iShares Core MSCI Eafe ETFIEFAETF
13F holders, Q2 2025 (June 30)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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 148 | $161.7M |
| Exits | 67 | $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.