iShares Core MSCI Eafe ETFIEFAETF
13F holders, Q2 2024 (June 30)1,813holders +27
85new positions
67sold out
5famous investors
$72.61avg. 13F price*
At the end of Q2 2024, 1,813 institutions reported holding iShares Core MSCI Eafe ETF (IEFA) in their 13F filings, up 27 from Q1 2024. 85 opened new positions and 67 sold out. The largest holders were Bank of America Corp. ($12.5B), Morgan Stanley ($7.2B) and Jones Financial Companies LLLP ($6.1B). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 85 | $396.9M |
| Exits | 67 | $130.0M |
All 13F filers, Q1 2024 → Q2 2024: 72,731,434 shares bought and 87,952,411 shares sold, net −15,220,977 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,813 holders
| Bank of America Corp. | 1.20% | Reduce -0.4% | 172,537,868 | $12.5B |
| Morgan Stanley | 0.56% | Add +10.8% | 98,729,186 | $7.2B |
| Jones Financial Companies LLLP | 7.09% | Add +7.0% | 84,493,308 | $6.1B |
| Wells Fargo & Company | 1.13% | Add +5.4% | 60,070,070 | $4.4B |
| Tiaa Trust, National Association | 12.22% | Reduce -7.0% | 54,535,710 | $4.0B |
| Envestnet Asset Management Inc. | 0.98% | Add +2.7% | 38,878,766 | $2.8B |
| LPL Financial LLC | 1.26% | Add +4.6% | 34,769,372 | $2.5B |
| Goldman Sachs Group Inc. | 0.46% | Add +1.1% | 32,216,299 | $2.3B |
| US Bancorp \de | 3.19% | Add +2.5% | 32,212,225 | $2.3B |
| BlackRock Inc. | 0.05% | Reduce -10.6% | 31,655,417 | $2.3B |
| Raymond James & Associates | 1.42% | Add +1.2% | 29,746,936 | $2.2B |
| Northwestern Mutual Wealth Management Co. | 2.04% | Add +2.0% | 28,459,754 | $2.1B |
| Bank of New York Mellon Corp | 0.36% | Add +9.3% | 26,054,415 | $1.9B |
| UBS Group AG | 0.52% | Reduce -1.8% | 23,482,302 | $1.7B |
| FMR LLC | 0.09% | Add +3.2% | 19,174,164 | $1.4B |
| JPMorgan Chase & Co. | 0.11% | Reduce -0.9% | 17,600,208 | $1.3B |
| M&T Bank Corp | 3.77% | Add +0.8% | 15,202,046 | $1.1B |
| PNC Financial Services Group, Inc. | 0.72% | Reduce -1.3% | 14,815,466 | $1.1B |
| Jane Street Group, LLC | 1.14% | Add +7917.2% | 14,467,500 | $1.1B |
| Envestnet Portfolio Solutions, Inc. | 3.29% | Add +1.7% | 12,985,086 | $943.2M |
| Betterment LLC | 2.20% | Add +0.3% | 11,677,182 | $848.2M |
| Bank of Montreal | 0.24% | Add +24.4% | 10,859,322 | $793.6M |
| Ameriprise Financial Inc. | 0.19% | Add +2.6% | 9,816,801 | $713.2M |
| Stifel Financial Corp. | 0.77% | Add +1.4% | 9,399,038 | $682.7M |
| Mariner, LLC | 1.19% | Add +2.1% | 8,443,417 | $613.3M |
| Cerity Partners LLC | 1.64% | Add +3.6% | 8,311,273 | $603.7M |
| Royal Bank of Canada | 0.13% | Reduce -0.8% | 7,673,661 | $557.4M |
| Assetmark, Inc. | 1.68% | Add +0.7% | 7,480,892 | $543.4M |
| Truist Financial Corp. | 0.79% | Reduce -1.4% | 7,111,033 | $516.5M |
| Raymond James Financial Services Advisors, Inc. | 0.73% | Add +7.8% | 7,029,413 | $510.6M |
| Alliancebernstein L.P. | 0.17% | Add +1.1% | 6,595,894 | $479.1M |
| Keybank National Association | 1.93% | Add +2.7% | 6,497,008 | $471.9M |
| State of New Jersey Common Pension Fund D | 2.04% | Reduce -32.4% | 6,424,587 | $466.7M |
| National Bank of Canada | 0.70% | Reduce -13.8% | 6,156,310 | $447.8M |
| Avantax Advisory Services, Inc. | 3.15% | Add +10.5% | 6,090,342 | $442.4M |
| First Citizens Bank & Trust Co. | 8.04% | Add +0.9% | 5,867,837 | $426.2M |
| Ballentine Partners, LLC | 7.70% | Add +2.9% | 5,732,991 | $416.4M |
| Baird Financial Group, Inc. | 0.84% | Add +2.0% | 5,583,390 | $405.6M |
| Franklin Resources Inc. | 0.12% | Reduce -0.2% | 5,381,807 | $390.9M |
| HighTower Advisors, LLC | 0.57% | Reduce -12.8% | 5,024,360 | $365.0M |
| Charles Schwab Investment Management Inc. | 0.07% | Reduce -3.5% | 4,910,469 | $356.7M |
| Cresset Asset Management, LLC | 1.42% | Add +4.8% | 4,592,372 | $333.6M |
| United Capital Financial Advisors, LLC | 2.70% | Reduce -1.4% | 4,329,031 | $314.5M |
| Alesco Advisors, LLC, An ESL Co | 10.29% | Add +0.7% | 4,324,667 | $314.1M |
| Sei Investments Co. | 0.43% | Reduce -5.2% | 4,182,308 | $303.8M |
| Allspring Global Investments Holdings, LLC | 0.48% | Reduce -3.1% | 4,052,541 | $294.4M |
| Fiduciary Trust Co | 4.40% | Add +5.0% | 4,036,113 | $293.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 8.39% | Add +2.0% | 3,860,112 | $280.4M |
| Flputnam Investment Management Co. | 5.26% | Add +3.5% | 3,858,264 | $280.3M |
| Hirtle & Co., LLC | 13.74% | Reduce -0.7% | 3,765,959 | $273.6M |
| Nuveen Asset Management, LLC | 0.08% | Add +9.1% | 3,743,549 | $271.9M |
| Members Trust Co | 7.55% | Reduce -2.1% | 3,427,091 | $248.9M |
| Mission Wealth Management, LP | 6.68% | Add +1.3% | 3,391,169 | $246.3M |
| Cetera Investment Advisers | 0.56% | Reduce -0.1% | 3,335,341 | $242.3M |
| Bell Bank | 20.02% | Add +4.3% | 3,278,221 | $238.1M |
| Mill Creek Capital Advisors, LLC | 5.87% | Add +35.7% | 3,171,496 | $230.4M |
| Commonwealth Equity Services, LLC | 0.35% | Add +2.6% | 3,027,313 | $219.9M |
| Signaturefd, LLC | 4.43% | Add +2.0% | 2,999,063 | $217.9M |
| MML Investors Services, LLC | 0.87% | Add +11.3% | 2,959,983 | $215.0M |
| Modera Wealth Management, LLC | 3.17% | Add +6.3% | 2,959,939 | $215.0M |
| Creative Planning | 0.23% | Reduce -3.7% | 2,932,544 | $213.0M |
| Pure Financial Advisors, LLC | 5.72% | Add +8.0% | 2,839,912 | $206.3M |
| Greenleaf Trust | 1.91% | Add +1.5% | 2,771,634 | $201.3M |
| Haverford Trust Co | 2.10% | Reduce -0.7% | 2,746,837 | $199.5M |
| Old Mission Capital LLC | 5.15% | New | 2,702,822 | $196.3M |
| Fifth Third Bancorp | 0.73% | Reduce -0.8% | 2,648,547 | $192.4M |
| RiverFront Investment Group, LLC | 5.07% | Add +4.0% | 2,617,261 | $190.1M |
| Prudential Financial Inc. | 0.28% | Add +143.6% | 2,591,597 | $188.3M |
| Northern Trust Corp. | 0.03% | Add +4.1% | 2,481,099 | $180.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Reduce -95.7% | 2,474,000 | $179.7M |
| Passaic Partners LLC | 24.31% | Reduce -6.3% | 2,275,812 | $165.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 3.54% | Reduce -1.2% | 2,270,239 | $164.9M |
| First Command Advisory Services, Inc. | 1.68% | Reduce -7.6% | 2,229,025 | $161.9M |
| Northwestern Mutual Investment Management Company, LLC | 4.01% | Reduce -2.2% | 2,135,738 | $155.1M |
| Dynasty Wealth Management, LLC | 4.56% | Reduce -25.9% | 2,128,225 | $154.6M |
| First Hawaiian Bank | 5.21% | Reduce -11.5% | 2,120,671 | $154.0M |
| Matson Money. Inc. | 5.08% | Add +1.3% | 2,104,251 | $152.9M |
| CKW Financial Group | 19.30% | Add +1.1% | 2,079,508 | $151.3M |
| Citizens Financial Group Inc. | 3.35% | Add +2.6% | 2,080,022 | $151.1M |
| Brown Brothers Harriman & Co. | 1.13% | Add +2.0% | 2,073,745 | $150.6M |
| Quotient Wealth Partners, LLC | 5.22% | Reduce -27.1% | 2,051,264 | $149.0M |
| Avidian Wealth Enterprises, LLC | 7.02% | Add +4.0% | 2,002,622 | $145.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.35% | — | 1,985,588 | $144.2M |
| Alaska Permanent Fund Corp | 2.11% | Reduce -36.7% | 1,904,843 | $142.4M |
| Manufacturers Life Insurance Company, The | 0.13% | Add +18.7% | 1,954,722 | $141.9M |
| Midland Wealth Advisors, LLC | 8.33% | Reduce -0.4% | 1,933,897 | $140.5M |
| Merit Financial Group, LLC | 3.09% | Add +2.6% | 1,926,287 | $139.9M |
| Wealth Enhancement Advisory Services, LLC | 0.33% | Add +41.0% | 1,916,276 | $139.2M |
| Moneta Group Investment Advisors LLC | 2.15% | Add +3.5% | 1,853,168 | $134.6M |
| Sanctuary Advisors, LLC | 0.95% | — | 1,814,439 | $131.3M |
| Wellington Management Group LLP | 0.02% | Add +21.1% | 1,775,797 | $129.0M |
| Macquarie Group Ltd. | 0.15% | Reduce -16.6% | 1,757,639 | $127.7M |
| Halbert Hargrove Global Advisors, LLC | 7.39% | Add +7.0% | 1,735,359 | $126.1M |
| Truepoint, Inc. | 3.59% | Reduce -2.3% | 1,734,204 | $126.0M |
| Janney Montgomery Scott LLC | 0.38% | Add +7.9% | 1,716,108 | $124.7M |
| Heritage Wealth Advisors | 5.50% | Add +0.9% | 1,678,531 | $121.9M |
| First Business Financial Services, Inc. | 12.75% | Reduce -0.4% | 1,655,308 | $120.2M |
| TD Private Client Wealth LLC | 3.71% | Add +14.1% | 1,622,902 | $117.9M |
| MAI Capital Management | 1.16% | Add +0.4% | 1,620,043 | $117.7M |
| Retirement Investment Advisors, Inc. | 14.19% | — | 1,609,352 | $116.9M |
| Rockefeller Capital Management L.P. | 0.33% | Reduce -6.1% | 1,596,638 | $116.0M |
| Connecticut Wealth Management, LLC | 5.94% | Add +2.1% | 1,583,243 | $115.0M |
| Osaic Holdings, Inc. | 0.27% | Reduce -1.2% | 1,574,858 | $114.4M |
| Comerica Bank | 0.45% | Reduce -2.2% | 1,499,874 | $109.0M |
| Alaska Permanent Capital Management, LLC | 9.06% | Reduce -14.3% | 1,464,462 | $106.0M |
| Principal Securities, Inc. | 2.91% | Add +12.6% | 1,450,808 | $105.4M |
| UMB Bank, n.a. | 1.73% | Add +2.2% | 1,449,739 | $105.3M |
| Neuberger Berman Group LLC | 0.08% | Add +4.9% | 1,415,568 | $102.8M |
| Corient Private Wealth LP | 0.18% | Reduce -4.2% | 1,404,742 | $102.0M |
| HSBC Holdings PLC | 0.06% | Add +12.7% | 1,382,630 | $100.4M |
| Equitable Holdings, Inc. | 1.03% | Add +4.2% | 1,351,618 | $98.2M |
| Global Strategic Investment Solutions, LLC | 11.37% | Reduce -5.3% | 1,295,154 | $94.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.62% | Add +11.4% | 1,292,300 | $93.9M |
| Captrust Financial Advisors | 0.30% | Reduce -0.4% | 1,275,351 | $92.6M |
| First Financial Bank - Trust Division | 9.03% | Add +1.0% | 1,261,786 | $91.7M |
| National Philanthropic Trust | 1.72% | Reduce -6.3% | 1,241,223 | $90.2M |
| 1832 Asset Management L.P. | 0.16% | Add +129.7% | 1,234,058 | $89.6M |
| SigFig Wealth Management, LLC | 3.37% | Reduce -6.7% | 1,237,169 | $89.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.44% | Add +10.2% | 1,227,118 | $89.1M |
| Full Sail Capital, LLC | 5.85% | Add +8.2% | 1,197,083 | $87.0M |
| Wealthquest Corp | 9.22% | Add +4.0% | 1,191,065 | $86.5M |
| Capital Analysts, LLC | 3.81% | Reduce -10.4% | 1,186,431 | $86.2M |
| Johnson Financial Group, Inc. | 4.18% | Add +1.3% | 1,186,117 | $86.2M |
| Gratus Capital, LLC | 3.46% | Add +4.2% | 1,180,715 | $85.8M |
| Vicus Capital | 7.75% | Add +2.0% | 1,179,359 | $85.7M |
| Nottingham Advisors, Inc. | 10.10% | Add +5.1% | 1,172,990 | $85.2M |
| Bartlett & Co. Wealth Management LLC | 1.26% | Add +1.0% | 1,146,353 | $83.3M |
| Ritholtz Wealth Management | 2.67% | Add +1.6% | 1,113,018 | $80.8M |
| Focus Partners Wealth | 0.27% | Add +235.3% | 1,106,697 | $80.4M |
| RKL Wealth Management LLC | 7.51% | Add +0.8% | 1,072,836 | $77.9M |
| Cambridge Investment Research Advisors, Inc. | 0.28% | Reduce -6.7% | 1,043,769 | $75.8M |
| Fragasso Financial Advisors Inc | 6.21% | Reduce -7.3% | 1,036,329 | $75.3M |
| Regions Financial Corp. | 0.57% | Reduce -8.4% | 1,035,754 | $75.2M |
| Natixis Advisors, LLC | 0.16% | Reduce -59.0% | 1,035,704 | $75.2M |
| Hantz Financial Services, Inc. | 1.44% | Reduce -9.0% | 1,027,312 | $74.6M |
| Center for Financial Planning, Inc. | 10.76% | Add +1.4% | 1,024,897 | $74.4M |
| Lockheed Martin Investment Management Co. | 4.26% | No change | 1,013,100 | $73.6M |
| Choreo, LLC | 1.23% | Add +28.4% | 1,011,503 | $73.6M |
| Venturi Wealth Management, LLC | 4.31% | Add +4.3% | 1,001,761 | $72.8M |
| Janney Capital Management LLC | 4.97% | Reduce -3.4% | 969,394 | $70.4M |
| Aaron Wealth Advisors LLC | 9.73% | Add +2.5% | 964,838 | $70.1M |
| Edge Capital Group, LLC | 3.38% | Add +0.6% | 960,088 | $69.7M |
| SPC Financial, Inc. | 6.06% | Add +1.3% | 901,436 | $65.5M |
| Jabodon PT Co. | 45.46% | No change | 884,020 | $64.2M |
| Monashee Investment Management LLC | 8.28% | Add +18.8% | 874,080 | $63.5M |
| First Foundation Advisors | 2.40% | Add +14.1% | 865,173 | $62.8M |
| Pathstone Holdings, LLC | 0.28% | Add +17.2% | 863,663 | $62.7M |
| Rehmann Capital Advisory Group | 4.49% | Reduce -9.9% | 862,639 | $62.7M |
| Flow Traders U.S. LLC | 3.09% | New | 861,720 | $62.6M |
| Wealthspire Advisors, LLC | 0.80% | Reduce -2.2% | 858,544 | $62.4M |
| NewEdge Advisors, LLC | 0.45% | Add +12.1% | 853,967 | $62.0M |
| New York Life Investment Management LLC | 0.62% | Add +83.4% | 845,358 | $61.4M |
| Graves Light Lenhart Wealth, Inc. | 6.99% | Add +3.8% | 840,523 | $61.1M |
| Mason Street Advisors, LLC | 8.14% | Add +10.6% | 833,000 | $60.5M |
| Financiere des Professionnels - Fonds d'investissement inc. | 4.72% | Reduce -5.7% | 826,953 | $60.3M |
| McKinley Carter Wealth Services, Inc. | 3.80% | Add +1.4% | 820,135 | $59.6M |
| Bailard, Inc. | 1.62% | Reduce -3.6% | 809,802 | $58.8M |
| Arkos Global Advisors | 9.44% | Add +5.5% | 803,343 | $58.4M |
| Olympus Wealth Management, LLC | 18.15% | Add +43.1% | 798,663 | $58.0M |
| Twin Focus Capital Partners, LLC | 9.18% | Add +9.0% | 791,430 | $57.5M |
| Diversified Trust Co. | 1.62% | Add +2.8% | 790,941 | $57.5M |
| Cabot-Wellington, LLC | 22.43% | Reduce -1.9% | 788,456 | $57.3M |
| AMG National Trust Bank | 1.55% | Add +24.3% | 787,094 | $57.2M |
| Intrust Bank NA | 6.06% | Add +1.4% | 783,859 | $56.9M |
| Texas Capital Bank Wealth Management Services Inc | 5.85% | Reduce -10.7% | 774,288 | $56.2M |
| First National Trust Co | 2.29% | Reduce -0.1% | 766,143 | $55.7M |
| OneDigital Investment Advisors LLC | 0.69% | Add +6.8% | 758,069 | $55.1M |
| Bangor Savings Bank | 5.48% | Add +4.2% | 754,043 | $54.8M |
| Thrivent Financial for Lutherans | 0.11% | Add +35.9% | 747,280 | $54.3M |
| Clearstead Advisors, LLC | 0.91% | Add +502.1% | 733,475 | $53.3M |
| Parallel Advisors, LLC | 1.35% | Reduce -1.9% | 727,379 | $52.8M |
| Callan Family Office, LLC | 10.11% | Reduce -2.6% | 724,659 | $52.6M |
| Meeder Advisory Services, Inc. | 3.71% | Add +34.0% | 722,105 | $52.5M |
| Kestra Advisory Services, LLC | 0.29% | Add +8.2% | 707,629 | $51.4M |
| Orgel Wealth Management, LLC | 1.39% | Reduce -0.6% | 707,486 | $51.4M |
| Acadian Asset Management LLC | 0.16% | Add +13.2% | 702,321 | $51.0M |
| BNP Paribas Financial Markets | 0.05% | New | 688,478 | $50.0M |
| Gotham Asset Management | 0.64% | Add +23.0% | 680,472 | $49.4M |
| Shepherd Financial Partners LLC | 6.36% | Add +9.4% | 678,919 | $49.3M |
| Facet Wealth, Inc. | 1.51% | Reduce -3.3% | 667,185 | $49.2M |
| Integrated Wealth Concepts LLC | 0.67% | Reduce -2.2% | 675,566 | $49.1M |
| Dan L Duncan Foundation | 74.48% | Add +1.8% | 671,206 | $48.8M |
| Compton Financial Group, LLC | 15.69% | Add +2.1% | 664,960 | $48.3M |
| Wedmont Private Capital | 3.03% | Reduce -0.8% | 635,294 | $48.1M |
| Quadrant Capital Group LLC | 3.56% | Add +14.6% | 659,528 | $47.9M |
| Roth Financial Partners LLC | 20.64% | Add +3.2% | 658,693 | $47.8M |
| Pacific Capital Wealth Advisors, Inc. | 8.44% | Add +28.6% | 636,636 | $46.2M |
| Ledyard National Bank | 4.46% | Add +2.1% | 633,051 | $46.0M |
| Legacy Edge Advisors, LLC | 8.47% | Add +22.6% | 632,840 | $46.0M |
| Conservest Capital Advisors, Inc. | 4.93% | Reduce -7.9% | 616,283 | $45.7M |
| Prime Capital Investment Advisors, LLC | 0.68% | Add +11.0% | 628,298 | $45.6M |
| Institutional & Family Asset Management, LLC | 6.95% | Reduce -0.1% | 623,967 | $45.3M |
| Dixon Mitchell Investment Counsel Inc. | 2.25% | Add +61.0% | 617,993 | $44.9M |
| True Link Financial Advisors, LLC | 4.13% | Add +3.6% | 613,519 | $44.6M |
| Marcum Wealth, LLC | 4.46% | Reduce -0.7% | 611,994 | $44.5M |
| BOK Financial Private Wealth, Inc. | 3.20% | Reduce -1.1% | 606,938 | $44.1M |
| Ironwood Wealth Management, LLC. | 14.28% | Reduce -2.5% | 602,057 | $43.7M |
| Valeo Financial Advisors, LLC | 1.36% | Add +41.7% | 598,785 | $43.5M |
| Brickley Wealth Management | 9.48% | Add +0.3% | 595,926 | $43.3M |
| Cape Cod Five Cents Savings Bank | 4.16% | Reduce -1.4% | 591,078 | $42.9M |
| Wilshire Advisors LLC | 21.38% | Reduce -3.9% | 587,059 | $42.6M |
| Apollon Wealth Management, LLC | 1.27% | Add +15.2% | 573,228 | $41.6M |
| Atria Investments, Inc | 0.54% | Add +4.4% | 571,123 | $41.5M |
| Northwest Quadrant Wealth Management, LLC | 10.11% | Add +0.7% | 565,232 | $41.1M |
| Colony Family Offices, LLC | 13.12% | Reduce -0.4% | 562,534 | $40.9M |
| Regis Acquisition Inc. | 24.83% | Reduce -2.3% | 560,639 | $40.7M |
| Southern Farm Bureau Life Insurance | 6.62% | Reduce -27.2% | 556,709 | $40.3M |
| Klingman & Associates, LLC | 2.71% | Add +5.2% | 551,965 | $40.1M |
| LBMC Investment Advisors, LLC | 3.39% | Add +1.1% | 539,000 | $39.2M |
| Blair William & Co. | 0.12% | Add +9.7% | 538,540 | $39.1M |
| Alaska Wealth Advisors, LLC | 6.07% | Reduce -1.2% | 538,376 | $39.1M |
| Galvin, Gaustad & Stein, LLC | 3.68% | Add +1.6% | 537,606 | $39.1M |
| Bank of Hawaii | 1.78% | Add +0.9% | 532,391 | $38.7M |
| Strategies Wealth Advisors, LLC | 5.62% | Add +0.2% | 530,947 | $38.6M |
| Cambridge Associates LLC /Ma/ | 1.75% | Add +15.0% | 526,744 | $38.3M |
| Waddell & Associates, LLC | 5.03% | Add +1.1% | 526,399 | $38.2M |
| Wellspring Financial Advisors, LLC | 4.29% | Add +23.5% | 525,602 | $38.2M |
| DAVENPORT & Co LLC | 0.24% | Add +11.8% | 523,249 | $38.0M |
| Mercer Global Advisors Inc. | 0.10% | Reduce -8.8% | 522,821 | $38.0M |
| Revolve Wealth Partners, LLC | 6.25% | Add +3.7% | 521,503 | $37.9M |
| Susquehanna International Group, LLP | 0.07% | Add +522.6% | 520,426 | $37.8M |
| Wescott Financial Advisory Group, LLC | 4.38% | Add +39.1% | 519,043 | $37.7M |
| Steward Partners Investment Advisory, LLC | 0.39% | Add +0.8% | 512,389 | $37.2M |
| Beacon Pointe Advisors, LLC | 0.44% | Reduce -0.8% | 511,801 | $37.2M |
| Lake Street Advisors Group, LLC | 1.79% | Reduce -5.6% | 511,156 | $37.1M |
| Victory Capital Management Inc. | 0.04% | Add +46.2% | 510,593 | $37.1M |
| Rockbridge Investment Management, LCC | 5.20% | Add +5.8% | 505,111 | $36.7M |
| Aspiriant, LLC | 1.49% | Add +16.7% | 503,403 | $36.6M |
| Fifth Third Wealth Advisors LLC | 2.77% | Add +46.9% | 503,235 | $36.6M |
| SVB Wealth LLC | 0.90% | Reduce -3.0% | 501,638 | $36.4M |
| Composition Wealth, LLC | 0.88% | Reduce -3.5% | 495,544 | $36.0M |
| Atria Wealth Solutions, Inc. | 0.40% | Reduce -2.8% | 491,762 | $35.7M |
| Fort Point Capital Partners LLC | 4.57% | Add +18.0% | 489,930 | $35.6M |
| Orion Porfolio Solutions, LLC | 0.37% | Reduce -2.6% | 487,972 | $35.4M |
| Orion Portfolio Solutions, LLC | 0.37% | Reduce -2.6% | 487,972 | $35.4M |
| Conrad Siegel Investment Advisors, Inc. | 10.21% | Add +2.1% | 483,859 | $35.1M |
| Jordan Park Group LLC | 2.65% | Add +1.7% | 477,333 | $34.7M |
| Fusion Family Wealth, LLC | 3.52% | Reduce -1.4% | 475,554 | $34.6M |
| Citigroup Inc. | 0.03% | Add +55.3% | 475,523 | $34.5M |
| RMR Wealth Builders | 3.95% | Add +5.5% | 473,269 | $34.4M |
| Isthmus Partners, LLC | 4.04% | Add +0.2% | 472,875 | $34.3M |
| MCF Advisors LLC | 2.55% | Add +0.4% | 463,721 | $33.7M |
| Crestwood Advisors Group, LLC | 0.69% | Reduce -0.8% | 456,025 | $33.1M |
| Conrad N. Hilton Foundation | 81.66% | Reduce -23.3% | 454,333 | $33.0M |
| Brown Advisory Inc. | 0.04% | Reduce -3.1% | 447,655 | $32.5M |
| iA Global Asset Management Inc. | 0.62% | Reduce -11.2% | 446,616 | $32.4M |
| Catalyst Financial Partners LLC | 7.05% | Reduce -1.6% | 441,713 | $32.1M |
| Whittier Trust Co. of Nevada Inc. | 0.89% | Add +6.9% | 440,191 | $32.0M |
| Strategic Investment Advisors / MI | 3.87% | Add +9.3% | 436,585 | $31.7M |
| Financial Counselors Inc. | 0.50% | Add +13.6% | 428,698 | $31.1M |
| Concurrent Investment Advisors, LLC | 1.02% | Add +18.9% | 425,905 | $30.9M |
| Valley Forge Investment Consultants Inc. Adv | 11.68% | Add +6.8% | 424,822 | $30.9M |
| Abundance Wealth Counselors | 14.20% | Reduce -0.9% | 424,658 | $30.8M |
| Sterling Investment Advisors LLC | 18.75% | Reduce -2.6% | 422,946 | $30.7M |
| Coldstream Capital Management Inc. | 0.75% | Reduce -2.5% | 422,592 | $30.7M |
| Sage Advisory Services, Ltd.Co. | 8.59% | Reduce -0.4% | 421,326 | $30.6M |
| Mackenzie Financial Corp. | 0.05% | Add +60.0% | 420,239 | $30.5M |
| Community Bank, N.A. | 3.99% | Reduce -0.0% | 417,344 | $30.3M |
| CGC Financial Services, LLC | 13.15% | Add +0.6% | 417,089 | $30.3M |
| Cranbrook Wealth Management, LLC | 7.37% | Reduce -5.4% | 412,644 | $30.0M |
| Great Lakes Advisors, LLC | 0.27% | Add +4.8% | 411,518 | $29.9M |
| Global Wealth Strategies & Associates | 10.54% | Reduce -0.5% | 404,256 | $29.4M |
| Financial Engines Advisors L.L.C. | 0.07% | Reduce -2.5% | 404,155 | $29.4M |
| Fairhaven Wealth Management, LLC | 9.65% | Add +5.5% | 401,164 | $29.1M |
| Hancock Whitney Corp. | 0.99% | Reduce -8.4% | 400,584 | $29.1M |
| Whittier Trust Co. | 0.41% | Reduce -2.3% | 399,017 | $29.0M |
| Strategic Point Investment Advisors, LLC | 5.18% | Reduce -0.6% | 397,900 | $28.9M |
| Raymond James Trust N.A. | 0.67% | Add +6.1% | 394,227 | $28.6M |
| Dynamic Advisor Solutions LLC | 0.89% | Add +11.1% | 391,254 | $28.4M |
| Stratos Wealth Partners, LTD. | 0.46% | Reduce -8.3% | 390,238 | $28.3M |
| Tarbox Family Office, Inc. | 5.00% | Reduce -0.3% | 390,059 | $28.3M |
| Acropolis Investment Management, LLC | 1.79% | Reduce -2.7% | 389,143 | $28.3M |
| BLB&B Advisors, LLC | 1.54% | Reduce -0.4% | 386,226 | $28.1M |
| Park Avenue Securities LLC | 0.34% | Add +22.3% | 383,815 | $27.9M |
| Larson Financial Group LLC | 1.89% | Add +485.2% | 381,118 | $27.7M |
| Capital Advisors Inc. | 0.57% | Add +1.0% | 378,825 | $27.5M |
| Cornerstone Partners Capital Management, LLC | 15.62% | Reduce -91.9% | 378,653 | $27.5M |
| Riversedge Advisors, LLC | 6.57% | Reduce -49.8% | 371,148 | $27.0M |
| Ritter Daniher Financial Advisory LLC / DE | 8.55% | Add +1.8% | 369,344 | $26.8M |
| &partners | 1.17% | Add +557.2% | 366,288 | $26.8M |
| Smith & Howard Wealth Management, LLC | 7.97% | Reduce -0.0% | 367,797 | $26.7M |
| Stash Investments, LLC | 17.55% | Add +10.4% | 366,440 | $26.6M |
| Probity Advisors, Inc. | 5.47% | Add +6.7% | 363,313 | $26.4M |
| University of Massachusetts Foundation, Inc. | 10.93% | No change | 359,506 | $26.1M |
| Parkside Investments, LLC | 4.11% | Add +6.8% | 358,848 | $26.1M |
| Opus Capital Group, LLC | 3.70% | Add +1.1% | 357,330 | $26.0M |
| Turtle Creek Wealth Advisors, LLC | 5.89% | Add +15.2% | 350,445 | $25.5M |
| Empire Life Investments Inc. | 1.60% | Add +79.5% | 348,644 | $25.3M |
| Bishop & Co Investment Management, LLC | 15.35% | Add +1.3% | 348,217 | $25.3M |
| Private Advisor Group, LLC | 0.17% | Add +12.9% | 347,312 | $25.2M |
| RPTC Inc. | 5.13% | Add +0.4% | 344,066 | $25.0M |
| New England Asset Management Inc. | 4.33% | No change | 342,800 | $24.9M |
| Allen Investment Management, LLC | 0.30% | No change | 340,959 | $24.8M |
| Global Retirement Partners, LLC | 0.77% | Add +10.5% | 338,072 | $24.6M |
| Cwm, LLC | 0.12% | Add +60.6% | 336,898 | $24.5M |
| Summit Financial, LLC | 1.10% | Add +491.1% | 331,044 | $24.0M |
| Shoker Investment Counsel, Inc. | 8.46% | Reduce -10.1% | 330,003 | $24.0M |
| Archford Capital Strategies, LLC | 3.80% | Add +3.2% | 322,691 | $23.4M |
| Dean, Jacobson Financial Services, LLC | 18.84% | Add +0.9% | 321,402 | $23.3M |
| Marion Wealth Management | 6.79% | Add +1.2% | 318,440 | $23.1M |
| Brandywine Oak Private Wealth LLC | 2.34% | Add +3.4% | 313,801 | $22.8M |
| Trek Financial, LLC | 1.81% | Reduce -14.1% | 313,630 | $22.8M |
| Long Run Wealth Advisors, LLC | 5.76% | Add +4.2% | 313,509 | $22.8M |
| Beacon Bank & Trust | 5.72% | Add +0.3% | 313,325 | $22.8M |
| Towercrest Capital Management | 3.73% | Add +5.4% | 311,624 | $22.6M |
| New Perspectives, Inc | 12.08% | Add +1.1% | 311,545 | $22.6M |
| American Century Companies Inc. | 0.01% | Add +8.4% | 311,400 | $22.6M |
| Northwest & Ethical Investments L.P. | 0.65% | Add +30.4% | 309,772 | $22.5M |
| Iowa State Bank | 4.94% | Add +4.1% | 307,831 | $22.4M |
| Trajan Wealth LLC | 1.43% | Reduce -0.8% | 307,629 | $22.3M |
| CX Institutional | 1.05% | Add +34.3% | 307,007 | $22.3M |
| First Citizens Asset Management, Inc. | 8.16% | Add +0.1% | 301,531 | $21.9M |
| Heck Capital Advisors, LLC | 2.72% | Add +92.7% | 301,408 | $21.9M |
| Montis Financial, LLC | 10.01% | Reduce -0.7% | 300,620 | $21.8M |
| Mesirow Financial Investment Management, Inc. | 0.49% | Reduce -2.4% | 299,357 | $21.8M |
| Gallagher Fiduciary Advisors, LLC | 4.87% | Reduce -2.7% | 298,821 | $21.7M |
| CW Advisors, LLC | 0.34% | Add +4.9% | 298,529 | $21.7M |
| Cutler Investment Counsel LLC | 2.88% | Add +1.0% | 291,399 | $21.2M |
| Great Diamond Partners, LLC | 4.97% | Reduce -4.6% | 291,309 | $21.2M |
| Financial Advocates Investment Management | 1.31% | Add +0.6% | 290,587 | $21.1M |
| Old National Bancorp | 0.50% | Reduce -1.5% | 290,305 | $21.1M |
| Axiom Investors LLC | 0.18% | Reduce -24.2% | 288,600 | $21.0M |
| Twele Capital Management, Inc. | 4.73% | Reduce -0.4% | 286,985 | $20.8M |
| JFS Wealth Advisors, LLC | 1.64% | Add +0.1% | 286,077 | $20.8M |
| Bull Oak Capital, LLC | 13.28% | Add +21.1% | 283,823 | $20.6M |
| WASHINGTON TRUST Co | 0.75% | Add +0.8% | 282,608 | $20.5M |
| Martel Wealth Advisors LLC | 4.40% | Add +0.4% | 282,443 | $20.5M |
| Kestra Private Wealth Services, LLC | 0.41% | Reduce -4.0% | 281,472 | $20.4M |
| MBL Wealth, LLC | 2.29% | Add +2.2% | 280,826 | $20.4M |
| West Paces Advisors Inc. | 5.30% | Add +2.9% | 279,692 | $20.3M |
| Ironsides Asset Advisors, LLC | 6.76% | Add +71.1% | 279,529 | $20.3M |
| Professional Advisory Services Inc. | 2.55% | Reduce -1.2% | 278,770 | $20.3M |
| Neumann Capital Management, LLC | 6.95% | Add +3.0% | 278,570 | $20.2M |
| Wela Strategies, Inc. | 9.25% | Add +1.2% | 273,295 | $19.9M |
| Hudson Capital Management LLC | 6.89% | Add +15.6% | 272,286 | $19.8M |
| Stephens Consulting, LLC | 5.62% | Add +2.4% | 271,517 | $19.7M |
| Venture Visionary Partners LLC | 0.92% | Add +0.0% | 270,329 | $19.6M |
| First National Bank & Trust Co. of Newtown | 3.98% | Reduce -1.4% | 269,849 | $19.6M |
| Portland Global Advisors LLC | 2.63% | Add +4.7% | 266,622 | $19.4M |
| Broadview Financial Management, LLC | 14.07% | Add +0.2% | 265,924 | $19.3M |
| JSF Financial, LLC | 5.89% | Reduce -1.6% | 264,687 | $19.2M |
| WBH Advisory Inc. | 1.95% | Reduce -4.5% | 264,684 | $19.2M |
| S. R. Schill & Associates | 8.37% | Add +6.9% | 263,043 | $19.1M |
| Condor Capital Management | 1.81% | Add +1.9% | 260,481 | $18.9M |
| Foster Dykema Cabot & Partners, LLC | 1.69% | Reduce -0.2% | 259,777 | $18.9M |
| MassMutual Private Wealth & Trust, FSB | 0.57% | Add +7.0% | 259,292 | $18.8M |
| Commerce Bank | 0.12% | Add +0.4% | 257,995 | $18.7M |
| Investure, LLC | 2.28% | Reduce -12.2% | 257,429 | $18.7M |
| West Financial Advisors, LLC | 3.87% | Add +1.9% | 256,674 | $18.6M |
| Regent Peak Wealth Advisors LLC | 4.26% | Add +28.7% | 256,084 | $18.6M |
| Spire Wealth Management | 0.66% | Reduce -2.1% | 256,904 | $18.6M |
| MTC Wealth Management LLC | 8.74% | Reduce -2.8% | 252,797 | $18.4M |
| Resonant Capital Advisors, LLC | 1.48% | Add +5.9% | 250,639 | $18.2M |
| Arvest Trust Co. N A | 1.08% | Add +1.7% | 249,940 | $18.2M |
| Safeguard Financial, LLC | 5.03% | Add +24.8% | 249,083 | $18.1M |
| Integrated Advisors Network LLC | 0.93% | Add +0.1% | 247,305 | $18.0M |
| NewEdge Wealth, LLC | 0.39% | Reduce -13.6% | 246,980 | $17.9M |
| Sigma Investment Counselors Inc. | 1.11% | Reduce -1.0% | 245,042 | $17.8M |
| GHP Investment Advisors, Inc. | 0.89% | Add +4.3% | 244,254 | $17.7M |
| Atlantic Edge Private Wealth Management, LLC | 5.84% | Add +12.7% | 240,585 | $17.5M |
| Kaydan Wealth Management, Inc. | 6.19% | Add +62.8% | 240,446 | $17.5M |
| Farther Finance Advisors, LLC | 0.85% | Add +6.0% | 239,746 | $17.4M |
| Wealth Architects, LLC | 2.12% | Reduce -1.2% | 239,114 | $17.4M |
| Guidance Point Advisors, LLC | 5.64% | Add +11.0% | 238,235 | $17.3M |
| NorthLanding Financial Partners, LLC | 18.19% | Add +2.9% | 237,415 | $17.2M |
| Highland Capital Management, LLC | 1.01% | Add +2.7% | 236,418 | $17.2M |
| SageView Advisory Group, LLC | 1.06% | Add +1106.3% | 234,338 | $17.0M |
| Partners Capital Investment Group, LLP | 0.29% | Add +38.6% | 234,469 | $17.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.42% | Reduce -2.5% | 232,053 | $16.9M |
| Ullmann Wealth Partners Group, LLC | 2.40% | Reduce -2.8% | 231,567 | $16.8M |
| Dohj, LLC | 4.19% | Add +3.7% | 230,898 | $16.8M |
| Proquility Private Wealth Partners, LLC | 5.69% | Reduce -0.4% | 229,814 | $16.7M |
| Exencial Wealth Advisors, LLC | 0.62% | Reduce -11.3% | 227,778 | $16.5M |
| Concourse Financial Group Securities, Inc. | 1.03% | Add +1.4% | 226,842 | $16.5M |
| Freedom Investment Management, Inc. | 1.35% | Add +13.3% | 226,718 | $16.5M |
| Sovereign Investment Advisors, LLC | 6.08% | No change | 231,925 | $16.3M |
| Shelter Ins Retirement Plan | 21.72% | No change | 224,262 | $16.3M |
| Mycio Wealth Partners, LLC | 4.15% | Add +1.4% | 223,845 | $16.3M |
| Fisher Asset Management | 0.01% | Add +6.6% | 219,283 | $15.9M |
| O'Dell Group, LLC | 3.89% | No change | 213,798 | $15.9M |
| LCNB Corp. | 5.90% | Reduce -0.7% | 217,371 | $15.8M |
| Bare Financial Services, Inc | 8.29% | Add +272.2% | 210,739 | $15.8M |
| Better Money Decisions, LLC | 11.79% | Add +4.7% | 215,726 | $15.7M |
| Encompass Wealth Advisors, LLC | 4.18% | Add +1.5% | 215,714 | $15.7M |
| Pine Ridge Advisers LLC | 1.67% | No change | 215,432 | $15.6M |
| Perigon Wealth Management, LLC | 0.45% | Reduce -6.2% | 215,418 | $15.6M |
| Balentine LLC | 0.71% | Reduce -10.6% | 214,168 | $15.6M |
| Affiance Financial, LLC | 4.06% | Add +6.1% | 213,926 | $15.5M |
| Rogco, LP | 6.28% | Add +1.2% | 212,000 | $15.4M |
| DRW Securities, LLC | 0.94% | Reduce -1.9% | 210,255 | $15.3M |
| Core Wealth Advisors, Inc. | 5.23% | Reduce -7.1% | 210,113 | $15.3M |
| Texas Yale Capital Corp. | 0.71% | Add +1.2% | 205,116 | $14.9M |
| Lincoln Capital Corp. | 6.38% | Add +2.2% | 204,384 | $14.8M |
| Argent Advisors, Inc. | 5.88% | Reduce -1.9% | 203,580 | $14.8M |
| Crescent Grove Advisors, LLC | 1.62% | Add +4.4% | 203,562 | $14.8M |
| KMG Fiduciary Partners, LLC | 1.45% | Add +3.6% | 203,396 | $14.8M |
| FinTrust Capital Advisors, LLC | 2.66% | Reduce -2.3% | 201,248 | $14.6M |
| Texas Capital Bancshares Inc | 5.97% | Reduce -2.3% | 200,189 | $14.5M |
| Citadel Advisors | 0.01% | Reduce -67.3% | 199,436 | $14.5M |
| Geneos Wealth Management Inc. | 0.64% | Add +11.0% | 198,537 | $14.4M |
| Main Management LLC | 1.19% | Reduce -0.8% | 198,276 | $14.4M |
| Lowe Brockenbrough & Co. Inc. | 0.95% | Reduce -2.1% | 196,406 | $14.3M |
| Tortoise Investment Management, LLC | 1.61% | Add +7.1% | 194,802 | $14.2M |
| Liquid Strategies, LLC | 3.70% | Reduce -0.7% | 193,535 | $14.1M |
| PDS Planning, Inc | 1.41% | Add +4.1% | 192,907 | $14.0M |
| Grove Bank & Trust | 2.25% | Add +5.7% | 192,749 | $14.0M |
| Topel & Distasi Wealth Management, LLC | 6.15% | Add +1.1% | 192,549 | $14.0M |
| Curi Capital, LLC | 0.34% | Add +0.6% | 192,249 | $14.0M |
| Zacks Investment Management | 0.16% | Add +12.8% | 191,253 | $13.9M |
| Horizon Investments, LLC | 0.38% | Reduce -1.8% | 190,585 | $13.8M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -26.9% | 189,741 | $13.8M |
| Bahl & Gaynor LLC | 0.08% | Add +4.1% | 188,053 | $13.7M |
| Integrated Investment Consultants, LLC | 3.75% | No change | 183,364 | $13.6M |
| Savant Capital, LLC | 0.14% | Add +0.8% | 186,471 | $13.5M |
| Crewe Advisors LLC | 1.52% | Add +0.3% | 186,224 | $13.5M |
| BSW Wealth Partners | 2.22% | Reduce -21.2% | 186,058 | $13.5M |
| Marietta Wealth Management, LLC | 2.09% | Add +7.2% | 184,842 | $13.4M |
| Regis Management CO LLC | 4.04% | Reduce -2.0% | 184,128 | $13.4M |
| Wick Capital Partners, LLC | 4.62% | Add +3.9% | 152,246 | $13.3M |
| Family Capital Trust Co | 4.34% | Reduce -0.4% | 182,596 | $13.3M |
| Marquette Associates, Inc. | 9.98% | Add +0.0% | 181,199 | $13.2M |
| Founders Financial Securities LLC | 1.25% | Reduce -0.3% | 182,074 | $13.2M |
| Morris Financial Concepts, Inc. | 6.32% | Add +4.2% | 181,794 | $13.2M |
| Sowell Financial Services LLC | 0.63% | Add +9.9% | 180,693 | $13.1M |
| McAdam, LLC | 0.79% | Reduce -0.6% | 179,766 | $13.1M |
| Evernest Financial Advisors, LLC | 5.85% | Add +4.9% | 179,665 | $13.1M |
| Guidance Capital, Inc. | 4.28% | Reduce -3.3% | 174,503 | $13.0M |
| Synovus Financial Corp. | 0.17% | Add +3.3% | 179,585 | $13.0M |
| Associated Banc-Corp | 0.41% | Add +0.6% | 179,387 | $13.0M |
| Atlanta Consulting Group Advisors, LLC | 2.73% | Add +201.4% | 174,103 | $12.6M |
| Southern Capital Advisors, LLC | 7.79% | Add +1.5% | 173,693 | $12.6M |
| Randall & Associates Wealth Management | 11.35% | Add +1.6% | 173,445 | $12.6M |
| Cibc World Market Inc. | 0.03% | Add +15.8% | 173,310 | $12.6M |
| Single Point Partners, LLC | 21.40% | Add +1.5% | 172,058 | $12.5M |
| AE Wealth Management LLC | 0.12% | Reduce -7.5% | 170,196 | $12.4M |
| Park Place Capital Corp | 3.94% | Add +72.8% | 170,067 | $12.4M |
| Stratos Wealth Advisors, LLC | 0.61% | Reduce -2.1% | 169,081 | $12.3M |
| CENTRAL TRUST Co | 0.30% | Add +3.9% | 166,908 | $12.1M |
| Sage Rhino Capital LLC | 2.89% | Reduce -0.7% | 166,791 | $12.1M |
| Physician Wealth Advisors, Inc. | 2.23% | Reduce -0.2% | 160,246 | $12.1M |
| DT Investment Partners, LLC | 1.07% | Add +2213.1% | 166,496 | $12.1M |
| Ieq Capital, LLC | 0.16% | Add +15.6% | 165,711 | $12.0M |
| Becker Capital Management Inc. | 0.41% | Add +6.7% | 165,376 | $12.0M |
| SCS Capital Management LLC | 0.25% | Reduce -16.6% | 165,267 | $12.0M |
| Concentric Wealth Management, LLC | 3.12% | Add +3.3% | 164,750 | $12.0M |
| Ancora Advisors LLC | 0.30% | Reduce -1.9% | 164,728 | $12.0M |
| First Horizon Advisors, Inc. | 0.36% | Add +0.9% | 161,678 | $11.7M |
| Central Pacific Bank - Trust Division | 1.46% | Add +153.8% | 161,078 | $11.7M |
| Shelter Mutual Insurance Co | 3.04% | No change | 160,575 | $11.7M |
| Proathlete Wealth Management LLC | 5.51% | Add +2.2% | 160,117 | $11.6M |
| LPWM LLC | 4.01% | Add +1.6% | 157,286 | $11.6M |
| Omnia Family Wealth, LLC | 4.88% | Reduce -2.2% | 158,773 | $11.5M |
| Peapack Gladstone Financial Corp. | 0.18% | Add +15.6% | 158,045 | $11.5M |
| Halpern Financial, Inc. | 3.14% | Reduce -1.2% | 157,386 | $11.4M |
| Heritage Investors Management Corp. | 0.40% | Reduce -1.1% | 156,570 | $11.4M |
| Veery Capital, LLC | 4.60% | Reduce -0.7% | 156,333 | $11.4M |
| Riverview Trust Co | 10.80% | Reduce -0.1% | 156,302 | $11.4M |
| Rwa Wealth Partners, LLC | 0.15% | Add +0.6% | 156,064 | $11.3M |
| Harbour Capital Advisors, LLC | 2.68% | Reduce -2.6% | 155,579 | $11.3M |
| Piedmont Capital Management, LLC | 7.67% | No change | 153,182 | $11.3M |
| Money Concepts Capital Corp. | 0.94% | Add +7.1% | 154,805 | $11.2M |
| Motive Wealth Advisors | 6.72% | Reduce -2.3% | 154,135 | $11.2M |
| Adaptive Financial Consulting, LLC | 4.85% | Reduce -2.7% | 153,978 | $11.2M |
| Robertson Stephens Wealth Management, LLC | 0.58% | Add +0.5% | 153,509 | $11.2M |
| Toronto Dominion Bank | 0.02% | New | 151,075 | $11.0M |
| Octavia Wealth Advisors, LLC | 1.49% | Add +25.9% | 150,785 | $11.0M |
| Northcape Wealth Management, LLC | 3.94% | Reduce -0.3% | 150,576 | $10.9M |
| Cordgrass Capital Advisors, LLC | 3.42% | Add +1.1% | 149,879 | $10.9M |
| Custos Family Office, LLC | 4.32% | Add +4.8% | 149,083 | $10.8M |
| Ellevest, Inc. | 0.65% | Add +0.8% | 148,563 | $10.8M |
| Rock Creek Group LLC | 1.43% | Reduce -38.5% | 141,035 | $10.7M |
| Coastline Trust Co | 1.25% | Reduce -1.9% | 147,401 | $10.7M |
| Symphony Financial, Ltd. Co. | 1.94% | Add +105.6% | 146,424 | $10.6M |
| Private Capital Management LLC | 2.11% | Reduce -45.7% | 146,097 | $10.6M |
| Summit Wealth Partners, LLC | 2.18% | Reduce -3.6% | 144,712 | $10.5M |
| Evergreen Capital Management LLC | 0.38% | Add +15.3% | 144,496 | $10.5M |
| SkyOak Wealth, LLC | 2.43% | Add +3.4% | 143,447 | $10.4M |
| Independent Solutions Wealth Management, LLC | 2.38% | Add +0.3% | 143,084 | $10.4M |
| Peninsula Wealth, LLC | 1.94% | Reduce -11.9% | 137,195 | $10.4M |
| Matrix Private Capital Group LLC | 6.49% | Add +8.9% | 142,190 | $10.3M |
| Advisory Services Network, LLC | 0.21% | Add +7.9% | 141,052 | $10.2M |
| Aveo Capital Partners, LLC | 1.15% | Add +0.8% | 139,382 | $10.1M |
| Canopy Partners, LLC | 4.68% | Add +0.5% | 138,619 | $10.1M |
| Winthrop Capital Management, LLC | 5.00% | Add +0.8% | 137,498 | $10.0M |
| SWP Financial LLC | 6.60% | Add +35.1% | 137,478 | $10.0M |
| Tiemann Investment Advisors, LLC | 4.42% | Reduce -0.9% | 136,780 | $9.9M |
| Arbor Investment Advisors, LLC | 1.44% | Reduce -4.7% | 135,954 | $9.9M |
| FFT Wealth Management LLC | 0.88% | Add +0.1% | 135,891 | $9.9M |
| Koesten, Hirschmann & Crabtree, INC. | 6.32% | No change | 132,535 | $9.8M |
| Anderson Hoagland & Co. | 1.03% | Add +8.8% | 133,335 | $9.8M |
| ERn Financial, LLC | 1.63% | Add +3.0% | 135,133 | $9.8M |
| Nova R Wealth, Inc. | 5.02% | Add +5.3% | 134,178 | $9.7M |
| United Services Automobile Association | 0.25% | New | 133,779 | $9.7M |
| Family Asset Management, LLC | 6.21% | Reduce -0.0% | 132,840 | $9.6M |
| Sigma Planning Corp | 0.31% | Add +1.3% | 132,644 | $9.6M |
| Glenmede Trust Co. NA | 0.05% | Add +10.8% | 131,558 | $9.6M |
| Mather Group, Llc. | 0.12% | Add +9.8% | 127,460 | $9.5M |
| Gladstone Institutional Advisory LLC | 0.49% | Add +4.3% | 129,580 | $9.4M |
| Global Wealth Management Investment Advisory, Inc. | 2.18% | Reduce -11.9% | 128,740 | $9.4M |
| Hardy Reed LLC | 0.92% | Reduce -0.1% | 126,082 | $9.2M |
| Waverly Advisors, LLC | 0.18% | Add +0.3% | 125,873 | $9.1M |
| Rovin Capital /Ut/ | 3.80% | Add +43.0% | 125,581 | $9.1M |
| Armbruster Capital Management, Inc. | 1.89% | Add +19.6% | 125,084 | $9.1M |
| Asset Dedication, LLC | 0.63% | Reduce -3.7% | 124,392 | $9.0M |
| Webster Bank, N. A. | 0.99% | Add +3.2% | 123,801 | $9.0M |
| Simon Quick Advisors, LLC | 0.63% | Reduce -7.4% | 123,530 | $9.0M |
| Tectonic Advisors LLC | 0.65% | No change | 123,457 | $9.0M |
| NBT Bank, N.A. | 0.64% | Add +3.8% | 123,335 | $9.0M |
| Axxcess Wealth Management, LLC | 0.24% | Add +5.2% | 122,585 | $8.9M |
| Federation des caisses Desjardins du Quebec | 0.05% | Add +3.0% | 121,617 | $8.8M |
| Foundry Financial Group, Inc. | 6.06% | Add +4.2% | 120,996 | $8.8M |
| Stokes Family Office, LLC | 1.03% | Reduce -1.4% | 120,758 | $8.8M |
| James J. Burns & Company, LLC | 1.72% | Add +140.1% | 120,340 | $8.7M |
| Regal Investment Advisors LLC | 0.58% | Add +0.5% | 119,685 | $8.7M |
| SC&H Financial Advisors, Inc. | 2.13% | Add +0.7% | 119,430 | $8.7M |
| Conning Inc. | 0.32% | No change | 118,845 | $8.6M |
| Highline Wealth Partners LLC | 3.25% | Add +3.4% | 118,827 | $8.6M |
| CI Investments Inc. | 0.03% | Add +229.9% | 118,522 | $8.6M |
| Bremer Bank National Association | 1.68% | Reduce -19.4% | 118,438 | $8.6M |
| ArchPoint Investors | 3.21% | No change | 117,752 | $8.6M |
| Freestone Capital Holdings, LLC | 0.31% | Reduce -4.3% | 117,689 | $8.5M |
| Tanager Wealth Management LLP | 1.27% | Reduce -2.1% | 117,518 | $8.5M |
| Life Planning Partners, Inc | 7.74% | Add +3.6% | 117,315 | $8.5M |
| Massachusetts Financial Services Co. | 0.00% | New | 117,199 | $8.5M |
| Allie Family Office LLC | 5.10% | Add +3.1% | 116,719 | $8.5M |
| Liberty Wealth Management LLC | 1.55% | Add +223.1% | 408,143 | $8.4M |
| Snowden Capital Advisors LLC | 0.25% | Reduce -6.4% | 114,182 | $8.3M |
| Rossmore Private Capital | 1.09% | Reduce -3.8% | 113,964 | $8.3M |
| IFG Advisory, LLC | 0.53% | Add +24.1% | 113,319 | $8.2M |
| Montecito Bank & Trust | 1.66% | Add +0.3% | 112,536 | $8.2M |
| Econ Financial Services Corp | 5.04% | Add +18.1% | 112,012 | $8.1M |
| Westside Investment Management, Inc. | 1.86% | Add +1.9% | 111,962 | $8.1M |
| Patriot Investment Management Group, Inc. | 0.64% | Add +1.1% | 111,898 | $8.1M |
| Wells Trecaso Financial Group, LLC | 2.81% | Add +2.5% | 111,680 | $8.1M |
| Sawgrass Asset Management LLC | 0.88% | Add +2.3% | 111,415 | $8.1M |
| Wealthstream Advisors, Inc. | 2.95% | Reduce -0.3% | 111,014 | $8.1M |
| SYM FINANCIAL Corp | 1.28% | Reduce -0.3% | 110,904 | $8.1M |
| Chicago Partners Investment Group LLC | 0.31% | Reduce -3.6% | 107,993 | $8.0M |
| Cim Investment Management Inc. | 2.44% | Add +2.1% | 108,838 | $7.9M |
| B. Riley Wealth Advisors, Inc. | 0.20% | Add +9.6% | 108,633 | $7.9M |
| Graypoint LLC | 0.54% | Add +9.9% | 108,304 | $7.9M |
| Country Club Bank | 0.55% | Add +4.1% | 108,351 | $7.9M |
| Jump Financial, LLC | 0.16% | Add +30.1% | 107,315 | $7.8M |
| Omega Financial Group, LLC | 3.12% | Add +5.1% | 106,128 | $7.7M |
| Richard W. Paul & Associates, LLC | 2.97% | Add +6.3% | 105,928 | $7.7M |
| Legacy Capital Wealth Partners, LLC | 1.96% | New | 105,858 | $7.7M |
| Simplicity Wealth,LLC | 0.17% | Add +5.6% | 105,215 | $7.6M |
| Waldron Private Wealth LLC | 0.34% | Reduce -1.5% | 105,091 | $7.6M |
| Jackson Hole Capital Partners, LLC | 1.68% | Reduce -1.5% | 105,033 | $7.6M |
| Stephens Group Asset Management, LLC | 0.69% | Add +0.7% | 104,812 | $7.6M |
| Smith Salley Wealth Management | 0.55% | Reduce -0.6% | 104,744 | $7.6M |
| Pinnacle Financial Partners Inc | 0.16% | Add +3.3% | 102,909 | $7.6M |
| Charles Schwab Trust Co | 0.70% | Reduce -2.1% | 104,325 | $7.6M |
| Waterloo Capital, L.P. | 0.90% | Add +14.4% | 103,671 | $7.5M |
| Widmann Financial Services, Inc. | 6.11% | Add +0.5% | 103,364 | $7.5M |
| Affinity Capital Advisors, LLC | 1.57% | Reduce -4.0% | 102,617 | $7.5M |
| Plancorp, LLC | 0.32% | Reduce -6.1% | 102,613 | $7.5M |
| Abound Wealth Management | 2.71% | Add +2.4% | 101,061 | $7.3M |
| Fairway Wealth LLC | 4.29% | Add +11.3% | 100,265 | $7.3M |
| Columbia Bank | 2.81% | Reduce -2.2% | 100,050 | $7.3M |
| Cornerstone Advisory, LLC | 1.01% | Add +1.9% | 98,908 | $7.2M |
| Per Stirling Capital Management, LLC. | 1.15% | Reduce -1.1% | 98,157 | $7.1M |
| Montz Harcus Wealth Management LLC | 4.60% | Add +8.8% | 97,617 | $7.1M |
| MIdWestOne Financial Group, Inc. | 1.25% | Add +8.5% | 95,679 | $7.0M |
| Ashton Thomas Private Wealth, LLC | 0.38% | Add +4.9% | 95,649 | $6.9M |
| TCV Trust & Wealth Management, Inc. | 0.66% | Add +2.0% | 95,509 | $6.9M |
| HB Wealth Management, LLC | 0.08% | Add +0.8% | 95,269 | $6.9M |
| Beacon Harbor Wealth Advisors, Inc. | 1.79% | Add +3.1% | 94,728 | $6.9M |
| Pegasus Partners Ltd. | 0.69% | Reduce -0.1% | 94,439 | $6.9M |
| State of Tennessee, Department of Treasury | 0.03% | No change | 93,731 | $6.8M |
| Red Tortoise LLC | 3.70% | Add +0.5% | 93,534 | $6.8M |
| FDx Advisors, Inc. | 1.88% | Reduce -6.5% | 93,444 | $6.8M |
| Oakwell Private Wealth Management, LLC | 1.91% | Reduce -0.1% | 93,244 | $6.8M |
| Transcend Capital Advisors, LLC | 0.49% | Reduce -0.9% | 93,100 | $6.8M |
| Element Pointe Advisors, LLC | 1.71% | Reduce -2.6% | 92,674 | $6.7M |
| King Wealth Management Group | 1.12% | Reduce -4.2% | 92,370 | $6.7M |
| Providence Capital Advisors, LLC | 1.46% | Add +0.3% | 92,283 | $6.7M |
| Stratos Investment Management, LLC | 0.55% | Reduce -0.7% | 92,075 | $6.7M |
| YHB Investment Advisors, Inc. | 0.58% | Add +1.3% | 92,054 | $6.7M |
| Avion Wealth | 1.84% | Reduce -4.0% | 91,862 | $6.7M |
| Calamos Wealth Management LLC | 0.36% | Add +7.6% | 91,629 | $6.7M |
| Insight 2811, Inc. | 3.43% | Reduce -4.9% | 90,993 | $6.6M |
| Mechanics Financial Corp | 3.38% | Add +43.3% | 90,716 | $6.6M |
| Wade Financial Advisory, Inc | 2.37% | Reduce -2.2% | 90,480 | $6.6M |
| Birchcreek Wealth Management, LLC | 3.69% | Reduce 0.0% | 90,348 | $6.6M |
| Continuum Advisory, LLC | 0.94% | Add +4.7% | 90,242 | $6.6M |
| Acorn Creek Capital LLC | 3.91% | Add +4.4% | 90,188 | $6.6M |
| First Merchants Corp. | 0.26% | Add +5.5% | 89,914 | $6.5M |
| Agf Management Ltd. | 0.04% | Add +1.4% | 88,861 | $6.5M |
| Next Capital Management LLC | 2.71% | Add +5.2% | 88,455 | $6.4M |
| Claro Advisors Inc. | 1.00% | Reduce -5.2% | 88,306 | $6.4M |
| Alliance Wealth Management Group | 1.83% | Add +10.0% | 88,225 | $6.4M |
| Rodgers & Associates, LTD | 0.82% | Reduce -0.8% | 88,031 | $6.4M |
| Aspen Wealth Strategies, LLC | 4.44% | Reduce -0.8% | 85,086 | $6.4M |
| Horizon Bancorp Inc. | 3.01% | Reduce -14.3% | 87,260 | $6.3M |
| Cypress Financial Planning LLC | 2.65% | Add +29.3% | 87,171 | $6.3M |
| Planned Solutions, Inc. | 3.10% | Add +0.0% | 86,989 | $6.3M |
| Hilltop Holdings Inc. | 0.74% | Add +27.6% | 86,931 | $6.3M |
| Defined Wealth Management, LLC | 4.38% | Reduce -15.8% | 86,785 | $6.3M |
| Emerald Advisors, LLC | 0.96% | Add +5.4% | 86,760 | $6.3M |
| Camelot Technology Advisors, Inc. | 5.82% | Add +0.6% | 86,027 | $6.2M |
| Private Trust Co. NA | 0.67% | Add +5.6% | 85,614 | $6.2M |
| Alera Investment Advisors, LLC | 0.74% | Add +18.0% | 84,755 | $6.2M |
| Penney Financial, LLC | 4.43% | Add +6.0% | 83,467 | $6.1M |
| Mayflower Financial Advisors, LLC | 0.99% | Add +0.1% | 82,590 | $6.0M |
| Leuthold Group, LLC | 0.69% | No change | 82,252 | $6.0M |
| Relyea Zuckerberg Hanson LLC | 0.99% | Add +12.3% | 81,439 | $5.9M |
| Executive Wealth Management, LLC | 1.08% | New | 81,403 | $5.9M |
| Paladin Advisory Group, LLC | 4.61% | Add +2.4% | 81,268 | $5.9M |
| Buckingham Strategic Wealth, LLC | 0.06% | Reduce -1.4% | 80,885 | $5.9M |
| Auour Investments LLC | 2.18% | Add +0.6% | 80,591 | $5.9M |
| Aprio Wealth Management, LLC | 1.06% | Reduce -11.6% | 80,077 | $5.8M |
| Rothschild Wealth LLC | 1.85% | Add +0.2% | 78,212 | $5.7M |
| Aspen Investment Management Inc | 2.83% | Reduce -0.2% | 78,177 | $5.7M |
| Mutual Advisors, LLC | 0.17% | Reduce -1.6% | 77,162 | $5.7M |
| Laurel Wealth Advisors LLC | 0.99% | Reduce -6.4% | 77,661 | $5.6M |
| Wealth Dimensions Group, Ltd. | 1.60% | Reduce -0.3% | 77,108 | $5.6M |
| Kendall Capital Management | 1.86% | New | 76,860 | $5.6M |
| Cahaba Wealth Management, Inc. | 0.49% | Add +0.3% | 76,687 | $5.6M |
| Bleakley Financial Group, LLC | 0.16% | Add +8.3% | 76,396 | $5.5M |
| Summit Global Investments | 0.40% | Reduce -13.7% | 76,190 | $5.5M |
| IHT Wealth Management, LLC | 0.21% | Add +4.8% | 76,105 | $5.5M |
| Eldridge Investment Advisors, Inc. | 1.38% | Reduce -12.9% | 75,499 | $5.5M |
| Disciplina Capital Management LLC | 0.91% | Reduce -80.5% | 110,976 | $5.5M |
| Moody National Bank Trust Division | 0.42% | No change | 74,744 | $5.4M |
| Nepc LLC | 0.18% | No change | 74,335 | $5.4M |
| Deutsche Bank AG | 0.00% | Add +0.7% | 73,789 | $5.4M |
| Legacy Financial Advisors, Inc. | 0.95% | Reduce -0.8% | 73,729 | $5.4M |
| Urban Financial Advisory Corp | 3.26% | Reduce -0.7% | 73,650 | $5.3M |
| Capital Investment Advisory Services, LLC | 0.55% | Add +0.5% | 73,573 | $5.3M |
| Dorsey & Whitney Trust CO LLC | 0.37% | Add +4.3% | 73,118 | $5.3M |
| TRUE Private Wealth Advisors | 0.60% | Reduce -26.3% | 73,003 | $5.3M |
| Clayton Financial Group LLC | 2.29% | Add +3.5% | 71,425 | $5.3M |
| Telos Capital Management, Inc. | 0.59% | Add +0.8% | 72,951 | $5.3M |
| Tritonpoint Wealth, LLC | 0.51% | Reduce -25.2% | 72,529 | $5.3M |
| Interchange Capital Partners, LLC | 1.93% | Add +14.8% | 72,409 | $5.3M |
| Swmg, LLC | 2.34% | Add +32.8% | 72,350 | $5.3M |
| Arete Wealth Advisors, LLC | 0.43% | Add +11.7% | 72,407 | $5.3M |
| Merkkuri Wealth Advisors LLC | 4.82% | — | 72,078 | $5.2M |
| Great Valley Advisor Group, Inc. | 0.15% | Add +8.0% | 72,056 | $5.2M |
| Fortress Wealth Management, Inc. | 2.67% | Reduce -0.5% | 71,868 | $5.2M |
| Creative Financial Designs Inc. | 0.46% | Add +1.3% | 71,164 | $5.2M |
| Brio Consultants, LLC | 0.85% | Reduce -0.9% | 71,007 | $5.2M |
| Segment Wealth Management, LLC | 0.38% | No change | 70,445 | $5.1M |
| Nations Financial Group Inc, /Ia/ | 0.42% | Add +3.0% | 70,134 | $5.1M |
| Argent Trust Co | 0.22% | Add +2.5% | 69,643 | $5.1M |
| Townsquare Capital LLC | 0.07% | Reduce -1.6% | 69,274 | $5.0M |
| Spinnaker Trust | 0.32% | Add +1.9% | 69,165 | $5.0M |
| Fifth Third Securities, Inc. | 0.46% | Add +31.7% | 68,838 | $5.0M |
| TFB Advisors LLC | 1.62% | Reduce -1.3% | 68,623 | $5.0M |
| Apella Capital, LLC | 0.22% | Reduce -0.8% | 67,411 | $5.0M |
| Investment Partners, LTD. | 2.23% | Reduce -1.1% | 68,195 | $5.0M |
| Tanglewood Wealth Management, Inc. | 0.62% | Reduce -2.0% | 68,160 | $5.0M |
| Kowal Investment Group, LLC | 0.98% | Add +25.5% | 67,668 | $4.9M |
| Financial Synergies Wealth Advisors, Inc. | 0.66% | Reduce -2.1% | 67,418 | $4.9M |
| Emergent Wealth Advisors, LLC | 3.94% | Reduce -11.4% | 66,511 | $4.9M |
| Prospera Financial Services Inc | 0.14% | Reduce -9.1% | 67,230 | $4.9M |
| Aspect Partners, LLC | 2.90% | Add +0.8% | 66,901 | $4.9M |
| Western Wealth Management, LLC | 0.36% | Add +3.5% | 66,895 | $4.9M |
| AAF Wealth Management, LLC | 2.51% | Reduce -0.9% | 66,771 | $4.9M |
| CFS Investment Advisory Services, LLC | 0.39% | Add +4.4% | 66,389 | $4.8M |
| Boston Research & Management Inc. | 1.22% | Add +1.5% | 66,343 | $4.8M |
| Invera Wealth Advisors, LLC | 4.92% | Add +9.8% | 64,117 | $4.8M |
| Flagstar Securities, Inc. | 1.31% | Reduce -5.3% | 65,932 | $4.8M |
| Bessemer Group Inc. | 0.01% | Add +53.2% | 65,582 | $4.8M |
| LongView Wealth Management | 1.76% | Add +17.3% | 65,484 | $4.8M |
| Spectrum Wealth Counsel, LLC | 0.60% | Add +32.7% | 64,872 | $4.7M |
| Acima Private Wealth, LLC | 1.73% | Reduce -0.4% | 64,757 | $4.7M |
| Fairview Capital Investment Management, LLC | 0.26% | Reduce -2.6% | 64,501 | $4.7M |
| TAGStone Capital, Inc. | 2.65% | Reduce -0.3% | 64,327 | $4.7M |
| Eagle Strategies LLC | 0.89% | Add +842.8% | 64,291 | $4.7M |
| Bray Capital Advisors | 1.17% | Reduce -3.9% | 64,289 | $4.7M |
| Avid Wealth Partners LLC | 3.62% | Reduce -57.2% | 64,098 | $4.7M |
| Parkside Financial Bank & Trust | 0.73% | Add +0.3% | 63,896 | $4.6M |
| Roble, Belko & Company, Inc | 0.78% | Reduce -0.6% | 63,771 | $4.6M |
| Fiducient Advisors LLC | 0.64% | Add +747.3% | 63,701 | $4.6M |
| Carrera Capital Advisors | 1.51% | — | 63,487 | $4.6M |
| Bowman & Co S.C. | 2.68% | Add +2.4% | 63,486 | $4.6M |
| Baron Silver Stevens Financial Advisors, LLC | 0.88% | Add +0.2% | 63,435 | $4.6M |
| Sunpointe, LLC | 3.00% | Add +1758.4% | 63,390 | $4.6M |
| TruNorth Capital Management, LLC | 1.49% | Reduce -0.1% | 63,098 | $4.6M |
| Seldon Capital LP | 2.53% | No change | 62,425 | $4.5M |
| Louisbourg Investments Inc. | 1.26% | Add +16.6% | 62,033 | $4.5M |
| Certified Advisory Corp | 0.57% | Add +19.1% | 61,974 | $4.5M |
| Arkadios Wealth Advisors | 0.30% | Add +171.3% | 61,946 | $4.5M |
| EP Wealth Advisors, LLC | 0.05% | Add +1.7% | 61,830 | $4.5M |
| Quantinno Capital Management LP | 0.08% | Add +16.9% | 61,167 | $4.4M |
| Intrua Financial, LLC | 0.72% | Reduce -0.3% | 61,167 | $4.4M |
| Farrow Financial, Inc. | 3.02% | Add +0.8% | 60,965 | $4.4M |
| Fiduciary Group, LLC | 0.47% | Add +0.3% | 60,245 | $4.4M |
| Nisa Investment Advisors, LLC | 0.03% | Add +3.3% | 60,000 | $4.4M |
| World Investment Advisors | 0.27% | Add +15.2% | 59,656 | $4.3M |
| Scotia Capital Inc. | 0.03% | Add +100.0% | 58,858 | $4.3M |
| Avior Wealth Management, LLC | 0.18% | Reduce -19.7% | 58,325 | $4.2M |
| Meeder Asset Management Inc. | 0.30% | Reduce -76.8% | 58,023 | $4.2M |
| Private Client Services, LLC | 2.64% | Add +17.5% | 57,928 | $4.2M |
| Level Four Advisory Services, LLC | 0.19% | Add +91.1% | 57,710 | $4.2M |
| Sunbelt Securities, Inc. | 0.43% | Add +2.7% | 57,697 | $4.2M |
| Realta Investment Advisors | 0.82% | Add +74.9% | 57,656 | $4.2M |
| Wealth Alliance, LLC | 0.54% | Reduce -2.4% | 57,582 | $4.2M |
| Prism Advisors, Inc. | 1.27% | Add +0.0% | 57,444 | $4.2M |
| Waypoint Wealth Partners Inc. | 1.22% | Reduce -9.0% | 57,399 | $4.2M |
| J.W. Cole Advisors, Inc. | 0.20% | Add +1.9% | 57,292 | $4.2M |
| Harbor Investment Advisory, LLC | 0.43% | Reduce -1.2% | 57,185 | $4.2M |
| Signet Financial Management, LLC | 0.56% | Reduce -1.9% | 56,810 | $4.1M |
| Focus Partners Advisor Solutions, LLC | 0.11% | Reduce -4.3% | 56,736 | $4.1M |
| MSH Capital Advisors LLC | 1.37% | Add +1.5% | 56,302 | $4.1M |
| Confluence Wealth Services, Inc. | 0.33% | Add +2.2% | 56,266 | $4.1M |
| Smith Shellnut Wilson LLC | 1.98% | Add +0.1% | 56,119 | $4.1M |
| Fidelis Capital Partners, LLC | 0.58% | Add +24.0% | 57,768 | $4.1M |
| Orrstown Financial Services Inc. | 2.15% | Add +23.2% | 56,029 | $4.1M |
| Bryn Mawr Trust Advisors, LLC | 0.22% | Reduce -1.2% | 55,851 | $4.1M |
| Choate Investment Advisors | 0.11% | Add +15.2% | 55,734 | $4.0M |
| High Net Worth Advisory Group LLC | 1.23% | Reduce -1.1% | 55,710 | $4.0M |
| Global Trust Asset Management, LLC | 1.61% | Add +0.5% | 55,146 | $4.0M |
| Ade, LLC | 2.69% | Reduce -1.8% | 54,939 | $4.0M |
| Beirne Wealth Consulting Services, LLC | 1.60% | Reduce -4.5% | 54,530 | $4.0M |
| Caldwell Trust Co | 0.44% | Add +11.4% | 54,243 | $3.9M |
| Soltis Investment Advisors LLC | 0.42% | Reduce -3.1% | 54,158 | $3.9M |
| Endowment Wealth Management, Inc. | 2.85% | Reduce -2.4% | 53,875 | $3.9M |
| PACK Private Wealth, LLC | 2.42% | Add +0.4% | 53,619 | $3.9M |
| Trust Point Inc. | 0.31% | Reduce -0.1% | 53,613 | $3.9M |
| Koshinski Asset Management, Inc. | 0.36% | Add +113.3% | 52,555 | $3.9M |
| Oppenheimer & Co. Inc. | 0.06% | Add +2.2% | 53,149 | $3.9M |
| CPC Advisors, LLC | 0.63% | Reduce -3.0% | 52,931 | $3.8M |
| Collective Family Office LLC | 1.13% | Add +261.3% | 52,856 | $3.8M |
| Hubbell Strickland Wealth Management, LLC | 1.92% | Add +3.8% | 52,764 | $3.8M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +42.7% | 52,701 | $3.8M |
| Heritage Wealth Management, LLC | 2.12% | Reduce -9.9% | 52,529 | $3.8M |
| Heritage Family Offices, LLP | 2.12% | — | 52,529 | $3.8M |
| Elmwood Wealth Management, Inc. | 1.68% | Add +1437.7% | 51,881 | $3.8M |
| IFP Advisors, Inc | 0.15% | Add +45.4% | 51,468 | $3.7M |
| Centerpoint Advisors, LLC | 1.35% | Add +3.9% | 51,432 | $3.7M |
| Visionary Wealth Advisors | 0.24% | Reduce -30.4% | 51,323 | $3.7M |
| NorthCoast Asset Management LLC | 0.03% | Add +385.8% | 51,259 | $3.7M |
| Element Wealth, LLC | 2.09% | Reduce -2.3% | 51,014 | $3.7M |
| Summit Trail Advisors, LLC | 0.10% | Add +0.5% | 50,909 | $3.7M |
| One Degree Advisors Inc | 1.78% | Reduce -4.3% | 50,747 | $3.7M |
| Raffa Wealth Management, LLC | 1.04% | Add +4.8% | 50,694 | $3.7M |
| PrairieView Partners, LLC | 0.41% | Add +1.8% | 50,663 | $3.7M |
| CVA Family Office, LLC | 0.66% | Reduce -1.9% | 50,648 | $3.7M |
| William Howard & Co Financial Advisors Inc | 3.39% | Add +0.5% | 50,560 | $3.7M |
| Rinkey Investments | 1.32% | Reduce -13.3% | 50,383 | $3.7M |
| MA Private Wealth | 0.72% | Reduce -5.8% | 50,300 | $3.7M |
| Eley Financial Management, Inc | 1.54% | Reduce -0.3% | 50,042 | $3.6M |
| JGP Wealth Management, LLC | 0.51% | Add +5.3% | 49,608 | $3.6M |
| First United Bank & Trust | 1.34% | Reduce -3.6% | 49,526 | $3.6M |
| SkyView Investment Advisors, LLC | 0.64% | No change | 48,909 | $3.6M |
| Canvas Wealth Advisors, LLC | 1.09% | Add +18.8% | 47,951 | $3.5M |
| Chesley Taft & Associates LLC | 0.18% | No change | 48,515 | $3.5M |
| Pembroke Management, LTD | 0.47% | Add +1.9% | 48,448 | $3.5M |
| Lido Advisors, LLC | 0.03% | Add +10.5% | 48,250 | $3.5M |
| FAS Wealth Partners, Inc. | 0.30% | Add +1.8% | 48,108 | $3.5M |
| Accurate Wealth Management, LLC | 0.83% | Add +12.8% | 45,997 | $3.5M |
| Kanawha Capital Management LLC | 0.27% | Reduce -0.9% | 47,110 | $3.4M |
| Traveka Wealth, LLC | 1.66% | Reduce -18.6% | 46,773 | $3.4M |
| Bridges Investment Management Inc. | 0.05% | New | 46,527 | $3.4M |
| Wakefield Asset Management LLLP | 1.18% | Add +1.9% | 46,494 | $3.4M |
| Busey Bank | 0.12% | Add +196.1% | 46,488 | $3.4M |
| Palisade Asset Management, LLC | 0.35% | Add +0.1% | 46,373 | $3.4M |
| Hamilton Wealth, LLC | 0.90% | Reduce -2.1% | 46,142 | $3.4M |
| Valmark Advisers, Inc. | 0.06% | Add +41.0% | 46,092 | $3.3M |
| Renasant Bank | 2.30% | Add +758.7% | 46,059 | $3.3M |
| Windward Private Wealth Management Inc. | 1.34% | No change | 45,733 | $3.3M |
| Roundview Capital LLC | 0.26% | Add +3.0% | 45,697 | $3.3M |
| OneAscent Financial Services LLC | 0.46% | Add +1457.2% | 45,407 | $3.3M |
| One Capital Management, LLC | 0.11% | Reduce 0.0% | 45,174 | $3.3M |
| Beacon Bridge Wealth Partners, LLC | 1.51% | Reduce -9.9% | 45,159 | $3.3M |
| Shufro Rose & Co. LLC | 0.27% | Add +1.8% | 44,859 | $3.3M |
| PFG Advisors | 0.22% | Add +27.9% | 44,733 | $3.2M |
| Patton Albertson Miller Group, LLC | 0.46% | Reduce -3.0% | 44,587 | $3.2M |
| Okabena Investment Services Inc. | 1.02% | No change | 44,443 | $3.2M |
| Phillips Financial Management, LLC | 0.26% | Add +1.0% | 44,063 | $3.2M |
| Empower Advisory Group, LLC | 0.01% | Reduce -4.0% | 43,510 | $3.2M |
| CSM Advisors, LLC | 0.22% | No change | 43,474 | $3.2M |
| Ellis Investment Partners, LLC | 0.67% | Add +5.3% | 43,313 | $3.1M |
| GeoWealth Management, LLC | 0.14% | Add +3.8% | 43,050 | $3.1M |
| Aletheian Wealth Advisors LLC | 1.63% | Reduce -0.3% | 42,469 | $3.1M |
| Brown Wealth Management, LLC | 1.24% | Reduce -6.6% | 42,390 | $3.1M |
| Bigelow Investment Advisors, LLC | 1.46% | Reduce -6.0% | 42,180 | $3.1M |
| Wealthcare Advisory Partners LLC | 0.10% | Add +3.9% | 41,972 | $3.0M |
| Boyd Wealth Management, LLC | 1.66% | Reduce -4.1% | 41,463 | $3.0M |
| Islay Capital Management, LLC | 2.17% | Reduce -4.3% | 41,261 | $3.0M |
| Obsidian Cio, LLC | 0.71% | Add +9.6% | 41,233 | $3.0M |
| Brooklyn FI, LLC | 1.16% | Reduce -13.6% | 41,038 | $3.0M |
| Wedbush Securities Inc. | 0.11% | Add +12.2% | 40,506 | $2.9M |
| Wilmington Savings Fund Society, FSB | 0.11% | No change | 40,293 | $2.9M |
| Cowa, LLC | 1.56% | Add +12.4% | 40,286 | $2.9M |
| Petix & Botte Co | 0.83% | Reduce -81.1% | 40,243 | $2.9M |
| Brookstone Capital Management | 0.05% | Reduce -4.1% | 38,829 | $2.9M |
| Sandy Cove Advisors, LLC | 1.29% | Add +29.6% | 39,902 | $2.9M |
| OxenFree Capital LLC | 2.53% | Add +4.4% | 39,818 | $2.9M |
| Madison Wealth Partners, Inc | 0.99% | Reduce -1.8% | 39,668 | $2.9M |
| Legacy Trust | 0.72% | Add +0.3% | 39,580 | $2.9M |
| Brighton Jones LLC | 0.09% | Add +3.1% | 39,376 | $2.9M |
| Elevation Point Wealth Partners, LLC | 0.23% | Add +14.0% | 39,317 | $2.9M |
| Hofer & Associates. Inc | 2.21% | Add +1.9% | 39,197 | $2.8M |
| Hollencrest Capital Management | 0.13% | Reduce -12.7% | 39,156 | $2.8M |
| Howe & Rusling Inc. | 0.26% | Reduce -9.0% | 39,080 | $2.8M |
| Manhattan West Asset Management, LLC | 0.77% | Reduce -0.9% | 39,019 | $2.8M |
| Cary Street Partners Investment Advisory LLC | 0.11% | Add +3.4% | 38,895 | $2.8M |
| Harbour Investments, Inc. | 0.10% | Add +5.6% | 38,875 | $2.8M |
| D.A. Davidson & Co. | 0.03% | Reduce -1.1% | 38,837 | $2.8M |
| Invst, LLC | 0.31% | Add +14.4% | 38,594 | $2.8M |
| Cynosure Group, LLC | 0.45% | Add +24.6% | 38,571 | $2.8M |
| ICONIQ Capital, LLC | 0.06% | Add +0.5% | 38,536 | $2.8M |
| Leavell Investment Management, Inc. | 0.15% | Add +0.5% | 38,493 | $2.8M |
| Ascent Group, LLC | 0.23% | Reduce -3.2% | 38,479 | $2.8M |
| Magnus Financial Group LLC | 0.31% | Reduce -1.5% | 38,380 | $2.8M |
| Clear Investment Research, LLC | 3.63% | Reduce -9.4% | 38,293 | $2.8M |
| Thoroughbred Financial Services, LLC | 0.18% | Add +26.7% | 37,915 | $2.8M |
| Annapolis Financial Services, LLC | 0.89% | No change | 37,721 | $2.7M |
| Dravo Bay LLC | 1.52% | Reduce -2.4% | 37,696 | $2.7M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +4.1% | 37,637 | $2.7M |
| New Republic Capital, LLC | 1.37% | Add +105.2% | 37,634 | $2.7M |
| Patten Group, Inc. | 0.64% | Reduce -4.4% | 37,559 | $2.7M |
| Ameritas Advisory Services, LLC | 0.10% | Reduce -17.6% | 37,236 | $2.7M |
| LTG Capital LLC | 2.45% | Add +0.2% | 37,189 | $2.7M |
| Silvercrest Asset Management Group LLC | 0.02% | Add +2.3% | 37,132 | $2.7M |
| Cambridge Financial Group, LLC | 1.22% | Reduce -1.6% | 36,900 | $2.7M |
| ORG Partners LLC | 0.33% | New | 36,510 | $2.7M |
| Lane & Associates LLC | 1.56% | Add +0.4% | 36,501 | $2.7M |
| Peak Financial Management, Inc. | 0.82% | Reduce -1.5% | 36,072 | $2.6M |
| WealthCare Investment Partners, LLC | 1.21% | Add +1.8% | 35,826 | $2.6M |
| Beam Wealth Advisors, Inc. | 0.86% | New | 35,748 | $2.6M |
| Axiom Advisory, LLC | 0.03% | New | 35,088 | $2.6M |
| Wesbanco Bank Inc. | 0.10% | Add +5.8% | 35,430 | $2.6M |
| Fi3 FINANCIAL ADVISORS, LLC | 1.13% | Reduce -0.9% | 35,339 | $2.6M |
| Heritage Trust Co | 0.34% | Reduce -4.1% | 35,310 | $2.6M |
| Coastal Bridge Advisors, LLC | 0.63% | Add +0.1% | 35,069 | $2.5M |
| Capital Investment Counsel, LLC | 0.50% | Add +8.5% | 35,019 | $2.5M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -4.2% | 34,171 | $2.5M |
| 3Chopt Investment Partners, LLC | 0.76% | Reduce -0.1% | 34,444 | $2.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.37% | Add +0.1% | 34,380 | $2.5M |
| 180 Wealth Advisors, LLC | 0.40% | Reduce -0.6% | 33,084 | $2.5M |
| Kings Path Partners LLC | 1.16% | — | 34,013 | $2.5M |
| 4Thought Financial Group Inc. | 1.53% | Reduce -3.8% | 33,964 | $2.5M |
| CWS Financial Advisors, LLC | 0.96% | Add +0.5% | 33,697 | $2.4M |
| Perennial Investment Advisors, LLC | 0.35% | Add +142.8% | 33,520 | $2.4M |
| Savvy Advisors, Inc. | 0.78% | Add +777.5% | 33,072 | $2.4M |
| North Star Investment Management Corp. | 0.18% | Add +1.3% | 32,947 | $2.4M |
| Apeiron RIA LLC | 0.73% | Add +1.5% | 32,927 | $2.4M |
| Cornerstone Advisors Asset Management, LLC | 0.67% | No change | 32,838 | $2.4M |
| Moneco Advisors, LLC | 0.35% | Reduce -5.2% | 32,781 | $2.4M |
| Wetzel Investment Advisors, Inc. | 1.37% | Add +0.0% | 32,035 | $2.4M |
| Wharton Business Group, LLC | 0.12% | Add +5.8% | 32,627 | $2.4M |
| Evanson Asset Management, LLC | 0.17% | Add +1.0% | 32,344 | $2.3M |
| Old Port Advisors | 0.70% | Add +9.8% | 32,206 | $2.3M |
| Richard P Slaughter Associates Inc | 0.55% | Add +1.8% | 32,040 | $2.3M |
| Morton Brown Family Wealth, LLC | 0.92% | Reduce -11.3% | 31,230 | $2.3M |
| Columbus Macro, LLC | 0.89% | Reduce -0.1% | 31,206 | $2.3M |
| Colton Groome Financial Advisors, LLC | 0.91% | Reduce -7.1% | 31,704 | $2.3M |
| Kingsview Wealth Management, LLC | 0.05% | Add +16.9% | 31,558 | $2.3M |
| LGL Partners, LLC | 0.33% | Add +1.2% | 31,347 | $2.3M |
| Williams & Novak, LLC | 2.12% | Add +0.1% | 31,275 | $2.3M |
| Stock Yards Bank & Trust Co. | 0.07% | Add +44.9% | 30,883 | $2.2M |
| Denver PWM, LLC | 0.89% | Add +5.1% | 30,865 | $2.2M |
| Glenview Trust Co | 0.04% | Reduce -5.2% | 30,721 | $2.2M |
| Apollon Financial, LLC | 0.72% | Add +22.7% | 30,688 | $2.2M |
| Capital Advisors, Ltd. LLC | 0.29% | Add +0.2% | 30,509 | $2.2M |
| Independent Advisor Alliance | 0.08% | Add +6.1% | 30,457 | $2.2M |
| Fulton Bank, N.A. | 0.09% | Add +14.0% | 30,341 | $2.2M |
| Laird Norton Wetherby Wealth Management, LLC | 0.10% | Add +1.0% | 30,236 | $2.2M |
| LM Advisors LLC | 0.44% | Reduce -56.7% | 30,233 | $2.2M |
| Evercore Wealth Management, LLC | 0.03% | Reduce -3.4% | 30,056 | $2.2M |
| NorthRock Partners, LLC | 0.08% | Reduce -11.8% | 29,835 | $2.2M |
| Biltmore Family Office, LLC | 0.40% | Add +7.1% | 29,825 | $2.2M |
| Silverlake Wealth Management LLC | 0.89% | Add +17.5% | 29,762 | $2.2M |
| Meridian Wealth Management, LLC | 0.26% | New | 29,755 | $2.2M |
| Aptus Capital Advisors, LLC | 0.04% | Reduce -19.8% | 29,663 | $2.2M |
| Pinion Investment Advisors, LLC | 1.07% | Add +5.7% | 29,588 | $2.1M |
| Parsons Capital Management Inc. | 0.15% | Add +0.5% | 29,578 | $2.1M |
| Investment Advisory Group, LLC | 0.83% | Reduce -0.2% | 29,526 | $2.1M |
| Schiavi & Co LLC | 0.84% | Reduce -1.6% | 29,475 | $2.1M |
| Litman Gregory Wealth Management LLC | 0.19% | Add +0.5% | 29,454 | $2.1M |
| SlateStone Wealth, LLC | 0.23% | Add +3.0% | 29,140 | $2.1M |
| Waycross Investment Management Co | 2.04% | Add +240.6% | 29,036 | $2.1M |
| KPP Advisory Services LLC | 0.56% | Add +11.4% | 28,867 | $2.1M |
| CIC Wealth, LLC | 0.57% | Add +1.2% | 28,611 | $2.1M |
| Financial Insights, Inc. | 0.58% | Add +2.0% | 28,504 | $2.1M |
| Firestone Capital Management | 0.56% | Add +19.1% | 28,423 | $2.1M |
| JDM Financial Group LLC | 1.38% | Add +0.2% | 28,079 | $2.0M |
| Arcus Capital Partners, LLC | 0.79% | Reduce -6.0% | 28,073 | $2.0M |
| Diversify Advisory Services, LLC | 0.11% | Add +50.3% | 27,527 | $2.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Add +33.5% | 27,882 | $2.0M |
| Certus Wealth Management, LLC | 1.53% | Add +0.5% | 27,734 | $2.0M |
| Wealthgarden F.S. LLC | 2.11% | — | 27,540 | $2.0M |
| GoalVest Advisory LLC | 0.64% | Add +11.6% | 27,471 | $2.0M |
| Stonegate Investment Group, LLC | 0.06% | Reduce -3.6% | 27,442 | $2.0M |
| Lineweaver Wealth Advisors, LLC | 0.41% | Reduce -1.3% | 27,383 | $2.0M |
| JRM Investment Counsel, LLC | 0.71% | Add +4.1% | 26,970 | $2.0M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Reduce -0.8% | 26,946 | $2.0M |
| Valley Wealth Managers, Inc. | 0.16% | Reduce -9.7% | 26,940 | $2.0M |
| New Century Financial Group, LLC | 0.83% | Add +632.0% | 26,848 | $2.0M |
| St. Louis Trust Co | 0.30% | No change | 27,070 | $1.9M |
| Lee Financial Co | 0.32% | Reduce -1.3% | 26,816 | $1.9M |
| Zions Bancorporation, N.A. | 0.16% | No change | 26,809 | $1.9M |
| NDVR, Inc. | 2.02% | Reduce -0.3% | 26,670 | $1.9M |
| SOL Capital Management CO | 0.23% | No change | 26,454 | $1.9M |
| RHS Financial, LLC | 1.18% | Add +10.3% | 26,447 | $1.9M |
| Ignite Planners, LLC | 0.47% | Reduce -1.1% | 25,824 | $1.9M |
| Sax Wealth Advisors, LLC | 0.18% | Add +0.0% | 26,248 | $1.9M |
| Godshalk Welsh Capital Management, Inc. | 1.27% | Add +0.2% | 26,176 | $1.9M |
| Source Financial Advisors LLC | 0.58% | Reduce -1.3% | 26,079 | $1.9M |
| AQR Capital Management | 0.00% | Add +88.9% | 25,979 | $1.9M |
| Northwest Wealth Management, LLC | 0.48% | Reduce -1.9% | 25,714 | $1.9M |
| Flagship Harbor Advisors, LLC | 0.11% | Reduce -3.0% | 25,597 | $1.9M |
| Center For Asset Management LLC | 1.23% | New | 25,523 | $1.9M |
| Shelton Wealth Management, LLC | 1.11% | Reduce -13.5% | 25,450 | $1.8M |
| Edge Financial Advisors LLC | 1.91% | Add +75.6% | 25,432 | $1.8M |
| Members Wealth LLC | 1.24% | — | 22,140 | $1.8M |
| Sentinel Trust Co. Lba | 0.22% | Reduce -0.2% | 25,161 | $1.8M |
| SIMA Wealth Partners, LLC | 1.74% | — | 25,151 | $1.8M |
| Advisors Capital Management, LLC | 0.03% | Add +2.0% | 25,069 | $1.8M |
| GYL Financial Synergies, LLC | 0.14% | Add +1.9% | 25,002 | $1.8M |
| ETF Portfolio Partners, Inc. | 0.56% | Reduce -18.4% | 24,708 | $1.8M |
| Hassell Wealth Management, LLC | 0.79% | No change | 23,968 | $1.8M |
| Vanguard Group Inc. | 0.00% | Add +14.3% | 24,315 | $1.8M |
| Cullen/Frost Bankers, Inc. | 0.03% | Add +74.4% | 24,309 | $1.8M |
| Compound Planning, Inc. | 0.13% | Reduce -1.5% | 23,955 | $1.7M |
| Verdence Capital Advisors LLC | 0.15% | Add +2.1% | 23,934 | $1.7M |
| Bryant Woods Investment Advisors, LLC | 1.26% | Reduce -12.9% | 26,900 | $1.7M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.29% | Reduce -0.9% | 23,801 | $1.7M |
| Roger Wittlin Investment Advisory, LLC | 1.11% | Reduce -2.3% | 23,771 | $1.7M |
| New England Private Wealth Advisors LLC | 0.30% | Add +6.2% | 23,693 | $1.7M |
| Steel Grove Capital Advisors, LLC | 0.24% | Reduce -21.3% | 23,632 | $1.7M |
| Warner Financial, Inc. | 0.83% | Add +1.0% | 23,482 | $1.7M |
| M Holdings Securities, Inc. | 0.22% | Add +20.3% | 23,409 | $1.7M |
| Nilsine Partners, LLC | 0.23% | Add +0.9% | 23,395 | $1.7M |
| Debussy Capital Management LP | 0.48% | Add +0.5% | 23,329 | $1.7M |
| Wealthfront Advisers LLC | 0.01% | Add +9.0% | 23,267 | $1.7M |
| Gilbert & Cook, Inc. | 0.25% | Add +1.6% | 23,261 | $1.7M |
| StrongBox Wealth, LLC | 0.80% | Add +13.3% | 23,190 | $1.7M |
| First Citizens Financial Corp | 0.98% | Reduce -0.6% | 22,905 | $1.7M |
| Csenge Advisory Group | 0.09% | Reduce -74.0% | 22,905 | $1.7M |
| JPL Wealth Management, LLC | 0.81% | Add +72.2% | 22,878 | $1.7M |
| Ewa, LLC | 0.69% | Add +1.7% | 22,356 | $1.7M |
| Arkansas Financial Group, Inc. | 0.30% | Add +2.6% | 22,825 | $1.7M |
| Cascade Financial Partners, LLC | 0.22% | No change | 22,796 | $1.7M |
| Summit X, LLC | 0.37% | Add +2.3% | 22,700 | $1.7M |
| Pallas Capital Advisors LLC | 0.07% | Reduce -1.8% | 22,217 | $1.7M |
| Occidental Asset Management, LLC | 0.29% | Reduce -5.5% | 22,736 | $1.7M |
| Howard Financial Services, LTD. | 0.27% | Reduce -0.0% | 22,569 | $1.6M |
| Klaas Financial Asset Advisors, LLC | 0.30% | Reduce -90.2% | 22,542 | $1.6M |
| AdvisorNet Financial, Inc | 0.15% | Add +1.4% | 22,503 | $1.6M |
| Highland Financial Advisors, LLC | 0.60% | Reduce -17.9% | 22,336 | $1.6M |
| Empirical Asset Management, LLC | 0.61% | Add +202.1% | 22,270 | $1.6M |
| Pinnacle Bancorp, Inc. | 0.48% | Add +46.2% | 22,241 | $1.6M |
| McGlone Suttner Wealth Management, Inc. | 0.33% | Add +25.8% | 22,903 | $1.6M |
| Capital Investment Advisors, LLC | 0.04% | Add +0.1% | 22,173 | $1.6M |
| Black Cypress Capital Management, LLC | 1.53% | Reduce -5.2% | 22,064 | $1.6M |
| Macroview Investment Management LLC | 1.71% | Reduce -28.9% | 22,041 | $1.6M |
| First Bank & Trust | 0.32% | Reduce -13.7% | 21,800 | $1.6M |
| Arrowroot Family Office, LLC | 1.01% | Reduce -1.2% | 21,798 | $1.6M |
| Lazari Capital Management, Inc. | 0.71% | Add +694.1% | 21,720 | $1.6M |
| Colonial Trust Advisors | 0.15% | Reduce -6.7% | 21,688 | $1.6M |
| Rational Advisors, Inc. | 0.16% | Add +42.0% | 21,670 | $1.6M |
| Sound View Wealth Advisors Group, LLC | 0.16% | Reduce -2.7% | 21,649 | $1.6M |
| Essex Financial Services, Inc. | 0.12% | Add +143.9% | 21,875 | $1.6M |
| Financial Partners Group, Inc | 0.25% | Add +27.1% | 21,531 | $1.6M |
| Colonial Trust Co / SC | 0.27% | Reduce -0.0% | 21,433 | $1.6M |
| FineMark National Bank & Trust | 0.06% | Add +39.8% | 21,306 | $1.5M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +9.9% | 21,277 | $1.5M |
| AlTi Global, Inc. | 0.04% | Add +0.8% | 21,263 | $1.5M |
| Wind River Trust Co | 0.62% | No change | 21,203 | $1.5M |
| Cyndeo Wealth Partners, LLC | 0.12% | Add +16.9% | 21,182 | $1.5M |
| Cahill Financial Advisors Inc. | 0.21% | Add +3.2% | 21,167 | $1.5M |
| Veracity Capital LLC | 0.64% | Reduce -41.5% | 21,052 | $1.5M |
| Prio Wealth Limited Partnership | 0.05% | Add +17.5% | 20,976 | $1.5M |
| Victory Financial Group, LLC | 0.71% | Add +268.5% | 20,971 | $1.5M |
| Florida Trust Wealth Management Co | 0.05% | Add +108.8% | 20,905 | $1.5M |
| W Advisors, LLC | 0.99% | Add +1.1% | 20,755 | $1.5M |
| Verus Capital Partners, LLC | 0.16% | Add +2.7% | 20,696 | $1.5M |
| Quadrant Private Wealth Management, LLC | 0.34% | Add +12.7% | 20,668 | $1.5M |
| RFG Advisory, LLC | 0.05% | Add +12.8% | 20,637 | $1.5M |
| Sand Hill Global Advisors, LLC | 0.07% | New | 20,589 | $1.5M |
| HBK Sorce Advisory LLC | 0.05% | Add +27.8% | 20,524 | $1.5M |
| Seven Post Investment Office LP | 0.28% | No change | 20,507 | $1.5M |
| Mgo One Seven LLC | 0.07% | Add +5.8% | 20,479 | $1.5M |
| Mma Asset Management LLC | 0.69% | Add +0.0% | 20,373 | $1.5M |
| Icon Wealth Advisors, LLC | 0.13% | Add +2.4% | 19,777 | $1.5M |
| Washington Trust Advisors, Inc. | 0.14% | Reduce -0.4% | 20,329 | $1.5M |
| Frontier Asset Management, LLC | 0.53% | Reduce -9.7% | 20,285 | $1.5M |
| Cherry Tree Wealth Management, LLC | 0.37% | Add +0.3% | 20,247 | $1.5M |
| BlueSky Wealth Advisors, LLC | 0.25% | Reduce -1.3% | 20,090 | $1.5M |
| Blueprint Investment Partners LLC | 0.31% | Reduce -4.1% | 19,942 | $1.4M |
| EverSource Wealth Advisors, LLC | 0.10% | Reduce -3.8% | 19,243 | $1.4M |
| Hobbs Group Advisors, LLC | 0.55% | — | 19,752 | $1.4M |
| Planning Capital Management Corp | 1.01% | Add +23.1% | 19,651 | $1.4M |
| Maia Wealth LLC | 0.43% | — | 18,953 | $1.4M |
| West Bancorporation Inc. | 1.05% | No change | 19,509 | $1.4M |
| New Hampshire Trust | 0.32% | Add +2.7% | 19,403 | $1.4M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -0.3% | 19,396 | $1.4M |
| Coordinated Financial Services, Inc. | 1.22% | Reduce -9.5% | 19,347 | $1.4M |
| Droms Strauss Advisors Inc. /Mo/ | 0.51% | Add +7.1% | 19,291 | $1.4M |
| Northwest Bancshares, Inc. | 0.24% | Reduce -0.9% | 19,270 | $1.4M |
| Foster & Motley Inc. | 0.10% | Add +2.4% | 19,189 | $1.4M |
| Mayport, LLC | 0.50% | Add +11.7% | 19,180 | $1.4M |
| Disciplined Investments, LLC | 0.74% | Reduce -0.8% | 19,093 | $1.4M |
| Lincoln Capital LLC | 0.31% | Reduce -8.0% | 19,009 | $1.4M |
| Courage Miller Partners, LLC | 0.50% | Add +0.1% | 19,005 | $1.4M |
| Signature Estate & Investment Advisors LLC | 0.03% | New | 18,841 | $1.4M |
| Great Point Wealth Advisors, LLC | 0.31% | Reduce -1.2% | 18,771 | $1.4M |
| Strategic Blueprint, LLC | 0.09% | Reduce -5.5% | 18,756 | $1.4M |
| Headlands Technologies LLC | 0.14% | Add +5204.8% | 18,726 | $1.4M |
| Northeast Financial Consultants Inc | 0.06% | No change | 18,639 | $1.4M |
| Grant/GrossMendelsohn, LLC | 0.62% | Add +4.0% | 18,541 | $1.3M |
| Sovereign Financial Group, Inc. | 0.34% | Reduce -12.7% | 18,511 | $1.3M |
| Brady Family Wealth, LLC | 0.43% | Reduce -0.5% | 18,462 | $1.3M |
| Argonautica Private Wealth Management, Inc. | 0.46% | Add +8.7% | 18,443 | $1.3M |
| JMG Financial Group, Ltd. | 0.05% | Add +10.3% | 18,303 | $1.3M |
| Smartleaf Asset Management LLC | 0.22% | Add +46.5% | 18,132 | $1.3M |
| Caprock Group, LLC | 0.05% | Add +48.5% | 18,066 | $1.3M |
| Independence Bank of Kentucky | 0.34% | Add +0.7% | 17,716 | $1.3M |
| Market Street Wealth Management Advisors LLC | 0.22% | Reduce -5.0% | 17,708 | $1.3M |
| LVZ, Inc. | 0.18% | Add +5.4% | 17,701 | $1.3M |
| Paragon Capital Management Ltd | 0.23% | Reduce -0.2% | 17,560 | $1.3M |
| AA Financial Advisors, LLC | 0.45% | Add +34.8% | 17,455 | $1.3M |
| Rockwood Wealth Management, LLC | 0.15% | Add +1.0% | 17,430 | $1.3M |
| Philadelphia Trust Co. | 0.10% | Add +106.2% | 17,370 | $1.3M |
| Kooman & Associates | 0.50% | Add +2.4% | 17,288 | $1.3M |
| Cabot Wealth Management Inc. | 0.16% | Reduce -2.8% | 17,217 | $1.3M |
| Hart & Patterson Financial Group LLC | 0.62% | Reduce -2.3% | 17,172 | $1.2M |
| Peoples Bank | 0.64% | Reduce -0.7% | 17,098 | $1.2M |
| Trilogy Capital Inc. | 0.07% | Add +103.4% | 17,046 | $1.2M |
| Knightsbridge Asset Management, LLC | 0.31% | Add +70.3% | 16,996 | $1.2M |
| Journey Strategic Wealth LLC | 0.05% | Add +52.9% | 16,938 | $1.2M |
| Diversified, LLC | 0.14% | Add +103.7% | 16,852 | $1.2M |
| Forza Wealth Management, LLC | 0.63% | No change | 16,734 | $1.2M |
| WCG Wealth Advisors LLC | 0.09% | Reduce -46.1% | 16,726 | $1.2M |
| Pitcairn Co. | 0.07% | Add +3.6% | 16,703 | $1.2M |
| Bristlecone Advisors, LLC | 0.10% | Reduce -17.3% | 16,622 | $1.2M |
| Inspire Advisors, LLC | 0.16% | New | 16,610 | $1.2M |
| Sepio Capital, LP | 0.11% | Add +1.7% | 16,600 | $1.2M |
| Sabal Trust CO | 0.07% | Add +51.8% | 16,554 | $1.2M |
| Vestcor Inc | 0.04% | Add +1.6% | 16,541 | $1.2M |
| Saxon Interests, Inc. | 0.56% | Add +24.7% | 16,334 | $1.2M |
| Dana Investment Advisors, Inc. | 0.04% | No change | 16,308 | $1.2M |
| Allworth Financial LP | 0.01% | Add +29.6% | 15,955 | $1.2M |
| Altfest L J & Co. Inc. | 0.16% | Reduce -9.6% | 16,047 | $1.2M |
| StoneX Group Inc. | 0.09% | Add +4.6% | 16,045 | $1.2M |
| NCM Capital Management, LLC | 0.61% | Add +3.6% | 16,030 | $1.2M |
| Charter Oak Capital Management, LLC | 0.12% | Add +8.9% | 15,966 | $1.2M |
| Stevens Capital Partners | 0.59% | Reduce -1.3% | 15,825 | $1.1M |
| C M Bidwell & Associates Ltd. | 0.77% | Reduce -1.4% | 15,790 | $1.1M |
| Everhart Financial Group, Inc. | 0.30% | Reduce -8.5% | 15,759 | $1.1M |
| Innealta Capital, LLC | 0.38% | Reduce -14.5% | 15,757 | $1.1M |
| Daymark Wealth Partners, LLC | 0.05% | Add +42.0% | 15,679 | $1.1M |
| F/m Investments LLC | 0.04% | New | 15,529 | $1.1M |
| SeaBridge Investment Advisors LLC | 0.29% | New | 15,501 | $1.1M |
| Wiser Wealth Management, Inc | 0.35% | Add +77.8% | 15,381 | $1.1M |
| TFC Financial Management, Inc. | 0.20% | Add +8.9% | 15,363 | $1.1M |
| TL Private Wealth | 0.50% | Add +0.5% | 14,779 | $1.1M |
| American State Bank (Iowa) | 0.71% | Add +1.1% | 15,329 | $1.1M |
| River Street Advisors LLC | 0.69% | New | 15,270 | $1.1M |
| Compass Ion Advisors, LLC | 0.16% | No change | 14,917 | $1.1M |
| ORBA Wealth Advisors, L.L.C. | 0.57% | Add +2.5% | 15,119 | $1.1M |
| Goldstein Advisors, LLC | 0.18% | Add +13.8% | 15,063 | $1.1M |
| HCR Wealth Advisors | 0.15% | Add +3.9% | 14,934 | $1.1M |
| Inspirion Wealth Advisors, LLC | 0.17% | Reduce -0.4% | 14,918 | $1.1M |
| Capital Planning LLC | 0.32% | Reduce -0.5% | 14,911 | $1.1M |
| GC Wealth Management RIA, LLC | 0.21% | Add +5.8% | 14,892 | $1.1M |
| Parisi Gray Wealth Management | 0.39% | Reduce -4.9% | 14,856 | $1.1M |
| Black Diamond Financial, LLC | 0.21% | Add +0.0% | 14,735 | $1.1M |
| PFG Investments, LLC | 0.08% | Reduce -18.2% | 14,699 | $1.1M |
| Strata Wealth Advisors, LLC | 0.37% | No change | 14,692 | $1.1M |
| Trexquant Investment LP | 0.02% | New | 14,567 | $1.1M |
| Stone Summit Wealth LLC | 0.37% | Add +0.7% | 14,300 | $1.0M |
| Etfidea, LLC | 0.35% | Add +0.2% | 14,294 | $1.0M |
| Sachetta, LLC | 0.45% | Add +10.7% | 14,058 | $1.0M |
| Bokf, NA | 0.02% | No change | 14,156 | $1.0M |
| First National Corp. /Ma/ | 0.24% | Reduce -3.5% | 14,024 | $1.0M |
| Blue Fin Capital, Inc. | 0.20% | Add +3.8% | 13,998 | $1.0M |
| Evensky & Katz LLC | 0.07% | Reduce -1.0% | 13,901 | $1.0M |
| PGIM Custom Harvest LLC | 0.02% | Add +89.3% | 13,827 | $1.0M |
| Quadcap Wealth Management, LLC | 0.18% | Add +395.1% | 13,788 | $1.0M |
| Balboa Wealth Partners | 0.27% | New | 13,772 | $1.0M |
| Patron Partners, LLC | 0.59% | Reduce -5.1% | 13,760 | $1000K |
| Carlson Capital Management | 0.05% | Reduce -0.5% | 13,757 | $999K |
| Stonebrook Private Inc. | 0.29% | Add +38.1% | 13,666 | $993K |
| Kwmg, LLC | 0.11% | Reduce -4.9% | 13,598 | $988K |
| PAX Financial Group, LLC | 0.19% | Reduce -8.0% | 13,577 | $986K |
| Boston Financial Mangement LLC | 0.03% | Add +374.0% | 13,552 | $984K |
| Madden Advisory Services, Inc. | 0.50% | Add +8.7% | 13,543 | $984K |
| Jmac Enterprises LLC | 0.17% | Add +5.5% | 13,412 | $974K |
| Resurgent Financial Advisors LLC | 0.61% | Reduce -6.9% | 13,379 | $972K |
| Belvedere Trading LLC | 0.05% | Add +126.6% | 13,376 | $972K |
| Sweet Financial Partners, LLC | 0.22% | No change | 13,355 | $970K |
| Kingswood Wealth Advisors, LLC | 0.09% | Reduce -5.9% | 13,347 | $970K |
| Welch & Forbes LLC | 0.01% | Add +25.8% | 13,226 | $966K |
| Peterson Wealth Services | 0.34% | Reduce -11.3% | 13,289 | $965K |
| Tufton Capital Management | 0.19% | Add +1.4% | 13,233 | $961K |
| Independent Financial Group, LLC | 0.04% | Add +15.2% | 13,203 | $959K |
| Willis Johnson & Associates, Inc. | 0.08% | Add +116.0% | 13,178 | $957K |
| JNBA Financial Advisors | 0.10% | Reduce -0.8% | 13,176 | $957K |
| Cornerstone Wealth Management, LLC | 0.07% | Add +0.2% | 13,163 | $956K |
| DBK Financial Counsel, LLC | 1.03% | Reduce -26.4% | 13,066 | $949K |
| First County Bank | 0.48% | Reduce -9.5% | 12,933 | $939K |
| Two West Capital Advisors LLC | 0.90% | — | 12,928 | $939K |
| Graybill Wealth Management, LTD. | 0.38% | Add +82.6% | 12,910 | $938K |
| Bear Mountain Capital, Inc. | 0.38% | Reduce -1.9% | 12,309 | $932K |
| 9258 Wealth Management, LLC | 0.14% | Add +1.7% | 12,688 | $922K |
| Noble Family Wealth, LLC | 0.27% | No change | 12,687 | $922K |
| BIP Wealth, LLC | 0.08% | Reduce -16.5% | 12,641 | $918K |
| Fiera Capital Corp | 0.00% | Add +4.6% | 12,637 | $918K |
| Hill Island Financial LLC | 0.30% | Add +1.8% | 12,585 | $914K |
| Romano Brothers and Company | 0.13% | Add +0.9% | 12,511 | $909K |
| Salem Investment Counselors Inc. | 0.03% | Reduce -6.9% | 12,492 | $907K |
| MV Capital Management, Inc. | 0.10% | No change | 12,431 | $903K |
| Hoxton Planning & Management, LLC | 0.42% | Add +0.5% | 12,403 | $901K |
| Mitchell Capital Management Co. | 0.16% | No change | 12,338 | $896K |
| NorthStar Asset Management LLC | 0.62% | Reduce -1.6% | 12,323 | $895K |
| SeaCrest Wealth Management, LLC | 0.10% | Add +73.8% | 12,293 | $893K |
| Quent Capital, LLC | 0.10% | Add +1.6% | 12,261 | $891K |
| TCWP LLC | 2.18% | Add +26.7% | 12,258 | $890K |
| Bison Wealth, LLC | 0.14% | No change | 11,995 | $890K |
| International Assets Investment Management, LLC | 0.08% | Reduce -9.0% | 12,252 | $890K |
| Tompkins Financial Corp. | 0.09% | Add +0.1% | 12,237 | $889K |
| Autumn Glory Partners, LLC | 0.45% | No change | 12,230 | $888K |
| Main Street Financial Solutions, LLC | 0.08% | Reduce -6.0% | 12,203 | $886K |
| Penobscot Investment Management Company, Inc. | 0.09% | Add +25.2% | 12,148 | $882K |
| Bradley Foster & Sargent Inc. | 0.02% | Reduce -3.3% | 12,122 | $881K |
| Relative Value Partners Group, LLC | 0.11% | Reduce -92.5% | 12,049 | $875K |
| Lake Street Private Wealth, LLC | 0.11% | Reduce -0.8% | 12,049 | $875K |
| Dentgroup LLC | 0.70% | New | 11,962 | $869K |
| Tennessee Valley Asset Management Partners | 0.16% | Reduce -3.4% | 11,914 | $865K |
| CM Wealth Advisors LLC | 0.41% | Reduce -52.0% | 11,896 | $864K |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.21% | Reduce -6.6% | 11,863 | $862K |
| Carolinas Wealth Consulting LLC | 0.17% | Reduce -4.2% | 11,859 | $861K |
| Columbia Asset Management | 0.16% | Add +6.3% | 11,855 | $861K |
| Seven Springs Wealth Group, LLC | 0.34% | Reduce -0.5% | 11,843 | $860K |
| Clarity Capital Partners LLC | 0.53% | Add +7.3% | 11,834 | $860K |
| Gold Investment Management Ltd. | 0.36% | No change | 11,798 | $857K |
| Westmount Partners, LLC | 0.28% | Reduce -1.5% | 11,754 | $855K |
| Cardinal Strategic Wealth Guidance | 0.31% | Reduce -9.5% | 11,765 | $855K |
| Ellenbecker Investment Group | 0.17% | Add +0.1% | 11,762 | $854K |
| Magnolia Capital Advisors LLC | 0.48% | Reduce -34.3% | 11,762 | $854K |
| Sapient Capital LLC | 0.02% | Reduce -7.5% | 11,748 | $853K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.36% | Add +8.6% | 11,715 | $851K |
| Grant Street Asset Management, Inc. | 0.26% | Add +2.5% | 11,597 | $842K |
| Vantage Financial Partners, LLC | 0.22% | Reduce -0.5% | 11,447 | $832K |
| Holland Advisory Services, Inc. | 1.02% | Add +1.8% | 11,401 | $828K |
| Davidson Trust Co. | 0.57% | Add +23.3% | 11,373 | $826K |
| New Potomac Partners, LLC | 0.45% | Reduce -15.8% | 11,365 | $826K |
| Sharp Wealth Advisory, LLC | 0.71% | Reduce -3.5% | 11,336 | $823K |
| Garde Capital, Inc. | 0.06% | Reduce -32.4% | 11,285 | $820K |
| Courier Capital LLC | 0.07% | Add +17.8% | 11,255 | $818K |
| Watershed Private Wealth LLC | 0.35% | Add +2.0% | 11,251 | $817K |
| Breakwater Capital Group | 0.19% | Add +0.0% | 11,246 | $817K |
| CRA Financial Services, LLC | 0.16% | Reduce -3.8% | 11,172 | $812K |
| Consolidated Portfolio Review Corp | 0.19% | Add +51.9% | 11,161 | $811K |
| Lazard Asset Management LLC | 0.00% | No change | 11,161 | $810K |
| Destination Wealth Management | 0.03% | Add +27.0% | 11,137 | $809K |
| First Financial Bankshares Inc | 0.02% | Reduce -1.8% | 11,135 | $809K |
| Beacon Financial Advisory LLC | 0.30% | Add +31.9% | 11,134 | $809K |
| Verum Partners LLC | 0.26% | Add +23.0% | 11,057 | $803K |
| West Michigan Advisors, LLC | 0.26% | Add +8.1% | 11,051 | $803K |
| Shayne & Jacobs, LLC | 0.22% | No change | 11,049 | $803K |
| Tsfg, LLC | 0.19% | Add +4.0% | 11,021 | $801K |
| G&S Capital LLC | 0.35% | Add +7.2% | 10,618 | $798K |
| Procyon Advisors, LLC | 0.06% | Add +1.8% | 10,972 | $797K |
| Unique Wealth Strategies, LLC | 0.37% | No change | 10,688 | $793K |
| SouthState Bank Corp | 0.06% | Reduce -10.1% | 10,835 | $787K |
| Adero Partners, LLC | 0.06% | Reduce -2.8% | 10,793 | $784K |
| Old Mission Investment Co LLC | 0.25% | Reduce -0.3% | 10,783 | $783K |
| OneAscent Wealth Management LLC | 0.41% | Reduce -81.2% | 10,740 | $780K |
| Centaurus Financial, Inc. | 0.05% | Reduce -10.5% | 10,740 | $780K |
| Drucker Wealth 3.0, LLC | 0.21% | — | 10,734 | $780K |
| Silver Oak Securities, Incorporated | 0.12% | Reduce -0.7% | 10,732 | $780K |
| VAUGHAN & Co SECURITIES, INC. | 0.49% | No change | 10,728 | $779K |
| Nicolet Advisory Services, LLC | 0.07% | Reduce -10.8% | 10,431 | $778K |
| Haverford Financial Services, Inc. | 0.23% | No change | 10,699 | $777K |
| Sutton Place Investors LLC | 0.52% | Reduce -13.1% | 10,673 | $775K |
| Montag A & Associates Inc. | 0.04% | Reduce -28.8% | 10,665 | $775K |
| Presilium Private Wealth, LLC | 0.20% | Reduce -0.5% | 10,658 | $774K |
| Cypress Capital Group | 0.09% | Add +15.6% | 10,617 | $771K |
| Dudley Capital Management, LLC | 0.43% | No change | 10,603 | $770K |
| McNamara Financial Services, Inc. | 0.16% | Add +0.8% | 10,601 | $770K |
| Navalign, LLC | 0.24% | Reduce -20.6% | 10,584 | $769K |
| GGM Financial LLC | 0.70% | — | 10,547 | $766K |
| KFG Wealth Management, LLC | 0.30% | Add +12.4% | 10,522 | $764K |
| Cooper Financial Group | 0.11% | Add +2.1% | 10,502 | $763K |
| Mitchell McLeod Pugh & Williams Inc. | 0.17% | Reduce -0.2% | 10,473 | $761K |
| Truefg, LLC | 0.27% | Add +13.5% | 10,384 | $754K |
| Talisman Wealth Advisors LLC | 0.87% | Reduce -1.2% | 10,378 | $754K |
| Private Wealth Advisors, LLC | 0.33% | Add +0.9% | 10,339 | $752K |
| Noesis Capital Mangement Corp. | 0.17% | Add +2.5% | 10,352 | $752K |
| Operose Advisors LLC | 0.26% | Add +0.7% | 10,284 | $747K |
| Access Financial Services, Inc. | 0.34% | Reduce -0.3% | 10,281 | $747K |
| Wealth Management Partners, LLC | 0.36% | Add +0.2% | 10,197 | $741K |
| GDS Wealth Management | 0.08% | Reduce -4.1% | 10,194 | $740K |
| Merriman Wealth Management, LLC | 0.03% | Reduce -5.2% | 10,187 | $740K |
| Investmark Advisory Group LLC | 0.39% | Add +1.7% | 10,184 | $740K |
| Aspen Wealth Management LLC | 0.26% | Add +6.3% | 10,180 | $739K |
| Grey Ledge Advisors, LLC | 0.20% | Add +3.5% | 10,119 | $735K |
| First Commonwealth Financial Corp | 0.19% | New | 10,046 | $730K |
| JFG Wealth Management, LLC | 0.21% | Add +80.0% | 10,036 | $729K |
| LJI Wealth Management, LLC | 0.16% | Reduce -1.8% | 10,014 | $727K |
| Harbor Group, Inc. | 0.19% | Add +0.5% | 9,968 | $724K |
| Northside Capital Management, LLC | 0.12% | Reduce -40.5% | 9,927 | $721K |
| Essex Bank | 0.19% | Add +127.9% | 9,875 | $717K |
| First Manhattan Co. Llc. | 0.00% | Reduce -1.3% | 9,872 | $717K |
| Barrett & Company, Inc. | 0.32% | Add +19.1% | 9,850 | $716K |
| Elevatus Welath Management | 0.27% | Add +0.2% | 9,810 | $713K |
| Financial Sense Advisors, Inc. | 0.22% | Add +15.4% | 9,727 | $707K |
| Blue Trust, Inc. | 0.01% | Add +0.5% | 9,498 | $705K |
| TD Capital Management LLC | 0.07% | Add +0.6% | 9,622 | $699K |
| Tranquility Partners, LLC | 0.27% | Reduce -4.0% | 9,622 | $699K |
| Lyell Wealth Management, LP | 0.07% | Reduce -1.9% | 9,610 | $698K |
| Northwest Bank & Trust Co | 0.58% | Add +0.4% | 9,611 | $698K |
| Sandy Spring Bank | 0.03% | Add +22.7% | 9,544 | $693K |
| Strategy Asset Managers LLC | 0.15% | Reduce -23.5% | 10,178 | $687K |
| Cobblestone Capital Advisors LLC | 0.04% | No change | 9,456 | $687K |
| REAP Financial Group, LLC | 0.18% | Add +0.9% | 9,456 | $687K |
| RCS Financial Planning, LLC | 0.40% | No change | 9,421 | $684K |
| Outlook Wealth Advisors, LLC | 0.21% | Reduce -36.4% | 48,805 | $683K |
| Old Second National Bank of Aurora | 0.17% | New | 9,372 | $681K |
| Mission Creek Capital Partners, Inc. | 0.17% | Reduce -4.1% | 9,312 | $676K |
| Jaffetilchin Investment Partners, LLC | 0.06% | Reduce -2.5% | 9,304 | $676K |
| Grand Wealth Management, LLC | 0.40% | Reduce -4.7% | 9,285 | $674K |
| Financial Gravity Asset Management, Inc. | 0.17% | Reduce -37.8% | 9,267 | $673K |
| One Wealth Advisors, LLC | 0.14% | Reduce -2.2% | 9,331 | $672K |
| Moors & Cabot, Inc. | 0.04% | Add +16.1% | 9,245 | $672K |
| Human Investing LLC | 0.13% | Add +11.9% | 9,195 | $668K |
| Tidal Investments LLC | 0.01% | Add +8.2% | 9,168 | $666K |
| Strategic Wealth Partners, Ltd. | 0.07% | Reduce -38.3% | 9,044 | $657K |
| Apexium Financial, LP | 0.05% | Reduce -18.1% | 9,033 | $656K |
| HRT Financial LP | 0.00% | Reduce -73.9% | 9,041 | $656K |
| Certuity, LLC | 0.05% | Reduce -14.3% | 9,024 | $656K |
| Catalyst Private Wealth, LLC | 0.34% | Reduce -0.6% | 8,915 | $648K |
| Forte Asset Management LLC | 0.38% | No change | 8,909 | $647K |
| Beverly Hills Private Wealth, LLC | 0.14% | Add +9.6% | 8,884 | $645K |
| Sandhill Capital Partners LLC | 0.05% | No change | 8,861 | $644K |
| FSC Wealth Advisors, LLC | 0.47% | Add +1.9% | 8,841 | $642K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +31.0% | 8,828 | $641K |
| Cedrus LLC | 0.32% | Add +0.5% | 8,824 | $641K |
| Hengehold Capital Management LLC | 0.07% | Reduce -25.1% | 8,811 | $640K |
| Gryphon Financial Partners LLC | 0.10% | New | 8,790 | $639K |
| Cornell Pochily Investment Advisors, Inc. | 0.24% | New | 7,388 | $637K |
| Headinvest, LLC | 0.13% | Add +1.4% | 8,764 | $637K |
| Maripau Wealth Management LLC | 0.43% | Reduce -13.5% | 8,712 | $633K |
| GAMMA Investing LLC | 0.09% | Add +39.5% | 8,674 | $630K |
| First National Bank Sioux Falls | 0.32% | No change | 8,607 | $625K |
| Bar Harbor Wealth Management | 0.04% | Add +53.1% | 8,582 | $623K |
| RDA Financial Network | 0.20% | Reduce -10.8% | 8,575 | $623K |
| Ethos Financial Group, LLC | 0.11% | Add +3.8% | 8,528 | $619K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.05% | Reduce -8.8% | 8,515 | $619K |
| Atlantic Union Bankshares Corp | 0.04% | Add +165.6% | 8,501 | $617K |
| Trust Co. of Vermont | 0.03% | Add +12.3% | 8,438 | $613K |
| First American Trust, FSB | 0.06% | Reduce -46.0% | 8,435 | $613K |
| First National Bank of Hutchinson | 0.39% | No change | 8,414 | $611K |
| GW&K Investment Management, LLC | 0.01% | No change | 8,380 | $609K |
| KWB Wealth | 0.08% | No change | 8,199 | $609K |
| Glass Jacobson Investment Advisors llc | 0.22% | Add +2.1% | 8,376 | $608K |
| Modern Wealth Management, LLC | 0.04% | Reduce -1.0% | 8,339 | $606K |
| Quad-Cities Investment Group, LLC | 0.33% | Reduce -3.6% | 8,287 | $602K |
| SOA Wealth Advisors, LLC. | 0.12% | Add +2.3% | 8,272 | $601K |
| Girard Partners LTD. | 0.06% | Reduce -4.1% | 8,266 | $600K |
| Raymond James Trust Co. of NH | 5.58% | Add +0.0% | 8,256 | $600K |
| tru Independence LLC | 0.18% | Reduce -23.8% | 8,240 | $599K |
| New World Advisors LLC | 0.17% | Add +1.5% | 8,187 | $595K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -4.9% | 8,161 | $593K |
| Fiduciary Family Office, LLC | 0.23% | Reduce -14.8% | 8,150 | $592K |
| Peak Planning Group, LLC | 0.29% | Add +99.8% | 8,112 | $589K |
| City Holding Co. | 0.09% | No change | 8,003 | $581K |
| United Advisor Group, LLC | 0.18% | Add +26.4% | 7,989 | $580K |
| Armstrong, Fleming & Moore, Inc | 0.37% | No change | 7,921 | $575K |
| Cypress Point Wealth Management, LLC | 0.27% | No change | 7,914 | $575K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Add +8.7% | 7,912 | $575K |
| Wintrust Investments LLC | 0.05% | Add +7.2% | 7,906 | $574K |
| CreativeOne Wealth, LLC | 0.03% | Reduce -61.8% | 7,863 | $571K |
| Sachem Hill LLC | 0.12% | Add +1.3% | 7,844 | $570K |
| BlackDiamond Wealth Management, LLC | 0.37% | Add +146.3% | 7,881 | $565K |
| Enzi Wealth | 0.25% | Reduce -0.9% | 7,600 | $564K |
| Selective Wealth Management, Inc. | 0.25% | Add +2.5% | 7,655 | $564K |
| Maple Capital Management, Inc. | 0.05% | Add +169.8% | 7,704 | $560K |
| WealthShield Partners, LLC | 0.08% | Reduce -5.6% | 7,661 | $556K |
| Regatta Capital Group, LLC | 0.12% | Reduce -7.3% | 7,628 | $554K |
| Planning Alternatives Ltd. | 0.09% | Reduce -6.4% | 7,620 | $553K |
| Olistico Wealth, LLC | 0.35% | Reduce -36.4% | 7,542 | $548K |
| Legacy Private Trust Co. | 0.04% | No change | 7,540 | $548K |
| RVW Wealth, LLC | 0.05% | No change | 7,536 | $547K |
| Chicago Wealth Management, Inc. | 0.31% | Add +1.1% | 7,477 | $543K |
| Armor Investment Advisors, LLC | 0.25% | No change | 7,470 | $543K |
| Inscription Capital, LLC | 0.09% | No change | 7,468 | $542K |
| Concorde Asset Management, LLC | 0.33% | Add +15.4% | 7,464 | $542K |
| Davis R M Inc. | 0.01% | New | 7,464 | $542K |
| Live Oak Private Wealth LLC | 0.09% | Add +12.4% | 7,457 | $542K |
| Pinnacle Associates Ltd. | 0.01% | Add +23.5% | 7,446 | $541K |
| Northwest Investment Counselors, LLC | 0.13% | Add +0.2% | 7,417 | $539K |
| Continental Investors Services, Inc. | 1.19% | Add +64.1% | 7,373 | $536K |
| Founders Financial Alliance, LLC | 0.16% | Reduce -1.2% | 7,370 | $535K |
| Elevation Wealth Partners, LLC | 0.25% | Add +1.3% | 7,361 | $535K |
| Well Done, LLC | 0.11% | Reduce -7.7% | 7,351 | $534K |
| Blue Chip Partners, LLC | 0.05% | Add +1.8% | 7,349 | $534K |
| Naples Global Advisors, LLC | 0.05% | Reduce -0.1% | 7,277 | $529K |
| Russell Investments Group, Ltd. | 0.00% | Add +38.0% | 7,247 | $526K |
| Archer Investment Corp | 0.15% | Add +0.9% | 7,222 | $525K |
| CFO4Life Group, LLC | 0.10% | No change | 7,210 | $524K |
| Cypress Wealth Services, LLC | 0.12% | Reduce -2.6% | 7,177 | $521K |
| Tidemark, LLC | 0.24% | Add +5.0% | 7,173 | $521K |
| Heritage Wealth Management, Inc. | 0.17% | — | 6,998 | $520K |
| Vantage Financial Partners Ltd., Inc. | 0.13% | Reduce -96.3% | 7,122 | $517K |
| BCGM Wealth Management, LLC | 0.18% | Reduce -10.5% | 7,091 | $515K |
| Key Financial Inc | 0.12% | Add +11.9% | 7,087 | $515K |
| Private Wealth Partners, LLC | 0.04% | No change | 7,081 | $514K |
| Hilltop Wealth Advisors, LLC | 0.26% | Reduce -0.1% | 7,070 | $514K |
| Institute for Wealth Management, LLC. | 0.07% | New | 7,068 | $513K |
| Simmons Bank | 0.04% | Add +1.4% | 7,017 | $510K |
| Meridian Management Co. | 0.14% | Add +19.1% | 7,011 | $509K |
| Douglass Winthrop Advisors, LLC | 0.01% | Reduce -14.3% | 6,990 | $508K |
| CPA Asset Management Group, LLC | 0.27% | Reduce -9.9% | 6,956 | $505K |
| BluePointe Capital Management, LLC | 0.34% | Reduce -0.5% | 6,955 | $505K |
| Partners in Financial Planning | 0.11% | Add +1.1% | 6,946 | $505K |
| Jacobi Capital Management LLC | 0.04% | Add +50.5% | 6,826 | $496K |
| Ironwood Financial, llc | 0.11% | Reduce -7.2% | 6,804 | $494K |
| Ackerman Capital Advisors, LLC | 0.13% | No change | 6,801 | $494K |
| HM Payson & Co. | 0.01% | Reduce -4.1% | 6,769 | $492K |
| Mosaic Family Wealth Partners, LLC | 0.08% | Add +4.8% | 6,701 | $487K |
| Sebold Capital Management, Inc. | 0.34% | Reduce -17.0% | 6,679 | $485K |
| Petra Financial Advisors Inc. | 0.35% | Reduce -1.1% | 6,670 | $485K |
| Capital Group Private Client Services, Inc. | 0.00% | Add +1.8% | 6,631 | $482K |
| Oarsman Capital, Inc. | 0.11% | Add +77.0% | 6,594 | $479K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 6,548 | $476K |
| Sprinkle Financial Consultants LLC | 0.37% | Reduce -7.8% | 6,535 | $475K |
| Smith Thornton Advisors LLC | 0.35% | — | 6,515 | $473K |
| Prudential PLC | 0.00% | Reduce -43.5% | 6,500 | $472K |
| Kohmann Bosshard Financial Services, LLC | 0.06% | Reduce -1.9% | 6,457 | $469K |
| Millennium Management | 0.00% | Reduce -92.9% | 6,388 | $464K |
| Gradient Capital Advisors, LLC | 0.17% | Reduce -3.3% | 6,368 | $463K |
| Schrum Private Wealth Management LLC | 0.42% | Add +14.6% | 6,366 | $462K |
| Ally Invest Advisors Inc. | 0.04% | Add +1.8% | 6,321 | $459K |
| Red Door Wealth Management, LLC | 0.08% | Add +9.7% | 6,309 | $458K |
| Richardson Financial Services Inc. | 0.33% | Reduce -2.2% | 6,300 | $458K |
| Keudell/Morrison Wealth Management | 0.13% | Add +4.6% | 6,289 | $457K |
| Accredited Investors Inc. | 0.03% | Reduce -4.9% | 6,264 | $455K |
| Smith, Moore & Co. | 0.05% | Add +42.1% | 6,258 | $455K |
| Schneider Downs Wealth Management Advisors, LP | 0.10% | Reduce -21.9% | 6,257 | $455K |
| Ascentis Independent Advisors | 0.09% | — | 6,251 | $454K |
| Northeast Financial Group, Inc. | 0.19% | Reduce -6.0% | 6,240 | $453K |
| HUB Investment Partners, LLC | 0.02% | Reduce -13.1% | 6,227 | $452K |
| Joel Isaacson & Co., LLC | 0.02% | Add +1.6% | 6,199 | $450K |
| Morton Capital Management LLC | 0.11% | Reduce -3.8% | 6,183 | $449K |
| Townsend Asset Management Corp. /NC/ | 0.17% | Add +0.2% | 6,171 | $448K |
| MontVue Capital Management, Inc. | 0.36% | Reduce -1.5% | 6,148 | $447K |
| Formidable Asset Management, LLC | 0.07% | Add +61.1% | 6,117 | $444K |
| American Capital Advisory, LLC | 0.32% | Reduce -55.2% | 6,312 | $444K |
| Wolff Wiese Magana LLC | 0.35% | Add +48.1% | 6,110 | $444K |
| Rathbones Group PLC | 0.00% | No change | 6,100 | $443K |
| LPF Advisors LLC | 0.41% | New | 6,090 | $442K |
| Kovack Advisors, Inc. | 0.05% | Reduce -6.5% | 6,087 | $442K |
| Clarkston Capital Partners, LLC | 0.01% | Add +2.7% | 6,086 | $442K |
| LifePro Asset Management | 0.31% | Add +6.7% | 6,038 | $439K |
| Keel Point, LLC | 0.04% | Add +7.1% | 5,991 | $438K |
| Community Financial Services Group, LLC | 0.09% | Reduce -18.6% | 5,993 | $435K |
| Abbrea Capital, LLC | 0.06% | Reduce -2.7% | 5,987 | $435K |
| CBIZ Investment Advisory Services, LLC | 0.02% | Add +17.6% | 5,975 | $434K |
| DDFG, Inc | 0.13% | Add +0.9% | 5,966 | $433K |
| My Legacy Advisors, LLC | 0.14% | Reduce -5.6% | 5,943 | $432K |
| Inlet Private Wealth, LLC | 0.12% | Add +12.7% | 5,919 | $430K |
| MBA Advisors LLC | 0.22% | Reduce -13.9% | 5,908 | $429K |
| Financial Management Professionals, Inc. | 0.06% | Reduce -16.1% | 5,887 | $428K |
| Elite Life Management LLC | 1.66% | No change | 5,884 | $427K |
| Focus Financial Network, Inc. | 0.02% | Reduce -0.7% | 5,678 | $426K |
| Radnor Capital Management, LLC | 0.13% | Reduce -0.1% | 5,852 | $425K |
| Mayfair Advisory Group, LLC | 0.29% | No change | 5,577 | $422K |
| D'Orazio & Associates, Inc. | 0.06% | Add +0.6% | 5,809 | $422K |
| Kraft, Davis & Associates, LLC | 0.13% | Reduce -2.5% | 5,702 | $421K |
| Sensible Money, LLC | 0.20% | Add +14.1% | 5,745 | $417K |
| Birch Hill Investment Advisors LLC | 0.02% | No change | 5,739 | $417K |
| High Falls Advisors, Inc | 0.10% | Reduce -11.9% | 5,716 | $415K |
| Secure Asset Management, LLC | 0.08% | Add +9.0% | 5,696 | $414K |
| RTD Financial Advisors, Inc. | 0.06% | Reduce -0.7% | 5,672 | $412K |
| Advisor OS, LLC | 0.05% | Add +0.0% | 5,665 | $412K |
| Leverty Financial Group, LLC | 0.24% | Add +0.2% | 5,644 | $410K |
| Marble Harbor Investment Counsel, LLC | 0.05% | Reduce -1.1% | 5,623 | $408K |
| MidAtlantic Capital Management, Inc. | 0.34% | No change | 5,621 | $408K |
| Burke & Herbert Bank & Trust Co. | 0.10% | No change | 5,613 | $408K |
| Mullaney, Keating & Wright, Inc. | 0.32% | — | 5,608 | $407K |
| Berkeley, Inc | 0.25% | Reduce -16.5% | 5,608 | $407K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -1.8% | 5,596 | $407K |
| International Private Wealth Advisors LLC | 0.68% | Reduce -14.4% | 5,587 | $406K |
| Capasso Planning Partners LLC | 0.13% | Reduce -0.1% | 5,581 | $405K |
| Voisard Asset Management Group, Inc. | 0.20% | No change | 5,577 | $405K |
| Thomasville National Bank | 0.03% | No change | 5,575 | $405K |
| TCI Wealth Advisors, Inc. | 0.04% | New | 5,566 | $404K |
| Maryland Capital Advisors Inc. | 0.22% | No change | 5,548 | $403K |
| Little House Capital LLC | 0.13% | Reduce -4.0% | 5,521 | $401K |
| Olde Wealth Management, LLC | 0.15% | New | 5,528 | $401K |
| Appleton Partners Inc. | 0.03% | Reduce -2.8% | 5,515 | $401K |
| QRG Capital Management, Inc. | 0.00% | Add +23.1% | 5,511 | $400K |
| Team Hewins, LLC | 0.17% | Add +21.4% | 5,492 | $399K |
| MainStreet Investment Advisors LLC | 0.05% | New | 5,480 | $398K |
| Financial Life Advisors | 0.16% | Reduce -15.6% | 5,476 | $398K |
| Quantum Private Wealth, LLC | 0.14% | New | 5,472 | $397K |
| Mendota Financial Group, LLC | 0.21% | No change | 5,471 | $397K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.03% | No change | 5,466 | $397K |
| Clear Creek Financial Management, LLC | 0.05% | Add +1.1% | 5,441 | $395K |
| EnRich Financial Partners LLC | 0.14% | New | 5,434 | $395K |
| Investors Research Corp | 0.09% | Add +13.2% | 5,430 | $394K |
| United Bank | 0.05% | Add +1.1% | 5,416 | $393K |
| Tran Capital Management, L.P. | 0.05% | No change | 5,400 | $392K |
| Phillips Wealth Planners LLC | 0.41% | Add +2.1% | 5,237 | $391K |
| Root Financial Partners, LLC | 0.09% | Add +8.0% | 5,373 | $390K |
| Efficient Advisors, LLC | 0.03% | Reduce -17.5% | 5,369 | $390K |
| Bourgeon Capital Management LLC | 0.08% | No change | 5,366 | $390K |
| KFA Private Wealth Group, LLC | 0.20% | Reduce -30.4% | 5,364 | $390K |
| Golden Road Advisors LLC | 0.32% | Reduce -0.7% | 5,279 | $389K |
| MAS Advisors LLC | 0.92% | Reduce -81.6% | 5,330 | $387K |
| Trust Co | 0.05% | New | 5,323 | $387K |
| Berger Financial Group, Inc | 0.03% | Add +1.3% | 5,301 | $385K |
| Strategic Financial Concepts, LLC | 0.22% | Add +3001.3% | 365,578 | $383K |
| Range Financial Group LLC | 0.20% | Reduce -22.7% | 5,266 | $383K |
| Elgethun Capital Management | 0.10% | Add +0.4% | 5,235 | $380K |
| Gould Asset Management LLC | 0.09% | No change | 5,222 | $379K |
| Rosenberg Matthew Hamilton | 0.11% | Add +98.2% | 5,196 | $378K |
| Obermeyer Wealth Partners | 0.02% | Reduce -11.0% | 5,185 | $377K |
| ShoreHaven Wealth Partners, LLC | 0.20% | Reduce -44.4% | 5,155 | $374K |
| Gentry Private Wealth, LLC | 0.33% | — | 5,126 | $372K |
| Adams Wealth Management | 0.09% | Reduce -5.6% | 5,121 | $372K |
| CacheTech Inc. | 0.09% | — | 5,121 | $372K |
| Hills Bank & Trust Co | 0.03% | No change | 5,117 | $372K |
| Round Rock Advisors LLC | 0.09% | Reduce -48.7% | 5,113 | $371K |
| GSG Advisors LLC | 0.13% | Add +15.8% | 5,088 | $370K |
| Summit Investment Advisory Services, LLC | 0.43% | Add +4.8% | 5,087 | $370K |
| Dakota Wealth Management | 0.01% | Add +4.2% | 5,067 | $368K |
| Financial Perspectives, Inc | 0.14% | Add +19.5% | 5,061 | $368K |
| MJP Associates Inc. | 0.08% | Add +5.6% | 5,048 | $367K |
| Northwest Capital Management Inc | 0.13% | Reduce -15.2% | 5,042 | $366K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -17.0% | 5,008 | $364K |
| Amplius Wealth Advisors, LLC | 0.04% | Reduce -14.4% | 4,978 | $362K |
| Anchor Capital Advisors LLC | 0.01% | Add +2.2% | 4,975 | $361K |
| Simplex Trading, LLC | 0.01% | New | 4,970 | $361K |
| Vertex Planning Partners, LLC | 0.09% | Reduce -40.6% | 4,948 | $359K |
| Metis Global Partners, LLC | 0.01% | New | 4,946 | $359K |
| Sound Income Strategies, LLC | 0.02% | Add +0.9% | 4,913 | $357K |
| Modus Advisors, LLC | 0.13% | No change | 4,910 | $357K |
| Fortitude Family Office, LLC | 0.20% | No change | 4,903 | $356K |
| TrinityPoint Wealth, LLC | 0.06% | Add +9.2% | 4,897 | $356K |
| Chapin Davis, Inc. | 0.12% | Add +38.2% | 4,896 | $356K |
| CoreCap Advisors, LLC | 0.04% | Reduce -4.6% | 4,885 | $355K |
| Burt Wealth Advisors | 0.09% | Reduce -0.7% | 4,833 | $351K |
| MorganRosel Wealth Management, LLC | 0.12% | No change | 4,809 | $349K |
| Cairn Investment Group, Inc. | 0.20% | Reduce -4.8% | 4,811 | $349K |
| Twelve Points Wealth Management LLC | 0.12% | Add +0.2% | 4,785 | $348K |
| TPG Financial Advisors, LLC | 0.16% | — | 4,783 | $347K |
| Stolper Co | 0.12% | Reduce -2.6% | 4,746 | $345K |
| Belpointe Asset Management LLC | 0.02% | Add +2.3% | 4,719 | $343K |
| Blue Barn Wealth, LLC | 0.19% | Add +2.3% | 4,730 | $342K |
| Lowe Wealth Advisors, LLC | 0.16% | Reduce -13.7% | 4,707 | $342K |
| Ballast Advisors LLC | 0.11% | Add +5.4% | 4,669 | $339K |
| Dearborn Partners LLC | 0.01% | New | 4,612 | $335K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -7.2% | 4,622 | $335K |
| SpiderRock Advisors, LLC | 0.01% | Reduce -0.0% | 4,606 | $335K |
| Alamar Capital Management, LLC | 0.20% | — | 4,592 | $334K |
| Keb Asset Management, LLC | 0.11% | Add +0.1% | 4,590 | $333K |
| Satovsky Asset Management LLC | 0.08% | Add +3.8% | 4,588 | $333K |
| ETF Store, Inc. | 0.34% | Reduce -60.6% | 4,586 | $333K |
| Madison Asset Management, LLC | 0.00% | No change | 4,581 | $333K |
| Brown, Lisle/Cummings, Inc. | 0.11% | No change | 4,569 | $332K |
| Sentinel Pension Advisors, LLC | 0.07% | Add +0.2% | 4,547 | $330K |
| Equita Financial Network, Inc. | 0.14% | New | 4,541 | $330K |
| Sage Mountain Advisors LLC | 0.03% | Add +30.0% | 4,536 | $330K |
| GM Advisory Group, LLC | 0.02% | Add +1.1% | 4,514 | $328K |
| Edgemoor Investment Advisors, Inc. | 0.03% | Reduce -1.4% | 4,512 | $328K |
| HRC Wealth Management, LLC | 0.22% | New | 4,485 | $326K |
| Total Wealth Planning, LLC | 0.05% | Add +2.4% | 4,300 | $325K |
| Trivium Point Advisory, LLC | 0.05% | New | 4,451 | $323K |
| Gries Financial LLC | 0.07% | Reduce -1.8% | 4,450 | $323K |
| KOM Wealth Management Group, LLC | 0.30% | Reduce -8.2% | 4,386 | $319K |
| Vista Investment Management | 0.13% | Reduce -0.2% | 4,383 | $318K |
| Gateway Wealth Partners, LLC | 0.10% | Add +9.7% | 4,382 | $318K |
| Norris Perne & French LLP | 0.02% | No change | 4,378 | $318K |
| Rowlandmiller & Partners.adv | 0.07% | No change | 4,358 | $317K |
| Theory Financial LLC | 0.15% | Reduce -43.2% | 4,356 | $316K |
| Insight Advisors, LLC/ PA | 0.06% | Add +20.4% | 4,351 | $316K |
| First Financial Corp. | 0.16% | No change | 4,345 | $316K |
| Argent Capital Management LLC | 0.01% | No change | 4,340 | $315K |
| Mosaic Financial Group, LLC | 0.23% | Add +0.9% | 4,316 | $314K |
| Curated Wealth Partners LLC | 0.04% | — | 4,294 | $312K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -9.2% | 4,293 | $312K |
| Camden National Bank | 0.05% | Add +23.2% | 4,269 | $310K |
| Christopher J. Hasenberg, Inc | 0.14% | Add +58.8% | 4,266 | $310K |
| GLOBALT Investments LLC / GA | 0.01% | Reduce -4.9% | 4,263 | $310K |
| Calydon Capital | 0.06% | No change | 4,255 | $309K |
| Tobias Financial Advisors, Inc. | 0.07% | Add +2.3% | 4,249 | $309K |
| Advocacy Wealth Management, LLC | 0.03% | Reduce -18.9% | 4,232 | $307K |
| Hyman Charles D | 0.02% | Add +0.7% | 4,194 | $305K |
| Embree Financial Group | 0.06% | Add +0.4% | 4,185 | $304K |
| American National Bank & Trust | 0.04% | Add +60.3% | 4,173 | $303K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -5.6% | 4,173 | $303K |
| Hibernia Wealth Partners, LLC | 0.11% | Reduce -25.3% | 4,172 | $303K |
| White Pine Capital LLC | 0.11% | No change | 4,130 | $300K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -24.9% | 4,275 | $300K |
| Burney Co./ | 0.01% | Reduce -2.2% | 4,121 | $299K |
| Register Financial Advisors LLC | 0.15% | Add +4.3% | 4,115 | $299K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 4,100 | $298K |
| Keebeck Wealth Management | 0.04% | Reduce -5.0% | 4,077 | $296K |
| Carnegie Investment Counsel | 0.01% | Reduce -75.5% | 4,070 | $296K |
| Goelzer Investment Management, Inc. | 0.02% | Reduce -2.4% | 4,068 | $296K |
| PCA Investment Advisory Services Inc. | 0.15% | Reduce -4.7% | 4,058 | $295K |
| Kathmere Capital Management, LLC | 0.03% | Reduce -0.1% | 4,053 | $294K |
| VERITY Wealth Advisors | 0.22% | No change | 4,050 | $294K |
| Cahill Wealth Management, LLC | 0.18% | Add +1.8% | 4,042 | $294K |
| Family Firm, Inc. | 0.07% | New | 4,027 | $293K |
| Ridgewood Investments LLC | 0.15% | No change | 4,016 | $292K |
| Howland Capital Management LLC | 0.01% | New | 4,014 | $292K |
| Optivise Advisory Services LLC | 0.16% | — | 4,000 | $291K |
| Nixon Peabody Trust Co. | 0.03% | No change | 4,000 | $291K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +0.1% | 3,993 | $290K |
| Tempus Wealth Planning, LLC | 0.12% | New | 3,980 | $289K |
| STAR Financial Bank | 0.22% | Add +32.4% | 3,973 | $289K |
| Landmark Wealth Management, LLC | 0.22% | Add +0.7% | 3,972 | $288K |
| Anchor Investment Management, LLC | 0.03% | No change | 3,964 | $288K |
| HBW Advisory Services LLC | 0.05% | Add +20.9% | 3,948 | $287K |
| Plante Moran Financial Advisors, LLC | 0.03% | Reduce -10.3% | 3,940 | $286K |
| Stonebridge Capital Advisors LLC | 0.03% | Add +17.9% | 3,929 | $285K |
| Jamison Private Wealth Management, Inc. | 0.05% | No change | 3,926 | $285K |
| Legacy Financial Group LLC | 0.06% | New | 3,872 | $281K |
| Trueblood Wealth Management, LLC | 0.16% | Add +3.9% | 3,868 | $281K |
| Beaumont Financial Advisors, LLC | 0.02% | Add +24.9% | 3,865 | $281K |
| Brand Asset Management Group, Inc. | 0.12% | Reduce -20.7% | 3,859 | $280K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Reduce -15.7% | 3,855 | $280K |
| PBMares Wealth Management LLC | 0.07% | Add +0.3% | 3,851 | $280K |
| Roberts Glore & Co. Inc. | 0.08% | Reduce -5.2% | 3,835 | $279K |
| Fortis Advisors, LLC | 0.20% | Add +12.2% | 3,812 | $277K |
| Forum Financial Management, LP | 0.01% | Add +8.7% | 3,801 | $276K |
| Hazlett, Burt & Watson, Inc. | 0.14% | Reduce -0.3% | 3,776 | $276K |
| Total Clarity Wealth Management, Inc. | 0.09% | Add +0.6% | 3,762 | $273K |
| Balanced Rock Investment Advisors LLC | 0.23% | No change | 3,759 | $273K |
| Thrive Capital Management, LLC | 0.12% | New | 3,752 | $273K |
| Seascape Capital Management | 0.10% | No change | 3,750 | $272K |
| Spirepoint Private Client, LLC | 0.04% | Reduce -11.8% | 3,728 | $271K |
| Retirement Planning Group, LLC | 0.02% | Add +0.1% | 3,697 | $269K |
| Gray Private Wealth, LLC | 0.17% | Reduce -4.0% | 3,695 | $268K |
| Alta Wealth Advisors LLC | 0.13% | Add +10.6% | 3,682 | $267K |
| Leo Wealth, LLC | 0.03% | Add +6.1% | 3,662 | $266K |
| MTM Financial Group, LLC | 0.17% | Add +34.5% | 3,659 | $266K |
| Atlas Private Wealth Advisors | 0.04% | New | 3,650 | $265K |
| Rockland Trust Co. | 0.01% | Reduce -8.2% | 3,646 | $265K |
| Key Client Fiduciary Advisors, LLC | 0.13% | Reduce -3.0% | 3,631 | $264K |
| Fiduciary Alliance LLC | 0.04% | Reduce -0.9% | 3,615 | $264K |
| Thrive Wealth Management, LLC | 0.05% | No change | 3,617 | $263K |
| Aureus Asset Management, LLC | 0.02% | No change | 3,613 | $262K |
| Hyperion Partners, LLC | 0.19% | Add +25.0% | 3,597 | $261K |
| Seneca Financial Advisors LLC | 0.13% | Add +27.0% | 3,555 | $258K |
| Hoge Financial Services, LLC | 0.21% | Add +1.8% | 3,538 | $257K |
| FSA Advisors, Inc. | 0.27% | Reduce -2.8% | 3,528 | $257K |
| Sfmg, LLC | 0.02% | Add +25.6% | 3,514 | $255K |
| Onyx Bridge Wealth Group LLC | 0.04% | Reduce -1.2% | 3,503 | $254K |
| Oxinas Partners, LLC | 0.17% | Add +0.1% | 3,496 | $254K |
| Centennial Bank | 0.12% | Add +13.3% | 3,493 | $254K |
| Stephens Inc. | 0.00% | Reduce -17.2% | 3,474 | $252K |
| Smithfield Trust Co | 0.01% | Add +167.2% | 3,447 | $251K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Add +81.5% | 3,309 | $250K |
| DF Dent & Co. Inc. | 0.00% | No change | 3,430 | $249K |
| Tradewinds, LLC. | 0.08% | Add +2.5% | 3,414 | $248K |
| Melfa Wealth Management, Inc. | 0.17% | Add +12.3% | 3,413 | $248K |
| Rise Advisors, LLC | 0.13% | Reduce -11.7% | 3,402 | $247K |
| Vermillion & White Wealth Management Group, LLC | 0.19% | Add +0.2% | 3,395 | $247K |
| Epic Trust Investment Advisors, LLC | 0.27% | Add +0.0% | 3,381 | $246K |
| Maiden Cove Capital, LLC | 0.53% | — | 3,317 | $245K |
| Gerber, LLC | 0.19% | No change | 3,357 | $244K |
| Pinnacle Financial Group, LLC / IL | 0.10% | No change | 3,350 | $243K |
| Gemmer Asset Management LLC | 0.03% | No change | 3,346 | $243K |
| Versant Capital Management, Inc | 0.06% | No change | 3,341 | $243K |
| Stiles Financial Services Inc | 0.09% | New | 3,339 | $243K |
| Jackson, Grant Investment Advisers, Inc. | 0.10% | Add +164.7% | 3,333 | $242K |
| Central Bank & Trust Co. | 0.03% | Add +5.4% | 3,331 | $242K |
| XML Financial, LLC | 0.02% | Add +0.1% | 3,328 | $242K |
| City State Bank | 0.10% | Reduce -0.1% | 3,320 | $241K |
| Altus Wealth Group LLC | 0.12% | Reduce -60.5% | 3,302 | $240K |
| Sheets Smith Wealth Management | 0.03% | Reduce -10.3% | 3,302 | $240K |
| Zullo Investment Group, Inc. | 0.10% | Reduce -10.5% | 3,289 | $239K |
| GenTrust, LLC | 0.01% | No change | 3,273 | $238K |
| West Wealth Group, LLC | 0.08% | New | 3,271 | $238K |
| HTLF Bank | 0.03% | Reduce -4.9% | 3,249 | $236K |
| Leelyn Smith, LLC | 0.05% | Add +2.5% | 3,230 | $235K |
| Cardinal Point Capital Management ULC | 0.04% | Add +4.9% | 3,230 | $235K |
| Johnson Financial Group, LLC | 0.03% | New | 3,226 | $234K |
| Detalus Advisors, LLC | 0.08% | Add +1.3% | 3,225 | $234K |
| Winthrop Advisory Group LLC | 0.03% | Reduce -39.3% | 3,225 | $234K |
| American Trust | 0.02% | Add +0.8% | 3,207 | $233K |
| Trust Co of the South | 0.06% | No change | 3,195 | $232K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -24.6% | 3,189 | $232K |
| Correct Capital Wealth Management | 0.05% | No change | 3,180 | $231K |
| Catalina Capital Group, LLC | 0.09% | Add +3.0% | 3,180 | $231K |
| Newton One Investments LLC | 0.10% | Add +1.8% | 3,176 | $231K |
| River Wealth Advisors LLC | 0.03% | Reduce -12.9% | 3,175 | $231K |
| Capital Advisors Wealth Management, LLC | 0.05% | No change | 3,171 | $230K |
| Vident Advisory, LLC | 0.01% | Reduce -5.7% | 3,156 | $229K |
| Bellwether Advisors, LLC | 0.05% | Add +0.1% | 3,145 | $228K |
| Private Wealth Management Group, LLC | 0.10% | Add +150.6% | 3,135 | $228K |
| Gill Capital Partners, LLC | 0.09% | No change | 3,133 | $228K |
| Emprise Bank | 0.14% | No change | 3,132 | $228K |
| Gitterman Wealth Management, LLC | 0.09% | No change | 3,132 | $227K |
| Baron Financial Group, LLC | 0.14% | Add +0.5% | 3,131 | $227K |
| Rothschild Capital Partners, LLC | 0.06% | New | 3,129 | $227K |
| Lynx Investment Advisory | 0.17% | — | 3,128 | $227K |
| Mirador Capital Partners LP | 0.04% | Add +0.0% | 3,127 | $227K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -34.0% | 3,123 | $227K |
| Concord Wealth Partners | 0.04% | Reduce -12.6% | 3,101 | $225K |
| Somerset Trust Co | 0.09% | No change | 3,098 | $225K |
| Running Point Capital Advisors, LLC | 0.09% | Add +3.1% | 3,088 | $224K |
| Absolute Capital Management, LLC | 0.14% | Add +10.0% | 3,070 | $223K |
| Glassman Wealth Services | 0.04% | No change | 3,070 | $223K |
| Gradient Investments LLC | 0.01% | Add +242.5% | 3,069 | $223K |
| Guerra Pan Advisors, LLC | 0.19% | No change | 3,066 | $223K |
| Foundation Wealth Management, LLC | 0.17% | New | 3,047 | $221K |
| Princeton Global Asset Management LLC | 0.05% | Add +392.4% | 3,043 | $221K |
| Prosperity Planning, Inc. | 0.08% | Reduce -1.2% | 3,038 | $221K |
| Newman Dignan & Sheerar, Inc. | 0.06% | Add +9.0% | 3,031 | $220K |
| Proffitt & Goodson Inc. | 0.04% | No change | 3,031 | $220K |
| LaSalle St. Investment Advisors, LLC | 0.11% | Add +6.3% | 3,026 | $220K |
| Sugarloaf Wealth Management, LLC | 0.04% | No change | 3,014 | $219K |
| Moloney Securities Asset Management, LLC | 0.03% | New | 3,012 | $219K |
| Private Ocean, LLC | 0.02% | No change | 3,005 | $218K |
| ESL Trust Services, LLC | 0.05% | No change | 2,984 | $217K |
| ProVise Management Group, LLC | 0.02% | Reduce -2.7% | 2,984 | $217K |
| Creekmur Asset Management LLC | 0.06% | Add +1.7% | 2,979 | $216K |
| WealthBridge Capital Management, LLC | 0.07% | No change | 2,979 | $216K |
| WMS Partners, LLC | 0.01% | Reduce -2.5% | 2,977 | $216K |
| Cassady Schiller Wealth Management, LLC | 0.09% | No change | 2,971 | $216K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -14.3% | 2,971 | $216K |
| Taylor Financial Group, Inc. | 0.17% | No change | 2,958 | $215K |
| Twin Peaks Wealth Advisors, LLC | 0.11% | Reduce -16.6% | 2,948 | $214K |
| HighMark Wealth Management LLC | 0.13% | Reduce -5.0% | 2,933 | $213K |
| AlphaStar Capital Management, LLC | 0.02% | New | 2,932 | $213K |
| Clifford Swan Investment Counsel LLC | 0.01% | Reduce -2.2% | 2,889 | $210K |
| Titleist Asset Management, LLC | 0.03% | Add +5.4% | 2,871 | $209K |
| Tanglewood Legacy Advisors, LLC | 0.10% | No change | 2,862 | $208K |
| Atlas Brown,Inc. | 0.07% | New | 2,853 | $207K |
| Fortitude Advisory Group L.L.C. | 0.12% | No change | 2,850 | $207K |
| Harbor Advisory Corp. | 0.07% | No change | 2,849 | $207K |
| Wealth Forward, LLC | 0.16% | No change | 2,826 | $205K |
| Innova Wealth Partners | 0.15% | New | 2,817 | $205K |
| Christensen, King & Associates Investment Services, Inc. | 0.10% | Add +0.0% | 2,795 | $203K |
| 49 Wealth Management, LLC | 0.04% | New | 2,787 | $203K |
| Keener Financial Planning LLC | 0.13% | Reduce -36.0% | 2,792 | $202K |
| Wealthgate Family Office, LLC | 0.50% | No change | 2,774 | $202K |
| Adamsbrown Wealth Consultants LLC | 0.08% | New | 2,769 | $201K |
| Pathway Financial Advisors LLC | 0.05% | New | 2,766 | $201K |
| Activest Wealth Management | 0.06% | New | 2,711 | $197K |
| Rothschild Investment LLC | 0.01% | No change | 2,710 | $197K |
| Scarborough Advisors, LLC | 0.08% | Add +1.5% | 2,699 | $196K |
| St Germain D J Co. Inc. | 0.01% | Add +12.2% | 2,681 | $195K |
| Frazier Financial Advisors, LLC | 0.15% | Add +1.9% | 2,646 | $192K |
| Sanctuary Wealth Management, L.L.C. | 0.14% | No change | 2,560 | $186K |
| Mascoma Wealth Management LLC | 0.05% | No change | 2,465 | $179K |
| Armstrong Advisory Group, Inc. | 0.02% | Add +0.0% | 2,459 | $179K |
| Arax Advisory Partners | 0.02% | Add +42.5% | 2,402 | $174K |
| TCTC Holdings, LLC | 0.01% | Add +0.1% | 2,381 | $173K |
| PSI Advisors, LLC | 0.05% | No change | 2,377 | $173K |
| Clearstead Trust, LLC | 0.04% | No change | 2,331 | $169K |
| Richardson Capital Management LLC | 0.13% | Reduce -5.2% | 2,318 | $168K |
| ICA Group Wealth Management, LLC | 0.10% | Reduce -89.7% | 2,283 | $166K |
| Coppell Advisory Solutions LLC | 0.03% | — | 2,245 | $163K |
| Ashton Thomas Securities, LLC | 0.04% | — | 2,185 | $161K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 2,199 | $160K |
| Evermay Wealth Management LLC | 0.03% | Add +24.2% | 2,168 | $157K |
| Householder Group Estate & Retirement Specialist, LLC | 0.04% | Add +0.7% | 2,128 | $154K |
| Atwood & Palmer Inc. | 0.01% | No change | 2,079 | $151K |
| Bogart Wealth, LLC | 0.01% | Reduce -7.8% | 2,047 | $149K |
| Avondale Wealth Management | 0.10% | Reduce -60.0% | 2,000 | $145K |
| Pacifica Partners Inc. | 0.06% | No change | 1,966 | $145K |
| Cypress Capital, LLC | 0.04% | New | 1,989 | $144K |
| Transcendent Capital Group LLC | 0.08% | Add +1.1% | 1,983 | $144K |
| Pineridge Advisors LLC | 0.05% | Reduce -17.6% | 1,981 | $144K |
| Beacon Capital Management, LLC | 0.03% | Add +45.9% | 1,975 | $143K |
| Motco | 0.01% | Reduce -54.7% | 1,929 | $140K |
| First PREMIER Bank | 0.04% | No change | 1,898 | $138K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.04% | Add +0.1% | 1,840 | $134K |
| Lanark Financial, Inc. | 0.01% | Add +1.0% | 1,838 | $133K |
| Optimum Investment Advisors | 0.06% | Add +4.6% | 1,821 | $132K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +53.2% | 1,811 | $132K |
| Indiana Trust & Investment Management Co | 0.05% | Reduce -37.6% | 1,796 | $130K |
| Signature Resources Capital Management, LLC | 0.10% | Reduce -3.7% | 1,732 | $126K |
| Provident Wealth Management, LLC | 0.05% | New | 1,724 | $125K |
| Clear Point Advisors Inc. | 0.10% | Add +1.3% | 1,632 | $119K |
| LFA - Lugano Financial Advisors SA | 0.09% | Add +2.9% | 1,628 | $118K |
| Bradley & Co. Private Wealth Management, LLC | 0.09% | No change | 1,617 | $117K |
| Chilton Capital Management LLC | 0.01% | Reduce -30.3% | 1,599 | $116K |
| Tradewinds Capital Management, LLC | 0.03% | Add +403.5% | 1,571 | $114K |
| Fairman Group, LLC | 0.11% | Add +86.7% | 1,553 | $113K |
| LGT Financial Advisors LLC | 0.23% | Reduce -73.8% | 1,511 | $110K |
| Stone House Investment Management, LLC | 0.03% | Reduce -7.3% | 1,488 | $108K |
| Compass Wealth Management LLC | 0.03% | Reduce -57.5% | 1,477 | $107K |
| Kopp Family Office, LLC | 0.06% | No change | 1,400 | $102K |
| Citizens National Bank Trust Department | 0.02% | No change | 1,350 | $98K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 1,329 | $97K |
| Spotlight Asset Group, Inc. | 0.06% | Reduce -13.5% | 1,280 | $93K |
| Robinswood Financial LLC | 0.04% | New | 1,277 | $93K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 1,235 | $90K |
| Carmichael Hill & Associates, Inc. | 0.04% | Reduce -1.1% | 1,228 | $89K |
| Covestor Ltd | 0.06% | Reduce -3.8% | 1,222 | $89K |
| Angeles Wealth Management, LLC | 0.01% | No change | 1,187 | $86K |
| GFS Advisors, LLC | 0.01% | New | 13,326 | $84K |
| Financial Connections Group, Inc. | 0.04% | Add +43.8% | 1,150 | $83K |
| Arcadia Investment Management Corp. | 0.01% | No change | 1,132 | $82K |
| Tacita Capital Inc | 0.06% | No change | 1,130 | $82K |
| Delta Asset Management LLC | 0.01% | No change | 1,130 | $82K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,092 | $79K |
| Cornerstone Planning Group LLC | 0.02% | Add +8.4% | 1,129 | $79K |
| WR Wealth Planners, LLC | 0.02% | Reduce -8.2% | 1,081 | $79K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 1,071 | $78K |
| Caldwell Sutter Capital, Inc. | 0.04% | No change | 1,054 | $77K |
| Cliffwater LLC | 0.02% | No change | 1,036 | $75K |
| SRH Advisors, LLC | 0.03% | No change | 1,026 | $75K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +12.2% | 968 | $70K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -57.4% | 945 | $69K |
| HHM Wealth Advisors, LLC | 0.01% | Add +30.9% | 933 | $68K |
| Main Street Group, LTD | 0.03% | No change | 925 | $67K |
| CarsonAllaria Wealth Management, Ltd. | 0.04% | Reduce -7.9% | 922 | $67K |
| Thompson Investment Management, Inc. | 0.01% | No change | 879 | $64K |
| Front Row Advisors LLC | 0.02% | No change | 868 | $63K |
| PFS Partners, LLC | 0.04% | Add +0.1% | 838 | $61K |
| Beaird Harris Wealth Management, LLC | 0.01% | Add +92.2% | 832 | $60K |
| Great Lakes Retirement, Inc. | 0.01% | New | 809 | $59K |
| Baldwin Wealth Partners LLC | 0.00% | Add +76.9% | 805 | $58K |
| Timber Creek Capital Management LLC | 0.02% | No change | 790 | $57K |
| Lindbrook Capital, LLC | 0.01% | No change | 788 | $57K |
| Redwood Wealth Management Group, LLC | 0.04% | New | 781 | $57K |
| IAG Wealth Partners, LLC | 0.01% | Add +0.0% | 749 | $54K |
| Missouri Trust & Investment Co | 0.02% | Reduce -12.5% | 700 | $51K |
| Sittner & Nelson, LLC | 0.02% | No change | 696 | $51K |
| Belmont Capital, LLC | 0.01% | New | 695 | $50K |
| Chris Bulman Inc | 0.03% | — | 695 | $50K |
| MTM Investment Management, LLC | 0.02% | Reduce -33.1% | 680 | $49K |
| Optiver Holding B.V. | 0.00% | Add +420.2% | 671 | $49K |
| First Personal Financial Services | 0.01% | No change | 665 | $48K |
| Davis Capital Management | 0.04% | No change | 654 | $48K |
| New York State Common Retirement Fund | 0.00% | Reduce -31.6% | 654 | $48K |
| Aspire Private Capital, LLC | 0.01% | Reduce -10.1% | 650 | $47K |
| Pin Oak Investment Advisors Inc. | 0.04% | No change | 615 | $45K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 600 | $44K |
| Wiser Advisor Group LLC | 0.07% | New | 591 | $43K |
| Piscataqua Savings Bank | 0.04% | No change | 583 | $42K |
| Tucker Asset Management LLC | 0.01% | Add +60.5% | 568 | $41K |
| M&R Capital Management Inc. | 0.01% | No change | 550 | $40K |
| Kimelman & Baird, LLC | 0.00% | — | 542 | $39K |
| Rice Partnership, LLC | 0.01% | New | 538 | $39K |
| Criterion Capital Advisors, LLC | 0.02% | No change | 531 | $39K |
| AllSquare Wealth Management LLC | 0.02% | Add +142.5% | 531 | $39K |
| Financial Network Wealth Advisors LLC | 0.03% | New | 510 | $37K |
| NFSG Corp | 0.01% | Reduce -75.8% | 506 | $37K |
| Cape Investment Advisory, Inc. | 0.02% | No change | 498 | $36K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Add +47.3% | 492 | $36K |
| Pingora Partners LLC | 0.03% | No change | 485 | $35K |
| Blume Capital Management, Inc. | 0.01% | No change | 477 | $35K |
| Kelly Financial Services LLC | 0.01% | Reduce -13.4% | 466 | $34K |
| Arrow Financial Corp | 0.00% | No change | 457 | $33K |
| First Community Trust NA | 0.03% | No change | 443 | $32K |
| First Pacific Financial | 0.01% | Reduce -30.9% | 437 | $32K |
| Kiely Wealth Advisory Group, Inc. | 0.02% | New | 410 | $29K |
| Arcadia Investment Advisors LLC | 0.02% | No change | 397 | $29K |
| Janiczek Wealth Management, LLC | 0.01% | Reduce -6.2% | 394 | $29K |
| Peoples Bank | 0.02% | No change | 375 | $27K |
| Hanson & Doremus Investment Management | 0.00% | No change | 364 | $26K |
| Horizons Wealth Management | 0.02% | No change | 321 | $24K |
| Perkins Coie Trust Co | 0.01% | No change | 316 | $23K |
| Pacific Center for Financial Services | 0.01% | No change | 314 | $23K |
| AlphaMark Advisors, LLC | 0.01% | Reduce -14.3% | 300 | $22K |
| Bank of New Hampshire | 0.01% | No change | 300 | $22K |
| Emfo, LLC | 0.02% | No change | 278 | $20K |
| VitalStone Financial, LLC | 0.01% | New | 277 | $20K |
| ZynergyRetirementPlanningLLC | 0.01% | — | 266 | $19K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 242 | $18K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 245 | $18K |
| Guardian Wealth Management, Inc. | 0.01% | Add +2.1% | 241 | $17K |
| Strategic Investment Solutions, Inc. | 0.01% | — | 223 | $17K |
| Country Trust Bank | 0.00% | New | 225 | $16K |
| Castleview Partners, LLC | 0.01% | No change | 224 | $16K |
| SJS Investment Consulting Inc. | 0.00% | No change | 222 | $16K |
| Valley National Advisers Inc. | 0.00% | No change | 224 | $16K |
| Abich Financial Wealth Management LLC | 0.01% | Add +560.6% | 218 | $16K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -23.7% | 203 | $15K |
| Aviso Financial Inc. | 0.00% | — | 194 | $14K |
| Bank & Trust Co | 0.01% | — | 188 | $14K |
| McIlrath & Eck, LLC | 0.00% | Add +24.5% | 188 | $14K |
| Triad Wealth Partners, LLC | 0.01% | New | 185 | $13K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 183 | $13K |
| Atticus Wealth Management, LLC | 0.00% | Reduce -63.0% | 178 | $13K |
| Tower View Wealth Management LLC | 0.01% | No change | 174 | $13K |
| CNB Bank | 0.01% | No change | 173 | $13K |
| Bfsg, LLC | 0.00% | No change | 165 | $12K |
| Mb, Levis & Associates, LLC | 0.01% | Add +1.9% | 159 | $12K |
| Godsey & Gibb, Inc. | 0.00% | New | 149 | $11K |
| Integrity Financial Corp | 0.01% | No change | 146 | $11K |
| Eukles Asset Management | 0.00% | No change | 140 | $10K |
| Slocum, Gordon & Co LLP | 0.01% | New | 139 | $10K |
| DecisionPoint Financial, LLC | 0.00% | No change | 128 | $10K |
| Sound Financial Strategies Group, LLC | 0.01% | New | 128 | $9K |
| Hilltop National Bank | 0.00% | No change | 108 | $8K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | New | 104 | $8K |
| Kozak & Associates, Inc. | 0.00% | Reduce -64.6% | 90 | $7K |
| Tyler-Stone Wealth Management | 0.00% | No change | 74 | $5K |
| Opal Wealth Advisors, LLC | 0.00% | New | 70 | $5K |
| Coston, McIsaac & Partners | 0.00% | No change | 81 | $5K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 68 | $5K |
| Creative Capital Management Investments LLC | 0.00% | New | 54 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.2% | 54 | $4K |
| Pittenger & Anderson Inc. | 0.00% | Reduce -95.4% | 43 | $3K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 37 | $3K |
| Gilliland Jeter Wealth Management LLC | 0.00% | No change | 35 | $3K |
| Clarity Asset Management, Inc. | 0.00% | No change | 30 | $2K |
| Resources Management Corp. /CT/ | 0.00% | No change | 23 | $2K |
| Painted Porch Advisors LLC | 0.00% | New | 27 | $2K |
| WFA Asset Management Corp | 0.00% | Reduce -96.3% | 13 | $975 |
| Nemes Rush Group LLC | 0.00% | Reduce -97.7% | 6 | $436 |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 4 | $256 |
| Bell Investment Advisors, Inc | 0.00% | No change | 2 | $146 |
| Balefire, LLC | 0.00% | No change | 2 | $145 |
| McClarren Financial Advisors, Inc. | 0.00% | Reduce -57.7% | 145 | $8 |
"% 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.