iShares Core MSCI Eafe ETFIEFAETF
13F holders, Q1 2025 (March 31)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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 121 | $202.5M |
| Exits | 74 | $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.