iShares Core MSCI Eafe ETFIEFAETF

13F holders, Q4 2025 (December 31)
2,351holders +215
130new positions
56sold out
5famous investors
$89.38avg. 13F price*

At the end of Q4 2025, 2,351 institutions reported holding iShares Core MSCI Eafe ETF (IEFA) in their 13F filings, up 215 from Q3 2025. 130 opened new positions and 56 sold out. The largest holders were Bank of America Corp. ($20.4B), Morgan Stanley ($9.4B) and Jones Financial Companies LLLP ($9.0B). 5 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions130$393.5M
Exits56$387.5M

All 13F filers, Q3 2025 → Q4 2025: 64,856,351 shares bought and 30,086,016 shares sold, net +34,770,335 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,351 holders

Bank of America Corp. 1.48% Add +1.3% 227,762,243 $20.4B
Morgan Stanley 0.56% Add +4.9% 104,883,248 $9.4B
Jones Financial Companies LLLP 5.49% Add +4.2% 100,633,222 $9.0B
Wells Fargo & Company 1.39% Add +3.8% 79,118,875 $7.1B
Tiaa Trust, National Association 10.02% Reduce -2.0% 46,633,589 $4.2B
Raymond James Financial Inc. 1.20% Add +15.0% 43,144,722 $3.9B
LPL Financial LLC 1.00% Add +4.6% 40,788,933 $3.6B
Bank of New York Mellon Corp 0.55% Add +4.6% 35,160,499 $3.1B
US Bancorp \de 3.68% Reduce -0.9% 35,119,123 $3.1B
Northwestern Mutual Wealth Management Co. 1.98% Add +3.1% 34,998,927 $3.1B
Envestnet Asset Management Inc. 0.93% Reduce -10.8% 34,884,494 $3.1B
BlackRock, Inc. 0.05% Reduce -3.4% 31,516,920 $2.8B
FMR LLC 0.12% Add +5.8% 26,194,168 $2.3B
Goldman Sachs Group Inc. 0.30% Add +0.7% 23,596,055 $2.1B
UBS Group AG 0.38% Add +1.0% 21,491,185 $1.9B
JPMorgan Chase & Co. 0.11% Add +3.8% 18,177,164 $1.6B
Truist Financial Corp. 2.10% Add +7.5% 17,557,183 $1.6B
PNC Financial Services Group, Inc. 0.82% Add +2.3% 16,742,550 $1.5B
M&T Bank Corp 3.93% Reduce -0.6% 13,688,589 $1.2B
Ameriprise Financial Inc. 0.27% Add +5.0% 13,449,696 $1.2B
Bank of Montreal 0.46% Reduce -8.3% 12,495,924 $1.1B
Cerity Partners LLC 1.46% Reduce -3.3% 11,216,043 $1.0B
Stifel Financial Corp. 0.89% Add +7.9% 11,115,326 $994.4M
Cetera Investment Advisers 1.05% Add +2.5% 10,758,681 $962.5M
Mariner, LLC 1.04% Add +5.1% 9,726,760 $870.2M
Betterment LLC 1.64% Reduce -2.6% 9,608,903 $859.6M
Keybank National Association 3.00% Add +8.0% 9,364,809 $837.8M
Envestnet Portfolio Solutions, Inc. 2.80% Add +1.2% 8,904,224 $796.6M
Royal Bank of Canada 0.14% Reduce -0.9% 8,819,528 $789.0M
Assetmark, Inc. 1.53% Add +4.0% 8,364,991 $748.3M
Alliancebernstein L.P. 0.18% Reduce -1.9% 6,448,530 $576.9M
Ballentine Partners, LLC 8.04% Reduce -1.7% 6,395,496 $572.1M
Baird Financial Group, Inc. 0.82% Add +4.2% 5,868,880 $525.0M
HighTower Advisors, LLC 0.53% Add +13.8% 5,463,367 $488.8M
Cresset Asset Management, LLC 2.06% Add +5.8% 5,420,447 $484.9M
Flputnam Investment Management Co. 6.83% Add +8.3% 5,246,982 $469.4M
Dynasty Wealth Management, LLC 4.55% Add +44.8% 5,182,551 $463.6M
United Capital Financial Advisors, LLC 2.68% Add +0.6% 4,968,670 $444.5M
Pure Financial Advisors, LLC 6.16% Add +5.4% 4,596,456 $411.2M
Allspring Global Investments Holdings, LLC 0.66% Add +14.0% 4,510,238 $407.5M
Fiduciary Trust Co 4.61% Reduce -0.2% 4,533,875 $405.6M
Vantagepoint Investment Advisers LLC 3.21% Add +6.6% 4,460,584 $399.0M
Mill Creek Capital Advisors, LLC 8.03% Add +0.2% 4,403,827 $394.0M
Franklin Resources Inc. 0.10% Reduce -16.9% 4,313,657 $385.9M
MML Investors Services, LLC 0.90% Add +16.0% 4,107,872 $367.5M
Mercer Global Advisors Inc. 0.54% Reduce -5.6% 3,982,084 $356.2M
Nomura Asset Management International Inc. 0.53% — 3,957,803 $354.1M
Hirtle & Co., LLC 13.04% Add +2.0% 3,787,505 $338.8M
Sei Investments Co. 0.32% Reduce -1.5% 3,649,583 $326.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 7.64% Add +1.0% 3,575,462 $319.9M
Fifth Third Bancorp 1.01% Add +1.2% 3,558,767 $318.4M
Signaturefd, LLC 4.82% Add +3.0% 3,530,871 $315.9M
Modera Wealth Management, LLC 3.63% Reduce -1.0% 3,503,868 $313.5M
Bell Bank 13.22% Add +0.5% 3,456,934 $309.3M
Corient Private Wealth LP 0.40% Add +10.0% 3,334,554 $297.6M
Mission Wealth Management, LP 5.97% Reduce -27.9% 3,277,563 $293.2M
Commonwealth Equity Services, LLC 0.38% Reduce -9.6% 3,178,400 $284.3M
RiverFront Investment Group, LLC 4.66% Add +17.8% 3,155,022 $282.2M
&partners 1.47% Add +5.5% 3,135,764 $280.3M
TD Private Client Wealth LLC 5.97% Add +9.7% 3,132,601 $280.2M
Stairway Partners, LLC 14.35% Reduce -1.7% 3,097,597 $277.1M
Members Trust Co 8.89% Reduce -0.5% 3,045,976 $272.5M
Brown Brothers Harriman & Co. 1.45% Add +15.9% 2,961,618 $264.9M
Focus Partners Wealth 0.30% Add +37.9% 2,945,065 $260.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% New 2,892,777 $258.8M
Heritage Wealth Advisors 9.77% Add +11.5% 2,858,755 $255.7M
Haverford Trust Co 2.28% Add +1.1% 2,852,821 $255.2M
Steward Partners Investment Advisory, LLC 1.39% Reduce -0.2% 2,835,231 $253.6M
Dixon Mitchell Investment Counsel Inc. 8.19% Reduce -2.3% 2,775,067 $248.3M
Creative Planning 0.17% Reduce -0.6% 2,683,640 $240.1M
Nationwide Fund Advisors 10.08% Add +3.4% 2,632,100 $235.5M
Rockefeller Capital Management L.P. 0.42% Add +21.2% 2,620,768 $234.5M
First Command Advisory Services, Inc. 1.63% Add +1.3% 2,613,675 $233.8M
Wealth Enhancement Advisory Services, LLC 0.31% Add +0.7% 2,520,192 $230.7M
Northern Trust Corp. 0.03% Reduce -7.9% 2,544,676 $227.6M
Moneta Group Investment Advisors LLC 1.71% Add +7.5% 2,525,201 $225.9M
Prudential Financial Inc. 0.26% Reduce -13.5% 2,410,674 $216.6M
Quotient Wealth Partners, LLC 5.64% Add +10.5% 2,367,144 $211.8M
Hantz Financial Services, Inc. 3.12% Add +23.5% 2,364,300 $211.5M
Connecticut Wealth Management, LLC 9.09% Add +7.9% 2,336,234 $209.0M
MAI Capital Management 1.20% Add +4.0% 2,321,693 $207.7M
Greenleaf Trust 1.85% Reduce -17.2% 2,258,216 $202.0M
Passaic Partners LLC 20.89% Add +8.1% 2,255,936 $201.8M
Matson Money. Inc. 6.35% Add +1.1% 2,247,284 $201.0M
Citizens Financial Group Inc. 2.67% Reduce -2.1% 2,227,611 $199.3M
Balentine LLC 7.48% Add +9.9% 2,203,687 $197.1M
CKW Financial Group 20.94% Reduce -0.5% 2,158,492 $193.1M
OpenArc Corporate Advisory, LLC 3.15% — 2,132,343 $190.8M
Midland Wealth Advisors, LLC 9.75% Add +2.5% 2,094,791 $187.4M
Retirement Investment Advisors, Inc. 15.02% Add +1.2% 2,083,353 $186.4M
Investure, LLC 10.34% Add +3.4% 2,068,119 $185.0M
Choreo, LLC 2.33% Add +8.0% 2,037,050 $183.1M
Osaic Holdings, Inc. 0.27% Reduce -22.4% 2,037,641 $182.3M
Lido Advisors, LLC 0.68% Add +7.7% 1,927,256 $170.7M
First Citizens Bank & Trust Co. 3.53% Add +2.3% 1,892,363 $169.3M
Wellington Management Group LLP 0.03% Add +20.3% 1,875,061 $167.7M
Halbert Hargrove Global Advisors, LLC 7.93% Add +1.6% 1,852,854 $165.8M
Natixis Advisors, LLC 0.23% Add +11.2% 1,811,382 $162.0M
Johnson Financial Group, Inc. 6.07% Add +12.4% 1,811,291 $162.0M
Avidian Wealth Enterprises, LLC 5.87% Reduce -7.3% 1,801,278 $161.1M
Charles Schwab Investment Management Inc. 0.02% Reduce -2.2% 1,760,288 $157.5M
Nuveen, LLC 0.04% No change 1,748,830 $156.5M
National Philanthropic Trust 1.53% Add +16.8% 1,726,862 $154.5M
SCS Capital Management LLC 1.61% Add +3.8% 1,697,724 $151.9M
Neuberger Berman Group LLC 0.11% Reduce -0.1% 1,642,211 $146.9M
49 Wealth Management, LLC 11.89% Add +16.8% 1,632,826 $146.1M
Bartlett & Co. Wealth Management LLC 1.84% Add +8.1% 1,568,882 $140.4M
Alesco Advisors, LLC, An ESL Co 3.52% Reduce -2.0% 1,521,699 $136.1M
Janney Montgomery Scott LLC 0.31% Add +6.0% 1,519,248 $135.9M
First Business Financial Services, Inc. 12.43% Reduce -0.5% 1,513,690 $135.4M
Alaska Permanent Capital Management, LLC 9.92% Reduce -2.9% 1,466,169 $130.9M
Meeder Advisory Services, Inc. 5.58% Add +8.8% 1,453,131 $130.0M
Equitable Holdings, Inc. 0.89% Add +3.3% 1,448,044 $129.5M
Wealthquest Corp 9.50% Add +4.5% 1,406,512 $125.8M
FORM Wealth Advisors, LLC 14.66% — 1,399,440 $125.2M
Sagespring Wealth Partners, LLC 2.27% Reduce -6.4% 1,394,669 $124.8M
Captrust Financial Advisors 0.23% Reduce -3.4% 1,377,266 $123.2M
Sanctuary Advisors, LLC 0.67% Reduce -31.8% 1,371,859 $122.7M
Facet Wealth, Inc. 2.13% Reduce -7.6% 1,277,124 $120.5M
First Financial Bank - Trust Division 9.72% Add +1.1% 1,323,267 $118.4M
Aaron Wealth Advisors LLC 6.46% Add +9.6% 1,297,594 $116.1M
UMB Bank, n.a. 1.53% Reduce -1.9% 1,287,524 $115.2M
Ritholtz Wealth Management 2.09% Add +1.7% 1,281,137 $114.6M
NewEdge Advisors, LLC 0.41% Add +6.9% 1,277,254 $114.3M
Capital Analysts, LLC 3.14% Reduce -0.1% 1,266,698 $113.3M
RKL Wealth Management LLC 9.26% Add +6.1% 1,260,786 $112.8M
Mirae Asset Global Investments Co., Ltd. 0.31% Add +2.4% 1,243,921 $111.3M
Comerica Bank 0.44% Add +0.7% 1,235,426 $110.5M
SigFig Wealth Management, LLC 3.24% Add +0.5% 1,215,200 $108.8M
Cambridge Investment Research Advisors, Inc. 0.29% Add +7.5% 1,215,007 $108.7M
Truepoint, Inc. 2.40% Reduce -4.0% 1,192,495 $106.7M
Fifth Third Wealth Advisors LLC 3.66% Reduce -3.4% 1,164,647 $104.2M
Global Strategic Investment Solutions, LLC 9.95% Reduce -0.3% 1,137,518 $101.8M
Wedmont Private Capital 3.52% Reduce -1.7% 1,108,495 $101.2M
Cliftonlarsonallen Wealth Advisors, LLC 1.51% Reduce -5.6% 1,116,274 $99.9M
Wellspring Financial Advisors, LLC 7.84% Add +3.6% 1,711,037 $99.2M
Center for Financial Planning, Inc. 10.25% Add +0.8% 1,100,810 $98.5M
HSBC Holdings PLC 0.06% Add +11.9% 1,096,260 $98.1M
Bangor Savings Bank 7.75% Add +5.7% 1,076,871 $96.3M
First National Trust Co 3.21% Add +2.0% 1,073,861 $96.1M
Regions Financial Corp. 0.60% Reduce -1.8% 1,050,877 $94.0M
First Foundation Advisors 3.53% Add +0.7% 1,046,630 $93.6M
Arkos Global Advisors 11.93% Add +3.5% 1,040,808 $93.1M
CX Institutional 2.73% Reduce -5.2% 1,022,536 $91.5M
Parcion Private Wealth LLC 5.53% Add +1.1% 1,015,610 $90.9M
Diversified Trust Co. 1.67% Add +13.0% 1,013,570 $90.7M
Twin Focus Capital Partners, LLC 10.45% Add +2.1% 1,013,101 $90.6M
Rehmann Capital Advisory Group 4.72% Add +3.0% 1,008,825 $90.5M
AE Wealth Management LLC 0.52% Add +58.4% 1,004,559 $89.9M
Gotham Asset Management 0.32% Add +12.6% 993,241 $88.9M
1832 Asset Management L.P. 0.11% Reduce -35.3% 986,467 $88.2M
Financiere des Professionnels - Fonds d'investissement inc. 5.00% Add +3.4% 984,353 $88.1M
Legacy Edge Advisors, LLC 9.47% Add +5.2% 966,892 $86.5M
Cwm, LLC 0.23% Add +35.8% 950,067 $85.0M
Makena Capital Management LLC 10.02% Reduce -19.9% 934,336 $83.6M
First Hawaiian Bank 11.11% Reduce -5.2% 933,568 $83.5M
New York Life Investment Management LLC 0.72% Add +12.5% 933,490 $83.5M
Graves Light Lenhart Wealth, Inc. 8.83% Add +4.0% 930,902 $83.3M
Callan Family Office, LLC 1.79% Add +14.6% 929,299 $83.1M
Clearstead Advisors, LLC 1.04% Add +9.4% 924,047 $82.7M
Fragasso Financial Advisors Inc 4.99% Add +2.3% 921,275 $82.4M
Aspiriant, LLC 2.35% Add +9.1% 915,576 $81.9M
Brookstone Capital Management 0.94% Add +7.1% 914,163 $81.8M
Klingman & Associates, LLC 3.92% Add +8.4% 909,227 $81.3M
Axiom Investors LLC 0.71% Reduce -6.7% 907,500 $81.2M
State Farm Mutual Automobile Insurance Co. 0.06% Add +45.2% 886,889 $79.3M
Blair William & Co. 0.21% Add +13.3% 873,248 $78.1M
AMG National Trust Bank 1.83% Add +7.0% 868,268 $77.7M
True Link Financial Advisors, LLC 4.69% Add +2.8% 863,260 $77.2M
Nottingham Advisors, Inc. 10.70% Reduce -1.4% 857,046 $76.7M
Ironwood Wealth Management, LLC. 22.54% Add +58.4% 856,832 $76.7M
Janney Capital Management LLC 4.71% Reduce -2.2% 838,033 $75.0M
Quadrant Capital Group LLC 2.25% Add +7.4% 833,783 $74.6M
Wealthspire Advisors, LLC 0.58% Reduce -1.2% 810,622 $72.5M
Opus Capital Group, LLC 7.76% Add +0.6% 800,456 $71.6M
Kestra Advisory Services, LLC 0.29% Add +8.7% 797,439 $71.3M
OneDigital Investment Advisors LLC 0.70% Add +0.9% 796,404 $71.2M
Bailard, Inc. 1.57% Reduce -0.0% 794,385 $71.1M
Planning Project LLC 17.80% — 791,868 $70.8M
DAVENPORT & Co LLC 0.38% Add +10.8% 783,836 $70.1M
Constellation Investments, Inc. 2.15% No change 779,498 $69.7M
Cambridge Associates LLC /Ma/ 1.14% Add +10.7% 777,324 $69.5M
Valeo Financial Advisors, LLC 1.54% Add +7.0% 1,094,844 $69.1M
Partners Capital Investment Group, LLP 2.54% Add +8.9% 760,649 $68.0M
Disciplina Capital Management LLC 7.73% Add +9.3% 754,823 $67.5M
Intrust Bank NA 5.53% Reduce -3.6% 746,265 $66.8M
Roth Financial Partners LLC 21.93% Add +0.1% 743,113 $66.5M
Cabot-Wellington, LLC 21.15% Reduce -1.7% 737,240 $66.0M
Catalyst Financial Partners LLC 7.35% Add +13.8% 737,029 $65.9M
Texas Capital Bank Wealth Management Services Inc 3.73% Add +15.6% 723,732 $64.7M
Orgel Wealth Management, LLC 1.43% Reduce -0.3% 723,576 $64.7M
Strategic Investment Advisors / MI 5.59% Add +368524.5% 722,504 $64.7M
Brown Advisory Inc. 0.09% Add +12.2% 720,086 $64.4M
Curi Capital, LLC 1.12% Add +24.7% 718,628 $64.3M
Lockheed Martin Investment Management Co. 2.14% Reduce -3.5% 715,000 $64.0M
Farther Finance Advisors, LLC 0.68% Add +97.2% 702,893 $62.9M
Prime Capital Investment Advisors, LLC 0.76% Add +0.5% 696,351 $62.3M
Midwest Trust Co 0.78% Add +10.7% 694,326 $62.1M
Acadian Asset Management LLC 0.10% Add +11.6% 690,583 $61.8M
Private Wealth Asset Management, LLC 6.69% Add +1.9% 687,721 $61.5M
Southern Farm Bureau Life Insurance 6.32% No change 685,189 $61.2M
Orion Porfolio Solutions, LLC 0.44% Add +19.5% 672,026 $60.1M
Rockbridge Investment Management, LCC 5.58% Add +5.7% 670,600 $60.0M
Parkside Investments, LLC 7.54% Reduce -1.3% 669,198 $59.9M
Parallel Advisors, LLC 1.07% Add +0.1% 653,305 $58.4M
Colony Family Offices, LLC 14.54% Add +2.1% 650,927 $58.2M
RMR Wealth Builders 4.66% Add +7.7% 650,800 $58.2M
McKinley Carter Wealth Services, Inc. 3.24% Reduce -24.0% 647,233 $57.9M
Integrated Wealth Concepts LLC 0.68% Reduce -2.7% 641,554 $57.4M
Composition Wealth, LLC 0.81% Reduce -1.6% 634,709 $56.8M
Jordan Park Group LLC 3.27% Add +3.0% 631,318 $56.5M
Northwest Quadrant Wealth Management, LLC 11.57% Add +4.0% 625,429 $56.0M
Waddell & Associates, LLC 3.76% Add +3.0% 622,821 $55.7M
Beacon Pointe Advisors, LLC 0.39% Add +9.3% 614,188 $54.9M
Brickley Wealth Management 9.17% Reduce -0.2% 608,255 $54.4M
Leverty Financial Group, LLC 12.88% Add +5.7% 602,012 $53.9M
LBMC Investment Advisors, LLC 3.31% Add +4.2% 597,678 $53.5M
Ledyard National Bank 4.55% Reduce -0.9% 590,540 $52.8M
Merit Financial Group, LLC 0.42% Reduce -8.0% 587,729 $52.6M
Fusion Family Wealth, LLC 3.97% Add +4.2% 585,876 $52.4M
Revolve Wealth Partners, LLC 6.13% Add +0.4% 583,284 $52.2M
Manufacturers Life Insurance Company, The 0.04% Reduce -70.4% 578,914 $51.8M
Atria Investments, Inc 0.59% Reduce -4.0% 577,553 $51.7M
New England Asset Management Inc. 7.01% Add +3.5% 577,270 $51.6M
Alaska Wealth Advisors, LLC 6.52% Add +13.7% 572,110 $51.2M
Bank of Hawaii 2.48% Reduce 0.0% 560,049 $50.1M
Turtle Creek Wealth Advisors, LLC 3.91% Add +0.9% 554,647 $49.6M
Bleakley Financial Group, LLC 0.86% Add +13.3% 554,325 $49.6M
Crewe Advisors LLC 4.37% Add +4.4% 551,109 $49.3M
Valley Forge Investment Consultants Inc. Adv 14.33% Add +1.1% 550,722 $49.3M
BOK Financial Private Wealth, Inc. 3.00% Reduce -3.4% 547,297 $49.0M
Robertson Stephens Wealth Management, LLC 1.38% Add +16.2% 546,724 $48.9M
Venturi Wealth Management, LLC 2.17% Reduce -56.9% 545,376 $48.8M
Thrivent Financial for Lutherans 0.09% Add +2.8% 542,118 $48.6M
Whittier Trust Co. of Nevada Inc. 1.00% Add +1.1% 526,340 $48.2M
Citigroup Inc. 0.03% Reduce -7.8% 534,828 $47.8M
SVB Wealth LLC 2.82% Add +12.3% 533,965 $47.8M
Condor Capital Management 3.82% Reduce -1.1% 527,353 $47.2M
Wescott Financial Advisory Group, LLC 4.11% Reduce -0.5% 526,343 $47.1M
Cape Cod Five Cents Savings Bank 4.29% No change 600,693 $46.9M
Principal Securities, Inc. 0.72% Reduce -7.7% 518,847 $46.4M
Conrad Siegel Investment Advisors, Inc. 8.71% Add +2.3% 513,209 $45.9M
Hancock Whitney Corp. 0.83% Add +2.7% 511,573 $45.8M
NEOS Investment Management LLC 0.26% Add +462.0% 503,520 $45.0M
Concurrent Investment Advisors, LLC 0.52% Add +18.5% 503,180 $45.0M
Stash Investments, LLC 17.99% Add +4.5% 501,760 $44.9M
Cutler Investment Counsel LLC 4.64% Add +1.8% 498,407 $44.6M
National Bank of Canada 0.05% Add +157.8% 496,241 $44.4M
Global Retirement Partners, LLC 0.79% Add +47.2% 494,531 $44.2M
BLB&B Advisors, LLC 1.84% Reduce -1.2% 493,106 $44.1M
World Investment Advisors 0.72% Add +15.4% 491,639 $44.0M
Global Wealth Strategies & Associates 10.91% Add +3.8% 489,052 $43.8M
Pathstone Holdings, LLC 0.17% Add +3.1% 488,977 $43.7M
Summit Financial, LLC 0.64% Reduce -5.4% 488,202 $43.7M
Pacific Capital Wealth Advisors, Inc. 7.46% Add +0.9% 486,488 $43.5M
Coldstream Capital Management Inc. 0.56% Add +3.0% 481,323 $43.1M
Earned Wealth Advisors, LLC 3.04% Add +217.4% 479,509 $42.9M
Whittier Trust Co. 0.46% Add +5.1% 459,859 $42.1M
Vicus Capital 3.15% Reduce -33.6% 470,031 $42.0M
Private Advisor Group, LLC 0.20% Add +15.7% 468,029 $41.9M
Chan Zuckerberg Initiative, LLC 27.90% No change 464,927 $41.6M
Acropolis Investment Management, LLC 1.87% Reduce -3.5% 463,721 $41.5M
AlphaCore Capital LLC 0.92% Add +75.9% 460,625 $41.2M
Heck Capital Advisors, LLC 3.04% Reduce -1.5% 456,310 $40.8M
Probity Advisors, Inc. 6.50% Add +0.4% 453,369 $40.6M
Resonant Capital Advisors, LLC 2.23% Add +11.9% 452,772 $40.5M
Galvin, Gaustad & Stein, LLC 3.20% Reduce -0.1% 451,162 $40.4M
CBM Financial, LLC 27.41% — 414,460 $40.3M
Shepherd Financial Partners LLC 3.73% Reduce -8.7% 450,052 $40.3M
Fort Point Capital Partners LLC 4.86% Add +43.3% 433,976 $40.1M
Apella Capital, LLC 0.79% Add +9.3% 447,787 $40.1M
Regent Peak Wealth Advisors LLC 7.87% Reduce -0.6% 446,163 $39.9M
Commerce Bank 0.22% Add +16.1% 441,216 $39.5M
Crestwood Advisors Group, LLC 0.64% Add +5.2% 432,665 $38.7M
Empire Life Investments Inc. 2.17% Add +9.0% 431,381 $38.6M
Vestmark Advisory Solutions, Inc. 0.51% Add +151.3% 422,736 $37.8M
Archford Capital Strategies, LLC 4.38% Reduce -1.6% 419,973 $37.6M
Sterling Investment Advisors LLC 17.95% Add +1.6% 414,484 $37.1M
Smith & Howard Wealth Management, LLC 8.34% Add +0.8% 407,488 $36.5M
Cranbrook Wealth Management, LLC 7.12% Add +0.2% 403,814 $36.1M
Strategies Wealth Advisors, LLC 3.57% Reduce -5.8% 398,866 $35.7M
Kestra Private Wealth Services, LLC 0.44% Add +4.5% 396,467 $35.5M
Arrowstreet Capital, Limited Partnership 0.02% Add +7.3% 392,473 $35.1M
MCF Advisors LLC 1.93% Reduce -2.5% 390,072 $34.9M
CFO4Life Group, LLC 4.92% Add +0.0% 385,486 $34.5M
Tennessee Valley Asset Management Partners 4.42% Add +3.2% 380,919 $34.1M
Ritter Daniher Financial Advisory LLC / DE 5.71% Reduce -0.3% 380,769 $34.1M
Great Lakes Advisors, LLC 0.28% Add +7.0% 380,469 $34.0M
Smartleaf Asset Management LLC 1.28% Add +155.3% 375,479 $33.7M
Financial Engines Advisors L.L.C. 0.06% Reduce -2.2% 375,232 $33.6M
Simon Quick Advisors, LLC 1.46% Reduce -0.8% 375,036 $33.6M
Buffalo Business & Estate Services Ltd. 4.81% — 374,102 $33.5M
Long Run Wealth Advisors, LLC 6.27% Add +5.2% 371,738 $33.3M
Beacon Bank & Trust 6.73% Add +2.9% 370,805 $33.2M
71 West Capital Partners 1.52% — 370,345 $33.1M
MassMutual Private Wealth & Trust, FSB 0.85% Reduce -0.3% 369,308 $33.0M
Bare Financial Services, Inc 9.17% Add +2.2% 368,635 $33.0M
Massachusetts Financial Services Co. 0.01% Add +184.9% 368,597 $33.0M
Scotia Capital Inc. 0.13% Add +35.4% 368,112 $32.9M
Bull Oak Capital, LLC 13.21% Add +1.4% 361,470 $32.3M
Old National Bancorp 0.54% Reduce -7.5% 360,749 $32.3M
Stratos Wealth Partners, LTD. 0.37% Reduce -3.9% 360,462 $32.2M
Marion Wealth Management 7.15% Add +0.5% 344,937 $32.2M
iA Global Asset Management Inc. 0.41% Add +14.5% 358,514 $32.1M
AQR Capital Management 0.02% Add +17.4% 357,667 $32.0M
Park Avenue Securities LLC 0.27% Add +18.6% 352,147 $31.5M
Brandywine Oak Private Wealth LLC 2.64% Add +4.2% 351,822 $31.5M
Purpose Unlimited Inc. 1.45% — 349,958 $31.3M
Shoker Investment Counsel, Inc. 9.05% Add +0.7% 345,093 $30.9M
Dynamic Advisor Solutions LLC 0.99% Reduce -2.4% 344,554 $30.8M
Portland Global Advisors LLC 3.30% Add +3.2% 343,404 $30.7M
Ironsides Asset Advisors, LLC 7.77% Reduce -8.6% 342,706 $30.7M
Allen Investment Management, LLC 0.34% No change 340,959 $30.5M
Montis Financial, LLC 6.00% Reduce -2.0% 339,305 $30.4M
American Century Companies Inc. 0.02% Add +2.4% 339,144 $30.3M
Community Bank, N.A. 3.54% Reduce -0.4% 334,954 $30.0M
NewEdge Wealth, LLC 0.34% Reduce -0.3% 333,160 $29.8M
Tull Financial Group, Inc. 12.76% Add +3.0% 332,917 $29.8M
JFS Wealth Advisors, LLC 1.67% Add +0.9% 331,125 $29.6M
Iowa State Bank 5.43% Add +0.6% 323,863 $29.0M
Grove Bank & Trust 3.26% Add +2.3% 323,499 $28.9M
Pinnacle Financial Partners, Inc. 0.22% — 323,166 $28.9M
Sovereign Investment Advisors, LLC 7.19% Add +13.7% 321,228 $28.7M
Dean, Jacobson Financial Services, LLC 18.15% Add +0.7% 319,760 $28.6M
Capital Investment Advisors, LLC 0.44% Add +716.2% 319,408 $28.6M
RPTC Inc. 4.75% Add +1.6% 316,577 $28.3M
Marble Wealth, LLC 3.92% — 315,603 $28.2M
New Perspectives, Inc 9.79% Add +2.2% 315,519 $28.2M
Elevation Point Wealth Partners, LLC 1.35% Add +8.8% 313,928 $28.1M
Affiance Financial, LLC 4.50% Add +9.3% 312,451 $28.0M
EP Wealth Advisors, LLC 0.15% — 312,419 $27.9M
Spire Wealth Management 0.93% Add +4.8% 311,718 $27.9M
MBL Wealth, LLC 2.21% Add +1.3% 307,474 $27.5M
GHP Investment Advisors, Inc. 1.13% Add +1.1% 306,817 $27.4M
CI Investments Inc. 0.12% Add +21.9% 304,925 $27.3M
Evergreen Capital Management LLC 0.60% Add +24.0% 302,198 $27.0M
Tarbox Family Office, Inc. 4.30% Reduce -18.8% 298,735 $26.7M
Twele Capital Management, Inc. 4.77% Add +0.7% 298,541 $26.7M
Mesirow Financial Investment Management, Inc. 0.55% Reduce -20.3% 297,970 $26.7M
WASHINGTON TRUST Co 0.87% Add +0.1% 296,877 $26.6M
Waverly Advisors, LLC 0.21% Add +10.9% 292,447 $26.2M
Pathway Financial Advisors LLC 3.28% Add +14.0% 285,258 $26.1M
Neumann Capital Management, LLC 7.48% Add +0.2% 289,345 $25.9M
West Financial Advisors, LLC 4.36% Reduce -0.8% 288,939 $25.8M
Great Diamond Partners, LLC 4.97% Reduce -26.8% 288,477 $25.8M
Strategic Investment Management, LLC 13.00% Add +22.9% 286,750 $25.7M
Atlantic Edge Private Wealth Management, LLC 6.33% Add +6.5% 284,546 $25.5M
Coastline Trust Co 2.39% Add +30.4% 284,334 $25.4M
Towercrest Capital Management 4.01% Add +3.1% 283,986 $25.4M
Foster Dykema Cabot & Partners, LLC 1.53% Add +2.8% 278,270 $24.9M
Bishop & Co Investment Management, LLC 8.22% Add +0.8% 277,430 $24.8M
IFG Advisory, LLC 1.08% Add +12.8% 277,067 $24.8M
Pine Ridge Advisers LLC 1.70% No change 275,902 $24.7M
Peapack Gladstone Financial Corp. 0.31% Add +0.4% 274,705 $24.6M
Encompass Wealth Advisors, LLC 8.35% Add +4.1% 274,453 $24.6M
Legacy Wealth Partners, LLC 6.32% — 272,803 $24.4M
Venture Visionary Partners LLC 0.80% Reduce -0.9% 272,680 $24.4M
DT Investment Partners, LLC 2.01% Reduce -8.0% 270,768 $24.2M
Element Pointe Advisors, LLC 4.68% Add +129.8% 270,550 $24.2M
Select Equity Group, L.P. 0.11% New 270,412 $24.2M
Martel Wealth Advisors LLC 4.11% Reduce -1.8% 269,109 $24.1M
MIdWestOne Financial Group, Inc. 2.67% Add +2.9% 268,262 $24.0M
Ancora Advisors LLC 0.49% Add +13.6% 267,774 $24.0M
Associated Banc-Corp 0.60% Add +7.2% 263,556 $23.6M
Broadview Financial Management, LLC 15.77% Reduce -1.6% 263,482 $23.6M
Apollon Wealth Management, LLC 0.41% Add +3.3% 262,169 $23.5M
NorthLanding Financial Partners, LLC 18.80% Add +3.4% 261,729 $23.4M
Liquid Strategies, LLC 5.10% Add +6.4% 261,649 $23.4M
West Paces Advisors Inc. 4.52% Add +2.5% 260,965 $23.3M
First National Bank & Trust Co. of Newtown 4.25% Add +1.0% 259,427 $23.2M
Lazard Asset Management LLC 0.04% Add +4.6% 259,298 $23.2M
Instrumental Wealth, LLC 13.55% Add +106.2% 229,591 $22.6M
Sigma Investment Counselors Inc. 1.15% Reduce -0.2% 251,912 $22.5M
S. R. Schill & Associates 15.86% Reduce -3.0% 251,100 $22.5M
Abundance Wealth Counselors 3.77% Reduce -1.2% 249,914 $22.4M
Nepc LLC 0.47% Add +25.4% 248,385 $22.2M
Ieq Capital, LLC 0.07% Reduce -1.1% 247,620 $22.2M
Geneos Wealth Management Inc. 0.54% Add +5.7% 247,429 $22.1M
Ashton Thomas Private Wealth, LLC 0.54% Add +3.6% 245,161 $21.9M
MTC Wealth Management LLC 10.27% Reduce -1.9% 244,759 $21.9M
Hudson Capital Management LLC 5.64% Reduce -0.6% 243,750 $21.8M
Integrated Advisors Network LLC 0.97% Add +1.4% 243,703 $21.8M
Salus Financial Advisors, LLC 13.03% Add +4.0% 243,067 $21.7M
WCG Wealth Advisors LLC 0.61% Add +28.2% 242,005 $21.6M
Harbor Capital Advisors, Inc. 1.67% New 239,774 $21.4M
Sowell Financial Services LLC 0.78% Add +2.4% 238,779 $21.4M
Money Concepts Capital Corp. 1.19% Add +12.6% 237,673 $21.3M
Mycio Wealth Partners, LLC 4.40% Add +1.5% 237,620 $21.3M
Rogco, LP 7.01% Add +3.2% 236,578 $21.2M
Texas Yale Capital Corp. 0.64% Add +2.0% 236,274 $21.1M
Rialto Wealth Management, LLC 5.05% Add +7.8% 236,113 $21.1M
Mann Financial Group, Inc. 20.41% Add +0.8% 235,862 $21.1M
Axxcess Wealth Management, LLC 0.38% Add +87.0% 235,195 $21.0M
Hillman Co. 7.27% No change 234,481 $21.0M
Guidance Point Advisors, LLC 4.98% Add +5.1% 234,354 $21.0M
Empowered Funds, LLC 0.35% Add +22.3% 232,622 $20.8M
LCNB Corp. 6.97% Add +1.5% 232,603 $20.8M
Inspire Trust Co, N.A. 3.41% Add +16.1% 232,211 $20.8M
Savant Capital, LLC 0.12% Reduce -1.5% 231,930 $20.7M
Wealth Architects, LLC 1.87% Reduce -0.8% 231,844 $20.7M
Highland Capital Management, LLC 1.03% Reduce -0.6% 230,838 $20.7M
First Citizens Asset Management, Inc. 7.21% Reduce -0.8% 230,581 $20.6M
Strategic Point Investment Advisors, LLC 2.81% Add +0.7% 227,113 $20.3M
Becker Capital Management Inc. 0.58% Add +13.1% 226,216 $20.2M
McAdam, LLC 0.93% Add +1.9% 226,085 $20.2M
Conservest Capital Advisors, Inc. 1.81% Add +0.5% 224,373 $20.1M
Waterway Wealth Management, LLC 4.54% Add +28.4% 266,178 $20.1M
Shelter Ins Retirement Plan 21.68% No change 224,262 $20.1M
Private Client Services, LLC 6.25% Add +21.3% 223,658 $20.0M
Perigon Wealth Management, LLC 0.36% Add +3.7% 223,339 $20.0M
Summit Trail Advisors, LLC 0.34% Reduce -4.2% 222,236 $19.9M
Astra Wealth Partners LLC 12.13% Add +6.1% 221,805 $19.8M
Northwestern Mutual Investment Management Company, LLC 0.23% No change 221,238 $19.8M
WLTH Capital Management, LLC 15.23% — 202,450 $19.7M
Fiducient Advisors LLC 2.42% Add +87.9% 218,298 $19.5M
Single Point Partners, LLC 3.83% Add +2.8% 216,676 $19.4M
Fairway Wealth LLC 5.23% Add +13.8% 777,795 $19.4M
Ullmann Wealth Partners Group, LLC 2.02% Reduce -0.9% 219,919 $19.4M
Lincoln Capital Corp. 6.75% Add +2.0% 212,523 $19.0M
HB Wealth Management, LLC 0.12% Add +16.2% 211,434 $18.9M
Trek Financial, LLC 1.10% Reduce -29.6% 211,407 $18.9M
Smithbridge Asset Management Inc. 1.61% Add +102.6% 210,983 $18.9M
Compound Planning, Inc. 0.55% Add +1.7% 209,568 $18.7M
Bahl & Gaynor LLC 0.09% Add +2.4% 208,340 $18.6M
Caliber Wealth Management, LLC / KS 2.00% Add +9.0% 208,241 $18.6M
Argent Advisors, Inc. 5.19% Add +0.2% 207,926 $18.6M
Crescent Grove Advisors, LLC 1.77% Add +1.9% 207,869 $18.6M
Core Wealth Advisors, Inc. 4.80% Add +0.6% 206,766 $18.5M
CIBC Private Wealth Group LLC 0.03% Add +193.7% 206,584 $18.5M
Gallagher Fiduciary Advisors, LLC 0.60% Add +4.7% 206,046 $18.4M
WBH Advisory Inc. 1.35% Add +4.6% 203,994 $18.2M
Main Management LLC 1.30% Reduce -0.0% 201,920 $18.1M
Global Wealth Management Investment Advisory, Inc. 2.88% Add +5.9% 200,827 $18.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.09% No change 199,410 $17.8M
Consolidated Portfolio Review Corp 1.54% Add +976.4% 199,247 $17.8M
ERn Financial, LLC 3.33% Add +13.1% 197,956 $17.7M
Lowe Brockenbrough & Co. Inc. 0.87% Reduce -0.3% 197,692 $17.7M
Integrated Investment Consultants, LLC 3.47% Add +1.4% 197,426 $17.7M
IFP Advisors, Inc 0.40% Add +11.4% 197,423 $17.7M
LPWM LLC 4.43% Add +2.6% 196,192 $17.6M
Webster Bank, N. A. 1.64% Add +1.4% 195,212 $17.5M
Morris Financial Concepts, Inc. 6.12% Add +1.4% 195,177 $17.5M
Petix & Botte Co 3.94% Add +14.6% 194,230 $17.4M
Exencial Wealth Advisors, LLC 0.54% Reduce -0.7% 191,543 $17.1M
Susquehanna International Group, LLP 0.02% Add +112.8% 190,646 $17.1M
Highline Wealth Partners LLC 4.78% Add +5.7% 189,912 $17.0M
Vise Technologies, Inc. 0.33% Add +105.0% 189,859 $17.0M
Quantinno Capital Management LP 0.03% Add +91.8% 189,305 $16.9M
Sage Rhino Capital LLC 3.18% Reduce -0.2% 188,405 $16.9M
Octavia Wealth Advisors, LLC 1.60% Add +6.8% 187,670 $16.8M
James J. Burns & Company, LLC 2.31% Add +7.6% 187,362 $16.8M
PDS Planning, Inc 1.12% Reduce -0.1% 187,346 $16.8M
Caprock Group, LLC 0.35% Reduce -11.9% 186,761 $16.7M
SkyOak Wealth, LLC 3.00% Add +5.7% 186,556 $16.7M
Wick Capital Partners, LLC 2.98% Add +9.8% 163,226 $16.6M
Forvis Mazars Wealth Advisors, LLC 0.31% Reduce -2.0% 185,263 $16.6M
Rwa Wealth Partners, LLC 0.18% Add +117.5% 184,979 $16.5M
SageView Advisory Group, LLC 0.56% Add +3.8% 184,674 $16.5M
Manhattan West Asset Management, LLC 3.33% Add +434.9% 181,670 $16.3M
Guidance Capital, Inc. 3.95% Reduce -0.2% 174,309 $16.2M
Southern Capital Advisors, LLC 7.44% Add +6.8% 180,321 $16.1M
Royal Harbor Partners, LLC 5.32% Reduce -1.1% 179,765 $16.1M
Piedmont Capital Management, LLC 8.20% Reduce -0.2% 179,528 $16.1M
Trajan Wealth LLC 0.67% Reduce -0.7% 178,439 $16.0M
Rational Advisors, Inc. 1.73% Add +26.5% 177,332 $15.9M
Per Stirling Capital Management, LLC. 1.78% Reduce -1.0% 176,822 $15.8M
O'shaughnessy Asset Management, LLC 0.09% Add +7.2% 175,135 $15.7M
Glenmede Trust Co. NA 0.07% — 175,016 $15.7M
Riversedge Advisors, LLC 2.54% Reduce -19.4% 174,716 $15.6M
Koesten, Hirschmann & Crabtree, INC. 7.68% Add +1.9% 174,440 $15.6M
Courier Capital LLC 0.87% Reduce -29.7% 172,755 $15.5M
Proathlete Wealth Management LLC 4.21% Add +1.4% 172,672 $15.4M
Marquette Associates, Inc. 19.61% Reduce -3.0% 171,209 $15.3M
Topel & Distasi Wealth Management, LLC 7.47% Add +0.2% 171,004 $15.3M
Sequoia Financial Advisors, LLC 0.09% Add +29.6% 170,098 $15.2M
Berman McAleer LLC 2.05% Reduce -3.6% 167,706 $15.0M
Shrier Wealth Management, LLC 5.98% — 167,442 $15.0M
Stephens Group Asset Management, LLC 1.00% Add +0.8% 166,908 $14.9M
First Merchants Corp. 0.55% Add +1.4% 165,750 $14.8M
Randall & Associates Wealth Management 10.28% Reduce -0.6% 165,731 $14.8M
Matrix Private Capital Group LLC 7.52% Add +5.5% 165,696 $14.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +75.7% 163,000 $14.6M
Gladstone Institutional Advisory LLC 0.55% Add +1.3% 162,085 $14.5M
Tectonic Advisors LLC 0.76% Add +6.1% 161,486 $14.4M
T. Rowe Price Associates Inc. 0.00% Reduce -2.9% 160,781 $14.4M
One Capital Management, LLC 0.43% Add +184.2% 160,598 $14.4M
Shelter Mutual Insurance Co 3.20% No change 160,575 $14.4M
Advisory Services Network, LLC 0.20% Add +4.8% 158,698 $14.2M
Tortoise Investment Management, LLC 1.25% Reduce -0.9% 158,462 $14.2M
Columbia Bank 3.93% Add +3.6% 158,157 $14.1M
Mgo One Seven LLC 0.29% Add +5.9% 158,006 $14.1M
Cassilly Financial Group LLC 12.49% — 157,980 $14.1M
Northcape Wealth Management, LLC 3.99% Add +0.5% 157,646 $14.1M
Aspect Partners, LLC 6.16% Add +13.6% 157,317 $14.1M
Arkadios Wealth Advisors 0.28% Add +63.2% 157,268 $14.1M
Riverview Trust Co 17.00% Add +1.2% 157,038 $14.0M
IFS Advisors, LLC 7.28% Reduce -21.2% 156,638 $14.0M
Regal Investment Advisors LLC 0.84% Add +11.4% 156,526 $14.0M
Aspen Wealth Strategies, LLC 7.65% Add +36.0% 156,305 $14.0M
Federation des caisses Desjardins du Quebec 0.05% Add +17.0% 156,095 $14.0M
Carbahal Olsen Financial Services Group, LLC 10.67% Add +0.8% 155,392 $13.9M
Armbruster Capital Management, Inc. 2.33% Reduce -0.8% 155,248 $13.9M
Harbour Capital Advisors, LLC 2.79% Add +0.3% 151,564 $13.7M
Anderson Hoagland & Co. 1.18% Reduce -0.4% 152,981 $13.7M
Winthrop Capital Management, LLC 3.18% Reduce -2.8% 152,660 $13.7M
Motive Wealth Advisors 5.80% Add +2.9% 152,209 $13.6M
Brooklyn FI, LLC 2.91% Add +17.6% 151,931 $13.6M
GoalVest Advisory LLC 2.60% Add +24.9% 151,914 $13.6M
Flywheel Private Wealth LLC 8.47% Add +26.4% 151,715 $13.6M
Enclave Advisors LLC 1.92% Add +22.9% 151,627 $13.6M
VAUGHAN & Co SECURITIES, INC. 6.98% Add +5.3% 150,816 $13.5M
Coastal Bridge Advisors, LLC 1.01% Add +72.9% 150,501 $13.5M
Arvest Bank Trust Division 0.73% Reduce -3.1% 150,178 $13.4M
Fidelis Capital Partners, LLC 0.97% Add +29.9% 149,916 $13.4M
Larson Financial Group LLC 0.45% Reduce -14.4% 149,733 $13.4M
Adaptive Financial Consulting, LLC 5.17% Add +3.1% 148,501 $13.3M
Omnia Family Wealth, LLC 3.92% Reduce -0.3% 148,393 $13.3M
Pinion Investment Advisors, LLC 3.20% Add +12.5% 146,694 $13.1M
Next Capital Management LLC 4.18% Add +8.6% 146,055 $13.1M
Veery Capital, LLC 3.99% Add +0.1% 145,241 $13.0M
YHB Investment Advisors, Inc. 0.89% Add +14.0% 144,513 $12.9M
Nova R Wealth, Inc. 4.71% Reduce -6.9% 144,415 $12.9M
Certified Advisory Corp 1.18% Add +21.3% 144,356 $12.9M
South Plains Financial, Inc. 7.63% Add +0.4% 143,378 $12.8M
Savvy Advisors, Inc. 0.41% Add +74.5% 142,804 $12.8M
Foundry Financial Group, Inc. 6.36% Add +4.7% 142,000 $12.7M
Rossmore Private Capital 1.14% Add +10.1% 141,907 $12.7M
Summit Wealth Partners, LLC 2.34% Reduce -0.5% 141,653 $12.7M
Victory Capital Management Inc. 0.01% Reduce -21.5% 139,966 $12.5M
Strategic Equity Management 4.25% Reduce -19.5% 139,951 $12.5M
Parr McKnight Wealth Management Group, LLC 1.63% Reduce -1.3% 139,056 $12.4M
MV Capital Management, Inc. 1.18% Add +42.3% 137,140 $12.3M
Alliance Wealth Management Group 2.69% Add +4.2% 136,964 $12.3M
Meridian Wealth Management, LLC 0.43% Add +5.6% 135,886 $12.2M
Heritage Investors Management Corp. 0.35% Reduce -0.4% 134,741 $12.1M
Tiemann Investment Advisors, LLC 4.65% Add +0.3% 133,744 $12.0M
Acorn Creek Capital LLC 4.27% Add +4.4% 132,878 $11.9M
Scarborough Advisors, LLC 2.01% Add +2.1% 132,780 $11.9M
Silverleafe Capital Partners, LLC 3.52% Reduce -0.6% 132,410 $11.8M
Montecito Bank & Trust 1.88% Reduce -1.4% 132,033 $11.8M
Deane Retirement Strategies, Inc. 4.88% Add +0.1% 131,809 $11.8M
Penney Financial, LLC 4.54% Add +11.1% 131,595 $11.8M
SlateStone Wealth, LLC 0.98% Add +6.6% 131,516 $11.8M
MidFirst Bank 0.94% — 131,371 $11.8M
Physician Wealth Advisors, Inc. 1.63% Reduce -2.2% 131,174 $11.7M
Cullen/Frost Bankers, Inc. 0.13% Add +127.3% 131,085 $11.7M
Founders Financial Securities LLC 0.69% Reduce -20.9% 130,543 $11.7M
First Manhattan Co. Llc. 0.03% Add +752.9% 130,366 $11.7M
Planned Solutions, Inc. 3.72% Add +24.8% 128,512 $11.5M
Sigma Planning Corp 0.31% Add +13.7% 126,760 $11.3M
Omega Financial Group, LLC 3.75% Add +1.0% 125,990 $11.3M
Hardy Reed LLC 0.80% No change 125,827 $11.3M
BSW Wealth Partners 1.35% Reduce -9.2% 125,622 $11.2M
Atlas Legacy Advisors, LLC 1.96% Add +12.7% 124,850 $11.2M
Waycross Investment Management Co 9.81% Add +2.3% 124,676 $11.2M
Montz Harcus Wealth Management LLC 4.51% Add +1.5% 124,446 $11.1M
Plancorp, LLC 0.33% Reduce -1.1% 123,452 $11.0M
10Elms LLP 11.53% Add +1.3% 123,178 $11.0M
Eastern Bank 0.19% Add +1220.7% 123,009 $11.0M
Cornerstone Advisory, LLC 1.05% Reduce -4.2% 122,819 $11.0M
Evernest Financial Advisors, LLC 2.30% Reduce -0.9% 112,884 $11.0M
Wealthcare Advisory Partners LLC 0.21% Add +43.3% 121,268 $10.8M
Stokes Family Office, LLC 0.98% Add +0.1% 120,078 $10.7M
Invesco Ltd. 0.00% Reduce -14.6% 120,030 $10.7M
Canopy Partners, LLC 3.49% Reduce -0.3% 119,761 $10.7M
Horizon Investments, LLC 0.14% Reduce -26.0% 119,660 $10.7M
SC&H Financial Advisors, Inc. 1.65% Reduce -0.7% 119,068 $10.7M
Life Planning Partners, Inc 8.16% Reduce -5.3% 119,055 $10.7M
Ascent Group, LLC 0.36% Add +4.4% 118,930 $10.6M
Richard W. Paul & Associates, LLC 3.53% Add +5.4% 118,909 $10.6M
Conning Inc. 0.38% No change 118,845 $10.6M
Tanager Wealth Management LLP 1.06% Add +1.9% 118,355 $10.6M
Urban Financial Advisory Corp 4.16% Add +9.3% 118,349 $10.6M
ArchPoint Investors 2.50% No change 117,752 $10.5M
Independent Solutions Wealth Management, LLC 1.94% Reduce -5.4% 117,744 $10.5M
Waterloo Capital, L.P. 0.76% Reduce -56.2% 117,485 $10.5M
Cordgrass Capital Advisors, LLC 2.52% Reduce -2.7% 117,359 $10.5M
Hudson Oak Wealth Advisory LLC 9.24% — 117,104 $10.5M
Swmg, LLC 2.89% Add +7.1% 108,900 $10.4M
Modern Wealth Management, LLC 0.19% Add +6.9% 116,057 $10.4M
Sawgrass Asset Management LLC 1.29% Add +0.6% 115,689 $10.3M
First National Bank of Omaha 0.31% New 115,155 $10.3M
Sunbelt Securities, Inc. 0.69% Add +6.1% 115,393 $10.3M
Moneywise, Inc. 4.29% Add +25.6% 115,293 $10.3M
Mechanics Financial Corp 3.80% Add +1.7% 115,169 $10.3M
Defined Wealth Management, LLC 5.92% Reduce -0.5% 114,707 $10.3M
Widmann Financial Services, Inc. 6.27% Add +2.2% 114,631 $10.3M
NewCorp Financial Services, Inc. 9.08% — 114,569 $10.2M
Mather Group, Llc. 0.11% Add +0.2% 114,460 $10.2M
Greenspring Advisors, LLC 0.63% Add +1739.2% 114,419 $10.2M
Providence Capital Advisors, LLC 1.72% Reduce -1.1% 114,213 $10.2M
Sage Advisory Services, Ltd.Co. 5.54% Reduce -17.2% 113,654 $10.2M
ICONIQ Capital, LLC 0.15% Add +81.4% 113,075 $10.1M
Snowden Capital Advisors LLC 0.26% Reduce -0.3% 112,590 $10.1M
Abound Wealth Management 2.36% Add +0.7% 112,449 $10.1M
Smith Salley Wealth Management 0.50% Add +0.6% 112,413 $10.1M
Cypress Financial Planning LLC 2.80% Add +4.5% 111,464 $10.0M
Apollon Financial, LLC 1.46% Add +39.6% 111,963 $10.0M
Accurate Wealth Management, LLC 1.26% Add +6.5% 107,899 $9.9M
Beirne Wealth Consulting Services, LLC 2.87% Add +2.1% 110,755 $9.9M
Family Capital Trust Co 3.22% Reduce -30.2% 110,362 $9.9M
Arbor Investment Advisors, LLC 1.29% Reduce -9.8% 109,840 $9.8M
Patriot Investment Management Group, Inc. 0.62% Reduce -1.2% 108,778 $9.7M
Freestone Capital Holdings, LLC 0.29% Add +0.7% 108,323 $9.7M
SYM FINANCIAL Corp 0.99% Reduce -2.4% 108,241 $9.7M
WealthPlan Investment Management, LLC 0.61% Add +74.9% 106,690 $9.5M
Continuum Advisory, LLC 0.95% Reduce -1.8% 106,350 $9.5M
Calamos Wealth Management LLC 0.33% Reduce -3.0% 106,234 $9.5M
Commonwealth Financial Services, LLC 1.56% Add +8.3% 105,824 $9.5M
Jackson Hole Capital Partners, LLC 1.61% Add +0.2% 105,297 $9.4M
Prosperity Consulting Group, LLC 0.42% Add +8.5% 105,277 $9.4M
Chicago Partners Investment Group LLC 0.23% Reduce -3.1% 100,672 $9.4M
Nations Financial Group Inc, /Ia/ 0.49% Add +4.6% 104,738 $9.4M
Beacon Harbor Wealth Advisors, Inc. 2.08% Reduce -56.0% 104,672 $9.4M
Macco Financial Group, Inc. 8.03% — 104,477 $9.3M
J.W. Cole Advisors, Inc. 0.22% Reduce -0.3% 113,316 $9.3M
TCV Trust & Wealth Management, Inc. 0.75% Add +0.2% 103,571 $9.3M
Waldron Private Wealth LLC 0.36% Reduce -0.0% 102,892 $9.2M
Camelot Technology Advisors, Inc. 6.90% Add +13.7% 102,514 $9.2M
Aspen Investment Management Inc 2.77% Add +5.7% 102,468 $9.2M
Beacon Advisors Holdings, LLC 4.81% — 102,178 $9.1M
Central Pacific Bank - Trust Division 1.15% Reduce -3.3% 101,050 $9.0M
Aureum Wealth Management, LLC 8.35% — 100,636 $9.0M
State of Tennessee, Department of Treasury 0.03% Reduce -5.2% 95,294 $9.0M
Qube Research & Technologies Ltd 0.01% Add +913.4% 99,620 $8.9M
Rodgers & Associates, LTD 0.89% Add +2.0% 98,773 $8.8M
Acima Private Wealth, LLC 2.73% Add +26.4% 98,354 $8.8M
Bitterroot Capital Advisors LLC 5.95% — 97,156 $8.7M
Florida Trust Wealth Management Co 0.24% Reduce -0.5% 96,362 $8.6M
Harbor Investment Advisory, LLC 0.64% Add +43.8% 95,697 $8.6M
Red Tortoise LLC 3.66% Reduce -2.5% 95,390 $8.5M
Horizon Bancorp Inc. 4.15% Reduce -2.9% 95,319 $8.5M
Asset Allocation Strategies LLC 1.56% Add +20.8% 94,131 $8.4M
Interchange Capital Partners, LLC 1.55% Reduce -3.8% 93,461 $8.4M
POM Investment Strategies, LLC 4.30% Add +9.8% 93,420 $8.4M
Fulton Bank, N.A. 0.29% Add +49.0% 92,556 $8.3M
D.A. Davidson & Co. 0.05% Reduce -7.2% 92,455 $8.3M
Advocacy Wealth Management, LLC 0.35% Reduce -0.6% 92,298 $8.3M
Laurel Wealth Advisors LLC 1.09% Add +2.0% 91,753 $8.2M
Silvercrest Asset Management Group LLC 0.06% Add +5.1% 91,708 $8.2M
Cim Investment Management Inc. 2.14% No change 91,552 $8.2M
Louisbourg Investments Inc. 1.62% Add +2.8% 91,057 $8.1M
Symphony Financial, Ltd. Co. 1.09% Reduce -56.7% 90,460 $8.1M
Consilio Wealth Advisors, LLC 2.37% Add +0.1% 90,518 $8.1M
Daner Wealth Management, LLC 4.95% Reduce -1.8% 83,120 $8.1M
Great Valley Advisor Group, Inc. 0.15% Add +10.4% 89,668 $8.0M
Relyea Zuckerberg Hanson LLC 0.81% Add +7.4% 89,347 $8.0M
Custos Family Office, LLC 5.45% Reduce -9.9% 89,240 $8.0M
Hickory Point Bank & Trust 5.79% No change 89,165 $8.0M
Bessemer Group Inc. 0.01% Reduce -1.3% 88,463 $7.9M
Sheridan Capital Management, LLC 3.97% Reduce -2.8% 87,414 $7.8M
River's Edge Wealth Management, LLC 7.62% — 80,276 $7.8M
Diversify Advisory Services, LLC 0.25% Add +5.3% 84,008 $7.8M
Precision Wealth Strategies, LLC 2.52% Reduce -15.7% 86,903 $7.8M
Mayflower Financial Advisors, LLC 0.94% Add +6.6% 86,872 $7.8M
CENTRAL TRUST Co 0.15% Add +8.4% 86,246 $7.7M
NBT Bank, N.A. 0.50% Add +0.1% 86,195 $7.7M
Emergent Wealth Advisors, LLC 4.31% Add +18.3% 85,633 $7.7M
KMG Fiduciary Partners, LLC 0.54% Reduce -61.8% 85,556 $7.7M
Agf Management Ltd. 0.03% Reduce -4.7% 85,256 $7.6M
Rovin Capital /Ut/ 2.02% Reduce -4.2% 84,919 $7.6M
Caldwell Trust Co 0.67% Add +16.6% 84,268 $7.5M
Baron Silver Stevens Financial Advisors, LLC 1.08% Add +0.1% 83,892 $7.5M
TFB Advisors LLC 2.10% Add +0.4% 83,869 $7.5M
Wealth Dimensions Group, Ltd. 1.48% Reduce -0.5% 83,657 $7.5M
Oakwell Private Wealth Management, LLC 1.40% Reduce -0.4% 83,586 $7.5M
MSH Capital Advisors LLC 1.59% Add +0.9% 83,177 $7.4M
King Wealth Management Group 0.89% Add +1.8% 82,621 $7.4M
Auour Investments LLC 2.35% Add +7.9% 82,505 $7.4M
Nwam LLC 0.41% Reduce -2.4% 79,462 $7.4M
Zacks Investment Management 0.06% Reduce -9.9% 82,010 $7.3M
Smith Partners Wealth Management, LLC 6.71% — 81,524 $7.3M
BG Investment Services, LLC 6.45% Add +0.4% 80,887 $7.2M
GAMCO Investors 0.07% Add +21.6% 80,703 $7.2M
Avion Wealth 1.51% Reduce -4.2% 80,217 $7.2M
Asset Dedication, LLC 0.47% Reduce -1.9% 79,723 $7.1M
Rothschild Wealth LLC 0.68% Add +8.2% 79,640 $7.1M
First United Bank & Trust 2.27% Add +21.3% 79,397 $7.1M
Affinity Capital Advisors, LLC 0.98% Reduce -5.5% 79,114 $7.1M
Insight 2811, Inc. 3.12% Reduce -5.1% 78,996 $7.1M
B. Riley Wealth Advisors, Inc. 0.33% Reduce -1.4% 78,307 $7.0M
IHT Wealth Management, LLC 0.17% Add +4.8% 78,248 $7.0M
Roundview Capital LLC 0.42% Add +19.1% 77,162 $6.9M
Bradley Foster & Sargent Inc. 0.10% Reduce -3.3% 77,136 $6.9M
Park Place Capital Corp 1.43% Add +11.8% 77,020 $6.9M
Capital Investment Advisory Services, LLC 0.48% Add +1.3% 76,320 $6.8M
Vericrest Private Wealth 6.06% — 76,200 $6.8M
Belpointe Asset Management LLC 0.25% Reduce -6.5% 76,144 $6.8M
Alliance Private Wealth, LLC 2.37% — 71,958 $6.8M
Tounjian Advisory Partners, LLC 2.29% Reduce -1.1% 75,642 $6.8M
TruNorth Capital Management, LLC 1.28% Reduce -0.9% 75,560 $6.8M
Sandy Cove Advisors, LLC 1.99% Add +14.9% 74,965 $6.7M
St. Clair Advisors, LLC 1.73% Add +0.8% 74,843 $6.7M
Churchill Financial Advisors, LLC 2.04% — 74,444 $6.7M
Stratos Investment Management, LLC 0.27% Reduce -7.1% 73,936 $6.6M
Nisa Investment Advisors, LLC 0.02% Add +2.5% 73,200 $6.5M
Private Trust Co. NA 0.57% Reduce -1.3% 73,028 $6.5M
CFS Investment Advisory Services, LLC 0.48% Add +1.7% 72,820 $6.5M
Ameritas Advisory Services, LLC 0.24% Add +249.9% 72,790 $6.5M
Meramec Financial Planners, LLC 2.53% — 67,959 $6.5M
Hubbell Strickland Wealth Management, LLC 2.61% Add +6.7% 72,512 $6.5M
SouthState Bank Corp 0.29% Add +13.2% 72,484 $6.5M
Sculati Wealth Management, LLC 2.28% Add +11.0% 72,330 $6.5M
Genesis Private Wealth, LLC 2.00% New 72,095 $6.4M
Telos Capital Management, Inc. 0.60% Reduce -1.6% 71,735 $6.4M
Stephens Consulting, LLC 2.06% Reduce -1.2% 71,189 $6.4M
Brio Consultants, LLC 0.83% Reduce -1.2% 71,149 $6.4M
Aprio Wealth Management, LLC 0.37% Add +2.0% 71,128 $6.4M
Deutsche Bank AG 0.00% Add +1.3% 70,964 $6.3M
LTG Capital LLC 4.95% Add +60.4% 70,933 $6.3M
DecisionMap Wealth Management, LLC 3.91% Add +11.1% 70,878 $6.3M
Charles Schwab Trust Co 0.42% Reduce -10.7% 70,855 $6.3M
Argent Trust Co 0.22% Add +1.9% 70,561 $6.3M
Elmwood Wealth Management, Inc. 1.99% Add +3.4% 70,468 $6.3M
Vigilare Wealth Management 2.12% Reduce -29.6% 70,443 $6.3M
Clayton Financial Group LLC 3.20% Add +25.5% 70,167 $6.3M
Strive Financial Group ,LLC 3.32% — 70,134 $6.3M
PKS Advisory Services, LLC 1.42% Reduce -6.4% 69,824 $6.2M
Boston Research & Management Inc. 1.44% Reduce -1.1% 69,782 $6.2M
Elyxium Wealth, LLC 1.73% Add +4.0% 69,747 $6.2M
Capital Investment Counsel, LLC 0.87% Add +7.4% 69,690 $6.2M
Dorsey & Whitney Trust CO LLC 0.33% Add +1.7% 69,628 $6.2M
Focus Partners Advisor Solutions, LLC 0.08% Add +45.9% 69,449 $6.2M
Level Four Advisory Services, LLC 0.20% Add +25.5% 69,165 $6.2M
Emerald Advisors, LLC 0.84% Reduce -31.6% 69,090 $6.2M
Parkside Financial Bank & Trust 0.46% Add +0.1% 68,911 $6.2M
VestGen Advisors, LLC 0.26% Reduce -45.5% 68,870 $6.2M
Confluence Wealth Services, Inc. 0.25% Add +18.2% 68,450 $6.1M
Eagle Strategies LLC 0.78% Reduce -0.7% 68,400 $6.1M
Vanguard Group Inc. 0.00% Add +8.4% 67,576 $6.0M
Atlanta Consulting Group Advisors, LLC 1.37% Add +18.2% 67,481 $6.0M
BCS Private Wealth Management, Inc. 2.06% Reduce -1.8% 67,360 $6.0M
Busey Bank 0.16% Add +7.0% 67,351 $6.0M
Kingsview Wealth Management, LLC 0.09% Add +10.6% 67,151 $6.0M
Financial Synergies Wealth Advisors, Inc. 0.58% Add +0.2% 67,048 $6.0M
Leuthold Group, LLC 0.65% Reduce -10.7% 66,890 $6.0M
TAGStone Capital, Inc. 2.21% Add +1.8% 66,467 $5.9M
Fortis Capital Advisors, LLC 0.88% Reduce -5.8% 66,395 $5.9M
Moody National Bank Trust Division 0.57% No change 66,345 $5.9M
Bowman & Co S.C. 2.50% Reduce -2.0% 66,135 $5.9M
CWA Asset Management Group, LLC 0.21% Add +3.2% 66,095 $5.9M
Carrera Capital Advisors 0.99% Add +3.8% 65,695 $5.9M
Western Wealth Management, LLC 0.27% Reduce -7.1% 65,332 $5.8M
Wealth Analytics Partners, LLC 2.29% — 65,158 $5.8M
Ade, LLC 2.81% Add +4.7% 64,796 $5.8M
Arax Advisory Partners 0.17% New 64,681 $5.8M
Marietta Wealth Management, LLC 0.66% Reduce -3.2% 64,148 $5.7M
SoundView Advisors Inc. 2.00% New 64,077 $5.7M
Prospera Financial Services Inc 0.09% Reduce -4.5% 64,016 $5.7M
Cahaba Wealth Management, Inc. 0.39% Add +0.6% 63,344 $5.7M
Blue Trust, Inc. 0.06% Add +121.2% 63,327 $5.7M
Roble, Belko & Company, Inc 0.74% Add +0.0% 63,046 $5.6M
Atlantic Union Bankshares Corp 0.11% Add +85.5% 62,802 $5.6M
Seldon Capital LP 1.93% No change 62,425 $5.6M
Cary Street Partners Financial LLC 0.14% Add +0.8% 62,351 $5.6M
Premier Private Wealth Management LLC 5.77% — 58,937 $5.6M
Visionary Wealth Advisors 0.25% Add +17.4% 62,264 $5.6M
Sunbeam Capital Management, LLC 3.29% Add +47.4% 62,073 $5.6M
Investment Partners, LTD. 1.93% Reduce -0.4% 61,743 $5.5M
Ducere Wealth Management LLC 2.13% — 61,651 $5.5M
Westfuller Advisors, LLC 2.22% Add +19.0% 61,334 $5.5M
Creative Financial Designs Inc. 0.35% Reduce -1.3% 61,318 $5.5M
Fiduciary Group, LLC 0.46% Add +0.6% 61,130 $5.5M
Matters Capital LLC 4.48% — 61,116 $5.5M
One Degree Advisors Inc 1.50% Add +6.7% 61,005 $5.5M
Fairview Capital Investment Management, LLC 0.28% Add +0.0% 60,511 $5.4M
Center For Asset Management LLC 2.82% Add +9.2% 60,352 $5.4M
Canvas Wealth Advisors, LLC 0.92% Add +2.6% 60,341 $5.4M
May Hill Capital, LLC 1.45% Reduce -16.5% 60,212 $5.4M
Spinnaker Trust 0.29% Reduce -0.5% 60,117 $5.4M
PFG Investments, LLC 0.25% Add +21.1% 59,886 $5.4M
Ellevest, Inc. 0.74% Add +1.4% 59,732 $5.3M
Liberty Wealth Management LLC 0.69% Reduce -3.2% 59,715 $5.3M
Abc Arbitrage SA 0.50% Reduce -39.8% 59,577 $5.3M
Greykasell Wealth Strategies, Inc. 2.10% Add +5.8% 59,440 $5.3M
GeoWealth Management, LLC 0.20% Reduce -4.2% 59,362 $5.3M
PCM Encore, LLC 1.12% — 59,068 $5.3M
Smith Shellnut Wilson LLC 2.02% Reduce -0.1% 58,988 $5.3M
Brooklyn Investment Group 0.24% Add +310.0% 58,307 $5.2M
Wealth Alliance, LLC 0.51% Add +6.7% 58,291 $5.2M
Joel Adams & Associates, Inc. 3.87% Add +6.0% 57,520 $5.1M
Optima Capital LLC 2.22% Add +11.7% 57,263 $5.1M
Segment Wealth Management, LLC 0.30% No change 57,130 $5.1M
Traveka Wealth, LLC 2.07% Add +1.9% 56,721 $5.1M
AAF Wealth Management, LLC 2.13% Add +0.1% 56,339 $5.0M
TD Waterhouse Canada Inc. 0.03% Reduce -1.1% 56,206 $5.0M
William Howard & Co Financial Advisors Inc 4.23% Add +1.8% 56,056 $5.0M
Kaydan Wealth Management, Inc. 1.45% Add +2.3% 55,841 $5.0M
Tanglewood Wealth Management, Inc. 0.46% Reduce -0.5% 55,764 $5.0M
EverSource Wealth Advisors, LLC 0.18% Add +16.7% 55,686 $5.0M
TritonPoint Partners, LLC 2.66% — 55,608 $5.0M
Oppenheimer & Co. Inc. 0.07% Add +3.6% 55,493 $5.0M
AtlasMark Financial, Inc 3.21% Add +3.1% 55,471 $5.0M
Outlook Wealth Advisors, LLC 1.12% Add +1.7% 55,411 $5.0M
Legacy Financial Advisors, Inc. 0.69% Reduce -4.6% 55,409 $5.0M
Good Steward Wealth Advisors,LLC 3.26% Add +17.4% 55,240 $4.9M
Koshinski Asset Management, Inc. 0.32% Reduce -1.0% 55,193 $4.9M
NorthRock Partners, LLC 0.08% Add +11.3% 55,142 $4.9M
Pembroke Management, LTD 0.50% Add +3.8% 54,471 $4.9M
Sequent Planning LLC 1.24% Add +36.9% 54,360 $4.9M
Fi3 FINANCIAL ADVISORS, LLC 1.48% Add +18.8% 54,232 $4.9M
Prism Advisors, Inc. 1.29% Reduce -0.3% 54,174 $4.8M
Wright Wealth LLC 3.16% — 54,173 $4.8M
Transcend Capital Advisors, LLC 0.38% Reduce -1.2% 54,111 $4.8M
Avior Wealth Management, LLC 0.15% Reduce -0.3% 53,858 $4.8M
Fortitude Family Office, LLC 1.12% Add +2.0% 53,550 $4.8M
Wealthedge Investment Advisors, LLC 1.77% Add +2.5% 53,514 $4.8M
High Net Worth Advisory Group LLC 1.10% Add +0.6% 53,494 $4.8M
Curry Webb Wealth Management LLC 2.37% — 53,330 $4.8M
Wesbanco Bank Inc. 0.13% Add +0.8% 53,297 $4.8M
Eley Financial Management, Inc 1.71% Add +3.0% 53,132 $4.8M
Sapient Capital LLC 0.07% Add +1.2% 52,828 $4.7M
Wilmington Savings Fund Society, FSB 0.11% Add +99.2% 53,014 $4.7M
Jump Financial, LLC 0.06% New 52,803 $4.7M
Cambient Family Office, LLC 0.67% — 52,789 $4.7M
Ewa, LLC 1.15% Reduce -1.3% 52,700 $4.7M
Harbour Investments, Inc. 0.10% Add +3.2% 52,484 $4.7M
Howe & Rusling Inc. 0.31% Add +6.5% 52,433 $4.7M
Trivium Point Advisory, LLC 0.47% Add +1.0% 52,377 $4.7M
Quadrature Capital Ltd 0.05% Add +633.9% 52,360 $4.7M
Adelphi Trust Co 3.81% — 52,201 $4.7M
Crusonia Wealth Advisors LLC 1.03% — 52,099 $4.7M
Rock Creek Group LLC 0.52% Reduce -16.1% 52,074 $4.7M
Cibc World Market Inc. 0.01% Add +11.1% 51,859 $4.6M
Toronto Dominion Bank 0.01% No change 51,821 $4.6M
Signet Financial Management, LLC 0.52% Reduce -1.5% 51,764 $4.6M
FAS Wealth Partners, Inc. 0.30% Add +1.7% 51,520 $4.6M
PMG Wealth Management, Inc. 3.37% Add +2.3% 51,410 $4.6M
REDW Wealth LLC 1.75% Reduce -7.4% 51,238 $4.6M
Old Port Advisors 1.13% Add +2.4% 51,237 $4.6M
Palisade Asset Management, LLC 0.45% Add +3.5% 51,144 $4.6M
Bernard Wealth Management Corp. 1.84% Add +3.6% 50,685 $4.5M
Patten Group, Inc. 0.84% Add +3.1% 50,677 $4.5M
Orrstown Financial Services Inc. 0.76% Add +3.9% 50,662 $4.5M
Mach-1 Financial Group, LLC 0.93% Add +1237.8% 50,594 $4.5M
Rinkey Investments 1.14% No change 50,383 $4.5M
Merkkuri Wealth Advisors LLC 3.06% Reduce -2.7% 50,333 $4.5M
Allie Family Office LLC 2.10% Reduce -0.6% 50,323 $4.5M
Boyd Wealth Management, LLC 1.90% Add +1.3% 50,140 $4.5M
Hofer & Associates. Inc 2.38% Add +2.5% 50,132 $4.5M
Lynch Investment Planning, LLC 4.30% — 50,131 $4.5M
Invera Wealth Advisors, LLC 2.83% Reduce -5.6% 50,090 $4.5M
Aptus Capital Advisors, LLC 0.04% Reduce -97.7% 49,629 $4.4M
SkyView Investment Advisors, LLC 0.56% Add +0.0% 49,171 $4.4M
Gold Investment Management Ltd. 1.40% Add +19.2% 49,132 $4.4M
Sound View Wealth Advisors Group, LLC 0.29% Reduce -0.4% 48,844 $4.4M
Global Trust Wealth Management LLC 3.23% — 48,686 $4.4M
Macroview Investment Management LLC 2.98% Reduce -2.8% 48,427 $4.3M
Valmark Advisers, Inc. 0.05% Add +0.6% 48,277 $4.3M
Okabena Investment Services Inc. 0.82% Add +0.0% 48,195 $4.3M
JSF Financial, LLC 0.89% Reduce -1.6% 48,055 $4.3M
Helium Advisors LLC 4.34% Reduce -40.5% 47,869 $4.3M
Inspire Advisors, LLC 0.39% Add +17.9% 47,393 $4.2M
Wakefield Asset Management LLLP 1.15% Add +0.4% 47,304 $4.2M
Element Wealth, LLC 1.75% Reduce -2.1% 47,206 $4.2M
Stock Yards Bank & Trust Co. 0.13% Add +8.5% 47,000 $4.2M
CVA Family Office, LLC 0.48% Add +0.6% 46,949 $4.2M
Wilshire Advisors LLC 36.11% Reduce -4.3% 46,863 $4.2M
Schiavi & Co LLC 1.35% Reduce -1.1% 46,803 $4.2M
Ellis Investment Partners, LLC 0.73% Add +4.1% 46,756 $4.2M
Trust Point Inc. 0.33% Reduce -5.4% 46,569 $4.2M
Centerpoint Advisors, LLC 1.26% Reduce -0.1% 45,891 $4.1M
Leavell Investment Management, Inc. 0.17% Reduce -0.3% 45,762 $4.1M
Gentry Private Wealth, LLC 2.58% Add +54.8% 45,704 $4.1M
Diversified Enterprises, LLC 0.24% Add +21.9% 45,045 $4.0M
Choate Investment Advisors 0.08% Add +0.1% 44,471 $4.0M
New England Private Wealth Advisors LLC 0.49% Add +1.9% 44,166 $4.0M
Vilga Financial Planning LLC 3.77% — 44,042 $3.9M
Certuity, LLC 0.25% Add +98.1% 43,992 $3.9M
PACK Private Wealth, LLC 1.79% No change 43,743 $3.9M
Beam Wealth Advisors, Inc. 1.07% Add +4.0% 43,581 $3.9M
JPL Wealth Management, LLC 0.95% Reduce -22.9% 43,434 $3.9M
New Hampshire Trust 0.75% Add +19.6% 43,216 $3.9M
North Star Investment Management Corp. 0.24% Add +13.5% 43,145 $3.9M
Bridges Investment Management Inc. 0.05% Add +4.9% 42,801 $3.8M
CSM Advisors, LLC 0.10% No change 42,684 $3.8M
2UniFi Bank 1.80% Add +105.9% 42,482 $3.8M
Cowa, LLC 1.15% Add +2.8% 42,237 $3.8M
Sage Mountain Advisors LLC 0.20% Add +0.4% 42,065 $3.8M
JT Stratford LLC 0.48% New 41,978 $3.8M
Intrua Financial, LLC 0.41% Reduce -2.1% 41,855 $3.7M
Windward Private Wealth Management Inc. 1.30% No change 41,806 $3.7M
GGM Financial LLC 1.80% Add +32.6% 41,401 $3.7M
4Thought Financial Group Inc. 1.83% Reduce -4.9% 41,361 $3.7M
Birchcreek Wealth Management, LLC 1.81% Reduce -67.0% 41,151 $3.7M
Sierra Capital LLC 0.39% No change 40,918 $3.7M
TRUE Private Wealth Advisors 0.36% Reduce -0.1% 40,710 $3.6M
Soltis Investment Advisors LLC 0.24% Add +1.7% 40,707 $3.6M
M Holdings Securities, Inc. 0.26% Add +59.3% 40,327 $3.6M
Mutual Advisors, LLC 0.08% Add +2.2% 40,330 $3.6M
BWM Planning, LLC 0.96% Add +1.2% 40,166 $3.6M
Inman Jager Wealth Management, LLC 2.20% Reduce -0.3% 40,119 $3.6M
Capital Advantage, Inc. 0.48% Add +1.6% 40,013 $3.6M
Williams Jones Wealth Management, LLC. 0.04% Add +4.5% 39,855 $3.6M
Lodestar Private Asset Management LLC 0.36% Add +32.7% 39,675 $3.5M
Colonial Trust Advisors 0.27% Add +8.3% 39,526 $3.5M
Beese Fulmer Investment Management, Inc. 0.23% Reduce -1.0% 39,347 $3.5M
Box Hill Private Wealth LLC 3.56% — 39,315 $3.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% Reduce -0.5% 39,202 $3.5M
Evanson Asset Management, LLC 0.19% Add +16.3% 39,034 $3.5M
Patton Albertson Miller Group, LLC 0.41% Reduce -2.4% 39,007 $3.5M
Red Crane Wealth Management, LLC 2.85% Add +0.9% 38,912 $3.5M
Madison Wealth Partners, Inc 0.63% Add +1.5% 38,769 $3.5M
Compton Financial Group, LLC 0.78% Reduce -6.6% 38,448 $3.4M
Kaleidoscope Capital LP 1.31% Reduce -8.1% 38,296 $3.4M
Bearing Point Capital, LLC 0.53% Add +9.6% 38,150 $3.4M
Chris Bulman Inc 1.51% Add +5.0% 38,085 $3.4M
Kanawha Capital Management LLC 0.23% Reduce -0.3% 38,077 $3.4M
Powerhouse Assets LLC 2.98% — 37,815 $3.4M
Phillips Financial Management, LLC 0.22% Reduce -1.3% 37,598 $3.4M
Princeton Global Asset Management LLC 0.54% Add +0.5% 37,520 $3.4M
PFG Advisors 0.16% Reduce -7.9% 37,492 $3.4M
Moneco Advisors, LLC 0.27% Add +8.6% 37,371 $3.3M
Bigelow Investment Advisors, LLC 1.30% Add +1.4% 37,340 $3.3M
Shufro Rose & Co. LLC 0.23% Add +11.5% 37,285 $3.3M
SWP Financial LLC 1.66% Add +6.1% 37,074 $3.3M
Bryn Mawr Trust Advisors, LLC 0.16% Add +3.7% 37,032 $3.3M
Beacon Bridge Wealth Partners, LLC 1.10% Reduce -1.5% 36,943 $3.3M
Prudential PLC 0.03% No change 36,800 $3.3M
Essex Financial Services, Inc. 0.19% Add +7.8% 36,612 $3.3M
Corsicana & Co. 1.84% Reduce -1.4% 36,605 $3.3M
CWS Financial Advisors, LLC 0.89% Add +0.7% 36,572 $3.3M
Chesley Taft & Associates LLC 0.13% Reduce -24.7% 36,273 $3.2M
F/m Investments LLC 0.12% Reduce -3.9% 36,197 $3.2M
Mackenzie Financial Corp. 0.00% Reduce -81.5% 35,848 $3.2M
HCR Wealth Advisors 0.32% Add +98.2% 35,708 $3.2M
Endowment Wealth Management, Inc. 1.46% Reduce -29.9% 35,463 $3.2M
Hamilton Wealth, LLC 0.60% Add +1.3% 35,277 $3.2M
Kestra Investment Management, LLC 0.08% Reduce -4.2% 35,148 $3.1M
Tompkins Financial Corp. 0.24% Add +10.9% 35,061 $3.1M
Schneider Downs Wealth Management Advisors, LP 0.35% Add +14.6% 34,929 $3.1M
Russell Investments Group, Ltd. 0.00% Add +69.8% 34,692 $3.1M
Hollencrest Capital Management 0.11% Reduce -1.8% 34,636 $3.1M
Hobbs Group Advisors, LLC 0.93% Add +3.2% 34,622 $3.1M
AdvisorNet Financial, Inc 0.17% Add +41.0% 34,613 $3.1M
Johnson Investment Counsel Inc. 0.03% Add +17.7% 34,533 $3.1M
Maimon Wealth Management LTD. 2.87% — 34,525 $3.1M
Stratos Wealth Advisors, LLC 0.15% Reduce -2.7% 34,412 $3.1M
Raffa Wealth Management, LLC 0.47% Reduce -0.2% 34,410 $3.1M
Heritage Family Offices, LLP 1.40% Add +18.4% 34,390 $3.1M
Leigh Baldwin & Co., LLC 2.02% Add +12.3% 34,388 $3.1M
First Financial Bankshares Inc 0.06% Reduce -25.0% 34,383 $3.1M
Ignite Planners, LLC 0.47% Add +0.7% 32,634 $3.1M
Forefront Wealth Partners, LLC 1.45% Add +16.5% 34,276 $3.1M
Parsons Capital Management Inc. 0.17% Add +9.1% 34,177 $3.1M
YANKCOM Partnership 1.30% Add +1.7% 34,061 $3.0M
First Horizon Corp. 0.14% Add +20.6% 34,022 $3.0M
LGL Partners, LLC 1.30% Add +0.3% 33,979 $3.0M
Plimoth Trust Co. LLC 0.67% Add +26.2% 33,797 $3.0M
Empower Advisory Group, LLC 0.01% Add +10.9% 33,649 $3.0M
AA Financial Advisors, LLC 0.55% Reduce -1.9% 33,223 $3.0M
Strategy Asset Managers LLC 0.49% Add +4.3% 33,191 $3.0M
Keystone Global Partners, LLC 1.30% Reduce -10.5% 33,102 $3.0M
Fire Capital Management LLC 1.48% Add +7.3% 33,069 $3.0M
Laird Norton Wetherby Trust Company, LLC 0.06% New 32,922 $2.9M
Dravo Bay LLC 1.22% Add +0.9% 32,809 $2.9M
Capital Advisors, Ltd. LLC 0.33% Add +1.6% 32,674 $2.9M
Vestcor Inc 0.08% Add +0.9% 32,664 $2.9M
Peak Financial Management, Inc. 0.75% Reduce -0.4% 32,598 $2.9M
Flagstar Securities, Inc. 0.97% Add +1.9% 32,544 $2.9M
180 Wealth Advisors, LLC 0.33% Add +0.6% 32,535 $2.9M
Pathfinder Wealth Consulting, Inc. 1.84% — 32,503 $2.9M
JGP Wealth Management, LLC 0.30% Reduce -46.9% 32,440 $2.9M
Kings Path Partners LLC 1.01% Reduce -0.8% 32,267 $2.9M
Two Sigma Securities, LLC 0.40% New 32,234 $2.9M
Arete Wealth Advisors, LLC 0.20% Reduce -34.1% 32,205 $2.9M
Vista Cima Wealth Management LLC 2.40% Add +2.0% 32,164 $2.9M
Islay Capital Management, LLC 1.69% Add +37.5% 32,002 $2.9M
Pinnacle Bancorp, Inc. 0.84% Reduce -2.4% 31,964 $2.9M
Lineweaver Wealth Advisors, LLC 0.39% Add +0.7% 31,893 $2.9M
ADG Wealth Management Group, LLC 2.16% Reduce -1.4% 31,889 $2.9M
Glenview Trust Co 0.04% Add +1.9% 31,851 $2.8M
Colton Groome Financial Advisors, LLC 0.82% Reduce -0.1% 31,812 $2.8M
Independent Advisor Alliance 0.07% Add +11.7% 31,746 $2.8M
Financial Planning Navigators CORP 1.30% — 31,732 $2.8M
Members Wealth LLC 1.78% Add +8.8% 30,213 $2.8M
Cornerstone Advisors Asset Management, LLC 0.46% Reduce -14.7% 31,683 $2.8M
Pursuit Wealth Strategies, LLC 3.97% — 31,643 $2.8M
Biltmore Family Office, LLC 0.39% Add +10.8% 31,568 $2.8M
Grant Street Asset Management, Inc. 0.57% Add +6.3% 31,489 $2.8M
Apeiron RIA LLC 0.57% Reduce -9.7% 30,523 $2.8M
Renasant Bank 1.89% Add +34.5% 31,212 $2.8M
Arkansas Financial Group, Inc. 0.40% Add +15.0% 31,125 $2.8M
Maseco LLP 0.12% Reduce -3.7% 31,059 $2.8M
Headinvest, LLC 0.55% Add +20.3% 31,055 $2.8M
Wharton Business Group, LLC 0.10% Add +1.0% 30,648 $2.7M
Infinity Wealth Counsel, LLC 2.49% Add +0.8% 30,565 $2.7M
Richard P Slaughter Associates Inc 0.57% Add +0.4% 30,451 $2.7M
Fiduciary Alliance LLC 0.18% Add +2.6% 30,248 $2.7M
Asset Advisory Group, Inc. 1.35% — 30,192 $2.7M
Operose Advisors LLC 0.63% Add +1.5% 30,146 $2.7M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.16% Add +74.8% 30,129 $2.7M
Thayer Partners, LLC / MA 1.31% — 30,120 $2.7M
Wealthfront Advisers LLC 0.01% Add +7.6% 30,117 $2.7M
Steel Grove Capital Advisors, LLC 0.28% Add +11.3% 30,051 $2.7M
Nilsine Partners, LLC 0.23% Add +32.3% 29,929 $2.7M
3Chopt Investment Partners, LLC 0.60% Reduce -0.7% 29,892 $2.7M
Tobias Financial Advisors, Inc. 0.38% Add +4.7% 29,881 $2.7M
Verdence Capital Advisors LLC 0.16% Add +5.4% 29,827 $2.7M
Arcus Capital Partners, LLC 0.95% Add +0.0% 29,584 $2.6M
Strategic Blueprint, LLC 0.16% Reduce -31.5% 29,471 $2.6M
Allworth Financial LP 0.01% Reduce -1.8% 29,335 $2.6M
Jacobi Capital Management LLC 0.15% Add +7.9% 29,265 $2.6M
Evoke Wealth, LLC 0.05% Reduce -0.0% 29,202 $2.6M
Argonautica Private Wealth Management, Inc. 0.77% Add +18.6% 29,176 $2.6M
Cambridge Financial Group, LLC 0.91% Add +1.4% 36,868 $2.6M
Avid Wealth Partners LLC 1.27% Reduce -83.0% 29,034 $2.6M
Litman Gregory Wealth Management LLC 0.19% Reduce -3.2% 29,006 $2.6M
Quadrant Private Wealth Management, LLC 0.42% Add +12.6% 28,963 $2.6M
Brown Wealth Management, LLC 0.68% Add +8.8% 28,841 $2.6M
Envision Financial LLC 1.36% Add +5.1% 28,771 $2.6M
Cyndeo Wealth Partners, LLC 0.14% Add +2.8% 28,718 $2.6M
Penobscot Investment Management Company, Inc. 0.19% Add +25.2% 28,682 $2.6M
Snider Financial Group 0.68% Add +8.9% 28,525 $2.6M
Blue Fin Capital, Inc. 0.39% Add +107.8% 28,448 $2.5M
Firestone Capital Management 0.54% Add +2.9% 28,391 $2.5M
Balefire, LLC 0.49% Add +6.0% 28,309 $2.5M
Collective Family Office LLC 0.58% Reduce -33.9% 28,086 $2.5M
Integrity Alliance, Llc. 0.09% Add +5.9% 27,987 $2.5M
Thoroughbred Financial Services, LLC 0.15% Reduce -0.3% 27,952 $2.5M
HighPoint Advisor Group LLC 0.05% New 27,911 $2.5M
St. Louis Trust Co 0.29% Add +52.0% 27,815 $2.5M
Godshalk Welsh Capital Management, Inc. 1.42% Add +0.2% 27,765 $2.5M
GWN Securities Inc. 0.50% Add +5.3% 27,699 $2.5M
Paladin Advisory Group, LLC 1.81% Reduce -71.0% 27,658 $2.5M
Investment Advisory Group, LLC 0.64% Reduce -0.9% 27,649 $2.5M
Slagle Financial, LLC 0.86% Add +9.5% 27,601 $2.5M
Claro Advisors Inc. 0.34% Add +10.9% 27,587 $2.5M
Morton Brown Family Wealth, LLC 0.67% Reduce -0.2% 27,443 $2.5M
Independence Bank of Kentucky 0.30% Add +21.9% 27,396 $2.5M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.29% Reduce -1.5% 27,390 $2.5M
Veracity Capital LLC 0.73% Add +0.2% 27,351 $2.4M
Proficio Capital Partners LLC 0.17% New 27,289 $2.4M
HBK Sorce Advisory LLC 0.06% Add +11.8% 25,481 $2.4M
Denver PWM, LLC 0.81% No change 29,189 $2.4M
Bryant Woods Investment Advisors, LLC 0.94% Reduce -12.1% 27,059 $2.4M
XTX Topco Ltd 0.06% Add +159.5% 27,005 $2.4M
Burling Wealth Partners, LLC 0.38% New 26,992 $2.4M
Endeavor Private Wealth, Inc. 0.69% Reduce -4.6% 26,920 $2.4M
Sax Wealth Advisors, LLC 0.11% Reduce -13.6% 26,907 $2.4M
Morton Capital Management LLC 0.36% Add +13.8% 26,562 $2.4M
Secured Retirement Advisors, LLC 1.33% Reduce -8.8% 26,531 $2.4M
Verus Capital Partners, LLC 0.16% Add +16.4% 26,480 $2.4M
Invst, LLC 0.26% Add +55.5% 26,464 $2.4M
Zions Bancorporation, National Association 0.11% Reduce -2.3% 26,184 $2.3M
Quent Capital, LLC 0.17% Add +25.7% 26,016 $2.3M
Aegis Wealth Management LLC 1.30% Reduce -3.4% 25,735 $2.3M
Fiera Capital Corp 0.01% Add +4.2% 25,681 $2.3M
Keystone Financial Group 0.17% Reduce -2.3% 25,646 $2.3M
Foundations Investment Advisors, LLC 0.03% Add +11.3% 25,562 $2.3M
Cornerstone Partners Capital Management, LLC 6.29% Add +2.8% 25,519 $2.3M
QRG Capital Management, Inc. 0.03% Add +9.4% 25,488 $2.3M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -4.8% 25,414 $2.3M
Colonial Trust Co / SC 0.30% Add +69.5% 25,328 $2.3M
Tsfg, LLC 0.34% Add +8.9% 25,313 $2.3M
Ascentis Wealth Management, LLC 0.58% Add +6.0% 25,207 $2.3M
Portfolio Resources Advisor Group, Inc. 2.25% — 25,184 $2.3M
CreativeOne Wealth, LLC 0.05% Add +2.4% 25,148 $2.2M
Sentinel Trust Co. Lba 0.22% Reduce -2.0% 25,108 $2.2M
Smith, Moore & Co. 0.17% Add +84.3% 24,944 $2.2M
Inkwell Capital LLC 2.27% Reduce -0.4% 24,910 $2.2M
Wedbush Securities Inc. 0.06% Reduce -4.5% 24,725 $2.2M
Heritage Trust Co 0.22% Add +0.6% 24,675 $2.2M
Colter Lewis Investment Partners LLC 2.55% — 24,667 $2.2M
Lee Financial Co 0.30% Reduce -5.4% 24,658 $2.2M
Synergy Investment Management, LLC 0.78% Reduce -4.2% 24,509 $2.2M
City National Bank of Florida 1.43% No change 24,507 $2.2M
Mma Asset Management LLC 0.78% Add +17.0% 24,324 $2.2M
Gilbert & Cook, Inc. 0.27% Add +6.6% 24,303 $2.2M
Panoramic Investment Advisors, LLC 1.18% Reduce -26.1% 24,286 $2.2M
Benjamin Edwards Inc. 0.02% Add +55.0% 24,219 $2.2M
Cascade Financial Partners, LLC 0.22% Reduce -1.4% 24,030 $2.1M
Warner Financial, Inc. 0.74% Add +0.9% 23,885 $2.1M
Knightsbridge Asset Management, LLC 0.35% Add +1.3% 23,781 $2.1M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.74% Add +8719.0% 23,635 $2.1M
Mayport, LLC 0.42% No change 23,566 $2.1M
Lexington Hill Partners, LLC 1.58% — 23,557 $2.1M
Hassell Wealth Management, LLC 0.70% Add +1.7% 22,673 $2.1M
Williams & Novak, LLC 1.57% Reduce -0.8% 23,363 $2.1M
Waystone Advisors LLC 1.79% — 23,360 $2.1M
RFG Advisory, LLC 0.04% Reduce -12.9% 23,182 $2.1M
Debussy Capital Management LP 0.28% Reduce -0.7% 23,139 $2.1M
Magnus Financial Group LLC 0.16% Add +6.0% 23,073 $2.1M
Cooper Financial Group 0.22% Add +10.7% 23,043 $2.1M
Stonebrook Private Inc. 0.43% Reduce -30.1% 23,034 $2.1M
Matauro, LLC 0.31% Add +1.5% 22,920 $2.1M
Rainier Family Wealth Inc. 1.54% No change 22,889 $2.0M
Advisors Capital Management, LLC 0.02% Add +26.9% 22,859 $2.0M
Stonebridge Financial Group, LLC 0.17% Add +37.0% 22,858 $2.0M
Wiser Wealth Management, Inc 0.45% Add +3.0% 22,837 $2.0M
Manchester Capital Management LLC 0.28% Reduce -0.8% 22,731 $2.0M
Level Wealth Management LLC 1.04% Reduce -43.3% 22,725 $2.0M
Disciplined Investments, LLC 0.78% Reduce -3.9% 22,660 $2.0M
Northwest Wealth Management, LLC 0.32% Add +1.7% 22,534 $2.0M
Droms Strauss Advisors Inc. /Mo/ 0.53% Add +4.6% 22,435 $2.0M
Everhart Financial Group, Inc. 0.19% Add +0.3% 22,399 $2.0M
ETF Portfolio Partners, Inc. 0.52% Reduce -5.6% 22,383 $2.0M
Kingswood Wealth Advisors, LLC 0.10% Add +25.4% 22,220 $2.0M
Winthrop Advisory Group LLC 0.17% Add +37.2% 22,200 $2.0M
Arrowroot Family Office, LLC 0.72% Add +1.9% 22,165 $2.0M
United Advisor Group, LLC 0.25% Reduce -2.0% 22,139 $2.0M
JDM Financial Group LLC 0.77% Reduce -2.8% 22,119 $2.0M
Dynamic Financial Group 1.68% Add +0.1% 22,033 $2.0M
Charter Oak Capital Management, LLC 0.15% Add +16.1% 21,960 $2.0M
Valley Wealth Managers, Inc. 0.13% Reduce -4.7% 21,931 $2.0M
Trevian Wealth Management LLC 0.93% Add +8.5% 21,792 $1.9M
Richmond Investment Services, LLC 0.34% Add +20.3% 21,763 $1.9M
BIP Wealth, LLC 0.07% Add +0.6% 21,627 $1.9M
1015 Capital Partners, LLC 1.89% — 21,556 $1.9M
Diversify Wealth Management, LLC 0.09% Add +478.6% 20,893 $1.9M
Independent Financial Group, LLC 0.04% Add +7.6% 21,397 $1.9M
FineMark National Bank & Trust 0.06% Add +7.0% 21,316 $1.9M
Strategic Wealth Partners, Ltd. 0.13% Add +2.4% 21,287 $1.9M
Krilogy Financial LLC 0.06% Reduce -17.8% 20,277 $1.9M
Kovack Advisors, Inc. 0.09% Add +78.9% 21,215 $1.9M
Wind River Trust Co 0.71% No change 21,203 $1.9M
Fourth Dimension Wealth, LLC 0.69% Add +0.6% 21,069 $1.9M
First Bank & Trust 0.31% Reduce -0.7% 21,022 $1.9M
Rebalance, LLC 0.11% Add +1.8% 20,892 $1.9M
Signature Estate & Investment Advisors LLC 0.04% Add +4.7% 20,864 $1.9M
Cypress Capital Group 0.21% Add +34.5% 20,852 $1.9M
Perennial Investment Advisors, LLC 0.15% Add +7.1% 20,770 $1.9M
Ausdal Financial Partners, Inc. 0.09% Reduce -5.2% 20,756 $1.9M
Northwest Bancshares, Inc. 0.36% Add +13.6% 20,692 $1.9M
Simplicity Wealth,LLC 0.11% Reduce -51.8% 20,632 $1.8M
Milestone Asset Management Group, LLC 1.04% Add +3.2% 20,560 $1.8M
PW Nova Financial Services LLC 0.70% — 20,340 $1.8M
Courage Miller Partners, LLC 0.55% Add +0.1% 20,542 $1.8M
Seven Post Investment Office LP 0.66% No change 20,507 $1.8M
Black Diamond Financial, LLC 0.19% Add +0.4% 20,507 $1.8M
Blueprint Investment Partners LLC 0.20% Reduce -2.6% 20,436 $1.8M
Indivisible Partners 0.20% — 20,350 $1.8M
Pitcairn Wealth Advisors LLC 0.16% — 20,284 $1.8M
U.S. Capital Wealth Advisors, LLC 0.05% Reduce -5.6% 20,255 $1.8M
Main Street Financial Solutions, LLC 0.14% Reduce -5.4% 20,207 $1.8M
First County Bank 0.95% Add +1.6% 20,177 $1.8M
Magnolia Capital Advisors LLC 0.38% Add +3.6% 20,114 $1.8M
Highland Financial Advisors, LLC 0.50% Reduce -0.2% 20,103 $1.8M
JMG Financial Group, Ltd. 0.05% Add +1.6% 20,094 $1.8M
Rockwood Wealth Management, LLC 0.13% Add +1.4% 20,083 $1.8M
Embree Financial Group 0.22% Add +1.6% 20,012 $1.8M
NDVR, Inc. 1.48% Add +0.1% 19,993 $1.8M
Vista Capital Partners, Inc. 0.18% Add +17.3% 19,947 $1.8M
StoneX Group Inc. 0.08% Add +9.2% 19,779 $1.8M
Tenzing Financial LLC 1.43% — 19,761 $1.8M
Coquina Private Wealth LLC 1.41% — 19,715 $1.8M
Integrity Wealth Advisors, Inc. 1.23% New 19,627 $1.8M
Evercore Wealth Management, LLC 0.03% Reduce -3.8% 19,611 $1.8M
Empirical Asset Management, LLC 0.49% Reduce -9.7% 19,608 $1.8M
Amplius Wealth Advisors, LLC 0.15% Reduce -3.8% 19,519 $1.7M
Cahill Financial Advisors Inc. 0.19% Reduce -15.6% 19,483 $1.7M
Howard Financial Services, LTD. 0.20% Reduce -0.7% 19,379 $1.7M
Philadelphia Trust Co. 0.12% No change 19,249 $1.7M
Icon Wealth Advisors, LLC 0.11% Reduce -1.6% 19,244 $1.7M
Pinnacle Associates Ltd. 0.02% Add +4.8% 19,192 $1.7M
Trueblood Wealth Management, LLC 0.67% Add +11.3% 19,174 $1.7M
Csenge Advisory Group 0.08% Add +1.8% 19,103 $1.7M
MA Private Wealth 0.28% Add +8.3% 19,048 $1.7M
Boyum Wealth Architects LLC 0.79% Add +12.8% 18,169 $1.7M
Bestgate Wealth Advisors, LLC 2.97% Add +2.7% 18,918 $1.7M
Wolff Wiese Magana LLC 0.92% Add +22.4% 18,868 $1.7M
Tufton Capital Management 0.29% Add +0.9% 18,853 $1.7M
AlTi Global, Inc. 0.04% Add +0.7% 18,825 $1.7M
Investment Research & Advisory Group, Inc. 0.55% Add +5.2% 18,575 $1.7M
Focused Alpha, LLC 0.49% — 18,508 $1.7M
Hoxton Planning & Management, LLC 0.49% Reduce -4.1% 18,470 $1.7M
Oak Barrel Wealth Advisory LLC 0.99% — 18,466 $1.7M
SIMA Wealth Partners, LLC 1.26% No change 18,458 $1.7M
Aznar Financial Advisors, LLC 1.58% — 18,388 $1.6M
Lee, Kelleher & Klein Wealth Management 0.98% Add +5.6% 18,359 $1.6M
Cherry Tree Wealth Management, LLC 0.35% No change 18,342 $1.6M
WealthCare Investment Partners, LLC 0.48% Add +3.3% 18,136 $1.6M
Johnson Financial Group, LLC 0.10% Add +112.3% 18,313 $1.6M
Wealthgarden F.S. LLC 1.08% Add +21.2% 17,430 $1.6M
Lincoln Capital LLC 0.30% Add +0.0% 18,237 $1.6M
Cornerstone Wealth Management, LLC 0.08% Add +3.4% 18,191 $1.6M
Focus Financial Network, Inc. 0.06% Add +3.2% 18,007 $1.6M
Cabot Wealth Management Inc. 0.18% Add +5.6% 17,966 $1.6M
Trust Co. of Vermont 0.07% Add +6.5% 17,949 $1.6M
Journey Strategic Wealth LLC 0.04% Reduce -16.2% 17,911 $1.6M
Keebeck Wealth Management 0.18% Add +680.0% 17,910 $1.6M
LongView Wealth Management 0.39% Reduce -3.4% 17,276 $1.6M
Innovative Wealth Building LLC 1.16% Reduce -0.0% 17,837 $1.6M
GAMMA Investing LLC 0.08% Add +0.5% 17,810 $1.6M
UNIVEST FINANCIAL Corp 0.08% Reduce -1.2% 17,776 $1.6M
Cynosure Group, LLC 0.16% Reduce -56.3% 17,640 $1.6M
Kooman & Associates 0.47% Reduce -6.3% 17,620 $1.6M
LCW Services, LLC 0.84% — 17,599 $1.6M
PGIM Custom Harvest LLC 0.02% Add +16.6% 17,558 $1.6M
TOWER TRUST & INVESTMENT Co 0.99% Add +9.4% 17,534 $1.6M
Wealth Enhancement Trust Services, Inc. 0.20% — 17,462 $1.6M
Aurdan Capital Management, LLC 0.48% Reduce -0.4% 17,433 $1.6M
STAR Financial Bank 0.80% Add +27.8% 17,431 $1.6M
Bayban 1.38% — 17,428 $1.6M
Sovereign Financial Group, Inc. 0.28% Reduce -8.3% 17,411 $1.6M
Tred Avon Family Wealth, LLC 0.51% Reduce -7.8% 17,373 $1.6M
New Republic Capital, LLC 0.41% Reduce -11.8% 17,367 $1.6M
Brady Family Wealth, LLC 0.48% Add +44.4% 17,343 $1.6M
Roger Wittlin Investment Advisory, LLC 1.08% Reduce -15.3% 17,337 $1.6M
Shelton Wealth Management, LLC 0.68% Reduce -1.3% 17,334 $1.6M
CrossGen Wealth, LLC 1.37% — 17,325 $1.5M
Intrepid Financial Planning Group LLC 0.59% Add +52.8% 17,312 $1.5M
Wingate Wealth Advisors, Inc. 0.86% Reduce -2.1% 17,288 $1.5M
Jaffetilchin Investment Partners, LLC 0.09% Add +7.7% 17,240 $1.5M
Ballast Rock Private Wealth LLC 0.96% — 17,205 $1.5M
NCM Capital Management, LLC 0.57% Reduce -1.0% 17,192 $1.5M
West Bancorporation Inc. 0.80% No change 17,140 $1.5M
Pallas Capital Advisors LLC 0.05% Reduce -5.7% 17,100 $1.5M
Summit Wealth & Retirement Planning, Inc. 0.36% Add +6.3% 17,086 $1.5M
SOL Capital Management CO 0.14% Reduce -0.1% 17,072 $1.5M
Paragon Capital Management Ltd 0.31% Add +0.3% 17,067 $1.5M
Dana Investment Advisors, Inc. 0.04% Add +7.6% 17,066 $1.5M
Sheets Smith Wealth Management 0.17% Add +38.9% 16,992 $1.5M
Hicks Capital Management LLC 1.53% Add +0.0% 16,986 $1.5M
RoundAngle Advisors LLC 1.10% Add +3.9% 16,955 $1.5M
Stephens Inc. 0.02% Add +3.1% 16,952 $1.5M
Forte Asset Management LLC 0.68% Reduce -0.5% 16,677 $1.5M
NTV Asset Management LLC 0.16% Add +27.7% 16,656 $1.5M
JRM Investment Counsel, LLC 0.43% Add +1.1% 16,644 $1.5M
Beckerman Institutional, LLC 0.83% Reduce -8.8% 16,621 $1.5M
Coordinated Financial Services, Inc. 0.86% Add +13.1% 16,595 $1.5M
Keystone Financial Group, Inc. 0.78% Add +1.6% 16,576 $1.5M
TFC Financial Management, Inc. 0.19% No change 16,573 $1.5M
Sepio Capital, LP 0.08% No change 16,526 $1.5M
Well Done, LLC 0.22% Reduce -0.8% 16,489 $1.5M
OneAscent Family Office, LLC 1.00% Add +0.5% 16,423 $1.5M
Activest Wealth Management 0.27% Add +504.4% 16,385 $1.5M
Retirement Wealth Solutions LLC 0.93% Add +5.8% 16,385 $1.5M
Canandaigua National Bank & Trust Co. 0.13% Add +1.4% 16,357 $1.5M
Foster & Motley Inc. 0.08% Add +3.0% 16,328 $1.5M
Daymark Wealth Partners, LLC 0.05% Add +3.8% 16,280 $1.5M
Coign Capital Advisors LLC 0.76% Add +1.3% 16,238 $1.5M
Fortis Advisors, LLC 0.80% Add +2.9% 16,233 $1.5M
Kendall Capital Management 0.30% Add +2.3% 16,217 $1.5M
Altfest L J & Co. Inc. 0.16% Reduce -0.4% 16,209 $1.5M
Bison Wealth, LLC 0.16% Reduce -47.9% 16,564 $1.4M
Columbia Asset Management 0.26% Add +2.5% 16,132 $1.4M
Reflection Asset Management 1.02% — 15,819 $1.4M
Alongside, LLC 0.48% — 16,091 $1.4M
Fortune Financial Group, Inc. 1.41% — 13,073 $1.4M
Global View Capital Management LLC 0.27% Reduce -10.9% 16,019 $1.4M
Saxon Interests, Inc. 0.51% Reduce -3.9% 16,013 $1.4M
Fisher Asset Management 0.00% Add +25.9% 15,988 $1.4M
SeaBridge Investment Advisors LLC 0.23% Add +1.8% 15,782 $1.4M
Aries Wealth Management 0.31% No change 15,639 $1.4M
Dentgroup LLC 0.96% Reduce -5.2% 15,635 $1.4M
Oxford Financial Group, LTD. LLC 0.08% Add +3924.5% 15,615 $1.4M
Pacific Financial Group Inc. 0.77% New 15,511 $1.4M
Parisi Gray Wealth Management 0.31% Add +0.9% 15,506 $1.4M
Peterson Wealth Services 0.35% Add +5858.1% 15,491 $1.4M
Xcelsior Advisor Partners LLC 0.67% — 15,472 $1.4M
Ticino Wealth 0.51% — 15,469 $1.4M
HM Payson & Co. 0.02% Add +11.5% 15,402 $1.4M
Arwa LLC 0.80% — 15,385 $1.4M
Petros Family Wealth, LLC 0.92% Add +320.9% 15,374 $1.4M
Black Cypress Capital Management, LLC 0.96% Reduce -2.8% 15,314 $1.4M
Klaas Financial Asset Advisors, LLC 0.20% Reduce -4.6% 15,240 $1.4M
Capital Investment Management, Inc. 0.48% — 15,237 $1.4M
Guardian Wealth Advisors, LLC / NC 0.09% Add +1.0% 15,232 $1.4M
Bar Harbor Wealth Management 0.08% Add +12.4% 15,223 $1.4M
Cambria Investment Management, L.P. 0.08% Reduce -4.2% 15,206 $1.4M
Wellington-Altus USA Inc. 1.00% — 15,046 $1.3M
Forza Wealth Management, LLC 0.49% No change 15,041 $1.3M
Wetzel Investment Advisors, Inc. 0.55% Reduce -0.6% 15,020 $1.3M
Market Street Wealth Management Advisors LLC 0.21% No change 15,002 $1.3M
BlueSky Wealth Advisors, LLC 0.18% Reduce -4.2% 14,996 $1.3M
W Advisors, LLC 0.67% Add +3.4% 14,975 $1.3M
Sankala Group LLC 1.07% — 13,569 $1.3M
Curated Wealth Partners LLC 0.14% Reduce -6.3% 14,880 $1.3M
Great Point Wealth Advisors, LLC 0.24% Reduce -3.3% 14,877 $1.3M
HUB Investment Partners, LLC 0.04% Reduce -9.2% 14,723 $1.3M
LVZ, Inc. 0.15% Reduce -2.8% 14,721 $1.3M
Inspirion Wealth Advisors, LLC 0.16% Add +0.7% 14,688 $1.3M
Bear Mountain Capital, Inc. 0.42% Reduce -0.1% 14,204 $1.3M
Maia Wealth LLC 0.22% Reduce -2.6% 13,512 $1.3M
Peak Planning Group, LLC 0.37% Add +126.0% 14,673 $1.3M
Westmount Partners, LLC 0.33% Add +38.6% 14,645 $1.3M
American State Bank (Iowa) 0.63% Add +1.2% 14,620 $1.3M
Planning Alternatives Ltd. 0.16% Add +107.8% 14,587 $1.3M
International Assets Investment Management, LLC 0.09% Add +57.0% 14,575 $1.3M
Old Mission Investment Co LLC 0.31% Add +31.4% 14,441 $1.3M
TL Private Wealth 0.50% Reduce -1.4% 13,960 $1.3M
C M Bidwell & Associates Ltd. 0.60% Add +0.2% 14,314 $1.3M
Welch & Forbes LLC 0.02% Add +2.7% 14,297 $1.3M
M1 Capital Management LLC 0.53% Reduce -26.1% 14,285 $1.3M
Victrix Investment Advisors 0.49% New 14,238 $1.3M
Romano Brothers and Company 0.14% Reduce -0.2% 14,179 $1.3M
Stevens Capital Partners 0.33% Add +0.1% 14,134 $1.3M
CoreCap Advisors, LLC 0.04% Add +5.9% 14,088 $1.3M
Goldstein Advisors, LLC 0.14% Reduce -1.6% 14,076 $1.3M
Keel Point, LLC 0.08% Add +7.4% 14,051 $1.3M
Watershed Private Wealth LLC 0.38% Reduce -0.4% 14,010 $1.3M
Salem Investment Counselors Inc. 0.04% Add +0.2% 13,979 $1.3M
Joel Isaacson & Co., LLC 0.04% Add +5.8% 13,872 $1.2M
Ascentis Independent Advisors 0.20% Add +7.6% 13,839 $1.2M
Compass Ion Advisors, LLC 0.12% Reduce -15.6% 13,819 $1.2M
Hill Island Financial LLC 0.29% Reduce -1.6% 13,776 $1.2M
Noble Family Wealth, LLC 0.26% No change 13,754 $1.2M
Gilpin Wealth Management, LLC 0.97% — 13,685 $1.2M
Bedminster, LLC 1.12% — 13,680 $1.2M
Fort Washington Investment Advisors Inc. 0.01% Add +123.0% 13,636 $1.2M
Clark Asset Management, LLC 0.13% Add +19.8% 13,587 $1.2M
North Berkeley Wealth Management, LLC 0.71% Add +154.9% 13,518 $1.2M
MFA Wealth Services 0.81% Add +1.8% 13,484 $1.2M
McNamara Financial Services, Inc. 0.23% Reduce -1.7% 13,411 $1.2M
Sandhill Capital Partners LLC 0.08% Add +1.6% 13,313 $1.2M
Stone Summit Wealth LLC 0.32% Reduce -2.4% 13,294 $1.2M
Ibex Wealth Advisors 0.12% Add +16.8% 13,256 $1.2M
PCG Asset Management, LLC 0.94% Add +2.5% 13,045 $1.2M
JNBA Financial Advisors 0.10% Add +0.3% 13,144 $1.2M
NorthStar Asset Management LLC 0.53% Add +3.7% 13,138 $1.2M
FSM Wealth Advisors, LLC 0.16% Reduce -2.5% 13,111 $1.2M
Pinney & Scofield, Inc. 0.67% Reduce -2.1% 13,103 $1.2M
Hixon Zuercher, LLC 0.36% Reduce -2.5% 13,100 $1.2M
Darden Wealth Group Inc 0.57% Reduce -9.7% 13,026 $1.2M
Penobscot Wealth Management 0.36% Add +1.1% 12,994 $1.2M
GW&K Investment Management, LLC 0.01% Add +0.9% 12,993 $1.2M
Trilogy Capital Inc. 0.05% Reduce -6.3% 12,965 $1.2M
Ally Invest Advisors Inc. 0.08% Reduce -3.2% 12,962 $1.2M
Orleans Capital Management Corp. 0.72% Add +38.6% 12,956 $1.2M
Realta Investment Advisors 0.38% Reduce -1.1% 12,896 $1.2M
Breakwater Capital Group 0.16% Reduce -1.0% 12,858 $1.2M
Elm Partners Management LLC 0.05% Add +0.4% 12,848 $1.1M
Finley Financial, LLC 0.53% Reduce -0.8% 12,825 $1.1M
GDS Wealth Management 0.07% Add +2.2% 12,815 $1.1M
Gryphon Financial Partners LLC 0.12% Add +11.3% 12,798 $1.1M
Angeles Wealth Management, LLC 0.06% Add +40.6% 12,777 $1.1M
Koss-Olinger Consulting, LLC 0.09% Reduce -5.3% 12,768 $1.1M
DBK Financial Counsel, LLC 0.88% No change 12,737 $1.1M
Evensky & Katz LLC 0.06% Add +18.6% 12,732 $1.1M
Calton & Associates, Inc. 0.17% Add +4.1% 12,730 $1.1M
GM Advisory Group, LLC 0.04% Add +3.4% 12,650 $1.1M
Capital Advisors Wealth Management, LLC 0.15% Add +24.1% 12,642 $1.1M
K2 Financial Inc. 0.87% Reduce -0.5% 12,375 $1.1M
Marin Bay Wealth Advisors, LLC 0.65% — 12,611 $1.1M
First Commonwealth Financial Corp 0.19% Add +24.9% 12,571 $1.1M
REAP Financial Group, LLC 0.23% Add +9.4% 12,558 $1.1M
Graybill Wealth Management, LTD. 0.33% Add +0.5% 12,505 $1.1M
Davidson Trust Co. 0.47% Reduce -1.0% 12,498 $1.1M
Davis R M Inc. 0.02% Add +4.3% 12,375 $1.1M
Peoples Bank 0.69% Add +3.2% 12,357 $1.1M
Moors & Cabot, Inc. 0.05% Add +39.1% 12,324 $1.1M
Ellenbecker Investment Group 0.15% Add +9.1% 12,288 $1.1M
Clarendon Private LLC 0.93% Add +1.9% 12,218 $1.1M
Strategic Wealth Advisors LLC 0.93% — 12,211 $1.1M
CM Wealth Advisors LLC 0.24% Add +6.3% 12,064 $1.1M
NorthCoast Asset Management LLC 0.02% Reduce -98.5% 12,042 $1.1M
Barnes Dennig Private Wealth Management LLC 1.08% Add +32.6% 12,013 $1.1M
Sharp Wealth Advisory, LLC 0.54% No change 12,003 $1.1M
Freedom Investment Management, Inc. 0.31% Add +2.3% 11,993 $1.1M
Novus Advisors, LLC 2.40% Reduce -0.1% 11,983 $1.1M
SeaCrest Wealth Management, LLC 0.11% Add +24.9% 11,719 $1.1M
Noesis Capital Mangement Corp. 0.15% Reduce -1.0% 11,950 $1.1M
Keenan, LLC 0.94% — 11,910 $1.1M
Clear Investment Research, LLC 1.77% Reduce -38.2% 11,909 $1.1M
Bulwark Capital Corp 0.76% Add +25.7% 11,900 $1.1M
Clearwave Capital, LLC 0.78% — 11,755 $1.1M
Henrickson Nauta Wealth Advisors, Inc. 0.15% Add +100.0% 11,452 $1.0M
KWB Wealth 0.10% Add +37.7% 11,671 $1.0M
Silver Oak Securities, Incorporated 0.07% Add +5.2% 11,580 $1.0M
FFT Wealth Management LLC 0.20% Add +0.9% 11,628 $1.0M
Truefg, LLC 0.28% Add +4.1% 11,591 $1.0M
Centaurus Financial, Inc. 0.05% Reduce -2.1% 11,575 $1.0M
Tranquility Partners, LLC 0.37% Reduce -0.1% 11,565 $1.0M
Columbus Macro, LLC 0.11% Reduce -8.2% 11,560 $1.0M
EJMK Ventures LLC 0.63% — 11,514 $1.0M
Beacon Financial Advisory LLC 0.24% Add +6.5% 11,456 $1.0M
McGlone Suttner Wealth Management, Inc. 0.14% Add +0.5% 11,405 $1.0M
Presilium Private Wealth, LLC 0.19% Add +6.0% 11,337 $1.0M
Essex Bank 0.22% Reduce -1.0% 11,333 $1.0M
Willis Johnson & Associates, Inc. 0.06% Reduce -0.2% 11,314 $1.0M
SHP Wealth Management 0.08% — 11,286 $1.0M
Mitchell Capital Management Co. 0.18% No change 11,271 $1.0M
Northside Capital Management, LLC 0.09% No change 11,236 $1.0M
Victory Financial Group, LLC 0.13% Reduce -10.3% 11,226 $1.0M
SteelPeak Wealth, LLC 0.03% Add +101.2% 11,203 $1.0M
Washington Trust Advisors, Inc. 0.08% Reduce -25.9% 11,188 $1.0M
Simmons Bank 0.07% Add +17.1% 11,172 $999K
First American Trust, FSB 0.07% Reduce -2.9% 11,154 $998K
Kwmg, LLC 0.09% Reduce -1.9% 11,102 $993K
Elevatus Welath Management 0.27% Add +6.0% 11,076 $991K
Holland Advisory Services, Inc. 1.34% Add +1.0% 11,073 $991K
Old Second National Bank of Aurora 0.20% Add +0.5% 11,046 $988K
Shayne & Jacobs, LLC 0.30% Add +1.4% 11,024 $986K
BAM Wealth Management, LLC 0.71% Add +67.5% 10,959 $980K
Investmark Advisory Group LLC 0.42% Add +1.7% 10,956 $980K
Archer Investment Management, LLC 0.53% New 10,923 $977K
Wealth Management Partners, LLC 0.28% Reduce -1.0% 10,900 $975K
Walsh & Associates, LLC 0.96% — 10,878 $973K
Net Worth Advisory Group 0.20% New 10,868 $972K
Painted Porch Advisors LLC 0.39% Add +0.1% 10,851 $971K
Value Investment Professionals, LLC 1.02% — 10,844 $970K
Beacon Capital Management, LLC 0.15% Add +59.5% 10,814 $967K
Walkner Condon Financial Advisors LLC 0.13% Reduce -25.3% 10,812 $967K
Triad Wealth Partners, LLC 0.09% Add +21.3% 10,773 $964K
BlackDiamond Wealth Management, LLC 0.47% Add +38.0% 9,916 $962K
Burkett Asset Management Ltd 0.97% — 10,723 $959K
Access Financial Services, Inc. 0.35% Add +1.1% 10,719 $959K
Nicolet Advisory Services, LLC 0.06% Reduce -55.6% 10,308 $955K
Beverly Hills Private Wealth, LLC 0.17% Add +2.4% 10,621 $950K
Tritonpoint Wealth, LLC 0.10% Reduce -83.2% 10,566 $945K
Schrum Private Wealth Management LLC 0.70% Add +8.4% 10,550 $944K
Alteri Wealth LLC 0.30% Reduce -38.1% 10,506 $940K
Silverlake Wealth Management LLC 0.21% Add +20.3% 10,476 $937K
American Trust 0.08% Reduce -15.6% 10,461 $936K
tru Independence LLC 0.24% Reduce -1.1% 10,449 $935K
Alpine Bank Wealth Management 0.13% No change 10,425 $933K
West Michigan Advisors, LLC 0.21% Add +3.3% 10,326 $924K
Uptick Partners, LLC 0.20% Add +68.5% 10,316 $923K
Segall Bryant & Hamill, LLC 0.01% Add +0.0% 10,309 $922K
Elgethun Capital Management 0.16% Add +5.4% 10,264 $918K
Capital Asset Managemnet, LLC 1.01% — 10,156 $909K
Financial Security Advisor, Inc. 0.17% New 10,027 $897K
Richards, Merrill & Peterson, Inc. 0.34% No change 9,995 $894K
Donaldson Capital Management, LLC 0.03% Reduce -0.1% 9,991 $894K
Blue Zone Wealth Advisors, LLC 0.17% New 9,955 $891K
CPC Advisors, LLC 0.09% Add +3.8% 9,953 $890K
Catalyst Private Wealth, LLC 0.39% No change 9,945 $890K
Range Advisory, LLC 0.23% — 9,943 $889K
Private Wealth Advisors, LLC 0.32% Add +1.3% 9,909 $886K
Generations Wealth, LLC 0.90% — 9,860 $882K
Capital Group Private Client Services, Inc. 0.01% Add +4.4% 9,852 $881K
Moss Adams Wealth Advisors LLC 0.06% Reduce -0.6% 9,833 $880K
Community Trust & Investment Co. 0.05% Reduce -0.3% 9,788 $876K
Genesis Financial Group, LLC 0.51% — 9,764 $874K
Gateway Wealth Partners, LLC 0.10% Add +88.8% 9,763 $873K
Aspen Wealth Management LLC 0.18% Add +0.4% 9,757 $873K
Harbor Group, Inc. 0.13% Add +1.5% 9,721 $870K
Lazari Capital Management, Inc. 0.29% Reduce -9.9% 9,679 $866K
Miramontes Capital, LLC 0.29% — 9,634 $862K
Carnegie Investment Counsel 0.02% Add +8.1% 9,602 $859K
CRA Financial Services, LLC 0.11% Add +12.3% 9,578 $857K
Cantor Fitzgerald Investment Advisors L.P. 0.06% No change 9,578 $857K
Garde Capital, Inc. 0.05% Reduce -7.6% 9,559 $855K
Impact Capital Partners LLC 0.25% New 9,558 $855K
Barrett & Company, Inc. 0.29% Reduce -1.2% 9,555 $855K
Stonebridge Capital Advisors LLC 0.06% Add +21.4% 9,553 $855K
RCS Financial Planning, LLC 0.37% Reduce -0.0% 9,552 $855K
Investment Research Partners LLC 0.37% Reduce -0.7% 9,549 $854K
Tempo Wealth, LLC 0.15% — 9,515 $851K
Kelman-Lazarov, Inc. 0.12% Add +10.1% 9,498 $850K
TCI Wealth Advisors, Inc. 0.05% Reduce -9.9% 9,462 $846K
Motco 0.08% No change 9,424 $843K
Human Investing LLC 0.12% Reduce -3.8% 9,423 $843K
Procyon Advisors, LLC 0.04% Add +6.7% 9,416 $842K
Hilltop Holdings Inc. 0.05% Reduce -11.7% 9,397 $841K
TD Capital Management LLC 0.07% Add +0.6% 9,397 $841K
Patron Partners, LLC 0.37% Reduce -11.0% 9,346 $836K
Insigneo Advisory Services, LLC 0.06% Reduce -45.0% 9,310 $833K
Sutton Place Investors LLC 0.46% Add +1.5% 9,284 $831K
Cedarwood Wealth LLC 0.92% — 8,822 $828K
Two West Capital Advisors LLC 0.48% Reduce -16.6% 9,249 $827K
Madison Asset Management, LLC 0.01% Add +6.9% 9,246 $827K
Drucker Wealth 3.0, LLC 0.15% Reduce -0.4% 9,228 $826K
First National Bank Sioux Falls 0.25% No change 9,167 $820K
Capital Planning LLC 0.23% Add +75.8% 9,069 $819K
Kelleher Financial Advisors 0.19% Add +32.4% 9,150 $819K
S Harris Financial Group, LLC 0.78% — 9,121 $816K
Snowwater Investment Partners, LLC 0.75% — 9,100 $814K
First Citizens Financial Corp 0.40% Reduce -13.1% 9,079 $812K
Fermata Advisors, LLC 0.19% Add +2.8% 9,068 $811K
Partners in Financial Planning 0.14% Add +1.8% 9,056 $810K
Quantify Chaos Advisors, LLC 2.45% — 9,052 $810K
Concorde Asset Management, LLC 0.32% Reduce -0.8% 9,045 $809K
PUREfi Wealth, LLC 0.62% Reduce -3.8% 9,045 $809K
WealthShield Partners, LLC 0.09% Add +0.2% 9,027 $808K
Nichols & Pratt Advisers LLP 0.05% No change 9,000 $805K
Edgestream Partners, L.P. 0.02% Reduce -23.7% 8,997 $805K
Godfrey Financial Associates, Inc. 0.69% — 8,966 $802K
Mayfair Advisory Group, LLC 0.31% No change 8,834 $798K
Haverford Financial Services, Inc. 0.22% No change 8,900 $796K
Frank, Rimerman Advisors LLC 0.05% No change 8,884 $795K
Patriot Financial Group Insurance Agency, LLC 0.09% Reduce -2.9% 8,832 $790K
Jamison Private Wealth Management, Inc. 0.10% No change 8,814 $789K
Vident Advisory, LLC 0.01% Add +6.8% 8,806 $788K
Glassman Wealth Services 0.11% Add +0.5% 8,801 $787K
Quad-Cities Investment Group, LLC 0.32% Add +0.9% 8,794 $787K
Pine Valley Investments Ltd Liability Co 0.04% Reduce -0.4% 8,788 $786K
Obermeyer Wealth Partners 0.04% Add +94.5% 8,736 $782K
KDK Private Wealth Management, LLC 0.68% Reduce -1.4% 8,728 $781K
Cypress Wealth Services, LLC 0.11% Reduce -4.4% 8,723 $780K
Bridgewater Advisors Inc. 0.05% No change 8,438 $780K
Continuum Wealth Advisors, LLC 0.30% New 8,711 $779K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +0.1% 8,705 $777K
Founders Financial Alliance, LLC 0.14% Add +1.4% 8,586 $768K
G&S Capital LLC 0.27% Reduce -4.3% 8,556 $765K
Fulcrum Capital LLC 0.15% No change 8,551 $765K
Dudley Capital Management, LLC 0.33% No change 8,502 $761K
Occidental Asset Management, LLC 0.09% Reduce -57.2% 8,494 $760K
Clear Harbor Asset Management, LLC 0.05% No change 8,426 $754K
Landing Point Financial Group, LLC 0.37% Add +10.6% 8,365 $748K
Sageworth Trust Co 0.03% Reduce -4.3% 8,294 $742K
Beaumont Asset Management, L.L.C. 0.37% Add +25.3% 8,288 $741K
Talisman Wealth Advisors LLC 0.58% Reduce -2.2% 8,279 $741K
Keating Financial Advisory Services, Inc. 0.10% — 8,275 $740K
Naples Global Advisors, LLC 0.06% Add +12.0% 8,261 $739K
Rare Wolf Capital LLC 0.46% — 8,249 $738K
One Wealth Advisors, LLC 0.09% Reduce -1.2% 8,216 $735K
Pursuit Wealth Management LLC 0.63% — 8,213 $735K
Kohmann Bosshard Financial Services, LLC 0.07% Add +0.3% 8,206 $734K
Northbridge Financial Group, LLC 0.33% — 8,185 $732K
Aviso Wealth Management 0.31% New 8,185 $732K
Argentarii, LLC 0.24% New 8,149 $729K
Destination Wealth Management 0.02% Reduce -1.3% 8,147 $729K
Financial Perspectives, Inc 0.20% Add +10.9% 8,123 $727K
Millington Financial Advisors, LLC 0.32% Add +2.9% 7,593 $726K
Selective Wealth Management, Inc. 0.23% Add +0.5% 7,801 $722K
Genesis Wealth Advisors, LLC 0.49% No change 8,034 $719K
Wise Wealth Partners 1.02% Add +0.2% 7,981 $714K
Transamerica Financial Advisors, LLC 0.06% Add +65.4% 7,977 $714K
J.E. Simmons & Co., P.C. 0.46% — 7,944 $711K
Seven Springs Wealth Group, LLC 0.21% No change 7,914 $708K
Live Oak Private Wealth LLC 0.10% Reduce -0.7% 7,897 $706K
Balboa Wealth Partners 0.12% Add +0.5% 7,876 $705K
Voisard Asset Management Group, Inc. 0.15% Reduce -3.9% 7,860 $703K
Cassaday & Co Wealth Management LLC 0.01% Add +136.4% 7,858 $703K
Compass Capital Corp. /Ma/ 0.27% Reduce -8.0% 7,196 $701K
Eaton Financial Holdings Company, LLC 0.19% Add +3.0% 7,778 $696K
Maltin Wealth Management, Inc. 0.28% Add +4.3% 7,737 $692K
Root Financial Partners, LLC 0.04% Reduce -13.7% 7,687 $688K
Armstrong, Fleming & Moore, Inc 0.32% Add +0.6% 7,685 $687K
D'Orazio & Associates, Inc. 0.09% Add +13.8% 7,681 $687K
River Street Advisors LLC 0.26% Reduce -0.2% 7,666 $686K
Mission Creek Capital Partners, Inc. 0.14% Add +7.2% 7,649 $684K
DF Dent & Co. Inc. 0.01% No change 7,630 $683K
Kingsman Wealth Management, Inc. 0.37% Add +1.9% 7,624 $682K
Childress Capital Advisors, LLC 0.11% No change 7,613 $681K
MainStreet Investment Advisors LLC 0.10% Reduce -49.2% 7,610 $681K
Key Financial Inc 0.12% No change 7,596 $680K
Blue Chip Partners, LLC 0.05% Add +2.3% 7,595 $679K
Total Clarity Wealth Management, Inc. 0.16% Add +155.9% 7,545 $675K
MTM Financial Group, LLC 0.32% Add +13.8% 7,541 $675K
United Bank 0.09% No change 7,521 $673K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Add +1.2% 7,510 $672K
Inscription Capital, LLC 0.07% Reduce -18.1% 7,460 $667K
Advisor OS, LLC 0.05% Add +18.9% 7,397 $662K
Squarepoint Ops LLC 0.00% Add +107.5% 7,374 $660K
Am Investment Strategies LLC 0.14% New 7,363 $659K
Traynor Capital Management, Inc. 0.04% Reduce -36.8% 7,359 $658K
City Holding Co. 0.08% No change 7,353 $658K
Allegheny Financial Group 0.10% Add +3.0% 7,349 $657K
First National Bank of Hutchinson 0.39% No change 7,347 $657K
Raleigh Capital Management Inc. 0.24% Add +1.8% 7,336 $656K
Institute for Wealth Management, LLC. 0.07% Add +3.4% 7,311 $654K
Investor's Fiduciary Advisor Network, LLC 0.14% Reduce -10.1% 7,319 $654K
17 Capital Partners, LLC 0.34% New 7,287 $652K
Mosaic Family Wealth Partners, LLC 0.07% Reduce -3.4% 7,271 $650K
Lyell Wealth Management, LP 0.05% Reduce -6.3% 7,245 $648K
Smith Thornton Advisors LLC 0.33% Reduce -0.1% 7,224 $646K
Farmers & Merchants Investments Inc. 0.02% Reduce -4.0% 7,222 $646K
Legacy Private Trust Co. 0.04% Reduce -4.0% 7,221 $646K
Vertex Planning Partners, LLC 0.15% Reduce -1.3% 7,220 $646K
Evolve Private Wealth, LLC 0.04% — 7,190 $643K
Legacy Trust 0.12% Reduce -4.5% 7,186 $643K
Trust Co of the South 0.10% Add +98.4% 7,175 $642K
Sachem Hill LLC 0.12% No change 7,161 $641K
RVW Wealth, LLC 0.05% Add +1.2% 7,139 $639K
Foundry Financial LLC 0.33% — 7,107 $636K
Oarsman Capital, Inc. 0.08% Add +41.5% 7,089 $634K
1ST Source Bank 0.03% New 7,085 $634K
Vantage Financial Partners, LLC 0.13% Reduce -3.4% 7,053 $631K
Kondo Wealth Advisors, Inc. 0.24% No change 7,035 $629K
FPC Investment Advisory, Inc. 0.34% No change 7,023 $628K
Horizon Wealth Management, LLC 0.10% Add +0.0% 6,963 $623K
Northeast Financial Group, Inc. 0.16% Reduce -2.1% 6,956 $623K
Quadcap Wealth Management, LLC 0.07% Add +4.9% 6,939 $621K
Oldfather Financial Services, LLC 0.18% New 6,935 $620K
Keb Asset Management, LLC 0.13% Add +0.0% 6,934 $620K
Phillips Wealth Planners LLC 0.50% Add +25.6% 6,701 $619K
Titleist Asset Management, LLC 0.05% Add +167.5% 6,914 $619K
Summit Wealth Group LLC / Co. 0.08% New 6,874 $615K
Regatta Capital Group, LLC 0.09% Reduce -4.4% 6,861 $614K
Elevation Wealth Partners, LLC 0.22% Add +0.2% 6,858 $613K
XY Planning Network, Inc. 0.11% Add +68.8% 6,853 $613K
Hilltop Wealth Advisors, LLC 0.31% Reduce -2.6% 6,840 $612K
SOA Wealth Advisors, LLC. 0.10% Add +0.8% 6,831 $611K
Ironwood Financial, llc 0.10% Reduce -0.7% 6,574 $609K
Chilton Investment Co. Inc. 0.01% New 6,796 $608K
Clark Capital Management Group, Inc. 0.00% Add +37.3% 6,793 $608K
Wellington Grp LLC 0.20% — 6,768 $605K
Archer Investment Corp 0.14% No change 6,752 $604K
OneAscent Financial Services LLC 0.06% Add +148.8% 6,705 $600K
Sand Hill Global Advisors, LLC 0.02% Reduce -2.5% 6,701 $599K
Noble Wealth Management PBC 0.30% Reduce -5.6% 6,690 $598K
Laurel Oak Wealth Management, LLC 0.10% — 6,669 $597K
Oath Planning, LLC 0.58% — 6,625 $593K
Beto Financial Group, LLC 0.40% — 6,262 $592K
Boston Trust Walden Corp 0.00% Reduce -3.7% 6,555 $586K
Next Level Wealth Planning, LLC 0.31% Add +4.0% 6,552 $586K
Gradient Capital Advisors, LLC 0.15% Add +3.2% 6,545 $586K
Unique Wealth Strategies, LLC 0.23% Add +22.8% 6,526 $584K
Accredited Investors Inc. 0.03% Add +1.5% 6,509 $582K
Citizens National Bank Trust Department 0.10% Reduce -3.7% 6,497 $581K
Sfmg, LLC 0.04% Add +11.8% 6,460 $578K
StrongBox Wealth, LLC 0.19% Reduce -73.5% 6,460 $578K
Kennebec Savings Bank 0.50% Add +0.3% 6,452 $577K
South Shore Capital Advisors 0.42% — 6,450 $577K
Centurion Wealth Management LLC 0.13% Reduce -1.9% 6,430 $575K
Y-Intercept (Hong Kong) Ltd 0.01% New 6,419 $574K
Ellerson Group Inc. 0.39% No change 6,390 $572K
Keudell/Morrison Wealth Management 0.12% — 6,370 $570K
Golden Road Advisors LLC 0.32% Add +1.4% 6,356 $569K
CBIZ Investment Advisory Services, LLC 0.02% Add +0.8% 6,339 $567K
Sound Income Strategies, LLC 0.03% Add +14.2% 6,106 $566K
Keener Financial Planning LLC 0.24% Add +68.7% 6,309 $564K
Chapin Davis, Inc. 0.13% No change 6,291 $563K
Riverwater Partners LLC 0.22% Reduce -5.5% 6,284 $562K
North Star Asset Management Inc. 0.02% New 6,270 $561K
Verum Partners LLC 0.11% Reduce -9.6% 6,261 $560K
Entrewealth, LLC 0.25% New 5,836 $558K
Alta Wealth Advisors LLC 0.19% Add +0.7% 6,240 $558K
J.Safra Asset Management Corp 0.03% No change 6,239 $558K
J. R. Prunier Capital Management LLC 0.23% — 6,229 $557K
Chicago Wealth Management, Inc. 0.22% Add +1.0% 6,204 $555K
LJI Wealth Management, LLC 0.08% Add +0.6% 6,187 $553K
Cardinal Strategic Wealth Guidance 0.14% Reduce -19.1% 6,174 $552K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 5,788 $552K
EPG Wealth Management LLC 0.15% Add +0.1% 6,148 $550K
Versant Capital Management, Inc 0.07% No change 6,145 $550K
Compass Financial Services Inc 0.24% Add +12.0% 6,136 $549K
Enzi Wealth 0.19% Reduce -4.2% 5,913 $547K
International Private Wealth Advisors LLC 0.34% Add +0.5% 6,108 $546K
Rathbones Group PLC 0.00% No change 6,100 $546K
River Wealth Advisors LLC 0.06% Add +31.2% 6,088 $545K
New World Advisors LLC 0.09% Reduce -6.7% 6,079 $544K
Goelzer Investment Management, Inc. 0.03% Reduce -0.7% 6,077 $544K
MJP Associates Inc. 0.07% Add +26.3% 6,061 $542K
Leo Wealth, LLC 0.04% Add +59.1% 6,049 $541K
Stonekeep Investments, LLC 0.34% Add +0.1% 6,020 $539K
Burke & Herbert Bank & Trust Co. 0.15% Add +6.5% 5,978 $535K
Sprinkle Financial Consultants LLC 0.27% Reduce -2.4% 5,965 $534K
Rossby Financial, LCC 0.17% Add +2.2% 5,954 $533K
Glass Jacobson Investment Advisors llc 0.19% Reduce -5.7% 5,945 $532K
LaSalle St. Investment Advisors, LLC 0.09% Add +16.3% 5,944 $531K
Clarkston Capital Partners, LLC 0.01% No change 5,928 $530K
Invested Advisors 0.55% Reduce -22.1% 5,919 $530K
Dearborn Partners LLC 0.03% Reduce -6.3% 5,912 $529K
Richardson Financial Services Inc. 0.17% Add +2.6% 5,885 $526K
GC Wealth Management RIA, LLC 0.02% Reduce -41.6% 5,867 $525K
Impact Partnership Wealth, LLC 0.07% New 5,860 $524K
Centennial Wealth Advisory LLC 0.14% Add +5.6% 5,858 $524K
Kraft, Davis & Associates, LLC 0.12% Reduce -12.5% 5,670 $522K
Dakota Wealth Management 0.01% Add +11.2% 5,836 $522K
Inlet Private Wealth, LLC 0.12% No change 5,834 $522K
Amarillo National Bank 0.09% No change 5,819 $521K
TrustBank 0.22% — 5,815 $520K
MBA Advisors LLC 0.21% Add +1.0% 5,814 $520K
MontVue Capital Management, Inc. 0.35% No change 5,811 $520K
Navalign, LLC 0.13% Reduce -1.6% 5,796 $519K
Diversified Management Inc. 0.12% — 5,779 $517K
Community Financial Services Group, LLC 0.09% Add +15.5% 5,771 $516K
Jane Street Group, LLC 0.00% Reduce -90.2% 5,758 $515K
DB&C Advisors, LLC 0.65% — 5,753 $515K
United Community Bank 0.19% Add +55.0% 5,734 $513K
Zhang Financial LLC 0.02% Add +7.1% 5,729 $512K
Madden Advisory Services, Inc. 0.21% Reduce -14.8% 5,725 $512K
MidAtlantic Capital Management, Inc. 0.33% No change 5,719 $512K
BCGM Wealth Management, LLC 0.13% Add +0.4% 5,700 $510K
Sensible Money, LLC 0.16% Reduce -3.0% 5,689 $509K
Austin Wealth Management, LLC 0.08% New 5,568 $509K
Avise Financial Cooperative, Inc. 0.46% — 5,684 $508K
Berkeley, Inc 0.16% Add +0.3% 5,679 $508K
Forum Financial Management, LP 0.01% Reduce -5.4% 5,677 $508K
Accredited Investor Services, LLC 0.34% No change 5,672 $507K
Equitable Trust Co. 0.02% Reduce -29.1% 5,667 $507K
Blue Edge Capital, LLC 0.07% Add +49.1% 5,663 $507K
Legacy Financial Group LLC 0.06% Add +6.2% 5,332 $506K
DDFG, Inc 0.11% Add +1.4% 5,640 $505K
Allstreet Capital Advisors LLC 0.36% — 5,636 $504K
RDA Financial Network 0.12% Add +17.7% 5,624 $503K
XML Financial, LLC 0.04% Add +10.9% 5,604 $501K
Heritage Financial Services, LLC 0.04% Add +4.8% 5,588 $500K
Pearl Planning LLC 0.31% — 5,587 $500K
Birch Hill Investment Advisors LLC 0.02% Reduce -0.5% 5,571 $498K
Vista Investment Partners Ii, LLC 0.21% Add +2.2% 5,564 $498K
MGB Wealth Management, LLC 0.14% No change 5,554 $497K
Townsend Asset Management Corp. /NC/ 0.17% Reduce -0.6% 5,551 $497K
Appleton Partners Inc. 0.03% Reduce -0.9% 5,521 $494K
Elevation Wealth Management LLC 0.47% — 5,519 $494K
CPA Asset Management Group, LLC 0.17% No change 5,493 $491K
AlphaStar Capital Management, LLC 0.04% Add +58.8% 5,492 $491K
Atlatl Advisers LLC 0.19% Add +0.2% 5,477 $490K
Shade Tree Advisors LLC 0.37% New 5,469 $489K
Thayer Financial, L.L.C. 0.52% — 5,459 $488K
Fortis Capital Management LLC 0.06% Add +1.2% 5,416 $485K
Fairman Group, LLC 0.39% Add +1.9% 5,404 $483K
Auctus Advisors LLC 0.44% — 5,395 $483K
Berger Financial Group, Inc 0.03% No change 5,367 $480K
TPG Financial Advisors, LLC 0.16% Add +2.7% 5,344 $478K
Trust Co 0.04% Reduce -3.9% 5,323 $476K
Kera Capital Partners, Inc. 0.06% Add +10.7% 5,060 $476K
Hill Investment Group Partners, LLC 0.06% No change 5,314 $475K
Capital Management Associates, Inc 0.10% New 5,309 $475K
Golden State Wealth Management, LLC 0.05% Add +2.8% 5,287 $473K
Hazlett, Burt & Watson, Inc. 0.15% Add +0.5% 5,277 $473K
Regency Capital Management Inc.\DE 0.20% New 5,287 $473K
HRC Wealth Management, LLC 0.23% Add +3.3% 5,274 $472K
Gray Private Wealth, LLC 0.23% Add +4.8% 5,273 $472K
Bourgeon Capital Management LLC 0.08% No change 5,251 $470K
SB Capital Management Inc 0.17% — 5,248 $470K
Legacy Capital Wealth Partners, LLC 0.10% Add +3.0% 12,526 $468K
Downshift Financial, LLC 0.29% — 4,989 $467K
Aerodigm Wealth, LLC 0.18% New 5,211 $466K
Avantax Planning Partners, Inc. 0.01% Reduce -3.2% 5,189 $464K
Sharkey, Howes & Javer 0.06% Reduce -12.9% 5,184 $464K
Shared Vision Wealth Group LLC 0.19% Reduce -0.2% 4,931 $463K
Gerber Kawasaki Wealth & Investment Management 0.02% Reduce -6.7% 5,166 $462K
Spirepoint Private Client, LLC 0.04% Add +88.2% 5,162 $462K
Grand Wealth Management, LLC 0.21% No change 5,156 $461K
Headland Capital, LLC 0.13% Reduce -5.5% 5,148 $461K
Plan A Wealth LLC 0.22% No change 5,140 $460K
Lavaca Capital LLC 0.08% Reduce -16.5% 5,132 $459K
Retirement Planning Group, LLC 0.01% Add +0.5% 5,121 $458K
Gould Asset Management LLC 0.08% Reduce -9.8% 5,097 $456K
EnRich Financial Partners LLC 0.12% Reduce -9.2% 5,093 $456K
Rockland Trust Co. 0.02% Reduce -54.4% 5,066 $453K
Destiny Wealth Partners, LLC 0.05% Reduce -0.2% 4,784 $449K
Samalin Investment Counsel, LLC 0.16% Add +6.5% 5,017 $449K
MorganRosel Wealth Management, LLC 0.11% Reduce -0.2% 4,996 $447K
Advyzon Investment Management, LLC 0.05% Reduce -37.5% 4,994 $447K
Copia Wealth Management 0.32% Add +0.6% 4,994 $447K
Lake Street Private Wealth, LLC 0.05% Add +2.0% 4,966 $444K
Cypress Point Wealth Management, LLC 0.10% Reduce -2.4% 4,942 $442K
PAX Financial Group, LLC 0.08% Reduce -45.7% 4,941 $442K
Vantus Wealth LLC 0.33% — 4,940 $442K
Fortitude Advisory Group L.L.C. 0.19% New 4,930 $441K
Frontier Asset Management, LLC 0.10% New 4,912 $439K
Range Financial Group LLC 0.15% Add +0.0% 4,912 $439K
Financial Management Professionals, Inc. 0.05% Reduce -6.4% 4,896 $438K
Bokf, NA 0.01% Add +36.0% 4,875 $436K
Patten & Patten Inc. 0.03% No change 4,861 $435K
Satovsky Asset Management LLC 0.08% Add +1.9% 4,857 $434K
Tran Capital Management, L.P. 0.05% Add +2.4% 4,855 $434K
Everstar Asset Management, LLC 0.23% Reduce -2.7% 4,851 $434K
Everpar Advisors LLC 0.16% New 4,838 $433K
Kathmere Capital Management, LLC 0.03% Add +3.0% 4,835 $433K
Theory Financial LLC 0.15% No change 4,604 $432K
Nicholas Hoffman & Company, LLC. 0.01% Add +49.4% 4,826 $432K
Beaumont Financial Advisors, LLC 0.03% Add +69.0% 4,807 $430K
Alvarez & Marsal Private Wealth Partners, LLC 0.08% — 4,801 $429K
Old Peak Finance LLC 0.27% — 4,799 $429K
WealthPLAN Partners, LLC 0.06% New 4,799 $429K
Rosenberg Matthew Hamilton 0.09% Reduce -5.7% 4,786 $428K
Seneca Financial Advisors LLC 0.13% Add +70.9% 4,785 $428K
Insight Inv LLC 0.24% Add +2.4% 4,781 $428K
Northstar Financial Companies, Inc. 0.34% New 4,740 $424K
Heritage Wealth Management, Inc. 0.12% Add +14.5% 4,731 $423K
Tolleson Wealth Management, Inc. 0.06% New 4,720 $422K
Iams Wealth Management, LLC 0.15% Add +4.2% 4,703 $421K
Seeds Investor LLC 0.08% Add +6.0% 4,679 $419K
Golden Reserve Retirement LLC 0.08% New 4,677 $418K
Anchor Capital Advisors LLC 0.01% No change 4,675 $418K
Round Rock Advisors LLC 0.06% No change 4,673 $418K
MLG Wealth Management DBA Pine Grove Financial Group 0.05% — 4,668 $418K
Astoria Portfolio Advisors LLC. 0.09% Add +34.0% 4,280 $417K
Uptown Financial Advisors LLC 0.36% Add +1.6% 4,660 $417K
Burney Co./ 0.01% Add +27.9% 4,654 $416K
Legacy Advisors, LLC 0.04% New 4,649 $416K
Mullaney, Keating & Wright, Inc. 0.22% Reduce -12.1% 4,633 $414K
Lifelong Wealth Advisors, Inc. 0.11% No change 4,628 $414K
Huntleigh Advisors, Inc. 0.07% New 4,610 $412K
Delta Wealth Advisors LLC 0.34% No change 4,601 $412K
Pennington Partners & Co., LLC 0.16% Add +0.2% 4,598 $411K
GSG Advisors LLC 0.11% Add +1.1% 4,597 $411K
GLOBALT Investments LLC / GA 0.01% No change 4,592 $411K
Wulff, Hansen & Co. 0.34% No change 4,585 $410K
Stolper Co 0.12% Reduce -2.1% 4,580 $410K
Sovran Advisors, LLC 0.03% Add +14.5% 4,431 $410K
Westview Management dba Westview Investment Advisors 0.19% — 4,569 $409K
Brown, Lisle/Cummings, Inc. 0.10% Reduce -3.5% 4,569 $409K
Thrive Capital Management, LLC 0.09% Reduce -28.0% 4,547 $407K
RHS Financial, LLC 0.20% Reduce -8.6% 4,537 $406K
St Germain D J Co. Inc. 0.02% Add +15.0% 4,536 $406K
KFA Private Wealth Group, LLC 0.10% Add +3.9% 4,529 $405K
Avondale Wealth Management 0.21% Add +38.5% 4,500 $403K
Peak Retirement Planning, Inc. 0.09% Add +1.9% 4,483 $401K
Sachetta, LLC 0.22% Reduce -66.1% 4,480 $401K
Norris Perne & French LLP 0.03% Add +0.1% 4,479 $401K
QTR Family Wealth, LLC 0.18% Reduce -4.7% 4,112 $400K
Vista Investment Management 0.13% Add +2.7% 4,469 $400K
Monument Group Wealth Advisors, LLC 0.22% New 4,464 $399K
Montag A & Associates Inc. 0.02% Add +2196.4% 4,455 $399K
Efficient Advisors, LLC 0.02% Add +2.8% 4,451 $398K
GatePass Capital, LLC 0.21% Add +14.6% 4,441 $397K
Cardinal Point Capital Management ULC 0.03% Reduce -0.1% 4,441 $397K
Manuka Financial, LLC 0.25% No change 4,439 $397K
Summit Global Investments 0.02% Reduce -11.4% 4,429 $396K
Marble Harbor Investment Counsel, LLC 0.04% No change 4,423 $396K
Princeton Capital Management LLC 0.10% New 4,397 $393K
Sentinel Pension Advisors, LLC 0.06% Add +10.3% 4,397 $393K
Nixon Peabody Trust Co. 0.03% Reduce -8.9% 4,395 $393K
White Pine Capital LLC 0.11% Add +6.8% 4,379 $392K
Amara Financial, Llc. 0.27% Add +1.2% 4,368 $391K
Rowlandmiller & Partners.adv 0.08% No change 4,358 $390K
Curtis Wealth Management LLC 0.34% — 4,152 $390K
Advisory Advocates, LLC 0.39% — 4,348 $389K
Goldstone Financial Group, LLC 0.04% Reduce -6.3% 4,345 $389K
First Financial Corp. 0.15% No change 4,345 $389K
Hibernia Wealth Partners, LLC 0.12% New 4,340 $388K
Running Point Capital Advisors, LLC 0.11% No change 4,332 $388K
Burton Enright Welch 0.05% No change 4,323 $387K
Thrive Wealth Management, LLC 0.06% Reduce -2.4% 4,321 $387K
NWF Advisory Services Inc. 0.04% Add +73.7% 4,319 $386K
Hunter Associates Investment Management LLC 0.05% No change 4,321 $386K
DGS Capital Management, LLC 0.07% No change 4,309 $385K
Financial Gravity Asset Management, Inc. 0.07% Reduce -39.0% 4,308 $385K
Baker Tilly Wealth Management, LLC 0.09% Add +0.1% 4,295 $384K
Flatrock Wealth Partners LLC 0.18% — 4,287 $384K
BBR Partners, LLC 0.02% No change 4,283 $383K
Mason Street Advisors, LLC 0.04% Reduce -99.1% 5,700 $383K
Secure Asset Management, LLC 0.06% Reduce -6.5% 4,277 $383K
August Group Capital Ltd 0.42% — 4,272 $382K
Gemmer Asset Management LLC 0.03% Add +0.2% 4,259 $381K
Stewardship Concepts Financial Services LLC 0.32% — 4,242 $380K
Plante Moran Financial Advisors, LLC 0.02% Reduce -4.5% 4,240 $379K
Canandaigua National Trust Co of Florida 0.24% No change 4,230 $378K
True North Advisors, LLC 0.05% No change 4,228 $378K
CGN Advisors LLC 0.03% Reduce -4.3% 4,220 $378K
Cairn Investment Group, Inc. 0.18% No change 4,211 $377K
Byrne Financial Freedom, LLC 0.17% New 4,200 $376K
CDKV Holdings LLC 0.31% — 4,199 $376K
Petra Financial Advisors Inc. 0.22% Reduce -0.1% 4,197 $375K
Midwest Financial Partners Investments, Inc. 0.21% — 4,189 $375K
Farrow Financial, Inc. 0.22% Add +4.3% 4,187 $375K
Hurley Capital, LLC 0.21% Add +0.5% 4,186 $374K
Advisory Alpha, LLC 0.01% Reduce -5.4% 4,185 $374K
Ballast Advisors LLC 0.10% Reduce -5.9% 4,184 $374K
W1M Asset Management Ltd 0.00% New 4,178 $374K
Prevail Innovative Wealth Advisors, LLC 0.07% Reduce -2.0% 4,171 $373K
Cornerstone Financial Management LLC 0.35% — 4,168 $373K
Radnor Capital Management, LLC 0.06% Reduce -39.3% 4,163 $372K
Kapstone Financial Advisors LLC 0.18% Add +52.8% 4,158 $372K
Grandfield & Dodd, LLC 0.02% No change 4,155 $372K
Twelve Points Wealth Management LLC 0.08% Reduce -0.5% 4,024 $371K
Alamar Capital Management, LLC 0.20% No change 4,142 $371K
World Equity Group, Inc. 0.10% Add +41.5% 4,131 $370K
HORAN Wealth, LLC 0.06% Add +0.8% 4,125 $369K
Uniting Wealth Partners, LLC 0.11% Add +40.2% 4,124 $369K
Cerro Pacific Wealth Advisors LLC 0.10% Reduce -0.2% 4,121 $369K
FC Advisory LLC 0.11% Add +0.5% 4,110 $368K
Register Financial Advisors LLC 0.14% Add +2.1% 4,108 $367K
Modus Advisors, LLC 0.10% Add +9.2% 4,079 $365K
Granville Capital, Inc. 0.19% — 4,064 $364K
VERITY Wealth Advisors 0.22% No change 4,050 $362K
Maryland Capital Advisors Inc. 0.12% No change 4,046 $362K
Lanark Financial, Inc. 0.03% Add +18.4% 4,044 $362K
Signal Advisors Wealth, LLC 0.03% Reduce -29.2% 4,037 $361K
Holcombe Financial, Inc. 0.23% No change 4,033 $361K
Hengehold Capital Management LLC 0.03% Reduce -0.6% 4,012 $359K
Ethos Financial Group, LLC 0.03% Add +0.9% 4,012 $359K
ESL Trust Services, LLC 0.07% No change 4,003 $358K
Planwiser Financial, LLC 0.27% Add +32.2% 3,873 $358K
WPG Advisers, LLC 0.27% Reduce -0.8% 3,994 $357K
Shepherd Street Advisors LLC 0.34% — 3,991 $357K
Opal Wealth Advisors, LLC 0.09% New 3,967 $355K
Payne Capital Management, LLC 0.11% Reduce -2.1% 3,950 $353K
Bank of Nova Scotia Trust Co. 0.03% New 3,900 $349K
Brookwood Investment Group LLC 0.04% Reduce -1.6% 3,893 $348K
Red Door Wealth Management, LLC 0.04% Add +0.2% 3,857 $345K
LVW Advisors, LLC 0.04% Add +7.9% 3,857 $345K
Clarius Group, LLC 0.02% No change 3,821 $342K
Mitchell McLeod Pugh & Williams Inc. 0.05% Reduce -2.1% 3,569 $341K
Strategic Financial Concepts, LLC 0.31% Reduce -91.3% 3,814 $341K
Frazier Financial Advisors, LLC 0.20% Add +1.4% 3,813 $341K
Serenus Wealth Advisors, LLC 0.07% No change 3,801 $340K
BridgePort Financial Solutions, LLC 0.09% Reduce -8.1% 3,798 $340K
Little House Capital LLC 0.09% Reduce -4.5% 3,789 $339K
Steigerwald, Gordon & Koch Inc. 0.03% No change 3,773 $338K
CVFG LLC 0.23% Reduce -4.9% 3,773 $338K
Hennion & Walsh Asset Management, Inc. 0.01% Add +37.1% 3,765 $337K
Coppell Advisory Solutions LLC 0.03% Reduce -3.9% 3,731 $335K
RTD Financial Advisors, Inc. 0.04% No change 3,747 $335K
Seascape Capital Management 0.10% No change 3,750 $335K
Northwest Wealth Advisors, LLC 0.26% — 3,740 $335K
Badgley Phelps Wealth Managers, LLC 0.01% Add +7.3% 3,737 $334K
Mosaic Financial Group, LLC 0.23% Add +1.2% 3,734 $334K
Fortress Financial Group, LLC 0.25% Reduce -0.6% 3,730 $334K
Urban Wealth Management, LLC 0.31% — 3,730 $334K
M.E. Allison & Co., Inc. 0.23% Add +0.1% 3,716 $332K
Glen Eagle Advisors, LLC 0.05% Reduce -3.4% 3,714 $332K
Nicholas Wealth, LLC. 0.22% New 3,706 $332K
Lantern Wealth Advisors, LLC 0.18% Add +27.4% 3,704 $331K
Longview Financial Advisors LLC 0.18% No change 3,701 $331K
Calydon Capital 0.06% No change 3,692 $330K
FSB Premier Wealth Management, Inc. 0.10% No change 3,690 $330K
Bogart Wealth, LLC 0.01% Add +22.3% 3,686 $330K
Kastel Capital Advisors, LLC 0.20% — 3,653 $327K
Chapman Financial Group, LLC 0.22% Reduce -6.4% 3,638 $325K
Nicolet Bankshares Inc. 0.05% Add +14.3% 3,634 $325K
Hemenway Trust Co LLC 0.02% New 3,629 $325K
Thomasville National Bank 0.02% Add +4.1% 3,625 $324K
Cornell Pochily Investment Advisors, Inc. 0.09% Reduce -1.0% 3,616 $323K
Centennial Bank 0.13% No change 3,602 $322K
Bravias Capital Group, LLC 0.19% Add +23.4% 3,600 $322K
S&T Bank 0.10% No change 3,581 $320K
Melfa Wealth Management, Inc. 0.18% Add +1.0% 3,581 $320K
First Heartland Consultants, Inc. 0.02% Add +2.5% 3,577 $320K
Cordoba Advisory Partners LLC 0.08% — 3,565 $319K
Towne Trust Company, N.A 0.10% No change 3,555 $318K
Financial Planning Hawaii, Inc. 0.18% — 3,555 $318K
Millstone Evans Group, LLC 0.19% Add +208.3% 3,539 $317K
Olistico Wealth, LLC 0.15% Reduce -18.2% 3,532 $316K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.07% No change 3,528 $316K
Francis Financial, Inc. 0.06% New 3,522 $315K
Lawood & Co. 0.30% — 3,522 $315K
Prospect Financial Services LLC 0.18% Reduce -0.7% 3,517 $315K
Commonwealth Retirement Investments LLC 0.10% Add +35.1% 3,513 $314K
Balanced Rock Investment Advisors LLC 0.22% No change 3,513 $314K
BankPlus Trust Department 0.08% Add +123.1% 3,507 $314K
Anchor Investment Management, LLC 0.03% Reduce -15.8% 3,504 $313K
FSA Advisors, Inc. 0.22% New 73,940 $312K
Key Client Fiduciary Advisors, LLC 0.11% Add +0.0% 3,489 $312K
Olde Wealth Management, LLC 0.10% Reduce -0.3% 3,465 $310K
Arlington Financial Advisors, LLC 0.04% Reduce -31.1% 3,463 $310K
Tidal Investments LLC 0.00% Reduce -20.9% 3,461 $310K
HBW Advisory Services LLC 0.03% Reduce -0.9% 3,455 $309K
Whalerock Point Partners, LLC 0.06% New 3,436 $307K
B.O.S.S. Retirement Advisors, LLC 0.10% Reduce -9.6% 3,434 $307K
Heritage Wealth Management, Inc./Texas 0.13% No change 3,426 $306K
Formidable Asset Management, LLC 0.04% No change 3,491 $305K
Aspire Capital Advisors LLC 0.07% Add +37.3% 3,386 $303K
Clearstead Trust, LLC 0.05% Reduce -5.2% 3,381 $302K
Total Wealth Planning, LLC 0.64% Reduce -89.7% 3,366 $301K
Gerber, LLC 0.17% No change 3,357 $300K
Correct Capital Wealth Management 0.06% Add +5.4% 3,353 $300K
National Wealth Management Group, LLC 0.10% Reduce -5.9% 3,353 $300K
Pinnacle Financial Group, LLC / IL 0.09% No change 3,350 $300K
Camden National Bank 0.04% Add +10.2% 3,340 $299K
Visionary Horizons, LLC 0.15% Reduce -52.0% 3,334 $298K
Absolute Capital Management, LLC 0.11% Add +9.2% 3,333 $298K
Bellwether Advisors, LLC 0.05% Reduce -1.1% 3,330 $298K
DKM Wealth Management, Inc. 0.22% No change 3,326 $298K
Central Bank & Trust Co. 0.05% No change 3,324 $297K
Barnes Wealth Management Group, Inc 0.16% Add +6.8% 3,323 $297K
Aureus Asset Management, LLC 0.02% Add +1.2% 3,305 $296K
Baron Financial Group, LLC 0.16% Reduce -0.5% 3,301 $295K
Rothschild Capital Partners, LLC 0.07% Add +1.8% 3,290 $294K
Quantum Financial Advisors, LLC 0.03% No change 3,286 $294K
Optivise Advisory Services LLC 0.17% New 3,284 $294K
High Falls Advisors, Inc 0.06% Reduce -42.0% 3,280 $293K
Landmark Wealth Management, LLC 0.11% Reduce -0.7% 3,277 $293K
Upper Left Wealth Management, LLC 0.18% No change 3,274 $293K
Hidden Cove Wealth Management, LLC 0.19% No change 3,264 $292K
City State Bank 0.08% Add +0.8% 3,260 $292K
Hardin Capital Partners, LLC 0.14% Add +11.1% 3,257 $291K
Cora Capital Advisors LLC 0.11% New 3,254 $291K
Vision Retirement, LLC 0.08% — 3,247 $290K
Roberts Glore & Co. Inc. 0.08% Reduce -11.7% 3,237 $290K
Adams Wealth Management 0.06% Add +3.0% 3,234 $289K
CacheTech Inc. 0.05% Add +3.0% 3,234 $289K
Alpha Cubed Investments, LLC 0.01% Add +17.9% 3,229 $289K
LWM Advisors Inc. 0.25% New 3,210 $287K
IFC Advisors LLC 0.04% Reduce -16.8% 3,204 $287K
Accretive Wealth Partners, LLC 0.09% No change 3,203 $287K
MKT Advisors LLC 0.10% Add +5.6% 3,130 $286K
IMG Wealth Management, Inc. 0.18% Add +58.9% 3,195 $286K
First Trust Advisors LP 0.00% Reduce -18.5% 3,195 $286K
Pettyjohn, Wood & White, Inc. 0.04% New 3,191 $285K
Livet Wealth, LLC 0.18% — 3,187 $285K
Cape Ann Savings Bank 0.15% New 3,177 $284K
Pines Wealth Management, LLC 0.09% Add +6.4% 3,177 $284K
Lynx Investment Advisory 0.15% Add +1.1% 3,172 $284K
Confluence Investment Management LLC 0.00% New 3,164 $283K
Insight Advisors, LLC/ PA 0.04% Reduce -9.1% 3,152 $282K
Edgemoor Investment Advisors, Inc. 0.02% Reduce -5.8% 3,149 $282K
HighMark Wealth Management LLC 0.11% Add +14.7% 3,146 $281K
Meridian Investment Counsel Inc. 0.07% Add +18.9% 3,146 $281K
Integrity Advisory Solutions, LLC 0.04% Reduce -17.1% 3,137 $281K
Rothschild Investment LLC 0.02% Add +10.8% 3,137 $281K
Avant Financial Advisors LLC 0.20% No change 3,137 $281K
West Wealth Group, LLC 0.06% Reduce -24.8% 3,134 $280K
Brand Asset Management Group, Inc. 0.08% No change 3,132 $280K
Faithward Advisors, LLC 0.04% New 3,124 $279K
Heartwood Wealth Advisors LLC 0.03% No change 3,123 $279K
Vermillion & White Wealth Management Group, LLC 0.15% Add +0.2% 3,119 $279K
Lifeworks Advisors, LLC 0.04% Add +17.3% 3,119 $279K
Plum Street Advisors, LLC 0.10% Reduce -1.9% 3,118 $279K
Austin Asset Management Co Inc 0.05% Reduce -12.7% 3,117 $279K
Farnam Financial LLC 0.21% Add +7.3% 3,115 $279K
Geometric Wealth Advisors 0.04% Reduce -15.1% 3,115 $279K
Capital Investment Counsel, Inc 0.03% No change 3,107 $278K
Nemes Rush Group LLC 0.03% Add +86.8% 3,095 $277K
Pacifica Partners Inc. 0.12% Add +286.1% 3,058 $276K
Diversified Portfolios, Inc. 0.02% Add +24.7% 3,086 $276K
Guerra Pan Advisors, LLC 0.16% No change 3,081 $276K
Private Capital Management, LLC 0.03% Add +1.9% 3,080 $276K
Wilson & Boucher Capital Management, LLC 0.18% No change 3,080 $276K
Zullo Investment Group, Inc. 0.10% Reduce -0.6% 3,075 $275K
Measured Wealth Private Client Group, LLC 0.07% Add +2.1% 3,072 $275K
Foster Victor Wealth Advisors, LLC 0.02% No change 2,963 $275K
Covington Investment Advisors Inc. 0.04% New 3,059 $274K
Grey Ledge Advisors, LLC 0.06% Reduce -0.6% 3,029 $271K
Financial Life Advisors 0.08% No change 3,028 $271K
Maple Capital Management, Inc. 0.02% New 3,025 $271K
Rayburn West Financial Services LLC 0.17% — 3,024 $271K
NerdWallet Wealth Partners, LLC 0.12% Add +0.1% 3,017 $270K
Capital Square, LLC 0.14% Add +24.1% 3,016 $270K
Vision Capital Management, Inc. 0.03% Add +3.9% 3,015 $270K
Insight Wealth Strategies, LLC 0.03% Add +0.3% 3,009 $269K
One Day In July LLC 0.02% New 2,997 $268K
Michels Family Financial, LLC 0.20% Add +0.1% 2,987 $267K
Luken Investment Analytics, LLC 0.11% No change 2,982 $267K
Beaird Harris Wealth Management, LLC 0.02% No change 2,979 $267K
Liberty Square Wealth Partners LLC 0.08% No change 2,965 $265K
ORG Partners LLC 0.05% Add +8.4% 2,951 $264K
Barnes Pettey Financial Advisors, LLC 0.13% Reduce -3.0% 2,939 $263K
Argent Capital Management LLC 0.01% No change 2,933 $262K
Christensen, King & Associates Investment Services, Inc. 0.11% Reduce -0.6% 2,914 $261K
Lee Danner & Bass Inc. 0.02% No change 2,905 $260K
Scientech Research LLC 0.16% New 2,902 $260K
American National Bank & Trust 0.02% Reduce -2.2% 2,899 $259K
FourThought Financial Partners, LLC 0.02% New 2,877 $257K
Covestor Ltd 0.13% Reduce -8.8% 2,869 $257K
Align Financial, LLC 0.15% — 256,392 $256K
Baring Financial LLC 0.16% Add +13.3% 2,866 $256K
Collier Financial 0.19% Add +2.5% 2,864 $256K
Swan Global Investments, LLC 0.01% No change 2,860 $256K
Breachway Investments LLC 0.27% — 2,858 $256K
Integris Wealth Management, LLC 0.06% No change 2,857 $256K
Peregrine Asset Advisers, Inc. 0.07% No change 2,851 $255K
Bank Ozk 0.09% No change 2,840 $254K
Vickerman Investment Advisors, Inc. 0.05% No change 2,837 $254K
Wealth Forward, LLC 0.14% No change 2,826 $253K
WealthBridge Capital Management, LLC 0.06% Add +1.6% 2,814 $252K
Cassady Wealth & Retirement Planning, LLC 0.16% — 2,813 $252K
Denver Wealth Management, Inc. 0.09% New 2,800 $250K
Knuff & Co LLC 0.07% No change 2,797 $250K
Precedent Wealth Partners, LLC 0.05% New 2,795 $250K
Atlas Brown,Inc. 0.07% Add +0.0% 2,780 $249K
SFG Wealth Management, LLC. 0.10% Reduce -0.8% 2,771 $248K
Somerset Trust Co 0.08% No change 2,756 $247K
Indie Asset Partners, LLC 0.27% Reduce -21.4% 2,755 $246K
Millennium Management 0.00% Add +4.5% 2,755 $246K
Crux Wealth Advisors 0.09% Reduce -4.6% 2,749 $246K
Presidio Capital Management, LLC 0.07% New 2,731 $244K
Pflug Koory, LLC 0.11% No change 2,730 $244K
Vigil Wealth Management, LLC 0.20% — 2,725 $244K
SFE Investment Counsel 0.04% New 2,720 $243K
Tevis Investment Management 0.15% No change 2,777 $242K
Financial Sense Advisors, Inc. 0.05% Add +6.1% 2,709 $242K
IFG Advisors, LLC 0.04% New 2,694 $241K
Warren Street Wealth Advisors, LLC 0.07% Reduce -31.3% 2,694 $241K
Oder Investment Management, LLC 0.17% New 2,692 $241K
Tiller Private Wealth, Inc. 0.09% Reduce -7.7% 2,690 $241K
Foundation Wealth Management, LLC 0.17% Add +1.9% 2,686 $240K
Latitude Advisors, LLC 0.11% Reduce -22.6% 2,684 $240K
Poinciana Advisors Group, LLC 0.19% No change 2,678 $240K
Cherrydale Wealth Management, LLC 0.07% Add +1.9% 2,673 $239K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.19% — 2,670 $239K
KOM Wealth Management Group, LLC 0.17% Reduce -0.2% 2,664 $238K
Smithfield Trust Co 0.01% No change 2,651 $238K
Almanack Investment Partners, LLC. 0.04% New 2,659 $238K
FWG Investments, LLC. 0.15% Reduce -2.8% 2,640 $236K
Mascoma Wealth Management LLC 0.05% Add +0.4% 2,635 $236K
Willis Investment Counsel 0.01% No change 2,634 $236K
Clifford Swan Investment Counsel LLC 0.01% Reduce -2.7% 2,632 $235K
KRM Wealth Management L.L.C. 0.13% — 2,632 $235K
Adamsbrown Wealth Consultants LLC 0.07% Reduce -0.4% 2,630 $235K
Natural Investments, LLC 0.06% New 2,616 $234K
Bank of Nova Scotia 0.00% No change 2,597 $232K
Annex Advisory Services, LLC 0.00% New 2,590 $232K
First National Advisers, LLC 0.03% No change 2,590 $232K
Tanglewood Legacy Advisors, LLC 0.09% Add +5.1% 2,588 $232K
Rock Point Advisors, LLC 0.06% New 2,588 $232K
Fayez Sarofim & Co 0.00% No change 2,560 $229K
Garrison Point Advisors, LLC 0.10% No change 2,550 $228K
Elite Life Management LLC 0.37% No change 2,384 $228K
SeedSafe Financial LLC 0.20% — 2,549 $228K
Transcendent Capital Group LLC 0.10% Add +0.9% 2,544 $228K
MY Wealth Management Inc. 0.20% No change 2,541 $227K
American Capital Advisory, LLC 0.10% Reduce -12.4% 2,540 $227K
Canal Capital Management, LLC 0.03% Add +1.3% 2,534 $227K
Causey Wealth LLC 0.10% Add +1.3% 2,533 $227K
ShoreHaven Wealth Partners, LLC 0.08% No change 2,530 $226K
Fairvoy Private Wealth, LLC 0.05% Add +4.6% 2,530 $226K
Foster Group, Inc. 0.01% New 2,528 $226K
Fund Evaluation Group, LLC 0.01% No change 2,510 $225K
Weaver Consulting Group 0.05% No change 2,502 $224K
Dunhill Financial, LLC 0.07% Add +100.7% 2,497 $223K
Signature Resources Capital Management, LLC 0.11% No change 2,488 $223K
Valtinson Bruner Financial Planning LLC 0.06% Add +0.0% 2,487 $223K
Prudent Investors Network, Inc. 0.05% New 2,486 $222K
Onyx Bridge Wealth Group LLC 0.02% New 2,482 $222K
Westside Investment Management, Inc. 0.04% Reduce -97.9% 2,455 $221K
Fonville Wealth Management LLC 0.05% New 2,470 $221K
Evermay Wealth Management LLC 0.02% No change 2,466 $221K
Proffitt & Goodson Inc. 0.03% No change 2,457 $220K
Factor Wealth Management LTD 0.05% New 2,452 $219K
Shotwell Rutter Baer Inc 0.13% No change 2,399 $219K
Poehling Capital Management, INC. 0.04% No change 2,444 $219K
Buck Wealth Strategies, LLC 0.03% New 2,438 $218K
Bouvel Investment Partners, LLC 0.06% New 2,437 $218K
Gilman Hill Asset Management, LLC 0.03% New 2,437 $218K
Mirador Capital Partners LP 0.03% Reduce -21.0% 2,436 $218K
Arbor Wealth Advisors LLC 0.15% Reduce -15.8% 2,427 $217K
North Dallas Bank & Trust Co. 0.14% — 2,425 $217K
ProVise Management Group, LLC 0.02% No change 2,422 $217K
Flagstone Financial Management 0.06% No change 2,418 $216K
Capital Advisors Inc. 0.00% Reduce -7.0% 2,411 $216K
Guardian Partners Inc. 0.02% New 2,272 $216K
Hamilton Point Investment Advisors, LLC 0.03% New 2,404 $215K
KFG Wealth Management, LLC 0.03% Reduce -42.2% 2,388 $214K
Cauble & Harre Wealth Management, Inc. 0.18% — 2,386 $213K
Oxinas Partners, LLC 0.10% Reduce -13.8% 2,382 $213K
Summit Financial Strategies, Inc. 0.02% New 2,374 $212K
Calamos Advisors LLC 0.00% No change 2,373 $212K
Strathmore Capital Advisors, Inc. 0.07% No change 2,370 $212K
Sincerus Advisory, LLC 0.17% Add +0.5% 2,364 $211K
Emprise Bank 0.09% Reduce -7.8% 2,363 $211K
Obsidian Cio, LLC 0.31% Reduce -93.9% 2,361 $211K
Capital Insight Partners, LLC 0.04% No change 2,359 $211K
GenTrust, LLC 0.01% Reduce -25.6% 2,359 $211K
Foguth Wealth Management, LLC. 0.03% — 2,331 $211K
Harbor Advisory Corp. 0.06% No change 2,352 $210K
Acorn Financial Advisory Services Inc. 0.03% Reduce -11.6% 2,349 $210K
NorthCrest Asset Manangement, LLC 0.00% New 2,292 $210K
Fortune Financial Advisors, LLC 0.14% No change 2,334 $209K
Bellecapital International Ltd. 0.04% No change 2,332 $209K
Safeguard Investment Advisory Group, LLC 0.05% Reduce -18.3% 2,331 $209K
Arsenal Capital Advisors LLC 0.15% — 2,331 $209K
JB Capital LLC 0.01% Reduce -28.5% 2,327 $208K
Provident Wealth Management, LLC 0.06% No change 2,324 $208K
Richardson Capital Management LLC 0.10% Reduce -2.3% 2,320 $208K
Ashford Advisors, LLC 0.05% No change 2,315 $207K
Laurel Wealth Planning LLC 0.11% No change 2,314 $207K
Abner Herrman & Brock LLC 0.02% New 2,315 $207K
WealthTrust Axiom LLC 0.05% New 2,303 $206K
William John Sempolinski 0.10% — 2,300 $206K
Bragg Financial Advisors, Inc 0.01% New 2,289 $205K
Trustmark Bank Trust Department 0.01% New 2,274 $203K
Synergy Asset Management, LLC 0.02% New 2,271 $203K
Pursue Wealth Partners LLC 0.10% New 2,266 $203K
LifeGoal Investments, LLC 0.14% New 2,252 $201K
Linscomb Wealth, Inc. 0.01% Reduce -12.3% 2,251 $201K
Prosperity Planning, Inc. 0.07% Reduce -3.1% 2,249 $201K
Curio Wealth, LLC 0.07% Add +49.1% 2,239 $201K
KERR FINANCIAL PLANNING Corp 0.27% Reduce -3.7% 2,142 $201K
HFG Advisors, Inc. 0.15% New 2,240 $200K
Signature Equity Partners, LLC 0.11% — 2,213 $198K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Add +40.7% 2,213 $198K
Piscataqua Savings Bank 0.14% Add +20.0% 2,203 $197K
Armstrong Advisory Group, Inc. 0.01% No change 2,201 $197K
USA Financial Formulas 0.04% New 2,182 $195K
Gen-Wealth Partners Inc 0.06% No change 2,021 $181K
Your Advocates Ltd., LLP 0.06% No change 2,005 $179K
Nalls Sherbakoff Group, LLC 0.13% No change 2,000 $179K
Smallwood Wealth Investment Management, LLC 0.09% No change 1,994 $178K
TCTC Holdings, LLC 0.01% Add +0.2% 1,990 $178K
McIlrath & Eck, LLC 0.02% Add +909.8% 1,959 $175K
Triumph Capital Management 0.04% New 1,957 $175K
Private Wealth Management Group, LLC 0.05% Add +0.2% 1,948 $174K
Avalon Trust Co 0.01% Reduce -28.3% 1,874 $168K
SJS Investment Consulting Inc. 0.02% Add +16.0% 1,854 $166K
Pinnacle Wealth Planning Services, Inc. 0.02% New 1,805 $161K
Concord Wealth Partners 0.02% Reduce -39.1% 1,802 $161K
Evolution Wealth Management Inc. 0.13% Add +31.1% 1,794 $160K
Bfsg, LLC 0.02% Reduce -92.5% 1,762 $158K
S.A. Mason LLC 0.06% Add +15.5% 1,725 $154K
North Ridge Wealth Advisors, Inc. 0.09% Reduce -11.6% 1,702 $152K
Bravera Wealth 0.08% — 1,678 $150K
United Financial Planning Group LLC 0.09% New 1,669 $149K
LFA - Lugano Financial Advisors SA 0.08% No change 1,628 $146K
Bradley & Co. Private Wealth Management, LLC 0.08% No change 1,617 $145K
Oakworth Capital, Inc. 0.01% No change 1,609 $144K
DecisionPoint Financial, LLC 0.03% Add +1140.6% 1,588 $142K
Tradewinds Capital Management, LLC 0.03% No change 1,571 $141K
MPWM Advisory Solutions, LLC 0.08% Add +1.4% 1,545 $138K
CGC Financial Services, LLC 0.04% Add +1.2% 1,516 $136K
Blue Bell Private Wealth Management, LLC 0.02% No change 1,514 $135K
Arlington Trust Co LLC 0.01% Add +51.7% 1,502 $134K
Hills Bank & Trust Co 0.01% No change 1,495 $134K
Bell Investment Advisors, Inc 0.02% No change 1,474 $132K
Prestige Wealth Management Group LLC 0.02% New 1,443 $129K
Robinswood Financial LLC 0.04% Add +1.9% 1,432 $128K
RMG Wealth Management LLC 0.02% New 612 $124K
Hilton Head Capital Partners, LLC 0.07% — 1,369 $122K
Newton One Investments LLC 0.04% Reduce -4.0% 1,333 $119K
Trust Co. of Toledo NA 0.01% No change 1,322 $118K
Salomon & Ludwin, LLC 0.01% Reduce -0.2% 1,321 $118K
Holos Integrated Wealth LLC 0.07% Add +19.6% 1,294 $117K
Provenance Wealth Advisors, LLC 0.01% Add +20.4% 1,289 $115K
Pandora Wealth, Inc. 0.07% No change 1,280 $115K
Harbor Asset Planning, Inc. 0.10% Add +1.9% 1,277 $114K
Investors Research Corp 0.02% No change 1,258 $113K
Indiana Trust & Investment Management Co 0.03% No change 1,193 $107K
Ameriflex Group, Inc. 0.05% Reduce -48.7% 1,180 $106K
Minot DeBlois Advisors LLC 0.09% Reduce -7.6% 1,100 $98K
Stone House Investment Management, LLC 0.02% Reduce -2.1% 1,097 $98K
Legacy Wealth Managment, LLC 0.05% Add +3.4% 1,093 $98K
Pillar Financial Advisors, LLC 0.06% No change 1,086 $97K
IFC & Insurance Marketing, Inc. 0.10% — 1,090 $97K
Turim 21 Investimentos Ltda. 0.04% No change 1,072 $96K
Caldwell Sutter Capital, Inc. 0.04% Add +0.8% 1,042 $93K
Wealth Preservation Advisors, LLC 0.05% No change 1,039 $93K
Cliffwater LLC 0.02% No change 1,036 $93K
SRH Advisors, LLC 0.03% No change 1,026 $92K
Morse Asset Management, Inc 0.02% New 1,000 $89K
Nova Wealth Management, Inc. 0.06% No change 980 $88K
Tucker Asset Management LLC 0.03% Add +3.5% 976 $87K
DHJJ Financial Advisors, Ltd. 0.03% Reduce -1.8% 968 $87K
Pioneer Family Office, LLC 0.05% — 906 $81K
American Wealth Advisors, LLC 0.08% Add +8.0% 900 $81K
Delta Asset Management LLC 0.01% No change 900 $81K
Roxbury Financial LLC 0.07% Add +0.7% 883 $79K
First PREMIER Bank 0.02% No change 864 $77K
Rice Partnership, LLC 0.01% Reduce -4.8% 857 $77K
Essential Partners LLC 0.02% No change 853 $76K
PFS Partners, LLC 0.03% Add +0.1% 841 $75K
Atwood & Palmer Inc. 0.00% Add +22.5% 812 $73K
Kingdom Financial Group LLC. 0.02% New 806 $72K
Evelyn Partners Asset Management Ltd 0.02% No change 801 $72K
MRP Capital Investments, LLC 0.06% No change 790 $71K
HHM Wealth Advisors, LLC 0.01% Reduce -10.3% 779 $70K
Front Row Advisors LLC 0.02% No change 775 $69K
Fiduciary Advisors, Inc. 0.05% No change 752 $67K
Twin Lakes Capital Management, LLC 0.03% No change 742 $66K
Union Savings Bank 0.03% — 719 $64K
Abound Financial, LLC 0.02% New 710 $64K
Global Trust Asset Management, LLC 0.02% Reduce -81.3% 704 $63K
Sittner & Nelson, LLC 0.02% No change 658 $63K
Addison Advisors LLC 0.01% Reduce -59.3% 683 $61K
MTM Investment Management, LLC 0.02% No change 680 $61K
First Community Trust NA 0.04% Add +16.4% 668 $60K
Tacita Capital Inc 0.03% No change 665 $59K
Missouri Trust & Investment Co 0.02% No change 660 $59K
Pin Oak Investment Advisors Inc. 0.04% No change 615 $59K
Redwood Park Advisors LLC 0.04% Reduce -39.0% 651 $58K
Birchwood Financial Partners, Inc. 0.06% — 645 $58K
Toth Financial Advisory Corp. 0.01% No change 615 $55K
Hanson & Doremus Investment Management 0.01% Add +20.2% 614 $55K
Aventura Private Wealth, LLC 0.02% No change 588 $53K
Conquis Financial LLC 0.04% No change 566 $51K
Kimelman & Baird, LLC 0.00% No change 542 $48K
Hoey Investments, Inc. 0.01% No change 528 $47K
Reyes Financial Architecture, Inc. 0.03% Add +104.3% 523 $47K
Breakwater Investment Management 0.02% No change 519 $46K
Marshall & Sterling Wealth Advisors Inc. 0.03% Reduce -66.5% 513 $46K
Darwin Wealth Management, LLC 0.01% Reduce -70.3% 509 $46K
Comprehensive Financial Planning, Inc. 0.03% Add +71.0% 506 $45K
Turning Point Benefit Group, Inc. 0.02% No change 505 $45K
Westend Capital Management, LLC 0.01% No change 489 $44K
First Pacific Financial 0.01% Reduce -33.9% 475 $42K
Cetera Trust Company, N.A 0.02% New 468 $42K
N.E.W. Advisory Services LLC 0.00% Add +10.8% 440 $39K
Quest 10 Wealth Builders, Inc. 0.03% Add +62.9% 435 $39K
Godsey & Gibb, Inc. 0.00% Add +224.2% 428 $38K
Integrity Financial Corp 0.02% Add +10.9% 426 $38K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 419 $37K
Crews Bank & Trust 0.01% Reduce -68.7% 411 $37K
LM Advisors LLC 0.14% Reduce -90.9% 3,135 $35K
Networth Advisors, LLC 0.02% — 375 $34K
Cornerstone Planning Group LLC 0.01% Reduce -15.6% 341 $32K
Battery Global Advisors, LLC 0.01% Reduce -46.6% 141 $32K
Blume Capital Management, Inc. 0.01% No change 350 $31K
Mb, Levis & Associates, LLC 0.01% Add +2.1% 346 $31K
Curat Global, LLC 0.03% No change 339 $30K
Key Capital Management, INC 0.03% — 338 $30K
Cape Investment Advisory, Inc. 0.01% Add +199.1% 335 $30K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 334 $30K
Anfield Capital Management, LLC 0.01% No change 331 $30K
Wilkerson Advisory Group LLC 0.01% — 326 $29K
Horizons Wealth Management 0.02% No change 321 $29K
Tower Research Capital LLC (TRC) 0.00% Reduce -19.9% 317 $28K
Beacon Capital Management, Inc. 0.00% Reduce -68.3% 307 $27K
Pacific Center for Financial Services 0.01% No change 314 $27K
Security National Bank 0.00% New 301 $27K
Lloyd Advisory Services, LLC. 0.01% New 289 $26K
Medallion Wealth Advisors, LLC 0.01% Reduce -14.8% 287 $26K
Ransom Advisory, Ltd 0.01% New 286 $26K
Hughes Financial Services, LLC 0.00% No change 283 $25K
Affinity Wealth LLC 0.02% New 281 $25K
Quaker Wealth Management, LLC 0.01% Add +49.5% 278 $25K
Strengthening Families & Communities, LLC 0.01% Add +2.0% 253 $23K
BankChampaign, National Association 0.02% — 927 $23K
Kozak & Associates, Inc. 0.00% Reduce -14.4% 244 $22K
Midwest Capital Advisors, LLC 0.01% No change 235 $21K
Strategic Investment Solutions, Inc. 0.01% Add +1.7% 235 $21K
Ares Financial Consulting, LLC 0.02% — 227 $20K
Chilton Capital Management LLC 0.00% Reduce -62.2% 227 $20K
Ameritas Investment Partners, Inc. 0.00% Reduce -8.1% 227 $20K
Atlantic Private Wealth, LLC 0.01% No change 226 $20K
Bullock Wealth Management Group 0.01% — 208 $19K
Valley National Advisers Inc. 0.00% No change 207 $18K
Arcadia Investment Advisors LLC 0.01% No change 197 $18K
Garton & Associates Financial Advisors LLC 0.01% — 196 $18K
Perkins Coie Trust Co 0.00% No change 190 $17K
Bank & Trust Co 0.01% No change 188 $17K
Duncker Streett & Co. Inc. 0.00% No change 188 $17K
True Wealth Design, LLC 0.00% Add +1977.8% 187 $17K
Tower View Wealth Management LLC 0.01% Add +1.7% 183 $16K
Benson Wealth Management INC 0.02% — 183 $16K
CNB Bank 0.01% No change 173 $15K
LRI Investments, LLC 0.00% No change 170 $15K
Eq Wealth Advisors, LLC 0.01% New 157 $14K
Manning & Napier Advisors LLC 0.00% No change 155 $14K
Davis Capital Management 0.01% No change 154 $14K
Graney & King, LLC 0.01% Add +2.0% 154 $14K
NorthAvenue LLC 0.01% — 153 $14K
Thompson Investment Management, Inc. 0.00% No change 152 $14K
Paladin Partners, LLC 0.01% — 150 $13K
Arcadia Investment Management Corp. 0.00% New 150 $13K
Morgan Dempsey Capital Management LLC 0.01% No change 145 $13K
Mowery & Schoenfeld Wealth Management, LLC 0.02% New 136 $12K
Orion Capital Management LLC 0.00% No change 131 $12K
Sellwood Investment Partners LLC 0.00% No change 129 $12K
Seneschal Advisors, LLC 0.01% No change 126 $11K
Wealth Watch Advisors, INC 0.00% Reduce -81.9% 123 $11K
Palouse Capital Management, Inc. 0.01% New 122 $11K
Red Reef Advisors LLC 0.01% — 111 $10K
Miller Global Investments, LLC 0.01% — 111 $10K
Hilltop National Bank 0.00% No change 108 $10K
Murphy & Mullick Capital Management Corp 0.01% No change 100 $9K
Mark Sheptoff Financial Planning, LLC 0.00% No change 100 $9K
Truvestments Capital LLC 0.00% New 100 $9K
Prudent Man Investment Management, Inc. 0.00% No change 99 $9K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 88 $8K
Jackson, Grant Investment Advisers, Inc. 0.00% Reduce -6.4% 88 $8K
Alerus Financial NA 0.00% Reduce -89.3% 85 $8K
Cypress Capital Management LLC (WY) 0.01% No change 84 $8K
Adkins Seale Capital Management LLC 0.01% — 74 $7K
ROSS\JOHNSON & Associates LLC 0.12% Add +1.4% 73 $7K
Elevated Capital Advisors, LLC 0.00% New 72 $6K
IMA Advisory Services, Inc. 0.00% No change 71 $6K
Cheviot Value Management, LLC 0.00% No change 66 $6K
Punch & Associates Investment Management, Inc. 0.00% No change 68 $6K
Estate Planners Group, LLC 0.00% — 68 $6K
Lummis Asset Management, LP 0.00% New 66 $6K
Kilter Group LLC 0.00% No change 60 $5K
Team Financial Group, LLC 0.00% New 57 $5K
GPS Wealth Strategies Group, LLC 0.00% Reduce -96.9% 54 $5K
Exchange Traded Concepts, LLC 0.00% Reduce -48.0% 53 $5K
Fairscale Capital, LLC 0.00% New 48 $4K
1 North Wealth Services LLC 0.00% New 40 $4K
Sawyer & Company, Inc 0.00% No change 40 $4K
Cary Street Partners Investment Advisory LLC 0.00% Reduce -49.4% 40 $4K
Sofi Wealth, LLC 0.00% New 40 $4K
Valued Wealth Advisors LLC 0.00% No change 39 $3K
Mountain Hill Investment Partners Corp. 0.00% Add +2.7% 38 $3K
Go Invest LLC 0.00% — 36 $3K
Spurstone Advisory Services, LLC 0.05% No change 34 $3K
Ankerstar Wealth, LLC 0.00% — 30 $3K
Blueline Advisors LLC 0.00% — 29 $3K
Navigoe, LLC 0.00% No change 26 $2K
Resources Management Corp. /CT/ 0.00% No change 23 $2K
Advocate Investing Services LLC 0.00% — 20 $2K
Pittenger & Anderson Inc. 0.00% No change 19 $2K
Parvin Asset Management, LLC 0.00% New 16 $1K
Raelipskie Partnership 0.00% No change 15 $1K
Atomic Invest LLC 0.00% — 4 $397
Safe Harbor Fiduciary, LLC 0.00% — 4 $358
Lodestone Wealth Management LLC 0.00% New 2 $199

"% 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.