Vngrd Mrngst SL-CP Val ETF-UVBRETF

13F holders, Q2 2025 (June 30)
1,562holders +34
107new positions
84sold out
5famous investors
$194.31avg. 13F price*

At the end of Q2 2025, 1,562 institutions reported holding Vngrd Mrngst SL-CP Val ETF-U (VBR) in their 13F filings, up 34 from Q1 2025. 107 opened new positions and 84 sold out. The largest holders were Bank of America Corp. ($3.0B), Assetmark, Inc. ($850.3M) and Morgan Stanley ($753.8M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Vngrd Mrngst SL-CP Val ETF-U
Filed as
VANGUARD INDEX FDS (Q2 2025)
CUSIP
922908611
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions107$209.1M
Exits84$107.9M

All 13F filers, Q1 2025 → Q2 2025: 4,140,989 shares bought and 5,848,919 shares sold, net −1,707,930 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,562 holders

Bank of America Corp. 0.24% Reduce -10.4% 15,229,662 $3.0B
Assetmark, Inc. 2.01% Add +4.5% 4,360,477 $850.3M
Morgan Stanley 0.05% Reduce -1.7% 3,865,623 $753.8M
Betterment LLC 1.33% Reduce -4.5% 3,200,471 $624.1M
Wells Fargo & Company 0.08% Add +0.6% 1,809,616 $352.9M
Envestnet Asset Management Inc. 0.10% Reduce -4.0% 1,703,138 $332.1M
UBS Group AG 0.07% Reduce -2.2% 1,633,911 $318.6M
Aspiriant, LLC 9.20% Reduce -3.8% 1,483,454 $289.3M
LPL Financial LLC 0.09% Add +3.4% 1,436,793 $280.2M
Sei Investments Co. 0.32% Add +3.0% 1,426,827 $278.3M
Captrust Financial Advisors 0.49% Reduce -35.1% 1,136,586 $221.6M
Jones Financial Companies LLLP 0.16% Reduce -19.0% 1,062,970 $208.1M
Raymond James Financial Inc. 0.06% Reduce -4.5% 923,880 $180.2M
Cetera Investment Advisers 0.29% Add +22.6% 880,807 $171.8M
Mather Group, Llc. 1.82% Reduce -0.4% 873,500 $170.3M
HighTower Advisors, LLC 0.20% Add +6.3% 821,531 $160.2M
Osaic Holdings, Inc. 0.28% Add +67.1% 812,288 $156.3M
Allworth Financial LP 0.74% Add +6.6% 794,775 $155.0M
Tiaa Trust, National Association 0.40% Add +1.0% 782,506 $152.6M
Choreo, LLC 2.13% Reduce -1.8% 777,889 $152.4M
PNC Financial Services Group, Inc. 0.10% Reduce -2.2% 780,538 $152.2M
JPMorgan Chase & Co. 0.01% Add +15.2% 747,328 $145.7M
Ameriprise Financial Inc. 0.04% Reduce -5.2% 739,019 $144.6M
Focus Partners Wealth 0.30% Add +4.9% 700,565 $136.7M
Commonwealth Equity Services, LLC 0.17% Reduce -11.0% 665,646 $129.8M
Efficient Advisors, LLC 7.09% Add +7.5% 610,689 $119.1M
Royal Bank of Canada 0.02% Add +3.7% 503,565 $98.2M
Wealth Enhancement Advisory Services, LLC 0.16% Add +47.0% 480,301 $96.9M
Mill Creek Capital Advisors, LLC 2.09% Reduce -1.5% 483,605 $94.3M
Rwa Wealth Partners, LLC 1.14% Add +8.0% 467,411 $91.1M
Stephens Group Asset Management, LLC 6.37% Add +12.3% 453,785 $88.5M
Mariner, LLC 0.13% Add +3.9% 452,257 $88.2M
Rockefeller Capital Management L.P. 0.19% Add +4.8% 440,453 $85.9M
Moneta Group Investment Advisors LLC 1.02% Add +11.6% 437,040 $85.2M
Park Avenue Securities LLC 0.72% New 402,203 $78.4M
JMG Financial Group, Ltd. 2.35% Add +39.1% 397,979 $77.6M
Retirement Systems of Alabama 0.27% No change 382,480 $74.6M
Bank of Montreal 0.04% Reduce -7.2% 381,568 $74.4M
Retirement Investment Advisors, Inc. 6.66% Add +7.2% 379,601 $74.0M
United Capital Financial Advisors, LLC 0.59% Reduce -7.4% 372,856 $72.7M
Modera Wealth Management, LLC 0.87% Add +3.3% 362,293 $70.7M
Wealthspire Advisors, LLC 0.39% Add +0.8% 357,106 $69.6M
Goldman Sachs Group Inc. 0.01% Add +9.0% 357,098 $69.6M
Northwestern Mutual Wealth Management Co. 0.05% Add +5.4% 354,686 $69.2M
Stifel Financial Corp. 0.06% Add +2.9% 331,832 $64.7M
Rodgers & Associates, LTD 6.79% Add +4.6% 316,993 $61.8M
1832 Asset Management L.P. 0.11% Add +5.5% 315,854 $61.6M
Bragg Financial Advisors, Inc 2.14% Add +5.3% 306,523 $59.8M
Mokosak Advisory Group, LLC 16.82% Add +2.6% 305,009 $59.5M
Creative Planning 0.05% Reduce -7.0% 297,801 $58.1M
Cresset Asset Management, LLC 0.28% Reduce -9.1% 280,451 $54.9M
Mason Investment Advisory Services, Inc. 2.99% Reduce -0.6% 281,121 $54.8M
Financial Advisory Corp 8.25% Add +2.7% 275,782 $53.8M
Exencial Wealth Advisors, LLC 1.88% Add +4.2% 273,786 $53.4M
Stephens Inc. 0.72% Add +1.7% 270,049 $52.7M
Charles Schwab Investment Management Inc. 0.01% Reduce -0.2% 268,007 $52.3M
Savant Capital, LLC 0.37% Add +1.1% 264,513 $51.6M
Cerity Partners LLC 0.09% Add +5.1% 253,816 $49.5M
Wit, LLC 1.21% New 250,167 $48.8M
Bailard, Inc. 1.12% Add +0.4% 246,697 $48.1M
MML Investors Services, LLC 0.14% Add +0.9% 245,196 $47.8M
Thompson Siegel & Walmsley LLC 0.79% Add +0.1% 238,826 $46.6M
Zhang Financial LLC 2.13% Reduce -3.4% 236,780 $46.2M
Inspirion Wealth Advisors, LLC 5.99% Reduce -1.1% 231,924 $45.2M
Abacus Planning Group, Inc. 5.97% Reduce -5.3% 205,765 $40.1M
Summit Financial, LLC 0.90% Add +6.2% 203,262 $39.8M
Foster Group, Inc. 1.36% Reduce -0.6% 203,956 $39.8M
Truist Financial Corp. 0.06% Reduce -8.3% 203,501 $39.7M
Corient Private Wealth LP 0.05% Reduce -9.9% 198,986 $38.8M
25 LLC 13.71% Add +3.8% 191,385 $37.3M
Equitable Holdings, Inc. 0.30% Add +2.3% 188,102 $36.7M
Comprehensive Financial Management LLC 1.01% No change 184,376 $36.1M
Opal Wealth Advisors, LLC 9.96% Add +6.4% 184,022 $35.9M
Mercer Global Advisors Inc. 0.08% Reduce -23.0% 176,390 $34.4M
Cambridge Investment Research Advisors, Inc. 0.10% Reduce -6.5% 173,386 $33.8M
Strategies Wealth Advisors, LLC 3.64% Add +0.1% 171,025 $33.4M
Merit Financial Group, LLC 0.37% Add +419.5% 169,586 $33.1M
Waldron Private Wealth LLC 1.43% Reduce -0.2% 167,804 $32.9M
Pathstone Holdings, LLC 0.12% Add +83.5% 162,441 $30.2M
Verus Financial Partners, Inc. 3.04% Reduce -49.3% 148,415 $29.9M
Sanctuary Advisors, LLC 0.18% Reduce -2.1% 149,591 $29.2M
Asset Management Group, Inc. 5.08% Reduce -0.9% 149,397 $29.1M
US Bancorp \de 0.04% Add +1.3% 147,872 $28.9M
NewEdge Advisors, LLC 0.14% Add +0.6% 142,693 $27.8M
Comerica Bank 0.11% Add +0.4% 141,141 $27.5M
Focus Partners Advisor Solutions, LLC 0.36% Reduce -0.7% 139,592 $27.2M
Baird Financial Group, Inc. 0.05% Reduce -1.9% 137,603 $26.8M
Northwest Quadrant Wealth Management, LLC 5.88% Add +0.4% 135,194 $26.4M
Wealth Architects, LLC 2.66% Add +5.3% 134,344 $26.2M
Marotta Asset Management 5.20% Reduce -2.9% 133,063 $25.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.59% Add +7.7% 132,699 $25.9M
FMR LLC 0.00% Reduce -20.0% 132,031 $25.7M
McAdam, LLC 1.37% Add +1.4% 128,647 $25.1M
Private Advisor Group, LLC 0.13% Reduce -0.1% 126,038 $24.6M
Brickley Wealth Management 4.74% Add +0.5% 124,223 $24.2M
Kestra Advisory Services, LLC 0.11% Add +8.2% 120,548 $23.5M
Silver Coast Investments LLC 8.35% Add +73.5% 117,826 $23.0M
BHK Investment Advisors, LLC 8.97% Add +1.7% 117,444 $22.9M
Pasadena Private Wealth, LLC 3.92% Reduce -5.8% 117,238 $22.9M
Grey Fox Wealth Advisors, LLC 5.36% Add +4.9% 114,766 $22.5M
Plante Moran Financial Advisors, LLC 1.58% Add +49.1% 115,003 $22.4M
Shakespeare Wealth Management, LLC 5.70% Add +4.1% 109,603 $21.4M
Total Wealth Planning, LLC 2.66% Add +8.5% 107,740 $21.0M
Fiducient Advisors LLC 2.53% Add +86.4% 105,438 $20.7M
ARS Wealth Advisors Group, LLC 2.33% Reduce -1.9% 103,560 $20.2M
Atria Investments, Inc 0.24% Reduce -8.3% 103,130 $20.1M
Beacon Pointe Advisors, LLC 0.21% Add +8.7% 101,497 $19.8M
Partners in Financial Planning 3.62% Add +2.2% 100,573 $19.6M
PDS Planning, Inc 1.46% Reduce -4.9% 100,246 $19.5M
Natixis Advisors, LLC 0.03% Reduce -30.3% 100,061 $19.5M
Retirement Financial Solutions, LLC 6.75% Reduce -4.8% 98,339 $19.2M
Coastline Trust Co 2.19% Reduce -30.0% 97,873 $19.1M
Aaron Wealth Advisors LLC 1.92% Reduce -3.5% 96,575 $18.8M
Avion Wealth 4.20% Add +8.6% 94,436 $18.4M
Studio Investment Management LLC 3.67% Reduce -6.3% 93,413 $18.3M
Avantax Advisory Services, Inc. 0.10% Add +25.8% 93,804 $18.3M
Whitaker-Myers Wealth Managers, LTD. 4.60% Add +10.1% 93,548 $18.2M
NorthCoast Asset Management LLC 0.08% Add +39.8% 93,131 $18.2M
Avior Wealth Management, LLC 0.63% Reduce -0.8% 92,876 $18.1M
TrueWealth Financial Partners 9.55% Add +3.1% 88,775 $17.3M
Fifth Third Bancorp 0.06% Reduce -6.0% 88,474 $17.3M
Gallagher Fiduciary Advisors, LLC 0.66% Reduce -2.9% 87,206 $17.0M
Strategic Investment Advisors / MI 1.62% Add +12.7% 85,269 $16.7M
Empowered Funds, LLC 0.19% Add +1557.9% 85,268 $16.6M
Johnson Investment Counsel Inc. 0.15% Add +1.2% 84,267 $16.4M
Sequoia Financial Advisors, LLC 0.11% Reduce -41.8% 81,670 $15.9M
Glenmede Investment Management, LP 0.08% — 80,551 $15.7M
Hillman Co. 5.82% Reduce -18.6% 78,406 $15.3M
Performa Ltd (US), LLC 4.55% Add +12.0% 77,347 $15.1M
Traveka Wealth, LLC 7.89% Add +1.9% 76,382 $14.9M
Steward Partners Investment Advisory, LLC 0.12% Reduce -11.5% 76,119 $14.8M
Family CFO Inc 7.40% Reduce -0.9% 75,806 $14.8M
LMG Wealth Partners, LLC 3.02% Reduce -0.0% 75,446 $14.7M
Brooklyn FI, LLC 3.72% Add +2.3% 74,489 $14.5M
Quest Investment Management LLC 1.59% No change 74,298 $14.5M
Robinswood Financial LLC 5.07% Reduce -1.0% 73,522 $14.3M
Benjamin Edwards Inc. 0.18% Add +2.4% 73,341 $14.3M
Capital Wealth Management, LLC 5.31% Add +5.5% 73,061 $14.2M
CW Advisors, LLC 0.14% Reduce -22.8% 72,688 $14.2M
Presilium Private Wealth, LLC 2.89% Add +6.7% 72,475 $14.1M
Jacobsen Capital Management 5.13% Add +5.0% 71,423 $13.9M
Bartlett & Co. Wealth Management LLC 0.19% Reduce -0.8% 70,627 $13.8M
Tradition Wealth Management, LLC 1.09% Add +2.8% 70,111 $13.7M
&partners 0.10% Add +19.1% 69,944 $13.7M
Arvest Investments, Inc. 2.04% Add +0.5% 69,582 $13.6M
Phillips Financial Management, LLC 0.97% Reduce -0.7% 68,294 $13.3M
Texas Yale Capital Corp. 0.43% Add +5.3% 67,836 $13.2M
Meridian Wealth Management, LLC 0.56% Add +15.4% 67,089 $13.1M
Apella Capital, LLC 0.35% Add +1.1% 64,066 $12.8M
Peapack Gladstone Financial Corp. 0.18% Reduce -0.3% 63,847 $12.5M
Advisory Services Network, LLC 0.20% Reduce -0.4% 62,308 $12.4M
Ancora Advisors LLC 0.26% Add +2.5% 63,306 $12.3M
BancFirst Trust & Investment Management 5.74% Add +8.0% 63,055 $12.3M
HB Wealth Management, LLC 0.10% Add +5.9% 61,675 $12.0M
Victory Financial Group, LLC 1.90% Add +5.8% 61,280 $12.0M
Cwm, LLC 0.04% Reduce -7.4% 61,225 $11.9M
D.A. Davidson & Co. 0.08% Reduce -7.9% 60,384 $11.8M
Shepherd Financial Partners LLC 1.23% Reduce -11.2% 59,836 $11.7M
Weinberger Asset Management, Inc 4.49% Add +7.7% 59,630 $11.6M
Financial Synergies Wealth Advisors, Inc. 1.26% Reduce -1.6% 59,549 $11.6M
Bank of New York Mellon Corp 0.00% Reduce -9.7% 59,380 $11.6M
Garde Capital, Inc. 0.61% Reduce -0.3% 58,860 $11.5M
Steele Capital Management, Inc. 0.55% Add +24.8% 58,585 $11.5M
Center for Financial Planning, Inc. 1.31% Reduce -76.0% 58,544 $11.4M
Moser Wealth Advisors, LLC 5.48% Reduce -9.4% 58,536 $11.4M
M&T Bank Corp 0.04% Add +17.6% 58,070 $11.3M
Janney Montgomery Scott LLC 0.03% Reduce -26.6% 58,019 $11.3M
Cherry Tree Wealth Management, LLC 2.60% Reduce -0.4% 57,398 $11.2M
Compound Planning, Inc. 0.42% Reduce -14.5% 57,208 $11.2M
Jmac Enterprises LLC 2.38% Add +0.9% 57,051 $11.1M
Almanack Investment Partners, LLC. 1.75% New 56,450 $11.0M
Wharton Business Group, LLC 0.46% Reduce -9.6% 56,305 $11.0M
Praetorian Wealth Management, Inc. 2.52% Reduce -4.2% 56,161 $11.0M
Checchi Capital Advisers, LLC 0.75% Reduce -24.0% 55,508 $10.8M
Sepio Capital, LP 0.76% Reduce -59.8% 54,869 $10.7M
Willis Investment Counsel 0.62% Add +89.1% 54,351 $10.6M
Pure Financial Advisors, LLC 0.19% Reduce -20.6% 54,245 $10.6M
Symmetry Partners, LLC 1.30% Reduce -23.1% 54,126 $10.6M
Fee-Only Financial Planning, L.C. 6.48% Add +0.0% 53,675 $10.5M
SWAN Capital LLC 4.54% Add +95.3% 53,552 $10.4M
Flywheel Private Wealth LLC 8.35% Add +13.5% 53,355 $10.4M
MAI Capital Management 0.07% Reduce -1.3% 53,324 $10.4M
Payne Capital Management, LLC 3.99% Reduce -0.0% 53,062 $10.3M
JBGlobal.com LLC 10.61% Reduce -28.5% 52,374 $10.2M
Veery Capital, LLC 3.50% Add +6.3% 52,221 $10.2M
LMCG Investments, LLC 0.64% Reduce -4.4% 52,084 $10.2M
Baltimore-Washington Financial Advisors, Inc. 0.47% Reduce -8.5% 51,909 $10.1M
Highland Capital Management, LLC 0.55% Reduce -0.5% 51,675 $10.1M
Blair William & Co. 0.03% Reduce -6.5% 51,558 $10.1M
Concurrent Investment Advisors, LLC 0.19% Add +1.3% 50,710 $9.9M
Firestone Capital Management 2.32% Add +3.6% 50,474 $9.8M
Joel Isaacson & Co., LLC 0.39% Add +29.2% 49,452 $9.6M
Gladwyn Financial Advisors, Inc. 7.45% — 49,372 $9.6M
Citadel Advisors 0.01% Add +161.4% 48,867 $9.5M
Lansing Street Advisors 2.83% Add +102.0% 48,578 $9.5M
Capital Advantage, Inc. 1.51% Reduce -38.1% 48,801 $9.5M
Bishop & Co Investment Management, LLC 3.41% Reduce -0.9% 48,697 $9.5M
CX Institutional 0.33% Add +34.0% 48,111 $9.4M
Family Wealth Partners, LLC 3.71% Reduce -3.1% 47,579 $9.3M
Eagle Strategies LLC 1.41% Add +18.2% 47,515 $9.3M
BNP Paribas Financial Markets 0.01% Add +30.2% 47,400 $9.2M
Kestra Private Wealth Services, LLC 0.13% Reduce -1.6% 46,952 $9.2M
Parallel Advisors, LLC 0.18% Add +2.7% 46,895 $9.1M
Cardiff Park Advisors, LLC 0.79% No change 46,624 $9.1M
EP Wealth Advisors, LLC 0.06% Add +3.4% 46,333 $9.0M
One Degree Advisors Inc 3.21% Add +4.9% 46,321 $9.0M
Prosperity Planning, Inc. 3.61% Reduce -3.9% 45,793 $8.9M
Sage Financial Group Inc. 0.66% Add +1.8% 45,779 $8.9M
Pinnacle Financial Partners Inc 0.18% Add +10.2% 45,070 $8.8M
Forbes Financial Planning, Inc. 5.87% Reduce -5.9% 44,574 $8.7M
Facet Wealth, Inc. 0.20% Reduce -12.9% 43,775 $8.7M
DAVENPORT & Co LLC 0.05% Add +3.2% 44,336 $8.6M
Spectrum Investment Advisors, Inc. 5.01% Add +7.3% 44,264 $8.6M
Wrenne Financial Planning LLC 3.98% Add +53.8% 43,596 $8.5M
PrairieView Partners, LLC 0.82% Add +0.4% 43,439 $8.5M
Alliancebernstein L.P. 0.00% Add +5.8% 43,375 $8.5M
Farmers & Merchants Trust Co of Chambersburg PA 2.63% Add +11.4% 43,154 $8.4M
Fifth Third Securities, Inc. 0.63% Add +5.0% 43,103 $8.4M
Shufro Rose & Co. LLC 0.68% Reduce -0.5% 44,932 $8.4M
Cornerstone Wealth Advisors, Inc. 2.11% Reduce -5.6% 41,966 $8.2M
Brown Advisory Inc. 0.01% Add +12.3% 41,777 $8.1M
Silvia McColl Wealth Management, LLC 5.87% Reduce -1.4% 41,435 $8.1M
Black Diamond Financial, LLC 1.25% Reduce -21.9% 41,267 $8.0M
Total Clarity Wealth Management, Inc. 2.30% Add +135.7% 41,251 $8.0M
Mayport, LLC 1.92% Add +11.3% 41,097 $8.0M
Kohmann Bosshard Financial Services, LLC 0.89% Add +0.1% 41,069 $8.0M
AE Wealth Management LLC 0.06% Add +6.3% 40,752 $7.9M
Ifrah Financial Services, Inc. 2.17% Reduce -1.4% 40,735 $7.9M
First American Trust, FSB 0.63% Add +0.1% 40,546 $7.9M
Plum Street Advisors, LLC 3.46% Add +1.5% 40,226 $7.8M
RTD Financial Advisors, Inc. 0.97% Add +10.3% 39,064 $7.6M
Fortis Capital Management LLC 1.18% Add +0.2% 38,886 $7.6M
Farther Finance Advisors, LLC 0.15% Reduce -1.4% 38,814 $7.6M
Bradley Foster & Sargent Inc. 0.12% Reduce -7.8% 38,796 $7.6M
San Luis Wealth Advisors LLC 1.62% New 38,583 $7.5M
Collective Family Office LLC 1.93% Add +1.8% 38,475 $7.5M
Relyea Zuckerberg Hanson LLC 0.88% Reduce -2.1% 38,399 $7.5M
Cornerstone Wealth Management, LLC 0.45% Add +1.4% 38,128 $7.4M
Sterling Wealth Management, Inc. 2.53% — 38,105 $7.4M
Prudential Financial Inc. 0.01% No change 38,003 $7.4M
Courier Capital LLC 0.45% Add +1.4% 37,752 $7.4M
Quent Capital, LLC 0.71% Add +0.3% 37,607 $7.3M
Nicholas Hoffman & Company, LLC. 0.19% Reduce -0.2% 37,417 $7.3M
Koshinski Asset Management, Inc. 0.55% Add +1.9% 37,093 $7.2M
Leeward Financial Partners, LLC 2.28% Reduce -0.2% 36,862 $7.2M
Spinnaker Trust 0.43% Reduce -0.9% 36,793 $7.2M
Noble Family Wealth, LLC 1.74% Add +4.2% 36,495 $7.1M
Whittier Trust Co. 0.09% Add +0.7% 36,404 $7.1M
Old National Bancorp 0.12% Reduce -11.8% 35,967 $7.0M
Towerpoint Wealth, LLC 3.10% Add +4.7% 35,871 $7.0M
Arbor Wealth Advisors LLC 5.63% No change 35,610 $6.9M
Fairway Financial, LLC 5.83% Add +5.7% 35,338 $6.9M
Nabity-Jensen Investment Management Inc 5.06% Add +0.1% 35,175 $6.9M
Granby Capital Management, LLC 3.81% No change 35,000 $6.8M
Aurelius Family Office LLC 3.22% Reduce -1.0% 34,927 $6.8M
Tacita Capital Inc 4.37% Add +2.9% 34,864 $6.8M
GeoWealth Management, LLC 0.26% Add +12.5% 34,793 $6.8M
Atria Wealth Solutions, Inc. 0.15% Reduce -15.5% 34,015 $6.7M
White Lighthouse Investment Management Inc. 1.09% Add +0.4% 34,440 $6.7M
Mosaic Family Wealth Partners, LLC 0.85% Add +6.0% 34,348 $6.7M
Wealthfront Advisers LLC 0.02% Add +9.3% 34,150 $6.7M
Whitegate Investment Counselors, Inc. 2.24% Add +0.2% 33,759 $6.6M
Everhart Financial Group, Inc. 0.76% Add +13.6% 33,721 $6.6M
Cannon Financial Strategists, Inc. 1.03% Add +0.0% 33,503 $6.5M
Chicago Partners Investment Group LLC 0.18% Reduce -1.8% 31,209 $6.4M
Ackerman Capital Advisors, LLC 1.48% Add +24.5% 32,685 $6.4M
American Investment Services, Inc. 1.62% Add +2.3% 32,620 $6.4M
MassMutual Private Wealth & Trust, FSB 0.17% Reduce -8.1% 32,598 $6.4M
Vanguard Group Inc. 0.00% Reduce -2.1% 32,416 $6.3M
Atmos Advisory, LLC 4.03% Reduce -0.9% 32,391 $6.3M
Compass Ion Advisors, LLC 0.68% Reduce -19.5% 32,325 $6.3M
Van Cleef Asset Management,Inc 0.67% Reduce -1.4% 32,075 $6.3M
SOA Wealth Advisors, LLC. 1.14% Reduce -7.5% 354,002 $6.2M
Cornerstone Management, Inc. 1.07% Add +0.5% 31,672 $6.2M
NBT Bank, N.A. 0.42% Add +2.3% 31,529 $6.1M
SkyOak Wealth, LLC 1.22% New 31,166 $6.1M
First Manhattan Co. Llc. 0.02% Add +0.5% 30,635 $6.0M
Arax Advisory Partners 0.27% Reduce -9.7% 23,820 $5.9M
Vise Technologies, Inc. 0.25% — 30,450 $5.9M
Agf Management Ltd. 0.03% Reduce -0.6% 30,385 $5.9M
Quadcap Wealth Management, LLC 0.74% Reduce -0.8% 29,910 $5.8M
Sharper & Granite LLC 2.22% Add +1.6% 29,061 $5.8M
Advisory Alpha, LLC 0.18% Add +3.6% 29,842 $5.8M
Pinnacle Financial Group, LLC / IL 1.93% Add +12.4% 29,508 $5.8M
General Partner, Inc. 3.35% Add +317.7% 29,359 $5.7M
Columbus Macro, LLC 0.70% Add +0.7% 29,173 $5.7M
Tme Financial, Inc. 4.59% Add +57.1% 29,129 $5.7M
OneDigital Investment Advisors LLC 0.06% Reduce -13.4% 28,837 $5.6M
Integrity Alliance, Llc. 0.31% Add +4.8% 28,825 $5.6M
Kavar Capital Partners Group, LLC 0.81% Reduce -0.1% 28,774 $5.6M
Monograph Wealth Advisors, LLC 0.69% Reduce -2.1% 28,557 $5.6M
Elgethun Capital Management 1.12% Add +14.4% 28,515 $5.6M
Cornerstone Advisory, LLC 0.59% Add +0.9% 28,339 $5.5M
Creekside Partners 2.61% Reduce -0.8% 28,153 $5.5M
Quattro Financial Advisors LLC 1.92% Reduce -6.7% 27,958 $5.5M
Nwam LLC 0.32% Add +9.5% 27,635 $5.4M
Elite Financial, Inc. 2.66% Reduce -2.8% 27,324 $5.4M
Mainsail Financial Group, LLC 2.51% Add +2.8% 27,286 $5.4M
Mainsail Asset Management, LLC 3.32% Add +0.0% 27,563 $5.4M
TFB Advisors LLC 1.41% Reduce -2.3% 27,505 $5.4M
Ausdal Financial Partners, Inc. 0.35% Reduce -4.9% 27,231 $5.3M
Prime Capital Investment Advisors, LLC 0.07% Reduce -24.3% 27,226 $5.3M
Brandywine Oak Private Wealth LLC 0.49% Reduce -11.7% 26,901 $5.2M
Regions Financial Corp. 0.04% Add +32.3% 26,739 $5.2M
Chemistry Wealth Management LLC 1.10% Reduce -0.6% 26,379 $5.1M
Northern Trust Corp. 0.00% Add +5.1% 26,008 $5.1M
New Age Alpha Advisors, LLC 0.22% Add +152.1% 25,857 $5.0M
Geneos Wealth Management Inc. 0.12% Add +18.4% 25,783 $5.0M
LifePlan Investment Advisors, Inc. 2.50% Add +0.2% 25,782 $5.0M
Avidian Wealth Enterprises, LLC 0.20% Reduce -0.6% 25,605 $5.0M
Midwest Trust Co 0.07% — 25,578 $5.0M
Stone Summit Wealth LLC 1.54% Reduce -11.5% 25,467 $5.0M
Apollon Wealth Management, LLC 0.10% Reduce -0.6% 25,306 $4.9M
Alpha Omega Wealth Management LLC 0.88% Add +3.7% 25,251 $4.9M
Lam Group, Inc. 3.28% Reduce -1.1% 25,195 $4.9M
Thrive Capital Management, LLC 1.53% New 25,094 $4.9M
First Horizon Advisors, Inc. 0.13% Add +0.2% 24,694 $4.8M
Lutz Financial Services LLC 0.37% Add +1.8% 24,673 $4.8M
Barry Investment Advisors, LLC 1.20% Add +0.0% 24,530 $4.8M
BIP Wealth, LLC 0.29% Add +6.8% 24,541 $4.8M
Vickerman Investment Advisors, Inc. 1.02% Add +16.2% 24,434 $4.8M
KPP Advisory Services LLC 0.78% Reduce -17.7% 24,396 $4.8M
Zeit Capital LLC 3.39% Add +0.8% 24,294 $4.7M
Archford Capital Strategies, LLC 0.60% Add +10.3% 24,243 $4.7M
Signature Estate & Investment Advisors LLC 0.11% Add +33.5% 24,228 $4.7M
CGN Advisors LLC 0.42% Add +2.5% 24,184 $4.7M
Glass Jacobson Investment Advisors llc 1.81% Add +2.0% 24,079 $4.7M
Rockbridge Investment Management, LCC 0.50% Reduce -0.7% 24,057 $4.7M
Peak Retirement Planning, Inc. 1.89% Add +4.6% 24,028 $4.7M
Ervin Investment Management, LLC 2.91% Reduce -2.2% 23,822 $4.6M
E&G Advisors, LLC 1.20% Add +1.7% 23,786 $4.6M
Bay Rivers Group 2.12% Add +1.4% 23,756 $4.6M
Valeo Financial Advisors, LLC 0.11% Add +8.0% 30,771 $4.6M
Sigma Planning Corp 0.14% Add +2.7% 23,696 $4.6M
Associated Banc-Corp 0.13% Add +18.1% 23,539 $4.6M
Ieq Capital, LLC 0.03% Add +4.1% 23,430 $4.6M
Employees' Retirement Fund of the City of Fort Worth 2.08% New 23,400 $4.6M
Perigon Wealth Management, LLC 0.11% Reduce -2.5% 23,383 $4.6M
Cary Street Partners Financial LLC 0.13% Add +92.9% 23,277 $4.5M
Bangor Savings Bank 0.41% Add +0.1% 23,247 $4.5M
Stokes Family Office, LLC 0.48% Add +11.6% 23,236 $4.5M
Commerce Bank 0.03% Add +0.3% 23,178 $4.5M
RFG Advisory, LLC 0.11% Reduce -1.9% 22,930 $4.5M
Rf&l Wealth Management, LLC 2.86% Add +9.2% 22,797 $4.4M
Tenret Co LLC 2.42% Reduce -12.0% 22,704 $4.4M
IHT Wealth Management, LLC 0.12% Add +0.3% 22,535 $4.4M
Goepper Burkhardt LLC 1.61% Reduce -9.4% 22,470 $4.4M
Belpointe Asset Management LLC 0.18% Add +76.0% 22,127 $4.3M
Brighton Jones LLC 0.12% Reduce -2.8% 22,001 $4.3M
Tortoise Investment Management, LLC 0.41% Reduce -0.6% 21,830 $4.3M
Brookstone Capital Management 0.06% Reduce -11.4% 21,766 $4.2M
RFG - Bristol Wealth Advisors, LLC 1.31% New 21,731 $4.2M
Integrated Wealth Concepts LLC 0.04% Reduce -0.5% 21,614 $4.2M
Cambridge Financial Group, LLC 1.57% Reduce -6.5% 21,453 $4.2M
Truepoint, Inc. 0.10% Reduce -12.5% 21,452 $4.2M
Clayton Financial Group LLC 4.93% Reduce -64.4% 21,261 $4.1M
Prospera Financial Services Inc 0.08% Add +55.1% 21,193 $4.1M
Seek First Inc. 3.34% Add +3.9% 21,146 $4.1M
Alhambra Investment Management LLC 2.03% Reduce -57.2% 21,000 $4.1M
Bluespring Wealth Management, LLC 0.39% Reduce -0.7% 20,845 $4.1M
Obsido Oy 3.10% Add +5.5% 20,939 $4.1M
Roof Eidam Maycock Peralta, LLC 1.01% Add +12.0% 20,921 $4.1M
Valpey Financial Services, LLC 2.82% — 20,914 $4.1M
Culbertson A N & Co. Inc. 0.62% Add +5.3% 20,869 $4.1M
Beaumont Asset Management, L.L.C. 2.16% Add +0.1% 20,647 $4.0M
Coldstream Capital Management Inc. 0.07% Reduce -1.9% 20,579 $4.0M
Falcon Wealth Planning 0.41% Reduce -16.9% 20,573 $4.0M
CSM Advisors, LLC 0.12% Reduce -2.0% 20,419 $4.0M
Cahill Financial Advisors Inc. 0.49% Add +5.1% 20,166 $3.9M
Clearstead Advisors, LLC 0.05% Add +4.5% 19,948 $3.9M
Choate Investment Advisors 0.08% Reduce -27.9% 19,847 $3.9M
Summit Wealth & Retirement Planning, Inc. 1.04% Add +0.8% 19,844 $3.9M
Citigroup Inc. 0.00% Reduce -6.4% 19,731 $3.8M
Martel Wealth Advisors LLC 0.71% Add +0.8% 19,531 $3.8M
Trust Point Inc. 0.36% Reduce -34.3% 19,442 $3.8M
Wealthcare Advisory Partners LLC 0.09% Reduce -35.0% 19,438 $3.8M
Cathy Pareto & Associates, Inc. 3.13% Reduce -7.3% 19,416 $3.8M
Diversified Portfolios, Inc. 0.36% Add +41.9% 19,354 $3.8M
Councilor Wealth, LLC 1.75% Add +0.9% 19,172 $3.7M
James Investment Research, Inc. 0.44% Reduce -15.2% 19,146 $3.7M
Atlas Capital Advisors Inc. 0.46% Reduce -51.5% 19,098 $3.7M
BlueSky Wealth Advisors, LLC 0.54% Add +26.6% 19,017 $3.7M
Institute for Wealth Management, LLC. 0.41% Add +211.1% 18,970 $3.7M
CreativeOne Wealth, LLC 0.10% Reduce -4.2% 18,900 $3.7M
Scotia Capital Inc. 0.02% Reduce -1.7% 18,859 $3.7M
LOM Asset Management Ltd 1.24% — 18,840 $3.7M
Wedmont Private Capital 0.16% Reduce -0.6% 18,168 $3.7M
TriaGen Wealth Management LLC 1.10% Reduce -1.0% 18,706 $3.6M
Rialto Wealth Management, LLC 1.01% Reduce -3.4% 18,617 $3.6M
Ascent Group, LLC 0.14% Reduce -0.8% 18,434 $3.6M
Arkadios Wealth Advisors 0.11% Add +5.8% 18,212 $3.6M
Pittenger & Anderson Inc. 0.13% No change 18,055 $3.5M
Cranbrook Wealth Management, LLC 0.75% Add +0.8% 18,048 $3.5M
Tocqueville Asset Management L.P. 0.05% Add +4.6% 18,008 $3.5M
Hilltop National Bank 0.91% — 17,947 $3.5M
Regal Investment Advisors LLC 0.26% Add +8.8% 17,940 $3.5M
Avantax Planning Partners, Inc. 0.11% Reduce -0.6% 17,859 $3.5M
CWA Asset Management Group, LLC 0.15% Reduce -0.0% 17,805 $3.5M
CWC Advisors, LLC. 1.79% Add +1.6% 17,755 $3.5M
Mission Creek Capital Partners, Inc. 0.77% Reduce -9.1% 17,683 $3.4M
Kathleen S. Wright Associates Inc. 1.34% Reduce -17.9% 17,661 $3.4M
Northeast Financial Consultants Inc 0.14% Reduce -6.9% 17,637 $3.4M
FDx Advisors, Inc. 1.05% Reduce -2.7% 17,599 $3.4M
Integrity Wealth Solutions LLC 1.67% Reduce -9.7% 17,538 $3.4M
Index Fund Advisors, Inc. 0.19% Reduce -4.0% 17,441 $3.4M
Marble Harbor Investment Counsel, LLC 0.37% Reduce -1.1% 17,391 $3.4M
UMB Bank, n.a. 0.05% Reduce -2.1% 17,303 $3.4M
Evergreen Private Wealth LLC 1.41% Add +6.3% 17,281 $3.4M
FAS Wealth Partners, Inc. 0.25% Reduce -1.1% 17,173 $3.3M
Fiduciary Family Office, LLC 1.10% No change 17,160 $3.3M
Fiduciary Financial Group, LLC 0.59% Add +3.8% 16,548 $3.3M
Diversify Wealth Management, LLC 0.20% Reduce -0.9% 16,132 $3.3M
Aspen Wealth Strategies, LLC 1.96% New 16,693 $3.3M
Towne Trust Company, N.A 1.13% Add +14.1% 16,652 $3.2M
Stevens Capital Partners 1.16% Add +25.1% 16,356 $3.2M
Echo45 Advisors LLC 2.04% Add +2.4% 16,606 $3.2M
JFS Wealth Advisors, LLC 0.21% No change 16,602 $3.2M
Essex Financial Services, Inc. 0.21% Reduce -4.3% 16,581 $3.2M
WealthShield Partners, LLC 0.39% Add +0.2% 16,566 $3.2M
3Chopt Investment Partners, LLC 0.78% Reduce -0.9% 16,460 $3.2M
NewEdge Wealth, LLC 0.05% Add +69.2% 16,255 $3.2M
Warner Financial, Inc. 1.32% Reduce -7.6% 16,456 $3.2M
Wolff Financial Management LLC 0.83% No change 16,453 $3.2M
Theory Financial LLC 1.22% Reduce -8.6% 16,172 $3.2M
Flow Traders U.S. LLC 0.12% New 16,379 $3.2M
J.W. Cole Advisors, Inc. 0.07% Add +44.5% 16,348 $3.2M
rebel Financial LLC 1.45% — 16,240 $3.2M
Ally Invest Advisors Inc. 0.25% Add +4.1% 16,279 $3.2M
Greenhouse Wealth Management, LLC 2.03% Reduce -8.7% 16,160 $3.2M
Tower Research Capital LLC (TRC) 0.08% New 16,150 $3.1M
Greenup Street Wealth Management LLC 0.55% Add +5.7% 16,142 $3.1M
Lido Advisors, LLC 0.02% Add +157.5% 15,991 $3.1M
Future You Wealth LLC 1.70% Reduce -5.9% 16,063 $3.1M
Baldwin Wealth Partners LLC 0.21% Add +1.0% 16,036 $3.1M
Forza Wealth Management, LLC 1.27% No change 15,924 $3.1M
Susquehanna International Group, LLP 0.00% Reduce -71.0% 15,836 $3.1M
Financial Advisors Network, Inc. 0.47% Add +7.5% 15,818 $3.1M
Midwestern Financial, LLC 2.89% — 15,812 $3.1M
Creative Financial Designs Inc. 0.22% Add +15.8% 15,801 $3.1M
Werba Rubin Papier Wealth Management 0.58% Reduce -1.7% 15,798 $3.1M
Independent Financial Group, LLC 0.08% Add +14.1% 15,766 $3.1M
Envision Financial LLC 2.05% Reduce -0.7% 15,762 $3.1M
Foster & Motley Inc. 0.17% Reduce -5.8% 15,478 $3.0M
Northwest Wealth Management, LLC 0.54% Add +0.3% 15,372 $3.0M
Evanson Asset Management, LLC 0.19% Add +15.3% 15,372 $3.0M
Signet Financial Management, LLC 0.37% Reduce -6.5% 15,285 $3.0M
OLIO Financial Planning 0.94% Add +1.5% 15,284 $3.0M
Ameritas Advisory Services, LLC 0.15% Reduce -15.7% 15,175 $3.0M
Pathway Financial Advisors LLC 0.43% No change 15,133 $3.0M
Heartwood Wealth Advisors LLC 0.31% Add +0.1% 15,038 $2.9M
American Financial & Tax Strategies Inc. 1.51% Reduce -0.9% 15,020 $2.9M
Access Investment Management LLC 0.83% — 15,000 $2.9M
Wells Trecaso Financial Group, LLC 0.90% Reduce -0.2% 14,874 $2.9M
McKinley Carter Wealth Services, Inc. 0.16% Reduce -2.6% 14,850 $2.9M
CENTRAL TRUST Co 0.07% Reduce -0.4% 14,731 $2.9M
Composition Wealth, LLC 0.05% Add +23.7% 14,699 $2.9M
AdvisorNet Financial, Inc 0.18% Reduce -3.9% 14,499 $2.8M
Mission Wealth Management, LP 0.06% Add +215.1% 14,449 $2.8M
Earned Wealth Advisors, LLC 0.55% Add +0.2% 14,442 $2.8M
Linscomb Wealth, Inc. 0.13% Add +0.9% 14,421 $2.8M
Nikulski Financial, Inc. 0.76% Add +1.6% 14,303 $2.8M
MSH Capital Advisors LLC 0.80% Reduce -0.7% 14,287 $2.8M
LS Investment Advisors, LLC 0.40% Reduce -1.3% 14,202 $2.8M
Eclectic Associates Inc. 0.60% Reduce -0.6% 14,182 $2.8M
Verity Asset Management, Inc. 1.32% Reduce -51.6% 14,145 $2.8M
EverSource Wealth Advisors, LLC 0.12% Add +4.2% 14,063 $2.7M
Sageworth Trust Co 0.15% No change 14,057 $2.7M
Spire Wealth Management 0.10% Reduce -8.4% 13,986 $2.7M
Center For Asset Management LLC 1.68% Add +27.1% 13,784 $2.7M
Trust Co of the South 0.48% Add +57.6% 13,928 $2.7M
Financial Freedom, LLC 1.45% Add +0.6% 13,819 $2.7M
NorthLanding Financial Partners, LLC 2.36% Add +11.4% 13,661 $2.7M
Arista Wealth Management, LLC 0.37% Reduce -0.1% 13,613 $2.7M
Pillar Financial Advisors, LLC 1.82% Reduce -0.7% 13,550 $2.6M
Silver Oak Securities, Incorporated 0.22% Reduce -5.1% 13,532 $2.6M
Sonata Capital Group Inc. 1.05% Reduce -1.4% 13,447 $2.6M
Cullen/Frost Bankers, Inc. 0.03% Add +43.6% 13,412 $2.6M
Thrivent Financial for Lutherans 0.01% Reduce -50.3% 13,402 $2.6M
Maryland Capital Advisors Inc. 1.02% Add +3.9% 13,388 $2.6M
Opulen Financial Group LLC 2.14% Add +1.4% 13,360 $2.6M
Capital Advisors Wealth Management, LLC 0.41% Reduce -73.3% 13,355 $2.6M
Waverly Advisors, LLC 0.03% Reduce -3.6% 13,340 $2.6M
O'shaughnessy Asset Management, LLC 0.02% Reduce -2.8% 13,231 $2.6M
O'ROURKE & COMPANY, Inc 1.20% Reduce -8.1% 13,230 $2.6M
Financial Counselors Inc. 3.63% Reduce -66.6% 13,148 $2.6M
Discipline Wealth Solutions, LLC 0.98% Add +157.6% 13,118 $2.6M
Federation des caisses Desjardins du Quebec 0.01% Reduce -1.3% 13,059 $2.5M
Bridge Generations Wealth Management LLC 1.54% No change 13,040 $2.5M
Brown Wealth Management, LLC 0.78% Reduce -34.8% 12,861 $2.5M
WP Advisors, LLC 0.68% Reduce -0.8% 12,771 $2.5M
Stratos Wealth Advisors, LLC 0.13% Add +13.7% 12,746 $2.5M
Beaird Harris Wealth Management, LLC 0.19% Add +26.2% 12,732 $2.5M
Gibraltar Capital Management, Inc. 0.48% Add +6.1% 12,726 $2.5M
Alpine Bank Wealth Management 0.37% Reduce -61.3% 12,685 $2.5M
Plancorp, LLC 0.09% Reduce -0.9% 12,605 $2.5M
Acropolis Investment Management, LLC 0.14% Add +1.3% 12,603 $2.5M
Leavell Investment Management, Inc. 0.11% Reduce -2.5% 12,436 $2.4M
North Star Investment Management Corp. 0.17% No change 12,386 $2.4M
Schneider Downs Wealth Management Advisors, LP 0.36% Add +995.8% 12,350 $2.4M
Roberts Glore & Co. Inc. 0.70% Add +0.1% 12,311 $2.4M
SouthState Bank Corp 0.10% Reduce -2.4% 12,295 $2.4M
Rebalance, LLC 0.16% Reduce -0.1% 12,273 $2.4M
AMG National Trust Bank 0.06% Add +1.3% 12,180 $2.4M
Patriot Investment Management Group, Inc. 0.16% Add +1.9% 12,162 $2.4M
Financial Engines Advisors L.L.C. 0.00% Reduce -13.1% 12,156 $2.4M
B. Riley Wealth Advisors, Inc. 0.11% Reduce -45.8% 11,938 $2.3M
Simmons Bank 0.17% Reduce -8.7% 11,935 $2.3M
Principia Wealth Advisory, LLC 1.98% Reduce -9.0% 11,926 $2.3M
Telos Capital Management, Inc. 0.23% Add +9.0% 11,831 $2.3M
Sterling Financial Planning, Inc. 0.77% Add +0.2% 11,753 $2.3M
Gradient Capital Advisors, LLC 0.68% Reduce -3.6% 11,723 $2.3M
Blue Barn Wealth, LLC 1.08% Add +0.2% 11,710 $2.3M
AQR Capital Management 0.00% Reduce -25.0% 11,551 $2.3M
Tudor Investment Corporation 0.02% New 11,523 $2.2M
Mgo One Seven LLC 0.07% Add +17.3% 11,521 $2.2M
Principal Securities, Inc. 0.04% Reduce -7.8% 11,440 $2.2M
Optima Capital LLC 1.20% Reduce -4.8% 11,373 $2.2M
CJM Wealth Advisers, Ltd. 0.73% Reduce -3.7% 11,238 $2.2M
Global Retirement Partners, LLC 0.05% — 11,149 $2.2M
Ashton Thomas Private Wealth, LLC 0.08% Reduce -70.5% 11,063 $2.2M
IVC Wealth Advisors LLC 1.06% Add +14.5% 11,108 $2.2M
Quantinno Capital Management LP 0.01% Reduce -19.2% 11,060 $2.2M
Sage Mountain Advisors LLC 0.14% No change 11,020 $2.1M
Mustard Seed Financial, LLC 1.54% Add +1.2% 10,956 $2.1M
Fiduciary Advisors, Inc. 1.88% Add +7.0% 10,933 $2.1M
Shayne & Jacobs, LLC 0.70% No change 10,867 $2.1M
Quotient Wealth Partners, LLC 0.06% Reduce -5.0% 10,862 $2.1M
Synovus Financial Corp. 0.03% Add +0.1% 10,681 $2.1M
Seeds Investor LLC 0.49% Reduce -10.4% 10,675 $2.1M
Matisse Capital 0.98% No change 10,652 $2.1M
Aegis Wealth Management LLC 1.24% No change 11,137 $2.1M
Roundview Capital LLC 0.14% Reduce -6.1% 10,635 $2.1M
Wealthspire Retirement, LLC 0.14% Reduce -0.1% 10,632 $2.1M
Tritonpoint Wealth, LLC 0.19% Reduce -0.1% 10,560 $2.1M
Midwest Financial Group LLC 1.09% Add +0.1% 10,604 $2.1M
Bessemer Group Inc. 0.00% Reduce -14.8% 10,595 $2.1M
Keybank National Association 0.01% Reduce -0.1% 10,573 $2.1M
Probity Advisors, Inc. 0.36% Add +25.7% 10,548 $2.1M
Inlight Wealth Management, LLC 1.06% Add +129.6% 10,544 $2.1M
Talon Private Wealth, LLC 0.28% Reduce -23.9% 10,467 $2.0M
SlateStone Wealth, LLC 0.19% Reduce -2.5% 10,342 $2.0M
Pioneer Wealth Management Group 0.75% Add +64.0% 10,325 $2.0M
EWG Elevate Inc. 0.62% Add +26.0% 10,323 $2.0M
RoundAngle Advisors LLC 1.68% Reduce -1.2% 10,291 $2.0M
Mutual Advisors, LLC 0.05% Add +4.5% 9,837 $2.0M
RMR Capital Management, LLC 1.43% Reduce -27.2% 10,240 $2.0M
Newton One Investments LLC 0.63% Reduce -1.6% 10,204 $2.0M
Riversedge Advisors, LLC 0.39% Reduce -19.7% 10,196 $2.0M
Gotham Asset Management 0.01% No change 10,175 $2.0M
Cliftonlarsonallen Wealth Advisors, LLC 0.03% Reduce -0.3% 10,172 $2.0M
Family Legacy, Inc. 0.64% Add +2.0% 10,165 $2.0M
Tobias Financial Advisors, Inc. 0.34% Reduce -10.5% 10,159 $2.0M
Sowell Financial Services LLC 0.08% Add +2.0% 10,155 $2.0M
One Charles Private Wealth Services, LLC 0.56% Reduce -0.4% 10,138 $2.0M
Tranquility Partners, LLC 0.70% Add +0.5% 10,034 $2.0M
TD Private Client Wealth LLC 0.05% Reduce -4.3% 9,991 $1.9M
Moneco Advisors, LLC 0.18% Reduce -4.6% 9,990 $1.9M
GTS Securities LLC 0.09% Add +387.4% 9,918 $1.9M
Factor Wealth Management LTD 0.53% Add +4.1% 9,865 $1.9M
BTC Capital Management, Inc. 0.16% Reduce -1.1% 9,821 $1.9M
Stratos Wealth Partners, LTD. 0.03% Reduce -13.0% 9,804 $1.9M
180 Wealth Advisors, LLC 0.27% Reduce -0.3% 9,788 $1.9M
Iron Horse Wealth Management, LLC 0.56% Reduce -0.6% 9,784 $1.9M
AlphaCore Capital LLC 0.07% Add +168.1% 9,728 $1.9M
Harbour Investments, Inc. 0.05% Reduce -8.6% 9,738 $1.9M
Magnus Financial Group LLC 0.17% Reduce -24.8% 9,723 $1.9M
Wesbanco Bank Inc. 0.06% Add +2.0% 9,607 $1.9M
Walkner Condon Financial Advisors LLC 0.34% Reduce -22.0% 9,553 $1.9M
Kraft Asset Management, LLC 1.73% No change 9,541 $1.9M
CIBC Private Wealth Group LLC 0.00% Add +1.0% 9,516 $1.9M
Farmers & Merchants Investments Inc. 0.05% Reduce -0.5% 9,453 $1.8M
Argent Trust Co 0.07% Reduce -6.5% 9,372 $1.8M
Curtis Advisory Group, LLC 0.46% Reduce -1.1% 9,299 $1.8M
Ofc Financial Planning, LLC 1.92% Reduce -0.4% 9,269 $1.8M
Liberty Wealth Management LLC 0.28% Add +19.9% 9,260 $1.8M
Pine Valley Investments Ltd Liability Co 0.11% Add +1.1% 9,220 $1.8M
Wealthspan Partners, LLC 0.75% Reduce -2.1% 9,212 $1.8M
Thoroughbred Financial Services, LLC 0.12% Reduce -6.0% 9,118 $1.8M
Topsail Wealth Management, LLC 0.32% No change 9,071 $1.8M
Triune Financial Partners, LLC 0.49% Reduce -1.2% 9,103 $1.8M
Manchester Capital Management LLC 0.23% Reduce -65.6% 9,101 $1.8M
USAdvisors Wealth Management, LLC 0.65% Reduce -4.3% 9,034 $1.8M
Bokf, NA 0.03% Reduce -0.1% 8,994 $1.8M
First United Bank & Trust 0.61% Reduce -21.9% 8,993 $1.8M
Windward Private Wealth Management Inc. 0.63% Reduce -0.0% 8,947 $1.7M
Brandes Investment Partners, LP 0.02% Reduce -69.2% 8,932 $1.7M
Guidance Point Advisors, LLC 0.46% No change 8,907 $1.7M
Vance Wealth, LLC 0.59% Reduce -9.3% 8,896 $1.7M
American National Bank & Trust 0.18% Add +63.9% 8,888 $1.7M
Advyzon Investment Management, LLC 0.38% Add +3.4% 8,877 $1.7M
Mesirow Financial Investment Management, Inc. 0.03% Reduce -0.2% 8,861 $1.7M
O'Connor Financial Group LLC 0.75% Reduce -37.0% 8,463 $1.7M
Grove Bank & Trust 0.21% Reduce -24.7% 8,707 $1.7M
Duncker Streett & Co. Inc. 0.31% Reduce -3.8% 8,703 $1.7M
Northwest Capital Management Inc 0.92% Reduce -27.5% 8,679 $1.7M
Investor's Fiduciary Advisor Network, LLC 0.63% Reduce -7.1% 8,670 $1.7M
Breakwater Capital Group 0.27% Add +5.1% 8,555 $1.7M
Compton Wealth Advisory Group, LLC 0.42% Add +1.4% 8,547 $1.7M
PBMares Wealth Management LLC 0.30% Reduce -0.1% 8,485 $1.7M
Community Financial Services Group, LLC 0.33% Reduce -14.8% 8,477 $1.7M
CVA Family Office, LLC 0.23% Reduce -5.5% 8,447 $1.6M
Precision Wealth Strategies, LLC 0.53% New 8,421 $1.6M
Victory Capital Management Inc. 0.00% No change 8,408 $1.6M
Chapin Davis, Inc. 0.45% Add +0.5% 8,395 $1.6M
NorthRock Partners, LLC 0.04% Add +37.5% 8,312 $1.6M
Parsons Capital Management Inc. 0.10% Add +2.5% 8,335 $1.6M
InvesTrust 0.63% Reduce -0.2% 8,314 $1.6M
City State Bank 0.51% Reduce -2.1% 8,268 $1.6M
Paragon Capital Management Ltd 0.29% Reduce -5.5% 8,201 $1.6M
Insigneo Advisory Services, LLC 0.14% Reduce -1.8% 8,131 $1.6M
HRT Financial LP 0.01% New 8,042 $1.6M
IFP Advisors, Inc 0.04% Reduce -56.9% 7,986 $1.6M
Trust Co. of Vermont 0.07% Reduce -8.8% 7,980 $1.6M
Market Street Wealth Management Advisors LLC 0.25% Reduce -1.7% 7,965 $1.6M
Marino, Stram & Associates LLC 0.31% New 7,932 $1.5M
McGlone Suttner Wealth Management, Inc. 0.23% Reduce -5.9% 7,932 $1.5M
VestGen Advisors, LLC 0.06% Reduce -29.9% 7,871 $1.5M
Focus Financial Network, Inc. 0.06% Reduce -6.1% 7,820 $1.5M
Kingsview Wealth Management, LLC 0.03% Reduce -3.1% 7,811 $1.5M
SC&H Financial Advisors, Inc. 0.26% Reduce -4.3% 7,797 $1.5M
WealthCare Investment Partners, LLC 0.54% Add +0.1% 7,507 $1.5M
BSW Wealth Partners 0.21% Add +30.3% 7,748 $1.5M
Clarity Capital Advisors, LLC 0.87% Add +29.2% 7,664 $1.5M
Richardson Financial Services Inc. 1.00% Add +9.1% 7,510 $1.5M
Nations Financial Group Inc, /Ia/ 0.10% Reduce -1.7% 7,548 $1.5M
World Investment Advisors 0.03% Reduce -90.8% 7,526 $1.5M
Csenge Advisory Group 0.08% Reduce -4.0% 7,776 $1.5M
BigSur Wealth Management LLC 0.37% No change 7,466 $1.5M
Bank of Hawaii 0.08% Add +8.7% 7,497 $1.5M
Hardy Reed LLC 0.12% No change 7,436 $1.5M
Orion Porfolio Solutions, LLC 0.01% Add +26.8% 7,431 $1.4M
Cooksen Wealth, LLC 1.16% Reduce -22.9% 7,430 $1.4M
Trustmark Bank Trust Department 0.10% Reduce -20.5% 7,383 $1.4M
Infinity Wealth Counsel, LLC 1.45% Add +2.1% 7,372 $1.4M
Intellectus Partners, LLC 0.31% Reduce -8.4% 7,290 $1.4M
Simon Quick Advisors, LLC 0.07% Reduce -0.1% 7,308 $1.4M
SKY-Mountain Capital Management, Inc. 0.95% Reduce -31.8% 7,193 $1.4M
Asset Dedication, LLC 0.10% Reduce -0.5% 7,284 $1.4M
ProVise Management Group, LLC 0.11% Reduce -1.0% 7,239 $1.4M
Ballentine Partners, LLC 0.02% Reduce -1.4% 7,206 $1.4M
One Day In July LLC 0.13% Add +54.5% 7,184 $1.4M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.18% Add +2.0% 7,171 $1.4M
Baker Ellis Asset Management LLC 0.19% No change 7,171 $1.4M
Texas Bank & Trust Co 0.56% Reduce -4.5% 7,165 $1.4M
Evergreen Wealth Management, LLC 0.78% Reduce -2.2% 7,133 $1.4M
OneAscent Financial Services LLC 0.10% Reduce -26.8% 7,107 $1.4M
Planning Directions Inc. 0.78% Reduce -29.6% 7,100 $1.4M
1834 Investment Advisors Co. 0.17% Reduce -2.7% 7,038 $1.4M
Great Valley Advisor Group, Inc. 0.03% Reduce -14.2% 6,988 $1.4M
McNamara Financial Services, Inc. 0.27% Reduce -1.8% 6,989 $1.4M
Dravo Bay LLC 0.66% Reduce -3.6% 7,184 $1.4M
Diversified Enterprises, LLC 0.10% Reduce -8.1% 6,977 $1.4M
Michels Family Financial, LLC 1.16% Add +1.8% 6,966 $1.4M
Red Tortoise LLC 0.66% Reduce -3.7% 6,952 $1.4M
Empower Advisory Group, LLC 0.00% Reduce -10.2% 6,935 $1.4M
Blue Trust, Inc. 0.02% Add +12.2% 6,912 $1.3M
Forest Hill Capital, LLC 0.95% No change 6,900 $1.3M
Fulton Bank, N.A. 0.05% Add +1.8% 6,895 $1.3M
Monument Group Wealth Advisors, LLC 0.84% Add +17.6% 6,854 $1.3M
C M Bidwell & Associates Ltd. 0.69% Reduce -5.4% 6,831 $1.3M
GFS Advisors, LLC 0.18% Reduce -6.9% 6,829 $1.3M
Dynamic Advisor Solutions LLC 0.04% Add +3.2% 6,804 $1.3M
Wealth Alliance, LLC 0.15% Add +10.5% 6,745 $1.3M
Newman Dignan & Sheerar, Inc. 0.30% Reduce -4.0% 6,719 $1.3M
Petix & Botte Co 0.32% No change 6,668 $1.3M
3EDGE Asset Management, LP 0.08% New 6,665 $1.3M
Mascagni Wealth Management, Inc. 1.11% Reduce -26.6% 6,664 $1.3M
Eagle Harbor Asset Management Inc. 1.25% Reduce -0.3% 6,646 $1.3M
Wilmington Savings Fund Society, FSB 0.02% Reduce -2.2% 6,604 $1.3M
Robertson Stephens Wealth Management, LLC 0.04% Reduce -2.5% 6,533 $1.3M
Flputnam Investment Management Co. 0.02% Reduce -14.9% 6,550 $1.3M
TRUE Private Wealth Advisors 0.14% Add +0.2% 6,533 $1.3M
Founders Grove Wealth Partners, LLC 0.32% Add +11.6% 6,466 $1.3M
Alesco Advisors, LLC, An ESL Co 0.04% No change 6,465 $1.3M
Parkside Financial Bank & Trust 0.14% Add +25.0% 6,461 $1.3M
Summit Wealth Group LLC / Co. 0.31% — 6,367 $1.2M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.08% Add +5.5% 6,394 $1.2M
Arbor Investment Advisors, LLC 0.16% Add +5.3% 6,394 $1.2M
Revisor Wealth Management LLC 0.45% Add +1.7% 6,088 $1.2M
Alteri Wealth LLC 0.48% Add +0.2% 6,312 $1.2M
Fortis Capital Advisors, LLC 0.22% Reduce -9.3% 6,310 $1.2M
Condor Capital Management 0.11% Add +1.0% 6,265 $1.2M
Meridian Financial Advisors, LLC 0.78% Add +5.4% 6,213 $1.2M
Wellington Management Group LLP 0.00% No change 6,197 $1.2M
Cove Private Wealth, LLC 0.43% Add +84.6% 6,165 $1.2M
Invst, LLC 0.15% Reduce -0.9% 6,162 $1.2M
Jentner Corp 0.32% Add +0.4% 6,162 $1.2M
Pacific Sun Financial Corp 0.63% Reduce -0.7% 6,156 $1.2M
Coordinated Financial Services, Inc. 0.84% — 6,154 $1.2M
Weitzel Financial Services, Inc. 0.51% Add +6.7% 6,059 $1.2M
Legacy Edge Advisors, LLC 0.16% Add +44.7% 6,103 $1.2M
FSA Investment Group, LLC 0.88% Add +0.1% 6,089 $1.2M
Dynamic Financial Group 1.14% Add +3.2% 6,079 $1.2M
ARK & TLK Investments, LLC 0.38% Reduce -9.7% 6,067 $1.2M
Hall Capital Management Co. Inc. 0.49% Reduce -1.3% 5,989 $1.2M
Arbor Trust Wealth Advisors, LLC 0.56% Reduce -0.0% 5,845 $1.1M
Strategic Financial Partners, Ltd. 0.53% Reduce -0.1% 5,857 $1.1M
Cibc World Market Inc. 0.00% Add +16.4% 5,850 $1.1M
Insight Advisors, LLC/ PA 0.18% No change 5,841 $1.1M
Integrity Financial Corp 0.58% Add +7.8% 5,803 $1.1M
West Branch Capital LLC 0.34% Reduce -27.6% 5,821 $1.1M
Level Financial Advisors 0.35% Reduce -3.6% 5,798 $1.1M
Flagstar Securities, Inc. 0.31% Reduce -4.5% 5,759 $1.1M
New Covenant Trust Company, N.A. 1.00% Reduce -6.4% 5,743 $1.1M
United Advisor Group, LLC 0.19% Add +18.1% 5,752 $1.1M
Schwallier Wealth Management LLC 0.68% Add +9.2% 5,719 $1.1M
Kathmere Capital Management, LLC 0.09% Add +0.2% 5,708 $1.1M
Strategic Blueprint, LLC 0.05% Reduce -1.1% 5,695 $1.1M
Martin Worley Group 0.54% Reduce -1.4% 5,671 $1.1M
Level Four Advisory Services, LLC 0.04% Reduce -4.4% 5,667 $1.1M
Clear Point Advisors Inc. 0.93% Reduce -0.9% 5,648 $1.1M
Chatham Capital Group, Inc. 0.17% No change 5,629 $1.1M
Compass Financial Group, INC 0.18% Add +3.1% 5,615 $1.1M
Trust Co. of Toledo NA 0.12% New 5,593 $1.1M
St. Louis Trust Co 0.14% Add +17.7% 5,564 $1.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.15% Reduce -11.6% 5,564 $1.1M
MJT & Associates Financial Advisory Group, Inc. 1.34% Reduce -1.0% 5,552 $1.1M
Wedbush Securities Inc. 0.04% Add +2.2% 5,524 $1.1M
Topel & Distasi Wealth Management, LLC 0.56% No change 5,505 $1.1M
MidAtlantic Capital Management, Inc. 0.76% No change 5,474 $1.1M
GHP Investment Advisors, Inc. 0.05% Reduce -0.1% 5,469 $1.1M
Silverlake Wealth Management LLC 0.31% Add +4.7% 5,442 $1.1M
Consolidated Portfolio Review Corp 0.15% Reduce -3.5% 5,433 $1.1M
Strategic Financial Concepts, LLC 0.15% Reduce -0.3% 5,419 $1.1M
TruNorth Capital Management, LLC 0.23% No change 5,382 $1.0M
Grange Capital, LLC 1.09% Reduce -30.5% 5,361 $1.0M
Cambridge Capital Management, LLC 0.56% Add +22.7% 5,350 $1.0M
Resurgent Financial Advisors LLC 0.57% Reduce -1.0% 5,346 $1.0M
Transcend Capital Advisors, LLC 0.08% Add +0.0% 5,327 $1.0M
SageView Advisory Group, LLC 0.04% Reduce -15.2% 5,096 $1.0M
Bruce G. Allen Investments, LLC 0.78% Reduce -3.8% 5,279 $1.0M
Acorn Financial Advisory Services Inc. 0.17% Reduce -24.7% 5,273 $1.0M
King Wealth Management Group 0.14% Reduce -2.3% 5,274 $1.0M
Prossimo Advisors, LLC 0.82% Reduce -57.5% 5,263 $1.0M
Meritas Wealth Management, LLC 0.56% Add +0.0% 5,261 $1.0M
Trust Co 0.12% Add +2.5% 5,256 $1.0M
Uptick Partners, LLC 0.29% Add +2.4% 5,250 $1.0M
McClarren Financial Advisors, Inc. 0.67% Add +7.6% 5,249 $1.0M
Moisand Fitzgerald Tamayo, LLC 0.13% Reduce -0.4% 5,242 $1.0M
Fermata Advisors, LLC 0.27% Add +12.9% 5,225 $1.0M
Iron Gate Global Advisors LLC 0.11% No change 5,200 $1.0M
Retirement Planning Group, LLC 0.04% Add +0.4% 5,224 $1.0M
High Net Worth Advisory Group LLC 0.27% Add +3.3% 5,213 $1.0M
First National Bank of Mount Dora, Trust Investment Services 0.23% No change 5,196 $1.0M
Visionary Wealth Advisors 0.05% Add +39.2% 5,121 $999K
Evoke Wealth, LLC 0.02% No change 5,097 $999K
Dentgroup LLC 0.69% Reduce -10.0% 5,114 $997K
Octavia Wealth Advisors, LLC 0.11% Reduce -8.0% 5,069 $993K
Apriem Advisors 0.11% Add +56.2% 5,070 $989K
BKM Wealth Management, LLC 0.38% Add +4.8% 5,046 $984K
Main Street Financial Solutions, LLC 0.07% Reduce -0.6% 5,030 $981K
Pure Portfolios Holdings LLC 0.33% Add +91.1% 5,022 $979K
Canvas Wealth Advisors, LLC 0.19% Add +18.6% 4,775 $967K
Baldwin Investment Management, LLC 0.12% Reduce -2.8% 4,947 $965K
Brand Asset Management Group, Inc. 0.36% Reduce -13.1% 4,936 $963K
Diversify Advisory Services, LLC 0.04% Add +3.3% 4,728 $958K
Providence Capital Advisors, LLC 0.18% New 4,907 $957K
Hoge Financial Services, LLC 0.59% Add +2.5% 4,888 $953K
RFP Financial Group LLC 0.39% Reduce -18.9% 4,880 $952K
American Financial Advisors, LLC 0.13% New 4,867 $949K
VSM Wealth Advisory, LLC 0.31% Reduce -7.3% 4,813 $939K
Keb Asset Management, LLC 0.23% Reduce -3.9% 4,805 $937K
Burns Matteson Capital Management, LLC 0.45% Reduce -0.5% 4,777 $932K
Pekin Hardy Strauss, Inc. 0.11% Add +25.1% 4,761 $928K
Simplicity Wealth,LLC 0.04% New 4,736 $924K
LongView Wealth Management 0.28% Reduce -3.1% 4,728 $922K
Beacon Financial Advisory LLC 0.24% Reduce -9.9% 4,710 $918K
Painted Porch Advisors LLC 0.38% Add +11.0% 4,705 $917K
Larson Financial Group LLC 0.04% Reduce -0.8% 4,680 $913K
Verisail Partners, LLC 0.38% Add +0.3% 4,636 $904K
Soltis Investment Advisors LLC 0.07% Add +5.1% 4,613 $900K
Disciplined Investments, LLC 0.38% Add +4.2% 4,606 $898K
Sapient Capital LLC 0.02% Add +158.5% 4,573 $896K
Perennial Investment Advisors, LLC 0.09% Reduce -1.9% 4,587 $895K
HFG Advisors, Inc. 0.71% Reduce -0.6% 4,585 $894K
Battery Global Advisors, LLC 0.44% No change 4,545 $890K
Kovack Advisors, Inc. 0.09% Reduce -0.5% 4,566 $890K
Net Worth Advisory Group 0.20% Add +245.9% 4,559 $889K
Vannoy Advisory Group, Inc. 0.61% Reduce -5.1% 4,546 $886K
Prospera Capital Management, LLC 0.49% Add +10.6% 4,514 $884K
Gladstone Institutional Advisory LLC 0.04% Reduce -3.1% 4,528 $883K
Financial Alternatives, Inc 0.57% No change 4,489 $875K
Paulson Wealth Management Inc. 0.23% Reduce -17.4% 4,481 $874K
Dopkins Wealth Management, LLC 0.39% Reduce -6.6% 4,479 $873K
Aire Advisors, LLC 0.17% Reduce -1.8% 4,479 $873K
Goelzer Investment Management, Inc. 0.05% Add +0.1% 4,436 $865K
Canal Capital Management, LLC 0.14% No change 4,429 $864K
Canandaigua National Bank & Trust Co. 0.08% Reduce -0.4% 4,416 $861K
Conrad Siegel Investment Advisors, Inc. 0.19% Reduce -2.1% 4,337 $846K
Ritholtz Wealth Management 0.02% Reduce -1.2% 4,331 $845K
IFG Advisors, LLC 0.14% Add +1.3% 4,317 $842K
Quadrant Capital Group LLC 0.03% Reduce -25.1% 4,309 $840K
Tyche Wealth Partners LLC 0.17% Add +0.2% 4,295 $838K
Graves Light Lenhart Wealth, Inc. 0.10% Add +4.5% 4,278 $834K
Citizens Financial Group Inc. 0.01% Add +21.6% 4,249 $832K
Marion Wealth Management 0.21% New 4,261 $831K
Mezzasalma Advisors, LLC 0.25% Reduce -2.3% 4,252 $829K
Jackson Creek Investment Advisors LLC 0.22% Add +3.5% 4,251 $829K
Capital Analysts, LLC 0.03% Reduce -10.2% 4,250 $829K
Legacies Wealth LLC 0.55% No change 4,251 $829K
Jacobi Capital Management LLC 0.06% Reduce -1.0% 4,251 $829K
RS Crum Inc. 0.20% Reduce -2.3% 4,245 $828K
Certified Advisory Corp 0.09% Add +126.5% 4,228 $825K
Bestgate Wealth Advisors, LLC 1.70% No change 4,415 $822K
City Holding Co. 0.11% Reduce -1.3% 4,200 $819K
Fearless Solutions, LLC dba Best Invest 0.57% Reduce -0.1% 4,199 $819K
Clarius Group, LLC 0.05% No change 4,199 $819K
Smithfield Trust Co 0.04% Reduce -5.4% 4,178 $815K
Raffa Wealth Management, LLC 0.16% Add +0.6% 4,137 $810K
Transce3nd, LLC 0.34% Add +18.1% 4,134 $807K
Savvy Advisors, Inc. 0.05% Add +22.1% 4,129 $805K
Berkeley, Inc 0.29% Reduce -0.6% 4,091 $798K
Root Financial Partners, LLC 0.08% Reduce -38.2% 4,085 $797K
Friday Financial 0.40% Add +0.1% 4,053 $790K
Caitlin John, LLC 0.72% Add +7.5% 4,041 $788K
Wrapmanager Inc. 0.19% Reduce -1.7% 4,038 $787K
Hemington Wealth Management 0.11% No change 4,040 $787K
Kingswood Wealth Advisors, LLC 0.06% Add +3.1% 4,012 $782K
KDT Advisors, LLC 1.26% No change 4,010 $782K
Two Sigma Securities, LLC 0.10% New 3,994 $779K
JT Stratford LLC 0.12% Add +9.4% 3,994 $779K
RHS Financial, LLC 0.44% Add +209.6% 3,991 $778K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -5.5% 3,988 $778K
HUB Investment Partners, LLC 0.03% Reduce -4.0% 3,978 $776K
Envision Financial Planning, LLC 0.36% New 3,977 $776K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +7.3% 3,974 $775K
Neuberger Berman Group LLC 0.00% Reduce -0.1% 3,968 $774K
BCS Wealth Management 0.17% Add +11.1% 3,958 $772K
Embree Financial Group 0.12% Reduce -0.1% 3,932 $767K
Quantum Financial Advisors, LLC 0.10% Add +3.2% 3,930 $766K
Armbruster Capital Management, Inc. 0.14% No change 3,911 $763K
Physician Wealth Advisors, Inc. 0.12% Reduce -20.5% 3,911 $763K
Balefire, LLC 0.17% New 3,910 $762K
Fonville Wealth Management LLC 0.19% Add +15.0% 3,904 $762K
Spreng Capital Management, Inc. 0.32% Reduce -6.1% 3,898 $760K
Winebrenner Capital Management LLC 0.61% Add +18.0% 3,877 $756K
Annis Gardner Whiting Capital Advisors, LLC 0.26% Reduce -5.0% 3,841 $753K
Sage Investment Counsel LLC 0.87% Reduce -33.3% 3,855 $752K
IFG Advisory, LLC 0.04% Reduce -75.3% 3,843 $749K
McLean Asset Management Corp 0.20% Add +4.6% 3,730 $749K
Anchor Investment Management, LLC 0.07% Reduce -1.2% 3,821 $745K
Waller Financial Planning Group, Inc. 0.18% Reduce -6.2% 3,819 $745K
American Money Management, LLC 0.13% Reduce -3.5% 3,803 $742K
Oppenheimer & Co. Inc. 0.01% Reduce -0.3% 3,789 $739K
Willner & Heller, LLC 0.62% Reduce -5.3% 3,785 $738K
Sightline Wealth Advisors, LLC 0.36% Reduce -3.4% 3,774 $736K
MorganRosel Wealth Management, LLC 0.20% Reduce -88.4% 3,754 $732K
Richmond Investment Services, LLC 0.15% Add +91.7% 3,752 $732K
Wealth Preservation Advisors, LLC 0.45% No change 3,746 $731K
Lake Street Private Wealth, LLC 0.10% No change 3,731 $728K
Glassman Wealth Services 0.11% No change 3,724 $726K
Granite FO LLC 0.41% No change 3,714 $724K
Stage Harbor Financial, LLC 0.59% Reduce -7.9% 3,702 $722K
Accretive Wealth Partners, LLC 0.24% No change 3,701 $722K
Parcion Private Wealth LLC 0.05% Reduce -3.3% 3,699 $721K
Magnolia Capital Advisors LLC 0.18% Add +8.8% 3,693 $720K
Caldwell Trust Co 0.07% Reduce -0.1% 3,673 $716K
Summit X, LLC 0.13% Add +100.0% 3,646 $711K
Wescott Financial Advisory Group, LLC 0.07% Reduce -32.7% 3,638 $709K
Axxcess Wealth Management, LLC 0.02% New 3,638 $709K
Libra Wealth LLC 0.23% Add +0.0% 3,627 $707K
Westhampton Capital, LLC 0.36% No change 3,624 $707K
Mayfair Advisory Group, LLC 0.33% Add +3.0% 3,560 $707K
Hoxton Planning & Management, LLC 0.24% Add +17.6% 3,605 $703K
Chesley Taft & Associates LLC 0.03% Reduce -1.1% 3,587 $700K
Snowden Capital Advisors LLC 0.02% Reduce -5.5% 3,530 $692K
Evermay Wealth Management LLC 0.08% Reduce -2.2% 3,530 $690K
Becker Capital Management Inc. 0.02% Add +0.4% 3,515 $689K
Keeler & Nadler Financial Planning & Wealth Management 0.28% Reduce -0.6% 3,529 $688K
Arrowroot Family Office, LLC 0.31% — 3,527 $688K
Life Planning Partners, Inc 0.55% Reduce -1.9% 3,525 $687K
Klingman & Associates, LLC 0.04% Add +1.7% 3,522 $687K
Franklin Resources Inc. 0.00% Reduce -1.4% 3,515 $685K
Victrix Investment Advisors 0.30% Add +118.0% 3,504 $683K
Agate Pass Investment Management, LLC 0.28% Reduce -2.0% 3,503 $683K
Oak Hill Wealth Advisors, LLC 0.14% Reduce -2.7% 3,400 $681K
Coastal Bridge Advisors, LLC 0.06% New 3,488 $680K
Droms Strauss Advisors Inc. /Mo/ 0.21% Add +37.8% 3,487 $680K
Townsend Asset Management Corp. /NC/ 0.25% Reduce -7.7% 3,480 $679K
Magnolia Private Wealth, LLC 0.52% Reduce -4.7% 3,471 $677K
Greykasell Wealth Strategies, Inc. 0.32% Add +7.0% 3,462 $675K
McDonald Partners LLC 0.16% No change 3,404 $664K
Madison Wealth Partners, Inc 0.14% Reduce -0.1% 3,394 $662K
BlackRock, Inc. 0.00% Add +20.1% 3,392 $661K
Yukon Wealth Management, Inc. 0.23% Reduce -25.6% 3,335 $650K
Legacy Private Trust Co. 0.04% Reduce -19.3% 3,333 $650K
Evergreen Capital Management LLC 0.02% No change 3,281 $643K
Cozad Asset Management Inc. 0.06% No change 3,295 $643K
Bedel Financial Consulting, Inc. 0.09% Add +0.0% 3,293 $642K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -5.5% 3,286 $641K
Compass Capital Corp. /Ma/ 0.30% Reduce -16.7% 3,195 $636K
Glenview Trust Co 0.01% Add +38.9% 3,262 $636K
Abbot Financial Management, Inc. 0.29% No change 3,262 $636K
Brass Tax Wealth Management, Inc. 0.12% Reduce -0.2% 3,258 $635K
Signaturefd, LLC 0.01% Add +74.1% 3,251 $634K
Sagace Wealth Management LLC 0.47% Reduce -27.9% 3,241 $632K
Cadent Capital Advisors, LLC 0.21% Add +7.0% 3,228 $630K
Lion Street Advisors, LLC 0.19% Reduce -18.3% 3,207 $625K
Astra Wealth Partners LLC 0.50% No change 3,204 $625K
Flagship Harbor Advisors, LLC 0.03% No change 3,199 $624K
Destiny Wealth Partners, LLC 0.08% Add +138.2% 3,194 $623K
Manuka Financial, LLC 0.34% No change 3,179 $620K
Crestwood Advisors Group, LLC 0.01% Add +0.3% 3,175 $619K
Rockwood Wealth Management, LLC 0.05% Reduce -2.4% 3,158 $616K
Medallion Wealth Advisors, LLC 0.24% Add +7.6% 3,097 $614K
StoneX Group Inc. 0.03% Add +75.8% 3,133 $613K
Western Wealth Management, LLC 0.04% Reduce -0.5% 3,144 $613K
Apexium Financial, LP 0.03% Add +2.3% 3,128 $613K
Trilogy Capital Inc. 0.03% Reduce -0.8% 3,136 $612K
Exchange Bank 0.48% Reduce -0.9% 3,127 $610K
Tillman Hartley LLC 0.17% Add +187.0% 3,125 $609K
Woodmont Investment Counsel LLC 0.04% Reduce -4.6% 3,121 $609K
QRG Capital Management, Inc. 0.01% Add +2.6% 3,116 $608K
Country Club Bank 0.04% No change 3,087 $604K
Resolute Advisors LLC 0.15% No change 3,082 $604K
Wealthstream Advisors, Inc. 0.10% No change 3,094 $603K
Freestone Capital Holdings, LLC 0.02% Reduce -0.2% 3,074 $599K
Unconventional Investor, LLC 0.33% No change 3,072 $599K
Stonebridge Financial Planning Group, LLC 0.25% Reduce -25.3% 3,066 $598K
TCI Wealth Advisors, Inc. 0.04% Add +14.5% 3,054 $596K
Elm Partners Management LLC 0.03% Reduce -17.8% 3,034 $592K
Founders Financial Securities LLC 0.04% Add +4.2% 3,032 $591K
Galvin, Gaustad & Stein, LLC 0.05% Reduce -19.9% 3,031 $591K
Beckerman Institutional, LLC 0.39% Reduce -2.6% 3,023 $590K
Avant Financial Advisors LLC 0.48% No change 3,018 $589K
Eagle Rock Investment Company, LLC 0.09% Add +34.8% 3,015 $588K
Axis Wealth Partners, LLC 0.39% Reduce -8.5% 3,011 $587K
Weik Capital Management 0.23% No change 3,000 $585K
Woodside Wealth Management LLC 0.50% No change 2,999 $585K
Busey Bank 0.02% Reduce -8.4% 2,989 $583K
Apeiron RIA LLC 0.15% Reduce -0.9% 2,987 $582K
SCS Capital Management LLC 0.01% Add +123.4% 2,973 $582K
Forefront Wealth Partners, LLC 0.40% Add +6.6% 2,906 $576K
Continuum Advisory, LLC 0.07% Add +1.0% 2,948 $575K
Centaurus Financial, Inc. 0.03% Add +0.3% 2,935 $572K
Silver Oak Advisory Group, Inc. 0.28% Reduce -12.6% 2,922 $569K
Bowman & Co S.C. 0.25% Reduce -28.7% 2,902 $566K
Gibson Capital, LLC 0.11% Reduce -0.1% 2,899 $565K
Tactive Advisors, LLC 0.18% — 2,895 $564K
Arete Wealth Advisors, LLC 0.04% Reduce -45.3% 2,888 $563K
Anderson Hoagland & Co. 0.05% No change 2,881 $562K
Tennessee Valley Asset Management Partners 0.14% Add +2.5% 2,872 $560K
Traynor Capital Management, Inc. 0.04% New 2,817 $559K
LJI Wealth Management, LLC 0.10% Add +150.5% 2,866 $559K
Comprehensive Money Management Services LLC 0.42% No change 2,866 $559K
Private Trust Co. NA 0.05% Add +0.3% 2,864 $558K
Altiora Financial Group, LLC 0.11% No change 2,860 $558K
Harbor Investment Advisory, LLC 0.05% Add +9.9% 2,858 $557K
Dorsey & Whitney Trust CO LLC 0.03% Reduce -19.7% 2,839 $554K
SOL Capital Management CO 0.05% No change 2,825 $551K
Debussy Capital Management LP 0.08% No change 2,825 $551K
Pointe Capital Management LLC 0.29% No change 2,817 $549K
FSM Wealth Advisors, LLC 0.09% Reduce -0.8% 2,743 $547K
Godsey & Gibb, Inc. 0.05% No change 2,791 $544K
UNIVEST FINANCIAL Corp 0.03% Reduce -25.9% 2,790 $544K
ERn Financial, LLC 0.11% Reduce -0.2% 2,782 $543K
Saxony Capital Management, LLC 0.41% New 2,771 $540K
Modern Wealth Management, LLC 0.01% Reduce -2.8% 2,768 $540K
Empirical Asset Management, LLC 0.17% No change 2,765 $539K
National Bank of Canada 0.00% Add +3.1% 2,760 $538K
Stephens Consulting, LLC 0.13% Add +41.3% 2,743 $535K
Greenline Partners, LLC 0.07% Reduce -43.2% 2,728 $532K
Apollon Financial, LLC 0.11% No change 2,724 $531K
Windsor Advisory Group, LLC 0.75% No change 2,720 $530K
Silvercrest Asset Management Group LLC 0.00% Reduce -17.5% 2,709 $528K
Potentia Wealth 0.30% No change 2,709 $528K
Vaughan David Investments LLC 0.01% New 2,703 $527K
Frederick Financial Consultants, LLC 0.33% No change 2,700 $526K
Sax Wealth Advisors, LLC 0.03% Reduce -5.3% 2,694 $525K
Collaborative Wealth Managment Inc. 0.23% Reduce -7.5% 2,682 $523K
TFO Wealth Partners, LLC 0.09% Reduce -2.1% 2,679 $523K
Family Investment Center, Inc. 0.12% Reduce -0.7% 2,654 $519K
Roffman Miller Associates Inc. 0.03% Reduce -3.7% 2,660 $519K
DGS Capital Management, LLC 0.11% Add +17.3% 2,659 $519K
XY Planning Network, Inc. 0.18% Add +124.0% 2,655 $518K
American Trust 0.05% New 2,648 $516K
Aviso Wealth Management 0.24% Add +5.7% 2,643 $515K
Precedent Wealth Partners, LLC 0.13% Reduce -8.1% 2,635 $514K
Richard P Slaughter Associates Inc 0.10% Reduce -56.6% 2,633 $513K
Wellington Capital Management, Inc. 0.76% — 2,612 $509K
Smith Thornton Advisors LLC 0.29% No change 2,602 $507K
Quarry Hill Advisors, LLC 0.30% Reduce -0.6% 2,601 $507K
Investmark Advisory Group LLC 0.24% Add +1.3% 2,600 $507K
Selective Wealth Management, Inc. 0.18% No change 2,516 $506K
Townsquare Capital LLC 0.05% Reduce -89.9% 2,584 $504K
MIdWestOne Financial Group, Inc. 0.07% Reduce -15.2% 2,576 $502K
Murphy & Mullick Capital Management Corp 0.40% No change 2,508 $497K
Pinnacle Associates Ltd. 0.01% Reduce -7.9% 2,534 $494K
Iowa State Bank 0.10% No change 2,531 $494K
Clark Asset Management, LLC 0.07% Add +112.3% 2,528 $493K
Red Wave Investments LLC 0.16% Reduce -1.8% 2,527 $493K
First National Bank Sioux Falls 0.18% Add +3.5% 2,514 $490K
McMill Wealth Management 0.16% No change 2,513 $490K
Copia Wealth Management 0.41% Add +9.9% 2,510 $489K
Oldfather Financial Services, LLC 0.17% Add +19.7% 2,509 $489K
Aptus Capital Advisors, LLC 0.00% Add +6.3% 2,502 $488K
Fisher Asset Management 0.00% Add +13.2% 2,491 $486K
Tyler-Stone Wealth Management 0.08% Reduce -2.4% 2,485 $485K
Cascade Financial Partners, LLC 0.06% Reduce -10.1% 2,484 $484K
SteelPeak Wealth, LLC 0.02% Reduce -9.6% 2,470 $484K
Procyon Advisors, LLC 0.05% Add +13.9% 2,478 $484K
Valmark Advisers, Inc. 0.01% Reduce -4.3% 2,475 $483K
Guardian Wealth Management, Inc. 0.32% Add +0.6% 2,468 $481K
Lakewood Asset Management LLC 0.32% Add +12.7% 2,467 $481K
Prosperity Consulting Group, LLC 0.04% No change 2,467 $481K
Atticus Wealth Management, LLC 0.13% No change 2,464 $480K
K2 Financial Inc. 0.42% Reduce -7.1% 2,432 $480K
Rooted Wealth Advisors, Inc. 0.17% Add +11.0% 2,380 $479K
PFG Investments, LLC 0.03% Add +81.3% 2,453 $478K
Lodestone Wealth Management LLC 0.23% Add +5.3% 2,446 $477K
Landmark Wealth Management, LLC 0.20% Reduce -23.3% 2,448 $477K
Seed Wealth Management, Inc. 0.35% No change 2,440 $476K
Tsfg, LLC 0.09% Reduce -0.4% 2,433 $474K
Drucker Wealth 3.0, LLC 0.09% Reduce -3.0% 2,353 $473K
SeaCrest Wealth Management, LLC 0.05% Reduce -57.2% 2,419 $472K
Essential Partners LLC 0.19% — 2,412 $470K
Rinkey Investments 0.14% No change 2,392 $466K
TD Waterhouse Canada Inc. 0.00% Add +8.0% 2,342 $465K
Capital Investment Advisory Services, LLC 0.04% Reduce -1.4% 2,377 $464K
Versant Capital Management, Inc 0.07% Reduce -2.9% 2,376 $463K
Orleans Capital Management Corp. 0.25% New 2,373 $463K
Russell Investments Group, Ltd. 0.00% Add +29.4% 2,370 $462K
Sebold Capital Management, Inc. 0.28% Reduce -5.0% 2,340 $456K
FWG Investments, LLC. 0.35% New 2,336 $456K
Round Rock Advisors LLC 0.08% No change 2,334 $455K
Camelot Technology Advisors, Inc. 0.39% No change 2,327 $454K
West Financial Advisors, LLC 0.08% Add +25.1% 2,325 $453K
Elevation Wealth Partners, LLC 0.18% Reduce -4.8% 2,320 $452K
Narus Financial Partners, LLC 0.14% Add +9.0% 2,317 $452K
Montag A & Associates Inc. 0.02% Reduce -35.1% 2,311 $452K
NorthStar Asset Management LLC 0.24% Add +8.5% 2,316 $452K
Carnegie Investment Counsel 0.01% Reduce -5.3% 2,315 $451K
Staley Capital Advisers Inc. 0.02% No change 2,311 $451K
Cypress Point Wealth Management, LLC 0.11% No change 2,308 $450K
Taylor & Morgan Wealth Management, LLC 0.30% No change 2,301 $449K
Colonial Trust Co / SC 0.07% Reduce -8.2% 2,288 $446K
Fidelis Capital Partners, LLC 0.04% No change 2,247 $445K
BLB&B Advisors, LLC 0.02% Add +4.7% 2,281 $445K
Ariadne Wealth Management, LP 0.21% Reduce -12.2% 2,145 $443K
Capasso Planning Partners LLC 0.25% Reduce -31.0% 2,256 $440K
Bryn Mawr Trust Advisors, LLC 0.02% Add +2.9% 2,246 $438K
Dakota Wealth Management 0.01% Reduce -11.2% 2,242 $437K
Financial Harvest, LLC 0.32% New 2,228 $434K
Fidelity D & D Bancorp Inc. 0.27% Reduce -56.4% 2,223 $434K
IPG Investment Advisors LLC 0.08% No change 2,211 $433K
Bearing Point Capital, LLC 0.08% New 2,200 $429K
Redwood Investment Management, LLC 0.05% New 2,190 $427K
LPWM LLC 0.12% Add +46.7% 2,160 $421K
Hardin Capital Partners, LLC 0.25% Add +3.8% 2,119 $421K
Finward Bancorp 0.33% Add +0.5% 2,156 $420K
Integral Investment Advisors, Inc. 0.12% Add +36.0% 2,155 $420K
Bristlecone Advisors, LLC 0.04% Add +290.4% 2,151 $419K
SBI Securities Co., Ltd. 0.01% Reduce -14.2% 2,147 $419K
Twin Focus Capital Partners, LLC 0.06% Add +6.5% 2,131 $416K
Smartleaf Asset Management LLC 0.04% Reduce -26.2% 2,117 $415K
Walter & Keenan Wealth Management LLC /in/ 0.12% Reduce -20.3% 2,122 $414K
Key Client Fiduciary Advisors, LLC 0.17% Reduce -2.0% 2,121 $414K
Pettyjohn, Wood & White, Inc. 0.07% No change 2,120 $413K
HBK Sorce Advisory LLC 0.01% Reduce -34.9% 2,118 $413K
MWA Asset Management 0.25% Reduce -22.1% 2,110 $412K
Bell Investment Advisors, Inc 0.07% Reduce -9.8% 2,100 $410K
Nottingham Advisors, Inc. 0.06% Reduce -2.9% 2,099 $409K
Pension & Wealth Management Advisors, Inc. 0.14% No change 2,097 $409K
Financial Futures Ltd Liability Co. 0.22% Reduce -1.3% 2,097 $409K
Investment Research & Advisory Group, Inc. 0.15% New 2,083 $406K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -0.4% 2,069 $404K
Provident Wealth Management, LLC 0.13% No change 2,057 $401K
Vantage Financial Partners, LLC 0.09% Reduce -4.8% 2,052 $400K
KKM Financial LLC 0.14% No change 2,049 $400K
Retirement Planning Group, LLC / NY 0.35% Add +57.2% 2,036 $399K
Dominguez Wealth Management Solutions, Inc. 0.27% No change 2,028 $395K
Ballentine Capital Advisors, Inc 0.19% Reduce -10.7% 2,022 $394K
Villere St Denis J & Co. LLC 0.04% No change 2,022 $394K
Guidance Capital, Inc. 0.11% Reduce -0.4% 2,014 $394K
Winthrop Capital Management, LLC 0.10% No change 2,014 $393K
NWF Advisory Services Inc. 0.05% Reduce -7.8% 2,010 $392K
Bantamac Capital, LLC 0.14% No change 2,000 $390K
Rathbones Group PLC 0.00% No change 2,000 $390K
Athena Investment Management 0.22% No change 1,998 $390K
Lodestar Private Asset Management LLC 0.04% Add +10.3% 1,995 $389K
Coppell Advisory Solutions LLC 0.05% Add +8.8% 1,985 $389K
Burling Wealth Partners, LLC 0.07% No change 1,990 $388K
Daymark Wealth Partners, LLC 0.01% Add +9.4% 1,979 $386K
Barnes Pettey Financial Advisors, LLC 0.26% Reduce -38.7% 1,970 $384K
Thrive Wealth Management, LLC 0.06% Add +1.5% 1,965 $383K
Whittier Trust Co. of Nevada Inc. 0.01% Add +8.4% 1,964 $383K
Pinnacle Bancorp, Inc. 0.12% Reduce -5.9% 1,963 $383K
Fifth Third Wealth Advisors LLC 0.02% New 1,958 $382K
Adamsbrown Wealth Consultants LLC 0.11% Add +1.1% 1,957 $382K
Investments & Financial Planning, LLC 0.22% Add +1.3% 1,946 $379K
Chapman Financial Group, LLC 0.32% — 1,945 $379K
CM Wealth Advisors LLC 0.11% Add +12.6% 1,926 $377K
Dunhill Financial, LLC 0.11% Reduce -7.4% 1,931 $377K
Curated Wealth Partners LLC 0.04% No change 1,926 $376K
Ridgewood Investments LLC 0.16% Reduce -8.8% 1,922 $375K
Wilson & Boucher Capital Management, LLC 0.26% No change 1,921 $375K
Confluence Wealth Services, Inc. 0.02% Add +43.9% 1,920 $374K
Aspen Grove Capital, LLC 0.06% Reduce -13.6% 1,900 $372K
Rexford Capital Inc. 0.31% — 1,900 $371K
Wambolt & Associates, LLC 0.12% Reduce -2.4% 1,854 $368K
Vantage Point Financial LLC 0.16% Add +0.7% 1,886 $368K
Old North State Wealth Management, LLC 0.19% New 1,879 $367K
Skyline Advisors, Inc. 0.14% No change 1,883 $367K
Ethos Financial Group, LLC 0.03% New 1,868 $366K
Vista Capital Partners, Inc. 0.04% Reduce -4.7% 1,865 $364K
Capital Advisors, Ltd. LLC 0.04% Reduce -0.7% 1,856 $362K
Brightwater Advisory LLC 0.26% No change 1,855 $362K
New Hampshire Trust 0.08% Reduce -0.2% 1,854 $362K
Smith Salley Wealth Management 0.02% New 1,847 $360K
Sterling Investment Counsel, LLC 0.21% Add +3.8% 1,846 $360K
Solutions 4 Wealth, Ltd 0.60% No change 1,841 $359K
CGC Financial Services, LLC 0.12% No change 1,841 $359K
HHM Wealth Advisors, LLC 0.04% Add +114.7% 1,840 $359K
Binnacle Investments Inc 0.23% Add +4.6% 1,834 $358K
Summit Financial Strategies, Inc. 0.03% Add +0.3% 1,834 $358K
Murphy, Middleton, Hinkle & Parker, Inc. 0.20% No change 1,920 $357K
Summit Trail Advisors, LLC 0.01% New 1,822 $357K
Next Level Private LLC 0.12% Reduce -1.4% 1,829 $357K
Washington Trust Advisors, Inc. 0.03% No change 1,826 $356K
Laird Norton Wetherby Wealth Management, LLC 0.02% — 1,820 $355K
HSBC Holdings PLC 0.00% No change 1,813 $354K
Vontobel Holding Ltd. 0.00% Reduce -12.5% 1,810 $353K
Cutler Investment Counsel LLC 0.04% Add +0.6% 1,798 $352K
Foundations Investment Advisors, LLC 0.01% Reduce -86.0% 1,806 $352K
Client 1ST Advisory Group, LLC 0.13% No change 1,806 $352K
Cadence Bank 0.02% Add +0.3% 1,805 $352K
Strategic Advisors LLC 0.07% Reduce -72.1% 1,788 $349K
Uptown Financial Advisors LLC 0.32% No change 1,788 $349K
CoreCap Advisors, LLC 0.01% Reduce -20.6% 1,775 $346K
Accredited Investors Inc. 0.02% Reduce -16.4% 1,768 $345K
Coastwise Capital Group, LLC 0.27% No change 1,766 $344K
WealthTrak Capital Management LLC 0.29% Add +6.8% 1,755 $342K
Cidel Asset Management Inc. 0.02% No change 1,750 $341K
Exchange Traded Concepts, LLC 0.00% New 1,748 $341K
Camelot Portfolios, LLC 0.20% Reduce -4.2% 1,744 $340K
Centurion Wealth Management LLC 0.10% New 1,742 $340K
Grand Wealth Management, LLC 0.17% Reduce -2.4% 1,731 $339K
Accurate Wealth Management, LLC 0.05% Add +3.4% 1,668 $339K
Sage Rhino Capital LLC 0.07% New 1,735 $338K
MAS Advisors LLC 0.55% Add +7.6% 1,730 $337K
Jag Capital Management, LLC 0.04% No change 1,730 $337K
Argentarii, LLC 0.15% Add +11.7% 1,728 $337K
GPS Wealth Strategies Group, LLC 0.04% Reduce -5.2% 1,724 $336K
Obsidian Personal Planning Solutions LLC 0.14% No change 1,721 $336K
Benchmark Wealth Management, LLC 0.15% Reduce -6.8% 1,712 $334K
Evercore Wealth Management, LLC 0.01% No change 1,712 $334K
WNY Asset Management, LLC 0.04% Add +6.2% 1,709 $333K
Clear Creek Financial Management, LLC 0.03% Reduce -32.6% 1,699 $331K
Melfa Wealth Management, Inc. 0.21% Add +0.9% 1,691 $330K
Fiduciary Trust Co 0.00% Reduce -18.3% 1,688 $329K
Diversified Trust Co. 0.01% New 1,681 $328K
Nicolet Advisory Services, LLC 0.03% Reduce -3.6% 1,672 $327K
New England Private Wealth Advisors LLC 0.05% Add +0.4% 1,632 $327K
Accel Wealth Management 0.11% Add +0.6% 1,674 $327K
BWM Planning, LLC 0.11% No change 1,651 $322K
Capital Investment Advisors, LLC 0.01% Add +17.6% 1,635 $319K
Marco Investment Management LLC 0.03% No change 1,633 $318K
Kraft, Davis & Associates, LLC 0.09% Reduce -85.8% 1,573 $318K
Semitam Bonam LLC 0.30% — 1,630 $318K
Annandale Capital, LLC 0.06% No change 1,625 $317K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Reduce -11.8% 1,625 $317K
KDK Private Wealth Management, LLC 0.34% Reduce -1.0% 1,622 $316K
TPG Advisors LLC 0.23% Add +21.0% 1,616 $315K
Barlow Wealth Partners, LLC 0.04% Add +6.2% 1,570 $315K
Willis Johnson & Associates, Inc. 0.02% No change 1,611 $314K
Verdence Capital Advisors LLC 0.02% Reduce -38.7% 1,611 $314K
Punch & Associates Investment Management, Inc. 0.02% Add +39.6% 1,608 $314K
Bonfire Financial 0.26% Reduce -0.3% 1,596 $313K
Argent Advisors, Inc. 0.10% No change 1,601 $312K
Park Edge Advisors, LLC 0.08% No change 1,600 $312K
Amplius Wealth Advisors, LLC 0.03% No change 1,591 $310K
Ceera Investments, LLC 0.09% No change 1,588 $310K
Team Hewins, LLC 0.11% No change 1,580 $310K
1ST Source Bank 0.02% No change 1,583 $309K
Gerber Kawasaki Wealth & Investment Management 0.01% Reduce -2.8% 1,573 $307K
Sagespring Wealth Partners, LLC 0.01% New 1,568 $306K
Appleton Partners Inc. 0.02% Reduce -3.9% 1,564 $305K
First Heartland Consultants, Inc. 0.03% Add +0.3% 1,561 $304K
Centennial Bank 0.13% Reduce -39.1% 1,560 $304K
Penobscot Wealth Management 0.11% New 1,560 $304K
Salus Financial Advisors, LLC 0.20% No change 1,556 $303K
Rovin Capital /Ut/ 0.09% Reduce -1.8% 1,555 $303K
LWM Advisors Inc. 0.34% No change 1,545 $301K
PAX Financial Group, LLC 0.06% Reduce -35.0% 1,544 $301K
My Personal CFO, LLC 0.14% Reduce -2.3% 1,543 $301K
Sonoma Private Wealth LLC 0.37% No change 1,538 $300K
Journey Strategic Wealth LLC 0.01% Reduce -11.3% 1,537 $300K
Milestone Asset Management Group, LLC 0.22% Add +19.1% 1,537 $300K
Gilliland Jeter Wealth Management LLC 0.10% No change 1,536 $300K
Outbound Financial Inc 0.27% — 1,535 $299K
North Capital, Inc. 0.26% Reduce -0.7% 1,534 $299K
Robinson Smith Wealth Advisors LLC 0.24% No change 1,529 $298K
Fourth Dimension Wealth, LLC 0.13% Reduce -31.7% 1,528 $298K
PGIM Custom Harvest LLC 0.01% Reduce -39.8% 1,525 $297K
Harbor Asset Planning, Inc. 0.28% — 1,523 $297K
Capital Squared Financial LLC 0.35% — 1,520 $296K
Willow Creek Wealth Management Inc. 0.03% Add +2.1% 1,512 $295K
Calton & Associates, Inc. 0.05% New 1,510 $294K
Gateway Wealth Partners, LLC 0.06% New 1,507 $294K
Stewardship Advisors, LLC 0.07% Add +4.9% 1,506 $294K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -45.2% 1,505 $294K
Schrum Private Wealth Management LLC 0.24% No change 1,504 $293K
Keel Point, LLC 0.02% Reduce -14.8% 1,501 $293K
Ellerson Group Inc. 0.21% No change 1,500 $293K
Hippocratic Financial Advisors, LLC 0.16% Reduce -10.9% 1,495 $292K
Romano Brothers and Company 0.04% Add +0.4% 1,491 $291K
Horizon Investment Services, LLC 0.13% Reduce -0.7% 1,483 $289K
Clark Capital Management Group, Inc. 0.00% Reduce -12.3% 1,482 $289K
Meredith Wealth Planning 0.10% New 1,477 $288K
Inspire Advisors, LLC 0.03% Add +1.2% 1,474 $288K
Vestia Personal Wealth Advisors 0.20% Reduce -3.7% 1,469 $287K
Harvest Investment Services, LLC 0.06% New 1,465 $286K
Austin Wealth Management, LLC 0.05% Reduce -15.3% 1,434 $284K
Columbia Asset Management 0.06% Add +3.5% 1,458 $284K
GM Advisory Group, LLC 0.01% Add +5.0% 1,457 $284K
Jeppson Wealth Management, LLC 0.10% Reduce -2.9% 1,455 $284K
Roman Butler Fullerton & Co. 0.08% No change 1,394 $284K
PKS Advisory Services, LLC 0.07% Reduce -45.3% 1,351 $283K
International Assets Investment Management, LLC 0.02% Add +4.6% 1,453 $283K
LexAurum Advisors, LLC 0.04% Reduce -1.7% 1,447 $282K
Snider Financial Group 0.08% Reduce -4.6% 1,438 $280K
Lazari Capital Management, Inc. 0.10% Add +22.3% 1,430 $279K
Sage Financial Management Group, Inc. 0.10% Reduce -2.6% 1,427 $278K
Keystone Financial Group 0.03% Reduce -26.4% 1,422 $277K
DecisionMap Wealth Management, LLC 0.19% Reduce -6.1% 1,422 $277K
Hollencrest Capital Management 0.01% New 1,421 $277K
Yoder Wealth Management, Inc. 0.14% No change 1,417 $276K
Good Life Advisors, LLC 0.02% Add +2.0% 1,417 $276K
Burney Co./ 0.01% Reduce -21.9% 1,411 $275K
Creekmur Asset Management LLC 0.05% No change 1,407 $274K
Brian Low Financial Group, LLC 0.26% — 1,406 $274K
Kanawha Capital Management LLC 0.02% No change 1,406 $274K
Holland Advisory Services, Inc. 0.40% No change 1,405 $274K
Evensky & Katz LLC 0.02% Reduce -2.8% 1,398 $273K
Forte Capital LLC 0.03% New 1,399 $273K
ICONIQ Capital, LLC 0.00% Reduce -1.5% 1,398 $273K
W.H. Cornerstone Investments Inc. 0.17% No change 1,393 $272K
Guardian Wealth Advisors, LLC / NC 0.02% No change 1,374 $269K
Milestone Investment Advisors LLC 0.07% Reduce -29.6% 1,366 $266K
Uhlmann Price Securities, LLC 0.19% Reduce -11.0% 1,364 $266K
Winthrop Advisory Group LLC 0.03% Add +12.2% 1,342 $263K
Gilman Hill Asset Management, LLC 0.04% Reduce -6.9% 1,348 $263K
Golden State Wealth Management, LLC 0.03% Reduce -15.2% 1,347 $263K
Pennington Partners & Co., LLC 0.14% Reduce -3.8% 1,339 $262K
Rehmann Capital Advisory Group 0.02% Add +0.1% 1,341 $262K
Canandaigua National Trust Co of Florida 0.19% Reduce -21.3% 1,339 $261K
Passive Capital Management, LLC. 0.08% No change 1,310 $260K
Wealth Quarterback LLC 0.12% Reduce -33.5% 1,329 $259K
Headinvest, LLC 0.06% Reduce -10.2% 1,325 $258K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -1.1% 1,318 $257K
Claris Advisors, LLC / Mo / 0.09% No change 1,315 $256K
Foundation Wealth Management, LLC\PA 0.11% No change 1,312 $256K
Cobblestone Capital Advisors LLC 0.01% Reduce -16.6% 1,308 $255K
Axim Planning & Wealth 0.23% Reduce -16.1% 1,308 $255K
Capital Investment Counsel, LLC 0.04% New 1,296 $253K
Paragon Advisors, LLC 0.07% Add +2.8% 1,290 $251K
Curi Capital, LLC 0.00% New 1,283 $251K
Brady Martz Wealth Solutions, LLC 0.05% Reduce -0.1% 1,282 $250K
Sonora Investment Management Group, LLC 0.02% New 1,281 $250K
Bogart Wealth, LLC 0.01% Add +1.0% 1,278 $249K
TruWealth Advisors, LLC 0.01% No change 1,269 $247K
Shared Vision Wealth Group LLC 0.12% No change 1,244 $247K
Park Place Capital Corp 0.06% No change 1,229 $244K
Wells Financial Advisors INC 0.34% Reduce -7.5% 1,251 $244K
Liberty Capital Management, Inc. 0.05% No change 1,251 $244K
RCS Financial Planning, LLC 0.12% New 1,241 $243K
Horizon Bancorp Inc. 0.12% Reduce -25.5% 1,242 $242K
Summit Asset Management, LLC 0.04% No change 1,239 $242K
TFC Financial Management, Inc. 0.03% Reduce -11.8% 1,238 $241K
Cherry Creek Investment Advisors, Inc. 0.11% Reduce -7.5% 1,222 $238K
Harbour Capital Advisors, LLC 0.05% Reduce -4.0% 1,187 $238K
Financial Advocates Investment Management 0.02% Reduce -80.4% 1,222 $238K
Berger Financial Group, Inc 0.02% Reduce -7.7% 1,215 $237K
Advisors Capital Management, LLC 0.00% New 1,212 $236K
L. Roy Papp & Associates, LLP 0.03% No change 1,208 $236K
Von Berge Wealth Management Group, LLC 0.13% Add +0.2% 1,153 $234K
Intelligence Driven Advisers, LLC 0.04% Reduce -2.1% 1,189 $232K
Defined Wealth Management, LLC 0.14% No change 1,187 $232K
SilverOak Wealth Management LLC 0.04% No change 1,181 $230K
Balboa Wealth Partners 0.05% New 1,173 $229K
Salomon & Ludwin, LLC 0.02% Add +0.2% 1,140 $229K
Strategic Financial Services, Inc. 0.01% No change 1,165 $227K
Ehrlich Financial Group 0.15% Add +4.5% 1,163 $227K
Andrews, Lucia Wealth Management LLC 0.15% No change 1,160 $226K
Meeder Advisory Services, Inc. 0.01% Reduce -50.9% 1,160 $226K
Synergy Asset Management, LLC 0.03% New 1,158 $226K
Archer Investment Corp 0.05% Add +1.2% 1,154 $225K
Hazlett, Burt & Watson, Inc. 0.09% Reduce -27.2% 1,153 $225K
Peirce Capital Management, LLC 0.10% New 1,148 $224K
Vawter Financial, Ltd. 2.52% Reduce -91.7% 1,146 $223K
Holos Integrated Wealth LLC 0.13% No change 1,125 $223K
Insight Inv LLC 0.15% No change 1,143 $223K
Campbell Deegan Wealth Management, LLC 0.22% Reduce -22.4% 1,142 $223K
Murphy Pohlad Asset Management LLC 0.09% Add +3.6% 1,141 $223K
Seven Mile Advisory 0.13% No change 1,135 $221K
Connecticut Wealth Management, LLC 0.01% Reduce -7.6% 1,131 $220K
Sovran Advisors, LLC 0.02% New 1,100 $220K
Angeles Wealth Management, LLC 0.02% Add +0.1% 1,130 $220K
Pinion Investment Advisors, LLC 0.08% New 1,125 $219K
Maridea Wealth Management LLC 0.06% No change 1,119 $218K
Lauterbach Financial Advisors, LLC 0.12% New 1,117 $218K
SVB Wealth LLC 0.01% New 1,115 $217K
Gray Private Wealth, LLC 0.12% New 1,108 $216K
Capital Group Private Client Services, Inc. 0.00% Reduce -3.1% 1,108 $216K
Advisor OS, LLC 0.02% New 1,106 $216K
Moloney Securities Asset Management, LLC 0.03% No change 1,105 $215K
World Equity Group, Inc. 0.06% New 1,103 $215K
Keystone Financial Services, LLC 0.16% Reduce -0.2% 1,100 $214K
Legacy Bridge, LLC 0.10% Reduce -5.2% 1,098 $214K
RFG Holdings, Inc. 0.06% Add +0.1% 1,096 $214K
Jackson, Grant Investment Advisers, Inc. 0.08% No change 1,091 $213K
Woodard & Co. Asset Management Group Inc. 0.04% Reduce -8.5% 1,080 $211K
Silver Oak Wealth Advisors Services, LLC 0.15% New 1,079 $211K
Graney & King, LLC 0.14% No change 1,077 $210K
Prudent Investors Network, Inc. 0.06% Reduce -34.0% 1,075 $210K
Core Wealth Partners LLC 0.11% New 1,073 $209K
Performance Wealth Partners, LLC 0.01% New 1,071 $209K
Independent Wealth Network Inc. 0.08% New 1,067 $208K
Omega Financial Group, LLC 0.07% New 1,058 $206K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -2.7% 1,047 $204K
Northstar Group, Inc. 0.03% New 1,045 $204K
Patriot Financial Group Insurance Agency, LLC 0.02% New 1,043 $203K
Ipsen Advisor Group LLC 0.15% New 1,042 $203K
WPG Advisers, LLC 0.17% Reduce -3.7% 1,040 $203K
Schulz Wealth, LTD. 0.15% New 1,039 $203K
Copperwynd Financial, LLC 0.05% New 1,037 $202K
GatePass Capital, LLC 0.14% Reduce -34.6% 1,035 $202K
Beaumont Financial Advisors, LLC 0.01% New 1,035 $202K
Key Financial Inc 0.04% Add +0.7% 1,032 $201K
Smithbridge Asset Management Inc. 0.04% New 1,030 $201K
Lifeworks Advisors, LLC 0.03% New 1,029 $201K
Satovsky Asset Management LLC 0.04% Reduce -4.8% 1,027 $200K
River Wealth Advisors LLC 0.02% Reduce -23.5% 1,026 $200K
Advantage Trust Co 0.10% No change 1,000 $195K
Community Bank, N.A. 0.03% No change 1,000 $195K
Maseco LLP 0.01% — 1,000 $195K
Johnson Financial Group, Inc. 0.01% Add +415.5% 995 $195K
N.E.W. Advisory Services LLC 0.02% Reduce -30.3% 989 $193K
Rothschild Investment LLC 0.01% Add +1.4% 986 $192K
Lanark Financial, Inc. 0.02% No change 989 $192K
Mb, Levis & Associates, LLC 0.08% Add +33.6% 971 $189K
Brown Brothers Harriman & Co. 0.00% Reduce -1.0% 958 $187K
Operose Advisors LLC 0.05% Add +15.5% 922 $180K
LRI Investments, LLC 0.02% No change 918 $179K
Whipplewood Advisors, LLC 0.10% Add +246.2% 914 $178K
First PREMIER Bank 0.04% Reduce -14.2% 910 $177K
Sierra Ocean, LLC 0.13% No change 906 $177K
Sound Income Strategies, LLC 0.01% Add +158.3% 904 $176K
Kennebec Savings Bank 0.17% No change 900 $176K
Bare Financial Services, Inc 0.06% No change 873 $170K
Abound Wealth Management 0.05% Reduce -4.1% 866 $169K
Total Investment Management Inc. 0.02% Reduce -50.2% 857 $167K
Mowery & Schoenfeld Wealth Management, LLC 0.27% No change 844 $165K
New Republic Capital, LLC 0.06% Reduce -3.8% 818 $160K
WealthCollab, LLC 0.09% No change 820 $160K
Arcadia Investment Advisors LLC 0.08% New 811 $158K
Addison Advisors LLC 0.04% Add +7.9% 790 $154K
Proffitt & Goodson Inc. 0.02% No change 783 $153K
Dagco, Inc. 0.04% No change 770 $150K
Atlantic Union Bankshares Corp 0.00% New 760 $148K
Halbert Hargrove Global Advisors, LLC 0.01% No change 718 $140K
Crewe Advisors LLC 0.02% Add +3.2% 716 $140K
Curio Wealth, LLC 0.06% Add +23433.3% 706 $138K
Nalls Sherbakoff Group, LLC 0.10% Add +1181.8% 705 $137K
Colony Family Offices, LLC 0.04% Add +9.6% 694 $136K
Glen Eagle Advisors, LLC 0.02% Reduce -29.5% 677 $132K
Atlantic Private Wealth, LLC 0.09% No change 673 $131K
McIlrath & Eck, LLC 0.01% No change 668 $130K
West Paces Advisors Inc. 0.03% No change 666 $130K
Thompson Investment Management, Inc. 0.02% No change 635 $124K
MV Capital Management, Inc. 0.01% No change 633 $123K
Lazard Asset Management LLC 0.00% No change 610 $118K
Field & Main Bank 0.04% No change 600 $117K
GAMMA Investing LLC 0.01% Add +5.9% 593 $116K
Brooklyn Investment Group 0.01% Reduce -0.7% 584 $114K
10Elms LLP 0.12% No change 562 $110K
Qube Research & Technologies Ltd 0.00% Reduce -75.0% 557 $109K
Investors Research Corp 0.02% No change 546 $106K
Tanglewood Legacy Advisors, LLC 0.04% Add +24.5% 539 $105K
Oxford Financial Group, LTD. LLC 0.01% No change 537 $105K
Ameriflex Group, Inc. 0.05% Add +18.6% 517 $101K
Centricity Wealth Management, LLC 0.08% No change 517 $101K
Fairscale Capital, LLC 0.07% No change 502 $100K
Bradley & Co. Private Wealth Management, LLC 0.06% No change 506 $99K
Wagner Wealth Management, LLC 0.02% Add +70.3% 504 $98K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 500 $98K
SYM FINANCIAL Corp 0.01% No change 500 $98K
Sachetta, LLC 0.04% Reduce -2.6% 490 $96K
Valley National Advisers Inc. 0.02% No change 491 $95K
Keener Financial Planning LLC 0.05% Add +128.9% 467 $91K
Bfsg, LLC 0.01% Reduce -17.9% 459 $90K
Strategic Wealth Partners, Ltd. 0.01% — 444 $87K
Gen-Wealth Partners Inc 0.03% Add +0.5% 435 $85K
Old Second National Bank of Aurora 0.02% Reduce -8.3% 428 $83K
TCTC Holdings, LLC 0.00% No change 423 $82K
Crowley Wealth Management, Inc. 0.07% No change 404 $79K
Systematic Financial Management LP 0.00% Reduce -39.6% 401 $78K
Mechanics Financial Corp 0.03% No change 400 $78K
Mogy Joel R Investment Counsel Inc. 0.00% No change 400 $78K
Breakwater Investment Management 0.03% No change 386 $75K
DHJJ Financial Advisors, Ltd. 0.03% Reduce -1.3% 378 $74K
American Capital Advisory, LLC 0.04% No change 375 $73K
Van Den Berg Management I, Inc. 0.02% No change 370 $72K
Private Wealth Asset Management, LLC 0.01% Add +56.5% 363 $71K
Cape Investment Advisory, Inc. 0.03% Add +1.1% 354 $69K
Trifecta Capital Advisors, LLC 0.01% No change 345 $67K
JDM Financial Group LLC 0.03% No change 341 $66K
Hurley Capital, LLC 0.04% Reduce -43.0% 325 $63K
Beacon Capital Management, LLC 0.01% No change 319 $62K
Quest 10 Wealth Builders, Inc. 0.06% No change 319 $62K
Peachtree Investment Partners, LLC 0.02% No change 316 $62K
Rossby Financial, LCC 0.02% Reduce -1.6% 315 $61K
Armstrong Advisory Group, Inc. 0.00% Add +17.7% 306 $60K
First Command Advisory Services, Inc. 0.00% Reduce -36.2% 305 $59K
Founders Financial Alliance, LLC 0.01% Reduce -76.5% 303 $59K
Wallace Hart LLC 0.05% New 298 $58K
SJS Investment Consulting Inc. 0.01% No change 298 $58K
Elevation Point Wealth Partners, LLC 0.00% New 290 $56K
Compass Planning Associates Inc 0.05% Add +7.0% 289 $56K
Alerus Financial NA 0.00% New 274 $53K
Vermillion Wealth Management, Inc. 0.02% Reduce -1.2% 253 $49K
Retirement Wealth Solutions LLC 0.04% New 250 $49K
CBIZ Investment Advisory Services, LLC 0.00% No change 248 $48K
Indiana Trust & Investment Management Co 0.02% No change 245 $48K
IAG Wealth Partners, LLC 0.01% Reduce -15.5% 245 $48K
Rise Advisors, LLC 0.02% Reduce -8.0% 242 $47K
Kilter Group LLC 0.02% New 241 $47K
Barclays PLC 0.00% No change 240 $47K
Perritt Capital Management Inc 0.02% No change 238 $47K
Salem Investment Counselors Inc. 0.00% Reduce -90.0% 232 $45K
Horrell Capital Management, Inc. 0.02% No change 232 $45K
Park Square Financial Group, LLC 0.03% Add +21.1% 230 $45K
Tidemark, LLC 0.01% No change 230 $45K
MeadowBrook Investment Advisors LLC 0.04% No change 225 $44K
2UniFi Bank 0.02% Add +9.8% 225 $44K
Cornerstone Planning Group LLC 0.01% Reduce -25.8% 219 $44K
Jackson Hole Capital Partners, LLC 0.01% No change 215 $42K
Cardinal Strategic Wealth Guidance 0.01% No change 210 $41K
Parkworth Wealth Management, Inc. 0.03% No change 210 $41K
Hantz Financial Services, Inc. 0.00% No change 204 $40K
JNBA Financial Advisors 0.00% Add +137.2% 204 $40K
Eastern Bank 0.00% No change 203 $40K
Redwood Park Advisors LLC 0.03% No change 200 $39K
Orion Capital Management LLC 0.01% No change 196 $38K
Compass Financial Services Inc 0.02% New 195 $38K
Millstone Evans Group, LLC 0.03% Add +4.9% 194 $38K
Pinney & Scofield, Inc. 0.03% No change 192 $37K
Matrix Private Capital Group LLC 0.02% No change 190 $37K
Horizon Financial Services, LLC 0.02% Reduce -12.8% 184 $36K
Heritage Wealth Advisors 0.00% Add +190.5% 183 $36K
Front Row Advisors LLC 0.01% New 177 $35K
Financial Gravity Companies, Inc. 0.01% — 170 $33K
Blue Bell Private Wealth Management, LLC 0.01% No change 169 $33K
ORG Partners LLC 0.01% No change 164 $33K
Team Financial Group, LLC 0.01% New 156 $30K
Traub Capital Management LLC 0.03% — 155 $30K
Blume Capital Management, Inc. 0.01% New 148 $29K
Caldwell Sutter Capital, Inc. 0.01% No change 143 $28K
Delta Asset Management LLC 0.00% No change 143 $28K
Berkshire Money Management, Inc. 0.00% New 125 $24K
Sunbelt Securities, Inc. 0.00% Add +1.6% 123 $24K
Hamilton Point Investment Advisors, LLC 0.00% No change 124 $24K
Marquette Asset Management, LLC 0.00% No change 124 $24K
BOK Financial Private Wealth, Inc. 0.00% No change 123 $24K
Pin Oak Investment Advisors Inc. 0.02% New 212 $24K
Oakworth Capital, Inc. 0.00% No change 120 $23K
LGT Financial Advisors LLC 0.06% No change 118 $23K
Country Trust Bank 0.00% No change 114 $22K
Fairman Group, LLC 0.02% No change 110 $21K
Red Lighthouse Investment Management, LLC 0.01% Reduce -67.1% 110 $21K
Signature Resources Capital Management, LLC 0.01% Reduce -4.5% 107 $21K
New England Capital Financial Advisors LLC 0.01% Reduce -44.6% 107 $21K
EMC Capital Management 0.01% No change 100 $20K
Financial Management Professionals, Inc. 0.00% No change 100 $20K
Broadwater Capital Management LLC 0.02% Add +19401.0% 19,501 $20K
MilWealth Group LLC 0.01% No change 100 $20K
Twin Peaks Wealth Advisors, LLC 0.01% New 95 $19K
Westside Investment Management, Inc. 0.00% No change 97 $19K
Tompkins Financial Corp. 0.00% No change 97 $19K
Mid-American Wealth Advisory Group, Inc. 0.01% New 94 $18K
Marshall & Sterling Wealth Advisors Inc. 0.01% No change 94 $18K
BTG Pactual Asset Management US LLC 0.00% New 93 $18K
Highline Wealth Partners LLC 0.01% No change 92 $18K
Private Wealth Management Group, LLC 0.01% No change 91 $18K
Albion Financial Group 0.00% No change 91 $18K
Valley Wealth Managers, Inc. 0.00% Reduce -4.4% 87 $17K
Morris Financial Concepts, Inc. 0.01% Add +19.4% 86 $17K
Bellevue Asset Management, LLC 0.01% Add +1.2% 84 $16K
Legacy Investment Solutions, LLC 0.01% — 83 $16K
Legacy Wealth Managment, LLC 0.01% No change 83 $16K
Pineridge Advisors LLC 0.01% No change 83 $16K
Elevate Wealth Advisory, Inc. 0.01% New 78 $15K
Zions Bancorporation, National Association 0.00% No change 78 $15K
Union Savings Bank 0.01% No change 75 $15K
Main Street Group, LTD 0.01% Reduce -13.9% 74 $14K
Delos Wealth Advisors, LLC 0.01% New 73 $14K
YANKCOM Partnership 0.01% No change 70 $14K
Fuller & Thaler Asset Management, Inc. 0.00% Add +3.0% 68 $13K
Dynamic Wealth Strategies, LLC 0.01% New 63 $12K
CNB Bank 0.01% No change 63 $12K
Anfield Capital Management, LLC 0.00% No change 63 $12K
Roble, Belko & Company, Inc 0.00% No change 64 $12K
Mycio Wealth Partners, LLC 0.00% No change 57 $11K
Barnes Dennig Private Wealth Management LLC 0.01% No change 56 $11K
Global Wealth Strategies & Associates 0.00% Reduce -57.7% 55 $11K
DT Investment Partners, LLC 0.00% No change 55 $11K
Tucker Asset Management LLC 0.00% New 54 $11K
Gleason Group, Inc. 0.00% No change 52 $10K
MCF Advisors LLC 0.00% No change 50 $10K
NFSG Corp 0.00% Reduce -28.6% 50 $10K
Frazier Financial Advisors, LLC 0.01% No change 50 $10K
Future Financial Wealth Managment LLC 0.01% No change 49 $10K
Valued Wealth Advisors LLC 0.00% No change 48 $9K
Bernard Wealth Management Corp. 0.00% No change 47 $9K
Kessler Investment Group, LLC 0.00% No change 47 $9K
Navigoe, LLC 0.01% Add +32.4% 49 $9K
Armor Investment Advisors, LLC 0.00% No change 46 $9K
Aventura Private Wealth, LLC 0.00% No change 45 $9K
Evolution Wealth Management Inc. 0.01% — 41 $8K
Crews Bank & Trust 0.00% No change 40 $8K
FSA Wealth Management LLC 0.00% No change 40 $8K
Howe & Rusling Inc. 0.00% New 39 $8K
Atlantic Edge Private Wealth Management, LLC 0.00% Reduce -53.2% 37 $7K
Steph & Co. 0.00% No change 37 $7K
First Financial Corp. 0.00% No change 35 $7K
DecisionPoint Financial, LLC 0.00% No change 34 $7K
Lowe Brockenbrough & Co. Inc. 0.00% New 34 $7K
Hughes Financial Services, LLC 0.00% Reduce -62.9% 33 $7K
Richards, Merrill & Peterson, Inc. 0.00% No change 32 $6K
Nova Wealth Management, Inc. 0.00% Add +0.0% 31 $6K
Christopher J. Hasenberg, Inc 0.00% Reduce -34.8% 30 $6K
ROSS\JOHNSON & Associates LLC 0.11% No change 28 $5K
Clearstead Trust, LLC 0.00% Reduce -89.6% 26 $5K
Game Plan Financial Advisors, LLC 0.00% No change 26 $5K
Provenance Wealth Advisors, LLC 0.00% Reduce -71.3% 25 $5K
Koesten, Hirschmann & Crabtree, INC. 0.00% Add +14.3% 24 $5K
HFM Investment Advisors, LLC 0.00% Reduce -4.5% 21 $4K
Winch Advisory Services, LLC 0.00% No change 20 $4K
Costello Asset Management, INC 0.00% Add +1900.0% 20 $4K
Prestige Wealth Management Group LLC 0.00% No change 19 $4K
FWL Investment Management, LLC 0.00% No change 17 $3K
Running Point Capital Advisors, LLC 0.00% No change 16 $3K
North Ridge Wealth Advisors, Inc. 0.00% New 14 $3K
Global Trust Asset Management, LLC 0.00% No change 13 $3K
Central Pacific Bank - Trust Division 0.00% No change 13 $3K
Register Financial Advisors LLC 0.00% No change 12 $2K
EPG Wealth Management LLC 0.00% Reduce -83.8% 12 $2K
Ashton Thomas Securities, LLC 0.00% No change 12 $2K
Coston, McIsaac & Partners 0.00% No change 15 $2K
Hanson & Doremus Investment Management 0.00% New 10 $2K
Darwin Wealth Management, LLC 0.00% No change 9 $2K
Nemes Rush Group LLC 0.00% Reduce -99.8% 9 $2K
Prudent Man Investment Management, Inc. 0.00% No change 7 $1K
MPWM Advisory Solutions, LLC 0.00% Reduce -79.4% 7 $1K
Hopwood Financial Services, Inc. 0.00% No change 5 $976
Gables Capital Management Inc. 0.00% No change 5 $975
Fairway Wealth LLC 0.00% Reduce -97.7% 4 $780
Spurstone Advisory Services, LLC 0.01% No change 3 $585
St Germain D J Co. Inc. 0.00% Reduce -96.4% 2 $390
Concord Wealth Partners 0.00% Reduce -97.2% 1 $200
Tradewinds Capital Management, LLC 0.00% No change 1 $196
Ritter Daniher Financial Advisory LLC / DE 0.00% New 1 $196

"% 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.