Vanguard Ftse Developed ETFVEAETF

13F holders, Q2 2024 (June 30)
2,162holders +12
101new positions
98sold out
7famous investors
$49.22avg. 13F price*

At the end of Q2 2024, 2,162 institutions reported holding Vanguard Ftse Developed ETF (VEA) in their 13F filings, up 12 from Q1 2024. 101 opened new positions and 98 sold out. The largest holders were Bank of America Corp. ($8.0B), Creative Planning ($6.9B) and Betterment LLC ($6.2B). 7 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), John W. Rogers Jr. (0.1% of Ariel Investments's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
Vanguard Ftse Developed ETF
CUSIP
921943858
Latest filing quarter
Q2 2026

History

Number of 13F holders

01,0002,0003,0004,000 Q1 2024: 2,150Q1 2024Q2 2024: 2,162Q2 2024Q3 2024: 2,210Q3 2024Q4 2024: 2,408Q4 2024Q1 2025: 2,474Q1 2025Q2 2025: 2,551Q2 2025Q3 2025: 2,571Q3 2025Q4 2025: 2,834Q4 2025Q1 2026: 2,914Q1 2026Q2 2026: 3,010Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions101$214.4M
Exits98$278.4M

All 13F filers, Q1 2024 → Q2 2024: 111,034,283 shares bought and 43,798,570 shares sold, net +67,235,713 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,162 holders

Bank of America Corp. 0.77% Add +2.2% 162,575,292 $8.0B
Creative Planning 7.38% Add +4.9% 139,777,262 $6.9B
Betterment LLC 15.96% Add +4.5% 124,617,150 $6.2B
Envestnet Asset Management Inc. 1.63% Reduce -0.1% 94,561,349 $4.7B
Jones Financial Companies LLLP 3.72% Reduce -18.8% 65,091,837 $3.2B
Wells Fargo & Company 0.80% Reduce -1.0% 62,480,996 $3.1B
Morgan Stanley 0.22% Add +5.8% 58,495,816 $2.9B
Wealthfront Advisers LLC 8.98% Reduce -2.0% 53,994,384 $2.7B
Northwestern Mutual Wealth Management Co. 2.48% Add +5.0% 50,962,305 $2.5B
Goldman Sachs Group Inc. 0.49% Add +12.4% 50,735,346 $2.5B
WealthNavi Inc. 27.37% Add +4.5% 43,659,589 $2.2B
Northern Trust Corp. 0.34% Add +4.7% 40,982,356 $2.0B
Royal Bank of Canada 0.49% Add +0.6% 40,812,179 $2.0B
Charles Schwab Investment Management Inc. 0.35% Add +1.5% 37,027,013 $1.8B
Mariner, LLC 2.59% Add +4.6% 27,012,626 $1.3B
Sei Investments Co. 1.89% Reduce -1.7% 26,977,348 $1.3B
UBS Group AG 0.40% Reduce -0.2% 26,559,305 $1.3B
Tiaa Trust, National Association 3.45% Reduce -2.8% 22,589,677 $1.1B
LPL Financial LLC 0.53% Add +4.3% 21,328,841 $1.1B
Mercer Global Advisors Inc. 2.59% Add +10.6% 19,366,592 $948.3M
Vanguard Group Inc. 0.02% Add +2.6% 17,759,362 $877.7M
Baird Financial Group, Inc. 1.78% Add +3.3% 17,360,109 $857.9M
FMR LLC 0.05% Reduce -0.9% 16,501,796 $815.5M
Commonwealth Equity Services, LLC 1.25% Add +5.2% 16,025,179 $792.0M
Bank of New York Mellon Corp 0.15% Reduce -0.5% 15,748,177 $778.3M
US Bancorp \de 1.06% Add +8.6% 15,722,609 $777.0M
Captrust Financial Advisors 2.41% Add +12.5% 15,328,632 $748.0M
Cerity Partners LLC 1.84% Add +3.6% 13,732,063 $678.6M
Envestnet Portfolio Solutions, Inc. 2.34% Add +1.0% 13,555,406 $669.9M
Susquehanna International Group, LLP 1.15% Add +402.9% 13,057,692 $645.3M
Jasper Ridge Partners, L.P. 20.86% Add +16.3% 13,047,187 $644.8M
Corient Private Wealth LP 1.11% Add +30.4% 12,880,916 $636.6M
JPMorgan Chase & Co. 0.05% Reduce -11.0% 12,834,739 $634.3M
Rwa Wealth Partners, LLC 7.07% Add +1.4% 10,846,941 $536.1M
Valmark Advisers, Inc. 9.05% Add +1.5% 10,766,786 $532.1M
HighTower Advisors, LLC 0.79% Add +10.7% 10,339,848 $511.0M
Ameriprise Financial Inc. 0.14% Add +5.2% 10,348,500 $508.1M
Wealthspire Advisors, LLC 5.80% Add +4.0% 9,163,122 $452.8M
PNC Financial Services Group, Inc. 0.25% Add +0.5% 7,598,210 $375.5M
Stifel Financial Corp. 0.42% Reduce -0.4% 7,521,143 $371.7M
Keybank National Association 1.52% Reduce -3.9% 7,511,992 $371.2M
SCS Capital Management LLC 7.53% Add +0.7% 7,279,685 $359.8M
Facet Wealth, Inc. 10.77% Add +5.0% 6,988,945 $350.6M
Nicholas Hoffman & Company, LLC. 16.05% Add +13.8% 6,925,011 $342.2M
Michael & Susan Dell Foundation 34.63% Add +264.5% 6,866,826 $339.4M
Cliftonlarsonallen Wealth Advisors, LLC 6.97% Add +6.4% 6,574,509 $324.9M
HBK Sorce Advisory LLC 11.35% Add +1.5% 6,571,962 $324.8M
Morningstar Investment Services LLC 3.52% Reduce -0.8% 6,564,061 $324.1M
Raymond James Financial Services Advisors, Inc. 0.45% Reduce -0.2% 6,451,500 $318.8M
MML Investors Services, LLC 1.28% Add +7.1% 6,418,587 $317.2M
M&T Bank Corp 1.03% Reduce -2.0% 6,086,708 $300.8M
State of Tennessee, Department of Treasury 1.08% Add +3.9% 5,957,810 $294.4M
Citigroup Inc. 0.28% Add +4.5% 5,885,916 $290.9M
Manufacturers Life Insurance Company, The 0.27% Add +0.4% 5,855,873 $289.4M
Regions Financial Corp. 2.17% Reduce -1.2% 5,783,744 $285.8M
JMG Financial Group, Ltd. 10.53% Add +2.6% 5,704,667 $281.9M
Modera Wealth Management, LLC 4.10% Reduce -1.8% 5,632,577 $278.4M
Victory Capital Management Inc. 0.27% Reduce -1.9% 5,442,838 $269.0M
Bank of Hawaii 12.33% Add +20.3% 5,432,708 $268.5M
Fiduciary Trust Co 3.98% Reduce -0.9% 5,358,155 $264.8M
Pathstone Holdings, LLC 1.14% Add +1.0% 5,095,870 $251.8M
Truepoint, Inc. 7.16% Reduce -0.1% 5,075,828 $250.8M
Fisher Asset Management 0.10% Add +2.0% 4,852,342 $239.8M
Sofi Wealth, LLC 19.68% Add +10.7% 4,748,711 $234.7M
Focus Partners Wealth 0.76% Add +113.3% 4,547,206 $224.7M
TFO Wealth Partners, LLC 43.81% Reduce -0.3% 4,532,866 $224.0M
Cetera Investment Advisers 0.52% Reduce -1.0% 4,532,379 $224.0M
Voya Investment Management LLC 0.25% Add +13.2% 4,459,956 $220.4M
Country Trust Bank 5.50% Add +3.6% 4,406,871 $217.8M
Ballentine Partners, LLC 3.89% Add +0.5% 4,253,182 $210.2M
Osaic Holdings, Inc. 0.48% Add +5.0% 4,080,838 $201.7M
Ally Invest Advisors Inc. 18.96% Add +3.6% 3,992,351 $197.3M
Raymond James & Associates 0.13% Add +3.1% 3,978,354 $196.6M
Linscomb Wealth, Inc. 9.95% Add +1.1% 3,890,392 $192.3M
Ellevest, Inc. 11.33% Add +3.0% 3,822,288 $188.9M
Janney Montgomery Scott LLC 0.56% Add +1.5% 3,721,606 $183.9M
Wilmington Savings Fund Society, FSB 7.01% Add +0.3% 3,699,200 $182.8M
D.A. Davidson & Co. 1.48% Add +1.4% 3,382,182 $167.1M
CIBC Private Wealth Group LLC 0.30% Add +6.2% 3,203,151 $161.0M
MAI Capital Management 1.57% Add +13.0% 3,222,426 $159.3M
Fifth Third Bancorp 0.60% Reduce -2.9% 3,188,126 $157.6M
Blair William & Co. 0.48% Add +2.8% 3,134,055 $154.9M
Lincoln National Corp. 5.20% Reduce -20.1% 3,112,311 $153.8M
Rockefeller Capital Management L.P. 0.43% Reduce -9.5% 3,077,959 $152.1M
Wedmont Private Capital 9.56% Add +11.8% 2,950,399 $151.9M
Assetmark, Inc. 0.45% Add +2.6% 2,956,920 $146.1M
Bridges Investment Management Inc. 2.22% Add +38.1% 2,953,043 $145.9M
Farmers & Merchants Investments Inc. 4.81% Add +1.1% 2,914,677 $144.0M
BLB&B Advisors, LLC 7.72% Add +3.9% 2,849,841 $140.8M
Synovus Financial Corp. 1.83% Add +0.1% 2,798,517 $138.3M
Cambridge Associates LLC /Ma/ 6.15% Add +10.9% 2,715,890 $134.2M
Alliancebernstein L.P. 0.04% Add +110.6% 2,601,412 $128.6M
Truist Financial Corp. 0.20% Add +1.5% 2,594,341 $128.2M
Acropolis Investment Management, LLC 8.03% Add +3.6% 2,571,704 $127.1M
Cambridge Investment Research Advisors, Inc. 0.47% Add +1.4% 2,563,714 $126.7M
Tectonic Advisors LLC 9.12% Add +4.1% 2,551,173 $126.1M
Freestone Capital Holdings, LLC 4.52% Add +3.2% 2,546,972 $125.9M
Foster Group, Inc. 4.90% Add +6.9% 2,521,480 $124.6M
Allen Investment Management, LLC 1.49% Reduce -0.1% 2,481,079 $122.6M
Johnson Financial Group, LLC 14.94% Reduce -13.9% 2,311,540 $114.2M
Westwood Holdings Group Inc. 0.92% Add +16.1% 2,262,714 $111.8M
Nepc LLC 3.63% Add +0.5% 2,227,087 $110.1M
First Financial Bankshares Inc 2.38% Add +1.6% 2,099,488 $103.8M
Orion Porfolio Solutions, LLC 1.03% Add +3.4% 1,966,292 $97.2M
Orion Portfolio Solutions, LLC 1.03% Add +3.4% 1,966,292 $97.2M
Glenmede Trust Co. NA 0.48% Add +5.8% 1,928,933 $95.3M
Atria Wealth Solutions, Inc. 1.06% Add +0.9% 1,926,452 $95.2M
Lake Street Advisors Group, LLC 4.57% Reduce -7.3% 1,922,000 $95.0M
Mountain Capital Investment Advisors Inc. 23.25% Add +7.2% 1,833,208 $93.7M
Badgley Phelps Wealth Managers, LLC 2.31% Reduce -0.3% 1,886,113 $93.2M
Oakworth Capital, Inc. 6.77% Reduce -1.1% 1,874,558 $92.6M
Wealth Enhancement Advisory Services, LLC 0.22% Add +17.2% 1,840,169 $90.9M
Sigma Investment Counselors Inc. 5.64% Add +2.4% 1,822,636 $90.1M
NewEdge Advisors, LLC 0.65% Add +6.1% 1,816,420 $89.8M
Empowered Funds, LLC 1.54% Add +136.4% 1,796,545 $88.8M
Allspring Global Investments Holdings, LLC 0.14% Add +31.6% 1,791,446 $88.5M
Comerica Bank 0.37% Add +0.0% 1,787,768 $88.4M
Litman Gregory Wealth Management LLC 7.77% Add +17.9% 1,771,955 $87.6M
Plante Moran Financial Advisors, LLC 8.67% Reduce -9.6% 1,754,451 $86.7M
Tanglewood Wealth Management, Inc. 10.58% Add +0.4% 1,721,513 $85.1M
Monashee Investment Management LLC 10.98% Add +16.3% 1,702,600 $84.1M
Rebalance, LLC 6.69% Add +2.2% 1,682,366 $83.1M
Cresset Asset Management, LLC 0.34% Add +61.5% 1,637,361 $80.9M
Fusion Family Wealth, LLC 8.20% Add +2.9% 1,629,225 $80.5M
McKinley Carter Wealth Services, Inc. 5.09% Add +1.9% 1,618,045 $80.0M
Coldstream Capital Management Inc. 1.94% Add +7.7% 1,612,902 $79.7M
Raymond James Trust N.A. 1.84% Reduce -0.9% 1,583,901 $78.3M
Agf Management Ltd. 0.44% Reduce -6.2% 1,577,989 $78.0M
Ocean Park Asset Management, LLC 3.60% Reduce -2.7% 1,534,577 $75.8M
Choreo, LLC 1.26% Add +7.7% 1,520,316 $75.2M
Arbor Investment Advisors, LLC 10.97% Reduce -0.6% 1,518,396 $75.0M
Savant Capital, LLC 0.74% Add +30.7% 1,500,416 $74.2M
PDS Planning, Inc 7.46% Add +2.8% 1,496,671 $74.0M
DT Investment Partners, LLC 6.48% Add +2.3% 1,479,549 $73.1M
Davis R M Inc. 1.48% Add +5.0% 1,478,131 $73.0M
Brookstone Capital Management 1.18% Reduce -9.3% 1,393,362 $71.2M
Whittier Trust Co. 1.00% Add +4.7% 1,432,963 $70.8M
Pure Financial Advisors, LLC 1.92% Add +2.6% 1,397,645 $69.1M
Planning Alternatives Ltd. 10.83% Add +0.3% 1,353,629 $66.9M
Gilbert & Cook, Inc. 9.73% Reduce -4.8% 1,347,243 $66.6M
Legacy Private Trust Co. 4.66% Add +3.9% 1,327,738 $65.6M
MassMutual Private Wealth & Trust, FSB 1.97% Add +1.5% 1,313,425 $64.9M
Buckingham Strategic Wealth, LLC 0.66% Add +2.8% 1,291,556 $63.8M
Atria Investments, Inc 0.82% Add +1.7% 1,285,810 $63.5M
Commerce Bank 0.41% Add +0.1% 1,271,585 $62.8M
Mission Wealth Management, LP 1.70% Reduce -9.7% 1,269,810 $62.8M
Woodmont Investment Counsel LLC 5.12% Add +4.3% 1,268,764 $62.7M
Steele Capital Management, Inc. 3.49% Add +0.4% 1,266,987 $62.6M
Lockheed Martin Investment Management Co. 3.58% No change 1,250,000 $61.8M
Beacon Pointe Advisors, LLC 0.73% Reduce -4.2% 1,249,434 $61.7M
BOK Financial Private Wealth, Inc. 4.45% Reduce -1.6% 1,238,374 $61.2M
UMB Bank, n.a. 0.99% Add +0.3% 1,224,860 $60.5M
Marcum Wealth, LLC 6.02% Reduce -4.8% 1,213,150 $60.0M
Old National Bancorp 1.41% Add +5.8% 1,210,371 $59.8M
CreativeOne Wealth, LLC 3.01% Reduce -9.2% 1,203,143 $59.5M
Patriot Investment Management Group, Inc. 4.64% Add +2.7% 1,201,251 $59.4M
Connable Office Inc. 6.38% Add +1.1% 1,200,041 $59.3M
Lwmg, LLC 12.47% Add +7.6% 1,196,196 $59.1M
Johnson Investment Counsel Inc. 0.62% Add +4.4% 1,192,914 $59.0M
Sanctuary Advisors, LLC 0.43% — 1,202,673 $58.8M
Aptus Capital Advisors, LLC 1.11% Add +4.4% 1,186,582 $58.6M
Signaturefd, LLC 1.18% Reduce -1.1% 1,179,808 $58.3M
Financial Counselors Inc. 0.93% Add +5.7% 1,174,375 $58.0M
Meeder Advisory Services, Inc. 4.07% Add +42.7% 1,165,368 $57.6M
Sepio Capital, LP 5.26% Add +1.8% 1,161,427 $57.4M
EverSource Wealth Advisors, LLC 3.79% Add +8.2% 1,119,638 $57.0M
TD Waterhouse Canada Inc. 0.51% Add +23.0% 1,141,148 $56.7M
Adventist Health System/ West 9.08% New 1,131,440 $55.9M
Tanager Wealth Management LLP 8.24% Add +8.4% 1,120,649 $55.4M
Apella Capital, LLC 2.47% Add +11.8% 1,103,958 $55.3M
Hirtle & Co., LLC 2.76% Add +1.4% 1,111,387 $54.9M
Composition Wealth, LLC 1.34% Reduce -13.5% 1,109,871 $54.8M
Pinnacle Financial Partners Inc 1.16% Reduce -1.7% 1,092,163 $54.3M
Arvest Trust Co. N A 3.23% Add +120.3% 1,098,610 $54.3M
Thrivent Financial for Lutherans 0.11% Reduce -43.8% 1,095,042 $54.1M
Elwood & Goetz Wealth Advisory Group, LLC 15.33% Add +4.0% 1,092,505 $54.0M
Regis Management CO LLC 16.01% Add +0.7% 1,073,577 $53.1M
Proffitt & Goodson Inc. 9.31% Add +1.7% 1,068,071 $52.8M
Bank of Montreal 0.02% Reduce -25.9% 1,031,039 $52.2M
Avion Wealth 14.32% Reduce -0.2% 1,050,589 $51.9M
Kestra Advisory Services, LLC 0.29% Add +23.3% 1,094,591 $51.9M
Auto-Owners Insurance Co 1.37% No change 1,045,750 $51.7M
Human Investing LLC 10.03% Add +4.9% 1,044,383 $51.6M
Axiom Advisory, LLC 0.56% Add +6211.9% 1,034,015 $51.4M
Bokf, NA 0.92% Add +0.8% 1,039,834 $51.4M
Connecticut Wealth Management, LLC 2.65% Reduce -4.0% 1,037,519 $51.3M
Edge Capital Group, LLC 2.48% Add +11.9% 1,035,124 $51.2M
Peapack Gladstone Financial Corp. 0.78% Add +15.0% 1,030,907 $50.9M
Summit Trail Advisors, LLC 1.34% Add +30.1% 1,030,508 $50.9M
Clark Asset Management, LLC 14.10% Add +7.1% 1,029,555 $50.9M
Arlington Trust Co LLC 12.00% Reduce -0.6% 1,029,542 $50.9M
Moneta Group Investment Advisors LLC 0.81% Add +4.8% 1,023,723 $50.6M
Vision Capital Management, Inc. 7.52% Reduce -0.4% 1,022,696 $50.5M
WestHill Financial Advisors, Inc. 12.23% Reduce -0.9% 1,020,105 $50.4M
Alps Advisors Inc. 0.35% Reduce -2.5% 1,018,350 $50.3M
Lido Advisors, LLC 0.41% Reduce -4.6% 1,004,758 $49.7M
Trilogy Capital Inc. 2.69% Reduce -0.8% 1,004,183 $49.6M
Jacobsen Capital Management 21.80% Reduce -0.2% 987,235 $48.8M
Toews Corp. 8.01% Reduce -21.3% 981,666 $48.5M
Avantax Advisory Services, Inc. 0.34% Add +15.9% 978,547 $48.4M
Alesco Advisors, LLC, An ESL Co 1.55% Reduce -1.2% 958,509 $47.4M
West Financial Advisors, LLC 9.80% Add +3.4% 955,402 $47.2M
Caisse de depot et placement du Quebec 0.11% Add +35.7% 950,000 $46.9M
Symmetry Partners, LLC 2.38% Add +173.3% 937,595 $46.3M
JFG Wealth Management, LLC 13.09% Reduce -4.1% 930,012 $46.0M
Kwmg, LLC 4.95% Add +1.1% 929,170 $45.9M
Cornerstone Planning Group LLC 13.03% Add +7.0% 954,687 $45.4M
Whittier Trust Co. of Nevada Inc. 1.26% Add +1.4% 917,291 $45.3M
Wallington Asset Management, LLC 6.88% Add +1.6% 910,745 $45.0M
Ameritas Investment Partners, Inc. 1.54% Reduce -4.7% 908,286 $44.9M
Heartwood Wealth Advisors LLC 5.31% Add +0.9% 899,722 $44.5M
Strategic Investment Advisors / MI 5.32% Add +4.0% 883,731 $43.7M
Charles Schwab Trust Co 4.03% Add +3.8% 880,451 $43.5M
Welch & Forbes LLC 0.58% Add +1.6% 878,332 $43.5M
Arvest Investments, Inc. 6.87% Reduce -16.3% 867,814 $42.9M
Wealth Architects, LLC 5.20% Add +1.7% 860,960 $42.5M
Robertson Stephens Wealth Management, LLC 2.22% Add +2.3% 859,833 $42.5M
Citizens Business Bank 8.97% Add +0.5% 858,701 $42.4M
First Bank & Trust 8.64% Add +2.9% 858,631 $42.4M
Chandler Asset Management, Inc. 8.58% Add +0.5% 856,806 $42.3M
Private Advisor Group, LLC 0.28% Add +10.0% 845,064 $41.8M
Waverly Advisors, LLC 0.81% Add +5.0% 840,589 $41.5M
Hills Bank & Trust Co 3.31% Add +0.7% 826,886 $40.9M
Financial Synergies Wealth Advisors, Inc. 5.47% Add +2.1% 822,189 $40.6M
Raffa Wealth Management, LLC 11.52% Add +0.8% 821,149 $40.6M
CENTRAL TRUST Co 0.99% Reduce -6.9% 814,624 $40.3M
National Bank of Canada 0.06% Add +1.5% 812,541 $40.0M
Kohmann Bosshard Financial Services, LLC 5.37% Add +48.7% 807,136 $39.9M
Permanent Capital Management, LP 8.31% — 697,740 $39.8M
Oakwell Private Wealth Management, LLC 11.20% Add +7.8% 802,862 $39.7M
Riverpoint Wealth Management Holdings, LLC 10.99% Add +0.3% 801,320 $39.6M
GP Brinson Investments LLC 16.81% No change 790,120 $39.0M
Kathmere Capital Management, LLC 4.14% Add +5.3% 789,511 $39.0M
Gemmer Asset Management LLC 4.15% Add +0.8% 785,000 $38.8M
VPR Management LLC 14.46% Reduce -29.6% 782,800 $38.7M
Cliffwater LLC 8.28% Reduce -0.6% 782,575 $38.7M
Park Avenue Securities LLC 0.47% Add +2.4% 780,435 $38.6M
Steward Partners Investment Advisory, LLC 0.40% Reduce -1.5% 771,700 $38.1M
Efficient Advisors, LLC 2.47% Add +1.9% 769,308 $38.0M
Merit Financial Group, LLC 0.84% Add +3.9% 765,819 $37.8M
Coyle Financial Counsel LLC 13.52% No change 753,622 $37.8M
Eastern Bank 1.52% Add +1.1% 760,225 $37.6M
Whitcomb & Hess, Inc. 11.56% Add +2.9% 750,459 $37.1M
Partners in Financial Planning 8.03% Add +2.2% 747,466 $36.9M
Trust Co 4.74% Add +1.0% 743,224 $36.7M
American Trust 2.99% Add +27.1% 738,323 $36.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.09% Reduce -0.9% 733,708 $36.3M
Laird Norton Wetherby Wealth Management, LLC 1.71% Reduce -1.8% 733,419 $36.2M
Hanson & Doremus Investment Management 6.04% Add +3.4% 730,082 $36.1M
Chai Trust Co. LLC 5.55% Add +2.8% 729,406 $36.0M
First Western Trust Bank 1.71% Reduce -2.5% 726,399 $35.9M
Seaside Wealth Management, Inc. 14.67% Add +3.2% 716,143 $35.4M
Klingman & Associates, LLC 2.39% Add +11.5% 713,239 $35.2M
TD Asset Management Inc 0.03% Add +15.2% 709,806 $35.1M
Jane Street Group, LLC 0.04% Reduce -26.3% 709,321 $35.1M
Mutual Advisors, LLC 1.05% Add +14.0% 696,582 $34.9M
Acorn Financial Advisory Services Inc. 6.48% Add +0.8% 702,413 $34.7M
Meridian Management Co. 9.49% Add +2.6% 699,106 $34.5M
Townsquare Capital LLC 0.47% Reduce -3.6% 694,634 $34.3M
Brown Advisory Inc. 0.04% Reduce -3.6% 688,019 $34.0M
Sageworth Trust Co 2.14% Add +0.4% 686,120 $33.9M
Fi3 FINANCIAL ADVISORS, LLC 14.82% Add +1.4% 681,404 $33.7M
EP Wealth Advisors, LLC 0.36% Reduce -3.4% 677,516 $33.5M
SigFig Wealth Management, LLC 1.25% Reduce -24.1% 677,072 $33.3M
Full Sail Capital, LLC 2.23% Reduce -0.9% 670,965 $33.2M
RPTC Inc. 6.78% Add +0.7% 668,654 $33.0M
Causeway Capital Management LLC 0.89% Add +77.9% 664,149 $32.8M
Roof Eidam Maycock Peralta, LLC 8.86% Add +1.4% 660,949 $32.7M
Galvin, Gaustad & Stein, LLC 3.06% Add +0.9% 657,448 $32.5M
Tidal Investments LLC 0.45% Reduce -6.7% 656,413 $32.4M
Roble, Belko & Company, Inc 5.38% Reduce -0.7% 650,073 $32.1M
Family Firm, Inc. 7.16% Add +21.7% 770,140 $32.1M
Apriem Advisors 3.90% Add +1.9% 644,529 $31.9M
PACK Private Wealth, LLC 19.78% Add +2.3% 644,141 $31.8M
Cascade Financial Partners, LLC 4.18% Add +1.2% 643,763 $31.8M
Parker Financial LLC 17.31% Add +7.0% 644,475 $31.8M
REDW Wealth LLC 8.22% Add +1.6% 634,637 $31.4M
Flputnam Investment Management Co. 0.59% Add +472.5% 633,349 $31.3M
Jordan Park Group LLC 2.37% Reduce -7.8% 627,796 $31.0M
Keel Point, LLC 2.80% Add +9.4% 623,171 $31.0M
1ST Source Bank 1.81% Reduce -1.7% 626,263 $30.9M
Keener Financial Planning LLC 20.17% Add +8.7% 625,692 $30.9M
Perkins Coie Trust Co 7.18% Reduce -0.1% 624,920 $30.9M
Old Mission Investment Co LLC 9.99% Add +0.7% 621,872 $30.7M
Windward Private Wealth Management Inc. 12.35% Add +2.3% 617,175 $30.5M
Kopp Family Office, LLC 18.83% Reduce -0.7% 614,265 $30.4M
Beacon Investment Advisory Services, Inc. 1.29% Add +8.5% 606,816 $30.0M
Mesirow Financial Investment Management, Inc. 0.67% Reduce -0.2% 606,360 $30.0M
Avior Wealth Management, LLC 1.28% Reduce -15.9% 605,016 $29.8M
Dravo Bay LLC 16.54% Add +6.5% 602,703 $29.8M
Intrust Bank NA 3.16% Reduce -1.1% 601,939 $29.7M
Veery Capital, LLC 11.98% Reduce -1.9% 598,590 $29.6M
OLIO Financial Planning 12.41% Reduce -0.3% 614,321 $29.4M
Concourse Financial Group Securities, Inc. 1.83% Add +1.9% 591,885 $29.3M
Integrated Wealth Concepts LLC 0.39% Add +2.7% 582,151 $28.8M
Mascoma Wealth Management LLC 7.62% Add +3.6% 580,932 $28.7M
NorthCoast Asset Management LLC 0.24% Add +93.8% 579,408 $28.6M
Salomon & Ludwin, LLC 3.16% Reduce -23.8% 572,692 $28.3M
Lowe Brockenbrough & Co. Inc. 1.88% Add +5.1% 570,338 $28.2M
Wealthcare Advisory Partners LLC 0.88% Add +2.5% 569,769 $28.2M
JRM Investment Counsel, LLC 10.14% Reduce -3.0% 568,738 $28.1M
Citizens Financial Group Inc. 0.62% Add +806.6% 566,645 $28.0M
Penobscot Wealth Management 16.65% Add +2.3% 554,184 $28.0M
Bryn Mawr Trust Advisors, LLC 1.54% Add +8.6% 564,680 $27.9M
Praetorian Wealth Management, Inc. 7.13% Add +2.2% 563,766 $27.9M
Wintrust Investments LLC 2.25% Add +1.0% 559,974 $27.7M
Benjamin F. Edwards & Company, Inc. 0.49% Reduce -4.2% 559,892 $27.7M
Cambridge Advisors Inc. 6.40% Reduce -1.4% 557,452 $27.5M
Beaird Harris Wealth Management, LLC 2.55% Add +0.6% 549,166 $27.1M
Nicolet Advisory Services, LLC 2.60% Reduce -1.4% 533,829 $27.1M
D'Orazio & Associates, Inc. 4.16% Add +0.7% 548,171 $27.1M
Weitzel Financial Services, Inc. 13.46% Reduce -0.3% 545,499 $27.0M
Monterey Private Wealth, Inc. 9.99% Add +5.7% 540,595 $26.7M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2.95% Add +11.5% 539,616 $26.7M
Heritage Trust Co 3.51% Reduce -1.4% 538,951 $26.6M
Valeo Financial Advisors, LLC 0.83% Add +3.7% 537,599 $26.6M
Prudential Financial Inc. 0.04% Add +3.4% 531,666 $26.3M
Garde Capital, Inc. 1.82% Reduce -1.5% 530,719 $26.2M
Evolution Advisers, Inc. 15.04% Add +1.9% 529,380 $26.2M
Austin Private Wealth, LLC 2.81% Reduce -5.6% 527,648 $26.1M
REAP Financial Group, LLC 6.98% Add +9.0% 525,244 $26.0M
Pine Ridge Advisers LLC 2.76% Add +33.2% 524,199 $25.9M
Manning & Napier Advisors LLC 0.29% — 522,132 $25.8M
Brooklyn FI, LLC 10.05% Add +23.1% 520,530 $25.7M
Clarius Group, LLC 1.81% Add +0.3% 515,980 $25.5M
Compound Planning, Inc. 1.89% Add +42.2% 515,442 $25.5M
Wiser Wealth Management, Inc 7.81% Add +7.0% 510,200 $25.2M
GHP Investment Advisors, Inc. 1.25% Add +2.5% 506,783 $25.0M
Cordant, Inc. 13.96% Add +2.5% 505,608 $25.0M
PrairieView Partners, LLC 2.80% Add +1.8% 504,249 $24.9M
Leavell Investment Management, Inc. 1.37% Add +0.7% 500,441 $24.7M
Accredited Investors Inc. 1.54% Add +0.7% 499,275 $24.7M
Arax Advisory Partners 2.40% Reduce -2.2% 497,207 $24.6M
First Horizon Advisors, Inc. 0.75% Add +5.1% 496,271 $24.5M
CANADA LIFE ASSURANCE Co 0.05% Add +3.1% 496,074 $24.5M
Stephens Inc. 0.37% Add +1.4% 490,948 $24.3M
Founders Financial Securities LLC 2.29% Add +10.2% 488,921 $24.2M
Cibc World Market Inc. 0.06% Add +12.2% 487,831 $24.1M
Abound Wealth Management 8.88% Reduce -2.0% 487,436 $24.1M
Wellington Management Group LLP 0.00% Reduce -53.2% 482,121 $23.8M
Focus Partners Advisor Solutions, LLC 0.62% Reduce -9.1% 480,139 $23.7M
Integris Wealth Management, LLC 6.79% Reduce -9.3% 475,462 $23.5M
Cantor Fitzgerald Investment Advisors L.P. 1.81% Reduce -0.7% 474,381 $23.4M
Cahill Financial Advisors Inc. 3.21% Add +40.6% 474,292 $23.4M
Ballentine Capital Advisors, Inc 12.44% Add +3.4% 473,483 $23.4M
Aufman Associates Inc 16.63% Add +0.3% 472,689 $23.4M
Fiera Capital Corp 0.07% Reduce -3.8% 471,756 $23.3M
Tenret Co LLC 16.12% Add +1.6% 471,003 $23.3M
Parallel Advisors, LLC 0.59% Add +1.0% 469,354 $23.2M
Sandy Spring Bank 1.02% Add +4.3% 466,863 $23.1M
Journey Advisory Group, LLC 2.75% Add +6.8% 464,263 $22.9M
Affiance Financial, LLC 5.98% Add +3.3% 463,997 $22.9M
New York Life Investment Management LLC 0.23% Add +2326.4% 461,676 $22.8M
Horizon Investments, LLC 0.62% Add +6.3% 455,223 $22.5M
Simmons Bank 1.69% Reduce -2.3% 453,652 $22.4M
Noble Family Wealth, LLC 6.43% Add +9.5% 452,058 $22.3M
1900 Wealth Management LLC 2.07% Add +55.6% 448,813 $22.2M
Relyea Zuckerberg Hanson LLC 3.71% Add +2.1% 447,794 $22.1M
Nelson Capital Management, LLC 3.91% Add +1.4% 445,919 $22.0M
LBMC Investment Advisors, LLC 1.91% Reduce -9.1% 444,981 $22.0M
Equita Financial Network, Inc. 9.16% Add +7.3% 443,663 $21.9M
Allworth Financial LP 0.14% Reduce -1.6% 434,609 $21.9M
CFS Investment Advisory Services, LLC 1.76% New 439,692 $21.7M
Balentine LLC 0.97% Reduce -7.0% 433,027 $21.4M
Pinnacle Associates Ltd. 0.33% Reduce -2.8% 429,550 $21.2M
Fort Point Capital Partners LLC 2.72% Add +0.8% 428,047 $21.2M
Arcadia Wealth Management, LLC 12.03% Add +12.3% 426,387 $21.1M
Summit Financial, LLC 0.96% Add +72.7% 423,051 $20.9M
Grey Fox Wealth Advisors, LLC 7.33% Add +7.0% 421,822 $20.8M
Sovereign Financial Group, Inc. 5.19% Add +9.2% 421,570 $20.8M
Cypress Financial Planning LLC 8.71% Add +4.9% 421,356 $20.8M
ERn Financial, LLC 3.45% Add +5.0% 420,395 $20.8M
Capital Planning Advisors, LLC 3.55% Add +6.9% 420,117 $20.8M
Farther Finance Advisors, LLC 1.01% Add +47.0% 419,536 $20.8M
Hart & Patterson Financial Group LLC 10.27% Reduce -1.8% 419,608 $20.7M
Fiduciary Group, LLC 2.23% Reduce -2.7% 418,425 $20.7M
Pinnacle Wealth Management Advisory Group, LLC 2.10% Reduce -1.2% 411,288 $20.3M
Bay Harbor Wealth Management, LLC 7.07% Reduce -4.4% 410,336 $20.3M
Exencial Wealth Advisors, LLC 0.76% Add +150.0% 409,241 $20.2M
Aspire Private Capital, LLC 5.20% Add +1.5% 408,141 $20.2M
Fort Washington Investment Advisors Inc. 0.13% Reduce -0.1% 406,649 $20.1M
Twele Capital Management, Inc. 4.55% Reduce -0.6% 406,309 $20.1M
Mayport, LLC 7.10% Add +3.7% 403,506 $19.9M
Kestra Private Wealth Services, LLC 0.39% Add +1.9% 396,829 $19.6M
Hassell Wealth Management, LLC 8.78% Add +7.0% 390,777 $19.6M
J.W. Cole Advisors, Inc. 0.92% Add +6.0% 395,259 $19.5M
Beirne Wealth Consulting Services, LLC 7.85% Add +1.6% 393,793 $19.5M
NDVR, Inc. 20.24% Reduce -5.1% 393,605 $19.5M
Hurlow Wealth Management Group, Inc. 6.67% Reduce -0.8% 393,367 $19.4M
St. Louis Trust Co 2.97% Add +1.3% 393,223 $19.4M
United Capital Financial Advisors, LLC 0.17% Add +7.5% 392,879 $19.4M
Bar Harbor Wealth Management 1.28% Reduce -1.5% 389,414 $19.2M
Natixis Advisors, LLC 0.04% Add +17.4% 387,662 $19.2M
Morton Brown Family Wealth, LLC 7.55% Add +4.8% 377,810 $19.1M
Anderson Hoagland & Co. 2.00% Reduce -13.7% 381,101 $19.1M
Texas Capital Bank Wealth Management Services Inc 1.98% Reduce -2.7% 384,844 $19.0M
Sage Mountain Advisors LLC 1.75% Add +0.7% 383,995 $19.0M
B. Riley Wealth Advisors, Inc. 0.48% Reduce -36.3% 383,974 $19.0M
Global Retirement Partners, LLC 0.59% Add +10.9% 383,935 $19.0M
Brown Wealth Management, LLC 7.62% Reduce -5.4% 382,425 $18.9M
Wade Financial Advisory, Inc 6.74% Add +0.4% 378,804 $18.7M
Drive Wealth Management, LLC 5.01% Add +6.4% 375,839 $18.6M
Bricktown Capital, LLC 3.78% Reduce -31.2% 375,555 $18.6M
Bear Mountain Capital, Inc. 7.55% Reduce -0.7% 360,165 $18.5M
Simon Quick Advisors, LLC 1.31% Add +9.7% 374,406 $18.5M
Hudock, Inc. 3.45% Reduce -0.5% 373,886 $18.5M
Ellenbecker Investment Group 3.70% Add +5.6% 371,850 $18.4M
Carlson Capital Management 0.86% Add +0.5% 370,834 $18.3M
Burkett Financial Services, LLC 9.38% Add +1.1% 369,982 $18.3M
Cardiff Park Advisors, LLC 1.75% Add +2.7% 368,264 $18.2M
Tompkins Financial Corp. 1.90% Add +8.3% 367,769 $18.2M
JNBA Financial Advisors 1.89% Reduce -0.5% 362,812 $17.9M
Empower Advisory Group, LLC 0.07% Reduce -2.0% 362,410 $17.9M
Michelson Medical Research Foundation, Inc. 15.35% No change 361,160 $17.8M
Stratos Wealth Advisors, LLC 0.88% Add +38.4% 359,705 $17.8M
Pittenger & Anderson Inc. 0.73% Add +0.1% 358,357 $17.7M
Kanawha Capital Management LLC 1.39% Reduce -1.9% 357,590 $17.7M
Myecfo, LLC 10.17% Reduce -0.4% 356,687 $17.6M
Mather Group, Llc. 0.22% Add +294.9% 351,239 $17.6M
Transamerica Financial Advisors, LLC 1.88% No change 356,159 $17.6M
JFS Wealth Advisors, LLC 1.39% Reduce -13.5% 355,545 $17.6M
VestGen Investment Management 5.19% Reduce -0.9% 355,057 $17.5M
Johnson Bixby & Associates, LLC 2.94% Reduce -5.3% 354,750 $17.5M
Libra Wealth LLC 7.51% Add +10.6% 350,851 $17.3M
Wind River Trust Co 7.02% Reduce -31.5% 350,143 $17.3M
Stratos Wealth Partners, LTD. 0.28% Reduce -0.8% 349,589 $17.3M
Intergy Private Wealth, LLC 7.04% Add +6.7% 345,518 $17.1M
Laird Norton Wetherby Trust Company, LLC 2.41% No change 345,135 $17.1M
Choate Investment Advisors 0.45% Add +0.5% 344,867 $17.0M
Ritholtz Wealth Management 0.56% Reduce -2.4% 343,683 $17.0M
Guardian Wealth Advisors, LLC 10.98% Reduce -0.3% 341,545 $16.9M
Financial Engines Advisors L.L.C. 0.04% Add +31.9% 341,374 $16.9M
Stephenson & Company, Inc. 12.49% Add +0.1% 341,021 $16.9M
Principal Securities, Inc. 0.46% Add +10.9% 340,620 $16.8M
Parkside Advisors LLC 4.30% Reduce -1.2% 340,596 $16.8M
Redwood Investment Management, LLC 1.45% Add +21.7% 339,707 $16.8M
Alera Investment Advisors, LLC 2.02% Reduce -64.0% 339,577 $16.8M
Rossmore Private Capital 2.20% Reduce -1.4% 339,027 $16.8M
Raelipskie Partnership 8.87% Reduce -0.8% 336,557 $16.6M
Monument Capital Management 4.89% Add +22.3% 336,234 $16.6M
NewSquare Capital LLC 1.43% Add +0.1% 336,016 $16.6M
Iron Horse Wealth Management, LLC 6.33% Add +3.9% 335,111 $16.6M
Chilton Capital Management LLC 0.74% Reduce -4.7% 333,711 $16.5M
Advocate Group LLC 3.28% Add +5.2% 329,973 $16.3M
Whitegate Investment Counselors, Inc. 4.62% Add +1.4% 329,590 $16.3M
Aletheian Wealth Advisors LLC 8.57% Add +8.9% 328,989 $16.3M
Franklin Resources Inc. 0.01% Add +2.0% 328,659 $16.2M
Dynamic Advisor Solutions LLC 0.51% Add +8.4% 327,904 $16.2M
Waterford Advisors, LLC 6.79% Add +1.1% 327,767 $16.2M
Level Financial Advisors 7.01% Add +5.1% 327,191 $16.2M
Caprock Group, LLC 0.65% Add +10.8% 323,866 $16.0M
F/m Investments LLC 0.57% New 321,812 $15.9M
Asset Planning Corporation 11.80% Add +1.4% 319,101 $15.8M
American Money Management, LLC 3.36% Add +0.4% 318,253 $15.7M
Orin Green Financial, LLC 7.16% New 314,731 $15.6M
RE Dickinson Investment Advisors, LLC 9.47% Reduce -21.0% 314,614 $15.5M
Summit Wealth Group, LLC 4.65% New 313,529 $15.5M
World Investment Advisors 0.96% Add +1338.8% 312,554 $15.4M
Sand Hill Global Advisors, LLC 0.70% Reduce -4.6% 311,324 $15.4M
Aspen Grove Capital, LLC 3.62% Add +3.4% 311,055 $15.4M
Latigo Investments, LLC 7.77% No change 306,975 $15.2M
Wealth Forward, LLC 11.81% Add +1.8% 305,821 $15.1M
Plancorp, LLC 0.65% Add +12.1% 305,523 $15.1M
Abacus Planning Group, Inc. 2.93% Add +6.9% 305,491 $15.1M
Argent Trust Co 0.66% Reduce -0.4% 304,110 $15.0M
Fairview Capital Investment Management, LLC 0.84% Reduce -6.3% 303,888 $15.0M
Telos Capital Management, Inc. 1.66% Add +0.3% 302,675 $15.0M
Atmos Advisory, LLC 11.69% Add +2.5% 302,518 $15.0M
Legacy Financial Group LLC 2.92% Reduce -8.5% 300,691 $14.9M
Wealthspire Retirement, LLC 1.24% Add +3.9% 298,868 $14.8M
Advisory Services Network, LLC 0.30% Add +53.9% 297,183 $14.7M
Echo45 Advisors LLC 10.32% Reduce -20.7% 297,160 $14.7M
Motive Wealth Advisors 8.81% Add +2.6% 296,968 $14.7M
HT Partners LLC 5.15% Add +2.9% 294,682 $14.6M
Operose Advisors LLC 5.15% Add +11.9% 294,164 $14.5M
Mosaic Family Wealth Partners, LLC 2.33% Add +1.4% 293,721 $14.5M
Portland Global Advisors LLC 1.97% Add +3.4% 293,651 $14.5M
CSM Advisors, LLC 1.02% Add +18.3% 290,704 $14.4M
ORG Partners LLC 1.79% New 289,932 $14.3M
Cornerstone Wealth Advisors, Inc. 4.29% Add +0.6% 290,161 $14.3M
Stewardship Advisors, LLC 4.74% Add +113.4% 289,924 $14.3M
Equitable Holdings, Inc. 0.15% Reduce -1.7% 289,091 $14.3M
SilverOak Wealth Management LLC 3.42% Add +1.7% 288,325 $14.2M
RFG Advisory, LLC 0.46% Add +23.2% 286,876 $14.2M
5th Street Advisors, LLC 7.39% Reduce -1.0% 286,199 $14.1M
Riversedge Advisors, LLC 3.41% Reduce -10.9% 282,859 $14.0M
CW Advisors, LLC 0.22% Add +1.1% 278,969 $13.8M
Advisors Capital Management, LLC 0.24% Add +5.3% 278,718 $13.8M
Montis Financial, LLC 6.22% Add +12.2% 274,346 $13.6M
Applied Capital LLC 7.77% Add +2.2% 273,996 $13.5M
Bradley Foster & Sargent Inc. 0.24% Add +2.2% 273,376 $13.5M
Annapolis Financial Services, LLC 4.34% Reduce -3.8% 271,054 $13.4M
Rodgers & Associates, LTD 1.72% Add +2.1% 270,459 $13.4M
Capital International Investors 0.00% Reduce -51.1% 268,711 $13.3M
Regal Investment Advisors LLC 0.88% Add +1.0% 268,294 $13.3M
Nadler Financial Group, Inc. 1.56% Add +2.5% 268,186 $13.3M
One Degree Advisors Inc 6.35% Add +2.3% 266,341 $13.2M
Penney Financial, LLC 9.62% Reduce -2.4% 266,306 $13.2M
Zuckerman Investment Group, LLC 1.52% Add +7.5% 265,515 $13.1M
Marathon Mission, Inc. 9.93% Add +5.3% 265,202 $13.1M
MBM Wealth Consultants, LLC 4.46% Add +2.7% 260,929 $13.1M
PFG Private Wealth Management, LLC 7.92% Add +1.3% 264,159 $13.1M
Cherry Tree Wealth Management, LLC 3.28% Add +2.4% 264,006 $13.0M
Capasso Planning Partners LLC 4.20% Reduce -3.2% 261,429 $12.9M
Wooster Corthell Wealth Management, Inc. 2.91% Reduce -0.7% 260,383 $12.9M
Bordeaux Wealth Advisors LLC 2.46% Add +430.5% 259,607 $12.8M
Cambridge Capital Management, LLC 9.48% Add +7.1% 259,361 $12.8M
Smith & Howard Wealth Management, LLC 3.82% Reduce -1.4% 259,323 $12.8M
Halbert Hargrove Global Advisors, LLC 0.75% Reduce -1.4% 259,049 $12.8M
Abbrea Capital, LLC 1.69% Add +11.5% 258,748 $12.8M
GYL Financial Synergies, LLC 0.99% Add +3.7% 258,349 $12.8M
Geneos Wealth Management Inc. 0.57% Add +4.0% 257,708 $12.7M
Independent Advisor Alliance 0.44% Reduce -6.4% 257,633 $12.7M
Smith, Moore & Co. 1.31% Reduce -1.4% 256,791 $12.7M
One Day In July LLC 1.57% Add +5.1% 254,421 $12.6M
Harbour Investments, Inc. 0.42% Add +8.9% 253,479 $12.5M
FMA Wealth Management, LLC 10.08% Add +2.8% 252,340 $12.5M
Norris Perne & French LLP 0.90% Add +0.4% 250,564 $12.4M
Clearstead Advisors, LLC 0.21% Add +68.1% 249,591 $12.3M
Warner Financial, Inc. 6.01% Add +3.1% 249,165 $12.3M
Arcataur Capital Management LLC 4.38% Reduce -0.8% 248,722 $12.3M
Waypoint Capital Advisors, LLC 3.06% Add +23.9% 247,480 $12.2M
Towerpoint Wealth, LLC 6.10% Add +1.5% 247,435 $12.2M
&partners 0.53% Add +523.7% 245,445 $12.1M
QRG Capital Management, Inc. 0.14% Add +10.4% 245,357 $12.1M
Integrity Wealth Solutions LLC 7.88% Add +6.8% 245,284 $12.1M
AdvisorNet Financial, Inc 1.10% Add +7.2% 244,158 $12.1M
Drucker Wealth 3.0, LLC 3.20% — 244,086 $12.1M
Central Bank & Trust Co. 1.66% Add +1.2% 242,116 $12.0M
Moller Wealth Partners 3.18% Add +0.5% 241,159 $11.9M
Bristlecone Advisors, LLC 1.01% Add +3.3% 240,649 $11.9M
Advisor OS, LLC 1.30% Add +8.6% 239,565 $11.8M
Petredis Investment Advisors LLC 1.32% Add +18.1% 238,841 $11.8M
Staley Capital Advisers Inc. 0.54% Reduce -0.0% 238,227 $11.8M
Private Ocean, LLC 1.04% Add +76.7% 237,900 $11.8M
Kearns & Associates LLC 8.77% Add +1.3% 237,566 $11.7M
Mondrian Investment Partners LTD 0.18% Reduce -54.0% 233,379 $11.7M
Bailard, Inc. 0.32% Reduce -1.3% 234,232 $11.6M
Epacria Capital Partners, LLC 8.50% No change 233,000 $11.5M
Ade, LLC 7.77% Add +2.8% 232,838 $11.5M
Gordian Advisors LLC 11.05% Reduce -3.8% 232,025 $11.5M
Hobart Private Capital, LLC 3.26% Add +52.1% 231,509 $11.4M
AllSquare Wealth Management LLC 6.85% Reduce -1.7% 231,054 $11.4M
Values Added Financial LLC 8.21% Add +3.2% 230,499 $11.4M
Crestmont Private Wealth LLC 5.45% Reduce -5.3% 228,816 $11.3M
Battery Global Advisors, LLC 7.43% Add +82.6% 227,233 $11.2M
Waterloo Capital, L.P. 1.35% Add +2.8% 226,766 $11.2M
Tenon Financial LLC 8.73% Add +11.1% 226,593 $11.2M
Ashton Thomas Securities, LLC 2.70% — 222,873 $11.2M
Omnia Family Wealth, LLC 4.72% Add +15.3% 225,466 $11.1M
Vident Advisory, LLC 0.31% Add +14.2% 224,990 $11.1M
Seven Post Investment Office LP 2.06% Reduce -4.3% 224,714 $11.1M
Sterling Wealth Management, Inc. 5.26% Add +5.1% 224,425 $11.1M
Wealth Alliance Advisory Group, LLC 2.50% Add +2.0% 224,394 $11.1M
Martel Wealth Advisors LLC 2.37% Reduce -4.7% 223,977 $11.1M
Agilis Partners LLC 3.35% Reduce -1.3% 222,457 $11.0M
Eagle Bay Advisors LLC 6.65% Add +17.7% 222,087 $11.0M
White Wing Wealth Management 8.78% Reduce -7.1% 221,962 $11.0M
Ebor Charitable Trust 23.37% Reduce -0.4% 221,080 $10.9M
Great Valley Advisor Group, Inc. 0.31% Add +1.0% 220,983 $10.9M
Gould Capital, LLC 7.68% Reduce -1.0% 220,482 $10.9M
Hiley Hunt Wealth Management 6.72% Add +2.2% 220,252 $10.9M
Hillcrest Wealth Advisors - NY, LLC 5.83% Add +2.5% 218,985 $10.8M
Chesley Taft & Associates LLC 0.54% Add +1.1% 217,658 $10.8M
Lodestar Private Asset Management LLC 1.48% Add +5.5% 217,142 $10.7M
Concurrent Investment Advisors, LLC 0.35% Reduce -2.8% 216,947 $10.7M
Signature Estate & Investment Advisors LLC 0.27% Add +1014.7% 215,808 $10.7M
Per Stirling Capital Management, LLC. 1.71% Reduce -31.3% 214,421 $10.6M
Kitching Partners, LLC 19.26% Add +5.2% 214,208 $10.6M
Kings Path Partners LLC 4.98% — 213,944 $10.6M
Horizons Wealth Management 8.43% Reduce -25.3% 210,036 $10.6M
Gill Capital Partners, LLC 4.08% Add +1.6% 213,720 $10.6M
Fairway Wealth LLC 6.22% Add +2.5% 213,487 $10.6M
IFG Advisors, LLC 2.47% Add +1.6% 210,864 $10.4M
Bessemer Group Inc. 0.02% Add +57.4% 210,323 $10.4M
Ausdal Financial Partners, Inc. 1.11% Add +47.4% 210,323 $10.4M
Integrated Investment Consultants, LLC 2.86% No change 207,157 $10.4M
Evercore Wealth Management, LLC 0.16% Add +4.9% 209,805 $10.4M
Cape Cod Five Cents Savings Bank 1.00% Reduce -1.3% 208,539 $10.3M
Sterling Group Wealth Management, LLC 5.90% — 208,028 $10.3M
Objectivity Squared, LLC 7.85% Add +5.6% 199,690 $10.3M
Discipline Wealth Solutions, LLC 8.10% Add +13.7% 207,676 $10.3M
Auour Investments LLC 3.79% Add +0.0% 205,832 $10.2M
Fca Corp. 3.24% Add +1.6% 204,735 $10.1M
Precedent Wealth Partners, LLC 4.07% Add +4.0% 204,634 $10.1M
Snowden Capital Advisors LLC 0.30% Add +0.3% 202,860 $10.0M
Safeguard Financial, LLC 2.78% Reduce -0.3% 202,121 $10.0M
Employees Retirement System of Texas 0.11% No change 200,000 $9.9M
Mgo One Seven LLC 0.47% Add +37.9% 198,860 $9.8M
Ashton Thomas Private Wealth, LLC 0.54% Reduce -8.1% 198,557 $9.8M
Oppenheimer & Co. Inc. 0.16% Add +17.1% 198,343 $9.8M
Planned Solutions, Inc. 4.81% Add +2.0% 197,997 $9.8M
FF Advisors,LLC 6.83% Reduce -0.8% 196,301 $9.7M
Aerodigm Wealth, LLC 4.46% Reduce -4.0% 195,946 $9.7M
Peninsula Wealth, LLC 1.81% Reduce -56.1% 187,856 $9.7M
Financial Insights, Inc. 2.68% Reduce -9.9% 194,952 $9.6M
Ascent Group, LLC 0.78% Reduce -0.1% 194,632 $9.6M
Prosperity Consulting Group, LLC 1.30% Reduce -11.2% 193,785 $9.6M
Unconventional Investor, LLC 6.75% Add +2.1% 193,758 $9.6M
Nisa Investment Advisors, LLC 0.06% No change 193,400 $9.6M
Forefront Analytics, LLC 4.57% Add +0.9% 193,194 $9.5M
AE Wealth Management LLC 0.10% Add +23.8% 192,336 $9.5M
Monument Group Wealth Advisors, LLC 6.38% Reduce -1.1% 192,066 $9.5M
1834 Investment Advisors Co. 1.14% Add +14.5% 191,611 $9.5M
BKM Wealth Management, LLC 4.55% Add +4.0% 191,561 $9.5M
Rockbridge Investment Management, LCC 1.34% Reduce -0.8% 190,845 $9.4M
NewEdge Wealth, LLC 0.20% Reduce -10.6% 190,798 $9.4M
HB Wealth Management, LLC 0.11% Add +2.8% 190,748 $9.4M
Marshall Financial Group Inc. 3.05% Add +0.6% 190,181 $9.4M
Quattro Financial Advisors LLC 2.44% Add +83.1% 188,850 $9.3M
Global Strategic Investment Solutions, LLC 1.13% Reduce -0.5% 188,496 $9.3M
Forbes Financial Planning, Inc. 7.29% Add +2.6% 187,729 $9.3M
First National Bank of Omaha 0.61% Add +1.4% 187,650 $9.3M
Interactive Financial Advisors, Inc. 5.11% Reduce -2.4% 187,626 $9.3M
Mittelman Wealth Management 6.01% Add +6.0% 187,508 $9.3M
OneDigital Investment Advisors LLC 0.12% Reduce -24.0% 187,152 $9.2M
Camden National Bank 1.42% Add +13.4% 186,238 $9.2M
Focus Financial Network, Inc. 0.39% Reduce -0.7% 179,696 $9.2M
Rareview Capital LLC 8.74% Add +9.0% 184,903 $9.1M
Opus Capital Group, LLC 1.30% Add +0.1% 184,869 $9.1M
First Manhattan Co. Llc. 0.03% Add +1.5% 183,872 $9.1M
Birchbrook, Inc. 5.45% Reduce -1.5% 183,778 $9.1M
Tarbox Family Office, Inc. 1.60% Reduce -1.0% 183,275 $9.1M
Ariel Investments 0.10% Add +16.9% 182,114 $9.0M
Integrated Advisors Network LLC 0.46% Add +3.5% 181,183 $9.0M
Elevated Capital Advisors, LLC 2.51% Reduce -3.4% 180,622 $8.9M
Fifth Third Securities, Inc. 0.82% Add +3.0% 180,511 $8.9M
Koshinski Asset Management, Inc. 0.82% Add +95.6% 177,463 $8.9M
Parsons Capital Management Inc. 0.60% Reduce -2.4% 178,287 $8.8M
Prudent Man Advisors, LLC 3.10% Add +4.5% 171,847 $8.8M
RiverGlades Family Offices LLC 6.76% Add +0.2% 176,066 $8.7M
O'shaughnessy Asset Management, LLC 0.09% Add +48.1% 175,686 $8.7M
Dynasty Wealth Management, LLC 0.25% Add +4.6% 174,461 $8.6M
Kraft, Davis & Associates, LLC 2.61% Add +0.6% 171,469 $8.6M
Mackenzie Financial Corp. 0.01% Add +3.1% 173,830 $8.6M
Highview Capital Management LLC 3.57% Add +5.6% 173,771 $8.6M
Waller Financial Planning Group, Inc. 2.30% Reduce -4.0% 173,270 $8.6M
Frank, Rimerman Advisors LLC 0.61% Add +11.0% 173,138 $8.6M
Consolidated Portfolio Review Corp 2.00% Add +17.8% 173,109 $8.6M
Von Berge Wealth Management Group, LLC 5.43% Add +0.3% 172,654 $8.5M
Tortoise Investment Management, LLC 0.97% Add +5.9% 172,625 $8.5M
Arete Wealth Advisors, LLC 0.70% Reduce -20.3% 171,843 $8.5M
Jmac Enterprises LLC 1.48% Add +2.8% 170,537 $8.4M
First Bancorp, Inc 6.18% Reduce -2.5% 169,295 $8.4M
First Citizens Bank & Trust Co. 0.16% Add +4.4% 169,162 $8.4M
WESCAP Management Group, Inc. 2.35% Reduce -1.0% 168,237 $8.3M
Hilltop Wealth Advisors, LLC 4.17% Reduce -1.0% 168,110 $8.3M
FSB Premier Wealth Management, Inc. 3.71% Reduce -3.9% 166,441 $8.2M
Northeast Investment Management 0.39% Add +7.1% 166,197 $8.2M
DBK Financial Counsel, LLC 8.95% Reduce -1.3% 166,182 $8.2M
Investment Partners, LTD. 3.69% Reduce -1.6% 166,060 $8.2M
PFW Advisors LLC 2.60% Reduce -1.2% 165,403 $8.2M
Roth Financial Partners LLC 3.52% Reduce -0.1% 165,274 $8.2M
Security Financial Services, INC. 1.77% Add +6.8% 165,203 $8.2M
Ancora Advisors LLC 0.20% Reduce -0.2% 164,199 $8.1M
Boston Financial Mangement LLC 0.26% Reduce -3.0% 163,541 $8.1M
CGN Advisors LLC 0.94% Add +36.4% 163,445 $8.1M
Shotwell Rutter Baer Inc 7.10% New 159,865 $8.0M
Schneider Downs Wealth Management Advisors, LP 1.78% Reduce -1.4% 161,960 $8.0M
IFP Advisors, Inc 0.32% Reduce -4.2% 161,608 $8.0M
Paulson Wealth Management Inc. 2.33% Reduce -0.4% 161,598 $8.0M
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 6.80% No change 160,036 $7.9M
Goldstone Financial Group, LLC 1.59% Add +14.8% 159,938 $7.9M
Etesian Wealth Advisors, Inc. 4.43% Reduce -3.5% 159,673 $7.9M
First Heartland Consultants, Inc. 0.78% Add +3.1% 159,541 $7.9M
Lansing Street Advisors 3.28% Add +14.8% 159,215 $7.9M
Stonehearth Capital Management, LLC 3.37% Add +5.8% 159,202 $7.9M
Matrix Asset Advisors Inc. 0.94% Add +13.2% 158,791 $7.8M
Gould Asset Management LLC 1.81% Reduce -4.1% 158,780 $7.8M
Sunesis Advisors, LLC 4.66% Reduce -0.6% 158,563 $7.8M
Trust Co. of Vermont 0.42% Add +4.3% 157,992 $7.8M
American Investment Services, Inc. 1.38% Reduce -1.1% 157,711 $7.8M
Vise Technologies, Inc. 1.36% Add +9.2% 157,089 $7.8M
Up Strategic Wealth Investment Advisors LLC 11.71% Add +11.1% 156,509 $7.7M
Pitcairn Co. 0.47% Reduce -1.2% 156,441 $7.7M
Windsor Capital Management, LLC 2.39% Reduce -3.7% 156,276 $7.7M
Newport Capital Group, LLC 6.11% — 156,230 $7.7M
Coastline Trust Co 0.90% Add +3.9% 156,176 $7.7M
Mycio Wealth Partners, LLC 1.97% Add +0.8% 155,842 $7.7M
Roberts Wealth Advisors, LLC 2.62% Reduce -0.3% 153,409 $7.7M
Axxcess Wealth Management, LLC 0.21% Add +16.1% 155,224 $7.7M
Wealthstar Advisors, LLC 6.10% New 152,343 $7.5M
Cadence Bank 0.56% Add +3.9% 152,103 $7.5M
Private Capital Management LLC 1.49% Reduce -1.4% 151,680 $7.5M
Silvercrest Asset Management Group LLC 0.05% Reduce -0.1% 151,527 $7.5M
Sigma Planning Corp 0.24% Reduce -0.8% 151,415 $7.5M
Sandy Cove Advisors, LLC 3.32% Add +0.4% 151,050 $7.5M
Seldon Capital LP 4.12% No change 149,017 $7.4M
Conservest Capital Advisors, Inc. 0.79% No change 146,596 $7.4M
MSH Capital Advisors LLC 2.45% Add +0.7% 148,360 $7.3M
Obermeyer Wealth Partners 0.42% Reduce -0.8% 148,333 $7.3M
Creative Financial Designs Inc. 0.65% Reduce -9.0% 147,972 $7.3M
Black Diamond Financial, LLC 1.41% Add +15.9% 147,358 $7.3M
Stratos Investment Management, LLC 0.59% Reduce -0.6% 144,381 $7.1M
New Hampshire Trust 1.62% Add +1.4% 144,071 $7.1M
Plum Street Advisors, LLC 4.14% Reduce -3.9% 143,694 $7.1M
AlTi Global, Inc. 0.19% Add +6.8% 143,675 $7.1M
Hohimer Wealth Management, LLC 1.65% Reduce -3.1% 143,594 $7.1M
Trust Co of the South 1.68% Add +0.0% 143,413 $7.1M
Apollon Wealth Management, LLC 0.22% Reduce -75.7% 143,412 $7.1M
Regis Acquisition Inc. 4.32% Add +2.8% 143,286 $7.1M
Aspiriant, LLC 0.29% Reduce -1.0% 142,047 $7.0M
PAX Financial Group, LLC 1.37% Add +14.6% 141,565 $7.0M
Cwm, LLC 0.03% Reduce -11.8% 141,510 $7.0M
Waldron Private Wealth LLC 0.31% Reduce -1.5% 141,203 $7.0M
Topel & Distasi Wealth Management, LLC 3.06% Reduce -0.6% 140,793 $7.0M
Rosenberg Matthew Hamilton 2.05% Reduce -13.5% 140,137 $6.9M
MJP Associates Inc. 1.43% Add +2.8% 139,125 $6.9M
National Philanthropic Trust 0.13% Add +405.1% 138,904 $6.9M
CVA Family Office, LLC 1.23% Reduce -48.6% 137,728 $6.8M
Avidian Wealth Enterprises, LLC 0.33% Add +14.5% 137,032 $6.8M
Fonville Wealth Management LLC 2.67% Add +4.8% 136,408 $6.7M
Crescent Grove Advisors, LLC 0.74% Reduce -2.8% 136,397 $6.7M
Nations Financial Group Inc, /Ia/ 0.55% Add +0.0% 136,089 $6.7M
Zhang Financial LLC 0.47% Add +26.5% 135,054 $6.7M
Twin Focus Capital Partners, LLC 1.06% Add +0.1% 134,814 $6.7M
Campion Asset Management 5.23% Reduce -2.4% 134,548 $6.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.20% Add +6.2% 134,163 $6.6M
Elmwood Wealth Management, Inc. 2.95% Add +9.5% 134,094 $6.6M
ETF Store, Inc. 6.83% Reduce -45.5% 133,954 $6.6M
Cerity Partners OCIO LLC 0.51% — 133,940 $6.6M
Manchester Capital Management LLC 0.78% Reduce -23.8% 131,244 $6.5M
Opes Wealth Management LLC 1.35% Add +0.8% 131,102 $6.5M
Beacon Financial Strategies CORP 4.66% Reduce -1.5% 131,082 $6.5M
Brighton Jones LLC 0.21% Add +4.8% 130,730 $6.5M
Headinvest, LLC 1.27% Add +0.0% 130,722 $6.5M
AlphaStar Capital Management, LLC 0.59% Add +0.4% 130,065 $6.4M
Becker Capital Management Inc. 0.22% Add +7.3% 130,018 $6.4M
Brandywine Trust Co. 1.06% Add +4.1% 129,767 $6.4M
Berkshire Asset Management LLC 0.32% Reduce -0.3% 129,654 $6.4M
Private Trust Co. NA 0.69% Reduce -19.5% 129,494 $6.4M
RS Crum Inc. 1.68% Reduce -2.5% 129,365 $6.4M
Traction Financial Partners, LLC 4.63% Reduce -3.3% 126,033 $6.4M
McNamara Financial Services, Inc. 1.35% Add +4.9% 128,810 $6.4M
Asset Allocation Strategies LLC 2.12% Add +20.8% 127,447 $6.3M
Joule Financial, LLC 2.53% Add +2.5% 125,776 $6.2M
Savvy Advisors, Inc. 2.02% Add +356.8% 125,671 $6.2M
Liberty Capital Management, Inc. 1.47% Add +14.4% 125,226 $6.2M
Procyon Advisors, LLC 0.46% Add +0.5% 125,034 $6.2M
Ieq Capital, LLC 0.08% Add +14.4% 124,986 $6.2M
Avestar Capital, LLC 0.68% Reduce -4.5% 124,727 $6.2M
McNaughton Wealth Management, LLC 3.26% Add +5.1% 124,540 $6.2M
Arcus Capital Partners, LLC 2.37% Reduce -2.0% 124,430 $6.1M
Sequoia Financial Advisors, LLC 0.07% Add +54.0% 123,933 $6.1M
State Street Corp. 0.00% Reduce -90.1% 123,931 $6.1M
Algorithmic Investment Models, LLC 4.78% Reduce -6.2% 123,843 $6.1M
Moody National Bank Trust Division 0.47% Add +6.7% 123,265 $6.1M
Main Street Financial Solutions, LLC 0.57% Add +16.3% 121,870 $6.0M
Asset Allocation & Management Company, LLC 3.96% No change 121,376 $6.0M
Associated Banc-Corp 0.19% Add +3.6% 121,309 $6.0M
Smartleaf Asset Management LLC 0.97% Reduce -1.5% 119,832 $5.9M
Common Fund for Nonprofit Organizations 0.82% Reduce -25.7% 119,614 $5.9M
First Financial Corp. 3.00% Add +20.2% 119,217 $5.9M
Sebold Capital Management, Inc. 4.06% Reduce -4.0% 118,997 $5.9M
Curi Capital, LLC 0.14% Reduce -1.3% 118,954 $5.9M
Fortis Advisors, LLC 4.14% Reduce -1.2% 118,833 $5.9M
Roundview Capital LLC 0.46% Add +1.2% 118,702 $5.9M
Broadview Financial Management, LLC 4.27% Add +1.7% 118,701 $5.9M
Aveo Capital Partners, LLC 0.66% Reduce -2.4% 118,478 $5.9M
Steel Grove Capital Advisors, LLC 0.81% Reduce -2.5% 118,462 $5.9M
Walkner Condon Financial Advisors LLC 1.26% Add +16.4% 118,201 $5.8M
Fairman Group, LLC 5.92% Add +4.9% 117,896 $5.8M
Fiducient Advisors LLC 0.80% Reduce -10.0% 117,199 $5.8M
McAdam, LLC 0.35% Add +2.5% 117,155 $5.8M
Farrell Financial LLC 4.48% Add +11.6% 116,493 $5.8M
BlueSky Wealth Advisors, LLC 0.97% New 116,300 $5.7M
Lanark Financial, Inc. 0.52% Reduce -1.4% 116,254 $5.7M
First PREMIER Bank 1.53% Add +1.6% 115,749 $5.7M
Corrigan Financial, Inc. 1.44% No change 112,747 $5.7M
Stillwater Capital Advisors, LLC 0.79% Add +25.0% 114,332 $5.7M
Sachem Hill LLC 1.21% Add +1.2% 114,303 $5.6M
Nicolet Bankshares Inc. 1.18% Reduce -2.5% 113,748 $5.6M
Okabena Investment Services Inc. 1.78% Add +9.5% 113,546 $5.6M
RHS Financial, LLC 3.43% Add +3.6% 113,521 $5.6M
Principal Financial Group Inc. 0.00% Reduce -2.2% 113,241 $5.6M
Leeward Financial Partners, LLC 2.27% Add +3.7% 113,207 $5.6M
Systelligence, LLC 1.49% Reduce -0.3% 112,967 $5.6M
Bray Capital Advisors 1.39% Reduce -0.0% 111,690 $5.5M
Clarity Capital Advisors, LLC 4.26% Add +4.9% 111,515 $5.5M
Prio Wealth Limited Partnership 0.16% Reduce -10.0% 111,157 $5.5M
Checchi Capital Advisers, LLC 0.43% Reduce -3.5% 111,098 $5.5M
Sound Stewardship, LLC 3.33% Add +0.9% 111,042 $5.5M
SignalPoint Asset Management, LLC 1.46% Add +220.3% 110,581 $5.5M
Compton Wealth Advisory Group, LLC 1.45% Add +52.7% 110,377 $5.5M
Mayflower Financial Advisors, LLC 0.89% Add +3.9% 109,707 $5.4M
Archvest Wealth Advisors, Inc. 3.59% Add +5.6% 109,383 $5.4M
Northland Capital Management LLC 3.78% Reduce -21.0% 109,405 $5.4M
Creekside Partners 2.98% — 109,034 $5.4M
Encompass Wealth Advisors, LLC 1.43% Reduce -2.3% 108,621 $5.4M
Meridian Wealth Advisors, LLC 0.96% Add +3.3% 108,575 $5.4M
Taylor Hoffman Wealth Management 2.18% Add +0.8% 108,219 $5.4M
DDFG, Inc 1.65% Reduce -0.1% 107,858 $5.3M
Brandywine Oak Private Wealth LLC 0.54% No change 106,832 $5.3M
Nuveen Asset Management, LLC 0.00% No change 106,811 $5.3M
Carolinas Wealth Consulting LLC 1.02% Add +1.2% 106,718 $5.3M
Eclectic Associates Inc. 2.34% Add +3.8% 106,544 $5.3M
Bank of New Hampshire 1.36% Reduce -0.7% 106,142 $5.2M
Resolute Advisors LLC 1.34% Add +4.6% 105,357 $5.2M
SVB Wealth LLC 0.13% Reduce -20.9% 104,918 $5.2M
Cary Street Partners Investment Advisory LLC 0.21% Reduce -5.6% 122,922 $5.2M
Rehmann Capital Advisory Group 0.37% Add +3.5% 104,198 $5.2M
Marathon Strategic Advisors, LLC 6.02% New 104,229 $5.2M
Chicago Partners Investment Group LLC 0.20% Add +7.6% 102,647 $5.1M
Baker Boyer National Bank 1.80% Add +22.0% 104,008 $5.1M
Sentinel Trust Co. Lba 0.63% Reduce -1.8% 103,757 $5.1M
Csenge Advisory Group 0.29% Add +24.1% 103,719 $5.1M
ICONIQ Capital, LLC 0.11% New 103,456 $5.1M
Smithbridge Asset Management Inc. 1.06% Add +0.3% 103,451 $5.1M
Emprise Bank 3.11% Add +9.8% 101,877 $5.0M
Motley Fool Wealth Management, LLC 0.25% Add +8.8% 100,169 $5.0M
Diversify Advisory Services, LLC 0.27% Reduce -1.0% 99,426 $5.0M
Certified Advisory Corp 0.62% Add +3.6% 99,840 $4.9M
Graves Light Lenhart Wealth, Inc. 0.56% Add +10.8% 99,591 $4.9M
JT Stratford LLC 0.91% Add +3.2% 99,218 $4.9M
Dorsey & Whitney Trust CO LLC 0.33% Reduce -1.1% 97,800 $4.8M
HM Payson & Co. 0.09% Add +0.0% 97,677 $4.8M
Bluestem Financial Advisors, LLC 2.42% Reduce -1.8% 96,838 $4.8M
FSA Advisors, Inc. 4.99% Reduce -4.3% 96,691 $4.8M
BSW Wealth Partners 0.78% Add +2.3% 96,537 $4.8M
Tradition Wealth Management, LLC 0.46% Add +3.5% 96,331 $4.8M
Smithfield Trust Co 0.25% Reduce -1.0% 96,118 $4.7M
Stock Yards Bank & Trust Co. 0.16% Reduce -13.7% 95,811 $4.7M
LifeGuide Financial Advisors, LLC 2.30% Add +1.3% 95,651 $4.7M
Haverford Trust Co 0.05% Add +13.9% 95,288 $4.7M
Verum Partners LLC 1.52% Reduce -17.1% 95,221 $4.7M
TPG Advisors LLC 4.00% — 95,092 $4.7M
Kentucky Farm Bureau Mutual Insurance Co 1.07% No change 95,000 $4.7M
BluePointe Capital Management, LLC 3.15% Add +1.7% 94,923 $4.7M
SouthState Bank Corp 0.34% Reduce -3.4% 94,850 $4.7M
FFT Wealth Management LLC 0.41% Reduce -1.2% 94,573 $4.7M
Gradient Capital Advisors, LLC 1.67% Add +1.5% 94,410 $4.7M
EPIQ Capital Group, LLC 1.64% Add +1.4% 94,293 $4.7M
NorthStar Asset Management LLC 3.22% Add +6.1% 94,031 $4.6M
Rinkey Investments 1.67% Add +1.6% 93,925 $4.6M
St Germain D J Co. Inc. 0.22% Reduce -2.1% 93,800 $4.6M
Oak Hill Wealth Advisors, LLC 1.40% — 93,632 $4.6M
Mitchell McLeod Pugh & Williams Inc. 1.05% Add +5.0% 93,516 $4.6M
DRW Securities, LLC 0.28% Add +1032.3% 93,056 $4.6M
Trek Financial, LLC 0.36% Add +14.2% 92,910 $4.6M
Elite Life Management LLC 17.74% Add +16.6% 92,552 $4.6M
Fort Sheridan Advisors LLC 0.74% Add +2.1% 92,429 $4.6M
Naples Global Advisors, LLC 0.46% Add +6.7% 92,095 $4.6M
Angeles Investment Advisors, LLC 0.23% Reduce -16.4% 91,795 $4.5M
Grey Ledge Advisors, LLC 1.24% Add +8.7% 91,608 $4.5M
Summit Financial Strategies, Inc. 0.56% Add +1.1% 91,375 $4.5M
Rockingstone Advisors LLC 2.31% Add +1.1% 91,255 $4.5M
Narus Financial Partners, LLC 1.82% Add +1.7% 91,196 $4.5M
Cypress Wealth Services, LLC 1.00% Reduce -2.4% 91,089 $4.5M
Rothschild Wealth LLC 1.46% Add +1.1% 90,735 $4.5M
Tamar Securities, LLC 0.73% Add +6.8% 90,661 $4.5M
Jump Financial, LLC 0.09% Add +111.5% 90,074 $4.5M
Life Planning Partners, Inc 4.04% Add +8.1% 90,067 $4.5M
Texas Capital Bancshares Inc 1.83% Reduce -0.1% 90,034 $4.4M
Fulton Breakefield Broenniman LLC 0.33% Add +4.2% 89,661 $4.4M
Alley Investment Management Company, LLC 0.60% Add +0.4% 89,374 $4.4M
First National Corp. /Ma/ 1.05% Reduce -8.3% 89,329 $4.4M
Berger Financial Group, Inc 0.35% Reduce -6.2% 89,256 $4.4M
Nabity-Jensen Investment Management Inc 3.58% Reduce -1.9% 88,537 $4.4M
Phoenix Wealth Advisors 2.20% Add +9.1% 88,502 $4.4M
Prime Capital Investment Advisors, LLC 0.06% Reduce -8.6% 88,325 $4.4M
FC Advisory LLC 1.59% Reduce -1.1% 88,001 $4.3M
Centennial Bank 2.13% Add +0.1% 87,994 $4.3M
Shepherd Financial Partners LLC 0.56% Reduce -3.6% 87,626 $4.3M
MidAtlantic Capital Management, Inc. 3.62% Add +33.6% 87,362 $4.3M
Condor Capital Management 0.41% Reduce -1.2% 87,142 $4.3M
All Season Financial Advisors, Inc. 3.89% Add +8.1% 86,735 $4.3M
Silver Oak Securities, Incorporated 0.64% Add +15.5% 86,455 $4.3M
Olympus Wealth Management, LLC 1.34% New 86,371 $4.3M
Foundations Investment Advisors, LLC 0.10% Add +6.6% 85,445 $4.2M
Wedbush Securities Inc. 0.15% Reduce -9.5% 85,115 $4.2M
Stone Summit Wealth LLC 1.50% Add +7.4% 84,899 $4.2M
Maripau Wealth Management LLC 2.86% Add +38.2% 84,763 $4.2M
GenTrust, LLC 0.23% Add +1.0% 84,395 $4.2M
IHT Wealth Management, LLC 0.16% Reduce -4.8% 84,596 $4.2M
Sabal Trust CO 0.25% Add +1.9% 84,030 $4.2M
Capital Asset Advisory Services LLC 0.23% Add +13.0% 82,888 $4.2M
Blue Investment Partners LLC 1.86% Reduce -3.6% 83,120 $4.1M
Silver Coast Investments LLC 1.68% Reduce -6.8% 83,071 $4.1M
James J. Burns & Company, LLC 0.80% Add +86.1% 82,733 $4.1M
Wescott Financial Advisory Group, LLC 0.47% Add +1.1% 82,667 $4.1M
Cutler Investment Counsel LLC 0.55% Add +0.2% 82,360 $4.1M
Nottingham Advisors, Inc. 0.48% Add +5.7% 82,046 $4.1M
Capital Analysts, LLC 0.18% Add +4.8% 81,953 $4.0M
Kingsview Wealth Management, LLC 0.10% Add +29.1% 81,705 $4.0M
Parthenon LLC 0.51% Add +1.6% 81,701 $4.0M
Breed's Hill Capital LLC 3.56% No change 81,414 $4.0M
Compass Financial Group, Inc. 1.99% Add +0.3% 79,142 $4.0M
Opinicus Capital, Inc. 3.35% Add +2.1% 80,298 $4.0M
MBB Public Markets I LLC 0.08% No change 80,000 $4.0M
Bakala Capital LLC 28.19% Add +18.3% 79,121 $3.9M
Columbus Macro, LLC 1.50% Add +6.5% 78,498 $3.9M
Great Lakes Advisors, LLC 0.03% Add +14.5% 78,326 $3.9M
Oxford Financial Group, LTD. LLC 0.26% Add +183.7% 78,290 $3.9M
Americana Partners, LLC 0.30% Reduce -0.1% 78,058 $3.9M
Moors & Cabot, Inc. 0.21% Add +20.2% 77,973 $3.9M
Pillar Wealth Advisors, LLC 4.61% Reduce -42.9% 77,683 $3.8M
Northwest Wealth Management, LLC 0.99% Reduce -9.7% 77,536 $3.8M
CoreFirst Bank & Trust 2.55% Add +47.4% 76,697 $3.8M
New Republic Capital, LLC 1.90% Add +0.2% 76,632 $3.8M
Gladstone Institutional Advisory LLC 0.20% Add +20.4% 76,522 $3.8M
Weinberger Asset Management, Inc 1.78% Reduce -2.8% 76,286 $3.8M
Blueprint Investment Partners LLC 0.82% Add +0.6% 76,243 $3.8M
Jacobi Capital Management LLC 0.33% Add +315.7% 76,213 $3.8M
BOS Asset Management, LLC 1.74% Reduce -0.7% 75,905 $3.8M
Arrowroot Family Office, LLC 2.40% Add +2.6% 75,895 $3.8M
Sensible Financial Planning & Management, LLC. 0.80% Reduce -1.1% 75,278 $3.7M
Debussy Capital Management LP 1.06% Add +0.3% 75,201 $3.7M
RBF Capital, LLC 0.22% No change 75,000 $3.7M
C M Bidwell & Associates Ltd. 2.48% Reduce -6.8% 74,867 $3.7M
Ironwood Financial, llc 0.83% Add +6.4% 74,598 $3.7M
Maia Wealth LLC 1.11% — 72,120 $3.7M
Ameritas Advisory Services, LLC 0.14% Add +12.2% 74,101 $3.7M
Laraway Financial Advisors Inc 3.12% Add +1.4% 73,794 $3.6M
Barry Investment Advisors, LLC 1.23% Reduce -1.9% 73,779 $3.6M
W.H. Cornerstone Investments Inc. 2.56% Add +26.1% 73,005 $3.6M
Wesbanco Bank Inc. 0.13% Add +46.7% 72,522 $3.6M
Willis Johnson & Associates, Inc. 0.29% Add +9.7% 72,321 $3.6M
Park National Corp. 0.13% Reduce -1.5% 71,962 $3.6M
MorganRosel Wealth Management, LLC 1.24% Add +7.7% 70,996 $3.5M
Provident Wealth Management, LLC 1.26% Reduce -8.0% 69,970 $3.5M
US Financial Advisors, LLC 1.16% Reduce -1.2% 69,801 $3.4M
DAVENPORT & Co LLC 0.02% Add +10.8% 69,531 $3.4M
Baron Wealth Management LLC 1.76% Add +0.8% 68,660 $3.4M
Essex Financial Services, Inc. 0.25% Add +34.9% 69,243 $3.4M
Hoylecohen, LLC 0.25% Reduce -6.3% 68,162 $3.4M
AQR Capital Management 0.01% Add +31.4% 68,082 $3.4M
Financial Advocates Investment Management 0.21% Reduce -3.8% 67,760 $3.3M
Independent Family Office, LLC 1.91% Add +23.1% 67,686 $3.3M
West Bancorporation Inc. 2.47% Reduce -9.8% 67,552 $3.3M
Steph & Co. 1.13% Add +27.6% 67,320 $3.3M
Greystone Financial Group, LLC 0.65% Reduce -4.4% 67,276 $3.3M
Van Cleef Asset Management,Inc 0.42% Reduce -4.9% 67,203 $3.3M
Annis Gardner Whiting Capital Advisors, LLC 0.94% Add +25.9% 67,200 $3.3M
Highland Capital Management, LLC 0.20% Reduce -4.2% 67,082 $3.3M
Gold Investment Management Ltd. 1.40% Reduce -0.1% 66,817 $3.3M
RiverFront Investment Group, LLC 0.09% No change 66,018 $3.3M
Patriot Financial Group Insurance Agency, LLC 0.48% Reduce -0.7% 65,722 $3.2M
Conning Inc. 0.12% No change 65,275 $3.2M
Echo Wealth Management, LLC 2.42% Reduce -5.8% 64,956 $3.2M
Schechter Investment Advisors, LLC 0.24% Add +1.0% 64,866 $3.2M
LGL Partners, LLC 0.47% Add +0.9% 64,749 $3.2M
Golden Road Advisors LLC 2.63% Reduce -4.4% 63,587 $3.2M
Camelot Technology Advisors, Inc. 2.96% Add +0.9% 64,351 $3.2M
Diversified Trust Co. 0.09% Add +5.8% 64,143 $3.2M
VERITY Wealth Advisors 2.37% Add +0.9% 64,060 $3.2M
Afg Fiduciary Services Limited Partnership 2.21% Reduce -9.2% 62,218 $3.2M
Warwick Investment Management, Inc. 0.74% Reduce -0.4% 63,923 $3.2M
Barrett & Company, Inc. 1.42% Add +0.3% 63,430 $3.1M
Revolve Wealth Partners, LLC 0.52% Add +1.4% 63,424 $3.1M
Carr Financial Group Corp 0.99% Reduce -17.5% 63,049 $3.1M
Wick Capital Partners, LLC 1.08% New 54,439 $3.1M
Caldwell Trust Co 0.34% Add +14.3% 62,359 $3.1M
Morling Financial Advisors, LLC 1.34% Add +0.7% 62,270 $3.1M
JDM Financial Group LLC 2.08% Add +0.0% 62,239 $3.1M
Peoples Bank 1.60% Add +2.3% 62,231 $3.1M
Visionary Wealth Advisors 0.20% Add +11.9% 61,654 $3.0M
First National Trust Co 0.13% Add +5.2% 61,565 $3.0M
Titleist Asset Management, LLC 0.46% Add +480.6% 60,826 $3.0M
Marquette Associates, Inc. 2.26% Reduce -0.9% 60,701 $3.0M
Lodestone Wealth Management LLC 1.58% Add +18.8% 60,629 $3.0M
Deutsche Bank AG 0.00% Reduce -38.0% 60,549 $3.0M
Pachira Investments Inc. 2.65% Add +0.8% 60,529 $3.0M
Baker Avenue Asset Management, LP 0.10% Reduce -3.2% 60,311 $3.0M
Simplicity Wealth,LLC 0.07% Reduce -1.5% 59,910 $3.0M
ETF Portfolio Partners, Inc. 0.93% Reduce -13.5% 59,857 $3.0M
TPG Financial Advisors, LLC 1.40% — 59,854 $3.0M
BancFirst Trust & Investment Management 1.38% Add +5.7% 59,220 $2.9M
United Advisor Group, LLC 0.91% Reduce -21.3% 59,171 $2.9M
Maltin Wealth Management, Inc. 1.57% Add +26.2% 59,162 $2.9M
Waters Parkerson & Co., LLC 0.16% Add +0.2% 59,134 $2.9M
Gray Private Wealth, LLC 1.87% Reduce -0.8% 59,108 $2.9M
LMCG Investments, LLC 0.17% Reduce -4.2% 59,085 $2.9M
Verus Capital Partners, LLC 0.30% Reduce -4.5% 58,483 $2.9M
Birch Hill Investment Advisors LLC 0.14% Add +1.2% 58,422 $2.9M
Financial Planning & Information Services, Inc. 0.44% Reduce -13.6% 58,083 $2.9M
NorthRock Partners, LLC 0.11% Add +93.9% 58,012 $2.9M
Avantax Planning Partners, Inc. 0.09% Reduce -3.1% 57,980 $2.9M
AMG National Trust Bank 0.08% Add +21.8% 57,850 $2.9M
Watershed Private Wealth LLC 1.22% Reduce -17.0% 57,842 $2.9M
CJM Wealth Advisers, Ltd. 1.05% Reduce -3.7% 57,551 $2.8M
Beacon Financial Group 0.32% Reduce -0.2% 57,529 $2.8M
Florida Trust Wealth Management Co 0.10% Add +2.5% 57,454 $2.8M
Scott Capital Advisors, LLC 0.84% Add +5.4% 56,436 $2.8M
Forum Financial Management, LP 0.05% Reduce -9.4% 57,013 $2.8M
NorthLanding Financial Partners, LLC 2.94% Add +0.6% 56,477 $2.8M
Horizon Investment Services, LLC 1.31% Reduce -0.4% 56,387 $2.8M
Perennial Investment Advisors, LLC 0.40% Add +3.7% 56,300 $2.8M
Rappaport Reiches Capital Management, LLC 0.82% Add +209.3% 56,205 $2.8M
Lazard Asset Management LLC 0.00% Add +37.3% 56,063 $2.8M
Laurel Wealth Planning LLC 1.92% Reduce -13.4% 55,811 $2.8M
Moser Wealth Advisors, LLC 1.50% Reduce -0.5% 55,729 $2.8M
General Partner, Inc. 1.75% No change 55,579 $2.7M
Turtle Creek Wealth Advisors, LLC 0.64% Add +2.7% 55,543 $2.7M
Buck Wealth Strategies, LLC 0.81% New 55,408 $2.7M
LifePlan Investment Advisors, Inc. 1.96% Add +35.5% 55,144 $2.7M
Washington Trust Advisors, Inc. 0.25% Add +5.3% 55,137 $2.7M
Windham Capital Management, LLC 2.10% No change 54,223 $2.7M
Washington Trust Bank 0.26% Reduce -3.1% 53,969 $2.7M
C2C Wealth Management, LLC 2.61% Reduce -0.4% 53,931 $2.7M
49 Wealth Management, LLC 0.52% Reduce -2.2% 53,657 $2.7M
BTC Capital Management, Inc. 0.25% No change 53,551 $2.6M
TD Private Client Wealth LLC 0.08% Add +5.7% 53,521 $2.6M
Callan Family Office, LLC 0.51% Add +12.0% 53,434 $2.6M
Evergreen Capital Management LLC 0.10% Reduce -26.1% 53,416 $2.6M
Shufro Rose & Co. LLC 0.21% Add +4.5% 53,099 $2.6M
Appleton Partners Inc. 0.20% Add +3.4% 53,101 $2.6M
Boston Family Office LLC 0.19% Reduce -12.7% 53,066 $2.6M
SOL Capital Management CO 0.31% Reduce -2.6% 53,003 $2.6M
Certuity, LLC 0.21% Reduce -13.4% 52,889 $2.6M
Castle Wealth Management LLC 1.25% Reduce -3.8% 52,762 $2.6M
Falcon Wealth Planning 0.34% Reduce -8.0% 52,754 $2.6M
Hutchens & Kramer Investment Management Group, LLC 1.43% Reduce -2.0% 52,414 $2.6M
LPWM LLC 0.89% Add +2.3% 51,344 $2.6M
Sightline Wealth Advisors, LLC 1.60% Add +0.4% 52,043 $2.6M
Essex Bank 0.69% Reduce -3.0% 51,924 $2.6M
PFG Advisors 0.17% Add +7.3% 51,642 $2.6M
Partners Capital Investment Group, LLP 0.04% No change 51,633 $2.5M
Community Financial Services Group, LLC 0.55% Add +2.0% 51,544 $2.5M
Five Oceans Advisors 1.34% Reduce -11.0% 51,535 $2.5M
Bangor Savings Bank 0.25% Add +0.4% 51,300 $2.5M
RTD Financial Advisors, Inc. 0.34% Add +25.0% 51,267 $2.5M
SageView Advisory Group, LLC 0.16% Add +787.4% 50,836 $2.5M
Bartlett & Co. Wealth Management LLC 0.04% Add +1.8% 50,471 $2.5M
Charter Oak Capital Management, LLC 0.26% Reduce -2.6% 50,379 $2.5M
Global Endowment Management, LP 0.26% Reduce -31.5% 50,000 $2.5M
Prospera Financial Services Inc 0.07% Add +3.7% 49,706 $2.5M
Maryland Capital Advisors Inc. 1.32% Reduce -4.3% 49,667 $2.5M
Evanson Asset Management, LLC 0.18% Reduce -3.5% 49,621 $2.5M
Creegan & Nassoura Financial Group, LLC 1.68% Reduce -0.5% 49,526 $2.4M
Grove Bank & Trust 0.39% Add +20.7% 48,970 $2.4M
Custos Family Office, LLC 0.96% Add +438.6% 48,523 $2.4M
Rakuten Investment Management, Inc. 0.02% Add +236.8% 48,504 $2.4M
Riverview Trust Co 2.27% New 48,354 $2.4M
Armbruster Capital Management, Inc. 0.50% Reduce -0.7% 48,325 $2.4M
PFG Investments, LLC 0.17% Reduce -75.2% 48,124 $2.4M
Archford Capital Strategies, LLC 0.39% Add +0.8% 48,082 $2.4M
Millennium Management 0.00% Reduce -62.9% 47,945 $2.4M
Eagle Bluffs Wealth Management LLC 1.38% Reduce -3.9% 47,855 $2.4M
Lindbrook Capital, LLC 0.22% No change 47,843 $2.4M
Evermay Wealth Management LLC 0.38% Reduce -2.8% 47,782 $2.4M
Nova R Wealth, Inc. 1.22% Reduce -3.4% 47,711 $2.4M
First National Advisers, LLC 0.43% Add +3.4% 47,695 $2.4M
Andina Capital Management, LLC 1.76% Add +10.4% 47,493 $2.3M
Fulton Bank, N.A. 0.09% Add +7.5% 47,339 $2.3M
Firestone Capital Management 0.64% Reduce -6.8% 47,325 $2.3M
Kovack Advisors, Inc. 0.26% Reduce -0.6% 47,269 $2.3M
Guardian Capital Advisors LP 0.25% Reduce -19.6% 45,776 $2.3M
Parkwood LLC 0.29% No change 46,909 $2.3M
Cassady Schiller Wealth Management, LLC 0.94% Add +21.1% 46,882 $2.3M
Thoroughbred Financial Services, LLC 0.15% Add +7.3% 46,854 $2.3M
Soltis Investment Advisors LLC 0.24% Reduce -2.7% 46,635 $2.3M
Trinity Financial Advisors LLC 1.03% Add +68.8% 46,571 $2.3M
Family Wealth Partners, LLC 1.19% Add +6.6% 46,364 $2.3M
Collective Family Office LLC 0.67% Reduce -0.9% 46,181 $2.3M
Highline Wealth Partners LLC 0.86% Add +6.2% 45,968 $2.3M
Stonebridge Financial Planning Group, LLC 1.14% Add +1.1% 45,841 $2.3M
Strategic Financial Planning, Inc. 1.62% Reduce -6.3% 45,463 $2.2M
Letson Investment Management, Inc. 0.99% Add +5.3% 45,302 $2.2M
Texas Yale Capital Corp. 0.11% No change 45,238 $2.2M
Motco 0.13% Reduce -17.1% 45,140 $2.2M
Diversified Portfolios, Inc. 0.29% No change 44,920 $2.2M
Global Wealth Management Investment Advisory, Inc. 0.52% Reduce -4.9% 44,861 $2.2M
Private Wealth Management Group, LLC 0.96% Reduce -1.9% 44,763 $2.2M
Richardson Financial Services Inc. 1.59% Add +1.9% 44,664 $2.2M
Chris Bulman Inc 1.51% — 44,610 $2.2M
One Wealth Advisors, LLC 0.47% Reduce -7.2% 44,870 $2.2M
Cornerstone Wealth Management, LLC 0.17% Add +3.8% 44,361 $2.2M
Aquire Wealth Advisors, LLC 0.73% Reduce -1.5% 44,155 $2.2M
Swmg, LLC 0.97% Add +3.0% 44,039 $2.2M
CIC Wealth, LLC 0.60% Add +0.2% 43,952 $2.2M
Legacy Financial Advisors, Inc. 0.39% Reduce -1.7% 43,893 $2.2M
Castleview Partners, LLC 1.23% Reduce -6.1% 43,803 $2.2M
Sowell Financial Services LLC 0.10% Reduce -8.9% 43,773 $2.2M
LongView Wealth Management 0.80% Reduce -3.3% 43,623 $2.2M
StoneX Group Inc. 0.17% Add +5.6% 43,098 $2.1M
M3 Advisory Group, LLC 1.75% Add +3.4% 43,074 $2.1M
Sunpointe, LLC 1.38% Add +58.6% 43,046 $2.1M
Stonekeep Investments, LLC 1.72% — 43,028 $2.1M
Innova Wealth Partners 1.51% Reduce -4.3% 42,609 $2.1M
Hardy Reed LLC 0.21% Reduce -0.8% 42,599 $2.1M
Inscription Capital, LLC 0.34% Add +5.1% 42,272 $2.1M
Barclays PLC 0.00% No change 41,884 $2.1M
World Equity Group, Inc. 0.61% Reduce -51.5% 41,539 $2.1M
Cynosure Group, LLC 0.33% Add +1.5% 41,299 $2.0M
Burke & Herbert Bank & Trust Co. 0.50% New 41,289 $2.0M
Running Point Capital Advisors, LLC 0.84% Reduce -3.9% 41,244 $2.0M
Cromwell Holdings LLC 1.21% — 40,997 $2.0M
Asset Dedication, LLC 0.14% Add +1.5% 40,996 $2.0M
U.S. Capital Wealth Advisors, LLC 0.08% Add +5.7% 40,994 $2.0M
Legacy Edge Advisors, LLC 0.37% Add +5.5% 40,874 $2.0M
Pine Harbor Wealth Management, LLC 1.19% Add +6.0% 40,870 $2.0M
Cranbrook Wealth Management, LLC 0.49% Reduce -17.3% 40,650 $2.0M
Formidable Asset Management, LLC 0.32% Add +389.2% 40,622 $2.0M
Affinity Capital Advisors, LLC 0.42% Add +1.5% 40,334 $2.0M
Alliance Wealth Advisors, LLC 1.25% Add +1.0% 40,261 $2.0M
Flagship Harbor Advisors, LLC 0.12% Reduce -4.4% 40,049 $2.0M
SeaCrest Wealth Management, LLC 0.22% Add +5.2% 39,935 $2.0M
Squire Investment Management Company, LLC 1.12% Add +2.6% 39,839 $2.0M
E&G Advisors, LLC 0.58% Add +34.0% 39,757 $2.0M
Bleakley Financial Group, LLC 0.06% Add +1.0% 39,704 $2.0M
Aureus Asset Management, LLC 0.14% Reduce -0.2% 39,326 $1.9M
Interchange Capital Partners, LLC 0.71% Add +11.0% 39,207 $1.9M
Eight 31 Financial, LLC 1.49% Reduce -74.0% 39,205 $1.9M
Bigelow Investment Advisors, LLC 0.92% Reduce -2.1% 39,072 $1.9M
Orcam Financial Group 2.07% Add +0.5% 39,014 $1.9M
Canal Capital Management, LLC 0.33% Reduce -1.4% 38,919 $1.9M
Quadrant Capital Group LLC 0.14% Reduce -5.8% 38,917 $1.9M
Aua Capital Management, LLC 1.16% Reduce -29.5% 38,865 $1.9M
IFG Advisory, LLC 0.12% Add +14.4% 38,616 $1.9M
Venture Visionary Partners LLC 0.09% Add +0.8% 38,587 $1.9M
Relative Value Partners Group, LLC 0.25% Reduce -96.4% 38,276 $1.9M
Lake Street Private Wealth, LLC 0.25% Add +5.9% 38,276 $1.9M
Waypoint Wealth Partners Inc. 0.55% Reduce -3.0% 38,223 $1.9M
Western Wealth Management, LLC 0.14% Add +5.1% 38,152 $1.9M
Sunburst Financial Group, LLC 0.51% Reduce -1.5% 37,998 $1.9M
Arbor Wealth Advisors LLC 1.85% Add +8.3% 37,857 $1.9M
Montecito Bank & Trust 0.38% Reduce -5.4% 37,756 $1.9M
Oarsman Capital, Inc. 0.41% Reduce -0.9% 37,576 $1.9M
Security National Bank of Sioux City Iowa 1.33% Reduce -0.2% 37,419 $1.8M
Rothschild Capital Partners, LLC 0.53% Add +22.5% 37,414 $1.8M
FSM Wealth Advisors, LLC 0.62% Reduce -0.9% 37,368 $1.8M
New Century Financial Group, LLC 0.78% New 37,138 $1.8M
Summit Global Investments 0.13% Reduce -13.4% 37,068 $1.8M
Red Tortoise LLC 1.00% Add +3.4% 37,054 $1.8M
Thrive Capital Management, LLC 0.83% Add +158.2% 36,856 $1.8M
West Coast Financial LLC 0.21% Reduce -1.5% 36,602 $1.8M
Moneco Advisors, LLC 0.26% Reduce -14.1% 36,402 $1.8M
Independent Financial Group, LLC 0.07% Add +2.1% 36,330 $1.8M
Daymark Wealth Partners, LLC 0.08% Add +87.3% 36,289 $1.8M
Hall Laurie J Trustee 0.62% No change 36,188 $1.8M
Guidance Capital, Inc. 0.59% Add +13.3% 35,120 $1.8M
Ironwood Investment Counsel, LLC 0.32% Reduce -8.5% 36,136 $1.8M
Chico Wealth RIA 1.62% Reduce -4.9% 35,724 $1.8M
Security Benefit Life Insurance Co. 0.59% Reduce -49.0% 35,700 $1.8M
International Assets Investment Management, LLC 0.17% Add +5.8% 35,699 $1.8M
Retirement Investment Advisors, Inc. 0.21% — 35,599 $1.8M
Kingswood Wealth Advisors, LLC 0.16% Add +4.4% 35,508 $1.8M
Calton & Associates, Inc. 0.87% Reduce -1.1% 35,351 $1.7M
Family CFO Inc 1.07% Reduce -0.9% 35,152 $1.7M
Aries Wealth Management 0.54% No change 34,920 $1.7M
Total Clarity Wealth Management, Inc. 0.60% Reduce -1.7% 34,906 $1.7M
Perennial Advisors, LLC 0.39% Add +2.9% 34,771 $1.7M
Strategies Wealth Advisors, LLC 0.25% Reduce -1.4% 34,593 $1.7M
Clear Creek Financial Management, LLC 0.21% Add +123.6% 34,249 $1.7M
Victory Financial Group, LLC 0.79% Reduce -12.4% 34,119 $1.7M
Sterling Financial Planning, Inc. 0.68% Reduce -3.9% 33,960 $1.7M
Ciovacco Capital Management LLC 1.07% Reduce -7.9% 33,557 $1.7M
Sage Capital Advisors,llc 0.48% Add +0.1% 33,481 $1.7M
Bragg Financial Advisors, Inc 0.07% Reduce -2.6% 33,388 $1.7M
Bell Bank 0.14% Add +19.1% 33,379 $1.6M
N.E.W. Advisory Services LLC 0.18% Reduce -17.0% 33,198 $1.6M
Pallas Capital Advisors LLC 0.07% Add +41.0% 32,355 $1.6M
City of London Investment Management Co. Ltd. 0.14% New 33,000 $1.6M
Nomura Asset Management Co. Ltd. 0.01% Reduce -8.3% 33,000 $1.6M
RCS Financial Planning, LLC 0.96% Add +4.5% 32,937 $1.6M
Clifford Swan Investment Counsel LLC 0.06% No change 32,894 $1.6M
Gotham Asset Management 0.02% Add +0.3% 32,788 $1.6M
Magnus Financial Group LLC 0.18% Reduce -5.8% 32,692 $1.6M
Wells Trecaso Financial Group, LLC 0.56% Reduce -0.0% 32,627 $1.6M
Spire Wealth Management 0.06% Add +1.9% 32,611 $1.6M
Legacy Bridge, LLC 0.95% No change 32,596 $1.6M
Liberty Wealth Management LLC 0.29% Add +9.2% 32,473 $1.6M
Lynx Investment Advisory 1.19% — 32,489 $1.6M
Colony Family Offices, LLC 0.52% Add +7.9% 32,484 $1.6M
Obsidian Personal Planning Solutions LLC 0.97% Reduce -0.8% 32,274 $1.6M
MIdWestOne Financial Group, Inc. 0.29% Add +69.1% 32,040 $1.6M
Jefferies Financial Group Inc. 0.03% Reduce -1.9% 31,994 $1.6M
Greenleaf Trust 0.01% Add +2.9% 31,784 $1.6M
WBH Advisory Inc. 0.16% Add +0.3% 31,643 $1.6M
Redwood Wealth Management Group, LLC 1.17% Add +2.0% 31,488 $1.6M
Stephens Consulting, LLC 0.44% Reduce -0.4% 31,408 $1.6M
William Howard & Co Financial Advisors Inc 1.42% Add +31.4% 31,152 $1.5M
Covestor Ltd 0.99% Add +5.5% 30,991 $1.5M
Wealthspan Partners, LLC 0.85% Add +12.2% 30,999 $1.5M
Continuum Advisory, LLC 0.22% Reduce -4.6% 30,924 $1.5M
Thrive Wealth Management, LLC 0.30% Add +4.2% 30,814 $1.5M
MA Private Wealth 0.30% Reduce -23.8% 30,724 $1.5M
Global Financial Private Client, LLC 0.63% Add +0.1% 30,616 $1.5M
LS Investment Advisors, LLC 0.24% Reduce -0.7% 30,505 $1.5M
Janiczek Wealth Management, LLC 0.32% Reduce -17.0% 30,427 $1.5M
True Wealth Design, LLC 0.37% Reduce -0.6% 30,414 $1.5M
Petra Financial Advisors Inc. 1.08% Add +1.4% 30,414 $1.5M
One Capital Management, LLC 0.05% Add +1.1% 30,406 $1.5M
GS Investments, Inc. 0.71% No change 30,375 $1.5M
Eq LLC 0.90% Reduce -1.2% 30,277 $1.5M
Balanced Rock Investment Advisors LLC 1.26% Reduce -3.5% 30,252 $1.5M
L.M. Kohn & Company 0.40% Add +4.4% 29,933 $1.5M
Flagstar Securities, Inc. 0.41% Reduce -2.4% 30,035 $1.5M
Forthright Family Wealth Advisory LLC 0.96% Add +2.6% 29,993 $1.5M
Upper Left Wealth Management, LLC 1.34% Add +12.4% 29,924 $1.5M
GC Wealth Management RIA, LLC 0.29% Reduce -10.7% 29,923 $1.5M
Fortitude Family Office, LLC 0.83% Add +0.0% 29,756 $1.5M
Financial Life Advisors 0.60% Reduce -9.4% 29,710 $1.5M
PBMares Wealth Management LLC 0.36% Add +190.2% 29,647 $1.5M
Mirae Asset Global Investments Co., Ltd. 0.01% No change 29,641 $1.5M
Compass Ion Advisors, LLC 0.21% Add +3.6% 29,127 $1.5M
Accel Wealth Management 0.58% Add +23.2% 29,548 $1.5M
Pine Valley Investments Ltd Liability Co 0.11% Add +13.8% 29,450 $1.5M
Lion Street Advisors, LLC 0.54% Reduce -19.5% 29,407 $1.5M
Meridian Investment Counsel Inc. 0.46% No change 29,360 $1.5M
Johnson Financial Group, Inc. 0.07% Reduce -1.5% 29,340 $1.4M
Capital City Trust Co. 0.39% No change 29,189 $1.4M
9258 Wealth Management, LLC 0.22% Add +1.2% 29,140 $1.4M
Gridiron Partners, LLC 0.92% No change 29,111 $1.4M
FineMark National Bank & Trust 0.05% Add +30.7% 29,107 $1.4M
Inspirion Wealth Advisors, LLC 0.22% Reduce -1.1% 29,104 $1.4M
Allen Capital Group, LLC 0.20% Add +6.2% 29,100 $1.4M
Crewe Advisors LLC 0.16% Add +1.9% 29,057 $1.4M
Uptick Partners, LLC 1.10% Reduce -4.7% 28,595 $1.4M
Delta Financial Advisors LLC 0.56% Add +0.1% 29,022 $1.4M
First National Bank & Trust Co. of Newtown 0.29% Reduce -0.7% 28,895 $1.4M
DB Fitzpatrick & Co, Inc 1.32% Add +230.1% 28,821 $1.4M
SpiderRock Advisors, LLC 0.04% Add +1.6% 28,745 $1.4M
Everhart Financial Group, Inc. 0.37% Add +12.5% 29,454 $1.4M
Quantinno Capital Management LP 0.03% Add +106.4% 28,633 $1.4M
Advus Financial Partners, LLC 0.43% Reduce -0.7% 28,604 $1.4M
First American Bank 0.11% Add +0.6% 28,514 $1.4M
White Lighthouse Investment Management Inc. 0.27% Reduce -1.9% 28,455 $1.4M
S&T Bank 0.36% Add +2.1% 28,450 $1.4M
Larson Financial Group LLC 0.10% Add +25.1% 28,399 $1.4M
Atlantic Edge Private Wealth Management, LLC 0.47% Add +7.6% 28,287 $1.4M
InTrack Investment Management Inc 0.99% Reduce -0.3% 28,262 $1.4M
Joel Isaacson & Co., LLC 0.07% Add +7.8% 28,204 $1.4M
Aaron Wealth Advisors LLC 0.19% No change 28,116 $1.4M
Parkside Financial Bank & Trust 0.22% Add +15.4% 28,081 $1.4M
Venturi Wealth Management, LLC 0.08% Add +46.3% 27,751 $1.4M
Naviter Wealth, LLC 0.20% Add +22.0% 27,748 $1.4M
Brown Brothers Harriman & Co. 0.01% Add +0.3% 27,729 $1.4M
CFO4Life Group, LLC 0.26% Add +0.5% 27,464 $1.4M
Baron Silver Stevens Financial Advisors, LLC 0.26% Reduce -2.4% 27,400 $1.4M
Nikulski Financial, Inc. 0.43% Add +0.1% 27,225 $1.3M
Beaumont Financial Advisors, LLC 0.11% Reduce -0.5% 27,157 $1.3M
Moloney Securities Asset Management, LLC 0.20% Add +0.3% 27,127 $1.3M
DGS Capital Management, LLC 0.38% Add +8.1% 27,063 $1.3M
L & S Advisors Inc 0.17% Add +0.2% 27,045 $1.3M
Cyndeo Wealth Partners, LLC 0.10% Reduce -11.6% 27,029 $1.3M
Carmichael Hill & Associates, Inc. 0.54% Add +1.9% 27,003 $1.3M
Sageworth Trust Co of South Dakota 1.95% Add +18.2% 26,928 $1.3M
Pinion Investment Advisors, LLC 0.66% Reduce -7.5% 26,866 $1.3M
Cidel Asset Management Inc. 0.10% No change 26,846 $1.3M
Tennessee Valley Asset Management Partners 0.25% New 26,816 $1.3M
Sweet Financial Partners, LLC 0.30% Reduce 0.0% 26,781 $1.3M
Braun-Bostich & Associates Inc. 0.98% Reduce -59.2% 26,712 $1.3M
Busey Bank 0.05% Reduce -17.3% 26,643 $1.3M
First Hawaiian Bank 0.04% Reduce -45.2% 26,539 $1.3M
Forte Capital LLC 0.16% Add +21.1% 26,482 $1.3M
Mma Asset Management LLC 0.61% Add +5.9% 26,365 $1.3M
Mendel Capital Management LLC 0.84% Add +0.7% 26,356 $1.3M
First Trust Direct Indexing L.P. 0.08% New 26,191 $1.3M
Arcadia Investment Advisors LLC 0.73% No change 26,037 $1.3M
Cordgrass Capital Advisors, LLC 0.40% No change 25,996 $1.3M
Absolute Capital Management, LLC 0.77% Add +24.0% 25,777 $1.3M
Breakwater Capital Group 0.29% Reduce -0.2% 25,758 $1.3M
Gryphon Financial Partners LLC 0.19% Add +4.0% 25,712 $1.3M
Kavar Capital Partners Group, LLC 0.23% Add +11.0% 25,638 $1.3M
Luminvest Wealth Management LLC 0.59% New 25,514 $1.3M
Peak Financial Management, Inc. 0.40% Reduce -4.9% 25,561 $1.3M
Dakota Wealth Management 0.03% Add +0.9% 25,556 $1.3M
Optimist Retirement Group LLC 0.66% Reduce -3.5% 25,543 $1.3M
Retirement Systems of Alabama 0.00% Add +3.9% 25,494 $1.3M
Wealthcare Capital Management LLC 0.13% Add +12.4% 25,336 $1.3M
Halter Ferguson Financial Inc. 0.89% Add +1.0% 25,306 $1.3M
Vista Investment Management 0.51% Add +1.3% 25,280 $1.2M
Wealth Advisory Solutions, LLC 0.34% Add +0.3% 25,270 $1.2M
HCR Wealth Advisors 0.18% Reduce -2.6% 25,247 $1.2M
Kelly Financial Services LLC 0.45% Add +0.6% 25,209 $1.2M
Integrated Capital Management, Inc. 0.99% Reduce -7.1% 25,205 $1.2M
Enterprise Bank & Trust Co 0.42% Add +1.4% 25,096 $1.2M
Sachetta, LLC 0.54% Reduce -0.8% 24,619 $1.2M
Black Cypress Capital Management, LLC 1.18% Add +0.1% 24,963 $1.2M
Zacks Investment Management 0.01% Reduce -6.0% 24,926 $1.2M
Fifth Third Wealth Advisors LLC 0.09% Reduce -6.1% 24,914 $1.2M
Flower City Capital 0.79% Reduce -0.2% 24,713 $1.2M
Thompson Siegel & Walmsley LLC 0.02% No change 24,716 $1.2M
Paragon Capital Management Ltd 0.22% Add +0.3% 24,649 $1.2M
Forvis Mazars Wealth Advisors, LLC 0.03% Reduce -4.0% 24,601 $1.2M
Harding Loevner LP 0.01% Add +74.2% 24,597 $1.2M
Tobias Financial Advisors, Inc. 0.26% Reduce -2.4% 24,575 $1.2M
WP Advisors, LLC 0.39% Reduce -11.7% 24,564 $1.2M
Vanguard Personalized Indexing Management, LLC 0.02% Add +34.9% 24,520 $1.2M
Murphy, Middleton, Hinkle & Parker, Inc. 0.70% Reduce -5.3% 24,461 $1.2M
Econ Financial Services Corp 0.75% Reduce -0.1% 24,369 $1.2M
Silverlake Wealth Management LLC 0.49% Add +0.8% 24,307 $1.2M
Westmount Partners, LLC 0.40% Add +8.3% 24,246 $1.2M
Scotia Capital Inc. 0.01% Add +12.0% 24,204 $1.2M
Capital Investment Advisory Services, LLC 0.12% Add +3.0% 24,198 $1.2M
TCV Trust & Wealth Management, Inc. 0.11% Add +10.0% 24,169 $1.2M
Prosperity Planning, Inc. 0.41% Reduce -4.4% 24,037 $1.2M
Websterrogers Financial Advisors, LLC 0.42% Reduce -6.0% 23,941 $1.2M
Chapin Davis, Inc. 0.40% Add +5.3% 23,822 $1.2M
Bridgewater Advisors Inc. 0.15% Add +1.5% 23,714 $1.2M
Osborne Partners Capital Management, LLC 0.07% Reduce -1.6% 23,789 $1.2M
Sax Wealth Advisors, LLC 0.11% Reduce -2.8% 23,780 $1.2M
Bluespring Wealth Management, LLC 0.13% Reduce -13.0% 23,734 $1.2M
PCA Investment Advisory Services Inc. 0.61% Add +12.8% 23,636 $1.2M
Capital Advisors, Ltd. LLC 0.15% Reduce -5.6% 23,628 $1.2M
City Holding Co. 0.17% Add +21.3% 23,637 $1.2M
Neuberger Berman Group LLC 0.00% Reduce -6.6% 23,576 $1.2M
Diversified, LLC 0.14% Add +37.0% 23,516 $1.2M
Stevens Capital Partners 0.60% Reduce -6.7% 23,470 $1.2M
3Chopt Investment Partners, LLC 0.35% Reduce -10.7% 23,418 $1.2M
Southland Equity Partners LLC 0.33% Reduce -87.3% 23,397 $1.2M
Smith Chas P & Associates Pa Cpas 0.07% New 23,340 $1.2M
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.07% New 23,340 $1.2M
Quadrant Private Wealth Management, LLC 0.26% New 23,183 $1.1M
Strategic Blueprint, LLC 0.08% Reduce -16.5% 23,181 $1.1M
Archer Investment Corp 0.34% Add +45.6% 23,167 $1.1M
Leonard Rickey Investment Advisors P.L.L.C. 0.27% Reduce -6.7% 23,144 $1.1M
Crestwood Advisors Group, LLC 0.02% Reduce -8.9% 23,114 $1.1M
Merriman Wealth Management, LLC 0.05% Reduce -1.0% 23,111 $1.1M
Sanctuary Wealth Management, L.L.C. 0.86% Add +0.9% 23,032 $1.1M
Viawealth, LLC 0.71% Add +0.2% 23,010 $1.1M
Fidelis Capital Partners, LLC 0.16% Add +12.6% 23,704 $1.1M
Ramsay, Stattman, Vela & Price, Inc. 0.21% Add +9.0% 22,931 $1.1M
KCM Investment Advisors LLC 0.04% Add +2.2% 22,892 $1.1M
Bath Savings Trust Co 0.12% Add +0.2% 22,854 $1.1M
Financial Strategies Group, Inc. 0.28% Reduce -6.9% 22,539 $1.1M
TrueWealth Advisors, LLC 0.42% Add +7.0% 22,831 $1.1M
Advisory Research Inc. 0.21% Reduce -25.9% 22,817 $1.1M
Carl P. Sherr & Co., LLC 0.63% Add +5.1% 22,739 $1.1M
Arkadios Wealth Advisors 0.08% Reduce -64.5% 22,645 $1.1M
Sagace Wealth Management LLC 1.09% — 21,861 $1.1M
Sugarloaf Wealth Management, LLC 0.20% Add +9.7% 22,457 $1.1M
Ami Investment Management Inc. 0.38% Reduce -1.2% 22,143 $1.1M
HUB Investment Partners, LLC 0.05% Add +4.1% 22,017 $1.1M
Boston Research & Management Inc. 0.27% No change 21,999 $1.1M
North Star Asset Management Inc. 0.05% Add +24.7% 21,961 $1.1M
Kiley Juergens Wealth Management, LLC 0.30% Add +67.4% 21,768 $1.1M
Villere St Denis J & Co. LLC 0.09% Reduce -15.5% 21,767 $1.1M
Graypoint LLC 0.07% Reduce -25.8% 21,679 $1.1M
Integral Investment Advisors, Inc. 0.39% Reduce -23.9% 21,636 $1.1M
Intrua Financial, LLC 0.17% Reduce -2.9% 21,612 $1.1M
Glass Jacobson Investment Advisors llc 0.39% Reduce -2.3% 21,602 $1.1M
Outlook Wealth Advisors, LLC 0.33% No change 21,601 $1.1M
Level Four Advisory Services, LLC 0.05% Add +15.4% 21,404 $1.1M
Old North State Trust, LLC 0.91% Add +11.2% 21,365 $1.1M
Root Financial Partners, LLC 0.25% Add +13.8% 21,287 $1.1M
Palisade Asset Management, LLC 0.11% No change 21,066 $1.0M
Adero Partners, LLC 0.08% Reduce 0.0% 21,016 $1.0M
Dentgroup LLC 0.83% Reduce -5.8% 20,915 $1.0M
Sensible Money, LLC 0.50% Reduce -0.3% 20,911 $1.0M
Voya Financial Advisors, Inc. 0.12% Add +1.2% 20,852 $1.0M
Proathlete Wealth Management LLC 0.49% Add +51.4% 20,796 $1.0M
Institute for Wealth Management, LLC. 0.14% Reduce -12.8% 20,774 $1.0M
HTLF Bank 0.12% Add +97.2% 20,754 $1.0M
Hilltop Holdings Inc. 0.12% Add +12.7% 20,653 $1.0M
Aspire Wealth Management Corp 0.58% Add +2.7% 20,575 $1.0M
Taylor & Morgan Wealth Management, LLC 0.72% Add +3.7% 20,569 $1.0M
Lutz Financial Services LLC 0.09% No change 20,558 $1.0M
Signet Financial Management, LLC 0.14% Reduce -5.2% 20,459 $1.0M
Stordahl Capital Management, Inc. 0.25% Add +2.8% 20,434 $1.0M
Biltmore Family Office, LLC 0.19% No change 20,434 $1.0M
Freedom Investment Management, Inc. 0.08% Add +5.0% 20,387 $1.0M
Roffman Miller Associates Inc. 0.07% Add +4.9% 20,286 $1.0M
Fee-Only Financial Planning, L.C. 0.67% Reduce -2.4% 20,281 $1.0M
Jag Capital Management, LLC 0.14% Reduce -9.4% 20,275 $1.0M
Smith Salley Wealth Management 0.07% Reduce -2.9% 20,268 $1.0M
Seven Mile Advisory 0.73% Add +6.6% 20,197 $998K
Belpointe Asset Management LLC 0.07% Add +29.7% 20,193 $998K
Miller Investment Management, LP 0.12% No change 20,187 $998K
TruNorth Capital Management, LLC 0.32% Add +511.4% 20,139 $995K
Federation des caisses Desjardins du Quebec 0.01% Reduce -4.6% 20,063 $992K
Conrad Siegel Investment Advisors, Inc. 0.29% Add +8.3% 20,039 $990K
WASHINGTON TRUST Co 0.04% Reduce -1.0% 19,920 $984K
First National Bank Sioux Falls 0.51% Add +122.9% 19,846 $981K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.21% Reduce -77.8% 19,800 $979K
MontVue Capital Management, Inc. 0.78% Add +86.1% 19,749 $976K
Olde Wealth Management, LLC 0.37% Reduce -4.3% 19,709 $974K
Journey Strategic Wealth LLC 0.04% Reduce -10.0% 19,696 $973K
Sharp Wealth Advisory, LLC 0.83% Add +8.5% 19,685 $973K
Cannon Financial Strategists, Inc. 0.19% Add +0.1% 19,679 $973K
Inspire Trust Co, N.A. 0.32% No change 19,670 $972K
Pecaut & Co. 0.37% Reduce -0.5% 19,612 $969K
Main Management LLC 0.08% Reduce -1.7% 19,615 $969K
Davidson Trust Co. 0.67% Reduce -19.1% 19,543 $966K
Milestone Investment Advisors LLC 0.26% Add +0.6% 19,534 $965K
Intelligence Driven Advisers, LLC 0.14% Add +60.8% 19,498 $964K
Cobblestone Capital Advisors LLC 0.06% No change 19,453 $961K
MBE Wealth Management, LLC 0.58% Add +1.4% 19,362 $957K
Breakwater Investment Management 0.43% Add +2.5% 19,245 $951K
Probity Advisors, Inc. 0.20% Reduce -5.0% 19,161 $947K
WCG Wealth Advisors LLC 0.07% Reduce -22.8% 19,119 $945K
Insight 2811, Inc. 0.49% Add +4.5% 19,116 $945K
Legacy Trust 0.23% No change 19,096 $944K
Defined Wealth Management, LLC 0.66% Add +2.5% 19,088 $943K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.10% Reduce -8.3% 19,071 $942K
Howland Capital Management LLC 0.04% Add +2.1% 19,002 $939K
Wealthstream Advisors, Inc. 0.34% Reduce -0.1% 18,989 $938K
Twelve Points Wealth Management LLC 0.33% Reduce -9.9% 18,970 $938K
Centaurus Financial, Inc. 0.06% Add +1.3% 18,910 $935K
Clearstead Trust, LLC 0.23% Add +0.5% 18,813 $930K
Platform Technology Partners 0.32% — 18,714 $925K
Wrenne Financial Planning LLC 0.63% Add +16.0% 18,582 $918K
Red Lighthouse Investment Management, LLC 0.38% No change 18,549 $917K
TFB Advisors LLC 0.30% Reduce -5.5% 18,459 $912K
Fidelity D & D Bancorp Inc. 0.69% Add +0.8% 18,434 $911K
Canvas Wealth Advisors, LLC 0.28% Add +24.0% 18,127 $909K
RDA Financial Network 0.30% Reduce -1.9% 18,373 $908K
Motiv8 Investments LLC 0.67% Add +36.0% 18,352 $907K
Accurate Wealth Management, LLC 0.22% Reduce -1.8% 17,695 $905K
Claro Advisors Inc. 0.14% Reduce -29.3% 18,268 $903K
Warren Street Wealth Advisors, LLC 0.45% Reduce -0.8% 18,245 $902K
Center for Financial Planning, Inc. 0.13% Reduce -8.6% 18,223 $901K
West Michigan Advisors, LLC 0.29% Reduce -2.2% 18,142 $897K
Addison Capital Co 0.39% Add +65.7% 18,053 $892K
Laurel Wealth Advisors LLC 0.16% Reduce -3.3% 18,000 $890K
Callan Capital, LLC 0.07% Reduce -2.5% 17,924 $886K
Wellspring Financial Advisors, LLC 0.10% Add +126.7% 17,922 $886K
Foster Victor Wealth Advisors, LLC 0.07% Add +11.6% 17,196 $884K
Wealth Group, Ltd. 0.63% Add +27.7% 17,871 $883K
Woodstock Corp. 0.09% No change 17,824 $881K
Security National Bank of So Dak 0.53% No change 17,785 $879K
Tudor Investment Corporation 0.01% Add +87.3% 17,775 $878K
Phillips Financial Management, LLC 0.07% Reduce -8.9% 17,766 $878K
Sterling Investment Management, LLC 0.67% Reduce -8.5% 17,714 $875K
Raleigh Capital Management Inc. 0.37% Reduce -0.2% 17,707 $875K
Elevatus Welath Management 0.33% No change 17,680 $874K
Leo Wealth, LLC 0.09% Add +22.2% 17,599 $870K
Resources Management Corp. /CT/ 0.13% Reduce -3.4% 17,558 $868K
Fragasso Financial Advisors Inc 0.07% Reduce -6.8% 17,556 $868K
Mission Creek Capital Partners, Inc. 0.22% Add +17.3% 17,553 $867K
Hardin Capital Partners, LLC 0.56% — 17,375 $859K
NorthCrest Asset Manangement, LLC 0.03% Add +1.0% 17,368 $858K
Trexquant Investment LP 0.01% Add +70.3% 17,357 $858K
Mattern Capital Management, LLC 0.12% No change 17,350 $857K
Migdal Insurance & Financial Holdings Ltd. 0.01% Add +28196.7% 17,261 $852K
Arden Trust Co 0.12% Reduce -24.8% 17,139 $847K
Twin City Private Wealth, LLC 0.80% Reduce -1.1% 17,117 $846K
Birchcreek Wealth Management, LLC 0.48% Reduce -0.1% 17,078 $844K
Unique Wealth, LLC 0.22% Add +8.6% 16,997 $840K
Heritage Financial Services, LLC 0.12% Reduce -4.6% 16,947 $838K
Richard W. Paul & Associates, LLC 0.32% Add +5.8% 16,900 $835K
Certus Wealth Management, LLC 0.63% Add +4.0% 16,862 $833K
Catalyst Financial Partners LLC 0.18% Reduce -7.8% 16,818 $831K
Pacific Financial Group Inc. 0.59% Reduce -10.3% 16,802 $830K
Adamsbrown Wealth Consultants LLC 0.32% Reduce -0.5% 16,792 $830K
Heck Capital Advisors, LLC 0.10% Add +0.0% 16,774 $829K
City State Bank 0.34% Add +9.9% 16,767 $829K
Beacon Bridge Wealth Partners, LLC 0.38% Add +10.8% 16,731 $827K
Vigilare Wealth Management 0.36% Add +31.6% 16,687 $825K
Colonial Trust Co / SC 0.15% Add +393.6% 16,675 $824K
Aspire Capital Advisors LLC 0.27% Reduce -4.9% 16,673 $824K
Van Den Berg Management I, Inc. 0.24% Reduce -8.0% 16,654 $823K
Petix & Botte Co 0.23% Reduce -88.9% 16,624 $822K
Guardian Wealth Advisors, LLC / NC 0.10% No change 16,619 $821K
Cohen Investment Advisors LLC 0.66% Reduce -1.8% 18,715 $818K
Bell Investment Advisors, Inc 0.16% Reduce -17.9% 16,439 $812K
Capital Advisors Wealth Management, LLC 0.16% Reduce -3.0% 16,406 $811K
O'Dell Group, LLC 0.20% No change 16,129 $809K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -21.1% 15,704 $807K
North Star Investment Management Corp. 0.06% Add +0.9% 16,291 $805K
Jentner Corp 0.27% Reduce -2.2% 16,184 $800K
Cannell & Spears LLC 0.02% No change 16,180 $800K
Mainsail Financial Group, LLC 0.47% Add +20.4% 16,091 $795K
Cahill Wealth Management, LLC 0.47% Reduce -1.6% 16,079 $795K
Allie Family Office LLC 0.48% No change 16,050 $793K
Peterson Wealth Advisors, LLC 0.17% Add +1.6% 16,013 $791K
Brio Consultants, LLC 0.13% Add +49.5% 15,997 $791K
Santori & Peters, Inc. 0.34% Reduce -1.9% 15,943 $788K
HBW Advisory Services LLC 0.13% Add +40.1% 15,904 $786K
Clear Investment Research, LLC 1.02% Add +0.9% 15,796 $781K
Everett Harris & Co. 0.01% Add +37.0% 15,728 $777K
CX Institutional 0.04% Add +13.3% 15,712 $777K
Innealta Capital, LLC 0.26% Reduce -4.3% 15,596 $771K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.30% Add +0.2% 15,361 $771K
Bcwm, LLC 0.28% Reduce -0.4% 15,574 $770K
Financial Perspectives, Inc 0.28% No change 15,554 $769K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.13% Add +3.3% 15,449 $763K
Benchmark Financial Wealth Advisors, LLC 0.28% Add +12.3% 15,432 $763K
Geometric Wealth Advisors 0.16% Add +188.2% 15,382 $760K
DecisionPoint Financial, LLC 0.25% Reduce -2.1% 14,880 $758K
Capital Group Private Client Services, Inc. 0.01% Add +86.1% 15,269 $755K
Strategic Financial Services, Inc. 0.05% Reduce -1.0% 15,169 $750K
Glassman Wealth Services 0.14% Add +1.1% 15,139 $748K
Capital Investment Advisors, LLC 0.02% Reduce -16.8% 15,056 $744K
Viewpoint Capital Management LLC 0.45% No change 14,946 $739K
Brand Asset Management Group, Inc. 0.31% Reduce -0.4% 14,934 $738K
Fielder Capital Group LLC 0.28% Add +99.5% 14,902 $736K
Destiny Wealth Partners, LLC 0.13% No change 14,849 $734K
Baldwin Wealth Partners LLC 0.06% Add +1.5% 14,830 $733K
Key Financial Inc 0.17% No change 14,748 $729K
Twin Peaks Wealth Advisors, LLC 0.36% New 14,744 $729K
Dohj, LLC 0.18% Add +0.6% 14,546 $719K
Northstar Advisory Group, LLC 0.41% Add +0.0% 14,475 $715K
1832 Asset Management L.P. 0.00% Add +64.9% 14,474 $715K
Blue Trust, Inc. 0.01% Add +0.4% 14,251 $715K
Richard P Slaughter Associates Inc 0.17% Add +85.7% 14,435 $713K
Emergent Wealth Advisors, LLC 0.57% Add +24.3% 14,422 $713K
Cook Wealth, LLC 0.38% Reduce -1.9% 14,309 $710K
Modus Advisors, LLC 0.25% Reduce -5.7% 14,329 $708K
Sapient Capital LLC 0.01% Add +1.1% 14,249 $704K
BBR Partners, LLC 0.06% Reduce -16.2% 14,205 $702K
MTM Investment Management, LLC 0.28% Reduce -7.8% 14,030 $693K
Ritter Daniher Financial Advisory LLC / DE 0.22% Add +0.1% 14,030 $693K
Austin Wealth Management, LLC 0.16% Add +7.5% 13,507 $689K
Exchange Bank 0.59% Add +7.4% 13,932 $689K
Round Rock Advisors LLC 0.17% Add +0.0% 13,809 $682K
Pathway Financial Advisors LLC 0.18% Add +0.1% 13,800 $682K
Colton Groome Financial Advisors, LLC 0.27% Reduce -1.4% 13,768 $680K
Pinnacle Bancorp, Inc. 0.20% Add +30.2% 13,747 $679K
Northwest Investment Counselors, LLC 0.17% Add +31.1% 13,735 $679K
Abbot Financial Management, Inc. 0.36% Reduce -0.7% 13,561 $670K
Bahl & Gaynor LLC 0.00% Add +10.8% 13,558 $670K
Spectrum Asset Management, Inc. (NB/CA) 0.31% Reduce -19.8% 13,524 $668K
Valtinson Bruner Financial Planning LLC 0.26% Reduce -2.4% 13,497 $667K
NBT Bank, N.A. 0.05% No change 13,494 $667K
My Personal CFO, LLC 0.35% Add +8.3% 13,445 $664K
Sage Rhino Capital LLC 0.16% Reduce -0.9% 13,417 $663K
RAM Investment Partners, LLC 0.19% Add +52.6% 13,380 $661K
Jackson Creek Investment Advisors LLC 0.24% Reduce -0.6% 13,297 $657K
Spinnaker Investment Group, LLC 0.18% Reduce -0.4% 13,293 $657K
Waterfront Wealth Inc. 0.18% Reduce -32.3% 13,182 $651K
Rice Partnership, LLC 0.14% No change 13,150 $650K
Mills Wealth Advisors LLC 0.46% Reduce -2.4% 13,125 $649K
W1M Asset Management Ltd 0.05% New 13,124 $649K
Aprio Wealth Management, LLC 0.12% Reduce -0.6% 13,041 $644K
Financial Management Network Inc. 0.15% Reduce -10.0% 12,764 $644K
RKL Wealth Management LLC 0.06% Reduce -8.3% 13,022 $644K
Farmers National Bank 0.19% Reduce -8.8% 13,016 $643K
Resonant Capital Advisors, LLC 0.05% No change 13,000 $642K
Great Point Wealth Advisors, LLC 0.14% Reduce -2.8% 12,810 $633K
Personal Cfo Solutions, LLC 0.10% Add +11.0% 12,798 $632K
Founders Financial Alliance, LLC 0.19% Reduce -26.7% 12,755 $630K
Saxon Interests, Inc. 0.30% Reduce -23.3% 12,728 $629K
S.A. Mason LLC 0.36% Add +26.7% 12,726 $629K
St. Clair Advisors, LLC 0.20% Add +0.9% 12,707 $628K
Aristotle Capital Management, LLC 0.00% New 12,676 $626K
SYM FINANCIAL Corp 0.10% Add +0.7% 12,594 $622K
Independent Wealth Network Inc. 0.29% Reduce -2.4% 12,575 $621K
Next Capital Management LLC 0.26% Add +2.5% 12,494 $617K
Romano Brothers and Company 0.09% Reduce -3.9% 12,480 $617K
Fayez Sarofim & Co 0.00% No change 12,444 $615K
Optimum Investment Advisors 0.28% Reduce -1.7% 12,437 $615K
Skyline Advisors, Inc. 0.27% Add +0.0% 12,416 $614K
Rooted Wealth Advisors, Inc. 0.27% Add +4.7% 12,104 $613K
Latitude Advisors, LLC 0.37% Add +1.6% 12,394 $612K
Hollencrest Capital Management 0.03% Reduce -1.0% 12,360 $611K
Summit Wealth Partners, LLC 0.13% Add +0.3% 12,346 $610K
Eagle Global Advisors LLC 0.03% Add +3.8% 12,332 $609K
Dearborn Partners LLC 0.03% New 12,309 $608K
Colonial River Investments, LLC 0.33% Reduce -8.8% 12,261 $606K
Advance Capital Management, Inc. 0.03% Reduce -5.1% 12,234 $605K
Smith Anglin Financial, LLC 0.06% Reduce -3.9% 12,178 $602K
WNY Asset Management, LLC 0.08% Add +9.0% 12,169 $601K
Matisse Capital 0.30% No change 12,164 $601K
Webster Bank, N. A. 0.07% Reduce -4.3% 12,136 $600K
17 Capital Partners, LLC 0.42% New 12,058 $596K
Center For Asset Management LLC 0.39% Add +0.6% 11,968 $591K
Tufton Capital Management 0.11% Reduce -5.3% 11,956 $591K
River Wealth Advisors LLC 0.08% Reduce -7.1% 11,913 $589K
Beam Wealth Advisors, Inc. 0.20% Add +54.8% 11,898 $588K
Strategic Financial Partners, Ltd. 0.32% Add +6.3% 11,874 $587K
Dodds Wealth, LLC 0.23% Reduce -3.1% 11,701 $586K
Curtis Advisory Group, LLC 0.21% Add +3.2% 11,837 $585K
HTG Investment Advisors, Inc. 0.32% Add +0.9% 11,825 $584K
Missouri Trust & Investment Co 0.22% Reduce -12.4% 11,771 $582K
W Advisors, LLC 0.38% Reduce -3.7% 11,760 $581K
Sunbelt Securities, Inc. 0.06% Add +1.8% 11,686 $578K
Courier Capital LLC 0.05% Add +0.0% 11,607 $574K
Monograph Wealth Advisors, LLC 0.08% Reduce -22.6% 11,594 $573K
Bogart Wealth, LLC 0.03% Add +7.7% 11,591 $573K
Wimmer Associates 1, LLC 0.29% No change 11,565 $572K
Shakespeare Wealth Management, LLC 0.16% Add +48.6% 11,517 $569K
MBA Advisors LLC 0.29% Reduce -0.7% 11,513 $569K
Fort Vancouver Investment Management, LLC 0.55% — 11,512 $569K
Insigneo Advisory Services, LLC 0.06% Add +5.2% 11,899 $566K
WealthShield Partners, LLC 0.09% Reduce -14.1% 11,438 $565K
Hanover Advisors Inc. 0.25% Reduce -5.4% 11,412 $564K
Clear Harbor Asset Management, LLC 0.05% Reduce -9.4% 11,407 $564K
Henrickson Nauta Wealth Advisors, Inc. 0.24% Add +145.1% 11,359 $561K
Householder Group Estate & Retirement Specialist, LLC 0.16% Reduce -3.4% 11,325 $559K
Apexium Financial, LP 0.04% Add +4.4% 11,297 $558K
Friedenthal Financial 0.35% Reduce -15.1% 11,253 $556K
Cozad Asset Management Inc. 0.06% Add +0.1% 11,242 $556K
Family Capital Management, Inc. 0.38% Add +15.9% 11,233 $555K
Chatham Capital Group, Inc. 0.10% No change 11,104 $549K
Fiduciary Family Office, LLC 0.22% Reduce -5.4% 11,100 $549K
Citadel Advisors 0.00% Reduce -93.5% 11,096 $548K
Vestia Personal Wealth Advisors 0.58% — 11,067 $547K
MAS Advisors LLC 1.30% No change 11,054 $546K
Summit Wealth & Retirement Planning, Inc. 0.19% Add +0.1% 11,040 $546K
Confluence Wealth Services, Inc. 0.04% Add +2.3% 11,018 $545K
Wilson & Boucher Capital Management, LLC 0.41% No change 10,800 $534K
Capital Management Associates, Inc 0.32% Reduce -13.8% 10,796 $534K
Burton Enright Welch 0.12% Reduce -3.3% 10,766 $532K
Francis Financial, Inc. 0.16% No change 10,745 $531K
Clayton Financial Group LLC 0.23% Add +3.3% 10,568 $530K
Blue Barn Wealth, LLC 0.29% Add +7.9% 10,717 $529K
Ascentis Independent Advisors 0.11% — 10,662 $527K
Cable Hill Partners, LLC 0.06% Reduce -0.8% 10,628 $525K
Capstone Financial Advisors, Inc. 0.03% Reduce -9.8% 10,521 $520K
Beacon Financial Advisory LLC 0.19% Add +0.7% 10,519 $520K
Lanham O'Dell & Company, Inc. 0.29% Add +0.8% 32,786 $519K
Detalus Advisors, LLC 0.18% Add +2.1% 10,499 $519K
Godsey & Gibb, Inc. 0.05% Add +7.5% 10,461 $517K
RPS Advisory Solutions LLC 0.48% — 10,443 $516K
Cherry Creek Investment Advisors, Inc. 0.27% Reduce -5.7% 10,380 $513K
Kelleher Financial Advisors 0.21% No change 10,365 $512K
Apeiron RIA LLC 0.16% Reduce -9.1% 10,354 $512K
Yoder Wealth Management, Inc. 0.33% No change 10,275 $508K
Legacy Capital Wealth Partners, LLC 0.13% New 10,220 $505K
Investment Advisory Group, LLC 0.19% Add +16.8% 10,184 $503K
Cary Street Partners Asset Management LLC 0.07% Reduce -3.3% 10,171 $503K
Valley Forge Investment Consultants Inc. Adv 0.19% Add +0.9% 10,119 $500K
Zions Bancorporation, N.A. 0.04% No change 10,105 $499K
Koss-Olinger Consulting, LLC 0.05% New 10,075 $498K
Ellsworth Advisors, LLC 0.14% No change 10,069 $498K
Insight Advisors, LLC/ PA 0.09% Reduce -9.6% 10,069 $498K
Lebenthal Global Advisors, LLC 0.11% Add +1.0% 10,057 $497K
Fortis Capital Advisors, LLC 0.18% Add +8.6% 10,008 $495K
Peak Asset Management, LLC 0.10% Reduce -3.7% 10,004 $494K
Louisbourg Investments Inc. 0.14% No change 10,000 $494K
Grandfield & Dodd, LLC 0.03% Reduce -1.2% 9,991 $494K
Valued Retirements, Inc. 0.75% New 9,979 $493K
Modern Wealth Management, LLC 0.04% Add +20.5% 9,951 $492K
Mustard Seed Financial, LLC 0.47% Add +2.3% 9,914 $490K
Elser Financial Planning, Inc 0.08% — 9,870 $488K
Heritage Wealth Advisors 0.02% Add +0.9% 9,835 $486K
Montag A & Associates Inc. 0.02% Add +0.5% 9,827 $486K
BIP Wealth, LLC 0.04% Reduce -23.4% 9,805 $485K
Talisman Wealth Advisors LLC 0.56% Add +10.1% 9,801 $484K
Denver PWM, LLC 0.19% Reduce -42.0% 9,796 $484K
Arkos Global Advisors 0.08% Add +50.2% 9,779 $483K
NTV Asset Management LLC 0.07% Add +63.4% 9,773 $483K
Ledyard National Bank 0.05% Reduce -1.2% 9,755 $482K
GFS Advisors, LLC 0.08% Reduce -75.2% 2,400 $477K
Maple Capital Management, Inc. 0.04% Add +42.8% 9,641 $476K
Burney Co./ 0.02% No change 9,584 $474K
Gateway Wealth Partners, LLC 0.14% Add +75.8% 9,566 $473K
Independence Bank of Kentucky 0.12% Reduce -40.6% 9,380 $464K
Private Wealth Group, LLC 0.24% No change 9,356 $462K
Anchor Investment Management, LLC 0.05% Add +0.1% 9,310 $460K
Icon Wealth Advisors, LLC 0.04% Add +0.7% 9,020 $459K
TL Private Wealth 0.21% Add +0.9% 8,924 $459K
BlackRock Inc. 0.00% Add +19.9% 9,280 $459K
Forza Wealth Management, LLC 0.24% Reduce -16.3% 9,274 $458K
Bluesphere Advisors LLC 0.23% Reduce -11.9% 9,235 $456K
Pioneer Wealth Management Group 0.24% Add +8.5% 9,177 $454K
GEM Asset Management, LLC 0.28% Reduce -0.3% 9,153 $452K
Invst, LLC 0.05% Add +15.9% 9,130 $452K
My Legacy Advisors, LLC 0.14% Reduce -16.5% 9,120 $451K
Alexander Randolph Advisory, Inc. 0.42% No change 9,100 $450K
Elm Partners Management LLC 0.03% No change 9,097 $450K
Intelligent Financial Strategies 0.28% Reduce -8.4% 9,082 $449K
Three Bridge Wealth Advisors, LLC 0.18% Reduce -33.6% 9,079 $449K
Sequent Planning LLC 0.15% Add +75.5% 8,971 $444K
SeaBridge Investment Advisors LLC 0.11% No change 8,959 $443K
Monarch Capital Management Inc. 0.13% Add +2.1% 8,896 $440K
Diversify Wealth Management, LLC 0.05% — 9,218 $439K
Sonoma Private Wealth LLC 0.71% Add +16.2% 8,863 $438K
FAS Wealth Partners, Inc. 0.04% Reduce -46.3% 8,860 $438K
Glenview Trust Co 0.01% Add +12.7% 8,850 $437K
Meridian Wealth Partners, LLC 0.08% Reduce -17.6% 8,822 $436K
First County Bank 0.22% Reduce -12.6% 8,795 $435K
Fiduciary Financial Group, LLC 0.10% — 8,437 $434K
Adirondack Trust Co. 0.18% No change 8,763 $433K
VeraBank, N.A. 0.13% Reduce -9.0% 8,758 $433K
Morton Capital Management LLC 0.10% Reduce -24.4% 8,752 $433K
Redmond Asset Management, LLC 0.14% Reduce -12.9% 8,751 $432K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +20.3% 8,734 $432K
Unionview, LLC 0.35% Add +0.8% 8,733 $432K
Good Life Advisors, LLC 0.04% Add +1.8% 8,690 $429K
Eagle Strategies LLC 0.08% Reduce -93.0% 8,663 $428K
S&co Inc. 0.03% Add +41.1% 8,675 $428K
Concorde Asset Management, LLC 0.26% Add +36.2% 8,648 $427K
Financial Alternatives, Inc 0.32% No change 8,639 $427K
Orca Investment Management, LLC 0.41% New 8,609 $425K
Schorn Wealth LLC 0.15% Reduce -1.0% 8,600 $425K
B & T Capital Management DBA Alpha Capital Management 0.08% Add +1.6% 8,596 $425K
Lincoln Capital LLC 0.09% Reduce -0.7% 8,594 $425K
Acas, LLC 0.37% Reduce -1.5% 8,336 $424K
Avaii Wealth Management, LLC 0.24% Add +2.5% 8,582 $424K
Treynor Bancshares, Inc. 0.44% Reduce -57.9% 8,574 $424K
Lavaca Capital LLC 0.23% New 8,572 $424K
Total Wealth Planning, LLC 0.07% Reduce -3.5% 8,234 $423K
J. W. Coons Advisors, LLC 0.08% Add +0.1% 8,542 $422K
New England Private Wealth Advisors LLC 0.07% Add +2.5% 8,529 $422K
Fourpath Capital Management, LLC 0.31% Reduce -0.6% 8,517 $421K
TBH Global Asset Management, LLC 0.09% Add +3.3% 8,497 $420K
GAMMA Investing LLC 0.06% Add +36.4% 8,493 $420K
Alamar Capital Management, LLC 0.25% — 8,485 $419K
First United Bank & Trust 0.16% No change 8,438 $417K
Next Level Private LLC 0.19% No change 8,426 $416K
Criterion Capital Advisors, LLC 0.26% No change 8,408 $416K
Marotta Asset Management 0.09% Add +86.2% 8,400 $415K
Harmony Asset Management LLC 0.17% Add +1.4% 8,401 $415K
Evensky & Katz LLC 0.03% Add +68.5% 8,370 $414K
Exchange Capital Management, Inc. 0.07% Reduce -5.0% 8,363 $413K
Wealth Alliance, LLC 0.05% Add +3.2% 8,346 $412K
Asset Management Group, Inc. 0.06% Add +4.0% 8,332 $412K
Fermata Advisors, LLC 0.09% Add +1.3% 8,328 $412K
One Wealth Map LLC 0.25% No change 8,097 $411K
Williamson Legacy Group, LLC 0.31% New 8,303 $410K
Client 1ST Advisory Group, LLC 0.18% No change 8,275 $409K
Seneca Financial Advisors LLC 0.21% New 8,265 $408K
First Foundation Advisors 0.02% Reduce -15.0% 8,252 $408K
CWS Financial Advisors, LLC 0.16% Reduce -3.3% 8,227 $407K
Wealth Dimensions Group, Ltd. 0.12% Add +2.0% 8,205 $405K
Physician Wealth Advisors, Inc. 0.07% Add +4.0% 7,865 $404K
Park Place Capital Corp 0.13% Add +0.1% 8,157 $403K
Stanley-Laman Group, Ltd. 0.05% Add +15.1% 8,156 $403K
Cardinal Point Capital Management ULC 0.07% Add +0.1% 8,154 $403K
Lam Group, Inc. 0.34% Add +3.8% 8,154 $403K
Key Client Fiduciary Advisors, LLC 0.20% Add +4.7% 8,139 $402K
Keyes, Stange & Wooten Wealth Management, LLC 0.28% Reduce -6.3% 8,139 $402K
Beacon Bank & Trust 0.10% No change 8,056 $398K
Cooper Financial Group 0.06% Add +42.4% 8,038 $397K
Quotient Wealth Partners, LLC 0.01% Add +26.1% 7,989 $395K
NWF Advisory Services Inc. 0.06% Add +26.6% 7,985 $395K
Capital Advisors Inc. 0.01% Add +5.5% 7,967 $394K
Bank of Marin 0.34% No change 7,902 $391K
McGlone Suttner Wealth Management, Inc. 0.08% Add +11.8% 8,138 $390K
Baldwin Investment Management, LLC 0.05% Add +1.7% 7,830 $387K
KFA Private Wealth Group, LLC 0.20% Reduce -45.3% 7,820 $386K
Front Row Advisors LLC 0.13% Add +0.1% 7,806 $386K
Gries Financial LLC 0.08% Reduce -2.3% 7,806 $386K
WMS Partners, LLC 0.02% Reduce -64.0% 7,791 $385K
Impact Partnership Wealth, LLC 0.10% Add +11.6% 7,784 $385K
Earned Wealth Advisors, LLC 0.15% Add +35.0% 7,776 $384K
Navalign, LLC 0.12% No change 7,708 $381K
Carrera Capital Advisors 0.12% — 7,690 $380K
Transcend Capital Advisors, LLC 0.03% Reduce -2.3% 7,681 $380K
Ruedi Wealth Management, Inc. 0.15% Reduce -0.8% 7,648 $378K
Holistic Financial Partners 0.19% Reduce -0.5% 7,619 $377K
Goodman Financial Corp 0.08% New 7,603 $376K
Compass Financial Group, INC 0.08% Reduce -3.2% 7,577 $374K
Cambiar Investors LLC 0.01% New 7,546 $373K
First Interstate Bank 0.02% Add +11.5% 7,541 $373K
Onyx Bridge Wealth Group LLC 0.06% Reduce -2.6% 7,531 $372K
Mitchell Capital Management Co. 0.07% No change 7,519 $372K
Lakeridge Wealth Management LLC 0.22% Add +60.2% 7,510 $371K
Strategic Wealth Investment Group, LLC 0.05% — 7,501 $371K
First Merchants Corp. 0.01% No change 7,506 $371K
Awm Capital, LLC 0.06% Add +3.7% 7,485 $370K
Watchman Group, Inc. 0.12% No change 7,472 $369K
Mine & Arao Wealth Creation & Management, LLC. 0.18% Add +0.8% 7,439 $368K
Emerald Advisors, LLC 0.06% Reduce -3.2% 7,415 $366K
Hemenway Trust Co LLC 0.03% Reduce -35.2% 7,412 $366K
Horan Securities, Inc. 0.16% Reduce -0.3% 7,397 $366K
Occidental Asset Management, LLC 0.06% Add +34.1% 7,395 $365K
Vivid Wealth Management, LLC 0.20% New 7,393 $365K
TD Capital Management LLC 0.04% Add +0.1% 7,389 $365K
Atlas Brown,Inc. 0.13% Reduce -2.0% 7,385 $365K
Schmidt P J Investment Management Inc. 0.07% No change 7,380 $365K
Carmel Capital Partners, LLC 0.15% Add +2.3% 7,374 $364K
McDaniel Terry & Co. 0.03% No change 7,372 $364K
Hill Investment Group Partners, LLC 0.05% Reduce -0.3% 7,194 $364K
Tradewinds, LLC. 0.11% New 7,348 $363K
Klingenstein Fields & Co. LP 0.01% No change 7,330 $362K
Boston Trust Walden Corp 0.00% Reduce -7.7% 7,281 $360K
American State Bank (Iowa) 0.23% Add +7.8% 7,174 $355K
Provenance Wealth Advisors, LLC 0.05% No change 7,171 $354K
Girard Partners LTD. 0.03% Add +0.5% 7,136 $353K
True North Advisors, LLC 0.09% Reduce -0.2% 7,130 $352K
Sharper & Granite LLC 0.17% Reduce -5.6% 7,120 $352K
Gibson Capital, LLC 0.08% Add +9.0% 7,089 $350K
Renasant Bank 0.24% No change 7,052 $349K
Investors Research Corp 0.08% Add +35.0% 7,051 $348K
Heritage Investors Management Corp. 0.01% Add +5.3% 7,036 $348K
SWP Financial LLC 0.23% Reduce -93.7% 7,039 $348K
Tillman Hartley LLC 0.12% No change 6,984 $345K
Family Investment Center, Inc. 0.10% Reduce -0.1% 6,957 $344K
Bank of Nova Scotia 0.00% No change 6,945 $343K
WR Wealth Planners, LLC 0.10% Reduce -4.8% 6,938 $343K
Retirement Planning Group, LLC 0.02% Reduce -87.0% 6,929 $342K
Alpha Financial Advisors, LLC 0.16% Reduce -36.4% 6,929 $342K
Bright Futures Wealth Management, LLC. 0.19% Add +1.6% 7,024 $342K
HHM Wealth Advisors, LLC 0.05% Add +3.8% 6,879 $340K
Baltimore-Washington Financial Advisors, Inc. 0.02% New 6,871 $340K
Mechanics Bank Trust Department 0.05% No change 6,834 $338K
Caitlin John, LLC 0.25% Add +25.2% 6,809 $337K
Midland Wealth Advisors, LLC 0.02% New 6,793 $336K
Williams Jones Wealth Management, LLC. 0.00% Reduce -21.9% 6,774 $335K
Performance Wealth Partners, LLC 0.01% Reduce -2.0% 6,748 $333K
VitalStone Financial, LLC 0.24% Reduce -7.3% 6,747 $333K
Clarity Wealth Advisors, LLC 0.11% No change 6,746 $333K
Hazlett, Burt & Watson, Inc. 0.17% Add +79.0% 6,750 $333K
Marks Group Wealth Management, Inc 0.04% No change 6,735 $333K
Salem Investment Counselors Inc. 0.01% Add +31.5% 6,731 $333K
CM Wealth Advisors LLC 0.16% Reduce -86.5% 6,698 $331K
Hibernia Wealth Partners, LLC 0.12% Reduce -24.9% 6,682 $330K
Pasadena Private Wealth, LLC 0.08% No change 6,675 $330K
Coppell Advisory Solutions LLC 0.05% — 6,666 $329K
Financial Partners Group, LLC 0.13% Add +8.3% 6,652 $329K
LCNB Corp. 0.12% No change 6,649 $329K
Atlas Capital Advisors Inc. 0.04% Add +0.0% 6,616 $327K
Sfmg, LLC 0.03% New 6,603 $326K
Koesten, Hirschmann & Crabtree, INC. 0.21% No change 6,496 $326K
JPL Wealth Management, LLC 0.16% Reduce -13.1% 6,582 $325K
Penobscot Investment Management Company, Inc. 0.03% No change 6,563 $324K
Kowal Investment Group, LLC 0.06% Reduce -0.2% 6,561 $324K
Paragon Private Wealth Management, LLC 0.18% New 6,553 $324K
First Business Financial Services, Inc. 0.03% No change 6,514 $322K
TCI Wealth Advisors, Inc. 0.03% Reduce -1.6% 6,508 $322K
Brown Financial Advisory 0.25% No change 6,471 $320K
Hyman Charles D 0.02% No change 6,359 $314K
Patton Albertson Miller Group, LLC 0.04% No change 6,340 $313K
Sound View Wealth Advisors Group, LLC 0.03% No change 6,241 $308K
Sheets Smith Wealth Management 0.04% New 6,217 $307K
Evernest Financial Advisors, LLC 0.14% Reduce -0.9% 6,200 $306K
Jennison Associates LLC 0.00% New 6,200 $306K
WFA of San Diego, LLC 0.27% — 6,155 $304K
Atwater Malick LLC 0.10% No change 6,121 $303K
Pin Oak Investment Advisors Inc. 0.29% Reduce -6.9% 6,110 $302K
Napa Wealth Management 0.20% Reduce -12.5% 6,102 $302K
Mayfair Advisory Group, LLC 0.20% Add +35.8% 5,832 $300K
Members Wealth LLC 0.20% — 5,268 $300K
Selective Wealth Management, Inc. 0.13% No change 5,974 $299K
SlateStone Wealth, LLC 0.03% Reduce -2.0% 6,043 $299K
Carnegie Investment Counsel 0.01% Reduce -40.7% 6,045 $299K
Source Financial Advisors LLC 0.09% Reduce -52.2% 6,044 $299K
Bfsg, LLC 0.04% No change 6,027 $298K
Proficio Capital Partners LLC 0.03% No change 6,000 $297K
Newman Dignan & Sheerar, Inc. 0.08% Add +2.1% 5,997 $296K
Bank Ozk 0.13% Reduce -5.3% 5,996 $296K
Clarus Group, Inc. 0.13% Reduce -0.0% 5,985 $296K
Accretive Wealth Partners, LLC 0.12% Add +46.4% 5,982 $296K
Austin Asset Management Co Inc 0.06% Reduce -2.4% 5,979 $295K
Money Concepts Capital Corp. 0.02% Reduce -2.7% 5,957 $294K
Sit Investment Associates Inc. 0.01% New 5,955 $294K
Coordinated Financial Services, Inc. 0.25% Add +1.9% 5,924 $293K
ARK & TLK Investments, LLC 0.11% New 5,904 $292K
Rathbones Group PLC 0.00% No change 5,900 $292K
Melfa Wealth Management, Inc. 0.20% Reduce -4.0% 5,899 $292K
O'Connor Financial Group LLC 0.17% Reduce -1.0% 5,887 $291K
First American Trust, FSB 0.03% New 5,873 $290K
Providence Capital Advisors, LLC 0.06% Reduce -0.4% 5,868 $290K
Spinnaker Trust 0.02% Add +1.3% 5,864 $290K
MKT Advisors LLC 0.14% No change 5,784 $290K
Horan Capital Advisors, LLC. 0.10% Add +2.9% 5,859 $290K
Signal Advisors Wealth, LLC 0.63% Reduce -93.2% 5,849 $289K
Westover Capital Advisors, LLC 0.07% Reduce -16.0% 5,820 $288K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 5,816 $287K
Able Wealth Management LLC 0.24% Reduce -0.6% 5,794 $286K
Harvest Investment Services, LLC 0.11% New 5,790 $286K
Wealth Group Ltd 0.09% Reduce -37.3% 5,784 $286K
Astoria Portfolio Advisors LLC. 0.10% Reduce -3.5% 5,778 $286K
Moss Adams Wealth Advisors LLC 0.04% New 5,773 $285K
Two Sigma Securities, LLC 0.01% Reduce -94.1% 5,764 $285K
Slagle Financial, LLC 0.15% Reduce -2.6% 5,762 $285K
McIlrath & Eck, LLC 0.04% Add +0.0% 5,744 $284K
Market Street Wealth Management Advisors LLC 0.05% Reduce -1.2% 5,722 $283K
KKM Financial LLC 0.13% No change 5,713 $282K
Willow Creek Wealth Management Inc. 0.03% No change 5,710 $282K
Silver Oak Advisory Group, Inc. 0.16% No change 5,710 $282K
Athena Investment Management 0.17% No change 5,700 $282K
UNIVEST FINANCIAL Corp 0.08% No change 5,687 $281K
Collaborative Wealth Managment Inc. 0.14% Reduce -24.4% 5,608 $277K
Garden State Investment Advisory Services LLC 0.10% Reduce -34.7% 5,601 $277K
Fortis Capital Management LLC 0.06% Add +6.7% 5,599 $277K
Guidance Point Advisors, LLC 0.09% Add +1.0% 5,597 $277K
FLC Capital Advisors 0.07% No change 5,555 $275K
Foster & Motley Inc. 0.02% Reduce -22.9% 5,536 $274K
Vickerman Investment Advisors, Inc. 0.09% No change 5,513 $272K
Fingerlakes Wealth Management, Inc. 0.24% Add +0.9% 5,506 $272K
High Note Wealth, LLC 0.08% No change 5,503 $272K
Moody LYNN Lieberson & Walker, LLC 0.02% Add +5.3% 5,502 $272K
Chilton Investment Co. Inc. 0.01% No change 5,483 $271K
Seeds Investor LLC 0.14% Reduce -3.4% 5,467 $270K
Alpha Omega Wealth Management LLC 0.05% No change 5,458 $270K
Palo Alto Wealth Advisors, LLC 0.19% Reduce -3.9% 5,455 $270K
Harbor Group, Inc. 0.07% Add +0.8% 5,455 $270K
Mainsail Asset Management, LLC 0.21% Add +0.1% 5,376 $266K
Greenwood Capital Associates LLC 0.03% No change 5,354 $265K
Guardian Asset Advisors, LLC 0.19% Add +8.3% 5,347 $265K
Signify Wealth 0.38% New 5,335 $264K
Retirement Income Solutions, Inc. 0.06% Reduce -12.2% 5,329 $263K
Sterling Investment Advisors LLC 0.16% Reduce -0.1% 5,326 $263K
Disciplined Investments, LLC 0.14% Reduce -17.7% 5,326 $263K
GW&K Investment Management, LLC 0.00% Add +29.1% 5,317 $263K
AA Financial Advisors, LLC 0.09% Reduce -0.1% 5,316 $263K
OMNI 360 Wealth, Inc. 0.20% No change 5,312 $263K
Redhawk Wealth Advisors, Inc. 0.04% Reduce -5.7% 5,302 $262K
Atlantic Private Wealth, LLC 0.21% No change 5,289 $261K
Fsa Wealth Partners, Inc. 0.07% Add +5.2% 5,288 $261K
jvl associates llc 0.10% Add +7.7% 5,275 $261K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.07% New 5,274 $261K
WMG Financial Advisors, LLC 0.14% Reduce -3.0% 5,271 $260K
Shore Point Advisors, LLC 0.15% Add +1.5% 5,262 $260K
ORBA Wealth Advisors, L.L.C. 0.13% No change 5,254 $260K
New Wave Wealth Advisors LLC 0.14% — 5,253 $260K
Capital Planning LLC 0.08% No change 5,239 $259K
Stonegate Investment Group, LLC 0.01% New 5,236 $259K
Aft, Forsyth & Company, Inc. 0.13% No change 5,200 $257K
Stonebridge Capital Advisors LLC 0.02% Reduce -4.5% 5,132 $254K
SIMA Wealth Partners, LLC 0.24% — 5,089 $251K
Ti-Trust, Inc. 0.19% No change 5,076 $251K
Cullen/Frost Bankers, Inc. 0.00% Reduce -2.4% 5,073 $251K
Fortitude Advisory Group L.L.C. 0.15% Add +0.5% 5,056 $250K
Patton Fund Management, Inc. 0.05% New 5,052 $250K
Virtue Capital Management, LLC 0.04% New 4,926 $249K
Excalibur Management Corp. 0.10% No change 4,998 $247K
Caldwell Sutter Capital, Inc. 0.12% Add +3.9% 4,969 $246K
Nvest Financial, LLC 0.15% Reduce -3.0% 4,962 $245K
Gibbs Wealth Management 0.10% New 4,915 $243K
Kingdom Financial Group LLC. 0.16% Reduce -38.0% 4,906 $242K
FreeGulliver LLC 0.17% Add +12.2% 4,904 $242K
Advisory Alpha, LLC 0.01% Add +13.8% 4,898 $242K
Logan Capital Management Inc. 0.01% Add +212.5% 4,863 $240K
Bill Few Associates, Inc. 0.09% No change 4,860 $240K
Cascade Investment Group, Inc. 0.19% Reduce -2.5% 4,848 $240K
Harbour Investment Management LLC 0.11% No change 4,829 $239K
Spirepoint Private Client, LLC 0.03% Reduce -2.0% 4,798 $237K
LexAurum Advisors, LLC 0.06% Reduce -2.1% 4,787 $237K
Chemistry Wealth Management LLC 0.06% New 4,787 $237K
Blue Zone Wealth Advisors, LLC 0.08% Add +0.4% 4,782 $236K
Red Door Wealth Management, LLC 0.04% New 4,778 $236K
ABLE Financial Group, LLC 0.09% New 4,767 $236K
Lockerman Financial Group, Inc. 0.43% Reduce -1.6% 4,766 $236K
Meredith Wealth Planning 0.12% New 4,762 $235K
Northwest Quadrant Wealth Management, LLC 0.06% Add +0.9% 4,753 $235K
FWG Investments, LLC. 0.24% Reduce -9.1% 4,751 $235K
Ameraudi Asset Management, Inc. 0.11% No change 4,743 $234K
Cedar Point Capital Partners, LLC 0.17% Add +16.9% 4,728 $234K
First Financial Bank - Trust Division 0.02% New 4,722 $233K
XML Financial, LLC 0.02% Add +5.9% 4,719 $233K
Zullo Investment Group, Inc. 0.10% Reduce -4.0% 4,705 $233K
GDS Wealth Management 0.03% New 4,698 $232K
Copperwynd Financial, LLC 0.08% New 4,555 $232K
Wit, LLC 6.96% Reduce -0.6% 4,679 $231K
Satovsky Asset Management LLC 0.06% New 4,677 $231K
Realta Investment Advisors 0.05% Reduce -37.6% 4,661 $230K
PCG Wealth Advisors, LLC 0.10% Reduce -5.5% 4,638 $229K
Quantitative Strategies, Inc. 0.13% No change 4,632 $229K
Truvestments Capital LLC 0.09% Add +2.6% 4,632 $229K
National Wealth Management Group, LLC 0.17% Add +0.9% 4,626 $229K
Mason Investment Advisory Services, Inc. 0.01% Add +5.1% 4,623 $228K
Hubbell Strickland Wealth Management, LLC 0.11% Add +8.2% 4,602 $227K
Financial Guidance Group, Inc. 0.14% Add +4.2% 4,582 $226K
Investmark Advisory Group LLC 0.12% Reduce -1.0% 4,566 $226K
Fiduciary Alliance LLC 0.04% Reduce -0.5% 4,535 $225K
Tucker Asset Management LLC 0.05% Add +16.7% 4,548 $225K
Legacy Wealth Asset Management, LLC 0.06% Reduce -5.8% 4,538 $224K
Rovin Capital /Ut/ 0.09% Reduce -5.8% 4,541 $224K
Reynders McVeigh Capital Management, LLC 0.01% No change 4,519 $223K
Summit X, LLC 0.05% New 4,469 $223K
Stokes Capital Advisors, LLC 0.06% Reduce -10.4% 4,501 $222K
Wallace Capital Management Inc. 0.03% Reduce -15.9% 4,500 $222K
Madrona Financial Services, LLC 0.07% New 4,493 $222K
Brown Miller Wealth Management, LLC 0.09% No change 4,484 $222K
SkyOak Wealth, LLC 0.05% Add +1.7% 4,482 $222K
WealthCollab, LLC 0.16% Reduce -15.5% 4,468 $221K
Blue Bell Private Wealth Management, LLC 0.05% Add +44.0% 4,457 $220K
Members Trust Co 0.01% No change 4,457 $220K
Cadence Wealth Management LLC 0.15% Add +2.0% 4,440 $219K
Hexagon Capital Partners LLC 0.05% Reduce -8.8% 4,422 $219K
Cornerstone Advisory, LLC 0.03% Add +6.5% 4,418 $218K
Greenup Street Wealth Management LLC 0.05% Add +1.0% 4,416 $218K
Institutional & Family Asset Management, LLC 0.03% Add +17.8% 4,412 $218K
Mraz, Amerine & Associates, Inc. 0.04% Reduce -21.4% 4,411 $218K
WealthTrust Axiom LLC 0.07% Reduce -0.6% 4,399 $217K
Pegasus Partners Ltd. 0.02% New 4,393 $217K
LM Advisors LLC 0.04% New 4,394 $217K
Barnes Pettey Financial Advisors, LLC 0.19% New 4,384 $217K
Cahaba Wealth Management, Inc. 0.02% Add +0.6% 4,382 $217K
Burt Wealth Advisors 0.06% New 4,375 $216K
Truefg, LLC 0.08% No change 4,356 $215K
Family Asset Management, LLC 0.14% New 4,355 $215K
Frisch Financial Group, Inc. 0.07% Reduce -24.5% 4,353 $215K
AIFG Consultants Ltd. 0.16% Add +0.1% 4,311 $213K
Trust Point Inc. 0.02% No change 4,294 $212K
GeoWealth Management, LLC 0.01% Add +12.0% 4,273 $211K
Fortis Group Advisors, LLC 0.04% New 4,269 $211K
Claret Asset Management Corp 0.04% No change 4,256 $210K
Empirical Asset Management, LLC 0.08% New 148,491 $208K
One Charles Private Wealth Services, LLC 0.09% Reduce -26.5% 4,209 $208K
Bernardo Wealth Planning LLC 0.06% Add +0.8% 4,203 $208K
DF Dent & Co. Inc. 0.00% No change 4,202 $208K
USAdvisors Wealth Management, LLC 0.07% Reduce -0.6% 4,205 $207K
Clark Capital Management Group, Inc. 0.00% New 4,184 $207K
Cedrus LLC 0.10% Reduce -4.4% 4,174 $206K
Cape Investment Advisory, Inc. 0.09% Reduce -45.2% 4,173 $206K
G&S Capital LLC 0.09% Reduce -21.7% 4,029 $206K
Annex Advisory Services, LLC 0.01% New 4,166 $206K
TNF LLC 0.08% New 4,115 $205K
Pettyjohn, Wood & White, Inc. 0.04% Reduce -0.9% 4,156 $205K
Greenwich Wealth Management LLC 0.01% Reduce -7.8% 4,131 $204K
Range Financial Group LLC 0.10% Add +0.6% 4,106 $203K
Argent Advisors, Inc. 0.08% Reduce -6.1% 4,102 $203K
Catalyst Private Wealth, LLC 0.11% No change 4,097 $202K
Embree Financial Group 0.04% Reduce -16.7% 4,087 $202K
Great Waters Wealth Management 0.03% New 4,083 $202K
Evoke Wealth, LLC 0.30% Reduce -99.7% 4,076 $201K
Balefire, LLC 0.07% Add +5.5% 4,074 $201K
Seelaus Asset Management LLC 0.21% New 4,056 $200K
Fortem Financial Group, LLC 0.09% New 4,056 $200K
Gradient Investments LLC 0.00% Reduce -26.9% 3,966 $196K
Nordwand Advisors, LLC 0.08% No change 3,905 $193K
Princeton Global Asset Management LLC 0.04% Add +599.6% 3,764 $186K
GoalVest Advisory LLC 0.06% Reduce -2.7% 3,761 $186K
Duncker Streett & Co. Inc. 0.04% No change 3,739 $185K
Strategic Financial Concepts, LLC 0.11% Add +6005.9% 8,308,691 $184K
Moisand Fitzgerald Tamayo, LLC 0.03% Add +0.3% 3,697 $183K
Brown, Lisle/Cummings, Inc. 0.06% No change 3,642 $180K
Global Wealth Strategies & Associates 0.06% Add +0.4% 3,630 $179K
United Community Bank 0.07% No change 3,564 $176K
TCTC Holdings, LLC 0.01% No change 3,560 $176K
Spotlight Asset Group, Inc. 0.12% Add +1.0% 3,555 $176K
Gables Capital Management Inc. 0.09% Add +4.8% 3,509 $173K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% New 3,482 $172K
Old Second National Bank of Aurora 0.04% No change 3,464 $171K
DHJJ Financial Advisors, Ltd. 0.07% Add +0.0% 3,452 $171K
Concord Wealth Partners 0.03% Add +0.0% 3,451 $171K
American National Bank & Trust 0.02% No change 3,443 $170K
IAG Wealth Partners, LLC 0.03% Reduce -28.6% 3,429 $169K
Sound Income Strategies, LLC 0.01% Reduce -67.4% 3,418 $169K
Ransom Advisory, Ltd 0.08% Add +157.1% 3,273 $162K
Glen Eagle Advisors, LLC 0.03% Add +1.7% 3,228 $160K
Rowlandmiller & Partners.adv 0.03% Reduce -2.9% 3,214 $159K
Pacifica Partners Inc. 0.07% Add +46.6% 3,164 $159K
Signature Resources Capital Management, LLC 0.13% Add +3.1% 3,163 $156K
Union Savings Bank 0.08% No change 3,154 $156K
MCF Advisors LLC 0.01% Add +0.4% 3,075 $152K
Indiana Trust & Investment Management Co 0.06% Reduce -3.1% 3,042 $150K
Central Pacific Bank - Trust Division 0.02% Reduce -7.7% 3,026 $150K
Hobbs Group Advisors, LLC 0.05% — 2,828 $140K
Jamison Private Wealth Management, Inc. 0.02% Add +170.8% 2,703 $134K
Rothschild Investment LLC 0.01% Add +0.4% 2,684 $133K
Colonial Trust Advisors 0.01% Reduce -0.2% 2,637 $130K
Harbor Investment Advisory, LLC 0.01% Reduce -5.0% 2,616 $129K
Beacon Capital Management, LLC 0.02% Add +1.6% 2,595 $128K
Ironwood Wealth Management, LLC. 0.04% No change 2,482 $123K
GPS Wealth Strategies Group, LLC 0.02% Add +70.4% 2,452 $121K
Rain Capital Management, LLC 0.08% No change 2,273 $115K
BNP Paribas Financial Markets 0.00% Add +11.4% 2,260 $112K
Russell Investments Group, Ltd. 0.00% New 2,205 $109K
RFP Financial Group LLC 0.04% Reduce -16.5% 2,078 $103K
Elevation Wealth Partners, LLC 0.05% Add +1.0% 2,019 $100K
Wiser Advisor Group LLC 0.16% Add +21.9% 2,011 $99K
TFC Financial Management, Inc. 0.02% No change 1,999 $99K
SJS Investment Consulting Inc. 0.02% No change 1,980 $98K
Robinswood Financial LLC 0.04% Add +3014.5% 1,931 $95K
Field & Main Bank 0.04% Add +93.6% 1,913 $95K
HBC Financial Services, PLLC 0.06% No change 1,883 $94K
DiNuzzo Private Wealth, Inc. 0.01% No change 1,873 $93K
Voisard Asset Management Group, Inc. 0.04% No change 1,852 $92K
Coston, McIsaac & Partners 0.03% No change 1,856 $91K
Consultiva Wealth Management, Corp. 0.76% New 1,684 $83K
Bruce G. Allen Investments, LLC 0.06% Reduce -24.3% 1,536 $76K
Marquette Asset Management, LLC 0.01% No change 1,524 $75K
Olistico Wealth, LLC 0.05% New 1,500 $74K
Advantage Trust Co 0.05% No change 1,465 $72K
Canton Hathaway, LLC 0.02% No change 1,460 $72K
Albion Financial Group 0.01% Add +76.5% 1,456 $72K
Jackson, Grant Investment Advisers, Inc. 0.03% Add +0.9% 1,414 $70K
Foster Dykema Cabot & Partners, LLC 0.01% Reduce -25.5% 1,394 $69K
Tyler-Stone Wealth Management 0.03% Reduce -7.1% 1,389 $69K
MeadowBrook Investment Advisors LLC 0.07% Reduce -95.9% 405 $68K
NFSG Corp 0.03% Reduce -6.8% 1,377 $68K
Silicon Valley Capital Partners 0.01% Add +0.9% 1,375 $68K
Clear Point Advisors Inc. 0.06% Add +0.9% 1,364 $67K
Painted Porch Advisors LLC 0.04% New 1,344 $66K
Tsfg, LLC 0.02% Add +0.1% 1,320 $65K
Main Street Group, LTD 0.03% Reduce -26.9% 1,304 $64K
ESL Trust Services, LLC 0.02% No change 1,284 $63K
Ramirez Asset Management, Inc. 0.01% No change 1,255 $62K
Dakota Community Bank & Trust NA 0.33% No change 1,254 $62K
Tidemark, LLC 0.03% Reduce -10.4% 1,242 $61K
Richardson Capital Management LLC 0.04% Reduce -22.6% 1,184 $59K
Bollard Group LLC 0.00% Add +0.9% 1,179 $58K
Pacific Center for Financial Services 0.02% No change 1,106 $55K
Wolff Wiese Magana LLC 0.04% Add +5.3% 1,102 $54K
Hoese & Co LLP 0.05% Add +56.6% 1,073 $54K
Great Lakes Retirement, Inc. 0.01% New 1,037 $51K
Financial Freedom, LLC 0.03% No change 1,015 $50K
POM Investment Strategies, LLC 0.04% No change 982 $49K
Orion Capital Management LLC 0.02% No change 912 $45K
West Paces Advisors Inc. 0.01% Reduce -40.2% 882 $44K
Addison Advisors LLC 0.01% Reduce -5.6% 876 $43K
FSC Wealth Advisors, LLC 0.03% No change 873 $43K
Valley National Advisers Inc. 0.01% No change 876 $43K
Rise Advisors, LLC 0.02% Add +0.9% 867 $43K
Gleason Group, Inc. 0.01% Add +201.4% 856 $42K
Vermillion & White Wealth Management Group, LLC 0.03% Add +133.0% 834 $41K
EnRich Financial Partners LLC 0.01% No change 800 $40K
Kathleen S. Wright Associates Inc. 0.02% No change 788 $39K
LRI Investments, LLC 0.00% No change 787 $39K
Your Advocates Ltd., LLP 0.02% Reduce -4.9% 778 $38K
Fairscale Capital, LLC 0.03% — 747 $38K
Piscataqua Savings Bank 0.03% No change 769 $38K
Abich Financial Wealth Management LLC 0.02% Add +2458.6% 742 $37K
Spectrum Wealth Counsel, LLC 0.00% New 669 $33K
HighMark Wealth Management LLC 0.02% Add +0.9% 667 $33K
Toth Financial Advisory Corp. 0.00% No change 662 $33K
FinTrust Capital Advisors, LLC 0.01% New 659 $33K
Financial Gravity Asset Management, Inc. 0.01% Add +55.2% 647 $32K
Triad Wealth Partners, LLC 0.02% New 633 $31K
LGT Financial Advisors LLC 0.06% Add +0.8% 611 $30K
Evergreen Private Wealth LLC 0.01% No change 610 $30K
Versant Capital Management, Inc 0.01% No change 600 $30K
Community Bank, N.A. 0.00% No change 600 $30K
ICA Group Wealth Management, LLC 0.02% Reduce -99.0% 590 $29K
Paladin Advisory Group, LLC 0.02% No change 572 $28K
Wetzel Investment Advisors, Inc. 0.02% No change 546 $27K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 539 $27K
Transcendent Capital Group LLC 0.01% Add +101.2% 509 $25K
PFS Partners, LLC 0.02% Add +1.0% 496 $25K
Eukles Asset Management 0.01% No change 491 $24K
Tower View Wealth Management LLC 0.01% Reduce -38.0% 490 $24K
Delta Asset Management LLC 0.00% Reduce -9.3% 490 $24K
Anfield Capital Management, LLC 0.01% No change 449 $22K
New Millennium Group LLC 0.01% New 448 $22K
Advisor Resource Council 0.03% Add +26.8% 13,859 $22K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 446 $22K
Register Financial Advisors LLC 0.01% No change 437 $22K
Atticus Wealth Management, LLC 0.01% Reduce -4.2% 435 $22K
Kiely Wealth Advisory Group, Inc. 0.01% Add +67.9% 440 $21K
Tower Research Capital LLC (TRC) 0.00% Reduce -88.0% 411 $20K
Dunhill Financial, LLC 0.01% Add +0.3% 396 $20K
Frazier Financial Advisors, LLC 0.01% No change 372 $18K
Syntrinsic LLC 0.01% Add +0.8% 371 $18K
Dagco, Inc. 0.01% Add +0.5% 371 $18K
Northwest Capital Management Inc 0.01% Reduce -91.1% 352 $17K
Toronto Dominion Bank 0.00% No change 350 $17K
Zeit Capital LLC 0.01% No change 339 $17K
Ulland Investment Advisors, LLC 0.01% No change 320 $16K
AlphaMark Advisors, LLC 0.01% New 319 $16K
Macroview Investment Management LLC 0.02% Reduce -81.0% 317 $16K
Global Trust Asset Management, LLC 0.01% Add +3.3% 310 $15K
Halpern Financial, Inc. 0.00% New 308 $15K
Hantz Financial Services, Inc. 0.00% Reduce -9.3% 312 $15K
CNB Bank 0.01% No change 300 $15K
Westside Investment Management, Inc. 0.00% Reduce -33.3% 300 $15K
Bellevue Asset Management, LLC 0.01% Add +1.1% 281 $14K
Armstrong Advisory Group, Inc. 0.00% No change 268 $13K
Mendota Financial Group, LLC 0.01% No change 266 $13K
SWS Partners 0.00% New 246 $12K
Pineridge Advisors LLC 0.00% New 236 $12K
Peoples Financial Services Corp. 0.01% No change 234 $12K
Hilltop National Bank 0.00% No change 220 $11K
Partnership Wealth Management, LLC 0.01% Reduce -56.2% 218 $11K
First Pacific Financial 0.00% Add +47.3% 215 $11K
West Branch Capital LLC 0.00% New 195 $10K
Investment Research & Advisory Group, Inc. 0.00% Add +1.0% 194 $10K
CGC Financial Services, LLC 0.00% Reduce -44.8% 185 $9K
Opal Wealth Advisors, LLC 0.00% Reduce -84.1% 181 $9K
Emfo, LLC 0.01% No change 178 $9K
Byrne Asset Management LLC 0.01% No change 177 $9K
Nemes Rush Group LLC 0.00% Reduce -91.5% 170 $8K
First Command Advisory Services, Inc. 0.00% Add +379.3% 786 $8K
Gilliland Jeter Wealth Management LLC 0.00% New 161 $8K
Kozak & Associates, Inc. 0.00% No change 153 $8K
Centerpoint Advisors, LLC 0.00% No change 117 $6K
Creekmur Asset Management LLC 0.00% New 113 $6K
Prestige Wealth Management Group LLC 0.00% No change 100 $5K
Legend Financial Advisors, Inc. 0.00% No change 96 $5K
SRH Advisors, LLC 0.00% No change 79 $4K
Camelot Portfolios, LLC 0.00% New 76 $4K
First Personal Financial Services 0.00% No change 55 $3K
Dogwood Wealth Management LLC 0.00% Add +14.3% 48 $2K
Activest Wealth Management 0.00% No change 45 $2K
Lowe Wealth Advisors, LLC 0.00% Reduce -46.9% 43 $2K
American Capital Advisory, LLC 0.00% Reduce -89.2% 42 $2K
Semmax Financial Advisors Inc. 0.00% No change 32 $2K
McClarren Financial Advisors, Inc. 0.01% Reduce -95.8% 889 $1K
Financial Connections Group, Inc. 0.00% No change 33 $1K
Strengthening Families & Communities, LLC 0.00% New 12 $1K
SWAN Capital LLC 0.00% New 16 $791
Strategic Investment Solutions, Inc. 0.00% — 9 $455
Davis Capital Management 0.00% No change 8 $398
PSI Advisors, LLC 0.00% No change 6 $297
New England Capital Financial Advisors LLC 0.00% New 2 $99

"% of holder's portfolio" is VEA's weight in each manager's 13F, not the share of Vanguard Ftse Developed ETF the manager owns.