iShares Core MSCI Eafe ETFIEFAETF
13F holders, Q1 2026 (March 31)2,420holders +69
159new positions
86sold out
4famous investors
$90.21avg. 13F price*
At the end of Q1 2026, 2,420 institutions reported holding iShares Core MSCI Eafe ETF (IEFA) in their 13F filings, up 69 from Q4 2025. 159 opened new positions and 86 sold out. The largest holders were Bank of America Corp. ($18.4B), Morgan Stanley ($9.5B) and Jones Financial Companies LLLP ($9.5B). 4 famous investors held it, including Joel Greenblatt (0.4% 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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 159 | $436.9M |
| Exits | 86 | $230.7M |
All 13F filers, Q4 2025 → Q1 2026: 160,947,209 shares bought and 98,338,172 shares sold, net +62,609,037 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,420 holders
| Bank of America Corp. | 1.34% | Reduce -10.8% | 203,094,934 | $18.4B |
| Morgan Stanley | 0.57% | Add +0.3% | 105,157,541 | $9.5B |
| Jones Financial Companies LLLP | 4.56% | Add +7.8% | 108,462,596 | $9.5B |
| Wells Fargo & Company | 1.55% | Add +7.7% | 85,182,345 | $7.7B |
| UBS Group AG | 1.11% | Add +222.6% | 69,333,011 | $6.3B |
| Envestnet Asset Management Inc. | 1.23% | Add +45.8% | 50,861,594 | $4.6B |
| LPL Financial LLC | 1.11% | Add +12.8% | 46,029,515 | $4.2B |
| Raymond James Financial Inc. | 1.25% | Add +3.5% | 44,654,401 | $4.0B |
| Bank of New York Mellon Corp | 0.63% | Add +8.4% | 38,117,521 | $3.5B |
| Northwestern Mutual Wealth Management Co. | 2.03% | Add +3.8% | 36,342,282 | $3.3B |
| US Bancorp \de | 3.92% | Add +1.6% | 35,665,870 | $3.2B |
| BlackRock, Inc. | 0.05% | Add +8.3% | 34,138,004 | $3.1B |
| FMR LLC | 0.14% | Add +8.4% | 28,383,955 | $2.6B |
| TIAA Wealth Investment Management LLC | 16.96% | — | 25,333,750 | $2.2B |
| Goldman Sachs Group Inc. | 0.25% | Reduce -10.3% | 21,168,840 | $1.9B |
| Tiaa-Cref Individual & Institutional Services, LLC | 6.73% | — | 19,326,473 | $1.7B |
| Truist Financial Corp. | 2.34% | Add +8.9% | 19,125,357 | $1.7B |
| JPMorgan Chase & Co. | 0.11% | Add +4.3% | 18,959,497 | $1.7B |
| PNC Financial Services Group, Inc. | 0.88% | Add +0.4% | 16,811,167 | $1.5B |
| Bank of Montreal | 0.62% | Add +32.2% | 16,514,199 | $1.5B |
| Ameriprise Financial Inc. | 0.32% | Add +14.6% | 15,413,138 | $1.4B |
| M&T Bank Corp | 4.08% | Add +0.6% | 13,770,874 | $1.2B |
| Stifel Financial Corp. | 0.96% | Add +3.3% | 11,481,025 | $1.0B |
| Cetera Investment Advisers | 1.11% | Add +6.7% | 11,479,180 | $1.0B |
| Cerity Partners LLC | 1.46% | Add +1.3% | 11,358,893 | $1.0B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.19% | Add +254.2% | 10,245,000 | $927.5M |
| Keybank National Association | 3.37% | Add +8.8% | 10,187,432 | $922.3M |
| Mariner, LLC | 1.03% | Add +0.2% | 9,746,939 | $881.9M |
| Betterment LLC | 1.59% | Reduce -3.6% | 9,262,506 | $838.5M |
| Royal Bank of Canada | 0.15% | Add +0.3% | 8,847,558 | $801.0M |
| Assetmark, Inc. | 1.62% | Add +4.9% | 8,778,321 | $794.7M |
| Ballentine Partners, LLC | 8.40% | Add +4.2% | 6,663,055 | $603.2M |
| Alliancebernstein L.P. | 0.19% | Add +2.3% | 6,596,843 | $590.2M |
| Baird Financial Group, Inc. | 0.87% | Add +5.2% | 6,173,951 | $558.9M |
| Dynasty Wealth Management, LLC | 4.69% | Add +14.6% | 5,936,800 | $537.5M |
| HighTower Advisors, LLC | 0.55% | Add +4.2% | 5,692,802 | $515.4M |
| Cresset Asset Management, LLC | 2.19% | Add +3.0% | 5,580,305 | $505.2M |
| Fifth Third Bancorp | 0.89% | Add +51.2% | 5,380,318 | $487.1M |
| Prudential Financial Inc. | 0.59% | Add +120.6% | 5,317,741 | $481.4M |
| United Capital Financial Advisors, LLC | 2.82% | Add +1.9% | 5,062,078 | $456.8M |
| Franklin Resources Inc. | 0.11% | Add +17.0% | 5,045,664 | $456.8M |
| Flputnam Investment Management Co. | 6.77% | Reduce -4.4% | 5,018,186 | $454.3M |
| Pure Financial Advisors, LLC | 6.14% | Add +1.8% | 4,678,255 | $423.5M |
| Mercer Global Advisors Inc. | 0.62% | Add +16.5% | 4,638,138 | $419.9M |
| Mill Creek Capital Advisors, LLC | 8.62% | Add +5.3% | 4,635,334 | $419.6M |
| Fiduciary Trust Co | 4.90% | Add +0.9% | 4,574,736 | $414.2M |
| Brown Brothers Harriman & Co. | 2.07% | Add +44.2% | 4,269,609 | $386.5M |
| Vantagepoint Investment Advisers LLC | 3.25% | Reduce -5.1% | 4,232,459 | $383.2M |
| MML Investors Services, LLC | 1.01% | Reduce -2.1% | 4,020,374 | $364.0M |
| Hirtle & Co., LLC | 13.91% | Add +4.1% | 3,942,504 | $356.9M |
| Members Trust Co | 11.71% | Add +27.8% | 3,893,439 | $352.5M |
| Signaturefd, LLC | 5.05% | Add +3.0% | 3,637,297 | $329.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 8.97% | Add +0.1% | 3,578,092 | $323.9M |
| Bell Bank | 13.63% | Add +2.7% | 3,550,678 | $321.4M |
| Allspring Global Investments Holdings, LLC | 0.54% | Reduce -22.6% | 3,492,404 | $321.0M |
| Sei Investments Co. | 0.30% | Reduce -3.0% | 3,541,623 | $320.6M |
| Modera Wealth Management, LLC | 3.83% | Add +0.7% | 3,526,617 | $319.3M |
| TD Private Client Wealth LLC | 6.37% | Add +8.3% | 3,394,321 | $307.3M |
| Corient Private Wealth LP | 0.43% | Add +0.3% | 3,345,713 | $302.0M |
| &partners | 1.48% | Add +5.4% | 3,304,688 | $299.4M |
| RiverFront Investment Group, LLC | 4.59% | Add +3.8% | 3,274,660 | $296.5M |
| Jane Street Group, LLC | 0.31% | Add +54384.1% | 3,137,193 | $284.0M |
| Stairway Partners, LLC | 14.48% | Reduce -0.3% | 3,088,039 | $279.6M |
| Heritage Wealth Advisors | 10.92% | Add +8.0% | 3,086,375 | $279.4M |
| Haverford Trust Co | 2.46% | Add +3.9% | 2,963,954 | $268.3M |
| Steward Partners Investment Advisory, LLC | 1.34% | Add +2.1% | 2,895,269 | $262.1M |
| Focus Partners Wealth | 0.29% | Reduce -1.9% | 2,890,196 | $261.7M |
| Envestnet Portfolio Solutions, Inc. | 1.44% | Reduce -67.6% | 2,883,498 | $261.0M |
| Rockefeller Capital Management L.P. | 0.46% | Add +9.8% | 2,876,994 | $260.5M |
| Nomura Asset Management International Inc. | 0.44% | Reduce -27.9% | 2,852,637 | $258.3M |
| Commonwealth Equity Services, LLC | 0.36% | Reduce -10.3% | 2,849,680 | $258.0M |
| Creative Planning | 0.17% | Add +2.6% | 2,753,122 | $249.2M |
| Moneta Group Investment Advisors LLC | 1.83% | Add +6.3% | 2,684,302 | $243.0M |
| First Command Advisory Services, Inc. | 1.59% | Reduce -0.3% | 2,607,149 | $236.0M |
| Hantz Financial Services, Inc. | 3.56% | Add +9.2% | 2,581,035 | $233.7M |
| Quotient Wealth Partners, LLC | 6.13% | Add +8.8% | 2,574,775 | $233.1M |
| Connecticut Wealth Management, LLC | 9.75% | Add +10.1% | 2,571,288 | $232.8M |
| Natixis Advisors, LLC | 0.32% | Add +38.5% | 2,509,338 | $227.2M |
| Dixon Mitchell Investment Counsel Inc. | 7.79% | Reduce -10.8% | 2,476,353 | $224.2M |
| Investure, LLC | 10.94% | Add +19.1% | 2,464,211 | $223.1M |
| Nationwide Fund Advisors | 9.56% | Reduce -8.3% | 2,412,970 | $218.4M |
| MAI Capital Management | 1.24% | Add +3.7% | 2,407,502 | $218.0M |
| Janney Montgomery Scott LLC | 0.53% | Add +55.7% | 2,365,635 | $214.2M |
| OpenArc Corporate Advisory, LLC | 3.04% | Add +9.9% | 2,342,950 | $212.1M |
| Citizens Financial Group Inc. | 2.88% | Add +2.7% | 2,288,069 | $207.1M |
| Matson Money. Inc. | 6.25% | Add +0.2% | 2,252,227 | $203.9M |
| Osaic Holdings, Inc. | 0.29% | Add +8.3% | 2,206,556 | $199.8M |
| Choreo, LLC | 2.45% | Add +8.0% | 2,200,695 | $199.2M |
| CKW Financial Group | 21.72% | Add +0.4% | 2,167,028 | $199.2M |
| Northern Trust Corp. | 0.03% | Reduce -14.3% | 2,181,407 | $197.5M |
| Balentine LLC | 7.86% | Reduce -2.2% | 2,154,493 | $195.0M |
| Greenleaf Trust | 1.90% | Reduce -5.4% | 2,137,042 | $193.5M |
| Neuberger Berman Group LLC | 0.15% | Add +29.9% | 2,133,256 | $193.1M |
| Retirement Investment Advisors, Inc. | 15.02% | Add +0.1% | 2,085,563 | $186.6M |
| Passaic Partners LLC | 22.33% | Reduce -9.7% | 2,036,600 | $184.4M |
| Nuveen, LLC | 0.05% | Add +16.3% | 2,034,011 | $184.1M |
| First Citizens Bank & Trust Co. | 3.85% | Add +6.6% | 2,018,049 | $182.7M |
| Wealth Enhancement Advisory Services, LLC | 0.40% | Reduce -21.7% | 1,973,972 | $180.0M |
| Johnson Financial Group, Inc. | 6.34% | Add +6.8% | 1,934,375 | $175.1M |
| Bartlett & Co. Wealth Management LLC | 2.19% | Add +15.8% | 1,817,309 | $171.1M |
| Halbert Hargrove Global Advisors, LLC | 8.18% | Add +0.4% | 1,860,132 | $168.4M |
| Midland Wealth Advisors, LLC | 8.62% | Reduce -11.8% | 1,847,267 | $167.2M |
| 49 Wealth Management, LLC | 12.13% | Add +9.7% | 1,790,366 | $162.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.7% | 1,772,968 | $160.5M |
| National Philanthropic Trust | 1.70% | Add +2.2% | 1,765,613 | $159.8M |
| Parcion Private Wealth LLC | 9.90% | Add +73.6% | 1,763,387 | $159.6M |
| Avidian Wealth Enterprises, LLC | 4.96% | Reduce -4.1% | 1,726,878 | $156.3M |
| SCS Capital Management LLC | 1.59% | Reduce -2.2% | 1,661,066 | $150.4M |
| NEOS Investment Management LLC | 0.75% | Add +225.0% | 1,636,608 | $148.2M |
| Meeder Advisory Services, Inc. | 6.02% | Add +9.4% | 1,590,254 | $144.0M |
| Cambridge Investment Research Advisors, Inc. | 0.36% | Add +28.4% | 1,559,760 | $141.2M |
| First Business Financial Services, Inc. | 12.52% | Add +2.8% | 1,556,046 | $140.9M |
| Tiaa Trust, National Association | 8.50% | Reduce -96.7% | 1,544,708 | $139.8M |
| Mission Wealth Management, LP | 2.92% | Reduce -53.0% | 1,539,531 | $139.4M |
| Aaron Wealth Advisors LLC | 8.04% | Add +18.4% | 1,536,718 | $139.1M |
| Alesco Advisors, LLC, An ESL Co | 3.43% | Reduce -2.4% | 1,484,614 | $134.4M |
| UNC Management Company, Inc. | 8.13% | New | 1,470,995 | $133.2M |
| Facet Wealth, Inc. | 2.29% | Add +14.4% | 1,461,361 | $132.3M |
| Wealthquest Corp | 9.21% | Add +2.0% | 1,434,765 | $129.9M |
| Sanctuary Advisors, LLC | 0.68% | Add +1.0% | 1,385,391 | $125.4M |
| First Financial Bank - Trust Division | 9.99% | Add +3.6% | 1,370,752 | $124.1M |
| UMB Bank, n.a. | 1.72% | Add +5.6% | 1,359,924 | $123.1M |
| NewEdge Advisors, LLC | 0.44% | Add +6.4% | 1,358,502 | $123.0M |
| Captrust Financial Advisors | 0.21% | Reduce -1.6% | 1,355,041 | $122.7M |
| Ritholtz Wealth Management | 2.11% | Add +4.8% | 1,342,496 | $121.5M |
| FORM Wealth Advisors, LLC | 14.19% | Reduce -4.4% | 1,337,502 | $121.1M |
| Lido Advisors, LLC | 0.48% | Reduce -30.8% | 1,333,556 | $120.7M |
| Capital Analysts, LLC | 3.15% | Add +4.4% | 1,322,097 | $119.7M |
| Gotham Asset Management | 0.36% | Add +32.4% | 1,315,024 | $119.0M |
| Equitable Holdings, Inc. | 0.76% | Add +4.5% | 1,513,975 | $118.4M |
| Sagespring Wealth Partners, LLC | 2.16% | Reduce -6.2% | 1,308,185 | $118.4M |
| AE Wealth Management LLC | 0.64% | Add +30.1% | 1,306,747 | $118.3M |
| SigFig Wealth Management, LLC | 3.37% | Add +4.6% | 1,271,070 | $115.1M |
| Alaska Permanent Capital Management, LLC | 7.79% | Reduce -16.0% | 1,232,051 | $111.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.32% | Reduce -1.6% | 1,224,205 | $110.8M |
| Venturi Wealth Management, LLC | 4.99% | Add +124.3% | 1,223,339 | $110.7M |
| Wedmont Private Capital | 3.56% | Add +4.5% | 1,158,252 | $110.5M |
| Fifth Third Wealth Advisors LLC | 3.71% | Add +4.0% | 1,210,694 | $109.6M |
| Axiom Investors LLC | 1.22% | Add +33.1% | 1,207,900 | $109.4M |
| Curi Capital, LLC | 1.93% | Add +66.4% | 1,195,796 | $108.3M |
| RKL Wealth Management LLC | 9.70% | Reduce -5.5% | 1,190,974 | $107.8M |
| 1832 Asset Management L.P. | 0.14% | Add +19.3% | 1,177,255 | $106.6M |
| Global Strategic Investment Solutions, LLC | 10.14% | Add +0.2% | 1,139,343 | $103.1M |
| Truepoint, Inc. | 2.29% | Reduce -4.7% | 1,136,123 | $102.9M |
| Bangor Savings Bank | 8.12% | Add +4.2% | 1,121,853 | $101.6M |
| HSBC Holdings PLC | 0.06% | Add +2.0% | 1,118,468 | $101.3M |
| First Foundation Advisors | 4.01% | Add +5.0% | 1,099,376 | $99.5M |
| Arkos Global Advisors | 12.43% | Add +5.1% | 1,094,096 | $99.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.44% | Reduce -2.5% | 1,088,243 | $98.5M |
| Makena Capital Management LLC | 11.27% | Add +15.4% | 1,077,876 | $97.6M |
| Composition Wealth, LLC | 1.33% | Add +69.0% | 1,072,589 | $97.1M |
| Twin Focus Capital Partners, LLC | 10.79% | Add +2.4% | 1,036,898 | $93.9M |
| Brookstone Capital Management | 1.07% | Add +13.3% | 1,035,256 | $93.7M |
| Clearstead Advisors, LLC | 0.85% | Add +11.6% | 1,031,127 | $93.3M |
| New York Life Investment Management LLC | 0.79% | Add +10.4% | 1,030,827 | $93.3M |
| First National Trust Co | 3.18% | Reduce -4.1% | 1,029,785 | $93.2M |
| Diversified Trust Co. | 1.71% | Add +0.2% | 1,015,521 | $91.9M |
| Callan Family Office, LLC | 2.07% | Add +8.4% | 1,007,041 | $91.2M |
| Legacy Edge Advisors, LLC | 9.58% | Add +4.1% | 1,006,724 | $91.1M |
| Wellspring Financial Advisors, LLC | 6.81% | Reduce -5.3% | 1,620,720 | $90.8M |
| Rehmann Capital Advisory Group | 4.72% | Reduce -0.8% | 1,000,681 | $90.6M |
| Aspiriant, LLC | 2.54% | Add +7.8% | 986,758 | $89.3M |
| CX Institutional | 2.72% | Reduce -3.6% | 985,753 | $89.2M |
| Wellington Management Group LLP | 0.02% | Reduce -48.5% | 965,630 | $87.4M |
| Graves Light Lenhart Wealth, Inc. | 9.03% | Add +2.9% | 958,261 | $86.8M |
| Klingman & Associates, LLC | 4.20% | Add +5.3% | 957,356 | $86.7M |
| AMG National Trust Bank | 1.88% | Add +10.1% | 956,091 | $86.6M |
| Regions Financial Corp. | 0.56% | Reduce -9.4% | 952,567 | $86.2M |
| Financiere des Professionnels - Fonds d'investissement inc. | 5.04% | Reduce -3.6% | 948,853 | $85.9M |
| Fragasso Financial Advisors Inc | 5.13% | Add +0.4% | 924,833 | $85.0M |
| First Hawaiian Bank | 11.73% | Reduce -0.7% | 926,698 | $83.9M |
| Blair William & Co. | 0.24% | Add +5.7% | 922,976 | $83.6M |
| Partners Capital Investment Group, LLP | 3.14% | Add +20.9% | 919,863 | $83.3M |
| DAVENPORT & Co LLC | 0.46% | Add +16.8% | 915,375 | $82.9M |
| Disciplina Capital Management LLC | 8.51% | Add +17.6% | 887,509 | $80.3M |
| CI Investments Inc. | 0.39% | Add +189.7% | 883,440 | $80.0M |
| Cambridge Associates LLC /Ma/ | 1.27% | Add +13.5% | 882,539 | $79.9M |
| Beacon Pointe Advisors, LLC | 0.42% | Add +42.9% | 877,555 | $79.4M |
| Kestra Advisory Services, LLC | 0.30% | Add +9.9% | 876,033 | $79.3M |
| True Link Financial Advisors, LLC | 4.86% | Add +0.7% | 868,981 | $78.7M |
| Victory Capital Management Inc. | 0.05% | Add +516.8% | 863,242 | $78.1M |
| Ironwood Wealth Management, LLC. | 22.35% | Add +0.5% | 860,968 | $77.9M |
| Brown Advisory Inc. | 0.13% | Add +19.1% | 857,798 | $77.7M |
| Quadrant Capital Group LLC | 2.32% | Add +2.8% | 857,145 | $77.6M |
| Nottingham Advisors, Inc. | 9.95% | Reduce -0.4% | 853,952 | $77.3M |
| Strategic Investment Advisors / MI | 5.07% | Add +12.2% | 810,685 | $73.4M |
| Bailard, Inc. | 1.69% | Add +2.1% | 810,969 | $73.4M |
| Catalyst Financial Partners LLC | 8.62% | Add +9.4% | 806,398 | $73.0M |
| Robertson Stephens Wealth Management, LLC | 2.03% | Add +46.6% | 801,484 | $72.6M |
| Valeo Financial Advisors, LLC | 1.73% | Add +3.5% | 1,133,104 | $72.5M |
| Wealthspire Advisors, LLC | 0.56% | Reduce -2.7% | 788,483 | $71.4M |
| Opus Capital Group, LLC | 7.60% | Reduce -2.5% | 780,448 | $70.7M |
| Constellation Investments, Inc. | 2.34% | No change | 779,498 | $70.6M |
| Independent Advisor Alliance | 0.74% | Add +2293.4% | 759,821 | $68.8M |
| Intrust Bank NA | 5.57% | Add +1.2% | 755,267 | $68.4M |
| Texas Capital Bank Wealth Management Services Inc | 4.02% | Add +3.4% | 748,376 | $67.8M |
| Midwest Trust Co | 0.84% | Add +7.7% | 747,893 | $67.7M |
| Roth Financial Partners LLC | 22.89% | Reduce -0.3% | 740,675 | $67.1M |
| Acadian Asset Management LLC | 0.10% | Add +7.2% | 740,327 | $67.0M |
| Cwm, LLC | 0.18% | Reduce -22.5% | 736,098 | $66.6M |
| OneDigital Investment Advisors LLC | 0.65% | Reduce -8.1% | 731,705 | $66.2M |
| Private Wealth Asset Management, LLC | 6.94% | Add +4.2% | 716,683 | $64.9M |
| Cabot-Wellington, LLC | 19.04% | Reduce -3.5% | 711,044 | $64.4M |
| Mason Street Advisors, LLC | 6.29% | Add +12373.6% | 710,997 | $64.4M |
| Concurrent Investment Advisors, LLC | 0.70% | Add +40.7% | 708,145 | $64.1M |
| Orgel Wealth Management, LLC | 1.37% | Reduce -2.9% | 702,396 | $63.6M |
| Integrated Wealth Concepts LLC | 0.51% | Add +9.4% | 701,674 | $63.5M |
| Rockbridge Investment Management, LCC | 5.70% | Add +4.5% | 700,828 | $63.4M |
| RMR Wealth Builders | 4.95% | Add +6.7% | 694,475 | $62.9M |
| Bleakley Financial Group, LLC | 0.97% | Add +23.3% | 683,716 | $61.9M |
| Southern Farm Bureau Life Insurance | 6.53% | No change | 685,189 | $61.8M |
| Orion Porfolio Solutions, LLC | 0.52% | Reduce -0.3% | 669,791 | $60.6M |
| Parallel Advisors, LLC | 1.09% | Add +1.9% | 665,598 | $60.3M |
| Turtle Creek Wealth Advisors, LLC | 4.49% | Add +18.3% | 656,151 | $59.4M |
| Jordan Park Group LLC | 3.16% | Add +3.7% | 654,923 | $59.3M |
| Colony Family Offices, LLC | 14.56% | Add +0.2% | 652,280 | $59.1M |
| Waddell & Associates, LLC | 3.31% | Add +4.0% | 647,416 | $58.6M |
| Condor Capital Management | 4.88% | Add +22.4% | 645,510 | $58.4M |
| Farther Finance Advisors, LLC | 0.55% | Reduce -9.8% | 634,319 | $58.3M |
| Great Lakes Advisors, LLC | 0.48% | Add +67.9% | 638,649 | $57.8M |
| Principal Securities, Inc. | 0.85% | Add +23.0% | 638,337 | $57.8M |
| Prime Capital Investment Advisors, LLC | 0.67% | Reduce -8.4% | 637,728 | $57.7M |
| Northwest Quadrant Wealth Management, LLC | 11.90% | Add +1.1% | 632,469 | $57.3M |
| AlphaCore Capital LLC | 1.32% | Add +33.9% | 616,639 | $55.8M |
| Crewe Advisors LLC | 4.74% | Add +11.4% | 613,832 | $55.6M |
| Brickley Wealth Management | 9.53% | Add +0.9% | 613,612 | $55.6M |
| Leverty Financial Group, LLC | 12.29% | Add +1.9% | 613,539 | $55.5M |
| New England Asset Management Inc. | 7.21% | Add +4.8% | 605,220 | $54.8M |
| Manufacturers Life Insurance Company, The | 0.05% | Add +3.5% | 598,914 | $54.2M |
| Crestwood Advisors Group, LLC | 0.91% | Add +38.1% | 597,538 | $54.1M |
| Parkside Investments, LLC | 6.56% | Reduce -10.9% | 596,057 | $54.0M |
| LBMC Investment Advisors, LLC | 3.29% | Reduce -0.4% | 595,160 | $53.9M |
| Ledyard National Bank | 4.64% | Add +0.2% | 591,794 | $53.6M |
| Whittier Trust Co. of Nevada Inc. | 1.09% | Add +10.0% | 579,092 | $53.2M |
| Shepherd Financial Partners LLC | 5.04% | Add +30.4% | 586,787 | $53.1M |
| Fusion Family Wealth, LLC | 3.95% | Reduce -0.2% | 584,673 | $52.9M |
| Summit Financial, LLC | 0.65% | Add +16.0% | 566,224 | $51.3M |
| Bank of Hawaii | 2.68% | Add +1.1% | 566,128 | $51.3M |
| Hancock Whitney Corp. | 0.89% | Add +4.6% | 535,206 | $51.0M |
| Lockheed Martin Investment Management Co. | 1.86% | Reduce -21.7% | 560,000 | $50.7M |
| Thrivent Financial for Lutherans | 0.10% | Add +3.1% | 559,047 | $50.6M |
| Atria Investments, Inc | 0.56% | Reduce -3.7% | 556,362 | $50.4M |
| Pathstone Holdings, LLC | 0.20% | Add +11.8% | 546,728 | $49.5M |
| BOK Financial Private Wealth, Inc. | 2.99% | Reduce -0.2% | 546,166 | $49.4M |
| Merit Financial Group, LLC | 0.36% | Reduce -7.9% | 541,491 | $49.0M |
| Whittier Trust Co. | 0.55% | Add +15.8% | 532,405 | $48.9M |
| Valley Forge Investment Consultants Inc. Adv | 14.49% | Reduce -3.0% | 533,940 | $48.3M |
| Commerce Bank | 0.23% | Add +20.4% | 531,120 | $48.1M |
| Alaska Wealth Advisors, LLC | 5.74% | Reduce -7.8% | 527,727 | $47.8M |
| Apella Capital, LLC | 0.71% | Add +8.8% | 487,168 | $47.5M |
| Revolve Wealth Partners, LLC | 6.15% | Reduce -10.4% | 522,492 | $47.3M |
| Conrad Siegel Investment Advisors, Inc. | 8.50% | Add +1.3% | 519,903 | $47.1M |
| Smartleaf Asset Management LLC | 1.68% | Add +41.3% | 530,623 | $46.5M |
| Stash Investments, LLC | 17.99% | Add +2.2% | 512,609 | $46.4M |
| Isthmus Partners, LLC | 4.85% | New | 510,828 | $46.2M |
| Coldstream Capital Management Inc. | 0.57% | Add +6.0% | 510,115 | $46.2M |
| Wescott Financial Advisory Group, LLC | 4.05% | Reduce -3.2% | 509,667 | $46.1M |
| SVB Wealth LLC | 3.03% | Reduce -4.8% | 508,385 | $46.0M |
| Pacific Capital Wealth Advisors, Inc. | 7.59% | Add +2.7% | 499,414 | $45.2M |
| Earned Wealth Advisors, LLC | 3.00% | Add +3.5% | 496,120 | $44.9M |
| Cutler Investment Counsel LLC | 4.58% | Reduce -1.5% | 490,822 | $44.4M |
| Bishop & Co Investment Management, LLC | 15.17% | Add +76.1% | 488,522 | $44.2M |
| Vicus Capital | 3.25% | Add +3.8% | 487,806 | $44.2M |
| Global Wealth Strategies & Associates | 10.83% | Reduce -0.5% | 486,786 | $44.1M |
| BLB&B Advisors, LLC | 1.81% | Reduce -2.0% | 483,128 | $43.7M |
| Galvin, Gaustad & Stein, LLC | 3.53% | Add +6.6% | 481,065 | $43.6M |
| CBM Financial, LLC | 27.15% | Add +8.2% | 448,317 | $43.5M |
| 71 West Capital Partners | 1.87% | Add +26.9% | 469,898 | $42.5M |
| Private Advisor Group, LLC | 0.20% | Reduce -1.0% | 463,454 | $42.0M |
| Probity Advisors, Inc. | 6.61% | Add +1.6% | 460,681 | $41.7M |
| Kintra Wealth, LLC | 2.95% | New | 460,349 | $41.7M |
| Octavia Wealth Advisors, LLC | 3.98% | Add +145.0% | 459,840 | $41.6M |
| AQR Capital Management | 0.02% | Add +26.0% | 450,645 | $40.8M |
| Acropolis Investment Management, LLC | 1.80% | Reduce -3.0% | 449,577 | $40.7M |
| Buffalo Business & Estate Services Ltd. | 5.89% | Add +19.8% | 448,331 | $40.6M |
| Kestra Private Wealth Services, LLC | 0.50% | Add +12.1% | 444,614 | $40.3M |
| Park Avenue Securities LLC | 0.31% | Add +24.9% | 439,963 | $39.8M |
| Mesirow Financial Investment Management, Inc. | 0.64% | Add +47.5% | 439,624 | $39.8M |
| Center for Financial Planning, Inc. | 4.12% | Reduce -60.4% | 435,634 | $39.4M |
| Archford Capital Strategies, LLC | 4.48% | Add +2.9% | 431,983 | $39.1M |
| Fort Point Capital Partners LLC | 5.04% | Reduce -2.1% | 424,843 | $38.5M |
| Citigroup Inc. | 0.02% | Reduce -20.8% | 423,426 | $38.3M |
| Heck Capital Advisors, LLC | 2.79% | Reduce -8.8% | 415,923 | $37.7M |
| Smith & Howard Wealth Management, LLC | 8.11% | Add +1.6% | 414,167 | $37.5M |
| National Bank of Canada | 0.04% | Reduce -17.8% | 407,939 | $36.9M |
| Resonant Capital Advisors, LLC | 1.93% | Reduce -10.3% | 406,336 | $36.8M |
| Sterling Investment Advisors LLC | 17.54% | Reduce -2.6% | 403,818 | $36.6M |
| Hillman Co. | 14.03% | Add +69.9% | 398,427 | $36.1M |
| Cranbrook Wealth Management, LLC | 7.28% | Reduce -2.1% | 395,336 | $35.8M |
| Stratos Wealth Partners, LTD. | 0.41% | Add +9.6% | 395,025 | $35.8M |
| Empire Life Investments Inc. | 2.15% | Reduce -10.7% | 385,291 | $35.4M |
| American Century Companies Inc. | 0.02% | Add +14.4% | 388,100 | $35.1M |
| Ritter Daniher Financial Advisory LLC / DE | 5.92% | Add +1.2% | 385,179 | $34.9M |
| Vestmark Advisory Solutions, Inc. | 0.38% | Reduce -9.6% | 382,253 | $34.6M |
| Bull Oak Capital, LLC | 13.29% | Add +5.7% | 381,907 | $34.6M |
| Geneos Wealth Management Inc. | 0.80% | Add +54.2% | 381,592 | $34.5M |
| Affiance Financial, LLC | 5.59% | Add +21.9% | 380,964 | $34.5M |
| Scotia Capital Inc. | 0.14% | Add +3.3% | 380,254 | $34.4M |
| Bare Financial Services, Inc | 9.10% | Add +3.1% | 380,203 | $34.4M |
| CFO4Life Group, LLC | 5.23% | Reduce -1.6% | 379,195 | $34.3M |
| MassMutual Private Wealth & Trust, FSB | 0.93% | Add +2.5% | 378,740 | $34.3M |
| Pinnacle Financial Partners, Inc. | 0.26% | Add +16.8% | 377,333 | $34.2M |
| McKinley Carter Wealth Services, Inc. | 1.97% | Reduce -41.8% | 376,669 | $34.1M |
| MCF Advisors LLC | 1.49% | Reduce -3.5% | 376,212 | $34.1M |
| Brandywine Oak Private Wealth LLC | 2.86% | Add +6.6% | 375,169 | $34.0M |
| Pathway Financial Advisors LLC | 4.16% | Add +29.0% | 368,010 | $33.6M |
| Elevation Point Wealth Partners, LLC | 0.79% | Add +17.5% | 368,941 | $33.4M |
| Beacon Bank & Trust | 6.80% | Reduce -1.3% | 366,168 | $33.1M |
| Purpose Unlimited Inc. | 1.38% | Add +4.1% | 364,353 | $33.0M |
| World Investment Advisors | 0.53% | Reduce -26.1% | 363,471 | $32.9M |
| Financial Engines Advisors L.L.C. | 0.07% | Reduce -4.2% | 359,593 | $32.6M |
| O'shaughnessy Asset Management, LLC | 0.16% | Add +105.2% | 359,314 | $32.5M |
| NewEdge Wealth, LLC | 0.39% | Add +7.2% | 357,097 | $32.3M |
| Dynamic Advisor Solutions LLC | 1.02% | Add +3.2% | 355,700 | $32.2M |
| Portland Global Advisors LLC | 3.40% | Add +2.6% | 352,248 | $31.9M |
| Simon Quick Advisors, LLC | 1.46% | Reduce -6.2% | 351,699 | $31.8M |
| MTC Wealth Management LLC | 14.94% | Add +42.0% | 347,436 | $31.5M |
| Iowa State Bank | 5.75% | Add +6.7% | 345,430 | $31.3M |
| Tennessee Valley Asset Management Partners | 4.13% | Reduce -9.4% | 345,144 | $31.2M |
| JFS Wealth Advisors, LLC | 1.74% | Add +4.0% | 344,211 | $31.2M |
| Ironsides Asset Advisors, LLC | 7.78% | No change | 342,706 | $31.0M |
| Shoker Investment Counsel, Inc. | 9.21% | Reduce -0.7% | 342,689 | $31.0M |
| Allen Investment Management, LLC | 0.38% | Add +0.1% | 341,204 | $30.9M |
| Marion Wealth Management | 6.81% | Reduce -1.7% | 338,979 | $30.7M |
| iA Global Asset Management Inc. | 0.43% | Reduce -6.2% | 336,463 | $30.5M |
| Community Bank, N.A. | 3.62% | Add +0.3% | 336,084 | $30.4M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -14.9% | 333,882 | $30.2M |
| Grove Bank & Trust | 3.42% | Add +3.2% | 333,756 | $30.2M |
| Old National Bancorp | 0.51% | Reduce -7.7% | 333,156 | $30.2M |
| Empowered Funds, LLC | 0.19% | Add +42.8% | 332,183 | $30.1M |
| Strategies Wealth Advisors, LLC | 3.01% | Reduce -16.9% | 331,441 | $30.0M |
| Ancora Advisors LLC | 0.63% | Add +22.7% | 328,495 | $29.7M |
| New Perspectives, Inc | 10.26% | Add +3.7% | 327,219 | $29.6M |
| Evergreen Capital Management LLC | 0.64% | Add +7.8% | 325,625 | $29.5M |
| Horizon Investments, LLC | 0.33% | Add +171.7% | 325,166 | $29.4M |
| Coastline Trust Co | 2.90% | Add +13.7% | 323,189 | $29.3M |
| Dean, Jacobson Financial Services, LLC | 17.92% | Add +0.8% | 322,221 | $29.2M |
| Sovereign Investment Advisors, LLC | 6.16% | No change | 321,228 | $29.1M |
| Conrad N. Hilton Foundation | 12.73% | New | 320,986 | $29.1M |
| Tull Financial Group, Inc. | 12.93% | Reduce -3.9% | 319,962 | $29.0M |
| Regent Peak Wealth Advisors LLC | 5.87% | Reduce -28.8% | 317,799 | $28.8M |
| Element Pointe Advisors, LLC | 5.42% | Add +17.2% | 317,144 | $28.7M |
| WASHINGTON TRUST Co | 0.97% | Add +6.6% | 316,599 | $28.7M |
| Spire Wealth Management | 0.98% | Add +1.5% | 316,453 | $28.6M |
| Waverly Advisors, LLC | 0.21% | Add +8.2% | 316,406 | $28.6M |
| Trek Financial, LLC | 1.51% | Add +48.3% | 313,589 | $28.4M |
| MBL Wealth, LLC | 2.15% | Add +1.8% | 312,859 | $28.3M |
| RPTC Inc. | 4.94% | Reduce -1.6% | 311,497 | $28.2M |
| Capital Investment Advisors, LLC | 0.41% | Reduce -2.7% | 310,709 | $28.1M |
| GHP Investment Advisors, Inc. | 1.15% | Add +0.9% | 309,514 | $28.0M |
| Peapack Gladstone Financial Corp. | 0.36% | Add +12.3% | 308,407 | $27.9M |
| Twele Capital Management, Inc. | 4.84% | Add +0.4% | 299,724 | $27.1M |
| Neumann Capital Management, LLC | 7.93% | Add +2.8% | 297,483 | $26.9M |
| Towercrest Capital Management | 4.15% | Add +3.6% | 294,340 | $26.7M |
| Liquid Strategies, LLC | 5.68% | Add +11.7% | 292,275 | $26.5M |
| Tarbox Family Office, Inc. | 4.30% | Reduce -2.2% | 292,154 | $26.4M |
| Montis Financial, LLC | 5.47% | Reduce -14.0% | 291,913 | $26.4M |
| DT Investment Partners, LLC | 2.20% | Add +7.6% | 291,427 | $26.4M |
| Atlantic Edge Private Wealth Management, LLC | 6.49% | Add +2.2% | 290,896 | $26.3M |
| MV Capital Management, Inc. | 2.55% | Add +109.3% | 286,978 | $26.0M |
| West Financial Advisors, LLC | 4.39% | Reduce -1.0% | 285,970 | $25.9M |
| Great Diamond Partners, LLC | 4.92% | Reduce -2.1% | 282,384 | $25.6M |
| Associated Banc-Corp | 0.67% | Add +6.4% | 280,427 | $25.4M |
| Encompass Wealth Advisors, LLC | 8.76% | Add +1.4% | 278,148 | $25.2M |
| Nicolet Bankshares Inc. | 0.93% | Add +7521.7% | 276,972 | $25.1M |
| Venture Visionary Partners LLC | 0.83% | Add +1.2% | 275,991 | $25.0M |
| Pine Ridge Advisers LLC | 1.77% | No change | 275,902 | $25.0M |
| Foster Dykema Cabot & Partners, LLC | 1.58% | Reduce -1.6% | 273,806 | $24.8M |
| EP Wealth Advisors, LLC | 0.12% | Reduce -12.5% | 273,506 | $24.8M |
| Legacy Wealth Partners, LLC | 6.21% | Add +0.3% | 273,493 | $24.8M |
| Ieq Capital, LLC | 0.11% | Add +8.3% | 268,178 | $24.3M |
| Salus Financial Advisors, LLC | 14.03% | Add +9.3% | 265,686 | $24.1M |
| West Paces Advisors Inc. | 4.66% | Add +1.7% | 265,476 | $24.0M |
| Lazard Asset Management LLC | 0.04% | Add +1.1% | 262,099 | $23.7M |
| Martel Wealth Advisors LLC | 4.00% | Reduce -3.7% | 259,260 | $23.5M |
| Abundance Wealth Counselors | 3.37% | Add +3.7% | 259,172 | $23.5M |
| Inspire Trust Co, N.A. | 3.62% | Add +11.5% | 259,000 | $23.4M |
| One Capital Management, LLC | 0.64% | Add +61.1% | 258,802 | $23.4M |
| NorthLanding Financial Partners, LLC | 18.86% | Reduce -1.3% | 258,449 | $23.4M |
| Broadview Financial Management, LLC | 15.96% | Reduce -2.0% | 258,139 | $23.4M |
| Hudson Capital Management LLC | 6.19% | Add +5.3% | 256,581 | $23.2M |
| Rialto Wealth Management, LLC | 5.18% | Add +7.9% | 254,749 | $23.1M |
| Nepc LLC | 0.46% | Add +1.9% | 253,170 | $22.9M |
| Becker Capital Management Inc. | 0.67% | Add +11.8% | 252,963 | $22.9M |
| LCNB Corp. | 7.69% | Add +8.6% | 252,533 | $22.9M |
| WCG Wealth Advisors LLC | 0.63% | Add +3.4% | 250,319 | $22.7M |
| Sigma Investment Counselors Inc. | 1.19% | Reduce -1.1% | 249,208 | $22.6M |
| Apollon Wealth Management, LLC | 0.36% | Reduce -5.7% | 247,324 | $22.4M |
| Compound Planning, Inc. | 0.69% | Add +17.9% | 247,127 | $22.4M |
| Ashton Thomas Private Wealth, LLC | 0.53% | Add +0.6% | 246,647 | $22.3M |
| Money Concepts Capital Corp. | 1.23% | Add +3.7% | 246,444 | $22.3M |
| S. R. Schill & Associates | 15.02% | Reduce -2.2% | 245,596 | $22.2M |
| Mycio Wealth Partners, LLC | 4.41% | Add +2.9% | 244,550 | $22.1M |
| Mann Financial Group, Inc. | 20.79% | Add +3.4% | 243,905 | $22.1M |
| Sowell Financial Services LLC | 0.82% | Add +2.0% | 243,601 | $22.1M |
| Quantinno Capital Management LP | 0.04% | Add +27.6% | 241,602 | $21.9M |
| Perigon Wealth Management, LLC | 0.39% | Add +6.7% | 238,357 | $21.6M |
| Texas Yale Capital Corp. | 0.61% | Add +0.8% | 238,222 | $21.6M |
| Rogco, LP | 7.16% | Add +0.1% | 236,882 | $21.4M |
| Astra Wealth Partners LLC | 13.53% | Add +6.8% | 236,849 | $21.4M |
| Rational Advisors, Inc. | 2.33% | Add +33.2% | 236,210 | $21.4M |
| Instrumental Wealth, LLC | 13.14% | Add +2.8% | 236,113 | $21.4M |
| Savant Capital, LLC | 0.10% | Add +1.8% | 236,107 | $21.4M |
| Guidance Point Advisors, LLC | 5.16% | Add +0.2% | 234,919 | $21.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.03% | Add +43.7% | 234,185 | $21.2M |
| First Citizens Asset Management, Inc. | 7.45% | Add +0.7% | 232,123 | $21.0M |
| Strategic Point Investment Advisors, LLC | 3.05% | Add +2.1% | 231,817 | $21.0M |
| Private Client Services, LLC | 6.27% | Add +3.6% | 231,769 | $21.0M |
| Axxcess Wealth Management, LLC | 0.67% | Reduce -1.6% | 231,432 | $21.0M |
| Webster Bank, N. A. | 1.98% | Add +18.4% | 231,052 | $20.9M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -37.8% | 229,453 | $20.8M |
| Marble Wealth, LLC | 3.62% | Reduce -27.7% | 228,306 | $20.7M |
| McAdam, LLC | 0.93% | Add +0.5% | 227,233 | $20.6M |
| Wealth Architects, LLC | 1.82% | Reduce -2.5% | 226,103 | $20.5M |
| Gladstone Institutional Advisory LLC | 0.75% | Add +38.5% | 224,492 | $20.3M |
| Shelter Ins Retirement Plan | 22.60% | No change | 224,262 | $20.3M |
| Waterway Wealth Management, LLC | 4.47% | Reduce -1.6% | 261,887 | $20.2M |
| Conservest Capital Advisors, Inc. | 1.83% | Reduce -0.7% | 222,771 | $20.2M |
| IFP Advisors, Inc | 0.42% | Add +12.1% | 221,239 | $20.0M |
| First National Bank & Trust Co. of Newtown | 4.30% | Reduce -15.1% | 220,205 | $19.9M |
| WBH Advisory Inc. | 1.49% | Add +6.2% | 216,614 | $19.9M |
| Gallagher Fiduciary Advisors, LLC | 0.77% | Add +6.4% | 219,254 | $19.8M |
| CIBC Bancorp USA Inc. | 0.03% | — | 218,850 | $19.8M |
| Highline Wealth Partners LLC | 5.04% | Add +14.5% | 217,519 | $19.7M |
| HB Wealth Management, LLC | 0.13% | Add +2.5% | 216,717 | $19.6M |
| Single Point Partners, LLC | 3.88% | Reduce -0.6% | 215,431 | $19.5M |
| Lincoln Capital Corp. | 7.14% | Add +0.8% | 214,322 | $19.4M |
| LPWM LLC | 4.89% | Add +9.1% | 213,995 | $19.4M |
| Argent Advisors, Inc. | 5.23% | Add +1.7% | 211,539 | $19.2M |
| Southern Capital Advisors, LLC | 8.95% | Add +17.1% | 211,184 | $19.1M |
| Core Wealth Advisors, Inc. | 4.55% | Add +1.8% | 210,520 | $19.1M |
| Bahl & Gaynor LLC | 0.10% | Add +0.7% | 209,804 | $19.0M |
| Global Wealth Management Investment Advisory, Inc. | 2.97% | Add +4.4% | 209,741 | $19.0M |
| ERn Financial, LLC | 3.57% | Add +5.8% | 209,449 | $19.0M |
| Ullmann Wealth Partners Group, LLC | 1.97% | Reduce -4.9% | 209,111 | $18.9M |
| WLTH Capital Management, LLC | 14.82% | Add +3.2% | 208,929 | $18.9M |
| Crescent Grove Advisors, LLC | 1.87% | Add +0.4% | 208,743 | $18.9M |
| Fairway Wealth LLC | 4.96% | Reduce -73.3% | 207,489 | $18.8M |
| Caliber Wealth Management, LLC / KS | 2.02% | Reduce -2.0% | 204,067 | $18.5M |
| Morris Financial Concepts, Inc. | 6.27% | Add +4.5% | 203,991 | $18.5M |
| Integrated Investment Consultants, LLC | 3.88% | Add +2.2% | 201,817 | $18.3M |
| Integrated Advisors Network LLC | 0.95% | Reduce -17.7% | 200,468 | $18.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.09% | No change | 199,410 | $18.1M |
| Consolidated Portfolio Review Corp | 1.65% | No change | 199,247 | $18.0M |
| Lowe Brockenbrough & Co. Inc. | 0.89% | Reduce -0.3% | 197,051 | $17.8M |
| Enclave Advisors LLC | 2.53% | Add +29.5% | 196,315 | $17.8M |
| James J. Burns & Company, LLC | 2.36% | Add +2.6% | 192,172 | $17.4M |
| SkyOak Wealth, LLC | 3.18% | Add +2.8% | 191,749 | $17.4M |
| WealthPlan Investment Management, LLC | 0.97% | Add +79.4% | 191,382 | $17.3M |
| Sage Rhino Capital LLC | 3.23% | Add +1.1% | 190,467 | $17.2M |
| 10Elms LLP | 11.87% | Add +52.0% | 187,216 | $17.2M |
| Exencial Wealth Advisors, LLC | 0.53% | Reduce -2.0% | 187,765 | $17.0M |
| Vise Technologies, Inc. | 0.33% | No change | 189,859 | $17.0M |
| First Merchants Corp. | 0.65% | Add +13.2% | 187,554 | $17.0M |
| Manhattan West Asset Management, LLC | 3.32% | Add +3.2% | 187,413 | $17.0M |
| Wick Capital Partners, LLC | 3.09% | Add +3.0% | 168,170 | $17.0M |
| PDS Planning, Inc | 1.12% | Reduce -0.1% | 187,242 | $17.0M |
| Shrier Wealth Management, LLC | 6.22% | Add +10.9% | 185,701 | $16.8M |
| Caprock Group, LLC | 0.41% | Reduce -1.1% | 184,609 | $16.7M |
| SageView Advisory Group, LLC | 0.61% | Reduce -0.3% | 184,103 | $16.7M |
| Guidance Capital, Inc. | 3.73% | Reduce -0.1% | 174,201 | $16.6M |
| First Manhattan Co. Llc. | 0.05% | Add +40.8% | 183,577 | $16.6M |
| Piedmont Capital Management, LLC | 8.42% | Add +0.4% | 180,252 | $16.6M |
| Marquette Associates, Inc. | 17.88% | Add +6.1% | 181,597 | $16.4M |
| Royal Harbor Partners, LLC | 5.55% | Add +0.7% | 181,064 | $16.4M |
| Koesten, Hirschmann & Crabtree, INC. | 7.97% | Add +3.6% | 180,800 | $16.4M |
| Sequoia Financial Advisors, LLC | 0.09% | Add +6.2% | 180,621 | $16.4M |
| Savvy Advisors, Inc. | 0.44% | Add +26.3% | 180,314 | $16.3M |
| Federation des caisses Desjardins du Quebec | 0.06% | Add +14.3% | 178,349 | $16.1M |
| Summit Rock Advisors, LP | 100.00% | New | 176,440 | $16.0M |
| Glenmede Trust Co. NA | 0.08% | Add +0.5% | 175,884 | $15.9M |
| Columbia Bank | 4.52% | Add +10.5% | 174,781 | $15.8M |
| Aspect Partners, LLC | 6.45% | Add +10.8% | 174,268 | $15.8M |
| Forvis Mazars Wealth Advisors, LLC | 0.30% | Reduce -6.0% | 174,227 | $15.8M |
| Coastal Bridge Advisors, LLC | 1.12% | Add +15.8% | 174,201 | $15.8M |
| Main Management LLC | 1.15% | Reduce -13.7% | 174,188 | $15.8M |
| Trajan Wealth LLC | 0.64% | Reduce -2.5% | 173,956 | $15.7M |
| Matrix Private Capital Group LLC | 7.56% | Add +4.5% | 173,116 | $15.7M |
| Topel & Distasi Wealth Management, LLC | 8.08% | Add +0.9% | 172,617 | $15.6M |
| Per Stirling Capital Management, LLC. | 1.72% | Reduce -2.6% | 172,281 | $15.6M |
| Certified Advisory Corp | 1.40% | Add +19.3% | 172,183 | $15.6M |
| Founders Financial Securities LLC | 0.88% | Add +25.2% | 163,400 | $15.5M |
| Riversedge Advisors, LLC | 2.50% | Reduce -2.3% | 170,734 | $15.5M |
| Proathlete Wealth Management LLC | 4.23% | Reduce -2.4% | 168,468 | $15.3M |
| Northside Capital Management, LLC | 1.34% | Add +1397.4% | 168,251 | $15.2M |
| Strategic Investment Management, LLC | 6.35% | Reduce -41.4% | 167,931 | $15.2M |
| Advisory Services Network, LLC | 0.20% | Add +5.5% | 167,431 | $15.2M |
| Northcape Wealth Management, LLC | 4.12% | Add +5.8% | 166,789 | $15.1M |
| Regal Investment Advisors LLC | 0.87% | Add +6.0% | 165,885 | $15.0M |
| Stephens Group Asset Management, LLC | 0.96% | Reduce -0.7% | 165,682 | $15.0M |
| P/E Global LLC | 1.18% | New | 165,407 | $15.0M |
| Randall & Associates Wealth Management | 10.08% | Reduce -0.3% | 165,197 | $15.0M |
| Summit Trail Advisors, LLC | 0.21% | Reduce -25.7% | 165,030 | $14.9M |
| Cassilly Financial Group LLC | 12.94% | Add +4.3% | 164,767 | $14.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.3% | 164,496 | $14.9M |
| Tectonic Advisors LLC | 0.79% | Add +1.7% | 164,286 | $14.9M |
| Berman McAleer LLC | 2.01% | Reduce -3.2% | 162,376 | $14.7M |
| Brooklyn FI, LLC | 3.08% | Add +6.5% | 161,877 | $14.7M |
| Aspen Wealth Strategies, LLC | 7.84% | Add +3.1% | 161,219 | $14.6M |
| Harbour Capital Advisors, LLC | 2.78% | Add +1.1% | 153,149 | $14.6M |
| Shelter Mutual Insurance Co | 3.23% | No change | 160,575 | $14.5M |
| Next Capital Management LLC | 4.38% | Add +9.4% | 159,750 | $14.5M |
| South Plains Financial, Inc. | 8.39% | Add +11.2% | 159,382 | $14.4M |
| Beirne Wealth Consulting Services, LLC | 4.04% | Add +42.4% | 157,685 | $14.3M |
| Riverview Trust Co | 17.53% | Add +0.1% | 157,220 | $14.2M |
| Armbruster Capital Management, Inc. | 2.33% | Add +1.1% | 157,022 | $14.2M |
| Atlantic Union Bankshares Corp | 0.27% | Add +149.6% | 156,771 | $14.2M |
| Flywheel Private Wealth LLC | 8.08% | Add +3.2% | 156,617 | $14.2M |
| Carbahal Olsen Financial Services Group, LLC | 11.31% | Add +0.6% | 156,274 | $14.1M |
| Tortoise Investment Management, LLC | 1.16% | Reduce -1.9% | 155,530 | $14.1M |
| Anderson Hoagland & Co. | 1.21% | Add +1.4% | 155,193 | $14.0M |
| Courier Capital LLC | 0.78% | Reduce -10.2% | 155,098 | $14.0M |
| Adaptive Financial Consulting, LLC | 5.38% | Add +4.4% | 155,041 | $14.0M |
| YHB Investment Advisors, Inc. | 1.00% | Add +6.6% | 154,107 | $14.0M |
| IFS Advisors, LLC | 7.16% | Reduce -1.9% | 153,578 | $13.9M |
| GoalVest Advisory LLC | 2.67% | Reduce -0.6% | 151,038 | $13.7M |
| Fidelis Capital Partners, LLC | 0.97% | Add +0.6% | 150,861 | $13.7M |
| VAUGHAN & Co SECURITIES, INC. | 7.13% | Reduce -0.1% | 150,731 | $13.6M |
| Motive Wealth Advisors | 6.38% | Reduce -1.4% | 150,015 | $13.6M |
| SlateStone Wealth, LLC | 1.12% | Add +13.9% | 149,744 | $13.6M |
| Arvest Bank Trust Division | 0.73% | Reduce -1.3% | 148,264 | $13.4M |
| Meridian Wealth Management, LLC | 0.48% | Add +9.1% | 148,237 | $13.4M |
| Rwa Wealth Partners, LLC | 0.15% | Reduce -20.1% | 147,820 | $13.4M |
| Veery Capital, LLC | 4.09% | Add +1.5% | 147,373 | $13.3M |
| Diversify Wealth Management, LLC | 0.24% | Add +582.3% | 142,552 | $13.3M |
| Parr McKnight Wealth Management Group, LLC | 1.74% | Add +5.3% | 146,413 | $13.3M |
| Scarborough Advisors, LLC | 1.45% | Add +9.9% | 145,917 | $13.2M |
| Omnia Family Wealth, LLC | 4.15% | Reduce -2.0% | 145,431 | $13.2M |
| Ashton Thomas Securities, LLC | 1.64% | New | 144,696 | $13.1M |
| Alliance Wealth Management Group | 2.85% | Add +4.9% | 143,618 | $13.0M |
| Summit Wealth Partners, LLC | 2.03% | Add +0.0% | 141,678 | $12.8M |
| Highland Capital Management, LLC | 0.68% | Reduce -38.8% | 141,189 | $12.8M |
| Montecito Bank & Trust | 2.09% | Add +6.2% | 140,261 | $12.7M |
| Penney Financial, LLC | 4.87% | Add +6.4% | 140,064 | $12.7M |
| St. Clair Advisors, LLC | 3.36% | Add +86.3% | 139,459 | $12.6M |
| Nova R Wealth, Inc. | 4.02% | Reduce -3.6% | 139,207 | $12.6M |
| Rossmore Private Capital | 1.11% | Reduce -2.1% | 138,881 | $12.6M |
| Sigma Planning Corp | 0.35% | Add +9.5% | 138,820 | $12.6M |
| MidFirst Bank | 1.03% | Add +4.9% | 137,843 | $12.5M |
| JSF Financial, LLC | 2.44% | Add +186.4% | 137,649 | $12.5M |
| Urban Financial Advisory Corp | 4.34% | Add +14.5% | 135,539 | $12.3M |
| Foundry Financial Group, Inc. | 6.02% | Reduce -5.6% | 133,991 | $12.1M |
| Planned Solutions, Inc. | 4.00% | Add +4.1% | 133,736 | $12.1M |
| Heritage Investors Management Corp. | 0.37% | Reduce -1.4% | 132,871 | $12.0M |
| Montz Harcus Wealth Management LLC | 4.86% | Add +6.7% | 132,803 | $12.0M |
| Harbor Capital Advisors, Inc. | 0.97% | Reduce -44.9% | 132,074 | $12.0M |
| Silverleafe Capital Partners, LLC | 3.59% | Reduce -0.4% | 131,837 | $11.9M |
| Arkadios Wealth Advisors | 0.20% | Reduce -16.3% | 131,630 | $11.9M |
| Aureum Wealth Management, LLC | 8.29% | Add +30.8% | 131,629 | $11.9M |
| Tiemann Investment Advisors, LLC | 4.67% | Reduce -1.7% | 131,508 | $11.9M |
| Acorn Creek Capital LLC | 4.22% | Reduce -1.7% | 130,642 | $11.8M |
| Plancorp, LLC | 0.33% | Reduce -0.2% | 123,184 | $11.7M |
| First National Bank of Omaha | 0.36% | Add +15.3% | 132,758 | $11.7M |
| Winthrop Capital Management, LLC | 2.98% | Reduce -15.9% | 128,356 | $11.6M |
| Cornerstone Advisory, LLC | 1.10% | Add +4.3% | 128,165 | $11.6M |
| Omega Financial Group, LLC | 3.81% | Add +1.4% | 127,796 | $11.6M |
| Wealthcare Advisory Partners LLC | 0.23% | Add +5.4% | 127,787 | $11.6M |
| Physician Wealth Advisors, Inc. | 1.59% | Reduce -3.8% | 126,253 | $11.4M |
| GAMCO Investors | 0.11% | Add +56.3% | 126,113 | $11.4M |
| Hardy Reed LLC | 0.83% | Reduce -0.1% | 125,739 | $11.4M |
| Apollon Financial, LLC | 1.57% | Add +11.8% | 125,121 | $11.3M |
| Atlas Legacy Advisors, LLC | 2.06% | Reduce -0.3% | 124,498 | $11.3M |
| Eastern Bank | 0.19% | Add +0.7% | 123,913 | $11.2M |
| Providence Capital Advisors, LLC | 1.83% | Add +8.4% | 123,833 | $11.2M |
| Mechanics Financial Corp | 4.67% | Add +7.0% | 123,247 | $11.2M |
| Fiducient Advisors LLC | 1.46% | Reduce -43.6% | 123,205 | $11.2M |
| Field & Main Bank | 3.24% | New | 122,869 | $11.1M |
| Mgo One Seven LLC | 0.22% | Reduce -22.5% | 122,429 | $11.1M |
| Macco Financial Group, Inc. | 8.24% | Add +15.0% | 120,188 | $10.9M |
| BSW Wealth Partners | 1.32% | Reduce -4.6% | 119,858 | $10.9M |
| Provenance Wealth Advisors, LLC | 1.15% | Add +9187.9% | 119,721 | $10.8M |
| Accurate Wealth Management, LLC | 1.30% | Add +5.3% | 113,630 | $10.8M |
| Stokes Family Office, LLC | 1.11% | Reduce -0.8% | 119,175 | $10.8M |
| Hudson Oak Wealth Advisory LLC | 9.37% | Add +1.7% | 119,074 | $10.8M |
| Life Planning Partners, Inc | 8.22% | Reduce -0.1% | 118,985 | $10.8M |
| Conning Inc. | 0.37% | No change | 118,845 | $10.8M |
| Smithbridge Asset Management Inc. | 1.60% | Reduce -43.7% | 118,788 | $10.8M |
| Cordgrass Capital Advisors, LLC | 2.51% | Add +0.8% | 118,234 | $10.7M |
| Canopy Partners, LLC | 3.66% | Reduce -1.7% | 117,764 | $10.7M |
| ArchPoint Investors | 2.54% | No change | 117,752 | $10.7M |
| NewCorp Financial Services, Inc. | 9.23% | Add +2.7% | 117,641 | $10.7M |
| Evernest Financial Advisors, LLC | 2.21% | Reduce -0.6% | 112,241 | $10.6M |
| Smith Salley Wealth Management | 0.53% | Add +3.9% | 116,782 | $10.6M |
| Tanager Wealth Management LLP | 1.02% | Reduce -1.5% | 116,587 | $10.6M |
| SC&H Financial Advisors, Inc. | 1.59% | Reduce -2.3% | 116,277 | $10.5M |
| Ascent Group, LLC | 0.36% | Reduce -2.3% | 116,191 | $10.5M |
| Westside Investment Management, Inc. | 1.61% | Add +4630.9% | 116,143 | $10.5M |
| Versant Capital Management, Inc | 1.04% | Add +1789.3% | 116,100 | $10.5M |
| Richard W. Paul & Associates, LLC | 3.53% | Reduce -2.6% | 115,797 | $10.5M |
| J.W. Cole Advisors, Inc. | 0.35% | Add +2.0% | 115,633 | $10.5M |
| Defined Wealth Management, LLC | 6.13% | Add +0.8% | 115,583 | $10.5M |
| Mather Group, Llc. | 0.10% | Add +0.9% | 115,450 | $10.5M |
| Prosperity Consulting Group, LLC | 0.46% | Add +9.0% | 114,778 | $10.4M |
| Widmann Financial Services, Inc. | 6.16% | Reduce -0.1% | 114,493 | $10.4M |
| Greenspring Advisors, LLC | 0.63% | Reduce -0.3% | 114,080 | $10.3M |
| Pinion Investment Advisors, LLC | 2.40% | Reduce -22.8% | 113,280 | $10.3M |
| Independent Solutions Wealth Management, LLC | 1.51% | Reduce -3.8% | 113,250 | $10.3M |
| Sunbelt Securities, Inc. | 0.65% | Reduce -1.9% | 113,195 | $10.2M |
| ICONIQ Capital, LLC | 0.23% | No change | 113,075 | $10.2M |
| Cypress Financial Planning LLC | 2.85% | Add +1.2% | 112,782 | $10.2M |
| Emergent Wealth Advisors, LLC | 6.00% | Add +31.0% | 112,158 | $10.2M |
| Abound Wealth Management | 2.30% | Reduce -0.4% | 111,972 | $10.1M |
| Modern Wealth Management, LLC | 0.17% | Reduce -6.6% | 108,405 | $10.0M |
| Calamos Advisors LLC | 0.05% | Add +4532.0% | 109,917 | $10.0M |
| Fulton Bank, N.A. | 0.35% | Add +18.6% | 109,781 | $9.9M |
| Family Capital Trust Co | 3.59% | Reduce -0.7% | 109,604 | $9.9M |
| May Hill Capital, LLC | 2.49% | Add +81.8% | 109,448 | $9.9M |
| Snowden Capital Advisors LLC | 0.26% | Reduce -2.8% | 109,406 | $9.9M |
| Continuum Advisory, LLC | 0.95% | Add +2.8% | 109,337 | $9.9M |
| Arbor Investment Advisors, LLC | 1.29% | Reduce -0.5% | 109,325 | $9.9M |
| Symphony Financial, Ltd. Co. | 1.31% | Add +21.8% | 110,155 | $9.9M |
| Park Place Capital Corp | 1.98% | Add +41.8% | 109,189 | $9.9M |
| Camelot Technology Advisors, Inc. | 7.23% | Add +6.1% | 108,795 | $9.8M |
| SYM FINANCIAL Corp | 0.98% | No change | 108,241 | $9.8M |
| Freestone Capital Holdings, LLC | 0.30% | Reduce -0.3% | 107,958 | $9.8M |
| Chicago Partners Investment Group LLC | 0.22% | Add +1.7% | 102,403 | $9.8M |
| Calamos Wealth Management LLC | 0.34% | Add +1.2% | 107,544 | $9.7M |
| Silvercrest Asset Management Group LLC | 0.07% | Add +17.2% | 107,518 | $9.7M |
| Cabot Wealth Management Inc. | 1.12% | Add +498.1% | 107,447 | $9.7M |
| Nations Financial Group Inc, /Ia/ | 0.50% | Add +2.4% | 107,274 | $9.7M |
| Cullen/Frost Bankers, Inc. | 0.11% | Reduce -19.1% | 106,088 | $9.6M |
| Jackson Hole Capital Partners, LLC | 1.59% | Add +0.7% | 106,041 | $9.6M |
| Beacon Harbor Wealth Advisors, Inc. | 2.01% | Add +1.2% | 105,923 | $9.6M |
| Petix & Botte Co | 4.25% | Reduce -46.0% | 104,924 | $9.5M |
| TCV Trust & Wealth Management, Inc. | 0.80% | Add +1.3% | 104,883 | $9.5M |
| Waterloo Capital, L.P. | 0.66% | Reduce -11.1% | 104,499 | $9.5M |
| Laurel Wealth Advisors LLC | 0.93% | Add +5.7% | 96,963 | $9.4M |
| Aspen Investment Management Inc | 2.88% | Add +1.4% | 103,955 | $9.4M |
| Larson Financial Group LLC | 0.30% | Reduce -30.7% | 103,738 | $9.4M |
| Waldron Private Wealth LLC | 0.36% | Reduce -0.3% | 102,602 | $9.3M |
| First United Bank & Trust | 3.00% | Add +28.5% | 102,007 | $9.2M |
| Patriot Investment Management Group, Inc. | 0.59% | Reduce -6.5% | 101,688 | $9.2M |
| Invesco Ltd. | 0.00% | Reduce -15.4% | 101,553 | $9.2M |
| Swmg, LLC | 2.62% | Reduce -7.0% | 101,308 | $9.2M |
| Beacon Advisors Holdings, LLC | 4.90% | Reduce -1.0% | 101,151 | $9.2M |
| Acima Private Wealth, LLC | 2.81% | Add +0.7% | 99,057 | $9.0M |
| Caldwell Trust Co | 0.79% | Add +16.3% | 97,964 | $8.9M |
| MSH Capital Advisors LLC | 1.87% | Add +17.6% | 97,828 | $8.9M |
| CENTRAL TRUST Co | 0.17% | Add +12.9% | 97,343 | $8.8M |
| Bitterroot Capital Advisors LLC | 5.35% | Add +0.1% | 97,292 | $8.8M |
| Asset Allocation Strategies LLC | 1.56% | Add +3.0% | 97,002 | $8.8M |
| Florida Trust Wealth Management Co | 0.24% | Add +0.3% | 96,634 | $8.7M |
| Rodgers & Associates, LTD | 0.89% | Reduce -2.6% | 96,237 | $8.7M |
| State of Tennessee, Department of Treasury | 0.03% | No change | 95,294 | $8.6M |
| Louisbourg Investments Inc. | 1.63% | Add +4.5% | 95,189 | $8.6M |
| NBT Bank, N.A. | 0.56% | Add +9.1% | 94,077 | $8.5M |
| Moneywise, Inc. | 3.70% | Reduce -18.8% | 93,611 | $8.5M |
| Horizon Bancorp Inc. | 4.07% | Reduce -1.9% | 93,515 | $8.5M |
| Smith Partners Wealth Management, LLC | 7.58% | Add +14.7% | 93,486 | $8.5M |
| Outlook Wealth Advisors, LLC | 2.05% | Add +68.7% | 93,460 | $8.5M |
| Advocacy Wealth Management, LLC | 0.37% | Add +0.9% | 93,106 | $8.4M |
| Harbor Investment Advisory, LLC | 0.66% | Reduce -2.7% | 93,090 | $8.4M |
| Custos Family Office, LLC | 5.83% | Add +4.2% | 92,970 | $8.4M |
| Relyea Zuckerberg Hanson LLC | 0.85% | Add +4.0% | 92,951 | $8.4M |
| VestGen Advisors, LLC | 0.24% | Add +26.2% | 86,914 | $8.4M |
| Red Tortoise LLC | 3.51% | Reduce -3.2% | 92,305 | $8.4M |
| Novare Capital Management LLC | 0.66% | New | 92,181 | $8.3M |
| Great Valley Advisor Group, Inc. | 0.15% | Add +2.2% | 91,609 | $8.3M |
| Cim Investment Management Inc. | 2.21% | No change | 91,552 | $8.3M |
| Baron Silver Stevens Financial Advisors, LLC | 1.20% | Add +8.9% | 91,381 | $8.3M |
| Consilio Wealth Advisors, LLC | 2.37% | Reduce -0.9% | 89,744 | $8.1M |
| Hickory Point Bank & Trust | 5.33% | No change | 89,165 | $8.1M |
| Daner Wealth Management, LLC | 4.69% | Reduce -0.4% | 82,751 | $8.0M |
| Bessemer Group Inc. | 0.01% | Reduce -0.3% | 88,199 | $8.0M |
| D.A. Davidson & Co. | 0.05% | Reduce -5.4% | 87,493 | $7.9M |
| Madrid Financial Services | 4.67% | New | 87,352 | $7.9M |
| Mayflower Financial Advisors, LLC | 0.95% | Reduce -0.1% | 86,780 | $7.9M |
| IHT Wealth Management, LLC | 0.18% | Add +10.7% | 86,645 | $7.8M |
| Sheridan Capital Management, LLC | 4.10% | Reduce -1.7% | 85,950 | $7.8M |
| River's Edge Wealth Management, LLC | 7.30% | Add +2.1% | 81,937 | $7.8M |
| Ewa, LLC | 1.77% | Add +62.9% | 85,847 | $7.8M |
| Wesbanco Bank Inc. | 0.21% | Add +59.9% | 85,221 | $7.7M |
| King Wealth Management Group | 0.96% | Add +2.5% | 84,670 | $7.7M |
| Strive Financial Group ,LLC | 4.07% | Add +20.7% | 84,656 | $7.7M |
| Zacks Investment Management | 0.06% | Add +3.0% | 84,497 | $7.6M |
| Agf Management Ltd. | 0.03% | Reduce -1.4% | 84,081 | $7.6M |
| Gateway Wealth Partners, LLC | 0.30% | Add +759.2% | 83,885 | $7.6M |
| Oakwell Private Wealth Management, LLC | 1.35% | Add +0.1% | 83,713 | $7.6M |
| Auour Investments LLC | 2.36% | Add +0.4% | 82,829 | $7.5M |
| Hubbell Strickland Wealth Management, LLC | 2.99% | Add +14.1% | 82,761 | $7.5M |
| Roundview Capital LLC | 0.47% | Add +6.9% | 82,474 | $7.5M |
| Argent Trust Co | 0.25% | Add +16.6% | 82,288 | $7.4M |
| Vericrest Private Wealth | 6.68% | Add +7.9% | 82,224 | $7.4M |
| CWA Asset Management Group, LLC | 0.25% | Add +23.5% | 81,648 | $7.4M |
| Jaffetilchin Investment Partners, LLC | 0.44% | Add +372.8% | 81,506 | $7.4M |
| Nwam LLC | 0.42% | Add +2.1% | 81,145 | $7.3M |
| Cibc World Market Inc. | 0.01% | Add +56.1% | 80,961 | $7.3M |
| Sandy Cove Advisors, LLC | 2.19% | Add +8.0% | 80,937 | $7.3M |
| Harbour Investments, Inc. | 0.11% | Add +53.5% | 80,539 | $7.3M |
| Insight 2811, Inc. | 3.17% | Add +1.8% | 80,416 | $7.3M |
| Saiph Capital, LLC | 2.74% | New | 79,976 | $7.2M |
| Wealth Dimensions Group, Ltd. | 1.41% | Reduce -5.1% | 79,407 | $7.2M |
| Affinity Capital Advisors, LLC | 1.00% | Add +0.0% | 79,143 | $7.2M |
| BG Investment Services, LLC | 5.94% | Reduce -2.3% | 78,998 | $7.2M |
| Asset Dedication, LLC | 0.50% | Reduce -1.2% | 78,778 | $7.1M |
| Churchill Financial Advisors, LLC | 1.48% | Add +4.8% | 78,042 | $7.1M |
| Lynch Investment Planning, LLC | 6.34% | Add +55.5% | 77,937 | $7.1M |
| Belpointe Asset Management LLC | 0.26% | Add +1.7% | 77,422 | $7.0M |
| New England Private Wealth Advisors LLC | 0.80% | Add +73.6% | 76,661 | $6.9M |
| Dorsey & Whitney Trust CO LLC | 0.38% | Add +8.5% | 75,549 | $6.8M |
| Spinnaker Trust | 0.38% | Add +25.6% | 75,521 | $6.8M |
| Private Trust Co. NA | 0.61% | Add +2.7% | 74,997 | $6.8M |
| Avion Wealth | 1.40% | Reduce -6.6% | 74,897 | $6.8M |
| KMG Fiduciary Partners, LLC | 0.50% | Reduce -12.5% | 74,845 | $6.8M |
| Kingsview Wealth Management, LLC | 0.09% | Add +11.2% | 74,664 | $6.8M |
| Sculati Wealth Management, LLC | 2.48% | Add +2.4% | 74,086 | $6.7M |
| Genesis Private Wealth, LLC | 2.11% | Add +2.8% | 74,078 | $6.7M |
| Interchange Capital Partners, LLC | 2.11% | Reduce -8.7% | 85,352 | $6.7M |
| Elmwood Wealth Management, Inc. | 1.85% | Add +4.6% | 73,730 | $6.7M |
| DecisionMap Wealth Management, LLC | 4.31% | Add +3.7% | 73,509 | $6.7M |
| Nisa Investment Advisors, LLC | 0.02% | Add +0.4% | 73,485 | $6.7M |
| Coral Wealth Management, LLC | 7.43% | — | 73,436 | $6.6M |
| Rothschild Wealth LLC | 0.60% | Reduce -8.3% | 73,018 | $6.6M |
| Precision Wealth Strategies, LLC | 2.19% | Reduce -16.1% | 72,934 | $6.6M |
| Tounjian Advisory Partners, LLC | 2.36% | Reduce -4.6% | 72,186 | $6.5M |
| CFS Investment Advisory Services, LLC | 0.45% | Reduce -8.0% | 67,002 | $6.5M |
| Wealth Analytics Partners, LLC | 2.65% | Add +10.4% | 71,944 | $6.5M |
| LTG Capital LLC | 4.97% | Add +1.3% | 71,858 | $6.5M |
| Western Wealth Management, LLC | 0.25% | Add +9.8% | 71,769 | $6.5M |
| Alliance Private Wealth, LLC | 2.33% | Reduce -0.4% | 71,695 | $6.5M |
| Level Four Advisory Services, LLC | 0.21% | Add +2.9% | 71,185 | $6.4M |
| Vista Cima Wealth Management LLC | 6.35% | Add +120.8% | 71,011 | $6.4M |
| Eagle Strategies LLC | 0.77% | Add +3.8% | 71,007 | $6.4M |
| Curry Webb Wealth Management LLC | 3.04% | Add +33.0% | 70,952 | $6.4M |
| Telos Capital Management, Inc. | 0.61% | Reduce -1.2% | 70,855 | $6.4M |
| PKS Advisory Services, LLC | 1.49% | Add +1.2% | 70,671 | $6.4M |
| Busey Bank | 0.17% | Add +4.8% | 70,573 | $6.4M |
| Elyxium Wealth, LLC | 2.05% | Add +1.1% | 70,496 | $6.4M |
| Capital Investment Counsel, LLC | 0.87% | Add +0.6% | 70,091 | $6.3M |
| Brio Consultants, LLC | 0.77% | Reduce -7.1% | 66,085 | $6.3M |
| Ameritas Advisory Services, LLC | 0.25% | Reduce -4.4% | 69,590 | $6.3M |
| Boston Research & Management Inc. | 1.50% | Reduce -0.3% | 69,552 | $6.3M |
| Deutsche Bank AG | 0.00% | Reduce -2.2% | 69,429 | $6.3M |
| Bradley Foster & Sargent Inc. | 0.10% | Reduce -10.3% | 69,155 | $6.3M |
| Bernard Wealth Management Corp. | 2.67% | Add +36.3% | 69,078 | $6.3M |
| Moody National Bank Trust Division | 0.59% | Add +3.9% | 68,906 | $6.2M |
| Confluence Wealth Services, Inc. | 0.24% | Add +0.5% | 68,775 | $6.2M |
| Parkside Financial Bank & Trust | 0.48% | Reduce -0.2% | 68,767 | $6.2M |
| Visionary Wealth Advisors | 0.27% | Add +10.2% | 68,640 | $6.2M |
| Aprio Wealth Management, LLC | 0.34% | Reduce -4.0% | 68,321 | $6.2M |
| Center For Asset Management LLC | 3.06% | Add +12.9% | 68,148 | $6.2M |
| Meramec Financial Planners, LLC | 2.45% | Reduce -6.5% | 63,548 | $6.2M |
| Clayton Financial Group LLC | 3.16% | Reduce -3.2% | 67,898 | $6.1M |
| Cary Street Partners Financial LLC | 0.15% | Add +8.9% | 67,885 | $6.1M |
| Fortis Capital Advisors, LLC | 0.80% | Add +1.8% | 67,604 | $6.1M |
| BCS Private Wealth Management, Inc. | 1.86% | Add +0.3% | 67,566 | $6.1M |
| SouthState Bank Corp | 0.28% | Reduce -7.0% | 67,412 | $6.1M |
| Headinvest, LLC | 1.25% | Add +116.6% | 67,268 | $6.1M |
| TAGStone Capital, Inc. | 2.14% | Add +0.7% | 66,918 | $6.1M |
| Ducere Wealth Management LLC | 2.40% | Add +8.2% | 66,721 | $6.0M |
| Financial Synergies Wealth Advisors, Inc. | 0.57% | Reduce -0.8% | 66,534 | $6.0M |
| Leuthold Group, LLC | 0.64% | Reduce -0.6% | 66,484 | $6.0M |
| Sequent Planning LLC | 1.45% | Add +22.0% | 66,342 | $6.0M |
| Brooklyn Investment Group | 0.19% | Add +13.5% | 66,200 | $6.0M |
| Ade, LLC | 2.84% | Add +0.9% | 65,376 | $5.9M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Reduce -6.0% | 65,289 | $5.9M |
| Carrera Capital Advisors | 0.91% | Reduce -0.7% | 65,267 | $5.9M |
| Westfuller Advisors, LLC | 2.54% | Add +5.9% | 64,948 | $5.9M |
| Snider Financial Group | 1.77% | Add +127.4% | 64,858 | $5.9M |
| TFB Advisors LLC | 3.06% | Reduce -22.9% | 64,633 | $5.9M |
| Creative Financial Designs Inc. | 0.35% | Add +4.8% | 64,258 | $5.8M |
| Prospera Financial Services Inc | 0.09% | Add +0.1% | 64,101 | $5.8M |
| GeoWealth Management, LLC | 0.21% | Add +6.8% | 63,417 | $5.7M |
| TruNorth Capital Management, LLC | 1.10% | Reduce -16.1% | 63,416 | $5.7M |
| One Degree Advisors Inc | 1.50% | Add +3.4% | 63,101 | $5.7M |
| TRUE Private Wealth Advisors | 0.54% | Add +54.8% | 63,035 | $5.7M |
| Sage Advisory Services, Ltd.Co. | 3.12% | Reduce -44.6% | 62,980 | $5.7M |
| SoundView Advisors Inc. | 2.02% | Reduce -2.3% | 62,582 | $5.7M |
| EverSource Wealth Advisors, LLC | 0.17% | Add +12.3% | 62,516 | $5.7M |
| Marietta Wealth Management, LLC | 0.67% | Reduce -2.6% | 62,490 | $5.7M |
| Seldon Capital LP | 2.08% | No change | 62,425 | $5.7M |
| Sunbeam Capital Management, LLC | 3.22% | No change | 62,073 | $5.6M |
| Cahaba Wealth Management, Inc. | 0.38% | Reduce -2.2% | 61,957 | $5.6M |
| Charles Schwab Trust Co | 0.36% | Reduce -13.0% | 61,649 | $5.6M |
| Atlanta Consulting Group Advisors, LLC | 1.20% | Reduce -8.7% | 61,631 | $5.6M |
| Central Pacific Bank - Trust Division | 0.74% | Reduce -39.1% | 61,553 | $5.6M |
| Matters Capital LLC | 4.93% | Add +0.5% | 61,408 | $5.6M |
| Brighton Jones LLC | 0.12% | New | 61,368 | $5.6M |
| Fiduciary Group, LLC | 0.47% | Add +0.2% | 61,253 | $5.5M |
| PFG Investments, LLC | 0.26% | Add +2.2% | 61,186 | $5.5M |
| Investment Partners, LTD. | 1.96% | Reduce -1.4% | 60,903 | $5.5M |
| Good Steward Wealth Advisors,LLC | 3.53% | Add +9.9% | 60,727 | $5.5M |
| Fairview Capital Investment Management, LLC | 0.30% | Add +0.1% | 60,586 | $5.5M |
| Segment Wealth Management, LLC | 0.32% | Add +5.9% | 60,493 | $5.5M |
| Mackenzie Financial Corp. | 0.01% | Add +67.8% | 60,139 | $5.4M |
| B. Riley Wealth Advisors, Inc. | 0.35% | Reduce -20.9% | 61,942 | $5.4M |
| Fisher Asset Management | 0.00% | Add +275.2% | 59,983 | $5.4M |
| TritonPoint Partners, LLC | 2.00% | Add +7.7% | 59,910 | $5.4M |
| Greykasell Wealth Strategies, Inc. | 2.19% | Add +0.7% | 59,876 | $5.4M |
| TD Waterhouse Canada Inc. | 0.02% | Add +4.8% | 58,913 | $5.4M |
| Premier Private Wealth Management LLC | 5.68% | Add +0.9% | 59,459 | $5.4M |
| Up Capital Management, Inc. | 6.03% | New | 59,358 | $5.4M |
| Ellevest, Inc. | 0.74% | Reduce -1.2% | 59,041 | $5.3M |
| PCM Encore, LLC | 1.10% | Reduce -0.1% | 58,988 | $5.3M |
| Portside Wealth Group, LLC | 0.72% | New | 58,953 | $5.3M |
| Transcend Capital Advisors, LLC | 0.43% | Add +8.7% | 58,814 | $5.3M |
| Smith Shellnut Wilson LLC | 2.33% | Reduce -0.6% | 58,622 | $5.3M |
| Oppenheimer & Co. Inc. | 0.06% | Add +5.4% | 58,485 | $5.3M |
| Kaydan Wealth Management, Inc. | 1.77% | Add +4.6% | 58,426 | $5.3M |
| Renasant Bank | 3.73% | Add +86.6% | 58,241 | $5.3M |
| GGM Financial LLC | 2.42% | Add +40.5% | 58,174 | $5.3M |
| Allie Family Office LLC | 2.29% | Add +15.1% | 57,931 | $5.3M |
| Mach-1 Financial Group, LLC | 1.85% | Add +14.7% | 58,035 | $5.3M |
| Howe & Rusling Inc. | 0.34% | Add +10.0% | 57,658 | $5.2M |
| Stock Yards Bank & Trust Co. | 0.16% | Add +21.5% | 57,096 | $5.2M |
| Orrstown Financial Services Inc. | 0.86% | Add +12.6% | 57,049 | $5.2M |
| Traveka Wealth, LLC | 1.97% | Add +0.5% | 57,023 | $5.2M |
| Joel Adams & Associates, Inc. | 3.83% | Reduce -0.9% | 57,022 | $5.2M |
| Sapient Capital LLC | 0.08% | Add +6.9% | 56,473 | $5.1M |
| Valmark Advisers, Inc. | 0.06% | Add +16.5% | 56,246 | $5.1M |
| Wilmington Savings Fund Society, FSB | 0.12% | Add +6.0% | 56,212 | $5.1M |
| Blue Trust, Inc. | 0.06% | Reduce -11.8% | 55,837 | $5.1M |
| William Howard & Co Financial Advisors Inc | 4.36% | Reduce -0.6% | 55,734 | $5.0M |
| Liberty Wealth Management LLC | 0.63% | Reduce -7.2% | 55,442 | $5.0M |
| Gold Investment Management Ltd. | 1.56% | Add +13.0% | 55,535 | $5.0M |
| Koshinski Asset Management, Inc. | 0.31% | Add +0.3% | 55,349 | $5.0M |
| AtlasMark Financial, Inc | 3.21% | No change | 55,471 | $5.0M |
| Wright Wealth LLC | 3.32% | Add +1.1% | 54,742 | $5.0M |
| Eley Financial Management, Inc | 1.78% | Add +2.8% | 54,607 | $4.9M |
| Tanglewood Wealth Management, Inc. | 0.41% | Reduce -2.7% | 54,279 | $4.9M |
| Prism Advisors, Inc. | 1.31% | Add +0.0% | 54,175 | $4.9M |
| Fortitude Family Office, LLC | 1.09% | No change | 53,550 | $4.8M |
| Pembroke Management, LTD | 0.70% | Reduce -1.9% | 53,462 | $4.8M |
| Cambient Family Office, LLC | 0.67% | Add +0.6% | 53,077 | $4.8M |
| High Net Worth Advisory Group LLC | 1.12% | Reduce -0.8% | 53,045 | $4.8M |
| Arax Advisory Partners | 0.14% | Reduce -18.4% | 52,783 | $4.8M |
| FDx Advisors, Inc. | 1.53% | New | 52,782 | $4.8M |
| Old Port Advisors | 1.10% | Add +3.0% | 52,766 | $4.8M |
| Wealth Alliance, LLC | 0.47% | Reduce -9.8% | 52,566 | $4.8M |
| Gentry Private Wealth, LLC | 2.86% | Add +14.9% | 52,510 | $4.8M |
| Adelphi Trust Co | 3.86% | Add +0.4% | 52,401 | $4.7M |
| Henderson Brothers Financial Partners, LLC | 1.20% | — | 52,401 | $4.7M |
| AAF Wealth Management, LLC | 1.95% | Reduce -7.0% | 52,380 | $4.7M |
| Crusonia Wealth Advisors LLC | 0.98% | Add +0.5% | 52,338 | $4.7M |
| Trivium Point Advisory, LLC | 0.85% | Reduce -0.4% | 52,161 | $4.7M |
| Palisade Asset Management, LLC | 0.47% | Add +1.7% | 52,014 | $4.7M |
| Legacy Financial Advisors, Inc. | 0.66% | Reduce -6.3% | 51,941 | $4.7M |
| Hofer & Associates. Inc | 2.50% | Add +2.7% | 51,477 | $4.7M |
| Patten Group, Inc. | 0.81% | Add +1.4% | 51,413 | $4.7M |
| FAS Wealth Partners, Inc. | 0.29% | Reduce -0.2% | 51,399 | $4.7M |
| Claro Advisors Inc. | 0.56% | Add +85.6% | 51,197 | $4.6M |
| NorthRock Partners, LLC | 0.07% | Reduce -7.2% | 51,195 | $4.6M |
| Okabena Investment Services Inc. | 0.89% | Add +5.8% | 50,965 | $4.6M |
| Signet Financial Management, LLC | 0.52% | Reduce -1.9% | 50,783 | $4.6M |
| SteelPeak Wealth, LLC | 0.14% | Add +352.2% | 50,663 | $4.6M |
| CVA Family Office, LLC | 0.48% | Add +7.8% | 50,609 | $4.6M |
| Macroview Investment Management LLC | 3.20% | Add +4.5% | 50,585 | $4.6M |
| Rinkey Investments | 1.17% | No change | 50,383 | $4.6M |
| Merkkuri Wealth Advisors LLC | 3.02% | Add +0.0% | 50,348 | $4.6M |
| Choate Investment Advisors | 0.09% | Add +13.1% | 50,291 | $4.6M |
| Sound View Wealth Advisors Group, LLC | 0.31% | Add +2.9% | 50,261 | $4.6M |
| Boyd Wealth Management, LLC | 1.92% | Reduce -0.1% | 50,114 | $4.5M |
| Box Hill Private Wealth LLC | 4.47% | Add +27.0% | 49,928 | $4.5M |
| Avior Wealth Management, LLC | 0.13% | Reduce -7.7% | 49,721 | $4.5M |
| Element Wealth, LLC | 1.86% | Add +5.2% | 49,651 | $4.5M |
| Trust Point Inc. | 0.39% | Add +6.2% | 49,466 | $4.5M |
| Clear Creek Financial Management, LLC | 0.34% | New | 49,462 | $4.5M |
| Canvas Wealth Advisors, LLC | 0.76% | Reduce -18.3% | 49,315 | $4.5M |
| SkyView Investment Advisors, LLC | 0.60% | Add +0.0% | 49,185 | $4.5M |
| Lodestar Private Asset Management LLC | 0.44% | Add +23.9% | 49,157 | $4.5M |
| Invera Wealth Advisors, LLC | 2.81% | Reduce -3.5% | 48,349 | $4.4M |
| Rock Creek Group LLC | 0.44% | Reduce -7.7% | 48,089 | $4.4M |
| Aptus Capital Advisors, LLC | 0.04% | Reduce -3.3% | 48,007 | $4.3M |
| Diversified Enterprises, LLC | 0.24% | Add +6.2% | 47,846 | $4.3M |
| RFG Advisory, LLC | 0.08% | Add +106.2% | 47,794 | $4.3M |
| REDW Wealth LLC | 1.72% | Reduce -6.8% | 47,750 | $4.3M |
| Johnson Investment Counsel Inc. | 0.03% | Add +38.2% | 47,730 | $4.3M |
| Ellis Investment Partners, LLC | 0.75% | Add +2.0% | 47,681 | $4.3M |
| Schiavi & Co LLC | 1.28% | Add +1.4% | 47,479 | $4.3M |
| Sage Mountain Advisors LLC | 0.30% | Add +12.9% | 47,477 | $4.3M |
| Strategic Equity Management | 1.61% | Reduce -66.1% | 47,399 | $4.3M |
| New Hampshire Trust | 0.86% | Add +9.5% | 47,339 | $4.3M |
| Hamilton Wealth, LLC | 0.83% | Add +34.1% | 47,301 | $4.3M |
| Princeton Global Asset Management LLC | 0.70% | Add +25.5% | 47,075 | $4.3M |
| Global Trust Wealth Management LLC | 3.22% | Reduce -3.4% | 47,022 | $4.3M |
| Advisor OS, LLC | 0.31% | Add +535.6% | 47,017 | $4.3M |
| Inspire Advisors, LLC | 0.35% | Reduce -1.1% | 46,890 | $4.2M |
| Wakefield Asset Management LLLP | 1.12% | Reduce -0.9% | 46,866 | $4.2M |
| Toronto Dominion Bank | 0.01% | Reduce -10.0% | 46,626 | $4.2M |
| Beam Wealth Advisors, Inc. | 1.05% | Add +6.6% | 46,470 | $4.2M |
| Leavell Investment Management, Inc. | 0.17% | Add +0.9% | 46,176 | $4.2M |
| Williams Jones Wealth Management, LLC. | 0.05% | Add +15.8% | 46,152 | $4.2M |
| North Star Investment Management Corp. | 0.25% | Add +5.9% | 45,693 | $4.1M |
| Centerpoint Advisors, LLC | 1.34% | Reduce -0.6% | 45,603 | $4.1M |
| Islay Capital Management, LLC | 2.06% | Add +39.6% | 44,678 | $4.0M |
| Fi3 FINANCIAL ADVISORS, LLC | 1.16% | Reduce -17.9% | 44,507 | $4.0M |
| Helium Advisors LLC | 3.84% | Reduce -7.4% | 44,329 | $4.0M |
| Clarus Wealth Advisors | 1.70% | New | 43,512 | $4.0M |
| Vilga Financial Planning LLC | 3.56% | Reduce -0.1% | 44,015 | $4.0M |
| Vanguard National Trust Co | 0.25% | — | 43,980 | $4.0M |
| Wealthedge Investment Advisors, LLC | 1.46% | Reduce -18.0% | 43,863 | $4.0M |
| PACK Private Wealth, LLC | 1.82% | No change | 43,743 | $4.0M |
| Vista Finance, LLC | 3.10% | New | 43,084 | $3.9M |
| JT Stratford LLC | 0.50% | Add +2.6% | 43,073 | $3.9M |
| Stolper Co | 1.10% | Add +249.1% | 15,990 | $3.9M |
| CSM Advisors, LLC | 0.10% | No change | 42,684 | $3.9M |
| Soltis Investment Advisors LLC | 0.25% | Add +4.7% | 42,606 | $3.9M |
| Beese Fulmer Investment Management, Inc. | 0.25% | Add +7.7% | 42,361 | $3.8M |
| Mutual Advisors, LLC | 0.08% | Add +4.9% | 42,306 | $3.8M |
| 2UniFi Bank | 1.85% | Reduce -0.5% | 42,265 | $3.8M |
| Montag A & Associates Inc. | 0.18% | Add +845.5% | 42,121 | $3.8M |
| Financial Planning Navigators CORP | 1.67% | Add +32.7% | 42,105 | $3.8M |
| JPL Wealth Management, LLC | 0.88% | Reduce -3.1% | 42,102 | $3.8M |
| Birchcreek Wealth Management, LLC | 1.83% | Add +2.0% | 41,969 | $3.8M |
| M Holdings Securities, Inc. | 0.26% | Add +1.1% | 40,753 | $3.8M |
| Wilshire Advisors LLC | 38.03% | Reduce -10.7% | 41,854 | $3.8M |
| Emerald Advisors, LLC | 0.47% | Reduce -39.5% | 41,832 | $3.8M |
| Jump Financial, LLC | 0.06% | Reduce -20.9% | 41,748 | $3.8M |
| Plimoth Trust Co. LLC | 0.84% | Add +23.5% | 41,743 | $3.8M |
| Intrua Financial, LLC | 0.40% | Reduce -0.6% | 41,600 | $3.8M |
| Essex Financial Services, Inc. | 0.21% | Add +12.5% | 41,183 | $3.7M |
| Bridges Investment Management Inc. | 0.05% | Reduce -4.2% | 41,009 | $3.7M |
| Certuity, LLC | 0.24% | Reduce -6.8% | 40,997 | $3.7M |
| Invst, LLC | 0.42% | Add +53.8% | 40,700 | $3.7M |
| Sierra Capital LLC | 0.40% | Reduce -1.4% | 40,367 | $3.7M |
| Colonial Trust Advisors | 0.28% | Add +1.8% | 40,251 | $3.6M |
| BWM Planning, LLC | 0.96% | No change | 40,166 | $3.6M |
| Jefferies Financial Group Inc. | 0.05% | New | 40,092 | $3.6M |
| SWP Financial LLC | 1.84% | Add +7.2% | 39,752 | $3.6M |
| Capital Advantage, Inc. | 0.47% | Reduce -0.8% | 39,690 | $3.6M |
| Windward Private Wealth Management Inc. | 1.24% | Reduce -5.6% | 39,466 | $3.6M |
| Bigelow Investment Advisors, LLC | 1.43% | Add +5.4% | 39,367 | $3.6M |
| North Berkeley Wealth Management, LLC | 1.88% | Add +190.9% | 39,326 | $3.6M |
| Kestra Investment Management, LLC | 0.06% | Add +11.2% | 39,089 | $3.5M |
| Evanson Asset Management, LLC | 0.19% | No change | 39,034 | $3.5M |
| Flagship Harbor Advisors, LLC | 0.16% | New | 38,997 | $3.5M |
| Patton Albertson Miller Group, LLC | 0.42% | Reduce -0.1% | 38,980 | $3.5M |
| Madison Wealth Partners, Inc | 0.56% | Add +0.5% | 38,952 | $3.5M |
| Inman Jager Wealth Management, LLC | 2.05% | Reduce -3.2% | 38,833 | $3.5M |
| Forefront Wealth Partners, LLC | 1.45% | Add +12.0% | 38,378 | $3.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Reduce -2.3% | 38,296 | $3.5M |
| Tompkins Financial Corp. | 0.27% | Add +7.6% | 37,729 | $3.4M |
| Powerhouse Assets LLC | 2.97% | Reduce -0.3% | 37,715 | $3.4M |
| Shufro Rose & Co. LLC | 0.23% | Reduce -0.1% | 37,248 | $3.4M |
| Red Crane Wealth Management, LLC | 2.77% | Reduce -4.6% | 37,132 | $3.4M |
| Moneco Advisors, LLC | 0.26% | Reduce -0.7% | 37,127 | $3.4M |
| Parsons Capital Management Inc. | 0.15% | Add +8.6% | 37,126 | $3.4M |
| Bryn Mawr Trust Advisors, LLC | 0.16% | Add +0.1% | 37,089 | $3.4M |
| Aletheian Wealth Advisors LLC | 1.63% | — | 36,998 | $3.3M |
| LGL Partners, LLC | 1.37% | Add +8.4% | 36,838 | $3.3M |
| Tobias Financial Advisors, Inc. | 0.46% | Add +23.0% | 36,750 | $3.3M |
| Beacon Bridge Wealth Partners, LLC | 1.11% | Reduce -0.7% | 36,697 | $3.3M |
| FFT Wealth Management LLC | 0.60% | Add +214.6% | 36,586 | $3.3M |
| Cambridge Financial Group, LLC | 1.12% | Reduce -0.9% | 36,522 | $3.3M |
| Chesley Taft & Associates LLC | 0.14% | No change | 36,273 | $3.3M |
| Integrity Wealth Advisors, Inc. | 1.97% | Add +84.6% | 36,233 | $3.3M |
| HCR Wealth Advisors | 0.34% | Add +1.4% | 36,210 | $3.3M |
| Blue Fin Capital, Inc. | 0.54% | Add +26.8% | 36,083 | $3.3M |
| KPP Advisory Services LLC | 0.47% | New | 36,051 | $3.3M |
| Hobbs Group Advisors, LLC | 0.97% | Add +3.5% | 35,839 | $3.2M |
| Retirement Planning Group, LLC | 0.10% | Add +597.0% | 35,694 | $3.2M |
| Kaleidoscope Capital LP | 1.24% | Reduce -6.8% | 35,671 | $3.2M |
| Leigh Baldwin & Co., LLC | 2.09% | Add +3.6% | 35,622 | $3.2M |
| 4Thought Financial Group Inc. | 1.59% | Reduce -13.9% | 35,601 | $3.2M |
| AdvisorNet Financial, Inc | 0.17% | Add +2.8% | 35,589 | $3.2M |
| Fifth Third Securities, Inc. | 0.21% | New | 35,563 | $3.2M |
| Bearing Point Capital, LLC | 0.50% | Reduce -7.2% | 35,400 | $3.2M |
| Chris Bulman Inc | 1.40% | Reduce -7.1% | 35,387 | $3.2M |
| Maimon Wealth Management LTD. | 2.81% | Add +5.7% | 36,495 | $3.2M |
| Cooper Financial Group | 0.32% | Add +53.3% | 35,333 | $3.2M |
| Strategy Asset Managers LLC | 0.52% | Add +6.3% | 35,299 | $3.2M |
| Penobscot Investment Management Company, Inc. | 0.25% | Add +22.8% | 35,209 | $3.2M |
| Roble, Belko & Company, Inc | 0.40% | Reduce -44.2% | 35,181 | $3.2M |
| Pinnacle Bancorp, Inc. | 0.94% | Add +10.0% | 35,153 | $3.2M |
| Members Wealth LLC | 1.90% | Add +10.4% | 33,350 | $3.2M |
| Fiduciary Financial Advisors | 2.83% | — | 35,063 | $3.2M |
| Schneider Downs Wealth Management Advisors, LP | 0.35% | No change | 34,929 | $3.2M |
| JGP Wealth Management, LLC | 0.33% | Add +7.7% | 34,926 | $3.2M |
| Flagstar Securities, Inc. | 1.14% | Add +7.2% | 34,894 | $3.2M |
| Dravo Bay LLC | 1.27% | Add +5.6% | 34,647 | $3.1M |
| Madison Asset Management, LLC | 0.04% | Add +273.8% | 34,564 | $3.1M |
| Purewater Capital LLC | 2.99% | — | 34,485 | $3.1M |
| First Financial Bankshares Inc | 0.06% | No change | 34,383 | $3.1M |
| Smith, Moore & Co. | 0.23% | Add +37.5% | 34,307 | $3.1M |
| Stratos Wealth Advisors, LLC | 0.19% | Reduce -0.3% | 34,293 | $3.1M |
| AMG Asset Management Group, Inc. | 2.40% | New | 34,211 | $3.1M |
| Hollencrest Capital Management | 0.12% | Reduce -1.3% | 34,191 | $3.1M |
| Empower Advisory Group, LLC | 0.01% | Add +1.5% | 34,145 | $3.1M |
| Quadrant Private Wealth Management, LLC | 0.48% | Add +17.6% | 34,065 | $3.1M |
| YANKCOM Partnership | 1.27% | No change | 34,061 | $3.1M |
| Wealthfront Advisers LLC | 0.01% | Add +12.9% | 34,006 | $3.1M |
| Fiduciary Alliance LLC | 0.19% | Add +5.1% | 31,784 | $3.1M |
| Arkansas Financial Group, Inc. | 0.43% | Add +2.6% | 31,944 | $3.0M |
| Cornerstone National Bank & Trust Co | 1.12% | New | 33,063 | $3.0M |
| Capital Advisors, Ltd. LLC | 0.35% | Add +2.7% | 33,558 | $3.0M |
| Compton Financial Group, LLC | 0.67% | Reduce -12.8% | 33,525 | $3.0M |
| Titleist Asset Management, LLC | 0.23% | Add +384.5% | 33,500 | $3.0M |
| QRG Capital Management, Inc. | 0.03% | Add +30.3% | 33,199 | $3.0M |
| Storen Legacy Partners, LLC | 0.94% | New | 33,154 | $3.0M |
| Sentinel Advisory Group, LLC | 1.46% | — | 33,053 | $3.0M |
| Fire Capital Management LLC | 1.40% | Reduce -0.3% | 32,967 | $3.0M |
| Vestcor Inc | 0.08% | Add +0.6% | 32,859 | $3.0M |
| Laird Norton Wetherby Trust Company, LLC | 0.06% | Reduce -0.2% | 32,858 | $3.0M |
| Glenview Trust Co | 0.05% | Add +2.6% | 32,692 | $3.0M |
| Peak Financial Management, Inc. | 0.75% | No change | 32,598 | $3.0M |
| Lineweaver Wealth Advisors, LLC | 0.40% | Add +2.1% | 32,573 | $2.9M |
| Biltmore Family Office, LLC | 0.41% | Add +2.5% | 32,368 | $2.9M |
| Ignite Planners, LLC | 0.45% | Reduce -0.9% | 32,351 | $2.9M |
| 180 Wealth Advisors, LLC | 0.33% | Reduce -0.8% | 32,282 | $2.9M |
| Phillips Financial Management, LLC | 0.21% | Reduce -14.3% | 32,213 | $2.9M |
| Vigilare Wealth Management | 0.98% | Reduce -54.4% | 32,120 | $2.9M |
| Thayer Partners, LLC / MA | 1.38% | Add +6.6% | 32,107 | $2.9M |
| Bryant Woods Investment Advisors, LLC | 1.07% | Add +18.6% | 32,106 | $2.9M |
| Wealth Enhancement Trust Services, Inc. | 0.35% | Add +83.5% | 32,036 | $2.9M |
| ADG Wealth Management Group, LLC | 2.00% | Add +0.4% | 32,010 | $2.9M |
| Ascentis Independent Advisors | 0.22% | Add +130.8% | 31,942 | $2.9M |
| Independence Bank of Kentucky | 0.36% | Add +16.1% | 31,800 | $2.9M |
| Cowa, LLC | 0.84% | Reduce -24.9% | 31,714 | $2.9M |
| Pathfinder Wealth Consulting, Inc. | 1.86% | Reduce -2.5% | 31,694 | $2.9M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -8.6% | 31,693 | $2.9M |
| Owl Creek Wealth Partners LLC | 1.02% | — | 31,679 | $2.9M |
| Operose Advisors LLC | 0.66% | Add +4.8% | 31,604 | $2.9M |
| Kanawha Capital Management LLC | 0.20% | Reduce -17.2% | 31,532 | $2.9M |
| First Horizon Corp. | 0.12% | Reduce -7.5% | 31,470 | $2.8M |
| Colton Groome Financial Advisors, LLC | 0.81% | Reduce -1.2% | 31,437 | $2.8M |
| Asset Advisory Group, Inc. | 1.43% | Add +3.9% | 31,383 | $2.8M |
| Kings Path Partners LLC | 0.98% | Reduce -2.9% | 31,337 | $2.8M |
| Morton Capital Management LLC | 0.42% | Add +17.9% | 31,306 | $2.8M |
| Heritage Family Offices, LLP | 1.26% | Reduce -9.0% | 31,301 | $2.8M |
| Nilsine Partners, LLC | 0.22% | Reduce -0.2% | 29,880 | $2.8M |
| Pursuit Wealth Strategies, LLC | 3.93% | Reduce -1.4% | 31,211 | $2.8M |
| Corsicana & Co. | 1.76% | Add +0.6% | 36,825 | $2.8M |
| Portfolio Resources Advisor Group, Inc. | 2.76% | Add +21.8% | 30,668 | $2.8M |
| Apeiron RIA LLC | 0.64% | Add +0.4% | 30,656 | $2.8M |
| Cornerstone Advisors Asset Management, LLC | 0.43% | Reduce -3.5% | 30,566 | $2.8M |
| Infinity Wealth Counsel, LLC | 2.54% | Reduce -0.1% | 30,545 | $2.8M |
| Grant Street Asset Management, Inc. | 0.53% | Reduce -3.2% | 30,494 | $2.8M |
| PFG Advisors | 0.13% | Reduce -18.9% | 30,388 | $2.8M |
| Richmond Investment Services, LLC | 0.44% | Add +38.8% | 30,216 | $2.7M |
| Cyndeo Wealth Partners, LLC | 0.14% | Add +5.0% | 30,168 | $2.7M |
| Ferguson Wellman Capital Management, Inc. | 0.04% | New | 30,007 | $2.7M |
| 3Chopt Investment Partners, LLC | 0.62% | Reduce -0.5% | 29,742 | $2.7M |
| IFS Group,LLC | 2.39% | — | 29,649 | $2.7M |
| Clearview Wealth Management LLC | 1.89% | — | 29,535 | $2.7M |
| Wharton Business Group, LLC | 0.10% | Reduce -3.7% | 29,518 | $2.7M |
| HBK Sorce Advisory LLC | 0.05% | Add +7.6% | 27,429 | $2.7M |
| Vanguard Advisers Inc. | 0.01% | — | 29,420 | $2.7M |
| Jacobi Capital Management LLC | 0.15% | Add +0.5% | 29,408 | $2.7M |
| Evoke Wealth, LLC | 0.05% | Add +0.5% | 29,353 | $2.7M |
| Arete Wealth Advisors, LLC | 0.20% | Reduce -9.2% | 29,245 | $2.6M |
| Foundations Investment Advisors, LLC | 0.03% | Add +14.3% | 29,205 | $2.6M |
| Thoroughbred Financial Services, LLC | 0.16% | Add +4.5% | 29,204 | $2.6M |
| Integrity Alliance, Llc. | 0.10% | Add +4.1% | 29,140 | $2.6M |
| Argonautica Private Wealth Management, Inc. | 0.80% | Reduce -0.3% | 29,085 | $2.6M |
| Richard P Slaughter Associates Inc | 0.57% | Reduce -4.5% | 29,068 | $2.6M |
| Steel Grove Capital Advisors, LLC | 0.28% | Reduce -3.5% | 29,015 | $2.6M |
| Allworth Financial LP | 0.01% | Reduce -1.7% | 28,826 | $2.6M |
| Verus Capital Partners, LLC | 0.18% | Add +8.1% | 28,628 | $2.6M |
| Brown Wealth Management, LLC | 0.66% | Reduce -0.9% | 28,573 | $2.6M |
| Balefire, LLC | 0.49% | Add +0.6% | 28,486 | $2.6M |
| Mayport, LLC | 0.48% | Add +20.8% | 28,455 | $2.6M |
| Brand Asset Management Group, Inc. | 0.67% | Add +805.8% | 28,369 | $2.6M |
| Endowment Wealth Management, Inc. | 1.13% | Reduce -20.1% | 28,322 | $2.6M |
| Keystone Global Partners, LLC | 1.14% | Reduce -15.0% | 28,145 | $2.5M |
| Godshalk Welsh Capital Management, Inc. | 1.47% | Add +0.8% | 27,990 | $2.5M |
| Strategic Blueprint, LLC | 0.15% | Reduce -5.3% | 27,919 | $2.5M |
| Investment Advisory Group, LLC | 0.64% | Add +0.8% | 27,877 | $2.5M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +9.5% | 27,828 | $2.5M |
| St. Louis Trust Co | 0.29% | No change | 27,815 | $2.5M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.31% | Add +1.5% | 27,790 | $2.5M |
| Verdence Capital Advisors LLC | 0.15% | Reduce -6.9% | 27,778 | $2.5M |
| Slagle Financial, LLC | 0.83% | Add +0.5% | 27,748 | $2.5M |
| AA Financial Advisors, LLC | 0.35% | Reduce -16.6% | 27,714 | $2.5M |
| Steelhead Wealth Management LLC | 1.27% | — | 27,664 | $2.5M |
| Maseco LLP | 0.08% | Reduce -11.1% | 27,608 | $2.5M |
| Morton Brown Family Wealth, LLC | 0.66% | Reduce -0.1% | 27,408 | $2.5M |
| Proficio Capital Partners LLC | 0.13% | No change | 27,289 | $2.5M |
| CrossGen Wealth, LLC | 2.16% | Add +57.0% | 27,199 | $2.5M |
| Burling Wealth Partners, LLC | 0.40% | Add +0.8% | 27,197 | $2.5M |
| Firestone Capital Management | 0.51% | Reduce -4.7% | 27,056 | $2.4M |
| Kingswood Wealth Advisors, LLC | 0.12% | Add +20.7% | 26,822 | $2.4M |
| HighPoint Advisor Group LLC | 0.10% | Reduce -4.3% | 26,725 | $2.4M |
| GWN Securities Inc. | 0.46% | Reduce -3.6% | 26,691 | $2.4M |
| Envision Financial LLC | 1.30% | Reduce -7.3% | 26,665 | $2.4M |
| Sax Wealth Advisors, LLC | 0.12% | Reduce -0.5% | 26,787 | $2.4M |
| Ascentis Wealth Management, LLC | 0.51% | Add +4.8% | 26,422 | $2.4M |
| Rainier Family Wealth Inc. | 1.60% | Add +14.9% | 26,310 | $2.4M |
| Dynamic Financial Group | 1.94% | Add +19.1% | 26,253 | $2.4M |
| Keystone Financial Group | 0.16% | Add +1.5% | 26,027 | $2.4M |
| Zions Bancorporation, National Association | 0.15% | No change | 26,184 | $2.4M |
| CWS Financial Advisors, LLC | 0.61% | Reduce -28.6% | 26,095 | $2.4M |
| Evolve Private Wealth, LLC | 0.13% | Add +262.1% | 26,038 | $2.4M |
| United Advisor Group, LLC | 0.29% | Add +17.3% | 25,966 | $2.4M |
| Quent Capital, LLC | 0.17% | Reduce -0.5% | 25,897 | $2.3M |
| Secured Retirement Advisors, LLC | 1.32% | Reduce -2.7% | 25,819 | $2.3M |
| Aegis Wealth Management LLC | 1.33% | No change | 25,735 | $2.3M |
| Fiera Capital Corp | 0.01% | No change | 25,681 | $2.3M |
| CreativeOne Wealth, LLC | 0.05% | Add +1.8% | 25,609 | $2.3M |
| Paladin Advisory Group, LLC | 1.76% | Reduce -7.5% | 25,571 | $2.3M |
| OFS Enterprise LLC | 0.68% | — | 25,536 | $2.3M |
| Collective Family Office LLC | 0.52% | Reduce -9.3% | 25,483 | $2.3M |
| Tsfg, LLC | 0.35% | Add +0.6% | 25,455 | $2.3M |
| Charter Oak Capital Management, LLC | 0.18% | Add +15.9% | 25,449 | $2.3M |
| Colter Lewis Investment Partners LLC | 2.16% | Add +2.9% | 25,387 | $2.3M |
| Wiser Wealth Management, Inc | 0.50% | Add +11.1% | 25,380 | $2.3M |
| Krilogy Financial LLC | 0.07% | Add +17.2% | 23,770 | $2.3M |
| City National Bank of Florida | 1.36% | Add +2.5% | 25,130 | $2.3M |
| Sentinel Trust Co. Lba | 0.23% | Reduce -0.3% | 25,022 | $2.3M |
| NorthCoast Asset Management LLC | 0.05% | Add +107.5% | 24,987 | $2.3M |
| Brady Family Wealth, LLC | 0.70% | Add +44.0% | 24,967 | $2.3M |
| Inkwell Capital LLC | 2.29% | Reduce -0.4% | 24,811 | $2.2M |
| Heritage Trust Co | 0.23% | Add +0.5% | 24,785 | $2.2M |
| Synergy Investment Management, LLC | 0.73% | Add +0.7% | 24,669 | $2.2M |
| Lee Financial Co | 0.31% | No change | 24,658 | $2.2M |
| Panoramic Investment Advisors, LLC | 1.21% | Add +1.4% | 24,628 | $2.2M |
| Prudential PLC | 0.02% | Reduce -33.1% | 24,600 | $2.2M |
| Endeavor Private Wealth, Inc. | 0.64% | Reduce -8.7% | 24,570 | $2.2M |
| Sanchez Gaunt Capital Management, LLC | 1.37% | — | 24,291 | $2.2M |
| Warner Financial, Inc. | 0.75% | Add +1.6% | 24,264 | $2.2M |
| Winthrop Advisory Group LLC | 0.18% | Add +9.3% | 24,266 | $2.2M |
| Knightsbridge Asset Management, LLC | 0.30% | Add +1.4% | 24,111 | $2.2M |
| Welch & Forbes LLC | 0.03% | Add +68.5% | 24,092 | $2.2M |
| Salem Investment Counselors Inc. | 0.06% | Add +72.1% | 24,064 | $2.2M |
| Strategic Wealth Partners, Ltd. | 0.15% | Add +12.8% | 24,011 | $2.2M |
| Cascade Financial Partners, LLC | 0.22% | Reduce -0.1% | 23,998 | $2.2M |
| Colonial Trust Co / SC | 0.29% | Reduce -5.4% | 23,952 | $2.2M |
| Wedbush Securities Inc. | 0.06% | Reduce -3.6% | 23,829 | $2.2M |
| Cypress Capital Group | 0.24% | Add +13.5% | 23,671 | $2.1M |
| JDM Financial Group LLC | 0.83% | Add +7.0% | 23,667 | $2.1M |
| Stonebrook Private Inc. | 0.46% | Add +2.6% | 23,643 | $2.1M |
| Gilbert & Cook, Inc. | 0.28% | Reduce -2.8% | 23,632 | $2.1M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +13.2% | 23,611 | $2.1M |
| Perennial Investment Advisors, LLC | 0.17% | Add +13.5% | 23,569 | $2.1M |
| Lexington Hill Partners, LLC | 1.21% | No change | 23,557 | $2.1M |
| Williams & Novak, LLC | 1.59% | Reduce -1.1% | 23,112 | $2.1M |
| Simplicity Wealth,LLC | 0.12% | Add +13.5% | 23,418 | $2.1M |
| Matauro, LLC | 0.31% | Add +1.9% | 23,368 | $2.1M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Add +262.2% | 23,252 | $2.1M |
| PW Nova Financial Services LLC | 0.57% | Add +14.1% | 23,205 | $2.1M |
| PGIM Custom Harvest LLC | 0.03% | Add +32.1% | 23,191 | $2.1M |
| Level Wealth Management LLC | 0.98% | Add +1.9% | 23,148 | $2.1M |
| Trevian Wealth Management LLC | 1.03% | Add +6.1% | 23,124 | $2.1M |
| LCW Services, LLC | 1.04% | Add +31.2% | 23,082 | $2.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.12% | Reduce -23.7% | 22,988 | $2.1M |
| Disciplined Investments, LLC | 0.74% | Add +0.9% | 22,867 | $2.1M |
| Manchester Capital Management LLC | 0.30% | No change | 22,731 | $2.1M |
| Hassell Wealth Management, LLC | 0.69% | Add +0.2% | 22,717 | $2.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Reduce -89.8% | 22,638 | $2.0M |
| Veracity Capital LLC | 0.73% | Reduce -17.6% | 22,524 | $2.0M |
| Northwest Wealth Management, LLC | 0.31% | Reduce -0.1% | 22,519 | $2.0M |
| Advisors Capital Management, LLC | 0.02% | Reduce -1.6% | 22,502 | $2.0M |
| Black Diamond Financial, LLC | 0.22% | Add +9.4% | 22,441 | $2.0M |
| 1015 Capital Partners, LLC | 1.97% | Add +3.9% | 22,406 | $2.0M |
| Droms Strauss Advisors Inc. /Mo/ | 0.53% | Reduce -0.4% | 22,353 | $2.0M |
| Independent Financial Group, LLC | 0.05% | Add +4.4% | 22,345 | $2.0M |
| Kovack Advisors, Inc. | 0.11% | Add +4.1% | 22,077 | $2.0M |
| Everhart Financial Group, Inc. | 0.17% | Reduce -0.5% | 22,297 | $2.0M |
| STAR Financial Bank | 0.95% | Add +27.4% | 22,215 | $2.0M |
| Waystone Advisors LLC | 1.79% | Reduce -5.0% | 22,185 | $2.0M |
| Well Done, LLC | 0.29% | Add +34.4% | 22,154 | $2.0M |
| Arrowroot Family Office, LLC | 0.66% | Reduce -0.2% | 22,114 | $2.0M |
| Cornerstone Partners Capital Management, LLC | 4.94% | Reduce -13.9% | 21,964 | $2.0M |
| Wolff Wiese Magana LLC | 1.09% | Add +15.9% | 21,868 | $2.0M |
| Ausdal Financial Partners, Inc. | 0.09% | Add +5.1% | 21,813 | $2.0M |
| Harpswell Capital Advisors, LLC | 1.47% | New | 21,786 | $2.0M |
| Rockwood Wealth Management, LLC | 0.14% | Add +7.4% | 21,564 | $2.0M |
| Indivisible Partners | 0.17% | Add +5.8% | 21,533 | $1.9M |
| Debussy Capital Management LP | 0.27% | Reduce -7.1% | 21,496 | $1.9M |
| Pictet North America Advisors SA | 0.19% | New | 21,426 | $1.9M |
| Evercore Wealth Management, LLC | 0.03% | Add +8.6% | 21,296 | $1.9M |
| Wind River Trust Co | 0.72% | No change | 21,203 | $1.9M |
| Rebalance, LLC | 0.11% | Add +1.1% | 21,132 | $1.9M |
| Lee, Kelleher & Klein Wealth Management | 1.13% | Add +14.3% | 20,994 | $1.9M |
| Trueblood Wealth Management, LLC | 0.74% | Add +9.3% | 20,960 | $1.9M |
| First Bank & Trust | 0.30% | Reduce -0.8% | 20,865 | $1.9M |
| Intrepid Financial Planning Group LLC | 0.76% | Add +20.4% | 20,842 | $1.9M |
| Tenzing Financial LLC | 1.42% | Reduce -0.5% | 19,671 | $1.9M |
| Mma Asset Management LLC | 0.66% | Reduce -14.9% | 20,704 | $1.9M |
| Courage Miller Partners, LLC | 0.53% | Add +0.6% | 20,667 | $1.9M |
| Magnolia Capital Advisors LLC | 0.37% | Add +2.5% | 20,624 | $1.9M |
| Valley Wealth Managers, Inc. | 0.12% | Reduce -6.0% | 20,621 | $1.9M |
| MA Private Wealth | 0.32% | Add +8.0% | 20,575 | $1.9M |
| Seven Post Investment Office LP | 0.60% | No change | 20,507 | $1.9M |
| Csenge Advisory Group | 0.09% | Add +7.3% | 20,500 | $1.9M |
| First County Bank | 0.99% | Add +1.3% | 20,437 | $1.9M |
| Fortis Advisors, LLC | 0.93% | Add +25.7% | 20,408 | $1.8M |
| JMG Financial Group, Ltd. | 0.05% | Add +1.0% | 20,303 | $1.8M |
| Fourth Dimension Wealth, LLC | 0.70% | Reduce -3.9% | 20,258 | $1.8M |
| Stone Summit Wealth LLC | 0.51% | Add +52.0% | 20,204 | $1.8M |
| Wellington-Altus USA Inc. | 1.08% | Add +25.7% | 18,916 | $1.8M |
| BIP Wealth, LLC | 0.07% | Reduce -6.8% | 20,168 | $1.8M |
| AlTi Global, Inc. | 0.04% | Add +6.9% | 20,128 | $1.8M |
| Northwest Bancshares, Inc. | 0.36% | Reduce -2.9% | 20,100 | $1.8M |
| Pitcairn Wealth Advisors LLC | 0.17% | No change | 20,284 | $1.8M |
| Embree Financial Group | 0.21% | Reduce -0.1% | 20,002 | $1.8M |
| Milestone Asset Management Group, LLC | 1.06% | Reduce -2.9% | 19,960 | $1.8M |
| Main Street Financial Solutions, LLC | 0.13% | Reduce -1.6% | 19,880 | $1.8M |
| Layline Advisors, LLC | 2.00% | — | 19,793 | $1.8M |
| Icon Wealth Advisors, LLC | 0.12% | Reduce -0.4% | 19,174 | $1.8M |
| LVZ, Inc. | 0.20% | Add +34.3% | 19,773 | $1.8M |
| Highland Financial Advisors, LLC | 0.47% | Reduce -2.0% | 19,696 | $1.8M |
| Capital Investment Management, Inc. | 0.61% | Add +29.1% | 19,672 | $1.8M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.73% | Reduce -17.1% | 19,588 | $1.8M |
| Blueprint Investment Partners LLC | 0.18% | Reduce -4.2% | 19,578 | $1.8M |
| Bison Wealth, LLC | 0.17% | Add +10.1% | 18,232 | $1.8M |
| Cahill Financial Advisors Inc. | 0.19% | Add +0.4% | 19,553 | $1.8M |
| Empirical Asset Management, LLC | 0.47% | Reduce -0.3% | 19,541 | $1.8M |
| Linscomb Wealth, Inc. | 0.08% | Add +767.3% | 19,522 | $1.8M |
| Tufton Capital Management | 0.32% | Add +3.4% | 19,495 | $1.8M |
| Stonebridge Financial Group, LLC | 0.14% | Reduce -15.1% | 19,398 | $1.8M |
| Roger Wittlin Investment Advisory, LLC | 1.43% | Add +11.8% | 19,380 | $1.8M |
| Sheets Smith Wealth Management | 0.20% | Add +14.0% | 19,378 | $1.8M |
| Tred Avon Family Wealth, LLC | 0.58% | Add +11.3% | 19,329 | $1.7M |
| HM Payson & Co. | 0.03% | Add +25.3% | 19,301 | $1.7M |
| Philadelphia Trust Co. | 0.12% | No change | 19,249 | $1.7M |
| IMC-Chicago, LLC | 0.03% | New | 19,173 | $1.7M |
| Wealthgarden F.S. LLC | 1.18% | Add +9.3% | 19,044 | $1.7M |
| Howard Financial Services, LTD. | 0.19% | Reduce -2.0% | 18,983 | $1.7M |
| ETF Portfolio Partners, Inc. | 0.45% | Reduce -15.2% | 18,976 | $1.7M |
| Sovereign Financial Group, Inc. | 0.30% | Add +8.8% | 18,944 | $1.7M |
| LongView Wealth Management | 0.43% | Add +2.5% | 17,705 | $1.7M |
| Xcelsior Advisor Partners LLC | 0.65% | Add +22.0% | 18,881 | $1.7M |
| NTV Asset Management LLC | 0.19% | Add +13.2% | 18,856 | $1.7M |
| Vista Capital Partners, Inc. | 0.17% | Reduce -5.7% | 18,816 | $1.7M |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Add +112.6% | 18,778 | $1.7M |
| Aureus Asset Management, LLC | 0.11% | Add +466.4% | 18,721 | $1.7M |
| Investment Research & Advisory Group, Inc. | 0.59% | Add +0.6% | 18,690 | $1.7M |
| Dana Investment Advisors, Inc. | 0.05% | Add +9.1% | 18,619 | $1.7M |
| Boyum Wealth Architects LLC | 0.70% | Reduce -2.8% | 17,661 | $1.7M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Reduce -8.2% | 18,600 | $1.7M |
| WealthCare Investment Partners, LLC | 0.46% | Add +2.5% | 18,585 | $1.7M |
| SIMA Wealth Partners, LLC | 1.27% | No change | 18,458 | $1.7M |
| Coquina Private Wealth LLC | 1.34% | Reduce -6.8% | 18,374 | $1.7M |
| TOWER TRUST & INVESTMENT Co | 1.09% | Add +4.8% | 18,370 | $1.7M |
| HUB Investment Partners, LLC | 0.04% | Add +24.6% | 18,347 | $1.7M |
| Cherry Tree Wealth Management, LLC | 0.35% | Reduce -0.1% | 18,327 | $1.7M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -4.7% | 18,293 | $1.7M |
| TFC Financial Management, Inc. | 0.20% | Add +10.3% | 18,281 | $1.7M |
| Stephens Inc. | 0.02% | Add +7.8% | 18,268 | $1.7M |
| Hoxton Planning & Management, LLC | 0.50% | Reduce -1.3% | 18,222 | $1.6M |
| Innovative Wealth Building LLC | 1.16% | Add +2.1% | 18,210 | $1.6M |
| Cornerstone Wealth Management, LLC | 0.08% | Reduce -0.1% | 18,169 | $1.6M |
| New Republic Capital, LLC | 0.55% | Add +4.6% | 18,165 | $1.6M |
| Commerce Advisors, LLC | 1.37% | — | 18,009 | $1.6M |
| Columbia Asset Management | 0.31% | Add +11.5% | 17,994 | $1.6M |
| Peterson Wealth Services | 0.40% | Add +16.1% | 17,985 | $1.6M |
| Journey Strategic Wealth LLC | 0.04% | Reduce -0.5% | 17,831 | $1.6M |
| Canandaigua National Corp. | 0.14% | — | 17,819 | $1.6M |
| GAMMA Investing LLC | 0.07% | Reduce -0.5% | 17,722 | $1.6M |
| Aurdan Capital Management, LLC | 0.48% | Add +1.5% | 17,700 | $1.6M |
| One Charles Private Wealth Services, LLC | 0.40% | New | 17,695 | $1.6M |
| Bayban | 1.38% | Add +0.9% | 17,584 | $1.6M |
| Kooman & Associates | 0.47% | Reduce -0.5% | 17,535 | $1.6M |
| Lincoln Capital LLC | 0.30% | Reduce -4.0% | 17,510 | $1.6M |
| Bar Harbor Wealth Management | 0.09% | Add +14.6% | 17,447 | $1.6M |
| Wingate Wealth Advisors, Inc. | 0.84% | Add +0.3% | 17,348 | $1.6M |
| Hicks Capital Management LLC | 1.57% | Add +2.1% | 17,343 | $1.6M |
| Johnson Financial Group, LLC | 0.10% | Reduce -5.4% | 17,327 | $1.6M |
| Ticino Wealth | 0.54% | Reduce -5.8% | 14,574 | $1.6M |
| Beckerman Institutional, LLC | 0.83% | Add +3.9% | 17,270 | $1.6M |
| Denver PWM, LLC | 0.54% | Reduce -45.1% | 16,020 | $1.6M |
| NCM Capital Management, LLC | 0.56% | No change | 17,192 | $1.6M |
| Ballast Rock Private Wealth LLC | 0.86% | Reduce -0.2% | 17,177 | $1.6M |
| Paragon Capital Management Ltd | 0.33% | No change | 17,067 | $1.5M |
| RoundAngle Advisors LLC | 1.15% | Add +0.6% | 17,060 | $1.5M |
| WealthPLAN Partners, LLC | 0.30% | Add +254.0% | 16,988 | $1.5M |
| OneAscent Family Office, LLC | 1.07% | Add +3.4% | 16,976 | $1.5M |
| Coign Capital Advisors LLC | 0.80% | Add +3.6% | 16,827 | $1.5M |
| Black Cypress Capital Management, LLC | 1.09% | Add +9.4% | 16,761 | $1.5M |
| Bestgate Wealth Advisors, LLC | 2.72% | Reduce -11.8% | 16,682 | $1.5M |
| Forte Asset Management LLC | 0.66% | No change | 16,677 | $1.5M |
| Keystone Financial Group, Inc. | 0.78% | No change | 16,576 | $1.5M |
| Activest Wealth Management | 0.26% | Add +0.1% | 16,405 | $1.5M |
| Peak Planning Group, LLC | 0.41% | Add +11.1% | 16,304 | $1.5M |
| Retirement Wealth Solutions LLC | 0.93% | Reduce -0.6% | 16,285 | $1.5M |
| Reflection Asset Management | 0.90% | Reduce -1.1% | 15,653 | $1.5M |
| Kendall Capital Management | 0.30% | No change | 16,217 | $1.5M |
| Focus Financial Network, Inc. | 0.05% | Reduce -10.4% | 16,135 | $1.5M |
| West Bancorporation Inc. | 0.73% | Reduce -6.3% | 16,065 | $1.5M |
| Coordinated Financial Services, Inc. | 0.85% | Reduce -3.4% | 16,036 | $1.5M |
| Shelton Wealth Management, LLC | 0.64% | Reduce -7.7% | 16,001 | $1.4M |
| Arwa LLC | 0.71% | Reduce -1.4% | 15,163 | $1.4M |
| Altfest L J & Co. Inc. | 0.15% | Reduce -2.0% | 15,879 | $1.4M |
| SeaBridge Investment Advisors LLC | 0.24% | No change | 15,782 | $1.4M |
| Focused Alpha, LLC | 0.44% | Reduce -15.0% | 15,726 | $1.4M |
| Saxon Interests, Inc. | 0.49% | Reduce -2.1% | 15,675 | $1.4M |
| Total Clarity Wealth Management, Inc. | 0.33% | Add +107.5% | 15,652 | $1.4M |
| Aries Wealth Management | 0.31% | No change | 15,639 | $1.4M |
| Wealth Management Partners, LLC | 0.40% | Add +43.1% | 15,594 | $1.4M |
| Daymark Wealth Partners, LLC | 0.04% | Reduce -4.2% | 15,591 | $1.4M |
| Navigation Group, LLC | 0.33% | — | 15,588 | $1.4M |
| Pallas Capital Advisors LLC | 0.05% | Reduce -9.2% | 15,524 | $1.4M |
| Rossby Financial, LCC | 0.29% | Add +156.3% | 15,262 | $1.4M |
| Garde Capital, Inc. | 0.08% | Add +62.1% | 15,494 | $1.4M |
| Oxford Financial Group, LTD. LLC | 0.08% | Reduce -0.8% | 15,492 | $1.4M |
| Raffa Wealth Management, LLC | 0.22% | Reduce -55.1% | 15,446 | $1.4M |
| Old Mission Investment Co LLC | 0.32% | Add +5.8% | 15,273 | $1.4M |
| Aspen Wealth Management LLC | 0.28% | Add +56.5% | 15,273 | $1.4M |
| Parisi Gray Wealth Management | 0.33% | Reduce -1.5% | 15,271 | $1.4M |
| Meyer Handelman Co. | 0.04% | New | 15,261 | $1.4M |
| International Assets Investment Management, LLC | 0.10% | Add +3.1% | 15,025 | $1.4M |
| Summit Wealth & Retirement Planning, Inc. | 0.33% | Reduce -10.7% | 15,253 | $1.4M |
| Guardian Wealth Advisors, LLC / NC | 0.09% | Add +0.1% | 15,244 | $1.4M |
| Bear Mountain Capital, Inc. | 0.41% | Reduce -0.1% | 14,186 | $1.4M |
| REAP Financial Group, LLC | 0.27% | Add +21.1% | 15,205 | $1.4M |
| UNIVEST FINANCIAL Corp | 0.08% | Reduce -14.5% | 15,201 | $1.4M |
| Joel Isaacson & Co., LLC | 0.05% | Add +9.2% | 15,152 | $1.4M |
| O'Keefe Stevens Advisory, Inc. | 0.34% | New | 15,151 | $1.4M |
| Sandhill Capital Partners LLC | 0.12% | Add +13.8% | 15,143 | $1.4M |
| Benjamin Edwards Inc. | 0.01% | Reduce -37.6% | 15,120 | $1.4M |
| Victrix Investment Advisors | 0.50% | Add +6.0% | 15,098 | $1.4M |
| Forza Wealth Management, LLC | 0.48% | Add +0.4% | 15,097 | $1.4M |
| Pacific Financial Group Inc. | 0.74% | Reduce -2.7% | 15,093 | $1.4M |
| Sepio Capital, LP | 0.07% | Reduce -8.7% | 15,092 | $1.4M |
| Keebeck Wealth Management | 0.15% | Reduce -15.9% | 15,064 | $1.4M |
| Westmount Partners, LLC | 0.34% | Add +2.7% | 15,037 | $1.4M |
| Klaas Financial Asset Advisors, LLC | 0.19% | Reduce -1.6% | 14,990 | $1.4M |
| PUREfi Wealth, LLC | 0.89% | Add +65.6% | 14,980 | $1.4M |
| Tritonpoint Wealth, LLC | 0.15% | Add +41.7% | 14,975 | $1.4M |
| W Advisors, LLC | 0.69% | Reduce -0.2% | 14,948 | $1.4M |
| Curated Wealth Partners LLC | 0.17% | No change | 14,880 | $1.3M |
| Capital Advisors Wealth Management, LLC | 0.18% | Add +17.1% | 14,805 | $1.3M |
| Foster & Motley Inc. | 0.07% | Reduce -9.4% | 14,786 | $1.3M |
| Inspirion Wealth Advisors, LLC | 0.17% | No change | 14,688 | $1.3M |
| American State Bank (Iowa) | 0.64% | Reduce -0.1% | 14,610 | $1.3M |
| Romano Brothers and Company | 0.15% | Add +2.9% | 14,589 | $1.3M |
| Cynosure Group, LLC | 0.16% | Reduce -17.3% | 14,581 | $1.3M |
| JNBA Financial Advisors | 0.11% | Add +10.8% | 14,557 | $1.3M |
| Noesis Capital Mangement Corp. | 0.19% | Add +21.8% | 14,556 | $1.3M |
| TL Private Wealth | 0.52% | Reduce -1.1% | 13,803 | $1.3M |
| FSM Wealth Advisors, LLC | 0.17% | Add +10.3% | 14,462 | $1.3M |
| Gryphon Financial Partners LLC | 0.14% | Add +13.0% | 14,461 | $1.3M |
| Great Point Wealth Advisors, LLC | 0.24% | Reduce -3.3% | 14,380 | $1.3M |
| Market Street Wealth Management Advisors LLC | 0.21% | Reduce -4.2% | 14,371 | $1.3M |
| BlueSky Wealth Advisors, LLC | 0.17% | Reduce -4.4% | 14,330 | $1.3M |
| Keel Point, LLC | 0.09% | Add +1.9% | 14,319 | $1.3M |
| C M Bidwell & Associates Ltd. | 0.60% | Reduce -0.0% | 14,308 | $1.3M |
| PCG Asset Management, LLC | 1.03% | Add +9.3% | 14,255 | $1.3M |
| Goldstein Advisors, LLC | 0.14% | Add +1.2% | 14,248 | $1.3M |
| Planning Alternatives Ltd. | 0.17% | Reduce -2.5% | 14,217 | $1.3M |
| Compass Ion Advisors, LLC | 0.12% | Add +1.7% | 14,057 | $1.3M |
| Global View Capital Management LLC | 0.34% | Reduce -12.7% | 13,986 | $1.3M |
| Stevens Capital Partners | 0.30% | Reduce -2.0% | 13,853 | $1.3M |
| Trilogy Capital Inc. | 0.06% | Add +6.8% | 13,850 | $1.3M |
| Amplius Wealth Advisors, LLC | 0.10% | Reduce -29.1% | 13,842 | $1.3M |
| StoneX Group Inc. | 0.07% | Reduce -30.1% | 13,829 | $1.3M |
| Cambria Investment Management, L.P. | 0.07% | Reduce -9.1% | 13,829 | $1.3M |
| Maia Wealth LLC | 0.21% | Add +1.8% | 13,760 | $1.2M |
| Noble Family Wealth, LLC | 0.26% | No change | 13,754 | $1.2M |
| McNamara Financial Services, Inc. | 0.24% | Add +2.4% | 13,736 | $1.2M |
| Hill Island Financial LLC | 0.30% | Reduce -0.8% | 13,668 | $1.2M |
| Fort Washington Investment Advisors Inc. | 0.01% | No change | 13,636 | $1.2M |
| Gilpin Wealth Management, LLC | 0.98% | Reduce -0.4% | 13,630 | $1.2M |
| Silverlake Wealth Management LLC | 0.26% | Add +29.1% | 13,528 | $1.2M |
| Wetzel Investment Advisors, Inc. | 0.49% | Reduce -10.2% | 13,494 | $1.2M |
| Watershed Private Wealth LLC | 0.38% | Reduce -3.9% | 13,465 | $1.2M |
| Petros Family Wealth, LLC | 0.86% | Reduce -12.9% | 13,383 | $1.2M |
| Ibex Wealth Advisors | 0.11% | Add +0.2% | 13,286 | $1.2M |
| Realta Investment Advisors | 0.42% | Add +2.6% | 13,234 | $1.2M |
| MFA Wealth Services | 0.79% | Reduce -2.0% | 13,217 | $1.2M |
| Sankala Group LLC | 0.98% | Reduce -0.3% | 13,523 | $1.2M |
| Pinney & Scofield, Inc. | 0.64% | No change | 13,103 | $1.2M |
| Hixon Zuercher, LLC | 0.37% | No change | 13,100 | $1.2M |
| Clarendon Private LLC | 0.91% | Add +7.1% | 13,090 | $1.2M |
| Transamerica Financial Advisors, LLC | 0.10% | Add +64.1% | 13,088 | $1.2M |
| Legacy Capital Wealth Partners, LLC | 0.24% | Add +63.1% | 20,434 | $1.2M |
| Bedminster, LLC | 1.10% | Reduce -4.8% | 13,016 | $1.2M |
| CoreCap Advisors, LLC | 0.04% | Reduce -7.8% | 12,993 | $1.2M |
| GW&K Investment Management, LLC | 0.01% | No change | 12,993 | $1.2M |
| Breakwater Capital Group | 0.16% | Add +0.8% | 12,963 | $1.2M |
| Orleans Capital Management Corp. | 0.79% | No change | 12,956 | $1.2M |
| Tulsa Wealth Advisors, INC | 0.20% | New | 12,896 | $1.2M |
| NorthStar Asset Management LLC | 0.56% | Reduce -1.9% | 12,890 | $1.2M |
| Moors & Cabot, Inc. | 0.05% | Add +4.4% | 12,861 | $1.2M |
| Finley Financial, LLC | 0.54% | No change | 12,825 | $1.2M |
| Founders Financial Alliance, LLC | 0.21% | Add +49.3% | 12,822 | $1.2M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.13% | Add +174.3% | 12,802 | $1.2M |
| Koss-Olinger Consulting, LLC | 0.10% | Add +0.1% | 12,787 | $1.2M |
| K2 Financial Inc. | 0.84% | Reduce -1.8% | 12,151 | $1.2M |
| Tranquility Partners, LLC | 0.43% | Add +9.6% | 12,679 | $1.1M |
| Marin Bay Wealth Advisors, LLC | 0.69% | No change | 12,611 | $1.1M |
| GM Advisory Group, LLC | 0.04% | Reduce -0.7% | 12,561 | $1.1M |
| Penobscot Wealth Management | 0.34% | Reduce -3.6% | 12,525 | $1.1M |
| JRM Investment Counsel, LLC | 0.30% | Reduce -25.1% | 12,461 | $1.1M |
| Strategic Wealth Advisors LLC | 0.90% | Add +2.0% | 12,461 | $1.1M |
| Elm Partners Management LLC | 0.05% | No change | 12,848 | $1.1M |
| Capital Group Private Client Services, Inc. | 0.02% | Add +26.3% | 12,441 | $1.1M |
| BAM Wealth Management, LLC | 0.83% | Add +12.5% | 12,325 | $1.1M |
| Goelzer Investment Management, Inc. | 0.05% | Add +102.8% | 12,322 | $1.1M |
| Newman Dignan & Sheerar, Inc. | 0.23% | New | 12,299 | $1.1M |
| Ellenbecker Investment Group | 0.15% | No change | 12,288 | $1.1M |
| DBK Financial Counsel, LLC | 0.84% | Reduce -3.6% | 12,279 | $1.1M |
| Graybill Wealth Management, LTD. | 0.34% | Reduce -1.9% | 12,262 | $1.1M |
| Davidson Trust Co. | 0.48% | Reduce -2.1% | 12,231 | $1.1M |
| Catalyst Private Wealth, LLC | 0.60% | Add +22.8% | 12,211 | $1.1M |
| Advyzon Investment Management, LLC | 0.10% | Add +144.4% | 12,204 | $1.1M |
| Davis R M Inc. | 0.02% | Reduce -2.5% | 12,065 | $1.1M |
| Angeles Wealth Management, LLC | 0.06% | Reduce -5.8% | 12,042 | $1.1M |
| Evensky & Katz LLC | 0.06% | Reduce -5.5% | 12,027 | $1.1M |
| Root Financial Partners, LLC | 0.05% | Add +56.4% | 12,019 | $1.1M |
| Barnes Dennig Private Wealth Management LLC | 1.08% | Add +0.0% | 12,016 | $1.1M |
| Freedom Investment Management, Inc. | 0.32% | Add +0.1% | 12,007 | $1.1M |
| Essex Bank | 0.24% | Add +5.7% | 11,978 | $1.1M |
| Headlands Technologies LLC | 0.12% | New | 11,977 | $1.1M |
| Victory Financial Group, LLC | 0.13% | Add +6.1% | 11,910 | $1.1M |
| Beacon Capital Management, LLC | 0.19% | Add +9.6% | 11,853 | $1.1M |
| GDS Wealth Management | 0.06% | Reduce -7.5% | 11,851 | $1.1M |
| GC Wealth Management RIA, LLC | 0.04% | Add +101.9% | 11,845 | $1.1M |
| Bulwark Capital Corp | 0.66% | Reduce -0.5% | 11,840 | $1.1M |
| Squarepoint Ops LLC | 0.00% | Add +60.0% | 11,797 | $1.1M |
| Insigneo Advisory Services, LLC | 0.08% | Add +26.4% | 11,771 | $1.1M |
| Triad Wealth Partners, LLC | 0.08% | Add +9.2% | 11,766 | $1.1M |
| Schrum Private Wealth Management LLC | 0.81% | Add +11.5% | 11,762 | $1.1M |
| Clearwave Capital, LLC | 0.73% | No change | 11,755 | $1.1M |
| CM Wealth Advisors LLC | 0.23% | Reduce -2.6% | 11,749 | $1.1M |
| VERITY Wealth Advisors | 0.71% | Add +189.6% | 11,729 | $1.1M |
| Truefg, LLC | 0.28% | Add +0.8% | 11,680 | $1.1M |
| TrueWealth Financial Partners | 0.42% | New | 11,632 | $1.1M |
| Beacon Financial Advisory LLC | 0.24% | Add +1.2% | 11,598 | $1.0M |
| Vertex Planning Partners, LLC | 0.20% | Add +60.5% | 11,590 | $1.0M |
| Unique Wealth Strategies, LLC | 0.43% | Add +77.3% | 11,572 | $1.0M |
| KWB Wealth | 0.10% | No change | 11,671 | $1.0M |
| Clark Capital Management Group, Inc. | 0.01% | Add +69.5% | 11,517 | $1.0M |
| Novus Advisors, LLC | 2.33% | Reduce -4.0% | 11,498 | $1.0M |
| Presilium Private Wealth, LLC | 0.18% | Add +1.3% | 11,489 | $1.0M |
| Walsh & Associates, LLC | 1.03% | Add +5.2% | 11,444 | $1.0M |
| Burkett Asset Management Ltd | 1.02% | Add +6.7% | 11,443 | $1.0M |
| Capital Asset Managemnet, LLC | 1.17% | Add +12.6% | 11,437 | $1.0M |
| Clark Asset Management, LLC | 0.10% | Reduce -15.9% | 11,430 | $1.0M |
| McGlone Suttner Wealth Management, Inc. | 0.14% | No change | 11,405 | $1.0M |
| Access Financial Services, Inc. | 0.37% | Add +6.4% | 11,403 | $1.0M |
| Centaurus Financial, Inc. | 0.05% | Reduce -1.5% | 11,405 | $1.0M |
| Investmark Advisory Group LLC | 0.44% | Add +4.0% | 11,395 | $1.0M |
| Sharp Wealth Advisory, LLC | 0.51% | Reduce -5.3% | 11,373 | $1.0M |
| Willis Johnson & Associates, Inc. | 0.06% | Add +0.2% | 11,333 | $1.0M |
| Vann Equity Management LLC | 0.73% | — | 11,303 | $1.0M |
| Two West Capital Advisors LLC | 0.54% | Add +17.4% | 10,856 | $1.0M |
| Calton & Associates, Inc. | 0.14% | Reduce -12.9% | 11,090 | $1.0M |
| WealthShield Partners, LLC | 0.11% | Add +22.6% | 11,066 | $1.0M |
| Kwmg, LLC | 0.08% | Reduce -0.4% | 11,053 | $1.0M |
| Old Second National Bank of Aurora | 0.21% | No change | 11,046 | $1000K |
| Washington Trust Advisors, Inc. | 0.08% | Reduce -1.9% | 10,971 | $993K |
| Miramontes Capital, LLC | 0.34% | Add +13.9% | 10,970 | $993K |
| Shayne & Jacobs, LLC | 0.31% | Reduce -0.8% | 10,933 | $990K |
| Holland Advisory Services, Inc. | 1.32% | Reduce -1.4% | 10,923 | $989K |
| SHP Wealth Management | 0.07% | Reduce -3.4% | 10,898 | $987K |
| Net Worth Advisory Group | 0.20% | Reduce -0.1% | 10,852 | $982K |
| Gateway Investment Advisers LLC | 0.01% | New | 10,852 | $982K |
| First American Trust, FSB | 0.07% | Reduce -3.0% | 10,822 | $980K |
| Beverly Hills Private Wealth, LLC | 0.16% | Add +1.0% | 10,731 | $971K |
| Keating Financial Advisory Services, Inc. | 0.16% | Add +29.0% | 10,672 | $966K |
| Ally Invest Advisors Inc. | 0.06% | Reduce -18.2% | 10,598 | $959K |
| Permanens Capital L.P. | 0.12% | New | 10,594 | $959K |
| Columbus Macro, LLC | 0.10% | Reduce -8.8% | 10,543 | $954K |
| Alpine Bank Wealth Management | 0.14% | No change | 10,425 | $944K |
| Carnegie Investment Counsel | 0.02% | Add +8.5% | 10,422 | $944K |
| XY Planning Network, Inc. | 0.15% | Add +49.0% | 10,214 | $939K |
| Elevatus Welath Management | 0.49% | Reduce -6.9% | 10,307 | $933K |
| HRC Wealth Management, LLC | 0.44% | Add +94.6% | 10,265 | $929K |
| Elgethun Capital Management | 0.15% | No change | 10,264 | $929K |
| Kelleher Financial Advisors | 0.24% | Add +11.7% | 10,218 | $925K |
| Stratos Investment Management, LLC | 0.04% | Reduce -86.2% | 10,212 | $925K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +17.4% | 10,223 | $923K |
| First Commonwealth Financial Corp | 0.15% | Reduce -19.6% | 10,111 | $915K |
| Rockland Trust Co. | 0.04% | Add +98.6% | 10,061 | $911K |
| American Trust | 0.08% | Reduce -3.9% | 10,058 | $911K |
| Richards, Merrill & Peterson, Inc. | 0.33% | No change | 9,995 | $905K |
| BlackDiamond Wealth Management, LLC | 0.44% | Add +0.8% | 9,993 | $905K |
| Walkner Condon Financial Advisors LLC | 0.12% | Reduce -7.6% | 9,992 | $905K |
| Donaldson Capital Management, LLC | 0.03% | No change | 9,991 | $904K |
| Blue Zone Wealth Advisors, LLC | 0.18% | No change | 9,955 | $901K |
| Financial Security Advisor, Inc. | 0.17% | Reduce -0.8% | 9,944 | $900K |
| First National Bank Sioux Falls | 0.25% | Add +2.0% | 9,351 | $899K |
| Uptick Partners, LLC | 0.18% | Reduce -4.2% | 9,885 | $895K |
| Legacy Trust | 0.17% | Add +37.3% | 9,867 | $893K |
| West Michigan Advisors, LLC | 0.20% | Reduce -4.5% | 9,861 | $893K |
| Strategic Financial Services, Inc. | 0.04% | New | 9,845 | $891K |
| Intentional Wealth Strategies, LLC | 0.83% | — | 9,835 | $890K |
| Moss Adams Wealth Advisors LLC | 0.07% | No change | 9,833 | $890K |
| Tempo Wealth, LLC | 0.16% | Add +3.3% | 9,831 | $890K |
| Genesis Financial Group, LLC | 0.60% | Add +0.5% | 9,809 | $888K |
| Community Trust & Investment Co. | 0.05% | No change | 9,788 | $886K |
| Park National Corp. | 0.03% | New | 9,786 | $886K |
| Harbor Group, Inc. | 0.13% | Reduce -0.2% | 9,698 | $878K |
| Lazari Capital Management, Inc. | 0.31% | No change | 9,679 | $876K |
| Landing Point Financial Group, LLC | 0.43% | Add +15.7% | 9,678 | $876K |
| LWM Advisors Inc. | 0.76% | Add +200.8% | 9,655 | $874K |
| MTM Financial Group, LLC | 0.41% | Add +27.5% | 9,616 | $871K |
| RCS Financial Planning, LLC | 0.45% | Add +0.1% | 9,558 | $865K |
| Investment Research Partners LLC | 0.35% | No change | 9,549 | $864K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.06% | Reduce -0.4% | 9,543 | $864K |
| Generations Wealth, LLC | 0.84% | Reduce -3.6% | 9,505 | $860K |
| Talon Private Wealth, LLC | 0.11% | — | 9,422 | $853K |
| Bridgewater Advisors Inc. | 0.05% | Add +3.9% | 8,768 | $852K |
| TD Capital Management LLC | 0.08% | No change | 9,397 | $851K |
| Human Investing LLC | 0.12% | Reduce -0.3% | 9,392 | $850K |
| Peoples Bank | 0.52% | Reduce -24.8% | 9,291 | $841K |
| Quantify Chaos Advisors, LLC | 2.61% | Add +2.3% | 9,259 | $838K |
| Obermeyer Wealth Partners | 0.04% | Add +6.0% | 9,256 | $838K |
| Bokf, NA | 0.01% | Add +89.5% | 9,239 | $836K |
| Northbridge Financial Group, LLC | 0.36% | Add +6.5% | 8,717 | $836K |
| Barrett & Company, Inc. | 0.29% | Reduce -3.4% | 9,234 | $836K |
| Sutton Place Investors LLC | 0.46% | Reduce -0.8% | 9,206 | $833K |
| River Street Advisors LLC | 0.28% | Add +19.9% | 9,195 | $832K |
| Range Advisory, LLC | 0.15% | Reduce -7.7% | 9,179 | $831K |
| Simmons Bank | 0.06% | Reduce -18.3% | 9,127 | $826K |
| Snowwater Investment Partners, LLC | 0.78% | No change | 9,100 | $824K |
| Partners in Financial Planning | 0.14% | No change | 9,056 | $820K |
| Magnus Financial Group LLC | 0.07% | Reduce -60.9% | 9,034 | $818K |
| TCI Wealth Advisors, Inc. | 0.04% | Reduce -4.5% | 9,033 | $818K |
| Alteri Wealth LLC | 0.26% | Reduce -14.0% | 9,031 | $818K |
| Capital Investment Advisory Services, LLC | 0.06% | Reduce -88.2% | 8,996 | $814K |
| Quad-Cities Investment Group, LLC | 0.32% | Add +2.3% | 8,994 | $814K |
| DF Dent & Co. Inc. | 0.02% | Add +16.9% | 8,923 | $808K |
| Haverford Financial Services, Inc. | 0.24% | No change | 8,900 | $806K |
| Frank, Rimerman Advisors LLC | 0.05% | No change | 8,884 | $804K |
| Fermata Advisors, LLC | 0.18% | Reduce -2.4% | 8,848 | $801K |
| Mayfair Advisory Group, LLC | 0.28% | No change | 8,834 | $800K |
| Jamison Private Wealth Management, Inc. | 0.10% | No change | 8,814 | $798K |
| Continuum Wealth Advisors, LLC | 0.33% | Add +0.3% | 8,738 | $791K |
| Kelman-Lazarov, Inc. | 0.11% | Reduce -8.1% | 8,731 | $790K |
| KDK Private Wealth Management, LLC | 0.72% | Reduce -0.1% | 8,715 | $789K |
| Vident Advisory, LLC | 0.01% | Reduce -1.3% | 8,689 | $787K |
| United Bank | 0.10% | Add +15.3% | 8,673 | $785K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Reduce -1.5% | 8,659 | $784K |
| Clear Harbor Asset Management, LLC | 0.05% | Add +2.7% | 8,655 | $784K |
| First Citizens Financial Corp | 0.37% | Reduce -4.8% | 8,639 | $782K |
| SeaCrest Wealth Management, LLC | 0.08% | Reduce -26.7% | 8,594 | $778K |
| S Harris Financial Group, LLC | 0.71% | Reduce -5.8% | 8,591 | $778K |
| G&S Capital LLC | 0.27% | No change | 8,556 | $775K |
| Fulcrum Capital LLC | 0.17% | No change | 8,551 | $774K |
| 17 Capital Partners, LLC | 0.40% | Add +17.0% | 8,524 | $772K |
| Dudley Capital Management, LLC | 0.34% | No change | 8,502 | $770K |
| RDA Financial Network | 0.19% | Add +51.2% | 8,502 | $770K |
| Occidental Asset Management, LLC | 0.09% | Reduce -0.4% | 8,461 | $766K |
| Stonebridge Capital Advisors LLC | 0.05% | Reduce -11.5% | 8,452 | $765K |
| Financial Perspectives, Inc | 0.21% | Add +3.9% | 8,436 | $764K |
| Cypress Wealth Services, LLC | 0.11% | Reduce -3.5% | 8,419 | $762K |
| Foundry Financial LLC | 0.32% | Add +18.3% | 8,407 | $761K |
| Glassman Wealth Services | 0.10% | Reduce -4.6% | 8,398 | $760K |
| Garrison Point Advisors, LLC | 0.35% | Add +229.1% | 8,393 | $760K |
| Cedarwood Wealth LLC | 0.77% | Reduce -4.9% | 8,390 | $760K |
| Beaumont Asset Management, L.L.C. | 0.34% | Add +1.1% | 8,379 | $759K |
| Sageworth Trust Co | 0.03% | No change | 8,294 | $751K |
| Naples Global Advisors, LLC | 0.05% | Add +0.2% | 8,276 | $749K |
| Godfrey Financial Associates, Inc. | 0.64% | Reduce -7.8% | 8,266 | $748K |
| Rare Wolf Capital LLC | 0.48% | Add +0.1% | 8,253 | $747K |
| Aviso Wealth Management | 0.34% | Add +0.5% | 8,224 | $745K |
| tru Independence LLC | 0.37% | Reduce -21.4% | 8,210 | $743K |
| Kohmann Bosshard Financial Services, LLC | 0.07% | No change | 8,206 | $743K |
| Sand Hill Global Advisors, LLC | 0.02% | Add +21.9% | 8,170 | $740K |
| One Wealth Advisors, LLC | 0.09% | Reduce -0.9% | 8,145 | $737K |
| Bravera Wealth | 0.33% | Add +384.9% | 8,136 | $737K |
| Selective Wealth Management, Inc. | 0.22% | Add +0.9% | 7,874 | $735K |
| Genesis Wealth Advisors, LLC | 0.49% | No change | 8,034 | $727K |
| CRA Financial Services, LLC | 0.09% | Reduce -16.3% | 8,017 | $726K |
| Whalerock Point Partners, LLC | 0.15% | Add +133.2% | 8,013 | $725K |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +1.9% | 8,006 | $725K |
| Wise Wealth Partners | 0.98% | No change | 7,981 | $723K |
| Millington Financial Advisors, LLC | 0.30% | No change | 7,593 | $719K |
| Key Financial Inc | 0.13% | Add +4.3% | 7,926 | $718K |
| Traynor Capital Management, Inc. | 0.04% | Add +11.2% | 8,181 | $717K |
| Raleigh Capital Management Inc. | 0.25% | Add +7.3% | 7,871 | $713K |
| Clear Wave Wealth Management LLC | 0.18% | — | 7,843 | $710K |
| Balboa Wealth Partners | 0.12% | Reduce -0.4% | 7,842 | $710K |
| Live Oak Private Wealth LLC | 0.10% | Reduce -0.8% | 7,832 | $709K |
| Seven Springs Wealth Group, LLC | 0.17% | Reduce -1.2% | 7,821 | $708K |
| Ethos Financial Group, LLC | 0.05% | Add +97.3% | 7,915 | $706K |
| Armstrong, Fleming & Moore, Inc | 0.30% | Add +1.3% | 7,785 | $705K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +49.4% | 7,720 | $699K |
| D'Orazio & Associates, Inc. | 0.09% | Add +0.5% | 7,719 | $699K |
| Kirtland Hills Capital Management, LLC | 0.22% | New | 7,335 | $698K |
| Blue Chip Partners, LLC | 0.05% | Add +1.0% | 7,673 | $695K |
| Tidemark, LLC | 0.18% | New | 7,671 | $694K |
| Summit Wealth Group LLC / Co. | 0.07% | Add +11.5% | 7,666 | $694K |
| DRW Securities, LLC | 0.04% | New | 7,664 | $694K |
| Hilltop Holdings Inc. | 0.06% | Reduce -18.6% | 7,649 | $692K |
| Kingsman Wealth Management, Inc. | 0.39% | No change | 7,624 | $690K |
| Childress Capital Advisors, LLC | 0.12% | No change | 7,613 | $689K |
| Institute for Wealth Management, LLC. | 0.07% | Add +3.1% | 7,536 | $682K |
| Private Wealth Advisors, LLC | 0.19% | Reduce -24.0% | 7,531 | $682K |
| Resolute Wealth Advisor, Inc. | 0.39% | — | 7,528 | $682K |
| Regatta Capital Group, LLC | 0.10% | Add +9.7% | 7,527 | $681K |
| Heartland Bank & Trust Co | 0.15% | New | 7,520 | $681K |
| Drucker Wealth 3.0, LLC | 0.12% | Reduce -18.5% | 7,518 | $681K |
| MainStreet Investment Advisors LLC | 0.10% | Reduce -1.3% | 7,510 | $680K |
| Lyell Wealth Management, LP | 0.05% | Add +3.0% | 7,464 | $676K |
| Maltin Wealth Management, Inc. | 0.26% | Reduce -3.5% | 7,463 | $676K |
| Inscription Capital, LLC | 0.07% | No change | 7,460 | $675K |
| Voisard Asset Management Group, Inc. | 0.14% | Reduce -5.2% | 7,449 | $674K |
| Impact Capital Partners LLC | 0.20% | Reduce -22.4% | 7,415 | $671K |
| City Holding Co. | 0.08% | Add +0.8% | 7,413 | $671K |
| J.E. Simmons & Co., P.C. | 0.45% | Reduce -6.8% | 7,403 | $670K |
| Compass Capital Corp. /Ma/ | 0.24% | Reduce -3.6% | 6,939 | $669K |
| Am Investment Strategies LLC | 0.15% | No change | 7,363 | $667K |
| FPC Investment Advisory, Inc. | 0.33% | No change | 7,023 | $667K |
| Allegheny Financial Group | 0.09% | Add +0.2% | 7,361 | $666K |
| 1ST Source Bank | 0.03% | Add +3.0% | 7,294 | $660K |
| Mosaic Family Wealth Partners, LLC | 0.07% | Add +0.2% | 7,286 | $660K |
| My Personal CFO, LLC | 0.29% | New | 7,260 | $657K |
| Motco | 0.06% | Reduce -23.0% | 7,256 | $657K |
| Chilton Investment Co. Inc. | 0.02% | Add +6.5% | 7,239 | $655K |
| RVW Wealth, LLC | 0.05% | Add +1.4% | 7,239 | $655K |
| Oak Grove Capital LLC | 0.11% | New | 7,236 | $655K |
| Legacy Private Trust Co. | 0.04% | Add +0.2% | 7,236 | $655K |
| PMG Wealth Management, Inc. | 0.47% | Reduce -85.9% | 7,226 | $654K |
| Smith Thornton Advisors LLC | 0.33% | No change | 7,224 | $654K |
| Farmers & Merchants Investments Inc. | 0.02% | No change | 7,222 | $654K |
| Procyon Advisors, LLC | 0.03% | Reduce -23.4% | 7,208 | $653K |
| Van Diest Capital, LLC | 0.51% | New | 7,202 | $652K |
| Mitchell Capital Management Co. | 0.12% | Reduce -36.1% | 7,198 | $652K |
| Destination Wealth Management | 0.02% | Reduce -11.9% | 7,180 | $650K |
| Chapin Davis, Inc. | 0.14% | Add +13.3% | 7,131 | $646K |
| Mission Creek Capital Partners, Inc. | 0.13% | Reduce -6.8% | 7,128 | $645K |
| Spartan Wealth Advisory Services LLC | 0.06% | — | 7,126 | $645K |
| Horizon Wealth Management, LLC | 0.09% | Add +2.3% | 7,121 | $645K |
| Sachem Hill LLC | 0.12% | Reduce -1.1% | 7,079 | $641K |
| Patron Partners, LLC | 0.28% | Reduce -24.6% | 7,048 | $638K |
| Kondo Wealth Advisors, Inc. | 0.24% | No change | 7,035 | $637K |
| Impact Partnership Wealth, LLC | 0.08% | Add +20.0% | 7,030 | $636K |
| Laurel Oak Wealth Management, LLC | 0.11% | Add +5.2% | 7,014 | $635K |
| Sound Income Strategies, LLC | 0.03% | Add +13.0% | 6,901 | $634K |
| Clear Investment Research, LLC | 0.99% | Reduce -41.2% | 7,003 | $634K |
| Nichols & Pratt Advisers LLP | 0.04% | Reduce -22.2% | 7,000 | $634K |
| Keenan, LLC | 0.53% | Reduce -41.3% | 6,996 | $633K |
| Archer Investment Corp | 0.13% | Add +3.0% | 6,958 | $630K |
| Phillips Wealth Planners LLC | 0.48% | Reduce -3.2% | 6,484 | $630K |
| Fortis Capital Management LLC | 0.08% | Add +28.3% | 6,951 | $629K |
| Capital Planning LLC | 0.20% | Reduce -23.4% | 6,950 | $629K |
| Fortitude Advisory Group L.L.C. | 0.28% | Add +40.7% | 6,937 | $628K |
| Keb Asset Management, LLC | 0.12% | No change | 6,934 | $628K |
| OneAscent Financial Services LLC | 0.03% | Add +3.2% | 6,917 | $626K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Reduce -8.0% | 6,910 | $626K |
| Keener Financial Planning LLC | 0.26% | Add +9.4% | 6,901 | $624K |
| Boston Trust Walden Corp | 0.01% | Add +5.0% | 6,882 | $623K |
| CGN Advisors LLC | 0.05% | Add +62.4% | 6,851 | $620K |
| Hilltop Wealth Advisors, LLC | 0.37% | No change | 6,840 | $619K |
| Blue Edge Capital, LLC | 0.08% | Add +19.8% | 6,786 | $614K |
| Elevation Wealth Partners, LLC | 0.22% | Reduce -1.4% | 6,765 | $612K |
| Advisory Advocates, LLC | 0.62% | Add +55.1% | 6,743 | $610K |
| Compass Financial Services Inc | 0.26% | Add +9.7% | 6,728 | $609K |
| Centurion Wealth Management LLC | 0.14% | Add +4.2% | 6,702 | $607K |
| TFO Wealth Partners, LLC | 0.08% | New | 6,698 | $606K |
| Noble Wealth Management PBC | 0.31% | No change | 6,690 | $606K |
| Argentarii, LLC | 0.21% | Reduce -18.4% | 6,649 | $602K |
| Golden Road Advisors LLC | 0.34% | Add +4.0% | 6,612 | $599K |
| Bogart Wealth, LLC | 0.02% | Add +78.9% | 6,595 | $597K |
| Sfmg, LLC | 0.04% | Add +1.8% | 6,579 | $596K |
| Oath Planning, LLC | 0.53% | Reduce -1.0% | 6,559 | $594K |
| Madden Advisory Services, Inc. | 0.23% | Add +14.5% | 6,555 | $593K |
| Quadcap Wealth Management, LLC | 0.07% | Reduce -5.7% | 6,543 | $592K |
| Ironwood Financial, llc | 0.10% | Reduce -0.8% | 6,521 | $590K |
| Forum Financial Management, LP | 0.01% | Add +14.7% | 6,514 | $590K |
| Concorde Asset Management, LLC | 0.29% | Reduce -28.0% | 6,510 | $589K |
| Accredited Investors Inc. | 0.03% | No change | 6,509 | $589K |
| SOA Wealth Advisors, LLC. | 0.11% | Reduce -5.0% | 6,491 | $588K |
| Strategic Financial Concepts, LLC | 0.14% | Add +69.5% | 6,464 | $585K |
| Ellerson Group Inc. | 0.38% | Add +1.1% | 6,460 | $585K |
| Summitpoint Capital Management | 0.74% | — | 6,528 | $584K |
| Marble Harbor Investment Counsel, LLC | 0.06% | Add +45.3% | 6,426 | $582K |
| Diversified Management Inc. | 0.10% | Add +10.7% | 6,398 | $579K |
| Keudell/Morrison Wealth Management | 0.12% | Add +0.2% | 6,382 | $578K |
| Investment Counsel Co. of Nevada | 1.30% | New | 6,377 | $577K |
| Citizens National Bank Trust Department | 0.10% | Reduce -1.9% | 6,377 | $577K |
| Gradient Capital Advisors, LLC | 0.15% | Reduce -2.6% | 6,372 | $577K |
| Verum Partners LLC | 0.11% | Add +1.8% | 6,372 | $577K |
| Gibbs Wealth Management | 0.08% | New | 6,354 | $575K |
| Leo Wealth, LLC | 0.04% | Add +3.9% | 6,285 | $569K |
| Elevation Wealth Management LLC | 0.52% | Add +13.8% | 6,283 | $569K |
| North Star Asset Management Inc. | 0.02% | No change | 6,270 | $568K |
| Kennebec Savings Bank | 0.51% | Reduce -3.0% | 6,256 | $566K |
| J. R. Prunier Capital Management LLC | 0.24% | Add +0.3% | 6,249 | $566K |
| J.Safra Asset Management Corp | 0.03% | No change | 6,239 | $565K |
| Riverwater Partners LLC | 0.19% | Reduce -0.8% | 6,237 | $565K |
| Lynx Investment Advisory | 0.27% | Add +96.3% | 6,228 | $564K |
| Next Level Wealth Planning, LLC | 0.29% | Reduce -5.1% | 6,219 | $563K |
| Chicago Wealth Management, Inc. | 0.22% | No change | 6,204 | $562K |
| Cpwa, LLC | 0.67% | — | 5,750 | $558K |
| River Wealth Advisors LLC | 0.06% | Add +1.2% | 6,160 | $558K |
| EPG Wealth Management LLC | 0.15% | Reduce -0.1% | 6,139 | $556K |
| LJI Wealth Management, LLC | 0.09% | Reduce -1.2% | 6,112 | $553K |
| International Private Wealth Advisors LLC | 0.34% | Add +0.0% | 6,110 | $553K |
| Rathbones Group PLC | 0.00% | No change | 6,100 | $552K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 5,788 | $552K |
| Edgestream Partners, L.P. | 0.02% | Reduce -32.5% | 6,077 | $550K |
| Oarsman Capital, Inc. | 0.07% | Reduce -14.3% | 6,074 | $550K |
| Optima Capital LLC | 0.25% | Reduce -89.5% | 6,031 | $546K |
| Investor's Fiduciary Advisor Network, LLC | 0.17% | Reduce -17.9% | 6,005 | $543K |
| Dearborn Partners LLC | 0.03% | Add +1.2% | 5,983 | $542K |
| Burke & Herbert Bank & Trust Co. | 0.15% | No change | 5,978 | $541K |
| Sprinkle Financial Consultants LLC | 0.25% | No change | 5,965 | $540K |
| Invested Advisors | 0.54% | No change | 5,919 | $536K |
| Berger Financial Group, Inc | 0.03% | Add +9.6% | 5,883 | $533K |
| Glass Jacobson Investment Advisors llc | 0.18% | Reduce -1.1% | 5,881 | $532K |
| Stonekeep Investments, LLC | 0.34% | Reduce -2.4% | 5,876 | $532K |
| Latko Wealth Management, Ltd. | 0.26% | New | 5,852 | $530K |
| Amarillo National Bank | 0.09% | No change | 5,819 | $527K |
| Fortune Financial Group, Inc. | 0.47% | Reduce -55.5% | 5,818 | $527K |
| TrustBank | 0.20% | No change | 5,815 | $526K |
| Red Door Wealth Management, LLC | 0.05% | Add +50.7% | 5,814 | $526K |
| MBA Advisors LLC | 0.20% | No change | 5,814 | $526K |
| Zhang Financial LLC | 0.02% | Add +0.9% | 5,783 | $524K |
| Cardinal Strategic Wealth Guidance | 0.14% | Reduce -6.4% | 5,778 | $523K |
| Richardson Financial Services Inc. | 0.33% | Reduce -2.1% | 5,764 | $522K |
| South Shore Capital Advisors | 0.38% | Reduce -10.6% | 5,764 | $522K |
| Alta Wealth Advisors LLC | 0.17% | Reduce -7.7% | 5,758 | $521K |
| Navalign, LLC | 0.13% | Reduce -1.1% | 5,734 | $519K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.15% | Reduce -50.0% | 5,726 | $518K |
| MidAtlantic Capital Management, Inc. | 0.36% | No change | 5,719 | $518K |
| Gray Private Wealth, LLC | 0.26% | Add +8.3% | 5,712 | $517K |
| Synergy Financial Group, LTD | 0.39% | New | 5,709 | $517K |
| GFS Advisors, LLC | 0.03% | New | 5,200 | $516K |
| BCGM Wealth Management, LLC | 0.13% | No change | 5,700 | $516K |
| Lavaca Capital LLC | 0.10% | Add +11.0% | 5,696 | $516K |
| DDFG, Inc | 0.11% | Add +1.0% | 5,695 | $516K |
| Avise Financial Cooperative, Inc. | 0.43% | Add +0.2% | 5,694 | $515K |
| Central Valley Advisors, LLC | 0.14% | New | 5,692 | $515K |
| Allstreet Capital Advisors LLC | 0.38% | Add +0.9% | 5,686 | $515K |
| Inlet Private Wealth, LLC | 0.13% | Reduce -2.6% | 5,684 | $515K |
| Berkeley, Inc | 0.17% | No change | 5,679 | $514K |
| Centennial Wealth Advisory LLC | 0.12% | Reduce -3.1% | 5,676 | $514K |
| Equitable Trust Co. | 0.02% | No change | 5,667 | $513K |
| Talisman Wealth Advisors LLC | 0.41% | Reduce -31.6% | 5,664 | $513K |
| Trust Co | 0.05% | Add +6.4% | 5,663 | $513K |
| Peak Retirement Planning, Inc. | 0.10% | Add +25.9% | 5,645 | $511K |
| Appleton Partners Inc. | 0.04% | Add +2.1% | 5,636 | $510K |
| Darden Wealth Group Inc | 0.26% | Reduce -56.8% | 5,626 | $509K |
| Trust Co of the South | 0.08% | Reduce -21.7% | 5,620 | $509K |
| Accredited Investor Services, LLC | 0.33% | Reduce -1.1% | 5,609 | $508K |
| Bellwether Advisors, LLC | 0.09% | Add +68.3% | 5,603 | $507K |
| Sunesis Advisors, LLC | 0.23% | New | 5,601 | $507K |
| LaSalle St. Investment Advisors, LLC | 0.07% | Reduce -5.8% | 5,596 | $507K |
| Townsend Asset Management Corp. /NC/ | 0.18% | Add +0.7% | 5,591 | $506K |
| Pearl Planning LLC | 0.27% | No change | 5,587 | $506K |
| Thrive Wealth Management, LLC | 0.08% | Add +29.0% | 5,575 | $505K |
| Birch Hill Investment Advisors LLC | 0.02% | No change | 5,571 | $504K |
| Sensible Money, LLC | 0.15% | Reduce -2.5% | 5,545 | $502K |
| Fortune Financial Advisors, LLC | 0.26% | Add +137.2% | 5,535 | $501K |
| Huntleigh Advisors, Inc. | 0.09% | Add +20.0% | 5,533 | $501K |
| KFA Private Wealth Group, LLC | 0.12% | Add +21.9% | 5,519 | $500K |
| Advisory Alpha, LLC | 0.01% | Add +31.7% | 5,512 | $499K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | New | 5,480 | $496K |
| Atlatl Advisers LLC | 0.37% | No change | 5,477 | $496K |
| Shade Tree Advisors LLC | 0.35% | No change | 5,469 | $495K |
| DB&C Advisors, LLC | 0.64% | Reduce -5.6% | 5,433 | $492K |
| CPA Asset Management Group, LLC | 0.16% | Reduce -1.2% | 5,427 | $491K |
| First Trust Advisors LP | 0.00% | Add +69.6% | 5,418 | $490K |
| Vista Investment Partners Ii, LLC | 0.22% | Reduce -2.8% | 5,407 | $489K |
| Heirloom Wealth Management | 0.09% | New | 5,404 | $489K |
| Fairman Group, LLC | 0.42% | No change | 5,404 | $489K |
| StrongBox Wealth, LLC | 0.16% | Reduce -16.5% | 5,395 | $488K |
| Cardinal Point Capital Management ULC | 0.03% | Add +21.2% | 5,383 | $487K |
| Thayer Financial, L.L.C. | 0.50% | Reduce -1.5% | 5,378 | $487K |
| USA Financial Formulas | 0.09% | Add +146.0% | 5,367 | $486K |
| Byrne Financial Freedom, LLC | 0.23% | Add +26.8% | 5,326 | $482K |
| Mascoma Wealth Management LLC | 0.10% | Add +102.0% | 5,322 | $482K |
| MontVue Capital Management, Inc. | 0.33% | Reduce -8.8% | 5,297 | $480K |
| Kathmere Capital Management, LLC | 0.03% | Add +9.4% | 5,288 | $479K |
| Hazlett, Burt & Watson, Inc. | 0.15% | No change | 5,277 | $477K |
| TPG Financial Advisors, LLC | 0.15% | Reduce -1.5% | 5,264 | $477K |
| Enzi Wealth | 0.16% | Reduce -11.3% | 5,246 | $475K |
| Tidal Investments LLC | 0.00% | Add +51.0% | 5,227 | $473K |
| New World Advisors LLC | 0.08% | Reduce -14.1% | 5,223 | $473K |
| Legacy Financial Group LLC | 0.06% | Reduce -2.5% | 5,198 | $471K |
| Downshift Financial, LLC | 0.24% | No change | 4,989 | $470K |
| Sovran Advisors, LLC | 0.04% | Add +11.1% | 4,922 | $470K |
| Kiley Juergens Wealth Management, LLC | 0.08% | New | 5,179 | $469K |
| Spirepoint Private Client, LLC | 0.04% | No change | 5,162 | $467K |
| Kera Capital Partners, Inc. | 0.06% | Add +2.0% | 5,161 | $467K |
| Grand Wealth Management, LLC | 0.22% | No change | 5,156 | $467K |
| Coastline Complete Wealth LLC | 0.29% | New | 5,144 | $466K |
| Plan A Wealth LLC | 0.22% | No change | 5,140 | $465K |
| CPC Advisors, LLC | 0.07% | Reduce -48.7% | 5,109 | $463K |
| Gould Asset Management LLC | 0.08% | No change | 5,097 | $461K |
| Lake Street Private Wealth, LLC | 0.06% | Add +2.6% | 5,095 | $461K |
| Hill Investment Group Partners, LLC | 0.05% | Reduce -4.3% | 5,085 | $460K |
| Community Financial Services Group, LLC | 0.08% | Reduce -13.4% | 4,998 | $459K |
| Seeds Investor LLC | 0.06% | Add +1.0% | 4,726 | $457K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -3.0% | 5,035 | $456K |
| Goldstone Financial Group, LLC | 0.05% | Add +15.7% | 5,026 | $455K |
| Shared Vision Wealth Group LLC | 0.18% | Add +0.0% | 4,932 | $447K |
| August Group Capital Ltd | 0.52% | Add +15.0% | 4,914 | $445K |
| Delta Wealth Advisors LLC | 0.34% | Add +6.4% | 4,896 | $443K |
| Burney Co./ | 0.01% | Add +5.2% | 4,895 | $443K |
| Patten & Patten Inc. | 0.03% | Add +0.5% | 4,885 | $442K |
| Frontier Asset Management, LLC | 0.09% | Reduce -0.6% | 4,882 | $442K |
| MJP Associates Inc. | 0.05% | Reduce -19.5% | 4,878 | $442K |
| Range Financial Group LLC | 0.15% | Reduce -0.7% | 4,876 | $441K |
| Cape Ann Savings Bank | 0.22% | Add +53.3% | 4,869 | $441K |
| Satovsky Asset Management LLC | 0.08% | No change | 4,857 | $440K |
| Tran Capital Management, L.P. | 0.06% | No change | 4,855 | $440K |
| Synergy Asset Management, LLC | 0.05% | Add +113.3% | 4,845 | $439K |
| First Heartland Consultants, Inc. | 0.03% | Add +35.4% | 4,842 | $438K |
| Financial Management Professionals, Inc. | 0.05% | Reduce -1.3% | 4,834 | $438K |
| Auctus Advisors LLC | 0.42% | Reduce -10.4% | 4,833 | $438K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 4,826 | $437K |
| Meridian Financial Advisors, LLC | 0.24% | New | 4,820 | $436K |
| Alvarez & Marsal Private Wealth Partners, LLC | 0.06% | No change | 4,801 | $435K |
| Samalin Investment Counsel, LLC | 0.15% | Reduce -4.3% | 4,801 | $435K |
| Old Peak Finance LLC | 0.25% | No change | 4,799 | $434K |
| Hibernia Wealth Partners, LLC | 0.13% | Add +10.5% | 4,795 | $434K |
| Seneca Financial Advisors LLC | 0.13% | No change | 4,785 | $433K |
| Destiny Wealth Partners, LLC | 0.05% | No change | 4,784 | $433K |
| Avaii Wealth Management, LLC | 0.15% | New | 4,777 | $432K |
| Wellington Grp LLC | 0.13% | Reduce -29.5% | 4,772 | $432K |
| Lantern Wealth Advisors, LLC | 0.22% | Add +28.7% | 4,766 | $431K |
| Heritage Wealth Management, Inc. | 0.21% | Add +0.7% | 4,765 | $431K |
| Tolleson Wealth Management, Inc. | 0.06% | No change | 4,720 | $427K |
| Brown, Lisle/Cummings, Inc. | 0.11% | Add +3.2% | 4,714 | $427K |
| Mitchell McLeod Pugh & Williams Inc. | 0.06% | Add +31.8% | 4,704 | $426K |
| Everstar Asset Management, LLC | 0.23% | Reduce -3.5% | 4,680 | $424K |
| Anchor Capital Advisors LLC | 0.01% | No change | 4,675 | $423K |
| Round Rock Advisors LLC | 0.06% | No change | 4,673 | $423K |
| Uptown Financial Advisors LLC | 0.34% | No change | 4,660 | $422K |
| Legacy Advisors, LLC | 0.05% | No change | 4,649 | $421K |
| Golden State Wealth Management, LLC | 0.05% | Reduce -12.1% | 4,646 | $421K |
| Curat Global, LLC | 0.41% | Add +1268.4% | 4,639 | $421K |
| Concentrum Wealth Management | 0.12% | New | 4,636 | $420K |
| Mullaney, Keating & Wright, Inc. | 0.23% | No change | 4,633 | $419K |
| Lifelong Wealth Advisors, Inc. | 0.11% | No change | 4,628 | $419K |
| Theory Financial LLC | 0.15% | No change | 4,604 | $417K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Add +22.2% | 4,601 | $417K |
| Pennington Partners & Co., LLC | 0.14% | No change | 4,598 | $416K |
| GSG Advisors LLC | 0.11% | No change | 4,597 | $416K |
| XML Financial, LLC | 0.03% | Reduce -18.0% | 4,593 | $416K |
| GLOBALT Investments LLC / GA | 0.01% | No change | 4,592 | $416K |
| Wulff, Hansen & Co. | 0.42% | No change | 4,585 | $415K |
| Thrive Capital Management, LLC | 0.09% | Add +0.6% | 4,574 | $414K |
| DGS Capital Management, LLC | 0.07% | Add +6.0% | 4,567 | $413K |
| Rothschild Investment LLC | 0.02% | Add +45.3% | 4,558 | $413K |
| PAX Financial Group, LLC | 0.07% | Reduce -8.0% | 4,548 | $412K |
| Flatrock Wealth Partners LLC | 0.19% | Add +6.0% | 4,545 | $411K |
| Diversify Advisory Services, LLC | 0.06% | Reduce -94.8% | 4,390 | $410K |
| Vista Investment Management | 0.14% | Add +1.1% | 4,518 | $409K |
| Avondale Wealth Management | 0.20% | No change | 4,500 | $407K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +94.2% | 4,451 | $407K |
| Nixon Peabody Trust Co. | 0.03% | Add +1.6% | 4,463 | $404K |
| Shepherd Street Advisors LLC | 0.40% | Add +11.4% | 4,446 | $402K |
| Abacus Planning Group, Inc. | 0.05% | New | 4,445 | $402K |
| AlphaStar Capital Management, LLC | 0.03% | Reduce -19.1% | 4,443 | $402K |
| GatePass Capital, LLC | 0.20% | No change | 4,441 | $402K |
| Manuka Financial, LLC | 0.25% | No change | 4,439 | $402K |
| RTD Financial Advisors, Inc. | 0.05% | Add +18.4% | 4,436 | $402K |
| Eagle Wealth Strategies LLC | 0.18% | New | 4,434 | $401K |
| Roberts Wealth Advisors, LLC | 0.10% | New | 4,432 | $401K |
| Rosenberg Matthew Hamilton | 0.08% | Reduce -7.4% | 4,431 | $401K |
| First Financial Corp. | 0.16% | Add +1.9% | 4,427 | $401K |
| North Dallas Bank & Trust Co. | 0.27% | Add +82.5% | 4,425 | $401K |
| FC Advisory LLC | 0.12% | Add +7.6% | 4,424 | $401K |
| EnRich Financial Partners LLC | 0.11% | Reduce -13.3% | 4,418 | $400K |
| White Pine Capital LLC | 0.11% | Reduce -0.1% | 4,375 | $396K |
| Amara Financial, Llc. | 0.27% | No change | 4,368 | $395K |
| Rowlandmiller & Partners.adv | 0.08% | No change | 4,358 | $395K |
| Kapstone Financial Advisors LLC | 0.19% | Add +4.4% | 4,341 | $393K |
| Uniting Wealth Partners, LLC | 0.08% | Add +5.2% | 4,338 | $393K |
| Burton Enright Welch | 0.05% | No change | 4,323 | $391K |
| Holcombe Financial, Inc. | 0.23% | Add +7.2% | 4,322 | $391K |
| Baker Tilly Wealth Management, LLC | 0.10% | Add +0.6% | 4,320 | $391K |
| Hunter Associates Investment Management LLC | 0.05% | No change | 4,321 | $391K |
| Financial Gravity Asset Management, Inc. | 0.07% | No change | 4,308 | $390K |
| Iams Wealth Management, LLC | 0.14% | Reduce -8.7% | 4,294 | $389K |
| Sentinel Pension Advisors, LLC | 0.06% | Reduce -2.3% | 4,294 | $389K |
| Little House Capital LLC | 0.10% | Add +13.2% | 4,290 | $388K |
| Copia Wealth Management | 0.27% | Reduce -14.1% | 4,288 | $388K |
| Gemmer Asset Management LLC | 0.03% | Add +0.0% | 4,260 | $386K |
| Register Financial Advisors LLC | 0.14% | Add +3.6% | 4,255 | $385K |
| Frazier Financial Advisors, LLC | 0.21% | Add +11.3% | 4,245 | $384K |
| CVFG LLC | 0.05% | Add +12.5% | 4,243 | $384K |
| Regency Capital Management Inc.\DE | 0.17% | Reduce -19.8% | 4,242 | $384K |
| Stewardship Concepts Financial Services LLC | 0.30% | No change | 4,242 | $384K |
| CDKV Holdings LLC | 0.34% | Add +0.9% | 4,239 | $384K |
| Adventist Health System/ West | 0.07% | New | 4,237 | $384K |
| Canandaigua National Trust Co of Florida | 0.31% | No change | 4,230 | $383K |
| Efficient Advisors, LLC | 0.03% | Reduce -5.0% | 4,228 | $383K |
| QTR Family Wealth, LLC | 0.16% | Reduce -3.9% | 3,951 | $382K |
| Performance Wealth Partners, LLC | 0.01% | New | 4,215 | $382K |
| Beaumont Financial Advisors, LLC | 0.03% | Reduce -12.3% | 4,214 | $381K |
| Cairn Investment Group, Inc. | 0.19% | No change | 4,211 | $381K |
| Midwest Financial Partners Investments, Inc. | 0.20% | No change | 4,189 | $379K |
| Hurley Capital, LLC | 0.20% | No change | 4,186 | $379K |
| Ballast Advisors LLC | 0.11% | No change | 4,184 | $379K |
| Plante Moran Financial Advisors, LLC | 0.02% | Reduce -1.4% | 4,179 | $378K |
| Cornerstone Financial Management LLC | 0.35% | No change | 4,168 | $377K |
| Optivise Advisory Services LLC | 0.23% | Add +26.8% | 4,164 | $377K |
| Grandfield & Dodd, LLC | 0.02% | No change | 4,155 | $376K |
| Curtis Wealth Management LLC | 0.35% | No change | 4,152 | $376K |
| Prevail Innovative Wealth Advisors, LLC | 0.06% | Reduce -0.5% | 4,150 | $376K |
| Alamar Capital Management, LLC | 0.23% | No change | 4,142 | $375K |
| Secure Asset Management, LLC | 0.06% | Reduce -3.3% | 4,134 | $374K |
| Cerro Pacific Wealth Advisors LLC | 0.10% | No change | 4,121 | $373K |
| Planwiser Financial, LLC | 0.27% | Reduce -0.2% | 3,866 | $373K |
| Farrow Financial, Inc. | 0.21% | Reduce -1.7% | 4,116 | $373K |
| NWF Advisory Services Inc. | 0.04% | Reduce -4.7% | 4,115 | $373K |
| Radnor Capital Management, LLC | 0.05% | Reduce -1.5% | 4,100 | $371K |
| HORAN Wealth, LLC | 0.04% | No change | 4,125 | $370K |
| EJMK Ventures LLC | 0.21% | Reduce -64.5% | 4,083 | $370K |
| Modus Advisors, LLC | 0.10% | No change | 4,079 | $369K |
| IF Advisors, LLC | 0.26% | New | 4,065 | $368K |
| Granville Capital, Inc. | 0.19% | No change | 4,064 | $368K |
| ESL Trust Services, LLC | 0.07% | Add +1.1% | 4,048 | $366K |
| Summit Global Investments | 0.02% | Reduce -9.1% | 4,025 | $364K |
| RHS Financial, LLC | 0.17% | Reduce -11.6% | 4,013 | $363K |
| Barnes Wealth Management Group, Inc | 0.18% | Add +20.4% | 4,001 | $362K |
| One Day In July LLC | 0.03% | Add +33.0% | 3,986 | $361K |
| FSA Advisors, Inc. | 0.24% | Reduce -94.6% | 3,976 | $360K |
| WPG Advisers, LLC | 0.27% | Reduce -0.5% | 3,974 | $360K |
| Lawood & Co. | 0.33% | Add +12.6% | 3,966 | $359K |
| Jeter Robert S II | 0.36% | — | 3,689 | $359K |
| Twelve Points Wealth Management LLC | 0.08% | Reduce -1.7% | 3,956 | $358K |
| Hengehold Capital Management LLC | 0.03% | Reduce -1.5% | 3,951 | $358K |
| Payne Capital Management, LLC | 0.11% | No change | 3,950 | $358K |
| Kraft, Davis & Associates, LLC | 0.08% | Reduce -34.1% | 3,735 | $358K |
| Cypress Point Wealth Management, LLC | 0.08% | Reduce -20.2% | 3,942 | $357K |
| St Germain D J Co. Inc. | 0.01% | Reduce -13.1% | 3,942 | $357K |
| Capital Square, LLC | 0.16% | Add +24.6% | 3,757 | $357K |
| Susquehanna International Group, LLP | 0.00% | Reduce -97.9% | 3,939 | $357K |
| Pines Wealth Management, LLC | 0.12% | Add +23.8% | 3,934 | $356K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -66.1% | 3,927 | $355K |
| Bank of Nova Scotia Trust Co. | 0.03% | No change | 3,900 | $353K |
| Landmark Wealth Management, LLC | 0.09% | Add +18.9% | 3,897 | $353K |
| Geometric Wealth Advisors | 0.04% | Add +24.5% | 3,877 | $351K |
| Avid Wealth Partners LLC | 0.17% | Reduce -86.7% | 3,868 | $350K |
| LVW Advisors, LLC | 0.03% | No change | 3,857 | $349K |
| Melfa Wealth Management, Inc. | 0.20% | Add +7.6% | 3,853 | $349K |
| William John Sempolinski | 0.17% | Add +67.4% | 3,850 | $349K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -5.2% | 3,828 | $347K |
| Sage Investment Advisers LLC | 0.26% | New | 3,767 | $346K |
| Seascape Capital Management | 0.10% | Add +1.8% | 3,817 | $346K |
| Serenus Wealth Advisors, LLC | 0.07% | No change | 3,801 | $344K |
| J Hagan Capital, Inc. | 0.19% | New | 3,796 | $344K |
| Steigerwald, Gordon & Koch Inc. | 0.04% | No change | 3,773 | $342K |
| Millstone Evans Group, LLC | 0.20% | Add +6.6% | 3,772 | $341K |
| Northwest Wealth Advisors, LLC | 0.24% | No change | 3,740 | $339K |
| Mosaic Financial Group, LLC | 0.24% | No change | 3,734 | $338K |
| Dakota Wealth Management | 0.01% | Reduce -36.1% | 3,731 | $338K |
| Urban Wealth Management, LLC | 0.35% | No change | 3,730 | $338K |
| Nicholas Wealth, LLC. | 0.23% | Add +0.6% | 3,729 | $338K |
| Fortress Financial Group, LLC | 0.25% | Reduce -0.0% | 3,729 | $338K |
| M.E. Allison & Co., Inc. | 0.22% | No change | 3,716 | $336K |
| Glen Eagle Advisors, LLC | 0.05% | No change | 3,714 | $336K |
| Longview Financial Advisors LLC | 0.18% | No change | 3,701 | $335K |
| United Community Bank | 0.11% | Reduce -35.5% | 3,700 | $335K |
| Lanark Financial, Inc. | 0.03% | Reduce -8.5% | 3,699 | $335K |
| Cannon Advisors, Inc. | 0.25% | New | 3,697 | $335K |
| Calydon Capital | 0.05% | No change | 3,692 | $334K |
| FSB Premier Wealth Management, Inc. | 0.10% | No change | 3,690 | $334K |
| Hemenway Trust Co LLC | 0.03% | Add +1.5% | 3,684 | $334K |
| Financial Council, LLC | 0.13% | New | 3,683 | $333K |
| DHJJ Financial Advisors, Ltd. | 0.11% | Add +280.0% | 3,678 | $333K |
| Absolute Capital Management, LLC | 0.11% | Add +10.3% | 3,676 | $333K |
| Brookwood Investment Group LLC | 0.04% | Reduce -5.6% | 3,675 | $333K |
| Commonwealth Retirement Investments LLC | 0.10% | Add +4.1% | 3,656 | $331K |
| Chapman Financial Group, LLC | 0.24% | No change | 3,638 | $329K |
| SageGuard Financial Group, LLC | 0.05% | New | 3,623 | $328K |
| Kastel Capital Advisors, LLC | 0.20% | No change | 3,653 | $327K |
| Centennial Bank | 0.12% | No change | 3,602 | $326K |
| Headland Capital, LLC | 0.09% | Reduce -30.3% | 3,590 | $325K |
| Key Client Fiduciary Advisors, LLC | 0.11% | Add +2.9% | 3,589 | $325K |
| S&T Bank | 0.12% | No change | 3,581 | $324K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -4.2% | 3,580 | $324K |
| Cordoba Advisory Partners LLC | 0.09% | No change | 3,565 | $323K |
| Integrity Advisory Solutions, LLC | 0.04% | Add +13.5% | 3,561 | $322K |
| Towne Trust Company, N.A | 0.10% | No change | 3,555 | $322K |
| Financial Planning Hawaii, Inc. | 0.19% | No change | 3,555 | $322K |
| Avail Investment Partners, LLC | 0.34% | — | 3,547 | $321K |
| Olistico Wealth, LLC | 0.16% | No change | 3,532 | $320K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.07% | No change | 3,528 | $319K |
| Francis Financial, Inc. | 0.06% | No change | 3,522 | $319K |
| Cornell Pochily Investment Advisors, Inc. | 0.09% | Reduce -2.8% | 3,515 | $318K |
| BankPlus Trust Department | 0.08% | No change | 3,507 | $317K |
| HBW Advisory Services LLC | 0.03% | Add +1.4% | 3,505 | $317K |
| Client 1ST Advisory Group, LLC | 0.10% | New | 3,495 | $316K |
| Carmel Capital Partners, LLC | 0.11% | New | 3,485 | $315K |
| GTS Securities LLC | 0.01% | New | 3,478 | $315K |
| Arlington Financial Advisors, LLC | 0.04% | No change | 3,463 | $314K |
| RPg Family Wealth Advisory, LLC | 0.07% | New | 3,457 | $313K |
| Maridea Wealth Management LLC | 0.05% | New | 3,455 | $313K |
| Aspire Capital Advisors LLC | 0.07% | Add +2.0% | 3,454 | $313K |
| Formidable Asset Management, LLC | 0.05% | Add +0.1% | 3,493 | $313K |
| Adamsbrown Wealth Consultants LLC | 0.08% | Add +31.1% | 3,448 | $312K |
| Everpar Advisors LLC | 0.11% | Reduce -28.8% | 3,445 | $312K |
| Warren Street Wealth Advisors, LLC | 0.08% | Add +27.8% | 3,444 | $312K |
| Bravias Capital Group, LLC | 0.20% | Reduce -4.4% | 3,443 | $312K |
| Gerber, LLC | 0.18% | Add +2.1% | 3,426 | $310K |
| Heritage Wealth Management, Inc./Texas | 0.13% | Reduce -0.0% | 3,425 | $310K |
| MKT Advisors LLC | 0.10% | Add +6.8% | 3,342 | $307K |
| Culbertson A N & Co. Inc. | 0.04% | New | 3,376 | $306K |
| Cove Private Wealth, LLC | 0.07% | New | 3,374 | $305K |
| Prospect Financial Services LLC | 0.19% | Reduce -4.6% | 3,356 | $304K |
| Pinnacle Financial Group, LLC / IL | 0.08% | No change | 3,350 | $303K |
| Peregrine Asset Advisers, Inc. | 0.08% | Add +17.2% | 3,341 | $302K |
| Private Capital Management, LLC | 0.03% | Add +8.3% | 3,336 | $302K |
| City State Bank | 0.08% | Add +2.1% | 3,330 | $301K |
| DKM Wealth Management, Inc. | 0.22% | No change | 3,326 | $301K |
| Central Bank & Trust Co. | 0.05% | No change | 3,324 | $301K |
| Guerra Pan Advisors, LLC | 0.19% | Add +7.8% | 3,322 | $301K |
| National Wealth Management Group, LLC | 0.11% | Reduce -1.5% | 3,303 | $299K |
| Adams Wealth Management | 0.07% | Add +1.9% | 3,294 | $298K |
| CacheTech Inc. | 0.06% | Add +1.9% | 3,294 | $298K |
| J. L. Bainbridge & Co., Inc. | 0.03% | New | 3,291 | $298K |
| Rothschild Capital Partners, LLC | 0.07% | No change | 3,290 | $298K |
| Hidden Cove Wealth Management, LLC | 0.19% | Add +0.7% | 3,286 | $297K |
| Quantum Financial Advisors, LLC | 0.03% | No change | 3,286 | $297K |
| First National Bank of Hutchinson | 0.19% | Reduce -55.4% | 3,274 | $296K |
| Baron Financial Group, LLC | 0.16% | Reduce -1.7% | 3,246 | $294K |
| Faithward Advisors, LLC | 0.04% | Add +3.8% | 3,244 | $294K |
| Roberts Glore & Co. Inc. | 0.08% | No change | 3,237 | $293K |
| Heartwood Wealth Advisors LLC | 0.03% | Add +3.5% | 3,233 | $293K |
| Eaton Financial Holdings Company, LLC | 0.10% | Reduce -58.5% | 3,229 | $292K |
| Resurgent Financial Advisors LLC | 0.11% | New | 3,224 | $292K |
| True North Advisors, LLC | 0.03% | Reduce -23.8% | 3,223 | $292K |
| Hoge Financial Services, LLC | 0.16% | New | 3,219 | $291K |
| Avalon Trust Co | 0.02% | Add +71.4% | 3,212 | $291K |
| Dunhill Financial, LLC | 0.07% | Add +28.6% | 3,211 | $291K |
| Hardin Capital Partners, LLC | 0.13% | Reduce -1.5% | 3,207 | $290K |
| Strathmore Capital Advisors, Inc. | 0.08% | Add +29.0% | 3,058 | $290K |
| Accretive Wealth Partners, LLC | 0.08% | No change | 3,203 | $290K |
| Financial Plan, Inc. | 0.03% | New | 3,200 | $290K |
| Pettyjohn, Wood & White, Inc. | 0.05% | No change | 3,191 | $289K |
| Advisortrust Partners, LLC | 0.12% | New | 3,188 | $289K |
| B.O.S.S. Retirement Advisors, LLC | 0.09% | Reduce -7.2% | 3,188 | $289K |
| Grey Ledge Advisors, LLC | 0.07% | Add +5.1% | 3,183 | $288K |
| Correct Capital Wealth Management | 0.05% | Reduce -5.2% | 3,180 | $288K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Add +0.3% | 2,972 | $287K |
| Eclectic Associates Inc. | 0.04% | New | 3,175 | $287K |
| Pasadena Private Wealth, LLC | 0.04% | New | 3,171 | $287K |
| Foguth Wealth Management, LLC. | 0.03% | Add +25.2% | 2,919 | $286K |
| Signature Resources Capital Management, LLC | 0.14% | Add +26.9% | 3,158 | $286K |
| HighMark Wealth Management LLC | 0.12% | Add +0.3% | 3,155 | $286K |
| Insight Advisors, LLC/ PA | 0.05% | No change | 3,152 | $285K |
| Anchor Investment Management, LLC | 0.02% | Reduce -10.1% | 3,152 | $285K |
| Edgemoor Investment Advisors, Inc. | 0.02% | No change | 3,149 | $285K |
| Stillwater Private Wealth, LLC | 0.24% | — | 3,153 | $285K |
| LexAurum Advisors, LLC | 0.04% | — | 3,146 | $285K |
| Collier Financial | 0.22% | Add +9.6% | 3,139 | $284K |
| American National Bank of Texas | 0.27% | New | 3,137 | $284K |
| Avant Financial Advisors LLC | 0.20% | No change | 3,137 | $284K |
| Drake & Associates, LLC | 0.05% | New | 3,133 | $284K |
| Somerset Trust Co | 0.09% | Add +13.5% | 3,127 | $283K |
| Visionary Horizons, LLC | 0.14% | Reduce -6.3% | 3,124 | $283K |
| Camden National Bank | 0.04% | Reduce -6.5% | 3,122 | $283K |
| Vermillion & White Wealth Management Group, LLC | 0.16% | No change | 3,119 | $282K |
| Austin Asset Management Co Inc | 0.05% | No change | 3,117 | $282K |
| Meridian Investment Counsel Inc. | 0.07% | Reduce -0.9% | 3,116 | $282K |
| Farnam Financial LLC | 0.23% | No change | 3,115 | $282K |
| Capital Investment Counsel, Inc | 0.03% | No change | 3,107 | $281K |
| Liberty Square Wealth Partners LLC | 0.08% | Add +4.5% | 3,097 | $280K |
| Balanced Rock Investment Advisors LLC | 0.20% | Reduce -11.8% | 3,097 | $280K |
| Nemes Rush Group LLC | 0.03% | No change | 3,095 | $280K |
| Vision Retirement, LLC | 0.08% | Reduce -4.9% | 3,089 | $280K |
| Frisch Financial Group, Inc. | 0.06% | New | 3,088 | $280K |
| Diversified Portfolios, Inc. | 0.02% | No change | 3,086 | $279K |
| Maple Capital Management, Inc. | 0.02% | Add +1.9% | 3,081 | $279K |
| Livet Wealth, LLC | 0.18% | Reduce -3.4% | 3,080 | $279K |
| Wilson & Boucher Capital Management, LLC | 0.18% | No change | 3,080 | $279K |
| Zullo Investment Group, Inc. | 0.11% | Add +0.1% | 3,079 | $279K |
| Upper Left Wealth Management, LLC | 0.16% | Reduce -6.1% | 3,073 | $278K |
| Measured Wealth Private Client Group, LLC | 0.08% | No change | 3,072 | $278K |
| Beaird Harris Wealth Management, LLC | 0.02% | Add +2.9% | 3,066 | $278K |
| Plum Street Advisors, LLC | 0.10% | Reduce -1.7% | 3,065 | $277K |
| Covington Investment Advisors Inc. | 0.04% | No change | 3,059 | $277K |
| Bedel Financial Consulting, Inc. | 0.03% | New | 3,048 | $276K |
| Lifeworks Advisors, LLC | 0.04% | Reduce -2.8% | 3,032 | $274K |
| Rayburn West Financial Services LLC | 0.16% | No change | 3,024 | $274K |
| KOM Wealth Management Group, LLC | 0.19% | Add +13.4% | 3,022 | $274K |
| Vision Capital Management, Inc. | 0.03% | No change | 3,015 | $273K |
| NerdWallet Wealth Partners, LLC | 0.12% | Reduce -0.1% | 3,014 | $273K |
| Insight Wealth Strategies, LLC | 0.03% | No change | 3,009 | $272K |
| Cassady Wealth & Retirement Planning, LLC | 0.14% | Add +1.0% | 2,841 | $271K |
| Washington Trust Bank | 0.02% | New | 2,986 | $270K |
| McIlrath & Eck, LLC | 0.02% | Add +52.3% | 2,984 | $270K |
| Luken Investment Analytics, LLC | 0.10% | No change | 2,982 | $270K |
| Breachway Investments LLC | 0.26% | Add +2.0% | 2,916 | $268K |
| 626 Financial, LLC | 0.12% | New | 2,950 | $267K |
| Covestor Ltd | 0.18% | Add +2.8% | 2,949 | $267K |
| Barnes Pettey Financial Advisors, LLC | 0.12% | No change | 2,939 | $266K |
| Argent Capital Management LLC | 0.01% | No change | 2,933 | $266K |
| Fonville Wealth Management LLC | 0.05% | Add +18.7% | 2,932 | $265K |
| Contango Wealth Management LLC | 0.31% | New | 2,917 | $264K |
| Bragg Financial Advisors, Inc | 0.01% | Add +27.4% | 2,916 | $264K |
| Sage Capital Management, LLC | 0.12% | New | 2,905 | $263K |
| Lee Danner & Bass Inc. | 0.02% | No change | 2,905 | $263K |
| BridgePort Financial Solutions, LLC | 0.07% | Reduce -23.5% | 2,904 | $263K |
| Christensen, King & Associates Investment Services, Inc. | 0.11% | Reduce -0.5% | 2,900 | $262K |
| SmartHarvest Portfolios, LLC | 0.11% | New | 2,893 | $262K |
| Bank Ozk | 0.09% | Add +1.8% | 2,891 | $262K |
| FWG Investments, LLC. | 0.17% | Add +9.3% | 2,886 | $261K |
| POM Investment Strategies, LLC | 0.32% | Reduce -96.9% | 2,886 | $261K |
| Nova Wealth Management, Inc. | 0.17% | Add +194.3% | 2,884 | $261K |
| Vickerman Investment Advisors, Inc. | 0.05% | Add +1.4% | 2,876 | $260K |
| American National Bank & Trust | 0.02% | Reduce -0.8% | 2,876 | $260K |
| Align Financial, LLC | 0.15% | Reduce -98.9% | 2,866 | $259K |
| Baring Financial LLC | 0.16% | No change | 2,866 | $259K |
| Pacifica Partners Inc. | 0.09% | Reduce -6.3% | 2,864 | $259K |
| West Wealth Group, LLC | 0.05% | Reduce -8.8% | 2,859 | $259K |
| Integris Wealth Management, LLC | 0.06% | No change | 2,857 | $259K |
| Capstone Wealth Management Group, LLC | 0.11% | New | 2,853 | $258K |
| Michels Family Financial, LLC | 0.19% | Reduce -4.5% | 2,853 | $258K |
| Sterling Investment Counsel, LLC | 0.07% | New | 2,851 | $258K |
| Indie Asset Partners, LLC | 0.29% | Add +3.4% | 2,849 | $258K |
| Laurel Wealth Planning LLC | 0.14% | Add +23.1% | 2,848 | $258K |
| Tiller Private Wealth, Inc. | 0.09% | Add +5.4% | 2,835 | $257K |
| Evolution Wealth Management Inc. | 0.19% | Add +57.8% | 2,831 | $256K |
| Wealth Forward, LLC | 0.14% | No change | 2,826 | $256K |
| Archer Investment Management, LLC | 0.11% | Reduce -74.2% | 2,821 | $255K |
| Sharkey, Howes & Javer | 0.03% | Reduce -45.8% | 2,810 | $254K |
| CBIZ Investment Advisory Services, LLC | 0.01% | Reduce -55.7% | 2,809 | $254K |
| Knuff & Co LLC | 0.08% | No change | 2,797 | $253K |
| Cherrydale Wealth Management, LLC | 0.08% | Add +4.1% | 2,783 | $252K |
| Atlas Brown,Inc. | 0.08% | No change | 2,780 | $252K |
| Opal Wealth Advisors, LLC | 0.06% | Reduce -30.2% | 2,768 | $251K |
| ETF Store, Inc. | 0.24% | New | 2,765 | $250K |
| SFG Wealth Management, LLC. | 0.10% | Reduce -0.8% | 2,750 | $249K |
| Crux Wealth Advisors | 0.10% | No change | 2,749 | $249K |
| Clifford Swan Investment Counsel LLC | 0.01% | Add +4.3% | 2,746 | $249K |
| Financial Sense Advisors, Inc. | 0.06% | Add +0.9% | 2,733 | $247K |
| Financial & Tax Architects, LLC | 0.06% | New | 2,733 | $247K |
| Pflug Koory, LLC | 0.11% | No change | 2,730 | $247K |
| Latitude Advisors, LLC | 0.11% | Add +1.5% | 2,724 | $247K |
| Vigil Wealth Management, LLC | 0.20% | Reduce -0.6% | 2,709 | $245K |
| Platform Technology Partners | 0.05% | New | 2,702 | $245K |
| Altus Wealth Group LLC | 0.10% | New | 2,699 | $244K |
| Swan Global Investments, LLC | 0.01% | Reduce -5.8% | 2,693 | $244K |
| Oder Investment Management, LLC | 0.19% | No change | 2,692 | $244K |
| Foundation Wealth Management, LLC | 0.16% | Add +0.0% | 2,687 | $243K |
| Poinciana Advisors Group, LLC | 0.19% | No change | 2,678 | $242K |
| KRM Wealth Management L.L.C. | 0.13% | Add +1.4% | 2,668 | $242K |
| Elevated Financial Group LLC | 0.08% | New | 2,663 | $241K |
| Smithfield Trust Co | 0.01% | No change | 2,651 | $240K |
| Willis Investment Counsel | 0.01% | No change | 2,634 | $238K |
| Natural Investments, LLC | 0.06% | Add +0.5% | 2,629 | $238K |
| L.K. Benson & Company, P.C. | 0.08% | New | 2,616 | $237K |
| IFC Advisors LLC | 0.03% | Reduce -18.5% | 2,612 | $236K |
| Oxinas Partners, LLC | 0.11% | Add +9.6% | 2,611 | $236K |
| American Capital Advisory, LLC | 0.10% | Add +2.5% | 2,604 | $236K |
| First National Advisers, LLC | 0.03% | No change | 2,590 | $234K |
| Tanglewood Legacy Advisors, LLC | 0.08% | No change | 2,588 | $234K |
| Insight Inv LLC | 0.13% | Reduce -46.0% | 2,583 | $234K |
| Marino, Stram & Associates LLC | 0.04% | New | 2,579 | $233K |
| World Equity Group, Inc. | 0.06% | Reduce -37.6% | 2,577 | $233K |
| Weaver Consulting Group | 0.06% | Add +2.8% | 2,573 | $233K |
| Riverstone Advisors, LLC | 0.11% | New | 2,565 | $232K |
| Sawgrass Asset Management LLC | 0.03% | Reduce -97.8% | 2,564 | $232K |
| Elite Life Management LLC | 0.29% | No change | 2,384 | $232K |
| Transcendent Capital Group LLC | 0.11% | Add +0.7% | 2,562 | $232K |
| Fayez Sarofim & Co | 0.00% | No change | 2,560 | $232K |
| Rock Point Advisors, LLC | 0.06% | Reduce -1.2% | 2,558 | $232K |
| Napier Financial, LLC | 0.05% | New | 2,553 | $231K |
| SeedSafe Financial LLC | 0.19% | No change | 2,549 | $231K |
| Rubicon Advisors, GP | 0.21% | New | 2,541 | $230K |
| Obsidian Cio, LLC | 0.21% | Add +7.2% | 2,532 | $229K |
| ShoreHaven Wealth Partners, LLC | 0.08% | No change | 2,530 | $229K |
| Foster Group, Inc. | 0.01% | No change | 2,528 | $229K |
| WealthBridge Capital Management, LLC | 0.05% | Reduce -10.2% | 2,527 | $229K |
| KERR FINANCIAL PLANNING Corp | 0.16% | Add +13.0% | 2,421 | $228K |
| Eldridge Investment Advisors, Inc. | 0.05% | New | 2,518 | $228K |
| Chesapeake Wealth Management | 0.07% | New | 2,518 | $228K |
| Fund Evaluation Group, LLC | 0.01% | No change | 2,510 | $227K |
| Flagship Private Wealth, LLC | 0.09% | New | 2,505 | $227K |
| Capital Advisors Inc. | 0.00% | Add +3.9% | 2,504 | $227K |
| Financial Management Network Inc. | 0.03% | New | 2,378 | $226K |
| Gilman Hill Asset Management, LLC | 0.03% | Add +2.4% | 2,496 | $226K |
| Prudent Investors Network, Inc. | 0.05% | No change | 2,486 | $225K |
| Presidio Capital Management, LLC | 0.07% | Reduce -9.4% | 2,473 | $224K |
| KLCM Advisors, Inc. | 0.02% | New | 2,451 | $222K |
| Bouvel Investment Partners, LLC | 0.06% | No change | 2,437 | $221K |
| Arbor Wealth Advisors LLC | 0.15% | No change | 2,427 | $220K |
| Abner Herrman & Brock LLC | 0.02% | Add +4.3% | 2,415 | $219K |
| Flagstone Financial Management | 0.05% | No change | 2,418 | $219K |
| Tenon Financial LLC | 0.09% | New | 2,412 | $218K |
| Commonwealth Financial Services, LLC | 0.03% | Reduce -97.7% | 2,411 | $218K |
| Shotwell Rutter Baer Inc | 0.13% | No change | 2,399 | $217K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.16% | Reduce -10.2% | 2,398 | $217K |
| ProVise Management Group, LLC | 0.02% | Reduce -1.2% | 2,393 | $217K |
| Inlight Wealth Management, LLC | 0.08% | New | 2,383 | $216K |
| FLC Capital Advisors | 0.04% | New | 2,365 | $214K |
| Arsenal Capital Advisors LLC | 0.16% | Add +1.4% | 2,364 | $214K |
| Sincerus Advisory, LLC | 0.16% | No change | 2,364 | $214K |
| Meridian Wealth Partners, LLC | 0.03% | New | 2,362 | $214K |
| GenTrust, LLC | 0.01% | No change | 2,359 | $214K |
| Harbor Advisory Corp. | 0.06% | No change | 2,352 | $213K |
| JB Capital LLC | 0.01% | No change | 2,327 | $211K |
| Provident Wealth Management, LLC | 0.06% | No change | 2,324 | $210K |
| Onyx Bridge Wealth Group LLC | 0.02% | Reduce -6.5% | 2,322 | $210K |
| Richardson Capital Management LLC | 0.10% | No change | 2,320 | $210K |
| Lakeridge Wealth Management LLC | 0.09% | New | 2,319 | $210K |
| Hamilton Point Investment Advisors, LLC | 0.03% | Reduce -3.5% | 2,319 | $210K |
| Ashford Advisors, LLC | 0.05% | No change | 2,315 | $210K |
| Guardian Partners Inc. | 0.02% | Add +1.7% | 2,311 | $209K |
| Evermay Wealth Management LLC | 0.02% | Reduce -6.3% | 2,310 | $209K |
| KFG Wealth Management, LLC | 0.03% | Reduce -3.3% | 2,309 | $209K |
| Factor Wealth Management LTD | 0.04% | Reduce -6.2% | 2,300 | $208K |
| Valtinson Bruner Financial Planning LLC | 0.06% | Reduce -7.7% | 2,295 | $208K |
| LifeGoal Investments, LLC | 0.12% | No change | 2,252 | $207K |
| Catalina Capital Group, LLC | 0.13% | New | 2,286 | $207K |
| Trustmark Bank Trust Department | 0.01% | No change | 2,274 | $206K |
| IMG Wealth Management, Inc. | 0.13% | Reduce -28.9% | 2,273 | $206K |
| Evelyn Partners Asset Management Ltd | 0.05% | Add +183.5% | 2,271 | $206K |
| Pursue Wealth Partners LLC | 0.12% | No change | 2,266 | $205K |
| Clearstead Trust, LLC | 0.03% | Reduce -33.4% | 2,252 | $204K |
| Greenup Street Wealth Management LLC | 0.03% | New | 2,249 | $204K |
| Norris Perne & French LLP | 0.01% | Reduce -49.8% | 2,247 | $203K |
| Olde Wealth Management, LLC | 0.06% | Reduce -35.1% | 2,248 | $203K |
| HFG Advisors, Inc. | 0.14% | No change | 2,240 | $203K |
| Bienville Capital Management, LLC | 0.04% | New | 2,240 | $203K |
| Summit Financial Strategies, Inc. | 0.02% | Reduce -5.8% | 2,236 | $202K |
| Clearwater Capital Advisors, LLC | 0.02% | New | 2,235 | $202K |
| Prosperity Planning, Inc. | 0.07% | Reduce -0.8% | 2,231 | $202K |
| Causey Wealth LLC | 0.09% | Reduce -12.0% | 2,228 | $202K |
| WealthTrust Axiom LLC | 0.05% | Reduce -3.6% | 2,219 | $201K |
| Brindle & Bay Financial Advisors, LLC | 0.12% | New | 2,218 | $201K |
| E&G Advisors, LLC | 0.04% | New | 2,218 | $201K |
| Emprise Bank | 0.08% | Reduce -6.3% | 2,215 | $201K |
| Lavelle Capital LP | 0.12% | New | 2,211 | $200K |
| Piscataqua Savings Bank | 0.14% | No change | 2,203 | $199K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 2,201 | $199K |
| Signature Equity Partners, LLC | 0.10% | Reduce -4.6% | 2,111 | $191K |
| Gen-Wealth Partners Inc | 0.06% | No change | 2,021 | $183K |
| Your Advocates Ltd., LLP | 0.06% | No change | 2,005 | $182K |
| Nalls Sherbakoff Group, LLC | 0.13% | No change | 2,000 | $181K |
| Triumph Capital Management | 0.04% | Add +1.1% | 1,978 | $179K |
| Hills Bank & Trust Co | 0.01% | Add +31.4% | 1,964 | $178K |
| Strategic Advisory Partners, LLC | 0.14% | New | 1,960 | $177K |
| Private Wealth Management Group, LLC | 0.05% | Reduce -0.2% | 1,944 | $176K |
| Curio Wealth, LLC | 0.06% | Reduce -14.6% | 1,912 | $173K |
| Twin Peaks Wealth Advisors, LLC | 0.04% | New | 1,773 | $161K |
| Bfsg, LLC | 0.02% | No change | 1,762 | $160K |
| S.A. Mason LLC | 0.06% | No change | 1,725 | $156K |
| Gill Capital Partners, LLC | 0.04% | New | 1,699 | $154K |
| Proffitt & Goodson Inc. | 0.02% | Reduce -31.8% | 1,677 | $152K |
| Windsor Advisory Group, LLC | 0.12% | New | 1,643 | $149K |
| LFA - Lugano Financial Advisors SA | 0.07% | No change | 1,628 | $147K |
| North Ridge Wealth Advisors, Inc. | 0.08% | Reduce -4.4% | 1,627 | $147K |
| Bradley & Co. Private Wealth Management, LLC | 0.08% | No change | 1,617 | $146K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,609 | $146K |
| SJS Investment Consulting Inc. | 0.02% | Reduce -13.5% | 1,603 | $145K |
| United Financial Planning Group LLC | 0.08% | Reduce -6.8% | 1,555 | $141K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 1,514 | $137K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | Reduce -31.7% | 1,511 | $137K |
| Arlington Trust Co LLC | 0.01% | No change | 1,502 | $136K |
| CGC Financial Services, LLC | 0.04% | Reduce -1.2% | 1,498 | $136K |
| First Pacific Financial | 0.02% | Add +214.1% | 1,492 | $135K |
| Retiremitten Financial LLC | 0.06% | — | 1,479 | $134K |
| DecisionPoint Financial, LLC | 0.03% | Reduce -8.9% | 1,446 | $131K |
| Prestige Wealth Management Group LLC | 0.03% | No change | 1,443 | $131K |
| Hilton Head Capital Partners, LLC | 0.07% | No change | 1,369 | $124K |
| MRP Capital Investments, LLC | 0.11% | Add +70.5% | 1,347 | $122K |
| Tradewinds Capital Management, LLC | 0.02% | Reduce -14.3% | 1,347 | $122K |
| Holos Integrated Wealth LLC | 0.06% | No change | 1,294 | $119K |
| Harbor Asset Planning, Inc. | 0.10% | No change | 1,277 | $116K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -4.8% | 1,257 | $115K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 1,267 | $115K |
| Hanson & Doremus Investment Management | 0.01% | Add +104.2% | 1,254 | $114K |
| Investors Research Corp | 0.02% | No change | 1,258 | $114K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 1,193 | $108K |
| Tucker Asset Management LLC | 0.03% | Add +22.0% | 1,191 | $108K |
| Global Assets Advisory, LLC | 0.03% | New | 1,182 | $107K |
| MPWM Advisory Solutions, LLC | 0.06% | Reduce -24.7% | 1,163 | $105K |
| Ameriflex Group, Inc. | 0.05% | Reduce -2.2% | 1,154 | $105K |
| Stone House Investment Management, LLC | 0.02% | Add +2.7% | 1,127 | $102K |
| SRH Advisors, LLC | 0.03% | Add +7.4% | 1,102 | $100K |
| Legacy Wealth Managment, LLC | 0.05% | No change | 1,093 | $99K |
| Pillar Financial Advisors, LLC | 0.06% | No change | 1,086 | $98K |
| Sunrise Financial Services, LLC | 0.07% | New | 1,080 | $98K |
| Morse Asset Management, Inc | 0.02% | Add +5.0% | 1,050 | $95K |
| Cliffwater LLC | 0.02% | No change | 1,036 | $94K |
| Caldwell Sutter Capital, Inc. | 0.04% | Reduce -2.6% | 1,015 | $92K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Reduce -44.3% | 1,005 | $91K |
| First Community Trust NA | 0.07% | Add +46.7% | 980 | $89K |
| Minot DeBlois Advisors LLC | 0.08% | Reduce -13.6% | 950 | $86K |
| Newton One Investments LLC | 0.02% | Reduce -30.2% | 931 | $84K |
| Thompson Investment Management, Inc. | 0.01% | Add +511.8% | 930 | $84K |
| PlanVest Financial, Inc | 0.06% | — | 925 | $84K |
| Trust Co. of Toledo NA | 0.01% | Reduce -30.3% | 922 | $83K |
| Pioneer Family Office, LLC | 0.06% | No change | 906 | $82K |
| Delta Asset Management LLC | 0.01% | No change | 900 | $81K |
| Bank of New Hampshire | 0.02% | New | 884 | $80K |
| Roxbury Financial LLC | 0.07% | No change | 883 | $80K |
| First PREMIER Bank | 0.02% | No change | 864 | $78K |
| Rice Partnership, LLC | 0.01% | No change | 857 | $78K |
| Essential Partners LLC | 0.03% | No change | 853 | $77K |
| Marquette Asset Management, LLC | 0.01% | New | 846 | $77K |
| Addison Advisors LLC | 0.02% | Add +23.4% | 843 | $76K |
| PFS Partners, LLC | 0.03% | No change | 841 | $76K |
| Atwood & Palmer Inc. | 0.00% | No change | 812 | $74K |
| High Note Wealth, LLC | 0.01% | New | 791 | $72K |
| Banque Transatlantique SA | 0.00% | New | 785 | $71K |
| Orion Capital Management LLC | 0.02% | Add +492.4% | 776 | $70K |
| Front Row Advisors LLC | 0.02% | No change | 775 | $70K |
| Darwin Wealth Management, LLC | 0.02% | Add +48.5% | 756 | $68K |
| Fiduciary Advisors, Inc. | 0.05% | No change | 752 | $68K |
| Twin Lakes Capital Management, LLC | 0.03% | No change | 742 | $67K |
| Union Savings Bank | 0.03% | No change | 719 | $65K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -8.5% | 713 | $65K |
| Abound Financial, LLC | 0.03% | No change | 710 | $64K |
| Global Trust Asset Management, LLC | 0.02% | No change | 704 | $64K |
| MTM Investment Management, LLC | 0.02% | No change | 680 | $62K |
| Tacita Capital Inc | 0.04% | No change | 665 | $60K |
| Missouri Trust & Investment Co | 0.02% | No change | 660 | $60K |
| Sittner & Nelson, LLC | 0.02% | No change | 658 | $60K |
| Birchwood Financial Partners, Inc. | 0.06% | No change | 645 | $58K |
| Networth Advisors, LLC | 0.04% | Add +65.9% | 622 | $56K |
| Pin Oak Investment Advisors Inc. | 0.04% | No change | 615 | $56K |
| Toth Financial Advisory Corp. | 0.01% | No change | 615 | $56K |
| Redwood Park Advisors LLC | 0.04% | Reduce -7.7% | 601 | $54K |
| Aventura Private Wealth, LLC | 0.02% | No change | 588 | $53K |
| Reyes Financial Architecture, Inc. | 0.04% | Add +8.6% | 568 | $51K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +136.2% | 555 | $50K |
| Kimelman & Baird, LLC | 0.00% | No change | 542 | $49K |
| Hoey Investments, Inc. | 0.01% | No change | 528 | $48K |
| Breakwater Investment Management | 0.02% | No change | 519 | $47K |
| Conquis Financial LLC | 0.04% | Reduce -13.1% | 492 | $46K |
| Turim 21 Investimentos Ltda. | 0.01% | Reduce -52.1% | 513 | $46K |
| Silver Grove Financial Group, Inc. | 0.04% | New | 507 | $46K |
| LM Advisors LLC | 0.25% | Add +28.3% | 4,022 | $44K |
| Westend Capital Management, LLC | 0.01% | No change | 489 | $44K |
| Smallwood Wealth Investment Management, LLC | 0.02% | Reduce -76.1% | 477 | $43K |
| Cetera Trust Company, N.A | 0.02% | No change | 468 | $42K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 440 | $40K |
| Crews Bank & Trust | 0.01% | Add +4.1% | 428 | $39K |
| Integrity Financial Corp | 0.02% | No change | 426 | $39K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 419 | $38K |
| Lloyd Advisory Services, LLC. | 0.01% | Add +43.9% | 416 | $38K |
| Kingdom Financial Group LLC. | 0.01% | Reduce -48.4% | 416 | $38K |
| Sfam, LLC | 0.03% | New | 392 | $35K |
| Main Street Group, LTD | 0.01% | New | 377 | $34K |
| Cornerstone Planning Group LLC | 0.00% | Add +0.3% | 342 | $33K |
| Duncker Streett & Co. Inc. | 0.01% | Add +88.3% | 354 | $32K |
| Blume Capital Management, Inc. | 0.01% | No change | 350 | $32K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 346 | $31K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 334 | $30K |
| Anfield Capital Management, LLC | 0.01% | No change | 331 | $30K |
| Horizons Wealth Management | 0.02% | No change | 321 | $29K |
| Burk Holdings LLC | 0.01% | New | 315 | $29K |
| Pacific Center for Financial Services | 0.01% | No change | 314 | $28K |
| Wilkerson Advisory Group LLC | 0.01% | Reduce -4.3% | 312 | $28K |
| Comprehensive Financial Planning, Inc. | 0.02% | Reduce -41.5% | 296 | $27K |
| Robinswood Financial LLC | 0.01% | Reduce -79.6% | 292 | $26K |
| Sachetta, LLC | 0.01% | Reduce -93.6% | 288 | $26K |
| Protective Life Corp. | 0.09% | New | 284 | $26K |
| Medallion Wealth Advisors, LLC | 0.01% | Reduce -7.3% | 266 | $24K |
| Battery Global Advisors, LLC | 0.01% | Add +87.2% | 264 | $24K |
| Kozak & Associates, Inc. | 0.00% | No change | 244 | $23K |
| Strengthening Families & Communities, LLC | 0.01% | Reduce -1.2% | 250 | $23K |
| Quaker Wealth Management, LLC | 0.01% | Reduce -14.4% | 238 | $22K |
| Midwest Capital Advisors, LLC | 0.01% | No change | 235 | $21K |
| Ares Financial Consulting, LLC | 0.02% | No change | 227 | $21K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -47.1% | 230 | $21K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 227 | $21K |
| Atlantic Private Wealth, LLC | 0.01% | No change | 226 | $20K |
| Godsey & Gibb, Inc. | 0.00% | Reduce -48.1% | 222 | $20K |
| Innovative Asset Advisors Group, LLC | 0.01% | — | 215 | $19K |
| Bullock Wealth Management Group | 0.01% | No change | 208 | $19K |
| Wealth Science Advisors LLC | 0.01% | New | 206 | $18K |
| Valley National Advisers Inc. | 0.00% | No change | 207 | $18K |
| TopTier Wealth Management, LLC | 0.01% | New | 199 | $18K |
| Arcadia Investment Advisors LLC | 0.01% | No change | 197 | $18K |
| Hughes Financial Services, LLC | 0.00% | Reduce -31.1% | 195 | $18K |
| Perkins Coie Trust Co | 0.00% | No change | 190 | $17K |
| Bank & Trust Co | 0.01% | No change | 188 | $17K |
| Tower View Wealth Management LLC | 0.01% | No change | 183 | $17K |
| Benson Wealth Management INC | 0.02% | No change | 183 | $17K |
| Burkett Financial Services, LLC | 0.01% | New | 175 | $16K |
| CNB Bank | 0.01% | No change | 173 | $16K |
| LRI Investments, LLC | 0.00% | No change | 170 | $15K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -88.6% | 168 | $15K |
| Evolution Advisers, Inc. | 0.01% | New | 169 | $15K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | Reduce -68.6% | 161 | $15K |
| Capital & Planning, LLC | 0.01% | New | 155 | $14K |
| Davis Capital Management | 0.01% | No change | 154 | $14K |
| Graney & King, LLC | 0.01% | No change | 154 | $14K |
| NorthAvenue LLC | 0.01% | No change | 153 | $14K |
| Manning & Napier Advisors LLC | 0.00% | No change | 155 | $14K |
| Paladin Partners, LLC | 0.01% | No change | 150 | $14K |
| Morgan Dempsey Capital Management LLC | 0.01% | No change | 145 | $13K |
| Key Capital Management, INC | 0.01% | Reduce -59.2% | 138 | $12K |
| Southern Michigan Bank & Trust | 0.00% | — | 135 | $12K |
| Sellwood Investment Partners LLC | 0.00% | No change | 129 | $12K |
| Seneschal Advisors, LLC | 0.01% | No change | 126 | $11K |
| Chilton Capital Management LLC | 0.00% | Reduce -47.6% | 119 | $11K |
| Philadelphia Investment Partners, LLC | 0.01% | — | 114 | $10K |
| Deane Retirement Strategies, Inc. | 0.00% | Reduce -99.9% | 113 | $10K |
| Red Reef Advisors LLC | 0.01% | No change | 111 | $10K |
| Bruce G. Allen Investments, LLC | 0.01% | New | 110 | $10K |
| Hilltop National Bank | 0.00% | No change | 108 | $10K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 100 | $10K |
| Adirondack Trust Co. | 0.00% | New | 105 | $10K |
| Punch & Associates Investment Management, Inc. | 0.00% | Add +52.9% | 104 | $9K |
| Birchbrook, Inc. | 0.00% | New | 100 | $9K |
| Flagship Wealth Advisors, LLC | 0.00% | New | 108 | $9K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 99 | $9K |
| Arcadia Investment Management Corp. | 0.00% | Reduce -40.0% | 90 | $8K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | No change | 88 | $8K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 88 | $8K |
| Cypress Capital Management LLC (WY) | 0.01% | No change | 84 | $8K |
| Adkins Seale Capital Management LLC | 0.01% | No change | 74 | $7K |
| ROSS\JOHNSON & Associates LLC | 0.12% | No change | 73 | $7K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 72 | $7K |
| IMA Advisory Services, Inc. | 0.00% | No change | 71 | $6K |
| True Wealth Design, LLC | 0.00% | Reduce -62.6% | 70 | $6K |
| Peoples Financial Services Corp. | 0.00% | New | 69 | $6K |
| Lummis Asset Management, LP | 0.00% | No change | 66 | $6K |
| Cheviot Value Management, LLC | 0.00% | No change | 66 | $6K |
| Alerus Financial NA | 0.00% | Reduce -24.7% | 64 | $6K |
| Pittenger & Anderson Inc. | 0.00% | Add +226.3% | 62 | $6K |
| Kilter Group LLC | 0.00% | No change | 60 | $5K |
| Team Financial Group, LLC | 0.00% | No change | 57 | $5K |
| VSM Wealth Advisory, LLC | 0.00% | New | 51 | $5K |
| Fairscale Capital, LLC | 0.00% | No change | 48 | $4K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Add +20.0% | 48 | $4K |
| Sawyer & Company, Inc | 0.00% | No change | 40 | $4K |
| 1 North Wealth Services LLC | 0.00% | No change | 40 | $4K |
| Go Invest LLC | 0.00% | Add +11.1% | 40 | $4K |
| Valued Wealth Advisors LLC | 0.00% | No change | 39 | $4K |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 38 | $3K |
| Blueline Advisors LLC | 0.00% | No change | 29 | $3K |
| Sofi Wealth, LLC | 0.00% | Reduce -32.5% | 27 | $2K |
| Portus Wealth Advisors, LLC | 0.00% | New | 25 | $2K |
| Spurstone Advisory Services, LLC | 0.04% | Reduce -32.4% | 23 | $2K |
| Navigoe, LLC | 0.00% | No change | 26 | $2K |
| Resources Management Corp. /CT/ | 0.00% | No change | 23 | $2K |
| MBM Wealth Consultants, LLC | 0.00% | New | 22 | $2K |
| Hillsdale Investment Management Inc. | 0.00% | New | 21 | $2K |
| WFA of San Diego, LLC | 0.00% | New | 20 | $2K |
| Game Plan Financial Advisors, LLC | 0.00% | New | 18 | $2K |
| Parvin Asset Management, LLC | 0.00% | No change | 16 | $1K |
| Raelipskie Partnership | 0.00% | No change | 15 | $1K |
| Costello Asset Management, INC | 0.00% | New | 13 | $1K |
| Clark Wealth Partners | 0.00% | New | 8 | $725 |
| Lodestone Wealth Management LLC | 0.00% | No change | 2 | $202 |
"% 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.