iShares Core MSCI Eafe ETFIEFAETF

13F holders, Q2 2026 (June 30)
2,461holders +41
129new positions
81sold out
6famous investors
$96.38avg. 13F price*

At the end of Q2 2026, 2,461 institutions reported holding iShares Core MSCI Eafe ETF (IEFA) in their 13F filings, up 41 from Q1 2026. 129 opened new positions and 81 sold out. The largest holders were Bank of America Corp. ($19.8B), Jones Financial Companies LLLP ($10.8B) and Morgan Stanley ($10.3B). 6 famous investors held it, including Joel Greenblatt (0.3% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions129$561.2M
Exits81$123.2M

All 13F filers, Q1 2026 → Q2 2026: 74,228,999 shares bought and 33,528,665 shares sold, net +40,700,334 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,461 holders

Bank of America Corp. 1.28% Add +0.8% 204,783,528 $19.8B
Jones Financial Companies LLLP 4.34% Add +4.7% 113,501,860 $10.8B
Morgan Stanley 0.55% Add +1.4% 106,642,553 $10.3B
Wells Fargo & Company 1.53% Add +6.5% 90,734,083 $8.8B
UBS Group AG 1.07% Add +0.4% 69,612,813 $6.7B
Envestnet Asset Management Inc. 1.12% Reduce -3.4% 49,145,813 $4.7B
LPL Financial LLC 1.04% Add +3.8% 47,763,542 $4.6B
Raymond James Financial Inc. 1.21% Add +3.1% 46,049,336 $4.4B
Bank of New York Mellon Corp 0.61% Add +1.4% 38,647,342 $3.7B
Northwestern Mutual Wealth Management Co. 1.92% Add +2.6% 37,299,272 $3.6B
US Bancorp \de 3.80% Add +0.9% 35,990,373 $3.5B
BlackRock, Inc. 0.05% Add +0.3% 34,237,509 $3.3B
FMR LLC 0.13% Add +5.3% 29,875,730 $2.9B
TIAA Wealth Investment Management LLC 17.42% Add +6.9% 27,083,395 $2.6B
Goldman Sachs Group Inc. 0.21% Reduce -2.4% 20,668,695 $2.0B
Tiaa-Cref Individual & Institutional Services, LLC 6.59% Add +2.5% 19,810,756 $1.9B
JPMorgan Chase & Co. 0.11% Add +1.8% 19,301,863 $1.9B
PNC Financial Services Group, Inc. 0.81% Add +1.0% 16,979,459 $1.6B
Truist Financial Corp. 1.86% Reduce -15.8% 16,097,270 $1.6B
Ameriprise Financial Inc. 0.29% Reduce -2.6% 15,014,350 $1.5B
M&T Bank Corp 3.98% Add +2.1% 14,058,378 $1.4B
Bank of Montreal 0.43% Reduce -26.5% 12,139,091 $1.2B
Cerity Partners LLC 1.36% Add +2.2% 11,603,700 $1.1B
Cetera Investment Advisers 1.02% Add +0.7% 11,556,893 $1.1B
Brown Brothers Harriman & Co. 4.58% Add +153.5% 10,822,791 $1.0B
Stifel Financial Corp. 0.85% Reduce -7.8% 10,588,773 $1.0B
Keybank National Association 3.30% Add +1.9% 10,377,291 $1.0B
Mariner, LLC 1.02% Add +4.4% 10,178,869 $983.0M
Assetmark, Inc. 1.59% Add +8.8% 9,554,572 $922.8M
Royal Bank of Canada 0.15% Add +4.7% 9,263,997 $894.7M
Betterment LLC 1.46% Reduce -3.3% 8,955,018 $864.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.16% Reduce -13.8% 8,835,463 $853.3M
Fifth Third Bancorp 1.18% Add +39.7% 7,515,350 $725.8M
Ballentine Partners, LLC 7.99% Add +1.6% 6,772,847 $654.1M
Alliancebernstein L.P. 0.21% Add +5.0% 6,923,111 $626.7M
Prudential Financial Inc. 0.68% Add +21.7% 6,473,398 $625.2M
Baird Financial Group, Inc. 0.86% Add +4.3% 6,442,419 $622.2M
Dynasty Wealth Management, LLC 4.54% Add +6.5% 6,325,648 $610.9M
HighTower Advisors, LLC 0.57% Add +7.9% 6,144,370 $593.4M
Cresset Asset Management, LLC 2.04% Add +3.7% 5,786,155 $558.8M
Franklin Resources Inc. 0.12% Add +12.7% 5,687,902 $549.3M
Pathstone Holdings, LLC 1.51% Add +883.4% 5,376,316 $519.2M
United Capital Financial Advisors, LLC 2.68% Reduce -0.6% 5,029,440 $485.9M
Pure Financial Advisors, LLC 6.03% Add +3.8% 4,856,323 $469.0M
Flputnam Investment Management Co. 5.54% Reduce -4.0% 4,815,001 $465.0M
MML Investors Services, LLC 0.91% Add +15.3% 4,635,301 $447.7M
Fiduciary Trust Co 4.80% Reduce -0.2% 4,567,544 $441.1M
Mercer Global Advisors Inc. 0.53% Reduce -4.0% 4,450,490 $429.8M
Vantagepoint Investment Advisers LLC 3.01% Reduce -1.5% 4,169,800 $402.7M
Jane Street Group, LLC 0.26% Add +32.0% 4,140,505 $399.9M
Hirtle & Co., LLC 13.54% Add +1.7% 4,008,471 $387.1M
Members Trust Co 11.72% Add +0.1% 3,899,413 $376.6M
Signaturefd, LLC 4.97% Add +5.9% 3,851,465 $372.0M
RiverFront Investment Group, LLC 4.81% Add +14.9% 3,762,914 $363.4M
TD Private Client Wealth LLC 6.58% Add +9.2% 3,705,860 $357.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 7.68% Add +2.8% 3,677,104 $355.1M
Modera Wealth Management, LLC 3.76% Add +3.4% 3,646,299 $352.2M
Sei Investments Co. 0.31% Add +2.0% 3,612,061 $348.9M
Allspring Global Investments Holdings, LLC 0.53% Add +3.5% 3,613,535 $347.2M
Heritage Wealth Advisors 11.75% Add +14.8% 3,543,932 $342.3M
Bell Bank 12.98% Reduce -0.8% 3,523,642 $340.3M
&partners 1.36% Add +3.8% 3,429,402 $331.3M
Corient Private Wealth LP 0.45% Add +0.9% 3,377,165 $326.2M
Rockefeller Capital Management L.P. 0.47% Add +9.2% 3,141,044 $303.4M
Envestnet Portfolio Solutions, Inc. 1.45% Add +8.9% 3,139,054 $303.2M
Stairway Partners, LLC 14.14% Add +0.7% 3,108,202 $300.2M
Haverford Trust Co 2.58% Add +4.5% 3,097,076 $299.1M
Hantz Financial Services, Inc. 3.99% Add +18.3% 3,052,220 $294.8M
Natixis Advisors, LLC 0.33% Add +20.0% 3,010,806 $290.8M
Moneta Group Investment Advisors LLC 2.08% Add +8.4% 2,910,642 $281.1M
Focus Partners Wealth 0.28% Reduce -0.7% 2,870,324 $277.2M
Commonwealth Equity Services, LLC 0.35% Reduce -0.1% 2,845,616 $274.8M
Prime Capital Investment Advisors, LLC 2.60% Add +334.5% 2,770,947 $267.6M
Connecticut Wealth Management, LLC 9.75% Add +6.2% 2,731,152 $263.8M
Creative Planning 0.15% Reduce -1.3% 2,717,102 $262.4M
Quotient Wealth Partners, LLC 6.04% Add +2.9% 2,650,160 $256.0M
OpenArc Corporate Advisory, LLC 2.94% Add +9.3% 2,561,392 $247.4M
MAI Capital Management 0.93% Add +4.8% 2,521,994 $243.6M
Johnson Financial Group, Inc. 7.94% Add +29.3% 2,500,607 $241.5M
First Command Advisory Services, Inc. 1.39% Reduce -7.4% 2,414,105 $233.0M
First Citizens Bank & Trust Co. 3.45% Add +18.3% 2,387,887 $230.6M
Passaic Partners LLC 21.97% Add +16.8% 2,378,304 $229.7M
Osaic Holdings, Inc. 0.26% Add +5.0% 2,316,888 $223.8M
Choreo, LLC 2.45% Add +4.9% 2,309,310 $223.0M
Citizens Financial Group Inc. 2.67% Add +0.3% 2,296,101 $221.8M
Janney Montgomery Scott LLC 0.43% Reduce -3.1% 2,293,303 $221.5M
Northern Trust Corp. 0.03% Add +5.0% 2,291,497 $221.3M
Matson Money. Inc. 6.06% Reduce -0.0% 2,251,588 $217.5M
Schroder Investment Management Group 0.15% New 2,250,640 $216.8M
Neuberger Berman Group LLC 0.14% Add +3.0% 2,197,743 $212.3M
CKW Financial Group 20.66% Add +1.0% 2,188,095 $210.2M
Nomura Asset Management International Inc. 0.32% Reduce -24.2% 2,163,492 $208.9M
Retirement Investment Advisors, Inc. 14.71% Add +2.9% 2,145,326 $206.3M
Balentine LLC 7.29% Reduce -1.4% 2,123,908 $205.1M
Nuveen, LLC 0.05% Add +4.2% 2,118,811 $204.6M
Wellington Management Group LLP 0.03% Add +115.1% 2,077,341 $200.6M
Greenleaf Trust 1.91% Reduce -3.8% 2,056,736 $198.6M
UNC Management Company, Inc. 9.52% Add +38.5% 2,037,480 $196.8M
Wealth Enhancement Advisory Services, LLC 0.32% Add +1.0% 1,993,012 $193.4M
Investure, LLC 11.81% Reduce -20.6% 1,956,850 $189.0M
Bartlett & Co. Wealth Management LLC 2.28% Add +3.8% 1,886,270 $182.2M
Halbert Hargrove Global Advisors, LLC 7.81% Reduce -0.1% 1,858,958 $179.5M
Midland Wealth Advisors, LLC 8.43% Add +0.5% 1,857,171 $179.4M
NEOS Investment Management LLC 0.65% Add +11.6% 1,825,722 $176.3M
Avidian Wealth Enterprises, LLC 4.83% Add +4.4% 1,802,606 $174.1M
Mission Wealth Management, LP 2.17% Add +16.9% 1,800,023 $173.8M
National Philanthropic Trust 2.43% Reduce -1.4% 1,740,104 $168.1M
SCS Capital Management LLC 1.56% Add +2.8% 1,707,890 $164.9M
Meeder Advisory Services, Inc. 5.87% Add +4.4% 1,660,460 $160.4M
Aaron Wealth Advisors LLC 7.90% Add +4.8% 1,610,916 $155.6M
First Business Financial Services, Inc. 11.74% Add +0.7% 1,567,578 $151.4M
Equitable Holdings, Inc. 0.89% Add +2.5% 1,551,330 $149.1M
Tiaa Trust, National Association 8.70% Reduce -1.3% 1,524,207 $147.2M
Sanctuary Advisors, LLC 0.68% Add +9.7% 1,520,243 $146.8M
Steward Partners Investment Advisory, LLC 0.74% Reduce -48.3% 1,496,403 $144.5M
AE Wealth Management LLC 0.67% Add +13.8% 1,486,643 $143.6M
Alesco Advisors, LLC, An ESL Co 3.21% Reduce -2.2% 1,452,417 $140.3M
Facet Wealth, Inc. 1.97% Reduce -2.4% 1,426,574 $137.8M
Wealthquest Corp 8.65% Reduce -1.1% 1,419,270 $137.1M
First Financial Bank - Trust Division 9.69% Add +2.6% 1,406,650 $135.9M
Lido Advisors, LLC 0.49% Add +5.3% 1,403,968 $135.6M
NewEdge Advisors, LLC 0.40% Add +2.6% 1,394,259 $134.7M
Captrust Financial Advisors 0.21% Add +2.8% 1,392,936 $134.5M
UMB Bank, n.a. 1.69% Add +1.8% 1,383,831 $133.7M
Ritholtz Wealth Management 1.98% Add +2.2% 1,372,046 $132.5M
Cambridge Investment Research Advisors, Inc. 0.30% Reduce -12.0% 1,371,932 $132.5M
Capital Analysts, LLC 2.99% Add +1.7% 1,343,998 $129.8M
Sagespring Wealth Partners, LLC 1.99% Add +2.5% 1,340,715 $129.5M
Parcion Private Wealth LLC 7.15% Reduce -24.4% 1,333,656 $128.8M
Curi Capital, LLC 1.93% Add +8.2% 1,293,588 $124.9M
Gotham Asset Management 0.29% Reduce -2.0% 1,288,308 $124.4M
SigFig Wealth Management, LLC 3.28% Add +1.0% 1,283,865 $123.7M
Fifth Third Wealth Advisors LLC 3.34% Add +2.1% 1,236,076 $119.4M
Alaska Permanent Capital Management, LLC 7.74% Reduce -0.5% 1,226,501 $118.5M
Charles Schwab Investment Management Inc. 0.02% Reduce -30.9% 1,224,963 $118.3M
RKL Wealth Management LLC 9.32% Add +1.6% 1,210,097 $116.9M
Wedmont Private Capital 3.17% Add +2.6% 1,188,881 $115.6M
First Foundation Advisors 4.13% Add +8.2% 1,189,720 $114.9M
Arkos Global Advisors 13.32% Add +6.5% 1,164,620 $112.5M
Composition Wealth, LLC 1.31% Add +7.5% 1,153,599 $111.4M
Mirae Asset Global Investments Co., Ltd. 0.21% Reduce -6.3% 1,146,545 $110.7M
Global Strategic Investment Solutions, LLC 9.83% Reduce -0.2% 1,136,642 $109.8M
Bangor Savings Bank 8.07% Add +1.3% 1,136,555 $109.8M
FORM Wealth Advisors, LLC 11.96% Reduce -15.8% 1,125,655 $108.7M
Dixon Mitchell Investment Counsel Inc. 3.49% Reduce -55.1% 1,112,546 $107.4M
Brown Advisory Inc. 0.17% Add +28.8% 1,104,661 $106.7M
Axiom Investors LLC 0.92% Reduce -8.7% 1,103,300 $106.6M
Clearstead Advisors, LLC 1.00% Add +6.3% 1,096,285 $105.9M
Regions Financial Corp. 0.63% Add +14.7% 1,092,229 $105.5M
HSBC Holdings PLC 0.05% Reduce -2.8% 1,086,941 $105.0M
Callan Family Office, LLC 2.05% Add +7.9% 1,086,316 $104.9M
New York Life Investment Management LLC 0.73% Add +4.6% 1,078,383 $104.2M
Truepoint, Inc. 2.16% Reduce -5.7% 1,070,948 $103.4M
DAVENPORT & Co LLC 0.52% Add +15.7% 1,059,493 $102.3M
Twin Focus Capital Partners, LLC 10.28% Add +0.8% 1,045,647 $101.0M
First National Trust Co 3.43% Add +1.4% 1,044,216 $100.9M
Wellspring Financial Advisors, LLC 6.58% Add +4.6% 1,695,488 $100.0M
Diversified Trust Co. 1.60% Add +1.6% 1,031,811 $99.7M
Rehmann Capital Advisory Group 4.54% Add +2.6% 1,027,001 $99.2M
Legacy Edge Advisors, LLC 9.11% Add +2.0% 1,026,913 $99.2M
Makena Capital Management LLC 10.33% Reduce -5.6% 1,017,877 $98.3M
Graves Light Lenhart Wealth, Inc. 9.13% Add +5.8% 1,013,378 $97.9M
Aspiriant, LLC 2.41% Add +2.4% 1,010,674 $97.6M
Klingman & Associates, LLC 4.12% Add +4.7% 1,002,180 $96.8M
Cliftonlarsonallen Wealth Advisors, LLC 1.26% Reduce -8.7% 993,547 $96.0M
Beacon Pointe Advisors, LLC 0.44% Add +12.5% 987,420 $95.4M
Partners Capital Investment Group, LLP 3.29% Add +5.0% 966,288 $93.3M
Financiere des Professionnels - Fonds d'investissement inc. 5.25% Add +1.6% 963,753 $93.1M
Fragasso Financial Advisors Inc 4.94% Add +3.6% 958,090 $92.5M
Strategic Investment Advisors / MI 5.58% Add +17.8% 954,688 $92.2M
Brookstone Capital Management 0.92% Reduce -8.2% 950,200 $91.8M
Planning Project LLC 18.27% — 914,240 $91.6M
Texas Capital Bank Wealth Management Services Inc 4.86% Add +25.5% 939,479 $90.7M
AMG National Trust Bank 1.85% Reduce -2.4% 933,430 $90.2M
Concurrent Investment Advisors, LLC 0.77% Add +31.7% 932,380 $90.0M
First Hawaiian Bank 11.26% Reduce -0.7% 920,605 $88.9M
Cambridge Associates LLC /Ma/ 1.27% Add +3.0% 909,003 $87.8M
True Link Financial Advisors, LLC 4.97% Add +2.4% 890,181 $86.0M
Flow Traders U.S. LLC 3.53% New 886,469 $85.6M
Quadrant Capital Group LLC 2.34% Add +3.3% 885,703 $85.5M
Catalyst Financial Partners LLC 8.28% Add +7.2% 864,303 $83.5M
Kestra Advisory Services, LLC 0.27% Reduce -1.6% 861,731 $83.2M
CX Institutional 2.40% Reduce -12.6% 861,670 $83.2M
Nottingham Advisors, Inc. 9.62% Reduce -14.5% 730,459 $80.6M
Wealthspire Advisors, LLC 0.44% Add +5.4% 831,014 $80.3M
Ironwood Wealth Management, LLC. 17.77% Reduce -3.5% 830,395 $80.2M
Valeo Financial Advisors, LLC 1.68% Add +3.3% 1,170,864 $79.4M
Disciplina Capital Management LLC 8.12% Reduce -8.3% 814,315 $78.6M
Acadian Asset Management LLC 0.09% Add +9.6% 811,548 $78.4M
Bailard, Inc. 1.59% Reduce -0.3% 808,653 $78.1M
Blair William & Co. 0.20% Reduce -12.6% 806,820 $77.9M
Midwest Trust Co 0.88% Add +7.2% 802,018 $77.5M
Venturi Wealth Management, LLC 2.95% Reduce -35.5% 789,088 $76.2M
AlphaCore Capital LLC 1.40% Add +27.8% 787,887 $76.1M
Bluespring Wealth Management, LLC 1.46% New 784,267 $75.7M
Robertson Stephens Wealth Management, LLC 1.86% Reduce -2.3% 782,729 $75.6M
Opus Capital Group, LLC 7.32% Add +0.2% 782,078 $75.5M
Roth Financial Partners LLC 21.93% Add +3.1% 763,649 $73.8M
Turtle Creek Wealth Advisors, LLC 3.88% Add +16.1% 761,616 $73.6M
Private Wealth Asset Management, LLC 7.03% Add +5.1% 752,944 $73.0M
OneDigital Investment Advisors LLC 0.61% Add +3.0% 753,813 $72.8M
RMR Wealth Builders 4.52% Add +8.4% 753,130 $72.7M
Constellation Investments, Inc. 2.25% Reduce -4.8% 742,106 $71.7M
Bleakley Financial Group, LLC 0.91% Add +8.2% 739,588 $71.4M
Intrust Bank NA 5.26% Reduce -2.4% 737,294 $71.2M
Rockbridge Investment Management, LCC 5.72% Add +4.1% 729,313 $70.4M
Condor Capital Management 5.12% Add +9.6% 707,313 $68.3M
Orgel Wealth Management, LLC 1.29% Add +0.6% 706,882 $68.3M
AQR Capital Management 0.02% Add +53.7% 692,556 $66.9M
Cabot-Wellington, LLC 17.56% Reduce -3.0% 689,947 $66.6M
Jordan Park Group LLC 3.36% Add +4.8% 686,229 $66.3M
Southern Farm Bureau Life Insurance 6.33% No change 685,189 $66.2M
Crewe Advisors LLC 4.62% Add +7.5% 660,188 $63.8M
71 West Capital Partners 2.19% Add +39.8% 656,894 $63.4M
Waddell & Associates, LLC 3.13% Add +1.1% 654,514 $63.2M
Brickley Wealth Management 9.07% Add +6.6% 653,903 $63.2M
Colony Family Offices, LLC 13.85% Add +0.0% 652,458 $63.0M
Great Lakes Advisors, LLC 0.48% Add +1.8% 650,061 $62.8M
Northwest Quadrant Wealth Management, LLC 11.61% Add +2.6% 649,061 $62.7M
Parallel Advisors, LLC 0.94% Reduce -3.9% 639,580 $61.8M
Cape Cod Five Cents Savings Bank 5.01% — 638,057 $61.6M
Mason Street Advisors, LLC 5.52% Reduce -10.7% 634,753 $61.3M
Leverty Financial Group, LLC 11.90% Add +3.3% 633,643 $61.2M
Orion Porfolio Solutions, LLC 0.46% Reduce -7.0% 623,045 $60.2M
LBMC Investment Advisors, LLC 3.28% Add +4.6% 622,624 $60.1M
New England Asset Management Inc. 7.03% Add +0.6% 609,070 $58.8M
Farther Finance Advisors, LLC 0.46% Reduce -4.2% 607,759 $58.7M
Crestwood Advisors Group, LLC 0.86% Add +1.0% 603,713 $58.3M
Whittier Trust Co. of Nevada Inc. 1.08% Add +3.0% 596,260 $57.8M
Parkside Investments, LLC 6.36% Reduce -0.3% 594,046 $57.4M
Manufacturers Life Insurance Company, The 0.04% Reduce -1.8% 587,914 $56.8M
Ledyard National Bank 4.51% Reduce -1.6% 582,039 $56.2M
Whittier Trust Co. 0.55% Add +7.3% 571,060 $56.1M
Fusion Family Wealth, LLC 3.70% Reduce -1.3% 576,900 $55.7M
Principal Securities, Inc. 0.67% Reduce -9.8% 575,931 $55.6M
Valley Forge Investment Consultants Inc. Adv 14.05% Add +5.8% 564,841 $54.6M
Lockheed Martin Investment Management Co. 2.14% No change 560,000 $54.1M
Commerce Bank 0.24% Add +4.5% 555,218 $53.6M
Kintra Wealth, LLC 2.79% Add +14.6% 527,521 $53.4M
Bank of Hawaii 2.60% Reduce -3.7% 545,285 $52.7M
Stash Investments, LLC 16.94% Add +6.1% 544,042 $52.5M
Summit Financial, LLC 0.58% Reduce -4.0% 543,437 $52.5M
Wescott Financial Advisory Group, LLC 4.05% Add +6.2% 541,423 $52.3M
Integrated Wealth Concepts LLC 0.34% Reduce -22.9% 541,003 $52.3M
Alaska Wealth Advisors, LLC 5.65% Add +2.4% 540,299 $52.2M
BOK Financial Private Wealth, Inc. 2.67% Reduce -1.2% 539,455 $52.1M
SVB Wealth LLC 3.26% Add +5.4% 535,683 $51.7M
Shepherd Financial Partners LLC 4.24% Reduce -8.9% 534,513 $51.6M
MCF Advisors LLC 1.84% Add +41.9% 533,982 $51.6M
Revolve Wealth Partners, LLC 5.35% Add +1.9% 532,594 $51.4M
Earned Wealth Advisors, LLC 3.30% Add +6.8% 529,634 $51.2M
Smartleaf Asset Management LLC 1.66% No change 530,623 $51.1M
Pacific Capital Wealth Advisors, Inc. 7.55% Add +3.8% 518,409 $50.1M
Apella Capital, LLC 0.70% Add +5.4% 513,616 $49.8M
Coldstream Capital Management Inc. 0.62% Reduce -1.0% 504,846 $48.8M
Isthmus Partners, LLC 4.71% Reduce -1.3% 504,019 $48.7M
Global Wealth Strategies & Associates 9.22% Add +3.5% 503,820 $48.7M
Cutler Investment Counsel LLC 4.52% Add +1.4% 497,532 $48.1M
Octavia Wealth Advisors, LLC 4.13% Add +7.8% 495,563 $47.9M
Vicus Capital 3.09% Add +1.5% 495,223 $47.8M
Galvin, Gaustad & Stein, LLC 3.56% Add +2.3% 492,115 $47.5M
Bishop & Co Investment Management, LLC 14.62% Add +0.7% 491,811 $47.5M
BLB&B Advisors, LLC 1.74% Add +1.7% 491,224 $47.4M
Atria Investments, Inc 0.48% Reduce -11.7% 491,194 $47.4M
Abundance Wealth Counselors 3.02% Add +85.6% 481,054 $46.5M
1832 Asset Management L.P. 0.06% Reduce -59.2% 480,723 $46.4M
Hancock Whitney Corp. 0.76% Reduce -11.5% 473,780 $45.8M
Probity Advisors, Inc. 6.44% Add +1.2% 466,357 $45.0M
CBM Financial, LLC 26.65% Add +3.8% 465,364 $44.8M
Archford Capital Strategies, LLC 4.52% Add +7.1% 462,639 $44.7M
CI Investments Inc. 0.14% Reduce -48.4% 455,855 $44.0M
Mesirow Financial Investment Management, Inc. 0.69% Add +3.1% 453,492 $43.8M
Merit Financial Group, LLC 0.27% Reduce -16.6% 451,864 $43.6M
Fort Point Capital Partners LLC 4.65% Add +6.2% 450,986 $43.6M
Kestra Private Wealth Services, LLC 0.48% Add +0.9% 448,670 $43.3M
Citigroup Inc. 0.02% Add +5.3% 445,714 $43.0M
Waverly Advisors, LLC 0.25% Add +40.6% 444,851 $43.0M
Center for Financial Planning, Inc. 3.91% Reduce -0.5% 433,664 $41.9M
Savant Capital, LLC 0.12% Add +80.2% 425,341 $41.7M
Acropolis Investment Management, LLC 1.64% Reduce -4.5% 429,200 $41.5M
Smith & Howard Wealth Management, LLC 8.38% Add +1.8% 421,643 $40.7M
Empire Life Investments Inc. 2.27% Add +9.4% 421,505 $40.7M
Global Retirement Partners, LLC 0.62% — 419,080 $40.5M
Vestmark Advisory Solutions, Inc. 0.38% Add +9.4% 418,281 $40.4M
Scotia Capital Inc. 0.15% Add +8.8% 413,668 $40.0M
Sterling Investment Advisors LLC 17.88% Add +2.0% 412,090 $39.8M
MassMutual Private Wealth & Trust, FSB 1.01% Add +7.0% 405,071 $39.1M
Affiance Financial, LLC 5.63% Add +6.3% 404,972 $39.1M
Heck Capital Advisors, LLC 2.34% Reduce -2.7% 404,874 $39.1M
Bull Oak Capital, LLC 12.97% Add +5.5% 403,026 $38.9M
Resonant Capital Advisors, LLC 1.86% Reduce -1.1% 402,022 $38.8M
Private Advisor Group, LLC 0.18% Reduce -13.9% 399,230 $38.6M
Stratos Wealth Partners, LTD. 0.39% Add +0.6% 397,503 $38.4M
Cranbrook Wealth Management, LLC 7.16% Add +0.2% 396,052 $38.3M
Pathway Financial Advisors LLC 4.41% Add +5.6% 388,506 $37.8M
Pinnacle Financial Partners, Inc. 0.26% Add +3.7% 391,221 $37.8M
Ritter Daniher Financial Advisory LLC / DE 5.72% Add +1.0% 388,888 $37.6M
Bare Financial Services, Inc 8.58% Add +1.9% 387,397 $37.4M
Dynamic Advisor Solutions LLC 1.06% Add +8.8% 386,991 $37.4M
Brandywine Oak Private Wealth LLC 2.82% Add +2.6% 384,856 $37.2M
Geneos Wealth Management Inc. 0.75% Add +0.2% 382,333 $36.9M
Purpose Unlimited Inc. 1.41% Add +4.0% 379,053 $36.6M
Grove Bank & Trust 3.61% Add +12.8% 376,422 $36.4M
CFO4Life Group, LLC 4.89% Reduce -0.9% 375,853 $36.3M
O'shaughnessy Asset Management, LLC 0.17% Add +4.2% 374,427 $36.2M
McKinley Carter Wealth Services, Inc. 1.84% Reduce -2.2% 368,453 $35.6M
Elevation Point Wealth Partners, LLC 0.66% Reduce -0.4% 367,626 $35.5M
Urban Financial Advisory Corp 9.65% Add +167.6% 362,733 $35.0M
NewEdge Wealth, LLC 0.35% Add +1.5% 362,466 $35.0M
Park Avenue Securities LLC 0.22% Reduce -17.7% 362,178 $35.0M
Beacon Bank & Trust 6.64% Reduce -1.5% 360,832 $34.8M
Shoker Investment Counsel, Inc. 8.73% Add +5.1% 360,045 $34.8M
Portland Global Advisors LLC 3.29% Add +1.8% 358,502 $34.6M
Financial Engines Advisors L.L.C. 0.06% Reduce -0.7% 357,035 $34.5M
Tennessee Valley Asset Management Partners 3.77% Add +2.6% 354,010 $34.2M
Iowa State Bank 5.70% Add +2.2% 352,924 $34.1M
Venture Visionary Partners LLC 0.94% Add +26.1% 348,080 $33.6M
Simon Quick Advisors, LLC 1.36% Reduce -1.2% 347,495 $33.6M
Liquid Strategies, LLC 4.58% Add +18.8% 347,344 $33.5M
Ironsides Asset Advisors, LLC 7.84% Add +1.1% 346,378 $33.5M
Evergreen Capital Management LLC 0.59% Add +6.1% 345,593 $33.4M
Ancora Advisors LLC 0.65% Add +5.1% 345,301 $33.3M
Marion Wealth Management 6.77% Add +1.4% 343,708 $33.2M
JFS Wealth Advisors, LLC 1.65% Reduce -0.5% 342,642 $33.1M
New Perspectives, Inc 10.15% Add +4.7% 342,517 $33.1M
MTC Wealth Management LLC 14.83% Reduce -1.5% 342,326 $33.1M
Old National Bancorp 0.66% Add +2.6% 341,806 $33.0M
American Century Companies Inc. 0.01% Reduce -12.7% 338,800 $32.7M
Towercrest Capital Management 4.46% Add +12.7% 331,636 $32.0M
Coastline Trust Co 2.84% Add +2.6% 331,526 $32.0M
Tull Financial Group, Inc. 12.47% Add +3.1% 329,996 $31.9M
Empowered Funds, LLC 0.17% Reduce -0.9% 329,152 $31.8M
World Investment Advisors 0.53% Reduce -4.1% 348,586 $31.8M
Element Pointe Advisors, LLC 5.11% Add +3.7% 328,745 $31.8M
Sovereign Investment Advisors, LLC 5.92% Add +1.6% 326,439 $31.5M
Regent Peak Wealth Advisors LLC 5.77% Add +1.6% 322,722 $31.2M
Conrad N. Hilton Foundation 5.39% No change 320,986 $31.0M
Community Bank, N.A. 3.34% Reduce -4.8% 319,923 $30.9M
Dean, Jacobson Financial Services, LLC 16.97% Reduce -0.9% 319,298 $30.8M
Spire Wealth Management 0.93% Add +0.8% 319,116 $30.8M
Peapack Gladstone Financial Corp. 0.35% Add +3.4% 318,832 $30.8M
WASHINGTON TRUST Co 0.96% Add +0.7% 318,667 $30.8M
MV Capital Management, Inc. 2.73% Add +11.0% 318,525 $30.8M
GHP Investment Advisors, Inc. 1.13% Add +2.5% 317,111 $30.6M
Perigon Wealth Management, LLC 0.48% Add +32.9% 316,752 $30.6M
MBL Wealth, LLC 2.09% Add +1.1% 316,152 $30.5M
RPTC Inc. 5.14% Add +1.4% 315,891 $30.5M
iA Global Asset Management Inc. 0.36% Reduce -6.7% 313,949 $30.3M
Capital Investment Advisors, LLC 0.40% Add +0.2% 311,192 $30.1M
Twele Capital Management, Inc. 4.81% Add +1.8% 305,116 $29.5M
National Bank of Canada 0.03% Reduce -26.2% 301,186 $29.1M
Vise Technologies, Inc. 0.33% Add +58.0% 299,991 $29.0M
Salus Financial Advisors, LLC 14.22% Add +12.4% 298,638 $28.8M
DT Investment Partners, LLC 2.12% Add +0.8% 293,895 $28.4M
West Financial Advisors, LLC 4.25% Add +1.4% 290,065 $28.0M
Encompass Wealth Advisors, LLC 8.51% Add +4.0% 289,422 $28.0M
Strategies Wealth Advisors, LLC 2.50% Reduce -12.8% 289,181 $27.9M
Quantinno Capital Management LP 0.03% Add +18.9% 287,236 $27.7M
Montis Financial, LLC 5.66% Reduce -1.8% 286,757 $27.7M
Tarbox Family Office, Inc. 3.96% Reduce -2.1% 285,923 $27.6M
Northwest & Ethical Investments L.P. 0.64% New 284,870 $27.5M
Great Diamond Partners, LLC 4.72% Add +0.6% 284,116 $27.4M
Associated Banc-Corp 0.65% Add +1.1% 283,379 $27.4M
Atlantic Edge Private Wealth Management, LLC 5.60% Reduce -2.9% 282,364 $27.3M
Rwa Wealth Partners, LLC 0.26% Add +89.6% 280,240 $27.1M
CIBC Bancorp USA Inc. 0.03% Add +29.0% 282,264 $26.9M
Nicolet Bankshares Inc. 0.86% Add +0.5% 278,220 $26.9M
Pine Ridge Advisers LLC 1.64% No change 275,902 $26.6M
EP Wealth Advisors, LLC 0.10% Reduce -0.0% 273,400 $26.4M
Rialto Wealth Management, LLC 5.22% Add +7.1% 272,923 $26.4M
West Paces Advisors Inc. 4.38% Add +1.9% 270,561 $26.1M
IFG Advisory, LLC 0.90% New 267,138 $25.8M
NorthLanding Financial Partners, LLC 17.83% Add +3.2% 266,783 $25.8M
Foster Dykema Cabot & Partners, LLC 1.49% Reduce -2.8% 266,087 $25.7M
10Elms LLP 11.50% Add +41.8% 265,471 $25.6M
S. R. Schill & Associates 15.47% Add +8.1% 265,375 $25.6M
Ieq Capital, LLC 0.12% Reduce -2.5% 261,365 $25.2M
Broadview Financial Management, LLC 15.36% Add +0.9% 260,496 $25.2M
Becker Capital Management Inc. 0.67% Add +2.6% 259,662 $25.1M
WLTH Capital Management, LLC 16.06% Add +24.1% 259,370 $25.0M
Inspire Trust Co, N.A. 3.44% No change 259,000 $25.0M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -22.5% 258,902 $25.0M
Gallagher Fiduciary Advisors, LLC 0.82% Add +17.3% 257,232 $24.8M
Money Concepts Capital Corp. 1.15% Add +4.3% 257,120 $24.8M
Apollon Wealth Management, LLC 0.30% Add +3.7% 256,510 $24.8M
Lazard Asset Management LLC 0.04% Reduce -2.5% 255,537 $24.7M
LCNB Corp. 7.56% Add +1.1% 255,285 $24.7M
Hudson Capital Management LLC 6.13% Reduce -0.6% 254,966 $24.6M
Martel Wealth Advisors LLC 3.87% Reduce -1.7% 254,771 $24.6M
Nepc LLC 0.46% Add +0.0% 253,188 $24.5M
WCG Wealth Advisors LLC 0.58% Add +1.1% 252,989 $24.4M
First Manhattan Co. Llc. 0.06% Add +37.1% 251,762 $24.3M
Arax Advisory Partners 0.16% Add +375.9% 251,175 $24.3M
Instrumental Wealth, LLC 12.21% Add +5.8% 249,690 $24.1M
Compound Planning, Inc. 0.63% Add +1.0% 249,619 $24.1M
Private Client Services, LLC 6.32% Add +7.7% 249,505 $24.1M
Astra Wealth Partners LLC 13.36% Add +4.9% 248,365 $24.0M
Highline Wealth Partners LLC 4.89% Add +13.9% 247,779 $23.9M
Ashton Thomas Private Wealth, LLC 0.50% Add +0.4% 247,653 $23.9M
Mycio Wealth Partners, LLC 4.47% Add +1.2% 247,421 $23.9M
Legacy Wealth Partners, LLC 5.36% Reduce -9.7% 246,985 $23.9M
Sowell Financial Services LLC 0.78% Add +1.1% 246,223 $23.8M
Mann Financial Group, Inc. 19.81% Add +0.5% 245,062 $23.7M
One Capital Management, LLC 0.65% No change 258,802 $23.4M
Guidance Point Advisors, LLC 5.03% Add +2.5% 240,817 $23.3M
Texas Yale Capital Corp. 0.50% Add +0.8% 240,154 $23.2M
Rogco, LP 7.08% Add +1.1% 239,379 $23.1M
Marble Wealth, LLC 3.54% Add +4.8% 239,304 $23.1M
Sigma Investment Counselors Inc. 1.11% Reduce -5.0% 236,645 $22.9M
Strategic Point Investment Advisors, LLC 2.96% Add +1.6% 235,578 $22.8M
Axxcess Wealth Management, LLC 0.36% Add +1.7% 235,416 $22.7M
Hillman Co. 8.01% Reduce -41.1% 234,481 $22.6M
IFP Advisors, Inc 0.41% Add +5.7% 233,923 $22.6M
Thrivent Financial for Lutherans 0.04% Reduce -58.3% 233,404 $22.5M
Wick Capital Partners, LLC 3.38% Add +17.9% 198,294 $22.4M
Gladstone Institutional Advisory LLC 0.70% Add +2.9% 230,889 $22.3M
Toronto Dominion Bank 0.04% Add +394.4% 230,525 $22.3M
Webster Bank, N. A. 1.93% Reduce -0.5% 229,801 $22.2M
Southern Capital Advisors, LLC 9.25% Add +8.7% 229,454 $22.2M
WealthPlan Investment Management, LLC 1.09% Add +19.0% 227,669 $22.0M
Petix & Botte Co 4.42% Add +116.7% 227,404 $22.0M
Caprock Group, LLC 0.42% Add +23.0% 227,073 $21.9M
Conservest Capital Advisors, Inc. 1.74% Add +1.9% 227,051 $21.9M
LPWM LLC 4.86% Add +5.9% 226,644 $21.9M
Columbia Bank 4.89% Add +29.1% 225,679 $21.8M
St. Clair Advisors, LLC 5.60% Add +61.6% 225,416 $21.8M
Shelter Ins Retirement Plan 21.51% No change 224,262 $21.7M
Wealth Architects, LLC 1.70% Reduce -1.4% 222,992 $21.5M
HB Wealth Management, LLC 0.12% Add +2.4% 221,946 $21.4M
First National Bank & Trust Co. of Newtown 4.32% Reduce -1.8% 216,320 $21.3M
Single Point Partners, LLC 3.74% Add +2.0% 219,717 $21.2M
Global Wealth Management Investment Advisory, Inc. 3.00% Add +4.2% 218,529 $21.1M
Lincoln Capital Corp. 6.82% Add +1.4% 217,387 $21.0M
ERn Financial, LLC 3.46% Add +3.2% 216,224 $20.9M
Argent Advisors, Inc. 5.22% Add +2.1% 216,088 $20.9M
Coastal Bridge Advisors, LLC 1.29% Add +23.7% 215,453 $20.8M
Crescent Grove Advisors, LLC 1.76% Add +2.8% 214,655 $20.7M
Bahl & Gaynor LLC 0.10% Add +2.2% 214,326 $20.7M
Core Wealth Advisors, Inc. 4.16% Add +1.8% 214,314 $20.7M
First Citizens Asset Management, Inc. 6.55% Reduce -8.6% 212,161 $20.5M
Fairway Wealth LLC 4.67% Add +2.0% 211,595 $20.4M
Caliber Wealth Management, LLC / KS 1.96% Add +2.9% 210,043 $20.3M
Integrated Advisors Network LLC 0.93% Add +4.5% 209,481 $20.2M
CIBC Asset Management Inc 0.04% New 208,553 $20.1M
McAdam, LLC 0.78% Reduce -8.2% 208,548 $20.1M
Ullmann Wealth Partners Group, LLC 1.81% Reduce -1.3% 206,501 $19.9M
Enclave Advisors LLC 2.60% Add +5.1% 206,344 $19.9M
Waterway Wealth Management, LLC 4.06% Reduce -5.6% 247,308 $19.9M
Morris Financial Concepts, Inc. 6.06% Add +0.4% 204,757 $19.8M
SkyOak Wealth, LLC 3.22% Add +6.4% 204,042 $19.7M
James J. Burns & Company, LLC 2.12% Add +5.4% 202,475 $19.6M
Integrated Investment Consultants, LLC 3.84% Add +3.8% 209,546 $19.5M
49 Wealth Management, LLC 3.71% Reduce -88.8% 201,170 $19.4M
Alongside, LLC 3.70% — 201,170 $19.4M
Glenmede Trust Co. NA 0.09% Add +13.6% 199,760 $19.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.09% No change 199,410 $19.3M
WBH Advisory Inc. 1.29% Reduce -8.0% 199,322 $19.3M
Consolidated Portfolio Review Corp 1.60% No change 199,247 $19.2M
Advisory Services Network, LLC 0.22% Add +17.3% 196,392 $19.0M
Manhattan West Asset Management, LLC 3.13% Add +3.7% 194,285 $18.8M
First Merchants Corp. 0.66% Add +3.6% 194,223 $18.8M
Shrier Wealth Management, LLC 6.39% Add +4.5% 194,011 $18.7M
Federation des caisses Desjardins du Quebec 0.06% Add +8.3% 193,128 $18.7M
Aspect Partners, LLC 6.90% Add +9.9% 191,616 $18.5M
Nationwide Fund Advisors 0.76% Reduce -66.3% 811,888 $18.5M
Lowe Brockenbrough & Co. Inc. 0.82% Reduce -2.9% 191,260 $18.5M
Randall & Associates Wealth Management 11.35% Add +15.0% 190,048 $18.4M
PDS Planning, Inc 1.05% Add +0.6% 188,300 $18.2M
Koesten, Hirschmann & Crabtree, INC. 7.53% Add +3.5% 187,226 $18.1M
Atlantic Union Bankshares Corp 0.30% Add +18.2% 185,323 $17.9M
Savvy Advisors, Inc. 0.38% Add +1.7% 183,407 $17.7M
Conrad Siegel Investment Advisors, Inc. 2.86% Reduce -65.0% 182,159 $17.6M
SageView Advisory Group, LLC 0.57% Reduce -1.5% 181,320 $17.5M
Sage Rhino Capital LLC 2.85% Reduce -5.8% 179,361 $17.3M
Matrix Private Capital Group LLC 7.52% Add +3.4% 178,919 $17.3M
Guidance Capital, Inc. 3.69% Add +2.3% 178,249 $17.2M
Royal Harbor Partners, LLC 5.34% Reduce -1.4% 178,466 $17.2M
Certified Advisory Corp 1.37% Add +2.5% 176,394 $17.0M
Parr McKnight Wealth Management Group, LLC 2.02% Add +20.4% 176,248 $17.0M
Next Capital Management LLC 4.59% Add +10.2% 176,061 $17.0M
Tectonic Advisors LLC 0.81% Add +6.1% 174,341 $16.8M
Trajan Wealth LLC 0.64% Add +0.2% 174,236 $16.8M
Field & Main Bank 3.47% Add +41.7% 174,078 $16.8M
Scarborough Advisors, LLC 1.93% Add +17.6% 171,563 $16.8M
Per Stirling Capital Management, LLC. 1.60% Add +0.8% 173,752 $16.8M
Cassilly Financial Group LLC 12.18% Add +5.5% 173,748 $16.8M
Main Management LLC 1.13% Reduce -0.3% 173,576 $16.8M
Trek Financial, LLC 0.83% Reduce -44.7% 173,402 $16.7M
Meridian Wealth Management, LLC 0.52% Add +16.6% 172,923 $16.7M
Integrity Alliance, Llc. 0.53% Add +493.2% 172,855 $16.7M
Alliance Wealth Management Group 3.24% Add +19.9% 172,207 $16.6M
Topel & Distasi Wealth Management, LLC 7.94% Reduce -1.3% 170,320 $16.4M
Northside Capital Management, LLC 1.34% Add +0.8% 169,665 $16.4M
Flywheel Private Wealth LLC 8.04% Add +7.9% 168,943 $16.3M
P/E Global LLC 1.05% Add +2.1% 168,838 $16.3M
Summit Trail Advisors, LLC 0.20% Add +2.1% 168,425 $16.3M
GoalVest Advisory LLC 3.02% Add +11.5% 168,361 $16.3M
Riversedge Advisors, LLC 2.15% Reduce -1.8% 167,699 $16.2M
Marquette Associates, Inc. 11.77% Reduce -8.0% 167,143 $16.1M
Aspen Wealth Strategies, LLC 7.80% Add +3.5% 166,874 $16.1M
Proathlete Wealth Management LLC 3.98% Reduce -1.3% 166,358 $16.1M
Stephens Group Asset Management, LLC 0.90% Add +0.1% 165,785 $16.0M
Summit Rock Advisors, LP 21.02% Reduce -6.0% 165,763 $16.0M
Forvis Mazars Wealth Advisors, LLC 0.27% Reduce -5.0% 165,497 $16.0M
Northcape Wealth Management, LLC 4.16% Reduce -1.7% 163,974 $15.8M
Regal Investment Advisors LLC 0.82% Reduce -1.5% 163,424 $15.8M
First National Bank of Omaha 0.44% Add +22.6% 162,745 $15.7M
Sequoia Financial Advisors, LLC 0.08% Reduce -10.2% 162,246 $15.7M
Fidelis Capital Partners, LLC 0.90% Add +7.5% 162,172 $15.7M
Beirne Wealth Consulting Services, LLC 3.10% Add +2.4% 161,447 $15.6M
Strive Financial Group ,LLC 6.78% Add +90.7% 161,444 $15.6M
Shelter Mutual Insurance Co 3.28% No change 160,575 $15.5M
Strategic Investment Management, LLC 5.34% Reduce -4.4% 160,551 $15.5M
South Plains Financial, Inc. 8.25% Reduce -0.2% 159,029 $15.4M
Adaptive Financial Consulting, LLC 5.34% Add +1.9% 157,965 $15.3M
Carbahal Olsen Financial Services Group, LLC 10.59% Add +1.1% 157,951 $15.3M
Brooklyn FI, LLC 2.80% Reduce -3.1% 156,898 $15.2M
Focus Partners Advisor Solutions, LLC 0.13% Add +140.4% 156,976 $15.2M
T. Rowe Price Associates Inc. 0.00% Reduce -4.8% 156,553 $15.1M
Vista Finance, LLC 8.40% Add +261.2% 155,618 $15.0M
Anderson Hoagland & Co. 1.17% Reduce -0.2% 154,878 $15.0M
SlateStone Wealth, LLC 1.15% Add +3.4% 154,835 $15.0M
Allen Investment Management, LLC 0.18% Reduce -54.9% 153,824 $14.9M
Courier Capital LLC 0.74% Reduce -0.8% 153,831 $14.9M
Rossmore Private Capital 1.21% Add +10.8% 153,822 $14.9M
Harbour Capital Advisors, LLC 2.70% Reduce -0.5% 152,459 $14.8M
YHB Investment Advisors, Inc. 0.95% Reduce -0.6% 153,211 $14.8M
Berman McAleer LLC 1.71% Reduce -6.0% 152,617 $14.7M
Tortoise Investment Management, LLC 1.10% Reduce -2.0% 152,455 $14.7M
VAUGHAN & Co SECURITIES, INC. 6.82% Add +0.4% 151,365 $14.6M
IFS Advisors, LLC 6.97% Reduce -1.8% 150,786 $14.6M
Beacon Harbor Wealth Advisors, Inc. 2.82% Add +39.2% 147,399 $14.5M
Piedmont Capital Management, LLC 7.28% Reduce -16.8% 150,002 $14.4M
Founders Financial Securities LLC 0.74% Reduce -8.9% 148,832 $14.4M
Eastern Bank 0.22% Add +19.4% 147,969 $14.3M
Arvest Bank Trust Division 0.69% Reduce -1.1% 146,709 $14.2M
Motive Wealth Advisors 5.82% Reduce -2.4% 146,415 $14.1M
Harbor Capital Advisors, Inc. 0.96% Add +10.6% 146,081 $14.1M
MidFirst Bank 1.00% Add +6.0% 146,065 $14.1M
Riverview Trust Co 16.81% Reduce -7.1% 146,064 $14.1M
Zacks Investment Management 0.10% Add +71.3% 144,749 $14.0M
Omnia Family Wealth, LLC 3.73% Reduce -0.9% 144,092 $13.9M
Bessemer Group Inc. 0.02% Add +63.0% 143,809 $13.9M
Veery Capital, LLC 3.73% Reduce -2.5% 143,750 $13.9M
Diversify Advisory Services, LLC 0.23% Add +3159.9% 143,108 $13.9M
Diversify Wealth Management, LLC 0.23% Add +0.4% 143,108 $13.9M
Armbruster Capital Management, Inc. 2.07% Reduce -8.6% 143,475 $13.9M
Montecito Bank & Trust 2.07% Add +2.2% 143,342 $13.8M
State Board of Administration of Florida Retirement System 0.02% New 143,150 $13.8M
Montz Harcus Wealth Management LLC 4.91% Add +7.6% 142,895 $13.8M
Highland Capital Management, LLC 0.63% Add +0.8% 142,389 $13.8M
Provenance Wealth Advisors, LLC 1.30% Add +17.6% 140,818 $13.6M
Accurate Wealth Management, LLC 1.29% Add +22.4% 139,068 $13.5M
Horizon Investments, LLC 0.15% Reduce -57.1% 139,439 $13.5M
Summit Wealth Partners, LLC 1.91% Reduce -2.2% 138,535 $13.4M
Planned Solutions, Inc. 3.84% Add +3.4% 138,302 $13.4M
Nova R Wealth, Inc. 3.90% Reduce -0.7% 138,277 $13.4M
Mgo One Seven LLC 0.22% Add +12.8% 138,038 $13.3M
Arkadios Wealth Advisors 0.20% Add +4.4% 137,384 $13.3M
Fund Evaluation Group, LLC 0.36% Add +5372.4% 137,356 $13.3M
Aureum Wealth Management, LLC 8.19% Add +3.9% 136,811 $13.2M
Mechanics Financial Corp 4.71% Add +10.7% 136,452 $13.2M
Foundry Financial Group, Inc. 5.67% Add +1.3% 135,770 $13.1M
Mather Group, Llc. 0.11% Add +16.9% 134,951 $13.0M
Silverleafe Capital Partners, LLC 3.52% Add +1.4% 133,667 $12.9M
Apollon Financial, LLC 1.53% Add +6.8% 133,596 $12.9M
Penney Financial, LLC 4.48% Reduce -5.3% 132,569 $12.8M
Heritage Investors Management Corp. 0.35% Reduce -1.3% 131,186 $12.7M
Tiemann Investment Advisors, LLC 4.58% Reduce -0.4% 130,977 $12.6M
Acorn Creek Capital LLC 4.22% Add +0.1% 130,786 $12.6M
Providence Capital Advisors, LLC 1.90% Add +5.0% 130,045 $12.6M
Cornerstone Advisory, LLC 1.04% Add +1.2% 129,666 $12.5M
Omega Financial Group, LLC 3.81% Add +1.3% 129,502 $12.5M
Winthrop Capital Management, LLC 3.00% Add +0.1% 128,488 $12.4M
Cabot Wealth Management Inc. 1.26% Add +19.4% 128,258 $12.4M
Atlas Legacy Advisors, LLC 1.83% Add +3.0% 128,198 $12.4M
Pinion Investment Advisors, LLC 2.35% Add +13.1% 128,146 $12.4M
Smithbridge Asset Management Inc. 1.68% Add +7.3% 127,511 $12.3M
Hardy Reed LLC 0.78% Add +0.1% 125,821 $12.2M
Massachusetts Financial Services Co. 0.00% Reduce -45.6% 124,888 $12.1M
Physician Wealth Advisors, Inc. 1.44% Reduce -1.1% 124,846 $12.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -47.2% 123,687 $11.9M
Plancorp, LLC 0.29% Add +0.4% 123,732 $11.9M
Cypress Financial Planning LLC 2.91% Add +9.0% 122,913 $11.9M
NewCorp Financial Services, Inc. 9.06% Add +4.2% 122,591 $11.8M
Emergent Wealth Advisors, LLC 6.12% Add +8.8% 122,017 $11.8M
Hudson Oak Wealth Advisory LLC 9.03% Add +1.8% 121,238 $11.7M
Prosperity Consulting Group, LLC 0.44% Add +4.9% 120,406 $11.6M
Smith Salley Wealth Management 0.50% Add +2.7% 119,957 $11.6M
Symphony Financial, Ltd. Co. 1.26% Add +8.4% 119,393 $11.5M
Canopy Partners, LLC 3.46% Add +1.1% 119,021 $11.5M
Smith Partners Wealth Management, LLC 9.14% Add +27.3% 118,994 $11.5M
Conning Inc. 0.36% No change 118,845 $11.5M
J.W. Cole Advisors, Inc. 0.20% Add +2.7% 118,738 $11.5M
Widmann Financial Services, Inc. 6.15% Add +3.7% 118,732 $11.5M
ArchPoint Investors 2.40% No change 117,752 $11.4M
Westside Investment Management, Inc. 1.49% Add +1.2% 117,494 $11.3M
Richard W. Paul & Associates, LLC 3.47% Add +1.4% 117,424 $11.3M
BIP Wealth, LLC 0.32% Add +479.3% 116,838 $11.3M
Swmg, LLC 2.66% Add +14.9% 116,366 $11.3M
Versant Capital Management, Inc 1.01% No change 116,100 $11.2M
Ascent Group, LLC 0.33% Reduce -0.5% 115,606 $11.2M
BSW Wealth Partners 1.23% Reduce -4.5% 114,416 $11.1M
Tanager Wealth Management LLP 0.96% Reduce -2.2% 114,019 $11.0M
Continuum Advisory, LLC 0.89% Add +4.0% 113,726 $11.0M
Greenspring Advisors, LLC 0.61% Reduce -0.5% 113,465 $11.0M
Evernest Financial Advisors, LLC 2.27% Reduce -0.1% 112,146 $10.8M
Kingsview Wealth Management, LLC 0.13% Add +50.1% 112,103 $10.8M
Abound Wealth Management 2.15% Add +0.1% 112,102 $10.8M
SC&H Financial Advisors, Inc. 1.43% Reduce -3.8% 111,815 $10.8M
Snowden Capital Advisors LLC 0.26% Add +2.1% 111,754 $10.8M
Park Place Capital Corp 1.71% Add +2.3% 111,700 $10.8M
ICONIQ Capital, LLC 0.31% Reduce -1.3% 111,634 $10.8M
Caldwell Trust Co 0.87% Add +13.8% 111,455 $10.8M
Independent Solutions Wealth Management, LLC 1.40% Reduce -1.8% 111,209 $10.7M
Permanens Capital L.P. 1.10% Add +949.5% 111,184 $10.7M
Nations Financial Group Inc, /Ia/ 0.51% Add +2.9% 110,385 $10.7M
Fulton Bank, N.A. 0.33% Add +0.5% 110,329 $10.7M
Life Planning Partners, Inc 7.88% Reduce -7.7% 109,808 $10.6M
Family Capital Trust Co 3.44% Reduce -0.1% 109,444 $10.6M
SYM FINANCIAL Corp 0.84% Add +0.5% 108,747 $10.5M
Modern Wealth Management, LLC 0.13% Add +0.0% 108,452 $10.5M
Freestone Capital Holdings, LLC 0.27% Add +0.3% 108,238 $10.5M
Central Pacific Bank - Trust Division 1.10% Add +75.7% 108,123 $10.4M
Silvercrest Asset Management Group LLC 0.07% Add +0.2% 107,774 $10.4M
Cullen/Frost Bankers, Inc. 0.10% Add +1.5% 107,657 $10.4M
Aspen Investment Management Inc 2.79% Add +3.2% 107,296 $10.4M
Great Valley Advisor Group, Inc. 0.16% Add +15.8% 106,041 $10.2M
TCV Trust & Wealth Management, Inc. 0.77% Add +0.8% 105,736 $10.2M
Camelot Technology Advisors, Inc. 6.96% Reduce -2.9% 105,665 $10.2M
First United Bank & Trust 2.93% Add +3.4% 105,428 $10.2M
Argent Trust Co 0.29% Add +27.8% 105,122 $10.2M
Chicago Partners Investment Group LLC 0.20% Add +1.7% 104,106 $10.0M
QRG Capital Management, Inc. 0.08% Add +210.5% 103,084 $10.0M
May Hill Capital, LLC 2.06% Reduce -6.6% 102,228 $9.9M
Waldron Private Wealth LLC 0.34% Reduce -0.4% 102,206 $9.9M
Patriot Investment Management Group, Inc. 0.57% Add +0.0% 101,722 $9.8M
Novare Capital Management LLC 0.69% Add +9.9% 101,295 $9.8M
Arbor Investment Advisors, LLC 1.10% Reduce -7.8% 100,765 $9.7M
Beacon Advisors Holdings, LLC 4.76% Reduce -0.4% 100,707 $9.7M
MSH Capital Advisors LLC 1.69% Add +2.8% 100,579 $9.7M
Acima Private Wealth, LLC 2.79% Add +0.3% 99,334 $9.6M
Relyea Zuckerberg Hanson LLC 0.80% Add +6.8% 99,318 $9.6M
DRW Securities, LLC 0.57% Add +1195.9% 99,318 $9.6M
Louisbourg Investments Inc. 1.76% Add +3.5% 98,511 $9.5M
Advocacy Wealth Management, LLC 0.34% Add +4.7% 97,468 $9.4M
Bitterroot Capital Advisors LLC 5.67% Add +0.1% 97,395 $9.4M
Laurel Wealth Advisors LLC 0.91% Add +0.3% 97,208 $9.4M
Waterloo Capital, L.P. 0.53% Reduce -7.1% 97,062 $9.4M
Baron Silver Stevens Financial Advisors, LLC 1.18% Add +5.7% 96,618 $9.3M
Prairie Advisory, LLC 2.24% — 96,528 $9.3M
Florida Trust Wealth Management Co 0.23% Reduce -0.5% 96,125 $9.3M
Stokes Family Office, LLC 1.08% Reduce -19.5% 95,926 $9.3M
Custos Family Office, LLC 5.54% Add +2.6% 95,412 $9.2M
State of Tennessee, Department of Treasury 0.03% No change 95,294 $9.2M
Invesco Ltd. 0.00% Reduce -6.3% 95,125 $9.2M
Outlook Wealth Advisors, LLC 1.98% Add +1.7% 95,081 $9.2M
CENTRAL TRUST Co 0.16% Reduce -3.6% 93,813 $9.1M
Harbor Investment Advisory, LLC 0.63% Add +0.4% 93,457 $9.0M
Rodgers & Associates, LTD 0.82% Reduce -3.3% 93,059 $9.0M
NBT Bank, N.A. 0.59% Reduce -1.7% 92,452 $8.9M
Victory Capital Management Inc. 0.01% Reduce -89.3% 92,389 $8.9M
Calamos Wealth Management LLC 0.27% Reduce -14.5% 91,958 $8.9M
Sigma Planning Corp 0.22% Reduce -33.8% 91,857 $8.9M
Rational Advisors, Inc. 0.85% Reduce -61.1% 91,784 $8.9M
Madrid Financial Services 4.68% Add +4.8% 91,538 $8.8M
Horizon Bancorp Inc. 4.10% Reduce -3.1% 90,645 $8.8M
Wesbanco Bank Inc. 0.22% Add +6.1% 90,396 $8.7M
Hickory Point Bank & Trust 5.22% No change 89,165 $8.6M
D.A. Davidson & Co. 0.05% Add +1.6% 88,908 $8.6M
Hubbell Strickland Wealth Management, LLC 3.07% Add +6.5% 88,130 $8.5M
Squarepoint Ops LLC 0.02% Add +645.6% 87,961 $8.5M
King Wealth Management Group 0.93% Add +3.9% 87,962 $8.5M
Sunbeam Capital Management, LLC 3.88% Add +41.6% 87,874 $8.5M
Roundview Capital LLC 0.46% Add +6.5% 87,862 $8.5M
River's Edge Wealth Management, LLC 7.46% Add +6.1% 86,959 $8.5M
Sandy Cove Advisors, LLC 2.12% Add +8.4% 87,703 $8.5M
Mayflower Financial Advisors, LLC 0.73% Add +1.0% 87,684 $8.5M
Consilio Wealth Advisors, LLC 2.03% Reduce -2.5% 87,549 $8.5M
Daner Wealth Management, LLC 4.53% Reduce -0.3% 82,535 $8.4M
IHT Wealth Management, LLC 0.18% Reduce -0.4% 86,324 $8.3M
Bryant Woods Investment Advisors, LLC 2.32% Add +168.8% 86,308 $8.3M
Western Wealth Management, LLC 0.27% Add +19.9% 86,047 $8.3M
Nwam LLC 0.41% Add +6.0% 85,974 $8.3M
Harbour Investments, Inc. 0.11% Add +6.7% 85,959 $8.3M
Lynch Investment Planning, LLC 6.34% Add +9.7% 85,477 $8.3M
Sheridan Capital Management, LLC 3.94% Reduce -1.4% 84,727 $8.2M
Agf Management Ltd. 0.03% Reduce -0.3% 83,871 $8.1M
Moneywise, Inc. 3.01% Reduce -10.7% 83,608 $8.1M
Oakwell Private Wealth Management, LLC 1.34% Reduce -0.3% 83,474 $8.1M
Ewa, LLC 1.46% Reduce -3.8% 82,610 $8.0M
Auour Investments LLC 2.28% Reduce -0.8% 82,194 $7.9M
Williams Jones Wealth Management, LLC. 0.09% Add +76.7% 81,533 $7.9M
Vericrest Private Wealth 7.00% Reduce -0.9% 81,495 $7.9M
Clear Creek Financial Management, LLC 0.50% Add +63.7% 80,957 $7.8M
Insight 2811, Inc. 3.16% Add +0.4% 80,753 $7.8M
Saiph Capital, LLC 2.33% Add +0.7% 80,570 $7.8M
Wealth Analytics Partners, LLC 2.79% Add +10.5% 79,502 $7.7M
Dorsey & Whitney Trust CO LLC 0.38% Add +5.5% 79,738 $7.7M
Churchill Financial Advisors, LLC 1.48% Add +2.1% 79,668 $7.7M
Asset Dedication, LLC 0.48% Add +0.6% 79,215 $7.7M
CWA Asset Management Group, LLC 0.23% Reduce -3.4% 78,877 $7.6M
Affinity Capital Advisors, LLC 0.94% Reduce -2.2% 77,415 $7.6M
Sequent Planning LLC 1.62% Add +18.2% 78,396 $7.6M
New England Private Wealth Advisors LLC 0.73% Add +2.3% 78,415 $7.6M
Genesis Private Wealth, LLC 2.12% Add +5.4% 78,081 $7.5M
Coral Wealth Management, LLC 6.14% Add +5.6% 77,562 $7.5M
Elmwood Wealth Management, Inc. 1.86% Add +4.4% 76,954 $7.4M
North Berkeley Wealth Management, LLC 3.00% Add +95.5% 76,889 $7.4M
DecisionMap Wealth Management, LLC 4.16% Add +4.6% 76,882 $7.4M
Spinnaker Trust 0.36% Add +1.5% 76,639 $7.4M
Private Trust Co. NA 0.59% Add +2.0% 76,472 $7.4M
Vista Cima Wealth Management LLC 5.46% Add +7.0% 75,956 $7.3M
Curry Webb Wealth Management LLC 3.04% Add +7.0% 75,946 $7.3M
BG Investment Services, LLC 5.27% Reduce -4.2% 75,719 $7.3M
SouthState Bank Corp 0.30% Add +12.3% 75,700 $7.3M
Up Capital Management, Inc. 5.65% Add +27.3% 75,584 $7.3M
Sculati Wealth Management, LLC 2.44% Add +2.3% 75,806 $7.3M
Nisa Investment Advisors, LLC 0.02% Add +1.9% 74,920 $7.2M
Wealth Dimensions Group, Ltd. 1.29% Reduce -6.0% 74,650 $7.2M
Macco Financial Group, Inc. 4.65% Reduce -38.3% 74,181 $7.2M
Eagle Strategies LLC 0.71% Add +4.3% 74,062 $7.2M
Confluence Wealth Services, Inc. 0.20% Add +7.7% 74,064 $7.2M
Avion Wealth 1.33% Reduce -1.3% 73,959 $7.1M
Parkside Financial Bank & Trust 0.48% Add +6.4% 73,142 $7.1M
Two Sigma Securities, LLC 0.61% New 72,854 $7.0M
Precision Wealth Strategies, LLC 2.11% Reduce -0.6% 72,498 $7.0M
Madison Asset Management, LLC 0.08% Add +109.0% 72,252 $7.0M
LTG Capital LLC 4.66% Add +0.5% 72,216 $7.0M
Bernard Wealth Management Corp. 2.57% Add +4.5% 72,162 $7.0M
Elyxium Wealth, LLC 0.73% Add +2.1% 71,952 $6.9M
Belpointe Asset Management LLC 0.23% Reduce -7.4% 71,680 $6.9M
Interchange Capital Partners, LLC 1.30% Reduce -16.1% 71,634 $6.9M
Center For Asset Management LLC 3.07% Add +5.0% 71,539 $6.9M
Snider Financial Group 1.76% Add +10.1% 71,432 $6.9M
Headinvest, LLC 1.27% Add +4.9% 70,583 $6.8M
Schuylkill Financial LLC 6.29% — 70,482 $6.8M
Jump Financial, LLC 0.07% Add +68.8% 70,458 $6.8M
Busey Bank 0.17% Reduce -0.2% 70,437 $6.8M
Visionary Wealth Advisors 0.27% Add +2.6% 70,394 $6.8M
GGM Financial LLC 2.57% Add +20.8% 70,278 $6.8M
Carrera Capital Advisors 1.00% Add +7.4% 70,102 $6.8M
Adelphi Trust Co 4.49% Add +33.8% 70,092 $6.8M
Stock Yards Bank & Trust Co. 0.19% Add +22.8% 70,084 $6.8M
Portside Wealth Group, LLC 0.79% Add +18.8% 70,013 $6.8M
Level Four Advisory Services, LLC 0.19% Reduce -1.8% 69,909 $6.8M
Telos Capital Management, Inc. 0.59% Reduce -1.4% 69,877 $6.7M
AtlasMark Financial, Inc 3.31% Add +25.6% 69,666 $6.7M
Premier Private Wealth Management LLC 5.85% Add +16.5% 69,250 $6.7M
TritonPoint Partners, LLC 0.55% Add +15.1% 68,931 $6.7M
Prospera Financial Services Inc 0.10% Add +7.5% 68,894 $6.7M
Moody National Bank Trust Division 0.55% No change 68,906 $6.7M
Capital Investment Counsel, LLC 0.82% Reduce -1.7% 68,890 $6.7M
Brighton Jones LLC 0.12% Add +12.2% 68,853 $6.6M
Boston Research & Management Inc. 1.48% Reduce -1.4% 68,567 $6.6M
Deutsche Bank AG 0.00% Reduce -1.3% 68,542 $6.6M
City National Bank of Florida 2.76% Add +170.7% 68,037 $6.6M
CFS Investment Advisory Services, LLC 0.44% Add +0.4% 67,295 $6.5M
BCS Private Wealth Management, Inc. 1.97% Add +0.0% 67,575 $6.5M
Cary Street Partners Financial LLC 0.14% Reduce -0.7% 67,397 $6.5M
Financial Synergies Wealth Advisors, Inc. 0.55% Add +1.1% 67,285 $6.5M
Fiducient Advisors LLC 0.93% Reduce -45.5% 67,204 $6.5M
Brio Consultants, LLC 0.76% Add +1.2% 66,903 $6.5M
Envision Financial Transparency, LLC 5.50% New 125,975 $6.5M
RiverGlades Family Offices LLC 2.95% New 66,679 $6.4M
Leuthold Group, LLC 0.65% Reduce -0.0% 66,478 $6.4M
Aprio Wealth Management, LLC 0.32% Reduce -2.9% 66,377 $6.4M
PKS Advisory Services, LLC 1.02% Reduce -6.3% 66,208 $6.4M
Westfuller Advisors, LLC 2.32% Add +1.8% 66,104 $6.4M
TAGStone Capital, Inc. 2.03% Reduce -1.3% 66,072 $6.4M
Bradley Foster & Sargent Inc. 0.09% Reduce -4.6% 65,984 $6.4M
Meramec Financial Planners, LLC 2.33% Add +3.6% 65,808 $6.4M
Clayton Financial Group LLC 3.52% Reduce -3.0% 65,826 $6.4M
TFB Advisors LLC 2.79% Add +1.5% 65,589 $6.3M
Ade, LLC 2.67% Add +0.2% 65,500 $6.3M
One Degree Advisors Inc 1.40% Add +3.7% 65,430 $6.3M
TruNorth Capital Management, LLC 1.01% Add +2.5% 65,020 $6.3M
Cornerstone National Bank & Trust Co 2.12% Add +97.6% 65,347 $6.3M
PFG Investments, LLC 0.24% Add +6.0% 64,828 $6.3M
CrossGen Wealth, LLC 4.83% Add +136.7% 64,385 $6.2M
Mach-1 Financial Group, LLC 2.41% Add +10.8% 64,333 $6.2M
Fiduciary Financial Advisors 0.62% Add +80.8% 63,403 $6.1M
Howe & Rusling Inc. 0.35% Add +9.6% 63,196 $6.1M
SoundView Advisors Inc. 1.97% Add +0.1% 62,679 $6.1M
Marietta Wealth Management, LLC 0.62% Reduce -0.1% 62,460 $6.0M
Cahaba Wealth Management, Inc. 0.36% Add +0.8% 62,437 $6.0M
Seldon Capital LP 1.89% No change 62,425 $6.0M
Atlanta Consulting Group Advisors, LLC 0.95% Add +0.9% 62,176 $6.0M
Greykasell Wealth Strategies, Inc. 2.18% Add +3.7% 62,109 $6.0M
Fortis Capital Advisors, LLC 0.67% Reduce -8.8% 61,639 $6.0M
Good Steward Wealth Advisors,LLC 3.59% Add +1.5% 61,628 $6.0M
Gold Investment Management Ltd. 1.61% Add +10.8% 61,518 $5.9M
Matters Capital LLC 4.16% Add +0.2% 61,518 $5.9M
Alliance Private Wealth, LLC 2.06% Reduce -14.2% 61,515 $5.9M
Gentry Private Wealth, LLC 3.03% Add +16.0% 60,891 $5.9M
Investment Partners, LTD. 1.83% Reduce -0.4% 60,686 $5.9M
Fairview Capital Investment Management, LLC 0.31% No change 60,586 $5.9M
Charles Schwab Trust Co 0.32% Reduce -2.3% 60,248 $5.8M
Oppenheimer & Co. Inc. 0.06% Add +2.9% 60,151 $5.8M
Sapient Capital LLC 0.08% Add +6.5% 60,114 $5.8M
Segment Wealth Management, LLC 0.30% Reduce -0.8% 60,013 $5.8M
Renasant Bank 3.72% Add +3.0% 59,977 $5.8M
Aptus Capital Advisors, LLC 0.04% Add +24.7% 59,851 $5.8M
Fiduciary Group, LLC 0.45% Reduce -2.4% 59,784 $5.8M
Ellevest, Inc. 0.68% Add +1.0% 59,657 $5.8M
Kaydan Wealth Management, Inc. 1.75% Add +2.0% 59,590 $5.8M
Parkwoods Wealth Partners, LLC 0.92% New 59,294 $5.7M
Orrstown Financial Services Inc. 0.85% Add +3.8% 59,194 $5.7M
Rothschild Wealth LLC 0.45% Reduce -19.3% 58,920 $5.7M
Transcend Capital Advisors, LLC 0.38% Reduce -0.4% 58,563 $5.7M
TD Waterhouse Canada Inc. 0.01% Reduce -0.7% 58,481 $5.7M
Joel Adams & Associates, Inc. 3.62% Add +2.5% 58,417 $5.6M
Wilmington Savings Fund Society, FSB 0.13% Add +3.8% 58,357 $5.6M
Traveka Wealth, LLC 1.87% Add +2.3% 58,312 $5.6M
West Family Investments, Inc. 1.63% New 58,233 $5.6M
Valmark Advisers, Inc. 0.06% Add +2.9% 57,902 $5.6M
Merkkuri Wealth Advisors LLC 3.38% Add +11.9% 56,333 $5.4M
TRUE Private Wealth Advisors 0.47% Reduce -11.1% 56,020 $5.4M
William Howard & Co Financial Advisors Inc 4.21% Add +0.5% 56,013 $5.4M
EverSource Wealth Advisors, LLC 0.18% Reduce -10.4% 56,012 $5.4M
Hamilton Wealth, LLC 0.99% Add +18.0% 55,823 $5.4M
Gateway Wealth Partners, LLC 0.32% Reduce -33.6% 55,676 $5.4M
Crusonia Wealth Advisors LLC 0.88% Add +6.2% 55,582 $5.4M
Wright Wealth LLC 3.20% Add +0.7% 55,133 $5.3M
Eley Financial Management, Inc 1.72% Add +0.9% 55,126 $5.3M
Lodestar Private Asset Management LLC 0.46% Add +11.8% 54,982 $5.3M
Cambient Family Office, LLC 0.65% Add +3.3% 54,839 $5.3M
Cibc World Market Inc. 0.01% Reduce -32.8% 54,421 $5.3M
GeoWealth Management, LLC 0.17% Reduce -14.3% 54,370 $5.3M
Old Port Advisors 1.04% Add +2.9% 54,317 $5.2M
Tanglewood Wealth Management, Inc. 0.45% No change 54,279 $5.2M
FFT Wealth Management LLC 0.82% Add +48.1% 54,170 $5.2M
Smith Shellnut Wilson LLC 1.96% Reduce -7.7% 54,113 $5.2M
Palisade Asset Management, LLC 0.48% Add +3.9% 54,040 $5.2M
Allie Family Office LLC 1.94% Reduce -6.8% 54,020 $5.2M
Sage Advisory Services, Ltd.Co. 2.56% Reduce -14.4% 53,905 $5.2M
Prism Advisors, Inc. 1.26% Reduce -0.8% 53,738 $5.2M
B. Riley Wealth Advisors, Inc. 0.28% Reduce -13.2% 53,773 $5.2M
Hofer & Associates. Inc 2.50% Add +4.2% 53,611 $5.2M
Fortitude Family Office, LLC 1.01% No change 53,550 $5.2M
Wealth Alliance, LLC 0.43% Add +1.2% 53,215 $5.1M
High Net Worth Advisory Group LLC 1.09% Add +0.3% 53,214 $5.1M
Boyd Wealth Management, LLC 1.93% Add +5.6% 52,909 $5.1M
Trivium Point Advisory, LLC 0.46% Add +0.7% 52,529 $5.1M
Koshinski Asset Management, Inc. 0.27% Reduce -5.3% 52,412 $5.1M
Creative Financial Designs Inc. 0.24% Reduce -18.6% 52,320 $5.1M
FAS Wealth Partners, Inc. 0.26% Add +1.6% 52,194 $5.0M
Liberty Wealth Management LLC 0.63% No change 55,442 $5.0M
Ewing Morris & Co. Investment Partners Ltd. 2.63% New 51,992 $5.0M
Macroview Investment Management LLC 3.11% Add +2.5% 51,877 $5.0M
AAF Wealth Management, LLC 1.84% Reduce -1.5% 51,604 $5.0M
SteelPeak Wealth, LLC 0.13% Add +1.8% 51,558 $5.0M
Box Hill Private Wealth LLC 3.99% Add +3.2% 51,540 $5.0M
Asset Allocation Strategies LLC 0.77% Reduce -46.9% 51,519 $5.0M
Okabena Investment Services Inc. 0.88% Add +0.6% 51,262 $5.0M
Pembroke Management, LTD 0.64% Reduce -4.2% 51,225 $4.9M
Choate Investment Advisors 0.09% Add +1.2% 50,878 $4.9M
Operose Advisors LLC 0.95% Add +61.0% 50,876 $4.9M
PCM Encore, LLC 0.86% Reduce -14.1% 50,648 $4.9M
Trust Point Inc. 0.42% Add +2.4% 50,641 $4.9M
Ellis Investment Partners, LLC 0.74% Add +6.0% 50,521 $4.9M
NorthRock Partners, LLC 0.07% Reduce -1.4% 50,484 $4.9M
Legacy Financial Advisors, Inc. 0.59% Reduce -2.9% 50,428 $4.9M
Rinkey Investments 1.15% Add +0.0% 50,387 $4.9M
Element Wealth, LLC 1.82% Add +1.1% 50,196 $4.8M
Princeton Global Asset Management LLC 0.69% Add +6.4% 50,108 $4.8M
Johnson Investment Counsel Inc. 0.04% Add +4.9% 50,073 $4.8M
Sage Mountain Advisors LLC 0.29% Add +4.5% 49,608 $4.8M
Patten Group, Inc. 0.74% Reduce -3.8% 49,485 $4.8M
Russell Investments Group, Ltd. 0.00% Add +55.9% 49,407 $4.8M
Wakefield Asset Management LLLP 1.07% Add +5.3% 49,358 $4.8M
Linscomb Wealth, Inc. 0.21% Add +152.6% 49,303 $4.8M
Essex Financial Services, Inc. 0.24% Add +19.6% 49,250 $4.8M
NBH Bank 1.99% — 48,985 $4.7M
Soltis Investment Advisors LLC 0.27% Add +14.7% 48,860 $4.7M
RFG Advisory, LLC 0.07% Add +2.0% 48,754 $4.7M
Inspire Advisors, LLC 0.33% Add +3.3% 48,437 $4.7M
Invera Wealth Advisors, LLC 2.51% Add +0.1% 48,398 $4.7M
Canvas Wealth Advisors, LLC 0.65% Reduce -1.9% 48,375 $4.7M
Rock Creek Group LLC 0.47% No change 48,089 $4.6M
Sound View Wealth Advisors Group, LLC 0.29% Reduce -4.4% 48,031 $4.6M
Purewater Capital LLC 3.35% Add +39.2% 48,000 $4.6M
Diversified Enterprises, LLC 0.22% Add +0.2% 47,946 $4.6M
Claro Advisors Inc. 0.49% Reduce -6.5% 47,863 $4.6M
Avior Wealth Management, LLC 0.12% Reduce -3.8% 47,820 $4.6M
New Hampshire Trust 0.87% Add +0.8% 47,693 $4.6M
JT Stratford LLC 0.50% Add +10.4% 47,556 $4.6M
Financial Planning Navigators CORP 1.71% Add +12.6% 47,388 $4.6M
North Star Investment Management Corp. 0.25% Add +3.0% 47,057 $4.5M
CVA Family Office, LLC 0.41% Reduce -7.1% 47,030 $4.5M
Helium Advisors LLC 3.79% Add +6.0% 46,971 $4.5M
Schiavi & Co LLC 1.20% Reduce -1.2% 46,917 $4.5M
Plimoth Trust Co. LLC 0.90% Add +12.1% 46,809 $4.5M
Global Trust Wealth Management LLC 3.11% Reduce -0.7% 46,677 $4.5M
Leavell Investment Management, Inc. 0.16% Add +0.5% 46,402 $4.5M
REDW Wealth LLC 1.59% Reduce -4.0% 45,852 $4.4M
Beam Wealth Advisors, Inc. 0.97% Reduce -2.4% 45,346 $4.4M
Vilga Financial Planning LLC 3.31% Add +2.9% 45,281 $4.4M
Centerpoint Advisors, LLC 1.24% Reduce -0.7% 45,268 $4.4M
Hamilton Capital Partners Inc. 0.13% New 44,806 $4.3M
Clarus Wealth Advisors 1.67% Add +3.1% 44,870 $4.3M
Fisher Asset Management 0.00% Reduce -26.6% 44,057 $4.3M
PACK Private Wealth, LLC 1.75% No change 43,743 $4.2M
VestGen Advisors, LLC 0.12% Reduce -49.7% 43,707 $4.2M
Vanguard National Trust Co 0.23% Reduce -0.7% 43,666 $4.2M
Beese Fulmer Investment Management, Inc. 0.24% Add +2.9% 43,595 $4.2M
Mutual Advisors, LLC 0.08% Add +2.3% 43,288 $4.2M
Certuity, LLC 0.21% Add +5.4% 43,193 $4.2M
Sax Wealth Advisors, LLC 0.17% Add +71.4% 45,907 $4.2M
IFG Advisors, LLC 0.57% New 42,989 $4.2M
M Holdings Securities, Inc. 0.57% Add +4.4% 42,550 $4.1M
JPL Wealth Management, LLC 0.82% Add +1.8% 42,856 $4.1M
Cordgrass Capital Advisors, LLC 1.53% Reduce -64.1% 42,461 $4.1M
Birchcreek Wealth Management, LLC 1.59% Add +1.0% 42,388 $4.1M
Bearing Point Capital, LLC 0.54% Add +17.7% 41,658 $4.0M
Bridges Investment Management Inc. 0.05% Add +1.0% 41,416 $4.0M
Wilshire Advisors LLC 38.43% Reduce -1.7% 41,128 $4.0M
Madison Wealth Partners, Inc 0.51% Add +5.5% 41,107 $4.0M
Jefferies Financial Group Inc. 0.04% Add +1.6% 40,746 $3.9M
Ameritas Advisory Services, LLC 0.08% Reduce -41.5% 40,722 $3.9M
Sierra Capital LLC 0.38% No change 40,367 $3.9M
BWM Planning, LLC 0.90% Add +0.4% 40,320 $3.9M
FDx Advisors, Inc. 1.17% Reduce -24.2% 40,021 $3.9M
Intrua Financial, LLC 0.36% Reduce -4.3% 39,789 $3.8M
CSM Advisors, LLC 0.08% Reduce -7.2% 39,626 $3.8M
Colonial Trust Advisors 0.27% Reduce -1.6% 39,608 $3.8M
Independent Financial Group, LLC 0.07% Add +76.8% 39,513 $3.8M
KPP Advisory Services LLC 0.48% Add +9.6% 39,510 $3.8M
Inman Jager Wealth Management, LLC 2.02% Add +1.4% 39,381 $3.8M
Evanson Financial, LLC 0.19% — 39,348 $3.8M
Capital Advantage, Inc. 0.46% Reduce -1.1% 39,273 $3.8M
Windward Private Wealth Management Inc. 1.21% Reduce -0.5% 39,266 $3.8M
Pinnacle Bancorp, Inc. 0.98% Add +11.5% 39,202 $3.8M
Flagship Harbor Advisors, LLC 0.14% Add +0.5% 39,172 $3.8M
Schneider Downs Wealth Management Advisors, LP 0.36% Add +12.1% 39,146 $3.8M
Titleist Asset Management, LLC 0.25% Add +16.6% 39,064 $3.8M
Bigelow Investment Advisors, LLC 1.36% Reduce -1.0% 38,971 $3.8M
Blue Fin Capital, Inc. 0.54% Add +7.8% 38,889 $3.8M
Moneco Advisors, LLC 0.23% Add +3.5% 38,433 $3.7M
Kestra Investment Management, LLC 0.07% Reduce -1.7% 38,428 $3.7M
Strategy Asset Managers LLC 0.55% Add +8.8% 38,411 $3.7M
Smith, Moore & Co. 0.24% Add +11.7% 38,324 $3.7M
Forefront Wealth Partners, LLC 1.15% Reduce -0.3% 38,264 $3.7M
Penobscot Investment Management Company, Inc. 0.25% Add +8.3% 38,126 $3.7M
Panoramic Investment Advisors, LLC 1.76% Add +54.3% 38,002 $3.7M
Corsicana & Co. 1.78% Add +3.1% 37,955 $3.7M
Patton Albertson Miller Group, LLC 0.36% Reduce -2.8% 37,883 $3.7M
Storen Legacy Partners, LLC 1.00% Add +14.2% 37,854 $3.7M
Shufro Rose & Co. LLC 0.21% Add +0.9% 37,589 $3.6M
Parsons Capital Management Inc. 0.16% Add +1.1% 37,548 $3.6M
Maimon Wealth Management LTD. 2.79% Add +2.8% 37,520 $3.6M
Invst, LLC 0.35% Reduce -7.8% 37,509 $3.6M
Wealthcare Advisory Partners LLC 0.07% Reduce -70.7% 37,505 $3.6M
LGL Partners, LLC 1.32% Add +1.8% 37,497 $3.6M
Bryn Mawr Trust Advisors, LLC 0.16% Add +0.8% 37,383 $3.6M
Hobbs Group Advisors, LLC 0.95% Add +4.1% 37,322 $3.6M
Red Crane Wealth Management, LLC 2.65% Add +0.3% 37,263 $3.6M
AdvisorNet Financial, Inc 0.16% Add +4.1% 37,043 $3.6M
Larson Financial Group LLC 0.09% Reduce -64.4% 36,951 $3.6M
Ticino Wealth 1.12% Add +152.8% 36,842 $3.6M
Tobias Financial Advisors, Inc. 0.45% Reduce -0.0% 36,735 $3.5M
Wealthedge Investment Advisors, LLC 1.21% Reduce -16.3% 36,723 $3.5M
HCR Wealth Advisors 0.32% Add +0.7% 36,474 $3.5M
Aletheian Wealth Advisors LLC 1.50% Reduce -1.8% 36,347 $3.5M
Kaleidoscope Capital LP 1.29% Add +1.7% 36,280 $3.5M
Chesley Taft & Associates LLC 0.14% No change 36,273 $3.5M
Thayer Partners, LLC / MA 1.45% Add +12.8% 36,204 $3.5M
Empower Advisory Group, LLC 0.01% Add +5.2% 35,909 $3.5M
Beacon Bridge Wealth Partners, LLC 0.98% Reduce -3.0% 35,613 $3.4M
Perennial Investment Advisors, LLC 0.23% Add +51.1% 35,603 $3.4M
Wealthfront Advisers LLC 0.01% Add +4.6% 35,580 $3.4M
AMG Asset Management Group, Inc. 2.15% Add +3.9% 35,548 $3.4M
Cambridge Financial Group, LLC 1.08% Reduce -2.7% 35,527 $3.4M
SWP Financial LLC 1.58% Reduce -10.8% 35,460 $3.4M
JGP Wealth Management, LLC 0.31% Add +1.5% 35,438 $3.4M
Tompkins Financial Corp. 0.24% Reduce -6.5% 35,268 $3.4M
Independent Advisor Alliance 0.08% Reduce -95.4% 35,169 $3.4M
Roble, Belko & Company, Inc 0.37% Reduce -0.1% 35,130 $3.4M
Flagstar Securities, Inc. 1.02% Add +0.1% 34,919 $3.4M
Members Wealth LLC 1.83% Add +3.6% 34,539 $3.3M
Blue Trust, Inc. 0.03% Reduce -38.3% 34,464 $3.3M
JSF Financial, LLC 0.54% Reduce -75.0% 34,413 $3.3M
YANKCOM Partnership 1.19% Add +0.5% 34,228 $3.3M
Cyndeo Wealth Partners, LLC 0.16% Add +13.1% 34,124 $3.3M
Independence Bank of Kentucky 0.37% Add +6.1% 33,744 $3.3M
Capital Advisors, Ltd. LLC 0.33% Add +0.4% 33,683 $3.3M
Dravo Bay LLC 1.13% Reduce -2.8% 33,681 $3.3M
Arkansas Financial Group, Inc. 0.42% Add +5.4% 33,659 $3.3M
Quadrant Private Wealth Management, LLC 0.73% Reduce -1.3% 33,615 $3.2M
Stratos Wealth Advisors, LLC 0.18% Reduce -2.3% 33,513 $3.2M
Foundations Investment Advisors, LLC 0.03% Add +14.7% 33,502 $3.2M
Montag A & Associates Inc. 0.14% Reduce -20.6% 33,451 $3.2M
Powerhouse Assets LLC 2.63% Reduce -11.4% 33,417 $3.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Reduce -12.9% 33,340 $3.2M
Sentinel Advisory Group, LLC 1.31% Add +0.3% 33,149 $3.2M
Glenview Trust Co 0.04% Add +1.0% 33,027 $3.2M
Colton Groome Financial Advisors, LLC 0.77% Add +4.6% 32,877 $3.2M
Fire Capital Management LLC 1.29% Reduce -0.4% 32,821 $3.2M
Laird Norton Wetherby Trust Company, LLC 0.06% Reduce -0.3% 32,773 $3.2M
Cowa, LLC 0.86% Add +3.3% 32,755 $3.2M
WealthPLAN Partners, LLC 0.60% Add +92.7% 32,730 $3.2M
Owl Creek Wealth Partners LLC 0.92% Add +2.8% 32,572 $3.1M
Peak Financial Management, Inc. 0.72% Reduce -0.4% 32,477 $3.1M
First Financial Bankshares Inc 0.06% Reduce -5.7% 32,419 $3.1M
Quent Capital, LLC 0.19% Add +25.2% 32,415 $3.1M
Jacobi Capital Management LLC 0.15% Add +10.2% 32,403 $3.1M
Infinity Wealth Counsel, LLC 2.53% Add +6.0% 32,382 $3.1M
First Horizon Corp. 0.12% Add +2.8% 32,363 $3.1M
Lineweaver Wealth Advisors, LLC 0.37% Reduce -0.7% 32,354 $3.1M
Chris Bulman Inc 1.14% Reduce -8.6% 32,352 $3.1M
Islay Capital Management, LLC 1.47% Reduce -27.6% 32,342 $3.1M
Balefire, LLC 0.51% Add +13.2% 32,252 $3.1M
Phillips Financial Management, LLC 0.23% No change 32,213 $3.1M
Ignite Planners, LLC 0.42% Reduce -1.0% 32,030 $3.1M
Asset Advisory Group, Inc. 1.34% Add +1.1% 31,741 $3.1M
Wealth Enhancement Trust Services, Inc. 0.34% Reduce -1.0% 31,716 $3.1M
ADG Wealth Management Group, LLC 1.94% Reduce -0.9% 31,708 $3.1M
Stephens Inc. 0.03% Add +73.1% 31,625 $3.1M
Proficio Capital Partners LLC 0.11% Add +15.7% 31,580 $3.0M
Kanawha Capital Management LLC 0.20% Reduce -0.1% 31,497 $3.0M
Pursuit Wealth Strategies, LLC 3.95% Add +0.9% 31,478 $3.0M
Brand Asset Management Group, Inc. 0.67% Add +10.0% 31,199 $3.0M
Kings Path Partners LLC 0.80% Reduce -0.6% 31,135 $3.0M
Grant Street Asset Management, Inc. 0.49% Add +1.9% 31,078 $3.0M
Hollencrest Capital Management 0.20% Reduce -9.2% 31,040 $3.0M
Emerald Advisors, LLC 0.38% Reduce -25.9% 30,998 $3.0M
Cornerstone Advisors Asset Management, LLC 0.39% Add +1.3% 30,957 $3.0M
Nilsine Partners, LLC 0.21% Add +3.5% 30,911 $3.0M
Tsfg, LLC 0.37% Add +19.4% 30,396 $2.9M
Fiduciary Alliance LLC 0.20% Reduce -4.5% 30,368 $2.9M
Morton Capital Management LLC 0.40% Reduce -4.0% 30,045 $2.9M
Leigh Baldwin & Co., LLC 1.56% Reduce -15.8% 30,012 $2.9M
Ferguson Wellman Capital Management, Inc. 0.04% Reduce -0.2% 29,951 $2.9M
Steel Grove Capital Advisors, LLC 0.27% Add +3.2% 29,940 $2.9M
Vanguard Personalized Indexing Management, LLC 0.02% Add +7.4% 29,889 $2.9M
Biltmore Family Office, LLC 0.38% Reduce -7.7% 29,881 $2.9M
3Chopt Investment Partners, LLC 0.54% No change 29,742 $2.9M
PFG Advisors 0.14% Reduce -2.2% 29,726 $2.9M
Argonautica Private Wealth Management, Inc. 0.70% Add +2.2% 29,713 $2.9M
Ascentis Wealth Management, LLC 0.49% Add +12.3% 29,675 $2.9M
Endowment Wealth Management, Inc. 1.10% Add +4.3% 29,527 $2.9M
PW Nova Financial Services LLC 0.61% Add +27.2% 29,511 $2.9M
Clearview Wealth Management LLC 1.82% Reduce -0.5% 29,379 $2.8M
JDM Financial Group LLC 0.97% Add +24.1% 29,359 $2.8M
180 Wealth Advisors, LLC 0.28% Reduce -9.5% 29,220 $2.8M
Allworth Financial LP 0.01% Add +1.3% 29,198 $2.8M
Advisory Solutions Group, LLC 0.96% — 29,193 $2.8M
Arete Wealth Advisors, LLC 0.19% Reduce -0.2% 29,185 $2.8M
Slagle Financial, LLC 0.84% Add +5.1% 29,153 $2.8M
Henderson Brothers Financial Partners, LLC 1.33% Reduce -44.4% 29,149 $2.8M
Wharton Business Group, LLC 0.09% Reduce -1.4% 29,093 $2.8M
Richard P Slaughter Associates Inc 0.56% Reduce -0.0% 29,062 $2.8M
Brown Wealth Management, LLC 0.63% Add +1.5% 28,989 $2.8M
Vanguard Advisers Inc. 0.01% Reduce -1.6% 28,953 $2.8M
Krilogy Financial LLC 0.08% Add +20.5% 28,639 $2.8M
Heritage Family Offices, LLP 1.07% Reduce -8.6% 28,617 $2.8M
Pacific Excel Wealth Advisors, Inc. 1.07% New 28,617 $2.8M
One Charles Private Wealth Services, LLC 0.64% Add +61.5% 28,582 $2.8M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.30% Add +2.5% 28,497 $2.8M
Mayport, LLC 0.43% No change 28,455 $2.7M
Godshalk Welsh Capital Management, Inc. 1.45% Reduce -0.5% 27,845 $2.7M
Investment Advisory Group, LLC 0.58% Reduce -0.2% 27,831 $2.7M
Retirement Planning Group, LLC 0.07% Reduce -22.1% 27,816 $2.7M
Fifth Third Securities, Inc. 0.15% Reduce -22.1% 27,698 $2.7M
Keystone Global Partners, LLC 1.01% Reduce -2.0% 27,590 $2.7M
Burling Wealth Partners, LLC 0.39% Add +1.4% 27,588 $2.7M
Bison Wealth, LLC 0.24% Add +47.8% 26,955 $2.6M
Compton Financial Group, LLC 0.51% Reduce -18.5% 27,333 $2.6M
Vestcor Inc 0.07% Reduce -16.9% 27,294 $2.6M
Morton Brown Family Wealth, LLC 0.60% Reduce -0.6% 27,242 $2.6M
Verdence Capital Advisors LLC 0.14% Reduce -2.0% 27,232 $2.6M
Orcam Financial Group 1.28% New 27,108 $2.6M
HBK Sorce Advisory LLC 0.05% Reduce -4.6% 26,170 $2.6M
AA Financial Advisors, LLC 0.31% Reduce -2.3% 27,075 $2.6M
Dynamic Financial Group 1.97% Add +3.1% 27,067 $2.6M
Firestone Capital Management 0.48% Reduce -0.7% 26,864 $2.6M
Cypress Capital Group 0.24% Add +13.3% 26,820 $2.6M
Brady Family Wealth, LLC 0.75% Add +7.2% 26,767 $2.6M
Rockwood Wealth Management, LLC 0.16% Add +23.9% 26,712 $2.6M
OFS Enterprise LLC 0.66% Add +4.2% 26,612 $2.6M
Cascade Financial Partners, LLC 0.22% Add +10.7% 26,572 $2.6M
Keystone Financial Group 0.15% Add +1.9% 26,529 $2.6M
HighPoint Advisor Group LLC 0.09% Reduce -1.1% 26,439 $2.6M
Well Done, LLC 0.34% Add +19.3% 26,431 $2.6M
CWS Financial Advisors, LLC 0.57% Add +1.2% 26,399 $2.5M
Zions Bancorporation, National Association 0.15% Add +0.7% 26,363 $2.5M
Kingswood Wealth Advisors, LLC 0.10% Reduce -1.9% 26,318 $2.5M
Rainier Family Wealth Inc. 1.45% No change 26,310 $2.5M
Chilton Investment Co. Inc. 0.06% Add +262.6% 26,245 $2.5M
4Thought Financial Group Inc. 1.19% Reduce -26.4% 26,187 $2.5M
Pacific Financial Group Inc. 1.21% Add +72.7% 26,060 $2.5M
United Advisor Group, LLC 0.27% Add +0.3% 26,037 $2.5M
Xcelsior Advisor Partners LLC 0.33% Add +37.6% 25,990 $2.5M
Ducere Wealth Management LLC 0.75% Reduce -61.1% 25,945 $2.5M
New Republic Capital, LLC 0.57% Add +41.9% 25,769 $2.5M
Aegis Wealth Management LLC 1.17% No change 25,735 $2.5M
Fiera Capital Corp 0.01% No change 25,681 $2.5M
NorthCoast Asset Management LLC 0.05% Add +2.5% 25,610 $2.5M
Maseco LLP 0.07% Reduce -7.4% 25,570 $2.5M
Indivisible Partners 0.14% Add +18.7% 25,563 $2.5M
Paladin Advisory Group, LLC 1.63% Reduce -0.3% 25,481 $2.5M
Verus Capital Partners, LLC 0.13% Reduce -11.0% 25,476 $2.5M
Collective Family Office LLC 0.50% Reduce -0.0% 25,473 $2.5M
PGIM Custom Harvest LLC 0.03% Add +9.6% 25,424 $2.5M
Colter Lewis Investment Partners LLC 1.09% Add +0.1% 25,417 $2.5M
Manchester Capital Management LLC 0.32% Add +11.4% 25,318 $2.4M
Arrowroot Family Office, LLC 0.70% Add +14.5% 25,315 $2.4M
Strategic Wealth Partners, Ltd. 0.15% Add +4.8% 25,176 $2.4M
Portfolio Resources Advisor Group, Inc. 2.06% Reduce -18.0% 25,156 $2.4M
Sanchez Gaunt Capital Management, LLC 1.35% Add +2.9% 24,989 $2.4M
Salem Investment Counselors Inc. 0.06% Add +3.7% 24,947 $2.4M
CreativeOne Wealth, LLC 0.05% Reduce -2.8% 24,900 $2.4M
Inkwell Capital LLC 2.50% Add +0.0% 24,816 $2.4M
Lee Financial Co 0.31% Add +0.6% 24,806 $2.4M
Heritage Trust Co 0.21% Reduce -0.3% 24,713 $2.4M
Sentinel Trust Co. Lba 0.21% Reduce -1.5% 24,652 $2.4M
GWN Securities Inc. 0.40% Reduce -8.2% 24,511 $2.4M
Wolff Wiese Magana LLC 1.09% Add +11.9% 24,473 $2.4M
Warner Financial, Inc. 0.69% Add +0.7% 24,438 $2.4M
STAR Financial Bank 0.96% Add +9.7% 24,371 $2.4M
Trust Co. of Vermont 0.09% — 24,263 $2.3M
Trevian Wealth Management LLC 1.00% Add +4.7% 24,205 $2.3M
Citadel Advisors 0.00% New 24,137 $2.3M
Synergy Investment Management, LLC 0.56% Reduce -3.0% 23,939 $2.3M
Strategic Blueprint, LLC 0.12% Reduce -14.3% 23,928 $2.3M
Lee, Kelleher & Klein Wealth Management 1.21% Add +13.9% 23,917 $2.3M
Thoroughbred Financial Services, LLC 0.11% Reduce -18.6% 23,785 $2.3M
Lexington Hill Partners, LLC 1.11% Add +0.9% 23,779 $2.3M
Gilbert & Cook, Inc. 0.26% No change 23,632 $2.3M
Disciplined Investments, LLC 0.73% Add +2.5% 23,432 $2.3M
Welch & Forbes LLC 0.03% Reduce -2.9% 23,399 $2.3M
Highland Investment Advisors LLC 0.99% — 23,391 $2.3M
Envision Financial LLC 1.04% Reduce -12.5% 23,331 $2.3M
Waystone Advisors LLC 1.68% Add +5.0% 23,297 $2.3M
Advisors Capital Management, LLC 0.02% Add +3.5% 23,291 $2.2M
MainStreet Investment Advisors LLC 0.31% Add +209.4% 23,237 $2.2M
BBR Partners, LLC 0.11% New 23,229 $2.2M
Veracity Capital LLC 0.60% Add +3.0% 23,201 $2.2M
Rebalance, LLC 0.12% Add +9.7% 23,189 $2.2M
1015 Capital Partners, LLC 1.87% Add +3.3% 23,153 $2.2M
Williams & Novak, LLC 1.49% No change 23,112 $2.2M
Level Wealth Management LLC 0.89% Reduce -0.3% 23,076 $2.2M
Trueblood Wealth Management, LLC 0.78% Add +9.7% 22,987 $2.2M
Hassell Wealth Management, LLC 0.68% Add +1.3% 23,000 $2.2M
LCW Services, LLC 0.96% Reduce -1.0% 22,853 $2.2M
Ausdal Financial Partners, Inc. 0.09% Add +4.6% 22,813 $2.2M
Northwest Wealth Management, LLC 0.29% Add +1.2% 22,783 $2.2M
Matauro, LLC 0.29% Reduce -2.5% 22,778 $2.2M
Wiser Wealth Management, Inc 0.42% Reduce -10.4% 22,747 $2.2M
Steelhead Wealth Management LLC 0.88% Reduce -18.4% 22,588 $2.2M
FSM Wealth Advisors, LLC 0.23% Add +55.9% 22,543 $2.2M
Intrepid Financial Planning Group LLC 0.74% Add +8.1% 22,521 $2.2M
Black Diamond Financial, LLC 0.19% No change 22,441 $2.2M
Secured Retirement Advisors, LLC 1.11% Reduce -13.3% 22,396 $2.2M
Winthrop Advisory Group LLC 0.15% Reduce -7.8% 22,375 $2.2M
Peterson Wealth Services 0.47% Add +23.8% 22,272 $2.2M
Droms Strauss Advisors Inc. /Mo/ 0.49% Reduce -0.6% 22,231 $2.1M
Csenge Advisory Group 0.09% Add +8.1% 22,162 $2.1M
First County Bank 1.01% Add +8.3% 22,135 $2.1M
Kovack Advisors, Inc. 0.10% Add +0.5% 22,193 $2.1M
Everhart Financial Group, Inc. 0.14% Reduce -0.9% 22,101 $2.1M
Icon Wealth Advisors, LLC 0.13% Add +15.1% 22,074 $2.1M
Metis Global Partners, LLC 0.05% New 21,929 $2.1M
Endeavor Private Wealth, Inc. 0.51% Reduce -11.0% 21,867 $2.1M
Harpswell Capital Advisors, LLC 1.35% Reduce -0.1% 21,774 $2.1M
Signature Estate & Investment Advisors LLC 0.04% Reduce -8.5% 21,611 $2.1M
Evercore Wealth Management, LLC 0.03% Add +1.1% 21,535 $2.1M
Waycross Investment Management Co 1.58% New 21,467 $2.1M
Tred Avon Family Wealth, LLC 0.63% Add +10.3% 21,315 $2.1M
Wind River Trust Co 0.69% No change 21,203 $2.0M
Colonial Trust Co / SC 0.26% Reduce -12.1% 21,049 $2.0M
Cornerstone Partners Capital Management, LLC 5.91% Reduce -4.2% 21,042 $2.0M
Magnolia Capital Advisors LLC 0.35% Add +1.5% 20,937 $2.0M
First Bank & Trust 0.30% Add +0.3% 20,935 $2.0M
Fortis Advisors, LLC 0.94% Add +2.2% 20,854 $2.0M
Simplicity Wealth,LLC 0.07% Reduce -11.2% 20,798 $2.0M
Courage Miller Partners, LLC 0.53% Add +0.5% 20,776 $2.0M
Foster & Motley Inc. 0.09% Add +40.2% 20,735 $2.0M
Mma Asset Management LLC 0.64% Add +0.0% 20,705 $2.0M
AlTi Global, Inc. 0.04% Add +1.7% 20,465 $2.0M
Kelleher Financial Advisors 0.28% Add +100.1% 20,442 $2.0M
Stonebrook Private Inc. 0.36% Reduce -13.8% 20,389 $2.0M
JMG Financial Group, Ltd. 0.05% Add +0.3% 20,369 $2.0M
GAMMA Investing LLC 0.07% Add +14.9% 20,360 $2.0M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.72% Add +3.9% 20,346 $2.0M
Triad Wealth Partners, LLC 0.12% Add +69.1% 19,895 $2.0M
Highland Financial Advisors, LLC 0.43% Add +3.0% 20,291 $2.0M
Embree Financial Group 0.20% Add +1.4% 20,278 $2.0M
Stone Summit Wealth LLC 0.50% Add +0.3% 20,261 $2.0M
Valley Wealth Managers, Inc. 0.11% Reduce -2.0% 20,206 $2.0M
Milestone Asset Management Group, LLC 0.98% Add +1.1% 20,182 $1.9M
Pitcairn Wealth Advisors LLC 0.21% Reduce -0.8% 20,126 $1.9M
Layline Advisors, LLC 1.74% Add +1.7% 20,126 $1.9M
Tenzing Financial LLC 1.33% Add +0.5% 19,768 $1.9M
WealthCare Investment Partners, LLC 0.47% Add +8.3% 20,118 $1.9M
Stonebridge Financial Group, LLC 0.15% Add +3.3% 20,040 $1.9M
HM Payson & Co. 0.03% Add +3.2% 19,926 $1.9M
Main Street Financial Solutions, LLC 0.12% Add +0.2% 19,912 $1.9M
Investment Research & Advisory Group, Inc. 0.59% Add +6.5% 19,911 $1.9M
Capital Investment Management, Inc. 0.58% Add +0.2% 19,710 $1.9M
Empirical Asset Management, LLC 0.43% Add +0.8% 19,700 $1.9M
NTV Asset Management LLC 0.19% Add +4.0% 19,603 $1.9M
MA Private Wealth 0.28% Reduce -4.9% 19,573 $1.9M
Cahill Financial Advisors Inc. 0.18% Reduce -0.5% 19,453 $1.9M
International Assets Investment Management, LLC 0.11% Add +28.9% 19,360 $1.9M
Philadelphia Trust Co. 0.12% No change 19,249 $1.9M
LVZ, Inc. 0.19% Reduce -2.7% 19,234 $1.9M
Fourth Dimension Wealth, LLC 0.58% Reduce -5.6% 19,125 $1.8M
Tufton Capital Management 0.31% Reduce -2.2% 19,067 $1.8M
Joel Isaacson & Co., LLC 0.05% Add +25.3% 18,983 $1.8M
Sovereign Financial Group, Inc. 0.28% Add +0.0% 18,952 $1.8M
Howard Financial Services, LTD. 0.18% Reduce -0.3% 18,933 $1.8M
Innovative Wealth Building LLC 1.06% Add +3.7% 18,888 $1.8M
Mackenzie Financial Corp. 0.00% Reduce -68.7% 18,841 $1.8M
Commerce Advisors, LLC 0.98% Add +4.2% 18,770 $1.8M
Sheets Smith Wealth Management 0.18% Reduce -3.5% 18,710 $1.8M
Vista Capital Partners, Inc. 0.16% Reduce -0.8% 18,671 $1.8M
Seven Post Investment Office LP 0.51% Reduce -9.6% 18,548 $1.8M
Bar Harbor Wealth Management 0.10% Add +5.9% 18,478 $1.8M
Oak Barrel Wealth Advisory LLC 0.79% — 18,435 $1.8M
Bokf, NA 0.02% Add +99.3% 18,418 $1.8M
PUREfi Wealth, LLC 0.98% Add +22.8% 18,397 $1.8M
Strategic Equity Management 0.60% Reduce -61.2% 18,382 $1.8M
SIMA Wealth Partners, LLC 1.25% Reduce -0.8% 18,320 $1.8M
Pinnacle Associates Ltd. 0.02% Add +0.1% 18,319 $1.8M
Cornerstone Wealth Management, LLC 0.08% Add +0.7% 18,288 $1.8M
ETF Portfolio Partners, Inc. 0.42% Reduce -3.8% 18,261 $1.8M
Roger Wittlin Investment Advisory, LLC 1.38% Reduce -6.1% 18,193 $1.8M
Coquina Private Wealth LLC 1.19% Reduce -1.0% 18,190 $1.8M
TFC Financial Management, Inc. 0.19% Reduce -1.0% 18,092 $1.7M
Astoria Portfolio Advisors LLC. 0.29% New 18,026 $1.7M
Columbia Asset Management 0.30% Add +0.2% 18,026 $1.7M
Hoxton Planning & Management, LLC 0.45% Reduce -1.6% 17,932 $1.7M
Cherry Tree Wealth Management, LLC 0.33% Reduce -2.3% 17,914 $1.7M
TOWER TRUST & INVESTMENT Co 1.05% Reduce -2.6% 17,890 $1.7M
OneAscent Family Office, LLC 0.87% Add +5.4% 17,887 $1.7M
Defined Wealth Management, LLC 0.88% Reduce -84.6% 17,770 $1.7M
HUB Investment Partners, LLC 0.03% Reduce -3.5% 17,700 $1.7M
Hicks Capital Management LLC 1.39% Add +1.5% 17,608 $1.7M
Aureus Asset Management, LLC 0.10% Reduce -6.0% 17,603 $1.7M
Coign Capital Advisors LLC 0.77% Add +4.6% 17,601 $1.7M
Bayban 1.30% No change 17,584 $1.7M
Boyum Wealth Architects LLC 0.68% No change 17,661 $1.7M
Capital Investment Advisory Services, LLC 0.10% Add +93.5% 17,406 $1.7M
Lincoln Capital LLC 0.30% Reduce -0.7% 17,393 $1.7M
Transamerica Financial Advisors, LLC 0.14% Add +32.7% 17,370 $1.7M
Kooman & Associates 0.45% Reduce -1.0% 17,366 $1.7M
Daymark Wealth Partners, LLC 0.04% Add +11.2% 17,333 $1.7M
Ballast Rock Private Wealth LLC 0.77% Add +0.9% 17,327 $1.7M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.08% Reduce -24.8% 17,296 $1.7M
Altfest L J & Co. Inc. 0.16% Add +8.5% 17,223 $1.7M
NCM Capital Management, LLC 0.51% Add +0.1% 17,213 $1.7M
Wedbush Securities Inc. 0.04% Reduce -27.9% 17,178 $1.7M
Meyer Handelman Co. 0.05% Add +12.1% 17,101 $1.7M
Johnson Financial Group, LLC 0.09% Reduce -1.3% 17,094 $1.7M
Wellington-Altus USA Inc. 1.17% Reduce -4.0% 18,166 $1.6M
Paragon Capital Management Ltd 0.31% Reduce -0.3% 17,015 $1.6M
Dana Investment Advisors, Inc. 0.04% Reduce -9.2% 16,901 $1.6M
Northwest Bancshares, Inc. 0.29% Reduce -15.9% 16,895 $1.6M
Navigation Group, LLC 0.32% Add +8.4% 16,893 $1.6M
Keystone Financial Group, Inc. 0.85% Add +1.7% 16,856 $1.6M
Retirement Wealth Solutions LLC 0.90% Add +3.4% 16,836 $1.6M
Beckerman Institutional, LLC 0.77% Reduce -2.7% 16,796 $1.6M
BAM Wealth Management, LLC 1.01% Add +36.3% 16,795 $1.6M
Renaissance Technologies 0.00% New 16,700 $1.6M
Forte Asset Management LLC 0.66% No change 16,677 $1.6M
Denver PWM, LLC 0.52% Reduce -2.0% 15,693 $1.6M
Oxford Financial Group, LTD. LLC 0.08% Add +6.1% 16,432 $1.6M
Black Cypress Capital Management, LLC 1.06% Reduce -2.1% 16,408 $1.6M
Shelton Wealth Management, LLC 0.63% Add +2.3% 16,375 $1.6M
Pallas Capital Advisors LLC 0.05% Add +5.1% 16,316 $1.6M
Peak Planning Group, LLC 0.35% Reduce -1.1% 16,131 $1.6M
Canandaigua National Bank & Trust Co. 0.13% — 16,104 $1.6M
LongView Wealth Management 0.40% Reduce -9.1% 16,099 $1.6M
Apeiron RIA LLC 0.40% Reduce -47.6% 16,063 $1.6M
Old Mission Investment Co LLC 0.32% Add +5.2% 16,060 $1.6M
Total Clarity Wealth Management, Inc. 0.30% Add +2.5% 16,051 $1.6M
Beacon Capital Management, LLC 0.23% Add +35.0% 16,000 $1.5M
Vaquero Private Wealth, Ltd. 0.32% — 16,000 $1.5M
Benjamin Edwards Inc. 0.01% Add +5.8% 15,992 $1.5M
Capital Advisors Wealth Management, LLC 0.18% Add +8.0% 15,983 $1.5M
Clark Capital Management Group, Inc. 0.01% Add +38.6% 15,968 $1.5M
SeaBridge Investment Advisors LLC 0.22% Add +0.9% 15,923 $1.5M
Guardian Wealth Advisors, LLC / NC 0.09% Add +4.4% 15,918 $1.5M
Focus Financial Network, Inc. 0.05% Reduce -1.5% 15,899 $1.5M
MW Advisory, LLC 0.61% — 15,793 $1.5M
Fortune Financial Group, Inc. 1.20% Add +171.3% 15,787 $1.5M
Wealth Management Partners, LLC 0.36% Add +0.8% 15,719 $1.5M
Raffa Wealth Management, LLC 0.19% Add +1.6% 15,696 $1.5M
Arwa LLC 0.63% Add +3.3% 15,664 $1.5M
StoneX Group Inc. 0.06% Add +13.4% 15,677 $1.5M
Saxon Interests, Inc. 0.42% Reduce -0.1% 15,664 $1.5M
Garrison Point Advisors, LLC 0.61% Add +86.4% 15,648 $1.5M
Aries Wealth Management 0.30% No change 15,639 $1.5M
IMA Advisory Services, Inc. 0.09% Add +21866.2% 15,596 $1.5M
Focused Alpha, LLC 0.39% Reduce -0.9% 15,586 $1.5M
Elm Partners Management LLC 0.05% Add +20.6% 15,497 $1.5M
Garde Capital, Inc. 0.07% No change 15,494 $1.5M
Aspen Wealth Management LLC 0.25% Add +1.1% 15,443 $1.5M
Parisi Gray Wealth Management 0.31% Add +0.8% 15,395 $1.5M
Buck Wealth Strategies, LLC 0.16% New 15,353 $1.5M
Rossby Financial, LCC 0.27% Reduce -0.0% 15,258 $1.5M
Legacy Wealth Managment, LLC 0.60% Add +1287.0% 15,160 $1.5M
Keel Point, LLC 0.09% Add +5.9% 15,159 $1.5M
Sandhill Capital Partners LLC 0.12% Add +0.1% 15,157 $1.5M
Gryphon Financial Partners LLC 0.13% Add +4.8% 15,155 $1.5M
UNIVEST FINANCIAL Corp 0.07% Reduce -0.3% 15,155 $1.5M
O'Keefe Stevens Advisory, Inc. 0.30% No change 15,151 $1.5M
Sepio Capital, LP 0.07% No change 15,092 $1.5M
Romano Brothers and Company 0.15% Add +3.3% 15,071 $1.5M
Westmount Partners, LLC 0.32% Add +0.2% 15,063 $1.5M
Forza Wealth Management, LLC 0.45% Reduce -0.4% 15,041 $1.5M
Capital Group Private Client Services, Inc. 0.02% Add +20.7% 15,017 $1.5M
Kendall Capital Management 0.24% Reduce -7.5% 14,994 $1.4M
Trilogy Capital Inc. 0.06% Add +8.3% 14,993 $1.4M
Bestgate Wealth Advisors, LLC 2.30% Reduce -10.3% 14,965 $1.4M
W Advisors, LLC 0.66% No change 14,948 $1.4M
Summit Wealth & Retirement Planning, Inc. 0.31% Reduce -2.0% 14,942 $1.4M
West Bancorporation Inc. 0.62% Reduce -7.1% 14,920 $1.4M
Curated Wealth Partners LLC 0.17% No change 14,880 $1.4M
MLG Wealth Management DBA Pine Grove Financial Group 0.14% Add +16.1% 14,859 $1.4M
Klaas Financial Asset Advisors, LLC 0.18% Reduce -0.9% 14,858 $1.4M
American State Bank (Iowa) 0.58% Add +0.7% 14,705 $1.4M
Inspirion Wealth Advisors, LLC 0.16% Add +0.2% 14,720 $1.4M
Goldstein Advisors, LLC 0.13% Add +2.5% 14,601 $1.4M
PCG Asset Management, LLC 1.01% Add +2.1% 14,562 $1.4M
JNBA Financial Advisors 0.11% No change 14,557 $1.4M
Tritonpoint Wealth, LLC 0.14% Reduce -2.8% 14,555 $1.4M
REAP Financial Group, LLC 0.24% Reduce -4.5% 14,516 $1.4M
C M Bidwell & Associates Ltd. 0.57% Add +0.2% 14,343 $1.4M
Bear Mountain Capital, Inc. 0.40% Add +0.1% 14,201 $1.4M
Range Advisory, LLC 0.16% Add +55.0% 14,225 $1.4M
Sankala Group LLC 0.91% Add +0.9% 13,648 $1.4M
Clarendon Private LLC 0.88% Add +7.8% 14,115 $1.4M
Prudential PLC 0.01% Reduce -42.7% 14,100 $1.4M
Market Street Wealth Management Advisors LLC 0.19% Reduce -1.9% 14,095 $1.4M
Planning Alternatives Ltd. 0.15% Reduce -1.3% 14,039 $1.4M
Fort Washington Investment Advisors Inc. 0.01% Add +2.8% 14,015 $1.4M
Noesis Capital Mangement Corp. 0.16% Reduce -3.8% 14,002 $1.4M
TL Private Wealth 0.50% Add +0.9% 13,926 $1.4M
BlueSky Wealth Advisors, LLC 0.16% Reduce -2.6% 13,960 $1.3M
Great Point Wealth Advisors, LLC 0.22% Reduce -3.1% 13,937 $1.3M
Compass Ion Advisors, LLC 0.12% Reduce -1.0% 13,915 $1.3M
CoreCap Advisors, LLC 0.04% Add +7.0% 13,901 $1.3M
Cambria Investment Management, L.P. 0.07% Add +0.5% 13,891 $1.3M
Watershed Private Wealth LLC 0.38% Add +2.4% 13,794 $1.3M
McNamara Financial Services, Inc. 0.23% Add +0.3% 13,771 $1.3M
Noble Family Wealth, LLC 0.24% No change 13,754 $1.3M
Keebeck Wealth Management 0.13% Reduce -8.7% 13,747 $1.3M
Amplius Wealth Advisors, LLC 0.10% Reduce -0.8% 13,734 $1.3M
Penobscot Wealth Management 0.35% Add +9.1% 13,670 $1.3M
Hill Island Financial LLC 0.28% Reduce -0.0% 13,665 $1.3M
Root Financial Partners, LLC 0.05% Add +13.5% 13,638 $1.3M
Vertex Planning Partners, LLC 0.20% Add +17.5% 13,618 $1.3M
Members Capital Advisors Inc. 1.13% — 13,583 $1.3M
Gilpin Wealth Management, LLC 0.90% Reduce -0.8% 13,520 $1.3M
Angeles Wealth Management, LLC 0.06% Add +12.1% 13,497 $1.3M
Moors & Cabot, Inc. 0.05% Add +4.6% 13,458 $1.3M
Stevens Capital Partners 0.25% Reduce -2.9% 13,458 $1.3M
Ibex Wealth Advisors 0.10% Add +0.7% 13,381 $1.3M
LWM Advisors Inc. 1.10% Add +38.4% 13,362 $1.3M
GAMCO Investors 0.01% Reduce -89.4% 13,350 $1.3M
MFA Wealth Services 0.77% Add +0.7% 13,303 $1.3M
Davis R M Inc. 0.02% Add +10.1% 13,284 $1.3M
Legacy Capital Wealth Partners, LLC 0.25% Add +1.1% 20,663 $1.3M
United Bank 0.15% Add +51.9% 13,173 $1.3M
GC Wealth Management RIA, LLC 0.07% Add +11.1% 13,160 $1.3M
Tulsa Wealth Advisors, INC 0.18% Add +1.7% 13,115 $1.3M
Hixon Zuercher, LLC 0.37% No change 13,100 $1.3M
NorthStar Asset Management LLC 0.27% Add +1.4% 13,069 $1.3M
First American Trust, FSB 0.08% Add +20.2% 13,011 $1.3M
GW&K Investment Management, LLC 0.01% No change 12,993 $1.3M
Ellenbecker Investment Group 0.15% Add +5.5% 12,960 $1.3M
Orleans Capital Management Corp. 0.65% No change 12,956 $1.3M
Founders Financial Alliance, LLC 0.17% Add +1.0% 12,948 $1.3M
Breakwater Capital Group 0.15% Reduce -0.1% 12,945 $1.3M
Barnes Dennig Private Wealth Management LLC 1.00% Add +7.3% 12,899 $1.2M
Rubicon Advisors, GP 0.91% Add +407.0% 12,882 $1.2M
Bedminster, LLC 1.06% Reduce -1.2% 12,861 $1.2M
WealthShield Partners, LLC 0.19% Add +16.0% 12,834 $1.2M
Pinney & Scofield, Inc. 0.61% Reduce -2.1% 12,827 $1.2M
Finley Financial, LLC 0.50% No change 12,825 $1.2M
Tranquility Partners, LLC 0.43% Add +1.1% 12,824 $1.2M
Davidson Trust Co. 0.48% Add +4.6% 12,790 $1.2M
Marin Bay Wealth Advisors, LLC 0.66% Add +0.7% 12,704 $1.2M
XTX Topco Ltd 0.02% New 12,645 $1.2M
KWB Wealth 0.10% Add +8.3% 12,643 $1.2M
GDS Wealth Management 0.06% Add +6.1% 12,569 $1.2M
Burkett Asset Management Ltd 1.13% Add +9.5% 12,532 $1.2M
Maia Wealth LLC 0.18% Reduce -9.2% 12,494 $1.2M
JRM Investment Counsel, LLC 0.29% Add +0.2% 12,481 $1.2M
Sharp Wealth Advisory, LLC 0.56% Add +9.4% 12,444 $1.2M
Essex Bank 0.26% Add +3.6% 12,411 $1.2M
Beacon Financial Advisory LLC 0.24% Add +6.7% 12,378 $1.2M
Newman Dignan & Sheerar, Inc. 0.23% No change 12,299 $1.2M
XY Planning Network, Inc. 0.15% Add +20.1% 12,265 $1.2M
Vann Equity Management LLC 0.72% Add +8.4% 12,257 $1.2M
Clark Asset Management, LLC 0.09% Add +7.1% 12,240 $1.2M
Catalyst Private Wealth, LLC 0.57% No change 12,211 $1.2M
GFI Investment Counsel Ltd. 0.16% New 12,181 $1.2M
Graybill Wealth Management, LTD. 0.32% Reduce -0.7% 12,176 $1.2M
Evensky & Katz LLC 0.06% Add +1.0% 12,152 $1.2M
Petros Family Wealth, LLC 0.72% Reduce -9.2% 12,153 $1.2M
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -46.4% 12,138 $1.2M
Realta Investment Advisors 0.36% Reduce -8.6% 12,092 $1.2M
K2 Financial Inc. 0.82% Reduce -2.3% 11,872 $1.2M
Insigneo Advisory Services, LLC 0.04% Add +2.2% 12,025 $1.2M
KCM Investment Advisors LLC 0.03% New 11,951 $1.2M
CM Wealth Advisors LLC 0.21% Add +1.5% 11,921 $1.2M
Centaurus Financial, Inc. 0.04% Add +4.5% 11,922 $1.2M
Truefg, LLC 0.27% Add +1.0% 11,798 $1.1M
Walsh & Associates, LLC 0.93% Add +3.1% 11,796 $1.1M
Edgestream Partners, L.P. 0.03% Add +93.8% 11,774 $1.1M
Presilium Private Wealth, LLC 0.17% Add +2.5% 11,771 $1.1M
Investmark Advisory Group LLC 0.43% Add +2.9% 11,729 $1.1M
Alvarez & Marsal Private Wealth Partners, LLC 0.15% Add +143.2% 11,676 $1.1M
Wetzel Investment Advisors, Inc. 0.39% Reduce -13.6% 11,659 $1.1M
DBK Financial Counsel, LLC 0.94% Reduce -5.3% 11,631 $1.1M
Frank, Rimerman Advisors LLC 0.06% Add +30.9% 11,631 $1.1M
Freedom Investment Management, Inc. 0.31% Reduce -3.5% 11,589 $1.1M
Value Investment Professionals, LLC 0.94% New 11,579 $1.1M
American Trust 0.09% Add +14.3% 11,497 $1.1M
Novus Advisors, LLC 2.31% Reduce -0.0% 11,495 $1.1M
MTM Financial Group, LLC 0.48% Add +19.5% 11,490 $1.1M
Cooper Financial Group 0.09% Reduce -67.5% 11,484 $1.1M
City Holding Co. 0.12% Add +54.0% 11,413 $1.1M
Access Financial Services, Inc. 0.36% No change 11,403 $1.1M
Goelzer Investment Management, Inc. 0.05% Reduce -8.0% 11,342 $1.1M
Global View Capital Management LLC 0.23% Reduce -19.0% 11,332 $1.1M
Clear Trail Advisors, LLC 0.17% New 11,316 $1.1M
Strategic Wealth Advisors LLC 0.93% Reduce -2.0% 12,211 $1.1M
Beverly Hills Private Wealth, LLC 0.21% Add +5.2% 11,284 $1.1M
SHP Wealth Management 0.07% Add +3.5% 11,279 $1.1M
Van Diest Capital, LLC 0.97% Add +55.8% 11,217 $1.1M
Shayne & Jacobs, LLC 0.32% Add +2.2% 11,169 $1.1M
Huntington National Bank 0.01% New 11,093 $1.1M
Occidental Asset Management, LLC 0.11% Add +30.9% 11,071 $1.1M
Holland Advisory Services, Inc. 1.18% Add +0.8% 11,016 $1.1M
Silverlake Wealth Management LLC 0.20% Reduce -18.8% 10,992 $1.1M
Old Second National Bank of Aurora 0.20% Reduce -0.6% 10,984 $1.1M
Washington Trust Advisors, Inc. 0.08% No change 10,971 $1.1M
Community Trust & Investment Co. 0.05% Add +11.2% 10,880 $1.1M
Columbus Macro, LLC 0.10% Add +3.0% 10,862 $1.0M
Miramontes Capital, LLC 0.32% Reduce -2.5% 10,697 $1.0M
Wealthgarden F.S. LLC 0.59% Reduce -43.9% 10,687 $1.0M
Advisory Advocates, LLC 0.88% Add +58.5% 10,685 $1.0M
Donaldson Capital Management, LLC 0.03% Add +6.4% 10,631 $1.0M
Harbor Group, Inc. 0.12% Add +9.5% 10,621 $1.0M
North Dallas Bank & Trust Co. 0.61% Add +139.0% 10,575 $1.0M
Migdal Insurance & Financial Holdings Ltd. 0.01% Add +92.9% 10,570 $1.0M
Kwmg, LLC 0.07% Reduce -4.5% 10,559 $1.0M
Elevatus Welath Management 0.25% Add +1.3% 10,436 $1.0M
Alpine Bank Wealth Management 0.13% No change 10,425 $1.0M
Ally Invest Advisors Inc. 0.06% Reduce -1.9% 10,397 $1.0M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +1.3% 10,351 $1000K
Elgethun Capital Management 0.14% Add +0.2% 10,286 $993K
Carnegie Investment Counsel 0.02% Reduce -1.4% 10,280 $993K
HRC Wealth Management, LLC 0.41% Reduce -0.0% 10,262 $991K
Financial Security Advisor, Inc. 0.16% Add +3.0% 10,240 $989K
Talon Private Wealth, LLC 0.12% Add +8.5% 10,225 $988K
Koss-Olinger Consulting, LLC 0.08% Reduce -20.1% 10,220 $987K
BlackDiamond Wealth Management, LLC 0.40% Reduce -1.8% 9,812 $986K
Latko Wealth Management, Ltd. 0.42% Add +74.1% 10,186 $984K
17 Capital Partners, LLC 0.45% Add +19.4% 10,173 $983K
First Commonwealth Financial Corp 0.14% Add +0.5% 10,166 $982K
Strategic Financial Services, Inc. 0.04% Add +2.9% 10,131 $978K
Gateway Investment Advisers LLC 0.01% Reduce -6.9% 10,108 $976K
Advyzon Investment Management, LLC 0.07% Reduce -17.4% 10,076 $973K
Rockland Trust Co. 0.04% Reduce -0.1% 10,053 $971K
McGlone Suttner Wealth Management, Inc. 0.11% Reduce -11.9% 10,052 $971K
Victory Financial Group, LLC 0.10% Reduce -15.9% 10,021 $968K
Wingate Wealth Advisors, Inc. 0.43% Reduce -42.3% 10,013 $967K
Impact Partnership Wealth, LLC 0.09% Add +42.3% 10,001 $966K
Richards, Merrill & Peterson, Inc. 0.31% No change 9,995 $965K
Fortitude Advisory Group L.L.C. 0.37% Add +43.6% 9,965 $962K
Blue Zone Wealth Advisors, LLC 0.17% No change 9,955 $961K
Kirtland Hills Capital Management, LLC 0.27% Add +34.4% 9,861 $952K
Moss Adams Wealth Advisors LLC 0.06% Add +0.0% 9,836 $950K
Continuum Wealth Advisors, LLC 0.32% Add +11.6% 9,750 $942K
Human Investing LLC 0.12% Add +3.8% 9,744 $941K
Legacy Trust 0.17% Reduce -1.3% 9,740 $941K
Uptick Partners, LLC 0.15% Reduce -1.9% 9,700 $937K
Genesis Financial Group, LLC 0.61% Reduce -1.6% 9,655 $932K
Bridgewater Advisors Inc. 0.05% Add +7.6% 9,431 $931K
Vident Advisory, LLC 0.01% Add +10.1% 9,568 $924K
Investment Research Partners LLC 0.31% No change 9,549 $922K
RCS Financial Planning, LLC 0.44% Reduce -0.3% 9,526 $920K
Jamison Private Wealth Management, Inc. 0.10% Add +7.9% 9,509 $918K
West Michigan Advisors, LLC 0.17% Reduce -3.6% 9,507 $918K
Clearwave Capital, LLC 0.50% Reduce -19.6% 9,451 $913K
Hills Bank & Trust Co 0.04% Add +380.7% 9,441 $912K
Quantify Chaos Advisors, LLC 2.57% Add +1.9% 9,437 $911K
Two West Capital Advisors LLC 0.45% Reduce -12.6% 9,493 $907K
BankPlus Trust Department 0.21% Add +167.6% 9,383 $906K
Patriot Financial Group Insurance Agency, LLC 0.09% Reduce -50.1% 9,370 $905K
Gainline Financial Partners, LLC 0.84% — 9,362 $904K
Lazari Capital Management, Inc. 0.28% Reduce -3.4% 9,352 $903K
Barrett & Company, Inc. 0.25% Add +1.3% 9,351 $903K
Sutton Place Investors LLC 0.44% Add +1.3% 9,327 $901K
First National Bank Sioux Falls 0.25% No change 9,351 $899K
Lavaca Capital LLC 0.09% Add +63.3% 9,300 $898K
Cantor Fitzgerald Investment Advisors L.P. 0.06% Reduce -2.6% 9,297 $898K
Simmons Bank 0.05% Add +1.8% 9,293 $898K
Partners in Financial Planning 0.14% Add +2.3% 9,267 $895K
Fermata Advisors, LLC 0.18% Add +4.5% 9,242 $893K
Advisor OS, LLC 0.06% Reduce -80.5% 9,191 $888K
Park National Corp. 0.02% Reduce -6.1% 9,189 $887K
Quad-Cities Investment Group, LLC 0.32% Add +1.4% 9,122 $881K
TCI Wealth Advisors, Inc. 0.04% No change 9,033 $872K
Generations Wealth, LLC 0.83% Reduce -5.0% 9,030 $872K
Tempo Wealth, LLC 0.13% Reduce -8.3% 9,013 $871K
Live Oak Private Wealth LLC 0.11% Add +14.2% 8,943 $864K
DF Dent & Co. Inc. 0.02% No change 8,923 $862K
Raleigh Capital Management Inc. 0.27% Add +13.3% 8,916 $861K
Peoples Bank 0.44% Reduce -4.1% 8,914 $861K
Haverford Financial Services, Inc. 0.25% No change 8,900 $860K
Financial Perspectives, Inc 0.21% Add +5.2% 8,872 $857K
River Street Advisors LLC 0.25% Reduce -3.6% 8,866 $856K
Mayfair Advisory Group, LLC 0.26% No change 8,834 $851K
Horizon Wealth Management, LLC 0.11% Add +22.8% 8,742 $844K
TD Capital Management LLC 0.07% Reduce -7.0% 8,736 $844K
Magnus Financial Group LLC 0.06% Reduce -3.5% 8,720 $842K
Drucker Wealth 3.0, LLC 0.13% Add +15.5% 8,685 $839K
Naples Global Advisors, LLC 0.05% Add +4.8% 8,673 $838K
Pine Valley Investments Ltd Liability Co 0.04% Add +0.1% 8,663 $837K
William John Sempolinski 0.34% Add +124.9% 8,660 $836K
Vigilare Wealth Management 0.26% Reduce -73.0% 8,656 $836K
G&S Capital LLC 0.24% Add +0.8% 8,628 $833K
S Harris Financial Group, LLC 0.64% Add +0.2% 8,610 $832K
Cypress Wealth Services, LLC 0.10% Add +2.2% 8,605 $831K
Allegheny Financial Group 0.09% Add +16.7% 8,593 $830K
Intentional Wealth Strategies, LLC 0.77% Reduce -13.1% 8,546 $825K
Clear Harbor Asset Management, LLC 0.05% Reduce -1.3% 8,545 $825K
Foundry Financial LLC 0.28% Add +1.5% 8,534 $824K
Fulcrum Capital LLC 0.17% Reduce -0.4% 8,520 $823K
Blue Edge Capital, LLC 0.10% Add +25.4% 8,513 $822K
Dudley Capital Management, LLC 0.33% No change 8,502 $821K
Aviso Wealth Management 0.28% Add +3.2% 8,488 $820K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +9.9% 8,486 $820K
Summit Wealth Group LLC / Co. 0.07% Add +9.7% 8,409 $812K
Cedarwood Wealth LLC 0.61% Add +0.2% 8,404 $812K
Kelman-Lazarov, Inc. 0.11% Reduce -3.8% 8,396 $811K
Balboa Wealth Partners 0.11% Add +6.7% 8,366 $808K
Beaumont Asset Management, L.L.C. 0.31% Reduce -0.5% 8,334 $805K
Glassman Wealth Services 0.10% Reduce -0.9% 8,322 $804K
D'Orazio & Associates, Inc. 0.09% Add +7.5% 8,295 $801K
Seven Springs Wealth Group, LLC 0.18% Add +6.1% 8,295 $801K
Sageworth Trust Co 0.03% No change 8,294 $801K
KDK Private Wealth Management, LLC 0.66% Reduce -4.9% 8,290 $801K
Godfrey Financial Associates, Inc. 0.61% Add +0.2% 8,285 $800K
Rare Wolf Capital LLC 0.51% No change 8,253 $797K
Kennedy Investment Group, Inc. 0.27% New 8,231 $795K
Signal Advisors Wealth, LLC 0.04% Add +114.2% 8,199 $792K
Kohmann Bosshard Financial Services, LLC 0.07% Reduce -0.2% 8,188 $791K
Sand Hill Global Advisors, LLC 0.02% Add +0.0% 8,173 $789K
Selective Wealth Management, Inc. 0.21% Add +4.0% 8,191 $788K
One Wealth Advisors, LLC 0.09% Reduce -0.1% 8,140 $786K
First Citizens Financial Corp 0.33% Reduce -5.9% 8,126 $785K
Clear Wave Wealth Management LLC 0.17% Add +3.1% 8,090 $781K
CRA Financial Services, LLC 0.09% Reduce -0.5% 7,975 $770K
Walkner Condon Financial Advisors LLC 0.09% Reduce -20.4% 7,955 $768K
Key Financial Inc 0.13% Add +0.3% 7,953 $768K
Farmers & Merchants Investments Inc. 0.02% Add +9.9% 7,935 $766K
Central Valley Advisors, LLC 0.20% Add +38.5% 7,882 $761K
Equitable Trust Co. 0.03% Add +38.3% 7,839 $757K
1ST Source Bank 0.03% Add +7.4% 7,833 $757K
Optima Capital LLC 0.30% Add +29.6% 7,816 $755K
Kingsman Wealth Management, Inc. 0.35% Add +1.6% 7,748 $748K
Compass Financial Services Inc 0.28% Add +15.0% 7,737 $747K
Inscription Capital, LLC 0.07% Add +3.5% 7,718 $745K
Maltin Wealth Management, Inc. 0.25% Add +3.2% 7,702 $744K
Traynor Capital Management, Inc. 0.03% Reduce -6.0% 7,693 $743K
Providence First Trust Co 0.21% New 7,681 $742K
Genesis Wealth Advisors, LLC 0.44% Reduce -4.5% 7,669 $741K
Armstrong, Fleming & Moore, Inc 0.25% Reduce -1.5% 7,666 $740K
tru Independence LLC 0.32% Reduce -7.0% 7,637 $738K
Evermay Wealth Management LLC 0.08% Add +230.2% 7,627 $737K
Childress Capital Advisors, LLC 0.12% No change 7,613 $735K
J.E. Simmons & Co., P.C. 0.41% Add +2.6% 7,597 $734K
Private Wealth Advisors, LLC 0.22% Add +0.8% 7,592 $733K
Millington Financial Advisors, LLC 0.29% Add +0.3% 7,614 $733K
Tidemark, LLC 0.16% Reduce -1.8% 7,532 $727K
Regatta Capital Group, LLC 0.10% Add +0.0% 7,530 $727K
Stonebridge Capital Advisors LLC 0.05% Reduce -11.3% 7,501 $724K
Warther Private Wealth, LLC 0.16% New 7,500 $724K
Oath Planning, LLC 0.54% Add +14.3% 7,499 $724K
Heartland Bank & Trust Co 0.15% Reduce -0.5% 7,485 $723K
Mosaic Family Wealth Partners, LLC 0.05% Add +2.5% 7,467 $721K
Maridea Wealth Management LLC 0.08% Add +115.9% 7,458 $720K
Voisard Asset Management Group, Inc. 0.14% No change 7,449 $719K
Impact Capital Partners LLC 0.20% Reduce -0.2% 7,399 $715K
My Personal CFO, LLC 0.28% Add +1.7% 7,385 $713K
CPC Advisors, LLC 0.10% Add +44.4% 7,379 $713K
Am Investment Strategies LLC 0.14% No change 7,363 $711K
Bogart Wealth, LLC 0.02% Add +11.5% 7,356 $710K
Hilltop Holdings Inc. 0.06% Reduce -4.2% 7,331 $708K
Northbridge Financial Group, LLC 0.27% Reduce -16.1% 7,317 $707K
Legacy Private Trust Co. 0.04% Add +0.7% 7,286 $704K
RVW Wealth, LLC 0.05% Add +0.6% 7,284 $703K
Compass Capital Corp. /Ma/ 0.23% No change 6,939 $702K
RHS Financial, LLC 0.28% Add +81.0% 7,264 $702K
Whalerock Point Partners, LLC 0.12% Reduce -9.3% 7,264 $702K
Keener Financial Planning LLC 0.25% Add +5.1% 7,251 $700K
Oak Grove Capital LLC 0.05% No change 7,236 $699K
Calton & Associates, Inc. 0.10% Reduce -34.9% 7,221 $697K
Motco 0.06% Reduce -0.8% 7,194 $695K
Procyon Advisors, LLC 0.03% Reduce -0.3% 7,190 $694K
Madrona Financial Services, LLC 0.13% New 7,151 $691K
Spartan Wealth Advisory Services LLC 0.06% No change 7,126 $688K
Clear Investment Research, LLC 1.07% Add +1.4% 7,101 $686K
Smith Thornton Advisors LLC 0.30% Reduce -1.4% 7,120 $685K
German American Bancorp, Inc. 0.05% New 7,073 $683K
Resolute Wealth Advisor, Inc. 0.39% No change 7,528 $682K
Kondo Wealth Advisors, Inc. 0.23% No change 7,035 $679K
Quadcap Wealth Management, LLC 0.07% Add +7.5% 7,034 $679K
Blue Chip Partners, LLC 0.04% Reduce -8.5% 7,024 $678K
Avaii Wealth Management, LLC 0.20% Add +46.5% 7,000 $676K
Nichols & Pratt Advisers LLP 0.04% No change 7,000 $676K
FPC Investment Advisory, Inc. 0.32% No change 7,023 $676K
Sachem Hill LLC 0.12% Reduce -1.2% 6,993 $675K
Sfmg, LLC 0.04% Add +6.1% 6,981 $674K
Archer Investment Corp 0.13% No change 6,958 $672K
Fortis Capital Management LLC 0.08% Add +0.0% 6,954 $672K
Capital Planning LLC 0.20% No change 6,950 $671K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Add +0.4% 6,936 $670K
Argentarii, LLC 0.20% No change 6,649 $669K
TFO Wealth Partners, LLC 0.07% Add +3.3% 6,917 $668K
Sound Income Strategies, LLC 0.03% Add +0.1% 6,908 $667K
Chapin Davis, Inc. 0.12% Reduce -3.4% 6,887 $665K
Institute for Wealth Management, LLC. 0.06% Reduce -8.7% 6,884 $665K
Burke & Herbert Bank & Trust Co. 0.16% Add +15.1% 6,881 $665K
Allstreet Capital Advisors LLC 0.43% Add +21.0% 6,880 $664K
Keb Asset Management, LLC 0.11% Reduce -0.8% 6,876 $664K
Rothschild Investment LLC 0.02% Add +50.8% 6,872 $664K
Lynx Investment Advisory 0.22% Add +10.0% 6,848 $661K
PMG Wealth Management, Inc. 0.41% Reduce -5.5% 6,831 $660K
Hilltop Wealth Advisors, LLC 0.33% Reduce -0.2% 6,829 $660K
Laurel Oak Wealth Management, LLC 0.10% Reduce -2.6% 6,829 $660K
Destination Wealth Management 0.02% Reduce -5.1% 6,815 $658K
SeaCrest Wealth Management, LLC 0.07% Reduce -20.8% 6,811 $658K
River Wealth Advisors LLC 0.07% Add +10.0% 6,777 $655K
Lyell Wealth Management, LP 0.04% Reduce -9.4% 6,764 $653K
Diversified Management Inc. 0.14% Add +5.6% 6,756 $652K
CGN Advisors LLC 0.05% Reduce -1.4% 6,752 $652K
Keating Financial Advisory Services, Inc. 0.09% Reduce -36.8% 6,740 $651K
KFA Private Wealth Group, LLC 0.16% Add +21.8% 6,723 $649K
Kennebec Savings Bank 0.52% Add +7.4% 6,720 $649K
Alteri Wealth LLC 0.18% Reduce -25.8% 6,699 $647K
Noble Wealth Management PBC 0.29% Reduce -0.8% 6,640 $641K
Amarillo National Bank 0.10% Add +14.0% 6,632 $641K
Aurdan Capital Management, LLC 0.16% Reduce -62.6% 6,614 $639K
Boston Trust Walden Corp 0.00% Reduce -3.9% 6,612 $639K
Golden Road Advisors LLC 0.31% Reduce -0.3% 6,590 $636K
Legacy Advisors, LLC 0.06% Add +41.8% 6,590 $636K
Stratos Investment Management, LLC 0.02% Reduce -35.5% 6,583 $636K
Mitchell Capital Management Co. 0.10% Reduce -8.7% 6,573 $635K
Centurion Wealth Management LLC 0.15% Reduce -2.8% 6,512 $629K
United Community Bank 0.19% Add +75.9% 6,508 $629K
Cassaday & Co Wealth Management LLC 0.01% Reduce -18.8% 6,499 $628K
Gray Private Wealth, LLC 0.27% Add +13.4% 6,477 $626K
Ellerson Group Inc. 0.37% Add +0.2% 6,472 $625K
Accredited Investors Inc. 0.03% Reduce -0.8% 6,455 $623K
Patron Partners, LLC 0.24% Reduce -8.5% 6,446 $623K
Marble Harbor Investment Counsel, LLC 0.06% No change 6,426 $621K
Phillips Wealth Planners LLC 0.46% Reduce -1.4% 6,390 $620K
Advisory Alpha, LLC 0.02% Add +16.3% 6,412 $619K
Huntleigh Advisors, Inc. 0.09% Add +15.8% 6,409 $619K
Elevation Wealth Partners, LLC 0.19% Reduce -5.5% 6,395 $618K
Madden Advisory Services, Inc. 0.22% Reduce -2.5% 6,390 $617K
Wealth Effects LLC 0.17% New 6,387 $617K
Investment Counsel Co. of Nevada 1.15% No change 6,377 $616K
Citizens National Bank Trust Department 0.09% No change 6,377 $616K
Keudell/Morrison Wealth Management 0.12% Reduce -0.5% 6,352 $613K
Black Swift Group, LLC 0.09% New 6,350 $613K
Golden State Wealth Management, LLC 0.06% Add +35.1% 6,276 $606K
Gradient Capital Advisors, LLC 0.14% Reduce -1.6% 6,272 $606K
Ironwood Financial, llc 0.09% Reduce -3.8% 6,274 $603K
Mission Creek Capital Partners, Inc. 0.11% Reduce -12.5% 6,240 $603K
J.Safra Asset Management Corp 0.03% No change 6,239 $603K
Riverwater Partners LLC 0.18% Add +0.0% 6,238 $602K
Rathbones Group PLC 0.00% Add +2.2% 6,235 $602K
Dearborn Partners LLC 0.03% Add +3.8% 6,208 $600K
Chicago Wealth Management, Inc. 0.21% Reduce -0.2% 6,192 $598K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Add +6.9% 6,188 $598K
Thayer Financial, L.L.C. 0.54% Add +14.4% 6,154 $594K
Forum Financial Management, LP 0.01% Reduce -5.8% 6,139 $593K
EPG Wealth Management LLC 0.14% Reduce -0.0% 6,137 $593K
Sprinkle Financial Consultants LLC 0.23% Add +2.9% 6,137 $593K
South Shore Capital Advisors 0.39% Add +5.3% 6,068 $586K
Sonata Capital Group Inc. 0.19% New 6,021 $582K
Zhang Financial LLC 0.02% Add +3.9% 6,007 $580K
International Private Wealth Advisors LLC 0.30% Reduce -1.8% 6,001 $580K
Elevation Wealth Management LLC 0.43% Reduce -4.6% 5,992 $579K
Bellars Harris Wealth Management, LLC 0.12% — 5,983 $578K
LJI Wealth Management, LLC 0.08% Reduce -2.2% 5,980 $578K
Berger Financial Group, Inc 0.03% Add +1.6% 5,976 $577K
Sunpointe, LLC 0.16% New 5,975 $577K
Next Level Wealth Planning, LLC 0.25% Reduce -3.9% 5,974 $577K
Hennion & Walsh Asset Management, Inc. 0.02% Add +29.8% 5,971 $577K
Eagle Wealth Strategies LLC 0.22% Add +34.4% 5,960 $576K
Burney Co./ 0.02% Add +21.5% 5,947 $574K
Schrum Private Wealth Management LLC 0.59% Reduce -38.7% 7,214 $573K
Invested Advisors 0.51% No change 5,919 $572K
Red Door Wealth Management, LLC 0.05% Add +1.6% 5,904 $570K
Synergy Financial Group, LTD 0.41% Add +3.1% 5,889 $569K
Glass Jacobson Investment Advisors llc 0.18% Add +0.1% 5,887 $569K
Summitpoint Capital Management 0.61% Reduce -9.9% 5,882 $568K
Stonekeep Investments, LLC 0.33% Reduce -0.2% 5,866 $567K
Meridian Financial Advisors, LLC 0.27% Add +21.7% 5,868 $567K
MJP Associates Inc. 0.06% Add +20.2% 5,865 $566K
Avise Financial Cooperative, Inc. 0.40% Add +2.7% 5,849 $565K
Peak Retirement Planning, Inc. 0.09% Add +3.6% 5,848 $565K
MBA Advisors LLC 0.19% Reduce -0.1% 5,811 $561K
Dunhill Financial, LLC 0.11% Add +80.8% 5,805 $561K
Appleton Partners Inc. 0.03% Add +2.8% 5,794 $560K
Trust Co of the South 0.08% Add +2.9% 5,783 $559K
Henrickson Nauta Wealth Advisors, Inc. 0.13% No change 5,726 $553K
Verum Partners LLC 0.08% Reduce -10.2% 5,721 $553K
Cardinal Point Capital Management ULC 0.03% Add +6.2% 5,719 $552K
MidAtlantic Capital Management, Inc. 0.34% No change 5,719 $552K
TrustBank 0.19% Reduce -1.7% 5,715 $552K
SOA Wealth Advisors, LLC. 0.09% Reduce -12.0% 5,710 $551K
Berkeley, Inc 0.17% Add +0.3% 5,693 $550K
Fortune Financial Advisors, LLC 0.23% Add +2.3% 5,664 $547K
Trust Co 0.05% No change 5,663 $547K
Northern Lights Advisors, Inc. 0.30% New 5,659 $547K
Frisch Financial Group, Inc. 0.09% Add +83.2% 5,658 $546K
North Star Asset Management Inc. 0.02% Reduce -9.8% 5,655 $546K
Inlet Private Wealth, LLC 0.13% Reduce -0.9% 5,634 $544K
Integrity Advisory Solutions, LLC 0.06% Add +57.9% 5,621 $543K
Accredited Investor Services, LLC 0.31% No change 5,609 $542K
Sunesis Advisors, LLC 0.22% No change 5,601 $541K
Townsend Asset Management Corp. /NC/ 0.17% Add +0.1% 5,594 $540K
LaSalle St. Investment Advisors, LLC 0.07% Reduce -0.5% 5,569 $538K
Pearl Planning LLC 0.25% Reduce -0.3% 5,569 $538K
Bellwether Advisors, LLC 0.08% Reduce -0.7% 5,564 $537K
Sage Capital Management, LLC 0.21% Add +91.4% 5,560 $537K
Sensible Money, LLC 0.14% Reduce -0.2% 5,532 $534K
Oarsman Capital, Inc. 0.06% Reduce -9.2% 5,515 $533K
Lantern Wealth Advisors, LLC 0.24% Add +15.3% 5,497 $531K
DB&C Advisors, LLC 0.57% Add +1.0% 5,487 $530K
Shade Tree Advisors LLC 0.31% No change 5,469 $528K
Atlatl Advisers LLC 0.13% Reduce -0.2% 5,466 $528K
Allium Financial Advisors, LLC 0.34% New 5,448 $526K
RDA Financial Network 0.11% Reduce -36.0% 5,439 $525K
Richardson Financial Services Inc. 0.30% Reduce -5.8% 5,429 $524K
CPA Asset Management Group, LLC 0.15% No change 5,427 $524K
StrongBox Wealth, LLC 0.15% Reduce -0.2% 5,386 $520K
COFG Advisors, LLC 0.09% New 5,348 $517K
Financial Management Professionals, Inc. 0.05% Add +9.9% 5,315 $513K
Navalign, LLC 0.12% Reduce -7.3% 5,314 $513K
First Heartland Consultants, Inc. 0.03% Add +9.4% 5,295 $511K
Sovran Advisors, LLC 0.04% Add +6.2% 5,228 $506K
TPG Financial Advisors, LLC 0.15% Reduce -0.5% 5,236 $506K
MontVue Capital Management, Inc. 0.29% Reduce -1.3% 5,226 $505K
Enzi Wealth 0.16% Reduce -1.0% 5,194 $503K
AlphaStar Capital Management, LLC 0.03% Add +17.2% 5,208 $503K
Kera Capital Partners, Inc. 0.05% Add +0.7% 5,196 $502K
Lake Street Private Wealth, LLC 0.06% Add +1.8% 5,188 $501K
Vista Investment Partners Ii, LLC 0.20% Reduce -4.3% 5,177 $500K
Cpwa, LLC 0.58% Reduce -10.2% 5,163 $499K
Spirepoint Private Client, LLC 0.04% No change 5,162 $499K
Satovsky Asset Management LLC 0.08% Add +6.2% 5,159 $498K
Capasso Planning Partners LLC 0.25% New 5,149 $497K
Kathmere Capital Management, LLC 0.03% Reduce -2.8% 5,142 $497K
Collaborative Capital Advisors LLC 0.31% — 5,132 $496K
Thrive Wealth Management, LLC 0.06% Reduce -8.0% 5,127 $495K
Grand Wealth Management, LLC 0.21% Reduce -0.6% 5,124 $495K
Fairman Group, LLC 0.39% Reduce -5.3% 5,119 $494K
Rosenberg Matthew Hamilton 0.09% Add +15.5% 5,116 $494K
Hill Investment Group Partners, LLC 0.05% No change 5,085 $491K
Centennial Wealth Advisory LLC 0.11% Reduce -10.4% 5,083 $491K
Goldstone Financial Group, LLC 0.04% Add +1.1% 5,081 $491K
Badgley Phelps Wealth Managers, LLC 0.01% Add +40.7% 5,038 $487K
FC Advisory LLC 0.13% Add +13.7% 5,029 $486K
Alta Wealth Advisors LLC 0.13% Reduce -12.7% 5,027 $485K
Hazlett, Burt & Watson, Inc. 0.13% Reduce -4.5% 5,039 $485K
Baldwin Investment Management, LLC 0.05% New 5,014 $484K
Thrive Capital Management, LLC 0.09% Add +9.3% 5,000 $483K
Downshift Financial, LLC 0.22% No change 4,989 $482K
Gould Asset Management LLC 0.08% Reduce -2.2% 4,987 $482K
GatePass Capital, LLC 0.19% Add +12.3% 4,986 $482K
Shared Vision Wealth Group LLC 0.17% Add +0.9% 4,975 $481K
Community Financial Services Group, LLC 0.07% No change 4,998 $480K
Clifford Swan Investment Counsel LLC 0.02% Add +81.1% 4,972 $480K
Register Financial Advisors LLC 0.15% Add +16.6% 4,963 $479K
Keenan, LLC 0.34% Reduce -29.1% 4,957 $479K
New World Advisors LLC 0.08% Reduce -5.3% 4,948 $478K
Avantax Planning Partners, Inc. 0.01% Reduce -1.8% 4,943 $477K
Kiley Juergens Wealth Management, LLC 0.07% Reduce -4.6% 4,940 $477K
DDFG, Inc 0.09% Reduce -13.3% 4,935 $477K
Theory Financial LLC 0.15% Add +7.2% 4,935 $477K
August Group Capital Ltd 0.52% Add +0.1% 4,920 $475K
Hunter Associates Investment Management LLC 0.05% Add +13.3% 4,896 $473K
Samalin Investment Counsel, LLC 0.15% Add +1.5% 4,875 $471K
Tran Capital Management, L.P. 0.05% No change 4,855 $469K
Synergy Asset Management, LLC 0.04% No change 4,845 $468K
Mitchell McLeod Pugh & Williams Inc. 0.06% Add +2.9% 4,842 $468K
Flatrock Wealth Partners LLC 0.18% Add +6.5% 4,839 $467K
Auctus Advisors LLC 0.39% No change 4,833 $467K
Nicholas Hoffman & Company, LLC. 0.01% No change 4,826 $466K
Frontier Asset Management, LLC 0.08% Reduce -1.3% 4,817 $465K
Key Capital Management, INC 0.24% Add +3377.5% 4,799 $463K
Seneca Financial Advisors LLC 0.12% Add +0.0% 4,787 $462K
Tidal Investments LLC 0.00% Reduce -8.7% 4,775 $461K
Wellington Grp LLC 0.12% Reduce -0.3% 4,760 $460K
Seeds Investor LLC 0.05% Add +0.5% 4,750 $459K
Uptown Financial Advisors LLC 0.33% Add +1.3% 4,722 $456K
Tolleson Wealth Management, Inc. 0.06% No change 4,720 $456K
Brown, Lisle/Cummings, Inc. 0.10% No change 4,714 $455K
Performance Wealth Partners, LLC 0.01% Add +11.4% 4,696 $454K
Port Capital LLC 0.02% New 4,685 $452K
Lifelong Wealth Advisors, Inc. 0.11% Add +1.1% 4,679 $452K
Round Rock Advisors LLC 0.06% No change 4,673 $451K
First Trust Advisors LP 0.00% Reduce -13.8% 4,669 $451K
Obermeyer Wealth Partners 0.02% Reduce -49.7% 4,659 $450K
XML Financial, LLC 0.03% Add +1.1% 4,643 $448K
Concentrum Wealth Management 0.11% No change 4,636 $448K
Range Financial Group LLC 0.12% Reduce -5.2% 4,625 $447K
Heritage Wealth Management, Inc. 0.11% Reduce -3.0% 4,623 $446K
Mullaney, Keating & Wright, Inc. 0.22% Reduce -0.4% 4,615 $446K
Plum Street Advisors, LLC 0.14% Add +50.3% 4,608 $445K
Xena Financial Planning, LLC 0.43% New 4,605 $445K
OneAscent Financial Services LLC 0.02% Reduce -33.5% 4,600 $444K
TCTC Holdings, LLC 0.01% New 4,597 $444K
GLOBALT Investments LLC / GA 0.01% No change 4,592 $443K
Wulff, Hansen & Co. 0.34% No change 4,585 $443K
PAX Financial Group, LLC 0.07% Add +0.6% 4,577 $442K
Stolper Co 0.11% Reduce -71.4% 4,580 $442K
Everstar Asset Management, LLC 0.21% Reduce -2.3% 4,571 $441K
Vista Investment Management 0.13% Add +1.1% 4,569 $441K
Optivise Advisory Services LLC 0.22% Add +9.3% 4,553 $440K
VERITY Wealth Advisors 0.26% Reduce -61.3% 4,539 $438K
Curat Global, LLC 0.36% Reduce -2.2% 4,539 $436K
Towne Trust Company, N.A 0.13% Add +26.9% 4,511 $436K
Shepherd Street Advisors LLC 0.38% No change 4,446 $434K
Little House Capital LLC 0.10% Add +4.6% 4,489 $434K
GSG Advisors LLC 0.10% Reduce -2.6% 4,478 $433K
Foguth Wealth Management, LLC. 0.05% Add +55.0% 4,525 $432K
Beaumont Financial Advisors, LLC 0.03% Add +5.5% 4,446 $429K
Abacus Planning Group, Inc. 0.05% No change 4,445 $429K
Manuka Financial, LLC 0.22% No change 4,439 $429K
Uniting Wealth Partners, LLC 0.09% Add +2.2% 4,434 $428K
First Financial Corp. 0.15% No change 4,427 $428K
Cardinal Strategic Wealth Guidance 0.10% Reduce -23.4% 4,427 $428K
RTD Financial Advisors, Inc. 0.05% Reduce -0.3% 4,424 $427K
Byrne Financial Freedom, LLC 0.17% Reduce -17.2% 4,411 $426K
Patten & Patten Inc. 0.02% Reduce -10.2% 4,385 $423K
Birch Hill Investment Advisors LLC 0.02% Reduce -21.6% 4,368 $422K
Rowlandmiller & Partners.adv 0.08% No change 4,358 $421K
West Wealth Group, LLC 0.07% Add +52.1% 4,349 $420K
Copia Wealth Management 0.25% Add +1.3% 4,344 $420K
Gemmer Asset Management LLC 0.03% Add +1.8% 4,338 $419K
Amara Financial, Llc. 0.25% Reduce -0.7% 4,337 $419K
FSA Advisors, Inc. 0.19% Add +9.0% 4,333 $418K
Iams Wealth Management, LLC 0.13% Add +0.8% 4,326 $418K
Burton Enright Welch 0.05% No change 4,323 $418K
Baker Tilly Wealth Management, LLC 0.09% Add +0.1% 4,323 $417K
Vantus Wealth LLC 0.22% — 4,299 $415K
Cape Ann Savings Bank 0.20% Reduce -11.9% 4,289 $414K
Sentinel Pension Advisors, LLC 0.05% Add +0.1% 4,298 $414K
BCGM Wealth Management, LLC 0.09% Reduce -25.3% 4,258 $411K
White Pine Capital LLC 0.10% Reduce -2.9% 4,250 $410K
Pines Wealth Management, LLC 0.12% Add +7.9% 4,246 $410K
Frazier Financial Advisors, LLC 0.21% No change 4,245 $410K
Hurley Capital, LLC 0.21% Add +1.4% 4,243 $410K
Stewardship Concepts Financial Services LLC 0.28% No change 4,242 $410K
Regency Capital Management Inc.\DE 0.16% No change 4,242 $410K
CDKV Holdings LLC 0.32% No change 4,239 $409K
Adventist Health System/ West 0.06% No change 4,237 $409K
Farrow Financial, Inc. 0.22% Add +2.6% 4,225 $408K
Midwest Financial Partners Investments, Inc. 0.17% Add +0.7% 4,218 $407K
Anchor Capital Advisors LLC 0.01% Reduce -9.8% 4,218 $407K
Cairn Investment Group, Inc. 0.18% No change 4,211 $407K
Kapstone Financial Advisors LLC 0.17% Reduce -3.5% 4,191 $405K
Ballast Advisors LLC 0.10% Reduce -0.0% 4,183 $404K
Plan A Wealth LLC 0.17% Reduce -18.9% 4,171 $403K
Cornerstone Financial Management LLC 0.32% No change 4,168 $403K
CVFG LLC 0.04% Reduce -2.0% 4,157 $402K
Petra Financial Advisors Inc. 0.19% New 4,155 $401K
Grandfield & Dodd, LLC 0.02% No change 4,155 $401K
Curtis Wealth Management LLC 0.34% No change 4,152 $401K
Cerro Pacific Wealth Advisors LLC 0.09% Add +0.2% 4,129 $399K
Turim 21 Investimentos Ltda. 0.06% Add +703.7% 4,123 $398K
NWF Advisory Services Inc. 0.04% Add +0.1% 4,118 $398K
Financial Gravity Companies, Inc. 0.06% — 4,105 $396K
Radnor Capital Management, LLC 0.06% No change 4,100 $396K
Medallion Wealth Advisors, LLC 0.12% Add +1458.7% 4,146 $396K
Capital Square, LLC 0.17% Add +8.1% 4,061 $395K
Modus Advisors, LLC 0.10% No change 4,079 $394K
Granville Capital, Inc. 0.18% Add +0.2% 4,073 $393K
IF Advisors, LLC 0.26% No change 4,065 $393K
Pennington Partners & Co., LLC 0.13% Reduce -11.6% 4,064 $393K
GreatBanc Trust CO 0.24% New 4,063 $392K
Hengehold Capital Management LLC 0.03% Add +2.6% 4,052 $391K
Capstone Wealth Management Group, LLC 0.14% Add +42.0% 4,051 $391K
ESL Trust Services, LLC 0.07% No change 4,048 $391K
Client 1ST Advisory Group, LLC 0.10% Add +15.7% 4,044 $391K
Holcombe Financial, Inc. 0.22% Reduce -6.7% 4,033 $390K
Secure Asset Management, LLC 0.05% Reduce -2.8% 4,018 $388K
One Day In July LLC 0.03% Reduce -0.3% 3,976 $384K
QTR Family Wealth, LLC 0.13% Add +0.5% 3,972 $384K
Plante Moran Financial Advisors, LLC 0.02% Reduce -5.3% 3,958 $382K
Cove Private Wealth, LLC 0.07% Add +17.1% 3,952 $382K
WPG Advisers, LLC 0.22% Reduce -0.6% 3,952 $382K
Twelve Points Wealth Management LLC 0.08% Reduce -0.3% 3,945 $381K
Geometric Wealth Advisors 0.04% Add +1.6% 3,937 $380K
Melfa Wealth Management, Inc. 0.20% Add +2.1% 3,936 $380K
Barnes Wealth Management Group, Inc 0.18% Reduce -1.8% 3,930 $380K
Landmark Wealth Management, LLC 0.09% Add +0.8% 3,929 $379K
Commonwealth Retirement Investments LLC 0.10% Add +7.1% 3,916 $378K
Legacy Financial Group LLC 0.04% Reduce -24.7% 3,916 $378K
Olistico Wealth, LLC 0.16% Add +10.5% 3,904 $377K
Summit Global Investments 0.02% Reduce -2.9% 3,908 $377K
Bank of Nova Scotia Trust Co. 0.03% No change 3,900 $377K
Northwest Wealth Advisors, LLC 0.22% Add +4.0% 3,888 $375K
Financial Plan, Inc. 0.04% Add +21.0% 3,872 $374K
LVW Advisors, LLC 0.03% No change 3,857 $373K
J Hagan Capital, Inc. 0.17% Add +1.3% 3,844 $371K
Mission Financial Group, LLC 0.31% — 3,836 $370K
FSB Premier Wealth Management, Inc. 0.10% Add +3.7% 3,828 $370K
Warner Group LLC 0.09% New 3,824 $369K
Meridian Investment Counsel Inc. 0.08% Add +22.5% 3,816 $369K
Glen Eagle Advisors, LLC 0.05% Add +2.7% 3,814 $368K
Serenus Wealth Advisors, LLC 0.06% No change 3,801 $367K
Seascape Capital Management 0.09% Reduce -0.4% 3,803 $367K
Thomasville National Bank 0.02% — 3,785 $366K
Tepp RIA, LLC 0.25% New 3,781 $365K
Silver Oak Securities, Incorporated 0.02% Reduce -3.8% 3,777 $365K
Steigerwald, Gordon & Koch Inc. 0.04% No change 3,773 $364K
Mosaic Financial Group, LLC 0.23% Add +1.0% 3,772 $364K
Millstone Evans Group, LLC 0.20% Reduce -0.2% 3,765 $364K
Brookwood Investment Group LLC 0.04% Add +2.3% 3,758 $363K
HBW Advisory Services LLC 0.03% Add +7.2% 3,756 $363K
Central Bank & Trust Co. 0.05% Add +12.8% 3,749 $362K
Fortress Financial Group, LLC 0.18% Add +0.4% 3,743 $361K
Roberts Wealth Advisors, LLC 0.08% Reduce -15.8% 3,731 $360K
Urban Wealth Management, LLC 0.31% No change 3,730 $360K
Uncommon Cents Investing LLC 0.08% New 3,722 $359K
Jeter Robert S II 0.34% No change 3,689 $359K
Payne Capital Management, LLC 0.10% Reduce -6.0% 3,712 $358K
Drake & Associates, LLC 0.06% Add +18.3% 3,706 $358K
Longview Financial Advisors LLC 0.18% No change 3,701 $357K
Calydon Capital 0.05% No change 3,692 $357K
Hemenway Trust Co LLC 0.02% No change 3,684 $356K
Financial Council, LLC 0.12% No change 3,683 $356K
Sage Investment Advisers LLC 0.24% Reduce -2.6% 3,667 $354K
Pettyjohn, Wood & White, Inc. 0.05% Add +14.9% 3,667 $354K
Maryland Capital Advisors Inc. 0.11% — 3,661 $354K
Eaton Financial Holdings Company, LLC 0.10% Add +13.1% 3,653 $353K
Absolute Capital Management, LLC 0.09% Reduce -0.7% 3,649 $353K
Bienville Capital Management, LLC 0.05% Add +62.5% 3,641 $352K
Chapman Financial Group, LLC 0.23% No change 3,638 $351K
Delta Wealth Advisors LLC 0.25% Reduce -25.9% 3,628 $350K
Prospect Financial Services LLC 0.18% Add +7.6% 3,612 $349K
Prudent Investors Network, Inc. 0.07% Add +45.3% 3,611 $349K
Marshall Financial Group, LLC 0.05% New 3,608 $348K
M.E. Allison & Co., Inc. 0.20% Reduce -2.9% 3,608 $348K
Key Client Fiduciary Advisors, LLC 0.10% Add +0.1% 3,592 $347K
EnRich Financial Partners LLC 0.08% Reduce -18.9% 3,583 $346K
S&T Bank 0.10% No change 3,581 $346K
Dakota Wealth Management 0.01% Reduce -4.4% 3,568 $345K
Financial Planning Hawaii, Inc. 0.18% No change 3,555 $343K
Avail Investment Partners, LLC 0.26% No change 3,547 $343K
Advisortrust Partners, LLC 0.12% Add +11.2% 3,546 $342K
Kastel Capital Advisors, LLC 0.22% Add +3.6% 3,783 $342K
Lanark Financial, Inc. 0.02% Reduce -4.3% 3,540 $342K
Headland Capital, LLC 0.08% Reduce -1.4% 3,538 $342K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.07% No change 3,528 $341K
Fonville Wealth Management LLC 0.06% Add +20.1% 3,522 $340K
Kraft, Davis & Associates, LLC 0.07% Reduce -5.3% 3,535 $340K
Camden National Bank 0.04% Add +12.0% 3,496 $338K
Carmel Capital Partners, LLC 0.11% No change 3,485 $337K
Bravias Capital Group, LLC 0.20% Add +1.0% 3,476 $336K
SFG Wealth Management, LLC. 0.12% Add +26.1% 3,469 $335K
Arlington Financial Advisors, LLC 0.04% No change 3,463 $334K
Warren Street Wealth Advisors, LLC 0.08% No change 3,444 $333K
Cornell Pochily Investment Advisors, Inc. 0.09% Reduce -2.0% 3,443 $333K
Visionary Horizons, LLC 0.14% Add +10.1% 3,438 $332K
HORAN Wealth, LLC 0.04% Reduce -16.9% 3,430 $331K
Milestone Asset Management, LLC 0.05% New 3,428 $331K
Gerber, LLC 0.16% No change 3,426 $331K
Heritage Wealth Management, Inc./Texas 0.13% Add +0.0% 3,426 $331K
Greenwood Gearhart LLC 0.02% New 3,417 $330K
Culbertson A N & Co. Inc. 0.04% Add +1.0% 3,411 $329K
SmartHarvest Portfolios, LLC 0.11% Add +17.6% 3,401 $328K
Nicholas Wealth, LLC. 0.18% Reduce -9.4% 3,380 $326K
Collier Financial 0.22% Add +7.5% 3,376 $326K
Guerra Pan Advisors, LLC 0.18% Add +1.4% 3,368 $325K
MKT Advisors LLC 0.10% Add +0.1% 3,345 $324K
Pinnacle Financial Group, LLC / IL 0.08% No change 3,350 $324K
St Germain D J Co. Inc. 0.01% Reduce -15.0% 3,350 $324K
Sargent Investment Group, LLC 0.04% New 3,349 $323K
GenTrust, LLC 0.01% Add +41.7% 3,342 $323K
Adamsbrown Wealth Consultants LLC 0.06% Reduce -3.1% 3,341 $323K
NorthCrest Asset Manangement, LLC 0.01% Reduce -25.1% 3,334 $323K
Rothschild Capital Partners, LLC 0.07% Add +1.5% 3,339 $323K
City State Bank 0.07% No change 3,330 $322K
Marino, Stram & Associates LLC 0.05% Add +29.1% 3,329 $322K
DKM Wealth Management, Inc. 0.21% No change 3,326 $321K
Peregrine Asset Advisers, Inc. 0.07% Reduce -0.7% 3,319 $321K
USA Financial Formulas 0.06% — 3,305 $319K
Avid Wealth Partners LLC 0.15% Reduce -14.8% 3,294 $318K
Stillwater Private Wealth, LLC 0.21% No change 3,153 $318K
Rock Point Advisors, LLC 0.08% Add +28.6% 3,290 $318K
Cordoba Advisory Partners LLC 0.07% Reduce -7.8% 3,287 $317K
National Wealth Management Group, LLC 0.10% Reduce -0.5% 3,287 $317K
Quantum Financial Advisors, LLC 0.03% No change 3,286 $317K
Eclectic Associates Inc. 0.04% Add +3.4% 3,283 $317K
Evolve Private Wealth, LLC 0.02% Reduce -87.4% 3,283 $317K
Bulwark Capital Corp 0.18% Reduce -72.3% 3,275 $316K
Intergy Private Wealth, LLC 0.07% New 3,272 $316K
Prevail Innovative Wealth Advisors, LLC 0.05% Reduce -21.3% 3,267 $316K
True North Advisors, LLC 0.03% Add +1.2% 3,263 $315K
Bragg Financial Advisors, Inc 0.01% Add +11.8% 3,259 $315K
RPg Family Wealth Advisory, LLC 0.05% Reduce -6.1% 3,246 $313K
Faithward Advisors, LLC 0.04% No change 3,244 $313K
Maple Capital Management, Inc. 0.02% Add +5.3% 3,244 $313K
GFS Advisors, LLC 0.03% Reduce -77.9% 1,150 $313K
Heartwood Wealth Advisors LLC 0.02% No change 3,233 $312K
Baron Financial Group, LLC 0.15% Reduce -0.5% 3,231 $312K
Livet Wealth, LLC 0.18% Add +4.5% 3,218 $311K
Grey Ledge Advisors, LLC 0.06% Add +0.9% 3,213 $310K
Avalon Trust Co 0.02% No change 3,212 $310K
Hardin Capital Partners, LLC 0.14% No change 3,207 $310K
Accretive Wealth Partners, LLC 0.08% No change 3,203 $309K
Maloon Powers Pitre Higgins & Dennehy, LLC 0.11% — 3,200 $309K
Snowwater Investment Partners, LLC 0.21% Reduce -64.9% 3,195 $309K
Vision Retirement, LLC 0.07% Add +3.4% 3,193 $308K
Pasadena Private Wealth, LLC 0.04% Add +0.6% 3,190 $308K
Anchor Investment Management, LLC 0.02% Add +1.2% 3,190 $308K
Correct Capital Wealth Management 0.05% No change 3,180 $307K
Curio Wealth, LLC 0.10% Add +66.2% 3,178 $307K
Formidable Asset Management, LLC 0.05% Reduce -3.2% 3,382 $306K
Chevy Chase Trust Holdings, LLC 0.00% New 3,163 $305K
Signature Resources Capital Management, LLC 0.12% No change 3,158 $305K
Hoge Financial Services, LLC 0.15% Reduce -2.0% 3,154 $305K
Avant Financial Advisors LLC 0.19% No change 3,137 $303K
Vision Capital Management, Inc. 0.03% Add +3.9% 3,133 $303K
Somerset Trust Co 0.09% No change 3,127 $302K
Vermillion & White Wealth Management Group, LLC 0.15% Add +0.2% 3,125 $302K
Evolution Wealth Management Inc. 0.18% Add +10.2% 3,121 $301K
Nemes Rush Group LLC 0.02% Add +0.7% 3,118 $301K
Austin Asset Management Co Inc 0.04% No change 3,117 $301K
Fairvoy Private Wealth, LLC 0.06% New 3,110 $300K
Capital Investment Counsel, Inc 0.03% No change 3,107 $300K
Platform Technology Partners 0.05% Add +14.9% 3,106 $300K
NerdWallet Wealth Partners, LLC 0.10% Add +2.8% 3,098 $299K
Fiduciary Financial Group, LLC 0.03% New 3,098 $299K
S.A. Mason LLC 0.09% Add +79.4% 3,095 $299K
Hidden Cove Wealth Management, LLC 0.16% Reduce -5.9% 3,091 $299K
Balanced Rock Investment Advisors LLC 0.19% Reduce -0.2% 3,091 $299K
Edgemoor Investment Advisors, Inc. 0.02% Reduce -1.9% 3,088 $298K
Diversified Portfolios, Inc. 0.02% No change 3,086 $298K
Covington Investment Advisors Inc. 0.04% Add +0.8% 3,085 $298K
Zullo Investment Group, Inc. 0.10% Add +0.1% 3,082 $298K
Wilson & Boucher Capital Management, LLC 0.17% No change 3,080 $297K
Resurgent Financial Advisors LLC 0.08% Reduce -4.8% 3,069 $296K
Beaird Harris Wealth Management, LLC 0.02% No change 3,066 $296K
Private Capital Management, LLC 0.03% Reduce -8.4% 3,056 $295K
Covestor Ltd 0.17% Add +3.5% 3,052 $295K
Barnes Pettey Financial Advisors, LLC 0.09% Add +3.5% 3,043 $294K
Landing Point Financial Group, LLC 0.10% Reduce -68.7% 3,034 $293K
Rayburn West Financial Services LLC 0.16% No change 3,024 $292K
FWG Investments, LLC. 0.15% Add +4.7% 3,022 $292K
POM Investment Strategies, LLC 0.33% Add +4.5% 3,017 $291K
Measured Wealth Private Client Group, LLC 0.07% Reduce -2.1% 3,008 $291K
Insight Wealth Strategies, LLC 0.03% Add +0.2% 3,015 $290K
KOM Wealth Management Group, LLC 0.17% Reduce -0.8% 2,998 $290K
626 Financial, LLC 0.11% Add +1.6% 2,998 $290K
HighMark Wealth Management LLC 0.10% Reduce -5.2% 2,991 $289K
Luken Investment Analytics, LLC 0.10% No change 2,982 $288K
Stillwater Capital Advisors, LLC 0.03% New 2,975 $287K
Opal Wealth Advisors, LLC 0.06% Add +7.3% 2,971 $287K
Liberty Square Wealth Partners LLC 0.07% Reduce -4.3% 2,965 $286K
Brady Martz Wealth Solutions, LLC 0.04% New 2,962 $286K
Argent Capital Management LLC 0.01% No change 2,933 $283K
Arlington Trust Co LLC 0.02% Add +95.1% 2,931 $283K
Provident Wealth Management, LLC 0.07% Add +26.0% 2,928 $283K
Fi3 FINANCIAL ADVISORS, LLC 0.07% Reduce -96.7% 1,459 $282K
Lee Danner & Bass Inc. 0.02% No change 2,905 $281K
BridgePort Financial Solutions, LLC 0.07% No change 2,904 $280K
Christensen, King & Associates Investment Services, Inc. 0.11% No change 2,900 $280K
Swan Global Investments, LLC 0.01% Add +7.5% 2,894 $280K
Baring Financial LLC 0.15% Add +0.8% 2,890 $279K
KMG Fiduciary Partners, LLC 0.03% Reduce -96.1% 2,890 $279K
Pacifica Partners Inc. 0.08% No change 2,864 $279K
Foster Victor Wealth Advisors, LLC 0.01% Reduce -3.4% 2,872 $278K
Vickerman Investment Advisors, Inc. 0.05% No change 2,876 $278K
American National Bank & Trust 0.02% No change 2,876 $278K
Latitude Advisors, LLC 0.11% Add +5.4% 2,872 $277K
Align Financial, LLC 0.14% No change 2,866 $277K
Michels Family Financial, LLC 0.18% Add +0.4% 2,865 $277K
Integris Wealth Management, LLC 0.06% No change 2,857 $276K
Indie Asset Partners, LLC 0.26% No change 2,849 $275K
Francis Financial, Inc. 0.04% Reduce -19.3% 2,841 $274K
B.O.S.S. Retirement Advisors, LLC 0.07% Reduce -11.0% 2,838 $274K
MBM Wealth Consultants, LLC 0.05% Add +12763.6% 2,830 $273K
Rik Saylor Financial, Inc. 0.18% New 2,826 $273K
Wealth Forward, LLC 0.14% No change 2,826 $273K
Retiremitten Financial LLC 0.12% Add +90.9% 2,823 $273K
Aspire Capital Advisors LLC 0.05% Reduce -18.3% 2,822 $273K
Sharkey, Howes & Javer 0.03% Add +0.3% 2,817 $272K
Capital Advisors Inc. 0.00% Add +12.0% 2,804 $271K
Cassady Wealth & Retirement Planning, LLC 0.13% Reduce -1.3% 2,803 $271K
Knuff & Co LLC 0.07% No change 2,797 $270K
Crux Wealth Advisors 0.09% Add +1.6% 2,794 $270K
Verus Wealth Management, LLC 0.22% New 2,792 $270K
Breachway Investments LLC 0.41% Reduce -4.3% 2,791 $270K
W1M Asset Management Ltd 0.00% New 2,788 $269K
Planwiser Financial, LLC 0.19% Reduce -28.0% 2,782 $269K
Weaver Consulting Group 0.06% Add +8.0% 2,778 $268K
Atlas Brown,Inc. 0.07% Reduce -0.1% 2,778 $268K
Upper Left Wealth Management, LLC 0.15% Reduce -9.9% 2,770 $268K
LexAurum Advisors, LLC 0.03% Reduce -12.4% 2,755 $266K
Strathmore Capital Advisors, Inc. 0.07% Reduce -10.3% 2,743 $266K
Strategic Financial Concepts, LLC 0.08% Reduce -57.6% 2,741 $265K
Insight Advisors, LLC/ PA 0.05% Reduce -13.1% 2,740 $265K
Foundation Wealth Management, LLC 0.16% Add +1.6% 2,730 $264K
Pflug Koory, LLC 0.11% No change 2,730 $264K
Sterling Investment Counsel, LLC 0.06% Reduce -4.5% 2,722 $263K
Ameriflex Group, Inc. 0.11% Add +135.5% 2,718 $262K
Cherrydale Wealth Management, LLC 0.07% Reduce -2.4% 2,716 $262K
Bank Ozk 0.08% Reduce -6.2% 2,711 $262K
KRM Wealth Management L.L.C. 0.12% Add +1.6% 2,710 $262K
Oder Investment Management, LLC 0.18% Add +0.3% 2,701 $261K
Vigil Wealth Management, LLC 0.19% Reduce -0.4% 2,699 $261K
Altus Wealth Group LLC 0.09% No change 2,699 $261K
Journey Advisory Group, LLC 0.02% New 2,698 $261K
Washington Trust Bank 0.02% Reduce -9.8% 2,694 $260K
Coppell Advisory Solutions LLC 0.02% New 1,482 $260K
Foster Group, Inc. 0.01% Add +6.3% 2,687 $260K
Poinciana Advisors Group, LLC 0.19% No change 2,678 $259K
JB Capital LLC 0.01% Add +15.0% 2,677 $259K
Norris Perne & French LLP 0.01% Add +18.4% 2,660 $257K
Capital Asset Managemnet, LLC 0.58% Reduce -76.8% 2,659 $257K
Chesapeake Wealth Management 0.07% Add +5.4% 2,653 $256K
Smithfield Trust Co 0.01% No change 2,651 $256K
First National Bank of Hutchinson 0.14% Reduce -19.1% 2,649 $256K
Willis Investment Counsel 0.01% No change 2,634 $254K
CBIZ Investment Advisory Services, LLC 0.01% No change 2,809 $254K
Mascoma Wealth Management LLC 0.05% Reduce -50.5% 2,632 $254K
Natural Investments, LLC 0.06% No change 2,629 $253K
American Capital Advisory, LLC 0.09% Add +0.5% 2,617 $253K
L.K. Benson & Company, P.C. 0.08% No change 2,616 $253K
IFC Advisors LLC 0.03% No change 2,612 $252K
Centennial Bank 0.08% Reduce -28.0% 2,592 $250K
J. L. Bainbridge & Co., Inc. 0.02% Reduce -21.3% 2,591 $250K
First National Advisers, LLC 0.04% No change 2,590 $250K
Tanglewood Legacy Advisors, LLC 0.08% No change 2,588 $250K
Riverstone Advisors, LLC 0.10% Add +0.8% 2,586 $250K
Napier Financial, LLC 0.05% Add +0.5% 2,565 $248K
Stockman Wealth Management, Inc. 0.03% New 2,561 $247K
Fayez Sarofim & Co 0.00% No change 2,560 $247K
CogentBlue Wealth Advisors, LLC 0.14% New 2,553 $247K
SeedSafe Financial LLC 0.18% No change 2,549 $246K
MY Wealth Management Inc. 0.17% New 2,541 $245K
ShoreHaven Wealth Partners, LLC 0.08% No change 2,530 $244K
WealthBridge Capital Management, LLC 0.05% No change 2,527 $244K
Eldridge Investment Advisors, Inc. 0.05% No change 2,518 $243K
Commonwealth Financial Services, LLC 0.03% Add +3.9% 2,506 $242K
Financial Management Network Inc. 0.03% Add +5.0% 2,498 $240K
Tiller Private Wealth, Inc. 0.08% Reduce -12.3% 2,485 $240K
Elite Life Management LLC 0.28% No change 2,384 $238K
Avalon Capital Management 0.06% New 2,465 $238K
Bouvel Investment Partners, LLC 0.05% Add +1.1% 2,464 $238K
ProVise Management Group, LLC 0.02% Add +3.0% 2,464 $238K
KLCM Advisors, Inc. 0.02% No change 2,451 $237K
Everpar Advisors LLC 0.07% Reduce -29.4% 2,434 $235K
Greenup Street Wealth Management LLC 0.03% Add +8.2% 2,434 $235K
Flagship Private Wealth, LLC 0.08% Reduce -2.9% 2,432 $235K
Oxinas Partners, LLC 0.09% Reduce -7.0% 2,428 $235K
Arbor Wealth Advisors LLC 0.14% No change 2,427 $234K
KFG Wealth Management, LLC 0.03% Add +4.9% 2,423 $234K
Nova Wealth Management, Inc. 0.13% Reduce -16.0% 2,423 $234K
Flagstone Financial Management 0.05% No change 2,418 $234K
Transcendent Capital Group LLC 0.09% Reduce -5.8% 2,412 $233K
Arsenal Capital Advisors LLC 0.14% Add +1.6% 2,403 $232K
Shotwell Rutter Baer Inc 0.13% No change 2,399 $232K
World Equity Group, Inc. 0.05% Reduce -7.0% 2,398 $232K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.16% No change 2,398 $232K
Baker Avenue Asset Management, LP 0.00% New 2,397 $231K
Inlight Wealth Management, LLC 0.07% No change 2,383 $230K
apricus wealth, LLC 0.11% New 2,374 $229K
Sincerus Advisory, LLC 0.16% Add +0.4% 2,373 $229K
Calamos Advisors LLC 0.00% Reduce -97.8% 2,373 $229K
WealthTrust Axiom LLC 0.05% Add +6.9% 2,372 $229K
St. Louis Trust Co 0.03% No change 27,815 $228K
Clearstead Trust, LLC 0.03% Add +4.8% 2,361 $228K
Carson Advisory Inc. 0.10% New 2,358 $228K
Harbor Advisory Corp. 0.06% No change 2,352 $227K
Proffitt & Goodson Inc. 0.03% Add +39.5% 2,339 $226K
Richardson Capital Management LLC 0.10% Add +0.8% 2,338 $226K
Presidio Capital Management, LLC 0.06% Reduce -5.8% 2,329 $225K
Aegis Wealth Management, Inc. 0.15% New 2,328 $225K
Roberts Glore & Co. Inc. 0.06% Reduce -28.3% 2,322 $224K
KERR FINANCIAL PLANNING Corp 0.25% Reduce -4.1% 2,321 $224K
Abner Herrman & Brock LLC 0.02% Reduce -4.1% 2,315 $224K
Hamilton Point Investment Advisors, LLC 0.03% No change 2,319 $224K
Ashford Advisors, LLC 0.05% No change 2,315 $224K
Legacy Solutions, LLC 0.18% New 2,313 $223K
New Harbor Financial Group, LLC 0.04% New 2,312 $223K
Guardian Partners Inc. 0.02% Reduce -0.0% 2,310 $223K
Alpha Zero LLC 0.08% New 2,286 $221K
Sterling Wealth Management, Inc. 0.06% New 2,289 $221K
WoodTrust Financial Corp 0.03% New 2,286 $220K
Trustmark Bank Trust Department 0.01% No change 2,274 $220K
LifeGoal Investments, LLC 0.10% Add +0.8% 2,270 $219K
Wayfinding Financial, LLC 0.08% New 2,270 $219K
JHP Wealth Management, LLC 0.18% New 2,260 $218K
Adams Wealth Management 0.04% Reduce -31.5% 2,255 $218K
CacheTech Inc. 0.04% Reduce -31.5% 2,255 $218K
Brindle & Bay Financial Advisors, LLC 0.11% Add +1.4% 2,249 $217K
Olde Wealth Management, LLC 0.06% No change 2,248 $217K
1900 Wealth Management LLC 0.01% New 2,246 $217K
Bensler, LLC 0.02% New 2,245 $217K
HFG Advisors, Inc. 0.14% No change 2,240 $216K
Tilia Fiduciary Partners, Inc. 0.10% New 2,229 $215K
Lifeworks Advisors, LLC 0.02% Reduce -26.6% 2,226 $215K
SageGuard Financial Group, LLC 0.03% Reduce -38.6% 2,223 $215K
Acorn Financial Advisory Services Inc. 0.03% New 2,222 $215K
E&G Advisors, LLC 0.04% No change 2,218 $214K
Capstone Financial Advisors, Inc. 0.01% New 2,216 $214K
Lavelle Capital LP 0.11% No change 2,211 $214K
Mawer Investment Management Ltd. 0.00% New 2,210 $213K
Piscataqua Savings Bank 0.14% Reduce -0.1% 2,202 $213K
Armstrong Advisory Group, Inc. 0.01% No change 2,201 $213K
HHM Wealth Advisors, LLC 0.02% Add +208.3% 2,198 $212K
Cynosure Group, LLC 0.03% Reduce -84.9% 2,196 $212K
Onyx Bridge Wealth Group LLC 0.02% Reduce -5.5% 2,194 $212K
Clearwater Capital Advisors, LLC 0.02% Reduce -1.9% 2,192 $212K
BOS Asset Management, LLC 0.05% New 2,191 $212K
Freedom Day Solutions, LLC 0.05% New 2,187 $211K
Traphagen Investment Advisors LLC 0.01% New 2,169 $210K
Pekin Hardy Strauss, Inc. 0.02% New 2,165 $209K
Valtinson Bruner Financial Planning LLC 0.05% Reduce -7.1% 2,133 $206K
J.P. Marvel Investment Advisors, LLC 0.02% New 2,130 $206K
Your Advocates Ltd., LLP 0.06% Add +5.9% 2,124 $205K
Cornerstone Wealth Group, LLC 0.01% New 2,120 $205K
Murphy, Middleton, Hinkle & Parker, Inc. 0.08% New 2,119 $205K
Factor Wealth Management LTD 0.03% Reduce -8.0% 2,116 $204K
Meridian Wealth Partners, LLC 0.02% Reduce -10.6% 2,112 $204K
Rollins Financial Advisors, LLC 0.03% New 2,109 $204K
Checchi Capital Advisers, LLC 0.01% New 2,107 $203K
Tenon Financial LLC 0.07% Reduce -13.1% 2,096 $202K
Axis Wealth Partners, LLC 0.10% New 2,095 $202K
Annex Advisory Services, LLC 0.00% New 2,083 $201K
Laurel Wealth Planning LLC 0.09% Reduce -26.9% 2,081 $201K
Prosperity Planning, Inc. 0.06% Reduce -7.0% 2,074 $200K
Nalls Sherbakoff Group, LLC 0.14% Add +1.6% 2,032 $196K
Gen-Wealth Partners Inc 0.05% No change 2,021 $195K
Private Wealth Management Group, LLC 0.04% No change 1,944 $188K
Allied Private Wealth LLC 0.12% — 1,943 $187K
Insight Inv LLC 0.09% Reduce -27.1% 1,883 $182K
Sfam, LLC 0.15% Add +370.7% 1,845 $178K
Bfsg, LLC 0.02% Add +3.0% 1,814 $175K
Signature Equity Partners, LLC 0.08% Reduce -17.9% 1,734 $168K
DecisionPoint Financial, LLC 0.03% Add +20.1% 1,737 $167K
First Bancorp, Inc 0.07% New 1,714 $166K
Obsidian Cio, LLC 0.12% Reduce -32.3% 1,714 $166K
Gill Capital Partners, LLC 0.04% Add +0.2% 1,703 $164K
Bank of New Hampshire 0.03% Add +91.2% 1,690 $163K
Blue Bell Private Wealth Management, LLC 0.02% Add +11.1% 1,682 $162K
Bravera Wealth 0.06% Reduce -79.4% 1,678 $162K
IMG Wealth Management, Inc. 0.09% Reduce -27.3% 1,652 $160K
LFA - Lugano Financial Advisors SA 0.09% No change 1,628 $157K
Planning Strategies Inc. 0.10% — 1,617 $156K
Bradley & Co. Private Wealth Management, LLC 0.07% No change 1,617 $156K
DHJJ Financial Advisors, Ltd. 0.04% Reduce -56.2% 1,611 $156K
Prestige Wealth Management Group LLC 0.03% Add +11.6% 1,611 $156K
Oakworth Capital, Inc. 0.01% No change 1,609 $155K
SJS Investment Consulting Inc. 0.02% No change 1,603 $155K
United Financial Planning Group LLC 0.08% No change 1,555 $150K
Concord Wealth Partners 0.02% New 1,505 $145K
CGC Financial Services, LLC 0.03% No change 1,498 $145K
Canton Hathaway, LLC 0.03% New 1,498 $145K
Triumph Capital Management 0.03% Reduce -25.4% 1,475 $142K
McDonald Partners LLC 0.03% New 1,434 $138K
First Pacific Financial 0.02% Reduce -7.0% 1,387 $134K
Hilton Head Capital Partners, LLC 0.07% Add +1.0% 1,383 $134K
First Community Trust NA 0.06% Add +38.2% 1,354 $131K
MRP Capital Investments, LLC 0.10% No change 1,347 $130K
Tradewinds Capital Management, LLC 0.02% No change 1,347 $130K
Holos Integrated Wealth LLC 0.06% No change 1,294 $126K
Indiana Trust & Investment Management Co 0.03% Add +8.3% 1,292 $125K
Salomon & Ludwin, LLC 0.01% Add +3.2% 1,297 $125K
Beacon Investment Advisory Services, Inc. 0.00% No change 1,267 $122K
Hanson & Doremus Investment Management 0.01% No change 1,254 $121K
Tucker Asset Management LLC 0.03% Add +3.4% 1,232 $119K
Silver Grove Financial Group, Inc. 0.06% Add +126.6% 1,149 $111K
MPWM Advisory Solutions, LLC 0.05% Reduce -3.1% 1,127 $109K
Stone House Investment Management, LLC 0.01% Reduce -0.3% 1,124 $109K
SRH Advisors, LLC 0.03% No change 1,102 $106K
Investors Research Corp 0.02% Reduce -12.7% 1,098 $106K
Pillar Financial Advisors, LLC 0.05% No change 1,086 $105K
Morse Asset Management, Inc 0.02% No change 1,050 $101K
Cliffwater LLC 0.02% No change 1,036 $100K
Pinnacle Wealth Planning Services, Inc. 0.01% No change 1,005 $97K
Cary Street Partners Investment Advisory LLC 0.02% Add +1916.7% 968 $93K
Moisand Fitzgerald Tamayo, LLC 0.01% Add +189.5% 967 $93K
Newton One Investments LLC 0.02% Add +3.2% 961 $93K
Timbuktu Capital Management, LLC 0.14% — 955 $92K
Markowski Investments 0.02% — 936 $90K
Minot DeBlois Advisors LLC 0.08% Reduce -1.6% 935 $90K
Thompson Investment Management, Inc. 0.01% No change 930 $90K
PlanVest Financial, Inc 0.06% No change 925 $89K
Pioneer Family Office, LLC 0.05% No change 906 $88K
Delta Asset Management LLC 0.01% No change 900 $87K
Compass Financial Management LLC 0.01% — 889 $86K
Roxbury Financial LLC 0.07% No change 883 $85K
Kingdom Financial Group LLC. 0.02% Add +108.2% 866 $84K
First PREMIER Bank 0.01% No change 864 $83K
Trust Co. of Toledo NA 0.01% Reduce -7.3% 855 $83K
Marquette Asset Management, LLC 0.01% No change 846 $82K
Essential Partners LLC 0.04% Reduce -1.2% 843 $81K
PFS Partners, LLC 0.03% Add +0.1% 842 $81K
Caldwell Sutter Capital, Inc. 0.03% Reduce -18.7% 825 $80K
Front Row Advisors LLC 0.02% Add +1.9% 790 $79K
Atwood & Palmer Inc. 0.00% No change 812 $78K
Fiduciary Advisors, Inc. 0.05% Add +7.3% 807 $78K
High Note Wealth, LLC 0.01% No change 791 $76K
Darwin Wealth Management, LLC 0.02% Add +0.9% 763 $74K
Twin Lakes Capital Management, LLC 0.03% Add +1.6% 754 $73K
MTM Investment Management, LLC 0.02% Add +10.6% 752 $73K
Security National Bank of So Dak 0.03% New 742 $72K
Activest Wealth Management 0.01% Reduce -95.6% 722 $70K
Abound Financial, LLC 0.03% No change 710 $69K
Redwood Park Advisors LLC 0.05% Add +17.3% 705 $68K
Harbor Asset Planning, Inc. 0.05% Reduce -44.8% 705 $68K
Sittner & Nelson, LLC 0.02% Add +6.8% 703 $68K
Chung Wu Investment Group, LLC 0.04% New 700 $68K
Tower Research Capital LLC (TRC) 0.00% New 686 $66K
Addison Advisors LLC 0.03% Reduce -19.0% 683 $66K
Tacita Capital Inc 0.04% Add +1.4% 674 $65K
Union Savings Bank 0.03% Reduce -7.1% 668 $65K
Sunrise Financial Services, LLC 0.04% Reduce -38.3% 666 $64K
Flagship Wealth Advisors, LLC 0.01% Add +514.8% 664 $64K
Birchwood Financial Partners, Inc. 0.05% Add +1.7% 656 $63K
Banque Transatlantique SA 0.00% Reduce -19.8% 630 $61K
Trifecta Capital Advisors, LLC 0.01% New 625 $60K
Toth Financial Advisory Corp. 0.01% No change 615 $59K
Pin Oak Investment Advisors Inc. 0.04% No change 615 $59K
Wilkerson Advisory Group LLC 0.02% Add +94.9% 608 $59K
Aventura Private Wealth, LLC 0.02% No change 588 $57K
Reyes Financial Architecture, Inc. 0.03% No change 568 $55K
Strategic Investment Solutions, Inc. 0.01% Add +0.5% 558 $54K
Kimelman & Baird, LLC 0.00% No change 542 $52K
Breakwater Investment Management 0.02% No change 519 $50K
Vima LLC 0.05% — 508 $49K
Hoese & Co LLP 0.03% New 493 $48K
Conquis Financial LLC 0.04% No change 492 $48K
Smallwood Wealth Investment Management, LLC 0.02% No change 477 $46K
Orion Capital Management LLC 0.01% Reduce -39.3% 471 $45K
Cetera Trust Company, N.A 0.02% No change 468 $45K
Crews Bank & Trust 0.01% Add +7.5% 460 $44K
Westend Capital Management, LLC 0.01% Reduce -9.2% 444 $43K
N.E.W. Advisory Services LLC 0.00% No change 440 $42K
Integrity Financial Corp 0.02% No change 426 $41K
Sofi Wealth, LLC 0.00% Add +1474.1% 425 $41K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 419 $40K
Creative Capital Management Investments LLC 0.01% New 413 $40K
Spectrum Wealth Advisory Group, LLC 0.01% New 412 $40K
Global Trust Asset Management, LLC 0.01% Reduce -43.2% 400 $39K
Main Street Group, LTD 0.01% No change 377 $36K
Tounjian Advisory Partners, LLC 0.02% Reduce -99.5% 368 $36K
Cornerstone Planning Group LLC 0.00% Add +5.0% 359 $35K
Mb, Levis & Associates, LLC 0.01% Add +1.7% 352 $34K
Blume Capital Management, Inc. 0.01% No change 350 $34K
Graney & King, LLC 0.01% Add +122.1% 342 $33K
Cape Investment Advisory, Inc. 0.01% New 338 $33K
Security National Bank of Sioux City Iowa 0.01% New 321 $31K
Pacific Center for Financial Services 0.01% No change 314 $30K
Lloyd Advisory Services, LLC. 0.01% Reduce -28.1% 299 $29K
Robinswood Financial LLC 0.01% Add +1.4% 296 $29K
Comprehensive Financial Planning, Inc. 0.02% No change 296 $29K
LifeSteps Financial, Inc. 0.01% New 290 $28K
Sachetta, LLC 0.01% Add +0.3% 289 $28K
Kopp Family Office, LLC 0.02% New 270 $26K
Battery Global Advisors, LLC 0.01% No change 264 $25K
Morling Financial Advisors, LLC 0.01% New 249 $24K
Evolution Advisers, Inc. 0.01% Add +49.7% 253 $24K
Kozak & Associates, Inc. 0.00% Add +1.6% 248 $24K
Quaker Wealth Management, LLC 0.01% No change 238 $23K
Midwest Capital Advisors, LLC 0.01% No change 235 $23K
Ameritas Investment Partners, Inc. 0.00% Add +1.3% 230 $22K
Ares Financial Consulting, LLC 0.02% Add +0.9% 229 $22K
Atlantic Private Wealth, LLC 0.01% No change 226 $22K
Networth Advisors, LLC 0.01% Reduce -63.7% 226 $22K
Duncker Streett & Co. Inc. 0.00% Reduce -38.4% 218 $21K
Quest 10 Wealth Builders, Inc. 0.02% Reduce -6.1% 216 $21K
Burk Holdings LLC 0.01% Reduce -32.1% 214 $21K
Delos Wealth Advisors, LLC 0.01% New 213 $21K
Valley National Advisers Inc. 0.00% No change 207 $20K
Bullock Wealth Management Group 0.01% No change 208 $20K
Logan Capital Management Inc. 0.00% — 203 $20K
Arcadia Investment Advisors LLC 0.01% No change 197 $19K
Hughes Financial Services, LLC 0.00% No change 195 $19K
Bank & Trust Co 0.01% No change 188 $18K
Tower View Wealth Management LLC 0.01% Add +1.6% 186 $18K
Benson Wealth Management INC 0.02% No change 183 $18K
CNB Bank 0.01% No change 173 $17K
LRI Investments, LLC 0.00% No change 170 $16K
Oakmont Advisory Group, LLC 0.01% New 169 $16K
Bell Investment Advisors, Inc 0.00% No change 168 $16K
Marshall & Sterling Wealth Advisors Inc. 0.01% No change 161 $16K
Manning & Napier Advisors LLC 0.00% No change 155 $15K
Davis Capital Management 0.01% No change 154 $15K
NorthAvenue LLC 0.01% No change 153 $15K
Paladin Partners, LLC 0.01% No change 150 $14K
Morgan Dempsey Capital Management LLC 0.01% No change 145 $14K
Southern Michigan Bank & Trust 0.00% No change 135 $13K
Valued Wealth Advisors LLC 0.00% Add +230.8% 129 $12K
Sellwood Investment Partners LLC 0.00% No change 129 $12K
XP Advisory US, Inc. 0.01% — 121 $12K
Anchor Bay Capital, Inc. 0.01% — 115 $12K
Philadelphia Investment Partners, LLC 0.01% No change 114 $11K
Red Reef Advisors LLC 0.01% Add +1.8% 113 $11K
Punch & Associates Investment Management, Inc. 0.00% Add +6.7% 111 $11K
Bruce G. Allen Investments, LLC 0.01% No change 110 $11K
Hilltop National Bank 0.00% No change 108 $10K
Birchbrook, Inc. 0.00% Add +5.0% 105 $10K
Adirondack Trust Co. 0.00% No change 105 $10K
Mark Sheptoff Financial Planning, LLC 0.01% No change 100 $10K
Prudent Man Investment Management, Inc. 0.00% No change 99 $9K
Jackson, Grant Investment Advisers, Inc. 0.00% Add +1.1% 89 $9K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 88 $9K
Cypress Capital Management LLC (WY) 0.01% No change 84 $8K
Elevated Capital Advisors, LLC 0.00% No change 72 $7K
True Wealth Design, LLC 0.00% No change 70 $7K
Chilton Capital Management LLC 0.00% Reduce -42.0% 69 $7K
Wagner Wealth Management, LLC 0.00% New 67 $6K
Lummis Asset Management, LP 0.00% No change 66 $6K
Cheviot Value Management, LLC 0.00% No change 66 $6K
Ravenstone Capital Management Inc. 0.00% New 64 $6K
Alerus Financial NA 0.00% No change 64 $6K
LM Advisors LLC 0.02% Add +1168.6% 51,023 $5K
VSM Wealth Advisory, LLC 0.00% No change 51 $5K
Milestone Investment Advisors LLC 0.00% New 50 $5K
Fairscale Capital, LLC 0.00% No change 48 $5K
Godsey & Gibb, Inc. 0.00% Reduce -79.7% 45 $4K
Go Invest LLC 0.00% Add +10.0% 44 $4K
1 North Wealth Services LLC 0.00% No change 40 $4K
Sawyer & Company, Inc 0.00% No change 40 $4K
Mountain Hill Investment Partners Corp. 0.00% No change 38 $4K
Dogwood Wealth Management LLC 0.00% New 32 $3K
Spurstone Advisory Services, LLC 0.04% Add +30.4% 30 $3K
Blueline Advisors LLC 0.00% No change 29 $3K
NFSG Corp 0.00% New 28 $3K
Arvest Investments, Inc. 0.00% New 27 $3K
Peachtree Investment Partners, LLC 0.00% New 25 $2K
Navigoe, LLC 0.00% No change 26 $2K
IAG Wealth Partners, LLC 0.00% New 20 $2K
Game Plan Financial Advisors, LLC 0.00% No change 18 $2K
Parvin Asset Management, LLC 0.00% No change 16 $2K
Raelipskie Partnership 0.00% No change 15 $1K
Costello Asset Management, INC 0.00% No change 13 $1K
Mosley Wealth Management 0.00% New 12 $1K
Clark Wealth Partners 0.00% No change 8 $773
Simplex Trading, LLC 0.00% New 5 $482
Prosperity Bancshares Inc 0.00% New 4 $386
Lodestone Wealth Management LLC 0.00% No change 2 $219

"% 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.