iShares Core MSCI Eafe ETFIEFAETF
13F holders, Q1 2024 (March 31)1,786holders
5famous investors
$74.26avg. 13F price*
At the end of Q1 2024, 1,786 institutions reported holding iShares Core MSCI Eafe ETF (IEFA) in their 13F filings. The largest holders were Bank of America Corp. ($12.9B), Morgan Stanley ($6.6B) and Jones Financial Companies LLLP ($5.9B). 5 famous investors held it, including Joel Greenblatt (0.6% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares Core MSCI Eafe ETF
- CUSIP
- 46432F842
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 100 | $4.4B |
| Exits | 65 | $66.3M |
Ownership 1,786 holders
| Bank of America Corp. | 1.27% | Add +2.3% | 173,192,758 | $12.9B |
| Morgan Stanley | 0.53% | Add +1.6% | 89,067,011 | $6.6B |
| Jones Financial Companies LLLP | 7.99% | Add +2.7% | 78,987,633 | $5.9B |
| Tiaa Trust, National Association | 13.31% | Add +0.5% | 58,621,198 | $4.4B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.52% | New | 57,224,039 | $4.2B |
| Wells Fargo & Company | 1.12% | Add +1.0% | 56,973,317 | $4.2B |
| Envestnet Asset Management Inc. | 1.05% | Add +8.4% | 37,857,907 | $2.8B |
| BlackRock Inc. | 0.06% | Reduce -5.1% | 35,403,119 | $2.6B |
| LPL Financial LLC | 1.33% | Reduce -3.6% | 33,240,329 | $2.5B |
| Goldman Sachs Group Inc. | 0.50% | Reduce -17.4% | 31,853,520 | $2.4B |
| US Bancorp \de | 3.25% | Add +3.1% | 31,443,403 | $2.3B |
| Raymond James & Associates | 1.48% | Reduce -0.5% | 29,384,292 | $2.2B |
| Northwestern Mutual Wealth Management Co. | 2.13% | Add +3.0% | 27,898,437 | $2.1B |
| UBS Group AG | 0.59% | Add +0.8% | 23,912,427 | $1.8B |
| Bank of New York Mellon Corp | 0.34% | Add +7.6% | 23,834,657 | $1.8B |
| FMR LLC | 0.09% | Add +6.8% | 18,573,038 | $1.4B |
| JPMorgan Chase & Co. | 0.12% | Add +2.3% | 17,759,457 | $1.3B |
| M&T Bank Corp | 3.90% | Reduce -3.3% | 15,088,104 | $1.1B |
| PNC Financial Services Group, Inc. | 0.77% | Reduce -0.3% | 15,009,847 | $1.1B |
| Envestnet Portfolio Solutions, Inc. | 3.56% | Add +3.3% | 12,769,649 | $947.8M |
| Betterment LLC | 2.32% | Reduce -3.3% | 11,647,915 | $864.5M |
| Ameriprise Financial Inc. | 0.20% | Add +6.4% | 9,566,256 | $713.2M |
| State of New Jersey Common Pension Fund D | 2.13% | No change | 9,500,471 | $705.1M |
| Stifel Financial Corp. | 0.78% | Reduce -3.8% | 9,271,173 | $688.1M |
| Bank of Montreal | 0.20% | Add +53.0% | 8,730,211 | $648.0M |
| Mariner, LLC | 1.27% | Add +12.5% | 8,272,605 | $614.0M |
| Cerity Partners LLC | 1.56% | Add +6.8% | 8,021,580 | $592.5M |
| Royal Bank of Canada | 0.14% | Add +4.9% | 7,738,651 | $574.4M |
| Assetmark, Inc. | 1.79% | Add +1.1% | 7,428,363 | $551.3M |
| Truist Financial Corp. | 0.81% | Reduce -6.6% | 7,208,044 | $535.0M |
| National Bank of Canada | 0.92% | Add +220.1% | 7,138,336 | $532.9M |
| Alliancebernstein L.P. | 0.17% | Add +0.6% | 6,523,127 | $484.1M |
| Raymond James Financial Services Advisors, Inc. | 0.72% | Reduce -4.0% | 6,519,657 | $483.9M |
| Keybank National Association | 1.94% | Add +6.4% | 6,324,020 | $469.4M |
| First Citizens Bank & Trust Co. | 8.27% | Add +0.7% | 5,815,086 | $431.6M |
| HighTower Advisors, LLC | 0.69% | Reduce -12.7% | 5,762,268 | $427.7M |
| Ballentine Partners, LLC | 7.85% | Add +2.8% | 5,571,630 | $413.5M |
| Avantax Advisory Services, Inc. | 3.63% | Add +46.7% | 5,509,677 | $408.9M |
| Baird Financial Group, Inc. | 0.85% | Add +5.4% | 5,473,205 | $406.2M |
| Franklin Resources Inc. | 0.13% | Add +0.1% | 5,392,344 | $400.2M |
| Charles Schwab Investment Management Inc. | 0.09% | Reduce -7.5% | 5,085,911 | $377.5M |
| Cornerstone Partners Capital Management, LLC | 23.33% | Add +10.8% | 4,681,862 | $347.5M |
| Sei Investments Co. | 0.48% | Reduce -2.3% | 4,410,888 | $327.4M |
| United Capital Financial Advisors, LLC | 2.69% | Reduce -4.6% | 4,390,995 | $325.9M |
| Cresset Asset Management, LLC | 1.58% | Reduce -2.4% | 4,384,060 | $325.4M |
| Alesco Advisors, LLC, An ESL Co | 10.49% | Add +1.7% | 4,296,826 | $318.9M |
| Allspring Global Investments Holdings, LLC | 0.48% | Reduce -3.4% | 4,184,357 | $310.6M |
| Fiduciary Trust Co | 4.38% | Add +10.8% | 3,844,254 | $285.3M |
| Hirtle & Co., LLC | 14.03% | Add +3.4% | 3,792,504 | $281.5M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 8.64% | Reduce -1.1% | 3,784,885 | $280.9M |
| Flputnam Investment Management Co. | 5.89% | Add +7.4% | 3,729,373 | $276.8M |
| Members Trust Co | 7.75% | Reduce -6.3% | 3,501,191 | $259.9M |
| Nuveen Asset Management, LLC | 0.08% | Reduce -7.5% | 3,432,096 | $254.7M |
| Mission Wealth Management, LP | 6.66% | Add +14.6% | 3,346,659 | $248.4M |
| Cetera Investment Advisers | 0.58% | Add +185.8% | 3,339,335 | $247.8M |
| Bell Bank | 20.06% | Add +2.5% | 3,143,109 | $233.3M |
| Creative Planning | 0.25% | Reduce -4.9% | 3,044,859 | $226.0M |
| Alaska Permanent Fund Corp | 3.29% | Reduce -21.5% | 3,008,014 | $223.3M |
| Commonwealth Equity Services, LLC | 0.36% | Add +3.5% | 2,951,509 | $219.1M |
| Signaturefd, LLC | 4.61% | Add +3.8% | 2,941,239 | $218.3M |
| Dynasty Wealth Management, LLC | 6.80% | — | 2,872,792 | $213.2M |
| Quotient Wealth Partners, LLC | 7.46% | Add +10.2% | 2,814,820 | $208.9M |
| Modera Wealth Management, LLC | 3.15% | Add +13.6% | 2,785,739 | $206.8M |
| Haverford Trust Co | 2.15% | Add +3.4% | 2,766,791 | $205.4M |
| Greenleaf Trust | 1.88% | Add +3.2% | 2,730,922 | $202.7M |
| Fifth Third Bancorp | 0.78% | Reduce -2.4% | 2,669,645 | $198.1M |
| MML Investors Services, LLC | 0.81% | Add +8.3% | 2,659,156 | $197.4M |
| Pure Financial Advisors, LLC | 6.11% | Add +6.9% | 2,630,546 | $195.2M |
| Natixis Advisors, LLC | 0.43% | Add +25.0% | 2,522,859 | $187.2M |
| RiverFront Investment Group, LLC | 5.26% | Add +4.5% | 2,515,708 | $186.7M |
| Credit Suisse AG/ | 0.18% | No change | 2,474,000 | $183.6M |
| Passaic Partners LLC | 25.98% | Reduce -2.6% | 2,427,992 | $180.2M |
| First Command Advisory Services, Inc. | 1.88% | Reduce -7.8% | 2,413,494 | $179.1M |
| First Hawaiian Bank | 5.54% | Reduce -8.4% | 2,395,718 | $177.8M |
| Northern Trust Corp. | 0.03% | Reduce -32.7% | 2,382,580 | $176.8M |
| Mill Creek Capital Advisors, LLC | 4.71% | Add +4864.9% | 2,337,011 | $173.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 3.88% | Add +3.9% | 2,298,586 | $170.6M |
| Northwestern Mutual Investment Management Company, LLC | 4.24% | Reduce -49.3% | 2,183,538 | $162.1M |
| Macquarie Group Ltd. | 0.18% | Add +10.8% | 2,108,029 | $156.5M |
| Matson Money. Inc. | 5.11% | Reduce -1.0% | 2,077,129 | $154.2M |
| CKW Financial Group | 19.78% | Add +17.8% | 2,056,465 | $152.0M |
| Brown Brothers Harriman & Co. | 1.16% | Reduce -8.4% | 2,032,353 | $150.8M |
| Citizens Financial Group Inc. | 5.02% | Reduce -3.6% | 2,027,074 | $150.4M |
| Midland Wealth Advisors, LLC | 8.87% | Add +3.2% | 1,941,747 | $144.1M |
| Avidian Wealth Enterprises, LLC | 7.64% | Add +24.3% | 1,926,151 | $143.0M |
| Merit Financial Group, LLC | 3.29% | Add +32.0% | 1,878,109 | $137.8M |
| Moneta Group Investment Advisors LLC | 2.17% | Add +17.0% | 1,791,006 | $132.9M |
| Truepoint, Inc. | 3.74% | Reduce -4.0% | 1,774,284 | $131.7M |
| Alaska Permanent Capital Management, LLC | 9.85% | Reduce -9.6% | 1,709,695 | $126.6M |
| Rockefeller Capital Management L.P. | 0.37% | Add +1.3% | 1,701,079 | $126.3M |
| Heritage Wealth Advisors | 5.64% | Add +1.0% | 1,663,646 | $123.5M |
| First Business Financial Services, Inc. | 13.23% | Add +1.4% | 1,661,809 | $123.3M |
| Manufacturers Life Insurance Company, The | 0.11% | Reduce -22.0% | 1,646,824 | $122.2M |
| Halbert Hargrove Global Advisors, LLC | 7.98% | Reduce -1.9% | 1,622,531 | $120.4M |
| MAI Capital Management | 1.25% | Add +27.3% | 1,613,968 | $119.8M |
| Osaic Holdings, Inc. | 0.26% | Reduce -64.9% | 1,594,472 | $118.4M |
| Janney Montgomery Scott LLC | 0.35% | Add +3.4% | 1,590,968 | $118.1M |
| Connecticut Wealth Management, LLC | 6.12% | Add +6.5% | 1,549,919 | $115.0M |
| Comerica Bank | 0.49% | Add +6.6% | 1,534,112 | $113.9M |
| Wellington Management Group LLP | 0.02% | Reduce -48.9% | 1,467,020 | $108.9M |
| Corient Private Wealth LP | 0.19% | Add +4.3% | 1,466,480 | $108.8M |
| TD Private Client Wealth LLC | 3.47% | Add +12.3% | 1,422,851 | $105.6M |
| UMB Bank, n.a. | 1.67% | Add +1.2% | 1,417,956 | $105.2M |
| Global Strategic Investment Solutions, LLC | 11.87% | Reduce -5.1% | 1,367,806 | $101.5M |
| Wealth Enhancement Advisory Services, LLC | 0.26% | Add +2.9% | 1,358,624 | $100.8M |
| Neuberger Berman Group LLC | 0.08% | Add +2.0% | 1,349,941 | $100.2M |
| National Philanthropic Trust | 2.15% | Reduce -4.7% | 1,324,486 | $98.3M |
| Capital Analysts, LLC | 4.59% | Reduce -12.6% | 1,323,765 | $98.3M |
| SigFig Wealth Management, LLC | 3.60% | Reduce -3.1% | 1,325,279 | $98.1M |
| Equitable Holdings, Inc. | 1.08% | Reduce -3.4% | 1,297,016 | $96.3M |
| Principal Securities, Inc. | 2.98% | Add +17.0% | 1,288,571 | $95.6M |
| Captrust Financial Advisors | 0.35% | Reduce -16.1% | 1,280,516 | $95.0M |
| First Financial Bank - Trust Division | 8.91% | Add +5.2% | 1,249,001 | $92.7M |
| HSBC Holdings PLC | 0.06% | Add +1.2% | 1,227,093 | $91.1M |
| Spire Wealth Management | 1.62% | Add +1.6% | 262,304 | $88.0M |
| Johnson Financial Group, Inc. | 4.68% | Add +12.5% | 1,171,126 | $86.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.59% | Add +623.8% | 1,160,300 | $86.1M |
| Vicus Capital | 7.82% | Add +2.0% | 1,156,467 | $85.8M |
| Wealthquest Corp | 9.11% | Reduce -1.3% | 1,145,838 | $85.0M |
| Bartlett & Co. Wealth Management LLC | 1.30% | Add +2.8% | 1,134,894 | $84.2M |
| Gratus Capital, LLC | 3.88% | Add +3.9% | 1,133,305 | $84.1M |
| Regions Financial Corp. | 0.64% | Reduce -0.2% | 1,130,828 | $83.9M |
| Hantz Financial Services, Inc. | 1.63% | Reduce -5.1% | 1,128,383 | $83.7M |
| Cambridge Investment Research Advisors, Inc. | 0.32% | Add +12.7% | 1,118,535 | $83.0M |
| Fragasso Financial Advisors Inc | 7.02% | Add +0.8% | 1,117,422 | $82.9M |
| Nottingham Advisors, Inc. | 10.14% | Reduce -12.7% | 1,116,308 | $82.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.18% | Reduce -33.6% | 1,113,918 | $82.7M |
| Full Sail Capital, LLC | 5.73% | Add +7.5% | 1,106,401 | $82.1M |
| Ritholtz Wealth Management | 2.80% | Add +1.7% | 1,095,474 | $81.3M |
| Prudential Financial Inc. | 0.11% | Reduce -7.2% | 1,064,114 | $79.0M |
| RKL Wealth Management LLC | 7.83% | Reduce -3.7% | 1,064,093 | $79.0M |
| Lockheed Martin Investment Management Co. | 5.46% | No change | 1,013,100 | $75.2M |
| Center for Financial Planning, Inc. | 11.22% | Add +4.5% | 1,011,096 | $75.0M |
| Janney Capital Management LLC | 4.95% | Reduce -2.9% | 1,003,529 | $74.5M |
| Venturi Wealth Management, LLC | 4.58% | Add +0.2% | 960,534 | $71.3M |
| Rehmann Capital Advisory Group | 5.30% | Add +3.6% | 957,705 | $71.1M |
| Edge Capital Group, LLC | 3.52% | Add +4.1% | 954,439 | $70.8M |
| Aaron Wealth Advisors LLC | 10.02% | Reduce -3.8% | 941,367 | $69.9M |
| SPC Financial, Inc. | 6.21% | Add +2.6% | 889,962 | $66.1M |
| Jabodon PT Co. | 46.73% | No change | 884,020 | $65.6M |
| Wealthspire Advisors, LLC | 0.87% | Reduce -3.9% | 878,024 | $65.2M |
| Financiere des Professionnels - Fonds d'investissement inc. | 5.25% | Reduce -11.1% | 876,853 | $65.1M |
| Texas Capital Bank Wealth Management Services Inc | 7.07% | Add +2.7% | 867,006 | $64.3M |
| Bailard, Inc. | 1.72% | Add +0.5% | 839,693 | $62.3M |
| Graves Light Lenhart Wealth, Inc. | 6.96% | Add +24.1% | 809,866 | $60.1M |
| McKinley Carter Wealth Services, Inc. | 4.01% | Add +4.2% | 809,021 | $60.0M |
| Cabot-Wellington, LLC | 23.14% | Reduce -1.4% | 803,347 | $59.6M |
| Choreo, LLC | 1.50% | Reduce -8.1% | 787,830 | $58.5M |
| Intrust Bank NA | 6.15% | Add +0.2% | 773,269 | $57.4M |
| Diversified Trust Co. | 1.72% | Add +8.1% | 769,094 | $57.1M |
| First National Trust Co | 2.31% | Reduce -1.2% | 766,968 | $56.9M |
| Southern Farm Bureau Life Insurance | 9.37% | Add +4.4% | 764,811 | $56.6M |
| Arkos Global Advisors | 9.43% | Add +2.0% | 761,783 | $56.5M |
| NewEdge Advisors, LLC | 0.49% | Reduce -4.5% | 761,526 | $56.5M |
| Adventist Health System/ West | 10.15% | No change | 760,220 | $56.4M |
| First Foundation Advisors | 2.25% | Add +12.4% | 757,968 | $56.3M |
| Mason Street Advisors, LLC | 9.41% | Reduce -14.8% | 753,200 | $55.9M |
| Callan Family Office, LLC | 12.94% | Add +9.0% | 743,726 | $55.2M |
| Parallel Advisors, LLC | 1.49% | Add +2.7% | 741,363 | $55.0M |
| Riversedge Advisors, LLC | 13.52% | Add +4.1% | 739,111 | $54.9M |
| Pathstone Holdings, LLC | 0.26% | Add +4.7% | 737,193 | $54.7M |
| Monashee Investment Management LLC | 6.53% | Reduce -6.0% | 735,780 | $54.6M |
| Twin Focus Capital Partners, LLC | 10.26% | Add +3.3% | 725,929 | $53.9M |
| Bangor Savings Bank | 5.49% | Add +5.2% | 723,386 | $53.7M |
| Orgel Wealth Management, LLC | 1.45% | Add +1.5% | 711,381 | $52.8M |
| OneDigital Investment Advisors LLC | 0.83% | Add +4.2% | 710,061 | $52.7M |
| Integrated Wealth Concepts LLC | 0.74% | Add +1.4% | 690,779 | $51.3M |
| Facet Wealth, Inc. | 1.72% | Add +4.4% | 689,994 | $51.0M |
| Conservest Capital Advisors, Inc. | 5.07% | Reduce -2.2% | 668,990 | $49.7M |
| Dan L Duncan Foundation | 73.37% | No change | 659,233 | $48.9M |
| Kestra Advisory Services, LLC | 0.33% | Add +16.9% | 653,739 | $48.5M |
| Compton Financial Group, LLC | 16.25% | Add +1.4% | 650,996 | $48.3M |
| Roth Financial Partners LLC | 20.99% | Add +11.3% | 638,494 | $47.4M |
| Wedmont Private Capital | 3.45% | Reduce -0.0% | 640,200 | $47.3M |
| AMG National Trust Bank | 1.37% | Add +13.5% | 633,030 | $47.0M |
| Institutional & Family Asset Management, LLC | 7.41% | Reduce -1.6% | 624,438 | $46.3M |
| Shepherd Financial Partners LLC | 6.03% | Add +1.6% | 620,560 | $46.1M |
| Acadian Asset Management LLC | 0.16% | Reduce -27.8% | 620,300 | $46.0M |
| Ledyard National Bank | 4.45% | Add +5.9% | 620,092 | $46.0M |
| Ironwood Wealth Management, LLC. | 14.86% | Reduce -0.2% | 617,408 | $45.8M |
| Marcum Wealth, LLC | 4.64% | Reduce -3.4% | 616,410 | $45.7M |
| BOK Financial Private Wealth, Inc. | 3.39% | Reduce -3.4% | 613,478 | $45.5M |
| Wilshire Advisors LLC | 22.55% | Reduce -2.5% | 610,711 | $45.3M |
| Citadel Advisors | 0.04% | New | 610,526 | $45.3M |
| Cape Cod Five Cents Savings Bank | 4.29% | Add +1.5% | 599,580 | $44.5M |
| Brickley Wealth Management | 10.11% | Add +0.6% | 593,997 | $44.1M |
| Conrad N. Hilton Foundation | 45.69% | New | 592,622 | $44.0M |
| True Link Financial Advisors, LLC | 4.21% | Add +6.5% | 591,957 | $43.9M |
| Wilbanks Smith & Thomas Asset Management LLC | 1.22% | Reduce -1.8% | 587,420 | $43.6M |
| InterOcean Capital Group, LLC | 1.04% | Add +38.8% | 586,451 | $43.5M |
| Mercer Global Advisors Inc. | 0.12% | Add +5.9% | 573,059 | $42.8M |
| Quadrant Capital Group LLC | 3.37% | Add +1.8% | 575,351 | $42.7M |
| Regis Acquisition Inc. | 25.92% | Reduce -24.9% | 574,062 | $42.6M |
| Disciplina Capital Management LLC | 7.13% | Reduce -1.8% | 569,841 | $42.3M |
| Prime Capital Investment Advisors, LLC | 0.59% | Reduce -4.1% | 566,174 | $42.0M |
| Colony Family Offices, LLC | 13.56% | Add +0.3% | 564,722 | $41.9M |
| Northwest Quadrant Wealth Management, LLC | 10.20% | Add +24.2% | 561,192 | $41.7M |
| Olympus Wealth Management, LLC | 24.55% | Reduce -18.1% | 558,119 | $41.4M |
| Gotham Asset Management | 0.62% | Add +22.3% | 553,188 | $41.1M |
| Thrivent Financial for Lutherans | 0.08% | Reduce -30.4% | 549,982 | $40.8M |
| Atria Investments, Inc | 0.56% | Add +15.4% | 546,952 | $40.6M |
| Alaska Wealth Advisors, LLC | 6.11% | Reduce -12.5% | 545,086 | $40.5M |
| Lake Street Advisors Group, LLC | 1.88% | Reduce -0.8% | 541,436 | $40.2M |
| Meeder Advisory Services, Inc. | 4.07% | Add +7.6% | 539,032 | $40.0M |
| 1832 Asset Management L.P. | 0.07% | Reduce -20.8% | 537,349 | $39.9M |
| LBMC Investment Advisors, LLC | 3.43% | Reduce -1.0% | 533,322 | $39.6M |
| Strategies Wealth Advisors, LLC | 6.05% | Reduce -2.9% | 530,028 | $39.3M |
| Galvin, Gaustad & Stein, LLC | 3.66% | Add +0.7% | 528,892 | $39.3M |
| Bank of Hawaii | 1.91% | Add +1.8% | 527,749 | $39.2M |
| Klingman & Associates, LLC | 2.80% | Add +1.1% | 524,587 | $38.9M |
| Waddell & Associates, LLC | 5.22% | Reduce -1.3% | 520,754 | $38.7M |
| SVB Wealth LLC | 0.86% | Add +36.6% | 517,269 | $38.4M |
| Legacy Edge Advisors, LLC | 7.98% | Add +4.5% | 516,189 | $38.3M |
| Beacon Pointe Advisors, LLC | 0.43% | Add +1.9% | 515,661 | $38.3M |
| Composition Wealth, LLC | 0.96% | Reduce -7.4% | 513,397 | $38.1M |
| Steward Partners Investment Advisory, LLC | 0.42% | Add +8.9% | 508,396 | $37.7M |
| Atria Wealth Solutions, Inc. | 0.42% | Add +6.3% | 505,764 | $37.5M |
| Revolve Wealth Partners, LLC | 6.38% | Add +45.6% | 502,840 | $37.3M |
| iA Global Asset Management Inc. | 0.76% | Reduce -0.7% | 502,777 | $37.3M |
| Orion Porfolio Solutions, LLC | 0.40% | Reduce -13.4% | 500,791 | $37.2M |
| Orion Portfolio Solutions, LLC | 0.40% | Reduce -13.4% | 500,791 | $37.2M |
| Apollon Wealth Management, LLC | 1.16% | Add +10.3% | 497,806 | $36.9M |
| Pacific Capital Wealth Advisors, Inc. | 8.65% | Reduce -0.2% | 494,949 | $36.7M |
| Blair William & Co. | 0.11% | Add +3.5% | 491,042 | $36.4M |
| Fusion Family Wealth, LLC | 3.71% | Add +0.3% | 482,378 | $35.8M |
| Rockbridge Investment Management, LCC | 5.19% | Add +7.3% | 477,412 | $35.4M |
| Conrad Siegel Investment Advisors, Inc. | 10.29% | Add +1.0% | 473,969 | $35.2M |
| Isthmus Partners, LLC | 3.98% | Reduce -0.2% | 471,945 | $35.0M |
| Jordan Park Group LLC | 2.21% | Add +5.3% | 469,223 | $34.8M |
| DAVENPORT & Co LLC | 0.22% | Add +5.7% | 467,882 | $34.7M |
| Brown Advisory Inc. | 0.05% | Add +2.7% | 462,133 | $34.3M |
| MCF Advisors LLC | 2.65% | Reduce -2.6% | 461,693 | $34.3M |
| New York Life Investment Management LLC | 0.34% | Reduce -3.5% | 460,965 | $34.2M |
| Crestwood Advisors Group, LLC | 0.74% | Reduce -3.0% | 459,495 | $34.1M |
| Cambridge Associates LLC /Ma/ | 1.82% | Add +3.7% | 458,041 | $34.0M |
| RMR Wealth Builders | 4.03% | Add +8.3% | 448,555 | $33.3M |
| Hancock Whitney Corp. | 1.12% | Add +4.4% | 437,440 | $32.5M |
| Cranbrook Wealth Management, LLC | 8.19% | Add +0.5% | 436,165 | $32.4M |
| Sterling Investment Advisors LLC | 18.90% | Reduce -1.1% | 434,446 | $32.2M |
| Coldstream Capital Management Inc. | 0.82% | Reduce -7.6% | 433,597 | $32.2M |
| Aspiriant, LLC | 1.33% | Add +15.8% | 431,250 | $32.0M |
| Catalyst Financial Partners LLC | 8.19% | Add +6.6% | 448,715 | $31.8M |
| Abundance Wealth Counselors | 7.32% | Add +1.5% | 428,746 | $31.8M |
| Wellspring Financial Advisors, LLC | 4.99% | Add +152.8% | 425,480 | $31.6M |
| Stratos Wealth Partners, LTD. | 0.53% | Add +7.9% | 425,333 | $31.6M |
| Sage Advisory Services, Ltd.Co. | 8.57% | Add +33.5% | 422,866 | $31.4M |
| Community Bank, N.A. | 4.07% | Reduce -27.6% | 417,451 | $31.0M |
| Fort Point Capital Partners LLC | 4.18% | Add +25.4% | 415,276 | $30.8M |
| CGC Financial Services, LLC | 16.11% | Add +3.9% | 414,660 | $30.8M |
| Financial Engines Advisors L.L.C. | 0.07% | Reduce -9.3% | 414,460 | $30.8M |
| Whittier Trust Co. of Nevada Inc. | 0.88% | Add +7.3% | 411,746 | $30.6M |
| Valeo Financial Advisors, LLC | 1.09% | Add +6.4% | 422,498 | $30.5M |
| Whittier Trust Co. | 0.44% | Add +4.1% | 408,578 | $30.3M |
| Global Wealth Strategies & Associates | 11.34% | Reduce -16.3% | 406,170 | $30.1M |
| Strategic Point Investment Advisors, LLC | 5.39% | Add +2.5% | 400,161 | $29.7M |
| Acropolis Investment Management, LLC | 1.94% | Reduce -2.5% | 400,005 | $29.7M |
| Strategic Investment Advisors / MI | 3.81% | Add +10.1% | 399,534 | $29.7M |
| Valley Forge Investment Consultants Inc. Adv | 11.52% | Add +24.9% | 397,962 | $29.5M |
| Great Lakes Advisors, LLC | 0.25% | Add +1.5% | 392,827 | $29.2M |
| Tarbox Family Office, Inc. | 5.10% | Reduce -0.9% | 391,181 | $29.0M |
| BLB&B Advisors, LLC | 1.62% | Reduce -0.0% | 387,766 | $28.8M |
| Dixon Mitchell Investment Counsel Inc. | 1.42% | Add +6.4% | 383,769 | $28.5M |
| Axiom Investors LLC | 0.25% | Add +23.2% | 380,600 | $28.2M |
| Fairhaven Wealth Management, LLC | 9.69% | Add +7.3% | 380,380 | $28.2M |
| Financial Counselors Inc. | 0.47% | Reduce -0.3% | 377,434 | $28.0M |
| Capital Advisors Inc. | 0.60% | Reduce -7.4% | 375,127 | $27.8M |
| Wescott Financial Advisory Group, LLC | 3.45% | Add +29.6% | 373,247 | $27.7M |
| Raymond James Trust N.A. | 0.67% | Add +7.0% | 371,702 | $27.6M |
| Smith & Howard Wealth Management, LLC | 8.44% | Reduce -2.8% | 367,898 | $27.3M |
| Shoker Investment Counsel, Inc. | 9.68% | Reduce -5.9% | 367,063 | $27.1M |
| Trek Financial, LLC | 2.15% | Add +7.9% | 365,188 | $27.1M |
| Ritter Daniher Financial Advisory LLC / DE | 8.92% | Add +3.0% | 362,972 | $26.9M |
| University of Massachusetts Foundation, Inc. | 11.10% | No change | 359,506 | $26.7M |
| Concurrent Investment Advisors, LLC | 1.08% | Add +2.9% | 358,291 | $26.6M |
| Opus Capital Group, LLC | 3.84% | Reduce -0.7% | 353,601 | $26.2M |
| Dynamic Advisor Solutions LLC | 0.88% | Reduce -1.1% | 352,336 | $26.2M |
| Victory Capital Management Inc. | 0.03% | Add +5.8% | 349,291 | $25.9M |
| Bishop & Co Investment Management, LLC | 10.56% | Add +3.2% | 343,695 | $25.5M |
| New England Asset Management Inc. | 4.12% | No change | 342,800 | $25.4M |
| Fifth Third Wealth Advisors LLC | 3.96% | Add +105.4% | 342,698 | $25.4M |
| RPTC Inc. | 5.37% | Reduce -6.1% | 342,552 | $25.4M |
| Allen Investment Management, LLC | 0.32% | Add +19.5% | 340,959 | $25.3M |
| Probity Advisors, Inc. | 5.23% | Add +0.7% | 340,502 | $25.3M |
| Parkside Investments, LLC | 3.96% | Add +106.2% | 336,170 | $25.0M |
| Stash Investments, LLC | 17.62% | Add +7.0% | 331,933 | $24.6M |
| Focus Partners Wealth | 0.20% | Add +37.2% | 330,026 | $24.5M |
| Dean, Jacobson Financial Services, LLC | 19.15% | Add +0.5% | 318,561 | $23.6M |
| Marion Wealth Management | 6.97% | Reduce -0.7% | 314,622 | $23.4M |
| Park Avenue Securities LLC | 0.30% | Add +17.4% | 313,772 | $23.3M |
| Archford Capital Strategies, LLC | 3.90% | Add +4.7% | 312,678 | $23.2M |
| Beacon Bank & Trust | 5.76% | Add +2.3% | 312,320 | $23.2M |
| Trajan Wealth LLC | 1.56% | — | 310,141 | $23.0M |
| New Perspectives, Inc | 12.66% | — | 308,091 | $22.9M |
| Ratio Wealth Group | 4.25% | Add +1.1% | 307,712 | $22.8M |
| Private Advisor Group, LLC | 0.16% | Add +4.3% | 307,519 | $22.8M |
| Gallagher Fiduciary Advisors, LLC | 0.81% | Reduce -1.0% | 307,153 | $22.8M |
| Mesirow Financial Investment Management, Inc. | 0.52% | Add +11.9% | 306,659 | $22.8M |
| Citigroup Inc. | 0.02% | Reduce -3.7% | 306,119 | $22.7M |
| Global Retirement Partners, LLC | 0.85% | Add +2.5% | 305,893 | $22.7M |
| Great Diamond Partners, LLC | 5.20% | Add +4.6% | 305,311 | $22.7M |
| Turtle Creek Wealth Advisors, LLC | 5.54% | Add +4.6% | 304,274 | $22.6M |
| Brandywine Oak Private Wealth LLC | 2.35% | Add +5.7% | 303,402 | $22.5M |
| Montis Financial, LLC | 10.67% | Reduce -3.9% | 302,693 | $22.5M |
| First Citizens Asset Management, Inc. | 8.47% | Reduce -5.5% | 301,372 | $22.4M |
| Long Run Wealth Advisors, LLC | 5.88% | Add +4.8% | 300,936 | $22.3M |
| Iowa State Bank | 4.86% | Add +6.2% | 295,793 | $22.0M |
| Towercrest Capital Management | 3.70% | Add +2.0% | 295,711 | $21.9M |
| Old National Bancorp | 0.52% | Add +9.1% | 294,694 | $21.9M |
| Financial Advocates Investment Management | 1.27% | Add +4.1% | 288,847 | $21.8M |
| Kestra Private Wealth Services, LLC | 0.49% | Reduce -2.7% | 293,144 | $21.8M |
| Investure, LLC | 3.81% | Reduce -19.0% | 293,071 | $21.8M |
| Cutler Investment Counsel LLC | 2.87% | Add +2.3% | 288,422 | $21.4M |
| Twele Capital Management, Inc. | 4.84% | Add +0.3% | 288,055 | $21.4M |
| American Century Companies Inc. | 0.01% | Reduce -11.4% | 287,200 | $21.3M |
| JFS Wealth Advisors, LLC | 1.68% | Add +5.6% | 285,636 | $21.2M |
| CW Advisors, LLC | 0.36% | Add +0.2% | 284,530 | $21.1M |
| Professional Advisory Services Inc. | 2.62% | Add +0.6% | 282,066 | $20.9M |
| Martel Wealth Advisors LLC | 4.53% | Reduce -0.5% | 281,233 | $20.9M |
| WASHINGTON TRUST Co | 0.76% | Add +12.3% | 280,422 | $20.8M |
| NewEdge Wealth, LLC | 0.47% | Add +6.0% | 285,960 | $20.8M |
| WBH Advisory Inc. | 2.12% | Add +2.5% | 277,220 | $20.6M |
| MBL Wealth, LLC | 2.32% | Add +1.8% | 274,684 | $20.4M |
| First National Bank & Trust Co. of Newtown | 4.12% | Reduce -1.5% | 273,677 | $20.3M |
| West Paces Advisors Inc. | 5.31% | Add +1.9% | 271,704 | $20.2M |
| Neumann Capital Management, LLC | 7.15% | Add +4.9% | 270,342 | $20.1M |
| Venture Visionary Partners LLC | 0.95% | Reduce -0.7% | 270,252 | $20.1M |
| Wela Strategies, Inc. | 9.47% | Add +4.6% | 270,008 | $20.0M |
| Private Capital Management LLC | 4.40% | Reduce -0.1% | 268,957 | $20.0M |
| JSF Financial, LLC | 6.25% | Reduce -22.4% | 268,887 | $20.0M |
| Broadview Financial Management, LLC | 14.34% | Add +0.0% | 265,324 | $19.7M |
| Stephens Consulting, LLC | 6.04% | Add +1.6% | 265,207 | $19.7M |
| Mackenzie Financial Corp. | 0.03% | Reduce -71.3% | 262,587 | $19.5M |
| Foster Dykema Cabot & Partners, LLC | 1.80% | Add +3.4% | 260,208 | $19.3M |
| MTC Wealth Management LLC | 8.87% | Reduce -3.2% | 259,954 | $19.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +22.4% | 259,667 | $19.3M |
| Commerce Bank | 0.13% | Add +0.1% | 257,024 | $19.1M |
| Exencial Wealth Advisors, LLC | 0.71% | Reduce -2.9% | 256,889 | $19.1M |
| Condor Capital Management | 1.86% | Add +1.7% | 255,605 | $19.0M |
| Portland Global Advisors LLC | 2.58% | Add +9.7% | 254,764 | $18.9M |
| West Financial Advisors, LLC | 4.01% | Add +2.2% | 251,961 | $18.7M |
| Meeder Asset Management Inc. | 1.17% | Reduce -9.1% | 250,281 | $18.6M |
| Sigma Investment Counselors Inc. | 1.18% | Reduce -1.3% | 247,471 | $18.4M |
| Integrated Advisors Network LLC | 0.94% | Add +1.5% | 246,932 | $18.3M |
| S. R. Schill & Associates | 7.95% | Reduce -3.9% | 246,128 | $18.3M |
| Arvest Trust Co. N A | 1.04% | Add +0.1% | 245,654 | $18.2M |
| MassMutual Private Wealth & Trust, FSB | 0.56% | Add +2.6% | 242,374 | $18.0M |
| Wealth Architects, LLC | 2.37% | Reduce -0.4% | 242,128 | $18.0M |
| Balentine LLC | 0.53% | Reduce -7.6% | 239,420 | $17.8M |
| Ullmann Wealth Partners Group, LLC | 2.63% | Reduce -5.5% | 238,125 | $17.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.45% | Reduce -6.7% | 237,954 | $17.7M |
| Northwest & Ethical Investments L.P. | 0.51% | Add +1.1% | 237,572 | $17.6M |
| Resonant Capital Advisors, LLC | 1.50% | Add +3.8% | 236,743 | $17.6M |
| BSW Wealth Partners | 2.97% | Reduce -33.1% | 236,131 | $17.5M |
| Hudson Capital Management LLC | 6.25% | Reduce -1.6% | 235,517 | $17.5M |
| Bull Oak Capital, LLC | 11.65% | Reduce -1.1% | 234,279 | $17.4M |
| GHP Investment Advisors, Inc. | 0.86% | Add +2.6% | 234,090 | $17.4M |
| Sovereign Investment Advisors, LLC | 5.94% | No change | 231,925 | $17.2M |
| Klaas Financial Asset Advisors, LLC | 3.42% | Reduce -0.4% | 230,935 | $17.1M |
| NorthLanding Financial Partners, LLC | 18.64% | Reduce -0.2% | 230,832 | $17.1M |
| Proquility Private Wealth Partners, LLC | 5.86% | Add +13.4% | 230,714 | $17.1M |
| Highland Capital Management, LLC | 0.98% | Add +1.3% | 230,142 | $17.1M |
| Perigon Wealth Management, LLC | 0.52% | Add +2.0% | 229,666 | $17.0M |
| Rock Creek Group LLC | 2.14% | Reduce -3.3% | 229,150 | $17.0M |
| CX Institutional | 0.82% | Add +8.8% | 228,536 | $17.0M |
| Core Wealth Advisors, Inc. | 5.71% | Add +2.1% | 226,264 | $16.8M |
| Farther Finance Advisors, LLC | 1.02% | Reduce -15.4% | 226,221 | $16.7M |
| Shelter Ins Retirement Plan | 22.73% | Reduce -35.8% | 224,262 | $16.6M |
| Concourse Financial Group Securities, Inc. | 1.07% | Add +10.1% | 223,736 | $16.6M |
| Dohj, LLC | 4.39% | Add +10.9% | 222,704 | $16.5M |
| Mycio Wealth Partners, LLC | 4.13% | Add +0.5% | 220,755 | $16.4M |
| LCNB Corp. | 5.88% | Add +0.8% | 218,893 | $16.2M |
| Pine Ridge Advisers LLC | 1.87% | No change | 215,432 | $16.0M |
| Guidance Point Advisors, LLC | 5.40% | Add +0.5% | 214,629 | $15.9M |
| DRW Securities, LLC | 0.91% | Add +167.3% | 214,235 | $15.9M |
| O'Dell Group, LLC | 3.89% | Add +0.3% | 213,798 | $15.9M |
| Atlantic Edge Private Wealth Management, LLC | 5.45% | Add +11.4% | 213,532 | $15.8M |
| Petix & Botte Co | 3.93% | Add +402.1% | 213,386 | $15.8M |
| Encompass Wealth Advisors, LLC | 4.21% | Add +1.4% | 212,510 | $15.8M |
| Cwm, LLC | 0.08% | Reduce -94.0% | 209,816 | $15.6M |
| Rogco, LP | 6.36% | New | 209,574 | $15.6M |
| Argent Advisors, Inc. | 6.09% | Reduce -0.6% | 207,499 | $15.4M |
| FinTrust Capital Advisors, LLC | 2.96% | Reduce -3.4% | 206,055 | $15.3M |
| Better Money Decisions, LLC | 12.13% | Reduce -18.4% | 206,003 | $15.3M |
| Fisher Asset Management | 0.01% | Reduce -10.9% | 205,650 | $15.3M |
| Texas Capital Bancshares Inc | 6.90% | Add +1.3% | 204,951 | $15.2M |
| Texas Yale Capital Corp. | 0.67% | Reduce -1.2% | 202,656 | $15.0M |
| Affiance Financial, LLC | 4.05% | Add +30.5% | 201,560 | $15.0M |
| Lowe Brockenbrough & Co. Inc. | 1.01% | Reduce -0.9% | 200,645 | $14.9M |
| Freedom Investment Management, Inc. | 1.19% | Add +13.9% | 200,137 | $14.9M |
| Lincoln Capital Corp. | 6.49% | Add +0.4% | 200,044 | $14.8M |
| Main Management LLC | 1.27% | Reduce -0.1% | 199,896 | $14.8M |
| Safeguard Financial, LLC | 4.83% | Add +11.0% | 199,599 | $14.8M |
| Regent Peak Wealth Advisors LLC | 3.75% | Add +43.0% | 199,019 | $14.8M |
| SCS Capital Management LLC | 0.31% | Reduce -5.3% | 198,032 | $14.7M |
| KMG Fiduciary Partners, LLC | 1.51% | Add +0.7% | 196,325 | $14.6M |
| Crescent Grove Advisors, LLC | 1.51% | Reduce -0.9% | 194,999 | $14.5M |
| Liquid Strategies, LLC | 3.74% | Add +5.9% | 194,928 | $14.5M |
| Vantage Financial Partners Ltd., Inc. | 3.77% | Add +47.5% | 194,581 | $14.4M |
| Empire Life Investments Inc. | 0.89% | Reduce -6.9% | 194,230 | $14.4M |
| Horizon Investments, LLC | 0.38% | Reduce -83.7% | 194,110 | $14.4M |
| Curi Capital, LLC | 0.33% | Add +1458.5% | 191,198 | $14.2M |
| Topel & Distasi Wealth Management, LLC | 6.25% | Add +2.5% | 190,531 | $14.1M |
| Regis Management CO LLC | 4.24% | Add +0.4% | 187,941 | $13.9M |
| Crewe Advisors LLC | 1.61% | Reduce -0.2% | 185,713 | $13.8M |
| PDS Planning, Inc | 1.45% | Reduce -1.0% | 185,351 | $13.8M |
| Savant Capital, LLC | 0.16% | Reduce -2.9% | 184,994 | $13.7M |
| AE Wealth Management LLC | 0.15% | Reduce -68.5% | 184,022 | $13.7M |
| Integrated Investment Consultants, LLC | 3.75% | Reduce -1.4% | 183,364 | $13.6M |
| Family Capital Trust Co | 4.66% | Add +0.0% | 183,265 | $13.6M |
| Founders Financial Securities LLC | 1.42% | Reduce -10.9% | 182,664 | $13.6M |
| Grove Bank & Trust | 2.28% | Reduce -1.4% | 182,425 | $13.5M |
| Tortoise Investment Management, LLC | 1.64% | Add +5.8% | 181,875 | $13.5M |
| Marquette Associates, Inc. | 9.51% | Add +4345.3% | 181,191 | $13.4M |
| McAdam, LLC | 0.86% | Reduce -3.2% | 180,774 | $13.4M |
| Bahl & Gaynor LLC | 0.07% | Add +7.6% | 180,590 | $13.4M |
| Jane Street Group, LLC | 0.02% | New | 180,455 | $13.4M |
| Geneos Wealth Management Inc. | 0.61% | Add +3.1% | 178,860 | $13.3M |
| Associated Banc-Corp | 0.42% | Add +6.0% | 178,353 | $13.2M |
| Wick Capital Partners, LLC | 12.82% | Reduce -0.6% | 146,588 | $13.2M |
| Morris Financial Concepts, Inc. | 6.63% | Add +7.9% | 174,507 | $13.0M |
| Guidance Capital, Inc. | 4.76% | Reduce -8.6% | 180,497 | $12.9M |
| Synovus Financial Corp. | 0.17% | Add +13.7% | 173,859 | $12.9M |
| Stratos Wealth Advisors, LLC | 0.76% | Add +6.8% | 172,713 | $12.8M |
| Marietta Wealth Management, LLC | 2.11% | Add +4.5% | 172,468 | $12.8M |
| Southern Capital Advisors, LLC | 7.71% | Add +961.9% | 171,175 | $12.7M |
| Randall & Associates Wealth Management | 11.44% | Add +0.9% | 170,787 | $12.7M |
| Single Point Partners, LLC | 2.92% | Add +34.0% | 169,558 | $12.6M |
| Zacks Investment Management | 0.13% | Add +13.5% | 169,553 | $12.6M |
| Partners Capital Investment Group, LLP | 0.38% | Reduce -34.9% | 169,134 | $12.6M |
| Sage Rhino Capital LLC | 2.94% | Add +1.8% | 167,900 | $12.5M |
| Ancora Advisors LLC | 0.29% | Add +5.7% | 167,871 | $12.5M |
| Sowell Financial Services LLC | 0.58% | Reduce -0.3% | 164,413 | $12.2M |
| Ironsides Asset Advisors, LLC | 4.15% | Add +55.2% | 163,355 | $12.1M |
| Evernest Financial Advisors, LLC | 5.74% | Add +5.8% | 171,241 | $12.1M |
| Omnia Family Wealth, LLC | 5.65% | Reduce -1.4% | 162,400 | $12.1M |
| CENTRAL TRUST Co | 0.30% | Reduce -2.5% | 160,685 | $11.9M |
| Shelter Mutual Insurance Co | 3.07% | No change | 160,575 | $11.9M |
| First Horizon Advisors, Inc. | 0.37% | Reduce -1.0% | 160,164 | $11.9M |
| Concentric Wealth Management, LLC | 3.15% | Add +2.7% | 159,425 | $11.8M |
| Halpern Financial, Inc. | 3.41% | Reduce -0.7% | 159,282 | $11.8M |
| Heritage Investors Management Corp. | 0.41% | Reduce -0.5% | 158,336 | $11.8M |
| Adaptive Financial Consulting, LLC | 5.24% | Add +1.9% | 158,288 | $11.7M |
| Harbour Capital Advisors, LLC | 2.90% | Reduce -0.5% | 159,680 | $11.7M |
| Motive Wealth Advisors | 7.09% | Add +42.3% | 157,821 | $11.7M |
| Veery Capital, LLC | 4.79% | Reduce -2.0% | 157,449 | $11.7M |
| Proathlete Wealth Management LLC | 6.18% | Reduce -0.3% | 156,625 | $11.6M |
| Riverview Trust Co | 8.98% | Add +0.1% | 156,465 | $11.6M |
| Heck Capital Advisors, LLC | 1.77% | Add +0.9% | 156,404 | $11.6M |
| Peninsula Wealth, LLC | 2.31% | Reduce -17.1% | 155,810 | $11.6M |
| Rwa Wealth Partners, LLC | 0.15% | Add +6.9% | 155,161 | $11.5M |
| Becker Capital Management Inc. | 0.40% | Reduce -43.4% | 154,995 | $11.5M |
| Physician Wealth Advisors, Inc. | 2.39% | Reduce -9.1% | 160,613 | $11.4M |
| Robertson Stephens Wealth Management, LLC | 0.62% | Add +16.9% | 152,786 | $11.3M |
| Piedmont Capital Management, LLC | 7.67% | Add +2.1% | 153,182 | $11.3M |
| LPWM LLC | 4.14% | Add +3.2% | 154,738 | $11.3M |
| Strategic Investment Management, LLC | 8.64% | Reduce -8.5% | 155,590 | $11.3M |
| Northcape Wealth Management, LLC | 4.09% | Reduce -0.8% | 151,077 | $11.2M |
| Coastline Trust Co | 1.35% | Reduce -1.5% | 150,323 | $11.2M |
| Relative Value Partners Group, LLC | 0.70% | Reduce -5.5% | 159,678 | $11.2M |
| Summit Wealth Partners, LLC | 2.38% | Add +1.9% | 150,112 | $11.1M |
| Avid Wealth Partners LLC | 8.93% | Reduce -7.5% | 149,793 | $11.1M |
| Cibc World Market Inc. | 0.03% | Reduce -0.4% | 149,725 | $11.1M |
| Cordgrass Capital Advisors, LLC | 3.43% | Add +6.6% | 148,251 | $11.0M |
| Kaydan Wealth Management, Inc. | 3.74% | Add +1.0% | 147,717 | $11.0M |
| Ellevest, Inc. | 0.68% | Add +1.1% | 147,453 | $10.9M |
| Bremer Bank National Association | 2.02% | Reduce -29.4% | 146,908 | $10.9M |
| Global Wealth Management Investment Advisory, Inc. | 2.66% | Add +0.1% | 146,146 | $10.8M |
| Money Concepts Capital Corp. | 0.99% | Add +4.7% | 144,601 | $10.7M |
| Lincoln National Corp. | 0.17% | Add +102.4% | 143,837 | $10.7M |
| Ieq Capital, LLC | 0.15% | Add +2.3% | 143,332 | $10.6M |
| Independent Solutions Wealth Management, LLC | 2.52% | Add +0.9% | 142,674 | $10.6M |
| Arbor Investment Advisors, LLC | 1.55% | Reduce -6.2% | 142,667 | $10.6M |
| Custos Family Office, LLC | 5.45% | Add +1.1% | 142,187 | $10.6M |
| SkyOak Wealth, LLC | 2.46% | Add +4.4% | 138,705 | $10.3M |
| Tiemann Investment Advisors, LLC | 4.58% | Add +2.5% | 137,966 | $10.2M |
| Canopy Partners, LLC | 5.00% | Add +5.0% | 137,911 | $10.2M |
| Peapack Gladstone Financial Corp. | 0.16% | Add +14.7% | 136,698 | $10.1M |
| Aveo Capital Partners, LLC | 1.11% | Add +2.2% | 138,214 | $10.1M |
| Winthrop Capital Management, LLC | 4.67% | Reduce -3.9% | 136,458 | $10.1M |
| FFT Wealth Management LLC | 0.87% | Reduce -0.7% | 135,739 | $10.1M |
| Simon Quick Advisors, LLC | 0.74% | Reduce -16.0% | 133,339 | $9.9M |
| Family Asset Management, LLC | 6.18% | Add +2.1% | 132,856 | $9.9M |
| Koesten, Hirschmann & Crabtree, INC. | 6.32% | Add +3.7% | 132,535 | $9.8M |
| ERn Financial, LLC | 1.69% | Add +3.3% | 131,152 | $9.7M |
| Sigma Planning Corp | 0.31% | Add +110.4% | 130,906 | $9.7M |
| Advisory Services Network, LLC | 0.22% | Add +3.2% | 130,680 | $9.7M |
| Matrix Private Capital Group LLC | 6.57% | Add +6.6% | 130,561 | $9.7M |
| Asset Dedication, LLC | 0.71% | Reduce -9.4% | 129,142 | $9.6M |
| Nova R Wealth, Inc. | 4.94% | Add +3.2% | 127,415 | $9.5M |
| Liberty Wealth Management LLC | 1.83% | Add +2.4% | 126,311 | $9.4M |
| Hardy Reed LLC | 1.16% | No change | 126,181 | $9.4M |
| Portfolio Strategies, Inc. | 0.64% | New | 126,181 | $9.4M |
| Waverly Advisors, LLC | 0.22% | Add +208.8% | 125,486 | $9.3M |
| Evergreen Capital Management LLC | 0.35% | Add +17.6% | 125,281 | $9.3M |
| Gladstone Institutional Advisory LLC | 0.51% | Reduce -11.0% | 124,260 | $9.2M |
| Tectonic Advisors LLC | 0.70% | No change | 123,457 | $9.2M |
| Freestone Capital Holdings, LLC | 0.34% | Add +4.9% | 123,033 | $9.1M |
| Clearstead Advisors, LLC | 0.45% | Add +5.7% | 121,826 | $9.1M |
| Stokes Family Office, LLC | 1.14% | Reduce -2.6% | 122,431 | $9.1M |
| Snowden Capital Advisors LLC | 0.29% | Reduce -2.3% | 121,954 | $9.1M |
| Anderson Hoagland & Co. | 1.00% | Reduce -1.6% | 122,582 | $8.9M |
| Tanager Wealth Management LLP | 1.44% | Reduce -1.4% | 120,076 | $8.9M |
| Webster Bank, N. A. | 1.00% | Add +4.0% | 119,912 | $8.9M |
| Octavia Wealth Advisors, LLC | 1.31% | Add +583.9% | 119,769 | $8.9M |
| Regal Investment Advisors LLC | 0.60% | Add +50.5% | 119,115 | $8.8M |
| Conning Inc. | 0.30% | No change | 118,845 | $8.8M |
| NBT Bank, N.A. | 0.65% | Reduce -3.5% | 118,781 | $8.8M |
| Glenmede Trust Co. NA | 0.04% | Add +6.2% | 118,705 | $8.8M |
| SC&H Financial Advisors, Inc. | 2.29% | Reduce -1.2% | 118,615 | $8.8M |
| Rossmore Private Capital | 1.15% | Add +2.9% | 118,423 | $8.8M |
| Federation des caisses Desjardins du Quebec | 0.06% | Add +1.3% | 118,071 | $8.8M |
| ArchPoint Investors | 3.68% | No change | 117,752 | $8.7M |
| Axxcess Wealth Management, LLC | 0.25% | Add +8.2% | 116,485 | $8.6M |
| Foundry Financial Group, Inc. | 6.15% | Add +18.6% | 116,180 | $8.6M |
| Highline Wealth Partners LLC | 3.48% | Add +10.8% | 114,896 | $8.5M |
| Life Planning Partners, Inc | 8.37% | Add +5.5% | 113,214 | $8.4M |
| Allie Family Office LLC | 4.95% | Add +2.9% | 113,159 | $8.4M |
| Montecito Bank & Trust | 1.67% | Reduce -1.9% | 112,227 | $8.3M |
| Wealthstream Advisors, Inc. | 3.14% | Reduce -6.2% | 111,327 | $8.3M |
| SYM FINANCIAL Corp | 1.36% | Reduce -20.8% | 111,207 | $8.3M |
| Patriot Investment Management Group, Inc. | 0.65% | Reduce -2.2% | 110,660 | $8.2M |
| Mather Group, Llc. | 0.13% | Add +0.3% | 116,065 | $8.2M |
| Westside Investment Management, Inc. | 1.96% | Add +2.5% | 109,912 | $8.2M |
| Plancorp, LLC | 0.35% | Add +0.1% | 109,265 | $8.1M |
| Chicago Partners Investment Group LLC | 0.34% | Add +1.0% | 112,041 | $8.1M |
| Wells Trecaso Financial Group, LLC | 2.86% | Add +496.2% | 108,967 | $8.1M |
| Sawgrass Asset Management LLC | 0.88% | Add +5.0% | 108,895 | $8.1M |
| Affinity Capital Advisors, LLC | 1.77% | Reduce -29.8% | 106,924 | $7.9M |
| Jackson Hole Capital Partners, LLC | 1.81% | Reduce -1.1% | 106,667 | $7.9M |
| Waldron Private Wealth LLC | 0.36% | Add +9.1% | 106,652 | $7.9M |
| Cim Investment Management Inc. | 2.36% | No change | 106,614 | $7.9M |
| Charles Schwab Trust Co | 0.75% | Reduce -2.5% | 106,554 | $7.9M |
| Smith Salley Wealth Management | 0.61% | Reduce -0.2% | 105,418 | $7.8M |
| Armbruster Capital Management, Inc. | 1.65% | Reduce -0.5% | 104,586 | $7.8M |
| Stephens Group Asset Management, LLC | 0.71% | Add +0.1% | 104,116 | $7.7M |
| Country Club Bank | 0.55% | Add +1.6% | 104,112 | $7.7M |
| Defined Wealth Management, LLC | 5.49% | Reduce -0.2% | 103,036 | $7.6M |
| Widmann Financial Services, Inc. | 6.41% | Add +2.4% | 102,861 | $7.6M |
| Columbia Bank | 3.12% | — | 102,343 | $7.6M |
| Horizon Bancorp Inc. | 3.60% | Add +9.7% | 101,799 | $7.6M |
| SWP Financial LLC | 5.27% | Reduce -0.6% | 101,769 | $7.5M |
| Omega Financial Group, LLC | 3.06% | Reduce -1.9% | 100,939 | $7.5M |
| FDx Advisors, Inc. | 1.13% | Reduce -21.0% | 99,958 | $7.4M |
| Richard W. Paul & Associates, LLC | 2.95% | Reduce -0.7% | 99,676 | $7.4M |
| Simplicity Wealth,LLC | 0.18% | New | 99,629 | $7.4M |
| Pinnacle Financial Partners Inc | 0.16% | Add +46.5% | 99,599 | $7.4M |
| Per Stirling Capital Management, LLC. | 1.23% | Add +0.1% | 99,278 | $7.4M |
| TRUE Private Wealth Advisors | 0.84% | Add +10.3% | 99,045 | $7.4M |
| Abound Wealth Management | 2.79% | Add +0.2% | 98,707 | $7.3M |
| Graypoint LLC | 0.53% | Reduce -6.4% | 98,537 | $7.3M |
| Park Place Capital Corp | 2.62% | Add +181.4% | 98,434 | $7.3M |
| Cornerstone Advisory, LLC | 1.03% | Add +0.6% | 97,084 | $7.2M |
| King Wealth Management Group | 1.26% | Reduce -8.0% | 96,454 | $7.2M |
| Avion Wealth | 1.91% | Reduce -3.4% | 95,711 | $7.1M |
| Insight 2811, Inc. | 3.65% | Add +1.0% | 95,682 | $7.1M |
| Element Pointe Advisors, LLC | 1.81% | Add +24.8% | 95,150 | $7.1M |
| Econ Financial Services Corp | 4.37% | Reduce -33.5% | 94,883 | $7.0M |
| HB Wealth Management, LLC | 0.09% | Add +1.2% | 94,499 | $7.0M |
| Pegasus Partners Ltd. | 0.74% | Reduce -1.1% | 94,496 | $7.0M |
| Transcend Capital Advisors, LLC | 0.56% | Reduce -5.8% | 93,911 | $7.0M |
| State of Tennessee, Department of Treasury | 0.03% | No change | 93,731 | $7.0M |
| TCV Trust & Wealth Management, Inc. | 0.67% | Add +0.6% | 93,641 | $7.0M |
| Oakwell Private Wealth Management, LLC | 2.11% | Reduce -0.8% | 93,315 | $6.9M |
| Claro Advisors Inc. | 1.20% | Reduce -7.5% | 93,161 | $6.9M |
| Red Tortoise LLC | 3.86% | Reduce -42.5% | 93,044 | $6.9M |
| Stratos Investment Management, LLC | 0.67% | Reduce -0.6% | 92,762 | $6.9M |
| Wade Financial Advisory, Inc | 2.50% | Reduce -2.6% | 92,555 | $6.9M |
| Providence Capital Advisors, LLC | 1.49% | Add +4.7% | 91,993 | $6.8M |
| Beacon Harbor Wealth Advisors, Inc. | 1.81% | Add +3.1% | 91,918 | $6.8M |
| IFG Advisory, LLC | 0.51% | Add +64.3% | 91,277 | $6.8M |
| Ashton Thomas Private Wealth, LLC | 0.39% | Add +7.7% | 91,218 | $6.8M |
| YHB Investment Advisors, Inc. | 0.60% | Reduce -2.9% | 90,920 | $6.7M |
| Waterloo Capital, L.P. | 0.86% | Add +366.2% | 90,604 | $6.7M |
| Aprio Wealth Management, LLC | 1.32% | Reduce -5.2% | 90,547 | $6.7M |
| Birchcreek Wealth Management, LLC | 3.53% | Add +3.4% | 90,349 | $6.7M |
| Fairway Wealth LLC | 4.53% | Add +3.6% | 90,110 | $6.7M |
| Montz Harcus Wealth Management LLC | 4.51% | Add +4.2% | 89,724 | $6.7M |
| Millennium Management | 0.01% | Add +24.5% | 89,686 | $6.7M |
| Rodgers & Associates, LTD | 0.85% | Reduce -2.8% | 88,788 | $6.6M |
| Summit Global Investments | 0.49% | Reduce -62.0% | 88,321 | $6.6M |
| Csenge Advisory Group | 0.37% | Reduce -8.9% | 88,240 | $6.5M |
| MIdWestOne Financial Group, Inc. | 1.18% | Add +38.8% | 88,191 | $6.5M |
| Rovin Capital /Ut/ | 2.67% | Add +13.7% | 87,798 | $6.5M |
| Agf Management Ltd. | 0.04% | Add +0.4% | 87,681 | $6.5M |
| Planned Solutions, Inc. | 3.17% | Reduce -0.2% | 86,984 | $6.5M |
| Eldridge Investment Advisors, Inc. | 1.65% | Reduce -13.0% | 86,715 | $6.4M |
| Continuum Advisory, LLC | 0.96% | Reduce -2.7% | 86,181 | $6.4M |
| Acorn Creek Capital LLC | 4.04% | Add +4.2% | 86,367 | $6.4M |
| B. Riley Wealth Advisors, Inc. | 0.17% | Reduce -21.2% | 99,129 | $6.4M |
| Aspen Wealth Strategies, LLC | 4.40% | Add +12.0% | 85,763 | $6.4M |
| Camelot Technology Advisors, Inc. | 5.88% | Reduce -1.1% | 85,513 | $6.3M |
| First Merchants Corp. | 0.48% | Add +1684.2% | 85,265 | $6.3M |
| Calamos Wealth Management LLC | 0.36% | Reduce -1.8% | 85,164 | $6.3M |
| Next Capital Management LLC | 2.54% | Add +3.3% | 84,055 | $6.2M |
| Susquehanna International Group, LLP | 0.01% | Add +410.9% | 83,587 | $6.2M |
| Laurel Wealth Advisors LLC | 1.06% | Reduce -0.9% | 83,001 | $6.2M |
| Mayflower Financial Advisors, LLC | 1.02% | Reduce -1.5% | 82,522 | $6.1M |
| Jump Financial, LLC | 0.17% | Add +568.5% | 82,467 | $6.1M |
| Emerald Advisors, LLC | 1.09% | Add +8.4% | 82,316 | $6.1M |
| Leuthold Group, LLC | 0.69% | No change | 82,252 | $6.1M |
| Buckingham Strategic Wealth, LLC | 0.06% | Reduce -8.1% | 82,076 | $6.1M |
| Private Trust Co. NA | 0.65% | Add +2.9% | 81,098 | $6.0M |
| Alliance Wealth Management Group | 1.75% | Add +5.2% | 80,186 | $6.0M |
| Auour Investments LLC | 2.20% | Add +2.9% | 80,150 | $5.9M |
| Paladin Advisory Group, LLC | 4.64% | Reduce -6.4% | 79,394 | $5.9M |
| Penney Financial, LLC | 4.32% | Add +5.8% | 78,780 | $5.8M |
| Mutual Advisors, LLC | 0.19% | Add +10.0% | 78,384 | $5.8M |
| Aspen Investment Management Inc | 2.95% | Add +1.8% | 78,308 | $5.8M |
| Rothschild Wealth LLC | 2.04% | — | 78,034 | $5.8M |
| Wealth Dimensions Group, Ltd. | 1.69% | Reduce -2.1% | 77,298 | $5.7M |
| Quadrature Capital Ltd | 0.10% | New | 77,034 | $5.7M |
| Outlook Wealth Advisors, LLC | 1.76% | Add +7.8% | 76,729 | $5.7M |
| Cahaba Wealth Management, Inc. | 0.52% | Reduce -0.9% | 76,424 | $5.7M |
| Emergent Wealth Advisors, LLC | 4.81% | Add +19.9% | 75,113 | $5.6M |
| Moody National Bank Trust Division | 0.44% | Add +6.1% | 74,744 | $5.5M |
| Legacy Financial Advisors, Inc. | 0.99% | Reduce -4.0% | 74,355 | $5.5M |
| Nepc LLC | 0.19% | Add +60.9% | 74,335 | $5.5M |
| Urban Financial Advisory Corp | 3.38% | Reduce -2.0% | 74,178 | $5.5M |
| Prospera Financial Services Inc | 0.16% | Reduce -24.6% | 73,965 | $5.5M |
| Visionary Wealth Advisors | 0.37% | Reduce -7.6% | 73,738 | $5.5M |
| Deutsche Bank AG | 0.00% | Reduce -8.5% | 73,249 | $5.4M |
| Capital Investment Advisory Services, LLC | 0.58% | Add +3.9% | 73,228 | $5.4M |
| Tritonpoint Wealth, LLC | 0.57% | Add +25.9% | 97,004 | $5.4M |
| IHT Wealth Management, LLC | 0.22% | Add +7.7% | 72,600 | $5.4M |
| Avior Wealth Management, LLC | 0.25% | Add +69.3% | 72,598 | $5.4M |
| Relyea Zuckerberg Hanson LLC | 0.94% | Add +8.1% | 72,523 | $5.4M |
| Telos Capital Management, Inc. | 0.61% | Reduce -1.0% | 72,350 | $5.4M |
| Fortress Wealth Management, Inc. | 2.76% | Add +4.5% | 72,195 | $5.4M |
| Alera Investment Advisors, LLC | 0.72% | Reduce -44.4% | 71,826 | $5.3M |
| Brio Consultants, LLC | 0.90% | Reduce -4.0% | 71,691 | $5.3M |
| Symphony Financial, Ltd. Co. | 1.23% | Reduce -44.1% | 71,224 | $5.3M |
| Bleakley Financial Group, LLC | 0.15% | Add +2.6% | 70,559 | $5.2M |
| Segment Wealth Management, LLC | 0.40% | Reduce -64.9% | 70,445 | $5.2M |
| Townsquare Capital LLC | 0.08% | Add +23.2% | 70,409 | $5.2M |
| Creative Financial Designs Inc. | 0.49% | Reduce -4.5% | 70,262 | $5.2M |
| Dorsey & Whitney Trust CO LLC | 0.36% | Add +6.8% | 70,128 | $5.2M |
| LM Advisors LLC | 0.91% | Add +41.9% | 69,791 | $5.2M |
| Flagstar Securities, Inc. | 1.44% | Add +30.2% | 69,586 | $5.2M |
| Tanglewood Wealth Management, Inc. | 0.64% | Add +0.5% | 69,586 | $5.2M |
| Clayton Financial Group LLC | 2.33% | Add +16.6% | 68,977 | $5.1M |
| Investment Partners, LTD. | 2.32% | Reduce -3.1% | 68,943 | $5.1M |
| Financial Synergies Wealth Advisors, Inc. | 0.67% | Reduce -5.1% | 68,850 | $5.1M |
| Hilltop Holdings Inc. | 0.56% | Add +16.0% | 68,114 | $5.1M |
| Nations Financial Group Inc, /Ia/ | 0.43% | Add +34.9% | 68,083 | $5.1M |
| Argent Trust Co | 0.23% | Add +35.7% | 67,939 | $5.0M |
| Spinnaker Trust | 0.33% | Add +1.9% | 67,847 | $5.0M |
| Atlas Private Wealth Management, LLC | 2.11% | Add +32.0% | 67,704 | $5.0M |
| Apella Capital, LLC | 0.25% | Reduce -3.8% | 67,919 | $5.0M |
| Cypress Financial Planning LLC | 2.29% | Add +1726.9% | 67,411 | $5.0M |
| AAF Wealth Management, LLC | 2.81% | Reduce -8.1% | 67,375 | $5.0M |
| TFB Advisors LLC | 1.81% | Add +14.5% | 69,537 | $5.0M |
| Bray Capital Advisors | 1.26% | Add +2.1% | 66,922 | $5.0M |
| Great Valley Advisor Group, Inc. | 0.15% | Reduce -6.9% | 66,724 | $5.0M |
| Aspect Partners, LLC | 3.89% | Add +11.2% | 66,372 | $4.9M |
| Fairview Capital Investment Management, LLC | 0.28% | Reduce -1.9% | 66,216 | $4.9M |
| Boston Research & Management Inc. | 1.20% | Reduce -2.2% | 65,369 | $4.9M |
| Larson Financial Group LLC | 0.37% | Add +228.4% | 65,123 | $4.8M |
| Acima Private Wealth, LLC | 1.78% | Add +0.1% | 65,043 | $4.8M |
| Arete Wealth Advisors, LLC | 0.44% | Add +18.3% | 64,837 | $4.8M |
| Western Wealth Management, LLC | 0.37% | Reduce -8.4% | 64,640 | $4.8M |
| TAGStone Capital, Inc. | 2.80% | Add +2.2% | 64,502 | $4.8M |
| Roble, Belko & Company, Inc | 0.82% | Reduce -3.4% | 64,129 | $4.8M |
| Parkside Financial Bank & Trust | 0.76% | Add +2.5% | 63,729 | $4.7M |
| CFS Investment Advisory Services, LLC | 0.79% | Reduce -5.0% | 63,572 | $4.7M |
| Mechanics Financial Corp | 2.44% | Add +3408.8% | 63,299 | $4.7M |
| Baron Silver Stevens Financial Advisors, LLC | 0.92% | Reduce -1.9% | 63,284 | $4.7M |
| Central Pacific Bank - Trust Division | 0.61% | — | 63,480 | $4.7M |
| TruNorth Capital Management, LLC | 1.61% | — | 63,128 | $4.7M |
| Waypoint Wealth Partners Inc. | 1.33% | No change | 63,099 | $4.7M |
| Interchange Capital Partners, LLC | 3.16% | Add +2.4% | 63,087 | $4.7M |
| Seldon Capital LP | 2.81% | No change | 62,425 | $4.6M |
| Bowman & Co S.C. | 2.80% | Reduce -4.3% | 62,031 | $4.6M |
| Intrua Financial, LLC | 0.71% | Reduce -4.7% | 61,380 | $4.6M |
| EP Wealth Advisors, LLC | 0.05% | Reduce -12.4% | 60,814 | $4.5M |
| Farrow Financial, Inc. | 3.15% | Add +2.8% | 60,462 | $4.5M |
| Fiduciary Group, LLC | 0.49% | Reduce -1.4% | 60,081 | $4.5M |
| Focus Partners Advisor Solutions, LLC | 0.13% | Add +163.0% | 59,270 | $4.4M |
| Wealth Alliance, LLC | 0.57% | Reduce -0.2% | 59,008 | $4.4M |
| Heritage Wealth Management, LLC | 2.20% | Add +11.6% | 58,317 | $4.3M |
| Rinkey Investments | 1.57% | Add +96.8% | 58,118 | $4.3M |
| Nisa Investment Advisors, LLC | 0.03% | Add +0.5% | 58,070 | $4.3M |
| &partners | 0.59% | Add +271.5% | 55,738 | $4.3M |
| Harbor Investment Advisory, LLC | 0.45% | Add +7.7% | 57,896 | $4.3M |
| Signet Financial Management, LLC | 0.59% | Reduce -1.1% | 57,894 | $4.3M |
| Atlanta Consulting Group Advisors, LLC | 1.48% | — | 57,763 | $4.3M |
| Traveka Wealth, LLC | 1.97% | Add +7.1% | 57,494 | $4.3M |
| Prism Advisors, Inc. | 1.28% | No change | 57,440 | $4.3M |
| OneAscent Wealth Management LLC | 1.63% | Add +10.0% | 57,141 | $4.2M |
| Beirne Wealth Consulting Services, LLC | 1.80% | Add +1.4% | 57,105 | $4.2M |
| Bryn Mawr Trust Advisors, LLC | 0.24% | Add +6.6% | 56,547 | $4.2M |
| High Net Worth Advisory Group LLC | 1.32% | Reduce -1.2% | 56,334 | $4.2M |
| J.W. Cole Advisors, Inc. | 0.21% | Add +8.9% | 56,195 | $4.2M |
| Sunbelt Securities, Inc. | 0.47% | Reduce -1.0% | 56,179 | $4.2M |
| Smith Shellnut Wilson LLC | 2.21% | Reduce -0.0% | 56,053 | $4.2M |
| Summit Financial, LLC | 0.25% | Reduce -26.5% | 56,009 | $4.2M |
| Ade, LLC | 2.78% | Reduce -0.1% | 55,923 | $4.2M |
| Soltis Investment Advisors LLC | 0.46% | Add +2.3% | 55,917 | $4.2M |
| LongView Wealth Management | 1.64% | Add +94.5% | 55,809 | $4.1M |
| Invera Wealth Advisors, LLC | 3.51% | Add +3.0% | 58,395 | $4.1M |
| MSH Capital Advisors LLC | 1.45% | Add +5.2% | 55,473 | $4.1M |
| Endowment Wealth Management, Inc. | 3.07% | Add +30.1% | 55,195 | $4.1M |
| Confluence Wealth Services, Inc. | 0.36% | Reduce -4.1% | 55,068 | $4.1M |
| Global Trust Asset Management, LLC | 1.67% | Reduce -0.3% | 54,896 | $4.1M |
| Bare Financial Services, Inc | 3.90% | Add +531.8% | 56,613 | $4.1M |
| CPC Advisors, LLC | 0.69% | Reduce -2.7% | 54,569 | $4.1M |
| Swmg, LLC | 1.82% | Add +7.8% | 54,475 | $4.0M |
| Kowal Investment Group, LLC | 0.86% | Add +14.5% | 53,921 | $4.0M |
| Trust Point Inc. | 0.31% | Reduce -0.9% | 53,692 | $4.0M |
| MA Private Wealth | 0.80% | Reduce -43.2% | 53,418 | $4.0M |
| PACK Private Wealth, LLC | 2.49% | Add +0.2% | 53,388 | $4.0M |
| Louisbourg Investments Inc. | 1.10% | Add +10.3% | 53,194 | $3.9M |
| One Degree Advisors Inc | 1.96% | Add +0.3% | 53,048 | $3.9M |
| Quantinno Capital Management LP | 0.08% | Add +64.8% | 52,344 | $3.9M |
| Fifth Third Securities, Inc. | 0.38% | Add +3.8% | 52,281 | $3.9M |
| Element Wealth, LLC | 2.27% | Add +0.2% | 52,196 | $3.9M |
| Certified Advisory Corp | 0.54% | Add +7.5% | 52,035 | $3.9M |
| Oppenheimer & Co. Inc. | 0.06% | Add +0.1% | 51,987 | $3.9M |
| World Investment Advisors | 0.55% | Reduce -2.1% | 51,788 | $3.8M |
| CVA Family Office, LLC | 0.68% | Reduce -3.4% | 51,615 | $3.8M |
| First United Bank & Trust | 1.41% | Add +0.6% | 51,360 | $3.8M |
| Hubbell Strickland Wealth Management, LLC | 1.91% | Add +1.5% | 50,859 | $3.8M |
| Summit Trail Advisors, LLC | 0.10% | No change | 50,649 | $3.8M |
| William Howard & Co Financial Advisors Inc | 3.50% | — | 50,311 | $3.7M |
| Eley Financial Management, Inc | 1.60% | Reduce -0.5% | 50,171 | $3.7M |
| Beacon Bridge Wealth Partners, LLC | 1.76% | Reduce -26.6% | 50,123 | $3.7M |
| PrairieView Partners, LLC | 0.42% | Add +2.5% | 49,750 | $3.7M |
| James J. Burns & Company, LLC | 1.28% | Reduce -46.5% | 50,124 | $3.7M |
| Centerpoint Advisors, LLC | 1.38% | Reduce -7.7% | 49,481 | $3.7M |
| Private Client Services, LLC | 2.46% | Add +12.8% | 49,306 | $3.7M |
| SkyView Investment Advisors, LLC | 0.67% | Reduce -6.5% | 48,909 | $3.6M |
| Spectrum Wealth Counsel, LLC | 0.44% | Add +24.9% | 48,896 | $3.6M |
| Caldwell Trust Co | 0.42% | Add +19.8% | 48,699 | $3.6M |
| Chesley Taft & Associates LLC | 0.18% | No change | 48,515 | $3.6M |
| Raffa Wealth Management, LLC | 1.07% | Add +51.3% | 48,374 | $3.6M |
| Choate Investment Advisors | 0.10% | Add +17.1% | 48,368 | $3.6M |
| Pembroke Management, LTD | 0.41% | Add +0.8% | 47,526 | $3.5M |
| Kanawha Capital Management LLC | 0.28% | Reduce -1.6% | 47,526 | $3.5M |
| Brooklyn FI, LLC | 1.45% | Add +6.6% | 47,475 | $3.5M |
| FAS Wealth Partners, Inc. | 0.31% | Reduce -0.6% | 47,253 | $3.5M |
| Hamilton Wealth, LLC | 1.09% | Reduce -1.7% | 47,149 | $3.5M |
| JGP Wealth Management, LLC | 0.51% | Reduce -0.0% | 47,099 | $3.5M |
| Fidelis Capital Partners, LLC | 0.53% | Add +31.1% | 46,587 | $3.5M |
| Palisade Asset Management, LLC | 0.34% | Reduce -0.3% | 46,343 | $3.4M |
| Patton Albertson Miller Group, LLC | 0.51% | Reduce -14.3% | 45,990 | $3.4M |
| Windward Private Wealth Management Inc. | 1.39% | Reduce -16.8% | 45,733 | $3.4M |
| Wakefield Asset Management LLLP | 1.17% | Add +4.0% | 45,620 | $3.4M |
| Orrstown Financial Services Inc. | 1.88% | Add +46.1% | 45,465 | $3.4M |
| Brown Wealth Management, LLC | 1.39% | Reduce -1.6% | 45,373 | $3.4M |
| Empower Advisory Group, LLC | 0.01% | Reduce -93.4% | 45,346 | $3.4M |
| One Capital Management, LLC | 0.12% | Reduce -77.3% | 45,176 | $3.4M |
| Monument Capital Management | 0.96% | Reduce -71.6% | 44,987 | $3.3M |
| Bigelow Investment Advisors, LLC | 1.64% | Reduce -3.1% | 44,856 | $3.3M |
| Hollencrest Capital Management | 0.15% | Reduce -1.7% | 44,824 | $3.3M |
| Ameritas Advisory Services, LLC | 0.14% | Add +3.4% | 45,197 | $3.3M |
| Okabena Investment Services Inc. | 1.10% | No change | 44,443 | $3.3M |
| Roundview Capital LLC | 0.27% | Add +11.3% | 44,368 | $3.3M |
| Shufro Rose & Co. LLC | 0.27% | Add +35.1% | 44,089 | $3.3M |
| Lido Advisors, LLC | 0.03% | Reduce -13.2% | 43,655 | $3.2M |
| Phillips Financial Management, LLC | 0.27% | Reduce -1.7% | 43,620 | $3.2M |
| CSM Advisors, LLC | 0.21% | No change | 43,474 | $3.2M |
| Boyd Wealth Management, LLC | 1.83% | Reduce -0.3% | 43,222 | $3.2M |
| Islay Capital Management, LLC | 2.40% | Reduce -1.0% | 43,098 | $3.2M |
| Howe & Rusling Inc. | 0.31% | Reduce -10.6% | 42,965 | $3.2M |
| Bessemer Group Inc. | 0.01% | Add +128.8% | 42,796 | $3.2M |
| Aletheian Wealth Advisors LLC | 1.71% | Reduce -0.5% | 42,584 | $3.2M |
| Clear Investment Research, LLC | 4.22% | Reduce -1.4% | 42,257 | $3.1M |
| Qube Research & Technologies Ltd | 0.01% | New | 42,257 | $3.1M |
| GeoWealth Management, LLC | 0.12% | Reduce -18.6% | 41,471 | $3.1M |
| Ellis Investment Partners, LLC | 0.66% | Add +2.3% | 41,127 | $3.1M |
| Hennion & Walsh Asset Management, Inc. | 0.16% | Reduce -52.5% | 40,558 | $3.0M |
| Brookstone Capital Management | 0.05% | Add +8.1% | 40,505 | $3.0M |
| Wealthcare Advisory Partners LLC | 0.10% | Add +5.8% | 40,415 | $3.0M |
| Madison Wealth Partners, Inc | 1.08% | Add +1.1% | 40,380 | $3.0M |
| Wilmington Savings Fund Society, FSB | 0.11% | — | 40,293 | $3.0M |
| Ascent Group, LLC | 0.26% | Add +0.5% | 39,752 | $3.0M |
| Legacy Trust | 0.73% | Add +0.8% | 39,460 | $2.9M |
| Manhattan West Asset Management, LLC | 0.70% | Reduce -40.5% | 39,371 | $2.9M |
| Patten Group, Inc. | 0.72% | Reduce -8.1% | 39,290 | $2.9M |
| D.A. Davidson & Co. | 0.03% | Reduce -1.0% | 39,248 | $2.9M |
| Magnus Financial Group LLC | 0.35% | Add +4.4% | 38,953 | $2.9M |
| Accurate Wealth Management, LLC | 0.84% | Reduce -2.2% | 40,759 | $2.9M |
| Dravo Bay LLC | 1.70% | Reduce -2.8% | 38,606 | $2.9M |
| Canvas Wealth Advisors, LLC | 0.96% | Add +6.0% | 40,360 | $2.9M |
| Hofer & Associates. Inc | 2.40% | Add +5.1% | 38,468 | $2.9M |
| ICONIQ Capital, LLC | 0.05% | No change | 38,339 | $2.8M |
| Leavell Investment Management, Inc. | 0.16% | Reduce -4.9% | 38,307 | $2.8M |
| Brighton Jones LLC | 0.10% | Add +15.1% | 38,198 | $2.8M |
| OxenFree Capital LLC | 2.59% | Add +7.7% | 38,147 | $2.8M |
| Annapolis Financial Services, LLC | 0.92% | Add +4.9% | 37,721 | $2.8M |
| Obsidian Cio, LLC | 0.69% | Add +6.5% | 37,637 | $2.8M |
| Cary Street Partners Investment Advisory LLC | 0.12% | Reduce -10.8% | 37,612 | $2.8M |
| Cambridge Financial Group, LLC | 1.32% | Add +0.4% | 37,520 | $2.8M |
| LTG Capital LLC | 2.36% | Add +21.9% | 37,128 | $2.8M |
| Aptus Capital Advisors, LLC | 0.06% | Add +302.5% | 37,001 | $2.7M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +53.6% | 36,936 | $2.7M |
| Harbour Investments, Inc. | 0.10% | Add +17.1% | 36,826 | $2.7M |
| Heritage Trust Co | 0.37% | Reduce -0.2% | 36,823 | $2.7M |
| Peak Financial Management, Inc. | 0.86% | Reduce -1.0% | 36,621 | $2.7M |
| Lane & Associates LLC | 1.70% | Add +2.2% | 36,341 | $2.7M |
| Silvercrest Asset Management Group LLC | 0.02% | Add +1.6% | 36,305 | $2.7M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -30.7% | 36,143 | $2.7M |
| Wedbush Securities Inc. | 0.10% | Reduce -4.4% | 36,106 | $2.7M |
| Veracity Capital LLC | 1.04% | Add +14.7% | 36,013 | $2.7M |
| CI Investments Inc. | 0.01% | Add +1.1% | 35,928 | $2.7M |
| Cowa, LLC | 1.57% | Add +5.8% | 35,834 | $2.7M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -9.6% | 35,651 | $2.6M |
| IFP Advisors, Inc | 0.12% | Reduce -7.9% | 35,407 | $2.6M |
| 4Thought Financial Group Inc. | 1.72% | Add +88.8% | 35,290 | $2.6M |
| Fi3 FINANCIAL ADVISORS, LLC | 1.20% | Reduce -17.6% | 35,655 | $2.6M |
| Morton Brown Family Wealth, LLC | 1.08% | Reduce -2.3% | 35,216 | $2.6M |
| WealthCare Investment Partners, LLC | 1.26% | Add +2.8% | 35,183 | $2.6M |
| Coastal Bridge Advisors, LLC | 0.60% | Add +0.6% | 35,021 | $2.6M |
| PFG Advisors | 0.19% | Add +1.0% | 34,989 | $2.6M |
| Benedetti & Gucer, Inc. | 1.29% | Add +5.3% | 34,934 | $2.6M |
| HRT Financial LP | 0.02% | New | 34,607 | $2.6M |
| Moneco Advisors, LLC | 0.41% | Add +82.8% | 34,593 | $2.6M |
| Elevation Point Wealth Partners, LLC | 0.20% | Reduce -34.0% | 34,490 | $2.6M |
| 3Chopt Investment Partners, LLC | 1.05% | Reduce -0.6% | 34,466 | $2.6M |
| Wellington Wealth Strategies, LLC. | 1.19% | Reduce -32.3% | 34,399 | $2.6M |
| Patriot Financial Group Insurance Agency, LLC | 0.41% | Add +333.7% | 34,333 | $2.5M |
| Colton Groome Financial Advisors, LLC | 1.02% | Reduce -21.2% | 34,143 | $2.5M |
| NorthRock Partners, LLC | 0.10% | Add +37.3% | 33,834 | $2.5M |
| Invst, LLC | 0.30% | Add +30.9% | 33,737 | $2.5M |
| CWS Financial Advisors, LLC | 1.02% | Add +4.9% | 33,541 | $2.5M |
| Wesbanco Bank Inc. | 0.09% | Add +50.7% | 33,483 | $2.5M |
| 180 Wealth Advisors, LLC | 0.44% | Reduce -1.5% | 33,298 | $2.5M |
| Realta Investment Advisors | 0.50% | Add +7.9% | 32,960 | $2.4M |
| Cornerstone Advisors Asset Management, LLC | 0.86% | No change | 32,838 | $2.4M |
| Valmark Advisers, Inc. | 0.04% | Add +5.5% | 32,694 | $2.4M |
| North Star Investment Management Corp. | 0.17% | Add +2.5% | 32,538 | $2.4M |
| Apeiron RIA LLC | 0.70% | Add +1.5% | 32,449 | $2.4M |
| Glenview Trust Co | 0.05% | Reduce -3.9% | 32,402 | $2.4M |
| Capital Investment Counsel, LLC | 0.51% | Add +88.4% | 32,268 | $2.4M |
| Evanson Asset Management, LLC | 0.18% | No change | 32,016 | $2.4M |
| Richard P Slaughter Associates Inc | 0.57% | Add +11.1% | 31,475 | $2.3M |
| Columbus Macro, LLC | 0.88% | Add +1.5% | 31,236 | $2.3M |
| Evercore Wealth Management, LLC | 0.04% | Reduce -5.8% | 31,097 | $2.3M |
| WCG Wealth Advisors LLC | 0.19% | Reduce -41.3% | 31,027 | $2.3M |
| Macroview Investment Management LLC | 2.55% | Reduce -20.2% | 31,011 | $2.3M |
| LGL Partners, LLC | 0.39% | Reduce -0.3% | 30,974 | $2.3M |
| Cynosure Group, LLC | 0.41% | Reduce -7.8% | 30,958 | $2.3M |
| Bryant Woods Investment Advisors, LLC | 1.35% | Add +10.6% | 30,899 | $2.3M |
| Wharton Business Group, LLC | 0.11% | Reduce -1.2% | 30,828 | $2.3M |
| Sandy Cove Advisors, LLC | 1.05% | Add +84.5% | 30,797 | $2.3M |
| Wetzel Investment Advisors, Inc. | 1.33% | Reduce -0.1% | 32,028 | $2.3M |
| Capital Advisors, Ltd. LLC | 0.29% | Add +1.3% | 30,443 | $2.3M |
| ETF Portfolio Partners, Inc. | 0.71% | Add +0.4% | 30,286 | $2.2M |
| Steel Grove Capital Advisors, LLC | 0.30% | Reduce -24.5% | 30,013 | $2.2M |
| Schiavi & Co LLC | 0.88% | Add +0.5% | 29,941 | $2.2M |
| Laird Norton Wetherby Wealth Management, LLC | 0.11% | Add +0.1% | 29,932 | $2.2M |
| Thoroughbred Financial Services, LLC | 0.21% | Reduce -22.5% | 29,929 | $2.2M |
| Arcus Capital Partners, LLC | 0.70% | Add +6.9% | 29,882 | $2.2M |
| Valley Wealth Managers, Inc. | 0.17% | Reduce -6.8% | 29,842 | $2.2M |
| Williams & Novak, LLC | 2.50% | No change | 31,231 | $2.2M |
| Investment Advisory Group, LLC | 0.91% | Add +4.3% | 29,596 | $2.2M |
| Parsons Capital Management Inc. | 0.15% | Reduce -0.7% | 29,424 | $2.2M |
| Shelton Wealth Management, LLC | 1.37% | Reduce -10.4% | 29,412 | $2.2M |
| Scotia Capital Inc. | 0.01% | Add +63.6% | 29,425 | $2.2M |
| Old Port Advisors | 0.67% | Add +14.2% | 29,326 | $2.2M |
| Litman Gregory Wealth Management LLC | 0.20% | Add +4.6% | 29,305 | $2.2M |
| Nwam LLC | 0.17% | Reduce -29.7% | 29,221 | $2.2M |
| Denver PWM, LLC | 0.83% | Reduce -9.6% | 29,371 | $2.2M |
| MAS Advisors LLC | 2.48% | Add +0.7% | 28,940 | $2.1M |
| Independent Advisor Alliance | 0.08% | Reduce -2.1% | 28,709 | $2.1M |
| Level Four Advisory Services, LLC | 0.12% | No change | 30,205 | $2.1M |
| Stonegate Investment Group, LLC | 0.07% | Add +4.7% | 28,465 | $2.1M |
| SlateStone Wealth, LLC | 0.21% | Add +8.2% | 28,295 | $2.1M |
| CIC Wealth, LLC | 0.61% | Reduce -13.8% | 28,275 | $2.1M |
| JDM Financial Group LLC | 1.52% | Reduce -0.1% | 28,032 | $2.1M |
| Pinion Investment Advisors, LLC | 1.08% | Reduce -1.3% | 27,989 | $2.1M |
| Financial Insights, Inc. | 0.60% | Reduce -0.7% | 27,952 | $2.1M |
| Panoramic Investment Advisors, LLC | 1.53% | Reduce -10.7% | 27,887 | $2.1M |
| Biltmore Family Office, LLC | 0.41% | Add +41.1% | 27,855 | $2.1M |
| Lineweaver Wealth Advisors, LLC | 0.49% | Add +1.4% | 27,742 | $2.1M |
| New Capital Management LP | 0.61% | No change | 27,425 | $2.0M |
| Certus Wealth Management, LLC | 1.61% | Reduce -25.9% | 27,604 | $2.0M |
| Highland Financial Advisors, LLC | 0.81% | Add +2.1% | 27,193 | $2.0M |
| Lee Financial Co | 0.34% | Reduce -16.1% | 27,181 | $2.0M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Add +61.3% | 27,160 | $2.0M |
| Kingsview Wealth Management, LLC | 0.05% | Reduce -15.7% | 26,993 | $2.0M |
| Zions Bancorporation, N.A. | 0.15% | Reduce -3.9% | 26,809 | $2.0M |
| NDVR, Inc. | 1.90% | Add +52.8% | 26,753 | $2.0M |
| Fulton Bank, N.A. | 0.08% | Add +4.2% | 26,616 | $2.0M |
| St. Louis Trust Co | 0.31% | No change | 27,070 | $2.0M |
| SOL Capital Management CO | 0.25% | Add +19.1% | 26,454 | $2.0M |
| Source Financial Advisors LLC | 0.60% | Reduce -40.0% | 26,434 | $2.0M |
| Flagship Harbor Advisors, LLC | 0.13% | Add +42.5% | 26,379 | $2.0M |
| Sax Wealth Advisors, LLC | 0.23% | Add +1.4% | 26,245 | $1.9M |
| Northwest Wealth Management, LLC | 0.53% | Reduce -5.0% | 26,219 | $1.9M |
| Godshalk Welsh Capital Management, Inc. | 1.30% | Add +5.7% | 26,121 | $1.9M |
| Ignite Planners, LLC | 0.54% | Add +4.8% | 26,104 | $1.9M |
| JRM Investment Counsel, LLC | 0.69% | Add +6.1% | 25,916 | $1.9M |
| KPP Advisory Services LLC | 0.53% | New | 25,907 | $1.9M |
| Strategic Wealth Partners Group, LLC | 0.21% | Reduce -6.5% | 25,356 | $1.9M |
| Silverlake Wealth Management LLC | 0.96% | Add +42.1% | 25,323 | $1.9M |
| First Bank & Trust | 0.39% | New | 25,271 | $1.9M |
| Sentinel Trust Co. Lba | 0.24% | Reduce -0.6% | 25,213 | $1.9M |
| Keystone Financial Group | 0.27% | Reduce -3.5% | 25,007 | $1.9M |
| Apollon Financial, LLC | 0.64% | Add +13.6% | 25,002 | $1.9M |
| CM Wealth Advisors LLC | 0.52% | Add +94.3% | 24,777 | $1.8M |
| Koshinski Asset Management, Inc. | 0.19% | Add +64.2% | 24,643 | $1.8M |
| GoalVest Advisory LLC | 0.61% | Reduce -2.3% | 24,611 | $1.8M |
| Advisors Capital Management, LLC | 0.03% | Reduce -12.4% | 24,572 | $1.8M |
| GYL Financial Synergies, LLC | 0.14% | Reduce -21.4% | 24,528 | $1.8M |
| Roger Wittlin Investment Advisory, LLC | 1.27% | Reduce -5.9% | 24,317 | $1.8M |
| Compound Planning, Inc. | 0.17% | Reduce -13.4% | 24,316 | $1.8M |
| Occidental Asset Management, LLC | 0.33% | Add +10.8% | 24,050 | $1.8M |
| Hartline Investment Corp./ | 0.31% | New | 24,018 | $1.8M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.31% | Add +9.3% | 24,018 | $1.8M |
| RHS Financial, LLC | 1.04% | Add +9.0% | 23,987 | $1.8M |
| Firestone Capital Management | 0.49% | Add +2.7% | 23,862 | $1.8M |
| Verdence Capital Advisors LLC | 0.16% | Add +11.4% | 23,448 | $1.7M |
| Debussy Capital Management LP | 0.51% | Add +2.0% | 23,225 | $1.7M |
| Hassell Wealth Management, LLC | 1.10% | Add +0.1% | 23,968 | $1.7M |
| Black Cypress Capital Management, LLC | 1.62% | — | 23,275 | $1.7M |
| Warner Financial, Inc. | 0.86% | No change | 23,256 | $1.7M |
| Colonial Trust Advisors | 0.17% | Reduce -24.3% | 23,252 | $1.7M |
| Nilsine Partners, LLC | 0.23% | Reduce -2.9% | 23,193 | $1.7M |
| First Citizens Financial Corp | 1.02% | Add +2.6% | 23,033 | $1.7M |
| Gilbert & Cook, Inc. | 0.23% | Reduce -4.3% | 22,894 | $1.7M |
| Arkadios Wealth Advisors | 0.13% | Add +8.6% | 22,830 | $1.7M |
| Pallas Capital Advisors LLC | 0.07% | Add +14.9% | 22,631 | $1.7M |
| Howard Financial Services, LTD. | 0.29% | Reduce -0.9% | 22,575 | $1.7M |
| Frontier Asset Management, LLC | 0.61% | Reduce -63.1% | 22,468 | $1.7M |
| New England Private Wealth Advisors LLC | 0.29% | No change | 22,302 | $1.7M |
| Sound View Wealth Advisors Group, LLC | 0.18% | Reduce -6.2% | 22,245 | $1.7M |
| Arkansas Financial Group, Inc. | 0.29% | Reduce -0.5% | 22,236 | $1.7M |
| Summit X, LLC | 0.42% | Reduce -34.9% | 22,185 | $1.6M |
| AdvisorNet Financial, Inc | 0.16% | Reduce -2.6% | 22,182 | $1.6M |
| Capital Investment Advisors, LLC | 0.04% | Add +4.0% | 22,151 | $1.6M |
| ICA Group Wealth Management, LLC | 0.33% | Reduce -13.1% | 22,124 | $1.6M |
| Ewa, LLC | 0.74% | Reduce -83.6% | 21,982 | $1.6M |
| Cascade Financial Partners, LLC | 0.24% | — | 22,796 | $1.6M |
| Arrowroot Family Office, LLC | 1.05% | Add +6.1% | 22,068 | $1.6M |
| Colonial Trust Co / SC | 0.30% | Reduce -7.0% | 21,441 | $1.6M |
| Coordinated Financial Services, Inc. | 1.40% | — | 21,373 | $1.6M |
| Wealthfront Advisers LLC | 0.01% | Add +7.0% | 21,341 | $1.6M |
| Stock Yards Bank & Trust Co. | 0.05% | Add +82.1% | 21,321 | $1.6M |
| Vanguard Group Inc. | 0.00% | Add +44.3% | 21,274 | $1.6M |
| Wind River Trust Co | 0.57% | No change | 21,203 | $1.6M |
| Sovereign Financial Group, Inc. | 0.42% | Reduce -1.4% | 21,200 | $1.6M |
| AlTi Global, Inc. | 0.04% | Reduce -23.3% | 21,098 | $1.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Add +86.0% | 20,883 | $1.5M |
| Blueprint Investment Partners LLC | 0.30% | Reduce -0.9% | 20,793 | $1.5M |
| Lincoln Capital LLC | 0.34% | Reduce -3.9% | 20,668 | $1.5M |
| CreativeOne Wealth, LLC | 0.06% | Add +59.9% | 20,563 | $1.5M |
| W Advisors, LLC | 1.05% | Reduce -3.8% | 20,534 | $1.5M |
| Seven Post Investment Office LP | 0.37% | No change | 20,507 | $1.5M |
| Cahill Financial Advisors Inc. | 0.21% | Reduce -1.5% | 20,507 | $1.5M |
| StrongBox Wealth, LLC | 0.80% | Reduce -16.8% | 20,465 | $1.5M |
| Steward Partners Investment Solutions, LLC | 0.26% | New | 20,463 | $1.5M |
| Washington Trust Advisors, Inc. | 0.14% | Reduce -2.0% | 20,404 | $1.5M |
| BlueSky Wealth Advisors, LLC | 1.18% | Reduce -0.6% | 20,363 | $1.5M |
| Mma Asset Management LLC | 0.71% | Reduce -4.6% | 20,371 | $1.5M |
| Cherry Tree Wealth Management, LLC | 0.38% | Add +0.9% | 20,197 | $1.5M |
| Verus Capital Partners, LLC | 0.17% | Add +6.8% | 20,144 | $1.5M |
| Bristlecone Advisors, LLC | 0.13% | Add +18.2% | 20,090 | $1.5M |
| Strategic Blueprint, LLC | 0.10% | Add +11.6% | 19,839 | $1.5M |
| West Bancorporation Inc. | 0.95% | No change | 19,509 | $1.4M |
| Johnson Investment Counsel Inc. | 0.02% | Add +36.3% | 19,456 | $1.4M |
| M Holdings Securities, Inc. | 0.24% | Reduce -1.9% | 19,461 | $1.4M |
| Northwest Bancshares, Inc. | 0.23% | Reduce -13.8% | 19,445 | $1.4M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Reduce -10.1% | 19,366 | $1.4M |
| Mgo One Seven LLC | 0.07% | Reduce -7.2% | 19,363 | $1.4M |
| EverSource Wealth Advisors, LLC | 0.11% | Add +113.0% | 20,005 | $1.4M |
| Objective Capital Management, LLC | 0.97% | Reduce -0.6% | 19,350 | $1.4M |
| Icon Wealth Advisors, LLC | 0.13% | Add +2.6% | 19,313 | $1.4M |
| One Day In July LLC | 0.19% | New | 19,266 | $1.4M |
| Disciplined Investments, LLC | 0.78% | Add +11.0% | 19,257 | $1.4M |
| Cedar Brook Financial Partners, LLC | 0.28% | Reduce -16.9% | 19,085 | $1.4M |
| Great Point Wealth Advisors, LLC | 0.33% | Reduce -8.7% | 19,001 | $1.4M |
| Courage Miller Partners, LLC | 0.49% | Reduce -6.1% | 18,980 | $1.4M |
| New Hampshire Trust | 0.33% | Reduce -0.2% | 18,898 | $1.4M |
| Foster & Motley Inc. | 0.10% | Add +14.0% | 18,746 | $1.4M |
| Northeast Financial Consultants Inc | 0.07% | Reduce -0.8% | 18,639 | $1.4M |
| Market Street Wealth Management Advisors LLC | 0.24% | Reduce -22.8% | 18,637 | $1.4M |
| Brady Family Wealth, LLC | 0.45% | Add +0.7% | 18,549 | $1.4M |
| Innealta Capital, LLC | 0.58% | Reduce -10.9% | 18,437 | $1.4M |
| Quadrant Private Wealth Management, LLC | 0.34% | Add +7.7% | 18,347 | $1.4M |
| New Republic Capital, LLC | 0.86% | Reduce -13.1% | 18,345 | $1.4M |
| RFG Advisory, LLC | 0.05% | Add +14.0% | 18,297 | $1.4M |
| Diversify Advisory Services, LLC | 0.08% | — | 18,312 | $1.4M |
| McGlone Suttner Wealth Management, Inc. | 0.25% | Reduce -20.5% | 18,212 | $1.4M |
| Cyndeo Wealth Partners, LLC | 0.11% | Add +21.1% | 18,122 | $1.3M |
| Droms Strauss Advisors Inc. /Mo/ | 0.49% | Reduce -1.8% | 18,005 | $1.3M |
| PFG Investments, LLC | 0.08% | Add +143.8% | 17,979 | $1.3M |
| Squarepoint Ops LLC | 0.01% | Reduce -84.9% | 17,930 | $1.3M |
| Prio Wealth Limited Partnership | 0.04% | Add +22.4% | 17,852 | $1.3M |
| Altfest L J & Co. Inc. | 0.19% | Add +14.3% | 17,752 | $1.3M |
| DBK Financial Counsel, LLC | 1.38% | Reduce -5.3% | 17,741 | $1.3M |
| Grant/GrossMendelsohn, LLC | 0.61% | Add +47.0% | 17,822 | $1.3M |
| Cabot Wealth Management Inc. | 0.17% | Reduce -0.3% | 17,712 | $1.3M |
| Paragon Capital Management Ltd | 0.23% | No change | 17,603 | $1.3M |
| Independence Bank of Kentucky | 0.39% | Reduce -5.4% | 17,599 | $1.3M |
| Hart & Patterson Financial Group LLC | 0.65% | Reduce -3.4% | 17,579 | $1.3M |
| Rockwood Wealth Management, LLC | 0.17% | Add +18.8% | 17,263 | $1.3M |
| Everhart Financial Group, Inc. | 0.37% | Add +5.9% | 17,217 | $1.3M |
| Peoples Bank | 0.71% | Add +3.9% | 17,216 | $1.3M |
| Mayport, LLC | 0.49% | No change | 17,175 | $1.3M |
| Magnolia Capital Advisors LLC | 1.06% | Reduce -4.3% | 17,904 | $1.3M |
| Argonautica Private Wealth Management, Inc. | 0.45% | Add +16.2% | 16,968 | $1.3M |
| Financial Partners Group, Inc | 0.20% | Add +78.0% | 16,941 | $1.3M |
| Kooman & Associates | 0.52% | Reduce -3.0% | 16,890 | $1.3M |
| LVZ, Inc. | 0.17% | Reduce -4.3% | 16,789 | $1.2M |
| Forza Wealth Management, LLC | 0.65% | No change | 16,734 | $1.2M |
| Garde Capital, Inc. | 0.09% | Add +47.9% | 16,685 | $1.2M |
| Northside Capital Management, LLC | 0.22% | No change | 16,677 | $1.2M |
| JMG Financial Group, Ltd. | 0.05% | Add +0.7% | 16,593 | $1.2M |
| Carnegie Investment Counsel | 0.04% | Add +1.3% | 16,589 | $1.2M |
| Sepio Capital, LP | 0.10% | Add +6.6% | 16,327 | $1.2M |
| Dana Investment Advisors, Inc. | 0.04% | Reduce -3.2% | 16,308 | $1.2M |
| Vestcor Inc | 0.04% | Reduce -19.0% | 16,281 | $1.2M |
| Pitcairn Co. | 0.08% | Add +8.7% | 16,118 | $1.2M |
| HBK Sorce Advisory LLC | 0.04% | Add +2.3% | 16,058 | $1.2M |
| Stevens Capital Partners | 0.71% | Reduce -8.2% | 16,031 | $1.2M |
| C M Bidwell & Associates Ltd. | 0.81% | No change | 16,014 | $1.2M |
| Planning Capital Management Corp | 0.87% | Add +49.3% | 15,957 | $1.2M |
| Busey Bank | 0.04% | Reduce -17.8% | 15,700 | $1.2M |
| Parisi Gray Wealth Management | 0.43% | Reduce -8.4% | 15,617 | $1.2M |
| First American Trust, FSB | 0.12% | Add +102.4% | 15,612 | $1.2M |
| Ziegler Capital Management, LLC | 0.04% | No change | 15,529 | $1.2M |
| NCM Capital Management, LLC | 0.64% | Add +1.7% | 15,472 | $1.1M |
| StoneX Group Inc. | 0.10% | Add +1.2% | 15,337 | $1.1M |
| Rational Advisors, Inc. | 0.11% | Reduce -63.0% | 15,264 | $1.1M |
| FineMark National Bank & Trust | 0.04% | Reduce -25.0% | 15,243 | $1.1M |
| Pinnacle Bancorp, Inc. | 0.33% | No change | 15,211 | $1.1M |
| SageView Advisory Group, LLC | 0.06% | Reduce -93.4% | 19,426 | $1.1M |
| American State Bank (Iowa) | 0.75% | Add +5.3% | 15,154 | $1.1M |
| BIP Wealth, LLC | 0.08% | Add +59.4% | 15,135 | $1.1M |
| Capital Planning LLC | 0.36% | Reduce -10.6% | 14,986 | $1.1M |
| Peterson Wealth Services | 0.40% | Reduce -10.5% | 14,976 | $1.1M |
| Inspirion Wealth Advisors, LLC | 0.18% | Add +0.4% | 14,974 | $1.1M |
| Montag A & Associates Inc. | 0.06% | Add +5.7% | 14,969 | $1.1M |
| Compass Ion Advisors, LLC | 0.16% | No change | 14,917 | $1.1M |
| PAX Financial Group, LLC | 0.22% | Add +1.2% | 14,754 | $1.1M |
| ORBA Wealth Advisors, L.L.C. | 0.61% | Add +13.3% | 14,746 | $1.1M |
| Strata Wealth Advisors, LLC | 0.38% | No change | 14,692 | $1.1M |
| Charter Oak Capital Management, LLC | 0.12% | Add +14.9% | 14,665 | $1.1M |
| Strategic Wealth Partners, Ltd. | 0.12% | Add +138.6% | 14,647 | $1.1M |
| Collective Family Office LLC | 0.35% | Add +208.0% | 14,630 | $1.1M |
| TL Private Wealth | 0.54% | Add +0.2% | 14,707 | $1.1M |
| Edge Financial Advisors LLC | 0.95% | — | 14,486 | $1.1M |
| Patron Partners, LLC | 0.65% | Reduce -27.0% | 14,494 | $1.1M |
| Resurgent Financial Advisors LLC | 0.57% | Add +26.5% | 14,374 | $1.1M |
| HCR Wealth Advisors | 0.16% | Reduce -11.4% | 14,371 | $1.1M |
| Kwmg, LLC | 0.12% | Reduce -2.4% | 14,300 | $1.1M |
| First County Bank | 0.52% | Reduce -9.8% | 14,292 | $1.1M |
| Etfidea, LLC | 0.36% | Reduce -0.6% | 14,261 | $1.1M |
| Stone Summit Wealth LLC | 0.37% | Reduce -1.4% | 14,206 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.12% | Add +220.4% | 14,180 | $1.1M |
| Financial Gravity Asset Management, Inc. | 0.30% | Reduce -98.1% | 14,908 | $1.0M |
| TFC Financial Management, Inc. | 0.19% | Add +14.4% | 14,103 | $1.0M |
| Bokf, NA | 0.02% | Add +297.5% | 14,156 | $1.0M |
| GC Wealth Management RIA, LLC | 0.21% | Add +55.1% | 14,073 | $1.0M |
| Evensky & Katz LLC | 0.07% | Reduce -1.4% | 14,040 | $1.0M |
| Black Diamond Financial, LLC | 0.28% | No change | 14,732 | $1.0M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +11.3% | 13,937 | $1.0M |
| Carlson Capital Management | 0.05% | Reduce -61.1% | 13,831 | $1.0M |
| Perennial Investment Advisors, LLC | 0.16% | Add +16.0% | 13,808 | $1.0M |
| First National Corp. /Ma/ | 0.25% | No change | 14,533 | $1.0M |
| AQR Capital Management | 0.00% | Add +14.8% | 13,754 | $1.0M |
| New Potomac Partners, LLC | 0.56% | Reduce -1.7% | 13,495 | $1.0M |
| Blue Fin Capital, Inc. | 0.22% | Add +6.1% | 13,488 | $1.0M |
| Salem Investment Counselors Inc. | 0.03% | Add +3.4% | 13,420 | $996K |
| International Assets Investment Management, LLC | 0.10% | Add +4.1% | 13,460 | $995K |
| Sweet Financial Partners, LLC | 0.23% | No change | 13,355 | $991K |
| Navalign, LLC | 0.33% | Reduce -14.1% | 13,339 | $990K |
| Strategy Asset Managers LLC | 0.21% | Reduce -0.0% | 13,305 | $987K |
| JPL Wealth Management, LLC | 0.54% | Add +13.8% | 13,287 | $986K |
| JNBA Financial Advisors | 0.10% | Reduce -5.5% | 13,275 | $985K |
| Goldstein Advisors, LLC | 0.17% | Reduce -2.6% | 13,235 | $982K |
| Cornerstone Wealth Management, LLC | 0.08% | Reduce -25.2% | 13,139 | $975K |
| Saxon Interests, Inc. | 0.46% | Reduce -23.9% | 13,094 | $972K |
| Tufton Capital Management | 0.19% | Reduce -1.3% | 13,054 | $969K |
| Cardinal Strategic Wealth Guidance | 0.36% | Reduce -43.3% | 12,999 | $965K |
| Main Street Financial Solutions, LLC | 0.10% | Add +30.0% | 12,977 | $963K |
| AA Financial Advisors, LLC | 0.39% | Add +0.4% | 12,945 | $961K |
| Jmac Enterprises LLC | 0.18% | Add +11.3% | 12,709 | $943K |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.24% | No change | 12,700 | $943K |
| Sapient Capital LLC | 0.02% | Reduce -3.1% | 12,695 | $942K |
| Noble Family Wealth, LLC | 0.27% | No change | 12,687 | $942K |
| American Capital Advisory, LLC | 0.82% | Add +123.1% | 14,083 | $941K |
| Bradley Foster & Sargent Inc. | 0.02% | Reduce -20.8% | 12,531 | $930K |
| NorthStar Asset Management LLC | 0.70% | Reduce -0.0% | 12,517 | $929K |
| 9258 Wealth Management, LLC | 0.14% | Reduce -0.5% | 12,473 | $926K |
| Madden Advisory Services, Inc. | 0.49% | Reduce -1.0% | 12,456 | $924K |
| MV Capital Management, Inc. | 0.11% | No change | 12,431 | $923K |
| Smartleaf Asset Management LLC | 0.18% | Reduce -9.4% | 12,375 | $921K |
| Romano Brothers and Company | 0.13% | Add +2.6% | 12,398 | $920K |
| Carolinas Wealth Consulting LLC | 0.18% | Reduce -47.4% | 12,377 | $919K |
| Hill Island Financial LLC | 0.30% | No change | 12,359 | $917K |
| Hoxton Planning & Management, LLC | 0.44% | Reduce -1.6% | 12,347 | $916K |
| Mitchell Capital Management Co. | 0.18% | Add +214.4% | 12,338 | $916K |
| Tennessee Valley Asset Management Partners | 0.22% | Reduce -7.2% | 12,336 | $916K |
| Allworth Financial LP | 0.01% | Add +3.1% | 12,316 | $914K |
| Sutton Place Investors LLC | 0.45% | Add +7.2% | 12,283 | $912K |
| EPG Wealth Management LLC | 0.22% | Add +2.0% | 12,233 | $908K |
| Tompkins Financial Corp. | 0.10% | Add +0.0% | 12,231 | $908K |
| Autumn Glory Partners, LLC | 0.44% | No change | 12,230 | $908K |
| Caprock Group, LLC | 0.05% | Add +321.3% | 12,168 | $903K |
| Lake Street Private Wealth, LLC | 0.13% | Reduce -5.1% | 12,141 | $901K |
| Fiera Capital Corp | 0.00% | Add +34.2% | 12,085 | $897K |
| Quent Capital, LLC | 0.10% | Add +4.2% | 12,063 | $895K |
| SouthState Bank Corp | 0.07% | Add +10.7% | 12,053 | $895K |
| Sachetta, LLC | 0.42% | No change | 12,696 | $893K |
| Centaurus Financial, Inc. | 0.06% | Reduce -0.2% | 12,005 | $891K |
| Bear Mountain Capital, Inc. | 0.38% | Reduce -2.6% | 12,554 | $891K |
| Bison Wealth, LLC | 0.14% | Add +12.5% | 11,995 | $890K |
| Westmount Partners, LLC | 0.32% | Add +23.9% | 11,934 | $886K |
| Seven Springs Wealth Group, LLC | 0.35% | Add +0.5% | 11,905 | $884K |
| Olistico Wealth, LLC | 0.64% | Reduce -9.4% | 11,861 | $880K |
| Gold Investment Management Ltd. | 0.35% | Add +79.7% | 11,798 | $876K |
| Strategic Financial Concepts, LLC | 0.21% | Add +188.4% | 11,788 | $875K |
| Hengehold Capital Management LLC | 0.09% | Reduce -4.2% | 11,765 | $873K |
| Ellenbecker Investment Group | 0.18% | No change | 11,755 | $873K |
| Sharp Wealth Advisory, LLC | 0.81% | Reduce -2.0% | 11,746 | $872K |
| ETF Store, Inc. | 0.49% | Add +2.6% | 11,653 | $865K |
| Nicolet Advisory Services, LLC | 0.09% | Reduce -0.1% | 11,698 | $864K |
| CRA Financial Services, LLC | 0.19% | Reduce -2.9% | 11,608 | $862K |
| Signal Advisors Wealth, LLC | 0.21% | Add +14.3% | 11,527 | $856K |
| Vantage Financial Partners, LLC | 0.23% | Add +7.8% | 11,500 | $854K |
| Prudential PLC | 0.01% | No change | 11,500 | $854K |
| Independent Financial Group, LLC | 0.04% | Reduce -5.3% | 11,459 | $850K |
| First Financial Bankshares Inc | 0.02% | Reduce -47.5% | 11,336 | $841K |
| Grant Street Asset Management, Inc. | 0.27% | Add +126.8% | 11,312 | $840K |
| Breakwater Capital Group | 0.21% | Reduce -2.0% | 11,243 | $834K |
| Holland Advisory Services, Inc. | 0.91% | Reduce -2.3% | 11,200 | $831K |
| Lazard Asset Management LLC | 0.00% | Reduce -2.7% | 11,161 | $828K |
| Adero Partners, LLC | 0.06% | Reduce -3.7% | 11,101 | $824K |
| Journey Strategic Wealth LLC | 0.04% | Reduce -16.8% | 11,078 | $822K |
| Shayne & Jacobs, LLC | 0.22% | Reduce -0.6% | 11,049 | $820K |
| Daymark Wealth Partners, LLC | 0.04% | Reduce -1.8% | 11,039 | $819K |
| Watershed Private Wealth LLC | 0.36% | New | 11,031 | $819K |
| Apexium Financial, LP | 0.06% | Reduce -10.4% | 11,031 | $819K |
| Clarity Capital Partners LLC | 0.54% | Reduce -4.9% | 11,026 | $818K |
| Sabal Trust CO | 0.05% | Reduce -1.1% | 10,908 | $810K |
| tru Independence LLC | 0.24% | Reduce -17.7% | 10,820 | $803K |
| Old Mission Investment Co LLC | 0.27% | Add +0.2% | 10,811 | $802K |
| Silver Oak Securities, Incorporated | 0.12% | Add +4.0% | 10,805 | $802K |
| Procyon Advisors, LLC | 0.06% | Reduce -13.7% | 10,779 | $800K |
| Merriman Wealth Management, LLC | 0.04% | Reduce -1.7% | 10,740 | $797K |
| VAUGHAN & Co SECURITIES, INC. | 0.51% | Reduce -10.3% | 10,728 | $796K |
| Presilium Private Wealth, LLC | 0.21% | Add +0.5% | 10,709 | $795K |
| Haverford Financial Services, Inc. | 0.23% | No change | 10,699 | $794K |
| Unique Wealth Strategies, LLC | 0.39% | Reduce -9.3% | 10,688 | $793K |
| GDS Wealth Management | 0.09% | Reduce -16.5% | 10,631 | $789K |
| Tsfg, LLC | 0.20% | Add +63.0% | 10,594 | $786K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.35% | Add +2.2% | 10,783 | $785K |
| Columbia Asset Management | 0.16% | No change | 11,155 | $785K |
| Dudley Capital Management, LLC | 0.46% | No change | 10,603 | $783K |
| NorthCoast Asset Management LLC | 0.01% | New | 10,552 | $783K |
| Certuity, LLC | 0.07% | Add +5.0% | 10,524 | $781K |
| McNamara Financial Services, Inc. | 0.17% | Add +0.2% | 10,516 | $780K |
| Welch & Forbes LLC | 0.01% | Reduce -17.4% | 10,510 | $780K |
| Talisman Wealth Advisors LLC | 0.98% | Reduce -0.1% | 10,503 | $780K |
| Mitchell McLeod Pugh & Williams Inc. | 0.19% | Reduce -3.7% | 10,491 | $779K |
| Empowered Funds, LLC | 0.01% | New | 10,371 | $770K |
| Access Financial Services, Inc. | 0.34% | Reduce -15.8% | 10,314 | $766K |
| Cooper Financial Group | 0.13% | Reduce -6.7% | 10,289 | $764K |
| Private Wealth Advisors, LLC | 0.32% | Reduce -8.7% | 10,246 | $760K |
| West Michigan Advisors, LLC | 0.25% | Add +8.1% | 10,227 | $759K |
| Operose Advisors LLC | 0.26% | Add +2.0% | 10,217 | $758K |
| LJI Wealth Management, LLC | 0.20% | Reduce -0.3% | 10,196 | $757K |
| Wealth Management Partners, LLC | 0.38% | Reduce -1.0% | 10,177 | $755K |
| Noesis Capital Mangement Corp. | 0.17% | No change | 10,098 | $749K |
| Coulter & Justus Financial Services, LLC | 0.17% | New | 10,098 | $749K |
| Maripau Wealth Management LLC | 0.56% | Add +5.8% | 10,071 | $748K |
| Tranquility Partners, LLC | 0.29% | Add +15.6% | 10,018 | $744K |
| Investmark Advisory Group LLC | 0.41% | Add +0.2% | 10,018 | $744K |
| Florida Trust Wealth Management Co | 0.03% | Add +27.6% | 10,010 | $743K |
| First Manhattan Co. Llc. | 0.00% | Add +1891.4% | 9,997 | $742K |
| Round Rock Advisors LLC | 0.18% | Add +3.2% | 9,964 | $740K |
| Harbor Group, Inc. | 0.19% | Reduce -1.6% | 9,922 | $736K |
| G&S Capital LLC | 0.33% | Add +0.3% | 9,901 | $735K |
| Stonebrook Private Inc. | 0.21% | Reduce -0.2% | 9,896 | $735K |
| Lyell Wealth Management, LP | 0.07% | Add +45.9% | 9,800 | $727K |
| Elevatus Welath Management | 0.29% | Reduce -8.2% | 9,787 | $726K |
| Grey Ledge Advisors, LLC | 0.20% | Add +4.7% | 9,777 | $726K |
| Grand Wealth Management, LLC | 0.34% | Add +0.0% | 9,740 | $723K |
| Mission Creek Capital Partners, Inc. | 0.19% | Reduce -1.0% | 9,712 | $721K |
| Penobscot Investment Management Company, Inc. | 0.08% | Add +7.8% | 9,700 | $720K |
| TCWP LLC | 1.91% | No change | 9,673 | $718K |
| RDA Financial Network | 0.24% | Add +22.0% | 9,615 | $714K |
| Aspen Wealth Management LLC | 0.27% | Reduce -2.3% | 9,579 | $711K |
| TD Capital Management LLC | 0.08% | Add +5.5% | 9,565 | $710K |
| Fiduciary Family Office, LLC | 0.28% | Reduce -8.0% | 9,562 | $710K |
| Courier Capital LLC | 0.05% | Reduce -11.9% | 9,558 | $709K |
| Jaffetilchin Investment Partners, LLC | 0.06% | Reduce -2.6% | 9,547 | $709K |
| One Wealth Advisors, LLC | 0.12% | Reduce -11.9% | 9,544 | $708K |
| Knightsbridge Asset Management, LLC | 0.20% | No change | 9,980 | $702K |
| Cobblestone Capital Advisors LLC | 0.04% | No change | 9,456 | $702K |
| Blue Trust, Inc. | 0.01% | Add +16.1% | 9,447 | $701K |
| RCS Financial Planning, LLC | 0.43% | Reduce -0.0% | 9,421 | $699K |
| REAP Financial Group, LLC | 0.19% | Add +33.5% | 9,375 | $696K |
| KFG Wealth Management, LLC | 0.29% | Add +39.8% | 9,357 | $694K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.05% | No change | 9,338 | $693K |
| ShoreHaven Wealth Partners, LLC | 0.38% | Add +4.7% | 9,272 | $688K |
| Northwest Bank & Trust Co | 0.63% | No change | 9,570 | $687K |
| Edgestream Partners, L.P. | 0.03% | Add +103.8% | 9,229 | $685K |
| Davidson Trust Co. | 0.40% | Add +83.6% | 9,221 | $684K |
| Cypress Capital Group | 0.08% | Reduce -8.7% | 9,181 | $681K |
| Truefg, LLC | 0.25% | Add +0.9% | 9,147 | $679K |
| Verum Partners LLC | 0.24% | No change | 8,988 | $667K |
| Essex Financial Services, Inc. | 0.06% | Reduce -5.0% | 8,968 | $666K |
| Catalyst Private Wealth, LLC | 0.35% | Reduce -2.0% | 8,964 | $665K |
| Forte Asset Management LLC | 0.40% | Add +37.9% | 8,909 | $661K |
| Sandhill Capital Partners LLC | 0.05% | No change | 8,861 | $658K |
| Cedrus LLC | 0.36% | Reduce -2.5% | 8,780 | $652K |
| Destination Wealth Management | 0.02% | Reduce -18.8% | 8,770 | $651K |
| FSC Wealth Advisors, LLC | 0.45% | Add +31.8% | 8,672 | $644K |
| Wiser Wealth Management, Inc | 0.21% | Add +0.7% | 8,650 | $642K |
| Headinvest, LLC | 0.13% | Reduce -0.7% | 8,646 | $642K |
| Girard Partners LTD. | 0.06% | Reduce -5.4% | 8,618 | $640K |
| First National Bank Sioux Falls | 0.35% | Reduce -19.0% | 8,607 | $639K |
| Quad-Cities Investment Group, LLC | 0.37% | Reduce -1.0% | 8,593 | $638K |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -12.7% | 8,580 | $637K |
| Waycross Investment Management Co | 0.59% | New | 8,525 | $633K |
| Tidal Investments LLC | 0.01% | Add +2.9% | 8,477 | $629K |
| Beacon Financial Advisory LLC | 0.30% | Reduce -2.9% | 8,441 | $627K |
| Modern Wealth Management, LLC | 0.06% | New | 8,427 | $625K |
| Financial Sense Advisors, Inc. | 0.22% | Add +64.2% | 8,425 | $625K |
| Philadelphia Trust Co. | 0.05% | No change | 8,425 | $625K |
| First National Bank of Hutchinson | 0.42% | New | 8,414 | $624K |
| GW&K Investment Management, LLC | 0.01% | Add +114.4% | 8,380 | $622K |
| Trilogy Capital Inc. | 0.04% | Reduce -8.7% | 8,379 | $622K |
| Altus Wealth Group LLC | 0.31% | Reduce -41.8% | 8,358 | $620K |
| Vertex Planning Partners, LLC | 0.17% | Add +165.0% | 8,334 | $619K |
| Diversified, LLC | 0.08% | Add +3.8% | 8,273 | $614K |
| Barrett & Company, Inc. | 0.29% | Add +0.2% | 8,272 | $614K |
| Raymond James Trust Co. of NH | 6.09% | Reduce -6.3% | 8,253 | $613K |
| Regatta Capital Group, LLC | 0.14% | Reduce -13.6% | 8,225 | $610K |
| Ethos Financial Group, LLC | 0.12% | Add +50.5% | 8,218 | $610K |
| Human Investing LLC | 0.12% | Reduce -2.8% | 8,214 | $610K |
| Glass Jacobson Investment Advisors llc | 0.23% | Add +2.8% | 8,206 | $609K |
| KWB Wealth | 0.08% | Add +10.3% | 8,199 | $609K |
| Douglass Winthrop Advisors, LLC | 0.01% | New | 8,155 | $605K |
| Planning Alternatives Ltd. | 0.10% | Add +1.9% | 8,138 | $604K |
| WealthShield Partners, LLC | 0.10% | Reduce -3.5% | 8,114 | $602K |
| Beverly Hills Private Wealth, LLC | 0.14% | Reduce -13.1% | 8,106 | $602K |
| SOA Wealth Advisors, LLC. | 0.12% | Add +10.3% | 8,088 | $600K |
| New World Advisors LLC | 0.17% | Add +7.2% | 8,063 | $598K |
| Sebold Capital Management, Inc. | 0.40% | Reduce -0.2% | 8,047 | $597K |
| Schneider Downs Wealth Management Advisors, LP | 0.14% | Reduce -11.8% | 8,016 | $595K |
| City Holding Co. | 0.09% | Reduce -6.1% | 8,003 | $594K |
| Moors & Cabot, Inc. | 0.03% | New | 7,965 | $591K |
| Well Done, LLC | 0.12% | Add +34.4% | 7,960 | $591K |
| Armstrong, Fleming & Moore, Inc | 0.41% | Reduce -6.5% | 7,921 | $588K |
| BCGM Wealth Management, LLC | 0.21% | Reduce -1.0% | 7,920 | $588K |
| Cypress Point Wealth Management, LLC | 0.30% | Reduce -27.5% | 7,914 | $587K |
| Two Sigma Securities, LLC | 0.03% | New | 7,872 | $584K |
| Sandy Spring Bank | 0.03% | Reduce -16.0% | 7,776 | $577K |
| Evoke Wealth, LLC | 0.02% | Add +131.2% | 7,749 | $575K |
| Sachem Hill LLC | 0.13% | Add +8.3% | 7,741 | $575K |
| CPA Asset Management Group, LLC | 0.32% | Add +41.5% | 7,718 | $573K |
| KFA Private Wealth Group, LLC | 0.18% | Add +5.3% | 7,702 | $572K |
| Theory Financial LLC | 0.29% | Add +137.4% | 7,670 | $569K |
| Legacy Private Trust Co. | 0.04% | Add +15.0% | 7,540 | $560K |
| RVW Wealth, LLC | 0.06% | No change | 7,536 | $559K |
| Fiducient Advisors LLC | 0.11% | No change | 7,518 | $558K |
| Trust Co. of Vermont | 0.03% | Add +80.0% | 7,514 | $558K |
| Armor Investment Advisors, LLC | 0.27% | No change | 7,470 | $554K |
| Inscription Capital, LLC | 0.09% | Add +0.1% | 7,468 | $554K |
| Founders Financial Alliance, LLC | 0.17% | Add +12.1% | 7,462 | $554K |
| Enzi Wealth | 0.26% | No change | 7,670 | $549K |
| Northwest Investment Counselors, LLC | 0.13% | Reduce -1.5% | 7,402 | $549K |
| Cambridge Trust Co. | 0.02% | Reduce -14.6% | 7,397 | $549K |
| Chicago Wealth Management, Inc. | 0.33% | Reduce -1.6% | 7,395 | $549K |
| Cypress Wealth Services, LLC | 0.13% | Add +3.9% | 7,372 | $547K |
| Empirical Asset Management, LLC | 0.26% | Add +8.5% | 7,371 | $547K |
| Wintrust Investments LLC | 0.05% | Add +2.9% | 7,373 | $547K |
| Coho Partners, Ltd. | 0.01% | Add +24.4% | 7,364 | $547K |
| Community Financial Services Group, LLC | 0.12% | — | 7,363 | $546K |
| Consolidated Portfolio Review Corp | 0.14% | Reduce -35.4% | 7,349 | $545K |
| Ironwood Financial, llc | 0.13% | Add +9.1% | 7,334 | $544K |
| Selective Wealth Management, Inc. | 0.24% | New | 7,467 | $544K |
| PGIM Custom Harvest LLC | 0.01% | Add +34.8% | 7,304 | $542K |
| Naples Global Advisors, LLC | 0.06% | Add +4.1% | 7,288 | $541K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Reduce -22.2% | 7,276 | $540K |
| Elevation Wealth Partners, LLC | 0.27% | Reduce -4.4% | 7,264 | $537K |
| Blue Chip Partners, LLC | 0.05% | Reduce -3.6% | 7,218 | $536K |
| CFO4Life Group, LLC | 0.10% | Add +0.8% | 7,210 | $535K |
| DT Investment Partners, LLC | 0.05% | Add +107.8% | 7,198 | $534K |
| HUB Investment Partners, LLC | 0.03% | Add +37.6% | 7,168 | $532K |
| Archer Investment Corp | 0.16% | Add +0.4% | 7,157 | $531K |
| Sprinkle Financial Consultants LLC | 0.45% | No change | 7,088 | $526K |
| Private Wealth Partners, LLC | 0.04% | No change | 7,081 | $526K |
| Hilltop Wealth Advisors, LLC | 0.27% | Reduce -2.5% | 7,076 | $525K |
| SeaCrest Wealth Management, LLC | 0.06% | Add +19.9% | 7,073 | $525K |
| Graybill Wealth Management, LTD. | 0.22% | Add +9.2% | 7,069 | $525K |
| HM Payson & Co. | 0.01% | Add +0.8% | 7,060 | $524K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 7,033 | $522K |
| Financial Management Professionals, Inc. | 0.08% | Add +58.5% | 7,013 | $521K |
| BluePointe Capital Management, LLC | 0.36% | Add +0.5% | 6,987 | $519K |
| Simmons Bank | 0.04% | Add +0.7% | 6,920 | $514K |
| Partners in Financial Planning | 0.11% | No change | 6,874 | $510K |
| MBA Advisors LLC | 0.26% | Reduce -6.9% | 6,862 | $509K |
| Centurion Wealth Management LLC | 0.20% | Reduce -0.2% | 6,860 | $509K |
| Tidemark, LLC | 0.28% | Add +163.2% | 6,835 | $507K |
| Eagle Strategies LLC | 0.11% | Reduce -88.6% | 6,819 | $506K |
| Range Financial Group LLC | 0.26% | No change | 6,816 | $506K |
| Ackerman Capital Advisors, LLC | 0.14% | No change | 6,801 | $505K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +228.9% | 6,739 | $500K |
| Berkeley, Inc | 0.30% | No change | 6,716 | $498K |
| Northeast Financial Group, Inc. | 0.22% | Reduce -6.9% | 6,640 | $493K |
| Live Oak Private Wealth LLC | 0.09% | Add +9.2% | 6,634 | $492K |
| Accredited Investors Inc. | 0.03% | No change | 6,589 | $489K |
| Gradient Capital Advisors, LLC | 0.18% | Reduce -1.7% | 6,582 | $489K |
| Kohmann Bosshard Financial Services, LLC | 0.07% | No change | 6,580 | $488K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -13.3% | 6,548 | $486K |
| International Private Wealth Advisors LLC | 0.94% | Add +2.1% | 6,531 | $485K |
| Capital Group Private Client Services, Inc. | 0.00% | Add +0.5% | 6,513 | $483K |
| Ategra Capital Management, LLC | 0.22% | No change | 6,512 | $483K |
| Efficient Advisors, LLC | 0.03% | Reduce -3.5% | 6,511 | $483K |
| Kovack Advisors, Inc. | 0.06% | Add +0.7% | 6,510 | $483K |
| Financial Life Advisors | 0.20% | Reduce -18.3% | 6,490 | $482K |
| High Falls Advisors, Inc | 0.12% | No change | 6,488 | $482K |
| Concorde Asset Management, LLC | 0.33% | New | 6,469 | $480K |
| Richardson Financial Services Inc. | 0.34% | Add +0.3% | 6,441 | $478K |
| Morton Capital Management LLC | 0.13% | Add +3.9% | 6,425 | $477K |
| Mosaic Family Wealth Partners, LLC | 0.08% | Reduce -5.9% | 6,392 | $474K |
| Petra Financial Advisors Inc. | 0.35% | No change | 6,743 | $474K |
| Key Financial Inc | 0.12% | No change | 6,333 | $470K |
| United Advisor Group, LLC | 0.18% | New | 6,318 | $469K |
| My Legacy Advisors, LLC | 0.16% | Reduce -6.5% | 6,294 | $467K |
| American National Bank & Trust Co. | 0.11% | — | 6,294 | $467K |
| MontVue Capital Management, Inc. | 0.41% | Reduce -3.2% | 6,239 | $463K |
| GAMMA Investing LLC | 0.09% | Add +172.1% | 6,220 | $462K |
| Ally Invest Advisors Inc. | 0.05% | Add +22.8% | 6,207 | $461K |
| Townsend Asset Management Corp. /NC/ | 0.18% | Reduce -3.1% | 6,160 | $457K |
| Abbrea Capital, LLC | 0.06% | New | 6,153 | $457K |
| Joel Isaacson & Co., LLC | 0.02% | Add +6.0% | 6,101 | $453K |
| Rathbones Group PLC | 0.00% | No change | 6,100 | $453K |
| Willis Johnson & Associates, Inc. | 0.04% | Add +8.6% | 6,100 | $453K |
| TD Waterhouse Canada Inc. | 0.00% | Add +2.5% | 5,698 | $448K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +67.4% | 6,033 | $448K |
| Pinnacle Associates Ltd. | 0.01% | Add +22.0% | 6,030 | $448K |
| Keudell/Morrison Wealth Management | 0.14% | Reduce -3.9% | 6,011 | $446K |
| Watts Gwilliam & Co., LLC | 0.14% | — | 5,913 | $445K |
| Northwest Capital Management Inc | 0.14% | No change | 5,945 | $441K |
| Clarkston Capital Partners, LLC | 0.01% | No change | 5,928 | $440K |
| DDFG, Inc | 0.14% | Add +3.3% | 5,911 | $439K |
| Kraft, Davis & Associates, LLC | 0.13% | Reduce -9.6% | 5,850 | $439K |
| Belvedere Trading LLC | 0.03% | New | 5,903 | $438K |
| Elite Life Management LLC | 2.14% | No change | 5,884 | $437K |
| Meridian Management Co. | 0.12% | Reduce -1.5% | 5,884 | $437K |
| Radnor Capital Management, LLC | 0.07% | No change | 5,860 | $435K |
| Obermeyer Wealth Partners | 0.03% | Reduce -0.3% | 5,824 | $432K |
| Amplius Wealth Advisors, LLC | 0.05% | Reduce -7.8% | 5,816 | $432K |
| D'Orazio & Associates, Inc. | 0.07% | No change | 5,776 | $429K |
| LGT Financial Advisors LLC | 0.50% | Reduce -18.7% | 5,757 | $427K |
| Red Door Wealth Management, LLC | 0.08% | No change | 5,754 | $427K |
| Little House Capital LLC | 0.14% | Add +1.3% | 5,753 | $427K |
| Birch Hill Investment Advisors LLC | 0.02% | No change | 5,739 | $426K |
| RTD Financial Advisors, Inc. | 0.06% | Reduce -8.8% | 5,714 | $424K |
| Insigneo Advisory Services, LLC | 0.05% | Add +28.8% | 5,694 | $423K |
| Victory Financial Group, LLC | 0.25% | Reduce -52.0% | 5,691 | $422K |
| Marble Harbor Investment Counsel, LLC | 0.05% | Add +16.5% | 5,685 | $422K |
| Appleton Partners Inc. | 0.03% | Reduce -19.7% | 5,671 | $421K |
| Advisor OS, LLC | 0.05% | Add +12.4% | 5,664 | $420K |
| LifePro Asset Management | 0.28% | Add +10.4% | 5,658 | $420K |
| Leverty Financial Group, LLC | 0.25% | Reduce -2.4% | 5,635 | $418K |
| MidAtlantic Capital Management, Inc. | 0.37% | New | 5,621 | $417K |
| Burke & Herbert Bank & Trust Co. | 0.31% | No change | 5,613 | $417K |
| Bar Harbor Wealth Management | 0.03% | Add +44.0% | 5,606 | $416K |
| Keel Point, LLC | 0.04% | Add +24.1% | 5,592 | $415K |
| Hibernia Wealth Partners, LLC | 0.28% | Add +60.3% | 5,588 | $415K |
| Capasso Planning Partners LLC | 0.17% | Add +0.1% | 5,584 | $414K |
| Mayfair Advisory Group, LLC | 0.30% | Add +65.5% | 5,577 | $414K |
| Voisard Asset Management Group, Inc. | 0.23% | Reduce -33.6% | 5,577 | $414K |
| Thomasville National Bank | 0.03% | Reduce -21.6% | 5,575 | $414K |
| JFG Wealth Management, LLC | 0.11% | Add +38.8% | 5,574 | $414K |
| Schrum Private Wealth Management LLC | 0.37% | Add +31.8% | 5,554 | $412K |
| Maryland Capital Advisors Inc. | 0.26% | Reduce -8.4% | 5,548 | $412K |
| Mendota Financial Group, LLC | 0.24% | No change | 5,471 | $406K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.03% | No change | 5,466 | $406K |
| Lowe Wealth Advisors, LLC | 0.19% | Reduce -13.8% | 5,457 | $405K |
| Focus Financial Network, Inc. | 0.02% | — | 5,719 | $405K |
| Adams Wealth Management | 0.10% | Reduce -0.3% | 5,425 | $403K |
| Eaton Financial Holdings Company, LLC | 0.21% | New | 5,406 | $401K |
| Tran Capital Management, L.P. | 0.04% | New | 5,400 | $401K |
| Clear Creek Financial Management, LLC | 0.05% | Add +72.1% | 5,384 | $400K |
| Bourgeon Capital Management LLC | 0.08% | Add +2.2% | 5,366 | $398K |
| Renasant Bank | 0.28% | Reduce -2.6% | 5,364 | $398K |
| United Bank | 0.05% | Add +0.5% | 5,356 | $398K |
| Charles Schwab Investment Advisory, Inc. | 0.00% | Reduce -27.5% | 5,356 | $397K |
| Golden Road Advisors LLC | 0.33% | Reduce -5.6% | 5,317 | $395K |
| Winthrop Advisory Group LLC | 0.06% | Add +56.3% | 5,314 | $394K |
| Bromfield Sneider Wealth Advisors | 0.24% | No change | 5,312 | $394K |
| Inlet Private Wealth, LLC | 0.11% | No change | 5,253 | $390K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -24.8% | 5,250 | $390K |
| Berger Financial Group, Inc | 0.03% | Add +19.5% | 5,232 | $388K |
| Secure Asset Management, LLC | 0.09% | Add +1.4% | 5,227 | $388K |
| Gould Asset Management LLC | 0.09% | No change | 5,222 | $388K |
| Advocacy Wealth Management, LLC | 0.03% | Reduce -1.5% | 5,219 | $387K |
| Elgethun Capital Management | 0.10% | No change | 5,213 | $386K |
| CoreCap Advisors, LLC | 0.02% | Add +45.0% | 5,122 | $380K |
| Hills Bank & Trust Co | 0.03% | Reduce -20.8% | 5,117 | $380K |
| CBIZ Investment Advisory Services, LLC | 0.03% | Add +44.3% | 5,080 | $377K |
| Cairn Investment Group, Inc. | 0.22% | Reduce -1.1% | 5,052 | $375K |
| Sensible Money, LLC | 0.20% | Reduce -0.5% | 5,035 | $374K |
| Plan Group Financial, LLC | 0.24% | Add +40.1% | 5,018 | $372K |
| Avondale Wealth Management | 0.26% | No change | 5,000 | $371K |
| Root Financial Partners, LLC | 0.11% | New | 4,977 | $369K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 4,982 | $369K |
| PFW Advisors LLC | 0.11% | No change | 4,950 | $367K |
| Modus Advisors, LLC | 0.13% | No change | 4,910 | $364K |
| Fortitude Family Office, LLC | 0.24% | No change | 4,903 | $364K |
| Phillips Wealth Planners LLC | 0.42% | Reduce -7.7% | 5,129 | $364K |
| Stolper Co | 0.13% | Add +1.1% | 4,873 | $362K |
| Sound Income Strategies, LLC | 0.03% | Add +113.5% | 4,869 | $361K |
| Anchor Capital Advisors LLC | 0.01% | No change | 4,867 | $361K |
| Burt Wealth Advisors | 0.09% | No change | 4,865 | $361K |
| Brand Asset Management Group, Inc. | 0.16% | Reduce -5.9% | 4,865 | $361K |
| Dakota Wealth Management | 0.01% | Reduce -21.1% | 4,861 | $361K |
| Summit Investment Advisory Services, LLC | 0.21% | Add +35.4% | 4,852 | $360K |
| MorganRosel Wealth Management, LLC | 0.13% | Reduce -23.7% | 4,809 | $357K |
| Investors Research Corp | 0.08% | Add +1.6% | 4,795 | $356K |
| MJP Associates Inc. | 0.08% | No change | 4,779 | $355K |
| KOM Wealth Management Group, LLC | 0.35% | Reduce -68.7% | 4,776 | $355K |
| Twelve Points Wealth Management LLC | 0.13% | Reduce -18.3% | 4,775 | $354K |
| Vestmark Advisory Solutions, Inc. | 0.02% | New | 4,730 | $351K |
| Alpha Cubed Investments, LLC | 0.02% | New | 4,727 | $351K |
| Norway Savings Bank | 0.14% | Reduce -5.7% | 4,651 | $345K |
| Blue Barn Wealth, LLC | 0.19% | Reduce -3.4% | 4,623 | $343K |
| Belpointe Asset Management LLC | 0.03% | Reduce -10.2% | 4,615 | $343K |
| Keb Asset Management, LLC | 0.12% | No change | 4,587 | $340K |
| Madison Asset Management, LLC | 0.00% | Reduce -54.9% | 4,581 | $340K |
| Edgemoor Investment Advisors, Inc. | 0.03% | No change | 4,576 | $340K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | Reduce -24.1% | 4,573 | $339K |
| Brown, Lisle/Cummings, Inc. | 0.12% | Reduce -6.2% | 4,569 | $339K |
| SpiderRock Advisors, LLC | 0.01% | — | 4,607 | $338K |
| Sentinel Pension Advisors, LLC | 0.07% | No change | 4,538 | $337K |
| Jacobi Capital Management LLC | 0.03% | Add +1.1% | 4,534 | $337K |
| Gries Financial LLC | 0.06% | Reduce -1.0% | 4,533 | $336K |
| Team Hewins, LLC | 0.14% | Add +1.3% | 4,524 | $336K |
| Private Portfolio Partners LLC | 0.07% | Add +1.3% | 4,511 | $335K |
| Pflug Koory, LLC | 0.02% | No change | 4,493 | $333K |
| TrinityPoint Wealth, LLC | 0.06% | New | 4,483 | $333K |
| GLOBALT Investments LLC / GA | 0.01% | Add +5.1% | 4,482 | $333K |
| QRG Capital Management, Inc. | 0.00% | Add +11.6% | 4,476 | $332K |
| Continental Investors Services, Inc. | 0.79% | New | 4,492 | $332K |
| GM Advisory Group, LLC | 0.02% | No change | 4,464 | $331K |
| GTS Securities LLC | 0.01% | Reduce -89.9% | 4,457 | $331K |
| Columbia Advisory Partners LLC | 0.33% | Reduce -16.6% | 4,432 | $329K |
| Ballast Advisors LLC | 0.11% | Reduce -2.8% | 4,431 | $329K |
| Satovsky Asset Management LLC | 0.10% | Add +5.4% | 4,420 | $328K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -5.4% | 4,419 | $328K |
| Estate Counselors, LLC | 0.04% | No change | 4,410 | $327K |
| Smith, Moore & Co. | 0.03% | Add +53.2% | 4,403 | $327K |
| Plante Moran Financial Advisors, LLC | 0.04% | Add +63.8% | 4,393 | $326K |
| Vista Investment Management | 0.13% | Reduce -0.9% | 4,391 | $326K |
| Norris Perne & French LLP | 0.02% | New | 4,378 | $325K |
| GSG Advisors LLC | 0.12% | No change | 4,393 | $324K |
| Keener Financial Planning LLC | 0.22% | No change | 4,360 | $324K |
| Rowlandmiller & Partners.adv | 0.07% | No change | 4,358 | $323K |
| First Financial Corp. | 0.16% | New | 4,345 | $322K |
| Argent Capital Management LLC | 0.01% | Add +38.2% | 4,340 | $322K |
| Keebeck Wealth Management | 0.05% | Add +1.3% | 4,293 | $319K |
| Calydon Capital | 0.06% | New | 4,255 | $318K |
| Mosaic Financial Group, LLC | 0.25% | — | 4,277 | $317K |
| PCA Investment Advisory Services Inc. | 0.18% | New | 4,259 | $316K |
| Motco | 0.02% | Add +33.3% | 4,255 | $316K |
| Financial Perspectives, Inc | 0.12% | Add +24.0% | 4,234 | $314K |
| Spirepoint Private Client, LLC | 0.05% | — | 4,228 | $314K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -0.1% | 4,228 | $314K |
| Burney Co./ | 0.01% | Add +14.7% | 4,212 | $313K |
| Total Wealth Planning, LLC | 0.05% | No change | 4,200 | $312K |
| Alpha Omega Wealth Management LLC | 0.06% | No change | 4,198 | $312K |
| Stephens Inc. | 0.00% | Add +13.5% | 4,197 | $312K |
| Embree Financial Group | 0.06% | Reduce -15.2% | 4,168 | $309K |
| Goelzer Investment Management, Inc. | 0.02% | Add +41.4% | 4,168 | $309K |
| Hyman Charles D | 0.02% | No change | 4,167 | $309K |
| Tobias Financial Advisors, Inc. | 0.07% | Add +2.2% | 4,153 | $308K |
| Wolff Wiese Magana LLC | 0.26% | Add +27.9% | 4,125 | $306K |
| Essex Bank | 0.09% | No change | 4,333 | $305K |
| Bragg Financial Advisors, Inc | 0.01% | New | 4,100 | $304K |
| Peak Planning Group, LLC | 0.19% | Reduce -21.7% | 4,060 | $301K |
| Kathmere Capital Management, LLC | 0.03% | No change | 4,058 | $301K |
| VERITY Wealth Advisors | 0.23% | New | 4,050 | $301K |
| Roberts Glore & Co. Inc. | 0.09% | No change | 4,045 | $300K |
| Ridgewood Investments LLC | 0.16% | Reduce -30.6% | 4,016 | $298K |
| Nixon Peabody Trust Co. | 0.03% | Reduce -11.9% | 4,000 | $297K |
| White Pine Capital LLC | 0.11% | No change | 4,130 | $297K |
| Gateway Wealth Partners, LLC | 0.11% | Reduce -21.0% | 3,994 | $296K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +1.6% | 3,987 | $296K |
| Cahill Wealth Management, LLC | 0.17% | No change | 3,972 | $295K |
| Rockland Trust Co. | 0.02% | Reduce -12.2% | 3,970 | $295K |
| Anchor Investment Management, LLC | 0.03% | No change | 3,964 | $294K |
| Landmark Wealth Management, LLC | 0.14% | Reduce -1.9% | 3,945 | $293K |
| Register Financial Advisors LLC | 0.15% | Reduce -15.1% | 3,944 | $293K |
| Jamison Private Wealth Management, Inc. | 0.05% | New | 3,926 | $291K |
| Advisory Alpha, LLC | 0.01% | Reduce -1.2% | 3,880 | $288K |
| Rise Advisors, LLC | 0.15% | Reduce -15.2% | 3,854 | $286K |
| Gray Private Wealth, LLC | 0.19% | — | 3,847 | $286K |
| PBMares Wealth Management LLC | 0.07% | Reduce -8.6% | 3,838 | $285K |
| Hazlett, Burt & Watson, Inc. | 0.17% | No change | 3,789 | $282K |
| Formidable Asset Management, LLC | 0.05% | Add +7.3% | 3,796 | $282K |
| Savvy Advisors, Inc. | 0.16% | Reduce -25.2% | 3,769 | $280K |
| Balanced Rock Investment Advisors LLC | 0.24% | No change | 3,759 | $279K |
| Seascape Capital Management | 0.10% | No change | 3,750 | $278K |
| Key Client Fiduciary Advisors, LLC | 0.15% | No change | 3,745 | $278K |
| Total Clarity Wealth Management, Inc. | 0.10% | New | 3,741 | $278K |
| Oarsman Capital, Inc. | 0.07% | Reduce -37.0% | 3,725 | $276K |
| Trueblood Wealth Management, LLC | 0.16% | Reduce -0.9% | 3,724 | $276K |
| Retirement Planning Group, LLC | 0.02% | Reduce -3.6% | 3,692 | $274K |
| Sheets Smith Wealth Management | 0.03% | Add +11.6% | 3,680 | $273K |
| Zullo Investment Group, Inc. | 0.13% | Reduce -9.7% | 3,676 | $273K |
| New Century Financial Group, LLC | 0.19% | Reduce -1.6% | 3,668 | $272K |
| River Wealth Advisors LLC | 0.04% | Reduce -25.5% | 3,644 | $270K |
| Fiduciary Alliance LLC | 0.05% | Reduce -8.0% | 3,647 | $269K |
| FSA Advisors, Inc. | 0.29% | Add +1.7% | 3,630 | $269K |
| Thrive Wealth Management, LLC | 0.06% | New | 3,617 | $268K |
| BOS Asset Management, LLC | 0.14% | New | 3,617 | $268K |
| Insight Advisors, LLC/ PA | 0.05% | Add +9.1% | 3,614 | $268K |
| Aureus Asset Management, LLC | 0.02% | Add +4.2% | 3,613 | $268K |
| Ingalls & Snyder LLC | 0.01% | Reduce -1.0% | 3,609 | $268K |
| Elk River Wealth Management LLC | 0.05% | Reduce -71.4% | 3,553 | $264K |
| Concord Wealth Partners | 0.05% | Add +30.9% | 3,546 | $263K |
| Chapin Davis, Inc. | 0.10% | Add +1.0% | 3,543 | $263K |
| Twin Peaks Wealth Advisors, LLC | 0.15% | Reduce -31.8% | 3,536 | $262K |
| Forum Financial Management, LP | 0.00% | Add +1.2% | 3,498 | $260K |
| Oxinas Partners, LLC | 0.17% | Reduce -1.3% | 3,491 | $259K |
| Sage Mountain Advisors LLC | 0.03% | Add +0.4% | 3,490 | $259K |
| Compass Wealth Management LLC | 0.06% | No change | 3,477 | $258K |
| Hoge Financial Services, LLC | 0.21% | No change | 3,475 | $258K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Add +10.3% | 3,468 | $257K |
| Camden National Bank | 0.05% | Add +5.7% | 3,466 | $257K |
| Onyx Bridge Wealth Group LLC | 0.05% | Reduce -6.9% | 3,545 | $257K |
| Leo Wealth, LLC | 0.03% | No change | 3,452 | $256K |
| DF Dent & Co. Inc. | 0.00% | No change | 3,430 | $255K |
| HTLF Bank | 0.03% | New | 3,415 | $253K |
| Sunpointe, LLC | 0.28% | Add +13.3% | 3,411 | $253K |
| Plum Street Advisors, LLC | 0.13% | New | 3,243 | $253K |
| Fortis Advisors, LLC | 0.17% | New | 3,397 | $252K |
| Vermillion & White Wealth Management Group, LLC | 0.20% | No change | 3,389 | $252K |
| Epic Trust Investment Advisors, LLC | 0.31% | Reduce -27.0% | 3,380 | $251K |
| Elmwood Wealth Management, Inc. | 0.11% | New | 3,374 | $250K |
| Retirement Income Solutions, Inc. | 0.06% | No change | 3,361 | $249K |
| Gerber, LLC | 0.21% | No change | 3,357 | $249K |
| Pinnacle Financial Group, LLC / IL | 0.11% | No change | 3,350 | $249K |
| Gemmer Asset Management LLC | 0.03% | No change | 3,346 | $248K |
| Vident Advisory, LLC | 0.01% | Add +10.2% | 3,345 | $248K |
| Versant Capital Management, Inc | 0.07% | No change | 3,341 | $248K |
| Stonebridge Capital Advisors LLC | 0.02% | Add +7.4% | 3,334 | $247K |
| Tradewinds, LLC. | 0.12% | — | 3,331 | $247K |
| Alta Wealth Advisors LLC | 0.13% | Reduce -0.8% | 3,329 | $247K |
| City State Bank | 0.11% | No change | 3,325 | $247K |
| XML Financial, LLC | 0.03% | Reduce -12.1% | 3,323 | $247K |
| Fortune Financial Advisors, LLC | 0.16% | New | 3,282 | $244K |
| GenTrust, LLC | 0.01% | New | 3,273 | $243K |
| Intelligence Driven Advisers, LLC | 0.04% | New | 3,260 | $242K |
| Washington Trust Bank | 0.02% | New | 3,212 | $238K |
| Atlantic Union Bankshares Corp | 0.02% | Reduce -17.8% | 3,201 | $238K |
| BlackDiamond Wealth Management, LLC | 0.17% | Reduce -16.2% | 3,200 | $238K |
| Trust Co of the South | 0.05% | Reduce -4.0% | 3,195 | $237K |
| Duncan Williams Asset Management, LLC | 0.21% | — | 3,184 | $236K |
| Detalus Advisors, LLC | 0.08% | Reduce -8.2% | 3,183 | $236K |
| HighMark Wealth Management LLC | 0.15% | Reduce -4.6% | 3,087 | $236K |
| American Trust | 0.02% | Reduce -36.6% | 3,181 | $236K |
| Correct Capital Wealth Management | 0.05% | No change | 3,180 | $236K |
| Capital Advisors Wealth Management, LLC | 0.05% | Reduce -13.6% | 3,171 | $235K |
| Central Bank & Trust Co. | 0.03% | Add +8.1% | 3,161 | $235K |
| Leelyn Smith, LLC | 0.05% | New | 3,151 | $234K |
| Bellwether Advisors, LLC | 0.05% | Add +4.3% | 3,143 | $233K |
| Emprise Bank | 0.16% | — | 3,132 | $232K |
| Gitterman Wealth Management, LLC | 0.09% | No change | 3,132 | $232K |
| Mirador Capital Partners LP | 0.04% | No change | 3,126 | $232K |
| Newton One Investments LLC | 0.10% | No change | 3,119 | $231K |
| Baron Financial Group, LLC | 0.14% | No change | 3,116 | $231K |
| HBW Advisory Services LLC | 0.04% | No change | 3,265 | $230K |
| Somerset Trust Co | 0.09% | Reduce -9.8% | 3,098 | $230K |
| Beaumont Financial Advisors, LLC | 0.02% | New | 3,094 | $230K |
| Catalina Capital Group, LLC | 0.10% | Add +1.2% | 3,089 | $229K |
| Coppell Advisory Solutions Corp. | 0.04% | — | 3,087 | $229K |
| Centennial Bank | 0.12% | Add +28.3% | 3,082 | $229K |
| Cardinal Point Capital Management ULC | 0.04% | Reduce -2.2% | 3,078 | $228K |
| Prosperity Planning, Inc. | 0.11% | Reduce -0.6% | 3,074 | $228K |
| Glassman Wealth Services | 0.05% | Add +34.8% | 3,070 | $228K |
| ProVise Management Group, LLC | 0.02% | Add +6.7% | 3,067 | $228K |
| Guerra Pan Advisors, LLC | 0.21% | Reduce -11.6% | 3,066 | $228K |
| WMS Partners, LLC | 0.02% | New | 3,052 | $227K |
| Melfa Wealth Management, Inc. | 0.16% | New | 3,039 | $226K |
| S&T Bank | 0.04% | No change | 3,036 | $225K |
| Proffitt & Goodson Inc. | 0.04% | No change | 3,031 | $225K |
| Gill Capital Partners, LLC | 0.09% | No change | 3,133 | $225K |
| Sugarloaf Wealth Management, LLC | 0.05% | Reduce -60.6% | 3,014 | $224K |
| Private Ocean, LLC | 0.02% | Reduce -18.6% | 3,005 | $223K |
| STAR Financial Bank | 0.19% | New | 3,000 | $223K |
| Avantax Planning Partners, Inc. | 0.01% | New | 2,998 | $223K |
| Running Point Capital Advisors, LLC | 0.10% | Reduce -4.9% | 2,994 | $222K |
| ESL Trust Services, LLC | 0.06% | Add +4.4% | 2,984 | $221K |
| WealthBridge Capital Management, LLC | 0.07% | New | 2,979 | $221K |
| Cassady Schiller Wealth Management, LLC | 0.10% | Add +16.1% | 2,971 | $221K |
| Taylor Financial Group, Inc. | 0.17% | No change | 2,958 | $220K |
| Clifford Swan Investment Counsel LLC | 0.01% | Reduce -14.6% | 2,954 | $219K |
| Global Assets Advisory, LLC | 0.13% | New | 2,967 | $219K |
| Cedar Point Capital Partners, LLC | 0.17% | No change | 2,942 | $218K |
| Francis Financial, Inc. | 0.07% | New | 2,935 | $218K |
| Creekmur Asset Management LLC | 0.07% | Reduce -4.3% | 2,929 | $217K |
| OneAscent Financial Services LLC | 0.02% | Reduce -22.6% | 2,916 | $216K |
| Chilton Investment Co. Inc. | 0.01% | New | 2,901 | $215K |
| Indiana Trust & Investment Management Co | 0.09% | Reduce -3.5% | 2,880 | $214K |
| Hyperion Partners, LLC | 0.16% | No change | 2,877 | $214K |
| Tanglewood Legacy Advisors, LLC | 0.10% | New | 2,862 | $212K |
| Boston Financial Mangement LLC | 0.01% | No change | 2,859 | $212K |
| Maple Capital Management, Inc. | 0.02% | New | 2,856 | $212K |
| Fortitude Advisory Group L.L.C. | 0.12% | No change | 2,850 | $212K |
| Harbor Advisory Corp. | 0.07% | No change | 2,849 | $211K |
| Eudaimonia Advisors LLC | 0.11% | Reduce -12.9% | 2,836 | $210K |
| Wealth Forward, LLC | 0.17% | New | 2,826 | $210K |
| Wealthspire Retirement, LLC | 0.02% | New | 2,821 | $209K |
| Seneca Financial Advisors LLC | 0.11% | New | 2,800 | $208K |
| Sfmg, LLC | 0.02% | Reduce -34.1% | 2,797 | $208K |
| Christensen, King & Associates Investment Services, Inc. | 0.10% | New | 2,794 | $207K |
| Absolute Capital Management, LLC | 0.13% | New | 2,792 | $207K |
| Wealth Group, Ltd. | 0.16% | — | 2,790 | $207K |
| LaSalle St. Investment Advisors, LLC | 0.12% | New | 2,847 | $207K |
| Quadcap Wealth Management, LLC | 0.05% | New | 2,785 | $207K |
| Newman Dignan & Sheerar, Inc. | 0.06% | New | 2,781 | $206K |
| Wealthgate Family Office, LLC | 0.53% | New | 2,774 | $206K |
| Destiny Wealth Partners, LLC | 0.04% | Reduce -17.8% | 2,759 | $205K |
| Lazari Capital Management, Inc. | 0.11% | New | 2,735 | $203K |
| Titleist Asset Management, LLC | 0.04% | New | 2,723 | $202K |
| MTM Financial Group, LLC | 0.13% | New | 2,721 | $202K |
| Rothschild Investment LLC | 0.01% | Add +6.3% | 2,710 | $201K |
| Sharkey, Howes & Javer | 0.03% | New | 2,699 | $200K |
| Slagle Financial, LLC | 0.11% | Reduce -59.4% | 2,697 | $200K |
| Christopher J. Hasenberg, Inc | 0.10% | New | 2,687 | $199K |
| Scarborough Advisors, LLC | 0.09% | Reduce -19.9% | 2,658 | $197K |
| Rosenberg Matthew Hamilton | 0.06% | Reduce -1.4% | 2,621 | $194K |
| American National Bank & Trust | 0.03% | Add +0.1% | 2,603 | $193K |
| Frazier Financial Advisors, LLC | 0.16% | No change | 2,598 | $193K |
| Sanctuary Wealth Management, L.L.C. | 0.15% | No change | 2,560 | $190K |
| Mascoma Wealth Management LLC | 0.05% | Reduce -47.1% | 2,465 | $183K |
| Richardson Capital Management LLC | 0.15% | Add +1.8% | 2,446 | $182K |
| Pineridge Advisors LLC | 0.06% | Reduce -50.4% | 2,405 | $178K |
| St Germain D J Co. Inc. | 0.01% | Add +2778.3% | 2,389 | $177K |
| TCTC Holdings, LLC | 0.01% | Add +11.0% | 2,378 | $176K |
| PSI Advisors, LLC | 0.06% | Add +19.1% | 2,377 | $176K |
| Clearstead Trust, LLC | 0.05% | No change | 2,331 | $173K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 2,458 | $173K |
| Chilton Capital Management LLC | 0.01% | Reduce -29.6% | 2,295 | $170K |
| Bogart Wealth, LLC | 0.01% | Reduce -97.2% | 2,221 | $165K |
| Salomon & Ludwin, LLC | 0.01% | No change | 2,216 | $164K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 2,199 | $163K |
| Householder Group Estate & Retirement Specialist, LLC | 0.05% | Add +3.2% | 2,113 | $157K |
| NFSG Corp | 0.07% | Reduce -35.6% | 2,088 | $155K |
| Atwood & Palmer Inc. | 0.01% | No change | 2,079 | $154K |
| Transcendent Capital Group LLC | 0.08% | Add +0.2% | 1,962 | $146K |
| Pacifica Partners Inc. | 0.06% | Add +115.3% | 1,966 | $145K |
| First PREMIER Bank | 0.04% | No change | 1,898 | $141K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.05% | Add +49.6% | 1,839 | $136K |
| Lanark Financial, Inc. | 0.01% | Reduce -8.0% | 1,819 | $135K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -2.9% | 1,823 | $130K |
| Evermay Wealth Management LLC | 0.02% | Reduce -1.9% | 1,745 | $130K |
| Optimum Investment Advisors | 0.06% | Add +2.5% | 1,741 | $129K |
| Signature Resources Capital Management, LLC | 0.12% | No change | 1,799 | $127K |
| Arax Advisory Partners | 0.01% | Add +0.6% | 1,686 | $125K |
| Bradley & Co. Private Wealth Management, LLC | 0.10% | No change | 1,617 | $120K |
| Clear Point Advisors Inc. | 0.10% | Reduce -17.3% | 1,611 | $120K |
| Stone House Investment Management, LLC | 0.03% | Reduce -27.9% | 1,606 | $119K |
| LFA - Lugano Financial Advisors SA | 0.09% | Reduce -33.6% | 1,582 | $117K |
| FRG Family Wealth Advisors LLC | 0.02% | New | 1,540 | $111K |
| Spotlight Asset Group, Inc. | 0.08% | Reduce -1.5% | 1,480 | $110K |
| Kopp LeRoy C | 0.06% | — | 1,400 | $104K |
| Kopp Family Office, LLC | 0.06% | No change | 1,400 | $104K |
| Beacon Capital Management, LLC | 0.02% | Reduce -14.3% | 1,354 | $100K |
| Citizens National Bank Trust Department | 0.02% | No change | 1,350 | $100K |
| Woodmont Investment Counsel LLC | 0.01% | New | 1,341 | $100K |
| Blue Bell Private Wealth Management, LLC | 0.02% | Reduce -72.5% | 1,329 | $99K |
| Retirement Group, LLC | 0.03% | No change | 1,301 | $97K |
| Smithfield Trust Co | 0.01% | No change | 1,290 | $96K |
| Covestor Ltd | 0.06% | Reduce -2.8% | 1,270 | $94K |
| Jackson, Grant Investment Advisers, Inc. | 0.04% | No change | 1,259 | $93K |
| Private Wealth Management Group, LLC | 0.04% | No change | 1,251 | $93K |
| Carmichael Hill & Associates, Inc. | 0.04% | No change | 1,241 | $92K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 1,235 | $92K |
| Angeles Wealth Management, LLC | 0.01% | No change | 1,187 | $88K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -40.8% | 1,182 | $88K |
| WR Wealth Planners, LLC | 0.03% | New | 1,177 | $87K |
| Arcadia Investment Management Corp. | 0.01% | No change | 1,132 | $84K |
| Tacita Capital Inc | 0.06% | Add +1.5% | 1,130 | $84K |
| Delta Asset Management LLC | 0.01% | No change | 1,130 | $84K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,092 | $81K |
| Provenance Wealth Advisors, LLC | 0.01% | Add +97.2% | 1,071 | $79K |
| Caldwell Sutter Capital, Inc. | 0.04% | No change | 1,054 | $78K |
| Cliffwater LLC | 0.02% | No change | 1,036 | $77K |
| Cornerstone Planning Group LLC | 0.02% | Add +3.0% | 1,041 | $76K |
| SRH Advisors, LLC | 0.02% | No change | 1,026 | $76K |
| MTM Investment Management, LLC | 0.03% | New | 1,017 | $75K |
| CarsonAllaria Wealth Management, Ltd. | 0.05% | Reduce -12.6% | 1,001 | $74K |
| New York State Common Retirement Fund | 0.00% | Reduce -44.3% | 956 | $71K |
| Pittenger & Anderson Inc. | 0.00% | No change | 930 | $69K |
| Main Street Group, LTD | 0.03% | No change | 925 | $68K |
| Gradient Investments LLC | 0.00% | Reduce -19.1% | 896 | $67K |
| Thompson Investment Management, Inc. | 0.01% | Add +56.4% | 879 | $65K |
| Front Row Advisors LLC | 0.02% | Add +768.0% | 868 | $64K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +11.1% | 863 | $64K |
| PFS Partners, LLC | 0.04% | Reduce -27.7% | 837 | $62K |
| Fairman Group, LLC | 0.06% | No change | 832 | $62K |
| Financial Connections Group, Inc. | 0.07% | New | 800 | $60K |
| Missouri Trust & Investment Co | 0.02% | No change | 800 | $59K |
| Timber Creek Capital Management LLC | 0.02% | No change | 790 | $59K |
| Lindbrook Capital, LLC | 0.01% | No change | 788 | $58K |
| Aspire Private Capital, LLC | 0.01% | Add +11.2% | 723 | $54K |
| HHM Wealth Advisors, LLC | 0.01% | Add +35.0% | 713 | $53K |
| Sittner & Nelson, LLC | 0.03% | Add +24.5% | 696 | $52K |
| Impact Partnership Wealth, LLC | 0.02% | Reduce -60.0% | 696 | $52K |
| First Personal Financial Services | 0.01% | No change | 665 | $49K |
| Davis Capital Management | 0.04% | No change | 654 | $48K |
| First Pacific Financial | 0.01% | Add +2.8% | 632 | $47K |
| Pin Oak Investment Advisors Inc. | 0.04% | No change | 615 | $46K |
| Princeton Global Asset Management LLC | 0.01% | Reduce -20.1% | 618 | $46K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 600 | $45K |
| Piscataqua Savings Bank | 0.04% | No change | 583 | $43K |
| M&R Capital Management Inc. | 0.01% | Reduce -74.2% | 550 | $41K |
| Kelly Financial Services LLC | 0.02% | Reduce -5.9% | 538 | $40K |
| Criterion Capital Advisors, LLC | 0.03% | No change | 531 | $39K |
| FSA Wealth Management LLC | 0.02% | No change | 527 | $39K |
| Cape Investment Advisory, Inc. | 0.02% | Reduce -82.1% | 498 | $37K |
| Aspire Wealth Management Corp | 0.02% | No change | 490 | $36K |
| Pingora Partners LLC | 0.03% | No change | 485 | $36K |
| Atticus Wealth Management, LLC | 0.01% | Add +35.5% | 481 | $36K |
| Blume Capital Management, Inc. | 0.01% | No change | 477 | $35K |
| Arrow Financial Corp | 0.00% | Reduce -22.9% | 457 | $34K |
| Baldwin Wealth Partners LLC | 0.00% | Reduce -14.8% | 455 | $34K |
| First Community Trust NA | 0.03% | New | 443 | $33K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 433 | $32K |
| Janiczek Wealth Management, LLC | 0.01% | No change | 420 | $31K |
| Arcadia Investment Advisors LLC | 0.02% | No change | 397 | $29K |
| Truvestments Capital LLC | 0.01% | New | 397 | $29K |
| Peoples Bank | 0.02% | No change | 375 | $28K |
| Hanson & Doremus Investment Management | 0.00% | No change | 364 | $27K |
| Tucker Asset Management LLC | 0.01% | Add +27.3% | 354 | $26K |
| Headlands Technologies LLC | 0.01% | New | 353 | $26K |
| McClarren Financial Advisors, Inc. | 0.02% | No change | 343 | $26K |
| AlphaMark Advisors, LLC | 0.01% | No change | 350 | $26K |
| WFA Asset Management Corp | 0.01% | Add +102.3% | 348 | $26K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -48.9% | 334 | $25K |
| Perkins Coie Trust Co | 0.01% | No change | 316 | $23K |
| Pacific Center for Financial Services | 0.01% | New | 314 | $23K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 312 | $23K |
| Horizons Wealth Management | 0.01% | No change | 321 | $23K |
| Bank of New Hampshire | 0.01% | No change | 300 | $22K |
| Fernwood Investment Management, LLC | 0.01% | New | 298 | $22K |
| Emfo, LLC | 0.02% | No change | 278 | $21K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -30.6% | 266 | $20K |
| Kozak & Associates, Inc. | 0.01% | Reduce -79.9% | 254 | $19K |
| Nemes Rush Group LLC | 0.00% | Reduce -0.4% | 256 | $19K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -97.8% | 242 | $18K |
| Guardian Wealth Management, Inc. | 0.01% | No change | 236 | $18K |
| Castleview Partners, LLC | 0.01% | No change | 224 | $17K |
| SJS Investment Consulting Inc. | 0.00% | No change | 222 | $16K |
| AllSquare Wealth Management LLC | 0.01% | Reduce -14.4% | 219 | $16K |
| Valley National Advisers Inc. | 0.00% | No change | 224 | $16K |
| Norwood Financial Corp | 0.02% | No change | 200 | $15K |
| CoreFirst Bank & Trust | 0.01% | Reduce -42.9% | 200 | $15K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 183 | $14K |
| Tower View Wealth Management LLC | 0.01% | New | 174 | $13K |
| CNB Bank | 0.01% | No change | 173 | $13K |
| Bfsg, LLC | 0.00% | No change | 165 | $12K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.01% | No change | 160 | $12K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 156 | $12K |
| McIlrath & Eck, LLC | 0.00% | No change | 151 | $11K |
| Integrity Financial Corp | 0.01% | No change | 146 | $11K |
| Vima LLC | 0.01% | Reduce -68.5% | 160 | $11K |
| Eukles Asset Management | 0.00% | No change | 140 | $10K |
| Optiver Holding B.V. | 0.00% | New | 129 | $10K |
| DecisionPoint Financial, LLC | 0.00% | Add +68.4% | 128 | $9K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 132 | $9K |
| Hilltop National Bank | 0.00% | — | 108 | $8K |
| Coston, McIsaac & Partners | 0.00% | No change | 81 | $6K |
| Tyler-Stone Wealth Management | 0.00% | No change | 74 | $5K |
| LifeSteps Financial, Inc. | 0.00% | New | 69 | $5K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 68 | $5K |
| Benjamin Edwards Inc. | 0.00% | Reduce -61.4% | 44 | $3K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -32.7% | 37 | $3K |
| Gilliland Jeter Wealth Management LLC | 0.00% | New | 35 | $3K |
| Abich Financial Wealth Management LLC | 0.00% | Add +0.0% | 33 | $2K |
| Clarity Asset Management, Inc. | 0.00% | Reduce -91.8% | 30 | $2K |
| Resources Management Corp. /CT/ | 0.00% | No change | 23 | $2K |
| Dogwood Wealth Management LLC | 0.00% | No change | 14 | $1K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -97.1% | 9 | $668 |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 4 | $262 |
| Bell Investment Advisors, Inc | 0.00% | No change | 2 | $149 |
| Balefire, LLC | 0.00% | No change | 2 | $114 |
"% of holder's portfolio" is IEFA's weight in each manager's 13F, not the share of iShares Core MSCI Eafe ETF the manager owns.