Vanguard Most SM-Cap ETF-UsdVBETF

13F holders, Q3 2024 (September 30)
1,977holders +57
122new positions
68sold out
4famous investors
$237.66avg. 13F price*

At the end of Q3 2024, 1,977 institutions reported holding Vanguard Most SM-Cap ETF-Usd (VB) in their 13F filings, up 57 from Q2 2024. 122 opened new positions and 68 sold out. The largest holders were Bank of America Corp. ($6.0B), Morgan Stanley ($1.7B) and Jones Financial Companies LLLP ($1.7B). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions122$163.0M
Exits68$40.3M

All 13F filers, Q2 2024 → Q3 2024: 7,642,642 shares bought and 5,178,245 shares sold, net +2,464,397 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,977 holders

Bank of America Corp. 0.52% Add +5.9% 25,101,139 $6.0B
Morgan Stanley 0.13% Add +2.2% 7,339,864 $1.7B
Jones Financial Companies LLLP 1.75% Add +2.5% 7,213,854 $1.7B
Envestnet Asset Management Inc. 0.40% Add +4.2% 5,208,731 $1.2B
Wells Fargo & Company 0.30% Add +16.7% 5,129,701 $1.2B
UBS Group AG 0.27% Add +1.7% 4,028,914 $955.7M
LPL Financial LLC 0.38% Add +2.5% 3,612,385 $856.9M
Mercer Global Advisors Inc. 1.32% Add +9.6% 2,397,255 $563.0M
Ameriprise Financial Inc. 0.13% Reduce -9.5% 2,043,848 $485.8M
Captrust Financial Advisors 1.37% Add +3.7% 1,942,941 $460.9M
Goldman Sachs Group Inc. 0.09% Reduce -3.8% 1,891,744 $448.7M
Creative Planning 0.44% Add +0.6% 1,880,342 $446.0M
PNC Financial Services Group, Inc. 0.28% Add +1.1% 1,872,168 $444.1M
Northwestern Mutual Wealth Management Co. 0.38% Add +10.8% 1,800,718 $427.1M
Bank of New York Mellon Corp 0.08% Reduce -35.5% 1,795,888 $426.0M
Charles Schwab Investment Management Inc. 0.08% Reduce -1.8% 1,786,511 $423.8M
Royal Bank of Canada 0.08% Add +1.9% 1,608,841 $381.6M
Wealthfront Advisers LLC 1.08% Add +7.8% 1,486,797 $352.7M
CIBC Private Wealth Group LLC 0.62% Add +3.8% 1,459,731 $346.3M
Raymond James Financial Services Advisors, Inc. 0.44% Add +10.1% 1,388,721 $329.4M
Mariner, LLC 0.56% Add +6.6% 1,323,883 $314.0M
Commonwealth Equity Services, LLC 0.38% Add +2.5% 1,063,389 $252.2M
Stifel Financial Corp. 0.26% Add +2.3% 1,048,538 $248.7M
Mission Wealth Management, LP 5.94% Add +4.3% 1,013,079 $240.3M
Tiaa Trust, National Association 0.67% Add +5.7% 954,148 $226.3M
Glenmede Trust Co. NA 1.07% Reduce -0.2% 945,594 $224.3M
JPMorgan Chase & Co. 0.02% Add +5.1% 849,068 $201.4M
Signaturefd, LLC 3.79% Reduce -41.9% 837,244 $198.6M
FMR LLC 0.01% Reduce -0.4% 798,434 $189.4M
Raymond James & Associates 0.11% Reduce -1.7% 756,075 $179.3M
HighTower Advisors, LLC 0.26% Reduce -1.0% 741,408 $175.8M
Baird Financial Group, Inc. 0.33% Reduce -0.9% 725,281 $172.0M
Osaic Holdings, Inc. 0.38% Add +1.4% 712,612 $169.2M
Wellington Management Group LLP 0.03% No change 703,985 $167.0M
1832 Asset Management L.P. 0.28% Add +50.0% 694,990 $164.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 4.33% Add +354.2% 674,793 $160.1M
Bank of Montreal 0.07% Add +2.5% 642,905 $152.4M
Badgley Phelps Wealth Managers, LLC 2.93% Add +1.1% 529,931 $126.0M
State Street Corp. 0.01% Reduce -4.1% 526,898 $125.4M
Natixis Advisors, LLC 0.24% Add +0.4% 522,944 $124.0M
Vanguard Group Inc. 0.00% Add +3.6% 500,394 $118.7M
Moneta Group Investment Advisors LLC 1.72% Add +3.7% 499,935 $118.6M
Truist Financial Corp. 0.18% Reduce -1.4% 492,394 $116.8M
Cetera Investment Advisers 0.26% Add +1.6% 492,136 $116.7M
Davis R M Inc. 2.25% Add +6.4% 491,341 $116.6M
Clearstead Advisors, LLC 1.80% Add +2.5% 487,824 $115.7M
Wit, LLC 3.21% — 929 $111.1M
Nicholas Hoffman & Company, LLC. 4.37% Add +5.5% 436,501 $103.5M
Cullen/Frost Bankers, Inc. 1.35% Add +7.9% 418,649 $99.3M
Efficient Advisors, LLC 6.22% Reduce -3.1% 417,826 $99.1M
Corient Private Wealth LP 0.15% Add +0.6% 409,468 $97.1M
Pathstone Holdings, LLC 0.42% Add +0.3% 397,453 $94.3M
MML Investors Services, LLC 0.34% Add +3.8% 391,747 $92.9M
Peapack Gladstone Financial Corp. 1.29% Add +0.2% 377,969 $89.7M
Fusion Family Wealth, LLC 8.25% Add +5.7% 377,752 $89.6M
Cerity Partners LLC 0.20% Add +18.6% 376,544 $89.3M
Baker Avenue Asset Management, LP 2.83% Add +0.1% 375,404 $89.0M
Wealthspire Advisors, LLC 0.90% Add +2.0% 374,113 $88.7M
Fifth Third Bancorp 0.31% Reduce -3.1% 365,013 $86.6M
Trustmark Bank Trust Department 6.45% Add +2.8% 359,923 $85.4M
Janus Henderson Group PLC 0.04% Add +4.0% 357,074 $84.7M
Heartwood Wealth Advisors LLC 9.28% Add +0.9% 353,501 $83.9M
Private Advisor Group, LLC 0.52% Add +0.3% 352,608 $83.6M
Pinnacle Associates Ltd. 1.40% Reduce -8.2% 385,971 $82.3M
Kestra Advisory Services, LLC 0.44% Reduce -7.9% 334,411 $79.3M
Karpus Management, Inc. 2.15% Add +11.3% 326,241 $77.4M
Cambridge Investment Research Advisors, Inc. 0.26% Add +2.0% 319,402 $75.8M
Millburn Ridgefield LLC 1.97% Reduce -5.5% 316,995 $75.2M
Catalyst Capital Advisors LLC 1.69% Reduce -5.5% 316,995 $75.2M
Citigroup Inc. 0.07% Add +0.3% 313,488 $74.4M
Invictus Private Wealth, LLC 5.88% Add +2.4% 313,180 $74.3M
Equitable Holdings, Inc. 0.70% Add +9.9% 306,899 $72.8M
Centered Wealth LLC dba Miller Equity Capital Advisors 27.28% Reduce -0.2% 294,708 $69.9M
Comerica Bank 0.27% Add +3.3% 291,484 $69.1M
US Bancorp \de 0.09% Reduce -16.2% 291,367 $69.1M
Assetmark, Inc. 0.20% Add +0.9% 288,391 $68.4M
Avantax Advisory Services, Inc. 0.45% Add +3.4% 288,192 $68.4M
Provida Pension Fund Administrator 1.48% Reduce -30.2% 285,291 $67.7M
Chandler Asset Management, Inc. 12.75% Reduce -0.3% 284,830 $67.6M
M&T Bank Corp 0.22% Reduce -12.1% 283,105 $67.2M
Vista Capital Partners, Inc. 7.61% Reduce -2.8% 277,080 $65.7M
Smithfield Trust Co 3.07% Reduce -1.3% 263,850 $62.6M
Ellenbecker Investment Group 11.57% Add +4.0% 257,993 $61.2M
American Trust 4.99% Add +2.7% 254,801 $60.4M
Pittenger & Anderson Inc. 2.20% Reduce -1.0% 247,522 $58.7M
Composition Wealth, LLC 1.33% Add +2.1% 242,102 $57.4M
Employees Retirement System of Texas 0.55% No change 226,425 $53.7M
Janney Montgomery Scott LLC 0.15% Reduce -1.2% 223,370 $53.0M
Thrivent Financial for Lutherans 0.10% Reduce -15.3% 215,961 $51.3M
BlackRock, Inc. 0.00% — 214,506 $50.9M
Bessemer Group Inc. 0.08% Add +1.2% 211,928 $50.3M
Park Avenue Securities LLC 0.55% Add +10.7% 207,917 $49.3M
Citizens Financial Group Inc. 0.97% Add +4.7% 203,534 $48.4M
First Command Advisory Services, Inc. 0.46% Add +5.4% 199,815 $47.4M
Wealth Enhancement Advisory Services, LLC 0.10% Add +3.9% 198,349 $47.1M
Marcum Wealth, LLC 4.15% Reduce -0.8% 188,103 $44.6M
Ellevest, Inc. 2.41% Add +2.4% 183,628 $43.5M
CENTRAL TRUST Co 0.98% Reduce -13.3% 176,256 $41.8M
Garde Capital, Inc. 2.74% Reduce -2.0% 175,537 $41.6M
TCV Trust & Wealth Management, Inc. 3.73% Reduce -0.2% 175,311 $41.6M
Envestnet Portfolio Solutions, Inc. 0.13% Add +0.4% 173,424 $41.1M
MilWealth Group LLC 11.66% Add +1.3% 167,609 $39.8M
Parallel Advisors, LLC 0.94% Reduce -2.9% 167,234 $39.7M
Rockefeller Capital Management L.P. 0.11% Add +10.4% 164,830 $39.1M
Sofi Wealth, LLC 2.87% Add +7.8% 164,703 $39.1M
NewEdge Advisors, LLC 0.25% Reduce -2.3% 164,029 $38.9M
Davidson Investment Advisors 1.87% Reduce -16.6% 163,529 $38.8M
Joel Isaacson & Co., LLC 1.78% Add +7.5% 157,106 $37.3M
Choreo, LLC 0.53% Add +2.0% 237,683 $36.4M
Investments & Financial Planning, LLC 22.99% Add +0.1% 153,063 $36.3M
Acorn Financial Advisory Services Inc. 6.42% Reduce -0.3% 152,859 $36.3M
Heritage Investors Management Corp. 1.19% Reduce -3.4% 150,432 $35.7M
Betterment LLC 0.08% Add +3.9% 149,228 $35.4M
Center for Financial Planning, Inc. 4.78% Add +1.9% 148,490 $35.2M
Aufman Associates Inc 22.59% Reduce -0.7% 148,140 $35.1M
Atria Wealth Solutions, Inc. 0.38% Add +9.2% 146,971 $34.9M
Forvis Mazars Wealth Advisors, LLC 0.79% Reduce -4.3% 144,855 $34.4M
Alliancebernstein L.P. 0.01% Reduce -5.2% 144,815 $34.4M
Legacy Financial Group LLC 6.53% Add +1.2% 143,141 $34.0M
MPS Loria Financial Planners, LLC 10.09% Add +2.9% 142,694 $33.9M
Connecticut Wealth Management, LLC 1.64% Reduce -1.7% 142,461 $33.8M
Prio Wealth Limited Partnership 0.98% Add +0.9% 141,748 $33.6M
Wealthquest Corp 2.96% Add +6.1% 142,870 $33.5M
Chatham Capital Group, Inc. 5.46% Add +2.5% 140,810 $33.4M
NewEdge Wealth, LLC 0.60% Add +9.9% 140,406 $33.3M
Ballast, Inc. 9.42% Add +2.9% 140,017 $33.2M
BNP Paribas Financial Markets 0.03% Reduce -5.8% 138,368 $32.8M
Scott Capital Advisors, LLC 9.19% Add +0.2% 136,580 $32.4M
Chicago Partners Investment Group LLC 1.15% Add +7.8% 136,109 $32.2M
Hill Island Financial LLC 9.72% Add +3.0% 135,507 $32.1M
Regions Financial Corp. 0.23% Add +1.9% 134,883 $32.0M
Whelan Financial 13.01% Add +1.5% 133,211 $31.6M
Brass Tax Wealth Management, Inc. 6.74% Add +94.2% 132,720 $31.5M
Country Trust Bank 0.77% Reduce -0.1% 132,475 $31.4M
SP Asset Management LLC 2.58% Add +0.1% 130,919 $31.1M
Sanctuary Advisors, LLC 0.20% Add +30.1% 119,869 $30.9M
Pinnacle Wealth Management Advisory Group, LLC 2.93% Add +5.7% 129,300 $30.7M
CX Institutional 1.34% Reduce -4.9% 126,843 $30.1M
Manufacturers Life Insurance Company, The 0.03% Reduce -8.3% 125,707 $29.8M
MAI Capital Management 0.28% Add +0.6% 124,958 $29.6M
CBIZ Investment Advisory Services, LLC 1.54% Add +0.5% 124,762 $29.6M
Focus Partners Wealth 0.09% Add +10.8% 123,785 $29.4M
Integrated Wealth Concepts LLC 0.36% Add +6.4% 123,579 $29.3M
Avior Wealth Management, LLC 1.16% Add +21.7% 122,374 $29.0M
Elm Partners Management LLC 2.05% Add +96.5% 120,984 $28.7M
Randolph Co Inc 3.32% Reduce -0.1% 120,487 $28.6M
PrairieView Partners, LLC 2.95% Reduce -11.1% 119,607 $28.4M
Bank of Hawaii 1.18% Add +1.0% 119,196 $28.3M
AMG National Trust Bank 0.76% Reduce -14.9% 118,873 $28.2M
MBE Wealth Management, LLC 15.31% Add +0.0% 116,970 $27.7M
Cable Hill Partners, LLC 2.72% Add +15.2% 116,277 $27.7M
Northern Trust Corp. 0.00% Add +2.6% 116,590 $27.7M
Whitegate Investment Counselors, Inc. 7.30% Reduce -0.1% 115,930 $27.5M
Leavell Investment Management, Inc. 1.37% Add +4.3% 115,148 $27.4M
Bluestem Financial Advisors, LLC 12.58% Add +0.2% 113,689 $27.0M
Moller Wealth Partners 6.72% Reduce -1.6% 113,401 $26.9M
United Capital Financial Advisors, LLC 0.22% Reduce -1.0% 113,333 $26.9M
DT Investment Partners, LLC 2.17% Add +6.3% 113,066 $26.8M
Johnson Financial Group, LLC 3.25% Add +1.6% 112,573 $26.7M
BLB&B Advisors, LLC 1.36% Reduce -18.9% 112,498 $26.7M
Wolff Financial Management LLC 7.11% New 110,368 $26.2M
Crewe Advisors LLC 2.93% No change 106,356 $25.2M
Mountain Capital Investment Advisors Inc. 5.40% Reduce -3.0% 97,264 $24.6M
Penserra Capital Management LLC 0.53% Reduce -9.7% 103,439 $24.5M
Brown Advisory Inc. 0.03% Reduce -12.5% 103,248 $24.5M
Arax Advisory Partners 2.15% Add +0.7% 101,283 $24.0M
BCK Partners, Inc. 11.45% Add +1.1% 101,197 $24.0M
Woodmont Investment Counsel LLC 1.80% Add +1.8% 100,893 $23.9M
CreativeOne Wealth, LLC 0.81% Add +15.2% 100,275 $23.8M
Montag A & Associates Inc. 1.13% Add +7.4% 99,906 $23.8M
EP Wealth Advisors, LLC 0.20% Add +2.7% 98,994 $23.5M
Patriot Investment Management Group, Inc. 1.72% Reduce -1.1% 98,785 $23.4M
Gratus Wealth Advisors, LLC 3.79% Add +2.1% 98,775 $23.2M
AA Financial Advisors, LLC 6.69% Add +30.9% 97,441 $23.1M
Riverview Capital Advisers, LLC 7.04% Add +0.4% 96,324 $22.8M
Stephens Inc. 0.32% Add +9.8% 95,384 $22.6M
Savant Capital, LLC 0.19% Add +241.2% 94,373 $22.4M
D.A. Davidson & Co. 0.18% Reduce -0.1% 94,269 $22.4M
WBH Advisory Inc. 2.10% Reduce -0.3% 93,408 $22.2M
3Chopt Investment Partners, LLC 7.76% Reduce -5.1% 91,242 $21.7M
Alpha Cubed Investments, LLC 0.95% Add +1095.5% 90,343 $21.4M
Pure Financial Advisors, LLC 0.51% Add +1.1% 89,942 $21.3M
Northeast Investment Management 0.94% Add +5.6% 88,103 $20.9M
Brookstone Capital Management 0.31% Add +10.3% 87,796 $20.8M
Axxcess Wealth Management, LLC 0.52% Add +12.1% 87,014 $20.6M
Orion Porfolio Solutions, LLC 0.20% Reduce -2.6% 86,731 $20.6M
Orion Portfolio Solutions, LLC 0.20% Reduce -2.6% 86,731 $20.6M
Compound Planning, Inc. 1.28% Add +25.9% 86,502 $20.5M
Fiducient Advisors LLC 2.35% Reduce -2.9% 85,601 $20.4M
Nelson Capital Management, LLC 3.38% Add +2.6% 84,531 $20.1M
Kohmann Bosshard Financial Services, LLC 2.49% Reduce -1.0% 84,424 $20.0M
Marshall Financial Group Inc. 5.99% Add +1.4% 83,637 $19.8M
Capital Asset Advisory Services LLC 0.99% Add +10.1% 84,269 $19.8M
Burrus Financial Services, Inc. 9.81% New 83,438 $19.8M
Financial Synergies Wealth Advisors, Inc. 2.44% Reduce -0.3% 82,841 $19.7M
Roof Eidam Maycock Peralta, LLC 5.00% Reduce -0.9% 82,856 $19.7M
Marietta Wealth Management, LLC 2.85% Add +4.0% 82,833 $19.6M
Clark Asset Management, LLC 4.18% Add +28.5% 82,128 $19.5M
Hurlow Wealth Management Group, Inc. 6.01% Add +1.9% 81,293 $19.3M
Brown Financial Advisory 13.53% Add +2.9% 80,614 $19.1M
Berkshire Asset Management LLC 0.96% No change 86,658 $18.9M
St Germain D J Co. Inc. 0.85% Reduce -0.8% 78,227 $18.6M
Financial Engines Advisors L.L.C. 0.04% Add +9.4% 77,508 $18.4M
Modera Wealth Management, LLC 0.23% Add +1.4% 76,588 $18.2M
MBM Wealth Consultants, LLC 5.68% Add +2.3% 75,871 $18.0M
Merit Financial Group, LLC 0.40% Reduce -3.3% 75,710 $18.0M
Bradley Foster & Sargent Inc. 0.30% Add +9.7% 75,202 $17.8M
Coldstream Capital Management Inc. 0.38% Reduce -1.7% 74,637 $17.7M
Agf Management Ltd. 0.09% Add +2.1% 74,071 $17.6M
Wooster Corthell Wealth Management, Inc. 3.73% Add +0.4% 73,787 $17.5M
Gemmer Asset Management LLC 1.73% Add +1.2% 72,751 $17.3M
Salem Investment Counselors Inc. 0.51% Add +0.1% 71,753 $17.1M
DeDora Capital, Inc. 4.74% Add +4.7% 71,505 $17.0M
Compton Wealth Advisory Group, LLC 4.25% Add +1.0% 70,870 $16.8M
Private Capital Management LLC 3.02% Reduce -13.1% 70,468 $16.7M
Beacon Pointe Advisors, LLC 0.19% Reduce -2.8% 70,377 $16.7M
Daymark Wealth Partners, LLC 0.70% Add +0.8% 70,091 $16.6M
Cyndeo Wealth Partners, LLC 1.16% Add +13.1% 70,035 $16.6M
Cadence Bank 1.14% Add +1.8% 69,625 $16.5M
Koshinski Asset Management, Inc. 1.42% Add +4.3% 69,352 $16.5M
Annex Advisory Services, LLC 0.53% Reduce -2.3% 69,290 $16.4M
Great Valley Advisor Group, Inc. 0.40% Reduce -0.3% 69,208 $16.4M
SAM Advisors, LLC 6.02% Reduce -1.1% 69,092 $16.4M
Glenview Trust Co 0.31% Add +2.3% 68,727 $16.3M
Summit Financial, LLC 0.64% Add +19.9% 68,510 $16.3M
Ameritas Advisory Services, LLC 0.70% Add +4.1% 68,671 $16.3M
Focus Partners Advisor Solutions, LLC 0.34% Reduce -7.7% 68,472 $16.2M
Crane Advisory, LLC 2.93% Add +2.5% 68,952 $16.2M
HB Wealth Management, LLC 0.17% Reduce -4.0% 67,567 $16.0M
Steward Partners Investment Advisory, LLC 0.15% Add +24.5% 67,121 $15.9M
Associated Banc-Corp 0.47% Add +8.5% 67,121 $15.9M
Cresset Asset Management, LLC 0.06% Reduce -1.6% 66,512 $15.8M
Full Sail Capital, LLC 1.01% Reduce -2.3% 66,336 $15.7M
Strategic Investment Advisors / MI 1.69% Add +4.3% 64,855 $15.4M
Twele Capital Management, Inc. 3.23% Reduce -0.0% 64,836 $15.4M
Bristlecone Advisors, LLC 1.23% Add +1.6% 64,689 $15.3M
Sage Rhino Capital LLC 3.40% Add +2.3% 64,633 $15.3M
BOK Financial Private Wealth, Inc. 1.11% Reduce -20.0% 64,226 $15.3M
Atria Investments, Inc 0.19% Add +10.7% 64,362 $15.3M
Golden Road Advisors LLC 11.81% Add +3.0% 63,576 $15.1M
Koesten, Hirschmann & Crabtree, INC. 8.78% Add +17.5% 63,564 $15.1M
Whittier Trust Co. of Nevada Inc. 0.39% Add +0.2% 63,355 $15.0M
Monterey Private Wealth, Inc. 5.08% Add +37.2% 62,850 $14.9M
Tectonic Advisors LLC 0.98% Add +5.4% 62,683 $14.9M
Allianz SE 0.40% No change 62,054 $14.7M
Dynamic Advisor Solutions LLC 0.44% Reduce -4.1% 61,256 $14.5M
CIC Wealth, LLC 3.75% Add +2.6% 61,155 $14.5M
AJ Advisors, LLC 7.41% Add +1.2% 60,899 $14.4M
Wedmont Private Capital 0.82% Add +18.9% 61,242 $14.4M
Charles Schwab Trust Co 1.24% Add +2.8% 60,339 $14.3M
Acropolis Investment Management, LLC 0.85% Reduce -0.9% 60,079 $14.2M
Wealth Architects, LLC 1.60% Reduce -2.8% 59,646 $14.1M
Lido Advisors, LLC 0.11% Add +8.2% 59,157 $14.0M
Whittier Trust Co. 0.19% Reduce -1.5% 58,426 $13.9M
Iron Horse Wealth Management, LLC 4.73% Add +4.8% 58,302 $13.8M
CRA Financial Services, LLC 2.52% Add +3.5% 57,852 $13.7M
Blair William & Co. 0.04% Add +8.9% 57,529 $13.6M
EverSource Wealth Advisors, LLC 0.86% Add +2.5% 57,210 $13.6M
B. Riley Wealth Advisors, Inc. 0.38% Add +4.4% 57,260 $13.5M
Capital Advisors Inc. 0.27% Reduce -0.1% 56,943 $13.5M
Halpern Financial, Inc. 3.47% Add +14.0% 57,497 $13.5M
Stratos Wealth Partners, LTD. 0.20% Add +1.3% 56,786 $13.5M
Staley Capital Advisers Inc. 0.59% Add +0.1% 55,690 $13.2M
Arrow Financial Corp 1.18% Reduce -8.1% 53,997 $12.8M
McIlrath & Eck, LLC 1.64% Add +16.8% 53,788 $12.8M
Oppenheimer & Co. Inc. 0.19% Reduce -14.6% 53,735 $12.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.36% Reduce -0.7% 53,596 $12.7M
Noble Family Wealth, LLC 3.36% Add +8.8% 52,720 $12.5M
Plum Street Advisors, LLC 6.33% Add +4.0% 52,696 $12.5M
Atmos Advisory, LLC 8.87% Add +3.8% 52,633 $12.5M
GeoWealth Management, LLC 0.44% Add +40.0% 52,252 $12.4M
Asset Management Group, Inc. 1.75% Add +0.3% 52,076 $12.4M
Bleakley Financial Group, LLC 0.38% Reduce -2.2% 51,991 $12.3M
Canandaigua National Bank & Trust Co. 1.17% Add +5.8% 51,761 $12.3M
GoalFusion Wealth Management, LLC 6.74% Add +6.3% 51,263 $12.2M
First Manhattan Co. Llc. 0.04% Add +10.6% 50,946 $12.1M
Apella Capital, LLC 0.50% Add +20.8% 51,315 $12.0M
St. Louis Trust Co 1.67% Add +1.5% 50,141 $11.9M
Roberts Wealth Advisors, LLC 3.85% Add +2.3% 50,562 $11.9M
David Kennon Inc 4.63% Add +1.0% 49,619 $11.8M
Von Berge Wealth Management Group, LLC 7.21% Reduce -4.9% 46,491 $11.7M
Abound Wealth Management 3.86% Reduce -0.7% 49,059 $11.6M
Flagship Harbor Advisors, LLC 0.64% Reduce -10.4% 49,030 $11.6M
25 LLC 5.02% Reduce -0.5% 48,752 $11.6M
White Wing Wealth Management 8.86% Reduce -0.7% 48,477 $11.5M
U.S. Capital Wealth Advisors, LLC 0.41% Reduce -8.1% 48,394 $11.5M
O'shaughnessy Asset Management, LLC 0.10% Add +10.9% 47,481 $11.4M
Benjamin Edwards Inc. 0.17% New 48,124 $11.4M
Aspiriant, LLC 0.43% Add +12.7% 47,753 $11.3M
Venture Visionary Partners LLC 0.50% Add +0.2% 47,629 $11.3M
Bartlett & Co. Wealth Management LLC 0.16% Add +1.0% 47,432 $11.3M
Rossmore Private Capital 1.39% Add +3.0% 47,496 $11.3M
Agate Pass Investment Management, LLC 5.62% Add +2.8% 47,460 $11.3M
Aries Wealth Management 3.08% Reduce -0.2% 47,283 $11.2M
OneDigital Investment Advisors LLC 0.13% Reduce -4.0% 47,272 $11.2M
Red Wave Investments LLC 3.90% Reduce -3.0% 47,101 $11.2M
Robertson Stephens Wealth Management, LLC 0.41% Add +1142.2% 46,470 $11.1M
PDS Planning, Inc 0.99% Reduce -6.7% 46,588 $11.1M
Dechtman Wealth Management, LLC 2.26% Add +361.6% 46,544 $11.0M
First National Corp. /Ma/ 2.46% Reduce -2.1% 46,534 $11.0M
Arbor Wealth Advisors LLC 9.94% Add +3.0% 46,449 $11.0M
Sage Mountain Advisors LLC 0.93% Reduce -0.9% 46,226 $11.0M
Chilton Capital Management LLC 0.46% Add +6.8% 46,222 $11.0M
Axiom Financial Strategies, LLC 5.78% Add +39.6% 46,157 $10.9M
PFG Advisors 0.69% Add +335.6% 46,067 $10.9M
High Note Wealth, LLC 3.12% Reduce -0.5% 46,040 $10.9M
Petredis Investment Advisors LLC 1.16% Add +1.3% 45,982 $10.9M
O'Connor Financial Group LLC 5.70% Add +8.9% 45,764 $10.9M
Condor Capital Management 0.98% Add +0.4% 45,700 $10.8M
McAdam, LLC 0.61% Reduce -9.2% 45,683 $10.8M
Caprock Group, LLC 0.39% Add +3.6% 45,004 $10.7M
Proquility Private Wealth Partners, LLC 3.43% Add +7.9% 45,087 $10.7M
Johnson Investment Counsel Inc. 0.11% Add +0.1% 45,022 $10.7M
JFG Wealth Management, LLC 2.92% Reduce -5.9% 44,947 $10.7M
Capital Planning LLC 2.98% Add +0.7% 44,724 $10.6M
VestGen Investment Management 2.98% Reduce -2.0% 44,805 $10.6M
Spectrum Financial Alliance Ltd LLC 3.80% Add +0.7% 44,747 $10.6M
Financiere des Professionnels - Fonds d'investissement inc. 0.72% Add +45.6% 44,700 $10.6M
Clarity Wealth Advisors, LLC 3.07% Add +4.7% 44,529 $10.6M
Kathmere Capital Management, LLC 0.99% Add +10.7% 44,516 $10.6M
Orgel Wealth Management, LLC 0.26% Reduce -8.2% 44,201 $10.5M
CoreCap Advisors, LLC 0.49% New 44,194 $10.5M
Focused Wealth Management, Inc 1.41% Add +2.6% 44,091 $10.5M
Manning & Napier Advisors LLC 0.11% Add +1.2% 43,961 $10.4M
Fee-Only Financial Planning, L.C. 6.67% Add +0.3% 43,914 $10.4M
Kestra Private Wealth Services, LLC 0.19% Add +14.9% 43,336 $10.3M
Principal Securities, Inc. 0.25% Add +82.0% 43,173 $10.2M
Bear Mountain Capital, Inc. 4.04% Reduce -0.2% 42,617 $10.2M
Steph & Co. 3.22% Reduce -1.1% 42,622 $10.1M
JDM Financial Group LLC 5.48% Add +10.9% 42,528 $10.1M
Evolution Wealth Advisors, LLC 1.82% Add +0.3% 42,517 $10.1M
Vawter Financial, Ltd. 6.15% Add +1.7% 42,444 $10.1M
Trust Co of the South 2.13% Add +12.6% 42,308 $10.0M
Fifth Third Wealth Advisors LLC 0.61% Add +33.6% 42,279 $10.0M
Lokken Investment Group LLC 4.17% Add +2.5% 42,185 $10.0M
World Investment Advisors 0.31% Add +77.3% 42,173 $10.0M
Parkside Advisors LLC 2.37% Reduce -0.4% 41,942 $10.0M
TD Capital Management LLC 1.00% Reduce -0.4% 42,021 $10.0M
Peddock Capital Advisors, LLC 2.39% Add +7.4% 41,953 $10.0M
Cherry Tree Wealth Management, LLC 2.35% Reduce -0.3% 41,710 $9.9M
Gray Wealth Management Inc. 3.91% Add +3.5% 41,698 $9.9M
Compass Ion Advisors, LLC 1.21% Reduce -5.5% 41,662 $9.9M
NorthCoast Asset Management LLC 0.07% Add +42.4% 47,463 $9.7M
NORTHSTAR ASSET MANAGEMENT Co 2.22% Reduce -1.1% 40,884 $9.7M
Nicolet Advisory Services, LLC 0.91% Add +1.0% 41,339 $9.7M
Frontier Asset Management, LLC 3.20% Add +2.6% 40,710 $9.7M
Circle Wealth Management, LLC 0.21% No change 40,671 $9.6M
Ashton Thomas Private Wealth, LLC 0.51% Add +1.3% 40,607 $9.6M
Compass Financial Group, Inc. 4.45% Add +1.0% 40,585 $9.6M
Perigon Wealth Management, LLC 0.25% Reduce -36.2% 39,488 $9.4M
Culbertson A N & Co. Inc. 1.51% Add +3.4% 39,470 $9.4M
Spire Wealth Management 0.32% Reduce -5.7% 39,464 $9.4M
Kearns & Associates LLC 6.17% Add +1.0% 39,458 $9.4M
Mason & Associates, LLC 2.85% Add +2.6% 39,306 $9.3M
Evergreen Capital Management LLC 0.31% Add +2.6% 38,978 $9.3M
Webster Bank, N. A. 0.99% Add +1.3% 39,088 $9.3M
QRG Capital Management, Inc. 0.10% Add +44.1% 39,055 $9.3M
Smith & Howard Wealth Management, LLC 2.60% Add +1.4% 39,001 $9.3M
Beacon Financial Strategies CORP 6.30% Reduce -1.4% 38,977 $9.2M
Capital Group Private Client Services, Inc. 0.09% Add +1.9% 38,885 $9.2M
Summit Global Investments 0.59% Add +109.0% 38,731 $9.2M
Curran Financial Partners, LLC 2.60% Add +5.5% 38,517 $9.1M
BlueSky Wealth Advisors, LLC 1.42% Reduce -0.9% 38,492 $9.1M
Peninsula Wealth, LLC 1.59% Reduce -2.7% 37,634 $9.1M
Horizons Wealth Management 7.06% Reduce -0.8% 38,426 $9.1M
Sand Hill Global Advisors, LLC 0.38% Reduce -6.0% 38,273 $9.1M
Townsquare Capital LLC 0.11% Add +27.4% 38,047 $9.0M
Bray Capital Advisors 2.21% Reduce -4.0% 37,958 $9.0M
TD Private Client Wealth LLC 0.26% Add +16.7% 37,667 $8.9M
Diversify Wealth Management, LLC 0.86% Add +18.4% 37,731 $8.9M
DORVAL Corp 3.66% Add +0.6% 38,158 $8.9M
Florida Trust Wealth Management Co 0.28% Reduce -1.5% 37,148 $8.8M
Ballentine Partners, LLC 0.15% Reduce -1.3% 37,119 $8.8M
Benchmark Wealth Management, LLC 4.34% Add +3.2% 37,059 $8.8M
Americana Partners, LLC 0.60% New 37,026 $8.8M
Allworth Financial LP 0.05% Reduce -2.1% 36,771 $8.7M
Concurrent Investment Advisors, LLC 0.26% Add +74.5% 36,234 $8.6M
CSM Advisors, LLC 0.56% Add +1.8% 36,136 $8.6M
Brick & Kyle, Associates 3.69% Reduce -0.9% 36,137 $8.6M
Empower Advisory Group, LLC 0.03% Add +0.3% 36,034 $8.5M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.73% Add +20.9% 35,929 $8.5M
Lazard Asset Management LLC 0.01% No change 35,918 $8.5M
WESCAP Management Group, Inc. 2.12% Add +2.5% 35,762 $8.5M
US Financial Advisors, LLC 2.64% Reduce -2.0% 35,747 $8.5M
Nwam LLC 0.51% New 35,434 $8.4M
Gilman Hill Asset Management, LLC 1.40% Reduce -4.6% 35,312 $8.4M
Exencial Wealth Advisors, LLC 0.30% Reduce -6.0% 35,200 $8.3M
Bailard, Inc. 0.22% No change 35,132 $8.3M
Sandy Cove Advisors, LLC 3.38% Add +2.4% 34,976 $8.3M
Waverly Advisors, LLC 0.15% Reduce -3.3% 34,792 $8.3M
Fonville Wealth Management LLC 2.85% Reduce -3.0% 34,684 $8.2M
Wambolt & Associates, LLC 2.26% Add +17.7% 35,037 $8.2M
Hoge Financial Services, LLC 6.18% Reduce -1.6% 34,614 $8.2M
Cornerstone National Bank & Trust Co 3.69% Add +5.1% 34,444 $8.2M
Waller Financial Planning Group, Inc. 2.03% Reduce -0.7% 34,441 $8.2M
Sawgrass Asset Management LLC 0.85% Reduce -3.5% 34,410 $8.2M
Praetorian Wealth Management, Inc. 2.03% Reduce -0.6% 34,292 $8.1M
Rinkey Investments 2.63% New 34,232 $8.1M
GoalVest Advisory LLC 2.33% Add +4.7% 34,136 $8.1M
Warwick Investment Management, Inc. 1.92% Add +0.1% 34,063 $8.1M
Chesley Taft & Associates LLC 0.38% Add +6.1% 33,976 $8.1M
Black Diamond Financial, LLC 1.36% Reduce -0.5% 33,871 $8.0M
Harbor Advisory Corp. 2.62% Add +0.8% 33,802 $8.0M
Integral Investment Advisors, Inc. 2.18% Add +44.7% 33,790 $8.0M
James J. Burns & Company, LLC 1.44% Add +8.7% 33,605 $8.0M
Auto-Owners Insurance Co 0.20% No change 33,598 $8.0M
Dynasty Wealth Management, LLC 0.24% Add +1.6% 33,518 $8.0M
Bridges Investment Management Inc. 0.11% Add +0.1% 32,903 $7.8M
Howard Wealth Management, LLC 4.53% Add +2.6% 32,818 $7.8M
Logan Capital Management Inc. 0.32% Add +0.7% 32,747 $7.8M
TriaGen Wealth Management LLC 2.60% Add +4.8% 32,672 $7.8M
Arkos Global Advisors 1.12% Reduce -0.8% 32,447 $7.7M
Dunhill Financial, LLC 3.95% Add +41.3% 32,417 $7.7M
Crestwood Advisors Group, LLC 0.15% Reduce -1.0% 32,377 $7.7M
Beirne Wealth Consulting Services, LLC 2.68% Add +25.3% 32,052 $7.6M
Rwa Wealth Partners, LLC 0.10% Add +11.2% 32,126 $7.6M
Leeward Financial Partners, LLC 2.87% Add +2.1% 32,029 $7.6M
Johnson Bixby & Associates, LLC 1.16% Reduce -0.4% 32,008 $7.6M
Fi3 FINANCIAL ADVISORS, LLC 3.00% Reduce -1.8% 31,860 $7.6M
Magnolia Capital Advisors LLC 3.77% Reduce -10.3% 31,800 $7.5M
Family Investment Center, Inc. 1.89% Reduce -1.9% 31,799 $7.5M
Haverford Trust Co 0.07% Add +0.9% 31,780 $7.5M
Ancora Advisors LLC 0.17% Add +0.2% 31,684 $7.5M
&partners 0.15% Add +33.4% 31,721 $7.5M
J.W. Cole Advisors, Inc. 0.31% Reduce -2.4% 31,545 $7.5M
Drucker Wealth 3.0, LLC 1.79% Add +31.3% 31,339 $7.4M
Oldfather Financial Services, LLC 2.86% Reduce -0.3% 31,315 $7.4M
Cambridge Advisors Inc. 1.62% Add +4.9% 31,200 $7.4M
Waypoint Capital Advisors, LLC 1.57% Reduce -1.2% 31,164 $7.4M
Fiduciary Trust Co 0.10% Add +157.9% 31,069 $7.4M
Global Retirement Partners, LLC 0.22% Reduce -12.6% 30,766 $7.3M
Latigo Investments, LLC 3.55% No change 30,671 $7.3M
Colony Family Offices, LLC 2.26% Add +24.4% 30,542 $7.3M
BTG Pactual Asset Management US LLC 1.05% New 30,444 $7.2M
Raymond James Trust N.A. 0.16% Add +9.8% 30,361 $7.2M
Valmark Advisers, Inc. 0.11% Add +5.7% 30,340 $7.2M
Manchester Capital Management LLC 0.84% Reduce -1.6% 30,141 $7.1M
Rehmann Capital Advisory Group 0.47% Add +0.1% 30,076 $7.1M
Edge Capital Group, LLC 0.31% Add +0.9% 29,745 $7.1M
Capital Management Associates, Inc 2.83% Reduce -1.9% 29,248 $6.9M
McNamara Financial Services, Inc. 1.36% Add +1.4% 29,101 $6.9M
RW Investment Management LLC 0.86% Add +19.8% 29,034 $6.9M
Annapolis Financial Services, LLC 2.04% Reduce -6.3% 28,985 $6.9M
Old Mission Investment Co LLC 2.11% Reduce -0.3% 28,958 $6.9M
Family Wealth Partners, LLC 3.51% Reduce -1.4% 28,934 $6.9M
NavPoint Financial, Inc. 5.53% Add +0.3% 28,918 $6.9M
Prosperitas Financial LLC 3.67% Add +53.6% 28,714 $6.8M
Financial Counselors Inc. 0.10% Add +3.9% 28,643 $6.8M
Fishman Jay A Ltd. 0.66% Reduce -4.0% 28,110 $6.7M
Abacus Planning Group, Inc. 1.19% Reduce -1.7% 28,082 $6.7M
Ameritas Investment Partners, Inc. 0.22% Add +4.3% 28,052 $6.7M
Stratos Wealth Advisors, LLC 0.30% Add +6.3% 27,969 $6.6M
Mitchell McLeod Pugh & Williams Inc. 1.36% Add +13.1% 27,571 $6.5M
Ruggaard & Associates LLC 2.84% Add +2.6% 27,514 $6.5M
Franklin Resources Inc. 0.00% Reduce -1.0% 27,117 $6.5M
Synovus Financial Corp. 0.08% Add +89.2% 27,446 $6.5M
AE Wealth Management LLC 0.06% Reduce -1.6% 27,173 $6.4M
Farrell Financial LLC 4.52% Add +0.3% 25,258 $6.4M
Evercore Wealth Management, LLC 0.10% No change 26,833 $6.4M
Level Four Advisory Services, LLC 0.27% Add +93.2% 26,958 $6.4M
Private Portfolio Partners LLC 1.18% New 26,648 $6.3M
Roundview Capital LLC 0.46% Add +30.6% 26,622 $6.3M
Bokf, NA 0.11% Add +2.3% 26,972 $6.3M
Cozad Asset Management Inc. 0.60% Reduce -0.7% 26,577 $6.3M
Penney Financial, LLC 4.30% Reduce -1.1% 26,564 $6.3M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.62% Reduce -1.3% 26,449 $6.3M
Creekside Partners 3.22% Reduce -2.7% 26,269 $6.2M
Evolution Advisers, Inc. 3.39% Reduce -2.3% 26,268 $6.2M
Sovereign Financial Group, Inc. 1.46% Add +8.0% 26,253 $6.2M
Bernardo Wealth Planning LLC 1.50% Add +3.7% 25,561 $6.2M
Susquehanna International Group, LLP 0.01% Add +78.5% 25,988 $6.2M
Sagace Wealth Management LLC 4.75% Add +27.1% 25,536 $6.1M
Walkner Condon Financial Advisors LLC 1.24% Add +2.1% 25,663 $6.1M
Signature Estate & Investment Advisors LLC 0.14% Add +7.0% 25,606 $6.1M
Ramiah Investment Group 5.71% Add +15.6% 25,538 $6.1M
Capital Advantage, Inc. 1.16% Add +23.6% 25,474 $6.0M
Advisor OS, LLC 0.60% Reduce -3.4% 25,457 $6.0M
Headinvest, LLC 1.10% Add +10.8% 24,988 $5.9M
White Lighthouse Investment Management Inc. 1.06% Reduce -1.2% 24,882 $5.9M
Brightwater Advisory LLC 4.34% Reduce -1.4% 24,852 $5.9M
Prudential Financial Inc. 0.01% Add +5.3% 24,846 $5.9M
Cadent Capital Advisors, LLC 2.00% Add +4.7% 24,815 $5.9M
First PREMIER Bank 1.46% Reduce -1.1% 24,771 $5.9M
First Merchants Corp. 0.22% Reduce -0.1% 24,655 $5.8M
Gill Capital Partners, LLC 2.07% Add +9.8% 24,321 $5.8M
Larson Financial Group LLC 0.33% Reduce -9.9% 24,319 $5.8M
Bond & Devick Financial Network, Inc. 2.43% Reduce -34.8% 24,004 $5.7M
Arcadia Wealth Management, LLC 2.99% Add +6.9% 23,975 $5.7M
Sowell Financial Services LLC 0.26% Add +103.5% 23,889 $5.7M
WASHINGTON TRUST Co 0.20% Reduce -0.2% 23,826 $5.7M
Brooklyn FI, LLC 1.99% Reduce -3.7% 23,762 $5.6M
Quest Investment Management LLC 0.66% Reduce -7.9% 23,761 $5.6M
Aveo Capital Partners, LLC 0.60% Reduce -0.8% 23,629 $5.6M
Cary Street Partners Investment Advisory LLC 0.21% Add +17.9% 23,554 $5.6M
Nuveen Asset Management, LLC 0.00% Add +277.3% 23,450 $5.6M
Greenhouse Wealth Management, LLC 3.74% Add +3.4% 23,406 $5.6M
Galvin, Gaustad & Stein, LLC 0.50% Reduce -4.5% 23,334 $5.5M
Prepared Retirement Institute LLC 3.35% Add +1.4% 23,308 $5.5M
Snowden Capital Advisors LLC 0.17% Add +1.6% 23,234 $5.5M
American Investment Services, Inc. 0.92% Reduce -1.8% 23,252 $5.5M
Continuum Advisory, LLC 0.70% Add +2.4% 22,008 $5.5M
Asset Planning Corporation 3.56% Reduce -0.8% 23,019 $5.5M
Cwm, LLC 0.02% Reduce -1.3% 22,882 $5.4M
Mill Creek Capital Advisors, LLC 0.13% Add +0.5% 22,872 $5.4M
Integrated Advisors Network LLC 0.26% Add +2.5% 22,828 $5.4M
Mutual Advisors, LLC 0.16% Reduce -17.2% 22,783 $5.4M
Quaker Wealth Management, LLC 1.96% — 22,588 $5.4M
Prospera Financial Services Inc 0.14% Add +7.1% 22,526 $5.4M
Visionary Wealth Advisors 0.32% Reduce -13.5% 22,385 $5.3M
Texas Yale Capital Corp. 0.23% Add +0.5% 22,267 $5.3M
Index Fund Advisors, Inc. 0.28% Reduce -0.1% 22,197 $5.3M
Commerce Bank 0.03% Add +21.8% 22,035 $5.2M
Cypress Wealth Services, LLC 1.08% Reduce -2.1% 22,034 $5.2M
Beacon Financial Planning, Inc. 3.22% Add +11.7% 22,010 $5.2M
Grove Bank & Trust 0.76% Add +3.0% 21,817 $5.2M
Buck Wealth Strategies, LLC 1.62% Reduce -4.9% 21,705 $5.1M
Fifth Third Securities, Inc. 0.49% Reduce -0.5% 21,619 $5.1M
AQR Capital Management 0.01% Add +4.9% 21,390 $5.1M
Simon Quick Advisors, LLC 0.32% Add +14.0% 21,373 $5.1M
BluePointe Capital Management, LLC 3.28% Reduce -1.5% 21,285 $5.1M
Sage Financial Group Inc. 0.41% Add +1.1% 21,308 $5.1M
Better Money Decisions, LLC 3.57% Reduce -21.5% 21,232 $5.0M
Martel Wealth Advisors LLC 1.03% Add +2.1% 21,263 $5.0M
Carmichael Hill & Associates, Inc. 1.86% Add +17.6% 21,198 $5.0M
Certified Advisory Corp 0.56% Add +0.3% 21,194 $5.0M
LongView Wealth Management 1.60% Add +3.2% 21,171 $5.0M
Alpine Bank Wealth Management 0.80% — 21,164 $5.0M
Meeder Advisory Services, Inc. 0.32% Add +1.9% 21,075 $5.0M
Financial Futures Ltd Liability Co. 2.86% Reduce -1.0% 21,032 $5.0M
Wealthcare Advisory Partners LLC 0.14% Reduce -3.9% 21,028 $5.0M
Sandy Spring Bank 0.20% Add +2.3% 20,989 $5.0M
Newton One Investments LLC 1.99% Reduce -0.2% 20,950 $5.0M
Bay Harbor Wealth Management, LLC 1.62% Reduce -7.2% 20,804 $4.9M
Waldron Private Wealth LLC 0.20% Add +31.1% 20,748 $4.9M
Stage Harbor Financial, LLC 4.49% Reduce -2.5% 20,625 $4.9M
Sigma Planning Corp 0.15% Reduce -1.4% 20,700 $4.9M
Wilson & Boucher Capital Management, LLC 3.37% Add +5.6% 20,637 $4.9M
Essex Financial Services, Inc. 0.35% Reduce -8.3% 20,548 $4.9M
Bridgewealth Advisory Group, LLC 1.76% Add +9.1% 20,440 $4.8M
BIP Wealth, LLC 0.33% Add +12.0% 20,354 $4.8M
Balanced Wealth Group LLC 2.13% Reduce -0.4% 20,326 $4.8M
Pathway Financial Advisors LLC 1.23% Reduce -0.9% 20,287 $4.8M
JMG Financial Group, Ltd. 0.16% Add +3.3% 20,164 $4.8M
Waycross Investment Management Co 4.40% Reduce -3.9% 20,128 $4.8M
Thrive Wealth Management, LLC 0.87% Add +0.1% 20,068 $4.8M
Aspire Private Capital, LLC 1.13% Reduce -5.2% 20,050 $4.8M
WP Advisors, LLC 1.74% Add +0.6% 20,017 $4.7M
Salomon & Ludwin, LLC 0.48% Reduce -5.8% 19,998 $4.7M
Jmac Enterprises LLC 0.76% Add +0.9% 19,987 $4.7M
One Capital Management, LLC 0.15% Add +1.7% 19,885 $4.7M
IFG Advisors, LLC 1.00% Add +2.0% 19,808 $4.7M
SageView Advisory Group, LLC 0.24% Reduce -15.7% 19,806 $4.7M
Financial Insights, Inc. 1.53% Add +8.7% 19,743 $4.7M
Keystone Financial Group 0.60% New 19,686 $4.7M
Nations Financial Group Inc, /Ia/ 0.34% Add +125.9% 19,564 $4.6M
Thoroughbred Financial Services, LLC 0.30% Add +2.8% 19,509 $4.6M
Mackenzie Financial Corp. 0.01% Reduce -0.7% 19,439 $4.6M
Baron Silver Stevens Financial Advisors, LLC 0.80% Add +3.3% 19,383 $4.6M
S.A. Mason LLC 2.44% Add +4.4% 19,363 $4.6M
United Bank 0.53% Reduce -7.3% 19,319 $4.6M
McClarren Financial Advisors, Inc. 0.57% Add +7.5% 54,381 $4.6M
Gleason Group, Inc. 0.83% Add +2.4% 19,055 $4.5M
Ti-Trust, Inc. 3.23% Reduce -0.2% 19,035 $4.5M
Freestone Capital Holdings, LLC 0.16% Reduce -1.9% 18,942 $4.5M
Michelson Medical Research Foundation, Inc. 3.16% No change 18,910 $4.5M
First Heartland Consultants, Inc. 0.48% Reduce -43.5% 18,842 $4.5M
Clayton Financial Group LLC 1.67% Add +6.0% 18,784 $4.5M
Chris Bulman Inc 3.02% Reduce -15.0% 18,720 $4.4M
Roble, Belko & Company, Inc 0.70% Reduce -0.0% 18,696 $4.4M
Wilmington Savings Fund Society, FSB 0.08% Add +790.8% 18,663 $4.4M
Topel & Distasi Wealth Management, LLC 1.83% Reduce -2.9% 18,641 $4.4M
Silver Oak Securities, Incorporated 0.47% Add +72.9% 18,670 $4.4M
Claro Advisors Inc. 0.57% Add +6.5% 18,605 $4.4M
Magnus Financial Group LLC 0.45% Add +15.8% 18,571 $4.4M
Advisory Services Network, LLC 0.09% No change 20,131 $4.4M
Nadler Financial Group, Inc. 0.48% No change 18,246 $4.3M
First Bancorp, Inc 3.00% Add +0.3% 18,166 $4.3M
Regal Investment Advisors LLC 0.30% Add +1.1% 18,159 $4.3M
Keeley-Teton Advisors, LLC 0.47% Add +1.6% 18,107 $4.3M
Summit Wealth Partners, LLC 0.82% Add +1.0% 18,017 $4.3M
Peterson Wealth Advisors, LLC 0.80% Add +0.6% 17,936 $4.3M
Connable Office Inc. 0.43% Add +5.2% 17,919 $4.3M
Optimist Retirement Group LLC 1.91% Reduce -0.2% 17,886 $4.2M
Cornerstone Wealth Management, LLC 0.30% Reduce -0.5% 17,811 $4.2M
DAVENPORT & Co LLC 0.02% Add +4.4% 17,784 $4.2M
Financial Freedom, LLC 2.23% Add +2.4% 17,765 $4.2M
Pinion Investment Advisors, LLC 1.76% Add +7.9% 17,763 $4.2M
Allen Mooney & Barnes Investment Advisors LLC 0.72% Reduce -2.6% 17,758 $4.2M
Moneco Advisors, LLC 0.52% Reduce -0.1% 17,719 $4.2M
Calamos Wealth Management LLC 0.22% Add +2.0% 17,685 $4.2M
Optas, LLC 0.96% Add +1.7% 17,667 $4.2M
RiverGlades Family Offices LLC 2.99% No change 17,597 $4.2M
Warner Financial, Inc. 1.85% Add +5.6% 17,572 $4.2M
Cambridge Capital Management, LLC 2.74% Reduce -0.6% 17,550 $4.2M
Meridian Wealth Management, LLC 0.20% New 17,548 $4.2M
Mystic Asset Management, Inc. 1.56% Reduce -0.8% 17,462 $4.1M
Rareview Capital LLC 3.09% Add +2.5% 17,453 $4.1M
Mather Group, Llc. 0.05% Reduce -24.8% 17,433 $4.1M
Washington Trust Bank 0.40% Reduce -0.5% 17,409 $4.1M
Frazier Financial Advisors, LLC 3.20% Reduce -3.4% 17,382 $4.1M
Titleist Asset Management, LLC 0.60% Add +509.9% 17,381 $4.1M
IHT Wealth Management, LLC 0.12% Add +83.2% 17,372 $4.1M
PAX Financial Group, LLC 0.74% Reduce -2.4% 17,358 $4.1M
Ausdal Financial Partners, Inc. 0.43% Add +0.9% 17,316 $4.1M
Semmax Financial Advisors Inc. 1.13% Add +4.2% 16,192 $4.1M
Mokosak Advisory Group, LLC 1.23% Reduce -3.4% 17,272 $4.1M
Keybank National Association 0.02% Add +10.3% 17,205 $4.1M
MY Wealth Management Inc. 4.14% Add +1.6% 17,199 $4.1M
Prime Capital Investment Advisors, LLC 0.06% Add +0.5% 17,159 $4.1M
Pinnacle Financial Group, LLC / IL 1.59% Add +16.7% 17,112 $4.1M
Aptus Capital Advisors, LLC 0.06% Reduce -2.7% 17,094 $4.1M
Wealth Alliance, LLC 0.48% Add +1.5% 17,081 $4.1M
Harbour Investments, Inc. 0.12% Reduce -2.4% 17,076 $4.1M
Flputnam Investment Management Co. 0.07% Reduce -0.5% 17,055 $4.0M
Radnor Capital Management, LLC 0.60% New 16,918 $4.0M
Mayport, LLC 1.28% Reduce -1.3% 16,820 $4.0M
Mesirow Financial Investment Management, Inc. 0.08% Add +0.3% 16,731 $4.0M
Parker Financial LLC 1.97% Reduce -22.1% 16,462 $3.9M
GenTrust, LLC 0.19% Reduce -75.7% 16,476 $3.9M
Beam Wealth Advisors, Inc. 1.19% Add +27.1% 16,502 $3.9M
Farmers & Merchants Investments Inc. 0.12% Reduce -5.7% 16,485 $3.9M
First Horizon Advisors, Inc. 0.11% Add +3.6% 16,456 $3.9M
Mittelman Wealth Management 2.22% Add +598.1% 16,454 $3.9M
Lynch Asset Management, Inc. 1.63% Add +8.7% 16,300 $3.9M
Concourse Financial Group Securities, Inc. 0.23% Reduce -5.4% 16,220 $3.9M
Jacobsen Capital Management 1.61% Add +7.9% 16,141 $3.8M
Financial Advisory Partners, LLC 1.25% Add +2.5% 15,819 $3.8M
Councilor Wealth, LLC 1.83% Add +23.7% 15,807 $3.7M
Cabot-Wellington, LLC 1.41% Reduce -24.3% 15,800 $3.7M
Consolidated Portfolio Review Corp 0.83% Add +0.9% 15,735 $3.7M
RTD Financial Advisors, Inc. 0.47% Add +0.0% 15,612 $3.7M
Lindbrook Capital, LLC 0.33% Reduce -3.7% 15,499 $3.7M
Main Street Financial Solutions, LLC 0.34% Reduce -3.5% 15,497 $3.7M
First United Bank & Trust 1.32% Add +24.6% 15,464 $3.7M
Tompkins Financial Corp. 0.35% Add +18.1% 15,439 $3.7M
Ironwood Investment Counsel, LLC 0.61% Reduce -0.1% 15,385 $3.6M
Graypoint LLC 0.23% Add +2.9% 15,372 $3.6M
Stonebridge Capital Advisors LLC 0.30% Add +28.5% 15,352 $3.6M
Mosaic Advisors LLC 2.76% Add +21.1% 15,192 $3.6M
Sensible Financial Planning & Management, LLC. 0.71% Reduce -7.1% 15,161 $3.6M
Narus Financial Partners, LLC 1.29% Add +7.9% 15,153 $3.6M
Signal Advisors Wealth, LLC 0.51% New 15,145 $3.6M
Courier Capital LLC 0.24% Add +0.8% 15,068 $3.6M
Focus Financial Network, Inc. 0.15% Reduce -0.8% 14,945 $3.6M
Ieq Capital, LLC 0.04% Add +8.7% 14,957 $3.5M
RFG Advisory, LLC 0.11% Add +137.5% 14,940 $3.5M
Stephens Consulting, LLC 0.91% Reduce -0.7% 14,893 $3.5M
Fiduciary Family Office, LLC 1.16% No change 14,869 $3.5M
HBC Financial Services, PLLC 2.13% No change 14,674 $3.5M
Sepio Capital, LP 0.27% Reduce -0.5% 14,775 $3.5M
Independent Financial Group, LLC 0.13% Add +2.5% 14,768 $3.5M
Glass Jacobson Investment Advisors llc 1.16% Add +0.6% 14,763 $3.5M
Checchi Capital Advisers, LLC 0.26% Reduce -0.8% 14,702 $3.5M
Lane & Associates LLC 1.89% Reduce -15.8% 14,634 $3.5M
Petix & Botte Co 0.92% Reduce -0.6% 14,533 $3.4M
Taylor & Morgan Wealth Management, LLC 2.30% Reduce -0.7% 14,479 $3.4M
Greenwich Wealth Management LLC 0.23% Add +2.1% 14,399 $3.4M
Mgo One Seven LLC 0.15% Add +2.6% 14,370 $3.4M
Valtinson Bruner Financial Planning LLC 1.18% Add +8.3% 14,308 $3.4M
Asset Dedication, LLC 0.23% Reduce -27.7% 14,276 $3.4M
Dakota Wealth Management 0.08% Add +2.0% 14,263 $3.4M
Great Point Wealth Advisors, LLC 0.72% No change 14,192 $3.4M
One Day In July LLC 0.38% Add +0.6% 14,146 $3.4M
Beacon Bridge Wealth Partners, LLC 1.44% Add +1.6% 14,103 $3.3M
Sequoia Financial Advisors, LLC 0.04% Add +17.9% 14,098 $3.3M
Meridian Financial Advisors, LLC 2.23% Add +0.9% 14,077 $3.3M
Objective Capital Management, LLC 1.96% — 14,077 $3.3M
Pinnacle Financial Partners Inc 0.07% Reduce -4.7% 14,015 $3.3M
Old North State Wealth Management, LLC 1.86% Reduce -0.5% 13,959 $3.3M
waypoint wealth counsel 2.24% Reduce -1.7% 13,964 $3.3M
Anderson Hoagland & Co. 0.34% Reduce -5.5% 13,985 $3.3M
Kathleen S. Wright Associates Inc. 1.36% Add +12.0% 13,934 $3.3M
Strategic Blueprint, LLC 0.21% Add +3.6% 13,922 $3.3M
Kingsview Wealth Management, LLC 0.07% Add +5.6% 13,898 $3.3M
Prevail Innovative Wealth Advisors, LLC 1.00% New 13,834 $3.3M
CWS Financial Advisors, LLC 1.16% Add +6.2% 13,828 $3.3M
Highland Capital Management, LLC 0.19% Add +2.0% 13,797 $3.3M
Mycio Wealth Partners, LLC 0.75% Add +0.2% 13,796 $3.3M
First Financial Corp. 1.56% Add +8.5% 13,782 $3.3M
StoneX Group Inc. 0.24% Add +1.9% 13,741 $3.3M
Gradient Capital Advisors, LLC 1.08% Add +1.4% 13,773 $3.3M
Kennicott Capital Management LLC 1.25% Reduce -0.1% 13,719 $3.3M
Roth Financial Partners LLC 1.30% Reduce -0.2% 13,716 $3.3M
Bragg Financial Advisors, Inc 0.13% Add +0.0% 13,628 $3.2M
West Financial Advisors, LLC 0.62% Add +0.1% 13,626 $3.2M
KFA Private Wealth Group, LLC 1.54% Reduce -18.6% 13,597 $3.2M
General Partner, Inc. 1.99% No change 13,500 $3.2M
Accredited Investors Inc. 0.18% Add +0.2% 13,479 $3.2M
Frank, Rimerman Advisors LLC 0.23% No change 13,477 $3.2M
Orrstown Financial Services Inc. 0.94% Reduce -6.8% 13,473 $3.2M
Argent Financial Group, Inc. 0.38% — 13,429 $3.2M
Great Lakes Advisors, LLC 0.03% No change 13,421 $3.2M
Ascent Group, LLC 0.24% Reduce -4.5% 13,402 $3.2M
D'Orazio & Associates, Inc. 0.45% Reduce -34.8% 13,324 $3.2M
Acorn Wealth Advisors, LLC 1.35% Add +0.7% 13,214 $3.1M
West Bancorporation Inc. 2.09% Reduce -2.8% 13,206 $3.1M
PCA Investment Advisory Services Inc. 1.47% Add +0.7% 13,182 $3.1M
Paragon Capital Management Inc. 2.30% Reduce -1.0% 13,145 $3.1M
SOL Capital Management CO 0.34% Reduce -2.3% 13,028 $3.1M
Valeo Financial Advisors, LLC 0.09% Reduce -5.5% 12,997 $3.1M
Investment Research & Advisory Group, Inc. 1.30% Reduce -1.1% 12,976 $3.1M
Phillips Financial Management, LLC 0.24% Add +1.1% 12,964 $3.1M
Watts Gwilliam & Co., LLC 0.67% — 13,068 $3.1M
Elevated Capital Advisors, LLC 0.81% Reduce -1.9% 12,909 $3.1M
IFP Advisors, Inc 0.11% Reduce -2.7% 12,904 $3.1M
Welch & Forbes LLC 0.04% Add +1.9% 12,888 $3.1M
Wade Financial Advisory, Inc 1.03% Reduce -1.0% 12,881 $3.1M
Verum Partners LLC 0.89% Reduce -0.4% 12,826 $3.0M
Brand Asset Management Group, Inc. 1.17% Reduce -0.8% 12,643 $3.0M
AdvisorNet Financial, Inc 0.22% Add +30.9% 12,614 $3.0M
Wells Financial Advisors INC 4.03% Reduce -51.0% 12,536 $3.0M
Edmond DE Rothschild Holding S.A. 0.05% No change 12,500 $3.0M
SOA Wealth Advisors, LLC. 0.56% Reduce -3.9% 12,447 $3.0M
Wesbanco Bank Inc. 0.10% Add +1.6% 12,440 $3.0M
Farther Finance Advisors, LLC 0.11% Add +109.6% 12,429 $2.9M
Columbia Asset Management 0.51% Add +2.2% 12,422 $2.9M
Lake Street Advisors Group, LLC 0.14% Reduce -4.0% 12,382 $2.9M
Alesco Advisors, LLC, An ESL Co 0.09% Reduce -0.2% 12,377 $2.9M
Westover Capital Advisors, LLC 0.56% Add +84.0% 12,340 $2.9M
Gentry Private Wealth, LLC 2.38% Reduce -0.2% 12,257 $2.9M
Fidelis Capital Partners, LLC 0.34% Add +5.3% 12,224 $2.9M
Parsons Capital Management Inc. 0.18% Add +14.8% 12,183 $2.9M
Smith, Moore & Co. 0.28% Add +1.7% 12,180 $2.9M
REAP Financial Group, LLC 0.71% Reduce -0.7% 12,170 $2.9M
Rebalance, LLC 0.21% Reduce -0.4% 12,129 $2.9M
Octavia Wealth Advisors, LLC 0.35% Add +1.4% 12,083 $2.9M
CW Advisors, LLC 0.04% Add +65.9% 12,115 $2.9M
Cynosure Group, LLC 0.42% Add +51.6% 12,110 $2.9M
Diversified Trust Co. 0.07% Add +1.2% 12,102 $2.9M
Marble Harbor Investment Counsel, LLC 0.31% Add +0.8% 12,065 $2.9M
Flagstar Securities, Inc. 0.72% Add +2.3% 11,958 $2.8M
Orin Green Financial, LLC 1.21% Add +0.5% 11,849 $2.8M
Barrett & Company, Inc. 1.22% Add +17.0% 11,849 $2.8M
Fiera Capital Corp 0.01% Add +0.6% 11,821 $2.8M
Gibson Wealth Advisors LLC 2.28% Add +0.2% 11,807 $2.8M
Paulson Wealth Management Inc. 0.75% Reduce -16.7% 11,777 $2.8M
Tortoise Investment Management, LLC 0.29% Reduce -0.2% 11,752 $2.8M
Monument Group Wealth Advisors, LLC 1.67% No change 11,744 $2.8M
Sei Investments Co. 0.00% Reduce -0.3% 11,688 $2.8M
D. E. Shaw & Co. 0.00% Reduce -41.1% 11,621 $2.8M
Cordant, Inc. 1.41% Add +2.0% 11,594 $2.8M
CWA Asset Management Group, LLC 0.15% — 11,536 $2.7M
Dorsey & Whitney Trust CO LLC 0.14% Add +0.7% 11,423 $2.7M
Ariston Services Group 2.35% Reduce -1.2% 11,402 $2.7M
Heritage Wealth Partners, LLC 3.17% New 11,357 $2.7M
Williams Jones Wealth Management, LLC. 0.03% Add +5.3% 11,356 $2.7M
TFC Financial Management, Inc. 0.42% Reduce -1.2% 11,250 $2.7M
SkyOak Wealth, LLC 0.59% Add +1.2% 11,218 $2.7M
N.E.W. Advisory Services LLC 0.26% Add +7.2% 11,183 $2.7M
Financial Advocates Investment Management 0.15% Reduce -0.4% 11,182 $2.7M
Procyon Advisors, LLC 0.18% Reduce -1.5% 11,145 $2.6M
Cranbrook Wealth Management, LLC 0.60% Reduce -4.2% 11,088 $2.6M
Hummer Financial Advisory Services Inc 2.07% Reduce -1.1% 11,047 $2.6M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.40% Reduce -53.1% 11,076 $2.6M
Klingman & Associates, LLC 0.16% Reduce -0.3% 11,072 $2.6M
JFS Wealth Advisors, LLC 0.17% Add +1949.1% 10,983 $2.6M
Joseph P. Lucia & Associates, LLC 1.20% Add +15.4% 10,979 $2.6M
Apollon Wealth Management, LLC 0.07% Add +1.4% 10,975 $2.6M
Life Planning Partners, Inc 2.32% Reduce -0.9% 10,961 $2.6M
Simmons Bank 0.19% Reduce -1.3% 10,956 $2.6M
Tanager Wealth Management LLP 0.35% Reduce -1.2% 10,917 $2.6M
Sfm, LLC 1.92% Reduce -2.9% 10,788 $2.6M
Evermay Wealth Management LLC 0.41% Reduce -2.7% 10,760 $2.6M
STAR Financial Bank 1.72% Reduce -9.7% 10,773 $2.6M
Carr Financial Group Corp 0.76% Add +25.6% 10,762 $2.6M
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 2.54% Add +7.3% 10,725 $2.5M
Eagle Strategies LLC 0.46% Add +251.7% 10,722 $2.5M
Goelzer Investment Management, Inc. 0.14% Reduce -2.4% 10,707 $2.5M
McKinley Carter Wealth Services, Inc. 0.15% Reduce -9.7% 10,650 $2.5M
Graves Light Lenhart Wealth, Inc. 0.31% Reduce -4.5% 10,648 $2.5M
Boston Research & Management Inc. 0.59% Reduce -0.3% 10,619 $2.5M
Krilogy Financial LLC 0.17% New 10,587 $2.5M
Brio Consultants, LLC 0.40% Add +13.5% 10,581 $2.5M
Gainplan LLC 1.18% Add +1.2% 11,474 $2.5M
SWP Financial LLC 1.53% Add +0.2% 10,536 $2.5M
Stock Yards Bank & Trust Co. 0.08% Reduce -4.7% 10,524 $2.5M
Kelleher Financial Advisors 0.95% Add +2.6% 10,514 $2.5M
BTC Capital Management, Inc. 0.22% No change 10,491 $2.5M
Moisand Fitzgerald Tamayo, LLC 0.34% Reduce -1.3% 10,479 $2.5M
Mitchell Sinkler & Starr 0.62% Add +24.1% 13,254 $2.5M
Family Capital Management, Inc. 1.59% Add +3.4% 10,433 $2.5M
Strategies Wealth Advisors, LLC 0.33% Add +0.1% 10,426 $2.5M
Kingswood Wealth Advisors, LLC 0.18% Reduce -54.6% 10,377 $2.5M
Peoples Financial Services Corp. 1.12% Add +1.3% 10,376 $2.5M
Oxford Financial Group, LTD. LLC 0.16% No change 10,320 $2.4M
Modus Advisors, LLC 0.80% Reduce -13.1% 10,299 $2.4M
Viewpoint Capital Management LLC 1.36% No change 10,280 $2.4M
Embree Financial Group 0.43% Add +1.4% 10,256 $2.4M
Brickley Wealth Management 0.50% Reduce -0.4% 10,250 $2.4M
Boyd Wealth Management, LLC 1.22% Reduce -3.0% 10,152 $2.4M
Strategic Family Wealth Counselors, L.L.C. 0.84% Reduce -1.5% 10,080 $2.4M
Traveka Wealth, LLC 1.21% No change 10,076 $2.4M
SouthState Bank Corp 0.16% Reduce -1.4% 10,013 $2.4M
MassMutual Private Wealth & Trust, FSB 0.07% Reduce -8.0% 10,010 $2.4M
Stone Summit Wealth LLC 0.76% Add +6.1% 9,940 $2.4M
Principle Wealth Partners LLC 0.17% Add +3.3% 9,930 $2.4M
SigFig Wealth Management, LLC 0.09% Reduce -12.4% 9,936 $2.4M
Vontobel Holding Ltd. 0.01% Reduce -1.2% 9,899 $2.3M
Security Financial Services, INC. 0.47% Reduce -0.3% 9,830 $2.3M
Washington Trust Advisors, Inc. 0.20% Add +5.8% 9,809 $2.3M
Legacy Edge Advisors, LLC 0.37% Add +2.5% 9,719 $2.3M
Debussy Capital Management LP 0.67% Reduce -2.4% 9,686 $2.3M
TFB Advisors LLC 0.68% Add +13.9% 9,686 $2.3M
Encompass Wealth Advisors, LLC 0.58% Add +3.0% 9,681 $2.3M
Investment Advisory Group, LLC 0.80% Add +12.3% 9,669 $2.3M
Wealthspan Partners, LLC 1.13% Add +1.5% 9,623 $2.3M
Marquette Asset Management, LLC 0.36% Reduce -3.2% 9,618 $2.3M
Elwood & Goetz Wealth Advisory Group, LLC 0.56% Reduce -0.5% 9,620 $2.3M
Destiny Wealth Partners, LLC 0.40% Reduce -0.1% 9,606 $2.3M
Creative Financial Designs Inc. 0.19% Add +13.6% 9,576 $2.3M
Liberty Wealth Management LLC 0.38% Add +1.9% 9,545 $2.3M
Wiser Advisor Group LLC 3.37% Reduce -4.4% 9,530 $2.3M
Westside Investment Management, Inc. 0.48% Add +0.5% 9,627 $2.3M
Transcend Capital Advisors, LLC 0.15% Add +12.3% 9,489 $2.3M
Schrum Private Wealth Management LLC 1.16% Add +170.2% 9,462 $2.2M
Performance Wealth Partners, LLC 0.08% Add +10.6% 9,442 $2.2M
FinDec Wealth Services, Inc. 1.28% Add +0.1% 9,328 $2.2M
Columbus Macro, LLC 0.80% Add +1.3% 9,299 $2.2M
Scotia Capital Inc. 0.01% Add +51.2% 9,282 $2.2M
New England Private Wealth Advisors LLC 0.35% Add +0.4% 9,180 $2.2M
Horizon Family Wealth, Inc. 1.55% Add +0.6% 9,139 $2.2M
CGN Advisors LLC 0.22% Add +4.9% 9,131 $2.2M
Fort Point Capital Partners LLC 0.27% Add +0.8% 9,127 $2.2M
Conning Inc. 0.07% No change 9,084 $2.2M
Market Street Wealth Management Advisors LLC 0.35% Reduce -1.9% 9,051 $2.1M
Greenup Street Wealth Management LLC 0.44% Add +10.1% 8,964 $2.1M
Affinity Capital Advisors, LLC 0.41% Reduce -6.9% 8,856 $2.1M
Berger Financial Group, Inc 0.15% Reduce -12.7% 8,811 $2.1M
Brighton Jones LLC 0.08% Reduce -25.6% 8,778 $2.1M
Smith Anglin Financial, LLC 0.20% Reduce -0.1% 8,774 $2.1M
Ritholtz Wealth Management 0.06% Add +14.3% 8,773 $2.1M
Onyx Bridge Wealth Group LLC 0.31% Add +0.1% 8,761 $2.1M
McLean Asset Management Corp 0.62% Add +0.3% 8,727 $2.1M
Fulton Bank, N.A. 0.08% Add +6.4% 8,654 $2.1M
Federation des caisses Desjardins du Quebec 0.01% Add +2.4% 8,619 $2.0M
AlTi Global, Inc. 0.05% Add +16.2% 8,571 $2.0M
Pine Valley Investments Ltd Liability Co 0.14% Reduce -4.4% 8,588 $2.0M
jvl associates llc 0.78% Add +0.0% 8,507 $2.0M
Vicus Capital 0.18% Add +0.4% 8,448 $2.0M
Morton Brown Family Wealth, LLC 0.71% Reduce -0.2% 8,433 $2.0M
Wealthspire Retirement, LLC 0.16% Reduce -6.3% 8,405 $2.0M
MA Private Wealth 0.37% Reduce -24.5% 8,386 $2.0M
Marshall Financial Group, LLC 0.47% Reduce -4.8% 8,360 $2.0M
City State Bank 0.72% Add +12.2% 8,329 $2.0M
Cahill Financial Advisors Inc. 0.27% Reduce -7.9% 8,325 $2.0M
Ridgewood Investments LLC 0.98% Reduce -21.1% 8,286 $2.0M
Axiom Advisory, LLC 0.02% Add +2.0% 8,639 $2.0M
Savvy Advisors, Inc. 0.40% Reduce -28.9% 8,253 $2.0M
Wedbush Securities Inc. 0.07% Add +16.3% 8,246 $2.0M
Geneos Wealth Management Inc. 0.07% Add +313.0% 8,231 $2.0M
Arrowroot Family Office, LLC 1.14% Reduce -2.6% 8,224 $2.0M
Callan Capital, LLC 0.14% Add +4.4% 8,190 $1.9M
Beaird Harris Wealth Management, LLC 0.17% No change 8,179 $1.9M
Perennial Investment Advisors, LLC 0.25% Reduce -25.4% 8,149 $1.9M
Tarbox Family Office, Inc. 0.32% Reduce -5.4% 8,129 $1.9M
Sax Wealth Advisors, LLC 0.17% Add +15.0% 8,098 $1.9M
Hiley Hunt Wealth Management 1.10% Reduce -1.0% 8,069 $1.9M
Revolve Wealth Partners, LLC 0.29% Reduce -16.0% 8,021 $1.9M
Private Client Services, LLC 1.02% Add +5.8% 8,006 $1.9M
Peak Asset Management, LLC 0.36% Reduce -5.1% 7,981 $1.9M
JNBA Financial Advisors 0.19% Reduce -8.5% 7,957 $1.9M
Wick Capital Partners, LLC 0.61% Reduce -6.3% 7,951 $1.9M
Argonautica Private Wealth Management, Inc. 0.63% Add +2.0% 7,947 $1.9M
MIdWestOne Financial Group, Inc. 0.26% Reduce -4.7% 7,858 $1.9M
Collective Family Office LLC 0.51% Reduce -1.3% 7,852 $1.9M
Precision Wealth Strategies, LLC 1.72% Add +53.5% 7,835 $1.9M
Sachem Hill LLC 0.38% Reduce -5.6% 7,833 $1.9M
MidAtlantic Capital Management, Inc. 1.36% Add +6.2% 7,826 $1.9M
Canal Capital Management, LLC 0.30% No change 7,822 $1.9M
MADDEN SECURITIES Corp 0.80% Add +1.7% 7,815 $1.9M
First National Bank of Omaha 0.12% No change 7,814 $1.9M
Soltis Investment Advisors LLC 0.18% Add +0.1% 7,803 $1.9M
Duncker Streett & Co. Inc. 0.34% Add +2.3% 7,794 $1.8M
Maryland Capital Advisors Inc. 0.89% Reduce -1.6% 7,762 $1.8M
Trust Co. of Vermont 0.09% Add +0.1% 7,741 $1.8M
Camelot Portfolios, LLC 1.81% Reduce -18.2% 7,730 $1.8M
Investment Partners, LTD. 0.76% Reduce -4.1% 7,721 $1.8M
Sweet Financial Partners, LLC 0.40% No change 7,715 $1.8M
Hunter Associates Investment Management LLC 0.28% Add +5.1% 7,729 $1.8M
Dimension Capital Management LLC 0.34% Add +0.3% 7,645 $1.8M
Capital Analysts, LLC 0.07% Add +3.5% 7,566 $1.8M
Highline Wealth Partners LLC 0.60% Reduce -12.7% 7,545 $1.8M
First National Trust Co 0.07% Reduce -0.4% 7,518 $1.8M
Retirement Planning Co of New England, Inc. 0.89% Reduce -0.4% 7,501 $1.8M
Proffitt & Goodson Inc. 0.29% Reduce -66.7% 7,495 $1.8M
Annis Gardner Whiting Capital Advisors, LLC 0.50% Reduce -0.3% 7,432 $1.8M
Canandaigua National Trust Co of Florida 1.52% — 7,447 $1.8M
Argent Trust Co 0.07% Reduce -0.3% 7,431 $1.8M
AlphaStar Capital Management, LLC 0.14% Add +0.7% 7,426 $1.8M
Lee Financial Co 0.25% Add +0.0% 7,414 $1.8M
ETF Portfolio Partners, Inc. 0.52% Add +0.4% 7,419 $1.8M
Beacon Financial Group 0.19% No change 7,395 $1.8M
Dentgroup LLC 1.31% Reduce -3.1% 7,389 $1.8M
Trinity Financial Advisors LLC 0.78% Reduce -14.7% 9,600 $1.8M
Hohimer Wealth Management, LLC 0.38% Add +1.6% 7,364 $1.7M
Essex Bank 0.43% Reduce -0.2% 7,349 $1.7M
TCI Wealth Advisors, Inc. 0.15% Reduce -0.1% 7,340 $1.7M
New England Asset Management Inc. 0.28% No change 7,340 $1.7M
Squire Investment Management Company, LLC 0.83% Add +8.3% 7,333 $1.7M
Harbor Group, Inc. 0.40% Reduce -3.9% 7,317 $1.7M
Capasso Planning Partners LLC 0.51% Add +21.3% 7,290 $1.7M
Verus Capital Partners, LLC 0.17% Reduce -8.4% 7,264 $1.7M
Eclectic Associates Inc. 0.68% Reduce -4.9% 7,263 $1.7M
FDx Advisors, Inc. 0.47% Reduce -18.5% 7,222 $1.7M
Gladstone Institutional Advisory LLC 0.08% Add +9.5% 7,221 $1.7M
Pacific Sun Financial Corp 0.94% Reduce -3.3% 7,194 $1.7M
Intrinsic Value Partners, LLC 1.71% Add +214.4% 7,185 $1.7M
Cornerstone Advisors Asset Management, LLC 0.38% Add +9.0% 7,185 $1.7M
Forte Capital LLC 0.19% Reduce -18.0% 7,154 $1.7M
Anchor Investment Management, LLC 0.16% Reduce -0.6% 7,136 $1.7M
Summit Trail Advisors, LLC 0.04% Add +0.8% 7,091 $1.7M
PFG Investments, LLC 0.11% Reduce -2.2% 7,094 $1.7M
Tritonpoint Wealth, LLC 0.15% Add +2.1% 6,988 $1.7M
Carl P. Sherr & Co., LLC 0.87% Add +16.3% 6,986 $1.7M
GC Wealth Management RIA, LLC 0.29% Add +13.4% 6,976 $1.7M
Partners in Financial Planning 0.33% Add +0.2% 6,950 $1.6M
Shorepoint Capital Partners LLC 0.37% Reduce -0.2% 6,896 $1.6M
Deutsche Bank AG 0.00% Reduce -6.1% 6,887 $1.6M
FineMark National Bank & Trust 0.06% Reduce -2.8% 6,860 $1.6M
Sunburst Financial Group, LLC 0.41% Reduce -2.5% 6,832 $1.6M
Custos Family Office, LLC 0.59% Add +0.3% 6,828 $1.6M
Romano Brothers and Company 0.20% Add +5.7% 6,826 $1.6M
Caitlin John, LLC 1.04% Add +3.4% 6,411 $1.6M
SeaCrest Wealth Management, LLC 0.17% Add +19.6% 6,798 $1.6M
New Republic Capital, LLC 0.92% Add +13.9% 6,748 $1.6M
Motley Fool Wealth Management, LLC 0.08% Reduce -0.9% 6,731 $1.6M
Summit Investment Advisory Services, LLC 0.85% New 6,731 $1.6M
First Citizens Bank & Trust Co. 0.04% Reduce -5.2% 6,716 $1.6M
Cassady Schiller Wealth Management, LLC 0.58% Add +6.5% 6,699 $1.6M
Waters Parkerson & Co., LLC 0.08% No change 6,667 $1.6M
Astoria Strategic Wealth, Inc. 0.46% Add +4.5% 6,648 $1.6M
Vantage Financial Partners, LLC 0.39% Reduce -15.7% 6,645 $1.6M
Zhang Financial LLC 0.10% Reduce -2.5% 6,643 $1.6M
Ironwood Financial, llc 0.33% Add +0.6% 6,620 $1.6M
Compass Financial Group, INC 0.31% Reduce -2.8% 6,605 $1.6M
Sierra Capital LLC 0.19% New 6,600 $1.6M
Cary Street Partners Asset Management LLC 0.21% Add +11.4% 6,566 $1.6M
CHB Investment Group, LLC 0.82% — 6,549 $1.6M
Rockbridge Investment Management, LCC 0.20% Add +2.8% 6,517 $1.5M
Aaron Wealth Advisors LLC 0.18% Add +3.0% 6,515 $1.5M
New Covenant Trust Company, N.A. 1.49% Add +56.0% 6,497 $1.5M
Belpointe Asset Management LLC 0.09% Add +57.2% 6,480 $1.5M
Moors & Cabot, Inc. 0.08% Add +34.2% 6,477 $1.5M
Blue Trust, Inc. 0.02% Add +18.1% 7,032 $1.5M
USAdvisors Wealth Management, LLC 0.53% Add +3.0% 6,442 $1.5M
Strategic Financial Concepts, LLC 0.49% Reduce -99.6% 6,433 $1.5M
Santori & Peters, Inc. 0.59% Reduce -3.0% 6,315 $1.5M
Wellspring Financial Advisors, LLC 0.18% Reduce -0.2% 6,310 $1.5M
Carolinas Wealth Consulting LLC 0.27% Add +0.5% 6,285 $1.5M
Sightline Wealth Advisors, LLC 0.82% Add +0.3% 6,259 $1.5M
Clear Creek Financial Management, LLC 0.17% Reduce -23.6% 6,250 $1.5M
Edge Financial Advisors LLC 1.31% Add +6.7% 6,242 $1.5M
Silverlake Wealth Management LLC 0.57% Add +10.6% 6,232 $1.5M
Lanark Financial, Inc. 0.12% Add +0.1% 6,230 $1.5M
Rainey & Randall Wealth Advisors Inc. 0.32% New 6,219 $1.5M
Hirtle & Co., LLC 0.07% No change 6,216 $1.5M
Refined Wealth Management 1.14% Add +1.2% 6,206 $1.5M
Global Strategic Investment Solutions, LLC 0.17% Reduce -1.1% 6,186 $1.5M
Guardian Wealth Advisors, LLC / NC 0.16% Add +5.4% 6,176 $1.5M
Seven Springs Wealth Group, LLC 0.54% No change 6,171 $1.5M
Global Wealth Management Investment Advisory, Inc. 0.32% Add +2.6% 6,165 $1.5M
Upper Left Wealth Management, LLC 1.28% Add +9.5% 6,249 $1.5M
GYL Financial Synergies, LLC 0.11% Add +6.1% 6,099 $1.4M
Financial Planning & Information Services, Inc. 0.20% Reduce -1.0% 6,093 $1.4M
Baron Financial Group, LLC 0.88% Add +5.4% 6,066 $1.4M
Pioneer Wealth Management Group 0.68% Reduce -13.7% 6,052 $1.4M
Gray Private Wealth, LLC 0.86% Add +0.1% 6,040 $1.4M
Kendall Capital Management 0.44% No change 6,025 $1.4M
Madden Advisory Services, Inc. 0.65% Add +2.3% 6,001 $1.4M
S&T Bank 0.37% No change 5,999 $1.4M
Bell Investment Advisors, Inc 0.26% Reduce -0.1% 5,960 $1.4M
Dogwood Wealth Management LLC 0.81% Add +0.0% 5,932 $1.4M
RFG Holdings, Inc. 0.49% Reduce -1.3% 5,896 $1.4M
Berkeley Capital Partners, LLC 0.40% Add +6.7% 5,869 $1.4M
DBK Financial Counsel, LLC 1.40% No change 5,829 $1.4M
Bryn Mawr Trust Advisors, LLC 0.07% No change 5,812 $1.4M
Evanson Asset Management, LLC 0.10% Add +6.0% 5,808 $1.4M
Cornerstone Wealth Advisors, Inc. 0.38% Add +2.1% 5,808 $1.4M
Cascade Financial Partners, LLC 0.17% No change 5,779 $1.4M
GW&K Investment Management, LLC 0.01% Add +3.9% 5,795 $1.4M
Gibson Capital, LLC 0.28% No change 5,771 $1.4M
Clifford Swan Investment Counsel LLC 0.05% No change 5,753 $1.4M
Meridian Wealth Partners, LLC 0.21% Reduce -1.9% 5,744 $1.4M
Greenleaf Trust 0.01% Add +4.8% 5,741 $1.4M
Howland Capital Management LLC 0.06% Add +288.6% 5,720 $1.4M
C M Bidwell & Associates Ltd. 0.83% Add +8.5% 5,713 $1.4M
Dagco, Inc. 0.56% Reduce -73.4% 5,709 $1.4M
Lam Group, Inc. 0.96% Reduce -1.2% 5,705 $1.4M
Cornerstone Wealth Group, LLC 0.11% Reduce -4.7% 5,689 $1.3M
Richardson Financial Services Inc. 0.86% Add +38.5% 6,028 $1.3M
Parkside Financial Bank & Trust 0.19% Add +61.2% 5,676 $1.3M
First American Bank 0.10% Add +5.8% 5,668 $1.3M
Adero Partners, LLC 0.09% No change 5,648 $1.3M
Cibc World Market Inc. 0.00% Add +31.8% 5,627 $1.3M
Western Wealth Management, LLC 0.08% Add +4.6% 5,625 $1.3M
Cardiff Park Advisors, LLC 0.12% Add +0.4% 5,623 $1.3M
Twin Focus Capital Partners, LLC 0.21% Add +0.3% 5,615 $1.3M
Revisor Wealth Management LLC 0.83% Add +54.4% 5,576 $1.3M
Quadrant Capital Group LLC 0.09% No change 5,569 $1.3M
Coastline Trust Co 0.15% Add +9.9% 5,547 $1.3M
Defined Wealth Management, LLC 0.85% Reduce -0.3% 5,534 $1.3M
Muirfield Wealth Advisors LLC 1.12% Add +1.4% 5,534 $1.3M
Keel Point, LLC 0.11% Reduce -14.3% 5,528 $1.3M
Probity Advisors, Inc. 0.25% Add +9.7% 5,525 $1.3M
Intelligence Driven Advisers, LLC 0.19% Reduce -4.0% 5,518 $1.3M
WMS Partners, LLC 0.07% Add +2.1% 5,508 $1.3M
Rockwood Wealth Management, LLC 0.14% Add +5.3% 5,497 $1.3M
Proficio Capital Partners LLC 0.13% Reduce -0.3% 5,477 $1.3M
KMG Fiduciary Partners, LLC 0.11% Reduce -6.7% 5,433 $1.3M
Uptick Partners, LLC 0.54% Reduce -14.9% 5,430 $1.3M
Gryphon Financial Partners LLC 0.18% Add +4.3% 5,421 $1.3M
BOS Asset Management, LLC 0.47% Add +0.3% 5,402 $1.3M
Allegheny Financial Group 0.31% Add +2.0% 5,377 $1.3M
SC&H Financial Advisors, Inc. 0.28% Reduce -0.1% 5,376 $1.3M
Jeppson Wealth Management, LLC 0.46% No change 5,364 $1.3M
Twin Peaks Wealth Advisors, LLC 0.58% Add +39.2% 5,338 $1.3M
TFG Advisers LLC 0.45% Reduce -0.8% 5,313 $1.3M
Tranquility Partners, LLC 0.46% Add +3.3% 5,302 $1.3M
Nabity-Jensen Investment Management Inc 0.96% Add +2.9% 5,266 $1.2M
Independence Bank of Kentucky 0.27% Reduce -5.7% 5,263 $1.2M
Family Firm, Inc. 0.27% Add +9.7% 5,214 $1.2M
Vident Advisory, LLC 0.03% No change 5,209 $1.2M
Fortitude Family Office, LLC 0.49% No change 5,209 $1.2M
Moneywise, Inc. 0.61% Reduce -7.3% 5,209 $1.2M
Cascade Wealth Advisors, Inc 0.88% Reduce -15.4% 5,207 $1.2M
FIDELIS iM, LLC 0.56% No change 5,200 $1.2M
Patriot Financial Group Insurance Agency, LLC 0.16% Add +14.3% 5,151 $1.2M
First Business Financial Services, Inc. 0.12% No change 5,129 $1.2M
Choate Investment Advisors 0.03% Reduce -48.1% 5,121 $1.2M
Founders Financial Alliance, LLC 0.34% Reduce -3.4% 5,116 $1.2M
Carnegie Investment Counsel 0.04% Reduce -13.2% 5,114 $1.2M
National Philanthropic Trust 0.02% No change 5,098 $1.2M
CPA Asset Management Group, LLC 0.58% No change 5,094 $1.2M
Heritage Wealth Management, Inc. 0.39% Reduce -6.0% 5,058 $1.2M
Laird Norton Wetherby Wealth Management, LLC 0.05% Reduce -7.5% 5,057 $1.2M
Cidel Asset Management Inc. 0.08% No change 5,046 $1.2M
Colonial Trust Co / SC 0.18% Add +140.6% 5,035 $1.2M
O'ROURKE & COMPANY, Inc 0.60% Reduce -1.0% 5,018 $1.2M
Elser Financial Planning, Inc 1.72% No change 5,003 $1.2M
Journey Advisory Group, LLC 0.14% No change 5,425 $1.2M
Stillwater Capital Advisors, LLC 0.15% New 4,968 $1.2M
Ranch Capital Advisors Inc. 0.55% Reduce -0.8% 4,951 $1.2M
Strategic Financial Partners, Ltd. 0.60% Add +1.0% 4,946 $1.2M
Etfidea, LLC 0.37% Add +11.8% 4,937 $1.2M
Capital Investment Advisors, LLC 0.02% Add +4.6% 4,923 $1.2M
Mosaic Family Wealth Partners, LLC 0.17% Add +0.3% 4,922 $1.2M
Lowe Brockenbrough & Co. Inc. 0.07% Add +55.5% 4,905 $1.2M
Delta Financial Advisors LLC 0.42% Add +0.2% 4,905 $1.2M
Park National Corp. 0.04% Reduce -0.1% 4,889 $1.2M
KCM Investment Advisors LLC 0.04% No change 4,880 $1.2M
Cherrydale Wealth Management, LLC 0.47% Add +0.4% 4,873 $1.2M
Capstone Wealth Management Group, LLC 0.68% Reduce -1.1% 4,849 $1.2M
Elevatus Welath Management 0.37% Add +259.0% 4,829 $1.1M
Vista Investment Management 0.43% Reduce -2.2% 4,798 $1.1M
Root Financial Partners, LLC 0.18% Add +14.4% 4,777 $1.1M
Hibernia Wealth Partners, LLC 0.39% Add +37.7% 4,772 $1.1M
Somerset Group LLC 1.04% Reduce -0.2% 4,757 $1.1M
Laurel Wealth Planning LLC 0.73% Add +1.2% 4,687 $1.1M
DiNuzzo Private Wealth, Inc. 0.14% Add +883.0% 5,092 $1.1M
Consultiva Wealth Management, Corp. 8.78% No change 4,653 $1.1M
Oxbow Advisors, LLC 0.11% No change 4,650 $1.1M
Jag Capital Management, LLC 0.13% No change 4,627 $1.1M
Retirement Planning Group, LLC 0.06% Reduce -3.1% 4,571 $1.1M
Adams Wealth Management 0.23% Add +44.9% 4,566 $1.1M
CacheTech Inc. 0.23% Add +44.9% 4,566 $1.1M
Advocate Group LLC 0.20% Add +6.5% 4,552 $1.1M
Beese Fulmer Investment Management, Inc. 0.09% Reduce -26.9% 4,552 $1.1M
Kirtland Hills Capital Management, LLC 0.59% Add +10.8% 4,531 $1.1M
Security National Bank of So Dak 0.60% No change 4,527 $1.1M
Greenwood Capital Associates LLC 0.14% Reduce -4.9% 4,521 $1.1M
Everhart Financial Group, Inc. 0.24% Reduce -0.3% 4,514 $1.1M
Legacy Advisors, LLC 0.12% No change 4,490 $1.1M
Patron Partners, LLC 0.59% Add +9.2% 4,499 $1.1M
Quantinno Capital Management LP 0.01% Add +52.9% 4,479 $1.1M
Forefront Analytics, LLC 0.50% Add +0.7% 4,450 $1.1M
Acas, LLC 0.87% Reduce -3.6% 4,448 $1.1M
Fairway Wealth LLC 0.54% Add +5.4% 4,441 $1.1M
Maia Wealth LLC 0.26% Add +35.0% 4,428 $1.1M
Hilltop Holdings Inc. 0.07% Add +86.6% 4,427 $1.0M
Verus Financial Partners, Inc. 0.11% Reduce -6.5% 4,448 $1.0M
FNY Investment Advisers, LLC 0.51% New 4,400 $1.0M
Harbor Investment Advisory, LLC 0.10% Add +3.5% 4,379 $1.0M
Diversified Portfolios, Inc. 0.11% Add +3.6% 4,355 $1.0M
Bank of Marin 0.82% No change 4,300 $1.0M
Quadcap Wealth Management, LLC 0.16% Add +36.0% 4,298 $1.0M
NorthLanding Financial Partners, LLC 1.01% Add +1.1% 4,294 $1.0M
Naples Global Advisors, LLC 0.09% Reduce -0.3% 4,280 $1.0M
Sachetta, LLC 0.40% Add +2.5% 4,279 $1.0M
McGuire Investment Group, LLC 0.14% Add +0.9% 4,276 $1.0M
Riverview Trust Co 0.89% Add +29.4% 4,265 $1.0M
American Money Management, LLC 0.20% Reduce -0.8% 4,263 $1.0M
Csenge Advisory Group 0.05% Add +12.6% 4,225 $1.0M
Biltmore Family Office, LLC 0.17% Reduce -2.3% 4,226 $1.0M
SignalPoint Asset Management, LLC 0.23% Reduce -1.8% 4,222 $1.0M
Addison Capital Co 0.40% Add +70.0% 4,188 $993K
Neuberger Berman Group LLC 0.00% Reduce -0.7% 4,164 $988K
Smith Chas P & Associates Pa Cpas 0.06% Add +5.1% 4,152 $985K
Luminvest Wealth Management LLC 0.41% No change 4,083 $983K
Disciplined Investments, LLC 0.48% Reduce -1.2% 4,140 $982K
Trivium Point Advisory, LLC 0.14% Reduce -2.8% 3,897 $982K
BSW Wealth Partners 0.15% Reduce -3.3% 4,139 $982K
Sound View Wealth Advisors Group, LLC 0.08% Add +5.4% 4,137 $981K
1ST Source Bank 0.06% Add +5.7% 4,114 $976K
Traynor Capital Management, Inc. 0.08% Reduce -0.2% 4,113 $976K
Waterloo Capital, L.P. 0.11% Reduce -12.6% 4,106 $974K
Round Rock Advisors LLC 0.23% No change 4,101 $973K
Droms Strauss Advisors Inc. /Mo/ 0.34% Add +0.3% 4,095 $971K
John W. Brooker & Co., CPAs 0.45% No change 4,093 $971K
Meridian Investment Counsel Inc. 0.29% Add +15.7% 4,092 $971K
Balanced Rock Investment Advisors LLC 0.76% Reduce -0.3% 4,075 $967K
Wells Trecaso Financial Group, LLC 0.32% Add +10.2% 4,063 $964K
Discipline Wealth Solutions, LLC 0.51% Add +25.6% 4,057 $962K
Beaumont Financial Advisors, LLC 0.07% No change 4,035 $957K
Cahill Wealth Management, LLC 0.49% Add +0.1% 4,033 $957K
Lee Danner & Bass Inc. 0.07% Reduce -0.3% 4,030 $956K
SFG Wealth Management, LLC. 0.51% Reduce -2.1% 4,014 $952K
Lodestar Private Asset Management LLC 0.12% Reduce -0.4% 4,011 $951K
UMB Bank, n.a. 0.01% Add +0.1% 4,010 $951K
River Wealth Advisors LLC 0.13% Reduce -1.1% 4,001 $949K
Valley Forge Investment Consultants Inc. Adv 0.33% Add +6.9% 3,967 $941K
Bordeaux Wealth Advisors LLC 0.17% Add +3.9% 3,940 $935K
Boston Financial Mangement LLC 0.03% Reduce -1.1% 3,939 $934K
Exchange Capital Management, Inc. 0.15% Reduce -6.8% 3,927 $932K
FC Advisory LLC 0.31% Add +23.8% 3,896 $924K
Cooper Financial Group 0.12% Add +19.3% 3,889 $922K
Foundations Investment Advisors, LLC 0.02% Reduce -3.9% 3,886 $922K
FreeGulliver LLC 0.55% Reduce -0.3% 3,883 $921K
Kuhn & Co Investment Counsel 0.78% Reduce -2.6% 3,852 $914K
Landmark Wealth Management, LLC 0.40% New 3,830 $909K
Fort Washington Investment Advisors Inc. 0.01% Add +10.4% 3,829 $908K
Midland Wealth Advisors, LLC 0.05% No change 3,828 $908K
Regatta Capital Group, LLC 0.17% No change 3,797 $901K
Waterford Advisors, LLC 0.46% No change 3,797 $901K
Capital City Trust Co. 0.22% Add +14.5% 3,796 $900K
Fairview Capital Investment Management, LLC 0.05% Add +1.9% 3,796 $900K
Conservest Capital Advisors, Inc. 0.09% No change 3,933 $899K
Libra Wealth LLC 0.36% No change 3,787 $898K
National Bank of Canada 0.00% Add +9.7% 3,773 $895K
Nottingham Advisors, Inc. 0.10% Add +49.8% 3,767 $894K
Chevy Chase Trust Holdings, LLC 0.00% Add +173.4% 3,760 $892K
Truepoint, Inc. 0.02% Add +6.3% 3,748 $889K
Carlson Capital Management 0.04% Reduce -1.6% 3,720 $882K
Eagle Bluffs Wealth Management LLC 0.47% Reduce -3.7% 3,663 $871K
Private Trust Co. NA 0.09% Reduce -2.7% 3,672 $871K
Meritage Portfolio Management 0.05% Add +5.7% 3,644 $864K
Lyell Wealth Management, LP 0.08% Add +26.1% 3,642 $864K
Southland Equity Partners LLC 0.21% Add +3.0% 3,639 $863K
Montag & Caldwell, LLC 0.18% Reduce -0.8% 3,638 $863K
Mayflower Financial Advisors, LLC 0.13% Add +8.6% 3,628 $861K
V2 Financial group LLC 0.56% No change 3,626 $860K
JT Stratford LLC 0.15% New 3,621 $859K
Winthrop Capital Management, LLC 0.41% New 3,616 $858K
Fiduciary Alliance LLC 0.11% Add +3.9% 3,611 $856K
Advisor Resource Council 0.39% New 3,605 $855K
Silver Oak Advisory Group, Inc. 0.44% Add +0.0% 3,601 $854K
Planning Directions Inc. 0.51% Reduce -7.2% 3,599 $854K
Lutz Financial Services LLC 0.07% Reduce -0.7% 3,592 $852K
New Century Financial Group, LLC 0.31% Add +44.6% 3,578 $849K
SpiderRock Advisors, LLC 0.02% Add +222.3% 3,571 $847K
Autumn Glory Partners, LLC 0.33% Add +100.0% 3,570 $847K
Mustard Seed Financial, LLC 0.70% Add +3.9% 3,563 $845K
Asset Allocation & Management Company, LLC 0.53% Reduce -21.2% 3,535 $839K
Safeguard Financial, LLC 0.20% Add +0.5% 3,534 $838K
Sanctuary Wealth Management, L.L.C. 0.60% Add +47.2% 3,525 $836K
Werba Rubin Papier Wealth Management 0.20% Add +18.6% 3,524 $836K
Geometric Wealth Advisors 0.15% Reduce -5.6% 3,518 $835K
Elyxium Wealth, LLC 0.46% — 3,510 $833K
Atlas Capital Advisors Inc. 0.13% Add +0.6% 3,488 $828K
High Net Worth Advisory Group LLC 0.23% Add +188.3% 3,486 $827K
Strategic Investment Solutions, Inc. 0.25% Add +20.7% 3,483 $826K
Trust Point Inc. 0.06% No change 3,475 $824K
Optimum Investment Advisors 0.36% No change 3,465 $822K
Rosenblum Silverman Sutton S F Inc. 0.21% No change 3,463 $821K
Ashton Thomas Securities, LLC 0.16% Add +1.1% 3,462 $821K
Secure Asset Management, LLC 0.14% Add +1.1% 3,458 $820K
Aspire Wealth Management Corp 0.44% Reduce -11.7% 3,450 $818K
Rodgers & Associates, LTD 0.10% No change 3,426 $813K
Bangor Savings Bank 0.08% Add +0.3% 3,419 $811K
MorganRosel Wealth Management, LLC 0.27% Reduce -43.0% 3,418 $811K
NorthStar Asset Management LLC 0.54% Reduce -0.5% 3,402 $807K
North Star Investment Management Corp. 0.06% Add +2.4% 3,401 $807K
Marks Group Wealth Management, Inc 0.08% No change 3,396 $806K
Segment Wealth Management, LLC 0.06% Reduce -0.2% 3,394 $805K
Kovack Advisors, Inc. 0.09% Reduce -0.2% 3,385 $803K
XML Financial, LLC 0.07% Reduce -0.5% 3,381 $802K
Cohen Investment Advisors LLC 0.49% Add +7.1% 3,374 $800K
Blue Bell Private Wealth Management, LLC 0.15% Reduce -6.0% 3,373 $800K
LifePlan Investment Advisors, Inc. 0.51% Add +23.3% 3,367 $799K
180 Wealth Advisors, LLC 0.13% Add +153.6% 3,355 $796K
Franklin, Parlapiano, Turner & Welch, LLC 0.20% No change 3,345 $793K
Punch & Associates Investment Management, Inc. 0.04% New 3,340 $792K
Bank of New Hampshire 0.20% Reduce -7.1% 3,331 $790K
Becker Capital Management Inc. 0.03% No change 3,314 $788K
Shayne & Jacobs, LLC 0.20% No change 3,320 $788K
Arista Wealth Management, LLC 0.19% Add +0.6% 3,315 $786K
Charter Oak Capital Management, LLC 0.07% Add +8.8% 3,314 $786K
M3 Advisory Group, LLC 0.58% Add +14.8% 3,305 $784K
Freedom Investment Management, Inc. 0.06% Reduce -0.1% 3,290 $780K
Sound Financial Strategies Group, LLC 0.63% Reduce -1.1% 3,285 $779K
Talon Private Wealth, LLC 0.16% — 3,278 $778K
Wescott Financial Advisory Group, LLC 0.08% Reduce -13.0% 3,258 $773K
WealthShield Partners, LLC 0.10% Add +21.9% 3,250 $772K
ARK & TLK Investments, LLC 0.27% No change 3,247 $770K
REDW Wealth LLC 0.20% Reduce -5.3% 3,218 $763K
Adapt Wealth Advisors, LLC 0.41% Reduce -31.5% 3,205 $760K
Matrix Private Capital Group LLC 0.44% No change 3,193 $760K
Zions Bancorporation, N.A. 0.06% Add +36.0% 3,195 $758K
West Coast Financial LLC 0.08% No change 3,157 $749K
Birchcreek Wealth Management, LLC 0.49% Reduce -4.0% 3,149 $747K
F/m Investments LLC 0.02% Reduce -1.4% 3,142 $745K
Baker Boyer National Bank 0.25% Reduce -15.8% 3,141 $745K
Trevian Wealth Management LLC 0.60% New 3,100 $735K
Guyasuta Investment Advisors Inc. 0.05% Reduce -4.2% 3,097 $735K
Willis Johnson & Associates, Inc. 0.06% Add +27.9% 3,090 $733K
Marathon Strategic Advisors, LLC 0.77% Reduce -2.7% 3,081 $731K
Bath Savings Trust Co 0.07% Add +5.9% 3,072 $729K
Steel Grove Capital Advisors, LLC 0.10% No change 3,073 $729K
Ewa, LLC 0.26% Add +0.3% 2,923 $728K
Northstar Group, Inc. 0.13% Add +0.5% 3,068 $728K
Rathbones Group PLC 0.00% Reduce -11.2% 3,058 $725K
Francis Financial, Inc. 0.19% Add +9.4% 3,057 $725K
Russell Investments Group, Ltd. 0.00% Add +1239.5% 3,054 $724K
NBT Bank, N.A. 0.05% Reduce -4.1% 3,050 $723K
Glassman Wealth Services 0.12% No change 3,046 $723K
MJP Associates Inc. 0.14% Reduce -4.0% 3,038 $721K
Grant/GrossMendelsohn, LLC 0.31% Add +57.7% 3,020 $718K
Keb Asset Management, LLC 0.22% Add +0.3% 3,026 $718K
Walter & Keenan Wealth Management LLC /in/ 0.22% Add +0.2% 3,016 $715K
Pachira Investments Inc. 0.55% Reduce -0.6% 3,012 $715K
Citadel Advisors 0.00% Reduce -88.8% 3,012 $714K
Evernest Financial Advisors, LLC 0.19% Add +19.3% 3,008 $714K
Pettyjohn, Wood & White, Inc. 0.13% Add +0.0% 3,001 $712K
Operose Advisors LLC 0.23% No change 2,994 $710K
Tillman Hartley LLC 0.21% No change 2,994 $710K
Denver PWM, LLC 0.27% Add +0.1% 2,992 $710K
DGS Capital Management, LLC 0.19% Reduce -11.2% 2,965 $703K
Catalyst Financial Partners LLC 0.14% Reduce -5.1% 2,963 $703K
GDS Wealth Management 0.07% Reduce -95.4% 2,954 $701K
Linscomb Wealth, Inc. 0.03% Add +0.0% 2,934 $696K
Aspen Grove Capital, LLC 0.15% Add +1.8% 2,922 $695K
World Equity Group, Inc. 0.25% Add +27.7% 2,930 $695K
SPC Financial, Inc. 0.06% Reduce -8.0% 2,923 $693K
PGIM Custom Harvest LLC 0.01% No change 2,902 $688K
NWF Advisory Services Inc. 0.10% Reduce -35.6% 2,884 $685K
German American Bancorp, Inc. 0.07% Add +13.3% 2,884 $684K
Sapient Capital LLC 0.01% Add +8.4% 2,868 $682K
Fairscale Capital, LLC 0.60% Reduce -0.2% 2,865 $682K
Northeast Financial Consultants Inc 0.03% Add +98.5% 2,873 $682K
Team Hewins, LLC 0.26% Add +1.3% 2,855 $679K
Mission Creek Capital Partners, Inc. 0.16% Add +19.0% 2,861 $679K
MAS Advisors LLC 1.45% Reduce -0.8% 2,857 $678K
Family CFO Inc 0.38% Add +1.1% 2,856 $677K
Good Life Advisors, LLC 0.04% Add +193.2% 2,853 $677K
Olde Wealth Management, LLC 0.24% Reduce -0.8% 2,845 $676K
TPG Financial Advisors, LLC 0.30% Add +7.7% 2,839 $673K
GTS Securities LLC 0.01% Reduce -68.2% 2,837 $673K
Advisory Alpha, LLC 0.02% Reduce -2.8% 2,819 $669K
Chartist Inc. 0.34% Reduce -2.8% 2,818 $668K
Apexium Financial, LP 0.04% Reduce -5.1% 2,804 $666K
Venturi Wealth Management, LLC 0.03% Reduce -1.8% 2,783 $660K
TCTC Holdings, LLC 0.02% Reduce -10.9% 2,784 $660K
Brown Brothers Harriman & Co. 0.00% Reduce -5.9% 2,776 $658K
Atwater Malick LLC 0.21% No change 2,775 $658K
Etesian Wealth Advisors, Inc. 0.30% Reduce -25.1% 2,769 $657K
HUB Investment Partners, LLC 0.03% Add +36.4% 2,753 $653K
Fingerlakes Wealth Management, Inc. 0.54% Reduce -2.9% 2,745 $651K
Cobblestone Capital Advisors LLC 0.04% No change 2,745 $651K
Level Financial Advisors 0.25% Add +49.5% 2,738 $649K
Lifeworks Advisors, LLC 0.13% New 2,736 $649K
HHM Wealth Advisors, LLC 0.09% Reduce -1.2% 2,725 $646K
Avalon Trust Co 0.05% Reduce -1.8% 2,717 $645K
Hutchens & Kramer Investment Management Group, LLC 0.36% Reduce -15.0% 2,737 $643K
Bedel Financial Consulting, Inc. 0.09% Add +5.3% 2,708 $642K
BBR Partners, LLC 0.05% Reduce -0.1% 2,693 $639K
Websterrogers Financial Advisors, LLC 0.22% No change 2,692 $639K
Chapin Davis, Inc. 0.21% Add +2.1% 2,688 $638K
My Personal CFO, LLC 0.35% Add +0.2% 2,677 $635K
MBL Wealth, LLC 0.07% No change 2,675 $635K
Nia Impact Advisors, LLC 0.21% No change 2,660 $631K
Obermeyer Wealth Partners 0.03% Add +20.4% 2,656 $630K
Arkadios Wealth Advisors 0.04% Add +29.4% 2,654 $629K
Moser Wealth Advisors, LLC 0.32% No change 2,614 $620K
Riverpoint Wealth Management Holdings, LLC 0.16% Add +0.4% 2,609 $619K
Cambridge Financial Group, LLC 0.26% Add +4.2% 2,601 $617K
Litman Gregory Wealth Management LLC 0.05% Add +0.8% 2,593 $615K
Clarity Capital Advisors, LLC 0.44% Add +19.6% 2,592 $615K
Keeler & Nadler Financial Planning & Wealth Management 0.30% Reduce -6.8% 2,591 $615K
Nicolet Bankshares Inc. 0.12% Add +13.0% 2,586 $613K
Willow Creek Wealth Management Inc. 0.06% Add +0.9% 2,586 $613K
Centaurus Financial, Inc. 0.04% Reduce -9.1% 2,569 $609K
Transcendent Capital Group LLC 0.31% Reduce -7.8% 2,555 $606K
Armbruster Capital Management, Inc. 0.12% No change 2,541 $603K
Accel Wealth Management 0.22% Reduce -0.9% 2,536 $602K
Birch Hill Investment Advisors LLC 0.03% Add +0.2% 2,525 $599K
Outlook Wealth Advisors, LLC 0.17% Add +1.4% 2,522 $598K
Sigma Investment Counselors Inc. 0.04% No change 2,522 $598K
Florida Financial Advisors, LLC 0.31% Add +35.4% 2,511 $595K
Schechter Investment Advisors, LLC 0.04% Add +18.7% 2,505 $594K
Nikulski Financial, Inc. 0.18% Add +2.5% 2,504 $594K
Cannon Wealth Management Services, LLC 0.54% — 2,503 $594K
Searle & Co. 0.15% No change 2,500 $593K
Schneider Downs Wealth Management Advisors, LP 0.12% Reduce -3.8% 2,485 $589K
FAS Wealth Partners, Inc. 0.05% Add +0.7% 2,482 $589K
Merriman Wealth Management, LLC 0.02% Add +12.2% 2,463 $586K
Old Second National Bank of Aurora 0.14% Add +2.9% 2,455 $582K
Montecito Bank & Trust 0.10% No change 2,443 $580K
Advisory Resource Group 0.12% No change 2,435 $578K
Capital Advisors, Ltd. LLC 0.07% Add +3.7% 2,429 $576K
Texas Capital Bank Wealth Management Services Inc 0.06% Reduce -30.2% 2,428 $576K
Northwest Wealth Management, LLC 0.13% Reduce -7.6% 2,423 $575K
Peregrine Asset Advisers, Inc. 0.20% Add +1.6% 2,423 $575K
Elevation Wealth Partners, LLC 0.25% Add +0.1% 2,420 $574K
Bell Bank 0.07% No change 2,420 $574K
1900 Wealth Management LLC 0.05% Add +1.2% 2,413 $572K
Stockman Wealth Management, Inc. 0.09% Reduce -19.4% 2,408 $571K
Glaxis Capital Management, LLC 2.23% Add +0.4% 2,407 $571K
Grandfield & Dodd, LLC 0.03% No change 2,404 $570K
Thomasville National Bank 0.04% No change 2,400 $569K
AllSquare Wealth Management LLC 0.32% Add +29.2% 2,399 $569K
Keystone Financial Services 0.22% Reduce -3.1% 2,344 $556K
Penobscot Wealth Management 0.30% Reduce -2.9% 2,343 $556K
True North Advisors, LLC 0.15% No change 2,340 $555K
McCollum Christoferson Group LLC 0.16% No change 2,338 $555K
Strategic Financial Services, Inc. 0.03% Reduce -9.7% 2,337 $554K
Coppell Advisory Solutions LLC 0.08% Reduce -8.9% 2,338 $554K
Cannell & Spears LLC 0.01% Reduce -9.6% 2,336 $554K
First Interstate Bank 0.03% Add +3.6% 2,330 $553K
Penobscot Investment Management Company, Inc. 0.05% Add +111.9% 2,322 $551K
Brown, Lisle/Cummings, Inc. 0.17% Add +0.0% 2,304 $546K
Elk River Wealth Management LLC 0.10% No change 2,295 $546K
First County Bank 0.27% No change 2,296 $545K
ProVise Management Group, LLC 0.04% Reduce -4.3% 2,290 $543K
Allen Capital Group, LLC 0.07% Reduce -4.2% 2,289 $543K
Mattern Capital Management, LLC 0.07% No change 2,283 $542K
Empowered Funds, LLC 0.01% No change 2,280 $541K
Summit Wealth & Retirement Planning, Inc. 0.17% Add +27.8% 2,278 $540K
First Trust Direct Indexing L.P. 0.03% Add +16.8% 2,276 $540K
Pecaut & Co. 0.19% Reduce -5.0% 2,269 $538K
Rothschild Investment LLC 0.04% No change 2,268 $538K
Main Street Group, LTD 0.24% Reduce -20.4% 2,265 $537K
Milestone Investment Advisors LLC 0.15% Add +22.9% 2,263 $537K
ERn Financial, LLC 0.08% Reduce -4.4% 2,256 $535K
Principal Financial Group Inc. 0.00% Reduce -68.4% 2,255 $535K
Fortitude Advisory Group L.L.C. 0.34% Reduce -9.4% 2,245 $533K
Plancorp, LLC 0.02% Add +0.1% 2,225 $528K
Duncan Williams Asset Management, LLC 0.29% New 2,224 $528K
Stonebridge Financial Planning Group, LLC 0.25% Reduce -5.3% 2,218 $526K
Aprio Wealth Management, LLC 0.08% Add +18.9% 2,216 $526K
Sugarloaf Wealth Management, LLC 0.09% Add +3.5% 2,210 $524K
Gen-Wealth Partners Inc 0.23% No change 2,192 $524K
Farnam Financial LLC 0.57% — 2,199 $522K
Vanguard Personalized Indexing Management, LLC 0.01% Add +25.7% 2,184 $518K
Advisors Capital Management, LLC 0.01% Add +12.9% 2,182 $518K
Pinnacle Bancorp, Inc. 0.14% Add +2.1% 2,183 $518K
Silvercrest Asset Management Group LLC 0.00% Add +0.9% 2,182 $518K
Inspirion Wealth Advisors, LLC 0.07% Reduce -0.6% 2,179 $517K
Elios Financial Group Inc. 0.24% — 2,178 $517K
Amara Financial, Llc. 0.49% — 2,174 $516K
Armstrong Advisory Group, Inc. 0.04% Add +0.7% 2,169 $515K
J. W. Coons Advisors, LLC 0.09% Add +2.4% 2,140 $508K
Intergy Private Wealth, LLC 0.19% No change 2,135 $506K
Christensen, King & Associates Investment Services, Inc. 0.24% Reduce -1.8% 2,116 $502K
Paragon Capital Management LLC 0.26% Add +19.7% 2,108 $500K
Foster Dykema Cabot & Partners, LLC 0.04% New 2,082 $495K
Avidian Wealth Enterprises, LLC 0.02% Add +13.2% 2,088 $495K
Insight Advisors, LLC/ PA 0.09% Add +0.1% 2,086 $495K
Stratos Investment Management, LLC 0.03% Add +0.2% 2,086 $495K
Olistico Wealth, LLC 0.30% Add +0.1% 2,075 $492K
LPWM LLC 0.16% No change 2,100 $491K
Appleton Partners Inc. 0.04% Reduce -0.3% 2,066 $490K
American Financial & Tax Strategies Inc. 0.25% Reduce -4.5% 2,056 $488K
Stephen J. Garry & Associates, LLC 0.46% Reduce -4.7% 2,036 $483K
Ameraudi Asset Management, Inc. 0.22% Reduce -78.4% 2,033 $482K
Wealth Dimensions Group, Ltd. 0.12% Reduce -0.1% 2,024 $480K
Granite Harbor Advisors, Inc. 0.28% No change 2,022 $480K
Old National Bancorp 0.01% Add +1.3% 2,013 $478K
Quadrant Private Wealth Management, LLC 0.12% Reduce -0.1% 2,007 $477K
Passive Capital Management, LLC. 0.17% No change 2,012 $477K
TrueWealth Advisors, LLC 0.16% Reduce -12.6% 2,009 $476K
Unique Wealth Strategies, LLC 0.21% Reduce -61.9% 2,004 $475K
Diversify Advisory Services, LLC 0.03% Add +14.1% 1,995 $475K
Norris Perne & French LLP 0.03% No change 1,990 $472K
Rede Wealth, LLC 0.18% Add +0.8% 1,988 $472K
Heritage Investment Group, Inc. 0.09% No change 1,985 $471K
Horst & Graben Wealth Management LLC 0.08% Add +0.1% 1,982 $470K
Washburn Capital Management, Inc. 0.34% Reduce -5.3% 1,979 $469K
Trademark Financial Management, LLC 0.37% Reduce -29.6% 1,970 $467K
Ullmann Wealth Partners Group, LLC 0.06% New 1,967 $467K
Convergence Financial, LLC 0.10% Reduce -17.1% 1,959 $465K
Harbour Investment Management LLC 0.21% No change 1,952 $464K
Thompson Davis & Co., Inc. 0.34% Reduce -1.2% 1,957 $464K
Kaizen Financial Strategies 0.27% No change 1,949 $462K
Madison Wealth Partners, Inc 0.14% Add +40.6% 1,944 $461K
Equita Financial Network, Inc. 0.17% Add +0.1% 1,943 $461K
Bogart Wealth, LLC 0.02% Add +0.6% 1,941 $460K
Melone Private Wealth, LLC 0.24% Add +0.3% 1,941 $460K
Essex LLC 0.09% Reduce -5.3% 1,939 $460K
Kavar Capital Partners Group, LLC 0.07% No change 1,939 $460K
Harmony Asset Management LLC 0.17% Add +19.2% 1,937 $459K
Lodestone Wealth Management LLC 0.23% Reduce -0.7% 1,935 $459K
Means Investment Co., Inc. 0.05% Add +0.2% 1,932 $458K
Synergy Financial Group, LTD 0.43% Add +1.3% 1,924 $456K
DecisionPoint Financial, LLC 0.14% Add +0.6% 1,921 $456K
NTV Asset Management LLC 0.06% No change 1,918 $455K
Cassaday & Co Wealth Management LLC 0.01% Reduce -16.0% 1,914 $454K
GEM Asset Management, LLC 0.26% Reduce -0.6% 1,932 $454K
Center For Asset Management LLC 0.27% Add +13.3% 1,906 $452K
Missouri Trust & Investment Co 0.16% Add +2.1% 1,905 $452K
Per Stirling Capital Management, LLC. 0.06% Add +1.5% 1,905 $452K
Human Investing LLC 0.08% Add +5.1% 1,901 $451K
Cypress Capital Group 0.05% No change 1,894 $449K
McCarter Private Wealth Services LLC 0.28% — 1,890 $448K
Sara-Bay Financial 0.16% Reduce -16.4% 1,887 $448K
Douglass Winthrop Advisors, LLC 0.01% No change 1,886 $447K
WealthCare Investment Partners, LLC 0.20% Add +1.3% 1,903 $447K
Unionview, LLC 0.35% Add +0.4% 1,883 $447K
Bar Harbor Wealth Management 0.03% Add +5.5% 1,876 $445K
Adamsbrown Wealth Consultants LLC 0.15% No change 1,875 $445K
United Advisor Group, LLC 0.10% Add +4.9% 1,873 $444K
Spreng Capital Management, Inc. 0.21% Reduce -44.1% 1,867 $443K
TrinityPoint Wealth, LLC 0.06% Add +0.1% 1,863 $442K
Newport Capital Group, LLC 0.32% No change 1,859 $441K
Front Row Advisors LLC 0.16% Reduce -27.5% 1,845 $439K
Vision Capital Management, Inc. 0.06% No change 1,847 $438K
Fort Sheridan Advisors LLC 0.07% Reduce -23.4% 1,841 $437K
Mascoma Wealth Management LLC 0.11% Reduce -19.1% 1,829 $434K
UNIVEST FINANCIAL Corp 0.03% New 1,828 $434K
YHB Investment Advisors, Inc. 0.04% Reduce -36.9% 1,826 $433K
OLIO Financial Planning 0.18% Add +5.9% 2,004 $432K
Chemistry Wealth Management LLC 0.10% Reduce -4.7% 1,820 $432K
Griffin Asset Management, Inc. 0.05% Add +4.8% 1,819 $431K
Platform Technology Partners 0.14% Add +18.8% 1,815 $431K
Shira Ridge Wealth Management 0.22% Add +50.5% 1,813 $430K
Continental Investors Services, Inc. 0.88% Add +0.7% 1,830 $430K
HBK Sorce Advisory LLC 0.01% Reduce -7.6% 1,811 $430K
Relyea Zuckerberg Hanson LLC 0.07% Reduce -0.1% 1,811 $430K
First National Bank of Mount Dora, Trust Investment Services 0.10% No change 1,808 $429K
LifeGuide Financial Advisors, LLC 0.18% No change 1,806 $428K
Noesis Capital Mangement Corp. 0.08% New 1,803 $428K
Vise Technologies, Inc. 0.05% Add +1.3% 1,801 $427K
Legacy Private Trust Co. 0.03% Add +2.0% 1,796 $426K
Spinnaker Trust 0.03% Reduce -1.1% 1,794 $426K
Valley National Advisers Inc. 0.08% Reduce -10.3% 1,793 $425K
Middleton & Co. Inc. 0.05% No change 1,780 $422K
Destination Wealth Management 0.01% Add +60.1% 1,772 $420K
MainStreet Investment Advisors LLC 0.06% No change 1,770 $420K
Seven Mile Advisory 0.28% New 1,768 $419K
Tolleson Wealth Management, Inc. 0.08% No change 1,761 $419K
Journey Strategic Wealth LLC 0.02% Add +15.4% 1,758 $417K
IAG Wealth Partners, LLC 0.08% Reduce -12.5% 1,757 $417K
Verdence Capital Advisors LLC 0.03% Add +22.6% 1,755 $416K
Meridian Financial Partners LLC 0.21% Add +12.2% 1,747 $414K
Interchange Capital Partners, LLC 0.15% Reduce -0.8% 1,745 $414K
Beacon Investment Advisory Services, Inc. 0.02% Add +16.2% 1,733 $411K
Financial & Tax Architects, LLC 0.11% New 1,733 $411K
Pallas Capital Advisors LLC 0.02% Reduce -15.3% 1,729 $411K
Horan Securities, Inc. 0.16% Reduce -5.4% 1,731 $411K
Verition Fund Management LLC 0.00% New 1,728 $410K
HBW Advisory Services LLC 0.06% Reduce -38.5% 1,719 $408K
FF Advisors,LLC 0.27% Add +18.5% 1,695 $408K
TruWealth Advisors, LLC 0.02% Reduce -4.0% 1,713 $406K
Global Financial Private Client, LLC 0.16% No change 1,710 $406K
Alta Wealth Advisors LLC 0.18% Add +17.2% 1,701 $404K
Carret Asset Management, LLC 0.04% No change 1,695 $402K
Arthur M. Cohen & Associates, LLC 0.07% No change 1,705 $400K
Elmwood Wealth Management, Inc. 0.16% Add +7.2% 1,685 $400K
Bouchey Financial Group, Ltd. 0.04% Add +1.6% 1,684 $400K
Madison Park Capital Advisors, LLC 0.30% Reduce -1.4% 1,679 $398K
GHP Investment Advisors, Inc. 0.02% Add +25.5% 1,677 $398K
Advance Capital Management, Inc. 0.02% Reduce -1.1% 1,658 $393K
Weitzel Financial Services, Inc. 0.18% Reduce -0.2% 1,669 $392K
Caldwell Trust Co 0.04% Reduce -11.9% 1,650 $391K
Obsidian Personal Planning Solutions LLC 0.20% Reduce -0.2% 1,660 $391K
Meridian Management Co. 0.10% Add +0.2% 1,648 $391K
Wulff, Hansen & Co. 0.35% No change 1,640 $389K
Barnes Pettey Financial Advisors, LLC 0.31% Add +0.2% 1,636 $388K
Westmount Partners, LLC 0.12% Add +11.2% 1,635 $388K
RVW Wealth, LLC 0.04% Reduce -3.0% 1,633 $387K
Clearstead Trust, LLC 0.09% Add +0.3% 1,631 $387K
Altiora Financial Group, LLC 0.09% No change 1,631 $387K
Pacific Sage Partners, LLC 0.09% Reduce -10.3% 1,629 $386K
Confluence Wealth Services, Inc. 0.03% Reduce -27.6% 1,628 $386K
Bakala Capital LLC 2.56% Add +2.3% 1,623 $385K
Total Clarity Wealth Management, Inc. 0.12% Reduce -1.5% 1,623 $385K
Baker Tilly Wealth Management, LLC 0.17% Reduce -24.9% 1,619 $384K
Tocqueville Asset Management L.P. 0.01% No change 1,618 $384K
Kitching Partners, LLC 0.51% New 1,617 $384K
Plante Moran Financial Advisors, LLC 0.03% No change 1,617 $384K
Camden National Bank 0.05% Reduce -3.6% 1,606 $381K
Coastwise Capital Group, LLC 0.31% No change 1,602 $380K
Axos Invest Inc. 0.26% — 1,591 $377K
WealthTrust Axiom LLC 0.11% No change 1,590 $377K
Eagle Bay Advisors LLC 0.14% No change 1,584 $377K
TruNorth Capital Management, LLC 0.11% Add +2.0% 1,583 $375K
River Street Advisors LLC 0.21% No change 1,580 $375K
Windward Private Wealth Management Inc. 0.14% Add +14.0% 1,576 $374K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +9.6% 1,571 $373K
Donor Advised Charitable Giving, Inc. 0.01% No change 1,571 $373K
Sequent Planning LLC 0.13% Add +25.9% 1,558 $370K
Morling Financial Advisors, LLC 0.14% Add +128.7% 1,555 $369K
Warther Private Wealth, LLC 0.13% No change 1,551 $368K
EagleClaw Capital Managment, LLC 0.06% No change 1,550 $368K
Shepherd Financial Partners LLC 0.04% No change 1,548 $367K
Keener Financial Planning LLC 0.24% Reduce -1.8% 1,551 $367K
Cedar Point Capital Partners, LLC 0.25% Reduce -1.7% 1,539 $365K
Physician Wealth Advisors, Inc. 0.07% New 1,515 $364K
Integrity Wealth Solutions LLC 0.21% Add +4.3% 1,525 $363K
HM Payson & Co. 0.01% No change 1,527 $362K
JGP Wealth Management, LLC 0.05% Add +17.6% 1,527 $362K
Fortis Capital Management LLC 0.07% Reduce -1.4% 1,522 $361K
Forum Private Client Group LLC 0.16% Reduce -5.1% 1,515 $359K
Schmidt P J Investment Management Inc. 0.06% Add +0.9% 1,511 $358K
TAP Consulting, LLC 0.07% Reduce -0.6% 1,510 $358K
DF Dent & Co. Inc. 0.00% No change 1,510 $358K
Hardin Capital Partners, LLC 0.20% Add +0.3% 1,522 $358K
Jim Saulnier & Associates, LLC 0.35% — 1,507 $357K
Beacon Capital Management, LLC 0.05% Add +20.9% 1,504 $357K
Maple Capital Management, Inc. 0.03% Reduce -45.0% 1,503 $357K
Selective Wealth Management, Inc. 0.15% Reduce -21.4% 1,502 $353K
Busey Bank 0.01% Add +24.4% 1,483 $352K
Clarius Group, LLC 0.02% Add +37.2% 1,482 $352K
Capital Investment Advisory Services, LLC 0.03% Add +25.3% 1,477 $350K
Essential Planning, LLC. 0.14% No change 1,476 $350K
LJI Wealth Management, LLC 0.07% Reduce -19.1% 1,469 $349K
Arvest Bank Trust Division 0.02% — 1,466 $348K
Capital Advisors Wealth Management, LLC 0.06% Add +23.4% 1,462 $347K
L. Roy Papp & Associates, LLP 0.04% No change 1,455 $345K
NorthRock Partners, LLC 0.01% Add +9.0% 1,440 $343K
Oak Harvest Investment Services 0.05% Add +2.0% 1,444 $343K
Strategic Equity Management 0.16% Add +46.2% 1,443 $342K
Callan Family Office, LLC 0.06% Add +20.1% 1,437 $341K
ZWJ Investment Counsel Inc. 0.01% Add +9.9% 1,436 $341K
Fisher Asset Management 0.00% Reduce -71.7% 1,434 $340K
CVA Family Office, LLC 0.06% Reduce -22.8% 1,433 $340K
Retirement Guys Formula LLC 0.16% Reduce -17.0% 1,432 $340K
Key Financial Inc 0.07% Reduce -6.8% 1,431 $339K
Pennsylvania Capital Management Inc. 0.12% Add +0.1% 1,431 $339K
Trek Financial, LLC 0.03% New 1,427 $338K
Modern Wealth Management, LLC 0.02% Add +35.3% 1,425 $338K
Lincoln Capital LLC 0.07% Add +6.5% 1,424 $338K
Personal Cfo Solutions, LLC 0.05% Add +8.1% 1,424 $338K
First Community Trust NA 0.27% Add +33.9% 1,418 $336K
Nova R Wealth, Inc. 0.17% Reduce -2.8% 1,415 $336K
ZynergyRetirementPlanningLLC 0.24% Reduce -1.1% 1,412 $335K
Balentine LLC 0.01% Add +314.7% 1,410 $334K
CFS Investment Advisory Services, LLC 0.03% Reduce -0.8% 1,400 $332K
Archer Investment Corp 0.09% Reduce -3.5% 1,396 $331K
Alliance Wealth Advisors, LLC 0.19% Add +0.1% 1,396 $331K
Flower City Capital 0.19% Reduce -0.4% 1,391 $331K
Boston Mountain Money Management Inc. 0.19% Add +10.6% 1,390 $330K
Tiller Private Wealth, Inc. 0.14% No change 1,385 $329K
Warren Street Wealth Advisors, LLC 0.14% No change 1,384 $328K
Novak & Powell Financial Services, Inc. 0.19% Reduce -88.7% 1,383 $328K
Avantax Planning Partners, Inc. 0.01% Reduce -12.4% 1,383 $328K
Detalus Advisors, LLC 0.11% Add +3.5% 1,377 $327K
Clifford Group, LLC 0.25% No change 1,374 $326K
Kiely Wealth Advisory Group, Inc. 0.21% New 1,280 $325K
Kwmg, LLC 0.03% Reduce -1.2% 1,366 $324K
Transform Wealth, LLC 0.02% Reduce -1.2% 1,353 $322K
Sheets Smith Wealth Management 0.04% Reduce -1.6% 1,355 $321K
Patrick M Sweeney & Associates, Inc. 0.24% Add +7.4% 1,352 $321K
Clark Estates Inc. 0.06% No change 1,350 $320K
Absolute Capital Management, LLC 0.19% Add +17.4% 1,345 $320K
Curi Capital, LLC 0.01% Reduce -7.6% 1,343 $319K
Total Wealth Planning, LLC 0.05% No change 1,341 $318K
Kelly Financial Services LLC 0.12% Add +0.6% 1,341 $318K
Certuity, LLC 0.03% Reduce -48.3% 1,339 $318K
London Co. of Virginia 0.00% Add +7.3% 1,327 $315K
Drake & Associates, LLC 0.10% Add +41.0% 1,320 $313K
Facet Wealth, Inc. 0.01% Add +27.9% 1,325 $313K
Tempus Wealth Planning, LLC 0.11% Add +0.2% 1,318 $313K
Hancock Whitney Corp. 0.01% No change 1,314 $312K
FinTrust Capital Advisors, LLC 0.05% Add +7.0% 1,312 $311K
Resources Management Corp. /CT/ 0.04% Reduce -0.4% 1,311 $311K
Covenant Asset Management, LLC 0.07% Add +35.9% 1,309 $311K
Resonant Capital Advisors, LLC 0.02% Reduce -2.0% 1,302 $310K
Osborne Partners Capital Management, LLC 0.02% No change 1,303 $309K
Invst, LLC 0.04% Reduce -2.0% 1,303 $309K
LexAurum Advisors, LLC 0.07% Reduce -20.9% 1,302 $309K
Planning Capital Management Corp 0.20% Add +0.1% 1,300 $308K
Angeles Wealth Management, LLC 0.03% No change 1,298 $308K
Wills Financial Group, Inc. 0.13% No change 1,296 $307K
Trexquant Investment LP 0.00% Reduce -26.3% 1,296 $307K
Opal Wealth Advisors, LLC 0.10% Add +2.3% 1,291 $306K
Indiana Trust & Investment Management Co 0.10% Reduce -0.1% 1,290 $306K
Farmers Trust Co. 0.06% Reduce -4.8% 1,284 $305K
Monograph Wealth Advisors, LLC 0.04% Add +3.4% 1,278 $304K
Estate Counselors, LLC 0.03% No change 1,280 $304K
Smith Thornton Advisors LLC 0.20% No change 1,276 $303K
WMG Financial Advisors, LLC 0.14% Reduce -1.7% 1,273 $302K
Austin Private Wealth, LLC 0.03% Reduce -1.4% 1,272 $302K
Herold Advisors, Inc. 0.07% Reduce -10.9% 1,270 $301K
Valley Financial Group, Inc. 0.21% Add +0.7% 1,268 $301K
Vestia Personal Wealth Advisors 0.28% Add +1.7% 1,268 $301K
WNY Asset Management, LLC 0.04% New 1,266 $300K
Clare Market Investments LLC 0.08% New 1,265 $300K
Oakworth Capital, Inc. 0.02% No change 1,263 $300K
ORG Partners LLC 0.05% Add +574.9% 1,262 $299K
Pitcairn Co. 0.02% No change 1,257 $298K
Cornerstone Advisory, LLC 0.04% Add +4.2% 1,250 $297K
CGC Financial Services, LLC 0.12% No change 1,247 $296K
Legacy Financial Advisors, Inc. 0.05% Reduce -3.2% 1,243 $295K
SJS Investment Consulting Inc. 0.05% No change 1,239 $294K
Arete Wealth Advisors, LLC 0.03% Reduce -12.2% 1,233 $292K
SilverOak Wealth Management LLC 0.07% No change 1,227 $291K
Aspect Partners, LLC 0.16% No change 1,226 $291K
L.M. Kohn & Company 0.07% Add +18.5% 1,224 $290K
Raffa Wealth Management, LLC 0.07% Add +0.4% 1,220 $289K
Fiduciary Financial Group, LLC 0.07% Reduce -36.4% 1,229 $289K
Live Oak Private Wealth LLC 0.05% Reduce -1.1% 1,216 $288K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,205 $286K
MBA Advisors LLC 0.14% Reduce -3.2% 1,204 $286K
Millington Financial Advisors, LLC 0.18% Add +0.2% 1,203 $285K
Richard P Slaughter Associates Inc 0.07% No change 1,202 $285K
Evoke Wealth, LLC 0.01% New 1,198 $285K
EnRich Financial Partners LLC 0.09% Add +19.1% 1,191 $283K
Shakespeare Wealth Management, LLC 0.07% No change 1,190 $282K
Thrive Capital Management, LLC 0.13% Add +12.1% 1,189 $282K
Moody National Bank Trust Division 0.03% No change 1,186 $281K
TPG Advisors LLC 0.22% Add +11.3% 1,185 $281K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.11% No change 1,183 $280K
Hill Investment Group Partners, LLC 0.04% No change 1,293 $280K
Bluesphere Advisors LLC 0.14% Add +10.4% 1,177 $279K
Smith Salley Wealth Management 0.02% New 1,177 $279K
Matrix Asset Advisors Inc. 0.03% Add +8.3% 1,168 $277K
Aull & Monroe Investment Management Corp 0.13% No change 1,168 $277K
Sensible Money, LLC 0.12% Add +9.9% 1,166 $277K
KWB Wealth 0.04% Reduce -4.7% 1,267 $276K
Grey Ledge Advisors, LLC 0.07% Reduce -13.2% 1,164 $276K
Heck Capital Advisors, LLC 0.03% Add +0.3% 1,157 $275K
Northwest Capital Management Inc 0.10% No change 1,157 $274K
Traction Financial Partners, LLC 0.22% Reduce -3.4% 1,156 $274K
Sit Investment Associates Inc. 0.01% No change 1,154 $274K
DHJJ Financial Advisors, Ltd. 0.11% Reduce -1.1% 1,155 $274K
Brown Miller Wealth Management, LLC 0.11% No change 1,154 $274K
Canvas Wealth Advisors, LLC 0.08% Add +10.4% 1,149 $273K
Glen Eagle Advisors, LLC 0.05% Add +3.4% 1,152 $273K
Advantage Trust Co 0.19% Add +50.4% 1,152 $273K
Shared Vision Wealth Group LLC 0.14% No change 1,141 $271K
Retirement Solution LLC 0.07% Add +1.5% 1,139 $270K
Pegasus Partners Ltd. 0.03% Add +0.7% 1,137 $270K
Cape Investment Advisory, Inc. 0.11% Add +94.8% 1,134 $269K
Beck Mack & Oliver LLC 0.01% No change 1,130 $268K
Stonegate Investment Group, LLC 0.01% Add +4.1% 1,124 $267K
Courage Miller Partners, LLC 0.09% Reduce -1.0% 1,122 $266K
Davis Investment Partners, LLC 0.11% Add +0.2% 1,130 $265K
Hazlett, Burt & Watson, Inc. 0.12% Add +76.2% 1,119 $265K
Qube Research & Technologies Ltd 0.00% Reduce -64.5% 1,116 $265K
Sentinel Pension Advisors, LLC 0.05% Add +3.4% 1,114 $264K
Silvia McColl Wealth Management, LLC 0.20% No change 1,110 $263K
R. W. Roge & Company, Inc. 0.14% No change 1,109 $263K
Buttonwood Financial Advisors Inc. 0.11% Reduce -29.2% 1,107 $263K
Campbell Wealth Management 0.02% New 1,103 $262K
Pictet North America Advisors SA 0.03% No change 1,104 $262K
Howe & Rusling Inc. 0.02% Add +13.1% 1,104 $262K
Oarsman Capital, Inc. 0.05% Add +16.5% 1,103 $262K
Apriem Advisors 0.03% New 1,103 $262K
Austin Wealth Management, LLC 0.06% No change 1,117 $261K
Aureus Asset Management, LLC 0.02% Reduce -26.1% 1,100 $261K
TBH Global Asset Management, LLC 0.06% New 1,100 $261K
Elevate Wealth Advisory, Inc. 0.19% No change 1,095 $261K
Valued Retirements, Inc. 0.36% No change 1,096 $260K
Blueprint Investment Partners LLC 0.05% Reduce -4.3% 1,095 $260K
New Insight Wealth Advisors 0.14% New 1,086 $258K
BKM Wealth Management, LLC 0.10% No change 1,086 $258K
Tsfg, LLC 0.06% Add +9.8% 1,084 $257K
Partnership Wealth Management, LLC 0.18% Reduce -26.6% 1,082 $257K
Marco Investment Management LLC 0.02% No change 1,080 $256K
Sentry LLC 0.05% No change 1,080 $256K
Legacy PCG, LLC 0.18% Reduce -75.8% 1,078 $256K
Impact Partnership Wealth, LLC 0.06% Add +9.9% 1,075 $255K
Founders Financial Securities LLC 0.02% Reduce -51.8% 1,069 $254K
Wintrust Investments LLC 0.19% Reduce -90.5% 1,070 $253K
Stonebrook Private Inc. 0.07% Add +0.3% 1,066 $253K
Values Added Financial LLC 0.16% Reduce -20.8% 1,065 $253K
Lake Street Private Wealth, LLC 0.04% Add +0.2% 1,062 $252K
Covestor Ltd 0.16% Add +9.1% 1,057 $251K
Halbert Hargrove Global Advisors, LLC 0.01% New 1,052 $249K
Northstar Advisory Group, LLC 0.13% Add +0.4% 1,043 $247K
Moloney Securities Asset Management, LLC 0.03% New 1,040 $247K
O'Brien Wealth Partners LLC 0.05% New 1,040 $247K
Tobias Financial Advisors, Inc. 0.05% New 1,039 $246K
Walker Financial Services, Inc. 0.17% Reduce -1.4% 1,035 $246K
CFO4Life Group, LLC 0.04% New 1,035 $246K
Twin Capital Management Inc. 0.03% Add +10.9% 1,026 $243K
Aletheian Wealth Advisors LLC 0.14% Reduce -8.2% 1,021 $242K
McCarthy Asset Management, Inc. 0.15% Add +0.2% 1,018 $241K
Balboa Wealth Partners 0.06% Reduce -24.1% 1,016 $241K
VERITY Wealth Advisors 0.17% No change 1,015 $241K
Forum Financial Management, LP 0.00% Reduce -17.5% 1,014 $241K
Gilbert & Cook, Inc. 0.03% No change 1,012 $240K
CAP Partners, LLC 0.18% Reduce -0.2% 1,008 $239K
Security National Bank of Sioux City Iowa 0.15% Reduce -0.5% 1,008 $239K
Van Hulzen Asset Management, LLC 0.02% No change 1,003 $238K
Shulman DeMeo Asset Management LLC 0.06% No change 1,000 $237K
Insigneo Advisory Services, LLC 0.02% No change 1,000 $237K
Matisse Capital 0.11% Add +7.9% 996 $236K
First Trust Investment Solutions L.P. 0.03% No change 988 $234K
Barclays PLC 0.00% No change 988 $234K
Community Bank, N.A. 0.03% Reduce -3.6% 988 $234K
RHS Financial, LLC 0.12% New 979 $232K
Pasadena Private Wealth, LLC 0.05% New 979 $232K
Amplius Wealth Advisors, LLC 0.03% Add +0.2% 978 $232K
Twin City Private Wealth, LLC 0.20% Add +15.6% 972 $231K
Roman Butler Fullerton & Co. 0.07% No change 961 $231K
Lunt Capital Management, Inc. 0.11% New 972 $231K
Financial Life Advisors 0.09% Reduce -0.7% 970 $230K
Alhambra Investment Management LLC 0.12% Reduce -93.7% 963 $228K
EPIQ Capital Group, LLC 0.07% Add +0.4% 959 $228K
Retirement Income Solutions, Inc. 0.05% No change 961 $228K
Jaffetilchin Investment Partners, LLC 0.02% Add +0.5% 960 $228K
Raleigh Capital Management Inc. 0.09% Reduce -11.8% 960 $228K
Capital Square, LLC 0.14% New 958 $227K
First Western Trust Bank 0.01% Reduce -13.2% 958 $227K
Bensler, LLC 0.03% Reduce -10.2% 957 $227K
Dravo Bay LLC 0.12% Reduce -25.8% 955 $227K
Breakwater Investment Management 0.09% Reduce -6.4% 951 $226K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.06% Add +1.1% 946 $225K
Fairhaven Wealth Management, LLC 0.07% Add +2.4% 943 $224K
Prosperity Consulting Group, LLC 0.02% Add +0.9% 940 $223K
Signify Wealth 0.27% Reduce -13.6% 938 $223K
Stokes Family Office, LLC 0.02% New 937 $222K
AF Advisors, Inc. 0.03% Add +0.1% 936 $222K
Pekin Hardy Strauss, Inc. 0.03% New 932 $221K
Waterfront Wealth Inc. 0.05% New 927 $221K
Holderness Investments Co. 0.05% No change 931 $221K
LifePro Asset Management 0.13% New 926 $220K
Caldwell Sutter Capital, Inc. 0.10% Add +0.9% 925 $219K
Central Bank & Trust Co. 0.03% No change 925 $219K
Accurate Wealth Management, LLC 0.04% New 914 $219K
JTC Employer Solutions Trustee Ltd 0.01% No change 925 $219K
Calton & Associates, Inc. 0.08% New 921 $219K
Simplicity Wealth,LLC 0.02% Reduce -98.3% 920 $218K
Pine Harbor Wealth Management, LLC 0.11% Reduce -0.4% 917 $218K
North Ridge Wealth Advisors, Inc. 0.15% New 915 $217K
Dohj, LLC 0.05% Reduce -75.0% 924 $217K
Correct Capital Wealth Management 0.05% New 913 $217K
Benchmark Financial Wealth Advisors, LLC 0.07% New 912 $216K
Kraft, Davis & Associates, LLC 0.06% Reduce -1.0% 913 $216K
First Foundation Advisors 0.01% New 909 $216K
Nilsine Partners, LLC 0.03% New 908 $215K
Retirement Capital Strategies 0.08% New 907 $215K
Mason Investment Advisory Services, Inc. 0.01% Reduce -3.3% 904 $214K
Regimen Wealth, LLC 0.07% New 902 $214K
RCS Financial Planning, LLC 0.12% New 892 $212K
LVW Advisors, LLC 0.03% Reduce -22.5% 894 $212K
Lion Street Advisors, LLC 0.07% Reduce -5.1% 892 $212K
Colonial River Investments, LLC 0.10% New 892 $212K
Richard W. Paul & Associates, LLC 0.08% Reduce -2.5% 890 $211K
Optivise Advisory Services LLC 0.11% New 888 $211K
Fernwood Investment Management, LLC 0.07% Reduce -24.4% 888 $211K
Beacon Wealthcare LLC 0.08% New 887 $210K
Buffington Mohr McNeal 0.03% New 885 $210K
Foster Group, Inc. 0.01% New 884 $210K
Blake Schutter Theil Wealth Advisors, LLC 0.15% — 884 $210K
Sheaff Brock Investment Advisors, LLC 0.02% New 883 $210K
Burt Wealth Advisors 0.05% New 881 $209K
Everstar Asset Management, LLC 0.14% — 880 $209K
Mogy Joel R Investment Counsel Inc. 0.01% No change 875 $208K
Evergreen Advisors, LLC 0.06% New 873 $207K
Sterling Group Wealth Management, LLC 0.11% Reduce -19.5% 873 $207K
Camelot Technology Advisors, Inc. 0.18% New 869 $206K
Private Management Group Inc. 0.01% New 863 $205K
Redhawk Wealth Advisors, Inc. 0.03% New 863 $205K
Fragasso Financial Advisors Inc 0.02% New 858 $204K
Welch Group, LLC 0.01% New 857 $203K
Red Mountain Financial, LLC 0.22% New 855 $203K
Cornell Pochily Investment Advisors, Inc. 0.07% New 855 $203K
Paragon Private Wealth Management, LLC 0.10% Reduce -61.9% 851 $202K
Enterprise Bank & Trust Co 0.07% New 850 $202K
Spirepoint Private Client, LLC 0.03% New 850 $202K
Melfa Wealth Management, Inc. 0.13% New 850 $202K
Goodman Financial Corp 0.04% New 850 $202K
Blue Edge Capital, LLC 0.03% New 848 $201K
Ellsworth Advisors, LLC 0.05% New 848 $201K
Frisch Financial Group, Inc. 0.06% New 846 $201K
National Wealth Management Group, LLC 0.14% New 847 $201K
Alpha Financial Advisors, LLC 0.09% New 845 $200K
Harbour Capital Advisors, LLC 0.05% New 847 $200K
Vestor Capital, LLC 0.02% Add +37.8% 838 $199K
Register Financial Advisors LLC 0.10% Add +6.4% 830 $197K
LRI Investments, LLC 0.02% No change 790 $197K
MCF Advisors LLC 0.01% No change 816 $194K
Teachers Insurance & Annuity Association of America 0.29% — 811 $192K
Silicon Valley Capital Partners 0.02% Add +0.4% 796 $189K
Heritage Wealth Advisors 0.01% Reduce -0.3% 788 $187K
Northwest Bank & Trust Co 0.14% Add +3.4% 771 $183K
Perkins Coie Trust Co 0.04% No change 769 $182K
Householder Group Estate & Retirement Specialist, LLC 0.05% Reduce -6.5% 743 $176K
Northwest Financial Advisors 0.13% New 704 $167K
First Pacific Financial 0.04% Add +644.7% 700 $166K
Nomura Asset Management Co. Ltd. 0.00% New 700 $166K
Earned Wealth Advisors, LLC 0.05% New 693 $164K
Pathway Financial Advisers, LLC 0.07% Reduce -7.4% 659 $156K
Eastern Bank 0.00% New 631 $150K
Accent Capital Management, LLC 0.08% No change 600 $143K
Centerpoint Advisors, LLC 0.05% No change 600 $142K
Coston, McIsaac & Partners 0.04% No change 591 $140K
Burkett Financial Services, LLC 0.06% Add +1.0% 587 $139K
Adirondack Trust Co. 0.05% Add +1045.1% 584 $139K
Red Lighthouse Investment Management, LLC 0.05% No change 571 $135K
Sound Income Strategies, LLC 0.01% Add +428.0% 565 $134K
Pacific Center for Financial Services 0.03% No change 558 $132K
Johnson Financial Group, Inc. 0.01% Reduce -12.6% 553 $132K
WealthCollab, LLC 0.09% No change 546 $130K
Element Wealth, LLC 0.07% No change 540 $128K
Hobbs Group Advisors, LLC 0.04% Reduce -3.3% 524 $124K
Woodard & Co. Asset Management Group Inc. 0.03% No change 500 $119K
Versant Capital Management, Inc 0.03% No change 497 $118K
Family Asset Management, LLC 0.07% No change 492 $117K
Private Wealth Management Group, LLC 0.04% No change 480 $114K
Planned Solutions, Inc. 0.05% New 478 $113K
Townsend Asset Management Corp. /NC/ 0.04% No change 467 $111K
Armor Investment Advisors, LLC 0.04% No change 456 $108K
Founders Capital Management 0.06% No change 446 $106K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 445 $106K
Broadwater Capital Management LLC 0.08% No change 445 $106K
Vermillion & White Wealth Management Group, LLC 0.08% Reduce -1.3% 444 $105K
Sunbelt Securities, Inc. 0.01% Add +0.2% 441 $105K
Global Trust Asset Management, LLC 0.04% Reduce -2.7% 438 $104K
Ulland Investment Advisors, LLC 0.08% Add +2.4% 435 $103K
SIMA Wealth Partners, LLC 0.09% Reduce -0.7% 426 $101K
GPS Wealth Strategies Group, LLC 0.01% Reduce -15.0% 425 $101K
Gables Capital Management Inc. 0.05% No change 424 $101K
Robinswood Financial LLC 0.04% Add +9.3% 422 $100K
Mark Sheptoff Financial Planning, LLC 0.05% No change 420 $100K
West Oak Capital, LLC 0.05% No change 418 $99K
GAMMA Investing LLC 0.01% Add +277.1% 411 $97K
Clear Point Advisors Inc. 0.07% Add +0.3% 406 $96K
Centennial Bank 0.04% Reduce -20.6% 405 $96K
Nemes Rush Group LLC 0.01% Add +39.1% 409 $93K
SWAN Capital LLC 0.05% No change 394 $93K
Mb, Levis & Associates, LLC 0.04% Add +0.5% 380 $90K
Smartleaf Asset Management LLC 0.01% No change 375 $89K
Gilliland Jeter Wealth Management LLC 0.03% No change 371 $88K
Atticus Wealth Management, LLC 0.03% Reduce -2.4% 368 $87K
Albion Financial Group 0.01% No change 360 $85K
GS Investments, Inc. 0.04% No change 357 $85K
Paladin Advisory Group, LLC 0.06% No change 355 $84K
New Potomac Partners, LLC 0.04% New 350 $83K
PSI Advisors, LLC 0.02% Add +5.7% 332 $79K
Bfsg, LLC 0.01% Add +22.7% 330 $78K
Granite FO LLC 0.04% New 328 $78K
Kings Path Partners LLC 0.03% No change 323 $77K
American Capital Advisory, LLC 0.04% Add +5116.7% 313 $74K
Birchbrook, Inc. 0.04% Reduce -16.7% 300 $71K
City Holding Co. 0.01% No change 294 $70K
Trust Co 0.01% Add +6.5% 293 $70K
Truvestments Capital LLC 0.02% New 288 $68K
FSA Wealth Management LLC 0.03% — 288 $68K
Financial Connections Group, Inc. 0.03% Reduce -15.6% 271 $64K
Toth Financial Advisory Corp. 0.01% Reduce -22.7% 269 $64K
Pflug Koory, LLC 0.00% — 260 $62K
Pacifica Partners Inc. 0.03% Reduce -18.7% 257 $61K
Reston Wealth Management LLC 0.02% New 253 $60K
Hexagon Capital Partners LLC 0.01% Reduce -4.2% 250 $59K
Sawyer & Company, Inc 0.02% Add +0.4% 246 $58K
EPG Wealth Management LLC 0.01% Add +0.0% 242 $57K
SRH Advisors, LLC 0.02% No change 240 $57K
HighMark Wealth Management LLC 0.03% Add +0.4% 238 $57K
ESL Trust Services, LLC 0.01% No change 231 $55K
Criterion Capital Advisors, LLC 0.03% No change 250 $55K
Main Management LLC 0.00% No change 229 $54K
TD Waterhouse Canada Inc. 0.00% Reduce -26.8% 224 $53K
Acima Private Wealth, LLC 0.02% No change 217 $51K
Jackson, Grant Investment Advisers, Inc. 0.02% Add +1.0% 211 $50K
Tucker Asset Management LLC 0.01% Add +33.3% 208 $49K
First Personal Financial Services 0.01% No change 205 $49K
Voisard Asset Management Group, Inc. 0.02% New 199 $47K
Winch Advisory Services, LLC 0.01% Add +30.3% 198 $47K
Chesapeake Asset Management LLC 0.04% Add +61.7% 194 $46K
Tower View Wealth Management LLC 0.03% Add +0.5% 193 $46K
Realta Investment Advisors 0.02% Reduce -90.8% 182 $44K
Byrne Asset Management LLC 0.03% Add +1.1% 181 $43K
SYM FINANCIAL Corp 0.01% Reduce -9.6% 180 $43K
Your Advocates Ltd., LLP 0.02% No change 178 $42K
Financial Gravity Companies, Inc. 0.01% — 177 $42K
Atlantic Edge Private Wealth Management, LLC 0.01% Add +41.9% 176 $42K
Global Wealth Strategies & Associates 0.01% No change 174 $41K
Goodman Advisory Group, LLC 0.01% No change 173 $41K
Syntax Research, Inc. 0.03% Add +31.0% 169 $40K
Headlands Technologies LLC 0.00% Add +224.0% 162 $38K
Financial Perspectives, Inc 0.01% Add +29.8% 161 $38K
Union Savings Bank 0.02% No change 158 $37K
Pin Oak Investment Advisors Inc. 0.03% New 160 $37K
Loomis Sayles & Co. L P 0.00% Add +305.3% 154 $37K
Canton Hathaway, LLC 0.01% No change 150 $36K
Family Manage LLC 0.01% No change 150 $36K
Alaska Wealth Advisors, LLC 0.01% No change 148 $35K
Syntrinsic LLC 0.01% No change 144 $34K
Hanson & Doremus Investment Management 0.01% No change 145 $34K
Kozak & Associates, Inc. 0.01% New 140 $34K
Bellevue Asset Management, LLC 0.02% No change 142 $34K
Addison Advisors LLC 0.01% No change 133 $32K
Motco 0.00% No change 125 $30K
Robinson Capital Management, LLC 0.01% No change 125 $29K
Signature Resources Capital Management, LLC 0.03% Reduce -17.4% 119 $28K
Concord Wealth Partners 0.00% Reduce -7.8% 119 $28K
Belvedere Trading LLC 0.00% Reduce -55.8% 118 $28K
Ascentis Wealth Management, LLC 0.01% — 116 $28K
AlphaMark Advisors, LLC 0.01% Reduce -16.1% 115 $27K
Avion Wealth 0.01% No change 116 $27K
Colonial Trust Advisors 0.00% No change 111 $26K
Laurel Wealth Advisors LLC 0.00% No change 110 $26K
Financial Management Professionals, Inc. 0.00% Reduce -43.8% 108 $26K
Sittner & Nelson, LLC 0.01% No change 107 $25K
Ironwood Wealth Management, LLC. 0.01% No change 105 $25K
Strengthening Families & Communities, LLC 0.01% Reduce -65.1% 105 $25K
Morris Financial Concepts, Inc. 0.01% New 103 $24K
St. Johns Investment Management Company, LLC 0.01% New 100 $24K
Compass Wealth Management LLC 0.01% No change 100 $24K
Washington Growth Strategies LLC 0.88% — 5,472 $23K
4Thought Financial Group Inc. 0.01% Reduce -94.3% 97 $23K
Arlington Trust Co LLC 0.00% No change 90 $21K
Hilltop National Bank 0.01% Reduce -61.1% 86 $20K
Northwest Investment Counselors, LLC 0.00% New 84 $20K
Peachtree Investment Partners, LLC 0.01% Add +2.4% 84 $20K
Pineridge Advisors LLC 0.01% No change 81 $19K
Urban Financial Advisory Corp 0.01% New 80 $19K
Tidemark, LLC 0.01% No change 74 $18K
Flaharty Asset Management, LLC 0.00% New 74 $18K
Investors Research Corp 0.00% Reduce -34.8% 73 $17K
Ballast Advisors LLC 0.01% Reduce -25.0% 72 $17K
West Paces Advisors Inc. 0.00% No change 72 $17K
Cyrus J. Lawrence, LLC 0.00% No change 72 $17K
Jamison Private Wealth Management, Inc. 0.00% No change 69 $16K
Tradewinds Capital Management, LLC 0.00% No change 65 $15K
PFG Private Wealth Management, LLC 0.01% No change 64 $15K
Friedenthal Financial 0.01% No change 63 $15K
Pension & Wealth Management Advisors, Inc. 0.01% No change 61 $15K
WFA of San Diego, LLC 0.01% No change 60 $14K
Financial Network Wealth Advisors LLC 0.01% No change 55 $13K
Atlantic Private Wealth, LLC 0.01% No change 53 $13K
New Millennium Group LLC 0.01% Reduce -31.6% 52 $12K
MGB Wealth Management, LLC 0.00% No change 50 $12K
Red Tortoise LLC 0.01% No change 48 $11K
Ruedi Wealth Management, Inc. 0.00% Add +2.3% 45 $11K
PFS Partners, LLC 0.01% No change 43 $10K
Riggs Asset Managment Co. Inc. 0.00% No change 40 $9K
Ascentis Independent Advisors 0.00% New 40 $9K
Capital Investment Counsel, Inc 0.00% No change 40 $9K
Davis Capital Management 0.01% New 39 $9K
Jackson Hole Capital Partners, LLC 0.00% No change 39 $9K
Fairman Group, LLC 0.01% Add +6.3% 34 $8K
MTM Investment Management, LLC 0.00% No change 32 $8K
Integrity Financial Corp 0.00% New 31 $7K
Zeit Capital LLC 0.01% No change 30 $7K
VitalStone Financial, LLC 0.00% No change 30 $7K
Thompson Investment Management, Inc. 0.00% New 30 $7K
Rice Partnership, LLC 0.00% No change 27 $6K
West Branch Capital LLC 0.00% Add +160.0% 26 $6K
Game Plan Financial Advisors, LLC 0.00% No change 23 $6K
Arvest Investments, Inc. 0.00% No change 22 $5K
Van Eck Associates Corp. 0.00% New 22 $5K
Providence Capital Advisors, LLC 0.00% Reduce -28.6% 20 $5K
Legacy Investment Solutions, LLC 0.00% — 16 $4K
Legacy Wealth Managment, LLC 0.00% — 16 $4K
Fuller & Thaler Asset Management, Inc. 0.00% Reduce -86.9% 17 $4K
Redmont Wealth Advisors LLC 0.01% Reduce -78.1% 14 $3K
Van Den Berg Management I, Inc. 0.00% No change 13 $3K
Blume Capital Management, Inc. 0.00% New 13 $3K
Spectrum Wealth Counsel, LLC 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
Rosenberg Matthew Hamilton 0.00% No change 10 $2K
WR Wealth Planners, LLC 0.00% No change 9 $2K
Absher Wealth Management, LLC 0.00% No change 8 $2K
Horizon Investments, LLC 0.00% No change 7 $2K
Grand Wealth Management, LLC 0.00% No change 6 $1K
Morse Asset Management, Inc 0.00% New 5 $1K
Cedar Mountain Advisors, LLC 0.00% No change 5 $1K
Fourpath Capital Management, LLC 0.00% New 5 $1K
Rakuten Securities, Inc. 0.00% No change 3 $712
Nordwand Advisors, LLC 0.00% No change 3 $712
Eukles Asset Management 0.00% New 2 $474
Safe Harbor Fiduciary, LLC 0.00% — 1 $237
Running Point Capital Advisors, LLC 0.00% No change 1 $237

"% 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.