Vanguard Most SM-Cap ETF-UsdVBETF

13F holders, Q1 2026 (March 31)
2,404holders +25
114new positions
82sold out
5famous investors
$261.86avg. 13F price*

At the end of Q1 2026, 2,404 institutions reported holding Vanguard Most SM-Cap ETF-Usd (VB) in their 13F filings, up 25 from Q4 2025. 114 opened new positions and 82 sold out. The largest holders were Bank of America Corp. ($5.7B), Morgan Stanley ($2.1B) and Wells Fargo & Company ($1.6B). 5 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions114$141.0M
Exits82$85.6M

All 13F filers, Q4 2025 → Q1 2026: 8,271,867 shares bought and 10,037,639 shares sold, net −1,765,772 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,404 holders

Bank of America Corp. 0.41% Reduce -7.7% 21,634,424 $5.7B
Morgan Stanley 0.13% Add +2.3% 8,041,306 $2.1B
Wells Fargo & Company 0.32% Reduce -0.4% 6,021,392 $1.6B
UBS Group AG 0.21% Add +12.6% 4,408,647 $1.2B
Envestnet Asset Management Inc. 0.25% Add +8.9% 3,535,022 $925.9M
Mercer Global Advisors Inc. 1.29% Add +4.2% 3,328,890 $871.9M
LPL Financial LLC 0.23% Reduce -15.1% 3,322,073 $870.1M
Jones Financial Companies LLLP 0.37% Add +19.1% 2,976,080 $763.2M
Captrust Financial Advisors 1.30% Add +7.1% 2,832,448 $741.8M
Northwestern Mutual Wealth Management Co. 0.45% Add +2.4% 2,812,991 $736.8M
Raymond James Financial Inc. 0.18% Reduce -2.3% 2,252,087 $589.9M
Mariner, LLC 0.68% Add +12.7% 2,215,685 $580.3M
Ameriprise Financial Inc. 0.13% Reduce -8.4% 2,197,074 $575.3M
Royal Bank of Canada 0.10% Reduce -5.1% 2,091,328 $547.8M
Creative Planning 0.36% Reduce -4.2% 2,035,636 $533.2M
PNC Financial Services Group, Inc. 0.30% Add +1.0% 1,962,918 $514.1M
Bank of New York Mellon Corp 0.09% Add +11.8% 1,940,971 $508.4M
Charles Schwab Investment Management Inc. 0.07% Reduce -1.7% 1,783,785 $467.2M
Goldman Sachs Group Inc. 0.06% Add +3.5% 1,745,051 $457.1M
Wealthfront Advisers LLC 0.98% Add +8.2% 1,696,661 $444.4M
CIBC Bancorp USA Inc. 0.53% — 1,506,970 $394.1M
Cetera Investment Advisers 0.34% Add +5.4% 1,230,968 $322.4M
Wellington Management Group LLP 0.06% Add +3.0% 1,191,150 $312.0M
FMR LLC 0.02% Add +2.2% 1,175,277 $307.8M
Stifel Financial Corp. 0.28% Reduce -0.5% 1,173,969 $307.5M
JPMorgan Chase & Co. 0.02% Add +5.2% 1,203,000 $305.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 8.27% Add +2.8% 1,140,780 $298.8M
Mission Wealth Management, LP 6.17% Add +0.1% 1,125,152 $294.7M
Commonwealth Equity Services, LLC 0.36% Reduce -1.5% 980,879 $256.9M
HighTower Advisors, LLC 0.27% Add +0.8% 958,835 $251.2M
Osaic Holdings, Inc. 0.35% Add +10.3% 907,826 $238.0M
Signaturefd, LLC 3.63% Add +5155.9% 904,125 $236.8M
Glenmede Trust Co. NA 1.14% Reduce -0.3% 887,176 $232.4M
Cerity Partners LLC 0.32% Add +12.0% 863,565 $227.1M
Tiaa-Cref Individual & Institutional Services, LLC 0.82% — 818,731 $214.4M
Baird Financial Group, Inc. 0.33% Add +4.1% 810,773 $212.4M
Nicholas Hoffman & Company, LLC. 4.56% Add +0.9% 754,676 $197.7M
Bank of Montreal 0.08% Reduce -12.2% 733,004 $192.0M
Fifth Third Bancorp 0.32% Add +119.4% 678,702 $177.8M
Badgley Phelps Wealth Managers, LLC 3.51% Reduce -12.1% 673,535 $176.4M
Country Trust Bank 3.24% Add +26.4% 651,388 $170.6M
Davis R M Inc. 2.82% Add +3.1% 607,527 $159.1M
1832 Asset Management L.P. 0.21% Add +21.4% 604,595 $158.4M
Cullen/Frost Bankers, Inc. 1.76% Add +3.9% 590,093 $154.6M
Teacher Retirement System of Texas 0.62% No change 567,165 $148.6M
Vanguard Global Advisers, LLC 0.08% — 555,448 $145.5M
Corient Private Wealth LP 0.20% Reduce -3.7% 548,068 $143.2M
Clearstead Advisors, LLC 1.26% Reduce -3.9% 525,158 $137.5M
Moneta Group Investment Advisors LLC 1.00% Add +0.6% 509,817 $133.5M
Pathstone Holdings, LLC 0.50% Reduce -2.8% 479,636 $125.6M
CBIZ Investment Advisory Services, LLC 4.56% Add +259.5% 476,205 $124.7M
State Street Corp. 0.00% Reduce -16.4% 462,345 $121.1M
Rockefeller Capital Management L.P. 0.21% Add +3.7% 459,424 $120.3M
Pinnacle Associates Ltd. 1.54% Add +1.3% 458,673 $120.1M
Fusion Family Wealth, LLC 8.64% Add +2.8% 441,733 $115.7M
Truist Financial Corp. 0.15% Add +5.0% 434,428 $113.8M
Thrivent Financial for Lutherans 0.22% Reduce -1.4% 430,929 $112.9M
Equitable Holdings, Inc. 0.70% Add +9.3% 423,322 $109.3M
Peapack Gladstone Financial Corp. 1.37% Add +0.2% 408,014 $106.9M
Wealthspire Advisors, LLC 0.83% Add +0.7% 401,536 $105.2M
Cambridge Investment Research Advisors, Inc. 0.27% Reduce -0.3% 395,662 $103.6M
Baker Avenue Asset Management, LP 2.33% Add +1.0% 390,627 $102.3M
Natixis Advisors, LLC 0.14% Reduce -9.4% 375,743 $98.4M
Invictus Private Wealth, LLC 6.09% Add +1.7% 375,719 $98.4M
MML Investors Services, LLC 0.27% Reduce -14.8% 375,337 $98.3M
Heartwood Wealth Advisors LLC 8.48% Add +5.2% 371,133 $97.2M
Trustmark Bank Trust Department 6.22% Add +24.6% 369,600 $96.8M
BlackRock, Inc. 0.00% Add +3.5% 367,802 $96.3M
Private Advisor Group, LLC 0.45% Add +0.5% 367,376 $96.2M
Millburn Ridgefield LLC 1.97% Add +8.2% 350,327 $91.8M
Catalyst Capital Advisors LLC 1.71% Add +8.2% 350,327 $91.8M
Karpus Management, Inc. 2.63% Reduce -3.9% 321,684 $84.3M
Coldstream Capital Management Inc. 1.04% Add +2.1% 320,036 $83.8M
Efficient Advisors, LLC 5.88% Reduce -24.5% 316,200 $82.8M
M&T Bank Corp 0.27% Reduce -0.2% 313,171 $82.0M
Merit Financial Group, LLC 0.60% Add +8.4% 310,293 $81.3M
Park Avenue Securities LLC 0.59% Add +3.4% 288,401 $75.5M
Lincoln National Corp. 2.16% Reduce -5.8% 284,318 $74.5M
Auto-Owners Insurance Co 1.54% No change 281,628 $73.8M
Gibraltar Capital Management, Inc. 12.63% Add +0.5% 280,039 $73.3M
Kestra Advisory Services, LLC 0.28% Add +33.3% 279,931 $73.3M
Focus Partners Wealth 0.08% Add +2.7% 267,051 $70.1M
Wit, LLC 1.31% Reduce -0.1% 264,221 $69.2M
Pittenger & Anderson Inc. 2.72% Reduce -0.5% 260,494 $68.2M
Vista Capital Partners, Inc. 6.85% Reduce -1.1% 260,102 $68.1M
Smithfield Trust Co 2.95% Add +1.7% 258,672 $67.8M
Center for Financial Planning, Inc. 6.98% Add +0.1% 255,392 $66.9M
Assetmark, Inc. 0.13% Reduce -16.8% 243,103 $63.7M
CENTRAL TRUST Co 1.21% Add +11.4% 234,190 $61.3M
Betterment LLC 0.11% Add +0.7% 230,828 $60.5M
Wealth Enhancement Advisory Services, LLC 0.13% Reduce -42.7% 228,029 $60.4M
SCS Capital Management LLC 0.61% Add +75.2% 219,708 $57.5M
US Bancorp \de 0.07% Reduce -19.1% 213,243 $55.9M
Joel Isaacson & Co., LLC 1.84% Add +4.8% 211,849 $55.5M
MAI Capital Management 0.31% Add +3.5% 211,306 $55.3M
Vantagepoint Investment Advisers LLC 0.47% Reduce -1.7% 210,237 $55.1M
Ellenbecker Investment Group 7.32% Add +2.8% 207,305 $54.3M
Choreo, LLC 0.66% Add +11.3% 204,738 $53.6M
Janney Montgomery Scott LLC 0.13% Add +5.4% 203,898 $53.4M
Chicago Partners Investment Group LLC 1.16% Add +6.1% 182,750 $52.0M
Cary Street Partners Financial LLC 1.27% Reduce -0.4% 195,276 $51.1M
First Command Advisory Services, Inc. 0.34% Reduce -2.2% 195,207 $51.1M
NewEdge Advisors, LLC 0.18% Reduce -0.5% 195,019 $51.1M
Chandler Asset Management, Inc. 7.60% Reduce -26.5% 191,300 $50.1M
Jane Street Group, LLC 0.05% Add +1027.9% 189,512 $49.6M
American Trust 4.36% Add +1.5% 188,242 $49.3M
Wealthquest Corp 3.48% Add +23.1% 187,247 $49.0M
Citizens Financial Group Inc. 0.65% Add +0.3% 177,989 $46.6M
CX Institutional 1.42% Reduce -24.2% 177,164 $46.4M
Regions Financial Corp. 0.30% Add +3.8% 174,447 $45.7M
MilWealth Group LLC 10.77% Add +0.3% 172,797 $45.3M
Ballast, Inc. 10.40% Add +1.5% 171,762 $45.0M
TCV Trust & Wealth Management, Inc. 3.74% Reduce -0.8% 170,397 $44.6M
Garde Capital, Inc. 2.64% Reduce -1.0% 168,306 $44.1M
AMG National Trust Bank 0.95% Add +13.7% 167,650 $43.9M
Sanctuary Advisors, LLC 0.23% Add +0.4% 165,610 $43.4M
Clark Asset Management, LLC 4.06% Add +7.7% 165,053 $43.2M
Johnson Financial Group, LLC 2.87% Reduce -4.7% 164,577 $43.1M
Pinnacle Wealth Management Advisory Group, LLC 2.93% Add +3.4% 163,687 $42.9M
&partners 0.21% Add +8.9% 161,417 $42.4M
Parallel Advisors, LLC 0.76% Add +2.5% 161,135 $42.2M
Beacon Pointe Advisors, LLC 0.22% Add +9.3% 160,136 $41.9M
Mountain Capital Investment Advisors Inc. 6.05% Add +5.3% 143,693 $40.7M
Apella Capital, LLC 0.60% Add +0.9% 142,227 $40.5M
MPS Loria Financial Planners, LLC 10.67% Add +1.6% 154,343 $40.4M
Alps Advisors Inc. 0.19% Reduce -11.2% 153,390 $40.2M
Investments & Financial Planning, LLC 21.21% Reduce -0.7% 148,729 $39.0M
Capital Asset Advisory Services LLC 1.49% Add +6.0% 136,093 $38.9M
Lido Advisors, LLC 0.15% Add +1.1% 146,103 $38.3M
Janus Henderson Group PLC 0.02% Reduce -51.4% 145,876 $38.2M
Legacy Financial Group LLC 4.74% Add +0.2% 143,888 $37.7M
Heritage Investors Management Corp. 1.14% Reduce -0.7% 142,972 $37.4M
Aufman Associates Inc 18.35% Reduce -1.0% 142,772 $37.4M
Connecticut Wealth Management, LLC 1.56% Reduce -5.0% 142,250 $37.3M
Brown Financial Advisory 18.36% Add +14.0% 141,352 $37.0M
Scott Capital Advisors, LLC 7.47% Add +0.5% 135,454 $36.9M
Compound Planning, Inc. 1.11% Reduce -11.4% 137,137 $35.9M
Moller Wealth Partners 7.04% Add +2.8% 136,177 $35.7M
D.A. Davidson & Co. 0.22% Add +3.6% 135,340 $35.4M
Discipline Wealth Solutions, LLC 3.67% Add +219.0% 133,155 $34.9M
Associated Banc-Corp 0.92% Add +12.7% 133,084 $34.9M
Northeast Investment Management 1.44% Add +3.4% 132,988 $34.8M
Northern Trust Corp. 0.00% Add +1.5% 132,857 $34.8M
Whelan Financial 10.50% Reduce -0.2% 129,152 $33.8M
Avior Wealth Management, LLC 0.96% Reduce -16.1% 129,053 $33.8M
Financial Management Professionals, Inc. 3.77% Add +118709.3% 128,314 $33.6M
AA Financial Advisors, LLC 4.72% Reduce -2.0% 128,019 $33.5M
Waverly Advisors, LLC 0.25% Add +1.2% 126,695 $33.2M
Pure Financial Advisors, LLC 0.48% Add +0.2% 126,682 $33.2M
Randolph Co Inc 3.16% Add +0.1% 126,290 $33.1M
Bluestem Financial Advisors, LLC 12.50% Add +2.0% 123,580 $32.4M
Wolff Financial Management LLC 7.14% Add +2.5% 123,376 $32.3M
Brookstone Capital Management 0.37% Add +4.7% 122,115 $32.0M
Orion Porfolio Solutions, LLC 0.27% Add +3.4% 120,685 $31.6M
WP Advisors, LLC 8.16% Reduce -2.2% 120,390 $31.5M
Chatham Capital Group, Inc. 4.54% Reduce -3.4% 119,511 $31.3M
StoneX Group Inc. 1.67% Add +44.8% 118,060 $31.0M
NewEdge Wealth, LLC 0.37% Reduce -5.1% 118,233 $31.0M
St Germain D J Co. Inc. 1.22% Reduce -2.4% 117,822 $30.9M
Circle Wealth Management, LLC 0.44% Add +34.3% 117,586 $30.8M
United Capital Financial Advisors, LLC 0.19% Reduce -1.1% 117,447 $30.7M
CreativeOne Wealth, LLC 0.70% Reduce -0.8% 115,857 $30.3M
Vanguard Advisers Inc. 0.12% — 115,543 $30.3M
Composition Wealth, LLC 0.41% Reduce -4.6% 114,000 $29.9M
Sharp Wealth Advisory, LLC 14.74% Add +7569.2% 113,964 $29.8M
Integrated Wealth Concepts LLC 0.23% Add +52.5% 112,000 $29.3M
Leavell Investment Management, Inc. 1.20% Add +0.3% 111,460 $29.2M
Searcy Financial Services Inc. 10.81% Add +1.9% 111,329 $29.2M
Bank of Hawaii 1.51% Add +0.1% 110,356 $28.9M
Howard Capital Management Group, LLC 1.92% Add +3.2% 110,269 $28.9M
Summit Financial, LLC 0.37% Add +12.1% 110,082 $28.8M
EverSource Wealth Advisors, LLC 0.88% Add +91.0% 110,024 $28.8M
AQR Capital Management 0.01% Add +15.3% 108,081 $28.3M
Procyon Advisors, LLC 1.37% Reduce -1.8% 106,896 $28.0M
EP Wealth Advisors, LLC 0.14% Reduce -8.2% 106,288 $27.8M
Cwm, LLC 0.07% Reduce -6.5% 106,060 $27.8M
Modera Wealth Management, LLC 0.32% Reduce -5.0% 103,322 $27.1M
SP Asset Management LLC 2.36% Reduce -2.2% 102,259 $26.8M
BLB&B Advisors, LLC 1.09% Reduce -3.2% 100,875 $26.4M
Stephens Inc. 0.33% Reduce -0.8% 100,683 $26.4M
3Chopt Investment Partners, LLC 6.00% Add +3.2% 100,163 $26.2M
Patriot Investment Management Group, Inc. 1.66% Reduce -1.7% 99,375 $26.0M
MBE Wealth Management, LLC 10.79% Reduce -1.8% 99,166 $26.0M
Laird Norton Wetherby Trust Company, LLC 0.56% Add +10.5% 98,182 $25.7M
Manufacturers Life Insurance Company, The 0.02% Reduce -11.2% 98,179 $25.7M
Savant Capital, LLC 0.12% Reduce -18.0% 98,074 $25.7M
Woodmont Investment Counsel LLC 1.58% Add +0.9% 98,052 $25.7M
TRB Wealth Management, LLC 3.64% — 97,880 $25.6M
Cyndeo Wealth Partners, LLC 1.34% Add +4.7% 96,958 $25.4M
Curran Financial Partners, LLC 4.51% Add +11.2% 96,187 $25.2M
Manning & Napier Advisors LLC 0.35% Add +11.9% 95,944 $25.1M
Steward Partners Investment Advisory, LLC 0.13% Reduce -4.4% 94,388 $24.7M
Brown Advisory Inc. 0.04% Reduce -3.0% 93,454 $24.5M
Huntington National Bank 0.18% New 93,289 $24.4M
AlphaCore Capital LLC 0.58% Add +12.0% 93,267 $24.4M
Koshinski Asset Management, Inc. 1.50% Add +4.5% 91,720 $24.0M
Nuveen, LLC 0.01% Add +12.5% 91,205 $23.9M
Bessemer Group Inc. 0.04% Reduce -3.2% 91,139 $23.9M
HB Wealth Management, LLC 0.15% Add +6.0% 91,104 $23.9M
WBH Advisory Inc. 1.76% Reduce -3.3% 89,261 $23.5M
First Manhattan Co. Llc. 0.07% Add +8.1% 89,427 $23.4M
Summit Trail Advisors, LLC 0.33% Add +4.3% 89,254 $23.4M
Glenview Trust Co 0.36% Add +0.0% 88,617 $23.2M
Montag A & Associates Inc. 1.08% Add +1.8% 88,378 $23.1M
Aspiriant, LLC 0.66% Add +8.4% 88,362 $23.1M
Koesten, Hirschmann & Crabtree, INC. 11.19% Add +3.5% 87,707 $23.0M
Hurlow Wealth Management Group, Inc. 5.46% Add +0.1% 87,526 $22.9M
Financial Engines Advisors L.L.C. 0.05% Reduce -4.8% 87,478 $22.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +377.6% 86,393 $22.6M
Inspirion Wealth Advisors, LLC 2.81% Add +28.7% 86,202 $22.6M
Simon Quick Advisors, LLC 1.03% Add +8.2% 86,104 $22.6M
Crewe Advisors LLC 1.91% No change 85,513 $22.4M
Burrus Financial Services, Inc. 10.22% Reduce -70.3% 85,257 $22.3M
Bleakley Financial Group, LLC 0.34% Reduce -0.2% 83,747 $21.9M
Elm Partners Management LLC 0.94% Add +14.1% 85,423 $21.7M
MBM Wealth Consultants, LLC 4.97% Add +1.3% 82,718 $21.7M
Noble Family Wealth, LLC 4.44% Add +4.1% 82,179 $21.5M
BCK Partners, Inc. 11.59% Reduce -0.1% 81,950 $21.5M
VestGen Advisors, LLC 0.59% Add +107.7% 73,013 $20.9M
DeDora Capital, Inc. 5.11% Add +0.9% 79,562 $20.8M
Whitegate Investment Counselors, Inc. 6.56% Reduce -1.6% 78,768 $20.6M
Kohmann Bosshard Financial Services, LLC 2.01% Reduce -0.7% 78,747 $20.6M
Compton Wealth Advisory Group, LLC 4.57% Add +1.1% 77,948 $20.5M
Tectonic Advisors LLC 1.08% Reduce -1.4% 78,264 $20.5M
Twele Capital Management, Inc. 3.65% Add +0.0% 78,142 $20.5M
Daymark Wealth Partners, LLC 0.64% Reduce -0.4% 77,373 $20.3M
Financial Synergies Wealth Advisors, Inc. 1.92% Reduce -2.6% 76,985 $20.2M
Charles Schwab Trust Co 1.30% Add +0.2% 76,578 $20.1M
Forvis Mazars Wealth Advisors, LLC 0.38% Reduce -5.1% 76,335 $20.0M
Focus Partners Advisor Solutions, LLC 0.20% Reduce -8.7% 75,826 $19.9M
Strategic Investment Advisors / MI 1.37% Add +5.1% 75,521 $19.8M
Roof Eidam Maycock Peralta, LLC 4.53% Add +0.4% 75,449 $19.8M
Salem Investment Counselors Inc. 0.58% Add +0.2% 74,831 $19.6M
World Investment Advisors 0.32% Add +11.9% 74,777 $19.6M
Wealthspire Retirement, LLC 1.16% Add +7.1% 74,047 $19.4M
O'shaughnessy Asset Management, LLC 0.10% Add +7.1% 73,594 $19.3M
SAM Advisors, LLC 6.04% Add +1.4% 73,572 $19.3M
Drucker Wealth 3.0, LLC 3.33% Reduce -0.3% 72,899 $19.1M
OneAscent Financial Services LLC 1.03% Add +460.4% 72,707 $19.0M
McIlrath & Eck, LLC 1.43% Add +4.4% 72,618 $19.0M
Quantinno Capital Management LP 0.03% Add +41.5% 72,283 $18.9M
QRG Capital Management, Inc. 0.19% Reduce -3.7% 71,832 $18.8M
Rainey & Randall Wealth Advisors Inc. 3.05% Add +4.9% 71,747 $18.8M
Marietta Wealth Management, LLC 2.23% Add +0.4% 71,731 $18.8M
Sage Rhino Capital LLC 3.48% Reduce -1.1% 70,959 $18.6M
Gemmer Asset Management LLC 1.44% Add +1.8% 69,601 $18.2M
Great Valley Advisor Group, Inc. 0.33% Reduce -3.5% 69,566 $18.2M
Golden Road Advisors LLC 10.48% Add +2.0% 69,458 $18.2M
Tidal Investments LLC 0.06% Reduce -34.1% 69,254 $18.1M
Alliancebernstein L.P. 0.01% Add +0.9% 70,296 $18.1M
Allworth Financial LP 0.07% Reduce -1.1% 68,585 $18.0M
Crane Advisory, LLC 2.67% Reduce -3.4% 63,769 $17.8M
Independent Advisor Alliance 0.19% Add +1473.6% 67,948 $17.8M
Cresset Asset Management, LLC 0.08% Add +7.1% 67,507 $17.7M
Abound Wealth Management 4.01% Add +0.3% 67,379 $17.6M
Acropolis Investment Management, LLC 0.78% Reduce -1.9% 67,185 $17.6M
Agf Management Ltd. 0.08% Reduce -1.0% 65,906 $17.3M
Aries Wealth Management 3.77% Add +12.9% 65,524 $17.2M
AJ Advisors, LLC 6.37% Add +2.3% 65,512 $17.2M
Signal Advisors Wealth, LLC 1.17% Add +64.6% 65,255 $17.1M
Whittier Trust Co. of Nevada Inc. 0.35% Reduce -1.1% 63,755 $16.9M
Thornburg Investment Management Inc. 0.18% New 64,480 $16.9M
Kestra Private Wealth Services, LLC 0.21% Reduce -0.6% 64,185 $16.8M
Dunhill Financial, LLC 3.93% Add +10.9% 63,623 $16.7M
Blair William & Co. 0.05% Add +4.6% 63,572 $16.7M
Atria Investments, Inc 0.19% Reduce -2.8% 63,537 $16.6M
Arax Advisory Partners 0.47% Reduce -49.3% 63,124 $16.5M
Concurrent Investment Advisors, LLC 0.18% Reduce -1.1% 63,123 $16.5M
Bradley Foster & Sargent Inc. 0.26% Add +4.1% 62,822 $16.5M
Tribridge Partners Financial LLC 6.81% Add +3.2% 62,145 $16.4M
Nelson Capital Management, LLC 2.00% Reduce -0.3% 62,686 $16.4M
True North Advisors, LLC 1.87% Reduce -1.8% 62,645 $16.4M
Wedmont Private Capital 0.53% Add +4.2% 60,051 $16.4M
McAdam, LLC 0.73% Add +3.4% 61,703 $16.2M
Wealth Architects, LLC 1.41% Reduce -2.4% 60,594 $15.9M
Capital Group Private Client Services, Inc. 0.27% Add +5.1% 60,344 $15.8M
RFG Holdings, Inc. 3.98% Add +9.9% 60,282 $15.8M
Johnson Investment Counsel Inc. 0.13% Reduce -2.4% 60,118 $15.7M
Plum Street Advisors, LLC 5.41% Add +1.4% 59,686 $15.6M
Burling Wealth Partners, LLC 2.52% Reduce -2.0% 59,575 $15.6M
Focused Wealth Management, Inc 1.59% Add +7.2% 58,073 $15.2M
Atmos Advisory, LLC 8.54% Add +1.5% 57,413 $15.0M
Vestmark Advisory Solutions, Inc. 0.17% Add +402.4% 57,404 $15.0M
ETF Portfolio Partners, Inc. 3.92% Add +1.7% 56,971 $14.9M
Diversify Wealth Management, LLC 0.27% Add +23.4% 53,248 $14.9M
Berkshire Asset Management LLC 0.64% Add +0.5% 56,691 $14.8M
GoalFusion Wealth Management, LLC 6.73% Add +1.4% 56,670 $14.8M
TD Private Client Wealth LLC 0.31% Reduce -1.1% 56,364 $14.8M
Savvy Advisors, Inc. 0.40% Add +7.0% 56,306 $14.7M
McClarren Financial Advisors, Inc. 8.64% Add +0.2% 55,739 $14.6M
Trust Co of the South 2.34% Reduce -5.0% 55,631 $14.6M
White Wing Wealth Management 8.72% Add +0.2% 55,450 $14.5M
Clarity Wealth Advisors, LLC 2.97% Add +7.1% 55,103 $14.4M
VSM Wealth Advisory, LLC 4.30% Add +2.0% 54,990 $14.4M
Frisco Financial Planning LLC 11.80% Add +0.6% 54,623 $14.3M
Sage Financial Group Inc. 0.92% Add +1.0% 53,701 $14.1M
Performance Wealth Partners, LLC 0.41% Add +416.2% 53,459 $14.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.24% Reduce -0.7% 53,331 $14.0M
Ascent Wealth Partners, LLC 1.62% New 53,150 $13.9M
Fiduciary Wealth Partners, LLC 9.08% Reduce -25.3% 52,967 $13.9M
Oppenheimer & Co. Inc. 0.17% Add +5.7% 52,847 $13.8M
Ballentine Partners, LLC 0.19% Add +11.9% 52,702 $13.8M
Bear Mountain Capital, Inc. 4.14% Add +3.7% 48,121 $13.8M
Ameritas Advisory Services, LLC 0.53% Reduce -3.1% 52,151 $13.7M
PDS Planning, Inc 0.90% Reduce -0.1% 52,005 $13.6M
Asset Management Group, Inc. 2.19% Reduce -0.0% 51,785 $13.6M
Bartlett & Co. Wealth Management LLC 0.17% Reduce -0.5% 47,787 $13.5M
Mitchell McLeod Pugh & Williams Inc. 1.99% Reduce -2.2% 51,535 $13.5M
Nicolet Bankshares Inc. 0.50% Add +688.3% 51,226 $13.5M
Tiaa Trust, National Association 0.82% Reduce -94.3% 51,243 $13.4M
Roberts Wealth Advisors, LLC 3.41% Add +4.1% 51,214 $13.4M
Rossmore Private Capital 1.18% Reduce -2.3% 51,126 $13.4M
Gateway Wealth Partners, LLC 0.52% Add +4237.9% 50,797 $13.3M
Farther Finance Advisors, LLC 0.12% Add +13.1% 50,100 $13.2M
Arbor Wealth Advisors LLC 9.26% Add +0.0% 50,376 $13.2M
Capital Advisors Inc. 0.21% Reduce -1.2% 50,262 $13.2M
Benjamin Edwards Inc. 0.13% Reduce -0.7% 50,000 $13.1M
Ashton Thomas Private Wealth, LLC 0.31% Add +2.7% 49,679 $13.0M
KTF Investments, LLC 2.22% Reduce -2.1% 49,572 $13.0M
St. Louis Trust Co 1.51% Reduce -1.2% 49,347 $12.9M
CRA Financial Services, LLC 1.68% Reduce -5.0% 49,303 $12.9M
Staley Capital Advisers Inc. 0.55% Reduce -0.3% 49,228 $12.9M
Kathmere Capital Management, LLC 0.80% Add +3.7% 49,013 $12.8M
Dakota Wealth Management 0.28% Reduce -2.9% 48,744 $12.8M
NorthRock Partners, LLC 0.21% Reduce -9.9% 48,648 $12.7M
Crestwood Advisors Group, LLC 0.21% Add +46.9% 48,428 $12.7M
Envestnet Portfolio Solutions, Inc. 0.07% Reduce -39.5% 48,254 $12.6M
Peddock Capital Advisors, LLC 2.78% Add +2.5% 48,214 $12.6M
Cherry Tree Wealth Management, LLC 2.66% Add +0.9% 48,052 $12.6M
Vawter Financial, Ltd. 5.28% Reduce -1.7% 47,926 $12.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.71% Add +6.0% 47,917 $12.6M
High Note Wealth, LLC 2.46% Reduce -0.1% 47,743 $12.5M
Stratos Wealth Partners, LTD. 0.14% Add +0.6% 47,693 $12.5M
David Kennon Inc 4.45% Add +0.1% 47,376 $12.4M
Whittier Trust Co. 0.14% Reduce -2.9% 46,416 $12.3M
Beirne Wealth Consulting Services, LLC 3.48% Add +19.1% 46,912 $12.3M
Integral Investment Advisors, Inc. 3.05% Reduce -0.8% 46,723 $12.2M
Canandaigua National Corp. 1.09% — 46,569 $12.2M
GeoWealth Management, LLC 0.44% Reduce -2.1% 46,501 $12.2M
James J. Burns & Company, LLC 1.65% Add +3.1% 46,360 $12.1M
Mason & Associates, LLC 2.75% Reduce -1.8% 45,904 $12.0M
JDM Financial Group LLC 4.62% Add +4.3% 94,414 $12.0M
Spectrum Financial Alliance Ltd LLC 2.29% Add +0.7% 45,501 $11.9M
DORVAL Corp 3.69% Add +0.5% 45,444 $11.9M
CSM Advisors, LLC 0.29% Add +5.3% 45,387 $11.9M
Caprock Group, LLC 0.28% Reduce -1.4% 44,099 $11.6M
Silverleafe Capital Partners, LLC 3.47% Add +38.2% 44,013 $11.5M
Sage Mountain Advisors LLC 0.81% Reduce -14.2% 44,011 $11.5M
Praetorian Wealth Management, Inc. 2.18% Add +0.6% 42,049 $11.5M
Kingswood Wealth Advisors, LLC 0.54% Add +29.0% 43,816 $11.5M
Cynosure Group, LLC 1.43% Add +0.2% 43,741 $11.5M
NORTHSTAR ASSET MANAGEMENT Co 2.57% Add +2.0% 43,621 $11.4M
Fonville Wealth Management LLC 2.17% Add +0.6% 43,425 $11.4M
Fee-Only Financial Planning, L.C. 6.80% Reduce -1.3% 42,989 $11.3M
Wealth Analytics Partners, LLC 4.55% Reduce -1.5% 42,752 $11.2M
OneDigital Investment Advisors LLC 0.11% Reduce -17.5% 42,447 $11.1M
Capital Advisors Wealth Management, LLC 1.49% Add +61.6% 42,381 $11.1M
Bokf, NA 0.17% Add +19.3% 42,356 $11.1M
Madrona Financial Services, LLC 2.42% Reduce -0.9% 42,216 $11.1M
Franklin Resources Inc. 0.00% Add +72.5% 42,163 $11.0M
Agate Pass Investment Management, LLC 4.32% Reduce -1.7% 42,156 $11.0M
Earned Wealth Advisors, LLC 0.74% Add +2.7% 42,079 $11.0M
Code Waechter LLC 6.54% Add +10.7% 42,027 $11.0M
Capital Management Associates, Inc 2.48% Add +1.2% 41,904 $11.0M
Fiduciary Advisors, Inc. 8.22% Reduce -0.8% 41,765 $10.9M
Chilton Capital Management LLC 0.38% Add +14.2% 41,763 $10.9M
Capital Planning LLC 3.56% Reduce -7.3% 41,738 $10.9M
Perigon Wealth Management, LLC 0.20% Reduce -0.1% 41,627 $10.9M
Berman McAleer LLC 1.48% Reduce -1.9% 41,371 $10.8M
Harbour Investments, Inc. 0.17% Add +71.0% 41,138 $10.8M
25 LLC 3.32% Add +2.0% 41,067 $10.8M
U.S. Capital Wealth Advisors, LLC 0.27% Reduce -5.7% 41,025 $10.7M
Apriem Advisors 1.02% Add +190.3% 40,996 $10.7M
TD Capital Management LLC 0.96% Reduce -0.7% 40,805 $10.7M
Ellevest, Inc. 1.48% Add +3.4% 40,685 $10.7M
Hoge Financial Services, LLC 5.70% Reduce -1.9% 40,644 $10.6M
Horizons Wealth Management 7.04% Reduce -1.7% 40,388 $10.6M
Brooklyn FI, LLC 2.22% Add +3.2% 40,246 $10.5M
Red Wave Investments LLC 3.15% Reduce -5.5% 40,201 $10.5M
BlueSky Wealth Advisors, LLC 1.35% Add +1.6% 40,153 $10.5M
Beacon Financial Strategies CORP 5.96% Reduce -3.0% 40,062 $10.5M
Bridges Investment Management Inc. 0.14% Add +0.6% 39,958 $10.5M
Culbertson A N & Co. Inc. 1.35% Add +0.1% 39,650 $10.4M
Old Mission Investment Co LLC 2.42% Add +1.4% 39,562 $10.4M
Apollon Wealth Management, LLC 0.17% Reduce -7.4% 39,553 $10.4M
AdvisorNet Financial, Inc 0.54% Add +4.8% 39,546 $10.4M
Leeward Financial Partners, LLC 3.06% Reduce -11.4% 39,232 $10.3M
Single Point Partners, LLC 2.04% Reduce -0.1% 39,227 $10.3M
Petredis Investment Advisors LLC 0.84% Reduce -0.6% 39,215 $10.3M
Gotham Asset Management 0.03% Add +18.6% 39,210 $10.3M
Napier Financial, LLC 2.35% Add +0.5% 39,120 $10.2M
Kearns & Associates LLC 5.50% Add +0.1% 39,066 $10.2M
Legacy Wealth Partners, LLC 2.56% Add +4.3% 39,004 $10.2M
Evergreen Capital Management LLC 0.22% Reduce -0.5% 38,740 $10.1M
Crusonia Wealth Advisors LLC 2.09% Add +4.1% 38,583 $10.1M
BOK Financial Private Wealth, Inc. 0.61% Reduce -5.5% 38,347 $10.0M
Smartleaf Asset Management LLC 0.36% Add +16.3% 39,554 $10.0M
Financial Futures Ltd Liability Co. 4.38% Add +5.0% 38,056 $10.0M
Chesley Taft & Associates LLC 0.41% Reduce -2.5% 37,423 $9.8M
Rwa Wealth Partners, LLC 0.11% Add +6.4% 37,318 $9.8M
Cornerstone National Bank & Trust Co 3.60% Reduce -0.4% 37,085 $9.8M
Wealthcare Advisory Partners LLC 0.19% Add +4.3% 37,141 $9.7M
TriaGen Wealth Management LLC 2.65% Add +0.3% 37,101 $9.7M
SouthState Bank Corp 0.45% Reduce -6.9% 37,022 $9.7M
Evolution Wealth Advisors, LLC 0.98% Add +1.7% 36,847 $9.7M
Principal Securities, Inc. 0.14% Reduce -1.5% 36,590 $9.6M
Smith & Howard Wealth Management, LLC 2.07% Reduce -21.5% 36,522 $9.6M
Wealth Management Strategies, Inc. 4.32% Add +3.4% 36,415 $9.5M
Field & Main Bank 2.77% Add +0.2% 36,399 $9.5M
Flagship Harbor Advisors, LLC 0.41% Reduce -0.2% 35,848 $9.4M
Visionary Wealth Advisors 0.41% Reduce -0.5% 35,793 $9.4M
Black Diamond Financial, LLC 1.02% Reduce -1.9% 35,711 $9.4M
Valmark Advisers, Inc. 0.11% Add +1.3% 35,517 $9.3M
Sand Hill Global Advisors, LLC 0.31% Reduce -1.3% 35,399 $9.3M
Wesbanco Bank Inc. 0.26% Add +6.5% 35,266 $9.2M
Krane Financial Solutions LLC 6.25% — 35,096 $9.2M
Beacon Financial Planning, Inc. 3.56% Add +25.8% 35,091 $9.2M
Titleist Asset Management, LLC 0.69% Add +12.7% 35,076 $9.2M
Commerce Bank 0.04% Add +54.8% 35,006 $9.2M
Verum Partners LLC 1.74% Reduce -2.0% 34,990 $9.2M
Capital Advantage, Inc. 1.19% Add +8.3% 34,623 $9.1M
Peak Retirement Planning, Inc. 1.80% Add +497.3% 34,533 $9.0M
IFP Advisors, Inc 0.19% Reduce -2.7% 34,328 $9.0M
Sigma Planning Corp 0.25% Add +45.9% 34,252 $9.0M
Thrive Wealth Management, LLC 1.33% Reduce -1.1% 33,944 $8.9M
Orgel Wealth Management, LLC 0.19% Reduce -1.1% 33,799 $8.9M
Brick & Kyle, Associates 2.92% Reduce -14.3% 33,768 $8.8M
Harbor Advisory Corp. 2.63% Reduce -24.1% 33,449 $8.8M
Level Four Advisory Services, LLC 0.29% Add +3.3% 33,428 $8.8M
Sandy Cove Advisors, LLC 2.61% Add +0.5% 33,345 $8.7M
GAMCO Investors 0.09% Add +29.1% 33,330 $8.7M
Prospera Financial Services Inc 0.14% Reduce -7.1% 33,185 $8.7M
Five Pine Wealth Management 5.34% Add +0.1% 32,797 $8.6M
Empower Advisory Group, LLC 0.02% Reduce -15.9% 32,778 $8.6M
OFS Enterprise LLC 2.52% — 32,681 $8.6M
Midwest Trust Co 0.11% Add +3.9% 32,580 $8.5M
WESCAP Management Group, Inc. 1.68% Add +0.2% 32,494 $8.5M
Evolution Advisers, Inc. 3.58% Add +1.9% 32,481 $8.5M
Elite Financial, Inc. 3.80% Reduce -1.0% 32,331 $8.5M
Equity Wealth Partners, LLC 5.47% Add +6.4% 32,288 $8.5M
Sovereign Financial Group, Inc. 1.45% Add +7.7% 31,898 $8.4M
Haverford Trust Co 0.08% Reduce -9.3% 31,881 $8.4M
Prosperity Advisers, LLC 6.94% Add +2.4% 31,873 $8.3M
Howard Wealth Management, LLC 3.51% Add +0.0% 31,865 $8.3M
Venture Visionary Partners LLC 0.28% Reduce -1.4% 31,828 $8.3M
Provida Pension Fund Administrator 0.14% Reduce -91.4% 31,813 $8.3M
Dynamic Advisor Solutions LLC 0.26% Add +0.2% 31,803 $8.3M
Rinkey Investments 2.13% Add +3.0% 31,727 $8.3M
First Bancorp, Inc 4.12% Add +2.4% 31,647 $8.3M
Cambridge Advisors Inc. 1.61% Reduce -2.2% 31,646 $8.3M
Ramiah Investment Group 7.23% Add +4.1% 31,598 $8.3M
Florida Trust Wealth Management Co 0.23% Add +1.7% 31,594 $8.3M
Waller Financial Planning Group, Inc. 1.82% Reduce -4.5% 31,457 $8.2M
Cozad Asset Management Inc. 0.64% Add +0.0% 31,304 $8.2M
Arrow Financial Corp 0.82% Reduce -30.9% 31,275 $8.2M
Exencial Wealth Advisors, LLC 0.25% Reduce -4.8% 31,236 $8.2M
Texas Yale Capital Corp. 0.23% Add +4.9% 31,052 $8.1M
Warwick Investment Management, Inc. 1.18% Add +2.3% 30,988 $8.1M
Vise Technologies, Inc. 0.16% No change 31,433 $8.1M
Roundview Capital LLC 0.50% Add +2.1% 30,793 $8.1M
Latigo Investments, LLC 4.00% No change 30,671 $8.0M
Lazard Asset Management LLC 0.01% No change 30,631 $8.0M
Mutual Advisors, LLC 0.17% Reduce -13.4% 30,620 $8.0M
Rehmann Capital Advisory Group 0.42% Reduce -0.7% 30,536 $8.0M
Ancora Advisors LLC 0.17% Reduce -0.4% 30,510 $8.0M
Westwood Holdings Group Inc. 0.06% Add +1.0% 30,385 $8.0M
RFG Advisory, LLC 0.14% Add +53.3% 30,065 $7.9M
Ieq Capital, LLC 0.04% Reduce -4.0% 29,912 $7.8M
Johnson Bixby & Associates, LLC 0.97% Add +1.3% 29,830 $7.8M
JNBA Financial Advisors 0.65% Reduce -4.0% 29,595 $7.8M
Steph & Co. 2.21% Reduce -14.0% 29,555 $7.7M
Fund Evaluation Group, LLC 0.24% New 29,430 $7.7M
Arcadia Wealth Management, LLC 2.78% Add +6.1% 29,374 $7.7M
Gill Capital Partners, LLC 2.21% Add +2.0% 29,373 $7.7M
Arkos Global Advisors 0.96% Reduce -1.1% 29,345 $7.7M
Plus Group Wealth Advisors LLC 8.45% Add +1.9% 29,339 $7.7M
NavPoint Financial, Inc. 3.09% Reduce -0.2% 29,137 $7.6M
Fiduciary Trust Co 0.09% Reduce -2.7% 29,126 $7.6M
GreatBanc Trust CO 5.33% Reduce -0.4% 29,104 $7.6M
Fifth Third Securities, Inc. 0.48% Add +1.3% 28,626 $7.5M
Gilman Hill Asset Management, LLC 1.12% Reduce -5.7% 28,450 $7.5M
Fiducient Advisors LLC 0.97% Reduce -6.0% 28,393 $7.4M
BIP Wealth, LLC 0.30% Reduce -4.5% 28,381 $7.4M
Renaissance Technologies 0.01% New 28,320 $7.4M
Creekside Partners 3.04% Add +1.1% 28,226 $7.4M
Mesirow Financial Investment Management, Inc. 0.12% Add +13.9% 28,196 $7.4M
RW Investment Management LLC 0.71% — 28,076 $7.4M
Rareview Capital LLC 4.31% Add +3.7% 31,013 $7.3M
Arcadia Investment Advisors LLC 3.47% Add +2.8% 28,042 $7.3M
Prepared Retirement Institute LLC 3.64% Reduce -2.4% 28,024 $7.3M
First PREMIER Bank 1.69% Add +5.3% 28,009 $7.3M
Colony Family Offices, LLC 1.80% Reduce -5.3% 27,902 $7.3M
Family Wealth Partners, LLC 2.47% Reduce -1.0% 27,635 $7.2M
Retirement Management Systems Inc. 1.74% Add +7.1% 27,581 $7.2M
Sequoia Financial Advisors, LLC 0.04% Reduce -5.6% 27,537 $7.2M
HighRoad Wealth Advisors, LLC 6.98% Reduce -1.2% 27,295 $7.1M
Meeder Advisory Services, Inc. 0.30% Add +2.5% 27,161 $7.1M
Brindle & Bay Financial Advisors, LLC 4.36% Add +476.3% 27,097 $7.1M
White Lighthouse Investment Management Inc. 0.98% Add +9.5% 26,925 $7.1M
Essex Financial Services, Inc. 0.40% Add +6.6% 26,921 $7.1M
Quaker Wealth Management, LLC 2.19% Add +3.9% 26,814 $7.0M
Fi3 FINANCIAL ADVISORS, LLC 2.02% Reduce -13.3% 26,726 $7.0M
Duncan Williams Asset Management, LLC 1.94% Add +0.3% 26,711 $7.0M
BTG Pactual Asset Management US LLC 0.69% Reduce -11.8% 26,683 $7.0M
Cambridge Capital Management, LLC 2.97% Add +10.0% 26,320 $6.9M
Signal Tree Financial Partners LLC 5.19% Add +9.3% 26,226 $6.9M
Nwam LLC 0.40% Reduce -19.4% 26,212 $6.9M
Webster Bank, N. A. 0.65% Reduce -5.2% 26,143 $6.8M
Accredited Investors Inc. 0.37% Add +3.1% 26,080 $6.8M
Continuum Advisory, LLC 0.66% Add +1.6% 26,071 $6.8M
REAP Financial Group, LLC 1.34% Add +3.4% 25,982 $6.8M
Snowden Capital Advisors LLC 0.18% Add +2.3% 25,976 $6.8M
Greenhouse Wealth Management, LLC 4.20% Add +0.1% 25,935 $6.8M
Root Financial Partners, LLC 0.31% Add +30.9% 25,834 $6.8M
Peterson Wealth Advisors, LLC 0.90% Reduce -4.4% 25,712 $6.7M
Annex Advisory Services, LLC 0.13% Reduce -10.0% 25,657 $6.7M
Belpointe Asset Management LLC 0.24% Add +34.7% 25,580 $6.7M
American Investment Services, Inc. 1.48% Add +1.6% 25,368 $6.6M
Brightwater Advisory LLC 4.35% Add +1.5% 25,084 $6.6M
Fifth Third Wealth Advisors LLC 0.22% Add +1.0% 24,985 $6.5M
Archford Capital Strategies, LLC 0.75% Reduce -42.8% 24,909 $6.5M
Atlantic Union Bankshares Corp 0.13% Add +1.9% 24,872 $6.5M
Ruggaard & Associates LLC 2.58% Reduce -1.4% 24,864 $6.5M
Quest Investment Management LLC 0.76% Add +18.1% 24,735 $6.5M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.58% Reduce -2.2% 24,698 $6.5M
Pinnacle Financial Partners, Inc. 0.05% Reduce -0.8% 24,666 $6.5M
Certified Advisory Corp 0.58% Add +3.9% 24,656 $6.5M
Penney Financial, LLC 2.45% Reduce -0.9% 24,416 $6.4M
Jacobsen Capital Management 2.16% Add +0.9% 24,371 $6.4M
Private Client Services, LLC 1.88% Add +11.3% 23,997 $6.3M
Mackenzie Financial Corp. 0.01% Reduce -4.8% 23,858 $6.2M
Family Investment Center, Inc. 1.20% Reduce -3.6% 23,825 $6.2M
Cathy Pareto & Associates, Inc. 4.19% Add +7.1% 23,814 $6.2M
West Bancorporation Inc. 3.09% Add +3.6% 23,672 $6.2M
Grove Bank & Trust 0.70% Add +1.1% 23,665 $6.2M
NewCorp Financial Services, Inc. 5.36% Add +2.1% 23,623 $6.2M
Pinnacle Financial Group, LLC / IL 1.69% Add +5.1% 23,572 $6.2M
Farrell Financial LLC 3.68% Reduce -4.0% 23,542 $6.2M
Walkner Condon Financial Advisors LLC 0.81% Add +3.2% 23,515 $6.2M
Aurelius Family Office LLC 2.67% Add +1.8% 23,464 $6.1M
Carr Financial Group Corp 1.62% Add +10.9% 23,459 $6.1M
Ritholtz Wealth Management 0.11% Add +27.4% 23,391 $6.1M
Rialto Wealth Management, LLC 1.37% Reduce -2.6% 23,359 $6.1M
Frontier Asset Management, LLC 1.28% Add +5.3% 23,311 $6.1M
First United Bank & Trust 1.98% Add +42.3% 23,257 $6.1M
Stonebridge Capital Advisors LLC 0.43% Add +1.2% 23,238 $6.1M
Winthrop Partners - WNY, LLC 3.24% Reduce -1.5% 23,193 $6.1M
S.A. Mason LLC 2.28% Add +6.7% 23,192 $6.1M
Citigroup Inc. 0.00% Add +4.3% 23,074 $6.0M
Mill Creek Capital Advisors, LLC 0.12% Add +0.1% 23,056 $6.0M
Baron Silver Stevens Financial Advisors, LLC 0.87% Reduce -0.7% 22,973 $6.0M
Xcelsior Advisor Partners LLC 2.30% Add +17.0% 22,969 $6.0M
Signature Estate & Investment Advisors LLC 0.12% Add +5.5% 22,913 $6.0M
Evercore Wealth Management, LLC 0.09% Reduce -0.0% 22,721 $6.0M
Kera Capital Partners, Inc. 0.72% Add +1.3% 22,486 $5.9M
Christine Messmer PC 3.75% Add +6.7% 22,386 $5.9M
McNaughton Wealth Management, LLC 2.42% Add +5.2% 22,329 $5.8M
RTD Financial Advisors, Inc. 0.71% Add +1.1% 22,161 $5.8M
Headinvest, LLC 1.19% Add +0.1% 22,121 $5.8M
Carter Financial, LLC 5.03% Reduce -0.9% 22,096 $5.8M
Fortis Capital Advisors, LLC 0.76% Add +42.8% 22,069 $5.8M
May Hill Capital, LLC 1.45% Reduce -5.2% 22,006 $5.8M
Councilor Wealth, LLC 2.79% Add +8.3% 21,974 $5.8M
Abacus Planning Group, Inc. 0.77% Reduce -3.8% 21,871 $5.7M
Integrated Advisors Network LLC 0.30% Add +3.4% 21,856 $5.7M
CWA Asset Management Group, LLC 0.20% Reduce -0.1% 21,848 $5.7M
Arbor Wealth Management LLC\AZ 5.63% Add +3.5% 21,827 $5.7M
Cypress Wealth Services, LLC 0.81% Reduce -1.5% 21,797 $5.7M
Aptus Capital Advisors, LLC 0.05% Reduce -8.4% 21,756 $5.7M
Ausdal Financial Partners, Inc. 0.25% Add +2.3% 21,598 $5.7M
GFS Advisors, LLC 0.36% Add +0.7% 21,325 $5.6M
Marathon Wealth Advisors LLC 2.29% Add +1.9% 21,314 $5.6M
Argent Trust Co 0.19% Add +101.4% 21,288 $5.6M
Brand Asset Management Group, Inc. 1.44% Add +10.0% 21,213 $5.6M
Modern Wealth Management, LLC 0.10% Reduce -2.5% 21,085 $5.6M
One Capital Management, LLC 0.15% Reduce -1.4% 21,145 $5.5M
Financial Insights, Inc. 1.79% Reduce -3.6% 21,110 $5.5M
Keystone Financial Group 0.38% Add +1.1% 21,106 $5.5M
Freestone Capital Holdings, LLC 0.17% Add +10.2% 21,087 $5.5M
Vanguard National Trust Co 0.35% — 21,072 $5.5M
Meridian Wealth Management, LLC 0.20% Reduce -0.3% 21,774 $5.5M
Newton One Investments LLC 1.49% Reduce -0.0% 21,005 $5.5M
DAVENPORT & Co LLC 0.03% Add +0.8% 20,913 $5.5M
Davidson Investment Advisors 0.24% Reduce -1.1% 20,910 $5.5M
Index Fund Advisors, Inc. 0.25% Add +0.3% 20,893 $5.5M
Condor Capital Management 0.46% Reduce -2.4% 20,869 $5.5M
First Heartland Consultants, Inc. 0.42% Add +3.6% 20,763 $5.4M
XML Financial, LLC 0.44% Add +1.4% 20,751 $5.4M
PW Nova Financial Services LLC 1.47% Add +1.7% 20,692 $5.4M
Stage Harbor Financial, LLC 3.58% Reduce -2.8% 20,587 $5.4M
McKinley Carter Wealth Services, Inc. 0.31% Reduce -3.9% 20,584 $5.4M
Cornerstone Wealth Management, LLC 0.27% Add +3.7% 20,419 $5.3M
JMG Financial Group, Ltd. 0.15% Add +2.9% 20,355 $5.3M
Smith Partners Wealth Management, LLC 4.75% Reduce -5.9% 20,245 $5.3M
Aspire Private Capital, LLC 1.19% Add +7.1% 20,189 $5.3M
Balanced Wealth Group LLC 1.89% Reduce -1.0% 20,141 $5.3M
Keyvantage Wealth, LLC 2.32% Add +2.1% 20,137 $5.3M
Bernardo Wealth Planning LLC 1.03% Add +2.5% 20,030 $5.2M
SageView Advisory Group, LLC 0.19% Reduce -4.4% 19,969 $5.2M
Ti-Trust, Inc. 3.11% Add +1.0% 19,962 $5.2M
Pathway Financial Advisors LLC 0.64% No change 19,674 $5.2M
Advisory Services Network, LLC 0.07% Reduce -1.9% 19,749 $5.2M
Plancorp, LLC 0.15% Add +0.6% 19,009 $5.2M
Thayer Financial, L.L.C. 5.24% Add +4.9% 19,621 $5.1M
Washington Growth Strategies LLC 3.35% Add +15.6% 19,589 $5.1M
Parkside Financial Bank & Trust 0.39% Reduce -1.9% 19,560 $5.1M
Compass Ion Advisors, LLC 0.49% Reduce -0.4% 19,461 $5.1M
Wilson & Boucher Capital Management, LLC 3.37% Add +0.1% 19,397 $5.1M
First Financial Corp. 2.00% Add +1.4% 19,392 $5.1M
WASHINGTON TRUST Co 0.17% Reduce -0.1% 19,345 $5.1M
Martel Wealth Advisors LLC 0.86% Reduce -0.4% 19,341 $5.1M
Gleason Group, Inc. 0.50% Reduce -0.0% 19,256 $5.0M
Meramec Financial Planners, LLC 1.99% Reduce -10.7% 17,555 $5.0M
American Alpha Advisors, LLC 2.94% No change 19,176 $5.0M
Box Hill Private Wealth LLC 4.94% Reduce -1.1% 19,094 $5.0M
Acorn Financial Advisory Services Inc. 0.68% Reduce -86.2% 19,072 $5.0M
First Hawaiian Bank 0.69% Reduce -1.3% 18,895 $4.9M
Arkadios Wealth Advisors 0.08% Add +5.9% 18,887 $4.9M
Claro Advisors Inc. 0.59% Add +3.0% 18,800 $4.9M
Independent Financial Group, LLC 0.11% Add +15.9% 18,715 $4.9M
Connable Office Inc. 0.48% Add +7.5% 18,689 $4.9M
Advisor OS, LLC 0.35% Add +16.1% 18,635 $4.9M
Cooke Wealth Management, LLC 4.30% Add +2.8% 18,520 $4.9M
BridgePort Financial Solutions, LLC 1.37% Add +4.2% 18,515 $4.8M
Fishman Jay A Ltd. 0.43% Reduce -1.6% 18,483 $4.8M
Factor Wealth Management LTD 0.91% Reduce -7.0% 18,433 $4.8M
IFG Advisors, LLC 0.79% Add +1.4% 18,408 $4.8M
KFA Private Wealth Group, LLC 1.16% Reduce -1.6% 18,388 $4.8M
Mokosak Advisory Group, LLC 1.20% Add +1.9% 18,302 $4.8M
RiverGlades Family Offices LLC 2.82% — 18,302 $4.8M
Patriot Financial Group Insurance Agency, LLC 0.27% Add +100.0% 18,288 $4.8M
Chris Bulman Inc 2.10% Reduce -2.1% 18,281 $4.8M
Magnolia Capital Advisors LLC 0.94% Reduce -48.6% 18,218 $4.8M
Lynch Asset Management, Inc. 1.59% Add +0.3% 18,150 $4.8M
Courier Capital LLC 0.27% Add +1.7% 18,137 $4.8M
Manchester Capital Management LLC 0.68% Reduce -4.3% 18,087 $4.7M
Warner Financial, Inc. 1.62% Add +1.1% 18,059 $4.7M
Calamos Wealth Management LLC 0.16% Add +0.9% 18,022 $4.7M
Calamos Advisors LLC 0.02% New 18,022 $4.7M
Align Financial, LLC 2.67% Reduce -99.3% 17,938 $4.7M
Salomon & Ludwin, LLC 0.42% Reduce -4.3% 17,743 $4.7M
One Day In July LLC 0.38% Add +1.1% 17,887 $4.7M
First Merchants Corp. 0.18% Reduce -2.1% 17,779 $4.7M
Veridan Wealth LLC 1.75% Add +0.3% 17,731 $4.6M
Cordoba Advisory Partners LLC 1.28% Add +3.3% 17,601 $4.6M
Allen Mooney & Barnes Investment Advisors LLC 0.67% Add +0.4% 17,655 $4.6M
Valtinson Bruner Financial Planning LLC 1.27% Reduce -8.8% 17,651 $4.6M
Sei Investments Co. 0.00% Reduce -32.2% 17,621 $4.6M
IF Advisors, LLC 3.24% Add +1.1% 17,518 $4.6M
Bay Harbor Wealth Management, LLC 1.19% Reduce -2.0% 17,510 $4.6M
United Bank 0.59% Reduce -4.7% 17,459 $4.6M
Laurel Oak Wealth Management, LLC 0.76% Add +0.8% 17,384 $4.6M
Kingsview Wealth Management, LLC 0.06% Add +14.0% 17,383 $4.6M
Barrett & Company, Inc. 1.56% Reduce -0.7% 17,362 $4.5M
Hartmann Taylor Wealth Management, LLC 2.98% Add +1.3% 17,212 $4.5M
Krilogy Financial LLC 0.14% Reduce -2.9% 16,097 $4.5M
Mgo One Seven LLC 0.09% Add +0.2% 17,111 $4.5M
Frazier Financial Advisors, LLC 2.47% Reduce -1.0% 17,058 $4.5M
Balentine LLC 0.18% Reduce -0.4% 17,016 $4.5M
Wealth Science Advisors LLC 2.51% No change 17,270 $4.5M
LongView Wealth Management 1.11% Reduce -12.5% 15,940 $4.4M
CWS Financial Advisors, LLC 1.13% Add +0.2% 16,904 $4.4M
Mather Group, Llc. 0.04% Add +2.1% 16,891 $4.4M
Columbia Asset Management 0.84% Add +19.9% 16,871 $4.4M
Prime Capital Investment Advisors, LLC 0.05% Reduce -0.3% 16,764 $4.4M
Waldron Private Wealth LLC 0.17% Reduce -17.1% 16,734 $4.4M
Robertson Stephens Wealth Management, LLC 0.12% Reduce -1.9% 16,728 $4.4M
Strategic Investment Solutions, Inc. 1.06% Add +6.0% 16,705 $4.4M
Thoroughbred Financial Services, LLC 0.26% Add +1.1% 16,680 $4.4M
Evanson Asset Management, LLC 0.23% Add +3.1% 16,670 $4.4M
Virtue Asset Management LLC 3.55% Add +1.2% 16,634 $4.4M
Financial Advisory Partners, LLC 1.23% Add +7.3% 16,625 $4.4M
Washington Trust Bank 0.32% Reduce -23.4% 16,555 $4.3M
Mayport, LLC 0.81% Add +3.5% 16,539 $4.3M
CoreCap Advisors, LLC 0.15% Reduce -2.2% 16,507 $4.3M
PFG Advisors 0.21% Add +2.7% 16,404 $4.3M
Mystic Asset Management, Inc. 0.99% Reduce -2.2% 16,380 $4.3M
AE Wealth Management LLC 0.02% Add +4.9% 16,350 $4.3M
Goldstone Financial Group, LLC 0.46% New 16,211 $4.2M
TFB Advisors LLC 2.22% Reduce -4.1% 16,179 $4.2M
Cove Private Wealth, LLC 0.96% Add +27.7% 15,980 $4.2M
Blueprint Investment Partners LLC 0.43% Add +2.5% 15,934 $4.2M
Wealth Alliance, LLC 0.41% Reduce -9.3% 15,909 $4.2M
Elevation Point Wealth Partners, LLC 0.10% Add +69.4% 15,883 $4.2M
Frank, Rimerman Advisors LLC 0.27% Reduce -16.3% 15,882 $4.2M
Valeo Financial Advisors, LLC 0.10% Reduce -5.3% 15,861 $4.2M
Wedbush Securities Inc. 0.12% Add +8.1% 15,858 $4.2M
Sagace Wealth Management LLC 2.81% Reduce -0.7% 15,833 $4.1M
Beacon Bridge Wealth Partners, LLC 1.39% Add +0.9% 15,825 $4.1M
Hopwood Nicholas Hunter 1.32% Add +2.3% 15,801 $4.1M
Optimist Retirement Group LLC 1.82% Reduce -6.2% 15,777 $4.1M
Midwest Financial Partners Investments, Inc. 2.19% Reduce -2.5% 15,758 $4.1M
Fort Point Capital Partners LLC 0.54% Reduce -0.9% 15,757 $4.1M
Indivisible Partners 0.36% Add +9.1% 15,745 $4.1M
Keybank National Association 0.01% Reduce -2.5% 15,731 $4.1M
Magnus Financial Group LLC 0.34% Reduce -3.3% 15,700 $4.1M
PCA Investment Advisory Services Inc. 1.37% Add +0.8% 15,671 $4.1M
Johnson Financial Group, Inc. 0.15% Reduce -5.8% 15,662 $4.1M
Fidelis Capital Partners, LLC 0.29% Add +3.5% 15,506 $4.1M
Roble, Belko & Company, Inc 0.51% Add +16.9% 15,400 $4.0M
Acorn Wealth Advisors, LLC 1.16% Add +12.2% 15,192 $4.0M
Sapient Capital LLC 0.06% Add +5.5% 15,191 $4.0M
waypoint wealth counsel 2.05% Reduce -1.2% 15,126 $4.0M
Permanent Capital Management, LP 0.61% Reduce -47.4% 13,892 $4.0M
Liberty Square Wealth Partners LLC 1.10% Reduce -8.8% 15,061 $3.9M
Arwa LLC 1.95% Add +8.3% 14,408 $3.9M
SBI Securities Co., Ltd. 0.11% Reduce -0.0% 15,016 $3.9M
FinDec Wealth Services, Inc. 4.80% Reduce -13.1% 14,994 $3.9M
Alpine Bank Wealth Management 0.57% Reduce -2.4% 14,969 $3.9M
Checchi Capital Advisers, LLC 0.27% Reduce -4.2% 14,962 $3.9M
Annis Gardner Whiting Capital Advisors, LLC 0.63% Add +9.5% 14,940 $3.9M
GenTrust, LLC 0.16% Reduce -9.3% 14,702 $3.9M
Family Capital Management, Inc. 1.71% Add +17.4% 14,649 $3.8M
Farmers & Merchants Investments Inc. 0.11% Add +2.7% 14,578 $3.8M
MY Wealth Management Inc. 3.67% Add +0.2% 17,081 $3.8M
Squire Investment Management Company, LLC 1.05% Add +16.2% 14,448 $3.8M
Cordant, Inc. 1.53% Reduce -3.8% 14,404 $3.8M
Destiny Wealth Partners, LLC 0.41% Add +0.0% 14,392 $3.8M
Greenwich Wealth Management LLC 0.15% Reduce -0.0% 14,362 $3.8M
Timmons Wealth Management, LLC 3.56% Add +2.0% 14,362 $3.8M
Yoffe Investment Management, LLC 4.81% No change 14,338 $3.8M
Highland Capital Management, LLC 0.20% Add +0.9% 14,332 $3.8M
Endeavor Private Wealth, Inc. 1.07% Reduce -21.0% 14,293 $3.7M
Glass Jacobson Investment Advisors llc 1.29% Add +8.9% 14,281 $3.7M
Financial Freedom, LLC 1.86% Reduce -11.0% 14,269 $3.7M
Mycio Wealth Partners, LLC 0.74% Add +0.2% 14,217 $3.7M
Orrstown Financial Services Inc. 0.62% Add +4.8% 14,217 $3.7M
Great Point Wealth Advisors, LLC 0.69% No change 14,204 $3.7M
Rathbones Group PLC 0.01% Reduce -1.6% 14,181 $3.7M
Maripau Wealth Management LLC 1.63% Add +5.1% 14,144 $3.7M
Larson Financial Group LLC 0.12% Reduce -13.7% 14,073 $3.7M
OpenArc Corporate Advisory, LLC 0.05% Add +20.4% 14,016 $3.7M
Owl Creek Wealth Partners LLC 1.31% — 13,998 $3.7M
Blueprint Financial Advisors LLC 0.54% Add +0.4% 13,973 $3.7M
Rhumbline Advisers 0.00% Add +41.3% 13,949 $3.7M
Grandview Asset Management LLC 1.07% Reduce -4.2% 13,901 $3.6M
Aegis Wealth Management LLC 2.08% Reduce -3.8% 13,880 $3.6M
Monument Group Wealth Advisors, LLC 2.02% Reduce -0.7% 13,878 $3.6M
Americana Partners, LLC 0.09% Add +7.7% 13,864 $3.6M
Great Lakes Advisors, LLC 0.03% Reduce -2.5% 13,834 $3.6M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 3.25% Add +10.2% 13,813 $3.6M
M Holdings Securities, Inc. 0.24% Reduce -7.4% 13,060 $3.6M
Cassilly Financial Group LLC 3.13% Add +3.0% 13,783 $3.6M
Chilton Investment Co. Inc. 0.08% New 13,774 $3.6M
Tortoise Investment Management, LLC 0.30% Add +3.8% 13,717 $3.6M
Brighton Jones LLC 0.08% New 13,650 $3.6M
Stone Summit Wealth LLC 0.99% Add +3.8% 13,599 $3.6M
Compass Planning Associates Inc 2.27% Add +2.3% 13,538 $3.5M
General Partner, Inc. 2.16% No change 13,534 $3.5M
Taylor & Morgan Wealth Management, LLC 2.01% Add +0.0% 13,440 $3.5M
Ironwood Investment Counsel, LLC 0.51% Add +0.0% 13,411 $3.5M
Osbon Capital Management LLC 2.85% Add +38.0% 13,353 $3.5M
Atlas Legacy Advisors, LLC 0.64% Reduce -0.6% 13,307 $3.5M
IHT Wealth Management, LLC 0.08% Reduce -0.3% 13,235 $3.5M
Meridian Financial Advisors, LLC 1.89% Reduce -3.1% 13,228 $3.5M
Minot DeBlois Advisors LLC 3.14% Reduce -1.4% 13,198 $3.5M
jvl associates llc 1.16% Reduce -0.1% 13,191 $3.5M
Ameritas Investment Partners, Inc. 0.11% Add +0.2% 13,117 $3.4M
West Financial Advisors, LLC 0.58% Add +0.6% 13,113 $3.4M
Orin Green Financial, LLC 1.41% Add +0.3% 13,110 $3.4M
Regal Investment Advisors LLC 0.20% Add +26.7% 13,071 $3.4M
Briggs Wealth Management, Inc 3.63% Add +2.3% 13,068 $3.4M
Causey Wealth LLC 1.44% Reduce -24.6% 12,982 $3.4M
Hexagon Capital Partners LLC 0.50% New 12,962 $3.4M
Gradient Capital Advisors, LLC 0.88% Reduce -0.7% 12,940 $3.4M
Old North State Wealth Management, LLC 1.56% Reduce -1.1% 12,868 $3.4M
Bragg Financial Advisors, Inc 0.11% Reduce -0.5% 12,839 $3.4M
Winter & Associates, Inc. 2.94% Add +40.1% 12,630 $3.4M
Marble Harbor Investment Counsel, LLC 0.36% Add +6.5% 12,769 $3.3M
Ridgewood Investments LLC 1.37% — 12,750 $3.3M
N.E.W. Advisory Services LLC 0.25% Add +2.4% 12,741 $3.3M
Objective Capital Management, LLC 3.37% Add +0.0% 12,737 $3.3M
Horizon Family Wealth, Inc. 1.76% Add +0.4% 12,732 $3.3M
Tritonpoint Wealth, LLC 0.36% Add +8.1% 12,717 $3.3M
Coordinated Financial Services, Inc. 1.94% Add +1.3% 12,684 $3.3M
Financial Planning Fort Collins, LLC 2.59% Add +8.1% 11,676 $3.3M
Asset One Wealth Management LLC 0.37% Add +374.0% 11,636 $3.3M
Empowered Funds, LLC 0.02% New 12,580 $3.3M
Edmond DE Rothschild Holding S.A. 0.05% No change 12,500 $3.3M
PAX Financial Group, LLC 0.56% Reduce -10.8% 12,464 $3.3M
Retirement Planning Group, LLC 0.10% Add +27.0% 12,442 $3.3M
HighPoint Advisor Group LLC 0.14% Add +3.3% 12,423 $3.3M
Kirtland Hills Capital Management, LLC 1.03% Reduce -18.2% 11,395 $3.2M
Tandem Financial, LLC 1.09% New 12,307 $3.2M
Farnam Financial LLC 2.64% Add +0.5% 12,256 $3.2M
Scott & Selber, Inc. 0.83% Add +3.3% 12,245 $3.2M
Creative Financial Designs Inc. 0.19% Reduce -2.3% 12,225 $3.2M
Wick Capital Partners, LLC 0.58% Reduce -2.1% 12,134 $3.2M
Gainplan LLC 2.38% Add +70.0% 12,124 $3.2M
Evermay Wealth Management LLC 0.35% Reduce -4.0% 12,123 $3.2M
Nadler Financial Group, Inc. 0.31% Reduce -22.7% 12,110 $3.2M
Astoria Strategic Wealth, Inc. 0.81% Add +0.9% 12,108 $3.2M
Cliftonlarsonallen Wealth Advisors, LLC 0.05% New 12,075 $3.2M
Envision Financial LLC 1.70% Reduce -1.0% 12,056 $3.2M
Greenup Street Wealth Management LLC 0.44% Add +15.7% 11,976 $3.1M
Spartan Wealth Advisory Services LLC 0.27% — 11,944 $3.1M
Canvas Wealth Advisors, LLC 0.53% Add +0.4% 11,920 $3.1M
Alesco Advisors, LLC, An ESL Co 0.08% Reduce -5.1% 11,901 $3.1M
Elwood & Goetz Wealth Advisory Group, LLC 0.53% Reduce -1.9% 11,884 $3.1M
Investment Advisory Group, LLC 0.79% Reduce -0.6% 11,818 $3.1M
Phillips Financial Management, LLC 0.22% Reduce -1.9% 11,816 $3.1M
Hummer Financial Advisory Services Inc 2.18% Add +1.5% 11,767 $3.1M
Boyd Wealth Management, LLC 1.30% Reduce -1.7% 11,717 $3.1M
Sax Wealth Advisors, LLC 0.15% No change 11,885 $3.1M
Mittelman Wealth Management 1.91% Reduce -25.4% 11,683 $3.1M
Allegheny Financial Group 0.41% Add +5.5% 11,665 $3.1M
Narus Financial Partners, LLC 0.80% Reduce -5.1% 11,654 $3.1M
Rebalance, LLC 0.18% Add +0.4% 11,591 $3.0M
Founders Grove Wealth Partners, LLC 0.69% Reduce -0.5% 11,590 $3.0M
BOS Asset Management, LLC 0.78% Add +0.5% 11,578 $3.0M
Baron Financial Group, LLC 1.63% Add +2.5% 11,550 $3.0M
Galvin, Gaustad & Stein, LLC 0.25% Reduce -37.2% 11,532 $3.0M
Gibson Wealth Advisors LLC 2.02% Reduce -0.3% 11,523 $3.0M
First National Bank of Omaha 0.09% Add +43.7% 11,470 $3.0M
Diversified Trust Co. 0.06% Add +7.6% 11,445 $3.0M
Washington Trust Advisors, Inc. 0.24% Add +7.3% 11,444 $3.0M
Roth Financial Partners LLC 1.02% Reduce -3.3% 11,385 $3.0M
Gladstone Institutional Advisory LLC 0.11% Add +20.6% 11,316 $3.0M
Columbia River Financial Group, LLC 1.72% Add +1.6% 11,314 $3.0M
Brookwood Investment Group LLC 0.38% Reduce -0.6% 11,278 $3.0M
Beam Wealth Advisors, Inc. 0.73% Reduce -13.0% 11,274 $3.0M
Strategic Equity Management 1.11% Reduce -5.9% 11,265 $3.0M
Smith, Moore & Co. 0.21% Reduce -0.1% 11,236 $2.9M
Capital Analysts, LLC 0.08% Add +7.9% 11,206 $2.9M
Graves Light Lenhart Wealth, Inc. 0.31% Add +1.1% 11,196 $2.9M
SkyOak Wealth, LLC 0.54% Add +0.5% 11,176 $2.9M
Strategic Family Wealth Counselors, L.L.C. 0.77% Add +0.8% 11,157 $2.9M
JFS Wealth Advisors, LLC 0.16% Add +2.4% 11,138 $2.9M
B. Riley Wealth Advisors, Inc. 0.19% Reduce -22.3% 11,488 $2.9M
McNamara Financial Services, Inc. 0.55% Reduce -3.2% 11,116 $2.9M
Pension & Wealth Management Advisors, Inc. 0.86% Reduce -0.5% 11,057 $2.9M
Summit Wealth Partners, LLC 0.46% Reduce -8.2% 11,053 $2.9M
Michelson Medical Research Foundation, Inc. 2.93% No change 11,010 $2.9M
Parker Financial LLC 1.15% Add +1.7% 11,009 $2.9M
Strategic Blueprint, LLC 0.17% Reduce -7.4% 10,909 $2.9M
New England Private Wealth Advisors LLC 0.33% Reduce -4.6% 10,893 $2.9M
Wilmington Savings Fund Society, FSB 0.07% Reduce -3.8% 10,862 $2.8M
Oxford Financial Group, LTD. LLC 0.15% Reduce -8.1% 10,861 $2.8M
Kelleher Financial Advisors 0.73% No change 10,854 $2.8M
Pacific Financial Group Inc. 1.52% Reduce -5.1% 10,797 $2.8M
Encompass Wealth Advisors, LLC 0.98% Add +0.4% 10,789 $2.8M
Tanager Wealth Management LLP 0.27% Add +8.3% 10,787 $2.8M
Westside Investment Management, Inc. 0.43% Add +2.0% 10,760 $2.8M
SHUTTLEWORTH & Co 2.55% New 10,760 $2.8M
Paragon Capital Management Inc. 2.39% Reduce -3.7% 10,759 $2.8M
Choate Investment Advisors 0.06% Add +136.0% 10,744 $2.8M
Welch & Forbes LLC 0.04% Reduce -0.8% 10,666 $2.8M
Heritage Trust Co 0.28% Add +6.4% 10,636 $2.8M
Intrinsic Value Partners, LLC 2.14% Add +0.9% 10,585 $2.8M
BTC Capital Management, Inc. 0.19% No change 10,526 $2.8M
Topel & Distasi Wealth Management, LLC 1.42% Add +0.7% 10,521 $2.8M
Klingman & Associates, LLC 0.13% Reduce -0.3% 10,463 $2.7M
Soltis Investment Advisors LLC 0.18% Add +7.1% 10,455 $2.7M
Viewpoint Capital Management LLC 1.28% No change 10,453 $2.7M
Investment Research & Advisory Group, Inc. 0.95% Reduce -2.2% 10,435 $2.7M
Octavia Wealth Advisors, LLC 0.26% Reduce -2.1% 10,430 $2.7M
City State Bank 0.71% Add +5.0% 10,406 $2.7M
Stock Yards Bank & Trust Co. 0.08% Add +1.0% 10,356 $2.7M
Security Financial Services, INC. 0.43% Reduce -2.7% 10,354 $2.7M
Capital Investment Advisors, LLC 0.04% Add +5.6% 10,339 $2.7M
Cary Street Partners Investment Advisory LLC 0.69% Add +21.4% 10,314 $2.7M
DecisionPoint Financial, LLC 0.58% Add +15.7% 10,238 $2.7M
Waters Parkerson & Co., LLC 0.14% Add +14.3% 10,206 $2.7M
Parsons Capital Management Inc. 0.12% Add +4.9% 10,123 $2.7M
Brighton Securities Corp. 1.27% Add +4.1% 10,069 $2.6M
Northstar Financial Companies, Inc. 2.10% Reduce -5.0% 10,062 $2.6M
Columbus Macro, LLC 0.28% Reduce -0.1% 10,055 $2.6M
First American Bank 0.16% Add +22.5% 9,994 $2.6M
Legacy Edge Advisors, LLC 0.27% Add +1.7% 9,939 $2.6M
Fairway Wealth LLC 0.69% Add +4.0% 9,919 $2.6M
Evoke Wealth, LLC 0.05% Add +20.6% 9,852 $2.6M
Radnor Capital Management, LLC 0.38% Add +0.6% 9,827 $2.6M
Red Crane Wealth Management, LLC 2.11% Reduce -1.6% 9,793 $2.6M
Legacy Advisors, LLC 0.30% Reduce -8.5% 9,784 $2.6M
Joseph P. Lucia & Associates, LLC 0.92% Reduce -0.2% 9,782 $2.6M
Scotia Capital Inc. 0.01% Reduce -12.5% 9,779 $2.6M
Zhang Financial LLC 0.09% Add +2.6% 9,744 $2.6M
Vontobel Holding Ltd. 0.01% Reduce -5.4% 9,735 $2.5M
Focus Financial Network, Inc. 0.09% Reduce -0.1% 9,718 $2.5M
Elevated Capital Advisors, LLC 0.64% Add +2.7% 9,665 $2.5M
Principle Wealth Partners LLC 0.14% Reduce -0.4% 9,637 $2.5M
Summit Wealth & Retirement Planning, Inc. 0.60% Add +7.1% 9,634 $2.5M
TFC Financial Management, Inc. 0.31% Reduce -3.0% 9,632 $2.5M
Simmons Bank 0.17% Add +2.5% 9,553 $2.5M
SOA Wealth Advisors, LLC. 0.47% Reduce -5.9% 9,539 $2.5M
Foundations Investment Advisors, LLC 0.03% Reduce -7.9% 9,532 $2.5M
Level Financial Advisors 0.63% Add +13.1% 9,503 $2.5M
Leo H. Evart, Inc. 2.13% — 9,497 $2.5M
Goelzer Investment Management, Inc. 0.12% Reduce -4.9% 9,464 $2.5M
Blue Trust, Inc. 0.03% Reduce -2.4% 9,463 $2.5M
Western Wealth Management, LLC 0.09% Add +4.2% 9,461 $2.5M
Argonautica Private Wealth Management, Inc. 0.75% Add +2.3% 9,436 $2.5M
Moneywise, Inc. 1.08% Reduce -6.8% 9,431 $2.5M
Hohimer Wealth Management, LLC 0.30% Add +8.7% 9,427 $2.5M
Wealthspan Partners, LLC 0.87% Add +3.2% 9,422 $2.5M
Strategies Wealth Advisors, LLC 0.25% Add +0.1% 9,392 $2.5M
SWP Financial LLC 1.25% Reduce -3.3% 9,371 $2.5M
Optas, LLC 0.37% Reduce -2.7% 9,364 $2.5M
Operose Advisors LLC 0.57% Reduce -25.2% 9,362 $2.5M
First Citizens Bank & Trust Co. 0.05% Reduce -3.9% 9,360 $2.5M
McCollum Christoferson Group LLC 0.74% Reduce -3.2% 9,343 $2.4M
Guardian Wealth Advisors, LLC / NC 0.15% Reduce -0.2% 9,297 $2.4M
Bailard, Inc. 0.06% No change 9,233 $2.4M
Silverlake Wealth Management LLC 0.51% Add +82.0% 9,215 $2.4M
MassMutual Private Wealth & Trust, FSB 0.07% Reduce -1.6% 9,210 $2.4M
Fiduciary Family Office, LLC 0.69% No change 9,201 $2.4M
Highline Wealth Partners LLC 0.62% Add +32.3% 9,197 $2.4M
Mitchell Sinkler & Starr 1.10% Add +3.7% 9,124 $2.4M
Conning Inc. 0.08% No change 9,084 $2.4M
Infinity Wealth Counsel, LLC 2.17% Add +0.5% 9,017 $2.4M
Peoples Financial Services Corp. 1.12% Add +3.1% 8,993 $2.4M
Holos Integrated Wealth LLC 1.19% Reduce -2.1% 8,853 $2.4M
Fortitude Family Office, LLC 0.53% Reduce -0.1% 8,967 $2.3M
Onyx Bridge Wealth Group LLC 0.25% Reduce -0.0% 8,966 $2.3M
Moisand Fitzgerald Tamayo, LLC 0.25% Reduce -3.2% 8,949 $2.3M
Advisors Capital Management, LLC 0.03% Reduce -33.2% 8,915 $2.3M
Nvest Financial, LLC 0.87% Add +504.6% 8,912 $2.3M
CGN Advisors LLC 0.18% Reduce -5.7% 8,851 $2.3M
Motley Fool Wealth Management, LLC 0.26% Reduce -4.0% 8,828 $2.3M
Eclectic Associates Inc. 0.31% Add +6.8% 8,827 $2.3M
PFG Investments, LLC 0.11% Add +5.6% 8,776 $2.3M
Dorsey & Whitney Trust CO LLC 0.13% Reduce -0.8% 8,772 $2.3M
Clear Creek Financial Management, LLC 0.18% Add +40.3% 8,750 $2.3M
Life Planning Partners, Inc 1.75% Add +4.2% 8,735 $2.3M
McCarter Private Wealth Services LLC 0.99% Add +9.9% 8,729 $2.3M
Moneco Advisors, LLC 0.18% Reduce -6.2% 8,673 $2.3M
Beaumont Financial Advisors, LLC 0.16% Add +4.1% 8,657 $2.3M
BCS Private Wealth Management, Inc. 0.68% No change 8,529 $2.2M
Cypress Point Wealth Management, LLC 0.48% No change 8,500 $2.2M
Cornerstone Advisors Asset Management, LLC 0.34% Reduce -8.1% 8,448 $2.2M
Kitching Partners, LLC 2.04% Add +31.1% 8,433 $2.2M
Boston Research & Management Inc. 0.52% Reduce -0.5% 8,360 $2.2M
Affinity Capital Advisors, LLC 0.31% Add +5.3% 8,332 $2.2M
SVB Wealth LLC 0.14% Reduce -17.6% 8,266 $2.2M
BCS Wealth Management 0.44% Reduce -49.1% 8,255 $2.2M
Integrity Alliance, Llc. 0.08% Add +19.7% 8,220 $2.2M
SeaCrest Wealth Management, LLC 0.23% Add +8.0% 8,218 $2.2M
Pine Valley Investments Ltd Liability Co 0.10% Reduce -2.6% 8,215 $2.2M
Noble Wealth Management PBC 1.10% Add +0.3% 8,160 $2.1M
Debussy Capital Management LP 0.30% Reduce -0.8% 8,155 $2.1M
Sagespring Wealth Partners, LLC 0.04% Add +14.2% 8,152 $2.1M
Smithbridge Asset Management Inc. 0.32% New 8,143 $2.1M
Morton Brown Family Wealth, LLC 0.56% Reduce -0.8% 8,103 $2.1M
Advocate Group LLC 0.33% Add +8.0% 8,102 $2.1M
Schneider Downs Wealth Management Advisors, LP 0.23% Reduce -0.8% 8,085 $2.1M
MidAtlantic Capital Management, Inc. 1.46% Add +0.8% 8,069 $2.1M
HUB Investment Partners, LLC 0.05% Add +99.1% 8,041 $2.1M
Beaird Harris Wealth Management, LLC 0.14% Reduce -2.2% 8,022 $2.1M
Elser Financial Planning, Inc 0.10% Reduce -7.5% 8,026 $2.1M
FDx Advisors, Inc. 0.67% Add +0.8% 8,004 $2.1M
Financial Planning Hawaii, Inc. 1.23% Add +4.6% 7,989 $2.1M
Y-Intercept (Hong Kong) Ltd 0.04% New 7,934 $2.1M
Mountain Hill Investment Partners Corp. 1.23% Add +2.1% 7,918 $2.1M
Canal Capital Management, LLC 0.28% Add +0.0% 7,916 $2.1M
Revolve Wealth Partners, LLC 0.27% Reduce -6.0% 7,895 $2.1M
Essex Bank 0.45% Reduce -1.3% 7,843 $2.1M
Callan Family Office, LLC 0.05% Add +0.2% 7,786 $2.0M
Lord & Richards Wealth Management, LLC 1.79% Add +3.3% 7,780 $2.0M
MADDEN SECURITIES Corp 0.61% Reduce -1.9% 7,766 $2.0M
AssuredPartners Investment Advisors, LLC 0.22% Add +3.2% 7,659 $2.0M
TPG Financial Advisors, LLC 0.66% Reduce -4.8% 7,760 $2.0M
Ferguson Wellman Capital Management, Inc. 0.03% New 7,728 $2.0M
Neuberger Berman Group LLC 0.00% Reduce -0.8% 7,688 $2.0M
TCI Wealth Advisors, Inc. 0.11% Reduce -0.2% 7,684 $2.0M
Tower Bridge Advisors 0.19% New 7,683 $2.0M
GC Wealth Management RIA, LLC 0.08% Add +8.7% 7,661 $2.0M
Sawgrass Asset Management LLC 0.30% Reduce -81.2% 7,640 $2.0M
Gryphon Financial Partners LLC 0.21% Add +3.5% 7,626 $2.0M
Pennsylvania Capital Management Inc. 0.57% No change 7,617 $2.0M
Park National Corp. 0.06% Add +62.3% 7,571 $2.0M
Sierra Capital LLC 0.22% No change 7,550 $2.0M
Market Street Wealth Management Advisors LLC 0.31% Reduce -2.2% 7,515 $2.0M
Hunter Associates Investment Management LLC 0.26% Add +0.6% 7,397 $2.0M
Silvercrest Asset Management Group LLC 0.01% Add +16.2% 7,464 $2.0M
United Financial Planning Group LLC 1.15% Reduce -3.9% 7,456 $2.0M
Howland Capital Management LLC 0.08% No change 7,456 $2.0M
Embree Financial Group 0.23% Add +0.2% 7,447 $2.0M
Berger Financial Group, Inc 0.11% Reduce -0.5% 7,392 $1.9M
Anderson Hoagland & Co. 0.17% Add +0.6% 7,373 $1.9M
Ironwood Financial, llc 0.34% Add +2.2% 7,353 $1.9M
Peak Asset Management, LLC 0.34% Reduce -3.6% 7,346 $1.9M
New England Asset Management Inc. 0.25% No change 7,340 $1.9M
Rockbridge Investment Management, LCC 0.17% Add +0.0% 7,319 $1.9M
Cadent Capital Advisors, LLC 0.51% Reduce -51.9% 7,309 $1.9M
LifePlan Investment Advisors, Inc. 0.75% Add +6.4% 7,309 $1.9M
Cahill Financial Advisors Inc. 0.21% Reduce -1.0% 7,262 $1.9M
Summit Investment Advisory Services, LLC 0.71% Add +1.6% 7,247 $1.9M
2UniFi Bank 0.92% Add +4.3% 7,237 $1.9M
Sovran Advisors, LLC 0.15% Add +7.8% 6,657 $1.9M
Kovack Advisors, Inc. 0.10% Reduce -6.7% 7,207 $1.9M
Valley Forge Investment Consultants Inc. Adv 0.57% Reduce -5.0% 7,210 $1.9M
Flow Traders U.S. LLC 0.06% Reduce -58.7% 7,199 $1.9M
Private Wealth Advisors, LLC 0.53% Reduce -0.8% 7,197 $1.9M
Duncker Streett & Co. Inc. 0.36% Add +0.3% 7,177 $1.9M
Sfm, LLC 1.14% Reduce -3.3% 7,176 $1.9M
Opulen Financial Group LLC 1.32% Reduce -0.1% 7,147 $1.9M
O'Connor Financial Group LLC 0.76% Reduce -3.0% 7,130 $1.9M
Colonial Trust Co / SC 0.25% Add +22.0% 7,113 $1.9M
Manuka Financial, LLC 1.15% Reduce -0.3% 7,091 $1.9M
Cranbrook Wealth Management, LLC 0.38% Reduce -22.0% 7,083 $1.9M
Bearing Point Capital, LLC 0.29% Reduce -11.0% 7,077 $1.9M
Flputnam Investment Management Co. 0.03% Add +1.1% 7,076 $1.9M
Sowell Financial Services LLC 0.07% Reduce -0.1% 7,047 $1.8M
Traveka Wealth, LLC 0.70% No change 7,028 $1.8M
VestGen Investment Management 1.01% Reduce -45.7% 7,024 $1.8M
21 West Wealth Management LLC 1.71% Reduce -1.3% 7,021 $1.8M
Mission Creek Capital Partners, Inc. 0.37% Add +8.0% 6,996 $1.8M
Sanchez Levi Garrett 1.15% — 6,979 $1.8M
Lake Street Private Wealth, LLC 0.23% Add +2.3% 6,976 $1.8M
Bridgewealth Advisory Group, LLC 0.38% Reduce -4.9% 6,972 $1.8M
Tillman Hartley LLC 0.46% Reduce -2.0% 6,969 $1.8M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.22% Add +0.3% 6,964 $1.8M
Sightline Wealth Advisors, LLC 0.77% Add +3.1% 6,951 $1.8M
Retirement Planning Co of New England, Inc. 0.74% Reduce -0.3% 6,933 $1.8M
Cibc World Market Inc. 0.00% Add +2.6% 6,931 $1.8M
Wiser Advisor Group LLC 2.19% Reduce -1.0% 6,916 $1.8M
Clarity Capital Advisors, LLC 0.84% Add +0.3% 6,873 $1.8M
Pioneer Wealth Management Group 0.50% Reduce -4.9% 6,869 $1.8M
Hall Capital Management Co. Inc. 0.64% Reduce -0.6% 6,321 $1.8M
Planwiser Financial, LLC 1.29% Reduce -5.4% 6,415 $1.8M
Perennial Investment Advisors, LLC 0.14% Reduce -1.9% 6,762 $1.8M
Verus Capital Partners, LLC 0.12% Reduce -3.0% 6,761 $1.8M
Susquehanna International Group, LLP 0.00% Reduce -79.3% 6,749 $1.8M
Ofc Financial Planning, LLC 1.73% Reduce -0.5% 6,728 $1.8M
Retirement Guys Formula LLC 0.81% Add +1.6% 6,730 $1.8M
Tred Avon Family Wealth, LLC 0.59% Reduce -2.9% 6,724 $1.8M
Partners in Financial Planning 0.29% Add +0.2% 6,715 $1.8M
Canandaigua National Trust Co of Florida 1.41% Add +2.0% 6,710 $1.8M
Sachem Hill LLC 0.34% Reduce -1.0% 6,699 $1.8M
Calder Financial LLC 1.74% Add +10.9% 6,660 $1.8M
Capital Squared Financial LLC 1.34% Add +14.1% 6,691 $1.8M
Petix & Botte Co 0.78% Reduce -53.2% 6,679 $1.7M
Strategic Advisory Partners, LLC 1.38% Reduce -4.6% 6,677 $1.7M
Downshift Financial, LLC 0.90% Add +28.7% 6,234 $1.7M
Collective Family Office LLC 0.39% Reduce -0.5% 6,665 $1.7M
Flagstar Securities, Inc. 0.63% Reduce -2.1% 6,664 $1.7M
Aaron Wealth Advisors LLC 0.10% Reduce -13.1% 6,643 $1.7M
DMKC Advisory Services, LLC 0.72% Add +8.0% 6,637 $1.7M
Lowe Brockenbrough & Co. Inc. 0.09% Reduce -0.3% 6,624 $1.7M
Storen Legacy Partners, LLC 0.54% Reduce -25.3% 6,618 $1.7M
Meridian Investment Counsel Inc. 0.41% Add +3.4% 6,611 $1.7M
Investment Partners, LTD. 0.62% Reduce -1.8% 6,611 $1.7M
Anchor Investment Management, LLC 0.14% Add +0.2% 6,604 $1.7M
Steffes Financial, Ltd. 0.91% Reduce -1.2% 6,601 $1.7M
GW&K Investment Management, LLC 0.02% Reduce -15.7% 6,599 $1.7M
Thrive Capital Management, LLC 0.38% Add +155.1% 6,571 $1.7M
Opus Financial Solutions LLC 1.62% Add +1.4% 6,561 $1.7M
Fearless Solutions, LLC dba Best Invest 1.03% Reduce -2.3% 6,545 $1.7M
Carl P. Sherr & Co., LLC 0.80% Add +3.1% 6,540 $1.7M
Aberdeen Wealth Management LLC 0.78% Add +9.3% 6,535 $1.7M
Gray Private Wealth, LLC 0.86% Reduce -1.0% 6,533 $1.7M
Private Trust Co. NA 0.15% Reduce -0.5% 6,533 $1.7M
Greenleaf Trust 0.02% Add +4.6% 6,524 $1.7M
Pacific Sun Financial Corp 0.82% Add +0.3% 6,494 $1.7M
Pachira Investments Inc. 0.79% Add +43.6% 6,454 $1.7M
Lavelle Capital LP 1.05% Add +0.1% 6,451 $1.7M
Revisor Wealth Management LLC 0.46% Add +9.0% 6,368 $1.7M
Geneos Wealth Management Inc. 0.04% Add +16.5% 6,357 $1.7M
Compass Financial Group, INC 0.23% Reduce -0.1% 6,349 $1.7M
Jeppson Wealth Management, LLC 0.52% No change 6,343 $1.7M
Williams Jones Wealth Management, LLC. 0.02% Add +6.3% 6,334 $1.7M
HCR Wealth Advisors 0.17% Add +0.0% 6,330 $1.7M
Traynor Capital Management, Inc. 0.10% Add +4.0% 6,527 $1.7M
Lee Financial Co 0.23% No change 6,290 $1.6M
Patron Partners, LLC 0.73% Reduce -2.0% 6,289 $1.6M
Dimension Capital Management LLC 0.23% Reduce -10.8% 6,275 $1.6M
Wisconsin Wealth Advisors, LLC 1.61% Add +4.8% 6,268 $1.6M
Capital City Trust Co. 0.37% Add +2.1% 6,246 $1.6M
Muirfield Wealth Advisors LLC 1.20% Add +6.1% 6,245 $1.6M
Lanark Financial, Inc. 0.12% Reduce -1.4% 6,231 $1.6M
Westover Capital Advisors, LLC 0.30% Reduce -0.1% 6,205 $1.6M
High Net Worth Advisory Group LLC 0.38% Reduce -2.0% 6,184 $1.6M
Seven Springs Wealth Group, LLC 0.38% Reduce -2.6% 6,171 $1.6M
Berkeley Capital Partners, LLC 0.37% Add +1.7% 6,167 $1.6M
Quadrant Capital Group LLC 0.05% Add +16.6% 6,145 $1.6M
Strategic Wealth Advisors LLC 1.29% Add +0.1% 6,141 $1.6M
Marquette Asset Management, LLC 0.24% Reduce -6.7% 6,137 $1.6M
Secure Asset Management, LLC 0.25% Add +67.5% 6,078 $1.6M
Lodestar Private Asset Management LLC 0.16% Add +6.4% 6,070 $1.6M
Schrum Private Wealth Management LLC 1.21% Add +2.0% 6,068 $1.6M
Independence Bank of Kentucky 0.20% Add +4.5% 6,050 $1.6M
Tranquility Partners, LLC 0.60% Add +5.9% 6,048 $1.6M
Bell Investment Advisors, Inc 0.25% Reduce -5.0% 6,041 $1.6M
Hilltop Holdings Inc. 0.14% Reduce -13.6% 6,019 $1.6M
Main Street Financial Solutions, LLC 0.12% Reduce -27.6% 6,013 $1.6M
Ascent Group, LLC 0.05% Reduce -6.3% 6,000 $1.6M
STAR Financial Bank 0.74% Reduce -11.6% 6,000 $1.6M
Westview Management dba Westview Investment Advisors 0.82% Add +41.2% 6,000 $1.6M
Romano Brothers and Company 0.18% Reduce -2.2% 5,995 $1.6M
Global Wealth Management Investment Advisory, Inc. 0.25% Reduce -4.6% 5,977 $1.6M
USAdvisors Wealth Management, LLC 0.52% Reduce -0.9% 6,162 $1.6M
Everhart Financial Group, Inc. 0.13% Reduce -1.1% 5,951 $1.6M
Cascade Financial Partners, LLC 0.16% Add +0.8% 5,924 $1.6M
Fulton Bank, N.A. 0.05% No change 5,912 $1.5M
Kendall Capital Management 0.32% No change 5,910 $1.5M
Simplicity Wealth,LLC 0.09% Reduce -32.9% 5,910 $1.5M
Tarbox Family Office, Inc. 0.25% Reduce -18.1% 5,906 $1.5M
Capstone Wealth Management Group LLC 0.95% Add +8.0% 5,899 $1.5M
Keel Point, LLC 0.10% Add +2.7% 5,874 $1.5M
Aprio Wealth Management, LLC 0.08% Add +45.9% 5,865 $1.5M
Dogwood Wealth Management LLC 0.67% No change 5,863 $1.5M
Transcend Capital Advisors, LLC 0.12% Reduce -3.0% 5,860 $1.5M
SigFig Wealth Management, LLC 0.04% Reduce -8.4% 5,851 $1.5M
Pines Wealth Management, LLC 0.50% Add +17.3% 5,848 $1.5M
Russell Investments Group, Ltd. 0.00% Add +29.3% 5,837 $1.5M
Rockwood Wealth Management, LLC 0.11% No change 5,829 $1.5M
Cornerstone Wealth Advisors, Inc. 0.35% Reduce -1.8% 5,814 $1.5M
Mairs & Power Inc. 0.02% Add +288.0% 5,805 $1.5M
C M Bidwell & Associates Ltd. 0.71% Reduce -4.0% 5,772 $1.5M
Madden Advisory Services, Inc. 0.59% Reduce -4.1% 5,763 $1.5M
Lam Group, Inc. 0.83% No change 5,750 $1.5M
Mustard Seed Financial, LLC 0.90% Add +6.3% 5,740 $1.5M
GuidedMoney, LLC 0.79% Add +0.5% 5,731 $1.5M
Luminist Capital LLC 2.01% Add +2.4% 5,728 $1.5M
Pallas Capital Advisors LLC 0.06% Add +190.0% 5,710 $1.5M
Stone Loft Wealth Management LLC 1.07% Add +355.8% 5,707 $1.5M
Uptick Partners, LLC 0.30% Add +1.3% 5,696 $1.5M
World Equity Group, Inc. 0.38% Add +2.8% 5,640 $1.5M
Clifford Swan Investment Counsel LLC 0.05% Reduce -6.7% 5,627 $1.5M
180 Wealth Advisors, LLC 0.17% Add +2.1% 5,570 $1.5M
Amara Financial, Llc. 1.00% Add +0.3% 5,547 $1.5M
Graetz Wealth LLC 1.30% Add +0.3% 5,544 $1.5M
New Covenant Trust Company, N.A. 1.30% Reduce -7.7% 5,541 $1.5M
Fiduciary Alliance LLC 0.09% Add +8.2% 5,208 $1.4M
Cerity Partners Retirement Plan Advisors LLC 0.73% — 5,466 $1.4M
Spire Wealth Management 0.05% Reduce -5.1% 5,466 $1.4M
First Horizon Corp. 0.06% Add +4.4% 5,462 $1.4M
DBK Financial Counsel, LLC 1.08% Reduce -1.3% 5,445 $1.4M
Lionshead Wealth Management, LLC 1.05% Add +4.7% 5,425 $1.4M
Cooper Financial Group 0.14% Add +18.6% 5,394 $1.4M
Autumn Glory Partners, LLC 0.52% No change 5,386 $1.4M
Defined Wealth Management, LLC 0.83% Add +1.0% 5,386 $1.4M
King Wealth Management Group 0.18% No change 5,381 $1.4M
Anchyra Partners LLC 0.43% Add +10.3% 5,361 $1.4M
Beacon Advisors Holdings, LLC 0.75% No change 5,360 $1.4M
Cabot-Wellington, LLC 0.41% Add +0.1% 5,354 $1.4M
Topsail Wealth Management, LLC 0.21% Reduce -6.8% 5,340 $1.4M
Cidel Asset Management Inc. 0.08% Reduce -1.6% 5,334 $1.4M
Selby Wealth Management, LLC 0.55% Reduce -1.9% 5,320 $1.4M
Summit Global Investments 0.08% Add +338.6% 5,316 $1.4M
WealthTrust Asset Management, LLC 0.83% Reduce -0.6% 5,307 $1.4M
Oak Wealth Advisors LLC 0.76% No change 5,294 $1.4M
Carnegie Investment Counsel 0.03% Reduce -3.8% 5,284 $1.4M
Global Strategic Investment Solutions, LLC 0.14% Add +0.2% 5,241 $1.4M
Claris Financial LLC 0.75% Add +8.4% 5,233 $1.4M
Grove Street Fiduciary, LLC 0.60% No change 5,210 $1.4M
Bond & Devick Financial Network, Inc. 0.38% Reduce -2.1% 5,209 $1.4M
Trinity Financial Advisors LLC 0.39% Reduce -0.3% 5,209 $1.4M
FIDELIS iM, LLC 0.52% No change 5,200 $1.4M
Asempa Wealth Advisors 1.19% Add +0.3% 5,169 $1.4M
Wingate Wealth Advisors, Inc. 0.73% Add +2.3% 5,189 $1.4M
Nabity-Jensen Investment Management Inc 0.94% Reduce -0.4% 5,181 $1.4M
Gibson Capital, LLC 0.25% No change 5,176 $1.4M
Strategic Financial Concepts, LLC 0.33% Add +378.5% 5,168 $1.4M
Delta Financial Advisors LLC 0.35% Add +7.5% 5,159 $1.4M
Guardsman Private Capital Management, Inc. 1.05% Reduce -22.5% 5,130 $1.3M
Norris Perne & French LLP 0.07% No change 5,121 $1.3M
Founders Financial Alliance, LLC 0.24% Reduce -3.1% 5,118 $1.3M
SwitchPoint Financial Planning, LLC 0.90% Add +1.8% 5,095 $1.3M
First Business Financial Services, Inc. 0.12% Add +0.6% 5,070 $1.3M
Paulson Wealth Management Inc. 0.31% Reduce -4.1% 5,050 $1.3M
North Star Investment Management Corp. 0.08% Add +3.9% 5,044 $1.3M
Twin Focus Capital Partners, LLC 0.15% Add +51.9% 5,030 $1.3M
SHP Wealth Management 0.10% Add +65.7% 5,016 $1.3M
Sunburst Financial Group, LLC 0.25% Reduce -23.8% 5,012 $1.3M
Camelot Portfolios, LLC 0.98% Reduce -22.7% 4,995 $1.3M
M3 Advisory Group, LLC 0.80% Add +5.5% 4,978 $1.3M
O'ROURKE & COMPANY, Inc 0.51% Reduce -4.9% 4,952 $1.3M
Hourglass Capital, LLC 0.27% New 4,925 $1.3M
Richardson Financial Services Inc. 0.81% Reduce -1.5% 4,918 $1.3M
Tompkins Financial Corp. 0.10% Reduce -22.3% 4,915 $1.3M
Capstone Wealth Management Group, LLC 0.54% No change 4,906 $1.3M
Kennicott Capital Management LLC 0.70% Reduce -5.5% 4,895 $1.3M
Strategic Financial Partners, Ltd. 0.55% Reduce -0.1% 4,883 $1.3M
Pathfinder Wealth Consulting, Inc. 0.83% Reduce -13.9% 4,880 $1.3M
SC&H Financial Advisors, Inc. 0.19% Add +0.1% 4,874 $1.3M
Cohen Investment Advisors LLC 0.60% Add +8.4% 4,852 $1.3M
Vicus Capital 0.09% Add +0.0% 4,842 $1.3M
Cornerstone Wealth Group, LLC 0.08% Reduce -16.0% 4,454 $1.3M
Medallion Wealth Advisors, LLC 0.41% Reduce -0.5% 4,828 $1.3M
Marshall Financial Group, LLC 0.20% Reduce -0.3% 4,829 $1.3M
Tme Financial, Inc. 0.88% Reduce -11.6% 4,827 $1.3M
John W. Brooker & Co., CPAs 1.98% Add +127.4% 4,807 $1.3M
SteelPeak Wealth, LLC 0.04% Reduce -1.9% 4,796 $1.3M
Quadrant Private Wealth Management, LLC 0.19% Add +8.1% 4,790 $1.3M
Addison Capital Co 0.22% Reduce -75.4% 4,775 $1.3M
Vilga Financial Planning LLC 1.11% No change 4,763 $1.2M
First Interstate Bank 0.07% Add +1.3% 4,757 $1.2M
Mosaic Family Wealth Partners, LLC 0.13% No change 4,756 $1.2M
Nations Financial Group Inc, /Ia/ 0.06% Reduce -0.8% 4,751 $1.2M
Plante Moran Financial Advisors, LLC 0.08% Add +1.4% 4,749 $1.2M
Beacon Financial Group 0.12% Add +0.0% 4,741 $1.2M
Kiley Juergens Wealth Management, LLC 0.22% New 4,725 $1.2M
JHP Wealth Management, LLC 1.18% Add +109.8% 4,724 $1.2M
Hegarty Advisors, LLC 0.97% Reduce -0.9% 4,714 $1.2M
Harmony Asset Management LLC 0.38% Add +4.5% 4,712 $1.2M
Liberty Wealth Management LLC 0.15% Reduce -8.0% 4,642 $1.2M
Brown Brothers Harriman & Co. 0.01% Reduce -14.8% 4,702 $1.2M
Hiley Hunt Wealth Management 0.54% Reduce -0.6% 4,691 $1.2M
NorthStar Asset Management LLC 0.59% Add +0.9% 4,691 $1.2M
Verdence Capital Advisors LLC 0.07% Add +25.6% 4,683 $1.2M
Luminvest Wealth Management LLC 0.32% Add +1.8% 4,674 $1.2M
Trivium Point Advisory, LLC 0.22% Reduce -22.2% 4,676 $1.2M
Dagco, Inc. 0.26% Reduce -2.2% 4,661 $1.2M
Sound Financial Strategies Group, LLC 0.83% Add +19.1% 4,654 $1.2M
Graney & King, LLC 0.66% Add +8.2% 4,651 $1.2M
Sargent Investment Group, LLC 0.16% No change 4,651 $1.2M
Trevian Wealth Management LLC 0.60% Add +0.0% 4,643 $1.2M
Jag Capital Management, LLC 0.14% No change 4,627 $1.2M
Blue Bell Private Wealth Management, LLC 0.17% Reduce -0.7% 4,617 $1.2M
1ST Source Bank 0.06% Add +11.4% 4,606 $1.2M
Probity Advisors, Inc. 0.19% No change 4,598 $1.2M
Hibernia Wealth Partners, LLC 0.36% Add +10.3% 4,595 $1.2M
Summa Corp. 0.50% New 4,577 $1.2M
Federation des caisses Desjardins du Quebec 0.00% Reduce -4.1% 4,556 $1.2M
Elm3 Financial Group, LLC 1.01% Add +39.4% 4,556 $1.2M
ATLas Financial Planning LLC 1.07% Add +0.3% 4,547 $1.2M
Cassaday & Co Wealth Management LLC 0.03% Add +1.0% 4,527 $1.2M
Sunbeam Capital Management, LLC 0.68% Add +0.3% 4,526 $1.2M
Freedom Financial Partners LLC 0.42% Reduce -1.0% 4,524 $1.2M
Ascentis Independent Advisors 0.09% New 4,515 $1.2M
GLR Partners, LLC 0.64% — 4,509 $1.2M
Vista Investment Management 0.40% Reduce -0.9% 4,505 $1.2M
Intrua Financial, LLC 0.13% Reduce -19.6% 4,498 $1.2M
Ranch Capital Advisors Inc. 0.43% Add +3.2% 4,487 $1.2M
Oxbow Advisors, LLC 0.10% No change 4,484 $1.2M
National Philanthropic Trust 0.01% No change 4,474 $1.2M
Stockman Wealth Management, Inc. 0.13% Reduce -1.0% 4,454 $1.2M
Charter Oak Capital Management, LLC 0.09% Add +14.5% 4,443 $1.2M
Landmark Wealth Management, LLC 0.31% Add +8.1% 4,440 $1.2M
MorganRosel Wealth Management, LLC 0.46% Reduce -26.2% 4,440 $1.2M
Catalyst Financial Partners LLC 0.14% Add +20.7% 4,415 $1.2M
Facet Wealth, Inc. 0.02% Add +29.8% 4,406 $1.2M
Bath Savings Trust Co 0.12% Add +14.7% 4,398 $1.2M
Cardiff Park Advisors, LLC 0.09% Add +0.3% 4,386 $1.1M
Absolute Capital Management, LLC 0.38% Add +16.7% 4,382 $1.1M
Cannon Wealth Management Services, LLC 0.77% Add +6.9% 4,361 $1.1M
Lincoln Capital LLC 0.22% Reduce -0.1% 4,365 $1.1M
Consultiva Wealth Management, Corp. 3.31% No change 4,355 $1.1M
Asset Allocation & Management Company, LLC 0.43% No change 4,345 $1.1M
AlTi Global, Inc. 0.02% Reduce -29.8% 4,343 $1.1M
Confluence Wealth Services, Inc. 0.04% Add +18.6% 4,331 $1.1M
Harbor Group, Inc. 0.16% Reduce -19.1% 4,325 $1.1M
Bank of Marin 0.82% No change 4,300 $1.1M
Fisher Asset Management 0.00% Add +16.2% 4,281 $1.1M
Brio Consultants, LLC 0.14% Reduce -3.4% 3,909 $1.1M
TABR Capital Management, LLC 1.03% Reduce -6.1% 4,275 $1.1M
Compass Capital Corp. /Ma/ 0.40% Reduce -1.1% 3,890 $1.1M
Bedel Financial Consulting, Inc. 0.13% Add +0.2% 4,263 $1.1M
Millington Financial Advisors, LLC 0.47% Reduce -0.1% 3,937 $1.1M
Stillwater Capital Advisors, LLC 0.13% No change 4,250 $1.1M
Armbruster Capital Management, Inc. 0.18% Add +0.6% 4,249 $1.1M
Arrowroot Family Office, LLC 0.37% Add +4.3% 4,248 $1.1M
Upper Left Wealth Management, LLC 0.66% Reduce -6.9% 4,239 $1.1M
4Thought Financial Group Inc. 0.55% Add +34.4% 4,238 $1.1M
Biltmore Family Office, LLC 0.15% No change 4,226 $1.1M
Modus Advisors, LLC 0.30% Reduce -39.4% 4,212 $1.1M
Asset Dedication, LLC 0.08% Reduce -13.1% 4,211 $1.1M
Fiera Capital Corp 0.00% Reduce -15.9% 4,202 $1.1M
Entrust Financial LLC 0.77% Reduce -0.8% 4,196 $1.1M
Merrithew & Thorsten Inc 1.04% No change 4,194 $1.1M
Kuhn & Co Investment Counsel 0.71% Add +2.3% 4,184 $1.1M
L.K. Benson & Company, P.C. 0.36% Reduce -0.2% 4,162 $1.1M
CPA Asset Management Group, LLC 0.36% No change 4,117 $1.1M
Security National Bank of So Dak 0.52% Reduce -1.5% 4,110 $1.1M
Centaurus Financial, Inc. 0.05% Add +10.4% 4,090 $1.1M
Rosenblum Silverman Sutton S F Inc. 0.28% Add +1.7% 4,088 $1.1M
Laurel Wealth Planning LLC 0.56% Reduce -0.2% 4,085 $1.1M
Beese Fulmer Investment Management, Inc. 0.07% Add +0.1% 4,085 $1.1M
Avantax Planning Partners, Inc. 0.03% Add +87.2% 4,078 $1.1M
71 West Capital Partners 0.05% Add +21.2% 4,074 $1.1M
Twin Peaks Wealth Advisors, LLC 0.27% Add +0.9% 4,064 $1.1M
Post Resch Tallon Group Inc. 0.86% Add +5.2% 4,036 $1.1M
Naples Global Advisors, LLC 0.08% Add +0.6% 4,052 $1.1M
Kintra Wealth, LLC 0.07% New 4,046 $1.1M
WealthShield Partners, LLC 0.12% Add +4.1% 4,003 $1.0M
Investment Counsel Co. of Nevada 2.36% Add +0.4% 4,002 $1.0M
BSW Wealth Partners 0.13% Reduce -9.7% 3,958 $1.0M
Lee Danner & Bass Inc. 0.07% Reduce -0.1% 3,956 $1.0M
Donalies Financial Planning, LLC 0.88% Add +2.8% 3,952 $1.0M
Balboa Wealth Partners 0.17% Add +54.0% 3,951 $1.0M
Disciplined Investments, LLC 0.37% Reduce -1.2% 3,950 $1.0M
Riverview Trust Co 1.27% Reduce -3.4% 3,948 $1.0M
Geometric Wealth Advisors 0.13% Add +2.6% 3,938 $1.0M
Range Advisory, LLC 0.19% Add +76.3% 3,932 $1.0M
Innovative Wealth Building LLC 0.72% Add +1.5% 3,914 $1.0M
Piedmont Capital Management, LLC 0.68% No change 3,900 $1.0M
Cordgrass Capital Advisors, LLC 0.24% Add +50.4% 3,884 $1.0M
Outbound Financial Inc 0.76% No change 3,869 $1.0M
Deutsche Bank AG 0.00% Reduce -41.3% 3,854 $1.0M
GEM Asset Management, LLC 0.44% Reduce -3.4% 3,845 $1.0M
Trust Co. of Toledo NA 0.10% Add +10.5% 3,843 $1.0M
Heritage Family Offices, LLP 0.45% New 3,839 $1.0M
Integrity Wealth Solutions LLC 0.39% Reduce -0.5% 3,817 $1000K
Blom & Howell Financial Planning, Inc. 0.98% Reduce -52.5% 3,801 $996K
Regatta Capital Group, LLC 0.15% No change 3,798 $995K
Libra Wealth LLC 0.28% Reduce -2.5% 3,797 $995K
FC Advisory LLC 0.29% Add +2.1% 3,797 $994K
National Bank of Canada 0.00% Reduce -10.9% 3,777 $989K
Essex LLC 0.17% Add +0.4% 3,766 $986K
Valpey Financial Services, LLC 0.64% Add +1.6% 3,759 $985K
North Capital, Inc. 0.83% Add +0.4% 3,729 $977K
Keewaydin Investments LLC 0.31% Add +3.2% 3,722 $975K
Diversified Portfolios, Inc. 0.08% Reduce -0.1% 3,722 $975K
Flagship Wealth Advisors, LLC 0.42% Reduce -8.6% 4,099 $971K
Zacks Investment Management 0.01% Add +6.6% 3,702 $970K
Glassman Wealth Services 0.13% No change 3,680 $964K
Snowwater Investment Partners, LLC 0.91% Add +16.1% 3,667 $960K
FreeGulliver LLC 0.40% Add +0.4% 3,644 $954K
Pinnacle Wealth Planning Services, Inc. 0.10% Add +1.1% 3,643 $954K
Dala Group, LLC 0.79% Reduce -48.6% 3,630 $951K
River Wealth Advisors LLC 0.11% Reduce -8.9% 3,623 $949K
Atlas Capital Advisors Inc. 0.11% Reduce -1.3% 3,620 $948K
Ascent Advisors, LLC 1.74% — 3,620 $948K
Franklin, Parlapiano, Turner & Welch, LLC 0.23% No change 3,345 $947K
V2 Financial group LLC 0.44% Add +5.9% 3,614 $947K
D'Orazio & Associates, Inc. 0.12% Add +12.4% 3,594 $941K
Madison Wealth Partners, Inc 0.15% Add +26.8% 3,590 $940K
Athena Investment Management 0.49% Add +22.7% 3,581 $938K
Grange Capital, LLC 0.93% Reduce -33.6% 3,579 $937K
Capital Investment Advisory Services, LLC 0.07% Add +0.3% 3,575 $936K
Fortis Capital Management LLC 0.13% Add +0.1% 3,575 $936K
HORAN Wealth, LLC 0.09% Add +103.8% 3,624 $935K
Shayne & Jacobs, LLC 0.29% Add +6.8% 3,566 $934K
Capital Asset Managemnet, LLC 1.05% Add +0.8% 3,563 $933K
Coastline Trust Co 0.09% Reduce -20.4% 3,560 $932K
First National Trust Co 0.03% Add +1.2% 3,548 $929K
Waterford Advisors, LLC 0.29% Reduce -2.0% 3,654 $928K
Financial Advisors Network, Inc. 0.13% Reduce -27.9% 3,536 $926K
Vista Investment Partners Ii, LLC 0.41% Add +30.9% 3,522 $922K
Eagle Bluffs Wealth Management LLC 0.36% Reduce -3.8% 3,512 $920K
DiNuzzo Private Wealth, Inc. 0.10% No change 3,875 $920K
Passive Capital Management, LLC. 0.27% No change 3,502 $917K
OVERSEA-CHINESE BANKING Corp Ltd 0.03% New 3,500 $917K
Caitlin John, LLC 0.55% Reduce -3.3% 3,489 $914K
Droms Strauss Advisors Inc. /Mo/ 0.24% Reduce -6.8% 3,487 $913K
Fort Washington Investment Advisors Inc. 0.01% Reduce -1.3% 3,486 $913K
BXM Wealth LLC 0.70% Reduce -94.9% 3,460 $906K
GAMMA Investing LLC 0.04% Reduce -2.0% 3,454 $905K
Winthrop Capital Management, LLC 0.23% Reduce -4.7% 3,448 $903K
Bridgewater Advisors Inc. 0.05% Reduce -17.4% 3,160 $903K
Sterling Wealth Advisors Inc 0.51% Reduce -5.0% 3,151 $902K
Pearl Planning LLC 0.48% Reduce -0.1% 3,442 $902K
Caldwell Trust Co 0.08% Reduce -0.4% 3,440 $901K
Guyasuta Investment Advisors Inc. 0.05% Add +7.5% 3,440 $901K
Ballast Financial Advisors LLC 0.92% Add +7.2% 3,438 $901K
Segment Wealth Management, LLC 0.05% No change 3,431 $899K
Verus Financial Partners, Inc. 0.08% Reduce -2.6% 3,214 $898K
Cannell & Spears LLC 0.02% Add +14.9% 3,429 $898K
Quadcap Wealth Management, LLC 0.10% Add +0.5% 3,428 $898K
Trust Point Inc. 0.08% Add +1.8% 3,414 $894K
Keating Financial Advisory Services, Inc. 0.14% Reduce -16.9% 3,401 $891K
Oakworth Capital, Inc. 0.05% Add +86.8% 3,399 $890K
American Money Management, LLC 0.14% Reduce -0.3% 3,396 $890K
S&T Bank 0.33% Reduce -45.8% 3,383 $886K
Pacific Point Advisors, LLC 0.47% Reduce -0.2% 3,382 $886K
Evernest Financial Advisors, LLC 0.18% Reduce -0.3% 3,120 $885K
Southland Equity Partners LLC 0.17% Add +2.9% 3,376 $884K
Mayflower Financial Advisors, LLC 0.11% Add +0.0% 3,351 $878K
MJP Associates Inc. 0.11% Reduce -4.3% 3,347 $877K
Hill Island Financial LLC 0.21% Reduce -9.6% 3,347 $877K
Sidoxia Capital Management, LLC 0.76% — 3,345 $876K
Pecaut & Co. 0.28% Reduce -1.9% 3,345 $876K
Human Investing LLC 0.13% Add +8.7% 3,338 $874K
Zions Bancorporation, National Association 0.06% Add +12.6% 3,335 $874K
Oakmont Advisory Group, LLC 0.89% Add +25.5% 3,322 $870K
Hughes Financial Services, LLC 0.13% No change 3,319 $869K
Corsicana & Co. 0.55% Reduce -1.5% 3,911 $867K
Arista Wealth Management, LLC 0.11% No change 3,298 $864K
Prosperity Consulting Group, LLC 0.04% No change 3,283 $860K
Golden State Wealth Management, LLC 0.09% Reduce -2.5% 3,279 $859K
Hirtle & Co., LLC 0.03% Reduce -11.6% 3,274 $858K
Nilsine Partners, LLC 0.07% Add +1.8% 3,018 $856K
Spirepoint Private Client, LLC 0.08% Add +34.3% 3,257 $853K
Jefferson Bridge Capital, LLC 0.85% Add +1.4% 3,256 $853K
Smith Asset Management Co., LLC 0.73% Add +4.7% 3,255 $853K
Conservest Capital Advisors, Inc. 0.08% Reduce -15.6% 3,248 $851K
Advyzon Investment Management, LLC 0.08% Add +12.3% 3,245 $850K
Community Trust & Investment Co. 0.05% Add +2.9% 3,235 $847K
Waterloo Capital, L.P. 0.06% Reduce -0.5% 3,232 $847K
Farmers National Bank 0.19% Add +4.3% 3,230 $846K
Advocate Investing Services LLC 0.72% Reduce -2.7% 3,226 $845K
New Wave Wealth Advisors LLC 0.30% Add +4.5% 3,222 $844K
Abacus Wealth Partners, LLC 0.08% Reduce -12.0% 3,199 $838K
Nestegg Advisors, Inc. 0.74% Add +0.6% 3,198 $838K
Meridian Wealth Partners, LLC 0.11% Reduce -4.8% 3,197 $837K
ARK & TLK Investments, LLC 0.23% Reduce -0.3% 3,169 $830K
Willis Johnson & Associates, Inc. 0.05% Reduce -26.0% 3,153 $826K
Townsquare Capital LLC 0.19% Reduce -4.3% 3,151 $825K
Midland Wealth Advisors, LLC 0.04% Reduce -0.5% 3,141 $823K
Northstar Group, Inc. 0.12% Add +0.1% 3,138 $822K
Innovative Asset Advisors Group, LLC 0.47% — 452 $822K
Elyxium Wealth, LLC 0.26% Add +0.3% 3,137 $822K
Bangor Savings Bank 0.07% Reduce -0.3% 3,136 $821K
Elevatus Welath Management 0.43% Reduce -18.7% 3,122 $818K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.34% Reduce -0.7% 3,112 $815K
Tactive Advisors, LLC 0.23% Add +0.3% 3,112 $815K
Sound Income Strategies, LLC 0.04% Add +25.1% 3,091 $814K
Miller Capital Partners, Inc. 0.39% No change 3,097 $811K
Moss Adams Wealth Advisors LLC 0.06% No change 3,097 $811K
MA Private Wealth 0.14% Reduce -1.2% 3,072 $805K
Howard Financial Services, LTD. 0.09% New 3,067 $803K
Kestra Investment Management, LLC 0.01% Add +48.9% 3,053 $800K
Birchcreek Wealth Management, LLC 0.38% Reduce -5.3% 3,047 $798K
Carroll Advisory Group, LLC 0.31% Reduce -33.5% 3,039 $796K
Marathon Strategic Advisors, LLC 0.57% Reduce -0.1% 3,033 $794K
Freedom Investment Management, Inc. 0.23% Reduce -4.7% 3,012 $789K
Investor's Fiduciary Advisor Network, LLC 0.24% Add +1.6% 3,012 $788K
Pettyjohn, Wood & White, Inc. 0.13% Reduce -0.5% 3,005 $787K
Avidian Wealth Enterprises, LLC 0.02% Add +7.2% 2,997 $785K
Brooklyn Investment Group 0.02% Add +51.1% 2,994 $784K
Clark Wealth Partners 0.53% No change 2,992 $784K
Ballast Rock Private Wealth LLC 0.43% Add +20.2% 2,983 $781K
J2 Capital Management Inc 0.54% Add +5.8% 2,980 $781K
Fiduciary Financial Group, LLC 0.10% Add +3.3% 2,961 $776K
Truvestments Capital LLC 0.14% Add +2.8% 2,948 $772K
Ewa, LLC 0.17% Reduce -18.5% 2,941 $770K
Ashton Thomas Securities, LLC 0.10% Reduce -0.5% 2,939 $770K
Aspire Growth Partners LLC 0.53% Add +17.5% 2,936 $769K
Wellspring Financial Advisors, LLC 0.06% Reduce -17.9% 2,930 $767K
Fairscale Capital, LLC 0.53% No change 2,923 $766K
Concentrum Wealth Management 0.23% New 2,917 $764K
Amplius Wealth Advisors, LLC 0.06% Add +0.2% 2,916 $764K
PGIM Custom Harvest LLC 0.01% Add +13.2% 2,916 $764K
Ritter Daniher Financial Advisory LLC / DE 0.13% Add +1.0% 2,913 $763K
McLean Asset Management Corp 0.13% Add +0.1% 2,908 $762K
Certuity, LLC 0.05% No change 2,897 $759K
Matrix Private Capital Group LLC 0.37% Reduce -12.1% 2,897 $759K
Madison Asset Management, LLC 0.01% Reduce -1.8% 2,893 $758K
Becker Capital Management Inc. 0.02% Reduce -42.3% 2,892 $757K
Astoria Portfolio Advisors LLC. 0.16% Add +3.2% 2,670 $757K
Rockland Trust Co. 0.03% Add +0.2% 2,881 $755K
Allodium Investment Consultants, LLC 0.36% Add +77.3% 2,880 $754K
Diversified Management Inc. 0.13% Add +0.1% 2,865 $750K
Victory Financial Group, LLC 0.09% Add +101.3% 2,864 $750K
Harbor Investment Advisory, LLC 0.06% Reduce -14.7% 2,862 $750K
Sterling Capital Management LLC 0.01% No change 2,860 $749K
Solstein Capital, LLC 0.31% Add +0.3% 2,859 $749K
Planning Directions Inc. 0.38% Reduce -3.6% 2,850 $746K
Washburn Capital Management, Inc. 0.43% Add +98.1% 2,841 $744K
Westmount Partners, LLC 0.18% Reduce -8.9% 2,836 $743K
Clayton Financial Group LLC 0.38% Reduce -23.4% 2,831 $741K
Searle & Co. 0.19% Add +12.9% 2,823 $739K
Bryn Mawr Trust Advisors, LLC 0.04% Add +0.6% 2,815 $737K
Curi Capital, LLC 0.01% Reduce -18.1% 2,814 $737K
Stratos Investment Management, LLC 0.03% Add +0.5% 2,813 $737K
Cooper/Haims Advisors, LLC 0.35% No change 2,804 $734K
Mascagni Wealth Management, Inc. 0.52% Reduce -0.9% 2,797 $733K
Websterrogers Financial Advisors, LLC 0.21% Add +6.9% 2,796 $732K
First Community Trust NA 0.54% Add +11.3% 2,791 $731K
TCTC Holdings, LLC 0.02% No change 2,784 $729K
Fund Advisors of America Inc 0.74% Add +0.2% 2,781 $728K
Atwater Malick LLC 0.20% No change 2,775 $727K
Riverpoint Wealth Management Holdings, LLC 0.15% Add +0.7% 2,774 $727K
MPWM Advisory Solutions, LLC 0.38% Reduce -8.3% 2,757 $722K
Summit Wealth Group LLC / Co. 0.08% Add +63.8% 2,749 $720K
Outlook Wealth Advisors, LLC 0.17% Reduce -2.1% 2,742 $718K
Stonebridge Financial Planning Group, LLC 0.26% Add +1.3% 2,729 $715K
WJ Financial Advisors LLC 0.58% Add +2.6% 2,726 $714K
Adirondack Trust Co. 0.24% Add +11.8% 2,701 $707K
MBL Wealth, LLC 0.05% No change 2,700 $707K
Aspen Grove Capital, LLC 0.14% Add +0.2% 2,694 $706K
Wescott Financial Advisory Group, LLC 0.06% Reduce -4.5% 2,680 $702K
Pinnacle Bancorp, Inc. 0.21% Add +8.7% 2,675 $701K
Seek First Inc. 0.49% Reduce -1.3% 2,672 $700K
McGuire Investment Group, LLC 0.08% Add +0.6% 2,671 $700K
Astra Wealth Partners LLC 0.44% Add +27.3% 2,660 $697K
Wealth Dimensions Group, Ltd. 0.14% Add +6.9% 2,656 $696K
Denver PWM, LLC 0.24% Reduce -8.4% 2,412 $695K
Northbridge Financial Group, LLC 0.30% No change 2,516 $695K
Pandi, LLC 0.11% New 2,644 $693K
Werba Rubin Papier Wealth Management 0.10% Reduce -4.0% 2,642 $692K
Fulcrum Wealth Advisors, LLC 0.57% Add +23.9% 2,639 $691K
Birch Hill Investment Advisors LLC 0.03% Add +0.6% 2,636 $690K
Eagle Strategies LLC 0.08% Add +1.5% 2,632 $689K
Convergence Financial, LLC 0.07% Add +93.3% 2,560 $689K
Camden National Bank 0.09% Reduce -1.3% 2,621 $686K
Kelman-Lazarov, Inc. 0.10% Add +9.8% 2,616 $685K
Rothschild Investment LLC 0.04% Reduce -1.3% 2,615 $685K
Members Trust Co 0.02% Reduce -1.1% 2,614 $685K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -50.6% 2,611 $684K
Darden Wealth Group Inc 0.35% Add +72.8% 2,610 $684K
Thompson Davis & Co., Inc. 0.46% No change 2,607 $683K
Grandfield & Dodd, LLC 0.04% No change 2,599 $681K
Truepoint, Inc. 0.02% Add +0.7% 2,592 $679K
CDKV Holdings LLC 0.59% Add +0.4% 2,581 $676K
Integrated Wealth Management 0.77% Add +16.3% 2,574 $674K
Flywheel Private Wealth LLC 0.38% No change 2,572 $674K
Heritage Investment Group, Inc. 0.10% No change 2,570 $673K
LRI Investments, LLC 0.06% No change 2,566 $672K
CFS Investment Advisory Services, LLC 0.05% Reduce -1.8% 2,357 $671K
Sara-Bay Financial 0.20% Add +2.4% 2,542 $666K
EFG International AG 0.01% Add +0.2% 2,542 $666K
Lutz Financial Services LLC 0.04% No change 2,541 $666K
Rodgers & Associates, LTD 0.07% Reduce -26.3% 2,526 $662K
Fingerlakes Wealth Management, Inc. 0.44% Add +1.7% 2,524 $661K
LPWM LLC 0.17% Add +7.2% 2,523 $661K
Bison Wealth, LLC 0.06% Reduce -5.3% 2,302 $658K
Cape Investment Advisory, Inc. 0.22% Add +10.6% 2,508 $657K
Sandhill Capital Partners LLC 0.06% Reduce -4.2% 2,502 $655K
Triumph Capital Management 0.13% Reduce -2.8% 2,498 $654K
Glaxis Capital Management, LLC 0.82% No change 2,497 $654K
Transcendent Capital Group LLC 0.30% Reduce -1.0% 2,486 $651K
Thayer Partners, LLC / MA 0.31% Add +1.3% 2,484 $651K
Coastal Bridge Advisors, LLC 0.05% Reduce -3.1% 2,474 $648K
First Trust Advisors LP 0.00% Add +18.9% 2,471 $647K
FF Advisors,LLC 0.26% Reduce -29.3% 2,284 $647K
NWF Advisory Services Inc. 0.07% Add +15.0% 2,452 $642K
Keebeck Wealth Management 0.07% Reduce -2.3% 2,449 $642K
Kavar Capital Partners Group, LLC 0.08% Add +0.0% 2,448 $641K
FAS Wealth Partners, Inc. 0.04% Reduce -1.4% 2,425 $635K
Advisory Resource Group 0.11% Reduce -7.9% 2,423 $635K
Bank of New Hampshire 0.15% Reduce -1.8% 2,423 $635K
Advisory Alpha, LLC 0.02% Add +6.0% 2,421 $634K
German American Bancorp, Inc. 0.05% Add +3.8% 2,417 $633K
Elk River Wealth Management LLC 0.11% No change 2,416 $633K
Sepio Capital, LP 0.03% Add +0.3% 2,410 $631K
Lyell Wealth Management, LP 0.05% No change 2,408 $631K
Keeler & Nadler Financial Planning & Wealth Management 0.21% Reduce -0.5% 2,398 $628K
Churchill Financial Advisors, LLC 0.13% Add +1.4% 2,396 $628K
Heck Capital Advisors, LLC 0.05% Add +0.2% 2,391 $626K
Hancock Whitney Corp. 0.01% Add +67.3% 2,199 $625K
Old Second National Bank of Aurora 0.13% No change 2,385 $625K
Novem Group 0.07% Reduce -7.8% 2,385 $625K
Redwood Family Wealth LLC 0.61% Reduce -8.0% 2,379 $623K
Jacobi Capital Management LLC 0.03% Add +18.8% 2,374 $622K
1900 Wealth Management LLC 0.04% No change 2,360 $618K
Peregrine Asset Advisers, Inc. 0.17% Add +13.8% 2,356 $617K
Fortress Private Ledger, LLC 0.19% Add +25.0% 2,355 $617K
Financial Management, Inc. 0.58% Add +0.2% 2,353 $616K
Leo Wealth, LLC 0.04% Reduce -5.2% 2,353 $616K
Crescent Grove Advisors, LLC 0.06% Add +53.5% 2,352 $616K
Keystone Financial Services 0.18% No change 2,344 $614K
Tenzing Financial LLC 0.46% Reduce -0.1% 2,218 $612K
Platform Technology Partners 0.12% Add +4.0% 2,338 $612K
Cascade Wealth Advisors, Inc 0.27% Reduce -1.1% 2,123 $612K
Powerhouse Assets LLC 0.53% Add +0.0% 2,335 $611K
Penobscot Wealth Management 0.18% Add +1.5% 2,334 $611K
Capstone Wealth Management, Inc. 0.52% Reduce -1.5% 2,297 $608K
Gerber Kawasaki Wealth & Investment Management 0.02% Reduce -2.4% 2,318 $607K
Compass Capital Management, Inc. 0.04% Reduce -2.6% 2,317 $607K
Smith Chas P & Associates Pa Cpas 0.03% Reduce -8.0% 2,312 $606K
Brown, Lisle/Cummings, Inc. 0.15% Add +0.0% 2,309 $605K
Francis Financial, Inc. 0.11% Reduce -0.9% 2,308 $605K
FSM Wealth Advisors, LLC 0.08% Add +14.6% 2,308 $604K
Angeles Wealth Management, LLC 0.03% Add +10.3% 2,303 $603K
Meridian Financial Partners LLC 0.23% Add +41.9% 2,270 $603K
Kaizen Financial Strategies 0.25% Add +50.7% 2,148 $600K
Bernicke Wealth Management, Ltd. 0.08% No change 2,273 $595K
Milestone Investment Advisors LLC 0.14% Add +0.3% 2,271 $595K
NTV Asset Management LLC 0.07% No change 2,268 $594K
Obermeyer Wealth Partners 0.03% Add +6.7% 2,268 $594K
Quest 10 Wealth Builders, Inc. 0.52% Reduce -0.3% 2,266 $594K
Spinnaker Trust 0.03% Reduce -18.9% 2,262 $592K
First County Bank 0.32% Add +3.6% 2,258 $591K
Gen-Wealth Partners Inc 0.19% No change 2,253 $590K
Brave Asset Management Inc. 0.14% New 2,247 $589K
KRM Wealth Management L.L.C. 0.31% Add +0.4% 2,245 $588K
Principal Financial Group Inc. 0.00% No change 2,244 $588K
Hutchens & Kramer Investment Management Group, LLC 0.18% Add +26.3% 2,226 $583K
Tolleson Wealth Management, Inc. 0.08% Add +11.9% 2,217 $581K
Round Rock Advisors LLC 0.09% Reduce -7.5% 2,216 $580K
Allen Capital Group, LLC 0.05% Reduce -0.5% 2,211 $579K
Prosperity Bancshares Inc 0.46% Reduce -0.2% 2,204 $577K
Balanced Rock Investment Advisors LLC 0.40% Add +2.3% 2,199 $576K
Linscomb Wealth, Inc. 0.03% Reduce -4.3% 2,194 $575K
Cambridge Financial Group, LLC 0.19% Reduce -32.1% 2,191 $574K
Carret Asset Management, LLC 0.06% Add +0.1% 2,190 $574K
Keb Asset Management, LLC 0.11% Reduce -6.4% 2,185 $572K
WealthCare Investment Partners, LLC 0.16% Add +0.3% 2,118 $564K
Benchmark Financial Wealth Advisors, LLC 0.16% Reduce -0.1% 2,149 $563K
Bar Harbor Wealth Management 0.03% Add +16.8% 2,146 $562K
IMG Wealth Management, Inc. 0.36% No change 2,143 $561K
RCS Financial Planning, LLC 0.29% Add +11.2% 2,137 $560K
Nest Investments, LLC 0.45% Add +17.5% 2,133 $559K
Unified Investment Management 0.58% Add +10.3% 2,133 $559K
City Holding Co. 0.07% Add +0.1% 2,121 $556K
Accel Wealth Management 0.14% Reduce -18.9% 2,121 $555K
Atala Financial Inc 0.37% No change 2,098 $555K
Stevens Capital Partners 0.13% Add +13.5% 2,116 $554K
KCM Investment Advisors LLC 0.02% Reduce -67.0% 2,115 $554K
Chapin Davis, Inc. 0.12% Reduce -7.7% 2,112 $553K
Wealth Care LLC 0.49% — 2,110 $553K
Nicholas Wealth, LLC. 0.38% Add +55.0% 2,102 $550K
Appleton Partners Inc. 0.04% Reduce -0.8% 2,095 $549K
JM2 Capital Inc. 0.46% No change 2,096 $549K
Ameriflex Group, Inc. 0.28% Add +9.8% 2,091 $548K
Jim Saulnier & Associates, LLC 0.27% Add +33.0% 2,090 $547K
My Personal CFO, LLC 0.24% Reduce -28.3% 2,089 $547K
Bravera Wealth 0.25% Add +38.2% 2,087 $547K
Moors & Cabot, Inc. 0.02% Reduce -8.1% 2,087 $547K
Sequent Planning LLC 0.13% Add +5.3% 2,085 $546K
Vident Advisory, LLC 0.00% Add +9.3% 2,079 $545K
TPG Advisors LLC 0.34% Add +29.8% 2,073 $543K
Parcion Private Wealth LLC 0.03% New 2,069 $542K
Fairview Capital Investment Management, LLC 0.03% Reduce -61.0% 2,068 $542K
Main Street Group, LTD 0.17% Reduce -1.1% 2,062 $540K
55 North Private Wealth, LLC 0.14% Add +0.2% 2,061 $540K
Urban Financial Advisory Corp 0.19% Add +15.1% 2,060 $540K
Atlas Brown,Inc. 0.16% Add +78.9% 2,057 $539K
Waystone Advisors LLC 0.48% Reduce -1.8% 2,056 $539K
Front Row Advisors LLC 0.18% No change 2,055 $538K
Transamerica Financial Advisors, LLC 0.05% Add +65.3% 2,054 $538K
UMB Bank, n.a. 0.01% Reduce -12.2% 2,047 $536K
Florida Financial Advisors, LLC 0.13% Add +15.6% 2,046 $536K
Stephen J. Garry & Associates, LLC 0.43% No change 2,041 $535K
Total Clarity Wealth Management, Inc. 0.13% Reduce -0.2% 2,039 $534K
Comprehensive Money Management Services LLC 0.35% No change 2,039 $534K
Prospera Capital Management, LLC 0.27% No change 2,038 $534K
Private Wealth Asset Management, LLC 0.06% Reduce -8.9% 2,037 $534K
Stanley-Laman Group, Ltd. 0.07% New 2,036 $533K
Fortitude Advisory Group L.L.C. 0.24% Add +31.1% 2,034 $533K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -2.8% 2,034 $533K
Newport Capital Group, LLC 0.32% Reduce -1.0% 2,030 $532K
Silver Grove Financial Group, Inc. 0.43% New 2,030 $532K
Lynx Investment Advisory 0.25% New 2,024 $530K
IFC Advisors LLC 0.08% Reduce -95.9% 2,022 $530K
Wiregrass Investment Management LLC 0.44% No change 2,018 $529K
Clearstead Trust, LLC 0.09% Reduce -1.6% 2,015 $528K
Center For Asset Management LLC 0.26% Reduce -21.2% 2,010 $527K
Granite Harbor Advisors, Inc. 0.23% No change 2,010 $526K
Wealth Management Nebraska 0.05% No change 2,008 $526K
Team Hewins, LLC 0.16% Reduce -0.1% 2,007 $526K
Covenant Asset Management, LLC 0.11% Add +3.9% 2,003 $525K
Insight Advisors, LLC/ PA 0.10% Add +10.7% 2,002 $524K
United Advisor Group, LLC 0.06% Reduce -1.5% 2,001 $524K
Finward Bancorp 0.42% Add +16.3% 1,997 $523K
Elevation Wealth Partners, LLC 0.19% Add +0.1% 1,996 $523K
Peirce Capital Management, LLC 0.20% New 1,995 $523K
MCF Advisors LLC 0.02% Add +105.8% 1,992 $522K
Prosperitas Financial LLC 0.19% Add +66.5% 1,981 $519K
Family CFO Inc 0.23% Reduce -8.6% 1,978 $518K
Rede Wealth, LLC 0.19% Add +5.0% 1,978 $518K
Independent Wealth Network Inc. 0.15% New 1,973 $517K
IFC & Insurance Marketing, Inc. 0.54% Reduce -10.2% 1,973 $517K
Melone Private Wealth, LLC 0.21% No change 1,972 $516K
NBT Bank, N.A. 0.03% Add +1.8% 1,971 $516K
Roehl & Yi Investment Advisors, LLC 0.19% Add +1.1% 4,125 $516K
Nova R Wealth, Inc. 0.16% Reduce -9.8% 1,968 $515K
Ullmann Wealth Partners Group, LLC 0.05% No change 1,968 $515K
Key Financial Inc 0.09% Add +0.1% 1,967 $515K
Capital Advisors, Ltd. LLC 0.06% Reduce -5.7% 1,962 $514K
Adamsbrown Wealth Consultants LLC 0.14% Add +2.8% 1,957 $512K
Keystone Financial Services, LLC 0.34% Reduce -1.7% 1,954 $512K
Harbour Investment Management LLC 0.28% No change 1,952 $511K
Capital Square, LLC 0.24% Reduce -21.2% 1,799 $510K
Lodestone Wealth Management LLC 0.20% Add +0.1% 1,945 $509K
Granite Bay Wealth Management, LLC 0.11% Add +54.9% 1,942 $509K
Walter & Keenan Wealth Management LLC /in/ 0.14% Reduce -5.2% 1,929 $505K
Baker Tilly Wealth Management, LLC 0.12% Add +7.3% 1,915 $502K
Busey Bank 0.01% Add +19.9% 1,914 $501K
Venturi Wealth Management, LLC 0.02% Reduce -0.1% 1,905 $499K
Horst & Graben Wealth Management LLC 0.07% No change 1,755 $498K
LJI Wealth Management, LLC 0.08% Add +29.1% 1,897 $497K
Alta Wealth Advisors LLC 0.16% Add +0.3% 1,897 $497K
Penobscot Investment Management Company, Inc. 0.04% Reduce -18.6% 1,891 $495K
Vestia Personal Wealth Advisors 0.23% Add +0.6% 1,881 $493K
LCNB Corp. 0.17% No change 1,875 $491K
Physician Wealth Advisors, Inc. 0.07% No change 1,869 $490K
McMillan Office, Inc. 0.06% No change 1,865 $488K
Osprey Private Wealth LLC 0.14% Add +67.7% 1,858 $487K
Vision Capital Management, Inc. 0.06% Add +0.2% 1,851 $485K
Calton & Associates, Inc. 0.07% Reduce -9.1% 1,851 $485K
Global Financial Private Client, LLC 0.16% Add +2.4% 1,849 $484K
Bakala Capital LLC 2.32% Add +0.4% 1,839 $482K
KLCM Advisors, Inc. 0.04% No change 1,836 $481K
Founders Financial Securities LLC 0.03% Reduce -48.3% 1,758 $480K
Midwestern Financial, LLC 0.38% Add +0.4% 1,831 $480K
Wells Financial Advisors INC 2.18% Reduce -74.4% 1,828 $479K
TrustWell Financial Advisors, LLC 0.45% No change 1,820 $477K
Christensen, King & Associates Investment Services, Inc. 0.20% Add +0.1% 1,816 $476K
Rik Saylor Financial, Inc. 0.36% Add +0.1% 1,813 $475K
Summitry LLC 0.02% Add +2.9% 1,804 $473K
Per Stirling Capital Management, LLC. 0.05% Add +25.2% 1,801 $472K
Vigilare Wealth Management 0.16% Reduce -76.0% 1,800 $472K
Brown Miller Wealth Management, LLC 0.13% No change 1,800 $471K
American Financial & Tax Strategies Inc. 0.23% No change 1,796 $470K
Parsonex Advisory Services, Inc. 0.46% Reduce -9.2% 1,793 $470K
Pitcairn Wealth Advisors LLC 0.04% Reduce -83.8% 1,816 $469K
First Financial Bankshares Inc 0.01% No change 1,788 $468K
Montecito Bank & Trust 0.08% Reduce -26.7% 1,786 $468K
Relyea Zuckerberg Hanson LLC 0.05% Add +0.1% 1,783 $467K
Silver Oak Advisory Group, Inc. 0.20% Add +0.1% 1,784 $467K
International Assets Investment Management, LLC 0.03% Reduce -1.2% 1,766 $465K
Strategic Financial Services, Inc. 0.02% Add +10.3% 1,772 $464K
Seven Mile Advisory 0.33% No change 1,768 $463K
Douglass Winthrop Advisors, LLC 0.01% Reduce -24.8% 1,761 $461K
Dahring | Cusmano LLC 0.28% Add +0.4% 1,761 $461K
TBH Global Asset Management, LLC 0.09% New 1,759 $461K
Northwest Wealth Management, LLC 0.07% Reduce -18.9% 1,759 $461K
Town Capital LLC 0.37% Add +9.2% 1,758 $460K
Parr McKnight Wealth Management Group, LLC 0.06% Add +33.8% 1,754 $459K
Lifeworks Advisors, LLC 0.06% Add +2.4% 1,750 $458K
River's Edge Wealth Management, LLC 0.43% Reduce -1.3% 1,616 $458K
Armstrong Henry H Associates Inc. 0.05% No change 1,745 $457K
DGS Capital Management, LLC 0.08% Add +1.4% 1,744 $457K
Archer Investment Corp 0.10% Reduce -2.4% 1,735 $455K
Wealthedge Investment Advisors, LLC 0.17% Reduce -18.7% 1,734 $454K
Fortune Financial Group, Inc. 0.41% Add +117.6% 1,734 $454K
Beacon Investment Advisory Services, Inc. 0.02% Reduce -3.7% 1,733 $454K
Middleton & Co. Inc. 0.05% No change 1,730 $453K
Bell Bank 0.02% Reduce -10.2% 1,728 $453K
Resolute Wealth Strategies, LLC 0.19% Add +16.8% 1,722 $451K
UNIVEST FINANCIAL Corp 0.03% Reduce -16.0% 1,719 $450K
PFW Advisors LLC 0.14% No change 1,714 $449K
TOWER TRUST & INVESTMENT Co 0.29% Add +5.7% 1,712 $448K
Covestor Ltd 0.31% Add +3.6% 1,704 $447K
Oarsman Capital, Inc. 0.06% Add +56.5% 1,706 $447K
Tumwater Wealth Management, LLC 0.18% Reduce -13.1% 1,705 $447K
LMG Wealth Partners, LLC 0.08% No change 1,698 $445K
HM Payson & Co. 0.01% Reduce -3.9% 1,697 $444K
Synergy Financial Group, LTD 0.33% Reduce -20.9% 1,696 $444K
Westbourne Investments, Inc. 0.21% No change 1,690 $443K
Miller Financial Services LLC 0.49% Add +0.2% 1,679 $440K
KPP Advisory Services LLC 0.06% Reduce -1.6% 1,679 $440K
49 Wealth Management, LLC 0.03% Add +0.2% 1,673 $438K
Stratos Wealth Advisors, LLC 0.03% Reduce -93.8% 1,671 $438K
Global Wealth Strategies & Associates 0.11% Add +341.1% 1,663 $436K
Madison Park Capital Advisors, LLC 0.34% Add +2.4% 1,654 $433K
Invst, LLC 0.05% Reduce -7.7% 1,653 $433K
Riverview Capital Advisers, LLC 0.14% Reduce -96.8% 1,652 $433K
Templeton & Phillips Capital Management, LLC 0.35% No change 1,652 $433K
Weitzel Financial Services, Inc. 0.16% No change 1,641 $432K
Journey Strategic Wealth LLC 0.01% Reduce -4.4% 1,647 $431K
Golden Bell Financial Planning LLC 0.34% Reduce -1.6% 1,646 $431K
LifeGuide Financial Advisors, LLC 0.14% No change 1,646 $431K
HHM Wealth Advisors, LLC 0.05% Reduce -16.3% 1,645 $431K
Investment Planning Advisors, Inc. 0.12% Add +3.3% 1,643 $430K
Tocqueville Asset Management L.P. 0.01% Add +0.5% 1,642 $430K
Valley National Advisers Inc. 0.06% Reduce -6.7% 1,643 $430K
HBK Sorce Advisory LLC 0.01% Add +1.7% 1,492 $430K
Mascoma Wealth Management LLC 0.09% Reduce -1.9% 1,639 $429K
First National Bank of Mount Dora, Trust Investment Services 0.09% Reduce -0.6% 1,639 $429K
Selective Wealth Management, Inc. 0.13% Add +23.6% 1,529 $427K
Forum Financial Management, LP 0.01% Add +37.5% 1,628 $426K
Griffin Asset Management, Inc. 0.05% Reduce -8.1% 1,627 $426K
Buck Wealth Strategies, LLC 0.05% Reduce -24.1% 1,627 $426K
Patrick M Sweeney & Associates, Inc. 0.27% Reduce -1.1% 1,625 $426K
Millstone Evans Group, LLC 0.26% Add +7.8% 1,624 $425K
Intergy Private Wealth, LLC 0.12% Reduce -0.7% 1,621 $425K
LexAurum Advisors, LLC 0.06% — 1,617 $424K
Kwmg, LLC 0.04% Add +0.9% 1,614 $423K
Pillar Financial Advisors, LLC 0.25% Reduce -0.4% 1,613 $422K
Blake Schutter Theil Wealth Advisors, LLC 0.34% Add +0.4% 1,609 $421K
Silver Oak Securities, Incorporated 0.03% Reduce -85.9% 1,604 $420K
Altiora Financial Group, LLC 0.07% No change 1,603 $420K
Eastern Bank 0.01% Add +153.2% 1,603 $420K
Coastwise Capital Group, LLC 0.23% No change 1,602 $419K
Nomura Asset Management Co. Ltd. 0.00% Add +60.0% 1,600 $419K
Fort Sheridan Advisors LLC 0.05% New 1,594 $418K
REDW Wealth LLC 0.17% Reduce -14.9% 1,580 $414K
River Street Advisors LLC 0.14% No change 1,580 $414K
New Insight Wealth Advisors 0.15% Reduce -4.0% 1,579 $414K
Opal Wealth Advisors, LLC 0.09% Add +24.6% 1,578 $413K
Authentikos Wealth Advisory, LLC 0.28% Add +7.5% 1,578 $413K
Jefferies Financial Group Inc. 0.01% New 1,576 $413K
Goepper Burkhardt LLC 0.14% Add +1.1% 1,573 $412K
Donor Advised Charitable Giving, Inc. 0.01% No change 1,571 $411K
Matters Capital LLC 0.36% New 1,570 $411K
Chemistry Wealth Management LLC 0.07% Reduce -13.7% 1,569 $411K
TruNorth Capital Management, LLC 0.08% No change 1,569 $411K
B & T Capital Management DBA Alpha Capital Management 0.06% Add +2.0% 1,563 $409K
DF Dent & Co. Inc. 0.01% Add +3.4% 1,562 $409K
Evergreen Wealth Partners LLC 0.31% Add +0.3% 1,558 $408K
Hardin Capital Partners, LLC 0.19% Add +1.4% 1,551 $406K
Cypress Financial Planning LLC 0.11% Reduce -15.5% 1,548 $405K
Pacific Sage Partners, LLC 0.06% Reduce -5.0% 1,548 $405K
Shepherd Financial Partners LLC 0.04% No change 1,548 $405K
Somerset Group LLC 0.30% No change 1,420 $404K
Etesian Wealth Advisors, Inc. 0.13% Reduce -5.8% 1,542 $404K
Great Diamond Partners, LLC 0.08% Add +5.1% 1,542 $404K
Independent Wealth Advisors LLC 0.40% Reduce -3.5% 1,541 $404K
TMB Capital Partners, LLC 0.14% No change 1,541 $404K
SJS Investment Consulting Inc. 0.05% Add +2.1% 1,539 $403K
Bensler, LLC 0.04% Add +37.4% 1,537 $403K
Cora Capital Advisors LLC 0.13% No change 1,534 $402K
Coquina Private Wealth LLC 0.32% Reduce -1.5% 1,532 $401K
Proffitt & Goodson Inc. 0.06% Reduce -0.2% 1,531 $401K
Strengthening Families & Communities, LLC 0.10% New 1,526 $400K
Interchange Capital Partners, LLC 0.13% Add +12.5% 1,777 $400K
Eagle Bay Advisors LLC 0.35% No change 1,520 $399K
Greenspring Advisors, LLC 0.02% Add +2.6% 1,514 $397K
Keener Financial Planning LLC 0.17% Reduce -0.5% 1,515 $396K
Beacon Capital Management, LLC 0.07% Add +2.6% 1,509 $395K
Strid Group, LLC 0.05% Add +79.5% 1,508 $395K
Sloy Dahl & Holst, LLC 0.05% Add +9.5% 1,507 $395K
TruWealth Advisors, LLC 0.02% Add +0.1% 1,505 $394K
Paragon Capital Management LLC 0.19% Reduce -24.9% 1,503 $394K
Means Investment Co., Inc. 0.03% Add +0.1% 1,502 $393K
ERn Financial, LLC 0.07% Reduce -26.8% 1,502 $393K
August Group Capital Ltd 0.46% Add +0.4% 1,501 $393K
J Hagan Capital, Inc. 0.21% Reduce -26.8% 1,498 $392K
Dravo Bay LLC 0.16% Add +59.0% 1,495 $392K
Coastline Complete Wealth LLC 0.24% Reduce -24.7% 1,493 $391K
Montis Financial, LLC 0.08% No change 1,491 $391K
RiverFront Investment Group, LLC 0.01% New 1,478 $387K
Prospect Financial Services LLC 0.24% Add +4.4% 1,477 $387K
IAG Wealth Partners, LLC 0.04% Add +0.5% 1,477 $387K
WealthTrust Axiom LLC 0.10% No change 1,475 $386K
Three Bearings Fiduciary Advisors, Inc. 0.37% No change 1,474 $386K
Breachway Investments LLC 0.37% No change 1,464 $386K
GDS Wealth Management 0.02% Add +26.5% 1,471 $385K
Olde Wealth Management, LLC 0.12% Reduce -5.5% 1,471 $385K
Capital Investment Counsel, LLC 0.05% Reduce -14.0% 1,467 $384K
Register Financial Advisors LLC 0.14% Add +18.1% 1,465 $384K
Cutler Investment Counsel LLC 0.04% No change 1,465 $384K
Cedar Point Capital Partners, LLC 0.25% Reduce -1.2% 1,451 $380K
Integrity Advisory Solutions, LLC 0.05% Add +6.0% 1,441 $378K
Stonebridge Financial Group, LLC 0.03% Add +0.1% 1,439 $377K
Old National Bancorp 0.01% No change 1,435 $376K
Proactive Wealth Strategies LLC 0.07% New 1,432 $375K
ZWJ Investment Counsel Inc. 0.01% Add +0.1% 1,428 $374K
Tempo Wealth, LLC 0.07% Reduce -12.8% 1,427 $374K
Armstrong Advisory Group, Inc. 0.03% Reduce -2.4% 1,423 $373K
Altura Wealth Advisors Inc. 0.16% New 1,420 $372K
Adapt Wealth Advisors, LLC 0.13% Reduce -0.2% 1,414 $370K
Forza Wealth Management, LLC 0.13% No change 1,410 $369K
Elevation Wealth Management LLC 0.34% Add +17.0% 1,406 $368K
Aspen Capital Management, LLC 0.09% No change 1,403 $367K
Aspect Partners, LLC 0.15% No change 1,402 $367K
Nikulski Financial, Inc. 0.09% Reduce -25.2% 1,402 $367K
John A. Wolfe & Associates, Inc. 0.56% Add +0.3% 1,400 $367K
Atlatl Advisers LLC 0.27% Add +22.6% 1,398 $366K
Alliance Wealth Advisors, LLC 0.17% No change 1,396 $366K
Courage Miller Partners, LLC 0.10% No change 1,395 $365K
Unique Wealth Strategies, LLC 0.15% Reduce -2.0% 1,393 $365K
Holderness Investments Co. 0.07% Add +32.0% 1,390 $364K
LVW Advisors, LLC 0.04% Add +2.8% 1,389 $364K
Disciplined Investors, L.L.C. 0.22% Add +0.1% 1,379 $361K
Clifford Group, LLC 0.28% No change 1,374 $360K
Firestone Capital Management 0.07% Add +0.4% 1,373 $360K
Live Oak Private Wealth LLC 0.05% No change 1,373 $360K
Sentinel Pension Advisors, LLC 0.05% Reduce -1.0% 1,371 $359K
McDonald Partners LLC 0.08% Add +31.2% 1,370 $359K
BBR Partners, LLC 0.02% Reduce -69.7% 1,369 $359K
TrueWealth Advisors, LLC 0.09% Reduce -0.4% 1,369 $359K
Values Added Financial LLC 0.15% Reduce -9.7% 1,369 $359K
Vantage Point Financial LLC 0.13% Reduce -0.3% 1,369 $358K
Aviance Capital Partners, LLC 0.04% Add +38.7% 1,365 $358K
Alteri Wealth LLC 0.12% Reduce -21.5% 1,364 $357K
FWG Investments, LLC. 0.23% New 1,362 $357K
Sheets Smith Wealth Management 0.04% No change 1,361 $356K
Cardinal Point Capital Management ULC 0.02% New 1,355 $355K
ZynergyRetirementPlanningLLC 0.21% No change 1,354 $355K
Foundation Wealth Management, LLC\PA 0.12% Add +8.5% 1,351 $354K
Tempus Wealth Planning, LLC 0.08% Reduce -1.5% 1,351 $354K
Clark Estates Inc. 0.09% No change 1,350 $354K
EagleClaw Capital Managment, LLC 0.05% Reduce -12.9% 1,350 $354K
Essential Planning, LLC. 0.11% Reduce -0.5% 1,349 $353K
Hazlett, Burt & Watson, Inc. 0.11% Add +3.6% 1,338 $352K
XY Planning Network, Inc. 0.06% Add +0.4% 1,335 $352K
Harbor Asset Planning, Inc. 0.30% Add +0.3% 1,341 $351K
Perryman Financial Advisory Inc. 0.05% Add +0.1% 1,341 $351K
Van Hulzen Asset Management, LLC 0.03% Reduce -4.4% 1,340 $351K
Signet Financial Management, LLC 0.04% Reduce -0.3% 1,336 $350K
GatePass Capital, LLC 0.17% Add +8.8% 1,329 $348K
Lawood & Co. 0.32% Reduce -0.3% 1,327 $348K
SilverOak Wealth Management LLC 0.05% No change 1,323 $347K
Koss-Olinger Consulting, LLC 0.03% Reduce -3.2% 1,322 $346K
Trademark Financial Management, LLC 0.17% Reduce -3.0% 1,322 $346K
Cloud Capital Management, LLC 0.15% Add +3.7% 1,320 $345K
DecisionMap Wealth Management, LLC 0.22% Add +5.6% 1,315 $344K
Allen Investment Management, LLC 0.00% No change 1,315 $344K
Missouri Trust & Investment Co 0.10% Reduce -2.2% 1,314 $344K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.11% No change 1,212 $344K
Financial Discovery Group Inc. 0.80% — 1,312 $344K
Novak & Powell Financial Services, Inc. 0.18% Reduce -73.7% 1,311 $343K
Flower City Capital 0.17% Reduce -0.8% 1,308 $343K
Tyche Wealth Partners LLC 0.05% Reduce -0.8% 1,304 $342K
Evolve Private Wealth, LLC 0.02% Reduce -39.1% 1,304 $342K
Resonant Capital Advisors, LLC 0.02% No change 1,302 $341K
Davidson Trust Co. 0.15% No change 1,301 $341K
Grey Ledge Advisors, LLC 0.08% Add +0.4% 1,299 $340K
Foster Dykema Cabot & Partners, LLC 0.02% No change 1,295 $339K
Olistico Wealth, LLC 0.17% Add +4.4% 1,294 $339K
Blue Zone Wealth Advisors, LLC 0.07% Reduce -8.0% 1,294 $339K
Denver Wealth Management, Inc. 0.12% New 1,293 $339K
BlueChip Wealth Advisors LLC 0.15% New 1,290 $338K
LaSalle St. Investment Advisors, LLC 0.05% Reduce -2.5% 1,288 $337K
Aerodigm Wealth, LLC 0.13% Reduce -19.2% 1,287 $337K
PCG Asset Management, LLC 0.27% Add +53.9% 1,285 $337K
Aspiring Ventures, LLC 0.11% No change 1,285 $337K
Destination Wealth Management 0.01% Add +7.3% 1,281 $336K
New Republic Capital, LLC 0.11% Add +0.3% 1,279 $335K
Painted Porch Advisors LLC 0.16% Add +3.9% 1,276 $334K
ProVise Management Group, LLC 0.02% No change 1,275 $334K
Triad Wealth Partners, LLC 0.03% Reduce -51.3% 1,273 $333K
Dynasty Wealth Management, LLC 0.00% Reduce -9.5% 1,272 $333K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -14.0% 1,224 $333K
ATX Financial Planning, LLC 0.25% Reduce -81.0% 1,270 $333K
Impact Capital Partners LLC 0.10% Add +2.2% 1,268 $332K
Reflection Asset Management 0.20% Add +0.2% 1,165 $330K
L. Roy Papp & Associates, LLP 0.04% Reduce -2.3% 1,257 $329K
Everpar Advisors LLC 0.11% New 1,255 $329K
Elmwood Wealth Management, Inc. 0.09% No change 1,251 $328K
Santori & Peters, Inc. 0.10% Reduce -0.7% 1,250 $327K
KWB Wealth 0.03% No change 1,267 $327K
Foster Victor Wealth Advisors, LLC 0.02% Add +6.5% 1,165 $324K
Smith Thornton Advisors LLC 0.16% Reduce -3.1% 1,236 $324K
Windward Private Wealth Management Inc. 0.11% Reduce -1.4% 1,236 $324K
BetterWealth, LLC 0.06% New 1,230 $322K
Wulff, Hansen & Co. 0.33% No change 1,225 $321K
Accretive Wealth Partners, LLC 0.09% Add +10.4% 1,222 $320K
Walleye Partners, LLC 0.39% No change 1,220 $320K
Wills Financial Group LLC 0.12% Add +6.9% 1,118 $319K
Gilbert & Cook, Inc. 0.04% No change 1,218 $319K
Pflug Koory, LLC 0.15% Add +59.7% 1,214 $318K
Silver Coast Investments LLC 0.10% Add +8.1% 1,208 $316K
MBA Advisors LLC 0.12% No change 1,207 $316K
Oak Harvest Investment Services 0.03% Reduce -2.7% 1,206 $316K
Impact Partnership Wealth, LLC 0.04% Add +22.2% 1,206 $316K
Osborne Partners Capital Management, LLC 0.02% No change 1,203 $315K
William Mack & Associates, Inc. 0.18% Reduce -16.7% 1,199 $314K
Portland Financial Advisors Inc 0.65% No change 1,195 $313K
Arlington Trust Co LLC 0.03% Add +1225.6% 1,193 $312K
WNY Asset Management, LLC 0.03% — 1,188 $311K
IMA Advisory Services, Inc. 0.03% Add +3.2% 1,185 $310K
Clear Harbor Asset Management, LLC 0.02% No change 1,185 $310K
Insigneo Advisory Services, LLC 0.02% No change 1,183 $310K
Hantz Financial Services, Inc. 0.00% Add +47.4% 1,178 $309K
Caliber Wealth Management, LLC / KS 0.03% Reduce -35.9% 1,172 $307K
Shakespeare Wealth Management, LLC 0.07% No change 1,169 $306K
Alpha Financial Advisors, LLC 0.09% No change 1,168 $306K
Traction Financial Partners, LLC 0.19% Reduce -8.5% 1,168 $306K
EnRich Financial Partners LLC 0.08% Add +0.3% 1,166 $305K
Sensible Money, LLC 0.09% Reduce -37.6% 1,159 $304K
Carter Financial Group, INC. 0.19% Add +0.4% 1,158 $303K
Breakwater Capital Group 0.04% Add +39.3% 1,156 $303K
Bannerstone Capital Management, LLC 0.28% Add +0.3% 1,155 $302K
Sit Investment Associates Inc. 0.01% No change 1,154 $302K
Foundry Financial LLC 0.13% Reduce -24.2% 1,151 $302K
Matrix Asset Advisors Inc. 0.03% Add +0.1% 1,149 $301K
Davis Investment Partners, LLC 0.11% Add +0.3% 1,148 $301K
Stokes Family Office, LLC 0.03% Add +6.8% 1,145 $300K
National Wealth Management Group, LLC 0.11% Reduce -46.3% 1,145 $300K
Resources Management Corp. /CT/ 0.04% Reduce -2.1% 1,140 $299K
Shared Vision Wealth Group LLC 0.12% No change 1,141 $299K
Northcape Wealth Management, LLC 0.08% Add +1.0% 1,137 $298K
Halbert Hargrove Global Advisors, LLC 0.01% No change 1,133 $297K
Altfest L J & Co. Inc. 0.03% New 1,132 $296K
Hollencrest Capital Management 0.01% Add +365.4% 1,131 $296K
Indiana Trust & Investment Management Co 0.09% No change 1,130 $296K
Texas Capital Bank Wealth Management Services Inc 0.02% Add +3.9% 1,127 $295K
Novare Capital Management LLC 0.02% Add +31.2% 1,123 $294K
Noesis Capital Mangement Corp. 0.04% Reduce -0.8% 1,117 $293K
Advance Capital Management, Inc. 0.01% Reduce -4.8% 1,116 $292K
Shade Tree Advisors LLC 0.21% Reduce -8.8% 1,115 $292K
Redwood Financial Network Corp 0.19% Reduce -9.0% 1,113 $291K
Silvia McColl Wealth Management, LLC 0.19% No change 1,110 $291K
Security National Bank of Sioux City Iowa 0.17% Add +20.3% 1,110 $291K
SlateStone Wealth, LLC 0.02% No change 1,107 $290K
First Pacific Financial 0.04% Reduce -5.3% 1,106 $290K
MainStreet Investment Advisors LLC 0.04% Reduce -6.4% 1,105 $289K
Symmetry Partners, LLC 0.02% New 1,104 $289K
Serenus Wealth Advisors, LLC 0.06% No change 1,100 $288K
Money Concepts Capital Corp. 0.02% Add +0.6% 1,099 $288K
Hidden Cove Wealth Management, LLC 0.18% Reduce -4.6% 1,095 $287K
Optima Capital LLC 0.13% Add +17.1% 1,094 $287K
Farmers Trust Co. 0.04% No change 1,092 $286K
Foster Group, Inc. 0.01% Add +3.3% 1,088 $285K
GHP Investment Advisors, Inc. 0.01% Add +4.0% 1,083 $284K
Benchmark Financial, LLC 0.25% New 1,080 $283K
Legacy Trust 0.05% Add +7.5% 1,076 $282K
Cypress Capital Group 0.03% Reduce -9.8% 1,076 $282K
Squarepoint Ops LLC 0.00% New 1,070 $280K
Boston Family Office LLC 0.02% No change 1,070 $280K
Marco Investment Management LLC 0.02% No change 1,067 $279K
Advantage Trust Co 0.13% No change 1,065 $279K
Bluespring Wealth Management, LLC 0.02% New 1,064 $279K
Gallagher Capital Advisors, LLC 0.19% Reduce -86.1% 1,064 $279K
Tobias Financial Advisors, Inc. 0.04% Add +2.2% 1,062 $278K
Womack Financial LLC 0.20% No change 1,057 $277K
BKM Wealth Management, LLC 0.10% Reduce -1.3% 1,049 $275K
Evelyn Partners Asset Management Ltd 0.07% New 1,047 $274K
Steinberganna Wealth Management 0.13% Add +6.2% 1,046 $274K
Valley Financial Group, Inc. 0.15% Add +1.6% 1,045 $274K
Southern Capital Advisors, LLC 0.13% Reduce -0.7% 1,044 $274K
Detalus Advisors, LLC 0.06% Reduce -2.2% 1,040 $272K
Blue Edge Capital, LLC 0.04% Reduce -0.9% 1,038 $272K
Sims Investment Management, LLC 0.10% Add +0.3% 1,036 $271K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -35.3% 1,035 $271K
Summit Financial Strategies, Inc. 0.02% New 1,031 $270K
Elevate Wealth Advisory, Inc. 0.17% Reduce -3.9% 1,028 $269K
Old Peak Finance LLC 0.16% No change 1,027 $269K
Crumly & Associates Inc. 0.06% Add +5.7% 1,025 $268K
American State Bank (Iowa) 0.13% Add +11.2% 1,024 $268K
Pictet North America Advisors SA 0.03% Reduce -94.4% 1,024 $268K
FLC Capital Advisors 0.05% No change 1,021 $267K
VERITY Wealth Advisors 0.18% No change 1,015 $266K
Buttonwood Financial Advisors Inc. 0.09% Reduce -8.6% 1,014 $266K
Aletheian Wealth Advisors LLC 0.13% — 1,014 $266K
Integrity Investment Advisors, LLC 0.14% Reduce -29.3% 1,013 $265K
Cornell Pochily Investment Advisors, Inc. 0.08% Reduce -0.6% 1,013 $265K
Avalon Trust Co 0.02% Reduce -8.2% 1,010 $265K
TRUE Private Wealth Advisors 0.03% New 1,001 $262K
Ceeto Capital Group, LLC 0.08% New 1,000 $262K
Optivise Advisory Services LLC 0.16% Reduce -1.2% 996 $261K
Partnership Wealth Management, LLC 0.20% Add +3.3% 994 $260K
Forum Private Client Group LLC 0.09% Reduce -19.6% 993 $260K
CAP Partners, LLC 0.15% No change 992 $260K
Jaffetilchin Investment Partners, LLC 0.02% Add +0.2% 991 $260K
Strategic Wealth Partners, Ltd. 0.02% Add +60.9% 991 $260K
Morton Capital Management LLC 0.04% Add +23.9% 990 $259K
Kane Co Wealth Management, Inc. 0.22% No change 989 $259K
Aull & Monroe Investment Management Corp 0.12% No change 989 $259K
Maseco LLP 0.01% No change 987 $258K
Walker Financial Services, Inc. 0.09% Add +0.3% 986 $258K
Carmel Capital Partners, LLC 0.09% Reduce -7.4% 986 $258K
GWN Securities Inc. 0.05% Reduce -3.8% 982 $257K
Lexington Hill Partners, LLC 0.14% Add +0.4% 976 $256K
Partners Wealth Management, LLC 0.26% Add +4.2% 975 $255K
Gibbs Wealth Management 0.03% New 974 $255K
Hobbs Group Advisors, LLC 0.08% New 972 $255K
CacheTech Inc. 0.05% New 963 $252K
Adkins Seale Capital Management LLC 0.25% No change 960 $251K
Everstar Asset Management, LLC 0.13% No change 960 $251K
Sterling Investment Advisors, Ltd. 0.05% Add +2.8% 959 $251K
United Community Bank 0.08% Add +3.7% 958 $251K
Tilia Fiduciary Partners, Inc. 0.14% Add +12.1% 952 $249K
Fourth Dimension Wealth, LLC 0.09% Reduce -8.1% 947 $248K
3 Factor Indexing, LLC 0.23% — 946 $248K
M1 Capital Management LLC 0.11% No change 945 $247K
Novus Advisors, LLC 0.55% Add +0.2% 943 $247K
Csenge Advisory Group 0.01% Reduce -4.5% 943 $247K
Bluedoor Private Wealth, LLC 0.11% New 937 $245K
First Growth Capital LLC 0.22% No change 926 $244K
Matisse Capital 0.10% No change 928 $243K
Prospect Financial Group LLC 0.22% No change 927 $243K
Pathway Financial Advisers, LLC 0.07% New 927 $243K
Carson Advisory Inc. 0.13% No change 926 $243K
Mattern Capital Management, LLC 0.03% Reduce -59.4% 926 $243K
Private Management Group Inc. 0.01% Reduce -9.8% 924 $242K
JTC Employer Solutions Trustee Ltd 0.02% No change 925 $242K
Anson Capital, Inc. 0.17% No change 923 $242K
Approach Retirement Advisors, LLC 0.20% Add +0.3% 923 $242K
Cherrydale Wealth Management, LLC 0.07% No change 921 $241K
CVFG LLC 0.03% New 920 $241K
RMG Wealth Management LLC 0.03% New 835 $241K
McCartney Wealth Management LLC 0.20% Add +0.2% 919 $241K
Stonebrook Private Inc. 0.05% Reduce -0.9% 918 $240K
RoundAngle Advisors LLC 0.18% Reduce -1.9% 916 $240K
North Ridge Wealth Advisors, Inc. 0.13% No change 915 $240K
Correct Capital Wealth Management 0.04% No change 913 $239K
Raffa Wealth Management, LLC 0.04% Reduce -0.7% 913 $239K
F/m Investments LLC 0.02% New 911 $239K
AAF Wealth Management, LLC 0.10% Reduce -2.5% 911 $239K
Retirement Capital Strategies 0.09% No change 907 $238K
Clark Capital Management Group, Inc. 0.00% New 905 $237K
Fulton Breakefield Broenniman LLC 0.02% Reduce -0.6% 903 $237K
Andina Capital Management, LLC 0.21% Reduce -34.6% 903 $237K
Aurora Private Wealth, Inc. 0.17% No change 916 $236K
Steel Grove Capital Advisors, LLC 0.02% Reduce -7.9% 900 $236K
Park Capital Management, LLC / WI 0.23% No change 899 $235K
Evergreen Advisors, LLC 0.06% Add +0.3% 898 $235K
Frisch Financial Group, Inc. 0.05% New 898 $235K
LifeGoal Investments, LLC 0.13% No change 893 $235K
Refined Wealth Management 0.15% Reduce -93.7% 897 $235K
Cottage Street Advisors LLC 0.10% Add +0.2% 895 $234K
Wealthcare Capital Management LLC 0.02% New 893 $234K
Beacon Wealthcare LLC 0.08% No change 887 $232K
WLTH Capital Management, LLC 0.18% Reduce -0.9% 885 $232K
True Wealth Design, LLC 0.06% New 882 $231K
Melfa Wealth Management, Inc. 0.13% Add +3.6% 881 $231K
Richard W. Paul & Associates, LLC 0.08% Add +3.0% 880 $231K
Retirement Income Solutions, Inc. 0.04% No change 880 $230K
Daybright Advisory Services, Inc. 0.06% Add +0.3% 877 $230K
NorthLanding Financial Partners, LLC 0.19% Reduce -10.2% 877 $230K
Community Bank, N.A. 0.03% No change 875 $229K
Nottingham Advisors, Inc. 0.03% No change 873 $229K
Bogart Wealth, LLC 0.01% Reduce -23.9% 870 $228K
Camelot Technology Advisors, Inc. 0.17% No change 869 $228K
Revere Asset Management, Inc 0.12% No change 867 $227K
Strong Retirement Solutions LLC 0.16% New 866 $227K
Cassady Wealth & Retirement Planning, LLC 0.12% Add +1.4% 796 $226K
Waterway Wealth Management, LLC 0.05% New 864 $226K
Blalock Williams, LLC 0.17% Reduce -11.3% 862 $226K
Yukon Wealth Management, Inc. 0.13% No change 862 $226K
Entrewealth, LLC 0.10% No change 861 $225K
Twin City Private Wealth, LLC 0.17% Add +7.6% 860 $225K
Welch Group, LLC 0.01% No change 860 $225K
Stephenson & Company, Inc. 0.12% No change 859 $225K
Retirement Solution LLC 0.05% Add +0.2% 857 $225K
CGC Financial Services, LLC 0.06% No change 857 $224K
Boston Trust Walden Corp 0.00% No change 856 $224K
RS Crum Inc. 0.04% No change 855 $224K
Arsenal Capital Advisors LLC 0.16% New 851 $223K
RVW Wealth, LLC 0.02% No change 851 $223K
Howe & Rusling Inc. 0.01% Reduce -36.6% 849 $222K
Journey Advisory Group, LLC 0.02% Reduce -47.6% 848 $222K
Tiller Private Wealth, Inc. 0.08% Reduce -2.3% 847 $222K
Glen Eagle Advisors, LLC 0.03% Reduce -12.1% 846 $222K
Klingenstein Fields & Co. LP 0.01% New 844 $221K
Powers Advisory Group, LLC 0.08% Add +0.4% 844 $221K
Trek Financial, LLC 0.01% Reduce -4.5% 843 $221K
Reyes Financial Architecture, Inc. 0.18% Reduce -1.4% 839 $220K
Alhambra Investment Management LLC 0.10% Reduce -6.8% 838 $219K
Vestor Capital, LLC 0.02% Add +147.9% 838 $219K
Proficio Capital Partners LLC 0.01% Reduce -79.7% 834 $218K
Amicus Financial Advisors, LLC 0.06% Add +7.1% 834 $218K
First Western Trust Bank 0.01% Add +6.3% 833 $218K
Norden Group LLC 0.02% New 833 $218K
Integris Wealth Management, LLC 0.05% Reduce -30.6% 831 $218K
Clear Wave Wealth Management LLC 0.06% — 830 $218K
Tounjian Advisory Partners, LLC 0.08% New 830 $217K
DDD Partners, LLC 0.02% No change 830 $217K
Beck Mack & Oliver LLC 0.00% Reduce -10.8% 830 $217K
Michels Family Financial, LLC 0.16% Reduce -2.7% 829 $217K
Argent Advisors, Inc. 0.06% No change 828 $217K
Central Bank & Trust Co. 0.03% Add +3.1% 828 $217K
J. Derek Lewis & Associates Inc. 0.05% New 826 $217K
YHB Investment Advisors, Inc. 0.02% Reduce -12.3% 822 $215K
DHJJ Financial Advisors, Ltd. 0.07% Add +1.1% 821 $215K
Monetary Solutions, Ltd 0.21% Reduce -3.2% 818 $214K
Ingalls & Snyder LLC 0.01% New 816 $214K
Heritage Wealth Management, Inc./Texas 0.09% No change 814 $213K
Caldwell Sutter Capital, Inc. 0.09% Reduce -10.2% 813 $213K
Strathmore Capital Advisors, Inc. 0.06% New 751 $213K
Wise Wealth Partners 0.29% New 812 $213K
Heirloom Wealth Management 0.04% New 812 $213K
MinichMacGregor Wealth Management, LLC 0.04% No change 811 $212K
Northeast Planning Associates, Inc. / NH / 0.14% No change 810 $212K
Serenity Investment Advisors 0.10% Reduce -11.3% 731 $211K
Empirical Asset Management, LLC 0.06% Add +0.1% 2,933 $211K
Arthur M. Cohen & Associates, LLC 0.04% No change 800 $211K
Paller Financial Services Inc 0.17% No change 804 $211K
Highland Financial Advisors, LLC 0.06% New 804 $211K
Frederick Financial Consultants, LLC 0.10% New 802 $210K
Willow Financial LLC 0.21% No change 802 $210K
Southern Michigan Bank & Trust 0.08% — 802 $210K
Shira Ridge Wealth Management 0.08% Add +1.3% 801 $210K
Trace Wealth Advisors, LLC 0.16% No change 800 $210K
Evelyn Partners Investment Management (Europe) Ltd 0.07% No change 800 $210K
Princeton Global Asset Management LLC 0.03% Add +0.3% 799 $209K
Pasadena Private Wealth, LLC 0.03% Reduce -15.6% 798 $209K
Key Client Fiduciary Advisors, LLC 0.07% New 798 $209K
Pekin Hardy Strauss, Inc. 0.02% No change 797 $209K
Trustco Bank Corp. N Y 0.19% No change 796 $208K
Accurate Wealth Management, LLC 0.03% New 764 $208K
Bennett Selby Investments LP 0.07% Add +0.4% 792 $207K
Pitti Group Wealth Management, LLC 0.17% No change 787 $206K
Monograph Wealth Advisors, LLC 0.02% No change 786 $206K
TKG Advisors, LLC 0.09% Reduce -0.9% 785 $206K
Drake & Associates, LLC 0.04% Reduce -54.2% 785 $206K
Enclave Advisors LLC 0.03% Add +0.4% 785 $205K
MOR Wealth Management, LLC 0.09% No change 784 $205K
Omega Financial Group, LLC 0.07% Add +0.3% 783 $205K
Heartland Bank & Trust Co 0.05% New 783 $205K
Versant Capital Management, Inc 0.02% No change 783 $205K
Harbour Capital Advisors, LLC 0.04% New 721 $205K
Pinion Investment Advisors, LLC 0.05% Reduce -7.5% 778 $204K
Richard P Slaughter Associates Inc 0.04% No change 777 $204K
PUREfi Wealth, LLC 0.13% New 775 $203K
D L Carlson Investment Group Inc. 0.03% New 774 $203K
Basecamp Wealth Advisors LLC 0.04% No change 773 $202K
Alliance Private Wealth, LLC 0.07% Reduce -15.3% 771 $202K
Well Done, LLC 0.03% Reduce -6.7% 769 $201K
Quartz Partners, LLC 0.08% New 769 $201K
Institute for Wealth Management, LLC. 0.02% Reduce -1.8% 766 $201K
Dearborn Partners LLC 0.01% New 766 $201K
Legacy Financial Group, Inc. 0.05% Reduce -6.4% 766 $201K
Forbes J M & Co. LLP 0.02% New 765 $200K
Teachers Insurance & Annuity Association of America 0.25% No change 759 $199K
Breakwater Investment Management 0.07% No change 758 $199K
Silicon Valley Capital Partners 0.02% Add +0.4% 750 $196K
Seal Cove Capital, LLC 0.17% No change 750 $196K
Sachetta, LLC 0.10% Reduce -2.6% 719 $188K
Raleigh Capital Management Inc. 0.06% Add +11.4% 715 $187K
Synergy Investment Management, LLC 0.06% New 678 $178K
WealthCollab, LLC 0.07% No change 668 $175K
Mb, Levis & Associates, LLC 0.07% Add +71.4% 665 $174K
Perkins Coie Trust Co 0.03% No change 665 $174K
London Co. of Virginia 0.00% Reduce -48.0% 663 $174K
TD Waterhouse Canada Inc. 0.00% Reduce -73.0% 659 $173K
Tsfg, LLC 0.03% Add +9.2% 662 $173K
Vermillion Wealth Management, Inc. 0.07% Add +0.3% 648 $170K
one8zero8, LLC 0.04% Reduce -1.1% 640 $168K
CVA Family Office, LLC 0.02% Add +0.2% 636 $167K
Ares Financial Consulting, LLC 0.13% No change 630 $166K
Obsidian Cio, LLC 0.15% Add +54.7% 631 $165K
Pacific Center for Financial Services 0.04% Add +12.7% 629 $165K
Sunbelt Securities, Inc. 0.01% Add +52.9% 590 $154K
Coston, McIsaac & Partners 0.03% No change 591 $154K
1 North Wealth Services LLC 0.06% Add +7.6% 582 $152K
Legacy Wealth Managment, LLC 0.08% Reduce -15.6% 577 $151K
Gladwyn Financial Advisors, Inc. 0.10% Add +0.4% 556 $146K
Ulland Investment Advisors, LLC 0.12% No change 555 $145K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -1.8% 550 $144K
Delos Wealth Advisors, LLC 0.08% New 549 $144K
SYM FINANCIAL Corp 0.01% Reduce -37.0% 547 $143K
Evolution Wealth Management Inc. 0.10% Add +22.9% 543 $142K
Retiremitten Financial LLC 0.07% — 541 $142K
Turtle Creek Wealth Advisors, LLC 0.01% Reduce -45.9% 532 $139K
Nemes Rush Group LLC 0.01% Reduce -6.8% 531 $139K
Orion Capital Management LLC 0.05% No change 519 $136K
TIAA Wealth Investment Management LLC 0.00% — 533 $135K
Townsend Asset Management Corp. /NC/ 0.05% Add +0.2% 502 $131K
Monetary Management Group Inc. 0.03% New 500 $131K
Go Invest LLC 0.04% Add +3.1% 497 $130K
Protective Life Corp. 0.43% New 492 $129K
Morling Financial Advisors, LLC 0.04% No change 485 $127K
Conquis Financial LLC 0.10% No change 434 $123K
Wellington Grp LLC 0.04% Add +57.2% 467 $122K
Smallwood Wealth Investment Management, LLC 0.06% No change 465 $122K
Sittner & Nelson, LLC 0.04% Add +316.8% 446 $117K
KERR FINANCIAL PLANNING Corp 0.08% Reduce -34.7% 450 $116K
MidFirst Bank 0.01% Reduce -6.2% 439 $115K
Seneschal Advisors, LLC 0.08% Reduce -4.4% 436 $114K
Gables Capital Management Inc. 0.05% No change 424 $111K
Paladin Advisory Group, LLC 0.08% Reduce -9.5% 421 $110K
Founders Capital Management 0.05% No change 409 $107K
Steigerwald, Gordon & Koch Inc. 0.01% No change 407 $107K
Bollard Group LLC 0.00% New 407 $106K
NFSG Corp 0.02% Reduce -11.9% 400 $105K
Woodard & Co. Asset Management Group Inc. 0.02% No change 400 $105K
Mogy Joel R Investment Counsel Inc. 0.01% No change 400 $105K
Realta Investment Advisors 0.04% Add +0.3% 387 $101K
Sankala Group LLC 0.08% No change 377 $98K
Heritage Wealth Advisors 0.00% No change 373 $98K
1015 Capital Partners, LLC 0.09% No change 373 $98K
Heartland Advisors Inc. 0.01% Reduce -51.9% 371 $97K
Crews Bank & Trust 0.01% No change 369 $97K
Cornerstone Financial Management LLC 0.09% Add +13.6% 367 $96K
Strive Financial Group ,LLC 0.05% No change 367 $96K
Ironwood Wealth Management, LLC. 0.03% No change 363 $95K
Retirement Wealth Solutions LLC 0.06% Reduce -0.3% 363 $95K
Albion Financial Group 0.01% No change 360 $94K
Gilpin Wealth Management, LLC 0.07% No change 358 $94K
GS Investments, Inc. 0.05% No change 357 $94K
Tucker Asset Management LLC 0.03% Add +118.4% 356 $93K
Trifecta Capital Advisors, LLC 0.01% No change 355 $93K
Rossby Financial, LCC 0.02% Add +22.3% 351 $92K
Burkett Financial Services, LLC 0.03% Add +6.5% 342 $90K
Atlantic Private Wealth, LLC 0.06% No change 334 $88K
Rakuten Securities, Inc. 0.04% Reduce -14.4% 334 $87K
Mark Sheptoff Financial Planning, LLC 0.05% No change 300 $86K
Granite FO LLC 0.05% No change 328 $86K
Kings Path Partners LLC 0.03% No change 323 $85K
Trust Co 0.01% No change 322 $84K
Allspring Global Investments Holdings, LLC 0.00% No change 318 $84K
Marshall Investment Management, LLC 0.04% New 309 $81K
Birchbrook, Inc. 0.04% Reduce -0.3% 308 $81K
Blueline Advisors LLC 0.06% No change 307 $80K
Centennial Bank 0.03% No change 305 $80K
Financial Perspectives, Inc 0.02% Add +5.2% 303 $79K
Broadwater Capital Management LLC 0.06% No change 308 $79K
Barnes Dennig Private Wealth Management LLC 0.08% No change 291 $76K
Alerus Financial NA 0.00% No change 291 $76K
Burk Holdings LLC 0.03% New 286 $75K
Benson Wealth Management INC 0.10% No change 281 $74K
Sawyer & Company, Inc 0.03% Add +0.4% 280 $73K
American Capital Advisory, LLC 0.03% Reduce -18.1% 277 $73K
Murphy & Mullick Capital Management Corp 0.05% No change 274 $72K
Quent Capital, LLC 0.01% Add +3.4% 272 $71K
Robinswood Financial LLC 0.02% Reduce -29.7% 267 $70K
Ogorek Anthony Joseph /NY/ 0.02% No change 266 $69K
Bayban 0.06% No change 260 $68K
Godfrey Financial Associates, Inc. 0.06% Add +3.3% 254 $67K
Key Capital Management, INC 0.04% Reduce -38.5% 248 $65K
PlanVest Financial, Inc 0.05% — 246 $64K
Allianz SE 0.00% Reduce -99.6% 245 $64K
HighMark Wealth Management LLC 0.03% Reduce -7.6% 244 $64K
Schroder Investment Management Group 0.00% Reduce -62.4% 244 $64K
Private Wealth Management Group, LLC 0.02% No change 243 $64K
SIMA Wealth Partners, LLC 0.05% No change 241 $63K
CNB Bank 0.03% Reduce -2.0% 240 $63K
SRH Advisors, LLC 0.02% No change 240 $63K
Hilton Head Capital Partners, LLC 0.04% Add +19.0% 238 $62K
Hanson & Doremus Investment Management 0.01% No change 238 $62K
Keystone Financial Group, Inc. 0.03% No change 236 $62K
Comprehensive Financial Planning, Inc. 0.04% Reduce -9.3% 225 $59K
Pioneer Family Office, LLC 0.04% No change 222 $58K
Horizon Kinetics Asset Management LLC 0.00% New 219 $57K
Acima Private Wealth, LLC 0.02% No change 217 $57K
Jackson, Grant Investment Advisers, Inc. 0.02% Add +0.5% 215 $56K
Signature Equity Partners, LLC 0.03% Add +34.0% 205 $54K
Hilltop National Bank 0.01% Reduce -1.9% 204 $53K
ESL Trust Services, LLC 0.01% No change 201 $53K
Bfsg, LLC 0.00% No change 198 $52K
Atwood & Palmer Inc. 0.00% Add +49.2% 197 $52K
Financial Connections Group, Inc. 0.02% Reduce -16.1% 198 $51K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 189 $50K
Hoese & Co LLP 0.04% No change 188 $49K
Toth Financial Advisory Corp. 0.01% No change 180 $47K
Measured Wealth Private Client Group, LLC 0.01% No change 176 $46K
Vision Retirement, LLC 0.01% Add +46.6% 173 $45K
Motco 0.00% Add +38.8% 161 $42K
Pin Oak Investment Advisors Inc. 0.03% No change 160 $42K
Byrne Asset Management LLC 0.03% Reduce -6.4% 160 $42K
Evelyn Partners Investment Management LLP 0.00% No change 160 $42K
Kozak & Associates, Inc. 0.01% Add +3.5% 150 $41K
Tower View Wealth Management LLC 0.02% Add +0.6% 157 $41K
American National Bank & Trust 0.00% No change 154 $40K
YANKCOM Partnership 0.02% No change 152 $40K
Scarborough Advisors, LLC 0.00% New 151 $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% Reduce -2.7% 146 $38K
Bellevue Asset Management, LLC 0.02% Add +0.7% 144 $38K
Hurley Capital, LLC 0.02% Add +197.9% 143 $37K
Addison Advisors LLC 0.01% No change 133 $35K
Integrity Financial Corp 0.02% Reduce -16.6% 131 $34K
Clarity Asset Management, Inc. 0.02% Add +0.8% 130 $34K
Syntax Research, Inc. 0.02% No change 129 $34K
Winch Advisory Services, LLC 0.01% No change 127 $33K
Roxbury Financial LLC 0.03% No change 125 $33K
WPG Advisers, LLC 0.02% Reduce -90.9% 122 $32K
Ascentis Wealth Management, LLC 0.01% Reduce -79.1% 121 $32K
Signature Resources Capital Management, LLC 0.01% No change 119 $31K
GGM Financial LLC 0.01% Reduce -4.1% 117 $31K
Lloyd Advisory Services, LLC. 0.01% Add +16.3% 114 $30K
Kingdom Financial Group LLC. 0.01% Add +70.2% 114 $30K
NorthAvenue LLC 0.02% No change 113 $30K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.02% No change 110 $29K
Cornerstone Planning Group LLC 0.00% Reduce -62.9% 101 $29K
Your Advocates Ltd., LLP 0.01% No change 109 $29K
Aventura Private Wealth, LLC 0.01% No change 107 $28K
Financial Gravity Asset Management, Inc. 0.00% No change 103 $27K
Colonial Trust Advisors 0.00% No change 103 $27K
Chesapeake Asset Management LLC 0.02% Add +9.7% 102 $27K
Midwest Capital Advisors, LLC 0.01% Reduce -42.9% 101 $26K
Costello Asset Management, INC 0.01% No change 96 $25K
Navigoe, LLC 0.01% No change 97 $25K
Pinney & Scofield, Inc. 0.01% New 91 $24K
Chapman Financial Group, LLC 0.02% No change 90 $24K
Global Trust Asset Management, LLC 0.01% Reduce -67.9% 85 $22K
Walsh & Associates, LLC 0.02% No change 84 $22K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 82 $21K
Avion Wealth 0.00% Reduce -28.4% 83 $21K
Curio Wealth, LLC 0.01% Reduce -53.5% 73 $19K
IFG Advisory, LLC 0.05% Reduce -97.9% 72 $19K
West Paces Advisors Inc. 0.00% No change 72 $19K
Pacifica Partners Inc. 0.01% New 71 $19K
Cambient Family Office, LLC 0.00% No change 71 $19K
Thompson Investment Management, Inc. 0.00% Add +1.4% 71 $19K
Team Financial Group, LLC 0.01% Reduce -17.1% 68 $18K
Wall Street Financial Group, Inc. 0.01% New 65 $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% No change 64 $17K
Ballast Advisors LLC 0.00% No change 64 $17K
Pursuit Wealth Strategies, LLC 0.02% Add +37.0% 63 $17K
Friedenthal Financial 0.01% No change 63 $17K
Richards, Merrill & Peterson, Inc. 0.01% No change 62 $16K
Dorato Capital Management 0.01% No change 58 $16K
Bernard Wealth Management Corp. 0.01% Add +625.0% 58 $15K
Central Pacific Bank - Trust Division 0.00% New 57 $15K
Wealth Enhancement Trust Services, Inc. 0.00% No change 54 $14K
WFA of San Diego, LLC 0.01% No change 53 $14K
Advisortrust Partners, LLC 0.01% New 53 $14K
EPG Wealth Management LLC 0.00% No change 53 $14K
Red Tortoise LLC 0.01% No change 49 $13K
Peachtree Investment Partners, LLC 0.00% Add +2.1% 97 $12K
PFS Partners, LLC 0.01% No change 44 $12K
Horizon Investments, LLC 0.00% New 44 $12K
Westfuller Advisors, LLC 0.01% No change 44 $12K
Wilkerson Advisory Group LLC 0.00% No change 42 $11K
True Link Financial Advisors, LLC 0.00% 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% Add +2.6% 39 $10K
Provenance Wealth Advisors, LLC 0.00% No change 38 $10K
Kentucky Trust Co 0.00% No change 36 $9K
Loomis Sayles & Co. L P 0.00% Add +3400.0% 35 $9K
Van Eck Associates Corp. 0.00% Add +6.1% 35 $9K
Fairman Group, LLC 0.01% No change 34 $9K
TopTier Wealth Management, LLC 0.01% New 33 $9K
Wolff Wiese Magana LLC 0.00% No change 32 $8K
Union Savings Bank 0.00% No change 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
Activest Wealth Management 0.00% Add +333.3% 26 $7K
Sofi Wealth, LLC 0.00% Reduce -26.5% 25 $7K
Midway Capital Research & Management 0.01% New 25 $7K
Financial Life Planners 0.00% New 24 $6K
Game Plan Financial Advisors, LLC 0.00% No change 24 $6K
Arvest Investments, Inc. 0.00% No change 22 $6K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 20 $5K
BankPlus Trust Department 0.00% No change 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
Financial Network Wealth Advisors LLC 0.00% Reduce -91.5% 12 $3K
Copia Wealth Management 0.00% No change 10 $3K
Merkkuri Wealth Advisors LLC 0.00% New 10 $3K
Ankerstar Wealth, LLC 0.00% New 9 $2K
Kilter Group LLC 0.00% Reduce -57.1% 9 $2K
Park Place Capital Corp 0.00% New 8 $2K
Tower Research Capital LLC (TRC) 0.00% Add +100.0% 8 $2K
Rosenberg Matthew Hamilton 0.00% No change 6 $2K
Van Den Berg Management I, Inc. 0.00% No change 5 $1K
Cedar Mountain Advisors, LLC 0.00% No change 5 $1K
Rice Partnership, LLC 0.00% No change 5 $1K
McGuire Capital Advisors Inc. 0.00% No change 4 $1K
Eukles Asset Management 0.00% No change 3 $786
Morse Asset Management, Inc 0.00% No change 3 $786
BNP Paribas Financial Markets 0.00% Reduce -50.0% 3 $786
GoalVest Advisory LLC 0.00% No change 2 $524
Vision Financial Markets LLC 0.00% No change 2 $267
Imprint Wealth LLC 0.00% No change 1 $262
Networth Advisors, LLC 0.00% No change 1 $262
Darwin Wealth Management, LLC 0.00% No change 1 $261
Brandywine Asset Management, Inc. 0.00% No change 1 $91

"% 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.