iShares Core MSCI Eafe ETFIEFAETF

13F holders, Q1 2025 (March 31)
2,040holders +36
121new positions
74sold out
6famous investors
$75.66avg. 13F price*

At the end of Q1 2025, 2,040 institutions reported holding iShares Core MSCI Eafe ETF (IEFA) in their 13F filings, up 36 from Q4 2024. 121 opened new positions and 74 sold out. The largest holders were Bank of America Corp. ($16.2B), Morgan Stanley ($7.3B) and Jones Financial Companies LLLP ($6.8B). 6 famous investors held it, including Joel Greenblatt (0.5% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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

05001,0001,5002,0002,500 Q1 2024: 1,786Q1 2024Q2 2024: 1,813Q2 2024Q3 2024: 1,857Q3 2024Q4 2024: 2,004Q4 2024Q1 2025: 2,040Q1 2025Q2 2025: 2,108Q2 2025Q3 2025: 2,136Q3 2025Q4 2025: 2,351Q4 2025Q1 2026: 2,420Q1 2026Q2 2026: 2,461Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions121$202.5M
Exits74$456.6M

All 13F filers, Q4 2024 → Q1 2025: 86,547,978 shares bought and 61,402,696 shares sold, net +25,145,282 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,040 holders

Bank of America Corp. 1.44% Add +11.9% 214,611,479 $16.2B
Morgan Stanley 0.52% Reduce -1.5% 96,568,584 $7.3B
Jones Financial Companies LLLP 6.11% Add +0.8% 89,235,188 $6.8B
Wells Fargo & Company 1.31% Add +9.0% 71,646,547 $5.4B
Tiaa Trust, National Association 11.95% Reduce -8.0% 50,654,752 $3.8B
Raymond James Financial Inc. 1.08% Add +0.7% 37,782,854 $2.9B
Envestnet Asset Management Inc. 0.89% Reduce -2.9% 36,560,015 $2.8B
LPL Financial LLC 1.07% Reduce -6.7% 36,222,496 $2.7B
Northwestern Mutual Wealth Management Co. 2.11% Add +5.1% 34,156,332 $2.6B
US Bancorp \de 3.45% Add +3.7% 34,147,182 $2.6B
Bank of New York Mellon Corp 0.48% Add +7.2% 32,276,425 $2.4B
BlackRock, Inc. 0.05% Add +15.0% 31,538,095 $2.4B
Goldman Sachs Group Inc. 0.36% Reduce -1.9% 24,822,859 $1.9B
FMR LLC 0.11% Add +2.4% 23,358,092 $1.8B
UBS Group AG 0.39% Reduce -5.3% 23,136,925 $1.8B
JPMorgan Chase & Co. 0.10% Reduce -4.9% 17,268,863 $1.3B
PNC Financial Services Group, Inc. 0.61% Add +2.6% 15,359,042 $1.2B
M&T Bank Corp 3.87% Reduce -1.1% 14,053,090 $1.1B
Truist Financial Corp. 1.32% Add +22.6% 10,883,707 $823.4M
Betterment LLC 1.92% Reduce -6.1% 10,672,579 $807.4M
Stifel Financial Corp. 0.82% Add +1.0% 10,155,613 $768.3M
Bank of Montreal 0.41% Add +10.2% 9,997,412 $756.3M
Cerity Partners LLC 1.53% Add +9.6% 9,832,131 $743.8M
Ameriprise Financial Inc. 0.19% Reduce -4.3% 9,202,075 $696.2M
Envestnet Portfolio Solutions, Inc. 2.62% Reduce -42.2% 9,044,309 $684.2M
Mariner, LLC 1.09% Reduce -1.4% 8,648,044 $654.5M
Alaska Permanent Fund Corp 8.39% Add +198.2% 7,583,471 $596.9M
Royal Bank of Canada 0.13% Add +4.3% 7,720,294 $584.0M
Assetmark, Inc. 1.54% Add +0.5% 7,388,945 $559.0M
Keybank National Association 2.19% Add +4.2% 7,221,923 $546.3M
Avantax Advisory Services, Inc. 3.03% Add +3.9% 6,590,968 $498.6M
State of New Jersey Common Pension Fund D 2.19% No change 6,424,587 $486.0M
Alliancebernstein L.P. 0.18% Reduce -7.4% 6,396,424 $483.9M
Ballentine Partners, LLC 7.93% Add +1.3% 6,046,783 $457.4M
Baird Financial Group, Inc. 0.84% Add +5.4% 5,755,495 $435.4M
Franklin Resources Inc. 0.12% Add +0.8% 5,435,790 $411.2M
HighTower Advisors, LLC 0.50% Add +4.2% 4,849,705 $366.9M
Cresset Asset Management, LLC 1.82% Add +5.3% 4,795,957 $362.8M
United Capital Financial Advisors, LLC 3.08% Add +8.9% 4,747,245 $359.1M
Jane Street Group, LLC 0.64% Add +1.3% 4,660,469 $352.6M
Macquarie Group Ltd. 0.41% Add +31.6% 4,380,382 $331.4M
Fiduciary Trust Co 4.18% Reduce -1.9% 4,218,245 $319.1M
Mission Wealth Management, LP 7.97% Add +7.8% 4,196,705 $317.5M
Allspring Global Investments Holdings, LLC 0.55% Reduce -4.6% 4,184,324 $317.3M
Mill Creek Capital Advisors, LLC 7.48% Add +8.4% 4,083,869 $308.9M
Sei Investments Co. 0.38% Reduce -1.8% 3,896,032 $294.7M
Cetera Investment Advisers 0.54% Add +8.5% 3,718,385 $281.3M
Hirtle & Co., LLC 12.49% Add +0.2% 3,636,384 $275.1M
Prudential Financial Inc. 0.39% Reduce -30.1% 3,610,341 $273.1M
Pure Financial Advisors, LLC 5.65% Add +7.3% 3,572,104 $270.2M
Commonwealth Equity Services, LLC 0.38% Add +15.6% 3,561,043 $269.4M
National Bank of Canada 0.31% Add +308.9% 3,509,149 $265.4M
Modera Wealth Management, LLC 3.59% Add +4.1% 3,503,273 $265.0M
Dynasty Wealth Management, LLC 4.24% Reduce -8.3% 3,360,577 $254.2M
MML Investors Services, LLC 0.83% Add +5.8% 3,278,256 $248.0M
Signaturefd, LLC 4.66% Add +4.0% 3,249,197 $245.8M
Flputnam Investment Management Co. 4.60% Add +2.7% 3,245,675 $245.5M
Members Trust Co 8.32% Add +1.6% 3,155,844 $238.7M
Stairway Partners, LLC 14.60% Reduce -0.3% 3,131,092 $236.9M
Northern Trust Corp. 0.03% Reduce -7.8% 3,077,239 $232.8M
Bell Bank 12.37% Reduce -14.6% 3,029,980 $229.2M
Creative Planning 0.21% Add +5.1% 2,910,999 $220.2M
Nationwide Fund Advisors 18.55% Add +53.8% 2,875,315 $217.5M
Charles Schwab Investment Management Inc. 0.04% Reduce -34.7% 2,808,941 $212.5M
Haverford Trust Co 2.11% Reduce -2.1% 2,771,885 $209.7M
Greenleaf Trust 1.91% Reduce -1.8% 2,771,509 $209.7M
Wellington Management Group LLP 0.04% Reduce -11.8% 2,667,927 $201.8M
Fifth Third Bancorp 0.76% Add +7.2% 2,633,535 $199.2M
First Command Advisory Services, Inc. 1.87% Add +7.0% 2,579,915 $195.2M
Brown Brothers Harriman & Co. 1.35% Add +4.2% 2,562,888 $193.9M
TD Private Client Wealth LLC 5.20% Add +12.3% 2,494,414 $188.7M
&partners 1.93% Add +23.7% 2,373,553 $181.7M
Citizens Financial Group Inc. 3.31% Add +1.9% 2,219,554 $167.9M
CKW Financial Group 20.66% Add +2.4% 2,179,618 $165.3M
Matson Money. Inc. 6.00% Add +0.3% 2,179,857 $164.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% No change 2,094,000 $158.4M
Sanctuary Advisors, LLC 1.11% Add +9.3% 2,076,927 $157.1M
Susquehanna International Group, LLP 0.26% Add +24.9% 2,075,975 $157.0M
Quotient Wealth Partners, LLC 5.00% Reduce -3.7% 2,068,130 $156.5M
Midland Wealth Advisors, LLC 9.12% Add +1.3% 2,046,541 $154.8M
First Citizens Bank & Trust Co. 3.92% Reduce -75.4% 2,039,332 $154.3M
Passaic Partners LLC 23.33% Reduce -0.5% 2,034,600 $153.9M
MAI Capital Management 1.16% Reduce -0.3% 2,029,211 $153.5M
Moneta Group Investment Advisors LLC 2.11% Add +0.3% 2,024,959 $153.2M
Investure, LLC 10.12% Add +193.5% 2,022,523 $153.0M
Venturi Wealth Management, LLC 7.94% Add +718.0% 2,014,548 $152.4M
Wealth Enhancement Advisory Services, LLC 0.29% Reduce -4.0% 2,006,376 $151.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 4.64% Add +289.5% 1,985,508 $150.2M
Retirement Investment Advisors, Inc. 14.89% Add +6.7% 1,943,762 $147.0M
Rockefeller Capital Management L.P. 0.35% Add +14.9% 1,891,022 $143.1M
Avidian Wealth Enterprises, LLC 6.31% Reduce -11.8% 1,873,507 $141.7M
Dixon Mitchell Investment Counsel Inc. 6.34% Add +138.4% 1,857,834 $140.5M
Nuveen, LLC 0.04% — 1,855,233 $140.3M
Focus Partners Wealth 0.35% Reduce -22.5% 1,828,773 $138.3M
Halbert Hargrove Global Advisors, LLC 7.87% Reduce -0.4% 1,826,096 $138.1M
Connecticut Wealth Management, LLC 7.03% Add +5.5% 1,774,441 $134.2M
Heritage Wealth Advisors 6.61% Reduce -0.4% 1,725,079 $130.5M
First Business Financial Services, Inc. 12.73% Add +2.8% 1,710,950 $129.4M
Alesco Advisors, LLC, An ESL Co 3.86% Reduce -1.1% 1,626,609 $123.1M
SCS Capital Management LLC 1.54% Add +723.8% 1,602,444 $121.2M
FORM Wealth Advisors, LLC 16.45% — 1,600,017 $121.0M
Facet Wealth, Inc. 3.06% Add +95.0% 1,474,408 $118.1M
Makena Capital Management LLC 12.00% Add +126.6% 1,536,041 $116.2M
Mercer Global Advisors Inc. 0.26% Add +0.6% 1,511,273 $114.3M
CX Institutional 4.26% Reduce -22.3% 1,491,967 $112.9M
Johnson Financial Group, Inc. 5.47% Reduce -2.1% 1,477,876 $111.8M
Neuberger Berman Group LLC 0.09% Add +1.1% 1,460,327 $110.5M
National Philanthropic Trust 1.78% Add +7.0% 1,460,082 $110.5M
Cliftonlarsonallen Wealth Advisors, LLC 2.03% Reduce -35.6% 1,437,549 $108.8M
Osaic Holdings, Inc. 0.24% Reduce -32.1% 1,431,448 $108.3M
Sagespring Wealth Partners, LLC 2.70% Reduce -19.4% 1,411,891 $106.8M
Truepoint, Inc. 2.88% Reduce -18.9% 1,402,360 $106.1M
First Financial Bank - Trust Division 10.27% Add +9.7% 1,400,250 $105.9M
Choreo, LLC 1.64% Add +18.4% 1,400,119 $105.9M
Corient Private Wealth LP 0.17% Reduce -1.9% 1,391,640 $105.3M
Hantz Financial Services, Inc. 1.84% Add +8.9% 1,383,545 $104.7M
Captrust Financial Advisors 0.26% Reduce -4.3% 1,380,012 $104.4M
Capital Analysts, LLC 3.83% Add +7.3% 1,358,162 $102.7M
Lockheed Martin Investment Management Co. 4.16% No change 1,352,300 $102.3M
Equitable Holdings, Inc. 0.96% Reduce -7.0% 1,337,771 $101.2M
Natixis Advisors, LLC 0.19% Add +17.5% 1,328,442 $100.5M
Wealthquest Corp 8.30% Add +2.7% 1,315,423 $99.5M
Bartlett & Co. Wealth Management LLC 1.43% Add +0.7% 1,285,617 $97.3M
New York Life Investment Management LLC 0.99% Add +65.4% 1,280,576 $96.9M
SigFig Wealth Management, LLC 3.42% Add +0.5% 1,244,543 $94.6M
Alaska Permanent Capital Management, LLC 7.94% Reduce -15.1% 1,246,118 $94.2M
UMB Bank, n.a. 1.55% Reduce -11.0% 1,240,789 $93.9M
Vicus Capital 8.71% Reduce -1.0% 1,236,033 $93.5M
Full Sail Capital, LLC 6.05% Reduce -0.2% 1,235,151 $93.4M
Janney Montgomery Scott LLC 0.26% Reduce -0.3% 1,227,046 $92.8M
HSBC Holdings PLC 0.06% Reduce -2.8% 1,200,051 $90.8M
Comerica Bank 0.38% Reduce -3.8% 1,187,368 $89.8M
Global Strategic Investment Solutions, LLC 10.32% Reduce -7.4% 1,179,197 $89.2M
Mirae Asset Global Investments Co., Ltd. 0.36% Add +0.5% 1,167,391 $89.2M
RKL Wealth Management LLC 8.21% Add +3.4% 1,151,203 $87.1M
Center for Financial Planning, Inc. 10.55% Add +2.4% 1,091,796 $82.6M
Wedmont Private Capital 4.20% Add +12.2% 1,116,274 $81.9M
Meeder Advisory Services, Inc. 4.90% Add +17.5% 1,080,282 $81.7M
Regions Financial Corp. 0.61% Add +0.5% 1,075,491 $81.4M
Aaron Wealth Advisors LLC 9.28% Add +3.8% 1,069,798 $80.9M
Parallel Advisors, LLC 1.75% Add +6.2% 1,023,166 $77.4M
49 Wealth Management, LLC 9.27% Add +35.7% 1,017,384 $77.0M
First Hawaiian Bank 11.08% Reduce -49.3% 1,004,281 $76.0M
First Foundation Advisors 3.06% Add +3.7% 993,841 $75.2M
Fragasso Financial Advisors Inc 5.56% Reduce -10.2% 990,034 $74.9M
1832 Asset Management L.P. 0.14% Reduce -42.1% 971,571 $73.5M
Quadrant Capital Group LLC 2.69% Add +40.5% 956,249 $72.3M
First National Trust Co 2.91% Add +12.1% 954,619 $72.2M
Cambridge Investment Research Advisors, Inc. 0.24% Reduce -7.0% 953,938 $72.2M
Bangor Savings Bank 6.74% Add +15.3% 943,280 $71.4M
Monashee Investment Management LLC 8.61% Add +6.5% 941,680 $71.2M
RiverFront Investment Group, LLC 1.57% Reduce -48.2% 933,142 $70.6M
NewEdge Advisors, LLC 0.41% Reduce -1.3% 922,958 $69.8M
Merit Financial Group, LLC 1.04% Reduce -53.5% 914,547 $69.2M
Twin Focus Capital Partners, LLC 10.64% Reduce -8.3% 905,280 $68.5M
Financiere des Professionnels - Fonds d'investissement inc. 4.44% Add +35.7% 905,153 $68.5M
Mason Street Advisors, LLC 8.66% Reduce -12.9% 899,800 $68.1M
Fifth Third Wealth Advisors LLC 3.49% Add +28.1% 890,893 $67.4M
Janney Capital Management LLC 4.64% Reduce -1.9% 890,670 $67.4M
Manufacturers Life Insurance Company, The 0.06% Reduce -39.0% 872,941 $66.0M
Nottingham Advisors, Inc. 10.06% Reduce -16.4% 869,781 $65.8M
McKinley Carter Wealth Services, Inc. 3.99% Reduce -4.2% 857,122 $64.8M
Graves Light Lenhart Wealth, Inc. 7.83% Add +3.4% 843,750 $63.8M
Wealthspire Advisors, LLC 0.38% Reduce -2.7% 841,072 $63.6M
Prime Capital Investment Advisors, LLC 0.74% Add +33.5% 839,827 $63.5M
Gotham Asset Management 0.53% Add +1.1% 835,139 $63.2M
SPC Financial, Inc. 5.50% Add +586.5% 826,316 $62.5M
Intrust Bank NA 6.07% Reduce -0.2% 810,773 $61.3M
Rehmann Capital Advisory Group 3.85% Reduce -15.1% 809,113 $61.2M
Ritholtz Wealth Management 1.82% Reduce -34.0% 803,603 $60.8M
Arkos Global Advisors 8.92% Reduce -3.0% 802,694 $60.7M
NorthCoast Asset Management LLC 0.30% Reduce -12.9% 798,874 $60.4M
Diversified Trust Co. 1.49% Add +5.5% 796,479 $60.3M
OneDigital Investment Advisors LLC 0.71% Add +1.9% 796,103 $60.2M
Bailard, Inc. 1.55% Reduce -0.8% 793,901 $60.1M
Constellation Investments, Inc. 2.80% Reduce -57.8% 779,498 $59.0M
True Link Financial Advisors, LLC 4.39% Add +3.1% 777,571 $58.8M
Cabot-Wellington, LLC 21.67% Reduce -0.3% 777,301 $58.8M
Callan Family Office, LLC 4.30% Add +0.6% 758,097 $57.4M
Legacy Edge Advisors, LLC 8.94% Add +1.1% 757,763 $57.3M
Steward Partners Investment Advisory, LLC 0.51% Add +5.2% 755,503 $57.2M
Axiom Investors LLC 0.55% Add +82.6% 755,000 $57.1M
Roth Financial Partners LLC 22.52% Add +2.4% 753,725 $57.0M
AMG National Trust Bank 1.58% Reduce -4.1% 746,275 $56.5M
Clearstead Advisors, LLC 0.87% Reduce -0.6% 740,739 $56.0M
Wellspring Financial Advisors, LLC 6.22% Add +3.1% 1,206,206 $55.9M
SVB Wealth LLC 2.29% Reduce -13.4% 737,140 $55.8M
Orgel Wealth Management, LLC 1.44% Reduce -0.2% 733,931 $55.5M
Texas Capital Bank Wealth Management Services Inc 5.52% Reduce -3.6% 722,386 $54.6M
Ironwood Wealth Management, LLC. 16.32% Add +1.2% 702,759 $53.2M
Aspiriant, LLC 1.84% Add +17.3% 699,254 $52.9M
Klingman & Associates, LLC 3.24% Add +6.5% 698,801 $52.9M
Southern Farm Bureau Life Insurance 7.60% Add +23.1% 685,189 $51.8M
Olympus Wealth Management, LLC 22.20% Reduce -17.0% 668,446 $50.6M
Valeo Financial Advisors, LLC 1.37% Add +47.2% 920,683 $49.1M
Kestra Advisory Services, LLC 0.24% Reduce -13.1% 642,495 $48.6M
Private Wealth Asset Management, LLC 6.91% — 635,306 $48.1M
Blair William & Co. 0.14% Add +2.1% 634,279 $48.0M
Principal Securities, Inc. 1.06% Add +0.1% 676,722 $47.6M
Integrated Wealth Concepts LLC 0.55% Reduce -10.7% 625,076 $47.3M
Cape Cod Five Cents Savings Bank 4.29% No change 600,693 $46.9M
Ledyard National Bank 4.63% Reduce -0.5% 619,254 $46.8M
Citigroup Inc. 0.04% Add +15.2% 614,731 $46.5M
Brickley Wealth Management 9.55% Add +0.1% 608,762 $46.1M
Shepherd Financial Partners LLC 5.39% Reduce -11.5% 607,864 $46.0M
DAVENPORT & Co LLC 0.27% Add +7.4% 607,163 $45.9M
Atria Investments, Inc 0.58% Add +0.8% 602,494 $45.6M
Cambridge Associates LLC /Ma/ 1.30% Reduce -12.9% 598,189 $45.3M
Financial Counselors Inc. 0.69% Add +14.1% 597,731 $45.2M
Marcum Wealth, LLC 3.90% Reduce -0.8% 596,246 $45.1M
BOK Financial Private Wealth, Inc. 3.38% Add +2.3% 594,352 $45.0M
Revolve Wealth Partners, LLC 6.48% Add +7.3% 592,187 $44.8M
Rockbridge Investment Management, LCC 5.18% Add +2.3% 578,220 $43.7M
Colony Family Offices, LLC 13.61% Add +0.5% 576,669 $43.6M
Pacific Capital Wealth Advisors, Inc. 7.50% Reduce -8.0% 573,573 $43.4M
Waddell & Associates, LLC 5.20% Add +2.7% 566,512 $42.9M
LBMC Investment Advisors, LLC 3.35% Add +0.9% 565,881 $42.8M
Bank of Hawaii 2.43% No change 560,227 $42.4M
Disciplina Capital Management LLC 6.12% Add +4.1% 556,113 $42.1M
Starr Indemnity & Liability Co 20.26% No change 553,126 $41.8M
Parcion Private Wealth LLC 3.40% New 551,208 $41.7M
RMR Wealth Builders 4.35% Add +2.3% 546,585 $41.3M
Composition Wealth, LLC 0.82% Reduce -7.1% 539,611 $40.8M
Wescott Financial Advisory Group, LLC 4.19% Reduce -1.3% 533,696 $40.4M
Fusion Family Wealth, LLC 3.70% Add +10.4% 531,175 $40.2M
Strategic Investment Advisors / MI 4.20% Add +7.5% 523,682 $39.6M
Catalyst Financial Partners LLC 7.25% Add +4.9% 520,864 $39.4M
Crewe Advisors LLC 5.45% Add +6.6% 512,575 $38.8M
Jordan Park Group LLC 2.81% Add +2.5% 511,370 $38.7M
Acadian Asset Management LLC 0.11% Reduce -42.0% 509,110 $38.5M
Valley Forge Investment Consultants Inc. Adv 13.57% Add +4.4% 503,854 $38.1M
Conrad Siegel Investment Advisors, Inc. 9.74% Add +0.6% 501,563 $37.9M
iA Global Asset Management Inc. 0.65% Reduce -0.5% 499,135 $37.8M
Strategies Wealth Advisors, LLC 4.52% Reduce -3.9% 488,846 $37.0M
Northwest Quadrant Wealth Management, LLC 8.62% Reduce -8.6% 485,623 $36.7M
Whittier Trust Co. of Nevada Inc. 0.93% Add +1.7% 485,366 $36.7M
Beacon Pointe Advisors, LLC 0.41% Reduce -2.8% 484,101 $36.6M
Galvin, Gaustad & Stein, LLC 3.31% Add +2.3% 482,449 $36.5M
Orion Porfolio Solutions, LLC 0.36% Reduce -26.6% 482,105 $36.5M
Orion Portfolio Solutions, LLC 0.36% Reduce -26.6% 482,105 $36.5M
Parkside Investments, LLC 5.34% Add +12.8% 479,976 $36.3M
AE Wealth Management LLC 0.30% Reduce -16.7% 475,477 $36.0M
Larson Financial Group LLC 1.70% Reduce -0.5% 473,156 $35.8M
CGC Financial Services, LLC 14.07% Add +3.9% 470,377 $35.6M
BLB&B Advisors, LLC 1.81% Add +3.0% 470,371 $35.6M
Cutler Investment Counsel LLC 4.24% Add +14.8% 466,492 $35.3M
Global Wealth Strategies & Associates 10.68% Add +6.7% 465,700 $35.2M
Trek Financial, LLC 2.51% Add +665.8% 458,292 $34.7M
Alaska Wealth Advisors, LLC 5.35% Reduce -15.8% 452,052 $34.2M
Hancock Whitney Corp. 1.11% Add +23.8% 450,647 $34.1M
Thrivent Financial for Lutherans 0.08% Reduce -29.6% 458,564 $33.9M
Coldstream Capital Management Inc. 0.72% Reduce -7.2% 445,808 $33.7M
Probity Advisors, Inc. 6.47% Add +4.2% 445,157 $33.7M
Stash Investments, LLC 17.98% Reduce -1.0% 443,878 $33.6M
Sterling Investment Advisors LLC 18.81% Reduce -1.3% 441,822 $33.4M
Regent Peak Wealth Advisors LLC 7.83% Add +9.6% 438,408 $33.2M
Pathstone Holdings, LLC 0.14% Reduce -18.2% 435,491 $33.0M
MCF Advisors LLC 2.37% Reduce -1.1% 435,001 $32.9M
Acropolis Investment Management, LLC 1.90% Reduce -0.8% 424,125 $32.1M
Brown Advisory Inc. 0.05% Reduce -15.7% 422,599 $32.0M
Cranbrook Wealth Management, LLC 7.38% Reduce -0.5% 419,818 $31.8M
Crestwood Advisors Group, LLC 0.60% Reduce -10.2% 419,457 $31.7M
Condor Capital Management 2.96% Add +52.8% 419,403 $31.7M
Turtle Creek Wealth Advisors, LLC 4.73% Add +37.8% 418,984 $31.7M
Whittier Trust Co. 0.44% Add +6.5% 418,197 $31.6M
Heck Capital Advisors, LLC 3.48% Add +30.2% 408,548 $30.9M
Cwm, LLC 0.12% Add +10.0% 396,181 $30.0M
World Investment Advisors 0.78% Add +44.2% 394,744 $29.9M
Smith & Howard Wealth Management, LLC 8.07% Add +1.6% 390,264 $29.5M
Ritter Daniher Financial Advisory LLC / DE 7.98% Add +1.7% 386,798 $29.3M
Empire Life Investments Inc. 1.90% Add +5.9% 385,469 $29.2M
CBM Financial, LLC 23.62% — 359,171 $29.1M
Community Bank, N.A. 3.86% Add +0.3% 380,283 $28.8M
Tarbox Family Office, Inc. 4.77% Reduce -0.9% 379,275 $28.7M
Archford Capital Strategies, LLC 4.16% Add +15.5% 375,288 $28.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.17% Reduce -60.1% 374,410 $28.3M
Stratos Wealth Partners, LTD. 0.44% Reduce -10.6% 373,546 $28.3M
Capital Advisors Inc. 0.56% Add +6878.8% 373,364 $28.2M
Financial Engines Advisors L.L.C. 0.06% Reduce -12.1% 369,786 $28.0M
Ironsides Asset Advisors, LLC 8.21% Add +14.8% 369,659 $28.0M
Atria Wealth Solutions, Inc. 0.34% Reduce -24.6% 369,344 $27.9M
University of Massachusetts Foundation, Inc. 15.25% No change 359,506 $27.2M
Tennessee Valley Asset Management Partners 4.42% Add +11.0% 358,214 $27.1M
New England Asset Management Inc. 4.60% Add +4.5% 358,100 $27.1M
Kestra Private Wealth Services, LLC 0.45% Add +8.5% 356,713 $27.0M
Montis Financial, LLC 7.91% Reduce -1.4% 355,550 $26.9M
Opus Capital Group, LLC 3.45% Reduce -4.6% 353,993 $26.8M
Spire Wealth Management 0.86% Add +13.9% 353,123 $26.7M
MassMutual Private Wealth & Trust, FSB 0.77% Add +7.0% 352,761 $26.7M
Bull Oak Capital, LLC 14.43% Add +8.3% 349,975 $26.5M
Safeguard Financial, LLC 5.79% Add +5.3% 349,555 $26.4M
Resonant Capital Advisors, LLC 1.84% Add +31.5% 349,502 $26.4M
Beacon Bank & Trust 6.42% Add +1.5% 348,347 $26.4M
Great Lakes Advisors, LLC 0.23% Reduce -40.7% 346,914 $26.2M
Concurrent Investment Advisors, LLC 0.64% Reduce -18.4% 345,968 $26.2M
C V Starr & Co. Inc. 20.15% No change 345,704 $26.2M
Brandywine Oak Private Wealth LLC 2.56% Add +2.6% 344,820 $26.1M
Partners Capital Investment Group, LLP 0.44% Add +78.8% 344,447 $26.1M
Allen Investment Management, LLC 0.30% No change 340,959 $25.8M
Marion Wealth Management 6.86% Reduce -0.3% 339,650 $25.7M
Northwestern Mutual Investment Management Company, LLC 0.40% Reduce -52.8% 335,738 $25.4M
CFO4Life Group, LLC 4.25% Add +3514.1% 333,509 $25.2M
Mesirow Financial Investment Management, Inc. 0.49% Add +4.8% 332,669 $25.2M
Dynamic Advisor Solutions LLC 0.83% Add +4.1% 332,015 $25.1M
Long Run Wealth Advisors, LLC 5.68% Reduce -5.5% 331,324 $25.1M
Dean, Jacobson Financial Services, LLC 19.26% Reduce -0.2% 331,057 $25.0M
Victory Capital Management Inc. 0.03% Reduce -22.1% 327,351 $24.8M
Shoker Investment Counsel, Inc. 8.29% Add +2.3% 324,458 $24.5M
Bare Financial Services, Inc 9.39% Add +4.8% 322,834 $24.4M
Gallagher Fiduciary Advisors, LLC 0.80% Add +0.7% 321,405 $24.3M
Summit Financial, LLC 0.68% Reduce -24.0% 320,673 $24.3M
RPTC Inc. 4.84% Reduce -4.1% 318,256 $24.1M
JFS Wealth Advisors, LLC 1.62% Add +0.9% 316,032 $23.9M
Farther Finance Advisors, LLC 0.61% Add +4.8% 312,960 $23.7M
American Century Companies Inc. 0.01% Reduce -11.3% 313,600 $23.7M
Private Advisor Group, LLC 0.14% Reduce -7.1% 310,720 $23.5M
Bishop & Co Investment Management, LLC 8.99% Reduce -16.8% 307,088 $23.2M
Portland Global Advisors LLC 2.91% Add +7.6% 305,797 $23.1M
Tull Financial Group, Inc. 13.33% Reduce -8.3% 302,455 $22.9M
New Perspectives, Inc 12.13% Reduce -6.8% 300,448 $22.7M
Twele Capital Management, Inc. 4.80% Reduce -5.5% 298,980 $22.6M
Wela Strategies, Inc. 9.54% Add +4.2% 298,800 $22.6M
Strategic Investment Management, LLC 9.03% Reduce -24.1% 297,180 $22.5M
Neumann Capital Management, LLC 7.73% Add +0.9% 295,739 $22.4M
GHP Investment Advisors, Inc. 1.07% Add +0.8% 295,581 $22.4M
Park Avenue Securities LLC 0.27% Reduce -3.9% 294,950 $22.3M
MBL Wealth, LLC 2.26% Add +0.5% 294,718 $22.3M
Martel Wealth Advisors LLC 4.43% Add +3.5% 294,114 $22.2M
JSF Financial, LLC 5.86% Add +9.6% 293,853 $22.2M
Stephens Consulting, LLC 5.49% Add +1.8% 288,562 $21.8M
Robertson Stephens Wealth Management, LLC 0.81% Add +53.8% 285,903 $21.6M
Iowa State Bank 4.55% Reduce -14.5% 283,324 $21.4M
CW Advisors, LLC 0.26% Add +3.4% 283,115 $21.4M
Commerce Bank 0.14% Add +12.4% 282,368 $21.4M
Abundance Wealth Counselors 4.44% Reduce -33.3% 280,751 $21.2M
Great Diamond Partners, LLC 5.80% Add +1.0% 280,320 $21.2M
Fort Point Capital Partners LLC 2.36% Add +5.5% 278,930 $21.1M
WASHINGTON TRUST Co 0.81% Reduce -0.7% 277,844 $21.0M
West Financial Advisors, LLC 3.98% Add +0.9% 277,088 $21.0M
Pine Ridge Advisers LLC 1.79% Add +38.5% 275,902 $20.9M
Atlantic Edge Private Wealth Management, LLC 6.34% Add +9.8% 274,398 $20.8M
Venture Visionary Partners LLC 0.87% Add +3.1% 273,941 $20.7M
Old National Bancorp 0.54% Reduce -14.6% 271,603 $20.5M
Foster Dykema Cabot & Partners, LLC 1.64% Add +0.1% 269,939 $20.4M
Broadview Financial Management, LLC 15.18% Reduce -0.5% 269,010 $20.4M
Toronto Dominion Bank 0.05% Add +77.0% 267,328 $20.2M
Proquility Private Wealth Partners, LLC 6.22% Add +10.7% 266,981 $20.2M
Riversedge Advisors, LLC 4.46% Reduce -17.0% 264,431 $20.0M
Beacon Harbor Wealth Advisors, Inc. 4.62% Add +147.5% 262,949 $19.9M
West Paces Advisors Inc. 4.50% Reduce -7.6% 261,285 $19.8M
MTC Wealth Management LLC 9.65% Add +3.5% 259,603 $19.6M
Zacks Investment Management 0.18% Add +3.0% 256,874 $19.4M
First National Bank & Trust Co. of Newtown 4.07% Add +1.9% 256,023 $19.4M
Hudson Capital Management LLC 6.10% Reduce -6.0% 255,450 $19.3M
Apella Capital, LLC 0.66% Add +262.5% 263,008 $19.2M
Towercrest Capital Management 3.65% Reduce -20.4% 254,150 $19.2M
NorthLanding Financial Partners, LLC 18.63% Reduce -0.4% 250,781 $19.0M
Sigma Investment Counselors Inc. 1.15% Add +1.4% 248,514 $18.8M
Arvest Bank Trust Division 1.19% Reduce -1.8% 248,102 $18.8M
Affiance Financial, LLC 4.36% Add +4.7% 247,418 $18.7M
Encompass Wealth Advisors, LLC 7.62% Add +5.8% 247,413 $18.7M
Apollon Wealth Management, LLC 0.41% Reduce -62.6% 246,351 $18.6M
Curi Capital, LLC 0.46% Add +21.7% 246,055 $18.6M
First Citizens Asset Management, Inc. 7.16% Reduce -43.3% 243,374 $18.4M
Lazard Asset Management LLC 0.03% Reduce -1.6% 243,130 $18.4M
Courier Capital LLC 1.19% Add +121.3% 241,275 $18.3M
O'Dell Group, LLC 4.70% Add +9.9% 239,930 $18.2M
Mycio Wealth Partners, LLC 4.27% Add +0.9% 239,111 $18.1M
S. R. Schill & Associates 14.42% Add +1.9% 239,097 $18.1M
Integrated Advisors Network LLC 0.91% Add +0.5% 238,597 $18.0M
Freedom Investment Management, Inc. 1.50% Add +1.2% 236,874 $17.9M
MIdWestOne Financial Group, Inc. 2.52% Reduce -0.8% 234,514 $17.7M
Highland Capital Management, LLC 1.05% Reduce -0.5% 232,100 $17.6M
Waterloo Capital, L.P. 1.63% Add +39.7% 231,859 $17.5M
Geneos Wealth Management Inc. 0.59% Add +2.9% 231,581 $17.5M
Guidance Point Advisors, LLC 5.15% Reduce -6.8% 230,296 $17.4M
Wealth Architects, LLC 1.91% Reduce -1.8% 228,658 $17.3M
Sovereign Investment Advisors, LLC 5.99% Reduce -3.4% 231,925 $17.2M
Texas Yale Capital Corp. 0.71% Add +3.7% 227,297 $17.2M
Strategic Point Investment Advisors, LLC 2.86% Reduce -1.8% 226,788 $17.2M
Renaissance Technologies 0.03% New 226,100 $17.1M
LCNB Corp. 6.28% Add +1.1% 225,606 $17.1M
Shelter Ins Retirement Plan 21.96% No change 224,262 $17.0M
Dohj, LLC 3.83% Reduce -0.1% 221,560 $16.8M
Rogco, LP 6.67% Add +5.9% 220,125 $16.7M
Argent Advisors, Inc. 5.58% Add +7.5% 219,904 $16.6M
KMG Fiduciary Partners, LLC 1.37% Add +3.0% 218,715 $16.5M
Conservest Capital Advisors, Inc. 1.72% Reduce -65.7% 216,606 $16.4M
Peapack Gladstone Financial Corp. 0.24% Reduce -1.7% 215,339 $16.3M
Sowell Financial Services LLC 0.74% Add +2.8% 215,078 $16.3M
Hamilton Wealth, LLC 3.91% Add +749.1% 214,542 $16.2M
Horizon Investments, LLC 0.48% Add +55.9% 213,594 $16.2M
Cim Investment Management Inc. 3.65% Add +99.4% 219,154 $16.0M
VestGen Advisors, LLC 0.72% — 210,643 $15.9M
Balentine LLC 0.67% Reduce -4.0% 210,208 $15.9M
IFG Advisory, LLC 0.88% Add +29.4% 209,310 $15.8M
Associated Banc-Corp 0.48% Add +5.3% 209,101 $15.8M
Bahl & Gaynor LLC 0.08% Add +0.9% 208,973 $15.8M
Ieq Capital, LLC 0.13% Add +19.0% 208,605 $15.8M
Exencial Wealth Advisors, LLC 0.58% Reduce -1.5% 207,212 $15.7M
Lincoln Capital Corp. 6.51% Reduce -0.3% 206,178 $15.6M
Caprock Group, LLC 0.48% Add +44.1% 206,050 $15.6M
Core Wealth Advisors, Inc. 4.95% Add +0.4% 205,879 $15.6M
Mackenzie Financial Corp. 0.02% Reduce -37.0% 205,265 $15.5M
Marietta Wealth Management, LLC 2.28% Add +5.5% 205,251 $15.5M
Lowe Brockenbrough & Co. Inc. 1.02% Reduce -1.0% 204,650 $15.5M
WBH Advisory Inc. 1.44% Reduce -2.3% 203,400 $15.4M
Main Management LLC 1.35% Reduce -0.0% 203,073 $15.4M
Crescent Grove Advisors, LLC 1.59% Reduce -1.3% 201,059 $15.2M
Trajan Wealth LLC 0.83% Reduce -0.2% 200,261 $15.1M
Single Point Partners, LLC 3.54% Add +4.6% 199,118 $15.1M
Grove Bank & Trust 2.01% Add +4.9% 199,105 $15.1M
Ullmann Wealth Partners Group, LLC 1.98% Reduce -3.6% 196,904 $14.9M
T. Rowe Price Associates Inc. 0.00% Reduce -51.2% 196,585 $14.9M
Gladstone Institutional Advisory LLC 0.69% Add +14.6% 195,991 $14.8M
Better Money Decisions, LLC 9.88% Add +3.3% 195,657 $14.8M
Perigon Wealth Management, LLC 0.38% Reduce -12.5% 193,431 $14.6M
Forvis Mazars Wealth Advisors, LLC 0.35% Reduce -11.6% 193,110 $14.6M
LPWM LLC 4.70% Add +2.0% 193,071 $14.6M
Guidance Capital, Inc. 4.44% New 182,002 $14.5M
Synovus Financial Corp. 0.19% Add +1.8% 191,973 $14.5M
Morris Financial Concepts, Inc. 6.08% Add +1.2% 191,389 $14.5M
Savant Capital, LLC 0.12% Reduce -9.1% 189,722 $14.4M
PDS Planning, Inc 1.21% Reduce -1.2% 189,669 $14.3M
Ancora Advisors LLC 0.32% Add +7.1% 189,304 $14.3M
Custos Family Office, LLC 5.08% Reduce -2.2% 189,245 $14.3M
Rialto Wealth Management, LLC 4.48% Add +19.3% 188,697 $14.3M
Sage Advisory Services, Ltd.Co. 8.38% Add +32.8% 188,512 $14.3M
Randall & Associates Wealth Management 11.67% Add +1.6% 187,115 $14.2M
SageView Advisory Group, LLC 0.60% Reduce -14.9% 186,767 $14.1M
Waverly Advisors, LLC 0.17% Add +11.8% 185,273 $14.0M
Rational Advisors, Inc. 1.46% Add +8539.1% 184,185 $13.9M
CI Investments Inc. 0.06% Add +20.5% 182,372 $13.8M
AlphaCore Capital LLC 1.17% New 182,266 $13.8M
Fairway Wealth LLC 5.08% Add +46.0% 181,753 $13.7M
Webster Bank, N. A. 1.51% Add +77.9% 181,513 $13.7M
Wick Capital Partners, LLC 4.08% Reduce -4.8% 148,679 $13.7M
Family Capital Trust Co 4.90% Reduce -0.8% 180,599 $13.7M
Topel & Distasi Wealth Management, LLC 6.36% Reduce -10.3% 180,112 $13.6M
Spectrum Wealth Counsel, LLC 1.63% Add +1016.0% 179,371 $13.6M
Marquette Associates, Inc. 13.47% Reduce -1.9% 177,912 $13.5M
Integrated Investment Consultants, LLC 2.65% Add +3.6% 175,883 $13.3M
Becker Capital Management Inc. 0.44% Add +13.5% 175,873 $13.3M
Astra Wealth Partners LLC 12.60% Add +0.3% 174,413 $13.2M
Octavia Wealth Advisors, LLC 1.59% Reduce -14.3% 173,259 $13.1M
Sage Rhino Capital LLC 3.01% Reduce -6.8% 171,506 $13.0M
Evergreen Capital Management LLC 0.43% Add +8.8% 170,406 $12.9M
SkyOak Wealth, LLC 2.81% Add +6.9% 169,723 $12.8M
Parr McKnight Wealth Management Group, LLC 1.84% Reduce -1.7% 169,412 $12.8M
BSW Wealth Partners 1.94% Reduce -10.9% 169,325 $12.8M
Ascent Group, LLC 0.55% Add +435.9% 169,216 $12.8M
Proathlete Wealth Management LLC 4.64% Add +1.8% 168,357 $12.7M
Tortoise Investment Management, LLC 1.33% Reduce -2.4% 168,373 $12.7M
Money Concepts Capital Corp. 0.95% Add +1.9% 167,797 $12.7M
Global Wealth Management Investment Advisory, Inc. 2.54% Add +17.3% 167,748 $12.7M
Invesco Ltd. 0.00% Reduce -18.2% 167,543 $12.7M
Caliber Wealth Management, LLC / KS 1.73% — 167,516 $12.7M
Texas Capital Bancshares Inc 5.39% Add +0.9% 167,287 $12.7M
ERn Financial, LLC 1.99% Add +5.4% 166,131 $12.6M
Freestone Capital Holdings, LLC 0.47% Reduce -0.5% 166,114 $12.6M
Per Stirling Capital Management, LLC. 1.79% Add +62.9% 164,932 $12.5M
James J. Burns & Company, LLC 2.23% Add +7.3% 164,746 $12.5M
Winthrop Capital Management, LLC 3.42% Add +10.9% 164,419 $12.4M
Conrad N. Hilton Foundation 8.66% Reduce -54.9% 163,456 $12.4M
Liquid Strategies, LLC 2.32% Reduce -6.5% 163,039 $12.3M
DT Investment Partners, LLC 1.18% Reduce -9.4% 161,246 $12.2M
Koesten, Hirschmann & Crabtree, INC. 6.99% Reduce -3.8% 161,142 $12.2M
Shelter Mutual Insurance Co 2.93% No change 160,575 $12.1M
Stephens Group Asset Management, LLC 0.97% Add +40.9% 159,709 $12.1M
Piedmont Capital Management, LLC 8.63% New 177,146 $12.0M
Advisory Services Network, LLC 0.23% Add +1.0% 158,726 $12.0M
Founders Financial Securities LLC 1.02% Add +19.0% 152,533 $12.0M
Southern Capital Advisors, LLC 6.63% Add +4.9% 157,933 $11.9M
Scotia Capital Inc. 0.06% Reduce -27.7% 157,501 $11.9M
Symphony Financial, Ltd. Co. 7.02% Reduce -3.2% 159,337 $11.9M
McAdam, LLC 0.73% Reduce -22.9% 156,636 $11.8M
Glenmede Trust Co. NA 0.06% Add +6.8% 156,249 $11.8M
Riverview Trust Co 11.71% Reduce -0.1% 156,140 $11.8M
Northcape Wealth Management, LLC 3.77% Reduce -0.6% 154,152 $11.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -21.0% 153,586 $11.6M
Carbahal Olsen Financial Services Group, LLC 11.02% Add +1.3% 153,510 $11.6M
Harbour Capital Advisors, LLC 2.87% Add +0.0% 155,839 $11.6M
Motive Wealth Advisors 6.16% Add +0.2% 152,145 $11.5M
Omnia Family Wealth, LLC 4.81% Reduce -3.2% 152,058 $11.5M
Lido Advisors, LLC 0.07% Add +164.2% 151,797 $11.5M
First Horizon Advisors, Inc. 0.32% Reduce -6.8% 151,615 $11.5M
Ashton Thomas Private Wealth, LLC 0.44% Add +7.3% 150,875 $11.4M
First Merchants Corp. 0.45% Add +50.6% 150,511 $11.4M
Heritage Investors Management Corp. 0.39% Reduce -1.4% 150,505 $11.4M
Pinion Investment Advisors, LLC 2.50% Add +223.3% 149,780 $11.3M
Physician Wealth Advisors, Inc. 1.94% Add +1.1% 148,670 $11.2M
Adaptive Financial Consulting, LLC 4.79% Reduce -3.4% 147,937 $11.2M
Matrix Private Capital Group LLC 6.65% Add +1.6% 147,024 $11.1M
Armbruster Capital Management, Inc. 2.21% Add +4.5% 146,528 $11.1M
Veery Capital, LLC 4.28% Reduce -8.1% 145,436 $11.0M
Summit Wealth Partners, LLC 2.22% Add +0.3% 144,995 $11.0M
Petix & Botte Co 2.84% Add +23.4% 142,393 $10.8M
Rwa Wealth Partners, LLC 0.13% Reduce -3.6% 140,575 $10.6M
Coastline Trust Co 1.31% Reduce -5.9% 139,592 $10.6M
South Plains Financial, Inc. 8.13% Add +1.0% 137,869 $10.4M
Tectonic Advisors LLC 0.65% Add +3.5% 137,828 $10.4M
Rock Creek Group LLC 1.23% Reduce -17.9% 137,655 $10.4M
Nova R Wealth, Inc. 5.11% Add +1.8% 136,348 $10.3M
IFP Advisors, Inc 0.32% Add +88.4% 135,900 $10.3M
NewEdge Wealth, LLC 0.19% Reduce -11.4% 135,238 $10.2M
Sequoia Financial Advisors, LLC 0.08% Add +218.9% 134,201 $10.2M
HB Wealth Management, LLC 0.09% Add +6.6% 134,011 $10.1M
Arbor Investment Advisors, LLC 1.38% Add +1.3% 133,712 $10.1M
Tiemann Investment Advisors, LLC 4.55% Add +3.4% 132,494 $10.0M
Deane Retirement Strategies, Inc. 4.73% New 131,256 $9.9M
Highline Wealth Partners LLC 3.34% Add +7.6% 130,866 $9.9M
Nepc LLC 0.27% Add +73.8% 129,344 $9.8M
B. Riley Wealth Advisors, Inc. 0.29% Add +38.9% 127,422 $9.6M
SouthState Bank Corp 0.44% Add +1062.2% 127,303 $9.6M
Hardy Reed LLC 0.84% No change 126,014 $9.5M
Independent Solutions Wealth Management, LLC 2.13% Add +1.8% 125,980 $9.5M
VAUGHAN & Co SECURITIES, INC. 5.89% Add +1074.3% 125,668 $9.5M
Foundry Financial Group, Inc. 5.85% Reduce -2.2% 125,603 $9.5M
Federation des caisses Desjardins du Quebec 0.05% Add +3.1% 124,964 $9.5M
Rossmore Private Capital 1.15% Add +1.3% 123,729 $9.4M
Canopy Partners, LLC 3.60% Reduce -7.7% 122,197 $9.2M
O'shaughnessy Asset Management, LLC 0.07% Add +5.0% 122,080 $9.2M
Allie Family Office LLC 5.06% Reduce -3.0% 121,928 $9.2M
Life Planning Partners, Inc 8.34% Add +1.4% 121,729 $9.2M
Omega Financial Group, LLC 3.52% Add +0.1% 121,355 $9.2M
Montecito Bank & Trust 1.60% Reduce -4.8% 119,138 $9.0M
Tanager Wealth Management LLP 1.17% Reduce -4.2% 119,094 $9.0M
Anderson Hoagland & Co. 1.07% Reduce -0.5% 132,732 $9.0M
Conning Inc. 0.33% No change 118,845 $9.0M
Sigma Planning Corp 0.29% Reduce -12.3% 118,441 $9.0M
SC&H Financial Advisors, Inc. 1.76% Add +0.0% 118,336 $9.0M
10Elms LLP 10.58% Add +9.0% 118,303 $8.9M
Stokes Family Office, LLC 1.00% Reduce -0.8% 118,077 $8.9M
Cornerstone Advisory, LLC 1.04% Add +9.9% 111,447 $8.9M
ArchPoint Investors 2.93% No change 117,752 $8.9M
Montz Harcus Wealth Management LLC 4.87% Add +13.5% 117,722 $8.9M
Arrowstreet Capital, Limited Partnership 0.01% Add +27.4% 116,741 $8.8M
Bremer Bank National Association 1.57% Reduce -0.8% 116,403 $8.8M
Sawgrass Asset Management LLC 1.08% Add +10.2% 115,954 $8.8M
Rovin Capital /Ut/ 2.82% Add +3820.6% 115,815 $8.8M
Fidelis Capital Partners, LLC 0.93% Reduce -17.1% 112,195 $8.8M
Westside Investment Management, Inc. 1.86% Add +1.9% 115,613 $8.7M
Summit Trail Advisors, LLC 0.29% Reduce -27.2% 115,493 $8.7M
Defined Wealth Management, LLC 5.86% Add +30.5% 115,173 $8.7M
Chicago Partners Investment Group LLC 0.29% Add +1.7% 109,285 $8.7M
FDx Advisors, Inc. 2.83% Add +21.0% 115,130 $8.7M
Abc Arbitrage SA 1.62% Reduce -0.6% 114,938 $8.7M
Cordgrass Capital Advisors, LLC 2.48% Add +3.6% 114,773 $8.7M
Country Club Bank 0.58% Add +5.8% 113,594 $8.7M
Mather Group, Llc. 0.10% Add +2.1% 114,057 $8.6M
Richard W. Paul & Associates, LLC 3.35% Add +1.9% 112,953 $8.5M
Regal Investment Advisors LLC 0.69% Add +7.6% 112,940 $8.5M
Wells Trecaso Financial Group, LLC 2.84% Reduce -0.9% 112,747 $8.5M
Avid Wealth Partners LLC 5.77% Reduce -38.9% 112,349 $8.5M
Smith Salley Wealth Management 0.55% Add +9.2% 111,683 $8.4M
EP Wealth Advisors, LLC 0.07% Reduce -17.4% 111,657 $8.4M
Patriot Investment Management Group, Inc. 0.63% Add +0.4% 111,262 $8.4M
SYM FINANCIAL Corp 1.03% No change 110,892 $8.4M
Snowden Capital Advisors LLC 0.27% Reduce -4.0% 110,541 $8.4M
Wealthstream Advisors, Inc. 1.56% No change 110,303 $8.3M
Evernest Financial Advisors, LLC 2.99% Reduce -0.8% 110,215 $8.3M
Birchcreek Wealth Management, LLC 5.18% Add +3.2% 108,547 $8.2M
D.A. Davidson & Co. 0.07% Add +51.5% 108,440 $8.2M
Acorn Creek Capital LLC 4.07% Add +1.9% 107,795 $8.2M
Helium Advisors LLC 5.90% Add +6.5% 107,164 $8.1M
Instrumental Wealth, LLC 7.34% Add +4.5% 103,808 $8.1M
Central Pacific Bank - Trust Division 1.16% Reduce -22.4% 106,301 $8.0M
Widmann Financial Services, Inc. 6.25% Add +2.8% 106,286 $8.0M
Aspect Partners, LLC 4.60% Add +15.3% 106,101 $8.0M
BG Investment Services, LLC 8.63% Reduce -37.2% 105,875 $8.0M
Simon Quick Advisors, LLC 0.45% Reduce -4.0% 105,248 $8.0M
Jackson Hole Capital Partners, LLC 1.58% Add +4.0% 104,983 $7.9M
Alliance Wealth Management Group 2.14% Add +6.7% 104,851 $7.9M
Next Capital Management LLC 3.79% Add +2.2% 104,411 $7.9M
Cypress Financial Planning LLC 2.83% Reduce -0.6% 103,830 $7.9M
Interchange Capital Partners, LLC 2.20% Add +52.9% 103,601 $7.8M
Mechanics Financial Corp 3.55% Add +3.3% 103,540 $7.8M
Continuum Advisory, LLC 1.01% Add +3.2% 103,210 $7.8M
Modern Wealth Management, LLC 0.25% Add +797.3% 102,776 $7.8M
Horizon Bancorp Inc. 4.39% Add +1.9% 102,739 $7.8M
Atlas Legacy Advisors, LLC 1.96% New 102,024 $7.7M
Element Pointe Advisors, LLC 1.88% Add +9.8% 102,013 $7.7M
Plancorp, LLC 0.31% Reduce -1.1% 101,951 $7.7M
Waldron Private Wealth LLC 0.36% Reduce -5.4% 101,394 $7.7M
Providence Capital Advisors, LLC 1.59% Reduce -3.3% 101,384 $7.7M
SlateStone Wealth, LLC 0.77% Add +71.3% 101,355 $7.7M
Urban Financial Advisory Corp 4.22% Add +32.5% 100,992 $7.6M
Abound Wealth Management 2.55% Add +0.4% 100,935 $7.6M
State of Tennessee, Department of Treasury 0.03% Add +13.6% 100,863 $7.6M
Emerald Advisors, LLC 1.01% Add +5.0% 100,181 $7.6M
Flywheel Private Wealth LLC 6.87% Add +7.3% 99,690 $7.5M
Aspen Wealth Strategies, LLC 4.93% Add +4.3% 99,458 $7.5M
Columbia Bank 2.59% Reduce -11.8% 98,820 $7.5M
Wade Financial Advisory, Inc 2.55% Add +0.2% 98,489 $7.5M
Econ Financial Services Corp 3.97% Reduce -19.9% 98,475 $7.4M
Axxcess Wealth Management, LLC 0.20% Reduce -11.5% 98,404 $7.4M
TCV Trust & Wealth Management, Inc. 0.68% Add +0.2% 97,140 $7.3M
Sunbelt Securities, Inc. 0.65% Add +0.8% 96,674 $7.3M
Penney Financial, LLC 4.80% Add +4.8% 96,558 $7.3M
Red Tortoise LLC 3.81% No change 96,401 $7.3M
Rodgers & Associates, LTD 0.88% Add +0.7% 94,947 $7.2M
Calamos Wealth Management LLC 0.36% Add +3.6% 94,678 $7.2M
Clayton Financial Group LLC 2.62% Add +13.6% 94,564 $7.2M
GoalVest Advisory LLC 1.96% Add +175.2% 94,210 $7.1M
Graypoint LLC 0.44% Reduce -7.7% 93,877 $7.1M
YHB Investment Advisors, Inc. 0.59% Reduce -0.1% 93,464 $7.1M
J.W. Cole Advisors, Inc. 0.22% Add +51.1% 92,529 $7.0M
Scarborough Advisors, LLC 1.00% Add +5.1% 92,440 $7.0M
Nations Financial Group Inc, /Ia/ 0.53% Add +25.6% 92,403 $7.0M
Affinity Capital Advisors, LLC 1.38% Reduce -1.9% 95,013 $7.0M
LongView Wealth Management 2.08% Add +9.0% 91,666 $6.9M
Smithbridge Asset Management Inc. 1.28% — 91,416 $6.9M
AQR Capital Management 0.01% Add +53.1% 90,409 $6.8M
Planned Solutions, Inc. 2.80% Add +1.6% 90,202 $6.8M
Charles Schwab Trust Co 0.57% Reduce -8.7% 90,022 $6.8M
Kendall Capital Management 1.99% Add +12.4% 89,599 $6.8M
Hickory Point Bank & Trust 5.91% Add +1.4% 88,831 $6.7M
NBT Bank, N.A. 0.48% Reduce -24.1% 88,655 $6.7M
Earned Wealth Advisors, LLC 1.47% New 88,361 $6.7M
Royal Harbor Partners, LLC 2.58% New 88,045 $6.7M
Aprio Wealth Management, LLC 0.83% Add +17.5% 87,296 $6.6M
West Coast Financial LLC 0.75% Add +2772.4% 86,975 $6.6M
Hilltop Holdings Inc. 0.41% Add +664.7% 86,911 $6.6M
Agf Management Ltd. 0.03% Add +0.3% 86,731 $6.6M
Private Client Services, LLC 3.24% Add +74.7% 86,644 $6.6M
Camelot Technology Advisors, Inc. 6.02% Reduce -0.3% 86,144 $6.5M
Bleakley Financial Group, LLC 0.21% Add +0.8% 86,063 $6.5M
Enclave Advisors LLC 1.11% Add +14.5% 86,017 $6.5M
Oakwell Private Wealth Management, LLC 1.79% Reduce -3.0% 85,926 $6.5M
Wealth Dimensions Group, Ltd. 1.52% Add +9.5% 84,431 $6.4M
Avion Wealth 1.63% No change 90,169 $6.3M
Asset Dedication, LLC 0.51% Reduce -21.9% 83,264 $6.3M
Pinnacle Financial Partners Inc 0.13% Reduce -7.6% 87,107 $6.3M
Swmg, LLC 2.49% Add +8.5% 80,359 $6.3M
Bessemer Group Inc. 0.01% Add +23.9% 82,672 $6.3M
Tounjian Advisory Partners, LLC 1.17% — 82,534 $6.2M
Relyea Zuckerberg Hanson LLC 0.84% Add +2.5% 82,516 $6.2M
May Hill Capital, LLC 2.35% Add +18.3% 82,271 $6.2M
Great Valley Advisor Group, Inc. 0.13% Reduce -2.1% 81,742 $6.2M
Insight 2811, Inc. 3.13% Reduce -4.4% 81,587 $6.2M
Private Trust Co. NA 0.63% Reduce -14.4% 81,430 $6.2M
Louisbourg Investments Inc. 1.67% Add +7.0% 81,185 $6.1M
Mayflower Financial Advisors, LLC 0.93% Reduce -2.4% 80,995 $6.1M
HRT Financial LP 0.04% Add +366.8% 80,483 $6.1M
Nwam LLC 0.52% Add +4.0% 80,462 $6.1M
Lane & Associates LLC 3.24% Add +121.5% 79,434 $6.0M
Paladin Advisory Group, LLC 4.80% Reduce -8.1% 79,347 $6.0M
King Wealth Management Group 0.91% Reduce -2.9% 78,916 $6.0M
Capital Investment Advisory Services, LLC 0.53% Add +4.9% 77,975 $5.9M
Brio Consultants, LLC 0.93% Reduce -1.8% 77,970 $5.9M
Advocacy Wealth Management, LLC 0.40% Add +388.1% 77,908 $5.9M
TruNorth Capital Management, LLC 1.46% Add +24.8% 77,766 $5.9M
Avalon Capital Management 1.71% New 77,708 $5.9M
Laurel Wealth Advisors LLC 0.92% Reduce -0.8% 77,497 $5.9M
Auour Investments LLC 2.11% Reduce -10.6% 73,862 $5.8M
Wealthcare Advisory Partners LLC 0.16% Reduce -2.0% 76,847 $5.8M
Aspen Investment Management Inc 2.67% Reduce -2.8% 76,432 $5.8M
Certified Advisory Corp 0.65% Add +2.3% 76,238 $5.8M
Dorsey & Whitney Trust CO LLC 0.33% Add +1.3% 76,204 $5.8M
UNIVEST FINANCIAL Corp 0.37% Reduce -31.9% 75,571 $5.7M
Leuthold Group, LLC 0.74% Add +0.6% 74,909 $5.7M
TFB Advisors LLC 1.63% Add +3.4% 74,765 $5.7M
Accurate Wealth Management, LLC 1.08% Add +4.2% 76,843 $5.6M
Baron Silver Stevens Financial Advisors, LLC 0.97% Add +1.8% 73,535 $5.6M
Western Wealth Management, LLC 0.37% Add +2.9% 73,324 $5.5M
Ascent Capital Management, LLC 5.56% Add +4.5% 73,001 $5.5M
St. Clair Advisors, LLC 1.54% New 72,841 $5.5M
IHT Wealth Management, LLC 0.17% Reduce -1.9% 72,413 $5.5M
Telos Capital Management, Inc. 0.60% Reduce -0.6% 72,303 $5.5M
Rothschild Wealth LLC 1.52% Reduce -5.8% 71,860 $5.4M
Arkadios Wealth Advisors 0.20% Add +9.6% 71,135 $5.4M
Liberty Wealth Management LLC 1.01% Reduce -59.7% 70,119 $5.3M
Deutsche Bank AG 0.00% Reduce -1.0% 69,527 $5.3M
Boston Research & Management Inc. 1.29% Add +0.0% 69,129 $5.2M
Brooklyn FI, LLC 1.61% Reduce -10.1% 66,147 $5.2M
Compton Financial Group, LLC 1.50% Reduce -90.7% 69,076 $5.2M
Cullen/Frost Bankers, Inc. 0.07% Add +20.5% 68,537 $5.2M
Financial Synergies Wealth Advisors, Inc. 0.63% Reduce -0.6% 68,295 $5.2M
CWA Asset Management Group, LLC 0.25% Add +374.5% 68,194 $5.2M
Townsquare Capital LLC 0.05% Reduce -9.2% 68,017 $5.1M
Transcend Capital Advisors, LLC 0.37% Reduce -5.2% 67,976 $5.1M
Eagle Strategies LLC 0.89% Add +3.1% 67,834 $5.1M
Stratos Investment Management, LLC 0.27% Add +6.2% 67,542 $5.1M
Caldwell Trust Co 0.54% Add +4.0% 66,776 $5.1M
ICONIQ Capital, LLC 0.09% Add +1.5% 66,503 $5.0M
Argent Trust Co 0.21% Reduce -2.3% 66,332 $5.0M
Focus Partners Advisor Solutions, LLC 0.08% Add +4.2% 66,033 $5.0M
Level Four Advisory Services, LLC 0.20% Add +9.1% 65,695 $5.0M
Investment Partners, LTD. 2.05% Reduce -4.1% 65,328 $4.9M
Acima Private Wealth, LLC 1.77% Reduce -9.7% 65,170 $4.9M
Parkside Financial Bank & Trust 0.63% Add +5.5% 65,139 $4.9M
Legacy Financial Advisors, Inc. 0.82% Reduce -4.8% 64,936 $4.9M
Eldridge Investment Advisors, Inc. 1.13% No change 64,804 $4.9M
SoundView Advisors Inc. 2.02% Reduce -0.5% 64,809 $4.9M
DecisionMap Wealth Management, LLC 3.73% Add +1.6% 64,761 $4.9M
Moody National Bank Trust Division 0.51% No change 64,708 $4.9M
Bowman & Co S.C. 2.41% Add +0.1% 64,502 $4.9M
TAGStone Capital, Inc. 2.38% Reduce -2.0% 63,880 $4.8M
Ellevest, Inc. 0.32% Reduce -42.0% 63,577 $4.8M
Napatree Capital LLC 2.69% Add +237.4% 63,320 $4.8M
Creative Financial Designs Inc. 0.38% Reduce -6.4% 63,286 $4.8M
BNP Paribas Financial Markets 0.00% Add +51.2% 63,060 $4.8M
Roble, Belko & Company, Inc 0.76% Reduce -0.3% 63,036 $4.8M
Tritonpoint Wealth, LLC 0.45% Reduce -3.6% 62,828 $4.8M
Ewa, LLC 1.76% Reduce -19.5% 62,565 $4.7M
Cahaba Wealth Management, Inc. 0.39% Reduce -1.9% 62,430 $4.7M
Seldon Capital LP 2.97% No change 62,425 $4.7M
Elmwood Wealth Management, Inc. 1.94% Add +0.2% 62,407 $4.7M
Carrera Capital Advisors 1.04% Reduce -0.5% 62,182 $4.7M
Elyxium Wealth, LLC 2.08% Reduce -2.1% 62,179 $4.7M
Intrua Financial, LLC 0.74% Reduce -10.0% 62,140 $4.7M
Two Sigma Securities, LLC 0.72% Add +177.3% 61,959 $4.7M
Nisa Investment Advisors, LLC 0.02% Reduce -85.4% 61,800 $4.7M
PKS Advisory Services, LLC 1.28% Add +25.7% 61,452 $4.7M
CFS Investment Advisory Services, LLC 0.42% Reduce -12.0% 61,746 $4.7M
Fiducient Advisors LLC 0.58% Reduce -12.2% 61,375 $4.6M
Harbor Investment Advisory, LLC 0.45% Add +2.3% 61,289 $4.6M
MSH Capital Advisors LLC 1.43% Add +4.3% 61,034 $4.6M
Hubbell Strickland Wealth Management, LLC 2.16% Add +9.7% 60,444 $4.6M
Spinnaker Trust 0.30% Reduce -19.2% 60,409 $4.6M
Joel Adams & Associates, Inc. 4.10% Add +0.6% 60,273 $4.6M
Fairview Capital Investment Management, LLC 0.24% Reduce -4.7% 60,271 $4.6M
Ade, LLC 2.58% Add +3.4% 59,137 $4.5M
CIBC Private Wealth Group LLC 0.01% Add +19.4% 65,689 $4.5M
Canvas Wealth Advisors, LLC 1.14% Reduce -8.2% 58,050 $4.4M
Segment Wealth Management, LLC 0.30% Reduce -5.6% 58,755 $4.4M
Westfuller Advisors, LLC 2.96% Reduce -40.4% 58,694 $4.4M
JGP Wealth Management, LLC 0.58% Add +7.1% 58,582 $4.4M
CENTRAL TRUST Co 0.11% Reduce -2.2% 58,500 $4.4M
Northwest & Ethical Investments L.P. 0.12% Reduce -63.4% 58,128 $4.4M
AAF Wealth Management, LLC 2.37% Reduce -12.0% 58,058 $4.4M
Fiduciary Group, LLC 0.44% Reduce -1.7% 58,027 $4.4M
Meeder Asset Management Inc. 0.30% No change 58,023 $4.4M
Waypoint Wealth Partners Inc. 1.20% Reduce -0.8% 57,468 $4.3M
Beirne Wealth Consulting Services, LLC 1.55% Add +1.0% 57,431 $4.3M
Roundview Capital LLC 0.31% Add +13.0% 56,846 $4.3M
Retirement Capital Strategies 1.68% New 56,792 $4.3M
Prospera Financial Services Inc 0.10% Reduce -4.9% 56,644 $4.3M
REDW Wealth LLC 1.59% Add +12.2% 56,440 $4.3M
William Howard & Co Financial Advisors Inc 4.00% Reduce -4.5% 56,364 $4.3M
Tanglewood Wealth Management, Inc. 0.48% Reduce -6.0% 56,342 $4.3M
JPL Wealth Management, LLC 1.22% Add +8.0% 56,312 $4.3M
One Degree Advisors Inc 1.75% Reduce -2.0% 56,307 $4.3M
Florida Trust Wealth Management Co 0.14% Add +26.3% 56,222 $4.3M
Smith Shellnut Wilson LLC 1.95% Reduce -0.4% 56,195 $4.3M
Wealth Alliance, LLC 0.51% Add +214.0% 56,094 $4.2M
Sandy Cove Advisors, LLC 1.70% Add +11.5% 55,978 $4.2M
Emergent Wealth Advisors, LLC 3.05% Reduce -10.0% 55,713 $4.2M
Synergy Investment Management, LLC 1.75% Reduce -41.0% 55,404 $4.2M
High Net Worth Advisory Group LLC 1.18% Reduce -0.2% 55,362 $4.2M
Prism Advisors, Inc. 1.29% Reduce -2.1% 55,316 $4.2M
Signet Financial Management, LLC 0.56% Reduce -5.5% 55,146 $4.2M
Endowment Wealth Management, Inc. 2.68% Reduce -1.6% 55,057 $4.2M
Aptus Capital Advisors, LLC 0.05% Reduce -9.3% 55,006 $4.2M
Outlook Wealth Advisors, LLC 1.16% Add +4.1% 54,952 $4.2M
Confluence Wealth Services, Inc. 0.26% Reduce -5.3% 53,568 $4.1M
Prosperity Consulting Group, LLC 0.32% Add +70.5% 54,227 $4.1M
Busey Bank 0.14% Reduce -0.7% 54,074 $4.1M
Flagstar Securities, Inc. 1.05% Reduce -9.7% 54,066 $4.1M
Invera Wealth Advisors, LLC 2.64% Reduce -12.5% 53,907 $4.1M
Greykasell Wealth Strategies, Inc. 2.17% Add +7.3% 53,665 $4.1M
Journey Strategic Wealth LLC 0.14% Reduce -2.3% 53,361 $4.0M
Sapient Capital LLC 0.08% Add +0.5% 53,189 $4.0M
Center For Asset Management LLC 2.46% Add +55.0% 53,179 $4.0M
First United Bank & Trust 1.47% Add +7.1% 52,122 $3.9M
Massachusetts Financial Services Co. 0.00% Add +262.5% 51,864 $3.9M
Element Wealth, LLC 2.10% Reduce -1.3% 51,666 $3.9M
Atlanta Consulting Group Advisors, LLC 1.14% Reduce -13.6% 51,662 $3.9M
Koshinski Asset Management, Inc. 0.33% Add +2.9% 50,695 $3.8M
Fi3 FINANCIAL ADVISORS, LLC 1.55% Reduce -13.5% 50,508 $3.8M
Fulton Bank, N.A. 0.15% Add +4.4% 50,505 $3.8M
Rinkey Investments 1.21% No change 50,383 $3.8M
Keystone Global Partners, LLC 2.66% — 50,167 $3.8M
Eley Financial Management, Inc 1.52% Add +1.2% 50,013 $3.8M
Savvy Advisors, Inc. 0.38% Add +427.0% 49,966 $3.8M
Pembroke Management, LTD 0.55% Reduce -9.4% 49,808 $3.8M
Oppenheimer & Co. Inc. 0.06% Reduce -6.7% 49,770 $3.8M
Harbour Investments, Inc. 0.11% Add +5.7% 49,681 $3.8M
Trust Point Inc. 0.34% Reduce -0.5% 49,672 $3.8M
FAS Wealth Partners, Inc. 0.31% Add +1.7% 49,645 $3.8M
PACK Private Wealth, LLC 2.23% Reduce -7.7% 49,599 $3.8M
Wakefield Asset Management LLLP 1.14% Add +1.6% 49,557 $3.7M
Visionary Wealth Advisors 0.22% Reduce -1.4% 49,234 $3.7M
SkyView Investment Advisors, LLC 0.56% Add +0.3% 49,166 $3.7M
Belpointe Asset Management LLC 0.19% Add +885.7% 48,467 $3.7M
NorthRock Partners, LLC 0.12% Add +14.1% 48,455 $3.7M
Avior Wealth Management, LLC 0.14% Reduce -3.8% 48,317 $3.7M
Hofer & Associates. Inc 2.45% Add +1.4% 47,736 $3.6M
Schiavi & Co LLC 1.32% Reduce -2.0% 47,576 $3.6M
Meridian Wealth Management, LLC 0.17% Add +32.6% 47,462 $3.6M
Park Place Capital Corp 0.97% Reduce -67.7% 47,435 $3.6M
PrairieView Partners, LLC 0.37% Add +2.7% 47,403 $3.6M
Chesley Taft & Associates LLC 0.17% Reduce -3.0% 47,058 $3.6M
Centerpoint Advisors, LLC 1.30% Reduce -1.4% 46,685 $3.5M
Heritage Family Offices, LLP 1.80% Reduce -6.7% 46,634 $3.5M
POM Investment Strategies, LLC 4.09% New 46,253 $3.5M
Valmark Advisers, Inc. 0.05% Add +0.4% 46,105 $3.5M
Kingsview Wealth Management, LLC 0.07% Reduce -8.3% 46,043 $3.5M
Coastal Bridge Advisors, LLC 0.50% Add +24.3% 45,994 $3.5M
Bernard Wealth Management Corp. 1.69% Add +2.4% 45,783 $3.5M
Okabena Investment Services Inc. 0.87% Add +1.0% 45,708 $3.5M
Orrstown Financial Services Inc. 0.82% Reduce -16.2% 45,661 $3.5M
Palisade Asset Management, LLC 0.35% Add +0.8% 45,497 $3.4M
Boyd Wealth Management, LLC 1.71% Add +11.0% 45,432 $3.4M
Brighton Jones LLC 0.11% Add +2.8% 45,264 $3.4M
CVA Family Office, LLC 0.52% Reduce -5.9% 44,554 $3.4M
Windward Private Wealth Management Inc. 1.31% Reduce -2.3% 44,408 $3.4M
Inman Jager Wealth Management, LLC 2.51% Add +0.4% 44,367 $3.4M
Wilshire Advisors LLC 10.61% Reduce -46.4% 443,551 $3.4M
Diversify Advisory Services, LLC 0.21% Add +11.4% 41,696 $3.3M
Vanguard Group Inc. 0.00% Add +23.5% 43,377 $3.3M
AtlasMark Financial, Inc 3.04% Add +8.6% 43,301 $3.3M
Beam Wealth Advisors, Inc. 1.10% Add +4.3% 43,082 $3.3M
LTG Capital LLC 2.95% Add +1.7% 42,725 $3.2M
CSM Advisors, LLC 0.18% Reduce -1.8% 42,684 $3.2M
Collective Family Office LLC 0.87% Reduce -8.8% 42,493 $3.2M
Kanawha Capital Management LLC 0.25% Reduce -7.0% 42,472 $3.2M
Ellis Investment Partners, LLC 0.66% Reduce -0.2% 42,241 $3.2M
Old Port Advisors 0.94% Add +5.8% 42,030 $3.2M
Trivium Point Advisory, LLC 0.39% Add +104.0% 42,006 $3.2M
New England Private Wealth Advisors LLC 0.49% Add +49.7% 41,922 $3.2M
Endeavor Private Wealth, Inc. 1.72% New 41,919 $3.2M
Claro Advisors Inc. 0.42% Reduce -9.7% 41,912 $3.2M
PFG Investments, LLC 0.20% Add +6.0% 41,688 $3.2M
DRW Securities, LLC 0.27% Reduce -93.6% 41,662 $3.2M
Kaleidoscope Capital LP 1.87% No change 41,650 $3.2M
One Capital Management, LLC 0.11% Add +2.6% 41,594 $3.1M
Christopher J. Hasenberg, Inc 1.30% Add +826.7% 41,339 $3.1M
Hollencrest Capital Management 0.14% Reduce -7.9% 41,305 $3.1M
Moneco Advisors, LLC 0.32% Reduce -6.5% 41,208 $3.1M
Cibc World Market Inc. 0.01% Reduce -6.4% 40,998 $3.1M
Kaydan Wealth Management, Inc. 0.99% Add +14.5% 40,941 $3.1M
Merkkuri Wealth Advisors LLC 2.65% Reduce -27.9% 40,939 $3.1M
Sierra Capital LLC 0.37% No change 40,918 $3.1M
TRUE Private Wealth Advisors 0.37% Reduce -34.2% 40,791 $3.1M
Patton Albertson Miller Group, LLC 0.46% Reduce -8.6% 40,696 $3.1M
Obsidian Cio, LLC 0.50% Reduce -21.1% 40,606 $3.1M
Qube Research & Technologies Ltd 0.00% New 40,596 $3.1M
Legacy Trust 0.74% Add +2.5% 40,585 $3.1M
Stock Yards Bank & Trust Co. 0.11% Add +20.6% 40,483 $3.1M
Howe & Rusling Inc. 0.26% Add +6.0% 40,377 $3.1M
Capital Investment Counsel, LLC 0.50% Reduce -1.2% 40,264 $3.0M
Cynosure Group, LLC 0.42% Add +6.9% 40,224 $3.0M
Bridges Investment Management Inc. 0.04% Reduce -12.7% 40,208 $3.0M
Beacon Bridge Wealth Partners, LLC 1.29% Reduce -0.4% 40,056 $3.0M
Soltis Investment Advisors LLC 0.27% Reduce -23.0% 40,004 $3.0M
Forefront Wealth Partners, LLC 2.04% Add +0.9% 39,638 $3.0M
BWM Planning, LLC 1.27% No change 39,627 $3.0M
Simplicity Wealth,LLC 0.23% Add +37.9% 39,467 $3.0M
Leavell Investment Management, Inc. 0.15% Add +0.5% 39,186 $3.0M
Madison Wealth Partners, Inc 0.73% Reduce -6.2% 39,099 $3.0M
Cowa, LLC 1.26% Add +1.8% 39,088 $3.0M
F/m Investments LLC 0.12% Add +2.4% 39,051 $3.0M
Strategic Blueprint, LLC 0.16% Add +21.8% 38,850 $2.9M
PFG Advisors 0.16% Reduce -6.6% 38,711 $2.9M
Colonial Trust Advisors 0.26% Add +5.6% 38,497 $2.9M
Arete Wealth Advisors, LLC 0.22% Reduce -1.9% 38,071 $2.9M
Aletheian Wealth Advisors LLC 1.61% Reduce -0.5% 37,938 $2.9M
Princeton Global Asset Management LLC 0.57% Add +0.1% 37,766 $2.9M
Flagship Harbor Advisors, LLC 0.15% Add +13.5% 37,761 $2.9M
Patten Group, Inc. 0.65% Add +3.4% 37,594 $2.8M
Raffa Wealth Management, LLC 0.64% No change 37,411 $2.8M
Fortis Capital Advisors, LLC 0.57% New 37,279 $2.8M
Phillips Financial Management, LLC 0.22% Reduce -0.3% 37,207 $2.8M
Citadel Advisors 0.00% Reduce -53.6% 37,009 $2.8M
Mutual Advisors, LLC 0.08% Reduce -4.3% 35,821 $2.8M
Silvercrest Asset Management Group LLC 0.02% Reduce -4.9% 36,787 $2.8M
Compound Planning, Inc. 0.13% Reduce -10.9% 36,786 $2.8M
Cambridge Financial Group, LLC 1.18% Reduce -0.2% 36,765 $2.8M
Bigelow Investment Advisors, LLC 1.32% Reduce -1.4% 36,692 $2.8M
BluePointe Capital Management, LLC 1.06% Add +449.1% 36,656 $2.8M
Apeiron RIA LLC 0.84% Add +0.9% 36,577 $2.8M
Diversified Enterprises, LLC 0.23% Add +101.2% 36,416 $2.8M
Thoroughbred Financial Services, LLC 0.17% Reduce -2.0% 36,354 $2.8M
Cornerstone Advisors Asset Management, LLC 0.56% Add +6.4% 36,177 $2.7M
Bryn Mawr Trust Advisors, LLC 0.16% Add +2.6% 36,112 $2.7M
Clear Investment Research, LLC 3.63% Reduce -6.7% 35,882 $2.7M
Wilmington Savings Fund Society, FSB 0.05% Reduce -31.8% 35,870 $2.7M
Capital Advantage, Inc. 0.49% No change 38,576 $2.7M
KPP Advisory Services LLC 0.51% Add +23.6% 35,570 $2.7M
Henderson Brothers Financial Partners, LLC 1.34% — 30,010 $2.7M
Stratos Wealth Advisors, LLC 0.15% Reduce -65.6% 35,248 $2.7M
Smartleaf Asset Management LLC 0.26% Add +69.9% 34,887 $2.7M
Peak Financial Management, Inc. 0.79% Reduce -0.1% 35,011 $2.6M
Bearing Point Capital, LLC 0.56% No change 34,600 $2.6M
Sound View Wealth Advisors Group, LLC 0.21% Add +44.0% 34,563 $2.6M
Red Crane Wealth Management, LLC 2.49% Reduce -1.1% 34,330 $2.6M
Colton Groome Financial Advisors, LLC 1.01% Add +9.7% 32,951 $2.6M
CWS Financial Advisors, LLC 0.82% No change 34,203 $2.6M
Kings Path Partners LLC 1.26% Reduce -0.7% 34,131 $2.6M
North Star Investment Management Corp. 0.19% Add +13.6% 34,114 $2.6M
Inspire Advisors, LLC 0.30% Add +48.9% 33,885 $2.6M
Quantinno Capital Management LP 0.02% Add +16.9% 33,776 $2.6M
Shufro Rose & Co. LLC 0.20% Add +10.2% 33,754 $2.6M
LGL Partners, LLC 1.23% Add +7.0% 33,750 $2.6M
Cary Street Partners Financial LLC 0.08% Reduce -20.9% 33,719 $2.6M
DHK Financial Advisors, Inc. 1.39% New 33,505 $2.5M
Elevation Point Wealth Partners, LLC 0.21% Reduce -44.6% 33,093 $2.5M
Litman Gregory Wealth Management LLC 0.21% Reduce -1.6% 33,017 $2.5M
Essex Financial Services, Inc. 0.18% Reduce -19.6% 32,908 $2.5M
Dravo Bay LLC 1.31% Reduce -6.4% 32,769 $2.5M
180 Wealth Advisors, LLC 0.40% Reduce -0.8% 32,758 $2.5M
Evanson Asset Management, LLC 0.17% No change 32,640 $2.5M
Bryant Woods Investment Advisors, LLC 1.18% Reduce -2.7% 32,566 $2.5M
Ameritas Advisory Services, LLC 0.10% Reduce -5.3% 33,647 $2.5M
Capital Investment Advisors, LLC 0.05% Add +10.7% 32,274 $2.4M
Pathway Financial Advisors LLC 0.44% Add +117.0% 32,268 $2.4M
Hobbs Group Advisors, LLC 0.93% Reduce -5.5% 32,207 $2.4M
New Hampshire Trust 0.56% Add +26.5% 32,108 $2.4M
Ignite Planners, LLC 0.47% Add +9.1% 30,861 $2.4M
Gentry Private Wealth, LLC 1.98% New 31,882 $2.4M
SWP Financial LLC 1.47% Reduce -3.2% 31,849 $2.4M
JRM Investment Counsel, LLC 0.85% Add +38.7% 31,575 $2.4M
Fisher Asset Management 0.00% Reduce -79.2% 31,228 $2.4M
Lineweaver Wealth Advisors, LLC 0.40% Add +9.0% 31,218 $2.4M
Annie E. Casey Foundation, Inc. 3.18% New 31,084 $2.4M
Columbus Macro, LLC 0.31% Reduce -11.0% 31,041 $2.3M
Integrity Alliance, Llc. 0.09% Add +93.4% 30,966 $2.3M
Quadrant Private Wealth Management, LLC 0.58% Add +39.9% 30,786 $2.3M
Parsons Capital Management Inc. 0.13% Add +2.3% 30,622 $2.3M
Wetzel Investment Advisors, Inc. 1.17% Reduce -1.9% 30,574 $2.3M
Vista Cima Wealth Management LLC 2.48% Reduce -30.5% 30,458 $2.3M
Brookstone Capital Management 0.03% Reduce -16.5% 30,452 $2.3M
GWN Securities Inc. 0.13% Add +368.9% 30,055 $2.3M
Infinity Wealth Counsel, LLC 2.47% Add +2.1% 30,216 $2.3M
Wealthedge Investment Advisors, LLC 1.03% Reduce -43.0% 30,199 $2.3M
3Chopt Investment Partners, LLC 0.60% Reduce -14.4% 30,166 $2.3M
Waycross Investment Management Co 2.57% Reduce -0.7% 30,091 $2.3M
Wesbanco Bank Inc. 0.08% Reduce -2.6% 29,857 $2.3M
Richard P Slaughter Associates Inc 0.52% Reduce -3.6% 29,678 $2.2M
Headlands Technologies LLC 0.25% Add +512.1% 29,532 $2.2M
Independent Advisor Alliance 0.07% Reduce -87.1% 29,524 $2.2M
Panoramic Investment Advisors, LLC 1.51% Add +3.0% 29,507 $2.2M
Capital Advisors, Ltd. LLC 0.29% Add +2.7% 29,450 $2.2M
Glenview Trust Co 0.04% Reduce -0.8% 29,427 $2.2M
Denver PWM, LLC 0.79% Reduce -3.9% 29,072 $2.2M
Grant Street Asset Management, Inc. 0.53% Add +13.3% 28,884 $2.2M
Operose Advisors LLC 0.72% Add +0.5% 28,809 $2.2M
Empower Advisory Group, LLC 0.01% Reduce -34.8% 28,776 $2.2M
Brown Wealth Management, LLC 0.75% Reduce -34.1% 28,766 $2.2M
Manhattan West Asset Management, LLC 0.55% Add +5.5% 28,549 $2.2M
Patriot Financial Group Insurance Agency, LLC 0.29% Reduce -16.7% 28,503 $2.2M
Wharton Business Group, LLC 0.10% Reduce -1.2% 28,483 $2.2M
Investment Advisory Group, LLC 0.72% Reduce -0.4% 28,387 $2.1M
Certus Wealth Management, LLC 1.45% Reduce -1.5% 26,543 $2.1M
Pinnacle Bancorp, Inc. 0.69% Reduce -1.2% 28,095 $2.1M
Traveka Wealth, LLC 1.19% Reduce -7.0% 28,057 $2.1M
Fire Capital Management LLC 1.55% Reduce -6.1% 27,895 $2.1M
Godshalk Welsh Capital Management, Inc. 1.38% Add +0.3% 27,834 $2.1M
Morton Brown Family Wealth, LLC 0.71% Reduce -8.0% 27,722 $2.1M
LM Advisors LLC 0.38% Add +8.1% 27,402 $2.1M
StoneX Group Inc. 0.11% Add +4.5% 27,311 $2.1M
Cyndeo Wealth Partners, LLC 0.14% Add +10.9% 27,275 $2.1M
Allworth Financial LP 0.01% Add +7.5% 26,528 $2.1M
Focus Financial Network, Inc. 0.08% Add +345.0% 27,165 $2.1M
Aegis Wealth Management LLC 1.20% Add +32.8% 27,080 $2.0M
Sentinel Trust Co. Lba 0.24% Reduce -2.2% 26,956 $2.0M
GTS Securities LLC 0.09% New 26,912 $2.0M
State Farm Mutual Automobile Insurance Co. 0.00% Add +512.6% 26,869 $2.0M
Lee Financial Co 0.31% Add +0.1% 26,841 $2.0M
Tobias Financial Advisors, Inc. 0.39% Add +15.6% 26,819 $2.0M
Zions Bancorporation, National Association 0.13% — 26,809 $2.0M
Firestone Capital Management 0.53% Reduce -2.2% 26,698 $2.0M
Steel Grove Capital Advisors, LLC 0.30% Add +1.1% 26,584 $2.0M
Arkansas Financial Group, Inc. 0.35% Add +5.4% 28,013 $2.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Add +36.0% 26,279 $2.0M
U.S. Capital Wealth Advisors, LLC 0.06% Reduce -19.3% 26,140 $2.0M
Innovative Wealth Building LLC 1.81% Reduce -9.3% 26,007 $2.0M
Gold Investment Management Ltd. 0.83% Add +119.5% 26,005 $2.0M
YANKCOM Partnership 1.08% No change 25,994 $2.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.30% Add +0.6% 25,692 $2.0M
Sax Wealth Advisors, LLC 0.14% Add +1.5% 25,747 $1.9M
Vanguard Personalized Indexing Management, LLC 0.03% Add +19.6% 25,733 $1.9M
Johnson Investment Counsel Inc. 0.02% Add +37.6% 25,731 $1.9M
Disciplined Investments, LLC 0.89% Add +1.8% 25,511 $1.9M
Matauro, LLC 0.39% Reduce -2.9% 25,446 $1.9M
Cascade Financial Partners, LLC 0.24% Add +4.5% 25,381 $1.9M
Verdence Capital Advisors LLC 0.15% Reduce -1.9% 25,176 $1.9M
Envision Financial LLC 1.43% Add +0.1% 25,037 $1.9M
Biltmore Family Office, LLC 0.32% Reduce -15.4% 25,022 $1.9M
Argonautica Private Wealth Management, Inc. 0.65% Add +36.0% 24,901 $1.9M
Heritage Trust Co 0.23% Reduce -18.1% 24,873 $1.9M
Cornerstone Partners Capital Management, LLC 3.91% Add +2.2% 24,828 $1.9M
Wiser Wealth Management, Inc 0.53% Add +3.3% 24,824 $1.9M
AdvisorNet Financial, Inc 0.14% Reduce -0.3% 24,736 $1.9M
Williams & Novak, LLC 1.83% Reduce -3.8% 24,653 $1.9M
Wealthfront Advisers LLC 0.01% Reduce -6.1% 24,674 $1.9M
Fourth Dimension Wealth, LLC 0.90% Add +1.2% 24,629 $1.9M
Macroview Investment Management LLC 1.75% Reduce -4.5% 24,601 $1.9M
Occidental Asset Management, LLC 0.28% Add +483.6% 24,582 $1.9M
Choate Investment Advisors 0.05% Reduce -3.4% 24,331 $1.8M
Debussy Capital Management LP 0.29% Reduce -3.1% 24,186 $1.8M
Perennial Investment Advisors, LLC 0.21% Reduce -4.2% 24,161 $1.8M
Valley Wealth Managers, Inc. 0.14% Add +1.5% 24,159 $1.8M
Veracity Capital LLC 0.71% Add +7.1% 24,030 $1.8M
Northwest Wealth Management, LLC 0.36% Reduce -2.5% 24,014 $1.8M
AA Financial Advisors, LLC 0.44% Reduce -6.7% 23,998 $1.8M
ETF Portfolio Partners, Inc. 0.55% No change 23,980 $1.8M
Mayport, LLC 0.50% Add +24.7% 23,918 $1.8M
Prudential PLC 0.01% Add +107.8% 23,900 $1.8M
Nilsine Partners, LLC 0.20% Reduce -5.0% 23,716 $1.8M
Vestcor Inc 0.06% Add +71.3% 23,696 $1.8M
Bison Wealth, LLC 0.17% Add +47.0% 23,258 $1.8M
Warner Financial, Inc. 0.79% No change 23,503 $1.8M
Magnus Financial Group LLC 0.17% Reduce -10.6% 23,407 $1.8M
Gilbert & Cook, Inc. 0.26% Reduce -0.1% 23,245 $1.8M
Morton Capital Management LLC 0.34% Reduce -0.5% 23,159 $1.8M
Manchester Capital Management LLC 0.21% New 22,914 $1.7M
Verus Capital Partners, LLC 0.17% Add +34.3% 22,811 $1.7M
Kestra Investment Management, LLC 0.03% Add +23.5% 22,741 $1.7M
Everhart Financial Group, Inc. 0.24% Reduce -0.0% 22,738 $1.7M
JDM Financial Group LLC 0.87% Reduce -1.0% 22,649 $1.7M
Keystone Financial Group 0.17% Reduce -6.4% 22,626 $1.7M
Salus Financial Advisors, LLC 1.29% New 22,597 $1.7M
HBK Sorce Advisory LLC 0.05% Reduce -8.9% 22,574 $1.7M
Leigh Baldwin & Co., LLC 1.37% Add +13.7% 22,447 $1.7M
Invst, LLC 0.23% Reduce -11.8% 22,307 $1.7M
Pallas Capital Advisors LLC 0.07% No change 22,168 $1.7M
Good Steward Wealth Advisors,LLC 1.52% — 22,108 $1.7M
Evercore Wealth Management, LLC 0.03% Reduce -27.4% 21,845 $1.7M
Russell Investments Group, Ltd. 0.00% Add +224.6% 21,728 $1.6M
AlTi Global, Inc. 0.04% No change 21,627 $1.6M
City National Bank of Florida 1.47% No change 21,564 $1.6M
Hassell Wealth Management, LLC 0.69% Reduce -11.1% 21,944 $1.6M
Family Firm, Inc. 0.36% Add +57.8% 21,519 $1.6M
Dynamic Financial Group 1.62% Add +0.2% 21,447 $1.6M
SIMA Wealth Partners, LLC 1.35% Reduce -12.8% 21,432 $1.6M
Coppell Advisory Solutions LLC 0.22% Add +996.9% 22,552 $1.6M
Empirical Asset Management, LLC 0.55% Reduce -84.2% 21,423 $1.6M
Bristlecone Advisors, LLC 0.13% Add +48.0% 21,391 $1.6M
Csenge Advisory Group 0.09% Reduce -7.0% 21,471 $1.6M
NDVR, Inc. 1.65% Reduce -29.9% 21,360 $1.6M
Tompkins Financial Corp. 0.15% Add +13.3% 21,304 $1.6M
StrongBox Wealth, LLC 0.67% Reduce -7.4% 21,269 $1.6M
RFG Advisory, LLC 0.04% Add +62.6% 21,265 $1.6M
First Bank & Trust 0.31% Reduce -5.0% 21,246 $1.6M
Wind River Trust Co 0.69% No change 21,203 $1.6M
Hoxton Planning & Management, LLC 0.61% Reduce -14.7% 21,053 $1.6M
Rainier Family Wealth Inc. 1.87% Add +1.9% 21,004 $1.6M
Independence Bank of Kentucky 0.25% Add +7.2% 20,957 $1.6M
Quent Capital, LLC 0.17% Add +12.8% 20,902 $1.6M
Summit X, LLC 0.33% Reduce -0.7% 20,801 $1.6M
Courage Miller Partners, LLC 0.53% Add +6.1% 20,772 $1.6M
Capital Planning LLC 0.44% Add +31.0% 20,645 $1.6M
Colonial Trust Co / SC 0.24% Add +0.9% 20,539 $1.6M
Strategy Asset Managers LLC 0.32% Add +27.8% 20,512 $1.6M
Seven Post Investment Office LP 0.59% No change 20,507 $1.6M
Cherry Tree Wealth Management, LLC 0.37% Add +0.3% 20,496 $1.6M
GeoWealth Management, LLC 0.06% Reduce -2.8% 20,465 $1.5M
Global View Capital Management LLC 0.56% Reduce -4.5% 20,334 $1.5M
Mma Asset Management LLC 0.65% Reduce -0.2% 20,319 $1.5M
Black Diamond Financial, LLC 0.23% No change 20,212 $1.5M
Paragon Capital Management Ltd 0.31% No change 20,120 $1.5M
Wedbush Securities Inc. 0.06% Reduce -11.7% 20,080 $1.5M
Sovereign Financial Group, Inc. 0.35% Reduce -7.0% 20,056 $1.5M
First County Bank 0.83% Add +13.5% 19,918 $1.5M
Pinnacle Associates Ltd. 0.02% Add +40.9% 19,801 $1.5M
Shelton Wealth Management, LLC 0.85% Reduce -0.5% 19,754 $1.5M
Icon Wealth Advisors, LLC 0.12% Reduce -2.1% 19,737 $1.5M
Magnolia Capital Advisors LLC 0.40% Add +4.1% 19,695 $1.5M
WealthCare Investment Partners, LLC 0.63% Reduce -47.9% 19,811 $1.5M
Tsfg, LLC 0.30% Add +17.4% 19,544 $1.5M
Beckerman Institutional, LLC 1.07% Add +5.7% 19,530 $1.5M
Howard Financial Services, LTD. 0.20% Reduce -6.4% 19,480 $1.5M
Cahill Financial Advisors Inc. 0.20% No change 19,462 $1.5M
JMG Financial Group, Ltd. 0.05% No change 19,438 $1.5M
Highland Financial Advisors, LLC 0.53% Reduce -6.3% 19,416 $1.5M
Bank of Nova Scotia Trust Co. 0.16% New 19,351 $1.5M
Penobscot Investment Management Company, Inc. 0.14% Add +30.2% 19,263 $1.5M
Grant/GrossMendelsohn, LLC 0.81% Add +7.3% 18,507 $1.5M
Jacobi Capital Management LLC 0.11% Add +2.1% 19,200 $1.5M
Schneider Downs Wealth Management Advisors, LP 0.26% Reduce -16.3% 19,093 $1.4M
Kooman & Associates 0.52% Add +2.5% 18,836 $1.4M
Cooper Financial Group 0.19% Add +18.0% 18,818 $1.4M
Milestone Asset Management Group, LLC 1.29% Reduce -1.1% 18,801 $1.4M
Black Cypress Capital Management, LLC 1.30% Reduce -3.7% 18,797 $1.4M
Northwest Bancshares, Inc. 0.26% Reduce -0.8% 18,788 $1.4M
Hicks Capital Management LLC 1.88% — 18,713 $1.4M
Fortress Financial Group, LLC 1.41% Add +0.4% 18,675 $1.4M
Balboa Wealth Partners 0.34% Reduce -6.2% 18,477 $1.4M
Lincoln Capital LLC 0.29% Add +0.6% 18,139 $1.4M
Blueprint Investment Partners LLC 0.25% Reduce -5.6% 18,359 $1.4M
Foster & Motley Inc. 0.09% Reduce -4.6% 18,337 $1.4M
St. Louis Trust Co 0.20% Reduce -32.4% 18,295 $1.4M
Dentgroup LLC 1.03% Reduce -37.5% 18,182 $1.4M
Philadelphia Trust Co. 0.12% No change 18,170 $1.4M
Coordinated Financial Services, Inc. 1.07% — 18,173 $1.4M
Droms Strauss Advisors Inc. /Mo/ 0.47% Reduce -9.0% 18,042 $1.4M
Altfest L J & Co. Inc. 0.17% Reduce -0.0% 18,012 $1.4M
Tufton Capital Management 0.26% Add +5.8% 18,011 $1.4M
FineMark National Bank & Trust 0.05% Reduce -9.8% 17,985 $1.4M
Maia Wealth LLC 0.31% Reduce -15.7% 18,149 $1.3M
WCG Wealth Advisors LLC 0.10% Reduce -46.2% 17,705 $1.3M
BIP Wealth, LLC 0.09% Add +7.5% 17,702 $1.3M
Rockwood Wealth Management, LLC 0.14% Add +3.2% 17,671 $1.3M
Great Point Wealth Advisors, LLC 0.29% Reduce -5.5% 17,669 $1.3M
W Advisors, LLC 0.83% Reduce -4.8% 17,558 $1.3M
Kingswood Wealth Advisors, LLC 0.12% Reduce -10.9% 17,548 $1.3M
Roger Wittlin Investment Advisory, LLC 0.77% Reduce -3.0% 17,496 $1.3M
Retirement Wealth Solutions LLC 1.07% Reduce -1.4% 17,478 $1.3M
Washington Trust Advisors, Inc. 0.12% Add +0.2% 17,455 $1.3M
Saxon Interests, Inc. 0.62% Reduce -1.6% 17,442 $1.3M
Wingate Wealth Advisors, Inc. 1.51% Add +1.7% 17,377 $1.3M
4Thought Financial Group Inc. 0.81% Reduce -34.0% 17,366 $1.3M
First National Corp. /Ma/ 0.29% Add +4.5% 17,360 $1.3M
Fiera Capital Corp 0.00% Add +32.0% 17,351 $1.3M
Evoke Wealth, LLC 0.03% No change 17,316 $1.3M
Trilogy Capital Inc. 0.07% Add +0.1% 17,179 $1.3M
LVZ, Inc. 0.17% Add +2.3% 17,146 $1.3M
Market Street Wealth Management Advisors LLC 0.22% Reduce -1.6% 17,084 $1.3M
TFC Financial Management, Inc. 0.20% Add +2.1% 17,073 $1.3M
Keystone Financial Group, Inc. 0.91% Reduce -0.5% 16,138 $1.3M
Cabot Wealth Management Inc. 0.16% Reduce -1.4% 17,070 $1.3M
Montag & Caldwell, LLC 0.30% Add +712.9% 17,031 $1.3M
Binnacle Investments Inc 0.94% — 16,985 $1.3M
TOWER TRUST & INVESTMENT Co 1.03% — 16,288 $1.3M
MA Private Wealth 0.24% Reduce -0.4% 16,921 $1.3M
West Bancorporation Inc. 0.87% Reduce -7.6% 16,862 $1.3M
Cornerstone Wealth Management, LLC 0.09% Add +2.0% 16,765 $1.3M
GGM Financial LLC 0.86% Add +25.3% 16,598 $1.3M
Klaas Financial Asset Advisors, LLC 0.22% Reduce -6.0% 16,507 $1.2M
Boyum Wealth Architects LLC 1.21% — 16,471 $1.2M
Stonebrook Private Inc. 0.32% Reduce -1.0% 16,459 $1.2M
RoundAngle Advisors LLC 1.14% Reduce -0.1% 16,435 $1.2M
Canandaigua National Bank & Trust Co. 0.12% No change 16,379 $1.2M
GAMMA Investing LLC 0.09% Add +32.8% 16,373 $1.2M
Jaffetilchin Investment Partners, LLC 0.09% Add +58.5% 16,337 $1.2M
SOL Capital Management CO 0.14% Reduce -28.6% 16,295 $1.2M
HCR Wealth Advisors 0.16% Add +4.2% 16,291 $1.2M
XTX Topco Ltd 0.06% Add +105.1% 16,285 $1.2M
Coign Capital Advisors LLC 0.95% Add +7.1% 16,266 $1.2M
Vantage Financial Partners, LLC 0.31% Add +1.6% 16,251 $1.2M
M Holdings Securities, Inc. 0.20% Reduce -1.3% 16,250 $1.2M
Stonebridge Financial Group, LLC 0.13% Add +22.8% 16,245 $1.2M
Knightsbridge Asset Management, LLC 0.32% Add +45.0% 16,119 $1.2M
Charter Oak Capital Management, LLC 0.11% Add +9.8% 16,087 $1.2M
EverSource Wealth Advisors, LLC 0.07% Add +6.5% 16,017 $1.2M
RHS Financial, LLC 0.68% Reduce -42.9% 15,979 $1.2M
BlueSky Wealth Advisors, LLC 0.19% Reduce -3.9% 15,944 $1.2M
NCM Capital Management, LLC 0.54% No change 15,925 $1.2M
CreativeOne Wealth, LLC 0.04% Add +1.0% 15,813 $1.2M
Northeast Financial Consultants Inc 0.05% Reduce -7.5% 15,771 $1.2M
SeaBridge Investment Advisors LLC 0.26% No change 15,673 $1.2M
Realta Investment Advisors 0.54% Reduce -15.4% 15,650 $1.2M
Aries Wealth Management 0.32% Add +4.4% 15,639 $1.2M
Wealthgarden F.S. LLC 1.13% Reduce -10.8% 15,591 $1.2M
Stephens Inc. 0.02% Add +54.1% 15,554 $1.2M
Madden Advisory Services, Inc. 0.54% Reduce -0.4% 15,439 $1.2M
Parisi Gray Wealth Management 0.38% Add +7.3% 15,364 $1.2M
Mgo One Seven LLC 0.04% Add +5.7% 15,252 $1.2M
Blue Fin Capital, Inc. 0.22% Add +4.0% 15,171 $1.1M
United Advisor Group, LLC 0.24% Add +11.6% 15,170 $1.1M
Bear Mountain Capital, Inc. 0.44% Reduce -0.1% 14,439 $1.1M
Forza Wealth Management, LLC 0.51% No change 15,041 $1.1M
Independent Financial Group, LLC 0.04% Reduce -0.8% 14,938 $1.1M
Goldstein Advisors, LLC 0.16% Reduce -5.8% 14,884 $1.1M
Curated Wealth Partners LLC 0.15% Reduce -7.9% 14,880 $1.1M
Sepio Capital, LP 0.09% Add +4.7% 14,859 $1.1M
Signature Estate & Investment Advisors LLC 0.03% Add +2.1% 14,782 $1.1M
Sharp Wealth Advisory, LLC 0.86% Reduce -79.1% 14,773 $1.1M
Strata Wealth Advisors, LLC 0.35% No change 14,692 $1.1M
American State Bank (Iowa) 0.67% Add +0.1% 14,654 $1.1M
Dana Investment Advisors, Inc. 0.04% No change 14,653 $1.1M
Trueblood Wealth Management, LLC 0.51% Add +22.4% 14,635 $1.1M
Romano Brothers and Company 0.14% Add +9.8% 14,619 $1.1M
Inspirion Wealth Advisors, LLC 0.15% No change 14,616 $1.1M
Blue Trust, Inc. 0.01% Reduce -54.1% 14,562 $1.1M
New Republic Capital, LLC 0.48% Add +18.9% 14,543 $1.1M
Guardian Wealth Advisors, LLC / NC 0.09% Add +0.4% 14,471 $1.1M
Welch & Forbes LLC 0.01% Reduce -2.1% 14,356 $1.1M
Stone Summit Wealth LLC 0.37% No change 14,356 $1.1M
ORBA Wealth Advisors, L.L.C. 0.55% No change 14,321 $1.1M
C M Bidwell & Associates Ltd. 0.65% No change 14,310 $1.1M
Fortress Wealth Management, Inc. 0.56% Reduce -9.4% 14,283 $1.1M
Victrix Investment Advisors 0.57% New 14,238 $1.1M
Foundations Investment Advisors, LLC 0.02% Add +9.3% 14,231 $1.1M
Aurdan Capital Management, LLC 0.40% Add +26.6% 14,101 $1.1M
Watershed Private Wealth LLC 0.43% Add +9.4% 14,065 $1.1M
Walleye Capital LLC 0.01% New 14,048 $1.1M
Hill Island Financial LLC 0.31% Reduce -1.0% 14,003 $1.1M
PGIM Custom Harvest LLC 0.03% Reduce -5.9% 13,963 $1.1M
Stevens Capital Partners 0.50% Reduce -10.2% 13,939 $1.1M
Waterway Wealth Management, LLC 0.44% New 13,902 $1.1M
Graybill Wealth Management, LTD. 0.36% — 13,873 $1.0M
Trust Co. of Vermont 0.05% Add +10.7% 13,865 $1.0M
Noble Family Wealth, LLC 0.29% No change 13,754 $1.0M
McNamara Financial Services, Inc. 0.22% Add +4.2% 13,720 $1.0M
McGlone Suttner Wealth Management, Inc. 0.17% Reduce -0.0% 13,706 $1.0M
MV Capital Management, Inc. 0.11% Add +42.4% 13,532 $1.0M
Finley Financial, LLC 0.57% Reduce -0.5% 12,945 $1.0M
Sachetta, LLC 0.42% Add +6.4% 13,482 $1.0M
Columbia Asset Management 0.21% Add +7.3% 13,478 $1.0M
Millennium Management 0.00% Add +317.5% 13,372 $1.0M
Breakwater Capital Group 0.18% Add +7.0% 13,361 $1.0M
Daymark Wealth Partners, LLC 0.04% Reduce -5.7% 13,352 $1.0M
JNBA Financial Advisors 0.10% Reduce -2.5% 13,349 $1.0M
Consolidated Portfolio Review Corp 0.16% Add +2.7% 13,329 $1.0M
Compass Ion Advisors, LLC 0.12% No change 13,217 $1000K
Lazari Capital Management, Inc. 0.41% Reduce -1.8% 13,208 $999K
TL Private Wealth 0.49% Reduce -1.7% 14,692 $997K
Amplius Wealth Advisors, LLC 0.10% Add +44.2% 13,163 $996K
Victory Financial Group, LLC 0.19% Reduce -21.9% 13,225 $995K
MFA Wealth Services 0.80% Reduce -4.1% 12,924 $978K
Novus Advisors, LLC 0.98% Reduce -0.8% 12,885 $975K
First Citizens Financial Corp 0.55% Reduce -19.8% 12,867 $973K
Destination Wealth Management 0.03% Add +9.4% 12,828 $970K
DBK Financial Counsel, LLC 0.97% Reduce -0.7% 12,802 $968K
Lee, Kelleher & Klein Wealth Management 0.71% Reduce -12.1% 12,775 $966K
Pinney & Scofield, Inc. 0.69% Reduce -0.9% 12,600 $953K
Bestgate Wealth Advisors, LLC 1.97% No change 12,590 $952K
OneAscent Family Office, LLC 0.89% New 12,569 $952K
Silverlake Wealth Management LLC 0.36% Reduce -17.4% 12,566 $951K
K2 Financial Inc. 0.93% Reduce -1.0% 12,664 $950K
MainStreet Investment Advisors LLC 0.14% Add +19.1% 12,530 $948K
Davidson Trust Co. 0.45% Reduce -1.0% 12,513 $947K
Autumn Glory Partners, LLC 0.47% New 12,500 $946K
Members Wealth LLC 0.71% Add +17.9% 12,464 $943K
First Manhattan Co. Llc. 0.00% Add +5.5% 12,407 $939K
QRG Capital Management, Inc. 0.01% Add +16.8% 12,363 $935K
FSM Wealth Advisors, LLC 0.21% Add +69.1% 12,295 $930K
Alteri Wealth LLC 0.41% Reduce -11.1% 12,274 $928K
Kovack Advisors, Inc. 0.10% Add +108.9% 12,270 $928K
Legacy Private Trust Co. 0.06% Reduce -3.0% 12,183 $922K
Bradley Foster & Sargent Inc. 0.02% Add +4.2% 12,154 $919K
Calton & Associates, Inc. 0.21% New 12,136 $918K
PCG Asset Management, LLC 0.86% Add +11.1% 12,126 $917K
GDS Wealth Management 0.08% Add +4.9% 12,048 $911K
Unique Wealth Strategies, LLC 0.41% New 12,016 $909K
Clarendon Private LLC 0.96% No change 12,006 $908K
Summit Wealth & Retirement Planning, Inc. 0.28% Add +26.0% 11,995 $907K
Wolff Wiese Magana LLC 0.62% Add +17.4% 11,993 $907K
Kwmg, LLC 0.09% Reduce -4.8% 11,981 $906K
Salem Investment Counselors Inc. 0.03% Reduce -0.3% 11,972 $906K
Noesis Capital Mangement Corp. 0.18% Reduce -3.2% 11,964 $905K
Peterson Wealth Services 0.28% Reduce -10.4% 11,958 $905K
Cypress Capital Group 0.12% Add +98.2% 11,933 $903K
Sabal Trust CO 0.05% No change 11,897 $900K
Ascentis Independent Advisors 0.18% Add +6.8% 11,887 $899K
Essex Bank 0.22% Reduce -1.2% 11,858 $897K
Peoples Bank 0.59% Reduce -14.0% 11,799 $893K
Westmount Partners, LLC 0.27% Add +0.9% 11,793 $892K
FSC Wealth Advisors, LLC 0.59% Add +18.9% 11,791 $892K
NorthStar Asset Management LLC 0.56% Reduce -5.7% 11,779 $891K
Centaurus Financial, Inc. 0.05% Add +9.6% 11,740 $888K
HM Payson & Co. 0.02% Reduce -28.9% 11,732 $888K
Seven Springs Wealth Group, LLC 0.32% Reduce -0.7% 11,729 $887K
Carolinas Wealth Consulting LLC 0.19% Add +6.3% 11,699 $885K
Segall Bryant & Hamill, LLC 0.01% Reduce -1.3% 11,664 $882K
KFG Wealth Management, LLC 0.16% Reduce -6.3% 11,661 $882K
Evensky & Katz LLC 0.06% Reduce -4.7% 11,633 $880K
Goelzer Investment Management, Inc. 0.05% Add +21.7% 11,605 $878K
Clarity Capital Partners LLC 0.35% Reduce -13.1% 11,573 $875K
PAX Financial Group, LLC 0.16% Reduce -7.7% 11,566 $875K
Main Street Financial Solutions, LLC 0.08% Reduce -9.3% 11,536 $873K
FFT Wealth Management LLC 0.18% Reduce -91.5% 11,507 $870K
Pitcairn Co. 0.05% Reduce -16.0% 11,455 $867K
Access Financial Services, Inc. 0.35% Add +0.6% 11,432 $865K
Truefg, LLC 0.28% Add +3.5% 11,428 $865K
Continental Investors Services, Inc. 1.72% Add +27.4% 11,320 $864K
Brady Family Wealth, LLC 0.28% Reduce -35.6% 11,377 $861K
Garde Capital, Inc. 0.05% No change 11,285 $854K
Ellenbecker Investment Group 0.15% Reduce -4.8% 11,268 $852K
Drucker Wealth 3.0, LLC 0.19% Reduce -19.6% 11,164 $845K
CM Wealth Advisors LLC 0.27% Reduce -1.0% 11,139 $843K
Old Mission Investment Co LLC 0.25% Add +5.8% 11,134 $842K
Two West Capital Advisors LLC 0.69% Reduce -3.7% 11,268 $827K
Shayne & Jacobs, LLC 0.20% Reduce -1.6% 10,869 $822K
Headinvest, LLC 0.16% Add +28.6% 10,813 $818K
Signal Advisors Wealth, LLC 0.08% Reduce -7.6% 10,730 $812K
Presilium Private Wealth, LLC 0.18% No change 10,658 $806K
HUB Investment Partners, LLC 0.03% Add +12.0% 10,645 $805K
Cadence Bank 0.06% Add +4.2% 10,618 $803K
Holland Advisory Services, Inc. 1.22% No change 10,613 $803K
Bar Harbor Wealth Management 0.05% Add +14.1% 10,503 $795K
Fifth Third Securities, Inc. 0.07% Reduce -85.3% 10,483 $793K
Y-Intercept (Hong Kong) Ltd 0.05% Reduce -59.2% 10,458 $791K
Old Second National Bank of Aurora 0.19% Reduce -0.6% 10,434 $789K
Alpine Bank Wealth Management 0.13% — 10,425 $789K
Silver Oak Securities, Incorporated 0.07% Add +6.9% 10,322 $789K
Tranquility Partners, LLC 0.30% Add +7.9% 10,398 $787K
Cypress Wealth Services, LLC 0.16% Add +38.8% 10,371 $785K
G&S Capital LLC 0.33% Add +3.8% 10,362 $784K
CoreCap Advisors, LLC 0.03% Add +36.7% 10,360 $784K
Sandhill Capital Partners LLC 0.06% Add +33.6% 10,323 $781K
Dudley Capital Management, LLC 0.41% Reduce -3.3% 10,253 $776K
Elevatus Welath Management 0.44% No change 10,216 $773K
Sandy Spring Bank 0.03% Add +13.7% 10,209 $772K
Mitchell McLeod Pugh & Williams Inc. 0.16% Reduce -1.0% 10,183 $770K
Forum Financial Management, LP 0.01% Add +4.1% 10,155 $768K
Investmark Advisory Group LLC 0.38% Reduce -2.9% 10,142 $767K
Smith, Moore & Co. 0.07% Add +13.1% 10,092 $763K
Davis R M Inc. 0.02% Add +28.6% 10,061 $761K
First Commonwealth Financial Corp 0.18% No change 10,046 $760K
West Michigan Advisors, LLC 0.25% Reduce -8.6% 9,990 $756K
Mitchell Capital Management Co. 0.14% No change 9,949 $753K
Benjamin Edwards Inc. 0.01% Add +93.8% 9,929 $751K
Northside Capital Management, LLC 0.12% No change 9,927 $751K
Beacon Financial Advisory LLC 0.23% Reduce -13.6% 9,899 $749K
Harbor Group, Inc. 0.15% Reduce -0.4% 9,883 $748K
Ethos Financial Group, LLC 0.07% Add +23.4% 10,468 $746K
Gryphon Financial Partners LLC 0.11% Add +9.8% 9,837 $744K
Richards, Merrill & Peterson, Inc. 0.38% Add +18.4% 9,776 $740K
Wealth Management Partners, LLC 0.34% Reduce -1.8% 9,763 $739K
First American Trust, FSB 0.07% Reduce -5.3% 9,747 $737K
Verum Partners LLC 0.20% No change 9,723 $736K
Cantor Fitzgerald Investment Advisors L.P. 0.05% Add +6.5% 9,678 $732K
Cobblestone Capital Advisors LLC 0.04% Add +4.3% 9,675 $732K
Noble Wealth Management PBC 0.50% Reduce -7.0% 9,673 $732K
REAP Financial Group, LLC 0.18% Add +0.5% 9,667 $731K
SeaCrest Wealth Management, LLC 0.08% Reduce -6.4% 9,572 $724K
Arax Advisory Partners 0.05% Add +48.7% 9,568 $724K
Sage Mountain Advisors LLC 0.05% Add +82.9% 9,563 $723K
Adero Partners, LLC 0.05% Reduce -0.0% 9,539 $722K
tru Independence LLC 0.22% Reduce -3.4% 9,531 $721K
Elm Partners Management LLC 0.05% New 9,514 $720K
Private Wealth Advisors, LLC 0.30% Reduce -4.7% 9,465 $716K
2UniFi Bank 0.46% Add +14.1% 9,485 $715K
RCS Financial Planning, LLC 0.38% Reduce -0.1% 9,412 $712K
Talon Private Wealth, LLC 0.10% Add +7.0% 9,403 $709K
Aspen Wealth Management LLC 0.20% Reduce -0.8% 9,363 $708K
Sutton Place Investors LLC 0.47% Reduce -26.9% 9,322 $705K
JFG Wealth Management, LLC 0.16% Reduce -34.5% 9,316 $705K
Cardinal Strategic Wealth Guidance 0.23% Reduce -24.1% 9,314 $705K
TD Capital Management LLC 0.07% Reduce -3.8% 9,290 $703K
Beverly Hills Private Wealth, LLC 0.14% Reduce -7.5% 9,248 $700K
Oxford Financial Group, LTD. LLC 0.05% Reduce -35.0% 9,230 $698K
Nicolet Advisory Services, LLC 0.07% Add +25.6% 9,699 $694K
TCI Wealth Advisors, Inc. 0.06% Add +67.6% 9,169 $694K
First National Bank Sioux Falls 0.28% Add +7.8% 9,167 $693K
Advisors Capital Management, LLC 0.01% Reduce -12.7% 9,149 $692K
Balefire, LLC 0.24% New 9,118 $690K
KDK Private Wealth Management, LLC 0.79% Reduce -1.2% 9,144 $689K
Strategic Financial Concepts, LLC 0.13% Reduce -7.4% 9,093 $688K
Genesis Wealth Advisors, LLC 0.56% Reduce -6.9% 9,083 $687K
Elgethun Capital Management 0.15% Add +72.3% 9,056 $685K
Human Investing LLC 0.12% No change 9,033 $683K
Investor's Fiduciary Advisor Network, LLC 0.32% Reduce -5.8% 8,936 $676K
Haverford Financial Services, Inc. 0.21% Reduce -16.8% 8,900 $673K
Frank, Rimerman Advisors LLC 0.05% New 8,884 $672K
Catalyst Private Wealth, LLC 0.33% Reduce -0.4% 8,882 $672K
Keel Point, LLC 0.05% Add +28.4% 8,875 $671K
Talisman Wealth Advisors LLC 0.69% Reduce -2.2% 8,870 $671K
One Wealth Advisors, LLC 0.10% Reduce -4.0% 8,858 $670K
CRA Financial Services, LLC 0.11% Reduce -14.5% 8,851 $670K
Mayfair Advisory Group, LLC 0.39% Add +58.4% 8,834 $668K
Root Financial Partners, LLC 0.07% Add +61.2% 8,783 $665K
Partners in Financial Planning 0.13% No change 8,777 $664K
Eastern Bank 0.01% Reduce -37.9% 8,761 $663K
Quad-Cities Investment Group, LLC 0.33% Reduce -2.5% 8,745 $662K
Patron Partners, LLC 0.36% Reduce -9.7% 8,734 $661K
Koss-Olinger Consulting, LLC 0.06% Reduce -27.6% 8,717 $659K
International Assets Investment Management, LLC 0.06% Reduce -4.5% 8,616 $652K
Insight Inv LLC 0.45% Add +8.4% 8,607 $651K
Fermata Advisors, LLC 0.12% Reduce -0.0% 8,589 $650K
WealthShield Partners, LLC 0.08% Add +6.9% 8,568 $648K
Navalign, LLC 0.18% Reduce -6.1% 8,563 $648K
Apollon Financial, LLC 0.15% Reduce -76.0% 8,546 $647K
Paragon Private Wealth Management, LLC 0.30% Add +58.0% 8,495 $643K
Childress Capital Advisors, LLC 0.19% New 8,447 $639K
CPC Advisors, LLC 0.09% Reduce -2.8% 8,447 $639K
Fulcrum Capital LLC 0.14% New 8,381 $634K
Johnson Financial Group, LLC 0.07% Add +141.7% 8,381 $634K
GW&K Investment Management, LLC 0.01% No change 8,380 $634K
Lyell Wealth Management, LP 0.06% Reduce -2.3% 8,335 $631K
Sand Hill Global Advisors, LLC 0.03% Reduce -20.8% 8,298 $628K
Plan A Wealth LLC 0.48% Reduce -10.3% 8,239 $623K
GM Advisory Group, LLC 0.03% Add +4.8% 8,183 $619K
First Financial Bankshares Inc 0.01% Reduce -16.6% 8,176 $619K
Mosaic Family Wealth Partners, LLC 0.09% Add +13.2% 8,157 $617K
Clear Harbor Asset Management, LLC 0.05% New 8,156 $617K
Voisard Asset Management Group, Inc. 0.18% Add +4.2% 8,150 $617K
Schrum Private Wealth Management LLC 0.54% Reduce -13.8% 8,133 $615K
Simmons Bank 0.05% Add +11.2% 8,119 $614K
Glass Jacobson Investment Advisors llc 0.20% No change 8,716 $613K
Founders Financial Alliance, LLC 0.15% Add +9.6% 8,068 $610K
Forte Asset Management LLC 0.31% Reduce -9.5% 8,064 $610K
Willis Johnson & Associates, Inc. 0.05% Add +21.4% 8,022 $607K
Equitable Trust Co. 0.03% New 8,004 $606K
City Holding Co. 0.09% No change 8,003 $605K
KWB Wealth 0.07% Add +7.0% 8,614 $605K
Live Oak Private Wealth LLC 0.10% Add +7.0% 7,986 $604K
Kelman-Lazarov, Inc. 0.11% New 7,965 $603K
Cypress Point Wealth Management, LLC 0.19% No change 7,914 $599K
Blue Chip Partners, LLC 0.05% No change 7,907 $598K
Glassman Wealth Services 0.10% Add +153.9% 7,852 $594K
Next Level Wealth Planning, LLC 0.45% Add +5.0% 7,808 $591K
Peak Planning Group, LLC 0.25% Add +0.1% 7,808 $591K
Wise Wealth Partners 1.40% No change 7,765 $587K
Well Done, LLC 0.11% Reduce -9.3% 8,340 $586K
Ascentis Wealth Management, LLC 0.19% New 7,716 $586K
Vista Investment Partners Ii, LLC 0.32% Reduce -9.6% 7,728 $585K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Add +38.0% 7,717 $584K
Compass Capital Corp. /Ma/ 0.31% Reduce -53.2% 7,821 $583K
SOA Wealth Advisors, LLC. 0.12% Reduce -1.6% 7,664 $580K
Northwest Capital Management Inc 0.24% Add +39.5% 7,664 $580K
Sachem Hill LLC 0.11% Reduce -2.5% 7,645 $578K
High Falls Advisors, Inc 0.14% Add +48.6% 7,622 $577K
United Bank 0.07% Add +85.2% 7,611 $576K
Key Financial Inc 0.13% Add +0.2% 7,601 $575K
Renasant Bank 0.38% Reduce -66.7% 7,594 $574K
New World Advisors LLC 0.13% Reduce -7.3% 7,555 $572K
B.O.S.S. Retirement Advisors, LLC 0.17% Add +11.7% 7,538 $570K
Selective Wealth Management, Inc. 0.25% No change 7,764 $570K
Vestmark Advisory Solutions, Inc. 0.01% New 7,494 $567K
Gray Private Wealth, LLC 0.34% Add +13.9% 7,474 $565K
Certuity, LLC 0.06% Reduce -10.5% 7,449 $564K
FPC Investment Advisory, Inc. 0.39% No change 7,023 $562K
Eaton Financial Holdings Company, LLC 0.23% Add +30.3% 7,371 $558K
Hilltop Wealth Advisors, LLC 0.31% Add +4.0% 7,354 $556K
Kingsman Wealth Management, Inc. 0.41% — 7,346 $556K
Millington Financial Advisors, LLC 0.34% Add +54.8% 7,564 $555K
Inscription Capital, LLC 0.09% — 7,468 $554K
Mission Creek Capital Partners, Inc. 0.13% Reduce -21.5% 7,305 $553K
Maltin Wealth Management, Inc. 0.26% Add +1.5% 7,303 $552K
Joel Isaacson & Co., LLC 0.03% Add +15.1% 7,282 $551K
Oarsman Capital, Inc. 0.10% Add +36.2% 7,281 $551K
Cornell Pochily Investment Advisors, Inc. 0.19% Reduce -0.1% 7,268 $550K
Naples Global Advisors, LLC 0.05% Add +0.4% 7,243 $548K
Fiduciary Alliance LLC 0.05% Add +91.7% 7,201 $545K
Concorde Asset Management, LLC 0.29% Add +3.5% 7,449 $545K
Sunbeam Capital Management, LLC 0.52% No change 7,188 $544K
Institute for Wealth Management, LLC. 0.07% Reduce -0.5% 7,144 $540K
Legacy Capital Wealth Partners, LLC 0.13% Reduce -87.1% 12,763 $539K
Summit Investment Advisors, Inc. 0.48% No change 6,725 $538K
Tidal Investments LLC 0.00% New 7,105 $537K
Regatta Capital Group, LLC 0.10% Reduce -3.1% 7,084 $536K
Private Wealth Partners, LLC 0.04% Reduce -20.3% 7,081 $536K
Capital Group Private Client Services, Inc. 0.01% Add +0.6% 7,079 $536K
Grand Wealth Management, LLC 0.29% Reduce -7.3% 7,074 $535K
Ironwood Financial, llc 0.11% Add +3.3% 7,067 $535K
M1 Capital Management LLC 0.33% Add +45.6% 7,060 $534K
Archer Investment Corp 0.14% No change 7,048 $533K
Blue Oak Capital, LLC 0.29% Reduce -10.4% 7,030 $532K
NTV Asset Management LLC 0.07% New 7,026 $532K
Atlantic Union Bankshares Corp 0.03% Reduce -20.7% 7,024 $531K
Horizon Wealth Management, LLC 0.09% Add +1.9% 7,013 $531K
Cubist Systematic Strategies, LLC 0.01% Reduce -35.6% 6,980 $528K
Smith Thornton Advisors LLC 0.33% No change 6,970 $527K
Elevation Wealth Partners, LLC 0.23% Add +5.6% 6,998 $527K
Procyon Advisors, LLC 0.03% Add +22.6% 6,943 $525K
Financial & Tax Architects, LLC 0.13% New 6,931 $524K
Lavaca Capital LLC 0.24% Reduce -32.2% 6,903 $522K
Sfmg, LLC 0.04% Add +53.6% 6,901 $522K
Accredited Investors Inc. 0.03% Add +9.5% 6,861 $519K
Radnor Capital Management, LLC 0.09% Add +25.0% 6,863 $519K
Pine Valley Investments Ltd Liability Co 0.03% Reduce -8.3% 6,858 $519K
LJI Wealth Management, LLC 0.10% No change 6,853 $518K
Citizens National Bank Trust Department 0.11% Add +470.8% 6,850 $518K
Quadcap Wealth Management, LLC 0.07% Reduce -33.8% 6,776 $513K
Vista Capital Partners, Inc. 0.06% No change 6,768 $512K
RVW Wealth, LLC 0.05% Reduce -10.7% 6,729 $509K
Ally Invest Advisors Inc. 0.04% Add +2.8% 6,728 $509K
Planning Alternatives Ltd. 0.08% Reduce -12.7% 6,673 $505K
Kennebec Savings Bank 0.53% Add +4.2% 6,658 $504K
TPG Financial Advisors, LLC 0.22% Add +28.8% 6,632 $502K
TD Waterhouse Canada Inc. 0.00% Reduce -21.0% 6,563 $497K
Fort Washington Investment Advisors Inc. 0.00% No change 6,548 $495K
International Private Wealth Advisors LLC 0.47% Reduce -1.5% 6,545 $495K
Painted Porch Advisors LLC 0.21% Add +6417.0% 6,517 $493K
Rathbones Group PLC 0.00% No change 6,517 $493K
BlackDiamond Wealth Management, LLC 0.33% Reduce -2.8% 6,166 $493K
Landing Point Financial Group, LLC 0.37% Reduce -26.5% 6,469 $489K
Gradient Capital Advisors, LLC 0.16% No change 6,458 $489K
Kohmann Bosshard Financial Services, LLC 0.06% No change 6,457 $488K
Sebold Capital Management, Inc. 0.32% Reduce -1.4% 6,448 $488K
Versant Capital Management, Inc 0.08% Reduce -1.6% 6,448 $488K
CBIZ Investment Advisory Services, LLC 0.02% Reduce -12.0% 6,425 $486K
Douglass Winthrop Advisors, LLC 0.01% Reduce -8.6% 6,390 $483K
Keudell/Morrison Wealth Management 0.11% Reduce -6.0% 6,364 $481K
Enzi Wealth 0.19% No change 6,173 $480K
MTM Financial Group, LLC 0.28% Add +6.2% 6,327 $479K
Advisor OS, LLC 0.05% Reduce -4.6% 6,280 $475K
Hill Investment Group Partners, LLC 0.06% Reduce -15.8% 6,250 $473K
EPG Wealth Management LLC 0.13% No change 6,234 $472K
Financial Perspectives, Inc 0.16% Add +1.5% 6,230 $471K
Alta Wealth Advisors LLC 0.21% Add +7.3% 6,181 $468K
Chicago Wealth Management, Inc. 0.24% Add +5.2% 6,171 $467K
IFC Advisors LLC 0.10% Add +92.1% 6,147 $465K
MorganRosel Wealth Management, LLC 0.14% Reduce -28.6% 6,114 $463K
D'Orazio & Associates, Inc. 0.07% Add +4.7% 6,114 $463K
LPF Advisors LLC 0.38% Add +0.1% 6,099 $461K
Centurion Wealth Management LLC 0.14% No change 6,549 $460K
CPA Asset Management Group, LLC 0.20% Reduce -9.6% 6,058 $458K
First National Bank of Hutchinson 0.30% No change 6,025 $456K
MontVue Capital Management, Inc. 0.36% Reduce -2.3% 6,007 $454K
Sprinkle Financial Consultants LLC 0.29% Reduce -7.9% 6,002 $454K
Blue Barn Wealth, LLC 0.24% Reduce -2.9% 5,996 $454K
Rossby Financial, LCC 0.20% Add +55.3% 5,799 $453K
River Wealth Advisors LLC 0.06% Reduce -6.5% 5,975 $452K
Stonebridge Capital Advisors LLC 0.04% Reduce -20.4% 5,971 $452K
Rappaport Reiches Capital Management, LLC 0.11% New 5,963 $451K
Ausdal Financial Partners, Inc. 0.03% Reduce -15.5% 5,948 $450K
Sharkey, Howes & Javer 0.06% New 5,945 $450K
Clarkston Capital Partners, LLC 0.01% Reduce -2.6% 5,928 $448K
Sensible Money, LLC 0.19% No change 5,892 $446K
Watts Gwilliam & Co., LLC 0.10% Add +13.7% 5,887 $445K
Elite Life Management LLC 1.39% No change 5,884 $445K
Moors & Cabot, Inc. 0.02% Reduce -24.0% 5,842 $442K
Petros Family Wealth, LLC 0.48% Add +2.9% 5,786 $438K
BCGM Wealth Management, LLC 0.13% Reduce -11.8% 5,785 $438K
Creekmur Asset Management LLC 0.09% Add +91.9% 5,752 $435K
Sound Income Strategies, LLC 0.03% Reduce -1.6% 5,749 $435K
Whipplewood Advisors, LLC 0.26% Add +308.6% 21,884 $434K
Vertex Planning Partners, LLC 0.09% Add +8.0% 5,728 $433K
MidAtlantic Capital Management, Inc. 0.34% No change 5,719 $433K
Clark Asset Management, LLC 0.07% Reduce -65.4% 5,699 $431K
Accredited Investor Services, LLC 0.36% New 5,672 $429K
Dakota Wealth Management 0.01% Add +20.2% 5,670 $429K
Birch Hill Investment Advisors LLC 0.02% No change 5,666 $429K
Petra Financial Advisors Inc. 0.35% Reduce -14.7% 5,659 $428K
Inlet Private Wealth, LLC 0.11% Add +7.8% 5,653 $428K
Berkeley, Inc 0.20% No change 5,634 $426K
Burke & Herbert Bank & Trust Co. 0.10% No change 5,613 $425K
MBA Advisors LLC 0.21% Reduce -0.5% 5,600 $424K
SteelPeak Wealth, LLC 0.02% Reduce -20.7% 5,597 $423K
EnRich Financial Partners LLC 0.14% Add +2.8% 5,585 $423K
Trust Co 0.05% Add +4.0% 5,553 $420K
Kathmere Capital Management, LLC 0.04% Reduce -0.4% 5,528 $418K
Townsend Asset Management Corp. /NC/ 0.16% Reduce -10.7% 5,519 $418K
Kondo Wealth Advisors, Inc. 0.21% No change 5,504 $416K
Leverty Financial Group, LLC 0.17% Reduce -1.9% 5,502 $416K
Maryland Capital Advisors Inc. 0.18% No change 5,497 $416K
Insigneo Advisory Services, LLC 0.04% Add +0.3% 5,491 $415K
Hazlett, Burt & Watson, Inc. 0.19% Reduce -27.4% 5,477 $414K
Schaper Benz & Wise Investment Counsel Inc. 0.03% No change 5,466 $414K
Golden Road Advisors LLC 0.32% No change 5,464 $413K
Team Hewins, LLC 0.16% Reduce -0.6% 5,459 $413K
Fairman Group, LLC 0.38% No change 5,871 $413K
Berger Financial Group, Inc 0.03% Add +3.3% 5,443 $412K
Appleton Partners Inc. 0.03% Add +3.8% 5,418 $410K
Henrickson Nauta Wealth Advisors, Inc. 0.17% No change 5,726 $410K
Financial Management Professionals, Inc. 0.05% Reduce -9.4% 5,413 $409K
Financial Gravity Asset Management, Inc. 0.09% — 5,394 $408K
DDFG, Inc 0.11% Reduce -6.0% 5,382 $407K
Range Financial Group LLC 0.18% Add +1.5% 5,345 $404K
Richardson Financial Services Inc. 0.31% Reduce -10.7% 5,305 $401K
Bourgeon Capital Management LLC 0.09% No change 5,251 $397K
Gould Asset Management LLC 0.08% No change 5,222 $395K
Mullaney, Keating & Wright, Inc. 0.27% No change 5,212 $394K
Phillips Wealth Planners LLC 0.42% Reduce -11.1% 5,366 $394K
MAS Advisors LLC 0.60% No change 5,201 $393K
Kraft, Davis & Associates, LLC 0.13% Reduce -20.3% 5,115 $392K
American Capital Advisory, LLC 0.21% Reduce -0.3% 5,163 $391K
Compass Financial Services Inc 0.20% No change 5,126 $388K
Hills Bank & Trust Co 0.03% No change 5,117 $387K
Olde Wealth Management, LLC 0.14% Reduce -1.8% 5,126 $387K
Gateway Wealth Partners, LLC 0.09% Reduce -0.1% 5,073 $384K
Retirement Planning Group, LLC 0.02% Add +0.4% 5,067 $383K
Beacon Capital Management, LLC 0.05% Add +37.5% 5,026 $380K
Everstar Asset Management, LLC 0.25% Reduce -6.9% 4,985 $377K
Anchor Capital Advisors LLC 0.01% No change 4,975 $376K
Golden State Wealth Management, LLC 0.06% Add +2.1% 4,955 $375K
Shared Vision Wealth Group LLC 0.20% Add +0.0% 4,953 $375K
Efficient Advisors, LLC 0.02% Reduce -11.8% 4,938 $374K
GC Wealth Management RIA, LLC 0.07% Reduce -6.0% 4,927 $373K
Riverwater Partners LLC 0.19% New 4,923 $372K
Tower Research Capital LLC (TRC) 0.01% Add +11904.9% 4,922 $372K
GSG Advisors LLC 0.12% No change 5,093 $372K
Destiny Wealth Partners, LLC 0.06% Add +38.2% 4,913 $372K
Little House Capital LLC 0.10% Reduce -10.5% 4,907 $371K
Mission Financial Group, LLC 0.34% — 4,100 $371K
Fortitude Family Office, LLC 0.13% Reduce -10.9% 4,903 $371K
Global Trust Asset Management, LLC 0.23% Reduce -90.8% 4,891 $370K
Optivise Advisory Services LLC 0.21% Add +7.6% 4,856 $367K
Clark Capital Management Group, Inc. 0.00% New 4,842 $366K
Summit Global Investments 0.03% Reduce -86.5% 4,834 $366K
RDA Financial Network 0.11% Add +2.2% 4,832 $366K
LaSalle St. Investment Advisors, LLC 0.09% Reduce -3.9% 4,836 $365K
Cairn Investment Group, Inc. 0.21% No change 4,811 $364K
Rosenberg Matthew Hamilton 0.09% Reduce -7.6% 4,805 $363K
MJP Associates Inc. 0.07% Reduce -5.2% 4,793 $363K
Pennington Partners & Co., LLC 0.21% Add +3.5% 4,774 $361K
Burt Wealth Advisors 0.09% Reduce -1.6% 4,771 $361K
Tran Capital Management, L.P. 0.05% No change 4,740 $359K
QTR Family Wealth, LLC 0.27% — 4,738 $358K
Brown, Lisle/Cummings, Inc. 0.10% Add +3.6% 4,735 $358K
Lake Street Private Wealth, LLC 0.06% Reduce -11.3% 4,729 $358K
GatePass Capital, LLC 0.27% Add +17.4% 4,729 $358K
Copia Wealth Management 0.33% Reduce -9.5% 4,709 $356K
HRC Wealth Management, LLC 0.22% No change 4,694 $355K
Satovsky Asset Management LLC 0.08% No change 4,680 $354K
Unique Wealth, LLC 0.07% Add +16.2% 4,679 $354K
Round Rock Advisors LLC 0.07% No change 4,673 $354K
Stolper Co 0.12% No change 4,636 $351K
Liberty Square Wealth Partners LLC 0.13% No change 4,638 $351K
Chicago Capital, LLC 0.01% Reduce -52.5% 4,635 $351K
Centennial Wealth Advisory LLC 0.13% Reduce -16.4% 4,634 $351K
Lifelong Wealth Advisors, Inc. 0.16% Add +1.4% 4,628 $350K
Financial Life Advisors 0.13% Reduce -11.2% 4,626 $350K
CGN Advisors LLC 0.03% Reduce -5.8% 4,625 $350K
Northeast Financial Group, Inc. 0.13% Reduce -55.0% 4,616 $349K
PBMares Wealth Management LLC 0.07% Reduce -0.8% 4,615 $349K
First Financial Corp. 0.17% No change 4,614 $349K
Dearborn Partners LLC 0.02% No change 4,612 $349K
Edgestream Partners, L.P. 0.01% Add +52.0% 4,612 $349K
Theory Financial LLC 0.15% Reduce -7.1% 4,604 $348K
GLOBALT Investments LLC / GA 0.01% No change 4,592 $347K
Carnegie Investment Counsel 0.01% Add +44.1% 5,103 $347K
Ballast Advisors LLC 0.11% Reduce -0.3% 4,582 $347K
Madison Asset Management, LLC 0.00% No change 4,581 $347K
Uptick Partners, LLC 0.12% Reduce -0.8% 4,575 $346K
Sentinel Pension Advisors, LLC 0.06% No change 4,565 $345K
Cardinal Point Capital Management ULC 0.03% Add +37.1% 4,505 $341K
Kera Capital Partners, Inc. 0.10% No change 4,504 $341K
Keb Asset Management, LLC 0.10% Reduce -3.4% 4,499 $340K
Pflug Koory, LLC 0.19% No change 4,493 $340K
Advisory Alpha, LLC 0.01% Add +9.7% 4,491 $340K
Samalin Investment Counsel, LLC 0.14% No change 4,464 $338K
Nixon Peabody Trust Co. 0.03% No change 4,430 $335K
Marble Harbor Investment Counsel, LLC 0.04% Reduce -15.3% 4,423 $335K
Legacy Financial Group LLC 0.05% Reduce -0.0% 4,407 $333K
Obermeyer Wealth Partners 0.02% Reduce -2.8% 4,399 $333K
Fairvoy Private Wealth, LLC 0.09% Reduce -52.1% 4,382 $331K
Norris Perne & French LLP 0.03% No change 4,378 $331K
Vista Investment Management 0.13% Reduce -0.3% 4,371 $331K
Rowlandmiller & Partners.adv 0.07% Reduce -1.3% 4,358 $330K
Adams Wealth Management 0.06% Reduce -5.7% 4,343 $329K
CacheTech Inc. 0.06% Reduce -5.7% 4,343 $329K
Running Point Capital Advisors, LLC 0.10% Add +40.3% 4,332 $328K
Hunter Associates Investment Management LLC 0.05% No change 4,321 $326K
STAR Financial Bank 0.24% New 4,306 $326K
Chapin Davis, Inc. 0.11% Add +10.4% 4,304 $326K
KFA Private Wealth Group, LLC 0.11% No change 4,302 $325K
Lowe Wealth Advisors, LLC 0.14% Reduce -0.5% 4,297 $325K
Investors Research Corp 0.07% Reduce -21.2% 4,278 $324K
CVFG LLC 0.29% Reduce -8.4% 4,276 $324K
Gries Financial LLC 0.06% Reduce -5.3% 4,275 $323K
Hurley Capital, LLC 0.24% Reduce -4.1% 4,247 $321K
Planwiser Financial, LLC 0.29% — 4,027 $321K
Baker Tilly Wealth Management, LLC 0.13% Reduce -29.9% 4,236 $320K
Canandaigua National Trust Co of Florida 0.28% No change 4,230 $320K
Vident Advisory, LLC 0.00% No change 4,215 $319K
Virtue Capital Management, LLC 0.04% New 4,186 $317K
Gemmer Asset Management LLC 0.03% No change 4,190 $317K
Wealth Group, Ltd. 0.20% Reduce -4.5% 4,177 $316K
Total Wealth Planning, LLC 0.05% No change 4,173 $316K
Olistico Wealth, LLC 0.19% Reduce -0.5% 4,150 $314K
Twelve Points Wealth Management LLC 0.09% Reduce -2.1% 4,150 $314K
Alamar Capital Management, LLC 0.19% No change 4,142 $313K
BridgePort Financial Solutions, LLC 0.14% No change 4,134 $313K
Global Assets Advisory, LLC 0.06% New 4,311 $312K
Cassaday & Co Wealth Management LLC 0.01% Add +15.4% 4,117 $311K
Register Financial Advisors LLC 0.16% Add +15.9% 4,111 $311K
Payne Capital Management, LLC 0.13% Reduce -9.5% 4,108 $311K
Peak Retirement Planning, Inc. 0.17% Add +2.2% 4,091 $309K
White Pine Capital LLC 0.11% Add +3.8% 4,091 $309K
Islay Capital Management, LLC 0.21% Reduce -90.0% 4,085 $309K
Heritage Wealth Management, Inc. 0.10% Add +17.2% 4,079 $309K
Sage Private Wealth Group, LLC 0.23% New 4,070 $308K
Embree Financial Group 0.05% Add +0.2% 4,069 $308K
Burney Co./ 0.01% Add +17.9% 4,069 $308K
Farrow Financial, Inc. 0.21% Reduce -28.5% 4,064 $307K
Secure Asset Management, LLC 0.06% Reduce -4.7% 4,059 $307K
WPG Advisers, LLC 0.29% Reduce -33.9% 4,053 $307K
VERITY Wealth Advisors 0.23% No change 4,050 $306K
Holcombe Financial, Inc. 0.25% No change 4,033 $305K
Hengehold Capital Management LLC 0.03% Reduce -47.3% 4,003 $303K
Steigerwald, Gordon & Koch Inc. 0.03% Add +4.7% 3,998 $302K
Financial Symmetry Inc 0.19% New 3,988 $302K
Aveo Capital Partners, LLC 0.05% Reduce -97.2% 3,784 $302K
Williams Jones Wealth Management, LLC. 0.00% New 3,959 $299K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -16.8% 3,941 $298K
Causey Wealth LLC 0.17% Reduce -14.1% 3,922 $297K
PUREfi Wealth, LLC 0.30% Add +0.0% 3,910 $296K
Community Financial Services Group, LLC 0.06% Reduce -36.8% 3,903 $295K
Modus Advisors, LLC 0.10% Reduce -7.1% 3,902 $295K
Jamison Private Wealth Management, Inc. 0.04% No change 3,900 $295K
Winthrop Advisory Group LLC 0.04% Add +6.3% 3,896 $295K
OneAscent Financial Services LLC 0.02% Reduce -76.8% 3,864 $293K
Walkner Condon Financial Advisors LLC 0.06% Add +4.6% 3,861 $292K
Roberts Glore & Co. Inc. 0.09% No change 3,835 $290K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +10.4% 3,832 $290K
ESL Trust Services, LLC 0.07% No change 3,828 $290K
Farmers & Merchants Investments Inc. 0.01% No change 3,817 $289K
Serenus Wealth Advisors, LLC 0.05% No change 3,801 $288K
Stonekeep Investments, LLC 0.21% New 3,797 $287K
New Century Financial Group, LLC 0.33% Reduce -84.6% 3,788 $287K
Rockland Trust Co. 0.01% Reduce -24.5% 3,778 $286K
Seascape Capital Management 0.10% No change 3,750 $284K
Leo Wealth, LLC 0.04% No change 3,721 $282K
Frazier Financial Advisors, LLC 0.22% Reduce -0.8% 3,712 $281K
Navigation Wealth Management, Inc. 0.43% New 3,707 $281K
M.E. Allison & Co., Inc. 0.28% No change 3,706 $280K
Warren Street Wealth Advisors, LLC 0.11% New 3,706 $280K
Heritage Financial Services, LLC 0.03% New 3,700 $280K
Calydon Capital 0.05% Reduce -13.2% 3,692 $279K
FSB Premier Wealth Management, Inc. 0.11% No change 3,690 $279K
Resurgent Financial Advisors LLC 0.17% Reduce -13.1% 3,688 $279K
Austin Asset Management Co Inc 0.06% New 3,672 $278K
FSA Advisors, Inc. 0.22% New 3,672 $278K
Precision Wealth Strategies, LLC 0.21% New 3,667 $277K
Balanced Rock Investment Advisors LLC 0.22% Reduce -3.7% 3,663 $277K
Mosaic Financial Group, LLC 0.22% No change 3,651 $276K
Plante Moran Financial Advisors, LLC 0.02% Reduce -9.1% 3,620 $274K
Atlas Private Wealth Advisors 0.04% Reduce -0.9% 3,617 $274K
Trust Co of the South 0.06% No change 3,617 $274K
LVW Advisors, LLC 0.03% Reduce -6.5% 3,592 $272K
Red Door Wealth Management, LLC 0.04% Reduce -37.9% 3,583 $271K
S&T Bank 0.09% Add +51.7% 3,581 $271K
Crux Wealth Advisors 0.14% Reduce -46.2% 3,573 $270K
Seeds Investor LLC 0.08% Reduce -0.8% 3,562 $269K
Towne Trust Company, N.A 0.09% No change 3,555 $269K
Anchor Investment Management, LLC 0.03% Reduce -1.5% 3,545 $268K
Avantax Planning Partners, Inc. 0.01% Add +9.9% 3,541 $268K
Latitude Advisors, LLC 0.16% New 3,533 $267K
Goldstone Financial Group, LLC 0.04% Reduce -18.2% 3,531 $267K
Knuff & Co LLC 0.09% Add +26.1% 3,528 $267K
Maripau Wealth Management LLC 0.15% Reduce -18.2% 3,524 $267K
Melfa Wealth Management, Inc. 0.18% Add +2.0% 3,514 $266K
Investment Research & Advisory Group, Inc. 0.11% Add +20.9% 3,504 $265K
Total Clarity Wealth Management, Inc. 0.09% No change 3,754 $264K
Key Client Fiduciary Advisors, LLC 0.12% Reduce -4.0% 3,486 $264K
Sovran Advisors, LLC 0.03% Reduce -58.0% 3,486 $263K
Insight Advisors, LLC/ PA 0.05% Reduce -16.8% 3,460 $262K
Edge Financial Advisors LLC 0.17% Reduce -89.0% 3,456 $261K
DF Dent & Co. Inc. 0.00% No change 3,430 $259K
Jackson, Grant Investment Advisers, Inc. 0.10% No change 3,417 $259K
Oxinas Partners, LLC 0.15% No change 3,401 $257K
TCTC Holdings, LLC 0.01% Reduce -78.3% 3,383 $256K
Opal Wealth Advisors, LLC 0.08% New 3,381 $256K
Thomasville National Bank 0.02% Reduce -3.6% 3,381 $256K
Indie Asset Partners, LLC 0.22% No change 3,376 $255K
Centennial Bank 0.12% Add +38.3% 3,372 $255K
Covestor Ltd 0.17% Add +168.7% 3,361 $254K
Gerber, LLC 0.21% No change 3,357 $254K
Pinnacle Financial Group, LLC / IL 0.09% No change 3,350 $253K
Altus Wealth Group LLC 0.12% Reduce -11.4% 3,347 $253K
Gitterman Wealth Management, LLC 0.07% New 3,347 $253K
HighMark Wealth Management LLC 0.15% Reduce -4.3% 3,334 $252K
Landmark Wealth Management, LLC 0.11% Reduce -15.1% 3,336 $252K
First Heartland Consultants, Inc. 0.03% New 3,326 $252K
DKM Wealth Management, Inc. 0.24% No change 3,326 $252K
Central Bank & Trust Co. 0.04% No change 3,324 $251K
Diversify Wealth Management, LLC 0.02% New 3,188 $251K
City State Bank 0.08% No change 3,320 $251K
Amara Financial, Llc. 0.23% No change 3,320 $251K
Baron Financial Group, LLC 0.16% Add +2.3% 3,311 $250K
Sheets Smith Wealth Management 0.03% No change 3,304 $250K
Emprise Bank 0.13% New 3,299 $250K
Thrive Wealth Management, LLC 0.05% Reduce -9.3% 3,295 $249K
GenTrust, LLC 0.01% No change 3,273 $248K
LexAurum Advisors, LLC 0.05% Reduce -23.7% 3,251 $246K
Nicholas Hoffman & Company, LLC. 0.01% Reduce -18.2% 3,233 $245K
AlphaStar Capital Management, LLC 0.02% New 3,210 $243K
Zullo Investment Group, Inc. 0.10% Reduce -0.1% 3,207 $243K
Correct Capital Wealth Management 0.05% No change 3,180 $241K
Rothschild Capital Partners, LLC 0.06% No change 3,180 $241K
Michels Family Financial, LLC 0.22% Add +2.8% 3,177 $240K
Formidable Asset Management, LLC 0.04% Reduce -10.8% 3,177 $240K
Camden National Bank 0.04% Reduce -6.2% 3,176 $240K
Insight Wealth Strategies, LLC 0.03% New 3,174 $240K
WealthBridge Capital Management, LLC 0.07% Add +5.7% 3,149 $238K
Aureus Asset Management, LLC 0.02% Reduce -12.9% 3,144 $238K
Sunpointe, LLC 0.13% No change 3,139 $237K
Bellwether Advisors, LLC 0.05% No change 3,137 $237K
Avant Financial Advisors LLC 0.22% Add +1.1% 3,137 $237K
Plum Street Advisors, LLC 0.11% Reduce -1.1% 3,135 $237K
Brand Asset Management Group, Inc. 0.10% Reduce -14.3% 3,132 $237K
Edgemoor Investment Advisors, Inc. 0.02% Reduce -29.0% 3,131 $237K
Argent Capital Management LLC 0.01% Reduce -28.2% 3,116 $236K
ProVise Management Group, LLC 0.02% New 3,115 $236K
Moloney Securities Asset Management, LLC 0.03% Reduce -6.4% 3,113 $236K
American National Bank & Trust 0.03% Reduce -24.8% 3,112 $235K
Vermillion & White Wealth Management Group, LLC 0.17% Reduce -0.1% 3,106 $235K
Lynx Investment Advisory 0.16% No change 3,106 $235K
Bogart Wealth, LLC 0.01% Add +12.4% 3,102 $235K
Atlas Wealth LLC 0.13% Reduce -0.4% 3,098 $234K
Financial Sense Advisors, Inc. 0.07% Reduce -10.8% 3,095 $234K
XML Financial, LLC 0.02% Reduce -14.2% 3,093 $234K
Wilson & Boucher Capital Management, LLC 0.17% No change 3,080 $233K
Concord Wealth Partners 0.04% No change 3,068 $232K
Guerra Pan Advisors, LLC 0.18% No change 3,066 $232K
Prospect Financial Services LLC 0.13% Reduce -3.5% 3,062 $232K
Cahill Wealth Management, LLC 0.12% No change 3,061 $232K
Spirepoint Private Client, LLC 0.03% No change 3,056 $231K
Strategic Equity Management 0.10% New 3,056 $231K
HBW Advisory Services LLC 0.03% Add +0.1% 3,048 $231K
Foundation Wealth Management, LLC 0.18% No change 3,047 $231K
Measured Wealth Private Client Group, LLC 0.07% Reduce -30.3% 3,044 $230K
Iams Wealth Management, LLC 0.11% No change 3,034 $230K
Detalus Advisors, LLC 0.07% Reduce -1.9% 3,027 $229K
Christensen, King & Associates Investment Services, Inc. 0.11% No change 2,927 $228K
Future You Wealth LLC 0.15% Add +1.2% 3,014 $228K
Twin Peaks Wealth Advisors, LLC 0.10% Reduce -18.0% 3,043 $228K
KOM Wealth Management Group, LLC 0.20% Reduce -20.2% 3,004 $227K
American Trust 0.06% Reduce -75.7% 3,002 $227K
Cookson Peirce & Co. Inc. 0.01% New 2,987 $226K
Luken Investment Analytics, LLC 0.11% New 2,982 $226K
Peregrine Asset Advisers, Inc. 0.08% New 2,974 $225K
Hardin Capital Partners, LLC 0.14% New 2,960 $224K
Strategic Financial Services, Inc. 0.01% Add +0.1% 2,957 $224K
Capital Investment Counsel, Inc 0.03% No change 2,949 $223K
Absolute Capital Management, LLC 0.13% Reduce -10.6% 2,940 $222K
Valtinson Bruner Financial Planning LLC 0.08% New 2,937 $222K
Capasso Planning Partners LLC 0.09% Reduce -1.2% 2,921 $221K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -10.9% 2,920 $221K
My Legacy Advisors, LLC 0.09% Reduce -15.6% 2,918 $221K
Integris Wealth Management, LLC 0.06% No change 2,897 $219K
Capital Advisors Wealth Management, LLC 0.04% Add +0.5% 2,894 $219K
Triad Wealth Partners, LLC 0.07% New 2,885 $218K
Private Capital Management, LLC 0.02% New 2,883 $218K
Arbor Wealth Advisors LLC 0.19% No change 2,882 $218K
Mirador Capital Partners LP 0.04% No change 2,881 $218K
Stonegate Investment Group, LLC 0.01% New 2,878 $218K
Allium Financial Advisors, LLC 0.20% — 2,877 $218K
Cerro Pacific Wealth Advisors LLC 0.07% No change 3,094 $217K
Swan Global Investments, LLC 0.01% Reduce -48.9% 2,860 $216K
ORG Partners LLC 0.06% Reduce -88.8% 2,850 $216K
ABLE Financial Group, LLC 0.06% New 2,852 $216K
Advisor Resource Council 0.02% Reduce -49.6% 2,845 $215K
Five Oceans Advisors 0.10% Reduce -8.7% 2,836 $215K
Paulson Wealth Management Inc. 0.06% New 2,829 $214K
Plan Group Financial, LLC 0.08% New 2,827 $214K
Wealth Forward, LLC 0.15% New 2,826 $214K
Lanark Financial, Inc. 0.02% — 2,822 $213K
Axis Wealth Partners, LLC 0.16% New 2,804 $212K
Keener Financial Planning LLC 0.14% No change 2,803 $212K
Seneca Financial Advisors LLC 0.10% New 2,801 $212K
Bridgewater Advisors Inc. 0.02% New 2,680 $211K
Tevis Investment Management 0.16% No change 2,977 $209K
West Wealth Group, LLC 0.06% New 2,750 $209K
Drake & Associates, LLC 0.06% New 2,757 $209K
Somerset Trust Co 0.07% New 2,756 $208K
Prosperity Planning, Inc. 0.09% Reduce -8.7% 2,754 $208K
Pines Wealth Management, LLC 0.10% Reduce -16.5% 3,061 $208K
Clear Creek Financial Management, LLC 0.02% Reduce -21.3% 2,742 $207K
Baring Financial LLC 0.17% Reduce -8.8% 2,732 $207K
Kapstone Financial Advisors LLC 0.12% New 2,721 $206K
Level Wealth Management LLC 0.13% New 2,719 $206K
Atlas Brown,Inc. 0.07% New 2,719 $206K
Activest Wealth Management 0.06% No change 2,711 $205K
Rothschild Investment LLC 0.01% No change 2,710 $205K
Fortis Advisors, LLC 0.13% New 2,710 $205K
Alpha Cubed Investments, LLC 0.01% New 2,707 $205K
Armor Investment Advisors, LLC 0.08% New 2,683 $203K
Beaumont Financial Advisors, LLC 0.02% New 2,645 $200K
Smithfield Trust Co 0.01% Reduce -8.6% 2,651 $200K
Mascoma Wealth Management LLC 0.05% Add +1.9% 2,615 $198K
Brooklyn Investment Group 0.04% Add +68.6% 2,554 $193K
Private Wealth Management Group, LLC 0.07% Reduce -2.3% 2,525 $191K
IMG Wealth Management, Inc. 0.17% Reduce -21.4% 2,519 $191K
Tidemark, LLC 0.07% Reduce -66.9% 2,477 $187K
Tanglewood Legacy Advisors, LLC 0.08% No change 2,462 $186K
Proffitt & Goodson Inc. 0.03% No change 2,457 $186K
Signature Resources Capital Management, LLC 0.16% Add +36.8% 2,429 $184K
Mowery & Schoenfeld Wealth Management, LLC 0.35% New 2,357 $178K
Clearstead Trust, LLC 0.04% No change 2,331 $176K
Richardson Capital Management LLC 0.11% Reduce -0.5% 2,326 $176K
Provident Wealth Management, LLC 0.06% Add +34.8% 2,324 $176K
Parkworth Wealth Management, Inc. 0.14% Reduce -3.8% 2,277 $172K
Evermay Wealth Management LLC 0.02% Reduce -4.9% 2,268 $172K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 2,166 $166K
Beaird Harris Wealth Management, LLC 0.01% Add +53.3% 2,191 $166K
Optimum Investment Advisors 0.08% Add +12.9% 2,175 $165K
Armstrong Advisory Group, Inc. 0.01% No change 2,263 $159K
North Ridge Wealth Advisors, Inc. 0.10% Reduce -2.2% 2,012 $152K
Avondale Wealth Management 0.10% No change 2,000 $151K
Bokf, NA 0.00% Reduce -21.8% 1,993 $151K
Motco 0.02% Add +3.1% 1,989 $150K
Smallwood Wealth Investment Management, LLC 0.08% New 1,779 $135K
Stelac Advisory Services LLC 0.06% New 1,770 $134K
Bfsg, LLC 0.02% No change 1,752 $133K
Abound Financial, LLC 0.07% New 1,727 $131K
Marshall & Sterling Wealth Advisors Inc. 0.09% Add +234.2% 1,718 $130K
Pillar Financial Advisors, LLC 0.09% No change 1,663 $126K
Millstone Evans Group, LLC 0.08% No change 1,637 $124K
LFA - Lugano Financial Advisors SA 0.08% No change 1,628 $123K
Annis Gardner Whiting Capital Advisors, LLC 0.05% Reduce -1.8% 1,624 $123K
Bradley & Co. Private Wealth Management, LLC 0.08% No change 1,617 $122K
Kathleen S. Wright Associates Inc. 0.05% New 1,601 $121K
Wood Tarver Financial Group, LLC 0.04% No change 1,599 $121K
Compass Wealth Management LLC 0.03% Add +7.8% 1,593 $121K
Pacifica Partners Inc. 0.05% Reduce -18.1% 1,611 $120K
BankPlus Trust Department 0.04% Add +186.3% 1,572 $119K
Tradewinds Capital Management, LLC 0.03% No change 1,571 $119K
Collier Financial 0.10% Add +37.9% 1,561 $118K
MPWM Advisory Solutions, LLC 0.08% No change 1,518 $115K
Blue Bell Private Wealth Management, LLC 0.02% Add +13.9% 1,514 $115K
Lindbrook Capital, LLC 0.01% Reduce -48.6% 1,502 $114K
LGT Financial Advisors LLC 0.35% No change 1,495 $113K
Robinswood Financial LLC 0.04% No change 1,471 $111K
Hemington Wealth Management 0.02% No change 1,464 $110K
Pineridge Advisors LLC 0.04% Reduce -19.6% 1,446 $109K
Centricity Wealth Management, LLC 0.10% No change 1,422 $108K
Indiana Trust & Investment Management Co 0.04% Reduce -0.3% 1,403 $106K
Oakworth Capital, Inc. 0.01% Add +35.1% 1,402 $106K
Kopp Family Office, LLC 0.07% No change 1,400 $106K
Salomon & Ludwin, LLC 0.01% Reduce -4.8% 1,378 $104K
GPS Wealth Strategies Group, LLC 0.01% Add +31.2% 1,346 $102K
Ameriflex Group, Inc. 0.04% Reduce -39.8% 1,340 $101K
Crews Bank & Trust 0.02% No change 1,311 $99K
Holos Integrated Wealth LLC 0.06% No change 1,294 $98K
PSI Advisors, LLC 0.03% Reduce -43.5% 1,291 $98K
Reyes Financial Architecture, Inc. 0.07% No change 1,290 $98K
Pandora Wealth, Inc. 0.06% — 1,280 $97K
Minot DeBlois Advisors LLC 0.10% Reduce -9.6% 1,275 $96K
St Germain D J Co. Inc. 0.00% Reduce -57.2% 1,211 $92K
Barnes Dennig Private Wealth Management LLC 0.14% — 1,204 $91K
Stone House Investment Management, LLC 0.02% New 1,166 $88K
Redwood Park Advisors LLC 0.07% Add +10.6% 1,136 $86K
Newton One Investments LLC 0.03% Reduce -45.1% 1,133 $86K
Dunhill Financial, LLC 0.04% Add +1.2% 1,139 $86K
Delta Asset Management LLC 0.01% No change 1,130 $85K
Nova Wealth Management, Inc. 0.07% Reduce -27.6% 1,104 $84K
Provenance Wealth Advisors, LLC 0.01% No change 1,071 $81K
Legacy Wealth Managment, LLC 0.06% Add +688.8% 1,057 $80K
Caldwell Sutter Capital, Inc. 0.04% No change 1,054 $80K
Piscataqua Savings Bank 0.07% No change 1,050 $79K
Tacita Capital Inc 0.06% No change 1,049 $79K
Wealth Preservation Advisors, LLC 0.06% — 1,039 $79K
Cliffwater LLC 0.02% No change 1,036 $78K
SRH Advisors, LLC 0.02% No change 1,026 $78K
Arlington Trust Co LLC 0.02% No change 990 $75K
Kiker Wealth Management, LLC 0.05% New 969 $73K
FSA Wealth Management LLC 0.03% Add +18.9% 579 $70K
CarsonAllaria Wealth Management, Ltd. 0.04% No change 922 $70K
Montag A & Associates Inc. 0.00% Reduce -62.8% 871 $66K
Roxbury Financial LLC 0.06% Add +0.6% 872 $66K
HHM Wealth Advisors, LLC 0.01% Add +21.7% 868 $66K
Glen Eagle Advisors, LLC 0.01% Add +26.2% 853 $65K
Sierra Ocean, LLC 0.05% No change 846 $64K
Union Savings Bank 0.03% Add +67.9% 841 $64K
PFS Partners, LLC 0.03% No change 839 $63K
Angeles Wealth Management, LLC 0.01% Add +32.4% 838 $63K
First Pacific Financial 0.01% No change 813 $62K
Evelyn Partners Asset Management Ltd 0.02% No change 801 $61K
Longview Financial Advisors LLC 0.04% Reduce -6.5% 795 $60K
MRP Capital Investments, LLC 0.06% No change 790 $60K
N.E.W. Advisory Services LLC 0.00% New 778 $59K
Fiduciary Advisors, Inc. 0.06% No change 752 $57K
Twin Lakes Capital Management, LLC 0.04% New 742 $56K
Missouri Trust & Investment Co 0.02% No change 700 $53K
First PREMIER Bank 0.01% No change 688 $52K
MTM Investment Management, LLC 0.02% No change 680 $52K
Atwood & Palmer Inc. 0.00% No change 663 $50K
Sittner & Nelson, LLC 0.02% No change 658 $50K
Davis Capital Management 0.04% No change 654 $49K
United Community Bank 0.02% Add +146.5% 631 $48K
Pin Oak Investment Advisors Inc. 0.04% No change 615 $47K
McClarren Financial Advisors, Inc. 0.03% Add +295.9% 483 $47K
Hoey Investments, Inc. 0.01% New 609 $46K
Grey Ledge Advisors, LLC 0.01% Reduce -88.9% 594 $45K
Truvestments Capital LLC 0.01% New 588 $44K
DHJJ Financial Advisors, Ltd. 0.02% No change 580 $44K
Transce3nd, LLC 0.02% Reduce -42.9% 565 $43K
Cape Investment Advisory, Inc. 0.02% Add +25.4% 553 $42K
Quest 10 Wealth Builders, Inc. 0.04% Add +43.3% 543 $41K
Kimelman & Baird, LLC 0.00% No change 542 $41K
AllSquare Wealth Management LLC 0.02% No change 531 $40K
Hughes Financial Services, LLC 0.01% New 522 $40K
Breakwater Investment Management 0.02% No change 519 $39K
Hanson & Doremus Investment Management 0.01% Add +40.4% 511 $39K
Medallion Wealth Advisors, LLC 0.02% Reduce -13.0% 508 $39K
Comprehensive Financial Planning, Inc. 0.04% Add +19.2% 509 $39K
Turim 21 Investimentos Ltda. 0.01% New 464 $35K
First Community Trust NA 0.03% No change 443 $34K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +14.6% 439 $33K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 419 $32K
Integrity Financial Corp 0.02% No change 396 $30K
Logan Capital Management Inc. 0.00% Reduce -61.9% 384 $29K
Blume Capital Management, Inc. 0.01% Add +9.4% 383 $29K
IFS Advisors, LLC 0.02% New 379 $29K
Hopwood Financial Services, Inc. 0.02% Reduce -3.8% 378 $29K
Main Street Group, LTD 0.01% Reduce -33.9% 377 $29K
Peoples Bank 0.02% No change 375 $28K
Darwin Wealth Management, LLC 0.01% No change 384 $27K
Cornerstone Planning Group LLC 0.01% No change 350 $27K
Arcadia Investment Advisors LLC 0.01% Reduce -11.6% 351 $27K
WFA Asset Management Corp 0.01% New 348 $26K
Curat Global, LLC 0.03% — 339 $26K
Moisand Fitzgerald Tamayo, LLC 0.00% Reduce -46.3% 334 $25K
Horizons Wealth Management 0.02% No change 321 $24K
Ameritas Investment Partners, Inc. 0.00% Add +46.8% 320 $24K
Thompson Investment Management, Inc. 0.00% Reduce -63.9% 317 $24K
Pacific Center for Financial Services 0.01% No change 314 $24K
von Borstel & Associates, Inc. 0.01% New 305 $23K
Flaharty Asset Management, LLC 0.00% New 302 $23K
Iron Horse Wealth Management, LLC 0.01% No change 292 $22K
ZynergyRetirementPlanningLLC 0.01% No change 266 $19K
Nemes Rush Group LLC 0.00% No change 244 $18K
Strengthening Families & Communities, LLC 0.01% No change 244 $18K
Strategic Investment Solutions, Inc. 0.01% No change 226 $17K
Navigoe, LLC 0.01% New 229 $17K
New Millennium Group LLC 0.01% Reduce -14.5% 224 $17K
SJS Investment Consulting Inc. 0.00% No change 222 $17K
Accredited Wealth Management, LLC 0.01% No change 219 $17K
Coston, McIsaac & Partners 0.00% Add +164.2% 214 $16K
Promus Capital, LLC 0.01% No change 200 $15K
Capital A Wealth Management, LLC 0.02% Add +1709.1% 199 $15K
Cloud Capital Management, LLC 0.01% — 209 $15K
Financial Network Wealth Advisors LLC 0.02% No change 197 $15K
McIlrath & Eck, LLC 0.00% No change 191 $14K
Perkins Coie Trust Co 0.00% No change 190 $14K
NFSG Corp 0.00% Reduce -58.0% 188 $14K
Bank & Trust Co 0.01% No change 188 $14K
Duncker Streett & Co. Inc. 0.00% No change 188 $14K
Tower View Wealth Management LLC 0.01% Reduce -32.7% 177 $13K
Anderson Financial Strategies, LLC 0.01% Reduce -36.4% 175 $13K
CNB Bank 0.01% No change 173 $13K
Guardian Wealth Management, Inc. 0.01% Reduce -0.6% 165 $13K
Mb, Levis & Associates, LLC 0.01% No change 162 $12K
Tucker Asset Management LLC 0.00% Reduce -58.5% 159 $12K
Eq Wealth Advisors, LLC 0.01% New 157 $12K
Graney & King, LLC 0.01% New 148 $11K
Curio Wealth, LLC 0.01% Reduce -99.4% 1 $11K
Park Square Financial Group, LLC 0.01% No change 136 $10K
Atticus Wealth Management, LLC 0.00% Reduce -24.7% 134 $10K
Orion Capital Management LLC 0.00% No change 131 $10K
Sellwood Investment Partners LLC 0.01% No change 129 $10K
DecisionPoint Financial, LLC 0.00% No change 128 $10K
Crowley Wealth Management, Inc. 0.01% No change 122 $9K
Anfield Capital Management, LLC 0.00% New 116 $9K
Flagship Wealth Advisors, LLC 0.00% Reduce -84.0% 108 $8K
Murphy & Mullick Capital Management Corp 0.01% No change 100 $8K
Front Row Advisors LLC 0.00% No change 100 $8K
Prudent Man Investment Management, Inc. 0.00% No change 99 $7K
MJT & Associates Financial Advisory Group, Inc. 0.01% — 88 $7K
North Capital, Inc. 0.01% — 88 $7K
Raleigh Capital Management Inc. 0.00% Reduce -69.8% 83 $6K
IMA Advisory Services, Inc. 0.00% New 71 $5K
ROSS\JOHNSON & Associates LLC 0.09% No change 70 $5K
Cheviot Value Management, LLC 0.00% New 66 $5K
Cardiff Park Advisors, LLC 0.00% No change 68 $5K
Punch & Associates Investment Management, Inc. 0.00% Add +17.5% 67 $5K
Chilton Capital Management LLC 0.00% No change 62 $5K
Semmax Financial Advisors Inc. 0.00% New 52 $4K
Valued Wealth Advisors LLC 0.00% New 47 $4K
Pittenger & Anderson Inc. 0.00% No change 43 $3K
Sawyer & Company, Inc 0.00% No change 40 $3K
Mountain Hill Investment Partners Corp. 0.00% No change 36 $3K
Spurstone Advisory Services, LLC 0.05% No change 34 $3K
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% No change 26 $2K
Raelipskie Partnership 0.00% No change 15 $1K
Transamerica Financial Advisors, LLC 0.00% No change 1 $1K
Kozak & Associates, Inc. 0.00% No change 8 $614
Safe Harbor Fiduciary, LLC 0.00% No change 4 $303
Ruedi Wealth Management, Inc. 0.00% No change 4 $284
Bell Investment Advisors, Inc 0.00% No change 2 $152

"% 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.