Vanguard Most SM-Cap ETF-UsdVBETF

13F holders, Q3 2025 (September 30)
2,198holders +29
111new positions
64sold out
7famous investors
$254.39avg. 13F price*

At the end of Q3 2025, 2,198 institutions reported holding Vanguard Most SM-Cap ETF-Usd (VB) in their 13F filings, up 29 from Q2 2025. 111 opened new positions and 64 sold out. The largest holders were Bank of America Corp. ($6.0B), Morgan Stanley ($2.0B) and Wells Fargo & Company ($1.6B). 7 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions111$167.7M
Exits64$72.3M

All 13F filers, Q2 2025 → Q3 2025: 6,949,537 shares bought and 9,595,682 shares sold, net −2,646,145 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,198 holders

Bank of America Corp. 0.45% Reduce -3.3% 23,457,699 $6.0B
Morgan Stanley 0.12% Add +0.5% 7,779,544 $2.0B
Wells Fargo & Company 0.32% Add +4.1% 6,111,140 $1.6B
Envestnet Asset Management Inc. 0.32% Reduce -16.8% 4,308,811 $1.1B
LPL Financial LLC 0.29% Add +1.0% 3,966,099 $1.0B
UBS Group AG 0.19% Reduce -6.0% 3,850,412 $979.1M
Mercer Global Advisors Inc. 1.36% Add +13.2% 3,194,576 $812.3M
Northwestern Mutual Wealth Management Co. 0.45% Add +5.0% 2,677,958 $681.0M
Jones Financial Companies LLLP 0.46% Reduce -62.1% 2,639,026 $672.5M
Captrust Financial Advisors 1.30% Add +5.2% 2,513,129 $639.0M
Ameriprise Financial Inc. 0.14% Reduce -0.0% 2,341,719 $595.3M
Royal Bank of Canada 0.10% Reduce -1.6% 2,273,891 $578.2M
Raymond James Financial Inc. 0.18% Add +0.4% 2,222,028 $565.0M
Creative Planning 0.38% Reduce -0.0% 1,964,964 $499.7M
PNC Financial Services Group, Inc. 0.30% Add +1.3% 1,941,451 $493.7M
Charles Schwab Investment Management Inc. 0.08% Reduce -6.6% 1,884,675 $479.2M
Mariner, LLC 0.60% Add +6.7% 1,823,575 $463.7M
Bank of New York Mellon Corp 0.08% Reduce -1.5% 1,793,594 $456.1M
Goldman Sachs Group Inc. 0.06% Reduce -1.6% 1,684,406 $428.3M
Wealthfront Advisers LLC 0.89% Add +2.0% 1,497,626 $380.8M
CIBC Private Wealth Group LLC 0.55% Add +7.5% 1,269,344 $322.8M
Stifel Financial Corp. 0.27% Add +3.1% 1,148,733 $292.1M
FMR LLC 0.02% Reduce -0.5% 1,146,768 $291.6M
Wellington Management Group LLP 0.05% Reduce -10.6% 1,128,987 $287.1M
Focus Partners Wealth 0.46% Add +534.1% 1,125,295 $286.2M
Mission Wealth Management, LP 5.81% Add +3.3% 1,116,598 $283.9M
JPMorgan Chase & Co. 0.02% Add +4.8% 1,114,108 $283.3M
Cetera Investment Advisers 0.33% Add +68.4% 1,106,771 $281.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 6.77% Add +84.8% 1,078,309 $274.2M
Commonwealth Equity Services, LLC 0.35% Reduce -4.5% 1,050,178 $267.0M
HighTower Advisors, LLC 0.27% Add +9.3% 939,059 $238.8M
Tiaa Trust, National Association 0.58% Reduce -0.9% 933,992 $237.5M
Glenmede Investment Management, LP 1.10% Add +4.0% 892,178 $226.9M
Osaic Holdings, Inc. 0.30% Add +12.5% 831,674 $211.1M
Wealthspire Advisors, LLC 1.06% Reduce -0.9% 793,728 $201.8M
Baird Financial Group, Inc. 0.31% Reduce -3.2% 751,095 $191.0M
Nicholas Hoffman & Company, LLC. 4.58% Add +6.4% 744,231 $189.2M
Bank of Montreal 0.08% Add +10.4% 734,875 $186.9M
Cerity Partners LLC 0.27% Add +3.5% 650,785 $165.5M
State Street Corp. 0.01% Add +63.6% 627,607 $160.1M
Vanguard Group Inc. 0.00% Add +0.7% 616,228 $156.7M
Badgley Phelps Wealth Managers, LLC 3.02% Add +1.0% 563,504 $143.7M
Cullen/Frost Bankers, Inc. 1.65% Add +2.0% 556,931 $141.6M
Clearstead Advisors, LLC 2.01% Add +1.3% 541,189 $137.6M
Davis R M Inc. 2.31% Add +0.9% 520,039 $132.2M
1832 Asset Management L.P. 0.21% Reduce -19.6% 496,810 $126.3M
Pathstone Holdings, LLC 0.48% Reduce -15.4% 495,876 $126.1M
Moneta Group Investment Advisors LLC 1.00% Add +3.7% 495,332 $126.0M
Truist Financial Corp. 0.16% Add +0.7% 452,544 $115.1M
Pinnacle Associates Ltd. 1.52% Add +2.4% 451,808 $114.9M
Corient Private Wealth LP 0.18% Reduce -6.0% 449,156 $113.9M
Efficient Advisors, LLC 6.31% Add +1.4% 440,196 $111.9M
Natixis Advisors, LLC 0.16% Reduce -21.8% 439,846 $111.8M
Fusion Family Wealth, LLC 7.88% Add +0.3% 413,818 $105.2M
MML Investors Services, LLC 0.27% Reduce -0.2% 395,480 $100.6M
Peapack Gladstone Financial Corp. 1.30% Add +1.8% 392,469 $99.8M
Wealth Enhancement Advisory Services, LLC 0.15% Add +1.4% 390,154 $99.8M
Rockefeller Capital Management L.P. 0.19% Add +35.4% 384,171 $97.7M
Baker Avenue Asset Management, LP 2.33% Add +0.2% 382,307 $97.2M
Equitable Holdings, Inc. 0.69% Add +5.1% 371,216 $94.4M
Invictus Private Wealth, LLC 5.73% Add +3.2% 359,812 $91.5M
Comerica Bank 0.34% Add +12.8% 357,115 $90.8M
Private Advisor Group, LLC 0.44% Reduce -0.7% 354,051 $90.0M
Heartwood Wealth Advisors LLC 8.28% Add +0.9% 349,079 $88.8M
Cambridge Investment Research Advisors, Inc. 0.24% Add +5.3% 344,471 $87.6M
Millburn Ridgefield LLC 2.07% No change 341,352 $86.8M
Catalyst Capital Advisors LLC 1.75% No change 341,352 $86.8M
Karpus Management, Inc. 2.66% Add +1.5% 329,883 $83.9M
Janus Henderson Group PLC 0.04% Reduce -2.0% 326,077 $82.9M
Citigroup Inc. 0.06% Reduce -0.3% 324,199 $82.4M
M&T Bank Corp 0.27% Add +0.9% 314,766 $80.0M
Coldstream Capital Management Inc. 1.07% Add +49.2% 311,263 $79.2M
Fifth Third Bancorp 0.25% Add +0.4% 309,932 $78.8M
Provida Pension Fund Administrator 1.33% Reduce -22.8% 300,848 $76.5M
Teacher Retirement System of Texas 0.31% No change 299,349 $76.1M
Trustmark Bank Trust Department 4.89% Reduce -12.1% 296,122 $75.3M
Lincoln National Corp. 2.12% Add +0.2% 292,563 $74.4M
Assetmark, Inc. 0.15% Reduce -11.7% 283,540 $72.1M
Gibraltar Capital Management, Inc. 12.74% Reduce -36.6% 279,251 $71.0M
US Bancorp \de 0.08% Reduce -0.5% 278,376 $70.8M
Park Avenue Securities LLC 0.55% Add +3.8% 277,748 $70.6M
Country Trust Bank 1.48% Add +28.2% 266,719 $67.8M
Vista Capital Partners, Inc. 6.86% Reduce -0.2% 265,208 $67.4M
Wit, LLC 1.50% Add +6.4% 260,555 $66.3M
Merit Financial Group, LLC 0.60% Add +21.2% 258,587 $65.8M
Smithfield Trust Co 2.93% Reduce -0.7% 257,086 $65.5M
Pittenger & Anderson Inc. 2.38% Add +1.7% 255,561 $65.0M
Center for Financial Planning, Inc. 6.90% Reduce -3.4% 253,691 $64.5M
Auto-Owners Insurance Co 1.63% No change 249,028 $63.3M
Chandler Asset Management, Inc. 10.38% Reduce -7.3% 248,675 $63.2M
Bessemer Group Inc. 0.09% Reduce -1.7% 242,349 $61.6M
CX Institutional 1.84% Add +14.8% 237,926 $60.5M
Betterment LLC 0.12% Reduce -3.9% 234,687 $59.7M
Pandi, LLC 7.85% No change 232,630 $59.2M
Employees Retirement System of Texas 0.54% No change 226,425 $57.6M
Vantagepoint Investment Advisers LLC 0.47% New 225,590 $57.4M
First Command Advisory Services, Inc. 0.38% Reduce -5.5% 207,231 $52.7M
Kestra Advisory Services, LLC 0.24% Reduce -2.2% 201,881 $51.3M
Ellenbecker Investment Group 7.48% Reduce -0.7% 198,973 $50.6M
CENTRAL TRUST Co 1.05% Add +6.7% 197,653 $50.3M
MAI Capital Management 0.31% Add +4.3% 196,765 $50.0M
Thrivent Financial for Lutherans 0.10% Reduce -12.5% 191,241 $48.6M
American Trust 4.10% Add +0.1% 190,926 $48.5M
Joel Isaacson & Co., LLC 1.74% Add +1.4% 189,246 $48.1M
NewEdge Advisors, LLC 0.21% Reduce -5.8% 183,267 $46.6M
Janney Montgomery Scott LLC 0.11% Reduce -4.8% 182,472 $46.4M
Choreo, LLC 0.59% Reduce -0.0% 178,501 $45.5M
Cary Street Partners Financial LLC 1.18% Add +7.0% 178,506 $45.4M
Citizens Financial Group Inc. 0.61% Reduce -0.3% 173,709 $44.3M
Alps Advisors Inc. 0.25% Add +0.5% 173,545 $44.1M
MilWealth Group LLC 10.56% Add +0.4% 170,395 $43.3M
TCV Trust & Wealth Management, Inc. 3.62% Reduce -0.8% 169,868 $43.2M
Garde Capital, Inc. 2.16% Add +1.4% 168,678 $42.9M
Ballast, Inc. 10.37% Add +2.3% 167,436 $42.6M
Chicago Partners Investment Group LLC 1.09% Add +6.5% 160,937 $41.5M
Parallel Advisors, LLC 0.74% Reduce -0.3% 158,099 $40.2M
Connecticut Wealth Management, LLC 1.76% Reduce -10.0% 155,955 $39.7M
Pinnacle Wealth Management Advisory Group, LLC 2.97% Add +6.4% 155,458 $39.5M
Investments & Financial Planning, LLC 20.99% Reduce -2.4% 152,767 $38.8M
Regions Financial Corp. 0.25% Add +1.2% 152,271 $38.7M
Compound Planning, Inc. 1.25% Add +10.0% 151,295 $38.5M
Wealthquest Corp 3.03% Add +1.1% 149,564 $38.0M
MPS Loria Financial Planners, LLC 10.10% Add +2.1% 149,475 $38.0M
Avior Wealth Management, LLC 1.21% Add +7.8% 147,846 $37.6M
Sanctuary Advisors, LLC 0.21% Add +6.1% 147,161 $37.4M
Heritage Investors Management Corp. 1.10% Reduce -0.6% 145,217 $36.9M
Legacy Financial Group LLC 4.82% Add +0.9% 144,901 $36.8M
Aufman Associates Inc 20.67% Reduce -0.9% 144,456 $36.7M
Axxcess Wealth Management, LLC 0.78% Add +8.7% 144,311 $36.7M
Chatham Capital Group, Inc. 5.06% Reduce -6.5% 138,248 $35.2M
Clark Asset Management, LLC 4.06% Add +9.6% 137,444 $34.9M
Acorn Financial Advisory Services Inc. 5.36% Add +1.3% 137,394 $34.9M
Scott Capital Advisors, LLC 7.88% Add +2.4% 135,024 $34.8M
SCS Capital Management LLC 0.38% Reduce -0.2% 136,412 $34.7M
Apella Capital, LLC 0.77% Add +67.2% 136,564 $34.6M
AMG National Trust Bank 0.84% Add +2.2% 134,737 $34.3M
Moller Wealth Partners 7.04% Reduce -1.9% 132,769 $33.8M
Northern Trust Corp. 0.00% Add +0.2% 131,886 $33.5M
Mountain Capital Investment Advisors Inc. 5.89% Reduce -6.6% 131,207 $33.5M
CBIZ Investment Advisory Services, LLC 1.31% Reduce -3.5% 131,414 $33.4M
WP Advisors, LLC 8.48% Reduce -4.8% 131,259 $33.4M
AA Financial Advisors, LLC 6.50% Add +4.5% 130,048 $33.1M
Whelan Financial 10.44% Reduce -1.1% 129,584 $33.0M
Pure Financial Advisors, LLC 0.51% Add +1.3% 126,289 $32.1M
Randolph Co Inc 3.11% Add +4.0% 125,992 $32.0M
Northeast Investment Management 1.29% Add +3.5% 125,578 $31.9M
Capital Asset Advisory Services LLC 1.36% Add +7.2% 124,256 $31.6M
Composition Wealth, LLC 0.47% Reduce -32.5% 123,925 $31.5M
Lido Advisors, LLC 0.13% Add +22.6% 122,177 $31.2M
St Germain D J Co. Inc. 1.24% Add +0.6% 121,427 $30.9M
Bluestem Financial Advisors, LLC 12.04% Add +3.5% 121,045 $30.8M
Brown Financial Advisory 15.90% Add +1.9% 119,437 $30.4M
&partners 0.19% Add +16.9% 118,677 $30.2M
Wolff Financial Management LLC 6.95% Add +3.6% 117,701 $29.9M
United Capital Financial Advisors, LLC 0.21% Add +1.5% 117,462 $29.9M
Beacon Pointe Advisors, LLC 0.25% Add +72.0% 117,291 $29.8M
NewEdge Wealth, LLC 0.43% Reduce -0.8% 116,924 $29.7M
Cwm, LLC 0.09% Add +20.6% 116,187 $29.5M
D.A. Davidson & Co. 0.19% Add +5.8% 116,128 $29.5M
Manufacturers Life Insurance Company, The 0.02% Reduce -3.1% 115,236 $29.3M
Flow Traders U.S. LLC 1.18% New 114,283 $29.1M
Johnson Financial Group, LLC 2.65% Add +2.4% 114,106 $29.0M
Leavell Investment Management, Inc. 1.22% Reduce -2.8% 113,081 $28.8M
Focus Partners Advisor Solutions, LLC 0.32% Add +49.7% 111,121 $28.4M
Modera Wealth Management, LLC 0.33% Reduce -0.7% 110,522 $28.1M
Bank of Hawaii 1.39% Reduce -0.6% 109,667 $27.9M
Procyon Advisors, LLC 1.65% Add +864.4% 109,182 $27.8M
Nuveen, LLC 0.01% Add +371.1% 108,880 $27.7M
Brookstone Capital Management 0.33% Add +10.3% 107,961 $27.5M
Howard Capital Management Group, LLC 1.73% Add +1.8% 107,764 $27.4M
Searcy Financial Services Inc. 10.41% Add +0.5% 107,732 $27.4M
BLB&B Advisors, LLC 1.18% Reduce -17.8% 107,370 $27.3M
SP Asset Management LLC 2.16% Reduce -2.0% 106,809 $27.2M
Orion Porfolio Solutions, LLC 0.21% Add +9.9% 106,281 $27.0M
Stephens Inc. 0.34% Add +1.0% 105,840 $26.9M
Capitolis Liquid Global Markets LLC 0.21% Reduce -46.8% 105,800 $26.9M
Associated Banc-Corp 0.71% Add +12.2% 105,493 $26.8M
CreativeOne Wealth, LLC 0.65% Add +2.1% 104,314 $26.5M
Steward Partners Investment Advisory, LLC 0.15% Add +4.8% 104,173 $26.5M
Integrated Wealth Concepts LLC 0.24% Add +1.1% 103,452 $26.3M
MBE Wealth Management, LLC 10.90% Reduce -1.6% 99,127 $25.2M
Patriot Investment Management Group, Inc. 1.63% Reduce -1.1% 98,300 $25.0M
Summit Financial, LLC 0.38% Add +14.5% 97,105 $24.7M
Full Sail Capital, LLC 1.35% Reduce -2.8% 96,339 $24.5M
Brown Advisory Inc. 0.03% Reduce -0.5% 96,294 $24.5M
3Chopt Investment Partners, LLC 5.52% Reduce -1.7% 95,047 $24.2M
Woodmont Investment Counsel LLC 1.60% Reduce -5.4% 94,965 $24.1M
Summit Trail Advisors, LLC 0.33% Reduce -12.5% 92,701 $23.6M
WBH Advisory Inc. 1.80% Reduce -2.1% 92,729 $23.6M
Montag A & Associates Inc. 1.08% Reduce -5.2% 91,827 $23.4M
Financial Engines Advisors L.L.C. 0.04% Reduce -2.8% 90,702 $23.1M
Glenview Trust Co 0.36% Reduce -1.0% 89,752 $22.8M
Cyndeo Wealth Partners, LLC 1.24% Reduce -2.5% 87,649 $22.3M
Forvis Mazars Wealth Advisors, LLC 0.44% Reduce -8.5% 86,836 $22.1M
Hurlow Wealth Management Group, Inc. 5.70% Add +3.4% 86,541 $22.0M
Burrus Financial Services, Inc. 10.02% Add +1.8% 85,922 $21.9M
Koesten, Hirschmann & Crabtree, INC. 10.39% Add +0.9% 85,639 $21.8M
Crewe Advisors LLC 2.08% No change 85,513 $21.7M
Oak Hill Wealth Advisors, LLC 4.02% Add +6.5% 84,461 $21.5M
BCK Partners, Inc. 11.54% Add +6.2% 84,290 $21.4M
Cadence Bank 1.30% Add +5.2% 83,949 $21.3M
HB Wealth Management, LLC 0.14% Add +12.1% 83,129 $21.1M
Kohmann Bosshard Financial Services, LLC 2.16% Reduce -6.4% 82,764 $21.0M
Koshinski Asset Management, Inc. 1.50% Add +4.8% 82,667 $21.0M
Bleakley Financial Group, LLC 0.49% Reduce -4.6% 82,555 $21.0M
Marshall Financial Group Inc. 5.72% Add +0.9% 81,738 $20.8M
MBM Wealth Consultants, LLC 5.12% Reduce -1.2% 81,164 $20.6M
StoneX Group Inc. 0.89% Add +4.0% 80,364 $20.5M
Financial Synergies Wealth Advisors, Inc. 2.05% Reduce -2.1% 79,497 $20.2M
Whitegate Investment Counselors, Inc. 6.64% Reduce -1.1% 79,371 $20.2M
First Manhattan Co. Llc. 0.05% Add +1.3% 79,039 $20.2M
Compton Wealth Advisory Group, LLC 4.64% Add +1.9% 78,810 $20.0M
Savant Capital, LLC 0.12% Add +129.1% 78,433 $19.9M
Twele Capital Management, Inc. 3.65% Add +1.0% 77,735 $19.8M
Daymark Wealth Partners, LLC 0.67% Add +0.5% 77,649 $19.7M
AQR Capital Management 0.01% Add +78.3% 77,491 $19.7M
Berkshire Asset Management LLC 0.84% Add +2.8% 77,391 $19.7M
Charles Schwab Trust Co 1.34% Add +0.3% 77,383 $19.7M
Elm Partners Management LLC 0.98% Add +200.2% 77,009 $19.6M
DeDora Capital, Inc. 4.70% Add +2.1% 76,517 $19.5M
Curran Financial Partners, LLC 3.81% Add +18.0% 75,755 $19.3M
Roof Eidam Maycock Peralta, LLC 4.68% Reduce -3.1% 75,674 $19.2M
Simon Quick Advisors, LLC 0.87% Add +4.4% 75,474 $19.2M
Aspiriant, LLC 0.59% Add +7.5% 75,267 $19.1M
Salem Investment Counselors Inc. 0.54% Add +0.4% 74,509 $19.0M
Envestnet Portfolio Solutions, Inc. 0.07% Reduce -6.4% 74,692 $19.0M
Tectonic Advisors LLC 1.03% Add +4.4% 74,494 $18.9M
Brass Tax Wealth Management, Inc. 3.08% Reduce -47.1% 72,802 $18.5M
NorthCoast Asset Management LLC 0.07% Reduce -16.5% 72,463 $18.4M
Alliancebernstein L.P. 0.01% Add +2.7% 72,348 $18.4M
Drucker Wealth 3.0, LLC 3.26% Reduce -20.4% 72,116 $18.3M
SAM Advisors, LLC 5.89% Add +1.0% 71,918 $18.3M
Crane Advisory, LLC 2.86% Reduce -4.4% 71,279 $18.2M
Tidal Investments LLC 0.08% Add +229.5% 71,552 $18.2M
Fiduciary Wealth Partners, LLC 7.59% Add +229.7% 71,108 $18.1M
Marietta Wealth Management, LLC 2.21% Add +2.7% 70,988 $18.1M
Sage Rhino Capital LLC 3.49% Add +0.9% 70,976 $18.0M
Great Valley Advisor Group, Inc. 0.36% Reduce -0.8% 70,841 $18.0M
Atria Investments, Inc 0.20% Add +1.2% 69,968 $17.8M
Strategic Investment Advisors / MI 1.59% Reduce -99.9% 50 $17.7M
Golden Road Advisors LLC 10.12% Add +0.7% 68,752 $17.5M
Noble Family Wealth, LLC 3.85% Add +10.8% 68,743 $17.5M
Gemmer Asset Management LLC 1.40% Reduce -5.6% 68,446 $17.4M
QRG Capital Management, Inc. 0.21% Add +7.8% 68,435 $17.4M
Wealthspire Retirement, LLC 1.11% Add +2.5% 68,321 $17.4M
Agf Management Ltd. 0.08% Reduce -1.7% 66,947 $17.0M
Abound Wealth Management 4.25% Add +2.0% 66,802 $17.0M
Kestra Private Wealth Services, LLC 0.22% Add +0.2% 65,696 $16.7M
Acropolis Investment Management, LLC 0.85% Add +3.6% 70,475 $16.7M
Permanent Capital Management, LP 3.11% — 65,293 $16.7M
Whittier Trust Co. of Nevada Inc. 0.35% Reduce 0.0% 64,381 $16.6M
McIlrath & Eck, LLC 1.70% Add +9.1% 64,579 $16.4M
Bristlecone Advisors, LLC 1.36% Add +1.1% 64,155 $16.3M
O'shaughnessy Asset Management, LLC 0.09% Add +2.0% 63,567 $16.2M
Rainey & Randall Wealth Advisors Inc. 2.70% Add +5.3% 63,362 $16.2M
Trust Co of the South 2.67% No change 63,362 $16.1M
CRA Financial Services, LLC 2.20% Add +2.0% 63,264 $16.1M
Nelson Capital Management, LLC 1.91% Reduce -0.1% 63,215 $16.1M
Allworth Financial LP 0.07% Reduce -0.5% 63,105 $16.0M
Wealth Architects, LLC 1.50% Reduce -0.8% 62,642 $15.9M
Bradley Foster & Sargent Inc. 0.23% Reduce -0.1% 61,065 $15.5M
Cresset Asset Management, LLC 0.07% Add +2.5% 60,810 $15.5M
AJ Advisors, LLC 6.35% Add +2.4% 60,969 $15.5M
Blair William & Co. 0.04% Add +1.4% 59,600 $15.2M
J.W. Cole Advisors, Inc. 0.28% Add +5.1% 57,800 $14.7M
Johnson Investment Counsel Inc. 0.12% Add +2.0% 57,565 $14.6M
Vigilare Wealth Management 5.06% Add +53.6% 57,487 $14.6M
McAdam, LLC 0.72% Add +5.4% 57,392 $14.6M
Burling Wealth Partners, LLC 2.41% Add +2.7% 57,334 $14.6M
Plum Street Advisors, LLC 5.62% Add +1.6% 57,272 $14.6M
AlphaCore Capital LLC 0.49% Add +0.8% 57,040 $14.6M
EverSource Wealth Advisors, LLC 0.57% Reduce -1.6% 56,791 $14.4M
Tribridge Partners Financial LLC 6.61% Add +26.1% 56,131 $14.4M
Allianz SE 0.31% Add +23004.1% 56,605 $14.4M
Wedmont Private Capital 0.53% Reduce -0.6% 56,270 $14.4M
McClarren Financial Advisors, Inc. 8.65% Reduce -5.4% 53,914 $14.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.28% Reduce -1.7% 55,597 $14.1M
GoalFusion Wealth Management, LLC 6.69% Add +1.2% 55,112 $14.0M
ETF Portfolio Partners, Inc. 3.73% Reduce -0.1% 55,083 $14.0M
VSM Wealth Advisory, LLC 4.35% Add +14375.5% 55,007 $14.0M
OneAscent Financial Services LLC 0.93% Add +11.1% 54,528 $13.9M
White Wing Wealth Management 8.61% Add +1.9% 54,386 $13.9M
Frisco Financial Planning LLC 11.81% Add +1.6% 54,414 $13.8M
TD Private Client Wealth LLC 0.31% Add +5.8% 54,315 $13.8M
Atmos Advisory, LLC 8.33% Reduce -0.1% 53,762 $13.7M
RFG Holdings, Inc. 3.52% Add +8.2% 53,640 $13.6M
JFG Wealth Management, LLC 2.63% Reduce -1.8% 52,765 $13.4M
25 LLC 4.57% Add +0.2% 52,741 $13.4M
First National Corp. /Ma/ 2.54% Add +1.9% 52,519 $13.4M
Sage Financial Group Inc. 0.91% Add +1.9% 52,352 $13.3M
Riverview Capital Advisers, LLC 3.85% Reduce -1.6% 52,344 $13.3M
Aries Wealth Management 3.14% Add +3.7% 52,145 $13.3M
Focused Wealth Management, Inc 1.42% Add +5.0% 51,648 $13.1M
Smith & Howard Wealth Management, LLC 3.06% Reduce -0.2% 51,564 $13.1M
Asset Management Group, Inc. 2.14% Reduce -0.2% 51,534 $13.1M
Capital Group Private Client Services, Inc. 0.22% Add +5.8% 51,472 $13.1M
Capital Advisors Inc. 0.22% Add +187.2% 51,157 $13.0M
PDS Planning, Inc 0.89% Reduce -1.1% 50,861 $12.9M
Dunhill Financial, LLC 4.34% Reduce -35.1% 50,813 $12.9M
Benjamin Edwards Inc. 0.15% Add +122.6% 50,502 $12.8M
Arbor Wealth Advisors LLC 9.56% Add +0.0% 50,360 $12.8M
St. Louis Trust Co 1.59% Add +2.6% 50,155 $12.8M
Staley Capital Advisers Inc. 0.52% Reduce -3.4% 49,672 $12.6M
Oppenheimer & Co. Inc. 0.15% Add +0.4% 49,654 $12.6M
Clarity Wealth Advisors, LLC 2.76% Add +2.9% 49,305 $12.5M
Whittier Trust Co. 0.14% Reduce -8.9% 48,426 $12.5M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.72% Add +25.8% 48,929 $12.4M
Ashton Thomas Private Wealth, LLC 0.32% Add +178.5% 48,722 $12.4M
Penserra Capital Management LLC 0.15% Add +13.7% 48,651 $12.4M
GeoWealth Management, LLC 0.45% Reduce -1.7% 48,461 $12.3M
OneDigital Investment Advisors LLC 0.13% Add +2.5% 48,410 $12.3M
Bartlett & Co. Wealth Management LLC 0.16% Add +0.4% 48,262 $12.3M
Concurrent Investment Advisors, LLC 0.21% Add +8.5% 48,379 $12.3M
Roberts Wealth Advisors, LLC 3.27% Add +0.1% 48,357 $12.3M
Vawter Financial, Ltd. 5.54% Add +3725.1% 48,005 $12.2M
Mitchell McLeod Pugh & Williams Inc. 1.96% Add +24.2% 47,318 $12.2M
Cynosure Group, LLC 1.32% Add +7.1% 47,926 $12.2M
Canandaigua National Bank & Trust Co. 1.07% Reduce -0.7% 47,884 $12.2M
David Kennon Inc 4.38% Reduce -1.4% 47,836 $12.2M
World Investment Advisors 0.25% Reduce -3.0% 47,410 $12.1M
Arrow Financial Corp 1.23% Reduce -3.6% 47,362 $12.0M
Kathmere Capital Management, LLC 0.85% Add +0.8% 47,132 $12.0M
High Note Wealth, LLC 2.41% Add +1.3% 47,125 $12.0M
Bear Mountain Capital, Inc. 4.01% Add +3.3% 46,539 $12.0M
Stratos Wealth Partners, LTD. 0.14% Add +6.1% 46,754 $11.9M
Rossmore Private Capital 1.28% Add +0.5% 46,632 $11.9M
Ballentine Partners, LLC 0.16% Reduce -0.5% 46,536 $11.8M
U.S. Capital Wealth Advisors, LLC 0.32% Add +5.5% 46,345 $11.8M
Integral Investment Advisors, Inc. 3.17% Add +0.9% 46,294 $11.8M
Mason & Associates, LLC 2.93% Add +0.0% 49,289 $11.7M
Savvy Advisors, Inc. 0.53% Add +101.3% 45,684 $11.6M
Cherry Tree Wealth Management, LLC 2.55% Add +3.9% 45,629 $11.6M
Spectrum Financial Alliance Ltd LLC 2.84% Reduce -0.1% 45,585 $11.6M
VestGen Advisors, LLC 0.38% Add +8.1% 45,371 $11.5M
Sage Mountain Advisors LLC 0.66% Reduce -0.2% 45,269 $11.5M
Capital Planning LLC 3.31% Add +2.1% 44,582 $11.4M
Peddock Capital Advisors, LLC 2.45% Add +0.2% 44,648 $11.4M
Berman McAleer LLC 1.58% — 44,324 $11.3M
Empowered Funds, LLC 0.11% Add +18.1% 44,304 $11.3M
Manning & Napier Advisors LLC 0.14% Add +3.9% 44,217 $11.2M
Waverly Advisors, LLC 0.11% Add +2.3% 44,201 $11.2M
BOK Financial Private Wealth, Inc. 0.71% Reduce -10.3% 44,035 $11.2M
Caprock Group, LLC 0.28% — 44,351 $11.2M
Fee-Only Financial Planning, L.C. 6.50% Reduce -0.0% 43,807 $11.1M
Perigon Wealth Management, LLC 0.23% Reduce -1.0% 43,759 $11.1M
Diversify Wealth Management, LLC 0.64% Add +1.2% 43,621 $11.1M
Leeward Financial Partners, LLC 3.16% Add +6.5% 43,617 $11.1M
Apollon Wealth Management, LLC 0.20% Reduce -2.8% 43,435 $11.0M
DORVAL Corp 3.64% Add +4.3% 43,237 $11.0M
JDM Financial Group LLC 4.59% Add +0.9% 46,027 $10.9M
James J. Burns & Company, LLC 1.62% Add +4.3% 42,757 $10.9M
Fonville Wealth Management LLC 2.44% Add +0.6% 42,669 $10.9M
Harbor Advisory Corp. 3.21% Add +2.8% 42,702 $10.9M
Red Wave Investments LLC 3.32% Add +1.3% 42,517 $10.8M
Code Waechter LLC 7.05% Add +22.3% 42,240 $10.8M
NORTHSTAR ASSET MANAGEMENT Co 2.31% Add +1.4% 42,304 $10.8M
Praetorian Wealth Management, Inc. 2.20% Add +2.1% 42,235 $10.7M
Madrona Financial Services, LLC 2.37% Add +1.7% 42,212 $10.7M
Agate Pass Investment Management, LLC 4.06% Reduce -1.1% 41,960 $10.7M
Beacon Financial Strategies CORP 6.19% Add +3.0% 41,234 $10.5M
TD Capital Management LLC 0.94% Reduce -0.1% 41,120 $10.5M
Fiduciary Advisors, Inc. 8.41% Add +4.0% 40,959 $10.4M
Nicolet Advisory Services, LLC 0.81% Reduce -7.8% 40,597 $10.4M
Beirne Wealth Consulting Services, LLC 2.47% Add +0.3% 40,417 $10.3M
Culbertson A N & Co. Inc. 1.44% Add +3.2% 40,146 $10.2M
Horizons Wealth Management 7.00% Add +0.1% 40,091 $10.2M
Petredis Investment Advisors LLC 0.82% Reduce -1.9% 39,958 $10.2M
Bridges Investment Management Inc. 0.13% Reduce -3.0% 39,832 $10.1M
BlueSky Wealth Advisors, LLC 1.36% Reduce -3.9% 39,805 $10.1M
Brick & Kyle, Associates 3.73% Add +7.7% 39,551 $10.1M
Hoge Financial Services, LLC 5.76% Add +0.5% 39,505 $10.0M
Single Point Partners, LLC 2.03% Add +1.0% 39,309 $10.0M
Kearns & Associates LLC 5.26% Add +0.1% 39,004 $9.9M
Susquehanna International Group, LLP 0.01% Reduce -34.6% 38,951 $9.9M
Circle Wealth Management, LLC 0.19% No change 38,886 $9.9M
Evergreen Capital Management LLC 0.23% Add +1.6% 38,604 $9.8M
Chilton Capital Management LLC 0.33% Reduce -3.5% 38,724 $9.8M
Rwa Wealth Partners, LLC 0.11% Reduce -1.0% 38,678 $9.8M
Bokf, NA 0.15% Add +5.9% 38,183 $9.7M
Ellevest, Inc. 1.38% Add +9.6% 37,956 $9.7M
CSM Advisors, LLC 0.27% Reduce -4.0% 37,904 $9.6M
Sandy Cove Advisors, LLC 3.06% Add +0.9% 37,655 $9.6M
Lokken Investment Group LLC 3.25% Add +2.0% 37,247 $9.5M
Cornerstone National Bank & Trust Co 3.83% Add +1.3% 36,947 $9.4M
Flagship Harbor Advisors, LLC 0.41% Reduce -13.1% 36,854 $9.4M
Old Mission Investment Co LLC 2.28% Add +8.7% 36,635 $9.3M
Orgel Wealth Management, LLC 0.21% Reduce -25.0% 36,749 $9.3M
Black Diamond Financial, LLC 1.04% Add +8.8% 36,638 $9.3M
Wealthcare Advisory Partners LLC 0.19% Reduce -2.6% 36,516 $9.3M
TriaGen Wealth Management LLC 2.42% Add +4.1% 36,488 $9.3M
Systelligence, LLC 1.76% Add +3.9% 36,481 $9.3M
Waller Financial Planning Group, Inc. 2.12% Reduce -0.7% 36,400 $9.3M
Principal Securities, Inc. 0.15% Add +4.6% 36,286 $9.2M
Sand Hill Global Advisors, LLC 0.32% Reduce -3.2% 36,282 $9.2M
Evolution Wealth Advisors, LLC 1.24% Add +0.1% 36,251 $9.2M
SouthState Bank Corp 0.42% Reduce -41.9% 35,959 $9.1M
Archford Capital Strategies, LLC 1.08% New 35,820 $9.1M
Verum Partners LLC 1.94% Reduce -0.6% 35,771 $9.1M
Prospera Financial Services Inc 0.16% Add +5.5% 35,693 $9.1M
Mutual Advisors, LLC 0.20% Add +2.8% 35,096 $9.0M
Steph & Co. 2.75% Reduce -0.1% 35,449 $9.0M
Chesley Taft & Associates LLC 0.38% Add +0.3% 35,393 $9.0M
Brooklyn FI, LLC 2.02% Add +0.6% 35,389 $9.0M
AdvisorNet Financial, Inc 0.51% Add +23.6% 35,348 $9.0M
Visionary Wealth Advisors 0.42% Add +2.6% 35,299 $9.0M
Haverford Trust Co 0.08% Add +0.4% 35,008 $8.9M
Bailard, Inc. 0.19% Reduce -0.7% 34,992 $8.9M
Sawgrass Asset Management LLC 1.09% Reduce -4.7% 34,785 $8.8M
Earned Wealth Advisors, LLC 1.45% Add +21.1% 34,617 $8.8M
Wealth Management Strategies, Inc. 4.36% Add +3.2% 34,595 $8.8M
Empower Advisory Group, LLC 0.02% Reduce -10.7% 34,473 $8.8M
Exencial Wealth Advisors, LLC 0.28% Reduce -2.1% 34,276 $8.7M
Venture Visionary Partners LLC 0.30% Reduce -2.1% 34,234 $8.7M
Wesbanco Bank Inc. 0.24% Add +11.5% 34,147 $8.7M
Valmark Advisers, Inc. 0.11% Add +4.6% 34,142 $8.7M
Signal Advisors Wealth, LLC 0.79% Add +23.4% 34,091 $8.7M
Nwam LLC 0.47% Reduce -2.3% 33,843 $8.6M
Field & Main Bank 2.55% New 34,001 $8.6M
Global Retirement Partners, LLC 0.19% Reduce -0.4% 33,879 $8.6M
Johnson Bixby & Associates, LLC 1.09% Reduce -2.0% 33,497 $8.5M
Dynamic Advisor Solutions LLC 0.25% Reduce -6.9% 33,323 $8.5M
Florida Trust Wealth Management Co 0.24% Reduce -3.0% 33,321 $8.5M
IFP Advisors, Inc 0.22% Add +6.3% 33,286 $8.5M
Fiducient Advisors LLC 0.99% Reduce -5.7% 33,135 $8.5M
Mirae Asset Global Investments Co., Ltd. 0.03% New 33,134 $8.4M
Gilman Hill Asset Management, LLC 1.32% Reduce -2.3% 33,129 $8.4M
Financial Futures Ltd Liability Co. 4.08% Add +2.7% 33,008 $8.4M
Elite Financial, Inc. 3.82% Reduce -0.2% 32,691 $8.3M
Crestwood Advisors Group, LLC 0.14% Reduce -3.2% 32,750 $8.3M
WESCAP Management Group, Inc. 1.74% Reduce -0.8% 32,654 $8.3M
Quantinno Capital Management LP 0.02% Reduce -17.7% 32,623 $8.3M
RW Investment Management LLC 0.85% Reduce -6.2% 32,469 $8.3M
Five Pine Wealth Management 5.56% Add +0.7% 32,346 $8.2M
Fi3 FINANCIAL ADVISORS, LLC 2.77% Reduce -2.6% 32,147 $8.2M
Thrive Wealth Management, LLC 1.24% Reduce -1.5% 32,174 $8.2M
Silverleafe Capital Partners, LLC 2.51% New 31,991 $8.1M
Oldfather Financial Services, LLC 2.53% Add +0.0% 31,984 $8.1M
Cambridge Advisors Inc. 1.58% Reduce -3.5% 31,896 $8.1M
Howard Wealth Management, LLC 3.71% Reduce -1.7% 31,729 $8.1M
Sowell Financial Services LLC 0.31% Add +313.3% 31,548 $8.0M
Ieq Capital, LLC 0.02% Add +1.1% 31,545 $8.0M
Rehmann Capital Advisory Group 0.43% Add +1.6% 31,229 $7.9M
Lazard Asset Management LLC 0.01% No change 30,996 $7.9M
Evolution Advisers, Inc. 3.54% Add +6.8% 30,907 $7.9M
Ancora Advisors LLC 0.16% Reduce -0.2% 30,767 $7.8M
JNBA Financial Advisors 0.71% Reduce -1.7% 30,681 $7.8M
Latigo Investments, LLC 3.93% No change 30,671 $7.8M
Rinkey Investments 2.07% Add +12.1% 30,653 $7.8M
Fiduciary Trust Co 0.09% Reduce -1.6% 30,575 $7.8M
Farther Finance Advisors, LLC 0.12% Add +14.6% 30,490 $7.8M
Stratos Wealth Advisors, LLC 0.37% Add +6.8% 30,116 $7.7M
Titleist Asset Management, LLC 0.67% Add +4.0% 29,971 $7.6M
Warwick Investment Management, Inc. 1.32% Reduce -0.8% 29,948 $7.6M
First Bancorp, Inc 4.04% Add +22.0% 29,855 $7.6M
Cozad Asset Management Inc. 0.60% Add +0.7% 29,780 $7.6M
Arkos Global Advisors 0.96% Reduce -1.2% 29,778 $7.6M
Level Four Advisory Services, LLC 0.26% Add +5.8% 29,746 $7.6M
Annex Advisory Services, LLC 0.16% Reduce -3.8% 29,705 $7.6M
Colony Family Offices, LLC 1.95% Reduce -2.2% 29,559 $7.5M
Sovereign Financial Group, Inc. 1.41% Add +3.5% 29,510 $7.5M
Prepared Retirement Institute LLC 3.91% Add +22.2% 29,475 $7.5M
Logan Capital Management Inc. 0.31% Reduce -0.4% 29,176 $7.4M
Midwest Trust Co 0.10% Reduce -6.7% 28,971 $7.4M
Roundview Capital LLC 0.47% Add +6.2% 28,967 $7.4M
Integrated Advisors Network LLC 0.31% Add +10.7% 28,913 $7.4M
GreatBanc Trust CO 5.03% — 28,898 $7.3M
NavPoint Financial, Inc. 3.85% Reduce -2.0% 28,868 $7.3M
Kingswood Wealth Advisors, LLC 0.44% Add +22.8% 28,798 $7.3M
Sequoia Financial Advisors, LLC 0.04% Reduce -0.6% 28,631 $7.3M
Family Wealth Partners, LLC 2.71% Add +3.3% 28,473 $7.2M
Gill Capital Partners, LLC 2.20% Add +3.4% 28,308 $7.2M
Ramiah Investment Group 6.37% Add +2.4% 28,274 $7.2M
McNamara Financial Services, Inc. 1.33% Reduce -0.7% 28,178 $7.2M
Creekside Partners 3.15% Reduce -0.3% 28,119 $7.2M
Webster Bank, N. A. 0.69% Reduce -1.6% 28,108 $7.1M
Fifth Third Securities, Inc. 0.49% Add +2.7% 27,950 $7.1M
Peterson Wealth Advisors, LLC 1.06% Reduce -0.3% 27,709 $7.1M
Westwood Holdings Group Inc. 0.05% Reduce -0.5% 27,761 $7.1M
BIP Wealth, LLC 0.35% Add +15.3% 27,678 $7.0M
Capital Management Associates, Inc 1.90% Reduce -5.1% 27,631 $7.0M
Rareview Capital LLC 4.28% Reduce -2.5% 29,580 $7.0M
BTG Pactual Asset Management US LLC 0.82% Add +0.5% 29,252 $6.9M
Ruggaard & Associates LLC 2.59% Add +0.6% 27,234 $6.9M
Beacon Financial Planning, Inc. 3.50% Reduce -0.3% 26,566 $6.8M
Continuum Advisory, LLC 0.71% Add +4.0% 26,516 $6.7M
Capital Advisors Wealth Management, LLC 0.95% Add +41.3% 26,076 $6.6M
Snowden Capital Advisors LLC 0.18% Add +10.5% 25,948 $6.6M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.69% Add +0.6% 25,832 $6.6M
American Investment Services, Inc. 1.58% Add +1.3% 25,800 $6.6M
Greenhouse Wealth Management, LLC 3.94% Reduce -1.0% 25,797 $6.6M
Accredited Investors Inc. 0.36% Add +0.1% 25,482 $6.5M
May Hill Capital, LLC 1.89% Reduce -5.2% 25,375 $6.5M
Quaker Wealth Management, LLC 2.09% Add +1.4% 25,298 $6.4M
Mesirow Financial Investment Management, Inc. 0.11% Add +6.5% 25,227 $6.4M
Duncan Williams Asset Management, LLC 1.80% Add +2.4% 25,214 $6.4M
Family Investment Center, Inc. 1.32% Reduce -4.3% 25,032 $6.4M
Texas Yale Capital Corp. 0.20% Add +6.8% 25,024 $6.4M
Fifth Third Wealth Advisors LLC 0.23% Reduce -0.0% 24,928 $6.3M
Meeder Advisory Services, Inc. 0.29% Add +10.4% 24,888 $6.3M
Brightwater Advisory LLC 4.32% Reduce -1.7% 24,766 $6.3M
First PREMIER Bank 1.43% Add +1.5% 24,758 $6.3M
Arcadia Wealth Management, LLC 2.49% Reduce -6.8% 24,674 $6.3M
Farrell Financial LLC 3.88% Reduce -0.5% 24,371 $6.2M
RTD Financial Advisors, Inc. 0.74% Add +1.6% 24,318 $6.2M
Rialto Wealth Management, LLC 1.58% Reduce -3.4% 24,070 $6.1M
Evercore Wealth Management, LLC 0.09% Reduce -2.1% 24,013 $6.1M
American National Bank of Texas 5.74% — 23,973 $6.1M
Mackenzie Financial Corp. 0.01% Add +0.2% 23,855 $6.1M
Essex Financial Services, Inc. 0.36% Add +6.0% 23,814 $6.1M
White Lighthouse Investment Management Inc. 0.92% Reduce -2.9% 23,761 $6.0M
Gotham Asset Management 0.03% Add +20.3% 23,721 $6.0M
GTS Securities LLC 0.23% Reduce -24.0% 23,500 $6.0M
Harbour Investments, Inc. 0.13% Add +21.7% 23,365 $5.9M
Capital Advantage, Inc. 0.89% Add +11.0% 23,352 $5.9M
Grove Bank & Trust 0.69% Add +0.3% 23,328 $5.9M
SageView Advisory Group, LLC 0.20% Reduce -10.1% 23,327 $5.9M
Sigma Planning Corp 0.17% Reduce -5.6% 23,203 $5.9M
Certified Advisory Corp 0.56% Add +1.4% 23,181 $5.9M
Penney Financial, LLC 2.63% Reduce -0.7% 23,100 $5.9M
Jacobsen Capital Management 1.98% Add +5.3% 22,991 $5.8M
Mill Creek Capital Advisors, LLC 0.12% Add +0.1% 22,979 $5.8M
Abacus Planning Group, Inc. 0.80% Reduce -2.1% 22,811 $5.8M
Atlantic Union Bankshares Corp 0.11% Add +4.0% 22,775 $5.8M
Cambridge Capital Management, LLC 2.78% Add +4.5% 22,767 $5.8M
Aptus Capital Advisors, LLC 0.05% Add +2.0% 22,733 $5.8M
Aurelius Family Office LLC 2.57% Reduce -3.0% 22,687 $5.8M
Signal Tree Financial Partners LLC 4.56% Add +851.4% 22,595 $5.8M
West Bancorporation Inc. 3.20% Reduce -2.4% 22,646 $5.8M
REAP Financial Group, LLC 1.25% Add +15.6% 22,566 $5.7M
Magnolia Capital Advisors LLC 1.50% Add +814.9% 22,552 $5.7M
Stonebridge Capital Advisors LLC 0.41% Add +6.1% 22,448 $5.7M
Frontier Asset Management, LLC 1.42% Add +10.2% 22,413 $5.7M
Cathy Pareto & Associates, Inc. 4.30% Reduce -7.6% 22,409 $5.7M
Obsidian Cio, LLC 0.75% Add +2.9% 22,376 $5.7M
Commerce Bank 0.03% Add +0.1% 22,357 $5.7M
Walkner Condon Financial Advisors LLC 0.90% Reduce -2.6% 22,263 $5.7M
Signature Estate & Investment Advisors LLC 0.12% Reduce -5.7% 22,249 $5.7M
Cypress Wealth Services, LLC 0.92% Add +0.5% 22,132 $5.6M
BNP Paribas Financial Markets 0.00% Reduce -62.2% 22,106 $5.6M
Asset Planning Corporation 2.67% Reduce -1.5% 22,101 $5.6M
Ausdal Financial Partners, Inc. 0.27% Add +10.8% 22,097 $5.6M
Financial Insights, Inc. 1.86% Reduce -0.8% 22,050 $5.6M
Baron Silver Stevens Financial Advisors, LLC 0.82% Add +1.4% 22,015 $5.6M
McKinley Carter Wealth Services, Inc. 0.29% Reduce -1.2% 21,993 $5.6M
Davidson Investment Advisors 0.24% Reduce -21.6% 21,976 $5.6M
Headinvest, LLC 1.15% Reduce -2.1% 21,898 $5.6M
CWA Asset Management Group, LLC 0.21% Reduce -2.5% 21,842 $5.6M
Keyvantage Wealth, LLC 2.32% Add +1.3% 21,760 $5.5M
Washington Trust Bank 0.40% Reduce -15.3% 21,657 $5.5M
Condor Capital Management 0.45% Add +0.7% 21,587 $5.5M
Pinnacle Financial Group, LLC / IL 1.65% Add +0.6% 21,459 $5.5M
Ariston Services Group 3.28% Add +9.0% 21,406 $5.4M
Index Fund Advisors, Inc. 0.26% Reduce -0.3% 21,251 $5.4M
Meridian Wealth Management, LLC 0.21% Add +11.1% 21,949 $5.4M
GFS Advisors, LLC 0.69% No change 21,175 $5.4M
Kera Capital Partners, Inc. 0.81% Add +2.3% 21,128 $5.4M
Franklin Resources Inc. 0.00% Add +1.7% 20,942 $5.3M
Freestone Capital Holdings, LLC 0.16% Add +2.2% 20,740 $5.3M
Newton One Investments LLC 1.56% Reduce -0.1% 20,686 $5.3M
S.A. Mason LLC 2.32% Add +1.6% 20,630 $5.2M
JMG Financial Group, Ltd. 0.15% Add +0.9% 20,447 $5.2M
PFG Advisors 0.21% New 20,312 $5.2M
DAVENPORT & Co LLC 0.03% Add +4.5% 20,299 $5.2M
Horizon Family Wealth, Inc. 2.97% Add +0.4% 20,293 $5.2M
First Heartland Consultants, Inc. 0.41% Reduce -0.5% 20,233 $5.1M
Waldron Private Wealth LLC 0.21% Add +12.2% 20,169 $5.1M
Councilor Wealth, LLC 2.38% Add +5.2% 20,155 $5.1M
Sensible Financial Planning & Management, LLC. 0.93% Reduce -2.1% 20,143 $5.1M
Keystone Financial Group 0.39% Add +0.6% 20,138 $5.1M
One Capital Management, LLC 0.16% Reduce -17.5% 20,012 $5.1M
Bernardo Wealth Planning LLC 0.99% Reduce -0.0% 19,927 $5.1M
Ti-Trust, Inc. 3.16% Add +0.4% 19,754 $5.0M
Compass Ion Advisors, LLC 0.48% Reduce -4.0% 19,715 $5.0M
Galvin, Gaustad & Stein, LLC 0.41% Reduce -13.1% 19,697 $5.0M
Wilson & Boucher Capital Management, LLC 3.29% Reduce -1.0% 19,672 $5.0M
Aspire Private Capital, LLC 1.10% Reduce -12.5% 19,631 $5.0M
Stage Harbor Financial, LLC 3.65% Add +0.2% 19,616 $5.0M
Liberty Square Wealth Partners LLC 1.54% Reduce -22.1% 19,602 $5.0M
Fishman Jay A Ltd. 0.43% Reduce -23.7% 19,544 $5.0M
Quest Investment Management LLC 0.52% Reduce -4.3% 19,452 $4.9M
Manchester Capital Management LLC 0.67% Reduce -22.3% 19,425 $4.9M
First Merchants Corp. 0.19% Reduce -3.8% 19,413 $4.9M
Cornerstone Wealth Management, LLC 0.27% Add +3.0% 19,413 $4.9M
Pathway Financial Advisors LLC 0.66% No change 19,396 $4.9M
WASHINGTON TRUST Co 0.16% Add +0.1% 19,357 $4.9M
Valtinson Bruner Financial Planning LLC 1.45% Add +32.3% 19,273 $4.9M
XML Financial, LLC 0.40% Add +246.6% 19,263 $4.9M
Martel Wealth Advisors LLC 0.85% Reduce -3.1% 19,179 $4.9M
American Alpha Advisors, LLC 3.52% Reduce -0.2% 19,177 $4.9M
Brand Asset Management Group, Inc. 1.37% Add +2.6% 19,138 $4.9M
Gleason Group, Inc. 0.49% Add +0.1% 19,130 $4.9M
Advisory Services Network, LLC 0.07% Add +1.4% 19,115 $4.9M
Balanced Wealth Group LLC 2.13% Reduce -0.1% 20,274 $4.9M
Pictet North America Advisors SA 0.45% Add +33.5% 18,915 $4.8M
Plancorp, LLC 0.15% Reduce -2.6% 18,901 $4.8M
Ritholtz Wealth Management 0.09% Reduce -2.3% 18,884 $4.8M
Salomon & Ludwin, LLC 0.43% Reduce -4.4% 18,517 $4.8M
Carr Financial Group Corp 1.30% Add +18.6% 18,677 $4.7M
McNaughton Wealth Management, LLC 1.99% Reduce -1.5% 18,571 $4.7M
BlackRock, Inc. 0.00% Add +141.6% 18,549 $4.7M
Sei Investments Co. 0.01% Add +18.8% 18,426 $4.7M
Parkside Financial Bank & Trust 0.36% Add +5.4% 18,394 $4.7M
Synovus Financial Corp. 0.05% Add +26.4% 18,309 $4.7M
United Bank 0.55% Reduce -19.2% 18,310 $4.7M
BridgePort Financial Solutions, LLC 1.25% Add +1.4% 18,266 $4.6M
Private Client Services, LLC 1.55% Add +48.4% 18,243 $4.6M
First Financial Corp. 1.82% Reduce -0.5% 18,235 $4.6M
FinDec Wealth Services, Inc. 4.80% Reduce -3.7% 18,228 $4.6M
Lynch Asset Management, Inc. 1.47% Add +1.5% 18,100 $4.6M
Bay Harbor Wealth Management, LLC 1.24% Add +1.2% 17,920 $4.6M
Wealth Alliance, LLC 0.47% Reduce -6.1% 17,954 $4.6M
RiverGlades Family Offices LLC 2.79% Add +1.3% 17,947 $4.6M
IFG Advisors, LLC 0.74% Reduce -13.8% 17,867 $4.5M
Causey Wealth LLC 2.22% Reduce -11.1% 17,866 $4.5M
Calamos Wealth Management LLC 0.17% Reduce -0.2% 17,855 $4.5M
RFG Advisory, LLC 0.09% Reduce -6.6% 17,814 $4.5M
Johnson Financial Group, Inc. 0.17% Reduce -16.6% 17,754 $4.5M
GAMCO Investors 0.04% Add +1.2% 17,765 $4.5M
First Hawaiian Bank 0.58% Add +22.0% 17,746 $4.5M
Courier Capital LLC 0.26% Add +0.4% 17,701 $4.5M
Warner Financial, Inc. 1.68% Add +5.2% 17,687 $4.5M
Chris Bulman Inc 2.25% Reduce -4.7% 17,641 $4.5M
Barrett & Company, Inc. 1.54% Add +20.8% 17,632 $4.5M
Claro Advisors Inc. 0.65% Reduce -4.8% 17,626 $4.5M
Signaturefd, LLC 0.07% Reduce -13.3% 17,581 $4.5M
Neuberger Berman Group LLC 0.00% Add +149.0% 17,568 $4.5M
Consolidated Portfolio Review Corp 0.56% Reduce -11.6% 17,498 $4.4M
Frazier Financial Advisors, LLC 2.73% Reduce -0.8% 17,466 $4.4M
Veridan Wealth LLC 1.53% — 17,466 $4.4M
One Day In July LLC 0.37% Reduce -0.7% 17,420 $4.4M
Mokosak Advisory Group, LLC 1.16% Add +0.2% 17,374 $4.4M
Thoroughbred Financial Services, LLC 0.27% Reduce -2.5% 17,334 $4.4M
Endeavor Private Wealth, Inc. 1.36% New 17,275 $4.4M
CoreCap Advisors, LLC 0.16% Reduce -68.9% 17,287 $4.4M
Robertson Stephens Wealth Management, LLC 0.13% Reduce -50.5% 17,159 $4.4M
MY Wealth Management Inc. 3.83% Add +1.0% 17,195 $4.4M
CWS Financial Advisors, LLC 1.21% Add +8.8% 17,147 $4.4M
Connable Office Inc. 0.40% Reduce -5.4% 17,116 $4.4M
Mather Group, Llc. 0.04% Reduce -4.1% 17,083 $4.3M
Balentine LLC 0.16% No change 17,079 $4.3M
Washington Growth Strategies LLC 3.09% Reduce -3.5% 17,062 $4.3M
Magnus Financial Group LLC 0.34% Reduce -3.6% 17,031 $4.3M
Belpointe Asset Management LLC 0.17% Add +9.9% 17,012 $4.3M
Mittelman Wealth Management 2.82% Reduce -25.0% 16,964 $4.3M
Mystic Asset Management, Inc. 0.97% Reduce -0.6% 16,950 $4.3M
Modern Wealth Management, LLC 0.09% Reduce -4.7% 16,928 $4.3M
Larson Financial Group LLC 0.15% Reduce -18.5% 16,870 $4.3M
Keybank National Association 0.01% Reduce -0.4% 16,842 $4.3M
GenTrust, LLC 0.19% Reduce -4.7% 16,783 $4.3M
Allen Mooney & Barnes Investment Advisors LLC 0.67% Reduce -0.4% 16,833 $4.3M
Optimist Retirement Group LLC 1.93% Add +1.7% 16,790 $4.3M
LongView Wealth Management 1.15% Add +13.5% 16,673 $4.2M
Valeo Financial Advisors, LLC 0.10% Add +3.9% 16,673 $4.2M
Factor Wealth Management LTD 1.06% Add +11.8% 16,625 $4.2M
Virtue Asset Management LLC 3.56% — 16,620 $4.2M
Ameritas Advisory Services, LLC 0.27% Reduce -73.8% 16,516 $4.2M
Prime Capital Investment Advisors, LLC 0.05% Add +1.2% 16,511 $4.2M
Hartmann Taylor Wealth Management, LLC 3.00% Reduce -2.6% 16,448 $4.2M
Equity Wealth Partners, LLC 3.39% — 16,415 $4.2M
Financial Freedom, LLC 2.06% Reduce -1.9% 16,266 $4.1M
Mgo One Seven LLC 0.09% Add +9.1% 16,137 $4.1M
Frank, Rimerman Advisors LLC 0.26% Reduce -0.0% 16,132 $4.1M
Independent Financial Group, LLC 0.10% Add +3.5% 16,131 $4.1M
TFB Advisors LLC 1.19% Add +15.7% 15,988 $4.1M
Mayport, LLC 0.88% Reduce -2.5% 15,908 $4.0M
Sagace Wealth Management LLC 2.75% Add +5.1% 15,900 $4.0M
waypoint wealth counsel 1.59% Add +0.3% 15,869 $4.0M
PCA Investment Advisory Services Inc. 1.47% Add +15.5% 15,675 $4.0M
Root Financial Partners, LLC 0.25% Add +73.5% 15,641 $4.0M
Jane Street Group, LLC 0.00% Add +55.7% 15,627 $4.0M
Beacon Bridge Wealth Partners, LLC 1.41% Add +1.6% 15,626 $4.0M
Alpine Bank Wealth Management 0.56% Reduce -3.1% 15,546 $4.0M
Nadler Financial Group, Inc. 0.38% Reduce -7.0% 15,516 $3.9M
Vise Technologies, Inc. 0.15% Add +16.1% 15,503 $3.9M
Grandview Asset Management LLC 1.11% Reduce -1.6% 15,487 $3.9M
Blueprint Investment Partners LLC 0.55% Add +10.5% 15,449 $3.9M
Financial Advisory Partners, LLC 1.14% Add +3.5% 15,316 $3.9M
Fort Point Capital Partners LLC 0.49% Reduce -1.1% 15,253 $3.9M
B. Riley Wealth Advisors, Inc. 0.19% Reduce -16.4% 15,294 $3.9M
SBI Securities Co., Ltd. 0.10% Reduce -6.9% 15,276 $3.9M
Advisor OS, LLC 0.34% Add +0.7% 15,269 $3.9M
Kathleen S. Wright Associates Inc. 1.44% Add +4.3% 15,224 $3.9M
Cadent Capital Advisors, LLC 1.01% Reduce -37.9% 15,034 $3.8M
Checchi Capital Advisers, LLC 0.26% Reduce -2.3% 14,981 $3.8M
Glass Jacobson Investment Advisors llc 1.36% Add +0.5% 14,807 $3.8M
Evanson Asset Management, LLC 0.21% Reduce -2.2% 14,721 $3.7M
Greenwich Wealth Management LLC 0.19% Add +0.9% 14,689 $3.7M
Monument Group Wealth Advisors, LLC 2.20% Add +14.1% 14,663 $3.7M
Acorn Wealth Advisors, LLC 1.17% Add +2.1% 14,636 $3.7M
PAX Financial Group, LLC 0.67% Reduce -1.6% 14,523 $3.7M
Destiny Wealth Partners, LLC 0.45% Add +4.3% 14,486 $3.7M
Axiom Financial Strategies, LLC 1.58% Reduce -60.5% 14,464 $3.7M
KFA Private Wealth Group, LLC 1.05% Reduce -3.5% 14,404 $3.7M
Farmers & Merchants Investments Inc. 0.10% Reduce -2.4% 14,396 $3.7M
Alpha Cubed Investments, LLC 0.13% Reduce -5.9% 14,355 $3.7M
Yoffe Investment Management, LLC 4.74% Reduce -0.8% 14,337 $3.6M
Aegis Wealth Management LLC 1.94% Reduce -29.5% 14,245 $3.6M
Great Point Wealth Advisors, LLC 0.68% — 14,243 $3.6M
Great Lakes Advisors, LLC 0.03% Add +0.4% 14,221 $3.6M
Petix & Botte Co 0.83% Add +0.1% 14,215 $3.6M
Rathbones Group PLC 0.01% Reduce -0.6% 14,197 $3.6M
IHT Wealth Management, LLC 0.09% Add +4.4% 14,152 $3.6M
First United Bank & Trust 1.17% Add +2.7% 14,148 $3.6M
Mycio Wealth Partners, LLC 0.83% Add +0.2% 14,142 $3.6M
Refined Wealth Management 2.30% Add +0.1% 14,092 $3.6M
Cordant, Inc. 1.61% Add +0.5% 14,015 $3.6M
Krilogy Financial LLC 0.13% New 14,034 $3.6M
Fortis Capital Advisors, LLC 0.56% Add +12.1% 13,942 $3.5M
Highland Capital Management, LLC 0.18% Add +1.6% 13,932 $3.5M
Ironwood Investment Counsel, LLC 0.52% Reduce -1.8% 13,909 $3.5M
Blueprint Financial Advisors LLC 0.76% Add +1.6% 13,901 $3.5M
VestGen Investment Management 2.12% Add +2.2% 13,865 $3.5M
Meridian Financial Advisors, LLC 1.99% Reduce -0.8% 13,862 $3.5M
West Financial Advisors, LLC 0.58% Add +0.7% 13,811 $3.5M
Tortoise Investment Management, LLC 0.31% Add +0.2% 13,738 $3.5M
Summit Wealth Partners, LLC 0.63% Reduce -7.5% 13,716 $3.5M
Orin Green Financial, LLC 1.39% Add +3.9% 13,711 $3.5M
Roble, Belko & Company, Inc 0.47% Reduce -25.7% 13,679 $3.5M
General Partner, Inc. 1.90% No change 13,559 $3.4M
Minot DeBlois Advisors LLC 3.10% Reduce -2.0% 13,466 $3.4M
Beam Wealth Advisors, Inc. 0.93% Reduce -19.8% 13,458 $3.4M
Dakota Wealth Management 0.07% Reduce -4.5% 13,452 $3.4M
Taylor & Morgan Wealth Management, LLC 2.10% Reduce -2.4% 13,431 $3.4M
Gradient Capital Advisors, LLC 0.91% Reduce -1.4% 13,307 $3.4M
Heritage Trust Co 0.36% Add +0.1% 13,306 $3.4M
AE Wealth Management LLC 0.02% Add +6.3% 13,270 $3.4M
Maripau Wealth Management LLC 1.70% Add +10.1% 13,265 $3.4M
Sapient Capital LLC 0.05% Add +2.3% 13,187 $3.4M
jvl associates llc 1.11% Reduce -2.5% 13,197 $3.4M
Narus Financial Partners, LLC 0.92% Add +1.7% 13,175 $3.4M
Fidelis Capital Partners, LLC 0.26% Add +5.0% 13,133 $3.3M
Optas, LLC 0.57% Reduce -21.9% 13,122 $3.3M
Strategic Blueprint, LLC 0.15% Add +3.1% 13,097 $3.3M
Old North State Wealth Management, LLC 1.54% Reduce -0.1% 12,924 $3.3M
Brighton Jones LLC 0.08% Add +0.8% 12,925 $3.3M
Bragg Financial Advisors, Inc 0.11% Reduce -0.8% 12,924 $3.3M
Addison Capital Co 0.97% Add +48.6% 12,906 $3.3M
Paragon Capital Management Inc. 2.45% Reduce -4.4% 12,889 $3.3M
Kingsview Wealth Management, LLC 0.05% Add +4.0% 12,882 $3.3M
Americana Partners, LLC 0.10% No change 12,878 $3.3M
Sax Wealth Advisors, LLC 0.18% Reduce -19.8% 12,810 $3.3M
Ameritas Investment Partners, Inc. 0.10% Add +5.4% 12,758 $3.2M
Apriem Advisors 0.31% Add +10.3% 12,757 $3.2M
Evermay Wealth Management LLC 0.37% Reduce -1.9% 12,704 $3.2M
N.E.W. Advisory Services LLC 0.29% Add +1.8% 12,703 $3.2M
Wick Capital Partners, LLC 0.77% Add +20.2% 12,691 $3.2M
Objective Capital Management, LLC 3.30% Add +0.2% 12,532 $3.2M
Orrstown Financial Services Inc. 0.54% Add +3.5% 12,514 $3.2M
Edmond DE Rothschild Holding S.A. 0.05% No change 12,500 $3.2M
Phillips Financial Management, LLC 0.21% Reduce -0.1% 12,489 $3.2M
Alesco Advisors, LLC, An ESL Co 0.09% Reduce -0.0% 12,451 $3.2M
Strategic Investment Solutions, Inc. 0.83% Add +128.0% 12,282 $3.1M
Pension & Wealth Management Advisors, Inc. 0.98% Reduce -0.2% 12,282 $3.1M
Cove Private Wealth, LLC 1.00% Add +0.8% 12,262 $3.1M
Coordinated Financial Services, Inc. 2.02% Add +0.6% 12,244 $3.1M
Columbia Asset Management 0.58% Reduce -1.8% 12,218 $3.1M
Stone Summit Wealth LLC 0.88% Add +17.2% 12,213 $3.1M
Watts Gwilliam & Co., LLC 0.50% No change 12,190 $3.1M
Retirement Planning Group, LLC 0.11% Add +8.3% 12,182 $3.1M
Atlas Legacy Advisors, LLC 0.60% Reduce -1.1% 12,142 $3.1M
Pinnacle Financial Partners Inc 0.07% Reduce -3.0% 12,128 $3.1M
Elwood & Goetz Wealth Advisory Group, LLC 0.59% Add +1.7% 12,115 $3.1M
Marshall & Sullivan Inc. 1.42% Add +28.3% 12,076 $3.1M
Canvas Wealth Advisors, LLC 0.56% Reduce -8.1% 11,899 $3.1M
Astoria Strategic Wealth, Inc. 0.78% Reduce -8.8% 12,056 $3.1M
Bridgewealth Advisory Group, LLC 0.71% Add +7.0% 11,963 $3.0M
Family Capital Management, Inc. 1.45% Add +3.5% 11,961 $3.0M
Marble Harbor Investment Counsel, LLC 0.32% Add +0.4% 11,954 $3.0M
Boyd Wealth Management, LLC 1.30% Reduce -1.1% 11,906 $3.0M
Roth Financial Partners LLC 1.02% Reduce -1.8% 11,869 $3.0M
Tritonpoint Wealth, LLC 0.26% Add +6.2% 11,763 $3.0M
Scott & Selber, Inc. 0.76% Add +3.0% 11,790 $3.0M
Ridgewood Investments LLC 1.26% Add +9.1% 11,776 $3.0M
Hummer Financial Advisory Services Inc 2.17% Reduce -0.4% 11,687 $3.0M
Investment Advisory Group, LLC 0.81% No change 11,705 $3.0M
Gibson Wealth Advisors LLC 2.11% Reduce -3.3% 11,686 $3.0M
GC Wealth Management RIA, LLC 0.10% Add +41.6% 11,580 $2.9M
Welch & Forbes LLC 0.04% Reduce -5.5% 11,554 $2.9M
Rebalance, LLC 0.18% Reduce -0.0% 11,552 $2.9M
Founders Grove Wealth Partners, LLC 0.69% Reduce -2.1% 11,537 $2.9M
Transcend Capital Advisors, LLC 0.21% Reduce -5.1% 11,524 $2.9M
BOS Asset Management, LLC 0.83% Add +0.8% 11,517 $2.9M
SOL Capital Management CO 0.26% Reduce -7.8% 11,505 $2.9M
Arcadia Investment Advisors LLC 1.41% Add +2496.4% 11,450 $2.9M
Squire Investment Management Company, LLC 0.95% Add +13.8% 11,433 $2.9M
Northstar Financial Companies, Inc. 2.68% Add +1.3% 11,409 $2.9M
Brookwood Investment Group LLC 0.37% Reduce -3.6% 11,384 $2.9M
Farnam Financial LLC 2.24% Add +24.4% 11,319 $2.9M
New England Private Wealth Advisors LLC 0.38% Add +0.7% 11,307 $2.9M
Oxford Financial Group, LTD. LLC 0.16% Add +15.3% 11,301 $2.9M
Regal Investment Advisors LLC 0.19% Reduce -17.0% 11,300 $2.9M
Columbia River Financial Group, LLC 1.76% Reduce -9.0% 11,201 $2.9M
Scotia Capital Inc. 0.01% Add +13.5% 11,222 $2.9M
Radnor Capital Management, LLC 0.43% No change 11,127 $2.8M
SkyOak Wealth, LLC 0.53% Reduce -0.5% 11,094 $2.8M
Creative Financial Designs Inc. 0.19% Reduce -3.7% 11,092 $2.8M
Octavia Wealth Advisors, LLC 0.28% Reduce -4.2% 11,033 $2.8M
Silver Oak Securities, Incorporated 0.21% Add +0.1% 11,054 $2.8M
Baron Financial Group, LLC 1.54% Add +11.1% 11,020 $2.8M
Michelson Medical Research Foundation, Inc. 2.43% No change 11,010 $2.8M
Northern Financial Advisors Inc 1.46% New 10,946 $2.8M
Graves Light Lenhart Wealth, Inc. 0.31% Add +2.4% 10,933 $2.8M
Foundations Investment Advisors, LLC 0.04% Add +147.3% 10,911 $2.8M
JFS Wealth Advisors, LLC 0.16% Add +4.9% 10,838 $2.8M
Evoke Wealth, LLC 0.06% Add +59.4% 10,720 $2.7M
Parker Financial LLC 1.12% Reduce -2.1% 10,754 $2.7M
Smith, Moore & Co. 0.21% Reduce -6.2% 10,747 $2.7M
Klingman & Associates, LLC 0.14% No change 10,685 $2.7M
Performance Wealth Partners, LLC 0.08% Reduce -5.1% 10,683 $2.7M
Wilmington Savings Fund Society, FSB 0.07% Reduce -37.9% 10,683 $2.7M
Encompass Wealth Advisors, LLC 0.92% Add +3.9% 10,673 $2.7M
Security Financial Services, INC. 0.44% Reduce -0.1% 10,666 $2.7M
Stephens Consulting, LLC 0.93% Reduce -28.6% 10,616 $2.7M
Strategic Family Wealth Counselors, L.L.C. 0.69% Add +3.0% 10,611 $2.7M
Parsons Capital Management Inc. 0.15% Reduce -14.6% 10,605 $2.7M
Tanager Wealth Management LLP 0.28% Add +0.3% 10,603 $2.7M
Vontobel Holding Ltd. 0.01% Reduce -2.4% 10,586 $2.7M
Washington Trust Advisors, Inc. 0.20% Add +0.9% 10,584 $2.7M
BTC Capital Management, Inc. 0.18% No change 10,526 $2.7M
Envision Financial LLC 1.53% Add +11.2% 10,493 $2.7M
Viewpoint Capital Management LLC 1.17% No change 10,453 $2.7M
Goelzer Investment Management, Inc. 0.14% Add +0.0% 10,451 $2.7M
Investment Research & Advisory Group, Inc. 0.90% Reduce -13.2% 10,433 $2.7M
Topel & Distasi Wealth Management, LLC 1.31% Reduce -2.2% 10,433 $2.7M
Compass Planning Associates Inc 2.42% Add +14.7% 10,387 $2.6M
Life Planning Partners, Inc 1.93% Reduce -1.6% 10,378 $2.6M
Annis Gardner Whiting Capital Advisors, LLC 0.54% Add +16.7% 10,314 $2.6M
Kelleher Financial Advisors 0.66% Reduce -13.3% 10,307 $2.6M
Stock Yards Bank & Trust Co. 0.08% Add +13.4% 10,307 $2.6M
Elser Financial Planning, Inc 3.15% Reduce -16.4% 10,202 $2.6M
SOA Wealth Advisors, LLC. 0.42% Reduce -7.0% 10,223 $2.6M
Diversified Trust Co. 0.05% Reduce -16.7% 10,207 $2.6M
Joseph P. Lucia & Associates, LLC 0.97% Add +2.2% 10,103 $2.6M
Red Crane Wealth Management, LLC 2.16% Add +2.5% 10,065 $2.6M
SVB Wealth LLC 0.14% Reduce -19.9% 10,019 $2.5M
Boston Research & Management Inc. 0.56% No change 9,993 $2.5M
Cranbrook Wealth Management, LLC 0.51% Reduce -2.6% 9,964 $2.5M
Greenup Street Wealth Management LLC 0.39% Reduce -3.1% 9,936 $2.5M
Discipline Wealth Solutions, LLC 0.67% Add +64.3% 9,925 $2.5M
Capital Analysts, LLC 0.07% Add +34.8% 9,914 $2.5M
SWP Financial LLC 1.28% Reduce -1.1% 9,867 $2.5M
Fiduciary Family Office, LLC 0.71% No change 9,851 $2.5M
TFC Financial Management, Inc. 0.32% Reduce -0.7% 9,828 $2.5M
Hirtle & Co., LLC 0.10% Reduce -2.8% 9,785 $2.5M
Wells Financial Advisors INC 3.33% Reduce -6.5% 9,778 $2.5M
Argonautica Private Wealth Management, Inc. 0.72% Add +0.3% 9,764 $2.5M
Columbus Macro, LLC 0.28% Reduce -7.1% 9,729 $2.5M
Forefront Wealth Partners, LLC 0.62% New 9,721 $2.5M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.29% Reduce -1.6% 9,700 $2.5M
Legacy Advisors, LLC 0.30% — 9,644 $2.5M
Legacy Edge Advisors, LLC 0.29% No change 9,635 $2.4M
Principle Wealth Partners LLC 0.14% Reduce -0.8% 9,621 $2.4M
Soltis Investment Advisors LLC 0.17% Add +3.6% 9,617 $2.4M
Elevated Capital Advisors, LLC 0.61% Add +2.8% 9,596 $2.4M
Modus Advisors, LLC 0.66% Reduce -1.9% 9,553 $2.4M
Moneco Advisors, LLC 0.20% Reduce -12.0% 9,550 $2.4M
Forefront Analytics, LLC 2.33% Add +0.3% 9,534 $2.4M
Fairway Wealth LLC 0.68% Add +19.5% 9,480 $2.4M
Intrinsic Value Partners, LLC 1.94% Reduce -1.1% 9,428 $2.4M
Moisand Fitzgerald Tamayo, LLC 0.28% Reduce -3.6% 9,424 $2.4M
City State Bank 0.69% Reduce -3.0% 9,423 $2.4M
CGN Advisors LLC 0.20% Add +0.1% 9,419 $2.4M
Strategies Wealth Advisors, LLC 0.25% Add +0.1% 9,385 $2.4M
MassMutual Private Wealth & Trust, FSB 0.06% Reduce -0.4% 9,375 $2.4M
Zhang Financial LLC 0.10% Reduce -3.7% 9,356 $2.4M
Arkadios Wealth Advisors 0.06% Add +26.4% 9,322 $2.4M
MIdWestOne Financial Group, Inc. 0.29% Add +21.0% 9,279 $2.4M
Peoples Financial Services Corp. 1.06% Add +18.1% 9,271 $2.4M
Argent Trust Co 0.08% Add +0.5% 9,246 $2.4M
Wealthspan Partners, LLC 0.91% Reduce -4.0% 9,246 $2.4M
Summit Wealth & Retirement Planning, Inc. 0.58% Reduce -2.3% 9,241 $2.3M
Fortitude Family Office, LLC 0.63% Reduce -0.8% 9,195 $2.3M
Cornerstone Advisors Asset Management, LLC 0.41% Add +2.7% 9,160 $2.3M
Holos Integrated Wealth LLC 1.37% Reduce -0.4% 9,381 $2.3M
Mitchell Sinkler & Starr 1.05% Add +0.4% 9,149 $2.3M
Onyx Bridge Wealth Group LLC 0.25% Add +8.8% 9,088 $2.3M
Conning Inc. 0.08% No change 9,084 $2.3M
Westside Investment Management, Inc. 0.37% Reduce -1.5% 9,065 $2.3M
Blue Trust, Inc. 0.03% Add +30.5% 9,036 $2.3M
Guardian Wealth Advisors, LLC / NC 0.15% Add +3.3% 9,009 $2.3M
Patriot Financial Group Insurance Agency, LLC 0.29% Add +22.1% 9,017 $2.3M
Focus Financial Network, Inc. 0.08% Add +4.1% 8,970 $2.3M
Main Street Financial Solutions, LLC 0.15% Reduce -10.7% 8,940 $2.3M
Infinity Wealth Counsel, LLC 2.20% Add +0.2% 8,926 $2.3M
Revolve Wealth Partners, LLC 0.27% Add +3.8% 8,926 $2.3M
Dorsey & Whitney Trust CO LLC 0.12% No change 8,894 $2.3M
Market Street Wealth Management Advisors LLC 0.36% Reduce -2.5% 8,797 $2.2M
Gladstone Institutional Advisory LLC 0.09% Add +2.7% 8,767 $2.2M
Waters Parkerson & Co., LLC 0.11% Add +3.6% 8,766 $2.2M
DecisionPoint Financial, LLC 0.52% Reduce -0.2% 8,722 $2.2M
Pine Valley Investments Ltd Liability Co 0.12% Add +6.8% 8,691 $2.2M
United Financial Planning Group LLC 1.39% — 8,663 $2.2M
Hohimer Wealth Management, LLC 0.31% Add +1.4% 8,639 $2.2M
Simmons Bank 0.15% Reduce -3.5% 8,635 $2.2M
BCS Private Wealth Management, Inc. 0.78% Add +21.9% 8,589 $2.2M
Debussy Capital Management LP 0.31% Reduce -13.7% 8,606 $2.2M
Kirtland Hills Capital Management, LLC 0.86% Add +11.5% 8,519 $2.2M
Cypress Point Wealth Management, LLC 0.44% No change 8,500 $2.2M
Private Wealth Advisors, LLC 0.80% Reduce -3.9% 8,403 $2.1M
Trust Co. of Vermont 0.09% Reduce -0.4% 8,385 $2.1M
Noble Wealth Management PBC 1.12% — 8,268 $2.1M
PFG Investments, LLC 0.11% Add +10.8% 8,242 $2.1M
Morton Brown Family Wealth, LLC 0.60% Reduce -0.3% 8,217 $2.1M
Beaird Harris Wealth Management, LLC 0.15% Add +2.6% 8,163 $2.1M
BCS Wealth Management 0.47% Reduce -1.4% 8,159 $2.1M
Eclectic Associates Inc. 0.38% Reduce -1.7% 8,129 $2.1M
FDx Advisors, Inc. 0.61% Reduce -2.1% 7,990 $2.0M
Camelot Portfolios, LLC 1.21% Reduce -0.6% 8,010 $2.0M
Affinity Capital Advisors, LLC 0.31% Reduce -0.5% 7,905 $2.0M
MADDEN SECURITIES Corp 0.62% Reduce -3.1% 7,971 $2.0M
Schneider Downs Wealth Management Advisors, LP 0.24% Reduce -3.2% 7,971 $2.0M
Cabot-Wellington, LLC 0.66% Reduce -7.8% 7,964 $2.0M
MidAtlantic Capital Management, Inc. 1.38% Add +0.0% 7,928 $2.0M
TPG Financial Advisors, LLC 0.75% Reduce -0.5% 7,906 $2.0M
First American Bank 0.13% Add +26.1% 7,895 $2.0M
Capital Investment Advisors, LLC 0.03% Add +6.0% 7,882 $2.0M
Canal Capital Management, LLC 0.30% No change 7,822 $2.0M
SeaCrest Wealth Management, LLC 0.21% Add +5.7% 7,694 $2.0M
J Hagan Capital, Inc. 1.20% Add +6.8% 7,761 $2.0M
Embree Financial Group 0.26% Reduce -11.8% 7,758 $2.0M
Hunter Associates Investment Management LLC 0.27% Reduce -2.8% 7,581 $2.0M
Sfm, LLC 1.14% Reduce -1.6% 7,698 $2.0M
Berger Financial Group, Inc 0.12% Add +4.1% 7,680 $2.0M
Peak Asset Management, LLC 0.34% No change 7,649 $1.9M
Mountain Hill Investment Partners Corp. 1.70% Reduce -10.2% 7,641 $1.9M
Duncker Streett & Co. Inc. 0.34% Reduce -0.1% 7,607 $1.9M
Cahill Financial Advisors Inc. 0.22% Reduce -4.5% 7,598 $1.9M
Rockbridge Investment Management, LCC 0.19% Reduce -0.2% 7,580 $1.9M
Essex Bank 0.43% Reduce -1.9% 7,578 $1.9M
Cibc World Market Inc. 0.00% Add +1.6% 7,562 $1.9M
Pioneer Wealth Management Group 0.62% Reduce -8.6% 7,560 $1.9M
Sierra Capital LLC 0.21% No change 7,550 $1.9M
Maryland Capital Advisors Inc. 0.69% Reduce -0.7% 7,530 $1.9M
Valley Forge Investment Consultants Inc. Adv 0.56% Add +66.2% 7,525 $1.9M
Tarbox Family Office, Inc. 0.28% Reduce -0.0% 7,517 $1.9M
Howland Capital Management LLC 0.07% Add +0.1% 7,456 $1.9M
Pennsylvania Capital Management Inc. 0.55% Add +0.0% 7,476 $1.9M
STAR Financial Bank 1.12% Add +3.9% 7,449 $1.9M
Anderson Hoagland & Co. 0.17% Reduce -29.4% 7,424 $1.9M
Advocate Group LLC 0.31% Add +39.5% 7,408 $1.9M
Collective Family Office LLC 0.45% Reduce -0.2% 7,391 $1.9M
Allegheny Financial Group 0.35% Add +6.5% 7,377 $1.9M
Wedbush Securities Inc. 0.06% Reduce -6.9% 7,368 $1.9M
New England Asset Management Inc. 0.25% No change 7,340 $1.9M
Brighton Securities Corp. 0.97% Add +43.6% 7,337 $1.9M
O'Connor Financial Group LLC 0.78% Reduce -1.3% 7,320 $1.9M
Ascent Group, LLC 0.07% Reduce -38.2% 7,318 $1.9M
Level Financial Advisors 0.52% Add +5.3% 7,293 $1.9M
Kennicott Capital Management LLC 0.89% Reduce -11.7% 7,263 $1.8M
First National Bank of Omaha 0.12% No change 7,223 $1.8M
Shorepoint Capital Partners LLC 0.36% — 7,213 $1.8M
Perennial Investment Advisors, LLC 0.15% Reduce -0.8% 7,197 $1.8M
Dentgroup LLC 1.18% No change 7,179 $1.8M
Manuka Financial, LLC 1.13% Reduce -30.2% 7,175 $1.8M
Highline Wealth Partners LLC 0.49% Add +5.0% 7,173 $1.8M
Tillman Hartley LLC 0.47% Add +1.8% 7,113 $1.8M
21 West Wealth Management LLC 1.71% Add +2.9% 7,083 $1.8M
Tred Avon Family Wealth, LLC 0.62% — 7,077 $1.8M
Summit Investment Advisory Services, LLC 0.72% Add +4.0% 7,076 $1.8M
Traynor Capital Management, Inc. 0.10% Reduce -8.0% 7,074 $1.8M
Flagstar Securities, Inc. 0.55% Reduce -40.5% 7,039 $1.8M
Verus Capital Partners, LLC 0.14% Reduce -2.2% 7,060 $1.8M
Wiser Advisor Group LLC 2.22% Add +0.9% 7,034 $1.8M
Dimension Capital Management LLC 0.26% Reduce -0.2% 7,032 $1.8M
Traveka Wealth, LLC 0.80% No change 7,014 $1.8M
Retirement Planning Co of New England, Inc. 0.72% Reduce -2.8% 6,990 $1.8M
Sagespring Wealth Partners, LLC 0.03% Add +4.3% 6,981 $1.8M
Gainplan LLC 0.75% Reduce -2.9% 6,942 $1.8M
TCI Wealth Advisors, Inc. 0.10% Add +0.6% 6,923 $1.8M
Gryphon Financial Partners LLC 0.20% Add +6.8% 6,896 $1.8M
Sachem Hill LLC 0.35% Reduce -1.0% 6,874 $1.7M
Clarity Capital Advisors, LLC 0.95% Add +0.2% 6,873 $1.7M
Advisors Capital Management, LLC 0.02% Reduce -1.7% 6,852 $1.7M
SigFig Wealth Management, LLC 0.05% Reduce -43.5% 6,816 $1.7M
Partners in Financial Planning 0.30% Reduce -1.9% 6,812 $1.7M
Opulen Financial Group LLC 1.31% Reduce -1.7% 6,812 $1.7M
Gray Private Wealth, LLC 0.87% Add +0.2% 6,782 $1.7M
Hilltop Holdings Inc. 0.09% Add +22.6% 6,772 $1.7M
Fearless Solutions, LLC dba Best Invest 1.10% Reduce -0.6% 6,757 $1.7M
Lowe Brockenbrough & Co. Inc. 0.09% Reduce -1.0% 6,703 $1.7M
Deutsche Bank AG 0.00% Add +40.2% 6,692 $1.7M
Simplicity Wealth,LLC 0.10% Add +125.1% 6,668 $1.7M
Pacific Sun Financial Corp 0.82% Reduce -1.5% 6,659 $1.7M
Marquette Asset Management, LLC 0.26% Reduce -2.0% 6,640 $1.7M
Investment Partners, LTD. 0.59% Reduce -0.7% 6,609 $1.7M
Anchor Investment Management, LLC 0.14% Reduce -3.9% 6,577 $1.7M
Topsail Wealth Management, LLC 0.28% No change 6,544 $1.7M
McCollum Christoferson Group LLC 0.48% Add +130.5% 6,553 $1.7M
Ironwood Financial, llc 0.29% Add +1.3% 6,523 $1.7M
Sunburst Financial Group, LLC 0.35% Reduce -1.4% 6,496 $1.7M
Aaron Wealth Advisors LLC 0.10% Reduce -3.1% 6,491 $1.7M
Patron Partners, LLC 0.74% Add +1.8% 6,429 $1.6M
Compass Financial Group, INC 0.24% Add +0.2% 6,399 $1.6M
Sightline Wealth Advisors, LLC 0.73% Reduce -2.1% 6,395 $1.6M
Canandaigua National Trust Co of Florida 1.29% Reduce -4.6% 6,388 $1.6M
Bell Investment Advisors, Inc 0.26% Reduce -3.0% 6,359 $1.6M
Seven Springs Wealth Group, LLC 0.40% No change 6,334 $1.6M
USAdvisors Wealth Management, LLC 0.55% Add +2.6% 6,316 $1.6M
Lanark Financial, Inc. 0.12% Add +1.9% 6,313 $1.6M
2UniFi Bank 0.80% Add +11.0% 6,306 $1.6M
Lee Financial Co 0.20% Add +0.0% 6,292 $1.6M
Jeppson Wealth Management, LLC 0.51% Reduce -0.3% 6,295 $1.6M
Willow Creek Wealth Management Inc. 0.13% Add +50.9% 6,261 $1.6M
Ofc Financial Planning, LLC 1.57% Reduce -1.4% 6,248 $1.6M
Beaumont Financial Advisors, LLC 0.11% Add +1.9% 6,219 $1.6M
Romano Brothers and Company 0.18% Reduce -1.7% 6,196 $1.6M
Global Wealth Management Investment Advisory, Inc. 0.26% Reduce -3.7% 6,178 $1.6M
First Citizens Bank & Trust Co. 0.03% Reduce -5.7% 6,146 $1.6M
Tompkins Financial Corp. 0.13% Reduce -7.2% 6,114 $1.6M
Muirfield Wealth Advisors LLC 1.15% Reduce -0.1% 6,112 $1.6M
Schrum Private Wealth Management LLC 1.14% Add +2.8% 6,104 $1.6M
LifePlan Investment Advisors, Inc. 0.65% Add +13.9% 6,103 $1.6M
Private Trust Co. NA 0.14% Add +24.2% 6,100 $1.6M
Berkeley Capital Partners, LLC 0.36% Add +1.0% 6,052 $1.5M
Westover Capital Advisors, LLC 0.28% Reduce -0.1% 6,047 $1.5M
Hall Capital Management Co. Inc. 0.61% Reduce -2.1% 6,044 $1.5M
Trivium Point Advisory, LLC 0.16% Reduce -2.2% 6,034 $1.5M
Paulson Wealth Management Inc. 0.36% Reduce -3.4% 6,034 $1.5M
Planwiser Financial, LLC 1.22% Reduce -3.2% 6,030 $1.5M
New Covenant Trust Company, N.A. 1.42% Reduce -1.1% 6,006 $1.5M
Clear Creek Financial Management, LLC 0.13% Add +0.7% 6,006 $1.5M
S&T Bank 0.43% No change 5,999 $1.5M
Chevy Chase Trust Holdings, LLC 0.00% Reduce -3.0% 5,991 $1.5M
Wisconsin Wealth Advisors, LLC 1.45% Reduce -1.8% 5,988 $1.5M
Clifford Swan Investment Counsel LLC 0.05% Add +3.6% 5,982 $1.5M
C M Bidwell & Associates Ltd. 0.73% Add +6.0% 5,981 $1.5M
Tranquility Partners, LLC 0.51% Reduce -0.1% 5,979 $1.5M
Madden Advisory Services, Inc. 0.64% Reduce -1.0% 5,967 $1.5M
Colonial Trust Co / SC 0.20% Add +35.4% 5,942 $1.5M
AlTi Global, Inc. 0.04% Reduce -14.7% 5,906 $1.5M
Williams Jones Wealth Management, LLC. 0.02% Reduce -10.6% 5,919 $1.5M
Kendall Capital Management 0.34% No change 5,910 $1.5M
Dogwood Wealth Management LLC 0.68% No change 5,864 $1.5M
Retirement Guys Formula LLC 0.53% Reduce -3.2% 5,955 $1.5M
Cascade Financial Partners, LLC 0.17% Reduce -0.2% 5,880 $1.5M
GW&K Investment Management, LLC 0.01% Reduce -0.1% 5,852 $1.5M
Keel Point, LLC 0.09% Reduce -7.6% 5,839 $1.5M
SFG Wealth Management, LLC. 0.64% Reduce -34.9% 5,827 $1.5M
Compass Capital Corp. /Ma/ 0.65% Reduce -0.9% 5,797 $1.5M
Rockwood Wealth Management, LLC 0.12% Reduce -0.8% 5,792 $1.5M
Lodestar Private Asset Management LLC 0.15% Add +8.0% 5,790 $1.5M
Cornerstone Wealth Advisors, Inc. 0.35% Reduce -0.2% 5,760 $1.5M
Greenleaf Trust 0.01% Reduce -1.0% 5,756 $1.5M
High Net Worth Advisory Group LLC 0.35% Add +44.2% 5,750 $1.5M
Motley Fool Wealth Management, LLC 0.10% Reduce -1.1% 5,743 $1.5M
KCM Investment Advisors LLC 0.05% Reduce -0.5% 5,738 $1.5M
Grange Capital, LLC 1.41% Reduce -3.6% 5,738 $1.5M
Flputnam Investment Management Co. 0.02% Reduce -12.3% 5,716 $1.5M
Intrua Financial, LLC 0.17% New 5,713 $1.5M
Lam Group, Inc. 0.90% No change 5,705 $1.5M
Laird Norton Wetherby Wealth Management, LLC 0.06% Add +9.8% 5,693 $1.4M
Cornerstone Wealth Group, LLC 0.10% Reduce -1.9% 5,677 $1.4M
Independence Bank of Kentucky 0.19% Add +3.2% 5,674 $1.4M
Carl P. Sherr & Co., LLC 0.68% Add +3.2% 5,673 $1.4M
Meridian Investment Counsel Inc. 0.36% Add +24.2% 5,673 $1.4M
Fulton Bank, N.A. 0.05% Reduce -32.3% 5,665 $1.4M
KMG Fiduciary Partners, LLC 0.10% Add +0.0% 5,651 $1.4M
Capital Squared Financial LLC 1.24% Add +73.7% 5,634 $1.4M
Founders Financial Alliance, LLC 0.27% Reduce -2.0% 5,576 $1.4M
MorganRosel Wealth Management, LLC 0.37% Add +8.0% 5,555 $1.4M
DBK Financial Counsel, LLC 1.18% Reduce -1.0% 5,541 $1.4M
Harbor Group, Inc. 0.22% Reduce -4.4% 5,536 $1.4M
Amara Financial, Llc. 1.03% Add +0.1% 5,507 $1.4M
McCarter Private Wealth Services LLC 0.71% Add +31.5% 5,467 $1.4M
Bearing Point Capital, LLC 0.24% Add +0.7% 5,454 $1.4M
Luminist Capital LLC 1.21% Add +11.3% 5,425 $1.4M
Defined Wealth Management, LLC 0.80% Reduce -0.3% 5,437 $1.4M
Spire Wealth Management 0.05% Reduce -2.2% 5,435 $1.4M
Cidel Asset Management Inc. 0.08% No change 5,432 $1.4M
Everhart Financial Group, Inc. 0.14% Add +5.2% 5,423 $1.4M
Generation Capital Management LLC 1.00% Add +43.6% 5,421 $1.4M
King Wealth Management Group 0.17% No change 5,381 $1.4M
DMKC Advisory Services, LLC 0.69% Add +15.9% 5,368 $1.4M
First Horizon Corp. 0.06% — 5,343 $1.4M
Mustard Seed Financial, LLC 0.87% Add +11.3% 5,330 $1.4M
O'ROURKE & COMPANY, Inc 0.56% Add +0.9% 5,318 $1.4M
Freedom Financial Partners LLC 0.51% Reduce -0.8% 5,308 $1.3M
Global Strategic Investment Solutions, LLC 0.13% Reduce -1.2% 5,302 $1.3M
Liberty Wealth Management LLC 0.19% Add +2.4% 5,299 $1.3M
Oak Wealth Advisors LLC 0.78% Add +1.9% 5,294 $1.3M
Carnegie Investment Counsel 0.03% Reduce -5.0% 5,291 $1.3M
Trinity Financial Advisors LLC 0.39% Reduce -8.7% 5,267 $1.3M
World Equity Group, Inc. 0.30% Reduce -2.0% 5,279 $1.3M
Quadrant Capital Group LLC 0.04% No change 5,272 $1.3M
Tme Financial, Inc. 1.00% Add +3.7% 5,258 $1.3M
BXM Wealth LLC 1.27% Add +77.5% 5,633 $1.3M
Bond & Devick Financial Network, Inc. 0.40% Reduce -0.3% 5,246 $1.3M
NorthCrest Asset Manangement, LLC 0.03% Reduce -5.5% 5,204 $1.3M
Fairview Capital Investment Management, LLC 0.07% No change 5,229 $1.3M
Grove Street Fiduciary, LLC 0.63% Reduce -3.7% 5,210 $1.3M
SteelPeak Wealth, LLC 0.04% New 5,192 $1.3M
Geneos Wealth Management Inc. 0.03% Reduce -59.2% 5,202 $1.3M
Fund Evaluation Group, LLC 0.05% Reduce -1.4% 5,190 $1.3M
180 Wealth Advisors, LLC 0.16% Add +1.3% 5,189 $1.3M
Capital City Trust Co. 0.32% Add +1.6% 5,185 $1.3M
Gibson Capital, LLC 0.24% Reduce -3.0% 5,176 $1.3M
Russell Investments Group, Ltd. 0.00% Add +3.4% 5,152 $1.3M
Fiera Capital Corp 0.00% No change 5,152 $1.3M
Cherrydale Wealth Management, LLC 0.41% Reduce -9.0% 5,112 $1.3M
CPA Asset Management Group, LLC 0.50% No change 5,094 $1.3M
Capstone Wealth Management Group LLC 0.83% Add +1.3% 5,092 $1.3M
Cooper Financial Group 0.14% Add +8.3% 5,091 $1.3M
Silverlake Wealth Management LLC 0.32% Reduce -4.0% 5,083 $1.3M
Arrowroot Family Office, LLC 0.51% Reduce -1.8% 5,044 $1.3M
First Business Financial Services, Inc. 0.12% Reduce -33.7% 5,039 $1.3M
Nicolet Bankshares Inc. 0.21% Add +24.2% 5,035 $1.3M
BBR Partners, LLC 0.07% Reduce -13.6% 5,030 $1.3M
SwitchPoint Financial Planning, LLC 0.92% No change 5,006 $1.3M
Marshall Financial Group, LLC 0.25% Reduce -1.6% 4,960 $1.3M
Secure Asset Management, LLC 0.21% Reduce -16.2% 4,940 $1.3M
Claris Financial LLC 0.71% Add +25.1% 4,934 $1.3M
Richardson Financial Services Inc. 0.78% Reduce -0.9% 4,922 $1.3M
Uptick Partners, LLC 0.33% Reduce -5.3% 4,913 $1.2M
Strategic Financial Partners, Ltd. 0.57% Reduce -2.1% 4,888 $1.2M
Western Wealth Management, LLC 0.07% Reduce -10.9% 4,885 $1.2M
Delta Financial Advisors LLC 0.35% Add +1.2% 4,885 $1.2M
Capstone Wealth Management Group, LLC 0.53% Reduce -0.3% 4,883 $1.2M
National Philanthropic Trust 0.01% Reduce -1.8% 4,863 $1.2M
Vicus Capital 0.09% Add +1.1% 4,847 $1.2M
Medallion Wealth Advisors, LLC 0.44% Add +0.9% 4,844 $1.2M
Stillwater Capital Advisors, LLC 0.14% Reduce -3.2% 4,835 $1.2M
Federation des caisses Desjardins du Quebec 0.00% Reduce -13.6% 4,834 $1.2M
Nations Financial Group Inc, /Ia/ 0.08% Reduce -2.4% 4,827 $1.2M
Lord & Richards Wealth Management, LLC 1.12% Add +8.6% 4,812 $1.2M
SC&H Financial Advisors, Inc. 0.20% Reduce -10.8% 4,803 $1.2M
FineMark National Bank & Trust 0.04% Add +34.6% 4,799 $1.2M
Dagco, Inc. 0.31% Add +0.0% 4,789 $1.2M
First Interstate Bank 0.07% Add +81.2% 4,786 $1.2M
Upper Left Wealth Management, LLC 0.76% Reduce -9.4% 4,785 $1.2M
Sovran Advisors, LLC 0.11% Add +27.1% 4,774 $1.2M
Mosaic Family Wealth Partners, LLC 0.14% Reduce -23.0% 4,756 $1.2M
Hiley Hunt Wealth Management 0.57% No change 4,747 $1.2M
Pines Wealth Management, LLC 0.41% Add +7.0% 4,742 $1.2M
Beacon Financial Group 0.12% Reduce -0.6% 4,739 $1.2M
Brown Brothers Harriman & Co. 0.01% Reduce -42.4% 4,716 $1.2M
Nabity-Jensen Investment Management Inc 0.83% Reduce -4.2% 4,694 $1.2M
Moneywise, Inc. 0.54% Reduce -4.3% 4,691 $1.2M
Choate Investment Advisors 0.02% Add +2.8% 4,673 $1.2M
Park National Corp. 0.04% Reduce -1.4% 4,666 $1.2M
Probity Advisors, Inc. 0.19% Reduce -0.1% 4,661 $1.2M
Flagship Wealth Advisors, LLC 0.39% Reduce -2.4% 4,646 $1.2M
Maia Wealth LLC 0.20% Reduce -2.8% 4,624 $1.2M
Jag Capital Management, LLC 0.13% No change 4,627 $1.2M
Blue Bell Private Wealth Management, LLC 0.18% Add +1.1% 4,624 $1.2M
Coastline Trust Co 0.13% Reduce -3.9% 4,620 $1.2M
Financial Advisors Network, Inc. 0.17% Add +4.7% 4,614 $1.2M
BSW Wealth Partners 0.15% Reduce -0.2% 4,587 $1.2M
Vista Investment Management 0.41% Reduce -0.8% 4,583 $1.2M
Wingate Wealth Advisors, Inc. 0.80% Add +32.5% 4,527 $1.2M
Sunbeam Capital Management, LLC 0.71% Add +0.3% 4,485 $1.1M
Townsquare Capital LLC 0.17% Reduce -17.2% 4,492 $1.1M
Oxbow Advisors, LLC 0.11% Reduce -2.6% 4,484 $1.1M
FIDELIS iM, LLC 0.71% No change 5,200 $1.1M
Fiduciary Alliance LLC 0.08% Add +21.0% 4,470 $1.1M
Wellspring Financial Advisors, LLC 0.10% Reduce -29.4% 4,461 $1.1M
M3 Advisory Group, LLC 0.71% Add +10.9% 4,457 $1.1M
Quadrant Private Wealth Management, LLC 0.21% Add +10.8% 4,435 $1.1M
Operose Advisors LLC 0.28% Add +11.6% 4,428 $1.1M
NorthStar Asset Management LLC 0.53% Add +16.2% 4,392 $1.1M
Plante Moran Financial Advisors, LLC 0.07% Reduce -6.8% 4,362 $1.1M
GK Wealth Management LLC 0.82% Reduce -32.8% 4,355 $1.1M
Consultiva Wealth Management, Corp. 3.11% Reduce -2.3% 4,355 $1.1M
Asset Allocation & Management Company, LLC 0.47% No change 4,345 $1.1M
Cardiff Park Advisors, LLC 0.08% Add +3.0% 4,345 $1.1M
Twin Peaks Wealth Advisors, LLC 0.38% Reduce -14.1% 4,343 $1.1M
Kovack Advisors, Inc. 0.10% Add +19.9% 4,338 $1.1M
Stockman Wealth Management, Inc. 0.14% Add +190.5% 4,302 $1.1M
Bank of Marin 0.77% No change 4,300 $1.1M
Ranch Capital Advisors Inc. 0.42% Reduce -4.2% 4,270 $1.1M
Cohen Investment Advisors LLC 0.53% Add +3.7% 4,277 $1.1M
Laurel Wealth Planning LLC 0.57% Add +0.4% 4,275 $1.1M
Sachetta, LLC 0.40% Reduce -1.7% 4,274 $1.1M
Asset Dedication, LLC 0.07% Add +13.9% 4,264 $1.1M
Diversified Portfolios, Inc. 0.10% Add +1.5% 4,252 $1.1M
Biltmore Family Office, LLC 0.15% No change 4,226 $1.1M
Mission Creek Capital Partners, Inc. 0.21% Add +290.0% 4,235 $1.1M
Armbruster Capital Management, Inc. 0.18% Reduce -0.3% 4,224 $1.1M
Graney & King, LLC 0.74% Add +0.9% 4,217 $1.1M
Caitlin John, LLC 0.74% Reduce -2.0% 4,197 $1.1M
Beese Fulmer Investment Management, Inc. 0.07% Add +0.1% 4,183 $1.1M
Security National Bank of So Dak 0.53% Reduce -0.6% 4,173 $1.1M
L.K. Benson & Company, P.C. 0.57% Add +10.2% 4,169 $1.1M
1ST Source Bank 0.06% Add +0.5% 4,134 $1.1M
TABR Capital Management, LLC 0.72% Reduce -0.9% 4,108 $1.0M
Financial Advocates Investment Management 0.59% Reduce -77.7% 4,100 $1.0M
Charter Oak Capital Management, LLC 0.08% Add +1.5% 4,094 $1.0M
National Bank of Canada 0.00% Reduce -77.7% 4,092 $1.0M
Riverview Trust Co 1.26% Reduce -0.3% 4,086 $1.0M
Rosenblum Silverman Sutton S F Inc. 0.24% Add +3.4% 4,083 $1.0M
Kuhn & Co Investment Counsel 0.82% Add +0.9% 4,080 $1.0M
Landmark Wealth Management, LLC 0.41% Add +0.5% 4,073 $1.0M
HUB Investment Partners, LLC 0.04% Reduce -1.5% 4,067 $1.0M
Proficio Capital Partners LLC 0.07% Reduce -21.9% 4,057 $1.0M
Lionshead Wealth Management, LLC 0.82% Add +65.2% 4,039 $1.0M
Naples Global Advisors, LLC 0.08% Add +0.4% 4,005 $1.0M
Bedel Financial Consulting, Inc. 0.13% Add +2.1% 4,015 $1.0M
Fort Washington Investment Advisors Inc. 0.01% Add +2.0% 4,014 $1.0M
Disciplined Investments, LLC 0.41% Reduce -2.2% 4,008 $1.0M
Trevian Wealth Management LLC 0.55% Add +29.8% 4,001 $1.0M
Lee Danner & Bass Inc. 0.07% Reduce -0.4% 3,991 $1.0M
River Wealth Advisors LLC 0.12% Reduce -0.9% 3,977 $1.0M
Verus Financial Partners, Inc. 0.10% Reduce -3.0% 3,975 $1.0M
McLean Asset Management Corp 0.21% Add +0.2% 3,913 $1.0M
Zacks Investment Management 0.01% New 3,972 $1.0M
Corsicana & Co. 0.57% — 3,972 $1.0M
Investment Counsel Co. of Nevada 2.05% Add +0.3% 3,961 $1.0M
Revisor Wealth Management LLC 0.35% Reduce -42.1% 3,925 $1.0M
Cannon Wealth Management Services, LLC 0.76% Add +7.0% 3,944 $1.0M
Verdence Capital Advisors LLC 0.06% Add +14.7% 3,851 $1.0M
Bridgewater Advisors Inc. 0.07% Reduce -4.0% 3,999 $1.0M
Strategic Financial Concepts, LLC 0.15% Reduce -26.6% 3,931 $999K
Essex LLC 0.18% Reduce -2.3% 3,925 $998K
Sound Financial Strategies Group, LLC 0.73% Add +11.3% 3,919 $997K
Millington Financial Advisors, LLC 0.48% Reduce -3.2% 3,932 $995K
Libra Wealth LLC 0.30% Add +1.3% 3,893 $990K
North Star Investment Management Corp. 0.06% Add +0.2% 3,892 $990K
Outbound Financial Inc 0.80% No change 3,869 $984K
Conservest Capital Advisors, Inc. 0.09% Reduce -1.4% 3,843 $977K
Geometric Wealth Advisors 0.13% No change 3,837 $976K
Post Resch Tallon Group Inc. 0.87% Add +4.6% 3,827 $973K
Lincoln Capital LLC 0.18% Add +8.0% 3,765 $971K
WealthShield Partners, LLC 0.11% Add +0.4% 3,818 $971K
Brio Consultants, LLC 0.13% Reduce -30.7% 3,814 $970K
Renaissance Technologies 0.00% New 3,800 $966K
Regatta Capital Group, LLC 0.15% No change 3,797 $966K
Ameriflex Group, Inc. 0.36% Add +266.0% 3,792 $964K
FC Advisory LLC 0.28% Add +0.9% 3,774 $960K
PFG Private Wealth Management, LLC 0.43% New 3,773 $959K
Integrity Wealth Solutions LLC 0.43% Add +9.2% 3,773 $959K
Tactive Advisors, LLC 0.27% Add +3.3% 3,761 $956K
Meritage Portfolio Management 0.06% Reduce -0.0% 3,740 $951K
Twin Focus Capital Partners, LLC 0.12% Add +0.5% 3,738 $951K
Waterford Advisors, LLC 0.33% Reduce -99.0% 3,729 $948K
JT Stratford LLC 0.13% Add +0.1% 3,721 $946K
Droms Strauss Advisors Inc. /Mo/ 0.27% Reduce -5.7% 3,697 $940K
FNY Investment Advisers, LLC 0.31% New 3,700 $940K
Centaurus Financial, Inc. 0.04% Add +43.8% 3,693 $939K
Integrity Alliance, Llc. 0.04% Add +20.6% 3,692 $939K
North Capital, Inc. 0.73% Add +6.3% 3,691 $939K
Pinnacle Wealth Planning Services, Inc. 0.11% Reduce -0.1% 3,667 $932K
Luminvest Wealth Management LLC 0.30% Add +105.3% 3,667 $932K
Catalyst Financial Partners LLC 0.11% Reduce -0.9% 3,657 $930K
Confluence Wealth Services, Inc. 0.05% Reduce -0.1% 3,657 $930K
Bath Savings Trust Co 0.09% Add +8.4% 3,648 $928K
FreeGulliver LLC 0.41% Add +0.6% 3,620 $920K
Valpey Financial Services, LLC 0.60% Reduce -2.0% 3,615 $919K
Winthrop Capital Management, LLC 0.22% No change 3,616 $919K
Ewa, LLC 0.25% Add +0.6% 3,593 $914K
Tudor Investment Corporation 0.01% Reduce -90.5% 3,586 $912K
Prosperity Consulting Group, LLC 0.04% Add +15.6% 3,575 $909K
Mayflower Financial Advisors, LLC 0.11% Add +0.5% 3,568 $907K
Passive Capital Management, LLC. 0.29% Reduce -2.4% 3,552 $903K
Eagle Bluffs Wealth Management LLC 0.39% Add +1.1% 3,540 $903K
Meridian Wealth Partners, LLC 0.12% Reduce -26.9% 3,551 $903K
Cobblestone Capital Advisors LLC 0.04% No change 3,534 $899K
Heritage Wealth Management, Inc. 0.26% Reduce -7.5% 3,531 $898K
First National Trust Co 0.03% Reduce -1.9% 3,522 $896K
American Money Management, LLC 0.15% Reduce -4.8% 3,517 $894K
Astra Wealth Partners LLC 0.62% Reduce -0.2% 3,508 $892K
DiNuzzo Private Wealth, Inc. 0.10% Add +0.3% 3,875 $885K
Golden State Wealth Management, LLC 0.10% Add +0.8% 3,472 $883K
Willis Johnson & Associates, Inc. 0.05% Reduce -12.9% 3,448 $877K
Evernest Financial Advisors, LLC 0.25% Add +13.1% 3,443 $875K
Pecaut & Co. 0.28% Reduce -23.8% 3,434 $873K
Southland Equity Partners LLC 0.18% Reduce -5.7% 3,431 $872K
Rodgers & Associates, LTD 0.09% No change 3,426 $871K
MJP Associates Inc. 0.11% Reduce -0.2% 3,425 $871K
Vantage Financial Partners, LLC 0.18% Reduce -5.1% 3,421 $870K
Segment Wealth Management, LLC 0.05% Add +0.2% 3,419 $869K
Innovative Wealth Building LLC 0.68% Reduce -0.4% 3,418 $869K
Glassman Wealth Services 0.12% Add +12.0% 3,412 $868K
V2 Financial group LLC 0.48% Reduce -3.9% 3,410 $867K
Peak Retirement Planning, Inc. 0.24% Add +28.5% 3,397 $864K
Independent Advisor Alliance 0.02% Reduce -13.5% 3,389 $862K
Optimum Investment Advisors 0.34% Reduce -1.8% 3,370 $857K
LexAurum Advisors, LLC 0.12% Reduce -22.1% 3,362 $855K
Apexium Financial, LP 0.04% Add +0.5% 3,357 $855K
Hughes Financial Services, LLC 0.14% Reduce -1.3% 3,344 $854K
Trust Point Inc. 0.07% No change 3,354 $853K
Franklin, Parlapiano, Turner & Welch, LLC 0.21% No change 3,345 $851K
Shayne & Jacobs, LLC 0.26% No change 3,340 $849K
B&D White Capital Company, LLC 0.11% New 3,339 $849K
Hill Island Financial LLC 0.21% Reduce -1.0% 3,332 $847K
Matrix Private Capital Group LLC 0.45% Add +0.7% 3,297 $841K
Birchcreek Wealth Management, LLC 0.43% Reduce -3.4% 3,307 $841K
Sterling Wealth Advisors Inc 0.54% No change 3,316 $840K
Arista Wealth Management, LLC 0.10% Reduce -0.5% 3,298 $839K
Waterloo Capital, L.P. 0.06% Add +0.6% 3,281 $834K
Quadcap Wealth Management, LLC 0.10% Reduce -3.8% 3,271 $832K
Trust Co. of Toledo NA 0.08% Add +31.9% 3,267 $831K
Harmony Asset Management LLC 0.28% Add +23.9% 3,245 $825K
Midland Wealth Advisors, LLC 0.04% Reduce -0.5% 3,240 $824K
Fiduciary Financial Group, LLC 0.13% Add +34.9% 3,217 $818K
MA Private Wealth 0.14% Reduce -37.4% 3,216 $818K
Moss Adams Wealth Advisors LLC 0.06% No change 3,205 $818K
GAMMA Investing LLC 0.05% No change 3,215 $818K
Silver Oak Advisory Group, Inc. 0.37% Add +0.0% 3,212 $816K
Bangor Savings Bank 0.07% Reduce -1.1% 3,201 $814K
Elevatus Welath Management 0.23% Add +8.3% 3,200 $814K
Guyasuta Investment Advisors Inc. 0.05% Reduce -17.4% 3,199 $814K
D'Orazio & Associates, Inc. 0.11% Reduce -40.5% 3,195 $812K
Zions Bancorporation, National Association 0.04% No change 3,195 $812K
Citadel Advisors 0.00% Reduce -63.8% 3,185 $810K
ARK & TLK Investments, LLC 0.26% Reduce -2.2% 3,178 $808K
Community Trust & Investment Co. 0.04% New 3,169 $806K
Pacific Point Advisors, LLC 0.47% Add +1.8% 3,145 $800K
Freedom Investment Management, Inc. 0.21% Reduce -37.1% 3,145 $800K
Planning Directions Inc. 0.42% Add +0.9% 3,145 $800K
LRI Investments, LLC 0.07% Reduce -0.1% 3,141 $799K
Westmount Partners, LLC 0.20% Add +5.5% 3,112 $793K
Family CFO Inc 0.36% No change 3,094 $787K
Diversify Advisory Services, LLC 0.03% Add +14.9% 3,088 $786K
Becker Capital Management Inc. 0.02% Reduce -7.0% 3,064 $782K
GEM Asset Management, LLC 0.37% Add +0.6% 3,056 $781K
Farmers National Bank 0.19% Reduce -1.1% 3,073 $781K
Bryn Mawr Trust Advisors, LLC 0.04% Reduce -0.7% 3,072 $781K
Marathon Strategic Advisors, LLC 0.62% Add +1.7% 3,044 $774K
Clark Wealth Partners 0.47% Reduce -18.0% 2,992 $772K
Nestegg Advisors, Inc. 0.68% Add +17.8% 2,999 $763K
Investor's Fiduciary Advisor Network, LLC 0.26% Reduce -6.6% 2,996 $761K
Harbor Investment Advisory, LLC 0.06% Reduce -3.5% 2,986 $759K
Madison Asset Management, LLC 0.01% Reduce -3.9% 2,985 $759K
Cannell & Spears LLC 0.01% Add +0.9% 2,965 $754K
Smith Asset Management Co., LLC 0.64% Add +24.5% 2,938 $753K
Pettyjohn, Wood & White, Inc. 0.12% Reduce -0.0% 2,944 $748K
Fairscale Capital, LLC 0.51% No change 2,930 $747K
Northstar Group, Inc. 0.11% Reduce -3.0% 2,931 $745K
Ashton Thomas Securities, LLC 0.10% Reduce -15.5% 2,930 $745K
Amplius Wealth Advisors, LLC 0.06% Reduce -26.3% 2,905 $739K
Certuity, LLC 0.05% Add +117.3% 2,897 $737K
Elyxium Wealth, LLC 0.25% No change 2,871 $730K
Pachira Investments Inc. 0.41% Add +8.2% 2,865 $728K
Sterling Capital Management LLC 0.01% No change 2,860 $727K
IFG Advisory, LLC 0.03% Reduce -7.6% 2,856 $726K
Truvestments Capital LLC 0.13% Reduce -9.5% 2,838 $722K
Clayton Financial Group LLC 0.53% Add +49.0% 2,830 $720K
Wells Trecaso Financial Group, LLC 0.34% Reduce -43.9% 2,823 $718K
Curi Capital, LLC 0.01% Add +37.8% 2,784 $710K
TCTC Holdings, LLC 0.02% No change 2,784 $708K
Atwater Malick LLC 0.20% No change 2,775 $706K
Fortis Capital Management LLC 0.10% Add +4.4% 2,761 $702K
HHM Wealth Advisors, LLC 0.08% Add +0.7% 2,745 $698K
Linscomb Wealth, Inc. 0.03% Reduce -5.4% 2,738 $696K
Riverpoint Wealth Management Holdings, LLC 0.15% Add +0.3% 2,736 $696K
Wescott Financial Advisory Group, LLC 0.06% Reduce -1.2% 2,733 $695K
PGIM Custom Harvest LLC 0.01% Reduce -13.3% 2,729 $694K
Cambridge Financial Group, LLC 0.22% Add +26.5% 2,721 $692K
J2 Capital Management Inc 0.52% Reduce -15.4% 2,720 $692K
Nvest Financial, LLC 0.40% New 2,705 $688K
Seek First Inc. 0.49% Add +0.3% 2,705 $688K
Aspen Grove Capital, LLC 0.12% Add +0.1% 2,683 $685K
Stonebridge Financial Planning Group, LLC 0.26% Add +17.9% 2,694 $685K
Stratos Investment Management, LLC 0.03% Add +0.1% 2,688 $684K
Truepoint, Inc. 0.02% Add +4.3% 2,688 $684K
AllSquare Wealth Management LLC 0.36% No change 2,678 $681K
Advisory Resource Group 0.12% Reduce -0.3% 2,677 $681K
MBL Wealth, LLC 0.06% No change 2,675 $680K
McGuire Investment Group, LLC 0.08% Reduce -0.5% 2,674 $680K
Advyzon Investment Management, LLC 0.12% Add +0.1% 2,659 $676K
SPC Financial, Inc. 0.05% Reduce -3.5% 2,658 $676K
WJ Financial Advisors LLC 0.66% — 2,657 $676K
Websterrogers Financial Advisors, LLC 0.20% Reduce -0.3% 2,655 $675K
Members Trust Co 0.02% No change 2,653 $675K
Mascagni Wealth Management, Inc. 0.52% Reduce -7.2% 2,653 $675K
Nilsine Partners, LLC 0.06% No change 2,613 $664K
Sandhill Capital Partners LLC 0.05% No change 2,612 $664K
Thompson Davis & Co., Inc. 0.41% Add +33.2% 2,607 $663K
Outlook Wealth Advisors, LLC 0.17% Add +2.0% 2,604 $662K
Accel Wealth Management 0.19% Add +4.3% 2,602 $662K
Grandfield & Dodd, LLC 0.04% Add +6.1% 2,599 $661K
Fingerlakes Wealth Management, Inc. 0.43% Reduce -0.7% 2,598 $661K
Human Investing LLC 0.10% Reduce -8.9% 2,587 $658K
Bank of New Hampshire 0.15% Reduce -16.2% 2,583 $657K
Heritage Investment Group, Inc. 0.10% Add +0.2% 2,575 $655K
Flywheel Private Wealth LLC 0.51% Reduce -2.7% 2,572 $654K
Brooklyn Investment Group 0.09% No change 2,754 $654K
Center For Asset Management LLC 0.35% Add +29.1% 2,566 $653K
Rothschild Investment LLC 0.04% Add +0.0% 2,560 $651K
Werba Rubin Papier Wealth Management 0.10% Add +0.1% 2,557 $650K
Eagle Strategies LLC 0.09% Add +3.1% 2,553 $649K
Lutz Financial Services LLC 0.05% Add +0.2% 2,541 $646K
Astoria Portfolio Advisors LLC. 0.17% No change 2,499 $645K
Birch Hill Investment Advisors LLC 0.03% No change 2,521 $641K
NorthRock Partners, LLC 0.01% Add +117.8% 2,514 $639K
Smith Chas P & Associates Pa Cpas 0.06% Reduce -1.4% 2,512 $639K
Searle & Co. 0.17% No change 2,500 $636K
Transcendent Capital Group LLC 0.28% Reduce -3.4% 2,496 $635K
Athena Investment Management 0.33% Add +46.2% 2,490 $633K
Smartleaf Asset Management LLC 0.04% Add +95.5% 2,490 $633K
TD Waterhouse Canada Inc. 0.00% No change 2,478 $632K
Avidian Wealth Enterprises, LLC 0.02% Reduce -1.7% 2,480 $631K
Glaxis Capital Management, LLC 1.05% Add +1.9% 2,480 $631K
Rockland Trust Co. 0.03% New 2,471 $628K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -10.7% 2,460 $626K
MPWM Advisory Solutions, LLC 0.37% Reduce -1.8% 2,457 $625K
CFS Investment Advisory Services, LLC 0.05% Add +6.2% 2,413 $625K
Denver PWM, LLC 0.19% No change 2,633 $624K
Montis Financial, LLC 0.14% Reduce -10.8% 2,445 $622K
Novem Group 0.07% Add +33.8% 2,444 $621K
Thomasville National Bank 0.04% No change 2,440 $620K
Balboa Wealth Partners 0.11% Reduce -2.7% 2,438 $620K
Montecito Bank & Trust 0.10% — 2,436 $619K
Vishria Bird Financial Group, LLC 0.12% Add +3.8% 2,431 $618K
Advisory Alpha, LLC 0.02% Reduce -0.3% 2,406 $617K
Elk River Wealth Management LLC 0.10% Add +5.3% 2,416 $616K
Aspire Growth Partners LLC 0.45% Add +3.5% 2,424 $616K
Pinnacle Bancorp, Inc. 0.18% Add +2.1% 2,411 $613K
Lyell Wealth Management, LP 0.05% No change 2,408 $612K
Round Rock Advisors LLC 0.10% No change 2,407 $612K
FAS Wealth Partners, Inc. 0.04% No change 2,405 $612K
Sepio Capital, LP 0.04% Reduce -7.5% 2,400 $610K
Wealth Dimensions Group, Ltd. 0.13% Reduce -1.2% 2,395 $609K
Keeler & Nadler Financial Planning & Wealth Management 0.22% Reduce -2.5% 2,394 $609K
Old Second National Bank of Aurora 0.12% No change 2,385 $606K
1900 Wealth Management LLC 0.04% No change 2,385 $606K
Kelman-Lazarov, Inc. 0.09% New 2,383 $606K
Heck Capital Advisors, LLC 0.05% Reduce -39.6% 2,379 $606K
Compass Capital Management, Inc. 0.03% New 2,380 $605K
Keb Asset Management, LLC 0.14% Reduce -9.5% 2,371 $603K
MAS Advisors LLC 0.95% Reduce -0.6% 2,354 $599K
Calton & Associates, Inc. 0.09% Add +9.4% 2,352 $598K
Thrive Capital Management, LLC 0.15% Add +6.1% 2,348 $597K
Silvercrest Asset Management Group LLC 0.00% Reduce -0.4% 2,346 $597K
German American Bancorp, Inc. 0.05% No change 2,346 $597K
Capital Square, LLC 0.30% No change 2,345 $596K
Keystone Financial Services 0.18% No change 2,344 $596K
Painted Porch Advisors LLC 0.23% Add +7225.0% 2,344 $596K
NTV Asset Management LLC 0.06% Add +11.4% 2,343 $596K
Douglass Winthrop Advisors, LLC 0.01% Add +33.0% 2,342 $596K
Kavar Capital Partners Group, LLC 0.08% No change 2,331 $593K
Francis Financial, Inc. 0.11% Reduce -2.4% 2,328 $592K
Northwest Wealth Management, LLC 0.10% No change 2,322 $590K
IMG Wealth Management, Inc. 0.40% Reduce -0.3% 2,309 $587K
Obermeyer Wealth Partners 0.03% Add +2.6% 2,307 $587K
Brown, Lisle/Cummings, Inc. 0.15% Add +0.0% 2,307 $587K
Cascade Wealth Advisors, Inc 0.29% Reduce -2.6% 2,294 $586K
Penobscot Investment Management Company, Inc. 0.04% No change 2,297 $584K
Penobscot Wealth Management 0.19% Reduce -1.3% 2,294 $583K
Caliber Wealth Management, LLC / KS 0.06% Reduce -25.6% 2,288 $582K
Quest 10 Wealth Builders, Inc. 0.54% Reduce -1.9% 2,286 $581K
Chapin Davis, Inc. 0.14% Reduce -5.5% 2,284 $581K
Mattern Capital Management, LLC 0.07% No change 2,283 $581K
Principal Financial Group Inc. 0.00% Add +0.0% 2,244 $579K
Walter & Keenan Wealth Management LLC /in/ 0.16% Add +0.2% 2,275 $579K
Angeles Wealth Management, LLC 0.04% Reduce -3.7% 2,273 $578K
Milestone Investment Advisors LLC 0.14% No change 2,263 $575K
Wealthedge Investment Advisors, LLC 0.22% Add +0.2% 2,258 $574K
Gen-Wealth Partners Inc 0.19% No change 2,253 $573K
NWF Advisory Services Inc. 0.06% Reduce -16.6% 2,242 $570K
Platform Technology Partners 0.14% Add +27.4% 2,234 $568K
Cape Investment Advisory, Inc. 0.56% Add +6.7% 2,220 $564K
Elm3 Financial Group, LLC 0.46% Reduce -3.4% 2,214 $563K
Nikulski Financial, Inc. 0.14% Reduce -2.6% 2,204 $561K
Coastal Bridge Advisors, LLC 0.04% Reduce -1.3% 2,197 $559K
Private Wealth Asset Management, LLC 0.07% Add +3.3% 2,195 $558K
Sara-Bay Financial 0.16% Add +4.0% 2,194 $558K
Absolute Capital Management, LLC 0.24% Add +26.6% 2,181 $556K
Avantax Planning Partners, Inc. 0.02% Add +10.8% 2,179 $554K
Nova R Wealth, Inc. 0.23% Add +2.6% 2,171 $552K
Facet Wealth, Inc. 0.01% Add +23.0% 2,168 $551K
Elevation Wealth Partners, LLC 0.20% Reduce -2.4% 2,166 $551K
First County Bank 0.28% Reduce -10.1% 2,163 $550K
Balanced Rock Investment Advisors LLC 0.40% Reduce -6.8% 2,146 $546K
WealthCare Investment Partners, LLC 0.18% Add +9.0% 2,140 $545K
Synergy Financial Group, LTD 0.37% Add +0.6% 2,137 $543K
Appleton Partners Inc. 0.04% Reduce -0.7% 2,137 $543K
Allen Capital Group, LLC 0.05% Add +3.6% 2,132 $542K
Cassaday & Co Wealth Management LLC 0.01% Reduce -2.3% 2,121 $539K
Journey Advisory Group, LLC 0.04% No change 2,110 $537K
Old National Bancorp 0.01% Add +41.5% 2,102 $534K
Atala Financial Inc 0.33% No change 2,098 $533K
REDW Wealth LLC 0.20% Reduce -4.3% 2,089 $531K
Benchmark Financial Wealth Advisors, LLC 0.16% Add +2.7% 2,088 $531K
Physician Wealth Advisors, Inc. 0.08% Reduce -1.2% 2,083 $530K
Capital Investment Advisory Services, LLC 0.04% Add +4.3% 2,081 $529K
Capital Advisors, Ltd. LLC 0.06% Reduce -4.6% 2,078 $529K
Vista Investment Partners Ii, LLC 0.25% Add +3.6% 2,071 $527K
Peregrine Asset Advisers, Inc. 0.16% No change 2,070 $526K
LPWM LLC 0.14% Add +4.0% 2,070 $526K
Comprehensive Money Management Services LLC 0.37% Reduce -1.4% 2,069 $526K
Main Street Group, LTD 0.17% Reduce -5.0% 2,068 $526K
Fisher Asset Management 0.00% Add +13.9% 2,066 $525K
Front Row Advisors LLC 0.18% Add +0.3% 2,055 $524K
Newport Capital Group, LLC 0.33% No change 2,058 $524K
United Advisor Group, LLC 0.07% Add +0.2% 2,060 $524K
Norris Perne & French LLP 0.04% No change 2,060 $524K
ERn Financial, LLC 0.10% Reduce -0.2% 2,053 $522K
Hibernia Wealth Partners, LLC 0.33% Reduce -49.0% 2,048 $521K
Clearstead Trust, LLC 0.09% Reduce -13.1% 2,047 $520K
Kestra Investment Management, LLC 0.01% Add +55.8% 2,042 $519K
Stephen J. Garry & Associates, LLC 0.41% Reduce -0.5% 2,041 $519K
Prospera Capital Management, LLC 0.25% No change 2,038 $518K
Inspirion Wealth Advisors, LLC 0.07% Reduce -53.3% 2,179 $517K
Team Hewins, LLC 0.17% No change 2,020 $515K
Coppell Advisory Solutions LLC 0.05% Add +2.1% 2,020 $513K
Adapt Wealth Advisors, LLC 0.19% Reduce -1.4% 2,013 $512K
4Thought Financial Group Inc. 0.26% Add +13.7% 2,012 $512K
Granite Harbor Advisors, Inc. 0.21% No change 2,010 $511K
Venturi Wealth Management, LLC 0.02% Reduce -28.8% 2,009 $511K
Bell Bank 0.02% Add +0.1% 2,003 $509K
Hutchens & Kramer Investment Management Group, LLC 0.20% Reduce -12.8% 2,000 $509K
First Trust Advisors LP 0.00% Add +18.6% 1,992 $507K
Paragon Capital Management LLC 0.24% Add +0.2% 1,992 $507K
NBT Bank, N.A. 0.03% Reduce -17.1% 1,825 $506K
Keystone Financial Services, LLC 0.35% Add +0.2% 1,981 $504K
Unified Investment Management 0.50% Add +3.4% 1,973 $502K
Ullmann Wealth Partners Group, LLC 0.05% No change 1,967 $500K
Burke & Herbert Bank & Trust Co. 0.11% No change 1,967 $500K
Wealth Management Nebraska 0.06% No change 1,966 $500K
Steel Grove Capital Advisors, LLC 0.06% No change 2,106 $499K
Vident Advisory, LLC 0.00% Add +30.8% 1,962 $499K
Melone Private Wealth, LLC 0.23% Add +0.2% 1,959 $498K
Harbour Investment Management LLC 0.22% No change 1,952 $498K
GEN Financial Management, INC. 0.43% Reduce -12.4% 1,948 $496K
Adirondack Trust Co. 0.17% Add +60.8% 1,946 $495K
Parsonex Advisory Services, Inc. 0.34% Add +0.5% 1,942 $494K
Lodestone Wealth Management LLC 0.22% Add +0.1% 1,941 $494K
Adamsbrown Wealth Consultants LLC 0.14% Add +1.6% 1,935 $492K
Edge Financial Advisors LLC 0.22% Reduce -2.4% 1,934 $492K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +3.3% 1,933 $492K
Tumwater Wealth Management, LLC 0.22% Reduce -28.0% 1,928 $490K
UMB Bank, n.a. 0.01% Add +69.0% 1,926 $490K
Novak & Powell Financial Services, Inc. 0.26% New 1,922 $489K
Madison Wealth Partners, Inc 0.10% Reduce -1.3% 1,913 $486K
Arete Wealth Advisors, LLC 0.03% Add +3.8% 1,910 $486K
B & T Capital Management DBA Alpha Capital Management 0.08% Add +0.3% 1,909 $486K
Vestia Personal Wealth Advisors 0.26% Add +18.9% 1,891 $481K
Christensen, King & Associates Investment Services, Inc. 0.21% No change 1,889 $480K
Cordgrass Capital Advisors, LLC 0.12% Add +11.0% 1,889 $480K
Bar Harbor Wealth Management 0.03% Reduce -1.1% 1,884 $479K
LCNB Corp. 0.17% Reduce -1.6% 1,875 $477K
Etesian Wealth Advisors, Inc. 0.16% Reduce -18.5% 1,866 $474K
Buck Wealth Strategies, LLC 0.06% Add +9.0% 1,858 $472K
Vision Capital Management, Inc. 0.06% No change 1,847 $470K
Alta Wealth Advisors LLC 0.17% Add +4.5% 1,846 $470K
Stevens Capital Partners 0.14% Add +28.0% 1,846 $469K
Austin Wealth Management, LLC 0.07% Add +96.4% 1,846 $469K
American Financial & Tax Strategies Inc. 0.23% Reduce -0.9% 1,843 $469K
Alteri Wealth LLC 0.16% Reduce -2.3% 1,833 $466K
Florida Financial Advisors, LLC 0.14% Add +0.7% 1,823 $464K
Oakworth Capital, Inc. 0.03% Add +0.3% 1,820 $463K
Griffin Asset Management, Inc. 0.05% Reduce -3.5% 1,816 $462K
Chemistry Wealth Management LLC 0.09% Add +4.1% 1,815 $462K
Midwestern Financial, LLC 0.40% Add +0.3% 1,812 $461K
Rik Saylor Financial, Inc. 0.34% Reduce -1.2% 1,812 $461K
HM Payson & Co. 0.01% Add +1.6% 1,809 $460K
Bakala Capital LLC 2.48% Add +0.3% 1,809 $460K
Fortress Private Ledger, LLC 0.17% New 1,805 $459K
Global Financial Private Client, LLC 0.16% Add +4.4% 1,805 $459K
Insight Advisors, LLC/ PA 0.07% Reduce -2.5% 1,798 $459K
Miller Financial Services LLC 0.53% Reduce -0.3% 1,800 $458K
Nautilus Advisors LLC 0.31% No change 1,800 $458K
Brown Miller Wealth Management, LLC 0.13% Add +8.5% 1,800 $458K
Aprio Wealth Management, LLC 0.05% Add +0.2% 1,798 $457K
AssuredPartners Investment Advisors, LLC 0.10% Reduce -21.1% 1,797 $457K
Total Clarity Wealth Management, Inc. 0.12% Reduce -0.8% 1,795 $456K
Journey Strategic Wealth LLC 0.01% Add +12.3% 1,793 $456K
Abacus Wealth Partners, LLC 0.07% Reduce -43.8% 1,783 $453K
Relyea Zuckerberg Hanson LLC 0.05% Add +1.2% 1,781 $453K
HORAN Wealth, LLC 0.07% New 1,779 $452K
Sound View Wealth Advisors Group, LLC 0.03% Reduce -8.4% 1,778 $452K
Covenant Asset Management, LLC 0.09% Add +7.8% 1,772 $451K
Insigneo Advisory Services, LLC 0.03% Add +20.7% 1,769 $450K
Seven Mile Advisory 0.07% No change 1,768 $450K
Sequent Planning LLC 0.13% Reduce -5.8% 1,767 $449K
Tolleson Wealth Management, Inc. 0.07% No change 1,761 $449K
Fortitude Advisory Group L.L.C. 0.24% Add +43.7% 1,765 $449K
Strategic Financial Services, Inc. 0.02% Reduce -20.2% 1,762 $448K
Caldwell Trust Co 0.04% Add +7.8% 1,759 $447K
Horst & Graben Wealth Management LLC 0.07% Reduce -2.7% 1,754 $446K
Dahring | Cusmano LLC 0.32% Reduce -2.0% 1,747 $444K
RCS Financial Planning, LLC 0.20% Add +12.7% 1,741 $444K
Lake Street Private Wealth, LLC 0.06% Add +8.6% 1,746 $444K
Armstrong Henry H Associates Inc. 0.04% No change 1,745 $444K
Aerodigm Wealth, LLC 0.19% Add +29.6% 1,739 $443K
DGS Capital Management, LLC 0.08% Reduce -7.1% 1,737 $442K
Golden Bell Financial Planning LLC 0.38% Add +5.2% 1,735 $441K
Beacon Investment Advisory Services, Inc. 0.02% No change 1,733 $441K
Middleton & Co. Inc. 0.05% No change 1,730 $440K
Destination Wealth Management 0.01% Reduce -3.1% 1,730 $440K
Jacobi Capital Management LLC 0.03% Add +23.4% 1,724 $438K
PFW Advisors LLC 0.13% Reduce -31.3% 1,714 $436K
Mascoma Wealth Management LLC 0.10% Reduce -2.9% 1,706 $434K
New Insight Wealth Advisors 0.16% Add +18.2% 1,698 $432K
Carret Asset Management, LLC 0.04% No change 1,695 $431K
Westbourne Investments, Inc. 0.21% Add +6.3% 1,690 $431K
Allodium Investment Consultants, LLC 0.24% Add +0.1% 1,691 $430K
HBK Sorce Advisory LLC 0.01% Reduce -0.2% 1,666 $427K
Csenge Advisory Group 0.02% Reduce -37.1% 1,677 $426K
Proffitt & Goodson Inc. 0.06% Reduce -11.2% 1,676 $426K
Spinnaker Trust 0.02% Reduce -11.2% 1,674 $426K
Weitzel Financial Services, Inc. 0.17% Add +2.8% 1,677 $425K
Lion Street Advisors, LLC 0.15% Add +79.3% 1,850 $425K
KPP Advisory Services LLC 0.06% Add +1.5% 1,659 $422K
Autumn Glory Partners, LLC 0.17% New 1,655 $421K
Obsidian Personal Planning Solutions LLC 0.15% No change 1,647 $420K
Urban Financial Advisory Corp 0.20% Add +1.4% 1,649 $419K
International Assets Investment Management, LLC 0.03% No change 1,751 $419K
Convergence Financial, LLC 0.06% Reduce -9.6% 1,648 $419K
First National Bank of Mount Dora, Trust Investment Services 0.09% No change 1,648 $419K
Per Stirling Capital Management, LLC. 0.05% Reduce -0.5% 1,647 $419K
Patrick M Sweeney & Associates, Inc. 0.27% Add +1.2% 1,646 $418K
FSM Wealth Advisors, LLC 0.06% No change 1,643 $418K
Kitching Partners, LLC 0.39% Add +0.3% 1,640 $417K
Interchange Capital Partners, LLC 0.08% No change 1,638 $417K
LifeGuide Financial Advisors, LLC 0.15% No change 1,739 $416K
Goepper Burkhardt LLC 0.14% Reduce -1.2% 1,637 $416K
Intergy Private Wealth, LLC 0.13% Reduce -0.6% 1,635 $416K
Archer Investment Corp 0.09% Add +0.1% 1,630 $414K
Pacific Sage Partners, LLC 0.07% No change 1,629 $414K
Pillar Financial Advisors, LLC 0.26% No change 1,629 $414K
Meridian Financial Partners LLC 0.17% No change 1,600 $413K
Lifeworks Advisors, LLC 0.06% Add +7.4% 1,621 $412K
Tocqueville Asset Management L.P. 0.01% No change 1,618 $411K
Finward Bancorp 0.31% No change 1,617 $411K
Covestor Ltd 0.22% Add +4.6% 1,606 $408K
Madison Park Capital Advisors, LLC 0.33% Add +2.0% 1,603 $408K
Altiora Financial Group, LLC 0.07% Reduce -1.7% 1,603 $408K
Coastwise Capital Group, LLC 0.29% No change 1,602 $407K
TBH Global Asset Management, LLC 0.08% New 1,600 $407K
Busey Bank 0.01% Reduce -1.4% 1,592 $405K
Cedar Point Capital Partners, LLC 0.27% Reduce -0.7% 1,591 $405K
Baker Tilly Wealth Management, LLC 0.09% Reduce -1.6% 1,591 $404K
Foster Dykema Cabot & Partners, LLC 0.03% No change 1,585 $404K
First Financial Bankshares Inc 0.01% No change 1,588 $404K
First Community Trust NA 0.31% Add +23.7% 1,581 $402K
River Street Advisors LLC 0.16% No change 1,580 $402K
Bouchey Financial Group, Ltd. 0.03% Reduce -3.8% 1,577 $401K
Stonegate Investment Group, LLC 0.01% No change 1,574 $400K
Donor Advised Charitable Giving, Inc. 0.01% No change 1,571 $399K
Olde Wealth Management, LLC 0.12% — 1,567 $399K
TruNorth Capital Management, LLC 0.08% No change 1,569 $399K
Mairs & Power Inc. 0.00% Reduce -17.5% 1,294 $399K
Tyche Wealth Partners LLC 0.07% Add +83.9% 1,565 $398K
Litman Gregory Wealth Management LLC 0.03% Reduce -20.0% 1,563 $397K
Jim Saulnier & Associates, LLC 0.22% Add +0.4% 1,560 $397K
EagleClaw Capital Managment, LLC 0.06% No change 1,550 $394K
Charis Legacy Partners, LLC 0.59% Reduce -34.6% 1,549 $394K
Shepherd Financial Partners LLC 0.04% No change 1,548 $394K
Valley National Advisers Inc. 0.06% Reduce -13.2% 1,546 $393K
Chilton Investment Co. Inc. 0.01% Add +55.8% 1,542 $392K
Crescent Grove Advisors, LLC 0.04% Reduce -22.6% 1,532 $391K
Cora Capital Advisors LLC 0.17% Reduce -3.8% 1,534 $390K
Advance Capital Management, Inc. 0.02% Reduce -1.2% 1,531 $389K
Hardin Capital Partners, LLC 0.21% Reduce -4.3% 1,527 $388K
Armstrong Advisory Group, Inc. 0.03% Add +22.1% 1,526 $388K
Rede Wealth, LLC 0.30% Reduce -25.6% 1,520 $388K
Eagle Bay Advisors LLC 0.30% No change 1,520 $388K
Cypress Financial Planning LLC 0.12% Reduce -3.2% 1,518 $386K
Keener Financial Planning LLC 0.18% No change 1,515 $385K
Darden Wealth Group Inc 0.20% New 1,510 $384K
DF Dent & Co. Inc. 0.01% No change 1,510 $384K
UNIVEST FINANCIAL Corp 0.02% Add +7.3% 1,510 $384K
Key Financial Inc 0.07% Add +10.9% 1,505 $384K
WPG Advisers, LLC 0.30% Reduce -83.4% 1,506 $383K
Essential Planning, LLC. 0.13% No change 1,506 $383K
FF Advisors,LLC 0.18% Reduce -7.1% 1,502 $382K
TruWealth Advisors, LLC 0.02% Reduce -12.3% 1,498 $381K
Means Investment Co., Inc. 0.03% Add +0.1% 1,495 $380K
Unique Wealth Strategies, LLC 0.15% Reduce -1.3% 1,495 $380K
Valley Financial Group, Inc. 0.21% Add +0.6% 1,487 $378K
Authentikos Wealth Advisory, LLC 0.25% Reduce -4.9% 1,486 $378K
Clarius Group, LLC 0.02% No change 1,482 $377K
IAG Wealth Partners, LLC 0.05% Reduce -8.1% 1,481 $377K
Prospect Financial Services LLC 0.22% Add +33.5% 1,475 $375K
Resolute Wealth Strategies, LLC 0.17% No change 1,475 $375K
WealthTrust Axiom LLC 0.10% No change 1,475 $375K
Victory Financial Group, LLC 0.05% No change 1,474 $375K
Cutler Investment Counsel LLC 0.04% New 1,465 $374K
LJI Wealth Management, LLC 0.07% No change 1,469 $374K
Invst, LLC 0.04% Reduce -5.0% 1,468 $373K
SJS Investment Consulting Inc. 0.05% Add +26.1% 1,468 $373K
Great Diamond Partners, LLC 0.07% No change 1,467 $373K
Values Added Financial LLC 0.17% Add +1.7% 1,466 $373K
TOWER TRUST & INVESTMENT Co 0.25% Add +1.2% 1,465 $373K
National Wealth Management Group, LLC 0.14% Add +29.1% 1,459 $371K
Spreng Capital Management, Inc. 0.15% Reduce -5.9% 1,449 $368K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +18.2% 1,424 $366K
TPG Advisors LLC 0.24% Add +7.5% 1,439 $366K
TrueWealth Advisors, LLC 0.10% Reduce -2.1% 1,439 $366K
Advantage Trust Co 0.16% Reduce -0.1% 1,435 $365K
Harbor Asset Planning, Inc. 0.33% Add +0.3% 1,432 $364K
Dynasty Wealth Management, LLC 0.00% Reduce -95.8% 1,431 $364K
Nixon Peabody Trust Co. 0.03% Reduce -6.3% 1,427 $363K
Founders Financial Securities LLC 0.02% Reduce -59.6% 1,426 $363K
Investment Planning Advisors, Inc. 0.11% Add +13.7% 1,421 $361K
Somerset Group LLC 0.29% Reduce -67.9% 1,420 $361K
Moloney Securities Asset Management, LLC 0.04% Add +12.4% 1,417 $360K
Forza Wealth Management, LLC 0.14% No change 1,410 $359K
Aspen Capital Management, LLC 0.09% Reduce -0.3% 1,403 $357K
Aspect Partners, LLC 0.16% Reduce -11.9% 1,402 $357K
Stonebridge Financial Group, LLC 0.03% Add +0.1% 1,401 $356K
Two Sigma Investments, LP 0.00% New 1,400 $356K
Waddell & Associates, LLC 0.03% New 1,398 $355K
Alliance Wealth Advisors, LLC 0.18% No change 1,396 $355K
Courage Miller Partners, LLC 0.11% Reduce -1.2% 1,395 $355K
Live Oak Private Wealth LLC 0.05% Add +5.7% 1,389 $353K
Kaizen Financial Strategies 0.16% Add +0.7% 1,398 $350K
Prosperitas Financial LLC 0.14% Reduce -5.1% 1,375 $350K
Disciplined Investors, L.L.C. 0.25% Add +0.3% 1,374 $349K
Clifford Group, LLC 0.27% No change 1,374 $349K
Keebeck Wealth Management 0.04% Add +0.3% 1,367 $349K
Vantage Point Financial LLC 0.13% Add +22.0% 1,368 $348K
Tempus Wealth Planning, LLC 0.08% Add +1.9% 1,367 $347K
Blake Schutter Theil Wealth Advisors, LLC 0.34% Add +53.5% 1,366 $347K
Washburn Capital Management, Inc. 0.19% Reduce -21.1% 1,364 $347K
Firestone Capital Management 0.07% Add +2.2% 1,359 $346K
Trademark Financial Management, LLC 0.20% Reduce -1.3% 1,357 $345K
ZynergyRetirementPlanningLLC 0.22% No change 1,354 $344K
HBW Advisory Services LLC 0.04% Reduce -2.7% 1,353 $344K
LVW Advisors, LLC 0.04% No change 1,352 $344K
Sheets Smith Wealth Management 0.04% No change 1,351 $344K
Clark Estates Inc. 0.08% No change 1,350 $343K
ProVise Management Group, LLC 0.03% Reduce -0.3% 1,348 $343K
ZWJ Investment Counsel Inc. 0.01% No change 1,346 $342K
Missouri Trust & Investment Co 0.10% Reduce -1.8% 1,344 $342K
Signet Financial Management, LLC 0.04% Add +0.5% 1,340 $341K
Institute for Wealth Management, LLC. 0.04% New 1,333 $339K
Olistico Wealth, LLC 0.18% Reduce -5.3% 1,333 $339K
Forum Private Client Group LLC 0.12% Reduce -5.1% 1,328 $338K
Parr McKnight Wealth Management Group, LLC 0.04% Reduce -8.7% 1,327 $337K
Flower City Capital 0.18% Reduce -2.1% 1,318 $337K
SilverOak Wealth Management LLC 0.06% No change 1,323 $336K
Sentinel Pension Advisors, LLC 0.05% Reduce -10.9% 1,317 $335K
LMG Wealth Partners, LLC 0.06% No change 1,315 $334K
Hancock Whitney Corp. 0.01% No change 1,314 $334K
LaSalle St. Investment Advisors, LLC 0.06% Reduce -0.3% 1,317 $334K
Kwmg, LLC 0.03% Reduce -3.8% 1,312 $334K
Windward Private Wealth Management Inc. 0.12% Reduce -10.0% 1,311 $333K
Triad Wealth Partners, LLC 0.04% Add +44.3% 1,309 $333K
Resonant Capital Advisors, LLC 0.02% No change 1,302 $332K
Drake & Associates, LLC 0.07% Add +2.4% 1,306 $331K
Grey Ledge Advisors, LLC 0.07% Add +3.4% 1,293 $329K
Total Wealth Planning, LLC 0.04% Reduce -3.8% 1,291 $328K
Santori & Peters, Inc. 0.12% Reduce -79.1% 1,286 $327K
Bogart Wealth, LLC 0.01% Add +1.7% 1,284 $326K
Traction Financial Partners, LLC 0.20% No change 1,276 $324K
Smith Thornton Advisors LLC 0.17% No change 1,276 $324K
Koss-Olinger Consulting, LLC 0.03% No change 1,365 $324K
Redwood Financial Network Corp 0.20% Add +4.8% 1,271 $323K
DecisionMap Wealth Management, LLC 0.21% Reduce -5.7% 1,268 $322K
William Mack & Associates, Inc. 0.17% No change 1,266 $322K
L. Roy Papp & Associates, LLP 0.04% Reduce -13.5% 1,260 $320K
Beacon Capital Management, LLC 0.05% Add +16.8% 1,259 $320K
Cloud Capital Management, LLC 0.17% No change 1,260 $320K
Pitcairn Co. 0.03% No change 1,257 $320K
Impact Capital Partners LLC 0.10% Add +0.2% 1,251 $318K
Oak Harvest Investment Services 0.04% Add +0.8% 1,247 $317K
GDS Wealth Management 0.02% Reduce -5.5% 1,247 $317K
My Personal CFO, LLC 0.12% Reduce -57.0% 1,245 $317K
Foundation Wealth Management, LLC\PA 0.12% No change 1,245 $317K
Gratus Wealth Advisors, LLC 0.04% Add +0.1% 1,240 $315K
McDonald Partners LLC 0.09% Reduce -14.6% 1,240 $315K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.11% No change 1,212 $315K
Mach-1 Financial Group, LLC 0.05% New 1,237 $315K
Integrity Advisory Solutions, LLC 0.05% — 1,237 $315K
WMG Financial Advisors, LLC 0.10% Reduce -0.4% 1,237 $315K
Wulff, Hansen & Co. 0.27% Reduce -29.0% 1,235 $314K
Resources Management Corp. /CT/ 0.04% Reduce -4.4% 1,228 $312K
Opal Wealth Advisors, LLC 0.09% Reduce -2.3% 1,225 $312K
Gilbert & Cook, Inc. 0.04% Add +23.6% 1,225 $311K
Summit Global Investments 0.02% Add +13.3% 1,224 $311K
Portland Financial Advisors Inc 0.66% No change 1,219 $310K
New Century Financial Group, LLC 0.55% No change 1,213 $308K
Forum Financial Management, LP 0.00% Reduce -2.1% 1,209 $307K
MBA Advisors LLC 0.13% No change 1,204 $306K
Osborne Partners Capital Management, LLC 0.02% No change 1,203 $306K
MainStreet Investment Advisors LLC 0.04% No change 1,195 $304K
Warren Street Wealth Advisors, LLC 0.09% Add +9.4% 1,193 $303K
Pasadena Private Wealth, LLC 0.04% Reduce -0.9% 1,192 $303K
Hazlett, Burt & Watson, Inc. 0.11% Add +22.7% 1,188 $302K
Clear Harbor Asset Management, LLC 0.02% New 1,185 $301K
GatePass Capital, LLC 0.18% No change 1,183 $301K
KWB Wealth 0.03% No change 1,267 $300K
Roehl & Yi Investment Advisors, LLC 0.13% New 3,334 $300K
Omega Financial Group, LLC 0.10% New 1,177 $300K
Silver Coast Investments LLC 0.10% Add +4.0% 1,175 $299K
Indiana Trust & Investment Management Co 0.09% No change 1,170 $298K
Shakespeare Wealth Management, LLC 0.07% Reduce -1.5% 1,169 $297K
First Pacific Financial 0.04% Add +6.9% 1,168 $297K
Alpha Financial Advisors, LLC 0.10% Add +0.1% 1,167 $297K
Sensible Money, LLC 0.10% Reduce -2.0% 1,159 $295K
EnRich Financial Partners LLC 0.08% Add +0.3% 1,159 $295K
Aspiring Ventures, LLC 0.11% No change 1,158 $294K
Moors & Cabot, Inc. 0.01% Reduce -7.8% 1,153 $293K
Sit Investment Associates Inc. 0.01% No change 1,154 $293K
Atlas Brown,Inc. 0.09% New 1,150 $292K
Carter Financial Group, INC. 0.18% Add +0.3% 1,146 $292K
Hidden Cove Wealth Management, LLC 0.19% New 1,148 $292K
Matrix Asset Advisors Inc. 0.03% No change 1,147 $292K
Goldstone Financial Group, LLC 0.03% New 1,145 $291K
Davis Investment Partners, LLC 0.10% Add +0.4% 1,142 $291K
Boston Trust Walden Corp 0.00% New 1,144 $291K
Shared Vision Wealth Group LLC 0.12% No change 1,141 $290K
Atlatl Advisers LLC 0.12% New 1,140 $290K
IMA Advisory Services, Inc. 0.03% Add +9.6% 1,138 $289K
B.O.S.S. Retirement Advisors, LLC 0.07% Reduce -0.1% 1,136 $289K
Entrewealth, LLC 0.15% New 1,133 $288K
Halbert Hargrove Global Advisors, LLC 0.01% Add +19.0% 1,133 $288K
Andina Capital Management, LLC 0.16% Add +12.1% 1,132 $288K
Bensler, LLC 0.03% Reduce -4.3% 1,125 $286K
Northcape Wealth Management, LLC 0.08% Add +1.2% 1,123 $286K
WNY Asset Management, LLC 0.03% Reduce -3.9% 1,123 $286K
Buttonwood Financial Advisors Inc. 0.10% Add +6.0% 1,123 $286K
Strategic Equity Management 0.11% Reduce -14.2% 1,123 $285K
Shade Tree Advisors LLC 0.25% No change 1,115 $284K
GHP Investment Advisors, Inc. 0.01% Reduce -22.3% 1,112 $283K
Silvia McColl Wealth Management, LLC 0.19% No change 1,110 $282K
Foster Victor Wealth Advisors, LLC 0.02% Add +6.7% 1,093 $282K
SlateStone Wealth, LLC 0.02% New 1,107 $281K
Serenus Wealth Advisors, LLC 0.05% No change 1,100 $280K
Avalon Trust Co 0.02% Reduce -38.5% 1,100 $280K
Boston Family Office LLC 0.02% Add +0.1% 1,099 $279K
Farmers Trust Co. 0.05% No change 1,092 $278K
Cornerstone Advisory, LLC 0.03% Add +0.3% 1,087 $276K
Sims Investment Management, LLC 0.10% Reduce -32.0% 1,086 $276K
NorthLanding Financial Partners, LLC 0.23% Reduce -0.7% 1,084 $276K
IFC Advisors LLC 0.05% No change 1,082 $275K
Fourth Dimension Wealth, LLC 0.10% Reduce -0.2% 1,081 $275K
Carmel Capital Partners, LLC 0.12% Reduce -0.9% 1,079 $274K
Elevate Wealth Advisory, Inc. 0.20% Reduce -5.5% 1,069 $273K
Marco Investment Management LLC 0.02% No change 1,067 $271K
BKM Wealth Management, LLC 0.10% No change 1,063 $270K
Detalus Advisors, LLC 0.07% Reduce -14.5% 1,061 $270K
Womack Financial LLC 0.20% No change 1,057 $269K
Stokes Family Office, LLC 0.03% No change 1,057 $269K
Elmwood Wealth Management, Inc. 0.09% No change 1,051 $267K
Trexquant Investment LP 0.00% Add +15.7% 1,049 $267K
Sentry LLC 0.07% No change 1,048 $266K
Wills Financial Group LLC 0.11% No change 1,046 $266K
Noesis Capital Mangement Corp. 0.04% Reduce -28.9% 1,045 $266K
Oarsman Capital, Inc. 0.04% Reduce -16.8% 1,044 $266K
Optima Capital LLC 0.13% Reduce -45.2% 1,043 $265K
Texas Capital Bank Wealth Management Services Inc 0.02% New 1,043 $265K
Southern Capital Advisors, LLC 0.12% New 1,042 $265K
Tobias Financial Advisors, Inc. 0.04% Reduce -9.0% 1,039 $264K
Shira Ridge Wealth Management 0.11% Add +22.4% 1,037 $264K
Moody National Bank Trust Division 0.02% No change 1,036 $263K
HCR Wealth Advisors 0.03% Reduce -0.2% 1,025 $263K
Selective Wealth Management, Inc. 0.08% Add +0.3% 1,027 $263K
Pekin Hardy Strauss, Inc. 0.03% Add +14.7% 1,017 $259K
Partners Wealth Management, LLC 0.26% Reduce -20.9% 1,016 $258K
VERITY Wealth Advisors 0.16% No change 1,015 $258K
Glen Eagle Advisors, LLC 0.04% Add +5.2% 1,012 $257K
CAP Partners, LLC 0.14% Reduce -0.4% 1,004 $255K
Van Hulzen Asset Management, LLC 0.02% Add +0.1% 1,004 $255K
Holderness Investments Co. 0.05% No change 1,003 $255K
Optivise Advisory Services LLC 0.15% Add +0.3% 1,002 $255K
Legacy Trust 0.05% Add +2.6% 1,001 $255K
Aletheian Wealth Advisors LLC 0.12% No change 1,000 $254K
Walker Financial Services, Inc. 0.10% Reduce -5.1% 998 $254K
Templeton & Phillips Capital Management, LLC 0.18% New 996 $253K
Money Concepts Capital Corp. 0.02% New 992 $252K
Aull & Monroe Investment Management Corp 0.13% Reduce -15.3% 989 $251K
Barclays PLC 0.00% No change 988 $251K
GWN Securities Inc. 0.06% Reduce -49.9% 982 $251K
Vestmark Advisory Solutions, Inc. 0.00% Reduce -31.6% 985 $251K
Aviance Capital Partners, LLC 0.03% No change 984 $250K
Global Wealth Strategies & Associates 0.06% Add +4156.5% 979 $249K
Impact Partnership Wealth, LLC 0.04% Reduce -0.1% 973 $247K
Cambria Investment Management, L.P. 0.01% New 973 $247K
Private Management Group Inc. 0.01% No change 973 $247K
Blalock Williams, LLC 0.22% No change 972 $247K
Crumly & Associates Inc. 0.05% Reduce -0.2% 970 $247K
Blue Zone Wealth Advisors, LLC 0.05% New 970 $247K
RVW Wealth, LLC 0.02% Reduce -9.8% 970 $247K
Register Financial Advisors LLC 0.10% Add +3.9% 965 $245K
Pacific Financial Group Inc. 0.18% Add +13.3% 960 $244K
Everstar Asset Management, LLC 0.14% New 960 $244K
Partnership Wealth Management, LLC 0.19% Reduce -2.3% 959 $244K
RoundAngle Advisors LLC 0.19% Add +1.7% 954 $243K
Dravo Bay LLC 0.11% Reduce -2.3% 952 $242K
Sloy Dahl & Holst, LLC 0.03% Add +6.2% 949 $241K
Intelligence Driven Advisers, LLC 0.03% Reduce -8.1% 948 $241K
Commons Capital, LLC 0.16% Add +5.5% 946 $241K
M1 Capital Management LLC 0.10% No change 945 $240K
Austin Private Wealth, LLC 0.02% Reduce -31.0% 944 $240K
Novus Advisors, LLC 0.55% Reduce -18.3% 942 $240K
Sharp Wealth Advisory, LLC 0.13% Reduce -10.7% 938 $239K
YHB Investment Advisors, Inc. 0.02% Reduce -5.1% 937 $238K
AF Advisors, Inc. 0.10% No change 936 $238K
Security National Bank of Sioux City Iowa 0.15% No change 936 $238K
Jaffetilchin Investment Partners, LLC 0.01% Reduce -0.9% 936 $238K
Beck Mack & Oliver LLC 0.00% No change 930 $236K
Matisse Capital 0.11% Reduce -6.8% 928 $236K
Prospect Financial Group LLC 0.23% No change 927 $236K
Stonebrook Private Inc. 0.05% No change 926 $236K
Carson Advisory Inc. 0.13% No change 926 $235K
JTC Employer Solutions Trustee Ltd 0.02% No change 925 $235K
Anson Capital, Inc. 0.18% No change 923 $235K
North Ridge Wealth Advisors, Inc. 0.13% No change 915 $233K
Steinberganna Wealth Management 0.11% — 914 $232K
Raffa Wealth Management, LLC 0.04% Reduce -26.4% 913 $232K
Correct Capital Wealth Management 0.04% No change 913 $232K
Base Wealth Management LLC 0.13% Reduce -12.8% 911 $232K
Foster Group, Inc. 0.01% Add +1.8% 909 $231K
Retirement Capital Strategies 0.09% No change 907 $231K
Alhambra Investment Management LLC 0.11% Reduce -8.9% 904 $230K
Park Capital Management, LLC / WI 0.18% Add +0.3% 902 $229K
Caldwell Sutter Capital, Inc. 0.10% Reduce -2.4% 902 $229K
Beacon Wealthcare LLC 0.08% No change 900 $229K
Greenspring Advisors, LLC 0.04% — 895 $228K
Princeton Global Asset Management LLC 0.04% Add +30.4% 893 $227K
LifeGoal Investments, LLC 0.19% No change 893 $227K
Northwest Capital Management Inc 0.24% No change 891 $227K
Aureus Asset Management, LLC 0.01% No change 890 $226K
MCF Advisors LLC 0.01% Add +5.5% 888 $226K
Cottage Street Advisors LLC 0.10% Add +0.3% 887 $226K
FLC Capital Advisors 0.04% New 885 $225K
Retirement Income Solutions, Inc. 0.04% Add +2.9% 880 $224K
Cornell Pochily Investment Advisors, Inc. 0.07% New 880 $224K
Twin City Private Wealth, LLC 0.17% Add +12.5% 873 $223K
Nottingham Advisors, Inc. 0.03% No change 873 $222K
Camelot Technology Advisors, Inc. 0.18% No change 869 $221K
SYM FINANCIAL Corp 0.02% No change 869 $221K
RHS Financial, LLC 0.11% New 868 $221K
Tiller Private Wealth, Inc. 0.08% No change 867 $220K
Yukon Wealth Management, Inc. 0.07% No change 862 $219K
Stephenson & Company, Inc. 0.13% No change 859 $218K
Welch Group, LLC 0.01% Reduce -11.8% 859 $218K
Osprey Private Wealth LLC 0.08% New 858 $218K
CGC Financial Services, LLC 0.06% No change 857 $218K
Regimen Wealth, LLC 0.06% Add +0.3% 856 $218K
Novare Capital Management LLC 0.02% New 856 $218K
RS Crum Inc. 0.05% New 855 $217K
Schmidt P J Investment Management Inc. 0.04% Reduce -47.5% 852 $217K
Melfa Wealth Management, Inc. 0.13% No change 850 $216K
Spirepoint Private Client, LLC 0.02% No change 850 $216K
Richard W. Paul & Associates, LLC 0.07% Add +0.1% 849 $216K
Blue Edge Capital, LLC 0.03% No change 848 $216K
Michels Family Financial, LLC 0.17% Reduce -26.1% 846 $215K
Retirement Solution LLC 0.05% New 846 $215K
RMG Wealth Management LLC 0.03% No change 843 $215K
Legacy Financial Strategies, LLC 0.04% New 842 $214K
Transamerica Financial Advisors, LLC 0.02% New 838 $214K
Reyes Financial Architecture, Inc. 0.14% No change 839 $213K
Vestor Capital, LLC 0.01% Reduce -83.2% 838 $213K
Pinion Investment Advisors, LLC 0.06% Reduce -4.8% 823 $213K
PCG Asset Management, LLC 0.17% New 835 $212K
Tilia Fiduciary Partners, Inc. 0.12% New 834 $212K
Ritter Daniher Financial Advisory LLC / DE 0.04% New 831 $211K
Howe & Rusling Inc. 0.01% Reduce -12.1% 830 $211K
DDD Partners, LLC 0.01% New 830 $211K
Argent Advisors, Inc. 0.06% New 828 $211K
Fairvoy Private Wealth, LLC 0.05% Reduce -10.9% 825 $210K
Well Done, LLC 0.04% New 824 $210K
Synergy Investment Management, LLC 0.08% Reduce -40.4% 823 $209K
Legacy Financial Group, Inc. 0.06% New 816 $208K
Heritage Wealth Management, Inc./Texas 0.09% New 814 $207K
Community Bank, N.A. 0.03% No change 813 $207K
Powers Advisory Group, LLC 0.08% New 811 $206K
MinichMacGregor Wealth Management, LLC 0.04% New 811 $206K
DHJJ Financial Advisors, Ltd. 0.07% Reduce -0.5% 810 $206K
Northeast Planning Associates, Inc. / NH / 0.17% New 810 $206K
First Foundation Advisors 0.01% New 809 $206K
Burk Holdings LLC 0.11% New 806 $205K
TKG Advisors, LLC 0.09% New 805 $205K
Crux Wealth Advisors 0.08% New 803 $204K
Central Bank & Trust Co. 0.03% New 803 $204K
Empirical Asset Management, LLC 0.06% New 2,930 $204K
Capital Investment Services of America, Inc. 0.02% New 800 $203K
Trace Wealth Advisors, LLC 0.15% New 800 $203K
Evelyn Partners Investment Management (Europe) Ltd 0.07% No change 800 $203K
Arthur M. Cohen & Associates, LLC 0.03% New 800 $203K
Curated Wealth Partners LLC 0.02% New 800 $203K
Morton Capital Management LLC 0.03% New 797 $203K
Trustco Bank Corp. N Y 0.18% New 796 $202K
OLIO Financial Planning 0.06% New 796 $202K
Broyhill Asset Management, LLC 0.18% Reduce -6.7% 793 $202K
Elevation Point Wealth Partners, LLC 0.01% Add +2371.9% 791 $201K
Monograph Wealth Advisors, LLC 0.02% Reduce -41.6% 786 $200K
Pitti Group Wealth Management, LLC 0.17% New 787 $200K
Heartland Advisors Inc. 0.01% New 771 $196K
Breakwater Investment Management 0.07% Reduce -20.3% 758 $193K
Silicon Valley Capital Partners 0.02% Add +0.3% 742 $189K
Raleigh Capital Management Inc. 0.07% Reduce -8.9% 733 $186K
Guerra Advisors Inc 0.07% New 724 $184K
Pflug Koory, LLC 0.09% Add +51.8% 718 $183K
Qube Research & Technologies Ltd 0.00% Reduce -9.5% 687 $175K
Strategic Wealth Partners, Ltd. 0.01% Add +29.9% 665 $169K
Perkins Coie Trust Co 0.03% No change 665 $169K
Alerus Financial NA 0.01% Add +127.8% 663 $169K
Teachers Insurance & Annuity Association of America 0.20% Reduce -18.9% 658 $167K
Schroder Investment Management Group 0.00% Reduce -31.6% 649 $165K
one8zero8, LLC 0.04% No change 647 $165K
Vermillion Wealth Management, Inc. 0.04% Add +0.3% 643 $163K
Grey Fox Wealth Advisors, LLC 0.03% New 637 $163K
CVA Family Office, LLC 0.02% No change 634 $161K
Eastern Bank 0.00% No change 631 $160K
Nemes Rush Group LLC 0.02% Add +24.9% 611 $155K
Tsfg, LLC 0.02% Reduce -21.9% 606 $154K
Pathway Financial Advisers, LLC 0.04% New 612 $154K
Ascentis Wealth Management, LLC 0.04% Reduce -3.5% 598 $152K
Coston, McIsaac & Partners 0.04% No change 591 $150K
Versant Capital Management, Inc 0.02% Add +7.3% 588 $149K
Gladwyn Financial Advisors, Inc. 0.11% Add +0.2% 576 $147K
Paladin Advisory Group, LLC 0.11% Add +82.3% 576 $146K
Cornerstone Planning Group LLC 0.02% New 2,842 $144K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 560 $142K
Pacific Center for Financial Services 0.04% No change 558 $142K
Mendota Financial Group, LLC 0.11% New 557 $142K
Ulland Investment Advisors, LLC 0.11% Add +22.0% 555 $141K
WealthCollab, LLC 0.06% No change 546 $139K
Hantz Financial Services, Inc. 0.00% Reduce -27.8% 536 $136K
Orion Capital Management LLC 0.05% Add +225.9% 515 $131K
Townsend Asset Management Corp. /NC/ 0.05% Reduce -9.8% 500 $127K
Woodside Wealth Management LLC 0.10% No change 497 $126K
Morling Financial Advisors, LLC 0.04% Reduce -45.4% 485 $123K
Crews Bank & Trust 0.02% Reduce -4.9% 484 $123K
Private Wealth Management Group, LLC 0.03% No change 480 $122K
Smallwood Wealth Investment Management, LLC 0.06% Add +0.2% 465 $118K
Seneschal Advisors, LLC 0.08% New 456 $116K
NFSG Corp 0.02% No change 453 $115K
American Capital Advisory, LLC 0.05% Add +46.9% 451 $115K
Conquis Financial LLC 0.10% Reduce -2.7% 434 $111K
Burkett Financial Services, LLC 0.04% Add +0.2% 425 $108K
Gables Capital Management Inc. 0.05% No change 424 $108K
Sound Income Strategies, LLC 0.01% Reduce -17.8% 412 $105K
Red Lighthouse Investment Management, LLC 0.04% Reduce -22.8% 413 $105K
Sunbelt Securities, Inc. 0.01% Reduce -57.9% 411 $104K
Steigerwald, Gordon & Koch Inc. 0.01% New 407 $104K
Founders Capital Management 0.05% Reduce -9.2% 405 $103K
Armor Investment Advisors, LLC 0.03% Reduce -12.3% 400 $102K
Woodard & Co. Asset Management Group Inc. 0.02% No change 400 $102K
Mogy Joel R Investment Counsel Inc. 0.01% No change 400 $102K
SWAN Capital LLC 0.04% No change 394 $100K
Midwest Capital Advisors, LLC 0.05% Reduce -21.1% 386 $98K
Mb, Levis & Associates, LLC 0.04% Add +0.3% 385 $98K
GPS Wealth Strategies Group, LLC 0.01% Reduce -2.6% 379 $96K
1 North Wealth Services LLC 0.04% Reduce -43.3% 374 $95K
Heritage Wealth Advisors 0.00% No change 373 $95K
Ironwood Wealth Management, LLC. 0.03% Add +0.6% 368 $94K
Retirement Wealth Solutions LLC 0.06% Add +527.6% 364 $92K
Albion Financial Group 0.01% No change 360 $92K
GS Investments, Inc. 0.04% No change 357 $91K
Trifecta Capital Advisors, LLC 0.01% No change 355 $90K
Robinswood Financial LLC 0.03% No change 354 $90K
Family Legacy Financial Solutions, LLC 0.07% Reduce -0.9% 336 $86K
Realta Investment Advisors 0.03% Add +0.9% 335 $85K
Atlantic Private Wealth, LLC 0.05% No change 334 $85K
Granite FO LLC 0.05% No change 328 $83K
Kings Path Partners LLC 0.03% No change 323 $82K
Birchbrook, Inc. 0.04% No change 309 $79K
Broadwater Capital Management LLC 0.06% Reduce -99.6% 308 $78K
Centennial Bank 0.03% Reduce -14.1% 305 $78K
FSA Wealth Management LLC 0.03% Add +0.3% 300 $76K
Mark Sheptoff Financial Planning, LLC 0.04% No change 300 $76K
Wealth Preservation Advisors, LLC 0.04% No change 295 $75K
City Holding Co. 0.01% No change 294 $75K
Barnes Dennig Private Wealth Management LLC 0.08% New 291 $74K
Vermillion & White Wealth Management Group, LLC 0.04% No change 289 $73K
Financial Perspectives, Inc 0.02% Add +0.3% 287 $73K
London Co. of Virginia 0.00% Reduce -33.0% 286 $73K
Rossby Financial, LCC 0.02% Add +0.7% 282 $72K
Crowley Wealth Management, Inc. 0.06% No change 278 $71K
New Republic Capital, LLC 0.02% No change 274 $70K
Murphy & Mullick Capital Management Corp 0.05% No change 274 $70K
Trust Co 0.01% No change 265 $67K
Ogorek Anthony Joseph /NY/ 0.02% Reduce -2.9% 266 $67K
HighMark Wealth Management LLC 0.03% Add +9.1% 263 $67K
Pandora Wealth, Inc. 0.04% No change 262 $67K
Cary Street Partners Investment Advisory LLC 0.03% New 257 $65K
Financial Connections Group, Inc. 0.03% No change 258 $65K
Evolution Wealth Management Inc. 0.06% No change 248 $63K
Comprehensive Financial Planning, Inc. 0.04% Add +0.4% 248 $63K
CNB Bank 0.03% Add +1013.6% 245 $62K
Sawyer & Company, Inc 0.02% Reduce -7.1% 261 $62K
Hollencrest Capital Management 0.00% No change 243 $62K
SIMA Wealth Partners, LLC 0.05% No change 241 $61K
SRH Advisors, LLC 0.02% No change 240 $61K
Hanson & Doremus Investment Management 0.01% No change 238 $61K
Keystone Financial Group, Inc. 0.03% No change 236 $60K
KERR FINANCIAL PLANNING Corp 0.08% — 239 $60K
ESL Trust Services, LLC 0.01% No change 231 $59K
Marshall & Sterling Wealth Advisors Inc. 0.04% Reduce -1.7% 226 $57K
Winnacle Wealth LLC 0.04% New 225 $57K
Acima Private Wealth, LLC 0.02% No change 217 $55K
Jackson, Grant Investment Advisers, Inc. 0.02% Add +0.5% 213 $54K
Bfsg, LLC 0.00% Add +1.5% 198 $50K
True Wealth Design, LLC 0.02% Reduce -50.3% 195 $50K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% Reduce -13.3% 189 $48K
ORG Partners LLC 0.01% No change 184 $47K
Toth Financial Advisory Corp. 0.00% No change 180 $46K
Kozak & Associates, Inc. 0.01% Reduce -28.4% 184 $45K
Tucker Asset Management LLC 0.01% Reduce -48.7% 163 $41K
Pin Oak Investment Advisors Inc. 0.03% Reduce -3.0% 160 $41K
Evelyn Partners Investment Management LLP 0.00% No change 160 $41K
Tower View Wealth Management LLC 0.02% No change 155 $39K
Hilltop National Bank 0.01% No change 154 $39K
American National Bank & Trust 0.00% No change 154 $39K
YANKCOM Partnership 0.02% Add +280.0% 152 $39K
Wealth Watch Advisors, INC 0.02% New 151 $38K
Creative Capital Management Investments LLC 0.01% No change 150 $38K
Family Manage LLC 0.01% No change 150 $38K
Canton Hathaway, LLC 0.01% No change 150 $38K
Allspring Global Investments Holdings, LLC 0.00% No change 148 $38K
Bellevue Asset Management, LLC 0.02% No change 143 $37K
Financial Network Wealth Advisors LLC 0.04% No change 141 $36K
United Community Bank 0.01% New 140 $36K
Integrity Financial Corp 0.02% Add +363.3% 139 $35K
Hopwood Financial Services, Inc. 0.02% No change 135 $34K
Addison Advisors LLC 0.01% No change 133 $34K
Atwood & Palmer Inc. 0.00% No change 132 $34K
Chesapeake Asset Management LLC 0.03% Add +116.4% 132 $34K
Syntax Research, Inc. 0.02% No change 129 $33K
Clarity Asset Management, Inc. 0.02% No change 128 $33K
Winch Advisory Services, LLC 0.01% No change 126 $32K
Roxbury Financial LLC 0.03% No change 125 $32K
Promus Capital, LLC 0.02% No change 120 $31K
Signature Resources Capital Management, LLC 0.02% No change 119 $30K
Concord Wealth Partners 0.00% No change 119 $30K
Millstone Evans Group, LLC 0.02% Reduce -77.4% 117 $30K
Motco 0.00% No change 116 $29K
Avion Wealth 0.01% No change 116 $29K
GGM Financial LLC 0.01% New 113 $29K
Your Advocates Ltd., LLP 0.01% Add +2080.0% 109 $28K
Financial Management Professionals, Inc. 0.00% Reduce -84.8% 108 $28K
Global Trust Asset Management, LLC 0.01% No change 108 $28K
Aventura Private Wealth, LLC 0.01% No change 107 $27K
Sittner & Nelson, LLC 0.01% No change 107 $27K
Financial Gravity Asset Management, Inc. 0.01% — 103 $26K
Colonial Trust Advisors 0.00% No change 103 $26K
Accredited Wealth Management, LLC 0.02% Add +4677.0% 4,777 $26K
Navigoe, LLC 0.02% No change 97 $24K
Inlight Wealth Management, LLC 0.01% Reduce -17.5% 94 $24K
Peachtree Investment Partners, LLC 0.01% Add +2.2% 92 $24K
Chapman Financial Group, LLC 0.02% No change 90 $23K
Binnacle Investments Inc 0.01% No change 90 $23K
Arlington Trust Co LLC 0.00% No change 90 $23K
Strengthening Families & Communities, LLC 0.00% New 82 $21K
Atlantic Edge Private Wealth Management, LLC 0.01% Reduce -31.1% 82 $21K
Tidemark, LLC 0.01% No change 82 $21K
Team Financial Group, LLC 0.01% No change 82 $21K
West Paces Advisors Inc. 0.00% No change 72 $18K
Exchange Traded Concepts, LLC 0.00% Reduce -98.2% 72 $18K
Pineridge Advisors LLC 0.00% No change 66 $17K
Measured Wealth Private Client Group, LLC 0.00% New 66 $17K
Tradewinds Capital Management, LLC 0.00% No change 65 $17K
Morris Financial Concepts, Inc. 0.01% No change 65 $17K
Friedenthal Financial 0.01% No change 63 $16K
Richards, Merrill & Peterson, Inc. 0.01% No change 62 $16K
Solstein Capital, LLC 0.01% No change 57 $14K
Palisade Asset Management, LLC 0.00% New 56 $14K
WFA of San Diego, LLC 0.01% Add +1.9% 53 $13K
EPG Wealth Management LLC 0.00% Reduce -78.1% 53 $13K
Ballast Advisors LLC 0.00% Reduce -37.4% 52 $13K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Reduce -96.8% 51 $13K
MGB Wealth Management, LLC 0.00% No change 50 $13K
Red Tortoise LLC 0.01% No change 48 $12K
Hurley Capital, LLC 0.01% No change 48 $12K
New Millennium Group LLC 0.01% No change 44 $11K
PFS Partners, LLC 0.01% No change 44 $11K
Westfuller Advisors, LLC 0.01% New 43 $11K
Thompson Investment Management, Inc. 0.00% No change 43 $11K
Davis Capital Management 0.01% — 40 $10K
Jackson Hole Capital Partners, LLC 0.00% No change 39 $10K
Provenance Wealth Advisors, LLC 0.00% No change 38 $10K
Kentucky Trust Co 0.01% Reduce -41.0% 36 $9K
Fairman Group, LLC 0.01% No change 34 $9K
Wolff Wiese Magana LLC 0.00% No change 32 $8K
MTM Investment Management, LLC 0.00% No change 32 $8K
Hemington Wealth Management 0.00% No change 33 $8K
Van Eck Associates Corp. 0.00% Reduce -21.4% 33 $8K
Zeit Capital LLC 0.01% No change 31 $8K
Sofi Wealth, LLC 0.00% Reduce -6.3% 30 $8K
Curio Wealth, LLC 0.00% Reduce -61.5% 30 $8K
Game Plan Financial Advisors, LLC 0.00% Add +4.2% 25 $7K
Goodman Advisory Group, LLC 0.00% New 28 $7K
West Branch Capital LLC 0.00% Reduce -79.4% 26 $7K
Financial Life Planners 0.00% New 24 $6K
Arvest Investments, Inc. 0.00% No change 22 $6K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 20 $5K
Quent Capital, LLC 0.00% New 18 $5K
Legacy Wealth Managment, LLC 0.00% Reduce -61.9% 16 $4K
Providence Capital Advisors, LLC 0.00% Add +250.0% 14 $4K
Hoey Investments, Inc. 0.00% Reduce -23.5% 13 $3K
Hamilton Point Investment Advisors, LLC 0.00% No change 12 $3K
Mma Asset Management LLC 0.00% New 10 $3K
Copia Wealth Management 0.00% No change 10 $3K
Rosenberg Matthew Hamilton 0.00% No change 10 $3K
Bernard Wealth Management Corp. 0.00% New 8 $2K
Kiker Wealth Management, LLC 0.00% New 8 $2K
Absher Wealth Management, LLC 0.00% No change 8 $2K
Morse Asset Management, Inc 0.00% No change 7 $2K
Lowe Wealth Advisors, LLC 0.00% New 6 $2K
Activest Wealth Management 0.00% New 6 $2K
Van Den Berg Management I, Inc. 0.00% Reduce -28.6% 5 $1K
Rice Partnership, LLC 0.00% No change 5 $1K
Cedar Mountain Advisors, LLC 0.00% No change 5 $1K
Rakuten Securities, Inc. 0.00% Add +300.0% 4 $1K
Tower Research Capital LLC (TRC) 0.00% Reduce -100.0% 4 $1K
Redmont Wealth Advisors LLC 0.00% No change 3 $763
Eukles Asset Management 0.00% No change 3 $763
GoalVest Advisory LLC 0.00% No change 2 $509
Vision Financial Markets LLC 0.00% No change 2 $257
Imprint Wealth LLC 0.00% — 1 $254
Running Point Capital Advisors, LLC 0.00% No change 1 $254
Loomis Sayles & Co. L P 0.00% Reduce -99.5% 1 $221

"% 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.