iShares MSCI Eafe Value ETFEFVETF
13F holders, Q4 2025 (December 31)1,236holders +120
100new positions
56sold out
7famous investors
$71.39avg. 13F price*
At the end of Q4 2025, 1,236 institutions reported holding iShares MSCI Eafe Value ETF (EFV) in their 13F filings, up 120 from Q3 2025. 100 opened new positions and 56 sold out. The largest holders were Envestnet Asset Management Inc. ($3.8B), LPL Financial LLC ($1.4B) and FMR LLC ($1.2B). 7 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares MSCI Eafe Value ETF
- CUSIP
- 464288877
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 100 | $315.7M |
| Exits | 56 | $259.5M |
All 13F filers, Q3 2025 → Q4 2025: 16,295,323 shares bought and 29,402,473 shares sold, net −13,107,150 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,236 holders
| Envestnet Asset Management Inc. | 1.12% | Reduce -12.6% | 52,878,367 | $3.8B |
| LPL Financial LLC | 0.38% | Reduce -5.8% | 19,536,098 | $1.4B |
| FMR LLC | 0.06% | Add +10.4% | 17,034,406 | $1.2B |
| US Bancorp \de | 1.19% | Add +1.5% | 14,206,660 | $1.0B |
| JPMorgan Chase & Co. | 0.06% | Reduce -7.1% | 13,290,860 | $949.1M |
| Morgan Stanley | 0.05% | Add +2.0% | 11,985,894 | $855.9M |
| Bank of America Corp. | 0.05% | Reduce -9.2% | 9,605,829 | $686.0M |
| Envestnet Portfolio Solutions, Inc. | 1.86% | Reduce -5.3% | 7,400,273 | $528.5M |
| Jones Financial Companies LLLP | 0.29% | Reduce -1.4% | 6,770,170 | $483.5M |
| Park Avenue Securities LLC | 3.58% | Reduce -8.0% | 5,908,212 | $421.9M |
| Cwm, LLC | 1.06% | Reduce -14.4% | 5,503,686 | $393.0M |
| Ameriprise Financial Inc. | 0.08% | Reduce -18.2% | 5,084,208 | $363.0M |
| Auto-Owners Insurance Co | 6.88% | Add +15.8% | 4,588,000 | $327.6M |
| Alliancebernstein L.P. | 0.10% | Reduce -7.0% | 4,500,632 | $321.4M |
| MML Investors Services, LLC | 0.78% | Add +0.5% | 4,480,940 | $320.0M |
| BlackRock, Inc. | 0.01% | Reduce -16.2% | 4,278,404 | $305.5M |
| Cetera Investment Advisers | 0.30% | Reduce -2.6% | 3,894,184 | $278.1M |
| Hamilton Capital, LLC | 11.92% | — | 3,339,077 | $238.4M |
| Royal Bank of Canada | 0.04% | Reduce -15.4% | 3,120,918 | $222.9M |
| PNC Financial Services Group, Inc. | 0.12% | Reduce -5.1% | 2,958,640 | $211.3M |
| UBS Group AG | 0.04% | Add +0.1% | 2,946,552 | $210.4M |
| Janney Montgomery Scott LLC | 0.44% | Reduce -13.0% | 2,701,166 | $192.9M |
| Baird Financial Group, Inc. | 0.30% | Reduce -0.2% | 2,675,073 | $191.0M |
| Wells Fargo & Company | 0.04% | Add +1.4% | 2,605,708 | $186.1M |
| RiverFront Investment Group, LLC | 3.02% | Add +3.7% | 2,561,235 | $182.9M |
| Raymond James Financial Inc. | 0.05% | Add +23.4% | 2,434,640 | $173.9M |
| Bank of New York Mellon Corp | 0.03% | Reduce -7.5% | 2,394,007 | $171.0M |
| Tiaa Trust, National Association | 0.41% | Add +1.9% | 2,381,960 | $170.1M |
| Merit Financial Group, LLC | 1.30% | Reduce -0.6% | 2,272,686 | $162.3M |
| NewEdge Advisors, LLC | 0.53% | Reduce -8.6% | 2,035,939 | $145.4M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +21.1% | 2,017,941 | $144.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.47% | Add +3.1% | 1,928,740 | $137.7M |
| OneDigital Investment Advisors LLC | 1.33% | Reduce -13.6% | 1,899,685 | $135.7M |
| Composition Wealth, LLC | 1.94% | Add +1.0% | 1,899,067 | $135.6M |
| Commonwealth Equity Services, LLC | 0.18% | Reduce -2.4% | 1,846,423 | $131.9M |
| Foundations Investment Advisors, LLC | 1.69% | Reduce -13.0% | 1,805,445 | $128.9M |
| Sanctuary Advisors, LLC | 0.68% | Reduce -11.4% | 1,736,536 | $124.0M |
| JB Capital LLC | 4.85% | Reduce -7.7% | 1,663,171 | $118.8M |
| Truist Financial Corp. | 0.15% | Add +14.2% | 1,530,782 | $109.3M |
| Focus Partners Wealth | 0.12% | Add +5.6% | 1,503,714 | $107.4M |
| Modera Wealth Management, LLC | 1.23% | Reduce -14.1% | 1,494,583 | $106.7M |
| Schroder Investment Management Group | 0.08% | New | 1,412,071 | $101.2M |
| Alesco Advisors, LLC, An ESL Co | 2.48% | Reduce -1.7% | 1,342,233 | $95.8M |
| Signature Estate & Investment Advisors LLC | 1.89% | Add +1.8% | 1,311,439 | $93.6M |
| M&T Bank Corp | 0.30% | Reduce -2.9% | 1,288,135 | $92.0M |
| Savant Capital, LLC | 0.52% | Reduce -3.6% | 1,271,841 | $90.8M |
| Stifel Financial Corp. | 0.08% | Reduce -3.8% | 1,246,412 | $89.0M |
| United Capital Financial Advisors, LLC | 0.51% | Reduce -13.5% | 1,173,429 | $83.8M |
| Osaic Holdings, Inc. | 0.12% | Reduce -4.7% | 1,146,329 | $81.9M |
| Thrivent Financial for Lutherans | 0.15% | Reduce -10.8% | 1,117,153 | $80.1M |
| Aspiriant, LLC | 2.24% | Reduce -2.4% | 1,090,928 | $77.9M |
| Sofi Wealth, LLC | 3.87% | Add +4.4% | 1,087,844 | $77.7M |
| Caisse de depot et placement du Quebec | 0.13% | Add +708.9% | 1,071,936 | $76.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +62.6% | 1,066,702 | $76.2M |
| AE Wealth Management LLC | 0.43% | Add +1.0% | 1,050,739 | $75.0M |
| Advocacy Wealth Management, LLC | 3.06% | Reduce -9.9% | 1,024,723 | $73.2M |
| Financial Synergies Wealth Advisors, Inc. | 6.34% | Add +1.7% | 919,400 | $65.7M |
| Hackensack Meridian Health, Inc. | 5.83% | New | 895,000 | $63.9M |
| Dynasty Wealth Management, LLC | 0.62% | Reduce -34.6% | 883,762 | $63.1M |
| Pathstone Holdings, LLC | 0.24% | Reduce -21.9% | 882,607 | $63.0M |
| Mariner, LLC | 0.07% | Add +6.4% | 867,219 | $61.9M |
| Assetmark, Inc. | 0.12% | Add +401.3% | 832,835 | $59.5M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Reduce -5.8% | 799,161 | $57.1M |
| Angeles Investment Advisors, LLC | 3.79% | New | 795,500 | $56.8M |
| Natixis Advisors, LLC | 0.08% | Add +0.1% | 785,187 | $56.1M |
| Brave Asset Management Inc. | 12.18% | Add +3.8% | 722,977 | $51.6M |
| First American Trust, FSB | 3.54% | Reduce -7.5% | 721,094 | $51.5M |
| Sagespring Wealth Partners, LLC | 0.93% | Reduce -29.9% | 961,964 | $51.1M |
| Atria Investments, Inc | 0.57% | Reduce -6.4% | 707,982 | $50.6M |
| Cary Street Partners Financial LLC | 1.19% | Add +41.7% | 690,514 | $48.0M |
| Austin Private Wealth, LLC | 3.54% | Reduce -8.2% | 660,825 | $47.2M |
| Pacific Life Fund Advisors LLC | 4.72% | Add +10.9% | 641,242 | $45.8M |
| Icon Wealth Advisors, LLC | 2.95% | Reduce -5.2% | 620,156 | $44.3M |
| Farther Finance Advisors, LLC | 0.46% | Add +42.5% | 594,483 | $42.5M |
| Beacon Pointe Advisors, LLC | 0.29% | Add +7.3% | 579,012 | $41.3M |
| Prosperity Consulting Group, LLC | 1.83% | Add +18.1% | 568,364 | $40.6M |
| Prudential Financial Inc. | 0.05% | Add +0.9% | 557,540 | $40.0M |
| Rockefeller Capital Management L.P. | 0.07% | Add +11.5% | 544,717 | $38.9M |
| Octavia Wealth Advisors, LLC | 3.70% | Add +4.4% | 542,046 | $38.7M |
| UMB Bank, n.a. | 0.50% | Add +1207320.4% | 531,265 | $37.9M |
| Townsend & Associates, Inc | 3.36% | Add +0.2% | 513,048 | $37.6M |
| Integrity Alliance, Llc. | 1.36% | Reduce -20.2% | 521,893 | $37.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -17.6% | 515,158 | $36.8M |
| EP Wealth Advisors, LLC | 0.19% | — | 512,232 | $36.6M |
| Waverly Advisors, LLC | 0.29% | Reduce -3.5% | 500,499 | $35.7M |
| HighTower Advisors, LLC | 0.04% | Add +7.6% | 486,297 | $34.7M |
| Kestra Advisory Services, LLC | 0.14% | Add +1.6% | 475,171 | $33.9M |
| Waller Financial Planning Group, Inc. | 7.44% | Add +374.2% | 469,119 | $33.5M |
| Captrust Financial Advisors | 0.06% | Reduce -19.8% | 467,918 | $33.4M |
| IHT Wealth Management, LLC | 0.81% | Add +2.5% | 464,109 | $33.1M |
| Franklin Resources Inc. | 0.01% | Add +1.1% | 464,024 | $33.1M |
| West Wealth Group, LLC | 6.78% | Add +6.8% | 457,719 | $32.7M |
| Elgethun Capital Management | 5.61% | Add +7.8% | 454,996 | $32.5M |
| Ascent Group, LLC | 1.07% | Reduce -11.2% | 437,017 | $31.2M |
| CreativeOne Wealth, LLC | 0.75% | Reduce -15.5% | 431,644 | $30.8M |
| Allspring Global Investments Holdings, LLC | 0.05% | Reduce -0.0% | 420,835 | $30.1M |
| Sharkey, Howes & Javer | 3.79% | Reduce -11.9% | 417,539 | $29.8M |
| Affinity Capital Advisors, LLC | 4.10% | Add +5.5% | 415,147 | $29.6M |
| Focus Partners Advisor Solutions, LLC | 0.36% | Add +37.9% | 407,562 | $29.1M |
| MA Private Wealth | 4.75% | Reduce -0.8% | 398,430 | $28.5M |
| Bank of Montreal | 0.01% | Add +21.3% | 394,914 | $28.2M |
| Stone House Investment Management, LLC | 4.32% | Reduce -14.3% | 389,941 | $27.8M |
| Lido Advisors, LLC | 0.11% | Add +2470.0% | 389,839 | $27.8M |
| Covenant Partners, LLC | 7.95% | Add +0.8% | 380,699 | $27.2M |
| Orion Porfolio Solutions, LLC | 0.20% | Reduce -0.1% | 380,048 | $27.1M |
| Exencial Wealth Advisors, LLC | 0.85% | Reduce -0.3% | 377,283 | $26.9M |
| SteelPeak Wealth, LLC | 0.86% | Reduce -13.5% | 364,453 | $26.0M |
| Mgo One Seven LLC | 0.52% | Add +30.2% | 360,104 | $25.7M |
| Valence8 US LP | 7.61% | Add +1.6% | 359,673 | $25.7M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +10.2% | 346,209 | $25.1M |
| Marks Group Wealth Management, Inc | 2.39% | Add +31.8% | 349,440 | $25.0M |
| Perigon Wealth Management, LLC | 0.44% | Reduce -4.6% | 347,857 | $24.8M |
| Horst & Graben Wealth Management LLC | 3.68% | Reduce -7.6% | 341,264 | $24.4M |
| Bokf, NA | 0.36% | Add +4.3% | 332,028 | $23.7M |
| Arete Wealth Advisors, LLC | 1.63% | Reduce -1.2% | 330,082 | $23.6M |
| Eq LLC | 6.79% | Add +59.4% | 329,964 | $23.6M |
| Cardinal Strategic Wealth Guidance | 6.16% | Reduce -15.8% | 329,908 | $23.6M |
| Strategic Blueprint, LLC | 1.38% | Reduce -17.4% | 325,741 | $23.3M |
| Bruce G. Allen Investments, LLC | 15.69% | Reduce -0.4% | 324,859 | $23.2M |
| High Falls Advisors, Inc | 4.65% | Reduce -14.3% | 321,564 | $23.0M |
| Shakespeare Wealth Management, LLC | 5.05% | Add +0.1% | 319,736 | $22.8M |
| Mercer Global Advisors Inc. | 0.03% | Add +21.3% | 319,604 | $22.8M |
| World Investment Advisors | 0.37% | Add +490.3% | 316,646 | $22.6M |
| AQR Capital Management | 0.01% | Add +4.3% | 304,038 | $21.7M |
| Kestra Private Wealth Services, LLC | 0.27% | Add +4.4% | 299,946 | $21.4M |
| &partners | 0.11% | Add +9.3% | 295,785 | $21.1M |
| Private Advisor Group, LLC | 0.10% | Add +5.2% | 295,883 | $21.1M |
| Keystone Financial Services | 6.36% | Reduce -16.0% | 294,919 | $21.1M |
| Integrated Wealth Concepts LLC | 0.25% | Reduce -12.2% | 293,054 | $20.9M |
| Larson Financial Group LLC | 0.69% | Reduce -11.8% | 288,048 | $20.6M |
| One Wealth Advisors, LLC | 2.51% | Reduce -3.1% | 287,528 | $20.5M |
| Fifth Third Bancorp | 0.06% | Reduce -2.9% | 285,095 | $20.4M |
| Integrated Capital Management, Inc. | 13.40% | Add +3.4% | 282,299 | $20.2M |
| Stonebrook Private Inc. | 4.16% | Add +3.6% | 278,532 | $19.9M |
| CFS Investment Advisory Services, LLC | 1.44% | Reduce -8.9% | 276,899 | $19.8M |
| Ashton Thomas Private Wealth, LLC | 0.48% | Add +12.7% | 276,641 | $19.8M |
| PAX Financial Group, LLC | 3.40% | Reduce -1.5% | 276,503 | $19.7M |
| Checchi Capital Advisers, LLC | 1.32% | Reduce -1.9% | 271,956 | $19.4M |
| FAS Wealth Partners, Inc. | 1.24% | Reduce -0.8% | 269,685 | $19.3M |
| Physician Wealth Advisors, Inc. | 2.68% | Reduce -5.4% | 269,374 | $19.2M |
| Wealth Alliance, LLC | 1.86% | Reduce -9.5% | 266,023 | $19.0M |
| Long Run Wealth Advisors, LLC | 3.47% | Add +3.8% | 258,023 | $18.4M |
| Plancorp, LLC | 0.55% | Add +0.6% | 254,002 | $18.1M |
| MLG Wealth Management DBA Pine Grove Financial Group | 2.15% | — | 249,967 | $17.9M |
| Verdence Capital Advisors LLC | 1.05% | Reduce -1.1% | 249,330 | $17.8M |
| Johnson Investment Counsel Inc. | 0.14% | Add +3.5% | 246,685 | $17.6M |
| Greenleaf Trust | 0.16% | Reduce -5.0% | 245,885 | $17.6M |
| Cypress Wealth Services, LLC | 2.41% | Reduce -3.8% | 243,810 | $17.4M |
| Trek Financial, LLC | 1.00% | Reduce -5.4% | 242,558 | $17.3M |
| Global Retirement Partners, LLC | 0.31% | Add +34.6% | 241,613 | $17.3M |
| Fiducient Advisors LLC | 2.11% | No change | 238,902 | $17.1M |
| Keebeck Wealth Management | 1.97% | Reduce -2.7% | 238,679 | $17.0M |
| Accredited Investors Inc. | 0.90% | Reduce -1.9% | 238,444 | $17.0M |
| Robertson Stephens Wealth Management, LLC | 0.48% | Add +0.6% | 238,239 | $17.0M |
| Summit Trail Advisors, LLC | 0.29% | No change | 238,137 | $17.0M |
| Financial Life Advisors | 5.23% | Reduce -0.6% | 237,662 | $17.0M |
| Wakefield Asset Management LLLP | 4.50% | Reduce -2.3% | 232,155 | $16.6M |
| Hemming& Wealth Management, Inc. | 11.33% | — | 231,867 | $16.6M |
| Meridian Wealth Partners, LLC | 2.27% | Reduce -1.5% | 231,096 | $16.5M |
| Qube Research & Technologies Ltd | 0.02% | New | 226,998 | $16.2M |
| Comerica Bank | 0.06% | Add +3.0% | 223,545 | $16.0M |
| HighMark Wealth Management LLC | 6.49% | Add +0.3% | 223,010 | $15.9M |
| Associated Banc-Corp | 0.41% | Add +1.2% | 222,026 | $15.9M |
| Yeomans Consulting Group, Inc. | 4.61% | New | 220,550 | $15.7M |
| Triad Wealth Partners, LLC | 1.50% | Reduce -1.2% | 220,476 | $15.7M |
| Corient Private Wealth LP | 0.02% | Add +8.5% | 219,032 | $15.6M |
| Creative Planning | 0.01% | Add +2.2% | 217,995 | $15.6M |
| Cullen Capital Management, LLC | 0.17% | Reduce -5.9% | 217,890 | $15.6M |
| Swmg, LLC | 4.26% | Reduce -5.6% | 197,137 | $15.3M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -6.3% | 211,142 | $15.1M |
| Apeiron RIA LLC | 3.05% | Reduce -8.7% | 199,831 | $15.0M |
| Kingdom Financial Group LLC. | 4.58% | Add +149.2% | 207,729 | $14.8M |
| Legacy Financial Group LLC | 1.82% | Reduce -11.3% | 190,504 | $14.7M |
| Sequoia Financial Advisors, LLC | 0.08% | Reduce -6.0% | 206,159 | $14.7M |
| Lineweaver Wealth Advisors, LLC | 1.99% | Add +2.8% | 204,577 | $14.6M |
| Elevated Financial Group LLC | 5.04% | — | 204,133 | $14.6M |
| ONE Advisory Partners, LLC | 4.38% | Reduce -12.9% | 203,560 | $14.5M |
| Maia Wealth LLC | 2.45% | Reduce -14.3% | 182,123 | $14.4M |
| Kelly Financial Services LLC | 3.56% | Reduce -8.6% | 198,697 | $14.2M |
| Moneta Group Investment Advisors LLC | 0.11% | Add +11.7% | 198,345 | $14.2M |
| Regal Investment Advisors LLC | 0.84% | Add +4.4% | 196,879 | $14.1M |
| Aptus Capital Advisors, LLC | 0.12% | Add +0.2% | 193,680 | $13.8M |
| Quent Capital, LLC | 0.98% | Reduce -0.3% | 189,793 | $13.6M |
| Blue Trust, Inc. | 0.15% | Reduce -19.6% | 189,143 | $13.5M |
| Baker Avenue Asset Management, LP | 0.31% | Add +2.2% | 187,462 | $13.4M |
| Apollon Wealth Management, LLC | 0.23% | Reduce -4.5% | 187,252 | $13.4M |
| Brookstone Capital Management | 0.15% | Reduce -8.2% | 186,541 | $13.3M |
| Integrated Capital Management, LLC | 5.56% | Add +5.7% | 181,203 | $12.9M |
| Watershed Private Wealth LLC | 3.88% | Reduce -12.9% | 181,108 | $12.9M |
| CSM Advisors, LLC | 0.35% | Add +26.4% | 181,057 | $12.9M |
| Sax Wealth Advisors, LLC | 0.61% | Add +227.5% | 180,907 | $12.9M |
| Blair William & Co. | 0.03% | Add +5.7% | 179,104 | $12.8M |
| Rothschild Wealth LLC | 1.21% | Reduce -31.2% | 176,612 | $12.6M |
| Focus Financial Network, Inc. | 0.44% | Add +0.4% | 176,389 | $12.6M |
| Pinnacle Wealth Planning Services, Inc. | 1.31% | Add +4.2% | 176,278 | $12.6M |
| Citigroup Inc. | 0.01% | Add +13.7% | 175,798 | $12.6M |
| Ancora Advisors LLC | 0.26% | Add +17.1% | 175,629 | $12.5M |
| Kilter Group LLC | 5.56% | Reduce -20.3% | 175,204 | $12.5M |
| Arax Advisory Partners | 0.36% | New | 173,705 | $12.4M |
| TSA Wealth Managment LLC | 4.10% | Reduce -13.2% | 173,538 | $12.4M |
| Guardian Wealth Advisors, LLC / NC | 0.77% | Add +0.2% | 171,880 | $12.3M |
| Able Wealth Management LLC | 3.87% | Add +23.5% | 171,171 | $12.2M |
| Advisory Services Network, LLC | 0.17% | Reduce -6.4% | 170,621 | $12.2M |
| Van Hulzen Asset Management, LLC | 0.89% | Add +11.7% | 169,462 | $12.1M |
| RTD Financial Advisors, Inc. | 1.47% | Reduce -2.7% | 168,378 | $12.0M |
| Independent Financial Group, LLC | 0.27% | Reduce -5.2% | 168,110 | $12.0M |
| Snowden Capital Advisors LLC | 0.31% | Add +4.8% | 167,720 | $12.0M |
| WealthShield Partners, LLC | 1.30% | Reduce -10.6% | 165,107 | $11.8M |
| L2 Asset Management, LLC | 1.56% | Add +46.0% | 163,742 | $11.7M |
| Invst, LLC | 1.26% | Reduce -21.7% | 162,134 | $11.6M |
| Pettinga Financial Advisors LLC | 2.20% | Reduce -24.1% | 162,122 | $11.6M |
| Simplicity Wealth,LLC | 0.68% | Add +8.8% | 159,611 | $11.4M |
| Bay Harbor Wealth Management, LLC | 2.97% | Reduce -6.1% | 159,204 | $11.4M |
| BIP Wealth, LLC | 0.40% | Add +1.5% | 158,554 | $11.3M |
| Security Financial Services, INC. | 1.70% | Reduce -20.1% | 152,022 | $10.9M |
| Cerity Partners LLC | 0.02% | Reduce -4.3% | 150,573 | $10.8M |
| Sovran Advisors, LLC | 0.91% | Reduce -14.2% | 145,539 | $10.7M |
| Principal Securities, Inc. | 0.16% | Add +24.1% | 147,933 | $10.6M |
| Forthright Family Wealth Advisory LLC | 6.64% | Add +1.9% | 147,906 | $10.6M |
| Shum Financial Group, Inc. | 7.58% | Add +3.8% | 147,386 | $10.5M |
| Ball & Co Wealth Management Inc. | 6.74% | Add +399.0% | 146,628 | $10.5M |
| McLean Asset Management Corp | 1.87% | Reduce -1.4% | 141,977 | $10.4M |
| Prospera Financial Services Inc | 0.17% | Add +41.0% | 145,679 | $10.4M |
| LifeWealth Investments, LLC | 3.26% | Add +6.6% | 144,065 | $10.3M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.88% | Add +2.2% | 143,955 | $10.3M |
| Howard Bailey Securities, LLC | 4.04% | Add +3.8% | 143,504 | $10.2M |
| BOK Financial Private Wealth, Inc. | 0.63% | Reduce -0.4% | 143,305 | $10.2M |
| Diversify Wealth Management, LLC | 0.47% | Add +2721.5% | 139,920 | $10.2M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +71.0% | 140,035 | $10.0M |
| N.E.W. Advisory Services LLC | 0.74% | Add +19.0% | 139,344 | $10.0M |
| WCG Wealth Advisors LLC | 0.28% | Add +31.0% | 139,208 | $9.9M |
| Wealthcare Advisory Partners LLC | 0.19% | Add +6.3% | 138,772 | $9.9M |
| Commerce Bank | 0.05% | Reduce -1.4% | 138,425 | $9.9M |
| Allworth Financial LP | 0.04% | Add +7.8% | 138,220 | $9.9M |
| Liberty Wealth Management LLC | 1.24% | Add +7.2% | 134,841 | $9.6M |
| Staley Capital Advisers Inc. | 0.40% | Add +0.6% | 134,193 | $9.6M |
| Creative Financial Designs Inc. | 0.60% | Add +9.7% | 133,951 | $9.6M |
| Modern Wealth Management, LLC | 0.17% | Add +35.4% | 131,883 | $9.4M |
| M1 Capital Management LLC | 3.93% | Reduce -3.1% | 131,720 | $9.4M |
| Client 1ST Advisory Group, LLC | 2.93% | Add +0.1% | 131,090 | $9.4M |
| Johnson Financial Group, Inc. | 0.35% | Add +0.7% | 130,357 | $9.3M |
| Northern Trust Corp. | 0.00% | Add +2.8% | 129,253 | $9.2M |
| Choreo, LLC | 0.11% | Reduce -7.9% | 124,182 | $8.9M |
| Spire Wealth Management | 0.30% | Add +0.5% | 123,689 | $8.8M |
| CoreCap Advisors, LLC | 0.31% | Add +5.7% | 123,503 | $8.8M |
| Unique Wealth, LLC | 1.23% | Reduce -26.5% | 123,455 | $8.8M |
| Apella Capital, LLC | 0.17% | Reduce -7.6% | 122,155 | $8.7M |
| Fifth Third Wealth Advisors LLC | 0.30% | Add +641.8% | 121,516 | $8.7M |
| Mayflower Financial Advisors, LLC | 1.04% | Reduce -6.5% | 120,247 | $8.6M |
| Capital Analysts, LLC | 0.24% | Reduce -14.8% | 118,996 | $8.5M |
| SigFig Wealth Management, LLC | 0.25% | Reduce -6.4% | 118,268 | $8.4M |
| Callan Family Office, LLC | 0.18% | Add +12.4% | 117,982 | $8.4M |
| Gen-Wealth Partners Inc | 2.63% | Add +7.5% | 114,855 | $8.2M |
| Glenmede Trust Co. NA | 0.04% | — | 114,832 | $8.2M |
| Brady Martz Wealth Solutions, LLC | 1.44% | Add +1.5% | 114,755 | $8.2M |
| LiftPoint Family Wealth Advisors LLC | 6.97% | — | 114,370 | $8.2M |
| 1ST Source Bank | 0.43% | Reduce -5.5% | 114,319 | $8.2M |
| Capital Advantage, Inc. | 1.10% | Add +0.7% | 113,882 | $8.1M |
| North Star Investment Management Corp. | 0.51% | Add +1.6% | 113,454 | $8.1M |
| Hobbs Wealth Management, LLC | 7.83% | Reduce -3.4% | 112,653 | $8.0M |
| Twin Peaks Wealth Advisors, LLC | 2.34% | Add +3.7% | 101,982 | $8.0M |
| Arkadios Wealth Advisors | 0.16% | Add +36.4% | 111,549 | $8.0M |
| VestGen Advisors, LLC | 0.33% | Add +2.0% | 108,065 | $7.7M |
| Lansing Street Advisors | 1.97% | Add +2.7% | 107,388 | $7.7M |
| Spectrum Planning & Advisory Services Inc. | 3.92% | Reduce -10.7% | 106,639 | $7.6M |
| Principal Financial Group Inc. | 0.00% | Add +116.6% | 106,429 | $7.6M |
| Kathmere Capital Management, LLC | 0.51% | Reduce -1.4% | 106,413 | $7.6M |
| Courier Capital LLC | 0.42% | Add +0.3% | 105,098 | $7.5M |
| SOL Capital Management CO | 0.67% | Add +1.3% | 104,712 | $7.5M |
| Quadrant Private Wealth Management, LLC | 1.23% | Reduce -4.8% | 104,675 | $7.5M |
| Seneca Financial Advisors LLC | 2.25% | Add +6.4% | 103,527 | $7.4M |
| Sterling Capital Management LLC | 0.12% | Reduce -24.4% | 101,822 | $7.3M |
| Advus Financial Partners, LLC | 1.76% | Reduce -2.5% | 101,524 | $7.2M |
| Atlas Capital Advisors Inc. | 0.80% | — | 100,800 | $7.2M |
| True Vision MN LLC | 3.63% | Reduce -13.3% | 99,945 | $7.1M |
| Mosley Wealth Management | 3.26% | — | 104,404 | $7.1M |
| Core Wealth Advisors, LLC | 5.60% | — | 99,501 | $7.1M |
| Citadel Advisors | 0.00% | Reduce -66.2% | 98,940 | $7.1M |
| TD Private Client Wealth LLC | 0.15% | Add +103.0% | 98,908 | $7.1M |
| Daviman Financial, LLC | 4.14% | — | 98,886 | $7.1M |
| Beacon Bridge Wealth Partners, LLC | 2.33% | Add +4.2% | 98,258 | $7.0M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +18.8% | 98,030 | $7.0M |
| Dorsey & Whitney Trust CO LLC | 0.37% | Add +3.8% | 97,745 | $7.0M |
| Endeavor Private Wealth, Inc. | 1.99% | Reduce -20.6% | 97,317 | $6.9M |
| ShoreHaven Wealth Partners, LLC | 2.50% | Reduce -12.7% | 97,287 | $6.9M |
| Advyzon Investment Management, LLC | 0.80% | Add +539.0% | 97,078 | $6.9M |
| NorthRock Partners, LLC | 0.12% | Reduce -1.1% | 96,916 | $6.9M |
| Shared Vision Wealth Group LLC | 2.79% | Reduce -6.9% | 92,942 | $6.9M |
| Gotham Asset Management | 0.03% | Add +8.5% | 96,240 | $6.9M |
| Scissortail Wealth Management, LLC | 1.57% | Reduce -0.4% | 96,226 | $6.9M |
| Avantax Planning Partners, Inc. | 0.19% | Reduce -6.3% | 96,063 | $6.9M |
| Pinnacle Financial Partners, Inc. | 0.05% | — | 95,300 | $6.8M |
| Montecito Bank & Trust | 1.07% | Add +1.1% | 94,039 | $6.7M |
| Stage Harbor Financial, LLC | 4.47% | Reduce -2.0% | 92,794 | $6.6M |
| Landing Point Financial Group, LLC | 3.28% | Add +7.4% | 91,979 | $6.6M |
| One Wealth Capital Management, LLC | 2.78% | Reduce -9.4% | 91,516 | $6.5M |
| Polaris Investment Advisors, LLC | 4.72% | — | 91,514 | $6.5M |
| Midwest Capital Advisors, LLC | 3.11% | Add +1317.4% | 91,041 | $6.5M |
| Lifelong Wealth Advisors, Inc. | 1.69% | Reduce -23.4% | 88,958 | $6.4M |
| Kickstand Ventures, Llc. | 1.34% | Add +2.4% | 88,790 | $6.3M |
| Equitable Holdings, Inc. | 0.04% | Add +18.4% | 88,425 | $6.3M |
| Lantz Financial LLC | 1.32% | Reduce -4.4% | 87,595 | $6.3M |
| Causey Wealth LLC | 2.84% | Reduce -3.6% | 87,566 | $6.3M |
| Voya Investment Management LLC | 0.01% | Reduce -28.3% | 86,545 | $6.2M |
| Csenge Advisory Group | 0.28% | Reduce -4.5% | 85,654 | $6.1M |
| Koss-Olinger Consulting, LLC | 0.47% | Reduce -15.1% | 85,342 | $6.1M |
| Clifford Group, LLC | 4.69% | Add +0.4% | 84,957 | $6.1M |
| Mutual Advisors, LLC | 0.13% | Add +0.0% | 84,013 | $6.0M |
| Eaton Financial Holdings Company, LLC | 1.59% | No change | 83,013 | $5.9M |
| Curtis Wealth Management LLC | 5.15% | — | 79,666 | $5.9M |
| Firethorn Wealth Partners, LLC | 2.20% | Reduce -9.3% | 82,248 | $5.9M |
| Drive Wealth Management, LLC | 1.14% | Reduce -8.3% | 82,044 | $5.9M |
| Robinswood Financial LLC | 1.84% | Reduce -1.4% | 80,765 | $5.8M |
| Noble Family Wealth, LLC | 1.21% | Add +6.2% | 80,205 | $5.7M |
| Parkside Financial Bank & Trust | 0.43% | Add +22.1% | 79,956 | $5.7M |
| Fiduciary Trust Co | 0.06% | Reduce -5.4% | 79,710 | $5.7M |
| Wealth Architects, LLC | 0.51% | Reduce -1.2% | 79,407 | $5.7M |
| Rockland Trust Co. | 0.22% | Add +2.1% | 79,208 | $5.7M |
| Corepath Wealth Partners LLC | 3.75% | Add +0.5% | 76,767 | $5.6M |
| U.S. Capital Wealth Advisors, LLC | 0.15% | Reduce -1.3% | 78,093 | $5.6M |
| United Asset Strategies, Inc. | 0.43% | Add +2.0% | 78,063 | $5.6M |
| PFG Advisors | 0.27% | Reduce -20.4% | 77,534 | $5.5M |
| 5T Wealth, LLC | 2.21% | Reduce -7.2% | 77,352 | $5.5M |
| Gilbert Capital Group, Inc. | 4.14% | New | 77,216 | $5.5M |
| Symmetry Partners, LLC | 0.32% | Reduce -42.9% | 76,589 | $5.5M |
| Town Capital LLC | 4.47% | — | 76,517 | $5.5M |
| Maryland Capital Advisors Inc. | 1.83% | Reduce -1.6% | 75,742 | $5.4M |
| Elevate Wealth Advisory, Inc. | 3.69% | Reduce -2.3% | 75,589 | $5.4M |
| Tradition Wealth Management, LLC | 0.39% | Reduce -5.3% | 75,580 | $5.4M |
| 180 Wealth Advisors, LLC | 0.61% | Reduce -3.3% | 75,368 | $5.4M |
| Geneos Wealth Management Inc. | 0.13% | Add +8.0% | 75,309 | $5.4M |
| Quadrature Capital Ltd | 0.05% | New | 74,866 | $5.3M |
| Riverwater Partners LLC | 2.00% | No change | 72,288 | $5.2M |
| IFP Advisors, Inc | 0.12% | Reduce -8.2% | 72,233 | $5.2M |
| Centerline Wealth Advisors, LLC | 1.87% | Add +30.8% | 72,164 | $5.2M |
| Diversify Advisory Services, LLC | 0.16% | Reduce -15.6% | 69,764 | $5.1M |
| Braun-Bostich & Associates Inc. | 3.14% | Reduce -10.4% | 71,302 | $5.1M |
| Zhang Financial LLC | 0.19% | Add +0.4% | 70,262 | $5.0M |
| Cahill Financial Advisors Inc. | 0.55% | Add +2.2% | 70,189 | $5.0M |
| Cranbrook Wealth Management, LLC | 0.97% | Add +1.6% | 68,662 | $4.9M |
| Gateway Wealth Partners, LLC | 0.54% | Reduce -4.2% | 68,493 | $4.9M |
| Quantum Portfolio Management LLC | 2.15% | Reduce -38.3% | 68,283 | $4.9M |
| Yukon Wealth Management, Inc. | 2.80% | Reduce -1.3% | 62,792 | $4.9M |
| Efficient Advisors, LLC | 0.28% | Reduce -4.8% | 67,824 | $4.8M |
| Harbor Group, Inc. | 0.72% | Reduce -1.3% | 67,391 | $4.8M |
| Davis Wealth Advisors, LLC | 3.97% | Reduce -4.8% | 66,895 | $4.8M |
| Collective Family Office LLC | 1.09% | Reduce -5.8% | 66,814 | $4.8M |
| Verus Capital Partners, LLC | 0.32% | Reduce -2.7% | 66,544 | $4.8M |
| Northwest Wealth Management, LLC | 0.74% | Reduce -4.6% | 65,465 | $4.7M |
| Vestmark Advisory Solutions, Inc. | 0.06% | Reduce -53.9% | 64,972 | $4.6M |
| Addison Capital Co | 1.16% | Add +42.6% | 64,902 | $4.6M |
| Clark Capital Management Group, Inc. | 0.03% | Add +170.5% | 64,402 | $4.6M |
| Synergy Investment Management, LLC | 1.62% | Add +11.2% | 64,127 | $4.6M |
| Net Worth Advisory Group | 0.91% | Add +427.6% | 63,220 | $4.5M |
| Retirement Wealth Solutions LLC | 2.82% | Add +0.5% | 62,582 | $4.5M |
| IF Advisors, LLC | 3.63% | — | 62,578 | $4.5M |
| Disciplined Investments, LLC | 1.71% | Reduce -1.4% | 62,462 | $4.5M |
| Stock Yards Bank & Trust Co. | 0.14% | Add +12.9% | 62,405 | $4.5M |
| Cornerstone Planning Group LLC | 0.68% | Reduce -3.2% | 58,398 | $4.4M |
| Market Street Wealth Management Advisors LLC | 0.68% | Reduce -1.2% | 61,238 | $4.4M |
| Narus Financial Partners, LLC | 1.20% | Add +0.3% | 61,207 | $4.4M |
| FFG Retirement Advisors LLC | 2.69% | Reduce -26.7% | 60,779 | $4.3M |
| Integrity Advisory Solutions, LLC | 0.62% | Add +3.9% | 60,620 | $4.3M |
| Meramec Financial Planners, LLC | 1.68% | — | 55,406 | $4.3M |
| Mma Asset Management LLC | 1.54% | Reduce -5.6% | 60,373 | $4.3M |
| TD Waterhouse Canada Inc. | 0.03% | Add +22.9% | 60,132 | $4.3M |
| Telos Capital Management, Inc. | 0.40% | Reduce -3.6% | 59,752 | $4.3M |
| Rwa Wealth Partners, LLC | 0.05% | Add +1810.1% | 59,652 | $4.3M |
| Cibc World Market Inc. | 0.01% | Reduce -0.6% | 59,285 | $4.2M |
| Hopwood Nicholas Hunter | 1.37% | — | 58,825 | $4.2M |
| Smartleaf Asset Management LLC | 0.16% | Add +19.9% | 58,452 | $4.2M |
| Portfolio Resources Advisor Group, Inc. | 4.11% | — | 57,638 | $4.1M |
| Redwood Investment Management, LLC | 0.46% | Reduce -13.6% | 57,496 | $4.1M |
| Barnes Wealth Management Group, Inc | 2.20% | Reduce -18.1% | 57,438 | $4.1M |
| Elevation Point Wealth Partners, LLC | 0.20% | Add +911.2% | 56,842 | $4.1M |
| Maryland State Retirement & Pension System | 0.08% | Reduce -38.5% | 56,456 | $4.0M |
| IFG Advisory, LLC | 0.18% | Add +3.1% | 56,236 | $4.0M |
| RCS Financial Planning, LLC | 1.73% | Reduce -6.5% | 56,235 | $4.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.24% | Add +25.4% | 56,048 | $4.0M |
| Theory Financial LLC | 1.34% | Reduce -8.5% | 53,710 | $4.0M |
| Bradley Foster & Sargent Inc. | 0.06% | Add +0.7% | 55,780 | $4.0M |
| Avidian Wealth Enterprises, LLC | 0.14% | Reduce -13.6% | 55,060 | $3.9M |
| Foundation Wealth Management, LLC | 2.67% | Reduce -5.2% | 54,222 | $3.9M |
| Vise Technologies, Inc. | 0.08% | Add +91.0% | 54,014 | $3.9M |
| Ade, LLC | 1.86% | Reduce -0.1% | 53,884 | $3.8M |
| Centurion Wealth Management LLC | 0.84% | Reduce -7.6% | 53,623 | $3.8M |
| W Advisors, LLC | 1.90% | Reduce -1.0% | 52,897 | $3.8M |
| Ehrlich Financial Group | 2.14% | Reduce -25.4% | 52,648 | $3.8M |
| Vance Wealth, LLC | 1.12% | Reduce -2.4% | 52,631 | $3.8M |
| Cary Street Partners Investment Advisory LLC | 1.01% | Add +519.5% | 52,579 | $3.8M |
| Hoxton Planning & Management, LLC | 1.12% | Reduce -15.8% | 52,506 | $3.7M |
| McNaughton Wealth Management, LLC | 1.53% | Reduce -35.8% | 52,065 | $3.7M |
| First Foundation Advisors | 0.14% | Add +12.1% | 51,439 | $3.7M |
| AMG National Trust Bank | 0.09% | Reduce -1.5% | 51,416 | $3.7M |
| Advisory Alpha, LLC | 0.10% | Add +9.5% | 51,149 | $3.7M |
| B. Riley Wealth Advisors, Inc. | 0.17% | Reduce -8.9% | 51,017 | $3.6M |
| Lanark Financial, Inc. | 0.27% | Add +8.4% | 50,356 | $3.6M |
| Renaissance Technologies | 0.01% | New | 50,200 | $3.6M |
| EverSource Wealth Advisors, LLC | 0.13% | Reduce -6.8% | 50,130 | $3.6M |
| LifePlan Investment Advisors, Inc. | 1.45% | Add +4.6% | 49,859 | $3.6M |
| Brown Advisory Inc. | 0.01% | Reduce -0.8% | 49,836 | $3.6M |
| Whittier Trust Co. | 0.04% | Add +0.5% | 48,893 | $3.5M |
| Droms Strauss Advisors Inc. /Mo/ | 0.93% | Add +6.5% | 49,488 | $3.5M |
| Signet Financial Management, LLC | 0.39% | Reduce -0.3% | 49,351 | $3.5M |
| Dynamic Wealth Strategies, LLC | 2.09% | Add +0.7% | 49,161 | $3.5M |
| RFG Advisory, LLC | 0.07% | Reduce -15.8% | 48,353 | $3.5M |
| Sage Financial Group Inc. | 0.23% | Add +3.3% | 47,932 | $3.4M |
| BlackDiamond Wealth Management, LLC | 1.65% | Reduce -14.7% | 42,959 | $3.4M |
| Regimen Wealth, LLC | 0.98% | Add +2.2% | 47,047 | $3.4M |
| Salus Financial Advisors, LLC | 1.99% | Reduce -3.0% | 46,491 | $3.3M |
| Mill Creek Capital Advisors, LLC | 0.07% | Reduce -17.2% | 46,315 | $3.3M |
| Wealth Quarterback LLC | 1.19% | Add +11.3% | 46,307 | $3.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -94.2% | 46,204 | $3.3M |
| Warner Financial, Inc. | 1.15% | Add +3.2% | 46,198 | $3.3M |
| Brookwood Investment Group LLC | 0.40% | Reduce -3.0% | 46,176 | $3.3M |
| OneAscent Family Office, LLC | 2.22% | New | 45,898 | $3.3M |
| Key Financial Inc | 0.60% | Reduce -8.4% | 45,878 | $3.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.39% | Reduce -0.7% | 45,326 | $3.2M |
| WealthPoint Financial, LLC | 2.81% | — | 45,296 | $3.2M |
| Beam Wealth Advisors, Inc. | 0.89% | Add +2.8% | 45,262 | $3.2M |
| NewEdge Wealth, LLC | 0.04% | Reduce -0.8% | 45,231 | $3.2M |
| Chatterton & Associates Inc. | 2.75% | — | 45,002 | $3.2M |
| BridgePort Financial Solutions, LLC | 0.86% | Reduce -12.3% | 44,727 | $3.2M |
| Bush Investment Group, LLC | 1.77% | Reduce -9.8% | 44,422 | $3.2M |
| Beirne Wealth Consulting Services, LLC | 0.92% | Add +1.6% | 44,338 | $3.2M |
| Ifrah Financial Services, Inc. | 0.80% | Reduce -1.8% | 43,405 | $3.1M |
| Claro Advisors Inc. | 0.42% | Reduce -8.3% | 43,332 | $3.1M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -65.9% | 43,173 | $3.1M |
| OMNI 360 Wealth, Inc. | 1.57% | Add +1.0% | 41,783 | $3.1M |
| Blalock Williams, LLC | 2.44% | Reduce -4.0% | 42,609 | $3.0M |
| Ironwood Investment Counsel, LLC | 0.42% | Reduce -0.9% | 40,454 | $3.0M |
| Harbour Investments, Inc. | 0.06% | Reduce -3.6% | 42,412 | $3.0M |
| Patten Group, Inc. | 0.56% | Add +14.9% | 42,136 | $3.0M |
| Dentgroup LLC | 2.03% | Reduce -1.7% | 41,467 | $3.0M |
| Quantinno Capital Management LP | 0.01% | Add +36.0% | 41,222 | $2.9M |
| Sterling Wealth Management, Inc. | 0.84% | Reduce -2.8% | 41,075 | $2.9M |
| Summit Financial Strategies, Inc. | 0.24% | Reduce -3.0% | 41,008 | $2.9M |
| Ridgeline Wealth, LLC | 2.01% | Reduce -1.6% | 40,683 | $2.9M |
| A4 Wealth Advisors LLC | 2.51% | Add +31.6% | 40,674 | $2.9M |
| SCS Capital Management LLC | 0.03% | Reduce -4.2% | 40,614 | $2.9M |
| Fortis Capital Advisors, LLC | 0.43% | Add +0.8% | 40,514 | $2.9M |
| Belpointe Asset Management LLC | 0.10% | Add +0.8% | 40,514 | $2.9M |
| First Commonwealth Financial Corp | 0.47% | Add +335.0% | 40,296 | $2.9M |
| SkyView Investment Advisors, LLC | 0.36% | Add +0.5% | 40,101 | $2.9M |
| Commonwealth Retirement Investments LLC | 0.92% | Reduce -3.5% | 40,063 | $2.9M |
| Synergy Asset Management, LLC | 0.30% | Add +950.3% | 40,036 | $2.9M |
| BCU Wealth Advisors, LLC | 1.09% | Reduce -11.9% | 39,720 | $2.8M |
| HSBC Holdings PLC | 0.00% | New | 38,803 | $2.8M |
| OpenArc Corporate Advisory, LLC | 0.05% | — | 38,722 | $2.8M |
| Flagship Harbor Advisors, LLC | 0.13% | Reduce -13.1% | 38,250 | $2.7M |
| Absolute Capital Management, LLC | 0.99% | Add +51.1% | 38,163 | $2.7M |
| Sowell Financial Services LLC | 0.10% | Reduce -2.6% | 37,509 | $2.7M |
| Clear Creek Financial Management, LLC | 0.22% | Add +0.9% | 37,374 | $2.7M |
| Revolve Wealth Partners, LLC | 0.31% | Reduce -1.0% | 37,164 | $2.7M |
| Koshinski Asset Management, Inc. | 0.17% | Add +4.1% | 37,001 | $2.6M |
| Index Technologies Group LLC | 2.75% | — | 36,893 | $2.6M |
| WealthTrak Capital Management LLC | 1.84% | Add +37.2% | 36,078 | $2.6M |
| WealthPLAN Partners, LLC | 0.38% | Reduce -5.8% | 35,744 | $2.6M |
| Sigma Planning Corp | 0.07% | Reduce -1.0% | 35,708 | $2.5M |
| VPR Management LLC | 1.14% | No change | 35,700 | $2.5M |
| Key Capital Management, INC | 2.52% | — | 35,657 | $2.5M |
| Wedbush Securities Inc. | 0.07% | Reduce -1.4% | 35,632 | $2.5M |
| Keb Asset Management, LLC | 0.52% | No change | 35,581 | $2.5M |
| Interchange Capital Partners, LLC | 0.47% | Reduce -9.2% | 35,568 | $2.5M |
| Wealthgarden F.S. LLC | 1.64% | Reduce -6.9% | 33,474 | $2.5M |
| CogentBlue Wealth Advisors, LLC | 1.68% | No change | 34,431 | $2.5M |
| ORG Partners LLC | 0.43% | Add +10.7% | 33,967 | $2.4M |
| Sagace Wealth Management LLC | 1.65% | Add +1.8% | 33,949 | $2.4M |
| Columbus Macro, LLC | 0.26% | Add +7.1% | 33,833 | $2.4M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +3.6% | 41,423 | $2.4M |
| Pitcairn Wealth Advisors LLC | 0.22% | — | 33,549 | $2.4M |
| Wingate Wealth Advisors, Inc. | 1.33% | Add +2.9% | 33,473 | $2.4M |
| Navellier & Associates Inc. | 0.27% | No change | 33,333 | $2.4M |
| New World Advisors LLC | 0.41% | Add +72.1% | 33,297 | $2.4M |
| MGB Wealth Management, LLC | 0.68% | Add +254.4% | 33,206 | $2.4M |
| Asempa Wealth Advisors | 2.04% | — | 33,093 | $2.4M |
| Mason Investment Advisory Services, Inc. | 0.11% | Add +1.6% | 33,071 | $2.4M |
| First Heartland Consultants, Inc. | 0.18% | Reduce -9.6% | 32,968 | $2.4M |
| Cornerstone Financial Management LLC | 2.18% | — | 32,507 | $2.3M |
| Venturi Wealth Management, LLC | 0.10% | Add +0.1% | 32,060 | $2.3M |
| Signal Advisors Wealth, LLC | 0.18% | Reduce -14.3% | 31,965 | $2.3M |
| J.M. Arbour, LLC | 2.28% | — | 31,956 | $2.3M |
| CENTRAL TRUST Co | 0.04% | Reduce -4.7% | 31,364 | $2.2M |
| M Holdings Securities, Inc. | 0.16% | Add +144.3% | 31,261 | $2.2M |
| Seldon Capital LP | 0.77% | No change | 31,000 | $2.2M |
| XY Planning Network, Inc. | 0.39% | New | 30,946 | $2.2M |
| Trustmark Bank Trust Department | 0.14% | Add +41.2% | 30,829 | $2.2M |
| Interactive Financial Advisors, Inc. | 1.42% | Reduce -40.8% | 30,702 | $2.2M |
| Tempus Wealth Planning, LLC | 0.50% | Reduce -3.5% | 30,699 | $2.2M |
| Sutton Place Investors LLC | 1.18% | Reduce -13.3% | 30,174 | $2.2M |
| Cresset Asset Management, LLC | 0.01% | Add +11.2% | 29,852 | $2.1M |
| Petersen Hastings Wealth Advisors Inc. | 0.20% | — | 29,841 | $2.1M |
| Neumann Capital Management, LLC | 0.61% | No change | 29,785 | $2.1M |
| Breakwater Capital Group | 0.29% | Add +2.5% | 29,597 | $2.1M |
| QRG Capital Management, Inc. | 0.02% | Reduce -4.5% | 29,581 | $2.1M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -49.1% | 29,420 | $2.1M |
| Unify Financial Advisors | 2.16% | — | 29,003 | $2.1M |
| Obsidian Cio, LLC | 3.07% | Reduce -92.2% | 28,990 | $2.1M |
| Arlington Capital Management, Inc. | 1.26% | Add +0.0% | 28,759 | $2.1M |
| Merkkuri Wealth Advisors LLC | 1.39% | Reduce -8.3% | 28,557 | $2.0M |
| Golden State Wealth Management, LLC | 0.22% | Add +11.7% | 28,512 | $2.0M |
| Concorde Asset Management, LLC | 0.81% | Add +0.9% | 28,473 | $2.0M |
| Benjamin Edwards Inc. | 0.02% | Reduce -12.6% | 28,469 | $2.0M |
| Vision Retirement, LLC | 0.54% | — | 28,360 | $2.0M |
| American Financial & Tax Strategies Inc. | 1.01% | Reduce -14.1% | 28,327 | $2.0M |
| Capital Asset Managemnet, LLC | 2.24% | — | 27,459 | $2.0M |
| Kovack Advisors, Inc. | 0.10% | Add +404.4% | 27,971 | $2.0M |
| Clearview Wealth Advisors LLC | 1.26% | Reduce -27.0% | 27,936 | $2.0M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -16.5% | 27,805 | $2.0M |
| Emergent Wealth Advisors, LLC | 1.11% | Reduce -6.5% | 27,653 | $2.0M |
| Virtus Family Office LLC | 1.69% | Add +8.0% | 27,425 | $2.0M |
| Weil Company, Inc. | 0.45% | Reduce -3.5% | 27,377 | $2.0M |
| American State Bank (Iowa) | 0.94% | Add +0.5% | 27,297 | $1.9M |
| Risk Paradigm Group, LLC | 1.87% | — | 27,280 | $1.9M |
| Windward Private Wealth Management Inc. | 0.66% | Reduce -2.2% | 26,844 | $1.9M |
| Oppenheimer & Co. Inc. | 0.03% | Add +10.0% | 26,709 | $1.9M |
| Sovereign Financial Group, Inc. | 0.34% | Reduce -11.7% | 26,643 | $1.9M |
| Alterna Wealth Management, Inc. | 1.57% | Reduce -5.5% | 26,424 | $1.9M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +4.5% | 26,223 | $1.9M |
| Keybank National Association | 0.01% | Add +3.2% | 26,061 | $1.9M |
| UNIVEST FINANCIAL Corp | 0.10% | Add +0.2% | 26,002 | $1.9M |
| McAdam, LLC | 0.08% | Add +7.3% | 25,971 | $1.9M |
| Aprio Wealth Management, LLC | 0.11% | Reduce -1.6% | 23,207 | $1.9M |
| Ritholtz Wealth Management | 0.03% | Reduce -3.8% | 25,889 | $1.8M |
| Cassilly Financial Group LLC | 1.62% | — | 25,696 | $1.8M |
| RPg Family Wealth Advisory, LLC | 0.40% | Reduce -2.7% | 25,409 | $1.8M |
| DAVENPORT & Co LLC | 0.01% | Reduce -1.8% | 25,396 | $1.8M |
| Cyndeo Wealth Partners, LLC | 0.10% | Reduce -39.7% | 25,322 | $1.8M |
| Vantus Wealth LLC | 1.32% | — | 25,158 | $1.8M |
| Clearstead Advisors, LLC | 0.02% | Add +45.0% | 24,754 | $1.8M |
| Capital Investment Management, Inc. | 0.62% | — | 24,654 | $1.8M |
| Clayton Financial Group LLC | 0.90% | Add +46.5% | 24,612 | $1.8M |
| First Horizon Corp. | 0.08% | Reduce -0.1% | 24,492 | $1.7M |
| Coldstream Capital Management Inc. | 0.02% | Add +6.7% | 24,456 | $1.7M |
| Keel Point, LLC | 0.10% | No change | 24,239 | $1.7M |
| FWG Investments, LLC. | 1.10% | Add +1.6% | 24,202 | $1.7M |
| Beacon Financial Advisory LLC | 0.40% | Reduce -5.5% | 23,972 | $1.7M |
| Raleigh Capital Management Inc. | 0.62% | Reduce -6.1% | 23,851 | $1.7M |
| Caliber Wealth Management, LLC / KS | 0.18% | Add +6.5% | 23,297 | $1.7M |
| Atlatl Advisers LLC | 0.63% | Add +2.2% | 23,174 | $1.7M |
| CIBC Private Wealth Group LLC | 0.00% | Add +208.6% | 22,668 | $1.6M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +2.5% | 22,480 | $1.6M |
| Evoke Wealth, LLC | 0.03% | Reduce -1.5% | 22,463 | $1.6M |
| Rockingstone Advisors LLC | 0.73% | Add +5.8% | 22,395 | $1.6M |
| Mather Group, Llc. | 0.02% | Reduce -20.1% | 22,379 | $1.6M |
| Stegner Investment Associates Inc. | 0.85% | Reduce -17.3% | 22,283 | $1.6M |
| Accelerate Investment Advisors LLC | 1.07% | Reduce -7.9% | 22,203 | $1.6M |
| Compound Planning, Inc. | 0.05% | Reduce -3.0% | 22,170 | $1.6M |
| Operose Advisors LLC | 0.37% | Add +0.9% | 21,998 | $1.6M |
| SWP Financial LLC | 0.78% | Add +7.7% | 21,822 | $1.6M |
| RDA Financial Network | 0.37% | Add +1.4% | 21,715 | $1.6M |
| GGM Financial LLC | 0.75% | Add +2.8% | 21,693 | $1.5M |
| Nicholas Hoffman & Company, LLC. | 0.04% | Reduce -8.5% | 21,605 | $1.5M |
| Independence Bank of Kentucky | 0.19% | Add +3.1% | 21,579 | $1.5M |
| Discipline Wealth Solutions, LLC | 0.29% | Reduce -18.8% | 21,561 | $1.5M |
| InvesTrust | 0.59% | Add +25.4% | 21,459 | $1.5M |
| Quartz Partners, LLC | 0.57% | Add +4.9% | 21,442 | $1.5M |
| Axis Wealth Partners, LLC | 0.84% | Add +1.9% | 21,404 | $1.5M |
| Campion Asset Management | 1.06% | Reduce -0.6% | 21,328 | $1.5M |
| Foundation Wealth Management, LLC\PA | 0.55% | Reduce -7.6% | 21,229 | $1.5M |
| Maripau Wealth Management LLC | 0.69% | Reduce -14.4% | 21,146 | $1.5M |
| Centaurus Financial, Inc. | 0.07% | Add +3.4% | 21,065 | $1.5M |
| Wilkerson Advisory Group LLC | 0.51% | — | 20,458 | $1.5M |
| Two West Capital Advisors LLC | 0.85% | Reduce -11.1% | 20,375 | $1.5M |
| Archer Investment Management, LLC | 0.78% | New | 20,283 | $1.4M |
| Panoramic Investment Advisors, LLC | 0.79% | New | 20,236 | $1.4M |
| Arcadia Wealth Management, LLC | 0.53% | Reduce -0.4% | 20,087 | $1.4M |
| Aspire Private Capital, LLC | 0.32% | Reduce -23.1% | 19,844 | $1.4M |
| McMill Wealth Management | 0.40% | Add +0.8% | 19,760 | $1.4M |
| Cullen/Frost Bankers, Inc. | 0.02% | New | 19,668 | $1.4M |
| Latitude Advisors, LLC | 0.62% | Add +2.3% | 19,617 | $1.4M |
| Lifeworks Advisors, LLC | 0.18% | Reduce -2.1% | 19,507 | $1.4M |
| One Capital Management, LLC | 0.04% | Add +68.2% | 19,094 | $1.4M |
| Avantra Family Wealth, Inc. | 0.99% | Add +0.1% | 19,078 | $1.4M |
| Tobias Financial Advisors, Inc. | 0.19% | Add +0.1% | 19,074 | $1.4M |
| Quadcap Wealth Management, LLC | 0.15% | No change | 18,938 | $1.4M |
| JDH Wealth Management, LLC | 0.92% | Reduce -2.2% | 18,888 | $1.3M |
| Hutchens & Kramer Investment Management Group, LLC | 0.46% | Reduce -10.1% | 18,701 | $1.3M |
| Mainstream Capital Management LLC | 0.87% | Reduce -11.2% | 18,665 | $1.3M |
| MSH Capital Advisors LLC | 0.28% | Add +9.5% | 18,635 | $1.3M |
| Powerhouse Assets LLC | 1.17% | — | 18,598 | $1.3M |
| Transcend Capital Advisors, LLC | 0.10% | Reduce -31.2% | 18,548 | $1.3M |
| Mycio Wealth Partners, LLC | 0.27% | Add +2.3% | 18,434 | $1.3M |
| Evolution Wealth Management Inc. | 1.09% | Add +63.0% | 18,421 | $1.3M |
| GatePass Capital, LLC | 0.69% | Add +85.7% | 18,319 | $1.3M |
| Factor Wealth Management LTD | 0.28% | Add +10.6% | 18,264 | $1.3M |
| Westside Investment Management, Inc. | 0.21% | Reduce -2.8% | 18,198 | $1.3M |
| WealthPlan Investment Management, LLC | 0.08% | Reduce -4.3% | 18,198 | $1.3M |
| Betterment LLC | 0.00% | Reduce -2.1% | 18,051 | $1.3M |
| Riverbend Wealth Management, LLC | 0.81% | Add +4.3% | 18,044 | $1.3M |
| TBH Global Asset Management, LLC | 0.21% | Add +341.5% | 17,480 | $1.3M |
| Kassira Wealth Management LLC | 1.22% | Reduce -0.0% | 17,991 | $1.3M |
| GC Wealth Management RIA, LLC | 0.05% | Reduce -0.1% | 17,883 | $1.3M |
| First National Bank of Omaha | 0.04% | New | 17,783 | $1.3M |
| Two Sigma Securities, LLC | 0.17% | Add +106.4% | 17,823 | $1.3M |
| Cooper Financial Group | 0.13% | Reduce -8.4% | 17,704 | $1.3M |
| Shufro Rose & Co. LLC | 0.09% | Reduce -56.8% | 17,651 | $1.3M |
| Western Wealth Management, LLC | 0.06% | Add +11.5% | 17,590 | $1.3M |
| Global Wealth Management Investment Advisory, Inc. | 0.20% | Reduce -7.7% | 17,566 | $1.3M |
| Investor's Fiduciary Advisor Network, LLC | 0.27% | Reduce -11.1% | 17,545 | $1.3M |
| Etesian Wealth Advisors, Inc. | 0.39% | Add +87.5% | 17,517 | $1.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 17,422 | $1.2M |
| Private Trust Co. NA | 0.11% | Add +0.4% | 17,295 | $1.2M |
| LRI Investments, LLC | 0.10% | Reduce -0.9% | 17,275 | $1.2M |
| SeedSafe Financial LLC | 1.08% | — | 17,148 | $1.2M |
| Kingswood Wealth Advisors, LLC | 0.06% | Reduce -43.4% | 17,120 | $1.2M |
| Catalina Capital Group, LLC | 0.74% | Reduce -21.6% | 16,941 | $1.2M |
| Blue Zone Wealth Advisors, LLC | 0.23% | Add +10.1% | 16,937 | $1.2M |
| B.O.S.S. Retirement Advisors, LLC | 0.38% | Reduce -65.0% | 16,923 | $1.2M |
| Portside Wealth Group, LLC | 0.16% | Add +48.7% | 16,864 | $1.2M |
| Ascension Capital Advisors, Inc. | 0.41% | No change | 16,815 | $1.2M |
| Private Wealth Asset Management, LLC | 0.13% | Add +2.1% | 16,745 | $1.2M |
| Atlantic Edge Private Wealth Management, LLC | 0.30% | Reduce -11.5% | 16,740 | $1.2M |
| Evanson Asset Management, LLC | 0.06% | Add +6.7% | 16,684 | $1.2M |
| Evergreen Capital Management LLC | 0.03% | No change | 16,580 | $1.2M |
| Horizon Investments, LLC | 0.01% | Add +168.4% | 16,563 | $1.2M |
| Transamerica Financial Advisors, LLC | 0.10% | Add +67.7% | 16,549 | $1.2M |
| Founders Financial Securities LLC | 0.07% | Add +164.1% | 16,343 | $1.2M |
| Falcon Wealth Planning | 0.10% | Reduce -9.9% | 16,329 | $1.2M |
| Fonville Wealth Management LLC | 0.24% | Add +0.1% | 16,168 | $1.2M |
| Horizon Wealth Management, LLC | 0.18% | New | 16,150 | $1.2M |
| First Citizens Financial Corp | 0.57% | Add +1.9% | 16,132 | $1.2M |
| Quest 10 Wealth Builders, Inc. | 1.03% | Add +0.1% | 16,082 | $1.1M |
| Old National Bancorp | 0.02% | Reduce -3.8% | 15,895 | $1.1M |
| Sound Income Strategies, LLC | 0.05% | Reduce -36.9% | 15,361 | $1.1M |
| Madden Advisory Services, Inc. | 0.45% | Add +3.2% | 15,740 | $1.1M |
| BCS Wealth Management | 0.11% | Add +97.9% | 15,686 | $1.1M |
| Semus Wealth Partners LLC | 0.60% | Reduce -4.5% | 15,663 | $1.1M |
| Richmond Investment Services, LLC | 0.19% | Add +1.3% | 15,548 | $1.1M |
| J. Derek Lewis & Associates Inc. | 0.26% | — | 15,368 | $1.1M |
| ARK & TLK Investments, LLC | 0.30% | No change | 15,273 | $1.1M |
| Sierra Capital LLC | 0.12% | No change | 15,250 | $1.1M |
| SouthState Bank Corp | 0.05% | Add +9.5% | 15,245 | $1.1M |
| World Equity Group, Inc. | 0.30% | Reduce -79.5% | 15,244 | $1.1M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 14,359 | $1.1M |
| Citizens Financial Group Inc. | 0.01% | Reduce -4.8% | 15,194 | $1.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Add +0.2% | 15,146 | $1.1M |
| Luts & Greenleigh Group, Inc. | 0.92% | Add +1.3% | 15,094 | $1.1M |
| Nwam LLC | 0.06% | Reduce -61.6% | 14,447 | $1.1M |
| Intrua Financial, LLC | 0.11% | Reduce -15.3% | 14,629 | $1.0M |
| O'Connor Financial Group LLC | 0.42% | Reduce -1.5% | 14,143 | $1.0M |
| Legacy Wealth Partners, LLC | 0.27% | — | 14,599 | $1.0M |
| Resurgent Financial Advisors LLC | 0.52% | Reduce -15.7% | 14,532 | $1.0M |
| Fiduciary Advisors, Inc. | 0.79% | Reduce -5.1% | 14,507 | $1.0M |
| Turtle Creek Wealth Advisors, LLC | 0.08% | Add +8.1% | 14,422 | $1.0M |
| ASL Financial, LLC | 0.81% | — | 14,421 | $1.0M |
| Ewa, LLC | 0.25% | Add +6.6% | 14,357 | $1.0M |
| McCartney Wealth Management LLC | 0.86% | — | 13,913 | $994K |
| GFS Advisors, LLC | 0.12% | No change | 13,831 | $988K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -11.3% | 13,788 | $985K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Reduce -7.5% | 13,720 | $980K |
| Ameritas Advisory Services, LLC | 0.04% | Add +72.4% | 13,686 | $977K |
| Unique Wealth Strategies, LLC | 0.38% | Reduce -6.9% | 13,421 | $958K |
| Financial Management Professionals, Inc. | 0.10% | Reduce -14.2% | 13,395 | $957K |
| Bridges Investment Management Inc. | 0.01% | No change | 13,369 | $955K |
| D.A. Davidson & Co. | 0.01% | Reduce -3.8% | 13,264 | $947K |
| Ieq Capital, LLC | 0.00% | Add +85.9% | 13,170 | $940K |
| Central Pacific Bank - Trust Division | 0.12% | New | 13,146 | $939K |
| Lantern Wealth Advisors, LLC | 0.50% | Reduce -11.4% | 13,130 | $938K |
| American Financial Advisors, LLC | 0.12% | Reduce -2.7% | 12,992 | $928K |
| VestGen Investment Management | 0.51% | Add +7.6% | 12,915 | $922K |
| Hardin Capital Partners, LLC | 0.44% | Add +0.0% | 12,912 | $922K |
| Heritage Family Offices, LLP | 0.42% | Reduce -9.6% | 12,827 | $916K |
| Opinicus Capital, Inc. | 0.64% | Reduce -0.4% | 12,806 | $914K |
| Stokes Family Office, LLC | 0.08% | Reduce -1.9% | 12,701 | $907K |
| Argent Trust Co | 0.03% | Add +18.5% | 12,620 | $901K |
| FLP Wealth Management, LLC | 2.13% | Add +17.4% | 12,610 | $900K |
| Rialto Wealth Management, LLC | 0.21% | No change | 12,487 | $892K |
| Northland Securities, Inc. | 0.85% | — | 12,448 | $889K |
| Rehmann Capital Advisory Group | 0.05% | Add +165.6% | 12,404 | $886K |
| MN Wealth Advisors, LLC | 0.45% | Reduce -6.2% | 12,381 | $884K |
| JT Stratford LLC | 0.11% | Reduce -12.1% | 12,366 | $883K |
| Asset Dedication, LLC | 0.06% | No change | 12,337 | $881K |
| GeoWealth Management, LLC | 0.03% | Reduce -76.0% | 12,263 | $876K |
| Beacon Financial Group | 0.09% | Reduce -4.8% | 12,245 | $874K |
| Fort Washington Investment Advisors Inc. | 0.00% | New | 12,122 | $866K |
| 25 LLC | 0.27% | Add +1.2% | 12,056 | $861K |
| StoneX Group Inc. | 0.04% | Reduce -4.3% | 12,035 | $859K |
| Wealthfront Advisers LLC | 0.00% | Add +27.7% | 11,954 | $854K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -14.9% | 11,931 | $852K |
| Chilton Investment Co. Inc. | 0.02% | No change | 11,900 | $850K |
| SMART Wealth LLC | 0.26% | Add +32.8% | 11,889 | $849K |
| Sound Financial Strategies Group, LLC | 0.60% | Reduce -0.8% | 11,878 | $848K |
| PUREfi Wealth, LLC | 0.64% | Reduce -11.0% | 11,770 | $840K |
| Cambient Family Office, LLC | 0.12% | — | 11,659 | $833K |
| Legacy Wealth Asset Management, LLC | 0.20% | Add +153.1% | 11,625 | $830K |
| Capital Investment Advisory Services, LLC | 0.06% | Add +19.5% | 11,622 | $830K |
| Manhattan West Asset Management, LLC | 0.17% | Add +2.3% | 11,490 | $821K |
| Millennium Management | 0.00% | New | 11,391 | $813K |
| Allegheny Financial Group | 0.12% | Add +22.5% | 11,324 | $809K |
| Accurate Wealth Management, LLC | 0.10% | Reduce -0.3% | 11,149 | $808K |
| Balefire, LLC | 0.16% | New | 11,302 | $807K |
| Pallas Capital Advisors LLC | 0.03% | Add +0.6% | 11,277 | $805K |
| BWM Planning, LLC | 0.21% | Add +2.8% | 11,167 | $797K |
| Northwest Capital Management Inc | 3.42% | Reduce -82.8% | 11,045 | $789K |
| Financial Perspectives, Inc | 0.21% | Add +11.5% | 11,007 | $786K |
| MAI Capital Management | 0.00% | Add +19.8% | 11,000 | $785K |
| Integrated Advisors Network LLC | 0.03% | Reduce -39.0% | 10,963 | $783K |
| Childress Capital Advisors, LLC | 0.13% | No change | 10,900 | $778K |
| Ariadne Wealth Management, LP | 0.32% | No change | 9,845 | $777K |
| Keystone Wealth Services, LLC | 0.16% | Add +27.2% | 10,874 | $777K |
| Foster Group, Inc. | 0.02% | Reduce -0.1% | 10,814 | $772K |
| Per Stirling Capital Management, LLC. | 0.09% | Add +35.6% | 10,722 | $766K |
| VERITY Wealth Advisors | 0.47% | New | 10,635 | $759K |
| Mission Wealth Management, LP | 0.02% | Add +0.1% | 10,466 | $747K |
| Blue Capital, Inc. | 0.53% | Reduce -12.6% | 10,449 | $746K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -16.2% | 10,418 | $744K |
| Moors & Cabot, Inc. | 0.03% | Add +0.7% | 10,398 | $742K |
| Savvy Advisors, Inc. | 0.02% | Reduce -4.8% | 10,363 | $740K |
| Magnus Financial Group LLC | 0.06% | Reduce -0.3% | 10,361 | $740K |
| Alta Wealth Advisors LLC | 0.25% | New | 10,356 | $740K |
| PFG Investments, LLC | 0.03% | Add +45.1% | 10,318 | $737K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 10,131 | $733K |
| Pinnacle Family Advisors, LLC | 0.32% | Reduce -13.1% | 10,222 | $730K |
| Waldron Private Wealth LLC | 0.03% | Add +0.1% | 10,176 | $727K |
| Kestra Investment Management, LLC | 0.02% | Add +47.0% | 10,140 | $724K |
| Fragasso Financial Advisors Inc | 0.04% | Add +1.0% | 10,101 | $721K |
| Fisher Asset Management | 0.00% | Add +98.2% | 10,097 | $721K |
| Cherry Tree Wealth Management, LLC | 0.15% | Add +4.3% | 10,031 | $716K |
| HB Wealth Management, LLC | 0.00% | New | 9,912 | $708K |
| Aurelius Family Office LLC | 0.30% | Reduce -15.1% | 9,704 | $704K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +3.2% | 9,845 | $703K |
| Stirlingshire Investments, Inc. | 0.62% | — | 9,778 | $698K |
| Altfest L J & Co. Inc. | 0.08% | Add +0.6% | 9,744 | $696K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -3.4% | 9,732 | $695K |
| Flputnam Investment Management Co. | 0.01% | Add +6.3% | 9,725 | $694K |
| GWN Securities Inc. | 0.14% | Reduce -20.4% | 9,711 | $694K |
| Caprock Group, LLC | 0.01% | Reduce -0.6% | 9,709 | $693K |
| Parallel Advisors, LLC | 0.01% | Add +128.8% | 9,697 | $693K |
| Samalin Investment Counsel, LLC | 0.25% | Add +5.7% | 9,651 | $689K |
| Pointe Capital Management LLC | 0.34% | Add +13.1% | 9,564 | $683K |
| Centennial Advisors, LLC | 0.88% | — | 9,494 | $678K |
| Decker Retirement Planning Inc. | 0.34% | Add +11.1% | 9,438 | $674K |
| Motive Wealth Advisors | 0.29% | No change | 9,437 | $674K |
| Aegis Wealth Management, Inc. | 0.53% | — | 9,430 | $673K |
| Bison Wealth, LLC | 0.08% | New | 9,433 | $672K |
| Hazlett, Burt & Watson, Inc. | 0.21% | Add +19.2% | 9,395 | $670K |
| Laurel Oak Wealth Management, LLC | 0.11% | — | 9,330 | $666K |
| Montis Financial, LLC | 0.13% | Add +22.1% | 9,303 | $664K |
| Midwest Heritage Bank, FSB | 0.23% | Reduce -3.5% | 9,208 | $658K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -3.0% | 9,118 | $651K |
| Quotient Wealth Partners, LLC | 0.02% | Reduce -30.4% | 9,045 | $646K |
| Ritter Daniher Financial Advisory LLC / DE | 0.11% | No change | 8,998 | $643K |
| Fulcrum Equity Management | 0.61% | Reduce -1.8% | 8,995 | $642K |
| Lodestone Wealth Management LLC | 0.26% | No change | 8,982 | $641K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | No change | 8,885 | $634K |
| Vermillion & White Wealth Management Group, LLC | 0.34% | Add +0.0% | 8,872 | $634K |
| Innova Wealth Partners | 0.32% | Add +6.9% | 8,865 | $633K |
| Perennial Investment Advisors, LLC | 0.05% | Reduce -8.3% | 8,772 | $626K |
| Walleye Partners, LLC | 0.70% | — | 8,769 | $626K |
| Facet Wealth, Inc. | 0.01% | Add +57.4% | 8,334 | $625K |
| Parkway Wealth Management Group, LLC | 0.08% | — | 8,706 | $622K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 8,666 | $619K |
| GHP Investment Advisors, Inc. | 0.03% | Reduce -1.4% | 8,650 | $618K |
| Essex Bank | 0.13% | Reduce -0.1% | 8,621 | $616K |
| Twin Focus Capital Partners, LLC | 0.07% | Reduce -18.9% | 8,569 | $612K |
| Argent Advisors, Inc. | 0.17% | Add +7.4% | 8,500 | $607K |
| Milestone Asset Management Group, LLC | 0.34% | Add +1.1% | 8,481 | $606K |
| Curi Capital, LLC | 0.01% | Add +6.9% | 8,453 | $604K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +0.4% | 8,409 | $600K |
| MIdWestOne Financial Group, Inc. | 0.07% | Reduce -6.7% | 8,321 | $594K |
| Cornerstone Advisors Asset Management, LLC | 0.10% | Reduce -4.2% | 8,269 | $590K |
| Freestone Capital Holdings, LLC | 0.02% | Add +9.6% | 8,255 | $589K |
| Visionary Wealth Advisors | 0.03% | Add +0.2% | 8,202 | $586K |
| Raffa Wealth Management, LLC | 0.09% | Add +1.5% | 8,178 | $584K |
| Pinnacle Bancorp, Inc. | 0.17% | No change | 8,176 | $584K |
| LongView Wealth Management | 0.14% | Add +100.3% | 7,992 | $583K |
| BAM Wealth Management, LLC | 0.42% | Reduce -6.7% | 8,093 | $578K |
| Strategy Asset Managers LLC | 0.09% | New | 8,073 | $576K |
| Diversified Management Inc. | 0.13% | — | 7,970 | $569K |
| Red Tortoise LLC | 0.24% | No change | 7,966 | $569K |
| Harbour Capital Advisors, LLC | 0.12% | No change | 7,859 | $567K |
| NBT Bank, N.A. | 0.04% | Add +4.4% | 71 | $565K |
| Claris Advisors, LLC / Mo / | 0.17% | Add +1.1% | 7,854 | $561K |
| CGN Advisors LLC | 0.04% | Add +0.1% | 7,844 | $560K |
| Algorithmic Investment Models, LLC | 0.68% | New | 7,728 | $552K |
| First Citizens Asset Management, Inc. | 0.19% | Reduce -6.5% | 7,700 | $550K |
| Quarry Hill Advisors, LLC | 0.25% | Reduce -7.6% | 7,663 | $547K |
| Friday Financial | 0.19% | Add +154.7% | 7,651 | $546K |
| Ascentis Wealth Management, LLC | 0.14% | Reduce -0.9% | 7,632 | $545K |
| Lloyd Advisory Services, LLC. | 0.21% | Add +10.7% | 7,601 | $543K |
| Balance Wealth Partners LLC | 0.17% | Add +0.0% | 7,549 | $539K |
| Cape Investment Advisory, Inc. | 0.16% | Add +4.6% | 7,505 | $536K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +0.3% | 7,486 | $535K |
| Palisade Asset Management, LLC | 0.05% | No change | 7,482 | $534K |
| Pacific Excel Wealth Advisors, Inc. | 1.01% | — | 7,463 | $533K |
| Elevation Wealth Management LLC | 0.51% | — | 7,426 | $530K |
| American Trust | 0.04% | Reduce -10.8% | 7,395 | $528K |
| Essex Financial Services, Inc. | 0.03% | Add +1.4% | 7,345 | $524K |
| Midwest Trust Co | 0.01% | Add +22.2% | 7,324 | $523K |
| Michels Family Financial, LLC | 0.38% | Add +2.9% | 7,322 | $523K |
| Tranquility Partners, LLC | 0.19% | No change | 7,293 | $521K |
| Lane Brothers & Co. Inc. | 0.37% | — | 7,242 | $517K |
| Continuum Advisory, LLC | 0.05% | Reduce -10.7% | 7,209 | $515K |
| Fortis Capital Management LLC | 0.07% | New | 7,180 | $513K |
| Legacy Edge Advisors, LLC | 0.06% | Reduce -14.7% | 7,074 | $505K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +13.6% | 7,063 | $504K |
| Lauterbach Financial Advisors, LLC | 0.24% | Reduce -7.2% | 7,006 | $500K |
| Osborne Partners Capital Management, LLC | 0.03% | Reduce -20.6% | 6,985 | $499K |
| Novus Advisors, LLC | 1.11% | Add +2.1% | 6,948 | $496K |
| MainStreet Investment Advisors LLC | 0.07% | No change | 6,938 | $495K |
| Gilman Hill Asset Management, LLC | 0.08% | No change | 6,904 | $493K |
| Bedminster, LLC | 0.45% | — | 6,893 | $492K |
| Gilliland Jeter Wealth Management LLC | 0.15% | Add +13.4% | 6,856 | $490K |
| Aerodigm Wealth, LLC | 0.19% | Add +0.8% | 6,823 | $487K |
| Prosperity Planning, Inc. | 0.18% | Reduce -5.1% | 6,820 | $487K |
| Summit Financial, LLC | 0.01% | Reduce -25.4% | 6,801 | $486K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +1.5% | 6,796 | $485K |
| Strategic Wealth Partners, Ltd. | 0.03% | Reduce -54.7% | 6,785 | $485K |
| Fermata Advisors, LLC | 0.12% | Reduce -0.4% | 6,732 | $481K |
| Krilogy Financial LLC | 0.02% | Add +0.6% | 6,429 | $477K |
| Baker Tilly Wealth Management, LLC | 0.12% | Add +30.1% | 6,663 | $476K |
| Plante Moran Financial Advisors, LLC | 0.03% | Add +20.3% | 6,647 | $475K |
| Well Done, LLC | 0.07% | Add +2.3% | 6,605 | $472K |
| Spinnaker Investment Group, LLC | 0.09% | Add +2.7% | 6,575 | $470K |
| Hidden Cove Wealth Management, LLC | 0.30% | Add +36.1% | 6,561 | $469K |
| Empirical Asset Management, LLC | 0.13% | Reduce -18.5% | 6,420 | $458K |
| SwitchPoint Financial Planning, LLC | 0.32% | No change | 6,415 | $458K |
| Allegiance Financial Group Advisory Services LLC | 0.10% | No change | 6,337 | $453K |
| Partners Capital Investment Group, LLP | 0.02% | No change | 6,324 | $452K |
| Life Line Wealth Management LLC | 0.13% | Add +16.1% | 6,309 | $451K |
| Pines Wealth Management, LLC | 0.15% | Add +4.9% | 6,295 | $450K |
| Uptick Partners, LLC | 0.10% | Add +11.7% | 6,293 | $449K |
| Northwest Bancshares, Inc. | 0.09% | No change | 6,283 | $449K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -7.1% | 6,279 | $448K |
| Squire Investment Management Company, LLC | 0.13% | Reduce -9.1% | 6,222 | $444K |
| AlTi Global, Inc. | 0.01% | No change | 6,205 | $443K |
| Trust Point Inc. | 0.04% | Add +6.0% | 6,202 | $443K |
| Copia Wealth Management | 0.32% | Add +4.6% | 6,189 | $442K |
| Syntegra Private Wealth Group, LLC | 0.04% | Reduce -9.1% | 6,181 | $441K |
| Vantage Point Financial LLC | 0.16% | Add +99.5% | 6,174 | $441K |
| Aaron Wealth Advisors LLC | 0.02% | Add +2.3% | 6,167 | $440K |
| Wright Wealth LLC | 0.29% | — | 6,151 | $439K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -1.3% | 6,150 | $439K |
| Hyundai Investments Co., Ltd. | 0.42% | New | 6,082 | $436K |
| Hobart Private Capital, LLC | 0.08% | Add +13.9% | 6,072 | $434K |
| Inspire Advisors, LLC | 0.04% | Add +24.4% | 6,063 | $433K |
| Alpine Bank Wealth Management | 0.06% | New | 6,039 | $431K |
| Tanglewood Wealth Management, Inc. | 0.04% | No change | 5,972 | $426K |
| Stephens Inc. | 0.01% | Reduce -54.5% | 5,962 | $426K |
| Center for Financial Planning, Inc. | 0.04% | Reduce -21.9% | 5,941 | $424K |
| Vident Advisory, LLC | 0.00% | Reduce -19.7% | 5,917 | $423K |
| Americana Partners, LLC | 0.01% | Add +7.0% | 5,910 | $422K |
| Foundry Financial Group, Inc. | 0.21% | No change | 5,878 | $420K |
| Hilltop National Bank | 0.10% | No change | 5,876 | $420K |
| CAP Partners, LLC | 0.24% | Reduce -2.6% | 5,826 | $416K |
| Ascentis Independent Advisors | 0.07% | Add +36.1% | 5,821 | $416K |
| Sunbelt Securities, Inc. | 0.03% | Add +4.0% | 5,810 | $415K |
| Sequent Planning LLC | 0.11% | New | 5,788 | $413K |
| Capstone Wealth Management, LLC | 0.30% | No change | 5,769 | $412K |
| Citizens Business Bank | 0.07% | No change | 5,756 | $411K |
| Hippocratic Financial Advisors, LLC | 0.19% | No change | 5,755 | $411K |
| Flagstar Securities, Inc. | 0.14% | Reduce -8.3% | 5,718 | $408K |
| Conning Inc. | 0.01% | No change | 5,670 | $405K |
| James J. Burns & Company, LLC | 0.06% | Reduce -0.3% | 5,640 | $403K |
| DGS Capital Management, LLC | 0.07% | Reduce -6.2% | 5,633 | $402K |
| Moneco Advisors, LLC | 0.03% | Reduce -27.0% | 5,632 | $402K |
| Dopkins Wealth Management, LLC | 0.16% | Reduce -1.5% | 5,624 | $402K |
| Becker Capital Management Inc. | 0.01% | No change | 5,585 | $399K |
| Independent Advisor Alliance | 0.01% | New | 5,523 | $394K |
| Wharton Business Group, LLC | 0.01% | No change | 5,515 | $394K |
| Silverlake Wealth Management LLC | 0.09% | Add +15.0% | 5,488 | $392K |
| REAP Financial Group, LLC | 0.08% | Reduce -5.3% | 5,471 | $391K |
| Beaird Harris Wealth Management, LLC | 0.03% | Reduce -1.7% | 5,456 | $390K |
| Marino, Stram & Associates LLC | 0.07% | Reduce -1.1% | 5,432 | $388K |
| Intelligence Driven Advisers, LLC | 0.06% | No change | 5,414 | $387K |
| National Bank of Canada | 0.00% | Reduce -94.9% | 5,391 | $385K |
| Hilltop Holdings Inc. | 0.02% | Reduce -10.7% | 5,369 | $383K |
| Lockerman Financial Group, Inc. | 0.73% | Add +5.6% | 5,350 | $382K |
| HUB Investment Partners, LLC | 0.01% | Add +15.2% | 5,324 | $380K |
| Shotwell Rutter Baer Inc | 0.23% | Reduce -4.4% | 5,220 | $377K |
| TritonPoint Partners, LLC | 0.20% | — | 5,270 | $376K |
| Cardiff Park Advisors, LLC | 0.03% | Add +0.9% | 5,269 | $376K |
| Crescent Grove Advisors, LLC | 0.04% | No change | 5,262 | $376K |
| Fairvoy Private Wealth, LLC | 0.08% | Reduce -36.9% | 5,245 | $375K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +4.4% | 5,233 | $374K |
| Bessemer Group Inc. | 0.00% | Add +92.8% | 5,193 | $372K |
| Trilogy Capital Inc. | 0.02% | Add +1.5% | 5,203 | $372K |
| Sage Mountain Advisors LLC | 0.02% | No change | 5,199 | $371K |
| Fiscal Wisdom Wealth Management, LLC | 0.35% | Add +14.7% | 5,187 | $370K |
| Institute for Wealth Management, LLC. | 0.04% | Reduce -1.1% | 5,132 | $366K |
| Brand Asset Management Group, Inc. | 0.10% | New | 5,114 | $365K |
| Kelly Financial Group LLC | 0.09% | Reduce -8.6% | 5,107 | $365K |
| Indie Asset Partners, LLC | 0.40% | New | 5,022 | $359K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +17.3% | 4,993 | $357K |
| Compass Financial Group, Inc. (Ohio) | 0.26% | — | 4,981 | $356K |
| International Assets Investment Management, LLC | 0.02% | Reduce -1.2% | 4,980 | $356K |
| Waystone Advisors LLC | 0.30% | — | 4,977 | $355K |
| Investment Advisory Group, LLC | 0.09% | Reduce -6.8% | 4,970 | $355K |
| Bridge Generations Wealth Management LLC | 0.22% | No change | 4,961 | $354K |
| Opes Wealth Management LLC | 0.06% | No change | 4,958 | $354K |
| Index Fund Advisors, Inc. | 0.02% | Reduce -4.6% | 4,917 | $351K |
| Beverly Hills Private Wealth, LLC | 0.06% | Reduce -8.7% | 4,887 | $349K |
| RHS Financial, LLC | 0.17% | Reduce -7.8% | 4,867 | $348K |
| Wedmont Private Capital | 0.01% | Add +1.6% | 4,816 | $346K |
| Integrated Wealth Management | 0.39% | — | 4,825 | $345K |
| Van Diest Capital, LLC | 0.51% | — | 4,788 | $342K |
| Integral Investment Advisors, Inc. | 0.08% | Reduce -6.0% | 4,700 | $336K |
| Oregon Pacific Wealth Management, LLC | 0.34% | Add +1.1% | 4,643 | $332K |
| Elevation Wealth Partners, LLC | 0.12% | Add +2.3% | 4,640 | $331K |
| Curated Wealth Partners LLC | 0.04% | New | 4,639 | $331K |
| Parkwoods Wealth Partners, LLC | 0.10% | No change | 4,614 | $329K |
| Novem Group | 0.04% | Add +6.4% | 4,598 | $328K |
| New Republic Capital, LLC | 0.09% | Reduce -1.4% | 4,583 | $327K |
| Fidelity D & D Bancorp Inc. | 0.14% | Reduce -6.4% | 4,581 | $327K |
| Northstar Asset Management Inc. | 0.08% | Add +0.0% | 4,565 | $326K |
| Edgestream Partners, L.P. | 0.01% | Reduce -7.2% | 4,561 | $326K |
| Advisors Capital Management, LLC | 0.00% | New | 4,555 | $325K |
| Veracity Capital LLC | 0.10% | Add +7.7% | 4,543 | $324K |
| Calamos Wealth Management LLC | 0.01% | New | 4,519 | $323K |
| Global Financial Private Client, LLC | 0.11% | Reduce -1.6% | 4,435 | $317K |
| Hirtle & Co., LLC | 0.01% | No change | 4,428 | $316K |
| Canandaigua National Bank & Trust Co. | 0.03% | Reduce -5.1% | 4,421 | $316K |
| Glenview Trust Co | 0.00% | New | 4,419 | $316K |
| Knightsbridge Asset Management, LLC | 0.05% | No change | 4,358 | $311K |
| Nixon Peabody Trust Co. | 0.02% | New | 4,352 | $311K |
| Alvarez & Marsal Private Wealth Partners, LLC | 0.06% | — | 4,334 | $309K |
| Dala Group, LLC | 0.26% | — | 4,280 | $306K |
| Networth Advisors, LLC | 0.22% | — | 4,267 | $305K |
| Milestone Investment Advisors LLC | 0.07% | Reduce -3.2% | 4,247 | $303K |
| Engineers Gate Manager LP | 0.00% | New | 4,243 | $303K |
| Madison Wealth Partners, Inc | 0.05% | Add +33.9% | 4,190 | $299K |
| Sachem Hill LLC | 0.06% | No change | 4,133 | $295K |
| Arlington Trust Co LLC | 0.03% | No change | 4,114 | $294K |
| EJMK Ventures LLC | 0.18% | — | 4,112 | $294K |
| TRUE Private Wealth Advisors | 0.03% | Add +0.8% | 4,095 | $292K |
| LVW Advisors, LLC | 0.03% | No change | 4,086 | $292K |
| Obermeyer Wealth Partners | 0.01% | Add +6.9% | 4,076 | $291K |
| Focused Alpha, LLC | 0.08% | — | 4,048 | $289K |
| Liberty Atlantic Advisors LLC | 0.28% | — | 4,007 | $286K |
| Tailwinds Wealth, LLC | 0.30% | — | 3,954 | $282K |
| Freedom Investment Management, Inc. | 0.08% | Reduce -23.3% | 3,949 | $282K |
| Professional Financial Advisors, LLC | 0.06% | Add +0.8% | 3,942 | $281K |
| Paladin Advisory Group, LLC | 0.20% | Add +2106.7% | 3,928 | $280K |
| Versant Capital Management, Inc | 0.04% | No change | 3,905 | $279K |
| Angeles Wealth Management, LLC | 0.02% | No change | 3,858 | $276K |
| Empower Advisory Group, LLC | 0.00% | Reduce -4.0% | 3,825 | $273K |
| Broussard Financial Group LLC | 0.22% | — | 3,804 | $272K |
| Mackenzie Financial Corp. | 0.00% | New | 3,772 | $270K |
| Adirondack Capital Advisors, LLC | 0.18% | — | 3,778 | $270K |
| Tudor Investment Corporation | 0.00% | New | 3,729 | $266K |
| Bridgewealth Advisory Group, LLC | 0.06% | Reduce -2.9% | 3,717 | $265K |
| North Star Asset Management Inc. | 0.01% | Add +23.2% | 3,695 | $264K |
| Urban Financial Advisory Corp | 0.10% | Add +2.3% | 3,668 | $262K |
| Team Hewins, LLC | 0.08% | No change | 3,665 | $262K |
| MKT Advisors LLC | 0.09% | No change | 3,605 | $262K |
| SmartHarvest Portfolios, LLC | 0.09% | — | 3,664 | $262K |
| Wealthspire Retirement, LLC | 0.02% | Add +7.6% | 3,663 | $262K |
| Vickerman Investment Advisors, Inc. | 0.05% | No change | 3,657 | $261K |
| Aurdan Capital Management, LLC | 0.08% | No change | 3,647 | $260K |
| Global View Capital Management LLC | 0.05% | New | 3,631 | $259K |
| Mission Hills Financial Advisory, LLC | 0.14% | No change | 3,612 | $258K |
| OneAscent Financial Services LLC | 0.02% | New | 3,603 | $257K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -11.8% | 3,602 | $257K |
| AlphaCore Capital LLC | 0.01% | No change | 3,565 | $255K |
| Radnor Capital Management, LLC | 0.04% | No change | 3,561 | $254K |
| BDFS Capital LLC | 0.13% | — | 3,548 | $253K |
| Frontier Asset Management, LLC | 0.06% | Add +8.2% | 3,546 | $253K |
| Pacific Asset Management, LLC | 0.15% | Add +2.3% | 3,543 | $253K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.5% | 3,529 | $252K |
| Squarepoint Ops LLC | 0.00% | Add +1.4% | 3,528 | $252K |
| Marco Investment Management LLC | 0.02% | No change | 3,500 | $250K |
| Acorn Wealth Advisors, LLC | 0.07% | Reduce -39.4% | 3,497 | $250K |
| Cambridge Financial Group, LLC | 0.09% | No change | 4,589 | $249K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | New | 3,463 | $247K |
| Davidson Trust Co. | 0.10% | Add +6.0% | 3,451 | $246K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 3,451 | $246K |
| Fsa Wealth Partners, Inc. | 0.09% | Add +11.9% | 3,448 | $246K |
| Huntleigh Advisors, Inc. | 0.04% | No change | 3,440 | $246K |
| AA Financial Advisors, LLC | 0.05% | New | 3,438 | $245K |
| Peak Planning Group, LLC | 0.07% | Add +0.7% | 3,433 | $245K |
| Stonebridge Financial Group, LLC | 0.02% | No change | 3,405 | $243K |
| FineMark National Bank & Trust | 0.01% | No change | 3,390 | $242K |
| Regions Financial Corp. | 0.00% | Add +12.8% | 3,349 | $239K |
| Simmons Bank | 0.02% | New | 3,346 | $239K |
| Valmark Advisers, Inc. | 0.00% | New | 3,331 | $238K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.08% | No change | 3,309 | $236K |
| Vanguard Group Inc. | 0.00% | Reduce -0.6% | 3,304 | $236K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.4% | 3,298 | $236K |
| Asset One Wealth Management LLC | 0.03% | — | 3,087 | $234K |
| Commonwealth Financial Services, LLC | 0.04% | Reduce -0.6% | 3,265 | $233K |
| American National Bank & Trust | 0.02% | No change | 3,262 | $233K |
| Nicolet Bankshares Inc. | 0.04% | No change | 3,238 | $231K |
| CFO4Life Group, LLC | 0.03% | Reduce -3.6% | 3,231 | $231K |
| Atlas Private Wealth Advisors | 0.05% | Add +1.6% | 3,227 | $230K |
| Fortis Advisors, LLC | 0.13% | Reduce -0.1% | 3,215 | $230K |
| Stone Summit Wealth LLC | 0.06% | No change | 3,213 | $229K |
| Oarsman Capital, Inc. | 0.03% | No change | 3,168 | $226K |
| Clarity Financial LLC | 0.02% | No change | 3,145 | $225K |
| Cornerstone Financial Group, LLC | 0.16% | Add +2.3% | 3,136 | $224K |
| Rollins Financial Advisors, LLC | 0.03% | New | 3,133 | $224K |
| Paces Ferry Wealth Advisors, LLC | 0.09% | No change | 3,132 | $224K |
| Coppell Advisory Solutions LLC | 0.02% | Reduce -1.3% | 3,111 | $223K |
| TrueWealth Advisors, LLC | 0.06% | Add +0.9% | 3,109 | $222K |
| Optimist Retirement Group LLC | 0.10% | No change | 3,105 | $222K |
| Avior Wealth Management, LLC | 0.01% | Reduce -5.0% | 3,090 | $221K |
| Financial Sense Advisors, Inc. | 0.05% | Reduce -4.3% | 3,084 | $220K |
| Axxcess Wealth Management, LLC | 0.00% | New | 3,079 | $220K |
| Oder Investment Management, LLC | 0.16% | Add +1.3% | 3,074 | $220K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | Reduce -8.4% | 3,062 | $219K |
| WASHINGTON TRUST Co | 0.01% | No change | 3,031 | $216K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +3.3% | 3,028 | $216K |
| Pacific Financial Group Inc. | 0.12% | New | 3,023 | $216K |
| Fulton Bank, N.A. | 0.01% | New | 3,023 | $216K |
| Comprehensive Money Management Services LLC | 0.15% | No change | 3,005 | $215K |
| Apollon Financial, LLC | 0.03% | New | 2,993 | $214K |
| Eclectic Associates Inc. | 0.03% | No change | 2,992 | $214K |
| FLC Capital Advisors | 0.04% | No change | 2,984 | $213K |
| Atlas Brown,Inc. | 0.06% | Reduce -10.0% | 2,936 | $210K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.07% | Add +725.6% | 2,931 | $209K |
| Vantage Financial Partners, LLC | 0.04% | New | 2,924 | $209K |
| Western Financial Corp | 0.08% | Reduce -36.2% | 2,917 | $208K |
| Catalyst Financial Partners LLC | 0.02% | Reduce -22.6% | 2,913 | $208K |
| Capital Investment Advisors, LLC | 0.00% | New | 2,905 | $207K |
| Shearwater Capital LLC | 0.12% | New | 2,898 | $207K |
| Washington Trust Bank | 0.01% | New | 2,892 | $207K |
| One Wealth Management Investment & Advisory Services, LLC | 0.23% | Reduce -8.6% | 2,890 | $206K |
| Brooklyn Investment Group | 0.01% | New | 2,879 | $206K |
| Stewardship Advisors, LLC | 0.05% | Reduce -23.3% | 2,872 | $205K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -8.3% | 2,860 | $204K |
| Fifth Third Securities, Inc. | 0.01% | Reduce -29.0% | 2,858 | $204K |
| Total Clarity Wealth Management, Inc. | 0.05% | New | 2,857 | $204K |
| Summit Global Investments | 0.01% | New | 2,855 | $204K |
| JMG Financial Group, Ltd. | 0.01% | New | 2,847 | $203K |
| Integrity Wealth Solutions LLC | 0.08% | New | 2,834 | $202K |
| Oak Family Advisors, LLC | 0.06% | Reduce -10.3% | 2,820 | $201K |
| Instrumental Wealth, LLC | 0.12% | New | 2,512 | $201K |
| Providence Capital Advisors, LLC | 0.03% | No change | 2,774 | $198K |
| GAMMA Investing LLC | 0.01% | Add +30.9% | 2,772 | $198K |
| Bayban | 0.17% | — | 2,639 | $188K |
| Rosenberg Matthew Hamilton | 0.04% | No change | 2,576 | $184K |
| Horizon Bancorp Inc. | 0.09% | Add +1.6% | 2,559 | $183K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -3.3% | 2,517 | $180K |
| MeadowBrook Investment Advisors LLC | 0.15% | No change | 2,495 | $178K |
| Balentine LLC | 0.01% | No change | 2,462 | $176K |
| SageView Advisory Group, LLC | 0.01% | New | 2,460 | $176K |
| Triumph Capital Management | 0.04% | New | 2,387 | $170K |
| Zions Bancorporation, National Association | 0.01% | No change | 2,362 | $169K |
| S.A. Mason LLC | 0.06% | No change | 2,291 | $164K |
| Team Financial Group, LLC | 0.07% | Reduce -1.8% | 2,285 | $163K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | New | 2,263 | $162K |
| Rothschild Investment LLC | 0.01% | No change | 2,257 | $161K |
| SOA Wealth Advisors, LLC. | 0.03% | Reduce -15.7% | 2,234 | $160K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 2,212 | $158K |
| JDM Financial Group LLC | 0.06% | No change | 2,088 | $149K |
| Clark Wealth Partners | 0.09% | No change | 2,066 | $148K |
| Wells Financial Advisors INC | 0.28% | Reduce -20.5% | 2,055 | $147K |
| MCF Advisors LLC | 0.01% | No change | 2,043 | $146K |
| Blue Bell Private Wealth Management, LLC | 0.02% | Add +514.7% | 1,918 | $137K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,838 | $131K |
| Bravera Wealth | 0.07% | — | 1,821 | $130K |
| Tsfg, LLC | 0.02% | Add +3.9% | 1,809 | $129K |
| Optima Capital LLC | 0.05% | New | 1,720 | $123K |
| Godfrey Financial Associates, Inc. | 0.11% | — | 1,717 | $123K |
| Root Financial Partners, LLC | 0.01% | Add +12.4% | 1,661 | $119K |
| Gilpin Wealth Management, LLC | 0.09% | — | 1,646 | $118K |
| Anchor Investment Management, LLC | 0.01% | Add +8.1% | 1,598 | $114K |
| Hamrick Investment Counsel, llc | 0.08% | — | 1,454 | $104K |
| Founders Financial Alliance, LLC | 0.02% | Reduce -8.5% | 1,453 | $104K |
| Oakworth Capital, Inc. | 0.01% | Reduce -0.2% | 1,391 | $99K |
| Navigoe, LLC | 0.06% | No change | 1,348 | $96K |
| JFS Wealth Advisors, LLC | 0.01% | Add +19.8% | 1,333 | $95K |
| Ameriflex Group, Inc. | 0.05% | Reduce -2.4% | 1,331 | $95K |
| Matrix Private Capital Group LLC | 0.05% | No change | 1,322 | $94K |
| High Note Wealth, LLC | 0.02% | No change | 1,302 | $93K |
| Hoey Investments, Inc. | 0.01% | No change | 1,203 | $86K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,115 | $80K |
| Princeton Global Asset Management LLC | 0.01% | No change | 1,089 | $78K |
| City State Bank | 0.02% | New | 1,060 | $76K |
| Signature Equity Partners, LLC | 0.04% | — | 1,055 | $75K |
| Elevated Capital Advisors, LLC | 0.02% | New | 1,040 | $74K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 982 | $70K |
| Trust Co. of Vermont | 0.00% | Add +97.1% | 944 | $67K |
| Ares Financial Consulting, LLC | 0.06% | — | 942 | $67K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -3.5% | 938 | $67K |
| Rice Partnership, LLC | 0.01% | Reduce -25.0% | 934 | $67K |
| Atlantic Private Wealth, LLC | 0.04% | No change | 923 | $66K |
| Birchwood Financial Partners, Inc. | 0.07% | — | 919 | $66K |
| Tucker Asset Management LLC | 0.02% | Add +24.9% | 892 | $64K |
| Bangor Savings Bank | 0.01% | Add +12.6% | 891 | $64K |
| Ballast Advisors LLC | 0.02% | No change | 838 | $60K |
| Imprint Wealth LLC | 0.28% | Reduce -71.1% | 836 | $60K |
| Hurley Capital, LLC | 0.03% | Add +175.6% | 824 | $59K |
| Dorato Capital Management | 0.04% | — | 792 | $58K |
| Toth Financial Advisory Corp. | 0.01% | Add +166.0% | 814 | $58K |
| Powell Investment Advisors, LLC | 0.02% | Add +2.3% | 808 | $58K |
| Tompkins Financial Corp. | 0.00% | Add +20.5% | 783 | $56K |
| Bogart Wealth, LLC | 0.00% | Reduce -23.7% | 763 | $55K |
| Howe & Rusling Inc. | 0.00% | Reduce -19.5% | 750 | $54K |
| Financial Network Wealth Advisors LLC | 0.05% | No change | 729 | $52K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +2.2% | 692 | $49K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 675 | $48K |
| NorthAvenue LLC | 0.04% | — | 675 | $48K |
| Atlantic Union Bankshares Corp | 0.00% | Add +20.9% | 666 | $48K |
| Brown Brothers Harriman & Co. | 0.00% | Add +232.3% | 648 | $46K |
| Highline Wealth Partners LLC | 0.01% | No change | 642 | $46K |
| Rossby Financial, LCC | 0.01% | Reduce -22.8% | 641 | $46K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 624 | $45K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 619 | $44K |
| Rossmore Private Capital | 0.00% | No change | 616 | $44K |
| SHP Wealth Management | 0.00% | — | 600 | $43K |
| Collier Financial | 0.03% | Add +2.3% | 583 | $42K |
| Litman Gregory Wealth Management LLC | 0.00% | New | 574 | $41K |
| Curio Wealth, LLC | 0.01% | New | 561 | $40K |
| Phillips Financial Management, LLC | 0.00% | No change | 562 | $40K |
| Ransom Advisory, Ltd | 0.02% | New | 561 | $40K |
| JNBA Financial Advisors | 0.00% | No change | 550 | $39K |
| Signature Resources Capital Management, LLC | 0.02% | Add +29.3% | 529 | $38K |
| Breakwater Investment Management | 0.01% | No change | 528 | $38K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Add +2.4% | 512 | $36K |
| Hantz Financial Services, Inc. | 0.00% | Add +82.8% | 499 | $36K |
| MPWM Advisory Solutions, LLC | 0.02% | No change | 499 | $36K |
| Centennial Bank | 0.01% | No change | 496 | $35K |
| Wellington Grp LLC | 0.01% | — | 496 | $35K |
| Fortitude Family Office, LLC | 0.01% | New | 481 | $34K |
| Addison Advisors LLC | 0.01% | Add +0.2% | 473 | $34K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +2.2% | 466 | $33K |
| First Command Advisory Services, Inc. | 0.00% | New | 462 | $33K |
| Dunhill Financial, LLC | 0.01% | Add +242.5% | 459 | $33K |
| Abound Wealth Management | 0.01% | Reduce -11.9% | 437 | $31K |
| Richardson Capital Management LLC | 0.02% | Add +1.4% | 425 | $30K |
| BankPlus Trust Department | 0.01% | New | 409 | $29K |
| Rogco, LP | 0.01% | Reduce -18.6% | 406 | $29K |
| Atwood & Palmer Inc. | 0.00% | Add +2.3% | 401 | $29K |
| Legacy Bridge, LLC | 0.01% | No change | 400 | $29K |
| CVA Family Office, LLC | 0.00% | Add +2.1% | 392 | $28K |
| McGuire Capital Advisors Inc. | 0.02% | — | 372 | $27K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 363 | $26K |
| SYM FINANCIAL Corp | 0.00% | New | 362 | $26K |
| Adkins Seale Capital Management LLC | 0.02% | — | 345 | $25K |
| 2UniFi Bank | 0.01% | New | 332 | $24K |
| Chesapeake Asset Management LLC | 0.02% | No change | 325 | $23K |
| Caldwell Trust Co | 0.00% | Reduce -24.3% | 324 | $23K |
| Integrity Financial Corp | 0.01% | No change | 322 | $23K |
| First Community Trust NA | 0.02% | No change | 318 | $23K |
| Wealth Watch Advisors, INC | 0.01% | New | 308 | $22K |
| Nemes Rush Group LLC | 0.00% | New | 303 | $22K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 302 | $22K |
| Harbor Asset Planning, Inc. | 0.02% | Add +2.4% | 296 | $21K |
| IFC & Insurance Marketing, Inc. | 0.02% | — | 301 | $21K |
| Fairman Group, LLC | 0.02% | Add +1.4% | 291 | $21K |
| Motiv8 Investments LLC | 0.01% | New | 281 | $20K |
| CGC Financial Services, LLC | 0.01% | No change | 280 | $20K |
| Park Place Capital Corp | 0.00% | Add +142.6% | 279 | $20K |
| KERR FINANCIAL PLANNING Corp | 0.03% | No change | 256 | $20K |
| Valley National Advisers Inc. | 0.00% | New | 267 | $19K |
| Clearstead Trust, LLC | 0.00% | No change | 254 | $18K |
| EPG Wealth Management LLC | 0.00% | No change | 245 | $17K |
| Signaturefd, LLC | 0.00% | No change | 242 | $17K |
| Avion Wealth | 0.00% | Reduce -0.4% | 246 | $17K |
| Crewe Advisors LLC | 0.00% | Reduce -53.5% | 235 | $17K |
| Estate Planners Group, LLC | 0.01% | — | 232 | $17K |
| Eastern Bank | 0.00% | Reduce -20.2% | 217 | $15K |
| Elyxium Wealth, LLC | 0.00% | New | 215 | $15K |
| MTM Investment Management, LLC | 0.00% | Add +2.4% | 211 | $15K |
| Archer Investment Corp | 0.00% | No change | 201 | $14K |
| Grand Wealth Management, LLC | 0.01% | Add +10.1% | 196 | $14K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 190 | $14K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Reduce -46.4% | 188 | $13K |
| Smithfield Trust Co | 0.00% | No change | 183 | $13K |
| Glen Eagle Advisors, LLC | 0.00% | Add +123.8% | 179 | $13K |
| Reyes Financial Architecture, Inc. | 0.01% | Add +1.7% | 177 | $13K |
| Kozak & Associates, Inc. | 0.00% | Add +2.5% | 163 | $12K |
| Evermay Wealth Management LLC | 0.00% | No change | 159 | $11K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | — | 158 | $11K |
| Delos Wealth Advisors, LLC | 0.01% | Reduce -20.3% | 157 | $11K |
| United Community Bank | 0.00% | New | 155 | $11K |
| Greenline Wealth Management LLC | 0.01% | — | 150 | $11K |
| Vermillion Wealth Management, Inc. | 0.00% | Reduce -49.1% | 150 | $11K |
| TOWER TRUST & INVESTMENT Co | 0.01% | New | 144 | $10K |
| Parvin Asset Management, LLC | 0.01% | New | 139 | $10K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 139 | $10K |
| WFA of San Diego, LLC | 0.01% | No change | 137 | $10K |
| IAG Wealth Partners, LLC | 0.00% | Add +103.0% | 136 | $10K |
| Lummis Asset Management, LP | 0.01% | New | 133 | $9K |
| Atomic Invest LLC | 0.01% | — | 130 | $9K |
| Trust Co | 0.00% | No change | 128 | $9K |
| Walsh & Associates, LLC | 0.01% | — | 127 | $9K |
| Ankerstar Wealth, LLC | 0.01% | — | 120 | $9K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 116 | $8K |
| American Wealth Advisors, LLC | 0.01% | Add +1.8% | 115 | $8K |
| Planning Project LLC | 0.00% | — | 110 | $8K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +118.4% | 107 | $8K |
| Hilton Head Capital Partners, LLC | 0.00% | — | 101 | $7K |
| Group One Trading LLC | 0.00% | New | 100 | $7K |
| Coston, McIsaac & Partners | 0.00% | No change | 104 | $7K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 97 | $7K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -92.5% | 93 | $7K |
| Sittner & Nelson, LLC | 0.00% | No change | 84 | $7K |
| Caitlin John, LLC | 0.00% | No change | 87 | $6K |
| Richards, Merrill & Peterson, Inc. | 0.00% | New | 86 | $6K |
| Laurel Wealth Advisors LLC | 0.00% | New | 77 | $5K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 72 | $5K |
| Caldwell Sutter Capital, Inc. | 0.00% | Add +9.2% | 71 | $5K |
| Alerus Financial NA | 0.00% | No change | 69 | $5K |
| Barrett & Company, Inc. | 0.00% | Add +44.7% | 68 | $5K |
| Topsail Wealth Management, LLC | 0.00% | No change | 67 | $5K |
| ESL Trust Services, LLC | 0.00% | New | 66 | $5K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 60 | $4K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -72.3% | 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 |
| Nvwm, LLC | 0.00% | New | 53 | $4K |
| Manchester Capital Management LLC | 0.00% | New | 53 | $4K |
| Barnes Dennig Private Wealth Management LLC | 0.00% | No change | 51 | $4K |
| Chelsea Counsel Co. | 0.00% | No change | 51 | $4K |
| Pioneer Family Office, LLC | 0.00% | — | 50 | $4K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 50 | $4K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -27.5% | 50 | $4K |
| Adirondack Trust Co. | 0.00% | New | 49 | $3K |
| Hoese & Co LLP | 0.00% | No change | 48 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 47 | $3K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 44 | $3K |
| Strategic Wealth Advisors LLC | 0.00% | — | 49 | $3K |
| United Financial Planning Group LLC | 0.00% | New | 42 | $3K |
| Concord Wealth Partners | 0.00% | No change | 42 | $3K |
| McIlrath & Eck, LLC | 0.00% | No change | 40 | $3K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 38 | $3K |
| GoalVest Advisory LLC | 0.00% | New | 38 | $3K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 36 | $3K |
| Roxbury Financial LLC | 0.00% | Add +2.9% | 36 | $3K |
| Pillar Financial Advisors, LLC | 0.00% | No change | 35 | $3K |
| Provident Wealth Management, LLC | 0.00% | Add +3.0% | 34 | $2K |
| Register Financial Advisors LLC | 0.00% | New | 33 | $2K |
| Motco | 0.00% | No change | 29 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 31 | $2K |
| Fourth Dimension Wealth, LLC | 0.00% | Add +3.7% | 28 | $2K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 22 | $2K |
| Stephens Consulting, LLC | 0.00% | New | 19 | $1K |
| Wolff Wiese Magana LLC | 0.00% | No change | 15 | $1K |
| Camelot Portfolios, LLC | 0.00% | New | 8 | $571 |
| Front Row Advisors LLC | 0.00% | No change | 8 | $571 |
| Bfsg, LLC | 0.00% | No change | 4 | $308 |
| Manning & Napier Advisors LLC | 0.00% | No change | 4 | $293 |
| Private Wealth Management Group, LLC | 0.00% | Reduce -99.0% | 1 | $72 |
"% 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.