Vanguard Most SM-Cap ETF-UsdVBETF

13F holders, Q4 2025 (December 31)
2,379holders +181
88new positions
68sold out
6famous investors
$253.09avg. 13F price*

At the end of Q4 2025, 2,379 institutions reported holding Vanguard Most SM-Cap ETF-Usd (VB) in their 13F filings, up 181 from Q3 2025. 88 opened new positions and 68 sold out. The largest holders were Bank of America Corp. ($6.0B), Morgan Stanley ($2.0B) and Wells Fargo & Company ($1.6B). 6 famous investors held it, including Mario Gabelli (0.1% 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions88$120.4M
Exits68$250.0M

All 13F filers, Q3 2025 → Q4 2025: 6,352,610 shares bought and 5,622,711 shares sold, net +729,899 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,379 holders

Bank of America Corp. 0.44% Reduce -0.1% 23,429,447 $6.0B
Morgan Stanley 0.12% Add +1.1% 7,864,543 $2.0B
Wells Fargo & Company 0.31% Reduce -1.0% 6,047,584 $1.6B
UBS Group AG 0.20% Add +1.7% 3,916,098 $1.0B
LPL Financial LLC 0.28% Reduce -1.3% 3,913,394 $1.0B
Envestnet Asset Management Inc. 0.25% Reduce -24.7% 3,244,942 $837.0M
Mercer Global Advisors Inc. 1.26% Add +0.0% 3,195,143 $824.2M
Northwestern Mutual Wealth Management Co. 0.45% Add +2.6% 2,747,982 $708.8M
Captrust Financial Advisors 1.30% Add +5.2% 2,644,075 $682.0M
Jones Financial Companies LLLP 0.39% Reduce -5.3% 2,499,811 $644.8M
Ameriprise Financial Inc. 0.14% Add +2.4% 2,398,754 $618.6M
Raymond James Financial Inc. 0.19% Add +3.7% 2,304,605 $594.5M
Royal Bank of Canada 0.10% Reduce -3.1% 2,202,948 $568.3M
Creative Planning 0.39% Add +8.2% 2,125,744 $548.3M
Mariner, LLC 0.60% Add +7.8% 1,965,932 $507.1M
PNC Financial Services Group, Inc. 0.27% Add +0.1% 1,942,995 $501.2M
Charles Schwab Investment Management Inc. 0.07% Reduce -3.7% 1,815,002 $468.2M
Bank of New York Mellon Corp 0.08% Reduce -3.3% 1,735,268 $447.6M
Goldman Sachs Group Inc. 0.06% Add +0.1% 1,685,486 $434.8M
Wealthfront Advisers LLC 0.90% Add +4.7% 1,567,975 $404.5M
CIBC Private Wealth Group LLC 0.61% Add +10.1% 1,397,042 $360.4M
Stifel Financial Corp. 0.27% Add +2.7% 1,179,616 $304.3M
Cetera Investment Advisers 0.33% Add +5.6% 1,168,300 $301.4M
Wellington Management Group LLP 0.05% Add +2.4% 1,155,967 $298.2M
FMR LLC 0.02% Add +0.3% 1,150,035 $296.7M
JPMorgan Chase & Co. 0.02% Add +2.7% 1,144,037 $295.1M
Mission Wealth Management, LP 5.91% Add +0.6% 1,123,663 $289.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 6.84% Add +2.9% 1,109,587 $286.2M
Commonwealth Equity Services, LLC 0.34% Reduce -5.1% 996,236 $257.0M
HighTower Advisors, LLC 0.27% Add +1.3% 951,243 $245.4M
Tiaa Trust, National Association 0.55% Reduce -4.0% 896,364 $231.2M
Glenmede Trust Co. NA 1.09% — 890,268 $229.6M
Bank of Montreal 0.09% Add +13.6% 834,564 $215.3M
Osaic Holdings, Inc. 0.31% Reduce -1.0% 823,383 $212.6M
Baird Financial Group, Inc. 0.31% Add +3.7% 778,593 $200.8M
Cerity Partners LLC 0.29% Add +18.4% 770,780 $198.8M
Badgley Phelps Wealth Managers, LLC 3.62% Add +35.9% 765,825 $197.5M
Nicholas Hoffman & Company, LLC. 4.47% Add +0.5% 748,000 $192.9M
Vanguard Group Inc. 0.00% Add +4.4% 643,588 $166.0M
Davis R M Inc. 2.62% Add +13.3% 589,056 $151.9M
Corient Private Wealth LP 0.20% Add +26.7% 569,069 $146.8M
Cullen/Frost Bankers, Inc. 1.61% Add +2.0% 567,959 $146.5M
Teacher Retirement System of Texas 0.51% Add +89.5% 567,165 $146.3M
State Street Corp. 0.00% Reduce -11.8% 553,389 $142.7M
Clearstead Advisors, LLC 1.78% Add +1.0% 546,407 $140.9M
Country Trust Bank 2.41% Add +93.2% 515,265 $132.9M
Moneta Group Investment Advisors LLC 0.99% Add +2.3% 506,835 $130.7M
1832 Asset Management L.P. 0.16% Add +0.3% 498,180 $128.5M
Pathstone Holdings, LLC 0.49% Reduce -0.5% 493,412 $127.3M
Pinnacle Associates Ltd. 1.50% Add +0.3% 452,974 $116.8M
Rockefeller Capital Management L.P. 0.21% Add +15.3% 442,942 $114.3M
MML Investors Services, LLC 0.28% Add +11.4% 440,701 $113.7M
Thrivent Financial for Lutherans 0.21% Add +128.6% 437,146 $113.3M
Fusion Family Wealth, LLC 8.40% Add +3.9% 429,752 $110.9M
Efficient Advisors, LLC 6.31% Reduce -4.9% 418,748 $108.0M
Wealth Enhancement Advisory Services, LLC 0.15% Add +2.1% 398,194 $107.3M
Natixis Advisors, LLC 0.15% Reduce -5.8% 414,563 $106.9M
Truist Financial Corp. 0.14% Reduce -8.6% 413,837 $106.7M
Peapack Gladstone Financial Corp. 1.32% Add +3.8% 407,296 $105.1M
Wealthspire Advisors, LLC 0.82% Reduce -49.8% 398,598 $102.8M
Cambridge Investment Research Advisors, Inc. 0.27% Add +15.2% 396,925 $102.4M
Equitable Holdings, Inc. 0.68% Add +4.3% 387,308 $99.9M
Baker Avenue Asset Management, LP 2.30% Add +1.1% 386,637 $99.7M
Invictus Private Wealth, LLC 5.77% Add +2.7% 369,406 $95.3M
Provida Pension Fund Administrator 1.65% Add +22.8% 369,393 $95.3M
Private Advisor Group, LLC 0.44% Add +3.2% 365,511 $94.3M
Comerica Bank 0.37% Add +0.3% 358,110 $92.4M
BlackRock, Inc. 0.00% Add +1816.6% 355,506 $91.7M
Heartwood Wealth Advisors LLC 8.39% Add +1.1% 352,930 $91.0M
Karpus Management, Inc. 2.65% Add +1.5% 334,706 $86.3M
Millburn Ridgefield LLC 1.99% Reduce -5.1% 323,914 $83.6M
Catalyst Capital Advisors LLC 1.72% Reduce -5.1% 323,914 $83.6M
M&T Bank Corp 0.26% Reduce -0.3% 313,812 $80.9M
Coldstream Capital Management Inc. 1.05% Add +0.7% 313,309 $80.8M
Fifth Third Bancorp 0.25% Reduce -0.2% 309,381 $79.8M
Lincoln National Corp. 2.27% Add +3.1% 301,691 $77.8M
Janus Henderson Group PLC 0.03% Reduce -8.0% 300,051 $77.4M
Trustmark Bank Trust Department 4.83% Add +0.2% 296,726 $76.5M
Assetmark, Inc. 0.15% Add +3.0% 292,043 $75.3M
Merit Financial Group, LLC 0.59% Add +10.7% 286,260 $73.8M
Auto-Owners Insurance Co 1.53% Add +13.1% 281,628 $72.6M
Park Avenue Securities LLC 0.61% Add +0.4% 278,965 $72.0M
Gibraltar Capital Management, Inc. 12.23% Reduce -0.2% 278,719 $71.9M
Wit, LLC 1.37% Add +1.5% 264,352 $68.2M
US Bancorp \de 0.08% Reduce -5.3% 263,672 $68.0M
Vista Capital Partners, Inc. 6.70% Reduce -0.8% 263,086 $67.9M
Pittenger & Anderson Inc. 2.60% Add +2.4% 261,700 $67.5M
Chandler Asset Management, Inc. 10.63% Add +4.7% 260,330 $67.2M
Focus Partners Wealth 0.08% Reduce -76.9% 260,127 $67.1M
Center for Financial Planning, Inc. 6.85% Add +0.6% 255,199 $65.8M
Smithfield Trust Co 2.90% Reduce -1.0% 254,416 $65.7M
CX Institutional 1.80% Reduce -1.8% 233,647 $60.3M
Betterment LLC 0.11% Reduce -2.3% 229,220 $59.1M
Vantagepoint Investment Advisers LLC 0.44% Reduce -5.2% 213,898 $55.2M
CENTRAL TRUST Co 1.06% Add +6.4% 210,293 $54.2M
Kestra Advisory Services, LLC 0.22% Add +4.0% 210,019 $54.2M
MAI Capital Management 0.30% Add +3.8% 204,235 $52.7M
Joel Isaacson & Co., LLC 1.72% Add +6.9% 202,242 $52.2M
Ellenbecker Investment Group 7.29% Add +1.3% 201,597 $52.0M
First Command Advisory Services, Inc. 0.36% Reduce -3.7% 199,609 $51.5M
Cary Street Partners Financial LLC 1.25% Add +9.9% 196,142 $50.6M
NewEdge Advisors, LLC 0.18% Add +7.0% 196,035 $50.6M
Janney Montgomery Scott LLC 0.11% Add +6.0% 193,410 $49.9M
Choreo, LLC 0.61% Add +3.1% 184,004 $47.9M
American Trust 4.02% Reduce -2.9% 185,395 $47.8M
Chicago Partners Investment Group LLC 1.17% Add +7.0% 172,254 $47.3M
Citizens Financial Group Inc. 0.61% Add +2.2% 177,519 $45.8M
Alps Advisors Inc. 0.26% Reduce -0.4% 172,790 $44.6M
Johnson Financial Group, LLC 2.76% Add +51.4% 172,775 $44.6M
MilWealth Group LLC 10.58% Add +1.1% 172,321 $44.5M
TCV Trust & Wealth Management, Inc. 3.58% Add +1.1% 171,826 $44.3M
Garde Capital, Inc. 2.60% Add +0.8% 169,950 $43.8M
Ballast, Inc. 10.22% Add +1.1% 169,204 $43.6M
Regions Financial Corp. 0.28% Add +10.4% 168,052 $43.3M
Sanctuary Advisors, LLC 0.23% Add +12.1% 164,906 $42.5M
Axxcess Wealth Management, LLC 0.73% Add +10.5% 159,426 $41.1M
Pinnacle Wealth Management Advisory Group, LLC 2.81% Add +1.8% 158,310 $40.8M
Parallel Advisors, LLC 0.74% Reduce -0.6% 157,169 $40.6M
Compound Planning, Inc. 1.18% Add +2.4% 154,846 $39.9M
Avior Wealth Management, LLC 1.24% Add +4.1% 153,865 $39.7M
Clark Asset Management, LLC 4.10% Add +11.5% 153,222 $39.5M
Wealthquest Corp 2.96% Add +1.7% 152,042 $39.2M
MPS Loria Financial Planners, LLC 10.07% Add +1.6% 151,840 $39.2M
Legacy Financial Group LLC 4.83% Reduce -0.9% 143,618 $39.1M
Connecticut Wealth Management, LLC 1.68% Reduce -3.9% 149,803 $38.6M
Investments & Financial Planning, LLC 20.73% Reduce -2.0% 149,742 $38.6M
&partners 0.20% Add +24.9% 148,238 $38.3M
AMG National Trust Bank 0.90% Add +9.5% 147,512 $38.1M
Beacon Pointe Advisors, LLC 0.27% Add +24.9% 146,498 $37.8M
Mountain Capital Investment Advisors Inc. 6.04% Add +4.0% 136,449 $37.5M
Aufman Associates Inc 19.07% Reduce -0.1% 144,241 $37.2M
Heritage Investors Management Corp. 1.08% Reduce -0.8% 144,028 $37.2M
Lido Advisors, LLC 0.15% Add +18.2% 144,446 $37.0M
Apella Capital, LLC 0.72% Add +3.2% 140,905 $36.3M
Acorn Financial Advisory Services Inc. 5.25% Add +0.4% 137,938 $35.6M
Scott Capital Advisors, LLC 7.71% Reduce -0.1% 134,837 $34.8M
Capital Asset Advisory Services LLC 1.39% Add +3.3% 128,405 $34.6M
Moller Wealth Partners 7.16% Reduce -0.2% 132,483 $34.2M
CBIZ Investment Advisory Services, LLC 1.29% Add +0.8% 132,471 $34.2M
Northern Trust Corp. 0.00% Reduce -0.8% 130,888 $33.8M
D.A. Davidson & Co. 0.21% Add +12.5% 130,665 $33.7M
AA Financial Advisors, LLC 6.23% Add +0.4% 130,593 $33.7M
Whelan Financial 10.43% Reduce -0.1% 129,440 $33.4M
Northeast Investment Management 1.30% Add +2.4% 128,597 $33.2M
Pure Financial Advisors, LLC 0.49% Add +0.1% 126,419 $32.6M
Randolph Co Inc 3.12% Add +0.2% 126,190 $32.6M
SCS Capital Management LLC 0.34% Reduce -8.1% 125,385 $32.3M
Waverly Advisors, LLC 0.26% Add +183.3% 125,200 $32.3M
NewEdge Wealth, LLC 0.36% Add +6.5% 124,586 $32.1M
Arax Advisory Partners 0.94% New 124,526 $32.1M
Brown Financial Advisory 16.17% Add +3.8% 124,007 $32.0M
Chatham Capital Group, Inc. 4.54% Reduce -10.6% 123,668 $31.9M
WP Advisors, LLC 7.91% Reduce -6.2% 123,091 $31.8M
Bluestem Financial Advisors, LLC 12.07% Add +0.0% 121,099 $31.2M
St Germain D J Co. Inc. 1.21% Reduce -0.6% 120,684 $31.1M
Wolff Financial Management LLC 6.99% Add +2.3% 120,425 $31.1M
Savant Capital, LLC 0.18% Add +52.4% 119,543 $30.8M
Composition Wealth, LLC 0.44% Reduce -3.6% 119,442 $30.8M
United Capital Financial Advisors, LLC 0.18% Add +1.1% 118,770 $30.6M
Associated Banc-Corp 0.78% Add +11.9% 118,078 $30.5M
CreativeOne Wealth, LLC 0.73% Add +12.0% 116,804 $30.1M
Brookstone Capital Management 0.34% Add +8.1% 116,671 $30.1M
Orion Porfolio Solutions, LLC 0.22% Add +9.8% 116,667 $30.1M
EP Wealth Advisors, LLC 0.16% — 115,796 $29.9M
Cwm, LLC 0.08% Reduce -2.4% 113,423 $29.3M
Leavell Investment Management, Inc. 1.19% Reduce -1.8% 111,104 $28.7M
Manufacturers Life Insurance Company, The 0.02% Reduce -4.0% 110,608 $28.6M
Bank of Hawaii 1.40% Add +0.5% 110,201 $28.4M
Searcy Financial Services Inc. 10.45% Add +1.4% 109,261 $28.2M
Modera Wealth Management, LLC 0.32% Reduce -1.5% 108,819 $28.1M
Procyon Advisors, LLC 1.39% Reduce -0.3% 108,810 $28.1M
Howard Capital Management Group, LLC 1.74% Reduce -0.9% 106,809 $27.6M
Tidal Investments LLC 0.11% Add +46.9% 105,116 $27.1M
SP Asset Management LLC 2.13% Reduce -2.1% 104,542 $27.0M
BLB&B Advisors, LLC 1.12% Reduce -3.0% 104,165 $26.9M
Stephens Inc. 0.33% Reduce -4.1% 101,507 $26.2M
Patriot Investment Management Group, Inc. 1.65% Add +2.9% 101,104 $26.1M
MBE Wealth Management, LLC 10.90% Add +1.8% 100,952 $26.0M
Steward Partners Investment Advisory, LLC 0.14% Reduce -5.2% 98,749 $25.5M
Summit Financial, LLC 0.37% Add +1.2% 98,231 $25.3M
Woodmont Investment Counsel LLC 1.57% Add +2.3% 97,187 $25.1M
3Chopt Investment Partners, LLC 5.61% Add +2.1% 97,022 $25.0M
Brown Advisory Inc. 0.03% Add +0.0% 96,323 $24.8M
Burrus Financial Services, Inc. 14.12% Add +234.6% 287,513 $24.8M
Bessemer Group Inc. 0.04% Reduce -61.1% 94,158 $24.3M
AQR Capital Management 0.01% Add +21.0% 93,768 $24.2M
Cyndeo Wealth Partners, LLC 1.29% Add +5.7% 92,620 $23.9M
WBH Advisory Inc. 1.76% Reduce -0.5% 92,302 $23.8M
Financial Engines Advisors L.L.C. 0.04% Add +1.3% 91,868 $23.7M
Cadence Bank 1.35% Add +6.4% 89,357 $23.0M
Laird Norton Wetherby Trust Company, LLC 0.48% New 88,869 $22.9M
Glenview Trust Co 0.35% Reduce -1.3% 88,586 $22.9M
Koshinski Asset Management, Inc. 1.46% Add +6.2% 87,749 $22.6M
Circle Wealth Management, LLC 0.35% Add +125.2% 87,586 $22.6M
Hurlow Wealth Management Group, Inc. 5.52% Add +1.1% 87,449 $22.6M
Montag A & Associates Inc. 1.02% Reduce -5.4% 86,859 $22.4M
Manning & Napier Advisors LLC 0.29% Add +93.9% 85,736 $22.3M
Curran Financial Partners, LLC 4.24% Add +14.2% 86,511 $22.3M
HB Wealth Management, LLC 0.14% Add +3.4% 85,990 $22.2M
Summit Trail Advisors, LLC 0.38% Reduce -7.7% 85,594 $22.1M
Crewe Advisors LLC 1.95% No change 85,513 $22.1M
Koesten, Hirschmann & Crabtree, INC. 10.75% Reduce -1.1% 84,697 $21.8M
Bleakley Financial Group, LLC 0.38% Add +1.7% 83,925 $21.6M
AlphaCore Capital LLC 0.48% Add +46.0% 83,303 $21.5M
Focus Partners Advisor Solutions, LLC 0.26% Reduce -25.3% 83,002 $21.4M
First Manhattan Co. Llc. 0.06% Add +4.7% 82,749 $21.3M
BCK Partners, Inc. 11.43% Reduce -2.7% 82,019 $21.2M
MBM Wealth Consultants, LLC 5.01% Add +0.6% 81,626 $21.1M
StoneX Group Inc. 0.91% Add +1.5% 81,562 $21.0M
Aspiriant, LLC 0.60% Add +8.3% 81,513 $21.0M
Nuveen, LLC 0.01% Reduce -25.5% 81,080 $20.9M
Forvis Mazars Wealth Advisors, LLC 0.39% Reduce -7.4% 80,411 $20.7M
Whitegate Investment Counselors, Inc. 6.45% Add +0.8% 80,010 $20.6M
Envestnet Portfolio Solutions, Inc. 0.07% Add +6.7% 79,687 $20.6M
Simon Quick Advisors, LLC 0.90% Add +5.4% 79,554 $20.5M
Tectonic Advisors LLC 1.08% Add +6.5% 79,357 $20.5M
Kohmann Bosshard Financial Services, LLC 1.86% Reduce -4.2% 79,308 $20.5M
Financial Synergies Wealth Advisors, Inc. 1.97% Reduce -0.6% 79,060 $20.4M
Noble Family Wealth, LLC 4.29% Add +14.8% 78,920 $20.4M
DeDora Capital, Inc. 4.82% Add +3.1% 78,867 $20.3M
Twele Capital Management, Inc. 3.60% Add +0.5% 78,139 $20.2M
Daymark Wealth Partners, LLC 0.64% Add +0.1% 77,696 $20.0M
Compton Wealth Advisory Group, LLC 4.35% Reduce -2.1% 77,122 $19.9M
Charles Schwab Trust Co 1.30% Reduce -1.2% 76,433 $19.7M
Roof Eidam Maycock Peralta, LLC 4.39% Reduce -0.7% 75,146 $19.4M
Elm Partners Management LLC 0.88% Reduce -2.8% 74,845 $19.3M
Salem Investment Counselors Inc. 0.54% Add +0.2% 74,674 $19.3M
QRG Capital Management, Inc. 0.21% Add +9.0% 74,620 $19.2M
Integrated Wealth Concepts LLC 0.23% Reduce -29.0% 73,463 $18.9M
Drucker Wealth 3.0, LLC 3.31% Add +1.4% 73,093 $18.9M
SAM Advisors, LLC 5.92% Add +0.9% 72,561 $18.7M
Great Valley Advisor Group, Inc. 0.36% Add +1.8% 72,085 $18.6M
Strategic Investment Advisors / MI 1.60% Add +143616.0% 71,858 $18.5M
Sage Rhino Capital LLC 3.50% Add +1.1% 71,749 $18.5M
Marietta Wealth Management, LLC 2.13% Add +0.7% 71,456 $18.4M
Stephens Consulting, LLC 5.92% Add +569.1% 71,033 $18.3M
Fiduciary Wealth Partners, LLC 7.50% Reduce -0.3% 70,887 $18.3M
Alliancebernstein L.P. 0.01% Reduce -3.7% 69,662 $18.0M
Crane Advisory, LLC 2.72% Reduce -7.4% 65,994 $18.0M
McIlrath & Eck, LLC 1.67% Add +7.7% 69,557 $17.9M
Allworth Financial LP 0.07% Add +9.8% 69,310 $17.9M
Wealthspire Retirement, LLC 1.08% Add +1.2% 69,135 $17.8M
O'shaughnessy Asset Management, LLC 0.10% Add +8.1% 68,728 $17.7M
Acropolis Investment Management, LLC 0.79% Reduce -2.9% 68,467 $17.7M
Rainey & Randall Wealth Advisors Inc. 2.88% Add +8.0% 68,419 $17.6M
Gemmer Asset Management LLC 1.36% Reduce -0.1% 68,354 $17.6M
Golden Road Advisors LLC 10.00% Reduce -0.9% 68,122 $17.6M
Whittier Trust Co. of Nevada Inc. 0.36% Add +0.1% 64,451 $17.4M
Abound Wealth Management 4.06% Add +0.6% 67,193 $17.3M
Inspirion Wealth Advisors, LLC 2.12% Add +2973.5% 66,971 $17.3M
World Investment Advisors 0.28% Add +41.0% 66,846 $17.2M
Agf Management Ltd. 0.07% Reduce -0.6% 66,579 $17.2M
Atria Investments, Inc 0.19% Reduce -6.6% 65,352 $16.9M
Kestra Private Wealth Services, LLC 0.21% Reduce -1.7% 64,584 $16.7M
AJ Advisors, LLC 6.10% Add +5.0% 64,044 $16.5M
Concurrent Investment Advisors, LLC 0.19% Add +31.9% 63,820 $16.5M
True North Advisors, LLC 2.13% New 63,812 $16.5M
Cresset Asset Management, LLC 0.07% Add +3.7% 63,036 $16.3M
Nelson Capital Management, LLC 1.90% Reduce -0.6% 62,859 $16.2M
Wealth Architects, LLC 1.44% Reduce -0.9% 62,056 $16.0M
Johnson Investment Counsel Inc. 0.13% Add +7.0% 61,622 $15.9M
Burling Wealth Partners, LLC 2.44% Add +6.0% 60,785 $15.7M
Blair William & Co. 0.04% Add +1.9% 60,762 $15.7M
Bradley Foster & Sargent Inc. 0.23% Reduce -1.2% 60,354 $15.6M
Tribridge Partners Financial LLC 6.51% Add +7.2% 60,193 $15.5M
Wedmont Private Capital 0.54% Add +2.4% 57,607 $15.4M
McAdam, LLC 0.70% Add +4.0% 59,692 $15.4M
Plum Street Advisors, LLC 5.41% Add +2.7% 58,842 $15.2M
Trust Co of the South 2.43% Reduce -7.6% 58,550 $15.1M
Aries Wealth Management 3.31% Add +11.3% 58,035 $15.0M
EverSource Wealth Advisors, LLC 0.55% Add +1.4% 57,614 $14.9M
Capital Group Private Client Services, Inc. 0.24% Add +11.5% 57,398 $14.8M
TD Private Client Wealth LLC 0.31% Add +4.9% 56,994 $14.7M
Dunhill Financial, LLC 4.63% Add +12.9% 57,382 $14.7M
Mitchell McLeod Pugh & Williams Inc. 2.09% Add +11.4% 52,700 $14.6M
Allianz SE 0.19% No change 56,605 $14.6M
Atmos Advisory, LLC 8.46% Add +5.2% 56,579 $14.6M
Berkshire Asset Management LLC 0.64% Reduce -27.1% 56,415 $14.6M
ETF Portfolio Partners, Inc. 3.73% Add +1.7% 56,025 $14.5M
GoalFusion Wealth Management, LLC 6.67% Add +1.4% 55,882 $14.4M
White Wing Wealth Management 8.52% Add +1.8% 55,341 $14.3M
RFG Holdings, Inc. 3.55% Add +2.3% 54,863 $14.2M
McClarren Financial Advisors, Inc. 8.44% Add +3.2% 55,648 $14.1M
Frisco Financial Planning LLC 11.71% Reduce -0.2% 54,317 $14.0M
Focused Wealth Management, Inc 1.48% Add +4.9% 54,191 $14.0M
NorthRock Partners, LLC 0.24% Add +2049.0% 54,025 $13.9M
VSM Wealth Advisory, LLC 4.18% Reduce -2.0% 53,889 $13.9M
Ameritas Advisory Services, LLC 0.52% Add +226.0% 53,849 $13.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.25% Reduce -3.4% 53,725 $13.9M
Sage Financial Group Inc. 0.91% Add +1.6% 53,169 $13.7M
Nicolet Advisory Services, LLC 0.92% Add +23.2% 50,012 $13.6M
Savvy Advisors, Inc. 0.44% Add +15.2% 52,610 $13.6M
Rossmore Private Capital 1.21% Add +12.2% 52,303 $13.5M
PDS Planning, Inc 0.90% Add +2.4% 52,076 $13.4M
CRA Financial Services, LLC 1.75% Reduce -18.0% 51,887 $13.4M
Riverview Capital Advisers, LLC 4.05% Reduce -1.0% 51,834 $13.4M
Asset Management Group, Inc. 2.16% Add +0.5% 51,805 $13.4M
OneDigital Investment Advisors LLC 0.13% Add +6.3% 51,454 $13.3M
Clarity Wealth Advisors, LLC 2.71% Add +4.3% 51,430 $13.3M
Sage Mountain Advisors LLC 0.70% Add +13.3% 51,310 $13.2M
Quantinno Capital Management LP 0.03% Add +56.5% 51,066 $13.2M
Capital Advisors Inc. 0.21% Reduce -0.6% 50,875 $13.1M
KTF Investments, LLC 2.15% — 50,638 $13.1M
Benjamin Edwards Inc. 0.14% Reduce -0.3% 50,352 $13.0M
Arbor Wealth Advisors LLC 9.26% Add +0.0% 50,370 $13.0M
Dakota Wealth Management 0.23% Add +273.4% 50,223 $13.0M
Oppenheimer & Co. Inc. 0.18% Add +0.7% 49,996 $12.9M
St. Louis Trust Co 1.48% Reduce -0.5% 49,927 $12.9M
Whittier Trust Co. 0.14% Reduce -1.3% 47,790 $12.9M
Bear Mountain Capital, Inc. 4.13% Reduce -0.3% 46,422 $12.8M
Staley Capital Advisers Inc. 0.53% Reduce -0.6% 49,374 $12.7M
IFC Advisors LLC 1.86% Add +4454.8% 49,283 $12.7M
Roberts Wealth Advisors, LLC 3.31% Add +1.7% 49,198 $12.7M
Vawter Financial, Ltd. 5.31% Add +1.5% 48,739 $12.6M
Ashton Thomas Private Wealth, LLC 0.30% Reduce -0.7% 48,372 $12.5M
Bartlett & Co. Wealth Management LLC 0.16% Reduce -0.5% 48,005 $12.4M
High Note Wealth, LLC 2.41% Add +1.4% 47,793 $12.3M
Cherry Tree Wealth Management, LLC 2.59% Add +4.4% 47,621 $12.3M
GeoWealth Management, LLC 0.45% Reduce -2.0% 47,492 $12.3M
Stratos Wealth Partners, LTD. 0.14% Add +1.4% 47,393 $12.2M
David Kennon Inc 4.34% Reduce -1.0% 47,353 $12.2M
Kathmere Capital Management, LLC 0.82% Add +0.2% 47,246 $12.2M
Ballentine Partners, LLC 0.17% Add +1.2% 47,101 $12.1M
Integral Investment Advisors, Inc. 3.01% Add +1.7% 47,077 $12.1M
Peddock Capital Advisors, LLC 2.54% Add +5.3% 47,029 $12.1M
Canandaigua National Bank & Trust Co. 1.08% Reduce -2.2% 46,835 $12.1M
Mason & Associates, LLC 2.74% Reduce -5.2% 46,741 $12.1M
Smith & Howard Wealth Management, LLC 2.75% Reduce -9.8% 46,528 $12.0M
Capital Planning LLC 3.30% Add +0.9% 45,004 $11.8M
Diversify Wealth Management, LLC 0.55% Reduce -1.1% 43,156 $11.8M
Arrow Financial Corp 1.16% Reduce -4.5% 45,248 $11.7M
DORVAL Corp 3.72% Add +4.5% 45,204 $11.7M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.70% Reduce -7.6% 45,192 $11.7M
Spectrum Financial Alliance Ltd LLC 2.30% Reduce -0.9% 45,190 $11.7M
James J. Burns & Company, LLC 1.60% Add +5.1% 44,953 $11.6M
Caprock Group, LLC 0.24% Add +0.8% 44,718 $11.5M
Farther Finance Advisors, LLC 0.12% Add +45.3% 44,315 $11.4M
Leeward Financial Partners, LLC 3.21% Add +1.6% 44,292 $11.4M
Harbor Advisory Corp. 3.44% Add +3.3% 44,096 $11.4M
Cynosure Group, LLC 1.15% Reduce -8.9% 43,649 $11.3M
Fee-Only Financial Planning, L.C. 6.55% Reduce -0.6% 43,560 $11.2M
Archford Capital Strategies, LLC 1.31% Add +21.5% 43,535 $11.2M
U.S. Capital Wealth Advisors, LLC 0.29% Reduce -6.1% 43,506 $11.2M
Wealth Analytics Partners, LLC 4.39% — 43,390 $11.2M
JDM Financial Group LLC 4.34% Add +96.6% 90,503 $11.2M
Fonville Wealth Management LLC 2.28% Add +1.2% 43,179 $11.1M
CSM Advisors, LLC 0.30% Add +13.7% 43,102 $11.1M
Agate Pass Investment Management, LLC 4.11% Add +2.2% 42,875 $11.1M
NORTHSTAR ASSET MANAGEMENT Co 2.34% Add +1.1% 42,761 $11.0M
Apollon Wealth Management, LLC 0.19% Reduce -1.6% 42,724 $11.0M
Madrona Financial Services, LLC 2.35% Add +0.9% 42,603 $11.0M
Red Wave Investments LLC 3.26% Add +0.1% 42,541 $11.0M
Berman McAleer LLC 1.49% Reduce -4.9% 42,161 $10.9M
Fiduciary Advisors, Inc. 8.27% Add +2.8% 42,123 $10.9M
Praetorian Wealth Management, Inc. 2.14% Reduce -1.1% 41,792 $10.8M
Discipline Wealth Solutions, LLC 2.00% Add +320.6% 41,746 $10.8M
Perigon Wealth Management, LLC 0.19% Reduce -4.7% 41,687 $10.8M
Hoge Financial Services, LLC 5.76% Add +4.9% 41,430 $10.7M
Capital Management Associates, Inc 2.36% Add +49.9% 41,414 $10.7M
Beacon Financial Strategies CORP 5.95% Add +0.2% 41,311 $10.7M
TD Capital Management LLC 0.94% Reduce -0.1% 41,080 $10.6M
Horizons Wealth Management 7.05% Add +2.5% 41,077 $10.6M
Earned Wealth Advisors, LLC 0.75% Add +18.4% 40,969 $10.6M
Sawgrass Asset Management LLC 1.31% Add +16.9% 40,650 $10.5M
BOK Financial Private Wealth, Inc. 0.64% Reduce -7.9% 40,556 $10.5M
25 LLC 3.29% Reduce -23.7% 40,247 $10.4M
SouthState Bank Corp 0.46% Add +10.6% 39,752 $10.3M
Bridges Investment Management Inc. 0.13% Reduce -0.3% 39,702 $10.2M
Signal Advisors Wealth, LLC 0.81% Add +16.3% 39,640 $10.2M
Culbertson A N & Co. Inc. 1.40% Reduce -1.3% 39,626 $10.2M
BlueSky Wealth Advisors, LLC 1.34% Reduce -0.7% 39,530 $10.2M
Petredis Investment Advisors LLC 0.80% Reduce -1.3% 39,433 $10.2M
Brick & Kyle, Associates 3.62% Reduce -0.3% 39,412 $10.2M
Beirne Wealth Consulting Services, LLC 2.94% Reduce -2.6% 39,384 $10.2M
Ellevest, Inc. 1.40% Add +3.7% 39,351 $10.2M
Single Point Partners, LLC 2.00% Reduce -0.1% 39,285 $10.1M
Kearns & Associates LLC 5.20% Add +0.1% 39,028 $10.1M
Old Mission Investment Co LLC 2.41% Add +6.5% 39,011 $10.1M
Brooklyn FI, LLC 2.15% Add +10.2% 38,993 $10.1M
Empower Advisory Group, LLC 0.03% Add +13.1% 38,984 $10.1M
Evergreen Capital Management LLC 0.22% Add +0.8% 38,934 $10.0M
Napier Financial, LLC 2.51% — 38,917 $10.0M
Chesley Taft & Associates LLC 0.39% Add +8.4% 38,368 $9.9M
Code Waechter LLC 6.29% Reduce -10.1% 37,962 $9.8M
AdvisorNet Financial, Inc 0.52% Add +6.7% 37,724 $9.7M
Legacy Wealth Partners, LLC 2.50% — 37,414 $9.7M
Cornerstone National Bank & Trust Co 3.83% Add +0.8% 37,242 $9.6M
Principal Securities, Inc. 0.15% Add +2.4% 37,145 $9.6M
Crusonia Wealth Advisors LLC 2.11% — 37,079 $9.6M
TriaGen Wealth Management LLC 2.47% Add +1.4% 37,004 $9.5M
Chilton Capital Management LLC 0.33% Reduce -5.5% 36,573 $9.4M
Black Diamond Financial, LLC 0.99% Reduce -0.7% 36,399 $9.4M
Field & Main Bank 2.70% Add +6.9% 36,334 $9.4M
Financial Futures Ltd Liability Co. 4.33% Add +9.8% 36,256 $9.4M
Evolution Wealth Advisors, LLC 0.94% Reduce -0.1% 36,224 $9.3M
Visionary Wealth Advisors 0.42% Add +1.9% 35,963 $9.3M
Flagship Harbor Advisors, LLC 0.44% Reduce -2.6% 35,907 $9.3M
Sand Hill Global Advisors, LLC 0.32% Reduce -1.1% 35,875 $9.3M
Prospera Financial Services Inc 0.15% Add +0.1% 35,710 $9.2M
Verum Partners LLC 1.86% Reduce -0.2% 35,703 $9.2M
Wealthcare Advisory Partners LLC 0.18% Reduce -2.5% 35,608 $9.2M
Bokf, NA 0.14% Reduce -7.0% 35,504 $9.2M
Magnolia Capital Advisors LLC 1.92% Add +57.2% 35,461 $9.1M
Mutual Advisors, LLC 0.20% Add +0.8% 35,360 $9.1M
IFP Advisors, Inc 0.20% Add +6.0% 35,273 $9.1M
Wealth Management Strategies, Inc. 4.18% Add +1.8% 35,225 $9.1M
Haverford Trust Co 0.08% Add +0.5% 35,167 $9.1M
VestGen Advisors, LLC 0.39% Reduce -22.5% 35,159 $9.1M
Rwa Wealth Partners, LLC 0.10% Reduce -9.3% 35,076 $9.0M
Valmark Advisers, Inc. 0.11% Add +2.7% 35,073 $9.0M
Steph & Co. 2.56% Reduce -3.0% 34,369 $8.9M
Smartleaf Asset Management LLC 0.34% Add +1266.1% 34,017 $8.9M
Thrive Wealth Management, LLC 1.30% Add +6.7% 34,315 $8.9M
Orgel Wealth Management, LLC 0.19% Reduce -7.0% 34,183 $8.8M
Kingswood Wealth Advisors, LLC 0.42% Add +18.0% 33,977 $8.8M
Nwam LLC 0.48% Reduce -3.9% 32,523 $8.6M
Sandy Cove Advisors, LLC 2.54% Reduce -11.9% 33,177 $8.6M
Wesbanco Bank Inc. 0.24% Reduce -3.0% 33,125 $8.5M
Gotham Asset Management 0.03% Add +39.3% 33,047 $8.5M
Crestwood Advisors Group, LLC 0.14% Add +0.6% 32,958 $8.5M
Waller Financial Planning Group, Inc. 1.89% Reduce -9.5% 32,952 $8.5M
Exencial Wealth Advisors, LLC 0.27% Reduce -4.3% 32,803 $8.5M
Five Pine Wealth Management 5.42% Add +1.3% 32,750 $8.4M
Susquehanna International Group, LLP 0.01% Reduce -16.1% 32,687 $8.4M
Elite Financial, Inc. 3.83% Reduce -0.1% 32,646 $8.4M
Venture Visionary Partners LLC 0.27% Reduce -5.8% 32,263 $8.4M
WESCAP Management Group, Inc. 1.70% Reduce -0.7% 32,435 $8.4M
Level Four Advisory Services, LLC 0.27% Add +8.8% 32,377 $8.4M
Cambridge Advisors Inc. 1.59% Add +1.4% 32,346 $8.3M
Global Retirement Partners, LLC 0.15% Reduce -5.0% 32,189 $8.3M
J.W. Cole Advisors, Inc. 0.20% Reduce -10.8% 51,567 $8.3M
Oldfather Financial Services, LLC 2.46% Add +0.1% 32,013 $8.3M
Capital Advantage, Inc. 1.11% Add +36.9% 31,972 $8.2M
Howard Wealth Management, LLC 3.59% Add +0.4% 31,862 $8.2M
Evolution Advisers, Inc. 3.56% Add +3.1% 31,866 $8.2M
Silverleafe Capital Partners, LLC 2.44% Reduce -0.5% 31,845 $8.2M
Dynamic Advisor Solutions LLC 0.26% Reduce -4.8% 31,737 $8.2M
Vise Technologies, Inc. 0.16% Add +102.8% 31,433 $8.1M
Midwest Trust Co 0.10% Add +8.3% 31,367 $8.1M
Cozad Asset Management Inc. 0.63% Add +5.1% 31,290 $8.1M
Ieq Capital, LLC 0.02% Reduce -1.3% 31,148 $8.0M
Titleist Asset Management, LLC 0.65% Add +3.9% 31,134 $8.0M
Prosperity Advisers, LLC 6.63% — 31,129 $8.0M
Florida Trust Wealth Management Co 0.22% Reduce -6.8% 31,068 $8.0M
First Bancorp, Inc 4.24% Add +3.6% 30,920 $8.0M
Fi3 FINANCIAL ADVISORS, LLC 2.43% Reduce -4.1% 30,826 $8.0M
JNBA Financial Advisors 0.69% Add +0.5% 30,821 $8.0M
Rinkey Investments 2.02% Add +0.5% 30,813 $7.9M
Rehmann Capital Advisory Group 0.41% Reduce -1.5% 30,759 $7.9M
Latigo Investments, LLC 3.89% No change 30,671 $7.9M
Ancora Advisors LLC 0.16% Reduce -0.4% 30,636 $7.9M
Lazard Asset Management LLC 0.01% Reduce -1.2% 30,631 $7.9M
Ramiah Investment Group 6.79% Add +7.4% 30,355 $7.8M
Equity Wealth Partners, LLC 5.08% Add +84.9% 30,354 $7.8M
Warwick Investment Management, Inc. 1.20% Add +1.1% 30,284 $7.8M
Fiducient Advisors LLC 0.97% Reduce -8.9% 30,199 $7.8M
Gilman Hill Asset Management, LLC 1.23% Reduce -8.9% 30,173 $7.8M
Roundview Capital LLC 0.48% Add +4.1% 30,165 $7.8M
Westwood Holdings Group Inc. 0.06% Add +8.4% 30,092 $7.8M
Fiduciary Trust Co 0.09% Reduce -2.1% 29,934 $7.7M
BIP Wealth, LLC 0.27% Add +7.4% 29,729 $7.7M
Arkos Global Advisors 0.98% Reduce -0.4% 29,656 $7.7M
Sovereign Financial Group, Inc. 1.36% Add +0.4% 29,616 $7.6M
Texas Yale Capital Corp. 0.23% Add +18.3% 29,612 $7.6M
Colony Family Offices, LLC 1.90% Reduce -0.4% 29,453 $7.6M
Johnson Bixby & Associates, LLC 0.94% Reduce -12.1% 29,436 $7.6M
GreatBanc Trust CO 5.31% Add +1.1% 29,229 $7.5M
NavPoint Financial, Inc. 3.22% Add +1.1% 29,184 $7.5M
Logan Capital Management Inc. 0.32% No change 29,176 $7.5M
Sequoia Financial Advisors, LLC 0.04% Add +1.9% 29,161 $7.5M
Gill Capital Partners, LLC 2.25% Add +1.8% 28,808 $7.4M
Plus Group Wealth Advisors LLC 8.23% — 28,778 $7.4M
Prepared Retirement Institute LLC 3.73% Reduce -2.6% 28,706 $7.4M
Annex Advisory Services, LLC 0.14% Reduce -4.0% 28,508 $7.4M
Fifth Third Securities, Inc. 0.48% Add +1.1% 28,248 $7.3M
Duncan Williams Asset Management, LLC 1.80% Add +5.6% 26,621 $7.2M
Family Wealth Partners, LLC 2.60% Reduce -1.9% 27,921 $7.2M
Creekside Partners 3.04% Reduce -0.8% 27,907 $7.2M
Beacon Financial Planning, Inc. 3.47% Add +5.0% 27,889 $7.2M
BTG Pactual Asset Management US LLC 0.80% Add +3.4% 30,244 $7.2M
Arcadia Wealth Management, LLC 2.66% Add +12.2% 27,675 $7.1M
HighRoad Wealth Advisors, LLC 6.81% — 27,633 $7.1M
Webster Bank, N. A. 0.67% Reduce -1.9% 27,566 $7.1M
Rareview Capital LLC 4.60% Add +1.1% 29,918 $7.1M
Arcadia Investment Advisors LLC 3.27% Add +138.2% 27,270 $7.0M
Stratos Wealth Advisors, LLC 0.34% Reduce -10.3% 27,002 $7.0M
Peterson Wealth Advisors, LLC 0.92% Reduce -3.0% 26,885 $6.9M
First PREMIER Bank 1.57% Add +7.4% 26,596 $6.9M
Meeder Advisory Services, Inc. 0.29% Add +6.5% 26,506 $6.8M
Permanent Capital Management, LP 1.33% Reduce -59.5% 26,423 $6.8M
Capital Advisors Wealth Management, LLC 0.92% Add +0.6% 26,221 $6.8M
Sei Investments Co. 0.01% Add +41.0% 25,974 $6.7M
Greenhouse Wealth Management, LLC 3.95% Add +0.5% 25,917 $6.7M
Quaker Wealth Management, LLC 2.11% Add +2.1% 25,820 $6.7M
GAMCO Investors 0.06% Add +45.3% 25,813 $6.7M
Retirement Management Systems Inc. 1.70% — 25,761 $6.6M
Continuum Advisory, LLC 0.66% Reduce -3.3% 25,653 $6.6M
Snowden Capital Advisors LLC 0.17% Reduce -2.1% 25,397 $6.6M
Accredited Investors Inc. 0.35% Reduce -0.7% 25,301 $6.5M
Mackenzie Financial Corp. 0.01% Add +5.1% 25,070 $6.5M
Essex Financial Services, Inc. 0.37% Add +6.1% 25,258 $6.5M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.67% Reduce -2.3% 25,249 $6.5M
Ruggaard & Associates LLC 2.56% Reduce -7.4% 25,212 $6.5M
REAP Financial Group, LLC 1.32% Add +11.4% 25,138 $6.5M
American Investment Services, Inc. 1.49% Reduce -3.3% 24,957 $6.4M
Pinnacle Financial Partners, Inc. 0.05% — 24,855 $6.4M
Mesirow Financial Investment Management, Inc. 0.13% Reduce -1.9% 24,754 $6.4M
Fifth Third Wealth Advisors LLC 0.22% Reduce -0.7% 24,744 $6.4M
Brightwater Advisory LLC 4.31% Reduce -0.2% 24,719 $6.4M
Family Investment Center, Inc. 1.29% Reduce -1.3% 24,708 $6.4M
Penney Financial, LLC 2.45% Add +6.7% 24,650 $6.4M
White Lighthouse Investment Management Inc. 0.89% Add +3.5% 24,585 $6.3M
Farrell Financial LLC 3.73% Add +0.6% 24,512 $6.3M
Franklin Resources Inc. 0.00% Add +16.7% 24,448 $6.3M
Atlantic Union Bankshares Corp 0.12% Add +7.2% 24,408 $6.3M
Jacobsen Capital Management 2.04% Add +5.1% 24,155 $6.2M
Harbour Investments, Inc. 0.13% Add +3.0% 24,055 $6.2M
Signal Tree Financial Partners LLC 4.72% Add +6.2% 24,002 $6.2M
Rialto Wealth Management, LLC 1.48% Reduce -0.4% 23,983 $6.2M
Cambridge Capital Management, LLC 2.77% Add +5.1% 23,933 $6.2M
Aptus Capital Advisors, LLC 0.05% Add +4.4% 23,741 $6.1M
Certified Advisory Corp 0.56% Add +2.4% 23,728 $6.1M
Aurelius Family Office LLC 2.63% Add +1.6% 23,044 $6.1M
Winthrop Partners - WNY, LLC 3.27% — 23,544 $6.1M
Sigma Planning Corp 0.17% Add +1.2% 23,476 $6.1M
Grove Bank & Trust 0.68% Add +0.3% 23,406 $6.0M
Kera Capital Partners, Inc. 0.74% Add +5.1% 22,204 $6.0M
May Hill Capital, LLC 1.61% Reduce -8.5% 23,219 $6.0M
Baron Silver Stevens Financial Advisors, LLC 0.86% Add +5.1% 23,144 $6.0M
NewCorp Financial Services, Inc. 5.29% — 23,138 $6.0M
Mill Creek Capital Advisors, LLC 0.12% Add +0.2% 23,032 $5.9M
Stonebridge Capital Advisors LLC 0.41% Add +2.3% 22,954 $5.9M
West Bancorporation Inc. 3.09% Add +0.9% 22,844 $5.9M
Walkner Condon Financial Advisors LLC 0.82% Add +2.4% 22,795 $5.9M
Evercore Wealth Management, LLC 0.09% Reduce -5.4% 22,723 $5.9M
Abacus Planning Group, Inc. 0.78% Reduce -0.4% 22,722 $5.9M
Commerce Bank 0.03% Add +1.1% 22,611 $5.8M
Pinnacle Financial Group, LLC / IL 1.68% Add +4.6% 22,437 $5.8M
Carter Financial, LLC 5.07% — 22,289 $5.7M
Cathy Pareto & Associates, Inc. 3.98% Reduce -0.8% 22,231 $5.7M
Frontier Asset Management, LLC 1.32% Reduce -1.2% 22,142 $5.7M
Cypress Wealth Services, LLC 0.79% Reduce -0.0% 22,128 $5.7M
Citigroup Inc. 0.00% Reduce -93.2% 22,127 $5.7M
Headinvest, LLC 1.13% Add +0.9% 22,088 $5.7M
RTD Financial Advisors, Inc. 0.69% Reduce -9.9% 21,910 $5.7M
Financial Insights, Inc. 1.89% Reduce -0.7% 21,896 $5.6M
CWA Asset Management Group, LLC 0.20% Add +0.2% 21,876 $5.6M
S.A. Mason LLC 2.22% Add +5.4% 21,735 $5.6M
Signature Estate & Investment Advisors LLC 0.11% Reduce -2.4% 21,719 $5.6M
Modern Wealth Management, LLC 0.10% Add +27.7% 21,624 $5.6M
Washington Trust Bank 0.39% Reduce -0.2% 21,617 $5.6M
Private Client Services, LLC 1.74% Add +18.2% 21,566 $5.6M
Ariston Services Group 3.26% Add +0.6% 21,523 $5.6M
Smith Partners Wealth Management, LLC 5.11% — 21,519 $5.6M
One Capital Management, LLC 0.17% Add +7.2% 21,447 $5.5M
McKinley Carter Wealth Services, Inc. 0.31% Reduce -2.6% 21,415 $5.5M
Condor Capital Management 0.45% Reduce -1.0% 21,371 $5.5M
McNaughton Wealth Management, LLC 2.25% Add +14.3% 21,222 $5.5M
GFS Advisors, LLC 0.65% No change 21,175 $5.5M
Stage Harbor Financial, LLC 3.68% Add +7.9% 21,171 $5.5M
Carr Financial Group Corp 1.45% Add +13.3% 21,159 $5.5M
Davidson Investment Advisors 0.23% Reduce -3.8% 21,152 $5.5M
Integrated Advisors Network LLC 0.24% Reduce -26.9% 21,147 $5.5M
Meridian Wealth Management, LLC 0.19% Reduce -0.5% 21,837 $5.5M
Meramec Financial Planners, LLC 2.12% — 19,647 $5.4M
Ausdal Financial Partners, Inc. 0.25% Reduce -4.5% 21,104 $5.4M
Arbor Wealth Management LLC\AZ 4.24% — 21,100 $5.4M
Newton One Investments LLC 1.60% Add +1.6% 21,010 $5.4M
Christine Messmer PC 3.53% — 20,981 $5.4M
Quest Investment Management LLC 0.58% Add +7.7% 20,951 $5.4M
Marathon Wealth Advisors LLC 2.14% — 20,921 $5.4M
SageView Advisory Group, LLC 0.18% Reduce -10.5% 20,884 $5.4M
Keystone Financial Group 0.40% Add +3.6% 20,869 $5.4M
Index Fund Advisors, Inc. 0.25% Reduce -2.0% 20,829 $5.4M
DAVENPORT & Co LLC 0.03% Add +2.2% 20,739 $5.3M
PW Nova Financial Services LLC 2.01% — 20,340 $5.3M
Pathway Financial Advisors LLC 0.67% Add +1.4% 19,674 $5.3M
XML Financial, LLC 0.43% Add +6.2% 20,458 $5.3M
Councilor Wealth, LLC 2.47% Add +0.7% 20,294 $5.2M
Waldron Private Wealth LLC 0.21% Add +0.1% 20,187 $5.2M
Advisory Services Network, LLC 0.07% Add +5.3% 20,136 $5.2M
Balanced Wealth Group LLC 1.90% Add +0.3% 20,336 $5.2M
First Heartland Consultants, Inc. 0.39% Reduce -1.0% 20,032 $5.2M
Parkside Financial Bank & Trust 0.39% Add +8.4% 19,948 $5.1M
Factor Wealth Management LTD 1.10% Add +19.2% 19,817 $5.1M
JMG Financial Group, Ltd. 0.14% Reduce -3.3% 19,782 $5.1M
Ti-Trust, Inc. 3.15% Add +0.1% 19,768 $5.1M
Root Financial Partners, LLC 0.26% Add +26.2% 19,741 $5.1M
Keyvantage Wealth, LLC 2.18% Reduce -9.3% 19,729 $5.1M
Cornerstone Wealth Management, LLC 0.26% Add +1.4% 19,688 $5.1M
Xcelsior Advisor Partners LLC 2.46% — 19,639 $5.1M
RFG Advisory, LLC 0.10% Add +10.1% 19,617 $5.1M
Bernardo Wealth Planning LLC 0.96% Reduce -1.9% 19,548 $5.0M
Compass Ion Advisors, LLC 0.48% Reduce -0.8% 19,547 $5.0M
Martel Wealth Advisors LLC 0.86% Add +1.3% 19,422 $5.0M
Addison Capital Co 1.25% Add +50.3% 19,399 $5.0M
Wilson & Boucher Capital Management, LLC 3.28% Reduce -1.5% 19,372 $5.0M
WASHINGTON TRUST Co 0.16% Add +0.0% 19,364 $5.0M
Valtinson Bruner Financial Planning LLC 1.44% Add +0.4% 19,348 $5.0M
Alongside, LLC 1.65% — 19,312 $5.0M
Box Hill Private Wealth LLC 5.04% — 19,303 $5.0M
Brand Asset Management Group, Inc. 1.39% Add +0.8% 19,292 $5.0M
Gleason Group, Inc. 0.49% Add +0.7% 19,259 $5.0M
LongView Wealth Management 1.20% Add +9.2% 18,210 $5.0M
American Alpha Advisors, LLC 3.12% Reduce -0.0% 19,176 $4.9M
First Hawaiian Bank 0.66% Add +7.9% 19,148 $4.9M
Freestone Capital Holdings, LLC 0.15% Reduce -7.7% 19,143 $4.9M
First Financial Corp. 1.86% Add +4.9% 19,134 $4.9M
Castellan Group 0.62% New 19,118 $4.9M
Cooke Wealth Management, LLC 4.30% — 18,021 $4.9M
Salomon & Ludwin, LLC 0.43% Add +0.1% 18,537 $4.9M
Belpointe Asset Management LLC 0.18% Add +11.6% 18,986 $4.9M
Frank, Rimerman Advisors LLC 0.31% Add +17.6% 18,970 $4.9M
Plancorp, LLC 0.15% No change 18,901 $4.9M
Manchester Capital Management LLC 0.66% Reduce -2.7% 18,899 $4.9M
Aspire Private Capital, LLC 1.08% Reduce -4.0% 18,852 $4.9M
Fishman Jay A Ltd. 0.40% Reduce -3.8% 18,793 $4.8M
Thayer Financial, L.L.C. 5.10% — 18,698 $4.8M
KFA Private Wealth Group, LLC 1.17% Add +29.7% 18,677 $4.8M
Chris Bulman Inc 2.13% Add +5.8% 18,671 $4.8M
Pictet North America Advisors SA 0.45% Reduce -2.9% 18,364 $4.7M
Ritholtz Wealth Management 0.09% Reduce -2.8% 18,359 $4.7M
Galvin, Gaustad & Stein, LLC 0.37% Reduce -6.8% 18,356 $4.7M
United Bank 0.62% No change 18,310 $4.7M
Claro Advisors Inc. 0.64% Add +3.6% 18,261 $4.7M
IFG Advisors, LLC 0.78% Add +1.6% 18,161 $4.7M
First Merchants Corp. 0.17% Reduce -6.5% 18,155 $4.7M
Lynch Asset Management, Inc. 1.47% No change 18,100 $4.7M
Endeavor Private Wealth, Inc. 1.34% Add +4.8% 18,099 $4.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 18,091 $4.7M
Mokosak Advisory Group, LLC 1.16% Add +3.4% 17,965 $4.6M
Bay Harbor Wealth Management, LLC 1.20% Reduce -0.3% 17,875 $4.6M
Warner Financial, Inc. 1.60% Add +1.0% 17,858 $4.6M
Calamos Wealth Management LLC 0.16% No change 17,855 $4.6M
Arkadios Wealth Advisors 0.09% Add +91.3% 17,835 $4.6M
Courier Capital LLC 0.26% Add +0.7% 17,829 $4.6M
BridgePort Financial Solutions, LLC 1.23% Reduce -2.7% 17,775 $4.6M
One Day In July LLC 0.38% Add +1.6% 17,696 $4.6M
Veridan Wealth LLC 1.53% Add +1.2% 17,670 $4.6M
Krilogy Financial LLC 0.15% Add +18.1% 16,569 $4.5M
Allen Mooney & Barnes Investment Advisors LLC 0.68% Add +4.4% 17,579 $4.5M
Wealth Alliance, LLC 0.44% Reduce -2.3% 17,540 $4.5M
Barrett & Company, Inc. 1.50% Reduce -0.8% 17,491 $4.5M
Flow Traders U.S. LLC 0.15% Reduce -84.7% 17,444 $4.5M
Connable Office Inc. 0.41% Add +1.5% 17,377 $4.5M
IF Advisors, LLC 3.63% — 17,326 $4.5M
Wealth Science Advisors LLC 2.57% — 17,270 $4.5M
FinDec Wealth Services, Inc. 4.77% Reduce -5.3% 17,260 $4.5M
Laurel Oak Wealth Management, LLC 0.75% — 17,254 $4.5M
Causey Wealth LLC 2.02% Reduce -3.6% 17,229 $4.4M
Frazier Financial Advisors, LLC 2.63% Reduce -1.4% 17,227 $4.4M
Signaturefd, LLC 0.07% Reduce -2.2% 17,202 $4.4M
Cordoba Advisory Partners LLC 1.09% — 17,043 $4.4M
Balentine LLC 0.17% No change 17,079 $4.4M
Mgo One Seven LLC 0.09% Add +5.8% 17,078 $4.4M
MY Wealth Management Inc. 3.83% Reduce -0.8% 17,052 $4.4M
Robertson Stephens Wealth Management, LLC 0.12% Reduce -0.6% 17,050 $4.4M
Fort Point Capital Partners LLC 0.53% Add +4.2% 15,899 $4.4M
Hartmann Taylor Wealth Management, LLC 2.96% Add +3.3% 16,990 $4.4M
Washington Growth Strategies LLC 2.83% Reduce -0.7% 16,951 $4.4M
CoreCap Advisors, LLC 0.15% Reduce -2.3% 16,886 $4.4M
TFB Advisors LLC 1.22% Add +5.5% 16,867 $4.4M
CWS Financial Advisors, LLC 1.18% Reduce -1.7% 16,863 $4.3M
Optimist Retirement Group LLC 1.99% Add +0.2% 16,826 $4.3M
Prime Capital Investment Advisors, LLC 0.05% Add +1.9% 16,821 $4.3M
Jane Street Group, LLC 0.01% Add +7.5% 16,802 $4.3M
Mystic Asset Management, Inc. 0.98% Reduce -1.2% 16,745 $4.3M
Valeo Financial Advisors, LLC 0.10% Add +0.4% 16,743 $4.3M
Johnson Financial Group, Inc. 0.16% Reduce -6.4% 16,620 $4.3M
Mather Group, Llc. 0.04% Reduce -3.1% 16,546 $4.3M
Liberty Square Wealth Partners LLC 1.22% Reduce -15.7% 16,516 $4.3M
Thoroughbred Financial Services, LLC 0.25% Reduce -4.8% 16,495 $4.3M
Virtue Asset Management LLC 3.45% Reduce -1.1% 16,441 $4.2M
First United Bank & Trust 1.35% Add +15.5% 16,343 $4.2M
Larson Financial Group LLC 0.14% Reduce -3.3% 16,314 $4.2M
Magnus Financial Group LLC 0.32% Reduce -4.7% 16,239 $4.2M
BCS Wealth Management 0.42% Add +99.0% 16,234 $4.2M
GenTrust, LLC 0.18% Reduce -3.4% 16,216 $4.2M
Midwest Financial Partners Investments, Inc. 2.32% — 16,167 $4.2M
Evanson Asset Management, LLC 0.23% Add +9.8% 16,165 $4.2M
Independent Financial Group, LLC 0.09% Add +0.1% 16,146 $4.2M
Keybank National Association 0.01% Reduce -4.2% 16,131 $4.2M
Advisor OS, LLC 0.33% Add +5.2% 16,055 $4.1M
Financial Freedom, LLC 2.05% Reduce -1.4% 16,039 $4.1M
Mayport, LLC 0.83% Add +0.5% 15,986 $4.1M
PFG Advisors 0.20% Reduce -21.4% 15,974 $4.1M
Sagace Wealth Management LLC 2.80% Add +0.3% 15,944 $4.1M
Strategic Investment Solutions, Inc. 0.98% Add +28.3% 15,753 $4.1M
Beacon Bridge Wealth Partners, LLC 1.34% Add +0.3% 15,680 $4.0M
Nadler Financial Group, Inc. 0.38% Add +1.0% 15,675 $4.0M
Mittelman Wealth Management 2.62% Reduce -7.7% 15,655 $4.0M
Checchi Capital Advisers, LLC 0.27% Add +4.3% 15,624 $4.0M
Alpha Cubed Investments, LLC 0.14% Add +8.7% 15,607 $4.0M
AE Wealth Management LLC 0.02% Add +17.5% 15,588 $4.0M
Blueprint Investment Partners LLC 0.43% Add +0.7% 15,551 $4.0M
PCA Investment Advisory Services Inc. 1.40% Reduce -0.9% 15,540 $4.0M
Financial Advisory Partners, LLC 1.13% Add +1.2% 15,498 $4.0M
Fortis Capital Advisors, LLC 0.59% Add +10.8% 15,452 $4.0M
Hopwood Nicholas Hunter 1.30% — 15,442 $4.0M
Alpine Bank Wealth Management 0.56% Reduce -1.3% 15,339 $4.0M
waypoint wealth counsel 1.45% Reduce -3.6% 15,304 $3.9M
Destiny Wealth Partners, LLC 0.45% Reduce -0.7% 14,389 $3.9M
Kingsview Wealth Management, LLC 0.06% Add +18.4% 15,247 $3.9M
Cadent Capital Advisors, LLC 1.04% Add +1.1% 15,207 $3.9M
SBI Securities Co., Ltd. 0.10% Reduce -1.7% 15,021 $3.9M
Fidelis Capital Partners, LLC 0.28% Add +14.1% 14,988 $3.9M
Cordant, Inc. 1.62% Add +6.8% 14,975 $3.9M
Citadel Advisors 0.00% Add +367.9% 14,904 $3.8M
B. Riley Wealth Advisors, Inc. 0.18% Reduce -3.4% 14,781 $3.8M
Wedbush Securities Inc. 0.11% Add +99.1% 14,672 $3.8M
Sapient Capital LLC 0.05% Add +9.2% 14,403 $3.8M
Grandview Asset Management LLC 1.03% Reduce -6.3% 14,515 $3.7M
Indivisible Partners 0.40% — 14,432 $3.7M
Aegis Wealth Management LLC 2.10% Add +1.3% 14,429 $3.7M
Rathbones Group PLC 0.01% Add +1.5% 14,411 $3.7M
Greenwich Wealth Management LLC 0.17% Reduce -2.2% 14,364 $3.7M
Yoffe Investment Management, LLC 4.72% Add +0.0% 14,338 $3.7M
Petix & Botte Co 0.83% Add +0.4% 14,268 $3.7M
Great Point Wealth Advisors, LLC 0.67% Reduce -0.3% 14,204 $3.7M
Highland Capital Management, LLC 0.18% Add +1.9% 14,198 $3.7M
Farmers & Merchants Investments Inc. 0.10% Reduce -1.4% 14,196 $3.7M
Great Lakes Advisors, LLC 0.03% Reduce -0.2% 14,192 $3.7M
Mycio Wealth Partners, LLC 0.76% Add +0.3% 14,190 $3.7M
Refined Wealth Management 2.46% Add +0.5% 14,167 $3.7M
Apriem Advisors 0.33% Add +10.7% 14,121 $3.6M
M Holdings Securities, Inc. 0.26% New 14,110 $3.6M
Timmons Wealth Management, LLC 3.57% — 14,082 $3.6M
Columbia Asset Management 0.65% Add +15.1% 14,066 $3.6M
Monument Group Wealth Advisors, LLC 1.97% Reduce -4.7% 13,980 $3.6M
PAX Financial Group, LLC 0.62% Reduce -3.8% 13,967 $3.6M
Kirtland Hills Capital Management, LLC 1.26% Add +63.5% 13,925 $3.6M
Blueprint Financial Advisors LLC 0.55% Add +0.1% 13,917 $3.6M
Annis Gardner Whiting Capital Advisors, LLC 0.67% Add +32.3% 13,649 $3.5M
Meridian Financial Advisors, LLC 1.92% Reduce -1.6% 13,645 $3.5M
Orrstown Financial Services Inc. 0.58% Add +8.3% 13,559 $3.5M
Acorn Wealth Advisors, LLC 1.04% Reduce -7.5% 13,542 $3.5M
General Partner, Inc. 1.98% Reduce -0.2% 13,534 $3.5M
Maripau Wealth Management LLC 1.59% Add +1.4% 13,456 $3.5M
Taylor & Morgan Wealth Management, LLC 1.94% Add +0.0% 13,437 $3.5M
Ironwood Investment Counsel, LLC 0.48% Reduce -3.6% 13,405 $3.5M
Minot DeBlois Advisors LLC 3.10% Reduce -0.6% 13,382 $3.5M
Atlas Legacy Advisors, LLC 0.61% Add +10.2% 13,380 $3.5M
Cassilly Financial Group LLC 3.05% — 13,378 $3.5M
Advisors Capital Management, LLC 0.04% Add +94.7% 13,343 $3.4M
Arwa LLC 2.00% — 13,299 $3.4M
IHT Wealth Management, LLC 0.08% Reduce -6.2% 13,280 $3.4M
Compass Planning Associates Inc 2.36% Add +27.4% 13,235 $3.4M
Tortoise Investment Management, LLC 0.30% Reduce -3.8% 13,213 $3.4M
jvl associates llc 1.11% Add +0.0% 13,201 $3.4M
Roble, Belko & Company, Inc 0.45% Reduce -3.7% 13,168 $3.4M
Glass Jacobson Investment Advisors llc 1.22% Reduce -11.4% 13,115 $3.4M
Stone Summit Wealth LLC 0.92% Add +7.3% 13,099 $3.4M
Ameritas Investment Partners, Inc. 0.10% Add +2.6% 13,088 $3.4M
Orin Green Financial, LLC 1.35% Reduce -4.7% 13,074 $3.4M
Gradient Capital Advisors, LLC 0.87% Reduce -2.0% 13,037 $3.4M
West Financial Advisors, LLC 0.57% Reduce -5.6% 13,034 $3.4M
Old North State Wealth Management, LLC 1.58% Add +0.6% 13,005 $3.4M
OneAscent Financial Services LLC 0.31% Reduce -76.2% 12,973 $3.3M
Beam Wealth Advisors, Inc. 0.92% Reduce -3.7% 12,954 $3.3M
VestGen Investment Management 1.85% Reduce -6.7% 12,940 $3.3M
Bragg Financial Advisors, Inc 0.11% Reduce -0.2% 12,900 $3.3M
Americana Partners, LLC 0.09% No change 12,878 $3.3M
Briggs Wealth Management, Inc 3.54% — 12,777 $3.3M
Objective Capital Management, LLC 3.34% Add +1.6% 12,735 $3.3M
Horizon Family Wealth, Inc. 1.74% Reduce -37.5% 12,677 $3.3M
Evermay Wealth Management LLC 0.37% Reduce -0.6% 12,633 $3.3M
Alesco Advisors, LLC, An ESL Co 0.08% Add +0.8% 12,546 $3.2M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 3.03% — 12,540 $3.2M
Operose Advisors LLC 0.75% Add +182.8% 12,521 $3.2M
Coordinated Financial Services, Inc. 1.88% Add +2.3% 12,519 $3.2M
Cove Private Wealth, LLC 0.97% Add +2.1% 12,517 $3.2M
Creative Financial Designs Inc. 0.20% Add +12.8% 12,507 $3.2M
Edmond DE Rothschild Holding S.A. 0.05% No change 12,500 $3.2M
Family Capital Management, Inc. 1.43% Add +4.4% 12,482 $3.2M
N.E.W. Advisory Services LLC 0.24% Reduce -2.0% 12,449 $3.2M
Squire Investment Management Company, LLC 0.97% Add +8.8% 12,438 $3.2M
Wick Capital Partners, LLC 0.57% Reduce -2.4% 12,391 $3.2M
Narus Financial Partners, LLC 0.87% Reduce -6.8% 12,276 $3.2M
Farnam Financial LLC 2.37% Add +7.8% 12,200 $3.1M
Envision Financial LLC 1.66% Add +16.0% 12,173 $3.1M
Elwood & Goetz Wealth Advisory Group, LLC 0.55% Reduce -0.1% 12,109 $3.1M
Phillips Financial Management, LLC 0.20% Reduce -3.6% 12,043 $3.1M
Summit Wealth Partners, LLC 0.57% Reduce -12.2% 12,041 $3.1M
HighPoint Advisor Group LLC 0.07% New 12,021 $3.1M
Astoria Strategic Wealth, Inc. 0.78% Reduce -0.5% 12,000 $3.1M
Marble Harbor Investment Counsel, LLC 0.33% Add +0.3% 11,994 $3.1M
Strategic Equity Management 1.05% Add +965.8% 11,969 $3.1M
Boyd Wealth Management, LLC 1.30% Add +0.1% 11,922 $3.1M
Investment Advisory Group, LLC 0.79% Add +1.6% 11,893 $3.1M
Sax Wealth Advisors, LLC 0.14% Reduce -7.2% 11,885 $3.1M
Canvas Wealth Advisors, LLC 0.52% Reduce -0.2% 11,873 $3.1M
Scott & Selber, Inc. 0.77% Add +0.6% 11,858 $3.1M
Oxford Financial Group, LTD. LLC 0.17% Add +4.6% 11,816 $3.0M
Strategic Blueprint, LLC 0.18% Reduce -10.0% 11,782 $3.0M
Roth Financial Partners LLC 1.00% Reduce -0.8% 11,770 $3.0M
Tritonpoint Wealth, LLC 0.31% Add +0.0% 11,768 $3.0M
Axiom Financial Strategies, LLC 1.27% Reduce -19.1% 11,701 $3.0M
Strategic Family Wealth Counselors, L.L.C. 0.68% Add +4.3% 11,065 $3.0M
Founders Grove Wealth Partners, LLC 0.68% Add +0.9% 11,643 $3.0M
OpenArc Corporate Advisory, LLC 0.05% — 11,636 $3.0M
Hummer Financial Advisory Services Inc 2.11% Reduce -0.8% 11,592 $3.0M
Gibson Wealth Advisors LLC 2.04% Reduce -1.1% 11,561 $3.0M
Rebalance, LLC 0.17% Reduce -0.0% 11,547 $3.0M
BOS Asset Management, LLC 0.80% No change 11,517 $3.0M
Silver Oak Securities, Incorporated 0.20% Add +2.9% 11,378 $3.0M
McNamara Financial Services, Inc. 0.56% Reduce -59.2% 11,485 $3.0M
Vestmark Advisory Solutions, Inc. 0.04% Add +1060.1% 11,427 $2.9M
New England Private Wealth Advisors LLC 0.37% Add +1.0% 11,418 $2.9M
SOL Capital Management CO 0.26% Reduce -1.1% 11,382 $2.9M
Pacific Financial Group Inc. 1.63% Add +1084.9% 11,375 $2.9M
Brookwood Investment Group LLC 0.35% Reduce -0.4% 11,340 $2.9M
Wilmington Savings Fund Society, FSB 0.07% Add +5.7% 11,295 $2.9M
Baron Financial Group, LLC 1.56% Add +2.3% 11,272 $2.9M
Smith, Moore & Co. 0.22% Add +4.6% 11,244 $2.9M
Pitcairn Wealth Advisors LLC 0.26% — 11,227 $2.9M
Scotia Capital Inc. 0.01% Reduce -0.4% 11,181 $2.9M
Paragon Capital Management Inc. 2.23% Reduce -13.3% 11,176 $2.9M
Columbia River Financial Group, LLC 1.76% Reduce -0.6% 11,135 $2.9M
SkyOak Wealth, LLC 0.52% Add +0.3% 11,124 $2.9M
Pension & Wealth Management Advisors, Inc. 0.85% Reduce -9.5% 11,115 $2.9M
Graves Light Lenhart Wealth, Inc. 0.30% Add +1.3% 11,070 $2.9M
Allegheny Financial Group 0.42% Add +50.0% 11,062 $2.9M
Michelson Medical Research Foundation, Inc. 2.85% No change 11,010 $2.8M
JFS Wealth Advisors, LLC 0.16% Add +0.3% 10,875 $2.8M
Kelleher Financial Advisors 0.65% Add +5.3% 10,854 $2.8M
Parker Financial LLC 1.13% Add +0.7% 10,828 $2.8M
Financial Planning Fort Collins, LLC 2.45% — 10,801 $2.8M
Align Financial, LLC 1.61% — 2,780,701 $2.8M
Welch & Forbes LLC 0.03% Reduce -6.9% 10,754 $2.8M
Encompass Wealth Advisors, LLC 0.94% Add +0.7% 10,749 $2.8M
Legacy Advisors, LLC 0.30% Add +10.9% 10,691 $2.8M
Investment Research & Advisory Group, Inc. 0.91% Add +2.3% 10,670 $2.8M
Washington Trust Advisors, Inc. 0.21% Add +0.8% 10,666 $2.8M
Octavia Wealth Advisors, LLC 0.26% Reduce -3.4% 10,657 $2.7M
Security Financial Services, INC. 0.43% Reduce -0.3% 10,638 $2.7M
Diversified Trust Co. 0.05% Add +4.2% 10,635 $2.7M
Northstar Financial Companies, Inc. 2.17% Reduce -7.2% 10,586 $2.7M
Westside Investment Management, Inc. 0.44% Add +16.4% 10,550 $2.7M
Argent Trust Co 0.09% Add +14.3% 10,572 $2.7M
BTC Capital Management, Inc. 0.19% No change 10,526 $2.7M
Klingman & Associates, LLC 0.13% Reduce -1.8% 10,497 $2.7M
Intrinsic Value Partners, LLC 2.03% Add +11.2% 10,485 $2.7M
Viewpoint Capital Management LLC 1.17% No change 10,453 $2.7M
Topel & Distasi Wealth Management, LLC 1.32% Add +0.1% 10,446 $2.7M
Capital Analysts, LLC 0.07% Add +4.7% 10,384 $2.7M
Performance Wealth Partners, LLC 0.07% Reduce -3.0% 10,357 $2.7M
Greenup Street Wealth Management LLC 0.39% Add +4.2% 10,354 $2.7M
Foundations Investment Advisors, LLC 0.04% Reduce -5.1% 10,351 $2.7M
Regal Investment Advisors LLC 0.16% Reduce -8.7% 10,317 $2.7M
Vontobel Holding Ltd. 0.01% Reduce -2.8% 10,290 $2.7M
Stock Yards Bank & Trust Co. 0.08% Reduce -0.5% 10,252 $2.6M
SOA Wealth Advisors, LLC. 0.43% Reduce -0.8% 10,139 $2.6M
Moneywise, Inc. 1.09% Add +115.8% 10,122 $2.6M
Columbus Macro, LLC 0.28% Add +3.5% 10,068 $2.6M
SVB Wealth LLC 0.15% Add +0.1% 10,026 $2.6M
Heritage Trust Co 0.26% Reduce -24.9% 9,993 $2.6M
Tanager Wealth Management LLP 0.26% Reduce -6.0% 9,962 $2.6M
Red Crane Wealth Management, LLC 2.10% Reduce -1.1% 9,954 $2.6M
Goelzer Investment Management, Inc. 0.12% Reduce -4.8% 9,954 $2.6M
TFC Financial Management, Inc. 0.32% Add +1.0% 9,926 $2.6M
City State Bank 0.70% Add +5.2% 9,912 $2.6M
Rhumbline Advisers 0.00% New 9,875 $2.5M
Joseph P. Lucia & Associates, LLC 0.91% Reduce -3.0% 9,801 $2.5M
Retirement Planning Group, LLC 0.08% Reduce -19.6% 9,799 $2.5M
Capital Investment Advisors, LLC 0.04% Add +24.2% 9,787 $2.5M
Radnor Capital Management, LLC 0.37% Reduce -12.2% 9,772 $2.5M
Legacy Edge Advisors, LLC 0.28% Add +1.4% 9,769 $2.5M
Soltis Investment Advisors LLC 0.17% Add +1.5% 9,762 $2.5M
First Citizens Bank & Trust Co. 0.05% Add +58.5% 9,743 $2.5M
Focus Financial Network, Inc. 0.09% Add +8.4% 9,728 $2.5M
Blue Trust, Inc. 0.03% Add +7.3% 9,699 $2.5M
SWP Financial LLC 1.25% Reduce -1.8% 9,692 $2.5M
Brighton Securities Corp. 1.23% Add +31.9% 9,676 $2.5M
Osbon Capital Management LLC 2.34% — 9,675 $2.5M
Principle Wealth Partners LLC 0.14% Add +0.5% 9,673 $2.5M
McCollum Christoferson Group LLC 0.72% Add +47.3% 9,653 $2.5M
Parsons Capital Management Inc. 0.14% Reduce -9.0% 9,652 $2.5M
Optas, LLC 0.39% Reduce -26.6% 9,625 $2.5M
Fairway Wealth LLC 0.66% Add +0.7% 9,542 $2.5M
Zhang Financial LLC 0.09% Add +1.6% 9,501 $2.5M
Elevated Capital Advisors, LLC 0.57% Reduce -1.9% 9,414 $2.4M
Strategies Wealth Advisors, LLC 0.24% Add +0.0% 9,386 $2.4M
CGN Advisors LLC 0.19% Reduce -0.4% 9,383 $2.4M
Gladstone Institutional Advisory LLC 0.09% Add +7.0% 9,380 $2.4M
Elevation Point Wealth Partners, LLC 0.12% Add +1085.1% 9,374 $2.4M
MassMutual Private Wealth & Trust, FSB 0.06% Reduce -0.2% 9,360 $2.4M
Guardian Wealth Advisors, LLC / NC 0.15% Add +3.4% 9,319 $2.4M
Simmons Bank 0.16% Add +7.9% 9,317 $2.4M
MIdWestOne Financial Group, Inc. 0.27% Add +0.3% 9,311 $2.4M
Moneco Advisors, LLC 0.19% Reduce -3.2% 9,247 $2.4M
Moisand Fitzgerald Tamayo, LLC 0.27% Reduce -1.9% 9,244 $2.4M
Bailard, Inc. 0.05% Reduce -73.6% 9,233 $2.4M
Argonautica Private Wealth Management, Inc. 0.70% Reduce -5.6% 9,221 $2.4M
Fiduciary Family Office, LLC 0.68% Reduce -6.6% 9,201 $2.4M
Motley Fool Wealth Management, LLC 0.18% Add +60.2% 9,199 $2.4M
Cornerstone Advisors Asset Management, LLC 0.39% Add +0.4% 9,197 $2.4M
Holos Integrated Wealth LLC 1.32% Reduce -3.6% 9,044 $2.4M
Patriot Financial Group Insurance Agency, LLC 0.28% Add +1.4% 9,146 $2.4M
Wealthspan Partners, LLC 0.86% Reduce -1.3% 9,127 $2.4M
Conning Inc. 0.08% No change 9,084 $2.3M
Cranbrook Wealth Management, LLC 0.46% Reduce -8.8% 9,083 $2.3M
Western Wealth Management, LLC 0.11% Add +85.8% 9,079 $2.3M
Winter & Associates, Inc. 2.15% — 9,014 $2.3M
Summit Wealth & Retirement Planning, Inc. 0.55% Reduce -2.7% 8,994 $2.3M
Infinity Wealth Counsel, LLC 2.11% Add +0.5% 8,974 $2.3M
Fortitude Family Office, LLC 0.54% Reduce -2.4% 8,974 $2.3M
Onyx Bridge Wealth Group LLC 0.25% Reduce -1.3% 8,967 $2.3M
Waters Parkerson & Co., LLC 0.11% Add +1.8% 8,926 $2.3M
Storen Legacy Partners, LLC 0.72% — 8,853 $2.3M
DecisionPoint Financial, LLC 0.50% Add +1.5% 8,851 $2.3M
Dorsey & Whitney Trust CO LLC 0.12% Reduce -0.5% 8,847 $2.3M
Simplicity Wealth,LLC 0.14% Add +32.1% 8,809 $2.3M
Mitchell Sinkler & Starr 1.03% Reduce -3.8% 8,799 $2.3M
Gallagher Capital Advisors, LLC 1.46% New 7,676 $2.3M
Peoples Financial Services Corp. 1.05% Reduce -5.9% 8,724 $2.3M
Elser Financial Planning, Inc 1.62% Reduce -14.9% 8,681 $2.2M
Hohimer Wealth Management, LLC 0.30% Add +0.4% 8,670 $2.2M
BCS Private Wealth Management, Inc. 0.75% Reduce -0.7% 8,529 $2.2M
Cypress Point Wealth Management, LLC 0.48% No change 8,500 $2.2M
Cary Street Partners Investment Advisory LLC 0.59% Add +3204.7% 8,493 $2.2M
Pine Valley Investments Ltd Liability Co 0.11% Reduce -2.9% 8,438 $2.2M
Boston Research & Management Inc. 0.50% Reduce -15.9% 8,405 $2.2M
Level Financial Advisors 0.57% Add +15.2% 8,402 $2.2M
Revolve Wealth Partners, LLC 0.25% Reduce -5.9% 8,396 $2.2M
Life Planning Partners, Inc 1.66% Reduce -19.2% 8,381 $2.2M
Beaumont Financial Advisors, LLC 0.14% Add +33.8% 8,319 $2.1M
PFG Investments, LLC 0.10% Add +0.8% 8,311 $2.1M
Main Street Financial Solutions, LLC 0.16% Reduce -7.2% 8,299 $2.1M
Eclectic Associates Inc. 0.33% Add +1.7% 8,266 $2.1M
Debussy Capital Management LP 0.29% Reduce -4.4% 8,224 $2.1M
Beaird Harris Wealth Management, LLC 0.15% Add +0.5% 8,202 $2.1M
Evoke Wealth, LLC 0.04% Reduce -23.8% 8,170 $2.1M
Morton Brown Family Wealth, LLC 0.57% Reduce -0.6% 8,166 $2.1M
First American Bank 0.13% Add +3.3% 8,156 $2.1M
TPG Financial Advisors, LLC 0.70% Add +3.1% 8,153 $2.1M
Schneider Downs Wealth Management Advisors, LP 0.24% Add +2.2% 8,147 $2.1M
Noble Wealth Management PBC 1.05% Reduce -1.6% 8,133 $2.1M
Blom & Howell Financial Planning, Inc. 2.05% — 8,010 $2.1M
MidAtlantic Capital Management, Inc. 1.32% Add +1.0% 8,006 $2.1M
First National Bank of Omaha 0.06% Add +10.5% 7,980 $2.1M
Bearing Point Capital, LLC 0.32% Add +45.9% 7,955 $2.1M
McCarter Private Wealth Services LLC 0.92% Add +45.3% 7,942 $2.0M
Essex Bank 0.44% Add +4.8% 7,942 $2.0M
FDx Advisors, Inc. 1.04% Reduce -0.7% 7,938 $2.0M
MADDEN SECURITIES Corp 0.62% Reduce -0.7% 7,918 $2.0M
Canal Capital Management, LLC 0.29% Add +1.2% 7,915 $2.0M
Affinity Capital Advisors, LLC 0.28% Add +0.1% 7,913 $2.0M
SeaCrest Wealth Management, LLC 0.21% Reduce -1.1% 7,610 $2.0M
O'Connor Financial Group LLC 0.81% Add +0.5% 7,353 $2.0M
GW&K Investment Management, LLC 0.02% Add +33.7% 7,824 $2.0M
Callan Family Office, LLC 0.04% New 7,773 $2.0M
United Financial Planning Group LLC 1.21% Reduce -10.4% 7,759 $2.0M
Mountain Hill Investment Partners Corp. 1.43% Add +1.5% 7,756 $2.0M
Neuberger Berman Group LLC 0.00% Reduce -55.9% 7,753 $2.0M
Kovack Advisors, Inc. 0.09% Add +78.0% 7,724 $2.0M
TCI Wealth Advisors, Inc. 0.11% Add +11.2% 7,698 $2.0M
Market Street Wealth Management Advisors LLC 0.31% Reduce -12.7% 7,683 $2.0M
Aaron Wealth Advisors LLC 0.11% Add +17.8% 7,648 $2.0M
Financial Planning Hawaii, Inc. 1.14% — 7,638 $2.0M
Peak Asset Management, LLC 0.33% Reduce -0.3% 7,624 $2.0M
Pennsylvania Capital Management Inc. 0.54% Add +1.9% 7,617 $2.0M
Valley Forge Investment Consultants Inc. Adv 0.57% Add +0.9% 7,592 $2.0M
Ironwood Financial, llc 0.33% Add +10.3% 7,194 $2.0M
Sierra Capital LLC 0.21% No change 7,550 $1.9M
Lord & Richards Wealth Management, LLC 1.67% Add +56.6% 7,535 $1.9M
Advocate Group LLC 0.31% Add +1.3% 7,501 $1.9M
Vigilare Wealth Management 0.65% Reduce -87.0% 7,493 $1.9M
Howland Capital Management LLC 0.07% No change 7,456 $1.9M
Hunter Associates Investment Management LLC 0.26% Reduce -3.0% 7,354 $1.9M
Embree Financial Group 0.24% Reduce -4.2% 7,431 $1.9M
Berger Financial Group, Inc 0.11% Reduce -3.3% 7,427 $1.9M
AssuredPartners Investment Advisors, LLC 0.28% Add +313.0% 7,421 $1.9M
Sfm, LLC 1.12% Reduce -3.6% 7,420 $1.9M
Gryphon Financial Partners LLC 0.20% Add +6.8% 7,365 $1.9M
New England Asset Management Inc. 0.26% No change 7,340 $1.9M
Cahill Financial Advisors Inc. 0.21% Reduce -3.5% 7,334 $1.9M
Anderson Hoagland & Co. 0.16% Reduce -1.3% 7,331 $1.9M
Bridgewealth Advisory Group, LLC 0.42% Reduce -38.7% 7,328 $1.9M
Maryland Capital Advisors Inc. 0.64% Reduce -2.7% 7,326 $1.9M
Rockbridge Investment Management, LCC 0.18% Reduce -3.5% 7,318 $1.9M
Planwiser Financial, LLC 1.40% Add +12.5% 6,782 $1.9M
Private Wealth Advisors, LLC 0.67% Reduce -13.6% 7,257 $1.9M
Pioneer Wealth Management Group 0.57% Reduce -4.4% 7,224 $1.9M
Tarbox Family Office, Inc. 0.30% Reduce -4.1% 7,212 $1.9M
Opulen Financial Group LLC 1.34% Add +5.0% 7,155 $1.8M
Duncker Streett & Co. Inc. 0.33% Reduce -6.0% 7,153 $1.8M
Wells Financial Advisors INC 3.50% Reduce -27.0% 7,139 $1.8M
Sagespring Wealth Partners, LLC 0.03% Add +2.3% 7,138 $1.8M
Summit Investment Advisory Services, LLC 0.69% Add +0.8% 7,135 $1.8M
Gainplan LLC 0.69% Add +2.8% 7,133 $1.8M
21 West Wealth Management LLC 1.68% Add +0.5% 7,115 $1.8M
Tillman Hartley LLC 0.46% No change 7,113 $1.8M
Manuka Financial, LLC 1.14% Reduce -0.9% 7,113 $1.8M
Dala Group, LLC 1.58% — 7,057 $1.8M
Sowell Financial Services LLC 0.07% Reduce -77.6% 7,053 $1.8M
GC Wealth Management RIA, LLC 0.07% Reduce -39.1% 7,050 $1.8M
Dimension Capital Management LLC 0.25% No change 7,032 $1.8M
Traveka Wealth, LLC 0.74% Add +0.2% 7,028 $1.8M
Flputnam Investment Management Co. 0.03% Add +22.5% 7,002 $1.8M
Strategic Advisory Partners, LLC 1.50% — 6,996 $1.8M
Wiser Advisor Group LLC 2.06% Reduce -0.7% 6,984 $1.8M
Verus Capital Partners, LLC 0.12% Reduce -1.3% 6,970 $1.8M
Hilltop Holdings Inc. 0.11% Add +2.9% 6,969 $1.8M
Highline Wealth Partners LLC 0.50% Reduce -3.0% 6,954 $1.8M
Retirement Planning Co of New England, Inc. 0.72% Reduce -0.5% 6,953 $1.8M
Modus Advisors, LLC 0.47% Reduce -27.3% 6,947 $1.8M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.21% Reduce -28.4% 6,944 $1.8M
2UniFi Bank 0.85% Add +10.0% 6,936 $1.8M
Tred Avon Family Wealth, LLC 0.58% Reduce -2.2% 6,924 $1.8M
Perennial Investment Advisors, LLC 0.14% Reduce -4.2% 6,894 $1.8M
LifePlan Investment Advisors, Inc. 0.72% Add +12.6% 6,870 $1.8M
Integrity Alliance, Llc. 0.06% Add +86.0% 6,866 $1.8M
Clarity Capital Advisors, LLC 0.88% Reduce -0.3% 6,855 $1.8M
Lake Street Private Wealth, LLC 0.22% Add +290.7% 6,821 $1.8M
Flagstar Securities, Inc. 0.59% Reduce -3.3% 6,805 $1.8M
STAR Financial Bank 0.89% Reduce -8.9% 6,787 $1.8M
Sachem Hill LLC 0.34% Reduce -1.6% 6,767 $1.7M
Ofc Financial Planning, LLC 1.66% Add +8.2% 6,759 $1.7M
Cibc World Market Inc. 0.00% Reduce -10.7% 6,755 $1.7M
Sightline Wealth Advisors, LLC 0.74% Add +5.5% 6,744 $1.7M
Investment Partners, LTD. 0.61% Add +1.9% 6,732 $1.7M
Partners in Financial Planning 0.29% Reduce -1.6% 6,702 $1.7M
Fearless Solutions, LLC dba Best Invest 1.05% Reduce -0.8% 6,700 $1.7M
Collective Family Office LLC 0.40% Reduce -9.4% 6,699 $1.7M
ATX Financial Planning, LLC 1.33% — 6,688 $1.7M
Steffes Financial, Ltd. 0.90% — 6,684 $1.7M
Lowe Brockenbrough & Co. Inc. 0.08% Reduce -0.9% 6,641 $1.7M
Carl P. Sherr & Co., LLC 0.76% Add +11.8% 6,345 $1.7M
Guardsman Private Capital Management, Inc. 1.36% — 6,619 $1.7M
Sovran Advisors, LLC 0.14% Add +29.4% 6,175 $1.7M
Gray Private Wealth, LLC 0.83% Reduce -2.7% 6,597 $1.7M
Anchor Investment Management, LLC 0.14% Add +0.2% 6,592 $1.7M
Marquette Asset Management, LLC 0.25% Reduce -0.9% 6,580 $1.7M
Sunburst Financial Group, LLC 0.34% Add +1.3% 6,578 $1.7M
Canandaigua National Trust Co of Florida 1.06% Add +3.0% 6,577 $1.7M
Deutsche Bank AG 0.00% Reduce -1.9% 6,567 $1.7M
Private Trust Co. NA 0.15% Add +7.6% 6,564 $1.7M
SFG Wealth Management, LLC. 0.67% Add +12.7% 6,564 $1.7M
Retirement Guys Formula LLC 0.77% Add +11.3% 6,626 $1.7M
Trust Co. of Vermont 0.07% Reduce -22.3% 6,515 $1.7M
Nicolet Bankshares Inc. 0.27% Add +29.1% 6,498 $1.7M
Mission Creek Capital Partners, Inc. 0.34% Add +53.0% 6,480 $1.7M
Pacific Sun Financial Corp 0.80% Reduce -2.7% 6,478 $1.7M
Opus Financial Solutions LLC 1.58% — 6,473 $1.7M
Camelot Portfolios, LLC 1.03% Reduce -19.3% 6,461 $1.7M
Lavelle Capital LP 1.05% — 6,446 $1.7M
Kitching Partners, LLC 1.52% Add +292.1% 6,430 $1.7M
Silvercrest Asset Management Group LLC 0.01% Add +173.8% 6,424 $1.7M
Patron Partners, LLC 0.74% Reduce -0.2% 6,419 $1.7M
KCM Investment Advisors LLC 0.05% Add +11.7% 6,408 $1.7M
Ascent Group, LLC 0.06% Reduce -12.5% 6,400 $1.7M
Meridian Investment Counsel Inc. 0.40% Add +12.8% 6,397 $1.7M
SigFig Wealth Management, LLC 0.05% Reduce -6.3% 6,386 $1.6M
Diversify Advisory Services, LLC 0.05% Add +93.1% 5,963 $1.6M
Bell Investment Advisors, Inc 0.26% Add +0.1% 6,362 $1.6M
Hall Capital Management Co. Inc. 0.63% Add +5.2% 6,357 $1.6M
Compass Financial Group, INC 0.23% Reduce -0.7% 6,356 $1.6M
Jeppson Wealth Management, LLC 0.52% Add +0.8% 6,343 $1.6M
Seven Springs Wealth Group, LLC 0.48% No change 6,334 $1.6M
HCR Wealth Advisors 0.16% Add +517.4% 6,328 $1.6M
Tompkins Financial Corp. 0.13% Add +3.5% 6,326 $1.6M
Lanark Financial, Inc. 0.12% Add +0.1% 6,322 $1.6M
High Net Worth Advisory Group LLC 0.38% Add +9.8% 6,311 $1.6M
Lee Financial Co 0.22% Reduce -0.0% 6,290 $1.6M
Traynor Capital Management, Inc. 0.09% Reduce -11.2% 6,279 $1.6M
Global Wealth Management Investment Advisory, Inc. 0.26% Add +1.4% 6,267 $1.6M
S&T Bank 0.51% Add +4.0% 6,239 $1.6M
Greenleaf Trust 0.01% Add +8.4% 6,238 $1.6M
Clear Creek Financial Management, LLC 0.13% Add +3.8% 6,235 $1.6M
USAdvisors Wealth Management, LLC 0.53% Reduce -1.5% 6,220 $1.6M
Westover Capital Advisors, LLC 0.29% Add +2.8% 6,214 $1.6M
AlTi Global, Inc. 0.03% Add +4.8% 6,190 $1.6M
Revisor Wealth Management LLC 0.42% Add +48.9% 5,844 $1.6M
DMKC Advisory Services, LLC 0.70% Add +14.5% 6,146 $1.6M
Strategic Wealth Advisors LLC 1.35% — 6,133 $1.6M
Romano Brothers and Company 0.18% Reduce -1.0% 6,132 $1.6M
Capital City Trust Co. 0.35% Add +18.0% 6,119 $1.6M
New Covenant Trust Company, N.A. 1.42% No change 6,006 $1.6M
Berkeley Capital Partners, LLC 0.37% Add +0.2% 6,062 $1.6M
Transcend Capital Advisors, LLC 0.12% Reduce -47.6% 6,041 $1.6M
Clifford Swan Investment Counsel LLC 0.05% Add +0.8% 6,029 $1.6M
Everhart Financial Group, Inc. 0.14% Add +11.0% 6,018 $1.6M
MorganRosel Wealth Management, LLC 0.39% Add +8.3% 6,016 $1.6M
C M Bidwell & Associates Ltd. 0.73% Add +0.6% 6,015 $1.6M
Trivium Point Advisory, LLC 0.16% Reduce -0.4% 6,010 $1.6M
Madden Advisory Services, Inc. 0.62% Add +0.7% 6,009 $1.5M
Calder Financial LLC 1.52% — 6,007 $1.5M
Wisconsin Wealth Advisors, LLC 1.51% Reduce -0.1% 5,983 $1.5M
Aberdeen Wealth Management LLC 0.71% New 5,981 $1.5M
Williams Jones Wealth Management, LLC. 0.02% Add +0.7% 5,961 $1.5M
Schrum Private Wealth Management LLC 1.13% Reduce -2.6% 5,946 $1.5M
Cornerstone Wealth Advisors, Inc. 0.35% Add +2.7% 5,918 $1.5M
Fulton Bank, N.A. 0.05% Add +4.4% 5,912 $1.5M
Kendall Capital Management 0.32% No change 5,910 $1.5M
Muirfield Wealth Advisors LLC 1.11% Reduce -3.7% 5,886 $1.5M
Cascade Financial Partners, LLC 0.15% No change 5,880 $1.5M
Capital Squared Financial LLC 1.18% Add +4.1% 5,864 $1.5M
Dogwood Wealth Management LLC 0.67% Reduce -0.0% 5,863 $1.5M
Colonial Trust Co / SC 0.20% Reduce -1.9% 5,832 $1.5M
Rockwood Wealth Management, LLC 0.11% Add +0.6% 5,829 $1.5M
Independence Bank of Kentucky 0.19% Add +2.1% 5,792 $1.5M
Peak Retirement Planning, Inc. 0.35% Add +70.2% 5,782 $1.5M
Spire Wealth Management 0.05% Add +6.0% 5,761 $1.5M
Lam Group, Inc. 0.85% Add +0.8% 5,750 $1.5M
Topsail Wealth Management, LLC 0.22% Reduce -12.4% 5,730 $1.5M
Keel Point, LLC 0.09% Reduce -2.0% 5,720 $1.5M
Tranquility Partners, LLC 0.53% Reduce -4.5% 5,710 $1.5M
Lodestar Private Asset Management LLC 0.15% Reduce -1.4% 5,707 $1.5M
GuidedMoney, LLC 0.79% — 5,705 $1.5M
Pathfinder Wealth Consulting, Inc. 0.92% — 5,665 $1.5M
Uptick Partners, LLC 0.31% Add +14.5% 5,625 $1.5M
Intrua Financial, LLC 0.16% Reduce -2.0% 5,598 $1.4M
Luminist Capital LLC 1.78% Add +3.1% 5,596 $1.4M
Amara Financial, Llc. 0.99% Add +0.4% 5,529 $1.4M
Graetz Wealth LLC 1.30% — 5,526 $1.4M
Brown Brothers Harriman & Co. 0.01% Add +17.1% 5,521 $1.4M
DBK Financial Counsel, LLC 1.09% Reduce -0.5% 5,516 $1.4M
Novak & Powell Financial Services, Inc. 0.74% Add +159.4% 4,985 $1.4M
Carnegie Investment Counsel 0.03% Add +3.8% 5,492 $1.4M
World Equity Group, Inc. 0.39% Add +3.9% 5,484 $1.4M
Tme Financial, Inc. 0.99% Add +3.9% 5,462 $1.4M
Capstone Wealth Management Group LLC 0.85% Add +7.3% 5,461 $1.4M
Geneos Wealth Management Inc. 0.03% Add +4.9% 5,456 $1.4M
180 Wealth Advisors, LLC 0.16% Add +5.1% 5,455 $1.4M
Selby Wealth Management, LLC 0.56% — 5,426 $1.4M
Cidel Asset Management Inc. 0.10% Reduce -0.2% 5,421 $1.4M
Mustard Seed Financial, LLC 0.88% Add +1.3% 5,400 $1.4M
Grange Capital, LLC 1.33% Reduce -6.1% 5,389 $1.4M
Autumn Glory Partners, LLC 0.49% Add +225.4% 5,386 $1.4M
King Wealth Management Group 0.17% No change 5,381 $1.4M
Beacon Advisors Holdings, LLC 0.73% — 5,360 $1.4M
Cabot-Wellington, LLC 0.44% Reduce -32.9% 5,347 $1.4M
Harbor Group, Inc. 0.21% Reduce -3.5% 5,344 $1.4M
WealthTrust Asset Management, LLC 0.96% New 5,341 $1.4M
Defined Wealth Management, LLC 0.79% Reduce -1.9% 5,335 $1.4M
Bond & Devick Financial Network, Inc. 0.39% Add +1.4% 5,320 $1.4M
Fairview Capital Investment Management, LLC 0.07% Add +1.5% 5,308 $1.4M
Cornerstone Wealth Group, LLC 0.09% Reduce -6.6% 5,300 $1.4M
Oak Wealth Advisors LLC 0.78% No change 5,294 $1.4M
Chevy Chase Trust Holdings, LLC 0.00% Reduce -11.8% 5,285 $1.4M
Founders Financial Alliance, LLC 0.26% Reduce -5.3% 5,280 $1.4M
Quadrant Capital Group LLC 0.04% No change 5,272 $1.4M
Paulson Wealth Management Inc. 0.31% Reduce -12.7% 5,268 $1.4M
First Horizon Corp. 0.06% Reduce -2.1% 5,231 $1.3M
Global Strategic Investment Solutions, LLC 0.13% Reduce -1.3% 5,231 $1.3M
Trinity Financial Advisors LLC 0.38% Reduce -0.8% 5,226 $1.3M
Grove Street Fiduciary, LLC 0.56% No change 5,210 $1.3M
O'ROURKE & COMPANY, Inc 0.52% Reduce -2.1% 5,205 $1.3M
Nabity-Jensen Investment Management Inc 0.91% Add +10.8% 5,202 $1.3M
FIDELIS iM, LLC 0.52% No change 5,200 $1.3M
Westwood Wealth Management 1.00% New 5,180 $1.3M
Lionshead Wealth Management, LLC 1.00% Add +28.3% 5,180 $1.3M
Kennicott Capital Management LLC 0.65% Reduce -28.7% 5,179 $1.3M
Gibson Capital, LLC 0.24% No change 5,176 $1.3M
Asempa Wealth Advisors 1.15% — 5,155 $1.3M
Tailwinds Wealth, LLC 1.43% — 5,135 $1.3M
Norris Perne & French LLP 0.09% Add +148.6% 5,121 $1.3M
Wingate Wealth Advisors, Inc. 0.73% Add +12.0% 5,071 $1.3M
Silverlake Wealth Management LLC 0.29% Reduce -0.4% 5,062 $1.3M
Liberty Wealth Management LLC 0.17% Reduce -4.8% 5,047 $1.3M
Downshift Financial, LLC 0.80% — 4,844 $1.3M
First Business Financial Services, Inc. 0.12% No change 5,039 $1.3M
Becker Capital Management Inc. 0.04% Add +63.5% 5,008 $1.3M
SwitchPoint Financial Planning, LLC 0.90% No change 5,006 $1.3M
Fiera Capital Corp 0.00% Reduce -3.0% 4,995 $1.3M
Pines Wealth Management, LLC 0.42% Add +5.1% 4,985 $1.3M
Financial Advisors Network, Inc. 0.17% Add +6.4% 4,908 $1.3M
Capstone Wealth Management Group, LLC 0.53% Add +0.5% 4,906 $1.3M
SteelPeak Wealth, LLC 0.04% Reduce -5.8% 4,890 $1.3M
Strategic Financial Partners, Ltd. 0.55% No change 4,888 $1.3M
SC&H Financial Advisors, Inc. 0.19% Add +1.3% 4,867 $1.3M
Anchyra Partners LLC 0.38% — 4,861 $1.3M
Medallion Wealth Advisors, LLC 0.42% Add +0.2% 4,854 $1.3M
North Star Investment Management Corp. 0.08% Add +24.7% 4,855 $1.3M
Asset Dedication, LLC 0.08% Add +13.6% 4,845 $1.2M
Vicus Capital 0.09% Reduce -0.1% 4,841 $1.2M
Marshall Financial Group, LLC 0.24% Reduce -2.4% 4,841 $1.2M
Claris Financial LLC 0.66% Reduce -2.2% 4,826 $1.2M
Fiduciary Alliance LLC 0.08% Add +7.7% 4,815 $1.2M
FineMark National Bank & Trust 0.04% Add +0.2% 4,807 $1.2M
Delta Financial Advisors LLC 0.32% Reduce -1.8% 4,797 $1.2M
Nations Financial Group Inc, /Ia/ 0.07% Reduce -0.8% 4,788 $1.2M
Dagco, Inc. 0.28% Reduce -0.4% 4,768 $1.2M
Hegarty Advisors, LLC 1.07% — 4,759 $1.2M
Vilga Financial Planning LLC 1.18% — 4,763 $1.2M
Mosaic Family Wealth Partners, LLC 0.13% No change 4,756 $1.2M
Federation des caisses Desjardins du Quebec 0.00% Reduce -1.8% 4,749 $1.2M
Beacon Financial Group 0.12% Add +0.0% 4,740 $1.2M
Hiley Hunt Wealth Management 0.54% Reduce -0.6% 4,720 $1.2M
M3 Advisory Group, LLC 0.74% Add +5.9% 4,718 $1.2M
Brindle & Bay Financial Advisors, LLC 0.81% — 4,702 $1.2M
First Interstate Bank 0.07% Reduce -1.9% 4,697 $1.2M
Plante Moran Financial Advisors, LLC 0.08% Add +7.4% 4,683 $1.2M
Park National Corp. 0.04% No change 4,666 $1.2M
Sargent Investment Group, LLC 0.15% New 4,651 $1.2M
NorthStar Asset Management LLC 0.54% Add +5.9% 4,651 $1.2M
Blue Bell Private Wealth Management, LLC 0.18% Add +0.5% 4,648 $1.2M
Trevian Wealth Management LLC 0.57% Add +16.0% 4,641 $1.2M
Jag Capital Management, LLC 0.13% No change 4,627 $1.2M
Probity Advisors, Inc. 0.19% Reduce -1.4% 4,598 $1.2M
Luminvest Wealth Management LLC 0.33% Add +25.2% 4,590 $1.2M
Carroll Advisory Group, LLC 0.51% — 4,573 $1.2M
Freedom Financial Partners LLC 0.43% Reduce -13.9% 4,571 $1.2M
Upper Left Wealth Management, LLC 0.72% Reduce -4.8% 4,553 $1.2M
TABR Capital Management, LLC 0.78% Add +10.8% 4,553 $1.2M
Choate Investment Advisors 0.02% Reduce -2.6% 4,553 $1.2M
Cooper Financial Group 0.12% Reduce -10.6% 4,550 $1.2M
Vista Investment Management 0.39% Reduce -0.8% 4,545 $1.2M
ATLas Financial Planning LLC 1.15% — 4,533 $1.2M
BBR Partners, LLC 0.06% Reduce -10.1% 4,524 $1.2M
Russell Investments Group, Ltd. 0.00% Reduce -12.4% 4,513 $1.2M
Sunbeam Capital Management, LLC 0.69% Add +0.6% 4,511 $1.2M
Harmony Asset Management LLC 0.39% Add +38.9% 4,507 $1.2M
Stockman Wealth Management, Inc. 0.14% Add +4.6% 4,499 $1.2M
Pachira Investments Inc. 0.56% Add +56.9% 4,494 $1.2M
Oxbow Advisors, LLC 0.10% No change 4,484 $1.2M
Cassaday & Co Wealth Management LLC 0.02% Add +111.4% 4,483 $1.2M
Flagship Wealth Advisors, LLC 0.34% Reduce -3.5% 4,482 $1.2M
Cohen Investment Advisors LLC 0.53% Add +4.6% 4,474 $1.2M
National Philanthropic Trust 0.01% Reduce -8.0% 4,474 $1.2M
Coastline Trust Co 0.11% Reduce -3.2% 4,471 $1.2M
Quadrant Private Wealth Management, LLC 0.19% Reduce -0.1% 4,431 $1.1M
Aprio Wealth Management, LLC 0.07% Add +123.6% 4,021 $1.1M
BSW Wealth Partners 0.14% Reduce -4.4% 4,385 $1.1M
Cardiff Park Advisors, LLC 0.09% Add +0.6% 4,371 $1.1M
Lincoln Capital LLC 0.20% Add +16.0% 4,369 $1.1M
Consultiva Wealth Management, Corp. 3.15% No change 4,355 $1.1M
Twin Peaks Wealth Advisors, LLC 0.33% Reduce -7.3% 4,027 $1.1M
Ranch Capital Advisors Inc. 0.41% Add +1.8% 4,347 $1.1M
Asset Allocation & Management Company, LLC 0.45% No change 4,345 $1.1M
Independent Advisor Alliance 0.03% Add +27.4% 4,318 $1.1M
Bank of Marin 0.77% No change 4,300 $1.1M
Graney & King, LLC 0.65% Add +1.9% 4,299 $1.1M
GK Wealth Management LLC 0.81% Reduce -1.6% 4,285 $1.1M
Willis Johnson & Associates, Inc. 0.07% Add +23.6% 4,263 $1.1M
Bedel Financial Consulting, Inc. 0.12% Add +6.0% 4,255 $1.1M
Stillwater Capital Advisors, LLC 0.12% Reduce -12.1% 4,250 $1.1M
Westview Management dba Westview Investment Advisors 0.52% — 4,250 $1.1M
Compass Capital Corp. /Ma/ 0.42% Reduce -32.1% 3,933 $1.1M
National Bank of Canada 0.00% Add +3.6% 4,241 $1.1M
Millington Financial Advisors, LLC 0.48% Add +0.3% 3,942 $1.1M
Entrust Financial LLC 0.81% — 4,231 $1.1M
Biltmore Family Office, LLC 0.15% No change 4,226 $1.1M
Armbruster Capital Management, Inc. 0.18% No change 4,224 $1.1M
Merrithew & Thorsten Inc 1.14% — 4,194 $1.1M
Security National Bank of So Dak 0.53% No change 4,173 $1.1M
L.K. Benson & Company, P.C. 0.54% Add +0.1% 4,172 $1.1M
Hibernia Wealth Partners, LLC 0.32% Add +103.4% 4,166 $1.1M
1ST Source Bank 0.06% No change 4,134 $1.1M
GEM Asset Management, LLC 0.47% Add +30.3% 3,982 $1.1M
CPA Asset Management Group, LLC 0.37% Reduce -19.2% 4,117 $1.1M
Proficio Capital Partners LLC 0.07% Add +1.3% 4,111 $1.1M
Landmark Wealth Management, LLC 0.41% Add +0.9% 4,109 $1.1M
Bridgewater Advisors Inc. 0.07% Reduce -4.4% 3,824 $1.1M
Laurel Wealth Planning LLC 0.59% Reduce -4.2% 4,095 $1.1M
Keating Financial Advisory Services, Inc. 0.14% — 4,093 $1.1M
Kuhn & Co Investment Counsel 0.70% Add +0.3% 4,090 $1.1M
Riverview Trust Co 1.28% No change 4,086 $1.1M
Beese Fulmer Investment Management, Inc. 0.07% Reduce -2.4% 4,081 $1.1M
Cannon Wealth Management Services, LLC 0.74% Add +3.5% 4,080 $1.1M
Arrowroot Family Office, LLC 0.38% Reduce -19.3% 4,072 $1.1M
Brio Consultants, LLC 0.14% Add +6.1% 4,046 $1.0M
HUB Investment Partners, LLC 0.03% Reduce -0.7% 4,038 $1.0M
Naples Global Advisors, LLC 0.08% Add +0.6% 4,028 $1.0M
Rosenblum Silverman Sutton S F Inc. 0.24% Reduce -1.6% 4,018 $1.0M
Disciplined Investments, LLC 0.40% Reduce -0.3% 3,998 $1.0M
Investment Counsel Co. of Nevada 2.21% Add +0.7% 3,987 $1.0M
River Wealth Advisors LLC 0.12% Reduce -0.0% 3,976 $1.0M
Corsicana & Co. 0.58% No change 3,972 $1.0M
Lee Danner & Bass Inc. 0.07% Reduce -0.8% 3,960 $1.0M
Sound Financial Strategies Group, LLC 0.71% Reduce -0.3% 3,907 $1.0M
Piedmont Capital Management, LLC 0.66% — 3,900 $1.0M
Libra Wealth LLC 0.28% No change 3,893 $1.0M
Charter Oak Capital Management, LLC 0.08% Reduce -5.2% 3,880 $1.0M
Outbound Financial Inc 0.78% No change 3,869 $998K
Innovative Wealth Building LLC 0.72% Add +12.8% 3,855 $994K
Conservest Capital Advisors, Inc. 0.09% Add +0.2% 3,849 $993K
Donalies Financial Planning, LLC 0.84% — 3,846 $992K
WealthShield Partners, LLC 0.11% Add +0.7% 3,846 $992K
Elevatus Welath Management 0.27% Add +20.0% 3,839 $990K
Post Resch Tallon Group Inc. 0.84% Add +0.3% 3,837 $990K
Geometric Wealth Advisors 0.13% No change 3,837 $990K
Integrity Wealth Solutions LLC 0.39% Add +1.7% 3,836 $989K
Bath Savings Trust Co 0.10% Add +5.1% 3,834 $989K
Dentgroup LLC 0.68% Reduce -46.8% 3,821 $986K
Regatta Capital Group, LLC 0.15% Add +0.0% 3,798 $980K
Absolute Capital Management, LLC 0.35% Add +72.1% 3,754 $968K
Essex LLC 0.17% Reduce -4.5% 3,750 $967K
Meritage Portfolio Management 0.06% Add +0.0% 3,741 $965K
Droms Strauss Advisors Inc. /Mo/ 0.25% Add +1.2% 3,741 $965K
Waterford Advisors, LLC 0.38% No change 3,729 $962K
Verdence Capital Advisors LLC 0.06% Reduce -3.2% 3,727 $961K
Diversified Portfolios, Inc. 0.08% Reduce -12.4% 3,725 $961K
FC Advisory LLC 0.28% Reduce -1.5% 3,718 $959K
North Capital, Inc. 0.83% Add +0.7% 3,715 $958K
Centaurus Financial, Inc. 0.04% Add +0.3% 3,706 $956K
Hill Island Financial LLC 0.23% Add +11.1% 3,703 $955K
Hirtle & Co., LLC 0.04% Reduce -62.2% 3,703 $955K
Valpey Financial Services, LLC 0.61% Add +2.4% 3,700 $955K
Clayton Financial Group LLC 0.49% Add +30.7% 3,698 $954K
Fisher Asset Management 0.00% Add +78.3% 3,684 $950K
Glassman Wealth Services 0.13% Add +7.8% 3,680 $949K
Atlas Capital Advisors Inc. 0.11% — 3,666 $946K
Catalyst Financial Partners LLC 0.11% No change 3,657 $943K
Confluence Wealth Services, Inc. 0.04% Reduce -0.1% 3,653 $942K
Eagle Bluffs Wealth Management LLC 0.38% Add +3.1% 3,650 $942K
Abacus Wealth Partners, LLC 0.09% Add +103.8% 3,634 $937K
FreeGulliver LLC 0.42% Add +0.3% 3,630 $936K
Secure Asset Management, LLC 0.15% Reduce -26.6% 3,628 $936K
Winthrop Capital Management, LLC 0.22% No change 3,616 $933K
Ewa, LLC 0.23% Add +0.5% 3,610 $931K
Caitlin John, LLC 0.61% Reduce -14.0% 3,609 $931K
Planning Project LLC 0.23% — 3,608 $931K
Keewaydin Investments LLC 0.25% — 3,607 $930K
Pinnacle Wealth Planning Services, Inc. 0.10% Reduce -1.8% 3,602 $929K
Facet Wealth, Inc. 0.02% Add +56.5% 3,394 $927K
Heritage Wealth Management, Inc. 0.26% Add +1.6% 3,587 $925K
Franklin, Parlapiano, Turner & Welch, LLC 0.23% No change 3,345 $922K
Fortis Capital Management LLC 0.12% Add +29.4% 3,572 $921K
Wellspring Financial Advisors, LLC 0.07% Reduce -20.0% 3,567 $921K
Capital Investment Advisory Services, LLC 0.07% Add +71.4% 3,566 $920K
Capital Asset Managemnet, LLC 1.01% — 3,534 $912K
Fort Washington Investment Advisors Inc. 0.00% Reduce -12.0% 3,532 $911K
GAMMA Investing LLC 0.05% Add +9.6% 3,523 $909K
Verus Financial Partners, Inc. 0.08% Reduce -17.0% 3,301 $905K
First National Trust Co 0.03% Reduce -0.5% 3,505 $904K
Passive Capital Management, LLC. 0.28% Reduce -1.4% 3,502 $903K
MJP Associates Inc. 0.11% Add +2.1% 3,498 $902K
DiNuzzo Private Wealth, Inc. 0.10% No change 3,875 $901K
Trust Co. of Toledo NA 0.09% Add +6.4% 3,477 $897K
Zacks Investment Management 0.01% Reduce -12.6% 3,472 $896K
Richardson Financial Services Inc. 0.29% Add +1.5% 4,995 $891K
Caldwell Trust Co 0.08% Add +96.3% 3,453 $891K
Pearl Planning LLC 0.54% — 3,446 $889K
Curi Capital, LLC 0.02% Add +23.5% 3,438 $887K
Segment Wealth Management, LLC 0.05% Add +0.3% 3,431 $885K
Rodgers & Associates, LTD 0.09% No change 3,426 $884K
V2 Financial group LLC 0.43% Add +0.1% 3,413 $880K
Quadcap Wealth Management, LLC 0.10% Add +4.3% 3,412 $880K
Pecaut & Co. 0.28% Reduce -0.7% 3,410 $880K
American Money Management, LLC 0.14% Reduce -3.1% 3,407 $879K
Founders Financial Securities LLC 0.05% Add +138.4% 3,399 $877K
Pacific Point Advisors, LLC 0.47% Add +7.8% 3,389 $874K
Vantage Financial Partners, LLC 0.18% Reduce -1.1% 3,383 $873K
Evernest Financial Advisors, LLC 0.18% Reduce -9.1% 3,131 $872K
IFG Advisory, LLC 0.04% Add +18.2% 3,377 $871K
Golden State Wealth Management, LLC 0.09% Reduce -3.2% 3,362 $867K
71 West Capital Partners 0.04% — 3,362 $867K
Meridian Wealth Partners, LLC 0.12% Reduce -5.4% 3,360 $867K
Harbor Investment Advisory, LLC 0.07% Add +12.4% 3,356 $866K
Trust Point Inc. 0.07% No change 3,354 $865K
Mayflower Financial Advisors, LLC 0.10% Reduce -6.1% 3,350 $864K
Shayne & Jacobs, LLC 0.26% No change 3,340 $862K
B&D White Capital Company, LLC 0.10% No change 3,339 $861K
Hughes Financial Services, LLC 0.13% Reduce -0.8% 3,319 $856K
Advocate Investing Services LLC 0.77% — 3,316 $855K
Sterling Wealth Advisors Inc 0.52% No change 3,316 $855K
Twin Focus Capital Partners, LLC 0.10% Reduce -11.4% 3,311 $854K
Arista Wealth Management, LLC 0.10% No change 3,298 $851K
Matrix Private Capital Group LLC 0.43% No change 3,297 $850K
Townsquare Capital LLC 0.19% Reduce -26.7% 3,292 $849K
Prosperity Consulting Group, LLC 0.04% Reduce -8.2% 3,283 $847K
Southland Equity Partners LLC 0.17% Reduce -4.4% 3,280 $846K
Elm3 Financial Group, LLC 0.70% Add +47.6% 3,268 $843K
Waterloo Capital, L.P. 0.06% Reduce -1.0% 3,247 $837K
BXM Wealth LLC 0.64% Add +1102.4% 67,729 $836K
FF Advisors,LLC 0.37% Add +115.1% 3,231 $833K
Birchcreek Wealth Management, LLC 0.41% Reduce -2.7% 3,217 $830K
Jefferson Bridge Capital, LLC 0.83% — 3,212 $829K
Ballast Financial Advisors LLC 0.85% — 3,208 $827K
Guyasuta Investment Advisors Inc. 0.05% Add +0.0% 3,200 $825K
D'Orazio & Associates, Inc. 0.11% Add +0.0% 3,196 $824K
Nestegg Advisors, Inc. 0.70% Add +6.0% 3,179 $820K
ARK & TLK Investments, LLC 0.23% No change 3,178 $820K
Freedom Investment Management, Inc. 0.24% Add +0.5% 3,162 $816K
Snowwater Investment Partners, LLC 0.75% — 3,158 $815K
Cambridge Financial Group, LLC 0.28% Add +18.7% 3,229 $814K
Midland Wealth Advisors, LLC 0.04% Reduce -2.6% 3,156 $814K
4Thought Financial Group Inc. 0.40% Add +56.8% 3,154 $814K
Bangor Savings Bank 0.07% Reduce -1.7% 3,146 $812K
Community Trust & Investment Co. 0.04% Reduce -0.8% 3,145 $811K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.28% Add +6045.1% 3,134 $809K
Northstar Group, Inc. 0.11% Add +7.0% 3,135 $809K
Elyxium Wealth, LLC 0.22% Add +9.0% 3,129 $807K
Westmount Partners, LLC 0.20% No change 3,112 $803K
Smith Asset Management Co., LLC 0.66% Add +5.8% 3,109 $802K
MA Private Wealth 0.13% Reduce -3.4% 3,108 $802K
Tactive Advisors, LLC 0.23% Reduce -17.6% 3,101 $800K
Farmers National Bank 0.18% Add +0.8% 3,098 $799K
Miller Capital Partners, Inc. 0.41% — 3,097 $799K
Moss Adams Wealth Advisors LLC 0.06% Reduce -3.4% 3,097 $799K
New Wave Wealth Advisors LLC 0.29% New 3,083 $795K
McLean Asset Management Corp 0.14% Reduce -25.8% 2,905 $793K
Human Investing LLC 0.11% Add +18.7% 3,070 $792K
Marathon Strategic Advisors, LLC 0.60% Reduce -0.3% 3,035 $783K
SHP Wealth Management 0.06% — 3,027 $781K
Pettyjohn, Wood & White, Inc. 0.12% Add +2.5% 3,019 $779K
MPWM Advisory Solutions, LLC 0.43% Add +22.4% 3,007 $776K
Clark Wealth Partners 0.47% No change 2,992 $772K
Cannell & Spears LLC 0.01% Add +0.6% 2,984 $770K
Nilsine Partners, LLC 0.07% Add +13.5% 2,965 $765K
Zions Bancorporation, National Association 0.04% Reduce -7.3% 2,963 $764K
Investor's Fiduciary Advisor Network, LLC 0.16% Reduce -1.1% 2,964 $764K
Planning Directions Inc. 0.38% Reduce -6.0% 2,956 $762K
Ashton Thomas Securities, LLC 0.14% Add +0.8% 2,955 $762K
Madison Asset Management, LLC 0.01% Reduce -1.3% 2,945 $760K
Fairscale Capital, LLC 0.50% Reduce -0.2% 2,923 $754K
Athena Investment Management 0.39% Add +17.2% 2,918 $753K
My Personal CFO, LLC 0.31% Add +133.9% 2,912 $751K
Amplius Wealth Advisors, LLC 0.06% Add +0.1% 2,909 $750K
Certuity, LLC 0.05% No change 2,897 $747K
Advyzon Investment Management, LLC 0.09% Add +8.7% 2,889 $745K
Ritter Daniher Financial Advisory LLC / DE 0.12% Add +247.2% 2,885 $744K
Rockland Trust Co. 0.03% Add +16.4% 2,875 $742K
Truvestments Capital LLC 0.13% Add +1.1% 2,868 $740K
Fiduciary Financial Group, LLC 0.10% Reduce -10.9% 2,866 $739K
Diversified Management Inc. 0.17% — 2,861 $738K
Sterling Capital Management LLC 0.01% No change 2,860 $738K
Solstein Capital, LLC 0.29% Add +4898.3% 2,849 $735K
Madison Wealth Partners, Inc 0.13% Add +48.0% 2,832 $730K
Mascagni Wealth Management, Inc. 0.54% Add +6.4% 2,822 $728K
J2 Capital Management Inc 0.53% Add +3.6% 2,817 $727K
Wescott Financial Advisory Group, LLC 0.06% Add +2.7% 2,807 $724K
Cooper/Haims Advisors, LLC 0.33% New 2,804 $723K
Outlook Wealth Advisors, LLC 0.16% Add +7.6% 2,801 $723K
Stratos Investment Management, LLC 0.03% Add +4.1% 2,799 $722K
Bryn Mawr Trust Advisors, LLC 0.03% Reduce -8.9% 2,799 $722K
Avidian Wealth Enterprises, LLC 0.03% Add +12.8% 2,797 $721K
Spinnaker Trust 0.04% Add +66.6% 2,789 $719K
TCTC Holdings, LLC 0.02% No change 2,784 $718K
Fund Advisors of America Inc 0.66% — 2,776 $716K
Atwater Malick LLC 0.20% No change 2,775 $716K
Astoria Portfolio Advisors LLC. 0.16% Add +3.6% 2,588 $711K
Riverpoint Wealth Management Holdings, LLC 0.15% Add +0.7% 2,754 $710K
Werba Rubin Papier Wealth Management 0.19% Add +7.6% 2,752 $710K
Seek First Inc. 0.48% Add +0.1% 2,707 $698K
MBL Wealth, LLC 0.06% Add +0.9% 2,700 $696K
Stonebridge Financial Planning Group, LLC 0.25% No change 2,694 $695K
Aspen Grove Capital, LLC 0.12% Add +0.2% 2,688 $694K
Vista Investment Partners Ii, LLC 0.30% Add +29.9% 2,691 $694K
WJ Financial Advisors LLC 0.61% No change 2,657 $685K
Camden National Bank 0.09% New 2,656 $685K
McGuire Investment Group, LLC 0.07% Reduce -0.7% 2,656 $685K
Rothschild Investment LLC 0.04% Add +3.4% 2,648 $683K
Oakmont Advisory Group, LLC 0.73% — 2,647 $683K
Members Trust Co 0.02% Reduce -0.3% 2,644 $682K
Sound Income Strategies, LLC 0.03% Add +499.8% 2,471 $681K
Advisory Resource Group 0.12% Reduce -1.8% 2,630 $678K
Birch Hill Investment Advisors LLC 0.03% Add +4.0% 2,621 $676K
Triad Wealth Partners, LLC 0.06% Add +99.8% 2,616 $675K
Accel Wealth Management 0.18% Add +0.5% 2,616 $675K
Websterrogers Financial Advisors, LLC 0.20% Reduce -1.5% 2,615 $675K
Sandhill Capital Partners LLC 0.05% No change 2,612 $674K
Thompson Davis & Co., Inc. 0.40% No change 2,607 $672K
Grandfield & Dodd, LLC 0.04% No change 2,599 $670K
Eagle Strategies LLC 0.09% Add +1.6% 2,594 $669K
Novem Group 0.08% Add +5.8% 2,587 $667K
Redwood Family Wealth LLC 0.66% — 2,586 $667K
Asset One Wealth Management LLC 0.09% — 2,455 $667K
Cordgrass Capital Advisors, LLC 0.16% Add +36.7% 2,582 $666K
PGIM Custom Harvest LLC 0.01% Reduce -5.6% 2,577 $665K
Thrive Capital Management, LLC 0.15% Add +9.7% 2,576 $665K
Truepoint, Inc. 0.01% Reduce -4.2% 2,574 $664K
Flywheel Private Wealth LLC 0.41% No change 2,572 $663K
CDKV Holdings LLC 0.55% — 2,571 $663K
Triumph Capital Management 0.14% New 2,570 $663K
Heritage Investment Group, Inc. 0.10% Reduce -0.2% 2,570 $663K
Balboa Wealth Partners 0.11% Add +5.3% 2,566 $662K
LRI Investments, LLC 0.05% Reduce -18.3% 2,566 $662K
Center For Asset Management LLC 0.34% Reduce -0.6% 2,552 $658K
Coastal Bridge Advisors, LLC 0.05% Add +16.2% 2,552 $658K
Lutz Financial Services LLC 0.04% No change 2,541 $656K
EFG International AG 0.01% — 2,536 $654K
Northbridge Financial Group, LLC 0.29% — 2,516 $649K
Smith Chas P & Associates Pa Cpas 0.03% No change 2,512 $648K
Transcendent Capital Group LLC 0.29% Add +0.6% 2,511 $648K
Sara-Bay Financial 0.19% Add +13.2% 2,483 $647K
First Community Trust NA 0.48% Add +58.6% 2,507 $647K
Keebeck Wealth Management 0.07% Add +83.3% 2,506 $647K
Searle & Co. 0.17% No change 2,500 $645K
Aspire Growth Partners LLC 0.45% Add +3.1% 2,499 $645K
Glaxis Capital Management, LLC 1.10% Add +0.7% 2,497 $644K
Wealth Dimensions Group, Ltd. 0.13% Add +3.8% 2,485 $641K
Ballast Rock Private Wealth LLC 0.40% — 2,482 $640K
Fingerlakes Wealth Management, Inc. 0.41% Reduce -4.5% 2,482 $640K
Leo Wealth, LLC 0.05% New 2,481 $640K
Bank of New Hampshire 0.14% Reduce -4.5% 2,467 $636K
Pinnacle Bancorp, Inc. 0.19% Add +2.1% 2,461 $635K
FAS Wealth Partners, Inc. 0.04% Add +2.3% 2,460 $634K
Thayer Partners, LLC / MA 0.31% — 2,452 $632K
Kavar Capital Partners Group, LLC 0.09% Add +5.0% 2,447 $631K
TD Waterhouse Canada Inc. 0.00% Reduce -1.5% 2,440 $629K
Montecito Bank & Trust 0.10% No change 2,436 $628K
Spirepoint Private Client, LLC 0.06% Add +185.3% 2,425 $626K
Bison Wealth, LLC 0.07% New 2,431 $625K
Denver PWM, LLC 0.21% No change 2,633 $624K
Elk River Wealth Management LLC 0.10% No change 2,416 $623K
Adirondack Trust Co. 0.20% Add +24.1% 2,416 $623K
Keeler & Nadler Financial Planning & Wealth Management 0.22% Add +0.7% 2,410 $622K
Lyell Wealth Management, LP 0.04% No change 2,408 $621K
Sepio Capital, LP 0.03% Add +0.1% 2,402 $620K
CFS Investment Advisory Services, LLC 0.05% Reduce -0.5% 2,401 $619K
Round Rock Advisors LLC 0.09% Reduce -0.4% 2,397 $618K
Heck Capital Advisors, LLC 0.05% Add +0.3% 2,387 $616K
Old Second National Bank of Aurora 0.12% No change 2,385 $615K
Kelman-Lazarov, Inc. 0.09% No change 2,383 $615K
Compass Capital Management, Inc. 0.03% No change 2,380 $614K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +22.9% 2,375 $613K
Churchill Financial Advisors, LLC 0.19% — 2,363 $610K
1900 Wealth Management LLC 0.04% Reduce -1.1% 2,360 $609K
LPWM LLC 0.15% Add +13.7% 2,354 $607K
Financial Management, Inc. 0.58% — 2,349 $606K
Capstone Wealth Management, Inc. 0.53% — 2,333 $605K
Keystone Financial Services 0.18% No change 2,344 $605K
Douglass Winthrop Advisors, LLC 0.01% No change 2,342 $604K
Powerhouse Assets LLC 0.53% — 2,334 $602K
Keb Asset Management, LLC 0.12% Reduce -1.6% 2,334 $602K
UMB Bank, n.a. 0.01% Add +21.0% 2,331 $601K
German American Bancorp, Inc. 0.05% Reduce -0.7% 2,329 $601K
Francis Financial, Inc. 0.12% No change 2,328 $601K
Penobscot Investment Management Company, Inc. 0.05% Add +1.1% 2,323 $599K
Brown, Lisle/Cummings, Inc. 0.15% Add +0.0% 2,308 $595K
Penobscot Wealth Management 0.18% Add +0.3% 2,300 $593K
Linscomb Wealth, Inc. 0.02% Reduce -16.3% 2,292 $591K
Chapin Davis, Inc. 0.14% Add +0.1% 2,287 $590K
Advisory Alpha, LLC 0.02% Reduce -5.1% 2,284 $590K
Capital Square, LLC 0.30% Reduce -2.6% 2,284 $589K
Mattern Capital Management, LLC 0.07% No change 2,283 $589K
Quest 10 Wealth Builders, Inc. 0.52% Reduce -0.5% 2,274 $587K
Bernicke Wealth Management, Ltd. 0.08% — 2,273 $586K
Cascade Wealth Advisors, Inc 0.27% Reduce -6.5% 2,146 $586K
Moors & Cabot, Inc. 0.03% Add +97.0% 2,272 $586K
NTV Asset Management LLC 0.06% Reduce -3.2% 2,268 $585K
Cape Investment Advisory, Inc. 0.18% Add +2.1% 2,267 $585K
Milestone Investment Advisors LLC 0.14% No change 2,263 $584K
Gen-Wealth Partners Inc 0.19% No change 2,253 $581K
JHP Wealth Management, LLC 0.56% — 2,252 $581K
Platform Technology Partners 0.12% Add +0.7% 2,249 $580K
Principal Financial Group Inc. 0.00% No change 2,244 $579K
Golden Reserve Retirement LLC 0.11% New 2,240 $578K
Private Wealth Asset Management, LLC 0.06% Add +1.9% 2,237 $577K
KRM Wealth Management L.L.C. 0.32% — 2,237 $577K
Range Advisory, LLC 0.15% — 2,230 $575K
Allen Capital Group, LLC 0.05% Add +4.2% 2,221 $573K
Tenzing Financial LLC 0.46% — 2,219 $572K
Integrated Wealth Management 0.64% — 2,213 $571K
Prosperity Bancshares Inc 0.51% — 2,209 $570K
IFC & Insurance Marketing, Inc. 0.56% — 2,196 $567K
Carret Asset Management, LLC 0.05% Add +29.1% 2,188 $564K
Nova R Wealth, Inc. 0.21% Add +0.5% 2,182 $563K
First County Bank 0.30% Add +0.7% 2,179 $562K
Avantax Planning Partners, Inc. 0.02% No change 2,179 $562K
Northwest Wealth Management, LLC 0.09% Reduce -6.6% 2,169 $559K
Family CFO Inc 0.25% Reduce -30.1% 2,163 $558K
Thomasville National Bank 0.03% Reduce -11.5% 2,159 $557K
Balanced Rock Investment Advisors LLC 0.39% Add +0.2% 2,150 $555K
Benchmark Financial Wealth Advisors, LLC 0.16% Add +3.0% 2,150 $555K
Synergy Financial Group, LTD 0.39% Add +0.3% 2,143 $553K
IMG Wealth Management, Inc. 0.35% Reduce -7.2% 2,143 $553K
Buck Wealth Strategies, LLC 0.07% Add +15.3% 2,143 $553K
WealthCare Investment Partners, LLC 0.16% Reduce -1.3% 2,112 $552K
Evolve Private Wealth, LLC 0.03% — 2,141 $552K
NWF Advisory Services Inc. 0.06% Reduce -4.9% 2,133 $550K
Wealthedge Investment Advisors, LLC 0.20% Reduce -5.6% 2,132 $550K
National Wealth Management Group, LLC 0.19% Add +46.1% 2,132 $550K
Fulcrum Wealth Advisors, LLC 0.45% — 2,129 $549K
Obermeyer Wealth Partners 0.03% Reduce -7.8% 2,126 $548K
City Holding Co. 0.07% Add +620.4% 2,118 $546K
NBT Bank, N.A. 0.04% Add +6.1% 1,937 $546K
John W. Brooker & Co., CPAs 0.98% New 2,114 $545K
Appleton Partners Inc. 0.04% Reduce -1.2% 2,112 $545K
Atala Financial Inc 0.35% No change 2,098 $541K
JM2 Capital Inc. 0.43% — 2,096 $541K
Waystone Advisors LLC 0.46% — 2,094 $540K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -14.9% 2,093 $540K
Astra Wealth Partners LLC 0.33% Reduce -40.5% 2,089 $539K
Angeles Wealth Management, LLC 0.03% Reduce -8.2% 2,087 $538K
Generation Capital Management LLC 0.35% Reduce -61.6% 2,084 $538K
Main Street Group, LTD 0.19% Add +0.8% 2,084 $538K
Capital Advisors, Ltd. LLC 0.06% Add +0.1% 2,081 $537K
First Trust Advisors LP 0.00% Add +4.3% 2,078 $536K
Peregrine Asset Advisers, Inc. 0.15% Add +0.1% 2,071 $534K
55 North Private Wealth, LLC 0.14% — 2,056 $530K
Front Row Advisors LLC 0.18% No change 2,055 $530K
ERn Financial, LLC 0.10% No change 2,053 $530K
Newport Capital Group, LLC 0.32% Reduce -0.3% 2,051 $530K
Kestra Investment Management, LLC 0.01% Add +0.4% 2,051 $529K
UNIVEST FINANCIAL Corp 0.03% Add +35.6% 2,047 $528K
Clearstead Trust, LLC 0.08% No change 2,047 $528K
J Hagan Capital, Inc. 0.29% Reduce -73.6% 2,046 $528K
Total Clarity Wealth Management, Inc. 0.13% Add +13.8% 2,043 $527K
Stephen J. Garry & Associates, LLC 0.42% No change 2,041 $526K
Comprehensive Money Management Services LLC 0.36% Reduce -1.4% 2,039 $526K
Prospera Capital Management, LLC 0.27% No change 2,038 $526K
Calton & Associates, Inc. 0.08% Reduce -13.4% 2,037 $525K
Walter & Keenan Wealth Management LLC /in/ 0.14% Reduce -10.6% 2,034 $525K
Coppell Advisory Solutions LLC 0.05% Reduce -0.3% 2,014 $525K
United Advisor Group, LLC 0.07% Reduce -1.4% 2,031 $524K
Wiregrass Investment Management LLC 0.44% — 2,018 $521K
FSM Wealth Advisors, LLC 0.07% Add +22.6% 2,014 $519K
Granite Harbor Advisors, Inc. 0.22% No change 2,010 $518K
Team Hewins, LLC 0.17% Reduce -0.5% 2,009 $518K
Wealth Management Nebraska 0.06% Add +2.1% 2,008 $518K
Brooklyn Investment Group 0.02% Reduce -28.1% 1,981 $518K
Vestia Personal Wealth Advisors 0.26% Reduce -1.2% 1,869 $517K
Paragon Capital Management LLC 0.26% Add +0.4% 2,000 $516K
Jacobi Capital Management LLC 0.03% Add +15.9% 1,999 $516K
Elevation Wealth Partners, LLC 0.18% Reduce -7.9% 1,995 $514K
Keystone Financial Services, LLC 0.35% Add +0.3% 1,988 $513K
Coastline Complete Wealth LLC 0.32% — 1,982 $511K
Sequent Planning LLC 0.13% Add +12.1% 1,981 $511K
Tolleson Wealth Management, Inc. 0.07% Add +12.5% 1,981 $511K
Parsonex Advisory Services, Inc. 0.32% Add +1.6% 1,974 $509K
Melone Private Wealth, LLC 0.22% Add +0.7% 1,972 $509K
Pallas Capital Advisors LLC 0.02% New 1,969 $508K
HHM Wealth Advisors, LLC 0.06% Reduce -28.4% 1,965 $507K
Key Financial Inc 0.09% Add +30.6% 1,965 $507K
Tumwater Wealth Management, LLC 0.21% Add +1.8% 1,962 $506K
Harbour Investment Management LLC 0.27% No change 1,952 $504K
Earnest Partners LLC 0.00% New 1,951 $503K
Edge Financial Advisors LLC 0.21% Add +0.7% 1,947 $502K
Ullmann Wealth Partners Group, LLC 0.05% Add +0.1% 1,968 $502K
Lodestone Wealth Management LLC 0.20% Add +0.1% 1,944 $501K
Unified Investment Management 0.50% Reduce -2.0% 1,933 $499K
Covenant Asset Management, LLC 0.10% Add +8.8% 1,927 $497K
Bell Bank 0.02% Reduce -3.9% 1,924 $496K
Windsor Advisory Group, LLC 0.44% New 1,924 $496K
Roehl & Yi Investment Advisors, LLC 0.20% Add +22.3% 4,078 $496K
RCS Financial Planning, LLC 0.21% Add +10.4% 1,922 $496K
Venturi Wealth Management, LLC 0.02% Reduce -5.1% 1,906 $491K
Ameriflex Group, Inc. 0.26% Reduce -49.8% 1,905 $491K
Adamsbrown Wealth Consultants LLC 0.14% Reduce -1.6% 1,904 $491K
Vident Advisory, LLC 0.00% Reduce -3.1% 1,902 $491K
Alta Wealth Advisors LLC 0.16% Add +2.4% 1,891 $488K
Fortress Private Ledger, LLC 0.16% Add +4.4% 1,884 $486K
Rede Wealth, LLC 0.17% Add +23.9% 1,883 $486K
LCNB Corp. 0.16% No change 1,875 $484K
Nikulski Financial, Inc. 0.12% Reduce -15.0% 1,874 $483K
Physician Wealth Advisors, Inc. 0.07% Reduce -10.3% 1,869 $482K
McMillan Office, Inc. 0.06% — 1,865 $481K
Stevens Capital Partners 0.13% Add +1.0% 1,864 $481K
Sensible Money, LLC 0.15% Add +60.4% 1,859 $480K
REDW Wealth LLC 0.18% Reduce -11.2% 1,856 $479K
Vision Capital Management, Inc. 0.06% No change 1,847 $476K
Cypress Financial Planning LLC 0.13% Add +20.7% 1,832 $476K
Bar Harbor Wealth Management 0.03% Reduce -2.5% 1,837 $474K
KLCM Advisors, Inc. 0.04% New 1,836 $474K
Cambria Investment Management, L.P. 0.03% Add +88.7% 1,836 $474K
Bakala Capital LLC 2.23% Add +1.3% 1,832 $473K
Caliber Wealth Management, LLC / KS 0.05% Reduce -20.1% 1,828 $471K
Midwestern Financial, LLC 0.39% Add +0.7% 1,824 $471K
TrustWell Financial Advisors, LLC 0.45% — 1,820 $469K
Oakworth Capital, Inc. 0.03% No change 1,820 $469K
Chemistry Wealth Management LLC 0.09% Add +0.1% 1,817 $469K
Nest Investments, LLC 0.39% — 1,816 $468K
Christensen, King & Associates Investment Services, Inc. 0.20% Reduce -3.9% 1,815 $468K
Rik Saylor Financial, Inc. 0.34% Reduce -0.1% 1,811 $467K
Insight Advisors, LLC/ PA 0.07% Add +0.6% 1,809 $467K
Global Financial Private Client, LLC 0.16% No change 1,805 $466K
Opal Capital LLC 0.12% — 1,670 $465K
Nautilus Advisors LLC 0.30% No change 1,800 $464K
Brown Miller Wealth Management, LLC 0.13% No change 1,800 $464K
Beacon Investment Advisory Services, Inc. 0.02% Add +3.8% 1,799 $464K
American Financial & Tax Strategies Inc. 0.23% Reduce -2.5% 1,796 $463K
Invst, LLC 0.05% Add +22.0% 1,791 $462K
Urban Financial Advisory Corp 0.18% Add +8.6% 1,790 $462K
International Assets Investment Management, LLC 0.03% Add +2.1% 1,788 $461K
First Financial Bankshares Inc 0.01% Add +12.6% 1,788 $461K
Baker Tilly Wealth Management, LLC 0.11% Add +12.2% 1,785 $461K
Relyea Zuckerberg Hanson LLC 0.05% Add +0.1% 1,782 $460K
Silver Oak Advisory Group, Inc. 0.21% Reduce -44.5% 1,783 $459K
Archer Investment Corp 0.10% Add +9.1% 1,778 $459K
HORAN Wealth, LLC 0.07% Reduce -0.1% 1,778 $459K
Griffin Asset Management, Inc. 0.05% Reduce -2.5% 1,770 $457K
Florida Financial Advisors, LLC 0.12% Reduce -2.9% 1,770 $457K
Seven Mile Advisory 0.08% No change 1,768 $456K
HM Payson & Co. 0.01% Reduce -2.4% 1,765 $455K
Hutchens & Kramer Investment Management Group, LLC 0.16% Reduce -11.9% 1,762 $455K
Valley National Advisers Inc. 0.06% Add +13.9% 1,761 $454K
Horst & Graben Wealth Management LLC 0.07% Add +0.1% 1,755 $453K
River's Edge Wealth Management, LLC 0.44% — 1,638 $453K
Dahring | Cusmano LLC 0.31% Add +0.4% 1,754 $453K
Summitry LLC 0.02% New 1,754 $452K
Armstrong Henry H Associates Inc. 0.04% No change 1,745 $450K
Alteri Wealth LLC 0.15% Reduce -5.2% 1,738 $448K
Middleton & Co. Inc. 0.05% No change 1,730 $446K
Strategic Financial Services, Inc. 0.02% Reduce -8.8% 1,607 $446K
Journey Strategic Wealth LLC 0.01% Reduce -3.9% 1,723 $445K
DGS Capital Management, LLC 0.08% Reduce -1.0% 1,720 $444K
Meridian Financial Partners LLC 0.18% No change 1,600 $443K
Finward Bancorp 0.34% Add +6.2% 1,717 $443K
PFW Advisors LLC 0.13% No change 1,714 $442K
Drake & Associates, LLC 0.09% Add +31.2% 1,714 $442K
Lifeworks Advisors, LLC 0.06% Add +5.4% 1,709 $441K
KPP Advisory Services LLC 0.06% Add +2.8% 1,706 $440K
Capital Investment Counsel, LLC 0.06% New 1,705 $440K
LMG Wealth Partners, LLC 0.08% Add +29.1% 1,698 $438K
Westbourne Investments, Inc. 0.20% No change 1,690 $436K
Sterling Investment Counsel, LLC 0.12% New 1,812 $435K
Summit Wealth Group LLC / Co. 0.06% New 1,678 $433K
Miller Financial Services LLC 0.51% Reduce -6.9% 1,675 $432K
Golden Bell Financial Planning LLC 0.36% Reduce -3.6% 1,672 $431K
Mascoma Wealth Management LLC 0.09% Reduce -2.0% 1,671 $431K
49 Wealth Management, LLC 0.04% New 1,670 $431K
LifeGuide Financial Advisors, LLC 0.14% Reduce -5.3% 1,646 $430K
Austin Wealth Management, LLC 0.06% Reduce -13.4% 1,598 $430K
Weitzel Financial Services, Inc. 0.17% Reduce -2.1% 1,641 $429K
Templeton & Phillips Capital Management, LLC 0.28% Add +65.9% 1,652 $426K
First National Bank of Mount Dora, Trust Investment Services 0.09% No change 1,648 $425K
New Insight Wealth Advisors 0.15% Reduce -3.2% 1,644 $424K
Covestor Ltd 0.22% Add +2.4% 1,644 $424K
Patrick M Sweeney & Associates, Inc. 0.27% Reduce -0.2% 1,643 $424K
Veratis Advisors, Inc. 0.34% — 1,537 $424K
Etesian Wealth Advisors, Inc. 0.13% Reduce -12.3% 1,637 $422K
Tempo Wealth, LLC 0.08% — 1,636 $422K
Tocqueville Asset Management L.P. 0.01% Add +1.0% 1,634 $421K
Intergy Private Wealth, LLC 0.13% Reduce -0.2% 1,632 $421K
Pacific Sage Partners, LLC 0.07% No change 1,629 $420K
Polaris Investment Advisors, LLC 0.30% — 1,629 $420K
Allodium Investment Consultants, LLC 0.21% Reduce -4.0% 1,624 $419K
Journey Advisory Group, LLC 0.04% Reduce -23.3% 1,619 $418K
TOWER TRUST & INVESTMENT Co 0.26% Add +10.5% 1,619 $418K
Pillar Financial Advisors, LLC 0.25% Reduce -0.6% 1,619 $418K
Madison Park Capital Advisors, LLC 0.34% Add +0.8% 1,615 $417K
Town Capital LLC 0.34% — 1,610 $415K
Altiora Financial Group, LLC 0.07% No change 1,603 $414K
Blake Schutter Theil Wealth Advisors, LLC 0.34% Add +17.3% 1,602 $413K
Coastwise Capital Group, LLC 0.21% No change 1,602 $413K
Kwmg, LLC 0.04% Add +21.9% 1,599 $412K
Sound View Wealth Advisors Group, LLC 0.03% Reduce -10.1% 1,599 $412K
Independent Wealth Advisors LLC 0.43% — 1,597 $412K
TPG Advisors LLC 0.26% Add +11.0% 1,597 $412K
Busey Bank 0.01% Add +0.3% 1,597 $412K
Aerodigm Wealth, LLC 0.16% Reduce -8.4% 1,592 $411K
Investment Planning Advisors, Inc. 0.12% Add +11.9% 1,590 $410K
River Street Advisors LLC 0.15% No change 1,580 $408K
Interchange Capital Partners, LLC 0.08% Reduce -3.6% 1,579 $407K
HBK Sorce Advisory LLC 0.01% Reduce -11.9% 1,467 $407K
Donor Advised Charitable Giving, Inc. 0.01% No change 1,571 $405K
Jim Saulnier & Associates, LLC 0.21% Add +0.7% 1,571 $405K
TruNorth Capital Management, LLC 0.08% No change 1,569 $405K
Litman Gregory Wealth Management LLC 0.03% No change 1,563 $403K
Bouchey Financial Group, Ltd. 0.03% Reduce -0.9% 1,562 $403K
Goepper Burkhardt LLC 0.13% Reduce -5.0% 1,556 $401K
Coquina Private Wealth LLC 0.32% — 1,556 $401K
Olde Wealth Management, LLC 0.12% Reduce -0.7% 1,556 $401K
Evergreen Wealth Partners LLC 0.34% — 1,553 $401K
Fortitude Advisory Group L.L.C. 0.17% Reduce -12.1% 1,551 $400K
EagleClaw Capital Managment, LLC 0.06% No change 1,550 $400K
Shepherd Financial Partners LLC 0.04% No change 1,548 $399K
Three Bearings Fiduciary Advisors, Inc. 0.37% — 1,474 $398K
TMB Capital Partners, LLC 0.14% — 1,541 $398K
Proffitt & Goodson Inc. 0.06% Reduce -8.5% 1,534 $396K
Cora Capital Advisors LLC 0.15% No change 1,534 $396K
Crescent Grove Advisors, LLC 0.04% No change 1,532 $395K
B & T Capital Management DBA Alpha Capital Management 0.06% Reduce -19.8% 1,532 $395K
Hardin Capital Partners, LLC 0.19% Add +0.2% 1,530 $395K
Eagle Bay Advisors LLC 0.29% No change 1,520 $392K
Keener Financial Planning LLC 0.17% Add +0.5% 1,523 $392K
Foundry Financial LLC 0.21% — 1,519 $392K
Values Added Financial LLC 0.17% Add +3.4% 1,516 $391K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,424 $390K
Darden Wealth Group Inc 0.19% No change 1,510 $390K
Bravera Wealth 0.20% — 1,510 $390K
DF Dent & Co. Inc. 0.01% No change 1,510 $390K
SJS Investment Consulting Inc. 0.05% Add +2.7% 1,508 $389K
Millstone Evans Group, LLC 0.23% Add +1187.2% 1,506 $388K
TruWealth Advisors, LLC 0.02% Add +0.4% 1,504 $388K
Means Investment Co., Inc. 0.03% Add +0.3% 1,500 $387K
Clarity Retirement & Wealth, LLC 0.34% — 1,499 $387K
Mairs & Power Inc. 0.00% Add +15.6% 1,496 $386K
August Group Capital Ltd 0.43% — 1,495 $386K
Montis Financial, LLC 0.08% Reduce -39.0% 1,491 $385K
Sharp Wealth Advisory, LLC 0.19% Add +58.4% 1,486 $383K
Resolute Wealth Strategies, LLC 0.17% No change 1,475 $380K
WealthTrust Axiom LLC 0.10% No change 1,475 $380K
Greenspring Advisors, LLC 0.02% Add +64.8% 1,475 $380K
Nvest Financial, LLC 0.16% Reduce -45.5% 1,474 $380K
Value Investment Professionals, LLC 0.40% — 1,473 $380K
Somerset Group LLC 0.29% No change 1,420 $380K
Beacon Capital Management, LLC 0.06% Add +16.8% 1,471 $380K
LJI Wealth Management, LLC 0.06% No change 1,469 $379K
IAG Wealth Partners, LLC 0.04% Reduce -0.8% 1,469 $379K
Cedar Point Capital Partners, LLC 0.24% Reduce -7.7% 1,469 $379K
Authentikos Wealth Advisory, LLC 0.25% Reduce -1.2% 1,468 $379K
Great Diamond Partners, LLC 0.07% No change 1,467 $378K
Cutler Investment Counsel LLC 0.04% No change 1,465 $378K
Breachway Investments LLC 0.40% — 1,464 $378K
Armstrong Advisory Group, Inc. 0.03% Reduce -4.5% 1,458 $376K
William Mack & Associates, Inc. 0.17% Add +13.7% 1,440 $371K
Stonebridge Financial Group, LLC 0.03% Add +2.6% 1,438 $371K
Per Stirling Capital Management, LLC. 0.04% Reduce -12.7% 1,438 $371K
Old National Bancorp 0.01% Reduce -31.7% 1,435 $370K
Washburn Capital Management, Inc. 0.20% Add +5.1% 1,434 $370K
Integrity Investment Advisors, LLC 0.20% New 1,433 $370K
ZWJ Investment Counsel Inc. 0.01% Add +5.9% 1,426 $368K
Kaizen Financial Strategies 0.16% Add +1.9% 1,425 $367K
Victory Financial Group, LLC 0.05% Reduce -3.5% 1,423 $367K
Unique Wealth Strategies, LLC 0.14% Reduce -4.9% 1,422 $367K
Adapt Wealth Advisors, LLC 0.13% Reduce -29.6% 1,417 $366K
Prospect Financial Services LLC 0.21% Reduce -4.1% 1,415 $365K
Forza Wealth Management, LLC 0.13% No change 1,410 $364K
Blue Zone Wealth Advisors, LLC 0.07% Add +45.0% 1,406 $363K
Dynasty Wealth Management, LLC 0.00% Reduce -1.8% 1,405 $363K
Aspen Capital Management, LLC 0.09% No change 1,403 $362K
Aspect Partners, LLC 0.16% No change 1,402 $362K
Van Hulzen Asset Management, LLC 0.03% Add +39.6% 1,402 $362K
John A. Wolfe & Associates, Inc. 0.19% — 1,396 $360K
Alliance Wealth Advisors, LLC 0.17% No change 1,396 $360K
Courage Miller Partners, LLC 0.11% No change 1,395 $360K
Clarkston Capital Partners, LLC 0.01% New 1,392 $359K
Sentinel Pension Advisors, LLC 0.05% Add +5.2% 1,385 $357K
Andina Capital Management, LLC 0.22% Add +21.9% 1,380 $356K
Disciplined Investors, L.L.C. 0.23% Add +0.2% 1,377 $355K
Sloy Dahl & Holst, LLC 0.04% Add +45.0% 1,376 $355K
TrueWealth Advisors, LLC 0.09% Reduce -4.5% 1,375 $355K
Clifford Group, LLC 0.27% No change 1,374 $354K
Vantage Point Financial LLC 0.13% Add +0.4% 1,373 $354K
Live Oak Private Wealth LLC 0.05% Reduce -1.1% 1,373 $354K
Tempus Wealth Planning, LLC 0.08% Add +0.3% 1,371 $354K
Firestone Capital Management 0.07% Add +0.7% 1,368 $353K
Koss-Olinger Consulting, LLC 0.03% Add +0.1% 1,366 $352K
Trademark Financial Management, LLC 0.19% Add +0.4% 1,363 $352K
HBW Advisory Services LLC 0.04% Add +0.7% 1,363 $352K
Integrity Advisory Solutions, LLC 0.05% Add +9.9% 1,360 $351K
Sheets Smith Wealth Management 0.04% Add +0.7% 1,361 $351K
Nicholas Wealth, LLC. 0.24% New 1,356 $350K
Essential Planning, LLC. 0.11% Reduce -10.0% 1,356 $350K
ZynergyRetirementPlanningLLC 0.22% No change 1,354 $349K
LVW Advisors, LLC 0.04% Reduce -0.1% 1,351 $348K
Clark Estates Inc. 0.08% No change 1,350 $348K
Missouri Trust & Investment Co 0.10% No change 1,344 $347K
Howe & Rusling Inc. 0.02% Add +61.5% 1,340 $346K
WPG Advisers, LLC 0.26% Reduce -11.0% 1,340 $346K
Signet Financial Management, LLC 0.04% No change 1,340 $346K
Ground Swell Capital, LLC 0.71% New 1,339 $345K
Perryman Financial Advisory Inc. 0.05% — 1,339 $345K
Harbor Asset Planning, Inc. 0.30% Reduce -6.6% 1,337 $345K
Lawood & Co. 0.33% — 1,331 $343K
XY Planning Network, Inc. 0.06% New 1,330 $343K
Convergence Financial, LLC 0.05% Reduce -19.7% 1,324 $342K
SilverOak Wealth Management LLC 0.05% No change 1,323 $341K
Selective Wealth Management, Inc. 0.11% Add +20.4% 1,237 $341K
Flower City Capital 0.17% No change 1,318 $340K
LaSalle St. Investment Advisors, LLC 0.05% Add +0.3% 1,321 $340K
Allen Investment Management, LLC 0.00% New 1,315 $339K
Tyche Wealth Partners LLC 0.05% Reduce -16.0% 1,314 $339K
Hancock Whitney Corp. 0.01% No change 1,314 $339K
Parr McKnight Wealth Management Group, LLC 0.04% Reduce -1.2% 1,311 $338K
Clarius Group, LLC 0.02% Reduce -11.7% 1,309 $338K
Resonant Capital Advisors, LLC 0.02% No change 1,302 $336K
Davidson Trust Co. 0.14% New 1,301 $336K
Premier Path Wealth Partners, LLC 0.04% New 1,296 $334K
Foster Dykema Cabot & Partners, LLC 0.02% Reduce -18.3% 1,295 $334K
Grey Ledge Advisors, LLC 0.08% Add +0.1% 1,294 $334K
O'Brien Wealth Partners LLC 0.04% New 1,291 $333K
Hazlett, Burt & Watson, Inc. 0.11% Add +8.7% 1,291 $332K
L. Roy Papp & Associates, LLP 0.04% Add +2.1% 1,287 $332K
Aspiring Ventures, LLC 0.12% Add +11.0% 1,285 $331K
Traction Financial Partners, LLC 0.20% No change 1,276 $329K
Smith Thornton Advisors LLC 0.17% No change 1,276 $329K
New Republic Capital, LLC 0.09% Add +365.3% 1,275 $329K
London Co. of Virginia 0.00% Add +345.8% 1,275 $329K
ProVise Management Group, LLC 0.02% Reduce -5.4% 1,275 $329K
Cloud Capital Management, LLC 0.15% Add +1.0% 1,273 $328K
Tudor Investment Corporation 0.00% Reduce -64.6% 1,270 $328K
KWB Wealth 0.03% No change 1,267 $327K
Opal Wealth Advisors, LLC 0.09% Add +3.4% 1,266 $327K
Santori & Peters, Inc. 0.11% Reduce -2.1% 1,259 $325K
Granite Bay Wealth Management, LLC 0.08% New 1,254 $324K
Windward Private Wealth Management Inc. 0.11% Reduce -4.3% 1,254 $323K
Stone Loft Wealth Management LLC 0.30% — 1,252 $323K
Elmwood Wealth Management, Inc. 0.10% Add +19.0% 1,251 $323K
Foundation Wealth Management, LLC\PA 0.12% No change 1,245 $321K
Oakmont Investment Advisors, Inc. 0.24% — 1,245 $321K
DecisionMap Wealth Management, LLC 0.20% Reduce -1.8% 1,245 $321K
Transamerica Financial Advisors, LLC 0.03% Add +48.3% 1,243 $321K
Impact Capital Partners LLC 0.09% Reduce -0.8% 1,241 $320K
Oak Harvest Investment Services 0.03% Reduce -0.6% 1,240 $320K
Register Financial Advisors LLC 0.12% Add +28.5% 1,240 $320K
DV Trading LLC 0.03% — 1,240 $320K
Olistico Wealth, LLC 0.16% Reduce -7.0% 1,239 $320K
Forum Private Client Group LLC 0.11% Reduce -7.0% 1,235 $318K
Painted Porch Advisors LLC 0.13% Reduce -47.6% 1,228 $317K
Wulff, Hansen & Co. 0.27% Reduce -0.8% 1,225 $316K
Shade Tree Advisors LLC 0.24% Add +9.7% 1,223 $315K
Redwood Financial Network Corp 0.20% Reduce -3.8% 1,223 $315K
GatePass Capital, LLC 0.17% Add +3.2% 1,221 $315K
Penn Capital Management Company, LLC 0.03% New 1,221 $315K
Walleye Partners, LLC 0.35% — 1,220 $315K
Gilbert & Cook, Inc. 0.04% Reduce -0.6% 1,218 $314K
Summit Global Investments 0.02% Reduce -1.0% 1,212 $313K
Shared Vision Wealth Group LLC 0.13% No change 1,141 $313K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.10% No change 1,212 $313K
MBA Advisors LLC 0.13% Add +0.3% 1,207 $311K
Osborne Partners Capital Management, LLC 0.02% No change 1,203 $310K
Elevation Wealth Management LLC 0.30% — 1,202 $310K
Integris Wealth Management, LLC 0.07% New 1,198 $309K
Portland Financial Advisors Inc 0.66% Reduce -2.0% 1,195 $308K
Destination Wealth Management 0.01% Reduce -31.0% 1,194 $308K
Cypress Capital Group 0.03% New 1,193 $308K
Reflection Asset Management 0.22% — 1,163 $307K
Prosperitas Financial LLC 0.12% Reduce -13.4% 1,190 $307K
Gratus Wealth Advisors, LLC 0.04% Reduce -4.1% 1,189 $307K
Clear Harbor Asset Management, LLC 0.02% No change 1,185 $306K
Forum Financial Management, LP 0.00% Reduce -2.1% 1,184 $305K
Insigneo Advisory Services, LLC 0.02% Reduce -33.1% 1,183 $305K
MainStreet Investment Advisors LLC 0.04% Reduce -1.3% 1,180 $304K
Advance Capital Management, Inc. 0.01% Reduce -23.4% 1,172 $302K
Gateway Wealth Partners, LLC 0.03% New 1,171 $302K
Shakespeare Wealth Management, LLC 0.07% No change 1,169 $301K
Foster Victor Wealth Advisors, LLC 0.02% Add +0.1% 1,094 $301K
First Pacific Financial 0.04% No change 1,168 $301K
Alpha Financial Advisors, LLC 0.09% Add +0.1% 1,168 $301K
Resources Management Corp. /CT/ 0.04% Reduce -5.1% 1,165 $301K
EnRich Financial Partners LLC 0.08% Add +0.3% 1,163 $300K
GDS Wealth Management 0.02% Reduce -6.7% 1,163 $300K
Davis Investment Partners, LLC 0.10% Add +0.3% 1,145 $299K
Sit Investment Associates Inc. 0.01% No change 1,154 $298K
Carter Financial Group, INC. 0.18% Add +0.6% 1,153 $298K
Bannerstone Capital Management, LLC 0.28% — 1,151 $297K
Atlas Brown,Inc. 0.09% No change 1,150 $297K
Matrix Asset Advisors Inc. 0.03% Add +0.1% 1,148 $296K
Hidden Cove Wealth Management, LLC 0.19% No change 1,148 $296K
Soundwatch Capital LLC 0.05% New 1,148 $296K
IMA Advisory Services, Inc. 0.03% Add +0.9% 1,148 $296K
Bogart Wealth, LLC 0.01% Reduce -11.0% 1,143 $295K
Atlatl Advisers LLC 0.11% No change 1,140 $294K
Halbert Hargrove Global Advisors, LLC 0.01% No change 1,133 $292K
Indiana Trust & Investment Management Co 0.09% Reduce -3.4% 1,130 $291K
Noesis Capital Mangement Corp. 0.04% Add +7.8% 1,126 $290K
Northcape Wealth Management, LLC 0.08% Add +0.3% 1,126 $290K
Bensler, LLC 0.03% Reduce -0.5% 1,119 $289K
Silver Coast Investments LLC 0.10% Reduce -4.8% 1,118 $288K
Silvia McColl Wealth Management, LLC 0.19% No change 1,110 $286K
Buttonwood Financial Advisors Inc. 0.10% Reduce -1.3% 1,109 $286K
SlateStone Wealth, LLC 0.02% No change 1,107 $286K
Osprey Private Wealth LLC 0.08% Add +29.1% 1,108 $286K
Accretive Wealth Partners, LLC 0.08% New 1,107 $286K
Serenus Wealth Advisors, LLC 0.05% No change 1,100 $284K
Avalon Trust Co 0.02% No change 1,100 $284K
Farmers Trust Co. 0.05% No change 1,092 $282K
Money Concepts Capital Corp. 0.02% Add +10.1% 1,092 $282K
Oarsman Capital, Inc. 0.04% Add +4.4% 1,090 $281K
Gateway Investment Advisers LLC 0.00% New 1,088 $281K
Cornerstone Advisory, LLC 0.03% No change 1,087 $280K
Texas Capital Bank Wealth Management Services Inc 0.02% Add +4.0% 1,085 $280K
Strategic Financial Concepts, LLC 0.25% Reduce -72.5% 1,080 $279K
Stokes Family Office, LLC 0.03% Add +1.4% 1,072 $277K
Boston Family Office LLC 0.02% Reduce -2.6% 1,070 $276K
Elevate Wealth Advisory, Inc. 0.19% Add +0.1% 1,070 $276K
Marco Investment Management LLC 0.02% No change 1,067 $275K
Advantage Trust Co 0.12% Reduce -25.8% 1,065 $275K
Carmel Capital Partners, LLC 0.10% Reduce -1.3% 1,065 $275K
BKM Wealth Management, LLC 0.10% No change 1,063 $274K
Detalus Advisors, LLC 0.07% Add +0.2% 1,063 $274K
Womack Financial LLC 0.20% No change 1,057 $273K
Holderness Investments Co. 0.06% Add +5.0% 1,053 $272K
Foster Group, Inc. 0.01% Add +15.8% 1,053 $272K
Southern Capital Advisors, LLC 0.13% Add +0.9% 1,051 $271K
Sentry LLC 0.07% No change 1,048 $270K
Blue Edge Capital, LLC 0.04% Add +23.5% 1,047 $270K
Wills Financial Group LLC 0.10% No change 1,046 $270K
McDonald Partners LLC 0.08% Reduce -15.8% 1,044 $269K
GHP Investment Advisors, Inc. 0.01% Reduce -6.4% 1,041 $269K
Tobias Financial Advisors, Inc. 0.04% No change 1,039 $268K
Moody National Bank Trust Division 0.03% No change 1,036 $267K
Sims Investment Management, LLC 0.09% Reduce -4.9% 1,033 $266K
Fourth Dimension Wealth, LLC 0.10% Reduce -4.7% 1,030 $266K
Valley Financial Group, Inc. 0.15% Reduce -30.8% 1,029 $265K
Old Peak Finance LLC 0.16% — 1,027 $265K
Private Management Group Inc. 0.01% Add +5.2% 1,024 $264K
GWN Securities Inc. 0.05% Add +4.0% 1,021 $263K
FLC Capital Advisors 0.05% Add +15.4% 1,021 $263K
Cornell Pochily Investment Advisors, Inc. 0.08% Add +15.8% 1,019 $263K
VERITY Wealth Advisors 0.16% No change 1,015 $262K
Optivise Advisory Services LLC 0.15% Add +0.6% 1,008 $260K
Legacy Trust 0.05% No change 1,001 $258K
Nomura Asset Management Co. Ltd. 0.00% New 1,000 $258K
First Growth Capital LLC 0.23% — 926 $258K
CAP Partners, LLC 0.14% Reduce -1.2% 992 $256K
Kane Co Wealth Management, Inc. 0.23% — 989 $255K
Aull & Monroe Investment Management Corp 0.13% No change 989 $255K
Jaffetilchin Investment Partners, LLC 0.01% Add +5.7% 989 $255K
Csenge Advisory Group 0.01% Reduce -41.1% 987 $255K
Impact Partnership Wealth, LLC 0.03% Add +1.4% 987 $255K
Maseco LLP 0.01% New 987 $255K
Steinberganna Wealth Management 0.12% Add +7.8% 985 $254K
Aviance Capital Partners, LLC 0.03% No change 984 $254K
Turtle Creek Wealth Advisors, LLC 0.02% New 984 $254K
Walker Financial Services, Inc. 0.09% Reduce -1.5% 983 $254K
NorthLanding Financial Partners, LLC 0.20% Reduce -9.9% 977 $252K
Steel Grove Capital Advisors, LLC 0.03% Reduce -53.6% 977 $252K
Austin Private Wealth, LLC 0.02% Add +3.2% 974 $251K
Lexington Hill Partners, LLC 0.19% — 972 $251K
Blalock Williams, LLC 0.20% No change 972 $251K
First Commonwealth Financial Corp 0.04% New 971 $250K
Crumly & Associates Inc. 0.05% No change 970 $250K
MCF Advisors LLC 0.01% Add +9.0% 968 $250K
Partnership Wealth Management, LLC 0.18% Add +0.3% 962 $248K
Glen Eagle Advisors, LLC 0.03% Reduce -4.9% 962 $248K
Alliance Private Wealth, LLC 0.09% — 910 $248K
Adkins Seale Capital Management LLC 0.24% — 960 $248K
Everstar Asset Management, LLC 0.13% No change 960 $248K
WLTH Capital Management, LLC 0.19% — 893 $247K
Global Trust Wealth Management LLC 0.18% — 949 $245K
Pasadena Private Wealth, LLC 0.03% Reduce -20.6% 946 $244K
M1 Capital Management LLC 0.10% No change 945 $244K
Novus Advisors, LLC 0.54% Reduce -0.1% 941 $243K
Dravo Bay LLC 0.10% Reduce -1.3% 940 $242K
YHB Investment Advisors, Inc. 0.02% No change 937 $242K
AF Advisors, Inc. 0.09% No change 936 $242K
Partners Wealth Management, LLC 0.25% Reduce -7.9% 936 $241K
RoundAngle Advisors LLC 0.18% Reduce -2.1% 934 $241K
Optima Capital LLC 0.10% Reduce -10.4% 934 $241K
AAF Wealth Management, LLC 0.10% New 934 $241K
Sterling Investment Advisors, Ltd. 0.04% New 933 $241K
Northland Securities, Inc. 0.23% — 933 $241K
Beck Mack & Oliver LLC 0.00% No change 930 $240K
Matisse Capital 0.11% No change 928 $239K
Prospect Financial Group LLC 0.22% No change 927 $239K
JTC Employer Solutions Trustee Ltd 0.02% No change 925 $239K
Stonebrook Private Inc. 0.05% No change 926 $239K
Carson Advisory Inc. 0.12% No change 926 $239K
Entrewealth, LLC 0.11% Reduce -24.0% 861 $239K
United Community Bank 0.09% Add +560.0% 924 $238K
Anson Capital, Inc. 0.17% No change 923 $238K
Security National Bank of Sioux City Iowa 0.15% Reduce -1.4% 923 $238K
Cherrydale Wealth Management, LLC 0.07% Reduce -82.0% 921 $238K
American State Bank (Iowa) 0.11% New 921 $238K
Approach Retirement Advisors, LLC 0.20% — 920 $237K
Collaborative Wealth Managment Inc. 0.08% New 919 $237K
Raffa Wealth Management, LLC 0.04% Add +0.7% 919 $237K
McCartney Wealth Management LLC 0.20% — 917 $236K
North Ridge Wealth Advisors, Inc. 0.13% No change 915 $236K
Aurora Private Wealth, Inc. 0.16% — 916 $236K
Correct Capital Wealth Management 0.04% No change 913 $236K
Yukon Wealth Management, Inc. 0.14% No change 862 $235K
Fulton Breakefield Broenniman LLC 0.01% New 908 $234K
Retirement Capital Strategies 0.09% No change 907 $234K
Caldwell Sutter Capital, Inc. 0.10% Add +0.3% 905 $233K
Park Capital Management, LLC / WI 0.17% Reduce -0.3% 899 $232K
Alhambra Investment Management LLC 0.11% Reduce -0.6% 899 $232K
Evergreen Advisors, LLC 0.06% — 895 $231K
LifeGoal Investments, LLC 0.15% No change 893 $230K
Cottage Street Advisors LLC 0.10% Add +0.7% 893 $230K
Beacon Wealthcare LLC 0.08% Reduce -1.4% 887 $229K
Trek Financial, LLC 0.01% New 883 $228K
Retirement Income Solutions, Inc. 0.04% No change 880 $227K
Community Bank, N.A. 0.03% Add +7.6% 875 $226K
Daybright Advisory Services, Inc. 0.06% — 874 $225K
Nottingham Advisors, Inc. 0.03% No change 873 $225K
Camelot Technology Advisors, Inc. 0.17% No change 869 $224K
SYM FINANCIAL Corp 0.02% No change 869 $224K
Tiller Private Wealth, Inc. 0.08% No change 867 $224K
Revere Asset Management, Inc 0.08% New 867 $224K
Regimen Wealth, LLC 0.07% Add +0.7% 862 $222K
Serenity Investment Advisors 0.13% — 824 $222K
Welch Group, LLC 0.01% Add +0.1% 860 $222K
Stephenson & Company, Inc. 0.12% No change 859 $222K
CGC Financial Services, LLC 0.06% No change 857 $221K
Novare Capital Management LLC 0.02% No change 856 $221K
Boston Trust Walden Corp 0.00% Reduce -25.2% 856 $221K
Retirement Solution LLC 0.05% Add +1.1% 855 $221K
RS Crum Inc. 0.04% No change 855 $221K
Richard W. Paul & Associates, LLC 0.07% Add +0.6% 854 $220K
Michels Family Financial, LLC 0.16% Add +0.7% 852 $220K
Reyes Financial Architecture, Inc. 0.13% Add +1.4% 851 $220K
RVW Wealth, LLC 0.02% Reduce -12.3% 851 $219K
Melfa Wealth Management, Inc. 0.13% No change 850 $219K
Tilia Fiduciary Partners, Inc. 0.12% Add +1.8% 849 $219K
Commons Capital, LLC 0.15% Reduce -10.5% 847 $218K
Monetary Solutions, Ltd 0.21% — 845 $218K
Powers Advisory Group, LLC 0.08% Add +3.7% 841 $217K
Pinion Investment Advisors, LLC 0.05% Add +2.2% 841 $217K
Strid Group, LLC 0.03% New 840 $217K
PCG Asset Management, LLC 0.17% No change 835 $216K
Vestor Capital, LLC 0.02% Reduce -59.7% 338 $216K
DDD Partners, LLC 0.01% No change 830 $214K
Breakwater Capital Group 0.03% New 830 $214K
Argent Advisors, Inc. 0.06% No change 828 $214K
Fairvoy Private Wealth, LLC 0.05% No change 825 $213K
Well Done, LLC 0.03% No change 824 $213K
Legacy Financial Group, Inc. 0.06% Add +0.3% 818 $211K
Fortune Financial Group, Inc. 0.21% — 797 $210K
Heritage Wealth Management, Inc./Texas 0.09% No change 814 $210K
DHJJ Financial Advisors, Ltd. 0.07% Add +0.3% 812 $209K
MinichMacGregor Wealth Management, LLC 0.04% No change 811 $209K
Northeast Planning Associates, Inc. / NH / 0.15% No change 810 $209K
Paller Financial Services Inc 0.17% — 804 $207K
Central Bank & Trust Co. 0.03% No change 803 $207K
Empirical Asset Management, LLC 0.06% No change 2,930 $207K
Waterfront Wealth Inc. 0.04% New 752 $207K
Willow Financial LLC 0.21% — 802 $207K
Berkshire Money Management, Inc. 0.02% New 801 $207K
Capital Investment Services of America, Inc. 0.02% No change 800 $206K
Trace Wealth Advisors, LLC 0.15% No change 800 $206K
Evelyn Partners Investment Management (Europe) Ltd 0.07% No change 800 $206K
Arthur M. Cohen & Associates, LLC 0.03% No change 800 $206K
Morton Capital Management LLC 0.03% Add +0.3% 799 $206K
Twin City Private Wealth, LLC 0.16% Reduce -8.5% 799 $206K
Hantz Financial Services, Inc. 0.00% Add +49.1% 799 $206K
Legacy Financial Strategies, LLC 0.04% Reduce -5.2% 798 $206K
Princeton Global Asset Management LLC 0.03% Reduce -10.8% 797 $206K
Pekin Hardy Strauss, Inc. 0.02% Reduce -21.6% 797 $206K
Trustco Bank Corp. N Y 0.19% No change 796 $205K
Matauro, LLC 0.03% New 796 $205K
Broyhill Asset Management, LLC 0.18% No change 793 $205K
TKG Advisors, LLC 0.08% Reduce -1.6% 792 $204K
Shira Ridge Wealth Management 0.08% Reduce -23.7% 791 $204K
Crux Wealth Advisors 0.08% Reduce -1.7% 789 $204K
Bennett Selby Investments LP 0.07% New 789 $204K
Pitti Group Wealth Management, LLC 0.17% No change 787 $203K
Monograph Wealth Advisors, LLC 0.02% No change 786 $203K
Cassady Wealth & Retirement Planning, LLC 0.13% — 785 $202K
MOR Wealth Management, LLC 0.09% — 784 $202K
First Western Trust Bank 0.01% New 784 $202K
Telos Capital Management, Inc. 0.02% New 783 $202K
Versant Capital Management, Inc 0.03% Add +33.2% 783 $202K
Enclave Advisors LLC 0.03% New 782 $202K
Omega Financial Group, LLC 0.07% Reduce -33.6% 781 $201K
Institute for Wealth Management, LLC. 0.02% Reduce -41.5% 780 $201K
Amicus Financial Advisors, LLC 0.06% — 779 $201K
KW Wealth Management LLC 0.30% New 777 $200K
Richard P Slaughter Associates Inc 0.04% New 777 $200K
Basecamp Wealth Advisors LLC 0.04% — 773 $199K
Heartland Advisors Inc. 0.01% No change 771 $199K
Pflug Koory, LLC 0.09% Add +5.8% 760 $196K
Teachers Insurance & Annuity Association of America 0.23% Add +15.3% 759 $196K
Breakwater Investment Management 0.07% No change 758 $196K
Seal Cove Capital, LLC 0.18% — 750 $193K
Silicon Valley Capital Partners 0.02% Add +0.7% 747 $193K
Sachetta, LLC 0.10% Reduce -82.7% 738 $190K
Legacy Wealth Managment, LLC 0.08% Add +4175.0% 684 $176K
WealthCollab, LLC 0.07% Add +22.3% 668 $172K
KERR FINANCIAL PLANNING Corp 0.23% Add +188.3% 689 $172K
Perkins Coie Trust Co 0.03% No change 665 $172K
Schroder Investment Management Group 0.00% No change 649 $167K
one8zero8, LLC 0.04% No change 647 $167K
Vermillion Wealth Management, Inc. 0.07% Add +0.5% 646 $167K
Garton & Associates Financial Advisors LLC 0.10% — 646 $167K
Raleigh Capital Management Inc. 0.06% Reduce -12.4% 642 $166K
CVA Family Office, LLC 0.02% Add +0.2% 635 $164K
Eastern Bank 0.00% Add +0.3% 633 $163K
Ares Financial Consulting, LLC 0.15% — 630 $163K
Strategic Wealth Partners, Ltd. 0.01% Reduce -7.4% 616 $159K
Tsfg, LLC 0.02% No change 606 $156K
Coston, McIsaac & Partners 0.04% No change 591 $152K
Ascentis Wealth Management, LLC 0.04% Reduce -3.3% 578 $149K
Nemes Rush Group LLC 0.01% Reduce -6.7% 570 $147K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 560 $145K
Gladwyn Financial Advisors, Inc. 0.10% Reduce -3.8% 554 $143K
Ulland Investment Advisors, LLC 0.11% No change 555 $143K
Pacific Center for Financial Services 0.04% No change 558 $142K
ORG Partners LLC 0.03% Add +198.4% 549 $142K
1 North Wealth Services LLC 0.05% Add +44.6% 541 $140K
Orion Capital Management LLC 0.05% Add +0.8% 519 $134K
Townsend Asset Management Corp. /NC/ 0.05% Add +0.2% 501 $129K
Woodside Wealth Management LLC 0.10% No change 497 $128K
Morling Financial Advisors, LLC 0.04% No change 485 $125K
Go Invest LLC 0.04% — 482 $124K
MidFirst Bank 0.01% — 468 $121K
Paladin Advisory Group, LLC 0.09% Reduce -19.3% 465 $120K
Smallwood Wealth Investment Management, LLC 0.06% No change 465 $120K
Seneschal Advisors, LLC 0.09% No change 456 $118K
Mendota Financial Group, LLC 0.09% Reduce -18.5% 454 $117K
NFSG Corp 0.02% Add +0.2% 454 $117K
Carolina Wealth Advisors, LLC 0.05% New 444 $115K
Evolution Wealth Management Inc. 0.09% Add +78.2% 442 $114K
Conquis Financial LLC 0.10% No change 434 $112K
Gables Capital Management Inc. 0.05% No change 424 $109K
Founders Capital Management 0.05% Add +1.0% 409 $106K
Obsidian Cio, LLC 0.16% Reduce -98.2% 408 $105K
Steigerwald, Gordon & Koch Inc. 0.01% No change 407 $105K
Sankala Group LLC 0.08% — 377 $104K
Key Capital Management, INC 0.10% — 403 $104K
Woodard & Co. Asset Management Group Inc. 0.02% No change 400 $103K
Mogy Joel R Investment Counsel Inc. 0.01% No change 400 $103K
SWAN Capital LLC 0.04% No change 394 $102K
Rakuten Securities, Inc. 0.03% Add +9650.0% 390 $101K
Mb, Levis & Associates, LLC 0.04% Add +0.8% 388 $100K
Realta Investment Advisors 0.03% Add +15.2% 386 $100K
Sunbelt Securities, Inc. 0.01% Reduce -6.1% 386 $99K
Robinswood Financial LLC 0.03% Add +7.3% 380 $98K
Global Wealth Strategies & Associates 0.02% Reduce -61.5% 377 $97K
Heritage Wealth Advisors 0.00% No change 373 $96K
1015 Capital Partners, LLC 0.09% — 373 $96K
Red Lighthouse Investment Management, LLC 0.03% Reduce -10.4% 370 $95K
Crews Bank & Trust 0.01% Reduce -23.8% 369 $95K
Strive Financial Group ,LLC 0.05% — 367 $95K
Retirement Wealth Solutions LLC 0.06% No change 364 $94K
Ironwood Wealth Management, LLC. 0.03% Reduce -1.4% 363 $94K
Albion Financial Group 0.01% No change 360 $93K
Gilpin Wealth Management, LLC 0.07% — 358 $92K
GS Investments, Inc. 0.05% No change 357 $92K
Trifecta Capital Advisors, LLC 0.01% No change 355 $92K
American Capital Advisory, LLC 0.04% Reduce -25.1% 338 $87K
Atlantic Private Wealth, LLC 0.06% No change 334 $86K
Granite FO LLC 0.05% No change 328 $85K
Allspring Global Investments Holdings, LLC 0.00% Add +114.9% 318 $84K
Cornerstone Financial Management LLC 0.08% — 323 $83K
Kings Path Partners LLC 0.03% No change 323 $83K
Trust Co 0.01% Add +21.5% 322 $83K
Burkett Financial Services, LLC 0.03% Reduce -24.5% 321 $83K
Birchbrook, Inc. 0.04% No change 309 $80K
Broadwater Capital Management LLC 0.06% No change 308 $79K
Blueline Advisors LLC 0.06% — 307 $79K
Centennial Bank 0.03% No change 305 $79K
Mark Sheptoff Financial Planning, LLC 0.04% No change 300 $77K
Wellington Grp LLC 0.03% — 297 $77K
Wealth Preservation Advisors, LLC 0.04% Add +0.3% 296 $76K
Barnes Dennig Private Wealth Management LLC 0.08% No change 291 $75K
Alerus Financial NA 0.00% Reduce -56.1% 291 $75K
Vermillion & White Wealth Management Group, LLC 0.04% No change 289 $75K
Cornerstone Planning Group LLC 0.01% Reduce -90.4% 272 $74K
Financial Perspectives, Inc 0.02% Add +0.3% 288 $74K
Rossby Financial, LCC 0.02% Add +1.8% 287 $74K
Benson Wealth Management INC 0.08% — 281 $72K
Sawyer & Company, Inc 0.03% Add +6.9% 279 $72K
Murphy & Mullick Capital Management Corp 0.05% No change 274 $71K
Global Trust Asset Management, LLC 0.03% Add +145.4% 265 $68K
HighMark Wealth Management LLC 0.03% Add +0.4% 264 $68K
Ogorek Anthony Joseph /NY/ 0.02% No change 266 $68K
Quent Capital, LLC 0.00% Add +1361.1% 263 $68K
Pandora Wealth, Inc. 0.04% No change 262 $68K
Bayban 0.06% — 260 $67K
Comprehensive Financial Planning, Inc. 0.04% No change 248 $64K
Godfrey Financial Associates, Inc. 0.05% — 246 $63K
CNB Bank 0.03% No change 245 $63K
Private Wealth Management Group, LLC 0.02% Reduce -49.4% 243 $63K
Hollencrest Capital Management 0.00% No change 243 $63K
SIMA Wealth Partners, LLC 0.05% No change 241 $62K
SRH Advisors, LLC 0.02% No change 240 $62K
Hanson & Doremus Investment Management 0.01% No change 238 $61K
Keystone Financial Group, Inc. 0.03% No change 236 $61K
Financial Connections Group, Inc. 0.02% Reduce -8.5% 236 $60K
Pioneer Family Office, LLC 0.04% — 222 $57K
Acima Private Wealth, LLC 0.02% No change 217 $56K
Jackson, Grant Investment Advisers, Inc. 0.02% Add +0.5% 214 $55K
Hilltop National Bank 0.01% Add +35.1% 208 $54K
ESL Trust Services, LLC 0.01% Reduce -13.0% 201 $52K
Hilton Head Capital Partners, LLC 0.03% — 200 $52K
Bfsg, LLC 0.01% No change 198 $51K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 189 $49K
Hoese & Co LLP 0.03% New 188 $48K
Toth Financial Advisory Corp. 0.01% No change 180 $46K
Midwest Capital Advisors, LLC 0.02% Reduce -54.1% 177 $46K
Measured Wealth Private Client Group, LLC 0.01% Add +166.7% 176 $45K
Byrne Asset Management LLC 0.02% New 171 $44K
Pin Oak Investment Advisors Inc. 0.03% No change 160 $44K
Tucker Asset Management LLC 0.01% No change 163 $42K
Curio Wealth, LLC 0.01% Add +423.3% 157 $41K
Evelyn Partners Investment Management LLP 0.00% No change 160 $41K
Integrity Financial Corp 0.02% Add +12.9% 157 $40K
Tower View Wealth Management LLC 0.02% Add +0.7% 156 $40K
American National Bank & Trust 0.00% No change 154 $40K
Signature Equity Partners, LLC 0.02% — 153 $40K
Kozak & Associates, Inc. 0.01% Reduce -21.2% 145 $39K
YANKCOM Partnership 0.02% No change 152 $39K
Wealth Watch Advisors, INC 0.01% No change 151 $39K
Atomic Invest LLC 0.02% — 149 $39K
Creative Capital Management Investments LLC 0.01% No change 150 $39K
Canton Hathaway, LLC 0.01% No change 150 $39K
Family Manage LLC 0.00% No change 150 $39K
Greykasell Wealth Strategies, Inc. 0.02% New 150 $39K
Bellevue Asset Management, LLC 0.01% No change 143 $37K
Financial Network Wealth Advisors LLC 0.04% No change 141 $36K
Laurel Wealth Advisors LLC 0.00% New 135 $35K
Addison Advisors LLC 0.01% No change 133 $34K
Atwood & Palmer Inc. 0.00% No change 132 $34K
Clarity Asset Management, Inc. 0.02% Add +0.8% 129 $33K
Syntax Research, Inc. 0.02% No change 129 $33K
Winch Advisory Services, LLC 0.01% Add +0.8% 127 $33K
Roxbury Financial LLC 0.03% No change 125 $32K
GGM Financial LLC 0.02% Add +8.0% 122 $31K
Signature Resources Capital Management, LLC 0.02% No change 119 $31K
Concord Wealth Partners 0.00% No change 119 $31K
Vision Retirement, LLC 0.01% — 118 $30K
Motco 0.00% No change 116 $30K
Sittner & Nelson, LLC 0.01% No change 107 $30K
NorthAvenue LLC 0.02% — 113 $29K
Avion Wealth 0.01% No change 116 $29K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.02% — 110 $28K
Your Advocates Ltd., LLP 0.01% No change 109 $28K
Financial Management Professionals, Inc. 0.00% No change 108 $28K
Aventura Private Wealth, LLC 0.01% No change 107 $28K
Financial Gravity Asset Management, Inc. 0.01% No change 103 $27K
Colonial Trust Advisors 0.00% No change 103 $26K
Lloyd Advisory Services, LLC. 0.01% New 98 $25K
Navigoe, LLC 0.02% No change 97 $25K
Costello Asset Management, INC 0.01% New 96 $25K
Peachtree Investment Partners, LLC 0.01% Add +3.3% 95 $24K
Inlight Wealth Management, LLC 0.01% No change 94 $24K
Chesapeake Asset Management LLC 0.02% Reduce -29.6% 93 $24K
Wellington-Altus USA Inc. 0.02% — 93 $24K
Chapman Financial Group, LLC 0.02% No change 90 $23K
Arlington Trust Co LLC 0.00% No change 90 $23K
Walsh & Associates, LLC 0.02% — 84 $22K
POM Investment Strategies, LLC 0.01% New 83 $21K
Atlantic Edge Private Wealth Management, 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 $19K
Cambient Family Office, LLC 0.00% — 71 $18K
Thompson Investment Management, Inc. 0.00% Add +62.8% 70 $18K
Kingdom Financial Group LLC. 0.01% New 67 $17K
Morris Financial Concepts, Inc. 0.01% No change 65 $17K
Tradewinds Capital Management, LLC 0.00% No change 65 $17K
Tidemark, LLC 0.00% Reduce -21.9% 64 $17K
Estate Planners Group, LLC 0.01% — 64 $17K
Ballast Advisors LLC 0.00% Add +23.1% 64 $17K
Friedenthal Financial 0.01% No change 63 $16K
Richards, Merrill & Peterson, Inc. 0.01% No change 62 $16K
Dorato Capital Management 0.01% — 58 $16K
Wealth Enhancement Trust Services, Inc. 0.00% — 54 $14K
WFA of San Diego, LLC 0.01% No change 53 $14K
EPG Wealth Management LLC 0.00% No change 53 $14K
MGB Wealth Management, LLC 0.00% No change 50 $13K
Red Tortoise LLC 0.01% Add +2.1% 49 $13K
Hurley Capital, LLC 0.01% No change 48 $13K
Navalign, LLC 0.00% New 48 $12K
Pursuit Wealth Strategies, LLC 0.02% — 46 $12K
PFS Partners, LLC 0.01% No change 44 $11K
New Millennium Group LLC 0.00% No change 44 $11K
Westfuller Advisors, LLC 0.00% Add +2.3% 44 $11K
Wilkerson Advisory Group LLC 0.00% — 42 $11K
Islay Capital Management, LLC 0.01% New 40 $10K
Davis Capital Management 0.01% No change 40 $10K
Jackson Hole Capital Partners, LLC 0.00% No change 39 $10K
CFG Wealth Management Services, Inc. 0.01% — 38 $10K
Provenance Wealth Advisors, LLC 0.00% No change 38 $10K
Kentucky Trust Co 0.00% No change 36 $9K
Ransom Advisory, Ltd 0.00% New 36 $9K
Exchange Traded Concepts, LLC 0.00% Reduce -50.0% 36 $9K
Van Eck Associates Corp. 0.00% No change 33 $9K
Sofi Wealth, LLC 0.00% Add +13.3% 34 $9K
Fairman Group, LLC 0.01% No change 34 $9K
Wolff Wiese Magana LLC 0.00% No change 32 $8K
Union Savings Bank 0.00% — 32 $8K
MTM Investment Management, LLC 0.00% No change 32 $8K
Zeit Capital LLC 0.01% No change 31 $8K
West Branch Capital LLC 0.00% No change 26 $7K
Game Plan Financial Advisors, LLC 0.00% Reduce -4.0% 24 $6K
Arvest Investments, Inc. 0.00% No change 22 $6K
Kilter Group LLC 0.00% New 21 $5K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 20 $5K
Hamrick Investment Counsel, llc 0.00% — 17 $4K
Turning Point Benefit Group, Inc. 0.00% New 16 $4K
BankPlus Trust Department 0.00% New 14 $4K
Providence Capital Advisors, LLC 0.00% No change 14 $4K
Hoey Investments, Inc. 0.00% No change 13 $3K
Hamilton Point Investment Advisors, LLC 0.00% No change 12 $3K
Strategic Advocates LLC 0.00% New 11 $3K
Copia Wealth Management 0.00% No change 10 $3K
RHL Group, LLC 0.00% — 9 $2K
Bernard Wealth Management Corp. 0.00% No change 8 $2K
Goodman Advisory Group, LLC 0.00% Reduce -71.4% 8 $2K
Rosenberg Matthew Hamilton 0.00% Reduce -40.0% 6 $2K
Activest Wealth Management 0.00% No change 6 $2K
BNP Paribas Financial Markets 0.00% Reduce -100.0% 6 $2K
GPS Wealth Strategies Group, LLC 0.00% Reduce -98.7% 5 $1K
Van Den Berg Management I, Inc. 0.00% No change 5 $1K
Rice Partnership, LLC 0.00% No change 5 $1K
Cedar Mountain Advisors, LLC 0.00% No change 5 $1K
Nova Wealth Management, Inc. 0.00% New 4 $1K
McGuire Capital Advisors Inc. 0.00% — 4 $1K
Tower Research Capital LLC (TRC) 0.00% No change 4 $1K
Redmont Wealth Advisors LLC 0.00% No change 3 $774
Eukles Asset Management 0.00% No change 3 $774
Morse Asset Management, Inc 0.00% Reduce -57.1% 3 $774
GoalVest Advisory LLC 0.00% No change 2 $516
Vision Financial Markets LLC 0.00% No change 2 $262
Imprint Wealth LLC 0.00% No change 1 $258
Safe Harbor Fiduciary, LLC 0.00% — 1 $258
Networth Advisors, LLC 0.00% — 1 $258
Running Point Capital Advisors, LLC 0.00% No change 1 $258
Acumen Wealth Advisors, LLC 0.00% — 1 $258
Darwin Wealth Management, LLC 0.00% New 1 $257
Loomis Sayles & Co. L P 0.00% No change 1 $224
Brandywine Asset Management, Inc. 0.00% — 1 $93

"% 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.