Vngrd Mrngst SL-CP Val ETF-UVBRETF

13F holders, Q4 2025 (December 31)
1,661holders +85
69new positions
75sold out
2famous investors
$210.10avg. 13F price*

At the end of Q4 2025, 1,661 institutions reported holding Vngrd Mrngst SL-CP Val ETF-U (VBR) in their 13F filings, up 85 from Q3 2025. 69 opened new positions and 75 sold out. The largest holders were Bank of America Corp. ($3.4B), Assetmark, Inc. ($927.5M) and Morgan Stanley ($799.0M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
Vngrd Mrngst SL-CP Val ETF-U
Filed as
VANGUARD INDEX FDS (Q4 2025)
CUSIP
922908611
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions69$70.3M
Exits75$225.5M

All 13F filers, Q3 2025 → Q4 2025: 3,581,517 shares bought and 3,317,563 shares sold, net +263,954 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,661 holders

Bank of America Corp. 0.25% Add +3.6% 15,999,348 $3.4B
Assetmark, Inc. 1.89% Add +2.7% 4,379,433 $927.5M
Morgan Stanley 0.05% Reduce -1.5% 3,772,834 $799.0M
Betterment LLC 1.22% Reduce -2.6% 3,019,666 $639.5M
Wells Fargo & Company 0.07% Reduce -3.7% 1,710,386 $362.2M
Aspiriant, LLC 9.86% Add +6.1% 1,620,708 $343.2M
Sei Investments Co. 0.31% Add +2.8% 1,492,797 $316.2M
LPL Financial LLC 0.08% Add +0.6% 1,438,715 $304.7M
UBS Group AG 0.06% Reduce -4.0% 1,391,151 $294.6M
Envestnet Asset Management Inc. 0.08% Reduce -18.8% 1,347,287 $285.3M
Captrust Financial Advisors 0.50% Add +0.9% 1,236,013 $261.8M
Cetera Investment Advisers 0.26% Add +5.8% 1,133,246 $240.0M
Raymond James Financial Inc. 0.07% Add +10.8% 1,054,552 $223.3M
Focus Partners Wealth 0.21% Add +53.8% 849,534 $179.9M
Jones Financial Companies LLLP 0.11% Reduce -6.7% 845,509 $179.1M
PNC Financial Services Group, Inc. 0.10% Add +0.2% 825,195 $174.8M
Allworth Financial LP 0.72% Add +1.7% 822,944 $174.3M
HighTower Advisors, LLC 0.19% Reduce -0.4% 811,935 $172.0M
Choreo, LLC 2.18% Add +1.8% 800,045 $171.2M
JPMorgan Chase & Co. 0.01% Add +2.9% 748,345 $158.5M
Tiaa Trust, National Association 0.38% Reduce -13.3% 741,951 $157.1M
Ameriprise Financial Inc. 0.03% Reduce -1.8% 713,304 $151.1M
Mather Group, Llc. 1.39% Reduce -0.4% 634,982 $134.5M
Osaic Holdings, Inc. 0.19% Reduce -31.2% 609,009 $129.2M
Commonwealth Equity Services, LLC 0.17% Reduce -0.6% 585,914 $124.1M
Efficient Advisors, LLC 7.02% Reduce -7.7% 567,985 $120.3M
Rwa Wealth Partners, LLC 1.15% Add +2.7% 496,724 $105.2M
Royal Bank of Canada 0.02% Add +0.5% 486,145 $103.0M
Mill Creek Capital Advisors, LLC 2.09% Add +0.1% 483,233 $102.3M
Rockefeller Capital Management L.P. 0.18% Add +5.1% 474,832 $100.6M
Wealth Enhancement Advisory Services, LLC 0.14% Reduce -1.3% 455,082 $100.1M
Mariner, LLC 0.12% Add +2.4% 471,283 $99.8M
Moneta Group Investment Advisors LLC 0.75% Add +4.3% 468,700 $99.3M
Retirement Investment Advisors, Inc. 6.72% Add +2.0% 393,715 $83.4M
JMG Financial Group, Ltd. 2.31% Reduce -1.7% 388,085 $82.2M
Retirement Systems of Alabama 0.26% No change 382,480 $81.0M
Stephens Group Asset Management, LLC 5.39% Add +0.7% 381,201 $80.7M
Northwestern Mutual Wealth Management Co. 0.05% Reduce -0.2% 366,780 $77.7M
Stifel Financial Corp. 0.07% Add +5.4% 357,653 $75.8M
Corient Private Wealth LP 0.10% Add +8.9% 351,343 $74.4M
Bank of Montreal 0.03% Add +0.0% 349,503 $74.0M
Modera Wealth Management, LLC 0.85% Reduce -3.1% 347,369 $73.6M
Mokosak Advisory Group, LLC 17.19% Add +4.4% 323,418 $68.5M
Rodgers & Associates, LTD 6.84% Add +1.5% 319,068 $67.6M
Goldman Sachs Group Inc. 0.01% Add +0.1% 316,670 $67.1M
Creative Planning 0.05% Add +1.6% 312,049 $66.1M
United Capital Financial Advisors, LLC 0.39% Reduce -11.8% 308,452 $65.3M
Cresset Asset Management, LLC 0.28% Add +3.6% 308,069 $65.2M
1832 Asset Management L.P. 0.08% Reduce -0.3% 301,566 $63.9M
Bragg Financial Advisors, Inc 2.04% Add +0.4% 295,284 $62.5M
Mason Investment Advisory Services, Inc. 2.87% Add +1.3% 285,194 $60.4M
Financial Advisory Corp 8.77% Add +0.7% 284,736 $60.3M
Savant Capital, LLC 0.34% Reduce -6.1% 281,708 $59.7M
Stephens Inc. 0.71% Reduce -0.2% 267,844 $56.7M
Cerity Partners LLC 0.08% Add +4.1% 266,186 $56.4M
Exencial Wealth Advisors, LLC 1.77% Reduce -1.6% 263,467 $55.8M
Wit, LLC 1.06% No change 250,167 $53.0M
Bailard, Inc. 1.17% Add +0.6% 249,231 $52.8M
Charles Schwab Investment Management Inc. 0.01% Reduce -3.5% 246,488 $52.2M
Thompson Siegel & Walmsley LLC 0.86% Add +0.3% 239,847 $50.8M
Truist Financial Corp. 0.06% Add +6.1% 227,217 $48.1M
Zhang Financial LLC 1.79% Reduce -4.0% 226,870 $48.0M
Abacus Planning Group, Inc. 6.08% Add +1.3% 215,550 $45.7M
MML Investors Services, LLC 0.10% Reduce -1.3% 202,263 $42.8M
Wealthspire Advisors, LLC 0.33% Reduce -44.9% 197,999 $41.9M
Summit Financial, LLC 0.61% Add +1.1% 196,321 $41.6M
Equitable Holdings, Inc. 0.28% Reduce -8.1% 193,127 $40.9M
Opal Wealth Advisors, LLC 10.65% Add +2.6% 192,768 $40.8M
Foster Group, Inc. 1.19% Reduce -6.3% 186,403 $39.5M
Comprehensive Financial Management LLC 1.18% No change 184,376 $39.0M
Strategies Wealth Advisors, LLC 3.82% Add +4.4% 180,173 $38.2M
Kestra Advisory Services, LLC 0.16% Add +24.4% 177,635 $37.6M
Cwm, LLC 0.10% Add +227.4% 173,948 $36.8M
Sanctuary Advisors, LLC 0.19% Add +9.6% 168,373 $35.7M
Cambridge Investment Research Advisors, Inc. 0.09% Reduce -1.4% 165,723 $35.1M
Mercer Global Advisors Inc. 0.05% Reduce -4.8% 162,435 $34.4M
Waldron Private Wealth LLC 1.36% Reduce -2.3% 162,374 $34.4M
Shufro Rose & Co. LLC 2.31% Add +271.2% 160,599 $34.0M
Natixis Advisors, LLC 0.05% Add +41.4% 160,053 $33.9M
Beacon Pointe Advisors, LLC 0.24% Add +58.7% 157,913 $33.4M
US Bancorp \de 0.04% Add +2.6% 155,486 $32.9M
Asset Management Group, Inc. 5.14% Add +0.8% 149,918 $31.8M
NewEdge Advisors, LLC 0.11% Add +2.3% 147,636 $31.3M
Pathstone Holdings, LLC 0.12% Reduce -3.6% 147,425 $31.2M
Waller Financial Planning Group, Inc. 6.92% Add +3765.9% 147,254 $31.2M
Private Advisor Group, LLC 0.15% Add +0.6% 146,032 $30.9M
Verus Financial Partners, Inc. 2.85% Reduce -4.7% 137,820 $30.9M
FMR LLC 0.00% Add +8.0% 143,985 $30.5M
Baird Financial Group, Inc. 0.05% Add +4.7% 143,982 $30.5M
Marotta Asset Management 5.64% Add +4.6% 143,896 $30.5M
Merit Financial Group, LLC 0.24% Reduce -10.5% 143,889 $30.5M
Grove Street Fiduciary, LLC 12.53% New 141,499 $30.0M
Aaron Wealth Advisors LLC 1.63% Add +1.1% 138,251 $29.3M
Plante Moran Financial Advisors, LLC 1.83% Add +15.5% 136,768 $29.0M
Northwest Quadrant Wealth Management, LLC 5.94% Add +1.7% 135,704 $28.7M
Comerica Bank 0.11% Reduce -1.1% 133,866 $28.4M
McAdam, LLC 1.30% Add +2.6% 133,850 $28.3M
Focus Partners Advisor Solutions, LLC 0.35% Add +2.4% 133,619 $28.3M
Wealth Architects, LLC 2.54% Reduce -0.8% 132,936 $28.2M
25 LLC 8.92% Reduce -31.0% 132,709 $28.1M
BHK Investment Advisors, LLC 9.15% Add +12.9% 131,510 $27.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.50% Reduce -1.0% 130,954 $27.7M
World Investment Advisors 0.44% Reduce -4.9% 125,279 $26.5M
Inspirion Wealth Advisors, LLC 3.24% Reduce -44.4% 124,858 $26.4M
Brickley Wealth Management 4.45% Add +0.2% 124,542 $26.4M
Grey Fox Wealth Advisors, LLC 5.32% Add +2.3% 122,772 $26.0M
Pasadena Private Wealth, LLC 3.45% Add +0.5% 118,751 $25.2M
Shakespeare Wealth Management, LLC 5.31% Add +1.6% 113,371 $24.0M
Atria Investments, Inc 0.27% Add +5.4% 111,820 $23.7M
Fiducient Advisors LLC 2.79% Add +0.6% 106,353 $22.5M
Silver Coast Investments LLC 7.64% Reduce -8.6% 104,680 $22.2M
Whitaker-Myers Wealth Managers, LTD. 4.57% Add +2.6% 103,424 $21.9M
Partners in Financial Planning 3.64% Add +1.4% 101,609 $21.5M
PDS Planning, Inc 1.40% Reduce -0.1% 98,861 $20.9M
Coastline Trust Co 1.93% Reduce -0.2% 96,980 $20.5M
Johnson Investment Counsel Inc. 0.17% Add +10.6% 95,786 $20.3M
Avion Wealth 4.25% Add +1.7% 95,662 $20.3M
Avior Wealth Management, LLC 0.62% Reduce -0.1% 93,577 $19.8M
&partners 0.10% Add +11.3% 92,191 $19.5M
Strategic Investment Advisors / MI 1.62% Add +256.2% 88,207 $18.7M
Performa Ltd (US), LLC 4.71% Add +13.1% 87,613 $18.6M
Discipline Wealth Solutions, LLC 3.43% Add +303.5% 87,397 $18.5M
E&R Wealth Management, LLC 19.27% — 87,204 $18.5M
Marmo Financial Group, LLC 8.54% Add +1.1% 85,159 $18.0M
Gallagher Fiduciary Advisors, LLC 0.58% Reduce -1.5% 84,951 $18.0M
Fifth Third Bancorp 0.06% Reduce -0.8% 84,411 $17.9M
Glenmede Trust Co. NA 0.08% — 82,878 $17.6M
Studio Investment Management LLC 3.11% Reduce -5.9% 80,476 $17.0M
Brooklyn FI, LLC 3.61% Reduce -2.9% 79,749 $16.9M
Willis Investment Counsel 0.86% Add +44.7% 78,792 $16.7M
Hillman Co. 5.76% No change 78,406 $16.6M
Robinswood Financial LLC 5.27% Add +3.5% 77,800 $16.5M
MAI Capital Management 0.09% Add +23.1% 77,508 $16.4M
Capital Wealth Management, LLC 5.28% Add +3.9% 77,159 $16.3M
Presilium Private Wealth, LLC 2.97% Add +4.3% 76,868 $16.3M
Family CFO Inc 7.25% Reduce -0.3% 76,536 $16.2M
D.A. Davidson & Co. 0.10% Add +1.5% 75,445 $16.0M
LMG Wealth Partners, LLC 2.98% Reduce -0.3% 75,342 $16.0M
Benjamin Edwards Inc. 0.18% Add +3.6% 75,189 $15.9M
Steward Partners Investment Advisory, LLC 0.09% Add +1.4% 75,015 $15.9M
Sequoia Financial Advisors, LLC 0.09% Reduce -7.8% 74,677 $15.8M
Quest Investment Management LLC 1.70% No change 74,298 $15.7M
Meridian Wealth Management, LLC 0.55% Add +4.4% 73,777 $15.6M
Cullen/Frost Bankers, Inc. 0.17% Add +68.2% 73,363 $15.5M
Black Diamond Financial, LLC 1.61% Add +5.0% 72,320 $15.3M
Traveka Wealth, LLC 6.22% Add +1.0% 72,196 $15.3M
Advisory Services Network, LLC 0.21% Add +12.0% 71,733 $15.2M
Arvest Investments, Inc. 2.12% Add +1.1% 71,359 $15.1M
UMB Bank, n.a. 0.20% Add +300.6% 70,760 $15.0M
Peapack Gladstone Financial Corp. 0.18% Add +3.9% 69,276 $14.7M
Tradition Wealth Management, LLC 1.03% Reduce -1.8% 67,795 $14.4M
Phillips Financial Management, LLC 0.93% Reduce -0.4% 67,784 $14.4M
Texas Yale Capital Corp. 0.43% Reduce -0.3% 67,650 $14.3M
BancFirst Trust & Investment Management 5.83% No change 65,865 $14.1M
Jacobsen Capital Management 4.58% Reduce -2.8% 66,185 $14.0M
Bartlett & Co. Wealth Management LLC 0.18% Reduce -3.8% 65,659 $13.9M
Vestmark Advisory Solutions, Inc. 0.19% Add +29.6% 65,635 $13.9M
HB Wealth Management, LLC 0.09% Add +4.4% 64,301 $13.6M
Ancora Advisors LLC 0.28% Add +0.0% 63,552 $13.5M
AQR Capital Management 0.01% Add +47.3% 63,473 $13.4M
Victory Financial Group, LLC 1.67% Reduce -4.6% 62,582 $13.3M
Payne Capital Management, LLC 4.18% Add +3.6% 62,571 $13.3M
Bank of New York Mellon Corp 0.00% Reduce -6.2% 62,314 $13.2M
Baltimore-Washington Financial Advisors, Inc. 0.55% Add +2.7% 61,958 $13.1M
Checchi Capital Advisers, LLC 0.89% Reduce -11.2% 61,834 $13.1M
Apella Capital, LLC 0.25% Reduce -6.7% 60,684 $12.9M
Weinberger Asset Management, Inc 4.59% Reduce -1.4% 60,160 $12.7M
Financial Synergies Wealth Advisors, Inc. 1.23% Add +0.8% 60,086 $12.7M
Jmac Enterprises LLC 2.43% Add +2.5% 60,083 $12.7M
Flywheel Private Wealth LLC 7.88% Add +4.1% 59,615 $12.6M
Pure Financial Advisors, LLC 0.19% Add +4.9% 58,915 $12.5M
Eagle Strategies LLC 1.59% Add +3.1% 58,630 $12.4M
Cherry Tree Wealth Management, LLC 2.62% Add +0.3% 58,605 $12.4M
Blair William & Co. 0.03% Add +12.0% 58,483 $12.4M
Garde Capital, Inc. 0.72% Reduce -0.5% 57,493 $12.2M
Center for Financial Planning, Inc. 1.26% Reduce -1.3% 57,300 $12.1M
Praetorian Wealth Management, Inc. 2.40% Add +0.8% 57,105 $12.1M
Compound Planning, Inc. 0.36% Reduce -3.4% 57,018 $12.1M
Shepherd Financial Partners LLC 1.10% Reduce -4.1% 56,128 $11.9M
Veery Capital, LLC 3.55% Add +1.3% 54,583 $11.6M
Wharton Business Group, LLC 0.44% Reduce -1.2% 54,088 $11.5M
Capital Advantage, Inc. 1.54% Add +8.8% 54,068 $11.5M
Sepio Capital, LP 0.62% Add +0.9% 53,832 $11.4M
Pinnacle Financial Partners, Inc. 0.09% — 53,487 $11.3M
Fee-Only Financial Planning, L.C. 6.51% Reduce -0.3% 52,710 $11.2M
Steele Capital Management, Inc. 0.48% Add +2.4% 52,268 $11.1M
Forbes Financial Planning, Inc. 6.47% Add +15.3% 52,246 $11.1M
Janney Montgomery Scott LLC 0.03% Reduce -3.5% 51,747 $11.0M
Lansing Street Advisors 2.81% Reduce -0.2% 51,620 $10.9M
Fourpath Capital Management, LLC 1.49% Reduce -11.8% 51,444 $10.9M
Firestone Capital Management 2.30% Reduce -0.8% 51,083 $10.8M
Concurrent Investment Advisors, LLC 0.12% Add +2.6% 51,014 $10.8M
Joel Isaacson & Co., LLC 0.35% Add +0.8% 50,737 $10.7M
Gladwyn Financial Advisors, Inc. 7.54% Add +1.5% 50,675 $10.7M
Highland Capital Management, LLC 0.53% Reduce -0.4% 50,315 $10.7M
One Degree Advisors Inc 2.91% Add +3.2% 49,986 $10.6M
Bishop & Co Investment Management, LLC 3.51% Reduce -0.1% 49,976 $10.6M
CX Institutional 0.32% Add +2.5% 49,862 $10.6M
M&T Bank Corp 0.03% Reduce -10.0% 49,517 $10.5M
Brandes Investment Partners, LP 0.08% Add +3661.3% 48,934 $10.4M
Family Wealth Partners, LLC 3.69% Reduce -2.1% 48,400 $10.3M
Kestra Private Wealth Services, LLC 0.13% Add +2.1% 48,354 $10.2M
Balance Wealth Partners LLC 3.25% Reduce -52.5% 47,740 $10.1M
LMCG Investments, LLC 0.58% Reduce -4.4% 47,530 $10.1M
Thrivent Financial for Lutherans 0.02% Add +2927.3% 46,802 $10.0M
Kohmann Bosshard Financial Services, LLC 0.91% Add +18.1% 46,926 $9.9M
Sage Financial Group Inc. 0.65% Add +0.8% 46,643 $9.9M
Farmers & Merchants Trust Co of Chambersburg PA 2.75% Add +3.1% 46,437 $9.8M
EP Wealth Advisors, LLC 0.05% — 46,055 $9.8M
Parallel Advisors, LLC 0.18% Reduce -1.3% 45,957 $9.7M
AE Wealth Management LLC 0.06% Add +4.9% 45,950 $9.7M
DAVENPORT & Co LLC 0.05% Add +0.8% 45,866 $9.7M
Cardiff Park Advisors, LLC 0.80% Reduce -1.8% 45,800 $9.7M
Fifth Third Securities, Inc. 0.63% Add +6.0% 45,739 $9.7M
Spectrum Investment Advisors, Inc. 4.78% Add +1.4% 45,039 $9.5M
Mayport, LLC 1.92% Add +7.3% 45,002 $9.5M
Hegarty Advisors, LLC 8.24% — 44,812 $9.5M
San Luis Wealth Advisors LLC 1.58% Add +19.4% 44,546 $9.4M
Global Retirement Partners, LLC 0.17% Add +282.0% 44,528 $9.4M
Quantinno Capital Management LP 0.02% Add +143.8% 44,447 $9.4M
Wrenne Financial Planning LLC 3.79% Add +1.8% 43,943 $9.3M
CIBC Private Wealth Group LLC 0.02% Add +303.0% 43,750 $9.3M
Alliancebernstein L.P. 0.00% Reduce -0.3% 42,941 $9.1M
Clayton Financial Group LLC 4.61% Add +28.9% 42,721 $9.0M
Prosperity Planning, Inc. 3.32% Reduce -1.4% 42,330 $9.0M
Brown Advisory Inc. 0.01% Reduce -1.2% 41,576 $8.8M
Atlas Capital Advisors Inc. 0.97% — 41,257 $8.7M
Symmetry Partners, LLC 0.51% Reduce -40.6% 41,074 $8.7M
Arkadios Wealth Advisors 0.17% Add +62.0% 41,008 $8.7M
Silvia McColl Wealth Management, LLC 5.74% Reduce -0.6% 40,744 $8.6M
First American Trust, FSB 0.59% Add +0.1% 40,477 $8.6M
Total Clarity Wealth Management, Inc. 2.07% Add +10.0% 40,430 $8.6M
Cornerstone Wealth Advisors, Inc. 1.99% Add +2.0% 40,347 $8.5M
Ifrah Financial Services, Inc. 2.18% Reduce -1.1% 40,153 $8.5M
Noble Family Wealth, LLC 1.78% Add +6.5% 39,971 $8.5M
Meramec Financial Planners, LLC 3.29% — 36,325 $8.4M
Fortis Capital Management LLC 1.11% Add +1.0% 39,365 $8.3M
Plum Street Advisors, LLC 2.96% Reduce -1.2% 39,278 $8.3M
Old National Bancorp 0.14% Add +9.5% 39,067 $8.3M
Leeward Financial Partners, LLC 2.31% Reduce -1.3% 38,765 $8.2M
Everhart Financial Group, Inc. 0.75% Add +5.1% 38,208 $8.1M
Courier Capital LLC 0.45% Add +0.7% 38,174 $8.1M
OpenArc Corporate Advisory, LLC 0.13% — 38,107 $8.1M
RTD Financial Advisors, Inc. 0.98% Reduce -2.5% 38,073 $8.1M
SWAN Capital LLC 3.13% Reduce -4.9% 38,020 $8.1M
Arax Advisory Partners 0.23% New 37,828 $8.0M
Nicholas Hoffman & Company, LLC. 0.19% Add +0.2% 37,773 $8.0M
Oath Planning, LLC 7.88% — 37,690 $8.0M
Towerpoint Wealth, LLC 3.16% Add +2.1% 37,630 $8.0M
Quent Capital, LLC 0.57% Add +0.4% 37,595 $8.0M
Whittier Trust Co. 0.09% Reduce -0.1% 36,143 $8.0M
Diversified Management Inc. 1.85% — 37,476 $7.9M
Bradley Foster & Sargent Inc. 0.12% Reduce -3.6% 37,117 $7.9M
Aurelius Family Office LLC 3.38% Add +5.3% 36,179 $7.9M
Fairway Financial, LLC 5.93% Add +3.4% 37,063 $7.8M
Farther Finance Advisors, LLC 0.08% Add +2.4% 36,932 $7.8M
Relyea Zuckerberg Hanson LLC 0.79% Reduce -5.1% 36,767 $7.8M
Collective Family Office LLC 1.79% Reduce -4.7% 36,745 $7.8M
Elgethun Capital Management 1.34% Add +7.6% 36,597 $7.8M
Ameritas Advisory Services, LLC 0.29% Add +141.5% 36,275 $7.7M
Spinnaker Trust 0.41% Reduce -1.3% 36,149 $7.7M
White Lighthouse Investment Management Inc. 1.06% Add +3.0% 35,980 $7.6M
Elevation Point Wealth Partners, LLC 0.36% Add +46.9% 35,718 $7.6M
Arbor Wealth Advisors LLC 5.39% Add +0.2% 35,710 $7.6M
Tacita Capital Inc 4.34% Reduce -0.3% 35,337 $7.5M
Mosaic Family Wealth Partners, LLC 0.82% Add +0.6% 35,204 $7.5M
Cornerstone Wealth Management, LLC 0.39% Reduce -5.7% 35,194 $7.5M
Granby Capital Management, LLC 3.95% No change 35,000 $7.4M
Ackerman Capital Advisors, LLC 1.49% Add +0.2% 34,982 $7.4M
Clear Retirement Advice LLC 5.76% — 32,436 $7.4M
Nabity-Jensen Investment Management Inc 5.00% Add +0.5% 34,833 $7.4M
Peak Retirement Planning, Inc. 1.72% Add +9.1% 34,743 $7.4M
Atmos Advisory, LLC 4.20% Add +5.5% 34,233 $7.3M
Inlight Wealth Management, LLC 2.65% Add +115.8% 34,194 $7.2M
Facet Wealth, Inc. 0.13% Reduce -24.5% 32,341 $7.2M
Ashton Thomas Private Wealth, LLC 0.17% Add +1.6% 33,827 $7.2M
Cannon Financial Strategists, Inc. 0.99% Reduce -1.9% 33,780 $7.2M
Vanguard Group Inc. 0.00% Add +3.0% 33,770 $7.2M
Sterling Wealth Management, Inc. 2.02% Reduce -8.8% 33,443 $7.1M
Prudential Financial Inc. 0.01% No change 32,961 $7.1M
SOA Wealth Advisors, LLC. 1.16% Add +0.1% 355,427 $7.0M
GeoWealth Management, LLC 0.26% Reduce -2.1% 33,144 $7.0M
Whitegate Investment Counselors, Inc. 2.17% Reduce -0.1% 32,743 $6.9M
Advisory Alpha, LLC 0.19% Add +1.6% 32,717 $6.9M
Redwood Investment Management, LLC 0.78% Add +14.1% 32,715 $6.9M
Chicago Partners Investment Group LLC 0.17% Reduce -1.2% 30,847 $6.9M
Pinnacle Financial Group, LLC / IL 2.00% Add +2.6% 32,574 $6.9M
Compass Ion Advisors, LLC 0.65% Add +1.4% 32,437 $6.9M
Ieq Capital, LLC 0.02% Reduce -29.6% 32,435 $6.9M
RFG Advisory, LLC 0.13% Add +23.0% 31,909 $6.8M
Serenity Investment Advisors 3.89% — 30,187 $6.7M
Van Cleef Asset Management,Inc 0.67% Reduce -0.3% 31,248 $6.6M
SkyOak Wealth, LLC 1.19% Add +1.0% 31,207 $6.6M
Elevatus Welath Management 1.80% New 31,168 $6.6M
NBT Bank, N.A. 0.43% Add +0.4% 831 $6.6M
Wealthfront Advisers LLC 0.01% Reduce -2.1% 30,976 $6.6M
Associated Banc-Corp 0.17% Add +21.1% 30,931 $6.6M
American Investment Services, Inc. 1.51% Reduce -4.4% 30,642 $6.5M
Strategic Wealth Advisors LLC 5.54% — 30,576 $6.5M
Thrive Capital Management, LLC 1.44% Add +20.1% 30,456 $6.5M
Smartleaf Asset Management LLC 0.24% Add +896.8% 30,113 $6.4M
Trust Point Inc. 0.51% Add +28.0% 30,358 $6.4M
Agf Management Ltd. 0.03% Reduce -0.4% 30,200 $6.4M
First Manhattan Co. Llc. 0.02% Reduce -1.6% 30,104 $6.4M
Cornerstone Management, Inc. 1.03% Reduce -0.1% 29,867 $6.3M
E-Wealth Partners, LLC 5.31% — 29,851 $6.3M
BIP Wealth, LLC 0.22% Add +5.8% 29,820 $6.3M
Mainsail Asset Management, LLC 2.70% Add +6.3% 29,719 $6.3M
Brandywine Oak Private Wealth LLC 0.53% Add +8.4% 29,585 $6.3M
General Partner, Inc. 3.54% Add +0.3% 29,451 $6.2M
Quadcap Wealth Management, LLC 0.71% Reduce -0.5% 29,181 $6.2M
Signature Estate & Investment Advisors LLC 0.12% Add +8.1% 29,147 $6.2M
Regions Financial Corp. 0.04% Add +12.0% 29,026 $6.1M
Ausdal Financial Partners, Inc. 0.28% Add +4.3% 28,978 $6.1M
Mainsail Financial Group, LLC 2.55% Add +3.2% 28,931 $6.1M
Nwam LLC 0.34% Reduce -2.4% 27,979 $6.1M
Columbus Macro, LLC 0.67% Add +0.3% 28,800 $6.1M
MassMutual Private Wealth & Trust, FSB 0.16% Reduce -5.8% 28,557 $6.0M
Creekside Partners 2.55% Add +0.7% 28,518 $6.0M
Kavar Capital Partners Group, LLC 0.83% Reduce -0.3% 28,456 $6.0M
ARS Wealth Advisors Group, LLC 0.54% Reduce -37.5% 28,231 $6.0M
Quattro Financial Advisors LLC 1.78% Add +1.1% 28,125 $6.0M
Brookstone Capital Management 0.07% Reduce -3.0% 28,123 $6.0M
Towne Trust Company, N.A 1.86% Add +16.6% 28,107 $6.0M
Monograph Wealth Advisors, LLC 0.58% Reduce -1.7% 28,016 $5.9M
Northern Trust Corp. 0.00% Reduce -0.6% 27,533 $5.8M
Elite Financial, Inc. 2.64% Reduce -1.1% 27,395 $5.8M
Alpha Omega Wealth Management LLC 0.95% Add +1.8% 27,166 $5.8M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 5.38% — 27,094 $5.7M
Tme Financial, Inc. 4.01% Reduce -9.2% 26,956 $5.7M
LifePlan Investment Advisors, Inc. 2.32% Add +1.6% 26,918 $5.7M
Cornerstone Advisory, LLC 0.54% Reduce -0.6% 26,762 $5.7M
Vickerman Investment Advisors, Inc. 1.12% Add +7.5% 26,457 $5.6M
Chemistry Wealth Management LLC 1.04% Reduce -0.5% 26,357 $5.6M
PFG Advisors 0.27% Reduce -6.8% 26,265 $5.6M
Cary Street Partners Financial LLC 0.14% Add +3.5% 26,262 $5.6M
Prime Capital Investment Advisors, LLC 0.07% Reduce -1.8% 26,078 $5.5M
Seven Mile Advisory 0.96% Add +0.9% 25,997 $5.5M
OneDigital Investment Advisors LLC 0.05% Reduce -3.9% 25,919 $5.5M
Midwest Trust Co 0.07% Add +5.3% 25,788 $5.5M
Sigma Planning Corp 0.15% Add +0.0% 25,558 $5.4M
Barry Investment Advisors, LLC 1.19% Add +1.1% 25,326 $5.4M
New Age Alpha Advisors, LLC 0.23% Add +74.5% 25,285 $5.4M
Sharper & Granite LLC 1.87% Reduce -0.4% 25,086 $5.3M
Commerce Bank 0.03% Add +5.8% 24,919 $5.3M
Integrity Alliance, Llc. 0.19% Add +37.4% 24,829 $5.3M
Cambridge Financial Group, LLC 1.82% Add +13.0% 25,342 $5.2M
Regal Investment Advisors LLC 0.31% Add +13.3% 24,671 $5.2M
Lam Group, Inc. 2.97% No change 24,520 $5.2M
Lutz Financial Services LLC 0.35% Add +0.0% 24,507 $5.2M
Apollon Wealth Management, LLC 0.09% Reduce -2.5% 24,475 $5.2M
Obsido Oy 3.17% Add +4.5% 24,393 $5.2M
Ervin Investment Management, LLC 2.89% Add +1.5% 24,379 $5.2M
Bay Rivers Group 2.08% Add +3.9% 24,331 $5.2M
E&G Advisors, LLC 1.15% Add +0.8% 24,237 $5.1M
Zeit Capital LLC 3.46% Reduce -0.1% 24,187 $5.1M
Stone Summit Wealth LLC 1.34% Reduce -1.8% 23,318 $4.9M
Institute for Wealth Management, LLC. 0.52% Add +12.1% 23,298 $4.9M
Tenret Co LLC 2.49% Add +1.9% 23,250 $4.9M
Lido Advisors, LLC 0.02% Add +0.1% 23,242 $4.9M
Avidian Wealth Enterprises, LLC 0.18% Add +2.5% 23,085 $4.9M
Bangor Savings Bank 0.39% Reduce -1.8% 23,037 $4.9M
Truepoint, Inc. 0.11% Reduce -0.8% 22,974 $4.9M
Employees' Retirement Fund of the City of Fort Worth 2.17% No change 22,900 $4.8M
Rf&l Wealth Management, LLC 2.71% Add +0.6% 22,823 $4.8M
Perigon Wealth Management, LLC 0.09% Reduce -0.7% 22,812 $4.8M
TFB Advisors LLC 1.34% Reduce -0.1% 22,686 $4.8M
Stokes Family Office, LLC 0.44% Reduce -1.3% 22,630 $4.8M
CSM Advisors, LLC 0.13% Add +15.6% 22,531 $4.8M
Valeo Financial Advisors, LLC 0.10% Reduce -4.4% 29,299 $4.7M
Culbertson A N & Co. Inc. 0.65% Add +6.1% 22,229 $4.7M
First Horizon Corp. 0.21% Add +0.0% 22,208 $4.7M
CGN Advisors LLC 0.37% Add +3.3% 21,786 $4.6M
Seek First Inc. 3.17% Add +1.6% 21,713 $4.6M
Glass Jacobson Investment Advisors llc 1.65% Reduce -10.9% 21,611 $4.6M
Mission Creek Capital Partners, Inc. 0.92% Reduce -1.5% 21,520 $4.6M
Waverly Advisors, LLC 0.04% Add +67.9% 21,491 $4.6M
Vise Technologies, Inc. 0.09% Add +228.4% 21,450 $4.5M
Roof Eidam Maycock Peralta, LLC 1.03% Add +1.2% 21,415 $4.5M
Tortoise Investment Management, LLC 0.39% Reduce -0.5% 21,047 $4.5M
Marble Harbor Investment Counsel, LLC 0.47% Add +9.4% 20,944 $4.4M
KPP Advisory Services LLC 0.64% Reduce -36.5% 20,930 $4.4M
TriaGen Wealth Management LLC 1.14% Add +2.4% 20,739 $4.4M
Alhambra Investment Management LLC 2.03% Add +0.0% 20,603 $4.4M
Beaumont Asset Management, L.L.C. 2.18% Reduce -0.6% 20,561 $4.4M
Rockbridge Investment Management, LCC 0.40% Reduce -14.1% 20,374 $4.3M
Summit Wealth & Retirement Planning, Inc. 1.01% Add +1.4% 20,214 $4.3M
Strategic Advisors LLC 0.67% Add +218.3% 20,191 $4.3M
Scotia Capital Inc. 0.02% Add +3.2% 20,176 $4.3M
Ascent Group, LLC 0.15% Reduce -3.1% 20,170 $4.3M
Valpey Financial Services, LLC 2.73% Add +0.2% 20,162 $4.3M
Bluespring Wealth Management, LLC 0.37% Reduce -0.6% 20,124 $4.3M
Hilltop National Bank 1.03% Add +6.9% 20,055 $4.2M
Clearstead Advisors, LLC 0.05% Reduce -2.3% 19,887 $4.2M
Cahill Financial Advisors Inc. 0.46% Add +1.3% 19,886 $4.2M
CreativeOne Wealth, LLC 0.10% Add +1.2% 19,703 $4.2M
LOM Asset Management Ltd 1.20% Add +4.5% 19,636 $4.2M
Falcon Wealth Planning 0.35% Reduce -0.9% 19,479 $4.1M
Krilogy Financial LLC 0.14% Reduce -3.6% 18,372 $4.1M
Cathy Pareto & Associates, Inc. 2.84% Reduce -2.2% 19,325 $4.1M
Tocqueville Asset Management L.P. 0.06% Add +5.5% 19,228 $4.1M
BlueSky Wealth Advisors, LLC 0.53% Add +7.1% 19,149 $4.1M
Wealthcare Advisory Partners LLC 0.08% Reduce -2.3% 19,095 $4.0M
Diversified Portfolios, Inc. 0.34% Reduce -2.0% 19,035 $4.0M
Martel Wealth Advisors LLC 0.69% Reduce -0.5% 18,950 $4.0M
Cantor Fitzgerald, L. P. 0.12% New 18,936 $4.0M
Ally Invest Advisors Inc. 0.27% Add +3.4% 18,679 $4.0M
IHT Wealth Management, LLC 0.10% Reduce -20.6% 18,650 $3.9M
Harbour Investments, Inc. 0.08% Add +1.4% 18,590 $3.9M
Wedmont Private Capital 0.14% Add +0.2% 18,045 $3.9M
Theory Financial LLC 1.31% Reduce -7.0% 17,327 $3.9M
Stevens Capital Partners 1.01% Add +11.0% 18,293 $3.9M
Financial Advisors Network, Inc. 0.53% Add +6.7% 18,288 $3.9M
Fiduciary Financial Group, LLC 0.54% Add +0.8% 18,164 $3.8M
Aspen Wealth Strategies, LLC 2.10% Add +6.4% 18,116 $3.8M
Belpointe Asset Management LLC 0.14% Reduce -24.6% 18,107 $3.8M
Pittenger & Anderson Inc. 0.15% No change 18,055 $3.8M
CENTRAL TRUST Co 0.07% Reduce -8.6% 17,978 $3.8M
James Investment Research, Inc. 0.42% Reduce -2.7% 17,951 $3.8M
Allstreet Capital Advisors LLC 2.74% — 17,876 $3.8M
CWA Asset Management Group, LLC 0.14% Add +0.0% 17,695 $3.7M
Echo45 Advisors LLC 2.13% Add +3.2% 17,639 $3.7M
Rialto Wealth Management, LLC 0.89% Add +6.4% 17,497 $3.7M
Koshinski Asset Management, Inc. 0.24% Reduce -56.8% 17,467 $3.7M
BlackRock, Inc. 0.00% Add +292.0% 17,391 $3.7M
Goepper Burkhardt LLC 1.20% Reduce -19.3% 17,340 $3.7M
CWC Advisors, LLC. 1.76% Reduce -2.3% 17,212 $3.6M
Integrated Wealth Concepts LLC 0.04% Reduce -22.5% 17,188 $3.6M
Integrity Wealth Solutions LLC 1.44% Reduce -1.9% 17,175 $3.6M
Fiduciary Family Office, LLC 1.04% No change 17,160 $3.6M
FAS Wealth Partners, Inc. 0.23% Reduce -1.2% 17,013 $3.6M
Index Fund Advisors, Inc. 0.17% Reduce -2.9% 16,975 $3.6M
Warner Financial, Inc. 1.25% Add +0.1% 16,971 $3.6M
Fluent Financial, LLC 1.36% New 16,803 $3.6M
Cranbrook Wealth Management, LLC 0.70% Reduce -0.3% 16,747 $3.5M
Heartwood Wealth Advisors LLC 0.33% Add +9.5% 16,728 $3.5M
Wolff Financial Management LLC 0.79% Add +0.6% 16,622 $3.5M
NewEdge Wealth, LLC 0.04% Add +2.6% 16,609 $3.5M
JFS Wealth Advisors, LLC 0.20% Add +0.0% 16,603 $3.5M
Werba Rubin Papier Wealth Management 0.95% Reduce -1.3% 16,555 $3.5M
FDx Advisors, Inc. 1.78% Reduce -3.2% 16,507 $3.5M
Diversify Wealth Management, LLC 0.16% Reduce -0.1% 15,714 $3.5M
Councilor Wealth, LLC 1.63% Add +0.4% 16,335 $3.5M
Essex Financial Services, Inc. 0.20% Add +4.7% 16,316 $3.5M
Creative Financial Designs Inc. 0.22% Add +0.4% 16,274 $3.4M
EverSource Wealth Advisors, LLC 0.13% Add +5.8% 16,254 $3.4M
Guardsman Private Capital Management, Inc. 2.74% — 16,211 $3.4M
Geneos Wealth Management Inc. 0.08% Add +5.1% 16,181 $3.4M
rebel Financial LLC 1.44% Add +0.0% 15,962 $3.4M
3Chopt Investment Partners, LLC 0.76% No change 15,961 $3.4M
Forza Wealth Management, LLC 1.22% No change 15,924 $3.4M
Midwestern Financial, LLC 2.78% Add +3.6% 15,858 $3.4M
NerdWallet Wealth Partners, LLC 1.50% Add +0.4% 15,867 $3.4M
Evanson Asset Management, LLC 0.18% Add +2.3% 15,818 $3.4M
Baldwin Wealth Partners LLC 0.21% Add +0.1% 15,774 $3.3M
Pathway Financial Advisors LLC 0.42% No change 15,133 $3.3M
American Financial & Tax Strategies Inc. 1.66% Add +5.5% 15,718 $3.3M
Independent Financial Group, LLC 0.07% Add +56.9% 15,680 $3.3M
Stratos Wealth Advisors, LLC 0.16% Add +6.4% 15,622 $3.3M
WealthShield Partners, LLC 0.36% Reduce -10.0% 15,567 $3.3M
Greenhouse Wealth Management, LLC 1.91% Reduce -4.1% 15,255 $3.2M
AdvisorNet Financial, Inc 0.17% Add +1.6% 15,240 $3.2M
Linscomb Wealth, Inc. 0.13% Add +3.6% 15,161 $3.2M
Avantax Planning Partners, Inc. 0.09% Reduce -14.9% 15,154 $3.2M
Brindle & Bay Financial Advisors, LLC 2.13% — 15,076 $3.2M
Choate Investment Advisors 0.06% Reduce -24.1% 15,074 $3.2M
Sageworth Trust Co 0.14% Reduce -0.5% 15,006 $3.2M
O'shaughnessy Asset Management, LLC 0.02% Reduce -0.2% 14,935 $3.2M
Access Investment Management LLC 0.84% No change 15,000 $3.1M
Envision Financial LLC 1.65% Reduce -4.5% 14,778 $3.1M
Laurel Oak Wealth Management, LLC 0.52% — 14,667 $3.1M
Eclectic Associates Inc. 0.48% Add +5.3% 14,397 $3.0M
MSH Capital Advisors LLC 0.65% Reduce -0.0% 14,283 $3.0M
Greenup Street Wealth Management LLC 0.44% Reduce -7.5% 14,280 $3.0M
Sonata Capital Group Inc. 1.09% Add +2.0% 14,224 $3.0M
OLIO Financial Planning 0.83% Reduce -5.3% 14,048 $3.0M
NorthLanding Financial Partners, LLC 2.39% Add +3.0% 14,039 $3.0M
55 North Private Wealth, LLC 0.77% — 13,857 $2.9M
Silver Oak Securities, Incorporated 0.20% Reduce -0.5% 13,712 $2.9M
Christine Messmer PC 1.91% — 13,837 $2.9M
Northwest Wealth Management, LLC 0.46% Reduce -10.5% 13,776 $2.9M
Opulen Financial Group LLC 2.11% Add +0.7% 13,704 $2.9M
Spire Wealth Management 0.10% Add +1.0% 13,672 $2.9M
Foster & Motley Inc. 0.15% Reduce -9.6% 13,629 $2.9M
Vawter Financial, Ltd. 1.22% No change 13,607 $2.9M
Signet Financial Management, LLC 0.32% Reduce -9.5% 13,530 $2.9M
Gibraltar Capital Management, Inc. 0.49% Add +6.3% 13,515 $2.9M
Financial Engines Advisors L.L.C. 0.01% Reduce -0.6% 13,513 $2.9M
Pillar Financial Advisors, LLC 1.72% No change 13,500 $2.9M
Citigroup Inc. 0.00% Reduce -35.2% 13,475 $2.9M
J.W. Cole Advisors, Inc. 0.07% Reduce -7.0% 16,702 $2.9M
Acropolis Investment Management, LLC 0.13% Add +2.1% 13,388 $2.8M
McKinley Carter Wealth Services, Inc. 0.16% Reduce -2.5% 13,347 $2.8M
Composition Wealth, LLC 0.04% Reduce -4.3% 13,303 $2.8M
Mission Wealth Management, LP 0.06% Reduce -12.5% 13,174 $2.8M
AMG National Trust Bank 0.07% Reduce -0.6% 13,156 $2.8M
Verity Asset Management, Inc. 1.19% Reduce -55.8% 13,118 $2.8M
Federation des caisses Desjardins du Quebec 0.01% Reduce -0.4% 13,016 $2.8M
Schneider Downs Wealth Management Advisors, LP 0.31% Add +0.9% 12,952 $2.7M
Principal Securities, Inc. 0.04% Add +4.4% 12,929 $2.7M
Maryland Capital Advisors Inc. 0.92% Reduce -2.6% 12,892 $2.7M
O'ROURKE & COMPANY, Inc 1.06% Reduce -0.9% 12,811 $2.7M
Financial Freedom, LLC 1.34% Reduce -6.3% 12,725 $2.7M
Alpine Bank Wealth Management 0.38% No change 12,685 $2.7M
Beaird Harris Wealth Management, LLC 0.18% Add +0.2% 12,619 $2.7M
TD Private Client Wealth LLC 0.06% Add +22.9% 12,591 $2.7M
LS Investment Advisors, LLC 0.37% Reduce -1.7% 12,457 $2.6M
Arista Wealth Management, LLC 0.32% Reduce -8.6% 12,445 $2.6M
Trust Co of the South 0.42% Reduce -11.0% 12,402 $2.6M
Rebalance, LLC 0.15% Add +0.1% 12,287 $2.6M
Roberts Glore & Co. Inc. 0.69% Reduce -17.5% 12,187 $2.6M
IVC Wealth Advisors LLC 1.12% Add +6.2% 12,186 $2.6M
Capital Advisors Wealth Management, LLC 0.35% Reduce -0.5% 12,125 $2.6M
Patriot Investment Management Group, Inc. 0.16% Add +0.0% 12,125 $2.6M
Mgo One Seven LLC 0.05% Reduce -1.6% 12,064 $2.6M
Leavell Investment Management, Inc. 0.10% Reduce -3.6% 11,919 $2.5M
IFP Advisors, Inc 0.06% Add +12.9% 11,898 $2.5M
SouthState Bank Corp 0.11% Reduce -3.0% 11,686 $2.5M
Wealthspire Retirement, LLC 0.15% Add +9.8% 11,648 $2.5M
Thoroughbred Financial Services, LLC 0.15% Add +24.3% 11,624 $2.5M
Plancorp, LLC 0.07% Reduce -2.0% 11,553 $2.4M
North Star Investment Management Corp. 0.15% Reduce -3.4% 11,543 $2.4M
Sterling Financial Planning, Inc. 0.73% Reduce -0.0% 11,462 $2.4M
Telos Capital Management, Inc. 0.22% Reduce -2.4% 11,343 $2.4M
Gradient Capital Advisors, LLC 0.62% Reduce -2.0% 11,326 $2.4M
Prospera Financial Services Inc 0.04% Reduce -8.0% 11,280 $2.4M
Factor Wealth Management LTD 0.52% Add +2.4% 11,306 $2.4M
Nikulski Financial, Inc. 0.57% Reduce -21.3% 11,271 $2.4M
Earned Wealth Advisors, LLC 0.17% Reduce -17.5% 11,154 $2.4M
Midwest Financial Group LLC 1.04% Add +1.1% 11,076 $2.3M
Mustard Seed Financial, LLC 1.47% Add +1.8% 11,048 $2.3M
Shayne & Jacobs, LLC 0.70% No change 10,942 $2.3M
Seeds Investor LLC 0.44% Add +0.9% 10,940 $2.3M
Fiduciary Advisors, Inc. 1.76% Add +2.6% 10,920 $2.3M
First United Bank & Trust 0.73% Add +18.8% 10,832 $2.3M
Sage Mountain Advisors LLC 0.12% No change 10,797 $2.3M
Simmons Bank 0.15% Reduce -3.6% 10,684 $2.3M
Matisse Capital 1.01% No change 10,652 $2.3M
Powerhouse Assets LLC 1.98% — 10,622 $2.2M
RoundAngle Advisors LLC 1.64% Add +2.9% 10,614 $2.2M
Monetary Solutions, Ltd 2.21% — 10,598 $2.2M
WP Advisors, LLC 0.56% Reduce -11.7% 10,550 $2.2M
Keybank National Association 0.01% Reduce -1.3% 10,528 $2.2M
Stratos Wealth Partners, LTD. 0.03% Add +0.6% 10,496 $2.2M
Arlington Financial Advisors, LLC 0.32% New 10,477 $2.2M
Livet Wealth, LLC 1.36% — 10,438 $2.2M
Coquina Private Wealth LLC 1.77% — 10,418 $2.2M
SlateStone Wealth, LLC 0.18% Reduce -1.2% 10,411 $2.2M
CJM Wealth Advisers, Ltd. 0.66% Reduce -0.6% 10,402 $2.2M
Quotient Wealth Partners, LLC 0.06% Reduce -3.0% 10,397 $2.2M
BTC Capital Management, Inc. 0.15% Add +6.2% 10,313 $2.2M
Newton One Investments LLC 0.64% Add +0.3% 10,255 $2.2M
Advyzon Investment Management, LLC 0.25% Add +9.3% 10,241 $2.2M
Moneco Advisors, LLC 0.17% Add +0.8% 10,227 $2.2M
Family Legacy, Inc. 0.65% Add +2.0% 10,223 $2.2M
Probity Advisors, Inc. 0.35% Reduce -2.9% 10,219 $2.2M
Cliftonlarsonallen Wealth Advisors, LLC 0.03% Reduce -0.2% 10,188 $2.2M
USAdvisors Wealth Management, LLC 0.71% Add +3.3% 10,123 $2.1M
Roundview Capital LLC 0.13% No change 10,032 $2.1M
One Charles Private Wealth Services, LLC 0.55% Add +0.0% 10,004 $2.1M
Fortitude Family Office, LLC 0.50% No change 10,000 $2.1M
Archford Capital Strategies, LLC 0.25% Reduce -3.1% 9,997 $2.1M
Bessemer Group Inc. 0.00% Add +0.9% 9,990 $2.1M
Optima Capital LLC 0.91% Reduce -16.4% 9,951 $2.1M
Red Tortoise LLC 0.90% Add +31.4% 9,937 $2.1M
RMR Capital Management, LLC 1.52% Reduce -7.7% 9,928 $2.1M
Waystone Advisors LLC 1.80% — 9,925 $2.1M
AlphaCore Capital LLC 0.05% Add +5.7% 9,905 $2.1M
Tobias Financial Advisors, Inc. 0.30% Reduce -2.0% 9,885 $2.1M
Center For Asset Management LLC 1.09% Reduce -4.7% 9,815 $2.1M
180 Wealth Advisors, LLC 0.23% Reduce -1.2% 9,731 $2.1M
Liberty Wealth Management LLC 0.26% Add +5.2% 9,654 $2.0M
Coldstream Capital Management Inc. 0.03% No change 9,505 $2.0M
Parsons Capital Management Inc. 0.11% Add +7.3% 9,481 $2.0M
Curtis Advisory Group, LLC 0.42% Add +0.4% 9,450 $2.0M
Farmers & Merchants Investments Inc. 0.06% Reduce -0.2% 9,433 $2.0M
Greenspring Advisors, LLC 0.12% Add +192.2% 9,423 $2.0M
IF Advisors, LLC 1.60% — 9,309 $2.0M
Sowell Financial Services LLC 0.07% Reduce -3.2% 9,274 $2.0M
Brown Wealth Management, LLC 0.52% Reduce -28.4% 9,267 $2.0M
Magnus Financial Group LLC 0.15% Reduce -2.0% 9,200 $1.9M
Walkner Condon Financial Advisors LLC 0.27% Reduce -1.3% 9,172 $1.9M
Triune Financial Partners, LLC 0.45% Reduce -4.4% 8,701 $1.9M
Financially in Tune, LLC 1.81% — 9,161 $1.9M
Donalies Financial Planning, LLC 1.65% — 9,130 $1.9M
Insigneo Advisory Services, LLC 0.14% Reduce -0.4% 9,124 $1.9M
Baker Tilly Wealth Management, LLC 0.47% Reduce -52.2% 9,085 $1.9M
Topsail Wealth Management, LLC 0.28% No change 9,071 $1.9M
Shared Vision Wealth Group LLC 0.77% Add +48.3% 8,527 $1.9M
Guidance Point Advisors, LLC 0.45% Add +0.6% 9,002 $1.9M
Wealthspan Partners, LLC 0.69% Reduce -2.2% 9,001 $1.9M
O'Connor Financial Group LLC 0.76% Add +1.0% 8,487 $1.9M
Riversedge Advisors, LLC 0.31% Reduce -7.5% 8,993 $1.9M
Chilton Investment Co. Inc. 0.04% No change 8,986 $1.9M
Pine Valley Investments Ltd Liability Co 0.09% Reduce -0.5% 8,963 $1.9M
Mutual Advisors, LLC 0.04% Add +0.8% 8,962 $1.9M
Marino, Stram & Associates LLC 0.34% Add +5.9% 8,941 $1.9M
Pioneer Wealth Management Group 0.57% Add +2.2% 8,890 $1.9M
Ofc Financial Planning, LLC 1.79% Add +2.0% 8,888 $1.9M
Kingsview Wealth Management, LLC 0.03% Add +5.1% 8,860 $1.9M
MB Generational Wealth, LLC 0.99% Add +4.8% 8,833 $1.9M
Wesbanco Bank Inc. 0.05% Reduce -12.5% 8,826 $1.9M
NorthRock Partners, LLC 0.03% Reduce -4.0% 8,780 $1.9M
Grove Bank & Trust 0.21% Reduce -0.7% 8,702 $1.8M
Duncker Streett & Co. Inc. 0.33% Reduce -0.5% 8,662 $1.8M
Vance Wealth, LLC 0.54% Reduce -1.9% 8,630 $1.8M
InvesTrust 0.70% Add +1.6% 8,583 $1.8M
Compton Wealth Advisory Group, LLC 0.40% No change 8,547 $1.8M
Argent Trust Co 0.06% No change 8,483 $1.8M
B. Riley Wealth Advisors, Inc. 0.08% Add +0.2% 8,462 $1.8M
Bluedoor Private Wealth, LLC 0.83% — 8,453 $1.8M
Breakwater Capital Group 0.25% Add +1.5% 8,448 $1.8M
Parkside Financial Bank & Trust 0.13% Add +28.2% 8,447 $1.8M
Chapin Davis, Inc. 0.42% Add +0.4% 8,444 $1.8M
Tritonpoint Wealth, LLC 0.18% Reduce -20.0% 8,442 $1.8M
Windward Private Wealth Management Inc. 0.62% Reduce -5.5% 8,412 $1.8M
Victory Capital Management Inc. 0.00% No change 8,408 $1.8M
Sapient Capital LLC 0.03% Add +82.1% 8,318 $1.8M
Payne Capital LLC 1.80% Reduce -1.1% 8,346 $1.8M
Paragon Capital Management Ltd 0.36% Reduce -0.4% 8,335 $1.8M
Jacobs Equity LLC 1.69% — 8,305 $1.8M
Diversified Enterprises, LLC 0.10% Add +20.2% 8,293 $1.8M
SKY-Mountain Capital Management, Inc. 1.17% Add +9.3% 7,827 $1.8M
Tranquility Partners, LLC 0.63% Reduce -2.7% 8,271 $1.8M
City State Bank 0.47% No change 8,183 $1.7M
Strategic Blueprint, LLC 0.10% Add +23.0% 8,178 $1.7M
Great Valley Advisor Group, Inc. 0.03% Add +4.8% 8,157 $1.7M
Financial Counselors Inc. 2.38% Reduce -38.2% 8,106 $1.7M
Klingman & Associates, LLC 0.08% Add +106.6% 8,030 $1.7M
Stirlingshire Investments, Inc. 1.50% — 7,975 $1.7M
SC&H Financial Advisors, Inc. 0.26% Add +8.5% 7,949 $1.7M
OneAscent Financial Services LLC 0.15% Add +8.3% 7,939 $1.7M
Trustmark Bank Trust Department 0.10% Add +18.4% 7,839 $1.7M
McGlone Suttner Wealth Management, Inc. 0.22% Reduce -1.4% 7,821 $1.7M
Monument Group Wealth Advisors, LLC 0.90% Reduce -5.1% 7,805 $1.7M
Bokf, NA 0.03% Reduce -9.6% 7,773 $1.6M
Clarity Capital Advisors, LLC 0.82% Add +0.9% 7,767 $1.6M
Richardson Financial Services Inc. 0.53% Add +3.5% 7,706 $1.6M
Focus Financial Network, Inc. 0.06% Reduce -4.8% 7,649 $1.6M
Alteri Wealth LLC 0.52% Add +6.2% 7,589 $1.6M
Trust Co. of Vermont 0.07% Reduce -5.2% 7,534 $1.6M
Infinity Wealth Counsel, LLC 1.45% Add +2.4% 7,502 $1.6M
Harbor Investment Advisory, LLC 0.12% Add +71.7% 7,499 $1.6M
BigSur Wealth Management LLC 0.38% No change 7,466 $1.6M
Market Street Wealth Management Advisors LLC 0.25% Reduce -2.5% 7,462 $1.6M
Hardy Reed LLC 0.11% No change 7,436 $1.6M
Baker Ellis Asset Management LLC 0.19% Add +3.3% 7,382 $1.6M
Michels Family Financial, LLC 1.15% Add +3.6% 7,378 $1.6M
Bank of Hawaii 0.08% Reduce -1.7% 7,371 $1.6M
Soltis Investment Advisors LLC 0.10% Add +54.4% 7,368 $1.6M
Simon Quick Advisors, LLC 0.07% No change 7,299 $1.5M
Nations Financial Group Inc, /Ia/ 0.08% Add +0.3% 7,273 $1.5M
Kingswood Wealth Advisors, LLC 0.07% Add +3.3% 7,271 $1.5M
One Day In July LLC 0.13% Reduce -0.1% 7,245 $1.5M
BCS Wealth Management 0.15% Add +102.9% 7,237 $1.5M
Investor's Fiduciary Advisor Network, LLC 0.33% Reduce -9.9% 7,210 $1.5M
Blue Trust, Inc. 0.02% Reduce -4.6% 7,178 $1.5M
Ballentine Partners, LLC 0.02% Reduce -0.9% 7,142 $1.5M
3EDGE Asset Management, LP 0.08% Reduce -5.2% 7,095 $1.5M
Cooksen Wealth, LLC 1.10% Reduce -4.0% 7,080 $1.5M
Precision Wealth Strategies, LLC 0.48% Reduce -11.3% 7,065 $1.5M
Legacy Edge Advisors, LLC 0.16% Add +39.6% 7,016 $1.5M
Asset Dedication, LLC 0.10% Add +1.7% 6,984 $1.5M
Orion Porfolio Solutions, LLC 0.01% Add +6.6% 6,909 $1.5M
Forest Hill Capital, LLC 0.75% No change 6,900 $1.5M
Fulton Bank, N.A. 0.05% No change 6,895 $1.5M
Intellectus Partners, LLC 0.28% Reduce -6.8% 6,882 $1.5M
Graetz Wealth LLC 1.33% — 6,881 $1.5M
JT Stratford LLC 0.19% Add +61.1% 6,881 $1.5M
BSW Wealth Partners 0.17% Reduce -15.5% 6,860 $1.5M
Evergreen Wealth Management, LLC 0.73% Reduce -4.1% 6,830 $1.4M
C M Bidwell & Associates Ltd. 0.68% Add +0.0% 6,814 $1.4M
McNamara Financial Services, Inc. 0.27% Reduce -2.6% 6,779 $1.4M
GFS Advisors, LLC 0.17% No change 6,764 $1.4M
Alesco Advisors, LLC, An ESL Co 0.04% Add +4.3% 6,746 $1.4M
Aegis Wealth Management LLC 0.81% Reduce -38.9% 6,735 $1.4M
Genesis Financial Group, LLC 0.82% — 6,695 $1.4M
Brand Asset Management Group, Inc. 0.40% Reduce -18.5% 6,675 $1.4M
WealthCare Investment Partners, LLC 0.41% Reduce -1.5% 6,591 $1.4M
Flputnam Investment Management Co. 0.02% Add +4.4% 6,667 $1.4M
Dravo Bay LLC 0.59% Add +1.9% 6,665 $1.4M
Trilogy Capital Inc. 0.06% Add +67.3% 6,621 $1.4M
Coordinated Financial Services, Inc. 0.82% Add +3.0% 6,619 $1.4M
Fortis Capital Advisors, LLC 0.21% Add +0.4% 6,614 $1.4M
Newman Dignan & Sheerar, Inc. 0.29% Reduce -0.8% 6,612 $1.4M
Planning Directions Inc. 0.70% Reduce -0.2% 6,570 $1.4M
ProVise Management Group, LLC 0.10% Reduce -4.4% 6,548 $1.4M
Trust Co 0.13% Add +21.4% 6,543 $1.4M
Friday Financial 0.49% Add +59.4% 6,526 $1.4M
Weitzel Financial Services, Inc. 0.53% Add +3.0% 6,403 $1.4M
Cibc World Market Inc. 0.00% Add +9.2% 6,473 $1.4M
Kovack Advisors, Inc. 0.07% Add +35.8% 6,447 $1.4M
Dynamic Advisor Solutions LLC 0.04% Reduce -5.0% 6,446 $1.4M
Dynamic Financial Group 1.16% Add +3.3% 6,434 $1.4M
Founders Grove Wealth Partners, LLC 0.31% Add +1.7% 6,426 $1.4M
Arbor Investment Advisors, LLC 0.18% Reduce -0.9% 6,393 $1.4M
Stembrook Asset Management, LLC 1.28% — 6,379 $1.4M
Level Four Advisory Services, LLC 0.04% Add +3.3% 6,378 $1.4M
BKM Wealth Management, LLC 0.49% Add +16.8% 6,317 $1.3M
1834 Investment Advisors Co. 0.17% Reduce -4.0% 6,301 $1.3M
Wealth Alliance, LLC 0.13% Reduce -6.2% 6,272 $1.3M
Condor Capital Management 0.11% Reduce -1.4% 6,250 $1.3M
Robertson Stephens Wealth Management, LLC 0.04% Reduce -0.9% 6,226 $1.3M
CVA Family Office, LLC 0.15% Reduce -22.0% 6,201 $1.3M
Wellington Management Group LLP 0.00% No change 6,197 $1.3M
Uptick Partners, LLC 0.28% Add +20.8% 6,189 $1.3M
Savvy Advisors, Inc. 0.04% Add +17.0% 6,173 $1.3M
Cove Private Wealth, LLC 0.39% No change 6,165 $1.3M
Maridea Wealth Management LLC 0.20% Add +1.6% 6,151 $1.3M
Cadent Capital Advisors, LLC 0.34% Reduce -0.0% 6,150 $1.3M
FSA Investment Group, LLC 0.79% Add +0.1% 6,142 $1.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.08% Reduce -9.3% 6,134 $1.3M
Three Arch Wealth Management LLC 0.24% — 6,092 $1.3M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +721.0% 6,084 $1.3M
Hall Capital Management Co. Inc. 0.50% Add +1.8% 6,064 $1.3M
Community Financial Services Group, LLC 0.23% Reduce -20.6% 6,041 $1.3M
Eagle Harbor Asset Management Inc. 1.06% Add +0.1% 6,018 $1.3M
Meridian Financial Advisors, LLC 0.69% Reduce -2.0% 6,006 $1.3M
Pacific Sun Financial Corp 0.61% Reduce -0.8% 5,996 $1.3M
Texas Bank & Trust Co 0.46% Add +1.0% 5,972 $1.3M
VSM Wealth Advisory, LLC 0.38% Add +22.7% 5,917 $1.3M
Revisor Wealth Management LLC 0.34% Reduce -1.6% 5,529 $1.3M
Bruce G. Allen Investments, LLC 0.85% Add +9.8% 5,900 $1.2M
Empower Advisory Group, LLC 0.00% Reduce -12.2% 5,862 $1.2M
Total Wealth Planning, LLC 2.66% Reduce -94.6% 5,862 $1.2M
Insight Advisors, LLC/ PA 0.19% Reduce -0.3% 5,818 $1.2M
Indivisible Partners 0.13% — 5,799 $1.2M
TRUE Private Wealth Advisors 0.12% Reduce -8.3% 5,789 $1.2M
Strategic Financial Partners, Ltd. 0.53% Reduce -1.6% 5,775 $1.2M
Caprock Group, LLC 0.03% Reduce -7.7% 5,766 $1.2M
ARK & TLK Investments, LLC 0.34% Reduce -5.0% 5,754 $1.2M
Apriem Advisors 0.11% Reduce -0.0% 5,745 $1.2M
Harpswell Capital Advisors, LLC 0.96% Add +12.8% 5,736 $1.2M
WESCAP Management Group, Inc. 0.25% No change 5,736 $1.2M
United Advisor Group, LLC 0.15% Add +0.1% 5,670 $1.2M
Mascagni Wealth Management, Inc. 0.89% Reduce -4.8% 5,633 $1.2M
Sherman Wealth Management LLC 1.03% — 5,597 $1.2M
Chatham Capital Group, Inc. 0.17% Reduce -0.7% 5,589 $1.2M
Coastal Bridge Advisors, LLC 0.09% Add +13.9% 5,567 $1.2M
St. Louis Trust Co 0.14% No change 5,564 $1.2M
Clear Point Advisors Inc. 0.91% Reduce -4.5% 5,559 $1.2M
Silverlake Wealth Management LLC 0.26% Add +1.2% 5,552 $1.2M
Independent Wealth Advisors LLC 1.23% — 5,549 $1.2M
Compass Financial Group, INC 0.17% Add +1.1% 5,539 $1.2M
MJT & Associates Financial Advisory Group, Inc. 0.88% No change 5,537 $1.2M
Capital Squared Financial LLC 0.91% Add +23.4% 5,514 $1.2M
Certified Advisory Corp 0.11% Add +0.7% 5,506 $1.2M
Petix & Botte Co 0.26% Reduce -7.7% 5,506 $1.2M
GHP Investment Advisors, Inc. 0.05% Reduce -0.8% 5,506 $1.2M
Topel & Distasi Wealth Management, LLC 0.57% No change 5,505 $1.2M
MidAtlantic Capital Management, Inc. 0.74% No change 5,474 $1.2M
Level Financial Advisors 0.30% Reduce -5.6% 5,418 $1.1M
Dala Group, LLC 0.99% — 5,413 $1.1M
TruNorth Capital Management, LLC 0.22% No change 5,382 $1.1M
Cambridge Capital Management, LLC 0.51% Add +1.0% 5,363 $1.1M
Maimon Wealth Management LTD. 1.05% — 5,335 $1.1M
Resurgent Financial Advisors LLC 0.56% Add +1.4% 5,291 $1.1M
Main Street Financial Solutions, LLC 0.08% Reduce -1.9% 5,286 $1.1M
Iron Gate Global Advisors LLC 0.11% Add +1.5% 5,278 $1.1M
Meritas Wealth Management, LLC 0.54% Add +0.3% 5,277 $1.1M
Painted Porch Advisors LLC 0.45% Add +7.9% 5,266 $1.1M
Bestgate Wealth Advisors, LLC 1.94% Add +17.3% 5,212 $1.1M
Diversify Advisory Services, LLC 0.03% Add +0.1% 4,901 $1.1M
Moisand Fitzgerald Tamayo, LLC 0.12% Reduce -0.8% 5,204 $1.1M
First National Bank of Mount Dora, Trust Investment Services 0.24% No change 5,196 $1.1M
Grange Capital, LLC 1.05% Reduce -3.4% 5,169 $1.1M
John A. Wolfe & Associates, Inc. 0.59% — 5,164 $1.1M
King Wealth Management Group 0.13% Reduce -2.2% 5,149 $1.1M
High Net Worth Advisory Group LLC 0.25% Reduce -5.6% 5,125 $1.1M
Dentgroup LLC 0.74% No change 5,111 $1.1M
Wedbush Securities Inc. 0.03% Add +5.0% 5,102 $1.1M
Evoke Wealth, LLC 0.02% No change 5,097 $1.1M
Ballast Financial Advisors LLC 1.10% — 5,064 $1.1M
American Financial Advisors, LLC 0.14% Add +0.8% 5,027 $1.1M
Pekin Hardy Strauss, Inc. 0.10% Add +3.9% 5,020 $1.1M
Clal Insurance Enterprises Holdings Ltd 0.01% Add +66.7% 5,000 $1.1M
Pure Portfolios Holdings LLC 0.32% No change 4,993 $1.1M
McClarren Financial Advisors, Inc. 0.63% Add +12.6% 5,785 $1.1M
Principia Wealth Advisory, LLC 0.66% Reduce -24.0% 4,961 $1.1M
Ritter Daniher Financial Advisory LLC / DE 0.18% Add +493600.0% 4,937 $1.0M
Bridge Generations Wealth Management LLC 0.65% Reduce -16.5% 4,925 $1.0M
Hoge Financial Services, LLC 0.56% Add +0.5% 4,923 $1.0M
Net Worth Advisory Group 0.21% Add +291.1% 4,905 $1.0M
Visionary Wealth Advisors 0.05% Reduce -3.6% 4,883 $1.0M
RFP Financial Group LLC 0.49% No change 4,880 $1.0M
Capital Analysts, LLC 0.03% Add +1.0% 4,877 $1.0M
LongView Wealth Management 0.25% Reduce -2.5% 4,608 $1.0M
Acorn Financial Advisory Services Inc. 0.15% Reduce -8.3% 4,825 $1.0M
Fermata Advisors, LLC 0.24% Reduce -3.7% 4,820 $1.0M
Kathmere Capital Management, LLC 0.07% Add +0.8% 4,817 $1.0M
Transcend Capital Advisors, LLC 0.08% Reduce -5.8% 4,809 $1.0M
Saxony Capital Management, LLC 0.62% Add +24.6% 4,797 $1.0M
Mesirow Financial Investment Management, Inc. 0.02% Reduce -25.1% 4,791 $1.0M
Schwallier Wealth Management LLC 0.65% Reduce -20.2% 4,543 $1.0M
Asempa Wealth Advisors 0.87% — 4,780 $1.0M
Keb Asset Management, LLC 0.20% Reduce -1.7% 4,725 $1.0M
Spinnaker Investment Group, LLC 0.18% Add +29.3% 4,706 $997K
Providence Capital Advisors, LLC 0.17% Reduce -4.3% 4,698 $995K
Sagace Wealth Management LLC 0.67% Add +0.9% 4,683 $992K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +14.1% 4,681 $991K
Retirement Planning Group, LLC 0.03% Reduce -12.3% 4,668 $989K
Octavia Wealth Advisors, LLC 0.09% Reduce -8.0% 4,663 $988K
Baldwin Investment Management, LLC 0.11% Reduce -1.8% 4,654 $986K
Cypress Point Wealth Management, LLC 0.21% Add +0.5% 4,643 $983K
Burns Matteson Capital Management, LLC 0.39% Reduce -3.1% 4,633 $981K
Beacon Financial Advisory LLC 0.23% Reduce -0.7% 4,600 $974K
Csenge Advisory Group 0.04% Add +2.8% 4,588 $972K
Founders Financial Securities LLC 0.06% Add +113.1% 4,577 $969K
Trust Co. of Toledo NA 0.10% Reduce -8.5% 4,569 $968K
Oppenheimer & Co. Inc. 0.01% Add +3.8% 4,537 $961K
Aire Advisors, LLC 0.18% Add +0.3% 4,527 $959K
Western Wealth Management, LLC 0.04% Add +42.7% 4,518 $957K
Marion Wealth Management 0.21% No change 4,261 $956K
Financial Alternatives, Inc 0.55% No change 4,489 $951K
Goelzer Investment Management, Inc. 0.04% Reduce -0.4% 4,464 $945K
West Branch Capital LLC 0.24% Reduce -21.8% 4,428 $938K
HFG Advisors, Inc. 0.68% Reduce -7.9% 4,426 $937K
Prospera Capital Management, LLC 0.47% No change 4,421 $936K
Vannoy Advisory Group, Inc. 0.59% Reduce -1.7% 4,390 $930K
Conrad Siegel Investment Advisors, Inc. 0.18% Reduce -0.2% 4,388 $929K
Canal Capital Management, LLC 0.13% No change 4,382 $928K
IFG Advisory, LLC 0.04% Add +9.0% 4,337 $918K
Ritholtz Wealth Management 0.02% Add +0.2% 4,337 $918K
IFG Advisors, LLC 0.15% Add +0.2% 4,329 $917K
Dopkins Wealth Management, LLC 0.37% Reduce -1.2% 4,326 $916K
Graves Light Lenhart Wealth, Inc. 0.10% Add +0.1% 4,325 $916K
SVRN Asset Management, LLC 0.75% — 4,296 $910K
Gladstone Institutional Advisory LLC 0.03% Reduce -4.2% 4,290 $909K
Mezzasalma Advisors, LLC 0.22% Add +0.8% 4,228 $906K
Koenig Investment Advisory, LLC 0.73% — 3,900 $905K
Jacobi Capital Management LLC 0.05% Add +0.1% 4,270 $904K
Citizens Financial Group Inc. 0.01% Reduce -6.5% 4,256 $901K
Becker Capital Management Inc. 0.03% No change 4,230 $896K
Clarius Group, LLC 0.05% Add +0.1% 4,208 $891K
Raffa Wealth Management, LLC 0.14% Add +0.9% 4,193 $888K
truNorth Financial Services, Inc. 0.96% — 4,187 $887K
Blom & Howell Financial Planning, Inc. 0.88% — 4,177 $885K
Verus Capital Partners, LLC 0.06% New 4,161 $881K
Certuity, LLC 0.05% No change 4,112 $871K
RS Crum Inc. 0.17% Reduce -3.2% 4,111 $871K
Balefire, LLC 0.17% Reduce -0.7% 4,104 $869K
Caitlin John, LLC 0.57% Add +1.0% 4,103 $869K
Fearless Solutions, LLC dba Best Invest 0.53% Reduce -0.3% 4,095 $867K
Disciplined Investments, LLC 0.33% Reduce -10.8% 4,074 $863K
Annis Gardner Whiting Capital Advisors, LLC 0.16% Add +6.0% 4,072 $862K
Freestone Capital Holdings, LLC 0.03% Reduce -24.1% 4,051 $858K
J. Derek Lewis & Associates Inc. 0.20% — 4,043 $856K
Retirement Planning Group, LLC / NY 0.58% Add +53.1% 4,040 $856K
Anchor Investment Management, LLC 0.07% Reduce -0.3% 4,039 $855K
Canandaigua National Bank & Trust Co. 0.08% Reduce -7.5% 4,033 $854K
Madison Wealth Partners, Inc 0.16% Add +18.1% 4,024 $852K
City Holding Co. 0.10% Reduce -3.6% 4,018 $851K
Smithfield Trust Co 0.04% No change 3,982 $845K
LPWM LLC 0.21% Add +79.2% 3,978 $842K
Envision Financial Planning, LLC 0.32% No change 3,977 $842K
American Money Management, LLC 0.13% Add +4.8% 3,959 $839K
Embree Financial Group 0.10% Add +0.2% 3,945 $835K
Berkeley, Inc 0.27% Reduce -3.7% 3,944 $835K
MorganRosel Wealth Management, LLC 0.21% Add +7.9% 3,932 $833K
HUB Investment Partners, LLC 0.02% Reduce -3.0% 3,919 $830K
Willner & Heller, LLC 0.60% Add +3.2% 3,915 $829K
Armbruster Capital Management, Inc. 0.14% No change 3,911 $828K
Mayfair Advisory Group, LLC 0.32% Add +0.9% 3,830 $821K
One Capital Management, LLC 0.02% Add +109.9% 3,850 $815K
Sightline Wealth Advisors, LLC 0.35% Add +2.0% 3,830 $811K
SageView Advisory Group, LLC 0.03% Reduce -17.1% 3,820 $809K
Fonville Wealth Management LLC 0.16% Reduce -2.7% 3,785 $802K
Compass Capital Corp. /Ma/ 0.31% Add +0.2% 3,439 $801K
Quantum Financial Advisors, LLC 0.09% Reduce -5.0% 3,776 $800K
Richmond Investment Services, LLC 0.14% Add +0.4% 3,774 $799K
Lake Street Private Wealth, LLC 0.10% Add +0.4% 3,748 $794K
Magnolia Capital Advisors LLC 0.17% Add +0.8% 3,723 $789K
Franklin Resources Inc. 0.00% Add +4.4% 3,723 $788K
Wealth Preservation Advisors, LLC 0.40% Reduce -0.7% 3,722 $788K
Glassman Wealth Services 0.11% Reduce -0.1% 3,720 $788K
Westhampton Capital, LLC 0.37% Add +2.6% 3,718 $787K
Life Planning Partners, Inc 0.59% Add +4.0% 3,666 $776K
Larson Financial Group LLC 0.03% Reduce -20.3% 3,657 $775K
Signaturefd, LLC 0.01% Add +0.2% 3,651 $773K
Wescott Financial Advisory Group, LLC 0.07% Add +0.0% 3,651 $773K
KDT Advisors, LLC 1.08% No change 3,650 $773K
Accretive Wealth Partners, LLC 0.23% Reduce -1.2% 3,644 $772K
Libra Wealth LLC 0.21% No change 3,627 $768K
Legacies Wealth LLC 0.43% Reduce -15.0% 3,614 $765K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -41.2% 3,612 $765K
Physician Wealth Advisors, Inc. 0.11% Reduce -0.6% 3,587 $760K
Chesley Taft & Associates LLC 0.03% Add +2.9% 3,587 $760K
Boston Partners 0.00% Add +7.0% 3,585 $759K
Caldwell Trust Co 0.07% Reduce -2.9% 3,565 $755K
Victrix Investment Advisors 0.29% New 3,563 $755K
Arrowroot Family Office, LLC 0.27% Add +0.4% 3,556 $753K
Wilmington Savings Fund Society, FSB 0.02% Reduce -0.5% 3,538 $749K
Agate Pass Investment Management, LLC 0.28% No change 3,503 $742K
Oldfather Financial Services, LLC 0.22% Add +39.6% 3,503 $742K
Keeler & Nadler Financial Planning & Wealth Management 0.26% Reduce -0.0% 3,495 $740K
Crestwood Advisors Group, LLC 0.01% Add +10.1% 3,494 $740K
Destiny Wealth Partners, LLC 0.08% No change 3,282 $736K
Greykasell Wealth Strategies, Inc. 0.29% Add +0.3% 3,474 $736K
Elm Partners Management LLC 0.03% Reduce -24.9% 3,471 $735K
Merited Wealth, LLC 0.68% — 3,461 $733K
Summit Wealth Group LLC / Co. 0.10% Reduce -86.2% 3,460 $733K
Winebrenner Capital Management LLC 0.49% Reduce -0.3% 3,437 $728K
Yukon Wealth Management, Inc. 0.42% Reduce -4.5% 3,185 $727K
McDonald Partners LLC 0.23% Add +1.5% 3,434 $727K
Medallion Wealth Advisors, LLC 0.24% Add +3.3% 3,419 $724K
Snowden Capital Advisors LLC 0.02% Reduce -6.4% 3,378 $716K
First National Bank of Omaha 0.02% New 3,324 $711K
Rooted Wealth Advisors, Inc. 0.20% Add +19.3% 3,112 $711K
Bedel Financial Consulting, Inc. 0.08% Add +0.9% 3,339 $707K
Novak & Powell Financial Services, Inc. 0.37% No change 3,322 $704K
Stage Harbor Financial, LLC 0.47% Reduce -11.3% 3,285 $696K
Evergreen Capital Management LLC 0.02% No change 3,281 $695K
Tactive Advisors, LLC 0.20% Add +9.2% 3,264 $691K
Abbot Financial Management, Inc. 0.29% Add +0.0% 3,263 $691K
Continuum Advisory, LLC 0.07% Add +7.6% 3,262 $691K
Avant Capital LLC 0.47% Reduce -2.6% 3,243 $687K
Essential Planning, LLC. 0.22% Add +224.3% 3,243 $687K
Strathmore Capital Advisors, Inc. 0.23% New 3,242 $687K
Downshift Financial, LLC 0.42% — 2,977 $674K
Astra Wealth Partners LLC 0.41% Reduce -0.8% 3,180 $673K
Busey Bank 0.02% Add +10.8% 3,140 $665K
U.S. Capital Wealth Advisors, LLC 0.02% Add +0.1% 3,137 $664K
Accurate Wealth Management, LLC 0.08% Reduce -2.0% 2,984 $663K
Modern Wealth Management, LLC 0.01% Add +13.3% 3,126 $662K
Resolute Advisors LLC 0.22% Add +0.9% 3,126 $662K
Atlantic Union Bankshares Corp 0.01% Add +0.1% 3,118 $660K
Unconventional Investor, LLC 0.31% Add +0.7% 3,116 $660K
Traynor Capital Management, Inc. 0.04% Reduce -9.7% 3,110 $659K
Perennial Investment Advisors, LLC 0.05% Reduce -21.7% 3,101 $657K
Rockwood Wealth Management, LLC 0.05% Reduce -1.8% 3,100 $657K
RHS Financial, LLC 0.32% Reduce -21.8% 3,097 $656K
QRG Capital Management, Inc. 0.01% Add +35.4% 3,097 $656K
BCR Wealth Strategies, LLC 0.22% Add +103.9% 3,087 $653K
Passumpsic Savings Bank 0.36% — 3,083 $653K
Pointe Capital Management LLC 0.32% Add +8.2% 3,074 $651K
WoodTrust Financial Corp 0.08% Add +8.4% 3,069 $650K
Elevated Financial Group LLC 0.22% — 3,064 $649K
Droms Strauss Advisors Inc. /Mo/ 0.17% Reduce -7.3% 3,049 $646K
Flagship Harbor Advisors, LLC 0.03% Reduce -0.7% 3,049 $646K
Integrity Advisory Solutions, LLC 0.09% Add +7.3% 3,037 $643K
Canvas Wealth Advisors, LLC 0.11% Reduce -28.2% 3,028 $641K
Beckerman Institutional, LLC 0.36% No change 3,024 $640K
National Bank of Canada 0.00% Add +2.6% 3,022 $640K
Avant Financial Advisors LLC 0.46% No change 3,018 $639K
Magnolia Private Wealth, LLC 0.45% Reduce -3.3% 3,017 $639K
Cassady Wealth & Retirement Planning, LLC 0.42% — 3,016 $639K
Calton & Associates, Inc. 0.09% Add +25.6% 3,011 $638K
Woodside Wealth Management LLC 0.48% No change 3,009 $637K
Weik Capital Management 0.24% No change 3,000 $635K
Woodmont Investment Counsel LLC 0.04% Add +4.4% 2,997 $635K
Eagle Rock Investment Company, LLC 0.09% Add +0.3% 2,995 $634K
XY Planning Network, Inc. 0.11% Add +12.8% 2,995 $634K
Triumph Capital Management 0.14% New 2,986 $632K
TCI Wealth Advisors, Inc. 0.03% Reduce -0.4% 2,971 $629K
Hoxton Planning & Management, LLC 0.19% Reduce -15.8% 2,969 $629K
Centaurus Financial, Inc. 0.03% Add +0.5% 2,962 $627K
K2 Financial Inc. 0.48% Add +2.6% 2,813 $621K
StoneX Group Inc. 0.03% Reduce -29.9% 2,923 $619K
Lakewood Asset Management LLC 0.36% Add +12.1% 2,914 $617K
BLB&B Advisors, LLC 0.03% Add +31.0% 2,912 $617K
DGS Capital Management, LLC 0.11% Add +0.9% 2,912 $617K
Silvercrest Asset Management Group LLC 0.00% Add +45.7% 2,905 $615K
Community Bank, N.A. 0.07% No change 2,905 $615K
Collaborative Wealth Managment Inc. 0.22% Add +2.2% 2,900 $614K
American Trust 0.05% Add +3.8% 2,900 $614K
Gibson Capital, LLC 0.11% No change 2,899 $614K
Centurion Wealth Management LLC 0.13% Add +18.2% 2,895 $613K
Provident Living Financial Services, Inc. 0.60% — 2,885 $611K
Anderson Hoagland & Co. 0.05% No change 2,881 $610K
Evermay Wealth Management LLC 0.07% Reduce -3.1% 2,879 $610K
Tennessee Valley Asset Management Partners 0.08% Reduce -6.7% 2,872 $608K
Bowman & Co S.C. 0.26% Add +0.5% 2,871 $608K
Silver Oak Advisory Group, Inc. 0.27% No change 2,873 $608K
LJI Wealth Management, LLC 0.09% No change 2,871 $608K
Comprehensive Money Management Services LLC 0.42% No change 2,863 $606K
Axis Wealth Partners, LLC 0.33% Reduce -3.0% 2,861 $606K
Granite FO LLC 0.32% Add +1.1% 2,835 $601K
FSM Wealth Advisors, LLC 0.08% Add +2.6% 2,833 $600K
Dorsey & Whitney Trust CO LLC 0.03% Add +11.5% 2,800 $593K
Townsend Asset Management Corp. /NC/ 0.21% Reduce -0.0% 2,800 $593K
Stonebridge Financial Planning Group, LLC 0.21% Reduce -1.7% 2,797 $592K
Godsey & Gibb, Inc. 0.05% Add +0.2% 2,796 $592K
FWG Investments, LLC. 0.38% Add +3.4% 2,796 $592K
Arbor Trust Wealth Advisors, LLC 0.26% Reduce -51.9% 2,795 $592K
Sage Investment Counsel LLC 0.65% Reduce -3.4% 2,783 $589K
ERn Financial, LLC 0.11% No change 2,782 $589K
Procyon Advisors, LLC 0.03% Add +11.7% 2,772 $587K
Empirical Asset Management, LLC 0.17% No change 2,765 $586K
Three Bearings Fiduciary Advisors, Inc. 0.55% — 2,620 $584K
GreatBanc Trust CO 0.41% Reduce -11.1% 2,755 $583K
SCS Capital Management LLC 0.01% Reduce -5.1% 2,753 $583K
Galvin, Gaustad & Stein, LLC 0.05% Reduce -2.3% 2,749 $582K
Potentia Wealth 0.21% No change 2,739 $580K
Private Trust Co. NA 0.05% Add +4.7% 2,725 $577K
Investmark Advisory Group LLC 0.25% Add +0.2% 2,721 $576K
Windsor Advisory Group, LLC 0.51% No change 2,720 $576K
Selective Wealth Management, Inc. 0.18% Add +0.8% 2,537 $573K
Frederick Financial Consultants, LLC 0.31% No change 2,700 $572K
Glenview Trust Co 0.01% Reduce -14.6% 2,686 $569K
Aviso Wealth Management 0.24% Reduce -1.8% 2,685 $569K
Apollon Financial, LLC 0.08% Add +6.0% 2,673 $566K
Family Investment Center, Inc. 0.11% Add +0.3% 2,670 $566K
Integrated Wealthcare, LLC 0.47% — 2,661 $564K
Greenline Partners, LLC 0.06% No change 2,660 $563K
Copia Wealth Management 0.40% No change 2,658 $563K
Paulson Wealth Management Inc. 0.13% Reduce -35.1% 2,650 $561K
Tyche Wealth Partners LLC 0.09% Reduce -3.9% 2,647 $561K
UNIVEST FINANCIAL Corp 0.03% Reduce -5.2% 2,641 $559K
Pinnacle Associates Ltd. 0.01% Add +2.9% 2,627 $556K
Kastel Capital Advisors, LLC 0.34% — 2,619 $555K
Gilpin Wealth Management, LLC 0.44% — 2,616 $554K
Smith Thornton Advisors LLC 0.28% No change 2,602 $551K
TFO Wealth Partners, LLC 0.08% Add +0.6% 2,600 $551K
Russell Investments Group, Ltd. 0.00% Add +2.7% 2,583 $547K
National Wealth Management Group, LLC 0.19% Reduce -2.6% 2,577 $546K
Quarry Hill Advisors, LLC 0.25% Reduce -1.3% 2,567 $544K
Guardian Wealth Management, Inc. 0.32% Add +1.6% 2,543 $539K
SOL Capital Management CO 0.05% Reduce -3.0% 2,540 $538K
Spirepoint Private Client, LLC 0.05% New 2,535 $537K
Iowa State Bank 0.10% No change 2,531 $536K
McMill Wealth Management 0.15% Add +0.1% 2,516 $533K
First National Bank Sioux Falls 0.16% No change 2,514 $532K
Atticus Wealth Management, LLC 0.13% Add +0.8% 2,504 $530K
DeLarme Wealth Management, Inc. 0.37% — 2,486 $527K
Precedent Wealth Partners, LLC 0.11% Reduce -5.3% 2,476 $524K
Lodestone Wealth Management LLC 0.21% Add +0.1% 2,476 $524K
Fifth Third Wealth Advisors LLC 0.02% Add +41.3% 2,471 $523K
Red Wave Investments LLC 0.16% Reduce -1.3% 2,462 $521K
Key Client Fiduciary Advisors, LLC 0.18% Add +8.8% 2,461 $521K
Prosperity Consulting Group, LLC 0.02% Reduce -5.3% 2,455 $520K
Cozad Asset Management Inc. 0.04% Reduce -7.1% 2,444 $518K
Narus Financial Partners, LLC 0.14% Reduce -2.1% 2,442 $517K
Battery Global Advisors, LLC 0.24% Reduce -74.5% 1,158 $515K
Pacific Excel Wealth Advisors, Inc. 0.97% — 2,421 $513K
Chapman Financial Group, LLC 0.35% No change 2,416 $512K
Cascade Financial Partners, LLC 0.05% Reduce -1.4% 2,411 $511K
Aptus Capital Advisors, LLC 0.00% Reduce -3.8% 2,408 $510K
Tsfg, LLC 0.08% Add +0.1% 2,398 $508K
MIdWestOne Financial Group, Inc. 0.06% No change 2,397 $508K
TBH Global Asset Management, LLC 0.08% New 1,985 $507K
Rinkey Investments 0.13% No change 2,392 $507K
Badgley Phelps Wealth Managers, LLC 0.01% New 2,391 $506K
Manuka Financial, LLC 0.31% Add +5.0% 2,380 $504K
Orleans Capital Management Corp. 0.31% No change 2,373 $503K
Valmark Advisers, Inc. 0.01% Add +5.4% 2,365 $501K
Montis Financial, LLC 0.10% Reduce -8.5% 2,361 $500K
Legacy Private Trust Co. 0.03% Reduce -35.1% 2,351 $498K
Carnegie Investment Counsel 0.01% Reduce -11.5% 2,346 $497K
NorthStar Asset Management LLC 0.22% Add +1.5% 2,345 $497K
Landmark Wealth Management, LLC 0.19% Reduce -2.3% 2,345 $497K
Round Rock Advisors LLC 0.07% No change 2,334 $494K
Coppell Advisory Solutions LLC 0.05% Add +6.8% 2,310 $494K
Murphy & Mullick Capital Management Corp 0.36% Reduce -7.2% 2,328 $493K
Camelot Technology Advisors, Inc. 0.37% Reduce -0.0% 2,326 $493K
AIMZ Investment Advisors, LLC 0.14% Add +129.1% 2,325 $492K
Roffman Miller Associates Inc. 0.03% Reduce -2.6% 2,322 $492K
Taylor & Morgan Wealth Management, LLC 0.28% Add +0.7% 2,321 $492K
Ariadne Wealth Management, LP 0.20% No change 2,145 $491K
Montag A & Associates Inc. 0.02% No change 2,311 $489K
Staley Capital Advisers Inc. 0.02% No change 2,311 $489K
Capital Investment Advisory Services, LLC 0.03% Add +0.6% 2,308 $489K
West Financial Advisors, LLC 0.08% No change 2,303 $488K
HighPoint Advisor Group LLC 0.01% New 2,302 $488K
Foundations Investment Advisors, LLC 0.01% Add +7.7% 2,289 $485K
Fidelity D & D Bancorp Inc. 0.21% Add +1.9% 2,266 $480K
Integrity Financial Corp 0.24% Reduce -61.4% 2,262 $479K
Bryn Mawr Trust Advisors, LLC 0.02% Add +0.3% 2,256 $478K
Fidelis Capital Partners, LLC 0.03% No change 2,247 $476K
Bearing Point Capital, LLC 0.07% Add +0.8% 2,218 $470K
IPG Investment Advisors LLC 0.08% No change 2,211 $468K
Apeiron RIA LLC 0.09% Reduce -17.3% 2,208 $468K
Exchange Bank 0.32% No change 2,199 $466K
Coastwise Capital Group, LLC 0.24% Add +16.6% 2,186 $463K
Root Financial Partners, LLC 0.02% Reduce -10.8% 2,178 $461K
Align Financial, LLC 0.27% — 459,936 $460K
TD Waterhouse Canada Inc. 0.00% No change 2,169 $459K
Drucker Wealth 3.0, LLC 0.08% Reduce -4.3% 2,162 $458K
Bell Investment Advisors, Inc 0.07% Add +0.4% 2,160 $457K
Versant Capital Management, Inc 0.06% Reduce -9.5% 2,155 $456K
SBI Securities Co., Ltd. 0.01% Add +0.4% 2,155 $456K
North Star Asset Management Inc. 0.02% New 2,143 $454K
Compass Capital Management, Inc. 0.03% Add +13.8% 2,140 $453K
Hardin Capital Partners, LLC 0.21% Add +0.1% 2,139 $453K
Pettyjohn, Wood & White, Inc. 0.07% No change 2,120 $449K
Callan Family Office, LLC 0.01% New 2,120 $449K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% Reduce -59.9% 2,120 $449K
Dominguez Wealth Management Solutions, Inc. 0.27% Add +4.5% 2,117 $448K
Nottingham Advisors, Inc. 0.06% Add +0.3% 2,109 $447K
Burney Co./ 0.01% Add +89.8% 2,099 $444K
Financial Futures Ltd Liability Co. 0.20% Reduce -0.5% 2,087 $442K
TritonPoint Partners, LLC 0.24% — 2,085 $442K
Elevation Wealth Partners, LLC 0.16% Reduce -2.8% 2,071 $439K
Richard P Slaughter Associates Inc 0.09% Reduce -7.9% 2,058 $436K
Provident Wealth Management, LLC 0.13% No change 2,057 $436K
Pension & Wealth Management Advisors, Inc. 0.13% Reduce -1.4% 2,051 $435K
Guidance Capital, Inc. 0.11% Add +0.4% 1,909 $433K
Capital Investment Advisors, LLC 0.01% Add +6.4% 2,045 $433K
Barnes Pettey Financial Advisors, LLC 0.21% Add +2.5% 2,038 $432K
RFG - Bristol Wealth Advisors, LLC 0.12% Reduce -32.6% 2,036 $431K
Austin Wealth Management, LLC 0.06% Add +19.9% 1,954 $431K
SeaCrest Wealth Management, LLC 0.04% Add +0.3% 1,980 $431K
First Trust Advisors LP 0.00% Add +2.1% 2,031 $430K
Winthrop Capital Management, LLC 0.10% Add +0.7% 2,029 $430K
Ballentine Capital Advisors, Inc 0.18% No change 2,022 $428K
Villere St Denis J & Co. LLC 0.04% No change 2,022 $428K
Wilson & Boucher Capital Management, LLC 0.28% Add +5.2% 2,021 $428K
Washington Trust Advisors, Inc. 0.03% Add +0.3% 2,019 $428K
JMN Financial LLC 0.43% — 2,013 $427K
Walter & Keenan Wealth Management LLC /in/ 0.11% Reduce -1.6% 2,012 $426K
South Shore Capital Advisors 0.31% — 2,009 $425K
Retirement Financial Solutions, LLC 0.12% Add +1.0% 2,002 $424K
Bantamac Capital, LLC 0.30% No change 2,000 $424K
Rathbones Group PLC 0.00% No change 2,000 $424K
Athena Investment Management 0.22% No change 1,998 $423K
Lodestar Private Asset Management LLC 0.04% Add +0.1% 1,996 $423K
Burling Wealth Partners, LLC 0.07% No change 1,990 $421K
Signal Advisors Wealth, LLC 0.03% Add +80.7% 1,989 $421K
HBK Sorce Advisory LLC 0.01% Add +1.4% 1,813 $421K
Pinnacle Bancorp, Inc. 0.12% Add +0.5% 1,982 $420K
Ceera Investments, LLC 0.16% No change 1,978 $419K
Quadrant Capital Group LLC 0.01% No change 1,963 $416K
Gemmer Asset Management LLC 0.03% Add +0.2% 1,955 $414K
Principal Financial Group Inc. 0.00% New 1,950 $413K
Jim Saulnier & Associates, LLC 0.21% New 1,948 $413K
Client 1ST Advisory Group, LLC 0.13% No change 1,945 $412K
Accredited Investors Inc. 0.02% No change 1,943 $412K
Adamsbrown Wealth Consultants LLC 0.11% No change 1,936 $410K
Investment Insight Wealth Management, LLC 0.40% — 1,935 $410K
Grand Wealth Management, LLC 0.19% Add +11.7% 1,934 $410K
Curated Wealth Partners LLC 0.04% Add +0.1% 1,928 $408K
CM Wealth Advisors LLC 0.09% No change 1,926 $408K
Summit Trail Advisors, LLC 0.01% Add +2.3% 1,926 $408K
Brown Brothers Harriman & Co. 0.00% Add +78.7% 1,917 $406K
Mosley Wealth Management 0.19% — 1,934 $406K
Sax Wealth Advisors, LLC 0.02% Reduce -1.2% 1,912 $405K
Skyline Advisors, Inc. 0.14% Add +1.5% 1,911 $405K
Confluence Wealth Services, Inc. 0.02% Reduce -6.3% 1,906 $404K
Rexford Capital Inc. 0.30% No change 1,900 $402K
Aspen Grove Capital, LLC 0.07% No change 1,900 $402K
SeedSafe Financial LLC 0.35% — 1,893 $401K
Sagespring Wealth Partners, LLC 0.01% Add +2.0% 1,884 $399K
Whittier Trust Co. of Nevada Inc. 0.01% No change 1,812 $399K
Brooklyn Investment Group 0.02% New 1,849 $396K
Clear Creek Financial Management, LLC 0.03% Add +48.2% 1,864 $395K
Twin Focus Capital Partners, LLC 0.05% Reduce -33.0% 1,850 $392K
Investments & Financial Planning, LLC 0.21% Reduce -1.6% 1,847 $391K
Cypress Wealth Services, LLC 0.05% New 1,844 $391K
Solutions 4 Wealth, Ltd 0.59% No change 1,841 $390K
CGC Financial Services, LLC 0.10% No change 1,841 $390K
Old North State Wealth Management, LLC 0.18% Add +0.8% 1,831 $389K
Evercore Wealth Management, LLC 0.01% Add +6.7% 1,827 $387K
GM Advisory Group, LLC 0.02% Add +25.1% 1,827 $387K
Carnegie Lake Advisors LLC 0.15% No change 1,825 $387K
HHM Wealth Advisors, LLC 0.05% Add +0.2% 1,821 $386K
Thayer Partners, LLC / MA 0.19% — 1,817 $385K
Next Level Private LLC 0.10% Add +0.4% 1,813 $384K
Gambit Capital Management, LLC 0.27% — 1,795 $380K
Capital Advisors, Ltd. LLC 0.04% No change 1,791 $379K
CoreCap Advisors, LLC 0.01% Reduce -5.5% 1,789 $379K
Uptown Financial Advisors LLC 0.32% No change 1,788 $379K
Crusonia Wealth Advisors LLC 0.08% — 1,784 $378K
MWA Asset Management 0.21% Reduce -4.8% 1,780 $377K
Fisher Asset Management 0.00% Reduce -37.1% 1,778 $377K
Summit Financial Strategies, Inc. 0.03% Reduce -2.9% 1,773 $376K
Cadence Bank 0.02% Reduce -1.2% 1,773 $376K
NWF Advisory Services Inc. 0.04% Reduce -10.4% 1,773 $375K
Sage Rhino Capital LLC 0.07% Add +1.0% 1,768 $374K
Cutler Investment Counsel LLC 0.04% Reduce -1.9% 1,763 $373K
Vantage Point Financial LLC 0.13% Reduce -7.2% 1,754 $371K
Argentarii, LLC 0.12% Reduce -13.9% 1,742 $369K
Sonoma Private Wealth LLC 0.44% Add +2.4% 1,737 $368K
Vantage Financial Partners, LLC 0.07% Add +0.9% 1,729 $366K
Vista Capital Partners, Inc. 0.04% Add +1.2% 1,728 $366K
Diversified Trust Co. 0.01% No change 1,718 $364K
Range Advisory, LLC 0.09% — 1,713 $363K
Berman McAleer LLC 0.05% Reduce -0.1% 1,706 $361K
Brightwater Advisory LLC 0.24% Reduce -4.2% 1,703 $361K
Verdence Capital Advisors LLC 0.02% Add +0.1% 1,701 $360K
Seed Wealth Management, Inc. 0.25% No change 1,700 $360K
Melfa Wealth Management, Inc. 0.21% Add +0.3% 1,696 $359K
TPG Advisors LLC 0.22% Add +5.0% 1,696 $359K
New Hampshire Trust 0.07% No change 1,688 $358K
Essential Partners LLC 0.11% Reduce -15.8% 1,674 $355K
HSBC Holdings PLC 0.00% New 1,670 $354K
Laird Norton Wetherby Trust Company, LLC 0.01% New 1,669 $353K
BWM Planning, LLC 0.09% Add +0.1% 1,655 $351K
Jag Capital Management, LLC 0.04% No change 1,655 $351K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +23.9% 1,653 $350K
New England Private Wealth Advisors LLC 0.04% Add +0.9% 1,647 $349K
Invst, LLC 0.04% Reduce -9.1% 1,642 $348K
Daymark Wealth Partners, LLC 0.01% Reduce -20.1% 1,632 $346K
Semitam Bonam LLC 0.29% No change 1,630 $345K
Finward Bancorp 0.27% No change 1,626 $344K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Add +0.1% 1,626 $344K
Annandale Capital, LLC 0.06% No change 1,625 $344K
Gerber Kawasaki Wealth & Investment Management 0.01% Reduce -14.1% 1,621 $343K
Ocean Park Asset Management, LLC 0.02% Reduce -6.1% 1,611 $341K
Exchange Traded Concepts, LLC 0.00% Reduce -6.1% 1,611 $341K
New Covenant Trust Company, N.A. 0.31% Reduce -68.3% 1,591 $341K
Willis Johnson & Associates, Inc. 0.02% No change 1,611 $341K
Nicolet Advisory Services, LLC 0.02% Reduce -8.3% 1,535 $340K
Sterling Investment Counsel, LLC 0.10% New 1,708 $338K
Marco Investment Management LLC 0.03% Reduce -4.5% 1,593 $337K
Vestia Personal Wealth Advisors 0.17% Add +0.8% 1,486 $337K
Appleton Partners Inc. 0.02% Add +1.7% 1,591 $337K
PFG Investments, LLC 0.02% Reduce -36.4% 1,588 $336K
Patriot Financial Group Insurance Agency, LLC 0.04% Add +7.8% 1,586 $336K
1ST Source Bank 0.02% No change 1,583 $335K
Team Hewins, LLC 0.11% No change 1,580 $335K
Penobscot Wealth Management 0.10% Add +2.3% 1,576 $334K
Columbia Asset Management 0.06% Add +3.3% 1,573 $333K
Sound Income Strategies, LLC 0.02% Add +59.6% 1,480 $333K
Dakota Wealth Management 0.01% Add +27.1% 1,570 $332K
Capasso Planning Partners LLC 0.18% Reduce -23.9% 1,565 $332K
Cordoba Advisory Partners LLC 0.08% — 1,564 $331K
Keel Point, LLC 0.02% Add +0.9% 1,558 $330K
Salus Financial Advisors, LLC 0.20% No change 1,556 $330K
MOR Wealth Management, LLC 0.15% — 1,555 $329K
North Capital, Inc. 0.28% Add +0.8% 1,555 $329K
Barlow Wealth Partners, LLC 0.04% No change 1,482 $329K
Rovin Capital /Ut/ 0.09% No change 1,555 $329K
Keystone Financial Group 0.02% Add +6.5% 1,553 $329K
Uhlmann Price Securities, LLC 0.19% Reduce -2.7% 1,545 $327K
Milestone Asset Management Group, LLC 0.18% Add +0.1% 1,545 $327K
LWM Advisors Inc. 0.29% No change 1,544 $327K
Strategic Financial Services, Inc. 0.01% Add +20.6% 1,405 $326K
Gilliland Jeter Wealth Management LLC 0.10% No change 1,536 $325K
Outbound Financial Inc 0.25% No change 1,535 $325K
Roman Butler Fullerton & Co. 0.09% Add +0.1% 1,430 $325K
Gateway Wealth Partners, LLC 0.04% No change 1,531 $324K
Axxcess Wealth Management, LLC 0.01% Reduce -29.6% 1,526 $323K
KDK Private Wealth Management, LLC 0.28% Reduce -1.9% 1,517 $321K
Wrapmanager Inc. 0.11% Reduce -12.4% 1,515 $321K
Thrive Wealth Management, LLC 0.05% Reduce -18.8% 1,510 $320K
Stewardship Advisors, LLC 0.07% Add +2.4% 1,504 $319K
KMG Fiduciary Partners, LLC 0.02% New 1,504 $319K
Dearborn Partners LLC 0.02% Add +12.1% 1,501 $318K
Argent Advisors, Inc. 0.09% Reduce -6.3% 1,500 $318K
SVB Wealth LLC 0.02% No change 1,500 $318K
Robinson Smith Wealth Advisors LLC 0.22% Reduce -2.0% 1,499 $317K
My Personal CFO, LLC 0.13% Add +14.0% 1,496 $317K
Pearl Planning LLC 0.19% — 1,490 $316K
Rehmann Capital Advisory Group 0.02% Add +9.6% 1,474 $312K
Horizon Investment Services, LLC 0.11% Add +3.3% 1,470 $311K
Solstein Capital, LLC 0.12% New 1,463 $310K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 1,457 $309K
Flagstar Securities, Inc. 0.10% Reduce -6.1% 1,457 $308K
Jeppson Wealth Management, LLC 0.10% No change 1,455 $308K
Sovran Advisors, LLC 0.03% Reduce -5.7% 1,365 $308K
Lazari Capital Management, Inc. 0.10% Add +1.0% 1,450 $307K
Meredith Wealth Planning 0.09% Reduce -2.0% 1,447 $306K
Altiora Financial Group, LLC 0.05% Reduce -49.6% 1,441 $305K
Fiduciary Trust Co 0.00% Reduce -5.3% 1,439 $305K
Columbia Advisory Partners LLC 0.21% Reduce -26.3% 1,434 $304K
Fourth Dimension Wealth, LLC 0.11% Reduce -0.8% 1,432 $303K
Park Edge Advisors, LLC 0.07% No change 1,431 $303K
Cidel Asset Management Inc. 0.02% Reduce -18.6% 1,425 $302K
Harbor Asset Planning, Inc. 0.26% Add +1.0% 1,424 $302K
Hollencrest Capital Management 0.01% No change 1,420 $301K
Yoder Wealth Management, Inc. 0.14% No change 1,417 $300K
Holland Advisory Services, Inc. 0.40% Add +0.4% 1,417 $300K
Evensky & Katz LLC 0.02% Add +0.8% 1,415 $300K
Sage Financial Management Group, Inc. 0.09% Reduce -0.8% 1,415 $300K
Prospect Financial Services LLC 0.17% Add +26.6% 1,413 $299K
W.H. Cornerstone Investments Inc. 0.18% Add +0.9% 1,413 $299K
ICONIQ Capital, LLC 0.00% No change 1,398 $296K
Bonfire Financial 0.22% Reduce -2.1% 1,393 $295K
Clark Capital Management Group, Inc. 0.00% Reduce -10.8% 1,384 $293K
Murphy Pohlad Asset Management LLC 0.11% Add +8.1% 1,383 $293K
Debussy Capital Management LP 0.04% Add +0.1% 1,383 $293K
Inspire Advisors, LLC 0.03% Reduce -3.8% 1,373 $291K
DecisionMap Wealth Management, LLC 0.18% Reduce -3.5% 1,371 $290K
Milestone Investment Advisors LLC 0.07% No change 1,366 $289K
Insight Inv LLC 0.16% Add +18.4% 1,353 $287K
Clark Asset Management, LLC 0.03% Reduce -21.3% 1,349 $286K
First Heartland Consultants, Inc. 0.02% Add +10.9% 1,348 $285K
Daviman Financial, LLC 0.17% — 1,328 $281K
Headinvest, LLC 0.06% No change 1,325 $281K
Hippocratic Financial Advisors, LLC 0.13% No change 1,323 $280K
Mb, Levis & Associates, LLC 0.12% Add +7.3% 1,321 $280K
Cassaday & Co Wealth Management LLC 0.01% No change 1,319 $279K
World Equity Group, Inc. 0.08% Add +14.6% 1,319 $279K
Gilman Hill Asset Management, LLC 0.04% No change 1,318 $279K
International Assets Investment Management, LLC 0.02% Reduce -9.4% 1,316 $279K
Claris Advisors, LLC / Mo / 0.08% No change 1,315 $279K
Passive Capital Management, LLC. 0.09% No change 1,310 $277K
Advocacy Wealth Management, LLC 0.01% No change 1,305 $276K
Amplius Wealth Advisors, LLC 0.02% No change 1,301 $276K
Golden State Wealth Management, LLC 0.03% Reduce -3.7% 1,298 $275K
WealthTrak Capital Management LLC 0.20% Reduce -27.5% 1,291 $273K
Curi Capital, LLC 0.00% Reduce -9.4% 1,289 $273K
Iams Wealth Management, LLC 0.10% New 1,288 $273K
Wealth Quarterback LLC 0.10% Reduce -0.2% 1,286 $272K
Calder Financial LLC 0.27% — 1,285 $272K
Brady Martz Wealth Solutions, LLC 0.05% No change 1,282 $272K
Xxi Wealth, LLC 0.16% — 1,280 $271K
Kraft, Davis & Associates, LLC 0.06% Add +0.1% 1,219 $270K
First Citizens Bank & Trust Co. 0.01% New 1,274 $270K
Veratis Advisors, Inc. 0.21% — 1,167 $269K
Walleye Partners, LLC 0.30% — 1,270 $269K
Foundation Wealth Management, LLC\PA 0.10% Reduce -3.5% 1,266 $268K
Cherry Creek Investment Advisors, Inc. 0.11% Reduce -0.4% 1,259 $267K
Titleist Asset Management, LLC 0.02% New 1,258 $266K
Colonial Trust Co / SC 0.04% Reduce -1.2% 1,253 $265K
Schrum Private Wealth Management LLC 0.20% No change 1,252 $265K
Roble, Belko & Company, Inc 0.03% Add +1842.2% 1,243 $263K
TFC Financial Management, Inc. 0.03% Add +0.2% 1,242 $263K
Balboa Wealth Partners 0.04% Add +0.2% 1,241 $263K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.09% Add +30850.0% 1,238 $262K
Winthrop Advisory Group LLC 0.02% Add +2.6% 1,237 $262K
Integral Investment Advisors, Inc. 0.06% Reduce -23.3% 1,237 $262K
Ares Financial Consulting, LLC 0.25% — 1,236 $262K
Legacy Advisors, LLC 0.03% Add +13.8% 1,235 $262K
Key Financial Inc 0.05% Add +4.6% 1,233 $261K
Guardian Wealth Advisors, LLC / NC 0.02% No change 1,233 $261K
Park Place Capital Corp 0.05% Add +0.2% 1,232 $261K
Axim Planning & Wealth 0.28% Reduce -3.1% 1,232 $261K
L. Roy Papp & Associates, LLP 0.03% Add +0.9% 1,225 $260K
Liberty Capital Management, Inc. 0.05% Reduce -0.9% 1,224 $259K
Lexington Hill Partners, LLC 0.19% — 1,219 $258K
McIlrath & Eck, LLC 0.02% Add +60.2% 1,219 $258K
Fell Capital Management 0.25% — 1,208 $256K
Punch & Associates Investment Management, Inc. 0.02% Add +3.0% 1,208 $256K
Intelligence Driven Advisers, LLC 0.04% Add +1.0% 1,206 $255K
TruWealth Advisors, LLC 0.01% Reduce -5.2% 1,203 $255K
Harbour Capital Advisors, LLC 0.05% No change 1,187 $255K
Berger Financial Group, Inc 0.01% Add +0.1% 1,201 $254K
Hazlett, Burt & Watson, Inc. 0.08% Add +4.1% 1,201 $254K
Crewe Advisors LLC 0.02% No change 1,197 $254K
Meeder Advisory Services, Inc. 0.01% Add +22.5% 1,191 $252K
RCS Financial Planning, LLC 0.11% Reduce -6.0% 1,189 $252K
Accel Wealth Management 0.07% Add +0.4% 1,186 $251K
PGIM Custom Harvest LLC 0.00% Reduce -6.7% 1,183 $251K
SilverOak Wealth Management LLC 0.04% No change 1,181 $250K
Romano Brothers and Company 0.03% Reduce -20.8% 1,181 $250K
Independent Wealth Network Inc. 0.08% Add +6.7% 1,171 $248K
Gilbert & Cook, Inc. 0.03% Add +0.8% 1,170 $248K
Salomon & Ludwin, LLC 0.02% Add +0.3% 1,138 $247K
Ehrlich Financial Group 0.14% Add +0.1% 1,164 $246K
Andrews, Lucia Wealth Management LLC 0.15% No change 1,160 $246K
N.E.W. Advisory Services LLC 0.02% Add +17.2% 1,160 $246K
Bayban 0.22% — 1,150 $244K
Tradewinds, LLC. 0.06% Reduce -9.0% 1,148 $243K
Camelot Portfolios, LLC 0.15% Reduce -27.8% 1,147 $243K
Granville Capital, Inc. 0.13% — 1,142 $242K
Holos Integrated Wealth LLC 0.13% No change 1,125 $241K
Financial Gravity Asset Management, Inc. 0.05% Add +569.4% 1,138 $241K
Woodard & Co. Asset Management Group Inc. 0.04% Add +5.3% 1,137 $241K
Aquire Wealth Advisors, LLC 0.06% Add +17.4% 1,133 $240K
Pitcairn Wealth Advisors LLC 0.02% — 1,126 $238K
Connecticut Wealth Management, LLC 0.01% No change 1,126 $238K
Merrithew & Thorsten Inc 0.25% — 1,123 $238K
Defined Wealth Management, LLC 0.14% No change 1,124 $238K
Lauterbach Financial Advisors, LLC 0.12% No change 1,117 $237K
Sound View Wealth Advisors Group, LLC 0.02% Add +3.0% 1,117 $237K
Archer Investment Corp 0.05% Reduce -2.4% 1,115 $236K
Capital Group Private Client Services, Inc. 0.00% No change 1,108 $235K
Graney & King, LLC 0.14% Add +2.8% 1,107 $235K
Jackson, Grant Investment Advisers, Inc. 0.08% Add +0.5% 1,106 $234K
RFG Holdings, Inc. 0.06% Add +0.6% 1,104 $234K
Legacy Bridge, LLC 0.09% Reduce -17.2% 1,098 $233K
Encompass Wealth Advisors, LLC 0.08% Add +7.9% 1,098 $233K
Pinion Investment Advisors, LLC 0.06% Add +8.3% 1,098 $233K
Pennington Partners & Co., LLC 0.09% New 1,098 $232K
Red Door Wealth Management, LLC 0.02% New 1,097 $232K
Cornerstone Financial Management LLC 0.22% — 1,096 $232K
Brian Low Financial Group, LLC 0.16% Reduce -13.5% 1,096 $232K
Stephens Consulting, LLC 0.07% No change 1,091 $231K
Synergy Asset Management, LLC 0.02% Reduce -72.4% 1,091 $231K
Tillman Hartley LLC 0.06% Reduce -0.1% 1,088 $230K
Manske Wealth Management 0.07% Add +9.1% 1,087 $230K
BTS Asset Management, Inc. 0.31% New 1,082 $229K
Vaughan David Investments LLC 0.01% New 1,079 $229K
Strategic Wealth Partners, Ltd. 0.02% Add +153.7% 1,078 $228K
Prudent Investors Network, Inc. 0.05% No change 1,075 $228K
Core Wealth Partners LLC 0.10% No change 1,073 $227K
Legacy Wealth Managment, LLC 0.11% Add +1223.5% 1,072 $227K
Omega Financial Group, LLC 0.08% Add +0.8% 1,071 $227K
4WEALTH Advisors, Inc. 0.20% New 1,070 $227K
Beaumont Financial Advisors, LLC 0.01% Add +5.5% 1,066 $226K
Advisors Capital Management, LLC 0.00% Reduce -2.9% 1,064 $225K
Forum Financial Management, LP 0.00% No change 1,064 $225K
Centennial Bank 0.09% Reduce -32.0% 1,060 $224K
Sargent Investment Group, LLC 0.03% New 1,060 $224K
Winthrop Partners - WNY, LLC 0.12% — 1,058 $224K
Cottage Street Advisors LLC 0.09% New 1,055 $223K
Investment Research & Advisory Group, Inc. 0.07% Add +0.9% 1,052 $223K
WPG Advisers, LLC 0.17% Add +0.7% 1,052 $223K
Performance Wealth Partners, LLC 0.01% No change 1,051 $223K
Northstar Group, Inc. 0.03% Add +0.4% 1,039 $220K
Lanark Financial, Inc. 0.02% Add +4.1% 1,039 $220K
Satovsky Asset Management LLC 0.04% Add +0.8% 1,037 $220K
Ewa, LLC 0.05% New 1,032 $218K
Winter & Associates, Inc. 0.20% — 1,030 $218K
Peak Asset Management, LLC 0.04% New 1,027 $218K
Smith Salley Wealth Management 0.01% No change 1,027 $218K
Ellenbecker Investment Group 0.03% Add +5.7% 1,024 $217K
Westmount Partners, LLC 0.05% No change 1,024 $217K
Lifeworks Advisors, LLC 0.03% Reduce -0.7% 1,022 $216K
Straight Path Wealth Management 0.06% New 1,018 $216K
Rothschild Capital Partners, LLC 0.05% New 1,016 $215K
Serenus Wealth Advisors, LLC 0.04% Add +1.4% 1,016 $215K
McLean Asset Management Corp 0.04% Reduce -74.3% 958 $214K
Investment Advisory Group, LLC 0.05% No change 1,008 $214K
Post Resch Tallon Group Inc. 0.18% No change 1,005 $213K
RAM Investment Partners, LLC 0.04% Reduce -8.6% 1,004 $213K
Advantage Trust Co 0.10% No change 1,000 $212K
United Bank 0.03% No change 1,000 $212K
Meridian Wealth Advisors, LLC 0.03% No change 995 $211K
Rothschild Investment LLC 0.01% Reduce -0.1% 991 $210K
PAX Financial Group, LLC 0.04% Reduce -29.2% 990 $210K
Crumly & Associates Inc. 0.04% No change 988 $209K
Hubbell Strickland Wealth Management, LLC 0.08% Add +0.9% 986 $209K
Ledyard National Bank 0.02% New 984 $208K
Accredited Investor Services, LLC 0.14% No change 982 $208K
Freedom Financial Partners LLC 0.08% Add +0.4% 982 $208K
White Wing Wealth Management 0.12% Add +0.3% 976 $207K
Bernicke Wealth Management, Ltd. 0.03% — 971 $206K
Litman Gregory Wealth Management LLC 0.02% No change 971 $206K
Mayflower Financial Advisors, LLC 0.02% New 969 $205K
Maia Wealth LLC 0.04% New 896 $205K
Maseco LLP 0.01% New 967 $205K
TAGStone Capital, Inc. 0.08% No change 977 $205K
Harvest Investment Services, LLC 0.04% New 965 $204K
jvl associates llc 0.07% No change 963 $204K
Horst & Graben Wealth Management LLC 0.03% New 962 $204K
PUREfi Wealth, LLC 0.16% New 957 $203K
Oak Harvest Investment Services 0.02% New 956 $202K
Security National Bank of So Dak 0.10% New 954 $202K
Abound Wealth Management 0.05% Reduce -2.0% 949 $201K
CFO4Life Group, LLC 0.03% New 947 $201K
Legend Capital Advisors LLC 0.11% — 946 $200K
Miller Capital Partners, Inc. 0.10% — 920 $195K
First PREMIER Bank 0.04% No change 910 $193K
Halbert Hargrove Global Advisors, LLC 0.01% Add +21.9% 875 $185K
Bare Financial Services, Inc 0.05% No change 873 $185K
Operose Advisors LLC 0.04% Add +0.1% 867 $184K
Angeles Wealth Management, LLC 0.01% No change 854 $181K
Mowery & Schoenfeld Wealth Management, LLC 0.26% No change 844 $179K
Bogart Wealth, LLC 0.01% Reduce -29.7% 828 $175K
WealthCollab, LLC 0.07% No change 820 $174K
Kennebec Savings Bank 0.15% No change 817 $173K
Arcadia Investment Advisors LLC 0.08% No change 811 $172K
Glen Eagle Advisors, LLC 0.02% Add +7.0% 799 $169K
Proffitt & Goodson Inc. 0.02% No change 783 $166K
New Republic Capital, LLC 0.04% Reduce -3.5% 775 $164K
Dagco, Inc. 0.04% No change 770 $163K
Wells Financial Advisors INC 0.31% Reduce -38.9% 764 $162K
Keating Financial Advisory Services, Inc. 0.02% — 761 $161K
Addison Advisors LLC 0.04% No change 756 $160K
Steigerwald, Gordon & Koch Inc. 0.02% Reduce -3.2% 732 $155K
Entrust Financial LLC 0.11% — 728 $154K
Curio Wealth, LLC 0.05% No change 706 $152K
Nalls Sherbakoff Group, LLC 0.11% No change 705 $149K
Colony Family Offices, LLC 0.04% No change 694 $147K
Crews Bank & Trust 0.02% Add +3128.6% 678 $144K
Atlantic Private Wealth, LLC 0.09% Add +0.1% 674 $143K
Thompson Investment Management, Inc. 0.02% No change 635 $134K
MV Capital Management, Inc. 0.01% No change 633 $134K
Lazard Asset Management LLC 0.00% No change 610 $129K
Ameriflex Group, Inc. 0.07% Reduce -46.1% 602 $127K
Cape Investment Advisory, Inc. 0.04% Add +132.1% 601 $127K
Field & Main Bank 0.04% No change 600 $127K
Wealth Enhancement Trust Services, Inc. 0.02% — 596 $126K
GAMMA Investing LLC 0.01% No change 593 $126K
LRI Investments, LLC 0.01% No change 588 $125K
West Paces Advisors Inc. 0.02% Add +10.4% 571 $121K
Johnson Financial Group, Inc. 0.00% No change 565 $120K
10Elms LLP 0.12% No change 562 $119K
Oxford Financial Group, LTD. LLC 0.01% No change 537 $114K
Fairscale Capital, LLC 0.07% Add +3.6% 520 $110K
HM Payson & Co. 0.00% Add +2631.6% 519 $110K
Cornerstone Planning Group LLC 0.02% Add +6928.6% 492 $110K
Hilton Head Capital Partners, LLC 0.06% — 507 $107K
Bradley & Co. Private Wealth Management, LLC 0.06% No change 506 $107K
Bfsg, LLC 0.01% Reduce -7.3% 504 $107K
Wagner Wealth Management, LLC 0.02% Reduce -0.4% 502 $106K
SYM FINANCIAL Corp 0.01% No change 500 $106K
Torren Management, LLC 0.05% — 499 $106K
Elyxium Wealth, LLC 0.03% New 492 $104K
Hills Bank & Trust Co 0.01% New 490 $104K
Eastern Bank 0.00% Add +120.7% 448 $95K
Gen-Wealth Partners Inc 0.03% Add +0.5% 439 $93K
Old Second National Bank of Aurora 0.02% No change 428 $91K
TCTC Holdings, LLC 0.00% No change 423 $90K
Horizon Bancorp Inc. 0.04% Reduce -15.6% 417 $88K
Systematic Financial Management LP 0.00% Add +39.5% 410 $87K
Investors Research Corp 0.02% No change 407 $86K
Valley National Advisers Inc. 0.01% Add +358.4% 408 $86K
Birchwood Financial Partners, Inc. 0.09% — 404 $86K
Mechanics Financial Corp 0.03% No change 400 $85K
Manchester Capital Management LLC 0.01% No change 400 $85K
Mogy Joel R Investment Counsel Inc. 0.00% No change 400 $85K
Sunbelt Securities, Inc. 0.01% Reduce -85.8% 393 $83K
MidFirst Bank 0.01% — 391 $83K
DHJJ Financial Advisors, Ltd. 0.03% Add +1.1% 383 $81K
Private Wealth Asset Management, LLC 0.01% No change 382 $81K
American Capital Advisory, LLC 0.03% No change 375 $79K
Horizon Financial Services, LLC 0.03% Add +18.5% 359 $76K
Trifecta Capital Advisors, LLC 0.01% No change 345 $73K
JDM Financial Group LLC 0.03% No change 341 $72K
Hurley Capital, LLC 0.04% Add +0.9% 330 $70K
Breakwater Investment Management 0.02% No change 323 $68K
Peachtree Investment Partners, LLC 0.02% Add +0.9% 320 $68K
Quest 10 Wealth Builders, Inc. 0.06% Reduce -0.3% 318 $67K
IFC & Insurance Marketing, Inc. 0.07% — 310 $66K
Armstrong Advisory Group, Inc. 0.00% No change 306 $65K
Founders Financial Alliance, LLC 0.01% Reduce -76.5% 303 $64K
SJS Investment Consulting Inc. 0.01% No change 298 $63K
Tucker Asset Management LLC 0.02% Add +437.0% 290 $61K
Alerus Financial NA 0.00% No change 274 $58K
Anfield Capital Management, LLC 0.02% Add +298.4% 251 $53K
Blue Bell Private Wealth Management, LLC 0.01% Add +16.8% 250 $53K
CBIZ Investment Advisory Services, LLC 0.00% No change 248 $53K
Indiana Trust & Investment Management Co 0.02% No change 245 $52K
IAG Wealth Partners, LLC 0.01% No change 245 $52K
Kilter Group LLC 0.02% No change 241 $51K
Vermillion Wealth Management, Inc. 0.02% Add +3.5% 238 $50K
Planning Project LLC 0.01% — 237 $50K
Adirondack Trust Co. 0.02% Reduce -25.3% 236 $50K
Horrell Capital Management, Inc. 0.02% No change 232 $49K
Tidemark, LLC 0.01% No change 230 $49K
Rossby Financial, LCC 0.02% Reduce -31.9% 228 $48K
2UniFi Bank 0.02% No change 225 $48K
Wellington Grp LLC 0.02% — 222 $47K
Jackson Hole Capital Partners, LLC 0.01% No change 215 $46K
1015 Capital Partners, LLC 0.04% — 214 $45K
KERR FINANCIAL PLANNING Corp 0.06% No change 211 $43K
JNBA Financial Advisors 0.00% No change 204 $43K
Hantz Financial Services, Inc. 0.00% No change 204 $43K
Dunhill Financial, LLC 0.01% Add +263.6% 200 $42K
Compass Financial Services Inc 0.02% Add +1.0% 198 $42K
Orion Capital Management LLC 0.01% No change 196 $42K
Millstone Evans Group, LLC 0.02% No change 194 $41K
Pinney & Scofield, Inc. 0.02% No change 192 $41K
Matrix Private Capital Group LLC 0.02% No change 190 $40K
Transce3nd, LLC 0.31% Add +11.5% 174 $39K
Key Capital Management, INC 0.04% — 183 $39K
Heritage Wealth Advisors 0.00% No change 183 $39K
Strive Financial Group ,LLC 0.02% — 180 $38K
Redwood Park Advisors LLC 0.03% Add +0.6% 178 $38K
Front Row Advisors LLC 0.01% No change 177 $37K
Signature Equity Partners, LLC 0.02% — 176 $37K
Seal Cove Capital, LLC 0.03% — 168 $36K
Toth Financial Advisory Corp. 0.00% New 168 $36K
ORG Partners LLC 0.01% No change 164 $35K
Team Financial Group, LLC 0.01% No change 156 $33K
Van Den Berg Management I, Inc. 0.01% Reduce -59.6% 149 $32K
Modus Advisors, LLC 0.01% New 144 $30K
Birchbrook, Inc. 0.02% New 143 $30K
Westfuller Advisors, LLC 0.01% Add +0.7% 139 $29K
Motiv8 Investments LLC 0.02% New 135 $29K
Retirement Wealth Solutions LLC 0.02% No change 127 $27K
Marquette Asset Management, LLC 0.00% No change 124 $26K
BOK Financial Private Wealth, Inc. 0.00% No change 123 $26K
Signature Resources Capital Management, LLC 0.01% Add +14.9% 123 $26K
Longview Financial Advisors LLC 0.01% Add +3.5% 120 $25K
Caldwell Sutter Capital, Inc. 0.01% No change 118 $25K
Pinnacle Wealth Planning Services, Inc. 0.00% New 115 $24K
Country Trust Bank 0.00% No change 114 $24K
Clearstead Trust, LLC 0.00% No change 112 $24K
Fairman Group, LLC 0.02% Add +0.9% 111 $24K
Sunrise Financial Services, LLC 0.02% — 111 $24K
Red Lighthouse Investment Management, LLC 0.01% No change 110 $23K
EMC Capital Management 0.01% No change 100 $22K
Broadwater Capital Management LLC 0.02% No change 100 $21K
MilWealth Group LLC 0.01% No change 100 $21K
Blume Capital Management, Inc. 0.00% Reduce -34.6% 100 $21K
Westside Investment Management, Inc. 0.00% No change 97 $21K
Tompkins Financial Corp. 0.00% No change 97 $21K
Lowe Brockenbrough & Co. Inc. 0.00% Add +182.3% 96 $20K
Sachetta, LLC 0.01% Reduce -78.6% 93 $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% Add +1.1% 88 $19K
Bellevue Asset Management, LLC 0.01% Add +1.2% 85 $18K
Atomic Invest LLC 0.01% — 83 $18K
Navalign, LLC 0.00% New 84 $18K
Noble Wealth Management PBC 0.01% No change 80 $17K
Zions Bancorporation, National Association 0.00% No change 78 $17K
Morris Financial Concepts, Inc. 0.01% Reduce -10.5% 77 $16K
Union Savings Bank 0.01% — 75 $16K
Barnes Dennig Private Wealth Management LLC 0.02% No change 73 $15K
St Germain D J Co. Inc. 0.00% No change 70 $15K
Armor Investment Advisors, LLC 0.01% Add +50.0% 69 $15K
Dynamic Wealth Strategies, LLC 0.01% No change 63 $13K
CNB Bank 0.01% No change 63 $13K
Bay Harbor Wealth Management, LLC 0.00% New 63 $13K
Basepoint Wealth LLC 0.01% New 61 $13K
Commonwealth Retirement Investments LLC 0.00% New 61 $13K
Mycio Wealth Partners, LLC 0.00% No change 58 $12K
Laurel Wealth Advisors LLC 0.00% New 55 $12K
United Financial Planning Group LLC 0.01% Reduce -44.3% 54 $11K
Hamilton Point Investment Advisors, LLC 0.00% Reduce -56.5% 54 $11K
Flagship Wealth Advisors, LLC 0.00% No change 53 $11K
Gleason Group, Inc. 0.00% Add +1.9% 53 $11K
Garton & Associates Financial Advisors LLC 0.01% — 51 $11K
Frazier Financial Advisors, LLC 0.01% No change 50 $11K
Davis Capital Management 0.01% No change 50 $11K
NFSG Corp 0.00% No change 50 $11K
MCF Advisors LLC 0.00% No change 50 $11K
Ameritas Investment Partners, Inc. 0.00% New 49 $10K
Valued Wealth Advisors LLC 0.00% No change 48 $10K
Navigoe, LLC 0.01% No change 49 $10K
Bernard Wealth Management Corp. 0.00% No change 47 $10K
Marshall & Sterling Wealth Advisors Inc. 0.01% No change 47 $10K
DecisionPoint Financial, LLC 0.00% Add +35.3% 46 $10K
Aventura Private Wealth, LLC 0.00% No change 45 $10K
Evolution Wealth Management Inc. 0.01% No change 41 $9K
Walsh & Associates, LLC 0.01% — 40 $8K
SHP Wealth Management 0.00% — 40 $8K
Reflection Asset Management 0.01% — 37 $8K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 37 $8K
First Community Trust NA 0.01% No change 37 $8K
Steph & Co. 0.00% No change 37 $8K
First Financial Corp. 0.00% No change 35 $7K
Sankala Group LLC 0.01% — 30 $7K
Richards, Merrill & Peterson, Inc. 0.00% No change 32 $7K
Webster Bank, N. A. 0.00% No change 30 $6K
Sittner & Nelson, LLC 0.00% New 26 $6K
Hughes Financial Services, LLC 0.00% No change 28 $6K
ROSS\JOHNSON & Associates LLC 0.11% No change 28 $6K
Game Plan Financial Advisors, LLC 0.00% No change 26 $6K
Provenance Wealth Advisors, LLC 0.00% No change 25 $5K
Essential Investment Partners LLC 0.01% — 25 $5K
Blueline Advisors LLC 0.00% — 25 $5K
Winch Advisory Services, LLC 0.00% No change 20 $4K
Costello Asset Management, INC 0.00% No change 20 $4K
Prestige Wealth Management Group LLC 0.00% No change 19 $4K
Activest Wealth Management 0.00% No change 19 $4K
Security National Bank 0.00% No change 19 $4K
HFM Investment Advisors, LLC 0.00% Reduce -5.0% 19 $4K
FWL Investment Management, LLC 0.00% No change 17 $4K
RHL Group, LLC 0.00% — 16 $3K
Running Point Capital Advisors, LLC 0.00% No change 16 $3K
Turning Point Benefit Group, Inc. 0.00% Reduce -94.2% 15 $3K
North Ridge Wealth Advisors, Inc. 0.00% No change 14 $3K
Coston, McIsaac & Partners 0.00% No change 15 $3K
Hanson & Doremus Investment Management 0.00% Reduce -65.8% 13 $3K
Oakworth Capital, Inc. 0.00% No change 14 $3K
Global Trust Asset Management, LLC 0.00% Add +7.7% 14 $3K
American Wealth Advisors, LLC 0.00% Add +7.7% 14 $3K
Central Pacific Bank - Trust Division 0.00% No change 13 $3K
Register Financial Advisors LLC 0.00% No change 12 $3K
Ashton Thomas Securities, LLC 0.00% No change 12 $3K
Princeton Global Asset Management LLC 0.00% No change 12 $3K
Qube Research & Technologies Ltd 0.00% Reduce -97.9% 11 $2K
Fairway Wealth LLC 0.00% New 10 $2K
Bullock Wealth Management Group 0.00% — 9 $2K
Quaker Wealth Management, LLC 0.00% New 9 $2K
Darwin Wealth Management, LLC 0.00% No change 9 $2K
Nemes Rush Group LLC 0.00% No change 9 $2K
Colonial Trust Advisors 0.00% New 7 $2K
MPWM Advisory Solutions, LLC 0.00% No change 7 $1K
Prudent Man Investment Management, Inc. 0.00% No change 7 $1K
Gables Capital Management Inc. 0.00% No change 5 $1K
Global Wealth Strategies & Associates 0.00% No change 5 $1K
Spurstone Advisory Services, LLC 0.01% No change 3 $635
Stone House Investment Management, LLC 0.00% New 2 $426
Concord Wealth Partners 0.00% No change 1 $220
Tradewinds Capital Management, LLC 0.00% No change 1 $212

"% 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.