Vanguard Most SM-Cap ETF-UsdVBETF

13F holders, Q2 2026 (June 30)
2,484holders +80
142new positions
49sold out
4famous investors
$302.46avg. 13F price*

At the end of Q2 2026, 2,484 institutions reported holding Vanguard Most SM-Cap ETF-Usd (VB) in their 13F filings, up 80 from Q1 2026. 142 opened new positions and 49 sold out. The largest holders were Bank of America Corp. ($6.5B), Morgan Stanley ($2.5B) and Wells Fargo & Company ($1.5B). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions142$173.6M
Exits49$68.0M

All 13F filers, Q1 2026 → Q2 2026: 5,467,986 shares bought and 5,319,491 shares sold, net +148,495 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,484 holders

Bank of America Corp. 0.42% Reduce -0.3% 21,579,198 $6.5B
Morgan Stanley 0.13% Add +0.7% 8,094,439 $2.5B
Wells Fargo & Company 0.27% Reduce -15.1% 5,112,663 $1.5B
UBS Group AG 0.20% Reduce -6.1% 4,139,634 $1.3B
Envestnet Asset Management Inc. 0.28% Add +11.3% 3,935,022 $1.2B
Mercer Global Advisors Inc. 1.28% Add +2.8% 3,420,614 $1.0B
LPL Financial LLC 0.23% Reduce -0.6% 3,301,516 $1.0B
Captrust Financial Advisors 1.35% Add +2.9% 2,914,921 $883.6M
Northwestern Mutual Wealth Management Co. 0.46% Add +0.0% 2,813,902 $852.9M
Jones Financial Companies LLLP 0.32% Reduce -11.5% 2,634,215 $789.2M
Mariner, LLC 0.72% Add +2.9% 2,278,949 $690.8M
Royal Bank of Canada 0.11% Add +1.5% 2,122,591 $643.4M
Raymond James Financial Inc. 0.17% Reduce -8.4% 2,062,501 $625.2M
Ameriprise Financial Inc. 0.13% Reduce -7.2% 2,038,406 $618.3M
Creative Planning 0.36% Reduce -0.7% 2,021,950 $612.9M
PNC Financial Services Group, Inc. 0.30% Add +1.2% 1,986,263 $602.1M
Bank of New York Mellon Corp 0.10% Reduce -1.4% 1,913,874 $580.1M
Goldman Sachs Group Inc. 0.06% Add +0.2% 1,747,986 $529.8M
Wealthfront Advisers LLC 1.00% Add +1.1% 1,715,012 $519.9M
CIBC Bancorp USA Inc. 0.59% Add +5.2% 1,585,209 $479.9M
Charles Schwab Investment Management Inc. 0.06% Reduce -12.6% 1,558,749 $472.5M
Mission Wealth Management, LP 5.59% Add +31.4% 1,478,793 $448.3M
Cetera Investment Advisers 0.35% Add +3.0% 1,267,408 $384.2M
JPMorgan Chase & Co. 0.02% Add +3.1% 1,240,289 $373.7M
Stifel Financial Corp. 0.30% Add +1.1% 1,186,781 $359.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 7.73% Add +3.3% 1,178,370 $357.2M
FMR LLC 0.02% Reduce -1.5% 1,157,296 $350.8M
Osaic Holdings, Inc. 0.38% Add +17.4% 1,065,927 $323.4M
HighTower Advisors, LLC 0.28% Add +0.1% 959,311 $290.8M
Commonwealth Equity Services, LLC 0.36% Reduce -3.1% 950,658 $288.2M
Signaturefd, LLC 3.80% Add +3.8% 938,568 $284.5M
Cerity Partners LLC 0.34% Add +7.8% 930,912 $282.1M
Glenmede Trust Co. NA 1.17% Reduce -1.5% 873,688 $264.8M
Baird Financial Group, Inc. 0.35% Add +4.2% 844,581 $256.0M
Wellington Management Group LLP 0.04% Reduce -33.9% 787,375 $238.7M
Tiaa-Cref Individual & Institutional Services, LLC 0.82% Reduce -4.1% 785,131 $238.0M
Nicholas Hoffman & Company, LLC. 4.86% Add +0.6% 759,092 $230.1M
Bank of Montreal 0.08% Add +1.8% 745,936 $226.1M
Assetmark, Inc. 0.37% Add +191.9% 709,612 $215.1M
Fifth Third Bancorp 0.32% Reduce -2.8% 659,527 $199.9M
Badgley Phelps Wealth Managers, LLC 3.47% Reduce -3.0% 653,239 $198.0M
Davis R M Inc. 2.95% Add +1.4% 616,237 $186.8M
Cullen/Frost Bankers, Inc. 1.80% Add +1.8% 600,979 $182.2M
1832 Asset Management L.P. 0.22% Reduce -4.2% 579,086 $175.5M
Teacher Retirement System of Texas 0.46% No change 567,165 $171.9M
Vanguard Global Advisers, LLC 0.08% Add +0.3% 557,087 $168.9M
Country Trust Bank 2.84% Reduce -17.9% 534,925 $162.1M
Clearstead Advisors, LLC 1.50% Reduce -0.5% 522,390 $158.3M
Moneta Group Investment Advisors LLC 1.14% Reduce -0.8% 506,003 $153.4M
Pathstone Holdings, LLC 0.43% Add +0.6% 482,252 $146.2M
Rockefeller Capital Management L.P. 0.22% Add +4.1% 478,322 $145.0M
Pinnacle Associates Ltd. 1.53% Add +0.9% 462,685 $140.2M
State Street Corp. 0.00% Reduce 0.0% 462,337 $140.1M
MML Investors Services, LLC 0.28% Add +21.1% 454,602 $137.8M
Fusion Family Wealth, LLC 9.08% Reduce -0.2% 440,832 $136.6M
Equitable Holdings, Inc. 0.76% Reduce -1.0% 419,138 $127.0M
Truist Financial Corp. 0.15% Reduce -5.0% 412,889 $125.2M
Peapack Gladstone Financial Corp. 1.44% Add +1.0% 412,077 $124.9M
CBIZ Investment Advisory Services, LLC 4.56% No change 476,205 $124.7M
Kestra Advisory Services, LLC 0.40% Add +46.8% 410,869 $124.5M
Corient Private Wealth LP 0.17% Reduce -25.7% 407,068 $123.4M
Trustmark Bank Trust Department 7.14% Add +7.0% 395,334 $119.8M
Baker Avenue Asset Management, LP 2.27% Add +0.8% 393,762 $119.4M
Wealthspire Advisors, LLC 0.65% Reduce -2.9% 389,955 $118.2M
Natixis Advisors, LLC 0.13% Add +3.0% 387,212 $117.4M
Heartwood Wealth Advisors LLC 9.02% Add +3.3% 383,312 $116.2M
Invictus Private Wealth, LLC 6.19% Add +1.3% 380,442 $115.3M
BlackRock, Inc. 0.00% Add +3.4% 380,254 $115.3M
Cambridge Investment Research Advisors, Inc. 0.24% Reduce -10.0% 355,964 $107.9M
Millburn Ridgefield LLC 2.04% Add +1.3% 354,954 $107.6M
Catalyst Capital Advisors LLC 1.79% Add +1.3% 354,954 $107.6M
Merit Financial Group, LLC 0.62% Add +6.1% 329,358 $99.8M
Karpus Management, Inc. 2.79% Reduce -0.7% 319,556 $96.9M
M&T Bank Corp 0.27% Reduce -2.2% 306,174 $92.8M
Park Avenue Securities LLC 0.57% Add +5.0% 302,910 $91.8M
Lincoln National Corp. 2.27% Add +3.1% 293,140 $88.9M
Jupiter Topco LLC 0.03% — 281,530 $85.3M
Gibraltar Capital Management, Inc. 13.18% Add +0.4% 281,100 $85.2M
Focus Partners Wealth 0.09% Add +5.2% 280,808 $85.1M
Pittenger & Anderson Inc. 2.81% Reduce -0.7% 258,663 $78.4M
Center for Financial Planning, Inc. 7.29% Add +0.7% 257,140 $77.9M
Vista Capital Partners, Inc. 6.77% Reduce -1.8% 255,406 $77.4M
Smithfield Trust Co 3.05% Reduce -2.6% 251,979 $76.5M
Auto-Owners Insurance Co 1.70% Reduce -11.6% 249,028 $75.5M
Wealth Enhancement Advisory Services, LLC 0.12% Add +8.6% 247,593 $73.8M
Thrivent Financial for Lutherans 0.13% Reduce -43.7% 242,540 $73.5M
Private Advisor Group, LLC 0.33% Reduce -35.2% 237,908 $72.1M
Integrated Wealth Concepts LLC 0.47% Add +112.4% 237,840 $72.1M
Sanctuary Advisors, LLC 0.33% Add +43.0% 236,909 $71.8M
CENTRAL TRUST Co 1.26% Reduce -1.9% 229,713 $69.6M
Betterment LLC 0.12% Reduce -2.3% 225,580 $68.4M
Beacon Pointe Advisors, LLC 0.32% Add +40.5% 225,077 $68.2M
MAI Capital Management 0.26% Add +6.1% 224,136 $67.9M
Wealthquest Corp 4.26% Add +19.0% 222,880 $67.6M
US Bancorp \de 0.07% Add +2.9% 219,466 $66.5M
Joel Isaacson & Co., LLC 1.93% Add +3.6% 219,403 $66.5M
NewEdge Advisors, LLC 0.20% Add +12.4% 219,247 $66.5M
Janney Montgomery Scott LLC 0.13% Add +6.1% 216,420 $65.6M
SCS Capital Management LLC 0.62% Reduce -2.1% 215,155 $65.2M
Wit, LLC 1.03% Reduce -19.4% 213,076 $64.6M
Savant Capital, LLC 0.19% Add +130.0% 225,605 $64.4M
Vantagepoint Investment Advisers LLC 0.48% No change 210,237 $63.7M
Choreo, LLC 0.68% Reduce -0.1% 204,425 $62.0M
Ellenbecker Investment Group 7.05% Reduce -3.6% 199,894 $60.6M
Coldstream Capital Management Inc. 0.74% Reduce -39.2% 194,489 $59.0M
Cary Street Partners Financial LLC 1.26% Reduce -2.5% 190,361 $57.7M
American Trust 4.43% Add +0.6% 189,427 $57.4M
Regions Financial Corp. 0.34% Add +8.5% 189,238 $57.4M
Chandler Asset Management, Inc. 8.00% Reduce -2.1% 187,220 $56.8M
Chicago Partners Investment Group LLC 1.13% Add +5.1% 192,065 $56.6M
Citizens Financial Group Inc. 0.68% Add +4.0% 185,047 $56.1M
Ballast, Inc. 10.57% Add +7.6% 184,845 $56.0M
&partners 0.23% Add +13.1% 182,529 $55.3M
Clark Asset Management, LLC 4.27% Add +8.8% 179,533 $54.4M
Axxcess Wealth Management, LLC 0.85% New 176,047 $53.4M
MilWealth Group LLC 11.20% Add +0.3% 173,301 $52.5M
Pinnacle Wealth Management Advisory Group, LLC 3.05% Add +3.4% 169,243 $51.3M
TCV Trust & Wealth Management, Inc. 3.86% Reduce -1.3% 168,264 $51.0M
CX Institutional 1.47% Reduce -5.1% 168,070 $50.9M
Johnson Financial Group, LLC 2.74% Add +1.9% 167,764 $50.9M
Garde Capital, Inc. 2.28% Reduce -0.3% 167,731 $50.8M
AMG National Trust Bank 1.03% Reduce -1.2% 165,626 $50.2M
AA Financial Advisors, LLC 5.86% Add +25.7% 160,869 $48.8M
Parallel Advisors, LLC 0.74% Reduce -0.4% 160,428 $48.6M
MPS Loria Financial Planners, LLC 11.03% Add +2.6% 158,328 $48.0M
Avior Wealth Management, LLC 1.22% Add +18.8% 153,346 $46.5M
Alps Advisors Inc. 0.22% Reduce -0.8% 152,155 $46.1M
Investments & Financial Planning, LLC 21.46% Add +0.5% 149,530 $45.3M
Brown Financial Advisory 18.72% Add +4.6% 147,831 $44.8M
Orion Porfolio Solutions, LLC 0.34% Add +22.2% 147,448 $44.7M
Mountain Capital Investment Advisors Inc. 6.31% Add +1.7% 146,186 $44.3M
Discipline Wealth Solutions, LLC 3.86% Add +9.7% 146,099 $44.3M
Apella Capital, LLC 0.62% Add +4.1% 148,012 $44.2M
Capital Asset Advisory Services LLC 1.57% Add +5.3% 143,354 $43.5M
Aufman Associates Inc 17.04% Reduce -1.2% 141,062 $42.8M
Legacy Financial Group LLC 4.70% Reduce -4.3% 137,688 $41.7M
Northeast Investment Management 1.54% Add +3.4% 137,569 $41.7M
Compound Planning, Inc. 1.09% Add +0.3% 137,539 $41.7M
Associated Banc-Corp 0.98% Add +2.4% 136,256 $41.3M
Connecticut Wealth Management, LLC 1.52% Reduce -4.8% 135,435 $41.1M
Brookstone Capital Management 0.41% Add +10.3% 134,707 $40.8M
Heritage Investors Management Corp. 1.12% Reduce -6.2% 134,058 $40.6M
Scott Capital Advisors, LLC 6.30% Reduce -2.0% 132,758 $40.2M
Northern Trust Corp. 0.00% Reduce -0.3% 132,415 $40.1M
D.A. Davidson & Co. 0.22% Reduce -2.3% 132,169 $40.1M
Moller Wealth Partners 7.25% Reduce -3.0% 132,140 $40.1M
Whelan Financial 10.70% Add +0.3% 129,593 $39.3M
Lido Advisors, LLC 0.14% Reduce -12.7% 127,593 $38.7M
Waverly Advisors, LLC 0.22% Add +0.6% 127,397 $38.6M
Randolph Co Inc 3.22% Add +0.0% 126,306 $38.3M
Pure Financial Advisors, LLC 0.49% Reduce -0.5% 126,112 $38.2M
First Command Advisory Services, Inc. 0.23% Reduce -35.6% 125,748 $38.1M
AQR Capital Management 0.01% Add +15.8% 125,108 $37.9M
Financial Management Professionals, Inc. 3.59% Reduce -2.7% 124,872 $37.9M
StoneX Group Inc. 1.50% Add +3.8% 122,525 $37.2M
Bessemer Group Inc. 0.05% Add +34.5% 122,573 $37.2M
Wolff Financial Management LLC 7.34% Reduce -1.6% 121,432 $36.8M
Chatham Capital Group, Inc. 4.69% Add +1.3% 121,101 $36.7M
Bluestem Financial Advisors, LLC 12.85% Reduce -2.1% 120,996 $36.7M
Steward Partners Investment Advisory, LLC 0.19% Add +27.0% 119,902 $36.3M
WP Advisors, LLC 8.72% Reduce -1.3% 118,864 $36.0M
Circle Wealth Management, LLC 0.45% No change 117,586 $35.6M
NewEdge Wealth, LLC 0.36% Reduce -0.9% 117,108 $35.5M
Summit Financial, LLC 0.39% Add +6.2% 116,926 $35.4M
Arax Advisory Partners 0.23% Add +84.6% 116,555 $35.3M
St Germain D J Co. Inc. 1.26% Reduce -2.0% 115,437 $35.0M
United Capital Financial Advisors, LLC 0.19% Reduce -1.7% 115,463 $35.0M
CreativeOne Wealth, LLC 0.75% Reduce -1.3% 114,328 $34.7M
Vanguard Advisers Inc. 0.12% Reduce -1.2% 114,139 $34.6M
Composition Wealth, LLC 0.40% Reduce -1.1% 112,791 $34.2M
3Chopt Investment Partners, LLC 6.32% Add +10.7% 110,885 $33.6M
Leavell Investment Management, Inc. 1.23% Reduce -0.7% 110,711 $33.6M
Howard Capital Management Group, LLC 2.04% Reduce -0.3% 109,897 $33.3M
Searcy Financial Services Inc. 11.11% Reduce -1.8% 109,328 $33.1M
EP Wealth Advisors, LLC 0.13% Add +2.8% 109,265 $33.1M
Bank of Hawaii 1.62% Reduce -1.6% 108,559 $32.9M
Curran Financial Partners, LLC 4.79% Add +10.3% 106,081 $32.2M
Procyon Advisors, LLC 1.39% Reduce -0.9% 105,915 $32.1M
HB Wealth Management, LLC 0.18% Add +16.2% 105,892 $32.1M
AlphaCore Capital LLC 0.57% Add +10.6% 103,126 $31.3M
Manning & Napier Advisors LLC 0.40% Add +7.2% 102,876 $31.2M
Cyndeo Wealth Partners, LLC 1.46% Add +5.8% 102,541 $31.1M
SP Asset Management LLC 2.48% Reduce -0.0% 102,238 $31.0M
Signal Advisors Wealth, LLC 1.60% Add +54.6% 100,858 $30.6M
Stephens Inc. 0.34% Add +0.1% 100,816 $30.6M
Focus Partners Advisor Solutions, LLC 0.26% Add +32.6% 100,534 $30.5M
Modera Wealth Management, LLC 0.32% Reduce -3.3% 99,867 $30.3M
First Manhattan Co. Llc. 0.08% Add +10.9% 99,194 $30.1M
Patriot Investment Management Group, Inc. 1.73% Reduce -0.7% 98,662 $29.9M
TRB Wealth Management, LLC 3.97% Add +0.6% 98,465 $29.8M
BLB&B Advisors, LLC 1.09% Reduce -2.5% 98,397 $29.8M
MBE Wealth Management, LLC 10.45% Reduce -1.1% 98,047 $29.7M
Woodmont Investment Counsel LLC 1.62% Reduce -0.1% 97,940 $29.7M
Koshinski Asset Management, Inc. 1.55% Add +5.0% 96,303 $29.2M
Laird Norton Wetherby Trust Company, LLC 0.55% Reduce -3.1% 95,164 $28.8M
Inspirion Wealth Advisors, LLC 3.30% Add +10.9% 95,625 $28.8M
Elm Partners Management LLC 1.02% Add +10.3% 94,216 $28.6M
Huntington National Bank 0.18% Add +0.7% 93,906 $28.5M
Koesten, Hirschmann & Crabtree, INC. 11.71% Add +5.8% 92,772 $28.1M
Bleakley Financial Group, LLC 0.35% Add +9.7% 91,884 $27.9M
Brown Advisory Inc. 0.04% Reduce -2.3% 91,350 $27.7M
Quantinno Capital Management LP 0.03% Add +26.1% 91,129 $27.6M
Aspiriant, LLC 0.68% Add +2.4% 90,467 $27.4M
Noble Family Wealth, LLC 4.90% Add +10.0% 90,379 $27.4M
WBH Advisory Inc. 1.82% Add +0.4% 89,618 $27.2M
Fund Evaluation Group, LLC 0.72% Add +198.6% 87,872 $26.6M
Simon Quick Advisors, LLC 1.07% Add +1.8% 87,670 $26.6M
Summit Trail Advisors, LLC 0.33% Reduce -2.0% 87,486 $26.5M
Glenview Trust Co 0.37% Reduce -1.6% 87,170 $26.4M
Hurlow Wealth Management Group, Inc. 5.47% Reduce -1.0% 86,672 $26.3M
Ameritas Advisory Services, LLC 0.53% Add +65.5% 86,317 $26.2M
DeDora Capital, Inc. 5.68% Add +8.4% 86,239 $26.1M
Tidal Investments LLC 0.06% Add +23.8% 85,747 $26.0M
Montag A & Associates Inc. 1.10% Reduce -3.0% 85,699 $26.0M
Crewe Advisors LLC 1.88% No change 85,513 $25.9M
QRG Capital Management, Inc. 0.21% Add +17.2% 84,191 $25.5M
Financial Engines Advisors L.L.C. 0.05% Reduce -3.8% 84,171 $25.5M
Burrus Financial Services, Inc. 10.97% Reduce -2.3% 83,316 $25.3M
Cresset Asset Management, LLC 0.09% Add +21.0% 81,665 $24.8M
Tectonic Advisors LLC 1.18% Add +3.7% 81,125 $24.6M
BCK Partners, Inc. 11.76% Reduce -1.8% 80,458 $24.4M
Whitegate Investment Counselors, Inc. 6.92% Add +1.9% 80,223 $24.3M
Strategic Investment Advisors / MI 1.45% Add +4.4% 78,810 $23.9M
Daymark Wealth Partners, LLC 0.58% Add +0.9% 78,096 $23.7M
MBM Wealth Consultants, LLC 4.56% Reduce -5.8% 77,964 $23.6M
Compton Wealth Advisory Group, LLC 4.73% Reduce -0.2% 77,776 $23.5M
Kohmann Bosshard Financial Services, LLC 1.99% Reduce -1.9% 77,283 $23.4M
Twele Capital Management, Inc. 3.78% Reduce -2.2% 76,439 $23.2M
Concurrent Investment Advisors, LLC 0.20% Add +20.0% 75,758 $23.0M
Salem Investment Counselors Inc. 0.56% Add +0.0% 74,861 $22.7M
Rainey & Randall Wealth Advisors Inc. 3.24% Add +4.1% 74,700 $22.6M
Atria Investments, Inc 0.23% Add +17.6% 74,685 $22.6M
SAM Advisors, LLC 6.17% Add +1.4% 74,596 $22.6M
Roof Eidam Maycock Peralta, LLC 4.45% Reduce -1.1% 74,582 $22.6M
O'shaughnessy Asset Management, LLC 0.11% Add +1.3% 74,541 $22.6M
Financial Synergies Wealth Advisors, Inc. 1.91% Reduce -3.5% 74,319 $22.5M
Johnson Investment Counsel Inc. 0.16% Add +23.2% 74,060 $22.4M
Blair William & Co. 0.06% Add +15.3% 73,321 $22.2M
Charles Schwab Trust Co 1.24% Reduce -4.5% 73,151 $22.2M
Marietta Wealth Management, LLC 2.26% Add +0.9% 72,359 $21.9M
Great Valley Advisor Group, Inc. 0.34% Add +3.2% 71,790 $21.8M
OneAscent Financial Services LLC 1.04% Reduce -1.6% 71,522 $21.7M
Forvis Mazars Wealth Advisors, LLC 0.36% Reduce -7.3% 70,763 $21.4M
Wealthspire Retirement, LLC 1.17% Reduce -4.7% 70,589 $21.4M
Gemmer Asset Management LLC 1.42% Reduce -0.1% 69,547 $21.1M
Golden Road Advisors LLC 10.13% Reduce -0.8% 68,897 $20.9M
VestGen Advisors, LLC 0.61% Reduce -5.8% 68,766 $20.8M
Bradley Foster & Sargent Inc. 0.29% Add +7.6% 67,606 $20.5M
Abound Wealth Management 4.05% Reduce -0.1% 67,280 $20.4M
AJ Advisors, LLC 6.29% Add +1.9% 66,781 $20.2M
Aries Wealth Management 3.97% Add +1.7% 66,637 $20.2M
Capital Group Private Client Services, Inc. 0.28% Add +9.8% 66,281 $20.1M
Old Mission Investment Co LLC 4.17% Add +67.0% 66,050 $20.0M
Sage Rhino Capital LLC 3.28% Reduce -7.2% 65,839 $20.0M
Drucker Wealth 3.0, LLC 3.15% Reduce -9.9% 65,708 $19.9M
Dunhill Financial, LLC 4.04% Add +2.6% 65,265 $19.8M
Acropolis Investment Management, LLC 0.78% Reduce -3.3% 64,981 $19.7M
Alliancebernstein L.P. 0.01% Add +4.9% 73,740 $19.3M
Crane Advisory, LLC 2.76% Add +1.3% 64,565 $19.2M
Kestra Private Wealth Services, LLC 0.21% Reduce -1.4% 63,255 $19.2M
Whittier Trust Co. of Nevada Inc. 0.35% Reduce -0.3% 63,557 $19.0M
Performance Wealth Partners, LLC 0.47% Add +16.6% 62,311 $18.9M
Burling Wealth Partners, LLC 2.76% Add +4.5% 62,242 $18.9M
Agf Management Ltd. 0.07% Reduce -6.0% 61,981 $18.8M
Nelson Capital Management, LLC 2.06% Reduce -1.2% 61,952 $18.8M
RFG Holdings, Inc. 3.93% Add +2.5% 61,812 $18.7M
True North Advisors, LLC 1.79% Reduce -1.4% 61,751 $18.7M
McAdam, LLC 0.72% Add +0.1% 61,748 $18.7M
Allworth Financial LP 0.08% Reduce -10.1% 61,660 $18.7M
Equity Wealth Partners, LLC 6.69% Add +90.3% 61,430 $18.6M
Citigroup Inc. 0.01% Add +164.7% 61,078 $18.5M
World Investment Advisors 0.31% Reduce -7.5% 69,190 $18.5M
Focused Wealth Management, Inc 1.60% Add +3.1% 59,868 $18.1M
Tribridge Partners Financial LLC 7.08% Reduce -2.1% 60,827 $18.1M
Wedmont Private Capital 0.49% Add +0.3% 60,211 $18.0M
Wealth Architects, LLC 1.41% Reduce -2.7% 58,944 $17.9M
Clarity Wealth Advisors, LLC 3.14% Add +6.5% 58,679 $17.8M
TD Private Client Wealth LLC 0.33% Add +3.7% 58,458 $17.7M
EverSource Wealth Advisors, LLC 0.60% Reduce -47.0% 58,318 $17.7M
Atmos Advisory, LLC 9.19% Add +1.0% 58,007 $17.6M
Plum Street Advisors, LLC 5.57% Reduce -3.6% 57,507 $17.4M
GoalFusion Wealth Management, LLC 7.03% Add +1.3% 57,414 $17.4M
Susquehanna International Group, LLP 0.02% Add +749.8% 57,356 $17.4M
Savvy Advisors, Inc. 0.37% Add +1.7% 57,241 $17.4M
Berkshire Asset Management LLC 0.67% Add +0.1% 56,738 $17.2M
ETF Portfolio Partners, Inc. 4.08% Reduce -0.6% 56,616 $17.2M
Copper Harbor Investment Advisors, LLC 3.60% — 56,130 $17.0M
Ascent Wealth Partners, LLC 1.70% Add +5.5% 56,075 $17.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -35.1% 56,075 $17.0M
Trust Co of the South 2.39% Add +0.8% 56,049 $17.0M
Nicolet Bankshares Inc. 0.54% Add +8.9% 55,781 $16.9M
McClarren Financial Advisors, Inc. 8.70% Reduce -0.3% 55,545 $16.8M
White Wing Wealth Management 8.72% Reduce -0.6% 55,140 $16.7M
Oppenheimer & Co. Inc. 0.18% Add +3.3% 54,570 $16.5M
VSM Wealth Advisory, LLC 4.39% Reduce -0.9% 54,504 $16.5M
Vestmark Advisory Solutions, Inc. 0.15% Reduce -6.3% 53,772 $16.3M
Diversify Advisory Services, LLC 0.27% New 54,872 $16.3M
Diversify Wealth Management, LLC 0.27% Add +3.0% 54,872 $16.3M
Frisco Financial Planning LLC 12.23% Reduce -2.0% 53,540 $16.2M
Sage Financial Group Inc. 0.90% Reduce -0.3% 53,537 $16.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.24% Add +0.1% 53,368 $16.2M
J.W. Cole Advisors, Inc. 0.28% New 53,027 $16.1M
Mitchell McLeod Pugh & Williams Inc. 1.97% Add +2.6% 52,877 $16.0M
Envestnet Portfolio Solutions, Inc. 0.08% Add +9.4% 52,796 $16.0M
Jane Street Group, LLC 0.01% Reduce -72.4% 52,260 $15.8M
PDS Planning, Inc 0.91% Add +0.2% 52,128 $15.8M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.77% Add +8.1% 51,773 $15.7M
Ballentine Partners, LLC 0.19% Reduce -2.1% 51,611 $15.6M
Spectrum Financial Alliance Ltd LLC 2.30% Add +13.4% 51,609 $15.6M
Asset Management Group, Inc. 2.28% Reduce -0.7% 51,437 $15.6M
Rossmore Private Capital 1.26% Add +0.2% 51,231 $15.5M
Roberts Wealth Advisors, LLC 3.52% Reduce -0.2% 51,091 $15.5M
Ashton Thomas Private Wealth, LLC 0.32% Add +2.6% 50,954 $15.4M
Farther Finance Advisors, LLC 0.12% Add +1.3% 50,766 $15.4M
Bokf, NA 0.21% Add +19.1% 50,427 $15.3M
Arbor Wealth Advisors LLC 9.34% Add +0.0% 50,381 $15.3M
Cherry Tree Wealth Management, LLC 2.87% Add +4.7% 50,301 $15.2M
Tiaa Trust, National Association 0.90% Reduce -2.1% 50,141 $15.2M
Capital Advisors Inc. 0.22% Reduce -1.3% 49,597 $15.0M
Peddock Capital Advisors, LLC 2.99% Add +2.6% 49,484 $15.0M
Staley Capital Advisers Inc. 0.58% Reduce -0.5% 48,967 $14.8M
Kingswood Wealth Advisors, LLC 0.60% Add +11.7% 48,951 $14.8M
Dakota Wealth Management 0.28% Reduce -0.3% 48,621 $14.7M
Kathmere Capital Management, LLC 0.78% Reduce -0.9% 48,565 $14.7M
NorthRock Partners, LLC 0.21% Reduce -0.3% 48,519 $14.7M
Crestwood Advisors Group, LLC 0.22% Reduce -0.1% 48,362 $14.7M
CRA Financial Services, LLC 1.69% Reduce -2.0% 48,302 $14.6M
High Note Wealth, LLC 2.48% Add +0.6% 48,037 $14.6M
James J. Burns & Company, LLC 1.57% Add +3.3% 47,870 $14.5M
Bear Mountain Capital, Inc. 4.18% Add +1.1% 48,633 $14.4M
Vawter Financial, Ltd. 5.43% Reduce -0.8% 47,551 $14.4M
KTF Investments, LLC 1.45% Reduce -4.6% 47,279 $14.3M
Stratos Wealth Partners, LTD. 0.15% Reduce -0.9% 47,272 $14.3M
Earned Wealth Advisors, LLC 0.92% Add +12.0% 47,145 $14.3M
Bartlett & Co. Wealth Management LLC 0.18% Reduce -1.4% 47,096 $14.3M
Beirne Wealth Consulting Services, LLC 2.84% Add +0.3% 47,050 $14.3M
David Kennon Inc 4.69% Reduce -1.2% 46,823 $14.2M
Integral Investment Advisors, Inc. 3.13% Add +0.2% 46,818 $14.2M
Americana Partners, LLC 0.32% Add +237.4% 46,780 $14.2M
GeoWealth Management, LLC 0.44% Add +0.3% 46,634 $14.1M
Apollon Wealth Management, LLC 0.17% Add +17.9% 46,612 $14.1M
Vise Technologies, Inc. 0.16% Add +48.0% 46,525 $14.1M
Caprock Group, LLC 0.27% Add +5.4% 46,461 $14.1M
Canandaigua National Bank & Trust Co. 1.18% — 46,232 $14.0M
Mason & Associates, LLC 2.91% Add +0.7% 46,209 $14.0M
DORVAL Corp 4.03% Add +1.6% 46,172 $14.0M
Whittier Trust Co. 0.14% Reduce -0.4% 46,237 $13.9M
Apriem Advisors 1.19% Add +10.5% 45,306 $13.7M
Benjamin Edwards Inc. 0.12% Reduce -10.0% 45,016 $13.7M
Ni Acquisitions Company, LLC 5.82% — 44,993 $13.6M
Code Waechter LLC 7.05% Add +7.0% 44,952 $13.6M
JDM Financial Group LLC 4.63% Add +27.7% 120,569 $13.6M
Madrona Financial Services, LLC 2.48% Add +5.1% 44,361 $13.4M
Rwa Wealth Partners, LLC 0.13% Add +18.8% 44,329 $13.4M
Fiduciary Wealth Partners, LLC 7.38% Reduce -16.5% 44,238 $13.4M
Sage Mountain Advisors LLC 0.82% Add +0.3% 44,152 $13.4M
Capital Advisors Wealth Management, LLC 1.56% Add +3.1% 43,690 $13.2M
IMA Advisory Services, Inc. 0.82% Add +3561.9% 43,393 $13.2M
Black Diamond Financial, LLC 1.16% Add +21.2% 43,280 $13.1M
AdvisorNet Financial, Inc 0.60% Add +8.9% 43,077 $13.1M
NORTHSTAR ASSET MANAGEMENT Co 2.45% Add +0.9% 44,011 $13.0M
Capital Management Associates, Inc 2.61% Add +2.3% 42,847 $13.0M
Fee-Only Financial Planning, L.C. 6.94% Reduce -0.6% 42,733 $13.0M
Red Wave Investments LLC 3.29% Add +6.2% 42,690 $12.9M
Ellevest, Inc. 1.52% Add +113.0% 86,654 $12.9M
Fonville Wealth Management LLC 2.10% Reduce -2.3% 42,424 $12.9M
Fiduciary Advisors, Inc. 8.64% Add +1.4% 42,368 $12.8M
Commerce Bank 0.06% Add +20.8% 42,300 $12.8M
Harbour Investments, Inc. 0.17% Add +2.8% 42,273 $12.8M
Mb, Levis & Associates, LLC 4.71% Add +6238.4% 42,150 $12.8M
Praetorian Wealth Management, Inc. 2.20% Add +0.2% 42,131 $12.8M
Crusonia Wealth Advisors LLC 2.10% Add +9.1% 42,091 $12.8M
Perigon Wealth Management, LLC 0.20% Add +0.2% 41,716 $12.6M
Chilton Capital Management LLC 0.40% Reduce -0.4% 41,614 $12.6M
Wealth Analytics Partners, LLC 4.56% Reduce -0.9% 42,379 $12.6M
Agate Pass Investment Management, LLC 4.61% Reduce -2.1% 41,287 $12.5M
Berman McAleer LLC 1.45% Reduce -0.5% 41,181 $12.5M
25 LLC 3.39% Reduce -0.6% 40,836 $12.4M
Principal Securities, Inc. 0.15% Add +11.4% 40,765 $12.4M
Sigma Planning Corp 0.31% Add +18.7% 40,643 $12.3M
Beacon Financial Strategies CORP 6.12% Add +1.4% 40,606 $12.3M
Hoge Financial Services, LLC 5.84% Reduce -0.9% 40,272 $12.2M
TD Capital Management LLC 0.99% Reduce -1.8% 40,087 $12.2M
Bridges Investment Management Inc. 0.15% Reduce -0.0% 39,944 $12.1M
Chesley Taft & Associates LLC 0.47% Add +6.6% 39,904 $12.1M
Leeward Financial Partners, LLC 3.17% Add +1.6% 39,856 $12.1M
Brooklyn FI, LLC 2.21% Add +1.2% 40,724 $12.0M
Gotham Asset Management 0.03% Add +0.9% 39,553 $12.0M
Culbertson A N & Co. Inc. 1.39% Reduce -0.5% 39,471 $12.0M
Kearns & Associates LLC 5.57% Add +0.8% 39,367 $11.9M
Napier Financial, LLC 2.48% Add +0.6% 39,347 $11.9M
Smartleaf Asset Management LLC 0.39% No change 39,554 $11.9M
Legacy Wealth Partners, LLC 2.66% Add +0.3% 39,103 $11.9M
BlueSky Wealth Advisors, LLC 1.37% Reduce -2.7% 39,084 $11.8M
Capital Planning LLC 3.43% Reduce -7.0% 38,814 $11.8M
Brindle & Bay Financial Advisors, LLC 5.88% Add +43.1% 38,780 $11.8M
Evergreen Capital Management LLC 0.21% Add +0.1% 38,768 $11.8M
Petredis Investment Advisors LLC 0.79% Reduce -1.6% 38,608 $11.7M
OneDigital Investment Advisors LLC 0.10% Reduce -9.2% 38,563 $11.7M
Financial Futures Ltd Liability Co. 4.44% Add +1.1% 38,495 $11.7M
Wealth Management Strategies, Inc. 4.54% Add +5.3% 38,346 $11.6M
Single Point Partners, LLC 2.01% Reduce -3.8% 37,745 $11.4M
SouthState Bank Corp 0.47% Add +1.4% 37,529 $11.4M
TriaGen Wealth Management LLC 2.84% Add +0.7% 37,370 $11.3M
Field & Main Bank 2.33% Add +2.3% 37,250 $11.3M
Wesbanco Bank Inc. 0.28% Add +4.8% 36,971 $11.2M
Silverleafe Capital Partners, LLC 3.04% Reduce -16.3% 36,839 $11.2M
BOK Financial Private Wealth, Inc. 0.57% Reduce -4.4% 36,657 $11.1M
Capital Advantage, Inc. 1.34% Add +4.6% 36,228 $11.0M
Flagship Harbor Advisors, LLC 0.42% Add +1.0% 36,207 $11.0M
Wealthcare Advisory Partners LLC 0.21% Reduce -3.0% 36,007 $10.9M
Valmark Advisers, Inc. 0.12% Add +1.1% 35,919 $10.9M
Evolution Wealth Advisors, LLC 1.27% Reduce -2.5% 35,915 $10.9M
Visionary Wealth Advisors 0.43% Add +0.2% 35,863 $10.9M
Beacon Financial Planning, Inc. 3.68% Add +2.0% 35,796 $10.9M
DMKC Advisory Services, LLC 2.05% Add +439.1% 35,779 $10.8M
Verum Partners LLC 1.62% Add +1.1% 35,371 $10.7M
Peak Retirement Planning, Inc. 1.69% Add +2.1% 35,246 $10.7M
Krane Financial Solutions LLC 6.53% Reduce -0.3% 34,974 $10.6M
Cornerstone National Bank & Trust Co 3.56% Reduce -5.8% 34,936 $10.5M
Sand Hill Global Advisors, LLC 0.32% Reduce -1.8% 34,748 $10.5M
Titleist Asset Management, LLC 0.71% Reduce -1.1% 34,707 $10.5M
Goldstone Financial Group, LLC 0.96% Add +113.7% 34,639 $10.5M
Thrive Wealth Management, LLC 1.34% Add +1.5% 34,451 $10.4M
IFP Advisors, Inc 0.19% Add +0.1% 34,373 $10.4M
Evolution Advisers, Inc. 3.78% Add +4.4% 33,903 $10.3M
Orgel Wealth Management, LLC 0.19% Add +0.3% 33,887 $10.3M
Roundview Capital LLC 0.56% Add +9.9% 33,838 $10.3M
Private Client Services, LLC 2.69% Add +40.9% 33,814 $10.2M
Cynosure Group, LLC 1.54% Reduce -22.7% 33,812 $10.2M
Smith & Howard Wealth Management, LLC 2.10% Reduce -7.6% 33,750 $10.2M
BIP Wealth, LLC 0.29% Add +18.4% 33,588 $10.2M
Rinkey Investments 2.38% Add +5.0% 33,327 $10.1M
Sovereign Financial Group, Inc. 1.54% Add +3.9% 33,141 $10.0M
Empower Advisory Group, LLC 0.02% Add +1.0% 33,099 $10.0M
Sandy Cove Advisors, LLC 2.51% Reduce -0.8% 33,062 $10.0M
Johnson Bixby & Associates, LLC 1.12% Add +10.7% 33,027 $10.0M
Midwest Trust Co 0.11% Add +0.9% 32,890 $10.0M
Howard Wealth Management, LLC 3.68% Add +3.0% 32,826 $10.0M
Prosperity Advisers, LLC 7.15% Add +2.2% 32,560 $9.9M
Florida Trust Wealth Management Co 0.24% Add +2.8% 32,477 $9.8M
OFS Enterprise LLC 2.51% Reduce -0.8% 32,420 $9.8M
Ramiah Investment Group 7.49% Add +2.5% 32,379 $9.8M
Prospera Financial Services Inc 0.14% Reduce -3.7% 31,945 $9.7M
Five Pine Wealth Management 5.49% Reduce -2.5% 31,990 $9.7M
Franklin Resources Inc. 0.00% Reduce -24.3% 31,909 $9.7M
WESCAP Management Group, Inc. 1.80% Reduce -2.3% 31,749 $9.6M
Haverford Trust Co 0.08% Reduce -0.5% 31,727 $9.6M
Elite Financial, Inc. 3.88% Reduce -2.0% 31,678 $9.6M
First Bancorp, Inc 3.79% Add +0.1% 31,666 $9.6M
Cambridge Advisors Inc. 1.65% No change 31,646 $9.6M
Cozad Asset Management Inc. 0.62% Add +0.9% 31,578 $9.6M
Mutual Advisors, LLC 0.18% Add +2.8% 31,479 $9.5M
Dynamic Advisor Solutions LLC 0.27% Reduce -1.1% 31,446 $9.5M
Meeder Advisory Services, Inc. 0.35% Add +15.4% 31,348 $9.5M
Harbor Advisory Corp. 2.50% Reduce -7.8% 30,823 $9.3M
Latigo Investments, LLC 4.14% No change 30,671 $9.3M
Texas Yale Capital Corp. 0.20% Reduce -1.5% 30,598 $9.3M
Lazard Asset Management LLC 0.01% Reduce -0.3% 30,544 $9.3M
Ancora Advisors LLC 0.18% Reduce -0.5% 30,370 $9.2M
Westwood Holdings Group Inc. 0.07% Reduce -0.2% 30,334 $9.2M
Rehmann Capital Advisory Group 0.42% Reduce -0.7% 30,310 $9.2M
Global Retirement Partners, LLC 0.14% — 30,301 $9.2M
Arrow Financial Corp 0.82% Reduce -3.4% 30,205 $9.2M
Waller Financial Planning Group, Inc. 1.87% Reduce -4.8% 29,961 $9.1M
Plus Group Wealth Advisors LLC 8.54% Add +2.1% 29,945 $9.1M
Venture Visionary Partners LLC 0.25% Reduce -6.9% 29,636 $9.0M
Gill Capital Partners, LLC 2.38% Add +0.7% 29,589 $9.0M
Arcadia Wealth Management, LLC 2.80% Add +0.1% 29,411 $8.9M
Retirement Management Systems Inc. 1.82% Add +6.2% 29,290 $8.9M
Brick & Kyle, Associates 2.92% No change 33,768 $8.8M
Fiduciary Trust Co 0.10% No change 29,126 $8.8M
Arkos Global Advisors 1.04% Reduce -0.8% 29,112 $8.8M
NavPoint Financial, Inc. 3.27% Reduce -0.2% 29,091 $8.8M
Logan Capital Management Inc. 0.33% — 29,057 $8.8M
Nwam LLC 0.44% Add +10.1% 28,847 $8.7M
Warwick Investment Management, Inc. 0.98% Reduce -7.0% 28,822 $8.7M
First PREMIER Bank 1.41% Add +2.9% 28,818 $8.7M
Mesirow Financial Investment Management, Inc. 0.14% Add +1.7% 28,681 $8.7M
Gateway Wealth Partners, LLC 0.52% Reduce -43.7% 28,604 $8.7M
Atlantic Union Bankshares Corp 0.14% Add +14.8% 28,564 $8.7M
RW Investment Management LLC 0.76% Add +1.7% 28,546 $8.7M
Creekside Partners 3.13% Add +1.0% 28,515 $8.6M
Root Financial Partners, LLC 0.33% Add +10.0% 28,408 $8.6M
Steph & Co. 2.17% Reduce -4.2% 28,319 $8.6M
Essex Financial Services, Inc. 0.42% Add +4.4% 28,115 $8.5M
Signal Tree Financial Partners LLC 5.57% Add +5.7% 27,713 $8.4M
Archford Capital Strategies, LLC 0.85% Add +11.0% 27,652 $8.4M
Colony Family Offices, LLC 1.83% Reduce -1.7% 27,432 $8.3M
HighRoad Wealth Advisors, LLC 7.01% Add +0.5% 27,426 $8.3M
Family Wealth Partners, LLC 2.55% Reduce -1.0% 27,366 $8.3M
REAP Financial Group, LLC 1.41% Add +4.9% 27,258 $8.3M
Prepared Retirement Institute LLC 3.50% Reduce -3.2% 27,121 $8.2M
Quaker Wealth Management, LLC 2.39% Add +1.0% 27,090 $8.2M
Duncan Williams Asset Management, LLC 1.85% Add +1.3% 27,067 $8.2M
CSM Advisors, LLC 0.18% Reduce -40.4% 27,044 $8.2M
Fifth Third Securities, Inc. 0.47% Reduce -6.0% 26,909 $8.2M
Snowden Capital Advisors LLC 0.19% Add +3.3% 26,841 $8.1M
DAVENPORT & Co LLC 0.04% Add +28.0% 26,766 $8.1M
White Lighthouse Investment Management Inc. 1.01% Reduce -1.1% 26,615 $8.1M
Sequoia Financial Advisors, LLC 0.04% Reduce -3.4% 26,593 $8.1M
Cambridge Capital Management, LLC 3.06% Add +0.9% 26,554 $8.0M
Continuum Advisory, LLC 0.64% Add +0.5% 26,197 $7.9M
Rareview Capital LLC 4.37% Add +6.3% 32,970 $7.8M
S.A. Mason LLC 2.40% Add +11.1% 25,765 $7.8M
Arcadia Investment Advisors LLC 3.28% Reduce -8.6% 25,635 $7.8M
Level Four Advisory Services, LLC 0.22% Reduce -23.6% 25,525 $7.7M
Gilman Hill Asset Management, LLC 1.07% Reduce -10.3% 25,510 $7.7M
Ieq Capital, LLC 0.04% Reduce -14.8% 25,482 $7.7M
GreatBanc Trust CO 4.77% Reduce -12.8% 25,368 $7.7M
Argent Trust Co 0.22% Add +18.6% 25,249 $7.7M
Certified Advisory Corp 0.61% Add +1.8% 25,098 $7.6M
Peterson Wealth Advisors, LLC 0.90% Reduce -2.6% 25,039 $7.6M
Annex Advisory Services, LLC 0.13% Reduce -2.5% 25,011 $7.6M
Greenhouse Wealth Management, LLC 5.31% Reduce -3.9% 24,935 $7.6M
Sapient Capital LLC 0.10% Add +63.5% 24,832 $7.5M
Belpointe Asset Management LLC 0.25% Reduce -3.2% 24,759 $7.5M
Grove Bank & Trust 0.74% Add +4.6% 24,750 $7.5M
Fifth Third Wealth Advisors LLC 0.21% Reduce -1.0% 24,738 $7.5M
Accredited Investors Inc. 0.32% Reduce -5.2% 24,724 $7.5M
Aptus Capital Advisors, LLC 0.05% Add +13.0% 24,586 $7.5M
West Bancorporation Inc. 3.19% Add +3.8% 24,582 $7.5M
Pinnacle Financial Group, LLC / IL 1.82% Add +4.3% 24,578 $7.4M
Brightwater Advisory LLC 4.70% Reduce -2.1% 24,551 $7.4M
Pinnacle Financial Partners, Inc. 0.05% Reduce -0.5% 24,536 $7.4M
Ruggaard & Associates LLC 2.66% Reduce -1.5% 24,486 $7.4M
Jacobsen Capital Management 2.17% Add +0.4% 24,475 $7.4M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.61% Reduce -1.1% 24,437 $7.4M
Rose Capital Advisors LLC 3.97% — 24,429 $7.4M
Carr Financial Group Corp 1.70% Add +3.9% 24,369 $7.4M
NewCorp Financial Services, Inc. 5.65% Add +3.1% 24,350 $7.4M
JNBA Financial Advisors 0.56% Reduce -17.9% 24,310 $7.4M
First United Bank & Trust 2.10% Add +3.6% 24,084 $7.3M
Cathy Pareto & Associates, Inc. 4.28% Add +1.1% 24,073 $7.3M
Kera Capital Partners, Inc. 0.70% Add +6.8% 24,023 $7.3M
Quest Investment Management LLC 0.84% Reduce -3.6% 23,835 $7.2M
Walkner Condon Financial Advisors LLC 0.83% Add +0.9% 23,721 $7.2M
McNaughton Wealth Management, LLC 2.54% Add +5.8% 23,616 $7.2M
Family Investment Center, Inc. 1.19% Reduce -0.9% 23,607 $7.2M
Xcelsior Advisor Partners LLC 0.94% Add +2.5% 23,535 $7.1M
Christine Messmer PC 4.00% Add +4.6% 23,406 $7.1M
Advisor OS, LLC 0.47% Add +25.5% 23,381 $7.1M
Farrell Financial LLC 3.82% Reduce -0.9% 23,330 $7.1M
RFG Advisory, LLC 0.11% Reduce -22.7% 23,232 $7.0M
Fiducient Advisors LLC 1.01% Reduce -18.2% 23,231 $7.0M
Ariston Services Group 3.87% Add +0.0% 23,137 $7.0M
Baron Silver Stevens Financial Advisors, LLC 0.89% Add +0.5% 23,077 $7.0M
Stonebridge Capital Advisors LLC 0.45% Reduce -0.7% 23,075 $7.0M
Sagespring Wealth Partners, LLC 0.11% Add +182.5% 23,031 $7.0M
Evercore Wealth Management, LLC 0.10% Add +1.4% 23,028 $7.0M
Winthrop Partners - WNY, LLC 3.43% Reduce -1.3% 22,883 $6.9M
Councilor Wealth, LLC 2.81% Add +4.1% 22,879 $6.9M
BTG Pactual Asset Management US LLC 0.52% Reduce -14.4% 22,833 $6.9M
Modern Wealth Management, LLC 0.08% Add +6.5% 22,464 $6.8M
Aurelius Family Office LLC 2.67% Reduce -4.5% 22,399 $6.8M
Keystone Financial Group 0.40% Add +5.9% 22,348 $6.8M
American Investment Services, Inc. 1.42% Reduce -12.6% 22,163 $6.7M
Webster Bank, N. A. 0.58% Reduce -15.7% 22,042 $6.7M
Integrated Advisors Network LLC 0.31% Add +0.8% 22,029 $6.7M
Freestone Capital Holdings, LLC 0.17% Add +4.3% 21,985 $6.7M
Ausdal Financial Partners, Inc. 0.26% Add +1.6% 21,943 $6.7M
CWA Asset Management Group, LLC 0.20% Reduce -0.0% 21,843 $6.6M
Cypress Wealth Services, LLC 0.81% Add +0.2% 21,838 $6.6M
XML Financial, LLC 0.48% Add +5.0% 21,795 $6.6M
Arbor Wealth Management LLC\AZ 5.87% Reduce -0.2% 21,786 $6.6M
May Hill Capital, LLC 1.37% Reduce -1.7% 21,641 $6.6M
Winter & Associates, Inc. 4.90% Add +70.5% 21,535 $6.5M
Headinvest, LLC 1.22% Reduce -2.7% 21,517 $6.5M
Phillip James Consulting Co. 4.35% New 21,494 $6.5M
Brand Asset Management Group, Inc. 1.44% Add +1.2% 21,466 $6.5M
Vanguard National Trust Co 0.35% Add +1.6% 21,399 $6.5M
Carter Financial, LLC 4.85% Reduce -3.4% 21,353 $6.5M
Abacus Planning Group, Inc. 0.80% Reduce -2.4% 21,347 $6.5M
Fortis Capital Advisors, LLC 0.73% Reduce -3.3% 21,342 $6.5M
Marathon Wealth Advisors LLC 2.21% Reduce -0.1% 21,296 $6.5M
Newton One Investments LLC 1.61% Add +0.2% 21,042 $6.4M
Signature Estate & Investment Advisors LLC 0.11% Reduce -8.2% 21,039 $6.4M
Kingsview Wealth Management, LLC 0.08% Add +20.8% 21,005 $6.4M
Index Fund Advisors, Inc. 0.25% Add +0.1% 20,913 $6.3M
Condor Capital Management 0.47% Add +0.1% 20,889 $6.3M
JMG Financial Group, Ltd. 0.15% Add +1.6% 20,676 $6.3M
PW Nova Financial Services LLC 1.34% Reduce -0.3% 20,620 $6.3M
Meridian Wealth Management, LLC 0.19% Reduce -1.1% 21,526 $6.3M
Cornerstone Wealth Management, LLC 0.27% Add +0.9% 20,611 $6.2M
Stage Harbor Financial, LLC 3.60% Reduce -0.0% 20,579 $6.2M
Keyvantage Wealth, LLC 2.36% Add +2.2% 20,578 $6.2M
RTD Financial Advisors, Inc. 0.68% Reduce -7.3% 20,538 $6.2M
Bernardo Wealth Planning LLC 1.06% Add +2.1% 20,452 $6.2M
Rialto Wealth Management, LLC 1.22% Reduce -12.6% 20,407 $6.2M
First Heartland Consultants, Inc. 0.40% Reduce -2.0% 20,353 $6.2M
Kelleher Financial Advisors 0.88% Add +87.5% 20,349 $6.2M
BridgePort Financial Solutions, LLC 1.56% Add +9.4% 20,257 $6.1M
Ti-Trust, Inc. 3.29% Add +1.1% 20,181 $6.1M
Financial Insights, Inc. 1.66% Reduce -4.4% 20,176 $6.1M
Thayer Financial, L.L.C. 5.55% Add +2.6% 20,132 $6.1M
Davidson Investment Advisors 0.25% Reduce -3.9% 20,105 $6.1M
McKinley Carter Wealth Services, Inc. 0.31% Reduce -2.5% 20,074 $6.1M
Ritholtz Wealth Management 0.09% Reduce -14.4% 20,013 $6.1M
Parkside Financial Bank & Trust 0.41% Add +2.3% 20,011 $6.1M
Independent Financial Group, LLC 0.11% Add +6.0% 19,842 $6.0M
Balanced Wealth Group LLC 1.88% Reduce -2.6% 19,620 $5.9M
Advisory Services Network, LLC 0.07% Reduce -0.8% 19,601 $5.9M
Washington Growth Strategies LLC 3.30% No change 19,589 $5.9M
American Alpha Advisors, LLC 3.49% Add +1.6% 19,479 $5.9M
Elevation Point Wealth Partners, LLC 0.11% Add +21.5% 19,300 $5.9M
Indivisible Partners 0.33% Add +22.5% 19,291 $5.8M
Frontier Asset Management, LLC 1.05% Reduce -17.3% 19,280 $5.8M
First Financial Corp. 2.02% Reduce -0.6% 19,278 $5.8M
SageView Advisory Group, LLC 0.19% Reduce -3.6% 19,246 $5.8M
Wilson & Boucher Capital Management, LLC 3.42% Reduce -1.0% 19,197 $5.8M
Pathway Financial Advisors LLC 0.68% Reduce -1.9% 19,304 $5.8M
Calamos Wealth Management LLC 0.18% Add +5.8% 19,070 $5.8M
Aspire Private Capital, LLC 1.19% Reduce -5.6% 19,056 $5.8M
WASHINGTON TRUST Co 0.18% Reduce -1.8% 18,998 $5.8M
Box Hill Private Wealth LLC 4.61% Reduce -0.6% 18,975 $5.8M
Acorn Financial Advisory Services Inc. 0.76% Reduce -0.6% 18,956 $5.7M
First Hawaiian Bank 0.73% Add +0.3% 18,955 $5.7M
Courier Capital LLC 0.28% Add +2.8% 18,635 $5.6M
Warner Financial, Inc. 1.64% Add +2.0% 18,416 $5.6M
Connable Office Inc. 0.49% Reduce -1.5% 18,409 $5.6M
Veridan Wealth LLC 1.95% Add +3.8% 18,406 $5.6M
Claro Advisors Inc. 0.58% Reduce -2.2% 18,383 $5.6M
First Merchants Corp. 0.20% Add +3.4% 18,379 $5.6M
IFG Advisors, LLC 0.77% Reduce -0.3% 18,360 $5.6M
Mayport, LLC 0.86% Add +10.6% 18,285 $5.5M
One Capital Management, LLC 0.15% No change 21,145 $5.5M
Gleason Group, Inc. 0.48% Reduce -5.3% 18,239 $5.5M
Martel Wealth Advisors LLC 0.87% Reduce -5.9% 18,192 $5.5M
Lynch Asset Management, Inc. 1.50% No change 18,150 $5.5M
Cordoba Advisory Partners LLC 1.16% Add +2.5% 18,043 $5.5M
Strategic Investment Solutions, Inc. 1.25% Add +8.3% 18,088 $5.5M
Keybank National Association 0.02% Add +14.4% 17,998 $5.5M
Prime Capital Investment Advisors, LLC 0.05% Add +7.3% 17,984 $5.5M
Arkadios Wealth Advisors 0.08% Reduce -4.8% 17,971 $5.4M
Cooke Wealth Management, LLC 4.46% Reduce -3.1% 17,952 $5.4M
Chris Bulman Inc 1.99% Reduce -1.8% 17,950 $5.4M
One Day In July LLC 0.38% Reduce -0.1% 17,875 $5.4M
Barrett & Company, Inc. 1.51% Add +2.8% 17,851 $5.4M
Waldron Private Wealth LLC 0.19% Add +6.6% 17,844 $5.4M
Align Financial, LLC 2.68% Reduce -0.7% 17,821 $5.4M
Mokosak Advisory Group, LLC 1.16% Reduce -3.3% 17,695 $5.4M
IF Advisors, LLC 3.52% Add +0.9% 17,683 $5.4M
Fishman Jay A Ltd. 0.43% Reduce -4.3% 17,683 $5.4M
Frazier Financial Advisors, LLC 2.71% Add +3.7% 17,683 $5.4M
Plancorp, LLC 0.13% Reduce -5.3% 18,007 $5.3M
Valtinson Bruner Financial Planning LLC 1.33% Reduce -0.5% 17,564 $5.3M
RiverGlades Family Offices LLC 2.43% Reduce -4.4% 17,492 $5.3M
Virtue Asset Management LLC 3.77% Add +4.2% 17,339 $5.3M
AE Wealth Management LLC 0.02% Add +5.8% 17,293 $5.2M
Compass Ion Advisors, LLC 0.45% Reduce -11.3% 17,258 $5.2M
Financial Advisory Partners, LLC 1.37% Add +3.8% 17,255 $5.2M
Bay Harbor Wealth Management, LLC 1.20% Reduce -1.8% 17,196 $5.2M
Wealth Science Advisors LLC 2.31% Reduce -0.6% 17,174 $5.2M
Laurel Oak Wealth Management, LLC 0.76% Reduce -1.4% 17,138 $5.2M
Evanson Financial, LLC 0.25% — 17,043 $5.2M
Cove Private Wealth, LLC 1.00% Add +6.5% 17,026 $5.2M
Meramec Financial Planners, LLC 1.88% Reduce -1.1% 17,358 $5.2M
Mgo One Seven LLC 0.09% Reduce -0.9% 16,958 $5.1M
Allen Mooney & Barnes Investment Advisors LLC 0.78% Reduce -4.2% 16,912 $5.1M
Beacon Bridge Wealth Partners, LLC 1.46% Add +6.7% 16,889 $5.1M
Mather Group, Llc. 0.04% Reduce -0.3% 16,847 $5.1M
Thoroughbred Financial Services, LLC 0.24% Add +0.7% 16,802 $5.1M
Salomon & Ludwin, LLC 0.42% Reduce -5.0% 16,849 $5.1M
Columbia Asset Management 0.88% Reduce -0.8% 16,739 $5.1M
United Bank 0.59% Reduce -4.5% 16,676 $5.1M
CoreCap Advisors, LLC 0.15% Add +0.8% 16,640 $5.0M
Magnolia Capital Advisors LLC 0.86% Reduce -8.9% 16,604 $5.0M
PFG Advisors 0.25% Add +0.8% 16,534 $5.0M
CWS Financial Advisors, LLC 1.11% Reduce -2.7% 16,453 $5.0M
Manchester Capital Management LLC 0.65% Reduce -9.1% 16,451 $5.0M
Mystic Asset Management, Inc. 1.06% Reduce -0.2% 16,351 $5.0M
Blueprint Investment Partners LLC 0.41% Add +2.3% 16,306 $4.9M
Hopwood Nicholas Hunter 1.35% Add +2.7% 16,229 $4.9M
Fidelis Capital Partners, LLC 0.28% Add +4.5% 16,212 $4.9M
TFB Advisors LLC 2.15% Reduce -0.4% 16,108 $4.9M
Krilogy Financial LLC 0.14% Reduce -0.1% 16,080 $4.9M
Fort Point Capital Partners LLC 0.52% Add +1.8% 16,043 $4.9M
Balentine LLC 0.17% Reduce -6.0% 15,992 $4.8M
Factor Wealth Management LTD 0.73% Reduce -13.3% 15,987 $4.8M
Nuveen, LLC 0.00% Reduce -82.5% 15,984 $4.8M
Smith Partners Wealth Management, LLC 3.83% Reduce -21.5% 15,900 $4.8M
Lebenthal Global Advisors, LLC 0.65% New 15,861 $4.8M
Arwa LLC 1.99% Add +11.9% 16,122 $4.8M
KFA Private Wealth Group, LLC 1.15% Reduce -14.0% 15,811 $4.8M
Sagace Wealth Management LLC 3.03% Reduce -0.2% 15,799 $4.8M
Optimist Retirement Group LLC 1.84% Reduce -0.1% 15,755 $4.8M
Valeo Financial Advisors, LLC 0.10% Reduce -0.9% 15,710 $4.8M
Maripau Wealth Management LLC 1.70% Add +10.7% 15,652 $4.8M
Fsa Wealth Partners, Inc. 1.18% New 15,601 $4.7M
Wedbush Securities Inc. 0.12% Reduce -1.7% 15,594 $4.7M
Midwest Financial Partners Investments, Inc. 1.95% Reduce -1.8% 15,476 $4.7M
Johnson Financial Group, Inc. 0.15% Reduce -1.2% 15,468 $4.7M
Zhang Financial LLC 0.14% Add +58.5% 15,440 $4.7M
Roble, Belko & Company, Inc 0.50% Add +0.1% 15,410 $4.7M
Frank, Rimerman Advisors LLC 0.26% Reduce -3.4% 15,350 $4.7M
Magnus Financial Group LLC 0.33% Reduce -2.5% 15,313 $4.6M
Acorn Wealth Advisors, LLC 1.13% Add +0.7% 15,290 $4.6M
Orrstown Financial Services Inc. 0.69% Add +7.5% 15,285 $4.6M
SBI Securities Co., Ltd. 0.10% Add +1.2% 15,195 $4.6M
Annis Gardner Whiting Capital Advisors, LLC 0.68% Add +0.7% 15,040 $4.6M
Fi3 FINANCIAL ADVISORS, LLC 1.09% Reduce -75.2% 6,617 $4.5M
Glass Jacobson Investment Advisors llc 1.42% Add +4.9% 14,982 $4.5M
Robertson Stephens Wealth Management, LLC 0.11% Reduce -10.6% 14,956 $4.5M
Waycross Investment Management Co 3.45% New 14,949 $4.5M
LongView Wealth Management 1.16% Reduce -6.7% 14,873 $4.5M
Hartmann Taylor Wealth Management, LLC 2.98% No change 17,212 $4.5M
Compass Planning Associates Inc 2.43% Add +9.5% 14,823 $4.5M
McCollum Christoferson Group LLC 1.29% Add +57.4% 14,710 $4.5M
Family Capital Management, Inc. 1.72% Add +0.1% 14,661 $4.4M
GenTrust, LLC 0.17% Reduce -0.6% 14,619 $4.4M
Ameritas Investment Partners, Inc. 0.12% Add +10.8% 14,533 $4.4M
Squire Investment Management Company, LLC 1.06% Add +0.3% 14,491 $4.4M
Cary Street Partners Investment Advisory LLC 0.89% Add +40.4% 14,483 $4.4M
Blueprint Financial Advisors LLC 0.49% Add +3.4% 14,448 $4.4M
Timmons Wealth Management, LLC 3.20% Add +0.5% 14,426 $4.4M
Liberty Square Wealth Partners LLC 1.04% Reduce -4.2% 14,426 $4.4M
Cassilly Financial Group LLC 3.17% Add +4.5% 14,401 $4.4M
Cordant, Inc. 1.57% Reduce -0.0% 14,398 $4.4M
Tortoise Investment Management, LLC 0.32% Add +4.7% 14,367 $4.4M
Greenwich Wealth Management LLC 0.16% No change 14,362 $4.4M
Yoffe Investment Management, LLC 4.98% No change 14,338 $4.3M
PCA Investment Advisory Services Inc. 1.21% Reduce -8.5% 14,336 $4.3M
Highland Capital Management, LLC 0.20% Reduce -0.4% 14,269 $4.3M
Financial Freedom, LLC 1.98% Reduce -0.1% 14,252 $4.3M
Rathbones Group PLC 0.02% Add +0.5% 14,247 $4.3M
Advisory Resource Group 0.65% Add +487.9% 14,244 $4.3M
Mycio Wealth Partners, LLC 0.81% Add +0.1% 14,239 $4.3M
FinDec Wealth Services, Inc. 5.09% Reduce -5.3% 14,205 $4.3M
Great Point Wealth Advisors, LLC 0.70% No change 14,204 $4.3M
Chilton Investment Co. Inc. 0.10% Add +3.1% 14,202 $4.3M
Alpine Bank Wealth Management 0.55% Reduce -6.0% 14,077 $4.3M
Owl Creek Wealth Partners LLC 1.24% Add +0.2% 14,026 $4.3M
Brighton Jones LLC 0.08% Add +2.3% 13,962 $4.2M
Larson Financial Group LLC 0.11% Reduce -0.9% 13,949 $4.2M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 3.32% Add +0.9% 13,935 $4.2M
IHT Wealth Management, LLC 0.09% Add +5.0% 13,892 $4.2M
Aegis Wealth Management LLC 1.98% No change 13,880 $4.2M
Great Lakes Advisors, LLC 0.03% Reduce -0.1% 13,817 $4.2M
Stone Summit Wealth LLC 1.06% Add +1.2% 13,764 $4.2M
Evergreen Wealth Management, LLC 1.94% New 13,673 $4.1M
Wealth Alliance, LLC 0.35% Reduce -14.2% 13,650 $4.1M
OpenArc Corporate Advisory, LLC 0.05% Reduce -2.6% 13,645 $4.1M
General Partner, Inc. 2.21% No change 13,534 $4.1M
Checchi Capital Advisers, LLC 0.26% Reduce -9.9% 13,487 $4.1M
Ironwood Investment Counsel, LLC 0.54% Add +0.4% 13,467 $4.1M
Grandview Asset Management LLC 1.01% Reduce -3.5% 13,417 $4.1M
Briggs Wealth Management, Inc 3.71% Add +2.6% 13,410 $4.1M
Taylor & Morgan Wealth Management, LLC 1.99% Reduce -0.7% 13,347 $4.0M
Gladstone Institutional Advisory LLC 0.13% Add +17.9% 13,337 $4.0M
TritonPoint Partners, LLC 0.34% New 13,325 $4.0M
First American Bank 0.23% Add +33.1% 13,298 $4.0M
jvl associates llc 1.14% Add +0.7% 13,284 $4.0M
XTX Topco Ltd 0.05% New 13,277 $4.0M
Meridian Financial Advisors, LLC 1.93% Add +0.3% 13,274 $4.0M
Atlas Legacy Advisors, LLC 0.59% Reduce -0.4% 13,249 $4.0M
Petix & Botte Co 0.81% Add +98.2% 13,237 $4.0M
waypoint wealth counsel 2.51% Reduce -12.8% 13,190 $4.0M
Minot DeBlois Advisors LLC 3.42% Reduce -0.3% 13,159 $4.0M
Altura Wealth Advisors Inc. 1.34% Add +824.2% 13,124 $4.0M
Ridgewood Investments LLC 1.49% Add +2.9% 13,121 $4.0M
Farnam Financial LLC 2.90% Add +7.0% 13,118 $4.0M
Lynx Investment Advisory 1.30% Add +546.0% 13,075 $4.0M
Creative Financial Designs Inc. 0.19% Add +6.9% 13,067 $4.0M
Regal Investment Advisors LLC 0.21% Reduce -0.4% 13,019 $3.9M
Hall Capital Management Co. Inc. 1.23% Add +105.9% 13,015 $3.9M
Retirement Planning Group, LLC 0.10% Add +4.5% 12,998 $3.9M
Sei Investments Co. 0.00% Reduce -26.4% 12,975 $3.9M
Farmers & Merchants Investments Inc. 0.10% Reduce -11.3% 12,929 $3.9M
Orin Green Financial, LLC 1.45% Reduce -1.4% 12,928 $3.9M
Monument Group Wealth Advisors, LLC 1.88% Reduce -7.1% 12,891 $3.9M
N.E.W. Advisory Services LLC 0.26% Add +0.9% 12,862 $3.9M
Causey Wealth LLC 1.52% Reduce -1.0% 12,851 $3.9M
Parsons Capital Management Inc. 0.18% Add +26.6% 12,814 $3.9M
Endeavor Private Wealth, Inc. 0.94% Reduce -10.3% 12,814 $3.9M
Bragg Financial Advisors, Inc 0.10% Reduce -0.3% 12,801 $3.9M
West Financial Advisors, LLC 0.59% Reduce -2.4% 12,796 $3.9M
Gradient Capital Advisors, LLC 0.90% Reduce -1.2% 12,790 $3.9M
Tandem Financial, LLC 1.24% Add +3.5% 12,742 $3.9M
Tritonpoint Wealth, LLC 0.38% Reduce -0.1% 12,708 $3.9M
Marble Harbor Investment Counsel, LLC 0.39% Reduce -0.8% 12,662 $3.8M
Cliftonlarsonallen Wealth Advisors, LLC 0.05% Add +4.3% 12,591 $3.8M
Old North State Wealth Management, LLC 1.62% Reduce -2.7% 12,520 $3.8M
Objective Capital Management, LLC 3.37% Reduce -1.7% 12,526 $3.8M
Horizon Family Wealth, Inc. 1.73% Reduce -1.7% 12,510 $3.8M
HUB Investment Partners, LLC 0.07% Add +55.5% 12,500 $3.8M
Edmond DE Rothschild Holding S.A. 0.05% No change 12,500 $3.8M
HighPoint Advisor Group LLC 0.13% Reduce -0.5% 12,357 $3.7M
Capital Analysts, LLC 0.09% Add +9.4% 12,255 $3.7M
Scott & Selber, Inc. 0.78% No change 12,245 $3.7M
Elwood & Goetz Wealth Advisory Group, LLC 0.55% Add +2.7% 12,203 $3.7M
Gainplan LLC 1.44% Reduce -0.3% 12,087 $3.7M
Nadler Financial Group, Inc. 0.31% Reduce -0.3% 12,080 $3.7M
Astoria Strategic Wealth, Inc. 0.83% Reduce -0.6% 12,038 $3.6M
Sax Wealth Advisors, LLC 0.15% Add +16.9% 13,891 $3.6M
Allegheny Financial Group 0.38% Add +2.2% 11,918 $3.6M
Brown Brothers Harriman & Co. 0.02% Add +153.1% 11,902 $3.6M
Wick Capital Partners, LLC 0.54% Reduce -2.0% 11,896 $3.6M
Spartan Wealth Advisory Services LLC 0.29% Reduce -0.8% 11,850 $3.6M
Hummer Financial Advisory Services Inc 2.35% Add +0.3% 11,802 $3.6M
Investment Advisory Group, LLC 0.78% Reduce -0.2% 11,793 $3.6M
Strategic Family Wealth Counselors, L.L.C. 0.83% Add +5.5% 11,773 $3.6M
Daniel Investment Group, Inc. 2.10% — 11,725 $3.6M
Boyd Wealth Management, LLC 1.34% Reduce -0.3% 11,679 $3.5M
BOS Asset Management, LLC 0.82% Add +0.4% 11,620 $3.5M
Baron Financial Group, LLC 1.68% Add +0.6% 11,614 $3.5M
Diversified Trust Co. 0.06% Add +1.2% 11,585 $3.5M
Founders Grove Wealth Partners, LLC 0.70% Reduce -0.1% 11,580 $3.5M
Hexagon Capital Partners LLC 0.49% Reduce -10.8% 11,557 $3.5M
PAX Financial Group, LLC 0.52% Reduce -7.3% 11,555 $3.5M
Asset One Wealth Management LLC 0.37% Add +1.1% 11,761 $3.5M
Canvas Wealth Advisors, LLC 0.49% Reduce -3.5% 11,508 $3.5M
First National Bank of Omaha 0.10% No change 11,470 $3.5M
Kirtland Hills Capital Management, LLC 0.99% Add +0.5% 11,457 $3.5M
Rebalance, LLC 0.18% Reduce -1.2% 11,452 $3.5M
Washington Trust Advisors, Inc. 0.26% Reduce -0.2% 11,424 $3.5M
Tailwinds Wealth, LLC 2.04% New 11,413 $3.5M
Alesco Advisors, LLC, An ESL Co 0.08% Reduce -4.5% 11,365 $3.4M
B. Riley Wealth Advisors, Inc. 0.19% Reduce -0.8% 11,398 $3.4M
Roth Financial Partners LLC 1.02% Reduce -0.8% 11,300 $3.4M
Galvin, Gaustad & Stein, LLC 0.26% Reduce -2.3% 11,272 $3.4M
SkyOak Wealth, LLC 0.56% Add +0.5% 11,233 $3.4M
Smith, Moore & Co. 0.22% Reduce -0.1% 11,228 $3.4M
Gibson Wealth Advisors LLC 2.12% Reduce -2.8% 11,205 $3.4M
Graves Light Lenhart Wealth, Inc. 0.32% Reduce -0.1% 11,182 $3.4M
Beam Wealth Advisors, Inc. 0.75% Reduce -1.1% 11,150 $3.4M
Financial Planning Fort Collins, LLC 2.66% Reduce -3.3% 11,297 $3.4M
Pitcairn Wealth Advisors LLC 0.37% Add +512.4% 11,122 $3.4M
SHUTTLEWORTH & Co 2.69% Add +3.2% 11,107 $3.4M
Focus Financial Network, Inc. 0.10% Add +14.0% 11,079 $3.4M
Narus Financial Partners, LLC 0.86% Reduce -5.0% 11,065 $3.4M
Level Financial Advisors 0.75% Add +16.1% 11,031 $3.3M
Michelson Medical Research Foundation, Inc. 3.08% No change 11,010 $3.3M
McNamara Financial Services, Inc. 0.57% Reduce -1.3% 10,977 $3.3M
JFS Wealth Advisors, LLC 0.17% Reduce -1.8% 10,937 $3.3M
Hohimer Wealth Management, LLC 0.34% Add +16.0% 10,934 $3.3M
Pension & Wealth Management Advisors, Inc. 0.89% Reduce -1.1% 10,933 $3.3M
City State Bank 0.76% Add +4.9% 10,916 $3.3M
Investment Research & Advisory Group, Inc. 1.02% Add +4.6% 10,911 $3.3M
Maridea Wealth Management LLC 0.36% New 10,847 $3.3M
Summit Wealth Partners, LLC 0.47% Reduce -2.0% 10,831 $3.3M
Westside Investment Management, Inc. 0.43% Add +0.4% 10,802 $3.3M
Intrinsic Value Partners, LLC 2.23% Add +1.9% 10,785 $3.3M
Encompass Wealth Advisors, LLC 0.99% Reduce -0.2% 10,766 $3.3M
Strategic Equity Management 1.09% Reduce -4.6% 10,745 $3.3M
Choate Investment Advisors 0.06% No change 10,744 $3.3M
Wilmington Savings Fund Society, FSB 0.07% Reduce -1.8% 10,670 $3.2M
Welch & Forbes LLC 0.04% No change 10,666 $3.2M
Strategic Blueprint, LLC 0.16% Reduce -2.3% 10,658 $3.2M
New England Private Wealth Advisors LLC 0.31% Add +0.3% 10,930 $3.2M
Greenup Street Wealth Management LLC 0.39% Reduce -11.3% 10,625 $3.2M
Heritage Trust Co 0.28% Reduce -0.3% 10,600 $3.2M
Planwiser Financial, LLC 2.23% Add +65.2% 10,599 $3.2M
Osbon Capital Management LLC 2.52% Reduce -20.7% 10,589 $3.2M
Tanager Wealth Management LLP 0.28% Reduce -2.1% 10,555 $3.2M
Octavia Wealth Advisors, LLC 0.28% Add +1.1% 10,548 $3.2M
Paragon Capital Management Inc. 2.39% Reduce -2.0% 10,539 $3.2M
Columbia River Financial Group, LLC 1.72% Reduce -6.9% 10,534 $3.2M
BTC Capital Management, Inc. 0.19% No change 10,526 $3.2M
Soltis Investment Advisors LLC 0.18% Add +0.3% 10,488 $3.2M
Kitching Partners, LLC 2.73% Add +24.1% 10,463 $3.2M
First Citizens Bank & Trust Co. 0.05% Add +11.7% 10,458 $3.2M
Viewpoint Capital Management LLC 1.61% No change 10,453 $3.2M
Klingman & Associates, LLC 0.13% Reduce -0.4% 10,421 $3.2M
Brighton Securities Corp. 1.36% Add +3.4% 10,409 $3.2M
Parker Financial LLC 1.15% Reduce -5.5% 10,409 $3.2M
Pacific Financial Group Inc. 1.51% Reduce -3.8% 10,385 $3.1M
Blue Edge Capital, LLC 0.38% No change 1,038 $3.1M
Fairway Wealth LLC 0.72% Add +4.3% 10,349 $3.1M
Capital Investment Advisors, LLC 0.04% Reduce -0.4% 10,294 $3.1M
Brookwood Investment Group LLC 0.36% Reduce -9.0% 10,262 $3.1M
Simmons Bank 0.18% Add +7.2% 10,244 $3.1M
Oxford Financial Group, LTD. LLC 0.16% Reduce -6.1% 10,201 $3.1M
Phillips Financial Management, LLC 0.23% Reduce -14.0% 10,166 $3.1M
Coppell Advisory Solutions LLC 0.25% New 2,241 $3.1M
Fiduciary Financial Advisors 0.31% New 10,082 $3.1M
Legacy Edge Advisors, LLC 0.28% Add +1.2% 10,056 $3.0M
Elevated Capital Advisors, LLC 0.84% Add +4.0% 10,051 $3.0M
DecisionPoint Financial, LLC 0.56% Reduce -1.5% 10,086 $3.0M
Columbus Macro, LLC 0.30% Reduce -0.3% 10,026 $3.0M
Northstar Financial Companies, Inc. 2.05% Reduce -0.4% 10,019 $3.0M
Nvest Financial, LLC 0.96% Add +12.0% 9,983 $3.0M
Legacy Advisors, LLC 0.28% Add +1.0% 9,884 $3.0M
Waters Parkerson & Co., LLC 0.15% Reduce -3.2% 9,879 $3.0M
Leo H. Evart, Inc. 2.36% Add +4.0% 9,876 $3.0M
Elser Financial Planning, Inc 0.13% Add +22.7% 9,849 $3.0M
Radnor Capital Management, LLC 0.42% No change 9,827 $3.0M
Washington Trust Bank 0.21% Reduce -41.1% 9,754 $3.0M
Summit Wealth & Retirement Planning, Inc. 0.63% Add +1.3% 9,754 $3.0M
Guardian Wealth Advisors, LLC / NC 0.17% Add +4.0% 9,672 $2.9M
Scotia Capital Inc. 0.01% Reduce -1.2% 9,663 $2.9M
Principle Wealth Partners LLC 0.14% Add +0.2% 9,658 $2.9M
Topel & Distasi Wealth Management, LLC 1.41% Reduce -8.3% 9,652 $2.9M
Security Financial Services, INC. 0.41% Reduce -6.8% 9,651 $2.9M
Joseph P. Lucia & Associates, LLC 0.88% Reduce -1.4% 9,643 $2.9M
Foundations Investment Advisors, LLC 0.03% Add +1.1% 9,642 $2.9M
Vontobel Holding Ltd. 0.01% Reduce -1.4% 9,596 $2.9M
Red Crane Wealth Management, LLC 2.12% Reduce -2.8% 9,521 $2.9M
Wealthspan Partners, LLC 0.91% Add +1.0% 9,520 $2.9M
Operose Advisors LLC 0.56% Add +1.3% 9,480 $2.9M
Argonautica Private Wealth Management, Inc. 0.70% Add +0.5% 9,478 $2.9M
Western Wealth Management, LLC 0.09% Add +0.1% 9,466 $2.9M
Callan Family Office, LLC 0.06% Add +21.4% 9,454 $2.9M
Clear Creek Financial Management, LLC 0.18% Add +7.6% 9,418 $2.9M
Mitchell Sinkler & Starr 1.19% Add +3.0% 9,395 $2.8M
Integrity Alliance, Llc. 0.09% Add +13.6% 9,341 $2.8M
SWP Financial LLC 1.30% Reduce -0.8% 9,300 $2.8M
Mission Creek Capital Partners, Inc. 0.50% Add +32.9% 9,300 $2.8M
Fiduciary Family Office, LLC 0.70% Add +0.9% 9,287 $2.8M
Highline Wealth Partners LLC 0.57% Add +0.8% 9,267 $2.8M
MY Wealth Management Inc. 1.97% Reduce -45.9% 9,243 $2.8M
Peoples Financial Services Corp. 1.21% Add +2.7% 9,234 $2.8M
Bailard, Inc. 0.06% No change 9,233 $2.8M
Moneywise, Inc. 1.04% Reduce -2.5% 9,197 $2.8M
Kintra Wealth, LLC 0.15% Add +123.0% 9,021 $2.8M
Onyx Bridge Wealth Group LLC 0.25% Add +2.2% 9,166 $2.8M
Silverlake Wealth Management LLC 0.53% Reduce -1.0% 9,119 $2.8M
Infinity Wealth Counsel, LLC 2.23% Add +1.0% 9,108 $2.8M
MassMutual Private Wealth & Trust, FSB 0.07% Reduce -1.3% 9,095 $2.8M
Conning Inc. 0.09% No change 9,084 $2.8M
Thrive Capital Management, LLC 0.52% Add +37.6% 9,045 $2.7M
Moisand Fitzgerald Tamayo, LLC 0.27% Add +0.9% 9,034 $2.7M
Goelzer Investment Management, Inc. 0.12% Reduce -4.7% 9,020 $2.7M
49 Wealth Management, LLC 0.52% Add +433.6% 8,928 $2.7M
Alongside, LLC 0.52% — 8,928 $2.7M
Gainline Financial Partners, LLC 2.53% — 8,926 $2.7M
Keel Point, LLC 0.16% Add +51.9% 8,924 $2.7M
PFG Investments, LLC 0.10% Add +1.5% 8,908 $2.7M
Strategies Wealth Advisors, LLC 0.24% Reduce -5.5% 8,880 $2.7M
Eclectic Associates Inc. 0.30% Reduce -0.5% 8,781 $2.7M
CGN Advisors LLC 0.19% Reduce -0.9% 8,772 $2.7M
Dorsey & Whitney Trust CO LLC 0.13% Reduce -0.7% 8,707 $2.6M
Optas, LLC 0.37% Reduce -7.6% 8,656 $2.6M
Evermay Wealth Management LLC 0.27% Reduce -28.6% 8,656 $2.6M
Holos Integrated Wealth LLC 1.22% Reduce -1.2% 8,744 $2.6M
BCS Private Wealth Management, Inc. 0.78% No change 8,529 $2.6M
John W. Brooker & Co., CPAs 3.12% Add +77.4% 8,528 $2.6M
Cypress Point Wealth Management, LLC 0.52% No change 8,500 $2.6M
BCS Wealth Management 0.46% Add +2.9% 8,492 $2.6M
Beaumont Financial Advisors, LLC 0.16% Reduce -2.2% 8,470 $2.6M
Moneco Advisors, LLC 0.16% Reduce -2.5% 8,457 $2.6M
Flagstar Securities, Inc. 0.77% Add +26.8% 8,452 $2.6M
Fortitude Family Office, LLC 0.50% Reduce -6.1% 8,418 $2.6M
Empowered Funds, LLC 0.01% Reduce -33.1% 8,415 $2.6M
St. Louis Trust Co 0.29% Reduce -2.5% 48,132 $2.5M
Schneider Downs Wealth Management Advisors, LP 0.24% Add +3.5% 8,369 $2.5M
VestGen Investment Management 1.34% Add +19.0% 8,357 $2.5M
Boston Research & Management Inc. 0.57% Reduce -0.2% 8,343 $2.5M
AssuredPartners Investment Advisors, LLC 0.25% Add +8.9% 8,339 $2.5M
Advisors Capital Management, LLC 0.03% Reduce -6.8% 8,310 $2.5M
TPG Financial Advisors, LLC 0.75% Add +7.0% 8,301 $2.5M
Affinity Capital Advisors, LLC 0.31% Add +0.1% 8,341 $2.5M
Pachira Investments Inc. 0.95% Add +28.5% 8,293 $2.5M
Pine Valley Investments Ltd Liability Co 0.11% No change 8,215 $2.5M
Bluespring Wealth Management, LLC 0.05% Add +671.5% 8,209 $2.5M
Stock Yards Bank & Trust Co. 0.07% Reduce -21.4% 8,142 $2.5M
Morton Brown Family Wealth, LLC 0.56% Reduce -0.1% 8,099 $2.5M
Lord & Richards Wealth Management, LLC 1.92% Add +4.1% 8,098 $2.5M
MidAtlantic Capital Management, Inc. 1.52% Reduce -0.1% 8,065 $2.4M
Essex Bank 0.53% Add +2.5% 8,039 $2.4M
Beaird Harris Wealth Management, LLC 0.15% Add +0.1% 8,032 $2.4M
Aprio Wealth Management, LLC 0.12% Add +36.9% 8,029 $2.4M
Rhumbline Advisers 0.00% Reduce -42.5% 8,015 $2.4M
Financial Planning Hawaii, Inc. 1.30% Add +0.0% 7,991 $2.4M
NBH Bank 1.02% — 7,984 $2.4M
GC Wealth Management RIA, LLC 0.14% Add +4.0% 7,971 $2.4M
Silvercrest Asset Management Group LLC 0.02% Add +6.6% 7,956 $2.4M
Revolve Wealth Partners, LLC 0.25% Add +0.6% 7,945 $2.4M
Mountain Hill Investment Partners Corp. 1.36% Add +0.1% 7,924 $2.4M
SOA Wealth Advisors, LLC. 0.40% Reduce -17.0% 7,918 $2.4M
Canal Capital Management, LLC 0.29% No change 7,916 $2.4M
Gryphon Financial Partners LLC 0.22% Add +3.6% 7,898 $2.4M
Cornerstone Advisors Asset Management, LLC 0.31% Reduce -6.7% 7,880 $2.4M
TCI Wealth Advisors, Inc. 0.10% Add +2.5% 7,880 $2.4M
Patriot Financial Group Insurance Agency, LLC 0.24% Reduce -57.2% 7,831 $2.4M
Tower Bridge Advisors 0.21% Add +0.6% 7,730 $2.3M
McCarter Private Wealth Services LLC 0.81% Reduce -11.8% 7,702 $2.3M
FDx Advisors, Inc. 0.70% Reduce -3.8% 7,701 $2.3M
Hunter Associates Investment Management LLC 0.27% Add +3.2% 7,632 $2.3M
Sowell Financial Services LLC 0.08% Add +8.9% 7,676 $2.3M
Sfm, LLC 1.19% Add +6.9% 7,673 $2.3M
Ferguson Wellman Capital Management, Inc. 0.03% Reduce -0.8% 7,668 $2.3M
Sawgrass Asset Management LLC 0.31% No change 7,640 $2.3M
Pennsylvania Capital Management Inc. 0.59% Add +0.0% 7,619 $2.3M
Peak Asset Management, LLC 0.34% Add +3.7% 7,616 $2.3M
LifePlan Investment Advisors, Inc. 0.79% Add +4.1% 7,611 $2.3M
Neuberger Berman Group LLC 0.00% Reduce -1.4% 7,579 $2.3M
Steffes Financial, Ltd. 0.99% Add +14.8% 7,578 $2.3M
Sierra Capital LLC 0.22% No change 7,550 $2.3M
Noble Wealth Management PBC 1.04% Reduce -7.6% 7,539 $2.3M
Market Street Wealth Management Advisors LLC 0.32% No change 7,515 $2.3M
Howland Capital Management LLC 0.08% No change 7,456 $2.3M
Avidian Wealth Enterprises, LLC 0.06% Add +147.9% 7,430 $2.3M
Advocate Group LLC 0.34% Reduce -9.1% 7,364 $2.2M
Ironwood Financial, llc 0.35% Add +2.3% 7,519 $2.2M
Rockbridge Investment Management, LCC 0.18% Add +0.3% 7,343 $2.2M
New England Asset Management Inc. 0.27% No change 7,340 $2.2M
Opulen Financial Group LLC 1.39% Add +1.9% 7,279 $2.2M
Summit Investment Advisory Services, LLC 0.55% Add +0.2% 7,259 $2.2M
United Financial Planning Group LLC 1.12% Reduce -2.8% 7,245 $2.2M
Lake Street Private Wealth, LLC 0.25% Add +3.5% 7,219 $2.2M
Duncker Streett & Co. Inc. 0.37% Add +0.3% 7,195 $2.2M
Ofc Financial Planning, LLC 1.94% Add +6.8% 7,188 $2.2M
Private Wealth Advisors, LLC 0.65% Reduce -0.3% 7,173 $2.2M
Park National Corp. 0.06% Reduce -5.3% 7,166 $2.2M
Capital City Trust Co. 0.45% Add +14.4% 7,145 $2.2M
Valley Forge Investment Consultants Inc. Adv 0.56% Reduce -1.1% 7,128 $2.2M
Colonial Trust Co / SC 0.27% Add +0.0% 7,115 $2.2M
Manuka Financial, LLC 1.12% Add +0.2% 7,105 $2.2M
GW&K Investment Management, LLC 0.02% Add +7.6% 7,101 $2.2M
Trust Co. of Vermont 0.08% — 7,083 $2.1M
Bearing Point Capital, LLC 0.29% Add +0.0% 7,079 $2.1M
Traveka Wealth, LLC 0.71% No change 7,028 $2.1M
O'Connor Financial Group LLC 0.75% Reduce -1.6% 7,014 $2.1M
Kovack Advisors, Inc. 0.10% Reduce -2.5% 7,023 $2.1M
Cranbrook Wealth Management, LLC 0.40% Reduce -1.4% 6,986 $2.1M
21 West Wealth Management LLC 1.81% Reduce -0.6% 6,976 $2.1M
Collective Family Office LLC 0.43% Add +4.5% 6,967 $2.1M
Cahill Financial Advisors Inc. 0.20% Reduce -4.1% 6,964 $2.1M
Bridgewealth Advisory Group, LLC 0.40% Reduce -0.4% 6,941 $2.1M
Carl P. Sherr & Co., LLC 0.88% Add +5.7% 6,911 $2.1M
Sightline Wealth Advisors, LLC 0.77% Reduce -0.6% 6,909 $2.1M
Tillman Hartley LLC 0.47% Reduce -0.9% 6,906 $2.1M
Aaron Wealth Advisors LLC 0.11% Add +3.7% 6,890 $2.1M
Clarity Capital Advisors, LLC 0.88% Add +0.2% 6,888 $2.1M
SVB Wealth LLC 0.13% Reduce -16.8% 6,874 $2.1M
Sanchez Levi Garrett 1.12% Reduce -2.1% 6,831 $2.1M
Life Planning Partners, Inc 1.54% Reduce -21.8% 6,829 $2.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.23% Reduce -2.1% 6,814 $2.1M
Berger Financial Group, Inc 0.11% Reduce -7.9% 6,807 $2.1M
Capital Squared Financial LLC 1.35% Add +1.5% 6,793 $2.1M
Retirement Planning Co of New England, Inc. 0.74% Reduce -2.6% 6,752 $2.0M
SHP Wealth Management 0.14% Add +34.6% 6,752 $2.0M
Flputnam Investment Management Co. 0.02% Reduce -4.6% 6,748 $2.0M
Geneos Wealth Management Inc. 0.04% Add +6.1% 6,744 $2.0M
Maryland Capital Advisors Inc. 0.65% — 6,728 $2.0M
Capstone Wealth Management Group, Inc. 1.23% — 6,727 $2.0M
Partners in Financial Planning 0.31% Add +0.1% 6,723 $2.0M
Retirement Guys Formula LLC 0.77% Add +0.6% 6,771 $2.0M
Cadent Capital Advisors, LLC 0.42% Reduce -8.2% 6,711 $2.0M
Anderson Hoagland & Co. 0.16% Reduce -9.2% 6,695 $2.0M
Strategic Advisory Partners, LLC 1.43% Reduce -0.2% 6,666 $2.0M
Verus Capital Partners, LLC 0.11% Reduce -1.5% 6,658 $2.0M
Perennial Investment Advisors, LLC 0.13% Reduce -1.6% 6,655 $2.0M
Revisor Wealth Management LLC 0.48% Add +4.5% 6,657 $2.0M
Anchor Investment Management, LLC 0.15% Add +0.7% 6,650 $2.0M
Sachem Hill LLC 0.36% Reduce -0.9% 6,641 $2.0M
Lowe Brockenbrough & Co. Inc. 0.09% Reduce -0.3% 6,607 $2.0M
Investment Partners, LTD. 0.62% Reduce -0.4% 6,586 $2.0M
Sovran Advisors, LLC 0.15% Add +0.2% 6,671 $2.0M
Opus Financial Solutions LLC 1.60% Reduce -0.1% 6,557 $2.0M
Pioneer Wealth Management Group 0.48% Reduce -4.6% 6,550 $2.0M
Gray Private Wealth, LLC 0.86% Add +0.0% 6,535 $2.0M
Lanark Financial, Inc. 0.13% Add +4.3% 6,497 $2.0M
Lodestar Private Asset Management LLC 0.17% Add +6.9% 6,491 $2.0M
Muirfield Wealth Advisors LLC 1.28% Add +3.8% 6,483 $2.0M
Pacific Sun Financial Corp 0.81% Reduce -0.3% 6,474 $2.0M
Patron Partners, LLC 0.75% Add +2.9% 6,468 $2.0M
Lavelle Capital LP 0.99% Add +0.1% 6,455 $2.0M
Fearless Solutions, LLC dba Best Invest 1.03% Reduce -1.5% 6,449 $2.0M
Mittelman Wealth Management 1.29% Reduce -84.2% 1,848 $1.9M
Wisconsin Wealth Advisors, LLC 1.67% Add +2.4% 6,419 $1.9M
Traynor Capital Management, Inc. 0.09% Reduce -1.8% 6,413 $1.9M
Storen Legacy Partners, LLC 0.53% Reduce -3.2% 6,408 $1.9M
Westview Management dba Westview Investment Advisors 0.95% Add +6.8% 6,407 $1.9M
Cibc World Market Inc. 0.00% Reduce -7.7% 6,397 $1.9M
Manufacturers Life Insurance Company, The 0.00% Reduce -93.5% 6,377 $1.9M
USAdvisors Wealth Management, LLC 0.55% Add +3.3% 6,368 $1.9M
Embree Financial Group 0.19% Reduce -14.9% 6,337 $1.9M
Smithbridge Asset Management Inc. 0.26% Reduce -22.2% 6,336 $1.9M
HCR Wealth Advisors 0.17% Add +0.0% 6,331 $1.9M
Secure Asset Management, LLC 0.27% Add +3.9% 6,315 $1.9M
Summit Global Investments 0.10% Add +18.6% 6,303 $1.9M
Wiser Advisor Group LLC 2.09% Reduce -9.0% 6,294 $1.9M
Lee Financial Co 0.24% No change 6,290 $1.9M
Dimension Capital Management LLC 0.22% No change 6,275 $1.9M
Compass Financial Group, INC 0.22% Reduce -1.2% 6,273 $1.9M
Jeppson Wealth Management, LLC 0.56% Reduce -1.2% 6,268 $1.9M
Bath Savings Trust Co 0.20% Add +41.6% 6,229 $1.9M
Greenleaf Trust 0.02% Reduce -4.6% 6,223 $1.9M
Westover Capital Advisors, LLC 0.31% Reduce -0.1% 6,201 $1.9M
Williams Jones Wealth Management, LLC. 0.02% Reduce -2.2% 6,194 $1.9M
Downshift Financial, LLC 0.85% Reduce -0.8% 6,187 $1.9M
Pines Wealth Management, LLC 0.54% Add +5.8% 6,184 $1.9M
Seven Springs Wealth Group, LLC 0.42% No change 6,171 $1.9M
Berkeley Capital Partners, LLC 0.38% Reduce -0.3% 6,150 $1.9M
Quadrant Capital Group LLC 0.05% No change 6,145 $1.9M
Pacific Excel Wealth Advisors, Inc. 0.72% New 6,137 $1.9M
Heritage Family Offices, LLP 0.72% Add +59.9% 6,137 $1.9M
Jim Saulnier & Associates, LLC 0.75% Add +193.6% 6,136 $1.9M
Luminist Capital LLC 2.10% Add +7.0% 6,127 $1.9M
Tranquility Partners, LLC 0.63% Add +0.7% 6,093 $1.8M
Calder Financial LLC 1.73% Reduce -9.1% 6,057 $1.8M
Rockwood Wealth Management, LLC 0.12% Add +3.8% 6,049 $1.8M
C M Bidwell & Associates Ltd. 0.75% Add +4.6% 6,036 $1.8M
Marquette Asset Management, LLC 0.24% Reduce -1.8% 6,024 $1.8M
Independence Bank of Kentucky 0.21% Reduce -0.5% 6,020 $1.8M
Main Street Financial Solutions, LLC 0.12% Reduce -0.2% 6,000 $1.8M
Romano Brothers and Company 0.18% No change 5,995 $1.8M
High Net Worth Advisory Group LLC 0.39% Reduce -3.1% 5,991 $1.8M
Kendall Capital Management 0.30% Add +0.7% 5,953 $1.8M
Bell Investment Advisors, Inc 0.26% Reduce -1.5% 5,950 $1.8M
Consultiva Wealth Management, Corp. 4.06% Add +36.5% 5,945 $1.8M
Planning Strategies Inc. 1.12% — 5,930 $1.8M
STAR Financial Bank 0.73% Reduce -1.4% 5,917 $1.8M
Fulton Bank, N.A. 0.05% Reduce -0.3% 5,896 $1.8M
Dogwood Wealth Management LLC 0.70% No change 5,863 $1.8M
SteelPeak Wealth, LLC 0.05% Add +22.1% 5,854 $1.8M
New Covenant Trust Company, N.A. 1.34% Add +5.6% 5,850 $1.8M
Global Wealth Management Investment Advisory, Inc. 0.25% Reduce -2.2% 5,848 $1.8M
Timbuktu Capital Management, LLC 2.66% — 5,842 $1.8M
Mustard Seed Financial, LLC 0.92% Add +1.6% 5,833 $1.8M
Transcend Capital Advisors, LLC 0.12% Reduce -0.5% 5,832 $1.8M
Uptick Partners, LLC 0.27% Add +2.2% 5,822 $1.8M
Madden Advisory Services, Inc. 0.63% Add +0.1% 5,766 $1.7M
MADDEN SECURITIES Corp 0.49% Reduce -25.8% 5,763 $1.7M
Lam Group, Inc. 0.87% No change 5,750 $1.7M
Cascade Financial Partners, LLC 0.15% Reduce -3.0% 5,744 $1.7M
GuidedMoney, LLC 0.80% No change 5,731 $1.7M
Tarbox Family Office, Inc. 0.25% Reduce -3.2% 5,717 $1.7M
World Equity Group, Inc. 0.39% Add +1.3% 5,714 $1.7M
Trinity Financial Advisors LLC 0.44% Add +9.3% 5,691 $1.7M
SigFig Wealth Management, LLC 0.05% Reduce -2.5% 5,702 $1.7M
Trivium Point Advisory, LLC 0.16% Add +21.2% 5,668 $1.7M
First Horizon Corp. 0.07% Add +3.8% 5,667 $1.7M
Clifford Swan Investment Counsel LLC 0.06% Add +0.5% 5,654 $1.7M
Graetz Wealth LLC 1.36% Add +1.7% 5,639 $1.7M
Private Trust Co. NA 0.14% Reduce -14.3% 5,599 $1.7M
Stone Loft Wealth Management LLC 0.97% Add +0.1% 5,712 $1.7M
Lionshead Wealth Management, LLC 1.10% Add +3.2% 5,597 $1.7M
Aberdeen Wealth Management LLC 0.81% Reduce -14.8% 5,568 $1.7M
Amara Financial, Llc. 1.01% Add +0.3% 5,562 $1.7M
Everhart Financial Group, Inc. 0.11% Reduce -6.6% 5,559 $1.7M
180 Wealth Advisors, LLC 0.17% Reduce -0.4% 5,549 $1.7M
Cooper Financial Group 0.14% Add +2.5% 5,528 $1.7M
Hilltop Holdings Inc. 0.14% Reduce -8.5% 5,505 $1.7M
Cornerstone Wealth Advisors, Inc. 0.35% Reduce -5.5% 5,496 $1.7M
Marshall Financial Group, LLC 0.24% Add +13.5% 5,482 $1.7M
Range Advisory, LLC 0.20% Add +39.2% 5,472 $1.7M
Fiduciary Alliance LLC 0.11% Add +5.0% 5,471 $1.7M
Wingate Wealth Advisors, Inc. 0.73% Add +5.0% 5,451 $1.7M
Meridian Investment Counsel Inc. 0.35% Reduce -17.6% 5,444 $1.7M
Tme Financial, Inc. 1.02% Add +12.8% 5,443 $1.6M
First Interstate Bank 0.09% Add +13.3% 5,388 $1.6M
Autumn Glory Partners, LLC 0.46% No change 5,386 $1.6M
King Wealth Management Group 0.18% No change 5,381 $1.6M
M3 Advisory Group, LLC 0.84% Add +7.7% 5,360 $1.6M
Cabot-Wellington, LLC 0.43% Add +0.1% 5,360 $1.6M
GTS Securities LLC 0.03% New 5,358 $1.6M
Spire Wealth Management 0.05% Reduce -2.3% 5,339 $1.6M
Cidel Asset Management Inc. 0.08% No change 5,334 $1.6M
WealthTrust Asset Management, LLC 0.87% Add +0.4% 5,330 $1.6M
Ranch Capital Advisors Inc. 0.51% Add +18.7% 5,328 $1.6M
Simplicity Wealth,LLC 0.05% Reduce -10.1% 5,315 $1.6M
Verdence Capital Advisors LLC 0.08% Add +13.3% 5,308 $1.6M
Defined Wealth Management, LLC 0.83% Reduce -1.5% 5,307 $1.6M
Selby Wealth Management, LLC 0.57% Reduce -0.4% 5,300 $1.6M
Topsail Wealth Management, LLC 0.20% Reduce -0.8% 5,295 $1.6M
Oak Wealth Advisors LLC 0.77% No change 5,294 $1.6M
Ascent Group, LLC 0.05% Reduce -12.3% 5,261 $1.6M
Capital Investment Advisory Services, LLC 0.10% Add +46.7% 5,244 $1.6M
Flagship Wealth Advisors, LLC 0.36% Add +27.8% 5,237 $1.6M
Strategic Wealth Advisors LLC 1.35% Reduce -0.1% 6,133 $1.6M
Asempa Wealth Advisors 1.21% Add +0.9% 5,216 $1.6M
Grove Street Fiduciary, LLC 0.67% No change 5,210 $1.6M
Beacon Advisors Holdings, LLC 0.77% Reduce -2.9% 5,206 $1.6M
JHP Wealth Management, LLC 1.29% Add +10.2% 5,205 $1.6M
FIDELIS iM, LLC 0.54% No change 5,200 $1.6M
Global Strategic Investment Solutions, LLC 0.14% Reduce -1.1% 5,182 $1.6M
Delta Financial Advisors LLC 0.37% Add +0.0% 5,160 $1.6M
Russell Investments Group, Ltd. 0.00% Reduce -11.6% 5,159 $1.6M
Gibson Capital, LLC 0.26% Reduce -0.4% 5,156 $1.6M
Anchyra Partners LLC 0.37% Reduce -4.2% 5,137 $1.6M
Norris Perne & French LLP 0.07% Add +0.3% 5,137 $1.6M
Bond & Devick Financial Network, Inc. 0.38% Reduce -1.5% 5,131 $1.6M
Guardsman Private Capital Management, Inc. 1.09% No change 5,130 $1.6M
Nabity-Jensen Investment Management Inc 0.95% Reduce -1.2% 5,120 $1.6M
Mairs & Power Inc. 0.01% Reduce -11.9% 5,114 $1.6M
Mayflower Financial Advisors, LLC 0.13% Add +52.5% 5,110 $1.5M
Atlas Capital Advisors Inc. 0.17% Add +40.6% 5,089 $1.5M
Cohen Investment Advisors LLC 0.69% Add +4.5% 5,070 $1.5M
First Business Financial Services, Inc. 0.12% No change 5,070 $1.5M
Paulson Wealth Management Inc. 0.32% Reduce -0.1% 5,046 $1.5M
SwitchPoint Financial Planning, LLC 0.88% Reduce -1.1% 5,041 $1.5M
DBK Financial Counsel, LLC 1.28% Reduce -7.6% 5,033 $1.5M
Tred Avon Family Wealth, LLC 0.47% Reduce -25.4% 5,014 $1.5M
O'ROURKE & COMPANY, Inc 0.53% Add +0.8% 4,994 $1.5M
Sunburst Financial Group, LLC 0.25% Reduce -0.8% 4,972 $1.5M
Harmony Asset Management LLC 0.40% Add +5.2% 4,959 $1.5M
Addison Capital Co 0.25% Add +3.5% 4,943 $1.5M
Kroeger Financial Partners 1.45% — 4,943 $1.5M
Blue Trust, Inc. 0.02% Reduce -47.9% 4,928 $1.5M
Talon Private Wealth, LLC 0.17% New 4,927 $1.5M
Hourglass Capital, LLC 0.29% No change 4,925 $1.5M
Camelot Portfolios, LLC 1.05% Reduce -1.8% 4,903 $1.5M
North Star Investment Management Corp. 0.08% Reduce -2.8% 4,901 $1.5M
MorganRosel Wealth Management, LLC 0.50% Add +10.3% 4,897 $1.5M
Twin Focus Capital Partners, LLC 0.15% Reduce -2.7% 4,894 $1.5M
Capstone Wealth Management Group, LLC 0.52% Reduce -0.3% 4,891 $1.5M
Strategic Financial Partners, Ltd. 0.56% No change 4,883 $1.5M
Graney & King, LLC 0.53% Add +4.0% 4,838 $1.5M
Kennicott Capital Management LLC 0.68% Reduce -0.7% 4,859 $1.5M
Vicus Capital 0.09% Add +0.0% 4,844 $1.5M
GLR Partners, LLC 0.68% Add +7.2% 4,833 $1.5M
SC&H Financial Advisors, Inc. 0.19% Reduce -1.2% 4,816 $1.5M
Lincoln Capital LLC 0.26% Add +10.0% 4,800 $1.5M
NorthStar Asset Management LLC 0.31% Add +1.8% 4,775 $1.4M
Vilga Financial Planning LLC 1.09% No change 4,763 $1.4M
Upper Left Wealth Management, LLC 0.80% Add +12.2% 4,756 $1.4M
Beacon Financial Group 0.13% Reduce -0.4% 4,723 $1.4M
Sound Financial Strategies Group, LLC 0.91% Add +1.2% 4,710 $1.4M
Dagco, Inc. 0.26% Add +0.8% 4,699 $1.4M
Hegarty Advisors, LLC 0.98% Reduce -0.3% 4,698 $1.4M
Hiley Hunt Wealth Management 0.56% Add +0.0% 4,692 $1.4M
Nations Financial Group Inc, /Ia/ 0.07% Reduce -1.3% 4,690 $1.4M
Luminvest Wealth Management LLC 0.33% Add +0.0% 4,676 $1.4M
Kiley Juergens Wealth Management, LLC 0.22% Reduce -1.2% 4,670 $1.4M
Sargent Investment Group, LLC 0.17% No change 4,651 $1.4M
Trevian Wealth Management LLC 0.60% Add +0.0% 4,644 $1.4M
Elm3 Financial Group, LLC 0.96% Add +1.6% 4,631 $1.4M
Blue Bell Private Wealth Management, LLC 0.17% No change 4,617 $1.4M
Richardson Financial Services Inc. 0.79% Reduce -6.1% 4,617 $1.4M
Plante Moran Financial Advisors, LLC 0.07% Reduce -3.0% 4,608 $1.4M
Pallas Capital Advisors LLC 0.04% Reduce -19.5% 4,596 $1.4M
1ST Source Bank 0.06% Reduce -0.5% 4,584 $1.4M
Summa Corp. 0.44% No change 4,577 $1.4M
National Bank of Canada 0.00% Add +21.3% 4,580 $1.4M
Cornerstone Wealth Group, LLC 0.08% Add +2.6% 4,570 $1.4M
Bedel Financial Consulting, Inc. 0.13% Add +6.9% 4,557 $1.4M
Sunbeam Capital Management, LLC 0.63% Add +0.2% 4,537 $1.4M
Cassaday & Co Wealth Management LLC 0.03% No change 4,527 $1.4M
ATLas Financial Planning LLC 1.11% Reduce -0.9% 4,507 $1.4M
Oxbow Advisors, LLC 0.11% No change 4,484 $1.4M
Asset Dedication, LLC 0.09% Add +6.3% 4,475 $1.4M
National Philanthropic Trust 0.02% No change 4,474 $1.4M
Destiny Wealth Partners, LLC 0.19% Reduce -68.2% 4,581 $1.4M
Landmark Wealth Management, LLC 0.32% Add +0.3% 4,455 $1.4M
Confluence Wealth Services, Inc. 0.04% Add +2.8% 4,450 $1.3M
Granite Bay Wealth Management, LLC 0.12% Add +129.2% 4,450 $1.3M
Vista Investment Management 0.41% Reduce -1.6% 4,433 $1.3M
Corsicana & Co. 0.65% Add +13.3% 4,432 $1.3M
Ascent Advisors, LLC 1.54% Add +22.7% 4,442 $1.3M
TABR Capital Management, LLC 1.14% Add +2.9% 4,398 $1.3M
Cardiff Park Advisors, LLC 0.10% Add +0.3% 4,398 $1.3M
Fisher Asset Management 0.00% Add +2.2% 4,376 $1.3M
Federation des caisses Desjardins du Quebec 0.00% Reduce -4.4% 4,355 $1.3M
Freedom Financial Partners LLC 0.43% Reduce -3.8% 4,354 $1.3M
Asset Allocation & Management Company, LLC 0.43% No change 4,345 $1.3M
Centaurus Financial, Inc. 0.05% Add +6.1% 4,341 $1.3M
Carnegie Investment Counsel 0.03% Reduce -18.0% 4,335 $1.3M
Coastline Trust Co 0.12% Add +21.8% 4,335 $1.3M
Cannon Wealth Management Services, LLC 0.72% Reduce -0.7% 4,331 $1.3M
Truvestments Capital LLC 0.19% Add +62.4% 4,787 $1.3M
Catalyst Financial Partners LLC 0.13% Reduce -2.6% 4,302 $1.3M
Bank of Marin 0.91% No change 4,300 $1.3M
Post Resch Tallon Group Inc. 0.90% Add +6.0% 4,276 $1.3M
Founders Financial Alliance, LLC 0.17% Reduce -16.5% 4,273 $1.3M
Trust Co. of Toledo NA 0.11% Add +10.9% 4,262 $1.3M
Balboa Wealth Partners 0.18% Add +7.8% 4,260 $1.3M
Victory Financial Group, LLC 0.14% Add +48.7% 4,259 $1.3M
Stillwater Capital Advisors, LLC 0.13% No change 4,250 $1.3M
Harbor Group, Inc. 0.15% Reduce -2.0% 4,237 $1.3M
Biltmore Family Office, LLC 0.17% No change 4,226 $1.3M
Merrithew & Thorsten Inc 1.08% No change 4,194 $1.3M
Facet Wealth, Inc. 0.02% Reduce -5.0% 4,184 $1.3M
Washburn Capital Management, Inc. 0.62% Add +46.8% 4,171 $1.3M
Arrowroot Family Office, LLC 0.36% Reduce -1.9% 4,167 $1.3M
L.K. Benson & Company, P.C. 0.38% Add +0.1% 4,164 $1.3M
Tompkins Financial Corp. 0.09% Reduce -15.5% 4,155 $1.3M
71 West Capital Partners 0.04% Add +1.6% 4,140 $1.3M
Independent Advisor Alliance 0.03% Reduce -93.9% 4,135 $1.3M
Armbruster Capital Management, Inc. 0.19% Reduce -2.7% 4,134 $1.3M
CPA Asset Management Group, LLC 0.36% No change 4,117 $1.2M
Security National Bank of So Dak 0.58% No change 4,110 $1.2M
Kuhn & Co Investment Counsel 0.72% Reduce -2.1% 4,096 $1.2M
Probity Advisors, Inc. 0.18% Reduce -10.9% 4,096 $1.2M
Newport Capital Group, LLC 0.70% Add +101.5% 4,090 $1.2M
Strategic Financial Concepts, LLC 0.37% Reduce -20.9% 4,090 $1.2M
Laurel Wealth Planning LLC 0.55% No change 4,085 $1.2M
Orcam Financial Group 0.60% New 4,073 $1.2M
Fiera Capital Corp 0.00% Reduce -3.1% 4,071 $1.2M
Liberty Wealth Management LLC 0.15% No change 4,642 $1.2M
Entrust Financial LLC 0.80% Reduce -3.0% 4,068 $1.2M
Rosenblum Silverman Sutton S F Inc. 0.29% Reduce -1.0% 4,048 $1.2M
Jag Capital Management, LLC 0.12% Reduce -12.6% 4,045 $1.2M
Naples Global Advisors, LLC 0.08% Reduce -0.3% 4,042 $1.2M
Donalies Financial Planning, LLC 0.90% Add +2.1% 4,034 $1.2M
GK Wealth Management LLC 0.74% New 4,031 $1.2M
Beese Fulmer Investment Management, Inc. 0.07% Reduce -1.8% 4,010 $1.2M
Financial Advisors Network, Inc. 0.15% Add +12.4% 3,973 $1.2M
FC Advisory LLC 0.32% Add +4.0% 3,950 $1.2M
Madison Wealth Partners, Inc 0.15% Add +9.8% 3,942 $1.2M
Lee Danner & Bass Inc. 0.07% Reduce -0.4% 3,941 $1.2M
Mosaic Family Wealth Partners, LLC 0.08% Reduce -17.2% 3,940 $1.2M
Geometric Wealth Advisors 0.13% No change 3,938 $1.2M
Disciplined Investments, LLC 0.38% Reduce -0.5% 3,931 $1.2M
Modus Advisors, LLC 0.29% Reduce -6.8% 3,924 $1.2M
Brio Consultants, LLC 0.14% Add +0.3% 3,922 $1.2M
Elevatus Welath Management 0.29% Add +25.4% 3,915 $1.2M
Fort Washington Investment Advisors Inc. 0.01% Add +11.9% 3,901 $1.2M
Piedmont Capital Management, LLC 0.72% No change 3,900 $1.2M
Absolute Capital Management, LLC 0.29% Reduce -11.4% 3,881 $1.2M
Avantax Planning Partners, Inc. 0.03% Reduce -5.0% 3,874 $1.2M
Outbound Financial Inc 0.76% No change 3,869 $1.2M
Tudor Investment Corporation 0.00% New 3,863 $1.2M
GEM Asset Management, LLC 0.46% Add +0.2% 3,853 $1.2M
Innovative Wealth Building LLC 0.68% Reduce -1.7% 3,849 $1.2M
Millington Financial Advisors, LLC 0.46% Reduce -0.2% 3,930 $1.2M
Twin Peaks Wealth Advisors, LLC 0.26% Reduce -5.5% 3,840 $1.2M
Syon Capital LLC 0.05% New 3,833 $1.2M
Cordgrass Capital Advisors, LLC 0.43% Reduce -1.5% 3,825 $1.2M
Regatta Capital Group, LLC 0.16% Add +0.3% 3,811 $1.2M
Libra Wealth LLC 0.29% No change 3,797 $1.2M
Integrity Wealth Solutions LLC 0.42% Reduce -0.8% 3,785 $1.1M
Prospect Financial Services LLC 0.58% Add +153.8% 3,748 $1.1M
North Capital, Inc. 0.86% Add +0.3% 3,740 $1.1M
Keewaydin Investments LLC 0.33% No change 3,722 $1.1M
Stockman Wealth Management, Inc. 0.12% Reduce -16.5% 3,719 $1.1M
TFC Financial Management, Inc. 0.12% Reduce -61.5% 3,710 $1.1M
Valpey Financial Services, LLC 0.67% Reduce -1.8% 3,690 $1.1M
Heck Capital Advisors, LLC 0.07% Add +54.2% 3,686 $1.1M
Glassman Wealth Services 0.13% No change 3,680 $1.1M
Spirepoint Private Client, LLC 0.09% Add +12.8% 3,673 $1.1M
New Wave Wealth Advisors LLC 0.30% Add +13.8% 3,668 $1.1M
Snowwater Investment Partners, LLC 0.77% No change 3,667 $1.1M
Waterford Advisors, LLC 0.30% Reduce -0.6% 3,634 $1.1M
FreeGulliver LLC 0.39% Reduce -0.6% 3,621 $1.1M
V2 Financial group LLC 0.41% Add +0.1% 3,616 $1.1M
Pinnacle Wealth Planning Services, Inc. 0.10% Reduce -0.8% 3,614 $1.1M
BSW Wealth Partners 0.12% Reduce -8.8% 3,608 $1.1M
Townsquare Capital LLC 0.20% Add +14.3% 3,600 $1.1M
D'Orazio & Associates, Inc. 0.13% No change 3,594 $1.1M
GAMMA Investing LLC 0.04% Add +3.8% 3,584 $1.1M
Droms Strauss Advisors Inc. /Mo/ 0.25% Add +2.5% 3,576 $1.1M
Diversified Portfolios, Inc. 0.08% Reduce -4.3% 3,560 $1.1M
Shayne & Jacobs, LLC 0.32% Reduce -0.3% 3,556 $1.1M
Two Sigma Securities, LLC 0.09% New 3,550 $1.1M
Vista Investment Partners Ii, LLC 0.42% Add +0.6% 3,544 $1.1M
SeaCrest Wealth Management, LLC 0.12% Reduce -56.9% 3,541 $1.1M
River Wealth Advisors LLC 0.11% Reduce -2.5% 3,534 $1.1M
Quadcap Wealth Management, LLC 0.10% Add +3.1% 3,534 $1.1M
Heritage Wealth Management, Inc. 0.27% New 3,533 $1.1M
Fortis Capital Management LLC 0.12% Reduce -1.6% 3,518 $1.1M
Winthrop Capital Management, LLC 0.26% Add +1.9% 3,513 $1.1M
Eagle Bluffs Wealth Management LLC 0.35% Reduce -0.4% 3,498 $1.1M
Cannell & Spears LLC 0.02% Add +1.7% 3,488 $1.1M
Caldwell Trust Co 0.09% Add +1.3% 3,484 $1.1M
Blom & Howell Financial Planning, Inc. 0.88% Reduce -8.4% 3,483 $1.1M
Hantz Financial Services, Inc. 0.01% Add +195.4% 3,480 $1.1M
Oakworth Capital, Inc. 0.05% Add +2.4% 3,482 $1.1M
Grange Capital, LLC 0.97% Reduce -3.3% 3,460 $1.0M
Marex Group Ltd 0.01% New 3,454 $1.0M
DiNuzzo Private Wealth, Inc. 0.10% No change 3,875 $1.0M
Astoria Portfolio Advisors LLC. 0.18% Add +29.2% 3,449 $1.0M
Pearl Planning LLC 0.48% Add +0.1% 3,445 $1.0M
Segment Wealth Management, LLC 0.05% No change 3,431 $1.0M
Prosperity Consulting Group, LLC 0.04% Add +4.5% 3,429 $1.0M
Advyzon Investment Management, LLC 0.08% Add +5.5% 3,423 $1.0M
Pacific Point Advisors, LLC 0.47% Add +1.1% 3,421 $1.0M
Guyasuta Investment Advisors Inc. 0.05% Reduce -0.6% 3,420 $1.0M
Zacks Investment Management 0.01% Reduce -7.6% 3,419 $1.0M
BXM Wealth LLC 0.56% Reduce -1.3% 3,416 $1.0M
Ballast Rock Private Wealth LLC 0.48% Add +14.2% 3,407 $1.0M
Essex LLC 0.16% Reduce -9.6% 3,405 $1.0M
Innovative Asset Advisors Group, LLC 0.45% Add +651.5% 3,397 $1.0M
Sidoxia Capital Management, LLC 0.75% Add +1.2% 3,385 $1.0M
S&T Bank 0.31% No change 3,383 $1.0M
Trust Point Inc. 0.09% Reduce -1.1% 3,378 $1.0M
Curi Capital, LLC 0.02% Add +19.8% 3,371 $1.0M
Pecaut & Co. 0.31% Add +0.7% 3,367 $1.0M
Ballast Financial Advisors LLC 0.92% Reduce -2.3% 3,359 $1.0M
Envision Financial LLC 0.47% Reduce -72.2% 3,356 $1.0M
Hughes Financial Services, LLC 0.13% Add +0.9% 3,349 $1.0M
Hill Island Financial LLC 0.22% No change 3,347 $1.0M
Franklin, Parlapiano, Turner & Welch, LLC 0.23% No change 3,345 $1.0M
MJP Associates Inc. 0.11% Reduce -0.1% 3,345 $1.0M
Atlas Brown,Inc. 0.27% Add +62.4% 3,340 $1.0M
Zions Bancorporation, National Association 0.06% No change 3,335 $1.0M
Oakmont Advisory Group, LLC 0.85% Add +0.4% 3,335 $1.0M
Caitlin John, LLC 0.55% Reduce -4.6% 3,330 $1.0M
Dala Group, LLC 0.83% Reduce -9.0% 3,304 $1.0M
Arista Wealth Management, LLC 0.11% No change 3,298 $1000K
AlTi Global, Inc. 0.02% Reduce -24.3% 3,287 $996K
Waterloo Capital, L.P. 0.06% Add +1.4% 3,278 $994K
Medallion Wealth Advisors, LLC 0.31% Reduce -32.2% 3,274 $993K
IFG Advisory, LLC 0.03% Add +4443.1% 3,271 $991K
Tactive Advisors, LLC 0.24% Add +4.8% 3,263 $989K
Hirtle & Co., LLC 0.03% Reduce -0.4% 3,260 $988K
Sound Income Strategies, LLC 0.04% Add +5.4% 3,257 $987K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.36% Add +4.5% 3,252 $986K
Farmers National Bank 0.21% Add +0.5% 3,246 $984K
Community Trust & Investment Co. 0.05% No change 3,235 $981K
Advocate Investing Services LLC 0.76% Add +0.3% 3,234 $980K
Conservest Capital Advisors, Inc. 0.08% Reduce -0.4% 3,234 $980K
Golden State Wealth Management, LLC 0.09% Reduce -1.5% 3,229 $979K
Affiance Financial, LLC 0.14% New 3,220 $976K
Silver Grove Financial Group, Inc. 0.53% Add +57.9% 3,206 $972K
Nestegg Advisors, Inc. 0.69% Add +0.2% 3,204 $971K
Abacus Wealth Partners, LLC 0.10% No change 3,199 $970K
Moss Adams Wealth Advisors LLC 0.06% Add +3.2% 3,196 $969K
Schrum Private Wealth Management LLC 0.99% Reduce -33.2% 4,056 $965K
TCTC Holdings, LLC 0.03% Add +14.0% 3,173 $962K
ARK & TLK Investments, LLC 0.24% No change 3,169 $961K
Verus Financial Partners, Inc. 0.08% Reduce -1.7% 3,158 $957K
Kachkovsky & Fisher, Inc. 0.92% — 3,155 $956K
Meridian Wealth Partners, LLC 0.12% Reduce -1.4% 3,152 $955K
Sterling Wealth Advisors Inc 0.52% No change 3,151 $955K
Concentrum Wealth Management 0.23% Add +7.8% 3,146 $954K
Searle & Co. 0.21% Add +11.4% 3,146 $954K
Northstar Group, Inc. 0.13% No change 3,138 $951K
Keating Financial Advisory Services, Inc. 0.13% Reduce -7.8% 3,136 $951K
Bangor Savings Bank 0.07% Reduce -0.2% 3,129 $948K
Evernest Financial Advisors, LLC 0.20% No change 3,120 $946K
Riverview Trust Co 1.13% Reduce -21.0% 3,118 $945K
Miller Capital Partners, Inc. 0.37% No change 3,097 $939K
Howard Financial Services, LTD. 0.09% No change 3,067 $930K
Elyxium Wealth, LLC 0.10% Reduce -2.4% 3,061 $928K
Bridgewater Advisors Inc. 0.05% Reduce -2.2% 3,090 $926K
Nilsine Partners, LLC 0.06% Add +1.2% 3,054 $926K
Athena Investment Management 0.55% Reduce -14.7% 3,054 $926K
Fairview Capital Investment Management, LLC 0.05% Add +47.1% 3,043 $922K
Aspire Growth Partners LLC 0.54% Add +3.6% 3,041 $922K
Carroll Advisory Group, LLC 0.30% No change 3,039 $921K
American Money Management, LLC 0.13% Reduce -10.6% 3,037 $921K
Marathon Strategic Advisors, LLC 0.52% Reduce -0.3% 3,024 $917K
Southland Equity Partners LLC 0.16% Reduce -10.5% 3,021 $916K
Human Investing LLC 0.12% Reduce -9.6% 3,019 $915K
Transamerica Financial Advisors, LLC 0.08% Add +46.3% 3,005 $911K
Clark Wealth Partners 0.51% No change 2,992 $907K
LPWM LLC 0.20% Add +18.2% 2,982 $904K
Passive Capital Management, LLC. 0.28% No change 3,502 $903K
Diversified Management Inc. 0.19% Add +3.7% 2,971 $901K
Birchcreek Wealth Management, LLC 0.35% Reduce -2.9% 2,959 $897K
Ewa, LLC 0.16% Add +0.3% 2,949 $894K
J2 Capital Management Inc 0.60% Reduce -1.2% 2,944 $892K
Collaborative Capital Advisors LLC 0.56% — 2,941 $891K
Matrix Private Capital Group LLC 0.39% Add +1.4% 2,939 $891K
Fairscale Capital, LLC 0.53% No change 2,923 $886K
Freedom Investment Management, Inc. 0.25% Reduce -3.3% 2,914 $883K
Jefferson Bridge Capital, LLC 0.76% Reduce -10.9% 2,900 $879K
Certuity, LLC 0.04% No change 2,897 $878K
Rockland Trust Co. 0.03% Add +0.4% 2,893 $877K
Pettyjohn, Wood & White, Inc. 0.13% Reduce -3.9% 2,887 $875K
Rothschild Investment LLC 0.03% Add +10.3% 2,884 $874K
Allodium Investment Consultants, LLC 0.37% Add +0.1% 2,882 $873K
Solstein Capital, LLC 0.30% Add +0.3% 2,868 $869K
Harbor Investment Advisory, LLC 0.06% No change 2,862 $868K
Parcion Private Wealth LLC 0.05% Add +38.3% 2,862 $868K
Windsor Advisory Group, LLC 0.63% New 2,862 $867K
Thayer Partners, LLC / MA 0.36% Add +15.2% 2,861 $867K
Sterling Capital Management LLC 0.01% No change 2,860 $867K
Becker Capital Management Inc. 0.02% Reduce -1.4% 2,853 $865K
Westmount Partners, LLC 0.19% No change 2,836 $860K
First Community Trust NA 0.39% Add +1.6% 2,835 $859K
Nicholas Wealth, LLC. 0.47% Add +34.9% 2,835 $859K
Ritter Daniher Financial Advisory LLC / DE 0.13% Reduce -2.8% 2,833 $859K
Fund Advisors of America Inc 0.78% Add +1.7% 2,829 $858K
Fiduciary Financial Group, LLC 0.10% Reduce -4.6% 2,826 $857K
Clayton Financial Group LLC 0.47% Reduce -0.3% 2,823 $856K
McLean Asset Management Corp 0.11% Reduce -0.6% 2,890 $853K
Adirondack Trust Co. 0.25% Add +4.1% 2,811 $852K
Wellspring Financial Advisors, LLC 0.06% Reduce -4.1% 2,810 $852K
PGIM Custom Harvest LLC 0.01% Reduce -3.6% 2,810 $852K
Bryn Mawr Trust Advisors, LLC 0.04% Reduce -0.3% 2,808 $851K
Cooper/Haims Advisors, LLC 0.37% Add +0.0% 2,805 $850K
Vigilare Wealth Management 0.26% Add +55.8% 2,804 $850K
Atwater Malick LLC 0.18% Add +0.6% 2,792 $846K
Riverpoint Wealth Management Holdings, LLC 0.16% Add +0.4% 2,785 $844K
Prospera Capital Management, LLC 0.26% Add +37.1% 2,794 $843K
Novem Group 0.09% Add +16.4% 2,776 $842K
Stratos Investment Management, LLC 0.03% Reduce -1.6% 2,769 $839K
Compass Capital Management, Inc. 0.05% Add +19.5% 2,769 $839K
Outlook Wealth Advisors, LLC 0.18% Add +0.8% 2,765 $838K
Ashton Thomas Securities, LLC 0.12% Reduce -6.4% 2,752 $835K
Summit Wealth Group LLC / Co. 0.07% Add +0.1% 2,751 $834K
First National Trust Co 0.03% Reduce -22.6% 2,747 $833K
WealthCare Investment Partners, LLC 0.20% Add +29.2% 2,737 $830K
WJ Financial Advisors LLC 0.61% No change 2,726 $826K
Deutsche Bank AG 0.00% Reduce -29.3% 2,725 $826K
Members Trust Co 0.03% Add +3.9% 2,717 $824K
Truepoint, Inc. 0.02% Add +4.6% 2,711 $822K
McGuire Investment Group, LLC 0.07% Add +1.5% 2,710 $821K
MBL Wealth, LLC 0.06% No change 2,700 $818K
Aspen Grove Capital, LLC 0.12% Add +0.0% 2,695 $818K
FAS Wealth Partners, Inc. 0.04% Add +11.0% 2,692 $816K
Cape Investment Advisory, Inc. 0.22% Add +7.0% 2,684 $813K
Madison Asset Management, LLC 0.01% Reduce -7.3% 2,683 $813K
Seek First Inc. 0.51% Add +0.3% 2,679 $812K
Pinnacle Bancorp, Inc. 0.21% Reduce -0.1% 2,672 $810K
MPWM Advisory Solutions, LLC 0.37% Reduce -3.2% 2,670 $809K
Stonebridge Financial Planning Group, LLC 0.26% Reduce -2.4% 2,664 $807K
Astra Wealth Partners LLC 0.45% No change 2,660 $806K
Wealth Dimensions Group, Ltd. 0.14% Reduce -0.2% 2,650 $803K
Werba Rubin Papier Wealth Management 0.10% Add +0.3% 2,650 $803K
Pandi, LLC 0.12% No change 2,644 $801K
Websterrogers Financial Advisors, LLC 0.21% Reduce -5.5% 2,642 $801K
Birch Hill Investment Advisors LLC 0.03% No change 2,636 $799K
Midland Wealth Advisors, LLC 0.04% Reduce -16.4% 2,626 $796K
Camden National Bank 0.10% No change 2,621 $794K
Sara-Bay Financial 0.21% Add +2.8% 2,612 $792K
Thompson Davis & Co., Inc. 0.47% No change 2,607 $790K
Grandfield & Dodd, LLC 0.04% No change 2,599 $788K
Eagle Strategies LLC 0.08% Reduce -1.3% 2,597 $787K
Fortress Private Ledger, LLC 0.22% Add +10.2% 2,596 $787K
Planning Directions Inc. 0.36% Reduce -9.1% 2,591 $785K
Prosperity Bancshares Inc 0.51% Add +17.5% 2,589 $785K
Kelman-Lazarov, Inc. 0.10% Reduce -1.1% 2,588 $784K
CDKV Holdings LLC 0.61% Reduce -0.2% 2,576 $781K
Flywheel Private Wealth LLC 0.38% Reduce -0.0% 2,571 $780K
Heritage Investment Group, Inc. 0.10% No change 2,570 $779K
LRI Investments, LLC 0.06% No change 2,566 $778K
Fulcrum Wealth Advisors, LLC 0.59% Reduce -2.9% 2,563 $777K
Peregrine Asset Advisers, Inc. 0.17% Add +8.7% 2,561 $776K
Darden Wealth Group Inc 0.31% Reduce -2.6% 2,542 $770K
Lutz Financial Services LLC 0.05% No change 2,541 $770K
Fingerlakes Wealth Management, Inc. 0.41% Add +0.2% 2,530 $767K
First Trust Advisors LP 0.00% Add +2.3% 2,528 $766K
Rodgers & Associates, LTD 0.07% No change 2,526 $766K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -3.3% 2,524 $765K
Northbridge Financial Group, LLC 0.29% Reduce -0.1% 2,513 $762K
Eastern Bank 0.01% Add +56.5% 2,509 $761K
Nest Investments, LLC 0.58% Add +17.5% 2,507 $760K
Brave Asset Management Inc. 0.16% Add +11.5% 2,506 $760K
Sandhill Capital Partners LLC 0.06% No change 2,502 $758K
Glaxis Capital Management, LLC 1.52% No change 2,497 $757K
Transcendent Capital Group LLC 0.29% Add +0.2% 2,490 $755K
WealthShield Partners, LLC 0.11% Reduce -38.1% 2,479 $751K
Churchill Financial Advisors, LLC 0.14% Add +3.3% 2,475 $750K
Mascagni Wealth Management, Inc. 0.46% Reduce -11.8% 2,468 $748K
Coastal Bridge Advisors, LLC 0.05% Reduce -0.7% 2,456 $744K
Kestra Investment Management, LLC 0.01% Reduce -19.6% 2,454 $744K
TPG Advisors LLC 0.41% Add +18.3% 2,453 $744K
Denver PWM, LLC 0.24% Reduce -0.4% 2,403 $743K
Keebeck Wealth Management 0.07% No change 2,449 $742K
Angeles Wealth Management, LLC 0.03% Add +6.3% 2,448 $742K
Kavar Capital Partners Group, LLC 0.09% No change 2,448 $742K
Jacobi Capital Management LLC 0.04% Add +3.0% 2,446 $742K
Hibernia Wealth Partners, LLC 0.40% Reduce -46.9% 2,442 $740K
Platform Technology Partners 0.12% Add +3.9% 2,430 $737K
Benchmark Financial Wealth Advisors, LLC 0.18% Add +12.8% 2,423 $735K
Elk River Wealth Management LLC 0.12% No change 2,416 $732K
Sepio Capital, LP 0.04% Add +0.0% 2,411 $731K
Triumph Capital Management 0.13% Reduce -3.6% 2,408 $730K
Lyell Wealth Management, LP 0.04% No change 2,408 $730K
Bank of New Hampshire 0.15% Reduce -0.9% 2,400 $727K
Amplius Wealth Advisors, LLC 0.05% Reduce -18.2% 2,384 $723K
NWF Advisory Services Inc. 0.07% Reduce -2.8% 2,383 $722K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +2.5% 2,376 $720K
Waystone Advisors LLC 0.54% Add +15.6% 2,376 $720K
FWG Investments, LLC. 0.38% Add +73.8% 2,367 $717K
Redwood Family Wealth LLC 0.63% Reduce -0.6% 2,364 $717K
Roehl & Yi Investment Advisors, LLC 0.24% Add +9.5% 4,518 $716K
Financial Management, Inc. 0.59% Add +0.3% 2,360 $715K
1900 Wealth Management LLC 0.04% No change 2,360 $715K
Crescent Grove Advisors, LLC 0.06% No change 2,352 $713K
Optima Capital LLC 0.28% Add +114.3% 2,344 $711K
CFS Investment Advisory Services, LLC 0.05% No change 2,357 $708K
Old Second National Bank of Aurora 0.13% Reduce -2.5% 2,325 $705K
Fortitude Advisory Group L.L.C. 0.27% Add +14.2% 2,323 $704K
Capital Asset Managemnet, LLC 1.58% Reduce -34.8% 2,322 $704K
Stevens Capital Partners 0.13% Add +9.4% 2,316 $702K
Integrated Wealth Management 0.74% Reduce -10.0% 2,316 $702K
Smith Chas P & Associates Pa Cpas 0.04% No change 2,312 $701K
Brown, Lisle/Cummings, Inc. 0.16% No change 2,309 $700K
FSM Wealth Advisors, LLC 0.08% Add +0.0% 2,309 $700K
Francis Financial, Inc. 0.11% No change 2,308 $700K
Jefferies Financial Group Inc. 0.01% Add +46.2% 2,304 $698K
Powerhouse Assets LLC 0.57% Reduce -1.3% 2,304 $698K
Entruity Wealth, LLC 0.45% New 2,289 $694K
FF Advisors,LLC 0.26% No change 2,284 $692K
City Holding Co. 0.08% Add +7.5% 2,280 $691K
Milestone Investment Advisors LLC 0.15% Add +0.3% 2,278 $691K
Bernicke Wealth Management, Ltd. 0.08% No change 2,273 $689K
NTV Asset Management LLC 0.07% No change 2,268 $687K
Spinnaker Trust 0.03% No change 2,262 $686K
First County Bank 0.32% No change 2,258 $684K
KLCM Advisors, Inc. 0.05% Add +22.9% 2,257 $684K
Advisortrust Partners, LLC 0.23% Add +4154.7% 2,255 $684K
Gen-Wealth Partners Inc 0.19% No change 2,253 $683K
RiverFront Investment Group, LLC 0.01% Add +52.2% 2,250 $682K
Total Clarity Wealth Management, Inc. 0.13% Add +10.2% 2,247 $681K
Penobscot Wealth Management 0.18% Reduce -3.7% 2,247 $681K
Sequent Planning LLC 0.15% Add +7.8% 2,247 $681K
Intergy Private Wealth, LLC 0.16% Add +38.3% 2,242 $679K
Greenspring Advisors, LLC 0.04% Add +48.0% 2,241 $679K
Capstone Wealth Management, Inc. 0.51% Reduce -2.6% 2,238 $679K
UMB Bank, n.a. 0.01% Add +9.3% 2,238 $678K
Principal Financial Group Inc. 0.00% Reduce -0.7% 2,229 $676K
Rossby Financial, LCC 0.12% Add +608.5% 2,487 $676K
Round Rock Advisors LLC 0.09% Add +0.3% 2,223 $674K
Bison Wealth, LLC 0.06% Reduce -3.1% 2,231 $673K
Allen Capital Group, LLC 0.06% Add +0.3% 2,218 $672K
Tolleson Wealth Management, Inc. 0.09% No change 2,217 $672K
Advisory Alpha, LLC 0.02% Reduce -8.6% 2,213 $671K
Quest 10 Wealth Builders, Inc. 0.52% Reduce -2.6% 2,206 $669K
Tenzing Financial LLC 0.46% Reduce -0.1% 2,217 $669K
Private Wealth Asset Management, LLC 0.06% Add +8.3% 2,206 $669K
KRM Wealth Management L.L.C. 0.29% Reduce -1.7% 2,206 $669K
Nomura Asset Management Co. Ltd. 0.00% Add +37.5% 2,200 $667K
Hancock Whitney Corp. 0.01% No change 2,199 $667K
Keeler & Nadler Financial Planning & Wealth Management 0.19% Reduce -8.5% 2,195 $665K
Wescott Financial Advisory Group, LLC 0.05% Reduce -18.2% 2,192 $664K
Carret Asset Management, LLC 0.06% Add +0.1% 2,191 $664K
Finward Bancorp 0.50% Add +9.7% 2,191 $664K
Ameriflex Group, Inc. 0.27% Add +4.7% 2,189 $663K
KCM Investment Advisors LLC 0.02% Add +3.3% 2,185 $662K
Unified Investment Management 0.61% Add +1.5% 2,165 $656K
Vident Advisory, LLC 0.00% Add +3.6% 2,154 $653K
RCS Financial Planning, LLC 0.31% Add +0.7% 2,152 $652K
Bravera Wealth 0.25% Add +2.9% 2,148 $651K
Cascade Wealth Advisors, Inc 0.26% Add +0.1% 2,125 $651K
German American Bancorp, Inc. 0.05% Reduce -11.4% 2,142 $649K
Covenant Asset Management, LLC 0.12% Add +6.7% 2,137 $648K
Thomasville National Bank 0.04% — 2,133 $647K
Keystone Financial Services 0.17% Reduce -9.2% 2,128 $645K
Obermeyer Wealth Partners 0.03% Reduce -6.3% 2,126 $644K
Appleton Partners Inc. 0.04% Add +1.4% 2,125 $644K
Florida Financial Advisors, LLC 0.11% Add +3.7% 2,122 $643K
Accel Wealth Management 0.14% No change 2,121 $643K
Chapin Davis, Inc. 0.11% No change 2,112 $640K
Front Row Advisors LLC 0.19% Add +1.7% 2,090 $640K
Balanced Rock Investment Advisors LLC 0.40% Reduce -4.2% 2,107 $639K
Vanguard Personalized Indexing Management, LLC 0.01% Add +3.4% 2,104 $638K
JM2 Capital Inc. 0.44% No change 2,096 $635K
Independent Wealth Network Inc. 0.16% Add +6.1% 2,094 $635K
My Personal CFO, LLC 0.25% Add +0.1% 2,091 $634K
Meridian Financial Partners LLC 0.22% Reduce -6.0% 2,134 $634K
Center For Asset Management LLC 0.28% Add +3.3% 2,076 $629K
Bar Harbor Wealth Management 0.03% Reduce -3.4% 2,073 $628K
Convergence Financial, LLC 0.05% Reduce -19.2% 2,069 $627K
IMG Wealth Management, Inc. 0.35% Reduce -3.6% 2,066 $626K
Hutchens & Kramer Investment Management Group, LLC 0.17% Reduce -7.4% 2,061 $625K
Shepherd Financial Partners LLC 0.05% Add +33.1% 2,060 $624K
Team Hewins, LLC 0.17% Add +2.5% 2,057 $624K
Rede Wealth, LLC 0.21% Add +3.9% 2,056 $623K
Strid Group, LLC 0.07% Add +36.1% 2,053 $622K
Adamsbrown Wealth Consultants LLC 0.12% Add +4.8% 2,050 $621K
Linscomb Wealth, Inc. 0.03% Reduce -6.8% 2,046 $620K
Urban Financial Advisory Corp 0.17% Reduce -0.9% 2,041 $619K
Comprehensive Money Management Services LLC 0.39% No change 2,039 $618K
Stanley-Laman Group, Ltd. 0.06% No change 2,036 $617K
Ullmann Wealth Partners Group, LLC 0.06% Add +3.2% 2,031 $616K
Wiregrass Investment Management LLC 0.42% Add +0.6% 2,029 $615K
IFC Advisors LLC 0.08% No change 2,022 $613K
Stephen J. Garry & Associates, LLC 0.45% Reduce -1.0% 2,021 $613K
Main Street Group, LTD 0.15% Reduce -2.3% 2,015 $611K
Insight Advisors, LLC/ PA 0.11% Add +0.6% 2,014 $610K
Wealth Management Nebraska 0.05% No change 2,008 $609K
Integrity Advisory Solutions, LLC 0.06% Add +39.1% 2,005 $608K
Prosperitas Financial LLC 0.19% Add +0.6% 1,992 $604K
United Advisor Group, LLC 0.06% Reduce -0.5% 1,991 $604K
Granite Harbor Advisors, Inc. 0.24% Reduce -1.0% 1,990 $603K
Invst, LLC 0.06% Add +20.4% 1,990 $603K
Clearstead Trust, LLC 0.08% Reduce -1.3% 1,988 $602K
TrustWell Financial Advisors, LLC 0.51% Add +8.8% 1,980 $600K
Melone Private Wealth, LLC 0.23% Add +0.3% 1,979 $600K
Family CFO Inc 0.23% No change 1,978 $600K
Peirce Capital Management, LLC 0.22% Reduce -0.8% 1,978 $600K
MCF Advisors LLC 0.02% Reduce -0.9% 1,974 $598K
Key Financial Inc 0.10% Add +0.3% 1,972 $598K
Capital Advisors, Ltd. LLC 0.06% Add +0.1% 1,964 $595K
Physician Wealth Advisors, Inc. 0.07% Add +4.9% 1,960 $594K
Moors & Cabot, Inc. 0.02% Reduce -6.4% 1,954 $592K
Harbour Investment Management LLC 0.31% No change 1,952 $592K
IFC & Insurance Marketing, Inc. 0.52% Reduce -1.3% 1,948 $591K
Elevation Wealth Partners, LLC 0.18% Reduce -2.6% 1,945 $589K
Investor's Fiduciary Advisor Network, LLC 0.20% Reduce -35.4% 1,945 $589K
Madison Park Capital Advisors, LLC 0.42% Add +1009.6% 18,353 $587K
55 North Private Wealth, LLC 0.12% Reduce -6.2% 1,934 $586K
Alta Wealth Advisors LLC 0.16% Add +1.9% 1,934 $586K
Busey Bank 0.01% Add +0.8% 1,930 $585K
Keystone Financial Services, LLC 0.35% Reduce -1.5% 1,925 $584K
LCNB Corp. 0.18% Add +2.7% 1,925 $584K
Intrua Financial, LLC 0.06% Reduce -57.3% 1,923 $583K
Capital Square, LLC 0.26% Add +8.7% 1,955 $583K
Lodestone Wealth Management LLC 0.20% Reduce -1.6% 1,914 $580K
Symphony Financial, Ltd. Co. 0.06% New 1,908 $578K
Venturi Wealth Management, LLC 0.02% Reduce -0.2% 1,902 $576K
Blake Schutter Theil Wealth Advisors, LLC 0.39% Add +17.9% 1,897 $575K
Uncommon Cents Investing LLC 0.12% New 1,894 $574K
Osprey Private Wealth LLC 0.15% Add +0.9% 1,875 $569K
Highland Investment Advisors LLC 0.25% — 1,871 $567K
Penobscot Investment Management Company, Inc. 0.04% Reduce -1.4% 1,865 $565K
McMillan Office, Inc. 0.07% No change 1,865 $565K
Vestia Personal Wealth Advisors 0.22% Reduce -0.6% 1,870 $565K
Cypress Financial Planning LLC 0.14% Add +20.4% 1,863 $565K
Walter & Keenan Wealth Management LLC /in/ 0.14% Reduce -4.1% 1,850 $561K
Keb Asset Management, LLC 0.09% Reduce -15.4% 1,849 $560K
Vision Capital Management, Inc. 0.06% Reduce -0.2% 1,847 $560K
Bakala Capital LLC 2.45% Add +0.3% 1,844 $559K
Global Financial Private Client, LLC 0.15% Reduce -0.3% 1,844 $559K
International Assets Investment Management, LLC 0.03% Add +4.9% 1,852 $558K
Midwestern Financial, LLC 0.39% Add +0.3% 1,836 $557K
Wealth Care LLC 0.45% Reduce -13.0% 1,836 $556K
HORAN Wealth, LLC 0.07% Reduce -49.4% 1,834 $556K
Kaizen Financial Strategies 0.22% Reduce -14.6% 1,834 $553K
Tyche Wealth Partners LLC 0.08% Add +39.3% 1,817 $551K
NBT Bank, N.A. 0.04% Reduce -7.9% 1,816 $550K
Christensen, King & Associates Investment Services, Inc. 0.22% No change 1,816 $550K
Register Financial Advisors LLC 0.17% Add +23.9% 1,815 $550K
Rik Saylor Financial, Inc. 0.36% Reduce -0.2% 1,809 $548K
TBH Global Asset Management, LLC 0.10% Add +2.7% 1,807 $548K
Parr McKnight Wealth Management Group, LLC 0.06% Add +3.0% 1,806 $547K
Per Stirling Capital Management, LLC. 0.05% Add +0.1% 1,802 $546K
Means Investment Co., Inc. 0.04% Add +19.8% 1,800 $546K
Brown Miller Wealth Management, LLC 0.14% No change 1,800 $546K
Archer Investment Corp 0.10% Add +3.8% 1,800 $545K
American Financial & Tax Strategies Inc. 0.25% No change 1,796 $544K
First Financial Bankshares Inc 0.01% No change 1,788 $542K
Parkwoods Wealth Partners, LLC 0.09% New 1,787 $542K
Montecito Bank & Trust 0.08% No change 1,786 $541K
Relyea Zuckerberg Hanson LLC 0.05% Add +0.1% 1,784 $541K
Silver Oak Advisory Group, Inc. 0.21% No change 1,784 $540K
Northwest Wealth Management, LLC 0.07% Add +0.9% 1,775 $538K
Strategic Financial Services, Inc. 0.02% No change 1,772 $537K
Triad Wealth Partners, LLC 0.03% Add +40.6% 1,790 $536K
Seven Mile Advisory 0.36% No change 1,768 $536K
Dahring | Cusmano LLC 0.28% Add +0.3% 1,766 $535K
Town Capital LLC 0.34% Add +0.4% 1,765 $535K
Covestor Ltd 0.31% Add +3.4% 1,762 $534K
Douglass Winthrop Advisors, LLC 0.01% No change 1,761 $534K
Veratis Advisors, Inc. 0.38% — 1,760 $534K
LJI Wealth Management, LLC 0.07% Reduce -7.4% 1,757 $533K
Chemistry Wealth Management LLC 0.09% Add +11.8% 1,755 $532K
Tumwater Wealth Management, LLC 0.19% Add +2.6% 1,750 $530K
Horst & Graben Wealth Management LLC 0.07% Add +0.1% 1,756 $529K
Armstrong Henry H Associates Inc. 0.05% No change 1,745 $529K
Matters Capital LLC 0.37% Add +10.8% 1,740 $527K
Founders Financial Securities LLC 0.03% Reduce -1.1% 1,738 $527K
Beacon Investment Advisory Services, Inc. 0.02% No change 1,733 $525K
UNIVEST FINANCIAL Corp 0.03% Add +0.7% 1,731 $525K
Middleton & Co. Inc. 0.06% No change 1,730 $524K
GatePass Capital, LLC 0.20% Add +30.1% 1,729 $524K
Parsonex Advisory Services, Inc. 0.46% Reduce -3.5% 1,730 $524K
Resolute Wealth Strategies, LLC 0.20% No change 1,722 $522K
Interchange Capital Partners, LLC 0.10% Reduce -3.3% 1,718 $521K
PFW Advisors LLC 0.15% No change 1,714 $520K
Synergy Financial Group, LTD 0.37% Add +0.8% 1,710 $518K
LMG Wealth Partners, LLC 0.08% No change 1,698 $515K
HM Payson & Co. 0.01% No change 1,697 $514K
Pacific Sage Partners, LLC 0.07% Add +9.4% 1,694 $513K
Security National Bank of Sioux City Iowa 0.21% Add +52.0% 1,687 $511K
XY Planning Network, Inc. 0.06% Add +26.3% 1,686 $511K
TOWER TRUST & INVESTMENT Co 0.31% Reduce -1.9% 1,680 $509K
Calton & Associates, Inc. 0.07% Reduce -10.0% 1,666 $505K
New Insight Wealth Advisors 0.15% Add +5.3% 1,662 $504K
Stratos Wealth Advisors, LLC 0.03% Reduce -0.7% 1,660 $503K
Westbourne Investments, Inc. 0.20% Reduce -2.1% 1,655 $502K
Bell Bank 0.02% Reduce -4.3% 1,653 $501K
Templeton & Phillips Capital Management, LLC 0.37% No change 1,652 $501K
Golden Bell Financial Planning LLC 0.37% No change 1,646 $499K
LifeGuide Financial Advisors, LLC 0.14% No change 1,646 $499K
Tocqueville Asset Management L.P. 0.01% No change 1,642 $498K
MA Private Wealth 0.07% Reduce -46.6% 1,640 $497K
First National Bank of Mount Dora, Trust Investment Services 0.10% No change 1,639 $497K
Oarsman Capital, Inc. 0.05% Reduce -4.1% 1,636 $496K
B & T Capital Management DBA Alpha Capital Management 0.06% Add +4.5% 1,634 $495K
Patrick M Sweeney & Associates, Inc. 0.28% Add +0.1% 1,626 $493K
Griffin Asset Management, Inc. 0.05% Reduce -0.1% 1,625 $493K
Buck Wealth Strategies, LLC 0.05% Reduce -0.3% 1,623 $492K
Hardin Capital Partners, LLC 0.23% Add +4.5% 1,621 $492K
Weitzel Financial Services, Inc. 0.17% No change 1,641 $491K
HHM Wealth Advisors, LLC 0.05% Reduce -1.5% 1,620 $491K
Old National Bancorp 0.01% Add +12.8% 1,618 $490K
Mascoma Wealth Management LLC 0.09% Reduce -1.4% 1,616 $490K
Pillar Financial Advisors, LLC 0.26% Add +0.1% 1,614 $489K
Altiora Financial Group, LLC 0.08% No change 1,603 $486K
Bluedoor Private Wealth, LLC 0.20% Add +71.1% 1,603 $486K
Coastwise Capital Group, LLC 0.28% No change 1,602 $485K
Kwmg, LLC 0.04% Reduce -1.0% 1,598 $484K
Atala Financial Inc 0.29% Reduce -23.8% 1,598 $484K
Tounjian Advisory Partners, LLC 0.21% Add +92.4% 1,597 $484K
Strengthening Families & Communities, LLC 0.11% Add +4.6% 1,596 $484K
Fort Sheridan Advisors LLC 0.05% No change 1,594 $483K
Riverview Capital Advisers, LLC 0.14% Reduce -3.8% 1,590 $482K
Lifeworks Advisors, LLC 0.05% Reduce -9.3% 1,588 $481K
Investment Planning Advisors, Inc. 0.11% Reduce -3.8% 1,581 $479K
REDW Wealth LLC 0.17% No change 1,580 $479K
River Street Advisors LLC 0.14% No change 1,580 $479K
LexAurum Advisors, LLC 0.06% Reduce -2.3% 1,580 $479K
Donor Advised Charitable Giving, Inc. 0.01% No change 1,571 $476K
Forum Financial Management, LP 0.01% Reduce -3.5% 1,571 $476K
TruNorth Capital Management, LLC 0.08% No change 1,569 $476K
DF Dent & Co. Inc. 0.01% No change 1,562 $473K
Denver Wealth Management, Inc. 0.14% Add +20.6% 1,560 $473K
HBK Sorce Advisory LLC 0.01% Add +4.5% 1,559 $473K
Evergreen Wealth Partners LLC 0.28% Reduce -0.1% 1,556 $472K
Fidelis Wealth Advisors LLC 0.70% New 2,031 $471K
Independent Wealth Advisors LLC 0.42% Add +0.3% 1,545 $468K
LVW Advisors, LLC 0.04% Add +11.2% 1,544 $468K
Great Diamond Partners, LLC 0.08% Add +0.1% 1,544 $468K
TMB Capital Partners, LLC 0.15% No change 1,541 $467K
Global Wealth Strategies & Associates 0.09% Reduce -7.3% 1,541 $467K
Bensler, LLC 0.04% Add +0.1% 1,539 $467K
SJS Investment Consulting Inc. 0.05% No change 1,539 $467K
Studio Investment Management LLC 0.08% New 1,533 $465K
Proffitt & Goodson Inc. 0.06% Reduce -0.2% 1,528 $463K
Carolina Wealth Management Inc 0.21% — 1,528 $463K
Keener Financial Planning LLC 0.17% Add +1.0% 1,530 $463K
Eagle Bay Advisors LLC 0.34% No change 1,520 $461K
Baker Tilly Wealth Management, LLC 0.10% Reduce -20.7% 1,518 $460K
Cutler Investment Counsel LLC 0.04% Add +3.6% 1,518 $460K
Firestone Capital Management 0.09% Add +10.3% 1,515 $459K
J Hagan Capital, Inc. 0.21% Add +1.0% 1,513 $459K
Cora Capital Advisors LLC 0.13% Reduce -1.6% 1,509 $457K
Opal Wealth Advisors, LLC 0.10% Reduce -4.4% 1,508 $457K
Nova R Wealth, Inc. 0.13% Reduce -23.4% 1,508 $457K
Sloy Dahl & Holst, LLC 0.06% Reduce -0.1% 1,506 $457K
EFG International AG 0.01% Reduce -40.8% 1,506 $456K
August Group Capital Ltd 0.50% Add +0.3% 1,505 $456K
Paragon Capital Management LLC 0.21% Add +0.1% 1,505 $456K
Dravo Bay LLC 0.16% No change 1,495 $453K
LaSalle St. Investment Advisors, LLC 0.06% Add +16.0% 1,494 $453K
Montis Financial, LLC 0.09% No change 1,491 $452K
Coquina Private Wealth LLC 0.31% Reduce -2.8% 1,489 $451K
Sharp Wealth Advisory, LLC 0.21% Reduce -98.7% 1,486 $450K
KPP Advisory Services LLC 0.06% Reduce -12.0% 1,478 $448K
IAG Wealth Partners, LLC 0.04% No change 1,477 $448K
Vantage Point Financial LLC 0.14% Add +7.7% 1,475 $447K
WealthTrust Axiom LLC 0.10% No change 1,475 $447K
Value Investment Professionals, LLC 0.38% New 1,473 $446K
Selective Wealth Management, Inc. 0.12% Reduce -2.0% 1,499 $444K
Etesian Wealth Advisors, Inc. 0.13% Reduce -5.1% 1,463 $443K
Samalin Investment Counsel, LLC 0.14% New 1,461 $443K
Goepper Burkhardt LLC 0.13% Reduce -7.4% 1,457 $442K
Wealthedge Investment Advisors, LLC 0.15% Reduce -16.1% 1,454 $441K
Authentikos Wealth Advisory, LLC 0.28% Reduce -8.2% 1,448 $439K
Gateway Investment Advisers LLC 0.00% New 1,441 $437K
Stonebridge Financial Group, LLC 0.03% Add +0.1% 1,440 $437K
William Mack & Associates, Inc. 0.15% Add +20.1% 1,440 $436K
Beacon Capital Management, LLC 0.06% Reduce -4.6% 1,439 $436K
Tempo Wealth, LLC 0.06% Add +0.8% 1,439 $436K
Cedar Point Capital Partners, LLC 0.25% Reduce -1.2% 1,434 $435K
GDS Wealth Management 0.02% Reduce -2.7% 1,431 $434K
ZWJ Investment Counsel Inc. 0.01% Add +0.1% 1,429 $433K
Armstrong Advisory Group, Inc. 0.03% Add +0.1% 1,425 $432K
Impact Partnership Wealth, LLC 0.04% Add +17.4% 1,416 $429K
BlueChip Wealth Advisors LLC 0.16% Add +9.7% 1,415 $429K
Sensible Money, LLC 0.11% Add +21.7% 1,411 $428K
Forza Wealth Management, LLC 0.13% No change 1,410 $427K
Advantage Trust Co 0.15% Add +31.9% 1,405 $426K
Aspen Capital Management, LLC 0.09% No change 1,403 $425K
Aspect Partners, LLC 0.16% No change 1,402 $425K
Nikulski Financial, Inc. 0.09% No change 1,402 $425K
Hazlett, Burt & Watson, Inc. 0.11% Add +4.7% 1,401 $425K
Proactive Wealth Strategies LLC 0.07% Reduce -2.2% 1,400 $425K
Breachway Investments LLC 0.64% Reduce -4.4% 1,399 $424K
Olde Wealth Management, LLC 0.12% Reduce -4.9% 1,399 $424K
Somerset Group LLC 0.30% No change 1,420 $423K
McDonald Partners LLC 0.10% Add +2.0% 1,397 $423K
Alliance Wealth Advisors, LLC 0.17% No change 1,396 $423K
Courage Miller Partners, LLC 0.11% No change 1,395 $423K
Atlatl Advisers LLC 0.10% Reduce -0.4% 1,393 $422K
Flower City Capital 0.19% Add +6.4% 1,392 $422K
Unique Wealth Strategies, LLC 0.15% Reduce -0.6% 1,385 $420K
Disciplined Investors, L.L.C. 0.21% Add +0.1% 1,381 $419K
Holderness Investments Co. 0.07% Reduce -0.7% 1,380 $418K
River's Edge Wealth Management, LLC 0.37% Reduce -13.1% 1,405 $417K
ERn Financial, LLC 0.07% Reduce -8.3% 1,377 $417K
Henrickson Nauta Wealth Advisors, Inc. 0.10% New 1,376 $417K
Clifford Group, LLC 0.29% No change 1,374 $416K
Values Added Financial LLC 0.15% No change 1,369 $415K
TrueWealth Advisors, LLC 0.09% Reduce -0.2% 1,366 $414K
Aviance Capital Partners, LLC 0.04% No change 1,365 $414K
Csenge Advisory Group 0.02% Add +44.4% 1,362 $413K
BBR Partners, LLC 0.02% Reduce -0.6% 1,361 $413K
Elevation Wealth Management LLC 0.31% Reduce -3.6% 1,356 $411K
Benchmark Financial, LLC 0.33% Add +25.5% 1,355 $411K
Hill Investment Group Partners, LLC 0.04% New 1,355 $411K
ZynergyRetirementPlanningLLC 0.22% No change 1,354 $410K
Clark Estates Inc. 0.09% No change 1,350 $409K
EagleClaw Capital Managment, LLC 0.05% No change 1,350 $409K
Essential Planning, LLC. 0.12% No change 1,349 $409K
Three Bearings Fiduciary Advisors, Inc. 0.37% Reduce -8.6% 1,348 $409K
Basso Capital Management, L.P. 0.10% New 1,348 $408K
American National Bank & Trust 0.03% Add +774.7% 1,347 $408K
Harbor Asset Planning, Inc. 0.31% Add +0.3% 1,345 $408K
Sentinel Pension Advisors, LLC 0.05% Reduce -0.2% 1,368 $405K
Sheets Smith Wealth Management 0.04% Reduce -1.8% 1,337 $405K
DecisionMap Wealth Management, LLC 0.22% Add +0.7% 1,324 $401K
SilverOak Wealth Management LLC 0.05% No change 1,323 $401K
Adapt Wealth Advisors, LLC 0.13% Reduce -6.4% 1,323 $401K
Wulff, Hansen & Co. 0.31% Add +7.8% 1,320 $400K
Insigneo Advisory Services, LLC 0.01% Add +11.6% 1,320 $400K
Cloud Capital Management, LLC 0.15% No change 1,320 $399K
Allen Investment Management, LLC 0.00% No change 1,315 $399K
Financial Discovery Group Inc. 0.85% No change 1,312 $398K
Tempus Wealth Planning, LLC 0.08% Reduce -3.0% 1,311 $397K
Grey Ledge Advisors, LLC 0.08% Add +0.9% 1,311 $397K
Resonant Capital Advisors, LLC 0.02% Add +0.4% 1,307 $396K
Cambridge Financial Group, LLC 0.12% Reduce -40.4% 1,305 $395K
Painted Porch Advisors LLC 0.17% Add +2.2% 1,304 $395K
Davidson Trust Co. 0.15% No change 1,301 $394K
Capital Investment Counsel, LLC 0.05% Reduce -11.4% 1,299 $394K
Obsidian Cio, LLC 0.29% Add +105.7% 1,298 $393K
Foster Dykema Cabot & Partners, LLC 0.02% No change 1,295 $393K
Blue Zone Wealth Advisors, LLC 0.07% No change 1,294 $392K
Silver Oak Securities, Incorporated 0.02% Reduce -19.5% 1,291 $391K
Seeds Investor LLC 0.04% New 1,291 $391K
Olistico Wealth, LLC 0.17% Reduce -0.4% 1,289 $391K
Aerodigm Wealth, LLC 0.13% No change 1,287 $390K
Gilbert & Cook, Inc. 0.04% Add +5.7% 1,287 $390K
Compass Capital Corp. /Ma/ 0.13% Reduce -67.3% 1,272 $390K
PCG Asset Management, LLC 0.28% No change 1,285 $390K
Aspiring Ventures, LLC 0.10% No change 1,285 $390K
New Republic Capital, LLC 0.09% Add +0.2% 1,282 $389K
Cypress Capital Group 0.04% Add +18.6% 1,276 $387K
Dynasty Wealth Management, LLC 0.00% Add +0.2% 1,274 $386K
L. Roy Papp & Associates, LLP 0.04% No change 1,257 $381K
KWB Wealth 0.03% Reduce -0.9% 1,256 $381K
Trademark Financial Management, LLC 0.16% Reduce -5.1% 1,255 $380K
John A. Wolfe & Associates, Inc. 0.52% Reduce -10.5% 1,253 $380K
Breakwater Capital Group 0.05% Add +8.5% 1,254 $380K
Santori & Peters, Inc. 0.11% Add +0.2% 1,252 $380K
Elmwood Wealth Management, Inc. 0.09% No change 1,251 $379K
Pflug Koory, LLC 0.15% Add +2.8% 1,248 $378K
BetterWealth, LLC 0.07% Add +1.5% 1,248 $378K
Alteri Wealth LLC 0.10% Reduce -8.7% 1,246 $378K
Missouri Trust & Investment Co 0.10% Reduce -2.8% 1,277 $377K
Osborne Partners Capital Management, LLC 0.02% Add +3.2% 1,242 $377K
Silver Coast Investments LLC 0.11% Add +2.7% 1,241 $376K
Howe & Rusling Inc. 0.02% Add +44.9% 1,230 $373K
Perryman Financial Advisory Inc. 0.05% Reduce -8.4% 1,228 $372K
Accretive Wealth Partners, LLC 0.09% No change 1,222 $371K
Walleye Partners, LLC 0.42% No change 1,220 $370K
Tennessee Valley Asset Management Partners 0.04% New 1,219 $370K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.12% Add +2.6% 1,243 $368K
Smith Thornton Advisors LLC 0.16% No change 1,236 $366K
MBA Advisors LLC 0.12% No change 1,207 $366K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -1.6% 1,205 $365K
Foundation Wealth Management, LLC\PA 0.11% Reduce -10.8% 1,205 $365K
Portland Financial Advisors Inc 0.66% No change 1,195 $362K
GHP Investment Advisors, Inc. 0.01% Add +10.0% 1,191 $361K
Impact Capital Partners LLC 0.10% Reduce -6.5% 1,186 $360K
Clear Harbor Asset Management, LLC 0.02% No change 1,185 $359K
Altfest L J & Co. Inc. 0.03% Add +4.2% 1,179 $357K
Caliber Wealth Management, LLC / KS 0.03% Add +0.3% 1,176 $356K
Foundry Financial LLC 0.12% Add +2.1% 1,175 $356K
Monetary Management Group Inc. 0.07% Add +135.0% 1,175 $356K
Partners Wealth Management, LLC 0.35% Add +20.2% 1,172 $355K
Shakespeare Wealth Management, LLC 0.09% No change 1,169 $354K
EnRich Financial Partners LLC 0.08% Add +0.2% 1,168 $354K
Alpha Financial Advisors, LLC 0.10% No change 1,168 $354K
WNY Asset Management, LLC 0.03% Reduce -1.7% 1,168 $354K
Traction Financial Partners, LLC 0.19% No change 1,168 $354K
GWN Securities Inc. 0.06% Add +18.8% 1,167 $354K
Shared Vision Wealth Group LLC 0.12% Add +2.1% 1,165 $353K
Winthrop Advisory Group LLC 0.02% New 1,163 $353K
Bannerstone Capital Management, LLC 0.30% Add +0.4% 1,160 $352K
Advance Capital Management, Inc. 0.01% Add +3.9% 1,160 $352K
Sit Investment Associates Inc. 0.01% No change 1,154 $350K
Windward Private Wealth Management Inc. 0.11% Reduce -6.8% 1,152 $349K
Davis Investment Partners, LLC 0.11% Add +0.2% 1,150 $349K
Matrix Asset Advisors Inc. 0.03% No change 1,149 $348K
Detalus Advisors, LLC 0.07% Add +10.5% 1,149 $348K
Kapstone Financial Advisors LLC 0.15% New 1,146 $347K
ProVise Management Group, LLC 0.02% Reduce -10.2% 1,145 $347K
Drake & Associates, LLC 0.06% Add +45.7% 1,144 $347K
Resources Management Corp. /CT/ 0.04% No change 1,140 $346K
National Wealth Management Group, LLC 0.11% Reduce -0.4% 1,140 $346K
Cardinal Point Capital Management ULC 0.02% Reduce -15.9% 1,139 $345K
Van Hulzen Asset Management, LLC 0.02% Reduce -15.4% 1,133 $344K
American State Bank (Iowa) 0.14% Add +10.6% 1,132 $343K
Optivise Advisory Services LLC 0.17% Add +13.7% 1,132 $343K
Northcape Wealth Management, LLC 0.09% Reduce -0.5% 1,131 $343K
Indiana Trust & Investment Management Co 0.09% No change 1,130 $343K
West Paces Advisors Inc. 0.06% Add +1468.1% 1,129 $342K
BankPlus Trust Department 0.08% Add +7957.1% 1,128 $342K
Pathway Financial Advisers, LLC 0.09% Add +21.7% 1,128 $342K
Texas Capital Bank Wealth Management Services Inc 0.02% No change 1,127 $342K
Steinberganna Wealth Management 0.14% Add +7.7% 1,126 $341K
Hidden Cove Wealth Management, LLC 0.19% Add +2.4% 1,121 $340K
Destination Wealth Management 0.01% Reduce -12.5% 1,121 $340K
Carter Financial Group, INC. 0.18% Reduce -3.3% 1,120 $340K
Wills Financial Group LLC 0.12% No change 1,118 $339K
Shade Tree Advisors LLC 0.20% No change 1,115 $338K
Halbert Hargrove Global Advisors, LLC 0.01% Reduce -1.9% 1,112 $337K
Silvia McColl Wealth Management, LLC 0.20% No change 1,110 $336K
Novare Capital Management LLC 0.02% Reduce -1.3% 1,108 $336K
Symmetry Partners, LLC 0.02% No change 1,104 $335K
Oak Harvest Investment Services 0.03% Reduce -8.8% 1,100 $334K
Serenus Wealth Advisors, LLC 0.06% No change 1,100 $333K
Money Concepts Capital Corp. 0.02% Reduce -0.2% 1,097 $332K
Noesis Capital Mangement Corp. 0.04% Reduce -2.2% 1,092 $331K
Monetary Solutions, Ltd 0.28% Add +33.3% 1,090 $331K
SlateStone Wealth, LLC 0.03% Reduce -2.1% 1,084 $329K
ATX Financial Planning, LLC 0.22% Reduce -15.0% 1,080 $327K
Strategic Wealth Partners, Ltd. 0.02% Add +8.7% 1,077 $327K
Legacy Trust 0.06% No change 1,076 $326K
Southern Capital Advisors, LLC 0.14% Add +2.8% 1,073 $325K
BKM Wealth Management, LLC 0.12% Add +2.2% 1,072 $325K
Marco Investment Management LLC 0.02% No change 1,067 $323K
Port Capital LLC 0.01% New 1,065 $323K
Gallagher Capital Advisors, LLC 0.18% Reduce -0.1% 1,063 $322K
Millstone Evans Group, LLC 0.17% Reduce -34.6% 1,062 $322K
Womack Financial LLC 0.21% No change 1,057 $320K
Tobias Financial Advisors, Inc. 0.04% Reduce -0.6% 1,056 $320K
Boston Family Office LLC 0.02% Reduce -1.3% 1,056 $320K
Summit Financial Strategies, Inc. 0.02% Add +1.4% 1,045 $317K
Maseco LLP 0.01% Add +5.7% 1,043 $316K
Valley Financial Group, Inc. 0.16% Reduce -0.3% 1,042 $316K
First Pacific Financial 0.04% Reduce -6.2% 1,037 $314K
VERITY Wealth Advisors 0.19% Add +2.0% 1,035 $314K
Foster Group, Inc. 0.01% Reduce -5.0% 1,034 $313K
Retirement Solution LLC 0.06% Add +20.1% 1,029 $312K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -0.7% 1,028 $312K
Elevate Wealth Advisory, Inc. 0.18% No change 1,028 $312K
Old Peak Finance LLC 0.15% No change 1,027 $311K
Adkins Seale Capital Management LLC 0.28% Add +6.6% 1,023 $310K
CPC Advisors, LLC 0.04% New 1,022 $310K
FLC Capital Advisors 0.05% No change 1,021 $309K
Integrity Investment Advisors, LLC 0.13% Add +0.3% 1,016 $308K
Aletheian Wealth Advisors LLC 0.13% Reduce -0.4% 1,010 $306K
Penney Financial, LLC 0.11% Reduce -95.9% 1,005 $305K
Koss-Olinger Consulting, LLC 0.02% Reduce -24.1% 1,004 $304K
Carson Advisory Inc. 0.14% Add +8.3% 1,003 $304K
Ceeto Capital Group, LLC 0.08% No change 1,000 $303K
CAP Partners, LLC 0.15% No change 992 $301K
MainStreet Investment Advisors LLC 0.04% Reduce -10.4% 990 $300K
Sims Investment Management, LLC 0.09% Reduce -4.4% 990 $300K
Walker Financial Services, Inc. 0.09% Add +0.3% 989 $300K
Kane Co Wealth Management, Inc. 0.23% No change 989 $300K
Aull & Monroe Investment Management Corp 0.13% No change 989 $300K
TRUE Private Wealth Advisors 0.03% Reduce -1.6% 985 $299K
Stonebrook Private Inc. 0.05% Add +7.0% 982 $298K
Clarendon Private LLC 0.19% New 982 $298K
Forum Private Client Group LLC 0.09% Reduce -1.2% 981 $297K
Lexington Hill Partners, LLC 0.14% Add +0.3% 979 $297K
Partnership Wealth Management, LLC 0.20% Reduce -1.9% 975 $296K
Pacific Park Financial, Inc. 0.17% New 972 $295K
Crumly & Associates Inc. 0.06% Reduce -5.4% 970 $294K
Hobbs Group Advisors, LLC 0.08% Reduce -0.6% 966 $293K
Teachers Insurance & Annuity Association of America 0.32% Add +26.9% 963 $292K
CacheTech Inc. 0.05% No change 963 $292K
Everstar Asset Management, LLC 0.14% No change 960 $291K
Sterling Investment Advisors, Ltd. 0.05% Add +0.1% 960 $291K
United Community Bank 0.09% No change 958 $290K
Tilia Fiduciary Partners, Inc. 0.14% Add +0.3% 955 $289K
Fourth Dimension Wealth, LLC 0.09% No change 947 $287K
3 Factor Indexing, LLC 0.24% No change 946 $287K
M1 Capital Management LLC 0.11% No change 945 $286K
Carmel Capital Partners, LLC 0.09% Reduce -4.6% 941 $285K
Hollencrest Capital Management 0.02% Reduce -16.8% 941 $285K
Telos Capital Management, Inc. 0.03% New 940 $285K
Novus Advisors, LLC 0.59% Reduce -1.2% 932 $283K
RS Crum Inc. 0.05% Add +8.9% 931 $282K
Strong Retirement Solutions LLC 0.17% Add +7.4% 930 $282K
Cogent Private Wealth, Inc. 0.18% New 930 $282K
Matisse Capital 0.11% No change 928 $281K
Accurate Wealth Management, LLC 0.03% Add +23.4% 943 $281K
Prospect Financial Group LLC 0.23% No change 927 $281K
First Growth Capital LLC 0.21% No change 926 $281K
Approach Retirement Advisors, LLC 0.20% Add +0.1% 924 $280K
JTC Employer Solutions Trustee Ltd 0.02% No change 925 $280K
Anson Capital, Inc. 0.18% No change 923 $280K
Twin City Private Wealth, LLC 0.20% Add +7.3% 923 $280K
McCartney Wealth Management LLC 0.21% Add +0.3% 922 $279K
Cherrydale Wealth Management, LLC 0.07% No change 921 $279K
Fulton Breakefield Broenniman LLC 0.02% Add +1.9% 920 $279K
Bogart Wealth, LLC 0.01% Add +5.2% 915 $277K
Raffa Wealth Management, LLC 0.03% Add +0.1% 914 $277K
Correct Capital Wealth Management 0.05% No change 913 $277K
Wise Wealth Partners 0.47% Add +11.9% 909 $276K
Stephenson & Company, Inc. 0.13% Add +5.6% 907 $275K
Retirement Capital Strategies 0.10% No change 907 $275K
Wealth Alliance Advisory Group, LLC 0.04% New 903 $274K
Junk Investment Group, LLC 0.12% New 903 $274K
Evergreen Advisors, LLC 0.06% Add +0.3% 901 $273K
Steel Grove Capital Advisors, LLC 0.03% No change 900 $273K
Lawood & Co. 0.18% Reduce -32.2% 900 $273K
Fortune Financial Group, Inc. 0.21% Reduce -48.1% 899 $273K
Park Capital Management, LLC / WI 0.16% No change 899 $273K
Smith Salley Wealth Management 0.01% New 898 $272K
Refined Wealth Management 0.16% Add +0.1% 898 $272K
Cottage Street Advisors LLC 0.11% Add +0.2% 897 $272K
Glen Eagle Advisors, LLC 0.03% Add +5.9% 896 $272K
Private Management Group Inc. 0.01% Reduce -3.3% 894 $271K
AAF Wealth Management, LLC 0.10% Reduce -2.0% 893 $271K
Wealthcare Capital Management LLC 0.03% No change 893 $271K
LifeGoal Investments, LLC 0.12% No change 893 $271K
Amicus Financial Advisors, LLC 0.07% Add +6.8% 891 $270K
Beacon Wealthcare LLC 0.09% No change 887 $269K
Sentry LLC 0.08% New 886 $269K
Melfa Wealth Management, Inc. 0.14% No change 881 $267K
Argent Advisors, Inc. 0.07% Add +6.3% 880 $267K
David J Yvars Group 0.13% New 879 $266K
Edgestream Partners, L.P. 0.01% New 879 $266K
Camelot Technology Advisors, Inc. 0.18% No change 869 $263K
Buttonwood Financial Advisors Inc. 0.08% Reduce -14.3% 869 $263K
NorthLanding Financial Partners, LLC 0.18% Reduce -0.9% 869 $263K
Revere Asset Management, Inc 0.10% No change 867 $263K
Community Bank, N.A. 0.03% Reduce -1.1% 865 $262K
Kinetic Wealth Investment Advisors LLC 0.12% — 864 $262K
Blalock Williams, LLC 0.17% No change 862 $261K
Yukon Wealth Management, Inc. 0.07% No change 862 $261K
Waterfront Wealth Inc. 0.04% New 876 $261K
Welch Group, LLC 0.01% No change 860 $261K
Journey Advisory Group, LLC 0.02% Add +1.3% 859 $260K
Entrewealth, LLC 0.10% No change 861 $260K
CGC Financial Services, LLC 0.06% No change 857 $260K
Daybright Advisory Services, Inc. 0.06% Add +0.3% 880 $260K
J. Derek Lewis & Associates Inc. 0.05% Add +3.8% 857 $260K
Boston Trust Walden Corp 0.00% No change 856 $259K
Grey Fox Wealth Advisors, LLC 0.04% New 856 $259K
Powers Advisory Group, LLC 0.08% Add +1.1% 853 $259K
Arsenal Capital Advisors LLC 0.15% No change 851 $258K
RVW Wealth, LLC 0.02% Reduce -0.1% 850 $258K
Nottingham Advisors, Inc. 0.03% No change 873 $257K
Tiller Private Wealth, Inc. 0.08% No change 847 $257K
CVFG LLC 0.03% Reduce -8.0% 846 $256K
Miller Financial Services LLC 0.21% Reduce -49.7% 845 $256K
Klingenstein Fields & Co. LP 0.01% No change 844 $256K
Key Client Fiduciary Advisors, LLC 0.07% Add +5.1% 839 $254K
Clear Wave Wealth Management LLC 0.06% Add +0.8% 837 $254K
Proficio Capital Partners LLC 0.01% No change 834 $253K
First Western Trust Bank 0.01% No change 833 $252K
DDD Partners, LLC 0.02% Add +0.1% 831 $252K
Integris Wealth Management, LLC 0.05% No change 831 $252K
Beck Mack & Oliver LLC 0.00% No change 830 $252K
Michels Family Financial, LLC 0.16% Add +0.1% 830 $251K
Elevate Capital Advisors, LLC 0.14% New 829 $251K
Central Bank & Trust Co. 0.04% No change 828 $251K
Trek Financial, LLC 0.01% Reduce -2.4% 823 $249K
Valley National Advisers Inc. 0.03% Reduce -50.1% 820 $249K
Alhambra Investment Management LLC 0.11% Reduce -2.7% 815 $247K
Stokes Family Office, LLC 0.03% Reduce -28.8% 815 $247K
Heritage Wealth Management, Inc./Texas 0.10% No change 814 $247K
Waddell & Associates, LLC 0.01% New 814 $247K
Northeast Planning Associates, Inc. / NH / 0.18% Add +0.1% 811 $246K
MinichMacGregor Wealth Management, LLC 0.04% No change 811 $246K
Shira Ridge Wealth Management 0.09% Add +0.6% 806 $244K
Paller Financial Services Inc 0.18% No change 804 $244K
Southern Michigan Bank & Trust 0.09% No change 802 $243K
YHB Investment Advisors, Inc. 0.02% Reduce -2.4% 802 $243K
Trace Wealth Advisors, LLC 0.16% No change 800 $242K
Arthur M. Cohen & Associates, LLC 0.04% No change 800 $242K
Pasadena Private Wealth, LLC 0.03% Add +0.3% 800 $242K
Pinion Investment Advisors, LLC 0.05% Add +2.7% 799 $242K
DHJJ Financial Advisors, Ltd. 0.07% Reduce -2.9% 797 $242K
Pekin Hardy Strauss, Inc. 0.02% No change 797 $242K
Cassady Wealth & Retirement Planning, LLC 0.11% No change 796 $241K
Trustco Bank Corp. N Y 0.18% No change 796 $241K
Bennett Selby Investments LP 0.08% Add +0.3% 794 $241K
Sunpointe, LLC 0.07% New 793 $240K
RKL Wealth Management LLC 0.02% New 787 $239K
Pitti Group Wealth Management, LLC 0.17% Reduce -0.1% 786 $238K
Monograph Wealth Advisors, LLC 0.02% No change 786 $238K
Omega Financial Group, LLC 0.07% Add +0.3% 785 $238K
TKG Advisors, LLC 0.08% No change 785 $238K
MOR Wealth Management, LLC 0.09% No change 784 $238K
Versant Capital Management, Inc 0.02% No change 783 $237K
Norden Group LLC 0.02% Reduce -6.0% 783 $237K
Richard W. Paul & Associates, LLC 0.07% Reduce -11.3% 781 $237K
Colton Groome Financial Advisors, LLC 0.06% New 781 $237K
Redwood Financial Network Corp 0.13% Reduce -29.8% 781 $237K
Cornell Pochily Investment Advisors, Inc. 0.06% Reduce -23.2% 778 $236K
Richard P Slaughter Associates Inc 0.05% No change 777 $236K
Clark Capital Management Group, Inc. 0.00% Reduce -14.4% 775 $235K
PUREfi Wealth, LLC 0.13% No change 775 $235K
Heartland Bank & Trust Co 0.05% Reduce -1.0% 775 $235K
D L Carlson Investment Group Inc. 0.04% No change 774 $235K
Genesis Private Wealth, LLC 0.07% New 773 $234K
Frederick Financial Consultants, LLC 0.10% Reduce -3.7% 772 $234K
Quartz Partners, LLC 0.08% No change 769 $233K
RHS Financial, LLC 0.09% New 767 $232K
Dearborn Partners LLC 0.01% No change 766 $232K
Forbes J M & Co. LLP 0.02% No change 765 $232K
Alliance Private Wealth, LLC 0.08% Reduce -0.9% 764 $232K
Community Bank of Raymore 0.14% New 763 $231K
Retirement Income Solutions, Inc. 0.04% No change 880 $230K
TD Waterhouse Canada Inc. 0.00% Add +15.9% 764 $230K
Empirical Asset Management, LLC 0.05% Reduce -74.1% 759 $230K
Sterling Financial Planning, Inc. 0.06% New 757 $230K
Hengehold Capital Management LLC 0.02% New 754 $229K
Silicon Valley Capital Partners 0.02% Add +0.3% 752 $228K
Enclave Advisors LLC 0.03% Reduce -4.2% 752 $228K
Syntegra Private Wealth Group, LLC 0.02% New 751 $228K
ICW Investment Advisors LLC 0.08% New 751 $228K
Capital Investment Services of America, Inc. 0.02% New 750 $227K
Pine Harbor Wealth Management, LLC 0.06% New 750 $227K
Regimen Wealth, LLC 0.06% New 749 $227K
Mosaic Financial Group, LLC 0.14% New 747 $226K
Nixon Peabody Trust Co. 0.02% New 745 $226K
Moody LYNN Lieberson & Walker, LLC 0.01% New 745 $226K
Breakwater Investment Management 0.08% Reduce -1.9% 744 $226K
Mason Investment Advisory Services, Inc. 0.01% New 743 $225K
Sovereign Investment Advisors, LLC 0.04% New 742 $225K
Legacy Financial Group, Inc. 0.05% Reduce -3.1% 742 $225K
Next Capital Management LLC 0.06% New 738 $224K
AF Advisors, Inc. 0.11% New 737 $223K
Schmidt P J Investment Management Inc. 0.03% New 736 $223K
Foster & Motley Inc. 0.01% New 734 $223K
Strathmore Capital Advisors, Inc. 0.06% No change 751 $223K
Matauro, LLC 0.03% New 734 $223K
Crux Wealth Advisors 0.08% New 734 $222K
Donaldson Capital Management, LLC 0.01% New 732 $222K
Serenity Investment Advisors 0.09% No change 731 $221K
OLIO Financial Planning 0.05% New 728 $221K
Strive Financial Group ,LLC 0.10% Add +97.8% 726 $220K
Ingalls & Snyder LLC 0.01% Reduce -11.0% 726 $220K
Wall Capital Group, Inc. 0.18% New 723 $219K
F/m Investments LLC 0.01% Reduce -20.6% 723 $219K
Plan A Wealth LLC 0.09% New 722 $219K
Sigma Investment Counselors Inc. 0.01% New 719 $218K
RPS Advisory Solutions LLC 0.14% New 718 $218K
Broyhill Asset Management, LLC 0.19% New 718 $218K
Veracity Capital LLC 0.06% New 716 $217K
Foster Victor Wealth Advisors, LLC 0.01% Reduce -37.3% 730 $217K
WLTH Capital Management, LLC 0.14% Reduce -19.8% 710 $215K
Tsfg, LLC 0.03% Add +7.0% 708 $215K
Harbour Capital Advisors, LLC 0.04% No change 721 $215K
Everpar Advisors LLC 0.06% Reduce -43.8% 706 $214K
Reliant Investment Partners, LLC 0.14% New 701 $212K
TIAA Wealth Investment Management LLC 0.00% Add +32.1% 704 $212K
Verity Asset Management, Inc. 0.08% New 699 $212K
Quantum Financial Planning Services, Inc. 0.07% New 698 $212K
HFG Advisors, Inc. 0.13% New 698 $212K
Delta Investment Management, LLC 0.03% New 697 $211K
Blankinship & Foster, LLC 0.04% New 697 $211K
Trexquant Investment LP 0.00% New 697 $211K
Ballentine Capital Advisors, Inc 0.08% New 696 $211K
Chicago Capital, LLC 0.01% New 693 $210K
Clearwave Capital, LLC 0.12% New 692 $210K
Alamar Capital Management, LLC 0.11% New 692 $210K
Austin Wealth Management, LLC 0.04% New 704 $209K
Xena Financial Planning, LLC 0.20% New 685 $208K
Frisch Financial Group, Inc. 0.04% Reduce -23.8% 684 $207K
Raleigh Capital Management Inc. 0.07% Reduce -4.3% 684 $207K
Red Mountain Financial, LLC 0.17% New 683 $207K
Fca Corp. 0.05% New 683 $207K
First City Capital Management, Inc. 0.10% New 681 $206K
Clarus Group, Inc. 0.07% New 678 $206K
Ledgewood Wealth Advisors, LLC 0.11% New 675 $205K
CMH Wealth Management LLC 0.03% New 675 $205K
Caldwell Sutter Capital, Inc. 0.08% Reduce -17.1% 674 $204K
New Perspectives, Inc 0.06% New 674 $204K
Citrine Capital LLC 0.08% New 673 $204K
Wilkins Miller Wealth Management, LLC 0.11% New 671 $203K
Financial Plan, Inc. 0.02% New 669 $203K
WealthCollab, LLC 0.07% No change 668 $202K
Peak Financial Management, Inc. 0.05% New 668 $202K
Colonial River Investments, LLC 0.06% New 667 $202K
Waterway Wealth Management, LLC 0.04% Reduce -22.9% 666 $202K
Carrera Capital Advisors 0.03% New 666 $202K
Parthenon LLC 0.02% New 665 $202K
Perkins Coie Trust Co 0.03% No change 665 $202K
Northstar Advisory Group, LLC 0.06% New 665 $201K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.04% New 663 $201K
One Wealth Advisors, LLC 0.02% New 660 $200K
Pacific Center for Financial Services 0.04% Add +4.6% 658 $199K
Vermillion Wealth Management, Inc. 0.05% Add +0.1% 649 $197K
Allspring Global Investments Holdings, LLC 0.00% Add +105.7% 654 $196K
StrongBox Wealth, LLC 0.05% New 635 $192K
Ares Financial Consulting, LLC 0.14% No change 630 $191K
Synergy Investment Management, LLC 0.05% Reduce -7.8% 625 $189K
Nemes Rush Group LLC 0.02% Add +16.8% 620 $188K
Avalon Trust Co 0.01% Reduce -39.6% 610 $185K
Coston, McIsaac & Partners 0.04% No change 591 $179K
Basecamp Wealth Advisors LLC 0.03% Reduce -27.2% 563 $171K
Institute for Wealth Management, LLC. 0.01% Reduce -26.6% 562 $170K
Evolution Wealth Management Inc. 0.10% Add +3.0% 559 $169K
Ulland Investment Advisors, LLC 0.12% No change 555 $168K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 550 $167K
Delos Wealth Advisors, LLC 0.09% No change 549 $166K
SYM FINANCIAL Corp 0.01% Add +0.2% 548 $166K
London Co. of Virginia 0.00% Reduce -19.0% 537 $163K
Turtle Creek Wealth Advisors, LLC 0.01% No change 532 $161K
GFS Advisors, LLC 0.02% No change 21,325 $160K
Orion Capital Management LLC 0.05% Reduce -0.6% 516 $157K
Go Invest LLC 0.04% Add +1.0% 502 $152K
Morling Financial Advisors, LLC 0.04% Add +3.1% 500 $152K
one8zero8, LLC 0.03% Reduce -21.9% 500 $152K
1 North Wealth Services LLC 0.05% Reduce -16.7% 485 $147K
Lavaca Capital LLC 0.02% New 482 $146K
Smallwood Wealth Investment Management, LLC 0.06% No change 465 $141K
Sittner & Nelson, LLC 0.04% Add +4.0% 464 $141K
Townsend Asset Management Corp. /NC/ 0.04% Reduce -8.4% 460 $139K
Hilltop National Bank 0.03% Add +123.0% 455 $138K
NFSG Corp 0.02% Add +12.5% 450 $137K
SWAN Capital LLC 0.05% New 448 $136K
MidFirst Bank 0.01% No change 439 $133K
Seneschal Advisors, LLC 0.09% No change 436 $132K
Conquis Financial LLC 0.11% No change 434 $132K
Gables Capital Management Inc. 0.05% Add +0.9% 428 $130K
Park Place Capital Corp 0.02% Add +5225.0% 426 $129K
Gladwyn Financial Advisors, Inc. 0.08% Reduce -26.1% 411 $124K
Bollard Group LLC 0.00% Add +0.3% 408 $124K
Founders Capital Management 0.05% No change 409 $124K
Steigerwald, Gordon & Koch Inc. 0.01% No change 407 $124K
KERR FINANCIAL PLANNING Corp 0.14% Reduce -1.3% 444 $122K
Paladin Advisory Group, LLC 0.08% Reduce -4.8% 401 $122K
Woodard & Co. Asset Management Group Inc. 0.02% No change 400 $121K
Mogy Joel R Investment Counsel Inc. 0.01% No change 400 $121K
Blueline Advisors LLC 0.08% Add +30.0% 399 $121K
Crews Bank & Trust 0.02% Add +7.9% 398 $121K
Winch Advisory Services, LLC 0.02% Add +208.7% 392 $119K
Reyes Financial Architecture, Inc. 0.06% Reduce -54.7% 380 $115K
Loomis Sayles & Co. L P 0.00% Add +971.4% 375 $114K
Heritage Wealth Advisors 0.00% No change 373 $113K
1015 Capital Partners, LLC 0.09% No change 373 $113K
Heartland Advisors Inc. 0.01% No change 371 $112K
Cornerstone Financial Management LLC 0.09% No change 367 $111K
Retirement Wealth Solutions LLC 0.06% No change 363 $110K
Tucker Asset Management LLC 0.03% Add +1.4% 361 $109K
Albion Financial Group 0.01% No change 360 $109K
Gilpin Wealth Management, LLC 0.08% No change 358 $109K
GS Investments, Inc. 0.08% No change 357 $108K
Trifecta Capital Advisors, LLC 0.01% No change 355 $108K
Trust Co 0.01% Add +8.4% 349 $106K
Bfsg, LLC 0.01% Add +76.3% 349 $106K
Sankala Group LLC 0.07% Reduce -8.0% 347 $106K
Ironwood Wealth Management, LLC. 0.02% Reduce -5.8% 342 $104K
Atlantic Private Wealth, LLC 0.06% No change 334 $101K
Compass Financial Management LLC 0.01% — 332 $101K
Financial Perspectives, Inc 0.02% Add +8.6% 329 $100K
Granite FO LLC 0.05% No change 328 $99K
Kings Path Partners LLC 0.03% No change 323 $98K
Burkett Financial Services, LLC 0.03% Reduce -9.1% 311 $95K
Broadwater Capital Management LLC 0.07% No change 308 $93K
Birchbrook, Inc. 0.04% Reduce -0.7% 306 $93K
Mark Sheptoff Financial Planning, LLC 0.05% No change 300 $91K
Realta Investment Advisors 0.03% Reduce -23.3% 297 $90K
Barnes Dennig Private Wealth Management LLC 0.07% No change 291 $88K
Alerus Financial NA 0.00% No change 291 $88K
PlanVest Financial, Inc 0.06% Add +17.5% 289 $88K
Benson Wealth Management INC 0.09% No change 281 $85K
Sawyer & Company, Inc 0.03% Add +0.4% 281 $85K
Murphy & Mullick Capital Management Corp 0.05% No change 274 $83K
Quent Capital, LLC 0.01% Reduce -0.4% 271 $82K
Robinswood Financial LLC 0.02% No change 267 $81K
Wells Financial Advisors INC 0.75% Reduce -85.5% 266 $81K
Ogorek Anthony Joseph /NY/ 0.02% No change 266 $80K
Godfrey Financial Associates, Inc. 0.06% Add +3.1% 262 $79K
Bayban 0.06% No change 260 $79K
Protective Life Corp. 0.56% Reduce -47.6% 258 $78K
Game Plan Financial Advisors, LLC 0.03% Add +966.7% 256 $78K
HighMark Wealth Management LLC 0.02% Add +0.4% 245 $74K
Allianz SE 0.00% No change 245 $74K
Schroder Investment Management Group 0.00% No change 244 $74K
Tidemark, LLC 0.02% Add +279.7% 243 $74K
SIMA Wealth Partners, LLC 0.05% No change 241 $73K
CNB Bank 0.03% No change 240 $73K
SRH Advisors, LLC 0.02% No change 240 $73K
Hilton Head Capital Partners, LLC 0.04% No change 238 $72K
Hanson & Doremus Investment Management 0.01% No change 238 $72K
Burk Holdings LLC 0.03% Reduce -17.5% 236 $72K
Keystone Financial Group, Inc. 0.04% No change 236 $72K
Key Capital Management, INC 0.04% Reduce -7.7% 229 $69K
American Capital Advisory, LLC 0.02% Reduce -19.9% 222 $67K
4Thought Financial Group Inc. 0.03% Reduce -94.8% 221 $67K
Basepoint Wealth LLC 0.04% New 220 $67K
Horizon Kinetics Asset Management LLC 0.00% No change 219 $66K
Portfolio Resources Advisor Group, Inc. 0.06% New 218 $66K
Private Wealth Management Group, LLC 0.02% Reduce -10.7% 217 $66K
Acima Private Wealth, LLC 0.02% No change 217 $66K
Jackson, Grant Investment Advisers, Inc. 0.02% Add +0.5% 216 $65K
Vestor Capital, LLC 0.00% Add +96.4% 1,646 $65K
Signature Equity Partners, LLC 0.03% Add +3.9% 213 $64K
CVA Family Office, LLC 0.01% Reduce -66.7% 212 $64K
Towne Trust Company, N.A 0.02% New 210 $64K
Centennial Bank 0.02% Reduce -32.8% 205 $62K
LifeSteps Financial, Inc. 0.03% New 203 $62K
ESL Trust Services, LLC 0.01% No change 201 $61K
Atwood & Palmer Inc. 0.00% No change 197 $60K
Comprehensive Financial Planning, Inc. 0.03% Reduce -13.8% 194 $59K
Marshall Investment Management, LLC 0.02% Reduce -38.5% 190 $58K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 189 $57K
Hoese & Co LLP 0.04% No change 188 $57K
Pioneer Family Office, LLC 0.03% Reduce -18.5% 181 $55K
Toth Financial Advisory Corp. 0.01% No change 180 $55K
Vision Retirement, LLC 0.01% Add +0.6% 174 $53K
Cambient Family Office, LLC 0.01% Add +131.0% 164 $50K
Byrne Asset Management LLC 0.03% Add +1.9% 163 $49K
Wealth Enhancement Trust Services, Inc. 0.01% Add +198.2% 161 $49K
Pin Oak Investment Advisors Inc. 0.03% No change 160 $48K
Tower View Wealth Management LLC 0.02% No change 157 $48K
Concord Wealth Partners 0.01% New 150 $46K
Creative Capital Management Investments LLC 0.01% No change 150 $45K
Canton Hathaway, LLC 0.01% No change 150 $45K
Family Manage LLC 0.00% No change 150 $45K
Centerpoint Advisors, LLC 0.01% New 148 $45K
Kozak & Associates, Inc. 0.01% Reduce -3.3% 145 $44K
Bellevue Asset Management, LLC 0.02% No change 144 $44K
Hurley Capital, LLC 0.02% No change 143 $43K
Princeton Global Asset Management LLC 0.01% Reduce -82.3% 141 $43K
Greykasell Wealth Strategies, Inc. 0.02% Reduce -3.4% 141 $43K
Integrity Financial Corp 0.02% Add +3.8% 136 $41K
Addison Advisors LLC 0.02% No change 133 $40K
Colonial Trust Advisors 0.00% Add +26.2% 130 $39K
Syntax Research, Inc. 0.03% No change 129 $39K
Roxbury Financial LLC 0.03% No change 125 $38K
WPG Advisers, LLC 0.02% No change 122 $37K
Signature Resources Capital Management, LLC 0.01% No change 119 $36K
GGM Financial LLC 0.01% No change 117 $35K
Motco 0.00% Reduce -27.9% 116 $35K
NorthAvenue LLC 0.02% No change 113 $34K
YANKCOM Partnership 0.01% Reduce -26.3% 112 $34K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.02% No change 110 $33K
Your Advocates Ltd., LLP 0.01% No change 109 $33K
Bernard Wealth Management Corp. 0.01% Add +86.2% 108 $33K
Aventura Private Wealth, LLC 0.01% No change 107 $32K
Activest Wealth Management 0.01% Add +303.9% 105 $32K
Financial Gravity Companies, Inc. 0.01% — 103 $31K
Chesapeake Asset Management LLC 0.02% No change 102 $31K
Midwest Capital Advisors, LLC 0.01% No change 101 $31K
LFA - Lugano Financial Advisors SA 0.02% New 100 $30K
Peachtree Investment Partners, LLC 0.01% Add +2.1% 99 $30K
Costello Asset Management, INC 0.01% No change 96 $29K
Navigoe, LLC 0.02% No change 97 $29K
Anchor Bay Capital, Inc. 0.02% — 91 $28K
Pinney & Scofield, Inc. 0.01% No change 91 $28K
Global Trust Asset Management, LLC 0.01% Add +5.9% 90 $27K
Chapman Financial Group, LLC 0.02% No change 90 $27K
Arlington Trust Co LLC 0.00% Reduce -92.5% 90 $27K
Toews Corp. 0.00% New 83 $25K
Avion Wealth 0.00% No change 83 $25K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 82 $25K
Wellington-Altus USA Inc. 0.02% New 93 $24K
Spectrum Wealth Advisory Group, LLC 0.01% New 80 $24K
Richards, Merrill & Peterson, Inc. 0.01% Add +25.8% 78 $24K
MV Capital Management, Inc. 0.00% New 76 $23K
Pacifica Partners Inc. 0.01% No change 71 $21K
Kingdom Financial Group LLC. 0.01% Reduce -38.6% 70 $21K
Markowski Investments 0.00% — 67 $20K
Measured Wealth Private Client Group, LLC 0.00% Reduce -62.5% 66 $20K
Morris Financial Concepts, Inc. 0.01% No change 65 $20K
Tradewinds Capital Management, LLC 0.00% No change 65 $20K
Walsh & Associates, LLC 0.02% Reduce -23.8% 64 $20K
Pursuit Wealth Strategies, LLC 0.03% Add +1.6% 64 $19K
Ballast Advisors LLC 0.00% No change 64 $19K
Friedenthal Financial 0.01% No change 63 $19K
Peterson Wealth Management 0.01% New 61 $19K
Cornerstone Planning Group LLC 0.00% Reduce -39.6% 61 $18K
Dorato Capital Management 0.01% No change 58 $17K
Central Pacific Bank - Trust Division 0.00% No change 57 $17K
Davis Capital Management 0.01% Add +32.5% 53 $16K
EPG Wealth Management LLC 0.00% No change 53 $16K
10Elms LLP 0.01% New 52 $16K
PFS Partners, LLC 0.01% No change 44 $13K
Vima LLC 0.01% — 44 $13K
Thompson Investment Management, Inc. 0.00% Reduce -39.4% 43 $13K
Harborfront Financial Group LLC 0.05% — 42 $13K
Wilkerson Advisory Group LLC 0.00% No change 42 $13K
Van Eck Associates Corp. 0.00% Add +20.0% 42 $13K
Ascentis Wealth Management, LLC 0.00% Reduce -66.1% 41 $12K
Provenance Wealth Advisors, LLC 0.00% No change 38 $12K
Kentucky Trust Co 0.01% No change 36 $11K
Fairman Group, LLC 0.01% No change 34 $10K
Wolff Wiese Magana LLC 0.00% No change 32 $10K
MTM Investment Management, LLC 0.00% No change 32 $10K
True Wealth Design, LLC 0.00% Reduce -96.4% 32 $10K
Rakuten Securities, Inc. 0.00% Reduce -90.4% 32 $10K
Union Savings Bank 0.00% No change 32 $10K
Zeit Capital LLC 0.01% No change 31 $9K
West Branch Capital LLC 0.00% No change 26 $8K
Midway Capital Research & Management 0.01% No change 25 $8K
Financial Life Planners 0.00% No change 24 $7K
Arvest Investments, Inc. 0.00% No change 22 $7K
Westfuller Advisors, LLC 0.00% Reduce -54.5% 20 $6K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 20 $6K
McGuire Capital Advisors Inc. 0.00% Add +400.0% 20 $6K
Sofi Wealth, LLC 0.00% Reduce -20.0% 20 $6K
Mechanics Financial Corp 0.00% New 15 $5K
Providence Capital Advisors, LLC 0.00% No change 14 $4K
Hoey Investments, Inc. 0.00% No change 13 $4K
Cedar Mountain Advisors, LLC 0.00% Add +140.0% 12 $4K
Hamilton Point Investment Advisors, LLC 0.00% No change 12 $4K
Financial Network Wealth Advisors LLC 0.00% No change 12 $4K
Copia Wealth Management 0.00% No change 10 $3K
Kilter Group LLC 0.00% Reduce -11.1% 8 $2K
High Point Wealth Management, LLC 0.00% New 6 $2K
Mosley Wealth Management 0.00% New 6 $2K
Rosenberg Matthew Hamilton 0.00% No change 6 $2K
Ankerstar Wealth, LLC 0.00% Reduce -44.4% 5 $2K
Frankly Finances, LLC 0.00% New 5 $2K
Van Den Berg Management I, Inc. 0.00% No change 5 $2K
Blume Capital Management, Inc. 0.00% New 3 $910
Eukles Asset Management 0.00% No change 3 $909
Morse Asset Management, Inc 0.00% No change 3 $909
BNP Paribas Financial Markets 0.00% No change 3 $909
GoalVest Advisory LLC 0.00% No change 2 $606
Vision Financial Markets LLC 0.00% No change 2 $308
Networth Advisors, LLC 0.00% No change 1 $304
Imprint Wealth LLC 0.00% No change 1 $303
Darwin Wealth Management, LLC 0.00% No change 1 $303

"% 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.