iShares Core MSCI Eafe ETFIEFAETF
13F holders, Q2 2026 (June 30)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
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 129 | $561.2M |
| Exits | 81 | $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.