iShares Core MSCI Eafe ETFIEFAETF
13F holders, Q4 2024 (December 31)2,004holders +147
105new positions
96sold out
5famous investors
$70.24avg. 13F price*
At the end of Q4 2024, 2,004 institutions reported holding iShares Core MSCI Eafe ETF (IEFA) in their 13F filings, up 147 from Q3 2024. 105 opened new positions and 96 sold out. The largest holders were Bank of America Corp. ($13.5B), Morgan Stanley ($6.9B) and Jones Financial Companies LLLP ($6.2B). 5 famous investors held it, including Joel Greenblatt (0.6% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 105 | $606.3M |
| Exits | 96 | $71.9M |
All 13F filers, Q3 2024 → Q4 2024: 76,406,617 shares bought and 33,750,008 shares sold, net +42,656,609 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,004 holders
| Bank of America Corp. | 1.25% | Add +5.0% | 191,738,074 | $13.5B |
| Morgan Stanley | 0.48% | Reduce -2.3% | 98,009,588 | $6.9B |
| Jones Financial Companies LLLP | 5.92% | Add +1.3% | 88,571,458 | $6.2B |
| Wells Fargo & Company | 1.11% | Add +5.4% | 65,745,847 | $4.6B |
| Tiaa Trust, National Association | 11.76% | Add +4.9% | 55,081,925 | $3.9B |
| LPL Financial LLC | 1.11% | Add +7.0% | 38,824,556 | $2.7B |
| Envestnet Asset Management Inc. | 0.85% | Reduce -2.9% | 37,639,410 | $2.6B |
| Raymond James Financial Inc. | 0.97% | — | 37,524,265 | $2.6B |
| US Bancorp \de | 3.03% | Add +0.1% | 32,914,849 | $2.3B |
| Northwestern Mutual Wealth Management Co. | 1.93% | Add +7.0% | 32,487,533 | $2.3B |
| Bank of New York Mellon Corp | 0.39% | Add +9.5% | 30,101,231 | $2.1B |
| BlackRock, Inc. | 0.04% | Reduce -16.7% | 27,428,589 | $1.9B |
| Goldman Sachs Group Inc. | 0.34% | Reduce -7.1% | 25,310,396 | $1.8B |
| UBS Group AG | 0.38% | Add +2.8% | 24,421,382 | $1.7B |
| FMR LLC | 0.10% | Add +18.5% | 22,804,204 | $1.6B |
| JPMorgan Chase & Co. | 0.10% | Add +3.5% | 18,166,374 | $1.3B |
| Envestnet Portfolio Solutions, Inc. | 3.59% | Add +9.5% | 15,636,699 | $1.1B |
| PNC Financial Services Group, Inc. | 0.70% | Add +0.3% | 14,972,561 | $1.1B |
| M&T Bank Corp | 3.35% | Add +1.2% | 14,214,365 | $999.0M |
| Betterment LLC | 1.90% | Reduce -0.1% | 11,366,549 | $798.8M |
| Stifel Financial Corp. | 0.74% | Add +4.1% | 10,051,049 | $706.4M |
| Ameriprise Financial Inc. | 0.17% | Reduce -2.2% | 9,615,214 | $675.7M |
| Bank of Montreal | 0.32% | Reduce -12.3% | 9,073,690 | $637.7M |
| Cerity Partners LLC | 1.37% | Add +3.0% | 8,975,341 | $631.0M |
| Truist Financial Corp. | 0.98% | Add +22.4% | 8,877,878 | $623.9M |
| Mariner, LLC | 1.04% | Add +3.1% | 8,774,559 | $616.7M |
| First Citizens Bank & Trust Co. | 10.68% | Add +16.8% | 8,275,944 | $581.6M |
| Royal Bank of Canada | 0.11% | Reduce -4.6% | 7,404,833 | $520.4M |
| Assetmark, Inc. | 1.40% | Reduce -2.8% | 7,356,180 | $517.0M |
| Keybank National Association | 1.87% | Add +4.6% | 6,933,051 | $487.3M |
| Alliancebernstein L.P. | 0.16% | Add +3.3% | 6,906,593 | $485.4M |
| State of New Jersey Common Pension Fund D | 1.82% | No change | 6,424,587 | $451.5M |
| Avantax Advisory Services, Inc. | 2.80% | Add +3.1% | 6,343,059 | $445.8M |
| Ballentine Partners, LLC | 7.19% | Add +0.1% | 5,966,887 | $419.4M |
| Baird Financial Group, Inc. | 0.73% | Add +6.2% | 5,459,329 | $383.7M |
| Franklin Resources Inc. | 0.11% | Add +0.8% | 5,391,670 | $378.9M |
| Prudential Financial Inc. | 0.50% | Reduce -0.3% | 5,167,058 | $363.1M |
| HighTower Advisors, LLC | 0.45% | Reduce -5.0% | 4,656,028 | $327.2M |
| Jane Street Group, LLC | 0.52% | Add +108.5% | 4,601,172 | $323.4M |
| Cresset Asset Management, LLC | 1.54% | Reduce -4.1% | 4,552,837 | $320.0M |
| Nuveen Asset Management, LLC | 0.09% | Add +7.5% | 4,407,833 | $309.8M |
| Allspring Global Investments Holdings, LLC | 0.49% | Add +8.3% | 4,385,154 | $307.5M |
| United Capital Financial Advisors, LLC | 2.59% | Add +0.9% | 4,357,174 | $306.2M |
| Fiduciary Trust Co | 3.99% | Add +2.2% | 4,302,214 | $302.4M |
| Charles Schwab Investment Management Inc. | 0.06% | Reduce -9.8% | 4,299,458 | $302.2M |
| Old Mission Capital LLC | 7.03% | New | 4,297,162 | $302.0M |
| Sei Investments Co. | 0.36% | Reduce -2.2% | 3,966,446 | $278.8M |
| Mission Wealth Management, LP | 6.51% | Add +7.8% | 3,894,399 | $273.7M |
| Mill Creek Capital Advisors, LLC | 6.36% | Add +14.7% | 3,768,296 | $264.8M |
| Dynasty Wealth Management, LLC | 4.44% | Reduce -1.0% | 3,664,585 | $257.5M |
| Hirtle & Co., LLC | 12.37% | Reduce -0.7% | 3,628,374 | $255.0M |
| Bell Bank | 18.54% | Add +187.7% | 3,546,845 | $249.3M |
| Cetera Investment Advisers | 0.50% | Add +1.0% | 3,428,071 | $240.9M |
| Modera Wealth Management, LLC | 2.86% | Add +7.3% | 3,365,263 | $236.5M |
| Northern Trust Corp. | 0.03% | Add +27.9% | 3,335,713 | $234.4M |
| Pure Financial Advisors, LLC | 5.32% | Add +9.5% | 3,329,529 | $234.0M |
| Macquarie Group Ltd. | 0.28% | Add +37.5% | 3,329,508 | $234.0M |
| Flputnam Investment Management Co. | 4.06% | Reduce -16.0% | 3,160,511 | $222.1M |
| Stairway Partners, LLC | 13.90% | Add +11.4% | 3,139,503 | $220.6M |
| Signaturefd, LLC | 4.17% | Add +2.9% | 3,125,558 | $219.7M |
| Members Trust Co | 7.53% | Reduce -0.3% | 3,107,274 | $218.4M |
| MML Investors Services, LLC | 0.75% | Reduce -4.5% | 3,097,111 | $217.7M |
| Commonwealth Equity Services, LLC | 0.32% | Add +4.7% | 3,079,875 | $216.5M |
| Wellington Management Group LLP | 0.04% | Add +34.6% | 3,026,735 | $212.7M |
| Haverford Trust Co | 1.98% | Add +2.7% | 2,831,076 | $199.0M |
| Greenleaf Trust | 1.81% | Reduce -0.0% | 2,822,037 | $198.3M |
| Creative Planning | 0.19% | Reduce -2.5% | 2,769,313 | $194.6M |
| Alaska Permanent Fund Corp | 2.65% | Add +43.6% | 2,543,098 | $178.7M |
| Brown Brothers Harriman & Co. | 1.21% | Add +0.8% | 2,459,104 | $172.8M |
| Fifth Third Bancorp | 0.63% | Reduce -3.6% | 2,456,834 | $172.7M |
| First Command Advisory Services, Inc. | 1.61% | Add +5.7% | 2,412,317 | $169.5M |
| Focus Partners Wealth | 0.43% | Add +2.2% | 2,359,936 | $165.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 3.04% | Reduce -2.0% | 2,232,259 | $156.9M |
| TD Private Client Wealth LLC | 4.37% | Add +18.3% | 2,220,633 | $156.1M |
| Matson Money. Inc. | 5.51% | Add +2.0% | 2,173,116 | $153.6M |
| Citizens Financial Group Inc. | 2.99% | Add +1.4% | 2,178,970 | $153.1M |
| Quotient Wealth Partners, LLC | 4.94% | Add +3.6% | 2,147,652 | $150.9M |
| CKW Financial Group | 18.41% | Add +1.6% | 2,129,347 | $149.7M |
| Avidian Wealth Enterprises, LLC | 6.71% | Add +4.2% | 2,123,981 | $149.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | No change | 2,094,000 | $147.2M |
| Wealth Enhancement Advisory Services, LLC | 0.28% | Add +11.7% | 2,090,321 | $146.9M |
| Passaic Partners LLC | 20.87% | Reduce -4.7% | 2,043,900 | $143.6M |
| MAI Capital Management | 1.07% | Add +25.0% | 2,035,927 | $143.1M |
| Midland Wealth Advisors, LLC | 8.55% | Add +0.5% | 2,020,619 | $142.0M |
| Moneta Group Investment Advisors LLC | 1.99% | Add +7.9% | 2,019,042 | $141.9M |
| Sanctuary Advisors, LLC | 0.89% | Add +1.1% | 1,899,728 | $141.1M |
| First Hawaiian Bank | 4.54% | Reduce -1.9% | 1,982,482 | $139.3M |
| Merit Financial Group, LLC | 2.48% | Add +11.2% | 1,965,057 | $138.1M |
| CX Institutional | 5.36% | Add +670.8% | 1,921,231 | $135.0M |
| &partners | 1.62% | Add +56.2% | 1,918,299 | $135.0M |
| Nationwide Fund Advisors | 10.52% | Add +17.5% | 1,869,957 | $131.4M |
| Constellation Investments, Inc. | 5.90% | — | 1,845,498 | $129.7M |
| Halbert Hargrove Global Advisors, LLC | 7.23% | Add +4.1% | 1,833,592 | $128.9M |
| Retirement Investment Advisors, Inc. | 13.50% | Add +6.5% | 1,821,254 | $128.0M |
| RiverFront Investment Group, LLC | 2.88% | Reduce -25.3% | 1,802,373 | $126.7M |
| Sagespring Wealth Partners, LLC | 3.25% | — | 1,752,293 | $123.2M |
| Heritage Wealth Advisors | 6.04% | Add +2.5% | 1,732,680 | $121.8M |
| Truepoint, Inc. | 3.25% | Reduce -0.7% | 1,728,333 | $121.5M |
| Connecticut Wealth Management, LLC | 5.81% | Add +1.8% | 1,682,241 | $118.2M |
| 1832 Asset Management L.P. | 0.21% | Add +35.5% | 1,677,515 | $117.9M |
| First Business Financial Services, Inc. | 11.56% | Add +0.4% | 1,664,076 | $117.0M |
| Susquehanna International Group, LLP | 0.17% | Add +4408.0% | 1,661,931 | $116.8M |
| Rockefeller Capital Management L.P. | 0.30% | Add +0.5% | 1,646,272 | $115.7M |
| Alesco Advisors, LLC, An ESL Co | 3.63% | Reduce -4.8% | 1,645,071 | $115.6M |
| Johnson Financial Group, Inc. | 5.25% | Add +8.9% | 1,510,144 | $111.1M |
| Mercer Global Advisors Inc. | 0.26% | Add +198.6% | 1,502,263 | $105.6M |
| Alaska Permanent Capital Management, LLC | 8.48% | Reduce -0.2% | 1,468,439 | $103.2M |
| Osaic Holdings, Inc. | 0.23% | Add +35.0% | 2,106,958 | $102.9M |
| Neuberger Berman Group LLC | 0.08% | Add +0.1% | 1,444,395 | $101.5M |
| Captrust Financial Advisors | 0.29% | Add +7.9% | 1,441,526 | $101.3M |
| Equitable Holdings, Inc. | 0.96% | Add +6.7% | 1,438,046 | $101.1M |
| Manufacturers Life Insurance Company, The | 0.09% | Reduce -30.6% | 1,429,773 | $100.5M |
| Corient Private Wealth LP | 0.16% | Add +2.3% | 1,418,470 | $99.2M |
| UMB Bank, n.a. | 1.55% | Reduce -4.3% | 1,394,524 | $98.0M |
| National Philanthropic Trust | 1.38% | Add +7.7% | 1,363,953 | $95.9M |
| Lockheed Martin Investment Management Co. | 3.79% | Add +33.5% | 1,352,300 | $95.0M |
| Wealthquest Corp | 7.32% | Add +4.0% | 1,280,649 | $90.0M |
| First Financial Bank - Trust Division | 8.37% | Add +0.3% | 1,276,737 | $89.7M |
| Bartlett & Co. Wealth Management LLC | 1.30% | Add +1.8% | 1,276,184 | $89.7M |
| Global Strategic Investment Solutions, LLC | 10.47% | Reduce -8.7% | 1,273,153 | $89.5M |
| Hantz Financial Services, Inc. | 1.56% | Add +16.5% | 1,270,992 | $89.3M |
| Capital Analysts, LLC | 3.57% | Add +3.1% | 1,265,413 | $88.9M |
| Vicus Capital | 7.79% | Add +4.2% | 1,248,535 | $87.7M |
| Full Sail Capital, LLC | 5.54% | Add +1.9% | 1,237,094 | $86.9M |
| SigFig Wealth Management, LLC | 3.14% | Add +4.0% | 1,238,180 | $86.8M |
| HSBC Holdings PLC | 0.05% | Add +3.5% | 1,233,964 | $86.7M |
| Comerica Bank | 0.35% | Reduce -20.3% | 1,233,590 | $86.7M |
| Janney Montgomery Scott LLC | 0.24% | New | 1,230,491 | $86.5M |
| Ritholtz Wealth Management | 2.52% | Add +5.2% | 1,218,403 | $85.6M |
| Choreo, LLC | 1.19% | Reduce -2.9% | 1,182,831 | $83.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.33% | Reduce -10.1% | 1,161,772 | $81.7M |
| Natixis Advisors, LLC | 0.15% | Reduce -6.2% | 1,130,352 | $79.4M |
| RKL Wealth Management LLC | 6.97% | Add +3.3% | 1,113,764 | $78.3M |
| Chan Zuckerberg Initiative, LLC | 20.94% | No change | 1,108,592 | $77.9M |
| Fragasso Financial Advisors Inc | 5.91% | Add +7.4% | 1,102,272 | $77.5M |
| Regions Financial Corp. | 0.55% | Add +4.0% | 1,070,523 | $75.2M |
| Center for Financial Planning, Inc. | 10.00% | Add +2.8% | 1,066,559 | $75.0M |
| Nottingham Advisors, Inc. | 9.28% | Reduce -8.3% | 1,040,748 | $73.1M |
| Mason Street Advisors, LLC | 9.40% | Add +12.3% | 1,033,700 | $72.6M |
| Aaron Wealth Advisors LLC | 8.41% | Add +2.4% | 1,030,824 | $72.4M |
| Cambridge Investment Research Advisors, Inc. | 0.24% | Add +2.7% | 1,025,860 | $72.1M |
| Edge Capital Group, LLC | 3.11% | Add +1.5% | 991,765 | $69.7M |
| Twin Focus Capital Partners, LLC | 10.26% | Add +5.2% | 987,613 | $69.4M |
| Wedmont Private Capital | 3.66% | Add +41.4% | 995,065 | $69.4M |
| Parallel Advisors, LLC | 1.53% | Add +2.5% | 963,488 | $67.7M |
| First Foundation Advisors | 2.54% | Add +3.4% | 958,276 | $67.3M |
| Rehmann Capital Advisory Group | 4.25% | Add +7.7% | 953,167 | $67.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.41% | Reduce -23.6% | 938,250 | $65.9M |
| NewEdge Advisors, LLC | 0.39% | Add +6.0% | 934,897 | $65.7M |
| Meeder Advisory Services, Inc. | 4.03% | Add +17.3% | 919,231 | $64.6M |
| NorthCoast Asset Management LLC | 0.32% | Add +9.8% | 917,707 | $64.5M |
| Janney Capital Management LLC | 4.22% | New | 907,672 | $63.8M |
| McKinley Carter Wealth Services, Inc. | 3.85% | Add +6.4% | 894,189 | $62.8M |
| Monashee Investment Management LLC | 8.64% | Add +1.6% | 884,080 | $62.2M |
| Acadian Asset Management LLC | 0.18% | Reduce -1.1% | 878,057 | $61.7M |
| Wealthspire Advisors, LLC | 0.60% | Add +2.4% | 864,280 | $60.7M |
| National Bank of Canada | 0.08% | Reduce -82.1% | 858,102 | $60.4M |
| First National Trust Co | 2.25% | Add +0.9% | 851,773 | $59.9M |
| SVB Wealth LLC | 1.12% | Add +346.9% | 851,638 | $59.9M |
| Wilshire Advisors LLC | 21.24% | Add +39.8% | 827,606 | $58.2M |
| Arkos Global Advisors | 8.53% | Add +0.5% | 827,295 | $58.1M |
| Gotham Asset Management | 0.55% | Add +18.7% | 826,493 | $58.1M |
| Bangor Savings Bank | 5.40% | Add +4.2% | 818,296 | $57.5M |
| Graves Light Lenhart Wealth, Inc. | 7.13% | Add +2.5% | 815,827 | $57.3M |
| Intrust Bank NA | 5.79% | Add +1.3% | 812,395 | $57.1M |
| Olympus Wealth Management, LLC | 20.62% | Add +1.3% | 805,772 | $56.6M |
| Bailard, Inc. | 1.44% | Reduce -0.5% | 800,502 | $56.3M |
| Facet Wealth, Inc. | 1.48% | Add +5.3% | 756,086 | $55.9M |
| OneDigital Investment Advisors LLC | 0.64% | Add +1.6% | 781,251 | $54.9M |
| Cabot-Wellington, LLC | 20.81% | Add +0.1% | 779,286 | $54.8M |
| Dixon Mitchell Investment Counsel Inc. | 2.53% | Add +8.2% | 779,239 | $54.8M |
| AMG National Trust Bank | 1.51% | Add +3.3% | 777,876 | $54.7M |
| New York Life Investment Management LLC | 0.53% | Add +3.5% | 774,147 | $54.4M |
| Diversified Trust Co. | 1.29% | Add +4.9% | 754,986 | $53.1M |
| True Link Financial Advisors, LLC | 4.45% | Add +14.2% | 753,937 | $53.0M |
| Callan Family Office, LLC | 3.37% | Reduce -2.3% | 753,425 | $53.0M |
| Legacy Edge Advisors, LLC | 8.37% | Add +4.8% | 749,507 | $52.7M |
| 49 Wealth Management, LLC | 7.51% | Add +19.4% | 749,842 | $52.7M |
| Texas Capital Bank Wealth Management Services Inc | 5.39% | Reduce -4.0% | 749,709 | $52.7M |
| Clearstead Advisors, LLC | 0.80% | Add +2.7% | 745,173 | $52.4M |
| Kestra Advisory Services, LLC | 0.29% | Add +6.0% | 739,167 | $51.9M |
| Compton Financial Group, LLC | 15.44% | Add +6.5% | 739,149 | $51.9M |
| Roth Financial Partners LLC | 20.59% | Add +7.5% | 736,086 | $51.7M |
| Orgel Wealth Management, LLC | 1.35% | Add +3.3% | 735,501 | $51.7M |
| Steward Partners Investment Advisory, LLC | 0.45% | Add +4.4% | 718,351 | $50.5M |
| Northwestern Mutual Investment Management Company, LLC | 1.10% | No change | 711,338 | $50.0M |
| Integrated Wealth Concepts LLC | 0.57% | Add +0.3% | 699,754 | $49.2M |
| Fifth Third Wealth Advisors LLC | 2.65% | Add +10.1% | 695,279 | $48.9M |
| Ironwood Wealth Management, LLC. | 15.14% | Add +11.3% | 694,443 | $48.8M |
| Wellspring Financial Advisors, LLC | 5.06% | Add +116.8% | 1,170,328 | $48.4M |
| Investure, LLC | 2.87% | Add +77.1% | 689,115 | $48.4M |
| Cambridge Associates LLC /Ma/ | 1.54% | Add +5.9% | 686,679 | $48.3M |
| Shepherd Financial Partners LLC | 5.77% | Add +0.3% | 686,669 | $48.3M |
| Quadrant Capital Group LLC | 3.29% | Add +9.8% | 680,821 | $47.8M |
| Makena Capital Management LLC | 7.73% | New | 677,930 | $47.7M |
| Principal Securities, Inc. | 1.07% | Reduce -54.1% | 676,062 | $47.5M |
| Thrivent Financial for Lutherans | 0.09% | Add +0.7% | 651,705 | $47.4M |
| Cape Cod Five Cents Savings Bank | 4.17% | No change | 600,693 | $46.9M |
| Financiere des Professionnels - Fonds d'investissement inc. | 3.29% | Reduce -15.0% | 667,053 | $46.9M |
| Apollon Wealth Management, LLC | 1.07% | Add +11.8% | 658,679 | $46.3M |
| Orion Porfolio Solutions, LLC | 0.46% | Add +38.2% | 656,791 | $46.2M |
| Orion Portfolio Solutions, LLC | 0.46% | Add +38.2% | 656,791 | $46.2M |
| Klingman & Associates, LLC | 2.92% | Add +16.0% | 656,176 | $46.1M |
| DRW Securities, LLC | 3.11% | New | 655,022 | $46.0M |
| Conservest Capital Advisors, Inc. | 4.58% | Reduce -5.2% | 631,318 | $44.4M |
| Prime Capital Investment Advisors, LLC | 0.64% | Reduce -1.0% | 628,960 | $44.2M |
| Valeo Financial Advisors, LLC | 1.23% | Reduce -2.6% | 625,314 | $43.9M |
| Pacific Capital Wealth Advisors, Inc. | 7.32% | Reduce 0.0% | 623,479 | $43.8M |
| Ledyard National Bank | 4.12% | Reduce -2.7% | 622,492 | $43.7M |
| Blair William & Co. | 0.13% | Add +7.4% | 621,315 | $43.7M |
| Brickley Wealth Management | 8.67% | Add +1.9% | 607,869 | $42.7M |
| Marcum Wealth, LLC | 3.66% | Reduce -1.4% | 600,912 | $42.2M |
| Atria Investments, Inc | 0.52% | Add +8.6% | 597,700 | $42.0M |
| Aspiriant, LLC | 1.51% | Add +7.7% | 596,334 | $41.9M |
| Great Lakes Advisors, LLC | 0.35% | Add +39.3% | 584,653 | $41.1M |
| BOK Financial Private Wealth, Inc. | 2.97% | Reduce -0.3% | 581,103 | $40.8M |
| Composition Wealth, LLC | 0.83% | Add +19.8% | 581,078 | $40.8M |
| Colony Family Offices, LLC | 12.66% | Add +0.5% | 573,576 | $40.3M |
| AE Wealth Management LLC | 0.34% | Add +2.1% | 570,984 | $40.1M |
| DAVENPORT & Co LLC | 0.23% | Add +5.0% | 565,539 | $39.7M |
| Rockbridge Investment Management, LCC | 5.09% | Add +21.1% | 565,010 | $39.7M |
| LBMC Investment Advisors, LLC | 3.11% | Reduce -0.5% | 560,749 | $39.4M |
| Bank of Hawaii | 2.18% | Add +4.9% | 560,227 | $39.4M |
| Southern Farm Bureau Life Insurance | 5.56% | No change | 556,709 | $39.1M |
| Starr Indemnity & Liability Co | 19.20% | — | 553,126 | $38.9M |
| Revolve Wealth Partners, LLC | 5.69% | Add +3.8% | 551,668 | $38.8M |
| Waddell & Associates, LLC | 3.95% | Add +1.7% | 551,554 | $38.8M |
| Wescott Financial Advisory Group, LLC | 3.94% | Add +0.1% | 540,610 | $38.0M |
| Strategies Wealth Advisors, LLC | 4.72% | Reduce -2.3% | 508,555 | $37.9M |
| Alaska Wealth Advisors, LLC | 5.86% | Add +2.0% | 536,593 | $37.7M |
| RMR Wealth Builders | 3.88% | Add +9.6% | 534,340 | $37.6M |
| Disciplina Capital Management LLC | 6.33% | Reduce -3.0% | 534,250 | $37.5M |
| Citigroup Inc. | 0.04% | Add +10.1% | 533,545 | $37.5M |
| Pathstone Holdings, LLC | 0.17% | Reduce -33.9% | 532,295 | $37.4M |
| Northwest Quadrant Wealth Management, LLC | 8.50% | Reduce -3.1% | 531,557 | $37.4M |
| Financial Counselors Inc. | 0.54% | Add +14.8% | 523,996 | $36.8M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 1.03% | Reduce -86.7% | 509,777 | $35.8M |
| iA Global Asset Management Inc. | 0.62% | Reduce -4.3% | 501,651 | $35.3M |
| Brown Advisory Inc. | 0.04% | Add +3.6% | 501,129 | $35.2M |
| Jordan Park Group LLC | 2.59% | Add +4.0% | 498,960 | $35.1M |
| Conrad Siegel Investment Advisors, Inc. | 9.44% | Add +2.0% | 498,648 | $35.0M |
| Beacon Pointe Advisors, LLC | 0.39% | Reduce -0.2% | 498,219 | $35.0M |
| Catalyst Financial Partners LLC | 6.56% | Add +6.7% | 496,671 | $34.9M |
| Lake Street Advisors Group, LLC | 1.61% | Reduce -2.6% | 495,218 | $34.8M |
| Atria Wealth Solutions, Inc. | 0.38% | Add +15.7% | 490,137 | $34.4M |
| Strategic Investment Advisors / MI | 3.63% | Add +4.6% | 486,901 | $34.2M |
| Valley Forge Investment Consultants Inc. Adv | 11.65% | Add +7.9% | 482,595 | $33.9M |
| Fusion Family Wealth, LLC | 3.10% | Reduce -0.8% | 481,193 | $33.8M |
| Crewe Advisors LLC | 4.66% | Add +149.0% | 480,786 | $33.8M |
| Coldstream Capital Management Inc. | 0.72% | Add +16.1% | 480,585 | $33.8M |
| Whittier Trust Co. of Nevada Inc. | 0.82% | Add +5.4% | 477,187 | $33.5M |
| Larson Financial Group LLC | 1.73% | Add +14.0% | 475,614 | $33.4M |
| Galvin, Gaustad & Stein, LLC | 3.01% | Reduce -8.1% | 471,680 | $33.1M |
| Crestwood Advisors Group, LLC | 0.62% | Add +1.7% | 467,275 | $32.8M |
| BLB&B Advisors, LLC | 1.64% | Add +19.2% | 456,689 | $32.1M |
| CGC Financial Services, LLC | 12.68% | Add +5.1% | 452,746 | $31.8M |
| Stash Investments, LLC | 17.79% | Add +16.7% | 448,260 | $31.5M |
| Sterling Investment Advisors LLC | 18.39% | Add +4.2% | 447,790 | $31.5M |
| MCF Advisors LLC | 2.17% | Reduce -4.5% | 440,052 | $30.9M |
| Global Wealth Strategies & Associates | 9.59% | Add +4.5% | 436,369 | $30.7M |
| First Citizens Asset Management, Inc. | 11.03% | Add +17.8% | 428,948 | $30.1M |
| Acropolis Investment Management, LLC | 1.77% | Add +10.2% | 427,410 | $30.0M |
| Probity Advisors, Inc. | 5.78% | Add +12.0% | 427,201 | $30.0M |
| Parkside Investments, LLC | 4.48% | Add +8.2% | 425,416 | $29.9M |
| Concurrent Investment Advisors, LLC | 0.81% | Reduce -5.8% | 423,721 | $29.8M |
| Nisa Investment Advisors, LLC | 0.12% | Add +603.9% | 422,350 | $29.7M |
| Summit Financial, LLC | 1.04% | Add +22.8% | 422,118 | $29.7M |
| Cranbrook Wealth Management, LLC | 6.87% | Add +1.7% | 421,937 | $29.7M |
| Abundance Wealth Counselors | 6.44% | Add +0.2% | 420,833 | $29.6M |
| Financial Engines Advisors L.L.C. | 0.06% | Add +2.5% | 420,484 | $29.6M |
| Victory Capital Management Inc. | 0.03% | Reduce -23.8% | 420,425 | $29.5M |
| Stratos Wealth Partners, LTD. | 0.42% | Add +3.5% | 417,744 | $29.4M |
| Fairhaven Wealth Management, LLC | 9.18% | Add +1.7% | 417,732 | $29.4M |
| Axiom Investors LLC | 0.21% | Add +14.7% | 413,500 | $29.1M |
| Cutler Investment Counsel LLC | 3.55% | Add +13.0% | 406,202 | $28.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +21.0% | 402,979 | $28.3M |
| Regent Peak Wealth Advisors LLC | 6.31% | Add +45.4% | 400,145 | $28.1M |
| Whittier Trust Co. | 0.36% | Reduce -4.0% | 392,524 | $27.6M |
| Strategic Investment Management, LLC | 9.49% | Add +163.0% | 391,620 | $27.5M |
| Smith & Howard Wealth Management, LLC | 7.64% | Add +5.5% | 384,278 | $27.0M |
| Tarbox Family Office, Inc. | 4.44% | Add +0.5% | 382,879 | $26.9M |
| Ritter Daniher Financial Advisory LLC / DE | 7.54% | Add +0.6% | 380,233 | $26.7M |
| Community Bank, N.A. | 3.42% | Reduce -0.5% | 379,097 | $26.6M |
| Opus Capital Group, LLC | 3.31% | Add +3.0% | 370,973 | $26.1M |
| Bishop & Co Investment Management, LLC | 9.89% | Add +4.4% | 368,934 | $25.9M |
| Empire Life Investments Inc. | 1.61% | Add +5.0% | 364,126 | $25.6M |
| Hancock Whitney Corp. | 0.81% | Reduce -9.6% | 363,960 | $25.6M |
| Conrad N. Hilton Foundation | 17.81% | Reduce -68.0% | 361,990 | $25.4M |
| Montis Financial, LLC | 7.83% | Reduce -2.3% | 360,623 | $25.3M |
| Cwm, LLC | 0.10% | Reduce -6.3% | 360,062 | $25.3M |
| University of Massachusetts Foundation, Inc. | 13.59% | No change | 359,506 | $25.3M |
| American Century Companies Inc. | 0.01% | Reduce -9.7% | 353,600 | $24.9M |
| Long Run Wealth Advisors, LLC | 5.90% | Add +8.3% | 350,442 | $24.6M |
| C V Starr & Co. Inc. | 18.96% | — | 345,704 | $24.3M |
| Beacon Bank & Trust | 5.61% | Add +1.9% | 343,097 | $24.1M |
| New England Asset Management Inc. | 4.32% | No change | 342,800 | $24.1M |
| Allen Investment Management, LLC | 0.28% | No change | 340,959 | $24.0M |
| Marion Wealth Management | 6.35% | Add +2.6% | 340,605 | $23.9M |
| Brandywine Oak Private Wealth LLC | 2.31% | Add +3.9% | 336,019 | $23.6M |
| Private Advisor Group, LLC | 0.13% | Reduce -6.0% | 334,352 | $23.5M |
| Safeguard Financial, LLC | 5.07% | Add +18.1% | 332,071 | $23.3M |
| RPTC Inc. | 4.75% | Add +0.4% | 331,846 | $23.3M |
| Dean, Jacobson Financial Services, LLC | 17.81% | Add +4.0% | 331,843 | $23.3M |
| Iowa State Bank | 4.84% | Add +4.3% | 331,241 | $23.3M |
| Tull Financial Group, Inc. | 13.98% | Add +4.3% | 329,768 | $23.2M |
| MassMutual Private Wealth & Trust, FSB | 0.65% | Add +20.8% | 329,636 | $23.2M |
| Kestra Private Wealth Services, LLC | 0.39% | Add +4.6% | 328,899 | $23.1M |
| Financial Advocates Investment Management | 1.31% | Add +0.9% | 326,237 | $22.9M |
| Global Retirement Partners, LLC | 0.66% | Add +11.8% | 325,954 | $22.9M |
| Mackenzie Financial Corp. | 0.03% | Reduce -23.1% | 325,759 | $22.9M |
| Archford Capital Strategies, LLC | 3.45% | Reduce -0.7% | 324,963 | $22.8M |
| Bull Oak Capital, LLC | 12.64% | Add +11.2% | 323,312 | $22.7M |
| Tennessee Valley Asset Management Partners | 3.80% | Add +0.1% | 322,726 | $22.7M |
| New Perspectives, Inc | 12.14% | Add +2.2% | 322,326 | $22.7M |
| Ironsides Asset Advisors, LLC | 6.49% | Add +14.2% | 321,861 | $22.6M |
| Towercrest Capital Management | 3.62% | Add +1.4% | 319,098 | $22.4M |
| Gallagher Fiduciary Advisors, LLC | 4.39% | Add +14.8% | 319,085 | $22.4M |
| Dynamic Advisor Solutions LLC | 0.97% | Reduce -13.3% | 318,806 | $22.4M |
| Riversedge Advisors, LLC | 5.06% | Reduce -0.8% | 318,443 | $22.4M |
| Old National Bancorp | 0.53% | Reduce -0.5% | 318,117 | $22.4M |
| Mesirow Financial Investment Management, Inc. | 0.44% | Add +2.1% | 317,270 | $22.3M |
| Shoker Investment Counsel, Inc. | 7.53% | Reduce -0.5% | 317,132 | $22.3M |
| Twele Capital Management, Inc. | 4.71% | Add +8.2% | 316,375 | $22.2M |
| Heck Capital Advisors, LLC | 2.53% | Add +6.5% | 313,743 | $22.0M |
| JFS Wealth Advisors, LLC | 1.50% | Add +2.1% | 313,099 | $22.0M |
| Spire Wealth Management | 0.68% | Add +18.2% | 310,111 | $21.8M |
| Bare Financial Services, Inc | 8.70% | Add +7.6% | 307,944 | $21.6M |
| Park Avenue Securities LLC | 0.22% | Reduce -20.9% | 306,923 | $21.6M |
| Turtle Creek Wealth Advisors, LLC | 4.93% | Reduce -24.8% | 303,971 | $21.4M |
| Farther Finance Advisors, LLC | 0.76% | Add +14.0% | 298,767 | $21.0M |
| MBL Wealth, LLC | 2.07% | Add +2.6% | 293,304 | $20.6M |
| GHP Investment Advisors, Inc. | 0.96% | Add +7.3% | 293,139 | $20.6M |
| Neumann Capital Management, LLC | 6.84% | Add +5.4% | 292,989 | $20.6M |
| Wela Strategies, Inc. | 8.69% | Add +4.7% | 286,723 | $20.2M |
| Professional Advisory Services Inc. | 2.54% | Add +2.2% | 286,279 | $20.1M |
| Portland Global Advisors LLC | 2.53% | Add +3.8% | 284,249 | $20.0M |
| Martel Wealth Advisors LLC | 3.90% | Reduce -0.1% | 284,071 | $20.0M |
| Stephens Consulting, LLC | 4.99% | Add +4.4% | 283,357 | $19.9M |
| West Paces Advisors Inc. | 4.85% | Reduce -0.7% | 282,721 | $19.9M |
| WASHINGTON TRUST Co | 0.71% | Add +0.2% | 279,812 | $19.7M |
| Great Diamond Partners, LLC | 5.04% | Add +1.3% | 277,503 | $19.5M |
| Condor Capital Management | 1.70% | Add +2.4% | 274,557 | $19.3M |
| West Financial Advisors, LLC | 3.72% | Add +5.9% | 274,546 | $19.3M |
| World Investment Advisors | 0.53% | Add +144.8% | 273,758 | $19.2M |
| CW Advisors, LLC | 0.26% | Reduce -3.5% | 273,749 | $19.2M |
| Hudson Capital Management LLC | 6.15% | Reduce -2.5% | 271,756 | $19.1M |
| Broadview Financial Management, LLC | 13.59% | Add +0.7% | 270,393 | $19.0M |
| Foster Dykema Cabot & Partners, LLC | 1.48% | Add +4.4% | 269,709 | $19.0M |
| JSF Financial, LLC | 5.04% | Add +2.5% | 268,123 | $18.8M |
| Resonant Capital Advisors, LLC | 1.36% | Add +1.6% | 265,816 | $18.7M |
| Venture Visionary Partners LLC | 0.79% | Add +1.8% | 265,570 | $18.7M |
| Fort Point Capital Partners LLC | 2.08% | Reduce -38.0% | 264,304 | $18.6M |
| Arvest Bank Trust Division | 1.07% | Reduce -0.0% | 252,724 | $17.8M |
| NorthLanding Financial Partners, LLC | 17.86% | Add +5.1% | 251,858 | $17.7M |
| First National Bank & Trust Co. of Newtown | 3.69% | Reduce -6.3% | 251,362 | $17.7M |
| Commerce Bank | 0.11% | Reduce -1.2% | 251,106 | $17.6M |
| MTC Wealth Management LLC | 8.49% | Add +0.3% | 250,937 | $17.6M |
| Atlantic Edge Private Wealth Management, LLC | 5.44% | Reduce -2.7% | 249,806 | $17.6M |
| Zacks Investment Management | 0.16% | Add +8.9% | 249,339 | $17.5M |
| Guidance Point Advisors, LLC | 5.07% | Add +2.3% | 247,224 | $17.4M |
| Lazard Asset Management LLC | 0.03% | Add +2114.0% | 247,109 | $17.4M |
| Venturi Wealth Management, LLC | 0.85% | Reduce -1.6% | 246,263 | $17.3M |
| Sigma Investment Counselors Inc. | 1.01% | Add +0.6% | 245,188 | $17.2M |
| Proquility Private Wealth Partners, LLC | 5.46% | Add +4.2% | 241,183 | $17.0M |
| Sovereign Investment Advisors, LLC | 5.02% | Add +1.6% | 239,975 | $16.9M |
| Integrated Advisors Network LLC | 0.80% | Reduce -3.5% | 237,352 | $16.7M |
| Mycio Wealth Partners, LLC | 3.99% | Add +5.1% | 236,882 | $16.6M |
| MIdWestOne Financial Group, Inc. | 2.33% | Add +8.3% | 236,510 | $16.6M |
| Affiance Financial, LLC | 3.97% | Add +1.4% | 236,401 | $16.6M |
| S. R. Schill & Associates | 13.79% | Reduce -6.9% | 234,608 | $16.5M |
| Freedom Investment Management, Inc. | 1.37% | Reduce -4.8% | 234,121 | $16.5M |
| Encompass Wealth Advisors, LLC | 6.64% | Add +6.3% | 233,834 | $16.4M |
| Highland Capital Management, LLC | 0.94% | Reduce -1.1% | 233,274 | $16.4M |
| Wealth Architects, LLC | 1.85% | Reduce -0.6% | 232,815 | $16.4M |
| Strategic Point Investment Advisors, LLC | 2.65% | Reduce -42.3% | 231,002 | $16.2M |
| Independent Advisor Alliance | 0.21% | Add +669.0% | 228,474 | $16.1M |
| Geneos Wealth Management Inc. | 0.55% | Add +0.4% | 224,960 | $15.8M |
| Shelter Ins Retirement Plan | 20.20% | No change | 224,262 | $15.8M |
| Perigon Wealth Management, LLC | 0.39% | Add +4.0% | 221,109 | $15.7M |
| LCNB Corp. | 5.72% | Add +0.8% | 223,219 | $15.7M |
| Dohj, LLC | 3.60% | Reduce -9.0% | 221,891 | $15.6M |
| SageView Advisory Group, LLC | 0.66% | Add +49.8% | 219,422 | $15.4M |
| Peapack Gladstone Financial Corp. | 0.22% | Add +20.5% | 219,153 | $15.4M |
| Texas Yale Capital Corp. | 0.62% | Add +4.8% | 219,118 | $15.4M |
| Balentine LLC | 0.63% | Reduce -0.4% | 219,070 | $15.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.35% | Reduce -4.8% | 218,507 | $15.4M |
| O'Dell Group, LLC | 3.47% | Reduce -0.1% | 218,368 | $15.3M |
| Scotia Capital Inc. | 0.08% | Add +112.7% | 217,750 | $15.3M |
| KMG Fiduciary Partners, LLC | 1.24% | Add +1.3% | 212,427 | $14.9M |
| Exencial Wealth Advisors, LLC | 0.54% | Reduce -2.9% | 210,364 | $14.8M |
| Sowell Financial Services LLC | 0.77% | Add +15.4% | 209,321 | $14.7M |
| Savant Capital, LLC | 0.12% | Reduce -2.5% | 208,615 | $14.7M |
| WBH Advisory Inc. | 1.36% | Reduce -19.4% | 208,158 | $14.6M |
| Rogco, LP | 5.95% | Add +0.7% | 207,814 | $14.6M |
| Bahl & Gaynor LLC | 0.08% | Add +5.9% | 207,042 | $14.6M |
| Lincoln Capital Corp. | 5.99% | Add +1.0% | 206,815 | $14.5M |
| Lowe Brockenbrough & Co. Inc. | 0.93% | Add +6.8% | 206,717 | $14.5M |
| Wick Capital Partners, LLC | 4.28% | Add +4.0% | 156,131 | $14.5M |
| Core Wealth Advisors, Inc. | 4.75% | Reduce -3.1% | 205,095 | $14.4M |
| Invesco Ltd. | 0.00% | Add +841.7% | 204,826 | $14.4M |
| Argent Advisors, Inc. | 5.33% | Add +1.1% | 204,514 | $14.4M |
| Ullmann Wealth Partners Group, LLC | 1.85% | Reduce -7.4% | 204,363 | $14.4M |
| Crescent Grove Advisors, LLC | 1.42% | Reduce -0.0% | 203,691 | $14.3M |
| Main Management LLC | 1.17% | Add +2.9% | 203,146 | $14.3M |
| McAdam, LLC | 0.78% | Add +8.0% | 203,064 | $14.3M |
| Curi Capital, LLC | 0.33% | Add +1.7% | 202,164 | $14.2M |
| Octavia Wealth Advisors, LLC | 1.72% | Add +11.1% | 202,105 | $14.2M |
| Topel & Distasi Wealth Management, LLC | 6.05% | Add +2.3% | 200,877 | $14.1M |
| Trajan Wealth LLC | 0.78% | Reduce -34.3% | 200,748 | $14.1M |
| Pine Ridge Advisers LLC | 1.25% | No change | 199,247 | $14.0M |
| Associated Banc-Corp | 0.42% | Add +1.8% | 198,539 | $14.0M |
| Marietta Wealth Management, LLC | 1.96% | Add +2.2% | 194,531 | $13.7M |
| SCS Capital Management LLC | 0.28% | Add +16.8% | 194,515 | $13.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.03% | Add +46.1% | 194,358 | $13.7M |
| Custos Family Office, LLC | 4.76% | Add +11.0% | 193,484 | $13.6M |
| Partners Capital Investment Group, LLP | 0.37% | Reduce -12.8% | 192,658 | $13.5M |
| PDS Planning, Inc | 1.20% | Add +0.7% | 191,942 | $13.5M |
| Single Point Partners, LLC | 3.08% | Add +5.7% | 190,349 | $13.4M |
| BSW Wealth Partners | 1.96% | Add +3.6% | 190,145 | $13.4M |
| Grove Bank & Trust | 1.85% | Reduce -1.9% | 189,724 | $13.3M |
| Better Money Decisions, LLC | 9.23% | Reduce -6.3% | 189,442 | $13.3M |
| LPWM LLC | 4.27% | Add +19.3% | 189,203 | $13.3M |
| Morris Financial Concepts, Inc. | 5.70% | Add +0.4% | 189,160 | $13.3M |
| Synovus Financial Corp. | 0.17% | Add +0.9% | 188,671 | $13.3M |
| Robertson Stephens Wealth Management, LLC | 0.47% | Reduce -54.5% | 185,878 | $13.1M |
| Randall & Associates Wealth Management | 10.74% | Add +0.1% | 184,151 | $12.9M |
| Sage Rhino Capital LLC | 2.82% | Add +7.1% | 184,109 | $12.9M |
| Avid Wealth Partners LLC | 9.18% | Add +2.9% | 183,841 | $12.9M |
| Family Capital Trust Co | 4.34% | Reduce -0.1% | 182,112 | $12.8M |
| Marquette Associates, Inc. | 10.57% | Add +2.7% | 181,352 | $12.7M |
| Rock Creek Group LLC | 1.33% | Add +21.8% | 167,655 | $12.7M |
| DT Investment Partners, LLC | 1.06% | Add +6.5% | 177,902 | $12.5M |
| Ancora Advisors LLC | 0.28% | Add +5.9% | 176,685 | $12.4M |
| Ieq Capital, LLC | 0.12% | Add +0.1% | 175,244 | $12.3M |
| Liquid Strategies, LLC | 2.52% | Reduce -12.3% | 174,340 | $12.3M |
| Liberty Wealth Management LLC | 2.04% | Add +46.3% | 173,901 | $12.2M |
| Astra Wealth Partners LLC | 11.52% | — | 173,838 | $12.2M |
| Tortoise Investment Management, LLC | 1.28% | Reduce -2.9% | 172,526 | $12.1M |
| Parr McKnight Wealth Management Group, LLC | 1.74% | — | 172,321 | $12.1M |
| Gladstone Institutional Advisory LLC | 0.56% | Add +25.3% | 171,084 | $12.0M |
| Integrated Investment Consultants, LLC | 2.46% | Reduce -11.5% | 169,822 | $11.9M |
| Symphony Financial, Ltd. Co. | 1.87% | Add +6.0% | 164,544 | $11.9M |
| BG Investment Services, LLC | 11.94% | — | 168,652 | $11.9M |
| Koesten, Hirschmann & Crabtree, INC. | 6.75% | Add +6.2% | 167,512 | $11.8M |
| Freestone Capital Holdings, LLC | 0.41% | Reduce -2.8% | 166,868 | $11.7M |
| Waterloo Capital, L.P. | 1.23% | Add +7.0% | 165,973 | $11.7M |
| Waverly Advisors, LLC | 0.18% | Add +35.9% | 165,799 | $11.7M |
| Texas Capital Bancshares Inc | 4.69% | Reduce -1.1% | 165,787 | $11.7M |
| Proathlete Wealth Management LLC | 4.38% | Add +3.0% | 165,412 | $11.6M |
| Money Concepts Capital Corp. | 0.86% | Add +5.7% | 164,601 | $11.6M |
| Concourse Financial Group Securities, Inc. | 0.65% | Reduce -26.0% | 159,141 | $11.5M |
| First Horizon Advisors, Inc. | 0.32% | Reduce -3.6% | 162,761 | $11.4M |
| IFG Advisory, LLC | 0.64% | Add +17.0% | 161,757 | $11.4M |
| Shelter Mutual Insurance Co | 2.81% | No change | 160,575 | $11.3M |
| Northwest & Ethical Investments L.P. | 0.30% | Reduce -52.3% | 158,952 | $11.2M |
| SkyOak Wealth, LLC | 2.39% | Add +6.1% | 158,785 | $11.2M |
| Summit Trail Advisors, LLC | 0.41% | Add +201.6% | 158,726 | $11.2M |
| Veery Capital, LLC | 4.26% | Add +0.4% | 158,316 | $11.1M |
| Rialto Wealth Management, LLC | 3.67% | — | 158,175 | $11.1M |
| ERn Financial, LLC | 1.66% | Add +8.7% | 157,652 | $11.1M |
| Advisory Services Network, LLC | 0.21% | Add +11.4% | 157,148 | $11.0M |
| Omnia Family Wealth, LLC | 4.56% | Reduce -0.8% | 157,034 | $11.0M |
| Evergreen Capital Management LLC | 0.36% | Add +6.5% | 156,620 | $11.0M |
| Harbour Capital Advisors, LLC | 2.45% | Reduce -1.0% | 155,814 | $11.0M |
| Riverview Trust Co | 10.02% | No change | 156,248 | $11.0M |
| Northcape Wealth Management, LLC | 3.53% | Add +2.5% | 155,106 | $10.9M |
| Becker Capital Management Inc. | 0.36% | Reduce -1.2% | 154,918 | $10.9M |
| James J. Burns & Company, LLC | 1.88% | Add +14.8% | 153,581 | $10.8M |
| Adaptive Financial Consulting, LLC | 4.46% | Reduce -1.1% | 153,058 | $10.8M |
| NewEdge Wealth, LLC | 0.19% | Reduce -38.8% | 152,663 | $10.7M |
| Heritage Investors Management Corp. | 0.35% | Add +1.2% | 152,629 | $10.7M |
| Motive Wealth Advisors | 5.73% | Reduce -1.5% | 151,826 | $10.7M |
| Carbahal Olsen Financial Services Group, LLC | 9.83% | — | 151,609 | $10.7M |
| CI Investments Inc. | 0.04% | Add +29.4% | 151,359 | $10.6M |
| Toronto Dominion Bank | 0.02% | No change | 151,075 | $10.6M |
| Southern Capital Advisors, LLC | 5.85% | Reduce -16.2% | 150,517 | $10.6M |
| Fisher Asset Management | 0.00% | Reduce -16.6% | 150,312 | $10.6M |
| Coastline Trust Co | 1.22% | Reduce -1.3% | 148,370 | $10.4M |
| Winthrop Capital Management, LLC | 2.77% | Add +7.7% | 148,190 | $10.4M |
| Physician Wealth Advisors, Inc. | 1.75% | Reduce -4.5% | 147,084 | $10.3M |
| Park Place Capital Corp | 2.89% | Reduce -12.8% | 146,801 | $10.3M |
| Glenmede Trust Co. NA | 0.05% | Add +6.7% | 146,281 | $10.3M |
| Rwa Wealth Partners, LLC | 0.13% | Add +75.3% | 145,758 | $10.2M |
| Matrix Private Capital Group LLC | 5.80% | Reduce -0.8% | 144,712 | $10.2M |
| Summit Wealth Partners, LLC | 2.09% | Reduce -0.2% | 144,577 | $10.2M |
| Global Wealth Management Investment Advisory, Inc. | 2.07% | Add +7.2% | 142,994 | $10.0M |
| Caprock Group, LLC | 0.33% | Add +21.7% | 142,960 | $10.0M |
| Sage Advisory Services, Ltd.Co. | 5.92% | Reduce -66.3% | 141,957 | $10.0M |
| Ashton Thomas Private Wealth, LLC | 0.38% | Add +40.2% | 140,539 | $9.9M |
| Fidelis Capital Partners, LLC | 0.99% | Add +18.2% | 135,405 | $9.9M |
| Armbruster Capital Management, Inc. | 2.00% | Add +6.1% | 140,231 | $9.9M |
| Horizon Investments, LLC | 0.28% | Reduce -10.2% | 136,973 | $9.6M |
| Central Pacific Bank - Trust Division | 1.32% | Add +6.6% | 136,951 | $9.6M |
| South Plains Financial, Inc. | 7.33% | — | 136,538 | $9.6M |
| Aveo Capital Partners, LLC | 1.05% | Reduce -1.4% | 135,873 | $9.5M |
| Anderson Hoagland & Co. | 0.98% | No change | 133,335 | $9.5M |
| EP Wealth Advisors, LLC | 0.08% | Add +91.2% | 135,192 | $9.5M |
| Sigma Planning Corp | 0.30% | Reduce -0.1% | 135,084 | $9.5M |
| FFT Wealth Management LLC | 0.72% | Reduce -0.6% | 135,041 | $9.5M |
| Nova R Wealth, Inc. | 4.75% | Add +2.0% | 134,002 | $9.4M |
| Tectonic Advisors LLC | 0.61% | Add +3.4% | 133,228 | $9.4M |
| Canopy Partners, LLC | 3.55% | Reduce -1.8% | 132,358 | $9.3M |
| Arbor Investment Advisors, LLC | 1.31% | Add +0.4% | 132,010 | $9.3M |
| Peninsula Wealth, LLC | 1.57% | Reduce -1.5% | 131,446 | $9.2M |
| Foundry Financial Group, Inc. | 5.59% | Add +7.8% | 128,469 | $9.0M |
| Founders Financial Securities LLC | 0.81% | Reduce -10.7% | 128,131 | $9.0M |
| Tiemann Investment Advisors, LLC | 4.00% | Reduce -1.8% | 128,084 | $9.0M |
| Hardy Reed LLC | 0.78% | No change | 126,014 | $8.9M |
| HB Wealth Management, LLC | 0.09% | Add +27.3% | 125,683 | $8.8M |
| Allie Family Office LLC | 4.90% | Add +2.6% | 125,658 | $8.8M |
| Montecito Bank & Trust | 1.52% | Add +7.4% | 125,080 | $8.8M |
| Fairway Wealth LLC | 3.94% | Add +16.4% | 124,484 | $8.7M |
| Tanager Wealth Management LLP | 1.13% | Add +4.6% | 124,254 | $8.7M |
| Independent Solutions Wealth Management, LLC | 1.90% | Reduce -16.6% | 123,708 | $8.7M |
| Econ Financial Services Corp | 4.96% | Add +211.6% | 122,954 | $8.6M |
| Highline Wealth Partners LLC | 2.79% | Reduce -1.8% | 121,584 | $8.5M |
| Omega Financial Group, LLC | 3.23% | Add +5.6% | 121,282 | $8.5M |
| Federation des caisses Desjardins du Quebec | 0.04% | Reduce -0.1% | 121,149 | $8.5M |
| SPC Financial, Inc. | 0.74% | Reduce -86.2% | 120,357 | $8.5M |
| Life Planning Partners, Inc | 7.80% | Reduce -0.1% | 120,033 | $8.4M |
| Stokes Family Office, LLC | 0.89% | Reduce -1.0% | 119,065 | $8.4M |
| Conning Inc. | 0.31% | No change | 118,845 | $8.4M |
| SC&H Financial Advisors, Inc. | 1.72% | Add +0.0% | 118,319 | $8.3M |
| Rossmore Private Capital | 1.03% | Add +2.4% | 122,195 | $8.3M |
| ArchPoint Investors | 2.72% | No change | 117,752 | $8.3M |
| Bremer Bank National Association | 1.63% | Reduce -0.9% | 117,288 | $8.2M |
| NBT Bank, N.A. | 0.57% | Reduce -3.7% | 116,825 | $8.2M |
| O'shaughnessy Asset Management, LLC | 0.07% | Add +54.0% | 116,224 | $8.2M |
| Abc Arbitrage SA | 1.17% | — | 115,605 | $8.1M |
| Petix & Botte Co | 2.13% | Add +190.0% | 115,344 | $8.1M |
| Snowden Capital Advisors LLC | 0.25% | Add +0.6% | 115,090 | $8.1M |
| Private Capital Management LLC | 1.61% | Reduce -10.4% | 114,458 | $8.0M |
| Wells Trecaso Financial Group, LLC | 2.61% | Add +1.4% | 113,722 | $8.0M |
| Westside Investment Management, Inc. | 1.68% | Reduce -1.5% | 113,472 | $8.0M |
| Stephens Group Asset Management, LLC | 0.66% | Add +0.0% | 113,358 | $8.0M |
| Mather Group, Llc. | 0.10% | Reduce -9.6% | 111,679 | $7.8M |
| Axxcess Wealth Management, LLC | 0.19% | Reduce -13.0% | 111,242 | $7.8M |
| Columbia Bank | 2.70% | Add +7.8% | 111,986 | $7.8M |
| Evernest Financial Advisors, LLC | 2.02% | Reduce -38.2% | 111,057 | $7.8M |
| UNIVEST FINANCIAL Corp | 0.49% | Add +1243.3% | 111,041 | $7.8M |
| SYM FINANCIAL Corp | 1.01% | No change | 110,892 | $7.8M |
| Richard W. Paul & Associates, LLC | 2.84% | Add +3.1% | 110,808 | $7.8M |
| Patriot Investment Management Group, Inc. | 0.58% | Reduce -1.3% | 110,792 | $7.8M |
| Cordgrass Capital Advisors, LLC | 2.26% | Add +6.2% | 110,760 | $7.8M |
| Wealthstream Advisors, Inc. | 1.43% | Reduce -0.3% | 110,303 | $7.8M |
| Cim Investment Management Inc. | 2.26% | Add +1.5% | 109,891 | $7.7M |
| Cornerstone Advisory, LLC | 0.88% | Add +0.9% | 101,449 | $7.7M |
| Ellevest, Inc. | 0.44% | Reduce -27.0% | 109,622 | $7.7M |
| Simon Quick Advisors, LLC | 0.46% | Reduce -6.1% | 109,614 | $7.7M |
| Courier Capital LLC | 0.53% | Add +859.2% | 109,002 | $7.7M |
| 10Elms LLP | 9.56% | — | 108,535 | $7.6M |
| Chicago Partners Investment Group LLC | 0.25% | Reduce -1.4% | 107,495 | $7.6M |
| Country Club Bank | 0.50% | Reduce -0.6% | 107,378 | $7.6M |
| Waldron Private Wealth LLC | 0.30% | Add +0.3% | 107,219 | $7.5M |
| Instrumental Wealth, LLC | 7.11% | New | 99,374 | $7.5M |
| Asset Dedication, LLC | 0.59% | Reduce -13.6% | 106,544 | $7.5M |
| Beacon Harbor Wealth Advisors, Inc. | 1.74% | Add +6.8% | 106,257 | $7.5M |
| Acorn Creek Capital LLC | 3.82% | Add +8.0% | 105,753 | $7.4M |
| Sawgrass Asset Management LLC | 0.81% | Reduce -7.7% | 105,214 | $7.4M |
| Birchcreek Wealth Management, LLC | 4.64% | Add +11.1% | 105,204 | $7.4M |
| Regal Investment Advisors LLC | 0.55% | Reduce -9.1% | 104,970 | $7.4M |
| Providence Capital Advisors, LLC | 1.49% | Add +8.9% | 104,817 | $7.4M |
| Cypress Financial Planning LLC | 2.69% | Reduce -0.2% | 104,401 | $7.3M |
| Montz Harcus Wealth Management LLC | 4.08% | Add +4.6% | 103,754 | $7.3M |
| Widmann Financial Services, Inc. | 5.62% | Reduce -1.9% | 103,412 | $7.3M |
| Plancorp, LLC | 0.30% | Add +0.4% | 103,042 | $7.2M |
| Stratos Wealth Advisors, LLC | 0.35% | Reduce -34.2% | 102,499 | $7.2M |
| Smith Salley Wealth Management | 0.46% | Reduce -4.2% | 102,292 | $7.2M |
| Next Capital Management LLC | 2.95% | Add +2.8% | 102,167 | $7.2M |
| Webster Bank, N. A. | 0.77% | Reduce -12.8% | 102,044 | $7.2M |
| Graypoint LLC | 0.43% | Reduce -6.4% | 101,660 | $7.1M |
| Per Stirling Capital Management, LLC. | 1.01% | Reduce -18.5% | 101,274 | $7.1M |
| Daner Wealth Management, LLC | 5.22% | — | 95,779 | $7.1M |
| Pinnacle Financial Partners Inc | 0.14% | Reduce -5.6% | 94,234 | $7.1M |
| Jackson Hole Capital Partners, LLC | 1.43% | Add +0.1% | 100,919 | $7.1M |
| Horizon Bancorp Inc. | 3.34% | Add +0.3% | 100,826 | $7.1M |
| Helium Advisors LLC | 5.60% | — | 100,574 | $7.1M |
| Abound Wealth Management | 2.27% | Add +2.2% | 100,569 | $7.1M |
| Mechanics Financial Corp | 3.16% | Add +0.7% | 100,236 | $7.0M |
| Continuum Advisory, LLC | 0.90% | Add +1.4% | 100,002 | $7.0M |
| First Merchants Corp. | 0.27% | Add +2.9% | 99,966 | $7.0M |
| Charles Schwab Trust Co | 0.59% | Add +1.7% | 98,551 | $6.9M |
| Westfuller Advisors, LLC | 4.40% | Add +26.1% | 98,529 | $6.9M |
| Wade Financial Advisory, Inc | 2.34% | Add +4.4% | 98,328 | $6.9M |
| Alliance Wealth Management Group | 1.85% | Add +0.5% | 98,232 | $6.9M |
| Affinity Capital Advisors, LLC | 1.29% | Reduce -2.2% | 96,822 | $6.9M |
| TCV Trust & Wealth Management, Inc. | 0.63% | Add +1.3% | 96,910 | $6.8M |
| Red Tortoise LLC | 3.55% | Add +1.7% | 96,401 | $6.8M |
| Sunbelt Securities, Inc. | 0.59% | Add +50.3% | 95,932 | $6.7M |
| Emerald Advisors, LLC | 0.92% | Add +5.2% | 95,411 | $6.7M |
| Aspen Wealth Strategies, LLC | 4.29% | Add +6.3% | 95,359 | $6.7M |
| Private Trust Co. NA | 0.69% | Add +8.7% | 95,162 | $6.7M |
| FDx Advisors, Inc. | 1.96% | Add +1.7% | 95,129 | $6.7M |
| Rodgers & Associates, LTD | 0.79% | Add +2.9% | 94,295 | $6.6M |
| Synergy Investment Management, LLC | 2.84% | — | 93,943 | $6.6M |
| YHB Investment Advisors, Inc. | 0.54% | Add +0.2% | 93,515 | $6.6M |
| Legacy Capital Wealth Partners, LLC | 1.62% | Reduce -1.9% | 98,883 | $6.6M |
| Flywheel Private Wealth LLC | 6.01% | — | 92,951 | $6.5M |
| Element Pointe Advisors, LLC | 1.54% | Reduce -3.8% | 92,947 | $6.5M |
| Penney Financial, LLC | 4.34% | Add +4.0% | 92,143 | $6.5M |
| Aspect Partners, LLC | 3.73% | Add +6.6% | 92,002 | $6.5M |
| B. Riley Wealth Advisors, Inc. | 0.21% | Reduce -18.3% | 91,730 | $6.4M |
| Arrowstreet Capital, Limited Partnership | 0.01% | New | 91,672 | $6.4M |
| Calamos Wealth Management LLC | 0.33% | Add +0.6% | 91,354 | $6.4M |
| Avion Wealth | 1.63% | Reduce -1.6% | 90,169 | $6.3M |
| Planned Solutions, Inc. | 2.55% | Add +1.8% | 88,824 | $6.2M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -5.3% | 88,800 | $6.2M |
| Oakwell Private Wealth Management, LLC | 1.75% | Reduce -1.4% | 88,606 | $6.2M |
| Defined Wealth Management, LLC | 4.11% | Add +0.0% | 88,273 | $6.2M |
| Scarborough Advisors, LLC | 0.87% | Add +3274.7% | 87,977 | $6.2M |
| Hickory Point Bank & Trust | 5.46% | — | 87,562 | $6.2M |
| Agf Management Ltd. | 0.03% | Reduce -0.8% | 86,501 | $6.1M |
| Auour Investments LLC | 2.12% | Add +4.3% | 82,583 | $6.1M |
| Camelot Technology Advisors, Inc. | 5.53% | Add +1.7% | 86,443 | $6.1M |
| Paladin Advisory Group, LLC | 4.65% | Add +2.1% | 86,361 | $6.1M |
| Bleakley Financial Group, LLC | 0.18% | Add +13.9% | 85,391 | $6.0M |
| Insight 2811, Inc. | 3.09% | Reduce -2.4% | 85,307 | $6.0M |
| LongView Wealth Management | 1.80% | Add +12.3% | 84,091 | $5.9M |
| Great Valley Advisor Group, Inc. | 0.13% | Add +2.2% | 83,467 | $5.9M |
| Clayton Financial Group LLC | 2.11% | Add +5.4% | 83,266 | $5.9M |
| Mayflower Financial Advisors, LLC | 0.87% | Add +0.1% | 82,963 | $5.8M |
| Prime Buchholz LLC | 1.88% | — | 82,130 | $5.8M |
| King Wealth Management Group | 0.83% | Reduce -2.4% | 81,229 | $5.7M |
| Relyea Zuckerberg Hanson LLC | 0.76% | Add +0.9% | 80,471 | $5.7M |
| Kendall Capital Management | 1.64% | Add +3.2% | 79,721 | $5.6M |
| Citadel Advisors | 0.01% | New | 79,697 | $5.6M |
| Brio Consultants, LLC | 0.87% | Add +6.2% | 79,386 | $5.6M |
| Aspen Investment Management Inc | 2.56% | Reduce -0.4% | 78,596 | $5.5M |
| Wealthcare Advisory Partners LLC | 0.15% | Reduce -1.9% | 78,432 | $5.5M |
| Laurel Wealth Advisors LLC | 0.86% | Add +0.0% | 78,109 | $5.5M |
| Ewa, LLC | 2.05% | Add +7.2% | 77,753 | $5.5M |
| Nwam LLC | 0.34% | Add +8.9% | 77,397 | $5.4M |
| Wealth Dimensions Group, Ltd. | 1.33% | Add +1.6% | 77,129 | $5.4M |
| Swmg, LLC | 2.14% | Add +9.5% | 74,074 | $5.4M |
| Rothschild Wealth LLC | 1.57% | Add +127.2% | 76,289 | $5.4M |
| Urban Financial Advisory Corp | 2.94% | Add +3.8% | 76,198 | $5.4M |
| Louisbourg Investments Inc. | 1.40% | Add +7.8% | 75,842 | $5.3M |
| Dorsey & Whitney Trust CO LLC | 0.29% | Add +10.7% | 75,233 | $5.3M |
| Enclave Advisors LLC | 0.87% | Add +49.2% | 75,145 | $5.3M |
| Townsquare Capital LLC | 0.06% | Add +1.2% | 74,871 | $5.3M |
| Spinnaker Trust | 0.33% | Add +5.6% | 74,781 | $5.3M |
| Leuthold Group, LLC | 0.63% | Reduce -8.3% | 74,495 | $5.2M |
| Certified Advisory Corp | 0.57% | Add +16.0% | 74,492 | $5.2M |
| Nepc LLC | 0.14% | Add +0.1% | 74,431 | $5.2M |
| Capital Investment Advisory Services, LLC | 0.50% | Reduce -1.0% | 74,325 | $5.2M |
| Aprio Wealth Management, LLC | 0.76% | Reduce -3.3% | 74,295 | $5.2M |
| IHT Wealth Management, LLC | 0.17% | Reduce -31.2% | 73,843 | $5.2M |
| Brooklyn FI, LLC | 1.72% | Add +47.2% | 73,615 | $5.2M |
| Nations Financial Group Inc, /Ia/ | 0.38% | Add +2.4% | 73,572 | $5.2M |
| Accurate Wealth Management, LLC | 0.99% | Add +24.3% | 73,735 | $5.1M |
| Telos Capital Management, Inc. | 0.55% | Reduce -0.1% | 72,756 | $5.1M |
| Apella Capital, LLC | 0.20% | Add +9.1% | 72,555 | $5.1M |
| TFB Advisors LLC | 1.45% | Add +2.2% | 72,282 | $5.1M |
| Baron Silver Stevens Financial Advisors, LLC | 0.86% | Add +5.2% | 72,268 | $5.1M |
| Acima Private Wealth, LLC | 1.71% | Add +3.6% | 72,179 | $5.1M |
| IFP Advisors, Inc | 0.17% | Reduce -21.1% | 72,122 | $5.1M |
| Transcend Capital Advisors, LLC | 0.36% | Reduce -13.4% | 71,671 | $5.0M |
| D.A. Davidson & Co. | 0.04% | Add +57.7% | 71,579 | $5.0M |
| Fifth Third Securities, Inc. | 0.43% | Add +5.6% | 71,442 | $5.0M |
| Western Wealth Management, LLC | 0.27% | Reduce -0.7% | 71,228 | $5.0M |
| Sharp Wealth Advisory, LLC | 3.78% | Add +8.1% | 70,779 | $5.0M |
| Deutsche Bank AG | 0.00% | Reduce -5.3% | 70,255 | $4.9M |
| CFS Investment Advisory Services, LLC | 0.44% | Add +4.0% | 70,178 | $4.9M |
| Ascent Capital Management, LLC | 5.02% | — | 69,892 | $4.9M |
| Fiducient Advisors LLC | 0.61% | Add +5.4% | 69,863 | $4.9M |
| May Hill Capital, LLC | 1.89% | — | 69,572 | $4.9M |
| Boston Research & Management Inc. | 1.19% | Add +2.4% | 69,100 | $4.9M |
| Intrua Financial, LLC | 0.79% | Add +12.1% | 69,030 | $4.9M |
| Financial Synergies Wealth Advisors, Inc. | 0.60% | Add +3.6% | 68,698 | $4.8M |
| Legacy Financial Advisors, Inc. | 0.79% | Reduce -6.4% | 68,190 | $4.8M |
| Investment Partners, LTD. | 1.97% | Add +0.0% | 68,150 | $4.8M |
| Argent Trust Co | 0.19% | Reduce -2.0% | 67,889 | $4.8M |
| Interchange Capital Partners, LLC | 1.73% | Reduce -5.5% | 67,749 | $4.8M |
| Creative Financial Designs Inc. | 0.39% | Add +1.9% | 67,612 | $4.8M |
| Bessemer Group Inc. | 0.01% | Reduce -26.9% | 66,746 | $4.7M |
| AAF Wealth Management, LLC | 2.34% | Add +0.5% | 65,948 | $4.6M |
| Eagle Strategies LLC | 0.80% | Add +1.7% | 65,790 | $4.6M |
| ICONIQ Capital, LLC | 0.07% | Add +102.6% | 65,516 | $4.6M |
| Tritonpoint Wealth, LLC | 0.41% | Reduce -1.0% | 65,184 | $4.6M |
| TAGStone Capital, Inc. | 2.25% | Add +1.4% | 65,167 | $4.6M |
| SoundView Advisors Inc. | 1.89% | — | 65,141 | $4.6M |
| Arkadios Wealth Advisors | 0.25% | Reduce -6.2% | 64,924 | $4.6M |
| Eldridge Investment Advisors, Inc. | 1.06% | Reduce -12.6% | 64,804 | $4.6M |
| Moody National Bank Trust Division | 0.48% | Reduce -13.4% | 64,708 | $4.5M |
| Bowman & Co S.C. | 2.35% | Add +0.8% | 64,455 | $4.5M |
| Caldwell Trust Co | 0.47% | Add +16.3% | 64,181 | $4.5M |
| Invera Wealth Advisors, LLC | 4.46% | Reduce -1.1% | 61,626 | $4.5M |
| DecisionMap Wealth Management, LLC | 3.55% | — | 63,731 | $4.5M |
| Cahaba Wealth Management, Inc. | 0.37% | Add +0.5% | 63,632 | $4.5M |
| Stratos Investment Management, LLC | 0.27% | Reduce -33.2% | 63,623 | $4.5M |
| Elyxium Wealth, LLC | 2.72% | Add +62.5% | 63,501 | $4.5M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Add +9.0% | 63,401 | $4.5M |
| Fairview Capital Investment Management, LLC | 0.23% | Reduce -1.1% | 63,256 | $4.4M |
| Canvas Wealth Advisors, LLC | 1.12% | Add +18.7% | 63,205 | $4.4M |
| Roble, Belko & Company, Inc | 0.71% | Reduce -0.9% | 63,198 | $4.4M |
| Carrera Capital Advisors | 1.03% | Reduce -2.6% | 62,473 | $4.4M |
| Seldon Capital LP | 1.80% | No change | 62,425 | $4.4M |
| Elmwood Wealth Management, Inc. | 1.77% | Reduce -4.4% | 62,308 | $4.4M |
| TruNorth Capital Management, LLC | 1.20% | Reduce -0.1% | 62,293 | $4.4M |
| Segment Wealth Management, LLC | 0.30% | Reduce -3.6% | 62,215 | $4.4M |
| TRUE Private Wealth Advisors | 0.53% | Add +1.1% | 62,009 | $4.4M |
| Emergent Wealth Advisors, LLC | 3.15% | Add +1.3% | 61,892 | $4.3M |
| Parkside Financial Bank & Trust | 0.57% | Reduce -3.4% | 61,735 | $4.3M |
| J.W. Cole Advisors, Inc. | 0.17% | Add +5.1% | 61,231 | $4.3M |
| One Degree Advisors Inc | 1.75% | Add +11.1% | 57,443 | $4.3M |
| Aptus Capital Advisors, LLC | 0.05% | Add +132.6% | 60,617 | $4.3M |
| Level Four Advisory Services, LLC | 0.17% | Add +4.3% | 60,218 | $4.2M |
| Tanglewood Wealth Management, Inc. | 0.49% | Reduce -8.1% | 59,957 | $4.2M |
| Harbor Investment Advisory, LLC | 0.39% | Add +3.8% | 59,921 | $4.2M |
| Joel Adams & Associates, Inc. | 3.82% | — | 59,890 | $4.2M |
| Flagstar Securities, Inc. | 1.05% | Reduce -6.1% | 59,859 | $4.2M |
| Trek Financial, LLC | 0.31% | Reduce -62.6% | 59,845 | $4.2M |
| CENTRAL TRUST Co | 0.10% | Reduce -11.6% | 59,814 | $4.2M |
| Atlanta Consulting Group Advisors, LLC | 1.55% | Reduce -5.8% | 59,767 | $4.2M |
| Elevation Point Wealth Partners, LLC | 0.34% | Add +50.8% | 59,708 | $4.2M |
| Prospera Financial Services Inc | 0.10% | Reduce -0.1% | 59,553 | $4.2M |
| SlateStone Wealth, LLC | 0.41% | Add +52.7% | 59,179 | $4.2M |
| AQR Capital Management | 0.01% | Add +73.4% | 59,063 | $4.2M |
| Fiduciary Group, LLC | 0.42% | Reduce -0.6% | 59,033 | $4.1M |
| William Howard & Co Financial Advisors Inc | 3.75% | Add +13.0% | 59,006 | $4.1M |
| Confluence Wealth Services, Inc. | 0.27% | Add +0.2% | 56,587 | $4.1M |
| MSH Capital Advisors LLC | 1.30% | Add +1.7% | 58,537 | $4.1M |
| Fi3 FINANCIAL ADVISORS, LLC | 1.54% | Add +69.5% | 58,376 | $4.1M |
| Signet Financial Management, LLC | 0.52% | Add +3.1% | 58,366 | $4.1M |
| Meeder Asset Management Inc. | 0.28% | No change | 58,023 | $4.1M |
| Waypoint Wealth Partners Inc. | 1.11% | Add +0.9% | 57,936 | $4.1M |
| Lido Advisors, LLC | 0.03% | Add +17.6% | 57,467 | $4.0M |
| Ade, LLC | 2.47% | Add +3.1% | 57,204 | $4.0M |
| Beirne Wealth Consulting Services, LLC | 1.44% | Add +0.3% | 56,852 | $4.0M |
| Cullen/Frost Bankers, Inc. | 0.05% | Add +132.5% | 56,858 | $4.0M |
| Merkkuri Wealth Advisors LLC | 3.16% | Reduce -28.2% | 56,767 | $4.0M |
| Prism Advisors, Inc. | 1.19% | Add +0.5% | 56,487 | $4.0M |
| Smith Shellnut Wilson LLC | 1.76% | Add +1.0% | 56,443 | $4.0M |
| Endowment Wealth Management, Inc. | 2.64% | Add +2.0% | 55,980 | $3.9M |
| High Net Worth Advisory Group LLC | 1.09% | Add +1.2% | 55,486 | $3.9M |
| CIBC Private Wealth Group LLC | 0.01% | Add +14.3% | 55,002 | $3.9M |
| Hubbell Strickland Wealth Management, LLC | 1.84% | Add +2.9% | 55,112 | $3.9M |
| Pembroke Management, LTD | 0.48% | Add +12.8% | 54,949 | $3.9M |
| Bray Capital Advisors | 1.04% | Reduce -1.7% | 54,895 | $3.9M |
| JGP Wealth Management, LLC | 0.50% | Add +7.1% | 54,714 | $3.8M |
| Journey Strategic Wealth LLC | 0.14% | Reduce -0.1% | 54,616 | $3.8M |
| Orrstown Financial Services Inc. | 1.03% | Reduce -8.8% | 54,463 | $3.8M |
| Busey Bank | 0.13% | Add +0.1% | 54,435 | $3.8M |
| PACK Private Wealth, LLC | 2.22% | No change | 53,732 | $3.8M |
| Oppenheimer & Co. Inc. | 0.06% | Add +2.1% | 53,313 | $3.7M |
| Wealthedge Investment Advisors, LLC | 1.68% | — | 53,029 | $3.7M |
| Global Trust Asset Management, LLC | 1.41% | Reduce -3.1% | 52,931 | $3.7M |
| Sapient Capital LLC | 0.07% | Add +156.6% | 52,919 | $3.7M |
| Outlook Wealth Advisors, LLC | 1.07% | Add +2.5% | 52,803 | $3.7M |
| Wellington Wealth Strategies, LLC. | 3.37% | Add +5.3% | 48,824 | $3.7M |
| Wilmington Savings Fund Society, FSB | 0.07% | Add +12.2% | 52,562 | $3.7M |
| Element Wealth, LLC | 1.92% | Add +3.4% | 52,364 | $3.7M |
| JPL Wealth Management, LLC | 1.05% | — | 52,142 | $3.7M |
| Soltis Investment Advisors LLC | 0.34% | Reduce -4.5% | 51,951 | $3.7M |
| Obsidian Cio, LLC | 0.66% | Add +24.4% | 51,433 | $3.6M |
| Rinkey Investments | 1.13% | No change | 50,383 | $3.5M |
| Roundview Capital LLC | 0.25% | Add +3.0% | 50,309 | $3.5M |
| REDW Wealth LLC | 1.23% | New | 50,294 | $3.5M |
| Avior Wealth Management, LLC | 0.13% | Reduce -1.9% | 50,245 | $3.5M |
| Kingsview Wealth Management, LLC | 0.07% | Add +22.4% | 50,229 | $3.5M |
| Sandy Cove Advisors, LLC | 1.39% | Add +11.8% | 50,190 | $3.5M |
| Greykasell Wealth Strategies, Inc. | 1.95% | — | 50,034 | $3.5M |
| Heritage Family Offices, LLP | 1.75% | Add +1.9% | 49,970 | $3.5M |
| Visionary Wealth Advisors | 0.21% | Reduce -2.1% | 49,933 | $3.5M |
| Trust Point Inc. | 0.24% | Reduce -6.9% | 49,898 | $3.5M |
| Private Client Services, LLC | 1.87% | Reduce -28.5% | 49,608 | $3.5M |
| Eley Financial Management, Inc | 1.35% | Add +0.2% | 49,424 | $3.5M |
| Koshinski Asset Management, Inc. | 0.30% | Add +0.3% | 49,285 | $3.5M |
| SkyView Investment Advisors, LLC | 0.55% | Add +0.2% | 49,012 | $3.4M |
| PKS Advisory Services, LLC | 0.86% | — | 48,888 | $3.4M |
| FAS Wealth Partners, Inc. | 0.29% | Reduce -4.3% | 48,802 | $3.4M |
| Wakefield Asset Management LLLP | 1.16% | Add +4.8% | 48,773 | $3.4M |
| First United Bank & Trust | 1.24% | Reduce -1.3% | 48,654 | $3.4M |
| Schiavi & Co LLC | 1.33% | Add +68.1% | 48,551 | $3.4M |
| Chesley Taft & Associates LLC | 0.16% | No change | 48,515 | $3.4M |
| Fulton Bank, N.A. | 0.13% | Add +50.7% | 48,374 | $3.4M |
| CVA Family Office, LLC | 0.53% | Reduce -1.3% | 47,360 | $3.3M |
| Centerpoint Advisors, LLC | 1.16% | Reduce -4.3% | 47,331 | $3.3M |
| Hofer & Associates. Inc | 2.22% | Add +19.9% | 47,054 | $3.3M |
| Harbour Investments, Inc. | 0.09% | Add +6.7% | 47,020 | $3.3M |
| Collective Family Office LLC | 0.90% | Reduce -4.1% | 46,593 | $3.3M |
| Claro Advisors Inc. | 0.44% | Reduce -47.5% | 46,396 | $3.3M |
| Pinion Investment Advisors, LLC | 1.30% | Add +47.8% | 46,331 | $3.3M |
| PrairieView Partners, LLC | 0.34% | Reduce -10.0% | 46,176 | $3.2M |
| Bridges Investment Management Inc. | 0.05% | Add +0.0% | 46,070 | $3.2M |
| Valmark Advisers, Inc. | 0.05% | Reduce -9.0% | 45,941 | $3.2M |
| Kanawha Capital Management LLC | 0.25% | Reduce -3.1% | 45,680 | $3.2M |
| Windward Private Wealth Management Inc. | 1.25% | No change | 45,448 | $3.2M |
| Okabena Investment Services Inc. | 0.88% | Add +1.8% | 45,237 | $3.2M |
| Palisade Asset Management, LLC | 0.32% | Reduce -3.5% | 45,159 | $3.2M |
| Hollencrest Capital Management | 0.13% | Add +13.6% | 44,859 | $3.2M |
| Bernard Wealth Management Corp. | 1.48% | — | 44,725 | $3.1M |
| Patton Albertson Miller Group, LLC | 0.42% | Add +0.4% | 44,512 | $3.1M |
| Florida Trust Wealth Management Co | 0.10% | Add +38.6% | 44,510 | $3.1M |
| Inman Jager Wealth Management, LLC | 2.42% | — | 44,202 | $3.1M |
| Empower Advisory Group, LLC | 0.01% | Reduce -8.7% | 44,158 | $3.1M |
| Moneco Advisors, LLC | 0.33% | Add +38.6% | 44,081 | $3.1M |
| Brighton Jones LLC | 0.09% | Reduce -2.2% | 44,040 | $3.1M |
| Vista Cima Wealth Management LLC | 3.20% | — | 43,811 | $3.1M |
| Cibc World Market Inc. | 0.01% | Reduce -19.9% | 43,812 | $3.1M |
| Brown Wealth Management, LLC | 1.09% | Reduce -0.5% | 43,671 | $3.1M |
| CSM Advisors, LLC | 0.14% | No change | 43,474 | $3.1M |
| Cary Street Partners Financial LLC | 0.10% | — | 42,612 | $3.0M |
| NorthRock Partners, LLC | 0.10% | Add +44.2% | 42,465 | $3.0M |
| Ellis Investment Partners, LLC | 0.59% | Reduce -1.5% | 42,330 | $3.0M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +7.0% | 42,077 | $3.0M |
| LTG Capital LLC | 2.48% | Add +6.5% | 42,009 | $3.0M |
| BNP Paribas Financial Markets | 0.00% | New | 41,700 | $2.9M |
| Madison Wealth Partners, Inc | 0.82% | Reduce -2.6% | 41,675 | $2.9M |
| Kaleidoscope Capital LP | 2.87% | — | 41,650 | $2.9M |
| PFG Advisors | 0.18% | Reduce -4.7% | 41,430 | $2.9M |
| Beam Wealth Advisors, Inc. | 0.92% | Add +12.0% | 41,309 | $2.9M |
| Compound Planning, Inc. | 0.15% | Add +54.8% | 41,268 | $2.9M |
| Boyd Wealth Management, LLC | 1.42% | Add +0.7% | 40,933 | $2.9M |
| Sierra Capital LLC | 0.34% | No change | 40,918 | $2.9M |
| Essex Financial Services, Inc. | 0.20% | Add +48.4% | 40,909 | $2.9M |
| Compass Investment Advisers LLC | 8.33% | — | 40,827 | $2.9M |
| Capital Investment Counsel, LLC | 0.48% | Reduce -0.5% | 40,751 | $2.9M |
| Islay Capital Management, LLC | 2.00% | Reduce -3.0% | 40,644 | $2.9M |
| One Capital Management, LLC | 0.09% | Reduce -0.3% | 40,556 | $2.9M |
| Beacon Bridge Wealth Partners, LLC | 1.20% | Reduce -8.1% | 40,224 | $2.8M |
| AtlasMark Financial, Inc | 2.58% | Add +0.4% | 39,873 | $2.8M |
| Old Port Advisors | 0.80% | Add +9.9% | 39,719 | $2.8M |
| BWM Planning, LLC | 1.21% | Add +0.6% | 39,627 | $2.8M |
| Legacy Trust | 0.65% | No change | 39,580 | $2.8M |
| PFG Investments, LLC | 0.17% | Add +4.7% | 39,343 | $2.8M |
| Forefront Wealth Partners, LLC | 2.06% | — | 39,275 | $2.8M |
| Leavell Investment Management, Inc. | 0.13% | Add +2.2% | 38,982 | $2.7M |
| Arete Wealth Advisors, LLC | 0.20% | Add +53.6% | 38,801 | $2.7M |
| Silvercrest Asset Management Group LLC | 0.02% | Add +6.9% | 38,668 | $2.7M |
| Capital Advantage, Inc. | 0.49% | New | 38,576 | $2.7M |
| Clear Investment Research, LLC | 3.48% | Add +5.7% | 38,445 | $2.7M |
| Cowa, LLC | 1.32% | Add +0.6% | 38,395 | $2.7M |
| F/m Investments LLC | 0.10% | Add +145.6% | 38,146 | $2.7M |
| Aletheian Wealth Advisors LLC | 1.58% | Reduce -2.0% | 38,134 | $2.7M |
| Howe & Rusling Inc. | 0.23% | Add +1.4% | 38,096 | $2.7M |
| WealthCare Investment Partners, LLC | 1.16% | Add +2.5% | 38,053 | $2.7M |
| Mutual Advisors, LLC | 0.08% | Reduce -48.8% | 37,422 | $2.7M |
| Princeton Global Asset Management LLC | 0.50% | Add +8.5% | 37,717 | $2.7M |
| Cynosure Group, LLC | 0.40% | Reduce -14.8% | 37,612 | $2.6M |
| Lane & Associates LLC | 1.36% | Reduce -3.1% | 35,854 | $2.6M |
| Raffa Wealth Management, LLC | 0.61% | Add +0.9% | 37,411 | $2.6M |
| Phillips Financial Management, LLC | 0.21% | Reduce -14.9% | 37,315 | $2.6M |
| Bigelow Investment Advisors, LLC | 1.23% | Reduce -11.3% | 37,206 | $2.6M |
| Diversify Advisory Services, LLC | 0.14% | Add +24.3% | 37,427 | $2.6M |
| Thoroughbred Financial Services, LLC | 0.16% | Reduce -2.5% | 37,104 | $2.6M |
| Coastal Bridge Advisors, LLC | 0.65% | Add +5.4% | 37,007 | $2.6M |
| Cambridge Financial Group, LLC | 1.11% | Add +0.5% | 36,833 | $2.6M |
| Brookstone Capital Management | 0.04% | Reduce -2.1% | 36,454 | $2.6M |
| Colonial Trust Advisors | 0.23% | Reduce -2.4% | 36,450 | $2.6M |
| Patten Group, Inc. | 0.57% | Reduce -3.3% | 36,354 | $2.6M |
| Apeiron RIA LLC | 0.71% | Add +4.2% | 36,232 | $2.5M |
| Meridian Wealth Management, LLC | 0.12% | Add +26.8% | 35,779 | $2.5M |
| Kaydan Wealth Management, Inc. | 0.84% | Reduce -85.1% | 35,752 | $2.5M |
| Summit Global Investments | 0.16% | Reduce -68.5% | 35,714 | $2.5M |
| Apollon Financial, LLC | 0.62% | Add +14.5% | 35,567 | $2.5M |
| Ameritas Advisory Services, LLC | 0.09% | Reduce -2.1% | 35,534 | $2.5M |
| 3Chopt Investment Partners, LLC | 0.85% | Add +2.3% | 35,229 | $2.5M |
| Bryn Mawr Trust Advisors, LLC | 0.13% | Reduce -5.6% | 35,183 | $2.5M |
| Vanguard Group Inc. | 0.00% | Reduce -12.5% | 35,112 | $2.5M |
| Peak Financial Management, Inc. | 0.74% | Reduce -2.6% | 35,048 | $2.5M |
| Dravo Bay LLC | 1.19% | Reduce -3.1% | 35,008 | $2.5M |
| Columbus Macro, LLC | 0.34% | Add +13.0% | 34,869 | $2.5M |
| Red Crane Wealth Management, LLC | 2.31% | — | 34,727 | $2.4M |
| Bearing Point Capital, LLC | 0.51% | — | 34,600 | $2.4M |
| Kings Path Partners LLC | 1.03% | Add +5.2% | 34,373 | $2.4M |
| Canada Post Corp Registered Pension Plan | 0.14% | — | 32,749 | $2.4M |
| Center For Asset Management LLC | 1.56% | Add +10.2% | 34,299 | $2.4M |
| Patriot Financial Group Insurance Agency, LLC | 0.32% | Reduce -3.0% | 34,234 | $2.4M |
| GoalVest Advisory LLC | 0.66% | Add +7.0% | 34,229 | $2.4M |
| CWS Financial Advisors, LLC | 0.78% | Add +1.5% | 34,203 | $2.4M |
| Hobbs Group Advisors, LLC | 0.90% | Add +72.6% | 34,096 | $2.4M |
| Cornerstone Advisors Asset Management, LLC | 0.52% | Add +3.0% | 34,001 | $2.4M |
| Stock Yards Bank & Trust Co. | 0.08% | Add +3.2% | 33,561 | $2.4M |
| Litman Gregory Wealth Management LLC | 0.20% | Reduce -1.7% | 33,541 | $2.4M |
| Bryant Woods Investment Advisors, LLC | 1.14% | Add +4.2% | 33,485 | $2.4M |
| Flagship Harbor Advisors, LLC | 0.12% | Add +28.9% | 33,272 | $2.3M |
| Stark Wealth Management LLC | 1.72% | — | 33,216 | $2.3M |
| 180 Wealth Advisors, LLC | 0.36% | Reduce -0.0% | 33,039 | $2.3M |
| WCG Wealth Advisors LLC | 0.15% | Reduce -12.6% | 32,924 | $2.3M |
| SWP Financial LLC | 1.40% | Reduce -76.8% | 32,901 | $2.3M |
| Evanson Asset Management, LLC | 0.16% | Add +0.9% | 32,640 | $2.3M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Add +17.0% | 32,372 | $2.3M |
| Legacy Advisors, LLC | 0.22% | Add +15.4% | 32,038 | $2.3M |
| Strategic Blueprint, LLC | 0.13% | Add +3.3% | 31,909 | $2.2M |
| Prosperity Consulting Group, LLC | 0.17% | Reduce -1.7% | 31,803 | $2.2M |
| Blue Trust, Inc. | 0.03% | Add +87.8% | 31,713 | $2.2M |
| Ascent Group, LLC | 0.17% | Reduce -15.8% | 31,577 | $2.2M |
| Arcus Capital Partners, LLC | 0.70% | Add +15.6% | 29,882 | $2.2M |
| LGL Partners, LLC | 0.32% | Add +0.7% | 31,557 | $2.2M |
| Edge Financial Advisors LLC | 1.97% | Add +1.7% | 31,305 | $2.2M |
| Wetzel Investment Advisors, Inc. | 1.09% | Reduce -0.8% | 31,157 | $2.2M |
| Richard P Slaughter Associates Inc | 0.48% | Add +5.7% | 30,789 | $2.2M |
| Wesbanco Bank Inc. | 0.07% | Add +0.0% | 30,645 | $2.2M |
| Shufro Rose & Co. LLC | 0.17% | Reduce -31.8% | 30,618 | $2.2M |
| Laird Norton Wetherby Wealth Management, LLC | 0.10% | Reduce -2.3% | 30,570 | $2.1M |
| NDVR, Inc. | 2.05% | Add +11.4% | 30,453 | $2.1M |
| Heritage Trust Co | 0.25% | — | 30,357 | $2.1M |
| Waycross Investment Management Co | 2.24% | Add +3.6% | 30,293 | $2.1M |
| Denver PWM, LLC | 0.82% | Reduce -2.0% | 30,254 | $2.1M |
| Traveka Wealth, LLC | 1.17% | Reduce -29.5% | 30,178 | $2.1M |
| Morton Brown Family Wealth, LLC | 0.74% | Reduce -0.6% | 30,127 | $2.1M |
| Evercore Wealth Management, LLC | 0.03% | Add +0.1% | 30,079 | $2.1M |
| North Star Investment Management Corp. | 0.15% | Add +0.7% | 30,039 | $2.1M |
| Colton Groome Financial Advisors, LLC | 0.81% | Reduce -0.8% | 30,028 | $2.1M |
| Parsons Capital Management Inc. | 0.11% | Reduce -0.9% | 29,940 | $2.1M |
| Fire Capital Management LLC | 1.56% | — | 29,714 | $2.1M |
| Glenview Trust Co | 0.04% | Reduce -1.3% | 29,654 | $2.1M |
| Biltmore Family Office, LLC | 0.35% | Reduce -0.8% | 29,581 | $2.1M |
| Infinity Wealth Counsel, LLC | 2.22% | — | 29,581 | $2.1M |
| Capital Investment Advisors, LLC | 0.04% | Add +34.3% | 29,162 | $2.0M |
| Dentgroup LLC | 1.56% | Add +33.8% | 29,083 | $2.0M |
| Quantinno Capital Management LP | 0.02% | Reduce -39.2% | 28,890 | $2.0M |
| Wharton Business Group, LLC | 0.09% | Reduce -0.3% | 28,823 | $2.0M |
| KPP Advisory Services LLC | 0.48% | Add +1.1% | 28,775 | $2.0M |
| Capital Advisors, Ltd. LLC | 0.25% | Reduce -1.2% | 28,688 | $2.0M |
| Innovative Wealth Building LLC | 1.82% | — | 28,659 | $2.0M |
| Operose Advisors LLC | 0.69% | Add +179.3% | 28,655 | $2.0M |
| Panoramic Investment Advisors, LLC | 1.31% | Add +12.7% | 28,638 | $2.0M |
| Simplicity Wealth,LLC | 0.42% | Add +3.7% | 28,619 | $2.0M |
| Lineweaver Wealth Advisors, LLC | 0.37% | Add +1.8% | 28,634 | $2.0M |
| Certus Wealth Management, LLC | 1.34% | Reduce -0.1% | 26,949 | $2.0M |
| Investment Advisory Group, LLC | 0.67% | Reduce -2.6% | 28,502 | $2.0M |
| Pinnacle Bancorp, Inc. | 0.65% | Reduce -5.0% | 28,425 | $2.0M |
| Ignite Planners, LLC | 0.44% | Add +2.9% | 28,291 | $2.0M |
| New England Private Wealth Advisors LLC | 0.31% | Add +18.0% | 28,009 | $2.0M |
| RHS Financial, LLC | 1.02% | Add +1.4% | 27,963 | $2.0M |
| Godshalk Welsh Capital Management, Inc. | 1.26% | Add +1.6% | 27,759 | $2.0M |
| Sentinel Trust Co. Lba | 0.22% | Add +9.6% | 27,573 | $1.9M |
| Firestone Capital Management | 0.48% | Add +6.1% | 27,308 | $1.9M |
| St. Louis Trust Co | 0.27% | No change | 27,070 | $1.9M |
| Manhattan West Asset Management, LLC | 0.51% | Reduce -37.0% | 27,060 | $1.9M |
| Lee Financial Co | 0.27% | No change | 26,816 | $1.9M |
| Zions Bancorporation, N.A. | 0.12% | No change | 26,809 | $1.9M |
| Arkansas Financial Group, Inc. | 0.30% | Add +13.2% | 26,567 | $1.9M |
| 4Thought Financial Group Inc. | 1.15% | Reduce -7.0% | 26,332 | $1.9M |
| Steel Grove Capital Advisors, LLC | 0.26% | Add +12.8% | 26,285 | $1.8M |
| Wealthfront Advisers LLC | 0.01% | Add +8.2% | 26,280 | $1.8M |
| Matauro, LLC | 0.40% | — | 26,196 | $1.8M |
| Magnus Financial Group LLC | 0.18% | Reduce -24.5% | 26,168 | $1.8M |
| StoneX Group Inc. | 0.10% | Add +58.4% | 26,148 | $1.8M |
| Debussy Capital Management LP | 0.28% | Add +7.0% | 24,967 | $1.8M |
| YANKCOM Partnership | 0.98% | — | 25,994 | $1.8M |
| Hassell Wealth Management, LLC | 0.73% | Add +1.4% | 24,673 | $1.8M |
| Macroview Investment Management LLC | 1.84% | Add +17.9% | 25,757 | $1.8M |
| AA Financial Advisors, LLC | 0.48% | Add +15.9% | 25,721 | $1.8M |
| Verdence Capital Advisors LLC | 0.15% | Add +2.4% | 25,672 | $1.8M |
| Williams & Novak, LLC | 1.74% | Reduce -9.6% | 25,637 | $1.8M |
| Y-Intercept (Hong Kong) Ltd | 0.12% | New | 25,614 | $1.8M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.27% | Reduce -1.0% | 25,548 | $1.8M |
| Grant Street Asset Management, Inc. | 0.47% | Add +114.1% | 25,500 | $1.8M |
| Allworth Financial LP | 0.01% | Add +32.0% | 24,680 | $1.8M |
| New Hampshire Trust | 0.38% | Add +30.8% | 25,389 | $1.8M |
| ORG Partners LLC | 0.25% | Add +6.7% | 25,343 | $1.8M |
| Sax Wealth Advisors, LLC | 0.14% | Reduce -2.5% | 25,358 | $1.8M |
| LM Advisors LLC | 0.32% | Add +9.0% | 25,344 | $1.8M |
| Invst, LLC | 0.22% | Reduce -37.9% | 25,283 | $1.8M |
| Hamilton Wealth, LLC | 0.43% | Reduce -33.4% | 25,266 | $1.8M |
| Perennial Investment Advisors, LLC | 0.21% | Add +3.1% | 25,218 | $1.8M |
| Choate Investment Advisors | 0.04% | Reduce -3.8% | 25,187 | $1.8M |
| Disciplined Investments, LLC | 0.87% | Add +13.2% | 25,057 | $1.8M |
| Envision Financial LLC | 1.41% | — | 24,999 | $1.8M |
| Nilsine Partners, LLC | 0.19% | Reduce -1.8% | 24,977 | $1.8M |
| Innealta Capital, LLC | 0.86% | Add +63.6% | 24,961 | $1.8M |
| AdvisorNet Financial, Inc | 0.15% | Reduce -14.0% | 24,809 | $1.7M |
| HBK Sorce Advisory LLC | 0.05% | Add +20.6% | 24,768 | $1.7M |
| Hoxton Planning & Management, LLC | 0.66% | Reduce -5.8% | 24,685 | $1.7M |
| New Century Financial Group, LLC | 0.74% | Reduce -8.1% | 24,604 | $1.7M |
| Northwest Wealth Management, LLC | 0.37% | Reduce -3.7% | 24,636 | $1.7M |
| Cyndeo Wealth Partners, LLC | 0.12% | Add +8.1% | 24,602 | $1.7M |
| SIMA Wealth Partners, LLC | 1.47% | Reduce -2.2% | 24,577 | $1.7M |
| Keystone Financial Group | 0.17% | Reduce -0.9% | 24,172 | $1.7M |
| Fourth Dimension Wealth, LLC | 0.89% | — | 24,340 | $1.7M |
| Cornerstone Partners Capital Management, LLC | 3.65% | Reduce -8.1% | 24,284 | $1.7M |
| Cascade Financial Partners, LLC | 0.22% | Reduce -1.9% | 24,281 | $1.7M |
| Empirical Asset Management, LLC | 0.56% | Add +509.1% | 135,470 | $1.7M |
| Wiser Wealth Management, Inc | 0.47% | Reduce -23.1% | 24,021 | $1.7M |
| Sound View Wealth Advisors Group, LLC | 0.14% | Reduce -1.2% | 23,995 | $1.7M |
| ETF Portfolio Partners, Inc. | 0.51% | Reduce -3.0% | 23,980 | $1.7M |
| Valley Wealth Managers, Inc. | 0.13% | Reduce -10.8% | 23,802 | $1.7M |
| Warner Financial, Inc. | 0.71% | Add +0.9% | 23,503 | $1.7M |
| Morton Capital Management LLC | 0.31% | Add +1.2% | 23,271 | $1.6M |
| Gilbert & Cook, Inc. | 0.23% | No change | 23,261 | $1.6M |
| Tobias Financial Advisors, Inc. | 0.33% | Add +446.0% | 23,200 | $1.6M |
| Csenge Advisory Group | 0.09% | Add +0.8% | 23,094 | $1.6M |
| StrongBox Wealth, LLC | 0.68% | Add +5.0% | 22,973 | $1.6M |
| JDM Financial Group LLC | 0.84% | Reduce -0.2% | 22,888 | $1.6M |
| SOL Capital Management CO | 0.18% | Reduce -10.3% | 22,809 | $1.6M |
| Schneider Downs Wealth Management Advisors, LP | 0.30% | Add +272.2% | 22,802 | $1.6M |
| Renasant Bank | 1.04% | Reduce -33.8% | 22,776 | $1.6M |
| Inspire Advisors, LLC | 0.20% | Add +4.9% | 22,759 | $1.6M |
| JRM Investment Counsel, LLC | 0.60% | Add +0.1% | 22,758 | $1.6M |
| Everhart Financial Group, Inc. | 0.33% | Add +3.8% | 22,744 | $1.6M |
| Wedbush Securities Inc. | 0.06% | Reduce -35.7% | 22,730 | $1.6M |
| Maia Wealth LLC | 0.34% | Add +13.4% | 21,529 | $1.6M |
| Veracity Capital LLC | 0.57% | Add +2.1% | 22,442 | $1.6M |
| First Bank & Trust | 0.30% | Add +3.2% | 22,375 | $1.6M |
| Two Sigma Securities, LLC | 0.28% | New | 22,348 | $1.6M |
| Pallas Capital Advisors LLC | 0.07% | Reduce -0.3% | 22,168 | $1.6M |
| Arrowroot Family Office, LLC | 0.80% | Add +1.6% | 22,018 | $1.5M |
| Quadrant Private Wealth Management, LLC | 0.38% | Reduce -6.4% | 22,006 | $1.5M |
| AlTi Global, Inc. | 0.04% | Add +1.7% | 21,627 | $1.5M |
| City National Bank of Florida | 1.38% | — | 21,564 | $1.5M |
| Sovereign Financial Group, Inc. | 0.35% | Add +17.3% | 21,557 | $1.5M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -0.1% | 21,513 | $1.5M |
| Dynamic Financial Group | 1.53% | — | 21,412 | $1.5M |
| Global View Capital Management LLC | 0.52% | — | 21,298 | $1.5M |
| Wind River Trust Co | 0.59% | No change | 21,203 | $1.5M |
| Boston Financial Mangement LLC | 0.04% | Add +59.8% | 21,080 | $1.5M |
| GeoWealth Management, LLC | 0.05% | Reduce -44.5% | 21,047 | $1.5M |
| Summit X, LLC | 0.33% | Add +4.4% | 20,950 | $1.5M |
| Howard Financial Services, LTD. | 0.20% | Reduce -5.2% | 20,816 | $1.5M |
| Highland Financial Advisors, LLC | 0.50% | Reduce -5.5% | 20,727 | $1.5M |
| Rainier Family Wealth Inc. | 1.75% | — | 20,614 | $1.4M |
| Trivium Point Advisory, LLC | 0.18% | Add +366.1% | 20,590 | $1.4M |
| Smartleaf Asset Management LLC | 0.15% | Add +0.7% | 20,529 | $1.4M |
| Seven Post Investment Office LP | 0.55% | No change | 20,507 | $1.4M |
| Cherry Tree Wealth Management, LLC | 0.36% | Add +4.2% | 20,429 | $1.4M |
| Aegis Wealth Management LLC | 0.97% | — | 20,385 | $1.4M |
| Mma Asset Management LLC | 0.63% | Reduce -51.0% | 20,359 | $1.4M |
| Colonial Trust Co / SC | 0.21% | Reduce -3.8% | 20,347 | $1.4M |
| Black Diamond Financial, LLC | 0.21% | Add +37.2% | 20,212 | $1.4M |
| Icon Wealth Advisors, LLC | 0.12% | Add +1.6% | 20,158 | $1.4M |
| Paragon Capital Management Ltd | 0.28% | Add +19.8% | 20,120 | $1.4M |
| FineMark National Bank & Trust | 0.05% | Reduce -7.3% | 19,927 | $1.4M |
| Shelton Wealth Management, LLC | 0.76% | Reduce -11.8% | 19,853 | $1.4M |
| Droms Strauss Advisors Inc. /Mo/ | 0.45% | Reduce -3.0% | 19,828 | $1.4M |
| Leigh Baldwin & Co., LLC | 1.17% | — | 19,745 | $1.4M |
| Balboa Wealth Partners | 0.32% | Add +20.8% | 19,705 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.10% | Reduce -8.6% | 19,698 | $1.4M |
| Courage Miller Partners, LLC | 0.47% | Add +1.4% | 19,582 | $1.4M |
| Independence Bank of Kentucky | 0.21% | Add +7.8% | 19,550 | $1.4M |
| Black Cypress Capital Management, LLC | 1.19% | Reduce -4.4% | 19,519 | $1.4M |
| Cahill Financial Advisors Inc. | 0.19% | Reduce -3.4% | 19,462 | $1.4M |
| Blueprint Investment Partners LLC | 0.22% | Add +3.5% | 19,449 | $1.4M |
| JMG Financial Group, Ltd. | 0.05% | No change | 19,438 | $1.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Add +5.1% | 19,330 | $1.4M |
| Foster & Motley Inc. | 0.09% | No change | 19,223 | $1.4M |
| Mayport, LLC | 0.40% | No change | 19,180 | $1.3M |
| Milestone Asset Management Group, LLC | 1.19% | — | 19,020 | $1.3M |
| Northwest Bancshares, Inc. | 0.25% | Reduce -0.6% | 18,940 | $1.3M |
| Magnolia Capital Advisors LLC | 0.34% | Add +61.7% | 18,920 | $1.3M |
| Tompkins Financial Corp. | 0.12% | Add +54.1% | 18,812 | $1.3M |
| Jacobi Capital Management LLC | 0.10% | Add +2.4% | 18,797 | $1.3M |
| Napatree Capital LLC | 0.77% | Add +152.2% | 18,767 | $1.3M |
| Great Point Wealth Advisors, LLC | 0.29% | Reduce -0.3% | 18,699 | $1.3M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -1.4% | 18,699 | $1.3M |
| Fortress Financial Group, LLC | 1.30% | — | 18,595 | $1.3M |
| Realta Investment Advisors | 0.53% | Reduce -7.0% | 18,496 | $1.3M |
| Quent Capital, LLC | 0.13% | Add +46.9% | 18,532 | $1.3M |
| Beckerman Institutional, LLC | 1.04% | Add +0.3% | 18,471 | $1.3M |
| W Advisors, LLC | 0.80% | Reduce -5.3% | 18,442 | $1.3M |
| Kestra Investment Management, LLC | 0.05% | Add +41.0% | 18,415 | $1.3M |
| Kooman & Associates | 0.47% | Add +4.6% | 18,384 | $1.3M |
| Argonautica Private Wealth Management, Inc. | 0.42% | Reduce -0.9% | 18,314 | $1.3M |
| West Bancorporation Inc. | 0.84% | Reduce -0.7% | 18,257 | $1.3M |
| Philadelphia Trust Co. | 0.09% | Reduce -1.4% | 18,170 | $1.3M |
| Diversified Enterprises, LLC | 0.12% | Add +1.7% | 18,097 | $1.3M |
| Roger Wittlin Investment Advisory, LLC | 0.71% | Reduce -24.1% | 18,042 | $1.3M |
| Lincoln Capital LLC | 0.27% | Reduce -2.8% | 18,029 | $1.3M |
| Coordinated Financial Services, Inc. | 1.00% | — | 18,024 | $1.3M |
| Altfest L J & Co. Inc. | 0.16% | Add +1.2% | 18,018 | $1.3M |
| Wealth Alliance, LLC | 0.15% | Reduce -68.4% | 17,864 | $1.3M |
| Saxon Interests, Inc. | 0.55% | Add +5.1% | 17,729 | $1.2M |
| Brady Family Wealth, LLC | 0.38% | Reduce -5.3% | 17,681 | $1.2M |
| Retirement Wealth Solutions LLC | 1.05% | — | 17,723 | $1.2M |
| Klaas Financial Asset Advisors, LLC | 0.22% | Reduce -12.7% | 17,552 | $1.2M |
| First County Bank | 0.69% | Reduce -4.3% | 17,543 | $1.2M |
| Wealthgarden F.S. LLC | 1.15% | Reduce -34.3% | 17,479 | $1.2M |
| Essential Planning, LLC. | 0.01% | New | 16,596 | $1.2M |
| Washington Trust Advisors, Inc. | 0.10% | Reduce -14.3% | 17,415 | $1.2M |
| Market Street Wealth Management Advisors LLC | 0.20% | No change | 17,354 | $1.2M |
| Evoke Wealth, LLC | 0.03% | Add +1.3% | 17,316 | $1.2M |
| Cabot Wealth Management Inc. | 0.15% | Reduce -0.0% | 17,304 | $1.2M |
| Grant/GrossMendelsohn, LLC | 0.63% | Reduce -17.1% | 17,242 | $1.2M |
| HRT Financial LP | 0.01% | New | 17,240 | $1.2M |
| Trilogy Capital Inc. | 0.06% | Add +1.7% | 17,167 | $1.2M |
| Rockwood Wealth Management, LLC | 0.13% | Reduce -9.6% | 17,121 | $1.2M |
| Wingate Wealth Advisors, Inc. | 1.18% | — | 17,093 | $1.2M |
| Northeast Financial Consultants Inc | 0.05% | Reduce -6.9% | 17,040 | $1.2M |
| Hart & Patterson Financial Group LLC | 0.58% | Reduce -0.5% | 17,022 | $1.2M |
| Tufton Capital Management | 0.23% | Add +1.8% | 17,015 | $1.2M |
| Verus Capital Partners, LLC | 0.11% | Reduce -22.2% | 16,990 | $1.2M |
| MA Private Wealth | 0.22% | Add +2.6% | 16,988 | $1.2M |
| Victory Financial Group, LLC | 0.31% | — | 16,929 | $1.2M |
| LVZ, Inc. | 0.15% | Add +1.9% | 16,767 | $1.2M |
| TFC Financial Management, Inc. | 0.19% | Add +8.8% | 16,723 | $1.2M |
| Compass Capital Corp. /Ma/ | 0.46% | — | 16,718 | $1.2M |
| OneAscent Financial Services LLC | 0.10% | New | 16,691 | $1.2M |
| Tsfg, LLC | 0.24% | Add +35.7% | 16,647 | $1.2M |
| Stonebrook Private Inc. | 0.31% | Add +0.6% | 16,624 | $1.2M |
| First National Corp. /Ma/ | 0.26% | Add +9.2% | 16,621 | $1.2M |
| BlueSky Wealth Advisors, LLC | 0.18% | Reduce -15.2% | 16,598 | $1.2M |
| HM Payson & Co. | 0.02% | Add +36.1% | 16,502 | $1.2M |
| M Holdings Securities, Inc. | 0.19% | Reduce -5.3% | 16,461 | $1.2M |
| RoundAngle Advisors LLC | 1.10% | — | 16,460 | $1.2M |
| BIP Wealth, LLC | 0.08% | Reduce -0.1% | 16,459 | $1.2M |
| Clark Asset Management, LLC | 0.22% | Add +12.6% | 16,457 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.08% | Add +24.5% | 16,440 | $1.2M |
| Canandaigua National Bank & Trust Co. | 0.11% | No change | 16,379 | $1.2M |
| Keystone Financial Group, Inc. | 0.92% | — | 16,221 | $1.1M |
| Curated Wealth Partners LLC | 0.13% | New | 16,160 | $1.1M |
| Spectrum Wealth Counsel, LLC | 0.13% | Reduce -70.0% | 16,072 | $1.1M |
| Strategy Asset Managers LLC | 0.22% | Reduce -19.3% | 16,050 | $1.1M |
| First Citizens Financial Corp | 0.61% | Reduce -27.3% | 16,046 | $1.1M |
| Integrity Alliance, Llc. | 0.12% | — | 16,008 | $1.1M |
| Vantage Financial Partners, LLC | 0.28% | Reduce -30.3% | 15,996 | $1.1M |
| Advocacy Wealth Management, LLC | 0.09% | Add +163.4% | 15,961 | $1.1M |
| Cooper Financial Group | 0.14% | Add +15.4% | 15,948 | $1.1M |
| NCM Capital Management, LLC | 0.50% | Add +1.6% | 15,925 | $1.1M |
| Bison Wealth, LLC | 0.14% | — | 15,819 | $1.1M |
| Goldstein Advisors, LLC | 0.16% | Reduce -1.0% | 15,801 | $1.1M |
| Fortress Wealth Management, Inc. | 0.54% | Reduce -28.0% | 15,766 | $1.1M |
| Capital Planning LLC | 0.29% | Add +0.0% | 15,760 | $1.1M |
| SeaBridge Investment Advisors LLC | 0.23% | Add +1.1% | 15,673 | $1.1M |
| CreativeOne Wealth, LLC | 0.03% | Add +16.2% | 15,650 | $1.1M |
| HCR Wealth Advisors | 0.14% | Reduce -4.3% | 15,628 | $1.1M |
| TCTC Holdings, LLC | 0.04% | Add +0.0% | 15,611 | $1.1M |
| Stevens Capital Partners | 0.49% | Add +1.3% | 15,521 | $1.1M |
| Madden Advisory Services, Inc. | 0.51% | Add +7.0% | 15,497 | $1.1M |
| Silverlake Wealth Management LLC | 0.41% | Reduce -46.9% | 15,219 | $1.1M |
| Coign Capital Advisors LLC | 0.98% | — | 15,193 | $1.1M |
| Independent Financial Group, LLC | 0.04% | Add +10.6% | 15,064 | $1.1M |
| Forza Wealth Management, LLC | 0.48% | Reduce -10.1% | 15,041 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.06% | Add +74.3% | 15,039 | $1.1M |
| Bear Mountain Capital, Inc. | 0.41% | Add +17.4% | 14,446 | $1.1M |
| TL Private Wealth | 0.47% | Add +1.1% | 14,949 | $1.1M |
| Aries Wealth Management | 0.29% | No change | 14,975 | $1.1M |
| Traynor Capital Management, Inc. | 0.08% | Add +344.3% | 14,952 | $1.1M |
| Pathway Financial Advisors LLC | 0.24% | Add +61.6% | 14,869 | $1.0M |
| PGIM Custom Harvest LLC | 0.02% | Add +3.0% | 14,839 | $1.0M |
| Penobscot Investment Management Company, Inc. | 0.09% | Reduce -5.3% | 14,793 | $1.0M |
| Jmac Enterprises LLC | 0.16% | Add +1.9% | 14,771 | $1.0M |
| Inspirion Wealth Advisors, LLC | 0.14% | Add +0.2% | 14,616 | $1.0M |
| Strata Wealth Advisors, LLC | 0.32% | No change | 14,692 | $1.0M |
| Welch & Forbes LLC | 0.01% | No change | 14,659 | $1.0M |
| Charter Oak Capital Management, LLC | 0.10% | Reduce -11.9% | 14,656 | $1.0M |
| Dana Investment Advisors, Inc. | 0.03% | Reduce -10.3% | 14,653 | $1.0M |
| American State Bank (Iowa) | 0.62% | Reduce -3.2% | 14,639 | $1.0M |
| Blue Fin Capital, Inc. | 0.19% | Add +0.7% | 14,586 | $1.0M |
| Lee, Kelleher & Klein Wealth Management | 0.73% | — | 14,540 | $1.0M |
| Signature Estate & Investment Advisors LLC | 0.03% | Reduce -18.9% | 14,482 | $1.0M |
| Bristlecone Advisors, LLC | 0.08% | Reduce -11.9% | 14,449 | $1.0M |
| Mgo One Seven LLC | 0.04% | Reduce -25.6% | 14,432 | $1.0M |
| Guardian Wealth Advisors, LLC / NC | 0.08% | Add +278.5% | 14,411 | $1.0M |
| CWA Asset Management Group, LLC | 0.05% | Add +390.5% | 14,371 | $1.0M |
| Stone Summit Wealth LLC | 0.34% | Reduce -1.9% | 14,356 | $1.0M |
| ORBA Wealth Advisors, L.L.C. | 0.53% | Reduce -3.7% | 14,321 | $1.0M |
| Parisi Gray Wealth Management | 0.32% | Add +0.9% | 14,314 | $1.0M |
| C M Bidwell & Associates Ltd. | 0.61% | Add +0.1% | 14,310 | $1.0M |
| Massachusetts Financial Services Co. | 0.00% | New | 14,306 | $1.0M |
| Objective Capital Management, LLC | 0.67% | Reduce -24.5% | 14,276 | $1.0M |
| JFG Wealth Management, LLC | 0.23% | Reduce -10.6% | 14,216 | $999K |
| Oxford Financial Group, LTD. LLC | 0.06% | Add +545.6% | 14,196 | $998K |
| Sepio Capital, LP | 0.08% | Reduce -9.6% | 14,187 | $997K |
| Daymark Wealth Partners, LLC | 0.04% | Reduce -4.1% | 14,153 | $995K |
| Hill Island Financial LLC | 0.29% | Add +2.8% | 14,147 | $994K |
| Eastern Bank | 0.02% | Add +38.2% | 14,109 | $992K |
| Pinnacle Associates Ltd. | 0.01% | Add +184.4% | 14,053 | $988K |
| Drucker Wealth 3.0, LLC | 0.23% | Add +19.7% | 13,893 | $976K |
| Vestcor Inc | 0.03% | Reduce -16.4% | 13,833 | $972K |
| Alteri Wealth LLC | 0.27% | — | 13,804 | $970K |
| Noble Family Wealth, LLC | 0.27% | Add +8.4% | 13,754 | $967K |
| Carlson Capital Management | 0.04% | No change | 13,721 | $964K |
| Peoples Bank | 0.57% | Reduce -9.8% | 13,717 | $964K |
| McGlone Suttner Wealth Management, Inc. | 0.16% | Reduce -9.3% | 13,707 | $963K |
| JNBA Financial Advisors | 0.10% | Add +9.4% | 13,690 | $962K |
| Family Firm, Inc. | 0.21% | Add +39.5% | 13,641 | $959K |
| Pitcairn Co. | 0.06% | Reduce -28.9% | 13,630 | $958K |
| United Advisor Group, LLC | 0.19% | Reduce -4.7% | 13,592 | $955K |
| MFA Wealth Services | 0.76% | — | 13,478 | $947K |
| Lazari Capital Management, Inc. | 0.38% | Reduce -37.9% | 13,453 | $945K |
| Peterson Wealth Services | 0.29% | Reduce -0.1% | 13,344 | $938K |
| Romano Brothers and Company | 0.12% | Reduce -5.1% | 13,311 | $935K |
| Clarity Capital Partners LLC | 0.48% | Reduce -9.7% | 13,310 | $935K |
| GGM Financial LLC | 0.99% | Add +50.0% | 13,252 | $931K |
| Stonebridge Financial Group, LLC | 0.10% | — | 13,231 | $930K |
| Compass Ion Advisors, LLC | 0.11% | Reduce -5.4% | 13,217 | $929K |
| McNamara Financial Services, Inc. | 0.22% | Add +15.2% | 13,166 | $925K |
| Fiera Capital Corp | 0.00% | Add +1.0% | 13,145 | $924K |
| Finley Financial, LLC | 0.48% | — | 13,010 | $919K |
| RFG Advisory, LLC | 0.03% | Reduce -32.6% | 13,077 | $919K |
| Foundations Investment Advisors, LLC | 0.02% | Add +14.6% | 13,016 | $915K |
| Novus Advisors, LLC | 0.91% | — | 12,993 | $913K |
| Consolidated Portfolio Review Corp | 0.14% | Add +15.1% | 12,973 | $912K |
| DBK Financial Counsel, LLC | 0.91% | No change | 12,886 | $906K |
| Watershed Private Wealth LLC | 0.35% | Add +1.6% | 12,851 | $903K |
| Bison Wealth, LLC | 0.20% | Reduce -19.7% | 12,788 | $899K |
| Sutton Place Investors LLC | 0.52% | Add +37.6% | 12,758 | $897K |
| Main Street Financial Solutions, LLC | 0.09% | Reduce -4.1% | 12,717 | $894K |
| Pinney & Scofield, Inc. | 0.68% | — | 12,710 | $893K |
| Sachetta, LLC | 0.35% | Add +0.1% | 12,675 | $891K |
| K2 Financial Inc. | 0.88% | — | 12,790 | $890K |
| Davidson Trust Co. | 0.46% | Add +11.2% | 12,644 | $889K |
| Bestgate Wealth Advisors, LLC | 1.78% | — | 12,590 | $885K |
| Kwmg, LLC | 0.09% | Reduce -1.2% | 12,588 | $885K |
| Legacy Private Trust Co. | 0.06% | Add +27.7% | 12,563 | $883K |
| Columbia Asset Management | 0.17% | Add +3.6% | 12,563 | $883K |
| PAX Financial Group, LLC | 0.16% | Add +8.3% | 12,532 | $881K |
| Trust Co. of Vermont | 0.04% | Add +48.5% | 12,528 | $880K |
| Breakwater Capital Group | 0.17% | Reduce -0.7% | 12,492 | $878K |
| NorthStar Asset Management LLC | 0.56% | Add +1.5% | 12,490 | $878K |
| KFG Wealth Management, LLC | 0.16% | Add +2.5% | 12,439 | $874K |
| Noesis Capital Mangement Corp. | 0.17% | Add +5.5% | 12,354 | $868K |
| American Trust | 0.07% | Add +283.0% | 12,351 | $868K |
| GAMMA Investing LLC | 0.07% | Add +21.4% | 12,326 | $866K |
| Cardinal Strategic Wealth Guidance | 0.27% | Add +4.6% | 12,274 | $863K |
| New Republic Capital, LLC | 0.56% | Reduce -33.4% | 12,231 | $860K |
| Evensky & Katz LLC | 0.06% | Reduce -5.4% | 12,201 | $857K |
| Koss-Olinger Consulting, LLC | 0.07% | Add +310.2% | 12,048 | $847K |
| Salem Investment Counselors Inc. | 0.03% | Add +0.0% | 12,010 | $844K |
| Clarendon Private LLC | 0.88% | — | 12,006 | $844K |
| Essex Bank | 0.21% | Add +21.6% | 12,004 | $844K |
| Trueblood Wealth Management, LLC | 0.41% | Add +55.1% | 11,961 | $841K |
| Sabal Trust CO | 0.05% | Reduce -11.6% | 11,897 | $836K |
| Gold Investment Management Ltd. | 0.35% | Add +0.4% | 11,848 | $833K |
| Ellenbecker Investment Group | 0.15% | Add +0.7% | 11,838 | $832K |
| Segall Bryant & Hamill, LLC | 0.01% | No change | 11,820 | $831K |
| Seven Springs Wealth Group, LLC | 0.32% | Reduce -0.2% | 11,816 | $830K |
| First Manhattan Co. Llc. | 0.00% | Add +25.3% | 11,756 | $826K |
| Destination Wealth Management | 0.03% | Add +2.5% | 11,727 | $824K |
| Two West Capital Advisors LLC | 0.70% | Reduce -15.7% | 11,700 | $822K |
| Westmount Partners, LLC | 0.25% | Reduce -0.4% | 11,692 | $822K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -1.3% | 11,661 | $820K |
| Signal Advisors Wealth, LLC | 0.09% | Reduce -12.4% | 11,614 | $816K |
| Prudential PLC | 0.00% | Reduce -32.4% | 11,500 | $808K |
| GDS Wealth Management | 0.07% | Add +12.7% | 11,490 | $808K |
| Modern Wealth Management, LLC | 0.03% | Add +39.4% | 11,454 | $805K |
| Beacon Financial Advisory LLC | 0.26% | Add +0.2% | 11,454 | $805K |
| Hilltop Holdings Inc. | 0.05% | Reduce -81.9% | 11,365 | $799K |
| Access Financial Services, Inc. | 0.36% | Add +14.4% | 11,362 | $799K |
| Garde Capital, Inc. | 0.05% | No change | 11,285 | $793K |
| Members Wealth LLC | 0.59% | — | 10,571 | $793K |
| CM Wealth Advisors LLC | 0.26% | Reduce -0.7% | 11,253 | $791K |
| Aurdan Capital Management, LLC | 0.30% | — | 11,134 | $782K |
| Ascentis Independent Advisors | 0.15% | Reduce -8.5% | 11,127 | $782K |
| Knightsbridge Asset Management, LLC | 0.18% | Reduce -59.1% | 11,117 | $781K |
| Shayne & Jacobs, LLC | 0.20% | No change | 11,049 | $777K |
| Truefg, LLC | 0.25% | Add +4.5% | 11,045 | $776K |
| Carolinas Wealth Consulting LLC | 0.15% | Reduce -5.6% | 11,000 | $773K |
| SouthState Bank Corp | 0.05% | Add +1.1% | 10,954 | $770K |
| Strategic Wealth Investment Group, LLC | 0.04% | New | 9,077 | $770K |
| West Michigan Advisors, LLC | 0.23% | Reduce -8.9% | 10,927 | $768K |
| PCG Asset Management, LLC | 0.67% | — | 10,911 | $767K |
| Cubist Systematic Strategies, LLC | 0.01% | New | 10,840 | $762K |
| Centaurus Financial, Inc. | 0.05% | Add +1.4% | 10,712 | $753K |
| VAUGHAN & Co SECURITIES, INC. | 0.45% | No change | 10,702 | $752K |
| Haverford Financial Services, Inc. | 0.23% | No change | 10,699 | $752K |
| Presilium Private Wealth, LLC | 0.17% | No change | 10,658 | $749K |
| Northwest Bank & Trust Co | 0.55% | Reduce -1.2% | 10,131 | $746K |
| Holland Advisory Services, Inc. | 0.97% | Reduce -4.3% | 10,613 | $746K |
| Dudley Capital Management, LLC | 0.38% | No change | 10,603 | $745K |
| QRG Capital Management, Inc. | 0.01% | Reduce -20.2% | 10,583 | $744K |
| Old Mission Investment Co LLC | 0.22% | Reduce -0.7% | 10,528 | $740K |
| MainStreet Investment Advisors LLC | 0.10% | Add +58.5% | 10,525 | $740K |
| Old Second National Bank of Aurora | 0.17% | Reduce -11.3% | 10,495 | $738K |
| Advisors Capital Management, LLC | 0.01% | Reduce -5.6% | 10,482 | $737K |
| Sand Hill Global Advisors, LLC | 0.03% | Add +15.4% | 10,481 | $737K |
| Strategic Wealth Partners, Ltd. | 0.06% | Add +3.5% | 9,692 | $736K |
| Investmark Advisory Group LLC | 0.36% | Add +2.5% | 10,444 | $734K |
| Noble Wealth Management PBC | 0.51% | — | 10,407 | $731K |
| CRA Financial Services, LLC | 0.12% | Reduce -0.5% | 10,356 | $728K |
| Jaffetilchin Investment Partners, LLC | 0.05% | Add +9.6% | 10,307 | $724K |
| First American Trust, FSB | 0.07% | Reduce -2.3% | 10,287 | $723K |
| Mitchell McLeod Pugh & Williams Inc. | 0.15% | Reduce -0.7% | 10,286 | $723K |
| Northeast Financial Group, Inc. | 0.28% | Add +75.2% | 10,249 | $720K |
| Quadcap Wealth Management, LLC | 0.11% | Reduce -13.0% | 10,239 | $720K |
| SeaCrest Wealth Management, LLC | 0.08% | Reduce -1.1% | 10,225 | $719K |
| Elevatus Welath Management | 0.25% | Reduce -11.2% | 10,216 | $718K |
| Wolff Wiese Magana LLC | 0.48% | Add +28.4% | 10,216 | $718K |
| Well Done, LLC | 0.13% | No change | 9,197 | $718K |
| Cadence Bank | 0.05% | Add +24.0% | 10,195 | $717K |
| Merriman Wealth Management, LLC | 0.03% | Reduce -15.4% | 10,187 | $716K |
| Lavaca Capital LLC | 0.31% | Add +1.0% | 10,175 | $715K |
| Stephens Inc. | 0.01% | Add +27.1% | 10,093 | $709K |
| First Commonwealth Financial Corp | 0.17% | No change | 10,046 | $706K |
| Crestline Management, L.P. | 0.02% | New | 10,000 | $703K |
| Beverly Hills Private Wealth, LLC | 0.14% | Add +5.3% | 9,999 | $703K |
| G&S Capital LLC | 0.29% | Reduce -7.2% | 9,983 | $702K |
| Mitchell Capital Management Co. | 0.12% | Reduce -19.4% | 9,949 | $699K |
| Wealth Management Partners, LLC | 0.30% | Add +0.1% | 9,943 | $699K |
| Private Wealth Advisors, LLC | 0.30% | Reduce -3.9% | 9,934 | $698K |
| Northside Capital Management, LLC | 0.19% | No change | 9,927 | $698K |
| Harbor Group, Inc. | 0.16% | Add +0.4% | 9,922 | $697K |
| FSC Wealth Advisors, LLC | 0.45% | Add +7.8% | 9,916 | $697K |
| tru Independence LLC | 0.22% | Add +0.7% | 9,868 | $694K |
| Tranquility Partners, LLC | 0.26% | Add +7.3% | 9,635 | $691K |
| Strategic Financial Concepts, LLC | 0.13% | Add +100.8% | 9,815 | $690K |
| First Financial Bankshares Inc | 0.01% | Reduce -2.2% | 9,807 | $689K |
| Forum Financial Management, LP | 0.01% | Add +198.0% | 9,756 | $686K |
| Genesis Wealth Advisors, LLC | 0.60% | — | 9,753 | $685K |
| Chicago Capital, LLC | 0.02% | Add +92.1% | 9,747 | $685K |
| Verum Partners LLC | 0.20% | Reduce -2.6% | 9,723 | $683K |
| Patron Partners, LLC | 0.37% | Reduce -14.4% | 9,669 | $680K |
| Silver Oak Securities, Incorporated | 0.06% | Reduce -19.2% | 9,656 | $679K |
| TD Capital Management LLC | 0.07% | Add +0.3% | 9,652 | $678K |
| REAP Financial Group, LLC | 0.17% | Add +3.1% | 9,615 | $676K |
| Adero Partners, LLC | 0.04% | Reduce -1.6% | 9,540 | $670K |
| Goelzer Investment Management, Inc. | 0.04% | Add +265.6% | 9,534 | $670K |
| Summit Wealth & Retirement Planning, Inc. | 0.21% | New | 9,518 | $669K |
| HUB Investment Partners, LLC | 0.03% | Reduce -7.6% | 9,501 | $668K |
| MV Capital Management, Inc. | 0.07% | Reduce -26.4% | 9,500 | $668K |
| Savvy Advisors, Inc. | 0.08% | Reduce -4.2% | 9,482 | $666K |
| Investor's Fiduciary Advisor Network, LLC | 0.26% | — | 9,488 | $666K |
| Aspen Wealth Management LLC | 0.20% | Reduce -8.9% | 9,437 | $663K |
| Schrum Private Wealth Management LLC | 0.56% | Reduce -20.2% | 9,434 | $663K |
| RCS Financial Planning, LLC | 0.35% | Reduce -0.0% | 9,421 | $662K |
| Landing Point Financial Group, LLC | 0.50% | — | 8,797 | $660K |
| Mission Creek Capital Partners, Inc. | 0.14% | Add +0.5% | 9,309 | $654K |
| Cobblestone Capital Advisors LLC | 0.04% | No change | 9,280 | $652K |
| KDK Private Wealth Management, LLC | 0.68% | — | 9,259 | $651K |
| CFO4Life Group, LLC | 0.11% | Add +4.9% | 9,228 | $649K |
| One Wealth Advisors, LLC | 0.10% | Reduce -1.1% | 9,224 | $648K |
| Bar Harbor Wealth Management | 0.04% | Add +7.3% | 9,207 | $647K |
| Plan A Wealth LLC | 0.59% | — | 9,184 | $645K |
| Fairvoy Private Wealth, LLC | 0.17% | — | 9,140 | $642K |
| Amplius Wealth Advisors, LLC | 0.07% | Add +135.9% | 9,130 | $642K |
| Navalign, LLC | 0.19% | Add +1.2% | 9,118 | $641K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.04% | Add +2.6% | 9,087 | $639K |
| Talisman Wealth Advisors LLC | 0.68% | Reduce -7.3% | 9,067 | $637K |
| Human Investing LLC | 0.11% | Add +3.0% | 9,033 | $635K |
| International Assets Investment Management, LLC | 0.05% | New | 9,022 | $633K |
| Sandy Spring Bank | 0.03% | Reduce -1.0% | 8,981 | $631K |
| Quad-Cities Investment Group, LLC | 0.31% | Add +6.6% | 8,968 | $630K |
| Gryphon Financial Partners LLC | 0.09% | Add +8.4% | 8,958 | $630K |
| KWB Wealth | 0.08% | Reduce -1.4% | 8,051 | $628K |
| Continental Investors Services, Inc. | 1.25% | Add +8.0% | 8,888 | $628K |
| Smith, Moore & Co. | 0.06% | Add +11.7% | 8,927 | $627K |
| Catalyst Private Wealth, LLC | 0.28% | No change | 8,915 | $627K |
| Forte Asset Management LLC | 0.33% | No change | 8,909 | $626K |
| Private Wealth Partners, LLC | 0.05% | Add +25.5% | 8,886 | $625K |
| Atlantic Union Bankshares Corp | 0.04% | Add +0.9% | 8,856 | $622K |
| Talon Private Wealth, LLC | 0.13% | Reduce -1.2% | 8,789 | $618K |
| Partners in Financial Planning | 0.13% | Add +26.4% | 8,777 | $617K |
| Glass Jacobson Investment Advisors llc | 0.20% | Add +2.0% | 8,716 | $613K |
| CPC Advisors, LLC | 0.08% | Reduce -23.3% | 8,690 | $611K |
| Barrett & Company, Inc. | 0.26% | Add +3.3% | 8,634 | $607K |
| Fermata Advisors, LLC | 0.11% | Reduce -0.0% | 8,592 | $604K |
| MorganRosel Wealth Management, LLC | 0.20% | Add +78.0% | 8,558 | $601K |
| Vista Investment Partners Ii, LLC | 0.35% | — | 8,544 | $600K |
| Lyell Wealth Management, LP | 0.05% | No change | 8,535 | $600K |
| First National Bank Sioux Falls | 0.25% | Reduce -1.2% | 8,503 | $598K |
| Ethos Financial Group, LLC | 0.08% | Reduce -2.8% | 8,483 | $596K |
| Headinvest, LLC | 0.11% | Add +8.4% | 8,405 | $591K |
| GW&K Investment Management, LLC | 0.01% | No change | 8,380 | $589K |
| Certuity, LLC | 0.06% | Add +59.4% | 8,324 | $585K |
| 2UniFi Bank | 0.39% | — | 8,311 | $584K |
| TD Waterhouse Canada Inc. | 0.00% | Add +5.3% | 8,303 | $584K |
| Richards, Merrill & Peterson, Inc. | 0.30% | — | 8,259 | $580K |
| Sovran Advisors, LLC | 0.08% | — | 8,302 | $579K |
| River Street Advisors LLC | 0.30% | Reduce -54.6% | 8,243 | $579K |
| New World Advisors LLC | 0.14% | Add +3.1% | 8,153 | $573K |
| WealthShield Partners, LLC | 0.08% | Add +0.7% | 8,016 | $563K |
| City Holding Co. | 0.08% | No change | 8,003 | $562K |
| XTX Topco Ltd | 0.05% | New | 7,941 | $558K |
| Insight Inv LLC | 0.39% | New | 7,937 | $558K |
| Cypress Point Wealth Management, LLC | 0.17% | No change | 7,914 | $556K |
| Blue Chip Partners, LLC | 0.05% | Add +7.7% | 7,907 | $556K |
| Blue Oak Capital, LLC | 0.34% | — | 7,850 | $552K |
| Sachem Hill LLC | 0.11% | No change | 7,837 | $551K |
| Voisard Asset Management Group, Inc. | 0.18% | Reduce -2.7% | 7,825 | $550K |
| Davis R M Inc. | 0.01% | Add +33.0% | 7,822 | $550K |
| GM Advisory Group, LLC | 0.03% | Add +32.3% | 7,808 | $549K |
| Peak Planning Group, LLC | 0.23% | Add +3.9% | 7,804 | $548K |
| SOA Wealth Advisors, LLC. | 0.10% | Reduce -1.0% | 7,785 | $547K |
| Wise Wealth Partners | 1.35% | — | 7,765 | $546K |
| Sandhill Capital Partners LLC | 0.04% | Reduce -10.4% | 7,727 | $543K |
| Selective Wealth Management, Inc. | 0.22% | Add +2.1% | 7,764 | $542K |
| Moors & Cabot, Inc. | 0.03% | Add +90.9% | 7,684 | $540K |
| Nicolet Advisory Services, LLC | 0.05% | Reduce -17.4% | 7,724 | $539K |
| Planning Alternatives Ltd. | 0.08% | Reduce -6.0% | 7,647 | $537K |
| Grand Wealth Management, LLC | 0.30% | No change | 7,630 | $536K |
| Hengehold Capital Management LLC | 0.05% | Reduce -4.6% | 7,588 | $533K |
| Key Financial Inc | 0.12% | Add +7.6% | 7,586 | $533K |
| CoreCap Advisors, LLC | 0.02% | Add +37.3% | 7,580 | $533K |
| Hazlett, Burt & Watson, Inc. | 0.23% | Add +0.0% | 7,540 | $531K |
| RVW Wealth, LLC | 0.05% | No change | 7,536 | $530K |
| Stonebridge Capital Advisors LLC | 0.04% | Add +2.9% | 7,499 | $527K |
| Tidemark, LLC | 0.20% | Reduce -1.3% | 7,491 | $526K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Reduce -4.0% | 7,483 | $526K |
| Cypress Wealth Services, LLC | 0.11% | Reduce -0.2% | 7,471 | $525K |
| Live Oak Private Wealth LLC | 0.09% | Reduce -4.2% | 7,462 | $524K |
| Next Level Wealth Planning, LLC | 0.41% | — | 7,435 | $523K |
| Hill Investment Group Partners, LLC | 0.07% | New | 7,422 | $522K |
| Armstrong, Fleming & Moore, Inc | 0.32% | No change | 7,398 | $520K |
| Moss Adams Wealth Advisors LLC | 0.05% | Reduce -11.9% | 7,387 | $519K |
| Founders Financial Alliance, LLC | 0.14% | Reduce -0.1% | 7,361 | $517K |
| FPC Investment Advisory, Inc. | 0.38% | New | 7,023 | $517K |
| FSM Wealth Advisors, LLC | 0.13% | Add +109.1% | 7,271 | $516K |
| Regatta Capital Group, LLC | 0.10% | Reduce -2.7% | 7,311 | $514K |
| CBIZ Investment Advisory Services, LLC | 0.03% | Add +1.1% | 7,302 | $513K |
| Simmons Bank | 0.04% | Add +5.6% | 7,299 | $513K |
| Cornell Pochily Investment Advisors, Inc. | 0.18% | Reduce -0.2% | 7,279 | $512K |
| Summit Investment Advisors, Inc. | 0.45% | — | 6,725 | $511K |
| Naples Global Advisors, LLC | 0.05% | Reduce -0.8% | 7,215 | $507K |
| Mosaic Family Wealth Partners, LLC | 0.07% | Add +5.1% | 7,208 | $507K |
| Concorde Asset Management, LLC | 0.26% | Reduce -3.3% | 7,196 | $506K |
| Maltin Wealth Management, Inc. | 0.25% | Add +1.7% | 7,192 | $505K |
| Sunbeam Capital Management, LLC | 0.47% | — | 7,188 | $505K |
| Institute for Wealth Management, LLC. | 0.06% | Add +1.6% | 7,183 | $505K |
| Private Portfolio Partners LLC | 0.09% | Add +4.0% | 7,096 | $499K |
| Hilltop Wealth Advisors, LLC | 0.25% | No change | 7,070 | $497K |
| SteelPeak Wealth, LLC | 0.02% | New | 7,057 | $496K |
| Archer Investment Corp | 0.13% | Reduce -2.4% | 7,048 | $495K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +42.5% | 7,037 | $495K |
| Capital Group Private Client Services, Inc. | 0.00% | Add +1.6% | 7,036 | $495K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 6,990 | $491K |
| Smith Thornton Advisors LLC | 0.31% | Add +7.0% | 6,970 | $490K |
| Keel Point, LLC | 0.04% | Add +1.9% | 6,912 | $486K |
| Impact Capital Partners LLC | 0.17% | — | 6,895 | $485K |
| Horizon Wealth Management, LLC | 0.08% | New | 6,884 | $484K |
| LJI Wealth Management, LLC | 0.09% | Reduce -31.6% | 6,853 | $482K |
| Ironwood Financial, llc | 0.10% | Reduce -0.6% | 6,840 | $481K |
| Kraft, Davis & Associates, LLC | 0.14% | Add +2.2% | 6,416 | $480K |
| Keudell/Morrison Wealth Management | 0.12% | Add +0.7% | 6,773 | $476K |
| Vista Capital Partners, Inc. | 0.06% | New | 6,768 | $476K |
| B.O.S.S. Retirement Advisors, LLC | 0.13% | New | 6,750 | $474K |
| CPA Asset Management Group, LLC | 0.22% | Reduce -1.4% | 6,704 | $471K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.9% | 6,693 | $470K |
| BluePointe Capital Management, LLC | 0.27% | Reduce -4.0% | 6,676 | $469K |
| Crux Wealth Advisors | 0.26% | — | 6,646 | $467K |
| International Private Wealth Advisors LLC | 0.46% | Add +6.7% | 6,646 | $467K |
| Petra Financial Advisors Inc. | 0.32% | Reduce -0.0% | 6,635 | $466K |
| Elevation Wealth Partners, LLC | 0.20% | Reduce -9.5% | 6,629 | $466K |
| Willis Johnson & Associates, Inc. | 0.04% | Reduce -17.9% | 6,607 | $464K |
| Advisor OS, LLC | 0.05% | Add +8.5% | 6,584 | $463K |
| Gray Private Wealth, LLC | 0.27% | Add +77.6% | 6,561 | $461K |
| BCGM Wealth Management, LLC | 0.15% | Reduce -5.2% | 6,559 | $461K |
| Versant Capital Management, Inc | 0.10% | Add +96.1% | 6,552 | $460K |
| Centurion Wealth Management LLC | 0.14% | Reduce -4.6% | 6,549 | $460K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 6,548 | $460K |
| Ally Invest Advisors Inc. | 0.04% | Add +1.9% | 6,544 | $460K |
| Sebold Capital Management, Inc. | 0.31% | No change | 6,536 | $459K |
| Sprinkle Financial Consultants LLC | 0.31% | Reduce -0.2% | 6,520 | $458K |
| Rathbones Group PLC | 0.00% | Add +6.8% | 6,517 | $458K |
| GWN Securities Inc. | 0.12% | — | 6,409 | $454K |
| Gradient Capital Advisors, LLC | 0.15% | Reduce -0.1% | 6,458 | $454K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | No change | 6,457 | $454K |
| Arax Advisory Partners | 0.03% | Add +166.8% | 6,433 | $452K |
| River Wealth Advisors LLC | 0.06% | Add +7.8% | 6,390 | $449K |
| Enzi Wealth | 0.17% | Reduce -18.8% | 6,173 | $448K |
| BlackDiamond Wealth Management, LLC | 0.26% | Add +3.4% | 6,346 | $446K |
| Joel Isaacson & Co., LLC | 0.02% | Add +2.0% | 6,325 | $445K |
| Kennebec Savings Bank | 0.45% | Add +0.1% | 6,388 | $444K |
| Accredited Investors Inc. | 0.03% | No change | 6,264 | $440K |
| EPG Wealth Management LLC | 0.12% | Reduce -18.0% | 6,234 | $438K |
| Townsend Asset Management Corp. /NC/ | 0.16% | Add +0.2% | 6,182 | $434K |
| Blue Barn Wealth, LLC | 0.23% | Add +24.5% | 6,176 | $434K |
| Community Financial Services Group, LLC | 0.09% | No change | 6,171 | $434K |
| MontVue Capital Management, Inc. | 0.33% | No change | 6,148 | $432K |
| Financial Perspectives, Inc | 0.14% | Add +10.1% | 6,136 | $431K |
| WPG Advisers, LLC | 0.40% | — | 6,132 | $431K |
| Focus Financial Network, Inc. | 0.02% | Add +9.5% | 6,105 | $429K |
| LPF Advisors LLC | 0.36% | No change | 6,090 | $428K |
| Clarkston Capital Partners, LLC | 0.01% | No change | 6,086 | $428K |
| TrinityPoint Wealth, LLC | 0.06% | Add +8.5% | 6,085 | $428K |
| Baker Tilly Wealth Management, LLC | 0.17% | New | 6,039 | $424K |
| First National Bank of Hutchinson | 0.26% | Reduce -28.4% | 6,025 | $423K |
| Cypress Capital Group | 0.05% | Reduce -38.7% | 6,020 | $423K |
| Phillips Wealth Planners LLC | 0.42% | Add +14.5% | 6,036 | $421K |
| Financial Management Professionals, Inc. | 0.05% | Reduce -2.2% | 5,973 | $420K |
| MTM Financial Group, LLC | 0.25% | Add +40.5% | 5,959 | $419K |
| Richardson Financial Services Inc. | 0.29% | Reduce -5.7% | 5,941 | $418K |
| Sensible Money, LLC | 0.18% | Add +0.4% | 5,892 | $414K |
| Elite Life Management LLC | 1.22% | No change | 5,884 | $414K |
| Kovack Advisors, Inc. | 0.04% | Reduce -1.2% | 5,874 | $413K |
| Fairman Group, LLC | 0.34% | Add +278.0% | 5,871 | $413K |
| Chicago Wealth Management, Inc. | 0.21% | Reduce -22.0% | 5,865 | $412K |
| Sound Income Strategies, LLC | 0.03% | Add +0.3% | 5,844 | $411K |
| D'Orazio & Associates, Inc. | 0.06% | Add +0.5% | 5,839 | $410K |
| Red Door Wealth Management, LLC | 0.06% | Add +0.3% | 5,769 | $405K |
| Alta Wealth Advisors LLC | 0.18% | Add +63.3% | 5,760 | $405K |
| NWF Advisory Services Inc. | 0.06% | New | 5,750 | $404K |
| DDFG, Inc | 0.12% | Add +1.2% | 5,727 | $402K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.16% | No change | 5,726 | $402K |
| MidAtlantic Capital Management, Inc. | 0.29% | Reduce -12.5% | 5,719 | $402K |
| Farrow Financial, Inc. | 0.26% | Reduce -91.0% | 5,683 | $400K |
| Birch Hill Investment Advisors LLC | 0.02% | Add +29.0% | 5,666 | $398K |
| Procyon Advisors, LLC | 0.03% | Reduce -48.1% | 5,662 | $398K |
| Eaton Financial Holdings Company, LLC | 0.15% | Add +1.1% | 5,657 | $398K |
| Advisor Resource Council | 0.28% | New | 5,649 | $397K |
| Berkeley, Inc | 0.20% | Reduce -49.8% | 5,634 | $396K |
| MBA Advisors LLC | 0.20% | Reduce -0.3% | 5,630 | $396K |
| Petros Family Wealth, LLC | 0.43% | — | 5,621 | $395K |
| Burke & Herbert Bank & Trust Co. | 0.09% | No change | 5,613 | $394K |
| Leverty Financial Group, LLC | 0.20% | Reduce -0.2% | 5,606 | $394K |
| Efficient Advisors, LLC | 0.03% | Add +5.5% | 5,601 | $394K |
| Swan Global Investments, LLC | 0.02% | New | 5,598 | $393K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | New | 5,594 | $393K |
| Mayfair Advisory Group, LLC | 0.23% | No change | 5,577 | $392K |
| Kathmere Capital Management, LLC | 0.04% | Add +22.6% | 5,551 | $390K |
| Centennial Wealth Advisory LLC | 0.15% | Reduce -33.7% | 5,544 | $390K |
| Kondo Wealth Advisors, Inc. | 0.20% | — | 5,504 | $387K |
| Fortitude Family Office, LLC | 0.14% | No change | 5,503 | $387K |
| Maryland Capital Advisors Inc. | 0.18% | No change | 5,497 | $386K |
| Northwest Capital Management Inc | 0.17% | Add +16.7% | 5,493 | $386K |
| Radnor Capital Management, LLC | 0.06% | Reduce -14.2% | 5,492 | $386K |
| Team Hewins, LLC | 0.15% | No change | 5,492 | $386K |
| Little House Capital LLC | 0.11% | Reduce -1.8% | 5,483 | $385K |
| Insigneo Advisory Services, LLC | 0.04% | Add +20.2% | 5,476 | $385K |
| TCI Wealth Advisors, Inc. | 0.03% | Reduce -3.9% | 5,472 | $385K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.03% | No change | 5,466 | $384K |
| Golden Road Advisors LLC | 0.29% | Add +1.0% | 5,464 | $384K |
| Squarepoint Ops LLC | 0.00% | New | 5,460 | $384K |
| Root Financial Partners, LLC | 0.05% | Add +41.6% | 5,449 | $383K |
| EnRich Financial Partners LLC | 0.13% | No change | 5,434 | $382K |
| Investors Research Corp | 0.08% | No change | 5,430 | $382K |
| Belpointe Asset Management LLC | 0.02% | Add +1.4% | 4,917 | $380K |
| Paragon Private Wealth Management, LLC | 0.17% | New | 5,377 | $378K |
| Grey Ledge Advisors, LLC | 0.10% | Reduce -44.4% | 5,367 | $377K |
| Whipplewood Advisors, LLC | 0.21% | — | 5,356 | $376K |
| Everstar Asset Management, LLC | 0.27% | Add +35.5% | 5,355 | $376K |
| Capital Advisors Inc. | 0.01% | Reduce -98.6% | 5,350 | $376K |
| Oarsman Capital, Inc. | 0.07% | Reduce -2.7% | 5,346 | $376K |
| Trust Co | 0.04% | Add +0.3% | 5,337 | $375K |
| Lake Street Private Wealth, LLC | 0.06% | Add +1.6% | 5,334 | $375K |
| Vertex Planning Partners, LLC | 0.08% | Add +2.4% | 5,305 | $373K |
| Berger Financial Group, Inc | 0.03% | Add +0.7% | 5,270 | $370K |
| Range Financial Group LLC | 0.17% | Add +17.6% | 5,267 | $370K |
| Elgethun Capital Management | 0.09% | Add +0.4% | 5,256 | $369K |
| Bourgeon Capital Management LLC | 0.07% | No change | 5,251 | $369K |
| Inlet Private Wealth, LLC | 0.10% | Reduce -1.9% | 5,244 | $369K |
| GC Wealth Management RIA, LLC | 0.06% | Reduce -15.1% | 5,239 | $368K |
| Watts Gwilliam & Co., LLC | 0.08% | No change | 5,178 | $368K |
| Sage Mountain Advisors LLC | 0.03% | Add +14.8% | 5,228 | $367K |
| Marble Harbor Investment Counsel, LLC | 0.04% | No change | 5,223 | $367K |
| Gould Asset Management LLC | 0.08% | No change | 5,222 | $367K |
| Appleton Partners Inc. | 0.03% | Add +8.3% | 5,218 | $367K |
| Mullaney, Keating & Wright, Inc. | 0.25% | Reduce -3.6% | 5,212 | $366K |
| Financial Life Advisors | 0.14% | Reduce -4.8% | 5,211 | $366K |
| Olde Wealth Management, LLC | 0.13% | Reduce -0.4% | 5,219 | $366K |
| MAS Advisors LLC | 0.61% | No change | 5,201 | $366K |
| Copia Wealth Management | 0.35% | — | 5,201 | $366K |
| Rosenberg Matthew Hamilton | 0.10% | Reduce -1.0% | 5,200 | $365K |
| American Capital Advisory, LLC | 0.20% | Add +1.9% | 5,178 | $364K |
| TPG Financial Advisors, LLC | 0.16% | Add +7.7% | 5,150 | $362K |
| High Falls Advisors, Inc | 0.08% | Reduce -9.2% | 5,130 | $361K |
| Compass Financial Services Inc | 0.20% | — | 5,126 | $360K |
| Benjamin Edwards Inc. | 0.01% | Add +23.1% | 5,124 | $360K |
| Hills Bank & Trust Co | 0.03% | Reduce -1.7% | 5,117 | $360K |
| GSG Advisors LLC | 0.11% | Add +1.0% | 5,093 | $358K |
| Gateway Wealth Partners, LLC | 0.09% | Add +15.8% | 5,079 | $357K |
| Millington Financial Advisors, LLC | 0.21% | New | 4,885 | $356K |
| MJP Associates Inc. | 0.06% | Add +0.1% | 5,055 | $355K |
| Retirement Planning Group, LLC | 0.02% | Add +36.5% | 5,047 | $355K |
| LaSalle St. Investment Advisors, LLC | 0.11% | Add +36.9% | 5,031 | $353K |
| Liberty Square Wealth Partners LLC | 0.13% | — | 4,638 | $352K |
| Rockland Trust Co. | 0.02% | Add +45.6% | 5,006 | $352K |
| Anchor Capital Advisors LLC | 0.01% | No change | 4,975 | $350K |
| Theory Financial LLC | 0.15% | Add +11.2% | 4,954 | $348K |
| Shared Vision Wealth Group LLC | 0.18% | New | 4,952 | $348K |
| CGN Advisors LLC | 0.03% | Reduce -13.6% | 4,911 | $345K |
| Southern Style Financial, Inc. | 0.28% | — | 4,862 | $343K |
| RTD Financial Advisors, Inc. | 0.04% | Reduce -1.4% | 4,861 | $342K |
| Golden State Wealth Management, LLC | 0.05% | — | 4,852 | $341K |
| M1 Capital Management LLC | 0.18% | — | 4,848 | $341K |
| Burt Wealth Advisors | 0.09% | Add +0.3% | 4,846 | $341K |
| Quantum Private Wealth, LLC | 0.11% | No change | 4,831 | $340K |
| Headlands Technologies LLC | 0.03% | Reduce -44.2% | 4,825 | $339K |
| Cairn Investment Group, Inc. | 0.20% | No change | 4,811 | $338K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -15.2% | 4,739 | $333K |
| Tran Capital Management, L.P. | 0.04% | No change | 4,740 | $333K |
| RDA Financial Network | 0.10% | Reduce -38.8% | 4,728 | $332K |
| WMS Partners, LLC | 0.02% | Add +61.0% | 4,724 | $332K |
| Dakota Wealth Management | 0.01% | Reduce -6.0% | 4,718 | $332K |
| HRC Wealth Management, LLC | 0.20% | Add +4.7% | 4,694 | $330K |
| Satovsky Asset Management LLC | 0.08% | Reduce -5.3% | 4,680 | $329K |
| Round Rock Advisors LLC | 0.07% | Reduce -8.3% | 4,673 | $328K |
| CVFG LLC | 0.30% | — | 4,667 | $328K |
| Keb Asset Management, LLC | 0.09% | Add +1.5% | 4,659 | $327K |
| PBMares Wealth Management LLC | 0.07% | Add +14.6% | 4,651 | $327K |
| Stolper Co | 0.11% | Reduce -1.8% | 4,636 | $326K |
| First Financial Corp. | 0.15% | Add +6.2% | 4,614 | $324K |
| Uptick Partners, LLC | 0.12% | Add +7.3% | 4,613 | $324K |
| Pennington Partners & Co., LLC | 0.16% | — | 4,612 | $324K |
| Dearborn Partners LLC | 0.01% | No change | 4,612 | $324K |
| Adams Wealth Management | 0.06% | Reduce -2.5% | 4,607 | $324K |
| CacheTech Inc. | 0.06% | Reduce -2.5% | 4,607 | $324K |
| Ballast Advisors LLC | 0.10% | Reduce -1.6% | 4,594 | $323K |
| GLOBALT Investments LLC / GA | 0.01% | Add +7.7% | 4,592 | $323K |
| Madison Asset Management, LLC | 0.00% | No change | 4,581 | $322K |
| Madison Investment Advisors, LLC | 0.00% | — | 4,581 | $322K |
| Brown, Lisle/Cummings, Inc. | 0.10% | No change | 4,569 | $321K |
| Causey Wealth LLC | 0.19% | — | 4,567 | $321K |
| Sentinel Pension Advisors, LLC | 0.06% | No change | 4,565 | $321K |
| Lifelong Wealth Advisors, Inc. | 0.14% | — | 4,565 | $321K |
| Payne Capital Management, LLC | 0.14% | — | 4,540 | $319K |
| Obermeyer Wealth Partners | 0.02% | Add +3.1% | 4,527 | $318K |
| Optivise Advisory Services LLC | 0.17% | Add +9.7% | 4,514 | $317K |
| Gries Financial LLC | 0.06% | Add +0.2% | 4,514 | $317K |
| Kera Capital Partners, Inc. | 0.09% | — | 4,504 | $317K |
| Sfmg, LLC | 0.02% | Add +8.5% | 4,494 | $316K |
| Pflug Koory, LLC | 0.02% | No change | 4,493 | $316K |
| Samalin Investment Counsel, LLC | 0.13% | New | 4,464 | $314K |
| Christopher J. Hasenberg, Inc | 0.13% | Add +2.8% | 4,461 | $314K |
| Hurley Capital, LLC | 0.25% | — | 4,429 | $312K |
| BridgePort Financial Solutions, LLC | 0.14% | — | 4,134 | $312K |
| Nixon Peabody Trust Co. | 0.03% | Add +10.8% | 4,430 | $311K |
| Rowlandmiller & Partners.adv | 0.06% | Add +1.3% | 4,416 | $310K |
| Edgemoor Investment Advisors, Inc. | 0.03% | No change | 4,412 | $310K |
| Legacy Financial Group LLC | 0.05% | New | 4,408 | $310K |
| State Farm Mutual Automobile Insurance Co. | 0.00% | New | 4,386 | $308K |
| Vista Investment Management | 0.12% | No change | 4,383 | $308K |
| Norris Perne & French LLP | 0.02% | No change | 4,378 | $308K |
| Wealth Group, Ltd. | 0.20% | New | 4,373 | $307K |
| Measured Wealth Private Client Group, LLC | 0.10% | New | 4,366 | $307K |
| Argent Capital Management LLC | 0.01% | No change | 4,340 | $305K |
| Chapin Davis, Inc. | 0.10% | No change | 3,900 | $304K |
| Hunter Associates Investment Management LLC | 0.05% | New | 4,321 | $304K |
| Goldstone Financial Group, LLC | 0.05% | New | 4,317 | $303K |
| Lowe Wealth Advisors, LLC | 0.13% | Reduce -7.3% | 4,317 | $303K |
| Maripau Wealth Management LLC | 0.18% | New | 4,310 | $303K |
| KFA Private Wealth Group, LLC | 0.13% | Reduce -20.3% | 4,302 | $302K |
| Vise Technologies, Inc. | 0.03% | Add +10.9% | 4,301 | $302K |
| LexAurum Advisors, LLC | 0.06% | New | 4,260 | $299K |
| Secure Asset Management, LLC | 0.05% | Reduce -25.2% | 4,259 | $299K |
| Calydon Capital | 0.06% | New | 4,255 | $299K |
| Resurgent Financial Advisors LLC | 0.18% | Reduce -65.6% | 4,245 | $298K |
| Twelve Points Wealth Management LLC | 0.09% | Reduce -11.4% | 4,240 | $298K |
| Canandaigua National Trust Co of Florida | 0.23% | No change | 4,230 | $297K |
| Lindenwold Advisors, INC | 0.16% | New | 4,216 | $296K |
| Vident Advisory, LLC | 0.01% | Add +17.7% | 4,215 | $296K |
| Occidental Asset Management, LLC | 0.05% | Reduce -84.7% | 4,212 | $296K |
| Financial Gravity Companies, Inc. | 0.07% | Reduce -4.3% | 4,207 | $296K |
| Modus Advisors, LLC | 0.09% | Reduce -2.7% | 4,200 | $295K |
| Gemmer Asset Management LLC | 0.03% | Add +26.2% | 4,190 | $294K |
| Total Wealth Planning, LLC | 0.05% | No change | 4,173 | $293K |
| Aerodigm Wealth, LLC | 0.18% | New | 4,171 | $293K |
| Olistico Wealth, LLC | 0.17% | Reduce -22.0% | 4,170 | $293K |
| Insight Advisors, LLC/ PA | 0.05% | Reduce -1.8% | 4,160 | $293K |
| Requisite Capital Management, LLC | 0.06% | New | 4,162 | $293K |
| Quadrature Capital Ltd | 0.01% | New | 4,147 | $292K |
| Alamar Capital Management, LLC | 0.16% | No change | 4,142 | $291K |
| American National Bank & Trust | 0.03% | Reduce -0.8% | 4,138 | $291K |
| United Bank | 0.03% | Reduce -23.3% | 4,110 | $289K |
| Advisory Alpha, LLC | 0.01% | New | 4,094 | $288K |
| Embree Financial Group | 0.05% | Reduce -0.6% | 4,062 | $286K |
| VERITY Wealth Advisors | 0.21% | No change | 4,050 | $285K |
| Confluence Investment Management LLC | 0.00% | New | 4,043 | $284K |
| Holcombe Financial, Inc. | 0.23% | — | 4,033 | $283K |
| GatePass Capital, LLC | 0.31% | — | 4,029 | $283K |
| Unique Wealth, LLC | 0.06% | New | 4,028 | $283K |
| Peak Retirement Planning, Inc. | 0.19% | — | 4,003 | $281K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +5.7% | 3,982 | $280K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Reduce -1.1% | 3,951 | $278K |
| White Pine Capital LLC | 0.09% | No change | 3,940 | $277K |
| Landmark Wealth Management, LLC | 0.12% | Add +0.4% | 3,931 | $276K |
| PUREfi Wealth, LLC | 0.27% | — | 3,909 | $275K |
| Jamison Private Wealth Management, Inc. | 0.04% | Reduce -0.7% | 3,900 | $274K |
| Huntleigh Advisors, Inc. | 0.06% | — | 3,866 | $272K |
| AssuredPartners Investment Advisors, LLC | 0.05% | — | 3,858 | $271K |
| Vontobel Holding Ltd. | 0.00% | New | 3,846 | $270K |
| LVW Advisors, LLC | 0.03% | New | 3,841 | $270K |
| Roberts Glore & Co. Inc. | 0.08% | No change | 3,835 | $270K |
| ESL Trust Services, LLC | 0.06% | Reduce -9.7% | 3,828 | $269K |
| Steigerwald, Gordon & Koch Inc. | 0.03% | No change | 3,817 | $268K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 3,817 | $268K |
| Balanced Rock Investment Advisors LLC | 0.21% | Reduce -2.7% | 3,805 | $267K |
| Serenus Wealth Advisors, LLC | 0.05% | — | 3,801 | $267K |
| Altus Wealth Group LLC | 0.12% | Reduce -33.5% | 3,779 | $266K |
| Meridian Management Co. | 0.07% | Reduce -46.1% | 3,776 | $265K |
| KOM Wealth Management Group, LLC | 0.20% | Reduce -13.2% | 3,763 | $265K |
| Seascape Capital Management | 0.09% | No change | 3,750 | $264K |
| Fiduciary Alliance LLC | 0.03% | Add +11.0% | 3,756 | $264K |
| Total Clarity Wealth Management, Inc. | 0.09% | No change | 3,754 | $264K |
| Frazier Financial Advisors, LLC | 0.21% | Add +37.7% | 3,742 | $263K |
| Rossby Financial, LCC | 0.17% | — | 3,733 | $262K |
| Leo Wealth, LLC | 0.02% | Add +1.6% | 3,721 | $262K |
| Twin Peaks Wealth Advisors, LLC | 0.11% | Add +23.6% | 3,712 | $261K |
| M.E. Allison & Co., Inc. | 0.29% | — | 3,706 | $260K |
| FSB Premier Wealth Management, Inc. | 0.10% | Add +30.7% | 3,690 | $259K |
| Walkner Condon Financial Advisors LLC | 0.05% | New | 3,690 | $259K |
| Winthrop Advisory Group LLC | 0.03% | Add +4.3% | 3,666 | $258K |
| Mosaic Financial Group, LLC | 0.18% | Add +1.0% | 3,651 | $257K |
| Brand Asset Management Group, Inc. | 0.10% | Reduce -5.3% | 3,656 | $257K |
| Beacon Capital Management, LLC | 0.03% | Reduce -13.2% | 3,655 | $257K |
| Atlas Private Wealth Advisors | 0.04% | Add +0.0% | 3,649 | $256K |
| Pines Wealth Management, LLC | 0.11% | — | 3,667 | $256K |
| Thrive Wealth Management, LLC | 0.05% | Add +0.5% | 3,634 | $255K |
| Key Client Fiduciary Advisors, LLC | 0.11% | No change | 3,631 | $255K |
| Trust Co of the South | 0.05% | No change | 3,617 | $254K |
| Aureus Asset Management, LLC | 0.02% | Reduce -0.1% | 3,611 | $254K |
| XML Financial, LLC | 0.02% | Add +7.9% | 3,604 | $253K |
| Anchor Investment Management, LLC | 0.02% | Reduce -9.2% | 3,600 | $253K |
| Seeds Investor LLC | 0.07% | Reduce -1.1% | 3,591 | $252K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -6.0% | 3,567 | $251K |
| Formidable Asset Management, LLC | 0.04% | Add +0.2% | 3,563 | $250K |
| Towne Trust Company, N.A | 0.09% | New | 3,555 | $250K |
| Destiny Wealth Partners, LLC | 0.04% | Add +29.7% | 3,554 | $250K |
| Register Financial Advisors LLC | 0.13% | Reduce -13.8% | 3,546 | $249K |
| Carnegie Investment Counsel | 0.01% | Reduce -12.0% | 3,542 | $249K |
| Barr E S & Co. | 0.01% | No change | 3,525 | $248K |
| Thomasville National Bank | 0.02% | Reduce -1.9% | 3,509 | $247K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -35.9% | 3,486 | $245K |
| Nicollet Investment Management, Inc. | 0.08% | New | 3,482 | $245K |
| HighMark Wealth Management LLC | 0.14% | Add +12.5% | 3,484 | $245K |
| Heritage Wealth Management, Inc. | 0.08% | Add +5.7% | 3,481 | $245K |
| My Legacy Advisors, LLC | 0.09% | New | 3,459 | $244K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -1.1% | 3,471 | $244K |
| Financial Sense Advisors, Inc. | 0.08% | Reduce -61.5% | 3,469 | $244K |
| Johnson Financial Group, LLC | 0.03% | Reduce -38.5% | 3,467 | $244K |
| Burney Co./ | 0.01% | Add +0.3% | 3,451 | $243K |
| Melfa Wealth Management, Inc. | 0.16% | Add +0.6% | 3,444 | $242K |
| Cerro Pacific Wealth Advisors LLC | 0.08% | New | 3,094 | $241K |
| DF Dent & Co. Inc. | 0.00% | No change | 3,430 | $241K |
| Jackson, Grant Investment Advisers, Inc. | 0.09% | Add +0.0% | 3,417 | $240K |
| Oxinas Partners, LLC | 0.14% | Add +0.1% | 3,401 | $239K |
| Camden National Bank | 0.04% | Reduce -1.4% | 3,384 | $238K |
| Accelerate Investment Advisors LLC | 0.21% | Add +18.1% | 3,381 | $238K |
| Indie Asset Partners, LLC | 0.19% | Add +15.1% | 3,376 | $237K |
| Gerber, LLC | 0.17% | No change | 3,357 | $236K |
| Pinnacle Financial Group, LLC / IL | 0.09% | No change | 3,350 | $235K |
| Adamsbrown Wealth Consultants LLC | 0.08% | Add +20.4% | 3,335 | $234K |
| DKM Wealth Management, Inc. | 0.22% | — | 3,326 | $234K |
| Moloney Securities Asset Management, LLC | 0.03% | Add +6.7% | 3,325 | $234K |
| Central Bank & Trust Co. | 0.04% | No change | 3,324 | $234K |
| City State Bank | 0.08% | No change | 3,320 | $233K |
| Amara Financial, Llc. | 0.22% | Add +0.7% | 3,320 | $233K |
| Sheets Smith Wealth Management | 0.03% | New | 3,304 | $232K |
| Absolute Capital Management, LLC | 0.13% | Add +7.6% | 3,289 | $231K |
| Cardinal Point Capital Management ULC | 0.04% | Add +1.7% | 3,285 | $231K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Add +8.2% | 3,277 | $230K |
| GenTrust, LLC | 0.01% | Reduce -17.8% | 3,273 | $230K |
| HTLF Bank | 0.03% | Add +4.5% | 3,246 | $228K |
| Baron Financial Group, LLC | 0.14% | Add +3.2% | 3,236 | $227K |
| Bank Ozk | 0.09% | Reduce -5.1% | 3,235 | $227K |
| Elk River Wealth Management LLC | 0.04% | New | 3,224 | $227K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -8.1% | 3,221 | $226K |
| Zullo Investment Group, Inc. | 0.09% | Reduce -1.7% | 3,211 | $226K |
| First Trust Advisors LP | 0.00% | New | 3,207 | $225K |
| IMG Wealth Management, Inc. | 0.21% | — | 3,204 | $225K |
| Millennium Management | 0.00% | New | 3,203 | $225K |
| IFC Advisors LLC | 0.05% | — | 3,200 | $225K |
| Correct Capital Wealth Management | 0.04% | No change | 3,180 | $223K |
| Rothschild Capital Partners, LLC | 0.05% | Add +1.6% | 3,180 | $223K |
| Prospect Financial Services LLC | 0.12% | Add +17.6% | 3,174 | $223K |
| Plum Street Advisors, LLC | 0.11% | Reduce -2.3% | 3,170 | $223K |
| Sunpointe, LLC | 0.11% | Add +1.2% | 3,139 | $221K |
| Bellwether Advisors, LLC | 0.04% | Add +0.1% | 3,137 | $220K |
| JB Capital LLC | 0.01% | Add +19.3% | 3,128 | $220K |
| Atlas Wealth LLC | 0.11% | New | 3,111 | $219K |
| Vermillion & White Wealth Management Group, LLC | 0.16% | Add +0.2% | 3,110 | $219K |
| Lynx Investment Advisory | 0.15% | Reduce -0.7% | 3,106 | $218K |
| Five Oceans Advisors | 0.10% | Reduce -72.7% | 3,106 | $218K |
| Avant Financial Advisors LLC | 0.20% | — | 3,103 | $218K |
| Glassman Wealth Services | 0.04% | Add +0.7% | 3,092 | $217K |
| Michels Family Financial, LLC | 0.20% | — | 3,090 | $217K |
| Running Point Capital Advisors, LLC | 0.07% | No change | 3,088 | $217K |
| Detalus Advisors, LLC | 0.07% | Reduce -3.9% | 3,084 | $217K |
| Wilson & Boucher Capital Management, LLC | 0.15% | No change | 3,080 | $216K |
| RW Investment Management LLC | 0.03% | New | 3,070 | $216K |
| Concord Wealth Partners | 0.04% | Add +1.1% | 3,068 | $216K |
| Guerra Pan Advisors, LLC | 0.16% | No change | 3,066 | $215K |
| Riggs Capital Management LLC | 0.21% | — | 3,065 | $215K |
| Cahill Wealth Management, LLC | 0.11% | Add +1.6% | 3,061 | $215K |
| Spirepoint Private Client, LLC | 0.03% | Reduce -12.4% | 3,056 | $215K |
| Foundation Wealth Management, LLC | 0.17% | No change | 3,047 | $214K |
| HBW Advisory Services LLC | 0.02% | Add +1.6% | 3,045 | $214K |
| Edgestream Partners, L.P. | 0.01% | New | 3,035 | $213K |
| Iams Wealth Management, LLC | 0.10% | No change | 3,034 | $213K |
| West Coast Financial LLC | 0.02% | No change | 3,028 | $213K |
| Prosperity Planning, Inc. | 0.10% | No change | 3,016 | $212K |
| Sugarloaf Wealth Management, LLC | 0.04% | No change | 3,014 | $212K |
| Creekmur Asset Management LLC | 0.05% | Add +1.6% | 2,998 | $211K |
| Baring Financial LLC | 0.19% | — | 2,994 | $210K |
| Titleist Asset Management, LLC | 0.02% | Add +8.7% | 2,984 | $210K |
| WealthBridge Capital Management, LLC | 0.06% | No change | 2,979 | $209K |
| Future You Wealth LLC | 0.15% | — | 2,978 | $209K |
| Tevis Investment Management | 0.16% | Add +7.5% | 2,977 | $209K |
| Rovin Capital /Ut/ | 0.07% | Reduce -97.3% | 2,954 | $208K |
| Taylor Financial Group, Inc. | 0.14% | No change | 2,958 | $208K |
| Capasso Planning Partners LLC | 0.08% | Reduce -58.7% | 2,957 | $208K |
| Strategic Financial Services, Inc. | 0.01% | No change | 2,953 | $208K |
| Capital Investment Counsel, Inc | 0.03% | New | 2,949 | $207K |
| Christensen, King & Associates Investment Services, Inc. | 0.10% | Add +0.1% | 2,927 | $207K |
| Lindbrook Capital, LLC | 0.02% | Reduce -5.1% | 2,924 | $205K |
| Smithfield Trust Co | 0.01% | Reduce -30.8% | 2,900 | $204K |
| Integris Wealth Management, LLC | 0.06% | New | 2,897 | $204K |
| Investment Research & Advisory Group, Inc. | 0.08% | New | 2,897 | $204K |
| PCA Investment Advisory Services Inc. | 0.09% | Reduce -31.7% | 2,895 | $203K |
| Arbor Wealth Advisors LLC | 0.18% | New | 2,882 | $203K |
| Mirador Capital Partners LP | 0.04% | Reduce -7.9% | 2,881 | $202K |
| Capital Advisors Wealth Management, LLC | 0.04% | Reduce -7.7% | 2,880 | $202K |
| Naviter Wealth, LLC | 0.02% | New | 2,872 | $202K |
| Alexander Labrunerie & Co., Inc. | 0.09% | New | 2,863 | $201K |
| Fortitude Advisory Group L.L.C. | 0.12% | No change | 2,850 | $200K |
| St Germain D J Co. Inc. | 0.01% | Add +159.4% | 2,828 | $199K |
| Knuff & Co LLC | 0.06% | New | 2,797 | $197K |
| Keener Financial Planning LLC | 0.12% | New | 2,803 | $196K |
| Bogart Wealth, LLC | 0.01% | Add +13.9% | 2,759 | $194K |
| Activest Wealth Management | 0.05% | No change | 2,711 | $191K |
| Rothschild Investment LLC | 0.01% | No change | 2,710 | $190K |
| Sanctuary Wealth Management, L.L.C. | 0.13% | Add +5.1% | 2,691 | $189K |
| Mendota Financial Group, LLC | 0.12% | Reduce -52.1% | 2,621 | $184K |
| Private Wealth Management Group, LLC | 0.07% | Reduce -17.5% | 2,585 | $182K |
| Mascoma Wealth Management LLC | 0.05% | No change | 2,567 | $180K |
| Bokf, NA | 0.00% | Reduce -81.7% | 2,548 | $178K |
| Rise Advisors, LLC | 0.08% | Reduce -15.5% | 2,482 | $174K |
| Tanglewood Legacy Advisors, LLC | 0.07% | Reduce -14.0% | 2,462 | $173K |
| Proffitt & Goodson Inc. | 0.03% | Reduce -18.9% | 2,457 | $173K |
| Transcendent Capital Group LLC | 0.09% | Add +3.7% | 2,444 | $172K |
| Centennial Bank | 0.08% | Reduce -1.0% | 2,439 | $171K |
| Evermay Wealth Management LLC | 0.03% | Add +10.0% | 2,385 | $168K |
| Parkworth Wealth Management, Inc. | 0.14% | — | 2,367 | $166K |
| S&T Bank | 0.05% | New | 2,361 | $166K |
| Montag A & Associates Inc. | 0.01% | Reduce -78.0% | 2,344 | $165K |
| Richardson Capital Management LLC | 0.10% | Add +0.8% | 2,337 | $164K |
| Clearstead Trust, LLC | 0.04% | No change | 2,331 | $164K |
| Ameriflex Group, Inc. | 0.07% | — | 2,226 | $164K |
| PSI Advisors, LLC | 0.05% | Add +23.5% | 2,284 | $161K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -34.5% | 2,166 | $159K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -8.0% | 2,263 | $159K |
| Rational Advisors, Inc. | 0.02% | Reduce -95.6% | 2,132 | $150K |
| Montag & Caldwell, LLC | 0.03% | New | 2,095 | $147K |
| Newton One Investments LLC | 0.06% | New | 2,063 | $145K |
| North Ridge Wealth Advisors, Inc. | 0.10% | New | 2,058 | $145K |
| Coppell Advisory Solutions LLC | 0.02% | Reduce -33.6% | 2,056 | $145K |
| Cassady Schiller Wealth Management, LLC | 0.05% | Reduce -21.4% | 2,004 | $141K |
| Avondale Wealth Management | 0.09% | No change | 2,000 | $141K |
| Pacifica Partners Inc. | 0.06% | No change | 1,966 | $138K |
| Motco | 0.01% | No change | 1,929 | $136K |
| Optimum Investment Advisors | 0.06% | Add +6.8% | 1,926 | $135K |
| Pineridge Advisors LLC | 0.05% | Reduce -8.8% | 1,798 | $126K |
| Signature Resources Capital Management, LLC | 0.11% | Add +4.0% | 1,776 | $125K |
| Bfsg, LLC | 0.01% | Add +21.1% | 1,752 | $123K |
| Provident Wealth Management, LLC | 0.04% | No change | 1,724 | $121K |
| Pillar Financial Advisors, LLC | 0.09% | — | 1,663 | $117K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | Reduce -5.4% | 1,653 | $116K |
| Millstone Evans Group, LLC | 0.08% | — | 1,637 | $115K |
| Wintrust Investments LLC | 0.10% | Add +105.8% | 1,636 | $115K |
| LFA - Lugano Financial Advisors SA | 0.07% | No change | 1,628 | $114K |
| Bradley & Co. Private Wealth Management, LLC | 0.07% | — | 1,617 | $114K |
| Wood Tarver Financial Group, LLC | 0.04% | — | 1,599 | $112K |
| Tradewinds Capital Management, LLC | 0.03% | Reduce -15.2% | 1,571 | $110K |
| Nova Wealth Management, Inc. | 0.09% | — | 1,525 | $107K |
| MPWM Advisory Solutions, LLC | 0.08% | — | 1,518 | $107K |
| Brooklyn Investment Group | 0.03% | New | 1,515 | $106K |
| LGT Financial Advisors LLC | 0.23% | Reduce -0.6% | 1,495 | $105K |
| Compass Wealth Management LLC | 0.03% | No change | 1,477 | $104K |
| Robinswood Financial LLC | 0.04% | Add +1.6% | 1,471 | $103K |
| Van Hulzen Asset Management, LLC | 0.01% | New | 1,467 | $103K |
| Hemington Wealth Management | 0.03% | Add +1.7% | 1,464 | $102K |
| Salomon & Ludwin, LLC | 0.01% | Add +10.4% | 1,448 | $102K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 1,429 | $100K |
| Centricity Wealth Management, LLC | 0.09% | — | 1,422 | $100K |
| Sugar Maple Asset Management, LLC | 0.08% | New | 1,411 | $99K |
| Minot DeBlois Advisors LLC | 0.09% | — | 1,410 | $99K |
| Indiana Trust & Investment Management Co | 0.03% | Reduce -21.7% | 1,407 | $99K |
| Kopp Family Office, LLC | 0.06% | No change | 1,400 | $98K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 1,329 | $93K |
| Crews Bank & Trust | 0.02% | — | 1,311 | $92K |
| Holos Integrated Wealth LLC | 0.06% | — | 1,294 | $91K |
| Reyes Financial Architecture, Inc. | 0.07% | — | 1,290 | $91K |
| Covestor Ltd | 0.06% | Add +19.5% | 1,251 | $88K |
| Citizens National Bank Trust Department | 0.02% | No change | 1,200 | $84K |
| Collier Financial | 0.07% | — | 1,132 | $80K |
| Delta Asset Management LLC | 0.01% | No change | 1,130 | $79K |
| Dunhill Financial, LLC | 0.04% | No change | 1,125 | $79K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 1,071 | $75K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 1,054 | $74K |
| Piscataqua Savings Bank | 0.06% | No change | 1,050 | $74K |
| Tacita Capital Inc | 0.05% | Reduce -7.9% | 1,049 | $74K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,038 | $73K |
| Cliffwater LLC | 0.02% | No change | 1,036 | $73K |
| Redwood Park Advisors LLC | 0.06% | — | 1,027 | $72K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.3% | 1,026 | $72K |
| SRH Advisors, LLC | 0.02% | No change | 1,026 | $72K |
| Logan Capital Management Inc. | 0.00% | New | 1,009 | $71K |
| Transce3nd, LLC | 0.02% | — | 989 | $70K |
| Arlington Trust Co LLC | 0.01% | No change | 990 | $70K |
| CarsonAllaria Wealth Management, Ltd. | 0.04% | Reduce -0.8% | 922 | $65K |
| Roxbury Financial LLC | 0.06% | — | 867 | $64K |
| Thompson Investment Management, Inc. | 0.01% | No change | 879 | $62K |
| Longview Financial Advisors LLC | 0.04% | — | 850 | $60K |
| Sierra Ocean, LLC | 0.05% | — | 846 | $59K |
| PFS Partners, LLC | 0.03% | Add +0.1% | 839 | $59K |
| First Pacific Financial | 0.01% | New | 813 | $57K |
| Evelyn Partners Asset Management Ltd | 0.02% | — | 801 | $56K |
| MRP Capital Investments, LLC | 0.05% | No change | 790 | $56K |
| Mainstream Capital Management LLC | 0.04% | New | 786 | $55K |
| Fiduciary Advisors, Inc. | 0.05% | — | 752 | $53K |
| IAG Wealth Partners, LLC | 0.01% | No change | 731 | $51K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 713 | $50K |
| Missouri Trust & Investment Co | 0.02% | No change | 700 | $49K |
| Pin Oak Investment Advisors Inc. | 0.04% | No change | 615 | $48K |
| First PREMIER Bank | 0.01% | No change | 688 | $48K |
| MTM Investment Management, LLC | 0.02% | New | 680 | $48K |
| Glen Eagle Advisors, LLC | 0.01% | Add +233.0% | 676 | $47K |
| Flagship Wealth Advisors, LLC | 0.03% | — | 674 | $47K |
| Atwood & Palmer Inc. | 0.00% | Reduce -68.1% | 663 | $47K |
| Sittner & Nelson, LLC | 0.02% | No change | 658 | $46K |
| Davis Capital Management | 0.04% | No change | 654 | $46K |
| Angeles Wealth Management, LLC | 0.00% | Reduce -46.7% | 633 | $44K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 622 | $44K |
| Arvest Investments, Inc. | 0.01% | New | 605 | $43K |
| WR Wealth Planners, LLC | 0.01% | Reduce -41.4% | 592 | $42K |
| Medallion Wealth Advisors, LLC | 0.02% | — | 584 | $41K |
| Rice Partnership, LLC | 0.01% | No change | 582 | $41K |
| DHJJ Financial Advisors, Ltd. | 0.02% | Reduce -3.3% | 580 | $41K |
| Main Street Group, LTD | 0.02% | No change | 570 | $40K |
| BankPlus Trust Department | 0.01% | — | 549 | $39K |
| Criterion Capital Advisors, LLC | 0.02% | No change | 531 | $39K |
| Kimelman & Baird, LLC | 0.00% | No change | 542 | $38K |
| AllSquare Wealth Management LLC | 0.02% | No change | 531 | $37K |
| Breakwater Investment Management | 0.02% | New | 519 | $36K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | — | 514 | $36K |
| Union Savings Bank | 0.02% | Add +39.5% | 501 | $35K |
| FSA Wealth Management LLC | 0.01% | Add +0.6% | 487 | $34K |
| Lee Danner & Bass Inc. | 0.00% | New | 479 | $34K |
| Financial Life Planners | 0.03% | — | 472 | $33K |
| NFSG Corp | 0.01% | Reduce -2.6% | 448 | $31K |
| First Community Trust NA | 0.02% | No change | 443 | $31K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -18.5% | 441 | $31K |
| Kiely Wealth Advisory Group, Inc. | 0.02% | No change | 410 | $31K |
| Comprehensive Financial Planning, Inc. | 0.03% | — | 427 | $30K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | New | 419 | $29K |
| Arcadia Investment Advisors LLC | 0.02% | No change | 397 | $28K |
| Integrity Financial Corp | 0.02% | Add +171.2% | 396 | $28K |
| Hopwood Financial Services, Inc. | 0.02% | — | 393 | $28K |
| Darwin Wealth Management, LLC | 0.01% | Add +1.6% | 384 | $27K |
| Tucker Asset Management LLC | 0.01% | Reduce -1.8% | 383 | $27K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +56.3% | 383 | $27K |
| Quest 10 Wealth Builders, Inc. | 0.03% | — | 379 | $27K |
| Peoples Bank | 0.02% | No change | 375 | $26K |
| Hanson & Doremus Investment Management | 0.00% | No change | 364 | $26K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -16.9% | 350 | $26K |
| Blume Capital Management, Inc. | 0.01% | Reduce -26.6% | 350 | $25K |
| Horizons Wealth Management | 0.02% | No change | 321 | $23K |
| Pacific Center for Financial Services | 0.01% | No change | 314 | $22K |
| AlphaMark Advisors, LLC | 0.01% | No change | 300 | $21K |
| ZynergyRetirementPlanningLLC | 0.01% | No change | 266 | $21K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 292 | $21K |
| Chapman Financial Group, LLC | 0.02% | — | 290 | $20K |
| Raleigh Capital Management Inc. | 0.01% | Add +243.8% | 275 | $19K |
| Anderson Financial Strategies, LLC | 0.01% | — | 275 | $19K |
| Tower View Wealth Management LLC | 0.01% | Add +51.1% | 263 | $18K |
| New Millennium Group LLC | 0.01% | New | 262 | $18K |
| United Community Bank | 0.01% | New | 256 | $18K |
| Nemes Rush Group LLC | 0.00% | Add +3966.7% | 244 | $17K |
| Strengthening Families & Communities, LLC | 0.01% | Add +1.7% | 244 | $17K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +1.4% | 226 | $16K |
| Castleview Partners, LLC | 0.01% | Add +0.5% | 225 | $16K |
| SJS Investment Consulting Inc. | 0.00% | No change | 222 | $16K |
| Accredited Wealth Management, LLC | 0.01% | — | 219 | $15K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +1.4% | 218 | $15K |
| Field & Main Bank | 0.01% | New | 201 | $14K |
| Promus Capital, LLC | 0.01% | — | 200 | $14K |
| Financial Network Wealth Advisors LLC | 0.03% | Reduce -18.6% | 197 | $14K |
| McIlrath & Eck, LLC | 0.00% | Add +1.6% | 191 | $13K |
| Perkins Coie Trust Co | 0.00% | Reduce -39.9% | 190 | $13K |
| Bank & Trust Co | 0.01% | No change | 188 | $13K |
| Duncker Streett & Co. Inc. | 0.00% | New | 188 | $13K |
| NewSquare Capital LLC | 0.00% | New | 179 | $13K |
| Atticus Wealth Management, LLC | 0.00% | No change | 178 | $13K |
| CNB Bank | 0.01% | No change | 173 | $12K |
| Guardian Wealth Management, Inc. | 0.01% | No change | 166 | $12K |
| Mb, Levis & Associates, LLC | 0.01% | Add +1.9% | 162 | $11K |
| Hartford Financial Management Inc. | 0.00% | New | 157 | $11K |
| Curio Wealth, LLC | 0.01% | — | 156 | $11K |
| Capital & Planning, LLC | 0.01% | — | 155 | $11K |
| Legacy Investment Solutions, LLC | 0.01% | No change | 134 | $10K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 134 | $10K |
| Park Square Financial Group, LLC | 0.01% | — | 136 | $10K |
| Orion Capital Management LLC | 0.00% | New | 131 | $9K |
| Sellwood Investment Partners LLC | 0.00% | — | 129 | $9K |
| DecisionPoint Financial, LLC | 0.00% | No change | 128 | $9K |
| Crowley Wealth Management, Inc. | 0.01% | — | 122 | $9K |
| McClarren Financial Advisors, Inc. | 0.02% | Reduce -26.9% | 122 | $8K |
| PMV Capital Advisers, LLC | 0.02% | — | 113 | $8K |
| Hilltop National Bank | 0.00% | No change | 108 | $8K |
| Game Plan Financial Advisors, LLC | 0.00% | Reduce -45.4% | 100 | $7K |
| Murphy & Mullick Capital Management Corp | 0.01% | — | 100 | $7K |
| Painted Porch Advisors LLC | 0.00% | No change | 100 | $7K |
| Front Row Advisors LLC | 0.00% | No change | 100 | $7K |
| Simplex Trading, LLC | 0.00% | Reduce -97.6% | 103 | $7K |
| Prudent Man Investment Management, Inc. | 0.00% | — | 99 | $7K |
| Coston, McIsaac & Partners | 0.00% | No change | 81 | $5K |
| ROSS\JOHNSON & Associates LLC | 0.11% | — | 70 | $5K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 68 | $5K |
| Chilton Capital Management LLC | 0.00% | Reduce -78.4% | 62 | $4K |
| Country Trust Bank | 0.00% | No change | 60 | $4K |
| Punch & Associates Investment Management, Inc. | 0.00% | New | 57 | $4K |
| Pittenger & Anderson Inc. | 0.00% | No change | 43 | $3K |
| Sawyer & Company, Inc | 0.00% | No change | 40 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -86.9% | 41 | $3K |
| New Wave Wealth Advisors LLC | 0.00% | New | 38 | $3K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 37 | $3K |
| Mountain Hill Investment Partners Corp. | 0.00% | — | 36 | $3K |
| Spurstone Advisory Services, LLC | 0.05% | — | 34 | $2K |
| Clarity Asset Management, Inc. | 0.00% | No change | 30 | $2K |
| Resources Management Corp. /CT/ | 0.00% | No change | 23 | $2K |
| Atala Financial Inc | 0.00% | — | 26 | $2K |
| Winch Advisory Services, LLC | 0.00% | No change | 18 | $1K |
| Ridgewood Investments LLC | 0.00% | No change | 16 | $1K |
| Raelipskie Partnership | 0.00% | Reduce -90.7% | 15 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -90.9% | 1 | $1K |
| Marquette Asset Management, LLC | 0.00% | New | 14 | $984 |
| Synergy Asset Management, LLC | 0.00% | New | 10 | $781 |
| Capital A Wealth Management, LLC | 0.00% | — | 11 | $773 |
| Kozak & Associates, Inc. | 0.00% | No change | 8 | $583 |
| Safe Harbor Fiduciary, LLC | 0.00% | No change | 4 | $281 |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 4 | $248 |
| Bell Investment Advisors, Inc | 0.00% | No change | 2 | $141 |
| Lanark Financial, Inc. | 0.01% | — | 1 | $113 |
"% 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.