iShares MSCI Eafe Value ETFEFVETF
13F holders, Q2 2025 (June 30)1,072holders +57
101new positions
42sold out
4famous investors
$63.48avg. 13F price*
At the end of Q2 2025, 1,072 institutions reported holding iShares MSCI Eafe Value ETF (EFV) in their 13F filings, up 57 from Q1 2025. 101 opened new positions and 42 sold out. The largest holders were Envestnet Asset Management Inc. ($4.5B), LPL Financial LLC ($1.4B) and FMR LLC ($1.4B). 4 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 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 101 | $165.1M |
| Exits | 42 | $450.6M |
All 13F filers, Q1 2025 → Q2 2025: 84,486,940 shares bought and 14,475,695 shares sold, net +70,011,245 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,072 holders
| Envestnet Asset Management Inc. | 1.30% | Add +50.0% | 70,125,413 | $4.5B |
| LPL Financial LLC | 0.48% | Add +50.8% | 22,704,102 | $1.4B |
| FMR LLC | 0.08% | Add +4.3% | 22,174,091 | $1.4B |
| JPMorgan Chase & Co. | 0.07% | Add +28.6% | 15,814,518 | $1.0B |
| US Bancorp \de | 1.09% | Add +4.1% | 13,614,142 | $864.2M |
| Morgan Stanley | 0.05% | Add +32.9% | 11,993,662 | $761.4M |
| Bank of America Corp. | 0.05% | Add +11.5% | 9,719,462 | $617.0M |
| Envestnet Portfolio Solutions, Inc. | 2.09% | Add +24.2% | 8,959,087 | $568.7M |
| Jones Financial Companies LLLP | 0.41% | Reduce -14.2% | 8,424,731 | $534.9M |
| Park Avenue Securities LLC | 4.22% | Add +43.6% | 7,223,191 | $458.5M |
| BlackRock, Inc. | 0.01% | Add +41.6% | 7,171,045 | $455.2M |
| Cwm, LLC | 1.42% | Add +37.3% | 6,346,073 | $402.8M |
| MML Investors Services, LLC | 1.04% | Add +68.6% | 5,691,240 | $361.3M |
| Ameriprise Financial Inc. | 0.08% | Add +30.2% | 5,266,058 | $334.8M |
| Alliancebernstein L.P. | 0.11% | Add +0.6% | 5,094,815 | $323.4M |
| Auto-Owners Insurance Co | 5.61% | Add +296.7% | 3,963,000 | $251.6M |
| Cetera Investment Advisers | 0.41% | Add +39.2% | 3,858,478 | $244.9M |
| Hamilton Capital, LLC | 11.91% | Add +1.9% | 3,413,531 | $216.7M |
| PNC Financial Services Group, Inc. | 0.14% | Add +0.5% | 3,395,602 | $215.6M |
| Janney Montgomery Scott LLC | 0.56% | Add +36.9% | 3,343,833 | $212.3M |
| UBS Group AG | 0.04% | Add +2.5% | 2,922,647 | $185.5M |
| Bank of New York Mellon Corp | 0.04% | Add +50.4% | 2,914,080 | $185.0M |
| Baird Financial Group, Inc. | 0.30% | Add +3.2% | 2,661,374 | $168.9M |
| Wells Fargo & Company | 0.04% | Add +12.1% | 2,548,457 | $161.8M |
| NewEdge Advisors, LLC | 0.82% | Add +52.4% | 2,517,628 | $159.8M |
| OneDigital Investment Advisors LLC | 1.75% | Add +37.1% | 2,479,502 | $157.4M |
| RiverFront Investment Group, LLC | 2.93% | Add +37.6% | 2,363,376 | $150.0M |
| Sanctuary Advisors, LLC | 0.91% | Add +44.2% | 2,313,181 | $146.8M |
| Tiaa Trust, National Association | 0.38% | Add +48.0% | 2,269,601 | $144.1M |
| JB Capital LLC | 6.81% | Add +66.6% | 2,213,749 | $140.5M |
| Foundations Investment Advisors, LLC | 2.02% | Add +68.3% | 2,018,261 | $128.1M |
| Royal Bank of Canada | 0.02% | Add +2.9% | 1,872,012 | $118.8M |
| Commonwealth Equity Services, LLC | 0.16% | Add +18.0% | 1,871,651 | $118.8M |
| Composition Wealth, LLC | 1.99% | Add +12.1% | 1,865,976 | $118.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.61% | Add +6.1% | 1,818,826 | $115.5M |
| Modera Wealth Management, LLC | 1.42% | Reduce -5.3% | 1,806,801 | $114.7M |
| Raymond James Financial Inc. | 0.04% | Add +21.7% | 1,740,774 | $110.5M |
| Merit Financial Group, LLC | 1.21% | Add +60.8% | 1,710,720 | $108.6M |
| United Capital Financial Advisors, LLC | 0.84% | Add +44.6% | 1,627,235 | $103.3M |
| Stifel Financial Corp. | 0.09% | Add +41.8% | 1,490,249 | $94.6M |
| M&T Bank Corp | 0.31% | Reduce -2.6% | 1,417,626 | $90.0M |
| Focus Partners Wealth | 0.19% | Add +35.9% | 1,406,643 | $89.3M |
| Alesco Advisors, LLC, An ESL Co | 2.56% | Reduce -0.8% | 1,403,487 | $89.1M |
| Signature Estate & Investment Advisors LLC | 1.86% | Add +13111.6% | 1,268,979 | $80.6M |
| Pathstone Holdings, LLC | 0.32% | Add +1.6% | 1,266,272 | $80.4M |
| Savant Capital, LLC | 0.57% | Reduce -1.8% | 1,240,436 | $78.7M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +5.0% | 1,230,886 | $78.1M |
| Aspiriant, LLC | 2.28% | Reduce -0.6% | 1,128,310 | $71.6M |
| Advocacy Wealth Management, LLC | 4.36% | Add +58.4% | 1,119,888 | $71.1M |
| Dynasty Wealth Management, LLC | 1.18% | Reduce -7.6% | 1,092,377 | $69.3M |
| Osaic Holdings, Inc. | 0.12% | Add +53.1% | 1,080,804 | $68.5M |
| AE Wealth Management LLC | 0.50% | Add +1.5% | 1,073,175 | $68.1M |
| Sagespring Wealth Partners, LLC | 1.46% | Add +5.2% | 1,065,950 | $67.7M |
| Austin Private Wealth, LLC | 5.36% | Add +58.2% | 1,065,946 | $67.7M |
| Caisse de depot et placement du Quebec | 0.14% | New | 1,048,145 | $66.5M |
| Truist Financial Corp. | 0.09% | Add +41.6% | 992,574 | $63.0M |
| Sofi Wealth, LLC | 3.79% | Add +5.6% | 976,092 | $62.0M |
| Cambridge Investment Research Advisors, Inc. | 0.18% | Add +33.7% | 922,306 | $58.5M |
| Financial Synergies Wealth Advisors, Inc. | 6.25% | Add +0.6% | 903,671 | $57.4M |
| Beacon Pointe Advisors, LLC | 0.57% | Reduce -1.3% | 859,083 | $54.5M |
| Atria Investments, Inc | 0.64% | Add +55.0% | 849,856 | $53.9M |
| Mariner, LLC | 0.07% | Add +19.5% | 796,883 | $50.6M |
| First American Trust, FSB | 3.85% | Add +49.0% | 759,633 | $48.2M |
| Icon Wealth Advisors, LLC | 3.31% | Add +43.8% | 732,521 | $46.5M |
| Brave Asset Management Inc. | 11.75% | Add +43.9% | 679,009 | $43.2M |
| EP Wealth Advisors, LLC | 0.26% | Add +24.6% | 630,080 | $40.0M |
| Natixis Advisors, LLC | 0.06% | Reduce -11.1% | 615,893 | $39.1M |
| Townsend & Associates, Inc | 3.70% | Reduce -11.3% | 570,856 | $37.3M |
| CreativeOne Wealth, LLC | 0.96% | Add +35.8% | 578,740 | $36.7M |
| Ocean Park Asset Management, LLC | 1.30% | No change | 622,179 | $36.7M |
| Ascent Group, LLC | 1.43% | Add +615.5% | 576,494 | $36.6M |
| Prudential Financial Inc. | 0.05% | Add +114.5% | 559,431 | $35.5M |
| Integrity Alliance, Llc. | 1.90% | Add +6.0% | 548,783 | $34.8M |
| Sharkey, Howes & Javer | 4.52% | Add +58.4% | 531,316 | $33.7M |
| Avantax Advisory Services, Inc. | 0.18% | Add +31.0% | 520,069 | $33.0M |
| SteelPeak Wealth, LLC | 1.28% | Add +53.5% | 518,416 | $32.9M |
| Captrust Financial Advisors | 0.07% | Add +3.7% | 516,143 | $32.8M |
| Stone House Investment Management, LLC | 5.99% | Add +56.9% | 513,646 | $32.6M |
| Kestra Advisory Services, LLC | 0.16% | Add +53.0% | 510,685 | $32.4M |
| Pacific Life Fund Advisors LLC | 3.47% | Reduce -44.4% | 509,627 | $32.4M |
| Waverly Advisors, LLC | 0.35% | Reduce -2.4% | 501,425 | $31.8M |
| Octavia Wealth Advisors, LLC | 3.61% | Add +16.3% | 499,286 | $31.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +6.6% | 486,312 | $30.9M |
| West Wealth Group, LLC | 7.48% | Add +43.4% | 465,374 | $30.1M |
| Orion Porfolio Solutions, LLC | 0.25% | Add +82.5% | 460,056 | $29.2M |
| Rockefeller Capital Management L.P. | 0.06% | Add +23.9% | 454,667 | $28.9M |
| HighTower Advisors, LLC | 0.04% | Add +1.8% | 454,601 | $28.9M |
| High Falls Advisors, Inc | 6.17% | Add +43.5% | 439,058 | $27.9M |
| Horst & Graben Wealth Management LLC | 4.57% | Add +39.0% | 435,067 | $27.6M |
| Integrated Wealth Concepts LLC | 0.28% | Add +35.8% | 433,356 | $27.5M |
| Allspring Global Investments Holdings, LLC | 0.05% | Reduce -4.8% | 433,085 | $27.5M |
| IHT Wealth Management, LLC | 0.75% | Add +36.1% | 430,536 | $27.3M |
| Larson Financial Group LLC | 1.10% | Reduce -43.6% | 430,010 | $27.3M |
| Cary Street Partners Financial LLC | 0.76% | Add +12.1% | 447,199 | $27.2M |
| Strategic Blueprint, LLC | 1.27% | Add +33.5% | 406,823 | $25.8M |
| Stonebrook Private Inc. | 5.91% | Add +68.0% | 398,094 | $25.3M |
| CFS Investment Advisory Services, LLC | 2.05% | Add +44.6% | 395,606 | $25.1M |
| MA Private Wealth | 4.47% | Add +1.3% | 393,914 | $25.0M |
| Cardinal Strategic Wealth Guidance | 7.17% | Add +20.4% | 391,755 | $24.9M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -2.1% | 391,216 | $24.8M |
| Physician Wealth Advisors, Inc. | 3.83% | Add +55.5% | 384,065 | $24.4M |
| Elgethun Capital Management | 4.91% | Add +6.8% | 384,036 | $24.4M |
| Exencial Wealth Advisors, LLC | 0.85% | Reduce -1.1% | 379,082 | $24.1M |
| Farther Finance Advisors, LLC | 0.48% | Reduce -8.8% | 376,442 | $23.9M |
| Focus Partners Advisor Solutions, LLC | 0.32% | Add +1.9% | 376,207 | $23.9M |
| Covenant Partners, LLC | 7.11% | Reduce -1.8% | 375,153 | $23.8M |
| Atria Wealth Solutions, Inc. | 0.52% | Reduce -33.4% | 365,189 | $23.2M |
| Affinity Capital Advisors, LLC | 3.94% | Add +3.6% | 361,243 | $22.9M |
| One Wealth Advisors, LLC | 3.12% | Add +40.8% | 353,003 | $22.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +40.9% | 351,724 | $22.3M |
| Obsidian Cio, LLC | 3.24% | Add +6.7% | 351,582 | $22.3M |
| Keystone Financial Services | 7.44% | Add +68.7% | 344,429 | $21.9M |
| Wealth Alliance, LLC | 2.44% | Add +35.4% | 343,950 | $21.8M |
| Private Advisor Group, LLC | 0.12% | Add +40.3% | 337,626 | $21.4M |
| Blue Trust, Inc. | 0.25% | Add +43.7% | 336,100 | $21.3M |
| Bruce G. Allen Investments, LLC | 16.13% | Add +2.8% | 335,131 | $21.3M |
| Kelly Financial Services LLC | 6.25% | Add +42.0% | 333,974 | $21.2M |
| Pettinga Financial Advisors LLC | 4.62% | Add +89.3% | 332,426 | $21.1M |
| Arete Wealth Advisors, LLC | 1.44% | Add +4.5% | 320,129 | $20.3M |
| Perigon Wealth Management, LLC | 0.47% | Add +47.1% | 319,091 | $20.3M |
| Valence8 US LP | 8.52% | Reduce -23.6% | 318,827 | $20.2M |
| Robertson Stephens Wealth Management, LLC | 0.70% | Add +0.0% | 318,048 | $20.2M |
| Bokf, NA | 0.33% | Reduce -2.4% | 317,191 | $20.1M |
| Simplicity Wealth,LLC | 0.84% | Add +117.4% | 316,877 | $20.1M |
| Shakespeare Wealth Management, LLC | 5.32% | Add +3.7% | 314,314 | $20.0M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -6.1% | 307,024 | $19.6M |
| Bank of Montreal | 0.01% | Add +49.5% | 307,325 | $19.5M |
| Keebeck Wealth Management | 2.55% | Add +15.9% | 305,810 | $19.4M |
| Fifth Third Bancorp | 0.07% | Reduce -6.0% | 302,842 | $19.2M |
| PAX Financial Group, LLC | 3.58% | Add +39.6% | 295,215 | $18.7M |
| Cypress Wealth Services, LLC | 3.35% | Add +46.3% | 294,430 | $18.7M |
| Kestra Private Wealth Services, LLC | 0.26% | Reduce -24.1% | 286,183 | $18.2M |
| Trek Financial, LLC | 1.20% | Add +51.2% | 283,140 | $18.0M |
| AQR Capital Management | 0.01% | Add +2.5% | 281,558 | $17.9M |
| Security Financial Services, INC. | 3.14% | Add +52.1% | 279,911 | $17.8M |
| Greenleaf Trust | 0.16% | Reduce -3.7% | 277,279 | $17.6M |
| Checchi Capital Advisers, LLC | 1.23% | Reduce -8.0% | 277,154 | $17.6M |
| ONE Advisory Partners, LLC | 5.86% | Add +61.5% | 266,498 | $17.6M |
| &partners | 0.13% | Add +61.6% | 272,525 | $17.3M |
| FAS Wealth Partners, Inc. | 1.28% | Add +2.3% | 271,662 | $17.2M |
| Kilter Group LLC | 8.98% | Add +71.4% | 268,672 | $17.1M |
| Wakefield Asset Management LLLP | 4.68% | Reduce -1.3% | 264,096 | $16.8M |
| Steward Partners Investment Advisory, LLC | 0.13% | Add +32.8% | 258,358 | $16.4M |
| Invst, LLC | 2.04% | Add +75.9% | 257,747 | $16.4M |
| Maia Wealth LLC | 3.10% | Add +24.9% | 256,247 | $16.3M |
| Plancorp, LLC | 0.56% | Reduce -6.7% | 252,449 | $16.0M |
| Rothschild Wealth LLC | 3.88% | Add +66.3% | 248,942 | $15.8M |
| Accredited Investors Inc. | 0.93% | Reduce -1.9% | 247,203 | $15.7M |
| Swmg, LLC | 5.24% | Add +120.8% | 242,570 | $15.6M |
| Triad Wealth Partners, LLC | 3.12% | Add +69.1% | 243,645 | $15.5M |
| Long Run Wealth Advisors, LLC | 3.21% | Add +1.5% | 240,823 | $15.3M |
| Fiducient Advisors LLC | 1.86% | New | 238,902 | $15.2M |
| Summit Trail Advisors, LLC | 0.26% | New | 238,137 | $15.1M |
| Summit X, LLC | 2.81% | Add +30.6% | 237,297 | $15.1M |
| Apeiron RIA LLC | 3.83% | Add +50.3% | 234,328 | $14.9M |
| HighMark Wealth Management LLC | 7.22% | Reduce -6.2% | 232,552 | $14.8M |
| Corient Private Wealth LP | 0.02% | Reduce -1.4% | 231,024 | $14.7M |
| Financial Life Advisors | 5.01% | Add +2.1% | 230,726 | $14.6M |
| Verdence Capital Advisors LLC | 1.00% | Add +7.4% | 229,661 | $14.6M |
| Johnson Investment Counsel Inc. | 0.13% | Add +13.4% | 229,278 | $14.6M |
| First Horizon Advisors, Inc. | 0.38% | Add +44.0% | 227,309 | $14.4M |
| Brookstone Capital Management | 0.19% | Add +54.4% | 226,417 | $14.4M |
| Watershed Private Wealth LLC | 5.23% | Add +24.7% | 226,343 | $14.4M |
| TSA Wealth Managment LLC | 5.19% | Add +31.9% | 223,620 | $14.2M |
| Sequoia Financial Advisors, LLC | 0.10% | Reduce -31.1% | 219,725 | $13.9M |
| Voya Investment Management LLC | 0.02% | Reduce -12.5% | 218,880 | $13.9M |
| Regal Investment Advisors LLC | 1.03% | Add +51.5% | 216,033 | $13.7M |
| WealthShield Partners, LLC | 1.64% | Add +48.1% | 213,301 | $13.5M |
| Comerica Bank | 0.05% | Add +36.9% | 211,030 | $13.4M |
| Prosperity Consulting Group, LLC | 0.98% | Add +4.2% | 210,987 | $13.4M |
| Associated Banc-Corp | 0.38% | Add +16.8% | 210,614 | $13.4M |
| Creative Planning | 0.01% | Reduce -1.5% | 209,621 | $13.3M |
| Eq LLC | 5.05% | Add +63.2% | 205,125 | $13.0M |
| Assetmark, Inc. | 0.03% | Add +79.7% | 203,942 | $12.9M |
| Bay Harbor Wealth Management, LLC | 3.74% | Add +49.2% | 203,262 | $12.9M |
| Advisory Services Network, LLC | 0.20% | Add +45.5% | 199,410 | $12.6M |
| Marks Group Wealth Management, Inc | 1.17% | Add +46.4% | 198,938 | $12.6M |
| Cerity Partners LLC | 0.02% | Add +10.7% | 198,239 | $12.6M |
| Snowden Capital Advisors LLC | 0.37% | Add +56.5% | 196,607 | $12.5M |
| Quent Capital, LLC | 1.19% | Reduce -3.3% | 194,769 | $12.4M |
| Global Retirement Partners, LLC | 0.30% | — | 191,292 | $12.1M |
| Moneta Group Investment Advisors LLC | 0.14% | Add +21.8% | 186,388 | $11.8M |
| Aptus Capital Advisors, LLC | 0.12% | Add +2.3% | 185,896 | $11.8M |
| Sovran Advisors, LLC | 1.23% | Add +47.4% | 184,680 | $11.7M |
| Baker Avenue Asset Management, LP | 0.33% | Add +1.3% | 183,474 | $11.6M |
| Lineweaver Wealth Advisors, LLC | 1.76% | Reduce -37.6% | 175,949 | $11.2M |
| Franklin Resources Inc. | 0.00% | Add +604.0% | 175,394 | $11.1M |
| Focus Financial Network, Inc. | 0.43% | Add +40.3% | 172,394 | $10.9M |
| RTD Financial Advisors, Inc. | 1.38% | Reduce -1.0% | 170,270 | $10.8M |
| ShoreHaven Wealth Partners, LLC | 4.36% | Add +58.9% | 167,655 | $10.6M |
| BIP Wealth, LLC | 0.66% | Reduce -5.0% | 167,471 | $10.6M |
| Meridian Wealth Partners, LLC | 1.54% | Add +0.1% | 167,007 | $10.6M |
| Blair William & Co. | 0.03% | Add +29.8% | 164,964 | $10.5M |
| One Capital Management, LLC | 0.36% | Reduce -40.9% | 164,386 | $10.4M |
| Guardian Wealth Advisors, LLC / NC | 0.73% | Add +3.6% | 164,334 | $10.4M |
| Hobbs Wealth Management, LLC | 9.92% | Add +69.2% | 163,729 | $10.4M |
| Vertex Planning Partners, LLC | 2.16% | Add +60.4% | 162,846 | $10.3M |
| Cobblestone Asset Management LLC | 5.42% | Add +41.7% | 162,204 | $10.3M |
| Mayflower Financial Advisors, LLC | 1.41% | Add +48.3% | 159,285 | $10.1M |
| Forthright Family Wealth Advisory LLC | 6.40% | Reduce -2.1% | 159,073 | $10.1M |
| Certus Wealth Management, LLC | 6.48% | Add +31.7% | 158,625 | $10.1M |
| Pinnacle Wealth Planning Services, Inc. | 1.32% | Add +4.3% | 158,205 | $10.0M |
| Potomac Fund Management Inc. | 0.57% | New | 158,182 | $10.0M |
| Capital Analysts, LLC | 0.33% | Add +63.2% | 156,401 | $9.9M |
| SigFig Wealth Management, LLC | 0.32% | Add +41.1% | 152,124 | $9.7M |
| Yeomans Consulting Group, Inc. | 3.99% | New | 151,704 | $9.6M |
| Sterling Capital Management LLC | 0.14% | Reduce -13.3% | 151,049 | $9.6M |
| BOK Financial Private Wealth, Inc. | 0.63% | Reduce -3.2% | 149,028 | $9.5M |
| Independent Financial Group, LLC | 0.26% | Add +113.0% | 148,459 | $9.4M |
| Van Hulzen Asset Management, LLC | 0.78% | Add +1.1% | 146,794 | $9.3M |
| McLean Asset Management Corp | 2.44% | Reduce -1.5% | 145,420 | $9.3M |
| Choreo, LLC | 0.12% | Reduce -19.9% | 140,853 | $8.9M |
| Apella Capital, LLC | 0.24% | Reduce -4.9% | 141,072 | $8.9M |
| Unique Wealth, LLC | 1.43% | Add +20.0% | 139,829 | $8.9M |
| True Vision MN LLC | 4.81% | Add +41.5% | 136,921 | $8.7M |
| Howard Bailey Securities, LLC | 2.67% | Reduce -5.1% | 136,592 | $8.7M |
| Citigroup Inc. | 0.01% | Add +5.7% | 135,241 | $8.6M |
| Vestmark Advisory Solutions, Inc. | 0.12% | Reduce -22.8% | 133,966 | $8.5M |
| Staley Capital Advisers Inc. | 0.36% | Add +5.7% | 133,353 | $8.5M |
| Allworth Financial LP | 0.04% | Add +6.8% | 131,543 | $8.4M |
| Wealthcare Advisory Partners LLC | 0.19% | Add +0.3% | 131,475 | $8.3M |
| M1 Capital Management LLC | 4.19% | Add +65.0% | 131,038 | $8.3M |
| Gen-Wealth Partners Inc | 3.17% | Add +39.2% | 129,427 | $8.2M |
| Ancora Advisors LLC | 0.17% | Add +10.7% | 128,347 | $8.1M |
| Apollon Wealth Management, LLC | 0.16% | Add +29.9% | 128,243 | $8.1M |
| Northern Trust Corp. | 0.00% | Add +0.2% | 127,244 | $8.1M |
| LifeWealth Investments, LLC | 2.93% | Add +12.8% | 127,129 | $8.1M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.52% | Add +6.3% | 127,117 | $8.1M |
| CSM Advisors, LLC | 0.23% | No change | 126,485 | $8.0M |
| Principal Securities, Inc. | 0.15% | Reduce -27.5% | 125,773 | $8.0M |
| Resolute Wealth Advisor, Inc. | 4.52% | — | 106,795 | $7.9M |
| CoreCap Advisors, LLC | 0.32% | Add +18.5% | 124,582 | $7.9M |
| Glenmede Investment Management, LP | 0.04% | — | 123,552 | $7.8M |
| Spire Wealth Management | 0.28% | Add +6.4% | 122,408 | $7.8M |
| One Wealth Capital Management, LLC | 3.62% | Add +36.7% | 121,429 | $7.7M |
| Spectrum Planning & Advisory Services Inc. | 4.98% | Add +7.8% | 121,414 | $7.7M |
| Twin Peaks Wealth Advisors, LLC | 2.49% | Add +72.8% | 115,617 | $7.7M |
| Endeavor Private Wealth, Inc. | 3.62% | Add +70.8% | 120,572 | $7.7M |
| 1ST Source Bank | 0.42% | Add +0.1% | 119,197 | $7.6M |
| Integrated Capital Management, Inc. | 5.71% | Add +0.4% | 118,287 | $7.5M |
| Client 1ST Advisory Group, LLC | 2.70% | Add +2.7% | 117,171 | $7.4M |
| Creative Financial Designs Inc. | 0.53% | Add +335.7% | 115,895 | $7.4M |
| N.E.W. Advisory Services LLC | 0.71% | Reduce -35.6% | 115,463 | $7.3M |
| Capital Advantage, Inc. | 1.14% | Reduce -0.1% | 113,540 | $7.2M |
| Brady Martz Wealth Solutions, LLC | 1.39% | Add +1.5% | 113,036 | $7.2M |
| Kingsview Wealth Management, LLC | 0.12% | Add +206.7% | 112,848 | $7.2M |
| Mgo One Seven LLC | 0.23% | Add +491.6% | 110,969 | $7.0M |
| Kathmere Capital Management, LLC | 0.54% | Reduce -4.2% | 110,317 | $7.0M |
| Tradition Wealth Management, LLC | 0.56% | Add +45.7% | 110,250 | $7.0M |
| McNaughton Wealth Management, LLC | 3.12% | Add +24.0% | 110,140 | $7.0M |
| North Star Investment Management Corp. | 0.49% | Add +1.5% | 109,639 | $7.0M |
| Liberty Wealth Management LLC | 1.08% | Add +19.7% | 108,530 | $6.9M |
| World Investment Advisors | 0.16% | Reduce -33.5% | 108,436 | $6.9M |
| Ascent Capital Management, LLC | 6.11% | Add +1.0% | 108,354 | $6.9M |
| Lifelong Wealth Advisors, Inc. | 2.28% | Add +62.3% | 108,208 | $6.9M |
| Modern Wealth Management, LLC | 0.17% | Add +53.0% | 107,991 | $6.9M |
| Courier Capital LLC | 0.41% | Reduce -0.1% | 106,720 | $6.8M |
| Quadrant Private Wealth Management, LLC | 1.40% | Add +58.6% | 106,522 | $6.8M |
| WCG Wealth Advisors LLC | 0.43% | Add +2.2% | 105,526 | $6.7M |
| Callan Family Office, LLC | 0.21% | Reduce -3.7% | 105,079 | $6.7M |
| VestGen Advisors, LLC | 0.26% | New | 103,453 | $6.6M |
| Shared Vision Wealth Group LLC | 3.30% | Add +16.3% | 104,338 | $6.6M |
| Avantax Planning Partners, Inc. | 0.21% | Add +10.3% | 102,944 | $6.5M |
| PrairieView Partners, LLC | 0.63% | Reduce -2.3% | 102,940 | $6.5M |
| Symmetry Partners, LLC | 0.80% | Reduce -26.6% | 102,930 | $6.5M |
| Atlas Capital Advisors Inc. | 0.79% | Reduce -0.5% | 102,280 | $6.5M |
| Ashton Thomas Private Wealth, LLC | 0.23% | Add +57.4% | 100,653 | $6.4M |
| Koss-Olinger Consulting, LLC | 0.52% | Reduce -21.3% | 100,520 | $6.4M |
| Waller Financial Planning Group, Inc. | 1.54% | Add +1.2% | 100,205 | $6.4M |
| NorthRock Partners, LLC | 0.16% | Reduce -2.0% | 99,321 | $6.3M |
| Firethorn Wealth Partners, LLC | 2.72% | Add +24.9% | 98,927 | $6.3M |
| Lantz Financial LLC | 1.56% | Add +46.7% | 98,840 | $6.3M |
| Prospera Financial Services Inc | 0.12% | Add +100.4% | 97,956 | $6.2M |
| Seneca Financial Advisors LLC | 2.38% | Reduce -4.0% | 97,343 | $6.2M |
| Stage Harbor Financial, LLC | 4.89% | Reduce -1.6% | 94,816 | $6.0M |
| Csenge Advisory Group | 0.31% | Add +43.9% | 94,016 | $6.0M |
| Dorsey & Whitney Trust CO LLC | 0.32% | No change | 94,137 | $6.0M |
| Causey Wealth LLC | 3.07% | Reduce -5.0% | 93,977 | $6.0M |
| Advus Financial Partners, LLC | 1.51% | Add +11.1% | 93,151 | $5.9M |
| Northwest Capital Management Inc | 3.18% | Reduce -31.8% | 92,383 | $5.9M |
| Johnson Financial Group, Inc. | 0.26% | Add +31.1% | 92,234 | $5.9M |
| Beacon Bridge Wealth Partners, LLC | 2.30% | Add +47.2% | 91,255 | $5.8M |
| Drive Wealth Management, LLC | 1.26% | Add +1.9% | 90,770 | $5.8M |
| Kickstand Ventures, Llc. | 1.33% | Add +3.3% | 89,375 | $5.7M |
| Elevation Point Wealth Partners, LLC | 0.44% | Add +49.8% | 88,876 | $5.6M |
| Gotham Asset Management | 0.03% | No change | 88,729 | $5.6M |
| Pinnacle Financial Partners Inc | 0.12% | Add +13.6% | 88,024 | $5.6M |
| Claro Advisors Inc. | 0.92% | Add +48.4% | 87,480 | $5.6M |
| Gilbert Capital Group, Inc. | 4.60% | — | 87,436 | $5.6M |
| Synergy Investment Management, LLC | 3.34% | Add +91.5% | 87,204 | $5.5M |
| Legacy Financial Group LLC | 0.77% | Add +13.0% | 87,129 | $5.5M |
| 5T Wealth, LLC | 2.79% | Add +9.1% | 86,226 | $5.5M |
| Corepath Wealth Partners LLC | 4.59% | Add +0.4% | 85,185 | $5.4M |
| Clifford Group, LLC | 4.44% | Reduce -2.0% | 85,218 | $5.4M |
| Fiduciary Trust Co | 0.07% | Add +5.4% | 85,066 | $5.4M |
| Able Wealth Management LLC | 2.68% | Add +157.7% | 83,670 | $5.3M |
| Wealth Architects, LLC | 0.54% | Add +0.3% | 83,124 | $5.3M |
| Eaton Financial Holdings Company, LLC | 1.62% | No change | 83,030 | $5.3M |
| Braun-Bostich & Associates Inc. | 3.59% | Add +39.9% | 82,909 | $5.3M |
| Mutual Advisors, LLC | 0.13% | Add +8.0% | 80,259 | $5.2M |
| SOL Capital Management CO | 0.50% | Add +42.7% | 81,822 | $5.2M |
| Robinswood Financial LLC | 1.83% | Reduce -5.2% | 81,329 | $5.2M |
| Efficient Advisors, LLC | 0.31% | Reduce -15.7% | 81,029 | $5.1M |
| U.S. Capital Wealth Advisors, LLC | 0.15% | Add +16.4% | 81,007 | $5.1M |
| Maryland Capital Advisors Inc. | 2.00% | Reduce -1.4% | 80,490 | $5.1M |
| Arkadios Wealth Advisors | 0.15% | Add +10.8% | 79,689 | $5.1M |
| 180 Wealth Advisors, LLC | 0.70% | Add +0.9% | 78,991 | $5.0M |
| Elevate Wealth Advisory, Inc. | 3.57% | Reduce -4.3% | 78,988 | $5.0M |
| SWP Financial LLC | 2.74% | Add +103.1% | 78,569 | $5.0M |
| Rockland Trust Co. | 0.24% | Reduce -4.0% | 78,118 | $5.0M |
| Gateway Wealth Partners, LLC | 0.94% | Add +68.8% | 78,011 | $5.0M |
| My Legacy Advisors, LLC | 1.76% | Add +36.3% | 77,161 | $5.0M |
| Parkside Financial Bank & Trust | 0.53% | Add +6.3% | 77,936 | $4.9M |
| United Asset Strategies, Inc. | 0.42% | Reduce -1.8% | 77,753 | $4.9M |
| IFP Advisors, Inc | 0.14% | Add +72.5% | 77,443 | $4.9M |
| Mma Asset Management LLC | 1.87% | Reduce -63.3% | 76,824 | $4.9M |
| Verus Capital Partners, LLC | 0.43% | Add +36.0% | 75,305 | $4.8M |
| Theory Financial LLC | 1.81% | Add +49.7% | 75,433 | $4.8M |
| L2 Asset Management, LLC | 0.77% | Add +75.1% | 74,489 | $4.7M |
| Riverwater Partners LLC | 2.16% | No change | 72,288 | $4.6M |
| Northwest Wealth Management, LLC | 0.83% | Reduce -5.2% | 72,054 | $4.6M |
| Equitable Holdings, Inc. | 0.04% | Add +24.8% | 71,636 | $4.5M |
| Barnes Wealth Management Group, Inc | 2.69% | Add +52.4% | 71,633 | $4.5M |
| RFG Advisory, LLC | 0.11% | Add +28.4% | 71,629 | $4.5M |
| Hoxton Planning & Management, LLC | 1.56% | Add +44.6% | 71,259 | $4.5M |
| Cahill Financial Advisors Inc. | 0.56% | Add +0.1% | 71,003 | $4.5M |
| Collective Family Office LLC | 1.16% | Reduce -0.6% | 70,922 | $4.5M |
| Davis Wealth Advisors, LLC | 4.77% | Add +43.9% | 70,785 | $4.5M |
| Scissortail Wealth Management, LLC | 1.08% | Add +3.0% | 70,775 | $4.5M |
| FFG Retirement Advisors LLC | 2.81% | Add +10.8% | 70,738 | $4.5M |
| Zhang Financial LLC | 0.21% | Reduce -0.2% | 70,729 | $4.5M |
| Quantum Portfolio Management LLC | 2.13% | Add +50.9% | 70,391 | $4.5M |
| Noble Family Wealth, LLC | 1.09% | Add +4.4% | 70,170 | $4.5M |
| Avidian Wealth Enterprises, LLC | 0.18% | Add +45.1% | 69,854 | $4.4M |
| World Equity Group, Inc. | 1.20% | Add +2.8% | 69,417 | $4.4M |
| Kingdom Financial Group LLC. | 3.85% | Reduce -45.0% | 69,340 | $4.4M |
| Cranbrook Wealth Management, LLC | 0.94% | Add +6.1% | 69,202 | $4.4M |
| Lansing Street Advisors | 1.31% | Add +1.3% | 69,065 | $4.4M |
| Maryland State Retirement & Pension System | 0.10% | Add +153.4% | 68,678 | $4.4M |
| Geneos Wealth Management Inc. | 0.11% | Add +0.2% | 68,598 | $4.4M |
| Harbor Group, Inc. | 0.77% | Add +1.0% | 68,308 | $4.3M |
| WealthPlan Investment Management, LLC | 0.31% | New | 67,277 | $4.3M |
| Centurion Wealth Management LLC | 1.22% | Add +18.0% | 67,191 | $4.3M |
| Yukon Wealth Management, Inc. | 1.51% | Add +1.9% | 66,400 | $4.2M |
| IFG Advisory, LLC | 0.21% | Add +30.5% | 66,280 | $4.2M |
| Ehrlich Financial Group | 2.72% | Add +69.8% | 66,226 | $4.2M |
| Interactive Financial Advisors, Inc. | 2.01% | Reduce -2.8% | 64,940 | $4.1M |
| Retirement Wealth Solutions LLC | 2.99% | Add +42.0% | 64,452 | $4.1M |
| Dohj, LLC | 1.19% | Add +8.7% | 68,422 | $4.1M |
| RCS Financial Planning, LLC | 2.01% | Add +34.6% | 63,593 | $4.0M |
| BlackDiamond Wealth Management, LLC | 2.32% | Reduce -3.3% | 63,345 | $4.0M |
| Disciplined Investments, LLC | 1.70% | Add +3.0% | 63,349 | $4.0M |
| B. Riley Wealth Advisors, Inc. | 0.19% | Reduce -68.4% | 62,773 | $4.0M |
| Market Street Wealth Management Advisors LLC | 0.65% | Add +2.4% | 62,480 | $4.0M |
| Net Worth Advisory Group | 0.87% | Add +381.9% | 61,694 | $3.9M |
| Telos Capital Management, Inc. | 0.40% | Add +2.0% | 61,569 | $3.9M |
| Signet Financial Management, LLC | 0.49% | Add +103.4% | 61,201 | $3.9M |
| Mill Creek Capital Advisors, LLC | 0.09% | No change | 60,845 | $3.9M |
| Bradley Foster & Sargent Inc. | 0.06% | New | 60,765 | $3.9M |
| BridgePort Financial Solutions, LLC | 1.28% | Add +25.5% | 60,705 | $3.9M |
| Bush Investment Group, LLC | 2.58% | Add +60.2% | 60,450 | $3.8M |
| Foundation Wealth Management, LLC | 2.63% | Reduce -4.3% | 59,420 | $3.8M |
| W Advisors, LLC | 2.15% | Add +20.3% | 59,113 | $3.8M |
| Wealthspire Advisors, LLC | 0.02% | Add +4.2% | 58,814 | $3.7M |
| Redwood Investment Management, LLC | 0.39% | Add +22.8% | 58,642 | $3.7M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -34.6% | 58,089 | $3.7M |
| Cibc World Market Inc. | 0.01% | Add +7.8% | 57,119 | $3.6M |
| Flagship Harbor Advisors, LLC | 0.17% | Add +61.0% | 56,671 | $3.6M |
| Vance Wealth, LLC | 1.20% | Reduce -3.0% | 56,262 | $3.6M |
| Sax Wealth Advisors, LLC | 0.21% | Add +24.7% | 56,055 | $3.6M |
| Ade, LLC | 1.89% | Add +0.1% | 55,886 | $3.5M |
| B.O.S.S. Retirement Advisors, LLC | 0.89% | Reduce -10.6% | 55,815 | $3.5M |
| Narus Financial Partners, LLC | 1.11% | Add +4.4% | 55,772 | $3.5M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +14.4% | 54,828 | $3.5M |
| Fullcircle Wealth LLC | 1.26% | Add +61.6% | 52,927 | $3.4M |
| Patriot Financial Group Insurance Agency, LLC | 0.38% | Add +48.5% | 52,553 | $3.3M |
| Commonwealth Retirement Investments LLC | 1.27% | Add +53.5% | 52,551 | $3.3M |
| EverSource Wealth Advisors, LLC | 0.15% | Add +9.4% | 52,445 | $3.3M |
| AMG National Trust Bank | 0.09% | Add +1.1% | 51,553 | $3.3M |
| Blalock Williams, LLC | 3.22% | Add +52.1% | 50,834 | $3.2M |
| Key Financial Inc | 0.64% | Add +0.7% | 50,066 | $3.2M |
| Stock Yards Bank & Trust Co. | 0.11% | Add +18.1% | 49,711 | $3.2M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +69.3% | 49,623 | $3.2M |
| Copperleaf Capital, LLC | 1.59% | Reduce -0.4% | 49,415 | $3.1M |
| Interchange Capital Partners, LLC | 0.72% | Add +61.8% | 49,124 | $3.1M |
| Dynamic Wealth Strategies, LLC | 2.23% | Add +3.2% | 48,785 | $3.1M |
| Smartleaf Asset Management LLC | 0.27% | Add +423.7% | 48,308 | $3.1M |
| Whittier Trust Co. | 0.04% | Add +1.0% | 48,208 | $3.1M |
| BCU Wealth Advisors, LLC | 1.36% | Add +18.7% | 47,651 | $3.0M |
| Salus Financial Advisors, LLC | 2.03% | Reduce -1.6% | 47,569 | $3.0M |
| Brookwood Investment Group LLC | 0.49% | Add +41.7% | 47,540 | $3.0M |
| Brown Advisory Inc. | 0.00% | Reduce -0.6% | 47,459 | $3.0M |
| Droms Strauss Advisors Inc. /Mo/ | 0.92% | Reduce -3.9% | 47,390 | $3.0M |
| LifePlan Investment Advisors, Inc. | 1.48% | Add +44.3% | 46,983 | $3.0M |
| NewEdge Wealth, LLC | 0.05% | Add +2.4% | 45,123 | $2.9M |
| Regimen Wealth, LLC | 0.90% | Add +12.9% | 45,896 | $2.9M |
| WealthPLAN Partners, LLC | 0.46% | Add +47.9% | 45,298 | $2.9M |
| Diversify Advisory Services, LLC | 0.11% | Reduce -4.9% | 43,054 | $2.9M |
| Ironwood Investment Counsel, LLC | 0.44% | Add +21.5% | 42,502 | $2.9M |
| Summit Financial Strategies, Inc. | 0.26% | Reduce -6.6% | 44,559 | $2.8M |
| Tradewinds, LLC. | 2.14% | New | 44,506 | $2.8M |
| Merkkuri Wealth Advisors LLC | 2.14% | Add +54.6% | 44,506 | $2.8M |
| Advisory Alpha, LLC | 0.09% | Reduce -4.8% | 44,487 | $2.8M |
| Ifrah Financial Services, Inc. | 0.77% | Reduce -1.6% | 44,484 | $2.8M |
| Sutton Place Investors LLC | 1.69% | Add +41.8% | 44,248 | $2.8M |
| Warner Financial, Inc. | 1.15% | Add +12.0% | 44,010 | $2.8M |
| Wealthgarden F.S. LLC | 2.31% | Add +69.0% | 43,893 | $2.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.18% | Add +98.3% | 43,767 | $2.8M |
| Per Stirling Capital Management, LLC. | 0.36% | Add +169.2% | 43,633 | $2.8M |
| Beirne Wealth Consulting Services, LLC | 0.89% | Reduce -44.1% | 43,412 | $2.8M |
| SCS Capital Management LLC | 0.03% | Add +94.0% | 42,818 | $2.7M |
| GeoWealth Management, LLC | 0.11% | Add +40.1% | 42,636 | $2.7M |
| First Heartland Consultants, Inc. | 0.24% | Add +147.3% | 45,490 | $2.7M |
| Ridgeline Wealth, LLC | 2.19% | Reduce -7.2% | 42,264 | $2.7M |
| Lanark Financial, Inc. | 0.22% | Add +8.8% | 42,199 | $2.7M |
| First Foundation Advisors | 0.10% | Add +6.8% | 42,133 | $2.7M |
| Sowell Financial Services LLC | 0.11% | Add +18.6% | 41,934 | $2.7M |
| Benjamin Edwards Inc. | 0.03% | Add +58.9% | 41,815 | $2.7M |
| Sigma Planning Corp | 0.08% | Add +36.3% | 41,609 | $2.6M |
| Nwam LLC | 0.15% | Add +33.0% | 41,692 | $2.6M |
| Signal Advisors Wealth, LLC | 0.21% | Reduce -6.0% | 41,455 | $2.6M |
| OMNI 360 Wealth, Inc. | 1.63% | Reduce -6.2% | 41,429 | $2.6M |
| Commerce Bank | 0.02% | Add +11.5% | 41,235 | $2.6M |
| Dentgroup LLC | 1.81% | Add +10.9% | 41,102 | $2.6M |
| Harbour Investments, Inc. | 0.07% | Add +55.3% | 41,053 | $2.6M |
| HSBC Holdings PLC | 0.00% | Add +1.5% | 40,917 | $2.6M |
| Sage Financial Group Inc. | 0.19% | Add +1.4% | 40,883 | $2.6M |
| TD Waterhouse Canada Inc. | 0.02% | Add +16.1% | 40,516 | $2.6M |
| Cyndeo Wealth Partners, LLC | 0.15% | Add +7.1% | 40,501 | $2.6M |
| Financial Advocates Investment Management | 0.21% | Add +33.0% | 40,446 | $2.6M |
| Sterling Wealth Management, Inc. | 0.86% | — | 39,918 | $2.5M |
| SkyView Investment Advisors, LLC | 0.36% | Reduce -22.4% | 39,549 | $2.5M |
| Wedbush Securities Inc. | 0.09% | Add +40.8% | 39,395 | $2.5M |
| Stark Wealth Management LLC | 3.56% | New | 39,600 | $2.5M |
| Wealth Quarterback LLC | 1.18% | Add +157.8% | 39,240 | $2.5M |
| NorthCoast Asset Management LLC | 0.01% | Add +2.1% | 39,121 | $2.5M |
| TD Private Client Wealth LLC | 0.06% | Add +10.8% | 39,050 | $2.5M |
| Beam Wealth Advisors, Inc. | 0.73% | Add +44.8% | 38,814 | $2.5M |
| Shufro Rose & Co. LLC | 0.20% | Reduce -0.6% | 41,298 | $2.4M |
| Revolve Wealth Partners, LLC | 0.31% | Reduce -2.3% | 37,896 | $2.4M |
| Clark Capital Management Group, Inc. | 0.02% | Reduce -41.9% | 36,894 | $2.3M |
| Clearview Wealth Advisors LLC | 1.60% | Add +44.4% | 36,127 | $2.3M |
| VPR Management LLC | 1.06% | No change | 35,700 | $2.3M |
| Keb Asset Management, LLC | 0.56% | Add +0.1% | 35,589 | $2.3M |
| Addison Capital Co | 0.78% | Add +7.7% | 35,474 | $2.3M |
| Principal Financial Group Inc. | 0.00% | Reduce -20.4% | 34,878 | $2.2M |
| Koshinski Asset Management, Inc. | 0.17% | New | 34,760 | $2.2M |
| CogentBlue Wealth Advisors, LLC | 1.67% | Reduce -4.4% | 34,431 | $2.2M |
| Altfest L J & Co. Inc. | 0.26% | Add +122.5% | 34,070 | $2.2M |
| American Financial & Tax Strategies Inc. | 1.11% | Reduce -7.1% | 33,956 | $2.2M |
| Maripau Wealth Management LLC | 1.09% | Add +10.9% | 33,935 | $2.2M |
| Elios Financial Group Inc. | 0.96% | Add +139.7% | 33,425 | $2.1M |
| Navellier & Associates Inc. | 0.26% | No change | 33,333 | $2.1M |
| Transcend Capital Advisors, LLC | 0.16% | Add +31.9% | 33,151 | $2.1M |
| Tempus Wealth Planning, LLC | 0.52% | Add +30.5% | 32,836 | $2.1M |
| CENTRAL TRUST Co | 0.05% | Add +4.9% | 32,822 | $2.1M |
| Raleigh Capital Management Inc. | 0.87% | Add +57.7% | 32,749 | $2.1M |
| Patten Group, Inc. | 0.44% | Add +11.8% | 32,739 | $2.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -46.5% | 32,578 | $2.1M |
| Mason Investment Advisory Services, Inc. | 0.11% | Add +1.8% | 32,536 | $2.1M |
| Wingate Wealth Advisors, Inc. | 1.83% | Add +0.0% | 32,398 | $2.1M |
| Clear Creek Financial Management, LLC | 0.19% | Add +4.3% | 32,011 | $2.0M |
| Columbus Macro, LLC | 0.24% | Add +32.4% | 31,363 | $2.0M |
| Seldon Capital LP | 0.85% | No change | 31,000 | $2.0M |
| Mather Group, Llc. | 0.02% | Add +46.4% | 30,703 | $1.9M |
| Fortis Capital Advisors, LLC | 0.34% | Add +448.4% | 30,315 | $1.9M |
| Belpointe Asset Management LLC | 0.08% | Add +431.5% | 30,315 | $1.9M |
| Compound Planning, Inc. | 0.07% | Reduce -3.2% | 30,265 | $1.9M |
| WealthTrak Capital Management LLC | 1.60% | Add +87.9% | 30,254 | $1.9M |
| Moneco Advisors, LLC | 0.18% | Reduce -38.6% | 30,096 | $1.9M |
| Neumann Capital Management, LLC | 0.59% | No change | 29,785 | $1.9M |
| Aspire Private Capital, LLC | 0.43% | Add +34.7% | 29,345 | $1.9M |
| Pitcairn Co. | 0.12% | Reduce -55.5% | 29,293 | $1.9M |
| Emergent Wealth Advisors, LLC | 1.18% | Add +4.1% | 29,219 | $1.9M |
| Accelerate Investment Advisors LLC | 1.37% | Add +60.0% | 28,995 | $1.8M |
| Breakwater Capital Group | 0.30% | Reduce -1.6% | 28,718 | $1.8M |
| Kingswood Wealth Advisors, LLC | 0.14% | Add +4.2% | 28,573 | $1.8M |
| Venturi Wealth Management, LLC | 0.09% | Reduce -1.4% | 28,473 | $1.8M |
| Stegner Investment Associates Inc. | 1.10% | Reduce -9.9% | 28,348 | $1.8M |
| Weil Company, Inc. | 0.47% | Reduce -5.2% | 28,266 | $1.8M |
| Alterna Wealth Management, Inc. | 1.43% | Add +122.7% | 28,043 | $1.8M |
| Ritholtz Wealth Management | 0.04% | Add +511.0% | 28,015 | $1.8M |
| Integrated Advisors Network LLC | 0.08% | Add +40.8% | 27,870 | $1.8M |
| Beacon Financial Advisory LLC | 0.46% | Add +42.5% | 27,829 | $1.8M |
| DAVENPORT & Co LLC | 0.01% | Add +32.0% | 27,827 | $1.8M |
| Windward Private Wealth Management Inc. | 0.63% | No change | 27,445 | $1.7M |
| Keybank National Association | 0.01% | Reduce -2.8% | 27,227 | $1.7M |
| American State Bank (Iowa) | 0.95% | Add +0.6% | 26,947 | $1.7M |
| RPg Family Wealth Advisory, LLC | 0.45% | Reduce -3.8% | 26,784 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +127.3% | 26,738 | $1.7M |
| Absolute Capital Management, LLC | 0.83% | Add +69.7% | 26,140 | $1.7M |
| Sovereign Financial Group, Inc. | 0.34% | Reduce -1.1% | 26,016 | $1.7M |
| UNIVEST FINANCIAL Corp | 0.10% | Reduce -1.2% | 25,990 | $1.6M |
| Horan Securities, Inc. | 0.58% | Add +5.3% | 25,891 | $1.6M |
| Two West Capital Advisors LLC | 1.08% | Add +149.6% | 25,155 | $1.6M |
| Sagace Wealth Management LLC | 1.22% | Reduce -7.7% | 25,815 | $1.6M |
| Cresset Asset Management, LLC | 0.01% | Add +13.0% | 25,764 | $1.6M |
| ORG Partners LLC | 0.36% | Add +180.1% | 25,697 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | Add +8.1% | 25,520 | $1.6M |
| Golden State Wealth Management, LLC | 0.19% | Add +27.6% | 25,091 | $1.6M |
| RDA Financial Network | 0.43% | Add +46.7% | 24,876 | $1.6M |
| Fortress Wealth Management, Inc. | 0.76% | Add +0.9% | 24,714 | $1.6M |
| Hutchens & Kramer Investment Management Group, LLC | 0.72% | Add +23.2% | 24,538 | $1.6M |
| Bison Wealth, LLC | 0.12% | Reduce -20.8% | 24,491 | $1.6M |
| Aprio Wealth Management, LLC | 0.17% | Reduce -5.9% | 24,410 | $1.5M |
| Keel Point, LLC | 0.10% | No change | 24,239 | $1.5M |
| McAdam, LLC | 0.08% | Add +439.4% | 24,131 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -98.4% | 24,116 | $1.5M |
| Semmax Financial Advisors Inc. | 0.39% | Add +65.6% | 23,086 | $1.5M |
| FWG Investments, LLC. | 1.14% | Reduce -7.1% | 23,696 | $1.5M |
| FSC Wealth Advisors, LLC | 0.94% | Add +4.6% | 23,555 | $1.5M |
| Nicholas Hoffman & Company, LLC. | 0.04% | Reduce -0.7% | 23,472 | $1.5M |
| Investor's Fiduciary Advisor Network, LLC | 0.55% | Add +9.3% | 23,432 | $1.5M |
| Foundation Wealth Management, LLC\PA | 0.64% | Reduce -7.5% | 23,408 | $1.5M |
| Intrua Financial, LLC | 0.21% | Reduce -58.0% | 23,173 | $1.5M |
| Caliber Wealth Management, LLC / KS | 0.16% | Add +43.2% | 23,014 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -6.7% | 22,989 | $1.5M |
| Arlington Capital Management, Inc. | 1.25% | Add +67.2% | 22,730 | $1.4M |
| Sound Income Strategies, LLC | 0.08% | Add +16.9% | 22,563 | $1.4M |
| Lifeworks Advisors, LLC | 0.21% | Add +51.2% | 22,414 | $1.4M |
| Freedom Investment Management, Inc. | 0.11% | Add +82.6% | 22,265 | $1.4M |
| LVW Advisors, LLC | 0.16% | Reduce -0.4% | 22,093 | $1.4M |
| Independence Bank of Kentucky | 0.20% | Reduce -3.1% | 22,062 | $1.4M |
| Coldstream Capital Management Inc. | 0.02% | Add +48.6% | 21,932 | $1.4M |
| Campion Asset Management | 1.04% | No change | 21,845 | $1.4M |
| Arcadia Wealth Management, LLC | 0.60% | Reduce -6.1% | 21,772 | $1.4M |
| LexAurum Advisors, LLC | 0.22% | Add +28.8% | 21,651 | $1.4M |
| Mainstream Capital Management LLC | 0.99% | Reduce -2.1% | 21,463 | $1.4M |
| CW Advisors, LLC | 0.01% | Add +0.7% | 21,399 | $1.4M |
| Resurgent Financial Advisors LLC | 0.74% | Add +51.1% | 21,288 | $1.4M |
| Catalina Capital Group, LLC | 0.91% | Add +51.1% | 21,259 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +20.4% | 21,255 | $1.3M |
| Operose Advisors LLC | 0.38% | Add +1.7% | 21,239 | $1.3M |
| Falcon Wealth Planning | 0.14% | Reduce -8.5% | 21,213 | $1.3M |
| Atlatl Advisers LLC | 0.63% | Add +12.6% | 21,059 | $1.3M |
| GGM Financial LLC | 0.77% | Add +48.3% | 20,908 | $1.3M |
| Axis Wealth Partners, LLC | 0.86% | Add +9.9% | 20,633 | $1.3M |
| Vontobel Holding Ltd. | 0.00% | New | 20,190 | $1.3M |
| Vise Technologies, Inc. | 0.05% | — | 19,858 | $1.3M |
| Squarepoint Ops LLC | 0.00% | Add +20.4% | 19,814 | $1.3M |
| Latitude Advisors, LLC | 0.63% | Reduce -7.5% | 19,763 | $1.3M |
| Private Trust Co. NA | 0.12% | Add +29.7% | 19,711 | $1.3M |
| JDH Wealth Management, LLC | 0.95% | Reduce -0.2% | 19,621 | $1.2M |
| McMill Wealth Management | 0.41% | Reduce -2.1% | 19,596 | $1.2M |
| Quartz Partners, LLC | 0.56% | Reduce -0.9% | 19,345 | $1.2M |
| Global Wealth Management Investment Advisory, Inc. | 0.23% | Reduce -9.6% | 19,233 | $1.2M |
| Atlantic Edge Private Wealth Management, LLC | 0.34% | Reduce -0.5% | 19,219 | $1.2M |
| Cooper Financial Group | 0.14% | Reduce -34.8% | 19,139 | $1.2M |
| Discipline Wealth Solutions, LLC | 0.46% | Add +68.6% | 19,091 | $1.2M |
| Tobias Financial Advisors, Inc. | 0.21% | Reduce -1.6% | 19,021 | $1.2M |
| Clearstead Advisors, LLC | 0.02% | Add +19.6% | 18,971 | $1.2M |
| Quadcap Wealth Management, LLC | 0.15% | Add +3.4% | 18,938 | $1.2M |
| Westside Investment Management, Inc. | 0.22% | Reduce -3.6% | 18,874 | $1.2M |
| GC Wealth Management RIA, LLC | 0.10% | Add +5.5% | 18,771 | $1.2M |
| Country Club Bank | 0.07% | Reduce -2.4% | 18,258 | $1.2M |
| MN Wealth Advisors, LLC | 0.67% | Add +205.2% | 18,048 | $1.1M |
| Mycio Wealth Partners, LLC | 0.26% | Add +2.2% | 18,025 | $1.1M |
| Centaurus Financial, Inc. | 0.07% | Add +3.4% | 17,979 | $1.1M |
| LGT Financial Advisors LLC | 2.88% | Add +46.3% | 17,888 | $1.1M |
| Semus Wealth Partners LLC | 0.73% | Add +47.2% | 17,772 | $1.1M |
| MSH Capital Advisors LLC | 0.32% | Add +9.3% | 17,526 | $1.1M |
| LRI Investments, LLC | 0.09% | Add +1.3% | 17,436 | $1.1M |
| Gallagher Fiduciary Advisors, LLC | 0.04% | Add +53.4% | 17,388 | $1.1M |
| Betterment LLC | 0.00% | Add +7.6% | 17,383 | $1.1M |
| Journey Strategic Wealth LLC | 0.04% | Reduce -44.9% | 17,323 | $1.1M |
| Fiduciary Advisors, Inc. | 0.95% | Add +2.1% | 16,993 | $1.1M |
| InvesTrust | 0.42% | Add +2.9% | 16,990 | $1.1M |
| Visionary Wealth Advisors | 0.05% | Add +1.7% | 16,892 | $1.1M |
| Riverbend Wealth Management, LLC | 0.81% | New | 16,855 | $1.1M |
| Ascension Capital Advisors, Inc. | 0.45% | No change | 16,815 | $1.1M |
| Rockingstone Advisors LLC | 0.56% | Add +2.4% | 16,750 | $1.1M |
| Fonville Wealth Management LLC | 0.26% | Reduce -0.9% | 16,477 | $1.0M |
| Private Wealth Asset Management, LLC | 0.14% | Add +2.3% | 16,443 | $1.0M |
| Factor Wealth Management LTD | 0.28% | Add +29.3% | 16,282 | $1.0M |
| Lion Street Advisors, LLC | 0.31% | Add +76.3% | 16,012 | $1.0M |
| Citizens Financial Group Inc. | 0.02% | Reduce -4.5% | 15,958 | $1.0M |
| JT Stratford LLC | 0.15% | Add +54.0% | 15,860 | $1.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Reduce -4.8% | 15,779 | $1.0M |
| Evanson Asset Management, LLC | 0.06% | Add +62.1% | 15,642 | $993K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +27.5% | 15,546 | $987K |
| Savvy Advisors, Inc. | 0.07% | Reduce -28.0% | 15,434 | $980K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 15,275 | $970K |
| ARK & TLK Investments, LLC | 0.31% | Reduce -11.6% | 15,273 | $970K |
| Sierra Capital LLC | 0.11% | No change | 15,250 | $968K |
| XTX Topco Ltd | 0.04% | New | 15,156 | $962K |
| Luts & Greenleigh Group, Inc. | 0.92% | Add +2.4% | 15,141 | $961K |
| Quest 10 Wealth Builders, Inc. | 0.93% | Reduce -8.6% | 14,976 | $951K |
| Susquehanna International Group, LLP | 0.00% | Reduce -92.1% | 14,971 | $950K |
| PUREfi Wealth, LLC | 0.75% | Add +56.8% | 14,710 | $934K |
| Beacon Financial Group | 0.10% | Add +25.1% | 14,621 | $928K |
| First Citizens Financial Corp | 0.51% | Add +4.7% | 14,583 | $926K |
| New World Advisors LLC | 0.20% | Add +11.1% | 14,465 | $918K |
| Richmond Investment Services, LLC | 0.19% | New | 14,384 | $913K |
| Lantern Wealth Advisors, LLC | 0.54% | — | 14,356 | $911K |
| Unique Wealth Strategies, LLC | 0.38% | New | 14,343 | $910K |
| O'Connor Financial Group LLC | 0.40% | Reduce -6.3% | 14,214 | $909K |
| D.A. Davidson & Co. | 0.01% | Reduce -34.7% | 14,162 | $899K |
| SouthState Bank Corp | 0.04% | No change | 14,006 | $889K |
| GFS Advisors, LLC | 0.12% | New | 13,991 | $888K |
| VestGen Investment Management | 0.63% | Add +36.0% | 13,790 | $875K |
| Heritage Family Offices, LLP | 0.44% | No change | 14,613 | $869K |
| American Financial Advisors, LLC | 0.12% | Add +0.8% | 13,656 | $867K |
| Townsquare Capital LLC | 0.08% | Reduce -92.8% | 13,560 | $861K |
| Madden Advisory Services, Inc. | 0.37% | Add +2.1% | 13,559 | $861K |
| Ewa, LLC | 0.27% | Add +25.2% | 13,550 | $860K |
| Quotient Wealth Partners, LLC | 0.03% | Add +7.6% | 13,410 | $851K |
| Bridges Investment Management Inc. | 0.01% | Add +4.0% | 13,343 | $847K |
| Tillman Hartley LLC | 0.24% | New | 13,166 | $836K |
| Opinicus Capital, Inc. | 0.63% | Reduce -0.5% | 13,079 | $830K |
| Asset Dedication, LLC | 0.06% | Add +1.1% | 13,070 | $830K |
| Quantinno Capital Management LP | 0.00% | Add +207.9% | 13,030 | $827K |
| Stephens Inc. | 0.01% | Add +0.1% | 13,020 | $827K |
| Magnus Financial Group LLC | 0.07% | Add +45.4% | 12,981 | $824K |
| Virtus Family Office LLC | 1.05% | Add +27.6% | 12,942 | $822K |
| Hardin Capital Partners, LLC | 0.48% | Reduce -0.2% | 12,907 | $821K |
| FLP Wealth Management, LLC | 2.30% | Add +4.0% | 12,894 | $819K |
| Perennial Investment Advisors, LLC | 0.08% | Add +31.3% | 12,736 | $808K |
| Transce3nd, LLC | 0.34% | Reduce -54.5% | 12,680 | $805K |
| Rialto Wealth Management, LLC | 0.22% | No change | 12,663 | $804K |
| MGB Wealth Management, LLC | 0.26% | New | 12,496 | $793K |
| Aurelius Family Office LLC | 0.37% | Reduce -11.4% | 12,312 | $782K |
| StoneX Group Inc. | 0.04% | Reduce -27.9% | 12,188 | $774K |
| GWN Securities Inc. | 0.14% | Reduce -59.4% | 12,124 | $772K |
| Fulcrum Equity Management | 0.78% | Add +48.4% | 11,966 | $760K |
| Pinnacle Family Advisors, LLC | 0.37% | Add +23.5% | 11,950 | $759K |
| 25 LLC | 0.28% | Add +0.3% | 11,899 | $755K |
| Martin Worley Group | 0.37% | Reduce -0.4% | 11,873 | $754K |
| Western Wealth Management, LLC | 0.04% | Add +38.7% | 11,832 | $751K |
| Sound Financial Strategies Group, LLC | 0.63% | Reduce -0.5% | 11,745 | $746K |
| Avantra Family Wealth, Inc. | 0.61% | Reduce -38.6% | 11,694 | $742K |
| Pallas Capital Advisors LLC | 0.03% | Reduce -0.8% | 11,625 | $738K |
| Accurate Wealth Management, LLC | 0.11% | Add +128.7% | 11,442 | $734K |
| Evergreen Capital Management LLC | 0.02% | New | 11,565 | $734K |
| Foster Group, Inc. | 0.03% | Reduce -1.7% | 11,520 | $731K |
| Lido Advisors, LLC | 0.00% | Reduce -23.4% | 11,457 | $727K |
| Manhattan West Asset Management, LLC | 0.17% | Add +2.2% | 11,234 | $713K |
| Consolidated Portfolio Review Corp | 0.10% | New | 10,943 | $695K |
| Childress Capital Advisors, LLC | 0.17% | Add +66.0% | 10,900 | $692K |
| BWM Planning, LLC | 0.24% | No change | 10,860 | $689K |
| Capital Investment Advisory Services, LLC | 0.06% | Add +8.5% | 10,768 | $684K |
| Citadel Advisors | 0.00% | Reduce -46.9% | 10,615 | $674K |
| First Citizens Asset Management, Inc. | 0.24% | Reduce -2.3% | 10,518 | $668K |
| Old National Bancorp | 0.01% | New | 10,482 | $665K |
| Ariadne Wealth Management, LP | 0.31% | No change | 9,845 | $658K |
| Mission Wealth Management, LP | 0.01% | Add +0.1% | 10,367 | $658K |
| BNP Paribas Financial Markets | 0.00% | Add +162.9% | 10,334 | $656K |
| Twin Focus Capital Partners, LLC | 0.09% | Add +149.3% | 10,220 | $649K |
| Herold Advisors, Inc. | 0.14% | Add +78.6% | 10,211 | $648K |
| Turtle Creek Wealth Advisors, LLC | 0.08% | No change | 10,204 | $648K |
| Waldron Private Wealth LLC | 0.03% | Add +0.1% | 10,169 | $646K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +1.9% | 10,131 | $643K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +108.5% | 10,114 | $642K |
| Hemington Wealth Management | 0.09% | Add +0.1% | 10,070 | $639K |
| Fragasso Financial Advisors Inc | 0.04% | Add +0.3% | 10,001 | $635K |
| Advyzon Investment Management, LLC | 0.14% | Add +196.8% | 9,988 | $634K |
| Flputnam Investment Management Co. | 0.01% | Add +23.2% | 9,958 | $632K |
| Fisher Asset Management | 0.00% | Add +63.9% | 9,949 | $632K |
| Conning Inc. | 0.02% | No change | 9,932 | $630K |
| Legacy Edge Advisors, LLC | 0.08% | Add +37.9% | 9,863 | $626K |
| Stokes Family Office, LLC | 0.07% | Add +148.6% | 9,828 | $624K |
| Argent Trust Co | 0.02% | Add +27.5% | 9,740 | $618K |
| Cherry Tree Wealth Management, LLC | 0.14% | No change | 9,731 | $618K |
| Cary Street Partners Investment Advisory LLC | 0.30% | Add +48.8% | 9,627 | $611K |
| Empirical Asset Management, LLC | 0.19% | Add +17.6% | 9,561 | $607K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -2.4% | 9,561 | $607K |
| Midwest Heritage Bank, FSB | 0.23% | Add +3.3% | 9,470 | $601K |
| MAI Capital Management | 0.00% | Add +19.2% | 9,449 | $600K |
| Motive Wealth Advisors | 0.27% | No change | 9,437 | $599K |
| Flagstar Securities, Inc. | 0.17% | Add +21.6% | 9,394 | $596K |
| First Commonwealth Financial Corp | 0.13% | Reduce -8.4% | 9,370 | $595K |
| Summit Financial, LLC | 0.01% | Add +69.3% | 9,360 | $594K |
| Trustmark Bank Trust Department | 0.04% | Add +45.1% | 9,329 | $592K |
| Samalin Investment Counsel, LLC | 0.22% | Add +0.8% | 9,175 | $582K |
| Financial Perspectives, Inc | 0.18% | Add +6.0% | 9,166 | $582K |
| BCS Wealth Management | 0.12% | Add +7.6% | 9,141 | $580K |
| Lodestone Wealth Management LLC | 0.28% | Reduce -1.3% | 9,068 | $576K |
| Pure Financial Advisors, LLC | 0.01% | Add +7.0% | 9,058 | $575K |
| Ritter Daniher Financial Advisory LLC / DE | 0.14% | No change | 8,998 | $571K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +32.5% | 8,959 | $569K |
| MIdWestOne Financial Group, Inc. | 0.07% | No change | 8,919 | $566K |
| Vermillion & White Wealth Management Group, LLC | 0.37% | No change | 8,872 | $563K |
| Osborne Partners Capital Management, LLC | 0.03% | No change | 8,800 | $559K |
| GHP Investment Advisors, Inc. | 0.02% | Reduce -2.3% | 8,775 | $557K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Add +12.3% | 8,732 | $554K |
| Essex Bank | 0.13% | Reduce -3.1% | 8,698 | $552K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 8,666 | $550K |
| Argent Advisors, Inc. | 0.17% | Add +4.4% | 8,633 | $548K |
| GatePass Capital, LLC | 0.37% | Add +64.0% | 8,632 | $548K |
| Cornerstone Advisors Asset Management, LLC | 0.11% | Reduce -10.5% | 8,629 | $548K |
| Hill Investment Group Partners, LLC | 0.07% | Add +1.3% | 8,556 | $543K |
| NBT Bank, N.A. | 0.04% | Reduce -1.9% | 8,538 | $542K |
| Clayton Financial Group LLC | 0.64% | Reduce -84.2% | 8,462 | $537K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -3.0% | 8,450 | $536K |
| Fifth Third Securities, Inc. | 0.04% | Add +6.7% | 8,416 | $534K |
| Milestone Asset Management Group, LLC | 0.39% | Add +0.8% | 8,389 | $533K |
| Fairvoy Private Wealth, LLC | 0.13% | Add +0.6% | 8,319 | $528K |
| Quarry Hill Advisors, LLC | 0.31% | Add +1.3% | 8,314 | $528K |
| Continuum Advisory, LLC | 0.06% | Add +19.5% | 8,294 | $527K |
| Michels Family Financial, LLC | 0.44% | Add +1.3% | 8,155 | $518K |
| American Trust | 0.05% | New | 8,083 | $513K |
| Raffa Wealth Management, LLC | 0.10% | Add +1.5% | 8,054 | $511K |
| Brighton Jones LLC | 0.01% | Add +77.5% | 8,043 | $511K |
| Evoke Wealth, LLC | 0.01% | New | 8,037 | $510K |
| CGN Advisors LLC | 0.05% | Reduce -0.1% | 8,008 | $508K |
| Prosperity Planning, Inc. | 0.21% | Add +20.8% | 8,003 | $508K |
| Red Tortoise LLC | 0.25% | Add +2.2% | 7,966 | $506K |
| Harbour Capital Advisors, LLC | 0.11% | No change | 7,859 | $502K |
| Lauterbach Financial Advisors, LLC | 0.27% | Add +2.5% | 7,865 | $499K |
| Allegiance Financial Group Advisory Services LLC | 0.13% | Add +118.2% | 7,864 | $499K |
| CIBC Private Wealth Group LLC | 0.00% | Add +9.9% | 7,790 | $495K |
| Curi Capital, LLC | 0.01% | New | 7,776 | $494K |
| Claris Advisors, LLC / Mo / | 0.17% | Add +2.2% | 7,766 | $493K |
| Moors & Cabot, Inc. | 0.02% | Reduce -5.4% | 7,757 | $492K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.06% | Add +29.5% | 7,741 | $492K |
| Pinnacle Bancorp, Inc. | 0.15% | Add +0.1% | 7,740 | $491K |
| Portside Wealth Group, LLC | 0.07% | Add +13.8% | 7,717 | $490K |
| Syntegra Private Wealth Group, LLC | 0.05% | Add +41.6% | 7,701 | $489K |
| Washington Trust Bank | 0.04% | Add +71.5% | 7,676 | $487K |
| Balance Wealth Partners LLC | 0.29% | Reduce -33.0% | 7,675 | $487K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +5.2% | 7,642 | $485K |
| Center for Financial Planning, Inc. | 0.06% | No change | 7,611 | $483K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -6.9% | 7,566 | $480K |
| Sachetta, LLC | 0.19% | Reduce -7.2% | 7,500 | $476K |
| Palisade Asset Management, LLC | 0.05% | No change | 7,470 | $474K |
| SMART Wealth LLC | 0.15% | Add +11.1% | 7,376 | $468K |
| Decker Retirement Planning Inc. | 0.27% | Reduce -11.0% | 7,366 | $468K |
| Aerodigm Wealth, LLC | 0.22% | Reduce -0.3% | 7,316 | $464K |
| Tranquility Partners, LLC | 0.17% | No change | 7,293 | $463K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -1.7% | 7,247 | $460K |
| Beverly Hills Private Wealth, LLC | 0.09% | Add +33.9% | 7,222 | $458K |
| Lloyd Advisory Services, LLC. | 0.22% | Reduce -3.7% | 7,210 | $458K |
| Talisman Wealth Advisors LLC | 0.42% | Add +9.3% | 7,175 | $455K |
| Essex Financial Services, Inc. | 0.03% | Add +17.0% | 7,149 | $454K |
| Wambolt & Associates, LLC | 0.15% | Reduce -0.1% | 7,053 | $449K |
| Wedmont Private Capital | 0.02% | Add +8.6% | 6,945 | $446K |
| QRG Capital Management, Inc. | 0.00% | Reduce -6.0% | 7,023 | $446K |
| Pointe Capital Management LLC | 0.23% | Add +45.5% | 6,993 | $444K |
| Hilltop Holdings Inc. | 0.03% | New | 6,986 | $443K |
| Cape Investment Advisory, Inc. | 0.16% | Add +56.7% | 6,973 | $443K |
| Kestra Investment Management, LLC | 0.01% | New | 6,963 | $442K |
| Wealthfront Advisers LLC | 0.00% | Reduce -17.2% | 6,941 | $441K |
| MainStreet Investment Advisors LLC | 0.06% | No change | 6,938 | $440K |
| Ascentis Wealth Management, LLC | 0.12% | Reduce -3.1% | 6,915 | $440K |
| Exchange Traded Concepts, LLC | 0.01% | New | 6,915 | $439K |
| Gilman Hill Asset Management, LLC | 0.07% | Add +8.7% | 6,904 | $438K |
| Allegheny Financial Group | 0.10% | Add +21.2% | 6,850 | $435K |
| Squire Investment Management Company, LLC | 0.16% | Reduce -27.4% | 6,844 | $434K |
| AdvisorNet Financial, Inc | 0.03% | Add +21.5% | 6,809 | $432K |
| PBMares Wealth Management LLC | 0.08% | Reduce -5.3% | 6,716 | $426K |
| Atlas Private Wealth Advisors | 0.05% | Add +3.2% | 6,694 | $425K |
| Keystone Wealth Services, LLC | 0.10% | Add +0.1% | 6,688 | $425K |
| Parkworth Wealth Management, Inc. | 0.31% | Add +2.1% | 6,686 | $424K |
| Bessemer Group Inc. | 0.00% | Reduce -15.8% | 6,593 | $418K |
| Oliver Lagore Vanvalin Investment Group | 0.16% | — | 7,061 | $416K |
| Fermata Advisors, LLC | 0.11% | Reduce -3.3% | 6,533 | $415K |
| Midwest Capital Advisors, LLC | 0.22% | Reduce -6.5% | 6,505 | $413K |
| Uptick Partners, LLC | 0.12% | Add +34.7% | 6,482 | $411K |
| Novus Advisors, LLC | 0.63% | Reduce -7.3% | 6,475 | $411K |
| Northwest Bancshares, Inc. | 0.07% | Reduce -0.3% | 6,470 | $411K |
| Kovack Advisors, Inc. | 0.04% | Reduce -22.9% | 6,425 | $408K |
| SwitchPoint Financial Planning, LLC | 0.33% | New | 6,415 | $407K |
| DGS Capital Management, LLC | 0.08% | Reduce -4.1% | 6,400 | $406K |
| Evolution Wealth Management Inc. | 0.49% | — | 6,327 | $402K |
| Partners Capital Investment Group, LLP | 0.02% | Reduce -50.0% | 6,324 | $401K |
| Pines Wealth Management, LLC | 0.14% | Reduce -0.6% | 6,248 | $400K |
| Well Done, LLC | 0.07% | Add +30.1% | 6,225 | $395K |
| AlTi Global, Inc. | 0.01% | Reduce -37.7% | 6,205 | $394K |
| CAP Partners, LLC | 0.25% | Reduce -5.3% | 6,164 | $391K |
| Meridian Wealth Management, LLC | 0.02% | Add +0.3% | 6,160 | $391K |
| Bordeaux Wealth Advisors LLC | 0.05% | No change | 6,057 | $384K |
| Two Sigma Securities, LLC | 0.05% | Reduce -51.8% | 6,052 | $384K |
| Copia Wealth Management | 0.32% | Reduce -5.2% | 6,048 | $384K |
| Aaron Wealth Advisors LLC | 0.04% | Add +1.8% | 6,031 | $383K |
| Shotwell Rutter Baer Inc | 0.26% | Reduce -3.2% | 5,957 | $381K |
| Rehmann Capital Advisory Group | 0.02% | Add +42.0% | 5,986 | $380K |
| Tanglewood Wealth Management, Inc. | 0.04% | No change | 5,972 | $379K |
| Tritonpoint Wealth, LLC | 0.04% | Add +2.8% | 5,965 | $379K |
| Wharton Business Group, LLC | 0.02% | No change | 5,960 | $378K |
| REAP Financial Group, LLC | 0.09% | Add +2.0% | 5,888 | $374K |
| New Republic Capital, LLC | 0.13% | Add +1.1% | 5,887 | $374K |
| Veracity Capital LLC | 0.13% | New | 5,886 | $374K |
| Foundry Financial Group, Inc. | 0.21% | New | 5,878 | $373K |
| Lockerman Financial Group, Inc. | 0.50% | New | 5,852 | $371K |
| Hilltop National Bank | 0.10% | — | 5,850 | $371K |
| Trust Point Inc. | 0.04% | Reduce -4.2% | 5,849 | $371K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +64.5% | 5,795 | $368K |
| Capstone Wealth Management, LLC | 0.32% | No change | 5,769 | $366K |
| Citizens Business Bank | 0.07% | No change | 5,756 | $365K |
| Hippocratic Financial Advisors, LLC | 0.20% | No change | 5,755 | $365K |
| James J. Burns & Company, LLC | 0.06% | Add +7.9% | 5,716 | $363K |
| Dopkins Wealth Management, LLC | 0.16% | Reduce -0.6% | 5,710 | $362K |
| Kelly Financial Group LLC | 0.10% | Add +1.2% | 5,627 | $357K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -62.5% | 5,589 | $355K |
| Hobart Private Capital, LLC | 0.08% | Reduce -11.2% | 5,502 | $349K |
| Marino, Stram & Associates LLC | 0.07% | Add +8.7% | 5,494 | $349K |
| Americana Partners, LLC | 0.01% | New | 5,488 | $348K |
| Diversify Wealth Management, LLC | 0.02% | No change | 5,207 | $346K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | — | 5,430 | $345K |
| National Bank of Canada | 0.00% | Reduce -2.9% | 5,425 | $344K |
| Intelligence Driven Advisers, LLC | 0.05% | No change | 5,414 | $344K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 5,410 | $343K |
| Investment Advisory Group, LLC | 0.10% | Add +0.1% | 5,382 | $342K |
| Global Financial Private Client, LLC | 0.13% | Add +54.5% | 5,365 | $341K |
| Fortis Advisors, LLC | 0.22% | New | 5,364 | $340K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +3.6% | 5,290 | $336K |
| Sunbelt Securities, Inc. | 0.03% | Add +13.3% | 6,393 | $335K |
| RHS Financial, LLC | 0.19% | Reduce -55.6% | 5,277 | $335K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 5,262 | $334K |
| Cardiff Park Advisors, LLC | 0.03% | Add +0.9% | 5,220 | $331K |
| Sage Mountain Advisors LLC | 0.02% | No change | 5,199 | $330K |
| Institute for Wealth Management, LLC. | 0.04% | Add +0.0% | 5,191 | $330K |
| Index Fund Advisors, Inc. | 0.02% | Add +0.5% | 5,153 | $327K |
| Western Financial Corp | 0.17% | Add +41.1% | 5,142 | $326K |
| Trilogy Capital Inc. | 0.02% | New | 5,131 | $326K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -6.3% | 5,100 | $324K |
| Beaird Harris Wealth Management, LLC | 0.02% | Reduce -5.7% | 5,067 | $322K |
| International Assets Investment Management, LLC | 0.03% | Add +39.5% | 5,039 | $320K |
| Integral Investment Advisors, Inc. | 0.09% | No change | 5,000 | $317K |
| Bridge Generations Wealth Management LLC | 0.19% | No change | 4,961 | $315K |
| Opes Wealth Management LLC | 0.06% | No change | 4,958 | $315K |
| Life Line Wealth Management LLC | 0.10% | Add +34.0% | 4,936 | $313K |
| Catalyst Financial Partners LLC | 0.03% | New | 4,905 | $311K |
| Vident Advisory, LLC | 0.00% | New | 4,881 | $310K |
| FSA Advisors, Inc. | 0.25% | Add +28.9% | 4,818 | $306K |
| Silverlake Wealth Management LLC | 0.09% | New | 4,764 | $302K |
| Vantage Point Financial LLC | 0.13% | New | 4,750 | $302K |
| Facet Wealth, Inc. | 0.01% | New | 4,734 | $300K |
| Axim Planning & Wealth | 0.27% | New | 4,680 | $297K |
| Hirtle & Co., LLC | 0.01% | No change | 4,662 | $296K |
| Legacy Wealth Asset Management, LLC | 0.07% | No change | 4,593 | $292K |
| Cambridge Financial Group, LLC | 0.11% | No change | 4,589 | $291K |
| Fidelity D & D Bancorp Inc. | 0.18% | New | 4,581 | $291K |
| Elevation Wealth Partners, LLC | 0.11% | Add +2.2% | 4,537 | $288K |
| Oregon Pacific Wealth Management, LLC | 0.27% | New | 4,533 | $288K |
| Canandaigua National Bank & Trust Co. | 0.03% | Reduce -1.2% | 4,519 | $287K |
| HUB Investment Partners, LLC | 0.01% | Reduce -19.2% | 4,493 | $285K |
| Ascentis Independent Advisors | 0.05% | Reduce -9.8% | 4,433 | $281K |
| Etesian Wealth Advisors, Inc. | 0.10% | New | 4,390 | $279K |
| Milestone Investment Advisors LLC | 0.07% | Reduce -10.0% | 4,387 | $278K |
| Knightsbridge Asset Management, LLC | 0.06% | New | 4,358 | $277K |
| Novem Group | 0.04% | Add +7.5% | 4,343 | $276K |
| LongView Wealth Management | 0.08% | New | 4,341 | $276K |
| Midwest Trust Co | 0.00% | — | 4,328 | $275K |
| Sachem Hill LLC | 0.06% | Reduce -3.6% | 4,301 | $273K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | New | 4,203 | $267K |
| Arlington Trust Co LLC | 0.05% | No change | 4,114 | $261K |
| Avior Wealth Management, LLC | 0.01% | Reduce -8.7% | 4,093 | $260K |
| Parallel Advisors, LLC | 0.01% | Reduce -3.5% | 4,075 | $259K |
| Mosaic Advisors LLC | 0.38% | New | 4,062 | $258K |
| Peak Planning Group, LLC | 0.16% | New | 4,024 | $255K |
| KM Capital Management Ltd. | 0.13% | New | 4,016 | $255K |
| Inspire Advisors, LLC | 0.03% | Add +0.9% | 4,001 | $254K |
| Wrapmanager Inc. | 0.06% | Reduce -7.4% | 3,956 | $251K |
| TRUE Private Wealth Advisors | 0.03% | Reduce -44.4% | 3,947 | $251K |
| Good Life Advisors, LLC | 0.02% | Reduce -1.4% | 3,939 | $250K |
| Keeler Thomas Management LLC | 0.11% | Reduce -87.4% | 3,919 | $249K |
| Versant Capital Management, Inc | 0.04% | No change | 3,905 | $248K |
| Venture Visionary Partners LLC | 0.01% | New | 3,872 | $246K |
| Professional Financial Advisors, LLC | 0.06% | Add +9.9% | 3,861 | $245K |
| Angeles Wealth Management, LLC | 0.02% | No change | 3,858 | $245K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 3,842 | $244K |
| Bridgewealth Advisory Group, LLC | 0.06% | Add +6.0% | 3,826 | $243K |
| EWG Elevate Inc. | 0.07% | New | 3,822 | $243K |
| Global View Capital Management LLC | 0.08% | New | 3,803 | $241K |
| Cynosure Group, LLC | 0.03% | Add +11.0% | 3,773 | $240K |
| Obermeyer Wealth Partners | 0.01% | No change | 3,761 | $239K |
| SOA Wealth Advisors, LLC. | 0.04% | Reduce -16.4% | 3,723 | $236K |
| GTS Securities LLC | 0.01% | New | 3,690 | $234K |
| TrueWealth Advisors, LLC | 0.07% | New | 3,688 | $234K |
| Team Hewins, LLC | 0.08% | No change | 3,665 | $233K |
| Vickerman Investment Advisors, Inc. | 0.05% | No change | 3,657 | $232K |
| Lutz Financial Services LLC | 0.02% | No change | 3,654 | $232K |
| Aurdan Capital Management, LLC | 0.08% | Add +4.1% | 3,647 | $232K |
| Mission Hills Financial Advisory, LLC | 0.14% | No change | 3,612 | $229K |
| MKT Advisors LLC | 0.09% | New | 3,605 | $229K |
| Trail Ridge Investment Advisors, LLC | 0.11% | New | 3,597 | $228K |
| Urban Financial Advisory Corp | 0.11% | Add +2.2% | 3,586 | $228K |
| AlphaCore Capital LLC | 0.01% | Add +3.0% | 3,565 | $226K |
| Radnor Capital Management, LLC | 0.04% | No change | 3,561 | $226K |
| Hazlett, Burt & Watson, Inc. | 0.09% | Add +7.6% | 3,526 | $224K |
| Regions Financial Corp. | 0.00% | Reduce -4.1% | 3,512 | $223K |
| Marco Investment Management LLC | 0.02% | No change | 3,500 | $222K |
| Busey Bank | 0.01% | New | 3,489 | $221K |
| Baker Tilly Wealth Management, LLC | 0.08% | New | 3,462 | $220K |
| Stonebridge Financial Group, LLC | 0.02% | No change | 3,449 | $219K |
| FineMark National Bank & Trust | 0.01% | New | 3,416 | $217K |
| Total Wealth Planning, LLC | 0.03% | Reduce -27.3% | 3,401 | $216K |
| Hidden Cove Wealth Management, LLC | 0.16% | New | 3,395 | $216K |
| Madison Wealth Partners, Inc | 0.05% | Reduce -0.8% | 3,376 | $214K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | No change | 3,344 | $212K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.08% | New | 3,309 | $211K |
| Wealthcare Capital Management LLC | 0.02% | Reduce -5.3% | 3,303 | $210K |
| Financial Sense Advisors, Inc. | 0.05% | New | 3,302 | $210K |
| CFO4Life Group, LLC | 0.03% | New | 3,295 | $209K |
| Frontier Asset Management, LLC | 0.06% | New | 3,277 | $208K |
| Stone Summit Wealth LLC | 0.06% | New | 3,266 | $207K |
| Atlas Brown,Inc. | 0.07% | New | 3,263 | $207K |
| American National Bank & Trust | 0.02% | No change | 3,262 | $207K |
| Davidson Trust Co. | 0.10% | New | 3,256 | $207K |
| Brass Tax Wealth Management, Inc. | 0.04% | New | 3,253 | $206K |
| Bristlecone Advisors, LLC | 0.02% | No change | 3,241 | $206K |
| Nicolet Bankshares Inc. | 0.04% | New | 3,238 | $206K |
| Gilliland Jeter Wealth Management LLC | 0.07% | New | 3,230 | $205K |
| Innova Wealth Partners | 0.12% | New | 3,215 | $204K |
| Valtrion Capital Management, LLC | 0.24% | New | 3,199 | $203K |
| Shira Ridge Wealth Management | 0.09% | New | 3,198 | $203K |
| Coppell Advisory Solutions LLC | 0.02% | New | 3,192 | $203K |
| Oarsman Capital, Inc. | 0.03% | Reduce -11.5% | 3,168 | $201K |
| MFA Wealth Services | 0.15% | New | 3,151 | $200K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -24.9% | 3,129 | $199K |
| Providence Capital Advisors, LLC | 0.04% | New | 3,024 | $192K |
| Arax Advisory Partners | 0.01% | Add +20.8% | 3,016 | $191K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +2.0% | 2,931 | $186K |
| Ameriflex Group, Inc. | 0.10% | Reduce -9.7% | 2,939 | $185K |
| Harbor Investment Advisory, LLC | 0.02% | Add +136.1% | 2,911 | $185K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.06% | New | 2,892 | $184K |
| Choate Investment Advisors | 0.00% | New | 2,844 | $181K |
| Pineridge Advisors LLC | 0.06% | Reduce -11.3% | 2,696 | $171K |
| Rosenberg Matthew Hamilton | 0.04% | Reduce -8.3% | 2,640 | $168K |
| Horizon Bancorp Inc. | 0.08% | Reduce -13.8% | 2,520 | $160K |
| Wells Financial Advisors INC | 0.22% | Add +161.1% | 2,520 | $160K |
| MeadowBrook Investment Advisors LLC | 0.14% | No change | 2,495 | $158K |
| Balentine LLC | 0.01% | No change | 2,462 | $156K |
| Zions Bancorporation, National Association | 0.01% | No change | 2,362 | $150K |
| S.A. Mason LLC | 0.07% | No change | 2,291 | $145K |
| Rothschild Investment LLC | 0.01% | No change | 2,257 | $143K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 2,212 | $140K |
| JDM Financial Group LLC | 0.06% | No change | 2,088 | $133K |
| Strategic Wealth Partners, Ltd. | 0.01% | — | 2,059 | $131K |
| Team Financial Group, LLC | 0.06% | New | 2,050 | $130K |
| MCF Advisors LLC | 0.01% | Reduce -1.4% | 2,043 | $130K |
| GAMMA Investing LLC | 0.01% | Reduce -0.5% | 2,043 | $130K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,838 | $117K |
| Financial Gravity Companies, Inc. | 0.02% | — | 1,627 | $103K |
| Tsfg, LLC | 0.02% | Add +18.3% | 1,597 | $101K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -26.4% | 1,516 | $97K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,478 | $94K |
| High Note Wealth, LLC | 0.02% | No change | 1,397 | $89K |
| Navigoe, LLC | 0.06% | No change | 1,348 | $85K |
| Matrix Private Capital Group LLC | 0.05% | No change | 1,322 | $84K |
| Founders Financial Alliance, LLC | 0.02% | Reduce -30.8% | 1,294 | $82K |
| Bellwether Advisors, LLC | 0.01% | No change | 1,244 | $79K |
| Hoey Investments, Inc. | 0.01% | No change | 1,173 | $74K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.5% | 1,138 | $72K |
| JFS Wealth Advisors, LLC | 0.00% | Add +7.7% | 1,113 | $71K |
| Tortoise Investment Management, LLC | 0.01% | Reduce -44.8% | 1,095 | $70K |
| Princeton Global Asset Management LLC | 0.01% | No change | 1,089 | $69K |
| Toronto Dominion Bank | 0.00% | New | 1,011 | $64K |
| Bogart Wealth, LLC | 0.00% | Add +82.2% | 1,000 | $63K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 982 | $62K |
| Russell Investments Group, Ltd. | 0.00% | Add +6.8% | 969 | $62K |
| Koesten, Hirschmann & Crabtree, INC. | 0.03% | No change | 954 | $61K |
| Rice Partnership, LLC | 0.01% | New | 934 | $59K |
| Beacon Capital Management, LLC | 0.01% | Add +6.0% | 934 | $59K |
| Howe & Rusling Inc. | 0.00% | Reduce -77.7% | 932 | $59K |
| Atlantic Private Wealth, LLC | 0.04% | No change | 923 | $59K |
| Barclays PLC | 0.00% | Reduce -66.0% | 890 | $56K |
| Clark Wealth Partners | 0.04% | Reduce -56.8% | 868 | $55K |
| Ballast Advisors LLC | 0.02% | No change | 838 | $53K |
| Rossby Financial, LCC | 0.02% | No change | 830 | $53K |
| Christopher J. Hasenberg, Inc | 0.02% | Add +8.7% | 791 | $50K |
| Powell Investment Advisors, LLC | 0.02% | Add +2.2% | 790 | $50K |
| Tucker Asset Management LLC | 0.01% | Reduce -41.7% | 714 | $45K |
| Tompkins Financial Corp. | 0.00% | No change | 651 | $41K |
| Highline Wealth Partners LLC | 0.01% | Reduce -35.7% | 642 | $41K |
| Salem Investment Counselors Inc. | 0.00% | Add +4.3% | 638 | $41K |
| Phillips Financial Management, LLC | 0.00% | Add +0.2% | 622 | $40K |
| Headlands Technologies LLC | 0.00% | Reduce -44.4% | 594 | $38K |
| Financial Network Wealth Advisors LLC | 0.05% | Add +57.2% | 591 | $38K |
| JNBA Financial Advisors | 0.00% | No change | 550 | $35K |
| Breakwater Investment Management | 0.01% | No change | 528 | $34K |
| MPWM Advisory Solutions, LLC | 0.02% | Add +58.9% | 499 | $32K |
| Rogco, LP | 0.01% | No change | 499 | $32K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Add +2.0% | 500 | $31K |
| Trust Co. of Vermont | 0.00% | No change | 479 | $30K |
| Addison Advisors LLC | 0.01% | No change | 472 | $30K |
| Pandora Wealth, Inc. | 0.02% | New | 467 | $30K |
| Opal Wealth Advisors, LLC | 0.01% | Reduce -58.8% | 458 | $29K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +2.2% | 456 | $29K |
| Crewe Advisors LLC | 0.00% | New | 449 | $29K |
| Signaturefd, LLC | 0.00% | Add +10.1% | 448 | $28K |
| Richardson Capital Management LLC | 0.01% | Add +2.4% | 436 | $28K |
| Signature Resources Capital Management, LLC | 0.02% | Reduce -2.9% | 409 | $26K |
| Legacy Bridge, LLC | 0.01% | Reduce -23.8% | 400 | $25K |
| Abound Wealth Management | 0.01% | Reduce -70.0% | 394 | $25K |
| Atwood & Palmer Inc. | 0.00% | New | 392 | $25K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | New | 385 | $24K |
| CVA Family Office, LLC | 0.00% | Add +2.4% | 385 | $24K |
| Oakworth Capital, Inc. | 0.00% | No change | 378 | $24K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 363 | $23K |
| Financial Freedom, LLC | 0.01% | No change | 330 | $21K |
| Chesapeake Asset Management LLC | 0.02% | No change | 325 | $21K |
| Caldwell Trust Co | 0.00% | No change | 324 | $21K |
| Toth Financial Advisory Corp. | 0.00% | No change | 306 | $19K |
| Eastern Bank | 0.00% | Add +210.2% | 304 | $19K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 302 | $19K |
| Optimum Investment Advisors | 0.01% | No change | 301 | $19K |
| Hurley Capital, LLC | 0.01% | No change | 299 | $19K |
| Harbor Asset Planning, Inc. | 0.02% | — | 289 | $18K |
| Fairman Group, LLC | 0.01% | Add +124.2% | 287 | $18K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 284 | $18K |
| CGC Financial Services, LLC | 0.01% | No change | 280 | $18K |
| Clearstead Trust, LLC | 0.00% | No change | 254 | $16K |
| EPG Wealth Management LLC | 0.00% | No change | 245 | $16K |
| Avion Wealth | 0.00% | Add +2.5% | 241 | $15K |
| MTM Investment Management, LLC | 0.00% | New | 206 | $13K |
| Hantz Financial Services, Inc. | 0.00% | New | 198 | $13K |
| Archer Investment Corp | 0.00% | Reduce -14.1% | 201 | $13K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -78.3% | 195 | $12K |
| Murphy & Mullick Capital Management Corp | 0.01% | Reduce -72.1% | 190 | $12K |
| Paladin Advisory Group, LLC | 0.01% | No change | 178 | $11K |
| Grand Wealth Management, LLC | 0.01% | No change | 178 | $11K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 174 | $11K |
| Smithfield Trust Co | 0.00% | No change | 183 | $11K |
| Evermay Wealth Management LLC | 0.00% | No change | 159 | $10K |
| Delos Wealth Advisors, LLC | 0.01% | New | 157 | $10K |
| Atlantic Union Bankshares Corp | 0.00% | New | 154 | $10K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 150 | $10K |
| Brooklyn Investment Group | 0.00% | New | 144 | $9K |
| WFA of San Diego, LLC | 0.01% | — | 137 | $9K |
| Dunhill Financial, LLC | 0.00% | Add +1.5% | 133 | $8K |
| Luminist Capital LLC | 0.01% | No change | 133 | $8K |
| Trust Co | 0.00% | No change | 128 | $8K |
| Glen Eagle Advisors, LLC | 0.00% | New | 121 | $8K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 116 | $7K |
| Investors Research Corp | 0.00% | No change | 116 | $7K |
| UMB Bank, n.a. | 0.00% | Reduce -22.5% | 107 | $7K |
| Glass Jacobson Investment Advisors llc | 0.00% | Reduce -98.7% | 102 | $6K |
| Capital A Wealth Management, LLC | 0.07% | Reduce -99.9% | 124 | $6K |
| Coston, McIsaac & Partners | 0.00% | No change | 104 | $6K |
| Park Square Financial Group, LLC | 0.00% | No change | 94 | $6K |
| Sittner & Nelson, LLC | 0.00% | No change | 84 | $5K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 72 | $5K |
| Alerus Financial NA | 0.00% | New | 69 | $4K |
| IAG Wealth Partners, LLC | 0.00% | No change | 67 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 65 | $4K |
| 1620 Investment Advisors, Inc. | 0.00% | Add +20.0% | 60 | $4K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 60 | $4K |
| City Holding Co. | 0.00% | No change | 60 | $4K |
| New Millennium Group LLC | 0.00% | Reduce -55.0% | 59 | $4K |
| Redmont Wealth Advisors LLC | 0.01% | No change | 55 | $3K |
| Barnes Dennig Private Wealth Management LLC | 0.00% | No change | 51 | $3K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 50 | $3K |
| Hoese & Co LLP | 0.00% | No change | 48 | $3K |
| Barrett & Company, Inc. | 0.00% | No change | 47 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 47 | $3K |
| AllSquare Wealth Management LLC | 0.00% | No change | 45 | $3K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 44 | $3K |
| First Community Trust NA | 0.00% | New | 44 | $3K |
| Cordgrass Capital Advisors, LLC | 0.00% | New | 44 | $3K |
| Rise Advisors, LLC | 0.00% | New | 44 | $3K |
| Burkett Financial Services, LLC | 0.00% | Add +2.4% | 42 | $3K |
| Concord Wealth Partners | 0.00% | Reduce -88.8% | 42 | $3K |
| North Capital, Inc. | 0.00% | Add +2.5% | 41 | $3K |
| McIlrath & Eck, LLC | 0.00% | No change | 40 | $3K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 36 | $2K |
| Pillar Financial Advisors, LLC | 0.00% | No change | 35 | $2K |
| Roxbury Financial LLC | 0.00% | New | 35 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 31 | $2K |
| Motco | 0.00% | No change | 29 | $2K |
| Darwin Wealth Management, LLC | 0.00% | New | 28 | $2K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 27 | $2K |
| Affinity Wealth LLC | 0.00% | No change | 26 | $2K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | Add +4.8% | 22 | $1K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 21 | $1K |
| Bangor Savings Bank | 0.00% | No change | 16 | $1K |
| Wolff Wiese Magana LLC | 0.00% | No change | 15 | $953 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -98.6% | 15 | $952 |
| Fairway Wealth LLC | 0.00% | No change | 10 | $635 |
| Tidemark, LLC | 0.00% | Add +11.1% | 10 | $611 |
| Front Row Advisors LLC | 0.00% | No change | 8 | $508 |
| Dogwood Wealth Management LLC | 0.00% | New | 7 | $445 |
"% 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.