Vanguard Most SM-Cap ETF-UsdVBETF

13F holders, Q4 2024 (December 31)
2,187holders +210
108new positions
70sold out
5famous investors
$239.46avg. 13F price*

At the end of Q4 2024, 2,187 institutions reported holding Vanguard Most SM-Cap ETF-Usd (VB) in their 13F filings, up 210 from Q3 2024. 108 opened new positions and 70 sold out. The largest holders were Bank of America Corp. ($6.0B), Morgan Stanley ($1.8B) and Jones Financial Companies LLLP ($1.8B). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions108$370.1M
Exits70$100.3M

All 13F filers, Q3 2024 → Q4 2024: 8,693,905 shares bought and 2,731,649 shares sold, net +5,962,256 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,187 holders

Bank of America Corp. 0.55% Reduce -1.1% 24,818,340 $6.0B
Morgan Stanley 0.13% Add +2.7% 7,540,448 $1.8B
Jones Financial Companies LLLP 1.67% Add +1.6% 7,332,914 $1.8B
Wells Fargo & Company 0.33% Add +10.6% 5,672,249 $1.4B
Envestnet Asset Management Inc. 0.41% Add +1.0% 5,260,755 $1.3B
UBS Group AG 0.22% Add +0.8% 4,060,426 $975.6M
LPL Financial LLC 0.37% Add +4.9% 3,789,323 $910.5M
Royal Bank of Canada 0.15% Add +83.6% 2,954,198 $709.8M
Mercer Global Advisors Inc. 1.39% Reduce -1.1% 2,371,556 $569.8M
Raymond James Financial Inc. 0.20% — 2,203,938 $529.6M
Ameriprise Financial Inc. 0.13% Add +4.1% 2,127,626 $511.5M
Captrust Financial Advisors 1.46% Add +9.2% 2,121,899 $509.8M
PNC Financial Services Group, Inc. 0.31% Add +1.6% 1,901,304 $456.8M
Creative Planning 0.44% Add +0.8% 1,894,751 $455.3M
Goldman Sachs Group Inc. 0.09% Reduce -0.8% 1,875,898 $450.7M
Northwestern Mutual Wealth Management Co. 0.38% Add +3.6% 1,864,908 $448.1M
Charles Schwab Investment Management Inc. 0.08% Reduce -2.1% 1,748,472 $420.1M
Bank of New York Mellon Corp 0.08% Reduce -5.2% 1,703,336 $409.3M
Wealthfront Advisers LLC 1.12% Add +6.8% 1,588,699 $381.7M
Mariner, LLC 0.57% Add +6.6% 1,411,338 $339.1M
CIBC Private Wealth Group LLC 0.61% Reduce -5.2% 1,384,485 $335.0M
Commonwealth Equity Services, LLC 0.40% Add +5.7% 1,124,300 $270.1M
Stifel Financial Corp. 0.27% Add +1.5% 1,064,372 $255.7M
Mission Wealth Management, LP 5.99% Add +3.3% 1,046,712 $251.5M
JPMorgan Chase & Co. 0.02% Add +18.2% 1,003,865 $241.2M
Tiaa Trust, National Association 0.70% Reduce -0.1% 953,343 $229.1M
Wellington Management Group LLP 0.04% Add +30.7% 920,153 $221.1M
Glenmede Trust Co. NA 1.06% Reduce -8.4% 866,002 $208.1M
Signaturefd, LLC 3.70% Reduce -3.0% 812,378 $195.2M
FMR LLC 0.01% Add +0.1% 799,411 $192.1M
Osaic Holdings, Inc. 0.43% Add +13.8% 810,870 $189.4M
HighTower Advisors, LLC 0.26% Add +4.5% 774,602 $186.1M
Baird Financial Group, Inc. 0.34% Add +1.3% 734,886 $176.6M
1832 Asset Management L.P. 0.32% Add +5.6% 734,132 $176.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 4.86% Add +4.0% 702,124 $168.7M
Bank of Montreal 0.08% Add +3.3% 663,867 $159.5M
Badgley Phelps Wealth Managers, LLC 2.96% Reduce -0.3% 528,262 $126.9M
Cetera Investment Advisers 0.26% Add +7.1% 527,240 $126.7M
State Street Corp. 0.00% Reduce -1.8% 517,471 $124.3M
Vanguard Group Inc. 0.00% Add +2.3% 511,934 $123.0M
Natixis Advisors, LLC 0.23% Reduce -2.6% 509,402 $122.4M
Davis R M Inc. 2.38% Add +3.1% 506,659 $121.7M
Moneta Group Investment Advisors LLC 1.70% Add +1.1% 505,282 $121.4M
Clearstead Advisors, LLC 1.83% Add +2.6% 500,636 $120.3M
Nicholas Hoffman & Company, LLC. 4.61% Add +9.8% 479,340 $115.2M
Truist Financial Corp. 0.18% Reduce -5.6% 464,914 $111.7M
Cullen/Frost Bankers, Inc. 1.47% Add +7.1% 448,354 $107.7M
Pinnacle Associates Ltd. 1.44% Add +14.2% 440,947 $106.0M
MML Investors Services, LLC 0.35% Add +8.8% 426,348 $102.4M
Wit, LLC 3.27% Add +95035.9% 883,813 $102.1M
Cerity Partners LLC 0.22% Add +11.2% 418,630 $100.6M
Pathstone Holdings, LLC 0.42% Reduce -0.1% 397,192 $95.5M
Fusion Family Wealth, LLC 8.67% Add +4.2% 393,543 $94.6M
Efficient Advisors, LLC 6.06% Reduce -6.2% 391,802 $94.1M
Corient Private Wealth LP 0.16% Reduce -4.5% 390,843 $93.9M
Trustmark Bank Trust Department 6.85% Add +6.7% 383,944 $92.3M
Peapack Gladstone Financial Corp. 1.32% Reduce -0.0% 377,905 $90.8M
Cambridge Investment Research Advisors, Inc. 0.30% Add +18.1% 377,332 $90.7M
Baker Avenue Asset Management, LP 2.77% Add +0.2% 376,195 $90.4M
Wealthspire Advisors, LLC 0.90% Add +0.4% 375,457 $90.2M
Heartwood Wealth Advisors LLC 9.66% Add +1.0% 357,040 $85.8M
Private Advisor Group, LLC 0.47% Reduce -1.0% 349,121 $83.9M
Fifth Third Bancorp 0.30% Reduce -5.4% 345,185 $82.9M
Karpus Management, Inc. 2.32% Add +0.1% 326,493 $78.4M
Equitable Holdings, Inc. 0.74% Add +5.3% 323,299 $77.7M
Invictus Private Wealth, LLC 5.86% Add +2.5% 320,851 $77.1M
Millburn Ridgefield LLC 1.90% Reduce -0.5% 315,283 $75.8M
Catalyst Capital Advisors LLC 1.61% Reduce -0.5% 315,283 $75.8M
Citigroup Inc. 0.07% Add +0.1% 313,738 $75.4M
Avantax Advisory Services, Inc. 0.47% Add +8.6% 312,886 $75.2M
Teacher Retirement System of Texas 0.26% New 299,349 $71.9M
Comerica Bank 0.29% Add +2.0% 297,412 $71.5M
Centered Wealth LLC dba Miller Equity Capital Advisors 26.91% Reduce -0.4% 293,558 $70.5M
US Bancorp \de 0.09% Reduce -2.0% 285,527 $68.6M
Provida Pension Fund Administrator 1.39% Reduce -0.5% 283,926 $68.2M
Assetmark, Inc. 0.18% Reduce -2.2% 282,075 $67.8M
M&T Bank Corp 0.23% Reduce -0.7% 281,072 $67.5M
Chandler Asset Management, Inc. 12.91% Reduce -1.3% 281,065 $67.5M
Vista Capital Partners, Inc. 7.64% Reduce -1.3% 273,394 $65.7M
Lincoln National Corp. 2.10% New 271,979 $65.4M
Smithfield Trust Co 3.07% Reduce -2.5% 257,179 $61.7M
Janus Henderson Group PLC 0.03% Reduce -30.0% 250,094 $60.1M
Pittenger & Anderson Inc. 2.18% Add +1.0% 250,010 $60.1M
American Trust 4.35% Reduce -6.8% 237,612 $57.1M
Park Avenue Securities LLC 0.58% Add +12.7% 234,305 $56.3M
Pandi, LLC 8.35% — 232,630 $55.9M
Ellenbecker Investment Group 9.87% Reduce -11.0% 229,571 $55.2M
Janney Montgomery Scott LLC 0.15% Add +2.6% 229,175 $55.1M
Composition Wealth, LLC 1.11% Reduce -5.5% 228,667 $54.9M
Thrivent Financial for Lutherans 0.11% Add +0.5% 217,059 $54.8M
Kestra Advisory Services, LLC 0.30% Reduce -32.0% 227,519 $54.7M
Employees Retirement System of Texas 0.55% No change 226,425 $54.4M
Wealth Enhancement Advisory Services, LLC 0.10% Add +11.4% 220,939 $53.1M
MAI Capital Management 0.38% Add +70.1% 212,569 $51.1M
First Command Advisory Services, Inc. 0.46% Add +1.8% 203,403 $48.9M
Bessemer Group Inc. 0.08% Reduce -6.5% 198,260 $47.6M
Citizens Financial Group Inc. 0.92% Reduce -3.6% 196,177 $47.1M
Rockefeller Capital Management L.P. 0.12% Add +13.1% 186,454 $44.8M
Marcum Wealth, LLC 3.84% Reduce -2.1% 184,209 $44.3M
Ellevest, Inc. 2.52% Reduce -0.9% 181,938 $43.7M
Joel Isaacson & Co., LLC 1.97% Add +15.6% 181,655 $43.6M
CX Institutional 1.72% Add +41.8% 179,880 $43.2M
NewEdge Advisors, LLC 0.25% Add +7.6% 176,553 $42.4M
CENTRAL TRUST Co 1.03% Reduce -1.0% 174,446 $41.9M
TCV Trust & Wealth Management, Inc. 3.87% Reduce -0.5% 174,374 $41.9M
Envestnet Portfolio Solutions, Inc. 0.14% Add +0.0% 173,437 $41.7M
Choreo, LLC 0.60% Add +11.0% 263,739 $41.5M
Sofi Wealth, LLC 2.84% Add +4.7% 172,474 $41.4M
Garde Capital, Inc. 2.72% Reduce -2.1% 171,820 $41.3M
Parallel Advisors, LLC 0.91% Add +0.2% 167,595 $40.3M
MilWealth Group LLC 10.84% Reduce -1.4% 165,245 $39.7M
Davidson Investment Advisors 1.91% Add +0.1% 163,699 $39.3M
Focus Partners Wealth 0.10% Add +29.3% 160,058 $38.5M
Mountain Capital Investment Advisors Inc. 7.90% Add +58.0% 153,629 $38.2M
Acorn Financial Advisory Services Inc. 6.07% Add +0.2% 153,210 $36.8M
Investments & Financial Planning, LLC 22.52% Reduce -0.7% 152,058 $36.5M
Center for Financial Planning, Inc. 4.87% Add +2.3% 151,932 $36.5M
Heritage Investors Management Corp. 1.16% Reduce -0.9% 149,013 $35.8M
Ballast, Inc. 10.21% Add +6.2% 148,677 $35.7M
Aufman Associates Inc 23.84% Reduce -0.8% 146,997 $35.3M
Betterment LLC 0.08% Reduce -2.6% 145,300 $34.9M
BNP Paribas Financial Markets 0.03% Add +4.4% 144,424 $34.7M
Wealthquest Corp 2.82% Add +1.0% 144,309 $34.7M
Chatham Capital Group, Inc. 5.67% Add +1.9% 143,432 $34.5M
Chicago Partners Investment Group LLC 1.14% Add +4.1% 141,711 $34.3M
MPS Loria Financial Planners, LLC 10.11% Reduce -0.4% 142,115 $34.1M
Alliancebernstein L.P. 0.01% Reduce -4.4% 138,428 $33.3M
Pinnacle Wealth Management Advisory Group, LLC 3.09% Add +6.3% 137,392 $33.0M
NewEdge Wealth, LLC 0.57% Reduce -2.2% 137,322 $33.0M
Legacy Financial Group LLC 5.34% Reduce -4.1% 137,268 $33.0M
Scott Capital Advisors, LLC 9.33% Reduce -0.9% 135,335 $32.4M
Brass Tax Wealth Management, Inc. 6.72% Add +0.1% 132,908 $31.9M
Atria Wealth Solutions, Inc. 0.35% Reduce -10.0% 132,339 $31.8M
Whelan Financial 12.43% Reduce -1.2% 131,607 $31.6M
SP Asset Management LLC 2.64% Add +0.1% 131,121 $31.5M
Montag A & Associates Inc. 1.47% Add +28.3% 128,179 $30.8M
Country Trust Bank 0.76% Reduce -4.2% 126,965 $30.5M
Sanctuary Advisors, LLC 0.19% Add +0.8% 120,856 $30.5M
Regions Financial Corp. 0.22% Reduce -6.6% 126,016 $30.3M
CBIZ Investment Advisory Services, LLC 1.51% Add +0.9% 125,937 $30.3M
Northern Trust Corp. 0.00% Add +8.0% 125,881 $30.2M
Forvis Mazars Wealth Advisors, LLC 0.70% Reduce -13.2% 125,696 $30.2M
Avior Wealth Management, LLC 1.09% Add +1.6% 124,281 $29.8M
AMG National Trust Bank 0.81% Add +2.6% 121,942 $29.3M
BlackRock, Inc. 0.00% Reduce -43.5% 121,242 $29.1M
Randolph Co Inc 3.25% Add +0.4% 120,985 $29.1M
Alpha Cubed Investments, LLC 1.32% Add +32.8% 119,949 $28.8M
Cable Hill Partners, LLC 2.89% Add +2.7% 119,396 $28.7M
Manufacturers Life Insurance Company, The 0.02% Reduce -7.6% 116,145 $27.9M
Leavell Investment Management, Inc. 1.36% Add +0.5% 115,665 $27.8M
Bluestem Financial Advisors, LLC 12.85% Reduce -0.0% 113,659 $27.3M
MBE Wealth Management, LLC 15.37% Reduce -2.9% 113,576 $27.3M
United Capital Financial Advisors, LLC 0.23% Reduce -0.3% 113,037 $27.2M
DT Investment Partners, LLC 2.25% Reduce -2.0% 110,786 $26.6M
Wolff Financial Management LLC 7.37% Add +0.1% 110,481 $26.5M
Bank of Hawaii 1.47% Reduce -7.5% 110,282 $26.5M
Johnson Financial Group, LLC 3.04% Reduce -4.0% 108,009 $26.0M
AA Financial Advisors, LLC 6.89% Add +10.3% 107,472 $25.8M
Moller Wealth Partners 6.75% Reduce -5.8% 106,791 $25.7M
BLB&B Advisors, LLC 1.30% Reduce -5.4% 106,451 $25.6M
Crewe Advisors LLC 3.52% No change 106,356 $25.6M
Christopher J. Hasenberg, Inc 10.27% New 106,033 $25.5M
Brown Advisory Inc. 0.03% Add +2.5% 105,850 $25.4M
Integrated Wealth Concepts LLC 0.30% Reduce -14.4% 105,732 $25.4M
Elm Partners Management LLC 1.73% Reduce -13.0% 105,221 $25.3M
Arax Advisory Partners 1.59% Add +3.8% 105,172 $25.3M
Modera Wealth Management, LLC 0.30% Add +37.1% 104,996 $25.2M
CreativeOne Wealth, LLC 0.76% Add +2.4% 102,723 $24.7M
Northeast Investment Management 1.09% Add +16.5% 102,679 $24.7M
Woodmont Investment Counsel LLC 1.79% Reduce -0.3% 100,625 $24.2M
Gratus Wealth Advisors, LLC 3.83% Add +0.7% 99,481 $23.9M
Advocacy Wealth Management, LLC 1.81% New 99,113 $23.8M
Stephens Inc. 0.33% Add +3.6% 98,834 $23.7M
Compound Planning, Inc. 1.19% Add +13.3% 98,014 $23.6M
Patriot Investment Management Group, Inc. 1.76% Reduce -1.1% 97,669 $23.5M
Riverview Capital Advisers, LLC 7.03% Add +0.6% 96,944 $23.3M
Clark Asset Management, LLC 4.33% Add +17.5% 96,532 $23.2M
Financial Engines Advisors L.L.C. 0.05% Add +24.4% 96,398 $23.2M
Pure Financial Advisors, LLC 0.52% Add +5.9% 95,228 $22.9M
EP Wealth Advisors, LLC 0.19% Reduce -4.5% 94,486 $22.7M
3Chopt Investment Partners, LLC 7.79% Add +3.5% 94,386 $22.7M
Orion Porfolio Solutions, LLC 0.22% Add +8.3% 93,885 $22.6M
Orion Portfolio Solutions, LLC 0.22% Add +8.3% 93,885 $22.6M
WBH Advisory Inc. 2.09% Add +0.3% 93,663 $22.5M
Savant Capital, LLC 0.18% Reduce -0.9% 93,502 $22.5M
Axxcess Wealth Management, LLC 0.55% Add +6.1% 92,350 $22.2M
Capital Asset Advisory Services LLC 1.07% Add +5.7% 89,061 $21.7M
D.A. Davidson & Co. 0.18% Reduce -4.7% 89,872 $21.6M
Brookstone Capital Management 0.31% Add +2.0% 89,593 $21.5M
Penserra Capital Management LLC 0.38% Reduce -16.0% 86,851 $20.9M
Petredis Investment Advisors LLC 2.15% Add +88.7% 86,763 $20.8M
Brown Financial Advisory 14.36% Add +4.1% 83,936 $20.2M
Marietta Wealth Management, LLC 2.87% Add +0.5% 83,219 $20.0M
Roof Eidam Maycock Peralta, LLC 5.13% Reduce -0.1% 82,764 $19.9M
Kohmann Bosshard Financial Services, LLC 2.39% Reduce -2.0% 82,747 $19.9M
Marshall Financial Group Inc. 6.06% Reduce -1.3% 82,540 $19.8M
Burrus Financial Services, Inc. 10.17% Reduce -1.3% 82,377 $19.8M
Merit Financial Group, LLC 0.36% Add +8.6% 82,222 $19.8M
Financial Synergies Wealth Advisors, Inc. 2.45% Reduce -0.9% 82,119 $19.7M
Nelson Capital Management, LLC 3.25% Reduce -3.5% 81,604 $19.6M
Whitegate Investment Counselors, Inc. 6.71% Reduce -29.7% 81,508 $19.6M
Hurlow Wealth Management Group, Inc. 6.06% Reduce -0.6% 80,772 $19.4M
Agf Management Ltd. 0.10% Add +8.2% 80,126 $19.3M
Cyndeo Wealth Partners, LLC 1.29% Add +13.1% 79,207 $19.0M
Independent Advisor Alliance 0.25% New 77,804 $18.7M
St Germain D J Co. Inc. 0.85% Reduce -0.8% 77,637 $18.7M
Bradley Foster & Sargent Inc. 0.31% Add +2.9% 77,358 $18.6M
Berkshire Asset Management LLC 0.88% Reduce -15.1% 73,602 $18.5M
MBM Wealth Consultants, LLC 5.50% Add +1.5% 77,019 $18.5M
Fiducient Advisors LLC 2.25% Reduce -11.2% 75,993 $18.3M
BCK Partners, Inc. 11.09% Reduce -25.6% 75,325 $18.1M
Alps Advisors Inc. 0.11% New 75,055 $18.0M
Cadence Bank 1.22% Add +7.5% 74,855 $18.0M
Associated Banc-Corp 0.54% Add +10.8% 74,336 $17.9M
Apollon Wealth Management, LLC 0.41% Add +573.6% 73,933 $17.8M
Oak Hill Wealth Advisors, LLC 4.23% — 73,867 $17.7M
Wooster Corthell Wealth Management, Inc. 3.85% Reduce -0.2% 73,648 $17.7M
Wedmont Private Capital 0.93% Add +21.2% 74,242 $17.7M
Koshinski Asset Management, Inc. 1.50% Add +5.0% 72,841 $17.5M
Koesten, Hirschmann & Crabtree, INC. 10.03% Add +14.5% 72,761 $17.5M
Steward Partners Investment Advisory, LLC 0.15% Add +7.8% 72,380 $17.4M
Salem Investment Counselors Inc. 0.57% Add +0.7% 72,254 $17.4M
DeDora Capital, Inc. 4.75% Add +0.9% 72,153 $17.3M
Daymark Wealth Partners, LLC 0.73% Add +2.9% 72,143 $17.3M
Coldstream Capital Management Inc. 0.37% Reduce -3.8% 71,788 $17.2M
Crane Advisory, LLC 3.02% Add +2.7% 70,807 $17.2M
Gemmer Asset Management LLC 1.68% Reduce -2.2% 71,176 $17.1M
Hill Island Financial LLC 4.96% Reduce -47.8% 70,721 $17.0M
Compton Wealth Advisory Group, LLC 4.38% Reduce -0.3% 70,688 $17.0M
Summit Financial, LLC 0.59% Add +2.6% 70,297 $16.9M
SAM Advisors, LLC 6.03% Add +0.4% 69,392 $16.7M
StoneX Group Inc. 0.91% Add +398.9% 68,547 $16.5M
Glenview Trust Co 0.31% Reduce -0.8% 68,195 $16.4M
Great Valley Advisor Group, Inc. 0.36% Reduce -2.6% 67,382 $16.2M
Strategic Investment Advisors / MI 1.72% Add +3.8% 67,320 $16.2M
Private Capital Management LLC 3.22% Reduce -4.8% 67,121 $16.1M
Annex Advisory Services, LLC 0.49% Reduce -3.2% 67,047 $16.1M
Golden Road Advisors LLC 12.15% Add +5.1% 66,827 $16.1M
Monterey Private Wealth, Inc. 5.28% Add +6.0% 66,594 $16.0M
Focus Partners Advisor Solutions, LLC 0.27% Reduce -3.3% 66,228 $15.9M
Beacon Pointe Advisors, LLC 0.18% Reduce -5.9% 66,221 $15.9M
Ameritas Advisory Services, LLC 0.55% Reduce -4.2% 65,792 $15.8M
Full Sail Capital, LLC 1.00% Reduce -1.4% 65,388 $15.7M
HB Wealth Management, LLC 0.16% Reduce -3.9% 64,942 $15.6M
Tectonic Advisors LLC 1.02% Add +3.4% 64,783 $15.6M
Bristlecone Advisors, LLC 1.21% Reduce -0.1% 64,627 $15.5M
Twele Capital Management, Inc. 3.29% Reduce -0.3% 64,609 $15.5M
Whittier Trust Co. of Nevada Inc. 0.37% No change 63,355 $15.2M
Summit Global Investments 0.95% Add +62.8% 63,058 $15.2M
Sage Rhino Capital LLC 3.28% Reduce -3.1% 62,594 $15.0M
Lido Advisors, LLC 0.09% Add +3.9% 61,438 $14.8M
AJ Advisors, LLC 7.61% Add +0.2% 61,032 $14.7M
Iron Horse Wealth Management, LLC 4.84% Add +3.0% 60,040 $14.4M
First Manhattan Co. Llc. 0.04% Add +17.7% 59,953 $14.4M
Blair William & Co. 0.04% Add +3.3% 59,452 $14.3M
Acropolis Investment Management, LLC 0.84% Reduce -1.8% 59,012 $14.2M
Wealth Architects, LLC 1.60% Reduce -1.3% 58,896 $14.2M
Cresset Asset Management, LLC 0.07% Reduce -11.9% 58,603 $14.1M
CRA Financial Services, LLC 2.41% Add +0.9% 58,359 $14.0M
Financiere des Professionnels - Fonds d'investissement inc. 0.98% Add +30.2% 58,200 $14.0M
Charles Schwab Trust Co 1.20% Reduce -4.0% 57,928 $13.9M
Aspiriant, LLC 0.50% Add +20.4% 57,498 $13.8M
EverSource Wealth Advisors, LLC 0.78% Add +0.4% 57,463 $13.8M
McAdam, LLC 0.75% Add +24.9% 57,082 $13.7M
Townsquare Capital LLC 0.15% Add +47.6% 56,156 $13.5M
Dechtman Wealth Management, LLC 2.60% Add +20.3% 56,008 $13.5M
Noble Family Wealth, LLC 3.70% Add +6.2% 55,966 $13.4M
Oppenheimer & Co. Inc. 0.20% Add +3.7% 55,724 $13.4M
Capital Advisors Inc. 0.27% Reduce -2.1% 55,721 $13.4M
Apella Capital, LLC 0.51% Add +8.3% 55,573 $13.4M
Burling Wealth Partners, LLC 2.72% — 55,533 $13.3M
GeoWealth Management, LLC 0.43% Add +5.7% 55,239 $13.3M
BOK Financial Private Wealth, Inc. 0.96% Reduce -14.1% 55,175 $13.3M
Staley Capital Advisers Inc. 0.59% Reduce -1.1% 55,093 $13.2M
McIlrath & Eck, LLC 1.68% Add +2.2% 54,964 $13.2M
Permanent Capital Management, LP 4.06% — 54,527 $13.1M
Roberts Wealth Advisors, LLC 3.98% Add +5.4% 53,281 $13.1M
Atria Investments, Inc 0.16% Reduce -15.4% 54,454 $13.1M
Rainey & Randall Wealth Advisors Inc. 2.56% Add +762.6% 53,645 $12.9M
SPC Financial, Inc. 1.12% Add +1734.3% 53,616 $12.9M
VSM Wealth Advisory, LLC 4.58% — 53,452 $12.8M
Plum Street Advisors, LLC 6.33% Add +1.3% 53,384 $12.8M
Frisco Financial Planning LLC 12.63% — 53,185 $12.8M
Whittier Trust Co. 0.17% Reduce -9.0% 53,156 $12.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.35% Reduce -1.0% 53,053 $12.7M
Atmos Advisory, LLC 8.85% Add +0.8% 53,033 $12.7M
Bleakley Financial Group, LLC 0.38% Add +0.2% 52,103 $12.5M
Asset Management Group, Inc. 2.21% Reduce -0.5% 51,817 $12.5M
B. Riley Wealth Advisors, Inc. 0.41% Reduce -9.8% 51,640 $12.4M
GoalFusion Wealth Management, LLC 6.76% Add +0.7% 51,611 $12.4M
Arrow Financial Corp 1.16% Reduce -5.5% 51,047 $12.3M
Canandaigua National Bank & Trust Co. 1.20% Reduce -2.1% 50,686 $12.2M
Trust Co of the South 2.48% Add +19.8% 50,670 $12.2M
O'shaughnessy Asset Management, LLC 0.10% Add +6.5% 50,542 $12.1M
St. Louis Trust Co 1.72% Reduce -0.4% 49,921 $12.0M
Kestra Private Wealth Services, LLC 0.20% Add +15.0% 49,849 $12.0M
David Kennon Inc 4.71% Add +0.2% 49,733 $11.9M
25 LLC 5.06% Add +2.0% 49,719 $11.9M
Abound Wealth Management 3.82% Add +0.9% 49,519 $11.9M
Arbor Wealth Advisors LLC 10.58% Add +6.4% 49,418 $11.9M
Von Berge Wealth Management Group, LLC 7.16% Add +1.0% 46,949 $11.8M
OneAscent Financial Services LLC 1.00% New 49,091 $11.8M
White Wing Wealth Management 8.74% Add +0.9% 48,913 $11.8M
Agate Pass Investment Management, LLC 5.31% Add +3.0% 48,873 $11.7M
OneDigital Investment Advisors LLC 0.13% Add +2.0% 48,219 $11.6M
Venture Visionary Partners LLC 0.49% Add +0.7% 47,965 $11.5M
JFG Wealth Management, LLC 2.63% Add +6.2% 47,747 $11.5M
Aries Wealth Management 3.15% Add +0.8% 47,674 $11.5M
Rossmore Private Capital 1.42% Add +0.3% 47,614 $11.5M
NorthCoast Asset Management LLC 0.06% Add +0.2% 47,552 $11.4M
First National Corp. /Ma/ 2.58% Add +1.8% 47,374 $11.4M
QRG Capital Management, Inc. 0.12% Add +21.1% 47,302 $11.4M
Curran Financial Partners, LLC 2.98% Add +22.7% 47,256 $11.4M
&partners 0.14% Add +46.7% 46,537 $11.3M
Drucker Wealth 3.0, LLC 2.61% Add +50.3% 47,112 $11.3M
Johnson Investment Counsel Inc. 0.11% Add +4.4% 46,988 $11.3M
Bartlett & Co. Wealth Management LLC 0.16% Reduce -1.3% 46,815 $11.2M
Allworth Financial LP 0.06% Add +21.3% 44,598 $11.2M
Clarity Wealth Advisors, LLC 3.05% Add +4.7% 46,630 $11.2M
Flagship Harbor Advisors, LLC 0.59% Reduce -5.1% 46,540 $11.2M
O'Connor Financial Group LLC 5.84% Add +1.7% 46,532 $11.2M
CSM Advisors, LLC 0.52% Add +28.7% 46,514 $11.2M
High Note Wealth, LLC 2.91% Add +1.0% 46,499 $11.2M
PrairieView Partners, LLC 1.17% Reduce -61.1% 46,471 $11.2M
Proquility Private Wealth Partners, LLC 3.59% Add +3.0% 46,453 $11.2M
CoreCap Advisors, LLC 0.51% Add +5.0% 46,400 $11.1M
Principal Securities, Inc. 0.25% Add +7.4% 46,384 $11.1M
Benjamin Edwards Inc. 0.16% Reduce -3.8% 46,280 $11.1M
U.S. Capital Wealth Advisors, LLC 0.35% Reduce -4.8% 46,095 $11.1M
Sage Mountain Advisors LLC 0.81% Reduce -0.6% 45,932 $11.0M
Spectrum Financial Alliance Ltd LLC 3.83% Add +2.5% 45,884 $11.0M
Red Wave Investments LLC 3.86% Reduce -2.6% 45,870 $11.0M
PDS Planning, Inc 0.98% Reduce -1.5% 45,869 $11.0M
Focused Wealth Management, Inc 1.48% Add +3.7% 45,725 $11.0M
Concurrent Investment Advisors, LLC 0.29% Add +25.0% 45,301 $10.9M
Caprock Group, LLC 0.36% Add +0.5% 45,219 $10.9M
Kathmere Capital Management, LLC 0.97% Add +1.1% 45,025 $10.8M
Cary Street Partners Financial LLC 0.35% — 45,020 $10.8M
Capital Planning LLC 2.83% Add +0.5% 44,935 $10.8M
OVERSEA-CHINESE BANKING Corp Ltd 0.31% New 44,685 $10.7M
Chilton Capital Management LLC 0.45% Reduce -3.5% 44,608 $10.7M
Orgel Wealth Management, LLC 0.28% Add +0.4% 44,380 $10.7M
POM Investment Strategies, LLC 8.01% New 44,262 $10.6M
Bear Mountain Capital, Inc. 4.14% Reduce -1.1% 42,162 $10.6M
Silver Coast Investments LLC 4.02% New 44,224 $10.6M
Peddock Capital Advisors, LLC 2.53% Add +4.9% 43,998 $10.6M
Copperwynd Financial, LLC 2.91% New 43,862 $10.5M
Gray Wealth Management Inc. 4.00% Add +5.2% 43,854 $10.5M
Perigon Wealth Management, LLC 0.26% Add +7.7% 42,521 $10.5M
Fee-Only Financial Planning, L.C. 6.79% Reduce -0.3% 43,766 $10.5M
Manning & Napier Advisors LLC 0.12% Reduce -0.5% 43,728 $10.5M
VestGen Investment Management 2.84% Reduce -3.2% 43,374 $10.4M
Vawter Financial, Ltd. 6.22% Add +1.6% 43,115 $10.4M
Nicolet Advisory Services, LLC 0.95% Add +5.0% 43,388 $10.3M
Ashton Thomas Private Wealth, LLC 0.40% Add +5.8% 42,979 $10.3M
Frontier Asset Management, LLC 3.39% Add +5.1% 42,785 $10.3M
JDM Financial Group LLC 5.34% Add +0.6% 42,766 $10.3M
Fifth Third Wealth Advisors LLC 0.56% Add +0.9% 42,651 $10.2M
Parkside Advisors LLC 2.38% Add +0.1% 41,982 $10.1M
Cherry Tree Wealth Management, LLC 2.48% Reduce -0.2% 41,641 $10.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.81% Add +15.8% 41,595 $10.0M
Mason & Associates, LLC 2.98% Add +5.5% 41,464 $10.0M
Capital Group Private Client Services, Inc. 0.09% Add +6.5% 41,431 $10.0M
Spire Wealth Management 0.31% Add +4.1% 41,077 $9.9M
Evolution Wealth Advisors, LLC 1.65% Reduce -3.4% 41,063 $9.9M
NORTHSTAR ASSET MANAGEMENT Co 2.26% Add +0.2% 40,984 $9.8M
Integral Investment Advisors, Inc. 3.18% Add +21.1% 40,926 $9.8M
TD Capital Management LLC 1.00% Reduce -2.6% 40,919 $9.8M
Circle Wealth Management, LLC 0.21% No change 40,671 $9.8M
Compass Ion Advisors, LLC 1.16% Reduce -2.5% 40,607 $9.8M
TD Private Client Wealth LLC 0.27% Add +7.2% 40,388 $9.7M
Stratos Wealth Partners, LTD. 0.14% Reduce -29.0% 40,299 $9.7M
Beacon Financial Strategies CORP 6.46% Add +3.2% 40,227 $9.7M
Citadel Advisors 0.01% Add +1225.8% 39,932 $9.6M
Kearns & Associates LLC 6.13% Add +0.1% 39,477 $9.5M
Culbertson A N & Co. Inc. 1.51% No change 39,470 $9.5M
DORVAL Corp 3.75% Add +2.9% 39,253 $9.4M
Compass Financial Group, Inc. 4.50% Reduce -3.4% 39,193 $9.4M
Smith & Howard Wealth Management, LLC 2.66% Add +0.1% 39,053 $9.4M
Harbor Advisory Corp. 3.05% Add +14.4% 38,681 $9.3M
Florida Trust Wealth Management Co 0.30% Add +4.1% 38,671 $9.3M
Diversify Wealth Management, LLC 0.72% Add +3.3% 38,988 $9.3M
Buck Wealth Strategies, LLC 1.93% Add +78.0% 38,627 $9.3M
Horizons Wealth Management 7.19% Add +0.4% 38,573 $9.3M
Steph & Co. 3.11% Reduce -10.1% 38,334 $9.2M
Empower Advisory Group, LLC 0.03% Add +5.3% 37,944 $9.1M
Fiduciary Advisors, Inc. 9.16% — 37,886 $9.1M
Evergreen Capital Management LLC 0.29% Reduce -3.2% 37,717 $9.1M
RFG Holdings, Inc. 3.01% Add +538.6% 37,654 $9.0M
BlueSky Wealth Advisors, LLC 1.41% Reduce -2.2% 37,639 $9.0M
Sand Hill Global Advisors, LLC 0.38% Reduce -1.9% 37,532 $9.0M
Bray Capital Advisors 2.44% Reduce -1.3% 37,454 $9.0M
Rinkey Investments 2.86% Add +8.7% 37,203 $8.9M
Peninsula Wealth, LLC 1.52% Reduce -1.2% 37,198 $8.9M
Ballentine Partners, LLC 0.15% Reduce -0.3% 37,010 $8.9M
Leeward Financial Partners, LLC 3.17% Add +15.5% 36,982 $8.9M
Robertson Stephens Wealth Management, LLC 0.32% Reduce -20.5% 36,959 $8.9M
Sawgrass Asset Management LLC 0.97% Add +6.8% 36,735 $8.8M
Benchmark Wealth Management, LLC 4.34% Reduce -0.9% 36,732 $8.8M
World Investment Advisors 0.24% Reduce -13.5% 36,468 $8.8M
Waller Financial Planning Group, Inc. 2.21% Add +5.9% 36,463 $8.8M
Financial Counselors Inc. 0.13% Add +26.8% 36,313 $8.7M
Axiom Financial Strategies, LLC 4.87% Reduce -21.3% 36,309 $8.7M
Brick & Kyle, Associates 3.71% Add +0.0% 36,141 $8.7M
Rwa Wealth Partners, LLC 0.11% Add +12.5% 36,129 $8.7M
WESCAP Management Group, Inc. 2.10% Add +0.6% 35,986 $8.6M
US Financial Advisors, LLC 2.66% Add +0.7% 35,981 $8.6M
Lazard Asset Management LLC 0.01% No change 35,918 $8.6M
James J. Burns & Company, LLC 1.50% Add +6.7% 35,844 $8.6M
Exencial Wealth Advisors, LLC 0.32% Add +1.5% 35,716 $8.6M
Sandy Cove Advisors, LLC 3.37% Add +2.0% 35,684 $8.6M
Waverly Advisors, LLC 0.13% Add +2.2% 35,546 $8.5M
Nuveen Asset Management, LLC 0.00% Add +50.9% 35,380 $8.5M
Chesley Taft & Associates LLC 0.39% Add +4.0% 35,328 $8.5M
Nwam LLC 0.52% Reduce -0.6% 35,219 $8.5M
Fonville Wealth Management LLC 2.79% Add +1.4% 35,173 $8.5M
Bailard, Inc. 0.22% No change 35,132 $8.4M
Cornerstone National Bank & Trust Co 3.87% Add +1.9% 35,083 $8.4M
Lokken Investment Group LLC 3.63% Reduce -17.0% 35,018 $8.4M
Hoge Financial Services, LLC 6.16% Add +1.1% 34,981 $8.4M
Johnson Bixby & Associates, LLC 1.28% Add +9.0% 34,885 $8.4M
Magnolia Capital Advisors LLC 2.16% Add +9.2% 34,719 $8.3M
Cynosure Group, LLC 1.22% Add +180.1% 33,917 $8.2M
GoalVest Advisory LLC 2.24% Reduce -0.4% 33,998 $8.2M
Dynasty Wealth Management, LLC 0.14% Add +0.9% 33,815 $8.1M
SageView Advisory Group, LLC 0.35% Add +69.8% 33,636 $8.1M
Black Diamond Financial, LLC 1.21% Reduce -0.7% 33,624 $8.1M
Auto-Owners Insurance Co 0.18% No change 33,598 $8.1M
Allianz SE 0.21% Reduce -45.9% 33,584 $8.1M
Howard Wealth Management, LLC 4.36% Add +2.3% 33,556 $8.1M
Praetorian Wealth Management, Inc. 1.96% Reduce -2.3% 33,507 $8.1M
Warwick Investment Management, Inc. 1.66% Reduce -1.7% 33,478 $8.0M
Holos Integrated Wealth LLC 5.49% — 33,418 $8.0M
Fiduciary Trust Co 0.11% Add +7.4% 33,378 $8.0M
J.W. Cole Advisors, Inc. 0.32% Add +5.8% 33,378 $8.0M
Elite Financial, Inc. 4.33% — 33,266 $8.0M
TriaGen Wealth Management LLC 2.69% Add +1.7% 33,213 $8.0M
Single Point Partners, LLC 1.84% New 33,211 $8.0M
Crestwood Advisors Group, LLC 0.15% Add +2.5% 33,184 $8.0M
Global Retirement Partners, LLC 0.23% Add +7.3% 33,021 $7.9M
Bridges Investment Management Inc. 0.11% Add +0.0% 32,916 $7.9M
Logan Capital Management Inc. 0.33% No change 32,747 $7.9M
Haverford Trust Co 0.08% Add +2.6% 32,610 $7.8M
Beirne Wealth Consulting Services, LLC 2.80% Add +0.7% 32,267 $7.8M
Cwm, LLC 0.03% Add +40.1% 32,051 $7.7M
Arkos Global Advisors 1.13% Reduce -1.6% 31,922 $7.7M
Old Mission Investment Co LLC 2.29% Add +10.1% 31,884 $7.7M
BTG Pactual Asset Management US LLC 0.99% Reduce -3.7% 29,313 $7.6M
Ancora Advisors LLC 0.17% Reduce -0.8% 31,428 $7.6M
Oldfather Financial Services, LLC 2.87% Add +0.3% 31,399 $7.5M
Fi3 FINANCIAL ADVISORS, LLC 2.82% Reduce -1.5% 31,391 $7.5M
Prevail Innovative Wealth Advisors, LLC 2.18% Add +126.7% 31,362 $7.5M
Mutual Advisors, LLC 0.22% Add +33.6% 30,439 $7.5M
Manchester Capital Management LLC 0.86% Add +2.5% 30,891 $7.4M
Family Investment Center, Inc. 1.88% Reduce -3.1% 30,808 $7.4M
Valmark Advisers, Inc. 0.11% Add +1.2% 30,697 $7.4M
Latigo Investments, LLC 3.75% No change 30,671 $7.4M
Gilman Hill Asset Management, LLC 1.28% Reduce -13.2% 30,663 $7.4M
Colony Family Offices, LLC 2.31% Reduce -0.0% 30,540 $7.3M
Greenbush Financial Group, LLC 3.85% — 30,363 $7.3M
Edge Capital Group, LLC 0.32% Add +0.6% 29,917 $7.2M
RW Investment Management LLC 0.88% Add +3.0% 29,894 $7.2M
Webster Bank, N. A. 0.77% Reduce -23.9% 29,739 $7.1M
Five Pine Wealth Management 6.01% — 29,657 $7.1M
Capital Advantage, Inc. 1.29% Add +16.0% 29,545 $7.1M
Mitchell McLeod Pugh & Williams Inc. 1.49% Add +7.1% 29,522 $7.1M
Family Wealth Partners, LLC 3.36% Add +1.8% 29,455 $7.1M
Capital Management Associates, Inc 2.64% Add +0.3% 29,337 $7.0M
Rehmann Capital Advisory Group 0.45% Reduce -2.7% 29,273 $7.0M
Prosperitas Financial LLC 3.56% Add +1.9% 29,257 $7.0M
Kingswood Wealth Advisors, LLC 0.53% Add +181.4% 29,204 $7.0M
Sequoia Financial Advisors, LLC 0.07% Add +106.8% 29,156 $7.0M
Franklin Resources Inc. 0.00% Add +7.1% 29,033 $7.0M
Wambolt & Associates, LLC 2.22% Reduce -17.8% 28,814 $6.9M
Cozad Asset Management Inc. 0.64% Add +8.1% 28,720 $6.9M
Level Four Advisory Services, LLC 0.28% Add +6.5% 28,699 $6.9M
Causey Wealth LLC 4.01% — 28,619 $6.9M
Ramiah Investment Group 6.23% Add +11.4% 28,453 $6.8M
Ruggaard & Associates LLC 2.97% Add +2.5% 28,210 $6.8M
NavPoint Financial, Inc. 5.35% Reduce -2.6% 28,162 $6.8M
IFP Advisors, Inc 0.22% Add +117.6% 28,084 $6.7M
Cambridge Advisors Inc. 1.50% Reduce -10.1% 28,036 $6.7M
SVB Wealth LLC 0.13% New 27,918 $6.7M
Stratos Wealth Advisors, LLC 0.32% Reduce -0.5% 27,844 $6.7M
Bokf, NA 0.11% Add +3.3% 27,865 $6.6M
Abacus Planning Group, Inc. 1.17% Reduce -1.7% 27,611 $6.6M
McNamara Financial Services, Inc. 1.56% Reduce -5.3% 27,570 $6.6M
Titleist Asset Management, LLC 0.76% Add +57.8% 27,422 $6.6M
Fishman Jay A Ltd. 0.62% Reduce -2.5% 27,420 $6.6M
May Hill Capital, LLC 2.54% — 27,313 $6.6M
Liberty Square Wealth Partners LLC 2.39% — 26,409 $6.5M
Aurelius Family Office LLC 3.27% — 26,961 $6.5M
Penney Financial, LLC 4.33% Add +1.2% 26,887 $6.5M
Evolution Advisers, Inc. 3.52% Add +1.9% 26,779 $6.4M
Private Portfolio Partners LLC 1.18% Add +0.3% 26,722 $6.4M
Roundview Capital LLC 0.45% Add +0.4% 26,718 $6.4M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.67% Add +0.4% 26,550 $6.4M
Ascent Group, LLC 0.48% Add +98.1% 26,547 $6.4M
Sovereign Financial Group, Inc. 1.46% Add +0.9% 26,492 $6.4M
Signature Estate & Investment Advisors LLC 0.16% Add +2.1% 26,157 $6.3M
Creekside Partners 3.25% Reduce -0.5% 26,130 $6.3M
Wealth Management Strategies, Inc. 4.79% — 26,083 $6.3M
Headinvest, LLC 1.17% Add +2.8% 25,692 $6.2M
Core Wealth Advisors, Inc. 2.03% New 25,600 $6.2M
Walkner Condon Financial Advisors LLC 1.24% Reduce -0.7% 25,484 $6.1M
Snowden Capital Advisors LLC 0.19% Add +9.6% 25,473 $6.1M
Prepared Retirement Institute LLC 3.48% Add +9.0% 25,398 $6.1M
Visionary Wealth Advisors 0.36% Add +12.7% 25,223 $6.1M
Farrell Financial LLC 4.33% Reduce -0.2% 25,211 $6.1M
White Lighthouse Investment Management Inc. 1.06% Add +0.7% 25,057 $6.0M
Beacon Financial Planning, Inc. 3.50% Add +13.8% 25,052 $6.0M
BluePointe Capital Management, LLC 3.44% Add +17.6% 25,035 $6.0M
Cadent Capital Advisors, LLC 2.10% Add +0.8% 25,025 $6.0M
Prospera Financial Services Inc 0.14% Add +10.9% 24,986 $6.0M
Aveo Capital Partners, LLC 0.66% Add +5.8% 24,990 $6.0M
Arcadia Wealth Management, LLC 3.04% Add +4.2% 24,987 $6.0M
Cathy Pareto & Associates, Inc. 5.52% — 24,984 $6.0M
Texas Yale Capital Corp. 0.24% Add +11.9% 24,909 $6.0M
Rialto Wealth Management, LLC 1.97% — 24,841 $6.0M
Gill Capital Partners, LLC 2.14% Add +2.0% 24,801 $6.0M
Brooklyn FI, LLC 1.98% Add +4.3% 24,771 $6.0M
Condor Capital Management 0.52% Reduce -45.9% 24,738 $5.9M
First PREMIER Bank 1.51% Reduce -0.4% 24,673 $5.9M
Evercore Wealth Management, LLC 0.09% Reduce -8.3% 24,604 $5.9M
Concourse Financial Group Securities, Inc. 0.33% Add +43.6% 23,296 $5.9M
First Merchants Corp. 0.22% Reduce -1.9% 24,184 $5.8M
Brightwater Advisory LLC 4.55% Reduce -2.8% 24,166 $5.8M
Fifth Third Securities, Inc. 0.49% Add +10.3% 23,852 $5.7M
Greenhouse Wealth Management, LLC 3.78% Add +1.8% 23,819 $5.7M
Continuum Advisory, LLC 0.73% Add +8.0% 23,764 $5.7M
Bond & Devick Financial Network, Inc. 2.43% No change 24,004 $5.7M
Quest Investment Management LLC 0.66% Reduce -0.7% 23,585 $5.7M
WASHINGTON TRUST Co 0.20% Reduce -1.7% 23,417 $5.6M
BIP Wealth, LLC 0.37% Add +13.6% 23,120 $5.6M
American Investment Services, Inc. 0.98% Reduce -1.0% 23,027 $5.5M
Mill Creek Capital Advisors, LLC 0.13% Add +0.2% 22,921 $5.5M
Galvin, Gaustad & Stein, LLC 0.50% Reduce -2.3% 22,796 $5.5M
Larson Financial Group LLC 0.28% Reduce -6.3% 22,794 $5.5M
Sagace Wealth Management LLC 4.08% Reduce -11.2% 22,665 $5.4M
Advisory Services Network, LLC 0.10% Add +11.5% 22,450 $5.4M
WP Advisors, LLC 1.78% Add +11.0% 22,218 $5.3M
Asset Planning Corporation 3.32% Reduce -4.2% 22,061 $5.3M
Signal Advisors Wealth, LLC 0.60% Add +45.5% 22,044 $5.3M
Commerce Bank 0.03% Add +0.0% 22,037 $5.3M
Sage Financial Group Inc. 0.43% Add +3.4% 22,036 $5.3M
AQR Capital Management 0.01% Add +2.3% 21,877 $5.3M
Index Fund Advisors, Inc. 0.28% Reduce -1.8% 21,792 $5.2M
Certified Advisory Corp 0.57% Add +2.7% 21,765 $5.2M
Cypress Wealth Services, LLC 1.05% Reduce -1.4% 21,719 $5.2M
LongView Wealth Management 1.59% Add +2.6% 21,715 $5.2M
Simon Quick Advisors, LLC 0.31% Add +0.9% 21,568 $5.2M
Sigma Planning Corp 0.16% Add +3.7% 21,473 $5.2M
Essex Financial Services, Inc. 0.36% Add +4.2% 21,405 $5.1M
Savvy Advisors, Inc. 0.62% Add +159.2% 21,388 $5.1M
Waycross Investment Management Co 5.38% Add +5.7% 21,272 $5.1M
Grove Bank & Trust 0.71% Reduce -2.5% 21,264 $5.1M
Balanced Wealth Group LLC 2.28% Add +0.3% 20,376 $5.1M
Wilson & Boucher Capital Management, LLC 3.60% Add +2.6% 21,167 $5.1M
Sandy Spring Bank 0.21% Add +0.6% 21,119 $5.1M
James Reed Financial Services, Inc. 5.28% — 21,073 $5.1M
Wilmington Savings Fund Society, FSB 0.09% Add +12.5% 20,989 $5.0M
Waldron Private Wealth LLC 0.20% Add +1.1% 20,972 $5.0M
Tower Research Capital LLC (TRC) 0.10% New 20,971 $5.0M
Wealthcare Advisory Partners LLC 0.14% Reduce -0.5% 20,921 $5.0M
Newton One Investments LLC 1.93% Reduce -0.3% 20,879 $5.0M
Stage Harbor Financial, LLC 4.33% Add +0.5% 20,731 $5.0M
Aptus Capital Advisors, LLC 0.06% Add +21.0% 20,685 $5.0M
Washington Trust Bank 0.48% Add +18.8% 20,684 $5.0M
Duncan Williams Asset Management, LLC 1.93% Add +818.2% 20,421 $4.9M
Martel Wealth Advisors LLC 0.96% Reduce -4.0% 20,411 $4.9M
IFG Advisors, LLC 0.97% Add +2.5% 20,301 $4.9M
Financial Insights, Inc. 1.88% Add +2.6% 20,265 $4.9M
Aspire Private Capital, LLC 1.21% Add +1.0% 20,255 $4.9M
Keystone Financial Group 0.48% Add +2.8% 20,231 $4.9M
Nations Financial Group Inc, /Ia/ 0.35% Add +2.8% 20,108 $4.8M
Jmac Enterprises LLC 0.76% Add +0.3% 20,048 $4.8M
Bay Harbor Wealth Management, LLC 1.56% Reduce -3.7% 20,033 $4.8M
Pathway Financial Advisors LLC 1.11% Reduce -1.4% 19,993 $4.8M
Salomon & Ludwin, LLC 0.51% Reduce -0.2% 19,959 $4.8M
Thrive Wealth Management, LLC 0.86% Reduce -0.6% 19,940 $4.8M
Pinion Investment Advisors, LLC 1.90% Add +12.1% 19,919 $4.8M
Financial Futures Ltd Liability Co. 2.71% Reduce -5.4% 19,892 $4.8M
Meeder Advisory Services, Inc. 0.30% Reduce -5.7% 19,879 $4.8M
One Capital Management, LLC 0.16% Reduce -0.7% 19,748 $4.7M
Thoroughbred Financial Services, LLC 0.29% Add +1.2% 19,749 $4.7M
Consolidated Portfolio Review Corp 0.75% Add +25.4% 19,729 $4.7M
GenTrust, LLC 0.21% Add +19.2% 19,632 $4.7M
First Heartland Consultants, Inc. 0.48% Add +4.1% 19,615 $4.7M
Freestone Capital Holdings, LLC 0.16% Add +2.9% 19,481 $4.7M
S.A. Mason LLC 2.45% Add +0.4% 19,443 $4.7M
Integrated Advisors Network LLC 0.22% Reduce -14.8% 19,441 $4.7M
Baron Silver Stevens Financial Advisors, LLC 0.79% Add +0.3% 19,437 $4.7M
Claro Advisors Inc. 0.63% Add +4.4% 19,420 $4.7M
Bernardo Wealth Planning LLC 1.11% Reduce -23.5% 19,555 $4.7M
Jane Street Group, LLC 0.01% New 19,359 $4.7M
Magnus Financial Group LLC 0.45% Add +4.2% 19,341 $4.6M
PFG Advisors 0.28% Reduce -58.3% 19,221 $4.6M
United Bank 0.55% Reduce -0.6% 19,209 $4.6M
Gleason Group, Inc. 0.81% Add +0.7% 19,183 $4.6M
JMG Financial Group, Ltd. 0.16% Reduce -5.0% 19,150 $4.6M
Clayton Financial Group LLC 1.66% Add +1.8% 19,124 $4.6M
Nadler Financial Group, Inc. 0.48% Add +4.3% 19,026 $4.6M
DAVENPORT & Co LLC 0.03% Add +6.9% 19,015 $4.6M
Peterson Wealth Advisors, LLC 0.82% Add +4.6% 18,754 $4.6M
Meridian Wealth Management, LLC 0.22% Add +8.2% 18,980 $4.6M
Ti-Trust, Inc. 3.04% Reduce -0.6% 18,918 $4.5M
Pinnacle Financial Group, LLC / IL 1.77% Add +10.1% 18,842 $4.5M
Peak Retirement Planning, Inc. 3.06% — 18,836 $4.5M
Renaissance Technologies 0.01% New 18,800 $4.5M
Better Money Decisions, LLC 3.13% Reduce -11.5% 18,793 $4.5M
Cornerstone Wealth Management, LLC 0.30% Add +5.4% 18,765 $4.5M
Topel & Distasi Wealth Management, LLC 1.92% Reduce -0.1% 18,630 $4.5M
Harbour Investments, Inc. 0.13% Add +8.9% 18,604 $4.5M
Mackenzie Financial Corp. 0.01% Reduce -4.7% 18,519 $4.4M
First Bancorp, Inc 3.04% Add +1.7% 18,476 $4.4M
Bridgewealth Advisory Group, LLC 1.25% Reduce -12.6% 17,868 $4.4M
Roble, Belko & Company, Inc 0.70% Reduce -1.8% 18,366 $4.4M
Cambridge Capital Management, LLC 2.83% Add +4.6% 18,357 $4.4M
Prime Capital Investment Advisors, LLC 0.06% Add +5.2% 18,054 $4.3M
Warner Financial, Inc. 1.85% Add +2.1% 17,942 $4.3M
Optimist Retirement Group LLC 2.04% Add +0.1% 17,911 $4.3M
Connable Office Inc. 0.45% Reduce -0.1% 17,902 $4.3M
Keeley-Teton Advisors, LLC 0.50% Reduce -1.1% 17,902 $4.3M
Optas, LLC 0.93% Add +1.1% 17,871 $4.3M
Frazier Financial Advisors, LLC 3.38% Add +1.9% 17,719 $4.3M
Courier Capital LLC 0.29% Add +17.4% 17,696 $4.3M
Calamos Wealth Management LLC 0.22% No change 17,685 $4.2M
Keybank National Association 0.02% Add +2.6% 17,653 $4.2M
RiverGlades Family Offices LLC 3.02% No change 17,597 $4.2M
AlphaCore Capital LLC 0.92% New 17,593 $4.2M
Allen Mooney & Barnes Investment Advisors LLC 0.71% Reduce -1.4% 17,507 $4.2M
Wealth Alliance, LLC 0.50% Add +2.3% 17,472 $4.2M
Chris Bulman Inc 2.67% Reduce -7.0% 17,411 $4.2M
Checchi Capital Advisers, LLC 0.31% Add +18.4% 17,404 $4.2M
Mather Group, Llc. 0.05% Reduce -0.4% 17,369 $4.2M
Financial Freedom, LLC 2.19% Reduce -2.5% 17,314 $4.2M
Moneco Advisors, LLC 0.44% Reduce -2.4% 17,288 $4.2M
Flputnam Investment Management Co. 0.08% Add +1.2% 17,264 $4.1M
Ausdal Financial Partners, Inc. 0.36% Reduce -0.5% 17,228 $4.1M
Mystic Asset Management, Inc. 1.11% Reduce -1.4% 17,222 $4.1M
MY Wealth Management Inc. 4.12% Reduce -0.1% 17,178 $4.1M
Councilor Wealth, LLC 1.96% Add +8.3% 17,118 $4.1M
Lynch Asset Management, Inc. 1.66% Add +4.8% 17,085 $4.1M
Summit Wealth Partners, LLC 0.84% Reduce -5.3% 17,063 $4.1M
Mokosak Advisory Group, LLC 1.23% Reduce -1.5% 17,019 $4.1M
Stonebridge Capital Advisors LLC 0.33% Add +10.7% 16,999 $4.1M
National Bank of Canada 0.01% Add +347.6% 16,887 $4.1M
Narus Financial Partners, LLC 1.37% Add +11.1% 16,831 $4.0M
First Financial Corp. 1.88% Add +21.9% 16,795 $4.0M
Mesirow Financial Investment Management, Inc. 0.08% Add +0.3% 16,783 $4.0M
SBI Securities Co., Ltd. 0.12% — 16,754 $4.0M
Mayport, LLC 1.18% Reduce -0.6% 16,727 $4.0M
Tompkins Financial Corp. 0.37% Add +8.1% 16,694 $4.0M
Jacobsen Capital Management 1.71% Add +3.3% 16,669 $4.0M
Beam Wealth Advisors, Inc. 1.25% Reduce -0.1% 16,481 $4.0M
Horizon Family Wealth, Inc. 2.63% Add +80.1% 16,462 $4.0M
PAX Financial Group, LLC 0.71% Reduce -5.4% 16,420 $3.9M
RFG Advisory, LLC 0.11% Add +9.8% 16,401 $3.9M
Graypoint LLC 0.24% Add +6.4% 16,362 $3.9M
Wesbanco Bank Inc. 0.13% Add +31.4% 16,351 $3.9M
BridgePort Financial Solutions, LLC 1.77% — 16,635 $3.9M
Financial Advisory Partners, LLC 1.29% Add +2.4% 16,199 $3.9M
First United Bank & Trust 1.41% Add +4.2% 16,107 $3.9M
Cornerstone Planning, LLC 1.47% — 16,027 $3.9M
Rareview Capital LLC 2.79% Reduce -7.0% 16,234 $3.9M
First Horizon Advisors, Inc. 0.11% Reduce -2.9% 15,980 $3.8M
Sensible Financial Planning & Management, LLC. 0.80% Add +5.3% 15,963 $3.8M
Aegis Wealth Management LLC 2.58% — 15,897 $3.8M
AE Wealth Management LLC 0.03% Reduce -41.6% 15,856 $3.8M
Strategic Blueprint, LLC 0.23% Add +13.8% 15,843 $3.8M
RTD Financial Advisors, Inc. 0.49% Add +1.3% 15,810 $3.8M
Cabot-Wellington, LLC 1.44% No change 15,800 $3.8M
Kingsview Wealth Management, LLC 0.07% Add +12.4% 15,620 $3.8M
West Bancorporation Inc. 2.46% Add +18.1% 15,603 $3.7M
Frank, Rimerman Advisors LLC 0.27% Add +15.5% 15,567 $3.7M
Americana Partners, LLC 0.15% Reduce -58.0% 15,535 $3.7M
Regal Investment Advisors LLC 0.28% Reduce -14.6% 15,501 $3.7M
Farmers & Merchants Investments Inc. 0.12% Reduce -6.2% 15,459 $3.7M
Grandview Asset Management LLC 1.36% New 15,407 $3.7M
Pinnacle Financial Partners Inc 0.07% Add +9.9% 15,407 $3.7M
Independent Financial Group, LLC 0.12% Add +3.3% 15,261 $3.7M
CWS Financial Advisors, LLC 1.18% Add +9.7% 15,171 $3.6M
Mosaic Advisors LLC 4.28% Reduce -0.3% 15,148 $3.6M
Bison Wealth, LLC 0.45% — 15,142 $3.6M
Farther Finance Advisors, LLC 0.13% Add +20.6% 14,985 $3.6M
Mgo One Seven LLC 0.14% Add +3.7% 14,896 $3.6M
Stephens Consulting, LLC 0.90% Reduce -0.2% 14,857 $3.6M
Ironwood Investment Counsel, LLC 0.60% Reduce -4.8% 14,649 $3.5M
Carr Financial Group Corp 1.11% Add +36.1% 14,649 $3.5M
Ieq Capital, LLC 0.03% Reduce -2.6% 14,568 $3.5M
Sepio Capital, LP 0.28% Reduce -1.4% 14,564 $3.5M
Lane & Associates LLC 1.81% Reduce -4.2% 14,015 $3.5M
HBC Financial Services, PLLC 2.14% Reduce -0.9% 14,544 $3.5M
Valeo Financial Advisors, LLC 0.10% Add +11.8% 14,527 $3.5M
Kathleen S. Wright Associates Inc. 1.45% Add +4.2% 14,523 $3.5M
Petix & Botte Co 0.92% Reduce -0.2% 14,502 $3.5M
Main Street Financial Solutions, LLC 0.34% Reduce -6.4% 14,499 $3.5M
Greenwich Wealth Management LLC 0.25% Add +0.6% 14,489 $3.5M
Yoffe Investment Management, LLC 5.16% — 14,458 $3.5M
Financial Advocates Investment Management 0.20% Add +29.0% 14,428 $3.5M
Taylor & Morgan Wealth Management, LLC 2.43% Reduce -0.7% 14,382 $3.5M
Glass Jacobson Investment Advisors llc 1.13% Reduce -3.2% 14,296 $3.4M
Paragon Capital Management Inc. 2.68% Add +8.3% 14,239 $3.4M
Great Point Wealth Advisors, LLC 0.75% Add +0.3% 14,231 $3.4M
Lindbrook Capital, LLC 0.31% Reduce -8.6% 14,161 $3.4M
Valtinson Bruner Financial Planning LLC 1.19% Reduce -1.2% 14,131 $3.4M
Synovus Financial Corp. 0.04% Reduce -48.6% 14,106 $3.4M
Grange Capital, LLC 3.55% — 14,103 $3.4M
Meridian Financial Advisors, LLC 2.33% Reduce -0.2% 14,047 $3.4M
waypoint wealth counsel 2.20% Add +0.4% 14,022 $3.4M
One Day In July LLC 0.35% Reduce -1.0% 14,002 $3.4M
Dakota Wealth Management 0.08% Reduce -1.9% 13,990 $3.4M
Beacon Bridge Wealth Partners, LLC 1.43% Reduce -0.9% 13,981 $3.4M
Minot DeBlois Advisors LLC 3.05% — 13,901 $3.3M
Rathbones Group PLC 0.02% Add +353.5% 13,868 $3.3M
Old North State Wealth Management, LLC 1.87% Reduce -0.9% 13,834 $3.3M
Mycio Wealth Partners, LLC 0.80% Add +0.3% 13,843 $3.3M
West Financial Advisors, LLC 0.64% Add +0.6% 13,707 $3.3M
KFA Private Wealth Group, LLC 1.38% Add +0.6% 13,679 $3.3M
Highland Capital Management, LLC 0.19% Reduce -1.0% 13,660 $3.3M
Roth Financial Partners LLC 1.31% Reduce -0.5% 13,650 $3.3M
General Partner, Inc. 1.96% Add +0.4% 13,559 $3.3M
Orrstown Financial Services Inc. 0.87% Add +0.6% 13,557 $3.3M
Acorn Wealth Advisors, LLC 1.34% Add +2.5% 13,546 $3.3M
CW Advisors, LLC 0.04% Add +11.6% 13,517 $3.2M
AdvisorNet Financial, Inc 0.27% Add +7.2% 13,516 $3.2M
Great Lakes Advisors, LLC 0.03% Add +0.6% 13,499 $3.2M
Accredited Investors Inc. 0.19% Add +0.1% 13,494 $3.2M
CWA Asset Management Group, LLC 0.16% Add +16.2% 13,407 $3.2M
Bragg Financial Advisors, Inc 0.13% Reduce -1.7% 13,402 $3.2M
Heritage Trust Co 0.38% — 13,382 $3.2M
Parker Financial LLC 1.57% Reduce -20.9% 13,015 $3.2M
Objective Capital Management, LLC 2.14% Reduce -5.3% 13,329 $3.2M
Northstar Financial Companies, Inc. 3.02% — 13,292 $3.2M
SOL Capital Management CO 0.35% Add +1.3% 13,193 $3.2M
Gradient Capital Advisors, LLC 1.02% Reduce -4.4% 13,163 $3.2M
Diversified Trust Co. 0.08% Add +7.9% 13,055 $3.1M
Watts Gwilliam & Co., LLC 0.66% Reduce -0.8% 12,960 $3.1M
Columbia River Financial Group, LLC 2.15% — 13,044 $3.1M
PCA Investment Advisory Services Inc. 1.45% Reduce -1.1% 13,033 $3.1M
Brand Asset Management Group, Inc. 1.27% Add +2.6% 12,967 $3.1M
Welch & Forbes LLC 0.04% Add +0.1% 12,899 $3.1M
Fort Point Capital Partners LLC 0.35% Add +41.1% 12,876 $3.1M
Verum Partners LLC 0.89% Add +0.3% 12,870 $3.1M
Columbia Asset Management 0.58% Add +2.2% 12,694 $3.1M
Advisor OS, LLC 0.35% Reduce -50.3% 12,654 $3.0M
Maripau Wealth Management LLC 1.79% New 12,555 $3.0M
Silver Oak Securities, Incorporated 0.28% Reduce -32.8% 12,556 $3.0M
Edmond DE Rothschild Holding S.A. 0.05% No change 12,500 $3.0M
Phillips Financial Management, LLC 0.24% Reduce -3.6% 12,498 $3.0M
Transcend Capital Advisors, LLC 0.22% Add +31.7% 12,496 $3.0M
Ariston Services Group 2.60% Add +9.4% 12,476 $3.0M
Alesco Advisors, LLC, An ESL Co 0.09% Add +0.5% 12,437 $3.0M
Sykon Capital LLC 1.03% New 12,398 $3.0M
Sei Investments Co. 0.00% Add +6.0% 12,393 $3.0M
Factor Wealth Management LTD 0.99% — 12,384 $3.0M
Lake Street Advisors Group, LLC 0.14% Reduce -0.1% 12,370 $3.0M
GFS Advisors, LLC 0.45% New 12,360 $3.0M
SOA Wealth Advisors, LLC. 0.55% Reduce -0.9% 12,336 $3.0M
Parsons Capital Management Inc. 0.16% Add +1.2% 12,326 $3.0M
Mittelman Wealth Management 2.75% Reduce -25.2% 12,306 $3.0M
Kennicott Capital Management LLC 1.52% Reduce -10.4% 12,286 $3.0M
REAP Financial Group, LLC 0.73% Add +0.8% 12,271 $2.9M
Wade Financial Advisory, Inc 1.00% Reduce -4.9% 12,245 $2.9M
Flagstar Securities, Inc. 0.73% Add +2.4% 12,241 $2.9M
Octavia Wealth Advisors, LLC 0.36% Add +1.1% 12,216 $2.9M
Quadrature Capital Ltd 0.06% New 12,197 $2.9M
Gibson Wealth Advisors LLC 2.41% Add +2.8% 12,136 $2.9M
Marble Harbor Investment Counsel, LLC 0.32% Add +0.3% 12,102 $2.9M
Rebalance, LLC 0.22% Reduce -0.4% 12,082 $2.9M
Brighton Jones LLC 0.08% Add +36.5% 11,978 $2.9M
Joseph P. Lucia & Associates, LLC 1.27% Add +8.6% 11,922 $2.9M
D'Orazio & Associates, Inc. 0.42% Reduce -10.8% 11,891 $2.9M
Investment Research & Advisory Group, Inc. 1.18% Reduce -8.7% 11,843 $2.8M
Fiera Capital Corp 0.01% No change 11,821 $2.8M
Coordinated Financial Services, Inc. 2.25% — 11,801 $2.8M
Tortoise Investment Management, LLC 0.30% Add +0.4% 11,798 $2.8M
Kelleher Financial Advisors 1.07% Add +11.8% 11,760 $2.8M
Anderson Hoagland & Co. 0.29% Reduce -19.0% 11,329 $2.8M
Barrett & Company, Inc. 1.18% Reduce -1.5% 11,666 $2.8M
Smith, Moore & Co. 0.26% Reduce -4.3% 11,662 $2.8M
New England Private Wealth Advisors LLC 0.44% Add +26.7% 11,635 $2.8M
N.E.W. Advisory Services LLC 0.26% Add +3.8% 11,612 $2.8M
Cordant, Inc. 1.46% Reduce -0.6% 11,526 $2.8M
Procyon Advisors, LLC 0.18% Add +2.6% 11,440 $2.7M
Gainplan LLC 1.04% Reduce -0.5% 11,420 $2.7M
Monument Group Wealth Advisors, LLC 1.94% Reduce -2.8% 11,420 $2.7M
Dunhill Financial, LLC 1.27% Reduce -64.8% 11,394 $2.7M
SkyOak Wealth, LLC 0.58% Add +1.2% 11,355 $2.7M
Cranbrook Wealth Management, LLC 0.63% Add +2.0% 11,307 $2.7M
Family Capital Management, Inc. 1.63% Add +7.7% 11,232 $2.7M
Dorsey & Whitney Trust CO LLC 0.15% Reduce -2.3% 11,162 $2.7M
Scott & Selber, Inc. 0.81% New 11,148 $2.7M
Wells Financial Advisors INC 3.65% Reduce -11.1% 11,145 $2.7M
TFC Financial Management, Inc. 0.42% Reduce -1.2% 11,119 $2.7M
Hummer Financial Advisory Services Inc 2.10% No change 11,047 $2.7M
Michelson Medical Research Foundation, Inc. 2.22% Reduce -41.8% 11,010 $2.6M
Radnor Capital Management, LLC 0.44% Reduce -34.9% 11,007 $2.6M
JFS Wealth Advisors, LLC 0.18% Add +0.0% 10,984 $2.6M
Klingman & Associates, LLC 0.17% Reduce -0.8% 10,979 $2.6M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.39% Reduce -1.3% 10,936 $2.6M
Life Planning Partners, Inc 2.42% Reduce -0.7% 10,880 $2.6M
IHT Wealth Management, LLC 0.08% Reduce -37.4% 10,879 $2.6M
Investment Advisory Group, LLC 0.87% Add +12.0% 10,827 $2.6M
Sfm, LLC 1.83% Add +0.2% 10,810 $2.6M
Strategic Family Wealth Counselors, L.L.C. 0.84% Add +7.2% 10,802 $2.6M
Tanager Wealth Management LLP 0.34% Reduce -1.1% 10,798 $2.6M
Vontobel Holding Ltd. 0.01% Add +8.9% 10,776 $2.6M
Simmons Bank 0.19% Reduce -1.8% 10,757 $2.6M
Y-Intercept (Hong Kong) Ltd 0.17% New 10,737 $2.6M
Brio Consultants, LLC 0.40% Add +1.4% 10,730 $2.6M
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 2.62% No change 10,725 $2.6M
Graves Light Lenhart Wealth, Inc. 0.32% No change 10,648 $2.6M
Geneos Wealth Management Inc. 0.09% Add +29.0% 10,619 $2.6M
Creative Financial Designs Inc. 0.21% Add +10.8% 10,615 $2.6M
Vident Advisory, LLC 0.04% Add +102.8% 10,565 $2.5M
Strategies Wealth Advisors, LLC 0.32% Reduce -2.2% 10,196 $2.5M
BTC Capital Management, Inc. 0.23% No change 10,491 $2.5M
Destiny Wealth Partners, LLC 0.41% Add +9.1% 10,479 $2.5M
Goelzer Investment Management, Inc. 0.15% Reduce -2.4% 10,447 $2.5M
Washington Trust Advisors, Inc. 0.21% Add +5.8% 10,377 $2.5M
TFB Advisors LLC 0.71% Add +7.1% 10,376 $2.5M
SWP Financial LLC 1.50% Reduce -1.6% 10,366 $2.5M
Columbus Macro, LLC 0.35% Add +11.4% 10,361 $2.5M
Peoples Financial Services Corp. 1.15% Reduce -0.2% 10,358 $2.5M
Wealthspire Retirement, LLC 0.20% Add +23.0% 10,335 $2.5M
Viewpoint Capital Management LLC 1.30% No change 10,280 $2.5M
Boston Research & Management Inc. 0.60% Reduce -3.3% 10,269 $2.5M
Evermay Wealth Management LLC 0.37% Reduce -4.6% 10,267 $2.5M
Fidelis Capital Partners, LLC 0.25% Reduce -18.2% 9,996 $2.5M
Moisand Fitzgerald Tamayo, LLC 0.35% Reduce -2.3% 10,242 $2.5M
Modus Advisors, LLC 0.77% Reduce -0.6% 10,237 $2.5M
MassMutual Private Wealth & Trust, FSB 0.07% Add +1.4% 10,145 $2.4M
McKinley Carter Wealth Services, Inc. 0.15% Reduce -5.1% 10,106 $2.4M
Embree Financial Group 0.41% Reduce -1.6% 10,087 $2.4M
Traveka Wealth, LLC 1.33% No change 10,076 $2.4M
Krilogy Financial LLC 0.16% Reduce -5.1% 10,050 $2.4M
Boyd Wealth Management, LLC 1.19% Reduce -1.0% 10,047 $2.4M
Performance Wealth Partners, LLC 0.08% Add +6.3% 10,038 $2.4M
STAR Financial Bank 1.73% Reduce -7.0% 10,017 $2.4M
SouthState Bank Corp 0.16% Reduce -0.1% 10,003 $2.4M
Legacy Advisors, LLC 0.23% Add +122.7% 9,998 $2.4M
Wedbush Securities Inc. 0.09% Add +21.1% 9,988 $2.4M
Trivium Point Advisory, LLC 0.30% Add +156.3% 9,988 $2.4M
Strategic Financial Concepts, LLC 0.46% Add +55.2% 9,985 $2.4M
Scotia Capital Inc. 0.01% Add +7.5% 9,982 $2.4M
Elevated Capital Advisors, LLC 0.65% Reduce -22.9% 9,951 $2.4M
Stone Summit Wealth LLC 0.80% Reduce -0.0% 9,937 $2.4M
Principle Wealth Partners LLC 0.17% Add +0.1% 9,936 $2.4M
Debussy Capital Management LP 0.37% Reduce -1.4% 9,553 $2.4M
Security Financial Services, INC. 0.48% Reduce -0.1% 9,822 $2.4M
Wealthspan Partners, LLC 1.12% Add +1.8% 9,795 $2.4M
Stock Yards Bank & Trust Co. 0.08% Reduce -7.3% 9,753 $2.3M
Encompass Wealth Advisors, LLC 0.95% Add +0.7% 9,747 $2.3M
Ameritas Investment Partners, Inc. 0.08% Reduce -65.3% 9,736 $2.3M
Manuka Financial, LLC 1.58% — 9,721 $2.3M
Legacy Edge Advisors, LLC 0.37% Reduce -0.2% 9,701 $2.3M
Elwood & Goetz Wealth Advisory Group, LLC 0.57% Add +0.7% 9,684 $2.3M
WPG Advisers, LLC 2.16% — 9,671 $2.3M
Westside Investment Management, Inc. 0.49% Add +0.1% 9,637 $2.3M
Wiser Advisor Group LLC 3.34% Add +0.4% 9,564 $2.3M
SigFig Wealth Management, LLC 0.08% Reduce -4.7% 9,468 $2.3M
Heritage Wealth Partners, LLC 2.82% Reduce -17.6% 9,363 $2.2M
Neuberger Berman Group LLC 0.00% Add +123.9% 9,323 $2.2M
Semmax Financial Advisors Inc. 0.60% Reduce -44.2% 9,028 $2.2M
Kirtland Hills Capital Management, LLC 1.43% Add +105.2% 9,296 $2.2M
Liberty Wealth Management LLC 0.37% Reduce -3.6% 9,202 $2.2M
BOS Asset Management, LLC 0.80% Add +70.1% 9,187 $2.2M
Sagespring Wealth Partners, LLC 0.06% — 9,176 $2.2M
Paulson Wealth Management Inc. 0.60% Reduce -22.4% 9,139 $2.2M
Essential Planning, LLC. 0.01% Add +509.8% 9,000 $2.2M
Conning Inc. 0.08% No change 9,084 $2.2M
Perennial Investment Advisors, LLC 0.26% Add +11.4% 9,077 $2.2M
Market Street Wealth Management Advisors LLC 0.36% Reduce -0.2% 9,029 $2.2M
CGN Advisors LLC 0.21% Reduce -1.5% 8,995 $2.2M
Infinity Wealth Counsel, LLC 2.29% — 8,946 $2.1M
Revolve Wealth Partners, LLC 0.32% Add +11.5% 8,941 $2.1M
Affinity Capital Advisors, LLC 0.40% Reduce -0.4% 8,819 $2.1M
Onyx Bridge Wealth Group LLC 0.31% Add +0.9% 8,841 $2.1M
Ritholtz Wealth Management 0.06% Add +0.7% 8,838 $2.1M
Federation des caisses Desjardins du Quebec 0.01% Add +2.1% 8,802 $2.1M
Compass Planning Associates Inc 2.15% — 8,802 $2.1M
Smith Anglin Financial, LLC 0.20% Add +0.3% 8,800 $2.1M
Oxford Financial Group, LTD. LLC 0.14% Reduce -15.8% 8,687 $2.1M
Pension & Wealth Management Advisors, Inc. 0.83% Add +14114.8% 8,671 $2.1M
Ridgewood Investments LLC 1.01% Add +4.6% 8,668 $2.1M
City State Bank 0.73% Add +3.7% 8,634 $2.1M
BCS Wealth Management 0.52% New 8,628 $2.1M
Fulton Bank, N.A. 0.08% Reduce -0.5% 8,614 $2.1M
Cahill Financial Advisors Inc. 0.28% Add +3.2% 8,594 $2.1M
Prosperity Consulting Group, LLC 0.15% Add +803.0% 8,488 $2.0M
Envision Financial LLC 1.62% — 8,387 $2.0M
jvl associates llc 0.76% Reduce -1.7% 8,364 $2.0M
Sax Wealth Advisors, LLC 0.16% Add +3.0% 8,343 $2.0M
Morton Brown Family Wealth, LLC 0.70% Reduce -1.3% 8,324 $2.0M
Hunter Associates Investment Management LLC 0.30% Add +8.2% 8,360 $2.0M
MA Private Wealth 0.37% Reduce -1.0% 8,303 $2.0M
Pine Valley Investments Ltd Liability Co 0.13% Reduce -3.8% 8,259 $2.0M
First National Bank of Omaha 0.13% Add +5.1% 8,212 $2.0M
Callan Capital, LLC 0.14% Add +0.0% 8,193 $2.0M
FinDec Wealth Services, Inc. 1.36% Reduce -12.3% 8,180 $2.0M
Berger Financial Group, Inc 0.14% Reduce -7.3% 8,164 $2.0M
Trust Co. of Vermont 0.09% Add +5.0% 8,129 $2.0M
Beaird Harris Wealth Management, LLC 0.17% Reduce -0.8% 8,117 $2.0M
Hiley Hunt Wealth Management 1.08% Add +0.4% 8,100 $1.9M
Marshall Financial Group, LLC 0.47% Reduce -3.8% 8,042 $1.9M
Evanson Asset Management, LLC 0.13% Add +38.0% 8,016 $1.9M
Peak Asset Management, LLC 0.35% No change 7,981 $1.9M
FDx Advisors, Inc. 0.56% Add +10.4% 7,971 $1.9M
Cornerstone Advisors Asset Management, LLC 0.41% Add +10.2% 7,920 $1.9M
Focus Financial Network, Inc. 0.08% Reduce -47.0% 7,918 $1.9M
GC Wealth Management RIA, LLC 0.33% Add +13.3% 7,901 $1.9M
Hughes Financial Services, LLC 0.39% — 7,892 $1.9M
Maryland Capital Advisors Inc. 0.88% Add +1.6% 7,890 $1.9M
Greenup Street Wealth Management LLC 0.38% Reduce -12.1% 7,882 $1.9M
Capstone Wealth Management Group, LLC 1.01% Add +62.1% 7,861 $1.9M
Annis Gardner Whiting Capital Advisors, LLC 0.53% Add +5.8% 7,860 $1.9M
JNBA Financial Advisors 0.19% Reduce -1.3% 7,855 $1.9M
Vicus Capital 0.17% Reduce -7.1% 7,849 $1.9M
Duncker Streett & Co. Inc. 0.35% Add +0.5% 7,835 $1.9M
MidAtlantic Capital Management, Inc. 1.38% Reduce -0.0% 7,824 $1.9M
Canal Capital Management, LLC 0.30% No change 7,822 $1.9M
Collective Family Office LLC 0.52% Reduce -0.4% 7,822 $1.9M
Soltis Investment Advisors LLC 0.17% Add +0.2% 7,818 $1.9M
Hohimer Wealth Management, LLC 0.36% Add +5.5% 7,771 $1.9M
Sachem Hill LLC 0.39% Reduce -0.9% 7,759 $1.9M
MIdWestOne Financial Group, Inc. 0.26% Reduce -1.3% 7,758 $1.9M
Squire Investment Management Company, LLC 0.82% Add +5.6% 7,743 $1.9M
Founders Grove Wealth Partners, LLC 0.54% — 7,739 $1.9M
AlTi Global, Inc. 0.04% Reduce -9.7% 7,736 $1.9M
Eclectic Associates Inc. 0.55% Add +6.5% 7,732 $1.9M
Kera Capital Partners, Inc. 0.53% — 7,697 $1.8M
Argonautica Private Wealth Management, Inc. 0.60% Reduce -3.3% 7,688 $1.8M
Capital Analysts, LLC 0.07% Add +1.2% 7,660 $1.8M
World Equity Group, Inc. 0.39% Add +161.0% 7,646 $1.8M
Guardian Wealth Advisors, LLC / NC 0.15% Add +23.6% 7,635 $1.8M
Mitchell Sinkler & Starr 0.49% Reduce -42.6% 7,611 $1.8M
Essex Bank 0.45% Add +3.4% 7,599 $1.8M
Wick Capital Partners, LLC 0.54% Reduce -4.5% 7,593 $1.8M
Atlas Legacy Advisors, LLC 0.44% — 7,577 $1.8M
Adams Wealth Management 0.35% Add +65.7% 7,566 $1.8M
CacheTech Inc. 0.34% Add +65.7% 7,566 $1.8M
Sierra Capital LLC 0.22% Add +14.4% 7,550 $1.8M
MADDEN SECURITIES Corp 0.72% Reduce -3.7% 7,529 $1.8M
First National Trust Co 0.07% Reduce -0.0% 7,517 $1.8M
Gladstone Institutional Advisory LLC 0.08% Add +3.9% 7,505 $1.8M
Retirement Planning Co of New England, Inc. 0.87% Reduce -0.2% 7,487 $1.8M
Motley Fool Wealth Management, LLC 0.09% Add +10.7% 7,448 $1.8M
Proffitt & Goodson Inc. 0.30% Reduce -0.6% 7,447 $1.8M
Argent Trust Co 0.07% Add +0.2% 7,443 $1.8M
Canandaigua National Trust Co of Florida 1.39% Reduce -0.3% 7,425 $1.8M
Shorepoint Capital Partners LLC 0.41% Add +7.5% 7,412 $1.8M
Hexagon Capital Partners LLC 0.32% Add +2862.4% 7,406 $1.8M
Beacon Financial Group 0.19% Add +0.0% 7,396 $1.8M
Tarbox Family Office, Inc. 0.29% Reduce -9.1% 7,392 $1.8M
Camelot Portfolios, LLC 1.92% Reduce -4.5% 7,385 $1.8M
Investment Partners, LTD. 0.73% Reduce -4.4% 7,383 $1.8M
Moors & Cabot, Inc. 0.08% Add +13.9% 7,379 $1.8M
Lee Financial Co 0.25% Reduce -0.9% 7,344 $1.8M
New England Asset Management Inc. 0.32% No change 7,340 $1.8M
Dentgroup LLC 1.34% Reduce -1.2% 7,302 $1.8M
Highline Wealth Partners LLC 0.57% Reduce -4.1% 7,235 $1.7M
Mountain Hill Investment Partners Corp. 1.77% — 7,235 $1.7M
Dimension Capital Management LLC 0.28% Reduce -5.4% 7,234 $1.7M
Tillman Hartley LLC 0.50% Add +141.3% 7,223 $1.7M
AssuredPartners Investment Advisors, LLC 0.34% — 7,201 $1.7M
Verus Capital Partners, LLC 0.17% Reduce -1.1% 7,185 $1.7M
Advisors Capital Management, LLC 0.03% Add +228.7% 7,173 $1.7M
GW&K Investment Management, LLC 0.01% Add +23.6% 7,162 $1.7M
Waters Parkerson & Co., LLC 0.09% Add +7.4% 7,159 $1.7M
Marquette Asset Management, LLC 0.28% Reduce -25.7% 7,142 $1.7M
Pacific Sun Financial Corp 0.93% Reduce -0.9% 7,129 $1.7M
Williams Jones Wealth Management, LLC. 0.02% Reduce -37.2% 7,128 $1.7M
Csenge Advisory Group 0.09% Add +68.2% 7,105 $1.7M
Harbor Group, Inc. 0.38% Reduce -3.3% 7,078 $1.7M
Anchor Investment Management, LLC 0.16% Reduce -0.8% 7,076 $1.7M
Tritonpoint Wealth, LLC 0.15% Add +1.2% 7,071 $1.7M
Red Crane Wealth Management, LLC 1.60% — 7,035 $1.7M
Intrinsic Value Partners, LLC 1.70% Reduce -2.1% 7,035 $1.7M
Fearless Solutions, LLC dba Best Invest 1.28% — 6,979 $1.7M
Arrowroot Family Office, LLC 0.87% Reduce -15.3% 6,967 $1.7M
Partners in Financial Planning 0.34% Add +0.2% 6,966 $1.7M
SeaCrest Wealth Management, LLC 0.18% Add +2.3% 6,954 $1.7M
Capstone Wealth Management Group LLC 1.27% — 6,939 $1.7M
Zhang Financial LLC 0.10% Add +4.4% 6,937 $1.7M
First Citizens Bank & Trust Co. 0.03% Add +3.0% 6,914 $1.7M
Flow Traders U.S. LLC 0.07% New 6,899 $1.7M
Carl P. Sherr & Co., LLC 0.87% Reduce -1.4% 6,892 $1.7M
BXM Wealth LLC 2.31% — 6,869 $1.7M
PFG Investments, LLC 0.10% Reduce -3.2% 6,866 $1.6M
FineMark National Bank & Trust 0.06% Add +0.1% 6,864 $1.6M
Western Wealth Management, LLC 0.09% Add +21.8% 6,851 $1.6M
Romano Brothers and Company 0.21% No change 6,826 $1.6M
TCI Wealth Advisors, Inc. 0.14% Reduce -7.1% 6,816 $1.6M
Chevy Chase Trust Holdings, LLC 0.01% Add +81.1% 6,808 $1.6M
Summit Investment Advisory Services, LLC 0.84% Add +0.2% 6,745 $1.6M
Aaron Wealth Advisors LLC 0.19% Add +3.1% 6,716 $1.6M
Custos Family Office, LLC 0.56% Reduce -1.9% 6,702 $1.6M
Trinity Financial Advisors LLC 0.61% Reduce -30.5% 6,672 $1.6M
Astoria Strategic Wealth, Inc. 0.48% Add +0.1% 6,653 $1.6M
Compass Financial Group, INC 0.30% Add +0.2% 6,620 $1.6M
Sunburst Financial Group, LLC 0.39% Reduce -3.2% 6,611 $1.6M
Ironwood Financial, llc 0.33% Reduce -0.5% 6,588 $1.6M
Compass Capital Corp. /Ma/ 0.61% — 6,408 $1.6M
Rockbridge Investment Management, LCC 0.20% No change 6,517 $1.6M
Baron Financial Group, LLC 0.97% Add +7.3% 6,506 $1.6M
TPG Financial Advisors, LLC 0.68% Add +127.7% 6,464 $1.6M
Global Wealth Management Investment Advisory, Inc. 0.32% Add +4.8% 6,459 $1.6M
Upper Left Wealth Management, LLC 1.32% Add +3.0% 6,436 $1.5M
New Covenant Trust Company, N.A. 1.53% Reduce -1.0% 6,434 $1.5M
Santori & Peters, Inc. 0.59% Add +1.3% 6,397 $1.5M
Topsail Wealth Management, LLC 0.33% — 6,386 $1.5M
Opulen Financial Group LLC 1.39% — 6,351 $1.5M
Cassady Schiller Wealth Management, LLC 0.56% Reduce -5.2% 6,350 $1.5M
Allegheny Financial Group 0.39% Add +17.4% 6,315 $1.5M
Wellspring Financial Advisors, LLC 0.16% Add +0.0% 6,311 $1.5M
Carolinas Wealth Consulting LLC 0.30% Add +0.3% 6,302 $1.5M
Ofc Financial Planning, LLC 1.59% — 6,293 $1.5M
Sanctuary Wealth Management, L.L.C. 1.00% Add +78.4% 6,289 $1.5M
Clear Creek Financial Management, LLC 0.16% Add +0.3% 6,268 $1.5M
USAdvisors Wealth Management, LLC 0.49% Reduce -2.8% 6,264 $1.5M
Edge Financial Advisors LLC 1.34% Reduce -0.1% 6,233 $1.5M
Bell Investment Advisors, Inc 0.28% Add +3.9% 6,192 $1.5M
Cibc World Market Inc. 0.00% Add +9.9% 6,185 $1.5M
Refined Wealth Management 1.13% Reduce -0.4% 6,182 $1.5M
Seven Springs Wealth Group, LLC 0.57% No change 6,171 $1.5M
Westover Capital Advisors, LLC 0.32% Reduce -50.4% 6,127 $1.5M
Simplex Trading, LLC 0.04% New 6,122 $1.5M
Caitlin John, LLC 0.99% Reduce -5.1% 6,085 $1.5M
Forte Capital LLC 0.16% Reduce -15.0% 6,083 $1.5M
CHB Investment Group, LLC 0.79% Reduce -7.6% 6,050 $1.5M
Gray Private Wealth, LLC 0.87% Add +0.1% 6,043 $1.5M
Global Strategic Investment Solutions, LLC 0.17% Reduce -2.6% 6,026 $1.4M
Kendall Capital Management 0.42% No change 6,025 $1.4M
First American Bank 0.10% Add +6.0% 6,009 $1.4M
S&T Bank 0.46% No change 5,999 $1.4M
Cornerstone Wealth Group, LLC 0.12% Add +5.1% 5,977 $1.4M
Sightline Wealth Advisors, LLC 0.77% Reduce -4.6% 5,973 $1.4M
Madden Advisory Services, Inc. 0.67% Reduce -0.6% 5,967 $1.4M
Berkeley Capital Partners, LLC 0.40% Add +1.4% 5,948 $1.4M
Root Financial Partners, LLC 0.18% Add +24.5% 5,946 $1.4M
Howland Capital Management LLC 0.06% Add +3.8% 5,935 $1.4M
Keel Point, LLC 0.11% Add +7.4% 5,935 $1.4M
Dogwood Wealth Management LLC 0.75% No change 5,932 $1.4M
Schrum Private Wealth Management LLC 1.19% Reduce -38.0% 5,862 $1.4M
Independence Bank of Kentucky 0.22% Add +11.3% 5,858 $1.4M
Muirfield Wealth Advisors LLC 1.15% Add +5.3% 5,827 $1.4M
Greenleaf Trust 0.01% Add +1.1% 5,805 $1.4M
DBK Financial Counsel, LLC 1.40% Reduce -0.8% 5,782 $1.4M
Gibson Capital, LLC 0.28% No change 5,771 $1.4M
Cascade Financial Partners, LLC 0.18% Reduce -0.2% 5,770 $1.4M
Vantage Financial Partners, LLC 0.35% Reduce -13.2% 5,767 $1.4M
Clifford Swan Investment Counsel LLC 0.05% Add +0.0% 5,755 $1.4M
Twin Peaks Wealth Advisors, LLC 0.59% Add +7.8% 5,753 $1.4M
C M Bidwell & Associates Ltd. 0.84% Add +0.4% 5,738 $1.4M
Freedom Financial Partners LLC 0.66% — 5,721 $1.4M
Lam Group, Inc. 0.98% No change 5,705 $1.4M
Private Client Services, LLC 0.73% Reduce -29.1% 5,680 $1.4M
Meridian Wealth Partners, LLC 0.21% Reduce -1.4% 5,662 $1.4M
Cardiff Park Advisors, LLC 0.13% Add +0.6% 5,658 $1.4M
ETF Portfolio Partners, Inc. 0.41% Reduce -23.8% 5,652 $1.4M
Wisconsin Wealth Advisors, LLC 2.00% — 5,641 $1.4M
Modern Wealth Management, LLC 0.05% Add +294.2% 5,617 $1.3M
Proficio Capital Partners LLC 0.11% Add +2.5% 5,615 $1.3M
Grove Street Fiduciary, LLC 0.71% — 5,612 $1.3M
Cornerstone Wealth Advisors, Inc. 0.37% Reduce -4.0% 5,577 $1.3M
Clarity Capital Advisors, LLC 0.90% Add +114.9% 5,571 $1.3M
Parkside Financial Bank & Trust 0.18% Reduce -2.0% 5,564 $1.3M
Coastline Trust Co 0.16% Add +0.3% 5,563 $1.3M
Patriot Financial Group Insurance Agency, LLC 0.18% Add +7.8% 5,550 $1.3M
NorthCrest Asset Manangement, LLC 0.04% New 5,550 $1.3M
Deutsche Bank AG 0.00% Reduce -19.5% 5,547 $1.3M
Adero Partners, LLC 0.09% Reduce -1.8% 5,544 $1.3M
Beese Fulmer Investment Management, Inc. 0.11% Add +21.6% 5,533 $1.3M
Quadrant Capital Group LLC 0.09% Reduce -0.8% 5,525 $1.3M
Defined Wealth Management, LLC 0.88% Reduce -0.4% 5,510 $1.3M
Tranquility Partners, LLC 0.50% Add +2.6% 5,439 $1.3M
Capital Investment Advisors, LLC 0.03% Add +11.3% 5,480 $1.3M
Quantinno Capital Management LP 0.01% Add +22.3% 5,479 $1.3M
Nabity-Jensen Investment Management Inc 0.99% Add +3.6% 5,457 $1.3M
Carnegie Investment Counsel 0.04% Add +6.4% 5,439 $1.3M
KMG Fiduciary Partners, LLC 0.11% Add +0.0% 5,434 $1.3M
Belpointe Asset Management LLC 0.08% Reduce -14.0% 5,575 $1.3M
TFG Advisers LLC 0.47% Add +1.8% 5,410 $1.3M
King Wealth Management Group 0.19% New 5,403 $1.3M
Barrow Hanley Mewhinney & Strauss LLC 0.00% New 5,397 $1.3M
Bryn Mawr Trust Advisors, LLC 0.07% Reduce -7.2% 5,392 $1.3M
Silverlake Wealth Management LLC 0.50% Reduce -13.6% 5,386 $1.3M
SC&H Financial Advisors, Inc. 0.27% No change 5,376 $1.3M
Jeppson Wealth Management, LLC 0.47% Reduce -0.0% 5,362 $1.3M
Regatta Capital Group, LLC 0.25% Add +40.0% 5,317 $1.3M
Blue Trust, Inc. 0.02% Reduce -24.4% 5,313 $1.3M
Flagship Wealth Advisors, LLC 0.75% — 5,294 $1.3M
Addison Capital Co 0.51% Add +26.4% 5,293 $1.3M
Maia Wealth LLC 0.27% Add +14.4% 5,067 $1.3M
FIDELIS iM, LLC 0.61% No change 5,200 $1.2M
O'ROURKE & COMPANY, Inc 0.61% Add +3.5% 5,192 $1.2M
Heritage Wealth Management, Inc. 0.41% Add +2.6% 5,189 $1.2M
LexAurum Advisors, LLC 0.25% Add +296.7% 5,165 $1.2M
Patron Partners, LLC 0.67% Add +14.3% 5,141 $1.2M
First Business Financial Services, Inc. 0.12% No change 5,129 $1.2M
Choate Investment Advisors 0.03% No change 5,121 $1.2M
National Philanthropic Trust 0.02% Add +0.3% 5,114 $1.2M
Delta Financial Advisors LLC 0.46% Add +4.2% 5,111 $1.2M
CPA Asset Management Group, LLC 0.57% No change 5,094 $1.2M
Gryphon Financial Partners LLC 0.18% Reduce -6.1% 5,091 $1.2M
Strategic Financial Partners, Ltd. 0.62% Add +2.6% 5,075 $1.2M
Founders Financial Alliance, LLC 0.33% Reduce -1.0% 5,063 $1.2M
Laird Norton Wetherby Wealth Management, LLC 0.06% Add +0.1% 5,060 $1.2M
Cidel Asset Management Inc. 0.08% No change 5,046 $1.2M
Revisor Wealth Management LLC 1.12% Reduce -9.7% 5,038 $1.2M
Dagco, Inc. 0.40% Reduce -11.8% 5,035 $1.2M
Moneywise, Inc. 0.60% Reduce -3.9% 5,008 $1.2M
SwitchPoint Financial Planning, LLC 1.15% — 5,006 $1.2M
Park National Corp. 0.04% Add +2.4% 5,005 $1.2M
Elser Financial Planning, Inc 0.07% No change 5,003 $1.2M
Family Firm, Inc. 0.27% Reduce -4.3% 4,987 $1.2M
Susquehanna International Group, LLP 0.00% Reduce -80.8% 4,984 $1.2M
Ranch Capital Advisors Inc. 0.56% Add +0.0% 4,952 $1.2M
BSW Wealth Partners 0.17% Add +19.5% 4,945 $1.2M
Fortitude Family Office, LLC 0.42% Reduce -5.2% 4,940 $1.2M
Journey Advisory Group, LLC 0.14% No change 5,425 $1.2M
Mosaic Family Wealth Partners, LLC 0.17% No change 4,922 $1.2M
KCM Investment Advisors LLC 0.04% Add +0.8% 4,918 $1.2M
Cherrydale Wealth Management, LLC 0.46% Add +0.7% 4,905 $1.2M
Hilltop Holdings Inc. 0.07% Add +10.7% 4,900 $1.2M
Round Rock Advisors LLC 0.24% Add +18.9% 4,876 $1.2M
Rockwood Wealth Management, LLC 0.13% Reduce -11.6% 4,862 $1.2M
Probity Advisors, Inc. 0.22% Reduce -12.4% 4,841 $1.2M
Advocate Group LLC 0.22% Add +6.3% 4,837 $1.2M
Lowe Brockenbrough & Co. Inc. 0.07% Reduce -1.4% 4,834 $1.2M
Investment Counsel Co. of Nevada 2.93% — 4,803 $1.2M
Cascade Wealth Advisors, Inc 0.78% Reduce -8.2% 4,781 $1.1M
Everhart Financial Group, Inc. 0.24% Add +5.8% 4,778 $1.1M
Fairway Wealth LLC 0.52% Add +7.2% 4,761 $1.1M
Colonial Trust Co / SC 0.17% Reduce -5.6% 4,751 $1.1M
Uptick Partners, LLC 0.41% Reduce -12.6% 4,747 $1.1M
Capital City Trust Co. 0.28% Add +24.5% 4,725 $1.1M
Vista Investment Management 0.42% Reduce -3.0% 4,656 $1.1M
Private Trust Co. NA 0.11% Add +26.5% 4,646 $1.1M
Meridian Investment Counsel Inc. 0.33% Add +13.4% 4,642 $1.1M
Jag Capital Management, LLC 0.16% No change 4,627 $1.1M
Fortress Private Ledger, LLC 0.67% — 4,590 $1.1M
Retirement Planning Group, LLC 0.06% Add +0.1% 4,575 $1.1M
Medallion Wealth Advisors, LLC 0.54% — 4,760 $1.1M
Somerset Group LLC 1.00% Reduce -4.0% 4,565 $1.1M
UNIVEST FINANCIAL Corp 0.07% Add +149.2% 4,555 $1.1M
Stillwater Capital Advisors, LLC 0.14% Reduce -8.6% 4,543 $1.1M
Security National Bank of So Dak 0.61% No change 4,527 $1.1M
Hall Capital Management Co. Inc. 0.50% — 4,493 $1.1M
Oxbow Advisors, LLC 0.13% Reduce -3.6% 4,484 $1.1M
WMS Partners, LLC 0.06% Reduce -18.7% 4,480 $1.1M
Claris Financial LLC 0.71% — 4,475 $1.1M
Elevatus Welath Management 0.37% Reduce -7.6% 4,462 $1.1M
Consultiva Wealth Management, Corp. 5.37% Reduce -4.2% 4,459 $1.1M
Sunbeam Capital Management, LLC 0.99% — 4,456 $1.1M
Hirtle & Co., LLC 0.05% Reduce -28.9% 4,417 $1.1M
Foundations Investment Advisors, LLC 0.02% Add +13.5% 4,411 $1.1M
Laurel Wealth Planning LLC 0.68% Reduce -6.0% 4,406 $1.1M
Elyxium Wealth, LLC 0.64% Add +24.9% 4,385 $1.1M
NorthLanding Financial Partners, LLC 1.06% Add +2.1% 4,384 $1.1M
Diversified Portfolios, Inc. 0.11% Add +0.3% 4,366 $1.0M
Richardson Financial Services Inc. 0.73% Reduce -28.2% 4,327 $1.0M
Cooper Financial Group 0.12% Add +10.9% 4,313 $1.0M
Bank of Marin 0.82% No change 4,300 $1.0M
Beaumont Financial Advisors, LLC 0.08% Add +6.5% 4,297 $1.0M
Naples Global Advisors, LLC 0.10% Add +0.1% 4,282 $1.0M
TABR Capital Management, LLC 0.90% — 4,279 $1.0M
Sachetta, LLC 0.41% Reduce -0.2% 4,271 $1.0M
Harbor Investment Advisory, LLC 0.10% Reduce -2.7% 4,260 $1.0M
Verus Financial Partners, Inc. 0.11% Reduce -3.5% 4,293 $1.0M
Asset Dedication, LLC 0.08% Reduce -70.3% 4,241 $1.0M
Forefront Analytics, LLC 0.47% Reduce -4.8% 4,238 $1.0M
Biltmore Family Office, LLC 0.17% No change 4,226 $1.0M
Oak Wealth Advisors LLC 0.78% — 4,213 $1.0M
Florida Financial Advisors, LLC 0.45% Add +67.7% 4,212 $1.0M
Financial Advisors Network, Inc. 0.17% — 4,189 $1.0M
Innovative Wealth Building LLC 0.90% — 4,163 $1.0M
Smith Chas P & Associates Pa Cpas 0.06% No change 4,152 $998K
Acas, LLC 0.74% Reduce -10.5% 3,979 $997K
Disciplined Investments, LLC 0.49% Add +0.1% 4,144 $996K
Tidal Investments LLC 0.01% New 4,138 $994K
Lodestar Private Asset Management LLC 0.12% Add +2.9% 4,128 $992K
1ST Source Bank 0.06% No change 4,114 $989K
High Net Worth Advisory Group LLC 0.28% Add +17.7% 4,103 $987K
Riverview Trust Co 0.90% Reduce -3.9% 4,097 $984K
Luminvest Wealth Management LLC 0.40% Add +0.1% 4,086 $982K
Droms Strauss Advisors Inc. /Mo/ 0.32% Reduce -0.4% 4,078 $980K
Wealthedge Investment Advisors, LLC 0.44% — 4,074 $979K
Wells Trecaso Financial Group, LLC 0.32% Add +0.1% 4,068 $977K
Tme Financial, Inc. 0.91% — 4,106 $974K
Lee Danner & Bass Inc. 0.08% Add +0.0% 4,031 $968K
McLean Asset Management Corp 0.29% Reduce -53.8% 4,028 $968K
Cahill Wealth Management, LLC 0.49% Reduce -0.2% 4,026 $967K
2UniFi Bank 0.64% — 4,024 $967K
Northeast Financial Consultants Inc 0.04% Add +39.9% 4,019 $966K
Washburn Capital Management, Inc. 0.60% Add +102.6% 4,009 $963K
Valley Forge Investment Consultants Inc. Adv 0.33% Add +0.8% 3,998 $961K
River Wealth Advisors LLC 0.13% Reduce -0.2% 3,992 $959K
John W. Brooker & Co., CPAs 0.41% Reduce -3.0% 3,972 $954K
L.K. Benson & Company, P.C. 0.67% — 3,958 $951K
Conservest Capital Advisors, Inc. 0.10% Add +0.6% 3,956 $950K
American Money Management, LLC 0.19% Reduce -7.3% 3,954 $950K
SFG Wealth Management, LLC. 0.50% Reduce -1.5% 3,953 $950K
Traynor Capital Management, Inc. 0.07% Reduce -4.2% 3,942 $947K
Level Financial Advisors 0.35% Add +44.0% 3,942 $947K
Boston Financial Mangement LLC 0.03% No change 3,939 $946K
XML Financial, LLC 0.09% Add +16.2% 3,928 $944K
FreeGulliver LLC 0.49% Add +0.9% 3,918 $941K
Balanced Rock Investment Advisors LLC 0.74% Reduce -3.9% 3,918 $941K
Carlson Capital Management 0.04% Add +5.0% 3,905 $938K
Fiduciary Alliance LLC 0.09% Add +8.1% 3,903 $938K
Fairview Capital Investment Management, LLC 0.05% Add +2.6% 3,896 $936K
Kovack Advisors, Inc. 0.09% Add +14.9% 3,890 $935K
Optimum Investment Advisors 0.41% Add +11.5% 3,865 $929K
SignalPoint Asset Management, LLC 0.23% Reduce -8.8% 3,851 $925K
Grant/GrossMendelsohn, LLC 0.48% Add +27.4% 3,847 $924K
Fort Washington Investment Advisors Inc. 0.01% Add +0.4% 3,843 $923K
Mustard Seed Financial, LLC 0.75% Add +7.5% 3,831 $920K
Landmark Wealth Management, LLC 0.41% Reduce -0.2% 3,822 $918K
FC Advisory LLC 0.31% Reduce -2.0% 3,819 $918K
Geometric Wealth Advisors 0.17% Add +8.5% 3,818 $917K
Kuhn & Co Investment Counsel 0.78% Reduce -1.0% 3,813 $916K
Freedom Investment Management, Inc. 0.08% Add +15.7% 3,806 $915K
Luminist Capital LLC 1.60% — 3,804 $914K
Bordeaux Wealth Advisors LLC 0.15% Reduce -3.8% 3,792 $911K
Libra Wealth LLC 0.35% No change 3,787 $910K
Discipline Wealth Solutions, LLC 0.42% Reduce -7.1% 3,770 $906K
Investor's Fiduciary Advisor Network, LLC 0.34% — 3,752 $901K
Truepoint, Inc. 0.02% Reduce -0.6% 3,724 $895K
Sound View Wealth Advisors Group, LLC 0.07% Reduce -10.2% 3,715 $893K
DMKC Advisory Services, LLC 0.81% — 3,714 $892K
JT Stratford LLC 0.15% Add +1.8% 3,685 $889K
Eagle Bluffs Wealth Management LLC 0.48% Add +0.6% 3,685 $885K
M3 Advisory Group, LLC 0.63% Add +11.5% 3,684 $885K
MorganRosel Wealth Management, LLC 0.29% Add +7.4% 3,670 $882K
Waterford Advisors, LLC 0.45% Reduce -3.5% 3,665 $881K
GEN Financial Management, INC. 0.57% — 3,649 $877K
Southland Equity Partners LLC 0.20% Add +0.3% 3,648 $876K
Clark Wealth Partners 0.68% — 3,645 $876K
LifePlan Investment Advisors, Inc. 0.54% Add +7.5% 3,619 $870K
Winthrop Capital Management, LLC 0.23% No change 3,616 $868K
V2 Financial group LLC 0.53% Reduce -0.6% 3,604 $866K
Lionshead Wealth Management, LLC 0.63% — 3,600 $865K
Silver Oak Advisory Group, Inc. 0.46% Add +0.1% 3,604 $865K
Montag & Caldwell, LLC 0.18% Reduce -1.1% 3,598 $865K
Lutz Financial Services LLC 0.07% No change 3,592 $863K
Cohen Investment Advisors LLC 0.52% Add +6.3% 3,588 $862K
Cobblestone Capital Advisors LLC 0.05% Add +30.6% 3,585 $861K
Exchange Capital Management, Inc. 0.14% Reduce -9.0% 3,574 $859K
Meritage Portfolio Management 0.05% Reduce -1.9% 3,573 $859K
REDW Wealth LLC 0.30% Add +11.0% 3,573 $859K
180 Wealth Advisors, LLC 0.13% Add +5.8% 3,550 $853K
Earnest Partners LLC 0.00% New 3,548 $853K
Russell Investments Group, Ltd. 0.00% Add +15.6% 3,530 $848K
Werba Rubin Papier Wealth Management 0.20% Add +0.1% 3,526 $847K
Quadcap Wealth Management, LLC 0.12% Reduce -18.3% 3,510 $844K
Safeguard Financial, LLC 0.18% Reduce -0.8% 3,507 $843K
Bedel Financial Consulting, Inc. 0.12% Add +23.9% 3,354 $841K
Bearing Point Capital, LLC 0.18% — 3,497 $840K
Secure Asset Management, LLC 0.13% Add +1.0% 3,492 $839K
DiNuzzo Private Wealth, Inc. 0.11% Reduce -24.1% 3,864 $839K
HUB Investment Partners, LLC 0.04% Add +26.5% 3,483 $837K
PGIM Custom Harvest LLC 0.02% Add +19.9% 3,480 $836K
Victory Financial Group, LLC 0.22% — 3,478 $836K
Trust Point Inc. 0.06% No change 3,475 $835K
NorthStar Asset Management LLC 0.53% Add +1.9% 3,466 $833K
Guyasuta Investment Advisors Inc. 0.05% Add +11.5% 3,452 $829K
Pinnacle Wealth Planning Services, Inc. 0.12% New 3,448 $828K
Vise Technologies, Inc. 0.07% Add +91.3% 3,446 $828K
Mission Creek Capital Partners, Inc. 0.18% Add +20.1% 3,437 $826K
Atlas Capital Advisors Inc. 0.10% Reduce -1.7% 3,428 $824K
Rodgers & Associates, LTD 0.10% No change 3,426 $823K
North Star Investment Management Corp. 0.06% Add +0.5% 3,419 $822K
Sapient Capital LLC 0.02% Add +19.0% 3,413 $820K
Greenwood Capital Associates LLC 0.11% Reduce -24.6% 3,411 $820K
Segment Wealth Management, LLC 0.06% Add +0.3% 3,406 $818K
Marks Group Wealth Management, Inc 0.08% Add +0.2% 3,404 $818K
Bangor Savings Bank 0.08% Reduce -0.9% 3,388 $814K
Planning Directions Inc. 0.47% Reduce -6.2% 3,377 $811K
Mayflower Financial Advisors, LLC 0.12% Reduce -7.0% 3,375 $811K
Charter Oak Capital Management, LLC 0.08% Add +1.8% 3,374 $811K
Blue Bell Private Wealth Management, LLC 0.15% No change 3,373 $810K
Ashton Thomas Securities, LLC 0.22% Reduce -3.0% 3,358 $807K
Verdence Capital Advisors LLC 0.06% Add +90.7% 3,347 $804K
Franklin, Parlapiano, Turner & Welch, LLC 0.22% No change 3,345 $804K
Midland Wealth Advisors, LLC 0.05% Reduce -12.7% 3,341 $803K
Schechter Investment Advisors, LLC 0.06% Add +33.2% 3,336 $802K
Bank of New Hampshire 0.21% No change 3,331 $800K
Rosenblum Silverman Sutton S F Inc. 0.20% Reduce -4.0% 3,323 $798K
Shayne & Jacobs, LLC 0.21% No change 3,320 $798K
Lyell Wealth Management, LP 0.07% Reduce -9.0% 3,315 $797K
Becker Capital Management Inc. 0.03% No change 3,314 $796K
Golden State Wealth Management, LLC 0.12% — 3,311 $796K
Graney & King, LLC 0.60% — 3,310 $795K
Sterling Wealth Advisors Inc 0.62% — 3,308 $795K
F/m Investments LLC 0.03% Add +5.2% 3,305 $794K
Arista Wealth Management, LLC 0.19% Reduce -0.5% 3,297 $792K
Birchcreek Wealth Management, LLC 0.50% Add +4.2% 3,282 $789K
Brown Brothers Harriman & Co. 0.01% Add +18.2% 3,282 $789K
Advyzon Investment Management, LLC 0.30% — 3,257 $783K
ARK & TLK Investments, LLC 0.27% No change 3,247 $780K
Matrix Private Capital Group LLC 0.44% Add +1.6% 3,243 $779K
Waterloo Capital, L.P. 0.08% Reduce -21.1% 3,241 $779K
Bath Savings Trust Co 0.08% Add +5.4% 3,238 $778K
Flywheel Private Wealth LLC 0.71% — 3,230 $776K
First Trust Advisors LP 0.00% New 3,221 $774K
Post Resch Tallon Group Inc. 0.75% — 3,217 $772K
Moss Adams Wealth Advisors LLC 0.08% New 3,203 $770K
Zions Bancorporation, N.A. 0.05% No change 3,195 $768K
Ewa, LLC 0.29% Add +9.1% 3,188 $766K
WealthShield Partners, LLC 0.11% Reduce -2.3% 3,174 $763K
Cannon Wealth Management Services, LLC 0.66% Add +23.5% 3,091 $762K
First Hawaiian Bank 0.02% New 3,166 $761K
Stratos Investment Management, LLC 0.05% Add +51.4% 3,159 $759K
West Coast Financial LLC 0.08% No change 3,157 $759K
Apexium Financial, LP 0.05% Add +12.5% 3,154 $758K
Alteri Wealth LLC 0.21% — 3,150 $757K
Aspen Grove Capital, LLC 0.16% Add +7.5% 3,141 $755K
Baker Boyer National Bank 0.26% Reduce -0.3% 3,133 $753K
Estate Counselors, LLC 0.08% Add +144.5% 3,130 $752K
Willis Johnson & Associates, Inc. 0.06% Add +0.7% 3,110 $747K
Madison Asset Management, LLC 0.01% New 3,106 $746K
Madison Investment Advisors, LLC 0.01% — 3,106 $746K
Trevian Wealth Management LLC 0.55% Add +0.1% 3,103 $746K
Plante Moran Financial Advisors, LLC 0.06% Add +90.5% 3,080 $740K
Northstar Group, Inc. 0.13% Add +0.2% 3,073 $739K
MJP Associates Inc. 0.13% Add +1.1% 3,071 $738K
Glassman Wealth Services 0.12% No change 3,046 $732K
Twin Focus Capital Partners, LLC 0.11% Reduce -45.9% 3,036 $730K
Marathon Strategic Advisors, LLC 0.79% Reduce -1.5% 3,035 $729K
PKS Advisory Services, LLC 0.18% — 3,033 $729K
Pines Wealth Management, LLC 0.32% — 3,061 $729K
IFG Advisory, LLC 0.04% New 3,027 $727K
Sound Financial Strategies Group, LLC 0.60% Reduce -8.3% 3,013 $724K
Passive Capital Management, LLC. 0.25% Add +49.7% 3,012 $724K
Evernest Financial Advisors, LLC 0.19% No change 3,008 $723K
Pacific Point Advisors, LLC 0.44% — 2,908 $723K
Pachira Investments Inc. 0.44% Reduce -0.2% 3,007 $722K
Pettyjohn, Wood & White, Inc. 0.13% Add +0.1% 3,003 $722K
Operose Advisors LLC 0.25% No change 2,994 $719K
Astra Wealth Partners LLC 0.68% — 2,979 $716K
Family CFO Inc 0.39% Add +4.1% 2,974 $715K
Farmers National Bank 0.21% — 2,972 $714K
Denver PWM, LLC 0.28% Reduce -0.7% 2,971 $714K
J2 Capital Management Inc 0.67% — 2,950 $709K
Linscomb Wealth, Inc. 0.04% Add +0.1% 2,937 $706K
GDS Wealth Management 0.06% Reduce -1.3% 2,917 $701K
Canvas Wealth Advisors, LLC 0.18% Add +153.7% 2,915 $700K
Fisher Asset Management 0.00% Add +102.3% 2,901 $697K
Keb Asset Management, LLC 0.20% Reduce -4.5% 2,890 $694K
Fairscale Capital, LLC 0.59% No change 2,865 $688K
Catalyst Financial Partners LLC 0.13% Reduce -3.3% 2,864 $688K
Wescott Financial Advisory Group, LLC 0.07% Reduce -12.3% 2,856 $686K
German American Bancorp, Inc. 0.07% Reduce -1.2% 2,849 $685K
Team Hewins, LLC 0.27% Reduce -0.3% 2,846 $684K
Olde Wealth Management, LLC 0.24% Reduce -0.3% 2,837 $681K
Venturi Wealth Management, LLC 0.03% Add +0.8% 2,806 $674K
Francis Financial, Inc. 0.17% Reduce -8.6% 2,795 $672K
TCTC Holdings, LLC 0.02% No change 2,784 $669K
UMB Bank, n.a. 0.01% Reduce -30.7% 2,779 $668K
Atwater Malick LLC 0.22% No change 2,775 $667K
Quest 10 Wealth Builders, Inc. 0.66% — 2,774 $667K
Cambridge Financial Group, LLC 0.28% Add +5.5% 2,745 $660K
Chartist Inc. 0.34% Reduce -2.6% 2,745 $660K
Cannell & Spears LLC 0.01% Add +17.5% 2,744 $659K
Trek Financial, LLC 0.05% Add +92.2% 2,743 $659K
Fingerlakes Wealth Management, Inc. 0.53% Reduce -0.1% 2,743 $659K
HHM Wealth Advisors, LLC 0.09% No change 2,725 $655K
Hutchens & Kramer Investment Management Group, LLC 0.35% Reduce -0.9% 2,712 $652K
Nomura Asset Management Co. Ltd. 0.00% Add +285.7% 2,700 $649K
Obsidian Cio, LLC 0.12% New 2,700 $649K
Sigma Investment Counselors Inc. 0.04% Add +7.0% 2,699 $649K
BBR Partners, LLC 0.05% Add +0.1% 2,697 $648K
Websterrogers Financial Advisors, LLC 0.22% Add +0.1% 2,695 $648K
My Personal CFO, LLC 0.33% Add +0.5% 2,689 $646K
MBL Wealth, LLC 0.06% No change 2,675 $643K
DGS Capital Management, LLC 0.16% Reduce -9.9% 2,670 $641K
Accel Wealth Management 0.24% Add +5.1% 2,666 $641K
Nia Impact Advisors, LLC 0.21% No change 2,660 $639K
Resurgent Financial Advisors LLC 0.38% New 2,660 $639K
Chapin Davis, Inc. 0.21% No change 2,688 $638K
Moser Wealth Advisors, LLC 0.33% Add +1.1% 2,643 $635K
Avalon Trust Co 0.05% Reduce -2.9% 2,637 $634K
Eagle Strategies LLC 0.11% Reduce -75.4% 2,637 $634K
Tumwater Wealth Management, LLC 0.33% — 2,635 $633K
Wingate Wealth Advisors, Inc. 0.62% — 2,632 $632K
AllSquare Wealth Management LLC 0.36% Add +9.6% 2,630 $632K
Strategic Investment Solutions, Inc. 0.21% Reduce -17.5% 2,872 $632K
Centaurus Financial, Inc. 0.04% Add +2.1% 2,624 $631K
Riverpoint Wealth Management Holdings, LLC 0.16% Add +0.7% 2,626 $631K
Mascagni Wealth Management, Inc. 0.63% — 2,845 $631K
Adapt Wealth Advisors, LLC 0.31% Reduce -18.1% 2,625 $631K
Retirement Guys Formula LLC 0.32% Add +83.3% 2,625 $631K
Plancorp, LLC 0.03% Add +17.5% 2,615 $628K
First County Bank 0.35% Add +13.6% 2,607 $626K
Litman Gregory Wealth Management LLC 0.05% No change 2,593 $623K
Nicolet Bankshares Inc. 0.12% No change 2,586 $621K
Willow Creek Wealth Management Inc. 0.06% No change 2,586 $621K
Asset Allocation & Management Company, LLC 0.34% Reduce -26.9% 2,585 $621K
MAS Advisors LLC 1.04% Reduce -9.9% 2,575 $619K
McCollum Christoferson Group LLC 0.18% Add +10.1% 2,573 $618K
New Century Financial Group, LLC 0.26% Reduce -29.1% 2,538 $618K
Transcendent Capital Group LLC 0.32% Add +0.2% 2,561 $615K
Armbruster Capital Management, Inc. 0.12% Add +0.2% 2,545 $612K
Outlook Wealth Advisors, LLC 0.17% Add +0.6% 2,536 $609K
Quadrant Private Wealth Management, LLC 0.15% Add +26.4% 2,536 $609K
Hill Investment Group Partners, LLC 0.08% Add +95.6% 2,529 $608K
Arete Wealth Advisors, LLC 0.04% Add +104.6% 2,523 $607K
Birch Hill Investment Advisors LLC 0.03% Reduce -0.2% 2,521 $606K
McGuire Investment Group, LLC 0.09% Reduce -41.2% 2,516 $605K
Principal Financial Group Inc. 0.00% Add +11.6% 2,516 $605K
Etesian Wealth Advisors, Inc. 0.27% Reduce -9.3% 2,510 $603K
Steel Grove Capital Advisors, LLC 0.08% Reduce -18.6% 2,501 $601K
Searle & Co. 0.17% No change 2,500 $601K
PFW Advisors LLC 0.18% — 2,494 $599K
Texas Capital Bank Wealth Management Services Inc 0.06% Add +2.2% 2,482 $596K
Summit Wealth & Retirement Planning, Inc. 0.18% Add +8.7% 2,475 $595K
Merriman Wealth Management, LLC 0.02% Reduce -0.1% 2,461 $591K
Advisory Resource Group 0.13% Add +1.0% 2,459 $591K
Nestegg Advisors, Inc. 0.59% — 2,356 $587K
MPWM Advisory Solutions, LLC 0.43% — 2,444 $587K
1900 Wealth Management LLC 0.05% Add +1.2% 2,443 $587K
Montecito Bank & Trust 0.10% Reduce -0.3% 2,436 $585K
IMG Wealth Management, Inc. 0.54% — 2,433 $585K
Capital Advisors, Ltd. LLC 0.07% Add +0.1% 2,431 $584K
Nikulski Financial, Inc. 0.17% Reduce -3.0% 2,429 $584K
Glaxis Capital Management, LLC 1.61% Add +0.7% 2,423 $582K
Wealth Dimensions Group, Ltd. 0.14% Add +19.7% 2,422 $582K
First Interstate Bank 0.04% Add +3.8% 2,418 $581K
Grandfield & Dodd, LLC 0.04% No change 2,404 $578K
Elevation Wealth Partners, LLC 0.24% Reduce -0.8% 2,400 $577K
Thomasville National Bank 0.04% No change 2,400 $577K
Advisory Alpha, LLC 0.02% Reduce -15.1% 2,393 $575K
Novem Group 0.09% — 2,390 $574K
Old Second National Bank of Aurora 0.13% Reduce -2.9% 2,385 $573K
Main Street Group, LTD 0.24% Add +4.8% 2,373 $570K
Penobscot Investment Management Company, Inc. 0.05% Add +1.6% 2,359 $567K
Griffin Asset Management, Inc. 0.07% Add +29.6% 2,358 $567K
Fortitude Advisory Group L.L.C. 0.34% Add +4.8% 2,353 $565K
Penobscot Wealth Management 0.26% Add +0.4% 2,353 $565K
My Legacy Advisors, LLC 0.22% New 2,297 $565K
Keystone Financial Services 0.22% No change 2,344 $563K
Pinnacle Bancorp, Inc. 0.18% Add +6.9% 2,333 $561K
Rothschild Investment LLC 0.04% Add +2.9% 2,333 $561K
NWF Advisory Services Inc. 0.08% Reduce -19.5% 2,322 $558K
Mattern Capital Management, LLC 0.07% Add +1.7% 2,321 $558K
Capital Square, LLC 0.32% Add +130.6% 2,209 $556K
Arkadios Wealth Advisors 0.03% Reduce -12.7% 2,316 $556K
Atala Financial Inc 0.39% — 2,310 $555K
Nilsine Partners, LLC 0.06% Add +154.0% 2,306 $554K
Schneider Downs Wealth Management Advisors, LP 0.10% Reduce -7.2% 2,306 $554K
Brown, Lisle/Cummings, Inc. 0.17% Add +0.0% 2,305 $554K
Pecaut & Co. 0.19% Add +1.2% 2,297 $552K
Elk River Wealth Management LLC 0.10% No change 2,295 $551K
Northwest Wealth Management, LLC 0.12% Reduce -5.4% 2,293 $551K
Walter & Keenan Wealth Management LLC /in/ 0.17% Reduce -24.0% 2,292 $551K
Redhawk Wealth Advisors, Inc. 0.07% Add +165.2% 2,289 $550K
London Co. of Virginia 0.00% Add +71.9% 2,281 $548K
Delta Financial Group, Inc. 0.13% New 2,280 $548K
Empowered Funds, LLC 0.01% No change 2,280 $548K
NBT Bank, N.A. 0.04% Reduce -25.3% 2,279 $548K
ProVise Management Group, LLC 0.05% Reduce -0.6% 2,276 $547K
Amara Financial, Llc. 0.50% Add +4.5% 2,272 $546K
Gotham Asset Management 0.01% New 2,264 $544K
Milestone Investment Advisors LLC 0.15% No change 2,263 $544K
Fiduciary Financial Group, LLC 0.12% Add +85.1% 2,275 $542K
FAS Wealth Partners, Inc. 0.05% Reduce -9.2% 2,254 $542K
Allen Capital Group, LLC 0.07% Reduce -1.7% 2,250 $541K
Sara-Bay Financial 0.20% Add +18.6% 2,239 $538K
Kiely Wealth Advisory Group, Inc. 0.35% Add +69.1% 2,165 $537K
Inspirion Wealth Advisors, LLC 0.07% Add +1.3% 2,208 $534K
Coppell Advisory Solutions LLC 0.07% Reduce -5.0% 2,222 $534K
Sugarloaf Wealth Management, LLC 0.10% No change 2,210 $531K
Strategic Financial Services, Inc. 0.03% Reduce -5.6% 2,207 $530K
Stonebridge Financial Planning Group, LLC 0.24% Reduce -0.9% 2,199 $528K
LifeGoal Investments, LLC 0.57% — 2,194 $527K
Simplicity Wealth,LLC 0.11% Add +138.4% 2,193 $527K
Gen-Wealth Partners Inc 0.23% No change 2,192 $527K
Parkworth Wealth Management, Inc. 0.44% — 2,191 $526K
Optima Capital LLC 0.36% — 2,185 $525K
Silvercrest Asset Management Group LLC 0.00% No change 2,182 $524K
Aspire Growth Partners LLC 0.51% — 2,162 $520K
Peregrine Asset Advisers, Inc. 0.19% Reduce -10.8% 2,161 $519K
Physician Wealth Advisors, Inc. 0.09% Add +42.5% 2,159 $519K
Insight Advisors, LLC/ PA 0.09% Add +3.4% 2,156 $518K
Christensen, King & Associates Investment Services, Inc. 0.24% Add +0.1% 2,117 $516K
ERn Financial, LLC 0.08% Reduce -5.0% 2,144 $515K
Intergy Private Wealth, LLC 0.19% Add +0.1% 2,136 $513K
Farnam Financial LLC 0.53% Reduce -3.2% 2,129 $512K
Rede Wealth, LLC 0.20% Add +7.0% 2,127 $511K
Cassaday & Co Wealth Management LLC 0.01% Add +10.6% 2,117 $509K
LPWM LLC 0.16% No change 2,100 $505K
Comprehensive Money Management Services LLC 0.42% — 2,099 $504K
Avidian Wealth Enterprises, LLC 0.02% Add +0.3% 2,094 $503K
Lincoln Capital LLC 0.11% Add +46.8% 2,090 $502K
Stockman Wealth Management, Inc. 0.08% Reduce -13.3% 2,089 $502K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -4.3% 2,089 $502K
Elios Financial Group Inc. 0.24% Reduce -4.5% 2,080 $500K
Olistico Wealth, LLC 0.29% Add +0.1% 2,078 $499K
Keeler & Nadler Financial Planning & Wealth Management 0.23% Reduce -20.0% 2,072 $498K
Astoria Portfolio Advisors LLC. 0.18% New 2,047 $496K
Appleton Partners Inc. 0.04% No change 2,066 $496K
TrinityPoint Wealth, LLC 0.07% Add +10.7% 2,062 $495K
Financial & Tax Architects, LLC 0.13% Add +18.8% 2,058 $495K
Hobbs Group Advisors, LLC 0.19% Add +297.1% 2,081 $494K
Armstrong Advisory Group, Inc. 0.04% Reduce -5.5% 2,050 $493K
American Financial & Tax Strategies Inc. 0.26% Reduce -0.3% 2,049 $492K
Smith Asset Management Co., LLC 0.48% — 2,039 $490K
Northwest Quadrant Wealth Management, LLC 0.11% New 2,031 $488K
Paragon Capital Management LLC 0.26% Reduce -4.0% 2,024 $487K
Granite Harbor Advisors, Inc. 0.27% No change 2,022 $486K
Advance Capital Management, Inc. 0.02% Add +21.7% 2,018 $485K
Center For Asset Management LLC 0.31% Add +5.6% 2,013 $484K
Bell Bank 0.04% Reduce -17.3% 2,001 $481K
McCarter Private Wealth Services LLC 0.30% Add +5.8% 2,000 $481K
Harmony Asset Management LLC 0.19% Add +2.9% 1,994 $479K
Norris Perne & French LLP 0.03% No change 1,990 $478K
Heritage Investment Group, Inc. 0.09% No change 1,985 $477K
Park Capital Management, LLC / WI 0.57% — 1,977 $475K
Midwest Capital Advisors, LLC 0.35% — 1,974 $474K
Old National Bancorp 0.01% Reduce -1.9% 1,974 $474K
Ullmann Wealth Partners Group, LLC 0.06% No change 1,967 $473K
Bogart Wealth, LLC 0.02% Add +1.2% 1,965 $472K
Kaizen Financial Strategies 0.27% Add +0.7% 1,962 $471K
Thompson Davis & Co., Inc. 0.30% No change 1,957 $470K
Foster Dykema Cabot & Partners, LLC 0.04% Reduce -6.1% 1,955 $470K
Adamsbrown Wealth Consultants LLC 0.16% Add +4.2% 1,954 $470K
Harbour Investment Management LLC 0.21% No change 1,952 $469K
Madison Wealth Partners, Inc 0.13% Add +0.3% 1,950 $469K
Melone Private Wealth, LLC 0.24% Add +0.4% 1,949 $468K
Synergy Financial Group, LTD 0.39% Add +1.3% 1,948 $468K
Equita Financial Network, Inc. 0.17% Add +0.1% 1,945 $467K
Unique Wealth Strategies, LLC 0.20% Reduce -3.1% 1,942 $467K
GEM Asset Management, LLC 0.26% Add +0.4% 1,939 $466K
Kavar Capital Partners Group, LLC 0.08% No change 1,939 $466K
Lodestone Wealth Management LLC 0.23% Add +0.2% 1,938 $466K
Means Investment Co., Inc. 0.05% Add +0.2% 1,936 $465K
Diversify Advisory Services, LLC 0.03% Reduce -2.8% 1,939 $462K
DecisionPoint Financial, LLC 0.14% Reduce -0.8% 1,906 $458K
Westbourne Investments, Inc. 0.27% — 1,905 $458K
Continental Investors Services, Inc. 0.91% Add +4.0% 1,903 $457K
TrueWealth Advisors, LLC 0.15% Reduce -5.3% 1,902 $457K
NTV Asset Management LLC 0.06% Reduce -0.9% 1,900 $457K
Obermeyer Wealth Partners 0.02% Reduce -28.5% 1,899 $456K
Rik Saylor Financial, Inc. 0.42% — 1,894 $455K
Wealth Management Nebraska 0.07% — 1,887 $453K
Andina Capital Management, LLC 0.37% New 1,886 $453K
Bar Harbor Wealth Management 0.03% Add +0.5% 1,886 $453K
Douglass Winthrop Advisors, LLC 0.01% No change 1,886 $453K
Aerodigm Wealth, LLC 0.27% New 1,883 $452K
Trexquant Investment LP 0.01% Add +45.2% 1,882 $452K
Newport Capital Group, LLC 0.33% Add +1.1% 1,880 $452K
Stephen J. Garry & Associates, LLC 0.42% Reduce -8.1% 1,871 $450K
Shira Ridge Wealth Management 0.22% Add +3.1% 1,870 $449K
Front Row Advisors LLC 0.16% Add +1.3% 1,869 $449K
Lifeworks Advisors, LLC 0.08% Reduce -31.7% 1,868 $449K
Spreng Capital Management, Inc. 0.20% Reduce -0.3% 1,861 $447K
Fortis Capital Management LLC 0.08% Add +22.1% 1,859 $447K
WealthCare Investment Partners, LLC 0.19% Reduce -2.3% 1,860 $446K
Golden Bell Financial Planning LLC 0.45% — 1,854 $445K
Park Square Financial Group, LLC 0.31% — 1,851 $445K
Vision Capital Management, Inc. 0.07% No change 1,847 $444K
Dahring | Cusmano LLC 0.40% — 1,846 $444K
Platform Technology Partners 0.13% Add +1.7% 1,846 $444K
Horst & Graben Wealth Management LLC 0.08% Reduce -7.1% 1,841 $442K
B & T Capital Management DBA Alpha Capital Management 0.08% New 1,836 $441K
Gallagher Capital Advisors, LLC 0.32% — 1,831 $440K
Trademark Financial Management, LLC 0.35% Reduce -7.1% 1,830 $440K
Mascoma Wealth Management LLC 0.11% No change 1,829 $440K
Relyea Zuckerberg Hanson LLC 0.06% Add +1.0% 1,829 $439K
Pasadena Private Wealth, LLC 0.09% Add +86.3% 1,824 $438K
Chemistry Wealth Management LLC 0.10% Add +0.1% 1,822 $438K
Unionview, LLC 0.32% Reduce -3.4% 1,820 $437K
First National Bank of Mount Dora, Trust Investment Services 0.10% No change 1,808 $434K
Total Clarity Wealth Management, Inc. 0.14% Add +11.3% 1,807 $434K
LifeGuide Financial Advisors, LLC 0.19% No change 1,806 $434K
Aprio Wealth Management, LLC 0.06% Reduce -18.6% 1,804 $433K
Noesis Capital Mangement Corp. 0.08% No change 1,803 $433K
International Assets Investment Management, LLC 0.04% New 1,803 $433K
Nautilus Advisors LLC 0.34% — 1,800 $433K
Cape Investment Advisory, Inc. 0.17% Add +58.6% 1,799 $432K
Convergence Financial, LLC 0.09% Reduce -8.2% 1,799 $432K
Hibernia Wealth Partners, LLC 0.33% Reduce -62.3% 1,798 $432K
Transform Wealth, LLC 0.02% Add +32.7% 1,795 $431K
Spinnaker Trust 0.03% No change 1,794 $431K
Meridian Financial Partners LLC 0.23% Add +2.6% 1,792 $431K
Sovran Advisors, LLC 0.06% — 1,777 $431K
Valley National Advisers Inc. 0.08% Reduce -0.2% 1,790 $430K
Unified Investment Management 0.49% — 1,788 $430K
Human Investing LLC 0.08% Reduce -6.0% 1,787 $429K
FF Advisors,LLC 0.29% No change 1,695 $429K
Novus Advisors, LLC 0.43% — 1,785 $429K
Autumn Glory Partners, LLC 0.21% Reduce -50.0% 1,785 $429K
Middleton & Co. Inc. 0.05% No change 1,780 $428K
Lord & Richards Wealth Management, LLC 0.90% — 1,778 $427K
United Advisor Group, LLC 0.08% Reduce -5.1% 1,777 $427K
MainStreet Investment Advisors LLC 0.06% No change 1,770 $425K
Seven Mile Advisory 0.27% No change 1,768 $425K
Evoke Wealth, LLC 0.01% Add +47.6% 1,768 $425K
Missouri Trust & Investment Co 0.15% Reduce -7.6% 1,761 $423K
Tolleson Wealth Management, Inc. 0.09% No change 1,761 $423K
Destination Wealth Management 0.01% Reduce -1.0% 1,754 $421K
RVW Wealth, LLC 0.04% Add +7.3% 1,753 $421K
Legacy Private Trust Co. 0.03% Reduce -2.5% 1,751 $421K
Fort Sheridan Advisors LLC 0.06% Reduce -4.9% 1,750 $421K
Pallas Capital Advisors LLC 0.02% Add +0.8% 1,742 $419K
Journey Strategic Wealth LLC 0.02% Reduce -1.0% 1,740 $418K
Horan Securities, Inc. 0.16% Add +0.4% 1,738 $418K
HBW Advisory Services LLC 0.04% Add +0.8% 1,733 $416K
Beacon Investment Advisory Services, Inc. 0.02% No change 1,733 $416K
Integrity Wealth Solutions LLC 0.23% Add +13.4% 1,730 $416K
TruWealth Advisors, LLC 0.02% Add +0.4% 1,720 $413K
Jefferies Financial Group Inc. 0.00% New 1,718 $413K
Global Financial Private Client, LLC 0.15% Add +0.4% 1,717 $413K
Obsidian Personal Planning Solutions LLC 0.20% Reduce -0.8% 1,647 $411K
Bouchey Financial Group, Ltd. 0.04% Add +1.4% 1,708 $410K
HM Payson & Co. 0.01% Add +11.8% 1,707 $410K
Arthur M. Cohen & Associates, LLC 0.07% No change 1,705 $410K
Confluence Wealth Services, Inc. 0.03% Reduce -0.6% 1,618 $408K
Carret Asset Management, LLC 0.04% No change 1,695 $407K
Wulff, Hansen & Co. 0.38% Add +3.0% 1,690 $406K
Per Stirling Capital Management, LLC. 0.06% Reduce -11.3% 1,689 $406K
IAG Wealth Partners, LLC 0.07% Reduce -4.3% 1,681 $404K
Alta Wealth Advisors LLC 0.18% Reduce -1.4% 1,678 $403K
Antonelli Financial Advisors, LLC 0.34% — 1,677 $403K
GHP Investment Advisors, Inc. 0.02% Reduce -0.4% 1,670 $401K
Comprehensive Financial Planning, Inc. 0.34% — 1,660 $399K
Sterling Investment Counsel, LLC 0.26% New 1,649 $396K
Weitzel Financial Services, Inc. 0.19% Reduce -2.2% 1,632 $396K
Barnes Pettey Financial Advisors, LLC 0.30% Add +0.4% 1,643 $395K
Clearstead Trust, LLC 0.09% Add +0.6% 1,640 $394K
HBK Sorce Advisory LLC 0.01% Reduce -9.4% 1,640 $394K
Interchange Capital Partners, LLC 0.14% Reduce -6.2% 1,637 $393K
Bakala Capital LLC 2.36% Add +0.7% 1,634 $393K
Altiora Financial Group, LLC 0.09% No change 1,631 $392K
Pacific Sage Partners, LLC 0.09% No change 1,629 $391K
Pillar Financial Advisors, LLC 0.30% — 1,629 $391K
Kitching Partners, LLC 0.50% Add +0.7% 1,628 $391K
Tocqueville Asset Management L.P. 0.01% No change 1,618 $389K
Keyvantage Wealth, LLC 0.28% — 1,617 $388K
Baker Tilly Wealth Management, LLC 0.15% Reduce -0.5% 1,611 $387K
Axos Invest Inc. 0.28% Add +1.0% 1,607 $386K
Coastwise Capital Group, LLC 0.31% No change 1,602 $385K
Caldwell Trust Co 0.04% Reduce -3.0% 1,600 $384K
Good Life Advisors, LLC 0.03% Reduce -44.1% 1,595 $383K
WealthTrust Axiom LLC 0.11% No change 1,590 $382K
River Street Advisors LLC 0.19% No change 1,580 $380K
Capital Investment Advisory Services, LLC 0.04% Add +6.8% 1,578 $379K
Parr McKnight Wealth Management Group, LLC 0.05% — 1,576 $379K
TruNorth Capital Management, LLC 0.10% Reduce -0.4% 1,576 $379K
Elmwood Wealth Management, Inc. 0.15% Reduce -6.7% 1,572 $378K
Donor Advised Charitable Giving, Inc. 0.01% No change 1,571 $377K
Madison Park Capital Advisors, LLC 0.30% Reduce -6.9% 1,563 $376K
Sequent Planning LLC 0.14% No change 1,558 $374K
JGP Wealth Management, LLC 0.05% Add +1.9% 1,556 $374K
Morling Financial Advisors, LLC 0.13% No change 1,555 $374K
Warther Private Wealth, LLC 0.13% No change 1,551 $373K
EagleClaw Capital Managment, LLC 0.06% No change 1,550 $372K
Absolute Capital Management, LLC 0.21% Add +15.2% 1,549 $372K
Shepherd Financial Partners LLC 0.04% No change 1,548 $372K
Capital Advisors Wealth Management, LLC 0.07% Add +5.8% 1,547 $372K
Ameriflex Group, Inc. 0.17% — 1,485 $371K
Jim Saulnier & Associates, LLC 0.32% Add +2.4% 1,543 $371K
Key Financial Inc 0.08% Add +6.8% 1,528 $367K
Apriem Advisors 0.04% Add +38.3% 1,525 $366K
Eagle Bay Advisors LLC 0.23% Reduce -4.0% 1,520 $365K
Hardin Capital Partners, LLC 0.22% Reduce -0.2% 1,519 $365K
TAP Consulting, LLC 0.07% Add +0.6% 1,519 $365K
Keener Financial Planning LLC 0.21% Reduce -2.3% 1,515 $364K
Invst, LLC 0.04% Add +16.2% 1,514 $364K
DF Dent & Co. Inc. 0.00% No change 1,510 $363K
Synergy Investment Management, LLC 0.16% — 1,505 $361K
Schmidt P J Investment Management Inc. 0.06% Reduce -0.5% 1,504 $361K
DecisionMap Wealth Management, LLC 0.29% — 1,503 $361K
Maple Capital Management, Inc. 0.03% No change 1,503 $361K
Forum Private Client Group LLC 0.16% Reduce -0.9% 1,501 $361K
Cypress Capital Group 0.04% Reduce -20.8% 1,500 $360K
CFS Investment Advisory Services, LLC 0.03% Add +7.1% 1,499 $360K
GK Wealth Management LLC 0.45% — 1,488 $358K
David Wealth Management LLC 0.29% — 1,482 $356K
Clarius Group, LLC 0.02% No change 1,482 $356K
Hoxton Planning & Management, LLC 0.14% New 1,478 $355K
Clare Market Investments LLC 0.08% Add +16.7% 1,476 $355K
Westmount Partners, LLC 0.11% Reduce -9.7% 1,476 $355K
Curi Capital, LLC 0.01% Add +9.8% 1,474 $354K
LJI Wealth Management, LLC 0.07% No change 1,469 $353K
Cedar Point Capital Partners, LLC 0.24% Reduce -4.5% 1,469 $353K
Windward Private Wealth Management Inc. 0.14% Reduce -7.6% 1,456 $350K
L. Roy Papp & Associates, LLP 0.04% Add +0.1% 1,456 $350K
Benchmark Financial Wealth Advisors, LLC 0.11% Add +59.5% 1,455 $350K
SteelPeak Wealth, LLC 0.01% New 1,453 $349K
NorthRock Partners, LLC 0.01% Add +0.6% 1,449 $348K
Gerber Kawasaki Wealth & Investment Management 0.02% Reduce -8.3% 1,441 $346K
CVA Family Office, LLC 0.05% No change 1,433 $344K
Busey Bank 0.01% Reduce -3.4% 1,432 $344K
Elm3 Financial Group, LLC 0.29% — 1,432 $344K
Strategic Equity Management 0.14% Reduce -0.8% 1,431 $344K
Osborne Partners Capital Management, LLC 0.02% Add +9.4% 1,426 $343K
Detalus Advisors, LLC 0.11% Add +3.4% 1,424 $342K
First Community Trust NA 0.24% Add +0.3% 1,422 $342K
Drake & Associates, LLC 0.10% Add +3.7% 1,369 $339K
Oak Harvest Investment Services 0.05% Reduce -2.8% 1,403 $337K
Stonebridge Financial Group, LLC 0.04% — 1,400 $336K
Austin Private Wealth, LLC 0.03% Add +10.0% 1,399 $336K
Nova R Wealth, Inc. 0.17% Reduce -1.3% 1,397 $336K
Alliance Wealth Advisors, LLC 0.19% No change 1,396 $335K
ZynergyRetirementPlanningLLC 0.24% No change 1,412 $335K
Patrick M Sweeney & Associates, Inc. 0.25% Add +2.4% 1,385 $333K
Tiller Private Wealth, Inc. 0.14% No change 1,385 $333K
ORG Partners LLC 0.05% Add +9.7% 1,384 $332K
WNY Asset Management, LLC 0.04% Add +9.2% 1,383 $332K
Allodium Investment Consultants, LLC 0.28% — 1,382 $332K
ZWJ Investment Counsel Inc. 0.01% Reduce -3.8% 1,382 $332K
Archer Investment Corp 0.09% Reduce -1.1% 1,380 $331K
Opal Wealth Advisors, LLC 0.10% Add +6.7% 1,377 $331K
Clifford Group, LLC 0.25% No change 1,374 $330K
Balentine LLC 0.01% Reduce -3.3% 1,364 $328K
Fairvoy Private Wealth, LLC 0.09% — 1,363 $328K
Crux Wealth Advisors 0.18% — 1,362 $327K
Total Wealth Planning, LLC 0.05% Add +1.4% 1,360 $327K
Millington Financial Advisors, LLC 0.19% Add +10.0% 1,323 $326K
Keebeck Wealth Management 0.05% New 1,357 $326K
Sheets Smith Wealth Management 0.04% No change 1,355 $326K
Kwmg, LLC 0.03% Reduce -0.9% 1,354 $325K
Disciplined Investors, L.L.C. 0.31% — 1,356 $325K
Advisor Resource Council 0.23% Reduce -62.5% 1,352 $325K
Avantax Planning Partners, Inc. 0.01% Reduce -2.2% 1,352 $325K
Blalock Williams, LLC 0.38% — 1,351 $325K
Clark Estates Inc. 0.06% No change 1,350 $324K
Keystone Financial Services, LLC 0.30% — 1,347 $324K
Amplius Wealth Advisors, LLC 0.03% Add +37.2% 1,342 $322K
Flower City Capital 0.20% Reduce -3.6% 1,341 $322K
Beacon Capital Management, LLC 0.04% Reduce -11.4% 1,333 $320K
Signet Financial Management, LLC 0.04% New 1,331 $320K
Certuity, LLC 0.03% Reduce -0.7% 1,330 $320K
WMG Financial Advisors, LLC 0.14% Add +4.4% 1,329 $319K
J. W. Coons Advisors, LLC 0.08% Reduce -38.0% 1,327 $319K
Nixon Peabody Trust Co. 0.03% New 1,327 $319K
Vantage Point Financial LLC 0.17% — 1,326 $319K
Nottingham Advisors, Inc. 0.04% Reduce -64.9% 1,321 $317K
Financial Harvest, LLC 0.27% — 1,318 $317K
SilverOak Wealth Management LLC 0.07% Add +7.4% 1,318 $317K
Hancock Whitney Corp. 0.01% No change 1,314 $316K
Family Office Research LLC 0.14% — 1,313 $316K
Resonant Capital Advisors, LLC 0.02% No change 1,302 $313K
Dravo Bay LLC 0.15% Add +36.0% 1,299 $312K
Angeles Wealth Management, LLC 0.03% No change 1,298 $312K
OLIO Financial Planning 0.11% Reduce -35.3% 1,297 $312K
Traction Financial Partners, LLC 0.24% Add +12.1% 1,296 $311K
Wills Financial Group, Inc. 0.13% No change 1,296 $311K
Cornerstone Advisory, LLC 0.04% Add +0.2% 1,253 $311K
Vestia Personal Wealth Advisors 0.26% Add +2.0% 1,293 $311K
Resources Management Corp. /CT/ 0.04% Reduce -1.5% 1,291 $310K
Tempus Wealth Planning, LLC 0.09% Reduce -2.3% 1,288 $310K
Partners Wealth Management, LLC 0.35% — 1,285 $309K
Covenant Asset Management, LLC 0.07% Reduce -1.8% 1,285 $309K
Farmers Trust Co. 0.06% No change 1,284 $309K
Monograph Wealth Advisors, LLC 0.04% No change 1,278 $307K
Foundation Wealth Management, LLC\PA 0.15% — 1,277 $307K
Smith Thornton Advisors LLC 0.19% No change 1,276 $307K
Valley Financial Group, Inc. 0.21% Add +0.5% 1,274 $306K
Selective Wealth Management, Inc. 0.12% Reduce -16.1% 1,260 $305K
Herold Advisors, Inc. 0.07% No change 1,270 $305K
Oakworth Capital, Inc. 0.02% No change 1,263 $303K
Essex LLC 0.06% Reduce -34.9% 1,263 $303K
Sheaff Brock Investment Advisors, LLC 0.03% Add +42.6% 1,259 $303K
Pitcairn Co. 0.02% No change 1,257 $302K
Transce3nd, LLC 0.10% — 1,256 $302K
KWB Wealth 0.04% No change 1,267 $301K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,205 $300K
Callan Family Office, LLC 0.02% Reduce -13.2% 1,247 $300K
SJS Investment Consulting Inc. 0.05% No change 1,239 $298K
Finward Bancorp 0.26% — 1,238 $297K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.11% No change 1,183 $296K
TPG Advisors LLC 0.23% Add +3.8% 1,230 $296K
Partnership Wealth Management, LLC 0.25% Add +13.7% 1,230 $296K
Martin Worley Group 0.18% — 1,228 $295K
Raffa Wealth Management, LLC 0.07% Add +0.6% 1,227 $295K
Aspect Partners, LLC 0.17% No change 1,226 $295K
L.M. Kohn & Company 0.08% No change 1,224 $294K
Howard Financial Services, LTD. 0.04% New 1,223 $294K
Portland Financial Advisors Inc 0.79% — 1,219 $293K
Live Oak Private Wealth LLC 0.05% No change 1,216 $292K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.06% Add +28.2% 1,213 $292K
Brown Miller Wealth Management, LLC 0.11% Add +5.2% 1,214 $292K
Insigneo Advisory Services, LLC 0.03% Add +21.2% 1,212 $291K
Wbi Investments, LLC 0.07% New 1,209 $290K
Trilogy Capital Inc. 0.01% New 1,207 $290K
MBA Advisors LLC 0.15% No change 1,204 $289K
New Insight Wealth Advisors 0.14% Add +10.9% 1,204 $289K
Richard P Slaughter Associates Inc 0.06% No change 1,202 $289K
Aspiring Ventures, LLC 0.18% — 1,158 $288K
Shakespeare Wealth Management, LLC 0.08% Add +0.1% 1,191 $286K
Moody National Bank Trust Division 0.03% No change 1,186 $285K
PUREfi Wealth, LLC 0.28% — 1,175 $282K
EnRich Financial Partners LLC 0.09% Reduce -1.8% 1,170 $281K
Indiana Trust & Investment Management Co 0.10% Reduce -9.3% 1,170 $281K
Campbell Wealth Management 0.03% Add +5.9% 1,168 $281K
Matrix Asset Advisors Inc. 0.03% Add +0.1% 1,169 $281K
Aull & Monroe Investment Management Corp 0.14% No change 1,168 $281K
Copeland Capital Management, LLC 0.01% New 1,167 $280K
Heck Capital Advisors, LLC 0.03% Add +0.7% 1,165 $280K
Grey Ledge Advisors, LLC 0.07% Add +0.1% 1,165 $280K
Warren Street Wealth Advisors, LLC 0.11% Reduce -16.0% 1,163 $279K
XTX Topco Ltd 0.02% New 1,160 $279K
YHB Investment Advisors, Inc. 0.02% Reduce -36.6% 1,157 $278K
Michels Family Financial, LLC 0.25% — 1,156 $278K
Sit Investment Associates Inc. 0.01% No change 1,154 $277K
Glen Eagle Advisors, LLC 0.05% No change 1,152 $277K
Pictet North America Advisors SA 0.03% Add +4.1% 1,149 $276K
DHJJ Financial Advisors, Ltd. 0.11% Reduce -0.7% 1,147 $276K
Oarsman Capital, Inc. 0.05% Add +3.6% 1,143 $275K
Advantage Trust Co 0.16% Reduce -0.9% 1,142 $274K
Shared Vision Wealth Group LLC 0.14% No change 1,141 $274K
Sentinel Pension Advisors, LLC 0.05% Add +2.2% 1,139 $274K
Austin Wealth Management, LLC 0.06% Reduce -1.5% 1,100 $273K
Sims Investment Management, LLC 0.15% — 1,135 $273K
Stonegate Investment Group, LLC 0.01% No change 1,124 $270K
TBH Global Asset Management, LLC 0.06% Add +2.1% 1,123 $270K
Davis Investment Partners, LLC 0.11% Add +0.3% 1,133 $270K
Courage Miller Partners, LLC 0.09% No change 1,122 $270K
Shade Tree Advisors LLC 0.27% — 1,115 $268K
Camden National Bank 0.04% Reduce -30.8% 1,111 $267K
Silvia McColl Wealth Management, LLC 0.20% No change 1,110 $267K
Buttonwood Financial Advisors Inc. 0.12% Add +0.1% 1,108 $266K
R. W. Roge & Company, Inc. 0.14% No change 1,109 $266K
Moloney Securities Asset Management, LLC 0.04% Add +6.1% 1,103 $265K
Hazlett, Burt & Watson, Inc. 0.12% Reduce -0.6% 1,112 $265K
Serenus Wealth Advisors, LLC 0.05% — 1,100 $264K
Aureus Asset Management, LLC 0.02% No change 1,100 $264K
Elevate Wealth Advisory, Inc. 0.20% No change 1,095 $263K
Forum Financial Management, LP 0.00% Add +8.0% 1,095 $263K
Investment Planning Advisors, Inc. 0.11% New 1,092 $262K
RCS Financial Planning, LLC 0.14% Add +22.0% 1,088 $261K
RoundAngle Advisors LLC 0.25% — 1,084 $260K
Fourth Dimension Wealth, LLC 0.14% — 1,083 $260K
Covestor Ltd 0.16% Add +2.4% 1,082 $260K
Sentry LLC 0.05% No change 1,080 $259K
Firestone Capital Management 0.06% New 1,076 $258K
Meridian Management Co. 0.07% Reduce -34.9% 1,073 $258K
Marco Investment Management LLC 0.02% Reduce -0.7% 1,073 $258K
Impact Partnership Wealth, LLC 0.05% Reduce -0.4% 1,071 $257K
Tsfg, LLC 0.05% Reduce -1.3% 1,070 $257K
Womack Financial LLC 0.23% — 1,067 $256K
Values Added Financial LLC 0.15% No change 1,065 $256K
Blueprint Investment Partners LLC 0.04% Reduce -2.9% 1,063 $255K
BKM Wealth Management, LLC 0.10% Reduce -2.1% 1,063 $255K
Valued Retirements, Inc. 0.34% Reduce -3.2% 1,061 $255K
Sensible Money, LLC 0.11% Reduce -9.0% 1,061 $255K
Riggs Capital Management LLC 0.25% — 1,057 $254K
LVW Advisors, LLC 0.03% Add +18.1% 1,056 $254K
National Wealth Management Group, LLC 0.17% Add +24.7% 1,056 $254K
Walker Financial Services, Inc. 0.15% Add +1.6% 1,052 $253K
Founders Financial Securities LLC 0.02% Reduce -2.1% 1,047 $252K
Centricity Wealth Management, LLC 0.23% — 1,045 $251K
Northstar Advisory Group, LLC 0.13% Add +0.2% 1,045 $251K
Broyhill Asset Management, LLC 0.22% — 1,043 $251K
Tobias Financial Advisors, Inc. 0.05% No change 1,039 $250K
Vista Investment Partners Ii, LLC 0.15% — 1,032 $248K
Signify Wealth 0.28% Add +9.4% 1,026 $247K
VERITY Wealth Advisors 0.18% No change 1,015 $244K
Accelerate Investment Advisors LLC 0.21% New 1,014 $244K
Intelligence Driven Advisers, LLC 0.05% Reduce -81.7% 1,012 $243K
Gilbert & Cook, Inc. 0.03% No change 1,012 $243K
CAP Partners, LLC 0.17% No change 1,008 $242K
BCGM Wealth Management, LLC 0.08% New 1,006 $242K
New Republic Capital, LLC 0.16% Reduce -85.1% 1,006 $242K
Van Hulzen Asset Management, LLC 0.02% No change 1,003 $241K
Nemes Rush Group LLC 0.03% Add +145.2% 1,003 $241K
Aletheian Wealth Advisors LLC 0.14% Reduce -2.1% 1,000 $240K
Reyes Financial Architecture, Inc. 0.19% — 996 $239K
Matisse Capital 0.12% No change 996 $239K
Wintrust Investments LLC 0.21% Reduce -7.0% 995 $239K
Optivise Advisory Services LLC 0.13% Add +11.9% 994 $239K
Security National Bank of Sioux City Iowa 0.17% Reduce -1.9% 989 $238K
Balboa Wealth Partners 0.05% Reduce -2.8% 988 $237K
Barclays PLC 0.00% No change 988 $237K
Community Bank, N.A. 0.03% No change 988 $237K
Sunbelt Securities, Inc. 0.02% Add +121.5% 977 $234K
Kestra Investment Management, LLC 0.01% New 975 $234K
Crumly & Associates Inc. 0.06% New 970 $233K
EPIQ Capital Group, LLC 0.06% Add +0.6% 965 $232K
Smith Salley Wealth Management 0.01% Reduce -18.2% 963 $231K
Jaffetilchin Investment Partners, LLC 0.02% Add +0.1% 961 $231K
Retirement Income Solutions, Inc. 0.05% No change 961 $231K
First Financial Bankshares Inc 0.01% New 959 $230K
GFG Capital, LLC 0.06% New 954 $229K
Sunpointe, LLC 0.12% New 953 $229K
Halbert Hargrove Global Advisors, LLC 0.01% Reduce -9.5% 952 $229K
Sloy Dahl & Holst, LLC 0.03% New 951 $229K
Breakwater Investment Management 0.10% No change 951 $229K
Capasso Planning Partners LLC 0.09% Reduce -87.0% 947 $228K
M1 Capital Management LLC 0.12% — 945 $227K
Alhambra Investment Management LLC 0.12% Reduce -2.2% 942 $226K
Stokes Family Office, LLC 0.02% No change 937 $225K
AF Advisors, Inc. 0.03% No change 936 $225K
Fairhaven Wealth Management, LLC 0.07% Reduce -1.1% 933 $224K
Enclave Advisors LLC 0.04% New 930 $223K
Beck Mack & Oliver LLC 0.00% Reduce -17.7% 930 $223K
MCF Advisors LLC 0.02% Add +14.0% 930 $223K
Boston Family Office LLC 0.02% New 927 $223K
Prospect Financial Group LLC 0.27% — 927 $223K
Central Bank & Trust Co. 0.03% No change 925 $222K
Stonebrook Private Inc. 0.06% Reduce -13.3% 924 $222K
JTC Employer Solutions Trustee Ltd 0.02% No change 925 $222K
O'Brien Wealth Partners LLC 0.04% Reduce -11.2% 924 $222K
Anson Capital, Inc. 0.19% New 923 $222K
Channel Wealth LLC 0.07% New 922 $222K
Adirondack Trust Co. 0.08% Add +57.9% 922 $222K
Northwest Capital Management Inc 0.09% Reduce -20.7% 917 $220K
North Ridge Wealth Advisors, Inc. 0.15% No change 915 $220K
Caldwell Sutter Capital, Inc. 0.10% Reduce -1.1% 915 $220K
Correct Capital Wealth Management 0.04% No change 913 $219K
Legacy PCG, LLC 0.16% Reduce -15.4% 912 $219K
Pennsylvania Capital Management Inc. 0.08% Reduce -36.3% 911 $219K
First Foundation Advisors 0.01% No change 909 $218K
Regimen Wealth, LLC 0.07% Add +0.7% 908 $218K
Retirement Capital Strategies 0.08% No change 907 $218K
Pine Harbor Wealth Management, LLC 0.09% Reduce -1.3% 905 $218K
Bay Capital Advisors, LLC 0.17% — 905 $217K
Twin Capital Management Inc. 0.02% Reduce -12.1% 902 $217K
Mason Investment Advisory Services, Inc. 0.01% Reduce -0.3% 901 $217K
Cora Capital Advisors LLC 0.10% New 900 $216K
Accurate Wealth Management, LLC 0.04% Reduce -0.8% 907 $216K
Kelly Financial Group LLC 0.08% — 898 $216K
Earned Wealth Advisors, LLC 0.07% Add +29.1% 895 $215K
Register Financial Advisors LLC 0.11% Add +7.8% 895 $215K
Lion Street Advisors, LLC 0.07% Add +0.3% 895 $215K
Bensler, LLC 0.03% Reduce -6.5% 895 $215K
Jacobi Capital Management LLC 0.02% New 892 $214K
Richard W. Paul & Associates, LLC 0.08% Add +0.1% 891 $214K
Facet Wealth, Inc. 0.01% Reduce -34.8% 864 $214K
Bluesphere Advisors LLC 0.10% Reduce -24.5% 889 $214K
North Star Asset Management Inc. 0.01% New 888 $213K
Fernwood Investment Management, LLC 0.07% No change 888 $213K
Blake Schutter Theil Wealth Advisors, LLC 0.23% Add +0.3% 887 $213K
Beacon Wealthcare LLC 0.09% No change 887 $213K
Sharp Wealth Advisory, LLC 0.16% New 885 $213K
Buffington Mohr McNeal 0.04% No change 885 $213K
GatePass Capital, LLC 0.24% — 883 $212K
Anchor Pointe Wealth Management, LLC 0.28% — 883 $212K
Pekin Hardy Strauss, Inc. 0.03% Reduce -5.4% 882 $212K
Raleigh Capital Management Inc. 0.08% Reduce -8.2% 881 $212K
TKG Advisors, LLC 0.10% New 840 $212K
Evergreen Advisors, LLC 0.06% Add +0.7% 879 $211K
Welch Group, LLC 0.01% Add +2.0% 874 $210K
Sterling Group Wealth Management, LLC 0.11% No change 873 $210K
Camelot Technology Advisors, Inc. 0.19% No change 869 $209K
FSM Wealth Advisors, LLC 0.05% New 843 $209K
Colonial River Investments, LLC 0.10% Reduce -3.0% 865 $208K
Private Management Group Inc. 0.01% No change 863 $207K
PCG Asset Management, LLC 0.18% — 861 $207K
Zacks Investment Management 0.00% New 859 $206K
Financial Life Advisors 0.08% Reduce -11.4% 859 $206K
Harbour Capital Advisors, LLC 0.05% No change 847 $206K
CGC Financial Services, LLC 0.08% Reduce -31.3% 857 $206K
Barnes Wealth Management Group, Inc 0.14% — 855 $205K
Cove Private Wealth, LLC 0.13% New 854 $205K
Goodman Financial Corp 0.04% Add +0.5% 854 $205K
Legacy Financial Advisors, Inc. 0.03% Reduce -31.4% 853 $205K
Certus Wealth Management, LLC 0.14% New 824 $205K
Melfa Wealth Management, Inc. 0.14% No change 850 $204K
Enterprise Bank & Trust Co 0.07% No change 850 $204K
Spirepoint Private Client, LLC 0.03% No change 850 $204K
Blue Edge Capital, LLC 0.03% No change 848 $204K
Retirement Solution LLC 0.05% Reduce -25.7% 846 $203K
Alpha Financial Advisors, LLC 0.09% No change 845 $203K
RKL Wealth Management LLC 0.02% New 843 $203K
Vestor Capital, LLC 0.02% Add +0.1% 839 $202K
Stephenson & Company, Inc. 0.14% New 838 $201K
Yeomans Consulting Group, Inc. 0.08% New 837 $201K
Helium Advisors LLC 0.16% — 837 $201K
Aurora Private Wealth, Inc. 0.15% New 835 $201K
D L Carlson Investment Group Inc. 0.04% New 835 $201K
Avestar Capital, LLC 0.02% New 833 $200K
Northwest Bank & Trust Co 0.15% Reduce -1.0% 763 $199K
Twin City Private Wealth, LLC 0.17% Reduce -16.3% 814 $196K
Teachers Insurance & Annuity Association of America 0.26% No change 811 $195K
Empirical Asset Management, LLC 0.06% New 12,618 $193K
Evelyn Partners Investment Management (Europe) Ltd 0.07% — 800 $192K
LRI Investments, LLC 0.02% No change 790 $190K
Heritage Wealth Advisors 0.01% No change 788 $189K
Mogy Joel R Investment Counsel Inc. 0.01% Reduce -11.4% 775 $186K
Rakuten Securities, Inc. 0.07% Add +25633.3% 772 $185K
Howe & Rusling Inc. 0.02% Reduce -30.8% 764 $184K
Silicon Valley Capital Partners 0.02% Reduce -7.4% 737 $177K
Eastern Bank 0.00% Add +13.5% 716 $172K
First Pacific Financial 0.04% Add +0.6% 704 $169K
one8zero8, LLC 0.04% — 703 $169K
Fuller & Thaler Asset Management, Inc. 0.00% Add +4023.5% 701 $169K
Smartleaf Asset Management LLC 0.02% Add +80.0% 675 $162K
Pathway Financial Advisers, LLC 0.05% Add +1.4% 668 $160K
Perkins Coie Trust Co 0.04% Reduce -13.5% 665 $160K
Sound Income Strategies, LLC 0.01% Add +11.3% 629 $151K
Accent Capital Management, LLC 0.08% No change 600 $144K
Centerpoint Advisors, LLC 0.05% No change 600 $144K
Noble Wealth Management PBC 0.10% — 598 $144K
Coston, McIsaac & Partners 0.04% No change 591 $142K
Brooklyn Investment Group 0.04% New 575 $138K
Pacific Center for Financial Services 0.03% No change 558 $134K
Burkett Financial Services, LLC 0.05% Reduce -4.9% 558 $134K
WealthCollab, LLC 0.08% No change 546 $131K
Element Wealth, LLC 0.07% No change 540 $130K
Townsend Asset Management Corp. /NC/ 0.05% Add +15.2% 538 $129K
Johnson Financial Group, Inc. 0.01% Reduce -6.7% 516 $129K
Red Lighthouse Investment Management, LLC 0.05% Reduce -6.3% 535 $129K
Headlands Technologies LLC 0.01% Add +225.3% 527 $127K
Millstone Evans Group, LLC 0.08% — 517 $124K
Vermillion Wealth Management, Inc. 0.06% — 515 $124K
NFSG Corp 0.03% New 503 $121K
Woodard & Co. Asset Management Group Inc. 0.03% No change 500 $120K
Versant Capital Management, Inc 0.03% No change 497 $119K
PSI Advisors, LLC 0.04% Add +48.5% 493 $118K
Crews Bank & Trust 0.02% — 486 $117K
Private Wealth Management Group, LLC 0.04% No change 480 $115K
Ascentis Wealth Management, LLC 0.04% Add +307.8% 473 $114K
Armor Investment Advisors, LLC 0.04% No change 456 $110K
Ulland Investment Advisors, LLC 0.08% Add +4.6% 455 $109K
Vermillion & White Wealth Management Group, LLC 0.08% Add +0.7% 447 $107K
Conquis Financial LLC 0.11% — 446 $107K
Founders Capital Management 0.07% No change 446 $107K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 445 $107K
Broadwater Capital Management LLC 0.08% No change 445 $107K
Gables Capital Management Inc. 0.05% No change 424 $102K
SIMA Wealth Partners, LLC 0.09% Reduce -0.7% 423 $102K
Mark Sheptoff Financial Planning, LLC 0.05% No change 420 $101K
West Oak Capital, LLC 0.05% No change 418 $100K
Robinswood Financial LLC 0.04% Reduce -1.7% 415 $100K
GAMMA Investing LLC 0.01% No change 411 $99K
Pflug Koory, LLC 0.01% Add +53.9% 400 $96K
SWAN Capital LLC 0.05% No change 394 $95K
GPS Wealth Strategies Group, LLC 0.01% Reduce -7.8% 392 $94K
Mb, Levis & Associates, LLC 0.05% Add +0.5% 382 $92K
Atticus Wealth Management, LLC 0.03% Add +0.5% 370 $89K
Albion Financial Group 0.01% No change 360 $87K
GS Investments, Inc. 0.04% No change 357 $86K
Paladin Advisory Group, LLC 0.07% No change 355 $85K
Centennial Bank 0.04% Reduce -12.3% 355 $85K
Atlantic Edge Private Wealth Management, LLC 0.03% Add +97.2% 347 $83K
Granite FO LLC 0.04% No change 328 $79K
Keystone Financial Group, Inc. 0.06% — 324 $78K
Kings Path Partners LLC 0.03% No change 323 $78K
Talon Private Wealth, LLC 0.02% Reduce -90.2% 321 $77K
Bfsg, LLC 0.01% Reduce -2.7% 321 $77K
Retirement Wealth Solutions LLC 0.06% — 321 $76K
American Capital Advisory, LLC 0.04% Reduce -1.9% 307 $74K
Punch & Associates Investment Management, Inc. 0.00% Reduce -90.9% 305 $73K
Truvestments Capital LLC 0.02% Add +4.9% 302 $73K
Birchbrook, Inc. 0.04% No change 300 $72K
City Holding Co. 0.01% No change 294 $71K
Trust Co 0.01% No change 293 $70K
FSA Wealth Management LLC 0.03% Add +0.7% 290 $70K
Tucker Asset Management LLC 0.02% Add +33.6% 278 $67K
Crowley Wealth Management, Inc. 0.06% — 278 $67K
Murphy & Mullick Capital Management Corp 0.06% — 274 $66K
Financial Connections Group, Inc. 0.03% No change 271 $65K
Toth Financial Advisory Corp. 0.01% No change 269 $65K
Sawyer & Company, Inc 0.02% Add +5.7% 260 $63K
Pacifica Partners Inc. 0.03% No change 257 $62K
Capital A Wealth Management, LLC 0.10% — 249 $60K
EPG Wealth Management LLC 0.02% No change 242 $58K
SRH Advisors, LLC 0.02% No change 240 $58K
HighMark Wealth Management LLC 0.03% Add +0.8% 240 $58K
Global Trust Asset Management, LLC 0.02% Reduce -45.9% 237 $57K
Hanson & Doremus Investment Management 0.01% Add +64.1% 238 $57K
ESL Trust Services, LLC 0.01% No change 231 $56K
Main Management LLC 0.00% No change 229 $55K
TD Waterhouse Canada Inc. 0.00% Add +1.8% 228 $55K
Criterion Capital Advisors, LLC 0.03% No change 250 $55K
Realta Investment Advisors 0.02% Add +21.4% 221 $54K
Acima Private Wealth, LLC 0.02% No change 217 $52K
Curio Wealth, LLC 0.03% — 215 $52K
Jackson, Grant Investment Advisers, Inc. 0.02% No change 211 $51K
Kiker Wealth Management, LLC 0.04% — 211 $51K
Winnacle Wealth LLC 0.05% — 202 $48K
Decker Retirement Planning Inc. 0.03% — 200 $48K
Wood Tarver Financial Group, LLC 0.02% — 198 $47K
Financial Perspectives, Inc 0.02% Add +21.1% 195 $47K
Tower View Wealth Management LLC 0.02% Add +1.0% 195 $47K
Chesapeake Asset Management LLC 0.04% Reduce -2.1% 190 $46K
SYM FINANCIAL Corp 0.01% Add +5.6% 190 $46K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% New 189 $45K
American National Bank & Trust 0.00% New 180 $43K
Financial Gravity Companies, Inc. 0.01% No change 177 $43K
Syntax Research, Inc. 0.03% No change 169 $41K
Evelyn Partners Investment Management LLP 0.00% — 160 $38K
Pin Oak Investment Advisors Inc. 0.03% No change 160 $38K
Orion Capital Management LLC 0.02% New 158 $38K
Hilltop National Bank 0.01% Add +83.7% 158 $38K
Union Savings Bank 0.02% No change 158 $38K
Winch Advisory Services, LLC 0.01% Reduce -22.7% 153 $37K
Studio Investment Management LLC 0.01% New 151 $36K
Family Manage LLC 0.01% No change 150 $36K
Canton Hathaway, LLC 0.01% No change 150 $36K
Bellevue Asset Management, LLC 0.02% Add +0.7% 143 $34K
Kozak & Associates, Inc. 0.01% No change 140 $34K
Compass Wealth Management LLC 0.01% Add +39.0% 139 $33K
Hopwood Financial Services, Inc. 0.02% — 135 $32K
Roxbury Financial LLC 0.03% — 124 $32K
Addison Advisors LLC 0.01% No change 133 $32K
Atwood & Palmer Inc. 0.00% New 132 $32K
Signature Resources Capital Management, LLC 0.03% No change 119 $29K
Concord Wealth Partners 0.00% No change 119 $29K
AlphaMark Advisors, LLC 0.01% No change 115 $28K
Motco 0.00% Reduce -7.2% 116 $28K
Avion Wealth 0.01% No change 116 $27K
Tradewinds Capital Management, LLC 0.01% Add +70.8% 111 $27K
Laurel Wealth Advisors LLC 0.00% No change 110 $26K
Financial Management Professionals, Inc. 0.00% No change 108 $26K
Sittner & Nelson, LLC 0.01% No change 107 $26K
Global Wealth Strategies & Associates 0.01% Reduce -38.5% 107 $26K
Tanglewood Legacy Advisors, LLC 0.01% New 104 $25K
Colonial Trust Advisors 0.00% Reduce -7.2% 103 $25K
Ironwood Wealth Management, LLC. 0.01% Reduce -3.8% 101 $24K
4Thought Financial Group Inc. 0.01% Add +2.1% 99 $24K
Financial Life Planners 0.02% — 96 $23K
Navigoe, LLC 0.02% — 97 $23K
Tidemark, LLC 0.01% Add +25.7% 93 $22K
Chapman Financial Group, LLC 0.02% — 90 $22K
Arlington Trust Co LLC 0.00% No change 90 $22K
Peachtree Investment Partners, LLC 0.01% Add +2.4% 86 $21K
Pineridge Advisors LLC 0.01% No change 81 $19K
Urban Financial Advisory Corp 0.01% No change 80 $19K
Aventura Private Wealth, LLC 0.01% — 75 $18K
Investors Research Corp 0.00% No change 73 $18K
Ballast Advisors LLC 0.01% No change 72 $17K
West Paces Advisors Inc. 0.00% No change 72 $17K
Cyrus J. Lawrence, LLC 0.00% No change 72 $17K
Weaver Capital Management LLC 0.00% New 67 $16K
Greenline Partners, LLC 0.00% New 65 $16K
Friedenthal Financial 0.01% No change 63 $15K
Richards, Merrill & Peterson, Inc. 0.01% — 62 $15K
Accredited Wealth Management, LLC 0.01% — 61 $15K
Kentucky Trust Co 0.01% — 61 $15K
Morris Financial Concepts, Inc. 0.01% Reduce -46.6% 55 $13K
Atlantic Private Wealth, LLC 0.01% No change 53 $13K
New Millennium Group LLC 0.01% No change 52 $13K
MGB Wealth Management, LLC 0.00% No change 50 $12K
Hurley Capital, LLC 0.01% — 48 $12K
Red Tortoise LLC 0.01% No change 48 $12K
PFG Private Wealth Management, LLC 0.01% Reduce -25.0% 48 $12K
Quent Capital, LLC 0.00% New 45 $11K
Ruedi Wealth Management, Inc. 0.00% No change 45 $11K
PFS Partners, LLC 0.01% No change 43 $10K
Van Eck Associates Corp. 0.00% Add +90.9% 42 $10K
YANKCOM Partnership 0.01% — 40 $10K
Riggs Asset Managment Co. Inc. 0.00% No change 40 $10K
Davis Capital Management 0.01% Add +2.6% 40 $9K
Jackson Hole Capital Partners, LLC 0.00% No change 39 $9K
Field & Main Bank 0.00% New 35 $8K
Fairman Group, LLC 0.01% No change 34 $8K
Householder Group Estate & Retirement Specialist, LLC 0.01% Reduce -95.3% 35 $8K
Zeit Capital LLC 0.01% Add +3.3% 31 $8K
Wolff Wiese Magana LLC 0.01% Add +190.9% 32 $8K
MTM Investment Management, LLC 0.00% No change 32 $8K
Integrity Financial Corp 0.00% Reduce -3.2% 30 $7K
Thompson Investment Management, Inc. 0.00% No change 30 $7K
Game Plan Financial Advisors, LLC 0.00% Add +8.7% 25 $7K
Rice Partnership, LLC 0.00% No change 27 $6K
Synergy Asset Management, LLC 0.00% New 27 $6K
West Branch Capital LLC 0.00% No change 26 $6K
Qube Research & Technologies Ltd 0.00% Reduce -97.7% 26 $6K
Marquette Associates, Inc. 0.00% New 22 $5K
Arvest Investments, Inc. 0.00% No change 22 $5K
Legacy Investment Solutions, LLC 0.00% No change 16 $4K
Legacy Wealth Managment, LLC 0.00% No change 16 $4K
Van Den Berg Management I, Inc. 0.00% No change 13 $3K
Spectrum Wealth Counsel, LLC 0.00% No change 13 $3K
Ogorek Anthony Joseph /NY/ 0.00% New 15 $3K
Your Advocates Ltd., LLP 0.00% Reduce -93.3% 12 $3K
Hamilton Point Investment Advisors, LLC 0.00% No change 12 $3K
Nordwand Advisors, LLC 0.00% Add +266.7% 11 $3K
Copia Wealth Management 0.00% — 10 $2K
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
Sellwood Investment Partners LLC 0.00% — 7 $2K
Lanark Financial, Inc. 0.14% — 6 $2K
WealthTrak Capital Management LLC 0.00% — 6 $1K
Putney Financial Group LLC 0.00% — 5 $1K
Morse Asset Management, Inc 0.00% No change 5 $1K
Cedar Mountain Advisors, LLC 0.00% No change 5 $1K
Eukles Asset Management 0.00% Add +50.0% 3 $721
Mattson Financial Services, LLC 0.00% New 3 $712
Safe Harbor Fiduciary, LLC 0.00% No change 1 $240
Running Point Capital Advisors, LLC 0.00% No change 1 $240

"% 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.