iShares Core MSCI Eafe ETFIEFAETF
13F holders, Q3 2024 (September 30)1,857holders +44
109new positions
72sold out
3famous investors
$77.95avg. 13F price*
At the end of Q3 2024, 1,857 institutions reported holding iShares Core MSCI Eafe ETF (IEFA) in their 13F filings, up 44 from Q2 2024. 109 opened new positions and 72 sold out. The largest holders were Bank of America Corp. ($14.3B), Morgan Stanley ($7.8B) and Jones Financial Companies LLLP ($6.8B). 3 famous investors held it, including Joel Greenblatt (0.6% of Gotham Asset Management's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 109 | $512.6M |
| Exits | 72 | $686.2M |
All 13F filers, Q2 2024 → Q3 2024: 56,440,229 shares bought and 49,743,377 shares sold, net +6,696,852 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,857 holders
| Bank of America Corp. | 1.25% | Add +5.8% | 182,609,694 | $14.3B |
| Morgan Stanley | 0.57% | Add +1.6% | 100,329,762 | $7.8B |
| Jones Financial Companies LLLP | 7.02% | Add +3.5% | 87,420,572 | $6.8B |
| Wells Fargo & Company | 1.18% | Add +3.9% | 62,383,809 | $4.9B |
| Tiaa Trust, National Association | 12.21% | Reduce -3.8% | 52,487,531 | $4.1B |
| Envestnet Asset Management Inc. | 0.98% | Reduce -0.3% | 38,779,691 | $3.0B |
| LPL Financial LLC | 1.26% | Add +4.3% | 36,275,934 | $2.8B |
| BlackRock, Inc. | 0.05% | — | 32,910,065 | $2.6B |
| US Bancorp \de | 3.29% | Add +2.0% | 32,868,438 | $2.6B |
| Northwestern Mutual Wealth Management Co. | 2.10% | Add +6.7% | 30,356,398 | $2.4B |
| Raymond James & Associates | 1.43% | Add +0.9% | 30,028,727 | $2.3B |
| Bank of New York Mellon Corp | 0.40% | Add +5.5% | 27,492,330 | $2.1B |
| Goldman Sachs Group Inc. | 0.41% | Reduce -15.4% | 27,244,137 | $2.1B |
| UBS Group AG | 0.52% | Add +1.2% | 23,755,992 | $1.9B |
| FMR LLC | 0.09% | Add +0.4% | 19,246,834 | $1.5B |
| JPMorgan Chase & Co. | 0.11% | Reduce -0.3% | 17,546,696 | $1.4B |
| PNC Financial Services Group, Inc. | 0.74% | Add +0.7% | 14,921,871 | $1.2B |
| Envestnet Portfolio Solutions, Inc. | 3.62% | Add +10.0% | 14,284,425 | $1.1B |
| M&T Bank Corp | 3.60% | Reduce -7.6% | 14,042,709 | $1.1B |
| Betterment LLC | 2.12% | Reduce -2.6% | 11,372,688 | $887.6M |
| Bank of Montreal | 0.38% | Reduce -4.8% | 10,342,210 | $809.3M |
| Ameriprise Financial Inc. | 0.20% | Add +0.2% | 9,832,940 | $767.5M |
| Stifel Financial Corp. | 0.79% | Add +2.7% | 9,656,141 | $753.7M |
| Cerity Partners LLC | 1.51% | Add +4.8% | 8,712,373 | $680.0M |
| Mariner, LLC | 1.18% | Add +0.8% | 8,508,605 | $664.1M |
| Royal Bank of Canada | 0.13% | Add +1.2% | 7,764,347 | $606.0M |
| Assetmark, Inc. | 1.69% | Add +1.1% | 7,566,181 | $590.5M |
| Truist Financial Corp. | 0.89% | Add +2.0% | 7,251,659 | $566.0M |
| Raymond James Financial Services Advisors, Inc. | 0.74% | Add +1.2% | 7,114,331 | $555.3M |
| First Citizens Bank & Trust Co. | 12.16% | Add +20.8% | 7,088,417 | $553.3M |
| Alliancebernstein L.P. | 0.18% | Add +1.4% | 6,688,786 | $522.1M |
| Keybank National Association | 2.00% | Add +2.0% | 6,629,571 | $517.4M |
| State of New Jersey Common Pension Fund D | 2.07% | No change | 6,424,587 | $501.4M |
| Avantax Advisory Services, Inc. | 3.15% | Add +1.0% | 6,152,184 | $480.2M |
| Ballentine Partners, LLC | 7.96% | Add +3.9% | 5,958,908 | $465.1M |
| Franklin Resources Inc. | 0.12% | Reduce -0.6% | 5,350,416 | $411.2M |
| Prudential Financial Inc. | 0.57% | Add +100.0% | 5,183,699 | $404.6M |
| Baird Financial Group, Inc. | 0.78% | Reduce -8.0% | 5,138,448 | $401.1M |
| HighTower Advisors, LLC | 0.56% | Reduce -2.5% | 4,898,491 | $382.3M |
| National Bank of Canada | 0.50% | Reduce -22.0% | 4,799,281 | $374.6M |
| Charles Schwab Investment Management Inc. | 0.07% | Reduce -2.9% | 4,767,708 | $372.1M |
| Cresset Asset Management, LLC | 1.44% | Add +3.4% | 4,748,795 | $370.6M |
| United Capital Financial Advisors, LLC | 2.78% | Reduce -0.2% | 4,319,447 | $337.1M |
| Fiduciary Trust Co | 4.59% | Add +4.3% | 4,208,746 | $328.5M |
| Nuveen Asset Management, LLC | 0.09% | Add +9.6% | 4,101,049 | $320.1M |
| Sei Investments Co. | 0.41% | Reduce -3.0% | 4,055,062 | $316.5M |
| Allspring Global Investments Holdings, LLC | 0.49% | Reduce -0.1% | 4,049,022 | $316.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 8.08% | Reduce -0.9% | 3,825,312 | $298.6M |
| Flputnam Investment Management Co. | 5.28% | Reduce -2.5% | 3,761,723 | $293.6M |
| Hirtle & Co., LLC | 13.50% | Reduce -3.0% | 3,654,591 | $285.2M |
| Mission Wealth Management, LP | 6.97% | Add +6.5% | 3,612,134 | $281.9M |
| Cetera Investment Advisers | 0.58% | Add +1.8% | 3,393,556 | $264.9M |
| Mill Creek Capital Advisors, LLC | 6.18% | Add +3.6% | 3,285,220 | $256.4M |
| MML Investors Services, LLC | 0.92% | Add +9.6% | 3,243,209 | $253.1M |
| Modera Wealth Management, LLC | 3.12% | Add +6.0% | 3,136,225 | $244.8M |
| Members Trust Co | 7.89% | Reduce -9.0% | 3,117,134 | $243.3M |
| Pure Financial Advisors, LLC | 5.70% | Add +7.0% | 3,039,873 | $237.3M |
| Signaturefd, LLC | 4.52% | Add +1.3% | 3,038,753 | $237.2M |
| Commonwealth Equity Services, LLC | 0.35% | Reduce -2.8% | 2,942,603 | $229.7M |
| Creative Planning | 0.22% | Reduce -3.2% | 2,839,297 | $221.6M |
| Greenleaf Trust | 1.96% | Add +1.8% | 2,822,728 | $220.3M |
| Stairway Partners, LLC | 14.09% | New | 2,817,154 | $219.9M |
| Haverford Trust Co | 2.10% | Add +0.3% | 2,755,982 | $215.1M |
| Northern Trust Corp. | 0.03% | Add +5.1% | 2,608,628 | $203.6M |
| Fifth Third Bancorp | 0.72% | Reduce -3.7% | 2,549,725 | $199.0M |
| Dynasty Wealth Management, LLC | 5.99% | Add +73.9% | 3,700,459 | $198.1M |
| Brown Brothers Harriman & Co. | 1.29% | Add +17.6% | 2,439,283 | $190.4M |
| Macquarie Group Ltd. | 0.20% | Add +37.8% | 2,421,857 | $189.0M |
| RiverFront Investment Group, LLC | 4.43% | Reduce -7.8% | 2,413,265 | $188.4M |
| Focus Partners Wealth | 0.58% | Add +108.7% | 2,309,227 | $180.2M |
| First Command Advisory Services, Inc. | 1.72% | Add +2.4% | 2,281,490 | $178.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 4.10% | Add +0.3% | 2,278,179 | $177.8M |
| Wellington Management Group LLP | 0.03% | Add +26.6% | 2,247,956 | $175.5M |
| Jane Street Group, LLC | 0.28% | Reduce -84.8% | 2,206,490 | $172.2M |
| Citizens Financial Group Inc. | 3.37% | Add +3.3% | 2,148,357 | $167.7M |
| Passaic Partners LLC | 25.05% | Reduce -5.8% | 2,144,660 | $167.4M |
| Matson Money. Inc. | 5.71% | Add +1.3% | 2,131,389 | $166.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Reduce -15.4% | 2,094,000 | $163.4M |
| CKW Financial Group | 19.64% | Add +0.8% | 2,096,299 | $162.3M |
| Quotient Wealth Partners, LLC | 5.32% | Add +1.0% | 2,072,168 | $161.7M |
| Manufacturers Life Insurance Company, The | 0.14% | Add +5.5% | 2,061,720 | $160.9M |
| Avidian Wealth Enterprises, LLC | 7.23% | Add +1.8% | 2,038,689 | $159.1M |
| First Hawaiian Bank | 5.07% | Reduce -4.7% | 2,021,969 | $157.8M |
| Midland Wealth Advisors, LLC | 9.20% | Add +3.9% | 2,010,016 | $156.9M |
| TD Private Client Wealth LLC | 4.21% | Add +15.7% | 1,877,590 | $146.5M |
| Wealth Enhancement Advisory Services, LLC | 0.31% | Reduce -2.3% | 1,871,371 | $146.1M |
| Moneta Group Investment Advisors LLC | 2.12% | Add +0.9% | 1,870,840 | $146.0M |
| Alaska Permanent Fund Corp | 2.02% | Reduce -7.0% | 1,770,561 | $138.2M |
| Merit Financial Group, LLC | 3.09% | Reduce -8.3% | 1,766,915 | $137.9M |
| Halbert Hargrove Global Advisors, LLC | 7.62% | Add +1.5% | 1,761,999 | $137.5M |
| Sanctuary Advisors, LLC | 0.86% | Add +3.6% | 1,879,000 | $135.8M |
| Truepoint, Inc. | 3.65% | Add +0.3% | 1,739,884 | $135.8M |
| Alesco Advisors, LLC, An ESL Co | 4.17% | Reduce -60.1% | 1,727,063 | $134.8M |
| Retirement Investment Advisors, Inc. | 14.57% | Add +6.2% | 1,709,298 | $133.4M |
| Heritage Wealth Advisors | 6.19% | Add +0.7% | 1,690,479 | $131.9M |
| First Business Financial Services, Inc. | 12.95% | Add +0.1% | 1,657,693 | $129.4M |
| Connecticut Wealth Management, LLC | 6.24% | Add +4.4% | 1,652,503 | $129.0M |
| Rockefeller Capital Management L.P. | 0.34% | Add +2.6% | 1,637,796 | $127.8M |
| MAI Capital Management | 1.22% | Add +0.6% | 1,629,083 | $127.1M |
| Nationwide Fund Advisors | 9.81% | New | 1,591,231 | $124.2M |
| Osaic Holdings, Inc. | 0.27% | Reduce -0.9% | 1,560,282 | $121.8M |
| Comerica Bank | 0.48% | Add +3.1% | 1,546,944 | $120.7M |
| Principal Securities, Inc. | 2.78% | Add +1.6% | 1,473,731 | $115.0M |
| Alaska Permanent Capital Management, LLC | 9.08% | Add +0.5% | 1,471,947 | $114.8M |
| UMB Bank, n.a. | 1.77% | Add +0.5% | 1,456,490 | $113.7M |
| Neuberger Berman Group LLC | 0.09% | Add +2.0% | 1,443,457 | $112.7M |
| Global Strategic Investment Solutions, LLC | 12.72% | Add +7.7% | 1,394,772 | $108.9M |
| Johnson Financial Group, Inc. | 4.94% | Add +16.9% | 1,386,513 | $108.2M |
| Equitable Holdings, Inc. | 1.02% | Reduce -0.3% | 1,347,184 | $105.1M |
| Captrust Financial Advisors | 0.31% | Add +4.7% | 1,335,771 | $104.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.45% | Add +5.3% | 1,291,873 | $101.1M |
| First Financial Bank - Trust Division | 9.11% | Add +0.9% | 1,273,472 | $99.4M |
| National Philanthropic Trust | 1.79% | Add +2.0% | 1,266,618 | $98.9M |
| Bartlett & Co. Wealth Management LLC | 1.40% | Add +9.3% | 1,253,156 | $97.8M |
| 1832 Asset Management L.P. | 0.16% | Add +0.3% | 1,237,916 | $96.6M |
| Bell Bank | 11.39% | Reduce -62.4% | 1,232,944 | $96.2M |
| &partners | 1.86% | Add +235.3% | 1,227,965 | $96.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.61% | Reduce -5.0% | 1,227,900 | $95.8M |
| Capital Analysts, LLC | 3.90% | Add +3.5% | 1,227,512 | $95.8M |
| Wealthquest Corp | 8.40% | Add +3.4% | 1,231,405 | $95.3M |
| Full Sail Capital, LLC | 6.07% | Add +1.4% | 1,214,156 | $94.8M |
| Choreo, LLC | 1.38% | Add +20.4% | 1,217,845 | $94.3M |
| Natixis Advisors, LLC | 0.18% | Add +16.3% | 1,204,619 | $94.0M |
| Vicus Capital | 8.27% | Add +1.6% | 1,198,159 | $93.5M |
| HSBC Holdings PLC | 0.06% | Reduce -13.8% | 1,192,417 | $93.1M |
| SigFig Wealth Management, LLC | 3.37% | Reduce -3.8% | 1,190,105 | $92.7M |
| Ritholtz Wealth Management | 2.73% | Add +4.1% | 1,158,357 | $90.4M |
| Nottingham Advisors, Inc. | 9.80% | Reduce -3.2% | 1,135,399 | $88.6M |
| Conrad N. Hilton Foundation | 36.97% | Add +149.2% | 1,132,283 | $88.4M |
| Chan Zuckerberg Initiative, LLC | 21.12% | New | 1,108,592 | $86.5M |
| Hantz Financial Services, Inc. | 1.51% | Add +6.2% | 1,091,048 | $85.2M |
| Corient Private Wealth LP | 0.13% | Reduce -1.2% | 1,387,268 | $84.3M |
| RKL Wealth Management LLC | 7.61% | Add +0.5% | 1,077,926 | $84.1M |
| Center for Financial Planning, Inc. | 10.99% | Add +1.2% | 1,037,352 | $81.0M |
| Regions Financial Corp. | 0.58% | Reduce -0.6% | 1,029,624 | $80.4M |
| Fragasso Financial Advisors Inc | 6.15% | Reduce -1.0% | 1,025,935 | $80.1M |
| Lockheed Martin Investment Management Co. | 3.66% | No change | 1,013,100 | $79.1M |
| Aaron Wealth Advisors LLC | 9.36% | Add +4.4% | 1,007,179 | $78.6M |
| Cambridge Investment Research Advisors, Inc. | 0.27% | Reduce -4.3% | 999,318 | $78.0M |
| Edge Capital Group, LLC | 3.38% | Add +1.8% | 977,280 | $76.3M |
| Parallel Advisors, LLC | 1.73% | Add +29.2% | 939,926 | $73.4M |
| Twin Focus Capital Partners, LLC | 11.56% | Add +18.6% | 938,682 | $73.3M |
| First Foundation Advisors | 2.73% | Add +7.1% | 926,381 | $72.3M |
| Mason Street Advisors, LLC | 8.72% | Add +10.5% | 920,400 | $71.8M |
| Acadian Asset Management LLC | 0.22% | Add +26.4% | 887,556 | $69.3M |
| Rehmann Capital Advisory Group | 4.51% | Add +2.6% | 884,913 | $69.1M |
| NewEdge Advisors, LLC | 0.45% | Add +3.2% | 881,635 | $68.8M |
| SPC Financial, Inc. | 6.01% | Reduce -3.0% | 874,128 | $68.2M |
| Monashee Investment Management LLC | 7.52% | Reduce -0.4% | 870,580 | $67.9M |
| First National Trust Co | 2.55% | Add +10.2% | 844,172 | $65.9M |
| Wealthspire Advisors, LLC | 0.67% | Reduce -1.7% | 844,008 | $65.9M |
| McKinley Carter Wealth Services, Inc. | 3.96% | Add +2.5% | 840,305 | $65.6M |
| Arkos Global Advisors | 9.31% | Add +2.5% | 823,383 | $64.3M |
| Pathstone Holdings, LLC | 0.28% | Reduce -6.7% | 805,543 | $62.9M |
| Bailard, Inc. | 1.63% | Reduce -0.6% | 804,598 | $62.8M |
| Intrust Bank NA | 6.26% | Add +2.3% | 801,946 | $62.6M |
| Graves Light Lenhart Wealth, Inc. | 7.64% | Reduce -5.3% | 795,815 | $62.1M |
| Olympus Wealth Management, LLC | 21.36% | Reduce -0.4% | 795,797 | $62.1M |
| NorthCoast Asset Management LLC | 0.44% | Add +1530.0% | 835,536 | $62.0M |
| Bangor Savings Bank | 5.77% | Add +4.2% | 785,550 | $61.3M |
| Financiere des Professionnels - Fonds d'investissement inc. | 4.19% | Reduce -5.1% | 785,053 | $61.3M |
| Meeder Advisory Services, Inc. | 3.96% | Add +8.6% | 783,997 | $61.2M |
| Texas Capital Bank Wealth Management Services Inc | 5.99% | Add +0.8% | 780,589 | $60.9M |
| Cabot-Wellington, LLC | 22.83% | Reduce -1.3% | 778,094 | $60.7M |
| Callan Family Office, LLC | 10.12% | Add +6.5% | 771,459 | $60.2M |
| OneDigital Investment Advisors LLC | 0.69% | Add +1.4% | 769,086 | $60.0M |
| AMG National Trust Bank | 1.59% | Reduce -4.3% | 753,338 | $58.8M |
| New York Life Investment Management LLC | 0.57% | Reduce -11.5% | 748,185 | $58.4M |
| Clearstead Advisors, LLC | 0.88% | Reduce -1.1% | 725,682 | $56.6M |
| Dixon Mitchell Investment Counsel Inc. | 2.56% | Add +16.5% | 720,178 | $56.2M |
| Diversified Trust Co. | 1.42% | Reduce -9.0% | 719,885 | $56.2M |
| Legacy Edge Advisors, LLC | 8.92% | Add +13.0% | 715,284 | $55.8M |
| Orgel Wealth Management, LLC | 1.39% | Add +0.7% | 712,154 | $55.6M |
| Northwestern Mutual Investment Management Company, LLC | 1.30% | Reduce -66.7% | 711,338 | $55.5M |
| Integrated Wealth Concepts LLC | 0.66% | Add +3.3% | 697,762 | $54.5M |
| Kestra Advisory Services, LLC | 0.30% | Reduce -1.5% | 697,043 | $54.4M |
| Gotham Asset Management | 0.56% | Add +2.3% | 696,383 | $54.4M |
| Compton Financial Group, LLC | 16.36% | Add +4.4% | 694,052 | $54.2M |
| Wedmont Private Capital | 3.08% | Add +10.8% | 703,800 | $53.9M |
| Steward Partners Investment Advisory, LLC | 0.50% | Add +34.3% | 688,137 | $53.7M |
| Shepherd Financial Partners LLC | 6.43% | Add +0.9% | 684,939 | $53.5M |
| Roth Financial Partners LLC | 21.34% | Add +4.0% | 684,716 | $53.4M |
| Facet Wealth, Inc. | 1.51% | Add +7.6% | 718,105 | $53.1M |
| Dan L Duncan Foundation | 74.20% | No change | 671,206 | $52.4M |
| True Link Financial Advisors, LLC | 4.37% | Add +7.6% | 660,013 | $51.5M |
| Cambridge Associates LLC /Ma/ | 1.89% | Add +23.1% | 648,601 | $50.6M |
| Thrivent Financial for Lutherans | 0.10% | Reduce -13.4% | 647,412 | $50.5M |
| Valeo Financial Advisors, LLC | 1.43% | Add +7.3% | 642,241 | $50.1M |
| Ledyard National Bank | 4.56% | Add +1.0% | 639,517 | $49.9M |
| Prime Capital Investment Advisors, LLC | 0.71% | Add +1.1% | 635,309 | $49.6M |
| Conservest Capital Advisors, Inc. | 5.07% | Add +8.1% | 665,917 | $49.4M |
| Fifth Third Wealth Advisors LLC | 3.02% | Add +25.4% | 631,277 | $49.3M |
| 49 Wealth Management, LLC | 7.98% | Add +22426.9% | 627,824 | $49.0M |
| Ironwood Wealth Management, LLC. | 14.66% | Add +3.7% | 624,209 | $48.7M |
| Pacific Capital Wealth Advisors, Inc. | 8.18% | Reduce -2.1% | 623,498 | $48.7M |
| Quadrant Capital Group LLC | 3.36% | Reduce -6.0% | 620,171 | $48.4M |
| Marcum Wealth, LLC | 4.42% | Reduce -0.5% | 609,126 | $47.5M |
| Cape Cod Five Cents Savings Bank | 4.29% | Add +1.6% | 600,693 | $46.9M |
| Brickley Wealth Management | 9.50% | Add +0.1% | 596,758 | $46.6M |
| Wilshire Advisors LLC | 22.19% | Add +0.8% | 592,016 | $46.2M |
| Apollon Wealth Management, LLC | 1.30% | Add +2.8% | 589,434 | $46.0M |
| BOK Financial Private Wealth, Inc. | 3.29% | Reduce -3.9% | 583,060 | $45.5M |
| Blair William & Co. | 0.13% | Add +7.4% | 578,554 | $45.2M |
| Colony Family Offices, LLC | 13.83% | Add +1.5% | 571,020 | $44.6M |
| Klingman & Associates, LLC | 2.74% | Add +2.5% | 565,812 | $44.2M |
| LBMC Investment Advisors, LLC | 3.48% | Add +4.6% | 563,610 | $44.0M |
| AE Wealth Management LLC | 0.40% | Add +228.7% | 559,436 | $43.7M |
| Southern Farm Bureau Life Insurance | 6.82% | No change | 556,709 | $43.4M |
| Aspiriant, LLC | 1.64% | Add +10.0% | 553,753 | $43.2M |
| Victory Capital Management Inc. | 0.04% | Add +8.1% | 551,774 | $43.1M |
| Disciplina Capital Management LLC | 6.88% | Add +396.3% | 550,723 | $43.0M |
| Atria Investments, Inc | 0.53% | Reduce -3.6% | 550,534 | $43.0M |
| Northwest Quadrant Wealth Management, LLC | 9.87% | Reduce -2.9% | 548,601 | $42.8M |
| Waddell & Associates, LLC | 5.15% | Add +3.0% | 542,236 | $42.3M |
| Wescott Financial Advisory Group, LLC | 4.53% | Add +4.0% | 539,902 | $42.1M |
| Wellspring Financial Advisors, LLC | 5.03% | Add +2.7% | 539,900 | $42.1M |
| DAVENPORT & Co LLC | 0.25% | Add +3.0% | 538,815 | $42.1M |
| Bank of Hawaii | 1.74% | Add +0.3% | 534,002 | $41.7M |
| Revolve Wealth Partners, LLC | 6.34% | Add +2.0% | 531,727 | $41.5M |
| Alaska Wealth Advisors, LLC | 6.16% | Reduce -2.3% | 525,836 | $41.0M |
| iA Global Asset Management Inc. | 0.72% | Add +17.3% | 523,992 | $40.9M |
| Strategies Wealth Advisors, LLC | 5.44% | Reduce -1.9% | 520,704 | $40.6M |
| Galvin, Gaustad & Stein, LLC | 3.62% | Reduce -4.5% | 513,137 | $40.1M |
| Lake Street Advisors Group, LLC | 1.84% | Reduce -0.5% | 508,717 | $39.7M |
| Mercer Global Advisors Inc. | 0.09% | Reduce -3.8% | 503,179 | $39.0M |
| Beacon Pointe Advisors, LLC | 0.45% | Reduce -2.5% | 499,255 | $39.0M |
| Conrad Siegel Investment Advisors, Inc. | 10.31% | Add +1.1% | 489,037 | $38.2M |
| RMR Wealth Builders | 4.03% | Add +3.0% | 487,574 | $38.1M |
| Composition Wealth, LLC | 0.88% | Reduce -2.1% | 485,119 | $37.9M |
| Fusion Family Wealth, LLC | 3.49% | Add +1.9% | 484,825 | $37.9M |
| Citigroup Inc. | 0.04% | Add +1.9% | 484,505 | $37.8M |
| Brown Advisory Inc. | 0.05% | Add +8.1% | 483,680 | $37.8M |
| Jordan Park Group LLC | 2.55% | Add +0.5% | 479,519 | $37.4M |
| Orion Porfolio Solutions, LLC | 0.37% | Reduce -2.6% | 475,110 | $37.1M |
| Orion Portfolio Solutions, LLC | 0.37% | Reduce -2.6% | 475,110 | $37.1M |
| Rockbridge Investment Management, LCC | 4.71% | Reduce -7.7% | 466,382 | $36.4M |
| Strategic Investment Advisors / MI | 3.98% | Add +6.6% | 465,350 | $36.3M |
| Catalyst Financial Partners LLC | 7.10% | Add +5.3% | 465,326 | $36.3M |
| MCF Advisors LLC | 2.52% | Reduce -0.6% | 460,777 | $36.0M |
| Crestwood Advisors Group, LLC | 0.69% | Add +0.8% | 459,661 | $35.9M |
| Financial Counselors Inc. | 0.53% | Add +6.5% | 456,501 | $35.6M |
| Whittier Trust Co. of Nevada Inc. | 0.91% | Add +2.9% | 452,828 | $35.3M |
| Concurrent Investment Advisors, LLC | 1.04% | Add +5.6% | 449,872 | $35.1M |
| Valley Forge Investment Consultants Inc. Adv | 12.17% | Add +5.2% | 447,095 | $34.9M |
| CGC Financial Services, LLC | 13.48% | Add +3.3% | 430,713 | $33.6M |
| Sterling Investment Advisors LLC | 18.87% | Add +1.6% | 429,865 | $33.6M |
| Fort Point Capital Partners LLC | 4.17% | Reduce -13.0% | 426,172 | $33.3M |
| Raymond James Trust N.A. | 0.72% | Add +7.5% | 423,964 | $33.1M |
| Mackenzie Financial Corp. | 0.05% | Add +0.8% | 423,783 | $33.1M |
| Atria Wealth Solutions, Inc. | 0.36% | Reduce -13.9% | 423,617 | $33.1M |
| Abundance Wealth Counselors | 6.79% | Reduce -1.1% | 420,181 | $32.8M |
| Great Lakes Advisors, LLC | 0.27% | Add +2.0% | 419,651 | $32.8M |
| Global Wealth Strategies & Associates | 10.71% | Add +3.3% | 417,720 | $32.6M |
| Larson Financial Group LLC | 1.85% | Add +9.4% | 417,055 | $32.6M |
| Cranbrook Wealth Management, LLC | 7.39% | Add +0.6% | 415,028 | $32.4M |
| Coldstream Capital Management Inc. | 0.70% | Reduce -2.1% | 413,853 | $32.3M |
| Fairhaven Wealth Management, LLC | 9.82% | Add +2.4% | 410,660 | $32.1M |
| Financial Engines Advisors L.L.C. | 0.07% | Add +1.5% | 410,153 | $32.0M |
| Whittier Trust Co. | 0.43% | Add +2.4% | 408,712 | $31.9M |
| Robertson Stephens Wealth Management, LLC | 1.17% | Add +165.9% | 408,242 | $31.9M |
| Turtle Creek Wealth Advisors, LLC | 6.32% | Add +15.3% | 404,133 | $31.5M |
| Stratos Wealth Partners, LTD. | 0.46% | Add +3.5% | 403,718 | $31.5M |
| Hancock Whitney Corp. | 1.01% | Add +0.5% | 402,392 | $31.4M |
| Strategic Point Investment Advisors, LLC | 5.15% | Add +0.5% | 400,014 | $31.2M |
| Parkside Investments, LLC | 4.63% | Add +9.6% | 393,159 | $30.7M |
| Sage Advisory Services, Ltd.Co. | 8.59% | No change | 421,326 | $30.6M |
| American Century Companies Inc. | 0.02% | Add +25.7% | 391,400 | $30.5M |
| Investure, LLC | 2.10% | Add +51.1% | 389,067 | $30.4M |
| Acropolis Investment Management, LLC | 1.80% | Reduce -0.3% | 387,877 | $30.3M |
| Park Avenue Securities LLC | 0.34% | Add +1.1% | 387,836 | $30.3M |
| Cwm, LLC | 0.13% | Add +14.1% | 384,411 | $30.0M |
| Stash Investments, LLC | 17.69% | Add +4.8% | 384,028 | $30.0M |
| BLB&B Advisors, LLC | 1.53% | Reduce -0.8% | 383,245 | $29.9M |
| Probity Advisors, Inc. | 5.70% | Add +5.0% | 381,459 | $29.8M |
| Community Bank, N.A. | 3.75% | Reduce -8.7% | 381,161 | $29.7M |
| Tarbox Family Office, Inc. | 4.87% | Reduce -2.4% | 380,877 | $29.7M |
| Ritter Daniher Financial Advisory LLC / DE | 8.58% | Add +2.4% | 378,106 | $29.5M |
| Capital Advisors Inc. | 0.59% | Reduce -0.7% | 376,125 | $29.4M |
| Montis Financial, LLC | 10.24% | Add +22.8% | 369,041 | $28.8M |
| Dynamic Advisor Solutions LLC | 0.86% | Reduce -6.0% | 367,768 | $28.7M |
| Smith & Howard Wealth Management, LLC | 8.00% | Reduce -0.9% | 364,308 | $28.4M |
| First Citizens Asset Management, Inc. | 10.10% | Add +20.8% | 364,200 | $28.4M |
| Axiom Investors LLC | 0.25% | Add +24.9% | 360,400 | $28.1M |
| Opus Capital Group, LLC | 3.52% | Add +0.8% | 360,342 | $28.1M |
| University of Massachusetts Foundation, Inc. | 12.03% | No change | 359,506 | $28.1M |
| Cutler Investment Counsel LLC | 3.54% | Add +23.3% | 359,418 | $28.1M |
| Private Advisor Group, LLC | 0.17% | Add +2.4% | 355,615 | $27.8M |
| Bishop & Co Investment Management, LLC | 10.50% | Add +1.5% | 353,441 | $27.6M |
| Empire Life Investments Inc. | 1.65% | Reduce -0.6% | 346,618 | $27.1M |
| Summit Financial, LLC | 1.05% | Add +3.8% | 343,765 | $26.8M |
| New England Asset Management Inc. | 4.36% | No change | 342,800 | $26.8M |
| Allen Investment Management, LLC | 0.32% | No change | 340,959 | $26.6M |
| Beacon Bank & Trust | 6.16% | Add +7.5% | 336,658 | $26.3M |
| Northwest & Ethical Investments L.P. | 0.69% | Add +7.5% | 333,072 | $26.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +75.5% | 332,999 | $26.0M |
| Marion Wealth Management | 6.91% | Add +4.3% | 331,987 | $25.9M |
| RPTC Inc. | 5.60% | Reduce -4.0% | 330,476 | $25.8M |
| Long Run Wealth Advisors, LLC | 5.95% | Add +3.2% | 323,668 | $25.3M |
| Financial Advocates Investment Management | 1.43% | Add +11.2% | 323,196 | $25.2M |
| Brandywine Oak Private Wealth LLC | 2.44% | Add +3.0% | 323,307 | $25.2M |
| Tennessee Valley Asset Management Partners | 4.16% | Add +2605.0% | 322,273 | $25.2M |
| Archford Capital Strategies, LLC | 3.79% | Add +1.4% | 327,204 | $25.1M |
| Riversedge Advisors, LLC | 5.68% | Reduce -13.6% | 320,860 | $25.0M |
| Old National Bancorp | 0.58% | Add +10.1% | 319,738 | $25.0M |
| Dean, Jacobson Financial Services, LLC | 18.69% | Reduce -0.7% | 319,103 | $24.9M |
| Shoker Investment Counsel, Inc. | 8.36% | Reduce -3.5% | 318,592 | $24.9M |
| Iowa State Bank | 5.10% | Add +3.2% | 317,752 | $24.8M |
| Tull Financial Group, Inc. | 15.01% | — | 316,293 | $24.7M |
| New Perspectives, Inc | 13.11% | Add +1.2% | 315,307 | $24.6M |
| Towercrest Capital Management | 3.96% | Add +1.0% | 314,837 | $24.6M |
| Kestra Private Wealth Services, LLC | 0.45% | Add +11.7% | 314,328 | $24.5M |
| Mesirow Financial Investment Management, Inc. | 0.47% | Add +3.8% | 310,704 | $24.3M |
| JFS Wealth Advisors, LLC | 1.60% | Add +7.2% | 306,572 | $23.9M |
| Trajan Wealth LLC | 1.41% | Reduce -0.7% | 305,519 | $23.8M |
| Heck Capital Advisors, LLC | 2.65% | Reduce -2.3% | 294,453 | $23.0M |
| Twele Capital Management, Inc. | 4.79% | Add +1.9% | 292,414 | $22.8M |
| Global Retirement Partners, LLC | 0.69% | Reduce -13.8% | 291,568 | $22.8M |
| Bull Oak Capital, LLC | 13.03% | Add +2.4% | 290,712 | $22.7M |
| Bare Financial Services, Inc | 9.18% | Add +35.8% | 286,257 | $22.3M |
| MBL Wealth, LLC | 2.40% | Add +1.8% | 285,853 | $22.3M |
| West Paces Advisors Inc. | 5.44% | Add +1.8% | 284,643 | $22.2M |
| CW Advisors, LLC | 0.30% | Reduce -5.0% | 283,760 | $22.1M |
| Ironsides Asset Advisors, LLC | 6.40% | Add +0.8% | 281,861 | $22.0M |
| Safeguard Financial, LLC | 5.17% | Add +12.9% | 281,225 | $21.9M |
| Martel Wealth Advisors LLC | 4.48% | Add +0.7% | 284,467 | $21.9M |
| Professional Advisory Services Inc. | 2.63% | Add +0.5% | 280,134 | $21.9M |
| WASHINGTON TRUST Co | 0.76% | Reduce -1.2% | 279,275 | $21.8M |
| Hudson Capital Management LLC | 7.20% | Add +2.3% | 278,670 | $21.8M |
| Neumann Capital Management, LLC | 7.22% | Reduce -0.2% | 278,035 | $21.7M |
| Gallagher Fiduciary Advisors, LLC | 4.39% | Reduce -7.0% | 277,873 | $21.7M |
| Regent Peak Wealth Advisors LLC | 4.93% | Add +7.5% | 275,154 | $21.5M |
| Great Diamond Partners, LLC | 5.44% | Reduce -5.9% | 274,060 | $21.4M |
| Wela Strategies, Inc. | 9.32% | Add +0.2% | 273,839 | $21.4M |
| Portland Global Advisors LLC | 2.69% | Add +2.7% | 273,817 | $21.4M |
| GHP Investment Advisors, Inc. | 0.98% | Add +11.8% | 273,121 | $21.3M |
| MassMutual Private Wealth & Trust, FSB | 0.61% | Add +5.3% | 272,986 | $21.3M |
| Stephens Consulting, LLC | 5.43% | Reduce -0.0% | 271,460 | $21.2M |
| Broadview Financial Management, LLC | 14.19% | Add +1.0% | 268,649 | $21.0M |
| First National Bank & Trust Co. of Newtown | 4.01% | Reduce -0.6% | 268,278 | $20.9M |
| Condor Capital Management | 1.88% | Add +2.9% | 268,055 | $20.9M |
| Spire Wealth Management | 0.69% | Add +2.1% | 262,293 | $20.5M |
| Farther Finance Advisors, LLC | 0.77% | Add +9.3% | 262,033 | $20.5M |
| Resonant Capital Advisors, LLC | 1.50% | Add +4.4% | 261,751 | $20.4M |
| JSF Financial, LLC | 5.96% | Reduce -1.2% | 261,616 | $20.4M |
| Venture Visionary Partners LLC | 0.90% | Reduce -3.5% | 260,782 | $20.4M |
| West Financial Advisors, LLC | 3.90% | Add +1.0% | 259,227 | $20.2M |
| Foster Dykema Cabot & Partners, LLC | 1.69% | Reduce -0.5% | 258,397 | $20.2M |
| WBH Advisory Inc. | 1.91% | Reduce -2.5% | 258,103 | $20.1M |
| Atlantic Edge Private Wealth Management, LLC | 6.10% | Add +6.8% | 256,824 | $20.0M |
| Commerce Bank | 0.12% | Reduce -1.5% | 254,064 | $19.8M |
| Arvest Bank Trust Division | 1.14% | — | 252,819 | $19.7M |
| S. R. Schill & Associates | 13.93% | Reduce -4.2% | 251,995 | $19.7M |
| MTC Wealth Management LLC | 8.83% | Reduce -1.0% | 250,316 | $19.5M |
| Venturi Wealth Management, LLC | 1.02% | Reduce -75.0% | 250,312 | $19.5M |
| NewEdge Wealth, LLC | 0.35% | Add +0.9% | 249,279 | $19.5M |
| CX Institutional | 0.86% | Reduce -18.8% | 249,253 | $19.5M |
| Freedom Investment Management, Inc. | 1.53% | Add +8.5% | 245,953 | $19.2M |
| Integrated Advisors Network LLC | 0.92% | Reduce -0.6% | 245,852 | $19.2M |
| Sigma Investment Counselors Inc. | 1.12% | Reduce -0.5% | 243,817 | $19.0M |
| Guidance Point Advisors, LLC | 5.72% | Add +1.4% | 241,611 | $18.9M |
| Dohj, LLC | 4.39% | Add +5.6% | 243,778 | $18.8M |
| Kaydan Wealth Management, Inc. | 5.52% | Reduce -0.3% | 239,685 | $18.7M |
| NorthLanding Financial Partners, LLC | 18.49% | Add +0.9% | 239,564 | $18.7M |
| Sovereign Investment Advisors, LLC | 6.04% | Add +1.8% | 236,146 | $18.4M |
| Highland Capital Management, LLC | 1.05% | Reduce -0.2% | 235,977 | $18.4M |
| Wealth Architects, LLC | 2.07% | Reduce -2.0% | 234,304 | $18.3M |
| Affiance Financial, LLC | 4.41% | Add +8.9% | 233,028 | $18.2M |
| Proquility Private Wealth Partners, LLC | 5.79% | Add +0.7% | 231,476 | $18.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.41% | Reduce -1.1% | 229,553 | $17.9M |
| Zacks Investment Management | 0.15% | Add +19.7% | 228,874 | $17.9M |
| Mycio Wealth Partners, LLC | 4.03% | Add +0.7% | 225,336 | $17.6M |
| Geneos Wealth Management Inc. | 0.67% | Add +12.9% | 224,102 | $17.5M |
| LCNB Corp. | 6.12% | Add +1.9% | 221,479 | $17.3M |
| Partners Capital Investment Group, LLP | 0.28% | Reduce -5.7% | 221,011 | $17.2M |
| Ullmann Wealth Partners Group, LLC | 2.23% | Reduce -4.7% | 220,640 | $17.2M |
| Encompass Wealth Advisors, LLC | 4.32% | Add +1.9% | 219,882 | $17.2M |
| Balentine LLC | 0.68% | Add +2.7% | 219,871 | $17.2M |
| O'Dell Group, LLC | 3.78% | Add +2.2% | 218,591 | $17.1M |
| MIdWestOne Financial Group, Inc. | 2.35% | Add +128.2% | 218,380 | $17.0M |
| Exencial Wealth Advisors, LLC | 0.61% | Reduce -4.9% | 216,668 | $16.9M |
| Concourse Financial Group Securities, Inc. | 1.00% | Reduce -5.2% | 215,064 | $16.8M |
| Shelter Ins Retirement Plan | 20.77% | No change | 224,262 | $16.8M |
| Savant Capital, LLC | 0.14% | Add +14.8% | 214,072 | $16.7M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.05% | New | 213,608 | $16.7M |
| Perigon Wealth Management, LLC | 0.45% | Reduce -1.3% | 212,530 | $16.6M |
| Core Wealth Advisors, Inc. | 5.30% | Add +0.8% | 211,724 | $16.5M |
| KMG Fiduciary Partners, LLC | 1.41% | Add +3.1% | 209,804 | $16.4M |
| Texas Yale Capital Corp. | 0.71% | Add +1.9% | 209,017 | $16.3M |
| FinTrust Capital Advisors, LLC | 2.76% | Add +3.4% | 208,148 | $16.2M |
| Rogco, LP | 6.31% | Reduce -2.7% | 206,344 | $16.1M |
| Lincoln Capital Corp. | 6.54% | Add +0.2% | 204,731 | $16.0M |
| Crescent Grove Advisors, LLC | 1.62% | Add +0.1% | 203,740 | $15.9M |
| Argent Advisors, Inc. | 5.87% | Reduce -0.6% | 202,320 | $15.8M |
| Better Money Decisions, LLC | 11.20% | Reduce -6.3% | 202,243 | $15.8M |
| Pine Ridge Advisers LLC | 1.55% | Reduce -7.5% | 199,247 | $15.6M |
| Curi Capital, LLC | 0.35% | Add +3.4% | 198,830 | $15.5M |
| Liquid Strategies, LLC | 3.71% | Add +2.7% | 198,822 | $15.5M |
| Main Management LLC | 1.27% | Reduce -0.5% | 197,357 | $15.4M |
| Topel & Distasi Wealth Management, LLC | 6.35% | Add +2.0% | 196,372 | $15.3M |
| Bahl & Gaynor LLC | 0.08% | Add +4.0% | 195,550 | $15.3M |
| Associated Banc-Corp | 0.45% | Add +8.7% | 194,976 | $15.2M |
| Lowe Brockenbrough & Co. Inc. | 0.96% | Reduce -1.4% | 193,618 | $15.1M |
| Grove Bank & Trust | 2.23% | Add +0.3% | 193,326 | $15.1M |
| Crewe Advisors LLC | 1.75% | Add +3.7% | 193,109 | $15.1M |
| PDS Planning, Inc | 1.33% | Reduce -1.1% | 190,706 | $14.9M |
| SVB Wealth LLC | 12.66% | Reduce -62.0% | 190,589 | $14.9M |
| Marietta Wealth Management, LLC | 2.16% | Add +3.0% | 190,415 | $14.9M |
| Morris Financial Concepts, Inc. | 6.32% | Add +3.7% | 188,450 | $14.7M |
| McAdam, LLC | 0.82% | Add +4.6% | 187,972 | $14.7M |
| Synovus Financial Corp. | 0.17% | Add +4.1% | 186,908 | $14.6M |
| Randall & Associates Wealth Management | 11.76% | Add +6.0% | 183,937 | $14.4M |
| BSW Wealth Partners | 2.15% | Reduce -1.3% | 183,612 | $14.3M |
| Wick Capital Partners, LLC | 4.60% | Reduce -1.4% | 150,105 | $14.2M |
| Family Capital Trust Co | 4.57% | Reduce -0.1% | 182,384 | $14.2M |
| Octavia Wealth Advisors, LLC | 1.75% | Add +20.6% | 181,874 | $14.2M |
| Peapack Gladstone Financial Corp. | 0.20% | Add +15.1% | 181,897 | $14.2M |
| Sowell Financial Services LLC | 0.66% | Add +0.4% | 181,438 | $14.2M |
| Fisher Asset Management | 0.01% | Reduce -17.8% | 180,219 | $14.1M |
| Single Point Partners, LLC | 22.41% | Add +4.7% | 180,081 | $14.1M |
| Evernest Financial Advisors, LLC | 3.78% | Add +0.0% | 179,743 | $14.0M |
| Southern Capital Advisors, LLC | 7.89% | Add +3.5% | 179,701 | $14.0M |
| Avid Wealth Partners LLC | 9.87% | Add +178.7% | 178,616 | $13.9M |
| Tortoise Investment Management, LLC | 1.45% | Reduce -8.8% | 177,749 | $13.9M |
| Marquette Associates, Inc. | 9.93% | Reduce -2.5% | 176,641 | $13.8M |
| Ieq Capital, LLC | 0.17% | Add +5.6% | 175,062 | $13.7M |
| Custos Family Office, LLC | 4.93% | Add +16.9% | 174,262 | $13.6M |
| Sage Rhino Capital LLC | 2.97% | Add +3.1% | 171,918 | $13.4M |
| Freestone Capital Holdings, LLC | 0.46% | Add +45.9% | 171,742 | $13.4M |
| Concentric Wealth Management, LLC | 3.22% | Add +2.7% | 169,214 | $13.2M |
| First Horizon Advisors, Inc. | 0.37% | Add +4.4% | 168,768 | $13.2M |
| Park Place Capital Corp | 3.78% | Reduce -1.0% | 168,355 | $13.1M |
| Integrated Investment Consultants, LLC | 2.86% | Add +4.7% | 191,915 | $13.1M |
| Texas Capital Bancshares Inc | 5.28% | Reduce -16.3% | 167,628 | $13.1M |
| DT Investment Partners, LLC | 1.06% | Add +0.3% | 166,986 | $13.0M |
| Ancora Advisors LLC | 0.30% | Add +1.3% | 166,817 | $13.0M |
| SCS Capital Management LLC | 0.26% | Add +0.8% | 166,557 | $13.0M |
| Guidance Capital, Inc. | 4.03% | Reduce -3.4% | 168,629 | $12.9M |
| Proathlete Wealth Management LLC | 5.16% | Add +0.3% | 160,610 | $12.5M |
| Trek Financial, LLC | 0.94% | Reduce -49.0% | 160,091 | $12.5M |
| Omnia Family Wealth, LLC | 5.30% | Reduce -0.3% | 158,353 | $12.4M |
| Koesten, Hirschmann & Crabtree, INC. | 7.17% | Add +19.0% | 157,710 | $12.3M |
| Veery Capital, LLC | 4.62% | Add +0.8% | 157,657 | $12.3M |
| Becker Capital Management Inc. | 0.40% | Reduce -5.2% | 156,799 | $12.2M |
| Riverview Trust Co | 10.74% | Reduce -0.0% | 156,248 | $12.2M |
| Stratos Wealth Advisors, LLC | 0.56% | Reduce -7.8% | 155,825 | $12.2M |
| Money Concepts Capital Corp. | 0.92% | Add +0.6% | 155,762 | $12.2M |
| LPWM LLC | 3.97% | Add +0.8% | 158,623 | $12.1M |
| Waterloo Capital, L.P. | 1.32% | Add +49.6% | 155,108 | $12.1M |
| Adaptive Financial Consulting, LLC | 4.92% | Add +0.5% | 154,816 | $12.1M |
| Symphony Financial, Ltd. Co. | 1.99% | Add +6.0% | 155,187 | $12.0M |
| Harbour Capital Advisors, LLC | 2.77% | Add +1.1% | 157,354 | $12.0M |
| Shelter Mutual Insurance Co | 2.87% | No change | 160,575 | $12.0M |
| Halpern Financial, Inc. | 3.08% | Reduce -1.5% | 155,026 | $12.0M |
| Horizon Investments, LLC | 0.32% | Reduce -20.0% | 152,446 | $11.9M |
| Northcape Wealth Management, LLC | 3.87% | Add +0.5% | 151,294 | $11.8M |
| Toronto Dominion Bank | 0.02% | No change | 151,075 | $11.8M |
| Strategic Investment Management, LLC | 12.35% | New | 148,920 | $11.8M |
| Heritage Investors Management Corp. | 0.39% | Reduce -3.7% | 150,770 | $11.8M |
| Coastline Trust Co | 1.38% | Add +1.9% | 150,264 | $11.7M |
| Ellevest, Inc. | 0.65% | Add +1.1% | 150,157 | $11.7M |
| SkyOak Wealth, LLC | 2.59% | Add +4.3% | 149,605 | $11.7M |
| Physician Wealth Advisors, Inc. | 2.10% | Reduce -3.9% | 154,001 | $11.7M |
| Independent Solutions Wealth Management, LLC | 2.62% | Add +3.7% | 148,399 | $11.6M |
| Evergreen Capital Management LLC | 0.39% | Add +1.8% | 147,018 | $11.5M |
| SageView Advisory Group, LLC | 0.58% | Reduce -37.5% | 146,523 | $11.4M |
| Matrix Private Capital Group LLC | 6.56% | Add +2.5% | 145,816 | $11.4M |
| ERn Financial, LLC | 1.72% | Add +7.3% | 145,040 | $11.3M |
| Summit Wealth Partners, LLC | 2.18% | Add +0.1% | 144,825 | $11.3M |
| Founders Financial Securities LLC | 1.03% | Reduce -21.2% | 143,503 | $11.2M |
| Motive Wealth Advisors | 6.72% | No change | 154,135 | $11.2M |
| SWP Financial LLC | 6.77% | Add +3.4% | 142,143 | $11.1M |
| IFG Advisory, LLC | 0.69% | Add +22.0% | 138,215 | $10.8M |
| Aveo Capital Partners, LLC | 1.14% | Reduce -1.2% | 137,748 | $10.8M |
| Rock Creek Group LLC | 1.23% | Reduce -2.4% | 137,655 | $10.7M |
| Winthrop Capital Management, LLC | 5.11% | Add +0.1% | 137,602 | $10.7M |
| Glenmede Trust Co. NA | 0.05% | Add +4.2% | 137,124 | $10.7M |
| Gladstone Institutional Advisory LLC | 0.52% | Add +5.4% | 136,535 | $10.7M |
| FFT Wealth Management LLC | 0.80% | No change | 135,891 | $10.6M |
| Sigma Planning Corp | 0.32% | Add +1.9% | 135,172 | $10.6M |
| Canopy Partners, LLC | 4.53% | Reduce -2.7% | 134,844 | $10.5M |
| James J. Burns & Company, LLC | 1.89% | Add +11.2% | 133,811 | $10.4M |
| United Services Automobile Association | 0.27% | No change | 133,779 | $10.4M |
| Global Wealth Management Investment Advisory, Inc. | 2.25% | Add +3.7% | 133,446 | $10.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Reduce -93.3% | 132,986 | $10.4M |
| Armbruster Capital Management, Inc. | 2.06% | Add +5.7% | 132,218 | $10.3M |
| Anderson Hoagland & Co. | 1.05% | No change | 133,335 | $10.3M |
| Arbor Investment Advisors, LLC | 1.36% | Reduce -3.3% | 131,529 | $10.3M |
| Nova R Wealth, Inc. | 5.05% | Reduce -2.1% | 131,398 | $10.3M |
| Advisory Services Network, LLC | 0.21% | No change | 141,052 | $10.2M |
| Tiemann Investment Advisors, LLC | 4.39% | Reduce -4.6% | 130,441 | $10.2M |
| Peninsula Wealth, LLC | 1.77% | Reduce -2.7% | 133,444 | $10.1M |
| Tectonic Advisors LLC | 0.66% | Add +4.4% | 128,857 | $10.1M |
| Central Pacific Bank - Trust Division | 1.32% | Reduce -20.3% | 128,419 | $10.0M |
| Axxcess Wealth Management, LLC | 0.25% | Add +4.3% | 127,813 | $10.0M |
| Private Capital Management LLC | 1.80% | Reduce -12.6% | 127,745 | $10.0M |
| Hardy Reed LLC | 0.88% | Reduce -0.1% | 126,014 | $9.8M |
| Per Stirling Capital Management, LLC. | 1.35% | Add +26.7% | 124,330 | $9.7M |
| Highline Wealth Partners LLC | 3.23% | Add +4.2% | 123,831 | $9.7M |
| Mather Group, Llc. | 0.12% | Reduce -3.1% | 123,541 | $9.6M |
| Asset Dedication, LLC | 0.65% | Reduce -0.9% | 123,302 | $9.6M |
| Allie Family Office LLC | 5.15% | Add +4.9% | 122,427 | $9.6M |
| Waverly Advisors, LLC | 0.18% | Reduce -3.0% | 122,044 | $9.5M |
| Family Asset Management, LLC | 5.72% | Reduce -8.3% | 121,874 | $9.5M |
| NBT Bank, N.A. | 0.64% | Reduce -1.6% | 121,300 | $9.5M |
| Federation des caisses Desjardins du Quebec | 0.05% | Reduce -0.3% | 121,220 | $9.5M |
| Stokes Family Office, LLC | 1.03% | Reduce -0.4% | 120,284 | $9.4M |
| Life Planning Partners, Inc | 8.37% | Add +2.4% | 120,166 | $9.4M |
| Rossmore Private Capital | 1.15% | Add +4.7% | 119,369 | $9.3M |
| Foundry Financial Group, Inc. | 5.80% | Reduce -1.6% | 119,120 | $9.3M |
| Liberty Wealth Management LLC | 1.58% | Reduce -70.9% | 118,847 | $9.3M |
| Conning Inc. | 0.32% | No change | 118,845 | $9.3M |
| Tanager Wealth Management LLP | 1.25% | Add +1.1% | 118,814 | $9.3M |
| Bremer Bank National Association | 1.74% | Reduce -0.1% | 118,382 | $9.2M |
| SC&H Financial Advisors, Inc. | 2.02% | Reduce -1.0% | 118,280 | $9.2M |
| ArchPoint Investors | 3.07% | No change | 117,752 | $9.2M |
| Caprock Group, LLC | 0.33% | Add +550.3% | 117,488 | $9.2M |
| Webster Bank, N. A. | 0.97% | Reduce -5.4% | 117,079 | $9.1M |
| CI Investments Inc. | 0.03% | Reduce -1.3% | 116,958 | $9.1M |
| Simon Quick Advisors, LLC | 0.58% | Reduce -5.5% | 116,782 | $9.1M |
| Montecito Bank & Trust | 1.55% | Add +3.5% | 116,466 | $9.1M |
| Regal Investment Advisors LLC | 0.63% | Reduce -3.5% | 115,457 | $9.0M |
| Westside Investment Management, Inc. | 1.91% | Add +2.9% | 115,234 | $9.0M |
| Omega Financial Group, LLC | 3.40% | Add +8.3% | 114,884 | $9.0M |
| Snowden Capital Advisors LLC | 0.27% | Add +0.2% | 114,441 | $8.9M |
| Sawgrass Asset Management LLC | 0.93% | Add +2.3% | 114,005 | $8.9M |
| Summit Global Investments | 0.56% | Add +48.8% | 113,396 | $8.9M |
| Stephens Group Asset Management, LLC | 0.74% | Add +8.1% | 113,337 | $8.8M |
| Patriot Investment Management Group, Inc. | 0.64% | Add +0.3% | 112,212 | $8.8M |
| Wells Trecaso Financial Group, LLC | 2.88% | Add +0.5% | 112,183 | $8.8M |
| World Investment Advisors | 0.27% | Add +87.4% | 111,809 | $8.7M |
| Rovin Capital /Ut/ | 3.22% | Reduce -11.3% | 111,385 | $8.7M |
| B. Riley Wealth Advisors, Inc. | 0.24% | Add +3.4% | 112,301 | $8.7M |
| SYM FINANCIAL Corp | 1.16% | Reduce -0.0% | 110,892 | $8.7M |
| Wealthstream Advisors, Inc. | 1.57% | Reduce -0.4% | 110,581 | $8.6M |
| Fidelis Capital Partners, LLC | 1.01% | Add +98.3% | 114,532 | $8.5M |
| Graypoint LLC | 0.54% | Add +0.3% | 108,661 | $8.5M |
| Country Club Bank | 0.56% | Reduce -0.3% | 108,044 | $8.5M |
| Cim Investment Management Inc. | 2.50% | Reduce -0.5% | 108,297 | $8.5M |
| Richard W. Paul & Associates, LLC | 3.01% | Add +1.4% | 107,443 | $8.4M |
| IHT Wealth Management, LLC | 0.24% | Add +41.1% | 107,396 | $8.4M |
| Fairway Wealth LLC | 4.24% | Add +6.6% | 106,926 | $8.3M |
| Waldron Private Wealth LLC | 0.35% | Add +1.7% | 106,856 | $8.3M |
| Smith Salley Wealth Management | 0.54% | Add +1.9% | 106,744 | $8.3M |
| Widmann Financial Services, Inc. | 6.23% | Add +2.0% | 105,388 | $8.2M |
| Cypress Financial Planning LLC | 3.02% | Add +20.0% | 104,594 | $8.2M |
| Cordgrass Capital Advisors, LLC | 2.36% | Reduce -30.4% | 104,345 | $8.1M |
| Columbia Bank | 2.97% | Add +3.8% | 103,850 | $8.1M |
| Chicago Partners Investment Group LLC | 0.29% | Add +1.0% | 109,071 | $8.1M |
| Plancorp, LLC | 0.33% | Reduce -0.0% | 102,586 | $8.0M |
| Scotia Capital Inc. | 0.04% | Add +73.9% | 102,357 | $8.0M |
| Jackson Hole Capital Partners, LLC | 1.64% | Reduce -4.0% | 100,795 | $7.9M |
| Horizon Bancorp Inc. | 3.63% | Add +15.2% | 100,539 | $7.8M |
| Cornerstone Advisory, LLC | 1.03% | Add +1.6% | 100,505 | $7.8M |
| Ashton Thomas Private Wealth, LLC | 0.42% | Add +4.8% | 100,258 | $7.8M |
| Pinnacle Financial Partners Inc | 0.16% | Reduce -3.0% | 99,856 | $7.8M |
| Mechanics Financial Corp | 3.40% | Add +9.8% | 99,586 | $7.8M |
| Beacon Harbor Wealth Advisors, Inc. | 1.85% | Add +5.1% | 99,537 | $7.8M |
| Next Capital Management LLC | 3.16% | Add +12.3% | 99,359 | $7.8M |
| Montz Harcus Wealth Management LLC | 4.52% | Add +1.6% | 99,178 | $7.7M |
| Affinity Capital Advisors, LLC | 1.50% | Reduce -3.5% | 99,006 | $7.7M |
| HB Wealth Management, LLC | 0.08% | Add +3.7% | 98,753 | $7.7M |
| Abound Wealth Management | 2.55% | Reduce -2.6% | 98,416 | $7.7M |
| Acorn Creek Capital LLC | 4.05% | Add +8.6% | 97,903 | $7.6M |
| Alliance Wealth Management Group | 2.03% | Add +10.8% | 97,739 | $7.6M |
| First Merchants Corp. | 0.29% | Add +8.1% | 97,185 | $7.6M |
| Charles Schwab Trust Co | 0.65% | Reduce -7.1% | 96,938 | $7.6M |
| Element Pointe Advisors, LLC | 1.83% | Add +4.2% | 96,592 | $7.5M |
| Providence Capital Advisors, LLC | 1.49% | Add +4.3% | 96,231 | $7.5M |
| TCV Trust & Wealth Management, Inc. | 0.67% | Add +0.2% | 95,702 | $7.5M |
| Legacy Capital Wealth Partners, LLC | 1.49% | Reduce -4.7% | 100,841 | $7.4M |
| Stratos Investment Management, LLC | 0.52% | Add +3.4% | 95,191 | $7.4M |
| Pegasus Partners Ltd. | 0.69% | Add +0.6% | 94,973 | $7.4M |
| Red Tortoise LLC | 3.73% | Add +1.4% | 94,797 | $7.4M |
| Birchcreek Wealth Management, LLC | 4.84% | Add +4.8% | 94,726 | $7.4M |
| Wade Financial Advisory, Inc | 2.47% | Add +4.1% | 94,179 | $7.4M |
| State of Tennessee, Department of Treasury | 0.03% | No change | 93,731 | $7.3M |
| FDx Advisors, Inc. | 1.99% | Add +0.1% | 93,562 | $7.3M |
| YHB Investment Advisors, Inc. | 0.60% | Add +1.4% | 93,342 | $7.3M |
| Rodgers & Associates, LTD | 0.85% | Add +4.1% | 91,636 | $7.2M |
| Avion Wealth | 1.87% | Reduce -0.2% | 91,638 | $7.2M |
| IFP Advisors, Inc | 0.26% | Add +77.7% | 91,435 | $7.1M |
| Bessemer Group Inc. | 0.01% | Add +39.2% | 91,307 | $7.1M |
| Continuum Advisory, LLC | 0.91% | Add +9.2% | 98,573 | $7.1M |
| Calamos Wealth Management LLC | 0.37% | Reduce -0.9% | 90,796 | $7.1M |
| Oakwell Private Wealth Management, LLC | 2.02% | Reduce -3.7% | 89,823 | $7.0M |
| Aspen Wealth Strategies, LLC | 4.51% | Add +5.5% | 89,751 | $7.0M |
| Emerald Advisors, LLC | 1.00% | Add +4.6% | 90,732 | $6.9M |
| Penney Financial, LLC | 4.71% | Add +6.1% | 88,562 | $6.9M |
| Claro Advisors Inc. | 0.89% | Add +0.1% | 88,417 | $6.9M |
| Defined Wealth Management, LLC | 4.47% | Add +1.7% | 88,238 | $6.9M |
| Private Trust Co. NA | 0.69% | Add +2.3% | 87,567 | $6.8M |
| Insight 2811, Inc. | 3.40% | Reduce -4.0% | 87,395 | $6.8M |
| Planned Solutions, Inc. | 2.77% | Add +0.3% | 87,292 | $6.8M |
| Agf Management Ltd. | 0.03% | Reduce -1.9% | 87,176 | $6.8M |
| Aspect Partners, LLC | 3.78% | Add +29.0% | 86,284 | $6.7M |
| Alera Investment Advisors, LLC | 0.79% | Add +1.7% | 86,181 | $6.7M |
| Camelot Technology Advisors, Inc. | 5.87% | Reduce -1.2% | 85,014 | $6.6M |
| Paladin Advisory Group, LLC | 4.87% | Add +4.1% | 84,566 | $6.6M |
| Kowal Investment Group, LLC | 1.20% | Add +23.7% | 83,697 | $6.5M |
| King Wealth Management Group | 1.01% | Reduce -9.9% | 83,236 | $6.5M |
| Rwa Wealth Partners, LLC | 0.08% | Reduce -46.7% | 83,125 | $6.5M |
| Mayflower Financial Advisors, LLC | 0.97% | Add +0.3% | 82,849 | $6.5M |
| Transcend Capital Advisors, LLC | 0.43% | Reduce -11.1% | 82,799 | $6.5M |
| Great Valley Advisor Group, Inc. | 0.16% | Add +13.4% | 81,689 | $6.4M |
| Leuthold Group, LLC | 0.70% | Reduce -1.2% | 81,228 | $6.3M |
| Wealthcare Advisory Partners LLC | 0.18% | Add +90.5% | 79,974 | $6.2M |
| Relyea Zuckerberg Hanson LLC | 0.95% | Reduce -2.1% | 79,712 | $6.2M |
| Clayton Financial Group LLC | 2.31% | Add +10.7% | 79,032 | $6.2M |
| Merkkuri Wealth Advisors LLC | 4.87% | Add +9.7% | 79,030 | $6.2M |
| Aspen Investment Management Inc | 2.87% | Add +1.0% | 78,945 | $6.2M |
| Westfuller Advisors, LLC | 4.38% | — | 78,152 | $6.1M |
| Laurel Wealth Advisors LLC | 0.98% | Add +0.6% | 78,094 | $6.1M |
| Kendall Capital Management | 1.86% | Add +0.5% | 77,275 | $6.0M |
| Aprio Wealth Management, LLC | 0.96% | Reduce -4.1% | 76,820 | $6.0M |
| Wealth Dimensions Group, Ltd. | 1.50% | Reduce -1.5% | 75,928 | $5.9M |
| Auour Investments LLC | 2.11% | Reduce -1.7% | 79,209 | $5.9M |
| Capital Investment Advisory Services, LLC | 0.56% | Add +2.0% | 75,067 | $5.9M |
| Bleakley Financial Group, LLC | 0.18% | Reduce -1.8% | 74,993 | $5.9M |
| LongView Wealth Management | 1.86% | Add +14.3% | 74,858 | $5.8M |
| Moody National Bank Trust Division | 0.62% | No change | 74,744 | $5.8M |
| Brio Consultants, LLC | 0.93% | Add +5.3% | 74,737 | $5.8M |
| Nepc LLC | 0.17% | No change | 74,335 | $5.8M |
| O'shaughnessy Asset Management, LLC | 0.05% | Add +43.2% | 75,472 | $5.8M |
| Deutsche Bank AG | 0.00% | Add +0.6% | 74,214 | $5.8M |
| Eldridge Investment Advisors, Inc. | 1.36% | Reduce -1.8% | 74,156 | $5.8M |
| Townsquare Capital LLC | 0.07% | Add +6.8% | 73,998 | $5.8M |
| Urban Financial Advisory Corp | 3.16% | Reduce -0.3% | 73,389 | $5.7M |
| Telos Capital Management, Inc. | 0.60% | Reduce -0.2% | 72,825 | $5.7M |
| Legacy Financial Advisors, Inc. | 0.95% | Reduce -1.2% | 72,819 | $5.7M |
| Nations Financial Group Inc, /Ia/ | 0.41% | Add +2.4% | 71,836 | $5.6M |
| Western Wealth Management, LLC | 0.32% | Add +7.2% | 71,735 | $5.6M |
| Interchange Capital Partners, LLC | 1.99% | Reduce -1.0% | 71,692 | $5.6M |
| Nwam LLC | 0.34% | New | 71,067 | $5.5M |
| Spinnaker Trust | 0.34% | Add +2.4% | 70,821 | $5.5M |
| EP Wealth Advisors, LLC | 0.05% | Add +14.4% | 70,718 | $5.5M |
| TFB Advisors LLC | 1.64% | Add +3.0% | 70,717 | $5.5M |
| Louisbourg Investments Inc. | 1.39% | Add +13.4% | 70,328 | $5.5M |
| Mutual Advisors, LLC | 0.16% | Reduce -5.3% | 73,092 | $5.5M |
| Acima Private Wealth, LLC | 1.82% | Add +7.5% | 69,647 | $5.4M |
| Private Client Services, LLC | 2.91% | Add +19.8% | 69,420 | $5.4M |
| Argent Trust Co | 0.22% | Reduce -0.5% | 69,279 | $5.4M |
| Arkadios Wealth Advisors | 0.31% | Add +11.7% | 69,220 | $5.4M |
| Baron Silver Stevens Financial Advisors, LLC | 0.94% | Add +8.3% | 68,672 | $5.4M |
| Investment Partners, LTD. | 2.21% | Reduce -0.1% | 68,135 | $5.3M |
| Dorsey & Whitney Trust CO LLC | 0.28% | Reduce -7.1% | 67,959 | $5.3M |
| Fifth Third Securities, Inc. | 0.50% | Reduce -1.7% | 67,639 | $5.3M |
| CENTRAL TRUST Co | 0.12% | Reduce -59.5% | 67,639 | $5.3M |
| CFS Investment Advisory Services, LLC | 0.44% | Add +1.7% | 67,503 | $5.3M |
| Boston Research & Management Inc. | 1.23% | Add +1.7% | 67,485 | $5.3M |
| Ewa, LLC | 1.87% | Add +224.5% | 72,545 | $5.2M |
| Financial Synergies Wealth Advisors, Inc. | 0.64% | Reduce -1.6% | 66,319 | $5.2M |
| Creative Financial Designs Inc. | 0.44% | Reduce -6.8% | 66,316 | $5.2M |
| Fiducient Advisors LLC | 0.60% | Add +4.0% | 66,273 | $5.2M |
| Tritonpoint Wealth, LLC | 0.47% | Reduce -9.2% | 65,836 | $5.2M |
| Apella Capital, LLC | 0.21% | Reduce -1.3% | 66,519 | $5.1M |
| AAF Wealth Management, LLC | 2.58% | Reduce -1.7% | 65,610 | $5.1M |
| Sharp Wealth Advisory, LLC | 3.95% | Add +477.8% | 65,494 | $5.1M |
| Tanglewood Wealth Management, Inc. | 0.59% | Reduce -4.3% | 65,244 | $5.1M |
| Elmwood Wealth Management, Inc. | 2.10% | Add +25.6% | 65,149 | $5.1M |
| Eagle Strategies LLC | 0.91% | Add +0.6% | 64,701 | $5.0M |
| Segment Wealth Management, LLC | 0.35% | Reduce -8.4% | 64,515 | $5.0M |
| TAGStone Capital, Inc. | 2.56% | Reduce -0.1% | 64,284 | $5.0M |
| Certified Advisory Corp | 0.56% | Add +3.6% | 64,231 | $5.0M |
| Carrera Capital Advisors | 1.22% | Add +1.1% | 64,174 | $5.0M |
| Fairview Capital Investment Management, LLC | 0.27% | Reduce -0.8% | 63,951 | $5.0M |
| Bowman & Co S.C. | 2.63% | Add +0.7% | 63,933 | $5.0M |
| Parkside Financial Bank & Trust | 0.70% | Add +0.0% | 63,921 | $5.0M |
| Sunbelt Securities, Inc. | 0.49% | Add +10.6% | 63,819 | $5.0M |
| Roble, Belko & Company, Inc | 0.78% | No change | 63,771 | $5.0M |
| Flagstar Securities, Inc. | 1.26% | Reduce -3.3% | 63,750 | $5.0M |
| Atlanta Consulting Group Advisors, LLC | 1.23% | Reduce -63.5% | 63,478 | $5.0M |
| Cahaba Wealth Management, Inc. | 0.41% | Reduce -17.4% | 63,310 | $4.9M |
| Farrow Financial, Inc. | 3.09% | Add +3.2% | 62,908 | $4.9M |
| Hilltop Holdings Inc. | 0.32% | Reduce -27.6% | 62,896 | $4.9M |
| Seldon Capital LP | 2.75% | No change | 62,425 | $4.9M |
| Swmg, LLC | 2.01% | Reduce -6.5% | 67,658 | $4.9M |
| TruNorth Capital Management, LLC | 1.44% | Reduce -1.2% | 62,333 | $4.9M |
| Intrua Financial, LLC | 0.78% | Add +0.7% | 61,608 | $4.8M |
| TRUE Private Wealth Advisors | 0.57% | Reduce -16.0% | 61,331 | $4.8M |
| Emergent Wealth Advisors, LLC | 3.53% | Reduce -8.1% | 61,116 | $4.8M |
| Nisa Investment Advisors, LLC | 0.03% | No change | 60,000 | $4.7M |
| Orrstown Financial Services Inc. | 1.38% | Add +6.6% | 59,713 | $4.7M |
| Prospera Financial Services Inc | 0.12% | Reduce -11.3% | 59,645 | $4.7M |
| Invera Wealth Advisors, LLC | 4.63% | Reduce -2.8% | 62,306 | $4.7M |
| Fiduciary Group, LLC | 0.47% | Reduce -1.5% | 59,363 | $4.6M |
| J.W. Cole Advisors, Inc. | 0.19% | Add +1.7% | 58,274 | $4.5M |
| Focus Partners Advisor Solutions, LLC | 0.10% | Add +2.5% | 58,179 | $4.5M |
| Meeder Asset Management Inc. | 0.30% | No change | 58,023 | $4.5M |
| Harbor Investment Advisory, LLC | 0.44% | Add +1.0% | 57,734 | $4.5M |
| MSH Capital Advisors LLC | 1.37% | Add +2.3% | 57,572 | $4.5M |
| Accurate Wealth Management, LLC | 0.90% | Add +28.9% | 59,311 | $4.5M |
| Waypoint Wealth Partners Inc. | 1.19% | No change | 57,399 | $4.5M |
| Beirne Wealth Consulting Services, LLC | 1.55% | Add +3.9% | 56,674 | $4.4M |
| Signet Financial Management, LLC | 0.56% | Reduce -0.3% | 56,622 | $4.4M |
| Confluence Wealth Services, Inc. | 0.32% | Add +0.4% | 56,481 | $4.4M |
| Wealth Alliance, LLC | 0.53% | Reduce -1.9% | 56,468 | $4.4M |
| Prism Advisors, Inc. | 1.25% | Reduce -2.1% | 56,218 | $4.4M |
| Smith Shellnut Wilson LLC | 1.97% | Reduce -0.4% | 55,898 | $4.4M |
| Bray Capital Advisors | 1.07% | Reduce -13.1% | 55,860 | $4.4M |
| Ade, LLC | 2.66% | Add +1.0% | 55,477 | $4.3M |
| Caldwell Trust Co | 0.45% | Add +1.8% | 55,199 | $4.3M |
| Endowment Wealth Management, Inc. | 2.82% | Add +1.9% | 54,877 | $4.3M |
| High Net Worth Advisory Group LLC | 1.19% | Reduce -1.6% | 54,842 | $4.3M |
| Journey Strategic Wealth LLC | 0.16% | Add +222.8% | 54,685 | $4.3M |
| Cibc World Market Inc. | 0.01% | Reduce -68.5% | 54,676 | $4.3M |
| Global Trust Asset Management, LLC | 1.58% | Reduce -0.9% | 54,636 | $4.3M |
| Level Four Advisory Services, LLC | 0.18% | Add +0.1% | 57,742 | $4.3M |
| Soltis Investment Advisors LLC | 0.42% | Add +0.5% | 54,414 | $4.2M |
| Busey Bank | 0.14% | Add +17.0% | 54,401 | $4.2M |
| PACK Private Wealth, LLC | 2.38% | Add +0.2% | 53,732 | $4.2M |
| Spectrum Wealth Counsel, LLC | 0.49% | Reduce -17.3% | 53,624 | $4.2M |
| Trust Point Inc. | 0.31% | Reduce -0.1% | 53,586 | $4.2M |
| Hubbell Strickland Wealth Management, LLC | 1.96% | Add +1.5% | 53,577 | $4.2M |
| Canvas Wealth Advisors, LLC | 1.15% | Add +11.0% | 53,241 | $4.2M |
| Summit Trail Advisors, LLC | 0.10% | Add +3.4% | 52,627 | $4.1M |
| Oppenheimer & Co. Inc. | 0.06% | Reduce -1.7% | 52,232 | $4.1M |
| William Howard & Co Financial Advisors Inc | 3.48% | Add +3.3% | 52,218 | $4.1M |
| One Degree Advisors Inc | 1.71% | Add +1.9% | 51,698 | $4.0M |
| Outlook Wealth Advisors, LLC | 1.15% | Add +5.5% | 51,489 | $4.0M |
| PrairieView Partners, LLC | 0.42% | Add +1.3% | 51,304 | $4.0M |
| Avior Wealth Management, LLC | 0.16% | Reduce -12.2% | 51,190 | $4.0M |
| JGP Wealth Management, LLC | 0.51% | Add +3.0% | 51,097 | $4.0M |
| Visionary Wealth Advisors | 0.24% | Reduce -0.6% | 51,028 | $4.0M |
| FAS Wealth Partners, Inc. | 0.32% | Add +6.0% | 50,972 | $4.0M |
| Element Wealth, LLC | 2.09% | Reduce -0.7% | 50,654 | $4.0M |
| Valmark Advisers, Inc. | 0.06% | Add +9.5% | 50,491 | $3.9M |
| Rinkey Investments | 1.27% | No change | 50,383 | $3.9M |
| Enclave Advisors LLC | 0.67% | — | 50,374 | $3.9M |
| Brooklyn FI, LLC | 1.38% | Add +21.9% | 50,019 | $3.9M |
| Centerpoint Advisors, LLC | 1.34% | Reduce -3.9% | 49,447 | $3.9M |
| Eley Financial Management, Inc | 1.55% | Reduce -1.5% | 49,308 | $3.8M |
| First United Bank & Trust | 1.38% | Reduce -0.5% | 49,301 | $3.8M |
| Koshinski Asset Management, Inc. | 0.33% | Reduce -6.5% | 49,137 | $3.8M |
| Heritage Family Offices, LLP | 1.98% | Reduce -6.7% | 49,020 | $3.8M |
| Rational Advisors, Inc. | 0.38% | Add +125.9% | 48,950 | $3.8M |
| SkyView Investment Advisors, LLC | 0.63% | No change | 48,909 | $3.8M |
| Lido Advisors, LLC | 0.03% | Add +1.3% | 48,866 | $3.8M |
| Roundview Capital LLC | 0.28% | Add +6.9% | 48,850 | $3.8M |
| Pembroke Management, LTD | 0.48% | Add +0.5% | 48,708 | $3.8M |
| Collective Family Office LLC | 1.03% | Reduce -8.1% | 48,576 | $3.8M |
| Chesley Taft & Associates LLC | 0.18% | No change | 48,515 | $3.8M |
| Empower Advisory Group, LLC | 0.01% | Add +11.2% | 48,375 | $3.8M |
| CIBC Private Wealth Group LLC | 0.01% | Add +40.8% | 48,108 | $3.8M |
| CVA Family Office, LLC | 0.61% | Reduce -5.2% | 48,001 | $3.7M |
| Quantinno Capital Management LP | 0.05% | Reduce -22.3% | 47,537 | $3.7M |
| Kanawha Capital Management LLC | 0.27% | Add +0.1% | 47,160 | $3.7M |
| Wilmington Savings Fund Society, FSB | 0.07% | Add +16.3% | 46,839 | $3.7M |
| Palisade Asset Management, LLC | 0.36% | Add +0.9% | 46,785 | $3.7M |
| Wakefield Asset Management LLLP | 1.18% | Add +0.1% | 46,543 | $3.6M |
| Bridges Investment Management Inc. | 0.05% | Reduce -1.0% | 46,059 | $3.6M |
| Windward Private Wealth Management Inc. | 1.36% | Reduce -0.6% | 45,448 | $3.5M |
| D.A. Davidson & Co. | 0.03% | Add +16.9% | 45,397 | $3.5M |
| Brighton Jones LLC | 0.13% | Add +14.3% | 45,012 | $3.5M |
| Sandy Cove Advisors, LLC | 1.43% | Add +12.6% | 44,913 | $3.5M |
| Okabena Investment Services Inc. | 0.98% | No change | 44,443 | $3.5M |
| Patton Albertson Miller Group, LLC | 0.47% | Reduce -0.6% | 44,340 | $3.5M |
| Cynosure Group, LLC | 0.50% | Add +14.5% | 44,163 | $3.4M |
| Harbour Investments, Inc. | 0.10% | Add +13.3% | 44,049 | $3.4M |
| Brown Wealth Management, LLC | 1.24% | Add +3.5% | 43,888 | $3.4M |
| Phillips Financial Management, LLC | 0.27% | Reduce -0.5% | 43,836 | $3.4M |
| Wellington Wealth Strategies, LLC. | 2.60% | New | 46,356 | $3.4M |
| Beacon Bridge Wealth Partners, LLC | 1.47% | Reduce -3.1% | 43,746 | $3.4M |
| PFG Advisors | 0.21% | Reduce -2.8% | 43,480 | $3.4M |
| CSM Advisors, LLC | 0.22% | No change | 43,474 | $3.4M |
| Ellis Investment Partners, LLC | 0.65% | Reduce -0.8% | 42,984 | $3.4M |
| Manhattan West Asset Management, LLC | 0.87% | Add +10.0% | 42,925 | $3.4M |
| Traveka Wealth, LLC | 1.70% | Reduce -8.4% | 42,833 | $3.3M |
| Madison Wealth Partners, Inc | 0.99% | Add +7.9% | 42,792 | $3.3M |
| Bigelow Investment Advisors, LLC | 1.46% | Reduce -0.6% | 41,947 | $3.3M |
| Islay Capital Management, LLC | 2.21% | Add +1.5% | 41,883 | $3.3M |
| Shufro Rose & Co. LLC | 0.27% | No change | 44,859 | $3.3M |
| Obsidian Cio, LLC | 0.68% | Add +0.3% | 41,343 | $3.2M |
| Kingsview Wealth Management, LLC | 0.07% | Add +30.0% | 41,039 | $3.2M |
| Capital Investment Counsel, LLC | 0.55% | Add +16.9% | 40,953 | $3.2M |
| Sierra Capital LLC | 0.38% | New | 40,918 | $3.2M |
| Invst, LLC | 0.38% | Add +5.5% | 40,722 | $3.2M |
| One Capital Management, LLC | 0.10% | Reduce -10.0% | 40,674 | $3.2M |
| Boyd Wealth Management, LLC | 1.61% | Reduce -2.0% | 40,644 | $3.2M |
| Cary Street Partners Investment Advisory LLC | 0.12% | Add +3.2% | 40,151 | $3.1M |
| Vanguard Group Inc. | 0.00% | Add +65.0% | 40,128 | $3.1M |
| Petix & Botte Co | 0.83% | Reduce -1.2% | 39,771 | $3.1M |
| AtlasMark Financial, Inc | 2.88% | — | 39,725 | $3.1M |
| Elevation Point Wealth Partners, LLC | 0.30% | Add +0.7% | 39,590 | $3.1M |
| Legacy Trust | 0.71% | No change | 39,580 | $3.1M |
| Hollencrest Capital Management | 0.13% | Add +0.9% | 39,498 | $3.1M |
| Econ Financial Services Corp | 1.72% | Reduce -64.8% | 39,458 | $3.1M |
| LTG Capital LLC | 2.56% | Add +6.1% | 39,446 | $3.1M |
| BWM Planning, LLC | 1.36% | — | 39,411 | $3.1M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +4.5% | 39,332 | $3.1M |
| Hofer & Associates. Inc | 2.11% | Add +0.1% | 39,256 | $3.1M |
| Elyxium Wealth, LLC | 1.68% | — | 39,072 | $3.0M |
| Aletheian Wealth Advisors LLC | 1.77% | Reduce -8.3% | 38,933 | $3.0M |
| SlateStone Wealth, LLC | 0.27% | Add +33.0% | 38,749 | $3.0M |
| Cowa, LLC | 1.42% | Reduce -5.3% | 38,169 | $3.0M |
| Leavell Investment Management, Inc. | 0.15% | Reduce -0.9% | 38,139 | $3.0M |
| Thoroughbred Financial Services, LLC | 0.19% | Add +0.3% | 38,043 | $3.0M |
| Hamilton Wealth, LLC | 0.72% | Reduce -17.8% | 37,954 | $3.0M |
| GeoWealth Management, LLC | 0.10% | Reduce -12.0% | 37,895 | $3.0M |
| Mma Asset Management LLC | 0.79% | Add +104.0% | 41,559 | $3.0M |
| Annapolis Financial Services, LLC | 0.87% | No change | 37,721 | $2.9M |
| WCG Wealth Advisors LLC | 0.20% | Add +125.1% | 37,655 | $2.9M |
| Patten Group, Inc. | 0.65% | Add +0.1% | 37,610 | $2.9M |
| Howe & Rusling Inc. | 0.25% | Reduce -3.8% | 37,590 | $2.9M |
| PFG Investments, LLC | 0.19% | Add +155.6% | 37,572 | $2.9M |
| Ascent Group, LLC | 0.22% | Reduce -2.6% | 37,478 | $2.9M |
| Colonial Trust Advisors | 0.25% | Add +72.2% | 37,355 | $2.9M |
| Bryn Mawr Trust Advisors, LLC | 0.16% | Reduce -33.3% | 37,256 | $2.9M |
| Brookstone Capital Management | 0.04% | Reduce -4.1% | 37,237 | $2.9M |
| Raffa Wealth Management, LLC | 0.70% | Reduce -26.9% | 37,076 | $2.9M |
| Lane & Associates LLC | 1.57% | Add +1.3% | 36,986 | $2.9M |
| Beam Wealth Advisors, Inc. | 0.87% | Add +3.2% | 36,888 | $2.9M |
| Susquehanna International Group, LLP | 0.01% | Reduce -92.9% | 36,866 | $2.9M |
| Cambridge Financial Group, LLC | 1.19% | Reduce -0.7% | 36,641 | $2.9M |
| WealthCare Investment Partners, LLC | 1.25% | Add +3.6% | 37,119 | $2.8M |
| Clear Investment Research, LLC | 3.69% | Reduce -5.0% | 36,379 | $2.8M |
| Ameritas Advisory Services, LLC | 0.12% | Reduce -2.5% | 36,289 | $2.8M |
| Silvercrest Asset Management Group LLC | 0.02% | Reduce -2.6% | 36,170 | $2.8M |
| Old Port Advisors | 0.78% | Add +12.2% | 36,126 | $2.8M |
| Dravo Bay LLC | 1.45% | Reduce -4.2% | 36,118 | $2.8M |
| Peak Financial Management, Inc. | 0.82% | Reduce -0.3% | 35,976 | $2.8M |
| Wedbush Securities Inc. | 0.10% | Reduce -12.7% | 35,349 | $2.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.37% | Add +2.6% | 35,287 | $2.8M |
| Coastal Bridge Advisors, LLC | 0.68% | Add +0.1% | 35,108 | $2.7M |
| Apeiron RIA LLC | 0.78% | Add +5.6% | 34,781 | $2.7M |
| Princeton Global Asset Management LLC | 0.53% | Add +1042.8% | 34,774 | $2.7M |
| Magnus Financial Group LLC | 0.28% | Reduce -9.7% | 34,666 | $2.7M |
| 3Chopt Investment Partners, LLC | 0.96% | No change | 34,444 | $2.7M |
| Fi3 FINANCIAL ADVISORS, LLC | 1.07% | Reduce -2.5% | 34,438 | $2.7M |
| Axiom Advisory, LLC | 0.03% | Add +2.1% | 35,840 | $2.7M |
| Renasant Bank | 1.77% | Reduce -25.3% | 34,388 | $2.7M |
| Litman Gregory Wealth Management LLC | 0.22% | Add +15.8% | 34,111 | $2.7M |
| AQR Capital Management | 0.00% | Add +31.1% | 34,055 | $2.7M |
| CWS Financial Advisors, LLC | 0.93% | No change | 33,697 | $2.6M |
| 180 Wealth Advisors, LLC | 0.41% | Reduce -0.1% | 33,050 | $2.6M |
| Cornerstone Advisors Asset Management, LLC | 0.57% | Add +0.5% | 33,005 | $2.6M |
| Kings Path Partners LLC | 1.07% | Reduce -3.9% | 32,684 | $2.6M |
| Stock Yards Bank & Trust Co. | 0.08% | Add +5.3% | 32,515 | $2.5M |
| Prosperity Consulting Group, LLC | 0.20% | New | 32,350 | $2.5M |
| Evanson Asset Management, LLC | 0.18% | No change | 32,344 | $2.5M |
| ICONIQ Capital, LLC | 0.05% | Reduce -16.1% | 32,341 | $2.5M |
| Bryant Woods Investment Advisors, LLC | 1.28% | Add +19.4% | 32,129 | $2.5M |
| Florida Trust Wealth Management Co | 0.08% | Add +53.6% | 32,110 | $2.5M |
| Fulton Bank, N.A. | 0.10% | Add +5.8% | 32,101 | $2.5M |
| GoalVest Advisory LLC | 0.72% | Add +16.4% | 31,974 | $2.5M |
| Moneco Advisors, LLC | 0.31% | Reduce -3.0% | 31,803 | $2.5M |
| Wetzel Investment Advisors, Inc. | 1.24% | Reduce -1.9% | 31,410 | $2.5M |
| Pinion Investment Advisors, LLC | 1.02% | Add +6.0% | 31,354 | $2.4M |
| LGL Partners, LLC | 0.34% | No change | 31,347 | $2.4M |
| Laird Norton Wetherby Wealth Management, LLC | 0.11% | Add +3.5% | 31,280 | $2.4M |
| Wiser Wealth Management, Inc | 0.70% | Add +103.0% | 31,230 | $2.4M |
| Center For Asset Management LLC | 1.45% | Add +22.0% | 31,132 | $2.4M |
| Apollon Financial, LLC | 0.71% | Add +1.3% | 31,074 | $2.4M |
| Strategic Blueprint, LLC | 0.15% | Add +64.8% | 30,904 | $2.4M |
| Denver PWM, LLC | 0.91% | No change | 30,865 | $2.4M |
| Edge Financial Advisors LLC | 2.13% | Add +21.0% | 30,782 | $2.4M |
| Wesbanco Bank Inc. | 0.08% | Reduce -13.5% | 30,633 | $2.4M |
| Argent Financial Group, Inc. | 0.28% | — | 30,617 | $2.4M |
| Columbus Macro, LLC | 0.86% | Reduce -1.1% | 30,847 | $2.4M |
| Morton Brown Family Wealth, LLC | 0.84% | Reduce -3.0% | 30,305 | $2.4M |
| Colton Groome Financial Advisors, LLC | 0.88% | Reduce -4.5% | 30,274 | $2.4M |
| Parsons Capital Management Inc. | 0.15% | Add +2.1% | 30,206 | $2.4M |
| Evercore Wealth Management, LLC | 0.04% | No change | 30,056 | $2.3M |
| Glenview Trust Co | 0.05% | Reduce -2.2% | 30,056 | $2.3M |
| Pinnacle Bancorp, Inc. | 0.62% | Add +34.5% | 29,907 | $2.3M |
| North Star Investment Management Corp. | 0.16% | Reduce -9.4% | 29,833 | $2.3M |
| Biltmore Family Office, LLC | 0.40% | Reduce -0.0% | 29,819 | $2.3M |
| Independent Advisor Alliance | 0.08% | Reduce -2.5% | 29,710 | $2.3M |
| Ocean Park Asset Management, LLC | 0.10% | New | 29,633 | $2.3M |
| NorthRock Partners, LLC | 0.08% | Reduce -1.3% | 29,453 | $2.3M |
| Investment Advisory Group, LLC | 0.79% | Reduce -0.9% | 29,268 | $2.3M |
| Waycross Investment Management Co | 2.10% | Add +0.7% | 29,239 | $2.3M |
| CIC Wealth, LLC | 0.59% | Add +1.9% | 29,162 | $2.3M |
| Richard P Slaughter Associates Inc | 0.53% | Reduce -9.1% | 29,123 | $2.3M |
| Capital Advisors, Ltd. LLC | 0.28% | Reduce -4.8% | 29,038 | $2.3M |
| Diversify Advisory Services, LLC | 0.12% | Add +9.4% | 30,105 | $2.3M |
| Wharton Business Group, LLC | 0.10% | Reduce -11.4% | 28,898 | $2.3M |
| Schiavi & Co LLC | 0.82% | Reduce -2.0% | 28,884 | $2.3M |
| AdvisorNet Financial, Inc | 0.17% | Add +28.2% | 28,857 | $2.3M |
| Silverlake Wealth Management LLC | 0.86% | Reduce -3.7% | 28,656 | $2.2M |
| KPP Advisory Services LLC | 0.53% | Reduce -1.4% | 28,476 | $2.2M |
| Williams & Novak, LLC | 2.06% | Reduce -9.3% | 28,350 | $2.2M |
| 4Thought Financial Group Inc. | 1.36% | Reduce -16.7% | 28,304 | $2.2M |
| Meridian Wealth Management, LLC | 0.11% | Reduce -5.2% | 28,219 | $2.2M |
| Lineweaver Wealth Advisors, LLC | 0.42% | Add +2.8% | 28,139 | $2.2M |
| Legacy Advisors, LLC | 0.23% | New | 27,751 | $2.2M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Add +2.7% | 27,676 | $2.2M |
| Simplicity Wealth,LLC | 0.20% | Reduce -73.8% | 27,600 | $2.2M |
| Occidental Asset Management, LLC | 0.35% | Add +21.3% | 27,584 | $2.2M |
| RHS Financial, LLC | 1.08% | Add +4.3% | 27,579 | $2.2M |
| Ignite Planners, LLC | 0.49% | Add +6.5% | 27,492 | $2.1M |
| NDVR, Inc. | 2.19% | Add +2.5% | 27,346 | $2.1M |
| Godshalk Welsh Capital Management, Inc. | 1.35% | Add +4.4% | 27,330 | $2.1M |
| Knightsbridge Asset Management, LLC | 0.48% | Add +60.1% | 27,206 | $2.1M |
| St. Louis Trust Co | 0.30% | No change | 27,070 | $2.1M |
| Certus Wealth Management, LLC | 1.47% | Reduce -2.7% | 26,975 | $2.1M |
| Lee Financial Co | 0.30% | No change | 26,816 | $2.1M |
| Zions Bancorporation, N.A. | 0.15% | No change | 26,809 | $2.1M |
| New Century Financial Group, LLC | 0.77% | Reduce -0.3% | 26,763 | $2.1M |
| Valley Wealth Managers, Inc. | 0.15% | Reduce -0.9% | 26,692 | $2.1M |
| Compound Planning, Inc. | 0.13% | Add +11.3% | 26,668 | $2.1M |
| Wealthgarden F.S. LLC | 2.02% | Reduce -3.4% | 26,593 | $2.1M |
| Essex Financial Services, Inc. | 0.15% | Add +26.0% | 27,571 | $2.1M |
| Cornerstone Partners Capital Management, LLC | 4.06% | Reduce -93.0% | 26,421 | $2.1M |
| Planning Capital Management Corp | 1.36% | Add +33.6% | 26,250 | $2.0M |
| Hoxton Planning & Management, LLC | 0.79% | Add +111.3% | 26,207 | $2.0M |
| Choate Investment Advisors | 0.05% | Reduce -53.0% | 26,189 | $2.0M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -12.2% | 26,060 | $2.0M |
| Sax Wealth Advisors, LLC | 0.18% | Reduce -0.9% | 26,005 | $2.0M |
| Arcus Capital Partners, LLC | 0.73% | Reduce -7.9% | 25,855 | $2.0M |
| Flagship Harbor Advisors, LLC | 0.11% | Add +0.9% | 25,817 | $2.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.31% | Add +8.4% | 25,798 | $2.0M |
| Firestone Capital Management | 0.50% | Reduce -9.4% | 25,748 | $2.0M |
| Northwest Wealth Management, LLC | 0.47% | Reduce -0.5% | 25,583 | $2.0M |
| SOL Capital Management CO | 0.22% | Reduce -3.8% | 25,439 | $2.0M |
| Nilsine Partners, LLC | 0.26% | Add +8.8% | 25,442 | $2.0M |
| Panoramic Investment Advisors, LLC | 1.37% | — | 25,412 | $2.0M |
| GYL Financial Synergies, LLC | 0.15% | Add +1.1% | 25,284 | $2.0M |
| Arete Wealth Advisors, LLC | 0.17% | Reduce -65.1% | 25,262 | $2.0M |
| Sentinel Trust Co. Lba | 0.22% | Reduce -0.1% | 25,149 | $2.0M |
| SIMA Wealth Partners, LLC | 1.70% | Reduce -0.1% | 25,122 | $2.0M |
| Verdence Capital Advisors LLC | 0.16% | Add +4.8% | 25,074 | $2.0M |
| Wealthgate Family Office, LLC | 5.43% | Add +801.0% | 24,994 | $2.0M |
| ETF Portfolio Partners, Inc. | 0.57% | No change | 24,708 | $1.9M |
| Perennial Investment Advisors, LLC | 0.25% | Reduce -27.0% | 24,468 | $1.9M |
| Cullen/Frost Bankers, Inc. | 0.03% | Add +0.6% | 24,454 | $1.9M |
| Keystone Financial Group | 0.24% | New | 24,392 | $1.9M |
| SpiderRock Advisors, LLC | 0.04% | Add +429.2% | 24,373 | $1.9M |
| Sound View Wealth Advisors Group, LLC | 0.15% | Add +12.2% | 24,295 | $1.9M |
| Wealthfront Advisers LLC | 0.01% | Add +4.4% | 24,287 | $1.9M |
| Cascade Financial Partners, LLC | 0.23% | Add +8.6% | 24,763 | $1.9M |
| Roger Wittlin Investment Advisory, LLC | 1.07% | No change | 23,771 | $1.9M |
| ORG Partners LLC | 0.30% | Reduce -34.9% | 23,760 | $1.9M |
| New England Private Wealth Advisors LLC | 0.30% | Add +0.2% | 23,742 | $1.9M |
| Quadrant Private Wealth Management, LLC | 0.45% | Add +13.7% | 23,500 | $1.8M |
| Arkansas Financial Group, Inc. | 0.30% | Add +2.9% | 23,477 | $1.8M |
| Autumn Glory Partners, LLC | 0.70% | Add +91.3% | 23,400 | $1.8M |
| Steel Grove Capital Advisors, LLC | 0.26% | Reduce -1.4% | 23,296 | $1.8M |
| Debussy Capital Management LP | 0.53% | No change | 23,329 | $1.8M |
| Warner Financial, Inc. | 0.81% | Reduce -0.8% | 23,282 | $1.8M |
| Gilbert & Cook, Inc. | 0.25% | No change | 23,261 | $1.8M |
| LM Advisors LLC | 0.37% | Reduce -23.1% | 23,258 | $1.8M |
| Hassell Wealth Management, LLC | 0.75% | Add +1.5% | 24,334 | $1.8M |
| Morton Capital Management LLC | 0.35% | Add +272.0% | 23,001 | $1.8M |
| Vantage Financial Partners, LLC | 0.44% | Add +100.4% | 22,936 | $1.8M |
| JDM Financial Group LLC | 0.97% | Reduce -18.3% | 22,936 | $1.8M |
| Cyndeo Wealth Partners, LLC | 0.12% | Add +7.4% | 22,752 | $1.8M |
| JRM Investment Counsel, LLC | 0.65% | Reduce -15.7% | 22,735 | $1.8M |
| Csenge Advisory Group | 0.09% | Add +0.0% | 22,906 | $1.8M |
| Shelton Wealth Management, LLC | 1.00% | Reduce -11.6% | 22,500 | $1.8M |
| Empirical Asset Management, LLC | 0.62% | Reduce -0.1% | 22,242 | $1.7M |
| AA Financial Advisors, LLC | 0.50% | Add +27.2% | 22,199 | $1.7M |
| Disciplined Investments, LLC | 0.85% | Add +15.9% | 22,134 | $1.7M |
| First Citizens Financial Corp | 0.91% | Reduce -3.6% | 22,073 | $1.7M |
| Veracity Capital LLC | 0.66% | Add +4.5% | 21,989 | $1.7M |
| Howard Financial Services, LTD. | 0.25% | Reduce -2.7% | 21,957 | $1.7M |
| Highland Financial Advisors, LLC | 0.61% | Reduce -1.8% | 21,930 | $1.7M |
| Everhart Financial Group, Inc. | 0.38% | Add +39.0% | 21,910 | $1.7M |
| Fortress Wealth Management, Inc. | 0.85% | Reduce -69.5% | 21,898 | $1.7M |
| StrongBox Wealth, LLC | 0.73% | Reduce -5.6% | 21,885 | $1.7M |
| Macroview Investment Management LLC | 1.67% | Reduce -0.9% | 21,849 | $1.7M |
| Verus Capital Partners, LLC | 0.17% | Add +5.6% | 21,846 | $1.7M |
| Invesco Ltd. | 0.00% | New | 21,750 | $1.7M |
| Dentgroup LLC | 1.27% | Add +81.7% | 21,734 | $1.7M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -2.1% | 21,710 | $1.7M |
| Inspire Advisors, LLC | 0.21% | Add +30.6% | 21,695 | $1.7M |
| First Bank & Trust | 0.32% | Reduce -0.6% | 21,680 | $1.7M |
| Arrowroot Family Office, LLC | 0.99% | Reduce -0.6% | 21,666 | $1.7M |
| Lazari Capital Management, Inc. | 0.72% | Reduce -0.3% | 21,645 | $1.7M |
| Kingswood Wealth Advisors, LLC | 0.12% | Add +61.4% | 21,547 | $1.7M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +1.3% | 21,542 | $1.7M |
| Financial Partners Group, Inc | 0.25% | Reduce -0.1% | 21,509 | $1.7M |
| FineMark National Bank & Trust | 0.06% | Add +0.9% | 21,491 | $1.7M |
| Pallas Capital Advisors LLC | 0.07% | Add +0.1% | 22,237 | $1.7M |
| AlTi Global, Inc. | 0.04% | No change | 21,263 | $1.7M |
| Wind River Trust Co | 0.64% | No change | 21,203 | $1.7M |
| Colonial Trust Co / SC | 0.25% | Reduce -1.3% | 21,160 | $1.7M |
| Prio Wealth Limited Partnership | 0.05% | No change | 20,976 | $1.6M |
| Grant/GrossMendelsohn, LLC | 0.70% | Add +12.2% | 20,803 | $1.6M |
| Sapient Capital LLC | 0.03% | Add +75.5% | 20,622 | $1.6M |
| HBK Sorce Advisory LLC | 0.05% | Add +0.1% | 20,540 | $1.6M |
| Source Financial Advisors LLC | 0.47% | Reduce -21.3% | 20,533 | $1.6M |
| Seven Post Investment Office LP | 0.24% | No change | 20,507 | $1.6M |
| Smartleaf Asset Management LLC | 0.19% | Add +12.4% | 20,387 | $1.6M |
| Droms Strauss Advisors Inc. /Mo/ | 0.56% | Add +5.9% | 20,430 | $1.6M |
| Black Cypress Capital Management, LLC | 1.43% | Reduce -7.5% | 20,414 | $1.6M |
| Washington Trust Advisors, Inc. | 0.14% | No change | 20,329 | $1.6M |
| Cahill Financial Advisors Inc. | 0.22% | Reduce -4.8% | 20,146 | $1.6M |
| Klaas Financial Asset Advisors, LLC | 0.27% | Reduce -10.8% | 20,097 | $1.6M |
| Strategy Asset Managers LLC | 0.30% | Add +95.4% | 19,887 | $1.6M |
| Icon Wealth Advisors, LLC | 0.13% | Add +0.3% | 19,844 | $1.5M |
| Hobbs Group Advisors, LLC | 0.55% | No change | 19,752 | $1.5M |
| Frontier Asset Management, LLC | 0.51% | Reduce -3.2% | 19,632 | $1.5M |
| Cherry Tree Wealth Management, LLC | 0.36% | Reduce -3.1% | 19,612 | $1.5M |
| Realta Investment Advisors | 0.70% | Reduce -65.5% | 19,894 | $1.5M |
| BlueSky Wealth Advisors, LLC | 0.24% | Reduce -2.5% | 19,577 | $1.5M |
| W Advisors, LLC | 0.94% | Reduce -6.2% | 19,467 | $1.5M |
| JMG Financial Group, Ltd. | 0.05% | Add +6.2% | 19,438 | $1.5M |
| New Hampshire Trust | 0.32% | Add +0.1% | 19,415 | $1.5M |
| Mgo One Seven LLC | 0.07% | Reduce -5.3% | 19,398 | $1.5M |
| RFG Advisory, LLC | 0.05% | Reduce -6.0% | 19,396 | $1.5M |
| Courage Miller Partners, LLC | 0.51% | Add +1.6% | 19,309 | $1.5M |
| Foster & Motley Inc. | 0.10% | Add +0.2% | 19,223 | $1.5M |
| Pitcairn Co. | 0.09% | Add +14.8% | 19,183 | $1.5M |
| Mayport, LLC | 0.48% | No change | 19,180 | $1.5M |
| Northwest Bancshares, Inc. | 0.25% | Reduce -1.1% | 19,050 | $1.5M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -2.2% | 18,972 | $1.5M |
| Rockwood Wealth Management, LLC | 0.16% | Add +8.7% | 18,943 | $1.5M |
| Objective Capital Management, LLC | 0.87% | — | 18,906 | $1.5M |
| Blueprint Investment Partners LLC | 0.27% | Reduce -5.8% | 18,793 | $1.5M |
| Great Point Wealth Advisors, LLC | 0.31% | Reduce -0.1% | 18,745 | $1.5M |
| Allworth Financial LP | 0.01% | Add +17.2% | 18,702 | $1.5M |
| Summit X, LLC | 0.35% | Reduce -11.6% | 20,068 | $1.5M |
| Brady Family Wealth, LLC | 0.44% | Add +1.1% | 18,660 | $1.5M |
| Lincoln Capital LLC | 0.31% | Reduce -2.4% | 18,548 | $1.4M |
| Argonautica Private Wealth Management, Inc. | 0.48% | Add +0.2% | 18,472 | $1.4M |
| Beckerman Institutional, LLC | 1.21% | — | 18,424 | $1.4M |
| Philadelphia Trust Co. | 0.10% | Add +6.0% | 18,421 | $1.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Reduce -34.0% | 18,390 | $1.4M |
| West Bancorporation Inc. | 0.96% | Reduce -5.7% | 18,389 | $1.4M |
| Good Life Advisors, LLC | 0.09% | New | 18,380 | $1.4M |
| Sovereign Financial Group, Inc. | 0.34% | Reduce -0.8% | 18,371 | $1.4M |
| New Republic Capital, LLC | 0.82% | Reduce -51.2% | 18,365 | $1.4M |
| Jacobi Capital Management LLC | 0.11% | Add +169.0% | 18,363 | $1.4M |
| First County Bank | 0.71% | Add +41.7% | 18,321 | $1.4M |
| Northeast Financial Consultants Inc | 0.06% | Reduce -1.8% | 18,309 | $1.4M |
| Maia Wealth LLC | 0.35% | Add +0.2% | 18,992 | $1.4M |
| River Street Advisors LLC | 0.78% | Add +18.8% | 18,144 | $1.4M |
| Independence Bank of Kentucky | 0.30% | Add +2.4% | 18,136 | $1.4M |
| Signature Estate & Investment Advisors LLC | 0.03% | Reduce -5.3% | 17,850 | $1.4M |
| Altfest L J & Co. Inc. | 0.18% | Add +11.0% | 17,808 | $1.4M |
| Diversified, LLC | 0.15% | Add +5.6% | 17,793 | $1.4M |
| Diversified Enterprises, LLC | 0.15% | — | 17,793 | $1.4M |
| Kooman & Associates | 0.51% | Add +1.7% | 17,578 | $1.4M |
| M Holdings Securities, Inc. | 0.34% | Reduce -25.7% | 17,389 | $1.4M |
| Market Street Wealth Management Advisors LLC | 0.22% | Reduce -2.0% | 17,354 | $1.4M |
| Cabot Wealth Management Inc. | 0.17% | Add +0.5% | 17,309 | $1.4M |
| Hart & Patterson Financial Group LLC | 0.63% | Reduce -0.4% | 17,111 | $1.3M |
| Evoke Wealth, LLC | 0.04% | New | 17,088 | $1.3M |
| Prudential PLC | 0.01% | Add +161.5% | 17,000 | $1.3M |
| Trilogy Capital Inc. | 0.07% | Reduce -1.0% | 16,881 | $1.3M |
| Saxon Interests, Inc. | 0.60% | Add +3.3% | 16,874 | $1.3M |
| Paragon Capital Management Ltd | 0.26% | Reduce -4.4% | 16,792 | $1.3M |
| Forza Wealth Management, LLC | 0.60% | No change | 16,734 | $1.3M |
| Tufton Capital Management | 0.24% | Add +26.3% | 16,710 | $1.3M |
| Charter Oak Capital Management, LLC | 0.12% | Add +4.2% | 16,634 | $1.3M |
| MA Private Wealth | 0.24% | Reduce -67.1% | 16,559 | $1.3M |
| Vestcor Inc | 0.04% | No change | 16,541 | $1.3M |
| Stonebrook Private Inc. | 0.34% | Add +20.9% | 16,521 | $1.3M |
| StoneX Group Inc. | 0.09% | Add +2.9% | 16,511 | $1.3M |
| BIP Wealth, LLC | 0.09% | Add +30.3% | 16,467 | $1.3M |
| LVZ, Inc. | 0.16% | Reduce -7.1% | 16,446 | $1.3M |
| Bristlecone Advisors, LLC | 0.10% | Reduce -1.3% | 16,408 | $1.3M |
| Canandaigua National Bank & Trust Co. | 0.12% | New | 16,379 | $1.3M |
| HCR Wealth Advisors | 0.17% | Add +9.3% | 16,331 | $1.3M |
| Dana Investment Advisors, Inc. | 0.04% | Add +0.1% | 16,331 | $1.3M |
| Balboa Wealth Partners | 0.32% | Add +18.5% | 16,315 | $1.3M |
| Goldstein Advisors, LLC | 0.19% | Add +6.0% | 15,967 | $1.2M |
| Bison Wealth, LLC | 0.20% | Add +32.7% | 15,917 | $1.2M |
| JFG Wealth Management, LLC | 0.34% | Add +58.4% | 15,895 | $1.2M |
| Capital Planning LLC | 0.34% | Add +5.7% | 15,759 | $1.2M |
| Blue Trust, Inc. | 0.02% | Add +77.8% | 16,887 | $1.2M |
| Sepio Capital, LP | 0.10% | Reduce -5.5% | 15,685 | $1.2M |
| NCM Capital Management, LLC | 0.59% | Reduce -2.2% | 15,680 | $1.2M |
| Penobscot Investment Management Company, Inc. | 0.11% | Add +28.6% | 15,628 | $1.2M |
| TCTC Holdings, LLC | 0.04% | Add +555.6% | 15,609 | $1.2M |
| F/m Investments LLC | 0.04% | No change | 15,529 | $1.2M |
| SeaBridge Investment Advisors LLC | 0.30% | No change | 15,501 | $1.2M |
| TFC Financial Management, Inc. | 0.19% | No change | 15,363 | $1.2M |
| Stevens Capital Partners | 0.57% | Reduce -3.2% | 15,319 | $1.2M |
| Innealta Capital, LLC | 0.49% | Reduce -3.2% | 15,256 | $1.2M |
| First National Corp. /Ma/ | 0.26% | Add +8.6% | 15,227 | $1.2M |
| Peoples Bank | 0.61% | Reduce -11.1% | 15,209 | $1.2M |
| American State Bank (Iowa) | 0.72% | Reduce -1.3% | 15,129 | $1.2M |
| McGlone Suttner Wealth Management, Inc. | 0.25% | Reduce -34.0% | 15,111 | $1.2M |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.26% | Add +26.7% | 15,029 | $1.2M |
| Aries Wealth Management | 0.32% | New | 14,975 | $1.2M |
| ORBA Wealth Advisors, L.L.C. | 0.59% | Reduce -1.6% | 14,869 | $1.2M |
| Daymark Wealth Partners, LLC | 0.05% | Reduce -5.9% | 14,754 | $1.2M |
| Clarity Capital Partners LLC | 0.68% | Add +24.5% | 14,738 | $1.2M |
| Black Diamond Financial, LLC | 0.20% | No change | 14,735 | $1.2M |
| Strata Wealth Advisors, LLC | 0.37% | No change | 14,692 | $1.1M |
| Welch & Forbes LLC | 0.01% | Add +10.8% | 14,659 | $1.1M |
| Stone Summit Wealth LLC | 0.37% | Add +2.3% | 14,627 | $1.1M |
| Clark Asset Management, LLC | 0.24% | New | 14,615 | $1.1M |
| Inspirion Wealth Advisors, LLC | 0.16% | Reduce -2.2% | 14,586 | $1.1M |
| TL Private Wealth | 0.51% | No change | 14,779 | $1.1M |
| Jmac Enterprises LLC | 0.18% | Add +8.1% | 14,494 | $1.1M |
| Blue Fin Capital, Inc. | 0.21% | Add +3.5% | 14,492 | $1.1M |
| Madden Advisory Services, Inc. | 0.52% | Add +7.0% | 14,486 | $1.1M |
| PGIM Custom Harvest LLC | 0.02% | Add +4.2% | 14,405 | $1.1M |
| C M Bidwell & Associates Ltd. | 0.68% | Reduce -9.4% | 14,300 | $1.1M |
| Etfidea, LLC | 0.35% | No change | 14,294 | $1.1M |
| United Advisor Group, LLC | 0.25% | Add +78.6% | 14,268 | $1.1M |
| Parisi Gray Wealth Management | 0.37% | Reduce -4.5% | 14,182 | $1.1M |
| Romano Brothers and Company | 0.14% | Add +12.1% | 14,022 | $1.1M |
| Compass Ion Advisors, LLC | 0.13% | Reduce -6.3% | 13,975 | $1.1M |
| Two West Capital Advisors LLC | 0.88% | Add +7.4% | 13,879 | $1.1M |
| Cooper Financial Group | 0.14% | Add +31.6% | 13,818 | $1.1M |
| Hill Island Financial LLC | 0.32% | Add +9.3% | 13,760 | $1.1M |
| Sweet Financial Partners, LLC | 0.23% | Add +3.0% | 13,755 | $1.1M |
| Carlson Capital Management | 0.05% | Reduce -0.3% | 13,721 | $1.1M |
| Bokf, NA | 0.02% | Reduce -1.5% | 13,950 | $1.1M |
| Independent Financial Group, LLC | 0.04% | Add +3.2% | 13,620 | $1.1M |
| CreativeOne Wealth, LLC | 0.04% | Add +71.3% | 13,467 | $1.1M |
| Sabal Trust CO | 0.06% | Reduce -18.7% | 13,459 | $1.1M |
| Peterson Wealth Services | 0.33% | Add +0.5% | 13,354 | $1.0M |
| QRG Capital Management, Inc. | 0.01% | Add +140.8% | 13,269 | $1.0M |
| Main Street Financial Solutions, LLC | 0.10% | Add +8.7% | 13,266 | $1.0M |
| Signal Advisors Wealth, LLC | 0.15% | New | 13,261 | $1.0M |
| Cornerstone Wealth Management, LLC | 0.07% | Add +0.3% | 13,208 | $1.0M |
| Boston Financial Mangement LLC | 0.03% | Reduce -2.6% | 13,194 | $1.0M |
| Kestra Investment Management, LLC | 0.04% | New | 13,063 | $1.0M |
| Fiera Capital Corp | 0.00% | Add +3.0% | 13,014 | $1.0M |
| Graybill Wealth Management, LTD. | 0.38% | Add +0.4% | 12,964 | $1.0M |
| MV Capital Management, Inc. | 0.11% | Add +3.8% | 12,903 | $1.0M |
| Evensky & Katz LLC | 0.07% | Reduce -7.2% | 12,901 | $1.0M |
| DBK Financial Counsel, LLC | 1.02% | Reduce -1.4% | 12,886 | $1.0M |
| Kwmg, LLC | 0.10% | Reduce -6.3% | 12,737 | $994K |
| Noble Family Wealth, LLC | 0.27% | No change | 12,687 | $990K |
| Sachetta, LLC | 0.39% | Reduce -9.9% | 12,661 | $988K |
| Watershed Private Wealth LLC | 0.39% | Add +12.4% | 12,651 | $987K |
| 9258 Wealth Management, LLC | 0.15% | Reduce -0.5% | 12,623 | $985K |
| Quent Capital, LLC | 0.10% | Add +2.9% | 12,612 | $984K |
| Breakwater Capital Group | 0.20% | Add +11.9% | 12,582 | $982K |
| JNBA Financial Advisors | 0.10% | Reduce -5.1% | 12,508 | $976K |
| Mitchell Capital Management Co. | 0.17% | No change | 12,338 | $963K |
| Resurgent Financial Advisors LLC | 0.57% | Reduce -7.8% | 12,329 | $962K |
| NorthStar Asset Management LLC | 0.64% | Reduce -0.1% | 12,309 | $961K |
| Tsfg, LLC | 0.21% | Add +11.3% | 12,270 | $958K |
| Tompkins Financial Corp. | 0.09% | Reduce -0.3% | 12,204 | $953K |
| Ascentis Independent Advisors | 0.15% | Add +94.5% | 12,158 | $949K |
| KFG Wealth Management, LLC | 0.21% | Add +15.4% | 12,139 | $947K |
| Columbia Asset Management | 0.17% | Add +2.3% | 12,130 | $947K |
| HM Payson & Co. | 0.02% | Add +79.1% | 12,123 | $946K |
| Merriman Wealth Management, LLC | 0.04% | Add +18.2% | 12,037 | $939K |
| Salem Investment Counselors Inc. | 0.03% | Reduce -3.9% | 12,007 | $937K |
| West Michigan Advisors, LLC | 0.28% | Add +8.6% | 11,996 | $936K |
| Bear Mountain Capital, Inc. | 0.37% | No change | 12,309 | $932K |
| Grant Street Asset Management, Inc. | 0.27% | Add +2.7% | 11,912 | $930K |
| Seven Springs Wealth Group, LLC | 0.34% | No change | 11,843 | $924K |
| Old Second National Bank of Aurora | 0.22% | Add +26.3% | 11,837 | $924K |
| Schrum Private Wealth Management LLC | 0.48% | Add +85.8% | 11,826 | $923K |
| Silver Oak Securities, Incorporated | 0.10% | Add +11.3% | 11,946 | $923K |
| Segall Bryant & Hamill, LLC | 0.01% | New | 11,820 | $923K |
| Bradley Foster & Sargent Inc. | 0.02% | Reduce -2.5% | 11,813 | $922K |
| Gold Investment Management Ltd. | 0.39% | No change | 11,798 | $921K |
| Quadcap Wealth Management, LLC | 0.14% | Reduce -14.6% | 11,775 | $919K |
| Ellenbecker Investment Group | 0.17% | No change | 11,762 | $918K |
| Westmount Partners, LLC | 0.28% | Reduce -0.1% | 11,741 | $916K |
| Cardinal Strategic Wealth Guidance | 0.30% | Reduce -0.2% | 11,739 | $916K |
| Noesis Capital Mangement Corp. | 0.18% | Add +13.1% | 11,710 | $914K |
| Magnolia Capital Advisors LLC | 0.46% | Reduce -0.5% | 11,699 | $913K |
| Carolinas Wealth Consulting LLC | 0.17% | Reduce -1.7% | 11,658 | $910K |
| Drucker Wealth 3.0, LLC | 0.22% | Add +8.1% | 11,603 | $906K |
| PAX Financial Group, LLC | 0.16% | Reduce -14.8% | 11,568 | $903K |
| Elevatus Welath Management | 0.29% | Add +17.3% | 11,503 | $898K |
| Destination Wealth Management | 0.03% | Add +2.8% | 11,445 | $893K |
| McNamara Financial Services, Inc. | 0.18% | Add +7.8% | 11,429 | $892K |
| Beacon Financial Advisory LLC | 0.30% | Add +2.6% | 11,429 | $892K |
| Five Oceans Advisors | 0.43% | New | 11,380 | $888K |
| Davidson Trust Co. | 0.46% | No change | 11,373 | $888K |
| New Potomac Partners, LLC | 0.46% | No change | 11,365 | $887K |
| Courier Capital LLC | 0.06% | Add +1.0% | 11,364 | $887K |
| Foundations Investment Advisors, LLC | 0.02% | Add +39.2% | 11,362 | $887K |
| CPC Advisors, LLC | 0.13% | Reduce -78.6% | 11,333 | $885K |
| CM Wealth Advisors LLC | 0.29% | Reduce -4.7% | 11,332 | $884K |
| Patron Partners, LLC | 0.49% | Reduce -17.9% | 11,298 | $882K |
| Garde Capital, Inc. | 0.06% | No change | 11,285 | $881K |
| Consolidated Portfolio Review Corp | 0.20% | Add +1.0% | 11,271 | $880K |
| OneAscent Wealth Management LLC | 0.33% | Add +4.6% | 11,231 | $877K |
| Cedrus LLC | 0.32% | Add +27.1% | 11,220 | $876K |
| Berkeley, Inc | 0.25% | Add +100.0% | 11,216 | $875K |
| Lazard Asset Management LLC | 0.00% | No change | 11,161 | $871K |
| Advisors Capital Management, LLC | 0.01% | Reduce -55.7% | 11,108 | $867K |
| Holland Advisory Services, Inc. | 1.13% | Reduce -2.7% | 11,090 | $866K |
| Unique Wealth Strategies, LLC | 0.37% | Add +3.5% | 11,065 | $864K |
| Shayne & Jacobs, LLC | 0.22% | No change | 11,049 | $862K |
| Procyon Advisors, LLC | 0.06% | Reduce -0.5% | 10,913 | $852K |
| SouthState Bank Corp | 0.06% | No change | 10,835 | $846K |
| G&S Capital LLC | 0.35% | Add +1.3% | 10,753 | $839K |
| VAUGHAN & Co SECURITIES, INC. | 0.49% | Reduce -0.2% | 10,702 | $835K |
| Haverford Financial Services, Inc. | 0.24% | No change | 10,699 | $835K |
| Montag A & Associates Inc. | 0.04% | No change | 10,665 | $832K |
| Presilium Private Wealth, LLC | 0.19% | No change | 10,658 | $832K |
| Old Mission Investment Co LLC | 0.25% | Reduce -1.6% | 10,606 | $828K |
| Dudley Capital Management, LLC | 0.43% | No change | 10,603 | $828K |
| Truefg, LLC | 0.27% | Add +1.8% | 10,572 | $825K |
| Centaurus Financial, Inc. | 0.05% | Reduce -1.6% | 10,564 | $824K |
| First American Trust, FSB | 0.08% | Add +24.8% | 10,530 | $822K |
| Alpine Bank Wealth Management | 0.13% | — | 10,425 | $814K |
| CRA Financial Services, LLC | 0.15% | Reduce -6.9% | 10,403 | $812K |
| Aspen Wealth Management LLC | 0.25% | Add +1.8% | 10,360 | $809K |
| Mitchell McLeod Pugh & Williams Inc. | 0.17% | Reduce -1.1% | 10,356 | $808K |
| SeaCrest Wealth Management, LLC | 0.09% | Reduce -15.9% | 10,336 | $807K |
| HUB Investment Partners, LLC | 0.04% | Add +65.1% | 10,278 | $802K |
| Operose Advisors LLC | 0.26% | Reduce -0.3% | 10,258 | $801K |
| Private Wealth Advisors, LLC | 0.33% | Reduce -0.0% | 10,338 | $800K |
| Northwest Bank & Trust Co | 0.61% | Add +6.7% | 10,251 | $800K |
| Eastern Bank | 0.01% | New | 10,206 | $797K |
| GDS Wealth Management | 0.08% | No change | 10,194 | $796K |
| Investmark Advisory Group LLC | 0.39% | No change | 10,184 | $795K |
| GAMMA Investing LLC | 0.08% | Add +17.0% | 10,150 | $792K |
| Lavaca Capital LLC | 0.38% | New | 10,078 | $787K |
| First Commonwealth Financial Corp | 0.19% | No change | 10,046 | $784K |
| First Financial Bankshares Inc | 0.02% | Reduce -9.9% | 10,029 | $783K |
| LJI Wealth Management, LLC | 0.16% | No change | 10,014 | $782K |
| Verum Partners LLC | 0.23% | Reduce -9.7% | 9,982 | $779K |
| Wealth Management Partners, LLC | 0.36% | Reduce -2.5% | 9,938 | $776K |
| Access Financial Services, Inc. | 0.36% | Reduce -3.4% | 9,931 | $775K |
| Northside Capital Management, LLC | 0.12% | No change | 9,927 | $775K |
| Savvy Advisors, Inc. | 0.16% | Reduce -70.1% | 9,897 | $772K |
| Harbor Group, Inc. | 0.18% | Reduce -0.8% | 9,883 | $771K |
| Essex Bank | 0.19% | Reduce -0.1% | 9,870 | $770K |
| Legacy Private Trust Co. | 0.05% | Add +30.5% | 9,838 | $768K |
| Cypress Capital Group | 0.09% | Reduce -7.5% | 9,824 | $767K |
| Talisman Wealth Advisors LLC | 0.81% | Reduce -5.7% | 9,784 | $766K |
| tru Independence LLC | 0.22% | Add +19.0% | 9,803 | $765K |
| Family Firm, Inc. | 0.17% | Add +142.8% | 9,779 | $763K |
| Adero Partners, LLC | 0.05% | Reduce -10.2% | 9,698 | $757K |
| Grey Ledge Advisors, LLC | 0.19% | Reduce -4.6% | 9,649 | $753K |
| TD Capital Management LLC | 0.08% | No change | 9,622 | $751K |
| Beverly Hills Private Wealth, LLC | 0.15% | Add +6.9% | 9,499 | $741K |
| RCS Financial Planning, LLC | 0.41% | Add +0.0% | 9,422 | $735K |
| Jaffetilchin Investment Partners, LLC | 0.06% | Add +1.1% | 9,404 | $734K |
| First Manhattan Co. Llc. | 0.00% | Reduce -4.9% | 9,386 | $733K |
| Strategic Wealth Partners, Ltd. | 0.07% | Add +3.5% | 9,365 | $731K |
| One Wealth Advisors, LLC | 0.11% | No change | 9,331 | $728K |
| REAP Financial Group, LLC | 0.18% | Reduce -1.4% | 9,328 | $728K |
| Cobblestone Capital Advisors LLC | 0.04% | Reduce -1.9% | 9,280 | $724K |
| Sutton Place Investors LLC | 0.44% | Reduce -13.1% | 9,273 | $724K |
| Mission Creek Capital Partners, Inc. | 0.17% | Reduce -0.5% | 9,264 | $723K |
| Raymond James Trust Co. of NH | 5.95% | Add +12.1% | 9,251 | $722K |
| FSC Wealth Advisors, LLC | 0.52% | Add +4.1% | 9,202 | $718K |
| Pathway Financial Advisors LLC | 0.18% | Add +232.6% | 9,200 | $718K |
| Well Done, LLC | 0.13% | Add +25.1% | 9,197 | $718K |
| Nicolet Advisory Services, LLC | 0.07% | Reduce -10.4% | 9,346 | $715K |
| Sand Hill Global Advisors, LLC | 0.03% | Reduce -55.9% | 9,078 | $709K |
| Sandy Spring Bank | 0.03% | Reduce -4.9% | 9,074 | $708K |
| Financial Sense Advisors, Inc. | 0.19% | Reduce -7.3% | 9,020 | $704K |
| Navalign, LLC | 0.21% | Reduce -14.8% | 9,012 | $703K |
| Tranquility Partners, LLC | 0.25% | Reduce -6.7% | 8,981 | $701K |
| Catalyst Private Wealth, LLC | 0.34% | No change | 8,915 | $696K |
| Forte Asset Management LLC | 0.37% | No change | 8,909 | $695K |
| Talon Private Wealth, LLC | 0.15% | — | 8,897 | $694K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.05% | Add +4.0% | 8,858 | $691K |
| GGM Financial LLC | 0.59% | Reduce -16.2% | 8,836 | $690K |
| CFO4Life Group, LLC | 0.12% | Add +22.0% | 8,799 | $687K |
| Atlantic Union Bankshares Corp | 0.04% | Add +3.2% | 8,775 | $685K |
| Human Investing LLC | 0.12% | Reduce -4.7% | 8,767 | $684K |
| Tidal Investments LLC | 0.01% | Reduce -4.8% | 8,732 | $682K |
| Ethos Financial Group, LLC | 0.11% | Add +2.4% | 8,731 | $681K |
| GTS Securities LLC | 0.01% | New | 8,693 | $678K |
| Headlands Technologies LLC | 0.08% | Reduce -53.8% | 8,643 | $675K |
| Sandhill Capital Partners LLC | 0.05% | Reduce -2.6% | 8,628 | $673K |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -55.2% | 8,627 | $673K |
| First National Bank Sioux Falls | 0.31% | No change | 8,607 | $672K |
| Fermata Advisors, LLC | 0.14% | New | 8,593 | $671K |
| Bar Harbor Wealth Management | 0.04% | No change | 8,582 | $670K |
| Glass Jacobson Investment Advisors llc | 0.22% | Add +2.0% | 8,542 | $667K |
| Lyell Wealth Management, LP | 0.06% | Reduce -11.2% | 8,535 | $666K |
| Trust Co. of Vermont | 0.03% | No change | 8,438 | $659K |
| First National Bank of Hutchinson | 0.42% | No change | 8,414 | $657K |
| Quad-Cities Investment Group, LLC | 0.33% | Add +1.5% | 8,411 | $656K |
| Moss Adams Wealth Advisors LLC | 0.07% | New | 8,387 | $655K |
| GW&K Investment Management, LLC | 0.01% | No change | 8,380 | $654K |
| Barrett & Company, Inc. | 0.28% | Reduce -15.1% | 8,362 | $653K |
| Centennial Wealth Advisory LLC | 0.25% | New | 8,357 | $652K |
| UNIVEST FINANCIAL Corp | 0.04% | New | 8,266 | $645K |
| Gryphon Financial Partners LLC | 0.09% | Reduce -6.0% | 8,260 | $645K |
| Cadence Bank | 0.04% | New | 8,221 | $642K |
| Modern Wealth Management, LLC | 0.04% | Reduce -1.5% | 8,214 | $641K |
| Continental Investors Services, Inc. | 1.31% | Add +11.6% | 8,227 | $637K |
| Planning Alternatives Ltd. | 0.10% | Add +6.8% | 8,138 | $635K |
| Willis Johnson & Associates, Inc. | 0.05% | Reduce -39.0% | 8,045 | $628K |
| Voisard Asset Management Group, Inc. | 0.26% | Add +44.2% | 8,042 | $628K |
| City Holding Co. | 0.09% | No change | 8,003 | $625K |
| Smith, Moore & Co. | 0.06% | Add +27.7% | 7,991 | $624K |
| WealthShield Partners, LLC | 0.08% | Add +3.9% | 7,958 | $621K |
| Wolff Wiese Magana LLC | 0.42% | Add +30.3% | 7,958 | $621K |
| Hengehold Capital Management LLC | 0.06% | Reduce -9.7% | 7,953 | $621K |
| Stephens Inc. | 0.01% | Add +128.6% | 7,942 | $620K |
| Cypress Point Wealth Management, LLC | 0.24% | No change | 7,914 | $618K |
| New World Advisors LLC | 0.16% | Reduce -3.5% | 7,904 | $617K |
| SOA Wealth Advisors, LLC. | 0.12% | Reduce -5.0% | 7,861 | $614K |
| Sachem Hill LLC | 0.12% | Reduce -0.1% | 7,837 | $612K |
| TD Waterhouse Canada Inc. | 0.01% | Add +41.0% | 7,889 | $610K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Reduce -1.5% | 7,794 | $608K |
| Live Oak Private Wealth LLC | 0.10% | Add +4.5% | 7,790 | $608K |
| Headinvest, LLC | 0.11% | Reduce -11.5% | 7,755 | $605K |
| RDA Financial Network | 0.19% | Reduce -9.9% | 7,725 | $603K |
| Trueblood Wealth Management, LLC | 0.30% | Add +99.3% | 7,711 | $602K |
| Grand Wealth Management, LLC | 0.34% | Reduce -17.8% | 7,630 | $595K |
| EPG Wealth Management LLC | 0.15% | Add +0.0% | 7,606 | $594K |
| KWB Wealth | 0.08% | Reduce -0.4% | 8,169 | $593K |
| Hibernia Wealth Partners, LLC | 0.21% | Add +82.1% | 7,598 | $593K |
| Tidemark, LLC | 0.24% | Add +5.8% | 7,589 | $592K |
| Hazlett, Burt & Watson, Inc. | 0.27% | Add +99.7% | 7,539 | $589K |
| RVW Wealth, LLC | 0.05% | No change | 7,536 | $588K |
| Chicago Wealth Management, Inc. | 0.31% | Add +0.6% | 7,518 | $587K |
| Peak Planning Group, LLC | 0.26% | Reduce -7.4% | 7,513 | $586K |
| Regatta Capital Group, LLC | 0.11% | Reduce -1.5% | 7,511 | $586K |
| Cypress Wealth Services, LLC | 0.12% | Add +4.3% | 7,489 | $585K |
| Enzi Wealth | 0.23% | No change | 7,600 | $584K |
| Armor Investment Advisors, LLC | 0.24% | No change | 7,470 | $583K |
| Inscription Capital, LLC | 0.09% | No change | 7,468 | $583K |
| Concorde Asset Management, LLC | 0.33% | Reduce -0.3% | 7,443 | $581K |
| Selective Wealth Management, Inc. | 0.24% | Reduce -0.7% | 7,604 | $581K |
| Napatree Capital LLC | 0.41% | New | 7,441 | $581K |
| Armstrong, Fleming & Moore, Inc | 0.34% | Reduce -6.6% | 7,398 | $577K |
| Founders Financial Alliance, LLC | 0.16% | No change | 7,370 | $575K |
| Blue Chip Partners, LLC | 0.05% | Reduce -0.1% | 7,342 | $573K |
| Elevation Wealth Partners, LLC | 0.25% | Reduce -0.5% | 7,324 | $572K |
| Cornell Pochily Investment Advisors, Inc. | 0.20% | Reduce -1.3% | 7,291 | $569K |
| Stonebridge Capital Advisors LLC | 0.05% | Add +85.6% | 7,291 | $569K |
| Naples Global Advisors, LLC | 0.05% | Reduce -0.0% | 7,274 | $568K |
| CBIZ Investment Advisory Services, LLC | 0.03% | Add +20.9% | 7,224 | $564K |
| Archer Investment Corp | 0.15% | No change | 7,222 | $564K |
| Brophy Wealth Management, LLC | 0.20% | — | 7,213 | $563K |
| Capasso Planning Partners LLC | 0.17% | Add +28.3% | 7,162 | $559K |
| Northwest Investment Counselors, LLC | 0.13% | Reduce -4.0% | 7,117 | $556K |
| Private Wealth Partners, LLC | 0.04% | No change | 7,081 | $553K |
| Maltin Wealth Management, Inc. | 0.27% | New | 7,071 | $552K |
| Hilltop Wealth Advisors, LLC | 0.26% | No change | 7,070 | $552K |
| Institute for Wealth Management, LLC. | 0.07% | No change | 7,068 | $552K |
| Key Financial Inc | 0.12% | Reduce -0.5% | 7,052 | $550K |
| Meridian Management Co. | 0.14% | No change | 7,011 | $547K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 6,990 | $546K |
| Fiduciary Family Office, LLC | 0.18% | Reduce -14.3% | 6,981 | $545K |
| BluePointe Capital Management, LLC | 0.35% | No change | 6,955 | $543K |
| Partners in Financial Planning | 0.11% | No change | 6,946 | $542K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +4.4% | 6,925 | $540K |
| BCGM Wealth Management, LLC | 0.18% | Reduce -2.5% | 6,915 | $540K |
| Simmons Bank | 0.04% | Reduce -1.5% | 6,910 | $539K |
| Ironwood Financial, llc | 0.11% | Add +1.1% | 6,880 | $537K |
| Centurion Wealth Management LLC | 0.17% | — | 6,862 | $536K |
| Mosaic Family Wealth Partners, LLC | 0.08% | Add +2.3% | 6,857 | $535K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -5.8% | 6,823 | $533K |
| Private Portfolio Partners LLC | 0.10% | New | 6,820 | $532K |
| CPA Asset Management Group, LLC | 0.26% | Reduce -2.3% | 6,798 | $531K |
| Keel Point, LLC | 0.04% | Add +13.3% | 6,786 | $530K |
| Keudell/Morrison Wealth Management | 0.14% | Add +6.9% | 6,723 | $525K |
| Epiq Partners, LLC | 0.30% | New | 6,692 | $522K |
| Ashton Thomas Securities, LLC | 0.10% | Add +204.0% | 6,642 | $518K |
| MainStreet Investment Advisors LLC | 0.07% | Add +21.2% | 6,640 | $518K |
| Petra Financial Advisors Inc. | 0.34% | Reduce -0.5% | 6,637 | $518K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 6,548 | $511K |
| Sebold Capital Management, Inc. | 0.34% | Reduce -2.1% | 6,536 | $510K |
| Sprinkle Financial Consultants LLC | 0.36% | No change | 6,535 | $510K |
| MidAtlantic Capital Management, Inc. | 0.37% | Add +16.2% | 6,533 | $510K |
| Smith Thornton Advisors LLC | 0.33% | No change | 6,515 | $509K |
| Gradient Capital Advisors, LLC | 0.17% | Add +1.5% | 6,464 | $505K |
| Kohmann Bosshard Financial Services, LLC | 0.06% | No change | 6,457 | $504K |
| LifePro Asset Management | 0.31% | Add +6.9% | 6,456 | $504K |
| Ally Invest Advisors Inc. | 0.04% | Add +1.6% | 6,420 | $501K |
| Radnor Capital Management, LLC | 0.07% | Add +9.4% | 6,402 | $500K |
| Kennebec Savings Bank | 0.49% | — | 6,381 | $498K |
| Rothschild Wealth LLC | 0.15% | Reduce -57.1% | 33,579 | $493K |
| Accredited Investors Inc. | 0.03% | No change | 6,264 | $489K |
| International Private Wealth Advisors LLC | 0.71% | Add +11.5% | 6,228 | $486K |
| Joel Isaacson & Co., LLC | 0.02% | No change | 6,199 | $484K |
| GC Wealth Management RIA, LLC | 0.08% | Reduce -58.5% | 6,173 | $482K |
| Townsend Asset Management Corp. /NC/ | 0.18% | No change | 6,171 | $482K |
| Community Financial Services Group, LLC | 0.10% | Add +3.0% | 6,171 | $482K |
| MontVue Capital Management, Inc. | 0.37% | No change | 6,148 | $480K |
| Schneider Downs Wealth Management Advisors, LP | 0.10% | Reduce -2.1% | 6,127 | $478K |
| Financial Management Professionals, Inc. | 0.06% | Add +3.7% | 6,107 | $477K |
| Rathbones Group PLC | 0.00% | No change | 6,100 | $476K |
| LPF Advisors LLC | 0.41% | No change | 6,090 | $475K |
| Clarkston Capital Partners, LLC | 0.01% | No change | 6,086 | $475K |
| Advisor OS, LLC | 0.05% | Add +7.1% | 6,069 | $474K |
| Advocacy Wealth Management, LLC | 0.04% | Add +43.2% | 6,059 | $473K |
| Kovack Advisors, Inc. | 0.05% | Reduce -2.3% | 5,947 | $464K |
| River Wealth Advisors LLC | 0.06% | Add +86.7% | 5,929 | $463K |
| GM Advisory Group, LLC | 0.03% | Add +30.8% | 5,902 | $461K |
| Kraft, Davis & Associates, LLC | 0.14% | Add +10.1% | 6,277 | $460K |
| First National Bank of Mount Dora, Trust Investment Services | 0.10% | New | 5,885 | $459K |
| Elite Life Management LLC | 1.50% | No change | 5,884 | $459K |
| Davis R M Inc. | 0.01% | Reduce -21.2% | 5,879 | $459K |
| Sensible Money, LLC | 0.20% | Add +2.2% | 5,870 | $458K |
| Richardson Financial Services Inc. | 0.29% | No change | 6,300 | $458K |
| Northeast Financial Group, Inc. | 0.18% | Reduce -6.2% | 5,851 | $457K |
| Sound Income Strategies, LLC | 0.03% | Add +18.6% | 5,828 | $455K |
| D'Orazio & Associates, Inc. | 0.06% | No change | 5,809 | $453K |
| Red Door Wealth Management, LLC | 0.07% | Reduce -8.8% | 5,754 | $449K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.18% | Reduce -51.1% | 5,726 | $447K |
| BlackDiamond Wealth Management, LLC | 0.27% | Reduce -22.1% | 6,139 | $445K |
| Secure Asset Management, LLC | 0.08% | No change | 5,696 | $445K |
| TCI Wealth Advisors, Inc. | 0.04% | Add +2.3% | 5,693 | $444K |
| Altus Wealth Group LLC | 0.19% | Add +72.2% | 5,687 | $444K |
| CGN Advisors LLC | 0.04% | New | 5,686 | $444K |
| DDFG, Inc | 0.13% | Reduce -5.1% | 5,661 | $442K |
| MBA Advisors LLC | 0.21% | Reduce -4.4% | 5,650 | $441K |
| High Falls Advisors, Inc | 0.10% | Reduce -1.2% | 5,649 | $441K |
| Johnson Financial Group, LLC | 0.05% | Add +74.8% | 5,639 | $440K |
| Leverty Financial Group, LLC | 0.24% | Reduce -0.5% | 5,616 | $438K |
| Burke & Herbert Bank & Trust Co. | 0.10% | No change | 5,613 | $438K |
| TrinityPoint Wealth, LLC | 0.06% | Add +14.5% | 5,608 | $438K |
| Eaton Financial Holdings Company, LLC | 0.18% | — | 5,594 | $437K |
| Little House Capital LLC | 0.13% | Add +1.1% | 5,582 | $436K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +20.8% | 5,585 | $435K |
| Financial Perspectives, Inc | 0.15% | Add +10.2% | 5,575 | $435K |
| Focus Financial Network, Inc. | 0.02% | Reduce -1.8% | 5,574 | $435K |
| Gentry Private Wealth, LLC | 0.36% | Add +8.7% | 5,570 | $435K |
| CoreCap Advisors, LLC | 0.02% | Add +13.0% | 5,520 | $431K |
| Mayfair Advisory Group, LLC | 0.27% | No change | 5,577 | $430K |
| Fortitude Family Office, LLC | 0.17% | Add +12.2% | 5,503 | $430K |
| Maryland Capital Advisors Inc. | 0.21% | Reduce -0.9% | 5,497 | $429K |
| Oarsman Capital, Inc. | 0.08% | Reduce -16.7% | 5,494 | $429K |
| Team Hewins, LLC | 0.16% | No change | 5,492 | $429K |
| Financial Life Advisors | 0.16% | No change | 5,476 | $427K |
| Mendota Financial Group, LLC | 0.20% | No change | 5,471 | $427K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.03% | No change | 5,466 | $427K |
| Clear Creek Financial Management, LLC | 0.05% | No change | 5,441 | $425K |
| EnRich Financial Partners LLC | 0.14% | No change | 5,434 | $424K |
| Investors Research Corp | 0.09% | No change | 5,430 | $424K |
| Golden Road Advisors LLC | 0.33% | Add +2.5% | 5,412 | $422K |
| Mullaney, Keating & Wright, Inc. | 0.29% | Reduce -3.6% | 5,408 | $422K |
| KFA Private Wealth Group, LLC | 0.20% | Add +0.6% | 5,395 | $421K |
| United Bank | 0.05% | Reduce -1.1% | 5,356 | $418K |
| Olistico Wealth, LLC | 0.26% | Reduce -29.1% | 5,347 | $417K |
| Inlet Private Wealth, LLC | 0.11% | Reduce -9.7% | 5,344 | $417K |
| Trust Co | 0.05% | No change | 5,323 | $415K |
| Efficient Advisors, LLC | 0.03% | Reduce -1.1% | 5,311 | $415K |
| Rosenberg Matthew Hamilton | 0.11% | Add +1.1% | 5,253 | $410K |
| Bourgeon Capital Management LLC | 0.08% | Reduce -2.1% | 5,251 | $410K |
| Lake Street Private Wealth, LLC | 0.07% | Reduce -56.4% | 5,249 | $410K |
| Elgethun Capital Management | 0.10% | No change | 5,235 | $409K |
| Berger Financial Group, Inc | 0.03% | Reduce -1.3% | 5,235 | $409K |
| Olde Wealth Management, LLC | 0.15% | Reduce -5.2% | 5,240 | $408K |
| Marble Harbor Investment Counsel, LLC | 0.04% | Reduce -7.1% | 5,223 | $408K |
| Certuity, LLC | 0.04% | Reduce -42.1% | 5,223 | $408K |
| Gould Asset Management LLC | 0.09% | No change | 5,222 | $408K |
| Hills Bank & Trust Co | 0.03% | Add +1.7% | 5,204 | $406K |
| MAS Advisors LLC | 0.87% | Reduce -2.4% | 5,201 | $406K |
| Vertex Planning Partners, LLC | 0.10% | Add +4.7% | 5,180 | $404K |
| Phillips Wealth Planners LLC | 0.38% | Add +0.7% | 5,273 | $400K |
| Round Rock Advisors LLC | 0.09% | Reduce -0.3% | 5,099 | $398K |
| American Capital Advisory, LLC | 0.23% | Reduce -19.5% | 5,080 | $397K |
| Chicago Capital, LLC | 0.01% | New | 5,075 | $396K |
| Watts Gwilliam & Co., LLC | 0.09% | — | 5,178 | $396K |
| Trexquant Investment LP | 0.01% | Reduce -65.2% | 5,063 | $395K |
| MJP Associates Inc. | 0.07% | No change | 5,048 | $394K |
| Dakota Wealth Management | 0.01% | Reduce -0.9% | 5,021 | $392K |
| GSG Advisors LLC | 0.13% | Reduce -0.9% | 5,042 | $390K |
| Anchor Capital Advisors LLC | 0.01% | No change | 4,975 | $388K |
| Blue Barn Wealth, LLC | 0.20% | Add +4.9% | 4,960 | $387K |
| Satovsky Asset Management LLC | 0.09% | Add +7.7% | 4,940 | $386K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +18.3% | 4,937 | $385K |
| RTD Financial Advisors, Inc. | 0.05% | Reduce -13.1% | 4,932 | $385K |
| Strategic Financial Concepts, LLC | 0.12% | Reduce -98.7% | 4,887 | $381K |
| Belpointe Asset Management LLC | 0.02% | Add +2.8% | 4,851 | $379K |
| Burt Wealth Advisors | 0.09% | No change | 4,833 | $377K |
| Quantum Private Wealth, LLC | 0.13% | Reduce -11.7% | 4,831 | $377K |
| Appleton Partners Inc. | 0.03% | Reduce -12.7% | 4,817 | $376K |
| MorganRosel Wealth Management, LLC | 0.12% | No change | 4,809 | $375K |
| Cairn Investment Group, Inc. | 0.21% | No change | 4,811 | $375K |
| ShoreHaven Wealth Partners, LLC | 0.18% | Reduce -6.8% | 4,802 | $375K |
| Twelve Points Wealth Management LLC | 0.12% | No change | 4,785 | $373K |
| TPG Financial Advisors, LLC | 0.17% | Reduce -0.0% | 4,782 | $373K |
| Tran Capital Management, L.P. | 0.04% | Reduce -12.2% | 4,740 | $370K |
| Chevy Chase Trust Holdings, LLC | 0.00% | New | 4,740 | $370K |
| Stolper Co | 0.12% | Reduce -0.5% | 4,723 | $369K |
| Adams Wealth Management | 0.08% | Reduce -7.7% | 4,727 | $369K |
| CacheTech Inc. | 0.08% | Reduce -7.7% | 4,727 | $369K |
| Northwest Capital Management Inc | 0.13% | Reduce -6.7% | 4,706 | $367K |
| First Interstate Bank | 0.02% | New | 4,690 | $366K |
| Ballast Advisors LLC | 0.11% | No change | 4,669 | $364K |
| Lowe Wealth Advisors, LLC | 0.16% | Reduce -1.1% | 4,657 | $363K |
| ETF Store, Inc. | 0.37% | Add +1.5% | 4,653 | $363K |
| Dearborn Partners LLC | 0.01% | No change | 4,612 | $360K |
| Keb Asset Management, LLC | 0.11% | No change | 4,590 | $358K |
| Madison Asset Management, LLC | 0.00% | No change | 4,581 | $358K |
| Brown, Lisle/Cummings, Inc. | 0.11% | No change | 4,569 | $357K |
| Sentinel Pension Advisors, LLC | 0.07% | Add +0.4% | 4,565 | $356K |
| Insigneo Advisory Services, LLC | 0.04% | Add +6.5% | 4,555 | $356K |
| Sage Mountain Advisors LLC | 0.03% | Add +0.4% | 4,553 | $355K |
| Kathmere Capital Management, LLC | 0.03% | Add +11.7% | 4,528 | $353K |
| Gries Financial LLC | 0.07% | Add +1.2% | 4,503 | $351K |
| Pflug Koory, LLC | 0.02% | — | 4,493 | $351K |
| HRC Wealth Management, LLC | 0.23% | No change | 4,485 | $350K |
| Range Financial Group LLC | 0.48% | Reduce -15.0% | 4,478 | $350K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -33.6% | 4,941 | $348K |
| Edgemoor Investment Advisors, Inc. | 0.03% | Reduce -2.2% | 4,412 | $344K |
| Financial Gravity Companies, Inc. | 0.09% | — | 4,397 | $343K |
| Birch Hill Investment Advisors LLC | 0.02% | Reduce -23.4% | 4,393 | $343K |
| Obermeyer Wealth Partners | 0.02% | Reduce -15.3% | 4,390 | $343K |
| Gateway Wealth Partners, LLC | 0.09% | Add +0.1% | 4,387 | $342K |
| Vista Investment Management | 0.13% | No change | 4,383 | $342K |
| Norris Perne & French LLP | 0.02% | No change | 4,378 | $342K |
| Fortis Advisors, LLC | 0.22% | Add +14.6% | 4,368 | $341K |
| Rowlandmiller & Partners.adv | 0.07% | No change | 4,358 | $340K |
| First Financial Corp. | 0.16% | No change | 4,345 | $339K |
| Argent Capital Management LLC | 0.01% | No change | 4,340 | $339K |
| KOM Wealth Management Group, LLC | 0.28% | Reduce -1.1% | 4,337 | $339K |
| Modus Advisors, LLC | 0.11% | Reduce -12.1% | 4,316 | $337K |
| Uptick Partners, LLC | 0.14% | New | 4,297 | $335K |
| Simplex Trading, LLC | 0.01% | Reduce -13.8% | 4,283 | $334K |
| GLOBALT Investments LLC / GA | 0.01% | No change | 4,263 | $333K |
| Tobias Financial Advisors, Inc. | 0.07% | No change | 4,249 | $332K |
| Christopher J. Hasenberg, Inc | 0.14% | Add +1.7% | 4,339 | $331K |
| MTM Financial Group, LLC | 0.20% | Add +15.9% | 4,241 | $331K |
| PCA Investment Advisory Services Inc. | 0.16% | Add +4.5% | 4,240 | $331K |
| Insight Advisors, LLC/ PA | 0.06% | Reduce -2.6% | 4,238 | $331K |
| ESL Trust Services, LLC | 0.07% | Add +42.0% | 4,237 | $331K |
| Canandaigua National Trust Co of Florida | 0.28% | — | 4,230 | $330K |
| Beacon Capital Management, LLC | 0.05% | Add +113.3% | 4,213 | $329K |
| Theory Financial LLC | 0.14% | Add +2.3% | 4,456 | $329K |
| Smithfield Trust Co | 0.02% | Add +21.6% | 4,190 | $327K |
| Total Wealth Planning, LLC | 0.05% | Reduce -3.0% | 4,173 | $326K |
| American National Bank & Trust | 0.04% | No change | 4,173 | $326K |
| Benjamin Edwards Inc. | 0.00% | New | 4,161 | $325K |
| Sfmg, LLC | 0.03% | Add +17.9% | 4,143 | $323K |
| Alamar Capital Management, LLC | 0.18% | Reduce -9.8% | 4,142 | $323K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -4.0% | 4,119 | $321K |
| Register Financial Advisors LLC | 0.16% | No change | 4,115 | $321K |
| Optivise Advisory Services LLC | 0.17% | Add +2.9% | 4,114 | $321K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 4,100 | $320K |
| Embree Financial Group | 0.06% | Reduce -2.3% | 4,088 | $319K |
| Trivium Point Advisory, LLC | 0.04% | Reduce -0.7% | 4,418 | $318K |
| Financial Insights, Inc. | 0.10% | Reduce -85.7% | 4,071 | $318K |
| PBMares Wealth Management LLC | 0.07% | Add +5.3% | 4,057 | $317K |
| VERITY Wealth Advisors | 0.22% | No change | 4,050 | $316K |
| Moors & Cabot, Inc. | 0.02% | Reduce -56.5% | 4,025 | $314K |
| Carnegie Investment Counsel | 0.01% | Reduce -1.1% | 4,023 | $314K |
| Hyperion Partners, LLC | 0.20% | Add +11.4% | 4,006 | $313K |
| Nixon Peabody Trust Co. | 0.03% | No change | 4,000 | $312K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 3,993 | $312K |
| GenTrust, LLC | 0.02% | Add +21.7% | 3,982 | $311K |
| Anchor Investment Management, LLC | 0.03% | No change | 3,964 | $309K |
| Everstar Asset Management, LLC | 0.21% | — | 3,952 | $308K |
| White Pine Capital LLC | 0.11% | Reduce -4.6% | 3,940 | $308K |
| Jamison Private Wealth Management, Inc. | 0.05% | No change | 3,926 | $306K |
| Landmark Wealth Management, LLC | 0.13% | Reduce -1.4% | 3,916 | $306K |
| Balanced Rock Investment Advisors LLC | 0.24% | Add +4.0% | 3,909 | $305K |
| Chapin Davis, Inc. | 0.10% | Reduce -20.3% | 3,900 | $304K |
| Vise Technologies, Inc. | 0.04% | New | 3,878 | $303K |
| Amplius Wealth Advisors, LLC | 0.03% | Reduce -22.2% | 3,871 | $302K |
| Brand Asset Management Group, Inc. | 0.12% | No change | 3,859 | $301K |
| Root Financial Partners, LLC | 0.05% | Reduce -28.4% | 3,847 | $300K |
| Roberts Glore & Co. Inc. | 0.09% | No change | 3,835 | $299K |
| Steigerwald, Gordon & Koch Inc. | 0.03% | New | 3,817 | $298K |
| Farmers & Merchants Investments Inc. | 0.01% | Add +110.8% | 3,817 | $298K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Reduce -1.3% | 3,807 | $297K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -24.3% | 3,793 | $296K |
| Plante Moran Financial Advisors, LLC | 0.03% | Reduce -4.4% | 3,766 | $294K |
| Seascape Capital Management | 0.10% | No change | 3,750 | $293K |
| Total Clarity Wealth Management, Inc. | 0.09% | Reduce -0.2% | 3,754 | $293K |
| Retirement Planning Group, LLC | 0.02% | No change | 3,697 | $289K |
| Gray Private Wealth, LLC | 0.17% | No change | 3,695 | $288K |
| Personal Cfo Solutions, LLC | 0.04% | New | 3,682 | $287K |
| LaSalle St. Investment Advisors, LLC | 0.11% | Add +21.5% | 3,676 | $286K |
| Leo Wealth, LLC | 0.03% | No change | 3,662 | $286K |
| Atlas Private Wealth Advisors | 0.04% | Reduce -0.1% | 3,648 | $285K |
| Key Client Fiduciary Advisors, LLC | 0.13% | No change | 3,631 | $283K |
| Seeds Investor LLC | 0.11% | New | 3,630 | $283K |
| TCFG Wealth Management, LLC | 0.14% | — | 3,620 | $283K |
| Thrive Wealth Management, LLC | 0.05% | No change | 3,617 | $282K |
| Trust Co of the South | 0.06% | Add +13.2% | 3,617 | $282K |
| Mosaic Financial Group, LLC | 0.20% | Reduce -16.2% | 3,616 | $282K |
| Aureus Asset Management, LLC | 0.02% | No change | 3,613 | $282K |
| Vident Advisory, LLC | 0.01% | Add +13.4% | 3,580 | $279K |
| Thomasville National Bank | 0.02% | Reduce -35.9% | 3,575 | $279K |
| Formidable Asset Management, LLC | 0.04% | Reduce -41.9% | 3,555 | $277K |
| Alta Wealth Advisors LLC | 0.13% | Reduce -4.2% | 3,527 | $275K |
| Barr E S & Co. | 0.02% | New | 3,525 | $275K |
| Winthrop Advisory Group LLC | 0.03% | Add +9.0% | 3,515 | $274K |
| FSA Advisors, Inc. | 0.27% | No change | 3,528 | $274K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | New | 3,509 | $274K |
| Avantax Planning Partners, Inc. | 0.01% | New | 3,503 | $273K |
| Spirepoint Private Client, LLC | 0.04% | Reduce -6.4% | 3,488 | $272K |
| FSM Wealth Advisors, LLC | 0.07% | New | 3,478 | $271K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -10.3% | 3,465 | $270K |
| Rockland Trust Co. | 0.01% | Reduce -5.7% | 3,439 | $268K |
| Burney Co./ | 0.01% | Reduce -16.6% | 3,439 | $268K |
| Camden National Bank | 0.04% | Reduce -19.6% | 3,432 | $268K |
| DF Dent & Co. Inc. | 0.00% | No change | 3,430 | $268K |
| Melfa Wealth Management, Inc. | 0.18% | Add +0.3% | 3,423 | $267K |
| Jackson, Grant Investment Advisers, Inc. | 0.10% | Add +2.5% | 3,416 | $267K |
| Tradewinds, LLC. | 0.08% | No change | 3,414 | $266K |
| Bank Ozk | 0.11% | New | 3,409 | $266K |
| Oxinas Partners, LLC | 0.16% | Reduce -2.9% | 3,396 | $265K |
| Fiduciary Alliance LLC | 0.04% | Reduce -6.4% | 3,383 | $264K |
| Traynor Capital Management, Inc. | 0.02% | New | 3,365 | $263K |
| Gerber, LLC | 0.19% | No change | 3,357 | $262K |
| Pinnacle Financial Group, LLC / IL | 0.10% | No change | 3,350 | $261K |
| Versant Capital Management, Inc | 0.06% | No change | 3,341 | $261K |
| XML Financial, LLC | 0.02% | Add +0.3% | 3,339 | $261K |
| WoodTrust Financial Corp | 0.04% | New | 3,335 | $260K |
| Central Bank & Trust Co. | 0.04% | Reduce -0.2% | 3,324 | $259K |
| City State Bank | 0.09% | No change | 3,320 | $259K |
| Gemmer Asset Management LLC | 0.03% | Reduce -0.8% | 3,320 | $259K |
| Amara Financial, Llc. | 0.25% | — | 3,297 | $257K |
| Heritage Wealth Management, Inc. | 0.08% | Reduce -52.9% | 3,294 | $257K |
| Forum Financial Management, LP | 0.00% | Reduce -13.9% | 3,274 | $256K |
| Zullo Investment Group, Inc. | 0.11% | Reduce -0.6% | 3,268 | $255K |
| Plum Street Advisors, LLC | 0.13% | New | 3,243 | $253K |
| Cardinal Point Capital Management ULC | 0.04% | No change | 3,230 | $252K |
| American Trust | 0.02% | Add +0.6% | 3,225 | $252K |
| Detalus Advisors, LLC | 0.08% | Reduce -0.5% | 3,208 | $250K |
| Correct Capital Wealth Management | 0.05% | No change | 3,180 | $248K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 3,309 | $247K |
| Catalina Capital Group, LLC | 0.08% | Reduce -0.8% | 3,155 | $246K |
| Baron Financial Group, LLC | 0.15% | Add +0.2% | 3,136 | $245K |
| Bellwether Advisors, LLC | 0.05% | Reduce -0.3% | 3,135 | $245K |
| Private Wealth Management Group, LLC | 0.10% | No change | 3,135 | $245K |
| Gill Capital Partners, LLC | 0.09% | No change | 3,133 | $245K |
| Emprise Bank | 0.14% | No change | 3,132 | $244K |
| Rothschild Capital Partners, LLC | 0.07% | No change | 3,129 | $244K |
| Lynx Investment Advisory | 0.18% | No change | 3,128 | $244K |
| Mirador Capital Partners LP | 0.04% | No change | 3,127 | $244K |
| Capital Advisors Wealth Management, LLC | 0.04% | Reduce -1.6% | 3,121 | $244K |
| Moloney Securities Asset Management, LLC | 0.03% | Add +3.4% | 3,115 | $243K |
| Keebeck Wealth Management | 0.04% | Reduce -23.8% | 3,106 | $242K |
| HTLF Bank | 0.03% | Reduce -4.4% | 3,106 | $242K |
| Vermillion & White Wealth Management Group, LLC | 0.18% | Reduce -8.5% | 3,105 | $242K |
| Coppell Advisory Solutions LLC | 0.04% | Add +37.9% | 3,095 | $242K |
| Sunpointe, LLC | 0.20% | Reduce -95.1% | 3,101 | $242K |
| HighMark Wealth Management LLC | 0.13% | Add +5.6% | 3,097 | $242K |
| Running Point Capital Advisors, LLC | 0.09% | No change | 3,088 | $241K |
| Lindbrook Capital, LLC | 0.02% | Add +291.1% | 3,082 | $241K |
| Wilson & Boucher Capital Management, LLC | 0.17% | New | 3,080 | $240K |
| Glassman Wealth Services | 0.04% | No change | 3,070 | $240K |
| Guerra Pan Advisors, LLC | 0.19% | No change | 3,066 | $239K |
| Calton & Associates, Inc. | 0.09% | New | 3,057 | $239K |
| Absolute Capital Management, LLC | 0.14% | Reduce -0.4% | 3,057 | $239K |
| AlphaStar Capital Management, LLC | 0.02% | Add +4.0% | 3,049 | $238K |
| Foundation Wealth Management, LLC | 0.18% | No change | 3,047 | $238K |
| Concord Wealth Partners | 0.04% | Reduce -2.1% | 3,036 | $237K |
| Iams Wealth Management, LLC | 0.12% | New | 3,034 | $237K |
| Proffitt & Goodson Inc. | 0.04% | No change | 3,031 | $237K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Add +2.0% | 3,030 | $236K |
| West Coast Financial LLC | 0.03% | New | 3,028 | $236K |
| Cannon Wealth Management Services, LLC | 0.22% | — | 3,023 | $236K |
| Prosperity Planning, Inc. | 0.10% | Reduce -0.7% | 3,016 | $235K |
| Cahill Wealth Management, LLC | 0.12% | Reduce -25.4% | 3,014 | $235K |
| Sugarloaf Wealth Management, LLC | 0.04% | No change | 3,014 | $235K |
| Twin Peaks Wealth Advisors, LLC | 0.11% | Add +1.9% | 3,004 | $234K |
| HBW Advisory Services LLC | 0.03% | Reduce -24.1% | 2,997 | $234K |
| WealthBridge Capital Management, LLC | 0.07% | No change | 2,979 | $233K |
| Taylor Financial Group, Inc. | 0.16% | No change | 2,958 | $231K |
| Strategic Financial Services, Inc. | 0.01% | New | 2,953 | $230K |
| Creekmur Asset Management LLC | 0.05% | Reduce -0.9% | 2,952 | $230K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -7.8% | 2,942 | $230K |
| Rise Advisors, LLC | 0.11% | Reduce -13.7% | 2,936 | $229K |
| Koss-Olinger Consulting, LLC | 0.02% | New | 2,937 | $229K |
| WMS Partners, LLC | 0.01% | Reduce -1.4% | 2,934 | $229K |
| Indie Asset Partners, LLC | 0.17% | New | 2,933 | $229K |
| CWA Asset Management Group, LLC | 0.01% | — | 2,930 | $229K |
| Christensen, King & Associates Investment Services, Inc. | 0.11% | Add +4.7% | 2,925 | $228K |
| Bellecapital International Ltd. | 0.05% | New | 2,920 | $228K |
| First National Advisers, LLC | 0.04% | New | 2,900 | $226K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 2,889 | $225K |
| Accelerate Investment Advisors LLC | 0.22% | — | 2,863 | $223K |
| Tanglewood Legacy Advisors, LLC | 0.10% | No change | 2,862 | $223K |
| Boston Trust Walden Corp | 0.00% | New | 2,861 | $223K |
| Global Assets Advisory, LLC | 0.12% | New | 2,882 | $223K |
| Fortitude Advisory Group L.L.C. | 0.14% | No change | 2,850 | $222K |
| Wealth Forward, LLC | 0.15% | No change | 2,826 | $221K |
| Maple Capital Management, Inc. | 0.02% | Reduce -63.3% | 2,826 | $221K |
| FSB Premier Wealth Management, Inc. | 0.09% | New | 2,823 | $220K |
| Atlas Brown,Inc. | 0.08% | Reduce -1.2% | 2,818 | $220K |
| Seneca Financial Advisors LLC | 0.11% | Reduce -21.2% | 2,801 | $219K |
| Tevis Investment Management | 0.16% | New | 2,769 | $216K |
| Adamsbrown Wealth Consultants LLC | 0.07% | No change | 2,769 | $216K |
| Maiden Cove Capital, LLC | 0.34% | Reduce -16.9% | 2,758 | $215K |
| Somerset Trust Co | 0.08% | Reduce -11.0% | 2,756 | $215K |
| Titleist Asset Management, LLC | 0.03% | Reduce -4.3% | 2,746 | $214K |
| Destiny Wealth Partners, LLC | 0.04% | New | 2,741 | $214K |
| Frazier Financial Advisors, LLC | 0.16% | Add +2.7% | 2,718 | $212K |
| Activest Wealth Management | 0.07% | No change | 2,711 | $212K |
| Rothschild Investment LLC | 0.01% | No change | 2,710 | $212K |
| First Heartland Consultants, Inc. | 0.02% | New | 2,702 | $211K |
| Sharkey, Howes & Javer | 0.03% | New | 2,699 | $211K |
| Prospect Financial Services LLC | 0.13% | New | 2,699 | $211K |
| ProVise Management Group, LLC | 0.02% | Reduce -9.8% | 2,692 | $210K |
| DHK Financial Advisors, Inc. | 0.13% | New | 2,669 | $208K |
| Redhawk Wealth Advisors, Inc. | 0.03% | New | 2,661 | $208K |
| Clearwater Capital Advisors, LLC | 0.02% | New | 2,635 | $206K |
| White Lighthouse Investment Management Inc. | 0.04% | New | 2,631 | $205K |
| Latitude Advisors, LLC | 0.12% | New | 2,625 | $205K |
| JB Capital LLC | 0.01% | New | 2,621 | $205K |
| FWG Investments, LLC. | 0.18% | New | 2,620 | $204K |
| Linscomb Wealth, Inc. | 0.01% | New | 2,614 | $204K |
| Goelzer Investment Management, Inc. | 0.01% | Reduce -35.9% | 2,608 | $204K |
| Scarborough Advisors, LLC | 0.03% | Reduce -3.4% | 2,607 | $203K |
| Onyx Bridge Wealth Group LLC | 0.03% | Reduce -25.6% | 2,606 | $203K |
| Bank of Nova Scotia | 0.00% | New | 2,597 | $203K |
| Lifeworks Advisors, LLC | 0.04% | New | 2,589 | $202K |
| Boulder Wealth Advisors, LLC | 0.11% | New | 2,581 | $201K |
| Mascoma Wealth Management LLC | 0.05% | Add +4.1% | 2,567 | $200K |
| Sanctuary Wealth Management, L.L.C. | 0.14% | No change | 2,560 | $200K |
| Cassady Schiller Wealth Management, LLC | 0.07% | Reduce -14.2% | 2,548 | $199K |
| Centennial Bank | 0.09% | Reduce -29.5% | 2,464 | $192K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 2,459 | $192K |
| Bogart Wealth, LLC | 0.01% | Add +18.4% | 2,423 | $189K |
| Arax Advisory Partners | 0.02% | Add +0.4% | 2,411 | $188K |
| Transcendent Capital Group LLC | 0.09% | Add +18.8% | 2,356 | $184K |
| Clearstead Trust, LLC | 0.04% | No change | 2,331 | $182K |
| Richardson Capital Management LLC | 0.13% | No change | 2,318 | $181K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 2,199 | $172K |
| Evermay Wealth Management LLC | 0.03% | No change | 2,168 | $169K |
| Householder Group Estate & Retirement Specialist, LLC | 0.05% | Reduce -0.3% | 2,121 | $165K |
| Atwood & Palmer Inc. | 0.01% | No change | 2,079 | $162K |
| Avondale Wealth Management | 0.10% | No change | 2,000 | $156K |
| Pineridge Advisors LLC | 0.06% | Reduce -0.5% | 1,971 | $154K |
| Pacifica Partners Inc. | 0.06% | No change | 1,966 | $153K |
| Motco | 0.01% | No change | 1,929 | $151K |
| Tradewinds Capital Management, LLC | 0.04% | Add +17.9% | 1,853 | $145K |
| PSI Advisors, LLC | 0.04% | Reduce -22.2% | 1,849 | $144K |
| Optimum Investment Advisors | 0.06% | Reduce -0.9% | 1,804 | $141K |
| Indiana Trust & Investment Management Co | 0.05% | No change | 1,796 | $140K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.04% | Reduce -5.0% | 1,747 | $136K |
| Provident Wealth Management, LLC | 0.05% | No change | 1,724 | $135K |
| Signature Resources Capital Management, LLC | 0.12% | Reduce -1.4% | 1,707 | $133K |
| Clear Point Advisors Inc. | 0.10% | No change | 1,632 | $127K |
| LFA - Lugano Financial Advisors SA | 0.09% | No change | 1,628 | $127K |
| Lanark Financial, Inc. | 0.01% | Reduce -12.6% | 1,606 | $125K |
| Fairman Group, LLC | 0.11% | No change | 1,553 | $121K |
| LGT Financial Advisors LLC | 0.29% | Reduce -0.5% | 1,504 | $117K |
| Compass Wealth Management LLC | 0.03% | No change | 1,477 | $115K |
| Stone House Investment Management, LLC | 0.02% | Reduce -0.8% | 1,476 | $115K |
| Robinswood Financial LLC | 0.04% | Add +13.4% | 1,448 | $113K |
| Bfsg, LLC | 0.01% | Add +777.0% | 1,447 | $113K |
| Beaird Harris Wealth Management, LLC | 0.01% | Add +71.8% | 1,429 | $112K |
| Kopp Family Office, LLC | 0.07% | No change | 1,400 | $109K |
| Hemington Wealth Management | 0.03% | New | 1,440 | $106K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 1,329 | $104K |
| Salomon & Ludwin, LLC | 0.01% | Add +38.7% | 1,311 | $102K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 1,235 | $96K |
| Citizens National Bank Trust Department | 0.02% | Reduce -11.1% | 1,200 | $94K |
| Angeles Wealth Management, LLC | 0.01% | No change | 1,187 | $93K |
| Optiver Holding B.V. | 0.00% | Add +71.4% | 1,150 | $90K |
| Tacita Capital Inc | 0.06% | Add +0.8% | 1,139 | $89K |
| Family CFO Inc | 0.05% | New | 1,131 | $88K |
| Delta Asset Management LLC | 0.01% | No change | 1,130 | $88K |
| Dunhill Financial, LLC | 0.05% | New | 1,125 | $88K |
| St Germain D J Co. Inc. | 0.00% | Reduce -59.3% | 1,090 | $85K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 1,071 | $84K |
| Caldwell Sutter Capital, Inc. | 0.04% | No change | 1,054 | $82K |
| Covestor Ltd | 0.05% | Reduce -14.3% | 1,047 | $82K |
| Piscataqua Savings Bank | 0.07% | Add +80.1% | 1,050 | $82K |
| Oakworth Capital, Inc. | 0.01% | Reduce -5.0% | 1,038 | $81K |
| Cliffwater LLC | 0.02% | No change | 1,036 | $81K |
| SRH Advisors, LLC | 0.02% | No change | 1,026 | $80K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +5.7% | 1,023 | $80K |
| WR Wealth Planners, LLC | 0.02% | Reduce -6.6% | 1,010 | $79K |
| Carmichael Hill & Associates, Inc. | 0.03% | Reduce -18.3% | 1,003 | $78K |
| Arlington Trust Co LLC | 0.02% | New | 990 | $77K |
| CarsonAllaria Wealth Management, Ltd. | 0.04% | Add +0.8% | 929 | $73K |
| Thompson Investment Management, Inc. | 0.01% | No change | 879 | $69K |
| PFS Partners, LLC | 0.04% | No change | 838 | $65K |
| Wintrust Investments LLC | 0.05% | Reduce -89.9% | 795 | $62K |
| MRP Capital Investments, LLC | 0.06% | New | 790 | $62K |
| Legend Financial Advisors, Inc. | 0.04% | New | 755 | $59K |
| IAG Wealth Partners, LLC | 0.01% | Reduce -2.4% | 731 | $57K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -23.6% | 713 | $56K |
| Missouri Trust & Investment Co | 0.02% | No change | 700 | $55K |
| First PREMIER Bank | 0.01% | Reduce -63.8% | 688 | $54K |
| First Personal Financial Services | 0.01% | No change | 665 | $52K |
| Sittner & Nelson, LLC | 0.02% | Reduce -5.5% | 658 | $51K |
| Davis Capital Management | 0.04% | No change | 654 | $51K |
| Aspire Private Capital, LLC | 0.01% | No change | 650 | $51K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Add +26.4% | 622 | $49K |
| Pin Oak Investment Advisors Inc. | 0.04% | No change | 615 | $48K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 600 | $47K |
| Rice Partnership, LLC | 0.01% | Add +8.2% | 582 | $45K |
| Main Street Group, LTD | 0.02% | Reduce -38.4% | 570 | $44K |
| Baldwin Wealth Partners LLC | 0.00% | Reduce -31.1% | 555 | $43K |
| M&R Capital Management Inc. | 0.01% | No change | 550 | $43K |
| Kimelman & Baird, LLC | 0.00% | No change | 542 | $42K |
| Cape Investment Advisory, Inc. | 0.02% | Add +8.6% | 541 | $42K |
| AllSquare Wealth Management LLC | 0.02% | No change | 531 | $41K |
| Criterion Capital Advisors, LLC | 0.02% | No change | 531 | $39K |
| Pingora Partners LLC | 0.03% | No change | 485 | $38K |
| FSA Wealth Management LLC | 0.02% | — | 484 | $38K |
| Blume Capital Management, Inc. | 0.01% | No change | 477 | $37K |
| St. Johns Investment Management Company, LLC | 0.02% | New | 470 | $37K |
| NFSG Corp | 0.01% | Reduce -9.1% | 460 | $36K |
| Arrow Financial Corp | 0.00% | No change | 457 | $36K |
| First Community Trust NA | 0.03% | No change | 443 | $35K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -62.7% | 421 | $31K |
| Arcadia Investment Advisors LLC | 0.02% | No change | 397 | $31K |
| Tucker Asset Management LLC | 0.01% | Reduce -31.3% | 390 | $30K |
| Kiely Wealth Advisory Group, Inc. | 0.02% | No change | 410 | $30K |
| Darwin Wealth Management, LLC | 0.01% | New | 378 | $30K |
| Peoples Bank | 0.02% | No change | 375 | $29K |
| Union Savings Bank | 0.01% | New | 359 | $28K |
| Hanson & Doremus Investment Management | 0.00% | No change | 364 | $28K |
| PFG Private Wealth Management, LLC | 0.02% | New | 343 | $27K |
| Horizons Wealth Management | 0.02% | No change | 321 | $25K |
| Perkins Coie Trust Co | 0.01% | No change | 316 | $25K |
| Pacific Center for Financial Services | 0.01% | No change | 314 | $25K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +477.8% | 312 | $24K |
| Reston Wealth Management LLC | 0.01% | New | 312 | $24K |
| Flaharty Asset Management, LLC | 0.00% | New | 302 | $24K |
| Bank of New Hampshire | 0.01% | No change | 300 | $23K |
| AlphaMark Advisors, LLC | 0.01% | No change | 300 | $23K |
| Iron Horse Wealth Management, LLC | 0.01% | New | 292 | $23K |
| Chilton Capital Management LLC | 0.00% | Reduce -82.0% | 287 | $22K |
| VitalStone Financial, LLC | 0.01% | No change | 277 | $22K |
| ZynergyRetirementPlanningLLC | 0.01% | No change | 266 | $21K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 245 | $19K |
| Financial Network Wealth Advisors LLC | 0.02% | Reduce -52.5% | 242 | $19K |
| Strengthening Families & Communities, LLC | 0.00% | New | 240 | $19K |
| Castleview Partners, LLC | 0.01% | No change | 224 | $18K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 223 | $17K |
| SJS Investment Consulting Inc. | 0.00% | No change | 222 | $17K |
| Abich Financial Wealth Management LLC | 0.04% | No change | 218 | $17K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 215 | $17K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 203 | $16K |
| Bank & Trust Co | 0.01% | No change | 188 | $15K |
| McIlrath & Eck, LLC | 0.00% | No change | 188 | $15K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 183 | $14K |
| Atticus Wealth Management, LLC | 0.00% | No change | 178 | $14K |
| Claris Advisors, LLC / Mo / | 0.01% | New | 175 | $14K |
| Tower View Wealth Management LLC | 0.01% | No change | 174 | $14K |
| CNB Bank | 0.01% | No change | 173 | $14K |
| Northwest Financial Advisors | 0.01% | New | 168 | $13K |
| Guardian Wealth Management, Inc. | 0.01% | Reduce -31.1% | 166 | $13K |
| Raelipskie Partnership | 0.01% | New | 162 | $13K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 159 | $12K |
| Truvestments Capital LLC | 0.00% | New | 154 | $12K |
| Godsey & Gibb, Inc. | 0.00% | No change | 149 | $12K |
| Integrity Financial Corp | 0.01% | No change | 146 | $11K |
| Eukles Asset Management | 0.00% | No change | 140 | $11K |
| DecisionPoint Financial, LLC | 0.00% | No change | 128 | $10K |
| Legacy Investment Solutions, LLC | 0.01% | — | 134 | $10K |
| Legacy Wealth Managment, LLC | 0.01% | — | 134 | $10K |
| Valley National Advisers Inc. | 0.00% | Reduce -47.8% | 117 | $9K |
| Hilltop National Bank | 0.00% | No change | 108 | $8K |
| Painted Porch Advisors LLC | 0.00% | Add +270.4% | 100 | $8K |
| Front Row Advisors LLC | 0.00% | Reduce -88.5% | 100 | $8K |
| POM Investment Strategies, LLC | 0.01% | New | 92 | $7K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | New | 90 | $7K |
| Uncommon Cents Investing LLC | 0.00% | New | 89 | $7K |
| Raleigh Capital Management Inc. | 0.00% | New | 80 | $6K |
| Coston, McIsaac & Partners | 0.00% | No change | 81 | $6K |
| IMA Advisory Services, Inc. | 0.00% | New | 71 | $6K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 68 | $5K |
| McClarren Financial Advisors, Inc. | 0.00% | Add +15.2% | 167 | $5K |
| Earned Wealth Advisors, LLC | 0.00% | New | 60 | $5K |
| Country Trust Bank | 0.00% | Reduce -73.3% | 60 | $5K |
| Pittenger & Anderson Inc. | 0.00% | No change | 43 | $3K |
| Sawyer & Company, Inc | 0.00% | New | 40 | $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 |
| Peterson Financial Group, Inc. | 0.01% | New | 21 | $2K |
| Winch Advisory Services, LLC | 0.00% | New | 18 | $1K |
| Ridgewood Investments LLC | 0.00% | Reduce -99.6% | 16 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -95.5% | 11 | $1K |
| Kozak & Associates, Inc. | 0.00% | Reduce -91.1% | 8 | $618 |
| Nemes Rush Group LLC | 0.00% | No change | 6 | $445 |
| Safe Harbor Fiduciary, LLC | 0.00% | — | 4 | $312 |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 4 | $275 |
| Bell Investment Advisors, Inc | 0.00% | No change | 2 | $157 |
"% 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.