iShares Core MSCI Eafe ETFIEFAETF

13F holders, Q3 2025 (September 30)
2,136holders +28
111new positions
70sold out
6famous investors
$87.12avg. 13F price*

At the end of Q3 2025, 2,136 institutions reported holding iShares Core MSCI Eafe ETF (IEFA) in their 13F filings, up 28 from Q2 2025. 111 opened new positions and 70 sold out. The largest holders were Bank of America Corp. ($19.6B), Morgan Stanley ($8.7B) and Jones Financial Companies LLLP ($8.4B). 6 famous investors held it, including Joel Greenblatt (0.3% of Gotham Asset Management's portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions111$580.5M
Exits70$246.2M

All 13F filers, Q2 2025 → Q3 2025: 82,167,462 shares bought and 27,267,862 shares sold, net +54,899,600 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,136 holders

Bank of America Corp. 1.47% Add +2.2% 224,863,248 $19.6B
Morgan Stanley 0.53% Add +1.4% 99,990,935 $8.7B
Jones Financial Companies LLLP 5.69% Add +7.6% 96,540,540 $8.4B
Wells Fargo & Company 1.36% Add +6.0% 76,220,414 $6.7B
Tiaa Trust, National Association 10.05% Add +1.7% 47,576,490 $4.1B
Envestnet Asset Management Inc. 0.98% Reduce -2.9% 39,090,069 $3.4B
LPL Financial LLC 0.99% Add +2.8% 38,989,201 $3.4B
Raymond James Financial Inc. 1.05% Reduce -3.6% 37,509,241 $3.3B
US Bancorp \de 3.67% Add +3.1% 35,451,679 $3.1B
Northwestern Mutual Wealth Management Co. 1.98% Add +3.7% 33,954,853 $3.0B
Bank of New York Mellon Corp 0.53% Add +3.2% 33,603,089 $2.9B
BlackRock, Inc. 0.05% Add +1.3% 32,609,238 $2.8B
FMR LLC 0.11% Add +7.8% 24,767,403 $2.2B
Goldman Sachs Group Inc. 0.30% Add +10.3% 23,422,870 $2.0B
UBS Group AG 0.36% Add +1.9% 21,274,307 $1.9B
JPMorgan Chase & Co. 0.10% Add +0.2% 17,510,008 $1.5B
PNC Financial Services Group, Inc. 0.87% Add +2.0% 16,362,800 $1.4B
Truist Financial Corp. 1.93% Add +7.1% 16,324,111 $1.4B
M&T Bank Corp 4.04% Reduce -2.7% 13,765,060 $1.2B
Bank of Montreal 0.51% Add +109.0% 13,626,889 $1.2B
Ameriprise Financial Inc. 0.26% Add +5.4% 12,815,738 $1.1B
Cerity Partners LLC 1.64% Reduce -0.7% 11,600,724 $1.0B
Cetera Investment Advisers 1.07% Add +164.7% 10,497,193 $916.5M
Stifel Financial Corp. 0.82% Add +4.2% 10,305,420 $899.8M
Betterment LLC 1.70% Reduce -2.6% 9,866,920 $861.5M
Mariner, LLC 1.04% Add +3.0% 9,251,750 $807.7M
Royal Bank of Canada 0.14% Reduce -2.9% 8,903,660 $777.4M
Envestnet Portfolio Solutions, Inc. 2.83% Reduce -0.0% 8,798,851 $768.2M
Keybank National Association 2.66% Add +5.2% 8,668,135 $756.8M
Assetmark, Inc. 1.50% Add +6.0% 8,040,639 $702.0M
Alliancebernstein L.P. 0.18% Add +0.0% 6,571,501 $573.8M
Ballentine Partners, LLC 7.89% Add +2.2% 6,504,442 $567.9M
Baird Financial Group, Inc. 0.79% Add +4.2% 5,634,459 $491.9M
Franklin Resources Inc. 0.11% Reduce -3.7% 5,193,363 $453.4M
Cresset Asset Management, LLC 1.97% Add +8.8% 5,125,298 $447.5M
United Capital Financial Advisors, LLC 3.10% Add +1.4% 4,940,967 $431.4M
Flputnam Investment Management Co. 6.32% Add +18.8% 4,843,951 $422.9M
HighTower Advisors, LLC 0.48% Reduce -1.8% 4,803,075 $419.4M
Mission Wealth Management, LP 8.12% Add +2.3% 4,546,410 $396.9M
Fiduciary Trust Co 4.49% Add +1.0% 4,544,065 $396.7M
Mill Creek Capital Advisors, LLC 7.90% Add +6.3% 4,395,225 $383.7M
Pure Financial Advisors, LLC 6.07% Add +4.8% 4,361,062 $380.8M
Mercer Global Advisors Inc. 0.61% Add +52.7% 4,220,173 $368.5M
Vantagepoint Investment Advisers LLC 2.98% New 4,184,118 $365.3M
Allspring Global Investments Holdings, LLC 0.56% Reduce -8.8% 3,956,115 $347.7M
Hirtle & Co., LLC 12.82% Add +2.4% 3,711,893 $324.1M
Sei Investments Co. 0.35% Reduce -0.7% 3,705,625 $323.5M
Dynasty Wealth Management, LLC 4.17% Add +19.1% 3,579,254 $312.5M
MML Investors Services, LLC 0.83% Reduce -3.6% 3,542,447 $309.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 7.63% Reduce -0.1% 3,539,446 $309.0M
Modera Wealth Management, LLC 3.58% Add +2.5% 3,538,473 $308.9M
Fifth Third Bancorp 0.98% Add +7.5% 3,516,761 $307.0M
Commonwealth Equity Services, LLC 0.40% Reduce -1.4% 3,515,790 $307.0M
Bell Bank 13.01% Add +2.3% 3,440,674 $300.4M
Signaturefd, LLC 4.72% Add +2.7% 3,427,599 $299.3M
Macquarie Group Ltd. 0.34% Add +4.2% 3,367,504 $294.0M
Stairway Partners, LLC 14.62% Add +1.5% 3,152,382 $275.2M
Members Trust Co 8.79% Add +0.2% 3,060,920 $267.2M
&partners 1.66% Add +8.4% 2,973,338 $259.5M
TD Private Client Wealth LLC 5.62% Add +7.8% 2,855,180 $249.3M
Dixon Mitchell Investment Counsel Inc. 8.82% Add +45.1% 2,841,109 $248.1M
Steward Partners Investment Advisory, LLC 1.42% Add +243.8% 2,839,634 $247.9M
Haverford Trust Co 2.22% Reduce -0.6% 2,820,948 $246.3M
Prudential Financial Inc. 0.29% Add +4.8% 2,787,212 $243.4M
Northern Trust Corp. 0.03% Reduce -26.0% 2,763,050 $241.2M
Greenleaf Trust 2.16% Reduce -1.1% 2,726,823 $238.1M
Creative Planning 0.18% Reduce -1.6% 2,699,593 $235.7M
RiverFront Investment Group, LLC 4.11% Add +1.7% 2,678,469 $233.9M
Osaic Holdings, Inc. 0.32% Add +9.9% 2,626,674 $227.6M
First Command Advisory Services, Inc. 1.63% Add +0.2% 2,580,302 $225.3M
Heritage Wealth Advisors 9.80% Add +3.7% 2,563,337 $223.8M
Brown Brothers Harriman & Co. 1.36% Add +3.7% 2,554,971 $223.1M
Nationwide Fund Advisors 12.26% Reduce -1.8% 2,546,005 $222.3M
Wealth Enhancement Advisory Services, LLC 0.33% Reduce -2.0% 2,503,346 $220.8M
Moneta Group Investment Advisors LLC 1.63% Add +9.8% 2,349,867 $205.2M
Citizens Financial Group Inc. 2.72% Add +1.6% 2,276,167 $198.7M
MAI Capital Management 1.22% Add +2.1% 2,233,244 $195.0M
Matson Money. Inc. 6.39% Add +2.0% 2,222,880 $194.1M
CKW Financial Group 20.77% Add +0.3% 2,168,158 $190.6M
Connecticut Wealth Management, LLC 8.39% Add +13.3% 2,165,049 $189.0M
Rockefeller Capital Management L.P. 0.37% Add +4.8% 2,163,082 $188.9M
Quotient Wealth Partners, LLC 5.12% Add +2.6% 2,141,415 $187.0M
Focus Partners Wealth 0.30% Add +1.6% 2,136,182 $186.5M
Aptus Capital Advisors, LLC 1.68% Add +5.6% 2,108,714 $184.1M
Passaic Partners LLC 21.93% Add +3.4% 2,086,300 $182.2M
Retirement Investment Advisors, Inc. 14.94% Add +1.8% 2,057,999 $179.7M
Midland Wealth Advisors, LLC 9.55% Reduce -0.4% 2,043,505 $178.4M
Sanctuary Advisors, LLC 1.01% Reduce -4.5% 2,010,471 $175.5M
Balentine LLC 6.45% Reduce -1.6% 2,004,327 $175.0M
Investure, LLC 10.80% Add +4.5% 2,000,645 $174.7M
Manufacturers Life Insurance Company, The 0.14% Add +226.1% 1,957,233 $170.9M
Avidian Wealth Enterprises, LLC 6.39% Add +1.2% 1,943,248 $169.7M
Hantz Financial Services, Inc. 2.53% Add +20.2% 1,914,907 $167.2M
Choreo, LLC 2.15% Add +9.1% 1,885,633 $164.6M
First Citizens Bank & Trust Co. 3.48% Reduce -1.6% 1,850,401 $161.6M
Halbert Hargrove Global Advisors, LLC 7.79% Add +1.1% 1,823,815 $159.2M
Charles Schwab Investment Management Inc. 0.03% Reduce -8.3% 1,799,485 $157.1M
Lido Advisors, LLC 0.65% Add +684.5% 1,789,545 $156.2M
Nuveen, LLC 0.04% Reduce -5.7% 1,748,830 $152.7M
Neuberger Berman Group LLC 0.10% Add +8.4% 1,643,719 $143.5M
SCS Capital Management LLC 1.56% Reduce -0.0% 1,635,604 $142.8M
Natixis Advisors, LLC 0.21% Add +13.3% 1,629,129 $142.2M
Johnson Financial Group, Inc. 5.28% Add +9.6% 1,611,347 $140.7M
Wellington Management Group LLP 0.02% Reduce -33.4% 1,558,479 $136.1M
Alesco Advisors, LLC, An ESL Co 3.67% Reduce -3.0% 1,552,791 $135.6M
1832 Asset Management L.P. 0.23% Reduce -8.0% 1,524,278 $133.1M
First Business Financial Services, Inc. 12.18% Reduce -10.7% 1,520,975 $132.8M
Alaska Permanent Capital Management, LLC 9.71% Add +13.3% 1,510,210 $132.0M
Sagespring Wealth Partners, LLC 2.55% Add +2.5% 1,489,967 $130.1M
National Philanthropic Trust 1.44% Reduce -2.9% 1,478,120 $129.1M
Bartlett & Co. Wealth Management LLC 1.68% Add +4.6% 1,450,759 $126.7M
Janney Montgomery Scott LLC 0.30% Reduce -3.7% 1,433,727 $125.2M
Corient Private Wealth LP 0.20% Add +100.6% 3,031,163 $124.8M
Captrust Financial Advisors 0.25% Add +1.7% 1,424,960 $124.4M
Equitable Holdings, Inc. 0.90% Add +4.9% 1,402,394 $122.4M
49 Wealth Management, LLC 11.51% Add +10.9% 1,397,861 $122.0M
Facet Wealth, Inc. 2.50% Reduce -2.8% 1,381,746 $120.6M
Wealthquest Corp 9.37% Add +2.6% 1,345,690 $117.5M
Meeder Advisory Services, Inc. 5.42% Add +11.1% 1,334,974 $116.6M
UMB Bank, n.a. 1.69% Add +3.4% 1,312,787 $114.6M
First Financial Bank - Trust Division 9.76% Reduce -8.0% 1,309,470 $114.3M
Capital Analysts, LLC 3.23% Add +1.9% 1,267,347 $110.7M
Venturi Wealth Management, LLC 5.13% Add +41.7% 1,265,266 $110.5M
Ritholtz Wealth Management 2.14% Add +2.5% 1,259,504 $110.0M
Truepoint, Inc. 2.52% Reduce -2.2% 1,241,955 $108.4M
Comerica Bank 0.40% Add +1.3% 1,227,200 $107.1M
Mirae Asset Global Investments Co., Ltd. 0.33% Reduce -14.0% 1,215,120 $106.1M
Fifth Third Wealth Advisors LLC 3.88% Add +7.1% 1,205,524 $105.3M
SigFig Wealth Management, LLC 3.25% Reduce -1.1% 1,209,144 $105.0M
NewEdge Advisors, LLC 0.47% Add +16.3% 1,195,152 $104.3M
RKL Wealth Management LLC 8.84% Reduce -1.2% 1,188,224 $103.7M
Aaron Wealth Advisors LLC 6.25% Add +16.7% 1,184,187 $103.4M
Cliftonlarsonallen Wealth Advisors, LLC 1.63% Reduce -7.0% 1,182,377 $103.2M
Full Sail Capital, LLC 5.67% Reduce -1.2% 1,178,400 $102.9M
Makena Capital Management LLC 10.52% Reduce -11.8% 1,167,110 $101.9M
Global Strategic Investment Solutions, LLC 9.95% Reduce -0.4% 1,141,502 $99.7M
Wedmont Private Capital 3.69% Add +0.0% 1,127,561 $99.4M
Cambridge Investment Research Advisors, Inc. 0.27% Add +3.6% 1,129,979 $98.7M
Center for Financial Planning, Inc. 10.19% Reduce -0.7% 1,091,871 $95.3M
Wellspring Financial Advisors, LLC 8.71% Add +30.5% 1,651,451 $94.8M
CX Institutional 2.86% Add +495.7% 1,078,319 $94.1M
Regions Financial Corp. 0.61% Add +3.2% 1,069,670 $93.4M
First National Trust Co 3.15% Add +1.5% 1,052,978 $91.9M
First Foundation Advisors 3.36% Add +2.4% 1,039,174 $90.7M
Bangor Savings Bank 7.41% Add +5.9% 1,018,391 $88.9M
Arkos Global Advisors 11.18% Add +16.4% 1,005,429 $87.8M
Parcion Private Wealth LLC 5.47% Add +78.4% 1,004,765 $87.7M
Twin Focus Capital Partners, LLC 11.00% Add +3.8% 991,790 $86.6M
First Hawaiian Bank 11.03% Reduce -0.6% 985,231 $86.0M
HSBC Holdings PLC 0.05% Reduce -16.8% 979,270 $85.5M
Rehmann Capital Advisory Group 4.68% Add +17.7% 979,293 $85.5M
Axiom Investors LLC 0.63% Add +13.5% 973,000 $85.0M
Financiere des Professionnels - Fonds d'investissement inc. 4.80% Reduce -1.7% 951,953 $83.1M
Legacy Edge Advisors, LLC 9.46% Add +9.0% 919,478 $80.3M
Fragasso Financial Advisors Inc 4.99% Add +0.0% 900,194 $80.0M
Diversified Trust Co. 1.56% Add +5.9% 896,654 $78.3M
Graves Light Lenhart Wealth, Inc. 8.67% Add +3.2% 894,877 $78.1M
Gotham Asset Management 0.34% Add +2.4% 881,994 $77.0M
Nottingham Advisors, Inc. 10.53% Add +8.0% 868,869 $75.9M
Janney Capital Management LLC 4.66% Reduce -1.6% 856,552 $74.8M
Brookstone Capital Management 0.89% Add +3.9% 853,587 $74.5M
McKinley Carter Wealth Services, Inc. 3.90% Reduce -0.2% 851,775 $74.4M
Clearstead Advisors, LLC 1.07% Add +11.0% 844,736 $73.8M
True Link Financial Advisors, LLC 4.72% Add +4.6% 839,508 $73.3M
Aspiriant, LLC 2.24% Add +8.8% 839,172 $73.3M
Klingman & Associates, LLC 3.69% Add +12.5% 838,650 $73.2M
New York Life Investment Management LLC 0.64% Reduce -8.7% 830,015 $72.5M
Wealthspire Advisors, LLC 0.37% Add +2.1% 820,116 $71.6M
AMG National Trust Bank 1.73% Add +5.7% 811,834 $70.9M
Callan Family Office, LLC 2.26% Reduce -1.5% 810,665 $70.8M
Opus Capital Group, LLC 7.81% Add +125.0% 795,418 $69.4M
Bailard, Inc. 1.51% Reduce -3.3% 794,632 $69.4M
OneDigital Investment Advisors LLC 0.71% Reduce -0.4% 789,012 $68.9M
Constellation Investments, Inc. 3.18% No change 779,498 $68.1M
Quadrant Capital Group LLC 2.20% Add +2.8% 776,186 $67.8M
NorthCoast Asset Management LLC 0.26% Reduce -4.8% 775,348 $67.7M
Intrust Bank NA 5.62% Reduce -1.3% 773,864 $67.6M
Blair William & Co. 0.18% Add +15.0% 770,869 $67.3M
Cabot-Wellington, LLC 21.18% Reduce -0.6% 749,982 $65.5M
Roth Financial Partners LLC 21.84% Reduce -0.9% 742,422 $64.8M
Lockheed Martin Investment Management Co. 2.38% Reduce -1.3% 741,000 $64.7M
Kestra Advisory Services, LLC 0.29% Add +8.3% 733,608 $64.1M
Orgel Wealth Management, LLC 1.45% Reduce -0.7% 725,487 $63.3M
Valeo Financial Advisors, LLC 1.41% Add +6.0% 1,023,686 $61.9M
Vicus Capital 4.72% Reduce -43.9% 707,599 $61.8M
DAVENPORT & Co LLC 0.33% Add +9.9% 707,085 $61.7M
Cambridge Associates LLC /Ma/ 1.12% Add +25.7% 702,407 $61.3M
Cwm, LLC 0.18% Add +62.6% 699,685 $61.1M
Partners Capital Investment Group, LLP 2.42% Reduce -18.0% 698,646 $61.0M
Prime Capital Investment Advisors, LLC 0.76% Add +1.4% 692,611 $60.5M
Disciplina Capital Management LLC 7.34% Add +3.0% 690,329 $60.3M
Southern Farm Bureau Life Insurance 7.07% No change 685,189 $59.9M
Parkside Investments, LLC 7.40% Add +4.8% 678,260 $59.2M
Private Wealth Asset Management, LLC 6.95% Add +1.5% 674,560 $58.9M
Strategic Investment Advisors / MI 5.21% Reduce -100.0% 196 $58.0M
Integrated Wealth Concepts LLC 0.51% Add +3.3% 659,293 $57.6M
Parallel Advisors, LLC 1.04% Reduce -38.4% 652,646 $57.0M
Catalyst Financial Partners LLC 6.82% Add +16.4% 647,676 $56.5M
Composition Wealth, LLC 0.84% Reduce -11.4% 644,914 $56.3M
Brown Advisory Inc. 0.07% Add +15.6% 641,619 $56.0M
Merit Financial Group, LLC 0.51% Reduce -8.3% 639,047 $55.8M
Colony Family Offices, LLC 14.41% Reduce -11.7% 637,365 $55.6M
Rockbridge Investment Management, LCC 5.47% Add +4.6% 634,503 $55.4M
AE Wealth Management LLC 0.35% Add +20.3% 634,380 $55.4M
Mason Street Advisors, LLC 5.72% Add +10.5% 631,755 $55.2M
Midwest Trust Co 0.71% Add +0.8% 627,366 $54.8M
Texas Capital Bank Wealth Management Services Inc 4.50% Add +3.9% 625,873 $54.6M
Acadian Asset Management LLC 0.09% Add +53.0% 618,895 $54.0M
Jordan Park Group LLC 3.05% Add +18.2% 613,246 $53.5M
State Farm Mutual Automobile Insurance Co. 0.04% Add +847.5% 610,793 $53.3M
Brickley Wealth Management 9.27% Add +0.3% 609,390 $53.2M
Citadel Advisors 0.04% Add +14419.7% 606,052 $52.9M
Waddell & Associates, LLC 4.49% Add +5.0% 604,508 $52.8M
RMR Wealth Builders 4.42% Add +4.9% 604,482 $52.8M
Northwest Quadrant Wealth Management, LLC 11.09% Add +22.2% 601,566 $52.5M
Atria Investments, Inc 0.60% Reduce -3.6% 601,301 $52.5M
Ledyard National Bank 4.66% Reduce -1.6% 596,006 $52.0M
Revolve Wealth Partners, LLC 6.08% Add +0.0% 580,822 $50.7M
Citigroup Inc. 0.04% Add +6.6% 580,344 $50.7M
Curi Capital, LLC 0.92% Add +32.9% 576,204 $50.3M
LBMC Investment Advisors, LLC 3.19% Add +1.5% 573,446 $50.1M
Leverty Financial Group, LLC 12.90% Reduce -1.6% 569,456 $49.7M
BOK Financial Private Wealth, Inc. 3.11% Reduce -2.2% 566,670 $49.5M
Orion Porfolio Solutions, LLC 0.38% Add +3.6% 562,232 $49.1M
Fusion Family Wealth, LLC 3.68% Add +0.6% 562,082 $49.1M
Beacon Pointe Advisors, LLC 0.42% Add +14.1% 562,056 $49.1M
Principal Securities, Inc. 0.81% Reduce -7.5% 561,976 $49.1M
Bank of Hawaii 2.44% Reduce -0.0% 560,074 $48.9M
New England Asset Management Inc. 6.61% Add +35.2% 558,020 $48.7M
Turtle Creek Wealth Advisors, LLC 4.29% Add +23.9% 549,565 $48.0M
Valley Forge Investment Consultants Inc. Adv 13.91% Add +8.9% 544,780 $47.6M
Ironwood Wealth Management, LLC. 15.83% Reduce -5.3% 540,937 $47.2M
Cape Cod Five Cents Savings Bank 4.29% No change 600,693 $46.9M
Condor Capital Management 3.81% Add +27.0% 533,004 $46.5M
Whittier Trust Co. of Nevada Inc. 0.99% Add +4.2% 520,384 $46.2M
Wescott Financial Advisory Group, LLC 4.14% Reduce -0.1% 528,789 $46.2M
Crewe Advisors LLC 4.40% Add +3.4% 527,740 $46.1M
Thrivent Financial for Lutherans 0.09% Add +76.6% 527,216 $46.0M
Summit Financial, LLC 0.69% Add +13.5% 516,313 $45.1M
Alaska Wealth Advisors, LLC 5.75% Add +13.4% 503,264 $43.9M
Conrad Siegel Investment Advisors, Inc. 9.20% Reduce -0.2% 501,871 $43.8M
BLB&B Advisors, LLC 1.88% Reduce -0.5% 499,139 $43.6M
Hancock Whitney Corp. 0.79% Add +4.4% 497,974 $43.5M
Shepherd Financial Partners LLC 4.10% Reduce -22.4% 493,012 $43.0M
Cutler Investment Counsel LLC 4.48% Add +2.9% 489,758 $42.8M
Bleakley Financial Group, LLC 0.99% Reduce -10.8% 489,383 $42.7M
Pacific Capital Wealth Advisors, Inc. 7.29% Add +0.7% 482,295 $42.1M
Stash Investments, LLC 18.03% Add +4.3% 480,071 $41.9M
SVB Wealth LLC 2.23% Reduce -5.7% 475,483 $41.5M
Pathstone Holdings, LLC 0.16% Reduce -0.6% 474,223 $41.4M
Global Wealth Strategies & Associates 10.57% Add +3.2% 470,985 $41.1M
Robertson Stephens Wealth Management, LLC 1.24% Add +29.7% 470,332 $41.1M
Coldstream Capital Management Inc. 0.55% Reduce -3.8% 467,498 $40.8M
Chan Zuckerberg Initiative, LLC 43.35% New 464,927 $40.6M
Heck Capital Advisors, LLC 3.13% Add +4.1% 463,118 $40.4M
Acropolis Investment Management, LLC 2.04% Add +11.7% 480,486 $40.1M
Galvin, Gaustad & Stein, LLC 3.25% Reduce -12.4% 451,744 $39.4M
Probity Advisors, Inc. 6.39% Add +1.5% 451,430 $39.4M
Regent Peak Wealth Advisors LLC 7.85% — 448,722 $39.2M
Whittier Trust Co. 0.44% Add +0.3% 437,357 $38.9M
Archford Capital Strategies, LLC 4.44% Add +13.3% 426,990 $37.3M
World Investment Advisors 0.76% Add +3.2% 426,119 $37.2M
Concurrent Investment Advisors, LLC 0.64% Add +6.0% 424,742 $37.1M
Strategies Wealth Advisors, LLC 3.85% Reduce -7.9% 423,565 $37.0M
Apella Capital, LLC 0.80% Add +29.0% 409,786 $36.1M
Crestwood Advisors Group, LLC 0.61% Reduce -3.2% 411,108 $35.9M
Sterling Investment Advisors LLC 17.63% Reduce -3.8% 407,825 $35.6M
Resonant Capital Advisors, LLC 2.06% Add +11.4% 404,763 $35.3M
Private Advisor Group, LLC 0.17% Reduce -3.8% 404,576 $35.3M
Smith & Howard Wealth Management, LLC 8.22% Add +1.1% 404,168 $35.3M
Cranbrook Wealth Management, LLC 7.06% Reduce -1.6% 403,175 $35.2M
MCF Advisors LLC 2.14% Reduce -12.5% 399,860 $34.9M
Empire Life Investments Inc. 2.02% Add +8.0% 395,704 $34.5M
Great Diamond Partners, LLC 6.67% Add +39.0% 393,989 $34.4M
Old National Bancorp 0.58% Reduce -2.1% 389,896 $34.0M
CFO4Life Group, LLC 4.89% Add +3.1% 385,438 $33.7M
Financial Engines Advisors L.L.C. 0.06% Add +18.5% 383,581 $33.5M
Ritter Daniher Financial Advisory LLC / DE 5.87% Add +0.4% 381,822 $33.3M
Commerce Bank 0.18% Add +3.9% 379,853 $33.2M
Kestra Private Wealth Services, LLC 0.43% Reduce -1.3% 379,363 $33.1M
Simon Quick Advisors, LLC 1.49% Add +0.5% 377,894 $33.0M
Stratos Wealth Partners, LTD. 0.39% Add +2.9% 375,187 $32.8M
Ironsides Asset Advisors, LLC 8.44% Add +1.1% 374,808 $32.7M
Mesirow Financial Investment Management, Inc. 0.58% Add +4.4% 373,911 $32.6M
MassMutual Private Wealth & Trust, FSB 0.82% Add +0.2% 370,347 $32.3M
Tennessee Valley Asset Management Partners 4.37% New 369,069 $32.2M
Tarbox Family Office, Inc. 4.71% Reduce -1.8% 367,749 $32.1M
Arrowstreet Capital, Limited Partnership 0.02% Add +205.2% 365,607 $31.9M
Bare Financial Services, Inc 9.40% Add +2.5% 360,613 $31.5M
Beacon Bank & Trust 6.78% Add +1.8% 360,499 $31.5M
Bull Oak Capital, LLC 13.22% Add +0.7% 356,535 $31.1M
Farther Finance Advisors, LLC 0.47% Reduce -0.5% 356,455 $31.1M
Great Lakes Advisors, LLC 0.26% Add +1.1% 355,736 $31.1M
Long Run Wealth Advisors, LLC 6.05% Add +3.1% 353,334 $30.8M
Dynamic Advisor Solutions LLC 0.89% Add +3.7% 353,000 $30.8M
Montis Financial, LLC 6.97% Reduce -1.9% 346,273 $30.2M
Marion Wealth Management 7.11% Add +0.2% 343,316 $30.0M
Shoker Investment Counsel, Inc. 8.83% Add +0.3% 342,800 $29.9M
Allen Investment Management, LLC 0.33% No change 340,959 $29.8M
Brandywine Oak Private Wealth LLC 2.56% Add +0.2% 337,597 $29.5M
Community Bank, N.A. 3.55% Add +0.4% 336,349 $29.4M
NewEdge Wealth, LLC 0.42% Add +36.2% 334,333 $29.3M
Global Retirement Partners, LLC 0.66% Add +1.3% 335,944 $29.3M
Portland Global Advisors LLC 3.24% Add +4.6% 332,641 $29.0M
American Century Companies Inc. 0.01% Reduce -27.6% 331,200 $28.9M
JFS Wealth Advisors, LLC 1.68% Add +1.2% 328,133 $28.6M
O'Dell Group, LLC 6.06% Add +31.3% 323,479 $28.2M
Tull Financial Group, Inc. 12.46% Add +1.2% 323,315 $28.2M
Iowa State Bank 5.35% Add +16.4% 321,974 $28.1M
Dean, Jacobson Financial Services, LLC 20.14% Add +0.9% 317,465 $27.7M
Grove Bank & Trust 3.23% Add +2.3% 316,173 $27.6M
iA Global Asset Management Inc. 0.37% Reduce -16.6% 313,215 $27.3M
RPTC Inc. 4.75% Reduce -0.2% 311,472 $27.2M
New Perspectives, Inc 12.07% Add +0.9% 308,739 $27.0M
AQR Capital Management 0.02% Add +62.1% 304,784 $26.6M
MBL Wealth, LLC 2.32% Add +1.0% 303,686 $26.5M
GHP Investment Advisors, Inc. 1.11% Add +0.1% 303,325 $26.5M
Fort Point Capital Partners LLC 3.36% Add +1.6% 302,951 $26.5M
Trek Financial, LLC 1.56% Add +7.5% 300,274 $26.2M
Spire Wealth Management 0.88% Add +0.7% 297,427 $26.0M
Park Avenue Securities LLC 0.20% Reduce -23.8% 296,852 $25.9M
WASHINGTON TRUST Co 0.85% Add +4.3% 296,681 $25.9M
Twele Capital Management, Inc. 4.78% Add +1.4% 296,566 $25.9M
DT Investment Partners, LLC 2.17% Reduce -0.2% 294,198 $25.7M
West Financial Advisors, LLC 4.21% Add +2.1% 291,385 $25.4M
Neumann Capital Management, LLC 7.38% Reduce -2.2% 288,796 $25.2M
Elevation Point Wealth Partners, LLC 1.75% Add +887.1% 288,479 $25.2M
Affiance Financial, LLC 4.55% Add +6.1% 285,978 $25.0M
Sovereign Investment Advisors, LLC 6.73% No change 282,500 $24.7M
Pine Ridge Advisers LLC 1.65% No change 275,902 $24.1M
Towercrest Capital Management 3.86% Add +7.3% 275,414 $24.0M
Bishop & Co Investment Management, LLC 8.04% Add +0.7% 275,297 $24.0M
Venture Visionary Partners LLC 0.83% Add +0.5% 275,227 $24.0M
Martel Wealth Advisors LLC 4.19% Reduce -2.1% 274,059 $23.9M
Peapack Gladstone Financial Corp. 0.31% Add +32.8% 273,717 $23.9M
Scotia Capital Inc. 0.10% Add +71.4% 271,812 $23.7M
Foster Dykema Cabot & Partners, LLC 1.55% Add +2.0% 270,735 $23.6M
Waterloo Capital, L.P. 1.74% Add +2.6% 268,430 $23.4M
Broadview Financial Management, LLC 15.76% Reduce -4.1% 267,727 $23.4M
Atlantic Edge Private Wealth Management, LLC 6.00% Reduce -2.7% 267,056 $23.3M
Wela Strategies, Inc. 8.81% Reduce -11.6% 266,184 $23.2M
Waverly Advisors, LLC 0.23% Add +5.5% 263,774 $23.0M
Encompass Wealth Advisors, LLC 7.84% Add +2.3% 263,748 $23.0M
AlphaCore Capital LLC 0.77% Add +17.8% 261,812 $22.9M
MIdWestOne Financial Group, Inc. 2.76% Add +0.2% 260,725 $22.8M
S. R. Schill & Associates 15.88% Reduce -1.6% 258,917 $22.6M
First National Bank & Trust Co. of Newtown 4.25% Add +0.1% 256,747 $22.4M
West Paces Advisors Inc. 4.42% Add +6.1% 254,541 $22.2M
Synovus Financial Corp. 0.25% Add +18.1% 254,125 $22.2M
Apollon Wealth Management, LLC 0.39% Add +12.8% 253,773 $22.2M
NorthLanding Financial Partners, LLC 18.45% Reduce -0.3% 253,182 $22.1M
Abundance Wealth Counselors 3.79% Reduce -6.2% 253,029 $22.1M
Sigma Investment Counselors Inc. 1.14% Reduce -0.5% 252,335 $22.0M
Ieq Capital, LLC 0.07% Add +9.3% 250,236 $21.8M
Pathway Financial Advisors LLC 2.91% Add +106.8% 250,198 $21.8M
CI Investments Inc. 0.08% Add +21.2% 250,086 $21.8M
MTC Wealth Management LLC 10.15% Reduce -1.4% 249,623 $21.8M
Lazard Asset Management LLC 0.03% Add +2.3% 247,957 $21.6M
Liquid Strategies, LLC 4.42% Add +22.6% 245,947 $21.5M
Associated Banc-Corp 0.56% Add +9.5% 245,806 $21.5M
Courier Capital LLC 1.23% Reduce -9.4% 245,685 $21.5M
IFG Advisory, LLC 0.97% Add +6.0% 245,517 $21.4M
Hudson Capital Management LLC 5.87% Add +0.2% 245,222 $21.4M
Evergreen Capital Management LLC 0.51% Add +6.0% 243,729 $21.3M
Integrated Advisors Network LLC 0.88% Reduce -0.3% 240,361 $21.0M
Beacon Harbor Wealth Advisors, Inc. 4.86% Add +0.6% 238,107 $20.8M
Ashton Thomas Private Wealth, LLC 0.54% Add +24.6% 236,627 $20.7M
Ancora Advisors LLC 0.41% Add +15.3% 235,746 $20.6M
Savant Capital, LLC 0.12% Add +21.6% 235,529 $20.6M
Hillman Co. 6.32% New 234,481 $20.5M
Mann Financial Group, Inc. 20.19% — 234,084 $20.4M
Geneos Wealth Management Inc. 0.52% Reduce -7.7% 234,019 $20.4M
Mycio Wealth Partners, LLC 4.73% Reduce -0.4% 234,006 $20.4M
Salus Financial Advisors, LLC 12.59% Add +7.6% 233,764 $20.4M
Wealth Architects, LLC 1.93% Reduce -2.2% 233,683 $20.4M
Strategic Investment Management, LLC 11.01% Reduce -8.1% 233,220 $20.4M
Sowell Financial Services LLC 0.78% Add +3.6% 233,167 $20.4M
First Citizens Asset Management, Inc. 7.20% Reduce -2.7% 232,378 $20.3M
Highland Capital Management, LLC 1.01% Add +0.2% 232,242 $20.3M
Summit Trail Advisors, LLC 0.28% Add +59.5% 232,007 $20.3M
Texas Yale Capital Corp. 0.64% Add +1.6% 231,596 $20.2M
First Citizens Investor Services, Inc. 7.81% — 231,371 $20.2M
LCNB Corp. 7.00% Add +2.1% 229,235 $20.0M
Rogco, LP 7.03% Add +5.7% 229,172 $20.0M
Strategic Point Investment Advisors, LLC 2.83% Add +0.3% 225,522 $19.7M
Shelter Ins Retirement Plan 21.64% No change 224,262 $19.6M
KMG Fiduciary Partners, LLC 1.31% Add +0.9% 224,195 $19.6M
Conservest Capital Advisors, Inc. 1.80% Reduce -0.5% 223,359 $19.5M
Guidance Point Advisors, LLC 4.85% Reduce -3.9% 222,907 $19.5M
Ullmann Wealth Partners Group, LLC 2.12% Reduce -1.8% 221,836 $19.4M
McAdam, LLC 0.95% Add +1.7% 221,830 $19.4M
Northwestern Mutual Investment Management Company, LLC 0.28% No change 221,238 $19.3M
Rialto Wealth Management, LLC 4.93% Add +6.0% 219,075 $19.1M
Coastline Trust Co 2.04% Add +6.0% 218,085 $19.0M
Riversedge Advisors, LLC 3.17% Reduce -3.0% 216,810 $18.9M
Perigon Wealth Management, LLC 0.38% Add +5.7% 215,415 $18.8M
Fairway Wealth LLC 5.23% Add +12.1% 683,787 $18.6M
Symphony Financial, Ltd. Co. 2.25% Add +12.3% 208,868 $18.5M
Money Concepts Capital Corp. 1.14% Add +3.2% 211,102 $18.4M
Single Point Partners, LLC 3.74% Add +3.9% 210,809 $18.4M
Astra Wealth Partners LLC 12.71% Add +6.3% 209,095 $18.3M
Lincoln Capital Corp. 6.55% Reduce -1.2% 208,351 $18.2M
Caprock Group, LLC 0.45% — 212,096 $18.1M
Argent Advisors, Inc. 5.34% Reduce -6.6% 207,467 $18.1M
Waterway Wealth Management, LLC 4.32% Reduce -19.7% 207,355 $18.1M
Compound Planning, Inc. 0.58% Add +139.8% 206,042 $18.0M
Core Wealth Advisors, Inc. 4.68% Reduce -0.4% 205,479 $17.9M
Crescent Grove Advisors, LLC 1.71% Add +1.4% 204,021 $17.8M
Bahl & Gaynor LLC 0.09% Reduce -2.0% 203,462 $17.8M
Main Management LLC 1.29% Reduce -3.0% 201,940 $17.6M
Becker Capital Management Inc. 0.51% Add +7.9% 200,026 $17.5M
Inspire Trust Co, N.A. 3.18% New 200,000 $17.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.09% Reduce -61.6% 199,410 $17.4M
IFS Advisors, LLC 10.15% Add +4.1% 198,748 $17.4M
Lowe Brockenbrough & Co. Inc. 0.89% Reduce -0.4% 198,340 $17.3M
Nepc LLC 0.46% Add +32.5% 198,113 $17.3M
Gallagher Fiduciary Advisors, LLC 0.63% Reduce -38.0% 196,757 $17.2M
WBH Advisory Inc. 1.30% Reduce -10.4% 194,948 $17.0M
Integrated Investment Consultants, LLC 2.88% Add +4.6% 194,677 $17.0M
Mackenzie Financial Corp. 0.02% Reduce -64.4% 194,009 $16.9M
Exencial Wealth Advisors, LLC 0.55% Reduce -2.6% 192,920 $16.8M
Morris Financial Concepts, Inc. 6.07% Add +0.3% 192,553 $16.8M
National Bank of Canada 0.02% Reduce -97.7% 192,450 $16.8M
Webster Bank, N. A. 1.62% Add +3.3% 192,482 $16.8M
LPWM LLC 4.45% Add +3.5% 191,161 $16.7M
Caliber Wealth Management, LLC / KS 1.86% Add +7.0% 191,116 $16.7M
Empowered Funds, LLC 0.17% New 190,270 $16.6M
Global Wealth Management Investment Advisory, Inc. 2.78% Add +3.2% 189,627 $16.6M
Forvis Mazars Wealth Advisors, LLC 0.33% Reduce -0.6% 188,980 $16.5M
Sage Rhino Capital LLC 3.19% Add +1.8% 188,805 $16.5M
WCG Wealth Advisors LLC 1.03% Add +9.7% 188,788 $16.5M
PDS Planning, Inc 1.13% Reduce -1.3% 187,537 $16.4M
Private Client Services, LLC 5.39% Add +51.6% 184,405 $16.1M
HB Wealth Management, LLC 0.11% Add +22.0% 181,979 $15.9M
Royal Harbor Partners, LLC 5.38% Add +10.3% 181,837 $15.9M
Piedmont Capital Management, LLC 8.33% Add +1.9% 179,925 $15.8M
Trajan Wealth LLC 0.68% Reduce -2.3% 179,746 $15.7M
Highline Wealth Partners LLC 4.22% Add +16.9% 179,739 $15.7M
Per Stirling Capital Management, LLC. 1.87% Reduce -2.3% 178,679 $15.6M
Victory Capital Management Inc. 0.01% Reduce -8.1% 178,296 $15.6M
SageView Advisory Group, LLC 0.54% Reduce -0.1% 177,868 $15.5M
Guidance Capital, Inc. 4.04% Reduce -1.4% 174,643 $15.5M
IFP Advisors, Inc 0.40% Add +9.6% 177,167 $15.5M
Marquette Associates, Inc. 18.54% Add +0.6% 176,512 $15.4M
SkyOak Wealth, LLC 2.91% Reduce -1.7% 176,481 $15.4M
Octavia Wealth Advisors, LLC 1.53% Add +3.6% 175,740 $15.3M
ERn Financial, LLC 3.02% Add +4.8% 175,090 $15.3M
Larson Financial Group LLC 0.54% Reduce -27.4% 174,856 $15.3M
James J. Burns & Company, LLC 2.27% Add +4.6% 174,073 $15.2M
Berman McAleer LLC 2.12% — 173,943 $15.2M
Strategic Equity Management 5.62% Reduce -2.0% 173,882 $15.2M
Wick Capital Partners, LLC 3.60% Add +2948.6% 148,709 $15.1M
Glenmede Investment Management, LP 0.07% Add +4.9% 172,681 $15.1M
Koesten, Hirschmann & Crabtree, INC. 7.13% Add +12.4% 171,189 $14.9M
Topel & Distasi Wealth Management, LLC 7.36% Add +2.4% 170,709 $14.9M
Proathlete Wealth Management LLC 4.28% Reduce -0.1% 170,334 $14.9M
Avid Wealth Partners LLC 7.39% Add +4.5% 170,253 $14.9M
Petix & Botte Co 3.41% Add +9.1% 169,473 $14.8M
Southern Capital Advisors, LLC 6.91% Add +5.2% 168,911 $14.7M
Vestmark Advisory Solutions, Inc. 0.28% New 168,189 $14.7M
Randall & Associates Wealth Management 10.57% Reduce -5.9% 166,785 $14.6M
T. Rowe Price Associates Inc. 0.00% Add +151.4% 165,599 $14.5M
Stephens Group Asset Management, LLC 0.97% Reduce -1.2% 165,556 $14.5M
Founders Financial Securities LLC 0.98% Add +19.9% 164,936 $14.4M
First Merchants Corp. 0.54% Add +3.7% 163,487 $14.3M
O'shaughnessy Asset Management, LLC 0.08% Add +7.0% 163,353 $14.3M
Horizon Investments, LLC 0.19% Add +21.5% 161,750 $14.1M
Shelter Mutual Insurance Co 3.14% No change 160,575 $14.0M
Gladstone Institutional Advisory LLC 0.54% Reduce -32.3% 159,989 $14.0M
Tortoise Investment Management, LLC 1.24% Reduce -2.3% 159,927 $14.0M
Family Capital Trust Co 4.62% Reduce -11.2% 158,168 $13.8M
Matrix Private Capital Group LLC 7.27% Add +6.6% 157,038 $13.7M
Winthrop Capital Management, LLC 3.32% Add +0.7% 157,019 $13.7M
Northcape Wealth Management, LLC 4.00% Add +1.1% 156,836 $13.7M
Armbruster Capital Management, Inc. 2.32% Add +4.0% 156,459 $13.7M
Riverview Trust Co 16.46% Add +0.3% 155,241 $13.6M
Nova R Wealth, Inc. 5.74% Add +1.2% 155,167 $13.5M
Arvest Bank Trust Division 0.75% Reduce -32.7% 154,917 $13.5M
Carbahal Olsen Financial Services Group, LLC 10.80% Add +0.2% 154,108 $13.5M
Anderson Hoagland & Co. 1.20% Reduce -0.5% 153,597 $13.4M
Columbia Bank 3.74% Add +10.6% 152,655 $13.4M
Harbour Capital Advisors, LLC 2.73% Reduce -3.2% 151,129 $13.3M
Tectonic Advisors LLC 0.73% Add +3.5% 152,236 $13.3M
Advisory Services Network, LLC 0.19% Reduce -11.9% 151,398 $13.2M
Earned Wealth Advisors, LLC 2.17% Add +28.0% 151,048 $13.2M
Mgo One Seven LLC 0.30% Add +562.5% 149,218 $13.0M
Omnia Family Wealth, LLC 4.22% Reduce -2.0% 148,888 $13.0M
Motive Wealth Advisors 5.57% Reduce -1.6% 147,880 $12.9M
Smartleaf Asset Management LLC 0.79% Add +108.6% 147,090 $12.8M
Veery Capital, LLC 4.00% Reduce -0.3% 145,172 $12.7M
Adaptive Financial Consulting, LLC 5.03% Reduce -1.4% 144,017 $12.6M
VAUGHAN & Co SECURITIES, INC. 6.64% Add +5.1% 143,198 $12.5M
South Plains Financial, Inc. 7.78% Add +5.8% 142,868 $12.5M
Summit Wealth Partners, LLC 2.24% Reduce -1.1% 142,295 $12.4M
Parr McKnight Wealth Management Group, LLC 1.61% Reduce -3.7% 140,880 $12.3M
Regal Investment Advisors LLC 0.80% Add +12.7% 140,512 $12.3M
Invesco Ltd. 0.00% Add +3.5% 140,471 $12.3M
Rational Advisors, Inc. 1.28% Reduce -50.2% 140,180 $12.2M
Aspect Partners, LLC 5.49% Reduce -21.4% 138,528 $12.1M
BSW Wealth Partners 1.51% Reduce -1.4% 138,417 $12.1M
Sage Advisory Services, Ltd.Co. 6.29% Reduce -24.4% 137,308 $12.0M
Foundry Financial Group, Inc. 6.22% Add +2.1% 135,604 $11.8M
Heritage Investors Management Corp. 0.35% Reduce -8.7% 135,228 $11.8M
Next Capital Management LLC 3.92% Add +15.6% 134,457 $11.7M
Physician Wealth Advisors, Inc. 1.67% Reduce -7.5% 134,094 $11.7M
Montecito Bank & Trust 1.82% — 133,921 $11.7M
Federation des caisses Desjardins du Quebec 0.05% Add +3.8% 133,445 $11.7M
Tiemann Investment Advisors, LLC 4.46% Add +0.0% 133,383 $11.6M
Silverleafe Capital Partners, LLC 3.59% Add +8.0% 133,161 $11.6M
Pinion Investment Advisors, LLC 3.16% Add +37.4% 130,350 $11.6M
SPC Financial, Inc. 0.90% Add +1.8% 132,142 $11.5M
Deane Retirement Strategies, Inc. 4.94% Reduce -1.4% 131,608 $11.5M
Alliance Wealth Management Group 2.55% Add +25.3% 131,441 $11.5M
Sequoia Financial Advisors, LLC 0.07% Reduce -7.7% 131,231 $11.5M
Scarborough Advisors, LLC 2.00% Add +16.2% 130,000 $11.4M
Massachusetts Financial Services Co. 0.00% Add +124.9% 129,398 $11.3M
Brooklyn FI, LLC 2.53% Reduce -0.1% 129,176 $11.3M
Rossmore Private Capital 1.21% Reduce -0.1% 128,843 $11.2M
Meridian Wealth Management, LLC 0.43% Add +27.9% 128,703 $11.2M
Cornerstone Advisory, LLC 1.10% Add +12.7% 128,182 $11.2M
Acorn Creek Capital LLC 4.20% Add +4.9% 127,331 $11.1M
YHB Investment Advisors, Inc. 0.81% Add +12.0% 126,777 $11.1M
VestGen Advisors, LLC 0.37% Reduce -44.9% 126,401 $11.0M
Hardy Reed LLC 0.81% No change 125,827 $11.0M
Axxcess Wealth Management, LLC 0.23% Reduce -10.0% 125,801 $11.0M
Life Planning Partners, Inc 8.01% Add +0.4% 125,667 $11.0M
Birchcreek Wealth Management, LLC 5.63% Add +3.6% 124,900 $10.9M
Plancorp, LLC 0.34% Reduce -0.0% 124,865 $10.9M
Omega Financial Group, LLC 3.66% Add +2.2% 124,700 $10.9M
Independent Solutions Wealth Management, LLC 1.93% Reduce -0.7% 124,506 $10.9M
SlateStone Wealth, LLC 0.93% Add +9.7% 123,390 $10.8M
Enclave Advisors LLC 1.65% Add +15.0% 123,383 $10.8M
Montz Harcus Wealth Management LLC 4.67% Add +2.1% 122,587 $10.7M
Waycross Investment Management Co 10.86% Add +2.3% 121,881 $10.6M
Arbor Investment Advisors, LLC 1.35% Reduce -8.7% 121,754 $10.6M
GoalVest Advisory LLC 2.25% Add +14.4% 121,675 $10.6M
10Elms LLP 10.98% Add +1.2% 121,583 $10.6M
Ashton Thomas Securities, LLC 1.48% New 121,413 $10.6M
Cordgrass Capital Advisors, LLC 2.60% Add +3.4% 120,613 $10.5M
Canopy Partners, LLC 3.50% Reduce -1.3% 120,091 $10.5M
Flywheel Private Wealth LLC 8.19% Add +11.9% 120,024 $10.5M
Stokes Family Office, LLC 1.00% Reduce -0.0% 120,016 $10.5M
SC&H Financial Advisors, Inc. 1.71% Add +0.1% 119,850 $10.5M
Certified Advisory Corp 0.99% Add +34.7% 119,018 $10.4M
Conning Inc. 0.36% No change 118,845 $10.4M
Penney Financial, LLC 4.63% Add +16.1% 118,436 $10.3M
ArchPoint Investors 2.82% No change 117,752 $10.3M
Element Pointe Advisors, LLC 2.19% Add +15.4% 117,734 $10.3M
Westside Investment Management, Inc. 1.63% Add +1.0% 116,708 $10.2M
Fiducient Advisors LLC 1.19% Reduce -0.9% 116,194 $10.1M
Tanager Wealth Management LLP 1.07% Reduce -2.1% 116,193 $10.1M
Country Club Bank 0.60% Reduce -0.1% 116,540 $10.1M
Providence Capital Advisors, LLC 1.75% Add +8.4% 115,498 $10.1M
Fidelis Capital Partners, LLC 0.79% Add +3.7% 115,435 $10.1M
Defined Wealth Management, LLC 5.84% Add +0.0% 115,298 $10.1M
Sawgrass Asset Management LLC 1.24% Reduce -0.3% 114,981 $10.0M
Aspen Wealth Strategies, LLC 5.62% Add +9.2% 114,968 $10.0M
Mather Group, Llc. 0.10% Add +0.5% 114,200 $10.0M
Ascent Group, LLC 0.35% Reduce -31.0% 113,944 $9.9M
Evernest Financial Advisors, LLC 2.79% Reduce -0.3% 113,929 $9.9M
J.W. Cole Advisors, Inc. 0.19% Reduce -0.1% 113,638 $9.9M
Mechanics Financial Corp 3.75% Add +5.0% 113,235 $9.9M
Snowden Capital Advisors LLC 0.27% Add +1.1% 112,974 $9.9M
Richard W. Paul & Associates, LLC 3.36% Add +1.1% 112,834 $9.9M
Instrumental Wealth, LLC 6.90% Add +4.8% 111,342 $9.8M
Widmann Financial Services, Inc. 6.16% Add +3.5% 112,212 $9.8M
Smith Salley Wealth Management 0.50% Reduce -0.8% 111,749 $9.8M
Abound Wealth Management 2.44% Add +0.2% 111,649 $9.7M
Sigma Planning Corp 0.28% Reduce -6.8% 111,512 $9.7M
SYM FINANCIAL Corp 1.04% No change 110,892 $9.7M
Atlas Legacy Advisors, LLC 1.87% Reduce -2.9% 110,766 $9.7M
Patriot Investment Management Group, Inc. 0.63% Reduce -2.0% 110,123 $9.6M
Calamos Wealth Management LLC 0.35% Add +3.9% 109,493 $9.6M
Sunbelt Securities, Inc. 0.66% Add +13.3% 108,732 $9.5M
Modern Wealth Management, LLC 0.19% Reduce -0.4% 108,602 $9.5M
Beirne Wealth Consulting Services, LLC 2.27% Add +0.6% 108,489 $9.5M
Urban Financial Advisory Corp 4.40% Add +2.1% 108,266 $9.5M
Continuum Advisory, LLC 1.00% Add +3.1% 108,251 $9.5M
Wealthstream Advisors, Inc. 1.43% Reduce -0.6% 107,997 $9.4M
Freestone Capital Holdings, LLC 0.29% Reduce -0.5% 107,628 $9.4M
Cypress Financial Planning LLC 2.86% Add +3.8% 106,685 $9.3M
Chicago Partners Investment Group LLC 0.24% Reduce -1.3% 103,895 $9.3M
Jackson Hole Capital Partners, LLC 1.57% Reduce -2.3% 105,119 $9.2M
Central Pacific Bank - Trust Division 1.15% Reduce -1.0% 104,461 $9.1M
Smithbridge Asset Management Inc. 1.32% Add +6.4% 104,127 $9.1M
TCV Trust & Wealth Management, Inc. 0.76% Add +6.6% 103,375 $9.0M
Swmg, LLC 2.72% Add +21.1% 101,674 $9.0M
Precision Wealth Strategies, LLC 2.92% Reduce -8.5% 103,114 $9.0M
Planned Solutions, Inc. 3.12% Add +10.4% 102,984 $9.0M
Waldron Private Wealth LLC 0.36% Add +0.7% 102,921 $9.0M
Texas Capital Bancshares Inc 3.50% Reduce -37.9% 101,970 $8.9M
Accurate Wealth Management, LLC 1.18% Add +14.9% 101,323 $8.8M
Emerald Advisors, LLC 1.17% Add +6.0% 100,971 $8.8M
State of Tennessee, Department of Treasury 0.03% Reduce -0.3% 100,527 $8.8M
Nations Financial Group Inc, /Ia/ 0.54% Add +4.6% 100,108 $8.7M
Vigilare Wealth Management 3.03% Add +10.9% 100,022 $8.7M
D.A. Davidson & Co. 0.06% Add +0.1% 99,650 $8.7M
Custos Family Office, LLC 4.89% Reduce -48.8% 99,081 $8.7M
Abc Arbitrage SA 0.85% Add +827.9% 98,941 $8.6M
Quantinno Capital Management LP 0.02% Add +34.7% 98,697 $8.6M
Horizon Bancorp Inc. 4.09% Reduce -0.7% 98,119 $8.6M
Red Tortoise LLC 3.75% No change 97,890 $8.5M
Commonwealth Financial Services, LLC 1.46% Add +15.6% 97,760 $8.5M
Interchange Capital Partners, LLC 1.66% Reduce -0.1% 97,189 $8.5M
Prosperity Consulting Group, LLC 0.42% Add +39.1% 97,015 $8.5M
Aspen Investment Management Inc 3.27% Add +8.9% 96,923 $8.5M
Florida Trust Wealth Management Co 0.24% Add +21.9% 96,883 $8.5M
Rodgers & Associates, LTD 0.87% Add +2.0% 96,821 $8.5M
MV Capital Management, Inc. 0.81% Add +68.6% 96,407 $8.4M
Arkadios Wealth Advisors 0.21% Add +24.0% 96,349 $8.4M
Paladin Advisory Group, LLC 6.49% Add +17.9% 95,309 $8.3M
Advocacy Wealth Management, LLC 0.35% Add +27.4% 92,825 $8.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -45.8% 92,786 $8.1M
Vise Technologies, Inc. 0.30% Add +183.3% 92,601 $8.1M
Moneywise, Inc. 3.62% Reduce -0.9% 91,763 $8.0M
Cim Investment Management Inc. 2.17% Reduce -14.2% 91,552 $8.0M
Zacks Investment Management 0.06% Reduce -62.9% 91,022 $7.9M
Consilio Wealth Advisors, LLC 2.59% Reduce -0.9% 90,426 $7.9M
Camelot Technology Advisors, Inc. 6.32% Reduce -0.4% 90,166 $7.9M
Laurel Wealth Advisors LLC 1.10% Add +5.0% 89,967 $7.9M
Sheridan Capital Management, LLC 4.15% New 89,925 $7.9M
Bessemer Group Inc. 0.01% Add +1.3% 89,615 $7.8M
NEOS Investment Management LLC 0.06% New 89,600 $7.8M
Susquehanna International Group, LLP 0.01% Add +2.5% 89,598 $7.8M
Agf Management Ltd. 0.03% Add +0.2% 89,496 $7.8M
Hickory Point Bank & Trust 5.82% No change 89,165 $7.8M
Rovin Capital /Ut/ 2.14% Reduce -26.1% 88,644 $7.7M
Louisbourg Investments Inc. 1.69% Add +4.9% 88,591 $7.7M
Silvercrest Asset Management Group LLC 0.05% Reduce -1.3% 87,273 $7.6M
Coastal Bridge Advisors, LLC 0.58% Add +53.7% 87,067 $7.6M
NBT Bank, N.A. 0.49% Reduce -0.3% 86,150 $7.5M
Daner Wealth Management, LLC 4.84% Add +0.1% 84,635 $7.5M
POM Investment Strategies, LLC 4.04% Add +36.6% 85,097 $7.4M
Rwa Wealth Partners, LLC 0.08% Reduce -37.0% 85,040 $7.4M
Wealthcare Advisory Partners LLC 0.15% Add +41.7% 84,644 $7.4M
Affinity Capital Advisors, LLC 1.13% Reduce -10.8% 83,746 $7.4M
Wealth Dimensions Group, Ltd. 1.51% Reduce -1.1% 84,115 $7.3M
Oakwell Private Wealth Management, LLC 1.47% Reduce -2.3% 83,891 $7.3M
Baron Silver Stevens Financial Advisors, LLC 1.07% Add +11.7% 83,848 $7.3M
Avion Wealth 1.57% Reduce -2.6% 83,736 $7.3M
TFB Advisors LLC 2.12% Add +7.0% 83,525 $7.3M
Insight 2811, Inc. 3.24% Add +0.4% 83,222 $7.3M
Relyea Zuckerberg Hanson LLC 0.76% Add +0.3% 83,200 $7.3M
MSH Capital Advisors LLC 1.93% Add +23.9% 82,466 $7.2M
Nwam LLC 0.39% Reduce -2.8% 81,450 $7.2M
Savvy Advisors, Inc. 0.33% Add +19.5% 81,839 $7.1M
Mayflower Financial Advisors, LLC 0.89% Add +1.9% 81,522 $7.1M
Belpointe Asset Management LLC 0.27% Add +17.0% 81,444 $7.1M
Asset Dedication, LLC 0.48% Reduce -2.5% 81,294 $7.1M
Great Valley Advisor Group, Inc. 0.14% Add +3.6% 81,216 $7.1M
King Wealth Management Group 0.89% Add +0.8% 81,179 $7.1M
BG Investment Services, LLC 6.94% Add +3.5% 80,568 $7.0M
Diversify Advisory Services, LLC 0.24% Add +23.8% 79,791 $7.0M
Helium Advisors LLC 5.86% Reduce -28.5% 80,385 $7.0M
Apollon Financial, LLC 1.17% Add +491.9% 80,225 $7.0M
Bradley Foster & Sargent Inc. 0.10% Reduce -0.6% 79,746 $7.0M
Stratos Investment Management, LLC 0.29% Add +19.1% 79,590 $6.9M
CENTRAL TRUST Co 0.15% Add +19.0% 79,531 $6.9M
B. Riley Wealth Advisors, Inc. 0.33% Reduce -7.1% 79,441 $6.9M
Charles Schwab Trust Co 0.47% Reduce -7.3% 79,358 $6.9M
Asset Allocation Strategies LLC 1.35% Add +64.7% 77,930 $6.8M
Acima Private Wealth, LLC 2.13% Add +18.8% 77,800 $6.8M
Tounjian Advisory Partners, LLC 2.24% Reduce -6.5% 76,498 $6.7M
Auour Investments LLC 2.17% Add +5.2% 76,478 $6.7M
TruNorth Capital Management, LLC 1.32% Add +0.3% 76,230 $6.7M
Capital Investment Advisory Services, LLC 0.52% Add +1.3% 75,366 $6.6M
Leuthold Group, LLC 0.72% Reduce -5.2% 74,870 $6.5M
IHT Wealth Management, LLC 0.17% Reduce -10.8% 74,666 $6.5M
PKS Advisory Services, LLC 1.51% Add +31.0% 74,601 $6.5M
St. Clair Advisors, LLC 1.72% Add +0.8% 74,218 $6.5M
Private Trust Co. NA 0.57% Reduce -4.6% 73,964 $6.5M
Rothschild Wealth LLC 1.40% Add +3.5% 73,595 $6.4M
FDx Advisors, Inc. 1.92% Reduce -35.4% 72,750 $6.4M
Emergent Wealth Advisors, LLC 3.71% Add +13.4% 72,378 $6.4M
Telos Capital Management, Inc. 0.61% Reduce -0.0% 72,881 $6.4M
CFS Investment Advisory Services, LLC 0.47% Add +6.4% 71,574 $6.3M
Caldwell Trust Co 0.59% Add +3.4% 72,240 $6.3M
May Hill Capital, LLC 1.84% Reduce -25.4% 72,106 $6.3M
Stephens Consulting, LLC 2.17% Reduce -69.4% 72,048 $6.3M
Brio Consultants, LLC 0.86% Add +7.1% 72,013 $6.3M
Nisa Investment Advisors, LLC 0.02% No change 71,400 $6.2M
Boston Research & Management Inc. 1.36% Reduce -0.1% 70,584 $6.2M
Fortis Capital Advisors, LLC 0.97% Add +20.1% 70,442 $6.2M
Western Wealth Management, LLC 0.32% Add +5.1% 70,347 $6.1M
CIBC Private Wealth Group LLC 0.01% Add +15.1% 70,344 $6.1M
Deutsche Bank AG 0.00% Add +0.6% 70,032 $6.1M
Ascent Capital Management, LLC 4.87% Reduce -6.6% 69,817 $6.1M
Aprio Wealth Management, LLC 0.61% Reduce -2.2% 69,699 $6.1M
Argent Trust Co 0.21% Add +1.1% 69,227 $6.0M
Park Place Capital Corp 1.27% Add +35.8% 68,874 $6.0M
Eagle Strategies LLC 0.80% Reduce -0.6% 68,857 $6.0M
Parkside Financial Bank & Trust 0.47% Reduce -1.4% 68,836 $6.0M
BCS Private Wealth Management, Inc. 2.14% Add +1.9% 68,616 $6.0M
Dorsey & Whitney Trust CO LLC 0.32% Reduce -4.2% 68,442 $6.0M
Elmwood Wealth Management, Inc. 2.11% Add +6.7% 68,146 $5.9M
Hubbell Strickland Wealth Management, LLC 2.44% Add +3.4% 67,962 $5.9M
Bowman & Co S.C. 2.50% Reduce -1.7% 67,521 $5.9M
Elyxium Wealth, LLC 2.04% Reduce -3.6% 67,041 $5.9M
Prospera Financial Services Inc 0.10% Add +1.5% 67,004 $5.9M
Financial Synergies Wealth Advisors, Inc. 0.59% Reduce -2.0% 66,912 $5.8M
Harbor Investment Advisory, LLC 0.48% Add +0.9% 66,557 $5.8M
Moody National Bank Trust Division 0.49% Add +2.5% 66,345 $5.8M
GAMCO Investors 0.06% Add +377.4% 66,343 $5.8M
Marietta Wealth Management, LLC 0.71% Reduce -68.2% 66,252 $5.8M
First United Bank & Trust 1.85% Add +7.0% 65,436 $5.7M
Wells Trecaso Financial Group, LLC 2.71% Reduce -44.6% 65,329 $5.7M
TAGStone Capital, Inc. 2.26% Reduce -0.0% 65,323 $5.7M
Sandy Cove Advisors, LLC 1.82% Add +14.4% 65,227 $5.7M
Sculati Wealth Management, LLC 2.01% Add +37.3% 65,181 $5.7M
Capital Investment Counsel, LLC 0.83% Add +7.2% 64,885 $5.7M
Roundview Capital LLC 0.36% Add +2.4% 64,814 $5.7M
SouthState Bank Corp 0.26% Reduce -43.8% 64,060 $5.6M
CWA Asset Management Group, LLC 0.21% Add +0.0% 64,048 $5.6M
DecisionMap Wealth Management, LLC 3.57% Reduce -0.5% 63,786 $5.6M
Carrera Capital Advisors 0.99% Add +0.1% 63,314 $5.5M
Roble, Belko & Company, Inc 0.75% No change 63,040 $5.5M
Cahaba Wealth Management, Inc. 0.40% Add +3.8% 62,980 $5.5M
Tritonpoint Wealth, LLC 0.47% Add +1.5% 62,973 $5.5M
Busey Bank 0.15% Add +14.5% 62,958 $5.5M
Seldon Capital LP 1.92% No change 62,425 $5.5M
ICONIQ Capital, LLC 0.07% No change 62,344 $5.4M
Vanguard Group Inc. 0.00% Add +27.9% 62,340 $5.4M
Creative Financial Designs Inc. 0.36% Reduce -1.1% 62,135 $5.4M
Fulton Bank, N.A. 0.19% Add +7.5% 62,128 $5.4M
Rock Creek Group LLC 0.57% Reduce -45.4% 62,094 $5.4M
Investment Partners, LTD. 1.91% Reduce -0.4% 61,992 $5.4M
GeoWealth Management, LLC 0.20% Add +79.5% 61,942 $5.4M
Ade, LLC 2.73% Add +0.6% 61,882 $5.4M
Cary Street Partners Financial LLC 0.14% Add +18.1% 61,830 $5.4M
Liberty Wealth Management LLC 0.76% Reduce -4.9% 61,698 $5.4M
JGP Wealth Management, LLC 0.60% Add +1.7% 61,126 $5.4M
WealthPlan Investment Management, LLC 0.35% Add +397.4% 60,985 $5.3M
Fiduciary Group, LLC 0.47% Add +3.3% 60,775 $5.3M
Kingsview Wealth Management, LLC 0.08% Add +39.8% 60,710 $5.3M
Fairview Capital Investment Management, LLC 0.27% Reduce -0.8% 60,496 $5.3M
Spinnaker Trust 0.29% No change 60,409 $5.3M
Canvas Wealth Advisors, LLC 0.95% Reduce -0.2% 58,809 $5.2M
Smith Shellnut Wilson LLC 1.98% Add +5.1% 59,043 $5.2M
Jane Street Group, LLC 0.01% New 58,984 $5.1M
Ellevest, Inc. 0.73% Reduce -3.3% 58,912 $5.1M
Legacy Financial Advisors, Inc. 0.70% Reduce -5.4% 58,060 $5.1M
Confluence Wealth Services, Inc. 0.25% Reduce -0.5% 57,898 $5.1M
Cullen/Frost Bankers, Inc. 0.06% Reduce -11.5% 57,679 $5.0M
TD Waterhouse Canada Inc. 0.03% Add +107.7% 56,844 $5.0M
One Degree Advisors Inc 1.53% Add +24.7% 57,196 $5.0M
Segment Wealth Management, LLC 0.30% Reduce -0.7% 57,130 $5.0M
Atlanta Consulting Group Advisors, LLC 1.22% Add +10.4% 57,111 $5.0M
One Capital Management, LLC 0.16% Add +21.6% 56,507 $4.9M
AAF Wealth Management, LLC 2.23% Reduce -0.3% 56,310 $4.9M
JPL Wealth Management, LLC 1.17% Reduce -1.2% 56,301 $4.9M
Greykasell Wealth Strategies, Inc. 2.07% Reduce -10.3% 56,181 $4.9M
Tanglewood Wealth Management, Inc. 0.45% Reduce -0.0% 56,033 $4.9M
Clayton Financial Group LLC 3.57% Add +53.4% 55,904 $4.9M
Koshinski Asset Management, Inc. 0.35% Add +6.8% 55,761 $4.9M
Traveka Wealth, LLC 2.17% Add +24.2% 55,644 $4.9M
REDW Wealth LLC 1.83% Reduce -0.9% 55,315 $4.8M
Center For Asset Management LLC 2.57% Add +62.2% 55,255 $4.8M
Level Four Advisory Services, LLC 0.16% Reduce -3.2% 55,100 $4.8M
William Howard & Co Financial Advisors Inc 4.09% Reduce -0.4% 55,092 $4.8M
Transcend Capital Advisors, LLC 0.34% Reduce -5.8% 54,770 $4.8M
Wealth Alliance, LLC 0.49% Reduce -4.4% 54,631 $4.8M
Kaydan Wealth Management, Inc. 1.36% Add +10.4% 54,568 $4.8M
Outlook Wealth Advisors, LLC 1.19% Reduce -4.1% 54,488 $4.8M
Prism Advisors, Inc. 1.28% Reduce -1.8% 54,308 $4.7M
Joel Adams & Associates, Inc. 3.82% Reduce -3.5% 54,272 $4.7M
Avior Wealth Management, LLC 0.15% Add +15.0% 54,045 $4.7M
AtlasMark Financial, Inc 3.14% Add +6.4% 53,823 $4.7M
Oppenheimer & Co. Inc. 0.06% Add +4.5% 53,578 $4.7M
Ewa, LLC 1.29% Reduce -25.5% 53,377 $4.7M
High Net Worth Advisory Group LLC 1.12% Reduce -1.2% 53,163 $4.6M
Invera Wealth Advisors, LLC 2.86% Reduce -0.7% 53,072 $4.6M
Visionary Wealth Advisors 0.22% Add +2.0% 53,043 $4.6M
Wesbanco Bank Inc. 0.13% Add +1.1% 52,849 $4.6M
Signet Financial Management, LLC 0.53% Reduce -2.0% 52,536 $4.6M
Fortitude Family Office, LLC 1.24% Add +970.8% 52,503 $4.6M
Pembroke Management, LTD 0.45% Reduce -3.6% 52,481 $4.6M
Wealthedge Investment Advisors, LLC 1.73% Add +140.0% 52,223 $4.6M
Sapient Capital LLC 0.07% Add +0.1% 52,223 $4.5M
Trivium Point Advisory, LLC 0.46% Add +42.0% 51,837 $4.5M
Merkkuri Wealth Advisors LLC 3.28% Add +4.1% 51,711 $4.5M
Toronto Dominion Bank 0.01% Reduce -80.9% 51,821 $4.5M
Eley Financial Management, Inc 1.62% Add +0.5% 51,568 $4.5M
Westfuller Advisors, LLC 2.05% Add +65.1% 51,536 $4.5M
Optima Capital LLC 2.17% Add +43.9% 51,277 $4.5M
Harbour Investments, Inc. 0.10% Add +1.1% 50,846 $4.4M
FAS Wealth Partners, Inc. 0.30% Reduce -0.5% 50,661 $4.4M
Endowment Wealth Management, Inc. 2.01% Add +0.2% 50,623 $4.4M
Allie Family Office LLC 2.09% Reduce -4.8% 50,602 $4.4M
PMG Wealth Management, Inc. 3.36% Add +4.6% 50,236 $4.4M
Brighton Jones LLC 0.11% Add +1.7% 50,530 $4.4M
Rinkey Investments 1.17% No change 50,383 $4.4M
Old Port Advisors 1.10% Add +9.7% 50,044 $4.4M
Macroview Investment Management LLC 3.27% Add +2.4% 49,810 $4.3M
NorthRock Partners, LLC 0.08% Add +6.1% 49,563 $4.3M
Boyd Wealth Management, LLC 1.86% Reduce -2.2% 49,510 $4.3M
PFG Investments, LLC 0.22% Add +7.4% 49,473 $4.3M
Palisade Asset Management, LLC 0.40% Add +18.0% 49,430 $4.3M
Howe & Rusling Inc. 0.29% Add +5.2% 49,232 $4.3M
Trust Point Inc. 0.35% Reduce -1.0% 49,206 $4.3M
Patten Group, Inc. 0.84% Add +21.3% 49,172 $4.3M
SkyView Investment Advisors, LLC 0.54% No change 49,166 $4.3M
Sound View Wealth Advisors Group, LLC 0.29% Add +9.3% 49,045 $4.3M
Wilshire Advisors LLC 11.09% Reduce -5.3% 48,993 $4.3M
Bernard Wealth Management Corp. 1.78% Add +4.9% 48,944 $4.3M
Hofer & Associates. Inc 2.45% Add +1.4% 48,927 $4.3M
Arete Wealth Advisors, LLC 0.27% Add +0.1% 48,865 $4.3M
JSF Financial, LLC 0.95% Reduce -85.8% 48,820 $4.3M
Orrstown Financial Services Inc. 0.73% Add +7.8% 48,777 $4.3M
Element Wealth, LLC 1.84% Reduce -6.9% 48,237 $4.2M
Okabena Investment Services Inc. 0.82% Add +5.4% 48,178 $4.2M
Chesley Taft & Associates LLC 0.18% Add +0.3% 48,173 $4.2M
Valmark Advisers, Inc. 0.05% Add +6.6% 48,010 $4.2M
Focus Partners Advisor Solutions, LLC 0.05% Reduce -29.1% 47,611 $4.2M
EverSource Wealth Advisors, LLC 0.17% Add +210.4% 47,734 $4.2M
Schiavi & Co LLC 1.36% Reduce -0.5% 47,319 $4.1M
Wakefield Asset Management LLLP 1.12% Reduce -7.6% 47,122 $4.1M
Good Steward Wealth Advisors,LLC 2.84% Add +20.3% 47,074 $4.1M
Cibc World Market Inc. 0.01% Add +11.1% 46,681 $4.1M
CVA Family Office, LLC 0.52% Add +1.5% 46,669 $4.1M
Leavell Investment Management, Inc. 0.17% Reduce -0.1% 45,919 $4.0M
Centerpoint Advisors, LLC 1.24% Reduce -1.0% 45,913 $4.0M
First Financial Bankshares Inc 0.08% Reduce -5.9% 45,870 $4.0M
Fi3 FINANCIAL ADVISORS, LLC 1.35% Reduce -0.8% 45,642 $4.0M
Ellis Investment Partners, LLC 0.71% Add +5.2% 44,903 $3.9M
Choate Investment Advisors 0.08% Add +64.7% 44,427 $3.9M
LTG Capital LLC 3.04% Add +2.9% 44,236 $3.9M
Strategic Financial Concepts, LLC 0.56% Reduce -4.4% 43,811 $3.8M
PACK Private Wealth, LLC 1.80% No change 43,743 $3.8M
4Thought Financial Group Inc. 1.92% Reduce -1.9% 43,472 $3.8M
New England Private Wealth Advisors LLC 0.50% Add +2.1% 43,340 $3.8M
Stock Yards Bank & Trust Co. 0.12% Add +3.8% 43,323 $3.8M
Strategic Blueprint, LLC 0.16% Add +10.6% 43,014 $3.8M
Simplicity Wealth,LLC 0.22% Add +9.0% 42,824 $3.7M
Intrua Financial, LLC 0.44% Add +4.0% 42,750 $3.7M
CSM Advisors, LLC 0.10% No change 42,684 $3.7M
Collective Family Office LLC 0.89% No change 42,467 $3.7M
Sunbeam Capital Management, LLC 2.28% Add +27.6% 42,104 $3.7M
Sage Mountain Advisors LLC 0.21% Add +217.2% 41,912 $3.7M
Beam Wealth Advisors, Inc. 1.00% Add +8.1% 41,898 $3.7M
Windward Private Wealth Management Inc. 1.26% Reduce -5.5% 41,806 $3.7M
Kaleidoscope Capital LP 1.04% No change 41,650 $3.6M
Gold Investment Management Ltd. 1.21% Add +8.1% 41,232 $3.6M
Compton Financial Group, LLC 0.87% Reduce -2.5% 41,146 $3.6M
Cowa, LLC 1.27% Add +3.9% 41,072 $3.6M
Sierra Capital LLC 0.39% No change 40,918 $3.6M
Bridges Investment Management Inc. 0.05% Add +1.4% 40,788 $3.6M
TRUE Private Wealth Advisors 0.36% Add +2.7% 40,730 $3.6M
PFG Advisors 0.15% Add +1.8% 40,700 $3.6M
Cynosure Group, LLC 0.38% No change 40,380 $3.5M
Inman Jager Wealth Management, LLC 2.24% Reduce -6.8% 40,254 $3.5M
Inspire Advisors, LLC 0.34% Reduce -1.2% 40,215 $3.5M
Level Wealth Management LLC 1.84% Reduce -4.6% 40,054 $3.5M
Soltis Investment Advisors LLC 0.24% Add +0.3% 40,031 $3.5M
Mutual Advisors, LLC 0.08% Add +2.6% 39,450 $3.5M
Patton Albertson Miller Group, LLC 0.42% Reduce -0.1% 39,980 $3.5M
Pinnacle Financial Partners Inc 0.08% Reduce -48.9% 39,957 $3.5M
Beese Fulmer Investment Management, Inc. 0.24% Add +1.0% 39,751 $3.5M
Sequent Planning LLC 0.98% New 39,708 $3.5M
BWM Planning, LLC 1.03% No change 39,679 $3.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.07% Reduce -4.1% 39,392 $3.4M
Capital Advantage, Inc. 0.52% Reduce -0.8% 39,391 $3.4M
Capital Investment Advisors, LLC 0.06% Add +10.0% 39,135 $3.4M
Obsidian Cio, LLC 0.45% Reduce -5.6% 38,889 $3.4M
Flagship Harbor Advisors, LLC 0.15% Add +8.0% 38,668 $3.4M
Red Crane Wealth Management, LLC 2.84% Add +6.3% 38,563 $3.4M
Kanawha Capital Management LLC 0.23% Reduce -0.5% 38,202 $3.3M
Madison Wealth Partners, Inc 0.66% Add +1.1% 38,189 $3.3M
Williams Jones Wealth Management, LLC. 0.04% Add +48.6% 38,121 $3.3M
Phillips Financial Management, LLC 0.22% Reduce -4.6% 38,072 $3.3M
North Star Investment Management Corp. 0.21% Add +7.2% 38,019 $3.3M
F/m Investments LLC 0.13% Reduce -3.6% 37,652 $3.3M
Aletheian Wealth Advisors LLC 1.52% No change 37,548 $3.3M
Beacon Bridge Wealth Partners, LLC 1.16% Reduce -0.2% 37,492 $3.3M
Princeton Global Asset Management LLC 0.54% Add +0.6% 37,324 $3.3M
Cornerstone Advisors Asset Management, LLC 0.57% Add +8.8% 37,160 $3.2M
Corsicana & Co. 1.82% — 37,115 $3.2M
Keystone Global Partners, LLC 1.64% Reduce -4.6% 36,979 $3.2M
Diversified Enterprises, LLC 0.22% Reduce -0.1% 36,941 $3.2M
Bigelow Investment Advisors, LLC 1.30% Reduce -0.1% 36,830 $3.2M
Prudential PLC 0.02% Add +13.2% 36,800 $3.2M
Kestra Investment Management, LLC 0.09% Add +13.9% 36,695 $3.2M
Colonial Trust Advisors 0.25% Reduce -1.1% 36,488 $3.2M
Cambridge Financial Group, LLC 1.02% Reduce -0.2% 36,346 $3.2M
CWS Financial Advisors, LLC 0.88% Add +5.0% 36,308 $3.2M
Chris Bulman Inc 1.59% Reduce -21.3% 36,277 $3.2M
New Hampshire Trust 0.61% Add +8.5% 36,141 $3.2M
Bryn Mawr Trust Advisors, LLC 0.15% Reduce -0.8% 35,714 $3.1M
Stratos Wealth Advisors, LLC 0.15% Add +0.9% 35,370 $3.1M
Hollencrest Capital Management 0.11% Reduce -10.2% 35,281 $3.1M
SWP Financial LLC 1.55% Add +8.5% 34,938 $3.1M
Hamilton Wealth, LLC 0.63% Reduce -20.5% 34,830 $3.0M
Bearing Point Capital, LLC 0.52% No change 34,800 $3.0M
KPP Advisory Services LLC 0.45% Add +0.3% 34,736 $3.0M
Raffa Wealth Management, LLC 0.54% Reduce -8.8% 34,467 $3.0M
Moneco Advisors, LLC 0.25% Reduce -2.6% 34,429 $3.0M
LM Advisors LLC 0.43% Add +20.3% 34,364 $3.0M
Essex Financial Services, Inc. 0.18% Reduce -7.2% 33,973 $3.0M
Manhattan West Asset Management, LLC 0.63% Add +4.4% 33,961 $3.0M
Apeiron RIA LLC 0.67% Reduce -7.5% 33,816 $3.0M
AA Financial Advisors, LLC 0.58% Add +10.7% 33,877 $3.0M
LGL Partners, LLC 1.26% Add +3.5% 33,871 $3.0M
Atlantic Union Bankshares Corp 0.06% Add +100.5% 33,850 $3.0M
Evanson Asset Management, LLC 0.17% No change 33,564 $2.9M
Hobbs Group Advisors, LLC 0.91% Add +1.8% 33,549 $2.9M
YANKCOM Partnership 1.32% No change 33,506 $2.9M
Stonebrook Private Inc. 0.62% Add +4.5% 32,941 $2.9M
Panoramic Investment Advisors, LLC 1.61% Add +5.0% 32,866 $2.9M
Pinnacle Bancorp, Inc. 0.84% Add +4.7% 32,764 $2.9M
Peak Financial Management, Inc. 0.76% Reduce -6.1% 32,731 $2.9M
Total Wealth Planning, LLC 0.33% Add +29.0% 32,569 $2.8M
Dravo Bay LLC 1.25% Reduce -0.4% 32,519 $2.8M
Kings Path Partners LLC 1.05% Reduce -0.1% 32,514 $2.8M
Ignite Planners, LLC 0.46% Reduce -0.2% 32,415 $2.8M
Vestcor Inc 0.08% Add +2.8% 32,376 $2.8M
180 Wealth Advisors, LLC 0.34% Add +0.1% 32,337 $2.8M
ADG Wealth Management Group, LLC 2.24% Reduce -0.4% 32,327 $2.8M
Maseco LLP 0.14% Reduce -9.0% 32,246 $2.8M
Capital Advisors, Ltd. LLC 0.32% Add +4.1% 32,151 $2.8M
Bison Wealth, LLC 0.26% Add +12.1% 31,815 $2.8M
Flagstar Securities, Inc. 0.85% Reduce -8.1% 31,935 $2.8M
Colton Groome Financial Advisors, LLC 0.85% Reduce -1.6% 31,854 $2.8M
Strategy Asset Managers LLC 0.50% Add +67.7% 31,828 $2.8M
Laird Norton Wetherby Wealth Management, LLC 0.11% Add +1.5% 31,761 $2.8M
Lineweaver Wealth Advisors, LLC 0.41% Reduce -0.2% 31,667 $2.8M
Tompkins Financial Corp. 0.23% Add +23.4% 31,607 $2.8M
Vista Cima Wealth Management LLC 2.29% Add +3.4% 31,533 $2.8M
Parsons Capital Management Inc. 0.16% Reduce -3.8% 31,328 $2.7M
Glenview Trust Co 0.04% Add +6.3% 31,265 $2.7M
GGM Financial LLC 1.37% Add +22.5% 31,225 $2.7M
Sax Wealth Advisors, LLC 0.15% Add +12.3% 31,127 $2.7M
Fire Capital Management LLC 1.55% Add +8.7% 30,822 $2.7M
Bryant Woods Investment Advisors, LLC 1.05% Reduce -2.2% 30,778 $2.7M
Leigh Baldwin & Co., LLC 1.51% Add +5.7% 30,621 $2.7M
Schneider Downs Wealth Management Advisors, LP 0.32% Reduce -13.6% 30,477 $2.7M
Empower Advisory Group, LLC 0.01% Reduce -0.6% 30,353 $2.7M
Wharton Business Group, LLC 0.12% Add +0.3% 30,353 $2.7M
Richard P Slaughter Associates Inc 0.57% Reduce -7.3% 30,328 $2.6M
Infinity Wealth Counsel, LLC 2.57% Reduce -0.3% 30,316 $2.6M
3Chopt Investment Partners, LLC 0.60% Add +0.7% 30,104 $2.6M
Litman Gregory Wealth Management LLC 0.19% Reduce -0.1% 29,968 $2.6M
Lodestar Private Asset Management LLC 0.27% Add +134.5% 29,899 $2.6M
Allworth Financial LP 0.01% Add +15.3% 29,882 $2.6M
Operose Advisors LLC 0.65% Add +0.4% 29,696 $2.6M
Grant Street Asset Management, Inc. 0.55% Reduce -0.1% 29,629 $2.6M
Arcus Capital Partners, LLC 1.13% No change 29,583 $2.6M
Gentry Private Wealth, LLC 1.80% Reduce -11.9% 29,525 $2.6M
Fiduciary Alliance LLC 0.17% Add +6.0% 29,469 $2.6M
Forefront Wealth Partners, LLC 0.65% Reduce -25.1% 29,428 $2.6M
Johnson Investment Counsel Inc. 0.02% Add +8.0% 29,339 $2.6M
Evoke Wealth, LLC 0.05% Add +67.8% 29,205 $2.5M
Secured Retirement Advisors, LLC 1.42% Reduce -0.5% 29,101 $2.5M
Heritage Family Offices, LLP 1.18% Reduce -37.7% 29,049 $2.5M
Shufro Rose & Co. LLC 0.21% Reduce -0.8% 33,442 $2.5M
Verdence Capital Advisors LLC 0.15% Add +6.6% 28,308 $2.5M
Blue Trust, Inc. 0.03% Reduce -3.9% 28,629 $2.5M
Tobias Financial Advisors, Inc. 0.38% Add +1.4% 28,529 $2.5M
Biltmore Family Office, LLC 0.35% Add +0.3% 28,481 $2.5M
Independent Advisor Alliance 0.06% Reduce -2.5% 28,420 $2.5M
Endeavor Private Wealth, Inc. 0.76% Add +5.9% 28,219 $2.5M
First Horizon Corp. 0.12% — 28,216 $2.5M
Thoroughbred Financial Services, LLC 0.15% Reduce -1.4% 28,050 $2.4M
Wealthfront Advisers LLC 0.01% Add +9.3% 27,998 $2.4M
Members Wealth LLC 1.55% — 27,780 $2.4M
Cyndeo Wealth Partners, LLC 0.14% Reduce -1.5% 27,924 $2.4M
Denver PWM, LLC 0.76% No change 29,189 $2.4M
Investment Advisory Group, LLC 0.66% Reduce -0.3% 27,904 $2.4M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.29% Add +1.3% 27,803 $2.4M
Godshalk Welsh Capital Management, Inc. 1.39% Add +1.4% 27,714 $2.4M
Firestone Capital Management 0.52% No change 27,597 $2.4M
Morton Brown Family Wealth, LLC 0.69% Reduce -0.6% 27,510 $2.4M
Envision Financial LLC 1.37% Reduce -1.7% 27,370 $2.4M
Veracity Capital LLC 0.77% Add +5.9% 27,301 $2.4M
Jacobi Capital Management LLC 0.14% Add +11.1% 27,113 $2.4M
Arkansas Financial Group, Inc. 0.35% Add +4.5% 27,067 $2.4M
Zions Bancorporation, National Association 0.12% No change 26,809 $2.3M
Plimoth Trust Co. LLC 0.53% Add +133.8% 26,780 $2.3M
Balefire, LLC 0.47% Add +30.5% 26,713 $2.3M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -18.5% 26,688 $2.3M
Aegis Wealth Management LLC 1.25% Reduce -1.6% 26,645 $2.3M
RFG Advisory, LLC 0.05% Reduce -53.9% 26,623 $2.3M
Wilmington Savings Fund Society, FSB 0.06% Reduce -54.1% 26,615 $2.3M
Brown Wealth Management, LLC 0.65% Add +3.0% 26,499 $2.3M
Integrity Alliance, Llc. 0.11% Add +42.6% 26,435 $2.3M
GWN Securities Inc. 0.53% Add +10.5% 26,316 $2.3M
Keystone Financial Group 0.18% Add +14.8% 26,239 $2.3M
Snider Financial Group 0.62% Add +4.0% 26,183 $2.3M
IFS Group,LLC 2.00% — 25,924 $2.3M
Lee Financial Co 0.29% Reduce -2.8% 26,066 $2.3M
Wedbush Securities Inc. 0.07% Reduce -18.9% 25,880 $2.3M
Headinvest, LLC 0.47% Add +121.6% 25,823 $2.3M
Steel Grove Capital Advisors, LLC 0.27% No change 27,006 $2.3M
Quadrant Private Wealth Management, LLC 0.41% Reduce -18.5% 25,717 $2.2M
Sentinel Trust Co. Lba 0.23% Reduce -0.8% 25,627 $2.2M
Synergy Investment Management, LLC 0.85% Reduce -18.9% 25,583 $2.2M
M Holdings Securities, Inc. 0.47% Reduce -39.2% 25,321 $2.2M
Slagle Financial, LLC 0.81% Add +3.6% 25,214 $2.2M
Inkwell Capital LLC 2.23% New 25,020 $2.2M
Claro Advisors Inc. 0.32% Reduce -6.8% 24,866 $2.2M
Certus Wealth Management, LLC 1.30% Reduce -5.4% 24,852 $2.2M
Cornerstone Partners Capital Management, LLC 6.28% No change 24,828 $2.2M
Krilogy Financial LLC 0.08% New 24,669 $2.2M
Siligmueller & Norvid Wealth Advisors LLC 0.97% New 22,280 $2.2M
Fiera Capital Corp 0.01% Add +11.2% 24,639 $2.2M
Argonautica Private Wealth Management, Inc. 0.63% Add +0.4% 24,602 $2.1M
CreativeOne Wealth, LLC 0.05% Reduce -8.6% 24,556 $2.1M
AdvisorNet Financial, Inc 0.12% Reduce -0.6% 24,545 $2.1M
Heritage Trust Co 0.23% Reduce -0.8% 24,540 $2.1M
City National Bank of Florida 1.41% Add +16.8% 24,507 $2.1M
Cascade Financial Partners, LLC 0.24% No change 24,374 $2.1M
StrongBox Wealth, LLC 0.72% Add +11.7% 24,344 $2.1M
Ascentis Wealth Management, LLC 0.50% Add +8.2% 23,783 $2.1M
ETF Portfolio Partners, Inc. 0.55% Reduce -1.2% 23,701 $2.1M
Warner Financial, Inc. 0.77% Add +0.1% 23,667 $2.1M
Disciplined Investments, LLC 0.82% Reduce -5.5% 23,589 $2.1M
Mayport, LLC 0.45% Reduce -1.1% 23,566 $2.1M
Williams & Novak, LLC 1.58% Add +2.9% 23,545 $2.1M
Knightsbridge Asset Management, LLC 0.35% Reduce -0.0% 23,481 $2.1M
Nicolet Advisory Services, LLC 0.16% Add +0.7% 23,230 $2.0M
Bfsg, LLC 0.20% Add +1227.9% 23,397 $2.0M
Morton Capital Management LLC 0.33% Add +0.4% 23,330 $2.0M
QRG Capital Management, Inc. 0.02% Add +53.3% 23,290 $2.0M
Debussy Capital Management LP 0.29% Reduce -8.8% 23,290 $2.0M
Islay Capital Management, LLC 1.18% Add +3.3% 23,270 $2.0M
Tsfg, LLC 0.32% Add +5.3% 23,252 $2.0M
Renasant Bank 1.29% Add +177.1% 23,210 $2.0M
Cahill Financial Advisors Inc. 0.23% Add +18.7% 23,086 $2.0M
Valley Wealth Managers, Inc. 0.13% Reduce -3.3% 23,010 $2.0M
Foundations Investment Advisors, LLC 0.03% Add +8.6% 22,962 $2.0M
Manchester Capital Management LLC 0.27% No change 22,914 $2.0M
Penobscot Investment Management Company, Inc. 0.15% Add +10.8% 22,903 $2.0M
Rainier Family Wealth Inc. 1.78% No change 22,889 $2.0M
HBK Sorce Advisory LLC 0.05% Reduce -10.8% 22,782 $2.0M
Gilbert & Cook, Inc. 0.26% Reduce -1.1% 22,802 $2.0M
Verus Capital Partners, LLC 0.15% Reduce -0.1% 22,759 $2.0M
JDM Financial Group LLC 0.83% Reduce -0.6% 22,757 $2.0M
Nilsine Partners, LLC 0.18% Reduce -6.4% 22,621 $2.0M
United Advisor Group, LLC 0.27% Add +6.2% 22,593 $2.0M
Matauro, LLC 0.31% Add +0.3% 22,584 $2.0M
Independence Bank of Kentucky 0.25% Add +2.9% 22,484 $2.0M
Everhart Financial Group, Inc. 0.20% Add +5.5% 22,343 $2.0M
Hassell Wealth Management, LLC 0.68% No change 22,293 $1.9M
Certuity, LLC 0.13% Add +190.3% 22,206 $1.9M
Wiser Wealth Management, Inc 0.44% Reduce -10.5% 22,169 $1.9M
Northwest Wealth Management, LLC 0.32% Reduce -7.1% 22,161 $1.9M
Dynamic Financial Group 1.67% Add +3.5% 22,004 $1.9M
Ausdal Financial Partners, Inc. 0.09% Add +136.1% 21,886 $1.9M
Magnus Financial Group LLC 0.15% Reduce -19.1% 21,758 $1.9M
Arrowroot Family Office, LLC 0.76% Add +4.2% 21,749 $1.9M
Empirical Asset Management, LLC 0.53% Add +1.2% 21,720 $1.9M
BIP Wealth, LLC 0.09% Add +20.7% 21,505 $1.9M
Droms Strauss Advisors Inc. /Mo/ 0.54% Add +2.1% 21,454 $1.9M
U.S. Capital Wealth Advisors, LLC 0.05% Reduce -23.1% 21,454 $1.9M
Journey Strategic Wealth LLC 0.05% Reduce -66.2% 21,381 $1.9M
Main Street Financial Solutions, LLC 0.12% Add +43.0% 21,365 $1.9M
Wind River Trust Co 0.68% No change 21,203 $1.9M
First Bank & Trust 0.31% Add +0.6% 21,171 $1.8M
Blueprint Investment Partners LLC 0.26% New 20,984 $1.8M
Fourth Dimension Wealth, LLC 0.70% Reduce -0.5% 20,943 $1.8M
Cooper Financial Group 0.20% Add +10.5% 20,808 $1.8M
Ameritas Advisory Services, LLC 0.12% Reduce -19.4% 20,803 $1.8M
Strategic Wealth Partners, Ltd. 0.14% Add +18.4% 20,789 $1.8M
Mma Asset Management LLC 0.61% Add +2.4% 20,783 $1.8M
Quent Capital, LLC 0.15% Add +2.7% 20,694 $1.8M
2UniFi Bank 0.90% Add +9.8% 20,632 $1.8M
Courage Miller Partners, LLC 0.54% Reduce -1.1% 20,520 $1.8M
Rebalance, LLC 0.11% Add +6.0% 20,517 $1.8M
Seven Post Investment Office LP 0.64% No change 20,507 $1.8M
Roger Wittlin Investment Advisory, LLC 0.99% Add +14.9% 20,481 $1.8M
Russell Investments Group, Ltd. 0.00% Reduce -23.5% 20,437 $1.8M
Black Diamond Financial, LLC 0.20% Add +0.5% 20,423 $1.8M
Evercore Wealth Management, LLC 0.03% Reduce -6.3% 20,383 $1.8M
Amplius Wealth Advisors, LLC 0.15% Reduce -30.4% 20,292 $1.8M
Highland Financial Advisors, LLC 0.50% Add +5.6% 20,139 $1.8M
Trevian Wealth Management LLC 0.94% Add +15.5% 20,092 $1.8M
NDVR, Inc. 1.45% Add +2.5% 19,974 $1.7M
Milestone Asset Management Group, LLC 1.09% Add +3.1% 19,931 $1.7M
FineMark National Bank & Trust 0.06% Add +18.5% 19,925 $1.7M
Signature Estate & Investment Advisors LLC 0.04% Add +3.6% 19,925 $1.7M
Independent Financial Group, LLC 0.04% Add +12.6% 19,879 $1.7M
First County Bank 0.89% Add +3.0% 19,856 $1.7M
Occidental Asset Management, LLC 0.22% Add +20.8% 19,830 $1.7M
Rockwood Wealth Management, LLC 0.14% Add +12.4% 19,809 $1.7M
JMG Financial Group, Ltd. 0.05% Reduce -5.0% 19,772 $1.7M
Embree Financial Group 0.23% Reduce -0.2% 19,691 $1.7M
New Republic Capital, LLC 0.53% Add +29.5% 19,681 $1.7M
Icon Wealth Advisors, LLC 0.12% Reduce -2.3% 19,549 $1.7M
Howard Financial Services, LTD. 0.21% Reduce -0.0% 19,522 $1.7M
Magnolia Capital Advisors LLC 0.44% Add +0.3% 19,418 $1.7M
Perennial Investment Advisors, LLC 0.14% Reduce -0.4% 19,395 $1.7M
M1 Capital Management LLC 0.73% Add +64.0% 19,319 $1.7M
Hoxton Planning & Management, LLC 0.54% Reduce -6.0% 19,259 $1.7M
Clear Investment Research, LLC 2.25% Reduce -45.2% 19,258 $1.7M
Philadelphia Trust Co. 0.12% Add +5.0% 19,249 $1.7M
Sovereign Financial Group, Inc. 0.31% Reduce -0.5% 18,985 $1.7M
Charter Oak Capital Management, LLC 0.13% Add +7.8% 18,911 $1.7M
Tred Avon Family Wealth, LLC 0.57% — 18,833 $1.6M
Kooman & Associates 0.51% Reduce -0.4% 18,794 $1.6M
Csenge Advisory Group 0.08% Reduce -12.7% 18,766 $1.6M
AlTi Global, Inc. 0.04% Reduce -14.3% 18,691 $1.6M
Tufton Capital Management 0.29% Add +2.2% 18,687 $1.6M
Lincoln Capital LLC 0.30% Add +0.5% 18,236 $1.6M
Consolidated Portfolio Review Corp 0.20% Add +1.7% 18,510 $1.6M
SIMA Wealth Partners, LLC 1.23% Reduce -0.0% 18,458 $1.6M
Bestgate Wealth Advisors, LLC 2.84% Add +46.3% 18,418 $1.6M
Cherry Tree Wealth Management, LLC 0.35% Reduce -4.5% 18,342 $1.6M
Pinnacle Associates Ltd. 0.02% No change 18,306 $1.6M
St. Louis Trust Co 0.20% No change 18,295 $1.6M
Beckerman Institutional, LLC 0.94% Reduce -5.6% 18,232 $1.6M
Northwest Bancshares, Inc. 0.26% Reduce -2.2% 18,208 $1.6M
HCR Wealth Advisors 0.16% Reduce -1.0% 18,015 $1.6M
Pallas Capital Advisors LLC 0.06% Reduce -4.8% 18,124 $1.6M
StoneX Group Inc. 0.07% Reduce -13.4% 18,121 $1.6M
Richmond Investment Services, LLC 0.29% Add +9.1% 18,087 $1.6M
Advisors Capital Management, LLC 0.02% Add +12.1% 18,020 $1.6M
UNIVEST FINANCIAL Corp 0.09% Add +1.4% 17,994 $1.6M
Global View Capital Management LLC 0.33% Reduce -0.0% 17,988 $1.6M
LongView Wealth Management 0.42% Reduce -16.4% 17,878 $1.6M
Innovative Wealth Building LLC 1.21% Reduce -6.4% 17,844 $1.6M
DRW Securities, LLC 0.08% New 17,779 $1.5M
GAMMA Investing LLC 0.09% Add +1.3% 17,728 $1.5M
Kingswood Wealth Advisors, LLC 0.09% Add +13.7% 17,717 $1.5M
WealthCare Investment Partners, LLC 0.50% Add +1.2% 17,561 $1.5M
Wingate Wealth Advisors, Inc. 1.07% Add +1.5% 17,662 $1.5M
Investment Research & Advisory Group, Inc. 0.52% Add +13.7% 17,650 $1.5M
Cornerstone Wealth Management, LLC 0.08% Add +6.4% 17,591 $1.5M
MA Private Wealth 0.26% Add +1.2% 17,591 $1.5M
Shelton Wealth Management, LLC 0.71% Reduce -0.7% 17,569 $1.5M
Aurdan Capital Management, LLC 0.49% Add +7.3% 17,501 $1.5M
Focus Financial Network, Inc. 0.05% Reduce -63.4% 17,443 $1.5M
Lee, Kelleher & Klein Wealth Management 0.94% Add +11.1% 17,387 $1.5M
NCM Capital Management, LLC 0.59% Add +3.9% 17,361 $1.5M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.09% Add +15.2% 17,232 $1.5M
Trueblood Wealth Management, LLC 0.59% Add +5.2% 17,224 $1.5M
West Bancorporation Inc. 0.83% Add +2.2% 17,140 $1.5M
SOL Capital Management CO 0.13% Add +4.7% 17,087 $1.5M
Cabot Wealth Management Inc. 0.16% Add +0.4% 17,019 $1.5M
Invst, LLC 0.17% Reduce -44.4% 17,017 $1.5M
Paragon Capital Management Ltd 0.28% Reduce -14.2% 17,012 $1.5M
Gries Financial LLC 0.23% Add +302.3% 17,007 $1.5M
Vista Capital Partners, Inc. 0.15% Add +73.9% 17,001 $1.5M
Hicks Capital Management LLC 2.42% Reduce -8.0% 16,984 $1.5M
Alteri Wealth LLC 0.51% Add +19.6% 16,975 $1.5M
Insigneo Advisory Services, LLC 0.10% Add +39.6% 16,917 $1.5M
Trust Co. of Vermont 0.06% Add +13.4% 16,862 $1.5M
Forte Asset Management LLC 0.70% No change 16,764 $1.5M
Stonebridge Financial Group, LLC 0.13% Add +5.6% 16,689 $1.5M
Well Done, LLC 0.25% Add +28.4% 16,614 $1.5M
TFC Financial Management, Inc. 0.19% Reduce -2.4% 16,573 $1.4M
Binnacle Investments Inc 0.85% Reduce -0.7% 16,534 $1.4M
Sepio Capital, LP 0.09% Add +9.5% 16,526 $1.4M
Dentgroup LLC 0.93% Reduce -6.8% 16,486 $1.4M
JRM Investment Counsel, LLC 0.43% Reduce -2.1% 16,462 $1.4M
Stephens Inc. 0.02% Add +9.1% 16,444 $1.4M
Compass Ion Advisors, LLC 0.14% Add +25.9% 16,373 $1.4M
OneAscent Family Office, LLC 1.16% Reduce -4.6% 16,346 $1.4M
Saxon Interests, Inc. 0.56% Reduce -4.5% 16,666 $1.4M
RoundAngle Advisors LLC 1.10% Reduce -1.8% 16,322 $1.4M
Keystone Financial Group, Inc. 0.80% Reduce -0.1% 16,319 $1.4M
Altfest L J & Co. Inc. 0.16% Add +1.6% 16,277 $1.4M
HUB Investment Partners, LLC 0.05% Add +38.9% 16,219 $1.4M
First National Corp. /Ma/ 0.27% Reduce -8.0% 16,070 $1.4M
Winthrop Advisory Group LLC 0.12% Add +18.7% 16,178 $1.4M
Canandaigua National Bank & Trust Co. 0.12% Reduce -1.0% 16,124 $1.4M
Boyum Wealth Architects LLC 0.87% Reduce -4.8% 16,115 $1.4M
Summit Wealth & Retirement Planning, Inc. 0.34% Add +2.6% 16,066 $1.4M
Coign Capital Advisors LLC 0.77% Reduce -3.4% 16,030 $1.4M
TOWER TRUST & INVESTMENT Co 0.94% Add +2.0% 16,028 $1.4M
Jaffetilchin Investment Partners, LLC 0.08% No change 16,005 $1.4M
Klaas Financial Asset Advisors, LLC 0.21% Reduce -2.1% 15,971 $1.4M
Curated Wealth Partners LLC 0.17% Add +6.7% 15,881 $1.4M
Cambria Investment Management, L.P. 0.08% New 15,869 $1.4M
Dana Investment Advisors, Inc. 0.04% Reduce -0.2% 15,867 $1.4M
Foster & Motley Inc. 0.07% Add +0.9% 15,857 $1.4M
Kendall Capital Management 0.31% Reduce -72.5% 15,850 $1.4M
Fortis Advisors, LLC 0.79% Add +74.0% 15,775 $1.4M
Black Cypress Capital Management, LLC 1.03% Add +3.6% 15,753 $1.4M
Columbia Asset Management 0.26% Add +16.5% 15,740 $1.4M
Daymark Wealth Partners, LLC 0.05% Add +4.1% 15,683 $1.4M
BlueSky Wealth Advisors, LLC 0.18% Reduce -0.6% 15,653 $1.4M
Aries Wealth Management 0.32% No change 15,639 $1.4M
Benjamin Edwards Inc. 0.02% Reduce -6.8% 15,626 $1.4M
Cypress Capital Group 0.16% Add +23.6% 15,503 $1.4M
SeaBridge Investment Advisors LLC 0.22% No change 15,501 $1.4M
Retirement Wealth Solutions LLC 0.89% Reduce -1.2% 15,491 $1.4M
Wolff Wiese Magana LLC 0.76% Add +14.4% 15,414 $1.3M
Great Point Wealth Advisors, LLC 0.25% — 15,377 $1.3M
Parisi Gray Wealth Management 0.35% Add +0.0% 15,373 $1.3M
First Manhattan Co. Llc. 0.00% Add +19.7% 15,286 $1.3M
LVZ, Inc. 0.15% Reduce -15.0% 15,144 $1.3M
Wetzel Investment Advisors, Inc. 0.57% Reduce -7.7% 15,109 $1.3M
Washington Trust Advisors, Inc. 0.10% Add +1.3% 15,098 $1.3M
Guardian Wealth Advisors, LLC / NC 0.09% Add +0.7% 15,077 $1.3M
PGIM Custom Harvest LLC 0.02% Reduce -12.7% 15,060 $1.3M
Forza Wealth Management, LLC 0.50% No change 15,041 $1.3M
Market Street Wealth Management Advisors LLC 0.21% Reduce -1.7% 15,002 $1.3M
MainStreet Investment Advisors LLC 0.18% Add +0.4% 14,980 $1.3M
Colonial Trust Co / SC 0.18% Reduce -7.8% 14,939 $1.3M
Coordinated Financial Services, Inc. 0.83% Reduce -4.9% 14,674 $1.3M
Wealthgarden F.S. LLC 0.91% Reduce -15.9% 14,379 $1.3M
W Advisors, LLC 0.67% Reduce -3.3% 14,477 $1.3M
Walkner Condon Financial Advisors LLC 0.20% Add +194.6% 14,470 $1.3M
American State Bank (Iowa) 0.64% Reduce -0.5% 14,453 $1.3M
Darden Wealth Group Inc 0.66% Add +7.5% 14,426 $1.3M
Bear Mountain Capital, Inc. 0.42% Reduce -1.5% 14,223 $1.3M
Goldstein Advisors, LLC 0.15% Reduce -1.1% 14,297 $1.2M
C M Bidwell & Associates Ltd. 0.60% Reduce -0.1% 14,281 $1.2M
Romano Brothers and Company 0.14% Reduce -6.3% 14,204 $1.2M
Stevens Capital Partners 0.37% Add +0.6% 14,119 $1.2M
Maia Wealth LLC 0.21% Reduce -9.6% 13,875 $1.2M
TL Private Wealth 0.49% Reduce -3.1% 14,161 $1.2M
Watershed Private Wealth LLC 0.39% Add +2.7% 14,069 $1.2M
Hill Island Financial LLC 0.31% No change 14,003 $1.2M
Salem Investment Counselors Inc. 0.03% Add +15.2% 13,954 $1.2M
Welch & Forbes LLC 0.01% Add +8.6% 13,925 $1.2M
Trilogy Capital Inc. 0.06% Reduce -6.1% 13,835 $1.2M
HM Payson & Co. 0.02% Reduce -7.5% 13,818 $1.2M
Noble Family Wealth, LLC 0.26% No change 13,754 $1.2M
Blue Fin Capital, Inc. 0.19% Add +14.4% 13,690 $1.2M
McNamara Financial Services, Inc. 0.22% Reduce -0.0% 13,642 $1.2M
STAR Financial Bank 0.70% Reduce -11.5% 13,641 $1.2M
Stone Summit Wealth LLC 0.34% Reduce -4.5% 13,623 $1.2M
Brooklyn Investment Group 0.16% Reduce -1.3% 14,222 $1.2M
Bar Harbor Wealth Management 0.07% Add +1.3% 13,540 $1.2M
Smith, Moore & Co. 0.09% Add +29.9% 13,534 $1.2M
FSM Wealth Advisors, LLC 0.17% Add +6.2% 13,449 $1.2M
Hixon Zuercher, LLC 0.36% New 13,430 $1.2M
Ally Invest Advisors Inc. 0.08% Reduce -1.9% 13,387 $1.2M
Pinney & Scofield, Inc. 0.73% Reduce -0.4% 13,378 $1.2M
CoreCap Advisors, LLC 0.04% Add +25.2% 13,300 $1.2M
MFA Wealth Services 0.80% Add +0.1% 13,250 $1.2M
Sachetta, LLC 0.43% Reduce -1.1% 13,202 $1.2M
Joel Isaacson & Co., LLC 0.04% Add +15.3% 13,116 $1.1M
Sandhill Capital Partners LLC 0.08% Add +10.5% 13,105 $1.1M
JNBA Financial Advisors 0.10% No change 13,099 $1.1M
Keel Point, LLC 0.07% Add +47.4% 13,085 $1.1M
Realta Investment Advisors 0.38% Reduce -3.6% 13,042 $1.1M
NTV Asset Management LLC 0.12% Add +73.4% 13,040 $1.1M
Inspirion Wealth Advisors, LLC 0.16% Reduce -0.4% 14,586 $1.1M
New Century Financial Group, LLC 2.02% Reduce -3.6% 13,006 $1.1M
Breakwater Capital Group 0.17% Reduce -0.4% 12,984 $1.1M
Finley Financial, LLC 0.52% Reduce -1.5% 12,925 $1.1M
Koss-Olinger Consulting, LLC 0.09% No change 13,489 $1.1M
GW&K Investment Management, LLC 0.01% Add +32.8% 12,882 $1.1M
Ascentis Independent Advisors 0.19% Add +3.6% 12,866 $1.1M
Penobscot Wealth Management 0.36% Add +122.8% 12,857 $1.1M
Elm Partners Management LLC 0.06% Add +24.9% 12,794 $1.1M
DBK Financial Counsel, LLC 0.94% Reduce -0.5% 12,737 $1.1M
PCG Asset Management, LLC 0.89% Add +3.4% 12,725 $1.1M
Fisher Asset Management 0.00% Reduce -32.3% 12,700 $1.1M
NorthStar Asset Management LLC 0.53% No change 12,670 $1.1M
Davidson Trust Co. 0.46% No change 12,627 $1.1M
Columbus Macro, LLC 0.13% Reduce -26.9% 12,598 $1.1M
Strata Wealth Advisors, LLC 0.29% Reduce -1.3% 12,560 $1.1M
GDS Wealth Management 0.07% Add +0.7% 12,534 $1.1M
Victory Financial Group, LLC 0.15% Add +17.6% 12,509 $1.1M
Graybill Wealth Management, LTD. 0.33% Reduce -9.1% 12,441 $1.1M
American Trust 0.09% Add +2.6% 12,399 $1.1M
Fortress Wealth Management, Inc. 0.48% Reduce -13.7% 12,385 $1.1M
K2 Financial Inc. 0.87% Reduce -0.1% 12,442 $1.1M
Sheets Smith Wealth Management 0.12% Add +0.5% 12,237 $1.1M
Calton & Associates, Inc. 0.16% Reduce -1.5% 12,232 $1.1M
GM Advisory Group, LLC 0.05% Add +16.4% 12,229 $1.1M
Bristlecone Advisors, LLC 0.09% Add +2.1% 12,079 $1.1M
Noesis Capital Mangement Corp. 0.16% Add +1.3% 12,069 $1.1M
Brady Family Wealth, LLC 0.32% Add +5.3% 12,007 $1.0M
Sharp Wealth Advisory, LLC 0.57% Add +1.7% 12,003 $1.0M
Novus Advisors, LLC 2.41% Reduce -0.1% 12,001 $1.0M
Clarendon Private LLC 0.95% Reduce -1.9% 11,987 $1.0M
Peoples Bank 0.64% Add +0.5% 11,974 $1.0M
Davis R M Inc. 0.02% Add +29.4% 11,870 $1.0M
Kovack Advisors, Inc. 0.10% Reduce -5.8% 11,857 $1.0M
Peterson Wealth Services 0.26% Reduce -97.8% 260 $1.0M
Centaurus Financial, Inc. 0.05% Add +1.8% 11,825 $1.0M
Edgestream Partners, L.P. 0.03% New 11,785 $1.0M
Freedom Investment Management, Inc. 0.27% Reduce -95.3% 11,723 $1.0M
Traynor Capital Management, Inc. 0.06% New 11,638 $1.0M
FSC Wealth Advisors, LLC 0.58% Reduce -0.4% 11,591 $1.0M
Tranquility Partners, LLC 0.34% Add +7.4% 11,573 $1.0M
FFT Wealth Management LLC 0.18% Reduce -9.2% 11,526 $1.0M
Gryphon Financial Partners LLC 0.11% Add +10.3% 11,502 $1.0M
First American Trust, FSB 0.07% Add +17.3% 11,483 $1.0M
REAP Financial Group, LLC 0.22% Add +12.8% 11,474 $1.0M
Essex Bank 0.23% Add +1.0% 11,451 $1000K
Ibex Wealth Advisors 0.10% Reduce -0.4% 11,354 $991K
CM Wealth Advisors LLC 0.26% Reduce -1.9% 11,352 $991K
McGlone Suttner Wealth Management, Inc. 0.14% No change 11,352 $991K
Willis Johnson & Associates, Inc. 0.06% Add +12.8% 11,340 $990K
Clark Asset Management, LLC 0.12% Reduce -19.1% 11,339 $990K
Intrepid Financial Planning Group LLC 0.38% Add +305.4% 11,331 $989K
Kwmg, LLC 0.09% Reduce -1.8% 11,321 $988K
Mitchell Capital Management Co. 0.17% Add +40.9% 11,271 $984K
Ellenbecker Investment Group 0.15% Reduce -0.1% 11,259 $983K
Two West Capital Advisors LLC 0.59% Reduce -6.3% 11,083 $983K
Northside Capital Management, LLC 0.09% Add +13.2% 11,236 $981K
Truefg, LLC 0.27% Reduce -1.3% 11,135 $972K
Rockland Trust Co. 0.04% Add +79.2% 11,109 $970K
Wealth Management Partners, LLC 0.31% Add +17.1% 11,013 $962K
Silver Oak Securities, Incorporated 0.07% Add +11.7% 11,012 $961K
Old Second National Bank of Aurora 0.20% No change 10,996 $960K
Old Mission Investment Co LLC 0.23% Reduce -0.9% 10,992 $960K
Holland Advisory Services, Inc. 1.31% No change 10,961 $957K
Shayne & Jacobs, LLC 0.29% No change 10,869 $949K
Painted Porch Advisors LLC 0.36% Add +0.1% 10,842 $947K
Investmark Advisory Group LLC 0.41% Add +3.3% 10,774 $941K
Beacon Financial Advisory LLC 0.22% Add +9.0% 10,757 $939K
Lazari Capital Management, Inc. 0.32% Reduce -16.6% 10,748 $938K
Evensky & Katz LLC 0.05% Reduce -6.6% 10,738 $938K
Presilium Private Wealth, LLC 0.18% No change 10,699 $934K
Pitcairn Co. 0.07% Reduce -1.7% 10,690 $933K
Hilltop Holdings Inc. 0.05% Reduce -5.1% 10,641 $929K
Westmount Partners, LLC 0.24% Reduce -4.8% 10,568 $929K
Access Financial Services, Inc. 0.34% Reduce -9.0% 10,606 $926K
tru Independence LLC 0.24% Add +11.4% 10,571 $923K
Cadence Bank 0.06% Reduce -2.0% 10,533 $920K
Patron Partners, LLC 0.42% Add +6.6% 10,500 $917K
TCI Wealth Advisors, Inc. 0.05% Add +1.9% 10,498 $917K
Elevatus Welath Management 0.26% Add +2.3% 10,446 $912K
First Citizens Financial Corp 0.45% Reduce -1.9% 10,444 $912K
Alpine Bank Wealth Management 0.13% No change 10,425 $910K
XTX Topco Ltd 0.05% New 10,407 $909K
Beverly Hills Private Wealth, LLC 0.16% Add +12.2% 10,376 $906K
Garde Capital, Inc. 0.05% Add +0.9% 10,345 $903K
Segall Bryant & Hamill, LLC 0.01% Reduce -11.6% 10,307 $900K
Capital Advisors Wealth Management, LLC 0.13% Add +253.6% 10,187 $889K
First Commonwealth Financial Corp 0.15% No change 10,063 $879K
GC Wealth Management RIA, LLC 0.03% Add +3.7% 10,054 $878K
Donaldson Capital Management, LLC 0.03% New 10,004 $873K
West Michigan Advisors, LLC 0.21% Reduce -1.6% 9,996 $873K
Richards, Merrill & Peterson, Inc. 0.38% No change 9,995 $873K
Catalyst Private Wealth, LLC 0.38% No change 9,945 $868K
Moss Adams Wealth Advisors LLC 0.07% Add +5.8% 9,892 $864K
Qube Research & Technologies Ltd 0.00% Add +205.0% 9,830 $858K
Community Trust & Investment Co. 0.05% New 9,822 $858K
Elgethun Capital Management 0.16% Add +1.1% 9,740 $855K
Human Investing LLC 0.13% Reduce -0.8% 9,796 $855K
Private Wealth Advisors, LLC 0.32% Add +2.1% 9,784 $854K
Investment Research Partners LLC 0.38% — 9,614 $852K
Schrum Private Wealth Management LLC 0.62% Add +7.8% 9,732 $850K
Aspen Wealth Management LLC 0.19% Add +1.9% 9,719 $849K
Barrett & Company, Inc. 0.29% Add +11.5% 9,668 $844K
CPC Advisors, LLC 0.09% Add +13.6% 9,593 $838K
Cantor Fitzgerald Investment Advisors L.P. 0.06% Reduce -1.0% 9,578 $836K
Harbor Group, Inc. 0.13% Reduce -2.6% 9,574 $836K
RCS Financial Planning, LLC 0.37% No change 9,555 $834K
Simmons Bank 0.06% Add +5.0% 9,541 $833K
SeaCrest Wealth Management, LLC 0.09% Reduce -2.6% 9,381 $830K
Bulwark Capital Corp 0.64% Add +4.4% 9,467 $827K
Capital Group Private Client Services, Inc. 0.01% Reduce -6.0% 9,437 $824K
Motco 0.08% Add +52.2% 9,424 $823K
PUREfi Wealth, LLC 0.63% Add +108.4% 9,401 $821K
Orleans Capital Management Corp. 0.53% No change 9,350 $816K
TD Capital Management LLC 0.07% No change 9,341 $816K
Eastern Bank 0.01% Reduce -10.7% 9,314 $813K
JFG Wealth Management, LLC 0.16% No change 9,311 $813K
Drucker Wealth 3.0, LLC 0.14% Reduce -0.4% 9,265 $809K
Concorde Asset Management, LLC 0.34% — 9,116 $802K
First National Bank Sioux Falls 0.25% No change 9,167 $800K
Sutton Place Investors LLC 0.46% Reduce -0.1% 9,144 $798K
Cypress Wealth Services, LLC 0.13% Reduce -13.1% 9,121 $796K
Inscription Capital, LLC 0.09% Add +22.0% 9,105 $795K
PAX Financial Group, LLC 0.14% Reduce -12.9% 9,097 $794K
Patriot Financial Group Insurance Agency, LLC 0.10% Reduce -69.7% 9,095 $794K
Angeles Wealth Management, LLC 0.05% Add +49.4% 9,089 $794K
Barnes Dennig Private Wealth Management LLC 0.85% Add +5.9% 9,058 $791K
WealthShield Partners, LLC 0.09% Add +3.8% 9,005 $786K
Nichols & Pratt Advisers LLP 0.05% No change 9,000 $786K
G&S Capital LLC 0.29% Reduce -2.6% 8,938 $780K
Root Financial Partners, LLC 0.05% Add +16.0% 8,911 $778K
Haverford Financial Services, Inc. 0.22% No change 8,900 $777K
Partners in Financial Planning 0.13% No change 8,893 $776K
Frank, Rimerman Advisors LLC 0.05% No change 8,884 $776K
Triad Wealth Partners, LLC 0.10% Add +49.9% 8,880 $775K
Carnegie Investment Counsel 0.01% Add +66.6% 8,879 $775K
Moors & Cabot, Inc. 0.03% Add +2.9% 8,860 $774K
International Assets Investment Management, LLC 0.06% No change 9,285 $774K
KDK Private Wealth Management, LLC 0.78% Reduce -0.9% 8,849 $773K
Mayfair Advisory Group, LLC 0.33% No change 8,834 $771K
Procyon Advisors, LLC 0.05% Reduce -0.4% 8,829 $771K
Pine Valley Investments Ltd Liability Co 0.04% Reduce -7.7% 8,821 $770K
Fermata Advisors, LLC 0.20% Reduce -0.3% 8,819 $770K
Jamison Private Wealth Management, Inc. 0.10% No change 8,814 $770K
Glassman Wealth Services 0.11% Add +3.8% 8,754 $764K
Quad-Cities Investment Group, LLC 0.32% Reduce -0.8% 8,713 $761K
Silverlake Wealth Management LLC 0.19% Reduce -56.9% 8,710 $761K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 8,698 $760K
Sageworth Trust Co 0.04% New 8,668 $757K
Madison Asset Management, LLC 0.01% Add +19.2% 8,648 $755K
Kelman-Lazarov, Inc. 0.11% Add +4.6% 8,629 $753K
Johnson Financial Group, LLC 0.07% Add +2.9% 8,624 $753K
Fulcrum Capital LLC 0.15% Reduce -22.4% 8,551 $747K
CRA Financial Services, LLC 0.10% Reduce -4.4% 8,528 $745K
Dudley Capital Management, LLC 0.33% Reduce -12.6% 8,502 $742K
Founders Financial Alliance, LLC 0.14% Add +1.0% 8,468 $739K
Talisman Wealth Advisors LLC 0.61% Add +2.4% 8,462 $739K
Bridgewater Advisors Inc. 0.05% No change 8,438 $738K
Clear Harbor Asset Management, LLC 0.05% No change 8,426 $736K
One Wealth Advisors, LLC 0.09% Reduce -0.5% 8,315 $726K
Destination Wealth Management 0.02% Reduce -40.9% 8,254 $721K
Vident Advisory, LLC 0.01% Add +95.7% 8,246 $720K
Kohmann Bosshard Financial Services, LLC 0.07% Add +0.2% 8,182 $714K
Voisard Asset Management Group, Inc. 0.17% Add +0.4% 8,180 $714K
Cobblestone Capital Advisors LLC 0.03% Reduce -4.3% 8,150 $712K
Investor's Fiduciary Advisor Network, LLC 0.24% Reduce -0.2% 8,144 $711K
KWB Wealth 0.08% Add +4.9% 8,476 $708K
Genesis Wealth Advisors, LLC 0.49% No change 8,034 $701K
Compass Capital Corp. /Ma/ 0.30% Add +74.8% 7,821 $698K
Equitable Trust Co. 0.03% Add +3.2% 7,993 $698K
Advyzon Investment Management, LLC 0.12% Add +36.6% 7,986 $697K
Wise Wealth Partners 1.06% No change 7,962 $695K
Live Oak Private Wealth LLC 0.10% Reduce -0.1% 7,955 $695K
Seven Springs Wealth Group, LLC 0.17% Reduce -32.5% 7,914 $691K
Stonebridge Capital Advisors LLC 0.05% Reduce -1.4% 7,871 $687K
Selective Wealth Management, Inc. 0.22% No change 7,764 $685K
Balboa Wealth Partners 0.12% Reduce -68.4% 7,840 $685K
Lyell Wealth Management, LP 0.05% Reduce -7.2% 7,735 $675K
River Street Advisors LLC 0.26% Add +3.6% 7,678 $670K
Key Financial Inc 0.12% Add +3.3% 7,596 $668K
Armstrong, Fleming & Moore, Inc 0.32% Reduce -3.3% 7,638 $667K
Cardinal Strategic Wealth Guidance 0.18% Reduce -9.7% 7,633 $666K
DF Dent & Co. Inc. 0.01% No change 7,630 $666K
Childress Capital Advisors, LLC 0.12% No change 7,613 $665K
Landing Point Financial Group, LLC 0.34% Add +15.4% 7,563 $660K
Eaton Financial Holdings Company, LLC 0.19% Add +2.4% 7,549 $659K
Farmers & Merchants Investments Inc. 0.02% Add +7.0% 7,527 $657K
Legacy Trust 0.13% Add +211.6% 7,526 $657K
United Bank 0.08% No change 7,521 $657K
Legacy Private Trust Co. 0.04% Reduce -11.3% 7,521 $657K
Mosaic Family Wealth Partners, LLC 0.08% Add +3.8% 7,527 $654K
Kingsman Wealth Management, Inc. 0.36% No change 7,480 $653K
Blue Chip Partners, LLC 0.05% Reduce -2.6% 7,427 $648K
Pinnacle Wealth Management Advisory Group, LLC 0.05% No change 7,423 $648K
Maltin Wealth Management, Inc. 0.27% Add +0.8% 7,419 $648K
Naples Global Advisors, LLC 0.05% Add +1.3% 7,375 $644K
City Holding Co. 0.08% Reduce -7.5% 7,353 $642K
First National Bank of Hutchinson 0.34% Add +43.5% 7,347 $641K
Millington Financial Advisors, LLC 0.31% Reduce -3.1% 7,377 $640K
Financial Perspectives, Inc 0.18% Add +11.9% 7,321 $639K
Vertex Planning Partners, LLC 0.12% Add +10.1% 7,312 $638K
Vantage Financial Partners, LLC 0.13% Reduce -3.7% 7,304 $638K
Smith Thornton Advisors LLC 0.33% Add +3.7% 7,230 $631K
Raleigh Capital Management Inc. 0.24% Add +1502.2% 7,210 $629K
BlackDiamond Wealth Management, LLC 0.34% Reduce -8.7% 7,188 $628K
Regatta Capital Group, LLC 0.10% Reduce -1.4% 7,174 $626K
Sachem Hill LLC 0.13% Reduce -3.3% 7,161 $625K
Mission Creek Capital Partners, Inc. 0.12% Reduce -2.9% 7,137 $623K
Allegheny Financial Group 0.12% Add +152.2% 7,136 $623K
Quadrature Capital Ltd 0.01% New 7,135 $623K
Northeast Financial Group, Inc. 0.15% Reduce -5.8% 7,103 $621K
Noble Wealth Management PBC 0.33% — 7,090 $619K
Private Wealth Partners, LLC 0.04% No change 7,081 $618K
Institute for Wealth Management, LLC. 0.06% Add +0.6% 7,069 $617K
Financial Gravity Asset Management, Inc. 0.12% — 7,067 $617K
RVW Wealth, LLC 0.05% No change 7,054 $616K
Kondo Wealth Advisors, Inc. 0.25% No change 7,035 $614K
Hilltop Wealth Advisors, LLC 0.32% No change 7,023 $613K
FPC Investment Advisory, Inc. 0.37% No change 7,023 $613K
Planning Alternatives Ltd. 0.08% Add +5.8% 7,018 $613K
Horizon Wealth Management, LLC 0.09% No change 6,960 $608K
Visionary Horizons, LLC 0.34% New 6,942 $606K
Keb Asset Management, LLC 0.14% Add +3.2% 6,933 $605K
Verum Partners LLC 0.13% Reduce -29.4% 6,926 $605K
Kelleher Financial Advisors 0.15% New 6,912 $603K
Sand Hill Global Advisors, LLC 0.02% No change 6,872 $600K
Radnor Capital Management, LLC 0.09% No change 6,863 $599K
Elevation Wealth Partners, LLC 0.22% Reduce -0.4% 6,846 $598K
Boston Trust Walden Corp 0.00% Add +167.5% 6,805 $594K
Beacon Capital Management, LLC 0.08% Add +20.0% 6,780 $592K
SOA Wealth Advisors, LLC. 0.10% Reduce -21.1% 6,774 $591K
Archer Investment Corp 0.13% Reduce -3.7% 6,752 $590K
Citizens National Bank Trust Department 0.11% No change 6,747 $589K
D'Orazio & Associates, Inc. 0.08% Add +3.6% 6,747 $589K
Madden Advisory Services, Inc. 0.25% Reduce -56.4% 6,717 $586K
SummitTX Capital, L.P. 0.02% Reduce -94.9% 6,681 $583K
Riverwater Partners LLC 0.24% Add +31.4% 6,647 $580K
MTM Financial Group, LLC 0.29% Add +3.7% 6,624 $578K
Ironwood Financial, llc 0.10% Reduce -6.4% 6,617 $578K
Quadcap Wealth Management, LLC 0.07% Reduce -0.0% 6,616 $578K
Beaumont Asset Management, L.L.C. 0.29% New 6,614 $577K
Kraft, Davis & Associates, LLC 0.14% No change 6,477 $577K
Centurion Wealth Management LLC 0.13% No change 6,552 $572K
BAM Wealth Management, LLC 0.44% — 6,542 $571K
New World Advisors LLC 0.10% Reduce -11.4% 6,514 $569K
Peak Planning Group, LLC 0.30% New 6,494 $567K
Kennebec Savings Bank 0.51% Reduce -0.7% 6,430 $561K
Accredited Investors Inc. 0.03% No change 6,410 $560K
Ellerson Group Inc. 0.35% Add +18.5% 6,390 $558K
Gradient Capital Advisors, LLC 0.15% No change 6,342 $554K
Thrive Capital Management, LLC 0.14% Add +66.5% 6,317 $552K
Dearborn Partners LLC 0.03% No change 6,312 $551K
Glass Jacobson Investment Advisors llc 0.20% Reduce -0.9% 6,306 $551K
Next Level Wealth Planning, LLC 0.31% Add +0.9% 6,299 $550K
Chapin Davis, Inc. 0.13% Add +28.0% 6,291 $549K
CBIZ Investment Advisory Services, LLC 0.02% Add +1.2% 6,289 $549K
Golden Road Advisors LLC 0.32% Add +0.0% 6,265 $547K
J.Safra Asset Management Corp 0.03% No change 6,239 $545K
Enzi Wealth 0.19% No change 6,173 $543K
Greenspring Advisors, LLC 0.10% — 6,221 $543K
Advisor OS, LLC 0.05% Reduce -1.1% 6,220 $543K
Alta Wealth Advisors LLC 0.19% Reduce -4.1% 6,198 $541K
Invested Advisors 0.78% — 7,593 $538K
LJI Wealth Management, LLC 0.09% Reduce -7.4% 6,153 $537K
Lavaca Capital LLC 0.10% No change 6,145 $537K
Versant Capital Management, Inc 0.07% Reduce -2.4% 6,145 $537K
EPG Wealth Management LLC 0.15% Reduce -1.6% 6,142 $536K
Chicago Wealth Management, Inc. 0.23% Reduce -0.5% 6,141 $536K
Uptick Partners, LLC 0.14% Reduce -11.9% 6,122 $535K
Goelzer Investment Management, Inc. 0.03% Reduce -51.9% 6,118 $534K
Fort Washington Investment Advisors Inc. 0.00% Reduce -4.1% 6,115 $534K
Sprinkle Financial Consultants LLC 0.30% No change 6,110 $533K
Rathbones Group PLC 0.00% No change 6,100 $533K
International Private Wealth Advisors LLC 0.33% Add +9.6% 6,078 $531K
GTS Securities LLC 0.02% Add +64.0% 6,060 $529K
Stonekeep Investments, LLC 0.33% Reduce -0.2% 6,017 $525K
Forum Financial Management, LP 0.01% Reduce -1.2% 5,999 $524K
Sharkey, Howes & Javer 0.07% Add +10.9% 5,952 $520K
Clarkston Capital Partners, LLC 0.01% No change 5,928 $518K
Navalign, LLC 0.14% No change 5,889 $514K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +144.6% 5,788 $513K
Rossby Financial, LCC 0.17% Add +0.7% 5,825 $512K
Sensible Money, LLC 0.17% Reduce -0.6% 5,863 $512K
Inlet Private Wealth, LLC 0.12% Add +10.8% 5,834 $509K
Amarillo National Bank 0.09% New 5,819 $508K
MontVue Capital Management, Inc. 0.34% Reduce -3.3% 5,811 $507K
Sfmg, LLC 0.04% Add +13.7% 5,777 $504K
MBA Advisors LLC 0.21% Add +0.5% 5,759 $503K
Richardson Financial Services Inc. 0.31% Add +4.6% 5,736 $501K
Henrickson Nauta Wealth Advisors, Inc. 0.16% No change 5,726 $500K
MidAtlantic Capital Management, Inc. 0.34% No change 5,719 $499K
Signal Advisors Wealth, LLC 0.05% Reduce -25.9% 5,699 $498K
BCGM Wealth Management, LLC 0.13% Reduce -0.2% 5,676 $496K
Accredited Investor Services, LLC 0.34% No change 5,672 $495K
Berkeley, Inc 0.16% No change 5,664 $494K
High Falls Advisors, Inc 0.10% Reduce -27.1% 5,656 $494K
Gould Asset Management LLC 0.09% Add +10.9% 5,654 $494K
Burke & Herbert Bank & Trust Co. 0.11% No change 5,613 $490K
EnRich Financial Partners LLC 0.14% Reduce -0.1% 5,606 $489K
Birch Hill Investment Advisors LLC 0.02% No change 5,596 $489K
Townsend Asset Management Corp. /NC/ 0.17% Add +1.2% 5,584 $488K
SteelPeak Wealth, LLC 0.02% Add +36.3% 5,568 $486K
Appleton Partners Inc. 0.03% Reduce -9.2% 5,570 $486K
DDFG, Inc 0.11% Add +2.0% 5,560 $485K
Creekmur Asset Management LLC 0.08% Reduce -18.2% 5,557 $485K
Centennial Wealth Advisory LLC 0.13% Add +19.4% 5,549 $484K
MGB Wealth Management, LLC 0.14% Add +410.5% 5,554 $484K
Trust Co 0.05% Reduce -0.3% 5,539 $484K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +39.2% 5,537 $483K
CPA Asset Management Group, LLC 0.18% Reduce -6.5% 5,493 $480K
Compass Financial Services Inc 0.21% Add +5.7% 5,477 $478K
MAS Advisors LLC 0.76% Add +6.2% 5,466 $477K
Atlatl Advisers LLC 0.19% New 5,466 $477K
Headland Capital, LLC 0.13% New 5,447 $476K
Vista Investment Partners Ii, LLC 0.22% Reduce -9.7% 5,445 $475K
Phillips Wealth Planners LLC 0.39% Reduce -0.7% 5,334 $475K
Sound Income Strategies, LLC 0.03% Reduce -8.9% 5,345 $469K
Berger Financial Group, Inc 0.03% Add +0.2% 5,367 $469K
Avantax Planning Partners, Inc. 0.01% Add +7.3% 5,363 $468K
Fortis Capital Management LLC 0.07% Add +120.0% 5,350 $467K
Zhang Financial LLC 0.02% New 5,347 $467K
Heritage Financial Services, LLC 0.04% No change 5,330 $465K
Unique Wealth Strategies, LLC 0.18% Reduce -42.0% 5,316 $464K
Hill Investment Group Partners, LLC 0.06% Reduce -2.2% 5,314 $464K
North Berkeley Wealth Management, LLC 0.37% Add +68.5% 5,303 $463K
Fairman Group, LLC 0.37% No change 5,302 $463K
Mullaney, Keating & Wright, Inc. 0.26% No change 5,269 $460K
Hazlett, Burt & Watson, Inc. 0.16% Reduce -7.5% 5,253 $459K
Bourgeon Capital Management LLC 0.08% No change 5,251 $458K
Dakota Wealth Management 0.01% Reduce -12.0% 5,247 $458K
Financial Management Professionals, Inc. 0.05% Reduce -2.3% 5,231 $457K
TPG Financial Advisors, LLC 0.17% Reduce -9.6% 5,203 $454K
Legacy Capital Wealth Partners, LLC 0.10% Add +12.3% 12,162 $452K
Gateway Wealth Partners, LLC 0.06% Add +7.0% 5,170 $451K
Capital Planning LLC 0.13% No change 5,159 $450K
Grand Wealth Management, LLC 0.22% Reduce -22.4% 5,156 $450K
Golden State Wealth Management, LLC 0.05% Add +2.6% 5,141 $449K
Plan A Wealth LLC 0.23% Reduce -4.8% 5,140 $449K
LaSalle St. Investment Advisors, LLC 0.08% Add +8.7% 5,112 $446K
HRC Wealth Management, LLC 0.22% Add +0.6% 5,105 $446K
Retirement Planning Group, LLC 0.02% Add +2.4% 5,094 $445K
Rosenberg Matthew Hamilton 0.10% Reduce -3.5% 5,074 $443K
Cypress Point Wealth Management, LLC 0.09% Reduce -18.6% 5,064 $442K
XML Financial, LLC 0.04% Add +26.5% 5,051 $441K
Gray Private Wealth, LLC 0.22% Reduce -2.2% 5,031 $439K
Arlington Financial Advisors, LLC 0.06% New 5,023 $439K
Legacy Financial Group LLC 0.06% Add +5.9% 5,020 $438K
Oarsman Capital, Inc. 0.06% Reduce -18.5% 5,008 $437K
MorganRosel Wealth Management, LLC 0.11% Add +0.8% 5,006 $437K
Community Financial Services Group, LLC 0.08% Add +28.1% 4,998 $436K
Summit Global Investments 0.03% Add +10.5% 4,997 $436K
Shared Vision Wealth Group LLC 0.18% Add +0.4% 4,943 $436K
Everstar Asset Management, LLC 0.25% No change 4,985 $435K
Econ Financial Services Corp 0.22% Reduce -92.6% 4,985 $435K
RHS Financial, LLC 0.22% Reduce -24.2% 4,965 $433K
Copia Wealth Management 0.32% Reduce -1.2% 4,962 $433K
Carter Financial Group, INC. 0.26% Reduce -13.7% 4,948 $432K
Clark Capital Management Group, Inc. 0.00% Add +6.1% 4,946 $432K
Range Financial Group LLC 0.15% Reduce -5.8% 4,911 $429K
Lake Street Private Wealth, LLC 0.06% Add +0.0% 4,870 $425K
Patten & Patten Inc. 0.02% New 4,861 $424K
Nixon Peabody Trust Co. 0.03% Add +3.5% 4,825 $421K
Transamerica Financial Advisors, LLC 0.03% Add +482300.0% 4,824 $421K
MJP Associates Inc. 0.06% No change 4,800 $419K
Destiny Wealth Partners, LLC 0.05% Reduce -1.3% 4,792 $418K
Burt Wealth Advisors 0.10% No change 4,785 $418K
Watts Gwilliam & Co., LLC 0.07% No change 4,779 $417K
RDA Financial Network 0.10% Reduce -34.2% 4,778 $417K
Satovsky Asset Management LLC 0.08% No change 4,765 $416K
Tran Capital Management, L.P. 0.05% Reduce -13.3% 4,740 $414K
Brown, Lisle/Cummings, Inc. 0.11% No change 4,735 $413K
Samalin Investment Counsel, LLC 0.14% Add +3.7% 4,713 $411K
Kathmere Capital Management, LLC 0.03% Reduce -0.3% 4,695 $410K
Theory Financial LLC 0.14% No change 4,604 $409K
Anchor Capital Advisors LLC 0.01% Reduce -6.0% 4,675 $408K
Stolper Co 0.12% Reduce -9.7% 4,677 $408K
Round Rock Advisors LLC 0.06% No change 4,673 $408K
Insight Inv LLC 0.24% Reduce -45.2% 4,671 $408K
River Wealth Advisors LLC 0.05% Reduce -0.9% 4,640 $405K
Goldstone Financial Group, LLC 0.05% Add +14.8% 4,638 $405K
Lifelong Wealth Advisors, Inc. 0.12% No change 4,628 $404K
Secure Asset Management, LLC 0.07% Add +4.0% 4,572 $402K
Delta Wealth Advisors LLC 0.31% Reduce -3.9% 4,601 $402K
GLOBALT Investments LLC / GA 0.01% No change 4,592 $401K
Uptown Financial Advisors LLC 0.35% Add +0.4% 4,588 $401K
Pennington Partners & Co., LLC 0.19% No change 4,588 $401K
Wulff, Hansen & Co. 0.34% New 4,585 $400K
GSG Advisors LLC 0.11% No change 4,546 $400K
Kera Capital Partners, Inc. 0.06% Add +0.7% 4,573 $399K
Iams Wealth Management, LLC 0.16% Add +48.8% 4,515 $394K
Obermeyer Wealth Partners 0.02% No change 4,491 $392K
Norris Perne & French LLP 0.03% Add +2.2% 4,474 $391K
Blue Barn Wealth, LLC 0.17% Reduce -3.1% 4,469 $390K
Advisory Alpha, LLC 0.01% Add +6.5% 4,423 $390K
Ballast Advisors LLC 0.11% Reduce -1.3% 4,446 $388K
Manuka Financial, LLC 0.24% New 4,439 $388K
Plante Moran Financial Advisors, LLC 0.02% Add +8.5% 4,438 $388K
Thrive Wealth Management, LLC 0.06% Add +33.2% 4,427 $386K
Marble Harbor Investment Counsel, LLC 0.04% No change 4,423 $386K
Cardinal Point Capital Management ULC 0.03% Add +8.7% 4,445 $386K
Lowe Wealth Advisors, LLC 0.14% Add +0.4% 4,413 $385K
Seeds Investor LLC 0.08% Reduce -0.8% 4,412 $385K
CGN Advisors LLC 0.03% Reduce -4.2% 4,412 $385K
Peak Retirement Planning, Inc. 0.11% No change 4,400 $384K
Tidal Investments LLC 0.00% Reduce -30.3% 4,376 $382K
PBMares Wealth Management LLC 0.06% Reduce -1.5% 4,363 $381K
KFA Private Wealth Group, LLC 0.11% Reduce -0.2% 4,358 $381K
Rowlandmiller & Partners.adv 0.07% No change 4,358 $380K
Vista Investment Management 0.13% No change 4,351 $380K
First Financial Corp. 0.15% No change 4,345 $379K
Axim Planning & Wealth 0.30% New 4,340 $379K
Running Point Capital Advisors, LLC 0.10% No change 4,332 $378K
Efficient Advisors, LLC 0.02% Reduce -3.8% 4,329 $378K
Burton Enright Welch 0.06% Add +27.1% 4,323 $377K
Olistico Wealth, LLC 0.20% No change 4,320 $377K
Hunter Associates Investment Management LLC 0.05% No change 4,321 $377K
QTR Family Wealth, LLC 0.18% Reduce -9.3% 4,316 $377K
Amara Financial, Llc. 0.28% No change 4,316 $377K
DGS Capital Management, LLC 0.07% Add +4.2% 4,309 $376K
Baker Tilly Wealth Management, LLC 0.08% Add +1.3% 4,292 $375K
BBR Partners, LLC 0.02% New 4,283 $374K
Prevail Innovative Wealth Advisors, LLC 0.07% Add +13.5% 4,256 $372K
Gemmer Asset Management LLC 0.03% Add +1.4% 4,250 $371K
Canandaigua National Trust Co of Florida 0.29% No change 4,230 $369K
True North Advisors, LLC 0.06% New 4,228 $369K
Cairn Investment Group, Inc. 0.17% Reduce -12.5% 4,211 $368K
Petra Financial Advisors Inc. 0.21% No change 4,202 $367K
West Wealth Group, LLC 0.08% Add +46.7% 4,170 $365K
Hurley Capital, LLC 0.20% No change 4,165 $364K
Anchor Investment Management, LLC 0.03% No change 4,161 $363K
Grandfield & Dodd, LLC 0.02% No change 4,155 $363K
Alamar Capital Management, LLC 0.19% No change 4,142 $362K
KFG Wealth Management, LLC 0.05% Reduce -0.5% 4,134 $361K
BridgePort Financial Solutions, LLC 0.10% No change 4,134 $361K
Heritage Wealth Management, Inc. 0.11% Add +2.6% 4,132 $361K
Cerro Pacific Wealth Advisors LLC 0.10% Reduce -0.5% 4,129 $361K
White Pine Capital LLC 0.10% No change 4,099 $358K
HORAN Wealth, LLC 0.06% New 4,093 $357K
FC Advisory LLC 0.10% Reduce -3.7% 4,088 $357K
VERITY Wealth Advisors 0.22% No change 4,050 $354K
Maryland Capital Advisors Inc. 0.13% Reduce -26.4% 4,046 $353K
Twelve Points Wealth Management LLC 0.09% Reduce -3.0% 4,046 $353K
Hengehold Capital Management LLC 0.03% Add +57.2% 4,038 $353K
Payne Capital Management, LLC 0.11% Reduce -1.8% 4,036 $352K
Holcombe Financial, Inc. 0.25% No change 4,033 $352K
WPG Advisers, LLC 0.27% Reduce -0.1% 4,027 $352K
Register Financial Advisors LLC 0.14% Add +0.9% 4,023 $351K
Farrow Financial, Inc. 0.20% Add +1.1% 4,014 $350K
ESL Trust Services, LLC 0.07% Add +4.6% 4,003 $350K
Sentinel Pension Advisors, LLC 0.06% Reduce -12.3% 3,986 $348K
Ethos Financial Group, LLC 0.03% Reduce -49.4% 3,977 $347K
CVFG LLC 0.25% Reduce -3.1% 3,968 $346K
Little House Capital LLC 0.08% Add +4.7% 3,967 $346K
Brookwood Investment Group LLC 0.04% New 3,958 $346K
St Germain D J Co. Inc. 0.01% Add +52.9% 3,944 $344K
First Trust Advisors LP 0.00% Add +37.6% 3,921 $342K
Warren Street Wealth Advisors, LLC 0.10% Reduce -11.1% 3,919 $342K
Sovran Advisors, LLC 0.03% Add +14.1% 3,869 $342K
Chapman Financial Group, LLC 0.23% Add +620.0% 3,888 $339K
XY Planning Network, Inc. 0.12% No change 4,060 $339K
GatePass Capital, LLC 0.20% Reduce -1.2% 3,874 $338K
Coppell Advisory Solutions LLC 0.04% Add +23.7% 3,883 $337K
IFC Advisors LLC 0.06% Reduce -20.8% 3,851 $336K
Red Door Wealth Management, LLC 0.04% Add +15.3% 3,850 $336K
Glen Eagle Advisors, LLC 0.05% Add +74.3% 3,844 $336K
Fortress Financial Group, LLC 0.26% Reduce -17.3% 3,751 $334K
Clarius Group, LLC 0.02% No change 3,821 $334K
Leo Wealth, LLC 0.04% Reduce -5.5% 3,801 $332K
Serenus Wealth Advisors, LLC 0.06% No change 3,801 $332K
Blue Edge Capital, LLC 0.05% New 3,798 $332K
B.O.S.S. Retirement Advisors, LLC 0.08% Add +19.7% 3,798 $332K
Mach-1 Financial Group, LLC 0.05% Reduce -24.4% 3,782 $330K
Integrity Advisory Solutions, LLC 0.05% — 3,782 $330K
Steigerwald, Gordon & Koch Inc. 0.03% No change 3,773 $329K
Global Trust Asset Management, LLC 0.15% Reduce -15.9% 3,763 $329K
Frazier Financial Advisors, LLC 0.20% No change 3,761 $328K
Moloney Securities Asset Management, LLC 0.04% Add +7.8% 3,749 $327K
RTD Financial Advisors, Inc. 0.04% Add +8.7% 3,747 $327K
Seascape Capital Management 0.09% No change 3,750 $327K
Modus Advisors, LLC 0.09% Reduce -0.7% 3,737 $326K
Keener Financial Planning LLC 0.15% Add +2.0% 3,740 $326K
Mitchell McLeod Pugh & Williams Inc. 0.05% Reduce -64.2% 3,646 $325K
M.E. Allison & Co., Inc. 0.23% No change 3,711 $324K
Longview Financial Advisors LLC 0.19% Add +365.5% 3,701 $323K
United Community Bank 0.10% Add +486.4% 3,700 $323K
Calydon Capital 0.05% Reduce -50.0% 3,692 $322K
FSB Premier Wealth Management, Inc. 0.11% No change 3,690 $322K
Mosaic Financial Group, LLC 0.23% No change 3,691 $322K
Geometric Wealth Advisors 0.04% No change 3,670 $320K
Roberts Glore & Co. Inc. 0.09% Reduce -0.3% 3,667 $320K
Cornell Pochily Investment Advisors, Inc. 0.10% Reduce -3.1% 3,654 $319K
Petros Family Wealth, LLC 0.27% Reduce -9.0% 3,653 $319K
Diversify Wealth Management, LLC 0.02% Add +10.1% 3,611 $318K
Burney Co./ 0.01% Add +16.0% 3,638 $318K
Trust Co of the South 0.05% No change 3,617 $316K
Centennial Bank 0.12% Add +10.1% 3,602 $314K
Bokf, NA 0.00% Add +95.5% 3,585 $313K
S&T Bank 0.09% No change 3,581 $313K
LVW Advisors, LLC 0.03% No change 3,576 $312K
Austin Asset Management Co Inc 0.06% No change 3,572 $312K
Clearstead Trust, LLC 0.05% Reduce -18.0% 3,567 $311K
National Wealth Management Group, LLC 0.12% New 3,564 $311K
Towne Trust Company, N.A 0.10% No change 3,555 $310K
Squarepoint Ops LLC 0.00% Reduce -85.9% 3,553 $310K
Melfa Wealth Management, Inc. 0.18% Add +0.8% 3,547 $310K
Prospect Financial Services LLC 0.18% Reduce -3.8% 3,540 $309K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.07% Reduce -8.6% 3,528 $308K
Olde Wealth Management, LLC 0.10% — 3,477 $308K
Balanced Rock Investment Advisors LLC 0.22% No change 3,513 $307K
Indie Asset Partners, LLC 0.41% Add +0.7% 3,505 $306K
First Heartland Consultants, Inc. 0.02% Reduce -57.3% 3,490 $305K
HBW Advisory Services LLC 0.03% Add +13.6% 3,488 $305K
Key Client Fiduciary Advisors, LLC 0.10% No change 3,488 $305K
Badgley Phelps Wealth Managers, LLC 0.01% No change 3,484 $304K
Thomasville National Bank 0.02% Add +6.3% 3,481 $304K
Latitude Advisors, LLC 0.14% Reduce -3.7% 3,468 $303K
Insight Advisors, LLC/ PA 0.05% Reduce -0.0% 3,466 $303K
AlphaStar Capital Management, LLC 0.03% Add +34.3% 3,458 $302K
Heritage Wealth Management, Inc./Texas 0.13% No change 3,426 $299K
Lanark Financial, Inc. 0.02% Reduce -6.0% 3,417 $298K
LexAurum Advisors, LLC 0.04% Add +4.2% 3,386 $296K
Bellwether Advisors, LLC 0.05% Add +7.2% 3,366 $294K
Gerber, LLC 0.18% No change 3,357 $293K
Pinnacle Financial Group, LLC / IL 0.09% No change 3,350 $292K
Edgemoor Investment Advisors, Inc. 0.02% Add +0.7% 3,342 $292K
Formidable Asset Management, LLC 0.05% Add +9.9% 3,491 $291K
DKM Wealth Management, Inc. 0.23% No change 3,326 $290K
Cassaday & Co Wealth Management LLC 0.01% Add +20.4% 3,324 $290K
Central Bank & Trust Co. 0.05% No change 3,324 $290K
Baron Financial Group, LLC 0.16% Reduce -3.3% 3,316 $290K
Landmark Wealth Management, LLC 0.11% Reduce -0.8% 3,300 $288K
Quantum Financial Advisors, LLC 0.04% New 3,286 $287K
Upper Left Wealth Management, LLC 0.18% Reduce -3.8% 3,274 $286K
Aureus Asset Management, LLC 0.02% Add +1.0% 3,265 $285K
Hidden Cove Wealth Management, LLC 0.19% New 3,264 $285K
JB Capital LLC 0.01% Add +29.1% 3,255 $284K
Avondale Wealth Management 0.15% Add +62.5% 3,250 $284K
City State Bank 0.08% Reduce -0.8% 3,235 $282K
Astoria Portfolio Advisors LLC. 0.07% New 3,193 $282K
Rothschild Capital Partners, LLC 0.07% No change 3,233 $282K
Nicholas Hoffman & Company, LLC. 0.01% Add +0.5% 3,230 $282K
Continental Investors Services, Inc. 0.42% Reduce -74.8% 3,196 $282K
Accretive Wealth Partners, LLC 0.09% New 3,203 $280K
Plum Street Advisors, LLC 0.11% Reduce -0.2% 3,180 $278K
Correct Capital Wealth Management 0.05% No change 3,180 $278K
Nicolet Bankshares Inc. 0.04% No change 3,180 $278K
GenTrust, LLC 0.01% No change 3,169 $277K
Sonora Investment Management Group, LLC 0.02% New 3,164 $276K
Covestor Ltd 0.15% Add +2.8% 3,147 $275K
Adams Wealth Management 0.06% Reduce -17.8% 3,141 $274K
CacheTech Inc. 0.06% Reduce -17.8% 3,141 $274K
Lynx Investment Advisory 0.16% No change 3,138 $274K
Avant Financial Advisors LLC 0.21% No change 3,137 $274K
Brand Asset Management Group, Inc. 0.08% No change 3,132 $273K
Heartwood Wealth Advisors LLC 0.03% New 3,123 $273K
ORBA Wealth Advisors, L.L.C. 0.22% No change 3,123 $273K
Barnes Wealth Management Group, Inc 0.15% New 3,113 $272K
Vermillion & White Wealth Management Group, LLC 0.15% No change 3,113 $272K
Capital Investment Counsel, Inc 0.03% No change 3,107 $271K
Zullo Investment Group, Inc. 0.10% Reduce -3.6% 3,092 $270K
Axis Wealth Partners, LLC 0.16% Add +3.0% 3,089 $270K
Mirador Capital Partners LP 0.04% Reduce -6.5% 3,082 $269K
Guerra Pan Advisors, LLC 0.16% No change 3,081 $269K
Wilson & Boucher Capital Management, LLC 0.18% No change 3,080 $269K
Absolute Capital Management, LLC 0.11% Reduce -2.6% 3,052 $267K
Grey Ledge Advisors, LLC 0.06% Add +26.4% 3,047 $266K
Camden National Bank 0.04% Reduce -0.0% 3,032 $265K
Barnes Pettey Financial Advisors, LLC 0.14% New 3,030 $265K
Financial Life Advisors 0.08% Reduce -22.3% 3,028 $264K
Private Capital Management, LLC 0.02% Add +3.0% 3,022 $264K
Foster Victor Wealth Advisors, LLC 0.02% Reduce -0.6% 2,963 $263K
NerdWallet Wealth Partners, LLC 0.13% — 3,014 $263K
Bogart Wealth, LLC 0.01% Add +6.5% 3,014 $263K
Measured Wealth Private Client Group, LLC 0.07% No change 3,008 $263K
Insight Wealth Strategies, LLC 0.03% Reduce -5.8% 3,001 $262K
Seven Mile Advisory 0.04% Add +23.1% 2,988 $261K
Pines Wealth Management, LLC 0.09% Add +1.2% 2,987 $261K
MKT Advisors LLC 0.10% Add +7.7% 2,965 $261K
Michels Family Financial, LLC 0.20% Reduce -6.5% 2,984 $261K
Luken Investment Analytics, LLC 0.10% No change 2,982 $260K
Beaird Harris Wealth Management, LLC 0.02% No change 2,979 $260K
Liberty Square Wealth Partners LLC 0.08% Reduce -36.1% 2,965 $259K
American National Bank & Trust 0.03% Add +1.0% 2,964 $259K
Concord Wealth Partners 0.04% Reduce -10.0% 2,961 $258K
Planwiser Financial, LLC 0.20% Reduce -0.8% 2,930 $258K
Gitterman Wealth Management, LLC 0.06% Reduce -11.8% 2,953 $258K
Total Clarity Wealth Management, Inc. 0.07% Add +6.2% 2,948 $257K
Uniting Wealth Partners, LLC 0.06% New 2,942 $257K
Argent Capital Management LLC 0.01% No change 2,933 $256K
Hardin Capital Partners, LLC 0.14% Reduce -1.9% 2,931 $256K
Christensen, King & Associates Investment Services, Inc. 0.11% No change 2,930 $256K
World Equity Group, Inc. 0.06% New 2,920 $255K
Bravias Capital Group, LLC 0.17% New 2,918 $255K
Tiller Private Wealth, Inc. 0.09% New 2,915 $255K
Lantern Wealth Advisors, LLC 0.13% New 2,907 $254K
Lee Danner & Bass Inc. 0.02% New 2,905 $254K
Farnam Financial LLC 0.20% Add +11.7% 2,903 $253K
Vision Capital Management, Inc. 0.03% New 2,901 $253K
American Capital Advisory, LLC 0.12% Reduce -27.6% 2,899 $253K
Arbor Wealth Advisors LLC 0.19% No change 2,882 $252K
Crux Wealth Advisors 0.10% Reduce -0.5% 2,881 $252K
Swan Global Investments, LLC 0.01% No change 2,860 $250K
Integris Wealth Management, LLC 0.06% No change 2,857 $249K
Safeguard Investment Advisory Group, LLC 0.06% Add +16.7% 2,852 $249K
Peregrine Asset Advisers, Inc. 0.07% Reduce -4.1% 2,851 $249K
Beaumont Financial Advisors, LLC 0.02% Reduce -5.0% 2,845 $248K
Bank Ozk 0.09% Add +14.4% 2,840 $248K
Vickerman Investment Advisors, Inc. 0.05% No change 2,837 $248K
Rothschild Investment LLC 0.01% No change 2,830 $247K
Wealth Forward, LLC 0.14% No change 2,826 $247K
Seneca Financial Advisors LLC 0.08% No change 2,800 $244K
Knuff & Co LLC 0.07% No change 2,797 $244K
Collier Financial 0.18% — 2,795 $244K
SFG Wealth Management, LLC. 0.11% Reduce -0.7% 2,794 $244K
Atlas Brown,Inc. 0.07% Add +2.2% 2,779 $243K
Tevis Investment Management 0.15% Reduce -23.3% 2,777 $242K
WealthBridge Capital Management, LLC 0.06% Add +1.6% 2,769 $242K
Oxinas Partners, LLC 0.13% Reduce -17.4% 2,762 $241K
Somerset Trust Co 0.07% No change 2,756 $241K
Hennion & Walsh Asset Management, Inc. 0.01% New 2,747 $240K
Spirepoint Private Client, LLC 0.03% No change 2,743 $239K
HighMark Wealth Management LLC 0.11% No change 2,742 $239K
Alpha Cubed Investments, LLC 0.01% Add +3.0% 2,740 $239K
Pflug Koory, LLC 0.11% Reduce -39.2% 2,730 $238K
FLC Capital Advisors 0.05% New 2,728 $238K
ORG Partners LLC 0.04% Add +3.2% 2,723 $238K
Kapstone Financial Advisors LLC 0.11% No change 2,721 $238K
FWG Investments, LLC. 0.16% Add +4.8% 2,715 $237K
Activest Wealth Management 0.05% No change 2,711 $237K
Clifford Swan Investment Counsel LLC 0.01% Add +2.8% 2,705 $236K
OneAscent Financial Services LLC 0.02% Reduce -39.4% 2,695 $235K
Resurgent Financial Advisors LLC 0.12% Reduce -27.9% 2,686 $235K
Poinciana Advisors Group, LLC 0.20% No change 2,678 $234K
KOM Wealth Management Group, LLC 0.18% Reduce -0.5% 2,669 $233K
Jim Saulnier & Associates, LLC 0.13% New 2,668 $233K
Lifeworks Advisors, LLC 0.03% New 2,660 $232K
Acorn Financial Advisory Services Inc. 0.04% New 2,658 $232K
Smithfield Trust Co 0.01% No change 2,651 $231K
Meridian Investment Counsel Inc. 0.06% New 2,645 $231K
Adamsbrown Wealth Consultants LLC 0.06% Add +0.4% 2,641 $231K
Foundation Wealth Management, LLC 0.16% Reduce -15.0% 2,636 $230K
Millennium Management 0.00% Reduce -66.6% 2,635 $230K
Willis Investment Counsel 0.01% New 2,634 $230K
Mascoma Wealth Management LLC 0.05% No change 2,625 $229K
Cherrydale Wealth Management, LLC 0.07% No change 2,622 $229K
Avalon Trust Co 0.01% New 2,614 $228K
Commonwealth Retirement Investments LLC 0.08% New 2,601 $227K
Bank of Nova Scotia 0.00% No change 2,597 $227K
Capital Advisors Inc. 0.00% Reduce -43.3% 2,593 $226K
First National Advisers, LLC 0.03% No change 2,590 $226K
Titleist Asset Management, LLC 0.02% No change 2,585 $226K
Linscomb Wealth, Inc. 0.01% Reduce -28.5% 2,566 $224K
Emprise Bank 0.10% Reduce -2.7% 2,563 $224K
Fayez Sarofim & Co 0.00% New 2,560 $224K
Financial Sense Advisors, Inc. 0.05% Reduce -30.8% 2,553 $223K
Garrison Point Advisors, LLC 0.09% Reduce -23.3% 2,550 $223K
MY Wealth Management Inc. 0.19% No change 2,541 $222K
Flagship Private Wealth, LLC 0.09% New 2,531 $221K
ShoreHaven Wealth Partners, LLC 0.08% Add +3.6% 2,530 $221K
Baring Financial LLC 0.15% Reduce -7.7% 2,529 $221K
Howard Bailey Securities, LLC 0.06% New 2,523 $220K
Transcendent Capital Group LLC 0.10% No change 2,521 $220K
Milestone Asset Management, LLC 0.04% New 2,520 $220K
Fund Evaluation Group, LLC 0.01% Reduce -8.6% 2,510 $219K
German American Bancorp, Inc. 0.02% New 2,505 $219K
Canal Capital Management, LLC 0.03% Reduce -41.2% 2,502 $218K
Weaver Consulting Group 0.06% No change 2,502 $218K
Causey Wealth LLC 0.11% Reduce -8.0% 2,500 $218K
Signature Resources Capital Management, LLC 0.12% Add +2.6% 2,488 $217K
NWF Advisory Services Inc. 0.02% Add +0.3% 2,487 $217K
Valtinson Bruner Financial Planning LLC 0.06% No change 2,486 $217K
Diversified Portfolios, Inc. 0.02% New 2,474 $216K
Evermay Wealth Management LLC 0.02% No change 2,466 $215K
Aspire Capital Advisors LLC 0.05% Reduce -0.1% 2,466 $215K
Tanglewood Legacy Advisors, LLC 0.08% No change 2,462 $215K
Proffitt & Goodson Inc. 0.03% No change 2,457 $215K
Brady Martz Wealth Solutions, LLC 0.04% New 2,456 $214K
Poehling Capital Management, INC. 0.04% No change 2,444 $213K
Capital Square, LLC 0.11% New 2,431 $212K
Shotwell Rutter Baer Inc 0.14% No change 2,399 $212K
ProVise Management Group, LLC 0.02% No change 2,422 $211K
Fairvoy Private Wealth, LLC 0.05% Reduce -33.0% 2,419 $211K
Flagstone Financial Management 0.06% Reduce -7.4% 2,418 $211K
Chicago Capital, LLC 0.01% New 2,394 $209K
Elite Life Management LLC 0.43% Reduce -59.5% 2,384 $209K
Accelerate Investment Advisors LLC 0.14% New 2,387 $208K
Richardson Capital Management LLC 0.10% Add +0.8% 2,374 $207K
Calamos Advisors LLC 0.00% New 2,373 $207K
Strathmore Capital Advisors, Inc. 0.08% New 2,370 $207K
Capital Insight Partners, LLC 0.03% New 2,359 $206K
Sincerus Advisory, LLC 0.18% New 2,353 $205K
Harbor Advisory Corp. 0.06% New 2,352 $205K
Fortune Financial Advisors, LLC 0.15% New 2,334 $204K
Optimum Investment Advisors 0.08% Add +2.6% 2,332 $204K
Bellecapital International Ltd. 0.03% New 2,332 $204K
Tidemark, LLC 0.06% Reduce -0.6% 2,329 $203K
Beacon Financial Group 0.02% New 2,328 $203K
Provident Wealth Management, LLC 0.06% No change 2,324 $203K
Prosperity Planning, Inc. 0.08% Reduce -8.4% 2,322 $203K
Ashford Advisors, LLC 0.04% Reduce -37.2% 2,315 $202K
Laurel Wealth Planning LLC 0.11% New 2,314 $202K
Bensler, LLC 0.02% New 2,304 $201K
Ameriflex Group, Inc. 0.08% Add +111.4% 2,302 $201K
Keebeck Wealth Management 0.02% New 2,296 $200K
Clearwater Capital Advisors, LLC 0.02% Reduce -7.2% 2,295 $200K
KERR FINANCIAL PLANNING Corp 0.28% — 2,224 $196K
Armstrong Advisory Group, Inc. 0.01% No change 2,201 $192K
Gen-Wealth Partners Inc 0.06% Add +41.7% 2,021 $176K
IMG Wealth Management, Inc. 0.12% Reduce -15.7% 2,011 $176K
Your Advocates Ltd., LLP 0.06% New 2,005 $175K
Nalls Sherbakoff Group, LLC 0.12% No change 2,000 $175K
Smallwood Wealth Investment Management, LLC 0.09% No change 1,994 $174K
TCTC Holdings, LLC 0.01% Reduce -9.2% 1,986 $173K
Private Wealth Management Group, LLC 0.05% No change 1,944 $170K
North Ridge Wealth Advisors, Inc. 0.10% No change 1,925 $168K
Piscataqua Savings Bank 0.13% No change 1,836 $160K
GPS Wealth Strategies Group, LLC 0.02% Add +35.8% 1,736 $152K
Main Street Group, LTD 0.05% Add +357.3% 1,724 $151K
Darwin Wealth Management, LLC 0.05% Add +338.9% 1,716 $150K
Addison Advisors LLC 0.03% Add +73.7% 1,676 $146K
Nemes Rush Group LLC 0.01% No change 1,657 $145K
Hemington Wealth Management 0.02% Add +10.3% 1,643 $143K
LFA - Lugano Financial Advisors SA 0.07% No change 1,628 $142K
Bradley & Co. Private Wealth Management, LLC 0.08% No change 1,617 $141K
Oakworth Capital, Inc. 0.01% Add +44.3% 1,609 $140K
Kathleen S. Wright Associates Inc. 0.05% No change 1,601 $140K
SJS Investment Consulting Inc. 0.02% Add +683.3% 1,598 $140K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Reduce -44.0% 1,573 $137K
BankPlus Trust Department 0.04% No change 1,572 $137K
Tradewinds Capital Management, LLC 0.03% No change 1,571 $137K
Marshall & Sterling Wealth Advisors Inc. 0.09% Reduce -0.1% 1,533 $134K
MPWM Advisory Solutions, LLC 0.08% No change 1,524 $133K
Blue Bell Private Wealth Management, LLC 0.02% No change 1,514 $132K
LGT Financial Advisors LLC 0.28% Reduce -8.8% 1,506 $132K
Curio Wealth, LLC 0.05% Reduce -9.4% 1,502 $131K
CGC Financial Services, LLC 0.04% No change 1,498 $131K
Hills Bank & Trust Co 0.01% Reduce -78.6% 1,495 $131K
S.A. Mason LLC 0.06% No change 1,493 $130K
Bell Investment Advisors, Inc 0.02% Add +12.7% 1,474 $129K
Guerra Advisors Inc 0.05% New 1,425 $124K
Robinswood Financial LLC 0.04% Reduce -4.0% 1,406 $123K
Kopp Family Office, LLC 0.08% No change 1,400 $122K
Newton One Investments LLC 0.04% Reduce -14.4% 1,389 $121K
Evolution Wealth Management Inc. 0.12% Add +8.9% 1,368 $119K
Salomon & Ludwin, LLC 0.01% Reduce -2.7% 1,324 $118K
Trust Co. of Toledo NA 0.01% No change 1,322 $115K
Crews Bank & Trust 0.02% No change 1,311 $114K
Pandora Wealth, Inc. 0.07% No change 1,280 $112K
Pineridge Advisors LLC 0.03% Add +6.3% 1,263 $110K
Investors Research Corp 0.02% Reduce -5.8% 1,258 $110K
Harbor Asset Planning, Inc. 0.10% No change 1,253 $109K
Dunhill Financial, LLC 0.04% No change 1,244 $109K
Stuart Chaussee & Associates, Inc. 0.02% New 1,197 $105K
Indiana Trust & Investment Management Co 0.03% Reduce -21.8% 1,193 $104K
Minot DeBlois Advisors LLC 0.09% Reduce -6.7% 1,190 $104K
Millstone Evans Group, LLC 0.06% No change 1,148 $100K
Stone House Investment Management, LLC 0.02% Reduce -2.5% 1,121 $98K
Pillar Financial Advisors, LLC 0.06% Reduce -9.9% 1,086 $95K
Turim 21 Investimentos Ltda. 0.03% No change 1,072 $94K
Provenance Wealth Advisors, LLC 0.01% No change 1,071 $94K
Redwood Park Advisors LLC 0.07% No change 1,068 $93K
Holos Integrated Wealth LLC 0.05% No change 1,082 $93K
Legacy Wealth Managment, LLC 0.04% No change 1,057 $92K
Wealth Preservation Advisors, LLC 0.05% No change 1,039 $91K
Cliffwater LLC 0.02% No change 1,036 $90K
Caldwell Sutter Capital, Inc. 0.04% Reduce -1.9% 1,034 $90K
SRH Advisors, LLC 0.03% No change 1,026 $90K
Arlington Trust Co LLC 0.02% No change 990 $86K
DHJJ Financial Advisors, Ltd. 0.03% Reduce -3.0% 986 $86K
Nova Wealth Management, Inc. 0.06% No change 980 $86K
Beacon Capital Management, Inc. 0.00% Reduce -30.2% 968 $85K
Tucker Asset Management LLC 0.02% No change 943 $82K
Rice Partnership, LLC 0.01% Add +5.0% 900 $79K
Delta Asset Management LLC 0.01% Reduce -20.4% 900 $79K
Roxbury Financial LLC 0.07% No change 877 $77K
HHM Wealth Advisors, LLC 0.01% No change 868 $76K
First PREMIER Bank 0.02% Add +25.6% 864 $75K
Essential Partners LLC 0.02% No change 853 $74K
PFS Partners, LLC 0.03% No change 840 $73K
American Wealth Advisors, LLC 0.07% — 833 $73K
Evelyn Partners Asset Management Ltd 0.02% No change 801 $70K
Pacifica Partners Inc. 0.02% Reduce -45.5% 792 $70K
Alerus Financial NA 0.00% Add +541.9% 796 $69K
Promus Capital, LLC 0.04% No change 777 $68K
Front Row Advisors LLC 0.02% Reduce -2.5% 775 $68K
MRP Capital Investments, LLC 0.06% No change 790 $66K
Fiduciary Advisors, Inc. 0.05% No change 752 $66K
Twin Lakes Capital Management, LLC 0.03% No change 742 $65K
First Pacific Financial 0.01% Reduce -11.6% 719 $63K
MTM Investment Management, LLC 0.02% No change 680 $59K
Wealth Watch Advisors, INC 0.02% New 679 $59K
Tacita Capital Inc 0.04% Add +2.5% 665 $58K
Atwood & Palmer Inc. 0.00% No change 663 $58K
Missouri Trust & Investment Co 0.02% Reduce -5.7% 660 $58K
Sittner & Nelson, LLC 0.02% No change 658 $57K
Grey Fox Wealth Advisors, LLC 0.01% New 625 $55K
Pin Oak Investment Advisors Inc. 0.04% No change 615 $54K
Toth Financial Advisory Corp. 0.01% Add +97.1% 615 $54K
Chilton Capital Management LLC 0.00% Add +867.7% 600 $52K
Silicon Valley Capital Partners 0.00% New 593 $52K
Aventura Private Wealth, LLC 0.02% Reduce -22.3% 588 $51K
First Community Trust NA 0.04% Reduce -11.2% 574 $50K
Northwest Capital Management Inc 0.05% Reduce -92.2% 572 $50K
Conquis Financial LLC 0.05% New 566 $49K
Kimelman & Baird, LLC 0.00% No change 542 $47K
AllSquare Wealth Management LLC 0.02% No change 531 $46K
Hoey Investments, Inc. 0.01% No change 528 $46K
Breakwater Investment Management 0.02% No change 519 $45K
Hanson & Doremus Investment Management 0.01% No change 511 $45K
Turning Point Benefit Group, Inc. 0.03% New 505 $44K
Westend Capital Management, LLC 0.01% New 489 $43K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 419 $37K
Cornerstone Planning Group LLC 0.01% Add +13.5% 404 $36K
N.E.W. Advisory Services LLC 0.00% No change 397 $35K
Tower Research Capital LLC (TRC) 0.00% Add +45.6% 396 $35K
Oxford Financial Group, LTD. LLC 0.00% Reduce -95.2% 388 $34K
Integrity Financial Corp 0.02% Reduce -3.0% 384 $34K
Hopwood Financial Services, Inc. 0.02% Reduce -5.3% 358 $31K
Blume Capital Management, Inc. 0.01% No change 350 $31K
Mb, Levis & Associates, LLC 0.01% Add +106.7% 339 $30K
Curat Global, LLC 0.03% No change 339 $30K
Medallion Wealth Advisors, LLC 0.01% Reduce -28.0% 337 $29K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 334 $29K
Anfield Capital Management, LLC 0.01% No change 331 $29K
Horizons Wealth Management 0.02% No change 321 $28K
Family Legacy Financial Solutions, LLC 0.02% Reduce -24.4% 319 $28K
Pacific Center for Financial Services 0.01% No change 314 $27K
Comprehensive Financial Planning, Inc. 0.02% Reduce -41.9% 296 $26K
Hughes Financial Services, LLC 0.00% Reduce -21.4% 283 $25K
Kozak & Associates, Inc. 0.00% Add +3462.5% 285 $25K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% Reduce -47.5% 268 $23K
Quest 10 Wealth Builders, Inc. 0.02% No change 267 $23K
Battery Global Advisors, LLC 0.01% New 264 $23K
Reyes Financial Architecture, Inc. 0.02% Reduce -81.2% 256 $22K
Strengthening Families & Communities, LLC 0.00% No change 248 $22K
Ameritas Investment Partners, Inc. 0.00% No change 247 $22K
Midwest Capital Advisors, LLC 0.01% New 235 $21K
Strategic Investment Solutions, Inc. 0.01% No change 231 $20K
Atlantic Private Wealth, LLC 0.01% No change 226 $20K
New Millennium Group LLC 0.01% Reduce -0.5% 223 $19K
Abich Financial Wealth Management LLC 0.01% — 218 $19K
Valley National Advisers Inc. 0.00% New 207 $18K
Logan Capital Management Inc. 0.00% No change 203 $18K
Arcadia Investment Advisors LLC 0.01% No change 197 $17K
McIlrath & Eck, LLC 0.00% No change 194 $17K
Montag A & Associates Inc. 0.00% No change 194 $17K
Perkins Coie Trust Co 0.00% No change 190 $17K
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% No change 186 $16K
Cloud Capital Management, LLC 0.01% New 188 $16K
Tower View Wealth Management LLC 0.01% No change 180 $16K
CNB Bank 0.01% No change 173 $15K
LRI Investments, LLC 0.00% No change 170 $15K
Manning & Napier Advisors LLC 0.00% No change 155 $13K
Davis Capital Management 0.01% — 154 $13K
Thompson Investment Management, Inc. 0.00% No change 152 $13K
Graney & King, LLC 0.01% No change 151 $13K
Morgan Dempsey Capital Management LLC 0.01% No change 145 $13K
Godsey & Gibb, Inc. 0.00% New 132 $12K
Orion Capital Management LLC 0.00% No change 131 $11K
Sellwood Investment Partners LLC 0.00% No change 129 $11K
DecisionPoint Financial, LLC 0.00% No change 128 $11K
Seneschal Advisors, LLC 0.01% New 126 $11K
Crowley Wealth Management, Inc. 0.01% No change 122 $11K
Cape Investment Advisory, Inc. 0.01% Reduce -79.8% 112 $10K
Flagship Wealth Advisors, LLC 0.00% No change 108 $9K
Hilltop National Bank 0.00% No change 108 $9K
Exchange Traded Concepts, LLC 0.00% Reduce -99.5% 102 $9K
Murphy & Mullick Capital Management Corp 0.01% No change 100 $9K
Mark Sheptoff Financial Planning, LLC 0.00% No change 100 $9K
Jackson, Grant Investment Advisers, Inc. 0.00% Reduce -69.5% 94 $8K
North Capital, Inc. 0.01% Add +1.1% 89 $8K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 88 $8K
Cypress Capital Management LLC (WY) 0.01% No change 84 $7K
Prudent Man Investment Management, Inc. 0.00% No change 99 $7K
Cary Street Partners Investment Advisory LLC 0.00% Add +295.0% 79 $7K
ROSS\JOHNSON & Associates LLC 0.12% No change 72 $6K
IMA Advisory Services, Inc. 0.00% No change 71 $6K
Cardiff Park Advisors, LLC 0.00% No change 68 $6K
Punch & Associates Investment Management, Inc. 0.00% Add +1.5% 68 $6K
Cheviot Value Management, LLC 0.00% No change 66 $6K
Kilter Group LLC 0.00% Reduce -1.6% 60 $5K
Luminist Capital LLC 0.00% New 56 $5K
Goodman Advisory Group, LLC 0.00% New 52 $5K
Valued Wealth Advisors LLC 0.00% No change 39 $3K
Mountain Hill Investment Partners Corp. 0.00% No change 37 $3K
Sawyer & Company, Inc 0.00% No change 40 $3K
Spurstone Advisory Services, LLC 0.04% No change 34 $3K
Federated Hermes, Inc. 0.00% New 26 $2K
Navigoe, LLC 0.00% No change 26 $2K
Coston, McIsaac & Partners 0.00% No change 24 $2K
Resources Management Corp. /CT/ 0.00% No change 23 $2K
Pittenger & Anderson Inc. 0.00% Reduce -75.0% 19 $2K
Raelipskie Partnership 0.00% No change 15 $1K
Tripletail Wealth Management, LLC 0.00% New 14 $1K
Clarity Asset Management, Inc. 0.00% No change 14 $1K
True Wealth Design, LLC 0.00% New 9 $786
Decker Retirement Planning Inc. 0.00% New 7 $611

"% 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.