Vanguard Most SM-Cap ETF-UsdVBETF

13F holders, Q2 2025 (June 30)
2,169holders +8
110new positions
99sold out
7famous investors
$236.05avg. 13F price*

At the end of Q2 2025, 2,169 institutions reported holding Vanguard Most SM-Cap ETF-Usd (VB) in their 13F filings, up 8 from Q1 2025. 110 opened new positions and 99 sold out. The largest holders were Bank of America Corp. ($5.7B), Morgan Stanley ($1.8B) and Jones Financial Companies LLLP ($1.7B). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions110$434.2M
Exits99$192.6M

All 13F filers, Q1 2025 → Q2 2025: 10,041,711 shares bought and 10,289,528 shares sold, net −247,817 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,169 holders

Bank of America Corp. 0.46% Add +0.7% 24,253,000 $5.7B
Morgan Stanley 0.12% Add +1.2% 7,744,922 $1.8B
Jones Financial Companies LLLP 1.25% Add +4.6% 6,964,529 $1.7B
Wells Fargo & Company 0.31% Add +0.9% 5,868,185 $1.4B
Envestnet Asset Management Inc. 0.36% Add +4.3% 5,176,056 $1.2B
UBS Group AG 0.20% Add +0.9% 4,098,496 $971.3M
LPL Financial LLC 0.31% Add +2.6% 3,925,111 $930.2M
Mercer Global Advisors Inc. 1.50% Add +7.1% 2,822,057 $668.8M
Northwestern Mutual Wealth Management Co. 0.44% Add +26.9% 2,551,461 $604.6M
Captrust Financial Advisors 1.26% Add +5.7% 2,388,456 $566.0M
Ameriprise Financial Inc. 0.14% Add +8.0% 2,342,693 $554.8M
Royal Bank of Canada 0.11% Reduce -53.5% 2,310,478 $547.5M
Raymond James Financial Inc. 0.18% Add +3.0% 2,213,641 $524.6M
Charles Schwab Investment Management Inc. 0.08% Add +4.9% 2,017,399 $478.1M
Creative Planning 0.40% Reduce -1.7% 1,965,440 $465.8M
PNC Financial Services Group, Inc. 0.29% Add +1.3% 1,917,060 $454.3M
Bank of New York Mellon Corp 0.08% Reduce -0.7% 1,820,516 $431.4M
Goldman Sachs Group Inc. 0.07% Reduce -6.2% 1,711,146 $405.5M
Mariner, LLC 0.58% Add +8.9% 1,709,529 $405.1M
Wealthfront Advisers LLC 0.90% Add +0.9% 1,467,855 $347.9M
Wellington Management Group LLP 0.05% Reduce -13.9% 1,262,115 $299.1M
CIBC Private Wealth Group LLC 0.50% Reduce -2.7% 1,180,480 $279.8M
FMR LLC 0.02% Add +36.8% 1,151,953 $273.0M
Stifel Financial Corp. 0.26% Add +1.8% 1,114,381 $264.1M
Commonwealth Equity Services, LLC 0.34% Reduce -2.5% 1,099,191 $260.5M
Mission Wealth Management, LP 5.59% Add +2.4% 1,081,327 $256.3M
JPMorgan Chase & Co. 0.02% Add +0.8% 1,063,051 $251.9M
CHURCHILL MANAGEMENT Corp 2.43% New 946,160 $224.2M
Tiaa Trust, National Association 0.58% Reduce -1.5% 942,231 $223.3M
HighTower Advisors, LLC 0.26% Reduce -6.1% 859,492 $203.7M
Glenmede Investment Management, LP 1.03% — 858,315 $203.4M
Wealthspire Advisors, LLC 1.07% Add +7.0% 801,260 $189.9M
Baird Financial Group, Inc. 0.32% Add +11.3% 775,674 $183.8M
Osaic Holdings, Inc. 0.31% Add +16.5% 739,391 $174.6M
Nicholas Hoffman & Company, LLC. 4.28% Add +27.4% 699,404 $165.7M
Bank of Montreal 0.08% Reduce -1.6% 665,898 $157.8M
Cetera Investment Advisers 0.26% Add +11.9% 657,402 $155.8M
Cerity Partners LLC 0.27% Add +8.8% 628,562 $149.0M
1832 Asset Management L.P. 0.26% Reduce -21.8% 618,335 $146.5M
Vanguard Group Inc. 0.00% Add +8.2% 612,034 $145.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 3.76% Add +1.3% 583,423 $138.3M
Natixis Advisors, LLC 0.21% Add +3.3% 562,385 $133.3M
Badgley Phelps Wealth Managers, LLC 2.94% Add +3.0% 557,930 $132.6M
Cullen/Frost Bankers, Inc. 1.62% Add +12.5% 546,104 $129.4M
Clearstead Advisors, LLC 1.78% Add +9.8% 534,238 $126.6M
Davis R M Inc. 2.26% Add +0.0% 515,318 $122.1M
Pathstone Holdings, LLC 0.47% Add +41.2% 586,082 $119.5M
Moneta Group Investment Advisors LLC 1.35% Add +2.5% 477,756 $113.2M
Corient Private Wealth LP 0.15% Add +3.7% 477,608 $113.2M
Truist Financial Corp. 0.16% Reduce -7.1% 449,593 $106.5M
Pinnacle Associates Ltd. 1.51% Reduce -1.6% 441,387 $104.6M
Efficient Advisors, LLC 6.13% Add +8.5% 434,073 $102.9M
Fusion Family Wealth, LLC 8.26% Add +4.0% 412,456 $97.7M
MML Investors Services, LLC 0.27% Add +3.7% 396,389 $93.9M
Wealth Enhancement Advisory Services, LLC 0.15% Add +53.3% 384,718 $93.6M
Provida Pension Fund Administrator 1.67% Reduce -13.1% 389,898 $92.4M
Peapack Gladstone Financial Corp. 1.29% Add +0.8% 385,547 $91.4M
State Street Corp. 0.00% Add +31.0% 383,669 $91.2M
Baker Avenue Asset Management, LP 2.57% Add +0.1% 381,556 $90.4M
Private Advisor Group, LLC 0.46% Add +2.6% 356,700 $84.5M
Equitable Holdings, Inc. 0.69% Add +11.4% 353,069 $83.7M
Invictus Private Wealth, LLC 5.66% Add +5.5% 348,766 $82.7M
Heartwood Wealth Advisors LLC 8.56% Add +1.4% 345,967 $82.0M
Millburn Ridgefield LLC 1.95% Reduce -6.5% 341,352 $80.9M
Catalyst Capital Advisors LLC 1.63% Reduce -6.5% 341,352 $80.9M
Trustmark Bank Trust Department 5.51% Reduce -11.3% 336,725 $79.8M
Avantax Advisory Services, Inc. 0.43% Reduce -2.4% 333,977 $79.1M
Janus Henderson Group PLC 0.04% New 332,896 $78.9M
Cambridge Investment Research Advisors, Inc. 0.24% Reduce -14.4% 327,277 $77.6M
Citigroup Inc. 0.05% Reduce -3.0% 325,006 $77.0M
Karpus Management, Inc. 2.48% Reduce -0.4% 324,978 $77.0M
Assetmark, Inc. 0.18% Add +10.2% 320,964 $76.1M
Comerica Bank 0.29% Add +4.5% 316,725 $75.1M
M&T Bank Corp 0.25% Add +11.2% 311,926 $73.9M
Fifth Third Bancorp 0.25% Reduce -4.6% 308,790 $73.2M
Teacher Retirement System of Texas 0.30% No change 299,349 $70.9M
Lincoln National Corp. 2.10% Add +4.1% 292,062 $69.2M
Rockefeller Capital Management L.P. 0.15% Add +34.9% 283,669 $67.2M
Gibraltar Capital Management, Inc. 13.08% Add +57.8% 440,412 $67.0M
US Bancorp \de 0.08% Reduce -0.7% 279,894 $66.3M
Chandler Asset Management, Inc. 11.30% Reduce -6.7% 268,285 $63.6M
Park Avenue Securities LLC 0.58% Add +5.7% 267,629 $63.4M
Vista Capital Partners, Inc. 6.89% Reduce -2.6% 265,630 $62.9M
Center for Financial Planning, Inc. 7.13% Add +69.2% 262,478 $62.2M
Smithfield Trust Co 2.89% Add +2.8% 258,797 $61.3M
Pittenger & Anderson Inc. 2.18% Reduce -0.1% 251,260 $59.5M
Auto-Owners Insurance Co 1.32% Reduce -72.7% 249,028 $59.0M
Bessemer Group Inc. 0.09% Add +17.4% 246,587 $58.4M
Wit, LLC 1.44% Reduce -89.1% 244,855 $58.0M
Betterment LLC 0.12% Add +52.4% 244,160 $57.9M
Pandi, LLC 7.38% No change 232,630 $55.1M
Employees Retirement System of Texas 0.52% No change 226,425 $53.7M
First Command Advisory Services, Inc. 0.45% Add +3.4% 219,271 $52.0M
Thrivent Financial for Lutherans 0.12% Add +26.3% 218,533 $51.8M
Merit Financial Group, LLC 0.56% Add +19.9% 213,314 $50.6M
Coldstream Capital Management Inc. 0.81% Add +149.8% 208,643 $49.5M
Country Trust Bank 1.11% Add +20.6% 208,064 $49.3M
CX Institutional 1.71% Reduce -8.4% 207,192 $49.1M
Kestra Advisory Services, LLC 0.24% Add +2.7% 206,386 $48.9M
Ellenbecker Investment Group 7.68% Reduce -2.0% 200,427 $47.5M
Capitolis Liquid Global Markets LLC 0.35% Add +87.1% 198,900 $47.1M
NewEdge Advisors, LLC 0.24% Add +10.3% 194,596 $46.1M
Janney Montgomery Scott LLC 0.12% Reduce -14.7% 191,671 $45.4M
American Trust 4.26% Add +51.9% 190,635 $45.2M
CW Advisors, LLC 0.44% Add +790.5% 190,237 $45.1M
MAI Capital Management 0.31% Reduce -9.5% 188,608 $44.7M
Joel Isaacson & Co., LLC 1.80% Reduce -1.7% 186,730 $44.3M
CENTRAL TRUST Co 1.01% Add +5.3% 185,172 $43.9M
Composition Wealth, LLC 0.73% Reduce -17.7% 183,507 $43.5M
Choreo, LLC 0.59% Reduce -25.5% 178,520 $42.4M
Focus Partners Wealth 0.09% Add +10.0% 177,463 $42.1M
Citizens Financial Group Inc. 0.67% Reduce -14.5% 174,198 $41.4M
Connecticut Wealth Management, LLC 1.96% Add +18.4% 173,278 $41.1M
Alps Advisors Inc. 0.24% Add +127.4% 172,715 $40.9M
TCV Trust & Wealth Management, Inc. 3.55% Reduce -0.9% 171,223 $40.6M
MilWealth Group LLC 10.36% Add +2.5% 169,746 $40.2M
Cary Street Partners Financial LLC 1.11% Add +30.7% 166,838 $39.5M
Garde Capital, Inc. 2.11% Reduce -4.6% 166,380 $39.4M
Ballast, Inc. 10.15% Add +6.8% 163,617 $38.8M
Parallel Advisors, LLC 0.75% Reduce -4.6% 158,502 $37.6M
Chicago Partners Investment Group LLC 1.08% Add +2.1% 151,140 $37.4M
Investments & Financial Planning, LLC 21.36% Add +2.4% 156,471 $37.1M
Regions Financial Corp. 0.25% Add +16.4% 150,490 $35.7M
Wealthquest Corp 2.77% Add +3.3% 147,938 $35.1M
Chatham Capital Group, Inc. 5.34% Add +0.8% 147,823 $35.0M
MPS Loria Financial Planners, LLC 10.21% Reduce -2.6% 146,339 $34.7M
Pinnacle Wealth Management Advisory Group, LLC 2.88% Add +1.4% 146,144 $34.6M
Heritage Investors Management Corp. 1.09% Reduce -0.3% 146,132 $34.6M
Aufman Associates Inc 21.31% Reduce -0.3% 145,848 $34.6M
Legacy Financial Group LLC 4.75% Add +6.5% 143,610 $34.0M
Mountain Capital Investment Advisors Inc. 6.46% Reduce -16.6% 140,462 $33.6M
Sanctuary Advisors, LLC 0.20% Add +4.5% 138,758 $32.9M
WP Advisors, LLC 8.97% Add +460.7% 137,894 $32.7M
Brass Tax Wealth Management, Inc. 6.28% Add +2.1% 137,666 $32.6M
Compound Planning, Inc. 1.23% Add +23.9% 137,592 $32.6M
Avior Wealth Management, LLC 1.12% Add +13.8% 137,218 $32.5M
SCS Capital Management LLC 0.36% Add +23.6% 136,744 $32.4M
CBIZ Investment Advisory Services, LLC 1.43% Add +7.6% 136,154 $32.3M
Acorn Financial Advisory Services Inc. 5.27% Reduce -2.4% 135,675 $32.2M
Scott Capital Advisors, LLC 8.70% Reduce -0.1% 131,841 $32.1M
Moller Wealth Partners 7.08% Add +16.7% 135,343 $32.1M
Axxcess Wealth Management, LLC 0.76% Add +25.3% 132,760 $31.5M
AMG National Trust Bank 0.82% Add +4.5% 131,788 $31.2M
Northern Trust Corp. 0.00% Add +1.5% 131,647 $31.2M
Whelan Financial 11.23% Add +0.2% 131,074 $31.1M
EP Wealth Advisors, LLC 0.20% Add +11.4% 130,793 $31.0M
BLB&B Advisors, LLC 1.45% Add +13.3% 130,593 $30.9M
Clark Asset Management, LLC 4.05% Add +14.7% 125,357 $29.7M
Pure Financial Advisors, LLC 0.52% Add +21.6% 124,643 $29.5M
AA Financial Advisors, LLC 6.36% Add +8.3% 124,484 $29.5M
Northeast Investment Management 1.23% Add +9.6% 121,336 $28.8M
Randolph Co Inc 2.94% Add +1.1% 121,084 $28.7M
St Germain D J Co. Inc. 1.23% Add +56.7% 120,733 $28.6M
NewEdge Wealth, LLC 0.44% Reduce -2.1% 117,804 $28.3M
Manufacturers Life Insurance Company, The 0.03% Add +3.0% 118,874 $28.2M
Brown Financial Advisory 15.33% Add +16.7% 117,257 $27.8M
Capital Asset Advisory Services LLC 1.30% Add +18.7% 115,879 $27.7M
Bluestem Financial Advisors, LLC 11.88% Reduce -0.4% 116,954 $27.7M
Leavell Investment Management, Inc. 1.24% Reduce -1.6% 116,307 $27.7M
Arax Advisory Partners 1.27% Add +1.9% 112,194 $27.6M
United Capital Financial Advisors, LLC 0.22% Add +2.9% 115,757 $27.4M
Wolff Financial Management LLC 6.95% Add +2.0% 113,611 $26.9M
Johnson Financial Group, LLC 2.50% Reduce -3.2% 111,421 $26.4M
Modera Wealth Management, LLC 0.33% Add +4.7% 111,320 $26.4M
Bank of Hawaii 1.38% Add +0.7% 110,292 $26.1M
D.A. Davidson & Co. 0.18% Add +21.1% 109,776 $26.0M
SP Asset Management LLC 2.13% Reduce -17.6% 109,028 $25.8M
Searcy Financial Services Inc. 10.33% New 107,189 $25.4M
Summit Trail Advisors, LLC 0.43% New 105,921 $25.2M
Howard Capital Management Group, LLC 1.74% Add +1.2% 105,880 $25.1M
Wooster Corthell Wealth Management, Inc. 4.62% Add +13.7% 105,180 $24.9M
Stephens Inc. 0.34% Add +3.5% 104,761 $24.8M
Integrated Wealth Concepts LLC 0.24% Add +1.8% 102,324 $24.2M
CreativeOne Wealth, LLC 0.63% Add +4.1% 102,180 $24.2M
&partners 0.18% Add +26.5% 101,556 $24.0M
MBE Wealth Management, LLC 10.38% Add +4.6% 100,731 $23.9M
Woodmont Investment Counsel LLC 1.57% Reduce -1.3% 100,352 $23.8M
Lido Advisors, LLC 0.13% Add +55.3% 99,688 $23.7M
Steward Partners Investment Advisory, LLC 0.18% Add +28.5% 99,402 $23.6M
Patriot Investment Management Group, Inc. 1.63% Add +1.0% 99,349 $23.5M
Full Sail Capital, LLC 1.36% Add +38.0% 99,068 $23.5M
Brookstone Capital Management 0.30% Add +6.8% 97,908 $23.2M
Montag A & Associates Inc. 1.13% Reduce -22.9% 96,875 $23.0M
3Chopt Investment Partners, LLC 5.53% Reduce -0.8% 96,690 $23.0M
Brown Advisory Inc. 0.03% Reduce -24.0% 96,741 $22.9M
Orion Porfolio Solutions, LLC 0.20% Add +0.7% 96,662 $22.9M
Cwm, LLC 0.08% Add +15.6% 96,343 $22.8M
Forvis Mazars Wealth Advisors, LLC 0.48% Reduce -7.8% 94,858 $22.5M
WBH Advisory Inc. 1.91% Add +3.2% 94,705 $22.4M
Associated Banc-Corp 0.63% Add +16.0% 94,028 $22.3M
Financial Engines Advisors L.L.C. 0.04% Reduce -1.2% 93,286 $22.1M
Drucker Wealth 3.0, LLC 4.26% Add +13.0% 90,553 $22.1M
Glenview Trust Co 0.37% Add +30.5% 90,668 $21.5M
Cyndeo Wealth Partners, LLC 1.26% Add +3.8% 89,917 $21.3M
Kohmann Bosshard Financial Services, LLC 2.34% Add +1.6% 88,416 $21.0M
NorthCoast Asset Management LLC 0.09% Add +59.7% 86,776 $20.6M
Bleakley Financial Group, LLC 0.52% Add +69.7% 86,537 $20.5M
Crewe Advisors LLC 2.87% Reduce -0.3% 85,513 $20.3M
Summit Financial, LLC 0.46% Add +10.4% 84,832 $20.2M
Koesten, Hirschmann & Crabtree, INC. 10.40% Add +5.8% 84,856 $20.1M
Burrus Financial Services, Inc. 9.58% Add +3.1% 84,427 $20.0M
Hurlow Wealth Management Group, Inc. 5.60% Add +0.5% 83,713 $19.8M
Apella Capital, LLC 0.53% Add +37.1% 81,694 $19.7M
MBM Wealth Consultants, LLC 5.21% Add +4.7% 82,151 $19.5M
Financial Synergies Wealth Advisors, Inc. 2.10% Reduce -2.9% 81,174 $19.2M
Marshall Financial Group Inc. 5.75% Reduce -0.9% 80,990 $19.2M
Oak Hill Wealth Advisors, LLC 3.97% Add +4.5% 79,327 $19.2M
Whitegate Investment Counselors, Inc. 6.46% Add +1.2% 80,275 $19.0M
Cadence Bank 1.25% Add +3.9% 79,841 $18.9M
Envestnet Portfolio Solutions, Inc. 0.07% Reduce -49.8% 79,769 $18.9M
BCK Partners, Inc. 11.03% Add +3.8% 79,352 $18.8M
Koshinski Asset Management, Inc. 1.41% Add +3.9% 78,906 $18.7M
First Manhattan Co. Llc. 0.05% Add +14.3% 77,997 $18.5M
Dunhill Financial, LLC 5.37% Add +100.7% 78,252 $18.5M
Roof Eidam Maycock Peralta, LLC 4.56% Reduce -3.0% 78,109 $18.5M
StoneX Group Inc. 0.89% Add +3.7% 77,248 $18.4M
Compton Wealth Advisory Group, LLC 4.64% Add +6.1% 77,378 $18.3M
Daymark Wealth Partners, LLC 0.70% Add +2.5% 77,285 $18.3M
Charles Schwab Trust Co 1.37% Add +22.6% 77,185 $18.3M
Twele Capital Management, Inc. 3.62% Add +3.9% 76,939 $18.2M
Crane Advisory, LLC 2.99% Reduce -5.5% 74,542 $18.1M
Berkshire Asset Management LLC 0.81% Reduce -0.1% 75,252 $17.8M
DeDora Capital, Inc. 4.64% Add +3.2% 74,960 $17.8M
Salem Investment Counselors Inc. 0.56% Add +2.8% 74,214 $17.6M
Focus Partners Advisor Solutions, LLC 0.23% Reduce -1.7% 74,234 $17.6M
HB Wealth Management, LLC 0.14% Add +11.5% 74,160 $17.6M
Gemmer Asset Management LLC 1.53% Add +1.2% 72,525 $17.2M
Strategic Investment Advisors / MI 1.67% Add +5.7% 72,464 $17.2M
Simon Quick Advisors, LLC 0.87% Add +225.1% 72,275 $17.1M
Great Valley Advisor Group, Inc. 0.37% Reduce -1.0% 71,391 $16.9M
Tectonic Advisors LLC 0.98% Add +6.0% 71,372 $16.9M
SAM Advisors, LLC 5.84% Add +3.7% 71,186 $16.9M
Alliancebernstein L.P. 0.01% Reduce -19.5% 70,470 $16.7M
Sage Rhino Capital LLC 3.52% Add +4.8% 70,328 $16.7M
Aspiriant, LLC 0.53% Reduce -6.1% 70,004 $16.6M
Marietta Wealth Management, LLC 2.14% Add +2.7% 69,123 $16.4M
Atria Investments, Inc 0.19% Add +16.9% 69,122 $16.4M
Golden Road Advisors LLC 10.76% Add +1.2% 68,263 $16.2M
Beacon Pointe Advisors, LLC 0.17% Add +16.5% 68,213 $16.2M
Agf Management Ltd. 0.07% Reduce -14.5% 68,092 $16.1M
Acropolis Investment Management, LLC 0.89% Add +18.3% 67,990 $16.1M
True North Advisors, LLC 3.05% Reduce -19.4% 67,103 $15.9M
Wealthspire Retirement, LLC 1.04% Add +626.8% 66,690 $15.8M
Kestra Private Wealth Services, LLC 0.22% Add +21.3% 65,563 $15.5M
Abound Wealth Management 4.38% Add +14.1% 65,464 $15.5M
Iron Horse Wealth Management, LLC 4.54% Add +3.4% 64,955 $15.4M
Whittier Trust Co. of Nevada Inc. 0.35% Reduce -0.1% 64,382 $15.3M
Curran Financial Partners, LLC 3.36% Add +18.0% 64,182 $15.2M
QRG Capital Management, Inc. 0.13% Add +17.7% 63,460 $15.0M
Allworth Financial LP 0.07% Add +2.8% 63,445 $15.0M
Bristlecone Advisors, LLC 1.26% Reduce -0.6% 63,441 $15.0M
Trust Co of the South 2.67% Add +17.3% 63,362 $15.0M
Nelson Capital Management, LLC 1.98% Reduce -24.3% 63,293 $15.0M
Wealth Architects, LLC 1.52% Add +8.0% 63,169 $15.0M
Ameritas Advisory Services, LLC 0.78% Reduce -12.9% 63,016 $14.9M
Atria Wealth Solutions, Inc. 0.34% Reduce -46.9% 62,308 $14.9M
O'shaughnessy Asset Management, LLC 0.10% Add +55.4% 62,333 $14.8M
Noble Family Wealth, LLC 3.59% Add +1.2% 62,061 $14.7M
CRA Financial Services, LLC 2.25% Add +2.9% 62,010 $14.7M
SouthState Bank Corp 0.64% Reduce -21.8% 61,932 $14.7M
Bradley Foster & Sargent Inc. 0.23% Reduce -7.1% 61,129 $14.5M
Rainey & Randall Wealth Advisors Inc. 2.62% Add +7.1% 60,165 $14.3M
AJ Advisors, LLC 6.28% Reduce -4.8% 59,562 $14.1M
Susquehanna International Group, LLP 0.02% Reduce -61.9% 59,552 $14.1M
Cresset Asset Management, LLC 0.07% Reduce -1.7% 59,323 $14.1M
McIlrath & Eck, LLC 1.60% Add +0.5% 59,184 $14.0M
Blair William & Co. 0.04% Reduce -1.0% 58,809 $13.9M
BNP Paribas Financial Markets 0.01% Add +18.4% 58,506 $13.9M
Wedmont Private Capital 0.59% Add +2.7% 56,620 $13.8M
EverSource Wealth Advisors, LLC 0.62% Add +2.8% 57,743 $13.7M
McClarren Financial Advisors, Inc. 8.79% Add +5.1% 57,006 $13.5M
AlphaCore Capital LLC 0.51% Add +196.9% 56,557 $13.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.30% Add +6.4% 56,566 $13.4M
Johnson Investment Counsel Inc. 0.12% Add +14.9% 56,444 $13.4M
Plum Street Advisors, LLC 5.89% Reduce -0.1% 56,343 $13.4M
Burling Wealth Partners, LLC 2.44% Reduce -2.3% 55,832 $13.2M
CoreCap Advisors, LLC 0.53% Add +6.3% 55,536 $13.2M
ETF Portfolio Partners, Inc. 3.62% Add +8.0% 55,109 $13.1M
J.W. Cole Advisors, Inc. 0.28% Add +97.3% 54,975 $13.0M
GoalFusion Wealth Management, LLC 6.63% Add +2.1% 54,460 $12.9M
McAdam, LLC 0.71% Add +2.8% 54,450 $12.9M
Atmos Advisory, LLC 8.13% Reduce -0.3% 53,839 $12.8M
JFG Wealth Management, LLC 2.66% Add +6.2% 53,727 $12.7M
Frisco Financial Planning LLC 11.55% Add +0.6% 53,581 $12.7M
White Wing Wealth Management 8.57% Add +2.5% 53,389 $12.7M
Riverview Capital Advisers, LLC 3.61% Reduce -16.7% 53,189 $12.6M
Whittier Trust Co. 0.15% Add +1.7% 53,183 $12.6M
25 LLC 4.58% Add +3.2% 52,637 $12.5M
Smith & Howard Wealth Management, LLC 3.11% Add +10.2% 51,657 $12.2M
Asset Management Group, Inc. 2.13% Reduce -0.3% 51,635 $12.2M
First National Corp. /Ma/ 2.46% Add +6.6% 51,548 $12.2M
PDS Planning, Inc 0.91% Add +12.4% 51,440 $12.2M
Staley Capital Advisers Inc. 0.52% Reduce -4.6% 51,435 $12.2M
Sage Financial Group Inc. 0.90% Add +117.2% 51,377 $12.2M
TD Private Client Wealth LLC 0.30% Add +9.2% 51,313 $12.2M
Arbor Wealth Advisors LLC 9.68% Reduce -0.0% 50,350 $11.9M
Aries Wealth Management 3.11% Add +4.8% 50,278 $11.9M
Von Berge Wealth Management Group, LLC 6.65% Add +2.4% 48,351 $11.8M
OneAscent Financial Services LLC 0.84% Reduce -50.4% 49,102 $11.8M
RFG Holdings, Inc. 3.40% Add +16.3% 49,578 $11.7M
Oppenheimer & Co. Inc. 0.16% Reduce -2.0% 49,472 $11.7M
GeoWealth Management, LLC 0.46% Add +19.9% 49,309 $11.7M
Mason & Associates, LLC 2.93% Add +20.6% 49,285 $11.7M
BOK Financial Private Wealth, Inc. 0.78% Reduce -13.1% 49,084 $11.7M
Focused Wealth Management, Inc 1.42% Add +3.1% 49,186 $11.7M
Arrow Financial Corp 1.23% Reduce -3.2% 49,129 $11.6M
Orgel Wealth Management, LLC 0.28% Add +7.7% 49,011 $11.6M
Parkside Advisors LLC 2.55% Add +15.8% 48,795 $11.6M
World Investment Advisors 0.26% Add +6.7% 48,895 $11.6M
St. Louis Trust Co 1.54% Reduce -0.7% 48,891 $11.6M
Capital Group Private Client Services, Inc. 0.10% Add +0.4% 48,664 $11.5M
David Kennon Inc 4.30% Add +0.0% 48,529 $11.5M
Roberts Wealth Advisors, LLC 3.29% Add +1.7% 48,324 $11.5M
Canandaigua National Bank & Trust Co. 1.06% Reduce -2.2% 48,226 $11.4M
Bartlett & Co. Wealth Management LLC 0.16% Add +3.8% 48,085 $11.4M
Clarity Wealth Advisors, LLC 2.80% Add +1.5% 47,929 $11.4M
OneDigital Investment Advisors LLC 0.12% Reduce -0.1% 47,232 $11.2M
Kathmere Capital Management, LLC 0.85% Add +1.2% 46,782 $11.1M
Ballentine Partners, LLC 0.17% Reduce -14.9% 46,768 $11.1M
High Note Wealth, LLC 2.52% Reduce -1.4% 46,520 $11.0M
Rossmore Private Capital 1.29% Reduce -1.2% 46,407 $11.0M
Bear Mountain Capital, Inc. 3.93% Add +0.1% 45,037 $11.0M
Spectrum Financial Alliance Ltd LLC 2.95% Reduce -1.6% 45,629 $10.9M
Integral Investment Advisors, Inc. 3.10% Add +5.0% 45,882 $10.9M
JDM Financial Group LLC 5.10% Add +3.3% 45,621 $10.8M
Sage Mountain Advisors LLC 0.70% Reduce -0.2% 45,340 $10.7M
Cynosure Group, LLC 1.20% Reduce -1.3% 44,743 $10.6M
Apollon Wealth Management, LLC 0.21% Reduce -31.4% 44,668 $10.6M
Concurrent Investment Advisors, LLC 0.21% Add +26.9% 44,605 $10.6M
Diversify Wealth Management, LLC 0.65% Add +2.3% 43,109 $10.6M
Peddock Capital Advisors, LLC 2.44% Add +5.8% 44,547 $10.6M
Tribridge Partners Financial LLC 6.19% — 44,528 $10.6M
Perigon Wealth Management, LLC 0.24% Add +1.4% 44,191 $10.5M
Nicolet Advisory Services, LLC 0.89% Add +3.8% 44,044 $10.5M
Stratos Wealth Partners, LTD. 0.14% Add +1.7% 44,063 $10.4M
U.S. Capital Wealth Advisors, LLC 0.30% Reduce -3.4% 43,917 $10.4M
Cherry Tree Wealth Management, LLC 2.42% Add +2.8% 43,910 $10.4M
Fee-Only Financial Planning, L.C. 6.43% Add +0.9% 43,819 $10.4M
Capital Planning LLC 3.26% Reduce -0.7% 43,671 $10.4M
Tower Research Capital LLC (TRC) 0.28% Add +242244.4% 43,622 $10.3M
AQR Capital Management 0.01% Add +76.1% 43,460 $10.3M
Waverly Advisors, LLC 0.11% Add +3.3% 43,197 $10.2M
PrairieView Partners, LLC 0.99% Reduce -21.1% 43,181 $10.2M
Penserra Capital Management LLC 0.14% Reduce -27.8% 42,795 $10.1M
Manning & Napier Advisors LLC 0.12% Reduce -1.6% 42,542 $10.1M
Fonville Wealth Management LLC 2.55% Reduce -0.8% 42,428 $10.1M
Agate Pass Investment Management, LLC 4.13% Reduce -4.9% 42,427 $10.1M
Flagship Harbor Advisors, LLC 0.48% Reduce -6.3% 42,411 $10.1M
VestGen Advisors, LLC 0.40% Reduce -0.8% 41,991 $10.0M
Red Wave Investments LLC 3.27% Add +0.3% 41,986 $9.9M
NORTHSTAR ASSET MANAGEMENT Co 2.27% Add +0.5% 41,724 $9.9M
Harbor Advisory Corp. 3.14% Add +3.4% 41,533 $9.8M
Madrona Financial Services, LLC 2.36% Add +7.7% 41,513 $9.8M
DORVAL Corp 3.51% Add +4.6% 41,444 $9.8M
BlueSky Wealth Advisors, LLC 1.43% Add +8.7% 41,403 $9.8M
Praetorian Wealth Management, Inc. 2.26% Add +19.9% 41,381 $9.8M
TD Capital Management LLC 0.92% Reduce -0.3% 41,141 $9.7M
Bridges Investment Management Inc. 0.13% Add +23.1% 41,071 $9.7M
James J. Burns & Company, LLC 1.58% Add +7.5% 40,992 $9.7M
Leeward Financial Partners, LLC 3.08% Add +3.7% 40,956 $9.7M
Petredis Investment Advisors LLC 0.85% Reduce -53.7% 40,713 $9.6M
Beirne Wealth Consulting Services, LLC 3.11% Add +24.3% 40,285 $9.6M
Chilton Capital Management LLC 0.35% Reduce -4.5% 40,121 $9.5M
Horizons Wealth Management 6.87% Add +3.4% 40,053 $9.5M
Beacon Financial Strategies CORP 5.96% Add +0.2% 40,043 $9.5M
Quantinno Capital Management LP 0.04% Add +4.8% 39,646 $9.4M
CSM Advisors, LLC 0.27% Reduce -1.8% 39,461 $9.3M
Fiduciary Advisors, Inc. 8.21% Add +2.1% 39,373 $9.3M
Hoge Financial Services, LLC 5.80% Add +6.7% 39,296 $9.3M
Rwa Wealth Partners, LLC 0.12% Add +2.1% 39,058 $9.3M
Single Point Partners, LLC 2.02% Add +14.4% 38,916 $9.3M
Kearns & Associates LLC 5.29% Add +0.1% 38,954 $9.2M
Culbertson A N & Co. Inc. 1.42% Add +0.1% 38,918 $9.2M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.60% Add +4.2% 38,903 $9.2M
Circle Wealth Management, LLC 0.20% Reduce -3.1% 38,886 $9.2M
Empower Advisory Group, LLC 0.03% Add +3.2% 38,605 $9.1M
Brick & Kyle, Associates 4.04% Add +2.2% 36,726 $9.1M
Evergreen Capital Management LLC 0.27% Add +2.1% 38,014 $9.0M
Mitchell McLeod Pugh & Williams Inc. 1.68% Add +16.6% 38,108 $9.0M
Tudor Investment Corporation 0.07% Add +250.6% 37,699 $8.9M
Empowered Funds, LLC 0.10% Add +1545.9% 37,526 $8.9M
Wealthcare Advisory Partners LLC 0.20% Add +32.0% 37,474 $8.9M
Sand Hill Global Advisors, LLC 0.33% Reduce -14.1% 37,467 $8.9M
Vigilare Wealth Management 3.33% New 37,437 $8.9M
Sandy Cove Advisors, LLC 3.20% Add +3.4% 37,321 $8.8M
Waller Financial Planning Group, Inc. 2.10% Add +15.6% 36,672 $8.7M
Axiom Financial Strategies, LLC 4.85% Reduce -0.8% 36,647 $8.7M
Lokken Investment Group LLC 3.33% Add +1.8% 36,501 $8.7M
Cornerstone National Bank & Trust Co 3.72% Add +3.9% 36,487 $8.6M
Sawgrass Asset Management LLC 0.98% Reduce -0.7% 36,485 $8.6M
Evolution Wealth Advisors, LLC 1.26% Reduce -10.5% 36,201 $8.6M
Bokf, NA 0.14% Add +20.4% 36,045 $8.5M
Verum Partners LLC 1.97% Add +138.2% 35,976 $8.5M
Dynamic Advisor Solutions LLC 0.26% Reduce -10.3% 35,796 $8.5M
Mutual Advisors, LLC 0.21% Add +22.3% 34,151 $8.4M
Steph & Co. 2.73% Add +0.3% 35,491 $8.4M
Chesley Taft & Associates LLC 0.37% Add +0.5% 35,299 $8.4M
Fiducient Advisors LLC 1.02% Reduce -45.5% 35,153 $8.4M
Bailard, Inc. 0.19% Add +0.4% 35,242 $8.4M
Brooklyn FI, LLC 2.14% Add +33.0% 35,163 $8.3M
Systelligence, LLC 1.54% New 35,114 $8.3M
TriaGen Wealth Management LLC 2.52% Add +5.0% 35,042 $8.3M
Exencial Wealth Advisors, LLC 0.29% Add +1.0% 35,019 $8.3M
Venture Visionary Partners LLC 0.31% Reduce -5.0% 34,965 $8.3M
Nwam LLC 0.48% Add +106.1% 34,625 $8.3M
Haverford Trust Co 0.08% Add +7.5% 34,862 $8.3M
Robertson Stephens Wealth Management, LLC 0.29% Reduce -4.3% 34,690 $8.2M
Principal Securities, Inc. 0.15% Reduce -27.1% 34,695 $8.2M
Ellevest, Inc. 1.31% Reduce -78.3% 34,645 $8.2M
RW Investment Management LLC 0.91% Reduce -0.5% 34,618 $8.2M
Code Waechter LLC 5.82% New 34,544 $8.2M
Visionary Wealth Advisors 0.42% Add +14.4% 34,410 $8.2M
Florida Trust Wealth Management Co 0.25% Reduce -12.3% 34,366 $8.1M
Savant Capital, LLC 0.06% Add +6.5% 34,242 $8.1M
Johnson Bixby & Associates, LLC 1.11% Reduce -4.6% 34,186 $8.1M
Global Retirement Partners, LLC 0.20% — 34,003 $8.1M
Gilman Hill Asset Management, LLC 1.31% Add +6.0% 33,922 $8.0M
Prospera Financial Services Inc 0.15% Add +23.7% 33,837 $8.0M
Crestwood Advisors Group, LLC 0.14% Add +1.3% 33,817 $8.0M
Benchmark Wealth Management, LLC 3.55% Reduce -3.0% 33,732 $8.0M
Old Mission Investment Co LLC 2.19% Add +3.4% 33,707 $8.0M
Dynasty Wealth Management, LLC 0.14% Reduce -3.4% 33,691 $8.0M
Black Diamond Financial, LLC 1.24% Add +0.3% 33,687 $8.0M
Wealth Management Strategies, Inc. 4.27% Add +15.8% 33,531 $7.9M
Elite Financial, Inc. 3.89% Reduce -2.0% 32,742 $7.9M
Fi3 FINANCIAL ADVISORS, LLC 2.83% Add +7.5% 33,014 $7.8M
Cambridge Advisors Inc. 1.64% Add +17.8% 33,036 $7.8M
WESCAP Management Group, Inc. 1.78% Reduce -5.5% 32,915 $7.8M
Thrive Wealth Management, LLC 1.25% Add +55.2% 32,662 $7.7M
Valmark Advisers, Inc. 0.11% Add +0.4% 32,645 $7.7M
Howard Wealth Management, LLC 3.87% Add +0.1% 32,288 $7.7M
Five Pine Wealth Management 5.64% Add +3.1% 32,125 $7.6M
Financial Futures Ltd Liability Co. 4.08% Add +49.0% 32,131 $7.6M
Oldfather Financial Services, LLC 2.60% Reduce -0.6% 31,970 $7.6M
Wambolt & Associates, LLC 2.55% Add +1.5% 31,551 $7.6M
IFP Advisors, Inc 0.21% Reduce -4.5% 31,317 $7.4M
JNBA Financial Advisors 0.71% Add +251.5% 31,217 $7.4M
Ieq Capital, LLC 0.05% Add +39.7% 31,202 $7.4M
Fiduciary Trust Co 0.09% Reduce -5.9% 31,059 $7.4M
Midwest Trust Co 0.10% — 31,044 $7.4M
Lazard Asset Management LLC 0.01% Reduce -13.0% 30,996 $7.3M
GTS Securities LLC 0.33% Add +29.4% 30,915 $7.3M
Annex Advisory Services, LLC 0.18% Reduce -9.6% 30,885 $7.3M
Ancora Advisors LLC 0.15% Reduce -1.1% 30,837 $7.3M
Rehmann Capital Advisory Group 0.44% Reduce -3.1% 30,746 $7.3M
Latigo Investments, LLC 3.74% No change 30,671 $7.3M
Wesbanco Bank Inc. 0.22% Add +59.3% 30,631 $7.3M
Rareview Capital LLC 4.54% Reduce -13.2% 30,338 $7.2M
Colony Family Offices, LLC 1.86% Reduce -0.2% 30,234 $7.2M
Warwick Investment Management, Inc. 1.39% Reduce -9.6% 30,178 $7.2M
Arkos Global Advisors 0.99% Reduce -2.7% 30,138 $7.1M
Cozad Asset Management Inc. 0.61% Add +0.2% 29,572 $7.0M
NavPoint Financial, Inc. 4.22% Add +3.5% 29,445 $7.0M
Logan Capital Management Inc. 0.32% Reduce -10.1% 29,295 $6.9M
BTG Pactual Asset Management US LLC 0.93% Reduce -2.1% 29,113 $6.9M
Capital Management Associates, Inc 2.18% Reduce -49.3% 29,107 $6.9M
Evolution Advisers, Inc. 3.37% Reduce -3.8% 28,936 $6.9M
Titleist Asset Management, LLC 0.68% Reduce -2.1% 28,828 $6.8M
Sequoia Financial Advisors, LLC 0.05% Reduce -16.9% 28,807 $6.8M
AdvisorNet Financial, Inc 0.44% Add +100.1% 28,607 $6.8M
Earned Wealth Advisors, LLC 1.33% Add +39.3% 28,592 $6.8M
Webster Bank, N. A. 0.70% Reduce -0.1% 28,555 $6.8M
Sovereign Financial Group, Inc. 1.39% Add +1.6% 28,518 $6.8M
McNamara Financial Services, Inc. 1.33% Add +3.0% 28,374 $6.7M
Stratos Wealth Advisors, LLC 0.35% Add +6.1% 28,208 $6.7M
Creekside Partners 3.17% Add +4.2% 28,190 $6.7M
Level Four Advisory Services, LLC 0.25% Reduce -2.4% 28,120 $6.7M
Davidson Investment Advisors 0.30% Reduce -83.1% 28,047 $6.6M
Westwood Holdings Group Inc. 0.05% Reduce -0.6% 27,903 $6.6M
Peterson Wealth Advisors, LLC 1.09% Add +3.2% 27,789 $6.6M
Signal Advisors Wealth, LLC 0.51% Add +5.5% 27,636 $6.5M
Ramiah Investment Group 7.05% Add +12.9% 27,626 $6.5M
Family Wealth Partners, LLC 2.62% Reduce -4.8% 27,575 $6.5M
Gill Capital Partners, LLC 2.09% Add +2.5% 27,388 $6.5M
Rinkey Investments 1.95% Reduce -16.8% 27,344 $6.5M
Roundview Capital LLC 0.43% Add +0.9% 27,274 $6.5M
Fifth Third Securities, Inc. 0.48% Add +6.6% 27,213 $6.4M
Ruggaard & Associates LLC 2.58% Reduce -5.3% 27,078 $6.4M
SageView Advisory Group, LLC 0.24% Reduce -11.0% 25,956 $6.4M
May Hill Capital, LLC 2.09% Reduce -1.9% 26,762 $6.3M
Beacon Financial Planning, Inc. 3.53% Reduce -2.7% 26,658 $6.3M
Farther Finance Advisors, LLC 0.13% Add +10.7% 26,596 $6.3M
Arcadia Wealth Management, LLC 2.74% Add +11.1% 26,487 $6.3M
Family Investment Center, Inc. 1.40% Reduce -8.4% 26,161 $6.2M
Integrated Advisors Network LLC 0.28% Add +24.3% 26,119 $6.2M
Greenhouse Wealth Management, LLC 3.98% Add +9.6% 26,069 $6.2M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.67% Reduce -1.4% 25,670 $6.1M
Elm Partners Management LLC 0.35% Reduce -35.4% 25,656 $6.1M
Fishman Jay A Ltd. 0.58% Reduce -4.8% 25,609 $6.1M
Washington Trust Bank 0.51% Add +2.0% 25,582 $6.1M
Continuum Advisory, LLC 0.73% Add +2.5% 25,505 $6.0M
American Investment Services, Inc. 1.54% Add +10.0% 25,465 $6.0M
Accredited Investors Inc. 0.36% Add +82.7% 25,456 $6.0M
Brightwater Advisory LLC 4.30% Add +3.1% 25,203 $6.0M
Liberty Square Wealth Partners LLC 2.06% Reduce -4.1% 25,165 $6.0M
Manchester Capital Management LLC 0.78% Reduce -19.6% 25,001 $5.9M
Quaker Wealth Management, LLC 1.98% — 24,956 $5.9M
Fifth Third Wealth Advisors LLC 0.25% Reduce -39.7% 24,936 $5.9M
Rialto Wealth Management, LLC 1.65% Add +0.3% 24,918 $5.9M
Duncan Williams Asset Management, LLC 1.84% Reduce -0.1% 24,619 $5.8M
Sigma Planning Corp 0.18% Reduce -2.7% 24,570 $5.8M
Evercore Wealth Management, LLC 0.09% Reduce -0.2% 24,541 $5.8M
Farrell Financial LLC 3.90% Reduce -0.7% 24,503 $5.8M
First Bancorp, Inc 3.33% Add +24.2% 24,472 $5.8M
White Lighthouse Investment Management Inc. 0.94% Add +1.3% 24,469 $5.8M
First PREMIER Bank 1.40% Reduce -1.9% 24,402 $5.8M
One Capital Management, LLC 0.20% Add +6.1% 24,260 $5.7M
Cathy Pareto & Associates, Inc. 4.75% Reduce -2.7% 24,247 $5.7M
Cadent Capital Advisors, LLC 1.88% Add +0.9% 24,190 $5.7M
Prepared Retirement Institute LLC 3.37% Add +10.9% 24,125 $5.7M
BIP Wealth, LLC 0.35% Add +0.7% 24,016 $5.7M
RTD Financial Advisors, Inc. 0.73% Add +36.8% 23,923 $5.7M
Mackenzie Financial Corp. 0.01% Add +14.4% 23,812 $5.6M
Mesirow Financial Investment Management, Inc. 0.11% Reduce -4.7% 23,697 $5.6M
Signature Estate & Investment Advisors LLC 0.13% Reduce -11.2% 23,591 $5.6M
Snowden Capital Advisors LLC 0.17% Reduce -16.9% 23,488 $5.6M
Bison Wealth, LLC 0.44% Add +28.0% 23,422 $5.6M
Kingswood Wealth Advisors, LLC 0.44% Reduce -1.1% 23,447 $5.6M
Texas Yale Capital Corp. 0.18% Reduce -3.4% 23,442 $5.6M
Aurelius Family Office LLC 2.62% Reduce -2.8% 23,397 $5.5M
Abacus Planning Group, Inc. 0.82% Reduce -4.9% 23,291 $5.5M
Penney Financial, LLC 2.80% Reduce -17.7% 23,260 $5.5M
Grove Bank & Trust 0.69% Reduce -19.0% 23,254 $5.5M
West Bancorporation Inc. 3.47% Reduce -3.6% 23,198 $5.5M
Graypoint LLC 0.31% Add +46.1% 23,161 $5.5M
Nuveen, LLC 0.00% Reduce -63.1% 23,110 $5.5M
Mill Creek Capital Advisors, LLC 0.12% No change 22,954 $5.4M
Walkner Condon Financial Advisors LLC 1.00% Reduce -6.5% 22,864 $5.4M
Certified Advisory Corp 0.56% Add +4.0% 22,859 $5.4M
Savvy Advisors, Inc. 0.36% Reduce -1.4% 22,695 $5.4M
Benjamin Edwards Inc. 0.07% Reduce -50.7% 22,690 $5.4M
United Bank 0.64% Add +2.0% 22,656 $5.4M
Galvin, Gaustad & Stein, LLC 0.47% Add +1.7% 22,654 $5.4M
Mittelman Wealth Management 4.52% Add +44.6% 22,613 $5.4M
Meeder Advisory Services, Inc. 0.28% Add +1.4% 22,533 $5.3M
Essex Financial Services, Inc. 0.35% Reduce -6.4% 22,472 $5.3M
Asset Planning Corporation 2.83% Reduce -1.4% 22,428 $5.3M
Aspire Private Capital, LLC 1.24% Add +5.1% 22,427 $5.3M
CWA Asset Management Group, LLC 0.22% Add +1.1% 22,390 $5.3M
Headinvest, LLC 1.13% Reduce -12.9% 22,358 $5.3M
Commerce Bank 0.03% Add +1.3% 22,338 $5.3M
Aptus Capital Advisors, LLC 0.05% Add +2.6% 22,289 $5.3M
McKinley Carter Wealth Services, Inc. 0.29% Add +119.1% 22,256 $5.3M
Financial Insights, Inc. 1.92% Add +7.4% 22,218 $5.3M
Cypress Wealth Services, LLC 0.93% Add +1.3% 22,022 $5.2M
Atlantic Union Bankshares Corp 0.12% New 21,905 $5.2M
Jacobsen Capital Management 1.90% Add +19.3% 21,823 $5.2M
Cambridge Capital Management, LLC 2.77% Add +3.2% 21,788 $5.2M
Obsidian Cio, LLC 0.75% Add +1042.8% 21,748 $5.2M
Tidal Investments LLC 0.03% Reduce -32.4% 21,713 $5.1M
Baron Silver Stevens Financial Advisors, LLC 0.82% Add +5.8% 21,703 $5.1M
Fiduciary Wealth Partners, LLC 4.81% Reduce -60.2% 21,566 $5.1M
Keyvantage Wealth, LLC 2.28% Add +7.3% 21,473 $5.1M
Condor Capital Management 0.44% Add +1.1% 21,446 $5.1M
Johnson Financial Group, Inc. 0.23% Add +4023.1% 21,275 $5.1M
Pinnacle Financial Group, LLC / IL 1.69% Add +2.5% 21,341 $5.1M
Index Fund Advisors, Inc. 0.28% Reduce -0.2% 21,312 $5.1M
GFS Advisors, LLC 0.69% Add +0.7% 21,175 $5.0M
Stonebridge Capital Advisors LLC 0.38% Add +6.0% 21,165 $5.0M
Capital Advantage, Inc. 0.79% Reduce -28.8% 21,034 $5.0M
IFG Advisors, LLC 0.83% Add +3.6% 20,733 $4.9M
Newton One Investments LLC 1.54% Reduce -1.1% 20,711 $4.9M
Larson Financial Group LLC 0.20% Reduce -7.0% 20,707 $4.9M
Balanced Wealth Group LLC 2.13% Reduce -0.8% 20,285 $4.9M
Kera Capital Partners, Inc. 0.96% Add +163.6% 20,645 $4.9M
Franklin Resources Inc. 0.00% Reduce -27.2% 20,585 $4.9M
Sensible Financial Planning & Management, LLC. 0.93% Add +7.5% 20,573 $4.9M
Compass Ion Advisors, LLC 0.53% Reduce -24.1% 20,526 $4.9M
Frontier Asset Management, LLC 1.31% Reduce -46.7% 20,338 $4.8M
Quest Investment Management LLC 0.53% Reduce -18.6% 20,328 $4.8M
First Heartland Consultants, Inc. 0.43% Add +18.8% 20,327 $4.8M
S.A. Mason LLC 2.33% Add +0.1% 20,306 $4.8M
Freestone Capital Holdings, LLC 0.16% Reduce -5.1% 20,296 $4.8M
Signaturefd, LLC 0.08% Reduce -88.1% 20,288 $4.8M
JMG Financial Group, Ltd. 0.15% Add +9.5% 20,267 $4.8M
Horizon Family Wealth, Inc. 2.92% Reduce -0.0% 20,207 $4.8M
First Merchants Corp. 0.18% Reduce -16.6% 20,174 $4.8M
Causey Wealth LLC 2.45% Reduce -16.3% 20,096 $4.8M
Keystone Financial Group 0.43% Reduce -0.4% 20,028 $4.7M
Ausdal Financial Partners, Inc. 0.32% Reduce -3.9% 19,948 $4.7M
Bernardo Wealth Planning LLC 1.03% Add +1.1% 19,933 $4.7M
Wilson & Boucher Capital Management, LLC 3.28% Reduce -3.5% 19,872 $4.7M
Martel Wealth Advisors LLC 0.87% Add +0.9% 19,802 $4.7M
Consolidated Portfolio Review Corp 0.65% Reduce -0.6% 19,791 $4.7M
Salomon & Ludwin, LLC 0.46% Reduce -0.3% 19,373 $4.7M
Meridian Wealth Management, LLC 0.20% Add +2.7% 19,755 $4.7M
Gotham Asset Management 0.03% Add +87.7% 19,720 $4.7M
Ti-Trust, Inc. 3.13% Add +0.5% 19,675 $4.7M
Ariston Services Group 3.31% Add +46.9% 19,644 $4.7M
Stage Harbor Financial, LLC 3.77% Reduce -4.3% 19,577 $4.6M
REAP Financial Group, LLC 1.09% Add +26.3% 19,526 $4.6M
DAVENPORT & Co LLC 0.03% Reduce -0.3% 19,428 $4.6M
Plancorp, LLC 0.16% Reduce -45.9% 19,403 $4.6M
Pathway Financial Advisors LLC 0.67% Reduce -2.9% 19,396 $4.6M
WASHINGTON TRUST Co 0.16% Reduce -14.9% 19,330 $4.6M
Ritholtz Wealth Management 0.10% Add +116.4% 19,323 $4.6M
Better Money Decisions, LLC 2.77% Add +0.7% 19,257 $4.6M
American Alpha Advisors, LLC 3.67% Add +8.3% 19,216 $4.6M
Advisory Services Network, LLC 0.07% Reduce -3.4% 18,848 $4.6M
Harbour Investments, Inc. 0.12% Add +3.4% 19,200 $4.5M
Councilor Wealth, LLC 2.12% Add +6.7% 19,156 $4.5M
Gleason Group, Inc. 0.49% Reduce -0.6% 19,120 $4.5M
Wealth Alliance, LLC 0.51% Add +7.5% 19,113 $4.5M
RFG Advisory, LLC 0.11% Reduce -9.8% 19,072 $4.5M
FinDec Wealth Services, Inc. 4.69% Reduce -7.1% 18,937 $4.5M
Aegis Wealth Management LLC 2.69% No change 20,217 $4.5M
Cornerstone Wealth Management, LLC 0.27% Add +4.2% 18,848 $4.5M
McNaughton Wealth Management, LLC 1.99% Add +7.2% 18,847 $4.5M
Brand Asset Management Group, Inc. 1.65% Add +45.4% 18,647 $4.4M
Chris Bulman Inc 2.50% Add +9.9% 18,512 $4.4M
Claro Advisors Inc. 0.72% Reduce -7.6% 18,510 $4.4M
Capital Advisors Wealth Management, LLC 0.69% Add +894.9% 18,455 $4.4M
Roble, Belko & Company, Inc 0.64% Reduce -4.6% 18,416 $4.4M
National Bank of Canada 0.00% Reduce -41.1% 18,379 $4.4M
Financial Advocates Investment Management 0.36% Add +37.1% 18,361 $4.4M
First Financial Corp. 1.94% Add +3.8% 18,318 $4.3M
B. Riley Wealth Advisors, Inc. 0.21% Reduce -64.0% 18,306 $4.3M
Connable Office Inc. 0.42% Add +4.0% 18,085 $4.3M
Waldron Private Wealth LLC 0.19% Reduce -10.3% 17,969 $4.3M
BridgePort Financial Solutions, LLC 1.42% Add +7.3% 18,015 $4.3M
Calamos Wealth Management LLC 0.18% Add +1.1% 17,896 $4.2M
Lynch Asset Management, Inc. 1.49% Add +4.4% 17,835 $4.2M
Mather Group, Llc. 0.05% Add +1.8% 17,820 $4.2M
Capital Advisors Inc. 0.08% Add +383.2% 17,814 $4.2M
Thoroughbred Financial Services, LLC 0.29% Reduce -9.8% 17,781 $4.2M
Bay Harbor Wealth Management, LLC 1.22% Reduce -0.2% 17,709 $4.2M
Modern Wealth Management, LLC 0.10% Add +4.7% 17,767 $4.2M
RiverGlades Family Offices LLC 2.75% Add +1.3% 17,722 $4.2M
Washington Growth Strategies LLC 3.20% — 17,685 $4.2M
Magnus Financial Group LLC 0.37% Reduce -6.0% 17,675 $4.2M
GenTrust, LLC 0.20% Reduce -9.9% 17,606 $4.2M
Courier Capital LLC 0.25% Add +0.5% 17,626 $4.2M
Frazier Financial Advisors, LLC 2.94% Reduce -3.9% 17,598 $4.2M
GAMCO Investors 0.04% New 17,557 $4.2M
Ashton Thomas Private Wealth, LLC 0.15% Reduce -60.5% 17,492 $4.2M
One Day In July LLC 0.38% Add +23.3% 17,538 $4.2M
Parkside Financial Bank & Trust 0.45% Add +202.6% 17,453 $4.1M
Mokosak Advisory Group, LLC 1.16% Add +0.7% 17,334 $4.1M
Wilmington Savings Fund Society, FSB 0.07% Reduce -15.2% 17,201 $4.1M
Balentine LLC 0.16% No change 17,079 $4.0M
Mystic Asset Management, Inc. 0.98% Reduce -0.8% 17,058 $4.0M
MY Wealth Management Inc. 3.86% Reduce -0.4% 17,019 $4.0M
Allen Mooney & Barnes Investment Advisors LLC 0.66% Reduce -3.4% 16,906 $4.0M
Keybank National Association 0.01% Add +3.9% 16,903 $4.0M
Hartmann Taylor Wealth Management, LLC 3.33% Reduce -9.6% 16,892 $4.0M
Optas, LLC 0.76% Reduce -52.0% 16,809 $4.0M
Warner Financial, Inc. 1.64% Add +1.5% 16,808 $4.0M
Beam Wealth Advisors, Inc. 1.18% Reduce -5.9% 16,770 $4.0M
Nadler Financial Group, Inc. 0.40% Reduce -6.5% 16,676 $4.0M
Financial Freedom, LLC 2.12% Reduce -1.2% 16,587 $3.9M
Optimist Retirement Group LLC 1.87% Reduce -5.0% 16,503 $3.9M
SBI Securities Co., Ltd. 0.11% Add +0.2% 16,404 $3.9M
Mayport, LLC 0.93% Reduce -3.3% 16,318 $3.9M
Prime Capital Investment Advisors, LLC 0.05% Reduce -19.4% 16,308 $3.9M
Frank, Rimerman Advisors LLC 0.26% Add +11.8% 16,134 $3.8M
Valeo Financial Advisors, LLC 0.09% Add +3.4% 16,048 $3.8M
Alpine Bank Wealth Management 0.57% Reduce -22.4% 16,036 $3.8M
Sax Wealth Advisors, LLC 0.23% Reduce -14.4% 15,962 $3.8M
waypoint wealth counsel 1.86% Reduce -2.4% 15,822 $3.7M
CWS Financial Advisors, LLC 1.09% Add +0.7% 15,762 $3.7M
Grandview Asset Management LLC 1.19% Reduce -3.7% 15,743 $3.7M
Carr Financial Group Corp 1.10% Add +28.3% 15,742 $3.7M
Independent Financial Group, LLC 0.10% Reduce -5.8% 15,586 $3.7M
Sei Investments Co. 0.00% Add +34.5% 15,515 $3.7M
Belpointe Asset Management LLC 0.15% Add +63.4% 15,475 $3.7M
Fort Point Capital Partners LLC 0.37% Add +6.1% 15,423 $3.7M
Beacon Bridge Wealth Partners, LLC 1.45% Add +2.6% 15,386 $3.6M
Checchi Capital Advisers, LLC 0.25% Reduce -1.5% 15,340 $3.6M
Alpha Cubed Investments, LLC 0.14% Reduce -86.3% 15,260 $3.6M
Advisor OS, LLC 0.35% Add +12.0% 15,157 $3.6M
Sagace Wealth Management LLC 2.68% Reduce -33.5% 15,132 $3.6M
Evanson Asset Management, LLC 0.22% Add +72.8% 15,058 $3.6M
KFA Private Wealth Group, LLC 1.10% Reduce -0.2% 14,929 $3.5M
Stephens Consulting, LLC 0.84% Add +0.1% 14,879 $3.5M
Factor Wealth Management LTD 0.97% Add +2.7% 14,877 $3.5M
Summit Wealth Partners, LLC 0.67% Reduce -6.2% 14,827 $3.5M
Financial Advisory Partners, LLC 1.10% Add +2.5% 14,803 $3.5M
Mgo One Seven LLC 0.11% Add +10.8% 14,794 $3.5M
First Horizon Advisors, Inc. 0.09% Reduce -1.6% 14,787 $3.5M
PAX Financial Group, LLC 0.67% Reduce -2.0% 14,764 $3.5M
Farmers & Merchants Investments Inc. 0.10% Reduce -4.0% 14,753 $3.5M
Glass Jacobson Investment Advisors llc 1.34% Add +3.0% 14,730 $3.5M
LongView Wealth Management 1.05% Reduce -32.6% 14,687 $3.5M
Barrett & Company, Inc. 1.30% Add +16.9% 14,601 $3.5M
Kathleen S. Wright Associates Inc. 1.35% Reduce -0.3% 14,590 $3.5M
Valtinson Bruner Financial Planning LLC 1.08% Add +24.0% 14,567 $3.5M
Greenwich Wealth Management LLC 0.17% Reduce -0.2% 14,554 $3.4M
First Hawaiian Bank 0.47% Add +52.3% 14,551 $3.4M
Synovus Financial Corp. 0.04% Add +1.1% 14,479 $3.4M
Yoffe Investment Management, LLC 4.69% No change 14,459 $3.4M
Acorn Wealth Advisors, LLC 1.26% Add +7.9% 14,329 $3.4M
Rathbones Group PLC 0.01% No change 14,289 $3.4M
Petix & Botte Co 0.83% Reduce -1.8% 14,208 $3.4M
Pictet North America Advisors SA 0.34% Reduce -54.3% 14,172 $3.4M
Great Lakes Advisors, LLC 0.03% Reduce -11.1% 14,167 $3.4M
Ironwood Investment Counsel, LLC 0.52% Reduce -1.1% 14,163 $3.4M
Mycio Wealth Partners, LLC 0.77% Add +1.8% 14,118 $3.3M
Dakota Wealth Management 0.07% Reduce -0.7% 14,082 $3.3M
Refined Wealth Management 2.29% Add +2.6% 14,081 $3.3M
Blueprint Investment Partners LLC 0.59% New 13,979 $3.3M
Meridian Financial Advisors, LLC 2.14% Add +0.3% 13,967 $3.3M
Cordant, Inc. 1.60% Add +21.8% 13,950 $3.3M
Destiny Wealth Partners, LLC 0.44% Add +34.4% 13,893 $3.3M
TFB Advisors LLC 0.86% Add +12.3% 13,819 $3.3M
First United Bank & Trust 1.14% Reduce -13.7% 13,774 $3.3M
Taylor & Morgan Wealth Management, LLC 2.20% Reduce -1.5% 13,766 $3.3M
Minot DeBlois Advisors LLC 3.09% Reduce -1.5% 13,748 $3.3M
West Financial Advisors, LLC 0.57% Reduce -1.5% 13,722 $3.3M
Highland Capital Management, LLC 0.18% Reduce -0.1% 13,720 $3.3M
Tortoise Investment Management, LLC 0.31% Add +15.0% 13,706 $3.2M
Blueprint Financial Advisors LLC 1.04% New 13,687 $3.2M
Regal Investment Advisors LLC 0.24% Add +1.0% 13,615 $3.2M
PCA Investment Advisory Services Inc. 1.36% Reduce -0.7% 13,576 $3.2M
VestGen Investment Management 2.30% Reduce -7.8% 13,566 $3.2M
General Partner, Inc. 1.88% Add +22881.4% 13,559 $3.2M
IHT Wealth Management, LLC 0.09% Add +9.3% 13,559 $3.2M
jvl associates llc 1.15% Add +59.2% 13,531 $3.2M
Gradient Capital Advisors, LLC 0.94% Add +1.9% 13,497 $3.2M
Paragon Capital Management Inc. 2.44% Reduce -1.6% 13,483 $3.2M
Canvas Wealth Advisors, LLC 0.63% Add +0.6% 12,945 $3.2M
Vise Technologies, Inc. 0.13% — 13,351 $3.2M
Watts Gwilliam & Co., LLC 0.52% Reduce -6.4% 12,190 $3.2M
Heritage Trust Co 0.36% Add +0.1% 13,293 $3.2M
Astoria Strategic Wealth, Inc. 0.85% Add +93.6% 13,219 $3.1M
Orin Green Financial, LLC 1.32% Reduce -1.5% 13,203 $3.1M
Bragg Financial Advisors, Inc 0.11% Reduce -1.6% 13,033 $3.1M
Evermay Wealth Management LLC 0.38% Add +21.5% 12,945 $3.1M
Old North State Wealth Management, LLC 1.60% Reduce -4.8% 12,942 $3.1M
Narus Financial Partners, LLC 0.96% Reduce -24.2% 12,951 $3.1M
Sapient Capital LLC 0.05% Add +239.8% 12,897 $3.1M
Americana Partners, LLC 0.11% No change 12,878 $3.1M
Monument Group Wealth Advisors, LLC 1.92% Add +3.9% 12,847 $3.0M
Brighton Jones LLC 0.08% Add +5.6% 12,827 $3.0M
Geneos Wealth Management Inc. 0.07% Reduce -8.0% 12,750 $3.0M
Fidelis Capital Partners, LLC 0.27% Add +21.9% 12,502 $3.0M
Strategic Blueprint, LLC 0.15% Reduce -19.2% 12,698 $3.0M
Columbia River Financial Group, LLC 1.92% Add +8.5% 12,313 $3.0M
Objective Capital Management, LLC 3.33% Reduce -0.4% 12,511 $3.0M
Pinnacle Financial Partners Inc 0.06% Reduce -20.2% 12,510 $3.0M
SVB Wealth LLC 0.16% New 12,509 $3.0M
Phillips Financial Management, LLC 0.21% Reduce -0.8% 12,504 $3.0M
Edmond DE Rothschild Holding S.A. 0.05% No change 12,500 $3.0M
AE Wealth Management LLC 0.02% Add +13.0% 12,480 $3.0M
SOL Capital Management CO 0.29% Reduce -1.2% 12,478 $3.0M
N.E.W. Advisory Services LLC 0.29% Reduce -3.6% 12,473 $3.0M
Alesco Advisors, LLC, An ESL Co 0.08% Reduce -0.1% 12,456 $3.0M
Columbia Asset Management 0.58% Reduce -4.2% 12,436 $2.9M
Fortis Capital Advisors, LLC 0.53% Add +104.5% 12,434 $2.9M
Parsons Capital Management Inc. 0.18% Reduce -6.6% 12,422 $2.9M
Kingsview Wealth Management, LLC 0.05% Reduce -13.8% 12,382 $2.9M
Pension & Wealth Management Advisors, Inc. 0.98% No change 12,303 $2.9M
Private Client Services, LLC 1.13% Add +32.9% 12,292 $2.9M
Atlas Legacy Advisors, LLC 0.64% Add +114.0% 12,275 $2.9M
Diversified Trust Co. 0.06% Reduce -4.2% 12,259 $2.9M
Welch & Forbes LLC 0.04% Reduce -0.1% 12,230 $2.9M
Elser Financial Planning, Inc 3.61% Add +143.8% 12,198 $2.9M
Coordinated Financial Services, Inc. 2.03% — 12,174 $2.9M
Cove Private Wealth, LLC 1.03% Add +66.8% 12,162 $2.9M
Transcend Capital Advisors, LLC 0.22% Reduce -3.9% 12,141 $2.9M
Maripau Wealth Management LLC 1.45% Reduce -9.8% 12,049 $2.9M
Ameritas Investment Partners, Inc. 0.09% Add +7.3% 12,109 $2.9M
Orrstown Financial Services Inc. 0.60% Add +17.5% 12,089 $2.9M
Roth Financial Partners LLC 1.03% Reduce -11.3% 12,088 $2.9M
Gibson Wealth Advisors LLC 2.13% Reduce -1.1% 12,088 $2.9M
SigFig Wealth Management, LLC 0.09% Add +18.6% 12,059 $2.9M
Boyd Wealth Management, LLC 1.24% Add +16.8% 12,036 $2.9M
Investment Research & Advisory Group, Inc. 1.06% Reduce -0.6% 12,017 $2.8M
Elwood & Goetz Wealth Advisory Group, LLC 0.61% Add +23.9% 11,917 $2.8M
Marble Harbor Investment Counsel, LLC 0.31% No change 11,902 $2.8M
Kelleher Financial Advisors 0.98% Add +0.5% 11,891 $2.8M
Flagstar Securities, Inc. 0.78% Reduce -7.7% 11,825 $2.8M
Ascent Group, LLC 0.11% Reduce -60.6% 11,846 $2.8M
Brookwood Investment Group LLC 0.45% Reduce -6.2% 11,810 $2.8M
Founders Grove Wealth Partners, LLC 0.70% Add +37.3% 11,784 $2.8M
Hummer Financial Advisory Services Inc 2.10% Add +4.5% 11,737 $2.8M
Investment Advisory Group, LLC 0.84% Add +0.1% 11,705 $2.8M
New England Private Wealth Advisors LLC 0.40% Add +2.3% 11,234 $2.7M
Apriem Advisors 0.29% Add +83.1% 11,560 $2.7M
Octavia Wealth Advisors, LLC 0.31% Reduce -3.3% 11,522 $2.7M
Family Capital Management, Inc. 1.44% Add +3.1% 11,560 $2.7M
Rebalance, LLC 0.19% Reduce -4.6% 11,555 $2.7M
Creative Financial Designs Inc. 0.20% Add +5.7% 11,522 $2.7M
Smith, Moore & Co. 0.23% Add +4.3% 11,454 $2.7M
Scott & Selber, Inc. 0.76% No change 11,452 $2.7M
BOS Asset Management, LLC 0.87% Add +0.3% 11,429 $2.7M
Procyon Advisors, LLC 0.25% Reduce -1.6% 11,321 $2.7M
Northstar Financial Companies, Inc. 2.78% Reduce -0.8% 11,268 $2.7M
Performance Wealth Partners, LLC 0.09% Add +4.2% 11,254 $2.7M
Retirement Planning Group, LLC 0.11% Add +1.1% 11,248 $2.7M
Bridgewealth Advisory Group, LLC 0.67% Add +654.3% 11,178 $2.6M
SkyOak Wealth, LLC 0.53% Add +0.3% 11,154 $2.6M
Radnor Capital Management, LLC 0.42% Add +1.1% 11,127 $2.6M
Tritonpoint Wealth, LLC 0.24% Add +8.0% 11,072 $2.6M
Silver Oak Securities, Incorporated 0.22% Reduce -3.5% 11,042 $2.6M
Michelson Medical Research Foundation, Inc. 2.50% No change 11,010 $2.6M
SOA Wealth Advisors, LLC. 0.48% Reduce -10.1% 10,989 $2.6M
Parker Financial LLC 1.12% Reduce -7.0% 10,985 $2.6M
Moneco Advisors, LLC 0.24% Reduce -27.1% 10,856 $2.6M
Vontobel Holding Ltd. 0.01% Reduce -6.6% 10,851 $2.6M
Ridgewood Investments LLC 1.11% Add +12.9% 10,794 $2.6M
Klingman & Associates, LLC 0.14% Add +0.2% 10,685 $2.5M
Security Financial Services, INC. 0.45% Add +0.6% 10,677 $2.5M
Graves Light Lenhart Wealth, Inc. 0.30% No change 10,675 $2.5M
Topel & Distasi Wealth Management, LLC 1.32% Reduce -41.9% 10,666 $2.5M
Tanager Wealth Management LLP 0.30% Reduce -0.7% 10,574 $2.5M
Life Planning Partners, Inc 1.99% Reduce -3.7% 10,547 $2.5M
BTC Capital Management, Inc. 0.20% No change 10,526 $2.5M
Anderson Hoagland & Co. 0.24% Reduce -0.0% 10,514 $2.5M
Washington Trust Advisors, Inc. 0.20% Reduce -1.1% 10,489 $2.5M
Columbus Macro, LLC 0.30% Reduce -6.6% 10,471 $2.5M
Wells Financial Advisors INC 3.41% Reduce -7.8% 10,458 $2.5M
Viewpoint Capital Management LLC 1.22% Add +0.5% 10,453 $2.5M
Goelzer Investment Management, Inc. 0.14% No change 10,447 $2.5M
Stone Summit Wealth LLC 0.76% Add +9.5% 10,418 $2.5M
JFS Wealth Advisors, LLC 0.16% Add +2.0% 10,336 $2.4M
Strategic Family Wealth Counselors, L.L.C. 0.70% Reduce -7.7% 10,306 $2.4M
Manuka Financial, LLC 1.33% Add +0.1% 10,276 $2.4M
Encompass Wealth Advisors, LLC 0.89% Add +2.1% 10,272 $2.4M
Greenup Street Wealth Management LLC 0.42% Add +5.6% 10,259 $2.4M
Cranbrook Wealth Management, LLC 0.52% Reduce -4.0% 10,230 $2.4M
Hirtle & Co., LLC 0.10% Add +5.7% 10,069 $2.4M
Squire Investment Management Company, LLC 0.88% No change 10,048 $2.4M
Jane Street Group, LLC 0.00% New 10,039 $2.4M
Main Street Financial Solutions, LLC 0.17% Reduce -8.5% 10,010 $2.4M
Boston Research & Management Inc. 0.56% Reduce -1.9% 9,993 $2.4M
Wick Capital Partners, LLC 0.61% Add +38.1% 10,561 $2.4M
Debussy Capital Management LP 0.35% Add +3.8% 9,974 $2.4M
SWP Financial LLC 1.30% Reduce -0.9% 9,972 $2.4M
Baron Financial Group, LLC 1.38% Add +28.3% 9,918 $2.4M
TFC Financial Management, Inc. 0.32% Reduce -10.7% 9,895 $2.3M
Joseph P. Lucia & Associates, LLC 0.96% Reduce -13.3% 9,885 $2.3M
Scotia Capital Inc. 0.01% Reduce -4.3% 9,887 $2.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.32% Reduce -6.6% 9,859 $2.3M
Fiduciary Family Office, LLC 0.76% Reduce -28.1% 9,851 $2.3M
Red Crane Wealth Management, LLC 2.12% Add +33.5% 9,823 $2.3M
Oxford Financial Group, LTD. LLC 0.14% Add +13.8% 9,797 $2.3M
Moisand Fitzgerald Tamayo, LLC 0.29% Reduce -3.5% 9,778 $2.3M
Argonautica Private Wealth Management, Inc. 0.73% Reduce -0.2% 9,737 $2.3M
Modus Advisors, LLC 0.69% Reduce -1.1% 9,736 $2.3M
City State Bank 0.72% Reduce -1.9% 9,719 $2.3M
Zhang Financial LLC 0.11% Add +39.0% 9,717 $2.3M
Principle Wealth Partners LLC 0.14% Reduce -2.5% 9,694 $2.3M
Legacy Edge Advisors, LLC 0.30% Reduce -0.7% 9,635 $2.3M
Wealthspan Partners, LLC 0.95% Reduce -0.3% 9,628 $2.3M
Holos Integrated Wealth LLC 1.36% Reduce -12.2% 9,416 $2.3M
Intrinsic Value Partners, LLC 2.01% Add +17.9% 9,528 $2.3M
Forefront Analytics, LLC 2.52% Add +123.3% 9,503 $2.3M
Summit Wealth & Retirement Planning, Inc. 0.60% Add +228.4% 9,454 $2.2M
Envision Financial LLC 1.49% Add +11.7% 9,436 $2.2M
Marshall & Sullivan Inc. 1.07% Add +91.6% 9,411 $2.2M
MassMutual Private Wealth & Trust, FSB 0.06% Reduce -0.8% 9,410 $2.2M
CGN Advisors LLC 0.20% Add +6.6% 9,409 $2.2M
Strategies Wealth Advisors, LLC 0.24% Reduce -7.5% 9,377 $2.2M
Precision Wealth Strategies, LLC 0.72% Reduce -14.8% 9,302 $2.2M
Soltis Investment Advisors LLC 0.17% Add +7.9% 9,286 $2.2M
Fortitude Family Office, LLC 0.73% Add +45.1% 9,273 $2.2M
Westside Investment Management, Inc. 0.41% Reduce -6.5% 9,202 $2.2M
Argent Trust Co 0.08% Add +8.4% 9,203 $2.2M
Mitchell Sinkler & Starr 1.03% Add +6.3% 9,114 $2.2M
Farnam Financial LLC 1.94% Add +171.3% 9,097 $2.2M
Stock Yards Bank & Trust Co. 0.07% Add +4.6% 9,090 $2.2M
Conning Inc. 0.08% No change 9,084 $2.2M
WPG Advisers, LLC 1.81% Add +3.4% 9,079 $2.2M
Compass Planning Associates Inc 1.97% Add +2.6% 9,055 $2.1M
Semmax Financial Advisors Inc. 0.55% Add +0.6% 8,918 $2.1M
Market Street Wealth Management Advisors LLC 0.35% Add +0.2% 9,025 $2.1M
Root Financial Partners, LLC 0.21% Add +17.3% 9,013 $2.1M
Simmons Bank 0.15% Reduce -15.5% 8,949 $2.1M
SFG Wealth Management, LLC. 1.28% No change 8,948 $2.1M
Cornerstone Advisors Asset Management, LLC 0.41% Add +8.5% 8,921 $2.1M
Infinity Wealth Counsel, LLC 2.13% Add +1.0% 8,909 $2.1M
Dorsey & Whitney Trust CO LLC 0.11% Reduce -12.6% 8,894 $2.1M
Annis Gardner Whiting Capital Advisors, LLC 0.73% Add +1.1% 8,841 $2.1M
DecisionPoint Financial, LLC 0.53% Add +297.4% 8,738 $2.1M
Embree Financial Group 0.31% Reduce -3.5% 8,800 $2.1M
Citadel Advisors 0.00% Reduce -54.8% 8,791 $2.1M
Private Wealth Advisors, LLC 0.81% New 8,740 $2.1M
Elevated Capital Advisors, LLC 0.58% No change 9,336 $2.1M
Guardian Wealth Advisors, LLC / NC 0.15% Add +8.0% 8,725 $2.1M
Addison Capital Co 0.72% Add +20.1% 8,686 $2.1M
Focus Financial Network, Inc. 0.08% Add +10.2% 8,618 $2.0M
Cabot-Wellington, LLC 0.71% Reduce -45.0% 8,639 $2.0M
Revolve Wealth Partners, LLC 0.27% Reduce -4.7% 8,598 $2.0M
Smith Anglin Financial, LLC 0.18% Reduce -0.4% 8,538 $2.0M
Gladstone Institutional Advisory LLC 0.08% Add +19.2% 8,535 $2.0M
Hohimer Wealth Management, LLC 0.36% Add +1.4% 8,519 $2.0M
Mountain Hill Investment Partners Corp. 1.69% Add +11.1% 8,507 $2.0M
Cypress Point Wealth Management, LLC 0.49% New 8,500 $2.0M
Waters Parkerson & Co., LLC 0.10% Add +16.5% 8,459 $2.0M
Trust Co. of Vermont 0.09% Add +3.2% 8,421 $2.0M
Fulton Bank, N.A. 0.07% Add +2.1% 8,365 $2.0M
Onyx Bridge Wealth Group LLC 0.26% Reduce -2.4% 8,351 $2.0M
BCS Wealth Management 0.42% Reduce -2.7% 8,278 $2.0M
Pioneer Wealth Management Group 0.73% Add +51.0% 8,273 $2.0M
Eclectic Associates Inc. 0.43% Add +1.7% 8,271 $2.0M
Morton Brown Family Wealth, LLC 0.59% Reduce -0.3% 8,242 $2.0M
Schneider Downs Wealth Management Advisors, LP 0.29% Add +257.0% 8,232 $2.0M
Kennicott Capital Management LLC 1.11% Reduce -19.1% 8,227 $1.9M
MADDEN SECURITIES Corp 0.67% Add +6.4% 8,227 $1.9M
Brown Brothers Harriman & Co. 0.01% Add +21.1% 8,181 $1.9M
GC Wealth Management RIA, LLC 0.16% Add +3.7% 8,180 $1.9M
FDx Advisors, Inc. 0.59% Add +1.6% 8,158 $1.9M
Pine Valley Investments Ltd Liability Co 0.11% Add +0.1% 8,137 $1.9M
Camelot Portfolios, LLC 1.14% Reduce -9.3% 8,054 $1.9M
Beaird Harris Wealth Management, LLC 0.15% Reduce -1.9% 7,959 $1.9M
Cahill Financial Advisors Inc. 0.23% Reduce -3.0% 7,955 $1.9M
TPG Financial Advisors, LLC 0.75% Reduce -0.5% 7,948 $1.9M
Affinity Capital Advisors, LLC 0.32% Reduce -1.1% 7,943 $1.9M
AlphaStar Capital Management, LLC 0.13% New 7,942 $1.9M
Fairway Wealth LLC 0.60% Add +45.3% 7,931 $1.9M
MidAtlantic Capital Management, Inc. 1.33% Add +0.4% 7,927 $1.9M
Wedbush Securities Inc. 0.07% Reduce -13.0% 7,914 $1.9M
Peoples Financial Services Corp. 0.92% Reduce -24.8% 7,852 $1.9M
Dohj, LLC 0.54% Add +598.3% 8,820 $1.9M
Canal Capital Management, LLC 0.29% No change 7,822 $1.9M
Sfm, LLC 1.19% Reduce -7.0% 7,822 $1.9M
Hunter Associates Investment Management LLC 0.27% Add +3.0% 7,797 $1.8M
Traynor Capital Management, Inc. 0.13% Add +103.5% 7,686 $1.8M
Essex Bank 0.44% Add +1.7% 7,728 $1.8M
BlackRock, Inc. 0.00% Add +8.2% 7,677 $1.8M
MIdWestOne Financial Group, Inc. 0.24% Reduce -1.1% 7,671 $1.8M
Peak Asset Management, LLC 0.33% No change 7,649 $1.8M
Kirtland Hills Capital Management, LLC 0.83% Reduce -30.8% 7,641 $1.8M
Sowell Financial Services LLC 0.07% Reduce -0.3% 7,633 $1.8M
Duncker Streett & Co. Inc. 0.33% Reduce -3.1% 7,613 $1.8M
O'Connor Financial Group LLC 0.80% Reduce -84.5% 7,414 $1.8M
First Business Financial Services, Inc. 0.16% Add +48.1% 7,596 $1.8M
Rockbridge Investment Management, LCC 0.19% Add +21.3% 7,592 $1.8M
Maryland Capital Advisors Inc. 0.70% Reduce -3.4% 7,579 $1.8M
Sierra Capital LLC 0.21% No change 7,550 $1.8M
Tarbox Family Office, Inc. 0.27% Reduce -12.9% 7,519 $1.8M
Pennsylvania Capital Management Inc. 0.57% Add +554.0% 7,475 $1.8M
Howland Capital Management LLC 0.07% Reduce -2.5% 7,447 $1.8M
Cibc World Market Inc. 0.00% Add +2.7% 7,440 $1.8M
PFG Investments, LLC 0.10% Add +11.0% 7,437 $1.8M
Capital Investment Advisors, LLC 0.03% Reduce -7.7% 7,432 $1.8M
J Hagan Capital, Inc. 1.19% Reduce -31.7% 7,270 $1.8M
Collective Family Office LLC 0.45% Reduce -1.7% 7,405 $1.8M
Patriot Financial Group Insurance Agency, LLC 0.20% Add +3.8% 7,382 $1.7M
Mosaic Advisors LLC 2.57% Reduce -32.7% 7,382 $1.7M
Berger Financial Group, Inc 0.11% Reduce -0.2% 7,379 $1.7M
Arkadios Wealth Advisors 0.05% Add +17.0% 7,378 $1.7M
Capital Analysts, LLC 0.06% Add +1.1% 7,354 $1.7M
New England Asset Management Inc. 0.28% No change 7,340 $1.7M
SeaCrest Wealth Management, LLC 0.19% Add +6.4% 7,278 $1.7M
Perennial Investment Advisors, LLC 0.17% Reduce -15.4% 7,255 $1.7M
First National Bank of Omaha 0.11% Reduce -6.9% 7,223 $1.7M
Verus Capital Partners, LLC 0.15% Add +0.6% 7,220 $1.7M
Squarepoint Ops LLC 0.00% Reduce -69.0% 7,209 $1.7M
Retirement Planning Co of New England, Inc. 0.76% Reduce -2.5% 7,189 $1.7M
Dentgroup LLC 1.18% Reduce -1.7% 7,179 $1.7M
STAR Financial Bank 1.08% Reduce -7.2% 7,167 $1.7M
Gainplan LLC 0.77% Reduce -36.0% 7,147 $1.7M
BCS Private Wealth Management, Inc. 0.63% — 7,043 $1.7M
Neuberger Berman Group LLC 0.00% Reduce -29.0% 7,056 $1.7M
Dimension Capital Management LLC 0.26% Reduce -2.6% 7,045 $1.7M
Traveka Wealth, LLC 0.88% Reduce -27.0% 7,014 $1.7M
Revisor Wealth Management LLC 0.60% Add +6.5% 6,781 $1.7M
Tillman Hartley LLC 0.47% Add +0.3% 6,988 $1.7M
Wiser Advisor Group LLC 2.87% Reduce -13.0% 6,974 $1.7M
Advisors Capital Management, LLC 0.02% Add +32.1% 6,971 $1.7M
Sachem Hill LLC 0.34% Reduce -3.4% 6,946 $1.6M
AlTi Global, Inc. 0.04% Reduce -0.1% 6,921 $1.6M
Partners in Financial Planning 0.30% Reduce -0.5% 6,941 $1.6M
Level Financial Advisors 0.51% Add +40.8% 6,929 $1.6M
Opulen Financial Group LLC 1.35% Add +7.5% 6,927 $1.6M
Allegheny Financial Group 0.36% Add +16.4% 6,926 $1.6M
Blue Trust, Inc. 0.02% Add +16.5% 6,926 $1.6M
TCI Wealth Advisors, Inc. 0.11% Reduce -0.6% 6,884 $1.6M
21 West Wealth Management LLC 1.65% — 6,881 $1.6M
Clarity Capital Advisors, LLC 0.95% Add +22.8% 6,857 $1.6M
Anchor Investment Management, LLC 0.14% Reduce -2.9% 6,847 $1.6M
Highline Wealth Partners LLC 0.48% Reduce -1.8% 6,830 $1.6M
Summit Investment Advisory Services, LLC 0.70% Add +2.7% 6,807 $1.6M
Fearless Solutions, LLC dba Best Invest 1.13% Reduce -1.9% 6,795 $1.6M
Marquette Asset Management, LLC 0.27% Reduce -0.2% 6,775 $1.6M
Gray Private Wealth, LLC 0.86% Add +10.1% 6,768 $1.6M
Lowe Brockenbrough & Co. Inc. 0.09% Add +37.4% 6,768 $1.6M
Pacific Sun Financial Corp 0.84% Reduce -5.1% 6,759 $1.6M
Evoke Wealth, LLC 0.04% Add +26.1% 6,725 $1.6M
Aaron Wealth Advisors LLC 0.16% Add +1.6% 6,698 $1.6M
Canandaigua National Trust Co of Florida 1.13% Reduce -10.3% 6,696 $1.6M
Sagespring Wealth Partners, LLC 0.03% Reduce -26.6% 6,694 $1.6M
Investment Partners, LTD. 0.60% Reduce -0.5% 6,656 $1.6M
Williams Jones Wealth Management, LLC. 0.02% Reduce -2.2% 6,621 $1.6M
Tompkins Financial Corp. 0.14% Reduce -62.0% 6,589 $1.6M
Sunburst Financial Group, LLC 0.35% Reduce -0.1% 6,588 $1.6M
Topsail Wealth Management, LLC 0.28% No change 6,544 $1.6M
Bell Investment Advisors, Inc 0.27% Add +12.4% 6,555 $1.6M
Sightline Wealth Advisors, LLC 0.75% Add +0.4% 6,534 $1.5M
First Citizens Bank & Trust Co. 0.03% Reduce -31.8% 6,518 $1.5M
Flputnam Investment Management Co. 0.03% Reduce -52.3% 6,514 $1.5M
GK Wealth Management LLC 1.53% Add +15.0% 6,480 $1.5M
Planwiser Financial, LLC 1.31% Add +0.2% 6,232 $1.5M
Gryphon Financial Partners LLC 0.20% Add +6.9% 6,454 $1.5M
Global Wealth Management Investment Advisory, Inc. 0.29% Add +2.7% 6,416 $1.5M
Compass Financial Group, INC 0.25% Reduce -3.0% 6,386 $1.5M
Ofc Financial Planning, LLC 1.59% Add +1.7% 6,336 $1.5M
Seven Springs Wealth Group, LLC 0.38% No change 6,334 $1.5M
Keel Point, LLC 0.10% Add +8.2% 6,318 $1.5M
Jeppson Wealth Management, LLC 0.52% Add +8.3% 6,315 $1.5M
Patron Partners, LLC 0.74% Add +10.3% 6,314 $1.5M
Wellspring Financial Advisors, LLC 0.13% Reduce -0.0% 6,314 $1.5M
Romano Brothers and Company 0.18% Reduce -11.1% 6,306 $1.5M
Lee Financial Co 0.21% Reduce -2.2% 6,290 $1.5M
First American Bank 0.10% Reduce -7.2% 6,259 $1.5M
Paulson Wealth Management Inc. 0.38% Add +5.8% 6,245 $1.5M
Lanark Financial, Inc. 0.12% Reduce -0.0% 6,194 $1.5M
Chevy Chase Trust Holdings, LLC 0.00% Reduce -0.4% 6,176 $1.5M
Hall Capital Management Co. Inc. 0.62% Add +0.9% 6,175 $1.5M
Mosaic Family Wealth Partners, LLC 0.19% Add +25.3% 6,175 $1.5M
Trivium Point Advisory, LLC 0.16% Reduce -56.6% 6,170 $1.5M
USAdvisors Wealth Management, LLC 0.54% Add +0.7% 6,153 $1.5M
Santori & Peters, Inc. 0.53% Reduce -0.1% 6,154 $1.5M
Muirfield Wealth Advisors LLC 1.15% Reduce -2.8% 6,119 $1.5M
Beaumont Financial Advisors, LLC 0.10% Add +103.6% 6,102 $1.4M
Wisconsin Wealth Advisors, LLC 1.66% Add +4.3% 6,099 $1.4M
New Covenant Trust Company, N.A. 1.29% Reduce -5.7% 6,074 $1.4M
Westover Capital Advisors, LLC 0.29% Reduce -0.4% 6,054 $1.4M
Discipline Wealth Solutions, LLC 0.55% Add +69.3% 6,040 $1.4M
Madden Advisory Services, Inc. 0.61% Add +2.0% 6,028 $1.4M
Ironwood Financial, llc 0.31% No change 6,441 $1.4M
Custos Family Office, LLC 0.46% Reduce -10.5% 6,023 $1.4M
S&T Bank 0.43% No change 5,999 $1.4M
Berkeley Capital Partners, LLC 0.36% Reduce -0.6% 5,990 $1.4M
Tranquility Partners, LLC 0.51% Add +5.0% 5,987 $1.4M
Dogwood Wealth Management LLC 0.69% Reduce -1.1% 5,864 $1.4M
Retirement Guys Formula LLC 0.54% Reduce -1.2% 6,153 $1.4M
Clear Creek Financial Management, LLC 0.13% Reduce -4.7% 5,962 $1.4M
Grange Capital, LLC 1.47% Reduce -56.1% 5,951 $1.4M
Schrum Private Wealth Management LLC 1.13% Add +0.7% 5,938 $1.4M
Kendall Capital Management 0.37% Reduce -2.4% 5,910 $1.4M
Secure Asset Management, LLC 0.26% Add +109.5% 5,897 $1.4M
Cascade Financial Partners, LLC 0.17% Add +3.4% 5,894 $1.4M
GW&K Investment Management, LLC 0.01% Reduce -28.2% 5,860 $1.4M
Rockwood Wealth Management, LLC 0.12% Reduce -2.4% 5,840 $1.4M
BBR Partners, LLC 0.09% Add +114.7% 5,819 $1.4M
Greenleaf Trust 0.01% Reduce -2.9% 5,815 $1.4M
Motley Fool Wealth Management, LLC 0.08% Reduce -10.4% 5,809 $1.4M
Harbor Group, Inc. 0.24% Reduce -2.3% 5,791 $1.4M
Trinity Financial Advisors LLC 0.42% Reduce -13.4% 5,769 $1.4M
Cornerstone Wealth Group, LLC 0.10% Reduce -1.6% 5,784 $1.4M
Compass Capital Corp. /Ma/ 0.65% Reduce -18.5% 5,847 $1.4M
Clifford Swan Investment Counsel LLC 0.05% Add +0.3% 5,774 $1.4M
Cornerstone Wealth Advisors, Inc. 0.35% Add +3.2% 5,769 $1.4M
KCM Investment Advisors LLC 0.05% Add +14.2% 5,767 $1.4M
Lam Group, Inc. 0.90% No change 5,705 $1.4M
Founders Financial Alliance, LLC 0.31% Reduce -2.9% 5,692 $1.3M
2UniFi Bank 0.76% Add +48.6% 5,680 $1.3M
NorthCrest Asset Manangement, LLC 0.04% No change 5,508 $1.3M
KMG Fiduciary Partners, LLC 0.10% No change 5,650 $1.3M
C M Bidwell & Associates Ltd. 0.69% Add +6.3% 5,645 $1.3M
Cherrydale Wealth Management, LLC 0.46% Add +14.1% 5,620 $1.3M
DBK Financial Counsel, LLC 1.20% Reduce -1.9% 5,597 $1.3M
Federation des caisses Desjardins du Quebec 0.01% Reduce -26.5% 5,592 $1.3M
CHB Investment Group, LLC 0.67% Reduce -2.6% 5,584 $1.3M
Carnegie Investment Counsel 0.03% Add +6.2% 5,569 $1.3M
Spire Wealth Management 0.05% Reduce -49.1% 5,559 $1.3M
XML Financial, LLC 0.11% Add +14.2% 5,558 $1.3M
Hilltop Holdings Inc. 0.08% Add +16.0% 5,524 $1.3M
Brio Consultants, LLC 0.19% Reduce -53.1% 5,503 $1.3M
Amara Financial, Llc. 1.15% Add +141.3% 5,502 $1.3M
Independence Bank of Kentucky 0.18% Reduce -3.4% 5,499 $1.3M
Carl P. Sherr & Co., LLC 0.66% Reduce -21.3% 5,496 $1.3M
Western Wealth Management, LLC 0.08% Add +6.7% 5,485 $1.3M
Defined Wealth Management, LLC 0.80% Add +1.0% 5,454 $1.3M
Cidel Asset Management Inc. 0.08% Add +1.3% 5,432 $1.3M
Townsquare Capital LLC 0.13% Reduce -94.2% 5,428 $1.3M
Bearing Point Capital, LLC 0.24% Add +63.5% 5,414 $1.3M
Grove Street Fiduciary, LLC 0.62% Reduce -3.6% 5,409 $1.3M
World Equity Group, Inc. 0.35% Add +29.9% 5,389 $1.3M
Strategic Investment Solutions, Inc. 0.39% Add +28.6% 5,386 $1.3M
SC&H Financial Advisors, Inc. 0.22% No change 5,383 $1.3M
King Wealth Management Group 0.17% Reduce -0.4% 5,381 $1.3M
D'Orazio & Associates, Inc. 0.18% Reduce -50.2% 5,371 $1.3M
Global Strategic Investment Solutions, LLC 0.14% Reduce -1.4% 5,368 $1.3M
Lodestar Private Asset Management LLC 0.15% Add +27.8% 5,363 $1.3M
Strategic Financial Concepts, LLC 0.18% Reduce -46.9% 5,358 $1.3M
LifePlan Investment Advisors, Inc. 0.63% Add +30.2% 5,357 $1.3M
Freedom Financial Partners LLC 0.53% Reduce -0.5% 5,351 $1.3M
Gibson Capital, LLC 0.25% Reduce -8.1% 5,338 $1.3M
Advocate Group LLC 0.22% Add +4.3% 5,309 $1.3M
Silverlake Wealth Management LLC 0.37% Add +1.4% 5,294 $1.3M
Upper Left Wealth Management, LLC 0.84% Reduce -10.6% 5,282 $1.3M
Quadrant Capital Group LLC 0.04% Reduce -2.2% 5,272 $1.2M
O'ROURKE & COMPANY, Inc 0.58% Reduce -2.6% 5,269 $1.2M
Fund Evaluation Group, LLC 0.05% New 5,264 $1.2M
Bond & Devick Financial Network, Inc. 0.41% Add +2.3% 5,261 $1.2M
Fairview Capital Investment Management, LLC 0.06% Add +1.3% 5,229 $1.2M
Twin Peaks Wealth Advisors, LLC 0.40% Add +0.3% 5,053 $1.2M
FIDELIS iM, LLC 0.55% No change 5,200 $1.2M
Proficio Capital Partners LLC 0.08% Reduce -7.8% 5,198 $1.2M
Oak Wealth Advisors LLC 0.79% Reduce -3.3% 5,194 $1.2M
Uptick Partners, LLC 0.35% Add +11.3% 5,189 $1.2M
Laird Norton Wetherby Wealth Management, LLC 0.05% — 5,186 $1.2M
TFG Advisers LLC 0.42% Reduce -4.3% 5,178 $1.2M
Liberty Wealth Management LLC 0.19% Reduce -43.9% 5,174 $1.2M
Everhart Financial Group, Inc. 0.14% Add +1.7% 5,155 $1.2M
Fiera Capital Corp 0.00% Reduce -50.9% 5,152 $1.2M
MorganRosel Wealth Management, LLC 0.33% Add +12.4% 5,146 $1.2M
MA Private Wealth 0.22% Reduce -37.9% 5,135 $1.2M
Arrowroot Family Office, LLC 0.55% — 5,135 $1.2M
180 Wealth Advisors, LLC 0.17% Add +8.4% 5,124 $1.2M
Marshall Financial Group, LLC 0.24% Reduce -10.4% 5,041 $1.2M
Brighton Securities Corp. 0.66% New 5,109 $1.2M
Capital City Trust Co. 0.31% Add +4.7% 5,105 $1.2M
CPA Asset Management Group, LLC 0.51% No change 5,094 $1.2M
Tme Financial, Inc. 0.97% Add +5.0% 5,069 $1.2M
Wells Trecaso Financial Group, LLC 0.37% Add +17.6% 5,036 $1.2M
Capstone Wealth Management Group LLC 0.87% Reduce -6.5% 5,026 $1.2M
SwitchPoint Financial Planning, LLC 0.97% No change 5,006 $1.2M
Freedom Investment Management, Inc. 0.09% Add +4.0% 5,002 $1.2M
Richardson Financial Services Inc. 0.80% Add +67.7% 4,965 $1.2M
Stillwater Capital Advisors, LLC 0.15% Add +0.3% 4,996 $1.2M
Strategic Financial Partners, Ltd. 0.55% Add +0.3% 4,993 $1.2M
Russell Investments Group, Ltd. 0.00% Add +8.5% 4,983 $1.2M
National Philanthropic Trust 0.02% Reduce -2.8% 4,953 $1.2M
Nations Financial Group Inc, /Ia/ 0.08% Reduce -4.7% 4,943 $1.2M
Luminist Capital LLC 1.16% Add +18.2% 4,875 $1.2M
Private Trust Co. NA 0.11% Add +11.8% 4,911 $1.2M
Nabity-Jensen Investment Management Inc 0.86% Reduce -1.2% 4,902 $1.2M
Moneywise, Inc. 0.54% Reduce -62.5% 4,899 $1.2M
Capstone Wealth Management Group, LLC 1.11% Reduce -9.2% 4,897 $1.2M
Meridian Wealth Partners, LLC 0.17% Reduce -4.3% 4,858 $1.2M
Forte Capital LLC 0.12% Reduce -10.3% 4,852 $1.1M
Delta Financial Advisors LLC 0.40% Reduce -0.8% 4,829 $1.1M
Medallion Wealth Advisors, LLC 0.44% Reduce -0.6% 4,800 $1.1M
Hiley Hunt Wealth Management 0.58% Add +0.2% 4,747 $1.1M
Coastline Trust Co 0.13% Reduce -13.6% 4,805 $1.1M
Vicus Capital 0.09% Reduce -3.9% 4,795 $1.1M
Mustard Seed Financial, LLC 0.82% Add +11.0% 4,789 $1.1M
Dagco, Inc. 0.32% No change 4,787 $1.1M
Deutsche Bank AG 0.00% Reduce -14.0% 4,772 $1.1M
Beacon Financial Group 0.12% Reduce -8.9% 4,766 $1.1M
Flagship Wealth Advisors, LLC 0.43% Reduce -6.0% 4,762 $1.1M
DMKC Advisory Services, LLC 0.59% Add +22.3% 4,630 $1.1M
Maia Wealth LLC 0.21% Reduce -3.3% 4,759 $1.1M
Park National Corp. 0.04% Reduce -3.6% 4,730 $1.1M
Cooper Financial Group 0.13% Reduce -2.1% 4,699 $1.1M
Plante Moran Financial Advisors, LLC 0.08% Add +52.0% 4,678 $1.1M
Probity Advisors, Inc. 0.19% Reduce -0.1% 4,668 $1.1M
Inspirion Wealth Advisors, LLC 0.15% Add +113.7% 4,664 $1.1M
Jag Capital Management, LLC 0.12% No change 4,627 $1.1M
Vista Investment Management 0.41% Reduce -0.8% 4,622 $1.1M
Oxbow Advisors, LLC 0.12% Add +2.7% 4,606 $1.1M
BSW Wealth Partners 0.15% Reduce -16.7% 4,597 $1.1M
Blue Bell Private Wealth Management, LLC 0.18% No change 4,574 $1.1M
Meridian Investment Counsel Inc. 0.29% Reduce -0.3% 4,569 $1.1M
Pines Wealth Management, LLC 0.38% Add +6.0% 4,434 $1.1M
Choate Investment Advisors 0.02% No change 4,547 $1.1M
Valley Forge Investment Consultants Inc. Adv 0.34% Add +17.7% 4,527 $1.1M
Pecaut & Co. 0.35% Add +90.5% 4,506 $1.1M
Sunbeam Capital Management, LLC 0.81% No change 4,472 $1.1M
Ranch Capital Advisors Inc. 0.46% Add +2.1% 4,457 $1.1M
Consultiva Wealth Management, Corp. 3.26% No change 4,459 $1.1M
Lord & Richards Wealth Management, LLC 1.10% Add +17.9% 4,432 $1.1M
Somerset Group LLC 0.89% Reduce -1.0% 4,422 $1.0M
Foundations Investment Advisors, LLC 0.02% Reduce -17.9% 4,413 $1.0M
Financial Advisors Network, Inc. 0.16% Add +8.2% 4,408 $1.0M
Colonial Trust Co / SC 0.15% Add +13.9% 4,389 $1.0M
Sachetta, LLC 0.41% Add +0.3% 4,348 $1.0M
Asset Allocation & Management Company, LLC 0.48% Reduce -18.2% 4,345 $1.0M
LexAurum Advisors, LLC 0.16% Reduce -13.1% 4,314 $1.0M
Bridgewater Advisors Inc. 0.08% Reduce -3.1% 4,167 $1.0M
Bank of Marin 0.77% New 4,300 $1.0M
Caitlin John, LLC 0.92% Reduce -3.7% 4,282 $1.0M
Laurel Wealth Planning LLC 0.57% Reduce -1.2% 4,257 $1.0M
Millington Financial Advisors, LLC 0.51% Reduce -22.1% 4,062 $1.0M
Biltmore Family Office, LLC 0.17% No change 4,226 $1.0M
Armbruster Capital Management, Inc. 0.18% Add +15.2% 4,239 $1.0M
Cardiff Park Advisors, LLC 0.09% No change 4,220 $1.0M
Verus Financial Partners, Inc. 0.10% Reduce -1.4% 4,098 $998K
Security National Bank of So Dak 0.54% No change 4,200 $995K
Diversified Portfolios, Inc. 0.09% Reduce -11.2% 4,191 $993K
Beese Fulmer Investment Management, Inc. 0.07% Add +55.6% 4,179 $990K
Graney & King, LLC 0.66% Add +42.1% 4,178 $990K
McCarter Private Wealth Services LLC 0.56% Add +102.3% 4,158 $985K
Willow Creek Wealth Management Inc. 0.09% Add +41.6% 4,149 $983K
TABR Capital Management, LLC 0.84% Add +5.3% 4,145 $982K
HUB Investment Partners, LLC 0.03% Add +19.4% 4,130 $979K
Cohen Investment Advisors LLC 0.51% Add +4.9% 4,125 $978K
1ST Source Bank 0.05% Reduce -0.1% 4,112 $974K
Disciplined Investments, LLC 0.41% Reduce -0.8% 4,100 $972K
Riverview Trust Co 1.21% No change 4,097 $971K
Nicolet Bankshares Inc. 0.17% Add +9.4% 4,055 $961K
Landmark Wealth Management, LLC 0.41% Add +5.8% 4,051 $960K
Kuhn & Co Investment Counsel 0.72% Add +9.4% 4,043 $958K
Charter Oak Capital Management, LLC 0.08% Add +9.2% 4,033 $956K
M3 Advisory Group, LLC 0.66% Add +4.7% 4,020 $953K
Essex LLC 0.19% Add +239.0% 4,017 $952K
Hibernia Wealth Partners, LLC 0.35% Add +105.7% 4,015 $951K
Quadrant Private Wealth Management, LLC 0.20% Add +75.9% 4,001 $951K
River Wealth Advisors LLC 0.12% Add +0.9% 4,013 $951K
Lee Danner & Bass Inc. 0.07% Reduce -0.6% 4,006 $949K
Naples Global Advisors, LLC 0.08% Reduce -3.0% 3,989 $948K
High Net Worth Advisory Group LLC 0.25% Reduce -33.5% 3,987 $945K
McLean Asset Management Corp 0.25% Add +0.2% 3,906 $944K
Operose Advisors LLC 0.27% Reduce -26.0% 3,967 $940K
Acas, LLC 0.63% Reduce -1.1% 3,755 $939K
Willis Johnson & Associates, Inc. 0.06% Add +34.2% 3,957 $938K
Rosenblum Silverman Sutton S F Inc. 0.23% No change 3,948 $936K
Investment Counsel Co. of Nevada 1.92% No change 3,948 $936K
Heck Capital Advisors, LLC 0.08% Add +236.8% 3,940 $935K
Amplius Wealth Advisors, LLC 0.09% Add +33.6% 3,944 $935K
Claris Financial LLC 0.70% Reduce -11.9% 3,943 $934K
Fort Washington Investment Advisors Inc. 0.01% Add +3.1% 3,936 $933K
Bedel Financial Consulting, Inc. 0.13% Reduce -16.0% 3,933 $932K
Droms Strauss Advisors Inc. /Mo/ 0.28% Reduce -3.9% 3,921 $929K
Independent Advisor Alliance 0.03% Add +129.4% 3,919 $929K
Exchange Traded Concepts, LLC 0.01% Reduce -89.8% 3,906 $926K
Conservest Capital Advisors, Inc. 0.09% Reduce -1.7% 3,898 $924K
North Star Investment Management Corp. 0.06% Add +6.9% 3,883 $920K
Guyasuta Investment Advisors Inc. 0.06% Add +14.2% 3,871 $917K
Outbound Financial Inc 0.84% — 3,869 $917K
Libra Wealth LLC 0.30% Add +4.2% 3,844 $911K
Geometric Wealth Advisors 0.14% Add +0.7% 3,837 $909K
Sovran Advisors, LLC 0.10% Add +38.7% 3,757 $908K
Heritage Wealth Management, Inc. 0.29% Reduce -19.9% 3,816 $904K
WealthShield Partners, LLC 0.11% Reduce -10.7% 3,802 $901K
Horizon Bancorp Inc. 0.45% New 3,800 $901K
Summit Wealth Group LLC / Co. 0.23% — 3,789 $901K
Bordeaux Wealth Advisors LLC 0.12% Reduce -2.1% 3,799 $900K
Regatta Capital Group, LLC 0.15% Reduce -28.6% 3,797 $900K
L.K. Benson & Company, P.C. 0.55% Reduce -0.6% 3,784 $897K
NorthStar Asset Management LLC 0.47% Add +8.6% 3,780 $896K
Generation Capital Management LLC 0.71% New 3,776 $895K
Asset Dedication, LLC 0.06% Add +14.0% 3,742 $887K
Meritage Portfolio Management 0.06% Add +4.2% 3,741 $887K
FC Advisory LLC 0.27% Reduce -0.9% 3,740 $886K
Twin Focus Capital Partners, LLC 0.12% Add +12.1% 3,721 $882K
JT Stratford LLC 0.13% Add +36.1% 3,717 $881K
Waterford Advisors, LLC 0.32% Add +10388.4% 382,721 $879K
American Money Management, LLC 0.15% Reduce -0.2% 3,695 $876K
Fiduciary Alliance LLC 0.07% Reduce -5.2% 3,694 $875K
Valpey Financial Services, LLC 0.60% — 3,690 $874K
Catalyst Financial Partners LLC 0.10% Add +48.8% 3,689 $874K
Cannon Wealth Management Services, LLC 0.71% Add +1.2% 3,687 $874K
Passive Capital Management, LLC. 0.27% No change 3,640 $872K
Pinnacle Wealth Planning Services, Inc. 0.11% Add +1.5% 3,670 $870K
Post Resch Tallon Group Inc. 0.84% Add +5.0% 3,660 $867K
Confluence Wealth Services, Inc. 0.05% Add +0.8% 3,660 $867K
Clark Wealth Partners 0.58% No change 3,648 $864K
Tactive Advisors, LLC 0.28% — 3,641 $863K
Southland Equity Partners LLC 0.19% Add +0.9% 3,637 $862K
Kovack Advisors, Inc. 0.08% Add +3.5% 3,619 $858K
Winthrop Capital Management, LLC 0.22% No change 3,616 $857K
Vantage Financial Partners, LLC 0.20% Reduce -2.6% 3,604 $854K
FreeGulliver LLC 0.39% Add +0.0% 3,599 $853K
First National Trust Co 0.03% Add +1.0% 3,589 $851K
Ewa, LLC 0.27% Add +15.7% 3,570 $846K
FineMark National Bank & Trust 0.03% Reduce -48.1% 3,564 $845K
Mayflower Financial Advisors, LLC 0.12% Add +0.2% 3,551 $842K
V2 Financial group LLC 0.51% Reduce -1.6% 3,548 $841K
Cobblestone Capital Advisors LLC 0.04% Add +4.6% 3,534 $837K
Founders Financial Securities LLC 0.06% Add +2.2% 3,530 $837K
Sound Financial Strategies Group, LLC 0.71% Reduce -0.4% 3,522 $835K
Astra Wealth Partners LLC 0.67% Add +13.6% 3,515 $833K
Eagle Bluffs Wealth Management LLC 0.40% Reduce -4.8% 3,502 $833K
DiNuzzo Private Wealth, Inc. 0.10% No change 3,864 $826K
Lincoln Capital LLC 0.16% Add +6.9% 3,485 $826K
North Capital, Inc. 0.71% No change 3,473 $823K
Ashton Thomas Securities, LLC 0.20% Add +2.7% 3,466 $821K
Integrity Wealth Solutions LLC 0.40% Add +110.1% 3,456 $819K
Golden State Wealth Management, LLC 0.10% Add +6.5% 3,446 $817K
Hughes Financial Services, LLC 0.14% Reduce -55.9% 3,388 $816K
Exchange Capital Management, Inc. 0.12% No change 3,436 $814K
MJP Associates Inc. 0.12% Add +26.7% 3,433 $814K
Innovative Wealth Building LLC 0.67% Reduce -16.3% 3,433 $813K
Optimum Investment Advisors 0.35% No change 3,430 $813K
Rodgers & Associates, LTD 0.09% No change 3,426 $812K
Birchcreek Wealth Management, LLC 0.46% Add +4.3% 3,424 $811K
Wingate Wealth Advisors, Inc. 0.72% Add +42.9% 3,418 $810K
Segment Wealth Management, LLC 0.05% No change 3,413 $809K
Quadcap Wealth Management, LLC 0.10% Add +2.0% 3,401 $806K
Sterling Wealth Advisors Inc 0.57% No change 3,316 $803K
Hill Island Financial LLC 0.22% Reduce -8.5% 3,365 $797K
Bath Savings Trust Co 0.08% Reduce -7.3% 3,364 $797K
Verdence Capital Advisors LLC 0.05% Add +35.8% 3,359 $796K
Trust Point Inc. 0.07% Reduce -3.5% 3,354 $795K
Franklin, Parlapiano, Turner & Welch, LLC 0.21% No change 3,345 $793K
Apexium Financial, LP 0.04% Reduce -1.9% 3,340 $793K
Shayne & Jacobs, LLC 0.26% Add +0.6% 3,340 $792K
Marks Group Wealth Management, Inc 0.07% Reduce -2.4% 3,322 $787K
Arista Wealth Management, LLC 0.11% No change 3,316 $786K
Becker Capital Management Inc. 0.02% Reduce -0.5% 3,296 $784K
Maseco LLP 0.03% — 3,294 $781K
Matrix Private Capital Group LLC 0.46% Add +0.9% 3,273 $778K
Waterloo Capital, L.P. 0.06% No change 3,262 $773K
Midland Wealth Advisors, LLC 0.04% Reduce -2.3% 3,255 $771K
BXM Wealth LLC 0.91% Reduce -56.0% 3,173 $770K
ARK & TLK Investments, LLC 0.25% Add +0.0% 3,248 $770K
Capital Squared Financial LLC 0.90% — 3,244 $769K
Bangor Savings Bank 0.07% Reduce -4.3% 3,238 $767K
J2 Capital Management Inc 0.61% Add +0.6% 3,216 $762K
Moss Adams Wealth Advisors LLC 0.07% Reduce -4.2% 3,205 $762K
GAMMA Investing LLC 0.05% Add +4.8% 3,215 $762K
Silver Oak Advisory Group, Inc. 0.37% No change 3,211 $760K
Investor's Fiduciary Advisor Network, LLC 0.28% Reduce -13.0% 3,209 $760K
Zions Bancorporation, National Association 0.04% No change 3,195 $757K
Abacus Wealth Partners, LLC 0.11% New 3,172 $752K
PGIM Custom Harvest LLC 0.02% Reduce -7.6% 3,146 $746K
LRI Investments, LLC 0.06% No change 3,143 $745K
Truvestments Capital LLC 0.15% No change 3,136 $743K
Planning Directions Inc. 0.42% Reduce -3.8% 3,117 $739K
Farmers National Bank 0.19% Reduce -0.0% 3,107 $736K
Madison Asset Management, LLC 0.01% No change 3,106 $736K
Family CFO Inc 0.37% Add +4.0% 3,094 $733K
Harbor Investment Advisory, LLC 0.07% Reduce -30.2% 3,094 $733K
Prosperity Consulting Group, LLC 0.05% Reduce -70.8% 3,093 $733K
Bryn Mawr Trust Advisors, LLC 0.04% Reduce -4.1% 3,092 $733K
IFG Advisory, LLC 0.04% Add +0.7% 3,091 $732K
Pacific Point Advisors, LLC 0.40% Reduce -1.0% 3,089 $732K
GEM Asset Management, LLC 0.37% Add +34.6% 3,039 $731K
Trevian Wealth Management LLC 0.45% No change 3,083 $731K
Bank of New Hampshire 0.18% Reduce -12.5% 3,082 $730K
Caliber Wealth Management, LLC / KS 0.08% Reduce -28.9% 3,076 $729K
Integrity Alliance, Llc. 0.04% Reduce -12.3% 3,062 $726K
Glassman Wealth Services 0.11% No change 3,046 $722K
Evernest Financial Advisors, LLC 0.23% Add +1.2% 3,044 $721K
Northstar Group, Inc. 0.12% Reduce -0.8% 3,020 $716K
Marathon Strategic Advisors, LLC 0.66% No change 2,992 $709K
Fairscale Capital, LLC 0.51% Add +0.3% 2,930 $708K
Simplicity Wealth,LLC 0.03% Reduce -50.9% 2,962 $702K
Elevatus Welath Management 0.23% Add +136.4% 2,955 $700K
Westmount Partners, LLC 0.19% Add +2.0% 2,949 $699K
Pettyjohn, Wood & White, Inc. 0.12% Reduce -2.0% 2,945 $698K
Cannell & Spears LLC 0.01% Add +4.5% 2,937 $696K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% Reduce -97.3% 2,928 $694K
My Personal CFO, LLC 0.31% Reduce -1.3% 2,897 $687K
Linscomb Wealth, Inc. 0.03% Reduce -2.4% 2,895 $686K
Elyxium Wealth, LLC 0.26% Reduce -27.5% 2,871 $680K
Sterling Capital Management LLC 0.01% New 2,860 $678K
Mascagni Wealth Management, Inc. 0.58% Add +0.5% 2,859 $677K
McCollum Christoferson Group LLC 0.20% No change 2,843 $674K
Human Investing LLC 0.11% Add +52.4% 2,840 $673K
Venturi Wealth Management, LLC 0.03% Add +0.2% 2,821 $669K
Northeast Financial Consultants Inc 0.03% Reduce -0.1% 2,807 $665K
TCTC Holdings, LLC 0.02% No change 2,784 $660K
Diversify Advisory Services, LLC 0.03% Add +23.9% 2,687 $659K
Atwater Malick LLC 0.21% No change 2,775 $658K
Wescott Financial Advisory Group, LLC 0.06% Reduce -1.0% 2,767 $656K
SPC Financial, Inc. 0.05% Reduce -96.0% 2,754 $653K
Vanguard Personalized Indexing Management, LLC 0.01% Add +11.1% 2,754 $653K
Brooklyn Investment Group 0.09% Add +142.6% 2,754 $652K
Montis Financial, LLC 0.18% No change 2,742 $650K
Riverpoint Wealth Management Holdings, LLC 0.15% Add +3.1% 2,727 $646K
HHM Wealth Advisors, LLC 0.08% Add +7.9% 2,725 $646K
Seek First Inc. 0.52% Reduce -11.7% 2,698 $639K
Aspen Grove Capital, LLC 0.11% Reduce -15.7% 2,681 $638K
NWF Advisory Services Inc. 0.08% Add +16.4% 2,688 $638K
McGuire Investment Group, LLC 0.08% Add +3.5% 2,688 $637K
Stratos Investment Management, LLC 0.03% Reduce -14.5% 2,685 $636K
Advisory Resource Group 0.12% Add +0.2% 2,685 $636K
AllSquare Wealth Management LLC 0.36% No change 2,678 $635K
Tumwater Wealth Management, LLC 0.29% Add +2.1% 2,677 $634K
MBL Wealth, LLC 0.06% No change 2,675 $634K
Websterrogers Financial Advisors, LLC 0.20% Reduce -1.2% 2,663 $631K
Advyzon Investment Management, LLC 0.14% Reduce -10.8% 2,657 $630K
Members Trust Co 0.02% Reduce -33.1% 2,653 $629K
Pachira Investments Inc. 0.47% Reduce -7.0% 2,648 $628K
Fortis Capital Management LLC 0.10% Add +61.7% 2,644 $627K
Flywheel Private Wealth LLC 0.50% Reduce -15.4% 2,644 $626K
Peak Retirement Planning, Inc. 0.25% Reduce -9.0% 2,643 $626K
First Interstate Bank 0.04% Add +9.9% 2,641 $626K
Denver PWM, LLC 0.19% Reduce -0.8% 2,633 $624K
Keb Asset Management, LLC 0.15% Reduce -8.8% 2,621 $621K
Harmony Asset Management LLC 0.23% Add +8.5% 2,618 $620K
Fingerlakes Wealth Management, Inc. 0.46% Add +0.4% 2,617 $620K
Nilsine Partners, LLC 0.06% Add +4.7% 2,613 $619K
Sandhill Capital Partners LLC 0.04% Reduce -1.2% 2,612 $619K
Sepio Capital, LP 0.04% Reduce -81.9% 2,595 $615K
Astoria Portfolio Advisors LLC. 0.17% Add +68.4% 2,499 $613K
Transcendent Capital Group LLC 0.31% Add +0.0% 2,585 $612K
Moser Wealth Advisors, LLC 0.29% Reduce -1.3% 2,582 $612K
Truepoint, Inc. 0.02% Reduce -16.1% 2,577 $611K
Heritage Investment Group, Inc. 0.10% No change 2,570 $609K
Centaurus Financial, Inc. 0.04% Add +2.6% 2,569 $609K
Csenge Advisory Group 0.03% Reduce -43.9% 2,666 $608K
Advisor Resource Council 0.30% Reduce -94.9% 2,560 $607K
Rothschild Investment LLC 0.04% Add +3.0% 2,559 $606K
Werba Rubin Papier Wealth Management 0.11% Add +0.1% 2,555 $605K
Outlook Wealth Advisors, LLC 0.16% No change 2,552 $605K
Smith Chas P & Associates Pa Cpas 0.03% Reduce -40.5% 2,549 $604K
Nestegg Advisors, Inc. 0.58% No change 2,547 $604K
Lutz Financial Services LLC 0.05% No change 2,537 $601K
Millennium Management 0.00% New 2,527 $599K
Avidian Wealth Enterprises, LLC 0.02% Reduce -57.0% 2,522 $598K
Birch Hill Investment Advisors LLC 0.03% No change 2,521 $597K
Balboa Wealth Partners 0.12% Add +153.1% 2,506 $594K
TD Waterhouse Canada Inc. 0.00% Add +43.4% 2,478 $593K
MPWM Advisory Solutions, LLC 0.38% Add +2.4% 2,502 $593K
Searle & Co. 0.17% No change 2,500 $592K
Accel Wealth Management 0.20% Reduce -5.3% 2,496 $592K
PFW Advisors LLC 0.18% No change 2,494 $591K
Trust Co. of Toledo NA 0.06% New 2,477 $587K
Eagle Strategies LLC 0.09% Reduce -3.3% 2,475 $587K
Enterprise Bank & Trust Co 0.22% New 2,471 $586K
Magnolia Capital Advisors LLC 0.15% Reduce -14.2% 2,465 $584K
Keeler & Nadler Financial Planning & Wealth Management 0.23% Add +19.7% 2,456 $582K
Lionshead Wealth Management, LLC 0.54% Add +9.0% 2,445 $582K
Grandfield & Dodd, LLC 0.03% No change 2,449 $580K
Thomasville National Bank 0.04% Add +1.7% 2,440 $578K
Glaxis Capital Management, LLC 0.77% No change 2,433 $577K
Wealth Dimensions Group, Ltd. 0.13% Reduce -0.1% 2,424 $574K
Chapin Davis, Inc. 0.16% Reduce -2.2% 2,417 $573K
Independent Solutions Wealth Management, LLC 0.11% Reduce -5.6% 2,413 $572K
Advisory Alpha, LLC 0.02% Add +5.5% 2,412 $572K
Fiduciary Financial Group, LLC 0.10% Add +6.2% 2,384 $571K
Lyell Wealth Management, LP 0.05% Reduce -11.7% 2,408 $571K
First County Bank 0.31% Reduce -0.8% 2,407 $570K
Round Rock Advisors LLC 0.10% Reduce -47.9% 2,407 $570K
FAS Wealth Partners, Inc. 0.04% Reduce -1.8% 2,405 $570K
Capital Square, LLC 0.30% Reduce -7.9% 2,345 $568K
Cascade Wealth Advisors, Inc 0.32% Reduce -38.4% 2,356 $566K
Francis Financial, Inc. 0.13% Add +0.6% 2,385 $565K
1900 Wealth Management LLC 0.04% No change 2,385 $565K
Old Second National Bank of Aurora 0.12% No change 2,385 $565K
Signal Tree Financial Partners LLC 0.48% New 2,375 $563K
MAS Advisors LLC 0.92% Add +3.5% 2,368 $561K
Charis Legacy Partners, LLC 0.92% No change 2,367 $561K
Angeles Wealth Management, LLC 0.04% Add +81.9% 2,361 $560K
Pinnacle Bancorp, Inc. 0.17% Add +5.1% 2,361 $560K
Smith Asset Management Co., LLC 0.48% Add +17.9% 2,359 $559K
Silvercrest Asset Management Group LLC 0.00% No change 2,356 $558K
Clearstead Trust, LLC 0.11% Add +0.7% 2,356 $558K
German American Bancorp, Inc. 0.05% Reduce -0.7% 2,346 $556K
Adams Wealth Management 0.11% Reduce -54.6% 2,345 $556K
CacheTech Inc. 0.10% Reduce -54.6% 2,345 $556K
Keystone Financial Services 0.19% No change 2,344 $555K
Vishria Bird Financial Group, LLC 0.18% New 2,342 $555K
Aspire Growth Partners LLC 0.45% Add +5.0% 2,342 $555K
Kavar Capital Partners Group, LLC 0.08% Add +20.2% 2,331 $552K
Quest 10 Wealth Builders, Inc. 0.54% Reduce -0.9% 2,329 $552K
Penobscot Wealth Management 0.20% Reduce -0.3% 2,324 $551K
Northwest Wealth Management, LLC 0.10% Add +1.2% 2,322 $550K
Hutchens & Kramer Investment Management Group, LLC 0.25% Reduce -7.2% 2,294 $549K
IMG Wealth Management, Inc. 0.43% Reduce -2.0% 2,317 $549K
Brown, Lisle/Cummings, Inc. 0.15% No change 2,306 $546K
Balanced Rock Investment Advisors LLC 0.43% Reduce -43.1% 2,303 $546K
Elk River Wealth Management LLC 0.09% Reduce -0.2% 2,295 $546K
Penobscot Investment Management Company, Inc. 0.05% Reduce -5.6% 2,297 $544K
Elm3 Financial Group, LLC 0.45% Reduce -4.3% 2,291 $543K
Etesian Wealth Advisors, Inc. 0.20% Reduce -4.3% 2,290 $543K
Stonebridge Financial Planning Group, LLC 0.23% Reduce -3.4% 2,286 $542K
Mattern Capital Management, LLC 0.07% No change 2,283 $541K
AssuredPartners Investment Advisors, LLC 0.13% Reduce -70.1% 2,279 $540K
Walter & Keenan Wealth Management LLC /in/ 0.16% No change 2,271 $538K
CFS Investment Advisory Services, LLC 0.04% Add +7.2% 2,272 $538K
Nikulski Financial, Inc. 0.15% Reduce -2.2% 2,264 $537K
Milestone Investment Advisors LLC 0.14% No change 2,263 $536K
Wealthedge Investment Advisors, LLC 0.22% Reduce -36.2% 2,253 $534K
Gen-Wealth Partners Inc 0.21% Add +2.8% 2,253 $534K
Obermeyer Wealth Partners 0.03% Add +18.4% 2,249 $533K
Principal Financial Group Inc. 0.00% No change 2,243 $532K
GEN Financial Management, INC. 0.43% Reduce -40.5% 2,224 $527K
Coastal Bridge Advisors, LLC 0.04% New 2,225 $527K
Elevation Wealth Partners, LLC 0.21% Reduce -1.3% 2,220 $526K
Thrive Capital Management, LLC 0.16% New 2,213 $524K
Strategic Financial Services, Inc. 0.03% No change 2,207 $523K
Parkworth Wealth Management, Inc. 0.38% No change 2,203 $522K
NBT Bank, N.A. 0.04% Reduce -0.2% 2,202 $522K
REDW Wealth LLC 0.21% Add +2.1% 2,182 $517K
Main Street Group, LTD 0.19% Reduce -6.2% 2,178 $516K
Capital Advisors, Ltd. LLC 0.06% Reduce -10.5% 2,178 $516K
Cassaday & Co Wealth Management LLC 0.01% Reduce -20.4% 2,171 $515K
Appleton Partners Inc. 0.04% Add +10.8% 2,151 $510K
Cambridge Financial Group, LLC 0.19% Add +20.0% 2,151 $510K
Calton & Associates, Inc. 0.09% Reduce -11.7% 2,150 $510K
Atlas Capital Advisors Inc. 0.06% Reduce -37.9% 2,142 $508K
Private Wealth Asset Management, LLC 0.07% Add +193.2% 2,126 $504K
Synergy Financial Group, LTD 0.37% Reduce -1.5% 2,124 $503K
L2 Asset Management, LLC 0.08% New 2,121 $503K
Nova R Wealth, Inc. 0.23% Add +50.7% 2,116 $502K
Journey Advisory Group, LLC 0.04% Reduce -1.2% 2,110 $500K
Sara-Bay Financial 0.18% Reduce -11.7% 2,109 $500K
Physician Wealth Advisors, Inc. 0.08% Reduce -2.3% 2,109 $500K
Steel Grove Capital Advisors, LLC 0.06% Reduce -1.6% 2,106 $499K
NTV Asset Management LLC 0.06% Add +1.1% 2,104 $499K
Comprehensive Money Management Services LLC 0.38% No change 2,099 $497K
Atala Financial Inc 0.34% Reduce -9.2% 2,098 $497K
Cape Investment Advisory, Inc. 0.18% Add +7.9% 2,080 $493K
Peregrine Asset Advisers, Inc. 0.15% Reduce -1.3% 2,070 $491K
Newport Capital Group, LLC 0.33% Add +0.3% 2,058 $488K
Norris Perne & French LLP 0.03% No change 2,060 $488K
ERn Financial, LLC 0.10% Reduce -0.3% 2,057 $487K
Allen Capital Group, LLC 0.05% Reduce -6.0% 2,057 $487K
United Advisor Group, LLC 0.08% Add +2.2% 2,056 $487K
Front Row Advisors LLC 0.17% Add +7.1% 2,048 $487K
Stephen J. Garry & Associates, LLC 0.42% Add +5.1% 2,051 $486K
Prospera Capital Management, LLC 0.27% Reduce -1.4% 2,038 $485K
Rede Wealth, LLC 0.17% Reduce -4.6% 2,044 $484K
Adapt Wealth Advisors, LLC 0.22% Reduce -12.1% 2,041 $484K
Benchmark Financial Wealth Advisors, LLC 0.16% Reduce -6.8% 2,033 $482K
Curi Capital, LLC 0.01% New 2,020 $480K
Elios Financial Group Inc. 0.22% Reduce -2.7% 2,026 $480K
Team Hewins, LLC 0.17% Reduce -26.6% 2,020 $480K
WealthCare Investment Partners, LLC 0.17% Add +0.1% 1,963 $477K
Center For Asset Management LLC 0.29% Reduce -28.0% 1,988 $477K
Leo Wealth, LLC 0.04% New 2,013 $477K
Granite Harbor Advisors, Inc. 0.22% Reduce -0.6% 2,010 $476K
Bell Bank 0.02% No change 2,001 $474K
Vista Investment Partners Ii, LLC 0.23% Add +4.1% 1,998 $473K
Capital Investment Advisory Services, LLC 0.04% Add +97.9% 1,995 $473K
LPWM LLC 0.14% Reduce -3.7% 1,990 $472K
Paragon Capital Management LLC 0.24% No change 1,988 $471K
Crescent Grove Advisors, LLC 0.05% New 1,978 $470K
Park Square Financial Group, LLC 0.34% Add +3.3% 1,983 $470K
Coppell Advisory Solutions LLC 0.06% Reduce -1.9% 1,978 $470K
Edge Financial Advisors LLC 0.25% Reduce -8.7% 1,981 $470K
Keystone Financial Services, LLC 0.36% Reduce -10.1% 1,977 $469K
Wealth Management Nebraska 0.06% Add +4.0% 1,966 $467K
GWN Securities Inc. 0.09% Add +16.8% 1,958 $467K
Ullmann Wealth Partners Group, LLC 0.06% No change 1,967 $466K
Burke & Herbert Bank & Trust Co. 0.10% No change 1,967 $466K
Avantax Planning Partners, Inc. 0.01% No change 1,966 $466K
Harbour Investment Management LLC 0.20% No change 1,952 $464K
Melone Private Wealth, LLC 0.24% No change 1,955 $464K
Thompson Davis & Co., Inc. 0.32% No change 1,957 $464K
Litman Gregory Wealth Management LLC 0.04% Reduce -13.3% 1,954 $463K
Sound View Wealth Advisors Group, LLC 0.03% Reduce -33.2% 1,942 $460K
Lodestone Wealth Management LLC 0.22% No change 1,940 $460K
Madison Wealth Partners, Inc 0.10% Reduce -0.7% 1,939 $460K
Parsonex Advisory Services, Inc. 0.38% — 1,932 $458K
Unified Investment Management 0.48% No change 1,908 $452K
LCNB Corp. 0.16% No change 1,905 $451K
Bar Harbor Wealth Management 0.03% Add +2.3% 1,905 $451K
Adamsbrown Wealth Consultants LLC 0.13% Reduce -2.6% 1,904 $451K
B & T Capital Management DBA Alpha Capital Management 0.08% Add +20.2% 1,904 $451K
Optima Capital LLC 0.24% Reduce -1.3% 1,903 $451K
Clayton Financial Group LLC 0.54% Reduce -90.2% 1,900 $450K
Christensen, King & Associates Investment Services, Inc. 0.21% Reduce -7.9% 1,889 $448K
Proffitt & Goodson Inc. 0.07% Add +16.3% 1,888 $447K
Spinnaker Trust 0.03% Add +5.0% 1,884 $446K
Griffin Asset Management, Inc. 0.05% Reduce -18.5% 1,882 $446K
Alteri Wealth LLC 0.17% Reduce -16.7% 1,876 $445K
Sequent Planning LLC 0.14% Add +20.2% 1,875 $444K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +18.2% 1,871 $444K
DGS Capital Management, LLC 0.09% Reduce -5.1% 1,870 $443K
American Financial & Tax Strategies Inc. 0.23% Reduce -7.9% 1,860 $441K
Vision Capital Management, Inc. 0.06% No change 1,847 $438K
Insight Advisors, LLC/ PA 0.07% Reduce -1.6% 1,844 $437K
Arete Wealth Advisors, LLC 0.03% Reduce -0.9% 1,841 $436K
Rik Saylor Financial, Inc. 0.33% Reduce -1.0% 1,834 $435K
Novem Group 0.05% Add +0.8% 1,826 $433K
Convergence Financial, LLC 0.07% Reduce -10.9% 1,823 $432K
Oakworth Capital, Inc. 0.03% No change 1,815 $430K
Fisher Asset Management 0.00% Reduce -11.9% 1,814 $430K
Total Clarity Wealth Management, Inc. 0.12% Add +0.2% 1,810 $429K
Florida Financial Advisors, LLC 0.10% Reduce -26.8% 1,810 $429K
J. W. Coons Advisors, LLC 0.10% Add +36.2% 1,807 $428K
Midwestern Financial, LLC 0.40% — 1,806 $428K
Miller Financial Services LLC 0.55% New 1,805 $428K
Bakala Capital LLC 2.45% No change 1,803 $427K
Horst & Graben Wealth Management LLC 0.07% Reduce -2.1% 1,803 $427K
Nautilus Advisors LLC 0.31% No change 1,800 $427K
Facet Wealth, Inc. 0.01% Add +56.4% 1,763 $426K
Luminvest Wealth Management LLC 0.15% No change 1,786 $425K
Aprio Wealth Management, LLC 0.05% Add +5.3% 1,794 $425K
Avalon Trust Co 0.03% Reduce -27.1% 1,790 $424K
Destination Wealth Management 0.01% Add +1.4% 1,786 $423K
JGP Wealth Management, LLC 0.05% Add +5.2% 1,784 $423K
Dahring | Cusmano LLC 0.33% Reduce -0.5% 1,782 $422K
HM Payson & Co. 0.01% No change 1,781 $422K
Valley National Advisers Inc. 0.07% Reduce -0.5% 1,781 $422K
4Thought Financial Group Inc. 0.22% Add +1652.5% 1,770 $419K
Seven Mile Advisory 0.25% No change 1,768 $419K
Tolleson Wealth Management, Inc. 0.07% No change 1,761 $419K
Alta Wealth Advisors LLC 0.20% Add +5.1% 1,766 $419K
Douglass Winthrop Advisors, LLC 0.01% Reduce -5.1% 1,761 $417K
Relyea Zuckerberg Hanson LLC 0.05% Reduce -1.5% 1,760 $417K
Mascoma Wealth Management LLC 0.10% Reduce -10.2% 1,756 $416K
Platform Technology Partners 0.11% Add +3.2% 1,753 $415K
International Assets Investment Management, LLC 0.03% Add +3.7% 1,751 $415K
Armstrong Henry H Associates Inc. 0.04% No change 1,745 $414K
Chemistry Wealth Management LLC 0.09% Add +0.1% 1,743 $413K
Horan Securities, Inc. 0.15% No change 1,742 $413K
Wulff, Hansen & Co. 0.35% Add +3.0% 1,740 $412K
LifeGuide Financial Advisors, LLC 0.15% Reduce -3.8% 1,739 $412K
Beacon Investment Advisory Services, Inc. 0.02% Reduce -5.5% 1,733 $411K
Middleton & Co. Inc. 0.05% No change 1,730 $410K
Absolute Capital Management, LLC 0.21% Add +10.5% 1,723 $410K
Washburn Capital Management, Inc. 0.24% Reduce -55.8% 1,729 $410K
Global Financial Private Client, LLC 0.15% Reduce -0.7% 1,729 $410K
TruWealth Advisors, LLC 0.02% Reduce -0.9% 1,709 $405K
Buck Wealth Strategies, LLC 0.06% Reduce -26.8% 1,705 $404K
Athena Investment Management 0.23% New 1,703 $403K
Cordgrass Capital Advisors, LLC 0.11% New 1,702 $403K
Carret Asset Management, LLC 0.04% No change 1,695 $402K
Allodium Investment Consultants, LLC 0.25% Add +9.5% 1,689 $400K
My Legacy Advisors, LLC 0.14% Reduce -55.7% 1,626 $398K
First Trust Advisors LP 0.00% Reduce -41.6% 1,679 $398K
HBK Sorce Advisory LLC 0.01% Add +0.3% 1,669 $395K
Patrick M Sweeney & Associates, Inc. 0.27% Add +11.8% 1,626 $395K
FSM Wealth Advisors, LLC 0.06% Add +12.6% 1,643 $395K
Brown Miller Wealth Management, LLC 0.12% Reduce -3.5% 1,659 $393K
Goepper Burkhardt LLC 0.14% Add +8.0% 1,657 $393K
Per Stirling Capital Management, LLC. 0.05% Reduce -1.9% 1,655 $392K
Weitzel Financial Services, Inc. 0.17% No change 1,632 $392K
Golden Bell Financial Planning LLC 0.37% Reduce -8.6% 1,649 $391K
First National Bank of Mount Dora, Trust Investment Services 0.09% Reduce -3.0% 1,648 $391K
Obsidian Personal Planning Solutions LLC 0.16% No change 1,647 $390K
Good Life Advisors, LLC 0.02% Add +3.6% 1,646 $390K
Covenant Asset Management, LLC 0.08% Add +1.5% 1,644 $390K
Intergy Private Wealth, LLC 0.13% Reduce -17.6% 1,644 $390K
Bouchey Financial Group, Ltd. 0.03% Add +1.4% 1,640 $389K
Interchange Capital Partners, LLC 0.09% Add +0.1% 1,638 $388K
Kitching Partners, LLC 0.39% No change 1,635 $387K
KPP Advisory Services LLC 0.06% Reduce -0.4% 1,634 $387K
Altiora Financial Group, LLC 0.08% No change 1,631 $387K
Caldwell Trust Co 0.04% Add +0.2% 1,631 $387K
Archer Investment Corp 0.09% Add +18.0% 1,629 $386K
Pacific Sage Partners, LLC 0.08% No change 1,629 $386K
Pillar Financial Advisors, LLC 0.27% No change 1,629 $386K
Urban Financial Advisory Corp 0.19% Add +4.2% 1,627 $386K
Schmidt P J Investment Management Inc. 0.07% Reduce -14.7% 1,624 $385K
Tocqueville Asset Management L.P. 0.01% No change 1,618 $383K
Finward Bancorp 0.30% Add +22.8% 1,617 $383K
FF Advisors,LLC 0.20% No change 1,617 $383K
Baker Tilly Wealth Management, LLC 0.14% No change 1,616 $383K
Busey Bank 0.01% Add +50.0% 1,615 $383K
Hardin Capital Partners, LLC 0.22% Add +5.3% 1,596 $382K
IAG Wealth Partners, LLC 0.05% Reduce -2.9% 1,612 $382K
Lake Street Private Wealth, LLC 0.05% Add +14.7% 1,608 $381K
Cedar Point Capital Partners, LLC 0.27% Reduce -0.7% 1,602 $380K
Coastwise Capital Group, LLC 0.30% No change 1,602 $380K
Meridian Financial Partners LLC 0.18% Reduce -7.3% 1,600 $379K
Journey Strategic Wealth LLC 0.01% Reduce -18.1% 1,597 $378K
Sims Investment Management, LLC 0.15% Reduce -5.8% 1,597 $378K
Cora Capital Advisors LLC 0.17% New 1,594 $378K
Aspect Partners, LLC 0.19% Add +29.9% 1,592 $377K
Foster Dykema Cabot & Partners, LLC 0.03% No change 1,585 $377K
Vestia Personal Wealth Advisors 0.26% Add +24.7% 1,590 $377K
Westbourne Investments, Inc. 0.20% Reduce -1.6% 1,590 $377K
First Financial Bankshares Inc 0.01% Reduce -9.1% 1,588 $376K
River Street Advisors LLC 0.16% No change 1,580 $374K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% Add +19.1% 1,574 $374K
Stonegate Investment Group, LLC 0.01% Add +44.0% 1,574 $373K
Madison Park Capital Advisors, LLC 0.31% Add +6.5% 1,571 $372K
Donor Advised Charitable Giving, Inc. 0.01% No change 1,571 $372K
TruNorth Capital Management, LLC 0.08% Reduce -53.1% 1,569 $372K
Mairs & Power Inc. 0.00% Add +24.4% 1,568 $372K
Cypress Financial Planning LLC 0.12% New 1,568 $372K
Authentikos Wealth Advisory, LLC 0.26% Add +3.6% 1,562 $370K
Jim Saulnier & Associates, LLC 0.25% Add +0.1% 1,554 $368K
RCS Financial Planning, LLC 0.18% Add +35.6% 1,545 $367K
Advance Capital Management, Inc. 0.02% Reduce -1.3% 1,550 $367K
EagleClaw Capital Managment, LLC 0.05% No change 1,550 $367K
F/m Investments LLC 0.01% Reduce -55.2% 1,566 $367K
Shepherd Financial Partners LLC 0.04% Reduce -18.6% 1,548 $367K
Invst, LLC 0.05% Add +6.5% 1,545 $366K
Spreng Capital Management, Inc. 0.16% Reduce -9.2% 1,540 $365K
Covestor Ltd 0.21% Add +56.1% 1,535 $364K
Eagle Bay Advisors LLC 0.30% No change 1,520 $361K
Nixon Peabody Trust Co. 0.03% Add +14.8% 1,523 $361K
Unique Wealth Strategies, LLC 0.15% Reduce -16.3% 1,515 $359K
Keener Financial Planning LLC 0.18% No change 1,515 $359K
DF Dent & Co. Inc. 0.00% No change 1,510 $358K
Lifeworks Advisors, LLC 0.05% Add +1.4% 1,509 $358K
Essential Planning, LLC. 0.13% No change 1,506 $357K
Vident Advisory, LLC 0.00% Reduce -71.2% 1,500 $356K
Means Investment Co., Inc. 0.03% Add +3.0% 1,493 $354K
David Wealth Management LLC 0.26% No change 1,486 $352K
Old National Bancorp 0.01% Reduce -22.8% 1,485 $352K
Clarius Group, LLC 0.02% No change 1,482 $351K
Stockman Wealth Management, Inc. 0.05% Reduce -1.3% 1,481 $351K
Valley Financial Group, Inc. 0.21% Add +5.0% 1,478 $350K
Sentinel Pension Advisors, LLC 0.06% Add +32.9% 1,478 $350K
Resolute Wealth Strategies, LLC 0.19% New 1,475 $350K
WealthTrust Axiom LLC 0.10% No change 1,475 $350K
Victory Financial Group, LLC 0.06% Reduce -13.8% 1,474 $349K
Noesis Capital Mangement Corp. 0.06% Reduce -14.1% 1,470 $348K
TrueWealth Advisors, LLC 0.10% Reduce -8.1% 1,470 $348K
LJI Wealth Management, LLC 0.06% No change 1,469 $348K
Great Diamond Partners, LLC 0.07% New 1,467 $348K
Insigneo Advisory Services, LLC 0.03% Add +11.3% 1,466 $347K
Stevens Capital Partners 0.12% Reduce -1.6% 1,442 $347K
L. Roy Papp & Associates, LLP 0.04% Add +0.1% 1,457 $345K
Windward Private Wealth Management Inc. 0.12% No change 1,456 $345K
Parr McKnight Wealth Management Group, LLC 0.05% Reduce -0.5% 1,453 $344K
McDonald Partners LLC 0.08% New 1,452 $344K
Prosperitas Financial LLC 0.16% Reduce -95.8% 1,449 $343K
TOWER TRUST & INVESTMENT Co 0.24% Add +8.1% 1,448 $343K
Values Added Financial LLC 0.17% Reduce -29.7% 1,441 $341K
Vestmark Advisory Solutions, Inc. 0.00% New 1,440 $341K
Advantage Trust Co 0.17% Add +34.7% 1,437 $341K
New Insight Wealth Advisors 0.14% Reduce -32.6% 1,437 $341K
GHP Investment Advisors, Inc. 0.01% Reduce -17.7% 1,431 $339K
Harbor Asset Planning, Inc. 0.32% — 1,428 $338K
Courage Miller Partners, LLC 0.11% Add +25.9% 1,412 $335K
Forza Wealth Management, LLC 0.14% New 1,410 $334K
Olistico Wealth, LLC 0.19% No change 1,408 $334K
Aspen Capital Management, LLC 0.09% Add +3.2% 1,407 $333K
UNIVEST FINANCIAL Corp 0.02% Reduce -66.4% 1,407 $333K
Stonebridge Financial Group, LLC 0.03% No change 1,400 $332K
Forum Private Client Group LLC 0.13% Reduce -1.9% 1,399 $331K
Jacobi Capital Management LLC 0.02% Add +10.2% 1,397 $331K
Alliance Wealth Advisors, LLC 0.18% No change 1,396 $331K
HBW Advisory Services LLC 0.04% Reduce -6.6% 1,391 $330K
Kaizen Financial Strategies 0.17% Reduce -29.1% 1,389 $329K
Synergy Investment Management, LLC 0.20% Reduce -3.3% 1,380 $327K
Trademark Financial Management, LLC 0.20% Reduce -22.4% 1,375 $326K
Clifford Group, LLC 0.27% No change 1,374 $326K
Columbia Bank 0.10% New 1,343 $325K
Disciplined Investors, L.L.C. 0.25% Add +0.2% 1,370 $325K
Missouri Trust & Investment Co 0.11% No change 1,369 $324K
Austin Private Wealth, LLC 0.03% No change 1,368 $324K
Keebeck Wealth Management 0.04% Reduce -0.1% 1,363 $324K
Koss-Olinger Consulting, LLC 0.03% Add +20.7% 1,365 $324K
Kwmg, LLC 0.03% Add +4.3% 1,364 $323K
Key Financial Inc 0.06% Reduce -13.3% 1,357 $322K
ZynergyRetirementPlanningLLC 0.22% Reduce -4.1% 1,354 $321K
LVW Advisors, LLC 0.04% No change 1,352 $320K
ProVise Management Group, LLC 0.03% Reduce -32.3% 1,352 $320K
Monograph Wealth Advisors, LLC 0.04% New 1,347 $320K
Sheets Smith Wealth Management 0.04% Reduce -0.1% 1,351 $320K
Flower City Capital 0.19% No change 1,346 $320K
Clark Estates Inc. 0.07% No change 1,350 $320K
ZWJ Investment Counsel Inc. 0.01% Reduce -2.6% 1,346 $319K
DecisionMap Wealth Management, LLC 0.22% Reduce -5.2% 1,345 $319K
Total Wealth Planning, LLC 0.04% Add +0.5% 1,342 $318K
Aerodigm Wealth, LLC 0.15% Reduce -29.0% 1,342 $318K
Tempus Wealth Planning, LLC 0.08% No change 1,341 $318K
TPG Advisors LLC 0.23% Add +15.8% 1,338 $317K
Certuity, LLC 0.03% No change 1,333 $316K
Signet Financial Management, LLC 0.04% No change 1,333 $316K
Firestone Capital Management 0.07% Add +34.3% 1,330 $315K
SilverOak Wealth Management LLC 0.06% No change 1,323 $314K
LaSalle St. Investment Advisors, LLC 0.09% New 1,321 $313K
GDS Wealth Management 0.02% Reduce -27.0% 1,320 $313K
LMG Wealth Partners, LLC 0.06% New 1,315 $312K
Live Oak Private Wealth LLC 0.05% Reduce -12.2% 1,314 $311K
Hancock Whitney Corp. 0.01% No change 1,314 $311K
Kestra Investment Management, LLC 0.01% Add +8.1% 1,311 $311K
Strategic Equity Management 0.11% Reduce -89.5% 1,309 $310K
Resonant Capital Advisors, LLC 0.02% No change 1,302 $310K
BIP Alliance, LLC 0.12% New 1,288 $305K
Cloud Capital Management, LLC 0.19% Add +0.1% 1,260 $304K
Resources Management Corp. /CT/ 0.04% Reduce -0.5% 1,284 $304K
First Community Trust NA 0.25% Add +8.9% 1,278 $303K
Centricity Wealth Management, LLC 0.24% No change 1,278 $303K
Smartleaf Asset Management LLC 0.03% Add +52.2% 1,274 $302K
Traction Financial Partners, LLC 0.20% Reduce -1.0% 1,276 $302K
Smith Thornton Advisors LLC 0.17% No change 1,276 $302K
Drake & Associates, LLC 0.07% Reduce -6.5% 1,275 $302K
William Mack & Associates, Inc. 0.19% New 1,266 $300K
Bogart Wealth, LLC 0.01% Reduce -6.7% 1,262 $299K
Moloney Securities Asset Management, LLC 0.04% Add +5.8% 1,261 $299K
Pitcairn Co. 0.02% No change 1,257 $298K
Vawter Financial, Ltd. 3.36% Reduce -97.3% 1,255 $297K
Oarsman Capital, Inc. 0.05% Reduce -14.6% 1,255 $297K
Opal Wealth Advisors, LLC 0.08% Add +2.5% 1,254 $297K
Moors & Cabot, Inc. 0.01% Reduce -5.7% 1,251 $297K
Grey Ledge Advisors, LLC 0.07% Add +1.1% 1,251 $296K
Investment Planning Advisors, Inc. 0.10% Add +4.0% 1,250 $296K
Armstrong Advisory Group, Inc. 0.02% Reduce -39.0% 1,250 $296K
Martin Worley Group 0.14% Reduce -0.9% 1,249 $296K
Impact Capital Partners LLC 0.10% New 1,248 $296K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.11% Reduce -1.9% 1,212 $296K
Foundation Wealth Management, LLC\PA 0.13% No change 1,245 $295K
WMG Financial Advisors, LLC 0.11% Reduce -6.9% 1,242 $294K
Raffa Wealth Management, LLC 0.06% Add +0.7% 1,241 $294K
Detalus Advisors, LLC 0.09% Reduce -1.6% 1,241 $294K
Gratus Wealth Advisors, LLC 0.04% Reduce -42.3% 1,239 $294K
Oak Harvest Investment Services 0.04% Reduce -12.0% 1,237 $293K
Forum Financial Management, LP 0.00% Reduce -2.8% 1,235 $293K
Herold Advisors, Inc. 0.06% Reduce -1.2% 1,233 $292K
Fortitude Advisory Group L.L.C. 0.17% Reduce -9.3% 1,228 $291K
Portland Financial Advisors Inc 0.69% No change 1,219 $289K
Redwood Financial Network Corp 0.19% Reduce -2.6% 1,213 $287K
New Century Financial Group, LLC 0.34% Reduce -58.8% 1,213 $287K
Adirondack Trust Co. 0.10% Add +1.0% 1,210 $287K
Partners Wealth Management, LLC 0.33% No change 1,285 $286K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,205 $286K
MBA Advisors LLC 0.13% No change 1,204 $285K
Osborne Partners Capital Management, LLC 0.02% Reduce -15.6% 1,203 $285K
Pasadena Private Wealth, LLC 0.05% Add +0.8% 1,203 $285K
MainStreet Investment Advisors LLC 0.04% Reduce -5.9% 1,195 $283K
Shakespeare Wealth Management, LLC 0.07% No change 1,187 $281K
KWB Wealth 0.03% No change 1,267 $281K
Sensible Money, LLC 0.11% No change 1,183 $280K
GatePass Capital, LLC 0.19% No change 1,183 $280K
Harbour Capital Advisors, LLC 0.06% New 1,154 $279K
Bensler, LLC 0.03% New 1,176 $279K
Indiana Trust & Investment Management Co 0.09% No change 1,170 $277K
WNY Asset Management, LLC 0.03% Reduce -1.2% 1,169 $277K
Aull & Monroe Investment Management Corp 0.15% No change 1,168 $277K
Alpha Financial Advisors, LLC 0.11% New 1,166 $276K
SJS Investment Consulting Inc. 0.04% Reduce -16.7% 1,164 $276K
Shared Vision Wealth Group LLC 0.14% No change 1,141 $276K
Aspiring Ventures, LLC 0.13% No change 1,158 $274K
NorthRock Partners, LLC 0.01% Reduce -19.7% 1,154 $274K
EnRich Financial Partners LLC 0.08% No change 1,156 $274K
Novus Advisors, LLC 0.42% Reduce -41.4% 1,153 $273K
Sit Investment Associates Inc. 0.01% No change 1,154 $273K
Davis Investment Partners, LLC 0.10% Reduce -16.8% 1,137 $272K
Matrix Asset Advisors Inc. 0.03% Reduce -1.9% 1,147 $272K
Carter Financial Group, INC. 0.18% — 1,142 $272K
Michels Family Financial, LLC 0.23% Reduce -1.3% 1,144 $271K
Tobias Financial Advisors, Inc. 0.05% Add +9.9% 1,142 $271K
UMB Bank, n.a. 0.00% Reduce -7.5% 1,140 $270K
B.O.S.S. Retirement Advisors, LLC 0.07% Add +16.7% 1,137 $269K
Elevate Wealth Advisory, Inc. 0.19% Add +6.0% 1,131 $269K
National Wealth Management Group, LLC 0.15% Add +6.2% 1,130 $268K
Silver Coast Investments LLC 0.10% Reduce -97.6% 1,130 $267K
Financial & Tax Architects, LLC 0.06% Reduce -43.5% 1,126 $267K
Vantage Point Financial LLC 0.12% No change 1,121 $266K
Axos Invest Inc. 0.20% Reduce -5.3% 1,116 $264K
Shade Tree Advisors LLC 0.23% No change 1,115 $264K
Silvia McColl Wealth Management, LLC 0.19% No change 1,110 $263K
Northcape Wealth Management, LLC 0.08% Add +2.4% 1,110 $263K
Prospect Financial Services LLC 0.16% Add +12.8% 1,105 $262K
Serenus Wealth Advisors, LLC 0.04% No change 1,100 $261K
Boston Family Office LLC 0.02% Add +21.2% 1,098 $260K
L.M. Kohn & Company 0.07% Reduce -18.6% 1,093 $259K
First Pacific Financial 0.04% Add +54.6% 1,093 $259K
NorthLanding Financial Partners, LLC 0.23% Reduce -75.5% 1,092 $259K
Farmers Trust Co. 0.05% Reduce -14.9% 1,092 $259K
Helium Advisors LLC 0.16% New 1,091 $258K
Ade, LLC 0.14% New 1,090 $258K
Warren Street Wealth Advisors, LLC 0.09% Reduce -3.8% 1,090 $258K
Carmel Capital Partners, LLC 0.09% New 1,089 $258K
Mission Creek Capital Partners, Inc. 0.06% Reduce -37.0% 1,086 $257K
Cornerstone Advisory, LLC 0.03% Add +6.3% 1,084 $257K
Fourth Dimension Wealth, LLC 0.11% No change 1,083 $257K
IFC Advisors LLC 0.05% New 1,082 $256K
Summit Global Investments 0.02% New 1,080 $256K
Beacon Capital Management, LLC 0.03% Reduce -18.5% 1,078 $256K
RVW Wealth, LLC 0.02% Reduce -21.3% 1,075 $255K
Marco Investment Management LLC 0.02% No change 1,067 $253K
Quantbot Technologies LP 0.01% New 1,064 $252K
BKM Wealth Management, LLC 0.10% No change 1,063 $252K
Buttonwood Financial Advisors Inc. 0.10% No change 1,059 $251K
Womack Financial LLC 0.21% Reduce -0.9% 1,057 $250K
Stokes Family Office, LLC 0.03% Add +12.8% 1,057 $250K
Selective Wealth Management, Inc. 0.09% Reduce -12.4% 1,024 $249K
Foster Victor Wealth Advisors, LLC 0.02% New 1,024 $249K
Walker Financial Services, Inc. 0.11% No change 1,052 $249K
Elmwood Wealth Management, Inc. 0.10% Reduce -33.1% 1,051 $249K
Sharp Wealth Advisory, LLC 0.16% Reduce -39.1% 1,050 $249K
Sentry LLC 0.05% Reduce -3.0% 1,048 $248K
Wills Financial Group LLC 0.11% No change 1,046 $248K
Base Wealth Management LLC 0.16% Reduce -23.3% 1,045 $248K
IMA Advisory Services, Inc. 0.03% Add +8.1% 1,038 $246K
Moody National Bank Trust Division 0.02% Reduce -12.7% 1,036 $246K
Ameriflex Group, Inc. 0.13% Reduce -28.3% 1,036 $245K
Lion Street Advisors, LLC 0.07% Add +3.9% 1,032 $245K
Intelligence Driven Advisers, LLC 0.04% Add +7.4% 1,031 $244K
HCR Wealth Advisors 0.03% New 1,027 $244K
VERITY Wealth Advisors 0.16% No change 1,015 $241K
Andina Capital Management, LLC 0.17% Reduce -32.7% 1,010 $239K
CAP Partners, LLC 0.15% No change 1,008 $239K
Van Hulzen Asset Management, LLC 0.02% No change 1,003 $238K
Holderness Investments Co. 0.05% New 1,003 $238K
Aletheian Wealth Advisors LLC 0.12% No change 1,000 $237K
Optivise Advisory Services LLC 0.12% No change 999 $237K
Matisse Capital 0.11% No change 996 $236K
Wellington Capital Management, Inc. 0.35% — 996 $236K
Alhambra Investment Management LLC 0.12% Add +9.9% 992 $235K
Gilbert & Cook, Inc. 0.03% Reduce -0.3% 991 $235K
Sunbelt Securities, Inc. 0.02% Add +290.8% 977 $235K
Chilton Investment Co. Inc. 0.01% New 990 $235K
Barclays PLC 0.00% No change 988 $234K
YHB Investment Advisors, Inc. 0.02% Add +0.1% 987 $234K
Aviance Capital Partners, LLC 0.03% No change 984 $233K
Northstar Advisory Group, LLC 0.11% Reduce -1.1% 983 $233K
Partnership Wealth Management, LLC 0.19% Reduce -20.3% 982 $233K
Legacy Trust 0.06% Reduce -14.1% 976 $231K
Welch Group, LLC 0.01% New 974 $231K
Impact Partnership Wealth, LLC 0.04% No change 974 $231K
Dravo Bay LLC 0.11% Add +0.3% 974 $231K
Private Management Group Inc. 0.01% New 973 $231K
Blalock Williams, LLC 0.23% Reduce -42.0% 972 $230K
Crumly & Associates Inc. 0.06% Add +0.2% 972 $230K
Hazlett, Burt & Watson, Inc. 0.09% Add +7.1% 968 $228K
Glen Eagle Advisors, LLC 0.04% Reduce -7.7% 962 $228K
Austin Wealth Management, LLC 0.04% Reduce -12.7% 940 $227K
Halbert Hargrove Global Advisors, LLC 0.01% No change 952 $226K
Breakwater Investment Management 0.09% No change 951 $225K
Schroder Investment Management Group 0.00% New 949 $225K
Jaffetilchin Investment Partners, LLC 0.01% Reduce -4.5% 945 $224K
M1 Capital Management LLC 0.11% No change 945 $224K
Howe & Rusling Inc. 0.02% Add +60.0% 944 $224K
RoundAngle Advisors LLC 0.19% Reduce -10.2% 938 $222K
Security National Bank of Sioux City Iowa 0.16% Reduce -0.4% 936 $222K
AF Advisors, Inc. 0.08% No change 936 $222K
Beck Mack & Oliver LLC 0.00% No change 930 $220K
Register Financial Advisors LLC 0.10% Reduce -7.5% 929 $220K
Prospect Financial Group LLC 0.23% No change 927 $220K
Carson Advisory Inc. 0.14% New 926 $219K
Fairvoy Private Wealth, LLC 0.05% Reduce -4.9% 926 $219K
Stonebrook Private Inc. 0.05% No change 926 $219K
Caldwell Sutter Capital, Inc. 0.10% Add +0.9% 924 $219K
JTC Employer Solutions Trustee Ltd 0.02% No change 925 $219K
Anson Capital, Inc. 0.18% No change 923 $219K
North Ridge Wealth Advisors, Inc. 0.13% No change 915 $217K
Hill Investment Group Partners, LLC 0.03% Reduce -9.2% 914 $217K
Correct Capital Wealth Management 0.04% No change 913 $216K
Smith Salley Wealth Management 0.01% New 913 $216K
Channel Wealth LLC 0.06% Add +0.6% 912 $216K
Triad Wealth Partners, LLC 0.04% New 907 $215K
Retirement Capital Strategies 0.09% No change 907 $215K
Trexquant Investment LP 0.00% Reduce -33.3% 907 $215K
Beacon Wealthcare LLC 0.08% New 900 $213K
Park Capital Management, LLC / WI 0.20% Reduce -36.8% 899 $213K
Commons Capital, LLC 0.16% Reduce -5.4% 897 $213K
Sloy Dahl & Holst, LLC 0.03% New 894 $212K
Foster Group, Inc. 0.01% New 893 $212K
LifeGoal Investments, LLC 0.20% Reduce -57.2% 893 $212K
Northwest Capital Management Inc 0.11% Reduce -20.8% 891 $211K
Aureus Asset Management, LLC 0.01% Reduce -19.1% 890 $211K
Blake Schutter Theil Wealth Advisors, LLC 0.24% New 890 $211K
Morling Financial Advisors, LLC 0.07% Reduce -23.0% 889 $211K
Pekin Hardy Strauss, Inc. 0.02% New 887 $210K
Evergreen Advisors, LLC 0.06% New 886 $210K
Cottage Street Advisors LLC 0.11% New 884 $210K
Nottingham Advisors, Inc. 0.03% Reduce -30.9% 873 $207K
Tiller Private Wealth, Inc. 0.08% New 867 $206K
Camelot Technology Advisors, Inc. 0.18% New 869 $206K
SYM FINANCIAL Corp 0.02% Reduce -8.3% 869 $206K
RMG Wealth Management LLC 0.03% — 843 $205K
Pinion Investment Advisors, LLC 0.07% Reduce -97.6% 864 $205K
Yukon Wealth Management, Inc. 0.07% New 862 $204K
Stephenson & Company, Inc. 0.12% New 859 $204K
CGC Financial Services, LLC 0.07% No change 857 $203K
Retirement Income Solutions, Inc. 0.04% Reduce -11.0% 855 $203K
Regimen Wealth, LLC 0.06% Reduce -6.4% 853 $202K
Tyche Wealth Partners LLC 0.04% New 851 $202K
Broyhill Asset Management, LLC 0.18% New 850 $201K
Melfa Wealth Management, Inc. 0.13% New 850 $201K
Spirepoint Private Client, LLC 0.02% New 850 $201K
Bay Capital Advisors, LLC 0.15% New 849 $201K
Richard W. Paul & Associates, LLC 0.07% Reduce -0.7% 848 $201K
Blue Edge Capital, LLC 0.03% New 848 $201K
Shira Ridge Wealth Management 0.09% New 847 $201K
Pacific Financial Group Inc. 0.16% New 847 $201K
MCF Advisors LLC 0.01% Reduce -9.3% 842 $200K
Reyes Financial Architecture, Inc. 0.17% Reduce -23.0% 839 $199K
DHJJ Financial Advisors, Ltd. 0.07% Reduce -20.5% 814 $193K
Community Bank, N.A. 0.03% Reduce -17.7% 813 $193K
Teachers Insurance & Annuity Association of America 0.24% No change 811 $192K
Raleigh Capital Management Inc. 0.08% Reduce -3.5% 805 $191K
Evelyn Partners Investment Management (Europe) Ltd 0.07% No change 800 $190K
Twin City Private Wealth, LLC 0.15% Reduce -7.3% 776 $184K
Tsfg, LLC 0.03% Reduce -24.1% 776 $184K
Berkshire Money Management, Inc. 0.02% Reduce -26.9% 765 $181K
Qube Research & Technologies Ltd 0.00% Reduce -69.7% 759 $180K
Hantz Financial Services, Inc. 0.00% Add +16.5% 742 $176K
Silicon Valley Capital Partners 0.02% Add +0.4% 740 $175K
Financial Management Professionals, Inc. 0.02% Add +556.5% 709 $169K
Princeton Global Asset Management LLC 0.03% New 685 $162K
Traub Capital Management LLC 0.15% — 669 $159K
Principia Wealth Advisory, LLC 0.13% New 667 $158K
Perkins Coie Trust Co 0.03% No change 665 $158K
1 North Wealth Services LLC 0.06% Reduce -3.4% 660 $156K
GFG Capital, LLC 0.05% Reduce -32.0% 649 $154K
one8zero8, LLC 0.04% Reduce -24.5% 647 $153K
Vermillion Wealth Management, Inc. 0.07% Add +24.0% 641 $152K
CVA Family Office, LLC 0.02% No change 634 $150K
Eastern Bank 0.00% Reduce -1.7% 631 $150K
Ascentis Wealth Management, LLC 0.04% No change 620 $147K
Accent Capital Management, LLC 0.06% No change 600 $143K
Coston, McIsaac & Partners 0.04% No change 591 $140K
Gladwyn Financial Advisors, Inc. 0.11% — 575 $136K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +25.8% 560 $133K
Pacific Center for Financial Services 0.04% No change 558 $132K
Townsend Asset Management Corp. /NC/ 0.05% Add +2.8% 554 $131K
Versant Capital Management, Inc 0.02% Add +10.3% 548 $130K
WealthCollab, LLC 0.07% No change 546 $129K
Red Lighthouse Investment Management, LLC 0.05% Reduce -93.0% 535 $127K
Millstone Evans Group, LLC 0.08% No change 517 $123K
Strategic Wealth Partners, Ltd. 0.01% — 512 $121K
Crews Bank & Trust 0.02% No change 509 $121K
Sound Income Strategies, LLC 0.01% Reduce -22.8% 501 $119K
Woodside Wealth Management LLC 0.10% Add +1.8% 497 $118K
Midwest Capital Advisors, LLC 0.06% Reduce -69.7% 489 $116K
Nemes Rush Group LLC 0.01% Reduce -56.0% 489 $116K
Private Wealth Management Group, LLC 0.04% No change 480 $114K
Pflug Koory, LLC 0.06% Add +3.7% 473 $112K
Smallwood Wealth Investment Management, LLC 0.06% Add +7.7% 464 $110K
Armor Investment Advisors, LLC 0.04% No change 456 $108K
Ulland Investment Advisors, LLC 0.09% No change 455 $108K
NFSG Corp 0.02% Reduce -9.9% 453 $107K
Transce3nd, LLC 0.04% Add +10.3% 448 $106K
Conquis Financial LLC 0.10% No change 446 $106K
Founders Capital Management 0.06% No change 446 $106K
VSM Wealth Advisory, LLC 0.03% Reduce -99.3% 380 $105K
Arcadia Investment Advisors LLC 0.05% New 441 $105K
London Co. of Virginia 0.00% Reduce -77.5% 427 $101K
Gables Capital Management Inc. 0.05% No change 424 $100K
Burkett Financial Services, LLC 0.04% Reduce -25.9% 424 $100K
West Oak Capital, LLC 0.05% No change 418 $99K
Woodard & Co. Asset Management Group Inc. 0.02% No change 400 $95K
Mogy Joel R Investment Counsel Inc. 0.01% No change 400 $95K
SWAN Capital LLC 0.04% No change 394 $93K
True Wealth Design, LLC 0.03% No change 392 $93K
GPS Wealth Strategies Group, LLC 0.01% No change 389 $92K
Mb, Levis & Associates, LLC 0.04% No change 384 $91K
Heritage Wealth Advisors 0.00% No change 373 $88K
Ironwood Wealth Management, LLC. 0.03% Add +262.4% 366 $87K
Albion Financial Group 0.01% Reduce -7.9% 360 $85K
Sawyer & Company, Inc 0.03% Add +7.7% 281 $85K
GS Investments, Inc. 0.04% No change 357 $85K
Centennial Bank 0.04% No change 355 $84K
Trifecta Capital Advisors, LLC 0.01% New 355 $84K
Robinswood Financial LLC 0.03% Reduce -0.3% 354 $84K
Family Legacy Financial Solutions, LLC 0.07% — 339 $80K
Atlantic Private Wealth, LLC 0.05% Reduce -40.4% 334 $79K
Realta Investment Advisors 0.03% Add +971.0% 332 $79K
Granite FO LLC 0.04% No change 328 $78K
Kings Path Partners LLC 0.03% No change 323 $77K
Tucker Asset Management LLC 0.02% Add +10.4% 318 $75K
Paladin Advisory Group, LLC 0.06% Add +12.5% 316 $75K
Birchbrook, Inc. 0.04% Add +3.0% 309 $73K
Broadwater Capital Management LLC 0.06% Add +16275.5% 72,871 $73K
American Capital Advisory, LLC 0.04% No change 307 $73K
Mark Sheptoff Financial Planning, LLC 0.04% Reduce -30.6% 300 $71K
FSA Wealth Management LLC 0.03% Add +0.3% 299 $71K
Wealth Preservation Advisors, LLC 0.04% No change 295 $70K
City Holding Co. 0.01% No change 294 $70K
Alerus Financial NA 0.01% New 291 $69K
Vermillion & White Wealth Management Group, LLC 0.04% No change 289 $68K
Headlands Technologies LLC 0.01% No change 287 $68K
Financial Perspectives, Inc 0.02% Add +35.5% 286 $68K
Rossby Financial, LCC 0.03% Add +27.3% 280 $66K
Murphy & Mullick Capital Management Corp 0.05% No change 274 $66K
Crowley Wealth Management, Inc. 0.06% No change 278 $66K
New Republic Capital, LLC 0.02% No change 274 $65K
Ogorek Anthony Joseph /NY/ 0.02% No change 274 $64K
Trust Co 0.01% No change 265 $63K
Kozak & Associates, Inc. 0.01% Add +83.6% 257 $63K
Pandora Wealth, Inc. 0.04% No change 262 $62K
Wood Tarver Financial Group, LLC 0.02% Add +32.3% 262 $62K
Financial Connections Group, Inc. 0.03% Reduce -64.3% 258 $61K
Boreal Capital Management LLC 0.06% — 250 $59K
Evolution Wealth Management Inc. 0.07% — 248 $59K
Comprehensive Financial Planning, Inc. 0.05% Add +0.4% 247 $59K
Allianz SE 0.00% Reduce -99.3% 245 $58K
Hollencrest Capital Management 0.00% New 243 $58K
EPG Wealth Management LLC 0.02% No change 242 $57K
Keystone Financial Group, Inc. 0.04% Reduce -27.2% 236 $57K
SIMA Wealth Partners, LLC 0.05% Reduce -43.0% 241 $57K
HighMark Wealth Management LLC 0.03% Reduce -8.4% 241 $57K
SRH Advisors, LLC 0.02% No change 240 $57K
Hanson & Doremus Investment Management 0.01% No change 238 $56K
ESL Trust Services, LLC 0.01% No change 231 $55K
Marshall & Sterling Wealth Advisors Inc. 0.04% Add +6.0% 230 $55K
Vestor Capital, LLC 0.00% Add +496.7% 5,000 $54K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% Add +15.3% 218 $52K
Acima Private Wealth, LLC 0.02% No change 217 $51K
Gitterman Wealth Management, LLC 0.01% New 214 $51K
Jackson, Grant Investment Advisers, Inc. 0.02% No change 212 $50K
Loomis Sayles & Co. L P 0.00% No change 204 $48K
Bfsg, LLC 0.01% Reduce -39.3% 195 $46K
ORG Partners LLC 0.01% No change 184 $44K
Toth Financial Advisory Corp. 0.01% No change 180 $43K
MeadowBrook Investment Advisors LLC 0.04% New 164 $39K
Byrne Asset Management LLC 0.03% Reduce -16.3% 164 $39K
Union Savings Bank 0.02% No change 158 $38K
Evelyn Partners Investment Management LLP 0.00% No change 160 $38K
Atticus Wealth Management, LLC 0.01% No change 159 $38K
Orion Capital Management LLC 0.01% No change 158 $37K
Tower View Wealth Management LLC 0.02% Reduce -20.5% 155 $37K
Hilltop National Bank 0.01% — 154 $36K
American National Bank & Trust 0.00% Reduce -9.9% 154 $36K
Pin Oak Investment Advisors Inc. 0.03% Add +3.1% 165 $36K
Canton Hathaway, LLC 0.01% No change 150 $36K
Allspring Global Investments Holdings, LLC 0.00% No change 148 $36K
Fuller & Thaler Asset Management, Inc. 0.00% Add +19.1% 150 $36K
Creative Capital Management Investments LLC 0.01% No change 150 $36K
Family Manage LLC 0.01% Reduce -2.0% 150 $36K
Bellevue Asset Management, LLC 0.02% No change 143 $34K
Financial Network Wealth Advisors LLC 0.04% No change 141 $33K
Hopwood Financial Services, Inc. 0.03% No change 135 $32K
Addison Advisors LLC 0.01% No change 133 $32K
Atwood & Palmer Inc. 0.00% No change 132 $31K
Syntax Research, Inc. 0.02% No change 129 $31K
Clarity Asset Management, Inc. 0.02% New 128 $30K
West Branch Capital LLC 0.01% No change 126 $30K
Winch Advisory Services, LLC 0.01% Reduce -18.2% 126 $30K
Roxbury Financial LLC 0.03% Add +0.8% 125 $30K
Promus Capital, LLC 0.02% New 120 $28K
Signature Resources Capital Management, LLC 0.02% No change 119 $28K
Atlantic Edge Private Wealth Management, LLC 0.01% Reduce -26.5% 119 $28K
Concord Wealth Partners 0.00% Reduce -1.6% 119 $28K
Motco 0.00% No change 116 $28K
Inlight Wealth Management, LLC 0.01% No change 114 $27K
Avion Wealth 0.01% No change 116 $27K
Global Trust Asset Management, LLC 0.01% Add +44.0% 108 $26K
Aventura Private Wealth, LLC 0.01% Add +42.7% 107 $25K
Sittner & Nelson, LLC 0.01% No change 107 $25K
Tanglewood Legacy Advisors, LLC 0.01% No change 104 $25K
Financial Gravity Companies, Inc. 0.00% — 103 $24K
Colonial Trust Advisors 0.00% No change 103 $24K
Accredited Wealth Management, LLC 0.02% No change 100 $24K
Navigoe, LLC 0.02% No change 97 $22K
Peachtree Investment Partners, LLC 0.01% Add +2.3% 90 $21K
Chapman Financial Group, LLC 0.02% — 90 $21K
Binnacle Investments Inc 0.01% Add +13.9% 90 $21K
Arlington Trust Co LLC 0.00% No change 90 $21K
Briaud Financial Planning Inc 0.01% No change 88 $20K
Ballast Advisors LLC 0.01% Add +15.3% 83 $20K
Team Financial Group, LLC 0.01% New 82 $19K
Tidemark, LLC 0.01% No change 82 $19K
Total Investment Management Inc. 0.00% New 81 $19K
Curio Wealth, LLC 0.01% Add +2500.0% 78 $18K
Investors Research Corp 0.00% No change 73 $17K
West Paces Advisors Inc. 0.00% No change 72 $17K
Pineridge Advisors LLC 0.01% Reduce -18.5% 66 $16K
Morris Financial Concepts, Inc. 0.01% Add +18.2% 65 $15K
Tradewinds Capital Management, LLC 0.00% No change 65 $15K
Friedenthal Financial 0.01% No change 63 $15K
Richards, Merrill & Peterson, Inc. 0.01% No change 62 $15K
Kentucky Trust Co 0.01% No change 61 $14K
Chesapeake Asset Management LLC 0.01% Reduce -43.0% 61 $14K
Retirement Wealth Solutions LLC 0.01% No change 58 $14K
Solstein Capital, LLC 0.01% New 57 $14K
PMV Capital Advisers, LLC 0.03% New 55 $13K
Decker Retirement Planning Inc. 0.01% New 55 $13K
WFA of San Diego, LLC 0.01% — 52 $12K
MGB Wealth Management, LLC 0.00% No change 50 $12K
Red Tortoise LLC 0.01% No change 48 $11K
Hurley Capital, LLC 0.01% Reduce -81.2% 48 $11K
New Millennium Group LLC 0.01% No change 44 $10K
PFS Partners, LLC 0.01% No change 44 $10K
Joseph Group Capital Management 0.00% New 43 $10K
Thompson Investment Management, Inc. 0.00% Add +43.3% 43 $10K
Van Eck Associates Corp. 0.00% No change 42 $10K
Legacy Investment Solutions, LLC 0.01% — 42 $10K
Legacy Wealth Managment, LLC 0.01% Add +162.5% 42 $10K
Riggs Asset Managment Co. Inc. 0.00% No change 40 $9K
YANKCOM Partnership 0.00% No change 40 $9K
Jackson Hole Capital Partners, LLC 0.00% No change 39 $9K
Provenance Wealth Advisors, LLC 0.00% New 38 $9K
Fairman Group, LLC 0.01% No change 34 $8K
Sofi Wealth, LLC 0.00% Reduce -57.9% 32 $8K
Elevation Point Wealth Partners, LLC 0.00% New 32 $8K
Wolff Wiese Magana LLC 0.00% No change 32 $8K
Painted Porch Advisors LLC 0.00% New 32 $8K
MTM Investment Management, LLC 0.00% No change 32 $8K
Zeit Capital LLC 0.01% No change 31 $7K
Integrity Financial Corp 0.00% Reduce -40.0% 30 $7K
Hemington Wealth Management 0.00% No change 33 $7K
Game Plan Financial Advisors, LLC 0.00% No change 24 $6K
Global Wealth Strategies & Associates 0.00% Reduce -81.2% 23 $5K
Marquette Associates, Inc. 0.01% No change 22 $5K
CNB Bank 0.00% New 22 $5K
Arvest Investments, Inc. 0.00% No change 22 $5K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 20 $5K
Hoey Investments, Inc. 0.00% Add +142.9% 17 $4K
Hamilton Point Investment Advisors, LLC 0.00% No change 12 $3K
Nova Wealth Management, Inc. 0.00% Reduce -50.0% 11 $3K
Copia Wealth Management 0.00% No change 10 $2K
Rosenberg Matthew Hamilton 0.00% No change 10 $2K
Absher Wealth Management, LLC 0.00% No change 8 $2K
Morse Asset Management, Inc 0.00% Reduce -22.2% 7 $2K
Van Den Berg Management I, Inc. 0.00% Reduce -46.1% 7 $2K
Putney Financial Group LLC 0.00% No change 5 $1K
Your Advocates Ltd., LLP 0.00% Reduce -58.3% 5 $1K
Rice Partnership, LLC 0.00% Reduce -58.3% 5 $1K
Cedar Mountain Advisors, LLC 0.00% No change 5 $1K
Providence Capital Advisors, LLC 0.00% New 4 $948
Redmont Wealth Advisors LLC 0.00% No change 3 $711
Eukles Asset Management 0.00% No change 3 $711
Arjuna Capital 0.00% Reduce -98.3% 2 $474
GoalVest Advisory LLC 0.00% Reduce -100.0% 2 $474
Vision Financial Markets LLC 0.00% Add +100.0% 2 $238
Safe Harbor Fiduciary, LLC 0.00% No change 1 $237
Running Point Capital Advisors, LLC 0.00% No change 1 $237
Rakuten Securities, Inc. 0.00% Reduce -99.5% 1 $237

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