Vanguard Most SM-Cap ETF-UsdVBETF

13F holders, Q1 2024 (March 31)
1,895holders
5famous investors
$228.46avg. 13F price*

At the end of Q1 2024, 1,895 institutions reported holding Vanguard Most SM-Cap ETF-Usd (VB) in their 13F filings. The largest holders were Bank of America Corp. ($5.5B), Morgan Stanley ($1.6B) and Jones Financial Companies LLLP ($1.6B). 5 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
Vanguard Most SM-Cap ETF-Usd
CUSIP
922908751
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,895Q1 2024Q2 2024: 1,920Q2 2024Q3 2024: 1,977Q3 2024Q4 2024: 2,187Q4 2024Q1 2025: 2,161Q1 2025Q2 2025: 2,169Q2 2025Q3 2025: 2,198Q3 2025Q4 2025: 2,379Q4 2025Q1 2026: 2,404Q1 2026Q2 2026: 2,484Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions109$105.8M
Exits84$93.6M

Ownership 1,895 holders

Bank of America Corp. 0.54% Add +22.9% 24,084,254 $5.5B
Morgan Stanley 0.13% Add +2.4% 7,187,492 $1.6B
Jones Financial Companies LLLP 2.12% Add +3.0% 6,802,268 $1.6B
Envestnet Asset Management Inc. 0.40% Add +5.7% 4,684,766 $1.1B
Wells Fargo & Company 0.27% Add +2.3% 4,384,225 $1.0B
UBS Group AG 0.29% Add +3.4% 3,905,070 $892.7M
LPL Financial LLC 0.42% Add +4.5% 3,393,553 $775.7M
Bank of New York Mellon Corp 0.13% Reduce -13.9% 2,881,767 $658.7M
Ameriprise Financial Inc. 0.14% Reduce -3.5% 2,270,762 $519.1M
Mercer Global Advisors Inc. 1.31% Add +12.0% 2,009,880 $459.4M
Goldman Sachs Group Inc. 0.10% Reduce -6.4% 1,985,230 $453.8M
PNC Financial Services Group, Inc. 0.30% Reduce -0.8% 1,889,088 $431.8M
Creative Planning 0.46% Reduce -1.7% 1,823,573 $416.9M
Charles Schwab Investment Advisory, Inc. 0.57% Reduce -3.0% 1,799,373 $411.3M
Northwestern Mutual Wealth Management Co. 0.38% Reduce -2.8% 1,634,395 $373.6M
Captrust Financial Advisors 1.37% Add +24.7% 1,627,553 $372.0M
Royal Bank of Canada 0.09% Add +5.2% 1,543,506 $352.8M
Signaturefd, LLC 6.90% Add +82.4% 1,429,220 $326.7M
CIBC Private Wealth Group LLC 0.59% Add +13.3% 1,321,145 $299.4M
Wealthfront Advisers LLC 1.04% Add +6.5% 1,305,874 $298.5M
Raymond James Financial Services Advisors, Inc. 0.44% Add +7.5% 1,284,927 $293.7M
Mariner, LLC 0.55% Add +7.5% 1,156,365 $264.3M
Provida Pension Fund Administrator 5.90% Add +2444.3% 1,039,896 $237.7M
Stifel Financial Corp. 0.26% Add +3.4% 1,013,443 $231.7M
Commonwealth Equity Services, LLC 0.37% Add +1.3% 986,751 $225.6M
Mission Wealth Management, LP 5.99% Add +10.0% 977,112 $223.4M
Glenmede Trust Co. NA 1.09% Reduce -0.8% 953,480 $218.0M
Tiaa Trust, National Association 0.63% Add +8.4% 907,262 $207.4M
JPMorgan Chase & Co. 0.02% Reduce -2.0% 816,000 $186.5M
FMR LLC 0.01% Add +0.8% 787,924 $180.1M
HighTower Advisors, LLC 0.29% Reduce -1.9% 781,381 $178.6M
Raymond James & Associates 0.12% Add +4.1% 776,379 $177.5M
Osaic Holdings, Inc. 0.39% Reduce -3.5% 770,191 $176.1M
Baird Financial Group, Inc. 0.36% Add +4.2% 744,287 $170.1M
Wellington Management Group LLP 0.03% No change 703,985 $160.9M
State Street Corp. 0.01% Reduce -3.1% 633,207 $144.7M
Natixis Advisors, LLC 0.33% Reduce -0.6% 632,228 $144.5M
Bank of Montreal 0.04% Add +1.8% 615,630 $140.2M
Badgley Phelps Wealth Managers, LLC 2.97% Add +1.3% 520,142 $118.9M
Truist Financial Corp. 0.17% Reduce -15.0% 486,733 $111.3M
Cetera Investment Advisers 0.26% Add +255.6% 482,068 $110.2M
Moneta Group Investment Advisors LLC 1.75% Add +16.3% 468,953 $107.2M
Vanguard Group Inc. 0.00% Add +5.1% 460,854 $105.3M
Davis R M Inc. 2.11% Add +6.1% 440,655 $100.7M
Efficient Advisors, LLC 6.36% Reduce -1.9% 433,389 $99.1M
Pinnacle Associates Ltd. 1.50% Add +7.8% 416,154 $95.1M
Balyasny Asset Management L.P. 0.24% Reduce -0.6% 403,980 $92.3M
Corient Private Wealth LP 0.16% Reduce -0.1% 401,633 $91.8M
Pathstone Holdings, LLC 0.42% Reduce -3.4% 390,376 $89.2M
Fifth Third Bancorp 0.35% Add +1.3% 389,217 $89.0M
Nicholas Hoffman & Company, LLC. 4.46% Add +13.3% 384,129 $87.8M
Cambridge Investment Research Advisors, Inc. 0.33% Reduce -0.4% 374,736 $85.7M
Baker Avenue Asset Management, LP 3.30% Add +2.6% 373,544 $85.4M
US Bancorp \de 0.12% Reduce -10.2% 368,153 $84.2M
Cullen/Frost Bankers, Inc. 1.24% Add +1.3% 364,782 $83.4M
Peapack Gladstone Financial Corp. 1.30% Add +1.8% 363,647 $83.1M
Wealthspire Advisors, LLC 1.11% Add +0.1% 363,263 $83.0M
MML Investors Services, LLC 0.34% Add +6.6% 358,007 $81.8M
Fusion Family Wealth, LLC 8.36% Add +3.4% 352,821 $80.7M
Janus Henderson Group PLC 0.04% Reduce -8.2% 351,847 $80.4M
Heartwood Wealth Advisors LLC 9.79% Reduce -0.8% 347,720 $79.5M
1832 Asset Management L.P. 0.14% Reduce -52.0% 346,745 $79.3M
Private Advisor Group, LLC 0.57% Reduce -6.0% 345,888 $79.1M
M&T Bank Corp 0.27% Add +1.1% 337,327 $77.1M
Trustmark Bank Trust Department 6.11% Add +5.1% 327,550 $74.9M
Citigroup Inc. 0.08% Add +2.6% 325,335 $74.4M
Millburn Ridgefield LLC 2.02% Add +5.0% 319,470 $73.0M
Catalyst Capital Advisors LLC 1.76% Add +5.0% 319,470 $73.0M
Employees Retirement System of Texas 0.80% Reduce -32.1% 317,925 $72.7M
Karpus Management, Inc. 2.09% Reduce -6.8% 316,295 $72.3M
Centered Wealth LLC dba Miller Equity Capital Advisors 27.91% Add +1.7% 295,713 $67.6M
Invictus Private Wealth, LLC 6.00% Add +2.1% 295,446 $67.5M
Chandler Asset Management, Inc. 13.38% Add +13.1% 288,795 $66.0M
Comerica Bank 0.28% Add +3.4% 287,020 $65.6M
Vista Capital Partners, Inc. 8.18% Reduce -1.8% 286,294 $65.4M
Assetmark, Inc. 0.21% Add +8.0% 282,686 $64.6M
Wilbanks Smith & Thomas Asset Management LLC 1.80% Add +0.9% 281,397 $64.3M
Smithfield Trust Co 3.28% Reduce -1.6% 271,006 $61.9M
Equitable Holdings, Inc. 0.68% Reduce -0.3% 263,061 $60.1M
Pittenger & Anderson Inc. 2.43% Add +2.2% 261,934 $59.9M
Avantax Advisory Services, Inc. 0.52% Add +1.1% 253,843 $58.0M
Composition Wealth, LLC 1.39% Reduce -3.1% 242,212 $55.4M
Ellenbecker Investment Group 11.63% Add +4.3% 242,044 $55.3M
Kestra Advisory Services, LLC 0.37% Add +23.0% 240,636 $55.0M
Cerity Partners LLC 0.14% Reduce -95.8% 237,310 $53.8M
BlackRock Inc. 0.00% Reduce -18.0% 222,545 $50.9M
Janney Montgomery Scott LLC 0.15% Add +4.9% 218,808 $50.0M
Marcum Wealth, LLC 5.04% Reduce -2.0% 217,240 $49.7M
CBIZ Investment Advisory Services, LLC 3.33% Reduce -34.4% 209,547 $47.9M
Bessemer Group Inc. 0.09% Add +1.2% 207,969 $47.5M
CENTRAL TRUST Co 1.16% Reduce -1.3% 203,371 $46.5M
American Trust 3.83% Reduce -28.1% 200,587 $45.9M
Thrivent Financial for Lutherans 0.09% Reduce -29.5% 198,256 $45.3M
Johnson Financial Group, LLC 5.66% Add +1.2% 196,195 $44.8M
Garde Capital, Inc. 3.10% Reduce -9.5% 193,847 $44.3M
Davidson Investment Advisors 2.28% Add +10.3% 191,908 $43.9M
Wealth Enhancement Advisory Services, LLC 0.11% Add +62.8% 184,250 $42.1M
First Command Advisory Services, Inc. 0.44% Add +6.3% 182,156 $41.6M
Parallel Advisors, LLC 1.10% Add +0.8% 177,990 $40.7M
TCV Trust & Wealth Management, Inc. 3.87% Reduce -1.1% 176,800 $40.4M
Park Avenue Securities LLC 0.51% Add +10.2% 173,088 $39.6M
Ellevest, Inc. 2.45% Add +0.9% 172,648 $39.5M
MilWealth Group LLC 11.99% Reduce -0.7% 164,537 $37.6M
Envestnet Portfolio Solutions, Inc. 0.14% Add +14.2% 164,513 $37.6M
Clearstead Advisors, LLC 1.83% Add +3.0% 165,893 $37.0M
Citizens Financial Group Inc. 1.23% Reduce -0.1% 161,065 $36.8M
Forvis Mazars Wealth Advisors, LLC 0.92% Reduce -1.8% 158,345 $36.2M
Heritage Investors Management Corp. 1.24% Reduce -0.3% 154,209 $35.3M
Acorn Financial Advisory Services Inc. 6.59% Reduce -15.3% 152,745 $34.9M
Investments & Financial Planning, LLC 23.60% Add +0.5% 150,635 $34.4M
Alliancebernstein L.P. 0.01% Reduce -0.0% 150,548 $34.4M
Aufman Associates Inc 24.06% Add +0.5% 149,474 $34.2M
NewEdge Advisors, LLC 0.30% Reduce -39.4% 149,230 $34.1M
Connecticut Wealth Management, LLC 1.80% Reduce -6.2% 147,720 $33.8M
Prio Wealth Limited Partnership 0.95% Add +3.4% 144,098 $32.9M
Choreo, LLC 0.84% Reduce -2.9% 143,397 $32.8M
BLB&B Advisors, LLC 1.84% Reduce -0.2% 142,636 $32.6M
Manufacturers Life Insurance Company, The 0.03% Reduce -43.9% 142,284 $32.5M
Joel Isaacson & Co., LLC 1.78% Add +6.6% 141,675 $32.4M
Center for Financial Planning, Inc. 4.81% Add +6.9% 140,835 $32.2M
Rockefeller Capital Management L.P. 0.09% Add +13.1% 140,041 $32.0M
Betterment LLC 0.09% Add +3.5% 139,977 $32.0M
Legacy Financial Group LLC 6.47% Add +1704.0% 139,760 $31.9M
Sofi Wealth, LLC 2.92% Add +8.0% 137,360 $31.4M
PrairieView Partners, LLC 3.54% Add +2.7% 135,209 $30.9M
Country Trust Bank 0.80% Reduce -3.4% 134,610 $30.8M
CX Institutional 1.48% Add +1.5% 134,594 $30.8M
Chatham Capital Group, Inc. 5.58% Add +21.8% 132,949 $30.4M
Scott Capital Advisors, LLC 9.24% Add +1.9% 134,788 $30.4M
Atria Wealth Solutions, Inc. 0.34% Add +2.9% 132,398 $30.3M
NewEdge Wealth, LLC 0.68% Add +0.0% 139,549 $30.3M
Regions Financial Corp. 0.23% Add +0.1% 131,791 $30.1M
SP Asset Management LLC 2.78% Reduce -0.4% 130,933 $29.9M
Wealthquest Corp 3.20% Reduce -2.7% 130,810 $29.9M
Hill Island Financial LLC 9.72% Reduce -0.2% 128,788 $29.4M
Whelan Financial 13.37% Reduce -2.7% 128,130 $29.3M
AMG National Trust Bank 0.84% Add +0.6% 126,512 $28.9M
Brown Advisory Inc. 0.04% Add +10.1% 125,301 $28.6M
Randolph Co Inc 3.38% Add +0.2% 120,531 $27.6M
Chicago Partners Investment Group LLC 1.14% Add +8.0% 123,976 $26.9M
Pinnacle Wealth Management Advisory Group, LLC 2.87% Add +5.2% 117,160 $26.8M
Bank of Hawaii 1.30% Reduce -1.4% 116,996 $26.7M
MAI Capital Management 0.28% Add +116.8% 116,342 $26.6M
MBE Wealth Management, LLC 16.29% Reduce -25.0% 115,430 $26.4M
Whitegate Investment Counselors, Inc. 7.40% Add +0.3% 114,918 $26.3M
Moller Wealth Partners 7.11% Reduce -0.4% 114,894 $26.3M
Penserra Capital Management LLC 0.32% New 113,112 $25.9M
Northern Trust Corp. 0.00% Add +2.4% 112,713 $25.8M
Bluestem Financial Advisors, LLC 13.19% Add +11.1% 111,660 $25.5M
United Capital Financial Advisors, LLC 0.21% Reduce -3.1% 111,445 $25.5M
Integrated Wealth Concepts LLC 0.37% Add +1.5% 110,992 $25.4M
Montag A & Associates Inc. 1.27% Add +0.8% 110,559 $25.3M
Ballast, Inc. 7.90% Add +0.5% 109,317 $25.0M
Wolff Financial Management LLC 7.25% Add +1.2% 108,785 $24.9M
Leavell Investment Management, Inc. 1.43% Add +1.5% 108,164 $24.7M
Crewe Advisors LLC 2.83% Reduce -0.2% 106,356 $24.3M
DT Investment Partners, LLC 2.41% Add +0.7% 104,095 $23.8M
Arax Advisory Partners 2.47% Reduce -1.8% 102,329 $23.4M
Patriot Investment Management Group, Inc. 1.83% Reduce -12.7% 100,977 $23.1M
CreativeOne Wealth, LLC 0.90% Add +18.7% 99,089 $22.6M
BCK Partners, Inc. 12.11% Reduce -0.2% 99,016 $22.6M
Clear Rock Advisors, LLC 9.75% Reduce -4.1% 98,267 $22.5M
EP Wealth Advisors, LLC 0.26% Reduce -3.0% 97,605 $22.3M
FIL Ltd 0.02% Add +1.0% 97,517 $22.3M
Woodmont Investment Counsel LLC 1.85% Add +1.9% 96,033 $22.0M
Spire Wealth Management 0.40% Reduce -0.9% 42,935 $21.9M
D.A. Davidson & Co. 0.20% Reduce -1.5% 95,796 $21.9M
Riverview Capital Advisers, LLC 7.47% Add +1.0% 94,881 $21.7M
3Chopt Investment Partners, LLC 8.90% Reduce -4.3% 94,800 $21.7M
Financial Synergies Wealth Advisors, Inc. 2.82% Reduce -30.8% 94,083 $21.5M
WBH Advisory Inc. 2.19% Reduce -0.1% 93,301 $21.3M
Kohmann Bosshard Financial Services, LLC 2.92% Reduce -2.4% 91,809 $21.0M
Gratus Wealth Advisors, LLC 3.83% Reduce -5.4% 99,036 $20.9M
Savant Capital, LLC 0.23% Add +0.6% 87,923 $20.1M
Mountain Capital Investment Advisors Inc. 5.63% Add +10.3% 89,210 $20.1M
Berkshire Asset Management LLC 1.04% Add +0.2% 85,819 $19.6M
Cable Hill Partners, LLC 2.40% No change 93,925 $19.6M
BOK Financial Private Wealth, Inc. 1.45% Reduce -3.4% 84,976 $19.4M
Roof Eidam Maycock Peralta, LLC 5.28% Add +2.6% 84,171 $19.2M
Pure Financial Advisors, LLC 0.60% Reduce -0.4% 84,068 $19.2M
Stephens Inc. 0.30% Add +8.7% 83,665 $19.1M
Orion Porfolio Solutions, LLC 0.20% Reduce -0.8% 83,409 $19.1M
Orion Portfolio Solutions, LLC 0.20% Reduce -0.8% 83,409 $19.1M
Nelson Capital Management, LLC 3.58% Add +0.4% 81,993 $18.7M
Marshall Financial Group Inc. 6.18% Add +0.8% 81,978 $18.7M
St Germain D J Co. Inc. 0.90% Reduce -2.3% 80,298 $18.4M
Fiducient Advisors LLC 3.60% Reduce -7.7% 79,555 $18.2M
Hurlow Wealth Management Group, Inc. 6.37% Reduce -0.4% 78,892 $18.0M
Brookstone Capital Management 0.32% Add +10.0% 77,740 $17.8M
JFG Wealth Management, LLC 4.74% Add +4.8% 77,397 $17.7M
Beacon Pointe Advisors, LLC 0.20% Reduce -4.6% 77,281 $17.7M
Marietta Wealth Management, LLC 2.91% Add +0.7% 77,050 $17.6M
Coldstream Capital Management Inc. 0.44% Reduce -3.3% 76,429 $17.5M
Private Capital Management LLC 3.83% Reduce -1.1% 76,087 $17.4M
Northeast Investment Management 0.85% Add +6.6% 76,066 $17.4M
GenTrust, LLC 1.06% Reduce -2.2% 75,342 $17.2M
Annex Advisory Services, LLC 0.60% Reduce -44.7% 74,478 $17.0M
HB Wealth Management, LLC 0.21% Reduce -4.7% 74,049 $16.9M
Wooster Corthell Wealth Management, Inc. 3.85% Reduce -3.0% 73,549 $16.8M
Bradley Foster & Sargent Inc. 0.30% Add +8.1% 73,436 $16.8M
MBM Wealth Consultants, LLC 5.88% Add +0.8% 73,190 $16.7M
Merit Financial Group, LLC 0.39% Add +306.4% 75,628 $16.5M
Brown Financial Advisory 12.85% Reduce -0.3% 72,357 $16.5M
Modera Wealth Management, LLC 0.25% Add +14.4% 71,890 $16.4M
Salem Investment Counselors Inc. 0.54% Add +2.5% 71,839 $16.4M
Gemmer Asset Management LLC 1.89% Add +1.6% 71,244 $16.3M
Axxcess Wealth Management, LLC 0.46% Add +11.6% 71,146 $16.3M
Franklin Resources Inc. 0.01% Add +1.6% 70,433 $16.1M
SAM Advisors, LLC 5.93% Add +0.4% 70,266 $16.1M
Great Valley Advisor Group, Inc. 0.48% Add +1.3% 69,197 $15.8M
Arrow Financial Corp 1.57% Reduce -0.5% 69,144 $15.8M
Compton Wealth Advisory Group, LLC 4.31% Add +6.7% 68,920 $15.8M
Agf Management Ltd. 0.09% Add +3.4% 68,781 $15.7M
Full Sail Capital, LLC 1.09% Add +1.0% 68,393 $15.6M
Capital Asset Advisory Services LLC 0.88% Add +12.3% 68,969 $15.4M
AJ Advisors, LLC 8.40% Add +4.9% 66,635 $15.2M
Glenview Trust Co 0.32% Add +0.6% 65,396 $14.9M
Twele Capital Management, Inc. 3.38% Reduce -0.2% 65,266 $14.9M
Cadence Bank 1.09% Add +11.3% 65,198 $14.9M
DeDora Capital, Inc. 4.71% Add +17.7% 64,752 $14.8M
GDS Wealth Management 1.71% Add +2.7% 63,990 $14.6M
Whittier Trust Co. of Nevada Inc. 0.42% Add +4.3% 63,977 $14.6M
Bristlecone Advisors, LLC 1.28% Add +1.0% 63,755 $14.6M
Elm Partners Management LLC 1.15% Reduce -5.3% 63,457 $14.5M
B. Riley Wealth Advisors, Inc. 0.39% Add +34.0% 76,648 $14.5M
Koshinski Asset Management, Inc. 1.48% Add +456.7% 63,098 $14.4M
Peninsula Wealth, LLC 2.85% Reduce -25.0% 62,558 $14.3M
Crane Advisory, LLC 2.87% Add +9.8% 64,212 $14.2M
Wealth Architects, LLC 1.88% Reduce -1.5% 62,251 $14.2M
U.S. Capital Wealth Advisors, LLC 0.55% Reduce -0.9% 62,071 $14.2M
Allianz SE 0.45% — 62,054 $14.2M
Sage Rhino Capital LLC 3.33% Add +0.2% 61,686 $14.1M
Acropolis Investment Management, LLC 0.92% Reduce -2.7% 61,669 $14.1M
Golden Road Advisors LLC 11.63% Add +6.9% 61,242 $14.0M
AA Financial Advisors, LLC 5.65% Add +12.5% 61,240 $14.0M
Perigon Wealth Management, LLC 0.42% Add +1.4% 60,414 $13.8M
Daymark Wealth Partners, LLC 0.74% Add +5.5% 60,144 $13.7M
US Financial Advisors, LLC 4.75% Add +0.9% 59,992 $13.7M
Flagship Harbor Advisors, LLC 0.88% Reduce -6.7% 59,959 $13.7M
Atria Investments, Inc 0.19% Reduce -1.5% 59,884 $13.7M
Whittier Trust Co. 0.20% Reduce -3.7% 59,830 $13.7M
Strategic Investment Advisors / MI 1.74% Add +13.0% 59,203 $13.5M
McClarren Financial Advisors, Inc. 9.69% Add +0.6% 59,023 $13.5M
Brass Tax Wealth Management, Inc. 7.03% — 58,989 $13.5M
CIC Wealth, LLC 3.91% Reduce -12.1% 58,848 $13.5M
Clark Asset Management, LLC 4.12% Add +10.8% 58,692 $13.4M
Associated Banc-Corp 0.42% Add +14.6% 58,309 $13.3M
GoalVest Advisory LLC 4.43% Add +9.5% 58,158 $13.3M
Stratos Wealth Partners, LTD. 0.22% Reduce -8.2% 57,838 $13.2M
Charles Schwab Trust Co 1.24% Reduce -1.9% 57,426 $13.1M
Tectonic Advisors LLC 1.00% Reduce -0.0% 57,418 $13.1M
Buckingham Strategic Wealth, LLC 0.14% Reduce -0.6% 56,987 $13.0M
Capital Advisors Inc. 0.28% Reduce -7.6% 56,461 $12.9M
Staley Capital Advisers Inc. 0.60% Reduce -1.5% 55,845 $12.8M
Oppenheimer & Co. Inc. 0.21% Add +8.6% 55,516 $12.7M
EverSource Wealth Advisors, LLC 0.99% Add +24.4% 58,581 $12.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.39% Reduce -4.9% 54,694 $12.5M
Plum Street Advisors, LLC 6.33% Add +8.2% 52,696 $12.5M
Lincoln National Corp. 0.19% Reduce -4.4% 54,590 $12.5M
CRA Financial Services, LLC 2.71% Add +4.0% 54,578 $12.5M
Simplicity Wealth,LLC 0.30% New 54,184 $12.4M
Koesten, Hirschmann & Crabtree, INC. 7.94% Reduce -0.4% 54,101 $12.4M
Dynamic Advisor Solutions LLC 0.42% Add +1.2% 54,096 $12.4M
Iron Horse Wealth Management, LLC 4.88% Add +3.5% 53,986 $12.3M
Cyndeo Wealth Partners, LLC 1.02% Add +662.2% 53,905 $12.3M
Lido Advisors, LLC 0.11% Add +3.6% 53,895 $12.3M
Bleakley Financial Group, LLC 0.35% Add +0.4% 53,266 $12.2M
Summit Financial, LLC 0.72% Add +2.3% 52,951 $12.1M
Asset Management Group, Inc. 1.79% Add +0.2% 51,450 $11.8M
TruWealth Advisors, LLC 0.82% Add +0.5% 51,415 $11.8M
Abound Wealth Management 4.47% Reduce -1.8% 51,290 $11.7M
Benjamin F. Edwards & Company, Inc. 0.21% Add +7.6% 50,538 $11.6M
Blair William & Co. 0.04% Add +10.5% 50,346 $11.5M
Steward Partners Investment Advisory, LLC 0.13% Add +47.1% 50,114 $11.5M
Orgel Wealth Management, LLC 0.31% Reduce -10.6% 49,961 $11.4M
Arkadios Wealth Advisors 0.88% Reduce -3.4% 49,848 $11.4M
Von Berge Wealth Management Group, LLC 7.28% Add +18.0% 49,525 $11.3M
White Wing Wealth Management 9.37% Reduce -0.6% 49,825 $11.3M
Atmos Advisory, LLC 9.02% Reduce -3.7% 49,257 $11.3M
St. Louis Trust Co 1.76% Add +90.8% 49,389 $11.2M
PDS Planning, Inc 1.18% Reduce -1.4% 49,132 $11.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.35% Add +4790.9% 49,105 $11.2M
Cresset Asset Management, LLC 0.05% Add +39.8% 48,962 $11.2M
25 LLC 5.48% Reduce -2.0% 48,958 $11.2M
David Kennon Inc 4.77% Reduce -7.1% 48,780 $11.2M
Horizons Wealth Management 7.29% No change 52,186 $11.1M
Red Wave Investments LLC 4.17% Reduce -5.3% 48,641 $11.1M
Compound Planning, Inc. 1.02% Reduce -3.3% 48,226 $11.0M
Sage Mountain Advisors LLC 1.13% Reduce -2.5% 47,616 $10.9M
Agate Pass Investment Management, LLC 5.78% Add +5.4% 47,136 $10.8M
GoalFusion Wealth Management, LLC 6.86% Add +1.2% 47,095 $10.8M
Venture Visionary Partners LLC 0.51% Reduce -9.3% 47,014 $10.7M
VestGen Investment Management 3.24% Reduce -2.0% 46,709 $10.7M
Financial Engines Advisors L.L.C. 0.02% Add +6.1% 46,619 $10.7M
Condor Capital Management 1.04% Add +4.6% 46,573 $10.6M
Noble Family Wealth, LLC 3.02% Add +28.5% 46,321 $10.6M
Wedmont Private Capital 0.77% Add +3.5% 46,995 $10.6M
McAdam, LLC 0.68% Add +5.6% 46,289 $10.6M
Bartlett & Co. Wealth Management LLC 0.16% Reduce -0.3% 46,228 $10.6M
Aries Wealth Management 3.36% Add +2.6% 45,667 $10.4M
Rossmore Private Capital 1.36% Add +0.5% 45,531 $10.4M
Petredis Investment Advisors LLC 1.25% Add +1.4% 45,457 $10.4M
Focus Partners Advisor Solutions, LLC 0.30% Reduce -11.1% 45,430 $10.4M
High Note Wealth, LLC 3.38% Add +8.3% 45,425 $10.4M
Johnson Investment Counsel Inc. 0.11% Add +0.2% 45,414 $10.4M
Chilton Capital Management LLC 0.49% Add +19.1% 45,074 $10.3M
Arbor Wealth Advisors LLC 9.70% Add +0.3% 44,941 $10.3M
Institutional & Family Asset Management, LLC 1.64% Add +53.2% 44,758 $10.2M
Roberts Wealth Advisors, LLC 3.81% Add +4.8% 47,697 $10.2M
First Manhattan Co. Llc. 0.03% Reduce -2.8% 44,203 $10.1M
Fee-Only Financial Planning, L.C. 6.82% Reduce -1.0% 44,205 $10.1M
Spectrum Financial Alliance Ltd LLC 3.94% Add +0.4% 44,202 $10.1M
Concourse Financial Group Securities, Inc. 0.65% Add +33.9% 44,194 $10.1M
Monterey Private Wealth, Inc. 4.05% Add +8.3% 44,153 $10.1M
Capital Planning LLC 3.28% Add +8.1% 43,993 $10.1M
Ameritas Advisory Services, LLC 0.41% Add +84.2% 44,998 $10.0M
Compass Ion Advisors, LLC 1.44% Reduce -1.6% 43,783 $10.0M
Single Point Partners, LLC 2.32% Reduce -2.4% 43,625 $10.0M
Clarity Wealth Advisors, LLC 3.34% Add +2.5% 43,273 $9.9M
Steph & Co. 3.39% Add +2.4% 43,118 $9.9M
First National Corp. /Ma/ 2.42% No change 46,149 $9.8M
Redwood Investment Management, LLC 0.93% Add +0.0% 42,813 $9.8M
Evolution Wealth Advisors, LLC 1.86% Reduce -0.4% 42,417 $9.7M
TD Capital Management LLC 1.03% Add +0.1% 42,407 $9.7M
Parkside Advisors LLC 2.49% Add +5.0% 42,350 $9.7M
Exencial Wealth Advisors, LLC 0.36% Reduce -0.3% 42,206 $9.6M
CSM Advisors, LLC 0.63% Add +21.1% 41,626 $9.5M
Halpern Financial, Inc. 2.75% Add +3.0% 42,291 $9.5M
NORTHSTAR ASSET MANAGEMENT Co 2.33% Add +2.0% 41,309 $9.4M
O'shaughnessy Asset Management, LLC 0.10% Add +1.6% 41,285 $9.4M
Lazard Asset Management LLC 0.01% No change 41,218 $9.4M
Focused Wealth Management, Inc 1.47% Add +5.7% 41,149 $9.4M
Vawter Financial, Ltd. 6.82% Add +2.4% 41,092 $9.4M
O'Connor Financial Group LLC 5.60% Reduce -15.9% 41,082 $9.4M
Proquility Private Wealth Partners, LLC 3.20% Add +15.0% 40,879 $9.3M
Cherry Tree Wealth Management, LLC 2.34% Add +4.7% 40,786 $9.3M
Kathmere Capital Management, LLC 1.06% Add +6.1% 40,673 $9.3M
Circle Wealth Management, LLC 0.23% Reduce -31.0% 40,671 $9.3M
Bray Capital Advisors 2.36% Add +0.0% 40,646 $9.3M
McIlrath & Eck, LLC 1.47% Add +191.2% 40,636 $9.3M
Beacon Financial Strategies CORP 6.65% Add +2.0% 40,346 $9.2M
Compass Financial Group, Inc. 4.91% Reduce -0.1% 40,304 $9.2M
OneAscent Financial Services LLC 1.01% Add +26.7% 40,048 $9.2M
J.W. Cole Advisors, Inc. 0.46% Add +47.7% 40,019 $9.1M
Ashton Thomas Private Wealth, LLC 0.52% Add +4.2% 39,970 $9.1M
SVB Wealth LLC 0.20% Add +28.6% 39,642 $9.1M
Bear Mountain Capital, Inc. 3.89% Reduce -5.4% 42,697 $9.0M
Kearns & Associates LLC 6.98% Add +9.1% 39,416 $9.0M
Gray Wealth Management Inc. 4.02% Add +1.3% 39,400 $9.0M
Frontier Asset Management, LLC 3.30% Reduce -2.3% 39,280 $9.0M
Culbertson A N & Co. Inc. 1.54% Add +0.9% 38,970 $8.9M
Lokken Investment Group LLC 4.42% Add +48.4% 38,828 $8.9M
Ballentine Partners, LLC 0.17% Add +4.9% 38,762 $8.9M
Principal Securities, Inc. 0.28% Add +9.5% 38,637 $8.8M
Florida Trust Wealth Management Co 0.30% Add +2.3% 38,463 $8.8M
Peddock Capital Advisors, LLC 2.30% Add +12.9% 38,386 $8.8M
Empower Advisory Group, LLC 0.03% Reduce -4.0% 38,275 $8.7M
Smith & Howard Wealth Management, LLC 2.70% Reduce -4.6% 38,152 $8.7M
OneDigital Investment Advisors LLC 0.14% Add +10.1% 38,085 $8.7M
Webster Bank, N. A. 0.97% Reduce -11.8% 37,824 $8.6M
Hoylecohen, LLC 0.66% Reduce -0.1% 37,801 $8.6M
Allworth Financial LP 0.06% Reduce -1.2% 37,676 $8.6M
Caprock Group, LLC 0.49% Add +6.7% 37,634 $8.6M
Trust Co of the South 1.98% Add +38.9% 37,568 $8.6M
Nicolet Advisory Services, LLC 0.86% Reduce -13.9% 37,601 $8.5M
Kestra Private Wealth Services, LLC 0.19% Reduce -0.9% 36,893 $8.4M
Empowered Funds, LLC 0.15% Reduce -73.3% 36,790 $8.4M
Aspiriant, LLC 0.35% Add +19.1% 36,617 $8.4M
Sand Hill Global Advisors, LLC 0.39% Reduce -3.5% 36,338 $8.3M
Benchmark Wealth Management, LLC 4.50% Add +0.2% 36,090 $8.2M
Bond & Devick Financial Network, Inc. 4.44% Add +0.5% 35,834 $8.2M
Family Investment Center, Inc. 2.63% Reduce -12.3% 35,776 $8.2M
WESCAP Management Group, Inc. 2.37% Reduce -1.4% 35,740 $8.2M
Evergreen Capital Management LLC 0.31% Add +14.2% 35,697 $8.2M
JDM Financial Group LLC 5.94% Add +9.8% 35,663 $8.2M
GeoWealth Management, LLC 0.32% Add +13049.8% 35,636 $8.1M
DORVAL Corp 3.76% Add +0.6% 37,007 $8.1M
Bailard, Inc. 0.22% No change 35,382 $8.1M
Waller Financial Planning Group, Inc. 2.14% Reduce -3.9% 35,213 $8.0M
Fonville Wealth Management LLC 3.56% Add +7.9% 35,175 $8.0M
Curran Financial Partners, LLC 2.76% Add +5.4% 34,749 $7.9M
Warwick Investment Management, Inc. 1.90% Reduce -30.4% 34,731 $7.9M
Praetorian Wealth Management, Inc. 2.12% Reduce -1.2% 34,728 $7.9M
Harbor Advisory Corp. 2.69% Add +0.8% 34,634 $7.9M
SageView Advisory Group, LLC 0.40% Reduce -16.9% 22,869 $7.9M
Sandy Cove Advisors, LLC 3.62% Add +2.0% 34,332 $7.8M
Gilman Hill Asset Management, LLC 1.40% Add +30.1% 34,194 $7.8M
Apella Capital, LLC 0.39% Add +22.6% 34,505 $7.8M
Hoge Financial Services, LLC 6.32% Add +14.4% 33,850 $7.7M
Ratio Wealth Group 1.44% Add +4.0% 33,842 $7.7M
Auto-Owners Insurance Co 0.20% No change 33,598 $7.7M
First Heartland Consultants, Inc. 0.80% Add +4.8% 33,519 $7.7M
Arkos Global Advisors 1.27% Reduce -2.7% 33,453 $7.6M
Axiom Financial Strategies, LLC 4.84% Reduce -0.9% 33,268 $7.6M
Capital Group Private Client Services, Inc. 0.08% Add +179.3% 32,937 $7.5M
Brick & Kyle, Associates 3.35% Add +125.9% 33,577 $7.5M
Crestwood Advisors Group, LLC 0.16% Add +6.3% 32,718 $7.5M
Logan Capital Management Inc. 0.32% Add +0.3% 32,509 $7.4M
Annapolis Financial Services, LLC 2.43% Reduce -1.9% 32,272 $7.4M
Ancora Advisors LLC 0.17% Add +13.9% 32,230 $7.4M
Global Retirement Partners, LLC 0.27% Add +0.3% 31,965 $7.3M
Chesley Taft & Associates LLC 0.37% Add +1.4% 31,874 $7.3M
Howard Wealth Management, LLC 5.91% Add +0.3% 31,769 $7.3M
Black Diamond Financial, LLC 1.96% No change 34,008 $7.3M
Brooklyn FI, LLC 2.98% Add +7.2% 31,677 $7.2M
Johnson Bixby & Associates, LLC 1.25% Reduce -1.1% 31,541 $7.2M
Oldfather Financial Services, LLC 2.96% Add +0.1% 31,447 $7.2M
Waverly Advisors, LLC 0.17% Add +57.3% 31,354 $7.2M
Cornerstone National Bank & Trust Co 3.59% Add +8.5% 31,186 $7.1M
Fi3 FINANCIAL ADVISORS, LLC 3.27% Reduce -10.6% 32,491 $7.1M
Greytown Advisors Inc. 4.00% Reduce -8.4% 31,062 $7.1M
TD Private Client Wealth LLC 0.23% Add +16.5% 30,934 $7.1M
Focus Partners Wealth 0.06% Add +4.0% 30,822 $7.0M
Latigo Investments, LLC 3.59% Add +0.3% 30,671 $7.0M
Manchester Capital Management LLC 0.86% Reduce -1.4% 30,652 $7.0M
Dynasty Wealth Management, LLC 0.22% — 30,610 $7.0M
Edge Capital Group, LLC 0.34% Add +0.8% 30,203 $6.9M
Fishman Jay A Ltd. 0.76% Reduce -7.0% 30,166 $6.9M
NorthCoast Asset Management LLC 0.09% Add +11.0% 30,120 $6.9M
Leeward Financial Partners, LLC 2.91% Add +8.7% 30,074 $6.9M
TriaGen Wealth Management LLC 2.85% Add +11.3% 30,047 $6.9M
Cambridge Advisors Inc. 1.61% No change 29,960 $6.8M
Capital Management Associates, Inc 5.03% Add +1.3% 29,879 $6.8M
Haverford Trust Co 0.07% Reduce -4.9% 29,701 $6.8M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.80% Reduce -31.8% 29,650 $6.8M
Wells Financial Advisors INC 4.61% Reduce -2.7% 29,587 $6.8M
Nwam LLC 0.54% Reduce -17.2% 29,979 $6.7M
Pinion Investment Advisors, LLC 3.48% Add +18.1% 29,300 $6.7M
Caliber Wealth Management, LLC 3.55% Add +3.3% 29,228 $6.7M
Old Mission Investment Co LLC 2.21% Reduce -4.1% 28,938 $6.6M
Abacus Planning Group, Inc. 1.29% Add +0.9% 28,884 $6.6M
NavPoint Financial, Inc. 5.72% Reduce -5.2% 28,769 $6.6M
Rwa Wealth Partners, LLC 0.09% Add +50.0% 28,352 $6.5M
Rehmann Capital Advisory Group 0.48% Reduce -0.5% 28,271 $6.5M
Visionary Wealth Advisors 0.43% Reduce -11.6% 27,810 $6.4M
Waypoint Capital Advisors, LLC 1.66% Add +5.8% 27,702 $6.3M
Evercore Wealth Management, LLC 0.10% Reduce -3.8% 27,638 $6.3M
Penney Financial, LLC 4.65% Add +4.9% 27,530 $6.3M
Financial Counselors Inc. 0.11% Add +0.8% 27,520 $6.3M
Raymond James Trust N.A. 0.15% Add +6.6% 27,416 $6.3M
Valmark Advisers, Inc. 0.11% Add +3.3% 27,385 $6.3M
Evolution Advisers, Inc. 3.65% Add +0.9% 27,051 $6.2M
Integrated Advisors Network LLC 0.32% Add +21.1% 27,045 $6.2M
Better Money Decisions, LLC 4.85% Reduce -21.4% 26,747 $6.1M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.62% Reduce -1.9% 26,748 $6.1M
Sawgrass Asset Management LLC 0.67% Add +10.8% 26,685 $6.1M
Cozad Asset Management Inc. 0.63% Add +1.6% 26,622 $6.1M
Petix & Botte Co 1.51% Add +81.9% 26,621 $6.1M
Ruggaard & Associates LLC 2.86% Add +7.0% 26,313 $6.0M
Quest Investment Management LLC 0.67% Reduce -7.7% 26,191 $6.0M
Bokf, NA 0.11% Add +20.2% 26,350 $6.0M
Family Wealth Partners, LLC 3.37% Reduce -9.6% 26,027 $5.9M
QRG Capital Management, Inc. 0.07% Add +1.6% 25,786 $5.9M
Larson Financial Group LLC 0.46% Add +3.6% 25,770 $5.9M
Galvin, Gaustad & Stein, LLC 0.55% Reduce -2.2% 25,628 $5.9M
Asset Planning Corporation 4.27% Reduce -48.5% 25,613 $5.9M
Beirne Wealth Consulting Services, LLC 2.48% Add +604.5% 25,574 $5.8M
Laird Norton Wetherby Trust Company, LLC 0.79% No change 25,552 $5.8M
McNamara Financial Services, Inc. 1.25% Add +0.6% 25,536 $5.8M
Performance Wealth Partners, LLC 0.24% Reduce -36.1% 25,520 $5.8M
D'Orazio & Associates, Inc. 0.94% Reduce -28.6% 25,454 $5.8M
Stratos Wealth Advisors, LLC 0.34% Add +1.8% 25,411 $5.8M
Private Portfolio Partners LLC 1.20% Add +0.6% 25,249 $5.8M
Ameritas Investment Partners, Inc. 0.20% Add +7.1% 25,217 $5.8M
First Merchants Corp. 0.43% Reduce -1.6% 25,005 $5.7M
First PREMIER Bank 1.51% Reduce -6.5% 24,967 $5.7M
Nuveen Asset Management, LLC 0.00% Reduce -11.7% 24,930 $5.7M
Brightwater Advisory LLC 4.57% Add +1.9% 24,907 $5.7M
Mutual Advisors, LLC 0.18% Reduce -18.8% 24,457 $5.6M
Walkner Condon Financial Advisors LLC 1.19% Add +2.6% 24,449 $5.6M
Rareview Capital LLC 5.49% Add +13.3% 24,416 $5.6M
Salomon & Ludwin, LLC 0.48% Add +10.3% 24,394 $5.6M
Grove Bank & Trust 0.94% Add +3.7% 24,335 $5.6M
Farrell Financial LLC 4.53% Add +5.2% 24,193 $5.5M
Parker Financial LLC 3.12% Reduce -2.9% 23,932 $5.5M
Bernardo Wealth Planning LLC 1.52% Add +24.8% 23,905 $5.5M
WASHINGTON TRUST Co 0.20% Add +3.8% 23,882 $5.5M
Cadent Capital Advisors, LLC 2.17% Add +0.1% 23,733 $5.4M
Headinvest, LLC 1.06% Add +11.2% 23,721 $5.4M
American Investment Services, Inc. 0.96% Add +1.3% 23,653 $5.4M
Cwm, LLC 0.03% Add +8.2% 23,604 $5.4M
White Lighthouse Investment Management Inc. 1.10% Add +2.9% 23,599 $5.4M
Prudential Financial Inc. 0.01% Reduce -1.4% 23,560 $5.4M
Wambolt & Associates, LLC 1.61% Add +135.6% 23,649 $5.4M
Bay Harbor Wealth Management, LLC 1.92% Reduce -1.7% 23,356 $5.3M
Dunhill Financial, LLC 3.92% Add +8.8% 23,158 $5.3M
Mill Creek Capital Advisors, LLC 0.14% Reduce -6.4% 22,837 $5.2M
Aptus Capital Advisors, LLC 0.11% Add +185.2% 22,798 $5.2M
Snowden Capital Advisors LLC 0.16% Reduce -13.2% 22,715 $5.2M
Cypress Wealth Services, LLC 1.21% Reduce -0.8% 22,686 $5.2M
Lane & Associates LLC 3.26% Reduce -2.3% 22,660 $5.2M
Proffitt & Goodson Inc. 0.92% Reduce -3.0% 22,641 $5.2M
Mitchell McLeod Pugh & Williams Inc. 1.24% Add +2.3% 22,540 $5.2M
Hartline Investment Corp./ 0.90% New 22,460 $5.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.90% Reduce -8.1% 22,460 $5.1M
Advisor OS, LLC 0.59% Add +1.3% 22,407 $5.1M
Cedar Brook Financial Partners, LLC 1.01% Add +21.2% 22,289 $5.1M
Greenhouse Wealth Management, LLC 3.81% Reduce -0.8% 22,218 $5.1M
Sovereign Financial Group, Inc. 1.35% Add +5.3% 22,201 $5.1M
Prepared Retirement Institute LLC 3.78% Reduce -11.4% 22,150 $5.1M
Colony Family Offices, LLC 1.64% Add +12.9% 22,139 $5.1M
PFG Investments, LLC 0.30% Add +266.7% 22,048 $5.0M
Connectus Wealth, LLC 0.14% Add +0.4% 22,003 $5.0M
Essex Financial Services, Inc. 0.46% Add +0.9% 21,933 $5.0M
Aveo Capital Partners, LLC 0.55% Add +14.4% 22,878 $5.0M
LongView Wealth Management 1.97% Reduce -4.6% 21,754 $5.0M
BluePointe Capital Management, LLC 3.41% Add +18.2% 21,728 $5.0M
Continuum Advisory, LLC 0.74% Add +1.1% 22,224 $5.0M
Ramiah Investment Group 4.65% Add +6.3% 21,627 $4.9M
Index Fund Advisors, Inc. 0.27% Add +0.1% 21,573 $4.9M
Soundmark Wealth Management, LLC 2.19% Add +17.8% 21,550 $4.9M
One Capital Management, LLC 0.18% Add +1.4% 21,550 $4.9M
Prospera Financial Services Inc 0.15% Reduce -0.5% 21,366 $4.9M
Advisory Services Network, LLC 0.11% Add +1.6% 21,373 $4.9M
Dagco, Inc. 2.22% New 21,317 $4.9M
Financial Futures Ltd Liability Co. 3.22% Add +7.3% 21,270 $4.9M
Quaker Wealth Management, LLC 1.97% New 21,231 $4.9M
Stage Harbor Financial, LLC 4.40% Reduce -1.1% 21,175 $4.8M
United Bank 0.57% Add +1.2% 21,007 $4.8M
Newton One Investments LLC 2.11% Reduce -1.2% 20,967 $4.8M
Fifth Third Wealth Advisors LLC 0.75% Add +529.0% 20,960 $4.8M
Cabot-Wellington, LLC 1.85% No change 20,868 $4.8M
Waycross Investment Management Co 4.44% Add +9.7% 20,861 $4.8M
Wealthcare Advisory Partners LLC 0.16% Reduce -6.9% 20,833 $4.8M
Martel Wealth Advisors LLC 1.03% Reduce -4.3% 20,773 $4.7M
Certified Advisory Corp 0.66% Reduce -0.6% 20,727 $4.7M
Pathway Financial Advisors LLC 1.28% Reduce -0.3% 20,702 $4.7M
Aspire Private Capital, LLC 1.24% Add +5.8% 20,642 $4.7M
Townsquare Capital LLC 0.07% Add +156.4% 20,630 $4.7M
Cary Street Partners Investment Advisory LLC 0.20% Add +12.1% 20,562 $4.7M
Fifth Third Securities, Inc. 0.45% Add +0.3% 20,491 $4.7M
Texas Yale Capital Corp. 0.21% Add +4.4% 20,379 $4.7M
Balanced Wealth Group LLC 2.07% Add +9.5% 20,791 $4.6M
Gill Capital Partners, LLC 1.87% Add +14.8% 21,707 $4.6M
Arcadia Wealth Management, LLC 2.84% Add +7.4% 20,185 $4.6M
Freestone Capital Holdings, LLC 0.17% Add +8.6% 20,011 $4.6M
Sigma Planning Corp 0.14% Add +169.0% 19,984 $4.6M
Roundview Capital LLC 0.37% Add +2.7% 19,867 $4.5M
Summit Wealth Partners, LLC 0.96% Reduce -2.4% 19,726 $4.5M
AQR Capital Management 0.01% New 19,725 $4.5M
Thrive Wealth Management, LLC 0.93% Reduce -17.8% 19,646 $4.5M
Asset Dedication, LLC 0.33% Add +561.9% 19,731 $4.5M
Jmac Enterprises LLC 0.83% Add +2.2% 19,590 $4.5M
JMG Financial Group, Ltd. 0.17% Reduce -2.3% 19,588 $4.5M
Mackenzie Financial Corp. 0.01% Add +17.3% 19,579 $4.5M
Wilson & Boucher Capital Management, LLC 3.52% Reduce -0.6% 19,562 $4.5M
Concurrent Investment Advisors, LLC 0.18% Reduce -11.4% 19,498 $4.5M
RW Investment Management LLC 0.62% Reduce -6.8% 19,454 $4.4M
Simon Quick Advisors, LLC 0.33% Add +0.3% 19,419 $4.4M
IFG Advisors, LLC 1.15% Add +0.9% 19,418 $4.4M
WP Advisors, LLC 1.46% Add +13.3% 19,405 $4.4M
Summit Global Investments 0.33% Reduce -51.2% 19,363 $4.4M
Topel & Distasi Wealth Management, LLC 1.95% Add +0.3% 19,247 $4.4M
Prosperitas Financial LLC 2.78% Add +3.7% 18,960 $4.3M
Michelson Medical Research Foundation, Inc. 2.62% No change 18,910 $4.3M
Commerce Bank 0.03% Add +1.4% 18,883 $4.3M
Ti-Trust, Inc. 3.17% Add +1.8% 18,872 $4.3M
Sage Financial Group Inc. 0.39% Reduce -7.5% 18,850 $4.3M
James J. Burns & Company, LLC 1.50% Reduce -25.8% 19,216 $4.3M
Baron Silver Stevens Financial Advisors, LLC 0.83% Add +3.8% 18,705 $4.3M
Gleason Group, Inc. 0.89% Reduce -0.4% 18,615 $4.3M
Beacon Financial Planning, Inc. 2.97% Add +9.7% 18,593 $4.3M
PAX Financial Group, LLC 0.85% Reduce -4.4% 18,572 $4.2M
Sandy Spring Bank 0.19% Add +9.0% 18,482 $4.2M
Bridgewealth Advisory Group, LLC 2.06% Add +101.7% 18,414 $4.2M
Carmichael Hill & Associates, Inc. 1.73% Add +5.3% 18,377 $4.2M
Roble, Belko & Company, Inc 0.72% Add +1.8% 18,287 $4.2M
Lindbrook Capital, LLC 0.39% Reduce -14.9% 18,210 $4.2M
Prime Capital Investment Advisors, LLC 0.06% Add +1.1% 18,204 $4.2M
Peterson Wealth Advisors, LLC 0.88% Reduce -0.4% 18,174 $4.2M
Moneco Advisors, LLC 0.66% Add +10.9% 18,163 $4.2M
Nadler Financial Group, Inc. 0.51% Add +0.4% 18,136 $4.1M
Washington Trust Bank 0.39% Add +1.0% 18,082 $4.1M
Farmers & Merchants Investments Inc. 0.14% No change 18,045 $4.1M
S.A. Mason LLC 2.47% Add +1.5% 17,980 $4.1M
Optimist Retirement Group LLC 2.10% Add +3.3% 17,904 $4.1M
Mokosak Advisory Group, LLC 1.35% Add +0.2% 17,896 $4.1M
Mesirow Financial Investment Management, Inc. 0.09% Reduce -4.7% 17,817 $4.1M
First Bancorp, Inc 3.07% Reduce -4.1% 17,746 $4.1M
Flputnam Investment Management Co. 0.09% Add +3.1% 17,682 $4.0M
Allen Mooney & Barnes Investment Advisors LLC 0.78% Reduce -2.3% 18,295 $4.0M
Regal Investment Advisors LLC 0.28% Add +3.7% 17,654 $4.0M
Keeley-Teton Advisors, LLC 0.50% Add +10.5% 17,646 $4.0M
Keystone Financial Group 0.59% Add +3.0% 17,562 $4.0M
Frazier Financial Advisors, LLC 3.26% Add +0.9% 17,388 $4.0M
Optas, LLC 1.08% Reduce -21.7% 17,385 $4.0M
Calamos Wealth Management LLC 0.23% No change 17,345 $4.0M
Mystic Asset Management, Inc. 1.64% Add +0.0% 17,342 $4.0M
Financial Freedom, LLC 2.34% Reduce -1.1% 17,310 $4.0M
Cornerstone Wealth Management, LLC 0.32% Reduce -5.0% 17,192 $3.9M
RiverGlades Family Offices LLC 3.13% Add +1.0% 17,582 $3.9M
PFG Advisors 0.29% Add +2.2% 17,171 $3.9M
Clayton Financial Group LLC 1.78% Add +12.3% 17,121 $3.9M
Connable Office Inc. 0.44% Reduce -10.0% 17,054 $3.9M
BIP Wealth, LLC 0.28% Add +9.5% 17,029 $3.9M
KFA Private Wealth Group, LLC 1.19% Add +5.5% 16,766 $3.8M
Thoroughbred Financial Services, LLC 0.37% Reduce -9.9% 16,755 $3.8M
Orrstown Financial Services Inc. 2.13% Add +118.2% 16,722 $3.8M
Citadel Advisors 0.00% New 16,609 $3.8M
Mayport, LLC 1.45% Add +1.1% 16,588 $3.8M
MY Wealth Management Inc. 4.16% Reduce -13.6% 16,517 $3.8M
Harbour Investments, Inc. 0.13% Add +9.8% 16,336 $3.7M
Main Street Financial Solutions, LLC 0.40% Reduce -45.7% 16,327 $3.7M
Wealth Alliance, LLC 0.49% Reduce -2.0% 16,255 $3.7M
Wbi Investments, LLC 0.77% Reduce -67.8% 16,190 $3.7M
First Horizon Advisors, Inc. 0.11% Reduce -5.8% 16,093 $3.7M
Magnus Financial Group LLC 0.44% Reduce -2.5% 16,058 $3.7M
One Day In July LLC 0.49% Add +1.4% 16,000 $3.7M
Checchi Capital Advisers, LLC 0.28% Reduce -12.0% 15,913 $3.6M
Avior Wealth Management, LLC 0.17% Add +58.5% 16,002 $3.6M
Financial Insights, Inc. 1.04% Reduce -11.7% 15,889 $3.6M
Waldron Private Wealth LLC 0.16% No change 15,830 $3.6M
Sensible Financial Planning & Management, LLC. 0.80% Add +9.8% 15,820 $3.6M
Mycio Wealth Partners, LLC 0.91% Add +0.1% 15,751 $3.6M
Ironwood Investment Counsel, LLC 0.63% Reduce -4.0% 15,716 $3.6M
RTD Financial Advisors, Inc. 0.48% Reduce -6.9% 15,662 $3.6M
STAR Financial Bank 3.04% Add +1.5% 15,546 $3.6M
Stephens Consulting, LLC 1.09% Add +2.5% 15,532 $3.6M
Meeder Advisory Services, Inc. 0.36% Add +5.8% 15,385 $3.5M
Kingswood Wealth Advisors, LLC 0.41% Reduce -31.3% 15,374 $3.5M
Graypoint LLC 0.25% Reduce -6.4% 15,323 $3.5M
Simmons Bank 0.26% Reduce -2.9% 15,281 $3.5M
Keybank National Association 0.01% Add +2.1% 15,196 $3.5M
Benedetti & Gucer, Inc. 1.72% Add +3.1% 15,131 $3.5M
Anderson Hoagland & Co. 0.39% Add +2.6% 15,655 $3.5M
Pinnacle Financial Partners Inc 0.07% Add +178.2% 15,091 $3.4M
Paulson Wealth Management Inc. 1.01% Reduce -7.3% 15,066 $3.4M
Consolidated Portfolio Review Corp 0.90% Reduce -4.0% 15,016 $3.4M
Beacon Bridge Wealth Partners, LLC 1.62% Reduce -30.6% 15,015 $3.4M
Lynch Asset Management, Inc. 1.61% No change 15,000 $3.4M
Warner Financial, Inc. 1.72% Add +5.9% 14,987 $3.4M
Claro Advisors Inc. 0.60% Reduce -6.7% 14,976 $3.4M
Integral Investment Advisors, Inc. 1.41% New 14,975 $3.4M
MAS Advisors LLC 3.93% Add +0.3% 14,881 $3.4M
Fiduciary Family Office, LLC 1.33% Add +52.0% 14,869 $3.4M
Courier Capital LLC 0.24% Add +0.0% 14,736 $3.4M
Gradient Capital Advisors, LLC 1.24% Add +0.1% 14,735 $3.4M
Pinnacle Financial Group, LLC / IL 1.47% Add +3.7% 14,687 $3.4M
StoneX Group Inc. 0.30% Reduce -18.0% 14,640 $3.3M
Taylor & Morgan Wealth Management, LLC 2.46% No change 14,637 $3.3M
Old North State Wealth Management, LLC 2.18% Reduce -2.5% 14,570 $3.3M
Glass Jacobson Investment Advisors llc 1.25% Add +3.2% 14,583 $3.3M
Mather Group, Llc. 0.05% Reduce -7.4% 15,616 $3.3M
Sepio Capital, LP 0.29% Add +0.1% 14,572 $3.3M
Dakota Wealth Management 0.08% Add +4.2% 14,560 $3.3M
CoreCap Advisors, LLC 0.18% Add +3.5% 14,512 $3.3M
Ieq Capital, LLC 0.05% Add +12.1% 14,378 $3.3M
Ausdal Financial Partners, Inc. 0.38% Add +3.4% 14,323 $3.3M
Strategic Blueprint, LLC 0.23% Reduce -7.3% 14,276 $3.3M
Financial Advisory Partners, LLC 1.26% Reduce -14.5% 14,266 $3.3M
waypoint wealth counsel 2.50% Reduce -0.6% 14,205 $3.2M
Independent Financial Group, LLC 0.15% Reduce -10.8% 14,196 $3.2M
DAVENPORT & Co LLC 0.02% Reduce -4.7% 14,194 $3.2M
Great Point Wealth Advisors, LLC 0.76% No change 14,192 $3.2M
Ascent Group, LLC 0.28% Add +0.6% 14,104 $3.2M
Synovus Financial Corp. 0.04% Add +3.3% 14,075 $3.2M
Semmax Financial Advisors Inc. 1.06% Add +12.5% 14,417 $3.2M
Meridian Financial Advisors, LLC 2.40% Add +0.4% 14,052 $3.2M
Cambridge Capital Management, LLC 2.51% Add +3.0% 14,013 $3.2M
Jacobsen Capital Management 1.48% New 14,001 $3.2M
Modus Advisors, LLC 1.18% Reduce -18.9% 13,949 $3.2M
Greenwich Wealth Management LLC 0.25% Add +2.6% 13,936 $3.2M
Roth Financial Partners LLC 1.40% Add +3.6% 13,865 $3.2M
Narus Financial Partners, LLC 1.35% Add +5.2% 13,852 $3.2M
Goelzer Investment Management, Inc. 0.18% Reduce -7.8% 13,826 $3.2M
HBC Financial Services, PLLC 2.14% Reduce -0.6% 14,747 $3.2M
FinDec Wealth Services, Inc. 1.98% Reduce -0.6% 13,766 $3.1M
Kennicott Capital Management LLC 1.39% No change 13,742 $3.1M
Elevated Capital Advisors, LLC 0.90% Add +1.9% 13,718 $3.1M
Frank, Rimerman Advisors LLC 0.60% Reduce -0.8% 13,716 $3.1M
Heritage Trust Co 0.42% No change 13,641 $3.1M
Highland Capital Management, LLC 0.18% Reduce -7.6% 13,629 $3.1M
Bragg Financial Advisors, Inc 0.14% Reduce -0.6% 13,608 $3.1M
Mgo One Seven LLC 0.16% Add +6.2% 13,604 $3.1M
West Financial Advisors, LLC 0.67% Reduce -4.7% 13,593 $3.1M
SOL Capital Management CO 0.39% Reduce -1.9% 13,568 $3.1M
Objective Capital Management, LLC 2.09% Reduce -0.7% 13,536 $3.1M
SOA Wealth Advisors, LLC. 0.64% Add +0.9% 13,529 $3.1M
General Partner, Inc. 1.94% No change 13,500 $3.1M
Accredited Investors Inc. 0.20% Add +0.5% 13,474 $3.1M
Great Lakes Advisors, LLC 0.03% Add +1.4% 13,421 $3.1M
Wade Financial Advisory, Inc 1.12% Reduce -0.9% 13,421 $3.1M
McKinley Carter Wealth Services, Inc. 0.20% Reduce -15.1% 13,243 $3.0M
Sowell Financial Services LLC 0.14% Reduce -24.1% 13,188 $3.0M
Investment Research & Advisory Group, Inc. 1.38% Reduce -7.0% 13,148 $3.0M
Paragon Capital Management Inc. 2.24% New 13,112 $3.0M
Fidelis Capital Partners, LLC 0.45% Add +36.1% 13,102 $3.0M
Verum Partners LLC 1.06% Reduce -2.0% 13,013 $3.0M
First Financial Corp. 1.51% Add +3.7% 13,011 $3.0M
Valtinson Bruner Financial Planning LLC 1.26% Add +34.8% 12,952 $3.0M
Watts Gwilliam & Co., LLC 0.91% — 13,146 $3.0M
Dorsey & Whitney Trust CO LLC 0.20% Reduce -0.7% 12,931 $3.0M
Lake Street Advisors Group, LLC 0.14% Add +0.7% 12,891 $2.9M
Brand Asset Management Group, Inc. 1.27% Add +0.2% 12,868 $2.9M
PCA Investment Advisory Services Inc. 1.65% Add +4.9% 12,844 $2.9M
Wesbanco Bank Inc. 0.11% Add +25.4% 12,778 $2.9M
SigFig Wealth Management, LLC 0.11% Reduce -12.4% 12,774 $2.9M
Phillips Financial Management, LLC 0.24% Reduce -0.5% 12,734 $2.9M
Welch & Forbes LLC 0.04% Reduce -1.8% 12,664 $2.9M
Sequoia Financial Advisors, LLC 0.04% Add +3.8% 12,647 $2.9M
Acorn Wealth Advisors, LLC 1.51% Add +6.6% 12,620 $2.9M
Bridges Investment Management Inc. 0.09% No change 12,577 $2.9M
Mosaic Advisors LLC 2.34% Add +0.3% 12,550 $2.9M
Level Four Advisory Services, LLC 0.16% No change 13,437 $2.9M
CWA Asset Management Group, LLC 0.17% Add +2.5% 12,529 $2.9M
Edmond DE Rothschild Holding S.A. 0.05% No change 12,500 $2.9M
Capital Advantage, Inc. 0.58% New 12,812 $2.9M
First United Bank & Trust 1.05% Add +5.2% 12,404 $2.8M
Focus Financial Network, Inc. 0.14% — 13,453 $2.8M
Alesco Advisors, LLC, An ESL Co 0.09% Reduce -1.2% 12,402 $2.8M
Trinity Financial Advisors LLC 1.28% Add +2.1% 12,396 $2.8M
REAP Financial Group, LLC 0.78% Reduce -4.7% 12,358 $2.8M
Smith, Moore & Co. 0.30% Reduce -2.3% 12,333 $2.8M
IFP Advisors, Inc 0.12% Reduce -5.6% 12,235 $2.8M
Rebalance, LLC 0.23% Reduce -0.3% 12,194 $2.8M
MA Private Wealth 0.56% Reduce -15.0% 12,158 $2.8M
MBB Public Markets I LLC 0.18% Add +1.1% 12,132 $2.8M
Kathleen S. Wright Associates Inc. 1.30% Reduce -2.3% 12,111 $2.8M
Cranbrook Wealth Management, LLC 0.70% Reduce -7.6% 12,079 $2.8M
West Bancorporation Inc. 1.81% Reduce -21.7% 12,050 $2.8M
Marble Harbor Investment Counsel, LLC 0.32% Add +1.7% 12,017 $2.7M
Gibson Wealth Advisors LLC 2.64% — 11,963 $2.7M
Tompkins Financial Corp. 0.31% Add +7.9% 11,933 $2.7M
Monument Group Wealth Advisors, LLC 2.01% Reduce -10.1% 11,846 $2.7M
Octavia Wealth Advisors, LLC 0.40% Add +1.2% 11,796 $2.7M
Diversified Trust Co. 0.08% Add +25.7% 11,783 $2.7M
Fiera Capital Corp 0.01% No change 11,755 $2.7M
Sei Investments Co. 0.00% Add +5.8% 11,655 $2.7M
Procyon Advisors, LLC 0.21% Add +2.6% 11,654 $2.7M
Tanager Wealth Management LLP 0.43% Add +8.2% 11,640 $2.7M
Principle Wealth Partners LLC 0.21% Add +0.9% 11,627 $2.7M
Forte Capital LLC 0.33% Reduce -16.9% 11,625 $2.7M
Ariston Services Group 2.53% Reduce -0.7% 11,579 $2.6M
Coordinated Financial Services, Inc. 2.33% — 11,519 $2.6M
CWS Financial Advisors, LLC 1.08% Add +9.1% 11,516 $2.6M
TFC Financial Management, Inc. 0.47% Add +1.1% 11,474 $2.6M
N.E.W. Advisory Services LLC 0.29% Add +4.8% 11,431 $2.6M
Financial Advocates Investment Management 0.15% Reduce -1.4% 11,383 $2.6M
Flagstar Securities, Inc. 0.72% Reduce -1.5% 11,377 $2.6M
Gainplan LLC 1.26% Add +8.3% 11,356 $2.6M
Councilor Wealth, LLC 1.29% Reduce -0.3% 11,296 $2.6M
Wintrust Investments LLC 0.23% Add +0.1% 11,268 $2.6M
Klingman & Associates, LLC 0.18% Add +0.4% 11,232 $2.6M
Hummer Financial Advisory Services Inc 2.11% Add +1.5% 11,199 $2.6M
Stock Yards Bank & Trust Co. 0.08% Add +6.6% 11,193 $2.6M
Brighton Jones LLC 0.09% Add +2.3% 11,182 $2.6M
Graves Light Lenhart Wealth, Inc. 0.30% Reduce -0.9% 11,152 $2.5M
Evermay Wealth Management LLC 0.38% Reduce -1.6% 11,118 $2.5M
Williams Jones Wealth Management, LLC. 0.03% Reduce -12.8% 11,061 $2.5M
SkyOak Wealth, LLC 0.60% Add +0.5% 11,011 $2.5M
Berger Financial Group, Inc 0.21% Reduce -16.2% 10,986 $2.5M
Radnor Capital Management, LLC 0.43% Add +0.7% 10,934 $2.5M
Seven Post Investment Office LP 0.61% No change 10,918 $2.5M
Tortoise Investment Management, LLC 0.30% Add +0.1% 10,914 $2.5M
Boston Research & Management Inc. 0.61% Reduce -0.5% 10,886 $2.5M
Boyd Wealth Management, LLC 1.42% No change 10,864 $2.5M
SWP Financial LLC 1.73% Add +3.0% 10,779 $2.5M
Brickley Wealth Management 0.56% Reduce -2.1% 10,776 $2.5M
Moisand Fitzgerald Tamayo, LLC 0.38% Reduce -3.5% 10,764 $2.5M
Sfm, LLC 1.86% Reduce -1.3% 10,648 $2.4M
Cordant, Inc. 1.41% Reduce -8.0% 10,615 $2.4M
Highline Wealth Partners LLC 0.99% Add +11.1% 10,598 $2.4M
Apollon Wealth Management, LLC 0.08% Reduce -2.5% 10,537 $2.4M
Strategies Wealth Advisors, LLC 0.37% Reduce -0.2% 10,535 $2.4M
Embree Financial Group 0.47% Reduce -11.4% 10,511 $2.4M
BTC Capital Management, Inc. 0.22% — 10,491 $2.4M
Silver Oak Securities, Incorporated 0.37% Add +7.0% 10,486 $2.4M
Ridgewood Investments LLC 1.27% Add +5.7% 10,455 $2.4M
AdvisorNet Financial, Inc 0.23% Reduce -61.7% 10,430 $2.4M
Joseph P. Lucia & Associates, LLC 1.28% Add +0.5% 10,429 $2.4M
Elwood & Goetz Wealth Advisory Group, LLC 0.58% Reduce -1.0% 10,427 $2.4M
Traveka Wealth, LLC 1.10% No change 10,376 $2.4M
Vontobel Holding Ltd. 0.02% Reduce -3.6% 10,291 $2.4M
Viewpoint Capital Management LLC 1.49% No change 10,280 $2.3M
MassMutual Private Wealth & Trust, FSB 0.07% Reduce -2.0% 10,280 $2.3M
Fort Point Capital Partners LLC 0.32% Reduce -2.5% 10,191 $2.3M
Wiser Advisor Group LLC 3.63% Reduce -0.8% 10,118 $2.3M
Vantage Financial Partners, LLC 0.62% Add +1.2% 10,125 $2.3M
Strategic Family Wealth Counselors, L.L.C. 0.91% Add +0.5% 10,117 $2.3M
Security Financial Services, INC. 0.52% Add +5.3% 10,039 $2.3M
Marquette Asset Management, LLC 0.40% Reduce -4.5% 10,030 $2.3M
Kelleher Financial Advisors 0.95% Reduce -5.4% 10,020 $2.3M
Ameraudi Asset Management, Inc. 1.06% Reduce -0.5% 10,002 $2.3M
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 3.02% No change 9,995 $2.3M
Fiduciary Trust Co 0.04% No change 9,994 $2.3M
Revolve Wealth Partners, LLC 0.39% Add +4.3% 9,933 $2.3M
Mitchell Sinkler & Starr 0.57% Reduce -45.4% 9,925 $2.3M
Parsons Capital Management Inc. 0.16% Add +34.8% 9,921 $2.3M
Alhambra Investment Management LLC 1.24% Add +1.0% 9,883 $2.3M
Choate Investment Advisors 0.06% Add +107.8% 9,871 $2.3M
Denver PWM, LLC 0.87% Reduce -1.3% 10,108 $2.2M
Life Planning Partners, Inc 2.24% Add +10.7% 9,818 $2.2M
Marshall Financial Group, LLC 0.64% Reduce -8.1% 9,726 $2.2M
Family Capital Management, Inc. 1.55% Add +9.0% 9,707 $2.2M
Columbia Asset Management 0.45% No change 10,381 $2.2M
Destiny Wealth Partners, LLC 0.40% No change 9,673 $2.2M
Westside Investment Management, Inc. 0.53% Reduce -0.3% 9,683 $2.2M
Debussy Capital Management LP 0.64% Add +0.1% 9,928 $2.2M
IHT Wealth Management, LLC 0.09% Reduce -0.5% 9,590 $2.2M
Verus Capital Partners, LLC 0.24% Reduce -3.2% 9,570 $2.2M
Affinity Capital Advisors, LLC 0.49% Reduce -0.9% 9,528 $2.2M
Peoples Financial Services Corp. 0.93% Reduce -3.7% 9,394 $2.1M
Encompass Wealth Advisors, LLC 0.57% Add +1.1% 9,393 $2.1M
Wealthspan Partners, LLC 1.26% Add +7.2% 9,364 $2.1M
CGN Advisors LLC 0.27% Add +3.8% 9,247 $2.1M
Market Street Wealth Management Advisors LLC 0.37% Reduce -4.8% 9,244 $2.1M
FDx Advisors, Inc. 0.32% Reduce -8.0% 9,232 $2.1M
Arrowroot Family Office, LLC 1.35% Reduce -0.5% 9,230 $2.1M
Cahill Financial Advisors Inc. 0.29% Reduce -9.0% 9,211 $2.1M
Stone Summit Wealth LLC 0.73% Add +9.3% 9,195 $2.1M
Liberty Wealth Management LLC 0.41% Add +1990.6% 9,157 $2.1M
Carr Financial Group Corp 0.70% Add +15.3% 9,173 $2.1M
Columbus Macro, LLC 0.79% Reduce -22.8% 9,165 $2.1M
Washington Trust Advisors, Inc. 0.19% Reduce -9.1% 9,144 $2.1M
Tarbox Family Office, Inc. 0.37% Reduce -3.0% 9,122 $2.1M
Conning Inc. 0.07% Reduce -33.3% 9,084 $2.1M
New England Private Wealth Advisors LLC 0.36% Add +0.3% 9,141 $2.1M
Pine Valley Investments Ltd Liability Co 0.16% Add +0.5% 9,058 $2.1M
Wealthspire Retirement, LLC 0.18% Add +57.4% 9,009 $2.1M
Hiley Hunt Wealth Management 1.34% Add +1.8% 8,979 $2.1M
JNBA Financial Advisors 0.21% Reduce -6.2% 8,885 $2.0M
Nations Financial Group Inc, /Ia/ 0.17% Reduce -26.8% 8,838 $2.0M
Peak Asset Management, LLC 0.40% Reduce -13.1% 8,830 $2.0M
Smith Anglin Financial, LLC 0.21% Reduce -0.3% 8,783 $2.0M
Secure Asset Management, LLC 0.47% Add +5.8% 8,749 $2.0M
AE Wealth Management LLC 0.02% Reduce -86.1% 8,737 $2.0M
Beaird Harris Wealth Management, LLC 0.19% Reduce -2.5% 8,679 $2.0M
Journey Advisory Group, LLC 0.24% Reduce -4.8% 8,669 $2.0M
Morton Brown Family Wealth, LLC 0.81% Reduce -2.2% 8,619 $2.0M
Millennium Management 0.00% New 8,504 $1.9M
McLean Asset Management Corp 0.67% Add +0.5% 8,623 $1.9M
jvl associates llc 0.80% No change 8,497 $1.9M
Valeo Financial Advisors, LLC 0.07% Add +34.4% 8,935 $1.9M
Camelot Portfolios, LLC 1.89% Reduce -22.3% 8,453 $1.9M
Federation des caisses Desjardins du Quebec 0.01% Reduce -55.9% 8,430 $1.9M
Creative Financial Designs Inc. 0.18% Add +2.1% 8,414 $1.9M
Horizon Family Wealth, Inc. 1.48% Add +3.6% 8,408 $1.9M
Onyx Bridge Wealth Group LLC 0.34% Add +2.2% 8,796 $1.9M
FineMark National Bank & Trust 0.07% Add +3.8% 8,308 $1.9M
Brio Consultants, LLC 0.32% Add +0.4% 8,299 $1.9M
MIdWestOne Financial Group, Inc. 0.34% Add +3.4% 8,243 $1.9M
Clear Creek Financial Management, LLC 0.24% Add +7.4% 8,221 $1.9M
Summit Trail Advisors, LLC 0.05% Add +8.0% 8,210 $1.9M
Transcend Capital Advisors, LLC 0.15% Add +22.0% 8,163 $1.9M
Trust Co. of Vermont 0.10% Add +10.8% 8,160 $1.9M
Investment Partners, LTD. 0.84% Reduce -4.1% 8,141 $1.9M
Windham Capital Management, LLC 1.46% Reduce -38.8% 8,123 $1.9M
Maryland Capital Advisors Inc. 1.15% Reduce -2.3% 8,117 $1.9M
ETF Portfolio Partners, Inc. 0.59% Reduce -3.5% 8,116 $1.9M
ICA Group Wealth Management, LLC 0.37% Reduce -0.0% 8,105 $1.9M
Dentgroup LLC 1.53% Add +0.3% 8,100 $1.9M
Investment Advisory Group, LLC 0.75% Add +9.9% 7,968 $1.8M
Collective Family Office LLC 0.58% Reduce -2.6% 7,879 $1.8M
Argonautica Private Wealth Management, Inc. 0.64% Add +1.6% 7,834 $1.8M
Canal Capital Management, LLC 0.30% No change 7,822 $1.8M
Legacy Edge Advisors, LLC 0.37% Reduce -4.7% 7,805 $1.8M
Wedbush Securities Inc. 0.07% Reduce -1.7% 7,739 $1.8M
Sweet Financial Partners, LLC 0.41% Add +0.1% 7,715 $1.8M
Pioneer Wealth Management Group 1.00% Reduce -16.3% 7,649 $1.7M
Dimension Capital Management LLC 0.35% Reduce -19.8% 7,622 $1.7M
Red Lighthouse Investment Management, LLC 0.70% Reduce -0.5% 7,621 $1.7M
Duncker Streett & Co. Inc. 0.34% Add +0.2% 7,616 $1.7M
Harbor Group, Inc. 0.46% Add +0.0% 7,599 $1.7M
TCI Wealth Advisors, Inc. 0.17% Reduce -7.3% 7,577 $1.7M
First National Trust Co 0.07% Reduce -2.0% 7,546 $1.7M
TFB Advisors LLC 0.62% Add +191.4% 8,046 $1.7M
First National Bank of Omaha 0.12% Reduce -4.5% 7,755 $1.7M
Eclectic Associates Inc. 0.78% Reduce -13.3% 7,521 $1.7M
Pacific Sun Financial Corp 1.00% Reduce -1.8% 7,519 $1.7M
Private Client Services, LLC 1.15% Reduce -31.1% 7,488 $1.7M
Hohimer Wealth Management, LLC 0.40% Add +4.8% 7,482 $1.7M
Alpha Cubed Investments, LLC 0.09% Reduce -22.1% 7,479 $1.7M
MidAtlantic Capital Management, Inc. 1.50% Add +0.5% 7,466 $1.7M
Sachem Hill LLC 0.40% Reduce -3.4% 7,462 $1.7M
Argent Trust Co 0.08% Reduce -9.1% 7,442 $1.7M
Lee Financial Co 0.28% Reduce -1.9% 7,433 $1.7M
Capital Analysts, LLC 0.08% Add +12.8% 7,414 $1.7M
Beacon Financial Group 0.19% Add +0.0% 7,406 $1.7M
AlTi Global, Inc. 0.05% Add +5.0% 7,376 $1.7M
BCS Wealth Management 0.54% Reduce -4.1% 7,368 $1.7M
AlphaStar Capital Management, LLC 0.17% Reduce -5.4% 7,366 $1.7M
Annis Gardner Whiting Capital Advisors, LLC 0.60% Reduce -5.6% 7,362 $1.7M
New England Asset Management Inc. 0.27% No change 7,340 $1.7M
Deutsche Bank AG 0.00% Reduce -18.7% 7,332 $1.7M
Cascade Wealth Advisors, Inc 1.42% — 7,716 $1.7M
Anchor Investment Management, LLC 0.17% Reduce -0.0% 7,248 $1.7M
Global Strategic Investment Solutions, LLC 0.19% Reduce -36.5% 7,203 $1.6M
GFS Advisors, LLC 0.27% No change 7,190 $1.6M
CW Advisors, LLC 0.03% Reduce -13.2% 7,190 $1.6M
Soltis Investment Advisors LLC 0.18% Add +10.7% 7,171 $1.6M
SouthState Bank Corp 0.13% Add +3.6% 7,101 $1.6M
Essex Bank 0.47% No change 7,518 $1.6M
Kingsview Wealth Management, LLC 0.04% Add +10.0% 7,016 $1.6M
Compass Financial Group, INC 0.37% Reduce -2.8% 7,006 $1.6M
Relative Value Partners Group, LLC 0.10% Reduce -2.3% 7,696 $1.6M
XML Financial, LLC 0.16% Reduce -1.5% 6,976 $1.6M
Partners in Financial Planning 0.35% Add +2.8% 6,961 $1.6M
Steward Partners Investment Solutions, LLC 0.27% New 6,903 $1.6M
Shorepoint Capital Partners LLC 0.39% Reduce -1.4% 6,896 $1.6M
Retirement Planning Co of New England, Inc. 0.86% Reduce -51.2% 6,832 $1.6M
Independent Advisor Alliance 0.06% Reduce -40.5% 6,762 $1.5M
City State Bank 0.68% Add +0.3% 6,761 $1.5M
Fulton Bank, N.A. 0.06% Reduce -1.5% 6,745 $1.5M
Sunburst Financial Group, LLC 0.43% Reduce -0.1% 6,779 $1.5M
Summit Investment Advisory Services, LLC 0.91% Reduce -0.2% 6,714 $1.5M
Waters Parkerson & Co., LLC 0.08% Add +2.6% 6,667 $1.5M
GC Wealth Management RIA, LLC 0.30% New 6,648 $1.5M
Santori & Peters, Inc. 0.65% Reduce -1.5% 6,614 $1.5M
WMS Partners, LLC 0.10% No change 6,610 $1.5M
Oxford Financial Group, LTD. LLC 0.10% Reduce -19.4% 6,601 $1.5M
Romano Brothers and Company 0.21% Add +4.2% 6,556 $1.5M
Farther Finance Advisors, LLC 0.09% Add +42.6% 6,593 $1.5M
Grandview Asset Management LLC 0.68% No change 6,534 $1.5M
Gladstone Institutional Advisory LLC 0.08% Reduce -9.1% 6,531 $1.5M
Pictet North America Advisors SA 0.17% Add +280.4% 6,524 $1.5M
Uptick Partners, LLC 1.14% Reduce -9.5% 6,510 $1.5M
Ironwood Financial, llc 0.34% Add +2.4% 6,490 $1.5M
Hunter Associates Investment Management LLC 0.25% Add +42.8% 6,428 $1.5M
Squire Investment Management Company, LLC 0.93% Add +2.2% 6,443 $1.5M
Laurel Wealth Planning LLC 0.97% Reduce -2.9% 6,378 $1.5M
First Citizens Bank & Trust Co. 0.03% Reduce -77.6% 6,360 $1.5M
Astoria Strategic Wealth, Inc. 0.46% Add +0.7% 6,350 $1.5M
Vicus Capital 0.13% Reduce -2.9% 6,344 $1.5M
Global Wealth Management Investment Advisory, Inc. 0.36% Reduce -11.7% 6,341 $1.4M
Seven Springs Wealth Group, LLC 0.57% No change 6,336 $1.4M
Wellspring Financial Advisors, LLC 0.23% Reduce -1.5% 6,323 $1.4M
Sightline Wealth Advisors, LLC 0.95% Add +19.1% 6,311 $1.4M
Rockbridge Investment Management, LCC 0.21% Add +2.0% 6,287 $1.4M
USAdvisors Wealth Management, LLC 0.54% Reduce -1.7% 6,294 $1.4M
Carolinas Wealth Consulting LLC 0.28% Reduce -0.3% 6,252 $1.4M
Cornerstone Advisors Asset Management, LLC 0.50% Add +32.9% 6,232 $1.4M
Beese Fulmer Investment Management, Inc. 0.13% No change 6,227 $1.4M
Lanark Financial, Inc. 0.13% Add +9.4% 6,220 $1.4M
Meridian Wealth Partners, LLC 0.26% Reduce -1.4% 6,197 $1.4M
Cary Street Partners Asset Management LLC 0.22% Add +10.1% 6,192 $1.4M
Financial Planning & Information Services, Inc. 0.21% Reduce -7.2% 6,181 $1.4M
Carnegie Investment Counsel 0.04% Reduce -1.6% 6,164 $1.4M
Scotia Capital Inc. 0.01% Reduce -37.0% 6,144 $1.4M
Bell Investment Advisors, Inc 0.27% Reduce -1.4% 6,144 $1.4M
RFG Holdings, Inc. 0.59% Add +299.6% 6,130 $1.4M
MorganRosel Wealth Management, LLC 0.50% Add +59.9% 6,125 $1.4M
Principal Financial Group Inc. 0.00% Reduce -25.7% 3,920 $1.4M
Greenup Street Wealth Management LLC 0.35% Reduce -11.7% 6,107 $1.4M
Refined Wealth Management 0.98% Add +1.9% 6,090 $1.4M
Motley Fool Wealth Management, LLC 0.07% Add +13.0% 6,073 $1.4M
Gray Private Wealth, LLC 0.91% — 6,046 $1.4M
Kendall Capital Management 0.47% Add +106.0% 6,025 $1.4M
Cassady Schiller Wealth Management, LLC 0.61% Add +12.8% 6,018 $1.4M
S&T Bank 0.26% No change 5,999 $1.4M
Strategic Financial Concepts, LLC 0.33% Add +157.6% 5,979 $1.4M
Blue Trust, Inc. 0.02% Reduce -6.8% 5,953 $1.4M
Cascade Financial Partners, LLC 0.20% — 6,267 $1.4M
Dogwood Wealth Management LLC 0.92% Reduce -0.2% 5,938 $1.4M
Ritholtz Wealth Management 0.05% Reduce -11.8% 5,914 $1.4M
DBK Financial Counsel, LLC 1.41% Reduce -4.5% 5,896 $1.3M
New Republic Capital, LLC 0.85% No change 5,856 $1.3M
Capasso Planning Partners LLC 0.55% Add +1.7% 5,835 $1.3M
KMG Fiduciary Partners, LLC 0.14% Reduce -1.1% 5,825 $1.3M
Bryn Mawr Trust Advisors, LLC 0.08% Reduce -0.3% 5,822 $1.3M
Lam Group, Inc. 1.08% Add +0.1% 5,820 $1.3M
Hirtle & Co., LLC 0.07% Add +1.6% 5,816 $1.3M
Madden Advisory Services, Inc. 0.70% Reduce -4.2% 5,789 $1.3M
Grey Street Capital, LLC 0.18% New 5,786 $1.3M
Gibson Capital, LLC 0.29% No change 5,771 $1.3M
Intelligence Driven Advisers, LLC 0.19% Reduce -8.8% 5,770 $1.3M
Keel Point, LLC 0.14% Reduce -1.4% 5,769 $1.3M
Clifford Swan Investment Counsel LLC 0.05% Add +6.1% 5,753 $1.3M
Retirement Planning Group, LLC 0.10% Add +193.8% 5,750 $1.3M
Moneywise, Inc. 0.71% Reduce -4.8% 5,727 $1.3M
Adero Partners, LLC 0.10% No change 5,715 $1.3M
Caitlin John, LLC 0.99% Reduce -27.5% 5,711 $1.3M
RFG Advisory, LLC 0.04% Reduce -49.4% 5,697 $1.3M
Carl P. Sherr & Co., LLC 0.73% Add +4.5% 5,654 $1.3M
Signal Advisors Wealth, LLC 0.32% Add +41.4% 5,639 $1.3M
Jag Capital Management, LLC 0.18% Add +11.9% 5,613 $1.3M
Twin Focus Capital Partners, LLC 0.24% Add +0.3% 5,597 $1.3M
Cardiff Park Advisors, LLC 0.12% Add +4.3% 5,588 $1.3M
GW&K Investment Management, LLC 0.01% Add +116.4% 5,579 $1.3M
Quadrant Capital Group LLC 0.10% Reduce -0.9% 5,569 $1.3M
Zhang Financial LLC 0.09% Add +3.4% 5,562 $1.3M
Cornerstone Wealth Advisors, Inc. 0.39% Reduce -1.8% 5,557 $1.3M
BOS Asset Management, LLC 0.67% Reduce -2.5% 5,555 $1.3M
Defined Wealth Management, LLC 0.91% Add +0.2% 5,530 $1.3M
Greenleaf Trust 0.01% Add +1.5% 5,527 $1.3M
Cornerstone Wealth Group, LLC 0.12% New 5,522 $1.3M
TFG Advisers LLC 0.49% Reduce -0.4% 5,521 $1.3M
Upper Left Wealth Management, LLC 1.17% Reduce -9.0% 5,508 $1.3M
Guardian Wealth Advisors, LLC / NC 0.15% Add +162.3% 5,493 $1.3M
Proficio Capital Partners LLC 0.14% Reduce -5.9% 5,492 $1.3M
Laird Norton Wetherby Wealth Management, LLC 0.06% Reduce -7.8% 5,492 $1.3M
C M Bidwell & Associates Ltd. 0.85% Add +5.6% 5,486 $1.3M
Evanson Asset Management, LLC 0.09% Reduce -2.5% 5,480 $1.3M
Muirfield Wealth Advisors LLC 1.20% Reduce -1.5% 5,467 $1.2M
Founders Financial Alliance, LLC 0.37% Add +13.6% 5,430 $1.2M
Jeppson Wealth Management, LLC 0.48% Reduce -0.0% 5,407 $1.2M
Libra Wealth LLC 0.54% Add +32.0% 5,401 $1.2M
Tritonpoint Wealth, LLC 0.13% Reduce -7.2% 6,645 $1.2M
First American Bank 0.09% Add +1.0% 5,384 $1.2M
Cherrydale Wealth Management, LLC 0.57% Reduce -26.9% 5,373 $1.2M
SC&H Financial Advisors, Inc. 0.32% Add +1.9% 5,356 $1.2M
Sound View Wealth Advisors Group, LLC 0.13% Reduce -5.7% 5,318 $1.2M
SeaCrest Wealth Management, LLC 0.15% Reduce -0.5% 5,281 $1.2M
Unique Wealth Strategies, LLC 0.59% Reduce -77.2% 5,266 $1.2M
Silverlake Wealth Management LLC 0.61% Reduce -0.3% 5,261 $1.2M
Vident Advisory, LLC 0.02% No change 5,209 $1.2M
Fortitude Family Office, LLC 0.80% Reduce -0.1% 5,209 $1.2M
FIDELIS iM, LLC 0.60% No change 5,200 $1.2M
Legacy PCG, LLC 0.74% Add +2.8% 5,176 $1.2M
Independence Bank of Kentucky 0.35% Reduce -41.4% 5,162 $1.2M
First Business Financial Services, Inc. 0.13% Reduce -0.1% 5,129 $1.2M
Western Wealth Management, LLC 0.09% Add +0.1% 5,111 $1.2M
National Philanthropic Trust 0.03% Reduce -8.7% 5,098 $1.2M
CPA Asset Management Group, LLC 0.65% No change 5,094 $1.2M
Stillwater Capital Advisors, LLC 0.17% No change 5,085 $1.2M
Adapt Wealth Advisors, LLC 0.83% — 5,081 $1.2M
O'ROURKE & COMPANY, Inc 0.67% Add +4.5% 5,068 $1.2M
Advisor Resource Council 0.49% Reduce -88.6% 5,418 $1.2M
Cidel Asset Management Inc. 0.09% No change 5,046 $1.2M
Probity Advisors, Inc. 0.24% No change 5,037 $1.2M
Tranquility Partners, LLC 0.44% Add +3.2% 5,022 $1.1M
Allegheny Financial Group 0.35% Reduce -13.7% 5,019 $1.1M
Moors & Cabot, Inc. 0.06% New 4,958 $1.1M
Vista Investment Management 0.46% Reduce -1.0% 4,953 $1.1M
Verus Financial Partners, Inc. 0.13% Add +0.3% 4,941 $1.1M
Capstone Wealth Management Group, LLC 0.80% Add +0.5% 4,902 $1.1M
Delta Financial Advisors LLC 0.44% Add +0.1% 4,897 $1.1M
Park National Corp. 0.04% Reduce -0.4% 4,896 $1.1M
Nabity-Jensen Investment Management Inc 0.92% Add +0.6% 4,891 $1.1M
Berkeley Capital Partners, LLC 0.34% Add +4.6% 4,884 $1.1M
KCM Investment Advisors LLC 0.04% Reduce -2.0% 4,880 $1.1M
Greenwood Capital Associates LLC 0.15% Add +105.3% 4,865 $1.1M
Round Rock Advisors LLC 0.27% Reduce -0.7% 4,852 $1.1M
GYL Financial Synergies, LLC 0.09% Add +329.1% 4,844 $1.1M
Fisher Asset Management 0.00% Add +269.8% 4,833 $1.1M
Zions Bancorporation, N.A. 0.08% No change 4,828 $1.1M
Strategic Financial Partners, Ltd. 0.61% Add +0.7% 4,821 $1.1M
Acas, LLC 1.07% Reduce -18.4% 4,818 $1.1M
Victory Financial Group, LLC 0.65% Add +4.5% 4,815 $1.1M
MADDEN SECURITIES Corp 0.51% New 4,811 $1.1M
Consultiva Wealth Management, Corp. 10.30% — 4,810 $1.1M
Gryphon Financial Partners LLC 0.19% Add +11.0% 4,809 $1.1M
Sachetta, LLC 0.52% No change 5,150 $1.1M
Somerset Group LLC 1.03% Reduce -1.0% 4,805 $1.1M
Ranch Capital Advisors Inc. 0.59% Add +0.7% 4,790 $1.1M
&partners 0.15% Add +32.0% 4,926 $1.1M
BSW Wealth Partners 0.18% Reduce -6.7% 4,767 $1.1M
Family Firm, Inc. 0.26% Add +0.3% 4,753 $1.1M
Private Ocean, LLC 0.11% Reduce -16.3% 4,679 $1.1M
Waterloo Capital, L.P. 0.14% Add +9.0% 4,671 $1.1M
Aaron Wealth Advisors LLC 0.15% Add +10.2% 4,659 $1.1M
Oxbow Advisors, LLC 0.15% Reduce -14.7% 4,650 $1.1M
Robertson Stephens Wealth Management, LLC 0.06% Reduce -2.5% 4,615 $1.1M
Coastline Trust Co 0.13% Add +15.9% 4,597 $1.1M
NWF Advisory Services Inc. 0.18% Add +14.7% 4,580 $1.0M
Everhart Financial Group, Inc. 0.30% Add +0.0% 4,541 $1.0M
Security National Bank of So Dak 0.62% Add +8.9% 4,527 $1.0M
Patriot Financial Group Insurance Agency, LLC 0.16% Add +6.7% 4,520 $1.0M
Werba Rubin Papier Wealth Management 0.30% Reduce -0.8% 4,499 $1.0M
SignalPoint Asset Management, LLC 0.28% Add +44.3% 4,536 $1.0M
Legacy Advisors, LLC 0.13% No change 4,490 $1.0M
Asset Allocation & Management Company, LLC 0.67% No change 4,488 $1.0M
Atlanta Consulting Group Advisors, LLC 0.35% — 4,446 $1.0M
New York Life Investment Management LLC 0.01% Reduce -44.2% 4,434 $1.0M
Forefront Analytics, LLC 0.49% Add +0.3% 4,420 $1.0M
NorthLanding Financial Partners, LLC 1.09% Reduce -12.8% 4,383 $1.0M
Richardson Financial Services Inc. 0.70% Add +65.6% 4,363 $997K
Dohj, LLC 0.26% Reduce -27.0% 4,347 $994K
American Money Management, LLC 0.21% Reduce -1.2% 4,332 $990K
John W. Brooker & Co., CPAs 0.53% Reduce -0.6% 4,330 $990K
Valley Forge Investment Consultants Inc. Adv 0.39% Add +0.1% 4,321 $988K
Northwest Capital Management Inc 0.32% No change 4,306 $984K
World Equity Group, Inc. 0.20% Reduce -1.8% 4,302 $983K
Bank of Marin 0.87% No change 4,300 $983K
Belpointe Asset Management LLC 0.07% Add +88.9% 4,263 $975K
Droms Strauss Advisors Inc. /Mo/ 0.36% Add +0.9% 4,263 $974K
Naples Global Advisors, LLC 0.10% No change 4,255 $973K
McGuire Investment Group, LLC 0.14% Reduce -9.5% 4,254 $972K
Kuhn & Co Investment Counsel 0.91% Add +8.9% 4,227 $966K
Rockwood Wealth Management, LLC 0.12% No change 4,215 $964K
Fairway Wealth LLC 0.65% Add +5.5% 4,214 $963K
Baron Financial Group, LLC 0.59% Add +30.3% 4,212 $963K
Diversified Portfolios, Inc. 0.14% Reduce -1.0% 4,202 $961K
JT Stratford LLC 0.19% Add +1.8% 4,186 $957K
Disciplined Investments, LLC 0.52% Reduce -0.4% 4,185 $957K
New Covenant Trust Company, N.A. 0.94% — 4,134 $945K
Traynor Capital Management, Inc. 0.09% Reduce -5.5% 4,119 $942K
Exchange Capital Management, Inc. 0.15% Reduce -3.8% 4,119 $942K
Cynosure Group, LLC 0.17% Add +2.1% 4,110 $940K
Hall Capital Management Co. Inc. 0.46% Add +4.0% 4,104 $938K
Foundations Investment Advisors, LLC 0.02% Reduce -3.2% 4,094 $936K
Neuberger Berman Group LLC 0.00% Reduce -6.0% 4,087 $934K
Planning Directions Inc. 0.65% Reduce -17.1% 4,076 $932K
InterOcean Capital Group, LLC 0.02% Add +31.5% 4,074 $931K
Advocate Group LLC 0.18% Add +7.2% 4,063 $929K
V2 Financial group LLC 0.63% Reduce -3.7% 4,059 $928K
River Wealth Advisors LLC 0.13% Add +3.0% 4,051 $926K
Aspire Wealth Management Corp 0.56% Reduce -2.5% 4,042 $924K
Beaumont Financial Advisors, LLC 0.08% Add +70.6% 4,035 $922K
Lodestar Private Asset Management LLC 0.13% Add +0.4% 4,034 $922K
Cahill Wealth Management, LLC 0.54% Reduce -1.3% 4,028 $921K
Eagle Bluffs Wealth Management LLC 0.57% Add +3.0% 4,001 $915K
Etfidea, LLC 0.31% Add +12.2% 3,985 $911K
Edge Financial Advisors LLC 0.80% — 3,953 $909K
Adams Wealth Management 0.22% Reduce -70.5% 3,973 $908K
Steel Grove Capital Advisors, LLC 0.12% Reduce -6.0% 3,965 $906K
1ST Source Bank 0.05% No change 3,962 $906K
Harbor Investment Advisory, LLC 0.09% Add +7.8% 3,947 $902K
Conservest Capital Advisors, Inc. 0.09% Reduce -33.5% 3,933 $899K
Smith Chas P & Associates Pa Cpas 0.05% Add +0.8% 3,931 $899K
True Wealth Design, LLC 0.22% Reduce -1.6% 3,925 $897K
Etesian Wealth Advisors, Inc. 0.51% Reduce -0.9% 3,884 $888K
Mosaic Family Wealth Partners, LLC 0.14% No change 3,850 $880K
Atlas Capital Advisors Inc. 0.14% Add +41.5% 3,839 $878K
Balanced Rock Investment Advisors LLC 0.75% Add +31.8% 3,822 $874K
Wescott Financial Advisory Group, LLC 0.11% Reduce -0.1% 3,815 $872K
Maripau Wealth Management LLC 0.65% Add +5.1% 3,815 $872K
Landmark Wealth Management, LLC 0.40% Add +15.3% 3,814 $872K
Eagle Strategies LLC 0.19% Add +14.7% 3,815 $872K
Bank of New Hampshire 0.23% No change 3,810 $871K
Optimum Investment Advisors 0.40% Add +17.1% 3,805 $870K
Regatta Capital Group, LLC 0.20% Reduce -0.4% 3,797 $868K
Waterford Advisors, LLC 0.37% No change 3,797 $868K
FreeGulliver LLC 0.76% Add +0.3% 3,756 $859K
Perennial Investment Advisors, LLC 0.13% Add +12.1% 3,756 $859K
Advisory Alpha, LLC 0.04% Add +5.7% 3,740 $855K
Bromfield Sneider Wealth Advisors 0.53% Add +0.2% 3,737 $854K
Baker Boyer National Bank 0.29% Add +30.6% 3,730 $853K
Fairview Capital Investment Management, LLC 0.05% Add +94.0% 3,726 $852K
Wells Trecaso Financial Group, LLC 0.30% Reduce -9.0% 3,696 $845K
Parkside Financial Bank & Trust 0.14% Add +0.2% 3,692 $844K
Imprint Wealth LLC 0.20% New 3,721 $843K
UMB Bank, n.a. 0.01% No change 3,676 $840K
Strategic Wealth Partners Group, LLC 0.09% Reduce -1.4% 3,665 $838K
Birchcreek Wealth Management, LLC 0.44% Reduce -14.2% 3,664 $838K
Montag & Caldwell, LLC 0.14% Add +31.4% 3,648 $834K
Abbrea Capital, LLC 0.11% No change 3,646 $833K
Csenge Advisory Group 0.05% Add +28.1% 3,634 $831K
Carlson Capital Management 0.04% Reduce -90.3% 3,631 $830K
Lutz Financial Services LLC 0.07% No change 3,616 $827K
Silver Oak Advisory Group, Inc. 0.46% Add +0.0% 3,600 $823K
Spreng Capital Management, Inc. 0.44% Reduce -4.7% 3,598 $822K
Private Trust Co. NA 0.09% Reduce -31.4% 3,583 $819K
Patron Partners, LLC 0.50% Add +63.0% 3,581 $819K
Stonebridge Capital Advisors LLC 0.07% Add +270.0% 3,567 $815K
Blue Bell Private Wealth Management, LLC 0.17% Reduce -24.1% 3,567 $815K
Cibc World Market Inc. 0.00% New 3,539 $809K
Trevian Wealth Management LLC 0.55% Add +0.5% 3,527 $806K
Schrum Private Wealth Management LLC 0.73% Add +11.5% 3,522 $805K
Southland Equity Partners LLC 0.23% Add +1.1% 3,514 $803K
Safeguard Financial, LLC 0.26% Reduce -9.8% 3,510 $802K
Winthrop Capital Management, LLC 0.37% No change 3,508 $802K
Capital Investment Advisors, LLC 0.02% Reduce -12.9% 3,497 $799K
Midland Wealth Advisors, LLC 0.05% Add +12.7% 3,491 $798K
Eudaimonia Advisors LLC 0.42% Add +6.8% 3,478 $795K
Trust Point Inc. 0.06% No change 3,475 $794K
North Star Investment Management Corp. 0.06% Add +0.7% 3,467 $793K
Rosenblum Silverman Sutton S F Inc. 0.22% No change 3,463 $792K
Truepoint, Inc. 0.02% Reduce -64.0% 3,461 $791K
Mustard Seed Financial, LLC 0.79% Reduce -1.7% 3,460 $791K
Fiduciary Alliance LLC 0.14% Reduce -0.1% 3,474 $787K
Rathbones Group PLC 0.00% Reduce -0.9% 3,443 $787K
Boston Financial Mangement LLC 0.03% Add +0.2% 3,441 $787K
Bangor Savings Bank 0.08% Reduce -4.6% 3,440 $786K
Rodgers & Associates, LTD 0.10% Reduce -14.0% 3,425 $783K
Mayflower Financial Advisors, LLC 0.13% Add +2.3% 3,416 $781K
Lowe Brockenbrough & Co. Inc. 0.05% Add +2.7% 3,412 $780K
Segment Wealth Management, LLC 0.06% Add +0.1% 3,402 $778K
REDW Wealth LLC 0.21% Reduce -10.3% 3,402 $778K
Marks Group Wealth Management, Inc 0.08% No change 3,396 $776K
Bordeaux Wealth Advisors LLC 0.26% Add +5.0% 3,391 $775K
Meritage Portfolio Management 0.05% Reduce -15.8% 3,383 $773K
Franklin, Parlapiano, Turner & Welch, LLC 0.21% No change 3,345 $765K
Advisors Capital Management, LLC 0.01% Reduce -45.3% 3,340 $764K
Fort Washington Investment Advisors Inc. 0.00% Add +15.8% 3,339 $763K
BBR Partners, LLC 0.06% Add +14.1% 3,334 $762K
Shayne & Jacobs, LLC 0.21% Reduce -4.3% 3,320 $759K
Biltmore Family Office, LLC 0.15% No change 3,317 $758K
NBT Bank, N.A. 0.06% Reduce -31.9% 3,313 $757K
NorthStar Asset Management LLC 0.57% Add +3.5% 3,311 $757K
National Bank of Canada 0.00% Add +2.5% 3,401 $757K
Strategic Financial Services, Inc. 0.05% Reduce -4.8% 3,287 $751K
ARK & TLK Investments, LLC 0.29% Reduce -0.1% 3,247 $742K
Capital City Trust Co. 0.21% Add +13.5% 3,239 $740K
Arista Wealth Management, LLC 0.56% Add +211.1% 3,235 $740K
Sapient Capital LLC 0.02% Add +83.3% 3,222 $737K
Hutchens & Kramer Investment Management Group, LLC 0.44% Reduce -1.7% 3,247 $736K
Kovack Advisors, Inc. 0.09% Reduce -34.8% 3,201 $732K
Cohen Investment Advisors LLC 0.47% Add +0.4% 3,200 $731K
Freedom Investment Management, Inc. 0.06% New 3,185 $728K
SPC Financial, Inc. 0.07% No change 3,176 $726K
MJP Associates Inc. 0.16% Add +18.4% 3,166 $724K
Trademark Financial Management, LLC 0.60% Reduce -11.2% 3,161 $723K
West Coast Financial LLC 0.09% No change 3,157 $722K
Riverview Trust Co 0.56% Add +26.4% 3,145 $719K
DGS Capital Management, LLC 0.20% New 3,127 $715K
TCTC Holdings, LLC 0.02% No change 3,124 $714K
Tillman Hartley LLC 0.25% No change 3,118 $713K
Eudaimonia Partners, LLC 0.17% Add +1.5% 3,107 $710K
Schneider Downs Wealth Management Advisors, LP 0.16% Add +8.6% 3,096 $708K
Matrix Private Capital Group LLC 0.48% Add +4.2% 3,094 $707K
Ziegler Capital Management, LLC 0.03% Add +8.0% 3,085 $705K
FC Advisory LLC 0.26% Add +6.8% 3,070 $702K
Apexium Financial, LP 0.05% Add +5.8% 3,055 $698K
Centaurus Financial, Inc. 0.05% Reduce -2.6% 3,055 $698K
Northstar Group, Inc. 0.14% Reduce -2.7% 3,053 $698K
HBW Advisory Services LLC 0.13% No change 3,249 $693K
Operose Advisors LLC 0.23% Add +1.2% 3,030 $693K
Keeler & Nadler Financial Planning & Wealth Management 0.42% Reduce -15.9% 3,027 $692K
Guyasuta Investment Advisors Inc. 0.05% No change 3,232 $690K
Keb Asset Management, LLC 0.24% No change 3,016 $689K
YHB Investment Advisors, Inc. 0.06% Reduce -11.1% 3,012 $689K
Brown Brothers Harriman & Co. 0.01% Reduce -48.4% 3,011 $688K
Walter & Keenan Wealth Management LLC /in/ 0.23% Add +26.4% 3,011 $688K
Cooper Financial Group 0.11% Add +3.9% 3,009 $688K
Stevard, LLC 0.62% Add +4.0% 3,004 $687K
Pettyjohn, Wood & White, Inc. 0.14% Add +5.9% 3,000 $686K
Financiere des Professionnels - Fonds d'investissement inc. 0.06% New 3,000 $686K
Stockman Wealth Management, Inc. 0.12% No change 2,988 $683K
Charter Oak Capital Management, LLC 0.07% Reduce -5.6% 2,953 $675K
Main Street Group, LTD 0.33% Add +0.3% 2,978 $675K
Twin Peaks Wealth Advisors, LLC 0.37% Add +25.8% 2,928 $669K
Glassman Wealth Services 0.14% Reduce -4.1% 2,926 $669K
Chartist Inc. 0.34% Reduce -1.4% 2,903 $664K
Becker Capital Management Inc. 0.02% No change 2,896 $662K
TAP Consulting, LLC 0.15% Reduce -6.6% 2,893 $661K
Lyell Wealth Management, LP 0.07% Reduce -2.7% 2,887 $660K
Aspen Grove Capital, LLC 0.19% Add +6.8% 2,871 $657K
Idaho Trust Co 0.63% New 2,872 $657K
Fingerlakes Wealth Management, Inc. 0.63% Add +0.3% 2,872 $657K
Ewa, LLC 0.29% Add +0.2% 2,948 $656K
PGIM Custom Harvest LLC 0.02% Add +111.5% 2,863 $654K
Catalyst Financial Partners LLC 0.17% Reduce -0.5% 3,096 $654K
Bath Savings Trust Co 0.07% Add +7.6% 2,848 $651K
Venturi Wealth Management, LLC 0.04% Reduce -0.6% 2,834 $648K
Team Hewins, LLC 0.26% No change 2,826 $646K
Family CFO Inc 0.40% No change 2,824 $646K
Wagner Wealth Management, LLC 0.20% Add +1.3% 2,811 $643K
Websterrogers Financial Advisors, LLC 0.23% Reduce -1.6% 2,801 $641K
Transcendent Capital Group LLC 0.37% Reduce -1.7% 2,786 $637K
Atwater Malick LLC 0.22% No change 2,775 $634K
Elevatus Welath Management 0.25% Add +73.7% 2,770 $633K
Avalon Trust Co 0.05% No change 2,767 $633K
Pachira Investments Inc. 0.51% Add +3.5% 2,746 $628K
Farmers National Bank 0.19% Reduce -6.3% 2,745 $627K
Cobblestone Capital Advisors LLC 0.04% No change 2,745 $627K
ERn Financial, LLC 0.11% Reduce -1.8% 2,739 $626K
Obermeyer Wealth Partners 0.04% Add +20.8% 2,737 $626K
HHM Wealth Advisors, LLC 0.10% No change 2,730 $624K
Sax Wealth Advisors, LLC 0.07% Add +0.2% 2,725 $623K
Sigma Investment Counselors Inc. 0.04% No change 2,683 $613K
Hibernia Wealth Partners, LLC 0.42% Add +1.6% 2,675 $612K
ProVise Management Group, LLC 0.05% Reduce -10.9% 2,668 $610K
Trexquant Investment LP 0.01% New 2,668 $610K
MBL Wealth, LLC 0.07% Add +1.9% 2,650 $606K
McCollum Christoferson Group LLC 0.18% Reduce -6.8% 2,648 $605K
Northwest Wealth Management, LLC 0.17% Reduce -2.9% 2,648 $605K
Montecito Bank & Trust 0.12% Add +9.2% 2,636 $603K
Nottingham Advisors, Inc. 0.07% Reduce -0.5% 2,636 $603K
Moser Wealth Advisors, LLC 0.33% No change 2,614 $598K
My Personal CFO, LLC 0.34% Add +0.1% 2,613 $597K
Riverpoint Wealth Management Holdings, LLC 0.17% Add +0.3% 2,598 $594K
Certuity, LLC 0.05% No change 2,592 $593K
Linscomb Wealth, Inc. 0.03% Reduce -2.0% 2,573 $588K
Litman Gregory Wealth Management LLC 0.05% Add +10.1% 2,572 $588K
Baker Tilly Wealth Management, LLC 0.11% Reduce -18.1% 2,569 $587K
Willow Creek Wealth Management Inc. 0.07% No change 2,563 $586K
Accel Wealth Management 0.25% No change 2,562 $586K
Meeder Asset Management Inc. 0.04% Add +1.5% 2,544 $582K
Investment House LLC 0.03% Reduce -45.0% 2,539 $580K
Estate Counselors, LLC 0.07% Reduce -97.7% 2,525 $577K
Birch Hill Investment Advisors LLC 0.03% Add +2.0% 2,521 $576K
Mittelman Wealth Management 0.39% — 2,501 $572K
Searle & Co. 0.15% No change 2,500 $571K
Thomasville National Bank 0.05% Reduce -2.0% 2,500 $571K
SFG Wealth Management, LLC. 0.34% Add +13.3% 2,499 $571K
Janiczek Wealth Management, LLC 0.12% Add +292.8% 2,494 $570K
PFW Advisors LLC 0.17% No change 2,494 $570K
Outlook Wealth Advisors, LLC 0.18% Reduce -15.4% 2,488 $569K
Front Row Advisors LLC 0.21% Add +44.3% 2,487 $569K
Penobscot Wealth Management 0.36% Reduce -11.3% 2,483 $568K
Elevation Wealth Partners, LLC 0.28% Reduce -6.7% 2,468 $564K
Trivium Point Advisory, LLC 0.12% Add +21.1% 2,463 $563K
Bedel Financial Consulting, Inc. 0.09% Add +9.1% 2,457 $562K
Pecaut & Co. 0.21% Reduce -1.6% 2,446 $559K
Nikulski Financial, Inc. 0.19% Add +4.0% 2,444 $559K
Meridian Investment Counsel Inc. 0.19% Add +35.4% 2,442 $558K
Stonebridge Financial Planning Group, LLC 0.29% Add +5.0% 2,437 $557K
Keystone Financial Services 0.24% Add +0.4% 2,428 $555K
Texas Capital Bank Wealth Management Services Inc 0.06% Add +7.2% 2,428 $555K
Bell Bank 0.05% No change 2,420 $553K
Root Financial Partners, LLC 0.16% Reduce -0.7% 2,419 $553K
Glaxis Capital Management, LLC 1.02% Add +0.3% 2,398 $548K
Buttonwood Financial Advisors Inc. 0.26% Reduce -3.0% 2,397 $548K
Grandfield & Dodd, LLC 0.03% No change 2,389 $546K
Peregrine Asset Advisers, Inc. 0.22% Reduce -2.4% 2,385 $545K
1900 Wealth Management LLC 0.05% Reduce -20.7% 2,385 $545K
Old Second National Bank of Aurora 0.14% No change 2,385 $545K
Realta Investment Advisors 0.11% Add +32.7% 2,376 $543K
Francis Financial, Inc. 0.18% No change 2,371 $542K
Luminvest Wealth Management LLC 0.34% Reduce -36.1% 2,302 $541K
True North Advisors, LLC 0.15% Add +15.0% 2,343 $536K
Capital Advisors, Ltd. LLC 0.07% Add +0.0% 2,342 $535K
Schechter Investment Advisors, LLC 0.04% Reduce -7.7% 2,338 $534K
Per Stirling Capital Management, LLC. 0.09% Reduce -7.1% 2,336 $534K
Evernest Financial Advisors, LLC 0.25% Add +38.3% 2,522 $533K
Merriman Wealth Management, LLC 0.02% Add +5.3% 2,326 $532K
Griffin Asset Management, Inc. 0.06% Add +0.3% 2,326 $532K
Fortitude Advisory Group L.L.C. 0.30% Add +6.5% 2,323 $531K
FAS Wealth Partners, Inc. 0.05% Reduce -2.5% 2,322 $531K
Advisory Resource Group 0.12% Add +1.5% 2,318 $530K
Brown, Lisle/Cummings, Inc. 0.18% Add +0.0% 2,303 $526K
Elk River Wealth Management LLC 0.11% Reduce -12.6% 2,295 $525K
Chapin Davis, Inc. 0.19% Add +9.4% 2,294 $524K
Plancorp, LLC 0.02% No change 2,294 $524K
Mattern Capital Management, LLC 0.07% No change 2,283 $522K
Intrinsic Value Partners, LLC 0.56% No change 2,280 $521K
Armstrong Advisory Group, Inc. 0.05% No change 2,436 $520K
M3 Advisory Group, LLC 0.47% Add +88.1% 2,268 $518K
Armbruster Capital Management, Inc. 0.11% No change 2,266 $518K
TrueWealth Advisors, LLC 0.20% Reduce -1.6% 2,253 $515K
First County Bank 0.25% Add +8.7% 2,253 $515K
Intergy Private Wealth, LLC 0.21% Reduce -4.8% 2,250 $514K
Confluence Wealth Services, Inc. 0.05% No change 2,250 $514K
MainStreet Investment Advisors LLC 0.06% Reduce -11.6% 2,245 $513K
Bogart Wealth, LLC 0.03% Add +1.6% 2,241 $512K
Sharp Wealth Advisory, LLC 0.48% Reduce -19.0% 2,240 $512K
Inspirion Wealth Advisors, LLC 0.08% Add +35.4% 2,235 $511K
Cassaday & Co Wealth Management LLC 0.02% Add +18.0% 2,217 $507K
Valley National Advisers Inc. 0.08% Reduce -5.6% 2,212 $505K
Nicolet Bankshares Inc. 0.10% Add +6.0% 2,193 $501K
Aua Capital Management, LLC 0.29% New 2,182 $499K
Allen Capital Group, LLC 0.07% Reduce -12.2% 2,179 $498K
Stephen J. Garry & Associates, LLC 0.51% Reduce -2.0% 2,171 $496K
Pinnacle Bancorp, Inc. 0.15% Add +8.7% 2,167 $495K
Clarity Capital Advisors, LLC 0.40% Add +0.1% 2,167 $495K
Silvercrest Asset Management Group LLC 0.00% Add +7.2% 2,162 $494K
Crestone Asset Management LLC 0.10% Add +65.0% 2,155 $493K
Christensen, King & Associates Investment Services, Inc. 0.25% Reduce -1.2% 2,155 $493K
Washburn Capital Management, Inc. 0.36% Reduce -14.5% 2,150 $491K
HUB Investment Partners, LLC 0.03% Add +55.4% 2,147 $491K
Forum Financial Management, LP 0.01% Add +74.2% 2,141 $489K
American Financial & Tax Strategies Inc. 0.26% Reduce -4.0% 2,139 $489K
International Assets Investment Management, LLC 0.05% Reduce -29.9% 2,146 $486K
Sugarloaf Wealth Management, LLC 0.10% Add +8.6% 2,106 $481K
Mascoma Wealth Management LLC 0.14% Add +5.0% 2,102 $480K
Granite Harbor Advisors, Inc. 0.33% Reduce -0.8% 2,093 $478K
LifePlan Investment Advisors, Inc. 0.38% New 2,089 $478K
CVA Family Office, LLC 0.09% No change 2,087 $477K
Stratos Investment Management, LLC 0.05% Add +0.1% 2,081 $476K
Means Investment Co., Inc. 0.06% Add +0.7% 2,078 $475K
Colonial Trust Co / SC 0.09% Reduce -11.3% 2,078 $475K
NTV Asset Management LLC 0.07% No change 2,075 $474K
Olistico Wealth, LLC 0.34% Reduce -0.2% 2,074 $474K
Passive Capital Management, LLC. 0.19% No change 2,074 $474K
Appleton Partners Inc. 0.04% Reduce -7.6% 2,066 $472K
First Interstate Bank 0.03% Reduce -9.3% 2,063 $472K
Meridian Management Co. 0.13% Add +0.1% 2,060 $471K
Rothschild Investment LLC 0.03% Add +5.0% 2,054 $470K
Delta Financial Group, Inc. 0.14% Add +8.2% 2,024 $463K
Wealth Dimensions Group, Ltd. 0.14% Reduce -1.2% 2,025 $463K
LPWM LLC 0.17% Add +2.9% 2,100 $463K
Spinnaker Trust 0.03% Add +2.9% 2,012 $460K
Insight Advisors, LLC/ PA 0.09% Add +2.0% 2,004 $458K
Norris Perne & French LLP 0.03% No change 1,990 $455K
Old National Bancorp 0.01% Reduce -24.7% 1,987 $454K
Heritage Investment Group, Inc. 0.06% Add +33.8% 1,985 $454K
Cannell & Spears LLC 0.01% New 1,975 $451K
Lodestone Wealth Management LLC 0.24% Reduce -1.9% 1,964 $449K
Alpha Financial Advisors, LLC 0.21% Add +65.8% 1,963 $449K
Missouri Trust & Investment Co 0.17% Add +1.9% 1,960 $448K
Thompson Davis & Co., Inc. 0.30% Add +4.8% 1,957 $447K
Aprio Wealth Management, LLC 0.09% Add +78.4% 1,952 $446K
Harbour Investment Management LLC 0.21% New 1,952 $446K
Forum Private Client Group LLC 0.22% Reduce -7.1% 1,952 $446K
Melone Private Wealth, LLC 0.27% Add +0.2% 1,936 $443K
J. W. Coons Advisors, LLC 0.08% Add +7.5% 1,935 $442K
Rede Wealth, LLC 0.19% Reduce -36.8% 1,934 $442K
Advance Capital Management, Inc. 0.03% Add +42.5% 1,933 $442K
WealthCare Investment Partners, LLC 0.21% Reduce -5.3% 1,927 $440K
LJI Wealth Management, LLC 0.11% Add +4.3% 1,917 $438K
German American Bancorp, Inc. 0.05% Reduce -79.9% 1,910 $437K
Chemistry Wealth Management LLC 0.12% Add +0.1% 1,909 $436K
Veery Capital, LLC 0.18% Reduce -21.0% 1,905 $436K
Cypress Capital Group 0.05% No change 1,894 $433K
OLIO Financial Planning 0.18% No change 2,004 $432K
DecisionPoint Financial, LLC 0.17% Reduce -3.6% 1,992 $431K
Selective Wealth Management, Inc. 0.19% Reduce -5.8% 1,954 $431K
AllSquare Wealth Management LLC 0.25% No change 1,880 $430K
Unionview, LLC 0.35% Add +0.3% 1,876 $429K
Adamsbrown Wealth Consultants LLC 0.17% Reduce -4.8% 1,875 $429K
HBK Sorce Advisory LLC 0.02% Add +21.0% 1,871 $428K
Caldwell Trust Co 0.05% No change 1,869 $427K
Bar Harbor Wealth Management 0.03% Add +3.6% 1,864 $426K
Geneos Wealth Management Inc. 0.02% Reduce -20.8% 1,858 $425K
Vision Capital Management, Inc. 0.06% Reduce -9.5% 1,847 $422K
Willis Johnson & Associates, Inc. 0.04% Reduce -6.5% 1,843 $421K
Kaizen Financial Strategies 0.29% Reduce -4.9% 1,842 $421K
Milestone Investment Advisors LLC 0.11% No change 1,841 $421K
Bison Wealth, LLC 0.07% Add +4.5% 1,840 $421K
GEM Asset Management, LLC 0.28% Add +2.7% 1,990 $420K
Horan Securities, Inc. 0.20% Reduce -32.3% 1,838 $420K
Sanctuary Wealth Management, L.L.C. 0.34% New 1,820 $416K
Wilmington Savings Fund Society, FSB 0.02% — 1,820 $416K
Pacific Sage Partners, LLC 0.11% Add +13.8% 1,815 $415K
First National Bank of Mount Dora, Trust Investment Services 0.10% Reduce -0.8% 1,808 $413K
LifeGuide Financial Advisors, LLC 0.21% Reduce -21.6% 1,806 $413K
Kavar Capital Partners Group, LLC 0.08% Reduce -49.3% 1,800 $411K
World Investment Advisors 0.06% Reduce -78.5% 1,797 $411K
Kirtland Hills Capital Management, LLC 0.35% — 1,858 $410K
Verdence Capital Advisors LLC 0.04% Add +1.5% 1,787 $408K
Autumn Glory Partners, LLC 0.20% No change 1,785 $408K
Summit Wealth & Retirement Planning, Inc. 0.15% Add +8.7% 1,781 $407K
LexAurum Advisors, LLC 0.10% Reduce -12.7% 1,777 $406K
Mogy Joel R Investment Counsel Inc. 0.03% Add +102.9% 1,775 $406K
Continental Investors Services, Inc. 0.96% Add +32.6% 1,785 $405K
TrinityPoint Wealth, LLC 0.07% Add +1.7% 1,768 $404K
Equita Financial Network, Inc. 0.18% Add +81.0% 1,767 $404K
Tolleson Wealth Management, Inc. 0.08% No change 1,761 $403K
Titleist Asset Management, LLC 0.07% New 1,762 $403K
Paragon Capital Management LLC 0.22% Add +0.2% 1,761 $403K
Girard Partners LTD. 0.04% Reduce -24.1% 1,760 $403K
Legacy Private Trust Co. 0.03% New 1,760 $402K
Evergreen Wealth Management, LLC 0.27% No change 1,739 $398K
Pallas Capital Advisors LLC 0.02% Reduce -2.6% 1,737 $397K
Arvest Trust Co. N A 0.02% Reduce -52.4% 1,731 $396K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -0.5% 1,726 $395K
Camden National Bank 0.07% Add +2.3% 1,725 $394K
Philadelphia Trust Co. 0.03% Reduce -21.2% 1,725 $394K
Arthur M. Cohen & Associates, LLC 0.08% Reduce -30.9% 1,705 $390K
Carret Asset Management, LLC 0.05% Add +3.0% 1,695 $387K
Relyea Zuckerberg Hanson LLC 0.07% Add +0.2% 1,694 $387K
TruNorth Capital Management, LLC 0.13% — 1,692 $387K
Total Clarity Wealth Management, Inc. 0.13% Add +2.8% 1,688 $386K
Global Financial Private Client, LLC 0.17% Add +1.3% 1,701 $385K
Fortis Capital Management LLC 0.10% Add +0.3% 1,684 $385K
Nova R Wealth, Inc. 0.20% Add +20.3% 1,683 $385K
Bouchey Financial Group, Ltd. 0.04% Reduce -1.9% 1,679 $384K
Harmony Asset Management LLC 0.16% New 1,669 $382K
Savvy Advisors, Inc. 0.22% Reduce -7.7% 1,665 $381K
Partnership Wealth Management, LLC 0.27% Add +0.2% 1,660 $379K
Integrity Wealth Solutions LLC 0.25% Add +10.5% 1,658 $379K
Weitzel Financial Services, Inc. 0.19% No change 1,672 $379K
Howland Capital Management LLC 0.02% No change 1,647 $376K
Cedar Point Capital Partners, LLC 0.29% Reduce -7.1% 1,644 $376K
Belmont Capital, LLC 0.10% Add +87.2% 1,638 $374K
FF Advisors,LLC 0.26% Add +7.9% 1,633 $373K
Smith Salley Wealth Management 0.03% Reduce -19.2% 1,633 $373K
Altiora Financial Group, LLC 0.10% No change 1,631 $373K
Middleton & Co. Inc. 0.04% No change 1,630 $373K
Clearstead Trust, LLC 0.10% Add +0.3% 1,626 $372K
Tower View Wealth Management LLC 0.22% Add +0.3% 1,620 $370K
Tocqueville Asset Management L.P. 0.01% No change 1,618 $370K
Trilogy Capital Inc. 0.02% Add +16.5% 1,613 $369K
Coastwise Capital Group, LLC 0.34% No change 1,602 $366K
Jane Street Group, LLC 0.00% Reduce -30.0% 1,600 $366K
Legacy Financial Advisors, Inc. 0.07% Reduce -5.1% 1,599 $366K
WealthTrust Axiom LLC 0.12% No change 1,590 $363K
Plante Moran Financial Advisors, LLC 0.04% Add +354.1% 1,585 $362K
Eagle Bay Advisors LLC 0.23% Add +549.2% 1,584 $362K
Keener Financial Planning LLC 0.25% No change 1,580 $362K
Curi Capital, LLC 0.01% Add +28.3% 1,580 $361K
River Street Advisors LLC 0.24% New 1,580 $361K
Obsidian Personal Planning Solutions LLC 0.24% New 1,689 $361K
Synergy Financial Group, LTD 0.41% New 1,577 $360K
Elmwood Wealth Management, Inc. 0.15% Add +15.8% 1,572 $359K
Austin Private Wealth, LLC 0.04% Reduce -10.6% 1,602 $359K
Donor Advised Charitable Giving, Inc. 0.01% No change 1,571 $359K
Sara-Bay Financial 0.16% Add +7.0% 1,578 $358K
Florida Financial Advisors, LLC 0.26% Add +60.1% 1,561 $357K
EagleClaw Capital Managment, LLC 0.06% No change 1,550 $354K
Discipline Wealth Solutions, LLC 0.32% Reduce -42.0% 1,546 $350K
Transform Wealth, LLC 0.03% Add +13.7% 1,532 $350K
Quantinno Capital Management LP 0.01% Add +10.4% 1,525 $349K
Oak Harvest Investment Services 0.06% Add +16.2% 1,516 $347K
DF Dent & Co. Inc. 0.00% No change 1,510 $345K
Shepherd Financial Partners LLC 0.04% No change 1,504 $344K
Cambridge Financial Group, LLC 0.16% Add +0.1% 1,502 $343K
Retirement Guys Formula LLC 0.17% Add +51.2% 1,501 $343K
Schmidt P J Investment Management Inc. 0.06% Add +6.2% 1,498 $342K
Cutler Group LLC / CA 0.17% Add +400.0% 1,500 $342K
Journey Strategic Wealth LLC 0.02% Reduce -6.1% 1,488 $340K
Alta Wealth Advisors LLC 0.17% Reduce -2.3% 1,487 $340K
Beacon Investment Advisory Services, Inc. 0.01% No change 1,483 $339K
Argus Investors' Counsel, Inc. 0.21% New 1,480 $338K
Horst & Graben Wealth Management LLC 0.07% Reduce -0.8% 1,466 $335K
Alliance Wealth Advisors, LLC 0.21% Reduce -5.4% 1,462 $334K
Westmount Partners, LLC 0.12% Reduce -1.1% 1,462 $334K
Gerber Kawasaki Wealth & Investment Management 0.02% Reduce -11.6% 1,459 $334K
Glen Eagle Advisors, LLC 0.06% Add +9.5% 1,458 $333K
L. Roy Papp & Associates, LLP 0.04% Add +16.0% 1,455 $333K
Callan Capital, LLC 0.03% No change 1,452 $332K
Archer Investment Corp 0.10% Add +1.1% 1,443 $330K
Congress Asset Management Co. 0.00% No change 1,443 $330K
HM Payson & Co. 0.01% Add +3.2% 1,436 $328K
Kwmg, LLC 0.04% Reduce -14.1% 1,435 $328K
Diversify Advisory Services, LLC 0.02% — 1,447 $328K
Azimuth Capital Investment Management LLC 0.01% New 1,435 $328K
Herold Advisors, Inc. 0.08% Add +1.3% 1,433 $328K
Human Investing LLC 0.07% Add +2.1% 1,431 $327K
Pennsylvania Capital Management Inc. 0.14% No change 1,430 $327K
Hancock Whitney Corp. 0.01% No change 1,429 $327K
Madison Wealth Partners, Inc 0.12% No change 1,422 $325K
Flower City Capital 0.22% Reduce -1.3% 1,416 $324K
Sheets Smith Wealth Management 0.04% New 1,414 $323K
Douglass Winthrop Advisors, LLC 0.01% New 1,395 $319K
Windward Private Wealth Management Inc. 0.13% Reduce -15.4% 1,394 $319K
Howe & Rusling Inc. 0.03% Add +15.6% 1,389 $318K
Angeles Wealth Management, LLC 0.03% Reduce -22.8% 1,388 $317K
Tiller Private Wealth, Inc. 0.14% Reduce -31.6% 1,385 $317K
JGP Wealth Management, LLC 0.05% Reduce -7.0% 1,382 $316K
Warren Street Wealth Advisors, LLC 0.16% No change 1,381 $316K
Lion Street Advisors, LLC 0.13% No change 1,477 $315K
Clifford Group, LLC 0.26% No change 1,374 $314K
Invst, LLC 0.04% Add +2.8% 1,378 $312K
Chevy Chase Trust Holdings, LLC 0.00% No change 1,360 $311K
Abacus Wealth Partners, LLC 0.05% New 1,356 $310K
Total Wealth Planning, LLC 0.05% Reduce -12.3% 1,355 $310K
Clark Estates Inc. 0.05% No change 1,350 $309K
Farmers Trust Co. 0.06% Add +17.4% 1,349 $308K
Detalus Advisors, LLC 0.11% Add +1.5% 1,346 $308K
Opal Wealth Advisors, LLC 0.10% Add +17.1% 1,345 $308K
Grey Ledge Advisors, LLC 0.09% Add +9.5% 1,343 $307K
Avidian Wealth Enterprises, LLC 0.02% Add +2.6% 1,342 $307K
Kelly Financial Services LLC 0.12% Reduce -9.4% 1,337 $306K
Key Financial Inc 0.08% No change 1,336 $305K
First Trust Direct Indexing L.P. 0.02% New 1,335 $305K
Resources Management Corp. /CT/ 0.04% Add +0.4% 1,336 $305K
KWB Wealth 0.04% Reduce -1.6% 1,329 $304K
Balboa Wealth Partners 0.10% Reduce -9.2% 1,328 $304K
ZWJ Investment Counsel Inc. 0.01% Add +20.4% 1,317 $301K
Avantax Planning Partners, Inc. 0.01% Reduce -2.7% 1,312 $300K
Bakala Capital LLC 2.57% New 1,307 $299K
Resonant Capital Advisors, LLC 0.03% No change 1,302 $298K
Wills Financial Group, Inc. 0.14% No change 1,296 $296K
WMG Financial Advisors, LLC 0.17% Reduce -7.9% 1,295 $296K
Hill Investment Group Partners, LLC 0.04% No change 1,293 $296K
Indiana Trust & Investment Management Co 0.12% No change 1,292 $295K
Dravo Bay LLC 0.17% Add +25.3% 1,287 $294K
First Financial Bankshares Inc 0.01% Reduce -3.8% 1,287 $294K
Hilltop Holdings Inc. 0.03% Add +17.0% 1,282 $293K
Fernwood Investment Management, LLC 0.08% Reduce -11.3% 1,265 $289K
L.M. Kohn & Company 0.08% Reduce -7.1% 1,264 $289K
Wellington Wealth Strategies, LLC. 0.13% New 1,263 $289K
Prosperity Consulting Group, LLC 0.04% Add +16.7% 1,258 $288K
Pitcairn Co. 0.02% No change 1,257 $287K
Financial Life Advisors 0.12% Reduce -27.7% 1,254 $287K
GHP Investment Advisors, Inc. 0.01% Reduce -3.6% 1,253 $286K
Motco 0.02% Add +900.0% 1,250 $286K
Valley Financial Group, Inc. 0.22% Reduce -13.7% 1,249 $286K
CGC Financial Services, LLC 0.15% No change 1,247 $285K
MBA Advisors LLC 0.15% Reduce -2.2% 1,244 $284K
Derbend Asset Management 0.14% Add +0.3% 1,242 $284K
SJS Investment Consulting Inc. 0.06% No change 1,239 $283K
Monograph Wealth Advisors, LLC 0.04% Reduce -26.7% 1,236 $282K
Aspect Partners, LLC 0.22% No change 1,226 $280K
RVW Wealth, LLC 0.03% Add +29.0% 1,223 $280K
Live Oak Private Wealth LLC 0.05% Add +0.5% 1,222 $279K
SilverOak Wealth Management LLC 0.07% Reduce -5.3% 1,219 $279K
Raffa Wealth Management, LLC 0.08% Add +0.3% 1,215 $278K
Oakworth Capital, Inc. 0.02% Add +2.2% 1,213 $277K
Campbell Wealth Management 0.03% Add +7.6% 1,213 $277K
Busey Bank 0.01% Reduce -23.5% 1,205 $275K
Lincoln Capital LLC 0.06% Add +8.7% 1,202 $275K
Richard P Slaughter Associates Inc 0.07% Reduce -0.8% 1,202 $275K
Millington Financial Advisors, LLC 0.20% Add +2.7% 1,201 $275K
Cornerstone Advisory, LLC 0.04% Reduce -20.8% 1,200 $274K
New Century Financial Group, LLC 0.19% Add +4.0% 1,196 $273K
RDA Financial Network 0.09% No change 1,196 $273K
Facet Wealth, Inc. 0.01% New 1,232 $273K
Sequent Planning LLC 0.10% — 1,193 $273K
Marco Investment Management LLC 0.03% New 1,189 $272K
Tactive Advisors, LLC 0.14% Reduce -17.3% 1,188 $272K
Boston Mountain Money Management Inc. 0.19% — 1,188 $272K
McCarthy Asset Management, Inc. 0.17% Reduce -12.4% 1,187 $271K
Shakespeare Wealth Management, LLC 0.08% Reduce -1.1% 1,186 $271K
Moody National Bank Trust Division 0.02% No change 1,186 $271K
Vise Technologies, Inc. 0.05% Reduce -35.4% 1,184 $271K
4Thought Financial Group Inc. 0.18% Add +19.4% 1,179 $270K
Personal Cfo Solutions, LLC 0.04% New 1,173 $268K
DHJJ Financial Advisors, Ltd. 0.12% No change 1,168 $267K
Aull & Monroe Investment Management Corp 0.12% No change 1,168 $267K
Capital Investment Advisory Services, LLC 0.03% Reduce -50.2% 1,166 $267K
Capital Advisors Wealth Management, LLC 0.06% Add +3.9% 1,160 $265K
Callan Family Office, LLC 0.06% No change 1,159 $265K
Brown Miller Wealth Management, LLC 0.12% No change 1,154 $264K
Heck Capital Advisors, LLC 0.04% Add +0.3% 1,153 $264K
Beacon Capital Management, LLC 0.05% Reduce -0.4% 1,148 $262K
Sunpointe, LLC 0.29% Reduce -19.0% 1,142 $261K
Shared Vision Wealth Group LLC 0.16% No change 1,141 $261K
Perkins Coie Trust Co 0.06% No change 1,140 $261K
Capital Wealth Management, LLC 0.12% Reduce -36.6% 1,135 $259K
Courage Miller Partners, LLC 0.09% Add +0.2% 1,133 $259K
Blueprint Investment Partners LLC 0.05% Reduce -5.2% 1,130 $258K
Beck Mack & Oliver LLC 0.01% Reduce -3.4% 1,130 $258K
Austin Wealth Management, LLC 0.06% Add +1.1% 1,153 $258K
R. W. Roge & Company, Inc. 0.16% Reduce -3.8% 1,126 $258K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -1.0% 1,205 $257K
180 Wealth Advisors, LLC 0.05% Add +1.3% 1,125 $257K
Traction Financial Partners, LLC 0.20% Reduce -9.1% 1,154 $257K
Geometric Wealth Advisors 0.06% No change 1,116 $255K
Pegasus Partners Ltd. 0.03% No change 1,115 $255K
Aletheian Wealth Advisors LLC 0.14% Reduce -1.7% 1,112 $254K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.11% No change 1,177 $254K
Waterfront Wealth Inc. 0.07% Reduce -19.3% 1,175 $253K
BKM Wealth Management, LLC 0.11% Reduce -29.3% 1,105 $253K
Valued Retirements, Inc. 0.40% Add +0.1% 1,096 $250K
Raleigh Capital Management Inc. 0.11% Reduce -1.1% 1,096 $250K
Elevate Wealth Advisory, Inc. 0.22% No change 1,095 $250K
Davis Investment Partners, LLC 0.11% No change 1,128 $249K
Foster Group, Inc. 0.01% New 1,082 $247K
Sentry LLC 0.05% No change 1,080 $247K
Stonegate Investment Group, LLC 0.01% Add +11.9% 1,080 $247K
Matrix Asset Advisors Inc. 0.03% No change 1,078 $246K
Sentinel Pension Advisors, LLC 0.05% Add +1.9% 1,074 $246K
BCGM Wealth Management, LLC 0.09% Reduce -17.1% 1,073 $245K
Silvia McColl Wealth Management, LLC 0.21% Add +1.0% 1,110 $245K
Lake Street Private Wealth, LLC 0.03% Add +0.1% 1,065 $244K
SpiderRock Advisors, LLC 0.01% — 1,108 $243K
Stonebrook Private Inc. 0.07% Reduce -10.4% 1,063 $243K
Truvestments Capital LLC 0.09% Add +0.3% 1,061 $243K
Sensible Money, LLC 0.13% No change 1,061 $243K
Penobscot Investment Management Company, Inc. 0.03% New 1,059 $242K
Covenant Asset Management, LLC 0.06% No change 1,055 $241K
Revisor Wealth Management LLC 0.11% Reduce -14.9% 1,076 $240K
Walker Financial Services, Inc. 0.20% New 1,050 $240K
Reynders McVeigh Capital Management, LLC 0.01% New 1,036 $237K
Prostatis Group LLC 0.09% New 1,026 $235K
Impact Partnership Wealth, LLC 0.09% Reduce -12.3% 1,025 $234K
Community Bank, N.A. 0.03% No change 1,025 $234K
Level Financial Advisors 0.11% Add +36.0% 1,024 $234K
Bensler, LLC 0.03% Reduce -11.4% 1,021 $233K
FinTrust Capital Advisors, LLC 0.05% No change 1,021 $233K
ETF Store, Inc. 0.13% Add +0.3% 1,020 $233K
Van Hulzen Asset Management, LLC 0.02% Reduce -6.1% 1,018 $233K
Breakwater Investment Management 0.11% — 1,016 $232K
Madison Park Capital Advisors, LLC 0.20% New 1,015 $232K
Northstar Advisory Group, LLC 0.14% Reduce -2.3% 1,039 $232K
VERITY Wealth Advisors 0.18% No change 1,015 $232K
Nixon Peabody Trust Co. 0.02% Reduce -15.9% 1,015 $232K
Redhawk Wealth Advisors, Inc. 0.04% Add +2.3% 1,014 $232K
IAG Wealth Partners, LLC 0.05% Reduce -0.4% 1,013 $232K
Gilbert & Cook, Inc. 0.03% No change 1,012 $231K
Good Life Advisors, LLC 0.02% Reduce -48.3% 1,010 $231K
CAP Partners, LLC 0.20% No change 1,010 $231K
WNY Asset Management, LLC 0.04% Reduce -27.3% 1,009 $231K
Tempus Wealth Planning, LLC 0.10% No change 1,001 $229K
EnRich Financial Partners LLC 0.09% Add +0.2% 1,000 $229K
Shulman DeMeo Asset Management LLC 0.06% No change 1,000 $229K
Security National Bank of Sioux City Iowa 0.16% Reduce -85.5% 992 $227K
Tsfg, LLC 0.06% Add +21.1% 987 $226K
First Trust Investment Solutions L.P. 0.04% No change 988 $226K
Barclays PLC 0.00% No change 988 $226K
Ballentine Capital Advisors, Inc 0.12% No change 995 $225K
Amplius Wealth Advisors, LLC 0.03% Reduce -6.1% 976 $223K
Burt Wealth Advisors 0.06% New 972 $222K
First Western Trust Bank 0.01% No change 969 $222K
Bluesphere Advisors LLC 0.12% Add +0.3% 966 $221K
Bluespring Wealth Management, LLC 0.02% Reduce -13.0% 962 $220K
Retirement Income Solutions, Inc. 0.05% No change 961 $220K
Grant/GrossMendelsohn, LLC 0.10% New 974 $219K
Interchange Capital Partners, LLC 0.15% New 893 $217K
Baxter Bros Inc. 0.03% Reduce -2.4% 943 $216K
AF Advisors, Inc. 0.05% New 935 $214K
GFG Capital, LLC 0.06% New 935 $214K
Mason Investment Advisory Services, Inc. 0.01% New 935 $214K
Fragasso Financial Advisors Inc 0.02% Reduce -7.5% 935 $214K
Oarsman Capital, Inc. 0.05% Reduce -21.3% 933 $213K
Jacobi Capital Management LLC 0.02% Reduce -2.6% 931 $213K
Holderness Investments Co. 0.05% New 931 $213K
High Net Worth Advisory Group LLC 0.07% New 929 $213K
Private Management Group Inc. 0.01% Reduce -3.0% 928 $212K
Covestor Ltd 0.13% Add +12.9% 927 $212K
Quent Capital, LLC 0.02% Reduce -7.2% 926 $212K
Twin Capital Management Inc. 0.03% New 925 $212K
Central Bank & Trust Co. 0.03% No change 925 $211K
JTC Employer Solutions Trustee Ltd 0.01% No change 925 $211K
Matisse Capital 0.10% Reduce -2.4% 923 $211K
Berkeley, Inc 0.13% Reduce -15.1% 921 $211K
Pine Harbor Wealth Management, LLC 0.13% Reduce -31.1% 921 $210K
Essex LLC 0.05% New 917 $210K
North Ridge Wealth Advisors, Inc. 0.16% Reduce -6.5% 915 $209K
Drake & Associates, LLC 0.08% New 914 $209K
Correct Capital Wealth Management 0.05% New 913 $209K
StrongBox Wealth, LLC 0.11% New 910 $208K
Osborne Partners Capital Management, LLC 0.01% New 909 $208K
First Foundation Advisors 0.01% Reduce -18.6% 909 $208K
Retirement Capital Strategies 0.08% New 907 $207K
Ehrlich Financial Group 0.17% New 901 $206K
Pacific Financial Group Inc. 0.14% New 901 $206K
Nomura Asset Management Co. Ltd. 0.00% No change 900 $206K
Regimen Wealth, LLC 0.07% New 898 $205K
Roman Butler Fullerton & Co. 0.08% No change 961 $205K
RKL Wealth Management LLC 0.02% New 897 $205K
Kraft, Davis & Associates, LLC 0.06% New 910 $204K
Nilsine Partners, LLC 0.03% New 891 $204K
Coyle Financial Counsel LLC 0.07% Reduce -12.8% 890 $203K
Tudor Investment Corporation 0.00% New 890 $203K
Colonial River Investments, LLC 0.11% New 889 $203K
Braun-Bostich & Associates Inc. 0.17% Reduce -12.1% 888 $203K
Beacon Wealthcare LLC 0.09% New 887 $203K
Buffington Mohr McNeal 0.04% New 885 $202K
Signet Financial Management, LLC 0.03% New 882 $202K
Almanack Investment Partners, LLC. 0.03% New 881 $201K
Beam Wealth Advisors, Inc. 0.12% New 880 $201K
Evergreen Advisors, LLC 0.06% New 880 $201K
Absolute Capital Management, LLC 0.13% New 877 $201K
Caldwell Sutter Capital, Inc. 0.10% Add +8.7% 878 $201K
RCS Financial Planning, LLC 0.12% New 877 $200K
LVW Advisors, LLC 0.03% New 877 $200K
Richard W. Paul & Associates, LLC 0.08% Reduce -6.4% 863 $197K
Twin City Private Wealth, LLC 0.19% — 842 $192K
MCF Advisors LLC 0.01% Reduce -4.0% 824 $188K
WealthShield Partners, LLC 0.03% Reduce -46.3% 812 $186K
Belvedere Trading LLC 0.01% New 801 $183K
Householder Group Estate & Retirement Specialist, LLC 0.05% Reduce -4.9% 791 $181K
LRI Investments, LLC 0.05% — 790 $181K
Heritage Wealth Advisors 0.01% Reduce -80.7% 790 $181K
Advantage Trust Co 0.13% Add +40.3% 766 $175K
Register Financial Advisors LLC 0.09% Add +86.1% 735 $168K
NorthRock Partners, LLC 0.01% Add +25.6% 730 $167K
Pathway Financial Advisers, LLC 0.06% Add +7.3% 703 $161K
Northwest Bank & Trust Co 0.15% No change 746 $159K
Morling Financial Advisors, LLC 0.09% No change 680 $155K
Burkett Financial Services, LLC 0.08% Add +2.3% 672 $154K
Coston, McIsaac & Partners 0.05% No change 657 $150K
Hazlett, Burt & Watson, Inc. 0.09% Add +17.8% 654 $149K
Johnson Financial Group, Inc. 0.01% Reduce -23.6% 632 $144K
Vestor Capital, LLC 0.01% New 608 $139K
Financial Gravity Asset Management, Inc. 0.04% No change 632 $135K
Cape Investment Advisory, Inc. 0.06% Add +2.5% 562 $128K
Planning Capital Management Corp 0.09% Reduce -72.9% 558 $128K
Pacific Center for Financial Services 0.04% No change 558 $128K
CarsonAllaria Wealth Management, Ltd. 0.08% New 555 $127K
WealthCollab, LLC 0.09% No change 546 $125K
Element Wealth, LLC 0.07% No change 540 $123K
JFS Wealth Advisors, LLC 0.01% Add +0.2% 536 $123K
Centennial Bank 0.06% Add +8.5% 534 $122K
Founders Capital Management 0.08% Reduce -12.4% 524 $120K
Balentine LLC 0.00% Add +2.8% 524 $120K
Woodard & Co. Asset Management Group Inc. 0.03% No change 500 $114K
Toth Financial Advisory Corp. 0.01% Add +0.2% 499 $114K
Versant Capital Management, Inc 0.03% Add +9.7% 497 $114K
Private Wealth Management Group, LLC 0.05% No change 480 $110K
Atticus Wealth Management, LLC 0.04% Add +0.2% 479 $109K
BNP Paribas Financial Markets 0.00% Add +75.7% 478 $109K
Townsend Asset Management Corp. /NC/ 0.04% Reduce -11.4% 467 $107K
Custom Portfolio Group LLC 0.09% No change 458 $105K
Armor Investment Advisors, LLC 0.05% No change 456 $104K
Global Trust Asset Management, LLC 0.04% Reduce -11.1% 450 $103K
Vermillion & White Wealth Management Group, LLC 0.08% New 450 $103K
GPS Wealth Strategies Group, LLC 0.02% Add +0.2% 446 $102K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 445 $102K
Broadwater Capital Management LLC 0.08% No change 445 $102K
EPG Wealth Management LLC 0.02% No change 439 $100K
DiNuzzo Private Wealth, Inc. 0.01% No change 492 $99K
Ulland Investment Advisors, LLC 0.08% Add +1.2% 425 $97K
West Oak Capital, LLC 0.04% No change 418 $96K
Sunbelt Securities, Inc. 0.01% Add +4.0% 413 $94K
Nemes Rush Group LLC 0.01% Reduce -23.4% 409 $93K
Clear Point Advisors Inc. 0.08% Add +0.3% 405 $92K
Arcadia Investment Management Corp. 0.02% No change 404 $92K
First Community Trust NA 0.08% No change 389 $89K
Tyler-Stone Wealth Management 0.04% No change 385 $88K
Gradient Investments LLC 0.00% Add +1.3% 379 $87K
Mb, Levis & Associates, LLC 0.05% Add +0.3% 378 $86K
Smartleaf Asset Management LLC 0.02% Add +2.5% 375 $85K
Gilliland Jeter Wealth Management LLC 0.03% New 371 $85K
Birchbrook, Inc. 0.05% Reduce -9.2% 367 $84K
Albion Financial Group 0.01% No change 360 $82K
GS Investments, Inc. 0.04% No change 357 $82K
Paladin Advisory Group, LLC 0.06% No change 355 $80K
Granite FO LLC 0.04% No change 328 $76K
Pacifica Partners Inc. 0.03% No change 316 $71K
PSI Advisors, LLC 0.03% No change 309 $71K
Mark Sheptoff Financial Planning, LLC 0.04% No change 300 $69K
City Holding Co. 0.01% No change 294 $67K
Cambridge Trust Co. 0.00% No change 291 $67K
Trust Co 0.01% No change 275 $63K
Russell Investments Group, Ltd. 0.00% New 272 $62K
FSA Wealth Management LLC 0.03% Add +26900.0% 270 $62K
Bfsg, LLC 0.01% No change 269 $61K
MTM Investment Management, LLC 0.02% Add +725.0% 264 $60K
Spotlight Asset Group, Inc. 0.04% No change 262 $60K
Hexagon Capital Partners LLC 0.01% Reduce -0.4% 260 $60K
TD Waterhouse Canada Inc. 0.00% Reduce -86.5% 224 $59K
Qube Research & Technologies Ltd 0.00% Reduce -47.1% 258 $59K
Global Wealth Strategies & Associates 0.02% Reduce -46.1% 254 $58K
Robinswood Financial LLC 0.02% Add +2.0% 256 $58K
Criterion Capital Advisors, LLC 0.04% No change 250 $57K
Sawyer & Company, Inc 0.02% Add +66.7% 245 $56K
Palisade Asset Management, LLC 0.01% New 242 $55K
Financial Management Professionals, Inc. 0.01% No change 242 $55K
SRH Advisors, LLC 0.02% No change 240 $55K
HighMark Wealth Management LLC 0.03% Add +577.1% 237 $54K
ESL Trust Services, LLC 0.01% New 231 $53K
Main Management LLC 0.00% New 229 $52K
Hilltop National Bank 0.02% — 221 $51K
Hantz Financial Services, Inc. 0.00% Add +7.3% 219 $50K
Acima Private Wealth, LLC 0.02% Reduce -9.6% 217 $50K
Wit, LLC 1.46% Reduce -20.1% 210 $48K
Laurel Wealth Advisors LLC 0.01% No change 210 $48K
Jackson, Grant Investment Advisers, Inc. 0.02% No change 209 $48K
LifeSteps Financial, Inc. 0.04% New 208 $48K
First Personal Financial Services 0.01% Reduce -33.0% 205 $47K
Marquette Associates, Inc. 0.03% Reduce -85.6% 182 $42K
SYM FINANCIAL Corp 0.01% No change 180 $41K
Your Advocates Ltd., LLP 0.02% Add +1383.3% 178 $41K
Colonial Trust Advisors 0.00% No change 178 $41K
NFSG Corp 0.02% No change 175 $40K
Goodman Advisory Group, LLC 0.01% No change 173 $40K
Orion Capital Management LLC 0.02% No change 158 $36K
Union Savings Bank 0.02% No change 158 $36K
Mine & Arao Wealth Creation & Management, LLC. 0.02% No change 155 $35K
Tucker Asset Management LLC 0.01% No change 155 $35K
Winch Advisory Services, LLC 0.01% Add +0.7% 152 $35K
Family Manage LLC 0.01% No change 150 $34K
Canton Hathaway, LLC 0.01% No change 150 $34K
Alaska Wealth Advisors, LLC 0.01% No change 148 $34K
Rain Capital Management, LLC 0.02% No change 146 $33K
Ballast Advisors LLC 0.01% Reduce -23.7% 145 $33K
Hanson & Doremus Investment Management 0.01% No change 145 $33K
Syntrinsic LLC 0.01% No change 144 $33K
Chesapeake Asset Management LLC 0.03% Add +110.3% 143 $33K
Bellevue Asset Management, LLC 0.02% Add +0.7% 143 $33K
Addison Advisors LLC 0.01% Add +5.3% 140 $32K
AlphaMark Advisors, LLC 0.01% Reduce -42.2% 137 $31K
Signature Resources Capital Management, LLC 0.03% No change 144 $31K
Private Wealth Strategies, L.L.C. 0.01% New 29,795 $30K
Syntax Research, Inc. 0.02% No change 129 $29K
Concord Wealth Partners 0.01% No change 129 $29K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 124 $28K
Robinson Capital Management, LLC 0.01% Reduce -50.0% 125 $27K
Avion Wealth 0.01% No change 116 $27K
Ironwood Wealth Management, LLC. 0.01% Add +8.7% 112 $26K
Studio Investment Management LLC 0.01% New 109 $25K
GAMMA Investing LLC 0.01% No change 109 $25K
Sittner & Nelson, LLC 0.01% No change 107 $24K
First Pacific Financial 0.01% New 100 $23K
Compass Wealth Management LLC 0.01% No change 100 $23K
Godsey & Gibb, Inc. 0.00% New 100 $23K
Arlington Trust Co LLC 0.01% No change 90 $21K
Global Assets Advisory, LLC 0.01% New 90 $20K
Aberdeen Wealth Management LLC 0.01% New 87 $20K
Financial Perspectives, Inc 0.01% Add +6.2% 86 $20K
Mma Asset Management LLC 0.01% New 82 $19K
Pineridge Advisors LLC 0.01% No change 81 $19K
Peachtree Investment Partners, LLC 0.01% Add +1.3% 80 $18K
Tidemark, LLC 0.01% Reduce -24.5% 74 $17K
West Paces Advisors Inc. 0.00% No change 72 $16K
Cyrus J. Lawrence, LLC 0.00% — 72 $16K
Headlands Technologies LLC 0.00% New 69 $16K
Sound Income Strategies, LLC 0.00% Reduce -65.6% 66 $15K
Friedenthal Financial 0.01% Reduce -8.4% 65 $15K
Tradewinds Capital Management, LLC 0.00% Reduce -75.5% 65 $15K
PFG Private Wealth Management, LLC 0.01% No change 64 $15K
Silicon Valley Capital Partners 0.00% No change 64 $15K
Pension & Wealth Management Advisors, Inc. 0.01% No change 61 $14K
Atlantic Private Wealth, LLC 0.01% No change 53 $12K
Adirondack Trust Co. 0.00% No change 51 $12K
Fuller & Thaler Asset Management, Inc. 0.00% New 51 $12K
MGB Wealth Management, LLC 0.00% No change 50 $11K
Transamerica Financial Advisors, LLC 0.00% Reduce -98.2% 47 $11K
Red Tortoise LLC 0.01% Add +2.1% 48 $11K
American Capital Advisory, LLC 0.01% Add +816.7% 55 $10K
Ruedi Wealth Management, Inc. 0.00% No change 44 $10K
PFS Partners, LLC 0.01% No change 43 $10K
Balefire, LLC 0.00% Add +44.8% 42 $10K
Riggs Asset Managment Co. Inc. 0.00% No change 40 $9K
Jackson Hole Capital Partners, LLC 0.00% No change 39 $9K
Vima LLC 0.01% No change 44 $8K
Provident Wealth Management, LLC 0.00% Reduce -56.3% 35 $8K
Wetzel Investment Advisors, Inc. 0.00% No change 37 $8K
Retirement Group, LLC 0.00% No change 34 $8K
Fairman Group, LLC 0.01% Add +255.6% 32 $7K
Cordgrass Capital Advisors, LLC 0.00% Reduce -37.3% 32 $7K
Zeit Capital LLC 0.01% No change 30 $7K
Anfield Capital Management, LLC 0.00% New 30 $7K
Rice Partnership, LLC 0.00% New 27 $6K
WR Wealth Planners, LLC 0.00% New 23 $5K
Arvest Investments, Inc. 0.00% No change 22 $5K
Van Den Berg Management I, Inc. 0.00% No change 13 $3K
Hamilton Point Investment Advisors, LLC 0.00% No change 12 $3K
Wolff Wiese Magana LLC 0.00% No change 11 $3K
West Branch Capital LLC 0.00% Reduce -33.3% 10 $2K
Rosenberg Matthew Hamilton 0.00% No change 10 $2K
Centerpoint Advisors, LLC 0.00% No change 7 $2K
Loomis Sayles & Co. L P 0.00% New 9 $2K
Family Asset Management, LLC 0.00% Add +600.0% 7 $2K
Horizon Investments, LLC 0.00% Reduce -46.1% 7 $2K
Grand Wealth Management, LLC 0.00% No change 6 $1K
Abich Financial Wealth Management LLC 0.00% No change 6 $1K
Cedar Mountain Advisors, LLC 0.00% No change 5 $1K
Nordwand Advisors, LLC 0.00% No change 3 $686
Rakuten Securities, Inc. 0.00% New 3 $686
Running Point Capital Advisors, LLC 0.00% Reduce -98.8% 1 $229

"% of holder's portfolio" is VB's weight in each manager's 13F, not the share of Vanguard Most SM-Cap ETF-Usd the manager owns.