Vanguard Most SM-Cap ETF-UsdVBETF

13F holders, Q1 2025 (March 31)
2,161holders −26
98new positions
102sold out
7famous investors
$218.96avg. 13F price*

At the end of Q1 2025, 2,161 institutions reported holding Vanguard Most SM-Cap ETF-Usd (VB) in their 13F filings, down 26 from Q4 2024. 98 opened new positions and 102 sold out. The largest holders were Bank of America Corp. ($5.3B), Morgan Stanley ($1.7B) and Jones Financial Companies LLLP ($1.5B). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions98$342.6M
Exits102$187.4M

All 13F filers, Q4 2024 → Q1 2025: 12,410,396 shares bought and 6,843,062 shares sold, net +5,567,334 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,161 holders

Bank of America Corp. 0.47% Reduce -2.9% 24,087,584 $5.3B
Morgan Stanley 0.12% Add +1.5% 7,656,076 $1.7B
Jones Financial Companies LLLP 1.32% Reduce -9.2% 6,657,608 $1.5B
Wells Fargo & Company 0.31% Add +2.5% 5,816,907 $1.3B
Royal Bank of Canada 0.25% Add +68.3% 4,972,523 $1.1B
Envestnet Asset Management Inc. 0.35% Reduce -5.7% 4,960,666 $1.1B
UBS Group AG 0.20% Add +0.1% 4,063,091 $901.0M
LPL Financial LLC 0.33% Add +1.0% 3,826,253 $848.5M
Mercer Global Advisors Inc. 1.34% Add +11.1% 2,634,913 $584.3M
Captrust Financial Advisors 1.26% Add +6.5% 2,259,038 $500.9M
Ameriprise Financial Inc. 0.13% Add +2.0% 2,169,368 $481.0M
Raymond James Financial Inc. 0.18% Reduce -2.5% 2,149,642 $476.7M
Northwestern Mutual Wealth Management Co. 0.36% Add +7.8% 2,010,915 $445.9M
Creative Planning 0.42% Add +5.5% 1,998,547 $443.2M
Charles Schwab Investment Management Inc. 0.08% Add +10.0% 1,923,946 $426.6M
PNC Financial Services Group, Inc. 0.22% Reduce -0.5% 1,892,607 $419.7M
Bank of New York Mellon Corp 0.08% Add +7.6% 1,832,940 $406.5M
Goldman Sachs Group Inc. 0.08% Reduce -2.7% 1,824,636 $404.6M
Mariner, LLC 0.58% Add +11.3% 1,570,085 $348.2M
Wellington Management Group LLP 0.06% Add +59.3% 1,465,767 $325.0M
Wealthfront Advisers LLC 0.87% Reduce -8.4% 1,454,851 $322.6M
Wit, LLC 7.57% Add +154.4% 2,248,394 $265.6M
Commonwealth Equity Services, LLC 0.35% Add +0.2% 1,126,991 $249.9M
Stifel Financial Corp. 0.26% Add +2.8% 1,094,283 $242.7M
CIBC Private Wealth Group LLC 0.50% Reduce -12.3% 1,213,660 $235.1M
Mission Wealth Management, LP 5.88% Add +0.9% 1,056,546 $234.3M
JPMorgan Chase & Co. 0.02% Add +5.1% 1,054,856 $233.9M
Tiaa Trust, National Association 0.66% Add +0.3% 956,466 $212.1M
HighTower Advisors, LLC 0.28% Add +18.2% 915,588 $203.0M
Glenmede Trust Co. NA 1.02% Reduce -0.9% 858,061 $190.3M
FMR LLC 0.01% Add +5.3% 842,146 $186.7M
1832 Asset Management L.P. 0.33% Add +7.7% 790,562 $175.3M
Wealthspire Advisors, LLC 0.99% Add +99.4% 748,652 $166.0M
Baird Financial Group, Inc. 0.30% Reduce -5.1% 697,258 $154.6M
Bank of Montreal 0.08% Add +1.9% 676,784 $150.1M
Osaic Holdings, Inc. 0.31% Reduce -21.8% 634,539 $140.8M
Cetera Investment Advisers 0.25% Add +11.4% 587,258 $130.2M
Cerity Partners LLC 0.26% Add +37.9% 577,434 $128.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 3.95% Reduce -17.9% 576,190 $127.8M
Vanguard Group Inc. 0.00% Add +10.5% 565,864 $125.5M
Nicholas Hoffman & Company, LLC. 4.63% Add +14.6% 549,101 $121.8M
Natixis Advisors, LLC 0.22% Add +6.9% 544,495 $120.7M
Badgley Phelps Wealth Managers, LLC 2.90% Add +2.5% 541,667 $120.1M
Davis R M Inc. 2.29% Add +1.7% 515,171 $114.2M
Clearstead Advisors, LLC 1.68% Reduce -2.8% 486,762 $107.9M
Cullen/Frost Bankers, Inc. 1.51% Add +8.3% 485,484 $107.7M
Truist Financial Corp. 0.17% Add +4.1% 483,898 $107.3M
Moneta Group Investment Advisors LLC 1.43% Reduce -7.7% 466,312 $103.4M
Corient Private Wealth LP 0.17% Add +17.9% 460,609 $102.1M
Pinnacle Associates Ltd. 1.46% Add +1.7% 448,555 $99.5M
Provida Pension Fund Administrator 2.00% Add +57.9% 448,438 $99.4M
Pathstone Holdings, LLC 0.40% Add +4.5% 415,086 $92.0M
Efficient Advisors, LLC 5.78% Add +2.1% 399,930 $88.7M
Fusion Family Wealth, LLC 8.09% Add +0.8% 396,705 $88.0M
Peapack Gladstone Financial Corp. 1.26% Add +1.3% 382,671 $84.9M
Cambridge Investment Research Advisors, Inc. 0.29% Add +1.3% 382,188 $84.8M
MML Investors Services, LLC 0.28% Reduce -10.4% 382,148 $84.7M
Baker Avenue Asset Management, LP 2.65% Add +1.3% 381,222 $84.5M
Trustmark Bank Trust Department 6.23% Reduce -1.1% 379,539 $84.2M
Millburn Ridgefield LLC 1.96% Add +15.8% 365,075 $81.0M
Catalyst Capital Advisors LLC 1.66% Add +15.8% 365,075 $81.0M
Private Advisor Group, LLC 0.47% Reduce -0.4% 347,755 $77.1M
Avantax Advisory Services, Inc. 0.46% Add +9.3% 342,042 $75.8M
Heartwood Wealth Advisors LLC 8.63% Reduce -4.5% 341,162 $75.7M
Citigroup Inc. 0.06% Add +6.8% 334,996 $74.3M
Invictus Private Wealth, LLC 5.81% Add +3.0% 330,539 $73.3M
Karpus Management, Inc. 2.34% Reduce -0.1% 326,238 $72.3M
Fifth Third Bancorp 0.27% Reduce -6.2% 323,709 $71.8M
Equitable Holdings, Inc. 0.67% Reduce -2.0% 316,949 $70.3M
Comerica Bank 0.28% Add +1.9% 302,956 $67.2M
Teacher Retirement System of Texas 0.28% No change 299,349 $66.4M
State Street Corp. 0.00% Reduce -43.4% 292,870 $64.9M
Assetmark, Inc. 0.18% Add +3.3% 291,398 $64.6M
Chandler Asset Management, Inc. 12.02% Add +2.3% 287,615 $63.8M
US Bancorp \de 0.08% Reduce -1.3% 281,731 $62.5M
Lincoln National Corp. 2.01% Add +3.2% 280,663 $62.2M
M&T Bank Corp 0.23% Reduce -0.2% 280,465 $62.2M
Gibraltar Capital Management, Inc. 13.37% New 279,144 $61.9M
Vista Capital Partners, Inc. 7.34% Reduce -0.3% 272,712 $60.5M
Financiere des Professionnels - Fonds d'investissement inc. 3.87% Add +362.5% 269,200 $59.7M
Park Avenue Securities LLC 0.69% Add +8.1% 253,274 $56.2M
Smithfield Trust Co 2.80% Reduce -2.1% 251,792 $55.8M
Pittenger & Anderson Inc. 2.04% Add +0.6% 251,387 $55.7M
Wealth Enhancement Advisory Services, LLC 0.11% Add +13.6% 251,025 $55.7M
Pandi, LLC 7.92% No change 232,630 $51.6M
Employees Retirement System of Texas 0.55% No change 226,425 $50.2M
CX Institutional 1.89% Add +25.8% 226,214 $50.2M
Janney Montgomery Scott LLC 0.14% Reduce -1.9% 224,748 $49.8M
Composition Wealth, LLC 0.99% Reduce -2.5% 222,904 $49.4M
First Command Advisory Services, Inc. 0.45% Add +4.3% 212,066 $47.0M
Rockefeller Capital Management L.P. 0.12% Add +12.8% 210,308 $46.6M
Bessemer Group Inc. 0.08% Add +6.0% 210,097 $46.6M
MAI Capital Management 0.35% Reduce -1.9% 208,415 $46.2M
Ellenbecker Investment Group 8.16% Reduce -10.9% 204,541 $45.4M
Citizens Financial Group Inc. 0.89% Add +3.9% 203,758 $45.2M
Kestra Advisory Services, LLC 0.22% Reduce -11.7% 200,965 $44.6M
Thrivent Financial for Lutherans 0.10% Reduce -20.3% 173,011 $44.1M
Auto-Owners Insurance Co 1.14% Add +2616.7% 912,750 $43.2M
Joel Isaacson & Co., LLC 1.91% Add +4.6% 189,960 $42.1M
Marcum Wealth, LLC 3.50% Reduce -1.1% 182,267 $40.4M
Merit Financial Group, LLC 0.59% Add +116.3% 177,886 $39.4M
NewEdge Advisors, LLC 0.23% Reduce -0.1% 176,396 $39.1M
CENTRAL TRUST Co 0.96% Add +0.8% 175,860 $39.0M
Garde Capital, Inc. 2.22% Add +1.6% 174,481 $38.7M
TCV Trust & Wealth Management, Inc. 3.55% Reduce -0.9% 172,727 $38.3M
Country Trust Bank 0.96% Add +35.9% 172,570 $38.3M
Signaturefd, LLC 0.72% Reduce -78.9% 171,110 $37.9M
Davidson Investment Advisors 1.82% Add +1.6% 166,243 $36.9M
Parallel Advisors, LLC 0.83% Reduce -0.9% 166,120 $36.8M
MilWealth Group LLC 10.12% Add +0.3% 165,656 $36.7M
Mountain Capital Investment Advisors Inc. 7.78% Add +9.6% 168,402 $36.3M
Focus Partners Wealth 0.09% Add +0.8% 161,379 $35.8M
Betterment LLC 0.08% Add +10.2% 160,175 $35.5M
Ellevest, Inc. 2.36% Reduce -12.1% 159,845 $35.4M
Envestnet Portfolio Solutions, Inc. 0.13% Reduce -8.3% 159,039 $35.3M
Susquehanna International Group, LLP 0.06% Add +3032.3% 156,114 $34.6M
Choreo, LLC 0.54% Reduce -9.1% 239,696 $34.6M
Center for Financial Planning, Inc. 4.40% Add +2.1% 155,167 $34.4M
Ballast, Inc. 9.61% Add +3.1% 153,246 $34.0M
Investments & Financial Planning, LLC 22.01% Add +0.5% 152,823 $33.9M
Starr Indemnity & Liability Co 16.22% New 151,073 $33.5M
MPS Loria Financial Planners, LLC 9.88% Add +5.7% 150,194 $33.3M
Chicago Partners Investment Group LLC 1.08% Add +4.5% 148,052 $32.6M
Chatham Capital Group, Inc. 5.43% Add +2.3% 146,728 $32.5M
Heritage Investors Management Corp. 1.11% Reduce -1.6% 146,585 $32.5M
Connecticut Wealth Management, LLC 1.70% New 146,304 $32.4M
Aufman Associates Inc 22.30% Reduce -0.5% 146,265 $32.4M
Pinnacle Wealth Management Advisory Group, LLC 2.98% Add +4.9% 144,096 $32.0M
Wealthquest Corp 2.65% Reduce -0.8% 143,230 $31.8M
Acorn Financial Advisory Services Inc. 5.57% Reduce -9.3% 138,960 $30.8M
Legacy Financial Group LLC 4.60% Reduce -1.7% 134,892 $29.9M
Brass Tax Wealth Management, Inc. 6.28% Add +1.5% 134,850 $29.9M
Sanctuary Advisors, LLC 0.21% Add +9.9% 132,771 $29.4M
SP Asset Management LLC 2.59% Add +1.0% 132,387 $29.4M
Scott Capital Advisors, LLC 8.73% Reduce -2.5% 131,917 $29.3M
Whelan Financial 11.28% Reduce -0.6% 130,771 $29.0M
Northern Trust Corp. 0.00% Add +3.0% 129,672 $28.8M
Regions Financial Corp. 0.21% Add +2.6% 129,323 $28.7M
Cary Street Partners Financial LLC 0.89% Add +183.6% 127,687 $28.3M
Brown Advisory Inc. 0.04% Add +20.3% 127,354 $28.2M
CBIZ Investment Advisory Services, LLC 1.37% Add +0.5% 126,578 $28.1M
AMG National Trust Bank 0.78% Add +3.4% 126,101 $28.0M
Montag A & Associates Inc. 1.40% Reduce -1.9% 125,684 $27.9M
American Trust 6.86% Reduce -47.2% 125,543 $27.8M
Cable Hill Partners, LLC 2.63% Add +4.2% 124,417 $26.9M
Avior Wealth Management, LLC 1.01% Reduce -3.0% 120,566 $26.7M
NewEdge Wealth, LLC 0.48% Reduce -12.4% 120,326 $26.7M
Randolph Co Inc 3.11% Reduce -1.0% 119,828 $26.6M
Leavell Investment Management, Inc. 1.30% Add +2.1% 118,154 $26.2M
Bluestem Financial Advisors, LLC 12.18% Add +3.3% 117,451 $26.0M
EP Wealth Advisors, LLC 0.21% Add +24.3% 117,396 $26.0M
Atria Wealth Solutions, Inc. 0.31% Reduce -11.3% 117,321 $26.0M
Moller Wealth Partners 6.36% Add +8.6% 115,943 $25.7M
Manufacturers Life Insurance Company, The 0.02% Reduce -0.6% 115,452 $25.6M
BLB&B Advisors, LLC 1.30% Add +8.3% 115,303 $25.6M
Johnson Financial Group, LLC 2.69% Add +6.5% 115,052 $25.5M
AA Financial Advisors, LLC 6.22% Add +6.9% 114,922 $25.5M
United Capital Financial Advisors, LLC 0.21% Reduce -0.5% 112,467 $24.9M
Alpha Cubed Investments, LLC 1.10% Reduce -7.0% 111,576 $24.7M
Wolff Financial Management LLC 6.84% Add +0.8% 111,425 $24.7M
Compound Planning, Inc. 1.12% Add +13.3% 111,086 $24.6M
Northeast Investment Management 1.14% Add +7.8% 110,729 $24.6M
SCS Capital Management LLC 0.31% New 110,662 $24.5M
Arax Advisory Partners 1.57% Add +4.7% 110,154 $24.4M
Bank of Hawaii 1.39% Reduce -0.7% 109,501 $24.3M
Clark Asset Management, LLC 4.06% Add +13.2% 109,308 $24.2M
OVERSEA-CHINESE BANKING Corp Ltd 0.71% Add +143.9% 108,981 $24.2M
Modera Wealth Management, LLC 0.32% Add +1.3% 106,330 $23.6M
Capitolis Liquid Global Markets LLC 0.21% New 106,300 $23.6M
Axxcess Wealth Management, LLC 0.64% Add +14.7% 105,934 $23.5M
Howard Capital Management Group, LLC 1.81% New 104,640 $23.2M
Forvis Mazars Wealth Advisors, LLC 0.55% Reduce -18.1% 102,936 $22.8M
Pure Financial Advisors, LLC 0.48% Add +7.6% 102,460 $22.7M
Woodmont Investment Counsel LLC 1.63% Add +1.0% 101,658 $22.5M
Stephens Inc. 0.33% Add +2.4% 101,187 $22.4M
Integrated Wealth Concepts LLC 0.26% Reduce -4.9% 100,544 $22.3M
Brown Financial Advisory 14.05% Add +19.7% 100,508 $22.3M
Capital Asset Advisory Services LLC 1.12% Add +9.6% 97,635 $22.1M
OneAscent Financial Services LLC 1.43% Add +101.6% 98,952 $22.0M
Patriot Investment Management Group, Inc. 1.64% Add +0.7% 98,396 $21.8M
CreativeOne Wealth, LLC 0.65% Reduce -4.4% 98,162 $21.8M
3Chopt Investment Partners, LLC 5.66% Add +3.3% 97,487 $21.6M
MBE Wealth Management, LLC 10.22% Reduce -15.2% 96,342 $21.4M
Orion Porfolio Solutions, LLC 0.21% Add +2.3% 96,008 $21.3M
Orion Portfolio Solutions, LLC 0.21% Add +2.3% 96,008 $21.3M
Financial Engines Advisors L.L.C. 0.04% Reduce -2.1% 94,416 $20.9M
C V Starr & Co. Inc. 16.12% New 94,357 $20.9M
Townsquare Capital LLC 0.22% Add +67.7% 94,184 $20.9M
Wooster Corthell Wealth Management, Inc. 4.20% Add +25.6% 92,525 $20.5M
WBH Advisory Inc. 1.90% Reduce -2.0% 91,744 $20.3M
Brookstone Capital Management 0.29% Add +2.3% 91,660 $20.3M
D.A. Davidson & Co. 0.16% Add +0.9% 90,682 $20.1M
Petredis Investment Advisors LLC 2.04% Add +1.4% 87,950 $19.5M
Alliancebernstein L.P. 0.01% Reduce -36.7% 87,587 $19.4M
Kohmann Bosshard Financial Services, LLC 2.29% Add +5.1% 86,995 $19.4M
Cyndeo Wealth Partners, LLC 1.26% Add +9.3% 86,604 $19.2M
Crewe Advisors LLC 2.67% Reduce -19.3% 85,790 $19.0M
Financial Synergies Wealth Advisors, Inc. 2.26% Add +1.8% 83,614 $18.5M
Nelson Capital Management, LLC 3.20% Add +2.4% 83,557 $18.5M
Coldstream Capital Management Inc. 0.39% Add +16.4% 83,522 $18.5M
Cwm, LLC 0.07% Add +160.1% 83,354 $18.5M
Hurlow Wealth Management Group, Inc. 5.78% Add +3.2% 83,340 $18.5M
True North Advisors, LLC 3.27% New 83,262 $18.5M
Burrus Financial Services, Inc. 9.23% Reduce -0.6% 81,875 $18.2M
Marshall Financial Group Inc. 5.70% Reduce -1.0% 81,695 $18.1M
Associated Banc-Corp 0.55% Add +9.0% 81,029 $18.0M
Roof Eidam Maycock Peralta, LLC 4.74% Reduce -2.7% 80,520 $17.9M
Koesten, Hirschmann & Crabtree, INC. 10.20% Add +10.2% 80,196 $17.8M
Drucker Wealth 3.0, LLC 3.91% Add +70.1% 80,137 $17.8M
&partners 0.19% Add +72.5% 80,301 $17.8M
Agf Management Ltd. 0.09% Reduce -0.7% 79,606 $17.7M
Whitegate Investment Counselors, Inc. 6.24% Reduce -2.7% 79,303 $17.6M
SouthState Bank Corp 0.80% Add +691.3% 79,155 $17.6M
MBM Wealth Consultants, LLC 5.14% Add +1.9% 78,491 $17.4M
Steward Partners Investment Advisory, LLC 0.15% Add +6.8% 77,336 $17.1M
St Germain D J Co. Inc. 0.80% Reduce -0.8% 77,028 $17.1M
Cadence Bank 1.22% Add +2.7% 76,876 $17.0M
Summit Financial, LLC 0.48% Add +9.3% 76,846 $17.0M
BCK Partners, Inc. 10.58% Add +1.5% 76,430 $16.9M
Koshinski Asset Management, Inc. 1.43% Add +4.3% 75,973 $16.8M
Alps Advisors Inc. 0.10% Add +1.2% 75,965 $16.8M
Berkshire Asset Management LLC 0.81% Add +2.3% 75,301 $16.8M
Oak Hill Wealth Advisors, LLC 3.91% Add +2.8% 75,928 $16.8M
Focus Partners Advisor Solutions, LLC 0.25% Add +14.0% 75,486 $16.7M
Daymark Wealth Partners, LLC 0.72% Add +4.5% 75,411 $16.7M
Aspiriant, LLC 0.57% Add +29.7% 74,582 $16.5M
StoneX Group Inc. 0.91% Add +8.7% 74,500 $16.5M
Twele Capital Management, Inc. 3.48% Add +14.6% 74,041 $16.4M
Ameritas Advisory Services, LLC 0.66% Add +9.9% 72,338 $16.3M
Crane Advisory, LLC 2.94% Add +11.4% 78,887 $16.2M
Compton Wealth Advisory Group, LLC 4.49% Add +3.2% 72,939 $16.2M
DeDora Capital, Inc. 4.64% Add +0.7% 72,628 $16.1M
Salem Investment Counselors Inc. 0.56% Reduce -0.1% 72,194 $16.0M
Great Valley Advisor Group, Inc. 0.34% Add +7.0% 72,085 $16.0M
Full Sail Capital, LLC 1.03% Add +9.8% 71,786 $15.9M
Gemmer Asset Management LLC 1.59% Add +0.7% 71,686 $15.9M
SPC Financial, Inc. 1.36% Add +30.0% 69,706 $15.5M
Monterey Private Wealth, Inc. 4.54% Add +4.5% 69,560 $15.4M
Glenview Trust Co 0.30% Add +1.9% 69,460 $15.4M
SAM Advisors, LLC 5.71% Reduce -1.0% 68,673 $15.2M
Strategic Investment Advisors / MI 1.61% Add +1.8% 68,558 $15.2M
First Manhattan Co. Llc. 0.04% Add +13.8% 68,210 $15.1M
Golden Road Advisors LLC 11.68% Add +0.9% 67,447 $15.0M
Marietta Wealth Management, LLC 2.19% Reduce -19.1% 67,330 $14.9M
Tectonic Advisors LLC 0.93% Add +3.9% 67,302 $14.9M
Sage Rhino Capital LLC 3.45% Add +7.2% 67,119 $14.9M
HB Wealth Management, LLC 0.12% Add +2.5% 66,534 $14.8M
Bradley Foster & Sargent Inc. 0.25% Reduce -14.9% 65,806 $14.6M
Apollon Wealth Management, LLC 0.32% Reduce -12.0% 65,083 $14.4M
Fiducient Advisors LLC 1.79% Reduce -15.2% 64,442 $14.3M
Whittier Trust Co. of Nevada Inc. 0.36% Add +1.7% 64,419 $14.3M
Lido Advisors, LLC 0.09% Add +4.5% 64,191 $14.2M
Riverview Capital Advisers, LLC 4.45% Reduce -34.1% 63,862 $14.2M
Bristlecone Advisors, LLC 1.16% Reduce -1.3% 63,789 $14.1M
Charles Schwab Trust Co 1.17% Add +8.7% 62,944 $14.0M
Iron Horse Wealth Management, LLC 4.47% Add +4.7% 62,845 $13.9M
Nuveen, LLC 0.00% — 62,680 $13.9M
AJ Advisors, LLC 7.10% Add +2.5% 62,533 $13.9M
Noble Family Wealth, LLC 3.74% Add +9.6% 61,310 $13.6M
Cresset Asset Management, LLC 0.07% Add +3.0% 60,341 $13.4M
CRA Financial Services, LLC 2.29% Add +3.3% 60,284 $13.4M
Allworth Financial LP 0.07% Add +38.4% 61,724 $13.3M
Blair William & Co. 0.04% Reduce -0.1% 59,415 $13.2M
Penserra Capital Management LLC 0.23% Reduce -31.8% 59,236 $13.1M
Atria Investments, Inc 0.17% Add +8.5% 59,107 $13.1M
McIlrath & Eck, LLC 1.60% Add +7.2% 58,895 $13.1M
Beacon Pointe Advisors, LLC 0.15% Reduce -11.6% 58,569 $13.0M
Wealth Architects, LLC 1.43% Reduce -0.7% 58,508 $13.0M
Acropolis Investment Management, LLC 0.76% Reduce -2.6% 57,475 $12.7M
Capital Management Associates, Inc 2.88% Add +95.7% 57,398 $12.7M
Abound Wealth Management 4.24% Add +15.8% 57,354 $12.7M
McClarren Financial Advisors, Inc. 8.40% New 54,225 $12.7M
Burling Wealth Partners, LLC 2.67% Add +2.9% 57,161 $12.7M
Apella Capital, LLC 0.43% Add +7.2% 59,585 $12.6M
BOK Financial Private Wealth, Inc. 0.94% Add +2.4% 56,480 $12.5M
Plum Street Advisors, LLC 6.03% Add +5.7% 56,413 $12.5M
EverSource Wealth Advisors, LLC 0.68% Reduce -2.2% 56,198 $12.5M
Rainey & Randall Wealth Advisors Inc. 2.44% Add +4.7% 56,158 $12.5M
Ballentine Partners, LLC 0.21% Add +48.5% 54,966 $12.2M
PrairieView Partners, LLC 1.27% Add +17.8% 54,761 $12.1M
Permanent Capital Management, LP 3.48% Add +0.4% 54,753 $12.1M
Curran Financial Partners, LLC 2.96% Add +15.1% 54,390 $12.1M
NorthCoast Asset Management LLC 0.06% Add +14.2% 54,323 $12.0M
Fiduciary Wealth Partners, LLC 10.38% — 54,177 $12.0M
Kestra Private Wealth Services, LLC 0.20% Add +8.5% 54,069 $12.0M
Trust Co of the South 2.50% Add +6.6% 54,030 $12.0M
Atmos Advisory, LLC 8.04% Add +1.8% 53,995 $12.0M
QRG Capital Management, Inc. 0.12% Add +14.0% 53,907 $12.0M
Staley Capital Advisers Inc. 0.54% Reduce -2.2% 53,904 $12.0M
VSM Wealth Advisory, LLC 4.28% Add +0.5% 53,701 $11.9M
GoalFusion Wealth Management, LLC 6.48% Add +3.4% 53,362 $11.8M
Frisco Financial Planning LLC 11.45% Add +0.2% 53,284 $11.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.30% Add +0.2% 53,160 $11.8M
McAdam, LLC 0.73% Reduce -7.2% 52,966 $11.7M
Quadrature Capital Ltd 0.26% Add +332.6% 52,763 $11.7M
Whittier Trust Co. 0.16% Reduce -1.6% 52,306 $11.6M
CoreCap Advisors, LLC 0.51% Add +12.5% 52,219 $11.6M
Asset Management Group, Inc. 2.12% Reduce -0.0% 51,806 $11.5M
Principal Securities, Inc. 0.26% Add +2.7% 47,618 $11.4M
Wedmont Private Capital 0.58% Reduce -25.7% 55,134 $11.3M
ETF Portfolio Partners, Inc. 3.41% Add +803.0% 51,036 $11.3M
25 LLC 4.68% Add +2.6% 51,000 $11.3M
Bleakley Financial Group, LLC 0.36% Reduce -2.1% 50,985 $11.3M
B. Riley Wealth Advisors, Inc. 0.34% Reduce -1.4% 50,895 $11.3M
Arrow Financial Corp 1.26% Reduce -0.6% 50,745 $11.3M
JFG Wealth Management, LLC 2.55% Add +6.0% 50,600 $11.2M
Oppenheimer & Co. Inc. 0.17% Reduce -9.4% 50,485 $11.2M
Arbor Wealth Advisors LLC 9.96% Add +1.9% 50,370 $11.2M
BNP Paribas Financial Markets 0.01% Reduce -65.8% 49,403 $11.0M
Canandaigua National Bank & Trust Co. 1.09% Reduce -2.7% 49,332 $10.9M
St. Louis Trust Co 1.58% Reduce -1.3% 49,257 $10.9M
Johnson Investment Counsel Inc. 0.11% Add +4.6% 49,141 $10.9M
White Wing Wealth Management 8.40% Add +6.5% 52,068 $10.8M
David Kennon Inc 4.28% Reduce -2.4% 48,526 $10.8M
Capital Group Private Client Services, Inc. 0.10% Add +17.0% 48,489 $10.8M
First National Corp. /Ma/ 2.37% Add +2.1% 48,350 $10.7M
Aries Wealth Management 2.89% Add +0.7% 47,995 $10.6M
Silver Coast Investments LLC 4.02% Add +8.2% 47,831 $10.6M
O'Connor Financial Group LLC 5.50% Add +2.6% 47,726 $10.6M
Focused Wealth Management, Inc 1.44% Add +4.3% 47,688 $10.6M
Advisor Resource Council 0.85% Add +3602.4% 50,056 $10.5M
Roberts Wealth Advisors, LLC 3.25% Reduce -10.8% 47,505 $10.5M
OneDigital Investment Advisors LLC 0.12% Reduce -1.9% 47,291 $10.5M
Clarity Wealth Advisors, LLC 2.90% Add +1.3% 47,213 $10.5M
High Note Wealth, LLC 2.59% Add +1.5% 47,195 $10.5M
TD Private Client Wealth LLC 0.29% Add +16.3% 46,985 $10.4M
Rossmore Private Capital 1.28% Reduce -1.4% 46,967 $10.4M
Smith & Howard Wealth Management, LLC 2.84% Add +20.0% 46,874 $10.4M
Spectrum Financial Alliance Ltd LLC 3.34% Add +1.1% 46,372 $10.3M
Bartlett & Co. Wealth Management LLC 0.15% Reduce -1.1% 46,308 $10.3M
Kathmere Capital Management, LLC 0.87% Add +2.7% 46,244 $10.3M
Benjamin Edwards Inc. 0.14% Reduce -0.6% 46,013 $10.2M
Proquility Private Wealth Partners, LLC 3.14% Reduce -1.0% 46,001 $10.2M
Caprock Group, LLC 0.31% Add +1.7% 45,993 $10.2M
World Investment Advisors 0.26% Add +25.7% 45,831 $10.2M
Von Berge Wealth Management Group, LLC 6.56% Add +0.5% 47,202 $10.2M
PDS Planning, Inc 0.86% Reduce -0.2% 45,772 $10.1M
Vawter Financial, Ltd. 5.68% Add +5.9% 45,670 $10.1M
Orgel Wealth Management, LLC 0.26% Add +2.6% 45,518 $10.1M
U.S. Capital Wealth Advisors, LLC 0.31% Reduce -1.3% 45,483 $10.1M
Sage Mountain Advisors LLC 0.74% Reduce -1.1% 45,432 $10.1M
Cynosure Group, LLC 1.39% Add +33.7% 45,349 $10.1M
Flagship Harbor Advisors, LLC 0.53% Reduce -2.8% 45,236 $10.0M
Agate Pass Investment Management, LLC 4.23% Reduce -8.7% 44,633 $9.9M
Ashton Thomas Private Wealth, LLC 0.38% Add +3.1% 44,294 $9.8M
JDM Financial Group LLC 4.97% Add +3.3% 44,174 $9.8M
Capital Planning LLC 2.73% Reduce -2.1% 43,977 $9.8M
Bear Mountain Capital, Inc. 3.77% Add +6.7% 44,968 $9.7M
Integral Investment Advisors, Inc. 3.09% Add +6.7% 43,683 $9.7M
Sand Hill Global Advisors, LLC 0.40% Add +16.2% 43,606 $9.7M
Perigon Wealth Management, LLC 0.25% Add +2.5% 43,577 $9.7M
Fee-Only Financial Planning, L.C. 6.57% Reduce -0.8% 43,429 $9.6M
Stratos Wealth Partners, LTD. 0.15% Add +7.5% 43,308 $9.6M
Manning & Napier Advisors LLC 0.12% Reduce -1.1% 43,237 $9.6M
Cherry Tree Wealth Management, LLC 2.28% Add +2.5% 42,699 $9.5M
RFG Holdings, Inc. 3.08% Add +13.3% 42,648 $9.5M
DORVAL Corp 3.79% Add +0.9% 39,617 $9.4M
VestGen Advisors, LLC 0.43% — 42,353 $9.4M
Fonville Wealth Management LLC 2.77% Add +21.6% 42,764 $9.4M
Parkside Advisors LLC 2.25% Add +0.4% 42,141 $9.3M
Peddock Capital Advisors, LLC 2.36% Reduce -4.3% 42,086 $9.3M
Chilton Capital Management LLC 0.40% Reduce -5.8% 42,005 $9.3M
Red Wave Investments LLC 3.33% Reduce -8.7% 41,859 $9.3M
Waverly Advisors, LLC 0.11% Add +17.7% 41,831 $9.3M
NORTHSTAR ASSET MANAGEMENT Co 2.22% Add +1.3% 41,529 $9.2M
Fifth Third Wealth Advisors LLC 0.47% Reduce -3.0% 41,355 $9.2M
TD Capital Management LLC 0.93% Add +0.8% 41,256 $9.1M
Diversify Wealth Management, LLC 0.68% Add +8.1% 42,127 $9.1M
GeoWealth Management, LLC 0.37% Reduce -25.5% 41,142 $9.1M
Mason & Associates, LLC 2.61% Reduce -1.4% 40,871 $9.1M
Evolution Wealth Advisors, LLC 1.50% Reduce -1.6% 40,428 $9.0M
CSM Advisors, LLC 0.49% Reduce -13.6% 40,186 $8.9M
Harbor Advisory Corp. 2.99% Add +3.8% 40,153 $8.9M
Circle Wealth Management, LLC 0.21% Reduce -1.4% 40,116 $8.9M
O'shaughnessy Asset Management, LLC 0.07% Reduce -20.6% 40,108 $8.9M
Beacon Financial Strategies CORP 5.97% Reduce -0.7% 39,946 $8.9M
Dynamic Advisor Solutions LLC 0.29% New 39,892 $8.8M
Elm Partners Management LLC 0.57% Reduce -62.3% 39,685 $8.8M
Leeward Financial Partners, LLC 3.27% Add +6.8% 39,503 $8.8M
Florida Trust Wealth Management Co 0.28% Add +1.3% 39,181 $8.7M
Dunhill Financial, LLC 3.94% Add +242.1% 38,983 $8.7M
Kearns & Associates LLC 5.60% Reduce -1.4% 38,905 $8.6M
Culbertson A N & Co. Inc. 1.38% Reduce -1.4% 38,898 $8.6M
Nicolet Advisory Services, LLC 0.85% Reduce -2.2% 42,439 $8.6M
Horizons Wealth Management 6.49% Add +0.4% 38,737 $8.6M
Fiduciary Advisors, Inc. 8.44% Add +1.8% 38,560 $8.6M
Madrona Financial Services, LLC 2.35% New 38,535 $8.5M
Rwa Wealth Partners, LLC 0.11% Add +5.8% 38,236 $8.5M
Exchange Traded Concepts, LLC 0.15% New 38,178 $8.5M
James J. Burns & Company, LLC 1.51% Add +6.4% 38,132 $8.5M
Frontier Asset Management, LLC 2.45% Reduce -10.9% 38,131 $8.5M
BlueSky Wealth Advisors, LLC 1.31% Add +1.2% 38,080 $8.4M
Quantinno Capital Management LP 0.05% Add +590.4% 37,825 $8.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.66% Reduce -10.3% 37,326 $8.3M
Empower Advisory Group, LLC 0.03% Reduce -1.4% 37,420 $8.3M
Evergreen Capital Management LLC 0.28% Reduce -1.3% 37,217 $8.3M
Axiom Financial Strategies, LLC 4.86% Add +1.8% 36,948 $8.2M
Hoge Financial Services, LLC 5.71% Add +5.3% 36,840 $8.2M
Venture Visionary Partners LLC 0.34% Reduce -23.2% 36,822 $8.2M
Sawgrass Asset Management LLC 1.00% No change 36,735 $8.1M
Robertson Stephens Wealth Management, LLC 0.30% Reduce -1.9% 36,261 $8.0M
Pinion Investment Advisors, LLC 1.77% Add +81.6% 36,174 $8.0M
Sandy Cove Advisors, LLC 3.22% Add +1.2% 36,111 $8.0M
Lokken Investment Group LLC 3.35% Add +2.4% 35,861 $8.0M
Plancorp, LLC 0.32% Add +1270.5% 35,839 $7.9M
Johnson Bixby & Associates, LLC 1.19% Add +2.7% 35,821 $7.9M
Lazard Asset Management LLC 0.01% Reduce -0.8% 35,621 $7.9M
Brick & Kyle, Associates 3.64% Reduce -0.6% 35,930 $7.9M
Steph & Co. 2.82% Reduce -7.7% 35,392 $7.8M
Concurrent Investment Advisors, LLC 0.19% Reduce -22.4% 35,137 $7.8M
Chesley Taft & Associates LLC 0.38% Reduce -0.6% 35,117 $7.8M
Bailard, Inc. 0.20% Reduce -0.1% 35,115 $7.8M
Cornerstone National Bank & Trust Co 3.48% Add +0.1% 35,112 $7.8M
Optas, LLC 1.35% Add +95.8% 34,998 $7.8M
Rareview Capital LLC 4.91% Add +115.4% 34,969 $7.8M
Dynasty Wealth Management, LLC 0.13% Add +3.1% 34,866 $7.7M
WESCAP Management Group, Inc. 1.89% Reduce -3.2% 34,843 $7.7M
RW Investment Management LLC 0.95% Add +16.4% 34,805 $7.7M
Benchmark Wealth Management, LLC 3.73% Reduce -5.3% 34,787 $7.7M
US Financial Advisors, LLC 2.27% Reduce -3.6% 34,700 $7.7M
Exencial Wealth Advisors, LLC 0.29% Reduce -2.9% 34,672 $7.7M
Sequoia Financial Advisors, LLC 0.06% Add +18.9% 34,669 $7.7M
Prosperitas Financial LLC 3.97% Add +18.4% 34,644 $7.7M
Praetorian Wealth Management, Inc. 1.87% Add +3.0% 34,503 $7.7M
Annex Advisory Services, LLC 0.21% Reduce -49.0% 34,161 $7.6M
Financial Counselors Inc. 0.11% Reduce -6.3% 34,043 $7.5M
Single Point Partners, LLC 1.77% Add +2.4% 34,009 $7.5M
Greenbush Financial Group, LLC 3.74% Add +11.6% 33,876 $7.5M
Black Diamond Financial, LLC 1.12% Reduce -0.1% 33,599 $7.5M
Elite Financial, Inc. 3.92% Add +0.4% 33,405 $7.4M
Crestwood Advisors Group, LLC 0.14% Add +0.6% 33,393 $7.4M
TriaGen Wealth Management LLC 2.61% Add +0.5% 33,368 $7.4M
Bridges Investment Management Inc. 0.11% Add +1.4% 33,366 $7.4M
Warwick Investment Management, Inc. 1.54% Reduce -0.3% 33,363 $7.4M
Fiduciary Trust Co 0.10% Reduce -1.1% 33,018 $7.3M
Allianz SE 0.20% Reduce -1.9% 32,959 $7.3M
Rinkey Investments 2.31% Reduce -11.6% 32,880 $7.3M
IFP Advisors, Inc 0.22% Add +16.7% 32,785 $7.3M
Mitchell McLeod Pugh & Williams Inc. 1.50% Add +10.7% 32,668 $7.2M
Logan Capital Management Inc. 0.33% Reduce -0.5% 32,587 $7.2M
Old Mission Investment Co LLC 2.18% Add +2.2% 32,586 $7.2M
Valmark Advisers, Inc. 0.11% Add +5.9% 32,518 $7.2M
Haverford Trust Co 0.07% Reduce -0.6% 32,426 $7.2M
Beirne Wealth Consulting Services, LLC 2.56% Add +0.4% 32,400 $7.2M
Howard Wealth Management, LLC 3.99% Reduce -3.9% 32,253 $7.2M
Oldfather Financial Services, LLC 2.71% Add +2.4% 32,164 $7.1M
Savant Capital, LLC 0.06% Reduce -65.6% 32,159 $7.1M
Tidal Investments LLC 0.06% Add +676.1% 32,115 $7.1M
Capital Advantage, Inc. 1.29% No change 29,545 $7.1M
Gilman Hill Asset Management, LLC 1.23% Add +4.4% 32,000 $7.1M
Rehmann Capital Advisory Group 0.44% Add +8.4% 31,740 $7.0M
Waller Financial Planning Group, Inc. 1.98% Reduce -13.0% 31,727 $7.0M
Wambolt & Associates, LLC 2.36% Add +7.9% 31,083 $6.9M
National Bank of Canada 0.01% Add +84.7% 31,186 $6.9M
Ancora Advisors LLC 0.15% Reduce -0.8% 31,181 $6.9M
Five Pine Wealth Management 5.63% Add +5.1% 31,159 $6.9M
Manchester Capital Management LLC 0.85% Add +0.6% 31,077 $6.9M
Pictet North America Advisors SA 0.69% Add +2596.3% 30,980 $6.9M
Arkos Global Advisors 1.01% Reduce -3.0% 30,965 $6.9M
BluePointe Capital Management, LLC 2.62% Add +23.7% 30,958 $6.9M
Fi3 FINANCIAL ADVISORS, LLC 2.77% Reduce -2.1% 30,718 $6.8M
Latigo Investments, LLC 3.63% No change 30,671 $6.8M
GoalVest Advisory LLC 1.87% Reduce -9.9% 30,640 $6.8M
Colony Family Offices, LLC 2.10% Reduce -0.8% 30,297 $6.7M
Ascent Group, LLC 0.29% Add +13.3% 30,091 $6.7M
Visionary Wealth Advisors 0.40% Add +19.2% 30,067 $6.7M
Bokf, NA 0.12% Add +7.5% 29,947 $6.6M
BTG Pactual Asset Management US LLC 0.86% Add +1.4% 29,728 $6.6M
Cozad Asset Management Inc. 0.65% Add +2.8% 29,513 $6.5M
Titleist Asset Management, LLC 0.76% Add +7.4% 29,441 $6.5M
SageView Advisory Group, LLC 0.28% Reduce -13.3% 29,173 $6.5M
Family Wealth Partners, LLC 2.93% Reduce -1.6% 28,974 $6.4M
Wealth Management Strategies, Inc. 4.29% Add +11.0% 28,949 $6.4M
Evolution Advisers, Inc. 3.37% Add +12.3% 30,085 $6.4M
Level Four Advisory Services, LLC 0.26% Add +0.4% 28,820 $6.4M
Grove Bank & Trust 0.85% Add +35.1% 28,723 $6.4M
Ruggaard & Associates LLC 2.78% Add +1.4% 28,598 $6.3M
Webster Bank, N. A. 0.70% Reduce -3.9% 28,590 $6.3M
Family Investment Center, Inc. 1.55% Reduce -7.3% 28,557 $6.3M
NavPoint Financial, Inc. 4.44% Add +1.0% 28,444 $6.3M
Wealthcare Advisory Partners LLC 0.17% Add +35.6% 28,379 $6.3M
Snowden Capital Advisors LLC 0.20% Add +11.0% 28,281 $6.3M
Franklin Resources Inc. 0.00% Reduce -2.6% 28,265 $6.3M
Penney Financial, LLC 4.11% Add +5.1% 28,252 $6.3M
Westwood Holdings Group Inc. 0.05% New 28,082 $6.2M
Sovereign Financial Group, Inc. 1.43% Add +5.9% 28,066 $6.2M
Cambridge Advisors Inc. 1.36% No change 28,036 $6.2M
J.W. Cole Advisors, Inc. 0.19% Reduce -16.5% 27,860 $6.2M
McNamara Financial Services, Inc. 1.31% Reduce -0.1% 27,547 $6.1M
Beacon Financial Planning, Inc. 3.49% Add +9.4% 27,409 $6.1M
Prospera Financial Services Inc 0.14% Add +9.5% 27,361 $6.1M
May Hill Capital, LLC 2.28% Reduce -0.1% 27,283 $6.0M
Creekside Partners 3.14% Add +3.6% 27,063 $6.0M
Compass Ion Advisors, LLC 0.71% Reduce -33.4% 27,050 $6.0M
Mutual Advisors, LLC 0.17% Reduce -8.3% 27,927 $6.0M
Roundview Capital LLC 0.43% Add +1.1% 27,017 $6.0M
Fishman Jay A Ltd. 0.65% Reduce -1.9% 26,902 $6.0M
Gill Capital Partners, LLC 2.05% Add +7.8% 26,726 $5.9M
Stratos Wealth Advisors, LLC 0.32% Reduce -4.5% 26,587 $5.9M
Signature Estate & Investment Advisors LLC 0.16% Add +1.6% 26,573 $5.9M
Liberty Square Wealth Partners LLC 2.22% Reduce -0.6% 26,243 $5.8M
Signal Advisors Wealth, LLC 0.57% Add +18.8% 26,190 $5.8M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.65% Reduce -1.9% 26,038 $5.8M
Headinvest, LLC 1.11% Reduce -0.1% 25,663 $5.7M
Fifth Third Securities, Inc. 0.48% Add +7.0% 25,530 $5.7M
Sigma Planning Corp 0.18% Add +17.6% 25,250 $5.6M
Washington Trust Bank 0.56% Add +21.2% 25,068 $5.6M
Quest Investment Management LLC 0.69% Add +5.8% 24,965 $5.5M
Cathy Pareto & Associates, Inc. 4.88% Reduce -0.3% 24,911 $5.5M
Continuum Advisory, LLC 0.71% Add +4.7% 24,883 $5.5M
First PREMIER Bank 1.40% Add +0.8% 24,869 $5.5M
Brooklyn FI, LLC 1.70% Add +6.8% 26,442 $5.5M
Mesirow Financial Investment Management, Inc. 0.11% Add +48.1% 24,858 $5.5M
Rialto Wealth Management, LLC 1.73% Reduce -0.0% 24,838 $5.5M
AQR Capital Management 0.01% Add +12.8% 24,682 $5.5M
Farrell Financial LLC 3.98% Reduce -2.1% 24,681 $5.5M
Duncan Williams Asset Management, LLC 1.97% Add +20.6% 24,638 $5.5M
WP Advisors, LLC 1.82% Add +10.7% 24,594 $5.5M
Evercore Wealth Management, LLC 0.09% Reduce -0.1% 24,591 $5.5M
Abacus Planning Group, Inc. 0.95% Reduce -11.3% 24,497 $5.4M
Ramiah Investment Group 5.20% Reduce -14.0% 24,464 $5.4M
Walkner Condon Financial Advisors LLC 1.10% Reduce -4.0% 24,463 $5.4M
Brightwater Advisory LLC 4.29% Add +1.1% 24,441 $5.4M
Texas Yale Capital Corp. 0.22% Reduce -2.6% 24,262 $5.4M
First Merchants Corp. 0.21% Reduce -0.0% 24,174 $5.4M
Peterson Wealth Advisors, LLC 1.04% Add +43.6% 26,935 $5.4M
White Lighthouse Investment Management Inc. 0.96% Reduce -3.6% 24,150 $5.4M
Farther Finance Advisors, LLC 0.14% Add +60.3% 24,023 $5.3M
Aurelius Family Office LLC 2.71% Reduce -10.7% 24,078 $5.3M
West Bancorporation Inc. 3.63% Add +54.3% 24,073 $5.3M
Essex Financial Services, Inc. 0.38% Add +12.2% 24,016 $5.3M
Causey Wealth LLC 2.98% Reduce -16.1% 23,998 $5.3M
Cadent Capital Advisors, LLC 2.02% Reduce -4.2% 23,972 $5.3M
GTS Securities LLC 0.23% New 23,900 $5.3M
BIP Wealth, LLC 0.34% Add +3.1% 23,842 $5.3M
Arcadia Wealth Management, LLC 2.61% Reduce -4.6% 23,837 $5.3M
Greenhouse Wealth Management, LLC 3.94% Reduce -0.2% 23,780 $5.3M
Kingswood Wealth Advisors, LLC 0.48% Reduce -18.8% 23,713 $5.3M
Sage Financial Group Inc. 0.42% Add +7.3% 23,656 $5.2M
Squarepoint Ops LLC 0.01% New 23,227 $5.2M
American Investment Services, Inc. 0.90% Add +0.6% 23,154 $5.1M
Savvy Advisors, Inc. 0.51% Add +7.6% 23,019 $5.1M
Mill Creek Capital Advisors, LLC 0.12% Add +0.1% 22,954 $5.1M
One Capital Management, LLC 0.17% Add +15.8% 22,864 $5.1M
Sagace Wealth Management LLC 3.82% Add +0.4% 22,764 $5.0M
Asset Planning Corporation 2.97% Add +3.1% 22,746 $5.0M
WASHINGTON TRUST Co 0.19% Reduce -3.0% 22,709 $5.0M
Ieq Capital, LLC 0.04% Add +53.3% 22,339 $5.0M
Sandy Spring Bank 0.21% Add +5.7% 22,316 $4.9M
Larson Financial Group LLC 0.23% Reduce -2.3% 22,270 $4.9M
Galvin, Gaustad & Stein, LLC 0.45% Reduce -2.3% 22,267 $4.9M
Simon Quick Advisors, LLC 0.28% Add +3.1% 22,234 $4.9M
Meeder Advisory Services, Inc. 0.30% Add +11.8% 22,216 $4.9M
United Bank 0.63% Add +15.6% 22,209 $4.9M
CWA Asset Management Group, LLC 0.24% Add +65.2% 22,144 $4.9M
Commerce Bank 0.03% Add +0.0% 22,045 $4.9M
Certified Advisory Corp 0.55% Add +1.0% 21,974 $4.9M
LongView Wealth Management 1.45% Add +0.3% 21,784 $4.8M
Prepared Retirement Institute LLC 3.08% Reduce -14.3% 21,760 $4.8M
Cypress Wealth Services, LLC 0.98% Add +0.1% 21,744 $4.8M
Aptus Capital Advisors, LLC 0.05% Add +5.0% 21,721 $4.8M
Financial Futures Ltd Liability Co. 2.71% Add +8.4% 21,568 $4.8M
CW Advisors, LLC 0.06% Add +58.0% 21,364 $4.8M
Freestone Capital Holdings, LLC 0.18% Add +9.7% 21,377 $4.7M
Index Fund Advisors, Inc. 0.29% Reduce -2.0% 21,347 $4.7M
Aspire Private Capital, LLC 1.18% Add +5.3% 21,335 $4.7M
Condor Capital Management 0.44% Reduce -14.3% 21,203 $4.7M
RFG Advisory, LLC 0.13% Add +28.9% 21,138 $4.7M
Cambridge Capital Management, LLC 2.96% Add +15.0% 21,115 $4.7M
Thrive Wealth Management, LLC 0.89% Add +5.5% 21,042 $4.7M
GFS Advisors, LLC 0.94% Add +70.1% 21,025 $4.7M
Integrated Advisors Network LLC 0.24% Add +8.1% 21,020 $4.7M
Renaissance Technologies 0.01% Add +11.7% 21,000 $4.7M
Newton One Investments LLC 1.66% Add +0.3% 20,948 $4.6M
James Reed Financial Services, Inc. 5.15% Reduce -1.1% 20,844 $4.6M
Mackenzie Financial Corp. 0.01% Add +12.4% 20,818 $4.6M
Pinnacle Financial Group, LLC / IL 1.68% Add +10.5% 20,818 $4.6M
Ausdal Financial Partners, Inc. 0.35% Add +20.5% 20,763 $4.6M
Financial Insights, Inc. 1.83% Add +2.1% 20,685 $4.6M
Alpine Bank Wealth Management 0.74% — 20,666 $4.6M
Wilson & Boucher Capital Management, LLC 3.40% Reduce -2.7% 20,602 $4.6M
Baron Silver Stevens Financial Advisors, LLC 0.80% Add +5.6% 20,520 $4.6M
Earned Wealth Advisors, LLC 1.00% Add +2192.6% 20,519 $4.6M
Stage Harbor Financial, LLC 3.84% Reduce -1.3% 20,464 $4.5M
Balanced Wealth Group LLC 2.19% Add +0.4% 20,451 $4.5M
FinDec Wealth Services, Inc. 4.47% Add +149.3% 20,390 $4.5M
S.A. Mason LLC 2.38% Add +4.4% 20,291 $4.5M
Wilmington Savings Fund Society, FSB 0.08% Reduce -3.4% 20,280 $4.5M
Prime Capital Investment Advisors, LLC 0.05% Add +12.1% 20,229 $4.5M
Aegis Wealth Management LLC 2.64% Add +27.2% 20,217 $4.5M
Horizon Family Wealth, Inc. 2.99% Add +22.8% 20,214 $4.5M
Keystone Financial Group 0.46% Reduce -0.6% 20,111 $4.5M
Claro Advisors Inc. 0.59% Add +3.2% 20,037 $4.4M
Waldron Private Wealth LLC 0.21% Reduce -4.5% 20,024 $4.4M
IFG Advisors, LLC 0.86% Reduce -1.4% 20,020 $4.4M
Keyvantage Wealth, LLC 2.16% Add +1137.6% 20,012 $4.4M
Pathway Financial Advisors LLC 0.80% Reduce -0.1% 19,971 $4.4M
Stonebridge Capital Advisors LLC 0.36% Add +17.5% 19,971 $4.4M
Consolidated Portfolio Review Corp 0.71% Add +0.9% 19,907 $4.4M
Bernardo Wealth Planning LLC 1.05% Add +0.8% 19,713 $4.4M
First Bancorp, Inc 2.84% Add +6.7% 19,709 $4.4M
Thoroughbred Financial Services, LLC 0.27% Reduce -0.2% 19,707 $4.4M
Martel Wealth Advisors LLC 0.87% Reduce -3.8% 19,634 $4.4M
Ti-Trust, Inc. 2.88% Add +3.5% 19,580 $4.3M
GenTrust, LLC 0.21% Reduce -0.5% 19,537 $4.3M
Advisory Services Network, LLC 0.08% Reduce -13.1% 19,516 $4.3M
DAVENPORT & Co LLC 0.03% Add +2.4% 19,478 $4.3M
Citadel Advisors 0.00% Reduce -51.3% 19,457 $4.3M
Salomon & Ludwin, LLC 0.46% Reduce -2.7% 19,425 $4.3M
Clayton Financial Group LLC 1.58% Add +1.5% 19,416 $4.3M
Roble, Belko & Company, Inc 0.68% Add +5.1% 19,308 $4.3M
Meridian Wealth Management, LLC 0.21% Add +1.3% 19,233 $4.3M
Wesbanco Bank Inc. 0.15% Add +17.6% 19,231 $4.3M
Gleason Group, Inc. 0.77% Add +0.2% 19,229 $4.3M
Sensible Financial Planning & Management, LLC. 0.85% Add +19.9% 19,146 $4.2M
Better Money Decisions, LLC 2.83% Add +1.7% 19,115 $4.2M
AlphaCore Capital LLC 0.36% Add +8.3% 19,052 $4.2M
Waycross Investment Management Co 4.71% Reduce -11.5% 18,834 $4.2M
Magnus Financial Group LLC 0.41% Reduce -2.8% 18,801 $4.2M
Hartmann Taylor Wealth Management, LLC 3.71% — 18,678 $4.1M
Sax Wealth Advisors, LLC 0.30% Add +123.6% 18,654 $4.1M
Harbour Investments, Inc. 0.12% Reduce -0.1% 18,577 $4.1M
JMG Financial Group, Ltd. 0.14% Reduce -3.3% 18,516 $4.1M
Topel & Distasi Wealth Management, LLC 1.90% Reduce -1.4% 18,370 $4.1M
Frazier Financial Advisors, LLC 3.13% Add +3.3% 18,306 $4.1M
Bison Wealth, LLC 0.38% Add +20.9% 18,302 $4.1M
Jacobsen Capital Management 1.76% Add +9.7% 18,292 $4.1M
Cornerstone Wealth Management, LLC 0.27% Reduce -3.6% 18,083 $4.0M
Councilor Wealth, LLC 1.99% Add +4.9% 17,951 $4.0M
Keeley-Teton Advisors, LLC 0.48% No change 17,902 $4.0M
Nadler Financial Group, Inc. 0.44% Reduce -6.2% 17,842 $4.0M
Beam Wealth Advisors, Inc. 1.33% Add +8.2% 17,824 $4.0M
Wealth Alliance, LLC 0.48% Add +1.7% 17,775 $3.9M
American Alpha Advisors, LLC 3.49% New 17,749 $3.9M
Bay Harbor Wealth Management, LLC 1.24% Reduce -11.4% 17,743 $3.9M
Calamos Wealth Management LLC 0.20% Add +0.1% 17,700 $3.9M
First Financial Corp. 1.89% Add +5.1% 17,644 $3.9M
McNaughton Wealth Management, LLC 1.89% New 17,579 $3.9M
Courier Capital LLC 0.25% Reduce -0.9% 17,531 $3.9M
Mather Group, Llc. 0.04% Add +0.8% 17,512 $3.9M
Allen Mooney & Barnes Investment Advisors LLC 0.63% No change 17,507 $3.9M
RiverGlades Family Offices LLC 2.79% Reduce -0.6% 17,492 $3.9M
RTD Financial Advisors, Inc. 0.52% Add +10.6% 17,490 $3.9M
Connable Office Inc. 0.41% Reduce -2.8% 17,398 $3.9M
Optimist Retirement Group LLC 1.93% Reduce -3.0% 17,371 $3.9M
Tompkins Financial Corp. 0.37% Add +3.9% 17,341 $3.8M
Mokosak Advisory Group, LLC 1.18% Add +1.1% 17,212 $3.8M
Mystic Asset Management, Inc. 1.01% Reduce -0.1% 17,196 $3.8M
First Heartland Consultants, Inc. 0.39% Reduce -12.8% 17,104 $3.8M
MY Wealth Management Inc. 3.67% Reduce -0.6% 17,081 $3.8M
Lynch Asset Management, Inc. 1.70% No change 17,085 $3.8M
Narus Financial Partners, LLC 1.29% Add +1.5% 17,081 $3.8M
Balentine LLC 0.16% Add +1152.1% 17,079 $3.8M
Modern Wealth Management, LLC 0.12% Add +202.3% 16,978 $3.8M
Mayport, LLC 1.03% Add +0.9% 16,872 $3.7M
Chris Bulman Inc 2.36% Reduce -3.2% 16,847 $3.7M
Nwam LLC 0.32% Reduce -52.3% 16,797 $3.7M
Financial Freedom, LLC 2.14% Reduce -3.0% 16,791 $3.7M
BridgePort Financial Solutions, LLC 1.68% Add +0.9% 16,786 $3.7M
Warner Financial, Inc. 1.62% Reduce -7.7% 16,565 $3.7M
Independent Financial Group, LLC 0.13% Add +8.4% 16,549 $3.7M
SBI Securities Co., Ltd. 0.12% Reduce -2.3% 16,369 $3.6M
Grandview Asset Management LLC 1.38% Add +6.1% 16,341 $3.6M
Keybank National Association 0.01% Reduce -7.8% 16,272 $3.6M
waypoint wealth counsel 2.26% Add +15.6% 16,206 $3.6M
Pinnacle Financial Partners Inc 0.07% Add +1.7% 15,672 $3.5M
First United Bank & Trust 1.32% Reduce -0.9% 15,959 $3.5M
Great Lakes Advisors, LLC 0.03% Add +18.0% 15,930 $3.5M
Graypoint LLC 0.22% Reduce -3.1% 15,857 $3.5M
Summit Wealth Partners, LLC 0.71% Reduce -7.4% 15,804 $3.5M
Strategic Blueprint, LLC 0.19% Reduce -0.8% 15,710 $3.5M
Cabot-Wellington, LLC 1.28% Reduce -0.6% 15,704 $3.5M
CWS Financial Advisors, LLC 1.10% Add +3.2% 15,650 $3.5M
Mittelman Wealth Management 3.13% Add +27.1% 15,643 $3.5M
Checchi Capital Advisers, LLC 0.24% Reduce -10.5% 15,577 $3.5M
Valeo Financial Advisors, LLC 0.10% Add +6.9% 15,525 $3.4M
Glass Jacobson Investment Advisors llc 1.13% No change 14,296 $3.4M
REAP Financial Group, LLC 0.85% Add +26.0% 15,466 $3.4M
Farmers & Merchants Investments Inc. 0.11% Reduce -0.7% 15,359 $3.4M
Verum Partners LLC 0.90% Add +17.4% 15,104 $3.3M
PAX Financial Group, LLC 0.59% Reduce -8.2% 15,073 $3.3M
First Horizon Advisors, Inc. 0.09% Reduce -5.9% 15,031 $3.3M
Beacon Bridge Wealth Partners, LLC 1.42% Add +7.3% 14,995 $3.3M
KFA Private Wealth Group, LLC 1.16% Add +9.4% 14,961 $3.3M
Moneco Advisors, LLC 0.34% Reduce -13.9% 14,882 $3.3M
Stephens Consulting, LLC 0.83% Add +0.0% 14,858 $3.3M
VestGen Investment Management 2.46% Reduce -66.1% 14,713 $3.3M
Kathleen S. Wright Associates Inc. 1.34% Add +0.7% 14,630 $3.2M
Greenwich Wealth Management LLC 0.24% Add +0.7% 14,589 $3.2M
Fort Point Capital Partners LLC 0.36% Add +12.9% 14,532 $3.2M
Factor Wealth Management LTD 0.99% Add +17.0% 14,487 $3.2M
Petix & Botte Co 0.84% Reduce -0.2% 14,470 $3.2M
Yoffe Investment Management, LLC 4.71% Add +0.0% 14,459 $3.2M
Financial Advisory Partners, LLC 1.07% Reduce -10.8% 14,445 $3.2M
Frank, Rimerman Advisors LLC 0.25% Reduce -7.3% 14,437 $3.2M
Sepio Capital, LP 0.25% Reduce -1.4% 14,364 $3.2M
Kingsview Wealth Management, LLC 0.06% Reduce -8.1% 14,362 $3.2M
Synovus Financial Corp. 0.04% Add +1.6% 14,325 $3.2M
Ironwood Investment Counsel, LLC 0.55% Reduce -2.3% 14,316 $3.2M
AdvisorNet Financial, Inc 0.24% Add +5.8% 14,297 $3.2M
Rathbones Group PLC 0.02% Add +3.0% 14,289 $3.2M
PFG Advisors 0.18% Reduce -25.8% 14,259 $3.2M
Great Point Wealth Advisors, LLC 0.68% No change 14,231 $3.2M
One Day In July LLC 0.32% Add +1.6% 14,226 $3.2M
Trivium Point Advisory, LLC 0.39% Add +42.3% 14,213 $3.2M
Dakota Wealth Management 0.07% Add +1.4% 14,187 $3.1M
Flow Traders U.S. LLC 0.13% Add +103.2% 14,015 $3.1M
Taylor & Morgan Wealth Management, LLC 2.34% Reduce -2.9% 13,970 $3.1M
Minot DeBlois Advisors LLC 3.08% Add +0.4% 13,953 $3.1M
Accredited Investors Inc. 0.19% Add +3.3% 13,933 $3.1M
West Financial Advisors, LLC 0.59% Add +1.6% 13,929 $3.1M
Meridian Financial Advisors, LLC 2.17% Reduce -0.8% 13,928 $3.1M
Mycio Wealth Partners, LLC 0.73% Add +0.2% 13,871 $3.1M
Geneos Wealth Management Inc. 0.10% Add +30.5% 13,857 $3.1M
Highland Capital Management, LLC 0.18% Add +0.5% 13,727 $3.0M
Refined Wealth Management 2.49% Add +121.9% 13,718 $3.0M
Fiduciary Family Office, LLC 1.01% New 13,709 $3.0M
Paragon Capital Management Inc. 2.45% Reduce -3.8% 13,695 $3.0M
Lane & Associates LLC 1.64% Reduce -2.4% 13,683 $3.0M
PCA Investment Advisory Services Inc. 1.60% Add +4.9% 13,676 $3.0M
Flputnam Investment Management Co. 0.06% Reduce -21.0% 13,646 $3.0M
Roth Financial Partners LLC 1.19% Reduce -0.1% 13,630 $3.0M
Old North State Wealth Management, LLC 1.68% Reduce -1.7% 13,597 $3.0M
Grange Capital, LLC 3.51% Reduce -3.8% 13,562 $3.0M
Advisor OS, LLC 0.34% Add +6.9% 13,530 $3.0M
Regal Investment Advisors LLC 0.24% Reduce -13.1% 13,478 $3.0M
Financial Advocates Investment Management 0.21% Reduce -7.2% 13,394 $3.0M
Ariston Services Group 2.48% Add +7.2% 13,372 $3.0M
Maripau Wealth Management LLC 1.70% Add +6.5% 13,366 $3.0M
Mgo One Seven LLC 0.12% Reduce -10.3% 13,356 $3.0M
Parsons Capital Management Inc. 0.16% Add +7.9% 13,297 $2.9M
Heritage Trust Co 0.36% Reduce -0.7% 13,284 $2.9M
Acorn Wealth Advisors, LLC 1.23% Reduce -2.0% 13,280 $2.9M
Bragg Financial Advisors, Inc 0.12% Reduce -1.2% 13,240 $2.9M
Gradient Capital Advisors, LLC 0.96% Add +0.6% 13,239 $2.9M
Moneywise, Inc. 1.53% Add +160.9% 13,064 $2.9M
Watts Gwilliam & Co., LLC 0.63% Add +0.5% 13,019 $2.9M
Columbia Asset Management 0.59% Add +2.2% 12,976 $2.9M
N.E.W. Advisory Services LLC 0.22% Add +11.4% 12,933 $2.9M
Virtue Capital Management, LLC 0.33% New 12,878 $2.9M
Americana Partners, LLC 0.11% Reduce -17.1% 12,878 $2.9M
Brand Asset Management Group, Inc. 1.19% Reduce -1.1% 12,826 $2.8M
Flagstar Securities, Inc. 0.73% Add +4.6% 12,806 $2.8M
Diversified Trust Co. 0.07% Reduce -2.0% 12,795 $2.8M
Transcend Capital Advisors, LLC 0.20% Add +1.1% 12,637 $2.8M
SOL Capital Management CO 0.31% Reduce -4.3% 12,628 $2.8M
Phillips Financial Management, LLC 0.22% Add +0.9% 12,607 $2.8M
Brookwood Investment Group LLC 0.48% — 12,592 $2.8M
Objective Capital Management, LLC 3.55% Reduce -5.8% 12,561 $2.8M
Strategic Equity Management 1.17% Add +773.7% 12,503 $2.8M
Edmond DE Rothschild Holding S.A. 0.05% No change 12,500 $2.8M
Barrett & Company, Inc. 1.19% Add +7.1% 12,496 $2.8M
Alesco Advisors, LLC, An ESL Co 0.09% Add +0.3% 12,468 $2.8M
IHT Wealth Management, LLC 0.09% Add +14.1% 12,408 $2.8M
Monument Group Wealth Advisors, LLC 1.90% Add +8.3% 12,364 $2.7M
TFB Advisors LLC 0.79% Add +18.6% 12,304 $2.7M
Pension & Wealth Management Advisors, Inc. 1.01% Add +41.9% 12,303 $2.7M
Carr Financial Group Corp 0.89% Reduce -16.2% 12,272 $2.7M
Welch & Forbes LLC 0.04% Reduce -5.1% 12,241 $2.7M
Orin Green Financial, LLC 1.28% New 13,408 $2.7M
SOA Wealth Advisors, LLC. 0.57% Reduce -0.9% 12,222 $2.7M
Gibson Wealth Advisors LLC 2.17% Add +0.7% 12,222 $2.7M
Lindbrook Capital, LLC 0.25% Reduce -13.8% 12,204 $2.7M
Brighton Jones LLC 0.09% Add +1.4% 12,143 $2.7M
Rebalance, LLC 0.20% Add +0.2% 12,109 $2.7M
Investment Research & Advisory Group, Inc. 1.12% Add +2.1% 12,094 $2.7M
Coordinated Financial Services, Inc. 2.08% — 12,069 $2.7M
Canvas Wealth Advisors, LLC 0.69% Add +341.6% 12,872 $2.7M
Tortoise Investment Management, LLC 0.28% Add +1.1% 11,922 $2.6M
Octavia Wealth Advisors, LLC 0.32% Reduce -2.4% 11,918 $2.6M
Marble Harbor Investment Counsel, LLC 0.30% Reduce -1.6% 11,902 $2.6M
Kelleher Financial Advisors 1.05% Add +0.6% 11,830 $2.6M
Parker Financial LLC 1.26% Reduce -9.3% 11,806 $2.6M
Valtinson Bruner Financial Planning LLC 0.88% Reduce -16.9% 11,748 $2.6M
Brio Consultants, LLC 0.41% Add +9.3% 11,727 $2.6M
Investment Advisory Group, LLC 0.87% Add +8.0% 11,692 $2.6M
Vontobel Holding Ltd. 0.01% Add +7.8% 11,614 $2.6M
J Hagan Capital, Inc. 2.08% — 10,650 $2.6M
Sei Investments Co. 0.00% Reduce -6.9% 11,537 $2.6M
Procyon Advisors, LLC 0.16% Add +0.5% 11,502 $2.6M
Cordant, Inc. 1.32% Reduce -0.6% 11,458 $2.5M
Wade Financial Advisory, Inc 0.87% Reduce -6.4% 11,456 $2.5M
Scott & Selber, Inc. 0.81% Add +2.7% 11,452 $2.5M
Silver Oak Securities, Incorporated 0.24% Reduce -8.9% 11,442 $2.5M
BOS Asset Management, LLC 0.87% Add +24.1% 11,401 $2.5M
Joseph P. Lucia & Associates, LLC 1.16% Reduce -4.4% 11,400 $2.5M
Northstar Financial Companies, Inc. 2.73% Reduce -14.6% 11,357 $2.5M
Columbia River Financial Group, LLC 1.68% Reduce -13.0% 11,347 $2.5M
Wells Financial Advisors INC 3.47% Add +1.8% 11,340 $2.5M
Ameritas Investment Partners, Inc. 0.09% Add +15.9% 11,285 $2.5M
Hummer Financial Advisory Services Inc 2.02% Add +1.7% 11,237 $2.5M
Family Capital Management, Inc. 1.53% Reduce -0.1% 11,216 $2.5M
Columbus Macro, LLC 0.33% Add +8.2% 11,215 $2.5M
Strategic Family Wealth Counselors, L.L.C. 0.81% Add +3.4% 11,171 $2.5M
Gainplan LLC 1.61% Reduce -2.2% 11,164 $2.5M
Retirement Planning Group, LLC 0.12% Add +143.3% 11,131 $2.5M
SkyOak Wealth, LLC 0.54% Reduce -2.1% 11,119 $2.5M
TFC Financial Management, Inc. 0.38% Reduce -0.4% 11,079 $2.5M
AE Wealth Management LLC 0.02% Reduce -30.3% 11,045 $2.4M
Michelson Medical Research Foundation, Inc. 2.04% No change 11,010 $2.4M
Radnor Capital Management, LLC 0.41% No change 11,007 $2.4M
New England Private Wealth Advisors LLC 0.38% Reduce -5.6% 10,987 $2.4M
Mosaic Advisors LLC 3.66% Reduce -27.5% 10,976 $2.4M
Smith, Moore & Co. 0.23% Reduce -5.9% 10,976 $2.4M
Life Planning Partners, Inc 2.20% Add +0.6% 10,950 $2.4M
Main Street Financial Solutions, LLC 0.21% Reduce -24.5% 10,942 $2.4M
Spire Wealth Management 0.08% Reduce -73.4% 10,930 $2.4M
Precision Wealth Strategies, LLC 1.85% New 10,921 $2.4M
Creative Financial Designs Inc. 0.19% Add +2.7% 10,898 $2.4M
Performance Wealth Partners, LLC 0.09% Add +7.5% 10,796 $2.4M
D'Orazio & Associates, Inc. 0.36% Reduce -9.2% 10,794 $2.4M
Tudor Investment Corporation 0.02% New 10,754 $2.4M
Holos Integrated Wealth LLC 1.56% Reduce -67.9% 10,722 $2.4M
Graves Light Lenhart Wealth, Inc. 0.29% Add +0.3% 10,675 $2.4M
Klingman & Associates, LLC 0.14% Reduce -2.9% 10,665 $2.4M
Cranbrook Wealth Management, LLC 0.55% Reduce -5.8% 10,656 $2.4M
Evermay Wealth Management LLC 0.31% Add +3.8% 10,652 $2.4M
Tanager Wealth Management LLP 0.31% Reduce -1.4% 10,644 $2.4M
Security Financial Services, INC. 0.47% Add +8.0% 10,609 $2.4M
Prosperity Consulting Group, LLC 0.18% Add +25.0% 10,607 $2.4M
Washington Trust Advisors, Inc. 0.21% Add +2.2% 10,606 $2.4M
Simmons Bank 0.18% Reduce -1.5% 10,596 $2.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.36% Reduce -3.5% 10,554 $2.3M
BTC Capital Management, Inc. 0.21% Add +0.3% 10,526 $2.3M
Gotham Asset Management 0.02% Add +364.1% 10,507 $2.3M
Fiera Capital Corp 0.01% Reduce -11.3% 10,489 $2.3M
Goelzer Investment Management, Inc. 0.13% No change 10,447 $2.3M
Peoples Financial Services Corp. 1.11% Add +0.8% 10,443 $2.3M
Viewpoint Capital Management LLC 1.24% Add +1.2% 10,403 $2.3M
Destiny Wealth Partners, LLC 0.36% Reduce -1.3% 10,340 $2.3M
Scotia Capital Inc. 0.01% Add +3.5% 10,335 $2.3M
Kirtland Hills Capital Management, LLC 1.39% Add +18.8% 11,047 $2.3M
Boyd Wealth Management, LLC 1.14% Add +2.5% 10,301 $2.3M
Orrstown Financial Services Inc. 0.54% Reduce -24.1% 10,291 $2.3M
Gentry Private Wealth, LLC 1.87% New 10,264 $2.3M
Manuka Financial, LLC 1.47% Add +5.6% 10,262 $2.3M
Tritonpoint Wealth, LLC 0.22% Add +45.0% 10,256 $2.3M
Boston Research & Management Inc. 0.56% Reduce -0.8% 10,191 $2.3M
Dorsey & Whitney Trust CO LLC 0.13% Reduce -8.8% 10,179 $2.3M
Kennicott Capital Management LLC 1.47% Reduce -17.3% 10,165 $2.3M
SigFig Wealth Management, LLC 0.08% Add +7.4% 10,165 $2.3M
McKinley Carter Wealth Services, Inc. 0.14% Add +0.5% 10,156 $2.3M
Moisand Fitzgerald Tamayo, LLC 0.31% Reduce -1.0% 10,138 $2.2M
Strategies Wealth Advisors, LLC 0.27% Reduce -0.6% 10,138 $2.2M
JFS Wealth Advisors, LLC 0.15% Reduce -7.8% 10,131 $2.2M
Strategic Financial Concepts, LLC 0.42% Add +1.0% 10,084 $2.2M
Encompass Wealth Advisors, LLC 0.91% Add +3.2% 10,063 $2.2M
Squire Investment Management Company, LLC 0.93% Add +29.8% 10,048 $2.2M
SWP Financial LLC 1.36% Reduce -2.9% 10,066 $2.2M
Neuberger Berman Group LLC 0.00% Add +6.6% 9,941 $2.2M
Principle Wealth Partners LLC 0.16% Add +0.0% 9,939 $2.2M
Fidelis Capital Partners, LLC 0.23% Add +2.6% 10,255 $2.2M
City State Bank 0.72% Add +14.7% 9,904 $2.2M
Modus Advisors, LLC 0.71% Reduce -3.8% 9,847 $2.2M
Westside Investment Management, Inc. 0.47% Add +2.1% 9,839 $2.2M
Argonautica Private Wealth Management, Inc. 0.74% Add +26.9% 9,757 $2.2M
Greenup Street Wealth Management LLC 0.43% Add +23.3% 9,717 $2.2M
Legacy Edge Advisors, LLC 0.34% Reduce -0.0% 9,698 $2.2M
Legacy Advisors, LLC 0.22% Reduce -3.3% 9,669 $2.1M
Wealthspan Partners, LLC 0.99% Reduce -1.5% 9,652 $2.1M
Elwood & Goetz Wealth Advisory Group, LLC 0.52% Reduce -0.7% 9,621 $2.1M
Traveka Wealth, LLC 1.20% Reduce -4.6% 9,614 $2.1M
Debussy Capital Management LP 0.34% Add +0.6% 9,606 $2.1M
First Citizens Bank & Trust Co. 0.05% Add +38.3% 9,561 $2.1M
Ridgewood Investments LLC 0.99% Add +10.3% 9,560 $2.1M
First Hawaiian Bank 0.31% Add +201.8% 9,555 $2.1M
Hirtle & Co., LLC 0.10% Add +115.7% 9,527 $2.1M
Stone Summit Wealth LLC 0.71% Reduce -4.3% 9,511 $2.1M
MassMutual Private Wealth & Trust, FSB 0.06% Reduce -6.5% 9,485 $2.1M
Belpointe Asset Management LLC 0.11% Add +69.8% 9,469 $2.1M
Elevated Capital Advisors, LLC 0.58% Reduce -6.2% 9,336 $2.1M
Private Client Services, LLC 1.01% Add +62.8% 9,246 $2.1M
Liberty Wealth Management LLC 0.39% Add +0.2% 9,221 $2.0M
Anderson Hoagland & Co. 0.24% Reduce -7.2% 10,518 $2.0M
Wealthspire Retirement, LLC 0.16% Reduce -11.2% 9,176 $2.0M
Embree Financial Group 0.34% Reduce -9.6% 9,120 $2.0M
Sagespring Wealth Partners, LLC 0.05% Reduce -0.7% 9,114 $2.0M
Wedbush Securities Inc. 0.07% Reduce -9.0% 9,093 $2.0M
Conning Inc. 0.07% No change 9,084 $2.0M
Revolve Wealth Partners, LLC 0.29% Add +0.9% 9,024 $2.0M
Market Street Wealth Management Advisors LLC 0.34% Reduce -0.3% 9,004 $2.0M
SFG Wealth Management, LLC. 0.97% Add +126.4% 8,948 $2.0M
Semmax Financial Advisors Inc. 0.54% Reduce -1.8% 8,865 $2.0M
Ritholtz Wealth Management 0.06% Add +1.0% 8,930 $2.0M
Camelot Portfolios, LLC 1.22% Add +20.3% 8,882 $2.0M
JNBA Financial Advisors 0.20% Add +13.1% 8,880 $2.0M
Compass Planning Associates Inc 1.98% Add +0.3% 8,828 $2.0M
CGN Advisors LLC 0.19% Reduce -1.9% 8,827 $2.0M
Infinity Wealth Counsel, LLC 2.11% Reduce -1.4% 8,819 $2.0M
WPG Advisers, LLC 1.82% Reduce -9.2% 8,785 $1.9M
Annis Gardner Whiting Capital Advisors, LLC 0.82% Add +11.2% 8,742 $1.9M
Evanson Asset Management, LLC 0.14% Add +8.7% 8,715 $1.9M
Stock Yards Bank & Trust Co. 0.07% Reduce -10.9% 8,688 $1.9M
Tarbox Family Office, Inc. 0.32% Add +16.8% 8,635 $1.9M
Oxford Financial Group, LTD. LLC 0.13% Reduce -0.8% 8,613 $1.9M
Soltis Investment Advisors LLC 0.17% Add +10.1% 8,605 $1.9M
Founders Grove Wealth Partners, LLC 0.53% Add +10.9% 8,581 $1.9M
Perennial Investment Advisors, LLC 0.21% Reduce -5.5% 8,579 $1.9M
Mitchell Sinkler & Starr 0.53% Add +12.7% 8,577 $1.9M
Smith Anglin Financial, LLC 0.20% Reduce -2.5% 8,576 $1.9M
Onyx Bridge Wealth Group LLC 0.27% Reduce -3.2% 8,560 $1.9M
BCS Wealth Management 0.48% Reduce -1.4% 8,505 $1.9M
jvl associates llc 0.76% Add +1.6% 8,498 $1.9M
Argent Trust Co 0.08% Add +14.1% 8,490 $1.9M
Envision Financial LLC 1.41% Add +0.7% 8,447 $1.9M
Sfm, LLC 1.37% Reduce -22.2% 8,415 $1.9M
Hohimer Wealth Management, LLC 0.37% Add +8.1% 8,397 $1.9M
Morton Brown Family Wealth, LLC 0.62% Reduce -0.6% 8,271 $1.8M
MA Private Wealth 0.34% Reduce -0.5% 8,262 $1.8M
Cornerstone Advisors Asset Management, LLC 0.37% Add +3.8% 8,221 $1.8M
Cahill Financial Advisors Inc. 0.25% Reduce -4.6% 8,197 $1.8M
Callan Capital, LLC 0.13% No change 8,193 $1.8M
Fulton Bank, N.A. 0.07% Reduce -4.9% 8,189 $1.8M
GW&K Investment Management, LLC 0.02% Add +14.0% 8,163 $1.8M
Trust Co. of Vermont 0.09% Add +0.4% 8,159 $1.8M
Pine Valley Investments Ltd Liability Co 0.12% Reduce -1.5% 8,133 $1.8M
Eclectic Associates Inc. 0.48% Add +5.2% 8,132 $1.8M
Beaird Harris Wealth Management, LLC 0.15% Reduce -0.1% 8,111 $1.8M
Intrinsic Value Partners, LLC 1.77% Add +14.9% 8,085 $1.8M
Guardian Wealth Advisors, LLC / NC 0.14% Add +5.8% 8,077 $1.8M
Capital Investment Advisors, LLC 0.03% Add +46.9% 8,050 $1.8M
FDx Advisors, Inc. 0.58% Add +0.7% 8,030 $1.8M
Wiser Advisor Group LLC 2.63% Reduce -16.2% 8,018 $1.8M
TPG Financial Advisors, LLC 0.78% Add +23.5% 7,985 $1.8M
MidAtlantic Capital Management, Inc. 1.38% Add +0.9% 7,898 $1.8M
GC Wealth Management RIA, LLC 0.32% Reduce -0.1% 7,889 $1.7M
Duncker Streett & Co. Inc. 0.35% Add +0.3% 7,860 $1.7M
Red Lighthouse Investment Management, LLC 0.71% Add +1324.5% 7,621 $1.7M
Maryland Capital Advisors Inc. 0.77% Reduce -0.6% 7,846 $1.7M
Kera Capital Partners, Inc. 0.52% Add +1.7% 7,831 $1.7M
Canal Capital Management, LLC 0.29% No change 7,822 $1.7M
Focus Financial Network, Inc. 0.07% Reduce -1.2% 7,820 $1.7M
MIdWestOne Financial Group, Inc. 0.24% No change 7,758 $1.7M
First National Bank of Omaha 0.12% Reduce -5.6% 7,755 $1.7M
MADDEN SECURITIES Corp 0.67% Add +2.7% 7,734 $1.7M
Baron Financial Group, LLC 1.08% Add +18.8% 7,730 $1.7M
STAR Financial Bank 1.25% Reduce -22.9% 7,721 $1.7M
Hughes Financial Services, LLC 0.33% Reduce -2.6% 7,683 $1.7M
Root Financial Partners, LLC 0.18% Add +29.2% 7,683 $1.7M
Sowell Financial Services LLC 0.08% New 7,656 $1.7M
Mountain Hill Investment Partners Corp. 1.66% Add +5.8% 7,654 $1.7M
Peak Asset Management, LLC 0.32% Reduce -4.2% 7,649 $1.7M
Wick Capital Partners, LLC 0.51% Add +0.7% 7,646 $1.7M
Howland Capital Management LLC 0.08% Add +28.6% 7,635 $1.7M
AssuredPartners Investment Advisors, LLC 0.33% Add +5.8% 7,619 $1.7M
Federation des caisses Desjardins du Quebec 0.01% Reduce -13.6% 7,604 $1.7M
Essex Bank 0.41% Reduce -0.0% 7,598 $1.7M
Hunter Associates Investment Management LLC 0.26% Reduce -9.4% 7,573 $1.7M
Sierra Capital LLC 0.20% No change 7,550 $1.7M
Collective Family Office LLC 0.45% Reduce -3.7% 7,534 $1.7M
Canandaigua National Trust Co of Florida 1.46% Add +0.5% 7,465 $1.7M
Affinity Capital Advisors, LLC 0.33% Reduce -8.9% 8,030 $1.7M
Shorepoint Capital Partners LLC 0.37% Add +0.5% 7,448 $1.7M
Hexagon Capital Partners LLC 0.31% No change 7,406 $1.6M
Berger Financial Group, Inc 0.11% Reduce -9.5% 7,391 $1.6M
Retirement Planning Co of New England, Inc. 0.81% Reduce -1.5% 7,375 $1.6M
Red Crane Wealth Management, LLC 1.56% Add +4.6% 7,359 $1.6M
New England Asset Management Inc. 0.28% No change 7,340 $1.6M
Dentgroup LLC 1.21% No change 7,302 $1.6M
Cove Private Wealth, LLC 0.87% Add +753.9% 7,292 $1.6M
Capital Analysts, LLC 0.06% Reduce -5.0% 7,273 $1.6M
Waters Parkerson & Co., LLC 0.09% Add +1.4% 7,259 $1.6M
Cibc World Market Inc. 0.00% Add +17.1% 7,242 $1.6M
Dimension Capital Management LLC 0.28% No change 7,234 $1.6M
Addison Capital Co 0.63% Add +36.6% 7,229 $1.6M
BXM Wealth LLC 1.92% Add +5.0% 7,213 $1.6M
Sachem Hill LLC 0.31% Reduce -7.3% 7,192 $1.6M
Verus Capital Partners, LLC 0.16% Reduce -0.1% 7,177 $1.6M
Gladstone Institutional Advisory LLC 0.07% Reduce -4.6% 7,162 $1.6M
Pacific Sun Financial Corp 0.90% Reduce -0.1% 7,123 $1.6M
Patriot Financial Group Insurance Agency, LLC 0.21% Add +28.1% 7,111 $1.6M
BlackRock, Inc. 0.00% Reduce -94.2% 7,098 $1.6M
Romano Brothers and Company 0.20% Add +3.9% 7,094 $1.6M
Anchor Investment Management, LLC 0.15% Reduce -0.4% 7,050 $1.6M
Zhang Financial LLC 0.08% Add +0.8% 6,991 $1.6M
Carl P. Sherr & Co., LLC 0.85% Add +1.3% 6,981 $1.5M
Partners in Financial Planning 0.31% Add +0.2% 6,977 $1.5M
Tillman Hartley LLC 0.45% Reduce -3.5% 6,969 $1.5M
Highline Wealth Partners LLC 0.52% Reduce -3.9% 6,954 $1.5M
AlTi Global, Inc. 0.04% Reduce -10.5% 6,926 $1.5M
Fearless Solutions, LLC dba Best Invest 1.19% Reduce -0.8% 6,925 $1.5M
TCI Wealth Advisors, Inc. 0.12% Add +1.6% 6,923 $1.5M
FineMark National Bank & Trust 0.06% Add +0.0% 6,865 $1.5M
SeaCrest Wealth Management, LLC 0.17% Reduce -1.7% 6,838 $1.5M
Astoria Strategic Wealth, Inc. 0.45% Add +2.6% 6,827 $1.5M
Marquette Asset Management, LLC 0.27% Reduce -5.0% 6,786 $1.5M
Williams Jones Wealth Management, LLC. 0.02% Reduce -5.1% 6,767 $1.5M
Brown Brothers Harriman & Co. 0.01% Add +105.9% 6,758 $1.5M
Compass Capital Corp. /Ma/ 0.78% Add +12.0% 7,176 $1.5M
First American Bank 0.11% Add +12.3% 6,747 $1.5M
Custos Family Office, LLC 0.53% Add +0.4% 6,727 $1.5M
PFG Investments, LLC 0.10% Reduce -2.4% 6,699 $1.5M
Investment Partners, LTD. 0.62% Reduce -9.4% 6,691 $1.5M
Summit Investment Advisory Services, LLC 0.72% Reduce -1.8% 6,627 $1.5M
Aaron Wealth Advisors LLC 0.17% Reduce -1.8% 6,594 $1.5M
Sunburst Financial Group, LLC 0.36% Reduce -0.3% 6,592 $1.5M
Compass Financial Group, INC 0.28% Reduce -0.5% 6,585 $1.5M
Topsail Wealth Management, LLC 0.30% Add +2.5% 6,544 $1.5M
Sightline Wealth Advisors, LLC 0.76% Add +9.0% 6,510 $1.4M
Motley Fool Wealth Management, LLC 0.09% Reduce -13.0% 6,483 $1.4M
Opulen Financial Group LLC 1.30% Add +1.5% 6,447 $1.4M
Ironwood Financial, llc 0.31% Reduce -2.2% 6,441 $1.4M
New Covenant Trust Company, N.A. 1.51% Add +0.1% 6,443 $1.4M
Lee Financial Co 0.22% Reduce -12.5% 6,429 $1.4M
Fortitude Family Office, LLC 0.51% Add +29.4% 6,391 $1.4M
Revisor Wealth Management LLC 0.63% Add +26.4% 6,366 $1.4M
Trinity Financial Advisors LLC 0.51% Reduce -0.1% 6,663 $1.4M
Seven Springs Wealth Group, LLC 0.51% Add +2.6% 6,334 $1.4M
Apriem Advisors 0.16% Add +314.1% 6,315 $1.4M
Wellspring Financial Advisors, LLC 0.16% Add +0.1% 6,315 $1.4M
Arkadios Wealth Advisors 0.05% Add +172.3% 6,306 $1.4M
Muirfield Wealth Advisors LLC 1.19% Add +8.1% 6,296 $1.4M
Retirement Guys Formula LLC 0.69% Add +137.3% 6,229 $1.4M
Rockbridge Investment Management, LCC 0.16% Reduce -4.0% 6,257 $1.4M
Clear Creek Financial Management, LLC 0.14% Reduce -0.2% 6,255 $1.4M
Global Wealth Management Investment Advisory, Inc. 0.28% Reduce -3.3% 6,249 $1.4M
Ofc Financial Planning, LLC 1.56% Reduce -1.0% 6,229 $1.4M
Chevy Chase Trust Holdings, LLC 0.00% Reduce -8.9% 6,203 $1.4M
Lanark Financial, Inc. 0.12% — 6,196 $1.4M
Planwiser Financial, LLC 1.24% — 6,222 $1.4M
Santori & Peters, Inc. 0.55% Reduce -3.7% 6,159 $1.4M
Gray Private Wealth, LLC 0.82% Add +1.7% 6,147 $1.4M
Hall Capital Management Co. Inc. 0.63% Add +36.2% 6,121 $1.4M
USAdvisors Wealth Management, LLC 0.47% Reduce -2.5% 6,110 $1.4M
Fortis Capital Advisors, LLC 0.27% New 6,081 $1.3M
Westover Capital Advisors, LLC 0.30% Reduce -0.8% 6,076 $1.3M
Carolinas Wealth Consulting LLC 0.29% Reduce -3.8% 6,062 $1.3M
Kendall Capital Management 0.39% Add +0.5% 6,054 $1.3M
Gryphon Financial Partners LLC 0.20% Add +18.6% 6,036 $1.3M
Simplicity Wealth,LLC 0.10% Add +174.9% 6,028 $1.3M
Berkeley Capital Partners, LLC 0.37% Add +1.3% 6,024 $1.3M
S&T Bank 0.43% No change 5,999 $1.3M
High Net Worth Advisory Group LLC 0.38% Add +46.0% 5,991 $1.3M
Greenleaf Trust 0.01% Add +3.1% 5,987 $1.3M
Rockwood Wealth Management, LLC 0.14% Add +23.1% 5,983 $1.3M
Allegheny Financial Group 0.34% Reduce -5.8% 5,952 $1.3M
Blue Trust, Inc. 0.02% Add +11.9% 5,944 $1.3M
Dogwood Wealth Management LLC 0.69% No change 5,932 $1.3M
Harbor Group, Inc. 0.26% Reduce -16.3% 5,928 $1.3M
Madden Advisory Services, Inc. 0.61% Reduce -1.0% 5,907 $1.3M
Upper Left Wealth Management, LLC 0.94% Reduce -8.2% 5,907 $1.3M
Paulson Wealth Management Inc. 0.37% Reduce -35.4% 5,902 $1.3M
Schrum Private Wealth Management LLC 1.15% Add +0.6% 5,895 $1.3M
Cornerstone Wealth Group, LLC 0.11% Reduce -1.7% 5,878 $1.3M
Avidian Wealth Enterprises, LLC 0.06% Add +180.1% 5,866 $1.3M
Founders Financial Alliance, LLC 0.32% Add +15.8% 5,862 $1.3M
Wisconsin Wealth Advisors, LLC 1.86% Add +3.6% 5,845 $1.3M
Keel Point, LLC 0.10% Reduce -1.6% 5,837 $1.3M
Jeppson Wealth Management, LLC 0.47% Add +8.8% 5,833 $1.3M
Bell Investment Advisors, Inc 0.24% Reduce -5.8% 5,832 $1.3M
Gibson Capital, LLC 0.27% Add +0.7% 5,809 $1.3M
Parkside Financial Bank & Trust 0.16% Add +3.7% 5,768 $1.3M
Clifford Swan Investment Counsel LLC 0.05% Add +0.0% 5,756 $1.3M
Atlas Legacy Advisors, LLC 0.32% Reduce -24.3% 5,735 $1.3M
CHB Investment Group, LLC 0.68% Reduce -5.3% 5,731 $1.3M
Patron Partners, LLC 0.69% Add +11.3% 5,723 $1.3M
DBK Financial Counsel, LLC 1.27% Reduce -1.3% 5,707 $1.3M
Lam Group, Inc. 0.93% No change 5,705 $1.3M
Tranquility Partners, LLC 0.49% Add +4.8% 5,701 $1.3M
Cascade Financial Partners, LLC 0.16% Reduce -1.2% 5,701 $1.3M
Independence Bank of Kentucky 0.20% Reduce -2.8% 5,693 $1.3M
KMG Fiduciary Partners, LLC 0.10% Add +4.0% 5,650 $1.3M
Proficio Capital Partners LLC 0.10% Add +0.4% 5,637 $1.2M
GK Wealth Management LLC 1.56% Add +278.7% 5,635 $1.2M
Marshall Financial Group, LLC 0.27% Reduce -30.1% 5,625 $1.2M
Grove Street Fiduciary, LLC 0.63% No change 5,612 $1.2M
Cornerstone Wealth Advisors, Inc. 0.34% Add +0.3% 5,592 $1.2M
Clarity Capital Advisors, LLC 0.81% Add +0.3% 5,586 $1.2M
Adero Partners, LLC 0.08% Add +0.6% 5,579 $1.2M
Coastline Trust Co 0.15% No change 5,563 $1.2M
Deutsche Bank AG 0.00% No change 5,547 $1.2M
BSW Wealth Partners 0.19% Add +11.7% 5,521 $1.2M
NorthCrest Asset Manangement, LLC 0.04% Reduce -0.8% 5,508 $1.2M
Pioneer Wealth Management Group 0.52% — 5,477 $1.2M
Fairway Wealth LLC 0.45% Add +14.7% 5,459 $1.2M
Global Strategic Investment Solutions, LLC 0.14% Reduce -9.7% 5,442 $1.2M
O'ROURKE & COMPANY, Inc 0.60% Add +4.2% 5,412 $1.2M
Forte Capital LLC 0.14% Reduce -11.1% 5,410 $1.2M
TFG Advisers LLC 0.44% Reduce -0.0% 5,408 $1.2M
King Wealth Management Group 0.18% No change 5,403 $1.2M
Defined Wealth Management, LLC 0.80% Reduce -2.0% 5,398 $1.2M
Quadrant Capital Group LLC 0.04% Reduce -2.4% 5,392 $1.2M
Capstone Wealth Management Group, LLC 0.68% Reduce -31.4% 5,391 $1.2M
SC&H Financial Advisors, Inc. 0.23% Add +0.1% 5,383 $1.2M
Freedom Financial Partners LLC 0.56% Reduce -6.0% 5,380 $1.2M
Capstone Wealth Management Group LLC 0.95% Reduce -22.6% 5,374 $1.2M
Foundations Investment Advisors, LLC 0.02% Add +21.8% 5,373 $1.2M
Oak Wealth Advisors LLC 0.88% Add +27.5% 5,373 $1.2M
Cidel Asset Management Inc. 0.08% Add +6.3% 5,362 $1.2M
Operose Advisors LLC 0.39% Add +79.0% 5,359 $1.2M
Evoke Wealth, LLC 0.03% Add +201.6% 5,332 $1.2M
Regatta Capital Group, LLC 0.23% No change 5,317 $1.2M
C M Bidwell & Associates Ltd. 0.71% Reduce -7.5% 5,310 $1.2M
Asset Allocation & Management Company, LLC 0.60% Add +105.4% 5,310 $1.2M
Advisors Capital Management, LLC 0.02% Reduce -26.5% 5,275 $1.2M
Beacon Financial Group 0.13% Reduce -29.3% 5,233 $1.2M
Silverlake Wealth Management LLC 0.44% Reduce -3.1% 5,219 $1.2M
Vident Advisory, LLC 0.02% Reduce -50.7% 5,209 $1.2M
FIDELIS iM, LLC 0.53% No change 5,200 $1.2M
Nations Financial Group Inc, /Ia/ 0.09% Reduce -74.2% 5,189 $1.2M
Adams Wealth Management 0.23% Reduce -31.7% 5,170 $1.1M
CacheTech Inc. 0.22% Reduce -31.7% 5,170 $1.1M
Marshall Wace, LLP 0.00% New 5,166 $1.1M
Fairview Capital Investment Management, LLC 0.06% Add +32.5% 5,161 $1.1M
Western Wealth Management, LLC 0.08% Reduce -24.9% 5,143 $1.1M
Bond & Devick Financial Network, Inc. 0.41% Reduce -78.6% 5,143 $1.1M
First Business Financial Services, Inc. 0.11% No change 5,129 $1.1M
National Philanthropic Trust 0.02% Reduce -0.3% 5,098 $1.1M
CPA Asset Management Group, LLC 0.50% No change 5,094 $1.1M
Advocate Group LLC 0.21% Add +5.3% 5,092 $1.1M
Meridian Wealth Partners, LLC 0.18% Reduce -10.3% 5,078 $1.1M
Everhart Financial Group, Inc. 0.15% Add +6.1% 5,068 $1.1M
Flagship Wealth Advisors, LLC 0.47% Reduce -4.3% 5,067 $1.1M
KCM Investment Advisors LLC 0.04% Add +2.7% 5,049 $1.1M
Family Firm, Inc. 0.25% Add +0.4% 5,008 $1.1M
SwitchPoint Financial Planning, LLC 1.05% No change 5,006 $1.1M
Elser Financial Planning, Inc 1.54% No change 5,003 $1.1M
Vicus Capital 0.10% Reduce -36.4% 4,991 $1.1M
Stillwater Capital Advisors, LLC 0.15% Add +9.6% 4,981 $1.1M
Strategic Financial Partners, Ltd. 0.58% Reduce -1.9% 4,978 $1.1M
LexAurum Advisors, LLC 0.21% Reduce -3.9% 4,964 $1.1M
Nabity-Jensen Investment Management Inc 0.87% Reduce -9.1% 4,962 $1.1M
Mosaic Family Wealth Partners, LLC 0.16% Add +0.1% 4,928 $1.1M
Cherrydale Wealth Management, LLC 0.43% Add +0.4% 4,926 $1.1M
Lowe Brockenbrough & Co. Inc. 0.07% Add +1.9% 4,925 $1.1M
Level Financial Advisors 0.37% Add +24.9% 4,923 $1.1M
Marshall & Sullivan Inc. 0.55% New 4,911 $1.1M
Park National Corp. 0.04% Reduce -2.0% 4,905 $1.1M
Capital City Trust Co. 0.30% Add +3.1% 4,874 $1.1M
Delta Financial Advisors LLC 0.41% Reduce -4.7% 4,869 $1.1M
XML Financial, LLC 0.10% Add +23.9% 4,868 $1.1M
Claris Financial LLC 0.71% No change 4,475 $1.1M
Millington Financial Advisors, LLC 0.66% Add +294.2% 5,215 $1.1M
Medallion Wealth Advisors, LLC 0.49% Add +1.4% 4,829 $1.1M
Y-Intercept (Hong Kong) Ltd 0.07% Reduce -55.0% 4,830 $1.1M
Tme Financial, Inc. 0.93% Add +17.6% 4,828 $1.1M
Freedom Investment Management, Inc. 0.09% Add +26.4% 4,810 $1.1M
Cooper Financial Group 0.14% Add +11.3% 4,799 $1.1M
Dagco, Inc. 0.34% Reduce -4.9% 4,787 $1.1M
Heritage Wealth Management, Inc. 0.36% Reduce -8.2% 4,765 $1.1M
Hilltop Holdings Inc. 0.07% Reduce -2.8% 4,761 $1.1M
Hiley Hunt Wealth Management 0.57% Reduce -41.5% 4,739 $1.1M
180 Wealth Advisors, LLC 0.17% Add +33.2% 4,728 $1.0M
Twin Peaks Wealth Advisors, LLC 0.48% Reduce -12.4% 5,037 $1.0M
Diversified Portfolios, Inc. 0.11% Add +8.0% 4,717 $1.0M
Carnegie Investment Counsel 0.02% Reduce -3.6% 5,243 $1.0M
Schechter Investment Advisors, LLC 0.09% Add +40.9% 4,699 $1.0M
Probity Advisors, Inc. 0.20% Reduce -3.5% 4,671 $1.0M
Uptick Partners, LLC 0.35% Reduce -1.8% 4,663 $1.0M
Vista Investment Management 0.40% Add +0.1% 4,660 $1.0M
Jag Capital Management, LLC 0.14% No change 4,627 $1.0M
Bedel Financial Consulting, Inc. 0.15% Add +39.5% 4,680 $1.0M
Round Rock Advisors LLC 0.19% Reduce -5.3% 4,619 $1.0M
Maia Wealth LLC 0.23% Reduce -2.9% 4,920 $1.0M
John W. Brooker & Co., CPAs 0.42% Add +15.8% 4,601 $1.0M
Russell Investments Group, Ltd. 0.00% Add +30.1% 4,594 $1.0M
Meridian Investment Counsel Inc. 0.30% Reduce -1.3% 4,582 $1.0M
MorganRosel Wealth Management, LLC 0.31% Add +24.8% 4,580 $1.0M
Blue Bell Private Wealth Management, LLC 0.19% Add +35.6% 4,574 $1.0M
Choate Investment Advisors 0.03% Reduce -11.2% 4,547 $1.0M
Oxbow Advisors, LLC 0.11% No change 4,484 $994K
Sunbeam Capital Management, LLC 0.94% Add +0.4% 4,472 $992K
Somerset Group LLC 0.90% Reduce -2.2% 4,465 $990K
Consultiva Wealth Management, Corp. 3.40% No change 4,459 $989K
NorthLanding Financial Partners, LLC 0.97% Add +1.5% 4,450 $987K
Caitlin John, LLC 0.97% Reduce -26.9% 4,448 $986K
Csenge Advisory Group 0.06% Reduce -33.1% 4,754 $984K
Harbor Investment Advisory, LLC 0.10% Add +4.1% 4,435 $983K
Private Trust Co. NA 0.10% Reduce -5.5% 4,391 $974K
Ranch Capital Advisors Inc. 0.46% Reduce -11.9% 4,364 $968K
Sachetta, LLC 0.39% Add +1.4% 4,333 $961K
Caliber Wealth Management, LLC / KS 0.13% — 4,324 $959K
Mustard Seed Financial, LLC 0.77% Add +12.6% 4,315 $957K
Laurel Wealth Planning LLC 0.64% Reduce -2.2% 4,310 $956K
Smith Chas P & Associates Pa Cpas 0.06% Add +3.2% 4,286 $950K
Wells Trecaso Financial Group, LLC 0.32% Add +5.3% 4,283 $950K
Forefront Analytics, LLC 1.09% Add +0.4% 4,255 $944K
WealthShield Partners, LLC 0.12% Add +34.1% 4,255 $944K
Biltmore Family Office, LLC 0.16% No change 4,226 $937K
Cardiff Park Advisors, LLC 0.09% Reduce -25.4% 4,220 $936K
Bridgewater Advisors Inc. 0.08% New 4,299 $932K
Security National Bank of So Dak 0.53% Reduce -7.2% 4,200 $931K
Lodestar Private Asset Management LLC 0.12% Add +1.7% 4,198 $931K
Strategic Investment Solutions, Inc. 0.27% Add +45.9% 4,189 $930K
Maltin Wealth Management, Inc. 0.44% New 4,191 $929K
UNIVEST FINANCIAL Corp 0.06% Reduce -8.1% 4,187 $928K
Grant/GrossMendelsohn, LLC 0.52% Add +11.8% 4,299 $928K
D. E. Shaw & Co. 0.00% New 4,176 $926K
World Equity Group, Inc. 0.26% Reduce -45.8% 4,147 $920K
Luminist Capital LLC 0.99% Add +8.4% 4,125 $918K
Disciplined Investments, LLC 0.42% Reduce -0.3% 4,132 $916K
LifePlan Investment Advisors, Inc. 0.52% Add +13.7% 4,115 $913K
Naples Global Advisors, LLC 0.09% Reduce -3.9% 4,114 $912K
1ST Source Bank 0.05% No change 4,114 $912K
Innovative Wealth Building LLC 0.84% Reduce -1.5% 4,100 $909K
Riverview Trust Co 0.90% No change 4,097 $909K
2UniFi Bank 0.59% Reduce -5.0% 3,822 $908K
Droms Strauss Advisors Inc. /Mo/ 0.31% Add +0.1% 4,082 $905K
Financial Advisors Network, Inc. 0.15% Reduce -2.8% 4,074 $903K
Balanced Rock Investment Advisors LLC 0.72% Add +3.3% 4,048 $898K
Lee Danner & Bass Inc. 0.07% No change 4,031 $894K
River Wealth Advisors LLC 0.12% Reduce -0.3% 3,978 $882K
Members Trust Co 0.03% New 3,968 $880K
Conservest Capital Advisors, Inc. 0.09% Add +0.2% 3,965 $879K
Elyxium Wealth, LLC 0.39% Reduce -9.7% 3,962 $879K
Rosenblum Silverman Sutton S F Inc. 0.24% Add +18.8% 3,948 $875K
Investment Counsel Co. of Nevada 1.99% Reduce -17.8% 3,948 $875K
TABR Capital Management, LLC 0.91% Reduce -8.0% 3,935 $872K
Cohen Investment Advisors LLC 0.51% Add +9.6% 3,933 $872K
Cahill Wealth Management, LLC 0.44% Reduce -2.3% 3,932 $872K
Washburn Capital Management, Inc. 0.57% Reduce -2.5% 3,909 $867K
Fiduciary Alliance LLC 0.09% Reduce -0.2% 3,896 $864K
Verus Financial Partners, Inc. 0.10% Reduce -3.2% 4,155 $863K
Estate Counselors, LLC 0.09% Add +24.3% 3,890 $863K
Bordeaux Wealth Advisors LLC 0.16% Add +2.3% 3,880 $860K
Colonial Trust Co / SC 0.13% Reduce -18.9% 3,854 $855K
Valley Forge Investment Consultants Inc. Adv 0.30% Reduce -3.8% 3,846 $853K
M3 Advisory Group, LLC 0.67% Add +4.2% 3,840 $852K
Landmark Wealth Management, LLC 0.37% Add +0.2% 3,830 $849K
Fort Washington Investment Advisors Inc. 0.01% Reduce -0.7% 3,816 $846K
Geometric Wealth Advisors 0.14% Reduce -0.2% 3,812 $845K
L.K. Benson & Company, P.C. 0.58% Reduce -3.8% 3,806 $844K
Sapient Capital LLC 0.02% Add +11.2% 3,795 $842K
DMKC Advisory Services, LLC 0.76% Add +1.9% 3,786 $840K
Traynor Capital Management, Inc. 0.07% Reduce -4.2% 3,777 $838K
FC Advisory LLC 0.28% Reduce -1.2% 3,774 $837K
Lord & Richards Wealth Management, LLC 0.95% Add +111.5% 3,760 $834K
GEN Financial Management, INC. 0.56% Add +2.5% 3,740 $829K
Acas, LLC 0.63% Reduce -4.6% 3,795 $823K
Nicolet Bankshares Inc. 0.17% Add +43.4% 3,708 $822K
American Money Management, LLC 0.16% Reduce -6.4% 3,702 $821K
Vantage Financial Partners, LLC 0.20% Reduce -35.8% 3,701 $821K
Charter Oak Capital Management, LLC 0.08% Add +9.5% 3,695 $819K
Kuhn & Co Investment Counsel 0.69% Reduce -3.1% 3,695 $819K
Libra Wealth LLC 0.31% Reduce -2.6% 3,690 $818K
Investor's Fiduciary Advisor Network, LLC 0.39% Reduce -1.6% 3,690 $818K
Capital Advisors Inc. 0.02% Reduce -93.4% 3,687 $818K
Armbruster Capital Management, Inc. 0.16% Add +44.6% 3,681 $816K
Eagle Bluffs Wealth Management LLC 0.43% Reduce -0.1% 3,680 $816K
Hill Island Financial LLC 0.24% Reduce -94.8% 3,677 $815K
My Legacy Advisors, LLC 0.31% Add +59.9% 3,673 $814K
Pines Wealth Management, LLC 0.37% Add +36.6% 4,182 $810K
Waterford Advisors, LLC 0.34% Reduce -0.4% 3,649 $809K
Clark Wealth Partners 0.60% Add +0.1% 3,648 $809K
Passive Capital Management, LLC. 0.26% Add +20.9% 3,640 $807K
North Star Investment Management Corp. 0.06% Add +6.3% 3,633 $806K
Bath Savings Trust Co 0.08% Add +12.0% 3,627 $804K
Winthrop Capital Management, LLC 0.22% No change 3,616 $802K
Simplex Trading, LLC 0.03% Reduce -40.9% 3,620 $802K
Pinnacle Wealth Planning Services, Inc. 0.12% Add +4.9% 3,616 $802K
Cannon Wealth Management Services, LLC 0.72% Add +17.9% 3,644 $802K
V2 Financial group LLC 0.51% Add +0.1% 3,606 $800K
Southland Equity Partners LLC 0.19% Reduce -1.2% 3,604 $799K
FreeGulliver LLC 0.40% Reduce -8.2% 3,598 $798K
Meritage Portfolio Management 0.05% Add +0.5% 3,589 $796K
Cascade Wealth Advisors, Inc 0.55% Reduce -19.9% 3,827 $795K
Arlington Financial Advisors, LLC 0.14% New 3,583 $795K
Discipline Wealth Solutions, LLC 0.38% Reduce -5.4% 3,568 $791K
First National Trust Co 0.03% Reduce -52.7% 3,554 $788K
Mayflower Financial Advisors, LLC 0.12% Add +5.0% 3,545 $786K
Sound Financial Strategies Group, LLC 0.70% Add +17.3% 3,535 $784K
Wealthedge Investment Advisors, LLC 0.35% Reduce -13.3% 3,530 $783K
DiNuzzo Private Wealth, Inc. 0.10% No change 3,864 $781K
Bank of New Hampshire 0.20% Add +5.7% 3,521 $781K
Kovack Advisors, Inc. 0.08% Reduce -10.2% 3,495 $775K
Integrity Alliance, Llc. 0.03% New 3,490 $774K
F/m Investments LLC 0.03% Add +5.7% 3,493 $774K
NorthStar Asset Management LLC 0.48% Add +0.5% 3,482 $772K
Trust Point Inc. 0.07% No change 3,475 $771K
North Capital, Inc. 0.73% — 3,473 $770K
Post Resch Tallon Group Inc. 0.79% Add +8.4% 3,487 $770K
HUB Investment Partners, LLC 0.03% Reduce -0.7% 3,460 $767K
Atlas Capital Advisors Inc. 0.10% Add +0.6% 3,448 $765K
Confluence Wealth Services, Inc. 0.05% Add +124.5% 3,632 $764K
Exchange Capital Management, Inc. 0.12% Reduce -3.9% 3,436 $762K
Optimum Investment Advisors 0.36% Reduce -11.3% 3,430 $761K
Rodgers & Associates, LTD 0.09% No change 3,426 $760K
Segment Wealth Management, LLC 0.05% Add +0.2% 3,413 $757K
McLean Asset Management Corp 0.25% Reduce -3.2% 3,899 $755K
PGIM Custom Harvest LLC 0.02% Reduce -2.2% 3,405 $755K
Marks Group Wealth Management, Inc 0.07% No change 3,404 $755K
Apexium Financial, LP 0.04% Add +7.9% 3,403 $755K
Guyasuta Investment Advisors Inc. 0.05% Reduce -1.8% 3,391 $752K
Bangor Savings Bank 0.07% Reduce -0.1% 3,383 $750K
Cobblestone Capital Advisors LLC 0.04% Reduce -5.7% 3,380 $750K
Ashton Thomas Securities, LLC 0.21% Add +0.5% 3,374 $748K
Founders Financial Securities LLC 0.06% Add +229.9% 3,454 $745K
Farnam Financial LLC 0.75% Add +57.5% 3,353 $744K
TruNorth Capital Management, LLC 0.18% Add +112.4% 3,348 $742K
Franklin, Parlapiano, Turner & Welch, LLC 0.20% No change 3,345 $742K
Moss Adams Wealth Advisors LLC 0.08% Add +4.4% 3,345 $742K
Quadcap Wealth Management, LLC 0.11% Reduce -5.0% 3,333 $739K
Midland Wealth Advisors, LLC 0.04% Reduce -0.3% 3,330 $738K
Shayne & Jacobs, LLC 0.18% No change 3,320 $736K
Twin Focus Capital Partners, LLC 0.11% Add +9.3% 3,319 $736K
Arista Wealth Management, LLC 0.18% Add +0.6% 3,316 $735K
Sterling Wealth Advisors Inc 0.57% Add +0.2% 3,316 $735K
Becker Capital Management Inc. 0.02% No change 3,314 $735K
Bearing Point Capital, LLC 0.16% Reduce -5.3% 3,311 $734K
Asset Dedication, LLC 0.06% Reduce -22.6% 3,282 $728K
Birchcreek Wealth Management, LLC 0.46% No change 3,282 $728K
Waterloo Capital, L.P. 0.07% Add +0.7% 3,262 $723K
ARK & TLK Investments, LLC 0.25% No change 3,247 $720K
Matrix Private Capital Group LLC 0.43% No change 3,243 $719K
Planning Directions Inc. 0.31% Reduce -4.1% 3,240 $718K
Golden State Wealth Management, LLC 0.11% Reduce -2.3% 3,236 $718K
Bryn Mawr Trust Advisors, LLC 0.04% Reduce -40.2% 3,225 $715K
Silver Oak Advisory Group, Inc. 0.38% Reduce -10.9% 3,211 $712K
J2 Capital Management Inc 0.65% Add +8.3% 3,196 $709K
Zions Bancorporation, National Association 0.04% — 3,195 $708K
Aspen Grove Capital, LLC 0.14% Add +1.3% 3,182 $706K
West Coast Financial LLC 0.08% No change 3,157 $700K
LRI Investments, LLC 0.07% Add +297.9% 3,143 $697K
Stratos Investment Management, LLC 0.04% Reduce -0.6% 3,140 $696K
Truvestments Capital LLC 0.15% Add +938.4% 3,136 $695K
Flywheel Private Wealth LLC 0.63% Reduce -3.3% 3,124 $693K
Pacific Point Advisors, LLC 0.38% Add +7.3% 3,120 $692K
Farmers National Bank 0.19% Add +4.6% 3,108 $689K
Madison Asset Management, LLC 0.01% No change 3,106 $689K
Astra Wealth Partners LLC 0.66% Add +3.8% 3,093 $686K
Ewa, LLC 0.25% Reduce -3.2% 3,087 $684K
Trevian Wealth Management LLC 0.49% Reduce -0.6% 3,083 $684K
Plante Moran Financial Advisors, LLC 0.06% Reduce -0.1% 3,078 $683K
IFG Advisory, LLC 0.04% Add +1.4% 3,071 $681K
Truepoint, Inc. 0.02% Reduce -17.6% 3,070 $681K
GAMMA Investing LLC 0.05% Add +646.5% 3,068 $680K
Seek First Inc. 0.60% — 3,055 $677K
Lincoln Capital LLC 0.14% Add +56.0% 3,261 $677K
Glassman Wealth Services 0.11% No change 3,046 $675K
Northstar Group, Inc. 0.11% Reduce -1.0% 3,043 $675K
Evernest Financial Advisors, LLC 0.24% No change 3,008 $667K
Pettyjohn, Wood & White, Inc. 0.13% Add +0.1% 3,005 $666K
Beaumont Financial Advisors, LLC 0.05% Reduce -30.3% 2,997 $665K
Safeguard Financial, LLC 0.15% Reduce -14.6% 2,994 $664K
Marathon Strategic Advisors, LLC 0.71% Reduce -1.4% 2,992 $663K
Advyzon Investment Management, LLC 0.23% Reduce -8.6% 2,977 $660K
Family CFO Inc 0.36% No change 2,974 $659K
Linscomb Wealth, Inc. 0.03% Add +0.9% 2,965 $657K
Richardson Financial Services Inc. 0.50% Reduce -31.6% 2,960 $656K
Amplius Wealth Advisors, LLC 0.07% Add +119.9% 2,951 $654K
Willis Johnson & Associates, Inc. 0.05% Reduce -5.2% 2,948 $654K
New Century Financial Group, LLC 0.76% Add +16.0% 2,945 $653K
Graney & King, LLC 0.49% Reduce -11.2% 2,941 $652K
My Personal CFO, LLC 0.33% Add +9.2% 2,935 $651K
Willow Creek Wealth Management Inc. 0.06% Add +13.3% 2,931 $650K
Fairscale Capital, LLC 0.59% Add +2.0% 2,922 $648K
Sound View Wealth Advisors Group, LLC 0.05% Reduce -21.8% 2,907 $645K
Peak Retirement Planning, Inc. 0.36% Reduce -84.6% 2,904 $644K
Westmount Partners, LLC 0.20% Add +95.9% 2,892 $641K
Summit Wealth & Retirement Planning, Inc. 0.20% Add +16.3% 2,879 $638K
First Trust Advisors LP 0.00% Reduce -10.7% 2,876 $638K
Magnolia Capital Advisors LLC 0.17% Reduce -91.7% 2,874 $637K
Keb Asset Management, LLC 0.18% Reduce -0.6% 2,874 $637K
Pachira Investments Inc. 0.44% Reduce -5.3% 2,848 $631K
Mascagni Wealth Management, Inc. 0.63% No change 2,845 $631K
McCollum Christoferson Group LLC 0.19% Add +10.5% 2,843 $630K
Venturi Wealth Management, LLC 0.03% Add +0.3% 2,815 $624K
Secure Asset Management, LLC 0.13% Reduce -19.4% 2,815 $624K
Cannell & Spears LLC 0.01% Add +2.4% 2,810 $623K
Northeast Financial Consultants Inc 0.03% Reduce -30.1% 2,809 $623K
Wescott Financial Advisory Group, LLC 0.06% Reduce -2.1% 2,795 $620K
TCTC Holdings, LLC 0.02% No change 2,784 $617K
Olde Wealth Management, LLC 0.22% Reduce -2.0% 2,780 $616K
Atwater Malick LLC 0.21% No change 2,775 $615K
Center For Asset Management LLC 0.37% Add +37.2% 2,762 $612K
Team Hewins, LLC 0.24% Reduce -3.4% 2,750 $610K
Resurgent Financial Advisors LLC 0.37% Add +3.4% 2,750 $610K
Montis Financial, LLC 0.18% New 2,742 $608K
JT Stratford LLC 0.11% Reduce -25.9% 2,731 $606K
Lyell Wealth Management, LP 0.06% Reduce -17.7% 2,727 $605K
Cassaday & Co Wealth Management LLC 0.02% Add +28.8% 2,726 $605K
BBR Partners, LLC 0.04% Add +0.5% 2,710 $601K
MJP Associates Inc. 0.11% Reduce -11.8% 2,709 $601K
Websterrogers Financial Advisors, LLC 0.20% No change 2,695 $598K
Beese Fulmer Investment Management, Inc. 0.05% Reduce -51.5% 2,686 $596K
Advisory Resource Group 0.12% Add +9.0% 2,680 $594K
AllSquare Wealth Management LLC 0.35% Add +1.8% 2,678 $594K
MBL Wealth, LLC 0.06% No change 2,675 $593K
Denver PWM, LLC 0.21% Reduce -10.7% 2,654 $589K
Riverpoint Wealth Management Holdings, LLC 0.15% Add +0.8% 2,646 $587K
Sandhill Capital Partners LLC 0.05% New 2,643 $586K
Accel Wealth Management 0.21% Reduce -1.1% 2,636 $585K
Tumwater Wealth Management, LLC 0.30% Reduce -0.5% 2,621 $581K
Moser Wealth Advisors, LLC 0.30% Reduce -1.0% 2,616 $580K
Fingerlakes Wealth Management, Inc. 0.49% Reduce -5.0% 2,606 $578K
McGuire Investment Group, LLC 0.09% Add +3.2% 2,596 $576K
Independent Solutions Wealth Management, LLC 0.13% New 2,557 $575K
Transcendent Capital Group LLC 0.32% Add +0.9% 2,584 $573K
Heritage Investment Group, Inc. 0.11% Add +29.5% 2,570 $570K
Eagle Strategies LLC 0.10% Reduce -2.9% 2,560 $568K
Outlook Wealth Advisors, LLC 0.16% Add +0.6% 2,552 $566K
Werba Rubin Papier Wealth Management 0.12% Reduce -27.6% 2,552 $566K
Nestegg Advisors, Inc. 0.60% Add +8.1% 2,547 $565K
Capital Square, LLC 0.33% Add +15.2% 2,545 $564K
Lutz Financial Services LLC 0.05% Reduce -29.4% 2,537 $563K
Sovran Advisors, LLC 0.07% Add +52.4% 2,708 $561K
HHM Wealth Advisors, LLC 0.08% Reduce -7.3% 2,525 $560K
Birch Hill Investment Advisors LLC 0.03% No change 2,521 $559K
Centaurus Financial, Inc. 0.03% Reduce -4.6% 2,503 $555K
Qube Research & Technologies Ltd 0.00% Add +9523.1% 2,502 $555K
Searle & Co. 0.16% No change 2,500 $554K
Nilsine Partners, LLC 0.06% Add +8.3% 2,497 $554K
PFW Advisors LLC 0.17% No change 2,494 $553K
Cabana LLC 3.44% New 2,489 $552K
Rothschild Investment LLC 0.04% Add +6.5% 2,484 $551K
Catalyst Financial Partners LLC 0.10% Reduce -13.4% 2,479 $550K
Vanguard Personalized Indexing Management, LLC 0.01% Add +18.7% 2,479 $550K
Verdence Capital Advisors LLC 0.04% Reduce -26.1% 2,474 $549K
Hutchens & Kramer Investment Management Group, LLC 0.30% Reduce -8.8% 2,473 $548K
Chapin Davis, Inc. 0.19% Reduce -8.0% 2,472 $548K
Florida Financial Advisors, LLC 0.22% Reduce -41.3% 2,472 $548K
Avalon Trust Co 0.04% Reduce -6.8% 2,457 $545K
Grandfield & Dodd, LLC 0.03% Add +1.9% 2,449 $543K
FAS Wealth Partners, Inc. 0.04% Add +8.6% 2,448 $543K
MPWM Advisory Solutions, LLC 0.39% No change 2,444 $542K
Calton & Associates, Inc. 0.12% New 2,436 $540K
Montecito Bank & Trust 0.10% No change 2,436 $540K
Capital Advisors, Ltd. LLC 0.07% Add +0.1% 2,433 $540K
Penobscot Investment Management Company, Inc. 0.05% Add +3.2% 2,434 $540K
Glaxis Capital Management, LLC 2.08% Add +0.4% 2,433 $540K
Barnes Pettey Financial Advisors, LLC 0.42% Add +47.8% 2,428 $538K
First County Bank 0.30% Reduce -6.9% 2,426 $538K
Wealth Dimensions Group, Ltd. 0.13% Add +0.2% 2,426 $538K
Delta Financial Group, Inc. 0.12% Add +1.9% 2,323 $537K
Harmony Asset Management LLC 0.22% Add +21.0% 2,412 $535K
Centered Wealth LLC dba Miller Equity Capital Advisors 36.93% — 2,409 $534K
First Interstate Bank 0.03% Reduce -0.7% 2,402 $533K
Thomasville National Bank 0.04% No change 2,400 $532K
Elm3 Financial Group, LLC 0.47% Add +67.2% 2,394 $531K
Etesian Wealth Advisors, Inc. 0.23% Reduce -4.7% 2,393 $531K
Wingate Wealth Advisors, Inc. 0.61% Reduce -9.1% 2,392 $530K
Sara-Bay Financial 0.23% Add +6.7% 2,388 $529K
Old Second National Bank of Aurora 0.12% No change 2,385 $529K
1900 Wealth Management LLC 0.04% Reduce -2.4% 2,385 $529K
Tru Independence Asset Management 2, LLC 0.40% New 2,031 $529K
Francis Financial, Inc. 0.13% Reduce -15.2% 2,371 $526K
Charis Legacy Partners, LLC 0.99% New 2,367 $525K
Stonebridge Financial Planning Group, LLC 0.24% Add +7.6% 2,366 $525K
Pecaut & Co. 0.18% Add +3.0% 2,365 $524K
IMG Wealth Management, Inc. 0.47% Reduce -2.8% 2,364 $524K
German American Bancorp, Inc. 0.06% Reduce -17.1% 2,363 $524K
Silvercrest Asset Management Group LLC 0.00% Add +8.0% 2,356 $522K
Quest 10 Wealth Builders, Inc. 0.56% Reduce -15.3% 2,351 $521K
Keystone Financial Services 0.20% No change 2,344 $520K
Clearstead Trust, LLC 0.12% Add +42.7% 2,340 $519K
Penobscot Wealth Management 0.22% Reduce -0.9% 2,331 $517K
Fortress Private Ledger, LLC 0.29% Reduce -49.3% 2,329 $516K
Buck Wealth Strategies, LLC 0.09% Reduce -94.0% 2,328 $516K
Adapt Wealth Advisors, LLC 0.25% Reduce -11.5% 2,323 $515K
Main Street Group, LTD 0.23% Reduce -2.1% 2,322 $515K
Nikulski Financial, Inc. 0.16% Reduce -4.7% 2,314 $513K
Atala Financial Inc 0.37% No change 2,310 $512K
NWF Advisory Services Inc. 0.07% Reduce -0.6% 2,309 $512K
Griffin Asset Management, Inc. 0.06% Reduce -2.1% 2,308 $512K
Schneider Downs Wealth Management Advisors, LP 0.09% No change 2,306 $511K
Brown, Lisle/Cummings, Inc. 0.15% Add +0.0% 2,306 $511K
Elk River Wealth Management LLC 0.10% Add +0.2% 2,300 $510K
Northwest Wealth Management, LLC 0.10% Add +0.0% 2,294 $509K
MAS Advisors LLC 0.78% Reduce -11.1% 2,289 $508K
Advisory Alpha, LLC 0.02% Reduce -4.5% 2,286 $507K
Mattern Capital Management, LLC 0.06% Reduce -1.6% 2,283 $506K
Amara Financial, Llc. 0.47% Add +0.3% 2,280 $506K
Empowered Funds, LLC 0.01% No change 2,280 $506K
Quadrant Private Wealth Management, LLC 0.13% Reduce -10.3% 2,275 $504K
Walter & Keenan Wealth Management LLC /in/ 0.15% Reduce -0.9% 2,271 $504K
GEM Asset Management, LLC 0.28% Add +16.4% 2,258 $502K
Milestone Investment Advisors LLC 0.14% No change 2,263 $502K
Litman Gregory Wealth Management LLC 0.04% Reduce -13.1% 2,254 $500K
Alteri Wealth LLC 0.22% Reduce -28.5% 2,252 $499K
Elevation Wealth Partners, LLC 0.22% Reduce -6.3% 2,250 $499K
Pinnacle Bancorp, Inc. 0.16% Reduce -3.7% 2,246 $498K
Lionshead Wealth Management, LLC 0.52% Reduce -37.7% 2,243 $498K
Principal Financial Group Inc. 0.00% Reduce -10.8% 2,243 $497K
Armstrong Advisory Group, Inc. 0.04% No change 2,050 $493K
Aspire Growth Partners LLC 0.44% Add +3.2% 2,231 $491K
Strategic Financial Services, Inc. 0.03% No change 2,207 $489K
NBT Bank, N.A. 0.04% Reduce -3.2% 2,206 $489K
Parkworth Wealth Management, Inc. 0.39% Add +0.6% 2,203 $489K
DecisionPoint Financial, LLC 0.14% Add +15.4% 2,199 $488K
Keystone Financial Services, LLC 0.41% Add +63.3% 2,199 $488K
Gen-Wealth Partners Inc 0.20% No change 2,192 $486K
Allen Capital Group, LLC 0.06% Reduce -2.7% 2,189 $485K
Inspirion Wealth Advisors, LLC 0.07% Reduce -1.1% 2,183 $484K
Benchmark Financial Wealth Advisors, LLC 0.18% Add +50.0% 2,182 $484K
Edge Financial Advisors LLC 0.30% Reduce -65.2% 2,170 $481K
Physician Wealth Advisors, Inc. 0.08% No change 2,159 $479K
Synergy Financial Group, LTD 0.43% Add +10.7% 2,157 $478K
Gratus Wealth Advisors, LLC 0.08% Reduce -97.8% 2,146 $476K
Rede Wealth, LLC 0.17% Add +0.7% 2,142 $475K
Steel Grove Capital Advisors, LLC 0.07% Reduce -14.4% 2,141 $475K
REDW Wealth LLC 0.18% Reduce -40.2% 2,136 $474K
Journey Advisory Group, LLC 0.04% Reduce -60.6% 2,135 $473K
New Insight Wealth Advisors 0.21% Add +77.0% 2,131 $473K
Christensen, King & Associates Investment Services, Inc. 0.22% Reduce -3.1% 2,051 $472K
Diversify Advisory Services, LLC 0.03% Add +11.9% 2,169 $470K
CFS Investment Advisory Services, LLC 0.04% Add +41.4% 2,119 $470K
Comprehensive Money Management Services LLC 0.38% No change 2,099 $465K
Peregrine Asset Advisers, Inc. 0.17% Reduce -2.9% 2,098 $465K
LifeGoal Investments, LLC 0.50% Reduce -4.9% 2,086 $463K
Elios Financial Group Inc. 0.23% Add +0.1% 2,082 $462K
NTV Asset Management LLC 0.06% Add +9.5% 2,080 $461K
Prospera Capital Management, LLC 0.30% New 2,068 $459K
LPWM LLC 0.15% Reduce -1.6% 2,066 $458K
ERn Financial, LLC 0.07% Reduce -3.8% 2,063 $457K
Norris Perne & French LLP 0.03% Add +3.5% 2,060 $457K
Fisher Asset Management 0.00% Reduce -29.0% 2,059 $457K
Fiduciary Financial Group, LLC 0.10% Reduce -1.3% 2,245 $456K
McCarter Private Wealth Services LLC 0.30% Add +2.8% 2,055 $456K
Newport Capital Group, LLC 0.33% Add +9.1% 2,051 $456K
Keeler & Nadler Financial Planning & Wealth Management 0.20% Reduce -1.0% 2,052 $455K
Values Added Financial LLC 0.25% Add +92.5% 2,050 $455K
Convergence Financial, LLC 0.09% Add +13.7% 2,046 $454K
Granite Harbor Advisors, Inc. 0.24% No change 2,022 $448K
American Financial & Tax Strategies Inc. 0.24% Reduce -1.4% 2,020 $448K
United Advisor Group, LLC 0.09% Add +13.2% 2,011 $446K
Smith Asset Management Co., LLC 0.42% Reduce -1.9% 2,001 $444K
Bell Bank 0.02% No change 2,001 $444K
ProVise Management Group, LLC 0.04% Reduce -12.3% 1,997 $443K
Intergy Private Wealth, LLC 0.17% Reduce -6.6% 1,995 $442K
Financial & Tax Architects, LLC 0.11% Reduce -3.2% 1,992 $442K
Earnest Partners LLC 0.00% Reduce -43.9% 1,990 $441K
Paragon Capital Management LLC 0.25% Reduce -1.8% 1,988 $441K
Coppell Advisory Solutions LLC 0.06% Reduce -9.2% 2,017 $437K
DGS Capital Management, LLC 0.12% Reduce -26.2% 1,971 $437K
Ullmann Wealth Partners Group, LLC 0.06% No change 1,967 $436K
Burke & Herbert Bank & Trust Co. 0.10% New 1,967 $436K
Novus Advisors, LLC 0.44% Add +10.1% 1,966 $436K
Avantax Planning Partners, Inc. 0.02% Add +45.4% 1,966 $436K
Kaizen Financial Strategies 0.25% Reduce -0.1% 1,960 $435K
Total Clarity Wealth Management, Inc. 0.14% No change 1,807 $434K
Thompson Davis & Co., Inc. 0.34% No change 1,957 $434K
Mascoma Wealth Management LLC 0.11% Add +6.9% 1,956 $434K
Continental Investors Services, Inc. 0.86% Add +2.7% 1,955 $434K
Melone Private Wealth, LLC 0.23% Add +0.3% 1,955 $433K
Adamsbrown Wealth Consultants LLC 0.14% No change 1,954 $433K
Madison Wealth Partners, Inc 0.11% Add +0.1% 1,952 $433K
Hibernia Wealth Partners, LLC 0.31% Add +8.6% 1,952 $433K
Harbour Investment Management LLC 0.20% No change 1,952 $433K
Journey Strategic Wealth LLC 0.02% Add +12.1% 1,951 $433K
Stephen J. Garry & Associates, LLC 0.40% Add +4.3% 1,951 $433K
Novak & Powell Financial Services, Inc. 0.27% New 1,950 $432K
Appleton Partners Inc. 0.03% Reduce -6.0% 1,942 $431K
Lodestone Wealth Management LLC 0.23% Add +0.1% 1,940 $430K
Kavar Capital Partners Group, LLC 0.07% No change 1,939 $430K
Cape Investment Advisory, Inc. 0.17% Add +7.2% 1,928 $427K
Optima Capital LLC 0.27% Reduce -11.8% 1,927 $427K
Old National Bancorp 0.01% Reduce -2.6% 1,923 $426K
Vista Investment Partners Ii, LLC 0.24% Add +86.0% 1,920 $426K
Park Square Financial Group, LLC 0.34% Add +3.7% 1,919 $425K
Front Row Advisors LLC 0.16% Add +2.4% 1,913 $424K
Unified Investment Management 0.50% Add +6.7% 1,908 $423K
LCNB Corp. 0.16% New 1,905 $422K
Schmidt P J Investment Management Inc. 0.08% Add +26.6% 1,904 $422K
Shepherd Financial Partners LLC 0.05% Add +22.9% 1,903 $422K
Obsidian Cio, LLC 0.07% Reduce -29.5% 1,903 $422K
Obermeyer Wealth Partners 0.02% No change 1,899 $421K
London Co. of Virginia 0.00% Reduce -16.8% 1,899 $421K
Maple Capital Management, Inc. 0.03% Add +26.2% 1,897 $421K
Wealth Management Nebraska 0.06% Add +0.2% 1,890 $419K
Aerodigm Wealth, LLC 0.23% Add +0.4% 1,890 $419K
Insight Advisors, LLC/ PA 0.07% Reduce -13.1% 1,873 $415K
Human Investing LLC 0.07% Add +4.3% 1,864 $413K
Bar Harbor Wealth Management 0.03% Reduce -1.2% 1,863 $413K
Arete Wealth Advisors, LLC 0.03% Reduce -26.4% 1,857 $412K
Douglass Winthrop Advisors, LLC 0.01% Reduce -1.6% 1,856 $412K
Capital Advisors Wealth Management, LLC 0.07% Add +19.9% 1,855 $411K
Rik Saylor Financial, Inc. 0.36% Reduce -2.2% 1,852 $411K
Vision Capital Management, Inc. 0.06% No change 1,847 $410K
Sterling Investment Counsel, LLC 0.14% Add +12.0% 1,847 $410K
Horst & Graben Wealth Management LLC 0.07% No change 1,841 $408K
Beacon Investment Advisory Services, Inc. 0.02% Add +5.8% 1,833 $406K
Equita Financial Network, Inc. 0.14% Reduce -6.1% 1,827 $405K
Paragon Private Wealth Management, LLC 0.19% New 1,823 $404K
Oakworth Capital, Inc. 0.03% Add +43.7% 1,815 $402K
Novem Group 0.06% Reduce -24.2% 1,811 $402K
Unique Wealth Strategies, LLC 0.18% Reduce -6.8% 1,810 $401K
GDS Wealth Management 0.03% Reduce -38.0% 1,808 $401K
LifeGuide Financial Advisors, LLC 0.16% Add +0.1% 1,807 $401K
Golden Bell Financial Planning LLC 0.39% Reduce -2.7% 1,804 $400K
Bakala Capital LLC 2.29% Add +10.3% 1,803 $400K
Nautilus Advisors LLC 0.33% No change 1,800 $399K
Transform Wealth, LLC 0.02% Add +0.2% 1,799 $399K
Spinnaker Trust 0.03% No change 1,794 $398K
Cambridge Financial Group, LLC 0.17% Reduce -34.7% 1,792 $397K
Dahring | Cusmano LLC 0.34% Reduce -3.0% 1,791 $397K
Valley National Advisers Inc. 0.07% No change 1,790 $397K
WealthCare Investment Partners, LLC 0.17% Add +5.4% 1,960 $396K
Relyea Zuckerberg Hanson LLC 0.05% Reduce -2.4% 1,786 $396K
Luminvest Wealth Management LLC 0.16% Reduce -56.3% 1,786 $396K
HM Payson & Co. 0.01% Add +4.3% 1,781 $395K
Legacy Private Trust Co. 0.03% Add +1.7% 1,780 $395K
Trademark Financial Management, LLC 0.30% Reduce -3.2% 1,772 $393K
Seven Mile Advisory 0.26% No change 1,768 $392K
Tolleson Wealth Management, Inc. 0.08% No change 1,761 $391K
Destination Wealth Management 0.01% Add +0.4% 1,761 $390K
First Financial Bankshares Inc 0.01% Add +82.2% 1,747 $387K
Armstrong Henry H Associates Inc. 0.04% New 1,745 $387K
Horan Securities, Inc. 0.15% Add +0.2% 1,742 $386K
Global Financial Private Client, LLC 0.15% Add +1.4% 1,741 $386K
Chemistry Wealth Management LLC 0.09% Reduce -4.5% 1,741 $386K
GHP Investment Advisors, Inc. 0.02% Add +4.1% 1,738 $385K
TD Waterhouse Canada Inc. 0.00% Add +657.9% 1,728 $384K
Middleton & Co. Inc. 0.04% Reduce -2.8% 1,730 $384K
Meridian Financial Partners LLC 0.19% Reduce -3.7% 1,725 $383K
Sharp Wealth Advisory, LLC 0.29% Add +94.9% 1,725 $383K
TruWealth Advisors, LLC 0.02% Add +0.2% 1,724 $382K
Mission Creek Capital Partners, Inc. 0.09% Reduce -49.8% 1,724 $382K
Brown Miller Wealth Management, LLC 0.13% Add +41.6% 1,719 $381K
Enclave Advisors LLC 0.07% Add +84.6% 1,717 $381K
Noesis Capital Mangement Corp. 0.08% Reduce -5.1% 1,711 $379K
Victory Financial Group, LLC 0.07% Reduce -50.9% 1,709 $379K
Independent Advisor Alliance 0.01% Reduce -97.8% 1,708 $379K
Aprio Wealth Management, LLC 0.05% Reduce -5.6% 1,703 $378K
First National Bank of Mount Dora, Trust Investment Services 0.09% Reduce -6.0% 1,699 $377K
Platform Technology Partners 0.11% Reduce -8.0% 1,698 $376K
Spreng Capital Management, Inc. 0.18% Reduce -8.9% 1,696 $376K
JGP Wealth Management, LLC 0.05% Add +9.0% 1,696 $376K
Carret Asset Management, LLC 0.04% No change 1,695 $376K
Sims Investment Management, LLC 0.17% Add +49.3% 1,695 $376K
Wulff, Hansen & Co. 0.34% No change 1,690 $375K
Per Stirling Capital Management, LLC. 0.05% Reduce -0.1% 1,688 $374K
International Assets Investment Management, LLC 0.03% Reduce -6.4% 1,688 $374K
Alta Wealth Advisors LLC 0.17% Add +0.1% 1,680 $373K
GWN Securities Inc. 0.02% New 1,677 $372K
Blalock Williams, LLC 0.42% Add +24.0% 1,675 $371K
HBK Sorce Advisory LLC 0.01% Add +1.5% 1,664 $369K
IAG Wealth Partners, LLC 0.06% Reduce -1.3% 1,660 $368K
Integrity Wealth Solutions LLC 0.20% Reduce -4.9% 1,645 $365K
Talon Private Wealth, LLC 0.05% Add +391.6% 1,578 $364K
KPP Advisory Services LLC 0.07% New 1,640 $364K
Interchange Capital Partners, LLC 0.10% No change 1,637 $363K
Fortis Capital Management LLC 0.07% Reduce -12.1% 1,635 $363K
Kitching Partners, LLC 0.42% Add +0.4% 1,635 $362K
Altiora Financial Group, LLC 0.08% No change 1,631 $362K
Childress Capital Advisors, LLC 0.10% New 1,629 $361K
Pacific Sage Partners, LLC 0.08% No change 1,629 $361K
Pillar Financial Advisors, LLC 0.27% No change 1,629 $361K
Caldwell Trust Co 0.04% Add +1.8% 1,628 $361K
Proffitt & Goodson Inc. 0.06% Reduce -78.2% 1,624 $360K
Covenant Asset Management, LLC 0.09% Add +26.1% 1,620 $359K
Tocqueville Asset Management L.P. 0.01% No change 1,618 $359K
Bouchey Financial Group, Ltd. 0.03% Reduce -5.3% 1,617 $359K
Baker Tilly Wealth Management, LLC 0.14% Add +0.3% 1,616 $358K
Midwest Capital Advisors, LLC 0.22% Reduce -18.2% 1,615 $358K
Westbourne Investments, Inc. 0.22% Reduce -15.2% 1,615 $358K
Cedar Point Capital Partners, LLC 0.24% Add +9.9% 1,614 $358K
Obsidian Personal Planning Solutions LLC 0.16% No change 1,647 $356K
FF Advisors,LLC 0.20% Reduce -4.6% 1,617 $356K
Coastwise Capital Group, LLC 0.30% No change 1,602 $355K
TrueWealth Advisors, LLC 0.12% Reduce -15.9% 1,600 $355K
Fort Sheridan Advisors LLC 0.05% Reduce -8.9% 1,594 $354K
Good Life Advisors, LLC 0.02% Reduce -0.4% 1,588 $352K
Foster Dykema Cabot & Partners, LLC 0.03% Reduce -18.9% 1,585 $351K
B & T Capital Management DBA Alpha Capital Management 0.07% Reduce -13.7% 1,584 $351K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +9.8% 1,583 $351K
River Street Advisors LLC 0.17% No change 1,580 $350K
Gallagher Capital Advisors, LLC 0.27% Reduce -13.8% 1,578 $350K
Elmwood Wealth Management, Inc. 0.14% No change 1,572 $348K
Donor Advised Charitable Giving, Inc. 0.01% No change 1,571 $348K
Advance Capital Management, Inc. 0.02% Reduce -22.2% 1,570 $348K
Key Financial Inc 0.08% Add +2.5% 1,566 $347K
Urban Financial Advisory Corp 0.19% Add +1852.5% 1,562 $346K
Sequent Planning LLC 0.12% Add +0.1% 1,560 $346K
Absolute Capital Management, LLC 0.20% Add +0.7% 1,559 $346K
Jim Saulnier & Associates, LLC 0.27% Add +0.6% 1,552 $344K
Weitzel Financial Services, Inc. 0.16% No change 1,632 $344K
Warther Private Wealth, LLC 0.11% No change 1,551 $344K
EagleClaw Capital Managment, LLC 0.05% No change 1,550 $344K
Allodium Investment Consultants, LLC 0.25% Add +11.7% 1,543 $342K
Goepper Burkhardt LLC 0.14% New 1,534 $340K
ZynergyRetirementPlanningLLC 0.24% No change 1,412 $339K
Eagle Bay Advisors LLC 0.29% No change 1,520 $337K
Hardin Capital Partners, LLC 0.21% Reduce -0.2% 1,516 $336K
Keener Financial Planning LLC 0.22% No change 1,515 $335K
DF Dent & Co. Inc. 0.00% No change 1,510 $335K
Authentikos Wealth Advisory, LLC 0.26% New 1,507 $334K
Essential Planning, LLC. 0.13% Reduce -83.3% 1,506 $334K
Ledyard National Bank 0.03% New 1,503 $333K
Andina Capital Management, LLC 0.24% Reduce -20.4% 1,501 $333K
Stockman Wealth Management, Inc. 0.05% Reduce -28.2% 1,500 $333K
Pallas Capital Advisors LLC 0.01% Reduce -14.0% 1,498 $332K
Live Oak Private Wealth LLC 0.05% Add +23.0% 1,496 $332K
HBW Advisory Services LLC 0.05% Reduce -14.0% 1,490 $331K
Lifeworks Advisors, LLC 0.05% Reduce -20.3% 1,488 $330K
David Wealth Management LLC 0.28% Add +0.3% 1,486 $330K
Clarius Group, LLC 0.02% No change 1,482 $329K
Bridgewealth Advisory Group, LLC 0.43% Reduce -91.7% 1,482 $329K
Madison Park Capital Advisors, LLC 0.29% Reduce -5.6% 1,475 $327K
WealthTrust Axiom LLC 0.10% Reduce -7.2% 1,475 $327K
LJI Wealth Management, LLC 0.06% No change 1,469 $326K
Oarsman Capital, Inc. 0.06% Add +28.5% 1,469 $326K
Stevens Capital Partners 0.15% New 1,465 $325K
Parr McKnight Wealth Management Group, LLC 0.05% Reduce -7.4% 1,460 $324K
FSM Wealth Advisors, LLC 0.07% Add +73.1% 1,459 $323K
L. Roy Papp & Associates, LLP 0.04% No change 1,456 $323K
Windward Private Wealth Management Inc. 0.13% No change 1,456 $323K
Patrick M Sweeney & Associates, Inc. 0.24% Add +5.0% 1,455 $323K
Invst, LLC 0.04% Reduce -4.2% 1,451 $322K
Means Investment Co., Inc. 0.03% Reduce -25.1% 1,450 $322K
Ameriflex Group, Inc. 0.13% Reduce -2.7% 1,445 $320K
NorthRock Partners, LLC 0.01% Reduce -0.8% 1,437 $319K
Accelerate Investment Advisors LLC 0.27% Add +41.0% 1,430 $317K
Synergy Investment Management, LLC 0.13% Reduce -5.2% 1,427 $316K
Osborne Partners Capital Management, LLC 0.02% No change 1,426 $316K
Forum Private Client Group LLC 0.14% Reduce -5.0% 1,426 $316K
Park Capital Management, LLC / WI 0.37% Reduce -28.0% 1,423 $316K
DecisionMap Wealth Management, LLC 0.24% Reduce -5.7% 1,418 $314K
Astoria Portfolio Advisors LLC. 0.11% Reduce -27.5% 1,484 $312K
Olistico Wealth, LLC 0.19% Reduce -32.2% 1,408 $312K
Valley Financial Group, Inc. 0.21% Add +10.5% 1,408 $312K
Oak Harvest Investment Services 0.04% Add +0.1% 1,405 $312K
Nova R Wealth, Inc. 0.15% Add +0.5% 1,404 $311K
Crux Wealth Advisors 0.16% Add +2.9% 1,402 $311K
Lake Street Private Wealth, LLC 0.05% New 1,402 $311K
Stonebridge Financial Group, LLC 0.03% No change 1,400 $310K
SJS Investment Consulting Inc. 0.05% Add +12.8% 1,398 $310K
Alliance Wealth Advisors, LLC 0.18% No change 1,396 $310K
ZWJ Investment Counsel Inc. 0.01% No change 1,382 $306K
Archer Investment Corp 0.08% No change 1,380 $306K
Clifford Group, LLC 0.28% No change 1,374 $305K
KWB Wealth 0.04% No change 1,267 $304K
Missouri Trust & Investment Co 0.11% Reduce -22.3% 1,369 $304K
Austin Private Wealth, LLC 0.03% Reduce -2.2% 1,368 $303K
Disciplined Investors, L.L.C. 0.27% Add +0.8% 1,367 $303K
RVW Wealth, LLC 0.03% Reduce -22.1% 1,366 $303K
Drake & Associates, LLC 0.09% Reduce -0.4% 1,364 $302K
Keebeck Wealth Management 0.04% Add +0.5% 1,364 $302K
Aspen Capital Management, LLC 0.10% — 1,363 $302K
Base Wealth Management LLC 0.23% — 1,362 $302K
Trexquant Investment LP 0.00% Reduce -27.7% 1,360 $302K
Sheaff Brock Investment Advisors, LLC 0.03% Add +7.7% 1,356 $301K
Sheets Smith Wealth Management 0.04% Reduce -0.1% 1,353 $300K
Bogart Wealth, LLC 0.01% Reduce -31.1% 1,353 $300K
LVW Advisors, LLC 0.04% Add +28.0% 1,352 $300K
Clark Estates Inc. 0.06% No change 1,350 $299K
Flower City Capital 0.20% Add +0.4% 1,346 $299K
L.M. Kohn & Company 0.08% Add +9.7% 1,343 $298K
Tempus Wealth Planning, LLC 0.09% Add +4.1% 1,341 $297K
Total Wealth Planning, LLC 0.05% Reduce -1.8% 1,336 $296K
WMG Financial Advisors, LLC 0.13% Add +0.4% 1,334 $296K
Certuity, LLC 0.03% Add +0.2% 1,333 $296K
Signet Financial Management, LLC 0.04% Add +0.1% 1,333 $296K
J. W. Coons Advisors, LLC 0.08% No change 1,327 $294K
Nixon Peabody Trust Co. 0.03% No change 1,327 $294K
Rothschild Wealth LLC 0.08% New 1,326 $294K
Moors & Cabot, Inc. 0.01% Reduce -82.0% 1,326 $294K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% Add +9.0% 1,322 $294K
SilverOak Wealth Management LLC 0.06% Add +0.4% 1,323 $293K
Beacon Capital Management, LLC 0.04% Reduce -0.8% 1,322 $293K
Insigneo Advisory Services, LLC 0.03% Add +8.7% 1,317 $292K
Finward Bancorp 0.25% Add +6.4% 1,317 $292K
Hancock Whitney Corp. 0.01% No change 1,314 $291K
Kwmg, LLC 0.03% Reduce -3.4% 1,308 $290K
TOWER TRUST & INVESTMENT Co 0.23% — 1,339 $289K
Resonant Capital Advisors, LLC 0.02% No change 1,302 $289K
Angeles Wealth Management, LLC 0.02% No change 1,298 $288K
Resources Management Corp. /CT/ 0.04% No change 1,291 $286K
Traction Financial Partners, LLC 0.22% Reduce -0.5% 1,289 $286K
Partners Wealth Management, LLC 0.32% No change 1,285 $285K
Farmers Trust Co. 0.05% No change 1,284 $285K
Davis Investment Partners, LLC 0.13% Add +20.6% 1,366 $284K
Centricity Wealth Management, LLC 0.26% Add +22.3% 1,278 $283K
Smith Thornton Advisors LLC 0.18% No change 1,276 $283K
Vestia Personal Wealth Advisors 0.22% Reduce -1.4% 1,275 $283K
MainStreet Investment Advisors LLC 0.04% Reduce -28.3% 1,270 $282K
Forum Financial Management, LP 0.00% Add +16.0% 1,270 $282K
Jacobi Capital Management LLC 0.02% Add +42.1% 1,268 $281K
Nottingham Advisors, Inc. 0.04% Reduce -4.3% 1,264 $280K
Dohj, LLC 0.06% New 1,263 $280K
Detalus Advisors, LLC 0.09% Reduce -11.4% 1,261 $280K
Martin Worley Group 0.16% Add +2.6% 1,260 $279K
Mairs & Power Inc. 0.00% New 1,260 $279K
Cloud Capital Management, LLC 0.20% — 1,259 $279K
Pitcairn Co. 0.02% No change 1,257 $279K
Fortitude Advisory Group L.L.C. 0.20% Reduce -42.5% 1,354 $278K
Ground Swell Capital, LLC 0.65% New 1,251 $277K
Cypress Capital Group 0.04% Reduce -16.7% 1,250 $277K
Elevatus Welath Management 0.16% Reduce -72.0% 1,250 $277K
Herold Advisors, Inc. 0.06% Reduce -1.7% 1,248 $277K
Callan Family Office, LLC 0.02% No change 1,247 $277K
Redwood Financial Network Corp 0.21% New 1,246 $276K
Foundation Wealth Management, LLC\PA 0.13% Reduce -2.5% 1,245 $276K
Grey Ledge Advisors, LLC 0.07% Add +6.3% 1,238 $274K
Partnership Wealth Management, LLC 0.23% Add +0.2% 1,232 $273K
UMB Bank, n.a. 0.00% Reduce -55.7% 1,232 $273K
Raffa Wealth Management, LLC 0.06% Add +0.4% 1,232 $273K
Aspect Partners, LLC 0.16% No change 1,226 $272K
Howard Financial Services, LTD. 0.04% Add +0.2% 1,225 $272K
Opal Wealth Advisors, LLC 0.08% Reduce -11.2% 1,223 $271K
Portland Financial Advisors Inc 0.69% No change 1,219 $270K
Kestra Investment Management, LLC 0.01% Add +24.4% 1,213 $269K
MBA Advisors LLC 0.13% No change 1,204 $267K
Investment Planning Advisors, Inc. 0.11% Add +10.1% 1,202 $267K
Pinkerton Wealth, LLC 0.03% New 1,200 $266K
Adirondack Trust Co. 0.10% Add +29.9% 1,198 $266K
Pasadena Private Wealth, LLC 0.05% Reduce -34.6% 1,193 $264K
Moloney Securities Asset Management, LLC 0.04% Add +8.1% 1,192 $264K
Jefferies Financial Group Inc. 0.00% Reduce -30.9% 1,187 $263K
Shakespeare Wealth Management, LLC 0.07% Reduce -0.3% 1,187 $263K
Moody National Bank Trust Division 0.03% No change 1,186 $263K
Essex LLC 0.06% Reduce -6.2% 1,185 $263K
Sensible Money, LLC 0.11% Add +11.5% 1,183 $262K
GatePass Capital, LLC 0.20% Add +34.0% 1,183 $262K
WNY Asset Management, LLC 0.03% Reduce -14.5% 1,183 $262K
Axos Invest Inc. 0.20% Reduce -26.6% 1,179 $261K
PUREfi Wealth, LLC 0.26% No change 1,175 $261K
First Community Trust NA 0.23% Reduce -17.5% 1,173 $260K
Heck Capital Advisors, LLC 0.03% Add +0.4% 1,170 $259K
Indiana Trust & Investment Management Co 0.09% No change 1,170 $259K
Matrix Asset Advisors Inc. 0.03% No change 1,169 $259K
Aull & Monroe Investment Management Corp 0.13% No change 1,168 $259K
Michels Family Financial, LLC 0.23% Add +0.3% 1,159 $257K
EnRich Financial Partners LLC 0.09% Reduce -1.2% 1,156 $256K
TPG Advisors LLC 0.20% Reduce -6.1% 1,155 $256K
Morling Financial Advisors, LLC 0.09% Reduce -25.7% 1,155 $256K
Sit Investment Associates Inc. 0.01% No change 1,154 $256K
Aspiring Ventures, LLC 0.15% No change 1,158 $255K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,205 $254K
Pennsylvania Capital Management Inc. 0.09% Add +25.5% 1,143 $254K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.10% Add +4.4% 1,235 $253K
Shared Vision Wealth Group LLC 0.14% No change 1,141 $253K
RCS Financial Planning, LLC 0.13% Add +4.7% 1,139 $253K
Legacy Trust 0.06% New 1,136 $252K
Brooklyn Investment Group 0.05% Add +97.4% 1,135 $252K
Warren Street Wealth Advisors, LLC 0.10% Reduce -2.6% 1,133 $251K
Koss-Olinger Consulting, LLC 0.02% New 1,131 $251K
Richard P Slaughter Associates Inc 0.06% Reduce -6.0% 1,130 $251K
Northwest Capital Management Inc 0.10% Add +22.7% 1,125 $249K
Facet Wealth, Inc. 0.01% Add +30.4% 1,127 $249K
Courage Miller Partners, LLC 0.08% No change 1,122 $249K
Vantage Point Financial LLC 0.13% Reduce -15.5% 1,121 $249K
Shade Tree Advisors LLC 0.25% No change 1,115 $247K
Sentinel Pension Advisors, LLC 0.05% Reduce -2.4% 1,112 $247K
Silvia McColl Wealth Management, LLC 0.19% No change 1,110 $246K
Nemes Rush Group LLC 0.03% Add +10.7% 1,110 $246K
Yeomans Consulting Group, Inc. 0.09% Add +31.9% 1,104 $245K
Greenwood Capital Associates LLC 0.03% Reduce -67.7% 1,103 $245K
Camden National Bank 0.04% Reduce -0.9% 1,101 $244K
Serenus Wealth Advisors, LLC 0.04% No change 1,100 $244K
Aureus Asset Management, LLC 0.02% No change 1,100 $244K
Stonegate Investment Group, LLC 0.01% Reduce -2.8% 1,093 $242K
Reyes Financial Architecture, Inc. 0.18% Add +9.4% 1,090 $242K
Selective Wealth Management, Inc. 0.10% Reduce -7.2% 1,169 $241K
Northcape Wealth Management, LLC 0.08% New 1,084 $240K
Fourth Dimension Wealth, LLC 0.12% No change 1,083 $240K
Sentry LLC 0.05% No change 1,080 $239K
Busey Bank 0.01% Reduce -24.8% 1,077 $239K
Elevate Wealth Advisory, Inc. 0.17% Reduce -2.6% 1,067 $237K
Womack Financial LLC 0.22% No change 1,067 $237K
Advantage Trust Co 0.14% Reduce -6.6% 1,067 $237K
Marco Investment Management LLC 0.02% Reduce -0.6% 1,067 $237K
National Wealth Management Group, LLC 0.16% Add +0.8% 1,064 $236K
SteelPeak Wealth, LLC 0.01% Reduce -26.8% 1,063 $236K
BKM Wealth Management, LLC 0.10% No change 1,063 $236K
Valued Retirements, Inc. 0.31% No change 1,061 $235K
Buttonwood Financial Advisors Inc. 0.10% Reduce -4.4% 1,059 $235K
Walker Financial Services, Inc. 0.12% No change 1,052 $233K
Berkshire Money Management, Inc. 0.03% New 1,047 $232K
Wills Financial Group LLC 0.10% — 1,046 $232K
Austin Wealth Management, LLC 0.05% Reduce -2.1% 1,077 $232K
RoundAngle Advisors LLC 0.21% Reduce -3.6% 1,045 $232K
Glen Eagle Advisors, LLC 0.04% Reduce -9.6% 1,042 $231K
Tobias Financial Advisors, Inc. 0.04% No change 1,039 $230K
Endeavor Private Wealth, Inc. 0.12% New 1,035 $230K
DHJJ Financial Advisors, Ltd. 0.09% Reduce -10.7% 1,024 $227K
Tsfg, LLC 0.05% Reduce -4.5% 1,022 $227K
VERITY Wealth Advisors 0.17% No change 1,015 $225K
Cornerstone Advisory, LLC 0.03% Reduce -18.6% 1,020 $224K
CAP Partners, LLC 0.16% No change 1,008 $224K
Capital Investment Advisory Services, LLC 0.02% Reduce -36.1% 1,008 $223K
Hill Investment Group Partners, LLC 0.03% Reduce -60.2% 1,007 $223K
Register Financial Advisors LLC 0.12% Add +12.2% 1,004 $223K
Van Hulzen Asset Management, LLC 0.02% No change 1,003 $222K
Aletheian Wealth Advisors LLC 0.12% No change 1,000 $222K
Optivise Advisory Services LLC 0.12% Add +0.5% 999 $221K
Matisse Capital 0.12% No change 996 $221K
Gilbert & Cook, Inc. 0.03% Reduce -1.8% 994 $220K
Northstar Advisory Group, LLC 0.14% Reduce -4.9% 994 $220K
Lion Street Advisors, LLC 0.07% Add +10.9% 993 $220K
Balboa Wealth Partners 0.05% Add +0.2% 990 $220K
Firestone Capital Management 0.06% Reduce -8.0% 990 $219K
Jaffetilchin Investment Partners, LLC 0.02% Add +2.9% 989 $219K
Barclays PLC 0.00% No change 988 $219K
Community Bank, N.A. 0.03% No change 988 $219K
Symphony Financial, Ltd. Co. 0.13% New 948 $219K
YHB Investment Advisors, Inc. 0.02% Reduce -14.8% 986 $219K
Aviance Capital Partners, LLC 0.03% New 984 $218K
Covestor Ltd 0.15% Reduce -9.2% 983 $218K
Prospect Financial Services LLC 0.12% New 980 $217K
Clare Market Investments LLC 0.06% Reduce -33.9% 976 $216K
Impact Partnership Wealth, LLC 0.05% Reduce -9.1% 974 $216K
Fairvoy Private Wealth, LLC 0.06% Reduce -28.5% 974 $216K
B.O.S.S. Retirement Advisors, LLC 0.06% New 974 $216K
Dravo Bay LLC 0.11% Reduce -25.3% 971 $215K
Crumly & Associates Inc. 0.06% No change 970 $215K
Retirement Income Solutions, Inc. 0.04% No change 961 $213K
IMA Advisory Services, Inc. 0.03% New 960 $213K
Intelligence Driven Advisers, LLC 0.04% Reduce -5.1% 960 $213K
GFG Capital, LLC 0.06% No change 954 $212K
Halbert Hargrove Global Advisors, LLC 0.01% No change 952 $211K
Breakwater Investment Management 0.09% No change 951 $211K
Commons Capital, LLC 0.19% New 948 $210K
SYM FINANCIAL Corp 0.03% Add +398.9% 948 $210K
Capasso Planning Partners LLC 0.09% No change 947 $210K
Well Done, LLC 0.04% New 873 $210K
M1 Capital Management LLC 0.13% No change 945 $209K
Security National Bank of Sioux City Iowa 0.15% Reduce -5.0% 940 $208K
Stokes Family Office, LLC 0.02% No change 937 $208K
AF Advisors, Inc. 0.04% No change 936 $208K
Beck Mack & Oliver LLC 0.00% No change 930 $206K
MCF Advisors LLC 0.01% Reduce -0.2% 928 $206K
Prospect Financial Group LLC 0.26% No change 927 $206K
Stonebrook Private Inc. 0.05% Add +0.2% 926 $205K
JTC Employer Solutions Trustee Ltd 0.02% No change 925 $205K
Anson Capital, Inc. 0.18% No change 923 $205K
Pine Harbor Wealth Management, LLC 0.08% Add +1.9% 922 $205K
Caldwell Sutter Capital, Inc. 0.10% Add +0.1% 916 $203K
Hazlett, Burt & Watson, Inc. 0.09% Reduce -18.7% 904 $203K
North Ridge Wealth Advisors, Inc. 0.14% No change 915 $203K
Correct Capital Wealth Management 0.04% No change 913 $202K
Regimen Wealth, LLC 0.07% Add +0.3% 911 $202K
Sunpointe, LLC 0.11% Reduce -4.6% 909 $201K
Retirement Capital Strategies 0.08% No change 907 $201K
Channel Wealth LLC 0.06% Reduce -1.6% 907 $201K
Cardinal Point Capital Management ULC 0.02% New 907 $201K
Boston Family Office LLC 0.01% Reduce -2.3% 906 $201K
Alhambra Investment Management LLC 0.10% Reduce -4.1% 903 $200K
Twin Capital Management Inc. 0.02% Add +0.1% 903 $200K
Antonelli Financial Advisors, LLC 0.16% Reduce -46.2% 902 $200K
Central Bank & Trust Co. 0.03% Reduce -2.5% 902 $200K
CGC Financial Services, LLC 0.08% No change 857 $190K
one8zero8, LLC 0.04% Add +21.9% 857 $190K
Richard W. Paul & Associates, LLC 0.07% Reduce -4.2% 854 $189K
Vestor Capital, LLC 0.02% Reduce -0.1% 838 $186K
Smartleaf Asset Management LLC 0.02% Add +24.0% 837 $186K
Twin City Private Wealth, LLC 0.16% Add +2.8% 837 $186K
Raleigh Capital Management Inc. 0.08% Reduce -5.3% 834 $185K
Noble Wealth Management PBC 0.12% Add +36.5% 816 $181K
Teachers Insurance & Annuity Association of America 0.24% No change 811 $180K
Evelyn Partners Investment Management (Europe) Ltd 0.07% No change 800 $177K
Silicon Valley Capital Partners 0.02% No change 737 $163K
Private Wealth Asset Management, LLC 0.02% — 725 $161K
Financial Connections Group, Inc. 0.07% Add +166.4% 722 $158K
First Pacific Financial 0.03% Add +0.4% 707 $157K
1 North Wealth Services LLC 0.07% New 683 $151K
Perkins Coie Trust Co 0.03% No change 665 $147K
Sound Income Strategies, LLC 0.01% Add +3.2% 649 $144K
Eastern Bank 0.00% Reduce -10.3% 642 $142K
Hantz Financial Services, Inc. 0.00% New 637 $141K
CVA Family Office, LLC 0.02% Reduce -55.8% 634 $141K
Ascentis Wealth Management, LLC 0.04% Add +31.1% 620 $138K
Accent Capital Management, LLC 0.08% No change 600 $133K
Centerpoint Advisors, LLC 0.05% No change 600 $133K
Coston, McIsaac & Partners 0.04% No change 591 $131K
Howe & Rusling Inc. 0.01% Reduce -22.8% 590 $131K
Burkett Financial Services, LLC 0.05% Add +2.5% 572 $127K
Atlantic Private Wealth, LLC 0.09% Add +956.6% 560 $124K
Pacific Center for Financial Services 0.03% No change 558 $124K
WealthCollab, LLC 0.07% No change 546 $121K
Townsend Asset Management Corp. /NC/ 0.05% Add +0.2% 539 $119K
Millstone Evans Group, LLC 0.08% No change 517 $115K
Vermillion Wealth Management, Inc. 0.03% Add +0.4% 517 $115K
Johnson Financial Group, Inc. 0.01% No change 516 $114K
Crews Bank & Trust 0.02% Add +4.7% 509 $113K
NFSG Corp 0.03% No change 503 $112K
Versant Capital Management, Inc 0.02% No change 497 $110K
Woodside Wealth Management LLC 0.10% — 488 $108K
Private Wealth Management Group, LLC 0.04% No change 480 $106K
Armor Investment Advisors, LLC 0.04% No change 456 $101K
Pflug Koory, LLC 0.06% Add +14.0% 456 $101K
Ulland Investment Advisors, LLC 0.09% No change 455 $101K
Conquis Financial LLC 0.10% No change 446 $99K
Founders Capital Management 0.06% No change 446 $99K
Broadwater Capital Management LLC 0.08% No change 445 $99K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 445 $99K
Mark Sheptoff Financial Planning, LLC 0.05% Add +2.9% 432 $96K
Smallwood Wealth Investment Management, LLC 0.06% New 431 $96K
Gables Capital Management Inc. 0.05% No change 424 $94K
SIMA Wealth Partners, LLC 0.08% No change 423 $94K
West Oak Capital, LLC 0.05% No change 418 $93K
Compass Wealth Management LLC 0.02% Add +199.3% 416 $92K
Transce3nd, LLC 0.04% Reduce -67.7% 406 $90K
Woodard & Co. Asset Management Group Inc. 0.02% Reduce -20.0% 400 $89K
Mogy Joel R Investment Counsel Inc. 0.01% Reduce -48.4% 400 $89K
Nomura Asset Management Co. Ltd. 0.00% Reduce -85.2% 400 $89K
SWAN Capital LLC 0.04% No change 394 $87K
True Wealth Design, LLC 0.03% New 392 $87K
Albion Financial Group 0.01% Add +8.6% 391 $87K
GPS Wealth Strategies Group, LLC 0.01% Reduce -0.8% 389 $86K
Mb, Levis & Associates, LLC 0.04% Add +0.5% 384 $85K
Heritage Wealth Advisors 0.00% Reduce -52.7% 373 $83K
GS Investments, Inc. 0.04% No change 357 $79K
Robinswood Financial LLC 0.03% Reduce -14.5% 355 $79K
Centennial Bank 0.04% No change 355 $79K
Greenline Partners, LLC 0.01% Add +14407.7% 9,430 $79K
Granite FO LLC 0.04% No change 328 $73K
Kings Path Partners LLC 0.04% No change 323 $72K
Bfsg, LLC 0.01% No change 321 $71K
Keystone Financial Group, Inc. 0.05% No change 324 $71K
American Capital Advisory, LLC 0.04% No change 307 $68K
Studio Investment Management LLC 0.01% Add +101.3% 304 $67K
Birchbrook, Inc. 0.04% No change 300 $67K
FSA Wealth Management LLC 0.03% Add +2.8% 298 $66K
Wealth Preservation Advisors, LLC 0.05% — 295 $65K
City Holding Co. 0.01% No change 294 $65K
Vermillion & White Wealth Management Group, LLC 0.05% Reduce -35.4% 289 $64K
Tucker Asset Management LLC 0.02% Add +3.6% 288 $64K
Headlands Technologies LLC 0.01% Reduce -45.5% 287 $64K
Paladin Advisory Group, LLC 0.05% Reduce -20.9% 281 $62K
Crowley Wealth Management, Inc. 0.06% No change 278 $62K
Murphy & Mullick Capital Management Corp 0.06% No change 274 $61K
New Republic Capital, LLC 0.03% Reduce -72.8% 274 $61K
Ogorek Anthony Joseph /NY/ 0.02% Add +1726.7% 274 $60K
Trust Co 0.01% Reduce -9.6% 265 $59K
HighMark Wealth Management LLC 0.03% Add +9.6% 263 $58K
Pandora Wealth, Inc. 0.04% — 262 $58K
Sawyer & Company, Inc 0.02% Add +0.4% 261 $58K
Hurley Capital, LLC 0.04% Add +431.3% 255 $57K
Sunbelt Securities, Inc. 0.01% Reduce -74.4% 250 $56K
Comprehensive Financial Planning, Inc. 0.05% Reduce -85.2% 246 $55K
Pacifica Partners Inc. 0.02% No change 257 $54K
EPG Wealth Management LLC 0.01% No change 242 $54K
SRH Advisors, LLC 0.02% No change 240 $53K
Hanson & Doremus Investment Management 0.01% No change 238 $53K
Curio Wealth, LLC 0.03% Reduce -98.6% 3 $52K
ESL Trust Services, LLC 0.01% No change 231 $51K
Main Management LLC 0.00% No change 229 $51K
Marshall & Sterling Wealth Advisors Inc. 0.03% New 217 $48K
Acima Private Wealth, LLC 0.02% No change 217 $48K
Rossby Financial, LCC 0.02% New 220 $47K
Jackson, Grant Investment Advisers, Inc. 0.02% Add +0.5% 212 $47K
Kiker Wealth Management, LLC 0.03% No change 211 $47K
Financial Perspectives, Inc 0.02% Add +8.2% 211 $47K
Rakuten Securities, Inc. 0.02% Reduce -73.5% 205 $45K
Loomis Sayles & Co. L P 0.00% Add +0.0% 204 $45K
Winnacle Wealth LLC 0.04% Add +0.5% 203 $45K
Anderson Financial Strategies, LLC 0.03% New 200 $44K
Wood Tarver Financial Group, LLC 0.01% No change 198 $44K
Byrne Asset Management LLC 0.04% New 196 $43K
Tower View Wealth Management LLC 0.03% No change 195 $43K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 189 $42K
ORG Partners LLC 0.01% Reduce -86.7% 184 $41K
Toth Financial Advisory Corp. 0.00% Reduce -33.1% 180 $40K
PSI Advisors, LLC 0.01% Reduce -64.5% 175 $39K
American National Bank & Trust 0.00% Reduce -5.0% 171 $38K
Flaharty Asset Management, LLC 0.01% New 170 $38K
Pin Oak Investment Advisors Inc. 0.03% No change 160 $37K
Atlantic Edge Private Wealth Management, LLC 0.01% Reduce -53.3% 162 $36K
Evelyn Partners Investment Management LLP 0.00% No change 160 $35K
Atticus Wealth Management, LLC 0.01% Reduce -57.0% 159 $35K
Orion Capital Management LLC 0.01% No change 158 $35K
Union Savings Bank 0.02% No change 158 $35K
Winch Advisory Services, LLC 0.01% Add +0.7% 154 $34K
Family Manage LLC 0.01% Add +2.0% 153 $34K
Creative Capital Management Investments LLC 0.01% New 150 $33K
Allspring Global Investments Holdings, LLC 0.00% New 148 $33K
Canton Hathaway, LLC 0.01% No change 150 $33K
Greykasell Wealth Strategies, Inc. 0.02% New 148 $33K
Capital A Wealth Management, LLC 0.03% Reduce -41.0% 147 $33K
Bellevue Asset Management, LLC 0.02% No change 143 $32K
Evergreen Private Wealth LLC 0.01% New 141 $31K
Financial Network Wealth Advisors LLC 0.04% New 141 $31K
Hopwood Financial Services, Inc. 0.02% No change 135 $30K
Laurel Wealth Advisors LLC 0.00% Add +22.7% 135 $30K
Financial Gravity Asset Management, Inc. 0.01% — 134 $30K
Roxbury Financial LLC 0.03% No change 124 $30K
Addison Advisors LLC 0.01% No change 133 $29K
Atwood & Palmer Inc. 0.00% No change 132 $29K
Kozak & Associates, Inc. 0.01% No change 140 $29K
FWL Investment Management, LLC 0.01% New 130 $29K
Syntax Research, Inc. 0.02% Reduce -23.7% 129 $29K
West Branch Capital LLC 0.01% Add +384.6% 126 $28K
Fuller & Thaler Asset Management, Inc. 0.00% Reduce -82.0% 126 $28K
Global Wealth Strategies & Associates 0.01% Add +14.0% 122 $27K
Avion Wealth 0.01% No change 116 $27K
Concord Wealth Partners 0.00% Add +1.7% 121 $27K
Arjuna Capital 0.01% New 119 $26K
Signature Resources Capital Management, LLC 0.02% No change 119 $26K
Motco 0.00% No change 116 $26K
Inlight Wealth Management, LLC 0.02% New 114 $25K
DT Investment Partners, LLC 0.00% Reduce -99.9% 114 $25K
Financial Management Professionals, Inc. 0.00% No change 108 $24K
Chesapeake Asset Management LLC 0.02% Reduce -43.7% 107 $24K
Sittner & Nelson, LLC 0.01% No change 107 $24K
Tanglewood Legacy Advisors, LLC 0.01% No change 104 $23K
Colonial Trust Advisors 0.00% No change 103 $23K
4Thought Financial Group Inc. 0.01% Add +2.0% 101 $22K
Ironwood Wealth Management, LLC. 0.01% No change 101 $22K
Accredited Wealth Management, LLC 0.02% Add +63.9% 100 $22K
Nalls Sherbakoff Group, LLC 0.02% — 96 $21K
Bernard Wealth Management Corp. 0.01% New 95 $21K
Navigoe, LLC 0.02% No change 97 $21K
Arlington Trust Co LLC 0.00% No change 90 $20K
Peachtree Investment Partners, LLC 0.01% Add +2.3% 88 $20K
Briaud Financial Planning Inc 0.01% New 88 $19K
Tidemark, LLC 0.01% Reduce -11.8% 82 $18K
Pineridge Advisors LLC 0.01% No change 81 $18K
Binnacle Investments Inc 0.01% — 79 $18K
Sofi Wealth, LLC 0.00% Reduce -100.0% 76 $17K
Global Trust Asset Management, LLC 0.01% Reduce -68.3% 75 $17K
Aventura Private Wealth, LLC 0.01% No change 75 $17K
Investors Research Corp 0.00% No change 73 $16K
Ballast Advisors LLC 0.01% No change 72 $16K
West Paces Advisors Inc. 0.00% No change 72 $16K
Weaver Capital Management LLC 0.00% No change 67 $15K
Tradewinds Capital Management, LLC 0.00% Reduce -41.4% 65 $14K
Friedenthal Financial 0.01% No change 63 $14K
Richards, Merrill & Peterson, Inc. 0.01% No change 62 $14K
Kentucky Trust Co 0.01% No change 61 $14K
General Partner, Inc. 0.01% Reduce -99.6% 59 $13K
Retirement Wealth Solutions LLC 0.01% Reduce -81.9% 58 $13K
Morris Financial Concepts, Inc. 0.01% No change 55 $12K
Davis Capital Management 0.01% Add +32.5% 53 $12K
Integrity Financial Corp 0.01% Add +66.7% 50 $11K
MGB Wealth Management, LLC 0.00% No change 50 $11K
Red Tortoise LLC 0.01% No change 48 $11K
PFG Private Wealth Management, LLC 0.01% No change 48 $11K
Ruedi Wealth Management, Inc. 0.00% No change 45 $10K
Quent Capital, LLC 0.00% No change 45 $10K
New Millennium Group LLC 0.01% Reduce -15.4% 44 $10K
PFS Partners, LLC 0.01% Add +2.3% 44 $10K
Van Eck Associates Corp. 0.00% No change 42 $9K
YANKCOM Partnership 0.00% No change 40 $9K
Riggs Asset Managment Co. Inc. 0.00% No change 40 $9K
Jackson Hole Capital Partners, LLC 0.00% No change 39 $9K
Fairman Group, LLC 0.01% No change 34 $8K
MTM Investment Management, LLC 0.00% No change 32 $7K
Wolff Wiese Magana LLC 0.00% No change 32 $7K
Hemington Wealth Management 0.00% New 33 $7K
Zeit Capital LLC 0.01% No change 31 $7K
Realta Investment Advisors 0.00% Reduce -86.0% 31 $7K
Thompson Investment Management, Inc. 0.00% No change 30 $7K
Game Plan Financial Advisors, LLC 0.00% Reduce -4.0% 24 $5K
Marquette Associates, Inc. 0.00% No change 22 $5K
Nova Wealth Management, Inc. 0.00% New 22 $5K
Arvest Investments, Inc. 0.00% No change 22 $5K
Christopher J. Hasenberg, Inc 0.00% Reduce -100.0% 21 $5K
MJT & Associates Financial Advisory Group, Inc. 0.00% — 20 $4K
Tower Research Capital LLC (TRC) 0.00% Reduce -99.9% 18 $4K
Washington Growth Strategies LLC 3.54% — 222 $4K
Legacy Wealth Managment, LLC 0.00% No change 16 $4K
Nordwand Advisors, LLC 0.00% Add +45.5% 16 $4K
Spectrum Wealth Counsel, LLC 0.00% No change 13 $3K
Van Den Berg Management I, Inc. 0.00% No change 13 $3K
Your Advocates Ltd., LLP 0.00% No change 12 $3K
Hamilton Point Investment Advisors, LLC 0.00% No change 12 $3K
Rice Partnership, LLC 0.00% Reduce -55.6% 12 $3K
Copia Wealth Management 0.00% No change 10 $2K
Rosenberg Matthew Hamilton 0.00% No change 10 $2K
Morse Asset Management, Inc 0.00% Add +80.0% 9 $2K
Absher Wealth Management, LLC 0.00% No change 8 $2K
Hoey Investments, Inc. 0.00% New 7 $2K
Putney Financial Group LLC 0.00% No change 5 $1K
Cedar Mountain Advisors, LLC 0.00% No change 5 $1K
Proathlete Wealth Management LLC 0.00% New 4 $887
Eukles Asset Management 0.00% No change 3 $666
Redmont Wealth Advisors LLC 0.00% New 3 $665
Vision Financial Markets LLC 0.00% New 1 $223
POM Investment Strategies, LLC 0.00% Reduce -100.0% 1 $222
Safe Harbor Fiduciary, LLC 0.00% No change 1 $222
Running Point Capital Advisors, LLC 0.00% No change 1 $222

"% 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.