iShares Core MSCI Eafe ETFIEFAETF

13F holders, Q2 2025 (June 30)
2,108holders +68
148new positions
67sold out
6famous investors
$83.38avg. 13F price*

At the end of Q2 2025, 2,108 institutions reported holding iShares Core MSCI Eafe ETF (IEFA) in their 13F filings, up 68 from Q1 2025. 148 opened new positions and 67 sold out. The largest holders were Bank of America Corp. ($18.4B), Morgan Stanley ($8.2B) and Jones Financial Companies LLLP ($7.5B). 6 famous investors held it, including Joel Greenblatt (0.4% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).

Company
iShares Core MSCI Eafe ETF
CUSIP
46432F842
Latest filing quarter
Q2 2026

History

Number of 13F holders

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

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions148$161.7M
Exits67$1.7B

All 13F filers, Q1 2025 → Q2 2025: 71,733,910 shares bought and 59,205,807 shares sold, net +12,528,103 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,108 holders

Bank of America Corp. 1.48% Add +2.5% 220,025,516 $18.4B
Morgan Stanley 0.54% Add +2.1% 98,621,249 $8.2B
Jones Financial Companies LLLP 5.67% Add +0.5% 89,703,239 $7.5B
Wells Fargo & Company 1.32% Add +0.3% 71,891,273 $6.0B
Tiaa Trust, National Association 10.16% Reduce -7.6% 46,789,572 $3.9B
Envestnet Asset Management Inc. 0.98% Add +10.1% 40,235,704 $3.4B
Raymond James Financial Inc. 1.12% Add +2.9% 38,892,517 $3.2B
LPL Financial LLC 1.06% Add +4.8% 37,945,267 $3.2B
US Bancorp \de 3.61% Add +0.7% 34,386,264 $2.9B
Northwestern Mutual Wealth Management Co. 1.99% Reduce -4.1% 32,755,829 $2.7B
Bank of New York Mellon Corp 0.51% Add +0.9% 32,560,687 $2.7B
BlackRock, Inc. 0.05% Add +2.1% 32,186,598 $2.7B
FMR LLC 0.11% Reduce -1.6% 22,985,955 $1.9B
Goldman Sachs Group Inc. 0.29% Reduce -14.4% 21,235,926 $1.8B
UBS Group AG 0.36% Reduce -9.7% 20,884,114 $1.7B
JPMorgan Chase & Co. 0.10% Add +1.2% 17,482,717 $1.5B
PNC Financial Services Group, Inc. 0.86% Add +4.4% 16,039,614 $1.3B
Truist Financial Corp. 1.87% Add +40.1% 15,245,913 $1.3B
M&T Bank Corp 4.06% Add +0.7% 14,151,324 $1.2B
Ameriprise Financial Inc. 0.25% Add +32.1% 12,158,462 $1.0B
Cerity Partners LLC 1.74% Add +18.8% 11,680,694 $975.1M
Betterment LLC 1.80% Reduce -5.1% 10,128,262 $845.5M
Stifel Financial Corp. 0.80% Reduce -2.6% 9,888,890 $825.5M
Royal Bank of Canada 0.15% Add +18.8% 9,173,664 $765.8M
Mariner, LLC 1.08% Add +3.9% 8,983,504 $749.9M
Envestnet Portfolio Solutions, Inc. 2.70% Reduce -2.7% 8,802,068 $734.8M
National Bank of Canada 0.76% Add +140.8% 8,449,555 $705.3M
Keybank National Association 2.56% Add +14.1% 8,239,461 $687.8M
Assetmark, Inc. 1.49% Add +2.6% 7,582,462 $633.0M
Avantax Advisory Services, Inc. 3.02% Reduce -0.1% 6,585,558 $549.8M
Alliancebernstein L.P. 0.18% Add +2.7% 6,570,264 $548.5M
Bank of Montreal 0.28% Reduce -34.8% 6,519,679 $544.3M
Ballentine Partners, LLC 8.01% Add +5.3% 6,366,275 $531.5M
Baird Financial Group, Inc. 0.79% Reduce -6.0% 5,407,908 $451.5M
Franklin Resources Inc. 0.12% Reduce -0.8% 5,391,301 $450.1M
HighTower Advisors, LLC 0.51% Add +0.9% 4,892,413 $408.4M
United Capital Financial Advisors, LLC 3.29% Add +2.6% 4,871,864 $406.7M
Cresset Asset Management, LLC 1.97% Reduce -1.8% 4,711,784 $393.3M
Fiduciary Trust Co 4.62% Add +6.7% 4,500,599 $375.7M
Mission Wealth Management, LP 8.09% Add +5.9% 4,444,040 $371.0M
Allspring Global Investments Holdings, LLC 0.60% Add +3.6% 4,336,986 $361.3M
Pure Financial Advisors, LLC 6.12% Add +16.5% 4,163,067 $347.5M
Mill Creek Capital Advisors, LLC 7.65% Add +1.2% 4,133,506 $345.1M
Flputnam Investment Management Co. 5.84% Add +25.6% 4,076,309 $340.3M
Cetera Investment Advisers 0.56% Add +6.6% 3,965,168 $331.0M
Northern Trust Corp. 0.04% Add +21.3% 3,733,162 $311.6M
Sei Investments Co. 0.36% Reduce -4.2% 3,731,582 $311.5M
MML Investors Services, LLC 0.89% Add +12.2% 3,676,492 $306.9M
Hirtle & Co., LLC 12.84% Reduce -0.3% 3,625,084 $302.6M
Commonwealth Equity Services, LLC 0.39% Add +0.1% 3,566,216 $297.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 8.05% Add +78.4% 3,542,276 $295.7M
Modera Wealth Management, LLC 3.57% Reduce -1.5% 3,450,389 $288.0M
Bell Bank 13.09% Add +11.1% 3,364,915 $280.9M
Signaturefd, LLC 4.75% Add +2.7% 3,338,116 $278.7M
Fifth Third Bancorp 0.94% Add +24.2% 3,270,318 $273.0M
Macquarie Group Ltd. 0.33% Reduce -26.3% 3,230,395 $269.7M
Stairway Partners, LLC 14.70% Reduce -0.8% 3,104,863 $259.2M
Members Trust Co 8.79% Reduce -3.2% 3,055,945 $255.1M
Dynasty Wealth Management, LLC 4.27% Reduce -10.6% 3,005,172 $250.9M
Haverford Trust Co 2.25% Add +2.4% 2,838,172 $236.9M
Mercer Global Advisors Inc. 0.52% Add +82.9% 2,764,454 $230.8M
Greenleaf Trust 2.03% Reduce -0.5% 2,756,693 $230.1M
&partners 1.76% Add +15.5% 2,742,003 $229.2M
Creative Planning 0.20% Reduce -5.7% 2,744,172 $229.1M
Prudential Financial Inc. 0.29% Reduce -26.3% 2,659,491 $222.0M
TD Private Client Wealth LLC 5.43% Add +6.2% 2,649,344 $221.2M
RiverFront Investment Group, LLC 4.29% Add +182.1% 2,632,595 $219.8M
Nationwide Fund Advisors 12.11% Reduce -9.9% 2,591,526 $216.3M
First Command Advisory Services, Inc. 1.85% Reduce -0.2% 2,575,426 $215.0M
Wealth Enhancement Advisory Services, LLC 0.35% Add +27.4% 2,555,298 $213.5M
Heritage Wealth Advisors 9.80% Add +43.2% 2,470,819 $206.3M
Brown Brothers Harriman & Co. 1.32% Reduce -3.9% 2,463,006 $205.6M
Osaic Holdings, Inc. 0.35% Add +67.0% 2,390,482 $195.6M
Wellington Management Group LLP 0.04% Reduce -12.3% 2,338,490 $195.2M
Citizens Financial Group Inc. 3.01% Add +1.0% 2,240,962 $187.1M
MAI Capital Management 1.27% Add +7.8% 2,188,260 $182.7M
Matson Money. Inc. 6.30% Reduce -0.0% 2,179,335 $181.9M
CKW Financial Group 20.71% Reduce -0.8% 2,161,672 $180.1M
Moneta Group Investment Advisors LLC 2.13% Add +5.6% 2,139,118 $178.6M
Sanctuary Advisors, LLC 1.09% Add +1.3% 2,104,725 $175.7M
Focus Partners Wealth 0.38% Add +14.9% 2,102,037 $175.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% No change 2,094,000 $174.8M
Quotient Wealth Partners, LLC 5.13% Add +0.9% 2,087,616 $174.3M
Rockefeller Capital Management L.P. 0.38% Add +9.1% 2,063,137 $172.2M
Midland Wealth Advisors, LLC 9.46% Add +0.2% 2,051,244 $171.2M
Balentine LLC 6.62% Add +868.9% 2,036,770 $170.0M
Retirement Investment Advisors, Inc. 15.19% Add +4.1% 2,022,669 $168.9M
Passaic Partners LLC 20.37% Reduce -0.8% 2,017,500 $168.4M
Aptus Capital Advisors, LLC 1.65% Add +3530.6% 1,997,064 $166.7M
Charles Schwab Investment Management Inc. 0.03% Reduce -30.2% 1,961,791 $163.8M
Dixon Mitchell Investment Counsel Inc. 6.35% Add +5.4% 1,957,583 $163.4M
Avidian Wealth Enterprises, LLC 6.52% Add +2.5% 1,919,424 $160.2M
Investure, LLC 12.19% Reduce -5.3% 1,914,445 $159.8M
Connecticut Wealth Management, LLC 7.60% Add +7.7% 1,911,629 $159.6M
First Citizens Bank & Trust Co. 2.84% Reduce -7.8% 1,880,108 $157.0M
Nuveen, LLC 0.04% No change 1,855,233 $154.9M
Halbert Hargrove Global Advisors, LLC 7.91% Reduce -1.3% 1,803,253 $150.5M
Choreo, LLC 2.01% Add +23.4% 1,728,286 $144.3M
First Business Financial Services, Inc. 12.82% Reduce -0.5% 1,703,005 $142.2M
1832 Asset Management L.P. 0.24% Add +70.5% 1,656,119 $138.3M
SCS Capital Management LLC 1.51% Add +2.1% 1,636,232 $136.6M
Alesco Advisors, LLC, An ESL Co 3.85% Reduce -1.5% 1,601,603 $133.7M
Hantz Financial Services, Inc. 2.15% Add +15.2% 1,593,556 $133.0M
National Philanthropic Trust 1.70% Add +4.3% 1,522,617 $127.1M
Neuberger Berman Group LLC 0.10% Add +3.9% 1,516,867 $126.6M
Janney Montgomery Scott LLC 0.33% Add +21.4% 1,489,280 $124.3M
Johnson Financial Group, Inc. 5.52% Reduce -0.5% 1,469,951 $122.7M
Sagespring Wealth Partners, LLC 2.61% Add +3.0% 1,453,725 $121.4M
FORM Wealth Advisors, LLC 14.65% Reduce -9.4% 1,450,162 $121.1M
Natixis Advisors, LLC 0.19% Add +8.2% 1,437,603 $120.0M
First Financial Bank - Trust Division 10.45% Add +1.7% 1,423,835 $118.9M
Mirae Asset Global Investments Co., Ltd. 0.41% Add +21.0% 1,412,753 $117.9M
Captrust Financial Advisors 0.26% Add +1.5% 1,401,091 $117.0M
Facet Wealth, Inc. 2.65% Reduce -3.6% 1,421,700 $116.4M
Bartlett & Co. Wealth Management LLC 1.62% Add +7.9% 1,386,713 $115.8M
Equitable Holdings, Inc. 0.92% Reduce -0.1% 1,336,548 $111.6M
Alaska Permanent Capital Management, LLC 8.62% Add +7.0% 1,332,968 $111.2M
Makena Capital Management LLC 11.05% Reduce -13.9% 1,322,675 $110.3M
Wealthquest Corp 8.64% Reduce -0.3% 1,311,434 $109.5M
Cliftonlarsonallen Wealth Advisors, LLC 1.78% Reduce -11.5% 1,271,801 $106.2M
UMB Bank, n.a. 1.65% Add +2.4% 1,270,197 $106.0M
Truepoint, Inc. 2.64% Reduce -9.4% 1,269,967 $106.0M
Vicus Capital 8.74% Add +2.0% 1,260,429 $105.2M
49 Wealth Management, LLC 11.20% Add +23.9% 1,260,146 $105.2M
Capital Analysts, LLC 3.46% Reduce -8.5% 1,243,140 $103.8M
Ritholtz Wealth Management 2.27% Add +53.0% 1,229,219 $102.6M
SigFig Wealth Management, LLC 3.37% Reduce -1.7% 1,223,169 $101.9M
Comerica Bank 0.39% Add +2.0% 1,211,763 $101.2M
RKL Wealth Management LLC 8.83% Add +4.5% 1,202,947 $100.4M
Meeder Advisory Services, Inc. 5.19% Add +11.2% 1,201,517 $100.3M
Full Sail Capital, LLC 5.75% Reduce -3.4% 1,192,997 $99.6M
Corient Private Wealth LP 0.13% Add +8.6% 1,510,712 $99.0M
HSBC Holdings PLC 0.06% Reduce -1.9% 1,177,610 $98.3M
Global Strategic Investment Solutions, LLC 10.23% Reduce -2.8% 1,146,476 $95.7M
Wedmont Private Capital 4.03% Add +1.0% 1,127,248 $94.5M
Fifth Third Wealth Advisors LLC 3.94% Add +26.3% 1,125,366 $93.9M
Center for Financial Planning, Inc. 10.52% Add +0.7% 1,099,176 $91.8M
Cambridge Investment Research Advisors, Inc. 0.28% Add +14.3% 1,090,461 $91.0M
Parallel Advisors, LLC 1.77% Add +3.5% 1,059,365 $88.4M
First National Trust Co 3.24% Add +8.7% 1,037,408 $86.6M
Regions Financial Corp. 0.60% Reduce -3.6% 1,036,601 $86.5M
NewEdge Advisors, LLC 0.44% Add +11.3% 1,027,383 $85.8M
First Foundation Advisors 3.14% Add +2.1% 1,015,223 $84.8M
Aaron Wealth Advisors LLC 8.66% Reduce -5.1% 1,015,107 $84.7M
First Hawaiian Bank 11.23% Reduce -1.3% 991,542 $82.8M
Financiere des Professionnels - Fonds d'investissement inc. 4.89% Add +7.0% 968,053 $80.8M
Bangor Savings Bank 7.18% Add +1.9% 961,584 $80.3M
Twin Focus Capital Partners, LLC 11.17% Add +5.6% 955,580 $79.8M
New York Life Investment Management LLC 0.71% Reduce -29.1% 908,605 $75.8M
Fragasso Financial Advisors Inc 5.07% Reduce -9.1% 900,124 $75.1M
Venturi Wealth Management, LLC 3.68% Reduce -55.7% 893,202 $74.6M
Janney Capital Management LLC 4.69% Reduce -2.2% 870,937 $72.7M
Graves Light Lenhart Wealth, Inc. 8.61% Add +2.8% 867,010 $72.4M
Arkos Global Advisors 10.01% Add +7.6% 863,907 $72.1M
Gotham Asset Management 0.43% Add +3.1% 861,150 $71.9M
Axiom Investors LLC 0.59% Add +13.6% 857,500 $71.6M
McKinley Carter Wealth Services, Inc. 3.96% Reduce -0.4% 853,785 $71.3M
Partners Capital Investment Group, LLP 2.88% Add +147.4% 852,010 $71.1M
Diversified Trust Co. 1.57% Add +6.3% 846,762 $70.7M
Legacy Edge Advisors, LLC 9.41% Add +11.3% 843,737 $70.4M
Rehmann Capital Advisory Group 4.21% Add +2.8% 831,851 $69.4M
Steward Partners Investment Advisory, LLC 0.54% Add +9.3% 825,972 $69.0M
Callan Family Office, LLC 2.17% Add +8.6% 822,991 $68.7M
Brookstone Capital Management 0.90% Add +2597.9% 821,573 $68.6M
Bailard, Inc. 1.60% Add +3.5% 821,334 $68.6M
Olympus Wealth Management, LLC 22.97% Add +22.6% 819,171 $68.4M
NorthCoast Asset Management LLC 0.29% Add +2.0% 814,673 $68.0M
Nottingham Advisors, Inc. 9.97% Reduce -7.5% 804,730 $67.2M
Wealthspire Advisors, LLC 0.38% Reduce -4.5% 803,032 $67.0M
True Link Financial Advisors, LLC 4.62% Add +3.2% 802,412 $67.0M
OneDigital Investment Advisors LLC 0.73% Reduce -0.5% 792,147 $66.1M
Intrust Bank NA 5.80% Reduce -3.3% 783,784 $65.4M
Constellation Investments, Inc. 3.01% No change 779,498 $65.1M
Aspiriant, LLC 2.05% Add +10.3% 771,658 $64.4M
AMG National Trust Bank 1.69% Add +3.0% 768,291 $64.1M
Wellspring Financial Advisors, LLC 5.66% Add +4.9% 1,265,398 $63.6M
Clearstead Advisors, LLC 0.89% Add +2.7% 760,938 $63.5M
Quadrant Capital Group LLC 2.27% Reduce -21.0% 755,371 $63.1M
Cabot-Wellington, LLC 21.70% Reduce -2.9% 754,560 $63.0M
Lockheed Martin Investment Management Co. 2.29% Reduce -44.5% 751,000 $62.7M
Roth Financial Partners LLC 22.54% Reduce -0.7% 748,859 $62.5M
Klingman & Associates, LLC 3.43% Add +6.7% 745,623 $62.2M
Orgel Wealth Management, LLC 1.47% Reduce -0.5% 730,380 $61.0M
Composition Wealth, LLC 1.02% Add +34.9% 727,675 $60.7M
Colony Family Offices, LLC 15.58% Add +25.2% 721,829 $60.3M
Merit Financial Group, LLC 0.65% Reduce -23.8% 696,657 $58.2M
Southern Farm Bureau Life Insurance 7.31% No change 685,189 $57.1M
Prime Capital Investment Advisors, LLC 0.76% Reduce -18.7% 682,883 $57.0M
Valeo Financial Advisors, LLC 1.40% Add +4.9% 965,567 $56.9M
Kestra Advisory Services, LLC 0.28% Add +5.4% 677,410 $56.6M
Disciplina Capital Management LLC 7.07% Add +20.5% 670,333 $56.0M
Blair William & Co. 0.16% Add +5.7% 670,251 $56.0M
Private Wealth Asset Management, LLC 7.36% Add +4.6% 664,318 $55.5M
Parkside Investments, LLC 7.34% Add +34.8% 646,866 $54.0M
DAVENPORT & Co LLC 0.30% Add +5.9% 643,134 $53.7M
Integrated Wealth Concepts LLC 0.53% Add +2.1% 638,006 $53.3M
Shepherd Financial Partners LLC 5.60% Add +4.5% 635,250 $53.0M
Atria Investments, Inc 0.62% Add +3.6% 624,071 $52.1M
Midwest Trust Co 0.72% — 622,596 $52.0M
Principal Securities, Inc. 0.95% Reduce -10.2% 607,789 $50.7M
Brickley Wealth Management 9.93% Reduce -0.2% 607,723 $50.7M
Rockbridge Investment Management, LCC 5.43% Add +4.9% 606,545 $50.6M
Ledyard National Bank 4.78% Reduce -2.2% 605,754 $50.6M
Texas Capital Bank Wealth Management Services Inc 4.70% Reduce -16.6% 602,486 $50.3M
Manufacturers Life Insurance Company, The 0.05% Reduce -31.2% 600,218 $50.1M
Strategic Investment Advisors / MI 4.73% Add +11.2% 582,368 $48.7M
Revolve Wealth Partners, LLC 6.33% Reduce -1.9% 580,816 $48.5M
BOK Financial Private Wealth, Inc. 3.23% Reduce -2.5% 579,347 $48.4M
Leverty Financial Group, LLC 14.41% Add +10412.5% 578,398 $48.3M
RMR Wealth Builders 4.37% Add +5.5% 576,384 $48.1M
Waddell & Associates, LLC 5.13% Add +1.6% 575,695 $48.1M
Mason Street Advisors, LLC 5.59% Reduce -36.4% 571,900 $47.7M
Ironwood Wealth Management, LLC. 17.41% Reduce -18.7% 571,299 $47.7M
LBMC Investment Advisors, LLC 3.36% Reduce -0.1% 565,130 $47.2M
Parcion Private Wealth LLC 3.36% Add +2.2% 563,275 $47.0M
Cape Cod Five Cents Savings Bank 4.29% No change 600,693 $46.9M
Bank of Hawaii 2.47% No change 560,227 $46.8M
Cambridge Associates LLC /Ma/ 1.03% Reduce -6.5% 558,980 $46.7M
Fusion Family Wealth, LLC 3.94% Add +5.2% 558,726 $46.6M
Catalyst Financial Partners LLC 5.07% Add +6.8% 556,200 $46.4M
Brown Advisory Inc. 0.06% Add +31.4% 555,128 $46.3M
Bleakley Financial Group, LLC 1.16% Add +537.3% 548,516 $45.8M
Mackenzie Financial Corp. 0.06% Add +165.7% 545,449 $45.5M
Citigroup Inc. 0.03% Reduce -11.4% 544,337 $45.4M
Orion Porfolio Solutions, LLC 0.39% Add +12.6% 542,767 $45.3M
Wescott Financial Advisory Group, LLC 4.23% Reduce -0.8% 529,251 $44.2M
AE Wealth Management LLC 0.32% Add +10.9% 527,246 $44.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.23% Add +38.7% 519,410 $43.4M
Jordan Park Group LLC 2.81% Add +1.5% 518,906 $43.3M
Galvin, Gaustad & Stein, LLC 3.76% Add +6.9% 515,574 $43.0M
Crewe Advisors LLC 6.03% Reduce -0.4% 510,399 $42.6M
SVB Wealth LLC 2.26% Reduce -31.6% 504,233 $42.1M
Conrad Siegel Investment Advisors, Inc. 9.41% Add +0.2% 502,711 $42.0M
BLB&B Advisors, LLC 1.96% Add +6.6% 501,568 $41.9M
Valley Forge Investment Consultants Inc. Adv 13.39% Reduce -0.7% 500,448 $41.8M
Whittier Trust Co. of Nevada Inc. 0.95% Add +2.9% 499,520 $41.7M
Northwest Quadrant Wealth Management, LLC 9.17% Add +1.4% 492,461 $41.1M
Beacon Pointe Advisors, LLC 0.43% Add +1.7% 492,429 $41.1M
Coldstream Capital Management Inc. 0.66% Add +9.0% 485,806 $40.6M
Hancock Whitney Corp. 0.76% Add +5.8% 476,796 $39.8M
Cutler Investment Counsel LLC 4.42% Add +2.1% 476,131 $39.7M
Pacific Capital Wealth Advisors, Inc. 7.26% Reduce -16.5% 479,014 $39.6M
Stash Investments, LLC 18.23% Add +3.7% 460,224 $38.4M
Strategies Wealth Advisors, LLC 4.20% Reduce -5.9% 459,996 $38.4M
Pathstone Holdings, LLC 0.15% Add +9.6% 477,103 $38.3M
American Century Companies Inc. 0.02% Add +46.0% 457,800 $38.2M
MCF Advisors LLC 2.52% Add +5.1% 457,177 $38.2M
Global Wealth Strategies & Associates 10.91% Reduce -2.0% 456,535 $38.1M
Summit Financial, LLC 0.86% Add +41.8% 454,759 $38.0M
Heck Capital Advisors, LLC 3.19% Add +8.9% 444,834 $37.1M
Probity Advisors, Inc. 6.52% Reduce -0.1% 444,717 $37.1M
Alaska Wealth Advisors, LLC 5.31% Reduce -1.8% 443,764 $37.0M
Turtle Creek Wealth Advisors, LLC 4.37% Add +5.9% 443,614 $37.0M
Whittier Trust Co. 0.44% Add +4.3% 436,040 $36.4M
Curi Capital, LLC 0.69% Add +76.2% 433,613 $36.2M
Acropolis Investment Management, LLC 1.97% Add +1.5% 430,338 $35.9M
Cwm, LLC 0.13% Add +8.6% 430,314 $35.9M
Crestwood Advisors Group, LLC 0.64% Add +1.3% 424,788 $35.5M
Sterling Investment Advisors LLC 18.43% Reduce -4.0% 424,089 $35.4M
Private Advisor Group, LLC 0.19% Add +35.3% 420,535 $35.1M
Condor Capital Management 3.04% Add +0.1% 419,621 $35.0M
World Investment Advisors 0.78% Add +4.6% 413,047 $34.5M
New England Asset Management Inc. 5.59% Add +15.2% 412,655 $34.4M
Cranbrook Wealth Management, LLC 7.30% Reduce -2.4% 409,595 $34.2M
Acadian Asset Management LLC 0.07% Reduce -20.6% 404,491 $33.8M
Concurrent Investment Advisors, LLC 0.65% Add +15.8% 400,763 $33.5M
Smith & Howard Wealth Management, LLC 8.47% Add +2.5% 399,839 $33.4M
Old National Bancorp 0.59% Add +46.6% 398,183 $33.2M
Park Avenue Securities LLC 0.30% Add +32.1% 389,575 $32.5M
Kestra Private Wealth Services, LLC 0.46% Add +7.7% 384,309 $32.1M
Ritter Daniher Financial Advisory LLC / DE 7.80% Reduce -1.6% 380,470 $31.8M
Archford Capital Strategies, LLC 4.02% Add +0.5% 377,011 $31.5M
Simon Quick Advisors, LLC 1.59% Add +257.2% 375,937 $31.4M
iA Global Asset Management Inc. 0.47% Reduce -24.7% 375,802 $31.4M
Tarbox Family Office, Inc. 4.70% Reduce -1.2% 374,616 $31.3M
CFO4Life Group, LLC 4.88% Add +12.1% 373,990 $31.2M
Ironsides Asset Advisors, LLC 8.98% Add +0.3% 370,808 $31.0M
MassMutual Private Wealth & Trust, FSB 0.82% Add +4.8% 369,596 $30.9M
Empire Life Investments Inc. 1.94% Reduce -4.9% 366,417 $30.6M
Commerce Bank 0.18% Add +29.5% 365,626 $30.5M
Stratos Wealth Partners, LTD. 0.42% Reduce -2.4% 364,750 $30.4M
Resonant Capital Advisors, LLC 1.94% Add +4.0% 363,436 $30.3M
Robertson Stephens Wealth Management, LLC 1.05% Add +26.9% 362,679 $30.2M
University of Massachusetts Foundation, Inc. 15.11% No change 359,506 $30.0M
Farther Finance Advisors, LLC 0.60% Add +14.5% 358,276 $29.9M
Mesirow Financial Investment Management, Inc. 0.58% Add +7.7% 358,193 $29.9M
Beacon Bank & Trust 6.75% Add +1.7% 354,248 $29.6M
Bull Oak Capital, LLC 13.47% Add +1.2% 354,110 $29.6M
Opus Capital Group, LLC 3.53% Reduce -0.1% 353,472 $29.5M
Montis Financial, LLC 8.19% Reduce -0.7% 352,924 $29.5M
Bare Financial Services, Inc 9.91% Add +9.0% 351,813 $29.4M
Great Lakes Advisors, LLC 0.25% Add +1.4% 351,770 $29.4M
JSF Financial, LLC 6.85% Add +17.4% 345,055 $28.8M
Long Run Wealth Advisors, LLC 6.00% Add +3.4% 342,690 $28.6M
Marion Wealth Management 7.16% Add +0.9% 342,664 $28.6M
Shoker Investment Counsel, Inc. 8.95% Add +5.4% 341,944 $28.5M
Allen Investment Management, LLC 0.31% No change 340,959 $28.5M
Dynamic Advisor Solutions LLC 0.88% Add +2.5% 340,431 $28.4M
Brandywine Oak Private Wealth LLC 2.61% Reduce -2.3% 337,031 $28.1M
Community Bank, N.A. 3.68% Reduce -11.9% 335,159 $28.0M
Global Retirement Partners, LLC 0.69% — 331,532 $27.7M
JFS Wealth Advisors, LLC 1.72% Add +2.6% 324,150 $27.1M
Financial Engines Advisors L.L.C. 0.05% Reduce -12.5% 323,646 $27.0M
Tull Financial Group, Inc. 12.14% Add +5.7% 319,597 $26.7M
Portland Global Advisors LLC 3.13% Add +4.0% 318,081 $26.6M
Gallagher Fiduciary Advisors, LLC 1.03% Reduce -1.2% 317,587 $26.5M
Dean, Jacobson Financial Services, LLC 20.31% Reduce -5.0% 314,601 $26.3M
Apella Capital, LLC 0.71% Add +20.8% 317,608 $26.2M
RPTC Inc. 4.58% Reduce -1.9% 312,057 $26.1M
Grove Bank & Trust 3.22% Add +55.3% 309,195 $25.8M
New Perspectives, Inc 12.63% Add +1.8% 305,854 $25.5M
GHP Investment Advisors, Inc. 1.12% Add +2.5% 302,859 $25.3M
Wela Strategies, Inc. 9.92% Add +0.7% 300,993 $25.1M
MBL Wealth, LLC 2.40% Add +2.0% 300,755 $25.1M
Financial Advocates Investment Management 2.04% New 299,399 $25.0M
Thrivent Financial for Lutherans 0.06% Reduce -34.9% 298,476 $24.9M
Fort Point Capital Partners LLC 2.50% Add +6.9% 298,249 $24.9M
Neumann Capital Management, LLC 7.75% Reduce -0.2% 295,280 $24.6M
DT Investment Partners, LLC 2.21% Add +82.9% 294,919 $24.6M
Twele Capital Management, Inc. 4.84% Reduce -2.2% 292,510 $24.4M
CW Advisors, LLC 0.23% Add +1.8% 288,092 $24.1M
Spire Wealth Management 0.86% Reduce -16.3% 295,411 $23.9M
West Financial Advisors, LLC 4.15% Add +3.0% 285,430 $23.8M
WASHINGTON TRUST Co 0.84% Add +2.4% 284,563 $23.8M
Great Diamond Partners, LLC 5.00% Add +1.1% 283,384 $23.7M
Sovereign Investment Advisors, LLC 6.49% Add +21.8% 282,500 $23.6M
Rational Advisors, Inc. 2.44% Add +52.7% 281,232 $23.5M
Martel Wealth Advisors LLC 4.33% Reduce -4.8% 280,052 $23.4M
Trek Financial, LLC 1.56% Reduce -39.0% 279,391 $23.3M
Broadview Financial Management, LLC 15.83% Add +3.8% 279,212 $23.3M
Iowa State Bank 4.60% Reduce -2.3% 276,697 $23.1M
Pine Ridge Advisers LLC 1.47% No change 275,902 $23.0M
Atlantic Edge Private Wealth Management, LLC 6.29% Reduce -0.0% 274,350 $22.9M
Venture Visionary Partners LLC 0.86% Reduce -0.0% 273,898 $22.9M
Bishop & Co Investment Management, LLC 8.20% Reduce -11.0% 273,399 $22.8M
Toronto Dominion Bank 0.05% Add +1.4% 271,091 $22.7M
Courier Capital LLC 1.37% Add +12.3% 271,050 $22.6M
Affiance Financial, LLC 4.57% Add +9.0% 269,604 $22.5M
Abundance Wealth Counselors 4.18% Reduce -4.0% 269,624 $22.3M
Foster Dykema Cabot & Partners, LLC 1.56% Reduce -1.6% 265,494 $22.2M
S. R. Schill & Associates 16.19% Add +10.1% 263,196 $22.0M
Waterloo Capital, L.P. 1.76% Add +12.8% 261,494 $21.8M
MIdWestOne Financial Group, Inc. 2.82% Add +10.9% 260,198 $21.7M
Waterway Wealth Management, LLC 6.52% Add +1756.8% 258,139 $21.5M
Encompass Wealth Advisors, LLC 7.89% Add +4.2% 257,837 $21.5M
Towercrest Capital Management 3.82% Add +1.0% 256,688 $21.4M
First National Bank & Trust Co. of Newtown 4.29% Add +0.2% 256,439 $21.4M
NorthLanding Financial Partners, LLC 18.76% Add +1.2% 253,811 $21.2M
Strategic Investment Management, LLC 11.35% Reduce -14.6% 253,710 $21.2M
Sigma Investment Counselors Inc. 1.16% Add +2.0% 253,563 $21.2M
Geneos Wealth Management Inc. 0.52% Add +9.5% 253,487 $21.2M
MTC Wealth Management LLC 10.16% Reduce -2.5% 253,195 $21.1M
EP Wealth Advisors, LLC 0.14% Add +125.5% 251,779 $21.0M
Freedom Investment Management, Inc. 1.67% Add +6.0% 251,018 $21.0M
Waverly Advisors, LLC 0.23% Add +35.0% 250,124 $20.9M
NewEdge Wealth, LLC 0.32% Add +81.5% 245,498 $20.6M
O'Dell Group, LLC 5.13% Add +2.7% 246,367 $20.6M
Zacks Investment Management 0.18% Reduce -4.5% 245,250 $20.5M
Hudson Capital Management LLC 5.99% Reduce -4.2% 244,827 $20.4M
Lazard Asset Management LLC 0.03% Reduce -0.3% 242,287 $20.2M
Integrated Advisors Network LLC 0.91% Add +1.1% 241,194 $20.1M
Larson Financial Group LLC 0.81% Reduce -49.1% 240,785 $20.1M
West Paces Advisors Inc. 4.26% Reduce -8.2% 239,927 $20.0M
Wealth Architects, LLC 2.03% Add +4.5% 239,042 $20.0M
First Citizens Asset Management, Inc. 7.07% Reduce -1.9% 238,776 $19.9M
Beacon Harbor Wealth Advisors, Inc. 4.93% Reduce -10.0% 236,696 $19.8M
Gladstone Institutional Advisory LLC 0.82% Add +20.6% 236,391 $19.7M
Stephens Consulting, LLC 4.69% Reduce -18.5% 235,193 $19.6M
Mycio Wealth Partners, LLC 4.53% Reduce -1.7% 235,020 $19.6M
Guidance Point Advisors, LLC 5.15% Add +0.7% 231,992 $19.4M
Highland Capital Management, LLC 1.05% Reduce -0.1% 231,822 $19.4M
IFG Advisory, LLC 0.97% Add +10.7% 231,645 $19.3M
Arvest Bank Trust Division 1.12% Reduce -7.2% 230,262 $19.2M
Evergreen Capital Management LLC 0.58% Add +34.9% 229,935 $19.2M
Ieq Capital, LLC 0.12% Add +9.8% 228,977 $19.1M
Lido Advisors, LLC 0.10% Add +50.3% 228,126 $19.0M
Texas Yale Capital Corp. 0.62% Add +0.3% 228,051 $19.0M
VestGen Advisors, LLC 0.76% Add +8.9% 229,304 $19.0M
Ullmann Wealth Partners Group, LLC 2.23% Add +14.7% 225,778 $18.8M
Apollon Wealth Management, LLC 0.37% Reduce -8.6% 225,085 $18.8M
Sowell Financial Services LLC 0.77% Add +4.6% 225,067 $18.8M
Strategic Point Investment Advisors, LLC 2.89% Reduce -0.9% 224,766 $18.8M
LCNB Corp. 6.60% Reduce -0.5% 224,572 $18.7M
Associated Banc-Corp 0.53% Add +7.4% 224,499 $18.7M
Conservest Capital Advisors, Inc. 1.85% Add +3.6% 224,378 $18.7M
Shelter Ins Retirement Plan 21.92% No change 224,262 $18.7M
Riversedge Advisors, LLC 3.65% Reduce -15.4% 223,604 $18.7M
AlphaCore Capital LLC 0.71% Add +21.9% 222,250 $18.6M
KMG Fiduciary Partners, LLC 1.37% Add +1.6% 222,233 $18.6M
Argent Advisors, Inc. 5.74% Add +1.0% 222,039 $18.5M
Northwestern Mutual Investment Management Company, LLC 0.28% Reduce -34.1% 221,238 $18.5M
McAdam, LLC 1.00% Add +39.3% 218,188 $18.2M
WBH Advisory Inc. 1.55% Add +7.0% 217,610 $18.2M
Salus Financial Advisors, LLC 12.19% Add +861.6% 217,300 $18.1M
Rogco, LP 6.82% Reduce -1.5% 216,902 $18.1M
Synovus Financial Corp. 0.22% Add +12.1% 215,110 $18.0M
Atria Wealth Solutions, Inc. 0.40% Reduce -42.4% 212,827 $17.8M
Lincoln Capital Corp. 6.77% Add +2.2% 210,799 $17.6M
Marietta Wealth Management, LLC 2.27% Add +1.5% 208,321 $17.4M
Main Management LLC 1.37% Add +2.5% 208,203 $17.4M
Bahl & Gaynor LLC 0.09% Reduce -0.6% 207,657 $17.3M
Rialto Wealth Management, LLC 4.82% Add +9.6% 206,743 $17.3M
Core Wealth Advisors, Inc. 4.95% Add +0.2% 206,376 $17.2M
CI Investments Inc. 0.06% Add +13.1% 206,334 $17.2M
Peapack Gladstone Financial Corp. 0.24% Reduce -4.3% 206,180 $17.2M
Coastline Trust Co 1.97% Add +47.4% 205,766 $17.2M
Symphony Financial, Ltd. Co. 2.24% Add +16.7% 185,970 $17.1M
Money Concepts Capital Corp. 1.14% Add +21.9% 204,601 $17.1M
Ancora Advisors LLC 0.36% Add +8.0% 204,474 $17.1M
Perigon Wealth Management, LLC 0.40% Add +5.3% 203,717 $17.0M
Single Point Partners, LLC 3.70% Add +1.9% 202,884 $16.9M
Crescent Grove Advisors, LLC 1.63% Add +0.1% 201,256 $16.8M
Liquid Strategies, LLC 3.66% Add +23.0% 200,592 $16.7M
Better Money Decisions, LLC 10.17% Add +2.4% 200,431 $16.7M
Lowe Brockenbrough & Co. Inc. 0.93% Reduce -2.7% 199,087 $16.6M
Exencial Wealth Advisors, LLC 0.58% Reduce -4.4% 198,002 $16.5M
Astra Wealth Partners LLC 13.25% Add +12.8% 196,764 $16.4M
Victory Capital Management Inc. 0.01% Reduce -40.7% 194,079 $16.2M
Savant Capital, LLC 0.12% Add +2.1% 193,747 $16.2M
Custos Family Office, LLC 5.15% Add +2.2% 193,433 $16.1M
Morris Financial Concepts, Inc. 6.36% Add +0.3% 192,053 $16.0M
IFS Advisors, LLC 12.06% Add +50268.3% 190,896 $15.9M
Forvis Mazars Wealth Advisors, LLC 0.34% Reduce -1.6% 190,099 $15.9M
PDS Planning, Inc 1.18% Add +0.1% 189,954 $15.9M
Ashton Thomas Private Wealth, LLC 0.56% Add +25.9% 189,903 $15.9M
Fairway Wealth LLC 5.05% Add +235.8% 610,255 $15.8M
AQR Capital Management 0.01% Add +108.0% 188,066 $15.7M
Webster Bank, N. A. 1.61% Add +2.6% 186,253 $15.5M
Integrated Investment Consultants, LLC 3.05% Add +5.8% 186,076 $15.5M
Becker Capital Management Inc. 0.48% Add +5.4% 185,444 $15.5M
Sage Rhino Capital LLC 3.27% Add +8.1% 185,390 $15.5M
LPWM LLC 4.50% Reduce -4.4% 184,640 $15.4M
Trajan Wealth LLC 0.75% Reduce -8.2% 183,908 $15.4M
Global Wealth Management Investment Advisory, Inc. 2.88% Add +9.6% 183,782 $15.3M
Per Stirling Capital Management, LLC. 1.99% Add +10.9% 182,909 $15.3M
Sage Advisory Services, Ltd.Co. 8.26% Reduce -3.6% 181,656 $15.2M
CX Institutional 0.53% Reduce -87.9% 181,014 $15.1M
SkyOak Wealth, LLC 3.01% Add +5.7% 179,455 $15.0M
Caliber Wealth Management, LLC / KS 1.60% Add +6.6% 178,625 $14.9M
Family Capital Trust Co 5.15% Reduce -1.4% 178,148 $14.9M
SageView Advisory Group, LLC 0.56% Reduce -4.6% 178,099 $14.9M
Strategic Equity Management 5.45% Add +5708.2% 177,498 $14.8M
Randall & Associates Wealth Management 11.37% Reduce -5.3% 177,173 $14.8M
Piedmont Capital Management, LLC 8.53% Reduce -0.3% 176,647 $14.7M
Wick Capital Partners, LLC 3.83% Reduce -96.7% 4,878 $14.7M
Aspect Partners, LLC 7.26% Add +66.2% 176,342 $14.7M
Marquette Associates, Inc. 14.37% Reduce -1.4% 175,490 $14.6M
Guidance Capital, Inc. 4.13% Reduce -2.7% 177,155 $14.5M
Dohj, LLC 4.18% Reduce -15.4% 187,450 $14.4M
WCG Wealth Advisors LLC 0.93% Add +872.5% 172,176 $14.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +11.4% 171,086 $14.3M
Proathlete Wealth Management LLC 4.53% Add +1.3% 170,579 $14.2M
Octavia Wealth Advisors, LLC 1.61% Reduce -2.1% 169,677 $14.2M
Advisory Services Network, LLC 0.23% Add +8.3% 171,895 $14.1M
Stephens Group Asset Management, LLC 1.01% Add +4.9% 167,594 $14.0M
ERn Financial, LLC 2.94% Add +0.6% 167,052 $13.9M
Topel & Distasi Wealth Management, LLC 7.30% Reduce -7.4% 166,719 $13.9M
James J. Burns & Company, LLC 2.27% Add +1.0% 166,413 $13.9M
Ascent Group, LLC 0.54% Reduce -2.4% 165,104 $13.8M
Royal Harbor Partners, LLC 5.03% Add +87.3% 164,889 $13.8M
Glenmede Investment Management, LP 0.07% — 164,680 $13.7M
Texas Capital Bancshares Inc 4.96% Reduce -1.9% 164,187 $13.7M
Tortoise Investment Management, LLC 1.30% Reduce -2.8% 163,616 $13.7M
Avid Wealth Partners LLC 7.79% Add +45.1% 162,997 $13.6M
IFP Advisors, Inc 0.38% Add +19.0% 161,692 $13.5M
Shelter Mutual Insurance Co 3.11% No change 160,575 $13.4M
Southern Capital Advisors, LLC 6.85% Add +1.6% 160,517 $13.4M
Scotia Capital Inc. 0.06% Add +0.7% 158,579 $13.2M
First Merchants Corp. 0.51% Add +4.8% 157,682 $13.2M
Harbour Capital Advisors, LLC 2.75% Add +0.2% 156,169 $13.0M
Winthrop Capital Management, LLC 3.29% Reduce -5.2% 155,863 $13.0M
Petix & Botte Co 3.18% Add +9.1% 155,285 $13.0M
Northcape Wealth Management, LLC 3.95% Add +0.6% 155,072 $12.9M
Riverview Trust Co 16.17% Reduce -0.8% 154,809 $12.9M
Anderson Hoagland & Co. 1.23% Add +16.3% 154,303 $12.9M
Carbahal Olsen Financial Services Group, LLC 10.95% Add +0.2% 153,858 $12.8M
Highline Wealth Partners LLC 3.80% Add +17.5% 153,764 $12.8M
Nova R Wealth, Inc. 5.95% Add +12.4% 153,307 $12.8M
O'shaughnessy Asset Management, LLC 0.09% Add +25.1% 152,663 $12.7M
Koesten, Hirschmann & Crabtree, INC. 6.58% Reduce -5.5% 152,347 $12.7M
Omnia Family Wealth, LLC 4.59% Reduce -0.1% 151,899 $12.7M
First Horizon Advisors, Inc. 0.33% Reduce -0.5% 150,806 $12.6M
Armbruster Capital Management, Inc. 2.27% Add +2.6% 150,396 $12.6M
Motive Wealth Advisors 5.71% Reduce -1.2% 150,324 $12.5M
Nepc LLC 0.32% Add +15.6% 149,536 $12.5M
HB Wealth Management, LLC 0.10% Add +11.3% 149,134 $12.4M
Heritage Investors Management Corp. 0.39% Reduce -1.6% 148,130 $12.4M
Matrix Private Capital Group LLC 7.23% Add +0.2% 147,306 $12.3M
Tectonic Advisors LLC 0.71% Add +6.8% 147,136 $12.3M
Parr McKnight Wealth Management Group, LLC 1.68% Reduce -13.6% 146,312 $12.2M
Adaptive Financial Consulting, LLC 5.09% Reduce -1.3% 146,056 $12.2M
Veery Capital, LLC 4.18% Add +0.1% 145,592 $12.2M
Summit Trail Advisors, LLC 0.21% Add +25.9% 145,427 $12.1M
Physician Wealth Advisors, Inc. 1.90% Reduce -2.5% 144,985 $12.1M
Summit Wealth Partners, LLC 2.29% Reduce -0.8% 143,895 $12.0M
Sequoia Financial Advisors, LLC 0.08% Add +5.9% 142,157 $11.9M
BSW Wealth Partners 1.61% Reduce -17.1% 140,368 $11.7M
Axxcess Wealth Management, LLC 0.28% Add +42.0% 139,759 $11.7M
Columbia Bank 3.50% Add +39.6% 137,979 $11.5M
Founders Financial Securities LLC 0.87% Reduce -9.8% 137,519 $11.5M
VAUGHAN & Co SECURITIES, INC. 6.52% Add +8.4% 136,221 $11.4M
Invesco Ltd. 0.00% Reduce -19.0% 135,766 $11.3M
South Plains Financial, Inc. 7.93% Reduce -2.0% 135,067 $11.3M
Rwa Wealth Partners, LLC 0.14% Reduce -4.0% 134,935 $11.3M
Deane Retirement Strategies, Inc. 4.99% Add +1.7% 133,497 $11.1M
Arbor Investment Advisors, LLC 1.43% Reduce -0.2% 133,421 $11.1M
Tiemann Investment Advisors, LLC 4.56% Add +0.6% 133,324 $11.1M
Horizon Investments, LLC 0.18% Reduce -37.7% 133,144 $11.1M
Foundry Financial Group, Inc. 6.31% Add +5.7% 132,795 $11.1M
SummitTX Capital, L.P. 0.48% New 130,200 $10.9M
SPC Financial, Inc. 0.91% Reduce -84.3% 129,816 $10.8M
Brooklyn FI, LLC 2.77% Add +95.6% 129,362 $10.8M
Rossmore Private Capital 1.26% Add +4.3% 129,027 $10.8M
Federation des caisses Desjardins du Quebec 0.05% Add +2.8% 128,511 $10.7M
Hardy Reed LLC 0.84% Reduce -0.1% 125,827 $10.5M
Independent Solutions Wealth Management, LLC 2.04% Reduce -0.5% 125,410 $10.5M
Life Planning Partners, Inc 8.32% Add +2.8% 125,172 $10.4M
Plancorp, LLC 0.36% Add +22.5% 124,900 $10.4M
Regal Investment Advisors LLC 0.78% Add +10.3% 124,634 $10.4M
Silverleafe Capital Partners, LLC 3.59% New 123,248 $10.3M
Omega Financial Group, LLC 3.67% Add +0.5% 122,014 $10.2M
Canopy Partners, LLC 3.73% Reduce -0.4% 121,675 $10.2M
Private Client Services, LLC 3.96% Add +40.4% 121,661 $10.2M
Acorn Creek Capital LLC 4.21% Add +12.6% 121,352 $10.1M
Pathway Financial Advisors LLC 1.48% Add +274.9% 120,964 $10.1M
Birchcreek Wealth Management, LLC 5.70% Add +11.1% 120,609 $10.1M
10Elms LLP 11.12% Add +1.5% 120,099 $10.0M
Montz Harcus Wealth Management LLC 4.84% Add +2.0% 120,085 $10.0M
Stokes Family Office, LLC 1.05% Add +1.7% 120,034 $10.0M
Rovin Capital /Ut/ 3.03% Add +3.6% 119,978 $10.0M
Arrowstreet Capital, Limited Partnership 0.01% Add +2.6% 119,791 $10.0M
SC&H Financial Advisors, Inc. 1.71% Add +1.2% 119,762 $10.0M
Sigma Planning Corp 0.30% Add +1.0% 119,642 $10.0M
Waycross Investment Management Co 10.35% Add +295.9% 119,138 $9.9M
Conning Inc. 0.36% No change 118,845 $9.9M
Tanager Wealth Management LLP 1.17% Reduce -0.3% 118,731 $9.9M
Earned Wealth Advisors, LLC 1.93% Add +33.5% 117,990 $9.8M
Wells Trecaso Financial Group, LLC 3.04% Add +4.6% 117,924 $9.8M
ArchPoint Investors 2.89% No change 117,752 $9.8M
Fiducient Advisors LLC 1.20% Add +91.1% 117,307 $9.8M
Cordgrass Capital Advisors, LLC 2.63% Add +1.6% 116,623 $9.7M
Country Club Bank 0.61% Add +2.7% 116,675 $9.7M
Next Capital Management LLC 3.59% Add +11.4% 116,335 $9.7M
Westside Investment Management, Inc. 1.79% Reduce -0.0% 115,561 $9.6M
Sawgrass Asset Management LLC 1.09% Reduce -0.6% 115,322 $9.6M
Defined Wealth Management, LLC 5.95% Add +0.1% 115,263 $9.6M
Evernest Financial Advisors, LLC 3.09% Add +3.7% 114,286 $9.5M
Atlas Legacy Advisors, LLC 2.10% Add +11.8% 114,091 $9.5M
SouthState Bank Corp 0.42% Reduce -10.4% 113,999 $9.5M
J.W. Cole Advisors, Inc. 0.20% Add +22.9% 113,716 $9.5M
Cornerstone Advisory, LLC 1.02% Add +2.0% 113,701 $9.5M
Mather Group, Llc. 0.10% Reduce -0.4% 113,636 $9.5M
YHB Investment Advisors, Inc. 0.73% Add +21.2% 113,237 $9.5M
Precision Wealth Strategies, LLC 3.05% Add +2973.3% 112,696 $9.4M
Smith Salley Wealth Management 0.54% Add +0.9% 112,656 $9.4M
FDx Advisors, Inc. 2.87% Reduce -2.3% 112,535 $9.4M
SlateStone Wealth, LLC 0.88% Add +10.9% 112,448 $9.4M
Helium Advisors LLC 5.94% Add +4.9% 112,436 $9.4M
Patriot Investment Management Group, Inc. 0.65% Add +1.0% 112,384 $9.4M
Scarborough Advisors, LLC 1.85% Add +21.0% 111,877 $9.3M
Snowden Capital Advisors LLC 0.28% Add +1.1% 111,713 $9.3M
Richard W. Paul & Associates, LLC 3.37% Reduce -1.2% 111,637 $9.3M
Abound Wealth Management 2.63% Add +10.4% 111,469 $9.3M
Fidelis Capital Partners, LLC 0.85% Reduce -0.8% 111,300 $9.3M
SYM FINANCIAL Corp 1.04% No change 110,892 $9.3M
Modern Wealth Management, LLC 0.22% Add +6.1% 109,018 $9.1M
Wealthstream Advisors, Inc. 1.51% Reduce -1.5% 108,680 $9.1M
Widmann Financial Services, Inc. 6.31% Add +2.0% 108,406 $9.0M
Freestone Capital Holdings, LLC 0.31% Reduce -34.9% 108,122 $9.0M
Beirne Wealth Consulting Services, LLC 2.92% Add +87.9% 107,898 $9.0M
Mechanics Financial Corp 3.83% Add +4.2% 107,857 $9.0M
Chicago Partners Investment Group LLC 0.26% Reduce -3.7% 105,237 $9.0M
Jackson Hole Capital Partners, LLC 1.65% Add +2.5% 107,563 $9.0M
Enclave Advisors LLC 1.45% Add +24.8% 107,313 $9.0M
Flywheel Private Wealth LLC 7.19% Add +7.6% 107,297 $9.0M
Cim Investment Management Inc. 1.70% Reduce -51.3% 106,727 $8.9M
Providence Capital Advisors, LLC 1.63% Add +5.1% 106,578 $8.9M
GoalVest Advisory LLC 2.20% Add +12.9% 106,398 $8.9M
Urban Financial Advisory Corp 4.45% Add +5.0% 106,030 $8.9M
Central Pacific Bank - Trust Division 1.17% Reduce -0.7% 105,516 $8.8M
Calamos Wealth Management LLC 0.38% Add +11.3% 105,405 $8.8M
Aspen Wealth Strategies, LLC 5.30% Add +5.8% 105,245 $8.8M
Continuum Advisory, LLC 1.05% Add +1.7% 104,977 $8.8M
Alliance Wealth Management Group 2.23% Add +0.0% 104,873 $8.8M
Instrumental Wealth, LLC 6.94% Add +2.3% 106,196 $8.7M
Cypress Financial Planning LLC 2.82% Reduce -1.0% 102,831 $8.6M
Waldron Private Wealth LLC 0.37% Add +0.8% 102,234 $8.5M
Penney Financial, LLC 4.33% Add +5.7% 102,057 $8.5M
Element Pointe Advisors, LLC 2.06% Reduce -0.0% 101,975 $8.5M
State of Tennessee, Department of Treasury 0.03% No change 100,863 $8.4M
Meridian Wealth Management, LLC 0.36% Add +111.9% 100,585 $8.4M
D.A. Davidson & Co. 0.06% Reduce -8.2% 99,584 $8.3M
Horizon Bancorp Inc. 4.15% Reduce -3.8% 98,834 $8.3M
Rock Creek Group LLC 0.96% Reduce -17.3% 113,799 $8.2M
Red Tortoise LLC 3.99% Add +1.5% 97,890 $8.2M
Smithbridge Asset Management Inc. 1.43% Add +7.0% 97,851 $8.2M
Interchange Capital Partners, LLC 1.88% Reduce -6.1% 97,238 $8.1M
Graypoint LLC 0.46% Add +3.4% 97,038 $8.1M
TCV Trust & Wealth Management, Inc. 0.71% Reduce -0.1% 97,004 $8.1M
May Hill Capital, LLC 2.65% Add +17.4% 96,591 $8.1M
Nations Financial Group Inc, /Ia/ 0.55% Add +3.6% 95,735 $8.0M
Emerald Advisors, LLC 1.02% Reduce -4.9% 95,240 $8.0M
Pinion Investment Advisors, LLC 2.73% Reduce -36.6% 94,886 $7.9M
Rodgers & Associates, LTD 0.87% Reduce -0.1% 94,874 $7.9M
Affinity Capital Advisors, LLC 1.35% Reduce -1.1% 93,935 $7.8M
Planned Solutions, Inc. 2.99% Add +3.4% 93,237 $7.8M
Moneywise, Inc. 3.62% New 92,555 $7.7M
Consilio Wealth Advisors, LLC 2.71% New 91,226 $7.6M
Camelot Technology Advisors, Inc. 6.53% Add +5.1% 90,565 $7.6M
Vigilare Wealth Management 2.82% New 90,164 $7.5M
Agf Management Ltd. 0.03% Add +3.0% 89,346 $7.5M
Hickory Point Bank & Trust 6.01% Add +0.4% 89,165 $7.4M
Aspen Investment Management Inc 3.12% Add +16.4% 88,969 $7.4M
Accurate Wealth Management, LLC 1.13% Add +14.8% 88,185 $7.4M
Bessemer Group Inc. 0.01% Add +7.0% 88,428 $7.4M
Silvercrest Asset Management Group LLC 0.05% Add +140.2% 88,377 $7.4M
Certified Advisory Corp 0.77% Add +15.9% 88,338 $7.4M
Susquehanna International Group, LLP 0.01% Reduce -95.8% 87,375 $7.3M
NBT Bank, N.A. 0.50% Reduce -2.5% 86,420 $7.2M
Daner Wealth Management, LLC 4.97% — 84,534 $7.2M
Avion Wealth 1.64% Reduce -4.7% 85,956 $7.2M
Compound Planning, Inc. 0.27% Add +133.5% 85,911 $7.2M
Oakwell Private Wealth Management, LLC 1.65% Reduce -0.1% 85,850 $7.2M
Laurel Wealth Advisors LLC 1.07% Add +10.6% 85,723 $7.2M
Charles Schwab Trust Co 0.54% Reduce -4.9% 85,641 $7.1M
B. Riley Wealth Advisors, Inc. 0.35% Reduce -32.9% 85,529 $7.1M
Wealth Dimensions Group, Ltd. 1.56% Add +0.7% 85,046 $7.1M
Commonwealth Financial Services, LLC 1.36% New 84,543 $7.1M
Louisbourg Investments Inc. 1.66% Add +4.1% 84,484 $7.1M
Swmg, LLC 2.36% Add +4.5% 83,994 $7.0M
IHT Wealth Management, LLC 0.19% Add +15.5% 83,665 $7.0M
Asset Dedication, LLC 0.51% Add +0.1% 83,367 $7.0M
Relyea Zuckerberg Hanson LLC 0.81% Add +0.6% 82,985 $6.9M
Insight 2811, Inc. 3.28% Add +1.6% 82,878 $6.9M
Nwam LLC 0.40% Add +4.1% 83,753 $6.9M
Paladin Advisory Group, LLC 5.16% Add +1.9% 80,876 $6.8M
Sunbelt Securities, Inc. 0.60% Reduce -0.8% 95,932 $6.7M
King Wealth Management Group 0.91% Add +2.0% 80,513 $6.7M
Bradley Foster & Sargent Inc. 0.10% Add +559.9% 80,198 $6.7M
Mayflower Financial Advisors, LLC 0.93% Reduce -1.2% 80,023 $6.7M
Florida Trust Wealth Management Co 0.20% Add +41.4% 79,481 $6.6M
BG Investment Services, LLC 8.27% Reduce -26.4% 77,873 $6.6M
Leuthold Group, LLC 0.79% Add +5.4% 78,957 $6.6M
Great Valley Advisor Group, Inc. 0.14% Reduce -4.1% 78,418 $6.5M
Pinnacle Financial Partners Inc 0.14% Reduce -10.2% 78,203 $6.5M
TFB Advisors LLC 1.71% Add +4.4% 78,029 $6.5M
Arkadios Wealth Advisors 0.19% Add +9.2% 77,679 $6.5M
Private Trust Co. NA 0.62% Reduce -4.8% 77,504 $6.5M
TruNorth Capital Management, LLC 1.41% Reduce -2.2% 76,036 $6.3M
Avalon Capital Management 1.70% Reduce -2.2% 75,985 $6.3M
Baron Silver Stevens Financial Advisors, LLC 1.00% Add +2.1% 75,089 $6.3M
Ascent Capital Management, LLC 5.54% Add +2.4% 74,718 $6.2M
Capital Investment Advisory Services, LLC 0.51% Reduce -4.5% 74,426 $6.2M
Tounjian Advisory Partners, LLC 1.20% Reduce -0.9% 81,790 $6.2M
St. Clair Advisors, LLC 1.61% Add +1.1% 73,643 $6.1M
Quantinno Capital Management LP 0.03% Add +117.0% 73,296 $6.1M
Telos Capital Management, Inc. 0.62% Add +0.8% 72,896 $6.1M
Advocacy Wealth Management, LLC 0.37% Reduce -6.5% 72,880 $6.1M
Auour Investments LLC 2.09% Reduce -1.6% 72,672 $6.1M
Ewa, LLC 1.88% Add +14.5% 71,613 $6.0M
Dorsey & Whitney Trust CO LLC 0.32% Reduce -6.3% 71,413 $6.0M
Nisa Investment Advisors, LLC 0.03% Add +15.5% 71,400 $6.0M
Aprio Wealth Management, LLC 0.67% Reduce -18.4% 71,268 $5.9M
Rothschild Wealth LLC 1.46% Reduce -1.1% 71,108 $5.9M
Boston Research & Management Inc. 1.41% Add +2.2% 70,670 $5.9M
Smartleaf Asset Management LLC 0.52% Add +102.1% 70,510 $5.9M
Caldwell Trust Co 0.58% Add +4.7% 69,894 $5.8M
Parkside Financial Bank & Trust 0.63% Add +7.2% 69,836 $5.8M
Prosperity Consulting Group, LLC 0.42% Add +28.6% 69,750 $5.8M
Deutsche Bank AG 0.00% Add +0.1% 69,603 $5.8M
Belpointe Asset Management LLC 0.24% Add +43.6% 69,591 $5.8M
Elyxium Wealth, LLC 2.18% Add +11.8% 69,515 $5.8M
Eagle Strategies LLC 0.88% Add +2.1% 69,240 $5.8M
Bowman & Co S.C. 2.57% Add +6.5% 68,683 $5.7M
Argent Trust Co 0.22% Add +3.3% 68,491 $5.7M
Savvy Advisors, Inc. 0.38% Add +37.0% 68,478 $5.7M
Financial Synergies Wealth Advisors, Inc. 0.62% Add +0.0% 68,309 $5.7M
BCS Private Wealth Management, Inc. 2.12% — 67,351 $5.6M
CFS Investment Advisory Services, LLC 0.46% Add +8.9% 67,263 $5.6M
Brio Consultants, LLC 0.82% Reduce -13.8% 67,247 $5.6M
Focus Partners Advisor Solutions, LLC 0.07% Add +1.7% 67,134 $5.6M
Econ Financial Services Corp 2.88% Reduce -32.0% 66,958 $5.6M
Western Wealth Management, LLC 0.33% Reduce -8.7% 66,954 $5.6M
CENTRAL TRUST Co 0.13% Add +14.2% 66,820 $5.6M
Stratos Investment Management, LLC 0.26% Reduce -1.1% 66,815 $5.6M
MSH Capital Advisors LLC 1.60% Add +9.0% 66,546 $5.6M
TAGStone Capital, Inc. 2.28% Add +2.3% 65,346 $5.5M
Emergent Wealth Advisors, LLC 3.52% Add +14.6% 63,845 $5.5M
Prospera Financial Services Inc 0.10% Add +16.5% 65,986 $5.5M
Harbor Investment Advisory, LLC 0.49% Add +7.6% 65,966 $5.5M
T. Rowe Price Associates Inc. 0.00% Reduce -66.5% 65,882 $5.5M
Diversify Advisory Services, LLC 0.21% Add +54.6% 64,468 $5.5M
SoundView Advisors Inc. 2.02% Add +1.5% 65,755 $5.5M
Hubbell Strickland Wealth Management, LLC 2.42% Add +8.7% 65,729 $5.5M
Acima Private Wealth, LLC 1.86% Add +0.5% 65,466 $5.5M
Cullen/Frost Bankers, Inc. 0.07% Reduce -4.9% 65,198 $5.4M
Liberty Wealth Management LLC 0.85% Reduce -7.4% 64,903 $5.4M
Moody National Bank Trust Division 0.49% No change 64,708 $5.4M
State Farm Mutual Automobile Insurance Co. 0.00% Add +139.9% 64,460 $5.4M
DecisionMap Wealth Management, LLC 3.67% Reduce -1.0% 64,095 $5.4M
CWA Asset Management Group, LLC 0.23% Reduce -6.1% 64,022 $5.3M
Elmwood Wealth Management, Inc. 2.11% Add +2.4% 63,875 $5.3M
Christopher J. Hasenberg, Inc 1.96% Add +53.1% 63,308 $5.3M
Roundview Capital LLC 0.35% Add +11.3% 63,299 $5.3M
Journey Strategic Wealth LLC 0.17% Add +18.6% 63,277 $5.3M
Carrera Capital Advisors 1.06% Add +1.7% 63,231 $5.3M
Roble, Belko & Company, Inc 0.77% Add +0.0% 63,040 $5.3M
Creative Financial Designs Inc. 0.38% Reduce -0.7% 62,831 $5.2M
Greykasell Wealth Strategies, Inc. 2.50% Add +16.6% 62,600 $5.2M
Seldon Capital LP 2.26% No change 62,425 $5.2M
ICONIQ Capital, LLC 0.09% Reduce -6.3% 62,344 $5.2M
POM Investment Strategies, LLC 3.72% Add +34.7% 62,283 $5.2M
Investment Partners, LTD. 1.97% Reduce -4.7% 62,251 $5.2M
Tritonpoint Wealth, LLC 0.48% Reduce -1.2% 62,062 $5.2M
Ade, LLC 2.73% Add +4.0% 61,494 $5.1M
Legacy Financial Advisors, Inc. 0.80% Reduce -5.5% 61,347 $5.1M
First United Bank & Trust 1.78% Add +17.3% 61,146 $5.1M
CIBC Private Wealth Group LLC 0.01% Reduce -7.0% 61,125 $5.1M
Fairview Capital Investment Management, LLC 0.26% Add +1.2% 60,996 $5.1M
Ellevest, Inc. 0.81% Reduce -4.2% 60,917 $5.1M
Cahaba Wealth Management, Inc. 0.39% Reduce -2.8% 60,688 $5.1M
Capital Investment Counsel, LLC 0.78% Add +50.3% 60,506 $5.1M
Spinnaker Trust 0.30% No change 60,409 $5.0M
JGP Wealth Management, LLC 0.61% Add +2.6% 60,124 $5.0M
Wealthcare Advisory Partners LLC 0.11% Reduce -22.3% 59,725 $5.0M
Eldridge Investment Advisors, Inc. 1.03% Reduce -8.8% 59,098 $4.9M
Canvas Wealth Advisors, LLC 0.97% Add +1.5% 58,945 $4.9M
Fiduciary Group, LLC 0.46% Add +1.4% 58,839 $4.9M
Fortis Capital Advisors, LLC 0.88% Add +57.3% 58,639 $4.9M
Confluence Wealth Services, Inc. 0.27% Add +8.7% 58,204 $4.9M
Transcend Capital Advisors, LLC 0.38% Reduce -14.5% 58,114 $4.9M
Meeder Asset Management Inc. 0.30% No change 58,023 $4.8M
Wilmington Savings Fund Society, FSB 0.09% Add +61.6% 57,974 $4.8M
RFG Advisory, LLC 0.11% Add +171.8% 57,801 $4.8M
Fulton Bank, N.A. 0.18% Add +14.4% 57,788 $4.8M
Kendall Capital Management 1.27% Reduce -35.6% 57,701 $4.8M
Massachusetts Financial Services Co. 0.00% Add +10.9% 57,545 $4.8M
Segment Wealth Management, LLC 0.30% Reduce -2.1% 57,506 $4.8M
Waypoint Wealth Partners Inc. 1.16% Reduce -0.1% 57,399 $4.8M
MV Capital Management, Inc. 0.49% Add +322.6% 57,187 $4.8M
Wealth Alliance, LLC 0.53% Add +1.9% 57,160 $4.8M
Sandy Cove Advisors, LLC 1.72% Add +1.9% 57,038 $4.8M
JPL Wealth Management, LLC 1.28% Add +1.2% 56,965 $4.8M
PKS Advisory Services, LLC 1.17% Reduce -7.3% 56,941 $4.8M
Level Four Advisory Services, LLC 0.18% Reduce -13.3% 56,931 $4.8M
Outlook Wealth Advisors, LLC 1.22% Add +3.4% 56,791 $4.7M
Coastal Bridge Advisors, LLC 0.39% Add +23.1% 56,636 $4.7M
AAF Wealth Management, LLC 2.15% Reduce -2.7% 56,478 $4.7M
Joel Adams & Associates, Inc. 4.16% Reduce -6.7% 56,228 $4.7M
Smith Shellnut Wilson LLC 2.03% No change 56,195 $4.7M
Tanglewood Wealth Management, Inc. 0.46% Reduce -0.5% 56,056 $4.7M
REDW Wealth LLC 1.85% Reduce -1.1% 55,824 $4.7M
William Howard & Co Financial Advisors Inc 4.03% Reduce -1.8% 55,332 $4.6M
Prism Advisors, Inc. 1.32% Add +0.0% 55,328 $4.6M
Busey Bank 0.14% Add +1.7% 54,973 $4.6M
Pembroke Management, LTD 0.55% Add +9.3% 54,458 $4.5M
High Net Worth Advisory Group LLC 1.19% Reduce -2.8% 53,796 $4.5M
Signet Financial Management, LLC 0.56% Reduce -2.8% 53,603 $4.5M
Invera Wealth Advisors, LLC 2.91% Reduce -0.9% 53,426 $4.5M
Allie Family Office LLC 2.20% Reduce -56.4% 53,125 $4.4M
Cary Street Partners Financial LLC 0.12% Add +55.3% 52,353 $4.4M
Wesbanco Bank Inc. 0.13% Add +75.1% 52,283 $4.4M
Koshinski Asset Management, Inc. 0.33% Add +3.0% 52,204 $4.4M
Sapient Capital LLC 0.08% Reduce -1.9% 52,166 $4.4M
Visionary Wealth Advisors 0.22% Add +5.6% 51,985 $4.3M
Element Wealth, LLC 1.99% Add +0.3% 51,794 $4.3M
Atlanta Consulting Group Advisors, LLC 1.18% Add +0.2% 51,743 $4.3M
Wilshire Advisors LLC 39.06% Reduce -88.3% 51,731 $4.3M
Eley Financial Management, Inc 1.64% Add +2.6% 51,319 $4.3M
Oppenheimer & Co. Inc. 0.06% Add +3.0% 51,264 $4.3M
Wakefield Asset Management LLLP 1.19% Add +2.9% 51,008 $4.3M
FAS Wealth Partners, Inc. 0.31% Add +2.6% 50,919 $4.3M
Boyd Wealth Management, LLC 1.83% Add +11.5% 50,640 $4.2M
Park Place Capital Corp 0.96% Add +6.9% 50,709 $4.2M
AtlasMark Financial, Inc 3.21% Add +16.8% 50,586 $4.2M
Endowment Wealth Management, Inc. 2.17% Reduce -8.2% 50,524 $4.2M
Rinkey Investments 1.26% No change 50,383 $4.2M
Harbour Investments, Inc. 0.11% Add +1.2% 50,266 $4.2M
Trust Point Inc. 0.39% Add +0.1% 49,712 $4.1M
Brighton Jones LLC 0.11% Add +9.8% 49,684 $4.1M
Tradewinds, LLC. 3.15% New 49,663 $4.1M
Merkkuri Wealth Advisors LLC 3.15% Add +21.3% 49,663 $4.1M
Kaydan Wealth Management, Inc. 1.35% Add +20.8% 49,439 $4.1M
PrairieView Partners, LLC 0.40% Add +4.0% 49,279 $4.1M
SkyView Investment Advisors, LLC 0.59% No change 49,166 $4.1M
Arete Wealth Advisors, LLC 0.29% Add +28.2% 48,796 $4.1M
First Financial Bankshares Inc 0.09% Add +496.4% 48,759 $4.1M
Vanguard Group Inc. 0.00% Add +12.3% 48,736 $4.1M
Macroview Investment Management LLC 3.33% Add +97.8% 48,654 $4.1M
Hofer & Associates. Inc 2.51% Add +1.1% 48,241 $4.0M
PMG Wealth Management, Inc. 3.31% New 48,030 $4.0M
Chesley Taft & Associates LLC 0.18% Add +2.0% 48,010 $4.0M
Focus Financial Network, Inc. 0.16% Add +75.3% 47,628 $4.0M
Schiavi & Co LLC 1.35% No change 47,576 $4.0M
Sculati Wealth Management, LLC 1.49% New 47,464 $4.0M
Asset Allocation Strategies LLC 0.87% New 47,320 $4.0M
Avior Wealth Management, LLC 0.14% Reduce -2.7% 47,004 $3.9M
Howe & Rusling Inc. 0.29% Add +15.9% 46,803 $3.9M
NorthRock Partners, LLC 0.10% Reduce -3.6% 46,713 $3.9M
Bernard Wealth Management Corp. 1.80% Add +1.9% 46,644 $3.9M
One Capital Management, LLC 0.13% Add +11.7% 46,459 $3.9M
Centerpoint Advisors, LLC 1.31% Reduce -0.6% 46,388 $3.9M
Chris Bulman Inc 2.19% New 46,076 $3.8M
PFG Investments, LLC 0.23% Add +10.5% 46,063 $3.8M
Fi3 FINANCIAL ADVISORS, LLC 1.39% Reduce -8.9% 46,020 $3.8M
CVA Family Office, LLC 0.54% Add +3.2% 45,976 $3.8M
Leavell Investment Management, Inc. 0.17% Add +17.3% 45,959 $3.8M
One Degree Advisors Inc 1.36% Reduce -18.5% 45,866 $3.8M
Strategic Financial Concepts, LLC 0.54% Add +404.1% 45,842 $3.8M
Okabena Investment Services Inc. 0.85% No change 45,708 $3.8M
Old Port Advisors 1.04% Add +8.6% 45,628 $3.8M
Orrstown Financial Services Inc. 0.80% Reduce -0.9% 45,248 $3.8M
Valmark Advisers, Inc. 0.05% Reduce -2.3% 45,027 $3.8M
Sound View Wealth Advisors Group, LLC 0.28% Add +29.9% 44,887 $3.7M
Traveka Wealth, LLC 1.98% Add +59.6% 44,793 $3.7M
4Thought Financial Group Inc. 1.96% Add +155.1% 44,299 $3.7M
Windward Private Wealth Management Inc. 1.33% Reduce -0.4% 44,227 $3.7M
Hamilton Wealth, LLC 0.82% Reduce -79.6% 43,830 $3.7M
PACK Private Wealth, LLC 1.93% Reduce -11.8% 43,743 $3.7M
Kingsview Wealth Management, LLC 0.06% Reduce -5.7% 43,441 $3.6M
Inman Jager Wealth Management, LLC 2.44% Reduce -2.7% 43,173 $3.6M
LTG Capital LLC 3.07% Add +0.6% 42,978 $3.6M
CSM Advisors, LLC 0.10% No change 42,684 $3.6M
Ellis Investment Partners, LLC 0.69% Add +1.0% 42,680 $3.6M
Heritage Family Offices, LLP 1.80% No change 46,634 $3.6M
Collective Family Office LLC 0.91% Reduce -0.1% 42,467 $3.5M
Compton Financial Group, LLC 0.92% Reduce -38.9% 42,211 $3.5M
New England Private Wealth Advisors LLC 0.51% Add +1.3% 42,455 $3.5M
Cibc World Market Inc. 0.01% Add +2.5% 42,007 $3.5M
Level Wealth Management LLC 2.04% Add +1444.7% 42,000 $3.5M
Palisade Asset Management, LLC 0.35% Reduce -7.9% 41,891 $3.5M
Stock Yards Bank & Trust Co. 0.12% Add +3.1% 41,730 $3.5M
Kaleidoscope Capital LP 1.38% No change 41,650 $3.5M
M Holdings Securities, Inc. 0.60% Add +156.3% 41,650 $3.5M
Obsidian Cio, LLC 0.50% Add +1.5% 41,199 $3.4M
Intrua Financial, LLC 0.49% Reduce -33.8% 41,125 $3.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.08% Add +56.3% 41,062 $3.4M
Sierra Capital LLC 0.39% No change 40,918 $3.4M
Inspire Advisors, LLC 0.35% Add +20.1% 40,711 $3.4M
Patten Group, Inc. 0.71% Add +7.8% 40,533 $3.4M
Cynosure Group, LLC 0.38% Add +0.4% 40,380 $3.4M
Bridges Investment Management Inc. 0.05% No change 40,208 $3.4M
Patton Albertson Miller Group, LLC 0.44% Reduce -1.7% 40,019 $3.3M
PFG Advisors 0.15% Add +3.3% 39,974 $3.3M
Soltis Investment Advisors LLC 0.26% Reduce -0.2% 39,933 $3.3M
Phillips Financial Management, LLC 0.24% Add +7.2% 39,893 $3.3M
Capital Advantage, Inc. 0.53% Add +2.9% 39,707 $3.3M
BWM Planning, LLC 1.14% Add +0.1% 39,679 $3.3M
TRUE Private Wealth Advisors 0.37% Reduce -2.8% 39,659 $3.3M
Cowa, LLC 1.26% Add +1.1% 39,518 $3.3M
Beese Fulmer Investment Management, Inc. 0.24% New 39,351 $3.3M
Hollencrest Capital Management 0.14% Reduce -4.9% 39,295 $3.3M
Simplicity Wealth,LLC 0.14% Reduce -0.5% 39,290 $3.3M
Good Steward Wealth Advisors,LLC 2.56% Add +77.0% 39,134 $3.3M
F/m Investments LLC 0.12% No change 39,051 $3.3M
Mutual Advisors, LLC 0.08% Add +7.3% 38,431 $3.3M
Strategic Blueprint, LLC 0.16% Add +0.1% 38,910 $3.2M
Beam Wealth Advisors, Inc. 0.96% Reduce -10.1% 38,750 $3.2M
Keystone Global Partners, LLC 1.76% Reduce -22.8% 38,746 $3.2M
Kanawha Capital Management LLC 0.24% Reduce -9.6% 38,402 $3.2M
Gold Investment Management Ltd. 1.20% Add +46.7% 38,149 $3.2M
Raffa Wealth Management, LLC 0.63% Add +1.0% 37,792 $3.2M
Madison Wealth Partners, Inc 0.69% Reduce -3.4% 37,760 $3.2M
Beacon Bridge Wealth Partners, LLC 1.24% Reduce -6.2% 37,574 $3.1M
Aletheian Wealth Advisors LLC 1.54% Reduce -1.0% 37,548 $3.1M
Princeton Global Asset Management LLC 0.56% Reduce -1.8% 37,097 $3.1M
Diversified Enterprises, LLC 0.23% Add +1.6% 36,994 $3.1M
Colonial Trust Advisors 0.25% Reduce -4.2% 36,890 $3.1M
Bigelow Investment Advisors, LLC 1.36% Add +0.5% 36,859 $3.1M
Essex Financial Services, Inc. 0.20% Add +11.3% 36,617 $3.1M
Apeiron RIA LLC 0.79% Reduce -0.1% 36,554 $3.1M
Trivium Point Advisory, LLC 0.33% Reduce -13.1% 36,512 $3.0M
Clayton Financial Group LLC 3.62% Reduce -61.5% 36,456 $3.0M
Cambridge Financial Group, LLC 1.14% Reduce -0.9% 36,422 $3.0M
Red Crane Wealth Management, LLC 2.76% Add +5.6% 36,264 $3.0M
Bryn Mawr Trust Advisors, LLC 0.16% Reduce -0.3% 36,017 $3.0M
Flagship Harbor Advisors, LLC 0.14% Reduce -5.2% 35,803 $3.0M
Optima Capital LLC 1.60% New 35,625 $3.0M
Capital Investment Advisors, LLC 0.05% Add +10.2% 35,563 $3.0M
North Star Investment Management Corp. 0.21% Add +4.0% 35,472 $3.0M
Maseco LLP 0.11% — 35,437 $3.0M
Moneco Advisors, LLC 0.27% Reduce -14.2% 35,344 $3.0M
Schneider Downs Wealth Management Advisors, LP 0.44% Add +84.8% 35,290 $2.9M
Clear Investment Research, LLC 3.70% Reduce -2.0% 35,150 $2.9M
Stratos Wealth Advisors, LLC 0.15% Reduce -0.5% 35,070 $2.9M
Peak Financial Management, Inc. 0.83% Reduce -0.5% 34,842 $2.9M
Bearing Point Capital, LLC 0.54% Add +0.6% 34,800 $2.9M
Flagstar Securities, Inc. 0.80% Reduce -35.8% 34,737 $2.9M
KPP Advisory Services LLC 0.48% Reduce -2.6% 34,637 $2.9M
CWS Financial Advisors, LLC 0.84% Add +1.1% 34,593 $2.9M
GeoWealth Management, LLC 0.11% Add +68.7% 34,515 $2.9M
Cornerstone Advisors Asset Management, LLC 0.55% Reduce -5.6% 34,167 $2.9M
Evanson Asset Management, LLC 0.17% Add +2.8% 33,564 $2.8M
YANKCOM Partnership 1.37% Add +28.9% 33,506 $2.8M
Gentry Private Wealth, LLC 2.14% Add +5.1% 33,502 $2.8M
DHK Financial Advisors, Inc. 1.60% Reduce -0.3% 33,394 $2.8M
New Hampshire Trust 0.58% Add +3.8% 33,315 $2.8M
Forefront Wealth Partners, LLC 1.89% Reduce -0.9% 39,275 $2.8M
Sunbeam Capital Management, LLC 2.09% Add +359.0% 32,996 $2.8M
LGL Partners, LLC 1.22% Reduce -3.0% 32,737 $2.8M
Hobbs Group Advisors, LLC 0.94% Add +2.3% 32,946 $2.8M
Vanguard Personalized Indexing Management, LLC 0.03% Add +27.2% 32,730 $2.7M
Richard P Slaughter Associates Inc 0.56% Add +10.3% 32,726 $2.7M
Vise Technologies, Inc. 0.11% — 32,692 $2.7M
Dravo Bay LLC 1.32% Reduce -0.4% 32,647 $2.7M
Parsons Capital Management Inc. 0.17% Add +6.3% 32,567 $2.7M
Kings Path Partners LLC 1.09% Reduce -4.7% 32,535 $2.7M
Manhattan West Asset Management, LLC 0.63% Add +13.9% 32,523 $2.7M
Prudential PLC 0.02% Add +36.0% 32,500 $2.7M
ADG Wealth Management Group, LLC 2.31% New 32,469 $2.7M
Colton Groome Financial Advisors, LLC 0.92% Reduce -1.8% 32,372 $2.7M
180 Wealth Advisors, LLC 0.38% Reduce -1.4% 32,302 $2.7M
Kestra Investment Management, LLC 0.08% Add +41.7% 32,217 $2.7M
SWP Financial LLC 1.48% Add +1.1% 32,212 $2.7M
Ignite Planners, LLC 0.47% Add +5.2% 32,475 $2.7M
Wedbush Securities Inc. 0.09% Add +58.9% 31,916 $2.7M
Lineweaver Wealth Advisors, LLC 0.42% Add +1.6% 31,718 $2.6M
Quadrant Private Wealth Management, LLC 0.55% Add +2.5% 31,565 $2.6M
Synergy Investment Management, LLC 1.59% Reduce -43.0% 31,554 $2.6M
Stonebrook Private Inc. 0.62% Add +91.5% 31,525 $2.6M
Vestcor Inc 0.08% Add +32.9% 31,496 $2.6M
Bryant Woods Investment Advisors, LLC 1.13% Reduce -3.4% 31,464 $2.6M
Pinnacle Bancorp, Inc. 0.81% Add +11.4% 31,306 $2.6M
Panoramic Investment Advisors, LLC 1.60% Add +6.0% 31,287 $2.6M
Laird Norton Wetherby Wealth Management, LLC 0.12% — 31,279 $2.6M
Westfuller Advisors, LLC 1.49% Reduce -46.8% 31,217 $2.6M
Capital Advisors, Ltd. LLC 0.32% Add +4.9% 30,880 $2.6M
Invst, LLC 0.32% Add +37.3% 30,624 $2.6M
AA Financial Advisors, LLC 0.55% Add +27.6% 30,614 $2.6M
Shufro Rose & Co. LLC 0.21% Reduce -0.1% 33,725 $2.6M
Empower Advisory Group, LLC 0.01% Add +6.2% 30,547 $2.6M
Vista Cima Wealth Management LLC 2.38% Add +0.1% 30,489 $2.5M
Infinity Wealth Counsel, LLC 2.56% Add +0.6% 30,396 $2.5M
Wharton Business Group, LLC 0.11% Add +6.3% 30,263 $2.5M
Patriot Financial Group Insurance Agency, LLC 0.29% Add +5.3% 30,024 $2.5M
Litman Gregory Wealth Management LLC 0.20% Reduce -9.1% 30,003 $2.5M
3Chopt Investment Partners, LLC 0.60% Reduce -0.9% 29,892 $2.5M
Blue Trust, Inc. 0.03% Add +104.5% 29,778 $2.5M
Grant Street Asset Management, Inc. 0.56% Add +2.7% 29,669 $2.5M
Arcus Capital Partners, LLC 1.07% New 29,583 $2.5M
Operose Advisors LLC 0.70% Add +2.7% 29,581 $2.5M
Glenview Trust Co 0.04% Reduce 0.0% 29,426 $2.5M
Secured Retirement Advisors, LLC 1.46% New 29,258 $2.4M
Elevation Point Wealth Partners, LLC 0.19% Reduce -11.7% 29,225 $2.4M
Denver PWM, LLC 0.76% Add +0.4% 29,189 $2.4M
Independent Advisor Alliance 0.07% Reduce -1.2% 29,164 $2.4M
Amplius Wealth Advisors, LLC 0.23% Add +121.4% 29,137 $2.4M
Leigh Baldwin & Co., LLC 1.59% Add +29.1% 28,971 $2.4M
Center For Asset Management LLC 1.48% Reduce -36.0% 34,061 $2.4M
LM Advisors LLC 0.31% Add +4.2% 28,556 $2.4M
Thoroughbred Financial Services, LLC 0.17% Reduce -21.8% 28,438 $2.4M
Biltmore Family Office, LLC 0.40% Add +13.5% 28,401 $2.4M
Fire Capital Management LLC 1.50% Add +1.7% 28,367 $2.4M
Cyndeo Wealth Partners, LLC 0.14% Add +3.9% 28,350 $2.4M
Bison Wealth, LLC 0.19% Add +22.1% 28,391 $2.4M
Tobias Financial Advisors, Inc. 0.40% Add +4.9% 28,142 $2.3M
Investment Advisory Group, LLC 0.71% Reduce -1.4% 28,000 $2.3M
U.S. Capital Wealth Advisors, LLC 0.07% Add +6.7% 27,898 $2.3M
Envision Financial LLC 1.55% Add +11.2% 27,835 $2.3M
Fiduciary Alliance LLC 0.17% Add +285.9% 27,788 $2.3M
Sax Wealth Advisors, LLC 0.14% Add +7.6% 27,712 $2.3M
Morton Brown Family Wealth, LLC 0.70% Reduce -0.2% 27,668 $2.3M
Firestone Capital Management 0.54% Add +3.4% 27,597 $2.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.32% Add +6.8% 27,445 $2.3M
TD Waterhouse Canada Inc. 0.02% Add +317.1% 27,372 $2.3M
Godshalk Welsh Capital Management, Inc. 1.41% Reduce -1.8% 27,339 $2.3M
Johnson Investment Counsel Inc. 0.02% Add +5.6% 27,177 $2.3M
Steel Grove Capital Advisors, LLC 0.27% Add +1.6% 27,006 $2.3M
Choate Investment Advisors 0.05% Add +10.9% 26,983 $2.3M
Magnus Financial Group LLC 0.20% Add +14.9% 26,890 $2.2M
CreativeOne Wealth, LLC 0.06% Add +69.8% 26,852 $2.2M
Lee Financial Co 0.32% Reduce -0.1% 26,816 $2.2M
Zions Bancorporation, National Association 0.12% No change 26,809 $2.2M
Russell Investments Group, Ltd. 0.00% Add +23.0% 26,717 $2.2M
Family Firm, Inc. 0.54% Add +24.1% 26,703 $2.2M
Claro Advisors Inc. 0.37% Reduce -36.3% 26,682 $2.2M
Endeavor Private Wealth, Inc. 1.05% Reduce -36.5% 26,637 $2.2M
Verdence Capital Advisors LLC 0.15% Add +5.4% 26,546 $2.2M
Certus Wealth Management, LLC 1.41% Reduce -1.0% 26,268 $2.2M
Allworth Financial LP 0.01% Reduce -2.3% 25,911 $2.2M
Arkansas Financial Group, Inc. 0.34% Reduce -7.6% 25,893 $2.2M
Sentinel Trust Co. Lba 0.23% Reduce -4.1% 25,848 $2.2M
Ameritas Advisory Services, LLC 0.11% Reduce -23.3% 25,815 $2.2M
Veracity Capital LLC 0.75% Add +7.3% 25,777 $2.2M
Brown Wealth Management, LLC 0.67% Reduce -10.6% 25,718 $2.1M
Williams Jones Wealth Management, LLC. 0.03% Add +547.9% 25,651 $2.1M
Wealthfront Advisers LLC 0.01% Add +3.9% 25,627 $2.1M
Tompkins Financial Corp. 0.20% Add +20.2% 25,607 $2.1M
HBK Sorce Advisory LLC 0.06% Add +13.2% 25,554 $2.1M
Debussy Capital Management LP 0.32% Add +5.6% 25,549 $2.1M
GGM Financial LLC 1.24% Add +53.6% 25,492 $2.1M
Total Wealth Planning, LLC 0.27% Add +505.1% 25,251 $2.1M
Snider Financial Group 0.61% New 25,188 $2.1M
Squarepoint Ops LLC 0.00% New 25,176 $2.1M
Disciplined Investments, LLC 0.88% Reduce -2.1% 24,974 $2.1M
Cornerstone Partners Capital Management, LLC 6.21% No change 24,828 $2.1M
Balboa Wealth Partners 0.42% Add +34.2% 24,793 $2.1M
Wiser Wealth Management, Inc 0.52% Reduce -0.2% 24,774 $2.1M
Heritage Trust Co 0.24% Reduce -0.6% 24,730 $2.1M
AdvisorNet Financial, Inc 0.13% Reduce -0.2% 24,685 $2.1M
Aegis Wealth Management LLC 1.23% No change 27,080 $2.0M
Argonautica Private Wealth Management, Inc. 0.65% Reduce -1.6% 24,514 $2.0M
Jacobi Capital Management LLC 0.14% Add +27.1% 24,407 $2.0M
Cascade Financial Partners, LLC 0.24% Reduce -4.0% 24,374 $2.0M
Slagle Financial, LLC 0.82% New 24,345 $2.0M
Nilsine Partners, LLC 0.20% Add +1.9% 24,168 $2.0M
Net Worth Advisory Group 0.45% New 24,074 $2.0M
ETF Portfolio Partners, Inc. 0.55% No change 23,980 $2.0M
GWN Securities Inc. 0.37% Reduce -20.7% 23,824 $2.0M
Northwest Wealth Management, LLC 0.36% Reduce -0.7% 23,851 $2.0M
Mayport, LLC 0.48% Reduce -0.4% 23,818 $2.0M
Valley Wealth Managers, Inc. 0.14% Reduce -1.5% 23,793 $2.0M
Warner Financial, Inc. 0.81% Add +0.6% 23,654 $2.0M
Knightsbridge Asset Management, LLC 0.44% Add +45.7% 23,487 $2.0M
Morton Capital Management LLC 0.34% Add +0.3% 23,240 $1.9M
Gilbert & Cook, Inc. 0.26% Reduce -0.9% 23,043 $1.9M
Manchester Capital Management LLC 0.25% No change 22,914 $1.9M
JDM Financial Group LLC 0.90% Add +1.1% 22,900 $1.9M
Williams & Novak, LLC 1.63% Reduce -7.2% 22,891 $1.9M
Rainier Family Wealth Inc. 1.91% Add +9.0% 22,889 $1.9M
Keystone Financial Group 0.17% Add +1.0% 22,854 $1.9M
Hassell Wealth Management, LLC 0.70% Add +1.6% 22,293 $1.9M
Verus Capital Partners, LLC 0.17% Reduce -0.1% 22,789 $1.9M
Nicolet Advisory Services, LLC 0.16% Add +138.0% 23,080 $1.9M
Islay Capital Management, LLC 1.22% Add +451.6% 22,532 $1.9M
Mgo One Seven LLC 0.06% Add +47.7% 22,524 $1.9M
Matauro, LLC 0.35% Reduce -11.5% 22,518 $1.9M
Vontobel Holding Ltd. 0.01% New 22,310 $1.9M
Fiera Capital Corp 0.01% Add +27.7% 22,152 $1.8M
Tsfg, LLC 0.33% Add +13.0% 22,082 $1.8M
Ascentis Wealth Management, LLC 0.50% Add +184.8% 21,972 $1.8M
Independence Bank of Kentucky 0.26% Add +4.3% 21,861 $1.8M
AlTi Global, Inc. 0.05% Add +0.8% 21,797 $1.8M
StrongBox Wealth, LLC 0.69% Add +2.5% 21,795 $1.8M
Evercore Wealth Management, LLC 0.03% Reduce -0.4% 21,765 $1.8M
Wealthedge Investment Advisors, LLC 0.76% Reduce -28.0% 21,756 $1.8M
Empirical Asset Management, LLC 0.55% Add +0.1% 21,454 $1.8M
LongView Wealth Management 0.54% Reduce -76.7% 21,382 $1.8M
Summit X, LLC 0.33% Add +2.5% 21,319 $1.8M
United Advisor Group, LLC 0.31% Add +40.2% 21,267 $1.8M
Dynamic Financial Group 1.71% Reduce -0.9% 21,252 $1.8M
Csenge Advisory Group 0.09% Add +0.1% 21,487 $1.8M
Wind River Trust Co 0.71% No change 21,203 $1.8M
Everhart Financial Group, Inc. 0.20% Reduce -6.8% 21,182 $1.8M
Foundations Investment Advisors, LLC 0.03% Add +48.5% 21,140 $1.8M
Fourth Dimension Wealth, LLC 0.74% Reduce -14.5% 21,055 $1.8M
First Bank & Trust 0.31% Reduce -0.9% 21,048 $1.8M
Droms Strauss Advisors Inc. /Mo/ 0.54% Add +16.5% 21,012 $1.8M
City National Bank of Florida 1.27% Reduce -2.7% 20,975 $1.8M
StoneX Group Inc. 0.09% Reduce -23.4% 20,931 $1.7M
Exchange Traded Concepts, LLC 0.02% New 20,910 $1.7M
Arrowroot Family Office, LLC 0.78% — 20,867 $1.7M
JMG Financial Group, Ltd. 0.05% Add +7.0% 20,801 $1.7M
Courage Miller Partners, LLC 0.55% Reduce -0.1% 20,742 $1.7M
Penobscot Investment Management Company, Inc. 0.15% Add +7.3% 20,669 $1.7M
Seven Post Investment Office LP 0.64% No change 20,507 $1.7M
Hoxton Planning & Management, LLC 0.59% Reduce -2.7% 20,488 $1.7M
Balefire, LLC 0.37% Add +124.6% 20,475 $1.7M
Black Diamond Financial, LLC 0.26% Add +0.6% 20,328 $1.7M
Mma Asset Management LLC 0.65% Reduce -0.1% 20,300 $1.7M
Silverlake Wealth Management LLC 0.50% Add +60.8% 20,207 $1.7M
Quent Capital, LLC 0.16% Reduce -3.6% 20,147 $1.7M
Icon Wealth Advisors, LLC 0.12% Add +1.4% 20,018 $1.7M
Paragon Capital Management Ltd 0.30% Reduce -1.4% 19,830 $1.7M
Embree Financial Group 0.25% Add +385.0% 19,735 $1.6M
Howard Financial Services, LTD. 0.21% Add +0.3% 19,528 $1.6M
NDVR, Inc. 1.53% Reduce -8.7% 19,496 $1.6M
Perennial Investment Advisors, LLC 0.16% Reduce -19.4% 19,469 $1.6M
Cahill Financial Advisors Inc. 0.20% Reduce -0.1% 19,446 $1.6M
Magnolia Capital Advisors LLC 0.41% Reduce -1.6% 19,370 $1.6M
Rebalance, LLC 0.11% New 19,364 $1.6M
Bank of Nova Scotia Trust Co. 0.16% No change 19,351 $1.6M
Milestone Asset Management Group, LLC 1.19% Add +2.8% 19,323 $1.6M
Beckerman Institutional, LLC 1.07% Reduce -1.1% 19,306 $1.6M
First County Bank 0.87% Reduce -3.2% 19,275 $1.6M
Signature Estate & Investment Advisors LLC 0.04% Add +30.1% 19,232 $1.6M
Cherry Tree Wealth Management, LLC 0.37% Reduce -6.3% 19,208 $1.6M
Sovereign Financial Group, Inc. 0.33% Reduce -4.8% 19,087 $1.6M
Highland Financial Advisors, LLC 0.51% Reduce -1.8% 19,074 $1.6M
Innovative Wealth Building LLC 1.32% Reduce -26.7% 19,056 $1.6M
Pallas Capital Advisors LLC 0.06% Reduce -14.1% 19,043 $1.6M
Strategy Asset Managers LLC 0.30% Reduce -7.5% 18,981 $1.6M
Kooman & Associates 0.53% Add +0.2% 18,867 $1.6M
Cooper Financial Group 0.18% Add +0.1% 18,836 $1.6M
2UniFi Bank 0.89% Add +98.1% 18,794 $1.6M
Fisher Asset Management 0.00% Reduce -39.9% 18,762 $1.6M
Northwest Bancshares, Inc. 0.27% Reduce -0.9% 18,612 $1.6M
Integrity Alliance, Llc. 0.08% Reduce -40.1% 18,534 $1.5M
Hicks Capital Management LLC 2.44% Reduce -1.3% 18,467 $1.5M
SIMA Wealth Partners, LLC 1.24% Reduce -13.8% 18,465 $1.5M
Navigation Wealth Management, Inc. 2.25% Add +394.4% 18,329 $1.5M
Philadelphia Trust Co. 0.12% Add +0.8% 18,324 $1.5M
Pinnacle Associates Ltd. 0.02% Reduce -7.5% 18,306 $1.5M
St. Louis Trust Co 0.20% No change 18,295 $1.5M
Tufton Capital Management 0.29% Add +1.5% 18,289 $1.5M
Consolidated Portfolio Review Corp 0.21% Add +36.5% 18,201 $1.5M
HCR Wealth Advisors 0.18% Add +11.7% 18,190 $1.5M
Lincoln Capital LLC 0.29% Add +0.0% 18,141 $1.5M
Global View Capital Management LLC 0.48% Reduce -11.5% 17,995 $1.5M
LVZ, Inc. 0.18% Add +3.9% 17,818 $1.5M
Roger Wittlin Investment Advisory, LLC 0.83% Add +1.8% 17,817 $1.5M
BIP Wealth, LLC 0.09% Add +0.6% 17,815 $1.5M
UNIVEST FINANCIAL Corp 0.09% Reduce -76.5% 17,738 $1.5M
Dentgroup LLC 1.02% Reduce -2.7% 17,699 $1.5M
Shelton Wealth Management, LLC 0.74% Reduce -10.4% 17,695 $1.5M
Independent Financial Group, LLC 0.04% Add +18.2% 17,655 $1.5M
Rockwood Wealth Management, LLC 0.13% Reduce -0.3% 17,625 $1.5M
Strategic Wealth Partners, Ltd. 0.12% — 17,561 $1.5M
Charter Oak Capital Management, LLC 0.12% Add +9.1% 17,543 $1.5M
GAMMA Investing LLC 0.09% Add +6.9% 17,507 $1.5M
First National Corp. /Ma/ 0.29% Add +0.6% 17,467 $1.5M
Wingate Wealth Advisors, Inc. 1.29% Add +0.1% 17,402 $1.5M
Evoke Wealth, LLC 0.03% Add +0.5% 17,399 $1.5M
Trevian Wealth Management LLC 0.89% New 17,391 $1.5M
MA Private Wealth 0.26% Add +2.8% 17,389 $1.5M
WealthCare Investment Partners, LLC 0.52% Reduce -12.4% 17,354 $1.5M
PGIM Custom Harvest LLC 0.03% Add +23.5% 17,245 $1.4M
Columbus Macro, LLC 0.18% Reduce -44.5% 17,235 $1.4M
OneAscent Family Office, LLC 1.35% Add +36.3% 17,130 $1.4M
Montag & Caldwell, LLC 0.31% Reduce -0.0% 17,030 $1.4M
TFC Financial Management, Inc. 0.19% Reduce -0.6% 16,973 $1.4M
Cabot Wealth Management Inc. 0.17% Reduce -0.7% 16,956 $1.4M
Boyum Wealth Architects LLC 1.04% Add +2.8% 16,932 $1.4M
Atlantic Union Bankshares Corp 0.03% Add +140.3% 16,881 $1.4M
FineMark National Bank & Trust 0.05% Reduce -6.5% 16,815 $1.4M
JRM Investment Counsel, LLC 0.46% Reduce -46.8% 16,812 $1.4M
Benjamin Edwards Inc. 0.02% Add +68.9% 16,772 $1.4M
West Bancorporation Inc. 0.88% Reduce -0.6% 16,767 $1.4M
Wealthgarden F.S. LLC 1.16% Add +9.6% 17,094 $1.4M
Forte Asset Management LLC 0.71% Add +107.9% 16,764 $1.4M
NCM Capital Management, LLC 0.57% Add +4.9% 16,704 $1.4M
Binnacle Investments Inc 0.90% Reduce -2.0% 16,652 $1.4M
RoundAngle Advisors LLC 1.16% Add +1.1% 16,623 $1.4M
Coign Capital Advisors LLC 0.94% Add +2.0% 16,596 $1.4M
Richmond Investment Services, LLC 0.29% New 16,573 $1.4M
Cornerstone Wealth Management, LLC 0.08% Reduce -1.4% 16,526 $1.4M
Occidental Asset Management, LLC 0.19% Reduce -33.2% 16,423 $1.4M
Wetzel Investment Advisors, Inc. 0.63% Reduce -46.5% 16,370 $1.4M
Trueblood Wealth Management, LLC 0.57% Add +11.8% 16,368 $1.4M
Northeast Financial Consultants Inc 0.06% Add +3.7% 16,348 $1.4M
SOL Capital Management CO 0.13% Add +0.2% 16,322 $1.4M
Klaas Financial Asset Advisors, LLC 0.22% Reduce -1.2% 16,314 $1.4M
Aurdan Capital Management, LLC 0.46% Add +15.7% 16,314 $1.4M
Canandaigua National Bank & Trust Co. 0.13% Reduce -0.5% 16,294 $1.4M
Colonial Trust Co / SC 0.20% Reduce -21.1% 16,211 $1.4M
Keystone Financial Group, Inc. 0.86% Add +1.2% 16,328 $1.3M
Advisors Capital Management, LLC 0.02% Add +75.7% 16,077 $1.3M
Altfest L J & Co. Inc. 0.16% Reduce -11.1% 16,022 $1.3M
Jaffetilchin Investment Partners, LLC 0.09% Reduce -2.0% 16,005 $1.3M
Dana Investment Advisors, Inc. 0.04% Add +8.5% 15,893 $1.3M
Saxon Interests, Inc. 0.62% No change 17,442 $1.3M
Stonebridge Financial Group, LLC 0.13% Reduce -2.7% 15,802 $1.3M
BlueSky Wealth Advisors, LLC 0.19% Reduce -1.2% 15,752 $1.3M
Foster & Motley Inc. 0.08% Reduce -14.3% 15,718 $1.3M
TOWER TRUST & INVESTMENT Co 0.93% Reduce -3.5% 15,712 $1.3M
Retirement Wealth Solutions LLC 0.96% Reduce -10.3% 15,684 $1.3M
Summit Wealth & Retirement Planning, Inc. 0.35% Add +30.5% 15,655 $1.3M
Lee, Kelleher & Klein Wealth Management 0.87% Add +22.5% 15,649 $1.3M
Aries Wealth Management 0.34% No change 15,639 $1.3M
Kingswood Wealth Advisors, LLC 0.10% Reduce -11.2% 15,578 $1.3M
Investment Research & Advisory Group, Inc. 0.48% Add +343.0% 15,524 $1.3M
SeaBridge Investment Advisors LLC 0.24% Reduce -1.1% 15,501 $1.3M
Coordinated Financial Services, Inc. 0.91% — 15,434 $1.3M
Madden Advisory Services, Inc. 0.55% Reduce -0.1% 15,418 $1.3M
STAR Financial Bank 0.82% Add +257.8% 15,406 $1.3M
EverSource Wealth Advisors, LLC 0.06% Reduce -4.0% 15,378 $1.3M
Parisi Gray Wealth Management 0.37% Add +0.0% 15,370 $1.3M
Maia Wealth LLC 0.24% Reduce -15.4% 15,348 $1.3M
Market Street Wealth Management Advisors LLC 0.21% Reduce -10.7% 15,262 $1.3M
Black Cypress Capital Management, LLC 1.04% Reduce -19.1% 15,200 $1.3M
New Republic Capital, LLC 0.45% Add +4.5% 15,198 $1.3M
QRG Capital Management, Inc. 0.01% Add +22.9% 15,189 $1.3M
Romano Brothers and Company 0.16% Add +3.7% 15,159 $1.3M
Sepio Capital, LP 0.09% Add +1.6% 15,092 $1.3M
Stephens Inc. 0.02% Reduce -3.1% 15,068 $1.3M
Daymark Wealth Partners, LLC 0.05% Add +12.8% 15,061 $1.3M
Forza Wealth Management, LLC 0.51% No change 15,041 $1.3M
Guardian Wealth Advisors, LLC / NC 0.09% Add +3.5% 14,977 $1.3M
W Advisors, LLC 0.72% Reduce -14.7% 14,970 $1.2M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.08% New 14,959 $1.2M
HM Payson & Co. 0.02% Add +27.4% 14,945 $1.2M
Main Street Financial Solutions, LLC 0.09% Add +29.5% 14,935 $1.2M
MainStreet Investment Advisors LLC 0.17% Add +19.1% 14,925 $1.2M
Washington Trust Advisors, Inc. 0.10% Reduce -14.6% 14,912 $1.2M
Curated Wealth Partners LLC 0.15% No change 14,880 $1.2M
Trust Co. of Vermont 0.06% Add +7.2% 14,865 $1.2M
Trilogy Capital Inc. 0.06% Reduce -14.3% 14,729 $1.2M
Inspirion Wealth Advisors, LLC 0.16% Add +0.2% 14,651 $1.2M
American State Bank (Iowa) 0.67% Reduce -0.9% 14,527 $1.2M
TL Private Wealth 0.50% Reduce -0.5% 14,615 $1.2M
Goldstein Advisors, LLC 0.16% Reduce -2.9% 14,448 $1.2M
Brooklyn Investment Group 0.16% Add +464.1% 14,408 $1.2M
Fortress Wealth Management, Inc. 0.58% Add +0.5% 14,349 $1.2M
C M Bidwell & Associates Ltd. 0.62% Reduce -0.1% 14,297 $1.2M
Bear Mountain Capital, Inc. 0.43% No change 14,439 $1.2M
Stone Summit Wealth LLC 0.37% Reduce -0.7% 14,258 $1.2M
Victrix Investment Advisors 0.53% No change 14,238 $1.2M
Alteri Wealth LLC 0.46% Add +15.6% 14,188 $1.2M
Clark Asset Management, LLC 0.16% Add +146.0% 14,022 $1.2M
Stevens Capital Partners 0.42% Add +0.7% 14,033 $1.2M
Hill Island Financial LLC 0.33% No change 14,003 $1.2M
Destination Wealth Management 0.03% Add +8.9% 13,967 $1.2M
GAMCO Investors 0.01% New 13,897 $1.2M
Noble Family Wealth, LLC 0.28% No change 13,754 $1.1M
Watershed Private Wealth LLC 0.42% Reduce -2.6% 13,703 $1.1M
Graybill Wealth Management, LTD. 0.37% Reduce -1.4% 13,682 $1.1M
Ally Invest Advisors Inc. 0.09% Add +102.8% 13,648 $1.1M
McNamara Financial Services, Inc. 0.23% Reduce -0.5% 13,648 $1.1M
Winthrop Advisory Group LLC 0.11% Add +249.7% 13,625 $1.1M
Apollon Financial, LLC 0.24% Add +58.6% 13,553 $1.1M
Realta Investment Advisors 0.45% Reduce -13.5% 13,533 $1.1M
Columbia Asset Management 0.22% Add +0.3% 13,515 $1.1M
New Century Financial Group, LLC 1.32% Add +256.1% 13,489 $1.1M
Koss-Olinger Consulting, LLC 0.09% Add +54.7% 13,489 $1.1M
Wolff Wiese Magana LLC 0.70% Add +12.4% 13,475 $1.1M
Darden Wealth Group Inc 0.68% New 13,426 $1.1M
Pinney & Scofield, Inc. 0.76% Add +6.6% 13,426 $1.1M
Continental Investors Services, Inc. 2.01% Add +12.2% 12,695 $1.1M
Bar Harbor Wealth Management 0.07% Add +27.2% 13,364 $1.1M
Sachetta, LLC 0.44% Reduce -1.0% 13,350 $1.1M
MFA Wealth Services 0.83% Add +2.4% 13,234 $1.1M
Sage Mountain Advisors LLC 0.07% Add +38.2% 13,215 $1.1M
Finley Financial, LLC 0.55% Add +1.4% 13,125 $1.1M
JNBA Financial Advisors 0.11% Reduce -1.9% 13,099 $1.1M
Breakwater Capital Group 0.18% Reduce -2.5% 13,034 $1.1M
Compass Ion Advisors, LLC 0.12% Reduce -1.6% 13,009 $1.1M
Well Done, LLC 0.20% Add +55.2% 12,940 $1.1M
Lazari Capital Management, Inc. 0.41% Reduce -2.4% 12,888 $1.1M
Welch & Forbes LLC 0.01% Reduce -10.7% 12,818 $1.1M
DBK Financial Counsel, LLC 0.97% No change 12,802 $1.1M
FFT Wealth Management LLC 0.21% Add +10.3% 12,697 $1.1M
First Manhattan Co. Llc. 0.00% Add +3.0% 12,775 $1.1M
Lodestar Private Asset Management LLC 0.12% New 12,749 $1.1M
Strata Wealth Advisors, LLC 0.29% Reduce -13.4% 12,729 $1.1M
Goelzer Investment Management, Inc. 0.06% Add +9.6% 12,717 $1.1M
NorthStar Asset Management LLC 0.56% Add +7.6% 12,670 $1.1M
Davidson Trust Co. 0.49% Add +0.9% 12,627 $1.1M
Kovack Advisors, Inc. 0.10% Add +2.5% 12,583 $1.1M
Cypress Capital Group 0.13% Add +5.1% 12,545 $1.0M
FSM Wealth Advisors, LLC 0.17% Add +3.0% 12,661 $1.0M
GDS Wealth Management 0.08% Add +3.3% 12,450 $1.0M
Ascentis Independent Advisors 0.19% Add +4.4% 12,414 $1.0M
Calton & Associates, Inc. 0.18% Add +2.3% 12,414 $1.0M
PCG Asset Management, LLC 0.88% Add +1.5% 12,305 $1.0M
WealthPlan Investment Management, LLC 0.07% New 12,260 $1.0M
K2 Financial Inc. 0.90% Reduce -1.7% 12,450 $1.0M
Clarendon Private LLC 0.98% Add +1.8% 12,224 $1.0M
Sheets Smith Wealth Management 0.12% Add +268.4% 12,172 $1.0M
Insigneo Advisory Services, LLC 0.09% Add +120.7% 12,120 $1.0M
Salem Investment Counselors Inc. 0.03% Add +1.1% 12,109 $1.0M
American Trust 0.10% Add +302.4% 12,080 $1.0M
Two West Capital Advisors LLC 0.66% Add +5.0% 11,832 $1.0M
Novus Advisors, LLC 1.53% Reduce -6.8% 12,010 $1.0M
Peterson Wealth Services 0.27% Add +0.1% 11,973 $1000K
Blue Fin Capital, Inc. 0.17% Reduce -21.1% 11,969 $999K
Noesis Capital Mangement Corp. 0.17% Reduce -0.4% 11,919 $995K
Peoples Bank 0.61% Add +1.0% 11,918 $995K
Sandhill Capital Partners LLC 0.07% Add +14.8% 11,856 $990K
Bristlecone Advisors, LLC 0.08% Reduce -44.7% 11,829 $987K
Sharp Wealth Advisory, LLC 0.64% Reduce -20.1% 11,803 $985K
M1 Capital Management LLC 0.50% Add +66.8% 11,778 $983K
Seven Springs Wealth Group, LLC 0.25% No change 11,729 $979K
HUB Investment Partners, LLC 0.03% Add +9.7% 11,679 $975K
Segall Bryant & Hamill, LLC 0.01% No change 11,664 $974K
Access Financial Services, Inc. 0.37% Add +2.0% 11,657 $973K
Headinvest, LLC 0.21% Add +7.8% 11,653 $973K
FSC Wealth Advisors, LLC 0.61% Reduce -1.3% 11,636 $971K
Centaurus Financial, Inc. 0.06% Reduce -1.0% 11,621 $970K
CM Wealth Advisors LLC 0.28% Add +3.9% 11,573 $966K
Kwmg, LLC 0.09% Reduce -3.8% 11,529 $962K
Evensky & Katz LLC 0.06% Reduce -1.2% 11,494 $960K
Plimoth Trust Co. LLC 0.23% New 11,455 $956K
Bestgate Wealth Advisors, LLC 1.97% No change 12,590 $952K
Brady Family Wealth, LLC 0.29% Add +0.2% 11,401 $952K
Ibex Wealth Advisors 0.10% New 11,399 $952K
Joel Isaacson & Co., LLC 0.04% Add +56.1% 11,371 $949K
McGlone Suttner Wealth Management, Inc. 0.14% Reduce -17.2% 11,352 $948K
Essex Bank 0.23% Reduce -4.4% 11,341 $947K
Truefg, LLC 0.28% Reduce -1.3% 11,277 $941K
Ellenbecker Investment Group 0.15% Add +0.1% 11,275 $941K
Hilltop Holdings Inc. 0.06% Reduce -87.1% 11,209 $936K
Westmount Partners, LLC 0.25% Reduce -5.8% 11,104 $927K
Old Mission Investment Co LLC 0.25% Reduce -0.3% 11,097 $926K
Fulcrum Capital LLC 0.19% Add +31.6% 11,026 $920K
Old Second National Bank of Aurora 0.20% Add +5.4% 10,996 $918K
Holland Advisory Services, Inc. 1.34% Add +3.3% 10,961 $915K
Paragon Private Wealth Management, LLC 0.36% Add +28.1% 10,883 $909K
Pitcairn Co. 0.06% Reduce -5.1% 10,870 $907K
Shayne & Jacobs, LLC 0.30% No change 10,869 $907K
Painted Porch Advisors LLC 0.37% Add +66.1% 10,827 $904K
Tranquility Partners, LLC 0.32% Add +3.6% 10,778 $900K
Cadence Bank 0.06% Add +1.3% 10,753 $898K
Presilium Private Wealth, LLC 0.18% Add +0.4% 10,699 $893K
Abc Arbitrage SA 0.10% Reduce -90.7% 10,663 $890K
First Citizens Financial Corp 0.49% Reduce -17.2% 10,652 $889K
Victory Financial Group, LLC 0.14% Reduce -19.6% 10,633 $888K
CoreCap Advisors, LLC 0.04% Add +2.6% 10,626 $887K
GM Advisory Group, LLC 0.04% Add +28.4% 10,509 $877K
Cypress Wealth Services, LLC 0.16% Add +1.2% 10,498 $876K
PAX Financial Group, LLC 0.17% Reduce -9.7% 10,450 $872K
Investmark Advisory Group LLC 0.41% Add +2.9% 10,434 $871K
Alpine Bank Wealth Management 0.13% No change 10,425 $870K
Eastern Bank 0.02% Add +19.0% 10,424 $870K
Gryphon Financial Partners LLC 0.11% Add +6.0% 10,423 $870K
Smith, Moore & Co. 0.07% Add +3.3% 10,423 $870K
TCI Wealth Advisors, Inc. 0.06% Add +12.4% 10,303 $860K
Garde Capital, Inc. 0.05% Reduce -9.2% 10,249 $856K
Elm Partners Management LLC 0.05% Add +7.6% 10,239 $855K
Elevatus Welath Management 0.28% No change 10,216 $853K
Mitchell McLeod Pugh & Williams Inc. 0.16% No change 10,183 $850K
REAP Financial Group, LLC 0.20% Add +5.2% 10,174 $849K
West Michigan Advisors, LLC 0.24% Add +1.7% 10,163 $848K
First Commonwealth Financial Corp 0.18% Add +0.2% 10,063 $840K
Willis Johnson & Associates, Inc. 0.06% Add +25.3% 10,049 $839K
Talon Private Wealth, LLC 0.12% Add +6.8% 10,041 $838K
Capital Group Private Client Services, Inc. 0.01% Add +41.8% 10,036 $838K
Richards, Merrill & Peterson, Inc. 0.40% Add +2.2% 9,995 $834K
Catalyst Private Wealth, LLC 0.37% Add +12.0% 9,945 $830K
Northside Capital Management, LLC 0.06% No change 9,927 $829K
Human Investing LLC 0.13% Add +9.3% 9,871 $824K
Beacon Financial Advisory LLC 0.21% Reduce -0.3% 9,867 $824K
Silver Oak Securities, Incorporated 0.07% Reduce -4.5% 9,861 $823K
Patron Partners, LLC 0.41% Add +12.8% 9,853 $823K
Harbor Group, Inc. 0.15% Reduce -0.6% 9,827 $820K
Verum Partners LLC 0.19% Add +0.9% 9,810 $819K
First American Trust, FSB 0.07% Add +0.5% 9,793 $818K
Vista Capital Partners, Inc. 0.09% Add +44.4% 9,774 $816K
Dudley Capital Management, LLC 0.41% Reduce -5.2% 9,723 $812K
GW&K Investment Management, LLC 0.01% Add +15.8% 9,704 $810K
GC Wealth Management RIA, LLC 0.07% Add +96.8% 9,697 $810K
Cantor Fitzgerald Investment Advisors L.P. 0.06% No change 9,678 $808K
Arax Advisory Partners 0.04% Add +1.0% 9,664 $807K
Elgethun Capital Management 0.16% Add +6.4% 9,636 $804K
SeaCrest Wealth Management, LLC 0.09% Add +0.6% 9,633 $804K
Private Wealth Advisors, LLC 0.31% Add +1.3% 9,586 $800K
RCS Financial Planning, LLC 0.40% Add +1.5% 9,555 $798K
Pine Valley Investments Ltd Liability Co 0.05% Add +39.3% 9,553 $798K
Aspen Wealth Management LLC 0.20% Add +1.8% 9,533 $796K
tru Independence LLC 0.23% Reduce -0.4% 9,491 $792K
Moss Adams Wealth Advisors LLC 0.07% New 9,351 $781K
Orleans Capital Management Corp. 0.41% New 9,350 $781K
Drucker Wealth 3.0, LLC 0.15% Reduce -16.6% 9,306 $780K
TD Capital Management LLC 0.07% Add +0.6% 9,341 $780K
JFG Wealth Management, LLC 0.16% Reduce -0.1% 9,311 $777K
Wealth Management Partners, LLC 0.27% Reduce -3.7% 9,405 $777K
International Assets Investment Management, LLC 0.06% Add +7.8% 9,285 $775K
Ausdal Financial Partners, Inc. 0.05% Add +55.9% 9,270 $774K
Beverly Hills Private Wealth, LLC 0.15% Add +0.0% 9,250 $772K
G&S Capital LLC 0.30% Reduce -11.4% 9,179 $766K
Davis R M Inc. 0.01% Reduce -8.9% 9,170 $766K
First National Bank Sioux Falls 0.28% No change 9,167 $765K
Unique Wealth Strategies, LLC 0.32% Reduce -23.8% 9,158 $765K
Sutton Place Investors LLC 0.46% Reduce -1.8% 9,153 $764K
Financial & Tax Architects, LLC 0.19% Add +31.8% 9,136 $763K
Simmons Bank 0.05% Add +12.0% 9,090 $759K
Fortis Advisors, LLC 0.48% Add +234.5% 9,066 $757K
Bulwark Capital Corp 0.64% — 9,065 $757K
Schrum Private Wealth Management LLC 0.60% Add +11.0% 9,025 $753K
Nichols & Pratt Advisers LLP 0.05% New 9,000 $751K
Mayfair Advisory Group, LLC 0.35% No change 8,834 $747K
KDK Private Wealth Management, LLC 0.80% Reduce -2.3% 8,934 $746K
CRA Financial Services, LLC 0.11% Add +0.8% 8,921 $745K
Haverford Financial Services, Inc. 0.22% No change 8,900 $743K
Partners in Financial Planning 0.14% Add +1.3% 8,893 $742K
Frank, Rimerman Advisors LLC 0.05% No change 8,884 $742K
Keel Point, LLC 0.05% No change 8,875 $741K
Procyon Advisors, LLC 0.07% Add +27.7% 8,864 $739K
Fermata Advisors, LLC 0.20% Add +3.0% 8,847 $739K
Jamison Private Wealth Management, Inc. 0.11% Add +126.0% 8,814 $736K
Quad-Cities Investment Group, LLC 0.33% Add +0.4% 8,782 $733K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +120.7% 8,698 $725K
WealthShield Partners, LLC 0.09% Add +1.3% 8,675 $724K
Barrett & Company, Inc. 0.27% New 8,668 $724K
Moors & Cabot, Inc. 0.03% Add +47.5% 8,614 $719K
SOA Wealth Advisors, LLC. 0.13% Add +11.9% 8,580 $716K
Barnes Dennig Private Wealth Management LLC 0.86% Add +610.3% 8,552 $714K
Insight Inv LLC 0.48% Reduce -0.9% 8,530 $712K
Cobblestone Capital Advisors LLC 0.04% Reduce -11.9% 8,520 $711K
Legacy Private Trust Co. 0.05% Reduce -30.4% 8,474 $707K
Cardinal Strategic Wealth Guidance 0.20% Reduce -9.3% 8,448 $705K
CPC Advisors, LLC 0.09% No change 8,447 $705K
Glassman Wealth Services 0.11% Add +7.4% 8,435 $704K
Clear Harbor Asset Management, LLC 0.05% Add +3.3% 8,426 $703K
Bridgewater Advisors Inc. 0.05% Add +214.8% 8,438 $702K
Founders Financial Alliance, LLC 0.16% Add +3.9% 8,385 $700K
Johnson Financial Group, LLC 0.07% No change 8,381 $700K
Renasant Bank 0.47% Add +10.3% 8,376 $699K
One Wealth Advisors, LLC 0.10% Reduce -5.6% 8,360 $698K
Lyell Wealth Management, LP 0.06% No change 8,335 $696K
Talisman Wealth Advisors LLC 0.63% Reduce -6.8% 8,264 $690K
Kelman-Lazarov, Inc. 0.11% Add +3.6% 8,249 $689K
Kohmann Bosshard Financial Services, LLC 0.08% Add +26.4% 8,164 $682K
Resolute Wealth Advisor, Inc. 0.39% — 7,528 $682K
Investor's Fiduciary Advisor Network, LLC 0.25% Reduce -8.7% 8,163 $681K
Voisard Asset Management Group, Inc. 0.18% No change 8,150 $680K
Oxford Financial Group, LTD. LLC 0.04% Reduce -12.9% 8,038 $671K
Genesis Wealth Advisors, LLC 0.50% Reduce -11.6% 8,034 $671K
Stonebridge Capital Advisors LLC 0.05% Add +33.8% 7,986 $667K
Wise Wealth Partners 1.11% Add +2.5% 7,962 $665K
Live Oak Private Wealth LLC 0.10% Reduce -0.3% 7,960 $665K
City Holding Co. 0.09% Reduce -0.7% 7,950 $664K
Mitchell Capital Management Co. 0.12% Reduce -19.6% 7,997 $660K
Armstrong, Fleming & Moore, Inc 0.36% New 7,902 $660K
Millennium Management 0.00% Reduce -41.0% 7,889 $659K
Ethos Financial Group, LLC 0.06% Reduce -24.9% 7,863 $656K
BlackDiamond Wealth Management, LLC 0.38% Add +27.7% 7,874 $656K
Selective Wealth Management, Inc. 0.24% No change 7,764 $651K
Millington Financial Advisors, LLC 0.33% Add +0.7% 7,613 $651K
High Falls Advisors, Inc 0.14% Add +1.7% 7,754 $647K
Equitable Trust Co. 0.03% Reduce -3.2% 7,746 $647K
Signal Advisors Wealth, LLC 0.05% Reduce -28.3% 7,695 $642K
Root Financial Partners, LLC 0.06% Reduce -12.5% 7,684 $641K
Certuity, LLC 0.06% Add +2.7% 7,648 $638K
DF Dent & Co. Inc. 0.01% Add +122.5% 7,630 $637K
Blue Chip Partners, LLC 0.05% Reduce -3.6% 7,624 $636K
Childress Capital Advisors, LLC 0.16% Reduce -9.9% 7,613 $636K
Vantage Financial Partners, LLC 0.15% Reduce -53.3% 7,588 $633K
Northeast Financial Group, Inc. 0.20% Add +63.4% 7,541 $630K
NTV Asset Management LLC 0.07% Add +7.0% 7,521 $628K
United Bank 0.08% Reduce -1.2% 7,521 $628K
Kingsman Wealth Management, Inc. 0.39% Add +1.8% 7,480 $624K
Inscription Capital, LLC 0.09% Reduce -0.1% 7,462 $623K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Reduce -3.8% 7,423 $620K
River Street Advisors LLC 0.27% New 7,412 $619K
Sachem Hill LLC 0.13% Reduce -3.2% 7,403 $618K
Calydon Capital 0.06% Add +100.0% 7,384 $616K
Eaton Financial Holdings Company, LLC 0.19% Add +0.1% 7,375 $616K
Northwest Capital Management Inc 0.33% Reduce -3.9% 7,367 $615K
Maltin Wealth Management, Inc. 0.28% Add +0.8% 7,364 $615K
Key Financial Inc 0.12% Reduce -3.2% 7,356 $614K
New World Advisors LLC 0.13% Reduce -2.6% 7,356 $614K
Mission Creek Capital Partners, Inc. 0.14% Add +0.6% 7,351 $614K
KWB Wealth 0.07% Reduce -6.2% 8,083 $612K
Naples Global Advisors, LLC 0.05% Add +0.5% 7,280 $608K
Regatta Capital Group, LLC 0.10% Add +2.6% 7,272 $607K
RDA Financial Network 0.16% Add +50.3% 7,263 $606K
Madison Asset Management, LLC 0.01% Add +58.3% 7,253 $605K
Mosaic Family Wealth Partners, LLC 0.08% Reduce -11.1% 7,250 $605K
Private Wealth Partners, LLC 0.05% No change 7,081 $591K
RVW Wealth, LLC 0.05% Add +4.8% 7,054 $589K
Farmers & Merchants Investments Inc. 0.02% Add +84.4% 7,037 $587K
Blue Oak Capital, LLC 0.31% No change 7,030 $587K
Institute for Wealth Management, LLC. 0.07% Reduce -1.6% 7,029 $587K
Hilltop Wealth Advisors, LLC 0.33% Reduce -4.5% 7,023 $586K
Kondo Wealth Advisors, Inc. 0.26% Add +27.8% 7,035 $586K
Archer Investment Corp 0.14% Reduce -0.5% 7,013 $585K
FPC Investment Advisory, Inc. 0.37% No change 7,023 $584K
Hills Bank & Trust Co 0.04% Add +36.4% 6,978 $583K
Smith Thornton Advisors LLC 0.33% No change 6,970 $582K
Horizon Wealth Management, LLC 0.10% Reduce -0.8% 6,960 $581K
Uptick Partners, LLC 0.17% Add +51.8% 6,946 $580K
Elevation Wealth Partners, LLC 0.23% Reduce -1.8% 6,874 $574K
Sand Hill Global Advisors, LLC 0.02% Reduce -17.2% 6,872 $574K
Radnor Capital Management, LLC 0.09% No change 6,863 $573K
Creekmur Asset Management LLC 0.10% Add +18.1% 6,794 $567K
Citizens National Bank Trust Department 0.11% Reduce -1.5% 6,747 $563K
Keb Asset Management, LLC 0.14% Add +49.4% 6,720 $561K
Summit Investment Advisors, Inc. 0.46% Add +1.4% 6,816 $557K
Grand Wealth Management, LLC 0.29% Reduce -6.0% 6,646 $555K
LJI Wealth Management, LLC 0.10% Reduce -3.1% 6,642 $554K
Vertex Planning Partners, LLC 0.12% Add +15.9% 6,639 $554K
Planning Alternatives Ltd. 0.08% Reduce -0.6% 6,631 $554K
Quadcap Wealth Management, LLC 0.07% Reduce -2.3% 6,618 $552K
RHS Financial, LLC 0.31% Reduce -59.0% 6,554 $547K
Landing Point Financial Group, LLC 0.34% Add +1.3% 6,553 $547K
Centurion Wealth Management LLC 0.16% Add +0.1% 6,552 $547K
Financial Perspectives, Inc 0.17% Add +5.1% 6,545 $546K
D'Orazio & Associates, Inc. 0.08% Add +6.5% 6,512 $544K
Kennebec Savings Bank 0.53% Reduce -2.7% 6,476 $541K
Kraft, Davis & Associates, LLC 0.15% Add +26.6% 6,477 $540K
Alta Wealth Advisors LLC 0.25% Add +4.6% 6,465 $540K
Accredited Investors Inc. 0.03% Reduce -6.6% 6,410 $535K
Ironwood Financial, llc 0.11% No change 7,067 $535K
MTM Financial Group, LLC 0.29% Add +0.9% 6,386 $533K
Fort Washington Investment Advisors Inc. 0.00% Reduce -2.6% 6,375 $532K
Glass Jacobson Investment Advisors llc 0.20% Reduce -27.0% 6,365 $531K
Sebold Capital Management, Inc. 0.33% Reduce -1.4% 6,358 $531K
Keudell/Morrison Wealth Management 0.12% Reduce -0.2% 6,349 $530K
Gradient Capital Advisors, LLC 0.16% Reduce -1.8% 6,342 $529K
Dearborn Partners LLC 0.02% Add +36.9% 6,312 $527K
Versant Capital Management, Inc 0.08% Reduce -2.3% 6,299 $526K
Advisor OS, LLC 0.05% Add +0.1% 6,287 $525K
Tidal Investments LLC 0.00% Reduce -11.7% 6,276 $524K
Golden Road Advisors LLC 0.35% Add +14.6% 6,264 $523K
Next Level Wealth Planning, LLC 0.33% Reduce -20.0% 6,243 $521K
EPG Wealth Management LLC 0.16% Add +0.1% 6,240 $521K
J.Safra Asset Management Corp 0.04% New 6,239 $521K
Cypress Point Wealth Management, LLC 0.13% Reduce -21.3% 6,225 $520K
CBIZ Investment Advisory Services, LLC 0.02% Reduce -3.3% 6,214 $519K
Rockland Trust Co. 0.03% Add +64.1% 6,201 $518K
Chicago Wealth Management, Inc. 0.25% No change 6,171 $515K
Lavaca Capital LLC 0.21% Reduce -11.0% 6,145 $513K
Oarsman Capital, Inc. 0.08% Reduce -15.6% 6,145 $513K
Enzi Wealth 0.19% No change 6,173 $513K
Appleton Partners Inc. 0.04% Add +13.2% 6,133 $512K
Sprinkle Financial Consultants LLC 0.31% Add +1.8% 6,110 $510K
Rathbones Group PLC 0.00% Reduce -6.4% 6,100 $509K
Angeles Wealth Management, LLC 0.03% Add +626.1% 6,085 $508K
Forum Financial Management, LP 0.01% Reduce -40.2% 6,074 $507K
Motco 0.05% Add +211.4% 6,193 $507K
Vista Investment Partners Ii, LLC 0.24% Reduce -22.0% 6,028 $503K
Stonekeep Investments, LLC 0.34% Add +58.8% 6,028 $503K
MontVue Capital Management, Inc. 0.36% No change 6,007 $501K
Dakota Wealth Management 0.01% Add +5.2% 5,964 $498K
Clarkston Capital Partners, LLC 0.01% No change 5,928 $495K
Triad Wealth Partners, LLC 0.10% Add +105.4% 5,926 $495K
Sensible Money, LLC 0.19% Add +0.1% 5,897 $492K
Navalign, LLC 0.14% Reduce -31.2% 5,889 $492K
Elite Life Management LLC 1.26% No change 5,884 $491K
CPA Asset Management Group, LLC 0.21% Reduce -3.0% 5,875 $490K
Sound Income Strategies, LLC 0.03% Add +2.0% 5,867 $490K
Advyzon Investment Management, LLC 0.11% New 5,847 $488K
Financial Gravity Companies, Inc. 0.10% — 5,835 $487K
Rossby Financial, LCC 0.18% Reduce -0.3% 5,784 $483K
Penobscot Wealth Management 0.17% New 5,771 $482K
TPG Financial Advisors, LLC 0.19% Reduce -13.2% 5,754 $480K
Carter Financial Group, INC. 0.31% — 5,736 $479K
MBA Advisors LLC 0.22% Add +2.3% 5,730 $478K
Henrickson Nauta Wealth Advisors, Inc. 0.17% No change 5,726 $478K
MidAtlantic Capital Management, Inc. 0.34% No change 5,719 $477K
BCGM Wealth Management, LLC 0.13% Reduce -1.7% 5,687 $475K
Hazlett, Burt & Watson, Inc. 0.19% Add +3.7% 5,678 $474K
Accredited Investor Services, LLC 0.36% No change 5,672 $473K
Berkeley, Inc 0.17% Add +0.5% 5,664 $473K
Beacon Capital Management, LLC 0.06% Add +12.4% 5,650 $472K
Unique Wealth, LLC 0.08% Add +20.4% 5,634 $470K
EnRich Financial Partners LLC 0.14% Add +0.5% 5,614 $469K
Burke & Herbert Bank & Trust Co. 0.10% No change 5,613 $469K
Parkside Advisors LLC 0.10% New 5,608 $468K
Birch Hill Investment Advisors LLC 0.02% Reduce -1.2% 5,596 $467K
Trust Co 0.05% No change 5,553 $464K
International Private Wealth Advisors LLC 0.40% Reduce -15.3% 5,546 $463K
Townsend Asset Management Corp. /NC/ 0.17% No change 5,519 $461K
Maryland Capital Advisors Inc. 0.18% No change 5,497 $459K
Richardson Financial Services Inc. 0.31% Add +3.4% 5,483 $457K
Tran Capital Management, L.P. 0.05% Add +15.3% 5,465 $456K
DDFG, Inc 0.11% Add +1.3% 5,453 $455K
Hill Investment Group Partners, LLC 0.06% Reduce -13.1% 5,433 $454K
Plan A Wealth LLC 0.26% Reduce -34.5% 5,398 $451K
Ellerson Group Inc. 0.32% New 5,391 $450K
Schaper Benz & Wise Investment Counsel Inc. 0.03% Reduce -1.8% 5,370 $448K
Sharkey, Howes & Javer 0.06% Reduce -9.7% 5,369 $448K
Phillips Wealth Planners LLC 0.41% Add +0.1% 5,369 $447K
Whipplewood Advisors, LLC 0.25% Reduce -75.5% 5,356 $447K
Financial Management Professionals, Inc. 0.05% Reduce -1.1% 5,354 $447K
Berger Financial Group, Inc 0.03% Reduce -1.6% 5,354 $447K
Carnegie Investment Counsel 0.01% Add +4.5% 5,330 $445K
Heritage Financial Services, LLC 0.04% Add +44.0% 5,330 $445K
Fairman Group, LLC 0.36% Reduce -9.7% 5,302 $443K
Mullaney, Keating & Wright, Inc. 0.29% Add +1.1% 5,269 $440K
Inlet Private Wealth, LLC 0.11% Reduce -6.9% 5,265 $440K
Rosenberg Matthew Hamilton 0.10% Add +9.4% 5,259 $439K
Bourgeon Capital Management LLC 0.09% No change 5,251 $438K
Range Financial Group LLC 0.17% Reduce -2.5% 5,212 $435K
Optivise Advisory Services LLC 0.22% Add +7.2% 5,207 $435K
Compass Financial Services Inc 0.21% Add +1.1% 5,183 $433K
Stolper Co 0.14% Add +11.7% 5,177 $432K
Capital Planning LLC 0.14% Reduce -75.0% 5,159 $431K
Legacy Capital Wealth Partners, LLC 0.10% Reduce -15.2% 10,826 $430K
MAS Advisors LLC 0.70% Reduce -1.1% 5,145 $430K
Gray Private Wealth, LLC 0.23% Reduce -31.2% 5,142 $429K
First National Bank of Hutchinson 0.27% Reduce -15.0% 5,121 $428K
Gould Asset Management LLC 0.08% Reduce -2.4% 5,097 $425K
Sfmg, LLC 0.03% Reduce -26.4% 5,080 $424K
HRC Wealth Management, LLC 0.23% Add +8.1% 5,076 $424K
Crown Wealth Group, LLC 0.16% New 5,068 $423K
Riverwater Partners LLC 0.20% Add +2.7% 5,057 $422K
Copia Wealth Management 0.35% Add +6.6% 5,020 $419K
Golden State Wealth Management, LLC 0.05% Add +1.1% 5,011 $418K
Mach-1 Financial Group, LLC 0.12% New 5,005 $418K
Avantax Planning Partners, Inc. 0.01% Add +41.2% 5,000 $417K
Watts Gwilliam & Co., LLC 0.07% Reduce -18.8% 4,779 $417K
Everstar Asset Management, LLC 0.25% No change 4,985 $416K
Anchor Capital Advisors LLC 0.01% No change 4,975 $415K
Retirement Planning Group, LLC 0.02% Reduce -1.8% 4,974 $415K
MorganRosel Wealth Management, LLC 0.11% Reduce -18.8% 4,966 $415K
Clarity Capital Partners LLC 0.15% Reduce -57.5% 4,915 $410K
Chapin Davis, Inc. 0.11% Add +14.2% 4,914 $410K
Walkner Condon Financial Advisors LLC 0.08% Add +27.2% 4,911 $410K
Fortitude Family Office, LLC 0.14% No change 4,903 $409K
Lake Street Private Wealth, LLC 0.06% Add +3.0% 4,869 $407K
IFC Advisors LLC 0.08% Reduce -20.9% 4,861 $406K
Destiny Wealth Partners, LLC 0.05% Reduce -1.1% 4,857 $405K
Gateway Wealth Partners, LLC 0.08% Reduce -4.8% 4,831 $403K
Shared Vision Wealth Group LLC 0.20% Reduce -0.6% 4,922 $403K
Ashford Advisors, LLC 0.09% New 3,685 $403K
Cairn Investment Group, Inc. 0.21% No change 4,811 $402K
MJP Associates Inc. 0.06% Add +0.1% 4,800 $401K
Delta Wealth Advisors LLC 0.33% New 4,786 $400K
Burt Wealth Advisors 0.09% Add +0.3% 4,785 $399K
Satovsky Asset Management LLC 0.08% Add +1.8% 4,765 $398K
QTR Family Wealth, LLC 0.25% Add +0.4% 4,759 $397K
Legacy Financial Group LLC 0.06% Add +7.6% 4,740 $396K
Brown, Lisle/Cummings, Inc. 0.11% No change 4,735 $395K
Kathmere Capital Management, LLC 0.03% Reduce -14.8% 4,709 $393K
LaSalle St. Investment Advisors, LLC 0.11% Reduce -2.8% 4,703 $392K
River Wealth Advisors LLC 0.05% Reduce -21.6% 4,682 $391K
Round Rock Advisors LLC 0.07% No change 4,673 $390K
Nixon Peabody Trust Co. 0.03% Add +5.3% 4,663 $389K
Clark Capital Management Group, Inc. 0.00% Reduce -3.8% 4,660 $389K
Centennial Wealth Advisory LLC 0.12% Add +0.3% 4,648 $388K
Liberty Square Wealth Partners LLC 0.13% No change 4,638 $387K
Lifelong Wealth Advisors, Inc. 0.13% No change 4,628 $386K
CGN Advisors LLC 0.03% Reduce -0.4% 4,606 $385K
GLOBALT Investments LLC / GA 0.01% No change 4,592 $383K
Pennington Partners & Co., LLC 0.21% Reduce -3.9% 4,588 $383K
Capital Advisors Inc. 0.01% Reduce -98.8% 4,571 $382K
Uptown Financial Advisors LLC 0.35% New 4,568 $381K
Sentinel Pension Advisors, LLC 0.06% Reduce -0.4% 4,547 $380K
GSG Advisors LLC 0.11% Reduce -10.7% 4,546 $380K
Samalin Investment Counsel, LLC 0.15% Add +1.8% 4,544 $379K
Kera Capital Partners, Inc. 0.07% Add +0.8% 4,542 $379K
Fortress Financial Group, LLC 0.32% Reduce -75.7% 4,538 $379K
Blue Barn Wealth, LLC 0.18% Reduce -23.1% 4,612 $378K
Summit Global Investments 0.02% Reduce -6.4% 4,523 $378K
Compass Capital Corp. /Ma/ 0.18% Reduce -42.8% 4,475 $377K
Theory Financial LLC 0.14% No change 4,604 $377K
PUREfi Wealth, LLC 0.30% Add +15.4% 4,512 $377K
Ballast Advisors LLC 0.11% Reduce -1.7% 4,506 $376K
Efficient Advisors, LLC 0.02% Reduce -8.9% 4,499 $376K
Pflug Koory, LLC 0.19% No change 4,493 $375K
Obermeyer Wealth Partners 0.02% Add +2.1% 4,491 $375K
Global Trust Asset Management, LLC 0.20% Reduce -8.5% 4,477 $374K
Seeds Investor LLC 0.09% Add +24.9% 4,447 $371K
OneAscent Financial Services LLC 0.03% Add +15.2% 4,450 $371K
PBMares Wealth Management LLC 0.07% Reduce -4.0% 4,430 $370K
Marble Harbor Investment Counsel, LLC 0.04% No change 4,423 $369K
Warren Street Wealth Advisors, LLC 0.12% Add +18.9% 4,406 $368K
Peak Retirement Planning, Inc. 0.15% Add +7.5% 4,400 $367K
Lowe Wealth Advisors, LLC 0.14% Add +2.3% 4,397 $367K
Secure Asset Management, LLC 0.07% Add +8.3% 4,395 $367K
Norris Perne & French LLP 0.03% No change 4,378 $365K
KFA Private Wealth Group, LLC 0.11% Add +1.5% 4,367 $365K
Rowlandmiller & Partners.adv 0.08% No change 4,358 $364K
Clearstead Trust, LLC 0.07% Add +86.7% 4,351 $363K
Vista Investment Management 0.13% Reduce -0.5% 4,351 $363K
First Financial Corp. 0.16% Reduce -5.8% 4,345 $363K
Running Point Capital Advisors, LLC 0.10% No change 4,332 $362K
Olistico Wealth, LLC 0.20% Add +4.1% 4,320 $361K
Amara Financial, Llc. 0.32% Add +30.0% 4,316 $360K
Horan Securities, Inc. 0.13% New 4,315 $360K
Hunter Associates Investment Management LLC 0.05% No change 4,321 $360K
Canal Capital Management, LLC 0.06% New 4,252 $355K
FC Advisory LLC 0.11% New 4,245 $354K
Baker Tilly Wealth Management, LLC 0.13% Add +0.1% 4,238 $354K
Hibernia Wealth Partners, LLC 0.13% New 4,237 $354K
Canandaigua National Trust Co of Florida 0.25% No change 4,230 $353K
Gries Financial LLC 0.06% Reduce -1.1% 4,228 $353K
Vident Advisory, LLC 0.00% Reduce -0.0% 4,214 $352K
Petra Financial Advisors Inc. 0.22% Reduce -25.8% 4,202 $351K
Gemmer Asset Management LLC 0.03% No change 4,190 $350K
Citadel Advisors 0.00% Reduce -88.7% 4,174 $348K
Twelve Points Wealth Management LLC 0.09% Add +0.6% 4,173 $348K
Hurley Capital, LLC 0.24% Reduce -1.9% 4,165 $348K
Anchor Investment Management, LLC 0.03% Add +17.4% 4,161 $347K
Grandfield & Dodd, LLC 0.02% New 4,155 $347K
KFG Wealth Management, LLC 0.06% Reduce -64.4% 4,155 $347K
Advisory Alpha, LLC 0.01% Reduce -7.5% 4,153 $347K
Cerro Pacific Wealth Advisors LLC 0.10% Add +34.1% 4,148 $346K
Alamar Capital Management, LLC 0.19% No change 4,142 $346K
BridgePort Financial Solutions, LLC 0.11% No change 4,134 $345K
DGS Capital Management, LLC 0.07% New 4,134 $345K
Payne Capital Management, LLC 0.13% No change 4,108 $343K
White Pine Capital LLC 0.11% Add +0.2% 4,099 $342K
CVFG LLC 0.27% Reduce -4.2% 4,095 $342K
Plante Moran Financial Advisors, LLC 0.02% Add +13.0% 4,092 $342K
Cardinal Point Capital Management ULC 0.03% Reduce -9.3% 4,088 $341K
SteelPeak Wealth, LLC 0.01% Reduce -27.0% 4,085 $341K
XY Planning Network, Inc. 0.12% New 4,060 $339K
VERITY Wealth Advisors 0.23% No change 4,050 $338K
Goldstone Financial Group, LLC 0.04% Add +14.4% 4,041 $338K
Holcombe Financial, Inc. 0.25% No change 4,033 $337K
WPG Advisers, LLC 0.28% Reduce -0.6% 4,029 $336K
Heritage Wealth Management, Inc. 0.11% Reduce -1.3% 4,028 $336K
Petros Family Wealth, LLC 0.31% Reduce -30.6% 4,016 $335K
American Capital Advisory, LLC 0.17% Reduce -22.4% 4,005 $334K
XML Financial, LLC 0.03% Add +29.1% 3,993 $333K
Register Financial Advisors LLC 0.15% Reduce -3.0% 3,988 $333K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +3.8% 3,978 $332K
Farrow Financial, Inc. 0.20% Reduce -2.3% 3,972 $332K
Global Financial Private Client, LLC 0.12% New 3,927 $328K
GatePass Capital, LLC 0.22% Reduce -17.1% 3,920 $327K
Community Financial Services Group, LLC 0.06% No change 3,903 $326K
Blue Investment Partners LLC 0.11% New 3,903 $326K
Financial Life Advisors 0.11% Reduce -15.7% 3,899 $325K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.07% New 3,861 $322K
ESL Trust Services, LLC 0.07% No change 3,828 $320K
Clarius Group, LLC 0.02% New 3,821 $319K
Adams Wealth Management 0.06% Reduce -12.0% 3,820 $319K
CacheTech Inc. 0.06% Reduce -12.0% 3,820 $319K
Serenus Wealth Advisors, LLC 0.05% No change 3,801 $317K
Leo Wealth, LLC 0.02% Add +8.1% 4,022 $317K
Thrive Capital Management, LLC 0.10% New 3,793 $317K
Little House Capital LLC 0.08% Reduce -22.8% 3,789 $316K
Steigerwald, Gordon & Koch Inc. 0.03% Reduce -5.6% 3,773 $315K
Cornell Pochily Investment Advisors, Inc. 0.10% Reduce -48.1% 3,772 $315K
Modus Advisors, LLC 0.09% Reduce -3.6% 3,762 $314K
Frazier Financial Advisors, LLC 0.22% Add +1.3% 3,761 $314K
Prevail Innovative Wealth Advisors, LLC 0.07% New 3,750 $313K
Seascape Capital Management 0.10% No change 3,750 $313K
Resurgent Financial Advisors LLC 0.17% Add +1.1% 3,728 $311K
M.E. Allison & Co., Inc. 0.25% Add +0.1% 3,711 $310K
FSA Advisors, Inc. 0.25% Add +0.9% 3,705 $309K
GTS Securities LLC 0.01% Reduce -86.3% 3,696 $309K
Northstar Asset Management Inc. 0.09% New 3,692 $308K
FSB Premier Wealth Management, Inc. 0.11% No change 3,690 $308K
Mosaic Financial Group, LLC 0.24% Add +1.1% 3,691 $308K
Financial Sense Advisors, Inc. 0.08% Add +19.2% 3,689 $308K
Metis Global Partners, LLC 0.01% New 3,689 $308K
Prospect Financial Services LLC 0.19% Add +20.2% 3,680 $307K
Roberts Glore & Co. Inc. 0.09% Reduce -4.0% 3,680 $307K
Geometric Wealth Advisors 0.05% New 3,670 $306K
Keener Financial Planning LLC 0.15% Add +30.9% 3,668 $306K
Lanark Financial, Inc. 0.02% Add +28.8% 3,634 $303K
Tevis Investment Management 0.19% Add +21.7% 3,622 $302K
Trust Co of the South 0.05% No change 3,617 $302K
Fairvoy Private Wealth, LLC 0.07% Reduce -17.6% 3,613 $302K
Latitude Advisors, LLC 0.15% Add +1.9% 3,602 $301K
Linscomb Wealth, Inc. 0.01% New 3,591 $300K
S&T Bank 0.09% No change 3,581 $299K
LVW Advisors, LLC 0.03% Reduce -0.5% 3,576 $298K
Austin Asset Management Co Inc 0.06% Reduce -2.7% 3,572 $298K
Towne Trust Company, N.A 0.10% No change 3,555 $297K
Melfa Wealth Management, Inc. 0.19% Add +0.2% 3,520 $294K
Balanced Rock Investment Advisors LLC 0.23% Reduce -4.1% 3,513 $293K
Key Client Fiduciary Advisors, LLC 0.12% Add +0.1% 3,488 $291K
Badgley Phelps Wealth Managers, LLC 0.01% Add +19.3% 3,484 $291K
Indie Asset Partners, LLC 0.53% Add +3.1% 3,480 $291K
Moloney Securities Asset Management, LLC 0.04% Add +11.8% 3,479 $290K
Insight Advisors, LLC/ PA 0.05% Add +0.2% 3,467 $289K
RTD Financial Advisors, Inc. 0.04% New 3,447 $288K
Baron Financial Group, LLC 0.17% Add +3.6% 3,429 $286K
Heritage Wealth Management, Inc./Texas 0.14% New 3,426 $286K
Upper Left Wealth Management, LLC 0.19% New 3,404 $284K
Burton Enright Welch 0.05% New 3,400 $284K
Sovran Advisors, LLC 0.03% Reduce -2.7% 3,391 $282K
Gerber, LLC 0.20% No change 3,357 $280K
Pinnacle Financial Group, LLC / IL 0.09% No change 3,350 $280K
Diversify Wealth Management, LLC 0.02% Add +2.9% 3,279 $279K
Gitterman Wealth Management, LLC 0.07% No change 3,347 $279K
Oxinas Partners, LLC 0.14% Reduce -1.6% 3,346 $279K
Red Door Wealth Management, LLC 0.03% Reduce -6.8% 3,338 $279K
Landmark Wealth Management, LLC 0.12% Reduce -0.3% 3,326 $278K
DKM Wealth Management, Inc. 0.24% No change 3,326 $278K
Garrison Point Advisors, LLC 0.13% New 3,325 $278K
Central Bank & Trust Co. 0.05% No change 3,324 $277K
Thrive Wealth Management, LLC 0.04% Add +0.8% 3,323 $277K
Edgemoor Investment Advisors, Inc. 0.02% Add +6.0% 3,320 $277K
Mirador Capital Partners LP 0.04% Add +14.4% 3,297 $275K
Concord Asset Management, LLC 0.04% New 3,289 $275K
Concord Wealth Partners 0.04% Add +7.2% 3,289 $275K
Thomasville National Bank 0.02% Reduce -3.1% 3,276 $273K
Centennial Bank 0.11% Reduce -3.0% 3,272 $273K
City State Bank 0.09% Reduce -1.8% 3,260 $272K
LexAurum Advisors, LLC 0.04% No change 3,251 $271K
Aureus Asset Management, LLC 0.02% Add +2.9% 3,234 $270K
Rothschild Capital Partners, LLC 0.07% Add +1.7% 3,233 $270K
Qube Research & Technologies Ltd 0.00% Reduce -92.1% 3,223 $269K
Nicholas Hoffman & Company, LLC. 0.01% Reduce -0.6% 3,213 $268K
Zullo Investment Group, Inc. 0.11% No change 3,207 $268K
Michels Family Financial, LLC 0.23% Add +0.5% 3,193 $267K
Plum Street Advisors, LLC 0.12% Add +1.6% 3,185 $266K
Correct Capital Wealth Management 0.05% No change 3,180 $265K
Nicolet Bankshares Inc. 0.05% New 3,180 $265K
First Heartland Consultants, Inc. 0.02% Add +145.9% 8,179 $265K
Insight Wealth Strategies, LLC 0.03% Add +0.3% 3,185 $265K
B.O.S.S. Retirement Advisors, LLC 0.07% Reduce -57.9% 3,173 $265K
GenTrust, LLC 0.01% Reduce -3.2% 3,169 $265K
North Berkeley Wealth Management, LLC 0.24% New 3,148 $263K
Bellwether Advisors, LLC 0.04% Add +0.1% 3,139 $262K
Lynx Investment Advisory 0.17% Add +1.0% 3,138 $262K
Burney Co./ 0.01% Reduce -22.9% 3,137 $262K
Avant Financial Advisors LLC 0.22% No change 3,137 $262K
Absolute Capital Management, LLC 0.13% Add +6.6% 3,134 $262K
Brand Asset Management Group, Inc. 0.10% No change 3,132 $261K
Coppell Advisory Solutions LLC 0.03% Reduce -86.1% 3,138 $261K
ORBA Wealth Advisors, L.L.C. 0.24% Reduce -78.2% 3,123 $261K
Vermillion & White Wealth Management Group, LLC 0.17% Add +0.2% 3,113 $260K
Capital Investment Counsel, Inc 0.03% Add +5.4% 3,107 $259K
Atlas Wealth LLC 0.13% Add +0.5% 3,112 $259K
Foundation Wealth Management, LLC 0.18% Add +1.8% 3,102 $259K
Guerra Pan Advisors, LLC 0.17% Add +0.5% 3,081 $257K
Wilson & Boucher Capital Management, LLC 0.18% No change 3,080 $257K
HBW Advisory Services LLC 0.03% Add +0.7% 3,070 $256K
Covestor Ltd 0.15% Reduce -8.9% 3,061 $256K
Detalus Advisors, LLC 0.07% Add +0.5% 3,042 $254K
Iams Wealth Management, LLC 0.12% No change 3,034 $253K
Camden National Bank 0.04% Reduce -4.5% 3,033 $253K
Measured Wealth Private Client Group, LLC 0.08% Reduce -1.2% 3,008 $251K
RFG - Bristol Wealth Advisors, LLC 0.08% New 3,006 $251K
Allium Financial Advisors, LLC 0.22% Add +4.5% 3,006 $251K
Axis Wealth Partners, LLC 0.16% Add +7.0% 3,000 $250K
Foster Victor Wealth Advisors, LLC 0.02% New 2,982 $250K
Beaumont Financial Advisors, LLC 0.02% Add +13.2% 2,995 $250K
Axiom Financial Strategies, LLC 0.14% New 2,982 $249K
Luken Investment Analytics, LLC 0.11% No change 2,982 $249K
Hardin Capital Partners, LLC 0.15% Add +0.9% 2,988 $249K
Beaird Harris Wealth Management, LLC 0.02% Add +36.0% 2,979 $249K
Peregrine Asset Advisers, Inc. 0.08% No change 2,974 $248K
Pines Wealth Management, LLC 0.09% Reduce -3.6% 2,952 $247K
Planwiser Financial, LLC 0.21% Reduce -26.7% 2,952 $246K
Private Capital Management, LLC 0.02% Add +1.8% 2,935 $245K
American National Bank & Trust 0.03% Reduce -5.7% 2,935 $245K
Argent Capital Management LLC 0.01% Reduce -5.9% 2,933 $245K
Christensen, King & Associates Investment Services, Inc. 0.11% Add +0.1% 2,930 $245K
Crux Wealth Advisors 0.10% Reduce -19.0% 2,895 $242K
Arbor Wealth Advisors LLC 0.20% No change 2,882 $241K
Capital Advisors Wealth Management, LLC 0.04% Reduce -0.5% 2,881 $241K
Formidable Asset Management, LLC 0.04% No change 3,177 $240K
Swan Global Investments, LLC 0.01% No change 2,860 $239K
Integris Wealth Management, LLC 0.06% Reduce -1.4% 2,857 $239K
First Trust Advisors LP 0.00% New 2,849 $238K
Strategic Financial Services, Inc. 0.01% Reduce -3.7% 2,848 $238K
West Wealth Group, LLC 0.06% Add +3.4% 2,843 $237K
Fifth Third Securities, Inc. 0.02% Reduce -72.9% 2,839 $237K
Vickerman Investment Advisors, Inc. 0.05% New 2,837 $237K
Allegheny Financial Group 0.05% New 2,830 $236K
Rothschild Investment LLC 0.01% Add +4.4% 2,830 $236K
Bogart Wealth, LLC 0.01% Reduce -8.8% 2,829 $236K
Wealth Forward, LLC 0.16% No change 2,826 $236K
SFG Wealth Management, LLC. 0.14% New 2,813 $235K
FourThought Financial Partners, LLC 0.02% New 2,812 $235K
Annis Gardner Whiting Capital Advisors, LLC 0.08% Add +72.9% 2,808 $234K
ABLE Financial Group, LLC 0.06% Reduce -1.8% 2,801 $234K
Seneca Financial Advisors LLC 0.09% Reduce -0.0% 2,800 $234K
Knuff & Co LLC 0.07% Reduce -20.7% 2,797 $233K
Intrepid Financial Planning Group LLC 0.10% New 2,795 $233K
Engineers Gate Manager LP 0.00% New 2,794 $233K
Total Clarity Wealth Management, Inc. 0.07% Reduce -26.1% 2,776 $232K
Cassaday & Co Wealth Management LLC 0.01% Reduce -33.0% 2,760 $230K
Somerset Trust Co 0.07% No change 2,756 $230K
MKT Advisors LLC 0.09% New 2,753 $229K
Fund Evaluation Group, LLC 0.01% New 2,746 $229K
Spirepoint Private Client, LLC 0.03% Reduce -10.2% 2,743 $229K
Almanack Investment Partners, LLC. 0.04% New 2,742 $229K
HighMark Wealth Management LLC 0.11% Reduce -17.8% 2,742 $229K
Baring Financial LLC 0.17% Add +0.3% 2,739 $229K
WealthBridge Capital Management, LLC 0.06% Reduce -13.5% 2,725 $227K
Harvest Investment Services, LLC 0.05% New 2,722 $227K
Kapstone Financial Advisors LLC 0.11% No change 2,721 $227K
Atlas Brown,Inc. 0.07% No change 2,719 $227K
Causey Wealth LLC 0.12% Reduce -30.7% 2,717 $227K
Activest Wealth Management 0.05% No change 2,711 $226K
KOM Wealth Management Group, LLC 0.18% Reduce -10.7% 2,683 $224K
Poinciana Advisors Group, LLC 0.20% New 2,678 $224K
Maripau Wealth Management LLC 0.11% Reduce -24.1% 2,675 $223K
Maple Capital Management, Inc. 0.02% New 2,672 $223K
My Legacy Advisors, LLC 0.08% Reduce -9.0% 2,656 $223K
Alpha Cubed Investments, LLC 0.01% Reduce -1.7% 2,660 $222K
Smithfield Trust Co 0.01% No change 2,651 $221K
ORG Partners LLC 0.05% Reduce -7.4% 2,638 $220K
Emprise Bank 0.11% Reduce -20.2% 2,633 $220K
Clifford Swan Investment Counsel LLC 0.01% New 2,632 $220K
Adamsbrown Wealth Consultants LLC 0.06% New 2,630 $220K
Mascoma Wealth Management LLC 0.05% Add +0.4% 2,625 $219K
Cherrydale Wealth Management, LLC 0.08% New 2,622 $219K
Flagstone Financial Management 0.06% New 2,611 $218K
Farnam Financial LLC 0.20% New 2,598 $217K
Bank of Nova Scotia 0.00% New 2,597 $217K
Atlas Private Wealth Advisors 0.03% Reduce -28.3% 2,593 $217K
FWG Investments, LLC. 0.16% New 2,591 $216K
First National Advisers, LLC 0.03% New 2,590 $216K
Titleist Asset Management, LLC 0.02% New 2,585 $216K
St Germain D J Co. Inc. 0.01% Add +113.0% 2,580 $215K
AlphaStar Capital Management, LLC 0.02% Reduce -19.8% 2,575 $215K
Hengehold Capital Management LLC 0.02% Reduce -35.9% 2,568 $214K
Armor Investment Advisors, LLC 0.08% Reduce -4.7% 2,556 $213K
Boston Trust Walden Corp 0.00% New 2,544 $212K
MY Wealth Management Inc. 0.20% New 2,541 $212K
Prosperity Planning, Inc. 0.09% Reduce -8.0% 2,535 $212K
JB Capital LLC 0.01% New 2,522 $211K
Transcendent Capital Group LLC 0.11% New 2,521 $210K
Weaver Consulting Group 0.06% New 2,502 $209K
Valtinson Bruner Financial Planning LLC 0.07% Reduce -15.4% 2,486 $208K
Bank Ozk 0.08% New 2,482 $207K
NWF Advisory Services Inc. 0.02% New 2,480 $207K
Arista Wealth Management, LLC 0.03% New 2,478 $207K
Clearwater Capital Advisors, LLC 0.02% New 2,474 $207K
Aspire Capital Advisors LLC 0.06% New 2,469 $206K
Evermay Wealth Management LLC 0.03% Add +8.7% 2,466 $206K
Tanglewood Legacy Advisors, LLC 0.08% No change 2,462 $206K
Good Life Advisors, LLC 0.01% New 2,458 $205K
Proffitt & Goodson Inc. 0.03% No change 2,457 $205K
Poehling Capital Management, INC. 0.05% New 2,444 $204K
Safeguard Investment Advisory Group, LLC 0.05% New 2,443 $204K
ShoreHaven Wealth Partners, LLC 0.08% New 2,442 $204K
AssuredPartners Investment Advisors, LLC 0.05% New 2,437 $203K
Fortis Capital Management LLC 0.03% New 2,432 $203K
Seven Mile Advisory 0.12% New 2,427 $203K
Signature Resources Capital Management, LLC 0.12% Reduce -0.2% 2,425 $202K
ProVise Management Group, LLC 0.02% Reduce -22.3% 2,422 $202K
Legacy Trust 0.05% Reduce -94.0% 2,415 $202K
White Lighthouse Investment Management Inc. 0.03% New 2,415 $202K
Annex Advisory Services, LLC 0.00% New 2,413 $201K
Sterling Investment Counsel, LLC 0.12% New 2,412 $201K
Grey Ledge Advisors, LLC 0.05% Add +305.7% 2,410 $201K
Shotwell Rutter Baer Inc 0.14% New 2,399 $200K
IMG Wealth Management, Inc. 0.15% Reduce -5.3% 2,386 $199K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +9.2% 2,366 $198K
Richardson Capital Management LLC 0.10% Add +1.2% 2,354 $196K
Tidemark, LLC 0.06% Reduce -5.4% 2,343 $196K
Provident Wealth Management, LLC 0.06% No change 2,324 $194K
Parkworth Wealth Management, Inc. 0.14% Add +0.5% 2,289 $191K
Optimum Investment Advisors 0.08% Add +4.5% 2,273 $190K
Glen Eagle Advisors, LLC 0.03% Add +158.6% 2,206 $184K
Armstrong Advisory Group, Inc. 0.01% Reduce -2.7% 2,201 $184K
TCTC Holdings, LLC 0.01% Reduce -35.4% 2,186 $183K
Total Investment Management Inc. 0.02% New 2,022 $169K
Twin Peaks Wealth Advisors, LLC 0.05% Reduce -34.9% 1,980 $169K
Nalls Sherbakoff Group, LLC 0.12% New 2,000 $167K
Avondale Wealth Management 0.09% No change 2,000 $167K
Smallwood Wealth Investment Management, LLC 0.10% Add +12.1% 1,994 $166K
Private Wealth Management Group, LLC 0.05% Reduce -23.0% 1,944 $162K
North Ridge Wealth Advisors, Inc. 0.10% Reduce -4.3% 1,925 $161K
Piscataqua Savings Bank 0.13% Add +74.9% 1,836 $153K
Bokf, NA 0.00% Reduce -8.0% 1,834 $153K
Stelac Advisory Services LLC 0.06% No change 1,770 $148K
Bfsg, LLC 0.02% Add +0.6% 1,762 $147K
Wood Tarver Financial Group, LLC 0.04% Add +6.9% 1,710 $142K
Curio Wealth, LLC 0.06% Add +165700.0% 1,658 $138K
Nemes Rush Group LLC 0.02% Add +579.1% 1,657 $138K
LGT Financial Advisors LLC 0.35% Add +10.5% 1,652 $138K
LFA - Lugano Financial Advisors SA 0.08% No change 1,628 $136K
Newton One Investments LLC 0.04% Add +43.2% 1,622 $135K
Bradley & Co. Private Wealth Management, LLC 0.08% No change 1,617 $135K
Kathleen S. Wright Associates Inc. 0.05% No change 1,601 $134K
BankPlus Trust Department 0.04% No change 1,572 $131K
Tradewinds Capital Management, LLC 0.03% No change 1,571 $131K
Marshall & Sterling Wealth Advisors Inc. 0.09% Reduce -10.7% 1,535 $128K
Indiana Trust & Investment Management Co 0.04% Add +8.7% 1,525 $127K
MPWM Advisory Solutions, LLC 0.08% Add +0.4% 1,524 $127K
Blue Bell Private Wealth Management, LLC 0.02% No change 1,514 $126K
CGC Financial Services, LLC 0.04% Reduce -99.7% 1,498 $125K
S.A. Mason LLC 0.06% New 1,493 $125K
Hemington Wealth Management 0.02% Add +1.8% 1,490 $124K
Robinswood Financial LLC 0.04% Reduce -0.5% 1,464 $122K
Pacifica Partners Inc. 0.05% Reduce -9.9% 1,452 $121K
Gen-Wealth Partners Inc 0.05% New 1,426 $119K
Centricity Wealth Management, LLC 0.09% No change 1,422 $119K
Kopp Family Office, LLC 0.08% No change 1,400 $117K
Beacon Capital Management, Inc. 0.01% New 1,386 $116K
Salomon & Ludwin, LLC 0.01% Reduce -1.2% 1,361 $114K
Reyes Financial Architecture, Inc. 0.10% Add +5.3% 1,358 $113K
Investors Research Corp 0.02% Reduce -68.8% 1,336 $112K
Trust Co. of Toledo NA 0.01% New 1,322 $110K
Crews Bank & Trust 0.02% No change 1,311 $109K
Bell Investment Advisors, Inc 0.02% Add +65300.0% 1,308 $109K
Pandora Wealth, Inc. 0.07% No change 1,280 $107K
GPS Wealth Strategies Group, LLC 0.01% Reduce -5.0% 1,278 $107K
Minot DeBlois Advisors LLC 0.10% No change 1,275 $106K
Evolution Wealth Management Inc. 0.13% — 1,256 $105K
Harbor Asset Planning, Inc. 0.10% — 1,253 $105K
Dunhill Financial, LLC 0.03% Add +9.2% 1,244 $104K
Pillar Financial Advisors, LLC 0.07% Reduce -27.5% 1,206 $101K
Pineridge Advisors LLC 0.04% Reduce -17.8% 1,188 $99K
Stone House Investment Management, LLC 0.02% Reduce -1.4% 1,150 $96K
Millstone Evans Group, LLC 0.07% Reduce -29.9% 1,148 $96K
Delta Asset Management LLC 0.01% No change 1,130 $94K
Oakworth Capital, Inc. 0.01% Reduce -20.5% 1,115 $93K
Holos Integrated Wealth LLC 0.06% Reduce -16.4% 1,082 $92K
MGB Wealth Management, LLC 0.03% New 1,088 $91K
Ameriflex Group, Inc. 0.05% Reduce -18.7% 1,089 $90K
Turim 21 Investimentos Ltda. 0.02% Add +131.0% 1,072 $89K
Provenance Wealth Advisors, LLC 0.01% No change 1,071 $89K
Redwood Park Advisors LLC 0.07% Reduce -6.0% 1,068 $89K
Legacy Investment Solutions, LLC 0.05% — 1,057 $88K
Legacy Wealth Managment, LLC 0.05% No change 1,057 $88K
Caldwell Sutter Capital, Inc. 0.04% No change 1,054 $88K
Wealth Preservation Advisors, LLC 0.05% No change 1,039 $87K
Cliffwater LLC 0.02% No change 1,036 $86K
SRH Advisors, LLC 0.03% No change 1,026 $86K
DHJJ Financial Advisors, Ltd. 0.03% Add +75.3% 1,017 $85K
Arlington Trust Co LLC 0.02% No change 990 $83K
Nova Wealth Management, Inc. 0.06% Reduce -11.2% 980 $82K
Addison Advisors LLC 0.02% New 965 $81K
Tucker Asset Management LLC 0.03% Add +493.1% 943 $79K
CarsonAllaria Wealth Management, Ltd. 0.04% No change 922 $77K
Capital A Wealth Management, LLC 0.82% Add +423.1% 1,041 $73K
Roxbury Financial LLC 0.07% Add +0.6% 877 $73K
HHM Wealth Advisors, LLC 0.01% No change 868 $72K
Rice Partnership, LLC 0.01% New 857 $72K
Essential Partners LLC 0.03% — 853 $71K
Sierra Ocean, LLC 0.05% No change 846 $71K
PFS Partners, LLC 0.04% Add +0.1% 840 $70K
Union Savings Bank 0.03% No change 841 $69K
Berkshire Money Management, Inc. 0.01% New 821 $69K
First Pacific Financial 0.01% No change 813 $68K
Evelyn Partners Asset Management Ltd 0.02% No change 801 $67K
Longview Financial Advisors LLC 0.04% No change 795 $66K
Front Row Advisors LLC 0.02% Add +695.0% 795 $66K
MRP Capital Investments, LLC 0.05% No change 790 $66K
Promus Capital, LLC 0.04% Add +288.5% 777 $65K
Aventura Private Wealth, LLC 0.03% New 757 $63K
Fiduciary Advisors, Inc. 0.06% No change 752 $63K
Twin Lakes Capital Management, LLC 0.04% No change 742 $62K
Missouri Trust & Investment Co 0.02% No change 700 $58K
First PREMIER Bank 0.01% No change 688 $57K
MTM Investment Management, LLC 0.02% No change 680 $57K
Atwood & Palmer Inc. 0.00% No change 663 $55K
Atticus Wealth Management, LLC 0.01% Add +392.5% 660 $55K
Sittner & Nelson, LLC 0.02% No change 658 $55K
Tacita Capital Inc 0.03% Reduce -38.1% 649 $54K
First Community Trust NA 0.04% Add +45.8% 646 $54K
United Community Bank 0.02% No change 631 $53K
Iron Horse Wealth Management, LLC 0.01% Add +100.7% 586 $49K
Cape Investment Advisory, Inc. 0.02% No change 553 $46K
Transce3nd, LLC 0.02% Reduce -2.1% 553 $46K
Pin Oak Investment Advisors Inc. 0.04% No change 615 $46K
Kimelman & Baird, LLC 0.00% No change 542 $45K
Chapman Financial Group, LLC 0.04% — 540 $45K
AllSquare Wealth Management LLC 0.02% No change 531 $44K
Hoey Investments, Inc. 0.01% Reduce -13.3% 528 $44K
Breakwater Investment Management 0.02% No change 519 $43K
Hanson & Doremus Investment Management 0.01% No change 511 $43K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +16.2% 510 $43K
Comprehensive Financial Planning, Inc. 0.03% No change 509 $42K
Medallion Wealth Advisors, LLC 0.02% Reduce -7.9% 468 $39K
Raleigh Capital Management Inc. 0.02% Add +442.2% 450 $38K
Family Legacy Financial Solutions, LLC 0.03% — 422 $35K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 419 $35K
N.E.W. Advisory Services LLC 0.00% Reduce -49.0% 397 $33K
Integrity Financial Corp 0.02% No change 396 $33K
Kiker Wealth Management, LLC 0.02% Reduce -59.3% 394 $33K
Darwin Wealth Management, LLC 0.01% Add +1.8% 391 $33K
Hopwood Financial Services, Inc. 0.02% No change 378 $32K
Main Street Group, LTD 0.01% No change 377 $31K
Hughes Financial Services, LLC 0.01% Reduce -31.0% 360 $30K
Cornerstone Planning Group LLC 0.01% Add +1.7% 356 $30K
Blume Capital Management, Inc. 0.01% Reduce -8.6% 350 $29K
Curat Global, LLC 0.03% No change 339 $28K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 334 $28K
Anfield Capital Management, LLC 0.01% Add +185.3% 331 $28K
Horizons Wealth Management 0.02% No change 321 $27K
Pacific Center for Financial Services 0.01% No change 314 $26K
Toth Financial Advisory Corp. 0.00% New 312 $26K
Jackson, Grant Investment Advisers, Inc. 0.01% Reduce -91.0% 308 $26K
Birchbrook, Inc. 0.01% New 304 $25K
Tower Research Capital LLC (TRC) 0.00% Reduce -94.5% 272 $23K
Quest 10 Wealth Builders, Inc. 0.02% Reduce -50.8% 267 $22K
Strengthening Families & Communities, LLC 0.01% Add +1.6% 248 $21K
Ameritas Investment Partners, Inc. 0.00% Reduce -22.8% 247 $21K
Strategic Investment Solutions, Inc. 0.01% Add +2.2% 231 $19K
Atlantic Private Wealth, LLC 0.01% New 226 $19K
New Millennium Group LLC 0.01% No change 224 $19K
SJS Investment Consulting Inc. 0.00% Reduce -8.1% 204 $17K
Logan Capital Management Inc. 0.00% Reduce -47.1% 203 $17K
Financial Network Wealth Advisors LLC 0.02% No change 197 $16K
Arcadia Investment Advisors LLC 0.01% Reduce -43.9% 197 $16K
McIlrath & Eck, LLC 0.00% Add +1.6% 194 $16K
Montag A & Associates Inc. 0.00% Reduce -77.7% 194 $16K
Perkins Coie Trust Co 0.00% No change 190 $16K
Bank & Trust Co 0.01% No change 188 $16K
Duncker Streett & Co. Inc. 0.00% No change 188 $16K
Quaker Wealth Management, LLC 0.01% — 186 $16K
Tower View Wealth Management LLC 0.01% Add +1.7% 180 $15K
CNB Bank 0.01% No change 173 $14K
LRI Investments, LLC 0.00% New 170 $14K
Mb, Levis & Associates, LLC 0.01% Add +1.2% 164 $14K
Eq Wealth Advisors, LLC 0.01% No change 157 $13K
Manning & Napier Advisors LLC 0.00% New 155 $13K
CoreFirst Bank & Trust 0.01% New 154 $13K
Thompson Investment Management, Inc. 0.00% Reduce -52.0% 152 $13K
Graney & King, LLC 0.01% Add +2.0% 151 $13K
Morgan Dempsey Capital Management LLC 0.01% New 145 $12K
Park Square Financial Group, LLC 0.01% No change 136 $11K
Orion Capital Management LLC 0.00% No change 131 $11K
Sellwood Investment Partners LLC 0.01% No change 129 $11K
Traub Capital Management LLC 0.01% — 128 $11K
DecisionPoint Financial, LLC 0.00% No change 128 $11K
Alerus Financial NA 0.00% New 124 $10K
Crowley Wealth Management, Inc. 0.01% No change 122 $10K
NFSG Corp 0.00% Reduce -35.6% 121 $10K
Flagship Wealth Advisors, LLC 0.00% No change 108 $9K
Hilltop National Bank 0.00% — 108 $9K
Marshall & Sullivan Inc. 0.00% New 105 $9K
Murphy & Mullick Capital Management Corp 0.01% No change 100 $8K
Mark Sheptoff Financial Planning, LLC 0.00% New 100 $8K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 88 $7K
North Capital, Inc. 0.01% No change 88 $7K
Cypress Capital Management LLC (WY) 0.01% New 84 $7K
Prudent Man Investment Management, Inc. 0.00% No change 99 $7K
Pittenger & Anderson Inc. 0.00% Add +76.7% 76 $6K
ROSS\JOHNSON & Associates LLC 0.12% Add +2.9% 72 $6K
IMA Advisory Services, Inc. 0.00% No change 71 $6K
Delos Wealth Advisors, LLC 0.00% New 69 $6K
Cardiff Park Advisors, LLC 0.00% No change 68 $6K
Punch & Associates Investment Management, Inc. 0.00% No change 67 $6K
Cheviot Value Management, LLC 0.00% No change 66 $6K
Semmax Financial Advisors Inc. 0.00% Add +19.2% 62 $5K
Chilton Capital Management LLC 0.00% No change 62 $5K
Kilter Group LLC 0.00% New 61 $5K
Riggs Asset Managment Co. Inc. 0.00% New 55 $5K
Sawyer & Company, Inc 0.00% No change 40 $4K
Valued Wealth Advisors LLC 0.00% Reduce -17.0% 39 $3K
Mountain Hill Investment Partners Corp. 0.00% Add +2.8% 37 $3K
Spurstone Advisory Services, LLC 0.04% No change 34 $3K
Navigoe, LLC 0.00% Reduce -88.7% 26 $2K
Coston, McIsaac & Partners 0.00% Reduce -88.8% 24 $2K
Resources Management Corp. /CT/ 0.00% No change 23 $2K
IAG Wealth Partners, LLC 0.00% New 21 $2K
Cary Street Partners Investment Advisory LLC 0.00% New 20 $2K
Raelipskie Partnership 0.00% No change 15 $1K
Clarity Asset Management, Inc. 0.00% Reduce -53.3% 14 $1K
WestEnd Advisors, LLC 0.00% New 14 $1K
WFA Asset Management Corp 0.00% Reduce -96.3% 13 $975
Kozak & Associates, Inc. 0.00% No change 8 $707
Safe Harbor Fiduciary, LLC 0.00% No change 4 $334
Transamerica Financial Advisors, LLC 0.00% No change 1 $41

"% 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.