Vngrd Mrngst SL-CP Val ETF-UVBRETF

13F holders, Q2 2026 (June 30)
1,770holders +55
108new positions
54sold out
3famous investors
$242.07avg. 13F price*

At the end of Q2 2026, 1,770 institutions reported holding Vngrd Mrngst SL-CP Val ETF-U (VBR) in their 13F filings, up 55 from Q1 2026. 108 opened new positions and 54 sold out. The largest holders were Bank of America Corp. ($3.3B), Assetmark, Inc. ($1.2B) and Morgan Stanley ($938.8M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset 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 (Q2 2026)
CUSIP
922908611
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions108$40.3M
Exits54$65.0M

All 13F filers, Q1 2026 → Q2 2026: 4,021,896 shares bought and 2,022,038 shares sold, net +1,999,858 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,770 holders

Bank of America Corp. 0.21% Add +2.1% 13,679,532 $3.3B
Assetmark, Inc. 2.04% Add +19.5% 4,872,925 $1.2B
Morgan Stanley 0.05% Add +1.2% 3,863,641 $938.8M
Betterment LLC 1.16% Reduce -3.6% 2,812,964 $683.5M
Aspiriant, LLC 10.47% Add +0.3% 1,745,538 $424.2M
Wells Fargo & Company 0.07% Reduce -0.8% 1,676,389 $407.3M
Envestnet Asset Management Inc. 0.09% Reduce -1.2% 1,593,329 $387.2M
LPL Financial LLC 0.08% Add +4.2% 1,544,049 $375.2M
Sei Investments Co. 0.32% Add +1.9% 1,515,431 $368.2M
UBS Group AG 0.06% Reduce -0.7% 1,466,671 $356.4M
Captrust Financial Advisors 0.48% Add +0.3% 1,294,112 $314.5M
Cetera Investment Advisers 0.27% Add +3.2% 1,201,689 $292.0M
Jones Financial Companies LLLP 0.10% Add +5.2% 1,035,273 $251.3M
Raymond James Financial Inc. 0.07% Add +0.2% 1,025,471 $249.2M
Osaic Holdings, Inc. 0.24% Add +5.5% 854,208 $207.8M
PNC Financial Services Group, Inc. 0.10% Reduce -0.2% 844,489 $205.2M
Focus Partners Wealth 0.21% Add +0.5% 833,299 $202.5M
Choreo, LLC 2.17% Reduce -0.8% 815,364 $198.1M
Savant Capital, LLC 0.55% Add +185.6% 794,000 $187.8M
HighTower Advisors, LLC 0.18% Reduce -1.3% 761,123 $184.9M
JPMorgan Chase & Co. 0.01% Reduce -6.7% 702,244 $170.6M
Ameriprise Financial Inc. 0.03% Reduce -0.1% 675,077 $164.1M
Allworth Financial LP 0.68% Reduce -19.5% 658,265 $160.0M
Pathstone Holdings, LLC 0.45% Add +306.7% 639,128 $155.3M
Mather Group, Llc. 1.33% Reduce -0.5% 626,525 $152.2M
Tiaa-Cref Individual & Institutional Services, LLC 0.52% Reduce -5.4% 617,562 $150.1M
Commonwealth Equity Services, LLC 0.17% Reduce -2.2% 550,938 $133.9M
Park Avenue Securities LLC 0.82% Add +4.1% 538,661 $130.9M
Rwa Wealth Partners, LLC 1.25% Add +2.4% 535,469 $130.1M
Moneta Group Investment Advisors LLC 0.92% Add +2.8% 509,083 $123.7M
Royal Bank of Canada 0.02% Add +0.6% 485,216 $117.9M
Mariner, LLC 0.12% Add +0.2% 474,531 $115.3M
Rockefeller Capital Management L.P. 0.17% Add +0.9% 468,410 $113.8M
Stephens Group Asset Management, LLC 6.36% Add +0.1% 463,142 $112.5M
Retirement Investment Advisors, Inc. 6.87% Add +1.1% 398,418 $96.3M
Northwestern Mutual Wealth Management Co. 0.05% Add +1.6% 385,819 $93.8M
Bank of Montreal 0.03% Add +2.4% 382,947 $93.1M
Retirement Systems of Alabama 0.28% No change 382,480 $92.9M
JMG Financial Group, Ltd. 2.23% Reduce -3.2% 379,798 $92.3M
Stifel Financial Corp. 0.07% Reduce -1.1% 367,336 $89.3M
Creative Planning 0.05% Add +8.5% 341,900 $83.1M
Modera Wealth Management, LLC 0.86% Reduce -2.2% 331,750 $80.6M
Mokosak Advisory Group, LLC 17.26% Add +1.1% 327,918 $79.7M
Cresset Asset Management, LLC 0.29% Add +2.3% 324,328 $78.8M
Rodgers & Associates, LTD 7.11% Add +1.5% 322,177 $78.3M
Wealth Enhancement Advisory Services, LLC 0.13% Reduce -2.2% 317,453 $76.8M
Stephens Inc. 0.82% Add +10.7% 302,916 $73.6M
1832 Asset Management L.P. 0.09% Add +0.0% 297,518 $72.3M
Bragg Financial Advisors, Inc 1.89% Reduce -1.9% 290,690 $70.6M
Mason Investment Advisory Services, Inc. 2.61% Reduce -0.3% 282,251 $68.6M
Goldman Sachs Group Inc. 0.01% Reduce -1.0% 261,253 $63.5M
Financial Advisory Corp 8.33% Reduce -9.2% 258,499 $62.8M
United Capital Financial Advisors, LLC 0.35% Reduce -4.9% 258,163 $62.7M
Bailard, Inc. 1.27% Add +1.5% 257,473 $62.6M
Everhart Financial Group, Inc. 3.97% Add +352.8% 255,385 $62.1M
Cerity Partners LLC 0.07% Reduce -7.0% 248,766 $60.4M
Discipline Wealth Solutions, LLC 5.26% Add +4.3% 247,996 $60.3M
Wit, LLC 0.94% Reduce -3.1% 242,389 $58.9M
Thompson Siegel & Walmsley LLC 1.03% Reduce -0.8% 235,903 $57.3M
Zhang Financial LLC 1.60% Reduce -0.2% 226,097 $54.9M
Summit Financial, LLC 0.60% Add +3.6% 223,617 $54.3M
Abacus Planning Group, Inc. 6.65% Add +4.2% 221,445 $53.8M
Fifth Third Bancorp 0.09% Reduce -2.3% 218,163 $53.0M
Wealthspire Advisors, LLC 0.29% Add +5.8% 217,250 $52.8M
Corient Private Wealth LP 0.07% Reduce -38.0% 210,635 $51.2M
Opal Wealth Advisors, LLC 10.47% Add +0.7% 199,493 $48.5M
Beacon Pointe Advisors, LLC 0.22% Add +9.3% 196,061 $47.6M
Kestra Advisory Services, LLC 0.15% Reduce -0.4% 192,874 $46.9M
US Bancorp \de 0.05% Add +6.7% 187,984 $45.7M
MML Investors Services, LLC 0.09% Add +7.5% 187,080 $45.5M
Foster Group, Inc. 1.19% Reduce -1.1% 184,812 $44.9M
Comprehensive Financial Management LLC 1.47% No change 184,376 $44.8M
Mercer Global Advisors Inc. 0.05% Add +0.4% 181,462 $44.1M
Cambridge Investment Research Advisors, Inc. 0.10% Add +0.6% 176,809 $43.0M
Sanctuary Advisors, LLC 0.20% Add +3.3% 174,818 $42.5M
Truist Financial Corp. 0.05% Reduce -31.4% 170,343 $41.4M
FMR LLC 0.00% Add +4.5% 167,237 $40.6M
Baird Financial Group, Inc. 0.05% Add +5.9% 160,911 $39.1M
NewEdge Advisors, LLC 0.11% Add +2.8% 158,217 $38.4M
Equitable Holdings, Inc. 0.23% Add +2.3% 155,199 $37.7M
Strategies Wealth Advisors, LLC 3.32% Reduce -12.7% 152,687 $37.1M
Asset Management Group, Inc. 5.34% Reduce -1.7% 150,058 $36.5M
Marotta Asset Management 5.97% Add +0.0% 147,806 $35.9M
Waller Financial Planning Group, Inc. 7.34% Reduce -6.8% 146,704 $35.6M
Waldron Private Wealth LLC 1.22% Reduce -8.0% 144,689 $35.2M
Aaron Wealth Advisors LLC 1.75% Reduce -5.9% 142,094 $34.5M
Northwest Quadrant Wealth Management, LLC 6.30% Add +2.5% 139,983 $34.0M
Charles Schwab Investment Management Inc. 0.00% Reduce -2.3% 139,326 $33.9M
Grove Street Fiduciary, LLC 13.85% Reduce -2.0% 134,962 $32.8M
Verus Financial Partners, Inc. 2.75% Reduce -1.7% 132,360 $32.2M
25 LLC 8.74% Reduce 0.0% 131,378 $31.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.47% Add +2.0% 131,099 $31.9M
Grey Fox Wealth Advisors, LLC 4.97% Add +5.3% 130,298 $31.7M
Wealth Architects, LLC 2.48% Reduce -1.9% 129,165 $31.4M
Merit Financial Group, LLC 0.19% Reduce -10.0% 127,220 $30.9M
Brickley Wealth Management 4.40% Add +1.0% 126,040 $30.6M
&partners 0.13% Add +18.8% 125,363 $30.5M
BHK Investment Advisors, LLC 9.04% Reduce -0.6% 124,520 $30.3M
Natixis Advisors, LLC 0.03% Reduce -26.7% 117,555 $28.6M
McAdam, LLC 1.09% Reduce -13.0% 116,187 $28.2M
Plante Moran Financial Advisors, LLC 1.31% Reduce -11.3% 116,033 $28.2M
Focus Partners Advisor Solutions, LLC 0.24% Reduce -12.8% 114,999 $27.9M
Whitaker-Myers Wealth Managers, LTD. 4.65% Add +6.3% 114,681 $27.9M
Johnson Investment Counsel Inc. 0.20% Add +10.9% 114,613 $27.8M
Thrivent Financial for Lutherans 0.05% Add +143.9% 114,125 $27.7M
Performa Ltd (US), LLC 4.36% Add +12.7% 111,091 $27.0M
World Investment Advisors 0.45% Reduce -0.4% 122,757 $26.9M
OpenArc Corporate Advisory, LLC 0.31% Add +11.2% 108,531 $26.4M
Strategic Investment Advisors / MI 1.58% Add +1.9% 107,366 $26.1M
Silver Coast Investments LLC 7.67% Reduce -1.9% 105,958 $25.7M
Atria Investments, Inc 0.26% Add +8.1% 105,469 $25.6M
Hillman Co. 8.97% Add +33.1% 104,335 $25.4M
Pasadena Private Wealth, LLC 3.20% Add +1.2% 102,774 $25.0M
Partners in Financial Planning 3.67% Reduce -2.2% 99,603 $24.2M
E&R Wealth Management, LLC 20.49% Add +9.9% 99,405 $24.2M
PDS Planning, Inc 1.38% Reduce -1.1% 97,954 $23.8M
TrueWealth Financial Partners 9.62% Add +1.1% 95,773 $23.3M
Avion Wealth 4.32% Add +0.5% 95,456 $23.2M
Retirement Planning Group, LLC 0.56% Add +1281.3% 91,469 $22.2M
Avior Wealth Management, LLC 0.58% Reduce -3.5% 90,711 $22.0M
AQR Capital Management 0.01% Add +2.7% 89,148 $21.7M
Janney Montgomery Scott LLC 0.04% Add +61.5% 88,819 $21.6M
Brooklyn FI, LLC 3.94% Add +2.9% 88,025 $21.5M
MAI Capital Management 0.08% Add +11.4% 87,560 $21.3M
Benjamin Edwards Inc. 0.19% Add +3.5% 86,349 $21.0M
Glenmede Trust Co. NA 0.09% Reduce -1.5% 84,814 $20.6M
Capital Wealth Management, LLC 4.91% Add +2.0% 84,066 $20.4M
Robinswood Financial LLC 5.75% Add +4.0% 82,608 $20.1M
Inspirion Wealth Advisors, LLC 2.26% Reduce -18.7% 81,368 $19.8M
Presilium Private Wealth, LLC 3.01% Add +2.0% 80,770 $19.6M
Gallagher Fiduciary Advisors, LLC 0.64% Add +4.2% 79,492 $19.3M
HB Wealth Management, LLC 0.11% Add +24.6% 79,220 $19.2M
St. Louis Trust Co 2.18% No change 4,959 $19.1M
Black Diamond Financial, LLC 1.67% Add +5.4% 78,049 $19.0M
Meridian Wealth Management, LLC 0.59% Add +2.6% 77,936 $18.9M
D.A. Davidson & Co. 0.10% Reduce -2.5% 77,528 $18.8M
LMG Wealth Partners, LLC 2.96% Add +0.7% 76,108 $18.5M
Studio Investment Management LLC 3.08% Reduce -5.2% 75,052 $18.2M
Arax Advisory Partners 0.12% Reduce -15.8% 74,105 $18.0M
Family CFO Inc 6.87% Reduce -1.1% 73,425 $17.8M
Steward Partners Investment Advisory, LLC 0.09% Reduce -0.4% 73,339 $17.8M
Arvest Investments, Inc. 2.15% Add +2.9% 73,201 $17.8M
Sequoia Financial Advisors, LLC 0.09% Reduce -2.3% 70,397 $17.1M
Tradition Wealth Management, LLC 1.04% Add +0.9% 70,187 $17.1M
Checchi Capital Advisers, LLC 1.06% Reduce -24.7% 68,723 $16.7M
Traveka Wealth, LLC 5.52% Reduce -1.0% 68,288 $16.6M
Baltimore-Washington Financial Advisors, Inc. 0.62% Add +3.8% 67,900 $16.5M
Cullen/Frost Bankers, Inc. 0.16% Reduce -2.2% 67,802 $16.5M
Blair William & Co. 0.04% Add +14.1% 67,544 $16.4M
Texas Yale Capital Corp. 0.36% Add +0.0% 67,451 $16.4M
Peapack Gladstone Financial Corp. 0.19% Reduce -1.9% 66,949 $16.3M
CIBC Bancorp USA Inc. 0.02% Add +3.7% 64,781 $16.2M
Steele Capital Management, Inc. 0.59% Reduce -6.5% 66,141 $16.1M
Victory Financial Group, LLC 1.68% Add +0.2% 65,695 $16.0M
Compound Planning, Inc. 0.42% Add +8.5% 65,686 $16.0M
Fiducient Advisors LLC 2.27% Add +10.5% 65,357 $15.9M
UMB Bank, n.a. 0.20% Reduce -4.7% 64,840 $15.8M
Payne Capital Management, LLC 4.18% Add +1.7% 64,545 $15.7M
Flywheel Private Wealth LLC 7.72% Add +7.0% 64,484 $15.7M
Jacobsen Capital Management 4.56% Add +0.1% 64,231 $15.6M
Advisory Services Network, LLC 0.17% Add +1.0% 63,065 $15.3M
BancFirst Trust & Investment Management 6.46% Reduce -4.7% 62,754 $15.2M
Apella Capital, LLC 0.21% Reduce -3.1% 62,058 $15.0M
Weinberger Asset Management, Inc 4.79% Add +1.3% 61,043 $14.9M
Bartlett & Co. Wealth Management LLC 0.18% Reduce -1.1% 60,849 $14.8M
Jmac Enterprises LLC 2.48% Reduce -0.3% 60,571 $14.7M
Ancora Advisors LLC 0.28% Reduce -9.0% 59,556 $14.5M
Coastline Trust Co 1.28% Reduce -0.1% 59,350 $14.4M
Financial Synergies Wealth Advisors, Inc. 1.21% Reduce -0.3% 58,878 $14.3M
Quantinno Capital Management LP 0.02% Add +19.0% 58,628 $14.2M
Harbour Investments, Inc. 0.19% Add +0.9% 57,968 $14.1M
Pure Financial Advisors, LLC 0.18% Reduce -1.9% 57,812 $14.0M
Eagle Strategies LLC 1.39% Reduce -0.9% 57,636 $14.0M
Bank of New York Mellon Corp 0.00% Reduce -7.2% 57,611 $14.0M
Veery Capital, LLC 3.75% Add +2.5% 57,527 $14.0M
Praetorian Wealth Management, Inc. 2.41% Add +0.4% 57,440 $14.0M
Farmers & Merchants Trust Co of Chambersburg PA 3.54% Add +1.5% 57,438 $14.0M
Peak Retirement Planning, Inc. 2.17% Add +12.5% 56,505 $13.7M
Center for Financial Planning, Inc. 1.27% Add +0.5% 56,015 $13.6M
Cherry Tree Wealth Management, LLC 2.55% Reduce -0.5% 55,851 $13.6M
Capital Advantage, Inc. 1.64% Add +1.6% 55,290 $13.4M
Inlight Wealth Management, LLC 4.26% Add +17.3% 55,104 $13.4M
Concurrent Investment Advisors, LLC 0.11% Add +6.8% 54,237 $13.2M
Firestone Capital Management 2.45% Add +4.0% 54,147 $13.2M
Forbes Financial Planning, Inc. 7.01% Reduce -0.6% 53,767 $13.1M
Kohmann Bosshard Financial Services, LLC 1.08% Add +1.6% 52,563 $12.8M
Gladwyn Financial Advisors, Inc. 7.94% Add +2.4% 52,261 $12.7M
Sepio Capital, LP 0.64% Reduce -1.2% 52,223 $12.7M
Oath Planning, LLC 9.37% Add +12.2% 51,947 $12.6M
Fee-Only Financial Planning, L.C. 6.75% Reduce -1.3% 51,858 $12.6M
Lansing Street Advisors 2.67% Add +0.3% 51,593 $12.5M
Private Advisor Group, LLC 0.06% Reduce -49.8% 51,111 $12.4M
One Degree Advisors Inc 2.76% Add +1.3% 51,012 $12.4M
Balance Wealth Partners LLC 3.28% Add +3.4% 50,737 $12.3M
M&T Bank Corp 0.04% Add +4.2% 50,727 $12.3M
Clear Wave Wealth Management LLC 2.69% Add +1.8% 49,775 $12.1M
Mayport, LLC 1.87% Add +3.0% 49,609 $12.1M
Phillips Financial Management, LLC 0.88% Reduce -12.4% 49,560 $12.0M
Joel Isaacson & Co., LLC 0.35% Add +0.2% 49,341 $12.0M
Atlas Capital Advisors Inc. 1.30% Add +21.5% 48,944 $11.9M
AE Wealth Management LLC 0.06% Add +4.0% 48,902 $11.9M
Advisory Alpha, LLC 0.29% Add +6.1% 48,560 $11.8M
EP Wealth Advisors, LLC 0.04% Add +9.3% 47,757 $11.6M
Family Wealth Partners, LLC 3.53% Reduce -0.4% 47,274 $11.5M
Clayton Financial Group LLC 6.32% Add +6.0% 47,019 $11.4M
Spectrum Investment Advisors, Inc. 4.66% Add +0.2% 46,917 $11.4M
Global Retirement Partners, LLC 0.17% — 46,486 $11.3M
Old National Bancorp 0.22% Add +1.1% 46,355 $11.3M
Sage Financial Group Inc. 0.62% Reduce -1.0% 46,304 $11.3M
Relyea Zuckerberg Hanson LLC 0.94% Add +25.2% 46,253 $11.2M
Tiaa Trust, National Association 0.66% Add +1.9% 46,002 $11.2M
Parallel Advisors, LLC 0.17% Reduce -0.1% 45,689 $11.1M
Noble Family Wealth, LLC 1.97% Add +6.2% 45,356 $11.0M
Fifth Third Securities, Inc. 0.63% Reduce -5.2% 45,316 $11.0M
Farther Finance Advisors, LLC 0.09% Add +7.9% 45,305 $11.0M
Shepherd Financial Partners LLC 0.90% Reduce -16.8% 45,136 $11.0M
Kestra Private Wealth Services, LLC 0.12% Reduce -1.8% 45,025 $10.9M
Hegarty Advisors, LLC 7.52% Reduce -0.1% 44,971 $10.9M
San Luis Wealth Advisors LLC 1.64% Reduce -3.2% 44,940 $10.9M
Wrenne Financial Planning LLC 3.68% Reduce -0.0% 44,818 $10.9M
LMCG Investments, LLC 0.58% Reduce -3.9% 44,685 $10.9M
Pinnacle Financial Partners, Inc. 0.07% Reduce -3.5% 44,539 $10.8M
BIP Wealth, LLC 0.31% Add +68.3% 44,334 $10.8M
DAVENPORT & Co LLC 0.05% Reduce -6.4% 44,293 $10.8M
Mainsail Financial Group, LLC 3.63% Add +45.5% 44,016 $10.7M
Shufro Rose & Co. LLC 0.61% Reduce -3.2% 43,533 $10.6M
Arkadios Wealth Advisors 0.16% Add +0.4% 42,630 $10.4M
Brown Advisory Inc. 0.02% Add +1.3% 42,341 $10.3M
JBGlobal.com LLC 8.98% Reduce -1.4% 42,250 $10.3M
Redwood Investment Management, LLC 1.02% Add +8.3% 42,150 $10.2M
Cardiff Park Advisors, LLC 0.79% Reduce -12.5% 42,081 $10.2M
Alliancebernstein L.P. 0.00% Add +6.9% 46,086 $10.0M
Thrive Capital Management, LLC 1.89% Add +8.4% 41,187 $10.0M
Prosperity Planning, Inc. 3.21% Reduce -2.0% 41,134 $10.0M
Vestmark Advisory Solutions, Inc. 0.09% Reduce -42.2% 40,611 $9.9M
Wharton Business Group, LLC 0.33% Reduce -24.4% 40,400 $9.8M
Elgethun Capital Management 1.35% Add +6.8% 39,970 $9.7M
Silvia McColl Wealth Management, LLC 5.82% Add +1.2% 39,837 $9.7M
Garde Capital, Inc. 0.43% Reduce -30.4% 39,800 $9.7M
Elevation Point Wealth Partners, LLC 0.18% Add +0.8% 39,710 $9.6M
Fortis Capital Management LLC 1.08% Add +0.3% 39,653 $9.6M
Ifrah Financial Services, Inc. 2.31% Reduce -0.7% 38,893 $9.5M
Courier Capital LLC 0.47% Add +0.3% 38,480 $9.4M
Bluespring Wealth Management, LLC 0.18% Add +95.4% 38,430 $9.3M
Nicholas Hoffman & Company, LLC. 0.20% Add +0.5% 38,318 $9.3M
Cornerstone Wealth Advisors, Inc. 1.95% Reduce -1.3% 38,289 $9.3M
Quent Capital, LLC 0.57% Add +2.7% 38,134 $9.3M
Fairway Financial, LLC 6.24% Add +0.7% 37,525 $9.1M
Elevatus Welath Management 2.21% Add +481.7% 37,338 $9.1M
Diversified Management Inc. 1.94% Reduce -0.7% 37,294 $9.1M
Symmetry Partners, LLC 0.46% Reduce -1.9% 37,125 $9.0M
Portside Wealth Group, LLC 1.05% Add +24.0% 36,960 $9.0M
Towerpoint Wealth, LLC 3.11% Reduce -0.9% 36,794 $8.9M
White Lighthouse Investment Management Inc. 1.11% Reduce -0.9% 36,641 $8.9M
Meramec Financial Planners, LLC 3.24% Add +4.3% 36,141 $8.9M
Whittier Trust Co. 0.09% Add +0.5% 36,336 $8.8M
Arbor Wealth Advisors LLC 5.37% Reduce -0.2% 36,145 $8.8M
RTD Financial Advisors, Inc. 0.95% Reduce -3.2% 36,003 $8.7M
General Partner, Inc. 4.70% No change 35,936 $8.7M
Mosaic Family Wealth Partners, LLC 0.59% Add +1.2% 35,853 $8.7M
Spinnaker Trust 0.42% Reduce -0.9% 35,813 $8.7M
Cornerstone Wealth Management, LLC 0.37% Add +0.1% 35,671 $8.7M
Collective Family Office LLC 1.76% Reduce -2.1% 35,395 $8.6M
Kinetic Wealth Investment Advisors LLC 4.04% — 35,241 $8.6M
Plum Street Advisors, LLC 2.73% Reduce -8.2% 35,143 $8.5M
Granby Capital Management, LLC 4.44% No change 35,000 $8.5M
Brookstone Capital Management 0.09% Add +10.1% 34,971 $8.5M
Nabity-Jensen Investment Management Inc 5.19% Reduce -0.5% 34,819 $8.5M
Aurelius Family Office LLC 3.33% Reduce -5.2% 34,752 $8.4M
Associated Banc-Corp 0.20% Add +2.5% 34,741 $8.4M
Clear Retirement Advice LLC 5.77% Add +6.0% 34,691 $8.4M
Atmos Advisory, LLC 4.40% Add +1.4% 34,671 $8.4M
Tacita Capital Inc 4.56% Add +0.4% 34,568 $8.4M
Smartleaf Asset Management LLC 0.27% No change 34,539 $8.4M
Cannon Financial Strategists, Inc. 0.95% Add +1.7% 34,527 $8.4M
E-Wealth Partners, LLC 6.04% Add +7.1% 34,384 $8.4M
Pinnacle Financial Group, LLC / IL 2.03% Add +4.2% 34,212 $8.3M
Bradley Foster & Sargent Inc. 0.12% Add +1.0% 33,871 $8.2M
Wealthfront Advisers LLC 0.02% Add +2.0% 33,857 $8.2M
Van Cleef Asset Management,Inc 0.83% Add +0.2% 33,658 $8.2M
GeoWealth Management, LLC 0.25% Reduce -0.1% 33,225 $8.1M
Serenity Investment Advisors 3.43% Add +2.0% 32,475 $8.0M
Ashton Thomas Private Wealth, LLC 0.17% Reduce -0.6% 32,852 $8.0M
Towne Trust Company, N.A 2.41% Add +6.8% 32,582 $7.9M
Whitegate Investment Counselors, Inc. 2.24% Add +0.2% 32,386 $7.9M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 6.17% Add +5.2% 32,314 $7.9M
Sterling Wealth Management, Inc. 1.92% Reduce -4.9% 31,793 $7.7M
Compass Ion Advisors, LLC 0.67% Reduce -1.5% 31,778 $7.7M
Chicago Partners Investment Group LLC 0.15% Reduce -0.1% 31,402 $7.6M
Brandywine Oak Private Wealth LLC 0.57% Add +1.3% 31,057 $7.5M
Mainsail Asset Management, LLC 2.95% Add +3.0% 30,870 $7.5M
Ackerman Capital Advisors, LLC 1.52% Reduce -8.7% 30,954 $7.5M
American Investment Services, Inc. 1.56% Reduce -1.4% 30,374 $7.4M
Regions Financial Corp. 0.04% Reduce -0.3% 30,277 $7.4M
CX Institutional 0.21% Add +2.0% 30,196 $7.3M
SkyOak Wealth, LLC 1.20% Reduce -4.4% 30,101 $7.3M
Leeward Financial Partners, LLC 1.92% Reduce -3.5% 30,097 $7.3M
Cornerstone Management, Inc. 1.05% Reduce -2.1% 30,045 $7.3M
Boston Partners 0.01% Add +782.8% 29,901 $7.3M
HUB Investment Partners, LLC 0.13% Add +5.3% 29,868 $7.3M
Tme Financial, Inc. 4.45% Add +9.0% 29,652 $7.2M
Ausdal Financial Partners, Inc. 0.28% Add +1.3% 29,538 $7.2M
Creekside Partners 2.58% Add +0.2% 29,291 $7.1M
Columbus Macro, LLC 0.69% Add +1.1% 29,286 $7.1M
First Manhattan Co. Llc. 0.02% Reduce -2.3% 29,103 $7.1M
Mosley Wealth Management 2.24% Add +1655.4% 28,982 $7.0M
Monograph Wealth Advisors, LLC 0.58% Reduce -1.0% 28,945 $7.0M
Sigma Planning Corp 0.18% Add +8.5% 28,769 $7.0M
SOA Wealth Advisors, LLC. 1.17% Reduce -12.1% 312,605 $7.0M
CreativeOne Wealth, LLC 0.15% Add +33.8% 28,578 $6.9M
Ervin Investment Management, LLC 3.77% Add +4.3% 28,553 $6.9M
Ameritas Advisory Services, LLC 0.14% Reduce -15.9% 28,483 $6.9M
Alpha Omega Wealth Management LLC 1.05% Add +1.0% 28,306 $6.9M
Waverly Advisors, LLC 0.04% Add +4.0% 28,200 $6.9M
Quadcap Wealth Management, LLC 0.66% Reduce -1.8% 28,058 $6.8M
Nwam LLC 0.34% Reduce -0.6% 28,057 $6.8M
First American Trust, FSB 0.41% Reduce -10.0% 28,035 $6.8M
SWAN Capital LLC 2.32% Reduce -13.6% 27,930 $6.8M
Kavar Capital Partners Group, LLC 0.83% Reduce -0.3% 27,715 $6.7M
Cary Street Partners Financial LLC 0.15% Add +1.7% 27,691 $6.7M
Fourpath Capital Management, LLC 0.88% Add +0.3% 27,447 $6.7M
Northern Trust Corp. 0.00% Add +1.0% 27,325 $6.6M
Elite Financial, Inc. 2.67% Reduce -1.7% 27,170 $6.6M
Agf Management Ltd. 0.03% Reduce -9.9% 27,095 $6.6M
Integrity Alliance, Llc. 0.20% Add +4.3% 26,804 $6.5M
Vickerman Investment Advisors, Inc. 1.26% Add +0.2% 26,660 $6.5M
Strategic Wealth Advisors LLC 5.54% Add +0.3% 30,576 $6.5M
GFS Advisors, LLC 0.69% Reduce -89.9% 3,728 $6.5M
Chemistry Wealth Management LLC 1.03% Add +0.6% 26,485 $6.4M
PFG Advisors 0.32% Add +4.4% 26,469 $6.4M
MassMutual Private Wealth & Trust, FSB 0.17% Reduce -6.0% 26,279 $6.4M
Trustmark Bank Trust Department 0.38% Reduce -0.0% 26,176 $6.4M
Barry Investment Advisors, LLC 1.32% Add +1.7% 26,032 $6.3M
LifePlan Investment Advisors, Inc. 2.17% Reduce -1.3% 25,925 $6.3M
Sharper & Granite LLC 1.92% Add +0.9% 25,542 $6.2M
RFG Advisory, LLC 0.10% Reduce -39.8% 25,512 $6.2M
Signature Estate & Investment Advisors LLC 0.11% Reduce -14.6% 25,438 $6.2M
Avidian Wealth Enterprises, LLC 0.17% Add +3.5% 25,317 $6.2M
Commerce Bank 0.03% Add +0.6% 25,262 $6.1M
Midwest Trust Co 0.07% Add +0.8% 25,255 $6.1M
Regal Investment Advisors LLC 0.32% Add +0.8% 25,216 $6.1M
Obsido Oy 3.27% Add +1.2% 25,193 $6.1M
OneDigital Investment Advisors LLC 0.05% Add +0.6% 25,168 $6.1M
E&G Advisors, LLC 1.18% Reduce -0.1% 25,194 $6.1M
Cornerstone Advisory, LLC 0.51% Reduce -3.4% 25,121 $6.1M
Highland Capital Management, LLC 0.28% Reduce -1.2% 25,051 $6.1M
Chilton Investment Co. Inc. 0.15% Reduce -5.5% 24,882 $6.0M
BlackRock, Inc. 0.00% Add +25.3% 24,814 $6.0M
Zeit Capital LLC 3.63% Add +1.1% 24,791 $6.0M
Culbertson A N & Co. Inc. 0.70% Add +5.5% 24,732 $6.0M
Vise Technologies, Inc. 0.07% Add +15.1% 24,686 $6.0M
Seek First Inc. 3.78% Add +2.2% 24,620 $6.0M
Lam Group, Inc. 2.96% No change 24,520 $6.0M
Apollon Wealth Management, LLC 0.07% Reduce -1.2% 24,254 $5.9M
Bay Rivers Group 2.00% Reduce -0.8% 24,048 $5.8M
Employees' Retirement Fund of the City of Fort Worth 2.08% Add +4.8% 24,000 $5.8M
Lutz Financial Services LLC 0.35% Reduce -0.2% 23,984 $5.8M
Theory Financial LLC 1.83% Add +6.8% 23,942 $5.8M
Talon Private Wealth, LLC 0.68% Add +18.9% 23,880 $5.8M
Vanguard National Trust Co 0.31% No change 23,659 $5.7M
Perigon Wealth Management, LLC 0.09% Add +3.7% 23,632 $5.7M
Integrated Wealth Concepts LLC 0.04% Reduce -5.2% 23,524 $5.7M
Institute for Wealth Management, LLC. 0.50% Reduce -2.3% 23,212 $5.6M
Prime Capital Investment Advisors, LLC 0.05% Reduce -7.6% 23,151 $5.6M
Susquehanna International Group, LLP 0.00% Add +140.5% 22,913 $5.6M
ARS Wealth Advisors Group, LLC 0.43% Reduce -13.4% 22,435 $5.5M
Prudential Financial Inc. 0.01% Reduce -24.4% 22,415 $5.4M
Stevens Capital Partners 1.03% Add +11.3% 22,266 $5.4M
Brighton Jones LLC 0.10% Add +5.1% 22,237 $5.4M
Clearstead Advisors, LLC 0.05% Add +22.1% 22,191 $5.4M
Roof Eidam Maycock Peralta, LLC 1.06% Reduce -2.1% 22,182 $5.4M
Valeo Financial Advisors, LLC 0.11% Reduce -0.8% 29,214 $5.4M
Apriem Advisors 0.47% Add +9.0% 22,173 $5.4M
Glass Jacobson Investment Advisors llc 1.67% Reduce -1.7% 21,991 $5.3M
CGN Advisors LLC 0.39% Reduce -0.6% 21,736 $5.3M
First Horizon Corp. 0.20% Reduce -3.0% 21,603 $5.2M
Mission Creek Capital Partners, Inc. 0.92% Reduce -0.1% 21,490 $5.2M
Mission Wealth Management, LP 0.07% Add +76.3% 21,471 $5.2M
Cathy Pareto & Associates, Inc. 3.05% Add +0.1% 21,432 $5.2M
Rf&l Wealth Management, LLC 3.49% Reduce -1.3% 21,211 $5.2M
Truepoint, Inc. 0.11% Reduce -7.7% 21,023 $5.1M
TriaGen Wealth Management LLC 1.28% Add +0.8% 21,014 $5.1M
Marble Harbor Investment Counsel, LLC 0.51% Add +1.1% 20,781 $5.0M
Tocqueville Asset Management L.P. 0.07% Add +5.4% 20,761 $5.0M
Hilltop National Bank 1.07% Add +0.6% 20,695 $5.0M
Heartwood Wealth Advisors LLC 0.39% Add +10.3% 20,587 $5.0M
Great Valley Advisor Group, Inc. 0.08% Reduce -0.7% 20,452 $5.0M
Brindle & Bay Financial Advisors, LLC 2.47% Reduce -1.5% 20,315 $4.9M
Wedmont Private Capital 0.13% Reduce -4.3% 20,206 $4.9M
Quattro Financial Advisors LLC 1.05% Add +0.6% 20,126 $4.9M
Ieq Capital, LLC 0.02% Reduce -27.7% 20,112 $4.9M
Stone Summit Wealth LLC 1.23% Reduce -1.4% 20,019 $4.9M
Scotia Capital Inc. 0.02% Reduce -0.5% 19,983 $4.9M
Cahill Financial Advisors Inc. 0.46% Add +0.1% 19,917 $4.8M
Financial Advisors Network, Inc. 0.59% Add +4.1% 19,860 $4.8M
Summit Wealth & Retirement Planning, Inc. 1.02% Reduce -2.6% 19,775 $4.8M
Eclectic Associates Inc. 0.54% Reduce -2.2% 19,431 $4.7M
CENTRAL TRUST Co 0.09% Add +8.0% 19,363 $4.7M
MCF Advisors LLC 0.17% Add +22.2% 19,331 $4.7M
Gateway Wealth Partners, LLC 0.28% Reduce -11.4% 19,304 $4.7M
Tortoise Investment Management, LLC 0.35% Reduce -5.5% 19,299 $4.7M
Ally Invest Advisors Inc. 0.28% Add +2.3% 19,226 $4.7M
IFP Advisors, Inc 0.08% Add +12.0% 19,208 $4.7M
Trust Point Inc. 0.39% Reduce -0.1% 19,065 $4.6M
BlueSky Wealth Advisors, LLC 0.53% Reduce -7.3% 18,875 $4.6M
Ascent Group, LLC 0.14% Reduce -1.3% 18,857 $4.6M
Councilor Wealth, LLC 1.84% Add +3.1% 18,716 $4.5M
Aspen Wealth Strategies, LLC 2.19% Add +1.9% 18,638 $4.5M
Alhambra Investment Management LLC 1.98% Reduce -7.5% 18,629 $4.5M
Bangor Savings Bank 0.33% Reduce -10.3% 18,620 $4.5M
Carolina Wealth Management Inc 2.06% — 18,431 $4.5M
Falcon Wealth Planning 0.28% Reduce -4.2% 18,347 $4.5M
Geneos Wealth Management Inc. 0.09% Add +9.9% 18,288 $4.4M
Lido Advisors, LLC 0.02% Add +2.8% 18,275 $4.4M
Total Clarity Wealth Management, Inc. 0.86% Reduce -40.7% 18,257 $4.4M
Warner Financial, Inc. 1.29% Add +2.4% 18,114 $4.4M
Martel Wealth Advisors LLC 0.69% Reduce -2.0% 18,106 $4.4M
Pittenger & Anderson Inc. 0.16% Add +0.1% 18,065 $4.4M
Krilogy Financial LLC 0.13% Reduce -1.7% 18,026 $4.4M
Echo45 Advisors LLC 2.24% Add +1.1% 17,886 $4.3M
Diversified Portfolios, Inc. 0.31% Add +0.3% 17,849 $4.3M
Schneider Downs Wealth Management Advisors, LP 0.41% Add +34.6% 17,820 $4.3M
CWA Asset Management Group, LLC 0.13% Add +0.1% 17,777 $4.3M
Fiduciary Financial Group, LLC 0.49% Reduce -5.3% 17,735 $4.3M
Allstreet Capital Advisors LLC 2.79% Add +1.7% 17,673 $4.3M
Werba Rubin Papier Wealth Management 0.52% Add +4.8% 17,657 $4.3M
Fluent Financial, LLC 1.53% Add +3.1% 17,655 $4.3M
Viaable, LLC 3.55% — 17,627 $4.3M
Rockbridge Investment Management, LCC 0.35% Reduce -2.3% 17,588 $4.3M
Valpey Financial Services, LLC 2.54% Reduce -5.5% 17,546 $4.3M
Integrity Wealth Solutions LLC 1.57% Add +1.1% 17,498 $4.3M
Fiduciary Family Office, LLC 1.05% Add +0.9% 17,310 $4.2M
Diversify Advisory Services, LLC 0.07% New 17,046 $4.2M
Diversify Wealth Management, LLC 0.07% Add +0.2% 17,046 $4.2M
J.W. Cole Advisors, Inc. 0.07% New 17,157 $4.2M
Park National Corp. 0.12% Reduce -27.6% 17,106 $4.2M
Stratos Wealth Advisors, LLC 0.23% Add +8.0% 17,061 $4.1M
Index Fund Advisors, Inc. 0.16% Reduce -0.7% 16,974 $4.1M
James Investment Research, Inc. 0.42% Reduce -0.9% 16,950 $4.1M
Flow Traders U.S. LLC 0.17% Add +132.6% 16,865 $4.1M
FAS Wealth Partners, Inc. 0.21% Reduce -1.2% 16,712 $4.1M
O'shaughnessy Asset Management, LLC 0.02% Add +0.6% 16,695 $4.1M
NewEdge Wealth, LLC 0.04% Add +0.9% 16,668 $4.1M
Beaumont Asset Management, L.L.C. 1.56% Reduce -17.8% 16,565 $4.0M
JFS Wealth Advisors, LLC 0.20% Reduce -0.3% 16,425 $4.0M
Rialto Wealth Management, LLC 0.79% Reduce -1.6% 16,395 $4.0M
LOM Asset Management Ltd 1.03% Reduce -17.6% 16,392 $4.0M
CWC Advisors, LLC. 1.76% Reduce -5.4% 16,337 $4.0M
3Chopt Investment Partners, LLC 0.74% Reduce -2.3% 16,294 $4.0M
Modern Wealth Management, LLC 0.05% Add +443.8% 16,242 $3.9M
Guardsman Private Capital Management, Inc. 2.76% No change 16,211 $3.9M
Independent Financial Group, LLC 0.07% Reduce -5.3% 16,177 $3.9M
Essex Financial Services, Inc. 0.20% Add +0.2% 16,109 $3.9M
Forza Wealth Management, LLC 1.19% No change 15,924 $3.9M
MSH Capital Advisors LLC 0.67% Reduce -1.8% 15,913 $3.9M
Argent Trust Co 0.11% Add +89.8% 15,903 $3.9M
Greenup Street Wealth Management LLC 0.46% Add +1.0% 15,607 $3.8M
Woodward Financial Advisors, Inc. 1.27% — 15,592 $3.8M
Cranbrook Wealth Management, LLC 0.71% Reduce -2.7% 15,573 $3.8M
Wolff Financial Management LLC 0.75% Reduce -5.6% 15,506 $3.8M
Copper Harbor Investment Advisors, LLC 0.79% — 15,333 $3.7M
Stokes Family Office, LLC 0.43% Reduce -32.5% 15,304 $3.7M
IHT Wealth Management, LLC 0.08% Reduce -4.1% 15,286 $3.7M
Choate Investment Advisors 0.07% Add +1.2% 15,253 $3.7M
Allen Investment Management, LLC 0.04% No change 15,243 $3.7M
AdvisorNet Financial, Inc 0.17% Add +0.4% 15,225 $3.7M
Verity Asset Management, Inc. 1.40% Add +6.1% 15,223 $3.7M
3EDGE Asset Management, LP 0.16% Add +99.4% 15,174 $3.7M
Pathway Financial Advisors LLC 0.43% No change 15,133 $3.7M
FDx Advisors, Inc. 1.11% Reduce -3.8% 15,140 $3.7M
Access Investment Management LLC 0.93% No change 15,000 $3.6M
American Financial & Tax Strategies Inc. 1.64% Reduce -2.4% 14,897 $3.6M
Sonata Capital Group Inc. 1.16% Add +1.4% 14,846 $3.6M
EverSource Wealth Advisors, LLC 0.12% Reduce -41.2% 14,841 $3.6M
Avantax Planning Partners, Inc. 0.09% Reduce -2.3% 14,664 $3.6M
NorthLanding Financial Partners, LLC 2.40% Add +1.9% 14,295 $3.5M
Acropolis Investment Management, LLC 0.14% Add +4.6% 14,278 $3.5M
Bessemer Group Inc. 0.00% Add +40.4% 14,276 $3.5M
NerdWallet Wealth Partners, LLC 1.19% Reduce -0.8% 14,263 $3.5M
First United Bank & Trust 0.98% Add +10.4% 14,084 $3.4M
Opulen Financial Group LLC 2.15% Add +1.9% 14,072 $3.4M
Evanson Financial, LLC 0.17% — 14,052 $3.4M
Leavell Investment Management, Inc. 0.12% Add +11.7% 13,744 $3.3M
Baldwin Wealth Partners LLC 0.22% Reduce -1.0% 13,705 $3.3M
Sax Wealth Advisors, LLC 0.14% Add +725.0% 15,313 $3.3M
Linscomb Wealth, Inc. 0.14% Reduce -3.5% 13,647 $3.3M
Vawter Financial, Ltd. 1.25% Add +0.1% 13,619 $3.3M
55 North Private Wealth, LLC 0.65% Add +0.1% 13,596 $3.3M
Koshinski Asset Management, Inc. 0.18% Reduce -10.3% 13,596 $3.3M
Creative Financial Designs Inc. 0.16% Reduce -9.5% 13,556 $3.3M
CSM Advisors, LLC 0.07% Reduce -42.9% 13,484 $3.3M
AMG National Trust Bank 0.07% Reduce -0.1% 13,479 $3.3M
OLIO Financial Planning 0.81% Reduce -1.3% 13,459 $3.3M
Trust Co of the South 0.46% Add +8.3% 13,458 $3.3M
Spire Wealth Management 0.10% Reduce -3.8% 13,426 $3.3M
IVC Wealth Advisors LLC 1.27% Reduce -0.6% 13,425 $3.3M
Belpointe Asset Management LLC 0.11% Reduce -3.0% 13,272 $3.2M
Gibraltar Capital Management, Inc. 0.50% Add +0.5% 13,186 $3.2M
Coquina Private Wealth LLC 2.16% Add +8.0% 13,116 $3.2M
McKinley Carter Wealth Services, Inc. 0.16% Reduce -0.2% 13,090 $3.2M
Pillar Financial Advisors, LLC 1.66% Reduce -0.7% 13,062 $3.2M
Foster & Motley Inc. 0.14% Reduce -2.1% 12,945 $3.1M
Citigroup Inc. 0.00% Add +4.2% 12,938 $3.1M
Composition Wealth, LLC 0.04% Add +1.1% 12,918 $3.1M
Christine Messmer PC 1.76% Reduce -2.8% 12,869 $3.1M
Parsons Capital Management Inc. 0.14% Add +4.2% 12,756 $3.1M
Wealthcare Advisory Partners LLC 0.06% Reduce -29.5% 12,734 $3.1M
Federation des caisses Desjardins du Quebec 0.01% Reduce -1.5% 12,717 $3.1M
KPP Advisory Services LLC 0.39% Reduce -12.2% 12,707 $3.1M
Northwest Wealth Management, LLC 0.41% Reduce -1.1% 12,691 $3.1M
Kintra Wealth, LLC 0.16% Reduce -30.2% 12,265 $3.1M
New Age Alpha Advisors, LLC 0.13% Reduce -28.1% 12,665 $3.1M
SouthState Bank Corp 0.13% Reduce -0.3% 12,617 $3.1M
Shared Vision Wealth Group LLC 1.05% Add +11.6% 12,564 $3.1M
O'ROURKE & COMPANY, Inc 1.06% Add +0.2% 12,497 $3.0M
Envision Financial LLC 1.37% Reduce -8.9% 12,227 $3.0M
Principal Securities, Inc. 0.04% Reduce -1.4% 12,195 $3.0M
SKY-Mountain Capital Management, Inc. 2.12% Add +54.3% 12,193 $3.0M
OneAscent Financial Services LLC 0.14% Add +0.3% 12,169 $3.0M
Harbor Investment Advisory, LLC 0.21% Add +19.0% 12,158 $3.0M
Alpine Bank Wealth Management 0.38% No change 12,154 $3.0M
Patriot Investment Management Group, Inc. 0.17% No change 12,126 $2.9M
Financial Engines Advisors L.L.C. 0.01% Reduce -6.8% 12,030 $2.9M
Maryland Capital Advisors Inc. 0.93% — 11,998 $2.9M
TFB Advisors LLC 1.28% Reduce -0.4% 11,982 $2.9M
Fiduciary Financial Advisors 0.29% New 11,919 $2.9M
TD Private Client Wealth LLC 0.05% Reduce -1.8% 11,893 $2.9M
Advyzon Investment Management, LLC 0.21% Add +10.9% 11,827 $2.9M
Mgo One Seven LLC 0.05% Reduce -2.6% 11,825 $2.9M
Arista Wealth Management, LLC 0.31% Reduce -0.0% 11,817 $2.9M
Stirlingshire Investments, Inc. 2.12% Reduce -8.8% 11,749 $2.9M
Trust Co. of Toledo NA 0.24% Reduce -1.2% 11,696 $2.8M
Midwestern Financial, LLC 1.98% Reduce -2.6% 11,654 $2.8M
Capital Advisors Wealth Management, LLC 0.33% Reduce -3.4% 11,516 $2.8M
Wealthspire Retirement, LLC 0.15% Add +1.2% 11,463 $2.8M
Beaird Harris Wealth Management, LLC 0.17% Reduce -7.6% 11,366 $2.8M
Monetary Solutions, Ltd 2.36% Add +2.4% 11,295 $2.7M
Roberts Glore & Co. Inc. 0.68% Reduce -7.0% 11,291 $2.7M
Telos Capital Management, Inc. 0.24% Reduce -4.2% 11,255 $2.7M
Rebalance, LLC 0.14% Reduce -8.7% 11,244 $2.7M
Cambridge Financial Group, LLC 0.86% Reduce -10.2% 11,232 $2.7M
XY Planning Network, Inc. 0.34% Add +358.5% 11,169 $2.7M
Midwest Financial Group LLC 0.95% Add +0.5% 11,105 $2.7M
Optima Capital LLC 1.06% Add +7.9% 11,098 $2.7M
North Star Investment Management Corp. 0.15% Reduce -3.0% 11,087 $2.7M
Savvy Advisors, Inc. 0.06% Add +9.1% 11,076 $2.7M
Intellectus Partners, LLC 0.47% Add +1.1% 11,067 $2.7M
Thoroughbred Financial Services, LLC 0.13% Reduce -1.7% 11,968 $2.7M
Kingsview Wealth Management, LLC 0.03% Add +12.6% 10,926 $2.7M
Shayne & Jacobs, LLC 0.78% Reduce -0.5% 10,892 $2.6M
Marino, Stram & Associates LLC 0.42% Add +12.1% 10,812 $2.6M
Ballentine Partners, LLC 0.03% Add +2.5% 10,799 $2.6M
WealthShield Partners, LLC 0.40% Reduce -30.9% 10,795 $2.6M
Prospera Financial Services Inc 0.04% Reduce -0.7% 10,755 $2.6M
Sage Mountain Advisors LLC 0.16% Reduce -0.0% 10,785 $2.6M
Trust Co 0.24% Add +24.1% 10,782 $2.6M
Powerhouse Assets LLC 2.13% Reduce -0.3% 10,767 $2.6M
Waystone Advisors LLC 1.95% Add +16.7% 10,752 $2.6M
Brand Asset Management Group, Inc. 0.58% Reduce -5.3% 10,707 $2.6M
Matisse Capital 1.04% No change 10,652 $2.6M
Moneco Advisors, LLC 0.16% Add +3.8% 10,612 $2.6M
Seeds Investor LLC 0.26% Reduce -0.7% 10,511 $2.6M
Sageworth Trust Co 0.10% Reduce -30.0% 10,506 $2.6M
Parkside Financial Bank & Trust 0.17% Add +20.6% 10,500 $2.6M
Kingswood Wealth Advisors, LLC 0.10% Add +6.3% 10,494 $2.6M
Facet Wealth, Inc. 0.04% Reduce -65.8% 10,476 $2.5M
Factor Wealth Management LTD 0.38% Reduce -14.8% 10,419 $2.5M
Plancorp, LLC 0.06% Reduce -10.5% 10,462 $2.5M
Stratos Wealth Partners, LTD. 0.03% Add +5.1% 10,409 $2.5M
Sterling Financial Planning, Inc. 0.69% Reduce -0.3% 10,385 $2.5M
Mustard Seed Financial, LLC 1.30% Add +1.2% 10,321 $2.5M
NorthRock Partners, LLC 0.04% Reduce -9.8% 10,316 $2.5M
Fiduciary Advisors, Inc. 1.68% Reduce -3.4% 10,276 $2.5M
Quotient Wealth Partners, LLC 0.06% Reduce -1.1% 10,262 $2.5M
RMR Capital Management, LLC 1.72% Add +1.3% 10,260 $2.5M
Vanguard Advisers Inc. 0.01% Add +3.8% 10,220 $2.5M
Keybank National Association 0.01% Add +4.8% 10,193 $2.5M
Donalies Financial Planning, LLC 1.82% Reduce -0.1% 10,160 $2.5M
Goepper Burkhardt LLC 0.74% Reduce -12.6% 10,153 $2.5M
Livet Wealth, LLC 1.42% Reduce -0.8% 10,141 $2.5M
Simmons Bank 0.14% Reduce -2.8% 10,119 $2.5M
TritonPoint Partners, LLC 0.20% Add +435.6% 10,054 $2.4M
Empowered Funds, LLC 0.01% Add +27.5% 10,029 $2.4M
Fortitude Family Office, LLC 0.47% No change 10,000 $2.4M
Newton One Investments LLC 0.61% Reduce -1.7% 9,983 $2.4M
Roundview Capital LLC 0.13% Add +0.5% 9,933 $2.4M
Family Legacy, Inc. 0.64% Reduce -0.9% 9,871 $2.4M
Probity Advisors, Inc. 0.34% Reduce -2.7% 9,793 $2.4M
One Charles Private Wealth Services, LLC 0.55% Reduce -0.3% 9,756 $2.4M
Farmers & Merchants Investments Inc. 0.06% Reduce -1.0% 9,658 $2.3M
Junk Investment Group, LLC 1.04% Reduce -2.2% 9,639 $2.3M
Laurel Oak Wealth Management, LLC 0.34% Reduce -10.9% 9,557 $2.3M
Curtis Advisory Group, LLC 0.45% Reduce -0.6% 9,529 $2.3M
180 Wealth Advisors, LLC 0.23% Reduce -3.0% 9,509 $2.3M
WP Advisors, LLC 0.56% Reduce -10.4% 9,497 $2.3M
Gradient Capital Advisors, LLC 0.53% Reduce -3.9% 9,495 $2.3M
IF Advisors, LLC 1.51% Reduce -0.6% 9,464 $2.3M
MB Generational Wealth, LLC 1.13% No change 9,461 $2.3M
Crestwood Advisors Group, LLC 0.03% Reduce -0.8% 9,419 $2.3M
Wesbanco Bank Inc. 0.06% Add +4.3% 9,410 $2.3M
Greenspring Advisors, LLC 0.12% Reduce -0.2% 9,223 $2.2M
Tobias Financial Advisors, Inc. 0.28% Reduce -1.4% 9,216 $2.2M
Grove Bank & Trust 0.22% Add +3.7% 9,174 $2.2M
CJM Wealth Advisers, Ltd. 0.58% Reduce -10.2% 9,161 $2.2M
Baker Tilly Wealth Management, LLC 0.47% No change 9,085 $2.2M
Topsail Wealth Management, LLC 0.28% No change 9,071 $2.2M
Guidance Point Advisors, LLC 0.48% Add +0.2% 9,046 $2.2M
Wealthspan Partners, LLC 0.69% Add +0.1% 9,007 $2.2M
Brown Wealth Management, LLC 0.49% Add +1.9% 9,001 $2.2M
Strategic Blueprint, LLC 0.11% Add +0.9% 8,991 $2.2M
Center For Asset Management LLC 0.97% Add +1.9% 8,987 $2.2M
Pine Valley Investments Ltd Liability Co 0.09% Add +0.6% 8,926 $2.2M
Walkner Condon Financial Advisors LLC 0.24% Add +0.1% 8,737 $2.1M
Liberty Wealth Management LLC 0.26% No change 9,752 $2.1M
BTC Capital Management, Inc. 0.13% Reduce -4.0% 8,712 $2.1M
Chapin Davis, Inc. 0.37% Reduce -0.3% 8,709 $2.1M
Triune Financial Partners, LLC 0.44% Add +1.0% 8,696 $2.1M
BSW Wealth Partners 0.23% Add +5.5% 8,689 $2.1M
Duncker Streett & Co. Inc. 0.36% Add +0.0% 8,646 $2.1M
Loomis Sayles & Co. L P 0.00% Add +55.5% 8,639 $2.1M
Sapient Capital LLC 0.03% Add +1.6% 8,609 $2.1M
InvesTrust 0.80% Reduce -0.1% 8,606 $2.1M
Jacobs Equity LLC 1.44% Reduce -0.5% 8,597 $2.1M
Tranquility Partners, LLC 0.72% Reduce -1.2% 8,596 $2.1M
Pioneer Wealth Management Group 0.50% Reduce -2.9% 8,593 $2.1M
Level Four Advisory Services, LLC 0.06% Add +1.9% 8,582 $2.1M
Archford Capital Strategies, LLC 0.21% Reduce -2.8% 8,555 $2.1M
LS Investment Advisors, LLC 0.28% Reduce -1.5% 8,530 $2.1M
Breakwater Capital Group 0.25% Add +1.0% 8,529 $2.1M
Sowell Financial Services LLC 0.07% Reduce -5.3% 8,512 $2.1M
Earned Wealth Advisors, LLC 0.13% Reduce -7.3% 8,510 $2.1M
VestGen Advisors, LLC 0.06% Reduce -44.2% 8,494 $2.1M
Magnus Financial Group LLC 0.15% Reduce -4.2% 8,477 $2.1M
Mutual Advisors, LLC 0.04% Reduce -0.4% 8,421 $2.0M
Windward Private Wealth Management Inc. 0.65% No change 8,412 $2.0M
Victory Capital Management Inc. 0.00% No change 8,408 $2.0M
Tritonpoint Wealth, LLC 0.20% Add +13.6% 8,402 $2.0M
Compton Wealth Advisory Group, LLC 0.41% Reduce -2.2% 8,362 $2.0M
Paragon Capital Management Ltd 0.38% Add +0.2% 8,269 $2.0M
J. M. Brown & Associates Inc. 1.14% — 8,210 $2.0M
Ofc Financial Planning, LLC 1.76% Reduce -7.7% 8,152 $2.0M
City State Bank 0.45% Reduce -0.6% 8,133 $2.0M
AlphaCore Capital LLC 0.04% Add +9.7% 8,101 $2.0M
Financial Enhancement Group LLC 0.23% Add +6.1% 8,057 $2.0M
SC&H Financial Advisors, Inc. 0.26% Add +0.1% 7,969 $1.9M
Richardson Financial Services Inc. 1.09% Add +5.8% 7,944 $1.9M
B. Riley Wealth Advisors, Inc. 0.11% Add +5.8% 7,940 $1.9M
Insigneo Advisory Services, LLC 0.07% Reduce -10.4% 7,880 $1.9M
Clarity Capital Advisors, LLC 0.80% Add +0.5% 7,863 $1.9M
Diversified Enterprises, LLC 0.09% Reduce -3.8% 7,862 $1.9M
Riversedge Advisors, LLC 0.25% Reduce -9.9% 7,836 $1.9M
Klingman & Associates, LLC 0.08% Reduce -0.1% 7,832 $1.9M
McGlone Suttner Wealth Management, Inc. 0.22% Add +0.0% 7,822 $1.9M
Coldstream Capital Management Inc. 0.02% Reduce -17.2% 7,817 $1.9M
Vance Wealth, LLC 0.43% Reduce -6.5% 7,812 $1.9M
Michels Family Financial, LLC 1.22% Add +3.9% 7,809 $1.9M
Financial Counselors Inc. 2.59% Reduce -3.0% 7,755 $1.9M
Infinity Wealth Counsel, LLC 1.51% Add +2.4% 7,697 $1.9M
Cardinal Point Capital Management ULC 0.10% Add +1.6% 7,612 $1.8M
Monument Group Wealth Advisors, LLC 0.88% Add +408.5% 39,196 $1.8M
Bokf, NA 0.03% Add +0.1% 7,494 $1.8M
BigSur Wealth Management LLC 0.44% No change 7,466 $1.8M
IMA Advisory Services, Inc. 0.11% New 7,453 $1.8M
Hardy Reed LLC 0.12% No change 7,436 $1.8M
SlateStone Wealth, LLC 0.14% Reduce -9.7% 7,412 $1.8M
Focus Financial Network, Inc. 0.06% Reduce -5.5% 7,408 $1.8M
Forest Hill Capital, LLC 1.38% Add +7.3% 7,400 $1.8M
Baker Ellis Asset Management LLC 0.19% Reduce -0.3% 7,393 $1.8M
Trust Co. of Vermont 0.07% — 7,388 $1.8M
Alteri Wealth LLC 0.50% Reduce -2.6% 7,388 $1.8M
TRUE Private Wealth Advisors 0.15% Add +15.7% 7,235 $1.8M
Financial Freedom, LLC 0.80% Reduce -36.1% 7,193 $1.7M
Genesis Financial Group, LLC 1.13% Add +3.3% 7,151 $1.7M
Simon Quick Advisors, LLC 0.07% No change 7,149 $1.7M
Graetz Wealth LLC 1.38% Add +28.5% 7,132 $1.7M
Fulton Bank, N.A. 0.05% Add +3.0% 7,104 $1.7M
Cibc World Market Inc. 0.00% Add +3.4% 6,981 $1.7M
Bank of Hawaii 0.08% Reduce -1.7% 6,971 $1.7M
1834 Investment Advisors Co. 0.19% Add +11.4% 6,927 $1.7M
Market Street Wealth Management Advisors LLC 0.24% Reduce -4.7% 6,903 $1.7M
Capital Squared Financial LLC 1.08% Add +2.8% 6,825 $1.7M
Evergreen Wealth Management, LLC 0.78% Reduce -0.3% 6,812 $1.7M
Nations Financial Group Inc, /Ia/ 0.08% Reduce -4.9% 6,797 $1.7M
Friday Financial 0.44% Reduce -0.0% 6,815 $1.7M
O'Connor Financial Group LLC 0.58% Reduce -17.4% 6,756 $1.6M
Fortis Capital Advisors, LLC 0.18% Reduce -0.1% 6,696 $1.6M
Aegis Wealth Management LLC 0.76% No change 6,690 $1.6M
Alesco Advisors, LLC, An ESL Co 0.04% Add +0.0% 6,644 $1.6M
Dravo Bay LLC 0.56% Reduce -4.5% 6,624 $1.6M
Mesirow Financial Investment Management, Inc. 0.03% Add +3.5% 6,624 $1.6M
Uptick Partners, LLC 0.25% Add +5.7% 6,606 $1.6M
Southland Equity Partners LLC 0.28% Reduce -4.3% 6,600 $1.6M
Ritholtz Wealth Management 0.02% Add +42.7% 6,542 $1.6M
Founders Grove Wealth Partners, LLC 0.32% Add +0.8% 6,524 $1.6M
Dynamic Financial Group 1.19% Reduce -0.2% 6,464 $1.6M
C M Bidwell & Associates Ltd. 0.64% Reduce -0.2% 6,420 $1.6M
Gotham Asset Management 0.00% Add +9.8% 6,418 $1.6M
Saxony Capital Management, LLC 0.71% Add +2.0% 6,413 $1.6M
Coastal Bridge Advisors, LLC 0.10% Add +7.7% 6,386 $1.6M
Retirement Planning Group, LLC / NY 0.84% Add +21.9% 6,374 $1.5M
Silverlake Wealth Management LLC 0.29% Add +10.2% 6,309 $1.5M
Arbor Investment Advisors, LLC 0.17% Add +0.3% 6,297 $1.5M
McNamara Financial Services, Inc. 0.26% Reduce -4.4% 6,266 $1.5M
Bruce G. Allen Investments, LLC 0.97% Add +2.1% 6,262 $1.5M
Parkwoods Wealth Partners, LLC 0.24% New 6,239 $1.5M
Sherman Wealth Management LLC 1.14% Add +3.2% 6,221 $1.5M
Precision Wealth Strategies, LLC 0.46% Reduce -3.3% 6,217 $1.5M
Prairie Advisory, LLC 0.36% — 6,212 $1.5M
Wellington Management Group LLP 0.00% No change 6,197 $1.5M
One Day In July LLC 0.10% Reduce -14.4% 6,195 $1.5M
Cadent Capital Advisors, LLC 0.31% Reduce -0.7% 6,135 $1.5M
Weitzel Financial Services, Inc. 0.51% Reduce -7.1% 6,144 $1.5M
IFG Advisory, LLC 0.05% Add +7184.5% 6,119 $1.5M
Condor Capital Management 0.11% Reduce -2.0% 6,118 $1.5M
Painted Porch Advisors LLC 0.65% Add +1.6% 6,118 $1.5M
Revisor Wealth Management LLC 0.36% Add +2.0% 6,115 $1.5M
Trilogy Capital Inc. 0.06% Reduce -17.7% 6,115 $1.5M
VSM Wealth Advisory, LLC 0.39% Add +1.2% 6,105 $1.5M
Franklin Resources Inc. 0.00% Add +63.9% 6,102 $1.5M
WESCAP Management Group, Inc. 0.28% No change 6,088 $1.5M
Three Arch Wealth Management LLC 0.23% Add +0.3% 6,081 $1.5M
Stembrook Asset Management, LLC 1.27% Reduce -4.8% 6,047 $1.5M
Dynamic Advisor Solutions LLC 0.04% Reduce -7.9% 6,022 $1.5M
Planning Directions Inc. 0.68% Reduce -2.3% 5,999 $1.5M
United Advisor Group, LLC 0.15% Add +2.1% 5,972 $1.5M
Meridian Financial Advisors, LLC 0.70% Reduce -0.3% 5,969 $1.5M
Bluedoor Private Wealth, LLC 0.61% Reduce -14.4% 5,953 $1.4M
WealthCare Investment Partners, LLC 0.35% Reduce -9.8% 5,944 $1.4M
Clear Point Advisors Inc. 1.27% New 5,892 $1.4M
Flputnam Investment Management Co. 0.02% Reduce -5.4% 5,873 $1.4M
Certified Advisory Corp 0.11% Reduce -2.0% 5,857 $1.4M
Maridea Wealth Management LLC 0.15% Add +4.8% 5,798 $1.4M
Baldwin Investment Management, LLC 0.13% Add +21.5% 5,715 $1.4M
ProVise Management Group, LLC 0.09% Reduce -3.7% 5,713 $1.4M
Insight Advisors, LLC/ PA 0.24% Reduce -1.1% 5,694 $1.4M
ARK & TLK Investments, LLC 0.34% Reduce -1.1% 5,693 $1.4M
Signal Advisors Wealth, LLC 0.07% Add +61.5% 5,682 $1.4M
Eagle Harbor Asset Management Inc. 1.08% Reduce -4.1% 5,669 $1.4M
Indivisible Partners 0.08% Reduce -3.3% 5,617 $1.4M
Chatham Capital Group, Inc. 0.17% No change 5,589 $1.4M
Robertson Stephens Wealth Management, LLC 0.03% Reduce -5.3% 5,565 $1.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -53.0% 5,551 $1.3M
Pekin Hardy Strauss, Inc. 0.12% Reduce -0.8% 5,503 $1.3M
Gladstone Institutional Advisory LLC 0.04% Add +14.3% 5,493 $1.3M
Cooksen Wealth, LLC 0.84% Reduce -9.1% 5,492 $1.3M
Lynx Investment Advisory 0.43% Add +326.2% 5,438 $1.3M
Maimon Wealth Management LTD. 1.01% Add +1.4% 5,409 $1.3M
Clark Asset Management, LLC 0.10% Add +43.4% 5,386 $1.3M
JT Stratford LLC 0.14% Add +2.8% 5,384 $1.3M
TruNorth Capital Management, LLC 0.21% No change 5,382 $1.3M
Pacific Sun Financial Corp 0.54% Reduce -10.3% 5,376 $1.3M
High Net Worth Advisory Group LLC 0.28% Add +0.2% 5,354 $1.3M
GHP Investment Advisors, Inc. 0.05% Reduce -2.5% 5,345 $1.3M
Mascagni Wealth Management, Inc. 0.80% Reduce -5.5% 5,321 $1.3M
Cambridge Capital Management, LLC 0.49% Reduce -1.1% 5,309 $1.3M
MJT & Associates Financial Advisory Group, Inc. 0.85% Reduce -0.9% 5,295 $1.3M
Meritas Wealth Management, LLC 0.50% Add +0.1% 5,283 $1.3M
Investor's Fiduciary Advisor Network, LLC 0.44% Reduce -16.8% 5,279 $1.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.06% Reduce -30.1% 5,273 $1.3M
Iron Gate Global Advisors LLC 0.12% Reduce -0.3% 5,262 $1.3M
Strategic Financial Partners, Ltd. 0.48% Add +0.2% 5,211 $1.3M
First National Bank of Mount Dora, Trust Investment Services 0.25% No change 5,196 $1.3M
Strategic Financial Group, LLC 1.21% Reduce -1.2% 5,193 $1.3M
Capital Analysts, LLC 0.03% Reduce -24.4% 5,188 $1.3M
Moisand Fitzgerald Tamayo, LLC 0.12% Add +0.0% 5,173 $1.3M
BKM Wealth Management, LLC 0.44% Reduce -23.0% 5,149 $1.3M
Wedbush Securities Inc. 0.03% Add +1.4% 5,142 $1.2M
Community Financial Services Group, LLC 0.18% Reduce -13.3% 5,097 $1.2M
Archer Investment Corp 0.24% Add +2.4% 5,091 $1.2M
John A. Wolfe & Associates, Inc. 1.69% Reduce -2.4% 5,050 $1.2M
Hoge Financial Services, LLC 0.59% Reduce -0.3% 5,048 $1.2M
King Wealth Management Group 0.13% Reduce -1.2% 5,032 $1.2M
Independent Wealth Advisors LLC 1.10% Reduce -9.7% 5,013 $1.2M
Nuveen, LLC 0.00% New 5,000 $1.2M
Visionary Wealth Advisors 0.05% Reduce -0.3% 4,989 $1.2M
Legacy Edge Advisors, LLC 0.11% No change 4,988 $1.2M
NBT Bank, N.A. 0.08% Reduce -84.0% 4,971 $1.2M
American Financial Advisors, LLC 0.15% Add +5.9% 4,966 $1.2M
Caprock Group, LLC 0.02% Reduce -4.9% 4,956 $1.2M
Empower Advisory Group, LLC 0.00% Reduce -1.4% 4,956 $1.2M
Blue Trust, Inc. 0.01% Reduce -23.4% 4,940 $1.2M
Bridge Generations Wealth Management LLC 0.61% No change 4,925 $1.2M
LexAurum Advisors, LLC 0.14% Add +20.3% 4,914 $1.2M
Compass Financial Group, INC 0.14% Reduce -11.0% 4,908 $1.2M
Main Street Financial Solutions, LLC 0.08% Reduce -0.4% 4,907 $1.2M
Resurgent Financial Advisors LLC 0.33% Reduce -6.5% 4,901 $1.2M
Asset Dedication, LLC 0.07% Add +17.4% 4,900 $1.2M
RFP Financial Group LLC 0.53% No change 4,880 $1.2M
Ritter Daniher Financial Advisory LLC / DE 0.18% Reduce -0.8% 4,880 $1.2M
Signaturefd, LLC 0.02% Add +4.5% 4,852 $1.2M
McClarren Financial Advisors, Inc. 0.61% Reduce -3.3% 4,825 $1.2M
Texas Bank & Trust Co 0.38% Reduce -1.5% 4,817 $1.2M
Markowski Investments 0.26% — 4,802 $1.2M
Two Sigma Securities, LLC 0.10% New 4,784 $1.2M
Asempa Wealth Advisors 0.89% Add +0.2% 4,781 $1.2M
Transcend Capital Advisors, LLC 0.08% Add +0.0% 4,772 $1.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Add +0.4% 4,766 $1.2M
Beacon Financial Advisory LLC 0.23% Add +3.0% 4,746 $1.2M
Providence Capital Advisors, LLC 0.17% No change 4,698 $1.1M
Sagace Wealth Management LLC 0.72% Reduce -0.2% 4,690 $1.1M
Greenwood Gearhart LLC 0.05% Add +51.8% 4,690 $1.1M
Aire Advisors, LLC 0.18% Reduce -2.3% 4,667 $1.1M
Ballast Financial Advisors LLC 1.02% Reduce -6.2% 4,619 $1.1M
Acorn Financial Advisory Services Inc. 0.15% Reduce -4.3% 4,616 $1.1M
Petix & Botte Co 0.23% Add +71.6% 4,608 $1.1M
Silver Oak Advisory Group, Inc. 0.44% Reduce -1.7% 4,565 $1.1M
Level Financial Advisors 0.25% Reduce -1.2% 4,553 $1.1M
Battery Global Advisors, LLC 0.55% No change 4,545 $1.1M
CVA Family Office, LLC 0.10% Reduce -12.4% 4,540 $1.1M
Nicolet Bankshares Inc. 0.03% Add +14.1% 4,492 $1.1M
Octavia Wealth Advisors, LLC 0.09% Reduce -2.4% 4,493 $1.1M
Oppenheimer & Co. Inc. 0.01% Add +10.4% 4,491 $1.1M
Financial Alternatives, Inc 0.54% No change 4,489 $1.1M
HFG Advisors, Inc. 0.68% No change 4,481 $1.1M
Wealth Alliance, LLC 0.09% Reduce -20.7% 4,463 $1.1M
Prospera Capital Management, LLC 0.34% Add +0.8% 4,454 $1.1M
Summit Wealth Group LLC / Co. 0.09% Add +8.1% 4,458 $1.1M
Cpwa, LLC 1.24% Reduce -1.2% 4,387 $1.1M
Rooted Wealth Advisors, Inc. 0.26% Add +16.1% 4,386 $1.1M
Canal Capital Management, LLC 0.13% No change 4,382 $1.1M
Conrad Siegel Investment Advisors, Inc. 0.17% Reduce -0.2% 4,380 $1.1M
Keb Asset Management, LLC 0.17% Reduce -2.3% 4,374 $1.1M
Graves Light Lenhart Wealth, Inc. 0.10% Add +0.1% 4,366 $1.1M
Yukon Wealth Management, Inc. 0.30% Add +41.4% 4,347 $1.1M
Mezzasalma Advisors, LLC 0.21% Add +2.2% 4,340 $1.1M
IFG Advisors, LLC 0.15% Add +0.1% 4,337 $1.1M
Western Wealth Management, LLC 0.03% Reduce -3.1% 4,337 $1.1M
Dopkins Wealth Management, LLC 0.38% No change 4,326 $1.1M
City Holding Co. 0.12% Add +11.3% 4,321 $1.0M
Accretive Wealth Partners, LLC 0.26% Reduce -2.6% 4,319 $1.0M
SVRN Asset Management, LLC 0.54% No change 4,296 $1.0M
Caitlin John, LLC 0.57% Add +1.2% 4,268 $1.0M
Principal Financial Group Inc. 0.00% Add +178.0% 4,267 $1.0M
Marion Wealth Management 0.21% No change 4,261 $1.0M
Csenge Advisory Group 0.04% Reduce -8.3% 4,217 $1.0M
Manske Wealth Management 0.25% Add +71.9% 4,211 $1.0M
Townsend Asset Management Corp. /NC/ 0.33% Add +38.1% 4,196 $1.0M
Becker Capital Management Inc. 0.03% Reduce -1.1% 4,192 $1.0M
Schwallier Wealth Management LLC 0.64% Reduce -3.2% 4,192 $1.0M
Bishop & Co Investment Management, LLC 0.31% Reduce -2.5% 4,164 $1.0M
Grange Capital, LLC 0.93% Reduce -8.6% 4,158 $1.0M
Vannoy Advisory Group, Inc. 0.57% Reduce -1.7% 4,152 $1.0M
Founders Financial Securities LLC 0.05% Reduce -5.5% 4,151 $1.0M
Burns Matteson Capital Management, LLC 0.32% Reduce -7.9% 4,129 $1.0M
RS Crum Inc. 0.19% No change 4,112 $999K
Jacobi Capital Management LLC 0.05% Reduce -3.3% 4,108 $998K
Fermata Advisors, LLC 0.20% Reduce -4.5% 4,100 $996K
J. Derek Lewis & Associates Inc. 0.19% Add +0.1% 4,089 $994K
QRG Capital Management, Inc. 0.01% Add +9.2% 4,079 $991K
Disciplined Investments, LLC 0.32% Reduce -0.1% 4,074 $990K
Winebrenner Capital Management LLC 0.60% Add +0.1% 4,054 $985K
Wealth Preservation Advisors, LLC 0.56% Add +5.8% 4,051 $984K
Madison Wealth Partners, Inc 0.13% Reduce -5.9% 4,051 $984K
TCI Wealth Advisors, Inc. 0.04% Add +34.2% 4,045 $983K
LPWM LLC 0.22% No change 4,027 $978K
Fearless Solutions, LLC dba Best Invest 0.51% Reduce -2.2% 3,999 $972K
Horizon Investment Services, LLC 0.27% Add +0.2% 3,990 $970K
Kapstone Financial Advisors LLC 0.40% Reduce -2.4% 3,980 $967K
Smithfield Trust Co 0.04% Reduce -0.0% 3,974 $966K
Daymark Wealth Partners, LLC 0.02% Add +145.3% 3,972 $965K
MidAtlantic Capital Management, Inc. 0.60% Reduce -27.6% 3,963 $963K
Embree Financial Group 0.10% Add +0.1% 3,954 $961K
Larson Financial Group LLC 0.03% Add +6.6% 3,941 $958K
Balefire, LLC 0.16% Reduce -4.3% 3,939 $957K
American Money Management, LLC 0.14% Reduce -0.9% 3,916 $952K
Freestone Capital Holdings, LLC 0.02% Add +1.1% 3,902 $948K
Fonville Wealth Management LLC 0.15% Add +2.0% 3,891 $946K
Willner & Heller, LLC 0.59% Add +0.4% 3,887 $945K
Spinnaker Investment Group, LLC 0.15% Reduce -5.6% 3,886 $944K
Canandaigua National Bank & Trust Co. 0.08% — 3,876 $942K
Annis Gardner Whiting Capital Advisors, LLC 0.14% Reduce -5.4% 3,851 $936K
Magnolia Capital Advisors LLC 0.16% Reduce -1.0% 3,844 $934K
One Capital Management, LLC 0.03% No change 4,298 $934K
Spirepoint Private Client, LLC 0.08% Add +12.2% 3,826 $930K
Rossby Financial, LCC 0.17% Reduce -0.3% 3,797 $923K
Berkeley, Inc 0.29% Reduce -2.7% 3,793 $922K
Caldwell Trust Co 0.07% Add +5.2% 3,783 $919K
Soltis Investment Advisors LLC 0.05% Reduce -18.3% 3,777 $918K
Glassman Wealth Services 0.11% Add +0.0% 3,777 $918K
Quantum Financial Advisors, LLC 0.09% Reduce -0.3% 3,764 $915K
Kovack Advisors, Inc. 0.04% Add +7.8% 3,762 $914K
Lake Street Private Wealth, LLC 0.10% Add +0.0% 3,750 $911K
Envision Financial Planning, LLC 0.29% Reduce -6.3% 3,726 $905K
Westhampton Capital, LLC 0.37% Reduce -0.5% 3,710 $901K
McDonald Partners LLC 0.22% Add +2.5% 3,695 $898K
Sightline Wealth Advisors, LLC 0.33% Add +0.1% 3,692 $897K
LightSquare Wealth Management, LLC 0.62% Reduce -9.9% 3,691 $897K
Anchor Investment Management, LLC 0.07% Reduce -12.2% 3,668 $891K
KDT Advisors, LLC 1.23% No change 3,650 $887K
Bestgate Wealth Advisors, LLC 1.40% Reduce -19.5% 3,617 $879K
Armbruster Capital Management, Inc. 0.13% No change 3,614 $878K
Goelzer Investment Management, Inc. 0.04% Reduce -11.8% 3,605 $876K
Citizens Financial Group Inc. 0.01% Reduce -13.5% 3,601 $875K
Medallion Wealth Advisors, LLC 0.28% Reduce -3.7% 3,600 $875K
Physician Wealth Advisors, Inc. 0.10% Add +0.0% 3,590 $872K
Chesley Taft & Associates LLC 0.03% No change 3,587 $872K
Life Planning Partners, Inc 0.64% Reduce -3.0% 3,557 $864K
Arrowroot Family Office, LLC 0.25% Reduce -0.1% 3,551 $863K
BCS Wealth Management 0.15% Reduce -0.3% 3,536 $859K
Mayfair Advisory Group, LLC 0.26% Reduce -4.4% 3,506 $856K
TD Waterhouse Canada Inc. 0.00% No change 3,513 $853K
Agate Pass Investment Management, LLC 0.31% No change 3,503 $851K
Keeler & Nadler Financial Planning & Wealth Management 0.24% Add +0.3% 3,494 $849K
Greykasell Wealth Strategies, Inc. 0.31% Add +0.1% 3,481 $846K
Libra Wealth LLC 0.22% No change 3,479 $845K
Elm Partners Management LLC 0.03% Reduce -0.6% 3,450 $838K
Prospect Financial Services LLC 0.42% Add +69.3% 3,446 $837K
truNorth Financial Services, Inc. 0.75% Reduce -7.9% 3,430 $833K
Bedel Financial Consulting, Inc. 0.08% Add +0.5% 3,372 $819K
GLR Partners, LLC 0.38% Reduce -4.0% 3,352 $815K
First National Bank of Omaha 0.02% No change 3,324 $808K
MorganRosel Wealth Management, LLC 0.27% Add +12.8% 3,317 $806K
Abbot Financial Management, Inc. 0.30% Add +1.5% 3,314 $805K
Koenig Investment Advisory, LLC 0.63% Reduce -15.5% 3,312 $805K
Rockwood Wealth Management, LLC 0.05% Add +1.2% 3,310 $804K
Canvas Wealth Advisors, LLC 0.11% Reduce -3.7% 3,308 $804K
Atlantic Union Bankshares Corp 0.01% Add +7.3% 3,304 $803K
Sage Investment Counsel LLC 0.80% Add +1.8% 3,293 $800K
Parcion Private Wealth LLC 0.04% Reduce -3.7% 3,293 $800K
StoneX Group Inc. 0.03% Reduce -8.8% 3,277 $797K
OFS Enterprise LLC 0.20% Reduce -0.1% 3,280 $797K
Wilmington Savings Fund Society, FSB 0.02% Reduce -2.9% 3,264 $793K
Astoria Portfolio Advisors LLC. 0.13% New 3,249 $790K
Wescott Financial Advisory Group, LLC 0.06% Reduce -5.8% 3,239 $787K
Snowden Capital Advisors LLC 0.02% Reduce -0.9% 3,230 $785K
AlTi Global, Inc. 0.02% Add +0.0% 3,226 $784K
Astra Wealth Partners LLC 0.44% Add +1.3% 3,222 $783K
Kathmere Capital Management, LLC 0.04% Add +23.8% 3,190 $775K
Orion Porfolio Solutions, LLC 0.01% Reduce -22.8% 3,172 $771K
Resolute Advisors LLC 0.18% Add +0.5% 3,158 $767K
Stage Harbor Financial, LLC 0.44% Reduce -4.5% 3,156 $767K
Unconventional Investor, LLC 0.32% Add +0.5% 3,148 $765K
Wealth Management Nebraska 0.07% Add +4.2% 3,142 $763K
Pacific Park Financial, Inc. 0.44% Add +66.1% 3,135 $762K
Busey Bank 0.02% Reduce -0.4% 3,127 $760K
Evergreen Capital Management LLC 0.01% Reduce -4.9% 3,121 $758K
Pointe Capital Management LLC 0.34% Add +1.2% 3,111 $756K
Downshift Financial, LLC 0.34% Add +0.3% 3,106 $755K
LJI Wealth Management, LLC 0.11% Add +2.1% 3,103 $754K
Tennessee Valley Asset Management Partners 0.08% Add +0.8% 3,103 $754K
Flagship Harbor Advisors, LLC 0.03% Add +0.2% 3,090 $751K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -62.7% 3,087 $750K
Newman Dignan & Sheerar, Inc. 0.14% Reduce -13.9% 3,084 $749K
Calton & Associates, Inc. 0.11% Reduce -0.4% 3,079 $748K
Nikulski Financial, Inc. 0.16% Add +0.8% 3,077 $748K
Traynor Capital Management, Inc. 0.04% Reduce -3.2% 3,065 $745K
Integrity Advisory Solutions, LLC 0.08% Add +11.5% 3,055 $743K
Legacies Wealth LLC 0.40% No change 3,036 $738K
First Trust Advisors LP 0.00% Reduce -92.5% 3,033 $737K
Brandes Investment Partners, LP 0.01% Reduce -62.9% 3,028 $736K
Aptus Capital Advisors, LLC 0.01% Reduce -13.9% 3,027 $736K
Merited Wealth, LLC 0.52% Reduce -5.2% 3,024 $735K
Beckerman Institutional, LLC 0.35% No change 3,024 $735K
Avant Financial Advisors LLC 0.46% No change 3,018 $733K
Droms Strauss Advisors Inc. /Mo/ 0.17% Add +0.1% 3,014 $732K
Woodside Wealth Management LLC 0.51% No change 3,009 $731K
National Bank of Canada 0.00% Add +2.9% 3,008 $730K
Weik Capital Management 0.28% No change 3,000 $729K
Centaurus Financial, Inc. 0.03% Reduce -0.9% 2,966 $721K
Roble, Belko & Company, Inc 0.08% Add +0.2% 2,963 $720K
RHS Financial, LLC 0.29% No change 2,942 $715K
Elevated Financial Group LLC 0.20% Reduce -2.7% 2,941 $715K
Compass Capital Corp. /Ma/ 0.23% Reduce -5.4% 2,856 $713K
Community Bank, N.A. 0.08% Add +0.8% 2,928 $711K
Comprehensive Money Management Services LLC 0.45% Add +0.9% 2,923 $710K
K2 Financial Inc. 0.50% Reduce -1.3% 2,916 $710K
Fifth Third Wealth Advisors LLC 0.02% Reduce -11.7% 2,911 $707K
West Branch Capital LLC 0.16% Reduce -19.7% 2,907 $706K
Gibson Capital, LLC 0.12% Reduce -0.1% 2,896 $704K
Pennington Partners & Co., LLC 0.22% Add +6.6% 2,889 $702K
Cozad Asset Management Inc. 0.05% Add +0.4% 2,886 $701K
Anderson Hoagland & Co. 0.05% No change 2,881 $700K
Valmark Advisers, Inc. 0.01% Add +20.6% 2,880 $700K
Eagle Rock Investment Company, LLC 0.09% Reduce -4.9% 2,878 $699K
FSM Wealth Advisors, LLC 0.07% Add +0.2% 2,876 $699K
ERn Financial, LLC 0.12% No change 2,869 $697K
Provident Living Financial Services, Inc. 0.69% Reduce -1.3% 2,865 $696K
Continuum Advisory, LLC 0.06% Reduce -11.1% 2,859 $695K
American Trust 0.05% Reduce -7.5% 2,850 $692K
Centurion Wealth Management LLC 0.17% Reduce -0.3% 2,847 $692K
Trailhead Planners LLC 0.66% New 2,821 $685K
Godsey & Gibb, Inc. 0.06% No change 2,816 $684K
Perennial Investment Advisors, LLC 0.05% Reduce -12.3% 2,811 $683K
FWG Investments, LLC. 0.36% Reduce -0.2% 2,803 $681K
Essential Planning, LLC. 0.19% Reduce -13.6% 2,801 $681K
Exchange Bank 0.42% Add +21.7% 2,791 $678K
Hoxton Planning & Management, LLC 0.18% Reduce -1.3% 2,791 $678K
Empirical Asset Management, LLC 0.15% No change 2,765 $672K
Russell Investments Group, Ltd. 0.00% Reduce -5.3% 2,755 $670K
Investmark Advisory Group LLC 0.25% Reduce -2.6% 2,747 $667K
USAdvisors Wealth Management, LLC 0.19% Reduce -57.9% 2,742 $666K
Avant Capital LLC 0.42% Reduce -0.7% 2,737 $665K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -8.1% 2,734 $664K
Aviso Wealth Management 0.23% Add +1.8% 2,733 $664K
Diversified Trust Co. 0.01% Add +3.1% 2,721 $661K
Windsor Advisory Group, LLC 0.48% No change 2,720 $661K
Foundations Investment Advisors, LLC 0.01% Add +3.9% 2,719 $661K
Pinnacle Bancorp, Inc. 0.17% Add +9.8% 2,711 $659K
TFO Wealth Partners, LLC 0.07% Add +3.6% 2,705 $657K
Strathmore Capital Advisors, Inc. 0.18% No change 2,674 $651K
Cassady Wealth & Retirement Planning, LLC 0.30% Reduce -0.3% 2,675 $650K
Fiduciary Trust Co 0.01% Reduce -1.5% 2,674 $650K
Integrated Wealthcare, LLC 0.48% Reduce -0.1% 2,663 $647K
Tyche Wealth Partners LLC 0.09% Add +0.5% 2,660 $646K
Greenline Partners, LLC 0.07% No change 2,660 $646K
Frederick Financial Consultants, LLC 0.27% Reduce -1.9% 2,650 $644K
Systematic Financial Management LP 0.01% Add +993.8% 2,647 $643K
WoodTrust Financial Corp 0.08% Add +0.3% 2,647 $643K
Coppell Advisory Solutions LLC 0.05% New 4,511 $643K
Harpswell Capital Advisors, LLC 0.41% Reduce -57.0% 2,636 $641K
Glenview Trust Co 0.01% Reduce -7.9% 2,635 $640K
Private Trust Co. NA 0.05% Reduce -0.5% 2,625 $638K
Lakewood Asset Management LLC 0.35% Reduce -5.9% 2,613 $635K
Hexagon Capital Partners LLC 0.09% Reduce -0.9% 2,608 $634K
Tactive Advisors, LLC 0.16% Reduce -3.5% 2,603 $633K
UNIVEST FINANCIAL Corp 0.03% Reduce -1.2% 2,603 $632K
Stonebridge Financial Planning Group, LLC 0.20% Reduce -3.7% 2,596 $631K
Smith Thornton Advisors LLC 0.28% No change 2,602 $629K
SageView Advisory Group, LLC 0.02% Reduce -11.3% 2,583 $628K
Washington Trust Advisors, Inc. 0.05% Add +26.9% 2,567 $624K
Gilpin Wealth Management, LLC 0.43% Reduce -0.8% 2,553 $620K
Quarry Hill Advisors, LLC 0.24% No change 2,550 $620K
Guardian Wealth Management, Inc. 0.30% Add +1.8% 2,547 $619K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -25.8% 2,544 $618K
Selective Wealth Management, Inc. 0.16% No change 2,531 $618K
Three Bearings Fiduciary Advisors, Inc. 0.55% Reduce -2.9% 2,539 $617K
G&S Capital LLC 0.18% New 2,536 $616K
Root Financial Partners, LLC 0.02% Add +17.5% 2,536 $616K
Highview Capital Management LLC 0.18% New 2,531 $615K
Apollon Financial, LLC 0.07% Reduce -5.6% 2,527 $614K
Woodmont Investment Counsel LLC 0.03% No change 2,522 $613K
Axis Wealth Partners, LLC 0.29% Reduce -4.4% 2,512 $610K
Leo H. Evart, Inc. 0.48% Add +0.6% 2,506 $609K
McMill Wealth Management 0.15% Reduce -1.1% 2,492 $606K
Family Investment Center, Inc. 0.10% Add +0.3% 2,486 $604K
Prosperity Consulting Group, LLC 0.02% Add +0.7% 2,472 $601K
DeLarme Wealth Management, Inc. 0.35% No change 2,464 $599K
HighPoint Advisor Group LLC 0.02% Add +1.1% 2,459 $598K
Precedent Wealth Partners, LLC 0.10% Add +0.8% 2,437 $592K
Fidelis Capital Partners, LLC 0.03% Add +8.3% 2,433 $591K
Principia Wealth Advisory, LLC 0.30% Reduce -11.0% 2,432 $591K
Sovran Advisors, LLC 0.04% Add +83.4% 2,371 $588K
BLB&B Advisors, LLC 0.02% Reduce -12.8% 2,421 $588K
Triumph Capital Management 0.11% Reduce -14.5% 2,410 $586K
NorthStar Asset Management LLC 0.13% Add +2.9% 2,409 $585K
Collaborative Wealth Managment Inc. 0.25% Reduce -7.7% 2,406 $585K
Burling Wealth Partners, LLC 0.09% Add +5.1% 2,406 $585K
Cascade Financial Partners, LLC 0.05% No change 2,404 $584K
Key Client Fiduciary Advisors, LLC 0.17% Reduce -2.6% 2,402 $584K
Dorsey & Whitney Trust CO LLC 0.03% Reduce -0.8% 2,399 $583K
Rinkey Investments 0.14% No change 2,392 $581K
Tsfg, LLC 0.07% Reduce -0.3% 2,392 $581K
Accredited Investors Inc. 0.03% Add +20.2% 2,383 $579K
Maseco LLP 0.02% Add +154.5% 2,382 $579K
Dearborn Partners LLC 0.03% Add +7.2% 2,381 $579K
Manuka Financial, LLC 0.30% No change 2,380 $578K
Atticus Wealth Management, LLC 0.14% Reduce -3.2% 2,380 $578K
Cypress Point Wealth Management, LLC 0.12% Reduce -48.9% 2,379 $578K
Orleans Capital Management Corp. 0.30% No change 2,373 $577K
Narus Financial Partners, LLC 0.15% Add +5.4% 2,366 $575K
First National Bank Sioux Falls 0.16% No change 2,514 $574K
Magnolia Private Wealth, LLC 0.31% Reduce -19.8% 2,357 $573K
Lodestone Wealth Management LLC 0.20% No change 2,355 $572K
Laird Norton Wetherby Trust Company, LLC 0.01% Add +39.6% 2,353 $572K
Legacy Private Trust Co. 0.03% Reduce -0.7% 2,351 $571K
Envestnet Portfolio Solutions, Inc. 0.00% Add +6.5% 2,344 $570K
Kastel Capital Advisors, LLC 0.36% Add +0.0% 2,620 $569K
Roffman Miller Associates Inc. 0.03% Add +0.0% 2,336 $568K
Camelot Technology Advisors, Inc. 0.39% Add +0.1% 2,333 $567K
Angeles Wealth Management, LLC 0.03% Add +147.1% 2,323 $564K
Montag A & Associates Inc. 0.02% No change 2,311 $562K
Staley Capital Advisers Inc. 0.02% No change 2,311 $562K
Hardin Capital Partners, LLC 0.26% Add +2.0% 2,301 $560K
West Financial Advisors, LLC 0.09% No change 2,303 $560K
Red Wave Investments LLC 0.14% Reduce -6.3% 2,300 $559K
Galvin, Gaustad & Stein, LLC 0.04% Reduce -16.4% 2,299 $559K
Confluence Wealth Services, Inc. 0.02% Add +14.5% 2,283 $555K
Landmark Wealth Management, LLC 0.13% Reduce -4.6% 2,264 $550K
Fort Sheridan Advisors LLC 0.06% Reduce -5.1% 2,264 $550K
Evermay Wealth Management LLC 0.06% Reduce -20.6% 2,263 $550K
AIMZ Investment Advisors, LLC 0.15% Reduce -1.7% 2,260 $549K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.06% Add +14.6% 2,241 $545K
Fidelity D & D Bancorp Inc. 0.19% No change 2,239 $544K
KMG Fiduciary Partners, LLC 0.05% Add +30.3% 2,235 $543K
Fisher Asset Management 0.00% Add +33.6% 2,222 $540K
Blom & Howell Financial Planning, Inc. 0.45% Reduce -25.5% 2,216 $538K
IPG Investment Advisors LLC 0.08% No change 2,211 $537K
Coastwise Capital Group, LLC 0.31% Add +0.3% 2,204 $536K
Bearing Point Capital, LLC 0.07% No change 2,200 $535K
Round Rock Advisors LLC 0.07% Reduce -4.8% 2,199 $534K
Bryn Mawr Trust Advisors, LLC 0.02% Reduce -2.8% 2,197 $534K
Murphy & Mullick Capital Management Corp 0.33% Reduce -2.6% 2,191 $532K
Arbor Trust Wealth Advisors, LLC 0.21% Reduce -20.0% 2,190 $532K
Versant Capital Management, Inc 0.05% Reduce -0.3% 2,180 $530K
Align Financial, LLC 0.26% No change 2,178 $529K
SBI Securities Co., Ltd. 0.01% Reduce -0.1% 2,170 $527K
Bell Investment Advisors, Inc 0.08% Add +0.7% 2,169 $527K
Essential Partners LLC 0.24% Add +24.9% 2,164 $526K
Silvercrest Asset Management Group LLC 0.00% Reduce -19.2% 2,156 $524K
Silver Oak Securities, Incorporated 0.03% Reduce -16.2% 2,151 $523K
Taylor & Morgan Wealth Management, LLC 0.26% Reduce -7.1% 2,147 $522K
Ariadne Wealth Management, LP 0.23% No change 2,145 $521K
Dimension Capital Management LLC 0.06% Reduce -0.4% 2,145 $521K
JMN Financial LLC 0.40% Add +3.3% 2,141 $520K
Paulson Wealth Management Inc. 0.11% Reduce -3.6% 2,141 $520K
GTS Securities LLC 0.01% New 2,137 $519K
Dominguez Wealth Management Solutions, Inc. 0.29% Add +1.2% 2,131 $518K
Pettyjohn, Wood & White, Inc. 0.07% No change 2,120 $515K
Aureus Asset Management, LLC 0.03% Add +29.0% 2,117 $514K
Range Advisory, LLC 0.06% Add +17.9% 2,117 $514K
Capital Investment Advisors, LLC 0.01% Add +5.0% 2,109 $513K
Nottingham Advisors, Inc. 0.06% Add +0.1% 2,116 $512K
Doliver Advisors, LP 0.12% Reduce -4.5% 2,108 $512K
Security National Bank of So Dak 0.24% Add +6.2% 2,107 $512K
Pinnacle Associates Ltd. 0.01% Reduce -15.6% 2,103 $511K
Iowa State Bank 0.09% No change 2,099 $510K
Capital Investment Advisory Services, LLC 0.03% Add +0.1% 2,097 $509K
Copia Wealth Management 0.31% Add +1.8% 2,092 $508K
Barnes Pettey Financial Advisors, LLC 0.16% Add +1.1% 2,080 $505K
Greenhouse Wealth Management, LLC 0.36% Reduce -86.4% 2,080 $505K
Pension & Wealth Management Advisors, Inc. 0.14% Add +0.4% 2,070 $503K
Lodestar Private Asset Management LLC 0.04% Add +3.7% 2,069 $503K
Financial Futures Ltd Liability Co. 0.19% Reduce -0.3% 2,060 $501K
GreatBanc Trust CO 0.31% Reduce -14.4% 2,045 $497K
Provident Wealth Management, LLC 0.13% Add +2.3% 2,035 $494K
Compass Capital Management, Inc. 0.03% No change 2,035 $494K
Murphy, Middleton, Hinkle & Parker, Inc. 0.20% No change 2,024 $492K
Ceera Investments, LLC 0.21% Reduce -3.4% 2,022 $491K
Villere St Denis J & Co. LLC 0.06% No change 2,022 $491K
Retirement Financial Solutions, LLC 0.12% Add +0.5% 2,022 $491K
Wilson & Boucher Capital Management, LLC 0.29% No change 2,021 $491K
Elevation Wealth Partners, LLC 0.15% Reduce -1.0% 2,019 $491K
Clark Capital Management Group, Inc. 0.00% Add +24.1% 2,014 $489K
Ballentine Capital Advisors, Inc 0.18% Reduce -0.7% 2,007 $488K
Bantamac Capital, LLC 0.34% No change 2,000 $486K
Rathbones Group PLC 0.00% No change 2,000 $486K
CoreCap Advisors, LLC 0.01% Add +0.1% 1,986 $483K
Verus Capital Partners, LLC 0.03% Reduce -82.8% 1,979 $481K
AssuredPartners Investment Advisors, LLC 0.05% New 1,979 $481K
South Shore Capital Advisors 0.32% No change 1,979 $481K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +0.1% 1,977 $480K
Tradewinds, LLC. 0.11% Add +1261.1% 17,626 $479K
Forum Financial Management, LP 0.01% Add +83.8% 1,970 $479K
Client 1ST Advisory Group, LLC 0.13% Add +1.1% 1,966 $478K
Gemmer Asset Management LLC 0.03% Add +0.2% 1,966 $478K
Hall Capital Management Co. Inc. 0.15% Reduce -67.2% 1,962 $477K
Adamsbrown Wealth Consultants LLC 0.09% No change 1,955 $475K
Walter & Keenan Wealth Management LLC /in/ 0.12% Add +0.4% 1,954 $475K
Carnegie Investment Counsel 0.01% Reduce -28.3% 1,951 $474K
Grand Wealth Management, LLC 0.20% Add +0.3% 1,951 $474K
Alliance Wealth Advisors, LLC 0.09% New 1,943 $472K
Investment Insight Wealth Management, LLC 0.41% Add +0.1% 1,941 $472K
Huntington National Bank 0.00% Reduce -1.1% 1,940 $471K
Summit Trail Advisors, LLC 0.01% Add +5.4% 1,937 $471K
Argentarii, LLC 0.14% Reduce -1.0% 1,879 $469K
National Wealth Management Group, LLC 0.14% Reduce -5.0% 1,926 $468K
CM Wealth Advisors LLC 0.08% No change 1,926 $468K
Kera Capital Partners, Inc. 0.04% New 1,923 $467K
HBK Sorce Advisory LLC 0.01% Add +2.4% 1,864 $466K
Brown Brothers Harriman & Co. 0.00% No change 1,912 $465K
Skyline Advisors, Inc. 0.15% No change 1,911 $464K
Winthrop Capital Management, LLC 0.11% Add +0.1% 1,910 $464K
Simplicity Wealth,LLC 0.02% Add +33.2% 1,904 $463K
Aspen Grove Capital, LLC 0.07% Add +0.1% 1,901 $462K
Rexford Capital Inc. 0.28% No change 1,900 $462K
Athena Investment Management 0.27% Reduce -5.0% 1,898 $461K
Rothschild Capital Partners, LLC 0.10% Add +50.8% 1,897 $461K
Chevy Chase Trust Holdings, LLC 0.00% New 1,896 $461K
SeedSafe Financial LLC 0.33% No change 1,893 $460K
Quadrant Capital Group LLC 0.01% Reduce -3.9% 1,887 $459K
SeaCrest Wealth Management, LLC 0.05% No change 1,873 $455K
Ridgewood Investments LLC 0.17% No change 1,861 $452K
Bogart Wealth, LLC 0.02% Add +124.4% 1,858 $451K
Twin Focus Capital Partners, LLC 0.05% Add +0.3% 1,855 $451K
Solutions 4 Wealth, Ltd 0.58% No change 1,841 $447K
CGC Financial Services, LLC 0.10% No change 1,841 $447K
Thayer Partners, LLC / MA 0.19% Add +0.2% 1,840 $447K
Investments & Financial Planning, LLC 0.21% Add +0.1% 1,840 $447K
Security National Bank of Sioux City Iowa 0.18% Add +57.5% 1,836 $446K
Evercore Wealth Management, LLC 0.01% No change 1,827 $444K
Next Level Private LLC 0.09% Add +0.4% 1,827 $444K
SteelPeak Wealth, LLC 0.01% Add +94.7% 1,824 $443K
Whittier Trust Co. of Nevada Inc. 0.01% No change 1,812 $439K
Cypress Wealth Services, LLC 0.05% Reduce -2.2% 1,804 $438K
First American Bank 0.02% New 1,793 $436K
Capital Advisors, Ltd. LLC 0.04% No change 1,791 $435K
Uptown Financial Advisors LLC 0.32% No change 1,788 $434K
TPG Advisors LLC 0.24% Add +4.8% 1,778 $432K
Carnegie Lake Advisors LLC 0.16% No change 1,775 $431K
NWF Advisory Services Inc. 0.04% No change 1,773 $431K
Van Diest Capital, LLC 0.39% Add +56.2% 1,771 $430K
Stewardship Advisors, LLC 0.09% Add +1.7% 1,769 $430K
Old North State Wealth Management, LLC 0.18% Reduce -3.4% 1,763 $429K
Drucker Wealth 3.0, LLC 0.07% Reduce -15.8% 1,765 $429K
Cutler Investment Counsel LLC 0.04% No change 1,763 $428K
Ethos Financial Group, LLC 0.03% Add +0.8% 1,748 $428K
Mb, Levis & Associates, LLC 0.16% Add +7.6% 1,759 $428K
Davis Investment Partners, LLC 0.13% New 1,759 $427K
Sterling Investment Counsel, LLC 0.10% Reduce -1.4% 1,757 $427K
Crusonia Wealth Advisors LLC 0.07% Add +9.5% 1,753 $426K
Dakota Wealth Management 0.01% Add +11.2% 1,746 $424K
Vista Capital Partners, Inc. 0.04% Reduce -0.2% 1,743 $424K
Berman McAleer LLC 0.05% Add +1.8% 1,736 $422K
Outbound Financial Inc 0.27% Add +12.5% 1,727 $420K
Cove Private Wealth, LLC 0.08% Reduce -0.9% 1,725 $419K
Sonoma Private Wealth LLC 0.45% Add +2.1% 1,719 $418K
PFG Investments, LLC 0.02% Add +0.7% 1,705 $414K
Verdence Capital Advisors LLC 0.02% Reduce -0.2% 1,702 $413K
Seed Wealth Management, Inc. 0.26% No change 1,700 $413K
New England Private Wealth Advisors LLC 0.04% Add +2.0% 1,691 $413K
Bradley & Co. Private Wealth Management, LLC 0.20% No change 1,695 $412K
Brightwater Advisory LLC 0.26% No change 1,688 $410K
MWA Asset Management 0.18% Reduce -6.5% 1,678 $408K
Summit Financial Strategies, Inc. 0.03% Reduce -7.1% 1,675 $407K
Connecticut Wealth Management, LLC 0.01% Add +58.5% 1,672 $406K
HSBC Holdings PLC 0.00% No change 1,670 $406K
Uhlmann Price Securities, LLC 0.02% Add +7.2% 1,666 $405K
BWM Planning, LLC 0.09% No change 1,655 $402K
Jag Capital Management, LLC 0.04% No change 1,655 $402K
Berger Financial Group, Inc 0.02% Add +3.4% 1,651 $401K
Semitam Bonam LLC 0.29% No change 1,630 $396K
Curated Wealth Partners LLC 0.05% Add +0.1% 1,629 $396K
Annandale Capital, LLC 0.06% No change 1,625 $395K
Patriot Financial Group Insurance Agency, LLC 0.04% Reduce -52.5% 1,621 $393K
Cambria Investment Management, L.P. 0.02% New 1,616 $393K
Gerber Kawasaki Wealth & Investment Management 0.01% Reduce -1.1% 1,604 $390K
New Hampshire Trust 0.07% Reduce -7.4% 1,596 $388K
AA Financial Advisors, LLC 0.05% Add +8.3% 1,593 $387K
Marco Investment Management LLC 0.03% No change 1,593 $387K
Guidance Capital, Inc. 0.08% Reduce -5.7% 1,575 $387K
1ST Source Bank 0.02% No change 1,583 $385K
Team Hewins, LLC 0.11% Add +13.8% 1,582 $384K
Vantage Point Financial LLC 0.12% Add +2.5% 1,573 $382K
Dala Group, LLC 0.31% Reduce -39.6% 1,572 $382K
North Capital, Inc. 0.29% Add +0.5% 1,571 $382K
Clear Creek Financial Management, LLC 0.02% Reduce -22.5% 1,571 $382K
Capasso Planning Partners LLC 0.19% Add +0.1% 1,569 $381K
Penobscot Wealth Management 0.10% Reduce -7.8% 1,565 $380K
Richmond Investment Services, LLC 0.12% Reduce -58.7% 1,558 $379K
Milestone Asset Management Group, LLC 0.19% Add +1.2% 1,552 $377K
Axim Planning & Wealth 0.53% Add +8.9% 1,548 $376K
Columbia Asset Management 0.07% Reduce -2.0% 1,541 $374K
Keystone Financial Group 0.02% Reduce -1.9% 1,539 $374K
Integrity Financial Corp 0.18% No change 1,536 $373K
Gilliland Jeter Wealth Management LLC 0.10% No change 1,536 $373K
Richard P Slaughter Associates Inc 0.07% Reduce -16.6% 1,531 $372K
Bonfire Financial 0.24% Add +3.1% 1,517 $369K
BCR Wealth Strategies, LLC 0.10% Reduce -20.9% 1,517 $368K
Eastern Bank 0.01% Reduce -4.7% 1,509 $367K
LWM Advisors Inc. 0.31% Reduce -2.5% 1,509 $367K
Curi Capital, LLC 0.01% Add +3.3% 1,504 $365K
My Personal CFO, LLC 0.14% Add +0.3% 1,504 $365K
Argent Advisors, Inc. 0.09% Reduce -11.8% 1,500 $364K
Vestia Personal Wealth Advisors 0.14% Add +0.3% 1,494 $363K
Invst, LLC 0.04% Reduce -20.4% 1,491 $362K
Synergy Asset Management, LLC 0.03% Reduce -27.9% 1,490 $362K
Net Worth Advisory Group 0.09% Reduce -71.2% 1,488 $362K
Pearl Planning LLC 0.17% Reduce -0.5% 1,483 $360K
Rehmann Capital Advisory Group 0.02% Add +0.3% 1,479 $360K
Solstein Capital, LLC 0.12% Add +0.4% 1,478 $359K
Keel Point, LLC 0.02% Reduce -0.2% 1,478 $359K
New Covenant Trust Company, N.A. 0.27% Reduce -1.5% 1,477 $359K
Thrive Wealth Management, LLC 0.05% Reduce -2.3% 1,470 $357K
Salus Financial Advisors, LLC 0.18% No change 1,468 $357K
Flagstar Securities, Inc. 0.11% Add +0.3% 1,465 $356K
Lazari Capital Management, Inc. 0.11% Add +0.5% 1,465 $356K
Melfa Wealth Management, Inc. 0.19% Reduce -14.1% 1,463 $355K
KDK Private Wealth Management, LLC 0.29% Reduce -2.0% 1,460 $355K
Ewa, LLC 0.06% Add +41.1% 1,458 $354K
Appleton Partners Inc. 0.02% Reduce -8.5% 1,456 $354K
Barlow Wealth Partners, LLC 0.04% No change 1,482 $354K
Performance Wealth Partners, LLC 0.01% Reduce -5.5% 1,455 $354K
Meredith Wealth Planning 0.08% No change 1,447 $352K
Altiora Financial Group, LLC 0.06% No change 1,441 $350K
Rothschild Investment LLC 0.01% Add +0.1% 1,439 $350K
Harbor Asset Planning, Inc. 0.26% Add +0.4% 1,438 $350K
Gambit Capital Management, LLC 0.20% Add +0.1% 1,434 $348K
Park Edge Advisors, LLC 0.07% No change 1,431 $348K
Roman Butler Fullerton & Co. 0.08% Add +0.1% 1,433 $346K
W.H. Cornerstone Investments Inc. 0.20% Add +0.3% 1,425 $346K
Procyon Advisors, LLC 0.01% Reduce -11.2% 1,424 $346K
Yoder Wealth Management, Inc. 0.14% Add +0.4% 1,423 $346K
Holland Advisory Services, Inc. 0.38% Add +0.1% 1,422 $346K
Accurate Wealth Management, LLC 0.03% Add +1.5% 1,425 $345K
Prudent Investors Network, Inc. 0.07% Add +8.0% 1,417 $344K
Amplius Wealth Advisors, LLC 0.03% Add +8.5% 1,413 $343K
Independent Wealth Network Inc. 0.09% Add +2.9% 1,406 $342K
Finward Bancorp 0.26% No change 1,406 $342K
Sage Financial Management Group, Inc. 0.09% Reduce -0.6% 1,406 $342K
Strategic Financial Services, Inc. 0.01% No change 1,405 $341K
Founders Financial Alliance, LLC 0.05% Add +3.3% 1,403 $341K
Wrapmanager Inc. 0.11% No change 1,396 $339K
SVB Wealth LLC 0.02% No change 1,390 $338K
Western Pacific Wealth Management, LP 0.30% No change 1,384 $336K
Milestone Investment Advisors LLC 0.07% No change 1,366 $332K
RFG - Bristol Wealth Advisors, LLC 0.08% Reduce -0.9% 1,363 $331K
Graney & King, LLC 0.12% Add +66.7% 1,845 $330K
Jeppson Wealth Management, LLC 0.10% Reduce -7.2% 1,353 $329K
Montis Financial, LLC 0.07% Reduce -11.6% 1,340 $326K
DecisionMap Wealth Management, LLC 0.18% No change 1,336 $325K
Horizon Financial Services, LLC 0.12% Add +42.1% 1,333 $324K
Sound Income Strategies, LLC 0.01% Reduce -4.1% 1,326 $322K
Headinvest, LLC 0.06% No change 1,325 $322K
Hippocratic Financial Advisors, LLC 0.12% No change 1,323 $321K
Kendall Capital Management 0.05% New 1,323 $321K
Synergy Investment Management, LLC 0.08% Add +166.2% 1,315 $321K
Cassaday & Co Wealth Management LLC 0.01% No change 1,319 $321K
HHM Wealth Advisors, LLC 0.03% No change 1,318 $320K
Fell Capital Management 0.27% Add +8.8% 1,314 $319K
Claris Advisors, LLC / Mo / 0.08% Reduce -0.1% 1,314 $319K
Xxi Wealth, LLC 0.15% Add +2.3% 1,311 $319K
Advocacy Wealth Management, LLC 0.01% No change 1,305 $317K
Capital Group Private Client Services, Inc. 0.00% Add +13.2% 1,300 $316K
Wealth Quarterback LLC 0.10% Add +0.2% 1,294 $315K
Key Financial Inc 0.05% Reduce -1.5% 1,293 $314K
Robinson Smith Wealth Advisors LLC 0.19% No change 1,287 $313K
Brady Martz Wealth Solutions, LLC 0.05% No change 1,282 $312K
MOR Wealth Management, LLC 0.12% Reduce -17.9% 1,277 $310K
WealthTrak Capital Management LLC 0.20% Reduce -1.3% 1,273 $309K
Austin Wealth Management, LLC 0.07% Reduce -0.9% 1,261 $308K
Foundation Wealth Management, LLC\PA 0.09% No change 1,266 $308K
Iams Wealth Management, LLC 0.09% Reduce -1.0% 1,264 $307K
Ti-Trust, Inc. 0.17% No change 1,263 $307K
PGIM Custom Harvest LLC 0.00% Add +5.9% 1,257 $305K
Inspire Advisors, LLC 0.02% Reduce -10.1% 1,256 $305K
Colonial Trust Co / SC 0.04% No change 1,253 $304K
First Heartland Consultants, Inc. 0.02% Reduce -7.1% 1,252 $304K
Tower Bridge Advisors 0.03% No change 1,250 $304K
Cherry Creek Investment Advisors, Inc. 0.12% Reduce -1.6% 1,248 $303K
Hazlett, Burt & Watson, Inc. 0.08% Add +3.5% 1,244 $303K
Tenon Financial LLC 0.10% Add +14.8% 1,246 $303K
Crumly & Associates Inc. 0.06% No change 1,242 $302K
L. Roy Papp & Associates, LLP 0.03% Add +0.5% 1,238 $301K
Ares Financial Consulting, LLC 0.22% No change 1,237 $301K
Integral Investment Advisors, Inc. 0.07% No change 1,237 $301K
Legacy Advisors, LLC 0.03% No change 1,235 $300K
Park Place Capital Corp 0.05% Add +0.1% 1,234 $300K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -29.7% 1,234 $300K
Lexington Hill Partners, LLC 0.15% Add +0.5% 1,232 $299K
Winthrop Advisory Group LLC 0.02% Reduce -0.5% 1,231 $299K
Titleist Asset Management, LLC 0.02% Reduce -3.1% 1,226 $298K
Callan Family Office, LLC 0.01% Reduce -40.6% 1,224 $297K
Harvest Investment Services, LLC 0.05% Add +0.6% 1,220 $297K
Intelligence Driven Advisers, LLC 0.05% Add +0.4% 1,218 $296K
Bernicke Wealth Management, Ltd. 0.03% Add +25.3% 1,217 $296K
SCS Capital Management LLC 0.00% Reduce -50.5% 1,217 $296K
Crewe Advisors LLC 0.02% No change 1,215 $295K
Kroeger Financial Partners 0.28% — 1,210 $294K
Tandem Financial, LLC 0.09% No change 1,205 $293K
Harbour Capital Advisors, LLC 0.05% Add +1.7% 1,207 $292K
Kraft, Davis & Associates, LLC 0.06% No change 1,219 $291K
Balboa Wealth Partners 0.04% Add +0.5% 1,198 $291K
Golden State Wealth Management, LLC 0.03% Add +3.8% 1,195 $290K
Advocate Group LLC 0.04% New 1,184 $288K
SilverOak Wealth Management LLC 0.04% No change 1,181 $287K
Romano Brothers and Company 0.03% Reduce -0.5% 1,175 $286K
Philadelphia Investment Partners, LLC 0.18% New 1,171 $285K
Gilbert & Cook, Inc. 0.03% No change 1,170 $284K
Anchor Bay Capital, Inc. 0.15% — 1,140 $284K
Ellenbecker Investment Group 0.03% Add +13.4% 1,167 $284K
Highland Investment Advisors LLC 0.12% — 1,167 $283K
RCS Financial Planning, LLC 0.13% Reduce -2.0% 1,165 $283K
Hilltop Holdings Inc. 0.02% New 1,165 $283K
Cooper Financial Group 0.02% Add +15.9% 1,163 $282K
Andrews, Lucia Wealth Management LLC 0.15% No change 1,160 $282K
Red Door Wealth Management, LLC 0.03% Add +5.2% 1,156 $281K
Certuity, LLC 0.01% Add +95.1% 1,153 $280K
Bayban 0.21% No change 1,150 $279K
Ehrlich Financial Group 0.14% No change 1,150 $279K
Beacon Financial Planning, Inc. 0.09% Add +0.1% 1,146 $278K
Granville Capital, Inc. 0.12% No change 1,142 $277K
Passive Capital Management, LLC. 0.09% No change 1,310 $277K
N.E.W. Advisory Services LLC 0.02% Reduce -1.7% 1,141 $277K
Veratis Advisors, Inc. 0.20% — 1,141 $277K
Financial Gravity Companies, Inc. 0.04% — 1,138 $276K
Keener Financial Planning LLC 0.10% New 1,138 $276K
Chapman Financial Group, LLC 0.18% No change 1,134 $276K
Merrithew & Thorsten Inc 0.23% Add +0.4% 1,135 $275K
World Equity Group, Inc. 0.06% Add +0.6% 1,131 $275K
HORAN Wealth, LLC 0.03% New 1,131 $275K
Schrum Private Wealth Management LLC 0.28% Add +9.1% 1,504 $275K
Sound View Wealth Advisors Group, LLC 0.02% Add +0.6% 1,128 $274K
Financial Management Professionals, Inc. 0.03% New 1,127 $274K
Omega Financial Group, LLC 0.08% Add +0.5% 1,127 $274K
Pitcairn Wealth Advisors LLC 0.03% No change 1,126 $274K
M3 Advisory Group, LLC 0.14% New 1,123 $273K
Jackson, Grant Investment Advisers, Inc. 0.08% Add +0.5% 1,117 $272K
Lauterbach Financial Advisors, LLC 0.12% No change 1,117 $271K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Reduce -24.8% 1,117 $271K
Liberty Capital Management, Inc. 0.05% — 1,112 $270K
Advisory Solutions Group, LLC 0.09% — 1,112 $270K
West Bancorporation Inc. 0.12% Reduce -33.1% 1,111 $270K
Defined Wealth Management, LLC 0.14% Reduce -1.2% 1,110 $270K
Daviman Financial, LLC 0.15% Reduce -4.0% 1,109 $269K
Legacy Wealth Managment, LLC 0.11% Add +5.6% 1,109 $269K
Keating Financial Advisory Services, Inc. 0.04% Reduce -0.6% 1,104 $268K
Straight Path Wealth Management 0.06% Add +7.8% 1,097 $267K
Accel Wealth Management 0.06% Add +0.1% 1,095 $266K
Pinion Investment Advisors, LLC 0.05% Add +4.3% 1,095 $266K
Obermeyer Wealth Partners 0.01% New 1,094 $266K
Murphy Pohlad Asset Management LLC 0.09% Reduce -32.8% 1,092 $265K
Woodard & Co. Asset Management Group Inc. 0.04% No change 1,087 $264K
Investment Advisory Group, LLC 0.06% No change 1,086 $264K
RFG Holdings, Inc. 0.06% Reduce -2.0% 1,085 $264K
Sfmg, LLC 0.02% New 1,085 $264K
Cidel Asset Management Inc. 0.01% No change 1,075 $261K
Sargent Investment Group, LLC 0.03% Reduce -6.8% 1,060 $258K
Fourth Dimension Wealth, LLC 0.08% Reduce -2.6% 1,059 $257K
Winthrop Partners - WNY, LLC 0.13% No change 1,058 $257K
Granite FO LLC 0.14% No change 1,055 $256K
MBL Wealth, LLC 0.02% No change 1,053 $256K
Cottage Street Advisors LLC 0.10% Reduce -0.4% 1,051 $255K
TFC Financial Management, Inc. 0.03% Reduce -16.6% 1,049 $255K
Salomon & Ludwin, LLC 0.02% Reduce -4.2% 1,047 $254K
Northstar Group, Inc. 0.03% No change 1,043 $253K
Cypress Financial Planning LLC 0.06% New 1,043 $253K
4WEALTH Advisors, Inc. 0.19% Reduce -4.8% 1,042 $253K
Beaumont Financial Advisors, LLC 0.02% No change 1,040 $253K
International Assets Investment Management, LLC 0.02% Reduce -0.7% 1,041 $253K
Lanark Financial, Inc. 0.02% No change 1,039 $252K
Colton Groome Financial Advisors, LLC 0.06% New 1,038 $252K
LongView Wealth Management 0.06% Reduce -30.3% 1,033 $251K
Peak Asset Management, LLC 0.04% Add +0.1% 1,029 $250K
Smith Salley Wealth Management 0.01% No change 1,027 $250K
Westmount Partners, LLC 0.05% Add +0.1% 1,025 $249K
WPG Advisers, LLC 0.15% Add +0.3% 1,021 $248K
Retiremitten Financial LLC 0.10% Add +201.2% 1,021 $248K
RAM Investment Partners, LLC 0.04% Add +0.6% 1,017 $247K
Serenus Wealth Advisors, LLC 0.04% No change 1,016 $247K
Axxcess Wealth Management, LLC 0.00% New 1,010 $245K
Holos Integrated Wealth LLC 0.11% Reduce -3.8% 1,010 $245K
Element Pointe Advisors, LLC 0.04% New 1,004 $244K
Investment Research & Advisory Group, Inc. 0.08% Reduce -5.2% 1,003 $244K
Seven Mile Advisory 0.16% Reduce -2.8% 1,000 $243K
United Bank 0.03% No change 1,000 $243K
Hubbell Strickland Wealth Management, LLC 0.09% Add +0.4% 996 $242K
Meridian Wealth Advisors, LLC 0.03% No change 995 $242K
Geometric Wealth Advisors 0.03% Reduce -1.8% 993 $241K
TAGStone Capital, Inc. 0.08% Add +0.3% 992 $241K
Legacy Capital Wealth Management, LLC 0.11% New 991 $241K
Sovereign Financial Group, Inc. 0.04% Add +7.0% 988 $240K
Abound Wealth Management 0.05% Add +9.1% 987 $240K
Western Reserve Capital Management, LLC 0.18% New 983 $239K
WNY Asset Management, LLC 0.02% Reduce -17.3% 981 $238K
Satovsky Asset Management LLC 0.04% Add +0.4% 980 $238K
Quantum Financial Planning Services, Inc. 0.07% New 980 $238K
Post Resch Tallon Group Inc. 0.16% No change 978 $238K
Evensky & Katz LLC 0.01% Reduce -22.0% 973 $237K
Aquire Wealth Advisors, LLC 0.05% Reduce -13.4% 974 $237K
First National Trust Co 0.01% Add +3.0% 972 $236K
White Wing Wealth Management 0.12% Add +0.3% 972 $236K
Horst & Graben Wealth Management LLC 0.03% Reduce -7.2% 971 $236K
Private Wealth Asset Management, LLC 0.02% Reduce -11.9% 965 $234K
McLean Asset Management Corp 0.03% No change 958 $234K
jvl associates llc 0.07% No change 963 $234K
PUREfi Wealth, LLC 0.13% Add +0.1% 960 $233K
Encompass Wealth Advisors, LLC 0.07% New 960 $233K
B & T Capital Management DBA Alpha Capital Management 0.03% New 956 $232K
CFO4Life Group, LLC 0.03% Add +0.4% 956 $232K
WealthCollab, LLC 0.08% Add +15.8% 952 $231K
Vaughan David Investments LLC 0.00% No change 952 $231K
Maia Wealth LLC 0.03% New 951 $231K
Ledyard National Bank 0.02% No change 950 $231K
Carmel Capital Partners, LLC 0.08% Reduce -7.0% 949 $231K
Meeder Advisory Services, Inc. 0.01% Reduce -12.0% 949 $231K
Gilman Hill Asset Management, LLC 0.03% Reduce -28.1% 948 $230K
Innovative Wealth Building LLC 0.13% New 948 $230K
Ipsen Advisor Group LLC 0.15% Add +0.4% 946 $230K
Tillman Hartley LLC 0.05% Reduce -6.6% 946 $230K
Legend Capital Advisors LLC 0.13% No change 946 $230K
TIAA Wealth Investment Management LLC 0.00% Reduce -27.1% 946 $230K
Redmond Asset Management, LLC 0.06% New 942 $229K
RW Investment Management LLC 0.02% No change 941 $229K
Inman Jager Wealth Management, LLC 0.12% No change 939 $228K
Regent Peak Wealth Advisors LLC 0.04% No change 937 $228K
Strategic Wealth Partners, Ltd. 0.01% Reduce -3.9% 937 $228K
Accredited Investor Services, LLC 0.13% Reduce -0.3% 936 $227K
Forefront Wealth Partners, LLC 0.07% New 935 $227K
Schulz Wealth, LTD. 0.12% — 932 $227K
Artesa Financial Group, LLC 0.19% No change 931 $226K
Petersen Hastings Wealth Advisors Inc. 0.02% No change 930 $226K
PAX Financial Group, LLC 0.03% Reduce -0.4% 928 $225K
Wealth Advisors of Iowa, LLC 0.06% No change 928 $225K
Daybright Advisory Services, Inc. 0.05% Reduce -5.9% 920 $225K
Crescent Grove Advisors, LLC 0.02% No change 926 $225K
Miller Capital Partners, Inc. 0.09% No change 920 $224K
Independent Advisor Alliance 0.01% Reduce -84.9% 920 $224K
Brian Low Financial Group, LLC 0.13% Reduce -5.6% 920 $224K
Fiduciary Alliance LLC 0.02% New 919 $223K
Heritage Wealth Management, Inc. 0.11% New 915 $222K
American State Bank (Iowa) 0.09% New 913 $222K
Donaldson Capital Management, LLC 0.01% New 910 $221K
Lantz Financial LLC 0.04% New 910 $221K
First PREMIER Bank 0.04% No change 910 $221K
Advisor OS, LLC 0.01% New 908 $221K
Opus Financial Solutions LLC 0.18% New 908 $221K
Legacy Bridge, LLC 0.07% No change 908 $221K
Silver Oak Wealth Advisors Services, LLC 0.13% New 904 $220K
Mayflower Financial Advisors, LLC 0.02% New 904 $220K
Verisail Partners, LLC 0.08% New 903 $219K
Paragon Financial Partners, Inc. 0.12% Add +0.3% 896 $219K
Sierra Ocean, LLC 0.15% New 902 $219K
Operose Advisors LLC 0.04% Reduce -11.3% 898 $218K
Marin Bay Wealth Advisors, LLC 0.12% New 889 $216K
Cornerstone Financial Management LLC 0.17% No change 888 $216K
Lifeworks Advisors, LLC 0.02% Reduce -6.7% 888 $216K
Venturi Wealth Management, LLC 0.01% Reduce -8.4% 887 $216K
Entrust Financial LLC 0.14% Add +0.5% 886 $215K
Allegheny Financial Group 0.02% New 885 $215K
Camelot Portfolios, LLC 0.15% Reduce -6.8% 883 $215K
Beacon Financial Group 0.02% New 883 $215K
IRON Financial LLC 0.09% New 882 $214K
CogentBlue Wealth Advisors, LLC 0.12% New 880 $214K
Fingerlakes Wealth Management, Inc. 0.11% New 877 $213K
Hengehold Capital Management LLC 0.02% New 876 $213K
FSA Advisors, Inc. 0.10% New 875 $213K
Bare Financial Services, Inc 0.05% No change 873 $212K
Ullmann Wealth Partners Group, LLC 0.02% New 868 $211K
Smith, Moore & Co. 0.01% New 865 $210K
TT Capital Management LLC 0.16% New 865 $210K
Evernest Financial Advisors, LLC 0.04% New 864 $210K
Symphony Financial, Ltd. Co. 0.02% New 864 $210K
Helium Advisors LLC 0.17% New 862 $209K
Cornerstone Financial Group, LLC 0.13% New 859 $209K
Sagespring Wealth Partners, LLC 0.00% Reduce -62.9% 858 $208K
Altus Wealth Group LLC 0.07% New 852 $207K
Sigma Investment Counselors Inc. 0.01% New 851 $207K
Approach Retirement Advisors, LLC 0.15% New 850 $207K
Invested Advisors 0.18% New 848 $206K
LifeGuide Financial Advisors, LLC 0.06% New 844 $205K
Mowery & Schoenfeld Wealth Management, LLC 0.28% No change 844 $205K
Tompkins Financial Corp. 0.01% No change 844 $205K
Advisors Capital Management, LLC 0.00% Reduce -26.6% 843 $205K
Bull Oak Capital, LLC 0.07% New 841 $204K
Glen Eagle Advisors, LLC 0.03% Add +1.6% 840 $204K
Tanager Wealth Management LLP 0.02% New 838 $204K
FSA Investment Group, LLC 0.07% New 837 $203K
IAM Advisory, LLC 0.04% New 833 $202K
Elmwood Wealth Management, Inc. 0.05% New 832 $202K
Financial Harvest, LLC 0.08% New 832 $202K
Timbuktu Capital Management, LLC 0.30% — 831 $202K
Port Capital LLC 0.01% New 825 $200K
Kennebec Savings Bank 0.16% No change 817 $199K
Arcadia Investment Advisors LLC 0.08% No change 811 $197K
Halbert Hargrove Global Advisors, LLC 0.01% Reduce -8.8% 793 $193K
New Republic Capital, LLC 0.04% No change 775 $188K
Transamerica Financial Advisors, LLC 0.02% Add +286.0% 745 $181K
Ameriflex Group, Inc. 0.07% Add +112.7% 738 $179K
Steigerwald, Gordon & Koch Inc. 0.02% Add +0.1% 733 $178K
10Elms LLP 0.08% Add +23.4% 723 $176K
Nalls Sherbakoff Group, LLC 0.12% Add +0.4% 708 $172K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.06% Add +10.3% 705 $171K
Colony Family Offices, LLC 0.04% No change 694 $169K
Fairscale Capital, LLC 0.10% Add +30.6% 679 $165K
Crews Bank & Trust 0.02% No change 678 $165K
Napier Financial, LLC 0.03% No change 639 $155K
Thompson Investment Management, Inc. 0.02% Reduce -0.3% 633 $154K
MV Capital Management, Inc. 0.01% No change 633 $154K
Hollencrest Capital Management 0.01% No change 615 $149K
Marshall Investment Management, LLC 0.06% Reduce -25.9% 614 $149K
Lazard Asset Management LLC 0.00% No change 610 $148K
Evolution Advisers, Inc. 0.05% New 610 $148K
Field & Main Bank 0.03% No change 600 $146K
GAMMA Investing LLC 0.01% No change 593 $144K
LRI Investments, LLC 0.01% No change 588 $143K
MidFirst Bank 0.01% No change 588 $143K
Insight Inv LLC 0.07% Reduce -40.7% 585 $142K
Hilton Head Capital Partners, LLC 0.07% Add +0.5% 585 $142K
Johnson Financial Group, Inc. 0.00% No change 565 $137K
Hantz Financial Services, Inc. 0.00% Add +12.5% 558 $136K
Hurley Capital, LLC 0.07% Add +2.6% 550 $134K
Wealth Enhancement Trust Services, Inc. 0.01% Reduce -2.9% 545 $132K
Oxford Financial Group, LTD. LLC 0.01% No change 537 $130K
Qube Research & Technologies Ltd 0.00% New 521 $127K
Wagner Wealth Management, LLC 0.02% No change 502 $122K
SYM FINANCIAL Corp 0.01% No change 500 $121K
Torren Management, LLC 0.06% No change 499 $121K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 500 $121K
Raffa Wealth Management, LLC 0.01% Reduce -88.4% 485 $118K
Cape Investment Advisory, Inc. 0.03% New 484 $118K
Atlantic Private Wealth, LLC 0.07% No change 479 $116K
Cornerstone Planning Group LLC 0.01% Reduce -3.7% 470 $115K
Basecamp Wealth Advisors LLC 0.02% No change 466 $113K
Atwood & Palmer Inc. 0.01% No change 451 $109K
Dunhill Financial, LLC 0.02% Add +16.1% 439 $107K
Old Second National Bank of Aurora 0.02% No change 428 $104K
Main Street Group, LTD 0.03% Reduce -7.6% 425 $103K
Bfsg, LLC 0.01% No change 414 $101K
Birchwood Financial Partners, Inc. 0.08% Add +0.3% 406 $99K
Compass Financial Management LLC 0.01% — 401 $99K
Mechanics Financial Corp 0.03% No change 400 $97K
Manchester Capital Management LLC 0.01% No change 400 $97K
Rossmore Private Capital 0.01% Add +60.0% 400 $97K
Mogy Joel R Investment Counsel Inc. 0.01% No change 400 $97K
DHJJ Financial Advisors, Ltd. 0.03% Reduce -2.4% 400 $97K
United Financial Planning Group LLC 0.05% Reduce -67.5% 393 $96K
American Capital Advisory, LLC 0.03% No change 375 $91K
Ellevest, Inc. 0.01% New 37,015 $91K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +3.9% 370 $90K
Addison Advisors LLC 0.04% Reduce -51.2% 369 $90K
Gill Capital Partners, LLC 0.02% Reduce -14.1% 361 $88K
Proffitt & Goodson Inc. 0.01% No change 360 $87K
Salem Investment Counselors Inc. 0.00% Add +0.3% 358 $87K
Financial Life Planners 0.05% Add +6.7% 350 $85K
Gen-Wealth Partners Inc 0.02% Reduce -21.1% 347 $84K
Trifecta Capital Advisors, LLC 0.01% No change 345 $84K
Cornerstone National Bank & Trust Co 0.03% New 345 $84K
JDM Financial Group LLC 0.03% No change 341 $83K
Investors Research Corp 0.01% No change 341 $83K
Horizon Bancorp Inc. 0.04% No change 338 $82K
Valley National Advisers Inc. 0.01% Reduce -17.4% 337 $82K
Breakwater Investment Management 0.03% No change 323 $78K
Burk Holdings LLC 0.03% Add +33.8% 317 $77K
Quest 10 Wealth Builders, Inc. 0.06% Reduce -0.6% 316 $77K
West Paces Advisors Inc. 0.01% Reduce -45.5% 313 $76K
Armstrong Advisory Group, Inc. 0.00% No change 306 $74K
SJS Investment Consulting Inc. 0.01% No change 298 $72K
Tucker Asset Management LLC 0.02% No change 298 $72K
Alerus Financial NA 0.00% No change 274 $67K
Howe & Rusling Inc. 0.00% Add +21.3% 273 $66K
JPL Wealth Management, LLC 0.01% No change 270 $66K
Strive Financial Group ,LLC 0.03% Add +41.7% 255 $62K
Indiana Trust & Investment Management Co 0.02% No change 245 $60K
IAG Wealth Partners, LLC 0.01% No change 245 $60K
Kilter Group LLC 0.02% No change 241 $59K
Adirondack Trust Co. 0.02% No change 236 $57K
Beacon Financial Strategies CORP 0.03% New 235 $57K
Horrell Capital Management, Inc. 0.03% No change 232 $56K
NBH Bank 0.02% — 225 $55K
CBIZ Investment Advisory Services, LLC 0.00% No change 248 $54K
Blue Bell Private Wealth Management, LLC 0.01% No change 214 $52K
Peachtree Investment Partners, LLC 0.02% Add +0.5% 207 $50K
Orion Capital Management LLC 0.01% No change 196 $48K
Millstone Evans Group, LLC 0.03% No change 194 $47K
Matrix Private Capital Group LLC 0.02% No change 190 $46K
Westend Capital Management, LLC 0.01% Add +8.0% 189 $46K
First Bancorp, Inc 0.02% New 188 $46K
1015 Capital Partners, LLC 0.04% Reduce -10.1% 186 $45K
Oakmont Advisory Group, LLC 0.04% New 184 $45K
Key Capital Management, INC 0.02% No change 183 $44K
Signature Resources Capital Management, LLC 0.02% Add +45.6% 182 $44K
Front Row Advisors LLC 0.01% No change 177 $44K
Redwood Park Advisors LLC 0.03% Add +0.6% 180 $44K
Basepoint Wealth LLC 0.02% Add +179.0% 173 $42K
Tower View Wealth Management LLC 0.02% Add +0.6% 172 $42K
Toth Financial Advisory Corp. 0.00% No change 168 $41K
Vermillion Wealth Management, Inc. 0.01% Reduce -27.8% 166 $40K
PlanVest Financial, Inc 0.02% No change 152 $37K
LifeSteps Financial, Inc. 0.02% New 142 $35K
Gleason Group, Inc. 0.00% New 139 $34K
Horizon Kinetics Asset Management LLC 0.00% No change 135 $33K
TOP Private Wealth LLC. 0.03% — 131 $32K
JNBA Financial Advisors 0.00% Reduce -38.7% 125 $30K
Marquette Asset Management, LLC 0.00% No change 124 $30K
BOK Financial Private Wealth, Inc. 0.00% No change 123 $30K
Longview Financial Advisors LLC 0.01% No change 120 $29K
Heritage Wealth Advisors 0.00% No change 120 $29K
Barclays PLC 0.00% Reduce -77.4% 120 $29K
Caldwell Sutter Capital, Inc. 0.01% No change 118 $29K
Transce3nd, LLC 0.25% Reduce -34.4% 118 $29K
Country Trust Bank 0.00% No change 114 $28K
Fairman Group, LLC 0.02% No change 112 $27K
Sunrise Financial Services, LLC 0.02% No change 111 $27K
Private Wealth Management Group, LLC 0.01% Add +0.9% 110 $27K
Planning Strategies Inc. 0.02% — 109 $26K
Financial Consulate, Inc. 0.00% New 106 $26K
Broadwater Capital Management LLC 0.02% No change 100 $24K
MilWealth Group LLC 0.01% No change 100 $24K
Blume Capital Management, Inc. 0.00% No change 100 $24K
EMC Capital Management 0.01% — 100 $24K
Westside Investment Management, Inc. 0.00% No change 97 $24K
Westfuller Advisors, LLC 0.01% No change 97 $24K
Lowe Brockenbrough & Co. Inc. 0.00% No change 96 $23K
Signature Equity Partners, LLC 0.01% Reduce -47.7% 91 $22K
Albion Financial Group 0.00% No change 91 $22K
Valley Wealth Managers, Inc. 0.00% Add +1.1% 89 $22K
Kingdom Financial Group LLC. 0.01% New 87 $21K
Bellevue Asset Management, LLC 0.01% No change 86 $21K
Zions Bancorporation, National Association 0.00% No change 78 $19K
Morris Financial Concepts, Inc. 0.01% No change 77 $19K
Bay Harbor Wealth Management, LLC 0.00% Add +6.9% 77 $19K
Union Savings Bank 0.01% No change 75 $18K
Barnes Dennig Private Wealth Management LLC 0.01% No change 73 $18K
Silver Grove Financial Group, Inc. 0.01% Reduce -20.7% 65 $16K
Dynamic Wealth Strategies, LLC 0.01% No change 63 $15K
CNB Bank 0.01% No change 63 $15K
Commonwealth Retirement Investments LLC 0.00% New 61 $15K
Buck Wealth Strategies, LLC 0.00% New 61 $15K
Noble Wealth Management PBC 0.01% Reduce -25.0% 60 $15K
Mycio Wealth Partners, LLC 0.00% Add +1.7% 59 $14K
Hoese & Co LLP 0.01% New 56 $14K
Valued Wealth Advisors LLC 0.00% Add +16.7% 56 $14K
Hamilton Point Investment Advisors, LLC 0.00% No change 54 $13K
Flagship Wealth Advisors, LLC 0.00% New 53 $13K
NFSG Corp 0.00% Add +6.0% 53 $13K
Aberdeen Wealth Management LLC 0.01% No change 50 $12K
Bravera Wealth 0.00% No change 50 $12K
Davis Capital Management 0.01% Reduce -2.0% 49 $12K
Bernard Wealth Management Corp. 0.00% No change 47 $11K
Marshall & Sterling Wealth Advisors Inc. 0.01% No change 47 $11K
Armor Investment Advisors, LLC 0.00% No change 46 $11K
Navigoe, LLC 0.01% No change 49 $11K
Aventura Private Wealth, LLC 0.00% No change 45 $11K
St Germain D J Co. Inc. 0.00% Reduce -36.6% 45 $11K
Evolution Wealth Management Inc. 0.01% No change 41 $10K
NORTHSTAR ASSET MANAGEMENT Co 0.00% New 40 $10K
Walsh & Associates, LLC 0.01% No change 40 $10K
Wells Financial Advisors INC 0.09% Reduce -87.2% 39 $9K
First Community Trust NA 0.00% No change 37 $9K
Steph & Co. 0.00% Reduce -60.6% 37 $9K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 37 $9K
Frankly Finances, LLC 0.01% New 36 $9K
First Financial Corp. 0.00% No change 35 $9K
Centennial Bank 0.00% Reduce -95.4% 35 $9K
HM Payson & Co. 0.00% No change 34 $8K
DecisionPoint Financial, LLC 0.00% No change 34 $8K
Frazier Financial Advisors, LLC 0.00% No change 32 $8K
Richards, Merrill & Peterson, Inc. 0.00% No change 32 $8K
Sankala Group LLC 0.01% Reduce -42.3% 30 $7K
Van Den Berg Management I, Inc. 0.00% Reduce -11.8% 30 $7K
Webster Bank, N. A. 0.00% No change 30 $7K
ROSS\JOHNSON & Associates LLC 0.11% No change 28 $7K
Hughes Financial Services, LLC 0.00% No change 28 $7K
Game Plan Financial Advisors, LLC 0.00% No change 27 $6K
Sittner & Nelson, LLC 0.00% No change 26 $6K
Vision Retirement, LLC 0.00% No change 26 $6K
Provenance Wealth Advisors, LLC 0.00% No change 25 $6K
Owl Creek Wealth Partners LLC 0.00% No change 25 $6K
Essential Investment Partners LLC 0.00% No change 25 $6K
First Pacific Financial 0.00% No change 24 $6K
Central Pacific Bank - Trust Division 0.00% No change 24 $6K
Ascentis Independent Advisors 0.02% Reduce -95.9% 24 $6K
Blueline Advisors LLC 0.00% Reduce -4.0% 24 $6K
Harborfront Financial Group LLC 0.02% — 24 $6K
FWL Investment Management, LLC 0.00% New 23 $6K
Concord Wealth Partners 0.00% New 21 $5K
Winch Advisory Services, LLC 0.00% No change 20 $5K
Costello Asset Management, INC 0.00% Reduce -5.0% 19 $5K
Activest Wealth Management 0.00% No change 19 $5K
Prestige Wealth Management Group LLC 0.00% No change 19 $5K
Security National Bank 0.00% No change 19 $5K
HFM Investment Advisors, LLC 0.00% No change 19 $5K
Clearstead Trust, LLC 0.00% No change 18 $4K
Turtle Creek Wealth Advisors, LLC 0.00% No change 18 $4K
Networth Advisors, LLC 0.00% New 15 $4K
Global Trust Asset Management, LLC 0.00% No change 14 $3K
Coston, McIsaac & Partners 0.00% No change 15 $3K
Hanson & Doremus Investment Management 0.00% No change 13 $3K
Register Financial Advisors LLC 0.00% Reduce -42.9% 12 $3K
Ashton Thomas Securities, LLC 0.00% No change 12 $3K
Princeton Global Asset Management LLC 0.00% No change 12 $3K
Bullock Wealth Management Group 0.00% No change 9 $2K
Darwin Wealth Management, LLC 0.00% No change 9 $2K
Quaker Wealth Management, LLC 0.00% No change 9 $2K
Kings Path Partners LLC 0.00% New 9 $2K
Nemes Rush Group LLC 0.00% No change 9 $2K
Horizon Investments, LLC 0.00% Reduce -82.0% 9 $2K
Colonial Trust Advisors 0.00% No change 7 $2K
Godfrey Financial Associates, Inc. 0.00% No change 7 $2K
Delos Wealth Advisors, LLC 0.00% New 7 $2K
Kentucky Trust Co 0.00% New 7 $2K
MPWM Advisory Solutions, LLC 0.00% No change 7 $2K
Prudent Man Investment Management, Inc. 0.00% No change 7 $1K
Clark Wealth Partners 0.00% Add +100.0% 6 $1K
Gables Capital Management Inc. 0.00% No change 5 $1K
Spurstone Advisory Services, LLC 0.02% Add +400.0% 5 $1K
HighMark Wealth Management LLC 0.00% Add +400.0% 5 $1K
Allspring Global Investments Holdings, LLC 0.00% New 3 $728
Tradewinds Capital Management, LLC 0.00% No change 1 $243
Smallwood Wealth Investment Management, LLC 0.00% New 1 $242

"% 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.