iShares Core MSCI Eafe ETFIEFAETF
13F holders, Q3 2025 (September 30)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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 111 | $580.5M |
| Exits | 70 | $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.