46432F842  ISHARES TR CORE MSCI EAFE
Similar stocks:
showing stocks from all sources (13F/13G/13D) - show 13F stocks - show 13G/13D-only stocks
showing all stocks, including most popular - show unusual stocks - show oddball stocks
grouping similar stocks - don't group similar stocks
SCORE CUSIP NAME -----------------GROUP 1 0.76 46434G103 ISHARES INC CORE MSCI EMKT (CIK-1100663) 0.62 464287804 ISHARES TR CORE S&P SCP ETF (CIK-1100663) 0.61 464287507 ISHARES TR CORE S&P MCP ETF 0.59 464288273 ISHARES TR EAFE SML CP ETF (CIK-1100663) 0.54 464287465 ISHARES TR MSCI EAFE ETF (CIK-1100663) 0.53 922908744 VANGUARD INDEX FDS VALUE ETF 0.52 464288877 ISHARES TR EAFE VALUE ETF (CIK-1100663) 0.51 922042718 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 0.50 464287499 ISHARES TR RUS MID CAP ETF (CIK-1100663) 0.50 464287234 ISHARES TR MSCI EMG MKT ETF - iShares, Inc. (CIK-930667) -----------------GROUP 2 0.64 464287200 ISHARES TR CORE S&P500 ETF (CIK-1100663) -----------------GROUP 3 0.60 922908553 VANGUARD INDEX FDS REAL ESTATE ETF 0.57 922908751 VANGUARD INDEX FDS SMALL CP ETF 0.56 921937835 VANGUARD BD INDEX FDS TOTAL BND MRKT 0.54 922908629 VANGUARD INDEX FDS MID CAP ETF 0.52 922042775 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US -----------------GROUP 4 0.59 464287226 ISHARES TR CORE US AGGBD ET (CIK-1100663) 0.58 922020805 VANGUARD MALVERN FDS STRM INFPROIDX (CIK-836906) 0.58 464288414 ISHARES TR NATIONAL MUN ETF 0.55 464287176 ISHARES TR TIPS BD ETF (CIK-1100663) 0.55 46429B747 ISHARES TR 0-5 YR TIPS ETF 0.53 92206C870 VANGUARD SCOTTSDALE FDS INT-TERM CORP 0.51 464288646 ISHARES TR ISHS 1-5YR INVS (CIK-1100663) 0.51 464287457 ISHARES TR 1 3 YR TREAS BD (CIK-1100663) -----------------GROUP 5 0.58 46436E718 ISHARES TR 0-3 MNTH TREASRY (CIK-1100663) 0.55 46137V357 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 0.54 46432F339 ISHARES TR MSCI USA QLT FCT (CIK-1100663) 0.51 97717X578 WISDOMTREE TR EM EX ST-OWNED 0.50 46435G326 ISHARES TR CORE MSCI INTL (CIK-1100663) 0.50 46432F388 ISHARES TR MSCI USA VALUE (CIK-1100663) -----------------GROUP 6 0.57 464287408 ISHARES TR S&P 500 VAL ETF 0.56 464287440 ISHARES TR BARCLAYS 7 10 YR (CIK-1100663) 0.56 464287598 ISHARES TR RUS 1000 VAL ETF (CIK-1100663) 0.56 464287739 ISHARES TR U.S. REAL ES ETF (CIK-1100663) 0.55 464287309 ISHARES TR S&P 500 GRWT ETF 0.54 464287689 ISHARES TR RUSSELL 3000 ETF 0.53 464287655 ISHARES TR RUSSELL 2000 ETF (CIK-1100663) 0.51 464288257 ISHARES TR MSCI ACWI ETF 0.51 46432F859 ISHARES TR CORE 1 5 YR USD 0.51 921946406 VANGUARD WHITEHALL FDS HIGH DIV YLD 0.50 464287614 ISHARES TR RUS 1000 GRW ETF (CIK-1100663) -----------------GROUP 7 0.56 464287150 ISHARES TR CORE S&P TTL STK (CIK-1100663) 0.52 46432F834 ISHARES TR CORE MSCI TOTAL (CIK-1100663) 0.51 46429B697 ISHARES TR MSCI USA MIN VOL 0.50 46429B689 ISHARES TR MSCI EAFE MIN VL (CIK-1100663) 0.50 78464A763 SPDR SER TR S&P DIVID ETF -----------------GROUP 8 0.54 922042858 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 0.51 921943858 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF -----------------GROUP 9 0.53 922908769 VANGUARD INDEX FDS TOTAL STK MKT -----------------GROUP 10 0.50 922908363 VANGUARD INDEX FDS S&P 500 ETF SHS
Current >= 1PCT 13G/D investors (PCT = percent of company):
NONE
Current >= 1PCT 13F investors (PCT = percent of total AUM):
PCT CIK NAME 64.10% 1801470 DAN L DUNCAN FOUNDATION 42.80% 1729242 Conrad N. Hilton Foundation 26.66% 1905809 Passaic Partners LLC 26.42% 1455530 HARVEST VOLATILITY MANAGEMENT LLC 24.25% 1455290 Shelter Ins Retirement Plan 21.62% 1905875 Conrad Siegel Investment Advisors, Inc. 21.12% 1616628 Wilshire Advisors LLC 20.03% 1692820 Ironwood Wealth Management, LLC. 19.62% 1873989 BG Investment Services, Inc. 19.60% 1009198 STERLING INVESTMENT ADVISORS LLC /ADV 19.08% 1840888 Roth Financial Partners LLC 18.66% 1600403 CKW FINANCIAL GROUP 18.15% 1869456 Dean, Jacobson Financial Services, LLC 17.29% 1844567 Compton Financial Group, LLC 17.11% 1802874 University of Massachusetts Foundation, Inc. 17.00% 1633573 Colony Family Offices, LLC 16.89% 846633 STRATEGIC INVESTMENT MANAGEMENT, LLC 16.33% 1002672 Bell Bank 16.03% 1616454 NextCapital Advisers, Inc. 15.51% 1711615 TIAA, FSB 15.29% 1697024 SJA Financial Advisory, LLC 15.09% 1844314 Montis Financial, LLC 14.68% 1760076 Global Strategic Investment Solutions, LLC 13.83% 1858428 Better Money Decisions, LLC 13.72% 1021249 UNITED SERVICES AUTOMOBILE ASSOCIATION 12.98% 1785545 ESL Trust Services, LLC 12.90% 1629649 NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 12.79% 1521951 FIRST BUSINESS FINANCIAL SERVICES, INC. 12.75% 1426771 Alaska Permanent Capital Management 12.65% 1803557 Center for Financial Planning, Inc. 12.45% 1909565 New Perspectives, Inc 12.34% 1801989 Cardinal Strategic Wealth Guidance 12.12% 1767080 Abundance Wealth Counselors 12.07% 1739594 Altium Wealth Management LLC 12.02% 1592178 Chicago Wealth Management, Inc. 11.87% 1683689 Kopp Family Office, LLC 11.82% 920655 VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 11.66% 1730813 FINANCIAL LIFE ADVISORS 11.32% 1714450 RPTC Inc. 11.22% 1604723 RKL Wealth Management LLC 10.95% 1615135 Ironsides Asset Advisors, LLC 10.93% 1269978 ALESCO ADVISORS LLC 10.92% 1693789 First Command Financial Services, Inc. 10.78% 1693750 First Command Bank 10.69% 1603276 Bishop & Co Investment Management, LLC 10.51% 1534378 Sage Advisory Services, Ltd.Co. 10.34% 1093276 NOTTINGHAM ADVISORS, INC. 9.62% 1593600 Riverview Trust Co 9.56% 1844922 ShoreHaven Wealth Partners, LLC 9.52% 1767474 MA Private Wealth 9.45% 1910934 Life Planning Partners, Inc 9.28% 1712533 Brickley Wealth Management 9.14% 1802516 Adventist Health System/ West 9.12% 1544806 VICUS CAPITAL 8.88% 1890183 Holland Advisory Services, Inc. 8.75% 1352776 Regis Management CO LLC 8.74% 1769089 Archetype Wealth Partners 8.46% 1697767 Northwest Quadrant Wealth Management, LLC 8.29% 1821455 MTC Wealth Management LLC 8.27% 1484205 HALBERT HARGROVE GLOBAL ADVISORS, LLC 8.05% 1616004 S. R. Schill & Associates 8.02% 1810023 Affinity Capital Advisors, LLC 7.95% 1831944 Southern Farm Bureau Life Insurance 7.80% 1315339 First Financial Bank - Trust Division 7.77% 1582681 Alaska Permanent Fund Corp 7.77% 1801101 LPWM LLC 7.68% 1599603 Tarbox Family Office, Inc. 7.56% 1713458 BDO Wealth Advisors, LLC 7.51% 1833780 Wealthstream Advisors, Inc. 7.43% 1543991 Smith & Howard Wealth Management, LLC 7.41% 1037558 FOSTER DYKEMA CABOT & CO INC/MA 7.41% 1803523 PACIFIC CAPITAL WEALTH ADVISORS, INC 7.31% 1599084 Cranbrook Wealth Management, LLC 7.23% 1770532 Core Wealth Advisors, Inc. 7.23% 1677560 Members Trust Co 7.20% 1569292 Lenox Wealth Advisors, LLC 7.02% 1574408 LVZ, Inc. 7.00% 1469751 RiverFront Investment Group, LLC 6.99% 1569855 Janney Capital Management LLC 6.96% 1767056 Fairhaven Wealth Management, LLC 6.95% 1731601 APCM Wealth Management for Individuals 6.95% 1360710 Hirtle Callaghan & Co LLC 6.90% 1911328 Roger Wittlin Investment Advisory, LLC 6.87% 1812198 Aaron Wealth Advisors LLC 6.68% 1801881 DOHJ, LLC 6.64% 1034771 INTRUST BANK NA 6.60% 1766228 Legacy Capital Wealth Partners, LLC 6.56% 1904770 Manhattan West Asset Management, LLC 6.56% 1727342 Hudson Capital Management LLC 6.54% 1074902 LCNB CORP 6.53% 1415201 SPC Financial, Inc. 6.45% 1764144 MIRSKY FINANCIAL MANAGEMENT CORP. 6.43% 1020617 ROOSEVELT INVESTMENT GROUP LLC 6.39% 1801634 LWS Wealth Advisors, Inc. 6.34% 1908165 Sovereign Investment Advisors, LLC 6.25% 1512601 BSW Wealth Partners 6.24% 1426851 Argent Advisors, Inc. 6.23% 1771169 CCG WEALTH MANAGEMENT, LLC 6.21% 1608179 Syntal Capital Partners, LLC 6.15% 1844428 RITTER DANIHER FINANCIAL ADVISORY, LLC 6.15% 1478179 Daniels&Tansey,LLP 6.11% 1740642 Grant Street Asset Management, Inc. 6.09% 1909249 SOUTHERN CAPITAL ADVISORS, LLC 6.06% 1697725 Ullmann Wealth Partners Group, LLC 5.91% 1689829 Connecticut Wealth Management, LLC 5.83% 1632968 Wealthquest Corp 5.82% 1845950 ADE, LLC 5.75% 1802084 CVA Family Office, LLC 5.73% 1804717 Adaptive Financial Consulting, LLC 5.69% 1844821 IRONWOOD WEALTH MANAGEMENT, INC. 5.66% 1371726 MYCIO WEALTH PARTNERS, LLC 5.55% 1644329 Wela Strategies, Inc. 5.49% 1906640 Widmann Financial Services, Inc. 5.48% 1802743 Element Wealth, LLC 5.46% 1551727 MACROVIEW INVESTMENT MANAGEMENT LLC 5.46% 1795173 UMA Financial Services, Inc. 5.42% 1387761 TWIN FOCUS CAPITAL PARTNERS, LLC 5.41% 1776757 WADDELL & ASSOCIATES, LLC 5.40% 1673815 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 5.36% 1599623 Shoker Investment Counsel, Inc. 5.33% 1747799 Brio Consultants, LLC 5.27% 1652103 Gratus Capital LLC 5.14% 1536006 Progeny 3, Inc. 5.13% 1844911 Proquility Private Wealth Partners, LLC 5.13% 1635523 CLEAR INVESTMENT RESEARCH, LLC 5.12% 764106 FIRST HAWAIIAN BANK 5.05% 872359 LINCOLN CAPITAL CORP 5.00% 759944 CITIZENS FINANCIAL GROUP INC/RI 4.99% 1676603 Probity Advisors, Inc. 4.98% 1784450 Marcum Wealth, LLC 4.97% 1632187 Community Bank, N.A. 4.96% 1672512 Matson Money. Inc. 4.94% 1764260 Maltin Wealth Management, Inc. 4.93% 1352675 Bangor Savings Bank 4.81% 1705716 Conservest Capital Advisors, Inc. 4.80% 1902806 NORTHCAPE WEALTH MANAGEMENT, LLC 4.76% 1757617 Full Sail Capital, LLC 4.73% 1845998 Interchange Capital Partners, LLC 4.72% 1844375 Veery Capital, LLC 4.70% 1427748 Truepoint, Inc. 4.66% 1054646 CAPE COD FIVE CENTS SAVINGS BANK 4.66% 1767710 Guidance Point Advisors, LLC 4.64% 1471474 Avidian Wealth Solutions, LLC 4.63% 1664772 Highland Private Wealth Management 4.62% 1910146 Frontier Asset Management, LLC 4.62% 1673588 VCU Investment Management Co 4.61% 944361 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 4.55% 1849614 ENCOMPASS WEALTH ADVISORS, LLC 4.55% 1586678 Balentine LLC 4.53% 1778185 PRIVATE CAPITAL MANAGEMENT LLC 4.51% 1633037 Rehmann Capital Advisory Group 4.50% 1476993 Investure, LLC 4.48% 1906275 Bowman & Co S.C. 4.48% 1906866 MATRIX PRIVATE CAPITAL GROUP LLC 4.47% 1624758 Capital Analysts, LLC 4.41% 1571556 Pure Financial Advisors, LLC 4.36% 1645382 MISSION WEALTH MANAGEMENT, LP 4.32% 1803329 Regent Peak Wealth Advisors LLC 4.32% 1733777 F3Logic, LLC 4.27% 1846236 True Link Financial Advisors, LLC 4.25% 1330325 Opus Capital Group, LLC 4.22% 1803519 Aprio Wealth Management, LLC 4.22% 36270 M&T BANK CORP 4.21% 1873372 Crestmont Private Wealth LLC 4.18% 1775321 Bremer Bank National Association 4.15% 1339908 FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 4.15% 1847258 WC Walker & Associates, Inc. 4.08% 1653199 FFT WEALTH MANAGEMENT LLC 4.05% 1664864 Sugarloaf Wealth Management, LLC 4.01% 1771605 SAGE RHINO CAPITAL LLC 3.98% 1484067 Rock Creek Group, LP 3.94% 1613331 Fragasso Group Inc. 3.93% 1844480 COWA, LLC 3.88% 1698218 RITHOLTZ WEALTH MANAGEMENT 3.86% 1858782 Canvas Wealth Advisors, LLC 3.85% 1731169 Financial Partners Group, Inc 3.85% 1800687 Symphony Financial, Ltd. Co. 3.83% 809443 MEEDER ASSET MANAGEMENT INC 3.82% 1811579 Southern Wealth Management, LLP 3.82% 1877093 MOTIVE WEALTH ADVISORS 3.81% 1537621 DT Investment Partners, LLC 3.79% 1600052 Peninsula Wealth, LLC 3.78% 1374889 Ballentine Partners, LLC 3.78% 1765617 IFS Advisors, LLC 3.77% 1544224 McCutchen Group LLC 3.72% 815917 JONES FINANCIAL COMPANIES LLLP 3.71% 1831332 Planned Solutions, Inc. 3.71% 1690010 Parallel Advisors, LLC 3.65% 914933 CONNABLE OFFICE INC 3.61% 1553540 Smith Anglin Financial, LLC 3.58% 1732007 Titus Wealth Management 3.56% 1574010 Lowe Wealth Advisors, LLC 3.54% 1310658 Ledyard National Bank 3.52% 1912300 Vericrest Private Wealth 3.50% 1819279 Klaas Financial Asset Advisors, LLC 3.49% 1455288 Shelter Mutual Insurance Co 3.48% 1846114 Boyd Wealth Management, LLC 3.44% 1730810 Legacy Financial Advisors, Inc. 3.41% 1802655 Texas Capital Bank Wealth Management Services Inc 3.34% 1903296 Long Run Wealth Advisors, LLC 3.33% 1840341 Birchcreek Wealth Management, LLC 3.33% 1511739 Hanlon Investment Management, Inc. 3.33% 1591122 Heritage Wealth Advisors 3.30% 1729457 Nova R Wealth, Inc. 3.29% 1904477 Endowment Wealth Management, Inc. 3.27% 1724269 LAKE STREET ADVISORS GROUP, LLC 3.25% 1903044 TAGStone Capital, Inc. 3.21% 1730887 Ford Financial Group, LLC 3.21% 1910389 DRAVO BAY LLC 3.19% 1628896 Capital Advantage, Inc. 3.17% 1483472 Botty Investors LLC 3.16% 1050068 INVESTMENT PARTNERS, LTD. 3.15% 1821984 Rockbridge Investment Management, LCC 3.14% 1321993 GRIMES & COMPANY, INC. 3.12% 1484265 McKinley Carter Wealth Services, Inc. 3.12% 1761013 Cresset Asset Management, LLC 3.09% 1724264 MD Financial Management Inc. 3.09% 1880087 Topel & Distasi Wealth Management, LLC 3.09% 1696957 SigFig Wealth Management, LLC 3.08% 1697303 Beirne Wealth Consulting Services, LLC 3.07% 1719203 ASPIREON WEALTH ADVISORS 3.04% 1803236 Resonant Capital Advisors, LLC 3.03% 1463217 UNITED CAPITAL FINANCIAL ADVISERS, LLC 3.02% 1748814 LITTLE HOUSE CAPITAL LLC 3.02% 1906527 BRIGGS ADVISORY GROUP, INC. 3.01% 1303042 AVANTAX ADVISORY SERVICES, INC. 3.00% 1867731 SELDON CAPITAL LP 2.99% 1512415 Windham Capital Management, LLC 2.99% 1541596 Aspen Investment Management Inc 2.98% 1760540 Strategic Investment Advisors / MI 2.94% 1764059 ELEMENT POINTE ADVISORS, LLC 2.90% 1789219 Charles Schwab Trust Co 2.88% 1662212 Grove Bank & Trust 2.86% 1846462 Wealth Dimensions Group, Ltd. 2.84% 1767855 Global Wealth Management Investment Advisory, Inc. 2.83% 1759485 Alera Investment Advisors, LLC 2.83% 315080 BANK OF HAWAII 2.81% 1660203 BerganKDV Wealth Management, LLC 2.79% 1140334 FLPUTNAM INVESTMENT MANAGEMENT CO 2.78% 1908217 Sandy Cove Advisors, LLC 2.75% 878057 NEW ENGLAND GUILD WEALTH ADVISORS, INC. 2.73% 1801184 Single Point Partners, LLC 2.69% 1285973 CUTLER INVESTMENT COUNSEL LLC 2.69% 1538037 Independent Order of Foresters 2.65% 1695345 CONCENTRIC WEALTH MANAGEMENT, LLC 2.64% 1633288 Towercrest Capital Management 2.62% 1123320 Family Capital Trust Co 2.62% 1682501 Harbour Capital Advisors, LLC 2.61% 1898296 Vickerman Investment Advisors, Inc. 2.59% 1910488 Red Tortoise LLC 2.55% 1650717 QUADRANT CAPITAL GROUP LLC 2.55% 1767049 Jackson Hole Capital Partners, LLC 2.54% 1535847 CWM, LLC 2.50% 1426853 Crestwood Advisors Group LLC 2.49% 1575151 TIEMANN INVESTMENT ADVISORS, LLC 2.48% 1906793 Scissortail Wealth Management, LLC 2.47% 36104 US BANCORP \DE\ 2.47% 1566475 Cerity Partners LLC 2.47% 1611518 Wealth Architects, LLC 2.45% 1694287 Asset Planning Services, Ltd. 2.43% 1844107 Elk River Wealth Management, LLC 2.42% 1808992 Revolve Wealth Partners, LLC 2.42% 1843558 Lumature Wealth Partners, LLC 2.40% 1861558 Gitterman Wealth Management, LLC 2.33% 1767982 Omega Financial Group, LLC 2.32% 1804116 Kerntke Otto McGlone Wealth Management Group 2.31% 1461539 TD AMERITRADE INVESTMENT MANAGEMENT, LLC 2.28% 1479844 Diversified Trust Co 2.27% 1179791 CIM INVESTMENT MANAGEMENT INC 2.25% 1798172 BCS Wealth Management 2.24% 1009952 HANCOCK WHITNEY INVESTMENT SERVICES INC. 2.23% 1912040 OAK HARBOR WEALTH PARTNERS, LLC 2.23% 944317 SMITH SHELLNUT WILSON LLC /ADV 2.22% 1908944 CONSILIO WEALTH ADVISORS, LLC 2.22% 1840945 Galvin, Gaustad & Stein, LLC 2.21% 1767513 Human Investing LLC 2.20% 1830954 Source Financial Advisors LLC 2.18% 1904822 DBK Financial Counsel, LLC 2.17% 1504941 Portland Global Advisors LLC 2.16% 1726609 AAF Wealth Management, LLC 2.15% 1819955 Intelligence Driven Advisers, LLC 2.14% 1599511 Tortoise Investment Management, LLC 2.14% 1803898 Seven Springs Wealth Group, LLC 2.14% 1141802 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2.13% 1810676 HYA Advisors, Inc 2.11% 1466697 FLOW TRADERS U.S. LLC 2.11% 1434981 Altavista Wealth Management, Inc. 2.10% 1344551 ASSETMARK, INC 2.06% 1730456 CAPITAL WEALTH MANAGEMENT, LLC 2.06% 1162170 GREENLEAF TRUST 2.05% 1483066 State of New Jersey Common Pension Fund D 2.04% 1084208 RAYMOND JAMES & ASSOCIATES 2.04% 1669662 Peak Financial Management, Inc. 2.02% 1606609 Archford Capital Strategies, LLC 2.02% 1799054 Silicon Hills Wealth Management, LLC 2.02% 1697729 Summit X, LLC 2.00% 1907898 SC&H Financial Advisors, Inc. 1.99% 1831984 Berkshire Bank 1.99% 1318601 Acropolis Investment Management, LLC 1.98% 1803848 RMR Wealth Builders 1.97% 1849518 DEFINED WEALTH MANAGEMENT, LLC 1.96% 70858 BANK OF AMERICA CORP /DE/ 1.94% 1761742 Baldrige Asset Management LLC 1.93% 1791555 Hubbell Strickland Wealth Management, LLC 1.93% 750641 BAILARD, INC. 1.92% 1811005 Veracity Capital LLC 1.91% 1622001 FinTrust Capital Advisors, LLC 1.91% 1831316 Rise Advisors, LLC 1.91% 934866 PEOPLES BANK /OH 1.87% 1784093 Beacon Harbor Wealth Advisors, Inc. 1.87% 1157519 OKABENA INVESTMENT SERVICES INC 1.86% 1806668 SVB Wealth Advisory, Inc. 1.86% 1911040 First Farmers & Merchants Bank / Trust 1.82% 1295044 Strategic Point Investment Advisors, LLC 1.82% 1133639 NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1.81% 1089877 KEYBANK NATIONAL ASSOCIATION/OH 1.80% 1903883 SHELTON WEALTH MANAGEMENT, LLC 1.79% 1633901 Betterment LLC 1.78% 842941 Haverford Trust Co 1.78% 1120927 MONETA GROUP INVESTMENT ADVISORS LLC 1.77% 1910641 Bryant Woods Investment Advisors, LLC 1.77% 1761871 Hardy Reed LLC 1.77% 1802670 Wade Financial Advisory, Inc 1.75% 1707206 Fundamentun, LLC 1.74% 1475896 Asset Dedication, LLC 1.74% 1908462 WealthCare Investment Partners, LLC 1.71% 1904274 Wedmont Private Capital 1.71% 1817306 Waypoint Wealth Partners Inc. 1.70% 1166340 QCM Cayman, Ltd. 1.69% 1864880 Wescott Financial Advisory Group, LLC 1.69% 1851184 Curi Wealth Management, LLC 1.68% 1511137 PATHSTONE FAMILY OFFICE, LLC 1.67% 1713520 Crescent Grove Advisors, LLC 1.65% 1802278 Stokes Family Office, LLC 1.63% 1542143 Modera Wealth Management, LLC 1.61% 1696209 Fusion Family Wealth LLC 1.60% 1583092 Main Management LLC 1.58% 1767220 Edge Capital Group, LLC 1.57% 1906683 MAS Advisors LLC 1.57% 1161722 HOLLENCREST CAPITAL MANAGEMENT 1.56% 1629680 Karp Capital Management Corp 1.56% 1333986 Equitable Holdings, Inc. 1.55% 1794467 Blueprint Investment Partners LLC 1.54% 1091923 PENINSULA ASSET MANAGEMENT INC 1.54% 1717027 Prism Advisors, Inc. 1.52% 1759803 Graves-Light Private Wealth Management, Inc. 1.51% 1373442 Mariner, LLC 1.51% 1730814 Providence Capital Advisors, LLC 1.50% 1904388 Wick Capital Partners, LLC 1.49% 1082491 CONDOR CAPITAL MANAGEMENT 1.48% 1214183 FIRST UNITED BANK & TRUST 1.48% 1727269 Columbus Macro, LLC 1.47% 1730068 VIRIDIAN RIA, LLC 1.47% 1546865 Ascent Wealth Partners, LLC 1.46% 1403438 LPL Financial LLC 1.45% 1766435 Personal Wealth Partners 1.45% 354497 PFS INVESTMENTS INC. 1.45% 898413 NBT BANK N A /NY 1.44% 1859474 Benedetti & Gucer, Inc. 1.44% 1407543 ENVESTNET ASSET MANAGEMENT INC 1.44% 1422508 Montecito Bank & Trust 1.44% 1427684 Capital Directions Investment Advisors, LLC 1.43% 1910273 Investment Advisory Group, LLC 1.39% 1792283 Venture Visionary Partners LLC 1.38% 1631738 Bray Capital Advisors 1.37% 1737089 CX Institutional 1.37% 1729672 Global Trust Asset Management, LLC 1.36% 1658535 Orgel Wealth Management, LLC 1.34% 838618 PDS Planning, Inc 1.32% 1733082 Rossmore Private Capital 1.32% 1741426 Quad-Cities Investment Group, LLC 1.31% 1869923 Corsicana & Co. 1.31% 1259261 BOSTON RESEARCH & MANAGEMENT INC 1.29% 1800597 First Citizens Financial Corp 1.28% 1842433 Karn, Couzens & Associates, Inc. 1.26% 1907054 NCM Capital Management, LLC 1.25% 1851395 BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1.25% 1585859 Miracle Mile Advisors, LLC 1.25% 1697953 Summit Global Investments 1.24% 1040197 MAI Capital Management 1.24% 1576584 Aveo Capital Partners, LLC 1.23% 713676 PNC FINANCIAL SERVICES GROUP, INC. 1.23% 1664847 Armbruster Capital Management, Inc. 1.23% 1697719 KCS Wealth Advisory 1.20% 1752762 Next Capital Management LLC 1.18% 35527 FIFTH THIRD BANCORP 1.18% 1600435 Wakefield Asset Management LLLP 1.18% 1334952 INSIGHT 2811, INC. 1.17% 1768302 ERn Financial, LLC 1.16% 1843581 Fountainhead AM, LLC 1.16% 1845688 CFS Investment Advisory Services, LLC 1.16% 1631775 Godshalk Welsh Capital Management, Inc. 1.16% 1389059 BLB&B Advisors, LLC 1.15% 1642305 Roble, Belko & Company, Inc 1.13% 1859918 TECTONIC ADVISORS LLC 1.12% 1905867 SAXON INTERESTS, INC. 1.12% 1812792 Intrua Financial, LLC 1.12% 22657 LOWE BROCKENBROUGH & CO INC 1.12% 1085163 SIGMA INVESTMENT COUNSELORS INC 1.12% 1800379 SkyOak Wealth, LLC 1.11% 1846515 Rodgers & Associates, LTD 1.11% 1388829 AMG National Trust Bank 1.10% 1844878 Center For Asset Management LLC 1.10% 791191 ANDERSON HOAGLAND & CO 1.09% 1695344 NORTHWEST WEALTH MANAGEMENT, LLC 1.07% 1767715 GYL FINANCIAL SYNERGIES, LLC 1.06% 1707975 Jordan Park Group LLC 1.06% 1259671 WBH ADVISORY INC 1.06% 1391166 Lee Financial Co 1.05% 1846175 Sovereign Financial Group, Inc. 1.05% 1697847 Marietta Wealth Management, LLC 1.04% 1763608 Wealthpoint, LLC 1.03% 1790688 Capital Planning LLC 1.02% 1785445 tru Independence LLC 1.02% 1590073 Arbor Investment Advisors, LLC 1.02% 1793691 Relyea Zuckerberg Hanson LLC 1.01% 1907666 Eagle Strategies LLC 1.01% 933429 UMB BANK N A/MO 1.00% 1841768 PATRON PARTNERS, LLC

hello