iShares MSCI Eafe Value ETFEFVETF
13F holders, Q3 2025 (September 30)1,116holders +44
98new positions
45sold out
4famous investors
$67.75avg. 13F price*
At the end of Q3 2025, 1,116 institutions reported holding iShares MSCI Eafe Value ETF (EFV) in their 13F filings, up 44 from Q2 2025. 98 opened new positions and 45 sold out. The largest holders were Envestnet Asset Management Inc. ($4.1B), LPL Financial LLC ($1.4B) and FMR LLC ($1.0B). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares MSCI Eafe Value ETF
- CUSIP
- 464288877
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 98 | $306.3M |
| Exits | 45 | $93.9M |
All 13F filers, Q2 2025 → Q3 2025: 19,086,391 shares bought and 38,758,635 shares sold, net −19,672,244 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,116 holders
| Envestnet Asset Management Inc. | 1.18% | Reduce -13.8% | 60,469,172 | $4.1B |
| LPL Financial LLC | 0.41% | Reduce -8.7% | 20,731,397 | $1.4B |
| FMR LLC | 0.05% | Reduce -30.4% | 15,433,146 | $1.0B |
| JPMorgan Chase & Co. | 0.06% | Reduce -9.6% | 14,301,091 | $970.0M |
| US Bancorp \de | 1.13% | Add +2.8% | 13,996,150 | $949.4M |
| Morgan Stanley | 0.05% | Reduce -2.0% | 11,754,717 | $797.3M |
| Bank of America Corp. | 0.05% | Add +8.9% | 10,581,287 | $717.7M |
| Envestnet Portfolio Solutions, Inc. | 1.95% | Reduce -12.8% | 7,814,251 | $530.0M |
| Jones Financial Companies LLLP | 0.32% | Reduce -18.5% | 6,869,047 | $463.8M |
| Cwm, LLC | 1.31% | Add +1.3% | 6,428,350 | $436.0M |
| Park Avenue Securities LLC | 3.40% | Reduce -11.1% | 6,423,874 | $435.7M |
| Ameriprise Financial Inc. | 0.10% | Add +18.0% | 6,214,149 | $421.5M |
| BlackRock, Inc. | 0.01% | Reduce -28.8% | 5,104,594 | $346.2M |
| Alliancebernstein L.P. | 0.10% | Reduce -5.0% | 4,841,784 | $328.4M |
| MML Investors Services, LLC | 0.81% | Reduce -21.7% | 4,458,037 | $302.4M |
| Cetera Investment Advisers | 0.32% | Add +3.6% | 3,999,047 | $271.3M |
| Auto-Owners Insurance Co | 6.94% | No change | 3,963,000 | $268.8M |
| Royal Bank of Canada | 0.04% | Add +97.1% | 3,689,357 | $250.2M |
| PNC Financial Services Group, Inc. | 0.13% | Reduce -8.2% | 3,118,529 | $211.5M |
| Janney Montgomery Scott LLC | 0.50% | Reduce -7.1% | 3,105,752 | $210.7M |
| UBS Group AG | 0.04% | Add +0.8% | 2,944,755 | $199.7M |
| Baird Financial Group, Inc. | 0.29% | Add +0.7% | 2,680,212 | $181.8M |
| Bank of New York Mellon Corp | 0.03% | Reduce -11.2% | 2,589,066 | $175.6M |
| Wells Fargo & Company | 0.04% | Add +0.8% | 2,569,438 | $174.3M |
| RiverFront Investment Group, LLC | 2.95% | Add +4.5% | 2,470,239 | $168.0M |
| Tiaa Trust, National Association | 0.38% | Add +3.0% | 2,336,764 | $158.5M |
| Merit Financial Group, LLC | 1.43% | Add +33.6% | 2,286,227 | $155.1M |
| NewEdge Advisors, LLC | 0.69% | Reduce -11.6% | 2,226,266 | $151.0M |
| OneDigital Investment Advisors LLC | 1.53% | Reduce -11.3% | 2,197,977 | $149.1M |
| Foundations Investment Advisors, LLC | 2.05% | Add +2.9% | 2,075,754 | $140.8M |
| Raymond James Financial Inc. | 0.04% | Add +13.3% | 1,972,537 | $133.8M |
| Sanctuary Advisors, LLC | 0.76% | Reduce -15.3% | 1,959,758 | $132.9M |
| Commonwealth Equity Services, LLC | 0.17% | Add +1.1% | 1,891,740 | $128.3M |
| Composition Wealth, LLC | 1.91% | Add +0.8% | 1,880,415 | $127.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.55% | Add +2.9% | 1,871,231 | $126.9M |
| JB Capital LLC | 5.27% | Reduce -18.6% | 1,802,627 | $122.3M |
| Modera Wealth Management, LLC | 1.37% | Reduce -3.8% | 1,739,034 | $118.0M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +35.4% | 1,666,015 | $113.0M |
| Focus Partners Wealth | 0.16% | Add +1.2% | 1,423,909 | $96.6M |
| Alesco Advisors, LLC, An ESL Co | 2.51% | Reduce -2.7% | 1,365,418 | $92.6M |
| United Capital Financial Advisors, LLC | 0.66% | Reduce -16.6% | 1,356,749 | $92.0M |
| Dynasty Wealth Management, LLC | 1.22% | Add +23.8% | 1,351,798 | $91.7M |
| Truist Financial Corp. | 0.12% | Add +35.0% | 1,340,236 | $90.9M |
| M&T Bank Corp | 0.30% | Reduce -6.5% | 1,326,086 | $89.9M |
| Savant Capital, LLC | 0.54% | Add +6.4% | 1,319,420 | $89.5M |
| Jane Street Group, LLC | 0.10% | New | 1,304,519 | $88.5M |
| Stifel Financial Corp. | 0.08% | Reduce -13.1% | 1,295,811 | $87.9M |
| Signature Estate & Investment Advisors LLC | 1.87% | Add +1.5% | 1,287,820 | $87.4M |
| Thrivent Financial for Lutherans | 0.17% | Add +5094.0% | 1,252,584 | $85.0M |
| Osaic Holdings, Inc. | 0.11% | Add +11.3% | 1,203,114 | $81.1M |
| Advocacy Wealth Management, LLC | 3.35% | Add +1.6% | 1,137,400 | $77.1M |
| Flow Traders U.S. LLC | 3.13% | New | 1,133,603 | $76.9M |
| Pathstone Holdings, LLC | 0.29% | Reduce -10.8% | 1,129,576 | $76.6M |
| Sagespring Wealth Partners, LLC | 1.49% | Add +28.7% | 1,371,472 | $76.3M |
| Aspiriant, LLC | 2.32% | Reduce -1.0% | 1,117,343 | $75.8M |
| Sofi Wealth, LLC | 3.81% | Add +6.8% | 1,041,979 | $70.7M |
| AE Wealth Management LLC | 0.45% | Reduce -3.0% | 1,040,572 | $70.6M |
| Financial Synergies Wealth Advisors, Inc. | 6.21% | Add +0.1% | 904,110 | $61.3M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Reduce -8.1% | 848,070 | $57.5M |
| Mariner, LLC | 0.07% | Add +2.3% | 815,172 | $55.3M |
| Susquehanna International Group, LLP | 0.08% | Add +5180.8% | 790,592 | $53.6M |
| Natixis Advisors, LLC | 0.08% | Add +27.4% | 784,344 | $53.2M |
| First American Trust, FSB | 3.84% | Add +2.7% | 779,863 | $52.9M |
| Atria Investments, Inc | 0.59% | Reduce -11.0% | 756,332 | $51.3M |
| Bank of Nova Scotia | 0.09% | New | 745,605 | $50.6M |
| BNP Paribas Financial Markets | 0.04% | Add +7058.4% | 739,749 | $50.2M |
| Austin Private Wealth, LLC | 3.76% | Reduce -32.4% | 720,155 | $48.8M |
| Brave Asset Management Inc. | 11.54% | Add +2.6% | 696,832 | $47.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +86.5% | 655,863 | $44.5M |
| Icon Wealth Advisors, LLC | 3.01% | Reduce -10.7% | 654,123 | $44.4M |
| Integrity Alliance, Llc. | 2.09% | Add +19.1% | 653,856 | $44.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +28.5% | 624,903 | $42.4M |
| Captrust Financial Advisors | 0.08% | Add +13.0% | 583,340 | $39.6M |
| Pacific Life Fund Advisors LLC | 4.02% | Add +13.4% | 578,185 | $39.2M |
| Prudential Financial Inc. | 0.04% | Reduce -1.2% | 552,737 | $37.5M |
| Beacon Pointe Advisors, LLC | 0.31% | Reduce -37.2% | 539,421 | $36.6M |
| Octavia Wealth Advisors, LLC | 3.50% | Add +4.0% | 519,279 | $35.2M |
| Waverly Advisors, LLC | 0.35% | Add +3.5% | 518,892 | $35.2M |
| Townsend & Associates, Inc | 3.31% | Reduce -10.3% | 511,855 | $34.9M |
| CreativeOne Wealth, LLC | 0.85% | Reduce -11.7% | 510,962 | $34.7M |
| Ascent Group, LLC | 1.18% | Reduce -14.7% | 492,034 | $33.4M |
| Rockefeller Capital Management L.P. | 0.06% | Add +7.4% | 488,514 | $33.1M |
| Prosperity Consulting Group, LLC | 1.61% | Add +128.0% | 481,101 | $32.6M |
| Sharkey, Howes & Javer | 4.13% | Reduce -10.8% | 474,113 | $32.2M |
| Cary Street Partners Financial LLC | 0.83% | Add +9.0% | 487,366 | $31.8M |
| Kestra Advisory Services, LLC | 0.15% | Reduce -8.5% | 467,481 | $31.7M |
| Franklin Resources Inc. | 0.01% | Add +161.7% | 458,959 | $31.1M |
| Stone House Investment Management, LLC | 5.20% | Reduce -11.4% | 455,087 | $30.9M |
| IHT Wealth Management, LLC | 0.78% | Add +5.1% | 452,590 | $30.7M |
| HighTower Advisors, LLC | 0.03% | Reduce -0.6% | 452,011 | $30.7M |
| West Wealth Group, LLC | 6.55% | Reduce -7.9% | 428,476 | $29.0M |
| Elgethun Capital Management | 5.23% | Add +9.9% | 422,080 | $28.8M |
| SteelPeak Wealth, LLC | 0.96% | Reduce -18.7% | 421,286 | $28.6M |
| Allspring Global Investments Holdings, LLC | 0.05% | Reduce -2.8% | 420,985 | $28.6M |
| Farther Finance Advisors, LLC | 0.43% | Add +10.8% | 417,120 | $28.3M |
| MA Private Wealth | 4.58% | Add +1.9% | 401,577 | $27.2M |
| Affinity Capital Advisors, LLC | 4.12% | Add +9.0% | 393,619 | $26.8M |
| Strategic Blueprint, LLC | 1.17% | Reduce -3.0% | 394,499 | $26.8M |
| Cardinal Strategic Wealth Guidance | 7.15% | Reduce 0.0% | 391,736 | $26.6M |
| Orion Porfolio Solutions, LLC | 0.20% | Reduce -17.3% | 380,580 | $25.8M |
| Exencial Wealth Advisors, LLC | 0.84% | Reduce -0.2% | 378,482 | $25.7M |
| Covenant Partners, LLC | 7.27% | Add +0.7% | 377,860 | $25.6M |
| High Falls Advisors, Inc | 5.24% | Reduce -14.5% | 375,388 | $25.5M |
| Horst & Graben Wealth Management LLC | 3.83% | Reduce -15.1% | 369,213 | $25.0M |
| Obsidian Cio, LLC | 3.29% | Add +5.0% | 369,146 | $25.0M |
| Perigon Wealth Management, LLC | 0.51% | Add +14.3% | 364,758 | $24.7M |
| Valence8 US LP | 8.23% | Add +11.0% | 353,875 | $24.0M |
| Keystone Financial Services | 7.38% | Add +1.9% | 351,052 | $23.8M |
| Arete Wealth Advisors, LLC | 1.42% | Add +4.3% | 334,044 | $22.7M |
| Integrated Wealth Concepts LLC | 0.20% | Reduce -23.0% | 333,834 | $22.6M |
| Larson Financial Group LLC | 0.78% | Reduce -24.1% | 326,535 | $22.1M |
| Bruce G. Allen Investments, LLC | 15.85% | Reduce -2.7% | 326,171 | $22.1M |
| Bank of Montreal | 0.01% | Add +5.9% | 325,495 | $22.1M |
| Shakespeare Wealth Management, LLC | 4.93% | Add +1.6% | 319,363 | $21.7M |
| Bokf, NA | 0.32% | Add +0.4% | 318,419 | $21.6M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +2.4% | 314,259 | $21.4M |
| CFS Investment Advisory Services, LLC | 1.55% | Reduce -23.1% | 304,081 | $20.8M |
| Focus Partners Advisor Solutions, LLC | 0.23% | Reduce -21.4% | 295,599 | $20.2M |
| One Wealth Advisors, LLC | 2.53% | Reduce -15.9% | 296,807 | $20.1M |
| Wealth Alliance, LLC | 2.05% | Reduce -14.5% | 293,995 | $19.9M |
| Fifth Third Bancorp | 0.06% | Reduce -3.0% | 293,610 | $19.9M |
| Citadel Advisors | 0.02% | Add +2656.8% | 292,631 | $19.8M |
| AQR Capital Management | 0.01% | Add +3.5% | 291,562 | $19.8M |
| Kestra Private Wealth Services, LLC | 0.25% | Add +0.4% | 287,403 | $19.5M |
| Physician Wealth Advisors, Inc. | 2.75% | Reduce -25.8% | 284,874 | $19.3M |
| Private Advisor Group, LLC | 0.09% | Reduce -16.7% | 281,158 | $19.1M |
| PAX Financial Group, LLC | 3.43% | Reduce -4.9% | 280,668 | $19.0M |
| Checchi Capital Advisers, LLC | 1.29% | Add +0.1% | 277,366 | $18.8M |
| Mgo One Seven LLC | 0.43% | Add +149.2% | 276,508 | $18.8M |
| Integrated Capital Management, Inc. | 12.91% | Add +130.8% | 272,991 | $18.5M |
| FAS Wealth Partners, Inc. | 1.25% | Add +0.1% | 271,922 | $18.4M |
| &partners | 0.12% | Reduce -0.7% | 270,739 | $18.4M |
| Stonebrook Private Inc. | 3.94% | Reduce -32.4% | 268,955 | $18.2M |
| Marks Group Wealth Management, Inc | 1.67% | Add +33.3% | 265,209 | $18.0M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -32.6% | 263,496 | $17.9M |
| Greenleaf Trust | 0.16% | Reduce -6.7% | 258,820 | $17.6M |
| Rothschild Wealth LLC | 3.80% | Add +3.2% | 256,857 | $17.4M |
| Verdence Capital Advisors LLC | 1.00% | Add +9.8% | 252,169 | $17.4M |
| Trek Financial, LLC | 1.04% | Reduce -9.4% | 256,390 | $17.4M |
| Cypress Wealth Services, LLC | 2.82% | Reduce -13.9% | 253,484 | $17.2M |
| Plancorp, LLC | 0.54% | Add +0.0% | 252,487 | $17.1M |
| Long Run Wealth Advisors, LLC | 3.31% | Add +3.3% | 248,682 | $16.9M |
| Ashton Thomas Private Wealth, LLC | 0.43% | Add +143.9% | 245,460 | $16.6M |
| Keebeck Wealth Management | 1.97% | Reduce -19.8% | 245,236 | $16.6M |
| Accredited Investors Inc. | 0.92% | Reduce -1.7% | 242,948 | $16.5M |
| Financial Life Advisors | 5.21% | Add +3.6% | 239,111 | $16.2M |
| Fiducient Advisors LLC | 1.89% | No change | 238,902 | $16.2M |
| Johnson Investment Counsel Inc. | 0.14% | Add +3.9% | 238,225 | $16.2M |
| Summit Trail Advisors, LLC | 0.22% | No change | 238,137 | $16.2M |
| Wakefield Asset Management LLLP | 4.40% | Reduce -10.0% | 237,725 | $16.1M |
| Robertson Stephens Wealth Management, LLC | 0.49% | Reduce -25.6% | 236,772 | $16.1M |
| Blue Trust, Inc. | 0.18% | Reduce -30.0% | 235,179 | $16.0M |
| Meridian Wealth Partners, LLC | 2.19% | Add +40.5% | 234,655 | $15.9M |
| Cullen Capital Management, LLC | 0.17% | New | 231,632 | $15.7M |
| ONE Advisory Partners, LLC | 4.81% | Reduce -12.3% | 233,765 | $15.7M |
| Steward Partners Investment Advisory, LLC | 0.09% | Reduce -12.8% | 225,350 | $15.3M |
| Triad Wealth Partners, LLC | 1.95% | Reduce -8.4% | 223,069 | $15.1M |
| HighMark Wealth Management LLC | 6.65% | Reduce -4.4% | 222,241 | $15.1M |
| Kilter Group LLC | 7.06% | Reduce -18.2% | 219,726 | $14.9M |
| Associated Banc-Corp | 0.39% | Add +4.2% | 219,482 | $14.9M |
| Sequoia Financial Advisors, LLC | 0.09% | Reduce -0.2% | 219,266 | $14.9M |
| Maia Wealth LLC | 2.50% | Reduce -17.0% | 212,594 | $14.9M |
| Kelly Financial Services LLC | 3.82% | Reduce -34.9% | 217,326 | $14.7M |
| Comerica Bank | 0.06% | Add +2.8% | 216,965 | $14.7M |
| Apeiron RIA LLC | 3.31% | Reduce -6.6% | 218,780 | $14.7M |
| Legacy Financial Group LLC | 1.91% | Add +146.4% | 214,706 | $14.6M |
| Pettinga Financial Advisors LLC | 2.83% | Reduce -35.7% | 213,691 | $14.5M |
| Creative Planning | 0.01% | Add +1.8% | 213,360 | $14.5M |
| Swmg, LLC | 4.32% | Reduce -13.9% | 208,921 | $14.3M |
| Watershed Private Wealth LLC | 4.46% | Reduce -8.1% | 207,942 | $14.1M |
| Invst, LLC | 1.60% | Reduce -19.6% | 207,148 | $14.1M |
| Eq LLC | 4.77% | Add +0.9% | 207,072 | $14.0M |
| Brookstone Capital Management | 0.16% | Reduce -10.3% | 203,218 | $13.8M |
| Corient Private Wealth LP | 0.02% | Reduce -12.7% | 201,797 | $13.7M |
| TSA Wealth Managment LLC | 4.61% | Reduce -10.7% | 199,814 | $13.6M |
| Lineweaver Wealth Advisors, LLC | 1.98% | Add +13.1% | 198,979 | $13.5M |
| Apollon Wealth Management, LLC | 0.24% | Add +52.9% | 196,067 | $13.3M |
| Aptus Capital Advisors, LLC | 0.12% | Add +4.0% | 193,233 | $13.1M |
| Quent Capital, LLC | 1.08% | Reduce -2.2% | 190,421 | $12.9M |
| Security Financial Services, INC. | 2.09% | Reduce -32.1% | 190,177 | $12.9M |
| Regal Investment Advisors LLC | 0.83% | Reduce -12.7% | 188,622 | $12.8M |
| WealthShield Partners, LLC | 1.42% | Reduce -13.4% | 184,753 | $12.5M |
| Baker Avenue Asset Management, LP | 0.30% | Add +0.0% | 183,504 | $12.4M |
| Advisory Services Network, LLC | 0.18% | Reduce -8.6% | 182,255 | $12.4M |
| Global Retirement Partners, LLC | 0.27% | Reduce -6.2% | 179,518 | $12.2M |
| Moneta Group Investment Advisors LLC | 0.10% | Reduce -4.7% | 177,559 | $12.0M |
| Independent Financial Group, LLC | 0.29% | Add +19.4% | 177,251 | $12.0M |
| Focus Financial Network, Inc. | 0.42% | Add +1.9% | 175,658 | $11.9M |
| Integrated Capital Management, LLC | 5.21% | New | 171,378 | $11.8M |
| RTD Financial Advisors, Inc. | 1.41% | Add +1.6% | 173,002 | $11.7M |
| Sovran Advisors, LLC | 1.03% | Reduce -8.2% | 169,608 | $11.6M |
| Guardian Wealth Advisors, LLC / NC | 0.76% | Add +4.4% | 171,504 | $11.6M |
| Bay Harbor Wealth Management, LLC | 3.11% | Reduce -16.6% | 169,584 | $11.5M |
| Blair William & Co. | 0.03% | Add +2.8% | 169,517 | $11.5M |
| Pinnacle Wealth Planning Services, Inc. | 1.34% | Add +6.9% | 169,118 | $11.5M |
| Unique Wealth, LLC | 1.67% | Add +20.1% | 167,919 | $11.4M |
| Assetmark, Inc. | 0.02% | Reduce -18.5% | 166,132 | $11.3M |
| Snowden Capital Advisors LLC | 0.30% | Reduce -18.6% | 160,051 | $10.9M |
| Cerity Partners LLC | 0.02% | Reduce -20.6% | 157,345 | $10.7M |
| BIP Wealth, LLC | 0.52% | Reduce -6.7% | 156,276 | $10.6M |
| Citigroup Inc. | 0.01% | Add +14.3% | 154,590 | $10.5M |
| Van Hulzen Asset Management, LLC | 0.77% | Add +3.4% | 151,776 | $10.3M |
| Ancora Advisors LLC | 0.20% | Add +16.9% | 149,973 | $10.2M |
| Simplicity Wealth,LLC | 0.58% | Reduce -53.7% | 146,745 | $10.0M |
| McLean Asset Management Corp | 2.03% | Reduce -1.0% | 144,026 | $9.9M |
| Forthright Family Wealth Advisory LLC | 6.05% | Reduce -8.8% | 145,161 | $9.8M |
| BOK Financial Private Wealth, Inc. | 0.61% | Reduce -3.4% | 143,896 | $9.8M |
| Certus Wealth Management, LLC | 5.82% | Reduce -9.6% | 143,330 | $9.7M |
| CSM Advisors, LLC | 0.27% | Add +13.3% | 143,271 | $9.7M |
| Shum Financial Group, Inc. | 7.19% | — | 142,060 | $9.6M |
| Vestmark Advisory Solutions, Inc. | 0.18% | Add +5.2% | 140,905 | $9.6M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.70% | Add +10.8% | 140,824 | $9.6M |
| Commerce Bank | 0.05% | Add +240.4% | 140,348 | $9.5M |
| Capital Analysts, LLC | 0.28% | Reduce -10.8% | 139,592 | $9.5M |
| Able Wealth Management LLC | 3.53% | Add +65.7% | 138,621 | $9.4M |
| Howard Bailey Securities, LLC | 2.67% | Add +1.3% | 138,306 | $9.4M |
| M1 Capital Management LLC | 3.98% | Add +3.8% | 135,974 | $9.2M |
| LifeWealth Investments, LLC | 3.02% | Add +6.3% | 135,177 | $9.2M |
| Sterling Capital Management LLC | 0.13% | Reduce -10.8% | 134,783 | $9.1M |
| Choreo, LLC | 0.12% | Reduce -4.3% | 134,772 | $9.1M |
| Symmetry Partners, LLC | 0.99% | Add +30.4% | 134,230 | $9.1M |
| Staley Capital Advisers Inc. | 0.37% | No change | 133,353 | $9.0M |
| Apella Capital, LLC | 0.20% | Reduce -6.3% | 132,225 | $9.0M |
| Caisse de depot et placement du Quebec | 0.02% | Reduce -87.4% | 132,512 | $9.0M |
| Client 1ST Advisory Group, LLC | 2.95% | Add +11.7% | 130,925 | $8.9M |
| Wealthcare Advisory Partners LLC | 0.18% | Reduce -0.7% | 130,541 | $8.9M |
| Johnson Financial Group, Inc. | 0.33% | Add +40.3% | 129,427 | $8.8M |
| Mayflower Financial Advisors, LLC | 1.10% | Reduce -19.2% | 128,667 | $8.7M |
| Allworth Financial LP | 0.04% | Reduce -2.5% | 128,248 | $8.7M |
| Kingsview Wealth Management, LLC | 0.13% | Add +12.1% | 126,487 | $8.6M |
| SigFig Wealth Management, LLC | 0.26% | Reduce -16.9% | 126,335 | $8.5M |
| Liberty Wealth Management LLC | 1.20% | Add +15.9% | 125,784 | $8.5M |
| Northern Trust Corp. | 0.00% | Reduce -1.2% | 125,691 | $8.5M |
| Spire Wealth Management | 0.28% | Add +0.6% | 123,109 | $8.4M |
| Endeavor Private Wealth, Inc. | 2.57% | Add +1.6% | 122,524 | $8.3M |
| Creative Financial Designs Inc. | 0.56% | Add +5.4% | 122,126 | $8.3M |
| 1ST Source Bank | 0.43% | Add +1.4% | 120,929 | $8.2M |
| Voya Investment Management LLC | 0.01% | Reduce -44.9% | 120,711 | $8.2M |
| Vertex Planning Partners, LLC | 1.56% | Reduce -26.2% | 120,146 | $8.1M |
| Spectrum Planning & Advisory Services Inc. | 4.57% | Reduce -1.7% | 119,400 | $8.1M |
| Principal Securities, Inc. | 0.13% | Reduce -5.2% | 119,211 | $8.1M |
| N.E.W. Advisory Services LLC | 0.71% | Add +1.4% | 117,090 | $7.9M |
| CoreCap Advisors, LLC | 0.29% | Reduce -6.2% | 116,851 | $7.9M |
| Hobbs Wealth Management, LLC | 6.64% | Reduce -28.8% | 116,651 | $7.9M |
| Lifelong Wealth Advisors, Inc. | 2.35% | Add +7.3% | 116,084 | $7.9M |
| True Vision MN LLC | 4.07% | Reduce -15.9% | 115,212 | $7.8M |
| Capital Advantage, Inc. | 1.15% | Reduce -0.4% | 113,079 | $7.7M |
| Brady Martz Wealth Solutions, LLC | 1.39% | No change | 113,036 | $7.7M |
| L2 Asset Management, LLC | 1.10% | Add +50.5% | 112,112 | $7.6M |
| North Star Investment Management Corp. | 0.49% | Add +1.9% | 111,714 | $7.6M |
| ShoreHaven Wealth Partners, LLC | 2.80% | Reduce -33.5% | 111,449 | $7.6M |
| Quantum Portfolio Management LLC | 2.23% | Add +57.1% | 110,609 | $7.5M |
| Quadrant Private Wealth Management, LLC | 1.36% | Add +3.2% | 109,935 | $7.5M |
| Kathmere Capital Management, LLC | 0.52% | Reduce -2.2% | 107,874 | $7.3M |
| Gen-Wealth Partners Inc | 2.45% | Reduce -17.5% | 106,831 | $7.2M |
| Siligmueller & Norvid Wealth Advisors LLC | 3.25% | New | 106,598 | $7.2M |
| WCG Wealth Advisors LLC | 0.45% | Add +0.7% | 106,238 | $7.2M |
| VestGen Advisors, LLC | 0.24% | Add +2.4% | 105,957 | $7.2M |
| National Bank of Canada | 0.01% | Add +1843.5% | 105,432 | $7.2M |
| Callan Family Office, LLC | 0.23% | Reduce -0.1% | 104,919 | $7.1M |
| Courier Capital LLC | 0.41% | Reduce -1.8% | 104,780 | $7.1M |
| Ascent Capital Management, LLC | 5.66% | Reduce -3.5% | 104,592 | $7.1M |
| Lansing Street Advisors | 1.88% | Add +51.4% | 104,539 | $7.1M |
| Glenmede Investment Management, LP | 0.03% | Reduce -15.5% | 104,428 | $7.1M |
| Advus Financial Partners, LLC | 1.70% | Add +11.8% | 104,153 | $7.1M |
| SOL Capital Management CO | 0.63% | Add +26.4% | 103,422 | $7.0M |
| Prospera Financial Services Inc | 0.12% | Add +5.5% | 103,343 | $7.0M |
| Avantax Planning Partners, Inc. | 0.20% | Reduce -0.4% | 102,565 | $7.0M |
| One Wealth Capital Management, LLC | 3.07% | Reduce -16.8% | 100,993 | $6.9M |
| Shared Vision Wealth Group LLC | 2.88% | Reduce -4.3% | 99,795 | $6.8M |
| Waller Financial Planning Group, Inc. | 1.54% | Reduce -1.3% | 98,925 | $6.7M |
| Twin Peaks Wealth Advisors, LLC | 2.28% | Reduce -15.0% | 98,315 | $6.7M |
| NorthRock Partners, LLC | 0.12% | Reduce -1.4% | 97,949 | $6.6M |
| Modern Wealth Management, LLC | 0.13% | Reduce -9.8% | 97,410 | $6.6M |
| PFG Advisors | 0.27% | New | 97,380 | $6.6M |
| Seneca Financial Advisors LLC | 2.16% | Reduce -0.0% | 97,326 | $6.6M |
| Scissortail Wealth Management, LLC | 1.43% | Add +36.5% | 96,600 | $6.6M |
| Stage Harbor Financial, LLC | 4.70% | Reduce -0.1% | 94,717 | $6.4M |
| Beacon Bridge Wealth Partners, LLC | 2.28% | Add +3.3% | 94,303 | $6.4M |
| Dorsey & Whitney Trust CO LLC | 0.34% | No change | 94,137 | $6.4M |
| Koss-Olinger Consulting, LLC | 0.53% | No change | 100,520 | $6.4M |
| Montecito Bank & Trust | 0.98% | — | 92,984 | $6.3M |
| Maryland State Retirement & Pension System | 0.13% | Add +33.7% | 91,800 | $6.2M |
| Lantz Financial LLC | 1.38% | Reduce -7.3% | 91,668 | $6.2M |
| Causey Wealth LLC | 3.01% | Reduce -3.3% | 90,841 | $6.2M |
| Firethorn Wealth Partners, LLC | 2.42% | Reduce -8.3% | 90,717 | $6.2M |
| Csenge Advisory Group | 0.29% | Reduce -4.6% | 89,710 | $6.1M |
| Drive Wealth Management, LLC | 1.29% | Reduce -1.5% | 89,442 | $6.1M |
| Gotham Asset Management | 0.03% | No change | 88,729 | $6.0M |
| Pinnacle Financial Partners Inc | 0.14% | Reduce -1.4% | 86,787 | $5.9M |
| Kickstand Ventures, Llc. | 1.29% | Reduce -3.0% | 86,686 | $5.9M |
| NorthCoast Asset Management LLC | 0.02% | Add +121.0% | 86,447 | $5.9M |
| Landing Point Financial Group, LLC | 3.03% | New | 85,667 | $5.8M |
| Ashton Thomas Securities, LLC | 0.81% | New | 84,964 | $5.8M |
| Mutual Advisors, LLC | 0.13% | Add +4.7% | 84,005 | $5.7M |
| Clifford Group, LLC | 4.47% | Reduce -0.7% | 84,584 | $5.7M |
| Fiduciary Trust Co | 0.06% | Reduce -0.9% | 84,255 | $5.7M |
| Diversify Advisory Services, LLC | 0.19% | Add +92.0% | 82,642 | $5.7M |
| 5T Wealth, LLC | 2.47% | Reduce -3.3% | 83,367 | $5.7M |
| Kingdom Financial Group LLC. | 3.46% | Add +20.2% | 83,355 | $5.7M |
| Eaton Financial Holdings Company, LLC | 1.59% | Reduce -0.0% | 83,013 | $5.6M |
| FFG Retirement Advisors LLC | 3.49% | Add +17.2% | 82,898 | $5.6M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +50.5% | 82,495 | $5.6M |
| Robinswood Financial LLC | 1.85% | Add +0.8% | 81,943 | $5.6M |
| Concurrent Investment Advisors, LLC | 0.10% | Add +65.0% | 81,904 | $5.6M |
| Arkadios Wealth Advisors | 0.14% | Add +2.6% | 81,780 | $5.5M |
| McNaughton Wealth Management, LLC | 2.32% | Reduce -26.4% | 81,038 | $5.5M |
| Wealth Architects, LLC | 0.51% | Reduce -3.3% | 80,387 | $5.5M |
| Tradition Wealth Management, LLC | 0.40% | Reduce -27.6% | 79,808 | $5.4M |
| Braun-Bostich & Associates Inc. | 3.40% | Reduce -4.0% | 79,589 | $5.4M |
| U.S. Capital Wealth Advisors, LLC | 0.14% | Reduce -2.4% | 79,102 | $5.4M |
| IFP Advisors, Inc | 0.14% | Add +1.6% | 78,686 | $5.3M |
| 180 Wealth Advisors, LLC | 0.64% | Reduce -1.4% | 77,907 | $5.3M |
| Rockland Trust Co. | 0.22% | Reduce -0.7% | 77,590 | $5.3M |
| Elevate Wealth Advisory, Inc. | 3.81% | Reduce -2.1% | 77,360 | $5.2M |
| Corepath Wealth Partners LLC | 3.80% | Reduce -10.3% | 76,394 | $5.2M |
| Maryland Capital Advisors Inc. | 1.87% | Reduce -4.3% | 76,995 | $5.2M |
| United Asset Strategies, Inc. | 0.42% | Reduce -1.6% | 76,538 | $5.2M |
| Copperleaf Capital, LLC | 2.48% | Add +54.5% | 76,325 | $5.2M |
| Noble Family Wealth, LLC | 1.13% | Add +7.6% | 75,521 | $5.1M |
| Equitable Holdings, Inc. | 0.04% | Add +4.3% | 74,699 | $5.1M |
| World Equity Group, Inc. | 1.15% | Add +7.3% | 74,472 | $5.1M |
| Riverwater Partners LLC | 2.04% | No change | 72,288 | $4.9M |
| Gateway Wealth Partners, LLC | 0.65% | Reduce -8.3% | 71,511 | $4.9M |
| Efficient Advisors, LLC | 0.27% | Reduce -12.1% | 71,249 | $4.8M |
| Collective Family Office LLC | 1.15% | No change | 70,922 | $4.8M |
| Ehrlich Financial Group | 2.84% | Add +6.5% | 70,564 | $4.8M |
| Davis Wealth Advisors, LLC | 4.28% | Reduce -0.7% | 70,278 | $4.8M |
| Barnes Wealth Management Group, Inc | 2.62% | Reduce -2.1% | 70,153 | $4.8M |
| Zhang Financial LLC | 0.19% | Reduce -1.1% | 69,961 | $4.7M |
| Geneos Wealth Management Inc. | 0.12% | Add +1.6% | 69,705 | $4.7M |
| Cahill Financial Advisors Inc. | 0.53% | Reduce -3.3% | 68,662 | $4.7M |
| Northwest Wealth Management, LLC | 0.77% | Reduce -4.8% | 68,611 | $4.7M |
| Verus Capital Partners, LLC | 0.36% | Reduce -9.2% | 68,364 | $4.6M |
| Harbor Group, Inc. | 0.74% | No change | 68,308 | $4.6M |
| Cranbrook Wealth Management, LLC | 0.92% | Reduce -2.4% | 67,571 | $4.6M |
| Redwood Investment Management, LLC | 0.49% | Add +13.5% | 66,535 | $4.5M |
| Parkside Financial Bank & Trust | 0.34% | Reduce -15.9% | 65,513 | $4.4M |
| Northwest Capital Management Inc | 4.58% | Reduce -30.5% | 64,239 | $4.4M |
| Mma Asset Management LLC | 1.45% | Reduce -16.8% | 63,939 | $4.3M |
| Avidian Wealth Enterprises, LLC | 0.16% | Reduce -8.8% | 63,711 | $4.3M |
| Yukon Wealth Management, Inc. | 1.42% | Reduce -4.2% | 63,635 | $4.3M |
| Disciplined Investments, LLC | 1.71% | Reduce -0.0% | 63,345 | $4.3M |
| Hoxton Planning & Management, LLC | 1.36% | Reduce -12.5% | 62,371 | $4.2M |
| Retirement Wealth Solutions LLC | 2.77% | Reduce -3.4% | 62,248 | $4.2M |
| Telos Capital Management, Inc. | 0.40% | Add +0.7% | 61,989 | $4.2M |
| Market Street Wealth Management Advisors LLC | 0.67% | Reduce -0.8% | 61,980 | $4.2M |
| Cornerstone Planning Group LLC | 0.66% | Add +3880.5% | 60,345 | $4.1M |
| Narus Financial Partners, LLC | 1.13% | Add +9.4% | 61,015 | $4.1M |
| RCS Financial Planning, LLC | 1.81% | Reduce -5.5% | 60,119 | $4.1M |
| Cibc World Market Inc. | 0.01% | Add +4.4% | 59,644 | $4.0M |
| Theory Financial LLC | 1.42% | Reduce -22.2% | 58,677 | $4.0M |
| Mach-1 Financial Group, LLC | 0.63% | New | 58,329 | $4.0M |
| Integrity Advisory Solutions, LLC | 0.63% | — | 58,329 | $4.0M |
| Centurion Wealth Management LLC | 0.90% | Reduce -13.7% | 58,013 | $3.9M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -1.8% | 57,756 | $3.9M |
| Synergy Investment Management, LLC | 1.49% | Reduce -33.8% | 57,690 | $3.9M |
| RFG Advisory, LLC | 0.08% | Reduce -19.9% | 57,406 | $3.9M |
| Foundation Wealth Management, LLC | 2.64% | Reduce -3.7% | 57,215 | $3.9M |
| B. Riley Wealth Advisors, Inc. | 0.18% | Reduce -10.7% | 56,034 | $3.8M |
| Mill Creek Capital Advisors, LLC | 0.08% | Reduce -8.1% | 55,908 | $3.8M |
| Bradley Foster & Sargent Inc. | 0.06% | Reduce -8.8% | 55,418 | $3.8M |
| Stock Yards Bank & Trust Co. | 0.12% | Add +11.2% | 55,283 | $3.7M |
| Sax Wealth Advisors, LLC | 0.20% | Reduce -1.4% | 55,243 | $3.7M |
| Centerline Wealth Advisors, LLC | 1.63% | New | 55,159 | $3.7M |
| IFG Advisory, LLC | 0.17% | Reduce -17.7% | 54,564 | $3.7M |
| Vance Wealth, LLC | 1.13% | Reduce -4.1% | 53,945 | $3.7M |
| Ade, LLC | 1.85% | Reduce -3.5% | 53,935 | $3.7M |
| EverSource Wealth Advisors, LLC | 0.14% | Add +2.5% | 53,779 | $3.6M |
| World Investment Advisors | 0.07% | Reduce -50.5% | 53,646 | $3.6M |
| W Advisors, LLC | 1.91% | Reduce -9.6% | 53,455 | $3.6M |
| AMG National Trust Bank | 0.09% | Add +1.3% | 52,217 | $3.5M |
| Interactive Financial Advisors, Inc. | 1.90% | Reduce -20.2% | 51,848 | $3.5M |
| GeoWealth Management, LLC | 0.13% | Add +20.1% | 51,190 | $3.5M |
| BridgePort Financial Solutions, LLC | 0.93% | Reduce -16.0% | 51,000 | $3.5M |
| Key Financial Inc | 0.63% | No change | 50,066 | $3.4M |
| BlackDiamond Wealth Management, LLC | 1.86% | Reduce -20.5% | 50,349 | $3.4M |
| Brown Advisory Inc. | 0.00% | Add +5.8% | 50,226 | $3.4M |
| Signet Financial Management, LLC | 0.39% | Reduce -19.1% | 49,516 | $3.4M |
| Whittier Trust Co. | 0.04% | Add +0.9% | 48,658 | $3.3M |
| Bush Investment Group, LLC | 1.98% | Reduce -18.5% | 49,272 | $3.3M |
| TD Waterhouse Canada Inc. | 0.02% | Add +20.8% | 48,929 | $3.3M |
| Principal Financial Group Inc. | 0.00% | Add +40.9% | 49,139 | $3.3M |
| Dynamic Wealth Strategies, LLC | 2.21% | Add +0.1% | 48,816 | $3.3M |
| TD Private Client Wealth LLC | 0.07% | Add +24.8% | 48,717 | $3.3M |
| Smartleaf Asset Management LLC | 0.20% | Add +1.0% | 48,772 | $3.3M |
| B.O.S.S. Retirement Advisors, LLC | 0.78% | Reduce -13.4% | 48,360 | $3.3M |
| Salus Financial Advisors, LLC | 2.01% | Add +0.8% | 47,948 | $3.3M |
| LifePlan Investment Advisors, Inc. | 1.36% | Add +1.4% | 47,648 | $3.2M |
| Brookwood Investment Group LLC | 0.42% | Add +0.1% | 47,610 | $3.2M |
| Claro Advisors Inc. | 0.47% | Reduce -46.0% | 47,232 | $3.2M |
| Advisory Alpha, LLC | 0.09% | Add +5.0% | 46,720 | $3.2M |
| Fullcircle Wealth LLC | 1.11% | Reduce -12.3% | 46,444 | $3.2M |
| Droms Strauss Advisors Inc. /Mo/ | 0.91% | Reduce -1.9% | 46,466 | $3.2M |
| Lanark Financial, Inc. | 0.24% | Add +10.0% | 46,434 | $3.1M |
| Sage Financial Group Inc. | 0.21% | Add +13.5% | 46,396 | $3.1M |
| NewEdge Wealth, LLC | 0.04% | Add +1.0% | 45,575 | $3.1M |
| Regimen Wealth, LLC | 0.93% | Add +0.3% | 46,023 | $3.1M |
| First Foundation Advisors | 0.12% | Add +8.9% | 45,893 | $3.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.40% | Reduce -13.2% | 45,629 | $3.1M |
| Addison Capital Co | 0.91% | Add +28.3% | 45,498 | $3.1M |
| BCU Wealth Advisors, LLC | 1.24% | Reduce -5.4% | 45,082 | $3.1M |
| Warner Financial, Inc. | 1.13% | Add +1.7% | 44,765 | $3.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.18% | Add +2.1% | 44,705 | $3.0M |
| Blalock Williams, LLC | 2.64% | Reduce -12.7% | 44,398 | $3.0M |
| Ifrah Financial Services, Inc. | 0.78% | Reduce -0.6% | 44,204 | $3.0M |
| Beam Wealth Advisors, Inc. | 0.81% | Add +13.5% | 44,050 | $3.0M |
| Flagship Harbor Advisors, LLC | 0.13% | Reduce -22.3% | 44,010 | $3.0M |
| Harbour Investments, Inc. | 0.07% | Add +7.1% | 43,985 | $3.0M |
| Beirne Wealth Consulting Services, LLC | 0.71% | Add +0.6% | 43,652 | $3.0M |
| Ironwood Investment Counsel, LLC | 0.43% | Reduce -4.0% | 40,825 | $3.0M |
| SCS Capital Management LLC | 0.03% | Reduce -1.0% | 42,372 | $2.9M |
| Sterling Wealth Management, Inc. | 0.87% | Add +5.9% | 42,259 | $2.9M |
| Summit Financial Strategies, Inc. | 0.25% | Reduce -5.2% | 42,259 | $2.9M |
| Dentgroup LLC | 1.85% | Add +2.7% | 42,194 | $2.9M |
| Cyndeo Wealth Partners, LLC | 0.16% | Add +3.6% | 41,979 | $2.8M |
| Wealth Quarterback LLC | 1.09% | Add +6.0% | 41,590 | $2.8M |
| Commonwealth Retirement Investments LLC | 0.96% | Reduce -21.0% | 41,529 | $2.8M |
| OMNI 360 Wealth, Inc. | 1.57% | Reduce -0.2% | 41,351 | $2.8M |
| Ridgeline Wealth, LLC | 2.07% | Reduce -2.2% | 41,331 | $2.8M |
| Fortis Capital Advisors, LLC | 0.43% | Add +32.6% | 40,205 | $2.7M |
| Belpointe Asset Management LLC | 0.10% | Add +32.6% | 40,205 | $2.7M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +49.5% | 39,978 | $2.7M |
| SkyView Investment Advisors, LLC | 0.34% | Add +0.9% | 39,905 | $2.7M |
| Interchange Capital Partners, LLC | 0.52% | Reduce -20.2% | 39,179 | $2.7M |
| Sowell Financial Services LLC | 0.10% | Reduce -8.2% | 38,508 | $2.6M |
| Clearview Wealth Advisors LLC | 1.66% | Add +6.0% | 38,277 | $2.6M |
| Nwam LLC | 0.14% | Reduce -9.8% | 37,616 | $2.6M |
| HRT Financial LP | 0.01% | New | 37,969 | $2.6M |
| WealthPLAN Partners, LLC | 0.39% | Reduce -16.3% | 37,934 | $2.6M |
| Revolve Wealth Partners, LLC | 0.31% | Reduce -1.0% | 37,523 | $2.5M |
| Financial Advocates Investment Management | 1.42% | Reduce -7.7% | 37,332 | $2.5M |
| Signal Advisors Wealth, LLC | 0.23% | Reduce -10.0% | 37,311 | $2.5M |
| Clear Creek Financial Management, LLC | 0.22% | Add +15.7% | 37,049 | $2.5M |
| Patten Group, Inc. | 0.48% | Add +12.0% | 36,662 | $2.5M |
| First Heartland Consultants, Inc. | 0.20% | Reduce -19.9% | 36,450 | $2.5M |
| Wealthgarden F.S. LLC | 1.76% | Reduce -18.1% | 35,956 | $2.5M |
| Wedbush Securities Inc. | 0.08% | Reduce -8.3% | 36,142 | $2.5M |
| Sigma Planning Corp | 0.07% | Reduce -13.3% | 36,074 | $2.4M |
| VPR Management LLC | 1.10% | No change | 35,700 | $2.4M |
| Keb Asset Management, LLC | 0.54% | Reduce -0.0% | 35,581 | $2.4M |
| Koshinski Asset Management, Inc. | 0.17% | Add +2.3% | 35,554 | $2.4M |
| Shufro Rose & Co. LLC | 0.20% | Reduce -1.0% | 40,873 | $2.4M |
| Sutton Place Investors LLC | 1.35% | Reduce -21.3% | 34,807 | $2.4M |
| CogentBlue Wealth Advisors, LLC | 1.59% | No change | 34,431 | $2.3M |
| Old Mission Capital LLC | 0.08% | New | 33,613 | $2.3M |
| Sagace Wealth Management LLC | 1.54% | Add +29.2% | 33,359 | $2.3M |
| Navellier & Associates Inc. | 0.23% | No change | 33,333 | $2.3M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +2.3% | 33,313 | $2.3M |
| American Financial & Tax Strategies Inc. | 1.12% | Reduce -2.9% | 32,971 | $2.2M |
| CENTRAL TRUST Co | 0.05% | Add +0.3% | 32,923 | $2.2M |
| Benjamin Edwards Inc. | 0.03% | Reduce -22.1% | 32,569 | $2.2M |
| Mason Investment Advisory Services, Inc. | 0.11% | No change | 32,536 | $2.2M |
| Wingate Wealth Advisors, Inc. | 1.53% | Add +0.4% | 32,525 | $2.2M |
| ORG Partners LLC | 0.40% | Add +19.4% | 30,673 | $2.2M |
| Venturi Wealth Management, LLC | 0.10% | Add +12.4% | 32,013 | $2.2M |
| Tempus Wealth Planning, LLC | 0.50% | Reduce -3.1% | 31,804 | $2.2M |
| Columbus Macro, LLC | 0.24% | Add +0.7% | 31,588 | $2.1M |
| Merkkuri Wealth Advisors LLC | 1.53% | Reduce -30.0% | 31,143 | $2.1M |
| Seldon Capital LP | 0.74% | No change | 31,000 | $2.1M |
| QRG Capital Management, Inc. | 0.03% | Add +341.3% | 30,991 | $2.1M |
| A4 Wealth Advisors LLC | 1.77% | — | 30,919 | $2.1M |
| Quantinno Capital Management LP | 0.01% | Add +132.6% | 30,304 | $2.1M |
| Kingswood Wealth Advisors, LLC | 0.12% | Add +5.9% | 30,247 | $2.1M |
| Sovereign Financial Group, Inc. | 0.38% | Add +15.9% | 30,161 | $2.0M |
| Neumann Capital Management, LLC | 0.59% | No change | 29,785 | $2.0M |
| Emergent Wealth Advisors, LLC | 1.16% | Add +1.3% | 29,587 | $2.0M |
| Ball & Co Wealth Management Inc. | 1.33% | New | 29,387 | $2.0M |
| Breakwater Capital Group | 0.29% | Add +0.5% | 28,868 | $2.0M |
| Arlington Capital Management, Inc. | 1.25% | Add +26.5% | 28,749 | $2.0M |
| Weil Company, Inc. | 0.46% | Add +0.4% | 28,371 | $1.9M |
| Concorde Asset Management, LLC | 0.80% | — | 28,226 | $1.9M |
| Vise Technologies, Inc. | 0.07% | Add +42.4% | 28,285 | $1.9M |
| FSC Wealth Advisors, LLC | 1.10% | Add +19.6% | 28,171 | $1.9M |
| Mather Group, Llc. | 0.02% | Reduce -8.7% | 28,023 | $1.9M |
| Alterna Wealth Management, Inc. | 1.56% | Reduce -0.3% | 27,967 | $1.9M |
| Windward Private Wealth Management Inc. | 0.64% | No change | 27,445 | $1.9M |
| American State Bank (Iowa) | 0.94% | Add +0.8% | 27,167 | $1.8M |
| Transcend Capital Advisors, LLC | 0.13% | Reduce -18.7% | 26,961 | $1.8M |
| Stegner Investment Associates Inc. | 1.00% | Reduce -4.9% | 26,955 | $1.8M |
| Ritholtz Wealth Management | 0.04% | Reduce -4.0% | 26,903 | $1.8M |
| Cresset Asset Management, LLC | 0.01% | Add +4.2% | 26,857 | $1.8M |
| Discipline Wealth Solutions, LLC | 0.47% | Add +39.1% | 26,559 | $1.8M |
| WealthTrak Capital Management LLC | 1.47% | Reduce -13.1% | 26,288 | $1.8M |
| RPg Family Wealth Advisory, LLC | 0.39% | Reduce -2.5% | 26,110 | $1.8M |
| UNIVEST FINANCIAL Corp | 0.10% | Reduce -0.2% | 25,940 | $1.8M |
| DAVENPORT & Co LLC | 0.01% | Reduce -7.0% | 25,866 | $1.8M |
| Aspire Private Capital, LLC | 0.38% | Reduce -12.0% | 25,815 | $1.8M |
| Golden State Wealth Management, LLC | 0.19% | Add +1.8% | 25,533 | $1.7M |
| Virtus Family Office LLC | 1.61% | Add +96.3% | 25,399 | $1.7M |
| Raleigh Capital Management Inc. | 0.65% | Reduce -22.5% | 25,394 | $1.7M |
| Beacon Financial Advisory LLC | 0.40% | Reduce -8.8% | 25,377 | $1.7M |
| Absolute Capital Management, LLC | 0.73% | Reduce -3.4% | 25,251 | $1.7M |
| Keybank National Association | 0.01% | Reduce -7.3% | 25,243 | $1.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +18.1% | 25,093 | $1.7M |
| Fortress Wealth Management, Inc. | 0.75% | Add +0.5% | 24,842 | $1.7M |
| Maripau Wealth Management LLC | 0.84% | Reduce -27.2% | 24,717 | $1.7M |
| First Horizon Corp. | 0.08% | — | 24,508 | $1.7M |
| HORAN Wealth, LLC | 0.26% | New | 24,436 | $1.7M |
| Sound Income Strategies, LLC | 0.09% | Add +7.9% | 24,350 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -4.8% | 24,289 | $1.6M |
| Keel Point, LLC | 0.10% | No change | 24,239 | $1.6M |
| McAdam, LLC | 0.08% | Add +0.3% | 24,210 | $1.6M |
| Accelerate Investment Advisors LLC | 1.11% | Reduce -16.8% | 24,114 | $1.6M |
| FWG Investments, LLC. | 1.11% | Add +0.6% | 23,830 | $1.6M |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -35.5% | 23,811 | $1.6M |
| Nicholas Hoffman & Company, LLC. | 0.04% | Add +0.6% | 23,608 | $1.6M |
| Aprio Wealth Management, LLC | 0.16% | Reduce -3.4% | 23,584 | $1.6M |
| Two West Capital Advisors LLC | 0.95% | Reduce -8.9% | 22,915 | $1.6M |
| My Personal CFO, LLC | 0.60% | New | 22,972 | $1.6M |
| Foundation Wealth Management, LLC\PA | 0.60% | Reduce -1.9% | 22,972 | $1.6M |
| Coldstream Capital Management Inc. | 0.02% | Add +4.5% | 22,925 | $1.6M |
| Compound Planning, Inc. | 0.05% | Reduce -24.4% | 22,865 | $1.6M |
| Evoke Wealth, LLC | 0.03% | Add +183.7% | 22,797 | $1.5M |
| Atlatl Advisers LLC | 0.61% | Add +7.7% | 22,676 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -4.5% | 21,943 | $1.5M |
| Toronto Dominion Bank | 0.00% | Add +2068.1% | 21,919 | $1.5M |
| Caliber Wealth Management, LLC / KS | 0.17% | Reduce -4.9% | 21,879 | $1.5M |
| Trustmark Bank Trust Department | 0.10% | Add +134.0% | 21,829 | $1.5M |
| Operose Advisors LLC | 0.37% | Add +2.6% | 21,802 | $1.5M |
| Catalina Capital Group, LLC | 0.90% | Add +1.6% | 21,607 | $1.5M |
| LexAurum Advisors, LLC | 0.21% | Reduce -0.8% | 21,474 | $1.5M |
| Campion Asset Management | 1.03% | Reduce -1.8% | 21,449 | $1.5M |
| RDA Financial Network | 0.36% | Reduce -13.9% | 21,409 | $1.5M |
| Rockingstone Advisors LLC | 0.71% | Add +26.4% | 21,175 | $1.4M |
| GGM Financial LLC | 0.72% | Add +0.9% | 21,099 | $1.4M |
| Mainstream Capital Management LLC | 0.95% | Reduce -2.1% | 21,009 | $1.4M |
| Axis Wealth Partners, LLC | 0.83% | Add +1.8% | 20,995 | $1.4M |
| Independence Bank of Kentucky | 0.18% | Reduce -5.1% | 20,936 | $1.4M |
| Hutchens & Kramer Investment Management Group, LLC | 0.56% | Reduce -15.2% | 20,805 | $1.4M |
| Pitcairn Co. | 0.11% | Reduce -29.1% | 20,756 | $1.4M |
| LGT Financial Advisors LLC | 3.02% | Add +15.5% | 20,662 | $1.4M |
| Quartz Partners, LLC | 0.50% | Add +5.7% | 20,442 | $1.4M |
| Centaurus Financial, Inc. | 0.06% | Add +13.3% | 20,380 | $1.4M |
| SWP Financial LLC | 0.70% | Reduce -74.2% | 20,270 | $1.4M |
| Arcadia Wealth Management, LLC | 0.54% | Reduce -7.4% | 20,164 | $1.4M |
| Lifeworks Advisors, LLC | 0.18% | Reduce -11.1% | 19,918 | $1.4M |
| Investor's Fiduciary Advisor Network, LLC | 0.45% | Reduce -15.8% | 19,730 | $1.3M |
| McMill Wealth Management | 0.38% | No change | 19,596 | $1.3M |
| New World Advisors LLC | 0.24% | Add +33.8% | 19,352 | $1.3M |
| Cooper Financial Group | 0.15% | Add +0.9% | 19,321 | $1.3M |
| JDH Wealth Management, LLC | 0.93% | Reduce -1.6% | 19,310 | $1.3M |
| Latitude Advisors, LLC | 0.59% | Reduce -3.0% | 19,176 | $1.3M |
| Avantra Family Wealth, Inc. | 0.97% | Add +63.0% | 19,062 | $1.3M |
| Tobias Financial Advisors, Inc. | 0.20% | Add +0.1% | 19,050 | $1.3M |
| Global Wealth Management Investment Advisory, Inc. | 0.22% | Reduce -1.1% | 19,027 | $1.3M |
| WealthPlan Investment Management, LLC | 0.09% | Reduce -71.8% | 19,009 | $1.3M |
| Quadcap Wealth Management, LLC | 0.15% | No change | 18,938 | $1.3M |
| Atlantic Edge Private Wealth Management, LLC | 0.33% | Reduce -1.6% | 18,919 | $1.3M |
| Westside Investment Management, Inc. | 0.20% | Reduce -0.8% | 18,714 | $1.3M |
| Betterment LLC | 0.00% | Add +6.1% | 18,444 | $1.3M |
| Country Club Bank | 0.07% | No change | 18,258 | $1.2M |
| Falcon Wealth Planning | 0.11% | Reduce -14.6% | 18,121 | $1.2M |
| Mycio Wealth Partners, LLC | 0.28% | No change | 18,025 | $1.2M |
| Kassira Wealth Management LLC | 1.18% | — | 17,992 | $1.2M |
| Integrated Advisors Network LLC | 0.05% | Reduce -35.5% | 17,980 | $1.2M |
| GC Wealth Management RIA, LLC | 0.04% | Reduce -4.7% | 17,894 | $1.2M |
| LRI Investments, LLC | 0.10% | No change | 17,436 | $1.2M |
| Riverbend Wealth Management, LLC | 0.82% | Add +2.6% | 17,292 | $1.2M |
| Intrua Financial, LLC | 0.14% | Reduce -25.5% | 17,269 | $1.2M |
| Private Trust Co. NA | 0.10% | Reduce -12.6% | 17,232 | $1.2M |
| Resurgent Financial Advisors LLC | 0.58% | Reduce -19.1% | 17,229 | $1.2M |
| InvesTrust | 0.43% | Add +0.7% | 17,115 | $1.2M |
| Clearstead Advisors, LLC | 0.02% | Reduce -10.0% | 17,069 | $1.2M |
| MSH Capital Advisors LLC | 0.31% | Reduce -2.9% | 17,021 | $1.2M |
| Ascension Capital Advisors, Inc. | 0.44% | No change | 16,815 | $1.1M |
| Clayton Financial Group LLC | 0.83% | Add +98.5% | 16,800 | $1.1M |
| Evergreen Capital Management LLC | 0.03% | Add +43.4% | 16,580 | $1.1M |
| Old National Bancorp | 0.02% | Add +57.6% | 16,523 | $1.1M |
| Factor Wealth Management LTD | 0.28% | Add +1.4% | 16,513 | $1.1M |
| Semus Wealth Partners LLC | 0.63% | Reduce -7.7% | 16,406 | $1.1M |
| Private Wealth Asset Management, LLC | 0.13% | Reduce -0.3% | 16,400 | $1.1M |
| Fifth Third Wealth Advisors LLC | 0.04% | Add +114.4% | 16,382 | $1.1M |
| Fonville Wealth Management LLC | 0.25% | Reduce -1.9% | 16,158 | $1.1M |
| Quest 10 Wealth Builders, Inc. | 1.00% | Add +7.3% | 16,062 | $1.1M |
| Napa Wealth Management | 0.51% | New | 16,006 | $1.1M |
| Citizens Financial Group Inc. | 0.01% | No change | 15,958 | $1.1M |
| First Citizens Financial Corp | 0.53% | Add +8.5% | 15,827 | $1.1M |
| Western Wealth Management, LLC | 0.06% | Add +33.3% | 15,777 | $1.1M |
| Evanson Asset Management, LLC | 0.06% | No change | 15,642 | $1.1M |
| Financial Management Professionals, Inc. | 0.11% | New | 15,609 | $1.1M |
| Mesirow Financial Investment Management, Inc. | 0.02% | No change | 15,546 | $1.1M |
| Blue Zone Wealth Advisors, LLC | 0.21% | New | 15,379 | $1.0M |
| Richmond Investment Services, LLC | 0.19% | Add +6.7% | 15,353 | $1.0M |
| Fiduciary Advisors, Inc. | 0.84% | Reduce -10.1% | 15,286 | $1.0M |
| ARK & TLK Investments, LLC | 0.33% | No change | 15,273 | $1.0M |
| Madden Advisory Services, Inc. | 0.43% | Add +12.5% | 15,251 | $1.0M |
| Sierra Capital LLC | 0.11% | No change | 15,250 | $1.0M |
| Advyzon Investment Management, LLC | 0.18% | Add +52.1% | 15,193 | $1.0M |
| Lido Advisors, LLC | 0.00% | Add +32.4% | 15,169 | $1.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Reduce -4.2% | 15,116 | $1.0M |
| Strategic Wealth Partners, Ltd. | 0.08% | Add +627.3% | 14,976 | $1.0M |
| Luts & Greenleigh Group, Inc. | 0.91% | Reduce -1.6% | 14,907 | $1.0M |
| Gallagher Fiduciary Advisors, LLC | 0.04% | Reduce -14.8% | 14,824 | $1.0M |
| Lantern Wealth Advisors, LLC | 0.53% | Add +3.2% | 14,814 | $1.0M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Reduce -6.0% | 14,359 | $981K |
| Unique Wealth Strategies, LLC | 0.38% | Add +0.5% | 14,418 | $978K |
| O'Connor Financial Group LLC | 0.41% | Add +1.0% | 14,359 | $974K |
| Heritage Family Offices, LLP | 0.45% | Reduce -2.9% | 14,184 | $962K |
| JT Stratford LLC | 0.13% | Reduce -11.3% | 14,075 | $955K |
| Journey Strategic Wealth LLC | 0.03% | Reduce -19.1% | 14,018 | $951K |
| SouthState Bank Corp | 0.04% | Reduce -0.6% | 13,923 | $944K |
| GFS Advisors, LLC | 0.12% | Reduce -1.1% | 13,831 | $938K |
| D.A. Davidson & Co. | 0.01% | Reduce -2.6% | 13,791 | $935K |
| Ewa, LLC | 0.25% | Reduce -0.6% | 13,464 | $913K |
| Bridges Investment Management Inc. | 0.01% | Add +0.2% | 13,369 | $907K |
| American Financial Advisors, LLC | 0.12% | Reduce -2.3% | 13,349 | $905K |
| Turtle Creek Wealth Advisors, LLC | 0.08% | Add +30.7% | 13,338 | $905K |
| PUREfi Wealth, LLC | 0.69% | Reduce -10.1% | 13,227 | $897K |
| MN Wealth Advisors, LLC | 0.48% | Reduce -26.9% | 13,203 | $896K |
| Stephens Inc. | 0.01% | Add +0.8% | 13,118 | $890K |
| Quotient Wealth Partners, LLC | 0.02% | Reduce -3.2% | 12,986 | $881K |
| Stokes Family Office, LLC | 0.08% | Add +31.8% | 12,952 | $879K |
| Hardin Capital Partners, LLC | 0.47% | No change | 12,907 | $875K |
| Beacon Financial Group | 0.09% | Reduce -12.1% | 12,859 | $872K |
| Opinicus Capital, Inc. | 0.60% | Reduce -1.7% | 12,856 | $872K |
| M Holdings Securities, Inc. | 0.18% | New | 12,798 | $868K |
| StoneX Group Inc. | 0.04% | Add +3.2% | 12,575 | $853K |
| Rialto Wealth Management, LLC | 0.22% | Reduce -1.4% | 12,487 | $847K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +22.9% | 12,432 | $843K |
| Asset Dedication, LLC | 0.06% | Reduce -5.6% | 12,337 | $837K |
| GWN Securities Inc. | 0.19% | Add +0.6% | 12,200 | $830K |
| VestGen Investment Management | 0.49% | Reduce -12.9% | 12,004 | $814K |
| Net Worth Advisory Group | 0.24% | Reduce -80.6% | 11,983 | $813K |
| Sound Financial Strategies Group, LLC | 0.59% | Add +2.0% | 11,975 | $812K |
| Blue Capital, Inc. | 0.60% | New | 11,950 | $811K |
| 25 LLC | 0.28% | Add +0.1% | 11,910 | $808K |
| Chilton Investment Co. Inc. | 0.02% | New | 11,900 | $807K |
| Pinnacle Family Advisors, LLC | 0.35% | Reduce -1.5% | 11,767 | $798K |
| Aurelius Family Office LLC | 0.34% | Reduce -7.2% | 11,426 | $775K |
| One Capital Management, LLC | 0.02% | Reduce -93.1% | 11,351 | $770K |
| Portside Wealth Group, LLC | 0.11% | Add +46.9% | 11,338 | $769K |
| Evolution Wealth Management Inc. | 0.79% | Add +78.7% | 11,303 | $767K |
| Manhattan West Asset Management, LLC | 0.16% | No change | 11,234 | $762K |
| Pallas Capital Advisors LLC | 0.03% | Reduce -3.6% | 11,206 | $760K |
| Accurate Wealth Management, LLC | 0.10% | Reduce -2.3% | 11,183 | $756K |
| Childress Capital Advisors, LLC | 0.14% | No change | 10,900 | $739K |
| Savvy Advisors, Inc. | 0.03% | Reduce -29.5% | 10,885 | $738K |
| BWM Planning, LLC | 0.22% | No change | 10,860 | $737K |
| Foster Group, Inc. | 0.02% | Reduce -6.0% | 10,825 | $734K |
| FLP Wealth Management, LLC | 2.05% | Reduce -16.7% | 10,742 | $729K |
| Argent Trust Co | 0.03% | Add +9.3% | 10,648 | $722K |
| Twin Focus Capital Partners, LLC | 0.09% | Add +3.4% | 10,567 | $717K |
| Mission Wealth Management, LP | 0.01% | Add +0.9% | 10,460 | $710K |
| Magnus Financial Group LLC | 0.06% | Reduce -19.9% | 10,397 | $705K |
| Moors & Cabot, Inc. | 0.03% | Add +33.1% | 10,328 | $701K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 10,131 | $696K |
| Consolidated Portfolio Review Corp | 0.09% | Reduce -6.3% | 10,252 | $695K |
| Ariadne Wealth Management, LP | 0.31% | No change | 9,845 | $694K |
| Waldron Private Wealth LLC | 0.03% | No change | 10,169 | $690K |
| Fragasso Financial Advisors Inc | 0.04% | No change | 10,001 | $687K |
| Pure Financial Advisors, LLC | 0.01% | Add +11.2% | 10,070 | $683K |
| Hemington Wealth Management | 0.09% | No change | 10,070 | $683K |
| Financial Perspectives, Inc | 0.19% | Add +7.7% | 9,871 | $670K |
| Transamerica Financial Advisors, LLC | 0.06% | New | 9,869 | $669K |
| GatePass Capital, LLC | 0.39% | Add +14.3% | 9,864 | $669K |
| Townsquare Capital LLC | 0.10% | Reduce -27.6% | 9,813 | $666K |
| Capital Investment Advisory Services, LLC | 0.05% | Reduce -9.7% | 9,724 | $660K |
| Altfest L J & Co. Inc. | 0.07% | Reduce -71.6% | 9,683 | $657K |
| Caprock Group, LLC | 0.02% | — | 9,763 | $654K |
| Cherry Tree Wealth Management, LLC | 0.14% | Reduce -1.1% | 9,622 | $653K |
| Perennial Investment Advisors, LLC | 0.05% | Reduce -24.9% | 9,564 | $649K |
| Midwest Heritage Bank, FSB | 0.23% | Add +0.8% | 9,545 | $647K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +6.5% | 9,538 | $647K |
| Motive Wealth Advisors | 0.28% | No change | 9,437 | $640K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -1.7% | 9,402 | $638K |
| Wealthfront Advisers LLC | 0.00% | Add +34.9% | 9,362 | $635K |
| Etesian Wealth Advisors, Inc. | 0.21% | Add +112.9% | 9,345 | $634K |
| MGB Wealth Management, LLC | 0.18% | Reduce -25.0% | 9,369 | $633K |
| First Commonwealth Financial Corp | 0.11% | Reduce -1.1% | 9,263 | $628K |
| Allegheny Financial Group | 0.12% | Add +35.0% | 9,247 | $627K |
| MAI Capital Management | 0.00% | Reduce -2.8% | 9,182 | $623K |
| Fulcrum Equity Management | 0.63% | Reduce -23.4% | 9,161 | $621K |
| Flputnam Investment Management Co. | 0.01% | Reduce -8.1% | 9,147 | $620K |
| Samalin Investment Counsel, LLC | 0.21% | Reduce -0.5% | 9,133 | $620K |
| Summit Financial, LLC | 0.01% | Reduce -2.7% | 9,110 | $618K |
| Ritter Daniher Financial Advisory LLC / DE | 0.11% | No change | 8,998 | $610K |
| Lodestone Wealth Management LLC | 0.27% | Reduce -0.9% | 8,982 | $609K |
| SMART Wealth LLC | 0.23% | Add +21.4% | 8,951 | $607K |
| MIdWestOne Financial Group, Inc. | 0.07% | No change | 8,919 | $605K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Add +1.8% | 8,885 | $603K |
| Vermillion & White Wealth Management Group, LLC | 0.34% | Reduce -0.0% | 8,871 | $602K |
| Osborne Partners Capital Management, LLC | 0.03% | No change | 8,800 | $597K |
| GHP Investment Advisors, Inc. | 0.03% | No change | 8,775 | $595K |
| BAM Wealth Management, LLC | 0.46% | — | 8,674 | $588K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 8,666 | $588K |
| Two Sigma Securities, LLC | 0.09% | Add +42.7% | 8,635 | $586K |
| Essex Bank | 0.13% | Reduce -0.8% | 8,633 | $586K |
| Cornerstone Advisors Asset Management, LLC | 0.10% | No change | 8,629 | $585K |
| Keystone Wealth Services, LLC | 0.13% | Add +27.8% | 8,549 | $580K |
| NBT Bank, N.A. | 0.04% | Reduce -99.2% | 68 | $579K |
| Hill Investment Group Partners, LLC | 0.07% | Reduce -0.7% | 8,495 | $576K |
| Decker Retirement Planning Inc. | 0.32% | Add +15.3% | 8,494 | $576K |
| Cary Street Partners Investment Advisory LLC | 0.24% | Reduce -11.8% | 8,487 | $576K |
| Pointe Capital Management LLC | 0.28% | Add +20.9% | 8,455 | $574K |
| Milestone Asset Management Group, LLC | 0.36% | No change | 8,389 | $569K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -0.9% | 8,373 | $568K |
| Fairvoy Private Wealth, LLC | 0.13% | Reduce -0.1% | 8,313 | $564K |
| Innova Wealth Partners | 0.30% | Add +158.0% | 8,295 | $563K |
| Quarry Hill Advisors, LLC | 0.29% | Reduce -0.2% | 8,294 | $563K |
| Legacy Edge Advisors, LLC | 0.07% | Reduce -16.0% | 8,289 | $562K |
| American Trust | 0.05% | Add +2.5% | 8,286 | $562K |
| Talisman Wealth Advisors LLC | 0.46% | Add +15.2% | 8,263 | $560K |
| First Citizens Asset Management, Inc. | 0.20% | Reduce -21.7% | 8,231 | $558K |
| Visionary Wealth Advisors | 0.03% | Reduce -51.5% | 8,185 | $555K |
| Pinnacle Bancorp, Inc. | 0.16% | Add +5.6% | 8,176 | $555K |
| Continuum Advisory, LLC | 0.06% | Reduce -2.7% | 8,073 | $548K |
| Raffa Wealth Management, LLC | 0.10% | No change | 8,054 | $546K |
| Brighton Jones LLC | 0.01% | Reduce -0.2% | 8,028 | $545K |
| Red Tortoise LLC | 0.24% | No change | 7,966 | $540K |
| Ameritas Advisory Services, LLC | 0.04% | Add +42.0% | 7,937 | $538K |
| BCS Wealth Management | 0.12% | Reduce -13.3% | 7,927 | $538K |
| Argent Advisors, Inc. | 0.16% | Reduce -8.3% | 7,913 | $537K |
| Per Stirling Capital Management, LLC. | 0.06% | Reduce -81.9% | 7,907 | $536K |
| Curi Capital, LLC | 0.01% | Add +1.7% | 7,906 | $536K |
| Harbour Capital Advisors, LLC | 0.11% | No change | 7,859 | $535K |
| Empirical Asset Management, LLC | 0.15% | Reduce -17.6% | 7,879 | $534K |
| Hazlett, Burt & Watson, Inc. | 0.19% | Add +123.5% | 7,880 | $534K |
| CGN Advisors LLC | 0.04% | Reduce -2.1% | 7,836 | $532K |
| Moneco Advisors, LLC | 0.04% | Reduce -74.4% | 7,714 | $523K |
| Ascentis Wealth Management, LLC | 0.13% | Add +11.3% | 7,698 | $522K |
| Montis Financial, LLC | 0.12% | New | 7,621 | $517K |
| Center for Financial Planning, Inc. | 0.06% | No change | 7,611 | $516K |
| Balance Wealth Partners LLC | 0.13% | Reduce -1.6% | 7,548 | $512K |
| Lauterbach Financial Advisors, LLC | 0.26% | Reduce -4.0% | 7,547 | $512K |
| Freestone Capital Holdings, LLC | 0.02% | Add +47.6% | 7,530 | $511K |
| Sachetta, LLC | 0.19% | No change | 7,500 | $509K |
| Palisade Asset Management, LLC | 0.05% | Add +0.2% | 7,482 | $508K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -1.3% | 7,466 | $506K |
| Vident Advisory, LLC | 0.00% | Add +51.0% | 7,369 | $500K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -5.7% | 7,345 | $498K |
| Tranquility Partners, LLC | 0.17% | No change | 7,293 | $495K |
| Claris Advisors, LLC / Mo / | 0.17% | No change | 7,766 | $493K |
| Essex Financial Services, Inc. | 0.03% | Add +1.4% | 7,246 | $492K |
| Prosperity Planning, Inc. | 0.18% | Reduce -10.2% | 7,186 | $487K |
| Cape Investment Advisory, Inc. | 0.48% | Add +2.9% | 7,177 | $487K |
| Michels Family Financial, LLC | 0.38% | Reduce -12.8% | 7,115 | $483K |
| PFG Investments, LLC | 0.03% | New | 7,109 | $482K |
| Ieq Capital, LLC | 0.00% | New | 7,083 | $480K |
| MainStreet Investment Advisors LLC | 0.06% | No change | 6,938 | $471K |
| Gilman Hill Asset Management, LLC | 0.07% | No change | 6,904 | $468K |
| Kestra Investment Management, LLC | 0.01% | Reduce -0.9% | 6,897 | $468K |
| Lloyd Advisory Services, LLC. | 0.22% | Reduce -4.8% | 6,865 | $466K |
| Squire Investment Management Company, LLC | 0.15% | No change | 6,844 | $464K |
| Aerodigm Wealth, LLC | 0.19% | Reduce -7.5% | 6,768 | $462K |
| Novus Advisors, LLC | 1.06% | Add +5.1% | 6,804 | $462K |
| Syntegra Private Wealth Group, LLC | 0.04% | Reduce -11.7% | 6,799 | $461K |
| Fermata Advisors, LLC | 0.12% | Add +3.5% | 6,759 | $458K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -0.8% | 6,758 | $458K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -7.6% | 6,693 | $454K |
| PBMares Wealth Management LLC | 0.07% | Reduce -0.7% | 6,670 | $452K |
| Krilogy Financial LLC | 0.02% | New | 6,394 | $438K |
| Well Done, LLC | 0.07% | Add +3.7% | 6,455 | $438K |
| Midwest Capital Advisors, LLC | 0.21% | Reduce -1.3% | 6,423 | $436K |
| SwitchPoint Financial Planning, LLC | 0.32% | No change | 6,415 | $435K |
| Spinnaker Investment Group, LLC | 0.08% | New | 6,403 | $434K |
| Allegiance Financial Group Advisory Services LLC | 0.10% | Reduce -19.4% | 6,337 | $430K |
| Partners Capital Investment Group, LLP | 0.02% | No change | 6,324 | $429K |
| Lion Street Advisors, LLC | 0.15% | Reduce -48.5% | 8,244 | $429K |
| Northwest Bancshares, Inc. | 0.07% | Reduce -2.9% | 6,283 | $426K |
| Flagstar Securities, Inc. | 0.13% | Reduce -33.6% | 6,234 | $423K |
| Meridian Wealth Management, LLC | 0.02% | Add +1.2% | 6,232 | $423K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | New | 6,220 | $422K |
| AlTi Global, Inc. | 0.01% | No change | 6,205 | $421K |
| Founders Financial Securities LLC | 0.03% | New | 6,188 | $420K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Add +13.8% | 6,178 | $419K |
| Horizon Investments, LLC | 0.01% | New | 6,170 | $419K |
| Gilliland Jeter Wealth Management LLC | 0.13% | Add +87.1% | 6,043 | $410K |
| Aaron Wealth Advisors LLC | 0.02% | No change | 6,031 | $409K |
| Hilltop Holdings Inc. | 0.02% | Reduce -13.9% | 6,014 | $408K |
| DGS Capital Management, LLC | 0.07% | Reduce -6.1% | 6,007 | $407K |
| Pines Wealth Management, LLC | 0.14% | Reduce -3.9% | 6,003 | $407K |
| Midwest Trust Co | 0.01% | Add +38.5% | 5,992 | $406K |
| CAP Partners, LLC | 0.23% | Reduce -3.0% | 5,982 | $406K |
| Tanglewood Wealth Management, Inc. | 0.04% | No change | 5,972 | $405K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 5,965 | $405K |
| Copia Wealth Management | 0.30% | Reduce -2.2% | 5,916 | $401K |
| Foundry Financial Group, Inc. | 0.21% | No change | 5,878 | $399K |
| Hilltop National Bank | 0.10% | Add +0.4% | 5,876 | $399K |
| Trust Point Inc. | 0.03% | No change | 5,849 | $397K |
| REAP Financial Group, LLC | 0.09% | Reduce -1.9% | 5,774 | $392K |
| Acorn Wealth Advisors, LLC | 0.12% | New | 5,770 | $391K |
| Capstone Wealth Management, LLC | 0.30% | No change | 5,769 | $391K |
| Citizens Business Bank | 0.07% | No change | 5,756 | $390K |
| Hippocratic Financial Advisors, LLC | 0.19% | No change | 5,755 | $390K |
| Dopkins Wealth Management, LLC | 0.16% | No change | 5,710 | $387K |
| Conning Inc. | 0.01% | Reduce -42.9% | 5,670 | $385K |
| James J. Burns & Company, LLC | 0.06% | Reduce -1.0% | 5,660 | $384K |
| Uptick Partners, LLC | 0.10% | Reduce -13.1% | 5,634 | $382K |
| Elevation Point Wealth Partners, LLC | 0.03% | Reduce -93.7% | 5,621 | $381K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -12.6% | 5,586 | $379K |
| Kelly Financial Group LLC | 0.10% | Reduce -0.8% | 5,585 | $379K |
| Becker Capital Management Inc. | 0.01% | New | 5,585 | $379K |
| Beaird Harris Wealth Management, LLC | 0.03% | Add +9.6% | 5,551 | $377K |
| Kovack Advisors, Inc. | 0.04% | Reduce -13.7% | 5,546 | $376K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +4.4% | 5,524 | $375K |
| Americana Partners, LLC | 0.01% | Add +0.7% | 5,524 | $375K |
| Wharton Business Group, LLC | 0.02% | Reduce -7.5% | 5,515 | $374K |
| Marino, Stram & Associates LLC | 0.07% | No change | 5,494 | $373K |
| Shotwell Rutter Baer Inc | 0.24% | Reduce -8.3% | 5,460 | $373K |
| Life Line Wealth Management LLC | 0.11% | Add +10.1% | 5,432 | $368K |
| Synovus Financial Corp. | 0.00% | New | 5,421 | $368K |
| Intelligence Driven Advisers, LLC | 0.05% | No change | 5,414 | $367K |
| Beverly Hills Private Wealth, LLC | 0.06% | Reduce -25.9% | 5,352 | $363K |
| Investment Advisory Group, LLC | 0.10% | Reduce -0.9% | 5,332 | $362K |
| Hobart Private Capital, LLC | 0.08% | Reduce -3.1% | 5,330 | $362K |
| Facet Wealth, Inc. | 0.01% | Add +11.8% | 5,294 | $359K |
| RHS Financial, LLC | 0.19% | No change | 5,277 | $358K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 5,262 | $357K |
| Cardiff Park Advisors, LLC | 0.03% | No change | 5,220 | $354K |
| Sage Mountain Advisors LLC | 0.02% | No change | 5,199 | $353K |
| Institute for Wealth Management, LLC. | 0.04% | No change | 5,191 | $352K |
| Index Fund Advisors, Inc. | 0.02% | No change | 5,153 | $350K |
| Freedom Investment Management, Inc. | 0.09% | Reduce -76.9% | 5,146 | $349K |
| Trilogy Capital Inc. | 0.02% | Reduce -0.1% | 5,128 | $348K |
| Baker Tilly Wealth Management, LLC | 0.08% | Add +47.9% | 5,120 | $347K |
| Fisher Asset Management | 0.00% | Reduce -48.8% | 5,094 | $346K |
| Lockerman Financial Group, Inc. | 0.43% | Reduce -13.4% | 5,067 | $344K |
| Nations Financial Group Inc, /Ia/ | 0.02% | New | 5,013 | $340K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -4.8% | 4,959 | $339K |
| Integral Investment Advisors, Inc. | 0.09% | No change | 5,000 | $339K |
| Great Oak Capital Partners, LLC | 0.09% | New | 4,995 | $339K |
| Bridge Generations Wealth Management LLC | 0.22% | No change | 4,961 | $337K |
| Opes Wealth Management LLC | 0.06% | No change | 4,958 | $336K |
| Edgestream Partners, L.P. | 0.01% | New | 4,916 | $333K |
| Fidelity D & D Bancorp Inc. | 0.18% | Add +6.8% | 4,892 | $332K |
| Inspire Advisors, LLC | 0.03% | Add +21.8% | 4,873 | $331K |
| Hidden Cove Wealth Management, LLC | 0.22% | Add +42.0% | 4,822 | $327K |
| Silverlake Wealth Management LLC | 0.08% | Add +0.2% | 4,772 | $324K |
| FSA Advisors, Inc. | 0.26% | Reduce -1.2% | 4,761 | $323K |
| Wedmont Private Capital | 0.01% | Reduce -31.8% | 4,739 | $323K |
| International Assets Investment Management, LLC | 0.03% | No change | 5,039 | $320K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -22.0% | 4,671 | $317K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -13.7% | 4,670 | $317K |
| Canandaigua National Bank & Trust Co. | 0.03% | Add +3.1% | 4,659 | $316K |
| New Republic Capital, LLC | 0.10% | Reduce -21.0% | 4,649 | $315K |
| HUB Investment Partners, LLC | 0.01% | Add +2.9% | 4,622 | $314K |
| Parkwoods Wealth Partners, LLC | 0.11% | New | 4,614 | $313K |
| Legacy Wealth Asset Management, LLC | 0.08% | No change | 4,593 | $312K |
| Oregon Pacific Wealth Management, LLC | 0.27% | Add +1.3% | 4,591 | $311K |
| Cambridge Financial Group, LLC | 0.10% | No change | 4,589 | $311K |
| Western Financial Corp | 0.13% | Reduce -11.1% | 4,569 | $310K |
| Northstar Asset Management Inc. | 0.08% | New | 4,564 | $310K |
| Fiscal Wisdom Wealth Management, LLC | 0.29% | — | 4,521 | $308K |
| Elevation Wealth Partners, LLC | 0.11% | No change | 4,537 | $308K |
| Global Financial Private Client, LLC | 0.11% | Reduce -16.0% | 4,505 | $306K |
| Hirtle & Co., LLC | 0.01% | Reduce -5.0% | 4,428 | $300K |
| Milestone Investment Advisors LLC | 0.07% | No change | 4,387 | $298K |
| Knightsbridge Asset Management, LLC | 0.05% | No change | 4,358 | $296K |
| Novem Group | 0.03% | Reduce -0.5% | 4,322 | $293K |
| Ascentis Independent Advisors | 0.05% | Reduce -3.5% | 4,278 | $290K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 4,258 | $289K |
| Parallel Advisors, LLC | 0.01% | Add +4.0% | 4,239 | $288K |
| Veracity Capital LLC | 0.09% | Reduce -28.3% | 4,220 | $286K |
| Sachem Hill LLC | 0.06% | Reduce -3.9% | 4,133 | $280K |
| Arlington Trust Co LLC | 0.05% | No change | 4,114 | $279K |
| LVW Advisors, LLC | 0.03% | Reduce -81.5% | 4,086 | $277K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +6.3% | 4,086 | $277K |
| TRUE Private Wealth Advisors | 0.03% | Add +3.0% | 4,064 | $276K |
| Fifth Third Securities, Inc. | 0.02% | Reduce -52.2% | 4,023 | $273K |
| Vontobel Holding Ltd. | 0.00% | Reduce -80.2% | 4,000 | $271K |
| LongView Wealth Management | 0.07% | Reduce -8.1% | 3,990 | $271K |
| Empower Advisory Group, LLC | 0.00% | New | 3,985 | $270K |
| TBH Global Asset Management, LLC | 0.05% | New | 3,959 | $269K |
| Professional Financial Advisors, LLC | 0.06% | Add +1.3% | 3,910 | $265K |
| Versant Capital Management, Inc | 0.04% | No change | 3,905 | $265K |
| Angeles Wealth Management, LLC | 0.02% | No change | 3,858 | $262K |
| Bridgewealth Advisory Group, LLC | 0.06% | No change | 3,826 | $260K |
| Synergy Asset Management, LLC | 0.01% | New | 3,812 | $259K |
| Obermeyer Wealth Partners | 0.01% | Add +1.4% | 3,812 | $259K |
| Cynosure Group, LLC | 0.03% | No change | 3,773 | $256K |
| Catalyst Financial Partners LLC | 0.03% | Reduce -23.3% | 3,762 | $255K |
| Stewardship Advisors, LLC | 0.06% | New | 3,745 | $254K |
| Team Hewins, LLC | 0.08% | No change | 3,665 | $249K |
| Vickerman Investment Advisors, Inc. | 0.05% | No change | 3,657 | $248K |
| Aurdan Capital Management, LLC | 0.08% | No change | 3,647 | $247K |
| MKT Advisors LLC | 0.09% | No change | 3,605 | $246K |
| Mission Hills Financial Advisory, LLC | 0.13% | No change | 3,612 | $245K |
| Urban Financial Advisory Corp | 0.11% | No change | 3,586 | $243K |
| AlphaCore Capital LLC | 0.01% | No change | 3,565 | $242K |
| Radnor Capital Management, LLC | 0.04% | No change | 3,561 | $242K |
| Marco Investment Management LLC | 0.02% | No change | 3,500 | $237K |
| Squarepoint Ops LLC | 0.00% | Reduce -82.4% | 3,480 | $236K |
| Pacific Asset Management, LLC | 0.16% | New | 3,465 | $235K |
| Oxford Financial Group, LTD. LLC | 0.01% | New | 3,451 | $234K |
| Baron Silver Stevens Financial Advisors, LLC | 0.03% | Reduce -18.0% | 3,447 | $234K |
| Huntleigh Advisors, Inc. | 0.04% | New | 3,440 | $233K |
| Peak Planning Group, LLC | 0.12% | Reduce -15.3% | 3,410 | $231K |
| Stonebridge Financial Group, LLC | 0.02% | Reduce -1.3% | 3,405 | $231K |
| Wealthspire Retirement, LLC | 0.01% | New | 3,403 | $231K |
| Total Wealth Planning, LLC | 0.03% | No change | 3,401 | $231K |
| FineMark National Bank & Trust | 0.01% | Reduce -0.8% | 3,390 | $230K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.08% | No change | 3,309 | $228K |
| CFO4Life Group, LLC | 0.03% | Add +1.7% | 3,352 | $227K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | No change | 3,344 | $227K |
| Vanguard Group Inc. | 0.00% | New | 3,325 | $226K |
| Russell Investments Group, Ltd. | 0.00% | Add +241.6% | 3,310 | $225K |
| Commonwealth Financial Services, LLC | 0.04% | New | 3,284 | $223K |
| Frontier Asset Management, LLC | 0.06% | No change | 3,277 | $222K |
| Atlas Brown,Inc. | 0.07% | No change | 3,263 | $221K |
| American National Bank & Trust | 0.02% | No change | 3,262 | $221K |
| Davidson Trust Co. | 0.09% | No change | 3,256 | $221K |
| Brass Tax Wealth Management, Inc. | 0.04% | No change | 3,253 | $221K |
| Avior Wealth Management, LLC | 0.01% | Reduce -20.6% | 3,251 | $221K |
| Nicolet Bankshares Inc. | 0.04% | No change | 3,238 | $220K |
| Financial Sense Advisors, Inc. | 0.04% | Reduce -2.4% | 3,223 | $219K |
| Fortis Advisors, LLC | 0.12% | Reduce -40.0% | 3,217 | $218K |
| Stone Summit Wealth LLC | 0.06% | Reduce -1.6% | 3,213 | $218K |
| Atlas Private Wealth Advisors | 0.05% | Reduce -52.5% | 3,176 | $215K |
| Oarsman Capital, Inc. | 0.03% | No change | 3,168 | $215K |
| One Wealth Management Investment & Advisory Services, LLC | 0.25% | New | 3,162 | $214K |
| Clarity Financial LLC | 0.02% | New | 3,145 | $213K |
| Oak Family Advisors, LLC | 0.07% | New | 3,145 | $213K |
| Coppell Advisory Solutions LLC | 0.02% | Reduce -1.3% | 3,151 | $213K |
| Paces Ferry Wealth Advisors, LLC | 0.09% | New | 3,132 | $212K |
| Madison Wealth Partners, Inc | 0.04% | Reduce -7.3% | 3,129 | $212K |
| Rwa Wealth Partners, LLC | 0.00% | New | 3,123 | $212K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -0.3% | 3,119 | $212K |
| Optimist Retirement Group LLC | 0.10% | New | 3,105 | $211K |
| Vantage Point Financial LLC | 0.08% | Reduce -34.8% | 3,095 | $210K |
| TrueWealth Advisors, LLC | 0.06% | Reduce -16.4% | 3,082 | $209K |
| Fsa Wealth Partners, Inc. | 0.08% | New | 3,080 | $209K |
| Astoria Portfolio Advisors LLC. | 0.05% | New | 3,056 | $209K |
| Cornerstone Financial Group, LLC | 0.16% | New | 3,066 | $208K |
| Oder Investment Management, LLC | 0.15% | New | 3,035 | $206K |
| WASHINGTON TRUST Co | 0.01% | New | 3,031 | $206K |
| Comprehensive Money Management Services LLC | 0.14% | New | 3,005 | $204K |
| Friday Financial | 0.09% | New | 3,004 | $204K |
| North Star Asset Management Inc. | 0.01% | New | 3,000 | $203K |
| Eclectic Associates Inc. | 0.04% | New | 2,992 | $203K |
| FLC Capital Advisors | 0.04% | New | 2,984 | $202K |
| Regions Financial Corp. | 0.00% | Reduce -15.5% | 2,968 | $201K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,931 | $199K |
| Imprint Wealth LLC | 0.63% | — | 2,889 | $196K |
| Pineridge Advisors LLC | 0.06% | Add +6.7% | 2,877 | $195K |
| Providence Capital Advisors, LLC | 0.03% | Reduce -8.3% | 2,774 | $188K |
| Bessemer Group Inc. | 0.00% | Reduce -59.1% | 2,693 | $182K |
| SOA Wealth Advisors, LLC. | 0.03% | Reduce -28.8% | 2,650 | $180K |
| Quadrant Capital Group LLC | 0.01% | New | 2,625 | $178K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -10.6% | 2,604 | $177K |
| Wells Financial Advisors INC | 0.23% | Add +2.6% | 2,585 | $175K |
| Rosenberg Matthew Hamilton | 0.04% | Reduce -2.4% | 2,576 | $175K |
| Horizon Bancorp Inc. | 0.08% | No change | 2,520 | $171K |
| MeadowBrook Investment Advisors LLC | 0.15% | No change | 2,495 | $169K |
| Balentine LLC | 0.01% | No change | 2,462 | $167K |
| Zions Bancorporation, National Association | 0.01% | No change | 2,362 | $160K |
| Grey Fox Wealth Advisors, LLC | 0.03% | New | 2,342 | $159K |
| Team Financial Group, LLC | 0.07% | Add +13.5% | 2,327 | $158K |
| S.A. Mason LLC | 0.07% | No change | 2,291 | $155K |
| Rothschild Investment LLC | 0.01% | No change | 2,257 | $153K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 2,212 | $150K |
| Clark Wealth Partners | 0.09% | Add +138.0% | 2,066 | $148K |
| GAMMA Investing LLC | 0.01% | Add +3.6% | 2,117 | $144K |
| JDM Financial Group LLC | 0.06% | No change | 2,088 | $142K |
| MCF Advisors LLC | 0.01% | No change | 2,043 | $139K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,838 | $125K |
| Tsfg, LLC | 0.02% | Add +9.0% | 1,741 | $118K |
| Founders Financial Alliance, LLC | 0.02% | Add +22.7% | 1,588 | $108K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,478 | $100K |
| Root Financial Partners, LLC | 0.01% | New | 1,478 | $100K |
| Oakworth Capital, Inc. | 0.01% | Add +268.8% | 1,394 | $95K |
| Ameriflex Group, Inc. | 0.03% | Reduce -53.6% | 1,364 | $93K |
| Navigoe, LLC | 0.06% | No change | 1,348 | $91K |
| Matrix Private Capital Group LLC | 0.05% | No change | 1,322 | $90K |
| High Note Wealth, LLC | 0.02% | Reduce -6.8% | 1,302 | $88K |
| Rice Partnership, LLC | 0.01% | Add +33.4% | 1,246 | $85K |
| Salem Investment Counselors Inc. | 0.00% | Add +94.7% | 1,242 | $84K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +8.2% | 1,231 | $83K |
| Hoey Investments, Inc. | 0.01% | Add +2.6% | 1,203 | $82K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -80.8% | 1,115 | $76K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 1,113 | $75K |
| Tortoise Investment Management, LLC | 0.01% | No change | 1,095 | $74K |
| Princeton Global Asset Management LLC | 0.01% | No change | 1,089 | $74K |
| Family Legacy Financial Solutions, LLC | 0.05% | New | 1,058 | $72K |
| Bogart Wealth, LLC | 0.00% | No change | 1,000 | $68K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 982 | $67K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 972 | $66K |
| Koesten, Hirschmann & Crabtree, INC. | 0.03% | No change | 954 | $65K |
| Howe & Rusling Inc. | 0.00% | No change | 932 | $63K |
| Atlantic Private Wealth, LLC | 0.04% | No change | 923 | $63K |
| Barclays PLC | 0.00% | No change | 890 | $60K |
| Ballast Advisors LLC | 0.02% | No change | 838 | $57K |
| Rossby Financial, LCC | 0.02% | No change | 830 | $57K |
| Bangor Savings Bank | 0.00% | Add +4843.8% | 791 | $54K |
| Powell Investment Advisors, LLC | 0.02% | No change | 790 | $54K |
| Financial Network Wealth Advisors LLC | 0.05% | Add +23.4% | 729 | $49K |
| Tucker Asset Management LLC | 0.01% | No change | 714 | $48K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +75.8% | 677 | $46K |
| Measured Wealth Private Client Group, LLC | 0.01% | New | 675 | $46K |
| Tompkins Financial Corp. | 0.00% | Reduce -0.1% | 650 | $44K |
| Highline Wealth Partners LLC | 0.01% | No change | 642 | $44K |
| Rossmore Private Capital | 0.00% | New | 616 | $42K |
| Collier Financial | 0.03% | — | 570 | $39K |
| Phillips Financial Management, LLC | 0.00% | Reduce -9.7% | 562 | $38K |
| Atlantic Union Bankshares Corp | 0.00% | Add +257.8% | 551 | $37K |
| JNBA Financial Advisors | 0.00% | No change | 550 | $37K |
| Breakwater Investment Management | 0.01% | No change | 528 | $36K |
| Tripletail Wealth Management, LLC | 0.04% | New | 508 | $35K |
| Crewe Advisors LLC | 0.00% | Add +12.5% | 505 | $34K |
| MPWM Advisory Solutions, LLC | 0.02% | No change | 499 | $34K |
| Rogco, LP | 0.01% | No change | 499 | $34K |
| Centennial Bank | 0.01% | New | 496 | $34K |
| Abound Wealth Management | 0.01% | Add +25.9% | 496 | $34K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 500 | $33K |
| Trust Co. of Vermont | 0.00% | No change | 479 | $32K |
| Addison Advisors LLC | 0.01% | No change | 472 | $32K |
| Guerra Advisors Inc | 0.01% | New | 470 | $32K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 456 | $31K |
| Caldwell Trust Co | 0.00% | Add +32.1% | 428 | $29K |
| Richardson Capital Management LLC | 0.01% | Reduce -3.9% | 419 | $28K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 409 | $28K |
| Legacy Bridge, LLC | 0.01% | No change | 400 | $27K |
| Atwood & Palmer Inc. | 0.00% | No change | 392 | $27K |
| CVA Family Office, LLC | 0.00% | Reduce -0.3% | 384 | $26K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 363 | $25K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | Reduce -95.4% | 355 | $24K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | New | 351 | $24K |
| Financial Freedom, LLC | 0.01% | No change | 330 | $22K |
| Chesapeake Asset Management LLC | 0.02% | No change | 325 | $22K |
| Integrity Financial Corp | 0.01% | New | 322 | $22K |
| First Community Trust NA | 0.02% | Add +622.7% | 318 | $22K |
| Investors Research Corp | 0.00% | Add +174.1% | 318 | $22K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Add +9.9% | 312 | $21K |
| Toth Financial Advisory Corp. | 0.00% | No change | 306 | $21K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 302 | $21K |
| Optimum Investment Advisors | 0.01% | No change | 301 | $20K |
| Hurley Capital, LLC | 0.01% | No change | 299 | $20K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +96.7% | 295 | $20K |
| Harbor Asset Planning, Inc. | 0.02% | No change | 289 | $20K |
| Fairman Group, LLC | 0.02% | No change | 287 | $19K |
| Hantz Financial Services, Inc. | 0.00% | Add +37.9% | 273 | $19K |
| CGC Financial Services, LLC | 0.01% | No change | 280 | $19K |
| Eastern Bank | 0.00% | Reduce -10.5% | 272 | $18K |
| KERR FINANCIAL PLANNING Corp | 0.03% | — | 256 | $18K |
| Clearstead Trust, LLC | 0.00% | No change | 254 | $17K |
| EPG Wealth Management LLC | 0.00% | No change | 245 | $17K |
| Signaturefd, LLC | 0.00% | Reduce -46.0% | 242 | $16K |
| Avion Wealth | 0.00% | Add +2.5% | 247 | $16K |
| HHM Wealth Advisors, LLC | 0.00% | Add +261.7% | 217 | $15K |
| Strategic Investment Advisors / MI | 0.00% | New | 127,981 | $15K |
| MTM Investment Management, LLC | 0.00% | No change | 206 | $14K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | New | 204 | $14K |
| Archer Investment Corp | 0.00% | No change | 201 | $14K |
| Delos Wealth Advisors, LLC | 0.01% | Add +25.5% | 197 | $13K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 195 | $13K |
| Smithfield Trust Co | 0.00% | No change | 183 | $13K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 190 | $13K |
| Paladin Advisory Group, LLC | 0.01% | No change | 178 | $12K |
| Grand Wealth Management, LLC | 0.01% | No change | 178 | $12K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 174 | $12K |
| Kozak & Associates, Inc. | 0.00% | New | 159 | $11K |
| Evermay Wealth Management LLC | 0.00% | No change | 159 | $11K |
| Glass Jacobson Investment Advisors llc | 0.00% | Add +36.3% | 139 | $9K |
| WFA of San Diego, LLC | 0.01% | No change | 137 | $9K |
| Viewpoint Capital Management LLC | 0.00% | New | 136 | $9K |
| Dunhill Financial, LLC | 0.00% | Add +0.8% | 134 | $9K |
| Luminist Capital LLC | 0.01% | No change | 133 | $9K |
| Trust Co | 0.00% | No change | 128 | $9K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 116 | $8K |
| Park Place Capital Corp | 0.00% | New | 115 | $8K |
| American Wealth Advisors, LLC | 0.01% | — | 113 | $8K |
| Coston, McIsaac & Partners | 0.00% | No change | 104 | $7K |
| Private Wealth Management Group, LLC | 0.00% | New | 99 | $7K |
| Chapman Financial Group, LLC | 0.00% | New | 98 | $7K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 97 | $7K |
| Caitlin John, LLC | 0.00% | New | 87 | $6K |
| Sittner & Nelson, LLC | 0.00% | No change | 84 | $6K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -33.9% | 80 | $5K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 72 | $5K |
| Alerus Financial NA | 0.00% | No change | 69 | $5K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -99.0% | 69 | $5K |
| Topsail Wealth Management, LLC | 0.00% | New | 67 | $5K |
| IAG Wealth Partners, LLC | 0.00% | No change | 67 | $5K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 65 | $4K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 60 | $4K |
| Global Trust Asset Management, LLC | 0.00% | New | 60 | $4K |
| City Holding Co. | 0.00% | No change | 60 | $4K |
| New Millennium Group LLC | 0.00% | No change | 59 | $4K |
| Redmont Wealth Advisors LLC | 0.01% | No change | 55 | $4K |
| Financial Consulate, Inc. | 0.00% | New | 54 | $4K |
| Chelsea Counsel Co. | 0.00% | New | 51 | $3K |
| Barnes Dennig Private Wealth Management LLC | 0.00% | No change | 51 | $3K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 50 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +226.7% | 49 | $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 |
| JPL Wealth Management, LLC | 0.00% | New | 46 | $3K |
| AllSquare Wealth Management LLC | 0.00% | No change | 45 | $3K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 44 | $3K |
| UMB Bank, n.a. | 0.00% | Reduce -58.9% | 44 | $3K |
| Burkett Financial Services, LLC | 0.00% | No change | 42 | $3K |
| Concord Wealth Partners | 0.00% | No change | 42 | $3K |
| North Capital, Inc. | 0.00% | Add +2.4% | 42 | $3K |
| McIlrath & Eck, LLC | 0.00% | No change | 40 | $3K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | Reduce -13.6% | 38 | $3K |
| Lowe Wealth Advisors, LLC | 0.00% | New | 37 | $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% | No change | 35 | $2K |
| Provident Wealth Management, LLC | 0.00% | New | 33 | $2K |
| Abich Financial Wealth Management LLC | 0.00% | — | 30 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 31 | $2K |
| Motco | 0.00% | No change | 29 | $2K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 27 | $2K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 22 | $1K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 21 | $1K |
| HM Payson & Co. | 0.00% | New | 20 | $1K |
| Fairway Wealth LLC | 0.00% | Add +80.0% | 18 | $1K |
| Wolff Wiese Magana LLC | 0.00% | No change | 15 | $1K |
| Cloud Capital Management, LLC | 0.00% | New | 23 | $1K |
| Tidemark, LLC | 0.00% | No change | 10 | $653 |
| Front Row Advisors LLC | 0.00% | No change | 8 | $543 |
| Dogwood Wealth Management LLC | 0.00% | No change | 7 | $475 |
| Bfsg, LLC | 0.00% | New | 4 | $292 |
| Manning & Napier Advisors LLC | 0.00% | New | 4 | $270 |
"% 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.