iShares MSCI Eafe Value ETFEFVETF

13F holders, Q1 2026 (March 31)
1,266holders +30
100new positions
55sold out
5famous investors
$74.18avg. 13F price*

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

InstitutionsTotal Value
New Positions100$119.6M
Exits55$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.