iShares MSCI Eafe Value ETFEFVETF
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 1,266 institutions reported holding iShares MSCI Eafe Value ETF (EFV) in their 13F filings, up 30 from Q4 2025. 100 opened new positions and 55 sold out. The largest holders were Envestnet Asset Management Inc. ($4.4B), LPL Financial LLC ($1.6B) and FMR LLC ($1.3B). 5 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 100 | $119.6M |
| Exits | 55 | $140.8M |
All 13F filers, Q4 2025 → Q1 2026: 28,757,294 shares bought and 24,502,462 shares sold, net +4,254,832 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,266 holders
| Envestnet Asset Management Inc. | 1.19% | Add +12.8% | 59,658,594 | $4.4B |
| LPL Financial LLC | 0.41% | Add +6.7% | 20,848,511 | $1.6B |
| FMR LLC | 0.07% | Reduce -0.3% | 16,987,705 | $1.3B |
| US Bancorp \de | 1.26% | Reduce -1.6% | 13,973,824 | $1.0B |
| JPMorgan Chase & Co. | 0.07% | Add +0.8% | 13,400,498 | $969.7M |
| Morgan Stanley | 0.05% | Reduce -0.1% | 11,968,016 | $889.8M |
| Bank of America Corp. | 0.06% | Add +7.7% | 10,342,735 | $769.0M |
| Jones Financial Companies LLLP | 0.26% | Add +9.9% | 7,441,607 | $536.1M |
| Ameriprise Financial Inc. | 0.12% | Add +35.4% | 6,885,302 | $511.9M |
| Park Avenue Securities LLC | 3.41% | Reduce -0.8% | 5,862,784 | $435.9M |
| Auto-Owners Insurance Co | 7.14% | No change | 4,588,000 | $341.1M |
| Envestnet Portfolio Solutions, Inc. | 1.75% | Reduce -42.7% | 4,243,307 | $315.5M |
| MML Investors Services, LLC | 0.81% | Reduce -12.1% | 3,937,150 | $292.7M |
| Cetera Investment Advisers | 0.31% | Add +0.5% | 3,915,091 | $291.1M |
| Alliancebernstein L.P. | 0.09% | Reduce -15.0% | 3,823,550 | $273.0M |
| Dynasty Wealth Management, LLC | 2.28% | Add +298.6% | 3,522,247 | $261.9M |
| UBS Group AG | 0.04% | Add +9.8% | 3,235,923 | $240.6M |
| PNC Financial Services Group, Inc. | 0.13% | Add +2.9% | 3,044,443 | $226.4M |
| Cwm, LLC | 0.59% | Reduce -44.9% | 3,030,442 | $225.3M |
| RiverFront Investment Group, LLC | 3.22% | Add +9.4% | 2,802,917 | $208.4M |
| Baird Financial Group, Inc. | 0.32% | Add +1.5% | 2,716,112 | $201.9M |
| Royal Bank of Canada | 0.04% | Reduce -13.5% | 2,699,497 | $200.7M |
| Janney Montgomery Scott LLC | 0.50% | Reduce -0.1% | 2,699,024 | $200.7M |
| Wells Fargo & Company | 0.04% | Reduce -3.1% | 2,525,627 | $187.8M |
| Bank of New York Mellon Corp | 0.03% | Add +3.6% | 2,481,489 | $184.5M |
| NewEdge Advisors, LLC | 0.66% | Add +20.0% | 2,443,575 | $181.7M |
| Hamilton Capital, LLC | 9.23% | Reduce -28.2% | 2,396,415 | $178.2M |
| Truist Financial Corp. | 0.24% | Add +56.3% | 2,392,672 | $177.9M |
| Merit Financial Group, LLC | 1.31% | Add +4.3% | 2,370,127 | $176.2M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.65% | — | 2,259,093 | $168.0M |
| BlackRock, Inc. | 0.00% | Reduce -47.5% | 2,246,847 | $167.1M |
| Raymond James Financial Inc. | 0.05% | Reduce -9.5% | 2,203,124 | $163.8M |
| Signature Estate & Investment Advisors LLC | 3.28% | Add +65.9% | 2,175,844 | $161.8M |
| Composition Wealth, LLC | 2.11% | Add +8.8% | 2,067,115 | $153.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.60% | Add +4.2% | 2,009,214 | $149.4M |
| Foundations Investment Advisors, LLC | 1.81% | Add +8.5% | 1,959,652 | $145.7M |
| OneDigital Investment Advisors LLC | 1.40% | Add +1.2% | 1,921,972 | $142.9M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Reduce -11.8% | 1,779,015 | $132.3M |
| Sanctuary Advisors, LLC | 0.71% | Add +1.4% | 1,760,693 | $130.9M |
| Sagespring Wealth Partners, LLC | 2.23% | Add +71.1% | 1,646,319 | $122.4M |
| JB Capital LLC | 4.83% | Reduce -3.2% | 1,609,766 | $119.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +45.2% | 1,548,880 | $115.2M |
| OpenArc Corporate Advisory, LLC | 1.57% | Add +3719.5% | 1,479,002 | $110.0M |
| Commonwealth Equity Services, LLC | 0.15% | Reduce -20.0% | 1,477,400 | $109.8M |
| Focus Partners Wealth | 0.12% | Reduce -3.0% | 1,458,273 | $108.6M |
| Modera Wealth Management, LLC | 1.19% | Reduce -10.7% | 1,335,086 | $99.3M |
| Alesco Advisors, LLC, An ESL Co | 2.46% | Reduce -3.3% | 1,297,475 | $96.5M |
| Stifel Financial Corp. | 0.09% | Add +2.5% | 1,277,140 | $95.0M |
| M&T Bank Corp | 0.31% | Reduce -2.6% | 1,254,267 | $93.3M |
| Osaic Holdings, Inc. | 0.13% | Add +7.9% | 1,237,051 | $92.0M |
| Savant Capital, LLC | 0.43% | Reduce -5.4% | 1,203,411 | $89.5M |
| United Capital Financial Advisors, LLC | 0.52% | Reduce -3.1% | 1,137,189 | $84.4M |
| Aspiriant, LLC | 2.27% | Reduce -2.0% | 1,069,553 | $79.5M |
| Cerity Partners LLC | 0.11% | Add +592.3% | 1,042,366 | $77.5M |
| Natixis Advisors, LLC | 0.10% | Add +29.1% | 1,013,917 | $75.4M |
| Caisse de depot et placement du Quebec | 0.12% | Reduce -9.9% | 965,769 | $71.8M |
| Beacon Pointe Advisors, LLC | 0.38% | Add +66.7% | 965,472 | $71.8M |
| Sofi Wealth, LLC | 3.43% | Reduce -12.1% | 956,754 | $71.1M |
| AE Wealth Management LLC | 0.37% | Reduce -11.5% | 929,760 | $69.1M |
| Financial Synergies Wealth Advisors, Inc. | 6.38% | Reduce -2.2% | 899,157 | $66.9M |
| Thrivent Financial for Lutherans | 0.13% | Reduce -19.7% | 897,493 | $66.3M |
| Mariner, LLC | 0.08% | Add +2.5% | 888,630 | $66.1M |
| Pathstone Holdings, LLC | 0.26% | Reduce -1.5% | 869,450 | $64.6M |
| Hackensack Meridian Health, Inc. | 5.98% | Reduce -4.7% | 853,000 | $63.4M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Add +2.2% | 817,002 | $60.7M |
| Angeles Investment Advisors, LLC | 3.78% | Reduce -4.9% | 756,850 | $56.3M |
| Brave Asset Management Inc. | 13.03% | Add +2.0% | 737,659 | $54.8M |
| Cary Street Partners Financial LLC | 1.31% | Add +5.9% | 731,227 | $53.0M |
| Atria Investments, Inc | 0.58% | Reduce -1.8% | 695,201 | $51.7M |
| Icon Wealth Advisors, LLC | 3.13% | Add +2.6% | 636,575 | $48.2M |
| First American Trust, FSB | 2.94% | Reduce -18.5% | 587,855 | $43.7M |
| Prosperity Consulting Group, LLC | 1.92% | Add +2.0% | 579,503 | $43.1M |
| Mercer Global Advisors Inc. | 0.06% | Add +76.5% | 564,162 | $41.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +7.2% | 552,353 | $41.1M |
| Prudential Financial Inc. | 0.05% | Reduce -4.8% | 530,638 | $39.5M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -2.8% | 529,666 | $39.4M |
| Kestra Advisory Services, LLC | 0.15% | Add +11.3% | 529,018 | $39.3M |
| HighTower Advisors, LLC | 0.04% | Add +7.8% | 524,454 | $39.0M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +49.5% | 517,474 | $38.8M |
| Waller Financial Planning Group, Inc. | 8.39% | Add +9.0% | 511,303 | $38.0M |
| Fifth Third Bancorp | 0.07% | Add +77.4% | 505,687 | $37.6M |
| Waverly Advisors, LLC | 0.28% | Add +1.0% | 505,340 | $37.6M |
| UMB Bank, n.a. | 0.52% | Reduce -5.0% | 504,891 | $37.5M |
| Octavia Wealth Advisors, LLC | 3.59% | Reduce -6.9% | 504,780 | $37.5M |
| EP Wealth Advisors, LLC | 0.18% | Reduce -3.8% | 492,654 | $36.6M |
| Integrity Alliance, Llc. | 1.39% | Reduce -6.0% | 490,491 | $36.5M |
| Farther Finance Advisors, LLC | 0.34% | Reduce -19.2% | 480,438 | $36.2M |
| Captrust Financial Advisors | 0.06% | Add +1.3% | 474,030 | $35.2M |
| Franklin Resources Inc. | 0.01% | Add +2.1% | 473,879 | $35.2M |
| Pacific Life Fund Advisors LLC | 3.93% | Reduce -28.2% | 460,558 | $34.2M |
| Elgethun Capital Management | 5.63% | Add +0.5% | 457,396 | $34.0M |
| Mgo One Seven LLC | 0.67% | Add +24.9% | 449,782 | $33.4M |
| Marks Group Wealth Management, Inc | 3.20% | Add +27.8% | 446,464 | $33.2M |
| Ascent Group, LLC | 1.15% | Add +2.1% | 446,290 | $33.2M |
| IHT Wealth Management, LLC | 0.77% | Reduce -4.0% | 445,408 | $33.1M |
| Bank of Montreal | 0.01% | Add +9.6% | 432,834 | $32.2M |
| Affinity Capital Advisors, LLC | 4.42% | Add +2.2% | 424,349 | $31.6M |
| Susquehanna International Group, LLP | 0.04% | Add +817.3% | 423,812 | $31.5M |
| Townsend & Associates, Inc | 2.64% | Reduce -22.4% | 398,130 | $30.6M |
| Lido Advisors, LLC | 0.11% | Reduce -1.2% | 385,060 | $28.6M |
| Stone House Investment Management, LLC | 5.11% | Reduce -1.6% | 383,650 | $28.5M |
| Focus Partners Advisor Solutions, LLC | 0.29% | Reduce -6.0% | 383,014 | $28.5M |
| Allspring Global Investments Holdings, LLC | 0.05% | Reduce -9.9% | 379,340 | $28.2M |
| Exencial Wealth Advisors, LLC | 0.86% | Reduce -1.5% | 371,785 | $27.6M |
| TD Private Client Wealth LLC | 0.56% | Add +268.7% | 364,701 | $27.1M |
| Orion Porfolio Solutions, LLC | 0.23% | Reduce -6.6% | 355,107 | $26.4M |
| Bokf, NA | 0.40% | Add +5.0% | 348,591 | $25.9M |
| Eq LLC | 7.28% | Add +5.3% | 347,480 | $25.8M |
| One Capital Management, LLC | 0.70% | Add +1709.9% | 345,574 | $25.7M |
| Sharkey, Howes & Javer | 3.39% | Reduce -18.9% | 338,521 | $25.2M |
| Perigon Wealth Management, LLC | 0.45% | Reduce -4.5% | 332,334 | $24.7M |
| Cardinal Strategic Wealth Guidance | 6.44% | Reduce -0.4% | 328,617 | $24.4M |
| SteelPeak Wealth, LLC | 0.76% | Reduce -10.1% | 327,574 | $24.4M |
| Concurrent Investment Advisors, LLC | 0.26% | Add +130.0% | 322,068 | $23.9M |
| Bruce G. Allen Investments, LLC | 15.50% | Reduce -1.9% | 318,695 | $23.7M |
| Citadel Advisors | 0.02% | Add +221.8% | 318,406 | $23.7M |
| Arete Wealth Advisors, LLC | 1.76% | Reduce -4.3% | 315,844 | $23.5M |
| Shakespeare Wealth Management, LLC | 5.48% | Reduce -2.6% | 311,343 | $23.1M |
| AQR Capital Management | 0.01% | Add +2.3% | 310,963 | $23.1M |
| Kestra Private Wealth Services, LLC | 0.28% | Add +3.1% | 309,221 | $23.0M |
| Strategic Blueprint, LLC | 1.33% | Reduce -5.8% | 306,738 | $22.8M |
| &partners | 0.11% | Add +3.7% | 306,706 | $22.8M |
| World Investment Advisors | 0.36% | Reduce -5.6% | 298,813 | $22.2M |
| PAX Financial Group, LLC | 3.63% | Add +3.7% | 286,610 | $21.3M |
| Integrated Wealth Concepts LLC | 0.17% | Reduce -2.4% | 285,911 | $21.3M |
| 1607 Capital Partners, LLC | 1.49% | New | 279,000 | $20.7M |
| Valence8 US LP | 7.22% | Reduce -22.7% | 277,964 | $20.7M |
| Ashton Thomas Private Wealth, LLC | 0.48% | Reduce -1.8% | 271,794 | $20.2M |
| Verdence Capital Advisors LLC | 1.17% | Add +7.8% | 268,679 | $20.0M |
| West Wealth Group, LLC | 3.87% | Reduce -42.5% | 263,080 | $19.6M |
| Plancorp, LLC | 0.55% | Reduce -1.2% | 250,953 | $19.5M |
| FAS Wealth Partners, Inc. | 1.21% | Reduce -3.1% | 261,321 | $19.4M |
| Integrated Capital Management, Inc. | 12.87% | Reduce -7.8% | 260,346 | $19.4M |
| Johnson Investment Counsel Inc. | 0.16% | Add +5.2% | 259,551 | $19.3M |
| Trek Financial, LLC | 1.02% | Add +6.6% | 258,483 | $19.2M |
| MA Private Wealth | 3.24% | Reduce -35.4% | 257,409 | $19.1M |
| Wealth Alliance, LLC | 1.88% | Reduce -3.6% | 256,430 | $19.1M |
| MLG Wealth Management DBA Pine Grove Financial Group | 2.19% | Add +1.3% | 253,216 | $18.8M |
| Private Advisor Group, LLC | 0.09% | Reduce -14.8% | 252,134 | $18.7M |
| Ball & Co Wealth Management Inc. | 15.58% | Add +70.8% | 250,449 | $18.6M |
| Keystone Financial Services | 5.40% | Reduce -16.1% | 247,590 | $18.4M |
| Checchi Capital Advisers, LLC | 1.22% | Reduce -11.8% | 239,807 | $17.8M |
| Greenleaf Trust | 0.17% | Reduce -2.6% | 239,563 | $17.8M |
| Summit Trail Advisors, LLC | 0.25% | Add +0.0% | 238,147 | $17.7M |
| Meridian Wealth Partners, LLC | 2.41% | Add +2.2% | 236,180 | $17.6M |
| Accredited Investors Inc. | 0.94% | Reduce -1.5% | 234,801 | $17.5M |
| Financial Life Advisors | 5.44% | Reduce -1.2% | 234,711 | $17.5M |
| Keebeck Wealth Management | 1.95% | Reduce -2.4% | 233,006 | $17.3M |
| Creative Planning | 0.01% | Add +5.2% | 229,247 | $17.0M |
| Hemming& Wealth Management, Inc. | 11.86% | Reduce -1.4% | 228,561 | $17.0M |
| Wakefield Asset Management LLLP | 4.50% | Reduce -1.7% | 228,241 | $17.0M |
| Robertson Stephens Wealth Management, LLC | 0.48% | Reduce -4.3% | 228,105 | $17.0M |
| Associated Banc-Corp | 0.45% | Add +2.5% | 227,474 | $16.9M |
| Larson Financial Group LLC | 0.54% | Reduce -21.6% | 225,781 | $16.8M |
| Corient Private Wealth LP | 0.02% | Add +2.2% | 223,792 | $16.5M |
| Horst & Graben Wealth Management LLC | 2.25% | Reduce -37.0% | 214,929 | $16.4M |
| HighMark Wealth Management LLC | 6.67% | Reduce -1.2% | 220,341 | $16.4M |
| Elevated Financial Group LLC | 5.29% | Add +5.1% | 214,510 | $15.9M |
| Moneta Group Investment Advisors LLC | 0.12% | Add +7.9% | 213,989 | $15.9M |
| Blair William & Co. | 0.05% | Add +19.3% | 213,629 | $15.9M |
| Diversify Wealth Management, LLC | 0.28% | Add +48.8% | 208,157 | $15.8M |
| Citigroup Inc. | 0.01% | Add +19.9% | 210,806 | $15.7M |
| Potomac Fund Management Inc. | 0.53% | New | 206,400 | $15.3M |
| CreativeOne Wealth, LLC | 0.36% | Reduce -52.2% | 206,293 | $15.3M |
| Fiducient Advisors LLC | 2.00% | Reduce -13.7% | 206,244 | $15.3M |
| Lineweaver Wealth Advisors, LLC | 2.04% | Reduce -0.5% | 203,486 | $15.1M |
| Regal Investment Advisors LLC | 0.87% | Add +3.2% | 203,162 | $15.1M |
| Lloyd Advisory Services, LLC. | 4.29% | Add +2554.6% | 201,774 | $15.0M |
| Kingdom Financial Group LLC. | 4.29% | Reduce -2.9% | 201,774 | $15.0M |
| Sequoia Financial Advisors, LLC | 0.08% | Reduce -2.8% | 200,405 | $14.9M |
| Gateway Wealth Partners, LLC | 0.58% | Add +191.8% | 199,828 | $14.9M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -5.7% | 199,086 | $14.8M |
| Cypress Wealth Services, LLC | 2.09% | Reduce -18.4% | 199,039 | $14.8M |
| Watershed Private Wealth LLC | 4.61% | Add +9.9% | 199,035 | $14.8M |
| Stonebrook Private Inc. | 3.13% | Reduce -29.0% | 197,745 | $14.7M |
| Swmg, LLC | 4.18% | Reduce -0.1% | 196,969 | $14.6M |
| Brookstone Capital Management | 0.17% | Add +5.4% | 196,608 | $14.6M |
| Apeiron RIA LLC | 3.33% | Reduce -3.2% | 193,487 | $14.4M |
| Aptus Capital Advisors, LLC | 0.12% | Reduce -0.3% | 193,108 | $14.4M |
| One Wealth Advisors, LLC | 1.78% | Reduce -33.2% | 191,970 | $14.3M |
| Ancora Advisors LLC | 0.30% | Add +9.2% | 191,831 | $14.3M |
| Apollon Wealth Management, LLC | 0.23% | Add +2.4% | 191,713 | $14.3M |
| Legacy Financial Group LLC | 1.78% | Reduce -0.2% | 190,167 | $14.1M |
| Rothschild Wealth LLC | 1.27% | Add +7.4% | 189,695 | $14.1M |
| Pinnacle Wealth Planning Services, Inc. | 1.45% | Add +7.2% | 188,993 | $14.1M |
| CFS Investment Advisory Services, LLC | 0.97% | Reduce -35.5% | 178,665 | $14.0M |
| Baker Avenue Asset Management, LP | 0.32% | Add +0.2% | 187,837 | $14.0M |
| CSM Advisors, LLC | 0.34% | Add +3.6% | 187,565 | $13.9M |
| Modern Wealth Management, LLC | 0.24% | Add +40.4% | 185,208 | $13.9M |
| Integrated Capital Management, LLC | 5.81% | Add +2.3% | 185,312 | $13.8M |
| L2 Asset Management, LLC | 1.31% | Add +12.8% | 184,749 | $13.7M |
| Advisory Services Network, LLC | 0.18% | Add +7.3% | 183,047 | $13.6M |
| Quent Capital, LLC | 0.95% | Reduce -5.4% | 179,578 | $13.4M |
| Able Wealth Management LLC | 3.56% | Add +4.7% | 179,248 | $13.3M |
| Kilter Group LLC | 5.72% | Add +1.7% | 178,150 | $13.2M |
| Blue Trust, Inc. | 0.15% | Reduce -6.7% | 176,447 | $13.1M |
| Sax Wealth Advisors, LLC | 0.63% | No change | 180,907 | $12.9M |
| Triad Wealth Partners, LLC | 1.01% | Reduce -22.3% | 171,308 | $12.7M |
| Guardian Wealth Advisors, LLC / NC | 0.81% | Reduce -0.4% | 171,167 | $12.7M |
| Van Hulzen Asset Management, LLC | 0.94% | Reduce -0.3% | 169,026 | $12.6M |
| Capital Analysts, LLC | 0.33% | Add +40.1% | 166,701 | $12.4M |
| Simplicity Wealth,LLC | 0.70% | Add +3.8% | 165,599 | $12.3M |
| Liberty Wealth Management LLC | 1.52% | Add +20.7% | 162,787 | $12.1M |
| RTD Financial Advisors, Inc. | 1.47% | Reduce -4.3% | 161,152 | $12.0M |
| LifeWealth Investments, LLC | 3.57% | Add +11.7% | 160,908 | $12.0M |
| Maia Wealth LLC | 2.00% | Reduce -12.9% | 158,685 | $11.8M |
| Arkadios Wealth Advisors | 0.19% | Add +41.4% | 157,669 | $11.7M |
| Fifth Third Wealth Advisors LLC | 0.39% | Add +28.8% | 156,524 | $11.6M |
| Bay Harbor Wealth Management, LLC | 3.01% | Reduce -2.1% | 155,926 | $11.6M |
| Farmers & Merchants Trust Co of Chambersburg PA | 3.10% | Add +6.4% | 153,190 | $11.4M |
| Physician Wealth Advisors, Inc. | 1.58% | Reduce -43.3% | 152,689 | $11.4M |
| Sovran Advisors, LLC | 0.89% | Add +0.3% | 145,900 | $11.3M |
| BIP Wealth, LLC | 0.46% | Reduce -4.3% | 151,649 | $11.3M |
| Unique Wealth, LLC | 1.55% | Add +21.9% | 150,468 | $11.2M |
| Shum Financial Group, Inc. | 7.89% | Add +1.9% | 150,162 | $11.2M |
| Advyzon Investment Management, LLC | 0.99% | Add +52.7% | 148,219 | $11.0M |
| Client 1ST Advisory Group, LLC | 3.35% | Add +12.9% | 148,063 | $11.0M |
| Voya Investment Management LLC | 0.01% | Add +70.1% | 147,177 | $10.9M |
| Invst, LLC | 1.23% | Reduce -9.9% | 146,107 | $10.9M |
| Snowden Capital Advisors LLC | 0.29% | Reduce -12.9% | 146,008 | $10.9M |
| BOK Financial Private Wealth, Inc. | 0.65% | Add +0.3% | 143,712 | $10.7M |
| WealthShield Partners, LLC | 1.19% | Reduce -13.1% | 143,410 | $10.7M |
| McLean Asset Management Corp | 1.82% | Reduce -1.5% | 139,822 | $10.4M |
| Allworth Financial LP | 0.04% | Reduce -0.3% | 137,801 | $10.2M |
| Howard Bailey Securities, LLC | 4.16% | Reduce -5.2% | 135,999 | $10.1M |
| N.E.W. Advisory Services LLC | 0.75% | Reduce -2.9% | 135,365 | $10.1M |
| Staley Capital Advisers Inc. | 0.42% | Add +0.5% | 134,908 | $10.0M |
| Northern Trust Corp. | 0.00% | Add +3.7% | 134,031 | $10.0M |
| Select Asset Management & Trust | 3.10% | New | 133,579 | $9.9M |
| Jane Street Group, LLC | 0.01% | New | 131,740 | $9.8M |
| Prospera Financial Services Inc | 0.16% | Reduce -11.0% | 129,712 | $9.6M |
| Creative Financial Designs Inc. | 0.59% | Reduce -3.3% | 129,589 | $9.6M |
| ONE Advisory Partners, LLC | 2.91% | Reduce -37.7% | 126,810 | $9.4M |
| CoreCap Advisors, LLC | 0.32% | Add +2.3% | 126,343 | $9.4M |
| Elevation Point Wealth Partners, LLC | 0.22% | Add +121.9% | 126,124 | $9.4M |
| Assetmark, Inc. | 0.02% | Reduce -85.0% | 124,520 | $9.3M |
| Apella Capital, LLC | 0.14% | Reduce -4.0% | 117,263 | $9.2M |
| TSA Wealth Managment LLC | 2.98% | Reduce -28.6% | 123,893 | $9.2M |
| WCG Wealth Advisors LLC | 0.26% | Reduce -11.5% | 123,242 | $9.2M |
| Johnson Financial Group, Inc. | 0.33% | Reduce -5.6% | 123,115 | $9.2M |
| Choreo, LLC | 0.11% | Reduce -1.7% | 122,080 | $9.1M |
| VestGen Advisors, LLC | 0.25% | Add +6.2% | 114,794 | $9.0M |
| Spire Wealth Management | 0.30% | Reduce -3.1% | 119,881 | $8.9M |
| Lansing Street Advisors | 2.24% | Add +11.3% | 119,540 | $8.9M |
| Wealthcare Advisory Partners LLC | 0.17% | Reduce -14.4% | 118,845 | $8.8M |
| Quadrant Private Wealth Management, LLC | 1.35% | Add +11.8% | 116,996 | $8.7M |
| Callan Family Office, LLC | 0.20% | Reduce -1.1% | 116,677 | $8.7M |
| Glenmede Trust Co. NA | 0.04% | Add +0.9% | 115,836 | $8.6M |
| North Star Investment Management Corp. | 0.52% | Add +2.0% | 115,719 | $8.6M |
| Kelly Financial Services LLC | 2.06% | Reduce -42.0% | 115,336 | $8.5M |
| Brady Martz Wealth Solutions, LLC | 1.45% | Reduce -0.1% | 114,673 | $8.5M |
| LiftPoint Family Wealth Advisors LLC | 7.01% | Reduce -0.5% | 113,822 | $8.5M |
| Capital Advantage, Inc. | 1.10% | Reduce -0.6% | 113,218 | $8.4M |
| Gilbert Capital Group, Inc. | 6.49% | Add +46.4% | 113,003 | $8.4M |
| Centerline Wealth Advisors, LLC | 3.02% | Add +56.5% | 112,952 | $8.4M |
| 1ST Source Bank | 0.43% | Reduce -2.2% | 111,787 | $8.3M |
| Twin Peaks Wealth Advisors, LLC | 2.07% | Add +8.6% | 110,709 | $8.2M |
| Independent Financial Group, LLC | 0.18% | Reduce -34.9% | 109,486 | $8.1M |
| Focus Financial Network, Inc. | 0.29% | Reduce -38.3% | 108,927 | $8.1M |
| Courier Capital LLC | 0.45% | Add +3.6% | 108,909 | $8.1M |
| SigFig Wealth Management, LLC | 0.24% | Reduce -8.1% | 108,676 | $8.1M |
| Kathmere Capital Management, LLC | 0.49% | Add +0.5% | 106,903 | $7.9M |
| Resolute Wealth Advisor, Inc. | 4.52% | — | 106,795 | $7.9M |
| Forthright Family Wealth Advisory LLC | 5.24% | Reduce -2.9% | 143,571 | $7.8M |
| True Vision MN LLC | 4.02% | Add +5.0% | 104,946 | $7.8M |
| Advus Financial Partners, LLC | 1.94% | Add +2.5% | 104,074 | $7.7M |
| TD Waterhouse Canada Inc. | 0.02% | Add +68.7% | 101,434 | $7.6M |
| Atlas Capital Advisors Inc. | 0.87% | Add +1.5% | 102,270 | $7.6M |
| Seneca Financial Advisors LLC | 2.22% | Reduce -1.7% | 101,761 | $7.6M |
| Dorsey & Whitney Trust CO LLC | 0.41% | Add +3.3% | 101,000 | $7.5M |
| Pinnacle Financial Partners, Inc. | 0.06% | Add +5.1% | 100,149 | $7.4M |
| Core Wealth Advisors, LLC | 5.72% | Add +0.6% | 100,138 | $7.4M |
| Beacon Bridge Wealth Partners, LLC | 2.46% | Add +0.7% | 98,961 | $7.4M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +0.8% | 98,780 | $7.3M |
| Independent Advisor Alliance | 0.08% | Add +1688.4% | 98,773 | $7.3M |
| Landing Point Financial Group, LLC | 3.56% | Add +7.3% | 98,661 | $7.3M |
| NorthRock Partners, LLC | 0.12% | Add +0.5% | 97,378 | $7.2M |
| Montecito Bank & Trust | 1.18% | Add +2.7% | 96,568 | $7.2M |
| Avantax Planning Partners, Inc. | 0.20% | Add +0.2% | 96,298 | $7.2M |
| Gotham Asset Management | 0.02% | No change | 96,240 | $7.2M |
| Sterling Capital Management LLC | 0.14% | Reduce -5.6% | 96,156 | $7.1M |
| Mosley Wealth Management | 3.22% | Add +0.5% | 104,944 | $7.1M |
| Endeavor Private Wealth, Inc. | 2.00% | Reduce -3.7% | 93,723 | $7.0M |
| Polaris Investment Advisors, LLC | 5.06% | Add +2.0% | 93,379 | $6.9M |
| M1 Capital Management LLC | 3.18% | Reduce -29.6% | 92,715 | $6.9M |
| Stage Harbor Financial, LLC | 4.57% | Reduce -0.2% | 92,637 | $6.9M |
| Principal Securities, Inc. | 0.10% | Reduce -38.3% | 91,247 | $6.8M |
| One Wealth Capital Management, LLC | 2.93% | Reduce -4.4% | 87,487 | $6.7M |
| Lantz Financial LLC | 1.38% | Add +2.4% | 89,694 | $6.7M |
| Shared Vision Wealth Group LLC | 2.69% | Reduce -4.4% | 88,812 | $6.6M |
| Lifelong Wealth Advisors, Inc. | 1.74% | Reduce -1.2% | 87,915 | $6.5M |
| Clifford Group, LLC | 4.92% | Add +1.1% | 85,924 | $6.4M |
| McNaughton Wealth Management, LLC | 2.63% | Add +64.5% | 85,635 | $6.4M |
| Noble Family Wealth, LLC | 1.31% | Add +6.5% | 85,453 | $6.4M |
| Causey Wealth LLC | 2.69% | Reduce -2.7% | 85,239 | $6.3M |
| Kickstand Ventures, Llc. | 1.33% | Reduce -4.6% | 84,741 | $6.3M |
| Gen-Wealth Partners Inc | 1.97% | Reduce -26.8% | 84,122 | $6.3M |
| Csenge Advisory Group | 0.28% | Reduce -2.5% | 83,479 | $6.2M |
| Stock Yards Bank & Trust Co. | 0.19% | Add +31.5% | 82,046 | $6.1M |
| Storen Legacy Partners, LLC | 1.91% | New | 81,829 | $6.1M |
| Corepath Wealth Partners LLC | 4.06% | Add +1.0% | 77,557 | $6.0M |
| ShoreHaven Wealth Partners, LLC | 2.16% | Reduce -16.9% | 80,855 | $6.0M |
| Ashton Thomas Securities, LLC | 0.75% | New | 80,841 | $6.0M |
| Mayflower Financial Advisors, LLC | 0.73% | Reduce -33.2% | 80,296 | $6.0M |
| Fiduciary Trust Co | 0.07% | Reduce -0.1% | 79,662 | $5.9M |
| Clark Capital Management Group, Inc. | 0.04% | Add +23.4% | 79,479 | $5.9M |
| PFG Advisors | 0.29% | Add +1.6% | 78,784 | $5.9M |
| Robinswood Financial LLC | 1.84% | Reduce -2.5% | 78,716 | $5.9M |
| Cullen Capital Management, LLC | 0.06% | Reduce -63.9% | 78,655 | $5.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +350.3% | 78,449 | $5.8M |
| United Asset Strategies, Inc. | 0.46% | Reduce -0.1% | 77,957 | $5.8M |
| Rockland Trust Co. | 0.23% | Reduce -2.4% | 77,276 | $5.7M |
| Cornerstone Planning Group LLC | 0.76% | Add +26.9% | 74,083 | $5.7M |
| Geneos Wealth Management Inc. | 0.13% | Add +1.1% | 76,171 | $5.7M |
| Quantum Portfolio Management LLC | 2.47% | Add +11.5% | 76,126 | $5.7M |
| Koss-Olinger Consulting, LLC | 0.47% | Reduce -10.9% | 76,064 | $5.7M |
| Midwest Capital Advisors, LLC | 2.63% | Reduce -16.9% | 75,630 | $5.6M |
| Parkside Financial Bank & Trust | 0.43% | Reduce -5.5% | 75,600 | $5.6M |
| Mutual Advisors, LLC | 0.12% | Reduce -11.1% | 74,689 | $5.6M |
| 180 Wealth Advisors, LLC | 0.63% | Reduce -1.7% | 74,091 | $5.5M |
| Outlook Wealth Advisors, LLC | 1.33% | New | 73,688 | $5.5M |
| Elevate Wealth Advisory, Inc. | 3.43% | Reduce -3.2% | 73,150 | $5.4M |
| Spectrum Planning & Advisory Services Inc. | 2.66% | Reduce -32.2% | 72,321 | $5.4M |
| Riverwater Partners LLC | 1.79% | No change | 72,288 | $5.4M |
| Wealth Architects, LLC | 0.47% | Reduce -9.9% | 71,547 | $5.3M |
| Zhang Financial LLC | 0.18% | Add +1.8% | 71,515 | $5.3M |
| Symmetry Partners, LLC | 0.30% | Reduce -8.0% | 70,493 | $5.2M |
| Commerce Bank | 0.03% | Reduce -49.1% | 70,479 | $5.2M |
| IFP Advisors, Inc | 0.11% | Reduce -3.0% | 70,081 | $5.2M |
| New World Advisors LLC | 0.91% | Add +109.8% | 69,861 | $5.2M |
| U.S. Capital Wealth Advisors, LLC | 0.13% | Reduce -10.6% | 69,852 | $5.2M |
| Drive Wealth Management, LLC | 1.08% | Reduce -15.9% | 69,033 | $5.1M |
| Quantinno Capital Management LP | 0.01% | Add +64.9% | 67,983 | $5.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.28% | Add +47.6% | 66,912 | $5.0M |
| Cranbrook Wealth Management, LLC | 0.99% | Reduce -4.3% | 65,732 | $4.9M |
| Vestmark Advisory Solutions, Inc. | 0.05% | Add +1.1% | 65,714 | $4.9M |
| First Commonwealth Financial Corp | 0.77% | Add +62.4% | 65,439 | $4.9M |
| Arax Advisory Partners | 0.14% | Reduce -62.4% | 65,271 | $4.9M |
| Central Pacific Bank - Trust Division | 0.64% | Add +391.1% | 64,566 | $4.8M |
| Davis Wealth Advisors, LLC | 3.99% | Reduce -3.5% | 64,530 | $4.8M |
| Key Capital Management, INC | 3.17% | Add +80.9% | 64,518 | $4.8M |
| Cibc World Market Inc. | 0.01% | Add +8.7% | 64,447 | $4.8M |
| Firethorn Wealth Partners, LLC | 1.75% | Reduce -21.8% | 64,356 | $4.8M |
| Cahill Financial Advisors Inc. | 0.52% | Reduce -8.5% | 64,216 | $4.8M |
| Hobbs Wealth Management, LLC | 4.70% | Reduce -43.3% | 63,884 | $4.7M |
| Retirement Wealth Solutions LLC | 2.98% | Add +1.4% | 63,473 | $4.7M |
| IF Advisors, LLC | 3.32% | Add +0.9% | 63,138 | $4.7M |
| Integrity Advisory Solutions, LLC | 0.62% | Add +4.2% | 63,133 | $4.7M |
| Harbor Group, Inc. | 0.68% | Reduce -6.5% | 63,013 | $4.7M |
| Yukon Wealth Management, Inc. | 2.79% | Add +0.2% | 62,922 | $4.7M |
| Net Worth Advisory Group | 0.97% | Reduce -0.5% | 62,901 | $4.7M |
| Disciplined Investments, LLC | 1.67% | No change | 62,462 | $4.6M |
| Northwest Wealth Management, LLC | 0.70% | Reduce -4.8% | 62,302 | $4.6M |
| Telos Capital Management, Inc. | 0.44% | Add +3.2% | 61,682 | $4.6M |
| Old Mission Capital LLC | 0.11% | New | 61,664 | $4.6M |
| Daviman Financial, LLC | 2.70% | Reduce -37.8% | 61,476 | $4.6M |
| Narus Financial Partners, LLC | 1.20% | Add +0.4% | 61,447 | $4.6M |
| Efficient Advisors, LLC | 0.32% | Reduce -9.7% | 61,256 | $4.6M |
| NewEdge Wealth, LLC | 0.05% | Add +35.4% | 61,218 | $4.6M |
| Cary Street Partners Investment Advisory LLC | 1.16% | Add +16.2% | 61,091 | $4.5M |
| Market Street Wealth Management Advisors LLC | 0.71% | Reduce -0.8% | 60,777 | $4.5M |
| D.A. Davidson & Co. | 0.03% | Add +352.4% | 60,013 | $4.5M |
| Squarepoint Ops LLC | 0.01% | Add +1585.2% | 59,452 | $4.4M |
| Key Financial Inc | 0.78% | Add +27.7% | 58,574 | $4.4M |
| Portfolio Resources Advisor Group, Inc. | 4.30% | Add +1.1% | 58,242 | $4.3M |
| Verus Capital Partners, LLC | 0.29% | Reduce -15.1% | 56,496 | $4.2M |
| Collective Family Office LLC | 0.95% | Reduce -15.5% | 56,478 | $4.2M |
| Meramec Financial Planners, LLC | 1.66% | Reduce -3.8% | 53,313 | $4.2M |
| 5T Wealth, LLC | 1.65% | Reduce -27.4% | 56,137 | $4.2M |
| FFG Retirement Advisors LLC | 2.42% | Reduce -8.1% | 55,887 | $4.2M |
| Kovack Advisors, Inc. | 0.22% | Add +96.9% | 55,076 | $4.1M |
| Smartleaf Asset Management LLC | 0.15% | Reduce -2.8% | 56,838 | $4.1M |
| Hoxton Planning & Management, LLC | 1.21% | Add +3.6% | 54,413 | $4.0M |
| First Foundation Advisors | 0.16% | Add +5.7% | 54,364 | $4.0M |
| W Advisors, LLC | 2.05% | Add +1.7% | 53,815 | $4.0M |
| Ade, LLC | 1.92% | Reduce -0.2% | 53,763 | $4.0M |
| Centurion Wealth Management LLC | 0.90% | Reduce -0.1% | 53,572 | $4.0M |
| Mma Asset Management LLC | 1.40% | Reduce -11.4% | 53,505 | $4.0M |
| Lanark Financial, Inc. | 0.30% | Add +5.3% | 53,042 | $3.9M |
| Foundation Wealth Management, LLC | 2.65% | Reduce -2.7% | 52,753 | $3.9M |
| Absolute Capital Management, LLC | 1.30% | Add +38.2% | 52,729 | $3.9M |
| Rwa Wealth Partners, LLC | 0.04% | Reduce -12.0% | 52,499 | $3.9M |
| Vise Technologies, Inc. | 0.08% | No change | 54,014 | $3.9M |
| Hopwood Nicholas Hunter | 1.22% | Reduce -12.0% | 51,749 | $3.8M |
| Tiaa Trust, National Association | 0.23% | Reduce -97.8% | 51,199 | $3.8M |
| EverSource Wealth Advisors, LLC | 0.11% | Add +0.9% | 50,580 | $3.8M |
| Vance Wealth, LLC | 1.09% | Reduce -3.9% | 50,566 | $3.8M |
| Beam Wealth Advisors, Inc. | 0.93% | Add +11.6% | 50,488 | $3.8M |
| Security Financial Services, INC. | 0.59% | Reduce -66.8% | 50,411 | $3.7M |
| Dynamic Wealth Strategies, LLC | 2.16% | Add +2.2% | 50,247 | $3.7M |
| Whittier Trust Co. | 0.04% | No change | 48,893 | $3.7M |
| Sage Financial Group Inc. | 0.24% | Add +1.9% | 48,846 | $3.6M |
| Droms Strauss Advisors Inc. /Mo/ | 0.95% | Reduce -1.5% | 48,749 | $3.6M |
| Gilliland Jeter Wealth Management LLC | 1.07% | Add +609.9% | 48,667 | $3.6M |
| AMG National Trust Bank | 0.08% | Reduce -5.4% | 48,658 | $3.6M |
| Brookwood Investment Group LLC | 0.46% | Add +5.3% | 48,615 | $3.6M |
| Summit Financial, LLC | 0.05% | Add +607.5% | 48,119 | $3.6M |
| Braun-Bostich & Associates Inc. | 2.23% | Reduce -33.0% | 47,806 | $3.6M |
| Brown Advisory Inc. | 0.01% | Reduce -4.1% | 47,785 | $3.6M |
| Curtis Wealth Management LLC | 3.31% | Reduce -40.4% | 47,456 | $3.5M |
| Bradley Foster & Sargent Inc. | 0.05% | Reduce -15.0% | 47,436 | $3.5M |
| Pettinga Financial Advisors LLC | 0.66% | Reduce -71.0% | 46,969 | $3.5M |
| Warner Financial, Inc. | 1.20% | Add +1.6% | 46,939 | $3.5M |
| Scissortail Wealth Management, LLC | 0.70% | Reduce -51.4% | 46,762 | $3.5M |
| B. Riley Wealth Advisors, Inc. | 0.22% | Reduce -6.3% | 47,797 | $3.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.20% | Reduce -17.2% | 46,390 | $3.4M |
| Mill Creek Capital Advisors, LLC | 0.07% | No change | 46,315 | $3.4M |
| Salus Financial Advisors, LLC | 1.99% | Reduce -1.2% | 45,921 | $3.4M |
| OneAscent Family Office, LLC | 2.38% | No change | 45,898 | $3.4M |
| Blalock Williams, LLC | 2.61% | Add +6.4% | 45,337 | $3.4M |
| LifePlan Investment Advisors, Inc. | 1.32% | Reduce -9.7% | 45,044 | $3.3M |
| Principal Financial Group Inc. | 0.00% | Reduce -57.9% | 44,846 | $3.3M |
| Patten Group, Inc. | 0.57% | Add +4.8% | 44,176 | $3.3M |
| Ironwood Investment Counsel, LLC | 0.46% | Add +0.6% | 40,708 | $3.2M |
| Commonwealth Retirement Investments LLC | 0.98% | Add +6.5% | 42,662 | $3.2M |
| Ifrah Financial Services, Inc. | 0.84% | Reduce -2.1% | 42,492 | $3.2M |
| BlackDiamond Wealth Management, LLC | 1.52% | Reduce -1.4% | 42,379 | $3.2M |
| SWP Financial LLC | 1.58% | Add +91.3% | 41,734 | $3.1M |
| Clear Creek Financial Management, LLC | 0.23% | Add +10.1% | 41,148 | $3.1M |
| Avidian Wealth Enterprises, LLC | 0.10% | Reduce -25.3% | 41,140 | $3.1M |
| HSBC Holdings PLC | 0.00% | Add +5.8% | 41,039 | $3.1M |
| Sterling Wealth Management, Inc. | 0.84% | Reduce -0.4% | 40,917 | $3.0M |
| Wealth Quarterback LLC | 1.20% | Reduce -11.7% | 40,869 | $3.0M |
| SCS Capital Management LLC | 0.03% | Add +0.5% | 40,818 | $3.0M |
| SkyView Investment Advisors, LLC | 0.41% | Add +1.4% | 40,645 | $3.0M |
| BridgePort Financial Solutions, LLC | 0.85% | Reduce -9.3% | 40,543 | $3.0M |
| Index Technologies Group LLC | 3.24% | Add +8.4% | 39,993 | $3.0M |
| Tradition Wealth Management, LLC | 0.21% | Reduce -47.2% | 39,894 | $3.0M |
| Koshinski Asset Management, Inc. | 0.18% | Add +7.8% | 39,876 | $3.0M |
| Signet Financial Management, LLC | 0.33% | Reduce -19.6% | 39,662 | $2.9M |
| BCU Wealth Advisors, LLC | 1.09% | Reduce -0.9% | 39,341 | $2.9M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -9.3% | 39,174 | $2.9M |
| Harbour Investments, Inc. | 0.04% | Reduce -8.5% | 38,806 | $2.9M |
| Revolve Wealth Partners, LLC | 0.37% | Add +2.7% | 38,152 | $2.8M |
| OMNI 360 Wealth, Inc. | 1.45% | Reduce -9.2% | 37,923 | $2.8M |
| Golden State Wealth Management, LLC | 0.31% | Add +31.6% | 37,533 | $2.8M |
| Flagship Harbor Advisors, LLC | 0.12% | Reduce -2.4% | 37,320 | $2.8M |
| Summit Financial Strategies, Inc. | 0.22% | Reduce -10.2% | 36,843 | $2.7M |
| XY Planning Network, Inc. | 0.44% | Add +17.2% | 36,259 | $2.7M |
| Chatterton & Associates Inc. | 1.88% | Reduce -23.3% | 34,531 | $2.7M |
| VPR Management LLC | 1.06% | No change | 35,700 | $2.7M |
| Keb Asset Management, LLC | 0.51% | No change | 35,581 | $2.6M |
| Compound Planning, Inc. | 0.08% | Add +60.2% | 35,520 | $2.6M |
| Obsidian Cio, LLC | 2.36% | Add +22.3% | 35,439 | $2.6M |
| M Holdings Securities, Inc. | 0.18% | Add +9.7% | 34,281 | $2.6M |
| Fortis Capital Advisors, LLC | 0.34% | Reduce -13.5% | 35,053 | $2.6M |
| Belpointe Asset Management LLC | 0.10% | Reduce -13.5% | 35,053 | $2.6M |
| Skyline Advisors, Inc. | 0.91% | New | 34,987 | $2.6M |
| Venturi Wealth Management, LLC | 0.12% | Add +8.8% | 34,875 | $2.6M |
| Wedbush Securities Inc. | 0.08% | Reduce -2.7% | 34,661 | $2.6M |
| Coldstream Capital Management Inc. | 0.03% | Add +40.9% | 34,454 | $2.6M |
| Cornerstone Financial Management LLC | 2.34% | Add +5.7% | 34,373 | $2.6M |
| Sigma Planning Corp | 0.07% | Reduce -4.0% | 34,280 | $2.5M |
| Columbus Macro, LLC | 0.27% | Add +0.6% | 34,040 | $2.5M |
| Trustmark Bank Trust Department | 0.16% | Add +9.8% | 33,864 | $2.5M |
| Cyndeo Wealth Partners, LLC | 0.13% | Add +33.4% | 33,784 | $2.5M |
| First Heartland Consultants, Inc. | 0.19% | Add +2.1% | 33,649 | $2.5M |
| Redwood Investment Management, LLC | 0.31% | Reduce -41.6% | 33,560 | $2.5M |
| Wingate Wealth Advisors, Inc. | 1.33% | No change | 33,473 | $2.5M |
| Maryland State Retirement & Pension System | 0.05% | Reduce -40.8% | 33,425 | $2.5M |
| Navellier & Associates Inc. | 0.26% | No change | 33,333 | $2.5M |
| Mason Investment Advisory Services, Inc. | 0.11% | No change | 33,071 | $2.5M |
| Sowell Financial Services LLC | 0.09% | Reduce -12.6% | 32,791 | $2.4M |
| Cresset Asset Management, LLC | 0.01% | Add +9.8% | 32,782 | $2.4M |
| Alterna Wealth Management, Inc. | 1.82% | Add +22.4% | 32,343 | $2.4M |
| Pitcairn Wealth Advisors LLC | 0.22% | No change | 33,549 | $2.4M |
| Evolution Wealth Management Inc. | 1.73% | Add +72.5% | 31,768 | $2.4M |
| Horizon Investments, LLC | 0.03% | Add +91.5% | 31,712 | $2.4M |
| CogentBlue Wealth Advisors, LLC | 1.58% | Reduce -7.9% | 31,701 | $2.4M |
| Milestone Asset Management, LLC | 0.43% | New | 31,697 | $2.4M |
| QRG Capital Management, Inc. | 0.02% | Add +6.9% | 31,632 | $2.4M |
| Theory Financial LLC | 0.82% | Reduce -41.2% | 31,579 | $2.3M |
| Asempa Wealth Advisors | 2.04% | Reduce -6.0% | 31,119 | $2.3M |
| J.M. Arbour, LLC | 2.25% | Reduce -1.4% | 31,500 | $2.3M |
| Wealthspire Advisors, LLC | 0.02% | Add +6.5% | 31,321 | $2.3M |
| Seldon Capital LP | 0.85% | No change | 31,000 | $2.3M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -86.4% | 30,939 | $2.3M |
| Ehrlich Financial Group | 1.32% | Reduce -41.4% | 30,855 | $2.3M |
| Barnes Wealth Management Group, Inc | 1.16% | Reduce -46.3% | 30,852 | $2.3M |
| Breakwater Capital Group | 0.30% | Add +3.5% | 30,639 | $2.3M |
| Synergy Investment Management, LLC | 0.74% | Reduce -52.9% | 30,239 | $2.2M |
| CENTRAL TRUST Co | 0.04% | Reduce -4.5% | 29,942 | $2.2M |
| Arlington Capital Management, Inc. | 1.25% | Add +3.9% | 29,878 | $2.2M |
| Petersen Hastings Wealth Advisors Inc. | 0.20% | Reduce -0.1% | 29,814 | $2.2M |
| Neumann Capital Management, LLC | 0.65% | No change | 29,785 | $2.2M |
| Interactive Financial Advisors, Inc. | 1.44% | Reduce -3.3% | 29,685 | $2.2M |
| Loomis Sayles & Co. L P | 0.00% | New | 28,876 | $2.1M |
| Tempus Wealth Planning, LLC | 0.49% | Reduce -6.3% | 28,760 | $2.1M |
| Oppenheimer & Co. Inc. | 0.03% | Add +6.7% | 28,487 | $2.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +8.2% | 28,382 | $2.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +1.5% | 28,220 | $2.1M |
| RPg Family Wealth Advisory, LLC | 0.44% | Add +10.4% | 28,043 | $2.1M |
| Risk Paradigm Group, LLC | 1.78% | Add +2.7% | 28,016 | $2.1M |
| American Financial & Tax Strategies Inc. | 1.01% | Reduce -1.1% | 28,002 | $2.1M |
| Capital Asset Managemnet, LLC | 2.31% | Add +0.6% | 27,616 | $2.1M |
| Brooklyn Investment Group | 0.06% | Add +857.9% | 27,579 | $2.1M |
| Concorde Asset Management, LLC | 1.00% | Reduce -3.5% | 27,486 | $2.0M |
| American State Bank (Iowa) | 0.98% | Add +0.5% | 27,435 | $2.0M |
| Virtus Family Office LLC | 1.74% | Reduce -0.1% | 27,387 | $2.0M |
| Signal Advisors Wealth, LLC | 0.14% | Reduce -15.6% | 26,993 | $2.0M |
| Hidden Cove Wealth Management, LLC | 1.28% | Add +309.5% | 26,866 | $2.0M |
| Windward Private Wealth Management Inc. | 0.69% | No change | 26,844 | $2.0M |
| Ridgeline Wealth, LLC | 1.42% | Reduce -34.3% | 26,732 | $2.0M |
| Clayton Financial Group LLC | 1.01% | Add +7.3% | 26,415 | $2.0M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 26,227 | $1.9M |
| Cassilly Financial Group LLC | 1.68% | Add +1.1% | 25,991 | $1.9M |
| UNIVEST FINANCIAL Corp | 0.11% | Reduce -0.3% | 25,932 | $1.9M |
| Bush Investment Group, LLC | 1.05% | Reduce -41.7% | 25,903 | $1.9M |
| Weil Company, Inc. | 0.43% | Reduce -6.4% | 25,624 | $1.9M |
| DAVENPORT & Co LLC | 0.01% | Add +0.7% | 25,572 | $1.9M |
| Capital Investment Management, Inc. | 0.65% | Add +3.4% | 25,501 | $1.9M |
| McAdam, LLC | 0.09% | Reduce -1.8% | 25,492 | $1.9M |
| Aprio Wealth Management, LLC | 0.10% | Add +9.8% | 25,482 | $1.9M |
| Unify Financial Advisors | 1.96% | Reduce -12.6% | 25,354 | $1.9M |
| RFG Advisory, LLC | 0.03% | Reduce -48.0% | 25,141 | $1.9M |
| Interchange Capital Partners, LLC | 0.59% | Reduce -12.0% | 31,308 | $1.9M |
| HORAN Wealth, LLC | 0.18% | New | 26,097 | $1.9M |
| Ritholtz Wealth Management | 0.03% | Reduce -3.5% | 24,990 | $1.9M |
| Sovereign Financial Group, Inc. | 0.32% | Reduce -7.4% | 24,671 | $1.8M |
| JFS Wealth Advisors, LLC | 0.10% | Add +1737.2% | 24,490 | $1.8M |
| First Horizon Corp. | 0.08% | Reduce -0.1% | 24,463 | $1.8M |
| BlueSky Wealth Advisors, LLC | 0.23% | New | 24,432 | $1.8M |
| Clearstead Advisors, LLC | 0.02% | Reduce -1.4% | 24,408 | $1.8M |
| EFG International AG | 0.04% | New | 24,310 | $1.8M |
| Keel Point, LLC | 0.12% | Add +0.3% | 24,309 | $1.8M |
| Western Wealth Management, LLC | 0.07% | Add +38.2% | 24,308 | $1.8M |
| Archer Investment Management, LLC | 0.76% | Add +19.4% | 24,227 | $1.8M |
| Two West Capital Advisors LLC | 0.95% | Add +16.3% | 23,696 | $1.8M |
| Etesian Wealth Advisors, Inc. | 0.57% | Add +37.2% | 24,038 | $1.8M |
| WealthPoint Financial, LLC | 1.48% | Reduce -47.4% | 23,839 | $1.8M |
| Scarborough Advisors, LLC | 0.19% | New | 23,407 | $1.7M |
| Intentional Wealth Strategies, LLC | 1.62% | — | 23,385 | $1.7M |
| Panoramic Investment Advisors, LLC | 0.94% | Add +15.2% | 23,309 | $1.7M |
| Accelerate Investment Advisors LLC | 1.14% | Add +3.4% | 22,952 | $1.7M |
| Sutton Place Investors LLC | 0.91% | Reduce -25.4% | 22,495 | $1.7M |
| Keybank National Association | 0.01% | Reduce -13.7% | 22,492 | $1.7M |
| Rockingstone Advisors LLC | 0.77% | Add +0.4% | 22,475 | $1.7M |
| Raleigh Capital Management Inc. | 0.57% | Reduce -6.0% | 22,409 | $1.7M |
| Operose Advisors LLC | 0.38% | Add +1.3% | 22,293 | $1.7M |
| Stegner Investment Associates Inc. | 0.91% | No change | 22,283 | $1.7M |
| Evoke Wealth, LLC | 0.03% | Reduce -1.0% | 22,235 | $1.7M |
| InvesTrust | 0.69% | Add +3.6% | 22,235 | $1.7M |
| FWG Investments, LLC. | 1.05% | Reduce -8.3% | 22,195 | $1.7M |
| Alta Wealth Advisors LLC | 0.53% | Add +112.9% | 22,046 | $1.6M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -2.0% | 22,034 | $1.6M |
| Nicholas Hoffman & Company, LLC. | 0.04% | Add +1.6% | 21,957 | $1.6M |
| Vision Retirement, LLC | 0.46% | Reduce -22.7% | 21,932 | $1.6M |
| GGM Financial LLC | 0.75% | Add +1.0% | 21,903 | $1.6M |
| LexAurum Advisors, LLC | 0.21% | — | 21,702 | $1.6M |
| CIBC Bancorp USA Inc. | 0.00% | — | 21,690 | $1.6M |
| Campion Asset Management | 1.09% | Add +1.4% | 21,631 | $1.6M |
| Discipline Wealth Solutions, LLC | 0.17% | Reduce -0.0% | 21,555 | $1.6M |
| Independence Bank of Kentucky | 0.20% | Reduce -0.3% | 21,504 | $1.6M |
| Inspire Advisors, LLC | 0.13% | Add +254.2% | 21,476 | $1.6M |
| Centaurus Financial, Inc. | 0.08% | Add +1.8% | 21,449 | $1.6M |
| Portside Wealth Group, LLC | 0.21% | Add +26.1% | 21,260 | $1.6M |
| Layline Advisors, LLC | 1.76% | — | 21,195 | $1.6M |
| Foundation Wealth Management, LLC\PA | 0.55% | Reduce -1.6% | 20,889 | $1.6M |
| WealthTrak Capital Management LLC | 1.10% | Reduce -42.7% | 20,674 | $1.5M |
| WealthPLAN Partners, LLC | 0.29% | Reduce -42.9% | 20,418 | $1.5M |
| Savvy Advisors, Inc. | 0.04% | Add +96.7% | 20,388 | $1.5M |
| Latitude Advisors, LLC | 0.69% | Add +2.8% | 20,174 | $1.5M |
| Madden Advisory Services, Inc. | 0.58% | Add +26.4% | 19,897 | $1.5M |
| Regimen Wealth, LLC | 0.43% | Reduce -57.9% | 19,806 | $1.5M |
| Wilkerson Advisory Group LLC | 0.50% | Reduce -3.6% | 19,727 | $1.5M |
| Beacon Financial Advisory LLC | 0.33% | Reduce -18.7% | 19,488 | $1.4M |
| McMill Wealth Management | 0.38% | Reduce -1.4% | 19,473 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Add +15.3% | 101,946 | $1.4M |
| Quartz Partners, LLC | 0.56% | Reduce -9.7% | 19,365 | $1.4M |
| Axis Wealth Partners, LLC | 0.76% | Reduce -9.8% | 19,310 | $1.4M |
| Wealthgarden F.S. LLC | 0.98% | Reduce -42.4% | 19,296 | $1.4M |
| HRT Financial LP | 0.00% | New | 19,261 | $1.4M |
| Quadcap Wealth Management, LLC | 0.16% | Add +0.1% | 18,963 | $1.4M |
| GC Wealth Management RIA, LLC | 0.06% | Add +5.8% | 18,919 | $1.4M |
| Aspire Private Capital, LLC | 0.32% | Reduce -5.2% | 18,821 | $1.4M |
| Caliber Wealth Management, LLC / KS | 0.15% | Reduce -19.6% | 18,743 | $1.4M |
| SouthState Bank Corp | 0.06% | Add +22.4% | 18,661 | $1.4M |
| Transamerica Financial Advisors, LLC | 0.12% | Add +12.7% | 18,658 | $1.4M |
| JDH Wealth Management, LLC | 0.93% | Reduce -1.3% | 18,641 | $1.4M |
| Riverbend Wealth Management, LLC | 0.86% | Add +3.2% | 18,616 | $1.4M |
| Powerhouse Assets LLC | 1.20% | No change | 18,598 | $1.4M |
| Mainstream Capital Management LLC | 0.93% | Reduce -0.5% | 18,566 | $1.4M |
| Private Wealth Asset Management, LLC | 0.15% | Add +10.5% | 18,505 | $1.4M |
| Tobias Financial Advisors, Inc. | 0.19% | Reduce -3.3% | 18,440 | $1.4M |
| Mycio Wealth Partners, LLC | 0.27% | No change | 18,434 | $1.4M |
| HB Wealth Management, LLC | 0.01% | Add +85.4% | 18,375 | $1.4M |
| Avantra Family Wealth, Inc. | 1.01% | Reduce -4.3% | 18,251 | $1.4M |
| SMART Wealth LLC | 0.40% | Add +53.5% | 18,247 | $1.4M |
| Claro Advisors Inc. | 0.16% | Reduce -58.0% | 18,208 | $1.4M |
| Kassira Wealth Management LLC | 1.24% | Add +0.6% | 18,094 | $1.3M |
| First Citizens Financial Corp | 0.63% | Add +11.8% | 18,031 | $1.3M |
| Hutchens & Kramer Investment Management Group, LLC | 0.42% | Reduce -3.7% | 18,015 | $1.3M |
| Lifeworks Advisors, LLC | 0.17% | Reduce -7.8% | 17,980 | $1.3M |
| Ascentis Independent Advisors | 0.10% | Add +208.2% | 17,942 | $1.3M |
| Flow Traders U.S. LLC | 0.04% | New | 17,885 | $1.3M |
| Benjamin Edwards Inc. | 0.01% | Reduce -37.4% | 17,819 | $1.3M |
| Richmond Investment Services, LLC | 0.21% | Add +13.6% | 17,668 | $1.3M |
| Westside Investment Management, Inc. | 0.20% | Reduce -3.0% | 17,648 | $1.3M |
| Ieq Capital, LLC | 0.01% | Add +33.7% | 17,608 | $1.3M |
| Sound Financial Strategies Group, LLC | 0.89% | Add +47.1% | 17,474 | $1.3M |
| Point72 Asset Management | 0.00% | New | 17,451 | $1.3M |
| Unique Wealth Strategies, LLC | 0.53% | Add +30.0% | 17,447 | $1.3M |
| LRI Investments, LLC | 0.11% | Add +0.3% | 17,336 | $1.3M |
| Private Trust Co. NA | 0.12% | Add +0.2% | 17,333 | $1.3M |
| Founders Financial Securities LLC | 0.07% | Add +1.3% | 16,558 | $1.3M |
| SeedSafe Financial LLC | 1.05% | No change | 17,148 | $1.3M |
| World Equity Group, Inc. | 0.33% | Add +12.4% | 17,135 | $1.3M |
| Factor Wealth Management LTD | 0.24% | Reduce -6.3% | 17,112 | $1.3M |
| Old National Bancorp | 0.02% | Add +7.0% | 17,016 | $1.3M |
| Merkkuri Wealth Advisors LLC | 0.84% | Reduce -40.5% | 16,985 | $1.3M |
| Arcadia Wealth Management, LLC | 0.45% | Reduce -15.9% | 16,895 | $1.3M |
| Ascension Capital Advisors, Inc. | 0.39% | No change | 16,815 | $1.3M |
| Sagace Wealth Management LLC | 0.84% | Reduce -50.9% | 16,658 | $1.2M |
| Citizens Financial Group Inc. | 0.02% | Add +9.6% | 16,647 | $1.2M |
| Horizon Wealth Management, LLC | 0.18% | Add +3.0% | 16,634 | $1.2M |
| Evanson Asset Management, LLC | 0.07% | Reduce -0.7% | 16,572 | $1.2M |
| PUREfi Wealth, LLC | 0.81% | Add +40.7% | 16,561 | $1.2M |
| First National Bank of Omaha | 0.04% | Reduce -4.6% | 16,958 | $1.2M |
| Betterment LLC | 0.00% | Reduce -9.7% | 16,302 | $1.2M |
| Blue Zone Wealth Advisors, LLC | 0.24% | Reduce -4.5% | 16,171 | $1.2M |
| Fonville Wealth Management LLC | 0.23% | Reduce -0.3% | 16,124 | $1.2M |
| Quest 10 Wealth Builders, Inc. | 1.05% | Add +0.2% | 16,109 | $1.2M |
| Advocacy Wealth Management, LLC | 0.05% | Reduce -98.4% | 16,085 | $1.2M |
| Global Wealth Management Investment Advisory, Inc. | 0.19% | Reduce -8.7% | 16,037 | $1.2M |
| Atlantic Edge Private Wealth Management, LLC | 0.29% | Reduce -4.5% | 15,995 | $1.2M |
| Argent Trust Co | 0.04% | Add +26.7% | 15,992 | $1.2M |
| Transcend Capital Advisors, LLC | 0.10% | Reduce -14.2% | 15,910 | $1.2M |
| RCS Financial Planning, LLC | 0.61% | Reduce -71.8% | 15,846 | $1.2M |
| ASL Financial, LLC | 0.94% | Add +9.6% | 15,800 | $1.2M |
| J. Derek Lewis & Associates Inc. | 0.26% | Add +2.3% | 15,721 | $1.2M |
| Luts & Greenleigh Group, Inc. | 0.92% | Add +3.9% | 15,689 | $1.2M |
| Maripau Wealth Management LLC | 0.51% | Reduce -26.7% | 15,500 | $1.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Add +1.5% | 15,369 | $1.1M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +11.2% | 15,330 | $1.1M |
| Sierra Capital LLC | 0.12% | No change | 15,250 | $1.1M |
| WealthPlan Investment Management, LLC | 0.06% | Reduce -16.4% | 15,211 | $1.1M |
| Town Capital LLC | 0.91% | Reduce -80.2% | 15,143 | $1.1M |
| Semus Wealth Partners LLC | 0.63% | Reduce -3.5% | 15,114 | $1.1M |
| PFG Investments, LLC | 0.05% | Add +46.4% | 15,103 | $1.1M |
| Evergreen Capital Management LLC | 0.02% | Reduce -8.9% | 15,096 | $1.1M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 14,359 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -13.2% | 14,869 | $1.1M |
| Falcon Wealth Planning | 0.08% | Reduce -9.2% | 14,834 | $1.1M |
| Intrua Financial, LLC | 0.12% | Reduce -1.1% | 14,472 | $1.1M |
| Two Sigma Securities, LLC | 0.12% | Reduce -19.7% | 14,304 | $1.1M |
| Mather Group, Llc. | 0.01% | Reduce -36.1% | 14,290 | $1.1M |
| Advisory Alpha, LLC | 0.03% | Reduce -72.5% | 14,079 | $1.0M |
| Nwam LLC | 0.06% | Reduce -2.6% | 14,071 | $1.0M |
| B.O.S.S. Retirement Advisors, LLC | 0.32% | Reduce -17.0% | 14,052 | $1.0M |
| Gibbs Wealth Management | 0.14% | New | 14,014 | $1.0M |
| ARK & TLK Investments, LLC | 0.28% | Reduce -8.5% | 13,973 | $1.0M |
| Fiduciary Advisors, Inc. | 0.78% | Reduce -4.1% | 13,915 | $1.0M |
| McCartney Wealth Management LLC | 0.87% | Reduce -0.0% | 13,910 | $1.0M |
| MAI Capital Management | 0.01% | Add +25.4% | 13,795 | $1.0M |
| Sound Income Strategies, LLC | 0.05% | Reduce -11.5% | 13,598 | $1.0M |
| Per Stirling Capital Management, LLC. | 0.11% | Add +26.9% | 13,602 | $1.0M |
| O'Connor Financial Group LLC | 0.41% | Reduce -4.2% | 13,552 | $1.0M |
| MSH Capital Advisors LLC | 0.21% | Reduce -27.3% | 13,552 | $1.0M |
| Financial Management Professionals, Inc. | 0.11% | Add +0.4% | 13,446 | $1000K |
| Cooper Financial Group | 0.10% | Reduce -24.1% | 13,442 | $999K |
| Northland Securities, Inc. | 0.95% | Add +7.4% | 13,367 | $994K |
| Capital Investment Advisory Services, LLC | 0.07% | Add +14.7% | 13,326 | $991K |
| Legacy Wealth Partners, LLC | 0.24% | Reduce -11.4% | 12,934 | $962K |
| Shufro Rose & Co. LLC | 0.07% | Reduce -26.9% | 12,903 | $959K |
| Ewa, LLC | 0.22% | Reduce -10.2% | 12,890 | $958K |
| Bridges Investment Management Inc. | 0.01% | Reduce -4.0% | 12,827 | $954K |
| Hardin Capital Partners, LLC | 0.44% | Reduce -1.4% | 12,735 | $947K |
| Keystone Wealth Services, LLC | 0.20% | Add +16.6% | 12,682 | $943K |
| JT Stratford LLC | 0.12% | Add +2.5% | 12,669 | $942K |
| Allegheny Financial Group | 0.13% | Add +11.7% | 12,650 | $941K |
| Asset Dedication, LLC | 0.07% | Add +2.4% | 12,631 | $939K |
| Opinicus Capital, Inc. | 0.66% | Reduce -1.9% | 12,558 | $934K |
| FLP Wealth Management, LLC | 1.92% | Reduce -0.7% | 12,518 | $931K |
| Fort Washington Investment Advisors Inc. | 0.01% | Add +3.1% | 12,498 | $929K |
| Rialto Wealth Management, LLC | 0.21% | No change | 12,487 | $928K |
| Heritage Family Offices, LLP | 0.41% | Reduce -3.1% | 12,428 | $924K |
| GatePass Capital, LLC | 0.45% | Reduce -32.8% | 12,317 | $916K |
| American Financial Advisors, LLC | 0.12% | Reduce -5.3% | 12,302 | $915K |
| Financial Perspectives, Inc | 0.25% | Add +9.9% | 12,094 | $899K |
| Moors & Cabot, Inc. | 0.04% | Add +16.2% | 12,079 | $898K |
| Pointe Capital Management LLC | 0.44% | Add +26.2% | 12,069 | $897K |
| 25 LLC | 0.28% | Add +0.1% | 12,068 | $897K |
| Stokes Family Office, LLC | 0.09% | Reduce -5.0% | 12,059 | $897K |
| Fiduciary Alliance LLC | 0.05% | New | 11,408 | $893K |
| Chilton Investment Co. Inc. | 0.02% | No change | 11,900 | $885K |
| Valeo Financial Advisors, LLC | 0.02% | Add +30.2% | 11,869 | $882K |
| Cambient Family Office, LLC | 0.12% | No change | 11,659 | $867K |
| WASHINGTON TRUST Co | 0.03% | Add +284.3% | 11,648 | $866K |
| Accurate Wealth Management, LLC | 0.10% | Reduce -0.6% | 11,083 | $861K |
| Freestone Capital Holdings, LLC | 0.03% | Add +40.3% | 11,580 | $861K |
| Nicolet Bankshares Inc. | 0.03% | Add +257.0% | 11,559 | $859K |
| Certuity, LLC | 0.06% | New | 11,547 | $858K |
| Manhattan West Asset Management, LLC | 0.17% | No change | 11,490 | $854K |
| Wealthfront Advisers LLC | 0.00% | Reduce -5.4% | 11,307 | $841K |
| Talisman Wealth Advisors LLC | 0.67% | New | 11,265 | $838K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +14.2% | 11,245 | $836K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -6.3% | 11,184 | $832K |
| BWM Planning, LLC | 0.22% | No change | 11,167 | $830K |
| Silverlake Wealth Management LLC | 0.18% | Add +103.5% | 11,167 | $830K |
| RDA Financial Network | 0.21% | Reduce -48.6% | 11,151 | $829K |
| Foster Group, Inc. | 0.02% | Add +2.5% | 11,089 | $824K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Reduce -19.5% | 11,039 | $821K |
| Kestra Investment Management, LLC | 0.01% | Add +8.4% | 10,993 | $817K |
| Addison Capital Co | 0.15% | Reduce -83.1% | 10,992 | $817K |
| Ascentis Wealth Management, LLC | 0.17% | Add +43.6% | 10,958 | $815K |
| TritonPoint Partners, LLC | 0.30% | Add +107.8% | 10,951 | $814K |
| Childress Capital Advisors, LLC | 0.15% | No change | 10,900 | $810K |
| Sanchez Gaunt Capital Management, LLC | 0.51% | — | 10,880 | $809K |
| Walleye Partners, LLC | 0.99% | Add +23.8% | 10,858 | $807K |
| Stirlingshire Investments, Inc. | 0.71% | Add +10.8% | 10,830 | $805K |
| Seeds Investor LLC | 0.11% | New | 10,241 | $804K |
| Avior Wealth Management, LLC | 0.02% | Add +248.7% | 10,774 | $801K |
| Quotient Wealth Partners, LLC | 0.02% | Add +18.4% | 10,709 | $796K |
| Innova Wealth Partners | 0.38% | Add +20.2% | 10,654 | $792K |
| Waldron Private Wealth LLC | 0.03% | Add +4.6% | 10,640 | $791K |
| VERITY Wealth Advisors | 0.53% | Reduce -0.2% | 10,611 | $789K |
| GWN Securities Inc. | 0.15% | Add +7.7% | 10,455 | $777K |
| Fragasso Financial Advisors Inc | 0.05% | No change | 10,101 | $761K |
| Madson Wealth Advisors Inc | 0.63% | — | 10,239 | $761K |
| Blue Capital, Inc. | 0.50% | Reduce -2.2% | 10,223 | $760K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Reduce -1.0% | 10,031 | $756K |
| Turtle Creek Wealth Advisors, LLC | 0.06% | Reduce -29.6% | 10,161 | $755K |
| Resurgent Financial Advisors LLC | 0.27% | Reduce -30.4% | 10,107 | $751K |
| Laurel Oak Wealth Management, LLC | 0.13% | Add +8.3% | 10,107 | $751K |
| Catalina Capital Group, LLC | 0.46% | Reduce -40.4% | 10,104 | $751K |
| Lantern Wealth Advisors, LLC | 0.38% | Reduce -23.7% | 10,017 | $745K |
| Mission Wealth Management, LP | 0.02% | Reduce -4.8% | 9,961 | $741K |
| Atlatl Advisers LLC | 0.55% | Reduce -57.1% | 9,938 | $739K |
| Ariadne Wealth Management, LP | 0.33% | No change | 9,845 | $732K |
| Cherry Tree Wealth Management, LLC | 0.15% | Reduce -1.9% | 9,835 | $731K |
| Parallel Advisors, LLC | 0.01% | Reduce -0.4% | 9,658 | $718K |
| Investor's Fiduciary Advisor Network, LLC | 0.22% | Reduce -45.5% | 9,568 | $711K |
| Bison Wealth, LLC | 0.07% | Reduce -4.0% | 9,052 | $711K |
| Altfest L J & Co. Inc. | 0.08% | Reduce -2.0% | 9,547 | $710K |
| Beacon Financial Group | 0.07% | Reduce -22.1% | 9,541 | $709K |
| GeoWealth Management, LLC | 0.03% | Reduce -22.6% | 9,495 | $706K |
| Vident Advisory, LLC | 0.01% | Add +60.0% | 9,466 | $704K |
| Caprock Group, LLC | 0.02% | Reduce -2.6% | 9,460 | $703K |
| Krilogy Financial LLC | 0.02% | Add +40.1% | 9,005 | $703K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Add +6.4% | 9,455 | $703K |
| Motive Wealth Advisors | 0.33% | No change | 9,437 | $702K |
| Aurelius Family Office LLC | 0.30% | Reduce -3.1% | 9,406 | $699K |
| Hazlett, Burt & Watson, Inc. | 0.22% | Reduce -0.1% | 9,384 | $699K |
| Brighton Jones LLC | 0.02% | New | 9,313 | $692K |
| Decker Retirement Planning Inc. | 0.31% | Reduce -2.5% | 9,200 | $684K |
| Traveka Wealth, LLC | 0.26% | New | 9,199 | $684K |
| LongView Wealth Management | 0.17% | Add +8.9% | 8,706 | $683K |
| Goelzer Investment Management, Inc. | 0.03% | New | 9,163 | $681K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -5.9% | 9,157 | $681K |
| Aegis Wealth Management, Inc. | 0.53% | Reduce -4.2% | 9,038 | $672K |
| Ritter Daniher Financial Advisory LLC / DE | 0.11% | No change | 8,998 | $669K |
| Lodestone Wealth Management LLC | 0.26% | No change | 8,982 | $668K |
| Samalin Investment Counsel, LLC | 0.24% | Reduce -7.1% | 8,966 | $667K |
| VestGen Investment Management | 0.37% | Reduce -30.6% | 8,957 | $666K |
| Perennial Investment Advisors, LLC | 0.05% | Add +1.4% | 8,899 | $662K |
| Continuum Advisory, LLC | 0.06% | Add +22.6% | 8,835 | $657K |
| Vermillion & White Wealth Management Group, LLC | 0.38% | Reduce -0.5% | 8,826 | $656K |
| Kintra Wealth, LLC | 0.05% | New | 8,804 | $655K |
| Centennial Advisors, LLC | 0.82% | Reduce -8.4% | 8,700 | $647K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 8,666 | $644K |
| Cape Investment Advisory, Inc. | 0.21% | Add +14.6% | 8,597 | $639K |
| Twin Focus Capital Partners, LLC | 0.07% | No change | 8,569 | $637K |
| Essex Bank | 0.14% | Reduce -0.6% | 8,568 | $637K |
| Facet Wealth, Inc. | 0.01% | Add +2.8% | 8,565 | $637K |
| Fermata Advisors, LLC | 0.14% | Add +26.9% | 8,546 | $635K |
| A4 Wealth Advisors LLC | 0.53% | Reduce -79.0% | 8,531 | $634K |
| Argent Advisors, Inc. | 0.17% | Add +0.3% | 8,527 | $634K |
| Milestone Asset Management Group, LLC | 0.37% | Reduce -0.3% | 8,454 | $629K |
| GHP Investment Advisors, Inc. | 0.03% | Reduce -3.3% | 8,363 | $622K |
| Spectrum Advisors, Inc. | 0.49% | — | 8,309 | $618K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +10.5% | 8,275 | $615K |
| Visionary Wealth Advisors | 0.03% | Reduce -0.1% | 8,195 | $609K |
| Pinnacle Bancorp, Inc. | 0.18% | Add +0.1% | 8,185 | $609K |
| Harbour Capital Advisors, LLC | 0.12% | No change | 7,859 | $604K |
| Curi Capital, LLC | 0.01% | Reduce -4.5% | 8,075 | $600K |
| Baker Tilly Wealth Management, LLC | 0.15% | Add +21.0% | 8,063 | $599K |
| Diversified Management Inc. | 0.10% | Add +1.1% | 8,055 | $599K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +13.9% | 8,045 | $598K |
| Raffa Wealth Management, LLC | 0.09% | Reduce -0.1% | 8,173 | $597K |
| Life Line Wealth Management LLC | 0.27% | Add +26.7% | 7,996 | $595K |
| Red Tortoise LLC | 0.25% | No change | 7,966 | $592K |
| CGN Advisors LLC | 0.05% | Add +1.5% | 7,959 | $592K |
| NBT Bank, N.A. | 0.04% | Add +11050.7% | 7,917 | $589K |
| Claris Advisors, LLC / Mo / | 0.17% | No change | 7,854 | $584K |
| Midwest Trust Co | 0.01% | Add +6.0% | 7,766 | $577K |
| Friday Financial | 0.20% | No change | 7,651 | $569K |
| MN Wealth Advisors, LLC | 0.28% | Reduce -38.3% | 7,639 | $568K |
| Fairvoy Private Wealth, LLC | 0.14% | Add +45.5% | 7,629 | $567K |
| Balance Wealth Partners LLC | 0.17% | Reduce -0.5% | 7,515 | $559K |
| Palisade Asset Management, LLC | 0.06% | No change | 7,482 | $556K |
| Trilogy Capital Inc. | 0.02% | Add +43.0% | 7,443 | $553K |
| Glenview Trust Co | 0.01% | Add +68.4% | 7,440 | $553K |
| Ballentine Partners, LLC | 0.01% | New | 7,395 | $550K |
| Fisher Asset Management | 0.00% | Reduce -27.1% | 7,362 | $547K |
| Novus Advisors, LLC | 1.22% | Add +5.9% | 7,356 | $547K |
| MainStreet Investment Advisors LLC | 0.08% | Add +5.5% | 7,323 | $544K |
| Michels Family Financial, LLC | 0.39% | No change | 7,322 | $544K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -29.7% | 7,322 | $544K |
| Crescent Grove Advisors, LLC | 0.05% | Add +39.0% | 7,312 | $544K |
| Tranquility Partners, LLC | 0.20% | No change | 7,293 | $542K |
| Cornerstone Advisors Asset Management, LLC | 0.08% | Reduce -11.8% | 7,290 | $542K |
| Quarry Hill Advisors, LLC | 0.22% | Reduce -10.4% | 6,862 | $539K |
| Fiscal Wisdom Wealth Management, LLC | 0.52% | Add +39.7% | 7,244 | $539K |
| Fortis Capital Management LLC | 0.07% | No change | 7,180 | $534K |
| Personal Cfo Solutions, LLC | 0.07% | New | 7,165 | $533K |
| Essex Financial Services, Inc. | 0.03% | Reduce -3.1% | 7,117 | $529K |
| Lockerman Financial Group, Inc. | 0.95% | Add +32.3% | 7,078 | $526K |
| GFS Advisors, LLC | 0.03% | Reduce -48.8% | 7,076 | $526K |
| Strategy Asset Managers LLC | 0.09% | Reduce -12.4% | 7,072 | $526K |
| Osborne Partners Capital Management, LLC | 0.03% | No change | 6,985 | $519K |
| Montis Financial, LLC | 0.11% | Reduce -25.3% | 6,951 | $517K |
| Lauterbach Financial Advisors, LLC | 0.25% | Reduce -1.3% | 6,913 | $514K |
| Advisor OS, LLC | 0.04% | New | 6,832 | $508K |
| Aerodigm Wealth, LLC | 0.19% | No change | 6,823 | $507K |
| Elevation Wealth Management LLC | 0.47% | Reduce -8.3% | 6,808 | $506K |
| Lane Brothers & Co. Inc. | 0.37% | Reduce -6.5% | 6,771 | $503K |
| Flputnam Investment Management Co. | 0.01% | Reduce -31.3% | 6,685 | $497K |
| Parkway Wealth Management Group, LLC | 0.06% | Reduce -27.1% | 6,347 | $492K |
| Well Done, LLC | 0.07% | No change | 6,605 | $491K |
| Midwest Heritage Bank, FSB | 0.16% | Reduce -28.3% | 6,602 | $491K |
| Wright Wealth LLC | 0.32% | Add +5.8% | 6,510 | $484K |
| Pinnacle Family Advisors, LLC | 0.23% | Reduce -36.4% | 6,499 | $483K |
| Advisors Capital Management, LLC | 0.01% | Add +42.0% | 6,469 | $481K |
| Indie Asset Partners, LLC | 0.55% | Add +28.4% | 6,451 | $480K |
| Legacy Edge Advisors, LLC | 0.05% | Reduce -8.8% | 6,450 | $480K |
| Strategic Wealth Partners, Ltd. | 0.03% | Reduce -5.1% | 6,438 | $479K |
| SwitchPoint Financial Planning, LLC | 0.32% | No change | 6,415 | $477K |
| Axxcess Wealth Management, LLC | 0.02% | Add +106.6% | 6,362 | $473K |
| Sequent Planning LLC | 0.11% | Add +9.9% | 6,359 | $473K |
| Allegiance Financial Group Advisory Services LLC | 0.09% | No change | 6,337 | $471K |
| Partners Capital Investment Group, LLP | 0.02% | No change | 6,324 | $470K |
| Plante Moran Financial Advisors, LLC | 0.03% | Reduce -4.9% | 6,321 | $470K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -7.3% | 6,300 | $468K |
| Harbor Investment Advisory, LLC | 0.04% | Add +150.0% | 6,293 | $468K |
| Northwest Bancshares, Inc. | 0.09% | No change | 6,283 | $467K |
| SeaCrest Wealth Management, LLC | 0.05% | New | 6,272 | $466K |
| Bedminster, LLC | 0.43% | Reduce -9.6% | 6,235 | $464K |
| Squire Investment Management Company, LLC | 0.13% | No change | 6,222 | $463K |
| AlTi Global, Inc. | 0.01% | No change | 6,205 | $461K |
| Aaron Wealth Advisors LLC | 0.03% | No change | 6,167 | $459K |
| Copia Wealth Management | 0.31% | Reduce -0.4% | 6,163 | $458K |
| Payne Capital LLC | 0.42% | New | 6,115 | $455K |
| Pacific Excel Wealth Advisors, Inc. | 0.48% | Reduce -18.2% | 6,104 | $454K |
| Gilman Hill Asset Management, LLC | 0.07% | Reduce -11.7% | 6,094 | $453K |
| Keystone Financial Group | 0.03% | New | 6,062 | $451K |
| American Trust | 0.04% | Reduce -18.1% | 6,053 | $450K |
| BAM Wealth Management, LLC | 0.34% | Reduce -25.5% | 6,032 | $448K |
| Bessemer Group Inc. | 0.00% | Add +15.9% | 6,018 | $448K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -2.4% | 6,000 | $446K |
| Pines Wealth Management, LLC | 0.14% | Reduce -4.8% | 5,996 | $446K |
| Tanglewood Wealth Management, Inc. | 0.04% | No change | 5,972 | $444K |
| Stephens Inc. | 0.01% | Reduce -0.1% | 5,956 | $443K |
| Uptick Partners, LLC | 0.09% | Reduce -5.7% | 5,935 | $441K |
| Americana Partners, LLC | 0.01% | Add +0.1% | 5,914 | $440K |
| Brown Brothers Harriman & Co. | 0.00% | Add +811.6% | 5,907 | $439K |
| Foundry Financial Group, Inc. | 0.22% | No change | 5,878 | $437K |
| Hilltop National Bank | 0.10% | No change | 5,876 | $437K |
| Center for Financial Planning, Inc. | 0.05% | Reduce -1.4% | 5,861 | $436K |
| Prosperity Planning, Inc. | 0.16% | Reduce -14.1% | 5,860 | $436K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -6.7% | 5,858 | $436K |
| Trust Point Inc. | 0.04% | Reduce -5.7% | 5,849 | $435K |
| CAP Partners, LLC | 0.24% | No change | 5,826 | $433K |
| Sunbelt Securities, Inc. | 0.03% | No change | 5,810 | $432K |
| Capstone Wealth Management, LLC | 0.30% | No change | 5,769 | $429K |
| Citizens Business Bank | 0.07% | No change | 5,756 | $428K |
| Hippocratic Financial Advisors, LLC | 0.19% | No change | 5,755 | $428K |
| TRB Wealth Management, LLC | 0.06% | — | 5,718 | $425K |
| Balefire, LLC | 0.08% | Reduce -49.6% | 5,696 | $423K |
| Conning Inc. | 0.01% | No change | 5,670 | $422K |
| NWF Advisory Services Inc. | 0.05% | New | 5,648 | $420K |
| Dopkins Wealth Management, LLC | 0.17% | No change | 5,624 | $418K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -33.2% | 5,614 | $417K |
| Flagstar Securities, Inc. | 0.15% | Reduce -2.4% | 5,580 | $415K |
| DGS Capital Management, LLC | 0.07% | Reduce -1.1% | 5,569 | $414K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +10.9% | 5,535 | $412K |
| Wharton Business Group, LLC | 0.02% | No change | 5,515 | $410K |
| National Bank of Canada | 0.00% | Add +2.1% | 5,506 | $409K |
| First Citizens Asset Management, Inc. | 0.14% | Reduce -29.1% | 5,460 | $406K |
| Alpine Bank Wealth Management | 0.06% | Reduce -9.8% | 5,448 | $405K |
| Mackenzie Financial Corp. | 0.00% | Add +44.4% | 5,445 | $405K |
| REAP Financial Group, LLC | 0.08% | Reduce -0.5% | 5,444 | $405K |
| Marino, Stram & Associates LLC | 0.07% | Add +0.1% | 5,440 | $404K |
| Becker Capital Management Inc. | 0.01% | Reduce -3.0% | 5,415 | $403K |
| Intelligence Driven Advisers, LLC | 0.07% | No change | 5,414 | $403K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +2.5% | 5,364 | $399K |
| Cardiff Park Advisors, LLC | 0.03% | No change | 5,269 | $392K |
| HUB Investment Partners, LLC | 0.01% | Reduce -1.8% | 5,228 | $389K |
| Sage Mountain Advisors LLC | 0.03% | No change | 5,199 | $387K |
| International Assets Investment Management, LLC | 0.03% | Add +2.2% | 5,088 | $383K |
| Institute for Wealth Management, LLC. | 0.04% | No change | 5,132 | $382K |
| Magnolia Private Wealth, LLC | 0.25% | New | 5,083 | $378K |
| James J. Burns & Company, LLC | 0.05% | Reduce -10.5% | 5,049 | $375K |
| Novem Group | 0.04% | Add +9.6% | 5,040 | $375K |
| Shotwell Rutter Baer Inc | 0.22% | Reduce -4.2% | 5,000 | $372K |
| Investment Advisory Group, LLC | 0.09% | Add +0.4% | 4,992 | $371K |
| Compass Financial Group, Inc. (Ohio) | 0.27% | No change | 4,981 | $370K |
| Kelly Financial Group LLC | 0.09% | Reduce -2.5% | 4,977 | $370K |
| Opes Wealth Management LLC | 0.06% | No change | 4,958 | $369K |
| Index Fund Advisors, Inc. | 0.02% | No change | 4,917 | $366K |
| Beaird Harris Wealth Management, LLC | 0.02% | Reduce -10.4% | 4,890 | $364K |
| Hobart Private Capital, LLC | 0.07% | Reduce -19.5% | 4,889 | $363K |
| TRUE Private Wealth Advisors | 0.03% | Add +19.2% | 4,881 | $363K |
| Emergent Wealth Advisors, LLC | 0.21% | Reduce -82.5% | 4,825 | $359K |
| Elevation Wealth Partners, LLC | 0.12% | No change | 4,640 | $345K |
| Empirical Asset Management, LLC | 0.09% | Reduce -27.8% | 4,638 | $345K |
| Parkwoods Wealth Partners, LLC | 0.08% | No change | 4,614 | $343K |
| Wedmont Private Capital | 0.01% | Reduce -8.4% | 4,410 | $343K |
| Culbertson A N & Co. Inc. | 0.04% | New | 4,595 | $342K |
| Legacy Wealth Asset Management, LLC | 0.08% | Reduce -60.5% | 4,593 | $341K |
| Cambridge Financial Group, LLC | 0.12% | No change | 4,589 | $341K |
| Fidelity D & D Bancorp Inc. | 0.14% | No change | 4,581 | $341K |
| Northstar Asset Management Inc. | 0.10% | No change | 4,565 | $339K |
| Beverly Hills Private Wealth, LLC | 0.06% | Reduce -6.8% | 4,554 | $339K |
| Calamos Wealth Management LLC | 0.01% | Add +0.7% | 4,551 | $338K |
| Calamos Advisors LLC | 0.00% | New | 4,551 | $338K |
| Insight Wealth Strategies, LLC | 0.04% | New | 4,547 | $338K |
| Veracity Capital LLC | 0.12% | Reduce -0.5% | 4,519 | $336K |
| Rollins Financial Advisors, LLC | 0.05% | Add +43.7% | 4,501 | $335K |
| Moneco Advisors, LLC | 0.03% | Reduce -21.0% | 4,450 | $331K |
| Hirtle & Co., LLC | 0.01% | No change | 4,428 | $329K |
| Brand Asset Management Group, Inc. | 0.08% | Reduce -14.4% | 4,377 | $325K |
| Canandaigua National Corp. | 0.03% | — | 4,368 | $325K |
| Knightsbridge Asset Management, LLC | 0.04% | No change | 4,358 | $324K |
| Madison Wealth Partners, Inc | 0.05% | Add +3.8% | 4,350 | $323K |
| Global View Capital Management LLC | 0.09% | Add +19.8% | 4,348 | $323K |
| Alvarez & Marsal Private Wealth Partners, LLC | 0.05% | No change | 4,334 | $322K |
| O'Keefe Stevens Advisory, Inc. | 0.08% | New | 4,291 | $319K |
| Dala Group, LLC | 0.27% | No change | 4,280 | $318K |
| Mosaic Advisors LLC | 0.48% | New | 4,128 | $317K |
| Milestone Investment Advisors LLC | 0.08% | No change | 4,247 | $316K |
| Next Level Private LLC | 0.07% | New | 4,212 | $313K |
| Synergy Financial Group, LTD | 0.23% | New | 4,169 | $310K |
| Sei Investments Co. | 0.00% | New | 4,149 | $308K |
| New Republic Capital, LLC | 0.10% | Reduce -9.6% | 4,143 | $308K |
| Fulcrum Equity Management | 0.30% | Reduce -54.0% | 4,142 | $308K |
| AA Financial Advisors, LLC | 0.04% | Add +20.3% | 4,137 | $308K |
| Bridge Generations Wealth Management LLC | 0.18% | Reduce -16.6% | 4,136 | $308K |
| Arlington Trust Co LLC | 0.03% | No change | 4,114 | $306K |
| LVW Advisors, LLC | 0.03% | No change | 4,086 | $304K |
| Global Financial Private Client, LLC | 0.10% | Reduce -8.0% | 4,081 | $303K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -67.2% | 4,070 | $303K |
| SmartHarvest Portfolios, LLC | 0.13% | Add +10.5% | 4,048 | $301K |
| Focused Alpha, LLC | 0.09% | Reduce -0.4% | 4,030 | $300K |
| Liberty Atlantic Advisors LLC | 0.25% | No change | 4,007 | $298K |
| Integral Investment Advisors, Inc. | 0.07% | Reduce -14.9% | 4,000 | $297K |
| Strathmore Capital Advisors, Inc. | 0.08% | New | 3,859 | $296K |
| Vanguard Advisers Inc. | 0.00% | — | 3,948 | $294K |
| Paladin Advisory Group, LLC | 0.22% | No change | 3,928 | $292K |
| Wealthspire Retirement, LLC | 0.02% | Add +6.8% | 3,911 | $291K |
| Versant Capital Management, Inc | 0.03% | No change | 3,905 | $290K |
| Networth Advisors, LLC | 0.20% | Reduce -9.1% | 3,881 | $289K |
| RHS Financial, LLC | 0.14% | Reduce -21.0% | 3,846 | $286K |
| Syntegra Private Wealth Group, LLC | 0.03% | Reduce -37.8% | 3,845 | $286K |
| Van Diest Capital, LLC | 0.22% | Reduce -20.1% | 3,823 | $284K |
| Adirondack Capital Advisors, LLC | 0.18% | No change | 3,778 | $281K |
| Obermeyer Wealth Partners | 0.01% | Reduce -7.7% | 3,761 | $280K |
| AlphaCore Capital LLC | 0.01% | Add +5.2% | 3,749 | $279K |
| Meeder Advisory Services, Inc. | 0.01% | New | 3,733 | $278K |
| Comprehensive Money Management Services LLC | 0.18% | Add +24.0% | 3,725 | $277K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +19.1% | 3,605 | $275K |
| North Star Asset Management Inc. | 0.01% | No change | 3,695 | $275K |
| Pacific Financial Group Inc. | 0.15% | Add +21.8% | 3,682 | $274K |
| GAMMA Investing LLC | 0.01% | Add +32.8% | 3,681 | $274K |
| TBH Global Asset Management, LLC | 0.06% | Reduce -79.0% | 3,679 | $273K |
| Urban Financial Advisory Corp | 0.10% | No change | 3,668 | $273K |
| Team Hewins, LLC | 0.08% | No change | 3,665 | $272K |
| Athena Investment Management | 0.14% | New | 3,663 | $272K |
| Vickerman Investment Advisors, Inc. | 0.06% | No change | 3,657 | $272K |
| Vantage Point Financial LLC | 0.10% | Reduce -40.8% | 3,656 | $272K |
| Fsa Wealth Partners, Inc. | 0.13% | Add +6.0% | 3,656 | $272K |
| MKT Advisors LLC | 0.09% | No change | 3,605 | $272K |
| Aurdan Capital Management, LLC | 0.08% | No change | 3,647 | $271K |
| Nixon Peabody Trust Co. | 0.02% | Reduce -16.3% | 3,644 | $271K |
| Protective Life Corp. | 0.90% | New | 3,630 | $270K |
| Mission Hills Financial Advisory, LLC | 0.14% | No change | 3,612 | $269K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 3,602 | $268K |
| Synergy Asset Management, LLC | 0.03% | Reduce -91.0% | 3,601 | $268K |
| Bridgewealth Advisory Group, LLC | 0.06% | Reduce -4.0% | 3,569 | $265K |
| Radnor Capital Management, LLC | 0.04% | No change | 3,561 | $265K |
| Russell Investments Group, Ltd. | 0.00% | Add +7.9% | 3,560 | $265K |
| Valmark Advisers, Inc. | 0.00% | Add +6.9% | 3,560 | $265K |
| Pacific Asset Management, LLC | 0.15% | No change | 3,543 | $263K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 3,539 | $263K |
| Freedom Investment Management, Inc. | 0.08% | Reduce -11.2% | 3,508 | $261K |
| Rothschild Investment LLC | 0.01% | Add +55.2% | 3,502 | $260K |
| Marco Investment Management LLC | 0.02% | No change | 3,500 | $260K |
| Frontier Asset Management, LLC | 0.05% | Reduce -2.2% | 3,469 | $258K |
| Acorn Wealth Advisors, LLC | 0.08% | Reduce -0.9% | 3,467 | $258K |
| Townsquare Capital LLC | 0.06% | New | 3,458 | $257K |
| Peregrine Asset Advisers, Inc. | 0.07% | New | 3,457 | $257K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -0.2% | 3,455 | $257K |
| Simon Quick Advisors, LLC | 0.01% | New | 3,454 | $257K |
| Davidson Trust Co. | 0.11% | No change | 3,451 | $257K |
| Proactive Wealth Strategies LLC | 0.05% | New | 3,446 | $256K |
| Huntleigh Advisors, Inc. | 0.04% | No change | 3,440 | $256K |
| Simmons Bank | 0.02% | Add +2.5% | 3,430 | $255K |
| Stonebridge Financial Group, LLC | 0.02% | No change | 3,405 | $253K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.08% | No change | 3,309 | $253K |
| Capital Advisor Network LLC | 0.35% | — | 3,380 | $251K |
| Kraft, Davis & Associates, LLC | 0.05% | New | 3,197 | $248K |
| OneAscent Financial Services LLC | 0.01% | Reduce -7.4% | 3,336 | $248K |
| Empower Advisory Group, LLC | 0.00% | Reduce -13.3% | 3,318 | $247K |
| Peak Planning Group, LLC | 0.07% | Reduce -4.1% | 3,291 | $245K |
| Cornerstone Financial Group, LLC | 0.16% | No change | 3,136 | $243K |
| American National Bank & Trust | 0.02% | No change | 3,262 | $243K |
| Haverford Trust Co | 0.00% | New | 3,259 | $242K |
| Commonwealth Financial Services, LLC | 0.04% | Reduce -0.3% | 3,257 | $242K |
| Plan Group Financial, LLC | 0.06% | New | 3,249 | $242K |
| BCS Wealth Management | 0.05% | Reduce -79.3% | 3,250 | $242K |
| Arwa LLC | 0.12% | New | 3,107 | $241K |
| Oregon Pacific Wealth Management, LLC | 0.25% | Reduce -30.3% | 3,236 | $241K |
| CFO4Life Group, LLC | 0.04% | No change | 3,231 | $240K |
| Atlas Private Wealth Advisors | 0.06% | No change | 3,227 | $240K |
| Fortis Advisors, LLC | 0.12% | No change | 3,215 | $239K |
| FLC Capital Advisors | 0.04% | Add +7.6% | 3,212 | $239K |
| BNP Paribas Financial Markets | 0.00% | Reduce -9.2% | 3,206 | $238K |
| Beto Financial Group, LLC | 0.14% | New | 3,045 | $236K |
| Oarsman Capital, Inc. | 0.03% | No change | 3,168 | $236K |
| Oxford Financial Group, LTD. LLC | 0.01% | Reduce -8.3% | 3,164 | $235K |
| Klingman & Associates, LLC | 0.01% | New | 3,157 | $235K |
| Clarity Financial LLC | 0.03% | Add +0.0% | 3,146 | $234K |
| Paces Ferry Wealth Advisors, LLC | 0.10% | No change | 3,132 | $233K |
| Washington Trust Bank | 0.02% | Add +8.2% | 3,128 | $233K |
| PGIM Custom Harvest LLC | 0.00% | New | 3,110 | $231K |
| Capital Investment Advisors, LLC | 0.00% | Add +6.8% | 3,104 | $231K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -77.3% | 3,101 | $231K |
| Integrated Wealth Management | 0.26% | Reduce -36.1% | 3,085 | $229K |
| Oder Investment Management, LLC | 0.18% | No change | 3,074 | $229K |
| Total Clarity Wealth Management, Inc. | 0.05% | Add +7.4% | 3,068 | $228K |
| TrueWealth Advisors, LLC | 0.06% | Reduce -2.1% | 3,043 | $226K |
| EJMK Ventures LLC | 0.13% | Reduce -26.4% | 3,028 | $225K |
| Optimist Retirement Group LLC | 0.10% | Reduce -2.5% | 3,028 | $225K |
| Bahl & Gaynor LLC | 0.00% | New | 3,028 | $225K |
| Fulton Bank, N.A. | 0.01% | No change | 3,023 | $225K |
| Asset One Wealth Management LLC | 0.02% | Reduce -5.4% | 2,920 | $224K |
| Instrumental Wealth, LLC | 0.14% | Add +19.7% | 3,007 | $224K |
| Avestar Capital, LLC | 0.02% | New | 3,002 | $223K |
| Apollon Financial, LLC | 0.03% | No change | 2,993 | $223K |
| Eclectic Associates Inc. | 0.03% | No change | 2,992 | $222K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | Reduce -3.7% | 2,949 | $219K |
| Stewardship Advisors, LLC | 0.05% | Add +2.4% | 2,942 | $219K |
| Shearwater Capital LLC | 0.11% | No change | 2,898 | $215K |
| Piedmont Capital Management, LLC | 0.14% | New | 2,853 | $212K |
| Summit Global Investments | 0.01% | No change | 2,855 | $212K |
| One Wealth Management Investment & Advisory Services, LLC | 0.26% | Reduce -1.4% | 2,848 | $212K |
| Clark Asset Management, LLC | 0.02% | New | 2,845 | $212K |
| Sachem Hill LLC | 0.04% | Reduce -31.4% | 2,833 | $211K |
| Oak Family Advisors, LLC | 0.06% | No change | 2,820 | $210K |
| JMG Financial Group, Ltd. | 0.01% | Reduce -1.3% | 2,809 | $209K |
| Providence Capital Advisors, LLC | 0.03% | No change | 2,774 | $206K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -3.1% | 2,770 | $206K |
| Xcelsior Advisor Partners LLC | 0.08% | New | 2,760 | $205K |
| Ballentine Capital Advisors, Inc | 0.08% | New | 2,754 | $205K |
| Summit Wealth Group LLC / Co. | 0.02% | New | 2,741 | $204K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.06% | New | 2,734 | $203K |
| Cannon Financial Strategists, Inc. | 0.03% | New | 2,734 | $203K |
| Professional Financial Advisors, LLC | 0.04% | Reduce -30.8% | 2,728 | $203K |
| Soltis Investment Advisors LLC | 0.01% | New | 2,726 | $203K |
| Canandaigua National Trust Co of Florida | 0.16% | New | 2,725 | $203K |
| JGP Wealth Management, LLC | 0.02% | New | 2,724 | $203K |
| BDFS Capital LLC | 0.10% | Reduce -23.7% | 2,706 | $201K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.08% | Reduce -9.6% | 2,651 | $197K |
| Bayban | 0.17% | No change | 2,639 | $196K |
| Rosenberg Matthew Hamilton | 0.04% | Add +0.3% | 2,585 | $192K |
| Hyundai Investments Co., Ltd. | 0.21% | Reduce -57.0% | 2,615 | $189K |
| MeadowBrook Investment Advisors LLC | 0.17% | No change | 2,495 | $186K |
| Horizon Bancorp Inc. | 0.09% | Reduce -2.9% | 2,485 | $185K |
| Wellington Grp LLC | 0.06% | Add +399.6% | 2,478 | $184K |
| Balentine LLC | 0.01% | No change | 2,462 | $183K |
| Zions Bancorporation, National Association | 0.01% | No change | 2,362 | $176K |
| Godfrey Financial Associates, Inc. | 0.15% | Add +37.3% | 2,358 | $175K |
| Triumph Capital Management | 0.04% | Reduce -1.9% | 2,341 | $174K |
| S.A. Mason LLC | 0.06% | No change | 2,291 | $170K |
| Team Financial Group, LLC | 0.08% | No change | 2,285 | $170K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | No change | 2,263 | $168K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 2,212 | $164K |
| Destiny Wealth Partners, LLC | 0.02% | New | 2,196 | $163K |
| Root Financial Partners, LLC | 0.01% | Add +32.2% | 2,196 | $163K |
| Opal Wealth Advisors, LLC | 0.04% | New | 2,195 | $163K |
| SOA Wealth Advisors, LLC. | 0.03% | Reduce -2.5% | 2,178 | $162K |
| Rossby Financial, LCC | 0.03% | Add +225.7% | 2,088 | $157K |
| JDM Financial Group LLC | 0.06% | No change | 2,088 | $155K |
| MCF Advisors LLC | 0.01% | No change | 2,043 | $152K |
| Main Street Group, LTD | 0.05% | New | 1,968 | $146K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 1,918 | $143K |
| Clark Wealth Partners | 0.09% | Reduce -8.4% | 1,892 | $141K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,838 | $137K |
| Bravera Wealth | 0.06% | No change | 1,821 | $135K |
| Tsfg, LLC | 0.02% | Reduce -2.9% | 1,757 | $131K |
| Gilpin Wealth Management, LLC | 0.10% | Reduce -0.6% | 1,637 | $122K |
| Founders Financial Alliance, LLC | 0.02% | Add +10.9% | 1,612 | $120K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,598 | $119K |
| Angeles Wealth Management, LLC | 0.01% | Reduce -59.1% | 1,579 | $117K |
| Signature Equity Partners, LLC | 0.06% | Add +44.3% | 1,522 | $113K |
| Bogart Wealth, LLC | 0.00% | Add +97.5% | 1,507 | $112K |
| Indiana Trust & Investment Management Co | 0.03% | Add +43.2% | 1,406 | $105K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,391 | $103K |
| Bfsg, LLC | 0.01% | Add +34600.0% | 1,388 | $103K |
| True Link Financial Advisors, LLC | 0.01% | New | 1,353 | $101K |
| Navigoe, LLC | 0.06% | No change | 1,348 | $100K |
| Ameriflex Group, Inc. | 0.05% | No change | 1,331 | $99K |
| Matrix Private Capital Group LLC | 0.05% | No change | 1,322 | $98K |
| Measured Wealth Private Client Group, LLC | 0.03% | Add +95.1% | 1,317 | $98K |
| High Note Wealth, LLC | 0.02% | No change | 1,302 | $97K |
| Global Assets Advisory, LLC | 0.03% | New | 1,256 | $93K |
| Tucker Asset Management LLC | 0.03% | Add +39.5% | 1,244 | $92K |
| Hamrick Investment Counsel, llc | 0.05% | Reduce -15.5% | 1,229 | $91K |
| Rice Partnership, LLC | 0.01% | Add +30.6% | 1,220 | $91K |
| Hoey Investments, Inc. | 0.01% | No change | 1,203 | $89K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,115 | $83K |
| City State Bank | 0.02% | No change | 1,060 | $79K |
| Princeton Global Asset Management LLC | 0.01% | Reduce -2.7% | 1,060 | $79K |
| Elevated Capital Advisors, LLC | 0.02% | No change | 1,040 | $77K |
| Tacita Capital Inc | 0.04% | New | 1,000 | $74K |
| Ares Financial Consulting, LLC | 0.06% | No change | 942 | $71K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -0.2% | 936 | $70K |
| Atlantic Private Wealth, LLC | 0.04% | No change | 923 | $69K |
| Birchwood Financial Partners, Inc. | 0.07% | No change | 919 | $68K |
| Financial Consulate, Inc. | 0.01% | New | 905 | $67K |
| Bangor Savings Bank | 0.01% | No change | 891 | $66K |
| Barclays PLC | 0.00% | New | 890 | $66K |
| Ballast Advisors LLC | 0.02% | No change | 838 | $62K |
| Imprint Wealth LLC | 0.28% | No change | 836 | $62K |
| Powell Investment Advisors, LLC | 0.02% | No change | 808 | $60K |
| Financial Network Wealth Advisors LLC | 0.06% | Add +7.5% | 784 | $58K |
| Dunhill Financial, LLC | 0.01% | Add +66.5% | 764 | $57K |
| Signaturefd, LLC | 0.00% | Add +212.4% | 756 | $56K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Add +21.2% | 750 | $56K |
| Strategic Advisory Partners, LLC | 0.04% | New | 741 | $55K |
| Dorato Capital Management | 0.04% | Reduce -12.6% | 692 | $54K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | No change | 692 | $51K |
| NorthAvenue LLC | 0.04% | No change | 675 | $50K |
| Keating Financial Advisory Services, Inc. | 0.01% | Add +7.0% | 668 | $50K |
| Wells Financial Advisors INC | 0.22% | Reduce -67.6% | 665 | $49K |
| First Community Trust NA | 0.04% | Add +107.2% | 659 | $49K |
| Tompkins Financial Corp. | 0.00% | Reduce -17.0% | 650 | $48K |
| Hurley Capital, LLC | 0.03% | Reduce -22.0% | 643 | $48K |
| Highline Wealth Partners LLC | 0.01% | No change | 642 | $48K |
| Aventura Private Wealth, LLC | 0.02% | New | 622 | $46K |
| Rossmore Private Capital | 0.00% | No change | 616 | $46K |
| Collier Financial | 0.03% | No change | 583 | $43K |
| SHP Wealth Management | 0.00% | Reduce -3.3% | 580 | $43K |
| Phillips Financial Management, LLC | 0.00% | No change | 562 | $42K |
| Curio Wealth, LLC | 0.01% | No change | 561 | $42K |
| JNBA Financial Advisors | 0.00% | No change | 550 | $41K |
| Coastline Trust Co | 0.00% | New | 540 | $40K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 529 | $39K |
| Salem Investment Counselors Inc. | 0.00% | New | 529 | $39K |
| Breakwater Investment Management | 0.01% | No change | 528 | $39K |
| MPWM Advisory Solutions, LLC | 0.02% | No change | 499 | $37K |
| Centennial Bank | 0.01% | No change | 496 | $37K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -27.3% | 484 | $36K |
| Innovative Asset Advisors Group, LLC | 0.02% | — | 482 | $36K |
| Addison Advisors LLC | 0.01% | No change | 473 | $35K |
| Abound Wealth Management | 0.01% | Add +8.0% | 472 | $35K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -6.8% | 465 | $35K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 466 | $35K |
| First Command Advisory Services, Inc. | 0.00% | No change | 462 | $34K |
| Richardson Capital Management LLC | 0.02% | No change | 425 | $32K |
| Howe & Rusling Inc. | 0.00% | Reduce -45.3% | 410 | $30K |
| BankPlus Trust Department | 0.01% | No change | 409 | $30K |
| Atwood & Palmer Inc. | 0.00% | No change | 401 | $30K |
| Legacy Bridge, LLC | 0.01% | No change | 400 | $30K |
| CVA Family Office, LLC | 0.00% | No change | 392 | $29K |
| McGuire Capital Advisors Inc. | 0.02% | No change | 372 | $28K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 363 | $27K |
| SYM FINANCIAL Corp | 0.00% | No change | 362 | $27K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Reduce -29.5% | 361 | $26K |
| Rogco, LP | 0.01% | Reduce -14.8% | 346 | $26K |
| 2UniFi Bank | 0.01% | No change | 332 | $25K |
| Chesapeake Asset Management LLC | 0.02% | No change | 325 | $24K |
| Caldwell Trust Co | 0.00% | No change | 324 | $24K |
| Integrity Financial Corp | 0.01% | No change | 322 | $24K |
| Magnolia Wealth Management, LLC | 0.01% | New | 318 | $24K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -62.4% | 306 | $23K |
| Nemes Rush Group LLC | 0.00% | No change | 303 | $23K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 302 | $22K |
| Harbor Asset Planning, Inc. | 0.02% | No change | 296 | $22K |
| Fairman Group, LLC | 0.02% | No change | 291 | $22K |
| CGC Financial Services, LLC | 0.01% | No change | 280 | $21K |
| KERR FINANCIAL PLANNING Corp | 0.01% | No change | 256 | $20K |
| Valley National Advisers Inc. | 0.00% | No change | 267 | $19K |
| Tidemark, LLC | 0.00% | New | 250 | $19K |
| EPG Wealth Management LLC | 0.00% | No change | 245 | $18K |
| Avion Wealth | 0.00% | No change | 246 | $18K |
| Crewe Advisors LLC | 0.00% | No change | 235 | $17K |
| Vanguard National Trust Co | 0.00% | — | 230 | $17K |
| Eastern Bank | 0.00% | No change | 217 | $16K |
| MTM Investment Management, LLC | 0.01% | No change | 211 | $16K |
| Adkins Seale Capital Management LLC | 0.02% | Reduce -40.3% | 206 | $15K |
| TopTier Wealth Management, LLC | 0.01% | New | 206 | $15K |
| Archer Investment Corp | 0.00% | No change | 201 | $15K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 190 | $14K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 188 | $14K |
| Advocate Investing Services LLC | 0.01% | New | 187 | $14K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 179 | $13K |
| Grand Wealth Management, LLC | 0.01% | Reduce -9.2% | 178 | $13K |
| Kozak & Associates, Inc. | 0.00% | Add +3.7% | 169 | $13K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -99.1% | 176 | $13K |
| Smithfield Trust Co | 0.00% | No change | 183 | $13K |
| Reyes Financial Architecture, Inc. | 0.01% | Reduce -1.7% | 174 | $13K |
| Evermay Wealth Management LLC | 0.00% | No change | 159 | $12K |
| Financial Freedom, LLC | 0.01% | New | 157 | $12K |
| United Community Bank | 0.00% | No change | 155 | $12K |
| Delos Wealth Advisors, LLC | 0.01% | Reduce -2.5% | 153 | $11K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 150 | $11K |
| Gill Capital Partners, LLC | 0.00% | New | 148 | $11K |
| TOWER TRUST & INVESTMENT Co | 0.01% | No change | 144 | $11K |
| Parvin Asset Management, LLC | 0.01% | No change | 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% | No change | 136 | $10K |
| Lummis Asset Management, LP | 0.01% | No change | 133 | $10K |
| Trust Co | 0.00% | No change | 128 | $10K |
| Walsh & Associates, LLC | 0.01% | No change | 127 | $9K |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 122 | $9K |
| Ankerstar Wealth, LLC | 0.01% | No change | 120 | $9K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 116 | $9K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 116 | $8K |
| Napier Financial, LLC | 0.00% | New | 105 | $8K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 101 | $8K |
| Simplex Trading, LLC | 0.00% | New | 100 | $7K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 97 | $7K |
| Coston, McIsaac & Partners | 0.00% | No change | 104 | $7K |
| Grove Bank & Trust | 0.00% | New | 90 | $7K |
| Adirondack Trust Co. | 0.00% | Add +83.7% | 90 | $7K |
| Caitlin John, LLC | 0.00% | No change | 87 | $6K |
| Richards, Merrill & Peterson, Inc. | 0.00% | No change | 86 | $6K |
| Sittner & Nelson, LLC | 0.00% | No change | 84 | $6K |
| JPL Wealth Management, LLC | 0.00% | New | 81 | $6K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 72 | $5K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 71 | $5K |
| Topsail Wealth Management, LLC | 0.00% | No change | 67 | $5K |
| Alerus Financial NA | 0.00% | Reduce -2.9% | 67 | $5K |
| ESL Trust Services, LLC | 0.00% | No change | 66 | $5K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 60 | $4K |
| City Holding Co. | 0.00% | No change | 60 | $4K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 60 | $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% | No change | 50 | $4K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 50 | $4K |
| Wagner Wealth Management, LLC | 0.00% | New | 48 | $4K |
| Hoese & Co LLP | 0.00% | No change | 48 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 47 | $3K |
| Barrett & Company, Inc. | 0.00% | Reduce -30.9% | 47 | $3K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 44 | $3K |
| United Financial Planning Group LLC | 0.00% | No change | 42 | $3K |
| Strategic Wealth Advisors LLC | 0.00% | No change | 49 | $3K |
| McIlrath & Eck, LLC | 0.00% | No change | 40 | $3K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 38 | $3K |
| Wolff Wiese Magana LLC | 0.00% | Add +146.7% | 37 | $3K |
| Roxbury Financial LLC | 0.00% | No change | 36 | $3K |
| Pillar Financial Advisors, LLC | 0.00% | No change | 35 | $3K |
| Provident Wealth Management, LLC | 0.00% | No change | 34 | $3K |
| Register Financial Advisors LLC | 0.00% | No change | 33 | $2K |
| Motco | 0.00% | No change | 29 | $2K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 28 | $2K |
| Rachor Investment Advisory Services, LLC | 0.00% | New | 23 | $2K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 22 | $2K |
| Orion Capital Management LLC | 0.00% | New | 17 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -84.1% | 17 | $1K |
| Darwin Wealth Management, LLC | 0.00% | New | 17 | $1K |
| Front Row Advisors LLC | 0.00% | No change | 8 | $595 |
| Graney & King, LLC | 0.00% | New | 7 | $520 |
| Manning & Napier Advisors LLC | 0.00% | No change | 4 | $296 |
"% 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.