Vngrd Mrngst SL-CP Val ETF-UVBRETF

13F holders, Q3 2025 (September 30)
1,576holders +14
97new positions
71sold out
4famous investors
$208.12avg. 13F price*

At the end of Q3 2025, 1,576 institutions reported holding Vngrd Mrngst SL-CP Val ETF-U (VBR) in their 13F filings, up 14 from Q2 2025. 97 opened new positions and 71 sold out. The largest holders were Bank of America Corp. ($3.2B), Assetmark, Inc. ($890.4M) and Morgan Stanley ($799.5M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Vngrd Mrngst SL-CP Val ETF-U
Filed as
VANGUARD INDEX FDS (Q3 2025)
CUSIP
922908611
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions97$125.6M
Exits71$48.7M

All 13F filers, Q2 2025 → Q3 2025: 2,824,269 shares bought and 2,638,060 shares sold, net +186,209 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,576 holders

Bank of America Corp. 0.24% Add +1.4% 15,438,804 $3.2B
Assetmark, Inc. 1.91% Reduce -2.2% 4,266,021 $890.4M
Morgan Stanley 0.05% Reduce -0.9% 3,830,880 $799.5M
Betterment LLC 1.28% Reduce -3.1% 3,100,066 $647.0M
Wells Fargo & Company 0.08% Reduce -1.8% 1,776,642 $370.8M
Envestnet Asset Management Inc. 0.10% Reduce -2.5% 1,659,874 $346.4M
Aspiriant, LLC 9.75% Add +3.0% 1,527,300 $318.8M
Sei Investments Co. 0.33% Add +1.8% 1,452,261 $303.1M
UBS Group AG 0.06% Reduce -11.3% 1,449,131 $302.4M
LPL Financial LLC 0.09% Reduce -0.5% 1,430,106 $298.5M
Captrust Financial Advisors 0.52% Add +7.7% 1,224,488 $255.6M
Cetera Investment Advisers 0.26% Add +21.6% 1,070,900 $223.5M
Raymond James Financial Inc. 0.06% Add +3.0% 951,299 $198.5M
Jones Financial Companies LLLP 0.13% Reduce -14.7% 906,506 $189.8M
Osaic Holdings, Inc. 0.26% Add +9.0% 885,454 $185.0M
Tiaa Trust, National Association 0.43% Add +9.3% 855,498 $178.6M
PNC Financial Services Group, Inc. 0.10% Add +5.5% 823,826 $171.9M
HighTower Advisors, LLC 0.19% Reduce -0.8% 815,198 $170.1M
Allworth Financial LP 0.75% Add +1.8% 809,011 $168.8M
Choreo, LLC 2.15% Add +1.0% 785,889 $164.8M
JPMorgan Chase & Co. 0.01% Reduce -2.7% 727,231 $151.8M
Ameriprise Financial Inc. 0.04% Reduce -1.7% 726,669 $151.7M
Mather Group, Llc. 1.34% Reduce -27.0% 637,311 $133.0M
Efficient Advisors, LLC 7.24% Add +0.8% 615,422 $128.4M
Commonwealth Equity Services, LLC 0.16% Reduce -11.5% 589,386 $123.0M
Focus Partners Wealth 0.19% Reduce -21.1% 552,460 $115.3M
Rwa Wealth Partners, LLC 1.15% Add +3.5% 483,851 $101.0M
Royal Bank of Canada 0.02% Reduce -4.0% 483,663 $100.9M
Mill Creek Capital Advisors, LLC 2.07% Reduce -0.2% 482,541 $100.7M
Park Avenue Securities LLC 0.77% Add +17.3% 471,888 $98.5M
Wealth Enhancement Advisory Services, LLC 0.15% Reduce -4.0% 460,904 $96.2M
Mariner, LLC 0.12% Add +1.8% 460,317 $96.1M
Rockefeller Capital Management L.P. 0.18% Add +2.5% 451,626 $94.3M
Moneta Group Investment Advisors LLC 0.75% Add +2.8% 449,384 $93.8M
JMG Financial Group, Ltd. 2.35% Reduce -0.8% 394,828 $82.4M
Retirement Investment Advisors, Inc. 6.70% Add +1.7% 386,047 $80.6M
Retirement Systems of Alabama 0.27% No change 382,480 $79.8M
Stephens Group Asset Management, LLC 5.32% Reduce -16.6% 378,525 $79.0M
Northwestern Mutual Wealth Management Co. 0.05% Add +3.6% 367,568 $76.7M
Wealthspire Advisors, LLC 0.39% Add +0.7% 359,466 $75.0M
Modera Wealth Management, LLC 0.87% Reduce -1.1% 358,443 $74.8M
United Capital Financial Advisors, LLC 0.53% Reduce -6.2% 349,701 $73.0M
Bank of Montreal 0.03% Reduce -8.4% 349,500 $72.9M
Stifel Financial Corp. 0.06% Add +2.3% 339,403 $70.8M
Corient Private Wealth LP 0.11% Add +62.1% 322,615 $67.4M
Goldman Sachs Group Inc. 0.01% Reduce -11.4% 316,472 $66.1M
Rodgers & Associates, LTD 6.76% Reduce -0.8% 314,416 $65.6M
Mokosak Advisory Group, LLC 16.91% Add +1.6% 309,726 $64.6M
Creative Planning 0.05% Add +3.2% 307,216 $64.1M
1832 Asset Management L.P. 0.11% Reduce -4.2% 302,556 $63.1M
Savant Capital, LLC 0.38% Add +13.4% 299,873 $62.6M
Cresset Asset Management, LLC 0.27% Add +6.0% 297,423 $62.4M
Bragg Financial Advisors, Inc 2.03% Reduce -4.1% 294,047 $61.4M
Financial Advisory Corp 8.69% Add +2.5% 282,758 $59.0M
Mason Investment Advisory Services, Inc. 2.93% Add +0.1% 281,484 $58.7M
Stephens Inc. 0.71% Reduce -0.6% 268,397 $56.0M
Exencial Wealth Advisors, LLC 1.82% Reduce -2.2% 267,656 $55.9M
Cerity Partners LLC 0.09% Add +0.7% 255,634 $53.4M
Charles Schwab Investment Management Inc. 0.01% Reduce -4.7% 255,384 $53.3M
Wit, LLC 1.18% No change 250,167 $52.2M
Bailard, Inc. 1.12% Add +0.5% 247,841 $51.7M
Thompson Siegel & Walmsley LLC 0.81% Add +0.2% 239,216 $49.9M
Zhang Financial LLC 2.00% Reduce -0.2% 236,207 $49.3M
Inspirion Wealth Advisors, LLC 6.30% Reduce -3.3% 224,362 $45.0M
Truist Financial Corp. 0.06% Add +5.3% 214,208 $44.7M
Abacus Planning Group, Inc. 6.13% Add +3.4% 212,793 $44.4M
Equitable Holdings, Inc. 0.32% Add +11.7% 210,170 $43.9M
MML Investors Services, LLC 0.11% Reduce -16.4% 204,984 $42.8M
Foster Group, Inc. 1.30% Reduce -2.5% 198,947 $41.5M
Summit Financial, LLC 0.62% Reduce -4.4% 194,255 $40.5M
25 LLC 13.66% Add +0.4% 192,208 $40.1M
Opal Wealth Advisors, LLC 10.91% Add +2.1% 187,821 $39.2M
Comprehensive Financial Management LLC 1.07% No change 184,376 $38.7M
Strategies Wealth Advisors, LLC 3.75% Add +0.9% 172,619 $36.0M
Mercer Global Advisors Inc. 0.06% Reduce -3.3% 170,530 $35.6M
Cambridge Investment Research Advisors, Inc. 0.10% Reduce -3.0% 168,115 $35.1M
Waldron Private Wealth LLC 1.41% Reduce -1.0% 166,158 $34.8M
Merit Financial Group, LLC 0.31% Reduce -5.2% 160,742 $33.5M
Sanctuary Advisors, LLC 0.18% Add +2.7% 153,674 $32.1M
Pathstone Holdings, LLC 0.12% Reduce -5.9% 152,877 $31.9M
US Bancorp \de 0.04% Add +2.5% 151,611 $31.7M
Asset Management Group, Inc. 5.08% Reduce -0.5% 148,685 $31.0M
Private Advisor Group, LLC 0.15% Add +15.2% 145,188 $30.3M
Verus Financial Partners, Inc. 2.90% Reduce -2.6% 144,562 $30.2M
NewEdge Advisors, LLC 0.14% Add +1.2% 144,361 $30.1M
Kestra Advisory Services, LLC 0.14% Add +18.5% 142,807 $29.8M
Marotta Asset Management 5.42% Add +3.3% 137,510 $28.8M
Baird Financial Group, Inc. 0.05% Reduce -0.0% 137,590 $28.7M
Aaron Wealth Advisors LLC 1.72% Add +41.5% 136,680 $28.5M
Comerica Bank 0.11% Reduce -4.1% 135,364 $28.3M
Wealth Architects, LLC 2.64% Reduce -0.3% 133,972 $28.0M
Northwest Quadrant Wealth Management, LLC 5.88% Reduce -1.3% 133,429 $27.8M
FMR LLC 0.00% Add +1.0% 133,380 $27.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.56% Reduce -0.3% 132,274 $27.6M
World Investment Advisors 0.56% Add +1650.1% 131,710 $27.5M
McAdam, LLC 1.34% Add +1.4% 130,500 $27.2M
Focus Partners Advisor Solutions, LLC 0.31% Reduce -6.5% 130,556 $27.1M
Brickley Wealth Management 4.52% Add +0.0% 124,278 $25.9M
Grey Fox Wealth Advisors, LLC 5.13% Add +4.5% 119,982 $25.2M
Plante Moran Financial Advisors, LLC 1.55% Add +3.0% 118,432 $24.7M
Pasadena Private Wealth, LLC 3.56% Add +0.8% 118,139 $24.7M
BHK Investment Advisors, LLC 9.08% Reduce -0.8% 116,464 $24.3M
Silver Coast Investments LLC 8.21% Reduce -2.8% 114,502 $23.9M
Natixis Advisors, LLC 0.03% Add +13.1% 113,178 $23.6M
Shakespeare Wealth Management, LLC 5.30% Add +1.8% 111,542 $23.3M
Total Wealth Planning, LLC 2.62% Add +0.9% 108,675 $22.7M
Fiducient Advisors LLC 2.59% Add +0.3% 105,738 $22.2M
Atria Investments, Inc 0.25% Add +2.9% 106,136 $22.2M
Whitaker-Myers Wealth Managers, LTD. 4.59% Add +7.7% 100,778 $21.0M
Balance Wealth Partners LLC 5.18% New 100,413 $21.0M
Partners in Financial Planning 3.62% Reduce -0.3% 100,216 $20.9M
Beacon Pointe Advisors, LLC 0.18% Reduce -2.0% 99,499 $20.8M
PDS Planning, Inc 1.43% Reduce -1.2% 99,014 $20.7M
Coastline Trust Co 2.18% Reduce -0.7% 97,182 $20.3M
Empowered Funds, LLC 0.20% Add +12.8% 96,186 $20.1M
Avion Wealth 4.21% Reduce -0.4% 94,038 $19.6M
Avior Wealth Management, LLC 0.63% Add +0.8% 93,655 $19.5M
TrueWealth Financial Partners 9.94% Add +5.2% 93,357 $19.5M
NorthCoast Asset Management LLC 0.07% Reduce -3.3% 90,078 $18.8M
Johnson Investment Counsel Inc. 0.15% Add +2.8% 86,615 $18.1M
Gallagher Fiduciary Advisors, LLC 0.66% Reduce -1.1% 86,220 $18.0M
Studio Investment Management LLC 3.38% Reduce -8.5% 85,498 $17.9M
Fifth Third Bancorp 0.06% Reduce -3.8% 85,084 $17.8M
Strategic Investment Advisors / MI 1.58% Reduce -71.0% 24,761 $17.6M
Marmo Financial Group, LLC 8.52% New 84,273 $17.6M
&partners 0.11% Add +18.5% 82,863 $17.3M
Brooklyn FI, LLC 3.84% Add +10.2% 82,092 $17.1M
Glenmede Investment Management, LP 0.08% Add +1.1% 81,435 $17.0M
Sequoia Financial Advisors, LLC 0.10% Reduce -0.8% 81,022 $16.9M
Hillman Co. 5.05% No change 78,406 $16.4M
Performa Ltd (US), LLC 4.29% Add +0.2% 77,500 $16.2M
Family CFO Inc 7.38% Add +1.3% 76,761 $16.0M
LMG Wealth Partners, LLC 2.93% Add +0.1% 75,554 $15.8M
Robinswood Financial LLC 5.23% Add +2.2% 75,138 $15.7M
D.A. Davidson & Co. 0.10% Add +23.1% 74,308 $15.5M
Quest Investment Management LLC 1.63% No change 74,298 $15.5M
Capital Wealth Management, LLC 5.39% Add +1.6% 74,236 $15.5M
Steward Partners Investment Advisory, LLC 0.09% Reduce -2.9% 73,949 $15.4M
Presilium Private Wealth, LLC 2.92% Add +1.7% 73,710 $15.4M
Benjamin Edwards Inc. 0.17% Reduce -1.1% 72,561 $15.1M
Traveka Wealth, LLC 6.66% Reduce -6.4% 71,492 $14.9M
Meridian Wealth Management, LLC 0.57% Add +5.3% 70,654 $14.7M
Arvest Investments, Inc. 2.11% Add +1.4% 70,561 $14.7M
Checchi Capital Advisers, LLC 1.00% Add +25.5% 69,640 $14.5M
Symmetry Partners, LLC 1.57% Add +27.7% 69,126 $14.4M
Tradition Wealth Management, LLC 1.07% Reduce -1.5% 69,035 $14.4M
Black Diamond Financial, LLC 1.61% Add +66.8% 68,848 $14.4M
Bartlett & Co. Wealth Management LLC 0.19% Reduce -3.4% 68,260 $14.3M
Jacobsen Capital Management 4.82% Reduce -4.7% 68,089 $14.2M
Phillips Financial Management, LLC 0.94% Reduce -0.4% 68,043 $14.2M
Texas Yale Capital Corp. 0.45% Add +0.0% 67,849 $14.2M
Peapack Gladstone Financial Corp. 0.18% Add +4.4% 66,678 $13.9M
Bank of New York Mellon Corp 0.00% Add +11.9% 66,430 $13.9M
BancFirst Trust & Investment Management 5.23% Add +4.5% 65,865 $13.7M
Victory Financial Group, LLC 1.88% Add +7.0% 65,592 $13.7M
Advisory Services Network, LLC 0.20% Add +2.8% 64,069 $13.4M
Apella Capital, LLC 0.30% Add +1.6% 65,073 $13.4M
Ancora Advisors LLC 0.27% Add +0.4% 63,546 $13.3M
MAI Capital Management 0.08% Add +18.0% 62,945 $13.1M
HB Wealth Management, LLC 0.09% Reduce -0.1% 61,593 $12.9M
Weinberger Asset Management, Inc 4.61% Add +2.3% 61,012 $12.7M
Payne Capital Management, LLC 4.06% Add +13.8% 60,372 $12.6M
Baltimore-Washington Financial Advisors, Inc. 0.54% Add +16.2% 60,303 $12.6M
Financial Synergies Wealth Advisors, Inc. 1.26% Add +0.1% 59,624 $12.4M
Compound Planning, Inc. 0.40% Add +3.2% 59,019 $12.3M
Jmac Enterprises LLC 2.42% Add +2.7% 58,592 $12.2M
Shepherd Financial Partners LLC 1.16% Reduce -2.2% 58,512 $12.2M
Cherry Tree Wealth Management, LLC 2.68% Add +1.8% 58,402 $12.2M
Fourpath Capital Management, LLC 1.73% New 58,341 $12.2M
Center for Financial Planning, Inc. 1.29% Reduce -0.9% 58,024 $12.1M
Garde Capital, Inc. 0.61% Reduce -1.8% 57,789 $12.1M
Flywheel Private Wealth LLC 9.34% Add +7.4% 57,287 $12.0M
Eagle Strategies LLC 1.59% Add +19.6% 56,854 $11.9M
Praetorian Wealth Management, Inc. 2.42% Add +0.8% 56,621 $11.8M
Pure Financial Advisors, LLC 0.19% Add +3.6% 56,174 $11.7M
M&T Bank Corp 0.04% Reduce -5.2% 55,036 $11.5M
Wharton Business Group, LLC 0.50% Reduce -2.8% 54,721 $11.4M
Willis Investment Counsel 0.62% Add +0.2% 54,448 $11.4M
Veery Capital, LLC 3.55% Add +3.2% 53,910 $11.3M
Janney Montgomery Scott LLC 0.03% Reduce -7.6% 53,603 $11.2M
Sepio Capital, LP 0.66% Reduce -2.8% 53,357 $11.1M
Cwm, LLC 0.03% Reduce -13.2% 53,129 $11.1M
Fee-Only Financial Planning, L.C. 6.44% Reduce -1.5% 52,884 $11.0M
Blair William & Co. 0.03% Add +1.3% 52,221 $10.9M
Lansing Street Advisors 2.88% Add +6.5% 51,716 $10.8M
Firestone Capital Management 2.32% Add +2.1% 51,514 $10.8M
Steele Capital Management, Inc. 0.47% Reduce -12.9% 51,041 $10.7M
Vestmark Advisory Solutions, Inc. 0.20% New 50,629 $10.6M
Highland Capital Management, LLC 0.53% Reduce -2.3% 50,513 $10.5M
Joel Isaacson & Co., LLC 0.38% Add +1.8% 50,316 $10.5M
Bishop & Co Investment Management, LLC 3.49% Add +2.7% 50,013 $10.4M
Gladwyn Financial Advisors, Inc. 7.48% Add +1.1% 49,910 $10.4M
Capital Advantage, Inc. 1.56% Add +1.9% 49,714 $10.4M
Concurrent Investment Advisors, LLC 0.18% Reduce -2.0% 49,701 $10.4M
LMCG Investments, LLC 0.61% Reduce -4.6% 49,695 $10.4M
Family Wealth Partners, LLC 3.87% Add +3.9% 49,445 $10.3M
CX Institutional 0.31% Add +1.1% 48,620 $10.1M
One Degree Advisors Inc 3.10% Add +4.5% 48,423 $10.1M
Kestra Private Wealth Services, LLC 0.13% Add +0.9% 47,365 $9.9M
JBGlobal.com LLC 9.92% Reduce -10.9% 46,661 $9.7M
Cardiff Park Advisors, LLC 0.75% Add +0.0% 46,642 $9.7M
Parallel Advisors, LLC 0.18% Reduce -0.7% 46,573 $9.7M
Sage Financial Group Inc. 0.66% Add +1.1% 46,268 $9.7M
Ieq Capital, LLC 0.03% Add +96.7% 46,093 $9.6M
Forbes Financial Planning, Inc. 6.31% Add +1.7% 45,326 $9.5M
DAVENPORT & Co LLC 0.05% Add +2.6% 45,511 $9.5M
ARS Wealth Advisors Group, LLC 0.93% Reduce -56.4% 45,160 $9.4M
Farmers & Merchants Trust Co of Chambersburg PA 2.66% Add +4.4% 45,053 $9.4M
Pinnacle Financial Partners Inc 0.22% Reduce -0.6% 44,814 $9.4M
Spectrum Investment Advisors, Inc. 5.02% Add +0.3% 44,406 $9.3M
AE Wealth Management LLC 0.06% Add +7.5% 43,809 $9.1M
Cullen/Frost Bankers, Inc. 0.11% Add +225.2% 43,617 $9.1M
Wrenne Financial Planning LLC 3.85% Reduce -1.0% 43,159 $9.0M
Fifth Third Securities, Inc. 0.61% Add +0.1% 43,140 $9.0M
AQR Capital Management 0.01% Add +273.0% 43,083 $9.0M
Alliancebernstein L.P. 0.00% Reduce -0.7% 43,067 $9.0M
Prosperity Planning, Inc. 3.38% Reduce -6.3% 42,922 $9.0M
Facet Wealth, Inc. 0.19% Reduce -2.1% 42,852 $8.9M
Brown Advisory Inc. 0.01% Add +0.8% 42,094 $8.8M
Mayport, LLC 1.90% Add +2.1% 41,952 $8.8M
Royce & Associates LP 0.09% New 41,219 $8.6M
Silvia McColl Wealth Management, LLC 5.79% Reduce -1.1% 41,002 $8.6M
Ifrah Financial Services, Inc. 2.20% Reduce -0.3% 40,596 $8.5M
First American Trust, FSB 0.61% Reduce -0.3% 40,420 $8.4M
Koshinski Asset Management, Inc. 0.60% Add +8.9% 40,386 $8.4M
SWAN Capital LLC 3.38% Reduce -25.3% 39,984 $8.3M
Plum Street Advisors, LLC 3.20% Reduce -1.1% 39,763 $8.3M
Kohmann Bosshard Financial Services, LLC 0.85% Reduce -3.2% 39,739 $8.3M
Cornerstone Wealth Advisors, Inc. 2.00% Reduce -5.7% 39,561 $8.3M
Leeward Financial Partners, LLC 2.33% Add +6.5% 39,276 $8.2M
RTD Financial Advisors, Inc. 0.98% Reduce -0.1% 39,033 $8.1M
Fortis Capital Management LLC 1.14% Add +0.2% 38,961 $8.1M
Relyea Zuckerberg Hanson LLC 0.85% Add +0.9% 38,733 $8.1M
Shufro Rose & Co. LLC 0.66% Reduce -3.7% 43,270 $8.1M
Collective Family Office LLC 1.93% Add +0.3% 38,575 $8.1M
Bradley Foster & Sargent Inc. 0.12% Reduce -0.8% 38,487 $8.0M
Courier Capital LLC 0.45% Add +0.4% 37,907 $7.9M
Nicholas Hoffman & Company, LLC. 0.19% Add +0.7% 37,685 $7.9M
Noble Family Wealth, LLC 1.73% Add +2.9% 37,537 $7.8M
Quent Capital, LLC 0.65% Reduce -0.5% 37,434 $7.8M
Cornerstone Wealth Management, LLC 0.43% Reduce -2.1% 37,314 $7.8M
San Luis Wealth Advisors LLC 1.40% Reduce -3.3% 37,309 $7.8M
Towerpoint Wealth, LLC 3.15% Add +2.7% 36,855 $7.7M
Total Clarity Wealth Management, Inc. 2.04% Reduce -10.9% 36,744 $7.7M
Sterling Wealth Management, Inc. 2.32% Reduce -3.7% 36,685 $7.7M
Spinnaker Trust 0.42% Reduce -0.5% 36,617 $7.6M
Whittier Trust Co. 0.09% Reduce -0.6% 36,173 $7.6M
Everhart Financial Group, Inc. 0.76% Add +7.8% 36,345 $7.6M
Farther Finance Advisors, LLC 0.11% Reduce -7.1% 36,060 $7.5M
Fairway Financial, LLC 5.90% Add +1.5% 35,862 $7.5M
Old National Bancorp 0.13% Reduce -0.8% 35,666 $7.4M
Arbor Wealth Advisors LLC 5.55% Add +0.1% 35,642 $7.4M
Tacita Capital Inc 4.47% Add +1.6% 35,437 $7.4M
Granby Capital Management, LLC 3.88% No change 35,000 $7.3M
White Lighthouse Investment Management Inc. 1.11% Add +1.5% 34,948 $7.3M
Ackerman Capital Advisors, LLC 1.53% Add +6.8% 34,920 $7.3M
Mosaic Family Wealth Partners, LLC 0.85% Add +1.8% 34,979 $7.3M
Nabity-Jensen Investment Management Inc 5.01% Reduce -1.5% 34,646 $7.2M
Cannon Financial Strategists, Inc. 1.03% Add +2.8% 34,425 $7.2M
Aurelius Family Office LLC 3.19% Reduce -1.6% 34,361 $7.2M
Elgethun Capital Management 1.29% Add +19.3% 34,004 $7.1M
GeoWealth Management, LLC 0.26% Reduce -2.7% 33,855 $7.1M
Ashton Thomas Private Wealth, LLC 0.18% Add +201.0% 33,297 $7.0M
Clayton Financial Group LLC 5.05% Add +55.9% 33,140 $6.9M
KPP Advisory Services LLC 1.02% Add +35.2% 32,983 $6.9M
Prudential Financial Inc. 0.01% Reduce -13.3% 32,961 $6.9M
SOA Wealth Advisors, LLC. 1.12% Add +0.3% 355,121 $6.9M
Whitegate Investment Counselors, Inc. 2.25% Reduce -2.9% 32,778 $6.8M
Vanguard Group Inc. 0.00% Add +1.1% 32,769 $6.8M
Atmos Advisory, LLC 4.13% Add +0.2% 32,461 $6.8M
Advisory Alpha, LLC 0.19% Add +8.0% 32,214 $6.8M
American Investment Services, Inc. 1.61% Reduce -1.8% 32,046 $6.7M
BNP Paribas Financial Markets 0.01% Reduce -32.5% 32,000 $6.7M
Compass Ion Advisors, LLC 0.64% Reduce -1.1% 31,985 $6.7M
Peak Retirement Planning, Inc. 1.87% Add +32.5% 31,843 $6.6M
NBT Bank, N.A. 0.43% Reduce -97.4% 828 $6.6M
Pinnacle Financial Group, LLC / IL 2.00% Add +7.6% 31,738 $6.6M
Wealthfront Advisers LLC 0.02% Reduce -7.4% 31,626 $6.6M
Van Cleef Asset Management,Inc 0.67% Reduce -2.3% 31,354 $6.5M
Chicago Partners Investment Group LLC 0.17% Add +0.0% 31,215 $6.5M
SkyOak Wealth, LLC 1.22% Reduce -0.9% 30,898 $6.4M
First Manhattan Co. Llc. 0.02% Reduce -0.1% 30,607 $6.4M
Agf Management Ltd. 0.03% Reduce -0.3% 30,310 $6.3M
MassMutual Private Wealth & Trust, FSB 0.16% Reduce -7.0% 30,307 $6.3M
Cornerstone Management, Inc. 1.03% Reduce -5.6% 29,912 $6.2M
Verity Asset Management, Inc. 2.02% Add +110.0% 29,698 $6.2M
Tme Financial, Inc. 4.64% Add +1.9% 29,682 $6.2M
General Partner, Inc. 3.37% No change 29,359 $6.1M
Quadcap Wealth Management, LLC 0.72% Reduce -2.0% 29,320 $6.1M
Brookstone Capital Management 0.07% Add +33.2% 28,985 $6.0M
Columbus Macro, LLC 0.68% Reduce -1.6% 28,713 $6.0M
Redwood Investment Management, LLC 0.65% Add +1209.3% 28,673 $6.0M
Nwam LLC 0.32% Add +3.7% 28,664 $6.0M
Monograph Wealth Advisors, LLC 0.60% Reduce -0.2% 28,507 $6.0M
Kavar Capital Partners Group, LLC 0.79% Reduce -0.8% 28,542 $6.0M
Creekside Partners 2.60% Add +0.6% 28,324 $5.9M
PFG Advisors 0.24% New 28,197 $5.9M
BIP Wealth, LLC 0.29% Add +14.9% 28,191 $5.9M
Mainsail Financial Group, LLC 2.52% Add +2.8% 28,037 $5.9M
Mainsail Asset Management, LLC 2.56% Add +1.5% 27,966 $5.8M
Quattro Financial Advisors LLC 1.84% Reduce -0.5% 27,830 $5.8M
Ausdal Financial Partners, Inc. 0.28% Add +2.0% 27,779 $5.8M
Northern Trust Corp. 0.00% Add +6.5% 27,686 $5.8M
Elite Financial, Inc. 2.63% Add +1.4% 27,712 $5.8M
Brandywine Oak Private Wealth LLC 0.50% Add +1.5% 27,303 $5.7M
OneDigital Investment Advisors LLC 0.06% Reduce -6.5% 26,975 $5.6M
Signature Estate & Investment Advisors LLC 0.12% Add +11.3% 26,963 $5.6M
Cornerstone Advisory, LLC 0.55% Reduce -5.0% 26,914 $5.6M
Alpha Omega Wealth Management LLC 0.93% Add +5.7% 26,681 $5.6M
Prime Capital Investment Advisors, LLC 0.07% Reduce -2.5% 26,547 $5.5M
Chemistry Wealth Management LLC 1.07% Add +0.4% 26,480 $5.5M
LifePlan Investment Advisors, Inc. 2.32% Add +2.7% 26,480 $5.5M
RFG Advisory, LLC 0.11% Add +13.1% 25,939 $5.4M
Regions Financial Corp. 0.04% Reduce -3.1% 25,918 $5.4M
Seven Mile Advisory 0.88% Add +2170.6% 25,771 $5.4M
Sigma Planning Corp 0.15% Add +7.8% 25,557 $5.3M
Associated Banc-Corp 0.14% Add +8.5% 25,537 $5.3M
Cary Street Partners Financial LLC 0.14% Add +9.1% 25,387 $5.3M
Thrive Capital Management, LLC 1.37% Add +1.1% 25,359 $5.3M
Arkadios Wealth Advisors 0.13% Add +39.0% 25,316 $5.3M
Two Sigma Investments, LP 0.01% New 25,300 $5.3M
Sharper & Granite LLC 1.88% Reduce -13.3% 25,195 $5.3M
Barry Investment Advisors, LLC 1.21% Add +2.2% 25,060 $5.3M
Apollon Wealth Management, LLC 0.09% Reduce -0.8% 25,101 $5.2M
Vickerman Investment Advisors, Inc. 1.04% Add +0.7% 24,607 $5.1M
Lam Group, Inc. 3.17% Reduce -2.7% 24,520 $5.1M
Midwest Trust Co 0.07% Reduce -4.2% 24,502 $5.1M
Lutz Financial Services LLC 0.37% Reduce -0.7% 24,496 $5.1M
Elevation Point Wealth Partners, LLC 0.36% Add +8287.2% 24,323 $5.1M
Glass Jacobson Investment Advisors llc 1.83% Add +0.7% 24,244 $5.1M
Zeit Capital LLC 3.44% Reduce -0.3% 24,222 $5.1M
Towne Trust Company, N.A 1.63% Add +44.7% 24,101 $5.0M
E&G Advisors, LLC 1.17% Add +1.1% 24,057 $5.0M
Ervin Investment Management, LLC 2.87% Add +0.8% 24,017 $5.0M
Belpointe Asset Management LLC 0.19% Add +8.5% 24,001 $5.0M
Stone Summit Wealth LLC 1.41% Reduce -6.8% 23,748 $5.0M
Trust Point Inc. 0.40% Add +22.0% 23,725 $5.0M
Rockbridge Investment Management, LCC 0.49% Reduce -1.4% 23,712 $4.9M
Valeo Financial Advisors, LLC 0.11% Reduce -0.4% 30,641 $4.9M
Commerce Bank 0.03% Add +1.6% 23,545 $4.9M
IHT Wealth Management, LLC 0.12% Add +4.2% 23,473 $4.9M
Bangor Savings Bank 0.41% Add +0.9% 23,462 $4.9M
Bay Rivers Group 2.06% Reduce -1.4% 23,430 $4.9M
Obsido Oy 3.24% Add +11.5% 23,340 $4.9M
Lido Advisors, LLC 0.02% Add +45.2% 23,220 $4.9M
Truepoint, Inc. 0.11% Add +8.0% 23,164 $4.8M
Perigon Wealth Management, LLC 0.10% Reduce -1.7% 22,983 $4.8M
Stokes Family Office, LLC 0.45% Reduce -1.3% 22,936 $4.8M
Employees' Retirement Fund of the City of Fort Worth 2.23% Reduce -2.1% 22,900 $4.8M
Tenret Co LLC 2.47% Add +0.5% 22,823 $4.8M
Rf&l Wealth Management, LLC 2.78% Reduce -0.5% 22,677 $4.7M
TFB Advisors LLC 1.37% Reduce -17.5% 22,699 $4.7M
Avidian Wealth Enterprises, LLC 0.18% Reduce -12.1% 22,518 $4.7M
Cambridge Financial Group, LLC 1.51% Add +4.6% 22,433 $4.7M
First Horizon Corp. 0.22% — 22,207 $4.6M
Integrated Wealth Concepts LLC 0.04% Add +2.6% 22,171 $4.6M
Mission Creek Capital Partners, Inc. 0.90% Add +23.5% 21,844 $4.6M
Regal Investment Advisors LLC 0.30% Add +21.3% 21,767 $4.5M
Discipline Wealth Solutions, LLC 1.19% Add +65.1% 21,662 $4.5M
Goepper Burkhardt LLC 1.53% Reduce -4.4% 21,485 $4.5M
Seek First Inc. 3.21% Add +1.1% 21,370 $4.5M
Brighton Jones LLC 0.11% Reduce -3.8% 21,169 $4.4M
Roof Eidam Maycock Peralta, LLC 1.07% Add +1.1% 21,159 $4.4M
Tortoise Investment Management, LLC 0.39% Reduce -3.1% 21,149 $4.4M
CGN Advisors LLC 0.36% Reduce -12.8% 21,101 $4.4M
Culbertson A N & Co. Inc. 0.62% Add +0.4% 20,944 $4.4M
Ascent Group, LLC 0.15% Add +12.9% 20,820 $4.3M
Citigroup Inc. 0.00% Add +5.4% 20,804 $4.3M
Institute for Wealth Management, LLC. 0.45% Add +9.5% 20,779 $4.3M
Beaumont Asset Management, L.L.C. 2.17% Add +0.2% 20,681 $4.3M
Alhambra Investment Management LLC 2.04% Reduce -1.9% 20,601 $4.3M
Clearstead Advisors, LLC 0.06% Add +2.1% 20,361 $4.2M
Bluespring Wealth Management, LLC 0.37% Reduce -2.9% 20,247 $4.2M
TriaGen Wealth Management LLC 1.10% Add +8.3% 20,254 $4.2M
Valpey Financial Services, LLC 2.75% Reduce -3.8% 20,118 $4.2M
Summit Wealth & Retirement Planning, Inc. 1.02% Add +0.4% 19,932 $4.2M
Choate Investment Advisors 0.09% No change 19,847 $4.1M
Cathy Pareto & Associates, Inc. 3.11% Add +1.8% 19,766 $4.1M
CENTRAL TRUST Co 0.09% Add +33.6% 19,676 $4.1M
Falcon Wealth Planning 0.37% Reduce -4.4% 19,662 $4.1M
Cahill Financial Advisors Inc. 0.47% Reduce -2.7% 19,629 $4.1M
Scotia Capital Inc. 0.02% Add +3.6% 19,548 $4.1M
Wealthcare Advisory Partners LLC 0.09% Add +0.6% 19,546 $4.1M
CSM Advisors, LLC 0.11% Reduce -4.5% 19,493 $4.1M
CreativeOne Wealth, LLC 0.10% Add +3.0% 19,469 $4.1M
Diversified Portfolios, Inc. 0.36% Add +0.3% 19,422 $4.1M
Marble Harbor Investment Counsel, LLC 0.42% Add +10.1% 19,140 $4.0M
Martel Wealth Advisors LLC 0.70% Reduce -2.5% 19,048 $4.0M
Baker Tilly Wealth Management, LLC 0.90% New 19,022 $4.0M
Krilogy Financial LLC 0.15% New 19,068 $3.9M
LOM Asset Management Ltd 1.20% Reduce -0.3% 18,790 $3.9M
Hilltop National Bank 0.96% Add +4.6% 18,768 $3.9M
Theory Financial LLC 1.37% Add +15.3% 18,640 $3.9M
James Investment Research, Inc. 0.42% Reduce -3.7% 18,444 $3.8M
Harbour Investments, Inc. 0.09% Add +88.3% 18,335 $3.8M
Quantinno Capital Management LP 0.01% Add +64.8% 18,229 $3.8M
Tocqueville Asset Management L.P. 0.06% Add +1.2% 18,223 $3.8M
Integrity Alliance, Llc. 0.18% Reduce -37.3% 18,077 $3.8M
Ally Invest Advisors Inc. 0.27% Add +11.0% 18,070 $3.8M
Pittenger & Anderson Inc. 0.14% No change 18,055 $3.8M
Fiduciary Financial Group, LLC 0.59% Add +8.9% 18,023 $3.8M
Wedmont Private Capital 0.14% Reduce -0.9% 18,003 $3.8M
J.W. Cole Advisors, Inc. 0.07% Add +9.8% 17,956 $3.7M
BlueSky Wealth Advisors, LLC 0.50% Reduce -6.0% 17,875 $3.7M
Kathleen S. Wright Associates Inc. 1.38% Add +1.2% 17,867 $3.7M
Avantax Planning Partners, Inc. 0.11% Reduce -0.3% 17,802 $3.7M
CWA Asset Management Group, LLC 0.14% Reduce -0.6% 17,694 $3.7M
UMB Bank, n.a. 0.05% Add +2.1% 17,664 $3.7M
CWC Advisors, LLC. 1.80% Reduce -0.8% 17,615 $3.7M
PFG Private Wealth Management, LLC 1.63% New 17,501 $3.7M
Integrity Wealth Solutions LLC 1.63% Reduce -0.2% 17,501 $3.7M
Index Fund Advisors, Inc. 0.18% Add +0.2% 17,483 $3.6M
WealthShield Partners, LLC 0.41% Add +4.4% 17,296 $3.6M
FAS Wealth Partners, Inc. 0.24% Add +0.3% 17,220 $3.6M
Fiduciary Family Office, LLC 1.02% No change 17,160 $3.6M
Financial Advisors Network, Inc. 0.51% Add +8.3% 17,133 $3.6M
Echo45 Advisors LLC 2.09% Add +2.9% 17,091 $3.6M
Aspen Wealth Strategies, LLC 1.99% Add +2.0% 17,029 $3.6M
Warner Financial, Inc. 1.32% Add +3.0% 16,947 $3.5M
FDx Advisors, Inc. 1.05% Reduce -3.1% 17,046 $3.5M
Cranbrook Wealth Management, LLC 0.70% Reduce -6.9% 16,798 $3.5M
Werba Rubin Papier Wealth Management 0.57% Add +6.2% 16,776 $3.5M
JFS Wealth Advisors, LLC 0.20% No change 16,602 $3.5M
Wolff Financial Management LLC 0.80% Add +0.4% 16,520 $3.4M
Stevens Capital Partners 1.03% Add +0.7% 16,474 $3.4M
Rialto Wealth Management, LLC 0.89% Reduce -11.7% 16,449 $3.4M
Councilor Wealth, LLC 1.57% Reduce -15.1% 16,276 $3.4M
Creative Financial Designs Inc. 0.23% Add +2.6% 16,209 $3.4M
3Chopt Investment Partners, LLC 0.76% Reduce -3.0% 15,961 $3.3M
NewEdge Wealth, LLC 0.05% Reduce -0.4% 16,195 $3.3M
Capitolis Liquid Global Markets LLC 0.03% New 16,000 $3.3M
Forza Wealth Management, LLC 1.27% No change 15,924 $3.3M
Greenhouse Wealth Management, LLC 1.99% Reduce -1.6% 15,903 $3.3M
Inlight Wealth Management, LLC 1.55% Add +50.3% 15,845 $3.3M
Baldwin Wealth Partners LLC 0.21% Reduce -1.7% 15,764 $3.3M
NerdWallet Wealth Partners, LLC 1.61% — 15,798 $3.3M
Essex Financial Services, Inc. 0.19% Reduce -6.0% 15,583 $3.3M
Diversify Wealth Management, LLC 0.19% Reduce -2.5% 15,737 $3.2M
Evanson Asset Management, LLC 0.18% Add +0.6% 15,469 $3.2M
Envision Financial LLC 1.85% Reduce -1.9% 15,466 $3.2M
Greenup Street Wealth Management LLC 0.50% Reduce -4.3% 15,445 $3.2M
Geneos Wealth Management Inc. 0.08% Reduce -40.3% 15,393 $3.2M
Northwest Wealth Management, LLC 0.53% Add +0.1% 15,386 $3.2M
EverSource Wealth Advisors, LLC 0.13% Add +9.3% 15,366 $3.2M
Midwestern Financial, LLC 2.74% Reduce -3.2% 15,301 $3.2M
Heartwood Wealth Advisors LLC 0.30% Add +1.6% 15,282 $3.2M
Pathway Financial Advisors LLC 0.42% No change 15,133 $3.2M
Sageworth Trust Co 0.15% Add +7.3% 15,087 $3.1M
Foster & Motley Inc. 0.17% Reduce -2.6% 15,069 $3.1M
Mission Wealth Management, LP 0.06% Add +4.2% 15,057 $3.1M
Ameritas Advisory Services, LLC 0.21% Reduce -1.0% 15,018 $3.1M
AdvisorNet Financial, Inc 0.18% Add +3.5% 15,004 $3.1M
Access Investment Management LLC 0.84% No change 15,000 $3.1M
O'shaughnessy Asset Management, LLC 0.02% Add +13.2% 14,971 $3.1M
Signet Financial Management, LLC 0.36% Reduce -2.2% 14,948 $3.1M
American Financial & Tax Strategies Inc. 1.55% Reduce -0.8% 14,902 $3.1M
OLIO Financial Planning 0.91% Reduce -2.9% 14,834 $3.1M
Roberts Glore & Co. Inc. 0.84% Add +19.9% 14,767 $3.1M
Stratos Wealth Advisors, LLC 0.15% Add +15.2% 14,684 $3.1M
Linscomb Wealth, Inc. 0.13% Add +1.4% 14,630 $3.1M
New Age Alpha Advisors, LLC 0.13% Reduce -44.0% 14,489 $3.0M
Nikulski Financial, Inc. 0.75% Add +0.1% 14,316 $3.0M
MSH Capital Advisors LLC 0.80% No change 14,287 $3.0M
Sonata Capital Group Inc. 1.07% Add +3.7% 13,942 $2.9M
Trust Co of the South 0.48% No change 13,928 $2.9M
Composition Wealth, LLC 0.04% Reduce -5.4% 13,905 $2.9M
Silver Oak Securities, Incorporated 0.22% Add +1.9% 13,784 $2.9M
McKinley Carter Wealth Services, Inc. 0.15% Reduce -7.9% 13,683 $2.9M
Eclectic Associates Inc. 0.52% Reduce -3.6% 13,676 $2.9M
NorthLanding Financial Partners, LLC 2.37% Reduce -0.2% 13,631 $2.8M
Opulen Financial Group LLC 2.15% Add +1.9% 13,614 $2.8M
Arista Wealth Management, LLC 0.35% Reduce -0.0% 13,610 $2.8M
Vawter Financial, Ltd. 1.29% Add +1087.3% 13,607 $2.8M
Financial Engines Advisors L.L.C. 0.01% Add +11.8% 13,596 $2.8M
Financial Freedom, LLC 1.41% Reduce -1.8% 13,577 $2.8M
Spire Wealth Management 0.10% Reduce -3.2% 13,542 $2.8M
Earned Wealth Advisors, LLC 0.46% Reduce -6.4% 13,517 $2.8M
Pillar Financial Advisors, LLC 1.77% Reduce -0.4% 13,500 $2.8M
AMG National Trust Bank 0.07% Add +8.7% 13,236 $2.8M
Maryland Capital Advisors Inc. 0.99% Reduce -1.2% 13,233 $2.8M
Financial Counselors Inc. 3.64% Reduce -0.2% 13,123 $2.7M
Federation des caisses Desjardins du Quebec 0.01% Add +0.1% 13,071 $2.7M
Brown Wealth Management, LLC 0.76% Add +0.7% 12,947 $2.7M
O'ROURKE & COMPANY, Inc 1.13% Reduce -2.3% 12,929 $2.7M
Schneider Downs Wealth Management Advisors, LP 0.32% Add +3.9% 12,832 $2.7M
Waverly Advisors, LLC 0.03% Reduce -4.0% 12,800 $2.7M
Gibraltar Capital Management, Inc. 0.48% Reduce -0.1% 12,716 $2.7M
Alpine Bank Wealth Management 0.37% No change 12,685 $2.6M
LS Investment Advisors, LLC 0.37% Reduce -10.7% 12,678 $2.6M
Beaird Harris Wealth Management, LLC 0.19% Reduce -1.1% 12,591 $2.6M
Leavell Investment Management, Inc. 0.11% Reduce -0.6% 12,363 $2.6M
Principal Securities, Inc. 0.04% Add +8.3% 12,386 $2.6M
Prospera Financial Services Inc 0.04% Reduce -42.2% 12,255 $2.6M
Rebalance, LLC 0.15% Add +0.1% 12,280 $2.6M
Mgo One Seven LLC 0.06% Add +6.4% 12,261 $2.6M
Acropolis Investment Management, LLC 0.13% Add +4.0% 13,108 $2.6M
Capital Advisors Wealth Management, LLC 0.36% Reduce -8.8% 12,187 $2.5M
Patriot Investment Management Group, Inc. 0.17% Reduce -0.3% 12,123 $2.5M
SouthState Bank Corp 0.12% Reduce -2.0% 12,048 $2.5M
North Star Investment Management Corp. 0.16% Reduce -3.5% 11,950 $2.5M
Optima Capital LLC 1.21% Add +4.6% 11,899 $2.5M
WP Advisors, LLC 0.63% Reduce -6.4% 11,948 $2.5M
Sellwood Investment Partners LLC 0.98% New 11,796 $2.5M
Plancorp, LLC 0.08% Reduce -6.5% 11,789 $2.5M
Susquehanna International Group, LLP 0.00% Reduce -25.8% 11,758 $2.5M
Wells Trecaso Financial Group, LLC 1.16% Reduce -21.1% 11,737 $2.4M
Global Retirement Partners, LLC 0.05% Add +4.6% 11,657 $2.4M
Telos Capital Management, Inc. 0.23% Reduce -1.8% 11,617 $2.4M
Gradient Capital Advisors, LLC 0.65% Reduce -1.4% 11,556 $2.4M
IVC Wealth Advisors LLC 1.07% Add +3.3% 11,476 $2.4M
Sterling Financial Planning, Inc. 0.75% Reduce -2.5% 11,464 $2.4M
Synovus Financial Corp. 0.03% Add +4.0% 11,113 $2.3M
Simmons Bank 0.15% Reduce -7.2% 11,081 $2.3M
Factor Wealth Management LTD 0.58% Add +11.9% 11,043 $2.3M
Aegis Wealth Management LLC 1.23% Reduce -1.1% 11,018 $2.3M
Midwest Financial Group LLC 1.09% Add +3.3% 10,950 $2.3M
Shayne & Jacobs, LLC 0.71% Add +0.7% 10,942 $2.3M
Mustard Seed Financial, LLC 1.46% Reduce -0.9% 10,857 $2.3M
Blue Barn Wealth, LLC 1.00% Reduce -7.3% 10,857 $2.3M
CIBC Private Wealth Group LLC 0.00% Add +14.1% 10,855 $2.3M
Seeds Investor LLC 0.48% Add +1.6% 10,847 $2.3M
Sage Mountain Advisors LLC 0.13% Reduce -2.0% 10,797 $2.3M
RMR Capital Management, LLC 1.57% Add +5.0% 10,751 $2.2M
Quotient Wealth Partners, LLC 0.06% Reduce -1.3% 10,716 $2.2M
Keybank National Association 0.01% Add +0.8% 10,663 $2.2M
Summit Wealth Group LLC / Co. 0.24% Add +294.1% 25,094 $2.2M
Matisse Capital 1.00% No change 10,652 $2.2M
Fiduciary Advisors, Inc. 1.79% Reduce -2.7% 10,641 $2.2M
Wealthspire Retirement, LLC 0.14% Reduce -0.2% 10,607 $2.2M
Tritonpoint Wealth, LLC 0.19% Reduce -0.1% 10,547 $2.2M
IFP Advisors, Inc 0.06% Add +32.0% 10,542 $2.2M
SlateStone Wealth, LLC 0.19% Add +1.9% 10,535 $2.2M
Probity Advisors, Inc. 0.36% Reduce -0.2% 10,527 $2.2M
CJM Wealth Advisers, Ltd. 0.67% Reduce -6.9% 10,467 $2.2M
Stratos Wealth Partners, LTD. 0.03% Add +6.4% 10,431 $2.2M
Archford Capital Strategies, LLC 0.26% Reduce -57.4% 10,320 $2.2M
RoundAngle Advisors LLC 1.67% Add +0.3% 10,317 $2.2M
Center For Asset Management LLC 1.15% Reduce -25.3% 10,303 $2.2M
TD Private Client Wealth LLC 0.05% Add +2.5% 10,246 $2.1M
Stonegate Management LLC 1.42% — 10,200 $2.1M
Newton One Investments LLC 0.63% Add +0.2% 10,221 $2.1M
Cliftonlarsonallen Wealth Advisors, LLC 0.03% Add +0.3% 10,205 $2.1M
Moneco Advisors, LLC 0.18% Add +1.6% 10,148 $2.1M
Wesbanco Bank Inc. 0.06% Add +5.0% 10,092 $2.1M
Tobias Financial Advisors, Inc. 0.32% Reduce -0.7% 10,086 $2.1M
Roundview Capital LLC 0.13% Reduce -5.7% 10,032 $2.1M
Family Legacy, Inc. 0.64% Reduce -1.4% 10,025 $2.1M
One Charles Private Wealth Services, LLC 0.55% Reduce -1.3% 10,002 $2.1M
Fortitude Family Office, LLC 0.56% New 10,000 $2.1M
Independent Financial Group, LLC 0.05% Reduce -36.6% 9,997 $2.1M
Bessemer Group Inc. 0.00% Reduce -6.5% 9,903 $2.1M
180 Wealth Advisors, LLC 0.25% Add +0.6% 9,850 $2.1M
USAdvisors Wealth Management, LLC 0.70% Add +8.4% 9,797 $2.0M
BTC Capital Management, Inc. 0.14% Reduce -1.1% 9,711 $2.0M
Riversedge Advisors, LLC 0.34% Reduce -4.7% 9,721 $2.0M
Sowell Financial Services LLC 0.08% Reduce -5.6% 9,582 $2.0M
Coldstream Capital Management Inc. 0.03% Reduce -53.8% 9,505 $2.0M
Farmers & Merchants Investments Inc. 0.06% No change 9,453 $2.0M
AlphaCore Capital LLC 0.07% Reduce -3.6% 9,374 $2.0M
Curtis Advisory Group, LLC 0.45% Add +1.2% 9,412 $2.0M
Magnus Financial Group LLC 0.16% Reduce -3.4% 9,390 $2.0M
Advyzon Investment Management, LLC 0.34% Add +5.5% 9,368 $2.0M
Thoroughbred Financial Services, LLC 0.12% Add +2.6% 9,353 $2.0M
Walkner Condon Financial Advisors LLC 0.31% Reduce -2.8% 9,290 $1.9M
Lion Street Advisors, LLC 0.67% Add +241.0% 10,937 $1.9M
Wealthspan Partners, LLC 0.74% Reduce -0.1% 9,203 $1.9M
Liberty Wealth Management LLC 0.27% Reduce -0.8% 9,181 $1.9M
Insigneo Advisory Services, LLC 0.13% Add +12.7% 9,164 $1.9M
NorthRock Partners, LLC 0.03% Add +10.0% 9,141 $1.9M
First United Bank & Trust 0.62% Add +1.4% 9,116 $1.9M
Topsail Wealth Management, LLC 0.32% No change 9,071 $1.9M
Triune Financial Partners, LLC 0.48% Reduce -0.0% 9,099 $1.9M
Pine Valley Investments Ltd Liability Co 0.10% Reduce -2.3% 9,008 $1.9M
Chilton Investment Co. Inc. 0.04% New 8,986 $1.9M
Guidance Point Advisors, LLC 0.47% Add +0.5% 8,947 $1.9M
Mutual Advisors, LLC 0.04% Reduce -9.6% 8,895 $1.9M
Windward Private Wealth Management Inc. 0.64% Reduce -0.5% 8,901 $1.9M
Parsons Capital Management Inc. 0.10% Add +6.0% 8,838 $1.8M
Vance Wealth, LLC 0.57% Reduce -1.1% 8,797 $1.8M
Grove Bank & Trust 0.21% Add +0.7% 8,767 $1.8M
Ofc Financial Planning, LLC 1.80% Reduce -6.0% 8,713 $1.8M
Duncker Streett & Co. Inc. 0.32% Add +0.0% 8,705 $1.8M
Pioneer Wealth Management Group 0.59% Reduce -15.8% 8,696 $1.8M
Bokf, NA 0.03% Reduce -4.4% 8,597 $1.8M
Compton Wealth Advisory Group, LLC 0.41% No change 8,547 $1.8M
Tranquility Partners, LLC 0.60% Reduce -15.3% 8,501 $1.8M
PBMares Wealth Management LLC 0.29% Add +0.1% 8,498 $1.8M
Argent Trust Co 0.06% Reduce -9.5% 8,483 $1.8M
InvesTrust 0.65% Add +1.6% 8,449 $1.8M
B. Riley Wealth Advisors, Inc. 0.08% Reduce -29.2% 8,448 $1.8M
Marino, Stram & Associates LLC 0.32% Add +6.4% 8,441 $1.8M
Payne Capital LLC 1.79% — 8,435 $1.8M
Kingsview Wealth Management, LLC 0.03% Add +7.9% 8,429 $1.8M
MB Generational Wealth, LLC 1.12% — 8,427 $1.8M
Chapin Davis, Inc. 0.43% Add +0.2% 8,411 $1.8M
Victory Capital Management Inc. 0.00% No change 8,408 $1.8M
O'Connor Financial Group LLC 0.74% Reduce -0.7% 8,406 $1.8M
Paragon Capital Management Ltd 0.33% Add +2.1% 8,371 $1.7M
Breakwater Capital Group 0.26% Reduce -2.7% 8,323 $1.7M
Monument Group Wealth Advisors, LLC 1.01% Add +20.0% 8,227 $1.7M
Brand Asset Management Group, Inc. 0.48% Add +65.9% 8,190 $1.7M
City State Bank 0.49% Reduce -1.0% 8,183 $1.7M
BSW Wealth Partners 0.21% Add +4.8% 8,122 $1.7M
Focus Financial Network, Inc. 0.06% Add +2.8% 8,037 $1.7M
Investor's Fiduciary Advisor Network, LLC 0.57% Reduce -7.7% 8,006 $1.7M
Precision Wealth Strategies, LLC 0.54% Reduce -5.4% 7,966 $1.7M
Trust Co. of Vermont 0.07% Reduce -0.4% 7,948 $1.7M
CVA Family Office, LLC 0.21% Reduce -5.9% 7,948 $1.7M
McGlone Suttner Wealth Management, Inc. 0.23% Add +0.0% 7,934 $1.7M
Great Valley Advisor Group, Inc. 0.03% Add +11.3% 7,780 $1.6M
Clarity Capital Advisors, LLC 0.88% Add +0.5% 7,699 $1.6M
Market Street Wealth Management Advisors LLC 0.25% Reduce -3.9% 7,656 $1.6M
VestGen Advisors, LLC 0.05% Reduce -3.0% 7,632 $1.6M
Community Financial Services Group, LLC 0.29% Reduce -10.2% 7,609 $1.6M
Red Tortoise LLC 0.69% Add +8.8% 7,565 $1.6M
Blue Trust, Inc. 0.02% Add +8.9% 7,526 $1.6M
BigSur Wealth Management LLC 0.38% No change 7,466 $1.6M
Bank of Hawaii 0.08% No change 7,497 $1.6M
3EDGE Asset Management, LP 0.09% Add +12.2% 7,480 $1.6M
Richardson Financial Services Inc. 0.96% Reduce -0.9% 7,442 $1.6M
Hardy Reed LLC 0.11% No change 7,436 $1.6M
Intellectus Partners, LLC 0.30% Add +1.3% 7,382 $1.5M
Cooksen Wealth, LLC 1.15% Reduce -0.7% 7,377 $1.5M
OneAscent Financial Services LLC 0.10% Add +3.1% 7,327 $1.5M
Infinity Wealth Counsel, LLC 1.49% Reduce -0.6% 7,327 $1.5M
SC&H Financial Advisors, Inc. 0.25% Reduce -6.0% 7,325 $1.5M
Simon Quick Advisors, LLC 0.07% Reduce -0.1% 7,299 $1.5M
Nations Financial Group Inc, /Ia/ 0.09% Reduce -3.9% 7,252 $1.5M
One Day In July LLC 0.13% Add +0.9% 7,250 $1.5M
Ballentine Partners, LLC 0.02% No change 7,206 $1.5M
Alteri Wealth LLC 0.51% Add +13.2% 7,147 $1.5M
Baker Ellis Asset Management LLC 0.18% Reduce -0.3% 7,146 $1.5M
SKY-Mountain Capital Management, Inc. 1.04% Reduce -0.4% 7,164 $1.5M
Evergreen Wealth Management, LLC 0.78% Reduce -0.1% 7,123 $1.5M
Michels Family Financial, LLC 1.16% Add +2.2% 7,118 $1.5M
Kingswood Wealth Advisors, LLC 0.09% Add +75.4% 7,037 $1.5M
McNamara Financial Services, Inc. 0.27% Reduce -0.5% 6,957 $1.5M
Forest Hill Capital, LLC 0.85% No change 6,900 $1.4M
Diversified Enterprises, LLC 0.10% Reduce -1.1% 6,897 $1.4M
Fulton Bank, N.A. 0.05% No change 6,895 $1.4M
Asset Dedication, LLC 0.10% Reduce -5.7% 6,867 $1.4M
ProVise Management Group, LLC 0.11% Reduce -5.4% 6,847 $1.4M
C M Bidwell & Associates Ltd. 0.68% Reduce -0.3% 6,811 $1.4M
Dynamic Advisor Solutions LLC 0.04% Reduce -0.3% 6,787 $1.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.08% Add +5.8% 6,765 $1.4M
GFS Advisors, LLC 0.18% Reduce -0.9% 6,764 $1.4M
WealthCare Investment Partners, LLC 0.45% Reduce -10.9% 6,689 $1.4M
Wealth Alliance, LLC 0.14% Reduce -0.9% 6,687 $1.4M
Empower Advisory Group, LLC 0.00% Reduce -3.8% 6,674 $1.4M
Newman Dignan & Sheerar, Inc. 0.30% Reduce -0.8% 6,664 $1.4M
Strategic Blueprint, LLC 0.06% Add +16.7% 6,648 $1.4M
Trustmark Bank Trust Department 0.09% Reduce -10.4% 6,618 $1.4M
Parkside Financial Bank & Trust 0.11% Add +1.9% 6,587 $1.4M
Fortis Capital Advisors, LLC 0.22% Add +4.4% 6,585 $1.4M
Planning Directions Inc. 0.72% Reduce -7.3% 6,582 $1.4M
1834 Investment Advisors Co. 0.17% Reduce -6.7% 6,565 $1.4M
Dravo Bay LLC 0.60% Reduce -9.0% 6,540 $1.4M
Vise Technologies, Inc. 0.05% Reduce -78.5% 6,531 $1.4M
Principia Wealth Advisory, LLC 0.97% Reduce -45.3% 6,526 $1.4M
Orion Porfolio Solutions, LLC 0.01% Reduce -12.8% 6,481 $1.4M
Alesco Advisors, LLC, An ESL Co 0.04% No change 6,465 $1.3M
Arbor Investment Advisors, LLC 0.17% Add +0.9% 6,449 $1.3M
Coordinated Financial Services, Inc. 0.87% Add +4.4% 6,427 $1.3M
Mesirow Financial Investment Management, Inc. 0.02% Reduce -27.8% 6,399 $1.3M
Flputnam Investment Management Co. 0.02% Reduce -2.5% 6,388 $1.3M
Strategic Advisors LLC 0.21% Add +254.8% 6,344 $1.3M
Condor Capital Management 0.11% Add +1.2% 6,342 $1.3M
Founders Grove Wealth Partners, LLC 0.31% Reduce -2.3% 6,320 $1.3M
TRUE Private Wealth Advisors 0.13% Reduce -3.4% 6,314 $1.3M
Robertson Stephens Wealth Management, LLC 0.04% Reduce -3.9% 6,281 $1.3M
Caprock Group, LLC 0.03% — 6,248 $1.3M
Dynamic Financial Group 1.13% Add +2.5% 6,228 $1.3M
Wellington Management Group LLP 0.00% No change 6,197 $1.3M
Level Four Advisory Services, LLC 0.04% Add +8.9% 6,174 $1.3M
Cove Private Wealth, LLC 0.41% No change 6,165 $1.3M
FSA Investment Group, LLC 0.80% Add +0.8% 6,137 $1.3M
Cadent Capital Advisors, LLC 0.34% Add +90.6% 6,152 $1.3M
Envestnet Portfolio Solutions, Inc. 0.00% Add +87.0% 6,145 $1.3M
Meridian Financial Advisors, LLC 0.72% Reduce -1.4% 6,126 $1.3M
Weitzel Financial Services, Inc. 0.52% Add +2.6% 6,215 $1.3M
Two Sigma Securities, LLC 0.19% Add +52.0% 6,073 $1.3M
ARK & TLK Investments, LLC 0.40% Reduce -0.2% 6,056 $1.3M
Maridea Wealth Management LLC 0.20% Add +441.2% 6,056 $1.3M
Pacific Sun Financial Corp 0.61% Reduce -1.8% 6,046 $1.3M
Eagle Harbor Asset Management Inc. 1.09% Reduce -9.5% 6,015 $1.3M
Petix & Botte Co 0.29% Reduce -10.5% 5,968 $1.2M
Hall Capital Management Co. Inc. 0.49% Reduce -0.5% 5,959 $1.2M
Cibc World Market Inc. 0.00% Add +1.3% 5,926 $1.2M
Mascagni Wealth Management, Inc. 0.95% Reduce -11.2% 5,919 $1.2M
Texas Bank & Trust Co 0.47% Reduce -17.5% 5,914 $1.2M
Bridge Generations Wealth Management LLC 0.82% Reduce -54.8% 5,899 $1.2M
Integrity Financial Corp 0.59% Add +1.1% 5,865 $1.2M
Strategic Financial Partners, Ltd. 0.56% Add +0.2% 5,869 $1.2M
Arbor Trust Wealth Advisors, LLC 0.55% Reduce -0.5% 5,815 $1.2M
Insight Advisors, LLC/ PA 0.19% Reduce -0.1% 5,836 $1.2M
Clear Point Advisors Inc. 0.94% Add +3.1% 5,824 $1.2M
Apriem Advisors 0.11% Add +13.3% 5,747 $1.2M
Level Financial Advisors 0.34% Reduce -1.1% 5,737 $1.2M
WESCAP Management Group, Inc. 0.25% New 5,736 $1.2M
Shared Vision Wealth Group LLC 0.51% Add +362.1% 5,749 $1.2M
Schwallier Wealth Management LLC 0.74% Reduce -0.5% 5,693 $1.2M
United Advisor Group, LLC 0.16% Reduce -1.5% 5,665 $1.2M
West Branch Capital LLC 0.31% Reduce -2.8% 5,660 $1.2M
Chatham Capital Group, Inc. 0.17% No change 5,629 $1.2M
Revisor Wealth Management LLC 0.40% Reduce -7.7% 5,622 $1.2M
St. Louis Trust Co 0.14% No change 5,564 $1.2M
GHP Investment Advisors, Inc. 0.05% Add +1.5% 5,552 $1.2M
MJT & Associates Financial Advisory Group, Inc. 0.94% Reduce -0.3% 5,537 $1.2M
Topel & Distasi Wealth Management, LLC 0.57% No change 5,505 $1.1M
McClarren Financial Advisors, Inc. 0.70% Reduce -2.1% 5,139 $1.1M
Silverlake Wealth Management LLC 0.28% Add +0.8% 5,488 $1.1M
Compass Financial Group, INC 0.17% Reduce -2.4% 5,481 $1.1M
MidAtlantic Capital Management, Inc. 0.78% No change 5,474 $1.1M
Certified Advisory Corp 0.11% Add +29.4% 5,469 $1.1M
High Net Worth Advisory Group LLC 0.27% Add +4.1% 5,427 $1.1M
BKM Wealth Management, LLC 0.42% Add +7.2% 5,407 $1.1M
Trust Co 0.12% Add +2.5% 5,390 $1.1M
Main Street Financial Solutions, LLC 0.07% Add +7.1% 5,386 $1.1M
TruNorth Capital Management, LLC 0.22% No change 5,382 $1.1M
Bruce G. Allen Investments, LLC 0.80% Add +1.8% 5,374 $1.1M
Grange Capital, LLC 1.08% Reduce -0.1% 5,353 $1.1M
Consolidated Portfolio Review Corp 0.14% Reduce -1.6% 5,346 $1.1M
Freestone Capital Holdings, LLC 0.03% Add +73.5% 5,335 $1.1M
Retirement Planning Group, LLC 0.04% Add +1.9% 5,325 $1.1M
Cambridge Capital Management, LLC 0.53% Reduce -0.8% 5,309 $1.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.13% Reduce -4.9% 5,292 $1.1M
Worth Asset Management, LLC 0.50% New 5,288 $1.1M
Savvy Advisors, Inc. 0.05% Add +27.8% 5,277 $1.1M
King Wealth Management Group 0.14% Reduce -0.2% 5,265 $1.1M
Acorn Financial Advisory Services Inc. 0.17% Reduce -0.2% 5,264 $1.1M
Meritas Wealth Management, LLC 0.54% Add +0.0% 5,262 $1.1M
Moisand Fitzgerald Tamayo, LLC 0.13% Add +0.1% 5,245 $1.1M
Resurgent Financial Advisors LLC 0.54% Reduce -2.4% 5,220 $1.1M
Iron Gate Global Advisors LLC 0.11% No change 5,200 $1.1M
First National Bank of Mount Dora, Trust Investment Services 0.24% No change 5,196 $1.1M
SHUTTLEWORTH & Co 0.97% — 5,144 $1.1M
Uptick Partners, LLC 0.28% Reduce -2.4% 5,124 $1.1M
Evoke Wealth, LLC 0.02% No change 5,097 $1.1M
Dentgroup LLC 0.69% Reduce -0.1% 5,111 $1.1M
Transcend Capital Advisors, LLC 0.08% Reduce -4.2% 5,106 $1.1M
Octavia Wealth Advisors, LLC 0.11% Reduce -0.0% 5,068 $1.1M
Harpswell Capital Advisors, LLC 1.01% — 5,086 $1.1M
Visionary Wealth Advisors 0.05% Reduce -1.1% 5,065 $1.1M
Legacy Edge Advisors, LLC 0.12% Reduce -17.7% 5,025 $1.0M
New Covenant Trust Company, N.A. 0.98% Reduce -12.6% 5,022 $1.0M
Fermata Advisors, LLC 0.26% Reduce -4.2% 5,004 $1.0M
Trust Co. of Toledo NA 0.10% Reduce -10.7% 4,995 $1.0M
Pure Portfolios Holdings LLC 0.33% Reduce -0.6% 4,993 $1.0M
American Financial Advisors, LLC 0.13% Add +2.5% 4,986 $1.0M
Providence Capital Advisors, LLC 0.18% No change 4,907 $1.0M
Hoge Financial Services, LLC 0.59% Add +0.2% 4,899 $1.0M
Coastal Bridge Advisors, LLC 0.08% Add +40.1% 4,887 $1.0M
Painted Porch Advisors LLC 0.39% Add +3.8% 4,882 $1.0M
RFP Financial Group LLC 0.41% No change 4,880 $1.0M
Wedbush Securities Inc. 0.03% Reduce -12.0% 4,859 $1.0M
Diversify Advisory Services, LLC 0.03% Add +3.6% 4,898 $1.0M
Pekin Hardy Strauss, Inc. 0.10% Add +1.4% 4,830 $1.0M
Capital Analysts, LLC 0.03% Add +13.6% 4,827 $1.0M
VSM Wealth Advisory, LLC 0.31% Add +0.2% 4,822 $1.0M
HFG Advisors, Inc. 0.74% Add +4.8% 4,806 $1.0M
Keb Asset Management, LLC 0.23% No change 4,805 $1.0M
Burns Matteson Capital Management, LLC 0.42% Add +0.1% 4,783 $998K
Kathmere Capital Management, LLC 0.07% Reduce -16.3% 4,778 $997K
Soltis Investment Advisors LLC 0.07% Add +3.5% 4,773 $996K
Kovack Advisors, Inc. 0.09% Add +3.9% 4,746 $991K
Baldwin Investment Management, LLC 0.11% Reduce -4.2% 4,741 $989K
LongView Wealth Management 0.27% No change 4,728 $987K
Sagace Wealth Management LLC 0.66% Add +43.2% 4,642 $969K
Beacon Financial Advisory LLC 0.22% Reduce -1.6% 4,633 $967K
Elm Partners Management LLC 0.05% Add +52.3% 4,622 $965K
Cypress Point Wealth Management, LLC 0.20% Add +100.2% 4,621 $965K
SageView Advisory Group, LLC 0.03% Reduce -9.5% 4,610 $962K
Larson Financial Group LLC 0.03% Reduce -2.0% 4,588 $957K
Sapient Capital LLC 0.01% Reduce -0.1% 4,568 $954K
Citizens Financial Group Inc. 0.01% Add +7.1% 4,551 $954K
Disciplined Investments, LLC 0.38% Reduce -0.8% 4,568 $953K
Battery Global Advisors, LLC 0.45% No change 4,545 $953K
Aire Advisors, LLC 0.17% Add +0.8% 4,515 $942K
Financial Alternatives, Inc 0.57% No change 4,489 $937K
Goelzer Investment Management, Inc. 0.05% Add +1.0% 4,482 $935K
Gladstone Institutional Advisory LLC 0.04% Reduce -1.1% 4,480 $935K
Capital Squared Financial LLC 0.81% Add +193.9% 4,467 $932K
Vannoy Advisory Group, Inc. 0.61% Reduce -1.8% 4,466 $932K
Csenge Advisory Group 0.04% Reduce -42.6% 4,465 $932K
Citadel Advisors 0.00% Reduce -90.9% 4,460 $931K
Bestgate Wealth Advisors, LLC 1.64% Add +0.6% 4,443 $927K
BlackRock, Inc. 0.00% Add +30.8% 4,436 $926K
Prospera Capital Management, LLC 0.45% Reduce -2.1% 4,421 $923K
Conrad Siegel Investment Advisors, Inc. 0.19% Add +1.3% 4,395 $917K
Canal Capital Management, LLC 0.14% Reduce -1.1% 4,382 $915K
Dopkins Wealth Management, LLC 0.39% Reduce -2.3% 4,377 $914K
Oppenheimer & Co. Inc. 0.01% Add +15.4% 4,373 $913K
Harbor Investment Advisory, LLC 0.08% Add +52.8% 4,367 $911K
Canandaigua National Bank & Trust Co. 0.08% Reduce -1.2% 4,362 $910K
Ritholtz Wealth Management 0.02% Reduce -0.0% 4,330 $904K
Graves Light Lenhart Wealth, Inc. 0.10% Add +1.0% 4,322 $902K
IFG Advisors, LLC 0.15% Add +0.1% 4,321 $902K
JT Stratford LLC 0.12% Add +6.9% 4,271 $891K
Canvas Wealth Advisors, LLC 0.16% Reduce -11.7% 4,216 $890K
Jacobi Capital Management LLC 0.05% Add +0.3% 4,264 $890K
Marion Wealth Management 0.21% No change 4,261 $889K
Legacies Wealth LLC 0.57% No change 4,251 $887K
Becker Capital Management Inc. 0.03% Add +20.3% 4,230 $887K
RS Crum Inc. 0.20% No change 4,245 $886K
Clarius Group, LLC 0.05% Add +0.1% 4,202 $877K
Mezzasalma Advisors, LLC 0.22% Reduce -1.4% 4,194 $875K
StoneX Group Inc. 0.04% Add +33.2% 4,172 $873K
City Holding Co. 0.11% Reduce -0.8% 4,168 $870K
Raffa Wealth Management, LLC 0.16% Add +0.4% 4,155 $867K
Balefire, LLC 0.17% Add +5.7% 4,132 $862K
Certuity, LLC 0.06% New 4,112 $858K
Fearless Solutions, LLC dba Best Invest 0.55% Reduce -2.2% 4,107 $857K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +3.3% 4,103 $856K
Arete Wealth Advisors, LLC 0.05% Add +42.5% 4,116 $855K
Berkeley, Inc 0.27% Add +0.1% 4,095 $855K
Friday Financial 0.36% Add +1.0% 4,093 $854K
Paulson Wealth Management Inc. 0.20% Reduce -8.9% 4,084 $852K
Caitlin John, LLC 0.59% Add +0.5% 4,061 $847K
Anchor Investment Management, LLC 0.07% Add +6.1% 4,053 $846K
HUB Investment Partners, LLC 0.03% Add +1.6% 4,040 $843K
Hemington Wealth Management 0.11% No change 4,040 $843K
Smithfield Trust Co 0.04% Reduce -4.7% 3,982 $831K
IFG Advisory, LLC 0.04% Add +3.5% 3,978 $830K
Quantum Financial Advisors, LLC 0.10% Add +1.2% 3,977 $830K
Envision Financial Planning, LLC 0.35% No change 3,977 $830K
Perennial Investment Advisors, LLC 0.07% Reduce -13.6% 3,962 $827K
RHS Financial, LLC 0.43% Reduce -0.8% 3,961 $827K
Trilogy Capital Inc. 0.04% Add +26.2% 3,958 $826K
Embree Financial Group 0.11% Add +0.1% 3,936 $822K
Armbruster Capital Management, Inc. 0.14% No change 3,911 $816K
Neuberger Berman Group LLC 0.00% Reduce -1.8% 3,896 $813K
Fonville Wealth Management LLC 0.18% Reduce -0.4% 3,890 $813K
Klingman & Associates, LLC 0.04% Add +10.3% 3,886 $811K
Annis Gardner Whiting Capital Advisors, LLC 0.17% Add +0.1% 3,843 $806K
Saxony Capital Management, LLC 0.53% Add +38.9% 3,850 $804K
Waller Financial Planning Group, Inc. 0.18% Reduce -0.3% 3,809 $795K
Synergy Asset Management, LLC 0.03% Add +241.0% 3,949 $792K
Mayfair Advisory Group, LLC 0.34% Add +6.6% 3,795 $792K
Willner & Heller, LLC 0.61% Add +0.2% 3,794 $792K
American Money Management, LLC 0.13% Reduce -0.7% 3,776 $788K
Richmond Investment Services, LLC 0.15% Add +0.2% 3,759 $785K
McLean Asset Management Corp 0.16% Reduce -0.2% 3,723 $784K
Sightline Wealth Advisors, LLC 0.35% Reduce -0.5% 3,756 $784K
Wealth Preservation Advisors, LLC 0.46% Add +0.0% 3,747 $782K
Spreng Capital Management, Inc. 0.32% Reduce -4.0% 3,743 $781K
Lake Street Private Wealth, LLC 0.10% Add +0.0% 3,732 $779K
Glassman Wealth Services 0.11% No change 3,724 $777K
Stage Harbor Financial, LLC 0.57% No change 3,702 $773K
Magnolia Capital Advisors LLC 0.20% Reduce -0.0% 3,692 $771K
Accretive Wealth Partners, LLC 0.23% Reduce -0.4% 3,687 $769K
Caldwell Trust Co 0.07% Reduce -0.0% 3,672 $766K
Wescott Financial Advisory Group, LLC 0.07% Add +0.3% 3,650 $762K
KDT Advisors, LLC 1.12% Reduce -9.0% 3,650 $762K
MorganRosel Wealth Management, LLC 0.20% Reduce -2.9% 3,644 $761K
Signaturefd, LLC 0.01% Add +12.1% 3,644 $760K
Spinnaker Investment Group, LLC 0.14% New 3,639 $759K
Libra Wealth LLC 0.23% No change 3,627 $757K
Snowden Capital Advisors LLC 0.02% Add +2.3% 3,610 $757K
Westhampton Capital, LLC 0.37% No change 3,624 $756K
Legacy Private Trust Co. 0.05% Add +8.6% 3,621 $756K
Physician Wealth Advisors, Inc. 0.11% Reduce -7.8% 3,607 $753K
BCS Wealth Management 0.17% Reduce -9.9% 3,566 $745K
Franklin Resources Inc. 0.00% Add +1.4% 3,566 $744K
Wilmington Savings Fund Society, FSB 0.02% Reduce -46.1% 3,557 $742K
Arrowroot Family Office, LLC 0.29% Add +0.4% 3,542 $739K
Hoxton Planning & Management, LLC 0.24% Reduce -2.2% 3,526 $736K
Life Planning Partners, Inc 0.54% No change 3,525 $736K
Agate Pass Investment Management, LLC 0.28% No change 3,503 $731K
Keeler & Nadler Financial Planning & Wealth Management 0.27% Reduce -0.9% 3,496 $730K
Chesley Taft & Associates LLC 0.03% Reduce -2.8% 3,487 $728K
Greykasell Wealth Strategies, Inc. 0.30% Add +0.1% 3,465 $723K
Winebrenner Capital Management LLC 0.52% Reduce -11.1% 3,446 $719K
Traynor Capital Management, Inc. 0.04% Add +22.2% 3,443 $719K
Compass Capital Corp. /Ma/ 0.31% Add +7.4% 3,431 $713K
Madison Wealth Partners, Inc 0.14% Add +0.4% 3,408 $711K
Oak Hill Wealth Advisors, LLC 0.13% No change 3,400 $710K
Parcion Private Wealth LLC 0.04% Reduce -8.1% 3,399 $709K
McDonald Partners LLC 0.21% Reduce -0.6% 3,383 $706K
Boston Partners 0.00% New 3,351 $702K
Yukon Wealth Management, Inc. 0.23% No change 3,335 $696K
Avant Capital LLC 0.49% New 3,330 $695K
Brass Tax Wealth Management, Inc. 0.12% Add +2.0% 3,324 $694K
Novak & Powell Financial Services, Inc. 0.36% New 3,322 $693K
Medallion Wealth Advisors, LLC 0.25% Add +6.9% 3,310 $691K
Bedel Financial Consulting, Inc. 0.09% Add +0.5% 3,308 $690K
Evergreen Capital Management LLC 0.02% No change 3,281 $688K
Droms Strauss Advisors Inc. /Mo/ 0.20% Reduce -5.7% 3,289 $686K
Destiny Wealth Partners, LLC 0.08% Add +2.8% 3,282 $685K
Abbot Financial Management, Inc. 0.29% No change 3,262 $681K
Greenspring Advisors, LLC 0.12% — 3,225 $673K
Astra Wealth Partners LLC 0.47% No change 3,204 $669K
Crestwood Advisors Group, LLC 0.01% No change 3,175 $663K
Western Wealth Management, LLC 0.03% Add +0.7% 3,166 $661K
Rockwood Wealth Management, LLC 0.05% No change 3,158 $659K
Glenview Trust Co 0.01% Reduce -3.6% 3,146 $657K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -21.4% 3,133 $654K
Magnolia Private Wealth, LLC 0.48% Reduce -10.1% 3,120 $651K
Atlantic Union Bankshares Corp 0.01% Add +310.0% 3,116 $650K
Resolute Advisors LLC 0.17% Add +0.5% 3,097 $649K
GreatBanc Trust CO 0.44% — 3,100 $647K
Unconventional Investor, LLC 0.32% Add +0.8% 3,095 $646K
Wealthstream Advisors, Inc. 0.10% No change 3,094 $646K
Tennessee Valley Asset Management Partners 0.09% Add +7.2% 3,078 $642K
Country Club Bank 0.04% No change 3,087 $642K
Flagship Harbor Advisors, LLC 0.03% Reduce -4.0% 3,071 $641K
Continuum Advisory, LLC 0.07% Add +2.8% 3,031 $633K
Accurate Wealth Management, LLC 0.08% Add +82.6% 3,046 $632K
Beckerman Institutional, LLC 0.37% Add +0.0% 3,024 $631K
RFG - Bristol Wealth Advisors, LLC 0.18% Reduce -86.1% 3,022 $631K
Avant Financial Advisors LLC 0.47% No change 3,018 $630K
Clal Insurance Enterprises Holdings Ltd 0.00% New 3,000 $629K
Smartleaf Asset Management LLC 0.04% Add +42.7% 3,021 $629K
Woodside Wealth Management LLC 0.50% Add +0.3% 3,009 $628K
Weik Capital Management 0.23% No change 3,000 $626K
Tactive Advisors, LLC 0.18% Add +3.2% 2,988 $624K
Eagle Rock Investment Company, LLC 0.09% Reduce -1.0% 2,986 $623K
TCI Wealth Advisors, Inc. 0.04% Reduce -2.3% 2,983 $623K
Evermay Wealth Management LLC 0.07% Reduce -15.9% 2,970 $621K
Axis Wealth Partners, LLC 0.36% Reduce -2.0% 2,950 $616K
Centaurus Financial, Inc. 0.03% Add +0.4% 2,948 $615K
National Bank of Canada 0.00% Add +6.7% 2,945 $614K
SCS Capital Management LLC 0.01% Reduce -2.4% 2,902 $608K
Community Bank, N.A. 0.07% Add +190.5% 2,905 $606K
Gibson Capital, LLC 0.11% No change 2,899 $605K
DGS Capital Management, LLC 0.11% Add +8.5% 2,886 $602K
Sage Investment Counsel LLC 0.67% Reduce -25.2% 2,882 $602K
Anderson Hoagland & Co. 0.05% No change 2,881 $601K
LJI Wealth Management, LLC 0.10% Add +0.2% 2,871 $599K
Woodmont Investment Counsel LLC 0.04% Reduce -8.0% 2,871 $599K
Silver Oak Advisory Group, Inc. 0.27% Reduce -1.7% 2,873 $599K
Comprehensive Money Management Services LLC 0.42% Reduce -0.1% 2,863 $598K
Altiora Financial Group, LLC 0.11% No change 2,860 $597K
Bowman & Co S.C. 0.25% Reduce -1.6% 2,857 $596K
Stonebridge Financial Planning Group, LLC 0.22% Reduce -7.2% 2,846 $594K
Pointe Capital Management LLC 0.29% Add +0.9% 2,842 $593K
Collaborative Wealth Managment Inc. 0.24% Add +5.8% 2,838 $592K
Busey Bank 0.02% Reduce -5.2% 2,835 $592K
WoodTrust Financial Corp 0.07% New 2,832 $591K
Mach-1 Financial Group, LLC 0.09% New 2,830 $591K
Integrity Advisory Solutions, LLC 0.09% — 2,830 $591K
Fisher Asset Management 0.00% Add +13.6% 2,829 $590K
Galvin, Gaustad & Stein, LLC 0.05% Reduce -7.2% 2,814 $587K
Granite FO LLC 0.32% Reduce -24.5% 2,805 $586K
Townsend Asset Management Corp. /NC/ 0.21% Reduce -19.5% 2,801 $585K
Renaissance Technologies 0.00% New 2,800 $584K
American Trust 0.05% Add +5.5% 2,794 $583K
Godsey & Gibb, Inc. 0.05% No change 2,791 $583K
UNIVEST FINANCIAL Corp 0.03% Reduce -0.1% 2,786 $582K
ERn Financial, LLC 0.11% No change 2,782 $581K
Apexium Financial, LP 0.03% Reduce -11.6% 2,764 $579K
Sunbelt Securities, Inc. 0.04% Add +2148.8% 2,766 $577K
Empirical Asset Management, LLC 0.16% No change 2,765 $577K
Twin Focus Capital Partners, LLC 0.07% Add +29.6% 2,762 $576K
FSM Wealth Advisors, LLC 0.08% Add +0.6% 2,760 $576K
Modern Wealth Management, LLC 0.01% Reduce -0.4% 2,758 $576K
Tyche Wealth Partners LLC 0.10% Reduce -35.9% 2,753 $575K
Potentia Wealth 0.22% Add +1.1% 2,739 $572K
Aviso Wealth Management 0.25% Add +3.4% 2,733 $570K
Windsor Advisory Group, LLC 0.50% No change 2,720 $568K
Investmark Advisory Group LLC 0.25% Add +4.5% 2,716 $567K
FWG Investments, LLC. 0.39% Add +15.7% 2,703 $564K
Frederick Financial Consultants, LLC 0.32% No change 2,700 $563K
FNY Investment Advisers, LLC 0.19% New 2,700 $563K
K2 Financial Inc. 0.45% Add +12.8% 2,742 $562K
Great Oak Capital Partners, LLC 0.15% New 2,687 $561K
Apeiron RIA LLC 0.13% Reduce -10.6% 2,670 $559K
Family Investment Center, Inc. 0.12% Add +0.3% 2,661 $557K
Greenline Partners, LLC 0.07% Reduce -2.5% 2,660 $555K
Copia Wealth Management 0.41% Add +5.9% 2,658 $555K
Carnegie Investment Counsel 0.01% Add +14.6% 2,652 $554K
Retirement Planning Group, LLC / NY 0.41% Add +29.6% 2,638 $553K
National Wealth Management Group, LLC 0.21% New 2,646 $552K
Rooted Wealth Advisors, Inc. 0.17% Add +9.6% 2,608 $551K
Cozad Asset Management Inc. 0.04% Reduce -20.1% 2,631 $549K
SOL Capital Management CO 0.05% Reduce -7.3% 2,620 $547K
Precedent Wealth Partners, LLC 0.12% Reduce -0.8% 2,614 $546K
Cornerstone Capital, Inc. 0.05% New 2,606 $544K
Private Trust Co. NA 0.05% Reduce -9.1% 2,604 $543K
Smith Thornton Advisors LLC 0.28% No change 2,602 $543K
Quarry Hill Advisors, LLC 0.28% No change 2,601 $543K
Lakewood Asset Management LLC 0.33% Add +5.3% 2,599 $542K
Prosperity Consulting Group, LLC 0.03% Add +5.1% 2,592 $541K
TFO Wealth Partners, LLC 0.09% Reduce -3.5% 2,584 $539K
Montis Financial, LLC 0.12% New 2,581 $539K
Pinnacle Associates Ltd. 0.01% Add +0.8% 2,554 $533K
Iowa State Bank 0.10% No change 2,531 $528K
Apollon Financial, LLC 0.09% Reduce -7.4% 2,523 $527K
Selective Wealth Management, Inc. 0.17% No change 2,516 $525K
Russell Investments Group, Ltd. 0.00% Add +6.2% 2,516 $525K
First National Bank Sioux Falls 0.16% No change 2,514 $525K
McMill Wealth Management 0.15% No change 2,513 $524K
Dorsey & Whitney Trust CO LLC 0.03% Reduce -11.6% 2,511 $524K
Oldfather Financial Services, LLC 0.16% No change 2,509 $524K
Murphy & Mullick Capital Management Corp 0.39% No change 2,508 $523K
Guardian Wealth Management, Inc. 0.31% Add +1.5% 2,504 $523K
Aptus Capital Advisors, LLC 0.00% Add +0.1% 2,504 $523K
SteelPeak Wealth, LLC 0.02% Add +1.0% 2,494 $521K
PFG Investments, LLC 0.03% Add +1.7% 2,495 $521K
Narus Financial Partners, LLC 0.14% Add +7.6% 2,494 $521K
Red Wave Investments LLC 0.16% Reduce -1.3% 2,494 $521K
Atticus Wealth Management, LLC 0.13% Add +0.8% 2,484 $518K
Procyon Advisors, LLC 0.03% Add +0.1% 2,481 $518K
XY Planning Network, Inc. 0.18% No change 2,655 $518K
Lodestone Wealth Management LLC 0.23% Add +1.1% 2,474 $516K
Centurion Wealth Management LLC 0.12% Add +40.6% 2,449 $511K
Cascade Financial Partners, LLC 0.06% Reduce -1.6% 2,444 $510K
Root Financial Partners, LLC 0.03% Reduce -40.2% 2,443 $510K
Chapman Financial Group, LLC 0.35% Add +24.2% 2,416 $504K
Landmark Wealth Management, LLC 0.20% Reduce -2.0% 2,400 $501K
Calton & Associates, Inc. 0.08% Add +58.8% 2,398 $501K
MIdWestOne Financial Group, Inc. 0.06% Reduce -7.0% 2,397 $500K
Tsfg, LLC 0.08% Reduce -1.5% 2,396 $500K
Rinkey Investments 0.13% No change 2,392 $499K
Roffman Miller Associates Inc. 0.03% Reduce -10.4% 2,383 $497K
Versant Capital Management, Inc 0.07% Add +0.2% 2,381 $497K
Orleans Capital Management Corp. 0.32% No change 2,373 $495K
Round Rock Advisors LLC 0.08% No change 2,334 $487K
Camelot Technology Advisors, Inc. 0.39% No change 2,327 $486K
Montag A & Associates Inc. 0.02% No change 2,311 $483K
Staley Capital Advisers Inc. 0.02% No change 2,311 $482K
NorthStar Asset Management LLC 0.23% Reduce -0.3% 2,310 $482K
Taylor & Morgan Wealth Management, LLC 0.30% Add +0.2% 2,305 $481K
West Financial Advisors, LLC 0.08% Reduce -0.9% 2,303 $481K
Capital Investment Advisory Services, LLC 0.04% Reduce -3.5% 2,294 $479K
QRG Capital Management, Inc. 0.01% Reduce -26.6% 2,288 $477K
Manuka Financial, LLC 0.29% Reduce -28.7% 2,267 $473K
Key Client Fiduciary Advisors, LLC 0.16% Add +6.7% 2,262 $472K
Drucker Wealth 3.0, LLC 0.08% Reduce -4.0% 2,258 $471K
Bryn Mawr Trust Advisors, LLC 0.02% Add +0.2% 2,250 $469K
Fidelis Capital Partners, LLC 0.04% No change 2,247 $469K
Valmark Advisers, Inc. 0.01% Reduce -9.3% 2,244 $468K
Richard P Slaughter Associates Inc 0.10% Reduce -15.1% 2,235 $466K
BLB&B Advisors, LLC 0.02% Reduce -2.5% 2,223 $464K
Fidelity D & D Bancorp Inc. 0.26% No change 2,223 $464K
IPG Investment Advisors LLC 0.08% No change 2,211 $464K
LPWM LLC 0.12% Add +2.8% 2,220 $463K
Bearing Point Capital, LLC 0.08% No change 2,200 $459K
Exchange Bank 0.32% Reduce -29.7% 2,199 $459K
TD Waterhouse Canada Inc. 0.00% Reduce -7.4% 2,169 $454K
Axxcess Wealth Management, LLC 0.01% Reduce -40.4% 2,168 $452K
Coppell Advisory Solutions LLC 0.05% Add +9.0% 2,164 $450K
Bell Investment Advisors, Inc 0.07% Add +2.5% 2,152 $449K
Founders Financial Securities LLC 0.03% Reduce -29.2% 2,148 $448K
SBI Securities Co., Ltd. 0.01% No change 2,147 $448K
Hardin Capital Partners, LLC 0.24% Add +0.8% 2,136 $446K
Elevation Wealth Partners, LLC 0.16% Reduce -8.2% 2,130 $445K
Foundations Investment Advisors, LLC 0.01% Add +17.7% 2,125 $444K
Pettyjohn, Wood & White, Inc. 0.07% No change 2,120 $442K
Ariadne Wealth Management, LP 0.20% No change 2,145 $442K
Nottingham Advisors, Inc. 0.06% Add +0.1% 2,102 $439K
Financial Futures Ltd Liability Co. 0.21% No change 2,097 $438K
Pension & Wealth Management Advisors, Inc. 0.14% Reduce -0.8% 2,080 $434K
Provident Wealth Management, LLC 0.13% No change 2,057 $429K
Capasso Planning Partners LLC 0.27% Reduce -8.9% 2,056 $429K
Walter & Keenan Wealth Management LLC /in/ 0.12% Reduce -3.7% 2,044 $427K
Daymark Wealth Partners, LLC 0.01% Add +3.2% 2,042 $426K
Confluence Wealth Services, Inc. 0.02% Add +5.9% 2,033 $424K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -2.0% 2,027 $423K
Dominguez Wealth Management Solutions, Inc. 0.27% Reduce -0.1% 2,025 $423K
Argentarii, LLC 0.17% Add +17.1% 2,024 $422K
Ballentine Capital Advisors, Inc 0.19% No change 2,022 $422K
Villere St Denis J & Co. LLC 0.04% No change 2,022 $422K
Washington Trust Advisors, Inc. 0.03% Add +10.2% 2,013 $420K
Winthrop Capital Management, LLC 0.10% No change 2,014 $420K
Bantamac Capital, LLC 0.32% No change 2,000 $417K
Rathbones Group PLC 0.00% No change 2,000 $417K
Athena Investment Management 0.22% No change 1,998 $417K
Cornerstone Advisors Asset Management, LLC 0.07% New 1,995 $416K
Lodestar Private Asset Management LLC 0.04% Reduce -0.1% 1,994 $416K
Silvercrest Asset Management Group LLC 0.00% Reduce -26.4% 1,994 $416K
Burling Wealth Partners, LLC 0.07% No change 1,990 $415K
First Trust Advisors LP 0.00% New 1,989 $415K
Essential Partners LLC 0.14% Reduce -17.6% 1,988 $415K
Barnes Pettey Financial Advisors, LLC 0.23% Add +0.9% 1,988 $415K
SeaCrest Wealth Management, LLC 0.04% Reduce -18.4% 1,973 $414K
Retirement Financial Solutions, LLC 0.13% Reduce -98.0% 1,983 $414K
NWF Advisory Services Inc. 0.05% Reduce -1.5% 1,979 $413K
Ceera Investments, LLC 0.13% Add +24.6% 1,978 $413K
Pinnacle Bancorp, Inc. 0.12% Add +0.5% 1,973 $412K
Quadrant Capital Group LLC 0.01% Reduce -54.4% 1,963 $410K
Gemmer Asset Management LLC 0.03% New 1,951 $407K
Columbia Advisory Partners LLC 0.28% New 1,946 $406K
Client 1ST Advisory Group, LLC 0.13% Add +7.7% 1,945 $406K
Murphy, Middleton, Hinkle & Parker, Inc. 0.20% Add +1.3% 1,944 $406K
Accredited Investors Inc. 0.02% Add +9.9% 1,943 $406K
Adamsbrown Wealth Consultants LLC 0.11% Reduce -1.1% 1,936 $404K
Sax Wealth Advisors, LLC 0.02% Reduce -28.2% 1,935 $404K
CM Wealth Advisors LLC 0.11% No change 1,926 $404K
Ridgewood Investments LLC 0.17% Add +0.6% 1,934 $404K
Curated Wealth Partners LLC 0.05% Add +0.1% 1,927 $402K
Capital Investment Advisors, LLC 0.01% Add +17.6% 1,922 $401K
Wilson & Boucher Capital Management, LLC 0.26% No change 1,921 $401K
Guidance Capital, Inc. 0.10% Reduce -5.6% 1,902 $400K
Aspen Grove Capital, LLC 0.07% No change 1,900 $398K
Rexford Capital Inc. 0.31% No change 1,900 $397K
CoreCap Advisors, LLC 0.01% Add +6.7% 1,893 $395K
Summit Trail Advisors, LLC 0.01% Add +3.3% 1,882 $395K
Vantage Point Financial LLC 0.15% Add +0.2% 1,890 $394K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +20.0% 1,887 $394K
Simplicity Wealth,LLC 0.02% Reduce -60.2% 1,884 $393K
Skyline Advisors, Inc. 0.14% No change 1,883 $393K
Compass Capital Management, Inc. 0.02% New 1,880 $392K
Investments & Financial Planning, LLC 0.21% Reduce -3.6% 1,876 $392K
Coastwise Capital Group, LLC 0.28% Add +6.1% 1,874 $391K
MWA Asset Management 0.22% Reduce -11.4% 1,869 $390K
Thrive Wealth Management, LLC 0.06% Reduce -5.3% 1,860 $388K
Sagespring Wealth Partners, LLC 0.01% Add +17.8% 1,847 $386K
Solutions 4 Wealth, Ltd 0.60% No change 1,841 $384K
CGC Financial Services, LLC 0.11% No change 1,841 $384K
One Capital Management, LLC 0.01% New 1,834 $383K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -7.7% 1,812 $383K
Summit Financial Strategies, Inc. 0.03% Reduce -0.4% 1,826 $381K
Binnacle Investments Inc 0.22% Reduce -0.5% 1,825 $381K
Carnegie Lake Advisors LLC 0.15% New 1,825 $381K
Next Level Private LLC 0.11% Reduce -1.3% 1,805 $380K
Old North State Wealth Management, LLC 0.18% Reduce -3.4% 1,816 $380K
HHM Wealth Advisors, LLC 0.04% Reduce -1.2% 1,818 $379K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -0.7% 1,808 $377K
Invst, LLC 0.04% Reduce -70.7% 1,806 $377K
Cutler Investment Counsel LLC 0.04% No change 1,798 $377K
Cadence Bank 0.02% Reduce -0.6% 1,794 $374K
Capital Advisors, Ltd. LLC 0.04% Reduce -3.5% 1,791 $374K
Uptown Financial Advisors LLC 0.33% No change 1,788 $373K
HBK Sorce Advisory LLC 0.01% Reduce -15.6% 1,788 $372K
WealthTrak Capital Management LLC 0.31% Add +1.5% 1,781 $372K
Brightwater Advisory LLC 0.25% Reduce -4.2% 1,778 $371K
Townsquare Capital LLC 0.06% Reduce -32.0% 1,757 $367K
Sage Rhino Capital LLC 0.07% Add +0.9% 1,751 $366K
Cidel Asset Management Inc. 0.02% No change 1,750 $365K
Fifth Third Wealth Advisors LLC 0.01% Reduce -10.7% 1,749 $365K
Grand Wealth Management, LLC 0.18% No change 1,731 $363K
MAS Advisors LLC 0.57% No change 1,730 $361K
Wrapmanager Inc. 0.11% Reduce -57.2% 1,729 $361K
Diversified Trust Co. 0.01% Add +2.2% 1,718 $359K
Ocean Park Asset Management, LLC 0.01% New 1,716 $358K
Exchange Traded Concepts, LLC 0.00% Reduce -1.8% 1,716 $358K
Verdence Capital Advisors LLC 0.02% Add +5.5% 1,699 $358K
Clark Asset Management, LLC 0.04% Reduce -32.2% 1,715 $358K
Berman McAleer LLC 0.05% — 1,707 $358K
Vantage Financial Partners, LLC 0.08% Reduce -16.5% 1,713 $358K
Evercore Wealth Management, LLC 0.01% No change 1,712 $357K
Vista Capital Partners, Inc. 0.04% Reduce -8.4% 1,708 $357K
Obsidian Personal Planning Solutions LLC 0.12% Add +0.3% 1,726 $356K
Seed Wealth Management, Inc. 0.24% Reduce -30.3% 1,700 $355K
Sonoma Private Wealth LLC 0.42% Add +10.3% 1,696 $354K
Melfa Wealth Management, Inc. 0.21% No change 1,691 $353K
New Hampshire Trust 0.07% Reduce -8.9% 1,688 $352K
Nicolet Advisory Services, LLC 0.03% Add +0.1% 1,673 $349K
Marco Investment Management LLC 0.03% Add +2.1% 1,668 $348K
Jag Capital Management, LLC 0.04% Reduce -4.3% 1,655 $345K
BWM Planning, LLC 0.10% Add +0.1% 1,653 $345K
New England Private Wealth Advisors LLC 0.04% No change 1,632 $341K
Semitam Bonam LLC 0.30% No change 1,630 $340K
Willow Creek Wealth Management Inc. 0.03% Add +7.7% 1,628 $340K
Finward Bancorp 0.26% Reduce -24.6% 1,626 $339K
Pinnacle Wealth Management Advisory Group, LLC 0.03% No change 1,625 $339K
Annandale Capital, LLC 0.06% No change 1,625 $339K
Austin Wealth Management, LLC 0.05% Add +13.7% 1,630 $339K
TPG Advisors LLC 0.22% No change 1,616 $337K
Integral Investment Advisors, Inc. 0.09% Reduce -25.2% 1,612 $336K
Willis Johnson & Associates, Inc. 0.02% No change 1,611 $336K
Argent Advisors, Inc. 0.10% No change 1,601 $334K
Ethos Financial Group, LLC 0.03% Reduce -15.2% 1,585 $332K
Camelot Portfolios, LLC 0.20% Reduce -8.9% 1,589 $332K
Uhlmann Price Securities, LLC 0.20% Add +16.4% 1,588 $332K
Team Hewins, LLC 0.11% No change 1,580 $331K
1ST Source Bank 0.02% No change 1,583 $330K
Appleton Partners Inc. 0.02% No change 1,564 $326K
Centennial Bank 0.13% No change 1,560 $326K
Flagstar Securities, Inc. 0.10% Reduce -73.1% 1,551 $325K
Rovin Capital /Ut/ 0.09% No change 1,555 $325K
Salus Financial Advisors, LLC 0.20% No change 1,556 $325K
Clark Capital Management Group, Inc. 0.00% Add +4.7% 1,551 $324K
Thrivent Financial for Lutherans 0.00% Reduce -88.5% 1,546 $323K
KDK Private Wealth Management, LLC 0.33% Reduce -4.7% 1,546 $323K
Keel Point, LLC 0.02% Add +2.9% 1,544 $322K
LWM Advisors Inc. 0.29% Reduce -0.1% 1,544 $322K
Milestone Asset Management Group, LLC 0.20% Add +0.4% 1,543 $322K
North Capital, Inc. 0.25% Add +0.5% 1,542 $322K
Penobscot Wealth Management 0.10% Reduce -1.2% 1,541 $322K
Gilliland Jeter Wealth Management LLC 0.10% No change 1,536 $321K
Outbound Financial Inc 0.26% No change 1,535 $320K
Gateway Wealth Partners, LLC 0.04% Add +1.6% 1,531 $320K
Robinson Smith Wealth Advisors LLC 0.23% No change 1,529 $319K
Columbia Asset Management 0.06% Add +4.5% 1,523 $318K
Fiduciary Trust Co 0.00% Reduce -10.0% 1,519 $317K
BCR Wealth Strategies, LLC 0.11% New 1,514 $315K
SVB Wealth LLC 0.02% Add +34.5% 1,500 $313K
Romano Brothers and Company 0.04% No change 1,491 $311K
LexAurum Advisors, LLC 0.04% Add +2.1% 1,478 $309K
Meredith Wealth Planning 0.10% No change 1,477 $308K
Vestia Personal Wealth Advisors 0.16% Add +0.4% 1,475 $308K
Barlow Wealth Partners, LLC 0.03% Reduce -5.6% 1,482 $308K
Patriot Financial Group Insurance Agency, LLC 0.04% Add +41.0% 1,471 $307K
Stewardship Advisors, LLC 0.07% Reduce -2.5% 1,469 $307K
GM Advisory Group, LLC 0.01% Add +0.3% 1,461 $305K
Keystone Financial Group 0.02% Add +2.5% 1,458 $304K
Jeppson Wealth Management, LLC 0.10% No change 1,455 $304K
Fourth Dimension Wealth, LLC 0.12% Reduce -5.5% 1,444 $301K
Snider Financial Group 0.08% No change 1,438 $300K
Lazari Capital Management, Inc. 0.10% Add +0.4% 1,436 $300K
Park Edge Advisors, LLC 0.07% Reduce -10.6% 1,431 $299K
Bonfire Financial 0.23% Reduce -10.8% 1,423 $298K
Curi Capital, LLC 0.01% Add +10.9% 1,423 $298K
Sage Financial Management Group, Inc. 0.10% No change 1,427 $298K
Inspire Advisors, LLC 0.03% Reduce -3.2% 1,427 $298K
Sovran Advisors, LLC 0.03% Add +31.6% 1,448 $298K
Horizon Investment Services, LLC 0.11% Reduce -4.0% 1,423 $297K
DecisionMap Wealth Management, LLC 0.19% Reduce -0.1% 1,420 $296K
Hollencrest Capital Management 0.01% Reduce -0.1% 1,420 $296K
GPS Wealth Strategies Group, LLC 0.03% Reduce -17.7% 1,419 $296K
Roman Butler Fullerton & Co. 0.08% Add +2.4% 1,428 $296K
Yoder Wealth Management, Inc. 0.14% No change 1,417 $296K
Holland Advisory Services, Inc. 0.40% Add +0.4% 1,411 $295K
Harbor Asset Planning, Inc. 0.26% Reduce -7.4% 1,410 $294K
Evensky & Katz LLC 0.02% Add +0.4% 1,404 $293K
W.H. Cornerstone Investments Inc. 0.18% Add +0.5% 1,400 $292K
PAX Financial Group, LLC 0.05% Reduce -9.5% 1,398 $292K
ICONIQ Capital, LLC 0.00% No change 1,398 $292K
Creekmur Asset Management LLC 0.05% Reduce -1.4% 1,388 $290K
International Assets Investment Management, LLC 0.02% No change 1,453 $289K
Debussy Capital Management LP 0.04% Reduce -51.1% 1,382 $289K
Milestone Investment Advisors LLC 0.07% No change 1,366 $285K
WNY Asset Management, LLC 0.03% Reduce -20.6% 1,357 $283K
Paragon Advisors, LLC 0.07% Add +5.0% 1,355 $283K
Golden State Wealth Management, LLC 0.03% Add +0.1% 1,348 $281K
Stegner Investment Associates Inc. 0.15% New 1,346 $281K
Rehmann Capital Advisory Group 0.02% Add +0.3% 1,345 $281K
Dearborn Partners LLC 0.01% New 1,339 $279K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +1.2% 1,334 $278K
Legacy Bridge, LLC 0.12% Add +20.8% 1,326 $277K
Headinvest, LLC 0.06% No change 1,325 $277K
Hippocratic Financial Advisors, LLC 0.13% Reduce -11.5% 1,323 $276K
Cassaday & Co Wealth Management LLC 0.01% New 1,319 $275K
Gilman Hill Asset Management, LLC 0.04% Reduce -2.2% 1,318 $275K
My Personal CFO, LLC 0.11% Reduce -15.0% 1,312 $274K
Foundation Wealth Management, LLC\PA 0.11% No change 1,312 $274K
Passive Capital Management, LLC. 0.09% No change 1,310 $273K
Cobblestone Capital Advisors LLC 0.01% No change 1,308 $273K
Advocacy Wealth Management, LLC 0.01% New 1,305 $272K
Amplius Wealth Advisors, LLC 0.02% Reduce -18.2% 1,301 $272K
Brandes Investment Partners, LP 0.00% Reduce -85.4% 1,301 $272K
Founders Financial Alliance, LLC 0.05% Add +326.4% 1,292 $270K
Wealth Quarterback LLC 0.10% Reduce -3.0% 1,289 $269K
Brady Martz Wealth Solutions, LLC 0.05% No change 1,282 $268K
Sonora Investment Management Group, LLC 0.02% No change 1,281 $267K
Murphy Pohlad Asset Management LLC 0.10% Add +12.2% 1,280 $267K
Axim Planning & Wealth 0.21% Reduce -2.8% 1,272 $265K
RCS Financial Planning, LLC 0.12% Add +1.9% 1,265 $265K
TruWealth Advisors, LLC 0.01% No change 1,269 $265K
PGIM Custom Harvest LLC 0.00% Reduce -16.9% 1,268 $265K
Colonial Trust Co / SC 0.04% Reduce -44.6% 1,268 $265K
Brian Low Financial Group, LLC 0.21% Reduce -9.9% 1,267 $264K
Cherry Creek Investment Advisors, Inc. 0.11% Add +3.4% 1,264 $264K
Tradewinds, LLC. 0.06% New 1,262 $263K
Clear Creek Financial Management, LLC 0.02% Reduce -26.0% 1,258 $262K
Net Worth Advisory Group 0.08% Reduce -72.5% 1,254 $262K
Schrum Private Wealth Management LLC 0.19% Reduce -16.8% 1,252 $261K
Wells Financial Advisors INC 0.35% No change 1,251 $261K
TFC Financial Management, Inc. 0.03% Add +0.1% 1,239 $259K
Summit Asset Management, LLC 0.04% No change 1,239 $259K
Balboa Wealth Partners 0.04% Add +5.5% 1,238 $258K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -10.3% 1,233 $258K
Liberty Capital Management, Inc. 0.05% Reduce -1.3% 1,235 $258K
Dakota Wealth Management 0.01% Reduce -44.9% 1,235 $258K
Kraft, Davis & Associates, LLC 0.06% Reduce -22.6% 1,218 $257K
Mb, Levis & Associates, LLC 0.11% Add +26.8% 1,231 $257K
Park Place Capital Corp 0.05% Add +0.1% 1,230 $257K
Claris Advisors, LLC / Mo / 0.09% No change 1,315 $256K
First Heartland Consultants, Inc. 0.02% Reduce -22.2% 1,215 $254K
L. Roy Papp & Associates, LLP 0.03% Add +0.5% 1,214 $253K
Winthrop Advisory Group LLC 0.02% Reduce -10.1% 1,206 $253K
Tandem Financial, LLC 0.09% New 1,205 $253K
Berger Financial Group, Inc 0.01% Reduce -1.2% 1,200 $251K
Crewe Advisors LLC 0.02% Add +67.2% 1,197 $250K
Intelligence Driven Advisers, LLC 0.03% Add +0.4% 1,194 $249K
Harbour Capital Advisors, LLC 0.05% No change 1,187 $248K
Key Financial Inc 0.05% Add +14.2% 1,179 $247K
SilverOak Wealth Management LLC 0.04% No change 1,181 $246K
Accel Wealth Management 0.07% Reduce -29.4% 1,181 $246K
Bogart Wealth, LLC 0.01% Reduce -7.8% 1,178 $246K
Punch & Associates Investment Management, Inc. 0.01% Reduce -27.1% 1,173 $245K
Strategic Financial Services, Inc. 0.01% No change 1,165 $243K
Ehrlich Financial Group 0.14% No change 1,163 $243K
Gilbert & Cook, Inc. 0.03% New 1,161 $242K
Andrews, Lucia Wealth Management LLC 0.15% No change 1,160 $242K
Hazlett, Burt & Watson, Inc. 0.09% Add +0.1% 1,154 $241K
World Equity Group, Inc. 0.05% Add +4.3% 1,151 $240K
Salomon & Ludwin, LLC 0.02% Reduce -0.5% 1,134 $239K
Insight Inv LLC 0.14% No change 1,143 $239K
Archer Investment Corp 0.05% Reduce -1.0% 1,142 $238K
Moloney Securities Asset Management, LLC 0.03% Add +2.7% 1,135 $237K
Connecticut Wealth Management, LLC 0.01% Reduce -0.4% 1,126 $235K
Defined Wealth Management, LLC 0.14% Reduce -5.3% 1,124 $234K
Northern Financial Advisors Inc 0.12% New 1,121 $234K
Lauterbach Financial Advisors, LLC 0.12% No change 1,117 $233K
Prospect Financial Services LLC 0.13% New 1,116 $233K
Ameriflex Group, Inc. 0.09% Add +115.9% 1,116 $233K
Capital Group Private Client Services, Inc. 0.00% No change 1,108 $231K
Burney Co./ 0.01% Reduce -21.6% 1,106 $231K
Signal Advisors Wealth, LLC 0.02% New 1,101 $230K
Jackson, Grant Investment Advisers, Inc. 0.08% Add +0.9% 1,101 $230K
RFG Holdings, Inc. 0.06% Add +0.2% 1,098 $229K
Independent Wealth Network Inc. 0.07% Add +2.9% 1,098 $229K
RAM Investment Partners, LLC 0.04% New 1,098 $229K
Advisors Capital Management, LLC 0.00% Reduce -9.6% 1,096 $229K
Stephens Consulting, LLC 0.08% Reduce -60.2% 1,091 $228K
Tillman Hartley LLC 0.06% Reduce -65.2% 1,089 $227K
Legacy Advisors, LLC 0.03% — 1,085 $227K
Holos Integrated Wealth LLC 0.13% No change 1,125 $227K
Sound View Wealth Advisors Group, LLC 0.02% Add +3.6% 1,085 $226K
Woodard & Co. Asset Management Group Inc. 0.04% No change 1,080 $225K
Graney & King, LLC 0.16% No change 1,077 $225K
Prudent Investors Network, Inc. 0.06% No change 1,075 $224K
Core Wealth Partners LLC 0.10% No change 1,073 $224K
Brown Brothers Harriman & Co. 0.00% Add +12.0% 1,073 $224K
Forum Financial Management, LP 0.00% New 1,064 $222K
Omega Financial Group, LLC 0.07% Add +0.4% 1,062 $222K
Performance Wealth Partners, LLC 0.01% Reduce -1.9% 1,051 $219K
WPG Advisers, LLC 0.17% Add +0.5% 1,045 $218K
Investment Research & Advisory Group, Inc. 0.07% Reduce -49.9% 1,043 $218K
Northstar Group, Inc. 0.03% Reduce -1.0% 1,035 $216K
Lifeworks Advisors, LLC 0.03% No change 1,029 $215K
Satovsky Asset Management LLC 0.04% Add +0.2% 1,029 $215K
Westmount Partners, LLC 0.06% New 1,024 $215K
Smith Salley Wealth Management 0.01% Reduce -44.4% 1,027 $214K
Pinion Investment Advisors, LLC 0.06% Reduce -9.9% 1,014 $213K
Encompass Wealth Advisors, LLC 0.07% New 1,018 $212K
Capital Investment Counsel, LLC 0.03% Reduce -21.6% 1,016 $212K
AIMZ Investment Advisors, LLC 0.07% New 1,015 $212K
GatePass Capital, LLC 0.12% Reduce -2.2% 1,012 $211K
Beaumont Financial Advisors, LLC 0.01% Reduce -2.4% 1,010 $211K
Investment Advisory Group, LLC 0.06% New 1,008 $210K
Post Resch Tallon Group Inc. 0.19% New 1,005 $210K
Serenus Wealth Advisors, LLC 0.04% New 1,002 $209K
Advantage Trust Co 0.09% No change 1,000 $209K
Essential Planning, LLC. 0.07% New 1,000 $209K
United Bank 0.02% New 1,000 $209K
Lanark Financial, Inc. 0.02% Add +0.9% 998 $208K
Manske Wealth Management 0.06% New 996 $208K
RW Investment Management LLC 0.02% New 995 $208K
Meridian Wealth Advisors, LLC 0.03% New 995 $208K
Rothschild Investment LLC 0.01% Add +0.6% 992 $207K
N.E.W. Advisory Services LLC 0.02% Add +0.1% 990 $207K
Crumly & Associates Inc. 0.05% New 988 $206K
Accredited Investor Services, LLC 0.14% New 982 $205K
TAGStone Capital, Inc. 0.08% New 977 $205K
Freedom Financial Partners LLC 0.08% New 978 $204K
White Wing Wealth Management 0.13% New 973 $204K
Hubbell Strickland Wealth Management, LLC 0.08% New 977 $204K
West Bancorporation Inc. 0.11% New 976 $204K
Meeder Advisory Services, Inc. 0.01% Reduce -16.2% 972 $203K
Litman Gregory Wealth Management LLC 0.02% New 971 $203K
Ellenbecker Investment Group 0.03% New 969 $202K
Abound Wealth Management 0.05% Add +11.8% 968 $202K
WMG Financial Advisors, LLC 0.07% New 966 $202K
Aquire Wealth Advisors, LLC 0.05% New 965 $201K
jvl associates llc 0.07% New 963 $201K
Sound Income Strategies, LLC 0.01% Add +2.5% 927 $192K
First PREMIER Bank 0.04% No change 910 $190K
Bare Financial Services, Inc 0.05% No change 873 $182K
Operose Advisors LLC 0.04% Reduce -6.1% 866 $181K
Angeles Wealth Management, LLC 0.01% Reduce -24.4% 854 $178K
Mowery & Schoenfeld Wealth Management, LLC 0.30% No change 844 $176K
WealthCollab, LLC 0.08% No change 820 $171K
Kennebec Savings Bank 0.16% Reduce -9.2% 817 $171K
Arcadia Investment Advisors LLC 0.08% No change 811 $169K
New Republic Capital, LLC 0.05% Reduce -1.8% 803 $168K
Proffitt & Goodson Inc. 0.02% No change 783 $163K
Dagco, Inc. 0.04% No change 770 $161K
McIlrath & Eck, LLC 0.02% Add +13.9% 761 $159K
Steigerwald, Gordon & Koch Inc. 0.02% New 756 $158K
Addison Advisors LLC 0.04% Reduce -4.3% 756 $158K
Glen Eagle Advisors, LLC 0.02% Add +10.3% 747 $156K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -50.8% 741 $155K
Halbert Hargrove Global Advisors, LLC 0.01% No change 718 $150K
Curio Wealth, LLC 0.06% No change 706 $147K
Nalls Sherbakoff Group, LLC 0.10% No change 705 $147K
Colony Family Offices, LLC 0.04% No change 694 $145K
Atlantic Private Wealth, LLC 0.09% No change 673 $140K
Thompson Investment Management, Inc. 0.02% No change 635 $133K
MV Capital Management, Inc. 0.01% No change 633 $132K
Cloud Capital Management, LLC 0.07% New 624 $131K
Lazard Asset Management LLC 0.00% No change 610 $127K
Field & Main Bank 0.04% No change 600 $125K
GAMMA Investing LLC 0.01% No change 593 $124K
LRI Investments, LLC 0.01% Reduce -36.0% 588 $123K
Johnson Financial Group, Inc. 0.00% Reduce -43.2% 565 $118K
10Elms LLP 0.12% No change 562 $117K
Bfsg, LLC 0.01% Add +18.5% 544 $114K
Oxford Financial Group, LTD. LLC 0.01% No change 537 $112K
Qube Research & Technologies Ltd 0.00% Reduce -6.6% 520 $109K
West Paces Advisors Inc. 0.02% Reduce -22.4% 517 $108K
Bradley & Co. Private Wealth Management, LLC 0.06% No change 506 $106K
Fairscale Capital, LLC 0.07% No change 502 $105K
Wagner Wealth Management, LLC 0.02% No change 504 $105K
SYM FINANCIAL Corp 0.01% No change 500 $104K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 500 $104K
Horizon Bancorp Inc. 0.05% Reduce -60.2% 494 $103K
Keener Financial Planning LLC 0.04% No change 467 $97K
Financial Life Planners 0.06% New 440 $92K
Gen-Wealth Partners Inc 0.03% Add +0.5% 437 $91K
Sachetta, LLC 0.03% Reduce -11.2% 435 $91K
American National Bank & Trust 0.01% Reduce -95.1% 435 $91K
Old Second National Bank of Aurora 0.02% No change 428 $89K
Strategic Wealth Partners, Ltd. 0.01% Reduce -4.3% 425 $89K
TCTC Holdings, LLC 0.00% No change 423 $88K
Investors Research Corp 0.02% Reduce -25.5% 407 $85K
Crowley Wealth Management, Inc. 0.07% No change 404 $84K
JPL Wealth Management, LLC 0.02% New 401 $84K
Mechanics Financial Corp 0.03% No change 400 $83K
Manchester Capital Management LLC 0.01% Reduce -95.6% 400 $83K
Mogy Joel R Investment Counsel Inc. 0.00% No change 400 $83K
Private Wealth Asset Management, LLC 0.01% Add +5.2% 382 $80K
DHJJ Financial Advisors, Ltd. 0.03% Add +0.3% 379 $79K
American Capital Advisory, LLC 0.04% No change 375 $78K
Van Den Berg Management I, Inc. 0.02% Reduce -0.3% 369 $77K
Trifecta Capital Advisors, LLC 0.01% No change 345 $72K
Ballast Advisors LLC 0.02% New 342 $71K
JDM Financial Group LLC 0.03% No change 341 $71K
Rossby Financial, LCC 0.02% Add +6.3% 335 $70K
Hurley Capital, LLC 0.04% Add +0.6% 327 $68K
Breakwater Investment Management 0.02% Reduce -16.3% 323 $67K
Quest 10 Wealth Builders, Inc. 0.06% No change 319 $67K
Peachtree Investment Partners, LLC 0.02% Add +0.3% 317 $66K
Adirondack Trust Co. 0.02% New 316 $66K
Armstrong Advisory Group, Inc. 0.00% No change 306 $64K
Horizon Financial Services, LLC 0.03% Add +64.7% 303 $63K
SJS Investment Consulting Inc. 0.01% No change 298 $62K
Systematic Financial Management LP 0.00% Reduce -26.7% 294 $61K
Alerus Financial NA 0.00% No change 274 $57K
Turning Point Benefit Group, Inc. 0.03% New 259 $54K
Cape Investment Advisory, Inc. 0.05% Reduce -26.8% 259 $54K
CBIZ Investment Advisory Services, LLC 0.00% No change 248 $52K
Indiana Trust & Investment Management Co 0.02% No change 245 $51K
IAG Wealth Partners, LLC 0.01% No change 245 $51K
Kilter Group LLC 0.02% No change 241 $50K
Barclays PLC 0.00% No change 240 $50K
Perritt Capital Management Inc 0.02% Add +0.8% 240 $50K
Salem Investment Counselors Inc. 0.00% No change 232 $49K
Horrell Capital Management, Inc. 0.02% No change 232 $48K
Tidemark, LLC 0.01% No change 230 $48K
Vermillion Wealth Management, Inc. 0.01% Reduce -9.1% 230 $48K
Palisade Asset Management, LLC 0.00% New 228 $48K
2UniFi Bank 0.02% No change 225 $47K
Jackson Hole Capital Partners, LLC 0.01% No change 215 $45K
Blue Bell Private Wealth Management, LLC 0.01% Add +26.6% 214 $45K
KERR FINANCIAL PLANNING Corp 0.06% — 211 $43K
Rise Advisors, LLC 0.02% Reduce -14.9% 206 $43K
Hantz Financial Services, Inc. 0.00% No change 204 $43K
JNBA Financial Advisors 0.00% No change 204 $43K
Eastern Bank 0.00% No change 203 $42K
Orion Capital Management LLC 0.01% No change 196 $41K
Compass Financial Services Inc 0.02% Add +0.5% 196 $41K
Millstone Evans Group, LLC 0.03% No change 194 $40K
Pinney & Scofield, Inc. 0.02% No change 192 $40K
Matrix Private Capital Group LLC 0.02% No change 190 $40K
Heritage Wealth Advisors 0.00% No change 183 $38K
Front Row Advisors LLC 0.01% No change 177 $37K
Redwood Park Advisors LLC 0.03% Reduce -11.5% 177 $37K
Financial Gravity Asset Management, Inc. 0.01% — 170 $36K
ORG Partners LLC 0.01% No change 164 $34K
Team Financial Group, LLC 0.02% No change 156 $33K
Blume Capital Management, Inc. 0.01% Add +3.4% 153 $32K
Transce3nd, LLC 0.27% Reduce -96.2% 156 $30K
Delta Asset Management LLC 0.00% No change 143 $30K
Balentine LLC 0.00% New 141 $29K
Westfuller Advisors, LLC 0.01% New 138 $29K
Retirement Wealth Solutions LLC 0.02% Reduce -49.2% 127 $27K
Hamilton Point Investment Advisors, LLC 0.00% No change 124 $26K
Marquette Asset Management, LLC 0.00% No change 124 $26K
BOK Financial Private Wealth, Inc. 0.00% No change 123 $26K
United Financial Planning Group LLC 0.02% — 97 $25K
Caldwell Sutter Capital, Inc. 0.01% Reduce -17.5% 118 $25K
LGT Financial Advisors LLC 0.05% Reduce -0.8% 117 $24K
Longview Financial Advisors LLC 0.01% New 116 $24K
Country Trust Bank 0.00% No change 114 $24K
Clearstead Trust, LLC 0.00% Add +330.8% 112 $23K
Fairman Group, LLC 0.02% No change 110 $23K
Red Lighthouse Investment Management, LLC 0.01% No change 110 $23K
Signature Resources Capital Management, LLC 0.01% No change 107 $22K
New England Capital Financial Advisors LLC 0.01% Reduce -0.9% 106 $22K
EMC Capital Management 0.01% No change 100 $21K
Broadwater Capital Management LLC 0.02% Reduce -99.5% 100 $21K
MilWealth Group LLC 0.01% No change 100 $21K
Westside Investment Management, Inc. 0.00% No change 97 $20K
Tompkins Financial Corp. 0.00% No change 97 $20K
Private Wealth Management Group, LLC 0.01% No change 91 $19K
Albion Financial Group 0.00% No change 91 $19K
Valley Wealth Managers, Inc. 0.00% No change 87 $18K
Valley National Advisers Inc. 0.00% Reduce -81.9% 89 $18K
Morris Financial Concepts, Inc. 0.01% No change 86 $18K
Bellevue Asset Management, LLC 0.01% No change 84 $18K
Pineridge Advisors LLC 0.00% No change 83 $17K
Legacy Wealth Managment, LLC 0.01% Reduce -2.4% 81 $17K
Noble Wealth Management PBC 0.01% — 80 $17K
Zions Bancorporation, National Association 0.00% No change 78 $16K
Main Street Group, LTD 0.01% No change 74 $15K
Barnes Dennig Private Wealth Management LLC 0.02% Add +30.4% 73 $15K
St Germain D J Co. Inc. 0.00% Add +3400.0% 70 $15K
Dynamic Wealth Strategies, LLC 0.01% No change 63 $13K
CNB Bank 0.01% No change 63 $13K
Anfield Capital Management, LLC 0.00% No change 63 $13K
Roble, Belko & Company, Inc 0.00% No change 64 $13K
Family Legacy Financial Solutions, LLC 0.01% New 61 $13K
Mycio Wealth Partners, LLC 0.00% Add +1.8% 58 $12K
Dunhill Financial, LLC 0.00% Reduce -97.2% 55 $11K
Tucker Asset Management LLC 0.00% No change 54 $11K
Flagship Wealth Advisors, LLC 0.00% New 53 $11K
Gleason Group, Inc. 0.00% No change 52 $11K
MCF Advisors LLC 0.00% No change 50 $10K
Davis Capital Management 0.01% — 50 $10K
NFSG Corp 0.00% No change 50 $10K
Frazier Financial Advisors, LLC 0.01% No change 50 $10K
Future Financial Wealth Managment LLC 0.01% No change 49 $10K
Navigoe, LLC 0.01% No change 49 $10K
Valued Wealth Advisors LLC 0.00% No change 48 $10K
Bernard Wealth Management Corp. 0.00% No change 47 $10K
Marshall & Sterling Wealth Advisors Inc. 0.01% Reduce -50.0% 47 $10K
Armor Investment Advisors, LLC 0.00% No change 46 $10K
Aventura Private Wealth, LLC 0.00% No change 45 $9K
Evolution Wealth Management Inc. 0.01% No change 41 $9K
Hanson & Doremus Investment Management 0.00% Add +280.0% 38 $8K
Guerra Advisors Inc 0.00% New 38 $8K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 37 $8K
Steph & Co. 0.00% No change 37 $8K
First Community Trust NA 0.01% New 37 $8K
First Financial Corp. 0.00% No change 35 $7K
DecisionPoint Financial, LLC 0.00% No change 34 $7K
Lowe Brockenbrough & Co. Inc. 0.00% No change 34 $7K
Clear Investment Research, LLC 0.01% New 32 $7K
Richards, Merrill & Peterson, Inc. 0.00% No change 32 $7K
Webster Bank, N. A. 0.00% New 30 $6K
FSA Wealth Management LLC 0.00% Reduce -25.0% 30 $6K
Financial Consulate, Inc. 0.00% New 28 $6K
Hughes Financial Services, LLC 0.00% Reduce -15.2% 28 $6K
ROSS\JOHNSON & Associates LLC 0.11% No change 28 $6K
Game Plan Financial Advisors, LLC 0.00% No change 26 $5K
Provenance Wealth Advisors, LLC 0.00% No change 25 $5K
Koesten, Hirschmann & Crabtree, INC. 0.00% Add +4.2% 25 $5K
Horizon Investments, LLC 0.00% New 22 $5K
Crews Bank & Trust 0.00% Reduce -47.5% 21 $4K
Winch Advisory Services, LLC 0.00% No change 20 $4K
HFM Investment Advisors, LLC 0.00% Reduce -4.8% 20 $4K
Costello Asset Management, INC 0.00% No change 20 $4K
Prestige Wealth Management Group LLC 0.00% No change 19 $4K
HM Payson & Co. 0.00% New 19 $4K
Activest Wealth Management 0.00% Add +0.0% 19 $4K
Security National Bank 0.00% New 19 $4K
FWL Investment Management, LLC 0.00% No change 17 $4K
Morton Brown Family Wealth, LLC 0.00% New 16 $3K
Running Point Capital Advisors, LLC 0.00% No change 16 $3K
Coston, McIsaac & Partners 0.00% No change 15 $3K
North Ridge Wealth Advisors, Inc. 0.00% No change 14 $3K
Oakworth Capital, Inc. 0.00% Reduce -88.3% 14 $3K
Global Trust Asset Management, LLC 0.00% No change 13 $3K
American Wealth Advisors, LLC 0.00% — 13 $3K
Central Pacific Bank - Trust Division 0.00% No change 13 $3K
Register Financial Advisors LLC 0.00% No change 12 $3K
EPG Wealth Management LLC 0.00% No change 12 $3K
Ashton Thomas Securities, LLC 0.00% No change 12 $3K
Princeton Global Asset Management LLC 0.00% New 12 $3K
Cornerstone Planning Group LLC 0.00% Reduce -96.8% 7 $2K
Darwin Wealth Management, LLC 0.00% No change 9 $2K
Nemes Rush Group LLC 0.00% No change 9 $2K
Tower Research Capital LLC (TRC) 0.00% Reduce -99.9% 9 $2K
MPWM Advisory Solutions, LLC 0.00% No change 7 $1K
Prudent Man Investment Management, Inc. 0.00% No change 7 $1K
Hopwood Financial Services, Inc. 0.00% No change 5 $1K
Gables Capital Management Inc. 0.00% No change 5 $1K
Global Wealth Strategies & Associates 0.00% Reduce -90.9% 5 $1K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Reduce -99.9% 4 $834
Spurstone Advisory Services, LLC 0.01% No change 3 $626
Concord Wealth Partners 0.00% No change 1 $215
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 1 $210
Tradewinds Capital Management, LLC 0.00% No change 1 $209

"% 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.