iShares MSCI Eafe Value ETFEFVETF
13F holders, Q2 2026 (June 30)1,251holders −15
80new positions
94sold out
4famous investors
$76.52avg. 13F price*
At the end of Q2 2026, 1,251 institutions reported holding iShares MSCI Eafe Value ETF (EFV) in their 13F filings, down 15 from Q1 2026. 80 opened new positions and 94 sold out. The largest holders were Envestnet Asset Management Inc. ($2.5B), FMR LLC ($1.3B) and US Bancorp \de ($1.1B). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $77.9M |
| Exits | 94 | $374.3M |
All 13F filers, Q1 2026 → Q2 2026: 12,936,799 shares bought and 84,318,237 shares sold, net −71,381,438 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,251 holders
| Envestnet Asset Management Inc. | 0.58% | Reduce -45.9% | 32,274,634 | $2.5B |
| FMR LLC | 0.06% | Add +2.6% | 17,424,650 | $1.3B |
| US Bancorp \de | 1.18% | Add +1.2% | 14,137,778 | $1.1B |
| LPL Financial LLC | 0.23% | Reduce -35.3% | 13,493,721 | $1.0B |
| JPMorgan Chase & Co. | 0.05% | Reduce -19.3% | 10,814,234 | $828.0M |
| Bank of America Corp. | 0.05% | Reduce -7.5% | 9,571,701 | $732.7M |
| Morgan Stanley | 0.04% | Reduce -22.8% | 9,234,472 | $706.9M |
| Jones Financial Companies LLLP | 0.23% | Add +1.4% | 7,542,634 | $574.2M |
| Dynasty Wealth Management, LLC | 2.67% | Add +33.4% | 4,699,261 | $359.7M |
| Ameriprise Financial Inc. | 0.07% | Reduce -34.1% | 4,537,921 | $347.3M |
| Alliancebernstein L.P. | 0.10% | Add +9.9% | 4,200,484 | $312.3M |
| Auto-Owners Insurance Co | 6.85% | Reduce -13.6% | 3,963,000 | $303.4M |
| Park Avenue Securities LLC | 1.66% | Reduce -40.9% | 3,462,556 | $265.1M |
| UBS Group AG | 0.04% | Reduce -5.4% | 3,062,333 | $234.4M |
| RiverFront Investment Group, LLC | 3.01% | Add +5.9% | 2,969,235 | $227.3M |
| PNC Financial Services Group, Inc. | 0.11% | Reduce -5.0% | 2,891,846 | $221.4M |
| Baird Financial Group, Inc. | 0.28% | Reduce -1.7% | 2,670,449 | $204.4M |
| MML Investors Services, LLC | 0.41% | Reduce -33.6% | 2,615,105 | $200.2M |
| Royal Bank of Canada | 0.03% | Reduce -10.4% | 2,419,152 | $185.2M |
| Hamilton Capital, LLC | 8.99% | Reduce -1.0% | 2,371,555 | $181.5M |
| Wells Fargo & Company | 0.03% | Reduce -13.1% | 2,194,843 | $168.0M |
| Signature Estate & Investment Advisors LLC | 3.01% | Add +0.3% | 2,182,943 | $167.1M |
| OpenArc Corporate Advisory, LLC | 1.98% | Add +47.2% | 2,176,670 | $166.6M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.57% | Reduce -3.8% | 2,172,399 | $166.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.39% | Add +6.3% | 2,134,694 | $163.4M |
| Cetera Investment Advisers | 0.15% | Reduce -45.7% | 2,126,809 | $162.8M |
| Hackensack Meridian Health, Inc. | 10.86% | Add +146.3% | 2,101,000 | $160.8M |
| Raymond James Financial Inc. | 0.04% | Reduce -5.2% | 2,088,167 | $159.8M |
| Sagespring Wealth Partners, LLC | 2.45% | Add +26.4% | 2,080,637 | $159.3M |
| BlackRock, Inc. | 0.00% | Reduce -13.2% | 1,950,110 | $149.3M |
| Mariner, LLC | 0.15% | Add +112.9% | 1,892,172 | $144.8M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +2.9% | 1,829,754 | $140.1M |
| Envestnet Portfolio Solutions, Inc. | 0.65% | Reduce -58.0% | 1,783,999 | $136.6M |
| Composition Wealth, LLC | 1.54% | Reduce -16.9% | 1,718,610 | $131.6M |
| Savant Capital, LLC | 0.35% | Add +26.5% | 1,522,673 | $118.3M |
| Merit Financial Group, LLC | 0.72% | Reduce -35.7% | 1,524,185 | $116.7M |
| Natixis Advisors, LLC | 0.13% | Add +49.5% | 1,516,211 | $116.1M |
| Focus Partners Wealth | 0.11% | Reduce -7.2% | 1,353,068 | $103.6M |
| Osaic Holdings, Inc. | 0.12% | Add +7.6% | 1,330,566 | $101.9M |
| Truist Financial Corp. | 0.12% | Reduce -45.2% | 1,312,054 | $100.4M |
| Janney Montgomery Scott LLC | 0.19% | Reduce -51.8% | 1,300,382 | $99.5M |
| Modera Wealth Management, LLC | 1.05% | Reduce -3.8% | 1,284,516 | $98.3M |
| Alesco Advisors, LLC, An ESL Co | 2.25% | Reduce -1.1% | 1,283,914 | $98.3M |
| M&T Bank Corp | 0.28% | Reduce -1.4% | 1,236,800 | $94.7M |
| NewEdge Advisors, LLC | 0.28% | Reduce -49.4% | 1,235,409 | $94.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -53.4% | 1,157,058 | $88.6M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -26.4% | 1,086,906 | $83.2M |
| Beacon Pointe Advisors, LLC | 0.38% | Add +10.9% | 1,070,367 | $81.9M |
| Aspiriant, LLC | 2.01% | Reduce -0.8% | 1,061,079 | $81.2M |
| Sanctuary Advisors, LLC | 0.37% | Reduce -40.9% | 1,040,740 | $79.7M |
| OneDigital Investment Advisors LLC | 0.66% | Reduce -47.1% | 1,016,945 | $77.8M |
| Sofi Wealth, LLC | 3.11% | Add +5.6% | 1,010,564 | $77.4M |
| Foundations Investment Advisors, LLC | 0.73% | Reduce -52.8% | 925,724 | $70.9M |
| AE Wealth Management LLC | 0.32% | Reduce -2.5% | 906,149 | $69.4M |
| Financial Synergies Wealth Advisors, Inc. | 5.69% | Reduce -2.4% | 877,262 | $67.2M |
| Pacific Life Fund Advisors LLC | 7.18% | Add +85.2% | 852,714 | $65.3M |
| Mercer Global Advisors Inc. | 0.08% | Add +47.6% | 832,940 | $63.8M |
| Brave Asset Management Inc. | 13.43% | Add +11.2% | 820,429 | $62.8M |
| Cary Street Partners Financial LLC | 1.33% | Add +11.3% | 814,245 | $60.9M |
| Citadel Advisors | 0.03% | Add +143.2% | 774,251 | $59.3M |
| Stifel Financial Corp. | 0.05% | Reduce -39.8% | 769,246 | $58.9M |
| Pathstone Holdings, LLC | 0.16% | Reduce -15.4% | 735,092 | $56.3M |
| Cerity Partners LLC | 0.07% | Reduce -29.8% | 732,006 | $56.0M |
| JB Capital LLC | 1.83% | Reduce -57.1% | 691,188 | $52.9M |
| Allspring Global Investments Holdings, LLC | 0.07% | Add +68.1% | 637,522 | $48.8M |
| Prosperity Consulting Group, LLC | 1.81% | Add +8.1% | 626,287 | $47.9M |
| Focus Partners Advisor Solutions, LLC | 0.40% | Add +60.8% | 615,971 | $47.2M |
| 1607 Capital Partners, LLC | 3.96% | Add +112.9% | 593,884 | $45.5M |
| First American Trust, FSB | 2.66% | Reduce -1.9% | 576,447 | $44.1M |
| Kestra Advisory Services, LLC | 0.14% | Add +7.1% | 566,476 | $43.4M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -32.5% | 551,628 | $42.2M |
| Franklin Resources Inc. | 0.01% | Add +14.7% | 543,300 | $41.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -4.0% | 530,307 | $40.6M |
| Octavia Wealth Advisors, LLC | 3.50% | Add +5.0% | 530,172 | $40.6M |
| Waller Financial Planning Group, Inc. | 8.20% | Add +1.7% | 519,921 | $39.8M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -3.3% | 512,138 | $39.2M |
| Waverly Advisors, LLC | 0.22% | Add +0.1% | 505,703 | $38.7M |
| Fifth Third Bancorp | 0.06% | Reduce -1.1% | 500,177 | $38.3M |
| HighTower Advisors, LLC | 0.04% | Reduce -5.3% | 496,401 | $38.0M |
| EP Wealth Advisors, LLC | 0.14% | Reduce -0.3% | 491,391 | $37.6M |
| UMB Bank, n.a. | 0.47% | Reduce -4.7% | 481,123 | $36.8M |
| United Capital Financial Advisors, LLC | 0.20% | Reduce -57.8% | 479,937 | $36.7M |
| Elgethun Capital Management | 5.04% | Add +3.3% | 472,684 | $36.2M |
| Thrivent Financial for Lutherans | 0.06% | Reduce -48.2% | 464,683 | $35.6M |
| Captrust Financial Advisors | 0.05% | Reduce -2.0% | 464,429 | $35.6M |
| Affinity Capital Advisors, LLC | 4.29% | Add +4.3% | 442,403 | $34.7M |
| Bank of Montreal | 0.01% | Add +3.2% | 446,661 | $34.2M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -20.3% | 412,652 | $32.3M |
| Concurrent Investment Advisors, LLC | 0.27% | Add +27.8% | 411,458 | $31.5M |
| Townsend & Associates, Inc | 2.62% | Reduce -0.8% | 395,138 | $30.8M |
| BNP Paribas Financial Markets | 0.02% | Add +12089.0% | 390,780 | $29.9M |
| IHT Wealth Management, LLC | 0.62% | Reduce -14.3% | 381,585 | $29.2M |
| TD Private Client Wealth LLC | 0.52% | Add +1.5% | 370,014 | $28.3M |
| Icon Wealth Advisors, LLC | 1.69% | Reduce -42.3% | 367,357 | $28.1M |
| Bokf, NA | 0.38% | Add +3.9% | 362,180 | $27.7M |
| Farther Finance Advisors, LLC | 0.21% | Reduce -26.9% | 351,408 | $26.9M |
| AQR Capital Management | 0.01% | Add +12.9% | 351,113 | $26.9M |
| Nomura Asset Management Co. Ltd. | 0.06% | Add +3818.4% | 339,566 | $26.0M |
| One Capital Management, LLC | 0.72% | No change | 345,574 | $25.7M |
| Integrity Alliance, Llc. | 0.79% | Reduce -32.8% | 329,694 | $25.2M |
| Atria Investments, Inc | 0.24% | Reduce -54.8% | 314,256 | $24.1M |
| Kestra Private Wealth Services, LLC | 0.26% | Add +0.9% | 311,956 | $23.9M |
| Prudential Financial Inc. | 0.03% | Reduce -41.3% | 311,301 | $23.8M |
| Arete Wealth Advisors, LLC | 1.55% | Reduce -3.1% | 305,937 | $23.4M |
| Bruce G. Allen Investments, LLC | 14.79% | Reduce -4.9% | 303,162 | $23.2M |
| Integrated Wealth Concepts LLC | 0.14% | Reduce -1.8% | 280,854 | $21.5M |
| Ascent Group, LLC | 0.63% | Reduce -38.0% | 276,887 | $21.2M |
| Integrated Capital Management, Inc. | 14.69% | Add +5.7% | 275,128 | $21.1M |
| Verdence Capital Advisors LLC | 1.10% | Add +1.7% | 273,196 | $20.9M |
| Johnson Investment Counsel Inc. | 0.15% | Add +4.1% | 270,141 | $20.7M |
| Plancorp, LLC | 0.50% | Add +5.5% | 264,652 | $20.7M |
| Marks Group Wealth Management, Inc | 1.78% | Reduce -40.1% | 267,272 | $20.5M |
| Susquehanna International Group, LLP | 0.02% | Reduce -37.5% | 264,763 | $20.3M |
| FAS Wealth Partners, Inc. | 1.04% | Add +0.2% | 261,784 | $20.0M |
| Ball & Co Wealth Management Inc. | 14.00% | Add +3.0% | 257,929 | $19.7M |
| Wakefield Asset Management LLLP | 4.36% | Add +10.8% | 252,913 | $19.4M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.06% | New | 251,480 | $19.3M |
| Vise Technologies, Inc. | 0.21% | Add +356.5% | 246,568 | $18.9M |
| Associated Banc-Corp | 0.45% | Add +8.3% | 246,269 | $18.9M |
| Meridian Wealth Partners, LLC | 2.24% | Add +2.2% | 241,314 | $18.5M |
| Checchi Capital Advisers, LLC | 1.17% | Add +0.3% | 240,395 | $18.4M |
| Summit Trail Advisors, LLC | 0.23% | Add +0.2% | 238,568 | $18.3M |
| Elevated Financial Group LLC | 5.13% | Add +10.7% | 237,455 | $18.2M |
| MA Private Wealth | 2.70% | Reduce -7.9% | 237,000 | $18.1M |
| Greenleaf Trust | 0.17% | Reduce -2.2% | 234,257 | $17.9M |
| Creative Planning | 0.01% | Add +2.2% | 234,205 | $17.9M |
| Hemming& Wealth Management, Inc. | 10.79% | Add +1.4% | 231,646 | $17.7M |
| Accredited Investors Inc. | 0.77% | Reduce -1.4% | 231,526 | $17.7M |
| Citigroup Inc. | 0.01% | Add +9.8% | 231,514 | $17.7M |
| Financial Life Advisors | 4.99% | Reduce -2.4% | 229,096 | $17.5M |
| Corient Private Wealth LP | 0.02% | Add +1.4% | 226,909 | $17.4M |
| World Investment Advisors | 0.29% | Reduce -22.8% | 230,570 | $17.3M |
| Robertson Stephens Wealth Management, LLC | 0.42% | Reduce -1.8% | 223,911 | $17.1M |
| Mgo One Seven LLC | 0.28% | Reduce -50.2% | 223,905 | $17.1M |
| Kingdom Financial Group LLC. | 4.37% | Add +10.8% | 223,583 | $17.1M |
| Blair William & Co. | 0.04% | Add +1.4% | 216,505 | $16.6M |
| Ashton Thomas Private Wealth, LLC | 0.34% | Reduce -20.7% | 215,428 | $16.5M |
| Fiducient Advisors LLC | 2.32% | Add +2.7% | 211,734 | $16.2M |
| Aptus Capital Advisors, LLC | 0.12% | Add +6.5% | 205,555 | $15.7M |
| Sequoia Financial Advisors, LLC | 0.08% | Add +1.6% | 203,677 | $15.6M |
| Orion Porfolio Solutions, LLC | 0.12% | Reduce -43.0% | 202,554 | $15.5M |
| Moneta Group Investment Advisors LLC | 0.11% | Reduce -6.4% | 200,228 | $15.3M |
| Strategic Blueprint, LLC | 0.76% | Reduce -35.0% | 199,365 | $15.3M |
| HighMark Wealth Management LLC | 5.11% | Reduce -9.6% | 199,183 | $15.2M |
| L2 Asset Management, LLC | 1.57% | Add +6.9% | 197,547 | $15.1M |
| Pinnacle Wealth Planning Services, Inc. | 1.43% | Add +3.5% | 195,509 | $15.0M |
| Assetmark, Inc. | 0.03% | Add +56.5% | 194,912 | $14.9M |
| Integrated Capital Management, LLC | 5.28% | Add +3.3% | 191,335 | $14.6M |
| Baker Avenue Asset Management, LP | 0.28% | Add +0.8% | 189,381 | $14.5M |
| Unique Wealth, LLC | 1.66% | Add +23.3% | 185,555 | $14.2M |
| Quent Capital, LLC | 0.84% | Reduce -0.1% | 179,380 | $13.7M |
| Ancora Advisors LLC | 0.26% | Reduce -7.0% | 178,309 | $13.6M |
| &partners | 0.06% | Reduce -42.1% | 177,484 | $13.6M |
| Guardian Wealth Advisors, LLC / NC | 0.76% | Add +2.3% | 175,178 | $13.4M |
| Stone House Investment Management, LLC | 1.78% | Reduce -54.5% | 174,577 | $13.4M |
| Sax Wealth Advisors, LLC | 0.54% | Reduce -0.9% | 179,221 | $13.3M |
| CSM Advisors, LLC | 0.28% | Reduce -8.0% | 172,522 | $13.2M |
| LifeWealth Investments, LLC | 3.52% | Add +6.9% | 171,963 | $13.2M |
| Global Retirement Partners, LLC | 0.20% | — | 169,964 | $13.0M |
| Keebeck Wealth Management | 1.26% | Reduce -27.6% | 168,799 | $12.9M |
| Van Hulzen Asset Management, LLC | 0.91% | Reduce -1.1% | 167,256 | $12.8M |
| BIP Wealth, LLC | 0.36% | Add +9.7% | 166,410 | $12.7M |
| Valence8 US LP | 4.24% | Reduce -40.2% | 166,318 | $12.7M |
| Cardinal Strategic Wealth Guidance | 2.84% | Reduce -50.2% | 163,713 | $12.5M |
| Sharkey, Howes & Javer | 1.51% | Reduce -51.7% | 163,437 | $12.5M |
| TD Waterhouse Canada Inc. | 0.03% | Add +57.8% | 160,087 | $12.3M |
| Liberty Wealth Management LLC | 1.52% | No change | 162,787 | $12.1M |
| Advisory Services Network, LLC | 0.14% | Reduce -13.6% | 158,237 | $12.1M |
| RTD Financial Advisors, Inc. | 1.32% | Reduce -1.9% | 158,110 | $12.1M |
| Client 1ST Advisory Group, LLC | 3.24% | Add +6.4% | 157,489 | $12.1M |
| Shum Financial Group, Inc. | 7.18% | Add +3.6% | 155,552 | $11.9M |
| Farmers & Merchants Trust Co of Chambersburg PA | 3.02% | Add +1.5% | 155,426 | $11.9M |
| Perigon Wealth Management, LLC | 0.18% | Reduce -54.5% | 151,231 | $11.6M |
| N.E.W. Advisory Services LLC | 0.74% | Add +6.5% | 144,126 | $11.0M |
| Central Pacific Bank - Trust Division | 1.16% | Add +123.0% | 143,948 | $11.0M |
| Forthright Family Wealth Advisory LLC | 6.20% | Reduce -0.4% | 143,040 | $10.9M |
| McLean Asset Management Corp | 1.45% | Reduce -3.2% | 135,356 | $10.9M |
| Arax Advisory Partners | 0.07% | Add +119.0% | 142,918 | $10.9M |
| Centerline Wealth Advisors, LLC | 3.41% | Add +25.9% | 142,167 | $10.9M |
| Snowden Capital Advisors LLC | 0.26% | Reduce -2.7% | 142,116 | $10.9M |
| Lido Advisors, LLC | 0.04% | Reduce -63.1% | 141,906 | $10.9M |
| Maia Wealth LLC | 1.59% | Reduce -11.4% | 140,657 | $10.8M |
| BOK Financial Private Wealth, Inc. | 0.55% | Reduce -2.1% | 140,640 | $10.8M |
| Howard Bailey Securities, LLC | 4.02% | Add +2.9% | 140,003 | $10.7M |
| Apollon Wealth Management, LLC | 0.13% | Reduce -27.4% | 139,165 | $10.7M |
| Prospera Financial Services Inc | 0.15% | Add +5.7% | 137,070 | $10.5M |
| Staley Capital Advisers Inc. | 0.40% | No change | 134,908 | $10.3M |
| Allworth Financial LP | 0.04% | Reduce -2.2% | 134,709 | $10.3M |
| Wealth Alliance, LLC | 0.85% | Reduce -48.3% | 132,701 | $10.2M |
| Watershed Private Wealth LLC | 2.85% | Reduce -33.7% | 131,984 | $10.1M |
| Select Asset Management & Trust | 2.90% | Reduce -1.5% | 131,516 | $10.1M |
| Callan Family Office, LLC | 0.20% | Add +12.2% | 130,937 | $10.0M |
| Northern Trust Corp. | 0.00% | Reduce -4.0% | 128,662 | $9.8M |
| SteelPeak Wealth, LLC | 0.25% | Reduce -61.4% | 126,309 | $9.7M |
| Eq LLC | 2.37% | Reduce -63.8% | 125,899 | $9.6M |
| Simplicity Wealth,LLC | 0.32% | Reduce -24.3% | 125,349 | $9.6M |
| Choreo, LLC | 0.11% | Add +2.7% | 125,338 | $9.6M |
| Fifth Third Wealth Advisors LLC | 0.27% | Reduce -20.6% | 124,242 | $9.5M |
| Johnson Financial Group, Inc. | 0.31% | Add +0.7% | 123,965 | $9.5M |
| Trek Financial, LLC | 0.47% | Reduce -52.4% | 122,954 | $9.4M |
| Diversify Advisory Services, LLC | 0.16% | New | 118,217 | $9.4M |
| Diversify Wealth Management, LLC | 0.16% | Reduce -43.2% | 118,217 | $9.4M |
| Wealthcare Advisory Partners LLC | 0.17% | Add +1.4% | 120,520 | $9.2M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -39.6% | 120,209 | $9.2M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.93% | Reduce -52.7% | 119,863 | $9.2M |
| Glenmede Trust Co. NA | 0.04% | Add +1.6% | 117,649 | $9.0M |
| Apella Capital, LLC | 0.13% | Reduce -1.9% | 114,996 | $9.0M |
| PAX Financial Group, LLC | 1.33% | Reduce -59.1% | 117,311 | $9.0M |
| Courier Capital LLC | 0.45% | Add +7.6% | 117,174 | $9.0M |
| Brady Martz Wealth Solutions, LLC | 1.35% | Add +1.6% | 116,476 | $8.9M |
| Keystone Financial Services | 2.28% | Reduce -53.3% | 115,581 | $8.8M |
| Spire Wealth Management | 0.27% | Reduce -4.3% | 114,765 | $8.8M |
| North Star Investment Management Corp. | 0.48% | Reduce -1.0% | 114,539 | $8.8M |
| Capital Advantage, Inc. | 1.05% | Reduce -1.1% | 111,938 | $8.6M |
| Able Wealth Management LLC | 1.96% | Reduce -37.8% | 111,413 | $8.5M |
| Ocean Park Asset Management, LLC | 0.41% | New | 111,377 | $8.5M |
| Storen Legacy Partners, LLC | 2.26% | Add +32.4% | 108,360 | $8.3M |
| VestGen Advisors, LLC | 0.24% | Reduce -5.8% | 108,094 | $8.3M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +8.0% | 106,688 | $8.2M |
| Voya Investment Management LLC | 0.01% | Reduce -28.2% | 105,635 | $8.1M |
| Kathmere Capital Management, LLC | 0.43% | Reduce -1.9% | 104,929 | $8.0M |
| Resolute Wealth Advisor, Inc. | 4.52% | No change | 106,795 | $7.9M |
| Capital Analysts, LLC | 0.18% | Reduce -37.9% | 103,493 | $7.9M |
| Kilter Group LLC | 2.87% | Reduce -42.0% | 103,351 | $7.9M |
| Sovran Advisors, LLC | 0.58% | Reduce -33.0% | 97,677 | $7.8M |
| Seneca Financial Advisors LLC | 2.02% | Reduce -0.1% | 101,611 | $7.8M |
| 1ST Source Bank | 0.35% | Reduce -9.3% | 101,372 | $7.8M |
| Dorsey & Whitney Trust CO LLC | 0.38% | Add +0.0% | 101,021 | $7.7M |
| Cavalier Investments, LLC | 2.83% | New | 100,441 | $7.7M |
| Atlas Capital Advisors Inc. | 0.84% | Reduce -2.2% | 99,983 | $7.7M |
| CoreCap Advisors, LLC | 0.23% | Reduce -21.1% | 99,709 | $7.6M |
| Regal Investment Advisors LLC | 0.39% | Reduce -51.3% | 98,986 | $7.6M |
| West Wealth Group, LLC | 1.24% | Reduce -62.5% | 98,735 | $7.6M |
| Rothschild Wealth LLC | 0.60% | Reduce -48.2% | 98,217 | $7.5M |
| Montecito Bank & Trust | 1.12% | Add +1.2% | 97,751 | $7.5M |
| Brookstone Capital Management | 0.07% | Reduce -50.4% | 97,548 | $7.5M |
| Pinnacle Financial Partners, Inc. | 0.05% | Reduce -2.6% | 97,501 | $7.5M |
| Avantax Planning Partners, Inc. | 0.18% | Add +0.1% | 96,419 | $7.4M |
| Advus Financial Partners, LLC | 1.66% | Reduce -8.2% | 95,545 | $7.3M |
| Sterling Capital Management LLC | 0.12% | Reduce -0.9% | 95,250 | $7.3M |
| NorthRock Partners, LLC | 0.11% | Reduce -2.4% | 95,082 | $7.3M |
| Equitable Holdings, Inc. | 0.04% | Reduce -7.3% | 94,500 | $7.2M |
| Creative Financial Designs Inc. | 0.34% | Reduce -27.6% | 93,759 | $7.2M |
| Stage Harbor Financial, LLC | 4.10% | Reduce -0.0% | 92,606 | $7.1M |
| Apeiron RIA LLC | 1.82% | Reduce -50.9% | 95,001 | $7.1M |
| Lansing Street Advisors | 1.50% | Reduce -22.9% | 92,229 | $7.1M |
| Modern Wealth Management, LLC | 0.08% | Reduce -50.4% | 91,906 | $7.0M |
| Noble Family Wealth, LLC | 1.26% | Add +7.4% | 91,785 | $7.0M |
| Montgomery Financial Services LLC | 6.10% | — | 91,634 | $7.0M |
| Larson Financial Group LLC | 0.18% | Reduce -59.4% | 91,606 | $7.0M |
| Swmg, LLC | 1.63% | Reduce -55.4% | 87,886 | $6.9M |
| Quantinno Capital Management LP | 0.01% | Add +31.9% | 89,662 | $6.9M |
| Cypress Wealth Services, LLC | 0.82% | Reduce -56.2% | 87,184 | $6.7M |
| Founders Financial Alliance, LLC | 0.88% | Add +5285.4% | 86,813 | $6.6M |
| Key Capital Management, INC | 3.40% | Add +33.6% | 86,213 | $6.6M |
| New World Advisors LLC | 1.11% | Add +21.9% | 85,132 | $6.5M |
| Arkadios Wealth Advisors | 0.10% | Reduce -46.5% | 84,315 | $6.5M |
| Kickstand Ventures, Llc. | 1.16% | Reduce -1.7% | 83,296 | $6.4M |
| Stock Yards Bank & Trust Co. | 0.18% | Reduce -0.2% | 81,900 | $6.3M |
| LiftPoint Family Wealth Advisors LLC | 4.25% | Reduce -28.1% | 81,897 | $6.3M |
| Causey Wealth LLC | 2.42% | Reduce -5.0% | 80,959 | $6.2M |
| One Wealth Advisors, LLC | 0.68% | Reduce -57.9% | 80,912 | $6.2M |
| Legacy Financial Group LLC | 0.70% | Reduce -57.6% | 80,653 | $6.2M |
| Clifford Group, LLC | 4.26% | Reduce -6.4% | 80,425 | $6.2M |
| Advyzon Investment Management, LLC | 0.45% | Reduce -45.7% | 80,424 | $6.2M |
| Landing Point Financial Group, LLC | 2.09% | Reduce -18.5% | 80,378 | $6.2M |
| Fiduciary Trust Co | 0.07% | Add +0.5% | 80,076 | $6.1M |
| Parkside Financial Bank & Trust | 0.42% | Add +5.3% | 79,629 | $6.1M |
| Cary Street Partners Investment Advisory LLC | 1.22% | Add +28.9% | 78,757 | $6.0M |
| Robinswood Financial LLC | 1.72% | Reduce -0.3% | 78,491 | $6.0M |
| Corepath Wealth Partners LLC | 3.74% | Reduce -0.4% | 77,248 | $6.0M |
| Lineweaver Wealth Advisors, LLC | 0.71% | Reduce -61.7% | 77,965 | $6.0M |
| United Asset Strategies, Inc. | 0.42% | Reduce -0.3% | 77,750 | $6.0M |
| Geneos Wealth Management Inc. | 0.12% | Reduce -0.9% | 75,493 | $5.8M |
| Outlook Wealth Advisors, LLC | 1.25% | Add +2.3% | 75,388 | $5.8M |
| Rockland Trust Co. | 0.23% | Reduce -2.6% | 75,265 | $5.8M |
| OneAscent Family Office, LLC | 2.89% | Add +62.8% | 74,720 | $5.7M |
| Golden State Wealth Management, LLC | 0.52% | Add +98.3% | 74,422 | $5.7M |
| Elevate Wealth Advisory, Inc. | 3.23% | Add +0.9% | 73,816 | $5.7M |
| Blue Trust, Inc. | 0.06% | Reduce -58.2% | 73,685 | $5.6M |
| Maryland Capital Advisors Inc. | 1.81% | — | 73,593 | $5.6M |
| Riverwater Partners LLC | 1.64% | No change | 72,288 | $5.5M |
| Stonebrook Private Inc. | 1.00% | Reduce -63.7% | 71,749 | $5.5M |
| IF Advisors, LLC | 3.55% | Add +11.7% | 70,505 | $5.4M |
| Zhang Financial LLC | 0.16% | Reduce -2.4% | 69,768 | $5.3M |
| Vestmark Advisory Solutions, Inc. | 0.05% | Add +5.9% | 69,594 | $5.3M |
| DV Equities, LLC | 0.77% | — | 69,483 | $5.3M |
| Symmetry Partners, LLC | 0.27% | Reduce -1.4% | 69,468 | $5.3M |
| Drive Wealth Management, LLC | 0.95% | Add +0.3% | 69,271 | $5.3M |
| Wealth Architects, LLC | 0.42% | Reduce -3.5% | 69,055 | $5.3M |
| Private Advisor Group, LLC | 0.02% | Reduce -72.7% | 68,774 | $5.3M |
| 180 Wealth Advisors, LLC | 0.53% | Reduce -7.4% | 68,633 | $5.3M |
| Elevation Point Wealth Partners, LLC | 0.10% | Reduce -46.1% | 67,937 | $5.2M |
| Principal Securities, Inc. | 0.06% | Reduce -26.3% | 67,285 | $5.2M |
| Key Financial Inc | 0.84% | Add +14.5% | 67,082 | $5.1M |
| WealthShield Partners, LLC | 0.78% | Reduce -53.3% | 66,966 | $5.1M |
| Yukon Wealth Management, Inc. | 1.47% | Add +6.3% | 66,865 | $5.1M |
| Beacon Bridge Wealth Partners, LLC | 1.45% | Reduce -32.9% | 66,431 | $5.1M |
| Harbor Group, Inc. | 0.58% | Add +1.8% | 64,126 | $4.9M |
| Cranbrook Wealth Management, LLC | 0.92% | Reduce -2.5% | 64,118 | $4.9M |
| Cahill Financial Advisors Inc. | 0.47% | Reduce -0.2% | 64,079 | $4.9M |
| Mutual Advisors, LLC | 0.09% | Reduce -14.2% | 64,057 | $4.9M |
| Quantum Portfolio Management LLC | 1.76% | Reduce -15.9% | 64,031 | $4.9M |
| Cibc World Market Inc. | 0.01% | Reduce -1.4% | 63,554 | $4.9M |
| Disciplined Investments, LLC | 1.54% | Reduce -0.1% | 62,393 | $4.8M |
| IFG Advisory, LLC | 0.17% | New | 62,379 | $4.8M |
| Northwest Wealth Management, LLC | 0.63% | Reduce -0.2% | 62,163 | $4.8M |
| TSA Wealth Managment LLC | 1.34% | Reduce -50.1% | 61,830 | $4.7M |
| One Wealth Capital Management, LLC | 1.35% | Reduce -29.4% | 61,782 | $4.7M |
| Polaris Investment Advisors, LLC | 3.02% | Reduce -33.9% | 61,689 | $4.7M |
| First Commonwealth Financial Corp | 0.66% | Reduce -6.0% | 61,495 | $4.7M |
| Meramec Financial Planners, LLC | 1.71% | Add +10.3% | 58,796 | $4.7M |
| Independent Financial Group, LLC | 0.09% | Reduce -44.3% | 60,962 | $4.7M |
| Market Street Wealth Management Advisors LLC | 0.66% | Reduce -0.3% | 60,619 | $4.6M |
| NewEdge Wealth, LLC | 0.05% | Reduce -1.4% | 60,360 | $4.6M |
| Lantz Financial LLC | 0.84% | Reduce -33.2% | 59,948 | $4.6M |
| Invst, LLC | 0.45% | Reduce -59.0% | 59,924 | $4.6M |
| Telos Capital Management, Inc. | 0.40% | Reduce -3.0% | 59,823 | $4.6M |
| Rwa Wealth Partners, LLC | 0.04% | Add +13.9% | 59,811 | $4.6M |
| Narus Financial Partners, LLC | 1.17% | Reduce -3.0% | 59,573 | $4.6M |
| First Foundation Advisors | 0.16% | Add +9.1% | 59,286 | $4.5M |
| D.A. Davidson & Co. | 0.03% | Reduce -1.8% | 58,948 | $4.5M |
| Mma Asset Management LLC | 1.41% | Add +7.9% | 57,734 | $4.4M |
| Integrity Advisory Solutions, LLC | 0.45% | Reduce -9.9% | 56,867 | $4.4M |
| Smartleaf Asset Management LLC | 0.14% | No change | 56,838 | $4.4M |
| Collective Family Office LLC | 0.88% | Reduce -0.0% | 56,454 | $4.3M |
| Bay Harbor Wealth Management, LLC | 0.99% | Reduce -63.9% | 56,351 | $4.3M |
| Horst & Graben Wealth Management LLC | 0.57% | Reduce -73.8% | 56,348 | $4.3M |
| Endeavor Private Wealth, Inc. | 1.04% | Reduce -40.5% | 55,754 | $4.3M |
| Centurion Wealth Management LLC | 1.00% | Add +2.2% | 54,729 | $4.2M |
| Ade, LLC | 1.74% | Reduce -0.1% | 53,733 | $4.1M |
| Brown Advisory Inc. | 0.01% | Add +12.1% | 53,563 | $4.1M |
| ShoreHaven Wealth Partners, LLC | 1.29% | Reduce -33.9% | 53,441 | $4.1M |
| Schuylkill Financial LLC | 3.76% | — | 53,105 | $4.1M |
| McNaughton Wealth Management, LLC | 1.42% | Reduce -38.8% | 52,401 | $4.0M |
| Lanark Financial, Inc. | 0.27% | Reduce -1.3% | 52,362 | $4.0M |
| Shared Vision Wealth Group LLC | 1.37% | Reduce -41.2% | 52,233 | $4.0M |
| Tiaa Trust, National Association | 0.24% | Add +1.6% | 51,994 | $4.0M |
| Sage Financial Group Inc. | 0.22% | Add +5.6% | 51,564 | $3.9M |
| Cyndeo Wealth Partners, LLC | 0.18% | Add +50.9% | 50,970 | $3.9M |
| Gateway Wealth Partners, LLC | 0.23% | Reduce -74.7% | 50,479 | $3.9M |
| Whittier Trust Co. | 0.04% | Add +0.4% | 49,080 | $3.9M |
| Twin Peaks Wealth Advisors, LLC | 0.87% | Reduce -54.7% | 50,107 | $3.8M |
| Csenge Advisory Group | 0.15% | Reduce -40.5% | 49,682 | $3.8M |
| WCG Wealth Advisors LLC | 0.09% | Reduce -59.8% | 49,566 | $3.8M |
| Vance Wealth, LLC | 0.85% | Reduce -2.2% | 49,462 | $3.8M |
| Foundation Wealth Management, LLC | 2.31% | Reduce -7.5% | 48,810 | $3.7M |
| Retirement Wealth Solutions LLC | 2.03% | Reduce -24.1% | 48,153 | $3.7M |
| Dynamic Wealth Strategies, LLC | 1.96% | Reduce -4.4% | 48,057 | $3.7M |
| Warner Financial, Inc. | 1.08% | Add +2.4% | 48,045 | $3.7M |
| Gilliland Jeter Wealth Management LLC | 0.96% | Reduce -1.6% | 47,904 | $3.7M |
| Beam Wealth Advisors, Inc. | 0.81% | Reduce -5.5% | 47,726 | $3.7M |
| Droms Strauss Advisors Inc. /Mo/ | 0.83% | Reduce -2.2% | 47,684 | $3.7M |
| Commerce Bank | 0.02% | Reduce -32.4% | 47,628 | $3.6M |
| Cornerstone Planning Group LLC | 0.45% | Reduce -39.2% | 45,023 | $3.6M |
| Commonwealth Retirement Investments LLC | 0.97% | Add +9.0% | 46,489 | $3.6M |
| Salus Financial Advisors, LLC | 1.72% | Reduce -0.7% | 45,581 | $3.5M |
| Kelly Financial Services LLC | 0.72% | Reduce -61.6% | 44,238 | $3.4M |
| 5T Wealth, LLC | 1.25% | Reduce -21.6% | 44,013 | $3.4M |
| Patten Group, Inc. | 0.52% | Reduce -0.4% | 44,004 | $3.4M |
| Ironwood Investment Counsel, LLC | 0.44% | Add +2.0% | 41,517 | $3.4M |
| SigFig Wealth Management, LLC | 0.09% | Reduce -59.7% | 43,820 | $3.4M |
| CreativeOne Wealth, LLC | 0.07% | Reduce -78.9% | 43,536 | $3.3M |
| BridgePort Financial Solutions, LLC | 0.83% | Add +5.7% | 42,843 | $3.3M |
| Evolution Wealth Management Inc. | 1.92% | Add +34.0% | 42,570 | $3.3M |
| AMG National Trust Bank | 0.07% | Reduce -13.7% | 41,981 | $3.2M |
| Principal Financial Group Inc. | 0.00% | Reduce -6.6% | 41,873 | $3.2M |
| Brookwood Investment Group LLC | 0.37% | Reduce -14.4% | 41,597 | $3.2M |
| W Advisors, LLC | 1.45% | Reduce -22.8% | 41,539 | $3.2M |
| Ifrah Financial Services, Inc. | 0.78% | Reduce -2.4% | 41,456 | $3.2M |
| Sterling Wealth Management, Inc. | 0.79% | Add +0.8% | 41,259 | $3.2M |
| Clear Creek Financial Management, LLC | 0.20% | Reduce -1.5% | 40,525 | $3.1M |
| CFS Investment Advisory Services, LLC | 0.21% | Reduce -77.7% | 39,814 | $3.1M |
| Bouvel Investment Partners, LLC | 0.70% | New | 40,481 | $3.1M |
| SMART Wealth LLC | 0.67% | Add +121.8% | 40,479 | $3.1M |
| HSBC Holdings PLC | 0.00% | Reduce -1.4% | 40,456 | $3.1M |
| Firethorn Wealth Partners, LLC | 1.00% | Reduce -37.3% | 40,348 | $3.1M |
| Koshinski Asset Management, Inc. | 0.16% | Add +1.1% | 40,316 | $3.1M |
| MAI Capital Management | 0.01% | Add +191.5% | 40,211 | $3.1M |
| Gen-Wealth Partners Inc | 0.84% | Reduce -53.1% | 39,408 | $3.0M |
| Kingsview Wealth Management, LLC | 0.04% | Add +0.3% | 39,293 | $3.0M |
| Hidden Cove Wealth Management, LLC | 1.65% | Add +45.5% | 39,103 | $3.0M |
| J.W. Cole Advisors, Inc. | 0.05% | New | 38,878 | $3.0M |
| SCS Capital Management LLC | 0.03% | Reduce -5.7% | 38,492 | $2.9M |
| Flagship Harbor Advisors, LLC | 0.11% | Add +3.1% | 38,486 | $2.9M |
| Forte Asset Management LLC | 1.20% | New | 38,349 | $2.9M |
| Cullen Capital Management, LLC | 0.03% | Reduce -51.6% | 38,095 | $2.9M |
| IFP Advisors, Inc | 0.05% | Reduce -46.3% | 37,623 | $2.9M |
| Revolve Wealth Partners, LLC | 0.30% | Reduce -2.2% | 37,314 | $2.9M |
| Davis Wealth Advisors, LLC | 2.19% | Reduce -42.6% | 37,021 | $2.8M |
| Cresset Asset Management, LLC | 0.01% | Add +12.8% | 36,988 | $2.8M |
| CIBC Bancorp USA Inc. | 0.00% | Add +70.3% | 36,938 | $2.8M |
| FFG Retirement Advisors LLC | 1.50% | Reduce -34.0% | 36,896 | $2.8M |
| Cornerstone Financial Management LLC | 2.22% | Add +5.0% | 36,079 | $2.8M |
| BlackDiamond Wealth Management, LLC | 1.11% | Reduce -20.3% | 33,778 | $2.8M |
| Savvy Advisors, Inc. | 0.06% | Add +76.7% | 36,018 | $2.8M |
| VPR Management LLC | 1.10% | No change | 35,700 | $2.7M |
| Keb Asset Management, LLC | 0.44% | Add +0.0% | 35,587 | $2.7M |
| Venturi Wealth Management, LLC | 0.10% | Add +0.6% | 35,088 | $2.7M |
| OMNI 360 Wealth, Inc. | 1.23% | Reduce -8.1% | 34,862 | $2.7M |
| Columbus Macro, LLC | 0.26% | Add +2.3% | 34,830 | $2.7M |
| EverSource Wealth Advisors, LLC | 0.09% | Reduce -31.2% | 34,800 | $2.7M |
| Two Sigma Securities, LLC | 0.23% | Add +142.4% | 34,678 | $2.7M |
| Triad Wealth Partners, LLC | 0.16% | Reduce -80.9% | 32,717 | $2.7M |
| Focus Financial Network, Inc. | 0.08% | Reduce -68.2% | 34,627 | $2.7M |
| Fortis Capital Advisors, LLC | 0.30% | Reduce -2.1% | 34,308 | $2.6M |
| Belpointe Asset Management LLC | 0.09% | Reduce -2.1% | 34,308 | $2.6M |
| Obsidian Cio, LLC | 1.94% | Reduce -3.7% | 34,137 | $2.6M |
| Harbour Investments, Inc. | 0.04% | Reduce -12.1% | 34,131 | $2.6M |
| Index Technologies Group LLC | 2.08% | Reduce -15.1% | 33,964 | $2.6M |
| QRG Capital Management, Inc. | 0.02% | Add +7.4% | 33,964 | $2.6M |
| Summit Financial, LLC | 0.03% | Reduce -29.5% | 33,934 | $2.6M |
| Trustmark Bank Trust Department | 0.15% | No change | 33,864 | $2.6M |
| Mason Investment Advisory Services, Inc. | 0.10% | Add +2.2% | 33,784 | $2.6M |
| Navellier & Associates Inc. | 0.20% | No change | 33,333 | $2.6M |
| Zenith Solutions, Inc. | 2.30% | — | 33,148 | $2.5M |
| Rose Capital Advisors LLC | 1.36% | — | 33,011 | $2.5M |
| Nuveen, LLC | 0.00% | New | 32,635 | $2.5M |
| Synergy Investment Management, LLC | 0.60% | Add +7.7% | 32,557 | $2.5M |
| Summit Financial Strategies, Inc. | 0.17% | Reduce -12.0% | 32,434 | $2.5M |
| HB Wealth Management, LLC | 0.01% | Add +76.3% | 32,386 | $2.5M |
| Advisory Solutions Group, LLC | 0.85% | — | 32,320 | $2.5M |
| Mayflower Financial Advisors, LLC | 0.21% | Reduce -60.4% | 31,787 | $2.4M |
| Wealthspire Advisors, LLC | 0.01% | Add +1.4% | 31,753 | $2.4M |
| CENTRAL TRUST Co | 0.04% | Add +3.8% | 31,064 | $2.4M |
| Seldon Capital LP | 0.74% | No change | 31,000 | $2.4M |
| CogentBlue Wealth Advisors, LLC | 1.36% | Reduce -2.3% | 30,977 | $2.4M |
| Asempa Wealth Advisors | 1.79% | Reduce -1.3% | 30,723 | $2.4M |
| Wedbush Securities Inc. | 0.06% | Reduce -12.0% | 30,504 | $2.3M |
| Pitcairn Wealth Advisors LLC | 0.26% | Reduce -9.4% | 30,406 | $2.3M |
| Breakwater Capital Group | 0.28% | Reduce -2.2% | 29,966 | $2.3M |
| Petersen Hastings Wealth Advisors Inc. | 0.19% | Reduce -0.1% | 29,793 | $2.3M |
| Neumann Capital Management, LLC | 1.51% | No change | 29,785 | $2.3M |
| Spectrum Planning & Advisory Services Inc. | 1.02% | Reduce -59.0% | 29,634 | $2.3M |
| Etesian Wealth Advisors, Inc. | 0.66% | Add +22.1% | 29,338 | $2.2M |
| Bradley Foster & Sargent Inc. | 0.03% | Reduce -39.0% | 28,933 | $2.2M |
| Loomis Sayles & Co. L P | 0.00% | Reduce -0.8% | 28,652 | $2.2M |
| Oppenheimer & Co. Inc. | 0.02% | Add +0.6% | 28,645 | $2.2M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +1.5% | 28,636 | $2.2M |
| HORAN Wealth, LLC | 0.27% | Add +9.2% | 28,505 | $2.2M |
| RPg Family Wealth Advisory, LLC | 0.36% | Add +0.9% | 28,298 | $2.2M |
| Risk Paradigm Group, LLC | 1.70% | Add +0.9% | 28,272 | $2.2M |
| Virtus Family Office LLC | 1.70% | Add +2.3% | 28,029 | $2.1M |
| American Financial & Tax Strategies Inc. | 0.97% | Reduce -0.2% | 27,936 | $2.1M |
| B. Riley Wealth Advisors, Inc. | 0.12% | Reduce -41.6% | 27,894 | $2.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -2.1% | 27,793 | $2.1M |
| American State Bank (Iowa) | 0.86% | Add +1.3% | 27,785 | $2.1M |
| Ehrlich Financial Group | 1.07% | Reduce -11.6% | 27,292 | $2.1M |
| Kovack Advisors, Inc. | 0.10% | Reduce -50.5% | 27,269 | $2.1M |
| Clearstead Advisors, LLC | 0.02% | Add +11.1% | 27,104 | $2.1M |
| Archer Investment Management, LLC | 0.71% | Add +11.7% | 27,067 | $2.1M |
| Western Wealth Management, LLC | 0.07% | Add +11.1% | 26,993 | $2.1M |
| Windward Private Wealth Management Inc. | 0.66% | No change | 26,844 | $2.1M |
| Interactive Financial Advisors, Inc. | 1.25% | Reduce -7.6% | 27,438 | $2.0M |
| BlueSky Wealth Advisors, LLC | 0.24% | Add +9.4% | 26,722 | $2.0M |
| Ridgeline Wealth, LLC | 1.18% | Reduce -1.2% | 26,401 | $2.0M |
| Panoramic Investment Advisors, LLC | 0.96% | Add +12.6% | 26,240 | $2.0M |
| Verus Capital Partners, LLC | 0.11% | Reduce -53.7% | 26,138 | $2.0M |
| Aprio Wealth Management, LLC | 0.10% | Add +2.1% | 26,029 | $2.0M |
| UNIVEST FINANCIAL Corp | 0.10% | Add +0.3% | 26,021 | $2.0M |
| Clayton Financial Group LLC | 1.10% | Reduce -1.5% | 26,007 | $2.0M |
| McAdam, LLC | 0.08% | Add +0.9% | 25,725 | $2.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.10% | Reduce -44.6% | 25,679 | $2.0M |
| Absolute Capital Management, LLC | 0.49% | Reduce -51.8% | 25,418 | $1.9M |
| Weil Company, Inc. | 0.34% | Reduce -2.3% | 25,044 | $1.9M |
| Keel Point, LLC | 0.11% | Add +2.8% | 24,979 | $1.9M |
| Layline Advisors, LLC | 1.71% | Add +17.8% | 24,964 | $1.9M |
| Quartz Partners, LLC | 0.62% | Add +26.8% | 24,547 | $1.9M |
| Alta Wealth Advisors LLC | 0.51% | Add +11.2% | 24,510 | $1.9M |
| Interchange Capital Partners, LLC | 0.35% | Reduce -22.0% | 24,420 | $1.9M |
| First Horizon Corp. | 0.07% | Reduce -0.2% | 24,414 | $1.9M |
| Sowell Financial Services LLC | 0.06% | Reduce -26.2% | 24,196 | $1.9M |
| Ritholtz Wealth Management | 0.03% | Reduce -3.3% | 24,178 | $1.9M |
| Portside Wealth Group, LLC | 0.22% | Add +13.3% | 24,077 | $1.8M |
| Keybank National Association | 0.01% | Add +6.5% | 23,958 | $1.8M |
| Sigma Planning Corp | 0.05% | Reduce -30.1% | 23,945 | $1.8M |
| Rockingstone Advisors LLC | 0.73% | Add +6.2% | 23,875 | $1.8M |
| RFG Advisory, LLC | 0.03% | Reduce -5.6% | 23,723 | $1.8M |
| Hoxton Planning & Management, LLC | 0.47% | Reduce -56.7% | 23,573 | $1.8M |
| Wingate Wealth Advisors, Inc. | 0.79% | Reduce -29.6% | 23,553 | $1.8M |
| Vision Retirement, LLC | 0.43% | Add +5.5% | 23,131 | $1.8M |
| Gotham Asset Management | 0.00% | Reduce -76.0% | 23,112 | $1.8M |
| EFG International AG | 0.03% | Reduce -5.0% | 23,104 | $1.8M |
| Compound Planning, Inc. | 0.05% | Reduce -35.5% | 22,920 | $1.8M |
| GGM Financial LLC | 0.66% | Add +3.9% | 22,767 | $1.7M |
| Portfolio Resources Advisor Group, Inc. | 1.45% | Reduce -61.6% | 22,388 | $1.7M |
| Stegner Investment Associates Inc. | 0.81% | No change | 22,283 | $1.7M |
| InvesTrust | 0.66% | No change | 22,235 | $1.7M |
| Avidian Wealth Enterprises, LLC | 0.05% | Reduce -46.5% | 22,008 | $1.7M |
| LexAurum Advisors, LLC | 0.20% | Add +1.3% | 21,984 | $1.7M |
| Vaquero Private Wealth, Ltd. | 0.35% | — | 21,947 | $1.7M |
| Nicholas Hoffman & Company, LLC. | 0.04% | Reduce -0.1% | 21,937 | $1.7M |
| Operose Advisors LLC | 0.32% | Reduce -2.2% | 21,795 | $1.7M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -1.6% | 21,682 | $1.7M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -35.3% | 21,624 | $1.7M |
| ONE Advisory Partners, LLC | 0.45% | Reduce -83.0% | 21,601 | $1.7M |
| FWG Investments, LLC. | 0.87% | Reduce -2.8% | 21,567 | $1.7M |
| Blalock Williams, LLC | 1.07% | Reduce -52.5% | 21,553 | $1.6M |
| Campion Asset Management | 1.00% | Reduce -1.1% | 21,401 | $1.6M |
| Discipline Wealth Solutions, LLC | 0.14% | Reduce -0.9% | 21,362 | $1.6M |
| Independence Bank of Kentucky | 0.18% | Reduce -1.5% | 21,183 | $1.6M |
| LifePlan Investment Advisors, Inc. | 0.55% | Reduce -53.4% | 21,008 | $1.6M |
| Inspire Advisors, LLC | 0.11% | Reduce -2.5% | 20,940 | $1.6M |
| Foundation Wealth Management, LLC\PA | 0.48% | Reduce -0.7% | 20,743 | $1.6M |
| SouthState Bank Corp | 0.07% | Add +9.4% | 20,420 | $1.6M |
| Riverbend Wealth Management, LLC | 0.79% | Add +9.3% | 20,349 | $1.6M |
| DAVENPORT & Co LLC | 0.01% | Reduce -20.5% | 20,338 | $1.6M |
| PFG Advisors | 0.08% | Reduce -74.4% | 20,156 | $1.5M |
| Regimen Wealth, LLC | 0.42% | Add +1.2% | 20,046 | $1.5M |
| BCU Wealth Advisors, LLC | 0.51% | Reduce -49.0% | 20,073 | $1.5M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -42.0% | 19,985 | $1.5M |
| Per Stirling Capital Management, LLC. | 0.14% | Add +45.7% | 19,818 | $1.5M |
| Madden Advisory Services, Inc. | 0.54% | Reduce -0.6% | 19,775 | $1.5M |
| Wilkerson Advisory Group LLC | 0.46% | Reduce -0.0% | 19,723 | $1.5M |
| McMill Wealth Management | 0.36% | No change | 19,473 | $1.5M |
| First Citizens Financial Corp | 0.62% | Add +7.1% | 19,313 | $1.5M |
| Innova Wealth Partners | 0.61% | Add +80.1% | 19,191 | $1.5M |
| Latitude Advisors, LLC | 0.58% | Reduce -5.2% | 19,128 | $1.5M |
| Mosley Wealth Management | 0.46% | Reduce -81.8% | 19,083 | $1.5M |
| Quadcap Wealth Management, LLC | 0.14% | No change | 18,963 | $1.5M |
| Mycio Wealth Partners, LLC | 0.27% | Add +2.7% | 18,925 | $1.4M |
| Powerhouse Assets LLC | 1.16% | Add +0.3% | 18,648 | $1.4M |
| Mainstream Capital Management LLC | 0.85% | Reduce -0.1% | 18,547 | $1.4M |
| Private Wealth Asset Management, LLC | 0.14% | No change | 18,505 | $1.4M |
| Axis Wealth Partners, LLC | 0.68% | Reduce -4.4% | 18,465 | $1.4M |
| JDH Wealth Management, LLC | 0.86% | Reduce -1.2% | 18,424 | $1.4M |
| Tobias Financial Advisors, Inc. | 0.18% | Reduce -0.6% | 18,326 | $1.4M |
| Westside Investment Management, Inc. | 0.18% | Add +3.6% | 18,280 | $1.4M |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 0.48% | — | 18,151 | $1.4M |
| Kassira Wealth Management LLC | 1.11% | Reduce -0.0% | 18,086 | $1.4M |
| Bluespring Wealth Management, LLC | 0.03% | New | 17,996 | $1.4M |
| Citizens Financial Group Inc. | 0.02% | Add +7.5% | 17,895 | $1.4M |
| Unique Wealth Strategies, LLC | 0.50% | Add +2.5% | 17,885 | $1.4M |
| Ieq Capital, LLC | 0.01% | Add +1.4% | 17,864 | $1.4M |
| Centaurus Financial, Inc. | 0.05% | Reduce -17.1% | 17,792 | $1.4M |
| Quest 10 Wealth Builders, Inc. | 1.05% | Add +9.4% | 17,626 | $1.3M |
| Sound Financial Strategies Group, LLC | 0.86% | Add +0.8% | 17,619 | $1.3M |
| Horizon Wealth Management, LLC | 0.17% | Add +5.1% | 17,475 | $1.3M |
| LRI Investments, LLC | 0.11% | Add +0.0% | 17,339 | $1.3M |
| SeedSafe Financial LLC | 0.95% | No change | 17,148 | $1.3M |
| Benjamin Edwards Inc. | 0.01% | Reduce -4.0% | 17,097 | $1.3M |
| Founders Financial Securities LLC | 0.07% | Add +2.9% | 17,036 | $1.3M |
| Betterment LLC | 0.00% | Add +3.6% | 16,886 | $1.3M |
| Scarborough Advisors, LLC | 0.15% | Reduce -30.2% | 16,347 | $1.3M |
| Ascension Capital Advisors, Inc. | 0.36% | No change | 16,815 | $1.3M |
| Sagace Wealth Management LLC | 0.81% | Add +0.9% | 16,805 | $1.3M |
| Unify Financial Advisors | 1.18% | Reduce -34.1% | 16,698 | $1.3M |
| Claro Advisors Inc. | 0.13% | Reduce -8.7% | 16,633 | $1.3M |
| Signal Advisors Wealth, LLC | 0.07% | Reduce -38.5% | 16,611 | $1.3M |
| Evanson Financial, LLC | 0.06% | — | 16,410 | $1.3M |
| Alterna Wealth Management, Inc. | 0.72% | Reduce -49.3% | 16,399 | $1.3M |
| Parkwoods Wealth Partners, LLC | 0.20% | Add +255.3% | 16,393 | $1.3M |
| Fermata Advisors, LLC | 0.25% | Add +91.6% | 16,372 | $1.3M |
| Fonville Wealth Management LLC | 0.20% | Add +1.3% | 16,337 | $1.3M |
| Horizon Investments, LLC | 0.01% | Reduce -49.4% | 16,048 | $1.2M |
| Global Wealth Management Investment Advisory, Inc. | 0.17% | Reduce -0.4% | 15,970 | $1.2M |
| Transamerica Financial Advisors, LLC | 0.10% | Reduce -15.0% | 15,860 | $1.2M |
| Walleye Partners, LLC | 1.38% | Add +45.3% | 15,775 | $1.2M |
| Braun-Bostich & Associates Inc. | 0.67% | Reduce -67.0% | 15,751 | $1.2M |
| Luts & Greenleigh Group, Inc. | 0.91% | Add +0.2% | 15,719 | $1.2M |
| J. Derek Lewis & Associates Inc. | 0.23% | Reduce -0.1% | 15,703 | $1.2M |
| Blue Zone Wealth Advisors, LLC | 0.21% | Reduce -2.9% | 15,701 | $1.2M |
| Private Trust Co. NA | 0.10% | Reduce -9.7% | 15,649 | $1.2M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +1.3% | 15,527 | $1.2M |
| Old National Bancorp | 0.02% | Reduce -8.8% | 15,523 | $1.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.12% | Reduce -77.0% | 15,370 | $1.2M |
| ASL Financial, LLC | 0.83% | Reduce -2.8% | 15,351 | $1.2M |
| Daviman Financial, LLC | 0.65% | Reduce -75.0% | 15,345 | $1.2M |
| First National Bank of Omaha | 0.03% | Reduce -9.6% | 15,338 | $1.2M |
| Mackenzie Financial Corp. | 0.00% | Add +181.2% | 15,312 | $1.2M |
| Atlantic Edge Private Wealth Management, LLC | 0.24% | Reduce -4.5% | 15,280 | $1.2M |
| Sierra Capital LLC | 0.11% | No change | 15,250 | $1.2M |
| Northland Securities, Inc. | 0.68% | Add +13.8% | 15,211 | $1.2M |
| First Heartland Consultants, Inc. | 0.08% | Reduce -54.9% | 15,177 | $1.2M |
| Evergreen Capital Management LLC | 0.02% | No change | 15,096 | $1.2M |
| Squarepoint Ops LLC | 0.00% | Reduce -74.7% | 15,057 | $1.2M |
| Caliber Wealth Management, LLC / KS | 0.11% | Reduce -19.8% | 15,028 | $1.2M |
| PUREfi Wealth, LLC | 0.63% | Reduce -9.5% | 14,986 | $1.1M |
| Arcadia Wealth Management, LLC | 0.36% | Reduce -11.7% | 14,916 | $1.1M |
| Accelerate Investment Advisors LLC | 0.65% | Reduce -35.4% | 14,839 | $1.1M |
| Raffa Wealth Management, LLC | 0.14% | Add +79.2% | 14,649 | $1.1M |
| Ameritas Advisory Services, LLC | 0.02% | Add +372.0% | 14,638 | $1.1M |
| Kintra Wealth, LLC | 0.06% | Add +54.8% | 13,631 | $1.1M |
| Falcon Wealth Planning | 0.07% | Reduce -2.2% | 14,503 | $1.1M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 14,359 | $1.1M |
| Beacon Financial Advisory LLC | 0.22% | Reduce -26.6% | 14,297 | $1.1M |
| Fiduciary Advisors, Inc. | 0.74% | Add +2.7% | 14,285 | $1.1M |
| Xcelsior Advisor Partners LLC | 0.14% | Add +414.9% | 14,212 | $1.1M |
| Net Worth Advisory Group | 0.27% | Reduce -77.6% | 14,088 | $1.1M |
| Financial Perspectives, Inc | 0.26% | Add +15.9% | 14,018 | $1.1M |
| Pointe Capital Management LLC | 0.48% | Add +15.2% | 13,904 | $1.1M |
| McCartney Wealth Management LLC | 0.80% | Reduce -0.5% | 13,848 | $1.1M |
| Mission Wealth Management, LP | 0.01% | Add +38.6% | 13,805 | $1.1M |
| Midwest Capital Advisors, LLC | 0.43% | Reduce -81.8% | 13,773 | $1.1M |
| ARK & TLK Investments, LLC | 0.26% | Reduce -2.1% | 13,673 | $1.0M |
| J.M. Arbour, LLC | 0.90% | Reduce -56.8% | 13,595 | $1.0M |
| Balefire, LLC | 0.17% | Add +134.9% | 13,382 | $1.0M |
| Vantus Wealth LLC | 0.55% | — | 13,370 | $1.0M |
| Talisman Wealth Advisors LLC | 0.76% | Add +18.5% | 13,349 | $1.0M |
| O'Connor Financial Group LLC | 0.36% | Reduce -1.6% | 13,329 | $1.0M |
| Asset Dedication, LLC | 0.06% | Add +5.4% | 13,315 | $1.0M |
| Valeo Financial Advisors, LLC | 0.02% | Add +12.2% | 13,315 | $1.0M |
| Bridges Investment Management Inc. | 0.01% | Add +3.7% | 13,299 | $1.0M |
| Hardin Capital Partners, LLC | 0.47% | Add +4.1% | 13,258 | $1.0M |
| Parallel Advisors, LLC | 0.02% | Add +37.2% | 13,252 | $1.0M |
| Two West Capital Advisors LLC | 0.50% | Reduce -45.6% | 12,893 | $1.0M |
| Tempus Wealth Planning, LLC | 0.20% | Reduce -54.4% | 13,119 | $1.0M |
| Factor Wealth Management LTD | 0.15% | Reduce -23.6% | 13,075 | $1.0M |
| WealthPlan Investment Management, LLC | 0.05% | Reduce -14.3% | 13,040 | $998K |
| FLP Wealth Management, LLC | 1.77% | Add +4.0% | 13,017 | $996K |
| Advisory Alpha, LLC | 0.02% | Reduce -8.1% | 12,939 | $991K |
| B.O.S.S. Retirement Advisors, LLC | 0.27% | Reduce -8.3% | 12,884 | $986K |
| Wealthfront Advisers LLC | 0.00% | Add +13.7% | 12,859 | $984K |
| Capital Investment Advisory Services, LLC | 0.06% | Reduce -3.9% | 12,812 | $981K |
| WASHINGTON TRUST Co | 0.03% | Add +9.1% | 12,704 | $972K |
| PFG Investments, LLC | 0.04% | Reduce -15.9% | 12,696 | $972K |
| Ewa, LLC | 0.18% | Reduce -1.9% | 12,640 | $968K |
| Allie Family Office LLC | 0.36% | New | 12,633 | $967K |
| Heritage Family Offices, LLP | 0.37% | Add +1.6% | 12,622 | $966K |
| Pacific Excel Wealth Advisors, Inc. | 0.37% | Add +106.8% | 12,622 | $966K |
| Opinicus Capital, Inc. | 0.52% | Add +0.5% | 12,614 | $966K |
| Rialto Wealth Management, LLC | 0.19% | No change | 12,487 | $956K |
| American Financial Advisors, LLC | 0.11% | Add +1.2% | 12,449 | $953K |
| GFS Advisors, LLC | 0.10% | Add +4.7% | 7,406 | $938K |
| 25 LLC | 0.26% | Add +1.4% | 12,234 | $937K |
| Shufro Rose & Co. LLC | 0.05% | Reduce -5.6% | 12,178 | $932K |
| Allegheny Financial Group | 0.10% | Reduce -4.1% | 12,137 | $929K |
| Lifeworks Advisors, LLC | 0.10% | Reduce -32.5% | 12,133 | $929K |
| Ascentis Wealth Management, LLC | 0.16% | Add +10.3% | 12,083 | $925K |
| Moors & Cabot, Inc. | 0.04% | Reduce -0.0% | 12,077 | $924K |
| Financial Management Professionals, Inc. | 0.09% | Reduce -10.2% | 12,070 | $924K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +6.9% | 12,022 | $920K |
| Chilton Investment Co. Inc. | 0.02% | No change | 11,900 | $911K |
| BWM Planning, LLC | 0.21% | Add +6.0% | 11,838 | $906K |
| Fairvoy Private Wealth, LLC | 0.18% | Add +54.8% | 11,808 | $904K |
| Cooper Financial Group | 0.07% | Reduce -12.3% | 11,789 | $902K |
| Vident Advisory, LLC | 0.01% | Add +24.5% | 11,785 | $902K |
| RCS Financial Planning, LLC | 0.42% | Reduce -26.3% | 11,678 | $894K |
| Cambient Family Office, LLC | 0.11% | No change | 11,659 | $892K |
| Core Wealth Advisors, LLC | 0.66% | Reduce -88.4% | 11,621 | $890K |
| Fiduciary Alliance LLC | 0.06% | Add +1.7% | 11,605 | $888K |
| Nicolet Bankshares Inc. | 0.03% | No change | 11,559 | $885K |
| Koss-Olinger Consulting, LLC | 0.07% | Reduce -84.9% | 11,501 | $880K |
| DRW Securities, LLC | 0.05% | New | 11,492 | $880K |
| Manhattan West Asset Management, LLC | 0.15% | No change | 11,490 | $880K |
| Aspire Private Capital, LLC | 0.18% | Reduce -40.2% | 11,254 | $862K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -10.7% | 11,158 | $854K |
| Keystone Wealth Services, LLC | 0.16% | Reduce -12.6% | 11,081 | $848K |
| Accurate Wealth Management, LLC | 0.08% | Reduce -2.6% | 10,799 | $847K |
| Argent Trust Co | 0.02% | Reduce -31.2% | 11,009 | $843K |
| Sound Income Strategies, LLC | 0.04% | Reduce -19.3% | 10,975 | $840K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -26.4% | 10,951 | $838K |
| Childress Capital Advisors, LLC | 0.14% | No change | 10,900 | $834K |
| Mission Financial Group, LLC | 0.69% | — | 10,858 | $831K |
| JFS Wealth Advisors, LLC | 0.04% | Reduce -56.0% | 10,784 | $825K |
| Intrua Financial, LLC | 0.08% | Reduce -26.0% | 10,715 | $820K |
| Capital Investment Management, Inc. | 0.25% | Reduce -58.0% | 10,701 | $819K |
| Foster Group, Inc. | 0.02% | Reduce -3.7% | 10,683 | $818K |
| Fisher Asset Management | 0.00% | Add +44.7% | 10,656 | $816K |
| Waldron Private Wealth LLC | 0.03% | Add +0.1% | 10,649 | $815K |
| VERITY Wealth Advisors | 0.49% | No change | 10,611 | $812K |
| Nwam LLC | 0.04% | Reduce -24.6% | 10,602 | $812K |
| Pettinga Financial Advisors LLC | 0.13% | Reduce -77.6% | 10,540 | $807K |
| Lloyd Advisory Services, LLC. | 0.31% | Reduce -94.8% | 10,482 | $802K |
| Traveka Wealth, LLC | 0.27% | Add +13.2% | 10,414 | $797K |
| Laurel Oak Wealth Management, LLC | 0.12% | Add +2.6% | 10,368 | $794K |
| Quotient Wealth Partners, LLC | 0.02% | Reduce -3.6% | 10,321 | $790K |
| Rossby Financial, LCC | 0.14% | Add +392.4% | 10,282 | $787K |
| Silverlake Wealth Management LLC | 0.15% | Reduce -8.2% | 10,249 | $785K |
| Goelzer Investment Management, Inc. | 0.03% | Add +11.8% | 10,241 | $784K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 10,031 | $784K |
| Fragasso Financial Advisors Inc | 0.04% | Add +1.2% | 10,219 | $782K |
| Turtle Creek Wealth Advisors, LLC | 0.04% | No change | 10,161 | $778K |
| Wealth Quarterback LLC | 0.24% | Reduce -75.2% | 10,136 | $776K |
| Addison Capital Co | 0.13% | Reduce -7.9% | 10,124 | $775K |
| Certuity, LLC | 0.04% | Reduce -12.7% | 10,080 | $772K |
| Sovereign Financial Group, Inc. | 0.12% | Reduce -59.4% | 10,011 | $766K |
| Hutchens & Kramer Investment Management Group, LLC | 0.20% | Reduce -44.5% | 9,991 | $765K |
| Plante Moran Financial Advisors, LLC | 0.04% | Add +56.0% | 9,860 | $755K |
| Ariadne Wealth Management, LP | 0.33% | No change | 9,845 | $754K |
| SWP Financial LLC | 0.35% | Reduce -76.5% | 9,816 | $751K |
| NWF Advisory Services Inc. | 0.07% | Add +73.8% | 9,814 | $751K |
| Decker Retirement Planning Inc. | 0.25% | Add +6.1% | 9,763 | $747K |
| Raleigh Capital Management Inc. | 0.24% | Reduce -56.6% | 9,718 | $744K |
| RHS Financial, LLC | 0.30% | Add +152.6% | 9,713 | $744K |
| World Equity Group, Inc. | 0.17% | Reduce -43.6% | 9,658 | $739K |
| Keystone Financial Group | 0.04% | Add +56.5% | 9,490 | $726K |
| Altfest L J & Co. Inc. | 0.07% | Reduce -0.7% | 9,479 | $726K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | No change | 9,455 | $724K |
| Motive Wealth Advisors | 0.30% | No change | 9,437 | $722K |
| Facet Wealth, Inc. | 0.01% | Add +9.2% | 9,351 | $716K |
| Brighton Jones LLC | 0.01% | Add +0.4% | 9,349 | $716K |
| Hazlett, Burt & Watson, Inc. | 0.19% | Reduce -0.3% | 9,355 | $715K |
| Kestra Investment Management, LLC | 0.01% | Reduce -15.5% | 9,291 | $711K |
| Lifelong Wealth Advisors, Inc. | 0.17% | Reduce -89.5% | 9,269 | $710K |
| Redwood Investment Management, LLC | 0.07% | Reduce -72.4% | 9,266 | $709K |
| Stokes Family Office, LLC | 0.08% | Reduce -23.7% | 9,196 | $704K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -0.1% | 9,149 | $700K |
| Caprock Group, LLC | 0.01% | Reduce -3.5% | 9,133 | $699K |
| Bison Wealth, LLC | 0.06% | Reduce -1.7% | 8,896 | $698K |
| Samalin Investment Counsel, LLC | 0.22% | Add +1.5% | 9,102 | $697K |
| Krilogy Financial LLC | 0.02% | Add +0.8% | 9,080 | $695K |
| Advisors Capital Management, LLC | 0.01% | Add +39.6% | 9,033 | $692K |
| Ritter Daniher Financial Advisory LLC / DE | 0.10% | No change | 8,998 | $689K |
| Lodestone Wealth Management LLC | 0.24% | No change | 8,982 | $688K |
| Baker Tilly Wealth Management, LLC | 0.15% | Add +10.7% | 8,924 | $683K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +10.8% | 8,913 | $682K |
| Russell Investments Group, Ltd. | 0.00% | Add +150.4% | 8,913 | $682K |
| Chatterton & Associates Inc. | 0.40% | Reduce -74.8% | 8,701 | $677K |
| Vermillion & White Wealth Management Group, LLC | 0.34% | No change | 8,826 | $676K |
| Cherry Tree Wealth Management, LLC | 0.13% | Reduce -11.2% | 8,737 | $669K |
| Centennial Advisors, LLC | 0.79% | Add +0.0% | 8,703 | $666K |
| Physician Wealth Advisors, Inc. | 0.08% | Reduce -94.4% | 8,583 | $657K |
| Twin Focus Capital Partners, LLC | 0.07% | No change | 8,569 | $656K |
| Milestone Asset Management Group, LLC | 0.33% | Add +1.3% | 8,562 | $655K |
| Pinnacle Bancorp, Inc. | 0.17% | Add +4.6% | 8,558 | $655K |
| Scotia Capital Inc. | 0.00% | New | 8,559 | $655K |
| Aurelius Family Office LLC | 0.26% | Reduce -9.1% | 8,550 | $655K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -26.4% | 8,524 | $653K |
| Essex Bank | 0.14% | Reduce -0.8% | 8,504 | $651K |
| Sutton Place Investors LLC | 0.31% | Reduce -62.3% | 8,473 | $649K |
| Visionary Wealth Advisors | 0.03% | Add +3.3% | 8,466 | $648K |
| TritonPoint Partners, LLC | 0.05% | Reduce -23.0% | 8,434 | $646K |
| Midwest Trust Co | 0.01% | Add +8.5% | 8,425 | $645K |
| Curtis Wealth Management LLC | 0.55% | Reduce -82.3% | 8,409 | $644K |
| Argent Advisors, Inc. | 0.16% | Reduce -1.5% | 8,401 | $643K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +0.5% | 8,320 | $637K |
| GHP Investment Advisors, Inc. | 0.02% | Reduce -0.9% | 8,284 | $634K |
| Curi Capital, LLC | 0.01% | Add +0.5% | 8,117 | $621K |
| Diversified Management Inc. | 0.13% | Add +0.2% | 8,073 | $618K |
| Claris Advisors, LLC / Mo / | 0.16% | Add +2.6% | 8,060 | $617K |
| Arvest Bank Trust Division | 0.03% | New | 8,059 | $617K |
| CGN Advisors LLC | 0.04% | Reduce -0.1% | 7,953 | $609K |
| Harbour Capital Advisors, LLC | 0.11% | Reduce -1.9% | 7,709 | $604K |
| Friday Financial | 0.16% | No change | 7,651 | $598K |
| National Philanthropic Trust | 0.01% | New | 7,748 | $593K |
| Security Financial Services, INC. | 0.08% | Reduce -84.7% | 7,715 | $591K |
| Creative Capital Management Investments LLC | 0.13% | New | 7,590 | $581K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -90.3% | 7,584 | $581K |
| Balance Wealth Partners LLC | 0.15% | No change | 7,515 | $575K |
| Palisade Asset Management, LLC | 0.05% | No change | 7,482 | $573K |
| Cornerstone Advisors Asset Management, LLC | 0.07% | Add +2.6% | 7,480 | $573K |
| Independent Advisor Alliance | 0.01% | Reduce -92.5% | 7,402 | $567K |
| Uptick Partners, LLC | 0.09% | Add +24.4% | 7,385 | $565K |
| Cassilly Financial Group LLC | 0.41% | Reduce -71.7% | 7,363 | $564K |
| MainStreet Investment Advisors LLC | 0.08% | No change | 7,323 | $561K |
| Tranquility Partners, LLC | 0.19% | No change | 7,293 | $558K |
| Beacon Financial Group | 0.05% | Reduce -23.7% | 7,276 | $557K |
| Ballentine Partners, LLC | 0.01% | Reduce -2.4% | 7,220 | $553K |
| Madison Wealth Partners, Inc | 0.07% | Add +65.5% | 7,199 | $551K |
| Fortis Capital Management LLC | 0.06% | No change | 7,180 | $550K |
| Hyundai Investments Co., Ltd. | 0.59% | Add +172.9% | 7,136 | $546K |
| Legacy Wealth Partners, LLC | 0.12% | Reduce -44.9% | 7,131 | $546K |
| Wealthgarden F.S. LLC | 0.31% | Reduce -63.1% | 7,127 | $546K |
| Avantra Family Wealth, Inc. | 0.35% | Reduce -61.2% | 7,081 | $542K |
| Michels Family Financial, LLC | 0.35% | Reduce -3.5% | 7,065 | $541K |
| MSH Capital Advisors LLC | 0.09% | Reduce -48.0% | 7,044 | $539K |
| Montis Financial, LLC | 0.11% | Add +1.2% | 7,036 | $539K |
| Osborne Partners Capital Management, LLC | 0.03% | Add +0.7% | 7,032 | $538K |
| Semus Wealth Partners LLC | 0.26% | Reduce -53.5% | 7,031 | $538K |
| Flputnam Investment Management Co. | 0.01% | Add +3.7% | 6,935 | $538K |
| Lauterbach Financial Advisors, LLC | 0.23% | Add +1.1% | 6,987 | $535K |
| Advisor OS, LLC | 0.03% | Reduce -0.2% | 6,819 | $522K |
| Axxcess Wealth Management, LLC | 0.01% | Add +6.8% | 6,794 | $520K |
| Mather Group, Llc. | 0.00% | Reduce -52.6% | 6,775 | $519K |
| Foundry Financial Group, Inc. | 0.22% | Add +14.9% | 6,756 | $517K |
| Trust Co. of Vermont | 0.02% | — | 6,701 | $513K |
| Essex Financial Services, Inc. | 0.03% | Reduce -6.7% | 6,641 | $508K |
| Well Done, LLC | 0.07% | No change | 6,605 | $506K |
| Midwest Heritage Bank, FSB | 0.14% | No change | 6,602 | $505K |
| A4 Wealth Advisors LLC | 0.34% | Reduce -23.1% | 6,564 | $502K |
| Aerodigm Wealth, LLC | 0.17% | Reduce -4.1% | 6,543 | $501K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -83.7% | 6,524 | $499K |
| Lane Brothers & Co. Inc. | 0.33% | Reduce -3.8% | 6,517 | $499K |
| Novem Group | 0.05% | Add +28.4% | 6,473 | $496K |
| Madson Wealth Advisors Inc | 0.33% | Reduce -37.2% | 6,427 | $492K |
| Indie Asset Partners, LLC | 0.47% | Reduce -0.4% | 6,423 | $492K |
| Townsquare Capital LLC | 0.09% | Add +85.7% | 6,421 | $492K |
| SwitchPoint Financial Planning, LLC | 0.28% | No change | 6,415 | $491K |
| Trust Point Inc. | 0.04% | Add +8.9% | 6,369 | $488K |
| Wright Wealth LLC | 0.29% | Reduce -2.2% | 6,365 | $487K |
| Allegiance Financial Group Advisory Services LLC | 0.08% | No change | 6,337 | $485K |
| Aaron Wealth Advisors LLC | 0.02% | Add +2.7% | 6,331 | $485K |
| Partners Capital Investment Group, LLP | 0.02% | No change | 6,324 | $484K |
| Insight Wealth Strategies, LLC | 0.05% | Add +39.3% | 6,336 | $484K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 6,300 | $482K |
| Northwest Bancshares, Inc. | 0.09% | No change | 6,283 | $481K |
| HUB Investment Partners, LLC | 0.01% | Add +19.5% | 6,247 | $478K |
| Continuum Advisory, LLC | 0.04% | Reduce -29.3% | 6,244 | $478K |
| TRUE Private Wealth Advisors | 0.04% | Add +27.9% | 6,244 | $478K |
| Squire Investment Management Company, LLC | 0.11% | No change | 6,222 | $476K |
| AlTi Global, Inc. | 0.01% | No change | 6,205 | $475K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -61.2% | 6,173 | $473K |
| Copia Wealth Management | 0.28% | Reduce -0.4% | 6,141 | $470K |
| American Trust | 0.04% | Add +1.1% | 6,121 | $469K |
| Quarry Hill Advisors, LLC | 0.18% | Reduce -10.8% | 6,120 | $468K |
| Payne Capital LLC | 0.39% | No change | 6,115 | $468K |
| FSA Advisors, Inc. | 0.21% | New | 6,115 | $468K |
| Pines Wealth Management, LLC | 0.13% | Add +1.7% | 6,099 | $467K |
| Gilman Hill Asset Management, LLC | 0.06% | No change | 6,094 | $466K |
| Basso Capital Management, L.P. | 0.11% | New | 6,067 | $464K |
| Bessemer Group Inc. | 0.00% | No change | 6,018 | $461K |
| Colter Lewis Investment Partners LLC | 0.20% | New | 6,000 | $459K |
| Tanglewood Wealth Management, Inc. | 0.04% | No change | 5,972 | $457K |
| Lantern Wealth Advisors, LLC | 0.21% | Reduce -40.4% | 5,971 | $457K |
| Novus Advisors, LLC | 0.95% | Reduce -19.5% | 5,923 | $453K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 5,907 | $452K |
| Hilltop National Bank | 0.10% | No change | 5,876 | $450K |
| Center for Financial Planning, Inc. | 0.04% | No change | 5,861 | $449K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -2.6% | 5,842 | $447K |
| Aegis Wealth Management, Inc. | 0.29% | Reduce -35.9% | 5,790 | $443K |
| Capstone Wealth Management, LLC | 0.20% | No change | 5,769 | $442K |
| Citizens Business Bank | 0.07% | No change | 5,756 | $441K |
| Hippocratic Financial Advisors, LLC | 0.17% | No change | 5,755 | $441K |
| Americana Partners, LLC | 0.01% | Reduce -2.8% | 5,746 | $440K |
| Beto Financial Group, LLC | 0.23% | Add +84.9% | 5,630 | $439K |
| TRB Wealth Management, LLC | 0.06% | No change | 5,718 | $438K |
| Strategic Wealth Partners, Ltd. | 0.03% | Reduce -11.9% | 5,672 | $434K |
| Conning Inc. | 0.01% | No change | 5,670 | $434K |
| Strathmore Capital Advisors, Inc. | 0.12% | Add +42.3% | 5,492 | $434K |
| Dopkins Wealth Management, LLC | 0.16% | No change | 5,624 | $430K |
| Crescent Grove Advisors, LLC | 0.04% | Reduce -23.1% | 5,622 | $430K |
| Town Capital LLC | 0.27% | Reduce -62.9% | 5,612 | $430K |
| Maripau Wealth Management LLC | 0.15% | Reduce -63.8% | 5,608 | $429K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +4.5% | 5,605 | $429K |
| CAP Partners, LLC | 0.21% | Reduce -4.2% | 5,579 | $427K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -0.8% | 5,572 | $427K |
| Wharton Business Group, LLC | 0.01% | No change | 5,515 | $422K |
| Theory Financial LLC | 0.13% | Reduce -82.7% | 5,473 | $419K |
| National Bank of Canada | 0.00% | Reduce -1.0% | 5,453 | $418K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Reduce -50.7% | 5,444 | $417K |
| REAP Financial Group, LLC | 0.07% | Reduce -0.1% | 5,440 | $416K |
| Perennial Investment Advisors, LLC | 0.03% | Reduce -38.9% | 5,435 | $416K |
| Becker Capital Management Inc. | 0.01% | No change | 5,415 | $415K |
| Intelligence Driven Advisers, LLC | 0.07% | No change | 5,414 | $414K |
| Cardiff Park Advisors, LLC | 0.03% | Add +1.1% | 5,327 | $408K |
| Beaird Harris Wealth Management, LLC | 0.03% | Add +8.2% | 5,291 | $405K |
| BAM Wealth Management, LLC | 0.25% | Reduce -12.7% | 5,267 | $403K |
| Alvarez & Marsal Private Wealth Partners, LLC | 0.05% | Add +21.4% | 5,260 | $403K |
| Alpine Bank Wealth Management | 0.05% | Reduce -3.5% | 5,258 | $403K |
| Hobbs Wealth Management, LLC | 0.34% | Reduce -91.8% | 5,253 | $402K |
| Stirlingshire Investments, Inc. | 0.30% | Reduce -51.6% | 5,236 | $401K |
| StoneX Group Inc. | 0.02% | New | 5,231 | $400K |
| Sage Mountain Advisors LLC | 0.02% | No change | 5,199 | $398K |
| Marino, Stram & Associates LLC | 0.06% | Reduce -4.6% | 5,191 | $397K |
| GAMMA Investing LLC | 0.01% | Add +40.9% | 5,186 | $397K |
| Granite Bay Wealth Management, LLC | 0.04% | New | 5,176 | $396K |
| XY Planning Network, Inc. | 0.05% | Reduce -85.8% | 5,157 | $395K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 5,132 | $393K |
| Sei Investments Co. | 0.00% | Add +23.4% | 5,118 | $392K |
| OneAscent Financial Services LLC | 0.02% | Add +53.3% | 5,113 | $391K |
| Barnes Wealth Management Group, Inc | 0.18% | Reduce -83.5% | 5,100 | $390K |
| Elevation Wealth Management LLC | 0.29% | Reduce -25.5% | 5,069 | $388K |
| James J. Burns & Company, LLC | 0.04% | No change | 5,049 | $387K |
| First Citizens Asset Management, Inc. | 0.12% | Reduce -8.2% | 5,011 | $384K |
| Bedminster, LLC | 0.33% | Reduce -19.7% | 5,009 | $383K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -20.4% | 4,995 | $382K |
| Investment Advisory Group, LLC | 0.08% | Reduce -0.4% | 4,971 | $381K |
| Seeds Investor LLC | 0.04% | Reduce -51.6% | 4,960 | $380K |
| Index Fund Advisors, Inc. | 0.01% | Add +0.6% | 4,948 | $379K |
| Moneco Advisors, LLC | 0.02% | Add +11.0% | 4,939 | $378K |
| Stonebridge Financial Group, LLC | 0.03% | Add +43.5% | 4,887 | $374K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -93.9% | 4,873 | $373K |
| Shotwell Rutter Baer Inc | 0.20% | Reduce -3.9% | 4,805 | $368K |
| Calamos Wealth Management LLC | 0.01% | Add +5.1% | 4,782 | $366K |
| Toronto Dominion Bank | 0.00% | New | 4,782 | $366K |
| Elevation Wealth Partners, LLC | 0.11% | Add +2.7% | 4,764 | $365K |
| Flagstar Securities, Inc. | 0.11% | Reduce -15.3% | 4,728 | $362K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -14.8% | 4,718 | $361K |
| GWN Securities Inc. | 0.06% | Reduce -55.1% | 4,693 | $359K |
| Stephens Inc. | 0.00% | Reduce -21.6% | 4,668 | $357K |
| Glenview Trust Co | 0.00% | Reduce -37.5% | 4,647 | $356K |
| Atlatl Advisers LLC | 0.08% | Reduce -53.4% | 4,632 | $355K |
| Fiscal Wisdom Wealth Management, LLC | 0.30% | Reduce -36.6% | 4,595 | $352K |
| Culbertson A N & Co. Inc. | 0.04% | No change | 4,595 | $352K |
| Legacy Wealth Asset Management, LLC | 0.08% | No change | 4,593 | $352K |
| Kelly Financial Group LLC | 0.08% | Reduce -7.7% | 4,593 | $352K |
| Cambridge Financial Group, LLC | 0.11% | No change | 4,589 | $351K |
| Fidelity D & D Bancorp Inc. | 0.12% | No change | 4,581 | $351K |
| Northstar Asset Management Inc. | 0.10% | No change | 4,565 | $349K |
| Sequent Planning LLC | 0.07% | Reduce -29.8% | 4,466 | $342K |
| Empowered Funds, LLC | 0.00% | New | 4,450 | $341K |
| Hirtle & Co., LLC | 0.01% | No change | 4,428 | $339K |
| Monument Capital Management | 0.07% | New | 4,415 | $338K |
| LongView Wealth Management | 0.09% | Reduce -49.6% | 4,389 | $336K |
| Knightsbridge Asset Management, LLC | 0.04% | No change | 4,358 | $334K |
| Canandaigua National Bank & Trust Co. | 0.03% | — | 4,338 | $332K |
| Sanchez Gaunt Capital Management, LLC | 0.18% | Reduce -60.6% | 4,291 | $328K |
| Liberty Atlantic Advisors LLC | 0.24% | Add +7.0% | 4,286 | $328K |
| Dala Group, LLC | 0.27% | No change | 4,280 | $328K |
| Merkkuri Wealth Advisors LLC | 0.20% | Reduce -74.9% | 4,270 | $327K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -83.7% | 4,270 | $327K |
| Vanguard Advisers Inc. | 0.00% | Add +7.8% | 4,258 | $326K |
| Arlington Trust Co LLC | 0.03% | Add +3.5% | 4,258 | $326K |
| Milestone Investment Advisors LLC | 0.07% | No change | 4,247 | $325K |
| O'Keefe Stevens Advisory, Inc. | 0.07% | Reduce -1.2% | 4,240 | $325K |
| Trailhead Planners LLC | 0.31% | New | 4,232 | $324K |
| Busey Bank | 0.01% | New | 4,183 | $320K |
| Global View Capital Management LLC | 0.07% | Reduce -3.9% | 4,178 | $320K |
| Prosperity Planning, Inc. | 0.10% | Reduce -28.8% | 4,173 | $319K |
| Peregrine Asset Advisers, Inc. | 0.07% | Add +20.7% | 4,173 | $319K |
| Synergy Financial Group, LTD | 0.23% | No change | 4,169 | $319K |
| Winthrop Advisory Group LLC | 0.02% | New | 4,160 | $318K |
| Diversified Trust Co. | 0.01% | New | 4,158 | $318K |
| Bridge Generations Wealth Management LLC | 0.16% | No change | 4,136 | $317K |
| Wedmont Private Capital | 0.01% | Reduce -8.5% | 4,036 | $316K |
| International Assets Investment Management, LLC | 0.02% | Reduce -18.6% | 4,141 | $316K |
| Wealthspire Retirement, LLC | 0.02% | Add +5.2% | 4,114 | $315K |
| Cape Investment Advisory, Inc. | 0.08% | Reduce -52.2% | 4,108 | $314K |
| Gainline Financial Partners, LLC | 0.29% | — | 4,081 | $312K |
| Compass Financial Group, Inc. (Ohio) | 0.21% | Reduce -18.3% | 4,072 | $312K |
| Focused Alpha, LLC | 0.08% | Add +0.7% | 4,056 | $311K |
| LVW Advisors, LLC | 0.03% | Reduce -0.9% | 4,048 | $310K |
| Rasp Wealth Solutions, LLC | 0.10% | — | 4,043 | $310K |
| Venture Visionary Partners LLC | 0.01% | New | 3,978 | $305K |
| Spinnaker Investment Group, LLC | 0.05% | New | 3,955 | $303K |
| Edgestream Partners, L.P. | 0.01% | New | 3,941 | $302K |
| Meeder Advisory Services, Inc. | 0.01% | Add +5.3% | 3,931 | $301K |
| Paladin Advisory Group, LLC | 0.20% | No change | 3,928 | $301K |
| Jane Street Group, LLC | 0.00% | Reduce -97.0% | 3,924 | $300K |
| Legacy Edge Advisors, LLC | 0.03% | Reduce -39.2% | 3,922 | $300K |
| Versant Capital Management, Inc | 0.03% | No change | 3,905 | $299K |
| JT Stratford LLC | 0.03% | Reduce -69.5% | 3,863 | $296K |
| PGIM Custom Harvest LLC | 0.00% | Add +22.9% | 3,822 | $293K |
| Blue Capital, Inc. | 0.19% | Reduce -62.6% | 3,822 | $293K |
| Adirondack Capital Advisors, LLC | 0.16% | Add +1.0% | 3,816 | $292K |
| GeoWealth Management, LLC | 0.01% | Reduce -60.1% | 3,784 | $290K |
| Obermeyer Wealth Partners | 0.01% | No change | 3,761 | $288K |
| Networth Advisors, LLC | 0.17% | Reduce -3.4% | 3,748 | $287K |
| Next Level Private LLC | 0.06% | Reduce -11.0% | 3,747 | $287K |
| Apollon Financial, LLC | 0.03% | Add +24.2% | 3,718 | $285K |
| Van Diest Capital, LLC | 0.25% | Reduce -2.9% | 3,711 | $284K |
| AlphaCore Capital LLC | 0.01% | Reduce -1.0% | 3,710 | $284K |
| Davidson Trust Co. | 0.11% | Add +7.3% | 3,703 | $283K |
| North Star Asset Management Inc. | 0.01% | No change | 3,695 | $283K |
| MKT Advisors LLC | 0.09% | No change | 3,605 | $282K |
| Bridgewealth Advisory Group, LLC | 0.05% | Add +3.0% | 3,677 | $281K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +2.0% | 3,676 | $281K |
| Team Hewins, LLC | 0.08% | No change | 3,665 | $281K |
| Athena Investment Management | 0.17% | No change | 3,663 | $280K |
| Vickerman Investment Advisors, Inc. | 0.05% | No change | 3,657 | $280K |
| Aurdan Capital Management, LLC | 0.07% | No change | 3,647 | $279K |
| Pacific Asset Management, LLC | 0.14% | Add +2.7% | 3,638 | $278K |
| Trilogy Capital Inc. | 0.01% | Reduce -51.2% | 3,631 | $278K |
| Nixon Peabody Trust Co. | 0.02% | Reduce -0.7% | 3,618 | $277K |
| Mission Hills Financial Advisory, LLC | 0.12% | No change | 3,612 | $276K |
| SmartHarvest Portfolios, LLC | 0.09% | Reduce -10.9% | 3,607 | $276K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 3,602 | $276K |
| Islay Capital Management, LLC | 0.13% | New | 3,587 | $275K |
| Empower Advisory Group, LLC | 0.00% | Add +8.1% | 3,587 | $275K |
| Valmark Advisers, Inc. | 0.00% | Add +0.1% | 3,565 | $273K |
| Radnor Capital Management, LLC | 0.04% | No change | 3,561 | $273K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +2.7% | 3,547 | $272K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 3,539 | $271K |
| Comprehensive Money Management Services LLC | 0.17% | Reduce -5.4% | 3,525 | $270K |
| Rothschild Investment LLC | 0.01% | No change | 3,502 | $268K |
| CFO4Life Group, LLC | 0.04% | Add +8.3% | 3,500 | $268K |
| Marco Investment Management LLC | 0.02% | No change | 3,500 | $268K |
| Simon Quick Advisors, LLC | 0.01% | No change | 3,454 | $264K |
| Huntleigh Advisors, Inc. | 0.04% | No change | 3,440 | $263K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.08% | No change | 3,309 | $263K |
| Simmons Bank | 0.01% | No change | 3,430 | $263K |
| Highland Investment Advisors LLC | 0.11% | — | 3,422 | $262K |
| Strategy Asset Managers LLC | 0.04% | Reduce -51.6% | 3,420 | $262K |
| Paces Ferry Wealth Advisors, LLC | 0.10% | Add +8.4% | 3,394 | $260K |
| Lockerman Financial Group, Inc. | 0.40% | Reduce -52.2% | 3,381 | $259K |
| Tailwinds Wealth, LLC | 0.15% | New | 3,356 | $257K |
| Pettyjohn, Wood & White, Inc. | 0.04% | New | 3,325 | $255K |
| AssuredPartners Investment Advisors, LLC | 0.02% | New | 3,322 | $254K |
| Peak Planning Group, LLC | 0.06% | Add +0.7% | 3,314 | $254K |
| Entrewealth, LLC | 0.09% | New | 3,097 | $253K |
| Commonwealth Financial Services, LLC | 0.03% | Add +1.2% | 3,295 | $252K |
| Atlas Private Wealth Advisors | 0.06% | Add +1.9% | 3,287 | $252K |
| Integrated Wealth Management | 0.27% | Add +6.5% | 3,285 | $251K |
| Stonebridge Financial Group, LLC | 0.03% | — | 3,274 | $250K |
| American National Bank & Trust | 0.02% | No change | 3,262 | $250K |
| City Holding Co. | 0.03% | Add +5333.3% | 3,260 | $250K |
| Haverford Trust Co | 0.00% | No change | 3,259 | $249K |
| Rehmann Capital Advisory Group | 0.01% | Reduce -20.2% | 3,249 | $249K |
| Arwa LLC | 0.10% | Add +1.6% | 3,157 | $248K |
| Cambria Investment Management, L.P. | 0.01% | New | 3,241 | $248K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.09% | Add +21.9% | 3,232 | $248K |
| VestGen Investment Management | 0.13% | Reduce -64.0% | 3,228 | $247K |
| Cornerstone Financial Group, LLC | 0.15% | Add +2.6% | 3,219 | $246K |
| Instrumental Wealth, LLC | 0.12% | Add +5.5% | 3,172 | $243K |
| Oarsman Capital, Inc. | 0.03% | No change | 3,168 | $243K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 3,164 | $242K |
| Clarity Financial LLC | 0.02% | No change | 3,146 | $241K |
| Oder Investment Management, LLC | 0.16% | Add +1.5% | 3,121 | $239K |
| Avior Wealth Management, LLC | 0.01% | Reduce -71.2% | 3,104 | $238K |
| Frontier Asset Management, LLC | 0.04% | Reduce -10.6% | 3,101 | $237K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -1.3% | 3,064 | $235K |
| Gordian Advisors LLC | 0.14% | New | 3,032 | $232K |
| Optimist Retirement Group LLC | 0.09% | No change | 3,028 | $232K |
| Symphony Financial, Ltd. Co. | 0.03% | New | 3,027 | $232K |
| Acorn Wealth Advisors, LLC | 0.06% | Reduce -12.8% | 3,023 | $231K |
| Pinnacle Family Advisors, LLC | 0.10% | Reduce -53.8% | 3,004 | $230K |
| Avestar Capital, LLC | 0.01% | No change | 3,002 | $230K |
| Integral Investment Advisors, Inc. | 0.05% | Reduce -25.0% | 3,000 | $230K |
| Eclectic Associates Inc. | 0.03% | No change | 2,992 | $229K |
| FLC Capital Advisors | 0.04% | Reduce -7.1% | 2,984 | $228K |
| Bahl & Gaynor LLC | 0.00% | Reduce -1.7% | 2,977 | $228K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | Reduce -0.6% | 2,930 | $224K |
| Soltis Investment Advisors LLC | 0.01% | Add +6.8% | 2,912 | $223K |
| Synergy Asset Management, LLC | 0.02% | Reduce -19.4% | 2,902 | $222K |
| Clark Asset Management, LLC | 0.02% | Add +2.0% | 2,901 | $222K |
| Shearwater Capital LLC | 0.11% | No change | 2,898 | $222K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -50.7% | 2,890 | $221K |
| HighPoint Advisor Group LLC | 0.01% | New | 2,872 | $220K |
| Washington Trust Bank | 0.02% | Reduce -8.8% | 2,854 | $218K |
| Piedmont Capital Management, LLC | 0.13% | No change | 2,853 | $218K |
| Summit Global Investments | 0.01% | Reduce -0.2% | 2,850 | $218K |
| Oak Family Advisors, LLC | 0.06% | No change | 2,820 | $216K |
| JMG Financial Group, Ltd. | 0.01% | No change | 2,809 | $215K |
| Sapient Capital LLC | 0.00% | New | 2,808 | $215K |
| Asset One Wealth Management LLC | 0.02% | Reduce -6.9% | 2,718 | $215K |
| Main Street Financial Solutions, LLC | 0.01% | New | 2,790 | $214K |
| Professional Financial Advisors, LLC | 0.04% | Add +2.2% | 2,787 | $213K |
| Proactive Wealth Strategies LLC | 0.03% | Reduce -19.7% | 2,768 | $212K |
| Ballentine Capital Advisors, Inc | 0.08% | No change | 2,754 | $211K |
| Retirement Solution LLC | 0.04% | New | 2,747 | $210K |
| Bogart Wealth, LLC | 0.01% | Add +82.0% | 2,742 | $210K |
| Summit Wealth Group LLC / Co. | 0.02% | No change | 2,741 | $210K |
| Cannon Financial Strategists, Inc. | 0.02% | No change | 2,734 | $209K |
| Dynamic Financial Group | 0.16% | New | 2,726 | $209K |
| Financial Advisors Network, Inc. | 0.03% | New | 2,689 | $206K |
| First Western Trust Bank | 0.01% | New | 2,680 | $205K |
| Great Lakes Advisors, LLC | 0.00% | New | 2,679 | $205K |
| JGP Wealth Management, LLC | 0.02% | Reduce -1.7% | 2,677 | $205K |
| Fulton Bank, N.A. | 0.01% | Reduce -11.4% | 2,677 | $205K |
| Vantage Point Financial LLC | 0.06% | Reduce -27.1% | 2,666 | $204K |
| Heartland Bank & Trust Co | 0.04% | New | 2,641 | $202K |
| Bayban | 0.15% | No change | 2,639 | $202K |
| Heritage Trust Co | 0.02% | New | 2,639 | $202K |
| Choate Investment Advisors | 0.00% | New | 2,639 | $202K |
| Journey Advisory Group, LLC | 0.02% | New | 2,617 | $200K |
| Rosenberg Matthew Hamilton | 0.04% | No change | 2,585 | $198K |
| Rice Partnership, LLC | 0.02% | Add +108.6% | 2,545 | $195K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -8.1% | 2,545 | $195K |
| Providence Capital Advisors, LLC | 0.03% | Reduce -8.5% | 2,538 | $194K |
| MeadowBrook Investment Advisors LLC | 0.15% | No change | 2,495 | $191K |
| Horizon Bancorp Inc. | 0.09% | No change | 2,485 | $190K |
| Godfrey Financial Associates, Inc. | 0.15% | Add +5.2% | 2,481 | $190K |
| Urban Financial Advisory Corp | 0.05% | Reduce -32.7% | 2,470 | $189K |
| Balentine LLC | 0.01% | No change | 2,462 | $188K |
| Tounjian Advisory Partners, LLC | 0.08% | New | 2,443 | $187K |
| Zions Bancorporation, National Association | 0.01% | No change | 2,362 | $181K |
| IMA Advisory Services, Inc. | 0.01% | New | 2,316 | $177K |
| Triumph Capital Management | 0.03% | Reduce -1.8% | 2,300 | $176K |
| S.A. Mason LLC | 0.05% | No change | 2,291 | $175K |
| Anchor Investment Management, LLC | 0.01% | Add +42.5% | 2,277 | $174K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +1.5% | 2,245 | $172K |
| Protective Life Corp. | 1.15% | Reduce -42.0% | 2,107 | $161K |
| Horizon Financial Services, LLC | 0.06% | New | 2,092 | $160K |
| JDM Financial Group LLC | 0.05% | No change | 2,088 | $160K |
| MCF Advisors LLC | 0.01% | Add +1.2% | 2,067 | $158K |
| Main Street Group, LTD | 0.04% | No change | 1,968 | $151K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 1,918 | $147K |
| Clark Wealth Partners | 0.08% | No change | 1,892 | $145K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +67.3% | 1,865 | $143K |
| New Republic Capital, LLC | 0.03% | Reduce -55.3% | 1,853 | $142K |
| Capital Advisor Network LLC | 0.18% | Reduce -45.4% | 1,845 | $141K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,838 | $141K |
| Bravera Wealth | 0.05% | No change | 1,821 | $139K |
| SOA Wealth Advisors, LLC. | 0.02% | Reduce -17.7% | 1,792 | $137K |
| TIAA Wealth Investment Management LLC | 0.00% | Add +1355.2% | 1,688 | $129K |
| Fiduciary Financial Advisors | 0.01% | New | 1,662 | $127K |
| Tsfg, LLC | 0.02% | Reduce -6.5% | 1,643 | $126K |
| Gilpin Wealth Management, LLC | 0.09% | Reduce -1.6% | 1,610 | $123K |
| Tucker Asset Management LLC | 0.03% | Add +27.8% | 1,590 | $122K |
| Signature Equity Partners, LLC | 0.05% | Reduce -4.5% | 1,453 | $111K |
| United Community Bank | 0.03% | Add +812.3% | 1,414 | $108K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 1,406 | $108K |
| Ascentis Independent Advisors | 0.29% | Reduce -92.2% | 1,399 | $107K |
| Bfsg, LLC | 0.01% | No change | 1,388 | $106K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,391 | $106K |
| Navigoe, LLC | 0.05% | No change | 1,348 | $103K |
| Matrix Private Capital Group LLC | 0.04% | No change | 1,322 | $101K |
| Measured Wealth Private Client Group, LLC | 0.02% | No change | 1,317 | $101K |
| High Note Wealth, LLC | 0.02% | No change | 1,302 | $100K |
| Ameriflex Group, Inc. | 0.04% | Reduce -4.4% | 1,272 | $97K |
| Hamrick Investment Counsel, llc | 0.06% | Add +2.4% | 1,259 | $96K |
| Atlantic Union Bankshares Corp | 0.00% | Add +159.1% | 1,254 | $96K |
| NBT Bank, N.A. | 0.01% | Reduce -84.5% | 1,224 | $94K |
| Hoey Investments, Inc. | 0.01% | No change | 1,203 | $92K |
| Signaturefd, LLC | 0.00% | Add +58.2% | 1,196 | $92K |
| Wagner Wealth Management, LLC | 0.02% | Add +2316.7% | 1,160 | $89K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -83.0% | 1,068 | $82K |
| City State Bank | 0.02% | No change | 1,060 | $81K |
| Elevated Capital Advisors, LLC | 0.02% | No change | 1,040 | $80K |
| Princeton Global Asset Management LLC | 0.01% | Reduce -2.6% | 1,032 | $79K |
| Tacita Capital Inc | 0.04% | No change | 1,000 | $77K |
| Strive Financial Group ,LLC | 0.03% | New | 993 | $76K |
| Ares Financial Consulting, LLC | 0.05% | Add +2.6% | 967 | $74K |
| Financial Gravity Companies, Inc. | 0.01% | — | 936 | $72K |
| Atlantic Private Wealth, LLC | 0.04% | No change | 923 | $71K |
| Compass Financial Management LLC | 0.01% | — | 875 | $71K |
| Financial Consulate, Inc. | 0.01% | No change | 905 | $69K |
| Bangor Savings Bank | 0.01% | No change | 891 | $68K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Add +17.1% | 878 | $67K |
| Fourth Dimension Wealth, LLC | 0.02% | Add +3032.1% | 877 | $67K |
| Community Financial Services Group, LLC | 0.01% | New | 875 | $67K |
| Financial Network Wealth Advisors LLC | 0.07% | Add +11.2% | 872 | $67K |
| Ballast Advisors LLC | 0.02% | No change | 838 | $64K |
| LifeSteps Financial, Inc. | 0.03% | New | 832 | $64K |
| SHP Wealth Management | 0.00% | Add +43.1% | 830 | $64K |
| Powell Investment Advisors, LLC | 0.02% | Add +2.7% | 830 | $64K |
| Birchwood Financial Partners, Inc. | 0.05% | Reduce -12.1% | 808 | $62K |
| Keating Financial Advisory Services, Inc. | 0.01% | Add +16.6% | 779 | $60K |
| Imprint Wealth LLC | 0.24% | Reduce -7.9% | 770 | $59K |
| Advocate Investing Services LLC | 0.04% | Add +292.0% | 733 | $56K |
| Dorato Capital Management | 0.04% | No change | 692 | $54K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +1.2% | 700 | $54K |
| First Community Trust NA | 0.02% | No change | 659 | $50K |
| Hurley Capital, LLC | 0.03% | Add +1.4% | 652 | $50K |
| Tompkins Financial Corp. | 0.00% | Reduce -0.8% | 645 | $49K |
| Highline Wealth Partners LLC | 0.01% | No change | 642 | $49K |
| Signature Resources Capital Management, LLC | 0.02% | Add +18.9% | 629 | $48K |
| Rossmore Private Capital | 0.00% | No change | 616 | $47K |
| Aberdeen Wealth Management LLC | 0.02% | New | 600 | $46K |
| Collier Financial | 0.03% | Add +2.7% | 599 | $46K |
| Caldwell Trust Co | 0.00% | Add +75.3% | 568 | $43K |
| Howe & Rusling Inc. | 0.00% | Add +37.8% | 565 | $43K |
| Phillips Financial Management, LLC | 0.00% | Reduce -0.2% | 561 | $43K |
| NorthAvenue LLC | 0.03% | Reduce -16.9% | 561 | $43K |
| JNBA Financial Advisors | 0.00% | No change | 550 | $42K |
| Salem Investment Counselors Inc. | 0.00% | Add +2.6% | 543 | $42K |
| First Bancorp, Inc | 0.02% | New | 540 | $41K |
| Coastline Trust Co | 0.00% | No change | 540 | $41K |
| Silver Grove Financial Group, Inc. | 0.02% | New | 534 | $41K |
| Breakwater Investment Management | 0.01% | No change | 528 | $40K |
| MPWM Advisory Solutions, LLC | 0.02% | No change | 499 | $38K |
| Centennial Bank | 0.01% | No change | 496 | $38K |
| Buck Wealth Strategies, LLC | 0.00% | New | 491 | $38K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +2.8% | 479 | $37K |
| Abound Wealth Management | 0.01% | No change | 472 | $36K |
| Dunhill Financial, LLC | 0.01% | Reduce -39.5% | 462 | $35K |
| Barclays PLC | 0.00% | Reduce -50.0% | 445 | $34K |
| Richardson Capital Management LLC | 0.01% | Add +1.6% | 432 | $33K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +41.4% | 427 | $33K |
| Atwood & Palmer Inc. | 0.00% | Add +2.5% | 411 | $31K |
| BankPlus Trust Department | 0.01% | No change | 409 | $31K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -13.6% | 402 | $31K |
| CVA Family Office, LLC | 0.00% | Add +2.8% | 403 | $31K |
| Legacy Bridge, LLC | 0.01% | No change | 400 | $31K |
| Cordant, Inc. | 0.01% | New | 390 | $30K |
| McGuire Capital Advisors Inc. | 0.02% | Add +4.8% | 390 | $30K |
| Timbuktu Capital Management, LLC | 0.04% | — | 368 | $28K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Add +2.8% | 371 | $28K |
| Sims Investment Management, LLC | 0.01% | New | 364 | $28K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 363 | $28K |
| SYM FINANCIAL Corp | 0.00% | No change | 362 | $28K |
| Rogco, LP | 0.01% | No change | 346 | $26K |
| NBH Bank | 0.01% | — | 332 | $25K |
| Crewe Advisors LLC | 0.00% | Add +38.3% | 325 | $25K |
| Chesapeake Asset Management LLC | 0.02% | No change | 325 | $25K |
| Integrity Financial Corp | 0.01% | No change | 322 | $25K |
| Toth Financial Advisory Corp. | 0.00% | No change | 306 | $23K |
| Harbor Asset Planning, Inc. | 0.02% | Add +2.4% | 303 | $23K |
| Nemes Rush Group LLC | 0.00% | No change | 303 | $23K |
| Fairman Group, LLC | 0.02% | Add +2.1% | 297 | $23K |
| CGC Financial Services, LLC | 0.00% | No change | 280 | $21K |
| Valley National Advisers Inc. | 0.00% | No change | 267 | $20K |
| KERR FINANCIAL PLANNING Corp | 0.02% | No change | 256 | $20K |
| Planning Strategies Inc. | 0.01% | — | 253 | $19K |
| Avion Wealth | 0.00% | Add +2.9% | 253 | $19K |
| EPG Wealth Management LLC | 0.00% | No change | 245 | $19K |
| Vanguard National Trust Co | 0.00% | No change | 230 | $18K |
| Archer Investment Corp | 0.00% | Add +10.4% | 222 | $17K |
| MTM Investment Management, LLC | 0.00% | Add +2.4% | 216 | $17K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +22.7% | 216 | $17K |
| Adkins Seale Capital Management LLC | 0.01% | No change | 206 | $16K |
| Tidemark, LLC | 0.00% | Reduce -18.8% | 203 | $16K |
| Pittenger & Anderson Inc. | 0.00% | New | 198 | $15K |
| Eastern Bank | 0.00% | Reduce -10.1% | 195 | $15K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 190 | $15K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 188 | $14K |
| Smithfield Trust Co | 0.00% | No change | 183 | $14K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 179 | $14K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 174 | $13K |
| Montag A & Associates Inc. | 0.00% | New | 172 | $13K |
| Kozak & Associates, Inc. | 0.00% | Reduce -1.2% | 167 | $13K |
| Evermay Wealth Management LLC | 0.00% | No change | 159 | $12K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +2.7% | 154 | $12K |
| Delos Wealth Advisors, LLC | 0.01% | No change | 153 | $12K |
| Angeles Wealth Management, LLC | 0.00% | Reduce -90.5% | 150 | $11K |
| First Pacific Financial | 0.00% | New | 149 | $11K |
| Gill Capital Partners, LLC | 0.00% | No change | 148 | $11K |
| TOWER TRUST & INVESTMENT Co | 0.01% | No change | 144 | $11K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 139 | $11K |
| Parvin Asset Management, LLC | 0.01% | No change | 139 | $11K |
| 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 | $10K |
| Ankerstar Wealth, LLC | 0.01% | No change | 120 | $9K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 116 | $9K |
| Napier Financial, LLC | 0.00% | Add +2.9% | 108 | $8K |
| Trust Co. of Toledo NA | 0.00% | New | 107 | $8K |
| Glassman Wealth Services | 0.00% | New | 98 | $8K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 97 | $7K |
| Coston, McIsaac & Partners | 0.00% | No change | 104 | $7K |
| Basepoint Wealth LLC | 0.00% | New | 90 | $7K |
| Grove Bank & Trust | 0.00% | No change | 90 | $7K |
| Adirondack Trust Co. | 0.00% | No change | 90 | $7K |
| Caitlin John, LLC | 0.00% | No change | 87 | $7K |
| Richards, Merrill & Peterson, Inc. | 0.00% | No change | 86 | $7K |
| Sittner & Nelson, LLC | 0.00% | No change | 84 | $6K |
| JPL Wealth Management, LLC | 0.00% | No change | 81 | $6K |
| Richard W. Paul & Associates, LLC | 0.00% | New | 79 | $6K |
| Register Financial Advisors LLC | 0.00% | Add +127.3% | 75 | $6K |
| Roxbury Financial LLC | 0.00% | Add +102.8% | 73 | $6K |
| Topsail Wealth Management, LLC | 0.00% | No change | 67 | $5K |
| Alerus Financial NA | 0.00% | No change | 67 | $5K |
| Caldwell Sutter Capital, Inc. | 0.00% | Reduce -8.4% | 65 | $5K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -86.6% | 62 | $5K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 60 | $5K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 60 | $5K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 56 | $4K |
| CX Institutional | 0.00% | New | 52 | $4K |
| Chelsea Counsel Co. | 0.00% | No change | 51 | $4K |
| Barnes Dennig Private Wealth Management LLC | 0.00% | No change | 51 | $4K |
| Founders Capital Management | 0.00% | New | 51 | $4K |
| Pioneer Family Office, LLC | 0.00% | No change | 50 | $4K |
| Hilton Head Capital Partners, LLC | 0.00% | Reduce -50.5% | 50 | $4K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 50 | $4K |
| Hoese & Co LLP | 0.00% | No change | 48 | $4K |
| Downshift Financial, LLC | 0.00% | New | 47 | $4K |
| Barrett & Company, Inc. | 0.00% | No change | 47 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 47 | $4K |
| Investment Counsel Co. of Nevada | 0.01% | New | 46 | $4K |
| United Financial Planning Group LLC | 0.00% | No change | 42 | $3K |
| Strategic Wealth Advisors LLC | 0.00% | No change | 49 | $3K |
| Your Advocates Ltd., LLP | 0.00% | New | 39 | $3K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 38 | $3K |
| Pillar Financial Advisors, LLC | 0.00% | No change | 35 | $3K |
| Provident Wealth Management, LLC | 0.00% | Add +2.9% | 35 | $3K |
| Aspect Partners, LLC | 0.00% | New | 33 | $3K |
| Motco | 0.00% | No change | 29 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +70.6% | 29 | $2K |
| Markowski Investments | 0.00% | — | 28 | $2K |
| Rachor Investment Advisory Services, LLC | 0.00% | Add +4.3% | 24 | $2K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | Add +4.5% | 23 | $2K |
| Arvest Investments, Inc. | 0.00% | New | 22 | $2K |
| Orion Capital Management LLC | 0.00% | No change | 17 | $1K |
| Wolff Wiese Magana LLC | 0.00% | Reduce -59.5% | 15 | $1K |
| Addison Advisors LLC | 0.00% | Reduce -97.3% | 13 | $1K |
| Prosperity Bancshares Inc | 0.00% | New | 10 | $766 |
| Front Row Advisors LLC | 0.00% | No change | 8 | $653 |
| Graney & King, LLC | 0.00% | No change | 7 | $550 |
| Manning & Napier Advisors LLC | 0.00% | No change | 4 | $322 |
"% 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.