Vngrd Mrngst SL-CP Val ETF-UVBRETF

13F holders, Q1 2024 (March 31)
1,376holders
6famous investors
$191.40avg. 13F price*

At the end of Q1 2024, 1,376 institutions reported holding Vngrd Mrngst SL-CP Val ETF-U (VBR) in their 13F filings. The largest holders were Bank of America Corp. ($3.0B), Betterment LLC ($817.7M) and Morgan Stanley ($799.1M). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Vngrd Mrngst SL-CP Val ETF-U
Filed as
VANGUARD INDEX FDS (Q1 2024)
CUSIP
922908611
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions68$37.6M
Exits71$98.1M

Ownership 1,376 holders

Bank of America Corp. 0.30% Add +46.9% 15,767,490 $3.0B
Betterment LLC 2.19% Reduce -47.2% 4,261,605 $817.7M
Morgan Stanley 0.06% Reduce -2.8% 4,164,442 $799.1M
Assetmark, Inc. 2.21% Add +6.5% 3,534,864 $678.3M
Jones Financial Companies LLLP 0.79% Reduce -6.7% 3,036,974 $582.7M
Envestnet Asset Management Inc. 0.16% Reduce -15.7% 2,173,390 $417.0M
Wells Fargo & Company 0.08% Add +2.4% 1,570,561 $301.4M
UBS Group AG 0.10% Add +2.7% 1,527,881 $293.2M
Goldman Sachs Group Inc. 0.06% Reduce -26.5% 1,479,027 $283.8M
Mather Group, Llc. 4.08% Reduce -0.2% 1,437,525 $258.7M
Sei Investments Co. 0.36% Add +4.9% 1,266,835 $243.1M
LPL Financial LLC 0.12% Add +2.9% 1,133,135 $217.4M
PNC Financial Services Group, Inc. 0.14% Add +0.7% 1,031,246 $197.9M
Choreo, LLC 4.36% Reduce -6.1% 885,528 $169.9M
Aspiriant, LLC 5.98% Add +0.3% 753,095 $144.5M
HighTower Advisors, LLC 0.23% Reduce -2.7% 748,331 $143.6M
Ameriprise Financial Inc. 0.04% Reduce -4.5% 726,504 $139.5M
Osaic Holdings, Inc. 0.31% Reduce -22.7% 723,260 $138.9M
Allworth Financial LP 0.93% Add +0.8% 685,765 $131.6M
Tiaa Trust, National Association 0.40% Add +4.3% 679,484 $130.4M
Commonwealth Equity Services, LLC 0.20% Add +2.9% 617,250 $118.4M
Cetera Investment Advisers 0.27% Add +324.7% 602,463 $115.6M
Efficient Advisors, LLC 7.36% Reduce -0.8% 597,685 $114.7M
Mill Creek Capital Advisors, LLC 2.88% Add +13.3% 553,377 $106.2M
JPMorgan Chase & Co. 0.01% Reduce -2.7% 538,995 $103.4M
Bank of Montreal 0.03% Add +3.5% 523,741 $100.6M
Royal Bank of Canada 0.02% Reduce -8.4% 485,467 $93.2M
Raymond James Financial Services Advisors, Inc. 0.14% Add +0.3% 474,644 $91.1M
United Capital Financial Advisors, LLC 0.70% Reduce -4.6% 439,969 $84.4M
SageView Advisory Group, LLC 4.16% Add +10480.3% 470,292 $82.4M
Savant Capital, LLC 0.94% Reduce -1.8% 428,430 $82.2M
Rockefeller Capital Management L.P. 0.23% Reduce -1.2% 407,382 $78.2M
Foster Group, Inc. 3.77% Reduce -2.9% 395,621 $75.9M
Retirement Systems of Alabama 0.28% No change 382,480 $73.4M
Comprehensive Financial Management LLC 2.34% Reduce -0.1% 376,876 $72.3M
Mariner, LLC 0.15% Add +1.4% 373,287 $71.6M
Stephens Group Asset Management, LLC 6.53% Reduce -0.0% 372,658 $71.5M
Raymond James & Associates 0.05% Reduce -11.3% 370,575 $71.1M
Rwa Wealth Partners, LLC 0.95% Add +2.1% 367,971 $70.6M
PDS Planning, Inc 7.31% Add +1.8% 362,364 $69.5M
Moneta Group Investment Advisors LLC 1.07% Add +35.6% 343,458 $65.9M
Exencial Wealth Advisors, LLC 2.39% Reduce -2.6% 332,480 $63.8M
Northwestern Mutual Wealth Management Co. 0.06% Reduce -3.0% 327,987 $62.9M
Charles Schwab Investment Management Inc. 0.01% Reduce -4.7% 324,631 $62.3M
Wealth Enhancement Advisory Services, LLC 0.16% Add +0.9% 319,367 $61.3M
Stifel Financial Corp. 0.07% Add +4.6% 312,594 $60.0M
1832 Asset Management L.P. 0.11% Reduce -2.5% 312,028 $59.9M
Rodgers & Associates, LTD 7.28% Reduce -0.2% 295,571 $56.7M
Modera Wealth Management, LLC 0.86% Add +4.8% 293,469 $56.3M
Verus Financial Partners, Inc. 6.59% Add +0.8% 293,449 $56.3M
JMG Financial Group, Ltd. 2.09% Reduce -0.5% 285,746 $54.8M
Mason Investment Advisory Services, Inc. 3.74% Add +0.2% 281,631 $54.0M
Symmetry Partners, LLC 4.13% Reduce -44.4% 275,266 $52.8M
Mokosak Advisory Group, LLC 17.27% Add +3.4% 272,633 $52.3M
Park Avenue Securities LLC 0.65% Add +3.9% 263,550 $50.6M
Bragg Financial Advisors, Inc 2.24% Add +2.1% 260,267 $49.9M
Lincoln National Corp. 0.77% Reduce -1.7% 256,007 $49.1M
MML Investors Services, LLC 0.20% Reduce -3.6% 253,032 $48.6M
Cresset Asset Management, LLC 0.23% Add +2.2% 248,423 $47.7M
Center for Financial Planning, Inc. 7.00% Add +2.9% 243,933 $46.8M
Creative Planning 0.05% Add +0.1% 242,632 $46.6M
Equitable Holdings, Inc. 0.52% Add +3.0% 242,618 $46.6M
Zhang Financial LLC 3.43% Reduce -1.6% 241,496 $46.3M
Focus Partners Wealth 0.36% Reduce -2.7% 234,010 $44.9M
Bailard, Inc. 1.24% Add +2.3% 233,416 $44.8M
Cerity Partners LLC 0.12% Reduce -0.2% 231,816 $44.4M
Thompson Siegel & Walmsley LLC 0.68% Add +2.5% 230,983 $44.3M
Merriman Wealth Management, LLC 1.87% Reduce -4.9% 219,021 $42.0M
Buckingham Strategic Wealth, LLC 0.43% Reduce -0.1% 213,604 $41.0M
Inspirion Wealth Advisors, LLC 6.77% Add +2.3% 213,562 $41.0M
Truist Financial Corp. 0.06% Reduce -2.6% 212,142 $40.7M
Atria Investments, Inc 0.55% Add +1.4% 206,981 $39.7M
Captrust Financial Advisors 0.14% Reduce -60.0% 201,362 $38.6M
Abacus Planning Group, Inc. 7.53% Add +3.0% 200,772 $38.5M
Stephens Inc. 0.59% Add +1.5% 198,445 $38.1M
Cambridge Investment Research Advisors, Inc. 0.14% Reduce -15.6% 195,757 $37.6M
Summit Financial, LLC 2.18% Reduce -1.1% 191,517 $36.7M
Gallagher Fiduciary Advisors, LLC 1.28% Reduce -1.4% 188,093 $36.1M
Shepherd Financial Partners LLC 4.72% Add +10.3% 188,077 $36.1M
Waldron Private Wealth LLC 1.60% Reduce -7.9% 185,177 $35.5M
Henshaw Capital LLC 1.59% No change 177,150 $34.0M
25 LLC 16.44% Reduce -1.2% 175,086 $33.6M
Corient Private Wealth LP 0.06% Reduce -0.8% 169,117 $32.5M
Strategies Wealth Advisors, LLC 4.75% Add +7.7% 160,802 $30.9M
FMR LLC 0.00% Add +46.2% 159,775 $30.7M
NewEdge Advisors, LLC 0.24% Add +2.0% 146,202 $28.1M
Coastline Trust Co 3.28% Reduce -3.1% 141,659 $27.2M
Asset Management Group, Inc. 4.04% Add +0.5% 138,729 $26.6M
Baird Financial Group, Inc. 0.06% Add +2.5% 138,715 $26.6M
US Bancorp \de 0.04% Reduce -5.3% 137,675 $26.4M
Comerica Bank 0.11% Reduce -1.4% 136,987 $26.3M
Marotta Asset Management 5.38% Add +1.1% 135,576 $26.0M
BHK Investment Advisors, LLC 9.88% Add +32.3% 134,032 $25.7M
Wealth Architects, LLC 3.37% Reduce -1.2% 133,229 $25.6M
Northwest Quadrant Wealth Management, LLC 6.06% Add +1.0% 128,977 $24.7M
Mercer Global Advisors Inc. 0.07% Reduce -30.2% 111,902 $22.9M
Brickley Wealth Management 5.16% Add +0.5% 117,294 $22.5M
Private Advisor Group, LLC 0.16% Add +11.1% 116,854 $22.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.70% Reduce -1.2% 116,827 $22.4M
Pasadena Private Wealth, LLC 5.15% Add +0.9% 116,610 $22.4M
Prudential Financial Inc. 0.03% Reduce -15.2% 115,892 $22.2M
Sepio Capital, LP 1.90% Add +3.3% 115,344 $22.1M
Fifth Third Bancorp 0.09% Reduce -9.6% 114,605 $22.0M
University of Maryland Foundation, Inc. 20.94% No change 113,570 $21.8M
McAdam, LLC 1.35% Add +11.8% 109,699 $21.0M
Avior Wealth Management, LLC 0.96% Add +47.0% 107,671 $20.7M
ARS Wealth Advisors Group, LLC 2.76% Add +9.8% 106,430 $20.4M
Beacon Pointe Advisors, LLC 0.23% Reduce -3.6% 106,319 $20.4M
Kestra Advisory Services, LLC 0.14% Add +6.2% 105,849 $20.3M
Studio Investment Management LLC 4.80% Reduce -12.1% 105,493 $20.2M
Opal Wealth Advisors, LLC 6.76% Add +5.9% 103,907 $19.9M
Wealthspire Advisors, LLC 0.26% Reduce -0.4% 102,677 $19.7M
Safeguard Financial, LLC 5.97% Add +14.2% 95,555 $18.3M
Total Wealth Planning, LLC 3.13% Reduce -1.3% 94,939 $18.2M
Empowered Funds, LLC 0.33% Add +4441.8% 94,696 $18.2M
Avion Wealth 4.79% Reduce -1.0% 92,902 $17.8M
Partners in Financial Planning 3.90% Add +0.4% 91,406 $17.5M
Janney Montgomery Scott LLC 0.05% Add +4.1% 90,406 $17.3M
Glenmede Trust Co. NA 0.09% Add +1.6% 90,316 $17.3M
Apella Capital, LLC 0.85% Reduce -9.8% 89,518 $16.9M
BBJS Financial Advisors, LLC 5.92% Add +11.1% 86,556 $16.6M
Shakespeare Wealth Management, LLC 4.81% Add +0.8% 86,522 $16.6M
Brooklyn FI, LLC 6.79% Add +17.0% 86,001 $16.5M
Retirement Financial Solutions, LLC 8.37% Add +9.9% 84,877 $16.3M
TrueWealth Financial Partners 11.18% Add +1.8% 83,071 $15.9M
Plante Moran Financial Advisors, LLC 1.71% Reduce -10.7% 83,011 $15.9M
Thrivent Financial for Lutherans 0.03% Reduce -6.2% 81,184 $15.6M
Natixis Advisors, LLC 0.04% Reduce -16.6% 80,389 $15.4M
Ancora Advisors LLC 0.35% Add +4.2% 79,802 $15.3M
Grey Fox Wealth Advisors, LLC 5.71% Add +11.7% 79,178 $15.2M
New England Capital Financial Advisors LLC 8.48% Reduce -0.1% 78,373 $15.0M
LMG Wealth Partners, LLC 3.74% Reduce -13.8% 77,292 $14.8M
LMCG Investments, LLC 0.87% Reduce -35.3% 77,114 $14.8M
Baldwin Wealth Partners LLC 1.11% Reduce -2.4% 76,915 $14.8M
Bartlett & Co. Wealth Management LLC 0.23% Reduce -0.3% 76,885 $14.8M
Arden Trust Co 2.05% Add +0.2% 76,439 $14.7M
Kohmann Bosshard Financial Services, LLC 2.02% Reduce -8.1% 75,510 $14.5M
Aaron Wealth Advisors LLC 2.07% Add +1.5% 75,324 $14.5M
Atria Wealth Solutions, Inc. 0.16% Reduce -4.4% 74,902 $14.4M
Benjamin F. Edwards & Company, Inc. 0.26% Reduce -2.6% 74,747 $14.3M
Phillips Financial Management, LLC 1.17% Reduce -4.2% 74,707 $14.3M
Quest Investment Management LLC 1.59% No change 74,298 $14.3M
Johnson Investment Counsel Inc. 0.15% Add +3.9% 74,288 $14.3M
Arvest Investments, Inc. 2.25% Reduce -4.3% 73,820 $14.2M
Family CFO Inc 8.65% Reduce -0.2% 72,800 $14.0M
Focus Partners Advisor Solutions, LLC 0.40% Reduce -9.8% 72,702 $14.0M
Jacobsen Capital Management 6.36% Reduce -33.1% 71,417 $13.7M
Prosperity Planning, Inc. 6.64% Add +5.4% 71,379 $13.7M
Financial Planning & Information Services, Inc. 2.03% Reduce -2.6% 70,425 $13.5M
D.A. Davidson & Co. 0.12% Add +17.4% 69,568 $13.3M
Capital Advantage, Inc. 2.71% Add +2.4% 70,788 $13.3M
Checchi Capital Advisers, LLC 1.04% Reduce -32.6% 69,398 $13.3M
State of Wisconsin - Board of Commissioners of Public Lands 3.15% No change 68,960 $13.2M
Private Portfolio Partners LLC 2.75% Add +4.1% 68,774 $13.2M
Pathstone Holdings, LLC 0.06% Reduce -32.8% 68,640 $13.2M
Peapack Gladstone Financial Corp. 0.20% Reduce -0.1% 68,341 $13.1M
Robinswood Financial LLC 5.57% Reduce -5.3% 68,602 $13.0M
Financial Synergies Wealth Advisors, Inc. 1.69% Reduce -43.5% 67,303 $12.9M
Texas Yale Capital Corp. 0.57% Add +0.0% 67,244 $12.9M
Steward Partners Investment Advisory, LLC 0.14% Add +21.4% 67,127 $12.9M
Capital Wealth Management, LLC 6.12% Reduce -1.0% 66,650 $12.8M
Bank of New York Mellon Corp 0.00% Reduce -1.1% 66,426 $12.7M
Garde Capital, Inc. 0.88% Reduce -3.5% 65,630 $12.6M
Wharton Business Group, LLC 0.60% Add +0.1% 65,471 $12.6M
Ellevest, Inc. 0.78% Add +0.6% 65,414 $12.6M
Silver Coast Investments LLC 5.06% Reduce -12.1% 64,577 $12.4M
Avantax Advisory Services, Inc. 0.11% Reduce -4.0% 64,528 $12.4M
Tradition Wealth Management, LLC 1.25% Add +0.3% 64,330 $12.3M
Hillman Co. 5.65% Add +135.2% 63,100 $12.1M
Whitaker-Myers Wealth Managers, LTD. 5.09% Add +16.9% 62,825 $12.1M
HTLF Bank 1.37% Reduce -1.7% 62,329 $12.0M
Bishop & Co Investment Management, LLC 4.82% Reduce -50.8% 60,688 $11.6M
Moser Wealth Advisors, LLC 6.47% Add +1.3% 60,530 $11.6M
CW Advisors, LLC 0.20% Reduce -0.8% 60,127 $11.5M
Cherry Tree Wealth Management, LLC 2.89% Add +2.3% 59,881 $11.5M
Strategic Investment Advisors / MI 1.46% Add +3.5% 59,269 $11.4M
Praetorian Wealth Management, Inc. 3.04% Add +1.6% 59,240 $11.4M
Cambria Investment Management, L.P. 0.68% Reduce -0.1% 58,831 $11.3M
Traveka Wealth, LLC 5.20% Add +12.7% 58,580 $11.2M
BancFirst Trust & Investment Management 5.37% No change 58,403 $11.2M
Presilium Private Wealth, LLC 2.95% Add +6.9% 57,956 $11.1M
Highland Capital Management, LLC 0.62% Reduce -3.1% 56,529 $10.8M
Goodwin Investment Advisory 5.08% Add +5.4% 56,188 $10.8M
Advisory Services Network, LLC 0.24% Add +5.8% 55,842 $10.7M
Facet Wealth, Inc. 0.36% Add +13.7% 57,456 $10.7M
Fee-Only Financial Planning, L.C. 7.23% Reduce -0.6% 55,822 $10.7M
Weinberger Asset Management, Inc 5.02% Add +2.2% 54,222 $10.4M
Capital Advisors Wealth Management, LLC 2.13% Add +4.7% 53,495 $10.3M
SWAN Capital LLC 5.79% Add +11.2% 53,067 $10.2M
Old National Bancorp 0.24% Reduce -3.4% 52,534 $10.1M
Whitegate Investment Counselors, Inc. 2.82% Add +2.3% 52,256 $10.0M
Cardiff Park Advisors, LLC 0.94% Add +0.1% 51,540 $9.9M
Baltimore-Washington Financial Advisors, Inc. 0.62% Add +3.0% 50,977 $9.8M
Relyea Zuckerberg Hanson LLC 1.71% Reduce -5.6% 50,760 $9.7M
Steele Capital Management, Inc. 0.55% Reduce -11.0% 50,047 $9.6M
HB Wealth Management, LLC 0.12% Reduce -0.5% 48,436 $9.3M
M&T Bank Corp 0.03% Reduce -6.8% 48,391 $9.3M
Clayton Financial Group LLC 4.17% Add +7.3% 47,758 $9.2M
Annapolis Financial Services, LLC 2.99% Reduce -1.8% 47,391 $9.1M
MassMutual Private Wealth & Trust, FSB 0.28% Reduce -36.5% 47,339 $9.1M
Merit Financial Group, LLC 0.22% Add +11.3% 49,221 $9.1M
Bradley Foster & Sargent Inc. 0.16% Reduce -3.3% 47,236 $9.1M
Cwm, LLC 0.04% Add +1.8% 46,944 $9.0M
Cornerstone Wealth Management, LLC 0.73% Add +1.5% 46,933 $9.0M
Relative Value Partners Group, LLC 0.57% Reduce -1.5% 51,254 $9.0M
Compass Ion Advisors, LLC 1.29% Add +3.0% 46,807 $9.0M
Jmac Enterprises LLC 1.67% Add +14.3% 46,666 $9.0M
Concurrent Investment Advisors, LLC 0.36% Reduce -1.2% 46,090 $8.8M
Prime Capital Investment Advisors, LLC 0.12% Reduce -15.7% 45,750 $8.8M
Iron Horse Wealth Management, LLC 3.46% Add +4.0% 45,530 $8.7M
Blair William & Co. 0.03% Reduce -21.3% 44,803 $8.6M
Family Wealth Partners, LLC 4.85% Reduce -7.3% 44,618 $8.6M
Etfidea, LLC 2.90% Add +1.1% 44,290 $8.5M
Collective Family Office LLC 2.76% Reduce -2.7% 44,262 $8.5M
Firestone Capital Management 2.36% Add +4.9% 44,165 $8.5M
Plum Street Advisors, LLC 4.28% Reduce -5.4% 42,054 $8.4M
Ifrah Financial Services, Inc. 2.35% Reduce -1.0% 43,658 $8.4M
Invst, LLC 0.97% Add +4.7% 42,866 $8.2M
One Degree Advisors Inc 4.02% Reduce -0.0% 42,111 $8.1M
Sage Financial Group Inc. 0.72% Reduce -1.1% 41,944 $8.0M
PrairieView Partners, LLC 0.91% Reduce -1.9% 41,522 $8.0M
Trust Point Inc. 0.62% Add +16.4% 41,313 $7.9M
Perigon Wealth Management, LLC 0.24% Reduce -1.1% 41,198 $7.9M
Performa Ltd (US), LLC 3.47% Add +3.4% 41,136 $7.9M
Fifth Third Securities, Inc. 0.76% Add +24.7% 40,922 $7.9M
Parallel Advisors, LLC 0.21% Add +1.7% 40,794 $7.8M
GeoWealth Management, LLC 0.30% New 40,705 $7.8M
Tacita Capital Inc 5.42% Add +5.1% 40,706 $7.8M
Sterling Wealth Management, Inc. 3.87% Add +0.1% 40,571 $7.8M
First Horizon Advisors, Inc. 0.24% Add +2.3% 40,562 $7.8M
Quent Capital, LLC 0.91% Reduce -1.2% 40,458 $7.8M
Fortis Capital Management LLC 2.02% Add +0.9% 40,111 $7.7M
Victory Financial Group, LLC 4.47% Add +21.4% 39,327 $7.5M
Spectrum Investment Advisors, Inc. 5.55% Add +2.6% 39,194 $7.5M
Hoylecohen, LLC 0.57% Reduce -2.1% 38,858 $7.5M
Agf Management Ltd. 0.04% Reduce -1.0% 38,435 $7.4M
Nicholas Hoffman & Company, LLC. 0.37% Add +1.9% 38,198 $7.3M
Atlas Capital Advisors Inc. 1.14% Add +32.6% 37,971 $7.3M
OLIO Financial Planning 3.05% Reduce -0.3% 39,904 $7.3M
Financial Counselors Inc. 0.12% Reduce -6.2% 37,750 $7.2M
Shufro Rose & Co. LLC 0.60% Add +14.3% 37,644 $7.2M
Cornerstone Management, Inc. 1.59% Add +0.5% 37,324 $7.2M
Courier Capital LLC 0.51% Add +0.4% 36,797 $7.1M
American Investment Services, Inc. 1.25% Reduce -0.8% 36,696 $7.0M
Spinnaker Trust 0.45% Reduce -0.4% 36,567 $7.0M
Brown Advisory Inc. 0.01% Reduce -5.4% 36,179 $6.9M
EP Wealth Advisors, LLC 0.08% Reduce -0.6% 36,162 $6.9M
Alliancebernstein L.P. 0.00% Reduce -4.9% 36,149 $6.9M
DAVENPORT & Co LLC 0.04% Add +4.5% 35,960 $6.9M
Joel Isaacson & Co., LLC 0.38% Add +7.8% 35,800 $6.9M
Silvia McColl Wealth Management, LLC 5.87% Reduce -3.9% 37,098 $6.8M
Farther Finance Advisors, LLC 0.42% Reduce -14.2% 35,954 $6.8M
Mission Creek Capital Partners, Inc. 1.78% Add +13.4% 35,611 $6.8M
Berkeley, Inc 4.14% Reduce -2.3% 35,606 $6.8M
Cornerstone Wealth Advisors, Inc. 2.10% Add +7.3% 35,588 $6.8M
Nabity-Jensen Investment Management Inc 5.53% Reduce -0.4% 35,012 $6.7M
Granby Capital Management, LLC 3.28% No change 35,000 $6.7M
Arbor Wealth Advisors LLC 6.30% Add +0.1% 34,771 $6.7M
RTD Financial Advisors, Inc. 0.89% Reduce -0.8% 34,532 $6.6M
Noble Family Wealth, LLC 1.87% Reduce -3.8% 34,311 $6.6M
AE Wealth Management LLC 0.07% Reduce -73.0% 34,103 $6.5M
First American Trust, FSB 0.69% Add +4.3% 34,072 $6.5M
Pinnacle Financial Partners Inc 0.14% Add +9.3% 33,958 $6.5M
Tortoise Investment Management, LLC 0.79% Add +3.3% 33,932 $6.5M
First Manhattan Co. Llc. 0.02% Reduce -4.0% 33,731 $6.5M
Ashton Thomas Private Wealth, LLC 0.37% Add +7.8% 33,383 $6.4M
Kestra Private Wealth Services, LLC 0.14% Add +5.5% 33,367 $6.4M
Van Cleef Asset Management,Inc 0.81% Reduce -0.6% 33,250 $6.4M
Stone Summit Wealth LLC 2.21% Add +9.4% 33,207 $6.4M
B. Riley Wealth Advisors, Inc. 0.17% Add +15.7% 39,914 $6.4M
Towerpoint Wealth, LLC 3.17% Add +3.0% 32,874 $6.3M
Cannon Financial Strategists, Inc. 1.24% Add +0.4% 32,796 $6.3M
Innealta Capital, LLC 2.63% Add +0.0% 32,462 $6.2M
Monograph Wealth Advisors, LLC 0.89% Add +4.4% 31,706 $6.1M
MorganRosel Wealth Management, LLC 2.17% Add +7.8% 31,693 $6.1M
White Lighthouse Investment Management Inc. 1.23% Reduce -0.0% 31,674 $6.1M
Archford Capital Strategies, LLC 1.02% Reduce -34.4% 31,551 $6.1M
Avidian Wealth Enterprises, LLC 0.32% Reduce -5.4% 31,480 $6.0M
Leeward Financial Partners, LLC 2.50% Add +14.5% 30,796 $5.9M
Goepper Burkhardt LLC 2.75% Reduce -4.5% 31,376 $5.9M
Cornerstone Advisory, LLC 0.84% Add +0.7% 30,657 $5.9M
Kavar Capital Partners Group, LLC 1.08% Reduce -50.4% 30,575 $5.9M
Pure Financial Advisors, LLC 0.18% Add +3.3% 29,661 $5.7M
Rockbridge Investment Management, LCC 0.83% Reduce -2.8% 29,556 $5.7M
Farmers & Merchants Trust Co of Chambersburg PA 2.32% Add +11.9% 29,509 $5.7M
Vanguard Group Inc. 0.00% Add +6.6% 29,411 $5.6M
Black Diamond Financial, LLC 1.52% No change 31,341 $5.6M
CVA Family Office, LLC 1.01% Reduce -5.1% 29,395 $5.6M
Chemistry Wealth Management LLC 1.50% Reduce -1.8% 29,049 $5.6M
Atmos Advisory, LLC 4.45% Reduce -3.0% 28,978 $5.6M
Chicago Partners Investment Group LLC 0.23% Add +4.3% 30,007 $5.5M
Mosaic Family Wealth Partners, LLC 0.90% Add +7.0% 28,547 $5.5M
CGN Advisors LLC 0.69% Add +1.8% 28,296 $5.4M
Hyperion Partners, LLC 3.93% Add +1.9% 27,947 $5.4M
RFG Advisory, LLC 0.18% Add +54.4% 27,791 $5.3M
Mayport, LLC 2.02% Add +13.9% 27,515 $5.3M
Truepoint, Inc. 0.15% Add +33.3% 27,463 $5.3M
Apollon Wealth Management, LLC 0.17% Reduce -70.3% 27,440 $5.3M
TFB Advisors LLC 1.90% Add +8.5% 29,072 $5.2M
Koshinski Asset Management, Inc. 0.54% Add +182.3% 27,311 $5.2M
Brandywine Oak Private Wealth LLC 0.54% Add +8.4% 27,123 $5.2M
Aspire Wealth Management Corp 3.14% Add +1.3% 27,106 $5.2M
MAI Capital Management 0.05% Reduce -0.0% 26,927 $5.2M
Bangor Savings Bank 0.52% Reduce -1.4% 26,722 $5.1M
Manchester Capital Management LLC 0.63% No change 26,442 $5.1M
Ackerman Capital Advisors, LLC 1.40% Reduce -0.3% 26,419 $5.1M
Mainsail Asset Management, LLC 4.11% Add +1.8% 26,294 $5.0M
FDx Advisors, Inc. 0.75% Reduce -6.1% 25,813 $5.0M
Lam Group, Inc. 4.04% Reduce -0.0% 25,805 $5.0M
Lutz Financial Services LLC 0.43% Reduce -0.2% 25,759 $4.9M
Tenret Co LLC 3.48% Add +1.2% 25,749 $4.9M
Wrenne Financial Planning LLC 3.60% Add +2.5% 25,407 $4.9M
Ausdal Financial Partners, Inc. 0.56% Add +0.3% 25,194 $4.8M
Raymond James Trust N.A. 0.12% Reduce -0.0% 24,808 $4.8M
CX Institutional 0.23% Reduce -0.0% 24,565 $4.7M
Sharper & Granite LLC 2.27% Reduce -5.2% 25,049 $4.7M
Brighton Jones LLC 0.17% Reduce -0.4% 24,473 $4.7M
Choate Investment Advisors 0.13% New 24,432 $4.7M
Everhart Financial Group, Inc. 1.36% Add +5.4% 24,415 $4.7M
LifePlan Investment Advisors, Inc. 3.72% Reduce -26.9% 24,361 $4.7M
Lansing Street Advisors 2.09% Reduce -2.9% 24,255 $4.7M
Federation des caisses Desjardins du Quebec 0.03% Reduce -1.8% 24,233 $4.6M
Bromfield Sneider Wealth Advisors 2.86% Add +0.1% 24,104 $4.6M
Integrated Wealth Concepts LLC 0.07% Add +71.5% 24,003 $4.6M
James Investment Research, Inc. 0.55% Reduce -21.8% 24,001 $4.6M
Ervin Investment Management, LLC 3.21% Add +3.5% 23,910 $4.6M
IHT Wealth Management, LLC 0.18% Reduce -3.7% 23,881 $4.6M
Foster & Motley Inc. 0.31% Reduce -8.2% 23,657 $4.5M
General Partner, Inc. 2.82% Add +23.8% 23,400 $4.5M
Avantax Planning Partners, Inc. 0.15% Reduce -7.7% 23,395 $4.5M
Nwam LLC 0.36% Reduce -0.1% 23,647 $4.5M
Arax Advisory Partners 0.47% Reduce -1.6% 23,269 $4.5M
Whittier Trust Co. 0.07% Reduce -1.1% 23,266 $4.5M
Glass Jacobson Investment Advisors llc 1.68% Add +6.2% 23,262 $4.5M
Community Financial Services Group, LLC 1.01% — 23,184 $4.4M
Bluespring Wealth Management, LLC 0.49% Reduce -2.4% 23,095 $4.4M
Kathleen S. Wright Associates Inc. 2.08% Reduce -5.6% 23,097 $4.4M
Citigroup Inc. 0.00% Add +2.2% 22,898 $4.4M
Wealthfront Advisers LLC 0.02% Add +15.6% 22,833 $4.4M
Bay Rivers Group 2.39% Add +1.1% 22,679 $4.4M
Sageworth Trust Co 0.28% No change 22,409 $4.3M
Mainsail Financial Group, LLC 2.96% Add +1.3% 22,396 $4.3M
Commerce Bank 0.03% Add +3.2% 22,373 $4.3M
Willis Investment Counsel 0.29% Add +6.6% 22,354 $4.3M
Veery Capital, LLC 1.75% Add +1.3% 22,270 $4.3M
Northern Trust Corp. 0.00% Reduce -3.5% 22,168 $4.3M
Theory Financial LLC 2.16% Reduce -4.8% 22,140 $4.2M
B&D White Capital Company, LLC 0.94% Reduce -1.1% 22,086 $4.2M
Alpha Omega Wealth Management LLC 0.78% Add +4.8% 21,748 $4.2M
Advisors Capital Management, LLC 0.08% Reduce -11.4% 21,662 $4.2M
Arkadios Wealth Advisors 0.32% Add +21.4% 21,454 $4.1M
Cambridge Financial Group, LLC 1.95% Add +28.9% 21,428 $4.1M
Signet Financial Management, LLC 0.56% Reduce -3.5% 21,398 $4.1M
Regions Financial Corp. 0.03% Reduce -10.6% 21,397 $4.1M
InterOcean Capital Group, LLC 0.10% Add +3.7% 21,392 $4.1M
CSM Advisors, LLC 0.27% Add +22.3% 21,313 $4.1M
Sigma Planning Corp 0.13% Add +190.6% 21,209 $4.1M
Axiom Advisory, LLC 2.99% Add +3.8% 21,202 $4.1M
OneDigital Investment Advisors LLC 0.06% Add +9.5% 21,191 $4.1M
CreativeOne Wealth, LLC 0.16% Add +65.5% 21,161 $4.1M
UMB Bank, n.a. 0.06% Reduce -4.5% 21,047 $4.0M
Beaumont Asset Management, L.L.C. 2.67% Reduce -3.0% 20,948 $4.0M
Advisory Alpha, LLC 0.16% Add +650.3% 20,617 $4.0M
PFG Advisors 0.29% Add +7.6% 20,571 $3.9M
Rf&l Wealth Management, LLC 3.03% Reduce -1.1% 20,521 $3.9M
Martel Wealth Advisors LLC 0.85% Reduce -2.3% 20,407 $3.9M
Stokes Family Office, LLC 0.49% Add +1.3% 20,345 $3.9M
Northeast Financial Consultants Inc 0.19% Reduce -5.8% 20,326 $3.9M
Trustmark Bank Trust Department 0.32% Add +1.9% 20,194 $3.9M
NBT Bank, N.A. 0.28% Add +19.3% 20,183 $3.9M
Falcon Wealth Planning 0.60% Reduce -9.9% 19,821 $3.8M
E&G Advisors, LLC 1.19% Add +0.2% 19,807 $3.8M
Index Fund Advisors, Inc. 0.21% Add +0.4% 19,689 $3.8M
Valeo Financial Advisors, LLC 0.13% Add +3.9% 27,552 $3.8M
Citadel Advisors 0.00% Add +190.1% 19,509 $3.7M
Barry Investment Advisors, LLC 1.25% Add +26.2% 19,496 $3.7M
Integrity Wealth Solutions LLC 2.44% Reduce -0.9% 19,475 $3.7M
IFP Advisors, Inc 0.16% Reduce -7.0% 19,453 $3.7M
Evergreen Wealth Management, LLC 2.51% No change 19,288 $3.7M
CENTRAL TRUST Co 0.09% Reduce -1.1% 19,187 $3.7M
BIP Wealth, LLC 0.27% Add +4.1% 18,952 $3.6M
Pinnacle Financial Group, LLC / IL 1.60% Add +6.6% 18,944 $3.6M
O'Connor Financial Group LLC 2.14% Reduce -39.7% 18,706 $3.6M
Cranbrook Wealth Management, LLC 0.90% Reduce -6.5% 18,638 $3.6M
Ameritas Advisory Services, LLC 0.15% Reduce -25.4% 19,050 $3.6M
CWA Asset Management Group, LLC 0.22% Add +0.3% 18,441 $3.5M
Spire Wealth Management 0.06% Reduce -0.4% 18,404 $3.5M
Tocqueville Asset Management L.P. 0.06% Reduce -4.4% 18,351 $3.5M
FinTrust Capital Advisors, LLC 0.68% Add +10.4% 18,350 $3.5M
FAS Wealth Partners, Inc. 0.31% Add +4.0% 18,326 $3.5M
Sowell Financial Services LLC 0.16% Reduce -7.5% 18,188 $3.5M
Pittenger & Anderson Inc. 0.14% No change 18,145 $3.5M
Wealthcare Advisory Partners LLC 0.11% Add +85.3% 18,073 $3.5M
Tritonpoint Wealth, LLC 0.36% Reduce -23.8% 14,666 $3.5M
TriaGen Wealth Management LLC 1.43% Add +18.7% 17,904 $3.4M
Scotia Capital Inc. 0.02% Add +6.2% 17,750 $3.4M
Vickerman Investment Advisors, Inc. 1.09% Reduce -0.4% 17,658 $3.4M
Essex Financial Services, Inc. 0.31% Add +2.2% 17,587 $3.4M
Fiduciary Family Office, LLC 1.32% Reduce -1.3% 17,574 $3.4M
Quotient Wealth Partners, LLC 0.12% Reduce -48.4% 17,472 $3.4M
Greenhouse Wealth Management, LLC 2.51% Add +0.5% 17,463 $3.4M
McKinley Carter Wealth Services, Inc. 0.22% Reduce -6.1% 17,449 $3.3M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -6.0% 17,209 $3.3M
3Chopt Investment Partners, LLC 1.35% Reduce -3.4% 17,151 $3.3M
NewEdge Wealth, LLC 0.07% Add +8.3% 17,979 $3.3M
Northwest Wealth Management, LLC 0.90% Reduce -3.9% 17,087 $3.3M
Jane Street Group, LLC 0.00% New 16,991 $3.3M
Townsquare Capital LLC 0.05% Add +8.2% 16,924 $3.2M
Kraft, Davis & Associates, LLC 0.98% Add +38.8% 17,146 $3.2M
Independent Financial Group, LLC 0.15% Add +9.8% 16,871 $3.2M
LS Investment Advisors, LLC 0.51% Reduce -13.6% 16,804 $3.2M
Marble Harbor Investment Counsel, LLC 0.37% Add +3.5% 16,751 $3.2M
Roof Eidam Maycock Peralta, LLC 0.87% Add +3.7% 16,567 $3.2M
Zeit Capital LLC 2.55% Add +1.3% 16,489 $3.2M
Prospera Financial Services Inc 0.09% Reduce -13.5% 16,403 $3.2M
Warner Financial, Inc. 1.57% Add +3.9% 16,361 $3.1M
AdvisorNet Financial, Inc 0.30% Reduce -35.3% 16,221 $3.1M
American Financial & Tax Strategies Inc. 1.66% Reduce -2.5% 16,148 $3.1M
Cahill Financial Advisors Inc. 0.42% Add +7.7% 16,134 $3.1M
Forza Wealth Management, LLC 1.60% Reduce -1.3% 16,053 $3.1M
Hyman Charles D 0.17% No change 16,030 $3.1M
Wolff Financial Management LLC 0.89% Add +1.4% 15,912 $3.1M
Evergreen Private Wealth LLC 1.50% Reduce -21.2% 15,655 $3.0M
Echo45 Advisors LLC 2.15% Add +0.8% 15,604 $3.0M
Wedmont Private Capital 0.22% Reduce -0.6% 15,802 $3.0M
J.W. Cole Advisors, Inc. 0.15% Reduce -29.9% 15,556 $3.0M
Heartwood Wealth Advisors LLC 0.37% Reduce -0.1% 15,528 $3.0M
Cedar Brook Financial Partners, LLC 0.59% Add +12.4% 15,471 $3.0M
Werba Rubin Papier Wealth Management 0.85% Reduce -5.2% 15,358 $2.9M
Simmons Bank 0.22% Reduce -1.2% 15,255 $2.9M
Pathway Financial Advisors LLC 0.78% No change 15,055 $2.9M
SOA Wealth Advisors, LLC. 0.60% Add +11.5% 15,037 $2.9M
Access Investment Management LLC 0.95% No change 15,000 $2.9M
CJM Wealth Advisers, Ltd. 1.09% Add +0.9% 14,932 $2.9M
IFG Advisory, LLC 0.21% Reduce -5.3% 14,845 $2.8M
Forum Financial Management, LP 0.05% Reduce -67.9% 14,824 $2.8M
Wells Trecaso Financial Group, LLC 1.00% Add +0.6% 14,703 $2.8M
Nikulski Financial, Inc. 0.93% Reduce -2.4% 14,647 $2.8M
Principal Securities, Inc. 0.09% Reduce -8.5% 14,618 $2.8M
WealthShield Partners, LLC 0.45% Reduce -15.4% 14,527 $2.8M
Landmark Wealth Management, LLC 1.28% Reduce -0.2% 14,443 $2.8M
Mgo One Seven LLC 0.14% Add +8.1% 14,275 $2.7M
SlateStone Wealth, LLC 0.27% Reduce -3.9% 14,262 $2.7M
RMR Capital Management, LLC 2.71% Add +8.6% 14,212 $2.7M
Linscomb Wealth, Inc. 0.14% Reduce -2.1% 14,153 $2.7M
Eclectic Associates Inc. 1.23% Add +8.5% 14,056 $2.7M
Culbertson A N & Co. Inc. 0.46% Add +5.9% 13,989 $2.7M
Walkner Condon Financial Advisors LLC 0.56% Reduce -2.6% 13,808 $2.6M
Waypoint Capital Advisors, LLC 0.69% Reduce -3.9% 13,674 $2.6M
Financial Freedom, LLC 1.54% Add +0.1% 13,584 $2.6M
Councilor Wealth, LLC 1.30% Add +2.0% 13,547 $2.6M
WP Advisors, LLC 0.85% Add +0.5% 13,466 $2.6M
MSH Capital Advisors LLC 0.91% Reduce -0.2% 13,424 $2.6M
Financial Advocates Investment Management 0.15% Reduce -27.6% 15,036 $2.6M
Corrigan Financial, Inc. 0.66% Reduce -2.6% 13,375 $2.6M
North Star Investment Management Corp. 0.18% Add +6.3% 13,319 $2.6M
Earned Wealth Advisors, LLC 0.98% Add +5.1% 13,312 $2.6M
EverSource Wealth Advisors, LLC 0.20% Reduce -1.0% 14,161 $2.6M
Millennium Management 0.00% Reduce -35.9% 13,250 $2.5M
PBMares Wealth Management LLC 0.66% Add +58.0% 13,179 $2.5M
Stratos Wealth Partners, LTD. 0.04% Reduce -6.3% 13,114 $2.5M
Keybank National Association 0.01% Reduce -0.5% 13,070 $2.5M
Silver Oak Securities, Incorporated 0.38% Reduce -16.2% 12,998 $2.5M
Vawter Financial, Ltd. 1.81% Reduce -6.8% 12,981 $2.5M
SouthState Bank Corp 0.19% No change 12,959 $2.5M
Verity Asset Management, Inc. 1.39% Add +17.3% 12,952 $2.5M
Maryland Capital Advisors Inc. 1.54% Reduce -3.0% 12,941 $2.5M
Sterling Financial Planning, Inc. 1.00% Reduce -1.6% 12,836 $2.5M
MAS Advisors LLC 2.84% No change 12,791 $2.5M
Diversified Portfolios, Inc. 0.34% Reduce -0.7% 12,759 $2.4M
Center For Asset Management LLC 2.00% Add +1.1% 12,714 $2.4M
Cypress Capital, LLC 0.67% Reduce -2.9% 12,694 $2.4M
Centered Wealth LLC dba Miller Equity Capital Advisors 1.01% No change 12,688 $2.4M
Paulson Wealth Management Inc. 0.71% Reduce -12.5% 12,670 $2.4M
Composition Wealth, LLC 0.06% Reduce -0.7% 12,662 $2.4M
Roberts Glore & Co. Inc. 0.73% Reduce -2.2% 12,635 $2.4M
Leavell Investment Management, Inc. 0.14% Reduce -5.5% 12,632 $2.4M
Vance Wealth, LLC 0.95% Add +2.4% 12,475 $2.4M
AMG National Trust Bank 0.07% Add +1.8% 12,442 $2.4M
Gotham Asset Management 0.04% Add +5.8% 12,425 $2.4M
Rebalance, LLC 0.19% Reduce -6.6% 12,305 $2.4M
HRT Financial LP 0.01% New 12,183 $2.3M
Acropolis Investment Management, LLC 0.15% Reduce -3.7% 12,151 $2.3M
Blue Barn Wealth, LLC 1.30% Reduce -1.6% 12,143 $2.3M
Richard P Slaughter Associates Inc 0.56% Reduce -4.9% 12,132 $2.3M
Riversedge Advisors, LLC 0.57% Add +9.4% 12,007 $2.3M
Brown Wealth Management, LLC 0.95% Add +1.4% 11,986 $2.3M
Creative Financial Designs Inc. 0.22% Add +0.1% 11,931 $2.3M
Elgethun Capital Management 0.58% Add +17.1% 11,994 $2.3M
NorthLanding Financial Partners, LLC 2.46% Add +4.4% 11,775 $2.3M
Alhambra Investment Management LLC 1.23% Add +67.8% 11,747 $2.3M
Patriot Investment Management Group, Inc. 0.18% Reduce -2.2% 11,747 $2.3M
Brookstone Capital Management 0.04% Add +3.0% 11,727 $2.3M
Plancorp, LLC 0.10% Add +5.3% 11,702 $2.2M
O'ROURKE & COMPANY, Inc 1.30% Add +22.4% 11,684 $2.2M
Capital Analysts, LLC 0.10% Add +1.6% 11,678 $2.2M
Evermay Wealth Management LLC 0.34% Add +263.1% 11,600 $2.2M
Wilbanks Smith & Thomas Asset Management LLC 0.06% Reduce -0.3% 11,560 $2.2M
Associated Banc-Corp 0.07% Add +4.6% 11,552 $2.2M
First United Bank & Trust 0.82% Add +0.1% 11,496 $2.2M
Sage Mountain Advisors LLC 0.23% Reduce -16.7% 11,456 $2.2M
Cary Street Partners Investment Advisory LLC 0.09% Add +7.3% 11,384 $2.2M
Acorn Financial Advisory Services Inc. 0.41% Reduce -10.6% 11,188 $2.1M
Geneos Wealth Management Inc. 0.10% Reduce -13.1% 11,158 $2.1M
Ascent Group, LLC 0.19% Reduce -3.5% 11,122 $2.1M
Forbes Financial Planning, Inc. 1.81% Add +52.2% 10,947 $2.1M
Coldstream Capital Management Inc. 0.05% Reduce -16.6% 10,946 $2.1M
Grove Bank & Trust 0.35% Add +8.1% 10,868 $2.1M
Shayne & Jacobs, LLC 0.56% No change 10,822 $2.1M
Regal Investment Advisors LLC 0.14% Add +1.8% 10,798 $2.1M
WealthCare Investment Partners, LLC 1.00% Reduce -24.8% 10,764 $2.1M
Orion Porfolio Solutions, LLC 0.02% Add +21.0% 10,711 $2.1M
Orion Portfolio Solutions, LLC 0.02% Add +21.0% 10,711 $2.1M
Roundview Capital LLC 0.17% Reduce -0.0% 10,684 $2.0M
Probity Advisors, Inc. 0.42% No change 10,678 $2.0M
Beaird Harris Wealth Management, LLC 0.20% Reduce -2.3% 10,597 $2.0M
Magnus Financial Group LLC 0.24% Reduce -0.3% 10,566 $2.0M
Telos Capital Management, Inc. 0.23% Reduce -1.5% 10,552 $2.0M
Asset Dedication, LLC 0.15% Add +2.7% 10,529 $2.0M
Wesbanco Bank Inc. 0.08% Add +57.8% 10,498 $2.0M
Harbour Investments, Inc. 0.07% Add +2.2% 10,485 $2.0M
MB Generational Wealth, LLC 1.56% Reduce -41.9% 6,015 $2.0M
Kraft Asset Management, LLC 1.59% Reduce -4.0% 10,298 $2.0M
City State Bank 0.87% Reduce -0.7% 10,259 $2.0M
Columbus Macro, LLC 0.74% Add +3.7% 10,223 $2.0M
Newton One Investments LLC 0.86% Reduce -3.0% 10,209 $2.0M
Midwest Financial Group LLC 1.31% Add +7.8% 10,158 $1.9M
Family Legacy, Inc. 0.70% Reduce -1.3% 10,119 $1.9M
Petix & Botte Co 0.48% Add +27.8% 10,068 $1.9M
Evanson Asset Management, LLC 0.14% Add +0.0% 10,047 $1.9M
BTC Capital Management, Inc. 0.18% — 10,025 $1.9M
Wealthspan Partners, LLC 1.13% Add +3.5% 10,021 $1.9M
Cliftonlarsonallen Wealth Advisors, LLC 0.04% No change 10,021 $1.9M
Triune Financial Partners, LLC 0.67% Reduce -5.5% 10,012 $1.9M
180 Wealth Advisors, LLC 0.34% Reduce -0.8% 9,974 $1.9M
Duncker Streett & Co. Inc. 0.38% Reduce -0.1% 9,965 $1.9M
Faithward Advisors, LLC 0.35% Reduce -4.3% 9,959 $1.9M
Windward Private Wealth Management Inc. 0.78% Reduce -14.9% 9,958 $1.9M
Tranquility Partners, LLC 0.73% Add +0.7% 9,899 $1.9M
Tobias Financial Advisors, Inc. 0.43% Reduce -0.3% 9,868 $1.9M
Ratio Wealth Group 0.35% Reduce -1.1% 9,847 $1.9M
Mustard Seed Financial, LLC 1.88% Reduce -1.4% 9,807 $1.9M
Argent Trust Co 0.08% Reduce -3.7% 9,786 $1.9M
Tidal Investments LLC 0.03% New 9,680 $1.9M
Cooksen Wealth, LLC 1.92% Add +2.9% 9,635 $1.8M
West Branch Capital LLC 0.74% Reduce -3.6% 9,564 $1.8M
Cassady Schiller Wealth Management, LLC 0.82% Reduce -0.6% 9,559 $1.8M
ProVise Management Group, LLC 0.16% Reduce -7.2% 9,544 $1.8M
Resurgent Financial Advisors LLC 0.98% Add +102.2% 9,477 $1.8M
Farmers & Merchants Investments Inc. 0.06% No change 9,477 $1.8M
Simon Quick Advisors, LLC 0.14% Reduce -3.6% 9,401 $1.8M
Horizon Bancorp Inc. 0.86% Add +2.5% 9,366 $1.8M
Independent Advisor Alliance 0.06% Reduce -49.6% 9,301 $1.8M
Paragon Capital Management Ltd 0.32% Reduce -12.6% 9,300 $1.8M
Wealthspire Retirement, LLC 0.15% Reduce -19.9% 9,217 $1.8M
Planning Directions Inc. 1.22% Add +1.6% 9,167 $1.8M
Pine Valley Investments Ltd Liability Co 0.14% Reduce -0.3% 9,158 $1.8M
Csenge Advisory Group 0.10% Add +22.9% 9,150 $1.8M
Dravo Bay LLC 1.04% Add +12.7% 9,136 $1.8M
Eagle Strategies LLC 0.39% Reduce -81.6% 9,084 $1.7M
Curtis Advisory Group, LLC 0.67% Reduce -2.3% 9,057 $1.7M
Market Street Wealth Management Advisors LLC 0.30% Reduce -2.3% 8,946 $1.7M
Sonata Capital Group Inc. 0.78% Add +9.1% 8,919 $1.7M
Waverly Advisors, LLC 0.04% Add +41.7% 8,898 $1.7M
Global Retirement Partners, LLC 0.06% Reduce -0.8% 8,826 $1.7M
McGlone Suttner Wealth Management, Inc. 0.32% Reduce -9.9% 8,793 $1.7M
Nations Financial Group Inc, /Ia/ 0.14% Reduce -1.4% 8,765 $1.7M
Moneco Advisors, LLC 0.27% Reduce -0.7% 8,730 $1.7M
Stevens Capital Partners 0.99% Reduce -5.6% 8,692 $1.7M
Mesirow Financial Investment Management, Inc. 0.04% Add +5.7% 8,674 $1.7M
Guidance Point Advisors, LLC 0.56% Add +0.5% 8,657 $1.7M
Gradient Capital Advisors, LLC 0.61% Reduce -8.8% 8,646 $1.7M
One Charles Private Wealth Services, LLC 0.72% Add +1.9% 8,592 $1.6M
TD Private Client Wealth LLC 0.05% Add +9.4% 8,579 $1.6M
Sequoia Financial Advisors, LLC 0.02% Reduce -0.8% 8,557 $1.6M
Hardy Reed LLC 0.20% No change 8,447 $1.6M
Portfolio Strategies, Inc. 0.11% New 8,447 $1.6M
Compton Wealth Advisory Group, LLC 0.44% Reduce -0.3% 8,422 $1.6M
Victory Capital Management Inc. 0.00% Reduce -15.3% 8,408 $1.6M
White Wing Wealth Management 1.34% Reduce -58.0% 8,468 $1.6M
SeaCrest Wealth Management, LLC 0.20% Add +14.4% 8,373 $1.6M
Bokf, NA 0.03% Add +5.5% 8,261 $1.6M
McNamara Financial Services, Inc. 0.34% Reduce -5.1% 8,164 $1.6M
Edge Capital Group, LLC 0.08% Add +5.0% 8,030 $1.5M
Pioneer Wealth Management Group 0.88% Reduce -45.1% 8,026 $1.5M
Cadent Capital Advisors, LLC 0.61% Reduce -25.3% 8,004 $1.5M
Empower Advisory Group, LLC 0.01% Reduce -2.4% 7,998 $1.5M
Trust Co. of Vermont 0.08% Add +2.3% 7,922 $1.5M
Breakwater Capital Group 0.38% Reduce -0.2% 7,918 $1.5M
Colony Family Offices, LLC 0.49% No change 7,897 $1.5M
Family Firm, Inc. 0.37% Reduce -0.0% 7,893 $1.5M
Jefferies Financial Group Inc. 0.03% Reduce -7.0% 7,863 $1.5M
Proficio Capital Partners LLC 0.17% No change 7,850 $1.5M
Cullen/Frost Bankers, Inc. 0.02% Reduce -0.9% 7,848 $1.5M
Newman Dignan & Sheerar, Inc. 0.40% Reduce -0.5% 7,841 $1.5M
Ally Invest Advisors Inc. 0.15% Add +18.8% 7,739 $1.5M
Eagle Harbor Asset Management Inc. 1.56% Reduce -5.9% 7,644 $1.5M
Flputnam Investment Management Co. 0.03% Reduce -6.0% 7,629 $1.5M
Compound Planning, Inc. 0.13% Add +10.8% 7,539 $1.4M
Concourse Financial Group Securities, Inc. 0.09% Add +0.1% 7,513 $1.4M
Aptus Capital Advisors, LLC 0.03% Add +4.5% 7,512 $1.4M
Legacy PCG, LLC 0.90% Add +0.2% 7,506 $1.4M
Octavia Wealth Advisors, LLC 0.21% Reduce -90.6% 7,482 $1.4M
Chapin Davis, Inc. 0.52% Reduce -0.9% 7,482 $1.4M
BigSur Wealth Management LLC 0.45% Add +135.8% 7,466 $1.4M
Legacy Edge Advisors, LLC 0.30% Reduce -34.4% 7,443 $1.4M
Aire Advisors, LLC 0.32% Add +6.2% 7,424 $1.4M
Dynamic Advisor Solutions LLC 0.05% Reduce -7.9% 7,429 $1.4M
CIBC Private Wealth Group LLC 0.00% Reduce -12.3% 7,454 $1.4M
GFS Advisors, LLC 0.23% Reduce -0.2% 7,367 $1.4M
Ieq Capital, LLC 0.02% Add +3.3% 7,361 $1.4M
SC&H Financial Advisors, Inc. 0.37% Reduce -2.6% 7,325 $1.4M
New Covenant Trust Company, N.A. 1.40% — 7,301 $1.4M
Red Tortoise LLC 0.78% Add +3.5% 7,280 $1.4M
Great Valley Advisor Group, Inc. 0.04% Add +1.1% 7,246 $1.4M
C M Bidwell & Associates Ltd. 0.94% Reduce -0.8% 7,234 $1.4M
Baker Ellis Asset Management LLC 0.21% Reduce -4.9% 7,221 $1.4M
Matisse Capital 0.67% Add +43.0% 7,216 $1.4M
Hilltop National Bank 0.47% — 7,208 $1.4M
Synovus Financial Corp. 0.02% Add +0.9% 7,083 $1.4M
Kingsview Wealth Management, LLC 0.03% Reduce -2.4% 7,090 $1.4M
Monument Group Wealth Advisors, LLC 0.99% Reduce -1.9% 6,983 $1.3M
Hartline Investment Corp./ 0.23% New 6,920 $1.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.23% Add +0.4% 6,920 $1.3M
Forest Hill Capital, LLC 1.14% No change 6,900 $1.3M
Focus Financial Network, Inc. 0.06% — 7,376 $1.3M
Edmonds Duncan Registered Investment Advisors, LLC 0.33% Add +1.0% 68,258 $1.3M
ARK & TLK Investments, LLC 0.51% Add +24.8% 6,809 $1.3M
Clearstead Advisors, LLC 0.06% Reduce -9.1% 6,907 $1.3M
Liberty Wealth Management LLC 0.25% Add +195.9% 6,765 $1.3M
Burns Matteson Capital Management, LLC 0.84% Reduce -18.4% 6,763 $1.3M
Dentgroup LLC 1.07% Reduce -4.3% 6,742 $1.3M
Lido Advisors, LLC 0.01% Add +15.3% 6,730 $1.3M
Mutual Advisors, LLC 0.04% Add +4.6% 6,719 $1.3M
1834 Investment Advisors Co. 0.15% Add +58.7% 6,676 $1.3M
Pacific Sun Financial Corp 0.74% Add +1.2% 6,665 $1.3M
Evolution Wealth Advisors, LLC 0.24% Add +5.3% 6,625 $1.3M
EWG Elevate Inc. 0.48% Add +0.1% 6,616 $1.3M
PFG Investments, LLC 0.08% Add +283.1% 6,558 $1.3M
Level Financial Advisors 0.57% Reduce -3.6% 6,529 $1.3M
Baldwin Investment Management, LLC 0.17% Add +116.1% 6,512 $1.2M
Trust Co 0.16% Reduce -6.5% 6,507 $1.2M
Richardson Financial Services Inc. 0.88% Add +29.8% 6,504 $1.2M
Lion Street Advisors, LLC 0.51% No change 6,922 $1.2M
Alesco Advisors, LLC, An ESL Co 0.04% No change 6,465 $1.2M
Parsons Capital Management Inc. 0.08% Add +0.3% 6,455 $1.2M
Vantage Financial Partners, LLC 0.33% Add +1.2% 6,437 $1.2M
Thoroughbred Financial Services, LLC 0.12% Reduce -14.3% 6,421 $1.2M
Financial Engines Advisors L.L.C. 0.00% Reduce -11.9% 6,398 $1.2M
Fermata Advisors, LLC 0.28% Reduce -2.4% 6,385 $1.2M
Jentner Corp 0.43% Reduce -2.0% 6,374 $1.2M
Schwallier Wealth Management LLC 0.98% Reduce -12.6% 6,342 $1.2M
MIdWestOne Financial Group, Inc. 0.22% Reduce -30.8% 6,310 $1.2M
Condor Capital Management 0.12% Reduce -0.2% 6,289 $1.2M
Alera Investment Advisors, LLC 0.16% No change 6,250 $1.2M
Country Club Bank 0.08% Reduce -0.9% 6,208 $1.2M
Wellington Management Group LLP 0.00% No change 6,197 $1.2M
Hall Capital Management Co. Inc. 0.58% Add +2.2% 6,170 $1.2M
Strategic Financial Partners, Ltd. 0.65% Add +1.2% 6,161 $1.2M
Topel & Distasi Wealth Management, LLC 0.52% Reduce -0.8% 6,148 $1.2M
HC Advisors, LLC 0.56% No change 6,117 $1.2M
Arista Wealth Management, LLC 0.90% Reduce -56.3% 6,109 $1.2M
Keb Asset Management, LLC 0.40% Reduce -1.9% 6,096 $1.2M
Janiczek Wealth Management, LLC 0.25% No change 6,055 $1.2M
Transcend Capital Advisors, LLC 0.09% Add +23.7% 6,054 $1.2M
Arbor Investment Advisors, LLC 0.17% Reduce -1.8% 6,050 $1.2M
Clear Point Advisors Inc. 0.95% Add +6.0% 5,988 $1.1M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.14% Add +14.6% 5,975 $1.1M
Insight Advisors, LLC/ PA 0.22% No change 5,914 $1.1M
Bessemer Group Inc. 0.00% Reduce -8.8% 5,884 $1.1M
Lindbrook Capital, LLC 0.11% No change 5,865 $1.1M
Arbor Trust Wealth Advisors, LLC 0.62% Reduce -0.9% 6,091 $1.1M
Fulton Bank, N.A. 0.05% Reduce -8.6% 5,824 $1.1M
SVB Wealth LLC 0.02% Reduce -23.3% 5,807 $1.1M
Diversify Advisory Services, LLC 0.07% — 5,850 $1.1M
Conrad Siegel Investment Advisors, Inc. 0.33% Reduce -19.0% 5,791 $1.1M
Carnegie Investment Counsel 0.03% Add +0.5% 5,788 $1.1M
O'shaughnessy Asset Management, LLC 0.01% Add +51.4% 5,765 $1.1M
Perennial Investment Advisors, LLC 0.17% Reduce -1.1% 5,738 $1.1M
Ballentine Partners, LLC 0.02% No change 5,716 $1.1M
Chatham Capital Group, Inc. 0.20% No change 5,715 $1.1M
Hudson Value Partners, LLC 0.46% Add +10.9% 5,687 $1.1M
King Wealth Management Group 0.19% Add +8.1% 5,683 $1.1M
Uptick Partners, LLC 0.83% Add +1.4% 5,678 $1.1M
LongView Wealth Management 0.43% Add +6.6% 5,668 $1.1M
GHP Investment Advisors, Inc. 0.05% Add +11.2% 5,643 $1.1M
Carlson Capital Management 0.05% Reduce -94.0% 5,637 $1.1M
Beacon Financial Advisory LLC 0.53% Reduce -8.4% 5,522 $1.1M
Jacobi Capital Management LLC 0.10% Reduce -3.9% 5,629 $1.1M
Simplicity Wealth,LLC 0.03% New 5,624 $1.1M
Clarity Capital Advisors, LLC 0.85% Add +9.8% 5,571 $1.1M
Moisand Fitzgerald Tamayo, LLC 0.16% Reduce -0.4% 5,544 $1.1M
HFG Advisors, Inc. 0.94% Reduce -78.8% 5,543 $1.1M
Meritas Wealth Management, LLC 0.74% Reduce -0.7% 5,531 $1.1M
United Advisor Group, LLC 0.40% Add +46.7% 5,503 $1.1M
Institute for Wealth Management, LLC. 0.14% Add +0.4% 5,497 $1.1M
Wedbush Securities Inc. 0.04% Reduce -32.0% 5,457 $1.0M
U.S. Capital Wealth Advisors, LLC 0.04% Reduce -1.7% 5,451 $1.0M
Summit Wealth & Retirement Planning, Inc. 0.37% Add +34.3% 5,434 $1.0M
BCS Wealth Management 0.33% Add +0.6% 5,329 $1.0M
Keeler & Nadler Financial Planning & Wealth Management 0.61% Reduce -13.6% 5,322 $1.0M
Revisor Wealth Management LLC 0.46% Add +227.0% 5,477 $1.0M
Girard Partners LTD. 0.10% Reduce -24.1% 5,293 $1.0M
Wescott Financial Advisory Group, LLC 0.13% Reduce -8.6% 5,275 $1.0M
Klingman & Associates, LLC 0.07% Reduce -1.8% 5,270 $1.0M
Vannoy Advisory Group, Inc. 0.79% Reduce -0.9% 5,267 $1.0M
Meridian Financial Advisors, LLC 0.75% Add +5.3% 5,260 $1.0M
Oppenheimer & Co. Inc. 0.02% Add +4.3% 5,254 $1.0M
Silverlake Wealth Management LLC 0.51% Reduce -0.8% 5,237 $1.0M
First National Bank of Mount Dora, Trust Investment Services 0.24% Reduce -2.5% 5,196 $997K
Round Rock Advisors LLC 0.24% Reduce -3.5% 5,170 $992K
Iron Gate Global Advisors LLC 0.18% Reduce -8.6% 5,171 $987K
Compass Financial Group, INC 0.23% Add +2.3% 5,129 $984K
Brand Asset Management Group, Inc. 0.42% Add +6.7% 5,123 $983K
Smithfield Trust Co 0.05% Add +4.7% 5,111 $980K
Kathmere Capital Management, LLC 0.11% Add +0.2% 5,107 $980K
Coordinated Financial Services, Inc. 0.87% — 5,106 $980K
Main Street Financial Solutions, LLC 0.10% Add +7.1% 5,105 $979K
MidAtlantic Capital Management, Inc. 0.86% No change 5,100 $979K
Belpointe Asset Management LLC 0.07% New 5,086 $976K
Wealth Alliance, LLC 0.13% Add +3.2% 5,041 $967K
Galvin, Gaustad & Stein, LLC 0.09% Reduce -3.6% 4,999 $959K
BSW Wealth Partners 0.16% Add +22.0% 4,996 $959K
Fidelity D & D Bancorp Inc. 0.72% Reduce -6.6% 4,977 $955K
Bowman & Co S.C. 0.58% Reduce -7.2% 4,970 $954K
Montag A & Associates Inc. 0.05% Add +0.1% 4,955 $951K
Woodmont Investment Counsel LLC 0.08% Reduce -1.9% 4,925 $945K
Aveo Capital Partners, LLC 0.10% Add +5.4% 5,124 $944K
Dorsey & Whitney Trust CO LLC 0.06% Add +13.9% 4,915 $943K
Schechter Investment Advisors, LLC 0.07% Reduce -5.8% 4,912 $943K
Goelzer Investment Management, Inc. 0.05% No change 4,887 $938K
Stratos Wealth Advisors, LLC 0.06% Add +21.5% 4,883 $937K
Bank of Hawaii 0.05% Reduce -11.3% 4,858 $932K
Trust Co of the South 0.22% Add +72.9% 4,856 $932K
Wrapmanager Inc. 0.26% Reduce -0.3% 4,845 $930K
Hoge Financial Services, LLC 0.76% Reduce -1.4% 4,827 $926K
Hart & Patterson Financial Group LLC 0.46% Reduce -1.1% 4,826 $926K
Mission Wealth Management, LP 0.02% Add +17.3% 4,823 $925K
Waller Financial Planning Group, Inc. 0.25% Reduce -0.6% 4,818 $925K
Caldwell Trust Co 0.11% No change 4,818 $924K
Wealth Quarterback LLC 0.51% Reduce -5.6% 4,753 $912K
Quadrant Capital Group LLC 0.07% No change 4,736 $909K
Greenup Street Wealth Management LLC 0.23% Reduce -35.2% 4,706 $903K
Consolidated Portfolio Review Corp 0.23% Reduce -1.7% 4,632 $889K
Hemington Wealth Management 0.32% No change 4,626 $888K
Evoke Wealth, LLC 0.03% New 4,616 $886K
St. Louis Trust Co 0.14% No change 4,591 $881K
Financial Alternatives, Inc 0.68% No change 4,556 $874K
RS Crum Inc. 0.24% Reduce -2.8% 4,546 $872K
Battery Global Advisors, LLC 0.71% No change 4,545 $872K
Physician Wealth Advisors, Inc. 0.18% Reduce -0.2% 4,879 $872K
TRUE Private Wealth Advisors 0.10% Add +20.7% 4,522 $868K
Retirement Planning Group, LLC 0.07% Add +243.6% 4,512 $866K
Weitzel Financial Services, Inc. 0.43% Reduce -47.8% 4,495 $855K
One Day In July LLC 0.11% Add +0.7% 4,443 $853K
Canal Capital Management, LLC 0.14% No change 4,382 $841K
Allspring Global Investments Holdings, LLC 0.00% Add +3.0% 4,368 $838K
Nemes Rush Group LLC 0.12% Add +1.5% 4,342 $833K
Flagstar Securities, Inc. 0.23% Add +29.2% 4,325 $830K
Willner & Heller, LLC 0.83% Add +0.5% 4,321 $829K
City Holding Co. 0.12% Add +17.0% 4,317 $828K
Disciplined Investments, LLC 0.45% Reduce -0.5% 4,308 $827K
Anchor Investment Management, LLC 0.09% Add +2.7% 4,293 $824K
Tyche Wealth Partners LLC 0.20% Reduce -18.3% 4,284 $822K
Neuberger Berman Group LLC 0.00% Add +2.3% 4,281 $821K
Chesley Taft & Associates LLC 0.04% Reduce -8.2% 4,277 $821K
Legacies Wealth LLC 0.72% No change 4,251 $816K
American Money Management, LLC 0.17% Reduce -11.2% 4,200 $806K
Flow Traders U.S. LLC 0.04% New 4,187 $803K
Armbruster Capital Management, Inc. 0.17% Reduce -1.9% 4,173 $801K
McClarren Financial Advisors, Inc. 0.57% Add +0.5% 4,166 $800K
Larson Financial Group LLC 0.06% Reduce -5.2% 4,156 $797K
Walter & Keenan Wealth Management LLC /in/ 0.26% Reduce -10.2% 4,151 $797K
Raffa Wealth Management, LLC 0.23% Add +0.5% 4,095 $786K
Total Clarity Wealth Management, Inc. 0.27% Reduce -63.5% 4,072 $781K
Embree Financial Group 0.15% Add +110.9% 4,005 $769K
D.B. Root & Company, LLC 0.26% Add +0.3% 3,974 $763K
Brandes Investment Partners, LP 0.01% Reduce -69.4% 3,970 $762K
Visionary Wealth Advisors 0.05% Reduce -3.7% 3,968 $761K
Guidance Capital, Inc. 0.28% Add +18.8% 4,221 $759K
First Heartland Consultants, Inc. 0.08% Add +189.1% 3,952 $758K
Kovack Advisors, Inc. 0.09% Add +11.3% 3,915 $751K
Hexagon Capital Partners LLC 0.17% Reduce -17.3% 3,910 $750K
Soundmark Wealth Management, LLC 0.33% Reduce -1.3% 3,894 $747K
Painted Porch Advisors LLC 0.46% Add +0.1% 3,893 $747K
Jackson Creek Investment Advisors LLC 0.26% Add +0.5% 3,862 $741K
Altiora Financial Group, LLC 0.20% No change 3,861 $741K
Clarius Group, LLC 0.05% No change 3,836 $736K
Collaborative Wealth Managment Inc. 0.37% Reduce -6.7% 3,815 $732K
Granite FO LLC 0.43% Reduce -0.0% 3,714 $729K
Strategic Blueprint, LLC 0.05% Add +5.7% 3,795 $728K
Intellectus Partners, LLC 0.19% Add +5.6% 3,766 $723K
Carolinas Wealth Consulting LLC 0.14% Add +0.4% 3,761 $722K
Quantum Financial Advisors, LLC 0.13% No change 3,753 $720K
Cibc World Market Inc. 0.00% Add +8.5% 3,751 $720K
Accretive Wealth Partners, LLC 0.32% Reduce -3.6% 3,906 $720K
TAP Consulting, LLC 0.16% Reduce -13.3% 3,747 $719K
Graves Light Lenhart Wealth, Inc. 0.08% No change 3,737 $717K
IFG Advisors, LLC 0.19% Reduce -1.9% 3,736 $717K
Caitlin John, LLC 0.54% Reduce -5.7% 3,730 $716K
Precedent Wealth Partners, LLC 0.31% Reduce -2.5% 3,725 $715K
BKM Wealth Management, LLC 0.31% Add +2.0% 3,721 $714K
Lake Street Private Wealth, LLC 0.10% Add +0.0% 3,711 $712K
Life Planning Partners, Inc 0.71% Add +0.7% 3,709 $712K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +0.3% 3,676 $705K
Cozad Asset Management Inc. 0.07% Add +0.0% 3,652 $701K
Sightline Wealth Advisors, LLC 0.46% Add +21.4% 3,644 $699K
&partners 0.10% Add +96.9% 3,641 $699K
Parcion Private Wealth LLC 0.06% Reduce -0.7% 3,627 $696K
McDonald Partners LLC 0.19% No change 3,596 $690K
Gladstone Institutional Advisory LLC 0.04% Reduce -9.5% 3,579 $687K
Agate Pass Investment Management, LLC 0.37% Reduce -5.3% 3,576 $686K
First National Bank Sioux Falls 0.37% No change 3,538 $679K
McLean Asset Management Corp 0.23% Reduce -1.0% 3,592 $679K
Becker Capital Management Inc. 0.02% No change 3,439 $660K
Continuum Advisory, LLC 0.10% Reduce -57.2% 3,499 $660K
True Vision MN LLC 0.46% Reduce -4.3% 3,595 $656K
SOL Capital Management CO 0.08% No change 3,395 $651K
Libra Wealth LLC 0.28% No change 3,385 $650K
Centaurus Financial, Inc. 0.05% Reduce -0.3% 3,366 $646K
Lane & Associates LLC 0.41% Add +0.4% 3,358 $644K
WMS Partners, LLC 0.04% No change 3,342 $641K
Evergreen Capital Management LLC 0.02% No change 3,281 $630K
Snowden Capital Advisors LLC 0.02% Reduce -1.6% 3,278 $629K
Cascade Wealth Advisors, Inc 0.53% — 3,460 $629K
TFO Wealth Partners, LLC 0.12% Add +0.1% 3,271 $628K
Legacy Private Trust Co. 0.05% No change 3,265 $626K
Busey Bank 0.02% Add +1.9% 3,252 $624K
Fortune Financial Advisors, LLC 0.40% Reduce -8.5% 3,243 $622K
Bryn Mawr Trust Advisors, LLC 0.04% Reduce -0.8% 3,243 $622K
Crestwood Advisors Group, LLC 0.01% Add +10.3% 3,227 $619K
Eudaimonia Advisors LLC 0.33% Reduce -9.1% 3,201 $614K
Atticus Wealth Management, LLC 0.20% Reduce -8.2% 3,201 $614K
Brass Tax Wealth Management, Inc. 0.32% — 3,193 $613K
Capasso Planning Partners LLC 0.25% Add +10.3% 3,189 $612K
NorthRock Partners, LLC 0.02% Add +3.9% 3,179 $610K
Bedel Financial Consulting, Inc. 0.09% Add +0.6% 3,134 $601K
Whittier Trust Co. of Nevada Inc. 0.02% Add +38.6% 3,122 $599K
Wealthstream Advisors, Inc. 0.23% Add +2.0% 3,121 $599K
Trilogy Capital Inc. 0.03% Reduce -0.8% 3,095 $594K
Diversified, LLC 0.08% Add +1.8% 3,084 $592K
Hoxton Planning & Management, LLC 0.28% Add +0.2% 3,081 $591K
Flagship Harbor Advisors, LLC 0.04% Reduce -5.1% 3,078 $591K
Taylor & Morgan Wealth Management, LLC 0.43% Reduce -9.0% 3,074 $590K
PAX Financial Group, LLC 0.12% Reduce -2.6% 3,061 $587K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -51.7% 3,060 $587K
Essex Private Wealth Management, LLC 1.66% Add +0.7% 3,053 $586K
Annis Gardner Whiting Capital Advisors, LLC 0.21% Reduce -6.6% 3,051 $585K
Wambolt & Associates, LLC 0.18% Reduce -46.3% 3,078 $585K
Citizens Financial Group Inc. 0.02% Add +2.9% 3,043 $584K
Rockwood Wealth Management, LLC 0.08% No change 3,032 $582K
Unconventional Investor, LLC 0.42% No change 3,022 $580K
Resolute Advisors LLC 0.11% Add +0.5% 3,016 $579K
Staley Capital Advisers Inc. 0.03% Reduce -39.2% 3,001 $576K
Western Wealth Management, LLC 0.04% Reduce -1.7% 2,982 $572K
Axxcess Wealth Management, LLC 0.02% Reduce -35.5% 2,979 $572K
Dopkins Wealth Management, LLC 0.34% Add +5.2% 2,956 $567K
Derbend Asset Management 0.28% Add +0.0% 2,946 $565K
TCI Wealth Advisors, Inc. 0.06% Add +1.2% 2,935 $563K
Rinkey Investments 0.20% No change 2,929 $562K
Investments & Financial Planning, LLC 0.39% Reduce -6.7% 2,928 $562K
Insigneo Advisory Services, LLC 0.07% Add +11.1% 2,928 $562K
Roffman Miller Associates Inc. 0.04% Reduce -2.2% 2,921 $560K
Gibson Capital, LLC 0.12% No change 2,902 $557K
Silver Oak Advisory Group, Inc. 0.31% Add +0.0% 2,896 $556K
Stonebridge Financial Planning Group, LLC 0.29% Add +5.5% 2,873 $551K
Gilman Hill Asset Management, LLC 0.10% Add +57.9% 2,873 $551K
Clark Asset Management, LLC 0.17% Add +0.3% 2,865 $550K
TrinityPoint Wealth, LLC 0.09% Reduce -3.5% 2,858 $548K
Glassman Wealth Services 0.11% Add +3.8% 2,857 $548K
Sonoma Private Wealth LLC 0.88% Add +0.1% 2,854 $548K
Camelot Technology Advisors, Inc. 0.51% No change 2,850 $547K
Apexium Financial, LP 0.04% Add +147.2% 2,845 $546K
Exchange Bank 0.45% Add +2.8% 2,838 $545K
Inspire Advisors, LLC 0.08% Reduce -5.5% 2,837 $544K
HUB Investment Partners, LLC 0.03% Add +4.1% 2,835 $544K
Founders Financial Securities LLC 0.06% Reduce -30.1% 2,823 $542K
MWA Asset Management 0.39% Reduce -2.4% 2,802 $538K
Renaissance Technologies 0.00% New 2,800 $537K
Godsey & Gibb, Inc. 0.06% Add +19.1% 2,791 $536K
Anderson Hoagland & Co. 0.06% No change 2,881 $532K
ERn Financial, LLC 0.09% No change 2,769 $531K
Bleakley Financial Group, LLC 0.02% Reduce -4.2% 2,765 $531K
Blue Trust, Inc. 0.01% Add +39.5% 2,762 $530K
Centennial Bank 0.27% Reduce -1.8% 2,750 $528K
Apeiron RIA LLC 0.15% Add +8.4% 2,746 $527K
RFP Financial Group LLC 0.21% No change 2,742 $526K
Windsor Advisory Group, LLC 1.47% No change 2,720 $522K
Peirce Capital Management, LLC 0.29% No change 2,720 $522K
Elevation Wealth Partners, LLC 0.26% Reduce -4.3% 2,746 $522K
Aviso Wealth Management 0.33% Add +1.1% 2,712 $520K
NorthCoast Asset Management LLC 0.01% Reduce -0.6% 2,704 $519K
Debussy Capital Management LP 0.15% No change 2,751 $518K
Red Wave Investments LLC 0.19% Add +0.8% 2,687 $516K
Family Investment Center, Inc. 0.17% Reduce -1.8% 2,680 $514K
Narus Financial Partners, LLC 0.22% Reduce -4.9% 2,677 $514K
Verdence Capital Advisors LLC 0.05% Add +0.1% 2,666 $511K
Greenline Partners, LLC 0.08% No change 2,660 $510K
Realta Investment Advisors 0.11% Add +10.2% 2,658 $510K
Cutler Investment Counsel LLC 0.07% Reduce -1.1% 2,657 $510K
Quarry Hill Advisors, LLC 0.37% Reduce -1.3% 2,649 $508K
Townsend Asset Management Corp. /NC/ 0.20% Reduce -3.9% 2,637 $506K
Pointe Capital Management LLC 0.31% No change 2,617 $502K
Apollon Financial, LLC 0.17% Reduce -64.5% 2,603 $499K
Brightwater Advisory LLC 0.40% Reduce -14.0% 2,602 $499K
NWF Advisory Services Inc. 0.08% Reduce -1.4% 2,602 $499K
Level Four Advisory Services, LLC 0.03% No change 2,759 $497K
Pekin Hardy Strauss, Inc. 0.07% Add +20.1% 2,571 $493K
Objective Capital Management, LLC 0.33% Add +14.8% 2,558 $491K
Lodestone Wealth Management LLC 0.26% Reduce -0.9% 2,545 $488K
Abbot Financial Management, Inc. 0.27% Add +13.4% 2,535 $486K
Washington Trust Advisors, Inc. 0.04% No change 2,529 $485K
Investmark Advisory Group LLC 0.27% Add +0.9% 2,521 $484K
Versant Capital Management, Inc 0.14% Reduce -7.6% 2,516 $483K
Selective Wealth Management, Inc. 0.21% No change 2,562 $473K
Dearborn Partners LLC 0.02% Reduce -0.1% 2,456 $471K
Sax Wealth Advisors, LLC 0.05% Add +59.1% 2,446 $469K
Franklin Resources Inc. 0.00% Reduce -21.4% 2,437 $468K
Keystone Financial Group 0.07% Reduce -3.6% 2,435 $467K
Pension & Wealth Management Advisors, Inc. 0.31% Reduce -2.9% 2,423 $465K
Vista Capital Partners, Inc. 0.06% Add +0.1% 2,421 $465K
Seed Wealth Management, Inc. 0.44% No change 2,440 $464K
Integrity Financial Corp 0.32% Add +82.1% 2,418 $464K
Aspen Grove Capital, LLC 0.13% Reduce -0.0% 2,399 $461K
Droms Strauss Advisors Inc. /Mo/ 0.17% Add +8.3% 2,395 $459K
Stephens Consulting, LLC 0.14% Add +0.6% 2,367 $454K
Savvy Advisors, Inc. 0.26% Add +31.8% 2,356 $452K
Private Trust Co. NA 0.05% Add +8.4% 2,356 $452K
EPIQ Capital Group, LLC 0.18% Add +0.5% 2,336 $448K
Salem Investment Counselors Inc. 0.01% Reduce -3.0% 2,323 $446K
JT Stratford LLC 0.09% Reduce -30.7% 2,314 $444K
My Personal CFO, LLC 0.26% Add +0.3% 2,312 $444K
Key Client Fiduciary Advisors, LLC 0.23% Add +2.5% 2,303 $442K
Morton Capital Management LLC 0.12% Add +5.1% 2,282 $438K
Eagle Rock Investment Company, LLC 0.08% Add +0.2% 2,272 $436K
Cypress Point Wealth Management, LLC 0.22% New 2,263 $434K
Ballentine Capital Advisors, Inc 0.24% Reduce -3.6% 2,283 $434K
Oldfather Financial Services, LLC 0.18% No change 2,255 $433K
Salomon & Ludwin, LLC 0.04% Reduce -10.2% 2,237 $429K
Discipline Wealth Solutions, LLC 0.40% Reduce -34.8% 2,247 $427K
Ami Investment Management Inc. 0.16% Reduce -0.5% 2,225 $427K
Rooted Wealth Advisors, Inc. 0.21% Add +3.7% 2,273 $426K
NorthStar Asset Management LLC 0.32% Reduce -5.2% 2,214 $425K
Dakota Wealth Management 0.01% Add +27.3% 2,189 $420K
Financial Futures Ltd Liability Co. 0.28% No change 2,182 $419K
Williams Jones Wealth Management, LLC. 0.01% Add +38.4% 2,178 $418K
PGIM Custom Harvest LLC 0.01% New 2,172 $417K
SignalPoint Asset Management, LLC 0.11% Add +5.0% 2,169 $416K
Parkside Financial Bank & Trust 0.07% Reduce -1.0% 2,164 $415K
Virtue Capital Management, LLC 0.07% Reduce -0.8% 2,272 $415K
Summit Wealth Partners, LLC 0.09% New 2,161 $415K
Glenview Trust Co 0.01% Reduce -26.0% 2,147 $412K
Kiely Wealth Advisory Group, Inc. 0.23% Add +35.8% 2,242 $411K
Burney Co./ 0.02% Add +26.3% 2,134 $409K
Pettyjohn, Wood & White, Inc. 0.08% No change 2,120 $407K
Dominguez Wealth Management Solutions, Inc. 0.32% Add +0.2% 2,111 $405K
Camelot Portfolios, LLC 0.40% Reduce -26.2% 2,105 $404K
Ridgewood Investments LLC 0.21% Add +16.3% 2,078 $399K
HBK Sorce Advisory LLC 0.01% Reduce -51.9% 2,074 $398K
Cahill Wealth Management, LLC 0.23% No change 2,072 $398K
Destiny Wealth Partners, LLC 0.07% No change 2,063 $396K
Freestone Capital Holdings, LLC 0.01% Add +25.0% 2,057 $395K
Procyon Advisors, LLC 0.03% Reduce -0.9% 2,053 $394K
KKM Financial LLC 0.19% No change 2,049 $393K
Pinnacle Bancorp, Inc. 0.12% Reduce -0.1% 2,036 $391K
Vanguard Personalized Indexing Management, LLC 0.01% No change 2,025 $389K
Villere St Denis J & Co. LLC 0.03% Add +74.8% 2,022 $388K
Keel Point, LLC 0.04% Reduce -20.9% 2,020 $388K
Accredited Investors Inc. 0.02% No change 2,015 $387K
Cadence Bank 0.03% Reduce -6.2% 2,012 $386K
Bantamac Capital, LLC 0.22% New 2,000 $384K
Consilium Wealth Advisory, LLC 0.22% No change 2,000 $384K
Rathbones Group PLC 0.00% No change 2,000 $384K
Athena Investment Management 0.23% No change 1,998 $383K
Passumpsic Savings Bank 0.24% — 1,989 $382K
Carmichael Hill & Associates, Inc. 0.16% No change 1,984 $381K
Thrive Wealth Management, LLC 0.08% Reduce -0.8% 1,984 $381K
Angeles Wealth Management, LLC 0.04% No change 1,978 $380K
Elm Partners Management LLC 0.03% New 1,972 $378K
West Financial Advisors, LLC 0.08% No change 1,964 $377K
Sheaff Brock Investment Advisors, LLC 0.03% Reduce -11.2% 1,964 $377K
DGS Capital Management, LLC 0.11% Add +17.5% 1,958 $376K
OneAscent Financial Services LLC 0.04% Add +17.1% 1,954 $375K
Evercore Wealth Management, LLC 0.01% No change 1,946 $373K
Valmark Advisers, Inc. 0.01% Add +3.7% 1,940 $372K
Adamsbrown Wealth Consultants LLC 0.15% No change 1,936 $371K
Sapient Capital LLC 0.01% Add +1.9% 1,932 $371K
Appleton Partners Inc. 0.03% Reduce -4.9% 1,928 $370K
Marco Investment Management LLC 0.03% No change 1,922 $369K
Wilson & Boucher Capital Management, LLC 0.29% New 1,921 $369K
Murphy, Middleton, Hinkle & Parker, Inc. 0.21% Add +0.6% 1,920 $368K
Certuity, LLC 0.03% New 1,903 $365K
CGC Financial Services, LLC 0.19% No change 1,901 $365K
Cidel Asset Management Inc. 0.03% No change 1,900 $365K
Certified Advisory Corp 0.05% Reduce -14.0% 1,899 $364K
Team Hewins, LLC 0.15% Reduce -16.4% 1,899 $364K
Austin Wealth Management, LLC 0.09% Reduce -1.2% 1,927 $362K
Silvercrest Asset Management Group LLC 0.00% Reduce -39.7% 1,888 $362K
Strategic Financial Concepts, LLC 0.09% New 1,885 $362K
Skyline Advisors, Inc. 0.16% Add +8.7% 1,883 $361K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.09% New 1,878 $360K
BLB&B Advisors, LLC 0.02% Add +4.9% 1,873 $359K
Nicolet Advisory Services, LLC 0.04% Reduce -59.1% 1,898 $359K
Summit Financial Strategies, Inc. 0.05% Add +0.5% 1,867 $358K
Next Level Private LLC 0.16% Reduce -0.2% 1,865 $358K
Capital Advisors, Ltd. LLC 0.05% Add +0.4% 1,859 $357K
Kanawha Capital Management LLC 0.03% Add +0.8% 1,857 $356K
Summit Trail Advisors, LLC 0.01% Add +3.6% 1,857 $356K
New Hampshire Trust 0.08% Add +59.0% 1,854 $356K
Twin Focus Capital Partners, LLC 0.07% No change 1,850 $355K
Park Edge Advisors, LLC 0.10% Add +0.1% 1,846 $354K
BOK Financial Private Wealth, Inc. 0.03% Reduce -1.2% 1,845 $354K
SteelPeak Wealth, LLC 0.02% Reduce -7.3% 1,844 $354K
Stock Yards Bank & Trust Co. 0.01% No change 1,844 $354K
Solutions 4 Wealth, Ltd 0.99% No change 1,841 $353K
American Trust 0.03% Reduce -46.3% 1,831 $351K
Melfa Wealth Management, Inc. 0.25% Add +14.6% 1,824 $350K
Bell Investment Advisors, Inc 0.07% Add +2.6% 1,822 $350K
Barnes Pettey Financial Advisors, LLC 0.30% Add +0.4% 1,818 $349K
Pinnacle Associates Ltd. 0.01% Reduce -29.9% 1,809 $347K
Client 1ST Advisory Group, LLC 0.16% No change 1,806 $347K
Accurate Wealth Management, LLC 0.10% Reduce -1.6% 1,931 $346K
HBW Advisory Services LLC 0.06% No change 1,924 $346K
Tsfg, LLC 0.09% Reduce -61.3% 1,798 $345K
Jag Capital Management, LLC 0.05% Reduce -27.7% 1,791 $344K
Harbor Investment Advisory, LLC 0.04% Add +90.1% 1,783 $342K
HSBC Holdings PLC 0.00% Reduce -52.1% 1,774 $340K
Curi Capital, LLC 0.01% Add +41.9% 1,770 $340K
Wells Financial Advisors INC 0.23% No change 1,763 $338K
Weik Capital Management 0.14% No change 1,750 $336K
Sterling Investment Counsel, LLC 0.15% Reduce -0.7% 1,746 $335K
Householder Group Estate & Retirement Specialist, LLC 0.10% Add +2.0% 1,745 $335K
Grand Wealth Management, LLC 0.16% No change 1,743 $334K
GTS Securities LLC 0.01% New 1,731 $332K
Five Oceans Advisors 0.17% Reduce -58.2% 1,717 $330K
Total Investment Management Inc. 0.04% Reduce -3.9% 1,716 $329K
Hazlett, Burt & Watson, Inc. 0.20% Reduce -0.2% 1,706 $328K
BTS Asset Management, Inc. 0.27% Reduce -8.8% 1,716 $328K
Lifeworks Advisors, LLC 0.09% Reduce -28.6% 1,707 $328K
Fidelis Capital Partners, LLC 0.05% Add +4.3% 1,675 $321K
Obsidian Personal Planning Solutions LLC 0.21% Reduce -20.2% 1,776 $320K
CM Wealth Advisors LLC 0.09% No change 1,711 $319K
Connecticut Wealth Management, LLC 0.02% Reduce -20.6% 1,653 $317K
LPWM LLC 0.12% Add +6.8% 1,716 $317K
Hill Investment Group Partners, LLC 0.04% Add +0.3% 1,642 $315K
Mattern Capital Management, LLC 0.04% No change 1,638 $314K
Evensky & Katz LLC 0.02% Add +6.8% 1,636 $314K
HHM Wealth Advisors, LLC 0.05% No change 1,632 $313K
Guardian Wealth Advisors, LLC / NC 0.04% Reduce -24.6% 1,630 $313K
JPL Wealth Management, LLC 0.17% New 1,627 $312K
Lakewood Asset Management LLC 0.21% Add +1.2% 1,624 $312K
Unionview, LLC 0.26% Add +45.1% 1,622 $311K
Benchmark Wealth Management, LLC 0.17% Add +0.2% 1,620 $311K
Amplius Wealth Advisors, LLC 0.03% Reduce -1.9% 1,618 $310K
Mezzasalma Advisors, LLC 0.15% Reduce -15.3% 1,616 $310K
Voya Financial Advisors, Inc. 0.04% Reduce -5.2% 1,613 $308K
Regent Peak Wealth Advisors LLC 0.08% Add +11.7% 1,602 $307K
AQR Capital Management 0.00% Add +22.2% 1,597 $306K
Coppell Advisory Solutions Corp. 0.06% — 1,596 $306K
Capital Investment Advisors, LLC 0.01% Add +34.7% 1,594 $306K
Ceera Investments, LLC 0.13% No change 1,588 $305K
Prosperity Consulting Group, LLC 0.04% New 1,586 $304K
Rovin Capital /Ut/ 0.12% Add +0.7% 1,585 $304K
1ST Source Bank 0.02% No change 1,583 $304K
High Net Worth Advisory Group LLC 0.10% New 1,574 $302K
Accel Wealth Management 0.13% No change 1,573 $302K
Cascade Financial Partners, LLC 0.04% — 1,656 $301K
Good Life Advisors, LLC 0.03% Reduce -40.0% 1,565 $300K
Wolf Group Capital Advisors 0.14% No change 1,810 $299K
Willis Johnson & Associates, Inc. 0.03% Add +1.5% 1,552 $298K
Signaturefd, LLC 0.01% Add +19.6% 1,551 $298K
Westmount Partners, LLC 0.11% Add +17.3% 1,550 $297K
Blankinship & Foster, LLC 0.08% Reduce -1.7% 1,549 $297K
Gilliland Jeter Wealth Management LLC 0.10% No change 1,536 $295K
Fisher Asset Management 0.00% Reduce -43.5% 1,528 $293K
Argent Advisors, Inc. 0.12% No change 1,525 $293K
Legacy Bridge, LLC 0.17% No change 1,518 $291K
QRG Capital Management, Inc. 0.00% Reduce -16.8% 1,505 $289K
Schrum Private Wealth Management LLC 0.26% No change 1,504 $289K
Punch & Associates Investment Management, Inc. 0.02% Reduce -84.4% 1,503 $288K
Robinson Smith Wealth Advisors LLC 0.28% Add +0.1% 1,500 $288K
Summit Asset Management, LLC 0.03% No change 1,500 $288K
Horizon Investment Services, LLC 0.14% No change 1,498 $287K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Reduce -2.9% 1,495 $287K
Willow Creek Wealth Management Inc. 0.03% No change 1,481 $284K
Sage Capital Advisors,llc 0.08% Add +14.9% 1,471 $282K
Cedrus LLC 0.15% Reduce -2.3% 1,464 $281K
Colonial Trust Co / SC 0.05% No change 1,464 $281K
Integral Investment Advisors, Inc. 0.12% New 1,470 $281K
Marcum Wealth, LLC 0.03% Reduce -4.4% 1,457 $280K
Yoder Wealth Management, Inc. 0.18% No change 1,450 $278K
Trivant Custom Portfolio Group, LLC 0.18% No change 1,450 $278K
Watershed Private Wealth LLC 0.12% Reduce -18.6% 1,442 $277K
Lwmg, LLC 0.06% Reduce -17.8% 1,427 $274K
LJI Wealth Management, LLC 0.07% Add +6.4% 1,426 $274K
Private Ocean, LLC 0.03% No change 1,418 $272K
Hibernia Wealth Partners, LLC 0.18% New 1,414 $271K
TFC Financial Management, Inc. 0.05% Add +0.1% 1,414 $271K
Barlow Wealth Partners, LLC 0.04% No change 1,478 $269K
Ameliora Wealth Management Ltd. 0.12% New 1,400 $269K
Tyler-Stone Wealth Management 0.12% Reduce -6.4% 1,394 $268K
Mayfair Advisory Group, LLC 0.19% Add +5.7% 1,391 $267K
TruWealth Advisors, LLC 0.02% Add +0.7% 1,389 $267K
Bogart Wealth, LLC 0.01% No change 1,380 $265K
Creekmur Asset Management LLC 0.09% Reduce -14.6% 1,380 $265K
Winthrop Advisory Group LLC 0.04% Add +5.3% 1,375 $264K
Holland Advisory Services, Inc. 0.29% Reduce -3.4% 1,374 $264K
Graypoint LLC 0.02% Reduce -5.0% 1,374 $264K
BluePointe Capital Management, LLC 0.18% No change 1,373 $263K
Eudaimonia Partners, LLC 0.06% New 1,373 $263K
Delta Financial Group, Inc. 0.08% Add +2.2% 1,373 $263K
Warwick Investment Management, Inc. 0.06% Reduce -5.2% 1,369 $263K
Ritholtz Wealth Management 0.01% Reduce -12.3% 1,363 $262K
W.H. Cornerstone Investments Inc. 0.19% Add +0.5% 1,363 $261K
Guardian Wealth Management, Inc. 0.20% Add +4.1% 1,360 $261K
American National Bank & Trust 0.03% Add +562.4% 1,358 $261K
Milestone Investment Advisors LLC 0.07% No change 1,351 $259K
Woodard & Co. Asset Management Group Inc. 0.07% No change 1,350 $259K
Gray Wealth Management Inc. 0.12% No change 1,349 $259K
Investment Advisory Group, LLC 0.11% No change 1,340 $257K
Sage Financial Management Group, Inc. 0.12% No change 1,334 $256K
Coastwise Capital Group, LLC 0.24% Add +8.7% 1,332 $256K
First Foundation Advisors 0.01% Reduce -4.9% 1,330 $255K
Roman Butler Fullerton & Co. 0.10% Add +0.1% 1,406 $254K
TruNorth Capital Management, LLC 0.09% — 1,323 $254K
Southland Equity Partners LLC 0.07% Add +10.3% 1,319 $253K
Columbia Asset Management 0.05% No change 1,408 $253K
Claris Advisors, LLC / Mo / 0.13% No change 1,315 $252K
Sebold Capital Management, Inc. 0.17% No change 1,308 $251K
Lodestar Private Asset Management LLC 0.04% Add +2.2% 1,308 $251K
Passive Capital Management, LLC. 0.10% No change 1,307 $251K
Defined Wealth Management, LLC 0.18% Reduce -33.5% 1,303 $250K
Headinvest, LLC 0.05% New 1,300 $249K
Fonville Wealth Management LLC 0.11% Add +14.7% 1,300 $249K
Addison Advisors LLC 0.09% Add +0.1% 1,298 $249K
Gradient Investments LLC 0.01% Reduce -34.5% 1,293 $248K
Rothschild Capital Partners, LLC 0.07% New 1,270 $244K
BetterWealth, LLC 0.08% Add +0.5% 1,266 $243K
Claro Advisors Inc. 0.04% Reduce -8.2% 1,258 $241K
Bfsg, LLC 0.03% Add +438.6% 1,255 $241K
International Assets Investment Management, LLC 0.03% Reduce -0.9% 1,267 $241K
FSM Wealth Advisors, LLC 0.09% Reduce -28.9% 1,249 $240K
Shared Vision Wealth Group LLC 0.15% No change 1,244 $239K
Clear Creek Financial Management, LLC 0.03% New 1,241 $238K
Key Financial Inc 0.06% No change 1,238 $238K
New England Private Wealth Advisors LLC 0.04% Add +0.5% 1,243 $236K
Von Berge Wealth Management Group, LLC 0.15% No change 1,229 $236K
Imprint Wealth LLC 0.06% New 1,230 $234K
Schneider Downs Wealth Management Advisors, LP 0.05% Reduce -7.8% 1,218 $234K
Independent Family Office, LLC 0.13% No change 1,217 $234K
NDVR, Inc. 0.22% New 1,215 $233K
Smithbridge Asset Management Inc. 0.05% No change 1,210 $232K
Harbour Capital Advisors, LLC 0.06% No change 1,237 $232K
SilverOak Wealth Management LLC 0.06% New 1,203 $231K
Advisory Services & Investments, LLC 0.16% No change 1,190 $228K
Acas, LLC 0.22% Reduce -49.0% 1,189 $228K
North Star Asset Management Inc. 0.01% Add +1.2% 1,185 $227K
L. Roy Papp & Associates, LLP 0.03% Add +0.5% 1,182 $227K
Global Assets Advisory, LLC 0.14% New 1,193 $227K
Jeppson Wealth Management, LLC 0.09% Reduce -2.1% 1,173 $225K
Rehmann Capital Advisory Group 0.02% Add +0.3% 1,170 $225K
Litman Gregory Wealth Management LLC 0.02% New 1,169 $224K
United Bank 0.03% New 1,168 $224K
Romano Brothers and Company 0.03% No change 1,165 $224K
Midland Wealth Advisors, LLC 0.01% No change 1,155 $222K
Andrews, Lucia Wealth Management LLC 0.16% Add +0.5% 1,154 $221K
Paragon Advisors, LLC 0.09% New 1,149 $221K
Madrona Financial Services, LLC 0.08% New 1,141 $219K
Proffitt & Goodson Inc. 0.04% Reduce -23.8% 1,128 $216K
Lazari Capital Management, Inc. 0.12% Add +0.4% 1,118 $215K
Plan Group Financial, LLC 0.14% Reduce -3.3% 1,113 $214K
RDA Financial Network 0.07% No change 1,112 $213K
LRI Investments, LLC 0.05% — 1,108 $213K
Seven Mile Advisory 0.16% New 1,106 $212K
Rise Advisors, LLC 0.11% Reduce -12.4% 1,106 $212K
VitalStone Financial, LLC 0.16% Add +0.4% 1,100 $211K
Prudent Investors Network, Inc. 0.08% — 1,086 $208K
Wealth Group, Ltd. 0.16% — 1,084 $208K
Russell Investments Group, Ltd. 0.00% Add +119.7% 1,081 $207K
Cornerstone Planning Group LLC 0.06% Reduce -1.2% 1,125 $207K
Archer Investment Corp 0.06% No change 1,076 $206K
Wintrust Investments LLC 0.02% Reduce -3.5% 1,072 $206K
Core Wealth Partners LLC 0.16% New 1,073 $206K
Forvis Mazars Wealth Advisors, LLC 0.01% New 1,071 $206K
Cobblestone Capital Advisors LLC 0.01% New 1,071 $206K
Laird Norton Wetherby Wealth Management, LLC 0.01% New 1,070 $205K
Venture Visionary Partners LLC 0.01% Reduce -9.6% 1,070 $205K
Jackson, Grant Investment Advisers, Inc. 0.08% Add +0.5% 1,067 $205K
New Republic Capital, LLC 0.13% No change 1,065 $204K
Meritage Portfolio Management 0.01% New 1,063 $204K
Prosperitas Financial LLC 0.13% New 1,060 $203K
Cove Private Wealth, LLC 0.18% Reduce -20.8% 1,050 $201K
Sittner & Nelson, LLC 0.10% Add +2.1% 1,049 $201K
BlackRock Inc. 0.00% Add +37.6% 1,047 $201K
Chico Wealth RIA 0.19% Reduce -13.8% 1,047 $201K
Advantage Trust Co 0.14% No change 1,000 $192K
Community Bank, N.A. 0.03% No change 1,000 $192K
Lanark Financial, Inc. 0.02% Reduce -14.6% 989 $189K
Brown Brothers Harriman & Co. 0.00% Reduce -14.8% 961 $184K
Sandy Spring Bank 0.01% Add +42.6% 924 $177K
Insight Inv LLC 0.15% Add +12.2% 918 $176K
First PREMIER Bank 0.05% No change 910 $175K
West Paces Advisors Inc. 0.05% Add +0.4% 909 $174K
TD Capital Management LLC 0.02% No change 880 $169K
Logan Capital Management Inc. 0.01% No change 869 $167K
Rothschild Investment LLC 0.01% Add +2.4% 858 $165K
Capital Investment Advisory Services, LLC 0.02% Reduce -28.3% 847 $163K
Mowery & Schoenfeld Wealth Management, LLC 0.31% No change 844 $162K
Bare Financial Services, Inc 0.15% Add +149.2% 877 $158K
WealthCollab, LLC 0.12% No change 818 $157K
Financial Gravity Asset Management, Inc. 0.04% Reduce -0.7% 845 $152K
McIlrath & Eck, LLC 0.02% Add +1.3% 711 $136K
Crewe Advisors LLC 0.02% Reduce -0.4% 691 $133K
Atlantic Private Wealth, LLC 0.11% No change 672 $129K
Gen-Wealth Partners Inc 0.06% — 668 $128K
Benjamin Edwards Inc. 0.03% Add +1.4% 669 $128K
PSI Advisors, LLC 0.05% No change 659 $126K
Alaska Wealth Advisors, LLC 0.02% Add +2.8% 636 $122K
EnRich Financial Partners LLC 0.04% New 621 $119K
National Bank of Canada 0.00% Add +6.4% 631 $119K
Lazard Asset Management LLC 0.00% No change 610 $117K
ICA Group Wealth Management, LLC 0.02% Add +42.4% 608 $117K
Founders Financial Alliance, LLC 0.04% Add +14.1% 607 $116K
Field & Main Bank 0.04% Reduce -14.3% 600 $115K
Clarkston Capital Partners, LLC 0.00% No change 586 $112K
Barclays PLC 0.00% No change 540 $104K
SJS Investment Consulting Inc. 0.02% Reduce -3.7% 526 $101K
SYM FINANCIAL Corp 0.02% Add +5.2% 526 $101K
Oxford Financial Group, LTD. LLC 0.01% Add +74.7% 524 $101K
Investors Research Corp 0.02% No change 514 $99K
Retirement Group, LLC 0.04% Reduce -11.4% 513 $98K
Bradley & Co. Private Wealth Management, LLC 0.08% No change 506 $97K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 500 $96K
Glen Eagle Advisors, LLC 0.02% No change 496 $95K
Sachetta, LLC 0.04% No change 525 $94K
Tidemark, LLC 0.05% Reduce -32.7% 466 $89K
Bruce G. Allen Investments, LLC 0.07% Add +1004.8% 464 $89K
WASHINGTON TRUST Co 0.00% Add +141.6% 459 $88K
JFS Wealth Advisors, LLC 0.01% Add +64.1% 448 $86K
CoreCap Advisors, LLC 0.00% New 440 $84K
Horizon Financial Services, LLC 0.05% New 426 $82K
TCTC Holdings, LLC 0.00% Add +7.1% 422 $81K
JDM Financial Group LLC 0.06% No change 405 $78K
Mogy Joel R Investment Counsel Inc. 0.01% No change 400 $77K
Van Den Berg Management I, Inc. 0.02% No change 369 $71K
Howe & Rusling Inc. 0.01% Add +32.6% 366 $70K
Provident Wealth Management, LLC 0.03% No change 357 $69K
Red Lighthouse Investment Management, LLC 0.03% No change 334 $64K
Cape Investment Advisory, Inc. 0.03% Reduce -5.3% 320 $61K
Valley National Advisers Inc. 0.01% No change 320 $61K
Beacon Capital Management, LLC 0.01% Reduce -29.7% 315 $60K
First Command Advisory Services, Inc. 0.00% Reduce -7.0% 305 $59K
Dixon Mitchell Investment Counsel Inc. 0.00% New 300 $58K
Keener Financial Planning LLC 0.04% No change 295 $57K
Indiana Trust & Investment Management Co 0.02% No change 293 $56K
Thompson Investment Management, Inc. 0.01% No change 288 $55K
Orion Capital Management LLC 0.03% No change 278 $53K
Pacific Center for Financial Services 0.02% No change 277 $53K
IAG Wealth Partners, LLC 0.01% Reduce -10.5% 255 $49K
Garland Capital Management Inc. 0.03% No change 254 $49K
CBIZ Investment Advisory Services, LLC 0.00% New 248 $48K
Global Wealth Strategies & Associates 0.02% Add +30.2% 237 $45K
Horrell Capital Management, Inc. 0.01% No change 232 $45K
Perritt Capital Management Inc 0.02% Add +0.4% 233 $45K
Palisade Asset Management, LLC 0.00% New 228 $44K
MeadowBrook Investment Advisors LLC 0.04% No change 225 $43K
JNBA Financial Advisors 0.00% Add +5.2% 222 $43K
Abound Wealth Management 0.02% Add +13.4% 220 $42K
Jackson Hole Capital Partners, LLC 0.01% No change 215 $41K
Element Wealth, LLC 0.02% Add +0.5% 214 $41K
American Capital Advisory, LLC 0.04% Add +16.5% 254 $40K
Cardinal Strategic Wealth Guidance 0.02% No change 210 $40K
Park Place Capital Corp 0.01% Add +0.5% 205 $39K
Armstrong Advisory Group, Inc. 0.00% No change 214 $39K
Venturi Wealth Management, LLC 0.00% Reduce -0.5% 198 $38K
Johnson Financial Group, Inc. 0.00% Add +2.6% 198 $38K
Ruedi Wealth Management, Inc. 0.02% Reduce -19.8% 198 $38K
LifeSteps Financial, Inc. 0.03% New 192 $37K
Matrix Private Capital Group LLC 0.02% Reduce -68.4% 190 $36K
Motco 0.00% New 190 $36K
Global Financial Private Client, LLC 0.02% No change 190 $36K
Deutsche Bank AG 0.00% Reduce -35.1% 187 $36K
Pacific Capital Wealth Advisors, Inc. 0.01% Add +18.4% 167 $32K
Operose Advisors LLC 0.01% Reduce -30.3% 166 $32K
Northwest Capital Management Inc 0.01% No change 158 $30K
Main Street Group, LTD 0.01% No change 159 $30K
Blue Bell Private Wealth Management, LLC 0.01% No change 154 $30K
Smartleaf Asset Management LLC 0.01% Reduce -2.5% 153 $29K
Davis Capital Management 0.03% No change 148 $28K
Caldwell Sutter Capital, Inc. 0.01% No change 143 $27K
Delta Asset Management LLC 0.00% No change 143 $27K
Highlander Capital Management, LLC 0.01% No change 140 $27K
Aspire Private Capital, LLC 0.01% Add +9.4% 140 $27K
FSA Wealth Management LLC 0.01% No change 139 $27K
TD Waterhouse Canada Inc. 0.00% Reduce -28.6% 105 $26K
Provenance Wealth Advisors, LLC 0.00% Add +103.0% 134 $26K
Morling Financial Advisors, LLC 0.01% No change 134 $26K
DT Investment Partners, LLC 0.00% Add +130.9% 127 $24K
Marquette Asset Management, LLC 0.00% No change 124 $24K
Private Capital Management LLC 0.01% Add +26.0% 121 $23K
LGT Financial Advisors LLC 0.03% Add +0.9% 116 $22K
Hantz Financial Services, Inc. 0.00% New 114 $22K
Impact Partnership Wealth, LLC 0.01% Reduce -46.4% 111 $21K
Fairman Group, LLC 0.02% No change 107 $21K
Laffer Tengler Investments, Inc. 0.01% New 106 $20K
Broadwater Capital Management LLC 0.01% No change 100 $19K
MilWealth Group LLC 0.01% No change 100 $19K
EMC Capital Management 0.01% No change 100 $19K
Private Wealth Management Group, LLC 0.01% Reduce -2.1% 94 $18K
M&R Capital Management Inc. 0.00% No change 94 $18K
Albion Financial Group 0.00% No change 91 $17K
Highline Wealth Partners LLC 0.01% No change 90 $17K
Valley Wealth Managers, Inc. 0.00% No change 90 $17K
Mb, Levis & Associates, LLC 0.01% Add +160.6% 86 $17K
Castleview Partners, LLC 0.01% Add +9.1% 84 $16K
Richard W. Paul & Associates, LLC 0.01% No change 83 $16K
Western Pacific Wealth Management, LP 0.01% New 82 $16K
Pineridge Advisors LLC 0.01% Add +35.0% 81 $16K
NFSG Corp 0.01% Reduce -35.2% 81 $16K
Naples Money Management LLC 0.02% New 79 $15K
Fuller & Thaler Asset Management, Inc. 0.00% Reduce -63.9% 78 $15K
Union Savings Bank 0.01% No change 75 $14K
DecisionPoint Financial, LLC 0.01% No change 76 $14K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 72 $14K
Webster Bank, N. A. 0.00% No change 71 $14K
Raleigh Capital Management Inc. 0.01% No change 70 $13K
Mitchell Sinkler & Starr 0.00% New 65 $12K
GPS Wealth Strategies Group, LLC 0.00% No change 65 $12K
CNB Bank 0.01% No change 63 $12K
Roble, Belko & Company, Inc 0.00% Reduce -30.4% 64 $12K
Tompkins Financial Corp. 0.00% No change 62 $12K
Systematic Financial Management LP 0.00% Add +78.1% 57 $11K
Activest Wealth Management 0.01% No change 56 $11K
Mycio Wealth Partners, LLC 0.00% No change 56 $11K
Family Manage LLC 0.00% No change 54 $10K
Fortis Group Advisors, LLC 0.00% Reduce -50.0% 52 $10K
Gleason Group, Inc. 0.00% No change 51 $10K
Clearstead Trust, LLC 0.00% No change 51 $10K
Frazier Financial Advisors, LLC 0.01% No change 49 $9K
Future Financial Wealth Managment LLC 0.01% New 49 $9K
Signature Resources Capital Management, LLC 0.01% No change 50 $9K
Armor Investment Advisors, LLC 0.00% No change 46 $9K
Sound Income Strategies, LLC 0.00% Add +7.9% 41 $8K
Mascoma Wealth Management LLC 0.00% No change 40 $8K
PFG Private Wealth Management, LLC 0.00% No change 39 $7K
Steph & Co. 0.00% New 35 $7K
Concord Wealth Partners 0.00% No change 35 $7K
Vima LLC 0.01% No change 42 $7K
Morris Financial Concepts, Inc. 0.00% No change 32 $6K
Dunhill Financial, LLC 0.00% New 26 $5K
Game Plan Financial Advisors, LLC 0.00% No change 25 $5K
DHJJ Financial Advisors, Ltd. 0.00% No change 22 $4K
Main Management LLC 0.00% No change 21 $4K
Birchbrook, Inc. 0.00% No change 20 $4K
Prestige Wealth Management Group LLC 0.00% Reduce -29.6% 19 $4K
FWL Investment Management, LLC 0.00% No change 18 $3K
NewSquare Capital LLC 0.00% Reduce -20.0% 16 $3K
Westside Investment Management, Inc. 0.00% No change 14 $3K
Global Trust Asset Management, LLC 0.00% No change 13 $3K
Central Pacific Bank - Trust Division 0.00% — 13 $2K
EPG Wealth Management LLC 0.00% No change 12 $2K
Coston, McIsaac & Partners 0.00% No change 15 $2K
Breakwater Investment Management 0.00% — 10 $2K
Northwest Investment Counselors, LLC 0.00% New 10 $2K
Koesten, Hirschmann & Crabtree, INC. 0.00% Add +25.0% 10 $2K
Macroview Investment Management LLC 0.00% No change 9 $2K
Financial Perspectives, Inc 0.00% No change 9 $2K
Independence Bank of Kentucky 0.00% No change 9 $2K
First Personal Financial Services 0.00% New 7 $1K
Sunbelt Securities, Inc. 0.00% Add +40.0% 7 $1K
St Germain D J Co. Inc. 0.00% Reduce -33.3% 6 $1K
Pacifica Partners Inc. 0.00% No change 6 $1K
Gables Capital Management Inc. 0.00% New 5 $959
Abich Financial Wealth Management LLC 0.00% New 2 $384
Register Financial Advisors LLC 0.00% No change 2 $384
WR Wealth Planners, LLC 0.00% New 1 $192

"% of holder's portfolio" is VBR's weight in each manager's 13F, not the share of Vngrd Mrngst SL-CP Val ETF-U the manager owns.