Vanguard Ftse Developed ETFVEAETF

13F holders, Q3 2024 (September 30)
2,210holders +48
118new positions
70sold out
5famous investors
$52.87avg. 13F price*

At the end of Q3 2024, 2,210 institutions reported holding Vanguard Ftse Developed ETF (VEA) in their 13F filings, up 48 from Q2 2024. 118 opened new positions and 70 sold out. The largest holders were Bank of America Corp. ($8.7B), Creative Planning ($7.7B) and Betterment LLC ($6.7B). 5 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions118$275.2M
Exits70$2.0B

All 13F filers, Q2 2024 → Q3 2024: 81,649,964 shares bought and 91,168,388 shares sold, net −9,518,424 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,210 holders

Bank of America Corp. 0.76% Add +1.2% 164,585,587 $8.7B
Creative Planning 7.59% Add +3.8% 145,118,743 $7.7B
Betterment LLC 16.05% Add +2.2% 127,353,008 $6.7B
Envestnet Asset Management Inc. 1.64% Add +2.0% 96,488,801 $5.1B
Jones Financial Companies LLLP 3.64% Add +3.0% 67,071,058 $3.6B
Wells Fargo & Company 0.81% Add +0.5% 62,780,632 $3.3B
Morgan Stanley 0.23% Add +1.5% 59,358,321 $3.1B
Wealthfront Advisers LLC 8.97% Add +2.3% 55,237,104 $2.9B
Northwestern Mutual Wealth Management Co. 2.53% Add +5.8% 53,908,781 $2.8B
WealthNavi Inc. 27.85% Add +5.6% 46,095,601 $2.4B
Goldman Sachs Group Inc. 0.43% Reduce -16.0% 42,620,558 $2.3B
Northern Trust Corp. 0.36% Add +1.4% 41,571,341 $2.2B
Royal Bank of Canada 0.49% Add +1.5% 41,442,706 $2.2B
Mariner, LLC 2.61% Add +3.1% 27,839,709 $1.5B
Sei Investments Co. 1.84% Reduce -0.6% 26,806,498 $1.4B
UBS Group AG 0.39% Add +0.3% 26,641,776 $1.4B
Tiaa Trust, National Association 3.57% Add +0.5% 22,699,729 $1.2B
LPL Financial LLC 0.53% Add +4.5% 22,283,298 $1.2B
Mercer Global Advisors Inc. 2.65% Add +11.5% 21,601,179 $1.1B
Vanguard Group Inc. 0.02% Add +1.1% 17,949,327 $947.9M
Ameriprise Financial Inc. 0.24% Add +65.5% 17,124,926 $917.2M
Baird Financial Group, Inc. 1.69% Reduce -4.8% 16,518,444 $872.3M
Captrust Financial Advisors 2.58% Add +7.2% 16,431,983 $867.8M
FMR LLC 0.05% Reduce -0.9% 16,354,821 $863.7M
Commonwealth Equity Services, LLC 1.27% Reduce -1.1% 15,856,721 $837.4M
Corient Private Wealth LP 1.31% Add +35.2% 17,410,048 $830.2M
Bank of New York Mellon Corp 0.15% Reduce -0.9% 15,607,191 $824.2M
Cerity Partners LLC 1.80% Add +12.4% 15,432,650 $815.0M
US Bancorp \de 1.03% Reduce -3.3% 15,204,581 $803.0M
Jasper Ridge Partners, L.P. 20.66% Add +5.3% 13,731,714 $725.2M
Envestnet Portfolio Solutions, Inc. 2.33% Add +0.1% 13,566,002 $716.4M
Valmark Advisers, Inc. 9.08% Add +2.0% 10,984,276 $580.1M
Rwa Wealth Partners, LLC 7.17% Add +0.3% 10,877,409 $574.4M
JPMorgan Chase & Co. 0.05% Reduce -15.6% 10,837,794 $572.3M
HighTower Advisors, LLC 0.82% Add +1.5% 10,498,455 $554.4M
Wealthspire Advisors, LLC 5.30% Add +7.6% 9,857,108 $520.6M
Stifel Financial Corp. 0.44% Add +5.3% 7,917,192 $418.1M
PNC Financial Services Group, Inc. 0.25% Reduce -1.4% 7,489,088 $395.5M
Nicholas Hoffman & Company, LLC. 16.51% Add +7.1% 7,414,014 $391.5M
Raymond James Financial Services Advisors, Inc. 0.51% Add +11.9% 7,217,085 $381.1M
Keybank National Association 1.46% Reduce -4.7% 7,161,622 $378.2M
SCS Capital Management LLC 7.58% Reduce -2.2% 7,118,927 $376.0M
Cliftonlarsonallen Wealth Advisors, LLC 8.48% Add +6.0% 6,965,405 $367.8M
Morningstar Investment Services LLC 3.75% Add +5.6% 6,934,168 $367.4M
Facet Wealth, Inc. 10.46% Add +4.7% 7,315,934 $367.3M
Michael & Susan Dell Foundation 25.84% No change 6,866,826 $362.6M
MML Investors Services, LLC 1.32% Add +6.5% 6,837,168 $361.1M
HBK Sorce Advisory LLC 10.81% Add +2.2% 6,717,911 $354.8M
State of Tennessee, Department of Treasury 1.14% Add +3.2% 6,148,202 $324.7M
M&T Bank Corp 1.04% Reduce -2.0% 5,965,058 $315.0M
Citigroup Inc. 0.29% Add +0.7% 5,928,876 $313.1M
Victory Capital Management Inc. 0.30% Add +7.9% 5,871,556 $310.1M
JMG Financial Group, Ltd. 10.59% Add +2.9% 5,867,965 $309.9M
Bank of Hawaii 12.51% Add +4.3% 5,664,270 $299.1M
Modera Wealth Management, LLC 3.72% Reduce -1.6% 5,540,320 $292.6M
Regions Financial Corp. 2.07% Reduce -5.9% 5,440,491 $287.3M
Fiduciary Trust Co 3.92% Reduce -0.8% 5,313,383 $280.6M
Truepoint, Inc. 7.35% Add +2.0% 5,178,995 $273.5M
Sofi Wealth, LLC 20.06% Add +8.7% 5,161,231 $272.6M
Pathstone Holdings, LLC 1.19% Reduce -1.6% 5,015,960 $264.9M
Fisher Asset Management 0.11% Add +2.4% 4,968,144 $262.4M
Cetera Investment Advisers 0.53% Add +1.1% 4,582,887 $242.0M
TFO Wealth Partners, LLC 44.46% Reduce -1.0% 4,487,744 $237.0M
Voya Investment Management LLC 0.28% Reduce -0.3% 4,445,895 $234.8M
Country Trust Bank 5.72% Add +0.5% 4,429,577 $233.9M
Ballentine Partners, LLC 3.90% Add +1.6% 4,319,882 $228.1M
Wilmington Savings Fund Society, FSB 3.93% Add +12.0% 4,142,218 $218.8M
Ally Invest Advisors Inc. 19.38% Add +3.7% 4,140,022 $218.6M
Wit, LLC 6.13% — 4,021 $212.3M
Linscomb Wealth, Inc. 10.24% Add +0.5% 3,908,410 $206.4M
Ellevest, Inc. 11.39% Add +1.9% 3,895,053 $205.7M
Manufacturers Life Insurance Company, The 0.17% Reduce -36.3% 3,729,335 $196.9M
Janney Montgomery Scott LLC 0.55% Add +0.2% 3,728,355 $196.9M
Employees Retirement System of Texas 2.00% Add +1753.1% 3,706,161 $195.7M
Osaic Holdings, Inc. 0.43% Reduce -11.2% 3,623,113 $191.4M
CIBC Private Wealth Group LLC 0.34% Add +12.6% 3,605,647 $190.4M
D.A. Davidson & Co. 1.51% Add +2.2% 3,456,795 $182.6M
Alliancebernstein L.P. 0.06% Add +30.4% 3,390,964 $179.1M
MAI Capital Management 1.71% Add +4.7% 3,373,696 $178.2M
Rockefeller Capital Management L.P. 0.45% Add +3.1% 3,172,763 $167.4M
Lincoln National Corp. 5.29% Add +0.5% 3,127,986 $165.2M
Blair William & Co. 0.48% Reduce -0.4% 3,121,696 $164.9M
Wedmont Private Capital 9.37% Add +7.2% 3,162,840 $164.1M
Fifth Third Bancorp 0.59% Reduce -3.5% 3,078,085 $162.6M
Bridges Investment Management Inc. 2.25% Add +3.1% 3,045,885 $160.9M
BLB&B Advisors, LLC 8.11% Add +5.4% 3,004,289 $158.7M
Cambridge Associates LLC /Ma/ 5.94% Add +10.6% 3,003,975 $158.6M
Farmers & Merchants Investments Inc. 4.86% Add +1.5% 2,959,328 $156.3M
Assetmark, Inc. 0.45% Add +0.0% 2,957,882 $156.2M
Raymond James & Associates 0.09% Reduce -27.3% 2,893,164 $152.8M
Synovus Financial Corp. 1.76% Add +2.6% 2,870,912 $151.6M
Focus Partners Wealth 0.45% Reduce -41.0% 2,684,967 $141.8M
Tectonic Advisors LLC 9.16% Add +3.5% 2,641,851 $139.5M
Westwood Holdings Group Inc. 1.07% Add +15.7% 2,617,761 $138.2M
Acropolis Investment Management, LLC 8.07% Add +0.1% 2,575,201 $136.0M
Freestone Capital Holdings, LLC 4.70% Add +1.0% 2,572,775 $135.9M
Foster Group, Inc. 5.05% Add +1.7% 2,563,877 $135.4M
Cambridge Investment Research Advisors, Inc. 0.45% Reduce -1.8% 2,517,501 $132.9M
Allen Investment Management, LLC 1.56% No change 2,481,079 $131.0M
Truist Financial Corp. 0.20% Reduce -5.9% 2,440,604 $128.9M
Johnson Financial Group, LLC 15.09% Add +1.7% 2,350,553 $124.1M
Thrivent Financial for Lutherans 0.22% Add +102.0% 2,211,726 $116.8M
First Financial Bankshares Inc 2.37% Add +1.4% 2,128,993 $112.4M
Eastern Bank 1.95% Add +171.7% 2,065,764 $109.1M
Nepc LLC 3.28% Reduce -7.5% 2,059,233 $108.7M
Steele Capital Management, Inc. 5.58% Add +59.5% 2,021,494 $106.8M
Orion Porfolio Solutions, LLC 1.04% Add +0.2% 1,969,910 $104.0M
Orion Portfolio Solutions, LLC 1.04% Add +0.2% 1,969,910 $104.0M
Glenmede Trust Co. NA 0.49% Add +0.5% 1,938,504 $102.4M
Atria Wealth Solutions, Inc. 1.11% Add +0.1% 1,928,347 $101.8M
Badgley Phelps Wealth Managers, LLC 2.34% Add +0.9% 1,903,943 $100.5M
Lake Street Advisors Group, LLC 4.64% Reduce -1.1% 1,900,038 $100.3M
Empowered Funds, LLC 1.56% Add +4.5% 1,877,803 $99.2M
McKinley Carter Wealth Services, Inc. 5.95% Add +15.3% 1,865,928 $98.5M
Oakworth Capital, Inc. 6.81% Reduce -0.8% 1,860,537 $98.3M
NewEdge Advisors, LLC 0.64% Add +2.1% 1,855,354 $98.0M
Wealth Enhancement Advisory Services, LLC 0.21% Add +0.3% 1,844,888 $97.4M
Sigma Investment Counselors Inc. 5.68% Add +0.6% 1,833,188 $96.8M
Savant Capital, LLC 0.80% Add +20.9% 1,813,416 $95.8M
Litman Gregory Wealth Management LLC 7.90% Add +1.0% 1,789,442 $94.5M
Plante Moran Financial Advisors, LLC 8.04% Add +1.7% 1,784,071 $94.2M
Comerica Bank 0.36% Reduce -3.5% 1,724,995 $91.1M
Monashee Investment Management LLC 9.92% Reduce -0.3% 1,697,600 $89.7M
Rebalance, LLC 6.56% Add +0.9% 1,696,809 $89.6M
Fusion Family Wealth, LLC 8.24% Add +4.0% 1,694,164 $89.5M
Mountain Capital Investment Advisors Inc. 19.60% Reduce -1.4% 1,808,204 $89.3M
Tanglewood Wealth Management, Inc. 10.06% Reduce -4.0% 1,653,392 $87.3M
Allspring Global Investments Holdings, LLC 0.13% Reduce -8.5% 1,639,228 $86.6M
Cresset Asset Management, LLC 0.33% Reduce -1.4% 1,614,152 $85.2M
Coldstream Capital Management Inc. 1.84% Reduce -0.0% 1,612,381 $85.1M
Davis R M Inc. 1.62% Add +7.7% 1,591,495 $84.0M
McClarren Financial Advisors, Inc. 10.50% Add +1447.8% 13,760 $83.5M
Agf Management Ltd. 0.42% Reduce -0.2% 1,574,197 $83.1M
PDS Planning, Inc 7.44% Add +5.0% 1,571,627 $83.0M
Raymond James Trust N.A. 1.79% Reduce -1.6% 1,558,010 $82.3M
DT Investment Partners, LLC 6.67% Add +5.3% 1,557,935 $82.3M
NorthCoast Asset Management LLC 0.57% Add +213.4% 1,816,044 $80.3M
Arbor Investment Advisors, LLC 10.47% Reduce -1.4% 1,496,457 $79.0M
Choreo, LLC 1.16% Reduce -1.2% 1,502,108 $78.8M
Evoke Wealth, LLC 2.14% Add +36364.4% 1,486,289 $78.5M
Pure Financial Advisors, LLC 1.87% Add +5.5% 1,474,851 $77.9M
Brookstone Capital Management 1.14% Add +5.1% 1,463,920 $77.3M
Whittier Trust Co. 1.03% Add +1.8% 1,458,435 $77.0M
CreativeOne Wealth, LLC 2.49% Add +15.3% 1,386,634 $73.2M
Planning Alternatives Ltd. 10.87% Reduce -0.1% 1,352,484 $71.4M
MassMutual Private Wealth & Trust, FSB 2.03% Add +3.0% 1,352,376 $71.4M
Clark Asset Management, LLC 15.21% Add +30.3% 1,341,358 $70.8M
Old National Bancorp 1.63% Add +10.1% 1,333,155 $70.4M
Robertson Stephens Wealth Management, LLC 2.56% Add +53.1% 1,316,807 $69.5M
Aptus Capital Advisors, LLC 1.05% Add +10.3% 1,308,892 $69.1M
Mission Wealth Management, LP 1.67% Add +0.8% 1,280,621 $67.6M
Summit Trail Advisors, LLC 1.66% Add +23.1% 1,268,643 $67.0M
Woodmont Investment Counsel LLC 5.03% Reduce -0.2% 1,266,384 $66.9M
Atria Investments, Inc 0.83% Reduce -1.7% 1,263,521 $66.7M
Lockheed Martin Investment Management Co. 3.06% No change 1,250,000 $66.0M
Caisse de depot et placement du Quebec 0.13% Add +31.6% 1,250,000 $66.0M
Lwmg, LLC 12.54% Add +4.4% 1,249,080 $66.0M
Commerce Bank 0.40% Reduce -1.9% 1,247,708 $65.9M
Mesirow Financial Investment Management, Inc. 1.27% Add +105.7% 1,247,450 $65.9M
Marcum Wealth, LLC 6.11% Add +2.6% 1,244,394 $65.7M
Johnson Investment Counsel Inc. 0.64% Add +3.9% 1,239,008 $65.4M
Patriot Investment Management Group, Inc. 4.76% Add +2.1% 1,226,113 $64.8M
Financial Counselors Inc. 0.95% Add +3.9% 1,219,763 $64.4M
TD Waterhouse Canada Inc. 0.52% Add +7.9% 1,231,646 $64.4M
Tanager Wealth Management LLP 8.66% Add +8.7% 1,218,621 $64.4M
BOK Financial Private Wealth, Inc. 4.66% Reduce -1.6% 1,218,118 $64.3M
Beacon Pointe Advisors, LLC 0.74% Reduce -2.9% 1,213,688 $64.1M
Connable Office Inc. 6.45% Add +1.1% 1,213,337 $64.1M
UMB Bank, n.a. 1.00% Reduce -1.1% 1,211,113 $64.0M
Gilbert & Cook, Inc. 8.79% Reduce -10.2% 1,210,361 $63.9M
Apella Capital, LLC 2.60% Add +9.5% 1,208,591 $63.3M
Signaturefd, LLC 1.18% Reduce -0.5% 1,173,965 $62.0M
Elwood & Goetz Wealth Advisory Group, LLC 15.32% Add +7.3% 1,171,753 $61.9M
Sepio Capital, LP 4.71% Reduce -1.4% 1,145,664 $60.5M
Hirtle & Co., LLC 2.85% Add +2.5% 1,138,852 $60.1M
EverSource Wealth Advisors, LLC 3.79% Add +1.1% 1,131,884 $59.8M
Adventist Health System/ West 9.19% No change 1,131,440 $59.8M
Arvest Bank Trust Division 3.39% — 1,115,302 $58.9M
Composition Wealth, LLC 1.33% Reduce -1.9% 1,088,592 $57.5M
Kestra Advisory Services, LLC 0.31% Reduce -1.9% 1,073,768 $56.7M
Proffitt & Goodson Inc. 9.28% Add +0.4% 1,072,120 $56.6M
Trilogy Capital Inc. 2.85% Add +6.6% 1,070,778 $56.5M
Avion Wealth 14.72% Add +1.4% 1,064,777 $56.2M
Human Investing LLC 10.17% Add +1.9% 1,064,172 $56.2M
Edge Capital Group, LLC 2.49% Add +2.6% 1,061,695 $56.1M
Meeder Advisory Services, Inc. 3.63% Reduce -8.9% 1,061,538 $56.1M
Peapack Gladstone Financial Corp. 0.80% Add +2.0% 1,051,701 $55.5M
Bank of Montreal 0.03% Add +1.1% 1,042,573 $55.2M
Auto-Owners Insurance Co 1.35% No change 1,045,750 $55.2M
WestHill Financial Advisors, Inc. 12.33% Add +2.1% 1,041,277 $55.0M
Moneta Group Investment Advisors LLC 0.80% Add +1.6% 1,039,890 $54.9M
Vision Capital Management, Inc. 7.70% Add +1.2% 1,034,828 $54.6M
Legacy Private Trust Co. 3.66% Reduce -22.3% 1,031,491 $54.5M
Pinnacle Financial Partners Inc 1.09% Reduce -5.6% 1,031,418 $54.5M
Connecticut Wealth Management, LLC 2.61% Reduce -1.4% 1,022,791 $54.0M
Bokf, NA 0.96% Add +0.1% 1,041,374 $54.0M
Alps Advisors Inc. 0.36% Reduce -0.3% 1,015,460 $53.6M
West Financial Advisors, LLC 10.21% Add +4.9% 1,002,569 $52.9M
Avantax Advisory Services, Inc. 0.35% Add +2.4% 1,001,678 $52.9M
Arlington Trust Co LLC 11.32% Reduce -4.7% 981,432 $51.8M
Jacobsen Capital Management 21.75% Reduce -0.9% 978,550 $51.7M
Cornerstone Planning Group LLC 13.58% Add +6.1% 1,013,244 $51.4M
Axiom Advisory, LLC 0.47% Reduce -4.8% 984,888 $49.9M
Kwmg, LLC 5.00% Add +1.2% 940,356 $49.7M
Whittier Trust Co. of Nevada Inc. 1.28% Add +2.3% 937,920 $49.5M
Wallington Asset Management, LLC 6.81% Add +1.7% 925,895 $48.9M
Strategic Investment Advisors / MI 5.31% Add +3.8% 917,298 $48.4M
Alesco Advisors, LLC, An ESL Co 1.49% Reduce -4.8% 912,963 $48.2M
Heartwood Wealth Advisors LLC 5.25% Reduce -0.2% 898,096 $47.4M
Welch & Forbes LLC 0.60% Add +2.1% 896,950 $47.4M
Ameritas Investment Partners, Inc. 1.54% Reduce -1.3% 896,866 $47.4M
Lido Advisors, LLC 0.36% Reduce -11.3% 891,701 $47.1M
Wealth Architects, LLC 5.30% Add +3.1% 887,549 $46.9M
Charles Schwab Trust Co 4.04% Add +0.7% 886,861 $46.8M
JFG Wealth Management, LLC 12.77% Reduce -5.2% 881,580 $46.6M
Arvest Investments, Inc. 6.95% Add +0.4% 871,184 $46.0M
Citizens Business Bank 9.24% Add +1.0% 867,002 $45.8M
Chandler Asset Management, Inc. 8.62% Add +0.9% 864,406 $45.6M
First Bank & Trust 8.64% Add +0.5% 862,533 $45.6M
Waverly Advisors, LLC 0.83% Add +1.8% 855,776 $45.2M
Kohmann Bosshard Financial Services, LLC 5.60% Add +5.9% 854,717 $45.1M
Kathmere Capital Management, LLC 4.24% Add +8.3% 854,676 $45.1M
Private Advisor Group, LLC 0.28% Add +0.2% 846,925 $44.7M
Steward Partners Investment Advisory, LLC 0.41% Add +9.4% 844,540 $44.6M
Financial Synergies Wealth Advisors, Inc. 5.50% Add +2.0% 838,948 $44.3M
Hills Bank & Trust Co 3.34% Add +1.2% 836,967 $44.2M
Klingman & Associates, LLC 2.71% Add +16.0% 827,056 $43.7M
Raffa Wealth Management, LLC 10.52% Add +0.5% 825,426 $43.6M
Merit Financial Group, LLC 0.96% Add +6.0% 812,163 $42.9M
Riverpoint Wealth Management Holdings, LLC 10.92% Add +0.6% 806,488 $42.6M
National Bank of Canada 0.06% Reduce -1.7% 798,955 $42.2M
CENTRAL TRUST Co 0.98% Reduce -2.6% 793,088 $41.9M
GP Brinson Investments LLC 17.07% No change 790,120 $41.7M
VPR Management LLC 14.41% No change 782,800 $41.3M
TD Asset Management Inc 0.04% Add +9.6% 778,202 $41.2M
Brown Advisory Inc. 0.05% Add +13.1% 778,456 $41.1M
Gemmer Asset Management LLC 4.10% Reduce -1.0% 776,837 $41.0M
Cliffwater LLC 9.47% Reduce -1.0% 775,030 $40.9M
Efficient Advisors, LLC 2.55% Reduce -0.1% 768,889 $40.6M
Matrix Trust Co 7.59% New 768,637 $40.6M
Oakwell Private Wealth Management, LLC 11.57% Reduce -5.2% 761,448 $40.2M
Park Avenue Securities LLC 0.45% Reduce -2.9% 758,220 $40.0M
Chai Trust Co. LLC 1.89% Add +3.6% 755,718 $39.9M
Partners in Financial Planning 7.99% Add +0.4% 750,270 $39.6M
Seaside Wealth Management, Inc. 14.98% Add +4.8% 750,236 $39.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.11% Add +2.0% 748,107 $39.5M
Hanson & Doremus Investment Management 6.25% Add +2.1% 745,285 $39.4M
Trust Co 4.72% Add +0.1% 743,621 $39.3M
Whitcomb & Hess, Inc. 11.68% Reduce -0.9% 743,415 $39.3M
Meridian Management Co. 9.82% Add +4.7% 731,920 $38.7M
American Trust 3.19% Reduce -1.0% 731,005 $38.6M
Compound Planning, Inc. 2.41% Add +41.5% 729,465 $38.5M
Laird Norton Wetherby Wealth Management, LLC 1.76% Reduce -0.9% 726,813 $38.4M
First Western Trust Bank 1.72% Reduce -0.0% 726,358 $38.4M
Coyle Financial Counsel LLC 13.29% Add +2.3% 770,984 $38.1M
Tidal Investments LLC 0.42% Add +9.2% 716,920 $37.9M
Fi3 FINANCIAL ADVISORS, LLC 14.86% Add +3.9% 707,900 $37.4M
Acorn Financial Advisory Services Inc. 6.56% Reduce -0.2% 700,887 $37.0M
Townsquare Capital LLC 0.44% Add +0.8% 700,288 $37.0M
Parker Financial LLC 18.48% Add +8.3% 697,673 $36.8M
Sageworth Trust Co 2.16% Reduce -0.1% 685,587 $36.2M
Mutual Advisors, LLC 1.06% Add +2.5% 714,349 $36.2M
EP Wealth Advisors, LLC 0.31% Add +0.7% 682,130 $36.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3.01% Add +24.3% 670,694 $35.4M
RPTC Inc. 7.69% Add +0.2% 669,984 $35.4M
Full Sail Capital, LLC 2.26% Reduce -0.5% 667,851 $35.3M
Lowe Brockenbrough & Co. Inc. 2.25% Add +17.0% 667,215 $35.2M
PACK Private Wealth, LLC 19.86% Add +3.0% 663,386 $35.0M
Toews Corp. 4.68% Reduce -32.6% 661,455 $34.9M
Wolff Financial Management LLC 9.48% New 661,155 $34.9M
Keel Point, LLC 2.90% Add +5.9% 659,817 $34.8M
Roof Eidam Maycock Peralta, LLC 8.78% Reduce -1.1% 653,534 $34.5M
New York Life Investment Management LLC 0.33% Add +40.2% 647,170 $34.2M
Family Firm, Inc. 7.47% Add +0.1% 770,698 $34.1M
Roble, Belko & Company, Inc 5.37% Reduce -0.8% 644,753 $34.0M
Monterey Private Wealth, Inc. 11.54% Add +18.6% 641,300 $33.9M
Beacon Investment Advisory Services, Inc. 1.40% Add +5.3% 638,772 $33.7M
Jordan Park Group LLC 2.27% Add +0.6% 631,747 $33.4M
Apriem Advisors 3.90% Reduce -2.0% 631,495 $33.3M
Windward Private Wealth Management Inc. 12.70% Add +1.6% 627,274 $33.1M
Cascade Financial Partners, LLC 4.12% Add +0.1% 644,543 $32.9M
Galvin, Gaustad & Stein, LLC 2.97% Reduce -5.5% 621,385 $32.8M
Old Mission Investment Co LLC 10.07% Reduce -0.1% 621,048 $32.8M
1ST Source Bank 1.85% Reduce -1.0% 619,725 $32.7M
Perkins Coie Trust Co 7.24% Reduce -1.1% 617,917 $32.6M
Kopp Family Office, LLC 20.63% Reduce -0.1% 613,515 $32.4M
Cantor Fitzgerald Investment Advisors L.P. 2.20% Add +29.1% 612,218 $32.3M
Bryn Mawr Trust Advisors, LLC 1.74% Add +8.0% 609,801 $32.2M
Farther Finance Advisors, LLC 1.21% Add +45.2% 609,284 $32.2M
Keener Financial Planning LLC 20.86% Reduce -3.6% 603,434 $31.9M
REDW Wealth LLC 8.15% Reduce -5.1% 602,304 $31.8M
Intrust Bank NA 3.16% Reduce -0.5% 598,670 $31.6M
Mascoma Wealth Management LLC 7.86% Add +3.0% 598,046 $31.6M
Citizens Financial Group Inc. 0.63% Add +4.3% 590,795 $31.2M
Penobscot Wealth Management 16.50% Add +4.4% 578,583 $30.6M
Beaird Harris Wealth Management, LLC 2.67% Add +5.3% 578,473 $30.5M
Concourse Financial Group Securities, Inc. 1.81% Reduce -2.6% 576,622 $30.5M
Benjamin Edwards Inc. 0.44% New 570,551 $30.1M
Cambridge Advisors Inc. 6.58% Add +2.3% 570,206 $30.1M
REAP Financial Group, LLC 7.30% Add +7.3% 563,836 $29.8M
Praetorian Wealth Management, Inc. 7.41% Reduce -0.0% 563,610 $29.8M
Wealthcare Advisory Partners LLC 0.85% Reduce -1.3% 562,433 $29.7M
OLIO Financial Planning 12.42% Add +0.3% 615,950 $29.5M
Sanctuary Advisors, LLC 0.19% Reduce -50.9% 590,910 $29.3M
JRM Investment Counsel, LLC 10.65% Reduce -3.3% 550,141 $29.1M
Fort Point Capital Partners LLC 3.64% Add +28.4% 549,479 $29.0M
Prudential Financial Inc. 0.04% Add +3.2% 548,730 $29.0M
Avior Wealth Management, LLC 1.15% Reduce -9.0% 550,366 $29.0M
Weitzel Financial Services, Inc. 13.60% Add +1.1% 551,714 $29.0M
Pine Ridge Advisers LLC 2.86% Add +4.0% 544,891 $28.8M
D'Orazio & Associates, Inc. 4.03% Reduce -2.1% 536,859 $28.4M
Manning & Napier Advisors LLC 0.31% Add +2.6% 535,647 $28.3M
Argent Financial Group, Inc. 3.35% — 534,302 $28.2M
SigFig Wealth Management, LLC 1.02% Reduce -20.6% 537,618 $28.2M
Valeo Financial Advisors, LLC 0.80% Reduce -1.0% 532,235 $28.1M
PrairieView Partners, LLC 2.91% Add +5.1% 529,957 $28.0M
Brooklyn FI, LLC 9.84% Add +1.7% 529,196 $27.9M
Evolution Advisers, Inc. 15.17% Reduce -0.3% 527,628 $27.9M
Garde Capital, Inc. 1.83% Reduce -0.8% 526,592 $27.8M
Grey Fox Wealth Advisors, LLC 7.70% Add +24.0% 523,095 $27.6M
Axos Invest Inc. 18.82% — 521,016 $27.5M
Leavell Investment Management, Inc. 1.36% Add +3.0% 515,689 $27.2M
GHP Investment Advisors, Inc. 1.25% Add +1.5% 514,241 $27.2M
Salomon & Ludwin, LLC 2.76% Reduce -10.4% 513,258 $27.1M
Cordant, Inc. 13.86% Add +1.5% 513,258 $27.1M
First Horizon Advisors, Inc. 0.75% Add +3.4% 512,982 $27.1M
Noble Family Wealth, LLC 7.24% Add +12.8% 509,843 $26.9M
Nicolet Advisory Services, LLC 2.54% Reduce -2.8% 518,851 $26.9M
Cahill Financial Advisors Inc. 3.68% Add +7.4% 509,420 $26.9M
Austin Private Wealth, LLC 2.65% Reduce -3.5% 508,999 $26.9M
Clarius Group, LLC 1.87% Reduce -1.7% 507,297 $26.7M
St. Louis Trust Co 3.73% Add +27.5% 501,532 $26.5M
Integris Wealth Management, LLC 7.39% Add +5.4% 501,253 $26.5M
Wiser Wealth Management, Inc 7.59% Reduce -1.8% 501,112 $26.5M
FSA Wealth Management LLC 10.55% — 499,939 $26.4M
Arax Advisory Partners 2.35% Add +0.0% 497,361 $26.3M
Tenret Co LLC 16.46% Add +5.2% 495,521 $26.2M
Founders Financial Securities LLC 2.39% Add +0.5% 491,190 $25.9M
Sandy Spring Bank 1.07% Add +5.0% 490,288 $25.9M
Accredited Investors Inc. 1.47% Reduce -2.4% 487,458 $25.7M
Summit Financial, LLC 1.01% Add +14.9% 486,177 $25.7M
Causeway Capital Management LLC 0.63% Reduce -26.9% 485,531 $25.6M
Abound Wealth Management 8.51% Reduce -0.5% 485,179 $25.6M
Focus Partners Advisor Solutions, LLC 0.54% Add +0.8% 484,006 $25.6M
Stephens Inc. 0.36% Reduce -1.4% 483,948 $25.6M
Cibc World Market Inc. 0.06% Reduce -1.4% 481,202 $25.4M
CANADA LIFE ASSURANCE Co 0.04% Reduce -3.1% 480,719 $25.4M
Ballentine Capital Advisors, Inc 12.63% Add +0.7% 476,945 $25.2M
Integrated Wealth Concepts LLC 0.30% Reduce -18.6% 473,844 $25.0M
Horizon Investments, LLC 0.66% Add +4.1% 473,810 $25.0M
Equita Financial Network, Inc. 9.12% Add +6.5% 472,590 $25.0M
Affiance Financial, LLC 6.01% Add +1.1% 469,276 $24.8M
Nelson Capital Management, LLC 4.14% Add +4.4% 465,534 $24.6M
Relyea Zuckerberg Hanson LLC 3.74% Add +3.8% 464,824 $24.5M
Aufman Associates Inc 15.74% Reduce -1.9% 463,576 $24.5M
Principal Financial Group Inc. 0.01% Add +308.2% 462,230 $24.4M
Arcadia Wealth Management, LLC 12.82% Add +8.1% 461,042 $24.3M
Parallel Advisors, LLC 0.57% Reduce -1.8% 460,844 $24.3M
JFS Wealth Advisors, LLC 1.60% Add +27.6% 453,579 $24.0M
Sovereign Financial Group, Inc. 5.49% Add +5.6% 445,130 $23.5M
1900 Wealth Management LLC 2.01% Reduce -1.1% 443,720 $23.4M
Simmons Bank 1.70% Reduce -2.2% 443,617 $23.4M
Balentine LLC 0.91% Add +1.0% 437,331 $23.1M
Journey Advisory Group, LLC 2.75% Reduce -0.0% 464,106 $22.9M
Fiera Capital Corp 0.07% Reduce -8.0% 434,157 $22.9M
Kestra Private Wealth Services, LLC 0.42% Add +8.9% 431,996 $22.8M
ERn Financial, LLC 3.46% Add +2.6% 431,271 $22.8M
LBMC Investment Advisors, LLC 1.79% Reduce -3.4% 430,026 $22.7M
Cypress Financial Planning LLC 8.38% Add +1.9% 429,181 $22.7M
Mayport, LLC 7.25% Add +6.1% 428,014 $22.6M
Tompkins Financial Corp. 2.15% Add +15.8% 425,733 $22.5M
J.W. Cole Advisors, Inc. 0.93% Add +6.6% 421,369 $22.3M
Pinnacle Wealth Management Advisory Group, LLC 2.08% Add +0.3% 412,551 $21.8M
NDVR, Inc. 22.29% Add +4.2% 410,213 $21.7M
Hart & Patterson Financial Group LLC 10.27% Reduce -2.1% 410,748 $21.7M
Twele Capital Management, Inc. 4.53% Add +0.6% 408,815 $21.6M
Exencial Wealth Advisors, LLC 0.77% Reduce -0.9% 405,375 $21.4M
Fort Washington Investment Advisors Inc. 0.13% Reduce -0.5% 404,586 $21.4M
Capital Planning Advisors, LLC 3.22% Reduce -3.8% 404,233 $21.3M
Hassell Wealth Management, LLC 8.95% Add +9.0% 426,073 $21.3M
Fiduciary Group, LLC 2.15% Reduce -3.8% 402,726 $21.3M
United Capital Financial Advisors, LLC 0.18% Add +2.5% 402,641 $21.3M
Morton Brown Family Wealth, LLC 7.55% Add +6.5% 402,486 $21.3M
Stratos Wealth Advisors, LLC 0.97% Add +11.7% 401,735 $21.2M
Pinnacle Associates Ltd. 0.36% Add +2.9% 441,988 $21.2M
Simon Quick Advisors, LLC 1.33% Add +6.8% 399,823 $21.1M
Hurlow Wealth Management Group, Inc. 6.59% Add +1.6% 399,804 $21.1M
Aspire Private Capital, LLC 5.01% Reduce -2.4% 398,387 $21.0M
Carlson Capital Management 0.89% Add +6.4% 394,706 $20.8M
Abacus Planning Group, Inc. 3.71% Add +28.6% 392,793 $20.7M
Bay Harbor Wealth Management, LLC 6.77% Reduce -4.3% 392,526 $20.7M
Sage Mountain Advisors LLC 1.76% Add +1.8% 390,829 $20.6M
Global Retirement Partners, LLC 0.62% Add +1.7% 390,322 $20.6M
Mittelman Wealth Management 11.69% Add +107.7% 389,465 $20.6M
Bar Harbor Wealth Management 1.31% Reduce -0.3% 388,150 $20.5M
Beirne Wealth Consulting Services, LLC 7.12% Reduce -2.5% 383,950 $20.3M
Wade Financial Advisory, Inc 6.81% Add +1.1% 383,067 $20.2M
Drive Wealth Management, LLC 5.27% Add +1.9% 382,994 $20.2M
Ellenbecker Investment Group 3.82% Add +2.9% 382,536 $20.2M
World Investment Advisors 0.63% Add +20.9% 377,930 $20.0M
Hudock, Inc. 3.44% Add +0.9% 377,214 $19.9M
JNBA Financial Advisors 2.01% Add +3.9% 377,012 $19.9M
Allworth Financial LP 0.12% Reduce -13.3% 376,939 $19.9M
Bricktown Capital, LLC 3.69% No change 375,555 $19.8M
Anderson Hoagland & Co. 2.02% Reduce -0.5% 379,287 $19.8M
Burkett Financial Services, LLC 8.12% Add +0.5% 371,813 $19.6M
Dravo Bay LLC 10.04% Reduce -38.7% 369,636 $19.5M
&partners 0.38% Add +50.5% 369,350 $19.5M
Flputnam Investment Management Co. 0.35% Reduce -42.1% 366,372 $19.3M
Pittenger & Anderson Inc. 0.72% Add +1.8% 364,892 $19.3M
Principal Securities, Inc. 0.47% Add +6.9% 364,228 $19.2M
Myecfo, LLC 10.40% Add +1.9% 363,307 $19.2M
Empower Advisory Group, LLC 0.06% Add +0.0% 362,450 $19.1M
Libra Wealth LLC 7.62% Add +2.9% 361,160 $19.1M
Michelson Medical Research Foundation, Inc. 13.45% No change 361,160 $19.1M
Brown Wealth Management, LLC 6.82% Reduce -6.4% 357,892 $18.9M
Cardiff Park Advisors, LLC 1.70% Reduce -3.0% 357,197 $18.9M
Laird Norton Wetherby Trust Company, LLC 2.46% Add +3.2% 356,165 $18.8M
Iron Horse Wealth Management, LLC 6.40% Add +5.8% 354,721 $18.7M
Kanawha Capital Management LLC 1.36% Reduce -1.1% 353,747 $18.7M
Bear Mountain Capital, Inc. 7.37% Add +0.8% 363,216 $18.7M
Intergy Private Wealth, LLC 7.09% Add +2.0% 352,319 $18.6M
Stephenson & Company, Inc. 12.48% Add +2.4% 349,233 $18.4M
Transamerica Financial Advisors, LLC 1.80% Reduce -2.1% 348,707 $18.4M
Advocate Group LLC 3.34% Add +5.7% 348,679 $18.4M
Guardian Wealth Advisors, LLC 11.31% Add +1.6% 346,868 $18.3M
NewSquare Capital LLC 1.46% Add +3.2% 346,637 $18.3M
B. Riley Wealth Advisors, Inc. 0.51% Reduce -8.8% 350,227 $18.2M
Texas Capital Bank Wealth Management Services Inc 1.79% Reduce -10.4% 344,649 $18.2M
VestGen Investment Management 5.09% Reduce -3.1% 344,160 $18.2M
Rossmore Private Capital 2.24% Add +1.5% 344,026 $18.2M
Level Financial Advisors 6.92% Add +5.0% 343,398 $18.1M
AdvisorNet Financial, Inc 1.35% Add +40.0% 341,704 $18.0M
Choate Investment Advisors 0.46% Reduce -1.1% 341,014 $18.0M
Wealth Forward, LLC 12.62% Add +11.4% 340,674 $18.0M
Mather Group, Llc. 0.23% Reduce -3.1% 340,330 $18.0M
Waterford Advisors, LLC 9.12% Add +3.3% 338,687 $17.9M
Ritholtz Wealth Management 0.54% Reduce -1.5% 338,623 $17.9M
Franklin Resources Inc. 0.01% Add +4.0% 341,703 $17.8M
Parkside Advisors LLC 4.23% Reduce -1.0% 337,082 $17.8M
Dynamic Advisor Solutions LLC 0.53% Add +2.7% 336,795 $17.8M
Raelipskie Partnership 8.66% Reduce -0.1% 336,319 $17.8M
Natixis Advisors, LLC 0.03% Reduce -13.8% 334,346 $17.7M
Legacy Financial Group LLC 3.40% Add +11.2% 334,250 $17.7M
Whitegate Investment Counselors, Inc. 4.68% Add +1.3% 333,978 $17.6M
Orin Green Financial, LLC 7.59% Add +6.0% 333,574 $17.6M
Aletheian Wealth Advisors LLC 10.19% Add +0.4% 330,405 $17.4M
HT Partners LLC 6.15% Add +11.7% 329,173 $17.4M
Caprock Group, LLC 0.63% Add +1.4% 328,551 $17.4M
Harbour Investments, Inc. 0.52% Add +29.4% 328,012 $17.3M
American Money Management, LLC 3.46% Add +3.0% 327,774 $17.3M
Chilton Capital Management LLC 0.72% Reduce -1.8% 327,754 $17.3M
Monument Capital Management 4.77% Reduce -3.0% 326,282 $17.2M
F/m Investments LLC 0.53% No change 321,812 $17.0M
Plancorp, LLC 0.69% Add +5.3% 321,667 $17.0M
RE Dickinson Investment Advisors, LLC 9.55% Add +2.0% 320,920 $16.9M
Mosaic Family Wealth Partners, LLC 2.50% Add +8.4% 318,419 $16.8M
Capasso Planning Partners LLC 4.96% Add +21.7% 318,060 $16.8M
Atmos Advisory, LLC 11.84% Add +4.3% 315,497 $16.7M
Wealthspire Retirement, LLC 1.34% Add +4.7% 312,875 $16.5M
Alera Investment Advisors, LLC 1.94% Reduce -8.0% 312,339 $16.5M
Fairview Capital Investment Management, LLC 0.89% Add +2.6% 311,852 $16.5M
Echo45 Advisors LLC 10.71% Add +4.9% 311,779 $16.5M
Perigon Wealth Management, LLC 0.44% New 311,551 $16.5M
Telos Capital Management, Inc. 1.72% Add +2.5% 310,166 $16.4M
Latigo Investments, LLC 7.92% No change 306,975 $16.2M
Financial Engines Advisors L.L.C. 0.03% Reduce -10.3% 306,314 $16.2M
Cornerstone Wealth Advisors, Inc. 4.48% Add +5.2% 305,184 $16.1M
Argent Trust Co 0.67% Add +0.2% 304,760 $16.1M
Sand Hill Global Advisors, LLC 0.68% Reduce -2.4% 303,848 $16.0M
Wind River Trust Co 6.13% Reduce -13.8% 301,812 $15.9M
Operose Advisors LLC 5.14% Add +2.4% 301,135 $15.9M
Portland Global Advisors LLC 1.99% Add +2.2% 300,096 $15.8M
Advisor OS, LLC 1.58% Add +25.1% 299,632 $15.8M
SilverOak Wealth Management LLC 3.54% Add +3.6% 298,836 $15.8M
Geneos Wealth Management Inc. 0.60% Add +15.0% 296,356 $15.7M
Aspen Grove Capital, LLC 3.45% Reduce -5.0% 295,579 $15.6M
Stratos Wealth Partners, LTD. 0.23% Reduce -15.5% 295,424 $15.6M
ORG Partners LLC 2.51% Add +1.5% 294,167 $15.5M
Equitable Holdings, Inc. 0.15% Add +1.7% 294,000 $15.5M
Summit Wealth Group, LLC 4.44% Reduce -7.0% 291,555 $15.4M
Bordeaux Wealth Advisors LLC 2.75% Add +11.1% 288,330 $15.2M
Riversedge Advisors, LLC 3.38% Reduce -0.1% 282,466 $14.9M
Capital International Investors 0.00% Add +4.2% 280,048 $14.8M
Advisory Services Network, LLC 0.30% No change 297,183 $14.7M
Motive Wealth Advisors 8.81% No change 296,968 $14.7M
Advisors Capital Management, LLC 0.24% Reduce -0.4% 277,577 $14.7M
Regal Investment Advisors LLC 1.02% Add +3.0% 276,237 $14.6M
Rodgers & Associates, LTD 1.74% Add +2.0% 275,809 $14.6M
Applied Capital LLC 7.46% Add +0.3% 274,736 $14.5M
QRG Capital Management, Inc. 0.16% Add +11.7% 274,064 $14.5M
Marathon Mission, Inc. 10.08% Add +3.3% 273,874 $14.5M
Nadler Financial Group, Inc. 1.59% Add +2.1% 273,831 $14.5M
Montis Financial, LLC 5.13% Reduce -0.4% 273,317 $14.4M
Bradley Foster & Sargent Inc. 0.24% Reduce -0.1% 273,190 $14.4M
Nwam LLC 0.88% New 272,428 $14.4M
Cherry Tree Wealth Management, LLC 3.38% Add +2.4% 270,203 $14.3M
Cambridge Capital Management, LLC 9.38% Add +4.0% 269,842 $14.3M
One Degree Advisors Inc 6.00% Add +0.8% 268,617 $14.2M
MBM Wealth Consultants, LLC 4.48% Add +3.1% 268,987 $14.2M
Zuckerman Investment Group, LLC 1.46% Add +1.3% 268,896 $14.2M
Petredis Investment Advisors LLC 1.51% Add +12.3% 268,116 $14.2M
GYL Financial Synergies, LLC 1.06% Add +3.6% 267,548 $14.1M
Veery Capital, LLC 5.27% Reduce -55.5% 266,079 $14.1M
Penney Financial, LLC 9.57% Reduce -0.2% 265,693 $14.0M
PFG Private Wealth Management, LLC 8.10% Add +0.2% 264,712 $14.0M
One Day In July LLC 1.57% Add +3.9% 264,338 $14.0M
Smith, Moore & Co. 1.33% Add +2.7% 263,824 $13.9M
Wooster Corthell Wealth Management, Inc. 2.92% Reduce -0.4% 259,232 $13.7M
FMA Wealth Management, LLC 9.77% Add +1.1% 255,041 $13.5M
Kearns & Associates LLC 8.88% Add +7.3% 254,990 $13.5M
Towerpoint Wealth, LLC 6.36% Add +2.7% 254,214 $13.4M
CSM Advisors, LLC 0.88% Reduce -12.6% 254,078 $13.4M
Smith & Howard Wealth Management, LLC 3.77% Reduce -2.0% 254,097 $13.4M
Warner Financial, Inc. 5.93% Add +1.7% 253,433 $13.4M
Norris Perne & French LLP 0.92% Add +1.1% 253,222 $13.4M
RFG Advisory, LLC 0.41% Reduce -11.8% 253,181 $13.4M
Drucker Wealth 3.0, LLC 3.21% Add +3.7% 253,095 $13.4M
Clearstead Advisors, LLC 0.21% Add +1.2% 252,620 $13.3M
Integrity Wealth Solutions LLC 7.77% Add +2.8% 252,229 $13.3M
O'shaughnessy Asset Management, LLC 0.12% Add +45.4% 255,410 $13.3M
CW Advisors, LLC 0.18% Reduce -10.3% 250,095 $13.2M
5th Street Advisors, LLC 6.39% Reduce -13.1% 248,659 $13.1M
Arcataur Capital Management LLC 4.43% Reduce -0.3% 247,974 $13.1M
Annapolis Financial Services, LLC 3.87% Reduce -8.8% 247,325 $13.1M
Waterloo Capital, L.P. 1.42% Add +8.7% 246,437 $13.0M
CoreCap Advisors, LLC 0.61% New 246,432 $13.0M
Tilson Financial Group, Inc. 5.62% New 245,639 $13.0M
Waypoint Capital Advisors, LLC 2.74% Reduce -1.4% 244,029 $12.9M
Mondrian Investment Partners LTD 0.20% Add +4.6% 244,010 $12.9M
Bristlecone Advisors, LLC 1.03% Add +1.3% 243,725 $12.9M
Sterling Wealth Management, Inc. 4.80% Add +8.6% 243,656 $12.9M
Moller Wealth Partners 3.20% Add +0.7% 242,718 $12.8M
Discipline Wealth Solutions, LLC 6.76% Add +16.7% 242,321 $12.8M
Gordian Advisors LLC 10.15% Add +3.9% 241,053 $12.7M
Up Strategic Wealth Investment Advisors LLC 14.22% Add +53.7% 240,565 $12.7M
Bailard, Inc. 0.33% Add +2.5% 240,071 $12.7M
Moody National Bank Trust Division 1.35% Add +93.7% 238,777 $12.6M
Values Added Financial LLC 7.95% Add +3.6% 238,766 $12.6M
Central Bank & Trust Co. 1.74% Reduce -1.6% 238,369 $12.6M
Staley Capital Advisers Inc. 0.56% Reduce -0.0% 238,172 $12.6M
Ade, LLC 7.70% Add +1.9% 237,265 $12.5M
Kings Path Partners LLC 5.25% Add +10.7% 236,809 $12.5M
Halbert Hargrove Global Advisors, LLC 0.69% Reduce -8.8% 236,136 $12.5M
Battery Global Advisors, LLC 6.76% Add +3.6% 235,529 $12.4M
Signal Advisors Wealth, LLC 1.77% Add +3890.4% 233,396 $12.3M
Epacria Capital Partners, LLC 8.43% No change 233,000 $12.3M
Hillcrest Wealth Advisors - NY, LLC 6.14% Add +6.3% 232,783 $12.3M
Crestmont Private Wealth LLC 5.36% Add +1.4% 232,078 $12.3M
Tenon Financial LLC 8.11% Add +2.3% 231,747 $12.2M
Agilis Partners LLC 3.40% Add +3.4% 229,960 $12.1M
Signature Estate & Investment Advisors LLC 0.28% Add +6.4% 229,699 $12.1M
Great Valley Advisor Group, Inc. 0.30% Add +3.8% 229,427 $12.1M
CFS Investment Advisory Services, LLC 1.02% Reduce -47.9% 228,956 $12.1M
AllSquare Wealth Management LLC 6.87% Reduce -0.9% 228,887 $12.1M
Omnia Family Wealth, LLC 5.17% Add +1.3% 228,454 $12.1M
Gill Capital Partners, LLC 4.32% Add +6.9% 228,445 $12.1M
Wealth Alliance Advisory Group, LLC 2.53% Add +1.8% 228,378 $12.1M
Ashton Thomas Securities, LLC 2.34% Add +2.4% 228,174 $12.0M
Martel Wealth Advisors LLC 2.46% Add +3.1% 230,857 $12.0M
Ebor Charitable Trust 24.24% Add +2.6% 226,810 $12.0M
Seven Post Investment Office LP 1.81% Add +0.9% 226,731 $12.0M
Ausdal Financial Partners, Inc. 1.24% Add +6.9% 224,815 $11.9M
Hiley Hunt Wealth Management 6.80% Add +2.0% 224,714 $11.9M
Hobart Private Capital, LLC 3.03% Reduce -3.1% 224,252 $11.8M
Chesley Taft & Associates LLC 0.56% Add +3.0% 224,123 $11.8M
Vident Advisory, LLC 0.30% Reduce -0.7% 223,384 $11.8M
Johnson Bixby & Associates, LLC 1.79% Reduce -37.3% 222,565 $11.8M
Concurrent Investment Advisors, LLC 0.35% Add +2.4% 222,108 $11.7M
Per Stirling Capital Management, LLC. 1.63% Add +3.5% 221,977 $11.7M
Fairway Wealth LLC 5.94% Add +3.8% 221,620 $11.7M
White Wing Wealth Management 8.96% Reduce -0.8% 220,198 $11.6M
Precedent Wealth Partners, LLC 3.83% Add +7.4% 219,803 $11.6M
Safeguard Financial, LLC 2.73% Add +8.7% 219,753 $11.6M
Lodestar Private Asset Management LLC 1.47% Add +0.7% 218,635 $11.5M
Gould Capital, LLC 7.57% Reduce -1.2% 217,869 $11.5M
Eagle Bay Advisors LLC 4.41% Reduce -1.9% 217,847 $11.5M
Aerodigm Wealth, LLC 7.25% Add +10.8% 217,023 $11.5M
1834 Investment Advisors Co. 1.33% Add +12.6% 215,833 $11.4M
Fca Corp. 3.47% Add +4.6% 214,193 $11.3M
Unconventional Investor, LLC 7.04% Add +10.1% 213,403 $11.3M
Oppenheimer & Co. Inc. 0.17% Add +7.4% 212,955 $11.2M
Bessemer Group Inc. 0.02% Add +0.8% 211,964 $11.2M
IFG Advisors, LLC 2.38% Add +0.2% 211,303 $11.2M
Horizons Wealth Management 8.46% Reduce -1.4% 207,013 $10.9M
Wellington Management Group LLP 0.00% Reduce -57.1% 206,941 $10.9M
Evercore Wealth Management, LLC 0.16% Reduce -1.6% 206,455 $10.9M
Snowden Capital Advisors LLC 0.33% Add +1.6% 206,036 $10.9M
Sterling Group Wealth Management, LLC 5.75% Reduce -1.3% 205,301 $10.8M
Planned Solutions, Inc. 4.35% Add +2.2% 202,381 $10.7M
Ferguson Shapiro LLC 3.97% New 201,419 $10.6M
FF Advisors,LLC 6.92% Add +3.9% 204,033 $10.6M
AE Wealth Management LLC 0.10% Add +4.3% 200,613 $10.6M
Ashton Thomas Private Wealth, LLC 0.56% Add +0.8% 200,218 $10.6M
Cape Cod Five Cents Savings Bank 0.96% Reduce -4.4% 199,278 $10.5M
Objectivity Squared, LLC 7.21% Add +0.1% 199,932 $10.4M
Amara Financial, Llc. 9.89% — 195,714 $10.3M
First Manhattan Co. Llc. 0.03% Add +6.2% 195,291 $10.3M
VCI Wealth Management LLC 4.57% New 194,522 $10.3M
Rareview Capital LLC 7.67% Add +5.1% 194,373 $10.3M
Koshinski Asset Management, Inc. 0.89% Add +9.4% 194,193 $10.3M
Nisa Investment Advisors, LLC 0.06% Add +0.2% 193,780 $10.2M
Forbes Financial Planning, Inc. 7.37% Add +3.2% 193,732 $10.2M
Forefront Analytics, LLC 4.83% Add +0.3% 193,730 $10.2M
OneDigital Investment Advisors LLC 0.12% Add +2.6% 192,111 $10.1M
Monument Group Wealth Advisors, LLC 6.08% Reduce -0.3% 191,456 $10.1M
Interactive Financial Advisors, Inc. 5.20% Add +2.0% 191,453 $10.1M
BKM Wealth Management, LLC 4.11% Reduce -0.1% 191,412 $10.1M
Rockbridge Investment Management, LCC 1.30% Reduce -0.1% 190,590 $10.1M
Integrated Capital Management, LLC 5.32% — 190,192 $10.0M
Trinity Financial Advisors LLC 4.49% Add +344.0% 206,762 $10.0M
Auour Investments LLC 3.58% Reduce -4.0% 197,490 $10.0M
WESCAP Management Group, Inc. 2.50% Add +12.5% 189,326 $10.0M
Birchbrook, Inc. 5.54% Add +2.9% 189,049 $10.0M
Global Strategic Investment Solutions, LLC 1.16% Add +0.1% 188,636 $10.0M
Marshall Financial Group Inc. 3.01% Reduce -0.8% 188,574 $10.0M
American Alpha Advisors, LLC 9.26% — 187,054 $9.9M
Camden National Bank 1.41% Reduce -0.0% 186,209 $9.8M
NewEdge Wealth, LLC 0.18% Reduce -2.8% 185,491 $9.8M
First National Bank of Omaha 0.63% Reduce -1.2% 185,429 $9.8M
HB Wealth Management, LLC 0.11% Reduce -2.8% 185,322 $9.8M
Opus Capital Group, LLC 1.22% Reduce -0.0% 184,814 $9.8M
Highview Capital Management LLC 3.96% Add +6.3% 184,636 $9.8M
Ascent Group, LLC 0.74% Reduce -5.2% 184,457 $9.7M
Integrated Advisors Network LLC 0.47% Add +1.5% 183,963 $9.7M
Strategic Financial Concepts, LLC 3.09% Reduce -97.8% 183,797 $9.7M
Quattro Financial Advisors LLC 2.73% Reduce -1.5% 186,100 $9.7M
First Citizens Bank & Trust Co. 0.21% Add +7.9% 182,546 $9.6M
Focus Financial Network, Inc. 0.39% Add +1.3% 182,016 $9.6M
Tarbox Family Office, Inc. 1.57% Reduce -0.8% 181,736 $9.6M
CBIZ Investment Advisory Services, LLC 0.50% New 181,628 $9.6M
Elevated Capital Advisors, LLC 2.53% Reduce -0.1% 180,418 $9.5M
Matrix Asset Advisors Inc. 1.06% Add +13.6% 180,407 $9.5M
RiverGlades Family Offices LLC 6.81% Add +2.4% 180,242 $9.5M
Integrated Investment Consultants, LLC 2.07% Reduce -13.0% 180,228 $9.5M
Jmac Enterprises LLC 1.52% Add +5.4% 179,817 $9.5M
Goldstone Financial Group, LLC 1.64% Add +11.8% 178,755 $9.4M
Consolidated Portfolio Review Corp 2.10% Add +3.0% 178,254 $9.4M
Prosperity Consulting Group, LLC 0.73% Reduce -8.3% 177,768 $9.4M
Tortoise Investment Management, LLC 0.98% Add +2.8% 177,403 $9.4M
Parsons Capital Management Inc. 0.59% Reduce -0.5% 177,379 $9.4M
Mackenzie Financial Corp. 0.01% Add +2.0% 177,233 $9.4M
Dynasty Wealth Management, LLC 0.28% Add +1.2% 176,574 $9.3M
Etesian Wealth Advisors, Inc. 4.21% Add +10.2% 176,000 $9.3M
Paulson Wealth Management Inc. 2.48% Add +8.7% 175,677 $9.3M
FFT Wealth Management LLC 0.70% Add +84.6% 174,555 $9.2M
Prudent Man Advisors, LLC 3.08% Reduce -1.7% 168,991 $9.2M
Lansing Street Advisors 3.38% Add +9.3% 174,034 $9.2M
CVA Family Office, LLC 1.49% Add +26.2% 173,836 $9.2M
CGN Advisors LLC 0.92% Add +5.5% 172,472 $9.1M
Investment Partners, LTD. 3.78% Add +3.5% 171,884 $9.1M
Fifth Third Securities, Inc. 0.86% Reduce -4.8% 171,817 $9.1M
Northeast Investment Management 0.41% Add +3.3% 171,643 $9.1M
Hilltop Wealth Advisors, LLC 4.21% Add +1.6% 170,774 $9.0M
Waller Financial Planning Group, Inc. 2.23% Reduce -1.6% 170,531 $9.0M
Frank, Rimerman Advisors LLC 0.64% Reduce -1.7% 170,148 $9.0M
Axxcess Wealth Management, LLC 0.22% Add +8.5% 168,485 $8.9M
First Bancorp, Inc 6.14% Reduce -1.3% 167,150 $8.8M
Stonehearth Capital Management, LLC 3.48% Add +4.0% 165,561 $8.7M
DBK Financial Counsel, LLC 8.79% Reduce -0.8% 164,783 $8.7M
Arrowstreet Capital, Limited Partnership 0.01% New 163,847 $8.7M
FSB Premier Wealth Management, Inc. 3.54% Reduce -1.7% 163,681 $8.6M
Roth Financial Partners LLC 3.45% Reduce -1.1% 163,478 $8.6M
Sunesis Advisors, LLC 5.19% Add +2.7% 162,902 $8.6M
Shotwell Rutter Baer Inc 7.06% Add +3.0% 164,711 $8.6M
Schneider Downs Wealth Management Advisors, LP 1.74% Reduce -0.6% 160,953 $8.5M
Newport Capital Group, LLC 6.26% Add +3.0% 160,835 $8.5M
Trust Co of the South 1.80% Add +12.1% 160,750 $8.5M
Trust Co. of Vermont 0.43% Add +1.7% 160,635 $8.5M
Gould Asset Management LLC 1.82% Add +1.1% 160,450 $8.5M
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 8.43% No change 160,036 $8.5M
Symmetry Partners, LLC 2.00% Reduce -83.0% 159,902 $8.4M
First Heartland Consultants, Inc. 0.91% Add +0.1% 159,631 $8.4M
Rosenberg Matthew Hamilton 2.19% Add +13.0% 158,308 $8.4M
Peninsula Wealth, LLC 1.46% Reduce -13.8% 161,833 $8.3M
Vise Technologies, Inc. 1.06% Add +0.4% 157,722 $8.3M
Kraft, Davis & Associates, LLC 2.47% Reduce -2.9% 166,455 $8.3M
Pitcairn Co. 0.49% No change 156,441 $8.3M
Cadence Bank 0.57% Add +2.6% 156,073 $8.2M
Okabena Investment Services Inc. 2.32% Add +37.4% 155,976 $8.2M
IFP Advisors, Inc 0.30% Reduce -3.8% 155,457 $8.2M
Mycio Wealth Partners, LLC 1.87% Reduce -1.0% 154,257 $8.1M
Boston Financial Mangement LLC 0.24% Reduce -5.8% 154,047 $8.1M
Von Berge Wealth Management Group, LLC 5.03% Reduce -6.1% 162,090 $8.1M
Security Financial Services, INC. 1.65% Reduce -7.0% 153,606 $8.1M
Windsor Capital Management, LLC 2.34% Reduce -2.1% 152,980 $8.1M
American Investment Services, Inc. 1.35% Reduce -3.3% 152,476 $8.1M
Obermeyer Wealth Partners 0.43% Add +2.6% 152,156 $8.0M
Zhang Financial LLC 0.51% Add +12.4% 151,744 $8.0M
Silvercrest Asset Management Group LLC 0.05% Add +0.1% 151,629 $8.0M
Stratos Investment Management, LLC 0.56% Add +4.5% 150,920 $8.0M
Roberts Wealth Advisors, LLC 2.56% Reduce -0.3% 153,028 $7.9M
Sigma Planning Corp 0.24% Reduce -0.9% 150,074 $7.9M
Mission Hills Financial Advisory, LLC 6.72% — 155,186 $7.9M
Plum Street Advisors, LLC 4.00% Add +4.0% 149,488 $7.9M
Seldon Capital LP 4.44% No change 149,017 $7.9M
Sandy Cove Advisors, LLC 3.21% Reduce -1.4% 148,916 $7.9M
MSH Capital Advisors LLC 2.40% Add +0.0% 148,385 $7.8M
Hohimer Wealth Management, LLC 1.68% Add +2.8% 147,550 $7.8M
Black Diamond Financial, LLC 1.32% Reduce -0.1% 147,188 $7.8M
AlTi Global, Inc. 0.19% Add +2.2% 146,875 $7.8M
Fonville Wealth Management LLC 2.68% Add +7.6% 146,768 $7.8M
Arete Wealth Advisors, LLC 0.66% Reduce -14.6% 146,684 $7.7M
SignalPoint Asset Management, LLC 1.80% Add +31.3% 145,167 $7.7M
MJP Associates Inc. 1.46% Add +4.5% 145,405 $7.7M
Asset Allocation Strategies LLC 2.19% Add +14.1% 145,372 $7.7M
Aspiriant, LLC 0.29% Add +2.2% 145,183 $7.7M
Creative Financial Designs Inc. 0.65% Reduce -1.9% 145,086 $7.7M
AQR Capital Management 0.01% Add +112.8% 144,871 $7.7M
New Hampshire Trust 1.63% Add +0.3% 144,460 $7.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.21% Add +7.6% 144,321 $7.6M
National Philanthropic Trust 0.14% Add +3.7% 144,102 $7.6M
Elmwood Wealth Management, Inc. 3.10% Add +6.3% 142,486 $7.5M
Becker Capital Management Inc. 0.24% Add +9.3% 142,114 $7.5M
Financial Insights, Inc. 2.42% Reduce -27.9% 140,461 $7.4M
Avidian Wealth Enterprises, LLC 0.34% Add +2.3% 140,230 $7.4M
Waldron Private Wealth LLC 0.31% Reduce -0.7% 140,215 $7.4M
Nations Financial Group Inc, /Ia/ 0.54% Add +2.6% 139,655 $7.4M
Conservest Capital Advisors, Inc. 0.75% No change 146,596 $7.4M
Ieq Capital, LLC 0.09% Add +10.0% 137,502 $7.3M
Campion Asset Management 5.33% Add +2.1% 137,365 $7.3M
Asset Planning Corporation 4.73% Reduce -57.0% 137,329 $7.3M
Topel & Distasi Wealth Management, LLC 3.00% Reduce -2.5% 137,228 $7.2M
Brighton Jones LLC 0.27% Add +4.0% 135,973 $7.2M
AlphaStar Capital Management, LLC 0.57% Add +4.3% 135,673 $7.2M
Apollon Wealth Management, LLC 0.20% Reduce -6.5% 134,024 $7.1M
Cerity Partners OCIO LLC 0.57% No change 133,940 $7.1M
Compton Wealth Advisory Group, LLC 1.77% Add +20.5% 132,957 $7.0M
Headinvest, LLC 1.30% Add +1.6% 132,865 $7.0M
Beacon Financial Strategies CORP 4.78% Add +1.3% 132,807 $7.0M
Coastline Trust Co 0.82% Reduce -15.7% 131,599 $6.9M
Opes Wealth Management LLC 1.33% Add +0.3% 131,437 $6.9M
Nuveen Asset Management, LLC 0.00% Add +23.0% 131,361 $6.9M
CX Institutional 0.31% Add +731.2% 130,602 $6.9M
Twin Focus Capital Partners, LLC 1.08% Reduce -3.6% 130,017 $6.9M
Mgo One Seven LLC 0.30% Reduce -34.6% 130,009 $6.9M
Brandywine Trust Co. 1.02% No change 129,767 $6.9M
Sequoia Financial Advisors, LLC 0.07% Add +4.3% 129,233 $6.8M
McNamara Financial Services, Inc. 1.34% Add +0.3% 129,139 $6.8M
Kitching Partners, LLC 9.14% Reduce -39.8% 128,950 $6.8M
Joule Financial, LLC 2.48% Add +2.4% 128,803 $6.8M
McNaughton Wealth Management, LLC 3.29% Add +2.7% 127,912 $6.8M
GenTrust, LLC 0.33% Add +51.3% 127,674 $6.7M
Main Street Financial Solutions, LLC 0.62% Add +4.6% 127,426 $6.7M
RS Crum Inc. 1.57% Reduce -1.9% 126,910 $6.7M
First Financial Corp. 3.19% Add +6.0% 126,393 $6.7M
Liberty Capital Management, Inc. 1.47% Add +0.8% 126,205 $6.7M
Cwm, LLC 0.03% Reduce -11.2% 125,640 $6.6M
Procyon Advisors, LLC 0.45% Add +0.1% 125,158 $6.6M
Arcus Capital Partners, LLC 2.38% Add +0.3% 124,743 $6.6M
Associated Banc-Corp 0.19% Add +2.7% 124,627 $6.6M
Rinkey Investments 2.13% Add +32.7% 124,600 $6.6M
Private Capital Management LLC 1.18% Reduce -18.3% 123,877 $6.5M
Cary Street Partners Investment Advisory LLC 0.24% Add +15.7% 142,166 $6.5M
Algorithmic Investment Models, LLC 4.80% No change 123,843 $6.5M
Aveo Capital Partners, LLC 0.69% Add +4.2% 123,389 $6.5M
Haverford Trust Co 0.06% Add +29.1% 122,978 $6.5M
Jacobi Capital Management LLC 0.49% Add +61.2% 122,870 $6.5M
Avestar Capital, LLC 0.70% Reduce -1.9% 122,369 $6.5M
Walkner Condon Financial Advisors LLC 1.32% Add +3.4% 122,164 $6.5M
Private Trust Co. NA 0.65% Reduce -6.0% 121,703 $6.4M
Roundview Capital LLC 0.47% Add +2.5% 121,662 $6.4M
Berkshire Asset Management LLC 0.33% No change 129,654 $6.4M
Lanark Financial, Inc. 0.54% Add +4.3% 121,249 $6.4M
Common Fund for Nonprofit Organizations 0.76% Add +0.2% 119,877 $6.3M
Curi Capital, LLC 0.14% Add +0.7% 119,743 $6.3M
BlueSky Wealth Advisors, LLC 0.98% Add +2.6% 119,358 $6.3M
Broadview Financial Management, LLC 4.26% Add +0.5% 119,289 $6.3M
Manchester Capital Management LLC 0.74% Reduce -9.4% 118,900 $6.3M
Sebold Capital Management, Inc. 4.14% Reduce -0.1% 118,842 $6.3M
Ancora Advisors LLC 0.14% Reduce -27.9% 118,357 $6.3M
Fairman Group, LLC 5.64% Add +0.4% 118,345 $6.2M
Steel Grove Capital Advisors, LLC 0.87% Reduce -0.9% 117,345 $6.2M
ETF Store, Inc. 6.40% Reduce -12.1% 117,693 $6.2M
Smartleaf Asset Management LLC 0.75% Reduce -2.8% 116,510 $6.2M
McAdam, LLC 0.35% Reduce -0.4% 116,726 $6.2M
PAX Financial Group, LLC 1.10% Reduce -17.6% 116,607 $6.2M
Leeward Financial Partners, LLC 2.31% Add +2.6% 116,180 $6.1M
Sound Stewardship, LLC 3.44% Add +4.4% 115,900 $6.1M
Private Portfolio Partners LLC 1.15% New 115,728 $6.1M
Stillwater Capital Advisors, LLC 0.79% Add +0.7% 115,175 $6.1M
Traction Financial Partners, LLC 4.77% Reduce -8.6% 115,165 $6.1M
Sachem Hill LLC 1.22% Reduce -0.2% 114,077 $6.0M
Corrigan Financial, Inc. 1.38% Add +1.0% 113,879 $6.0M
First PREMIER Bank 1.50% Reduce -1.6% 113,866 $6.0M
Savvy Advisors, Inc. 1.22% Reduce -9.4% 113,805 $6.0M
RHS Financial, LLC 3.02% Add +0.0% 113,550 $6.0M
Farrell Financial LLC 4.22% Add +2.1% 119,000 $6.0M
Crescent Grove Advisors, LLC 0.61% Reduce -17.0% 113,183 $6.0M
Western Wealth Management, LLC 0.34% Add +195.5% 112,749 $6.0M
Clarity Capital Advisors, LLC 4.26% Add +0.8% 112,453 $5.9M
Creekside Partners 3.06% Add +2.7% 111,966 $5.9M
Nicolet Bankshares Inc. 1.19% Reduce -1.6% 111,911 $5.9M
Northland Capital Management LLC 3.38% Add +2.2% 111,804 $5.9M
Encompass Wealth Advisors, LLC 1.49% Add +2.9% 111,762 $5.9M
CWA Asset Management Group, LLC 0.31% — 111,526 $5.9M
Prio Wealth Limited Partnership 0.17% Reduce -0.3% 110,883 $5.9M
Checchi Capital Advisers, LLC 0.44% Reduce -0.3% 110,720 $5.8M
Resolute Advisors LLC 1.20% Add +5.1% 110,720 $5.8M
Mayflower Financial Advisors, LLC 0.87% Reduce -0.2% 109,459 $5.8M
Carolinas Wealth Consulting LLC 1.04% Add +2.0% 108,905 $5.8M
Fortis Advisors, LLC 3.73% Reduce -8.4% 108,854 $5.7M
Systelligence, LLC 1.42% Reduce -3.7% 108,749 $5.7M
Maripau Wealth Management LLC 4.96% Add +28.0% 108,467 $5.7M
JT Stratford LLC 0.98% Add +9.3% 108,428 $5.7M
Bray Capital Advisors 1.40% Reduce -2.9% 108,412 $5.7M
Brandywine Oak Private Wealth LLC 0.55% Add +0.8% 107,673 $5.7M
Scarborough Advisors, LLC 0.92% New 107,639 $5.7M
Chicago Partners Investment Group LLC 0.20% Add +8.9% 111,782 $5.6M
Kingsview Wealth Management, LLC 0.12% Add +30.6% 106,709 $5.6M
Meridian Wealth Advisors, LLC 0.94% Reduce -1.9% 106,516 $5.6M
Eclectic Associates Inc. 2.21% Reduce -0.5% 106,013 $5.6M
Silver Oak Securities, Incorporated 0.59% Add +22.2% 105,641 $5.6M
Jane Street Group, LLC 0.01% Reduce -85.1% 105,879 $5.6M
Archvest Wealth Advisors, Inc. 3.53% Reduce -3.7% 105,358 $5.6M
State Street Corp. 0.00% Reduce -15.3% 104,930 $5.5M
CoreFirst Bank & Trust 3.20% Add +36.7% 104,832 $5.5M
Rakuten Investment Management, Inc. 0.03% Add +115.4% 104,461 $5.5M
Csenge Advisory Group 0.29% Add +2.4% 106,192 $5.5M
Taylor Hoffman Capital Management LLC 2.11% — 109,734 $5.5M
ICONIQ Capital, LLC 0.12% Add +0.3% 103,743 $5.5M
Marathon Strategic Advisors, LLC 5.79% Reduce -0.5% 103,711 $5.5M
DDFG, Inc 1.56% Reduce -3.9% 103,637 $5.5M
Bank of New Hampshire 1.37% Reduce -2.6% 103,389 $5.5M
Teachers Insurance & Annuity Association of America 8.22% — 101,837 $5.4M
Certified Advisory Corp 0.60% Add +1.8% 101,653 $5.4M
Cidel Asset Management Inc. 0.38% Add +278.3% 101,546 $5.4M
Fiducient Advisors LLC 0.62% Reduce -13.4% 101,534 $5.4M
LifeGuide Financial Advisors, LLC 2.28% Add +5.9% 101,328 $5.4M
Sentinel Trust Co. Lba 0.61% Reduce -2.6% 101,096 $5.3M
TPG Advisors LLC 4.14% Add +5.4% 100,268 $5.3M
Graves Light Lenhart Wealth, Inc. 0.65% Add +0.5% 100,054 $5.3M
Rehmann Capital Advisory Group 0.35% Reduce -4.0% 99,984 $5.3M
Elite Life Management LLC 17.16% Add +7.5% 99,455 $5.3M
Mitchell McLeod Pugh & Williams Inc. 1.10% Add +6.3% 99,402 $5.2M
NorthStar Asset Management LLC 3.49% Add +5.5% 99,198 $5.2M
SouthState Bank Corp 0.36% Add +4.5% 99,076 $5.2M
Diversify Advisory Services, LLC 0.28% Add +3.1% 102,533 $5.2M
Foundations Investment Advisors, LLC 0.11% Add +14.6% 97,930 $5.2M
Tradition Wealth Management, LLC 0.46% Add +1.6% 97,874 $5.2M
Smithbridge Asset Management Inc. 0.89% Reduce -5.7% 97,578 $5.2M
Fort Sheridan Advisors LLC 0.77% Add +4.2% 96,283 $5.1M
Naples Global Advisors, LLC 0.47% Add +4.4% 96,166 $5.1M
Phoenix Wealth Advisors 2.35% Add +8.5% 96,002 $5.1M
Bluestem Financial Advisors, LLC 2.36% Reduce -0.9% 95,937 $5.1M
T. Rowe Price Associates Inc. 0.00% New 95,813 $5.1M
Blue Investment Partners LLC 2.08% Add +15.0% 95,607 $5.0M
Jim Saulnier & Associates, LLC 4.93% — 95,523 $5.0M
Kentucky Farm Bureau Mutual Insurance Co 1.08% No change 95,000 $5.0M
Smithfield Trust Co 0.25% Reduce -1.4% 94,764 $5.0M
Grey Ledge Advisors, LLC 1.28% Add +3.2% 94,517 $5.0M
Stone Summit Wealth LLC 1.61% Add +11.2% 94,414 $5.0M
Fulton Breakefield Broenniman LLC 0.35% Add +5.1% 94,249 $5.0M
BSW Wealth Partners 0.75% Reduce -2.5% 94,170 $5.0M
Gradient Capital Advisors, LLC 1.64% Reduce -0.4% 94,001 $5.0M
EPIQ Capital Group, LLC 1.42% Reduce -0.7% 93,649 $4.9M
BluePointe Capital Management, LLC 3.20% Reduce -1.4% 93,626 $4.9M
Tamar Securities, LLC 0.70% Add +3.1% 93,521 $4.9M
Nottingham Advisors, Inc. 0.55% Add +14.0% 93,505 $4.9M
St Germain D J Co. Inc. 0.23% Reduce -0.3% 93,503 $4.9M
FSA Advisors, Inc. 4.90% Reduce -2.9% 93,869 $4.9M
Prime Capital Investment Advisors, LLC 0.07% Add +5.2% 92,906 $4.9M
Emprise Bank 2.83% Reduce -8.8% 92,902 $4.9M
Arq Wealth Advisors, LLC 1.85% New 93,329 $4.9M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.74% Add +365.6% 92,187 $4.9M
Baker Boyer National Bank 1.62% Reduce -11.9% 91,674 $4.8M
Deutsche Bank AG 0.00% Add +51.4% 91,656 $4.8M
Shepherd Financial Partners LLC 0.58% Add +4.1% 91,219 $4.8M
Capital Asset Advisory Services LLC 0.24% Add +12.1% 92,911 $4.8M
Sabal Trust CO 0.26% Add +8.2% 90,905 $4.8M
W.H. Cornerstone Investments Inc. 3.24% Add +24.3% 90,740 $4.8M
Centennial Bank 2.20% Add +3.1% 90,739 $4.8M
Life Planning Partners, Inc 4.27% Add +0.6% 90,624 $4.8M
Angeles Investment Advisors, LLC 0.24% Reduce -1.5% 90,407 $4.8M
Sensible Financial Planning & Management, LLC. 0.94% Add +19.9% 90,263 $4.8M
HM Payson & Co. 0.08% Reduce -7.7% 90,207 $4.8M
Cypress Wealth Services, LLC 0.98% Reduce -1.3% 89,937 $4.7M
Narus Financial Partners, LLC 1.70% Reduce -1.5% 89,865 $4.7M
Rockingstone Advisors LLC 2.33% Reduce -1.8% 89,660 $4.7M
Alley Investment Management Company, LLC 0.60% Add +0.2% 89,513 $4.7M
Dorsey & Whitney Trust CO LLC 0.25% Reduce -8.8% 89,193 $4.7M
Stewardship Advisors, LLC 1.33% Reduce -69.2% 89,178 $4.7M
Redwood Investment Management, LLC 0.42% Reduce -73.8% 88,932 $4.7M
Motley Fool Wealth Management, LLC 0.24% Reduce -11.3% 88,897 $4.7M
IHT Wealth Management, LLC 0.13% Add +5.9% 89,589 $4.7M
MidAtlantic Capital Management, Inc. 3.42% Add +1.6% 88,773 $4.7M
Nabity-Jensen Investment Management Inc 3.57% Reduce -0.2% 88,339 $4.7M
Capital Analysts, LLC 0.19% Add +7.1% 87,788 $4.6M
FC Advisory LLC 1.55% Reduce -0.7% 87,392 $4.6M
Trek Financial, LLC 0.35% Reduce -6.0% 87,318 $4.6M
Richardson Financial Services Inc. 2.93% Add +101.8% 90,138 $4.6M
Enclave Advisors LLC 0.77% — 86,204 $4.6M
Wedbush Securities Inc. 0.17% Add +0.9% 85,857 $4.5M
All Season Financial Advisors, Inc. 3.85% Reduce -1.3% 85,591 $4.5M
Condor Capital Management 0.40% Reduce -2.6% 84,849 $4.5M
Trevian Wealth Management LLC 3.65% New 84,347 $4.5M
Breed's Hill Capital LLC 3.65% Add +3.5% 84,227 $4.4M
Moors & Cabot, Inc. 0.22% Add +7.9% 84,138 $4.4M
Revolve Wealth Partners, LLC 0.68% Add +32.2% 83,832 $4.4M
Berger Financial Group, Inc 0.32% Reduce -6.3% 83,657 $4.4M
Summit Financial Strategies, Inc. 0.50% Reduce -8.8% 83,319 $4.4M
DAVENPORT & Co LLC 0.03% Add +19.3% 82,928 $4.4M
Verum Partners LLC 1.28% Reduce -13.0% 82,823 $4.4M
James J. Burns & Company, LLC 0.79% Reduce -0.2% 82,543 $4.4M
Parthenon LLC 0.52% Add +0.4% 82,011 $4.3M
Wescott Financial Advisory Group, LLC 0.46% Reduce -1.2% 81,701 $4.3M
LVW Advisors, LLC 0.55% New 81,591 $4.3M
Cutler Investment Counsel LLC 0.54% Reduce -1.3% 81,316 $4.3M
Stock Yards Bank & Trust Co. 0.14% Reduce -15.5% 81,003 $4.3M
Silver Coast Investments LLC 1.57% Reduce -2.5% 80,951 $4.3M
Bakala Capital LLC 28.41% Add +2.2% 80,853 $4.3M
Northwest Wealth Management, LLC 0.99% Add +3.8% 80,499 $4.3M
First National Corp. /Ma/ 0.94% Reduce -10.1% 80,333 $4.2M
Ironwood Financial, llc 0.89% Add +7.4% 80,139 $4.2M
Opinicus Capital, Inc. 3.34% Reduce -1.7% 78,902 $4.2M
Compass Financial Group, Inc. 1.93% Reduce -0.4% 78,796 $4.2M
Ameritas Advisory Services, LLC 0.18% Add +6.2% 78,665 $4.2M
Americana Partners, LLC 0.28% Add +0.6% 78,539 $4.1M
Columbus Macro, LLC 1.51% No change 78,498 $4.1M
Highland Capital Management, LLC 0.24% Add +16.7% 78,264 $4.1M
Great Lakes Advisors, LLC 0.03% Reduce -0.3% 78,114 $4.1M
New Republic Capital, LLC 2.37% Add +1.8% 78,039 $4.1M
Susquehanna International Group, LLP 0.01% Reduce -99.4% 76,776 $4.1M
Park National Corp. 0.14% Add +6.1% 76,380 $4.0M
Callan Family Office, LLC 0.68% Add +42.7% 76,246 $4.0M
Arrowroot Family Office, LLC 2.34% Add +0.3% 76,126 $4.0M
Wesbanco Bank Inc. 0.14% Add +4.8% 76,036 $4.0M
BOS Asset Management, LLC 1.49% Add +0.0% 75,923 $4.0M
Asset Allocation & Management Company, LLC 2.52% Reduce -37.5% 75,914 $4.0M
Weinberger Asset Management, Inc 1.70% Reduce -1.0% 75,505 $4.0M
RBF Capital, LLC 0.20% No change 75,000 $4.0M
Debussy Capital Management LP 1.15% Reduce -0.6% 74,759 $3.9M
Texas Capital Bancshares Inc 1.59% Reduce -17.3% 74,463 $3.9M
Gladstone Institutional Advisory LLC 0.19% Reduce -2.7% 74,440 $3.9M
C M Bidwell & Associates Ltd. 2.40% Reduce -0.8% 74,287 $3.9M
Laraway Financial Advisors Inc 3.13% Add +0.6% 74,244 $3.9M
Journey Strategic Wealth LLC 0.14% Add +276.2% 74,104 $3.9M
Retirement Planning Group, LLC 0.21% Add +968.2% 74,013 $3.9M
Willis Johnson & Associates, Inc. 0.30% Add +2.3% 74,003 $3.9M
Blueprint Investment Partners LLC 0.71% Reduce -3.0% 73,975 $3.9M
Barry Investment Advisors, LLC 1.19% Add +0.0% 73,811 $3.9M
Alpine Bank Wealth Management 0.62% — 73,027 $3.9M
US Financial Advisors, LLC 1.18% Add +2.4% 71,494 $3.8M
Independent Family Office, LLC 1.89% Add +5.6% 71,463 $3.8M
MorganRosel Wealth Management, LLC 1.23% Reduce -0.4% 70,741 $3.7M
Maia Wealth LLC 0.92% Add +1.6% 73,277 $3.7M
SpiderRock Advisors, LLC 0.08% Add +144.1% 70,169 $3.7M
Van Cleef Asset Management,Inc 0.41% Add +4.3% 70,098 $3.7M
Visionary Wealth Advisors 0.22% Add +13.4% 69,898 $3.7M
Essex Financial Services, Inc. 0.26% Add +3.5% 71,694 $3.7M
Baron Wealth Management LLC 1.76% Add +0.7% 69,109 $3.6M
LifePlan Investment Advisors, Inc. 2.32% Add +24.6% 68,717 $3.6M
Fidelis Capital Partners, LLC 0.43% Add +203.2% 71,862 $3.6M
Annis Gardner Whiting Capital Advisors, LLC 1.02% Add +2.2% 68,675 $3.6M
Diversified Trust Co. 0.09% Add +6.6% 68,402 $3.6M
Pine Valley Investments Ltd Liability Co 0.25% Add +131.2% 68,074 $3.6M
Steph & Co. 1.14% Add +1.0% 67,980 $3.6M
Titleist Asset Management, LLC 0.52% Add +11.4% 67,751 $3.6M
Provident Wealth Management, LLC 1.22% Reduce -3.3% 67,697 $3.6M
Greystone Financial Group, LLC 0.64% Add +0.3% 67,499 $3.6M
Financial Planning & Information Services, Inc. 0.49% Add +16.1% 67,439 $3.6M
Warwick Investment Management, Inc. 0.84% Add +5.1% 67,167 $3.5M
Gold Investment Management Ltd. 1.48% No change 66,817 $3.5M
Schnieders Capital Management LLC 0.67% New 66,416 $3.5M
Patriot Financial Group Insurance Agency, LLC 0.47% Add +0.3% 65,927 $3.5M
VERITY Wealth Advisors 2.44% Add +2.5% 65,695 $3.5M
Financial Advocates Investment Management 0.20% Reduce -3.1% 65,675 $3.5M
Conning Inc. 0.12% No change 65,275 $3.4M
Lazard Asset Management LLC 0.00% Add +15.4% 64,708 $3.4M
West Bancorporation Inc. 2.27% Reduce -4.8% 64,311 $3.4M
Golden Road Advisors LLC 2.66% Add +1.0% 64,245 $3.4M
Camelot Technology Advisors, Inc. 2.98% Reduce -1.0% 63,735 $3.4M
Barrett & Company, Inc. 1.45% Reduce -0.4% 63,167 $3.3M
Scott Capital Advisors, LLC 0.93% Add +10.1% 62,123 $3.3M
Pachira Investments Inc. 2.52% Add +2.5% 62,052 $3.3M
RiverFront Investment Group, LLC 0.08% Reduce -6.1% 61,975 $3.3M
Forum Financial Management, LP 0.05% Add +8.5% 61,841 $3.3M
Caldwell Trust Co 0.34% Reduce -2.3% 60,918 $3.2M
Marquette Associates, Inc. 2.31% Add +0.3% 60,869 $3.2M
Echo Wealth Management, LLC 2.23% Reduce -5.0% 61,698 $3.2M
Morling Financial Advisors, LLC 1.22% Reduce -2.8% 60,535 $3.2M
First National Trust Co 0.12% Reduce -1.7% 60,533 $3.2M
Collective Family Office LLC 0.86% Add +30.4% 60,241 $3.2M
PFG Advisors 0.20% Add +16.2% 59,986 $3.2M
BancFirst Trust & Investment Management 1.06% Add +0.3% 59,380 $3.1M
SYM FINANCIAL Corp 0.42% Add +371.4% 59,374 $3.1M
Maltin Wealth Management, Inc. 1.52% Add +0.1% 59,230 $3.1M
Gray Private Wealth, LLC 1.87% Add +0.1% 59,190 $3.1M
Meridian Wealth Management, LLC 0.15% New 59,105 $3.1M
TPG Financial Advisors, LLC 1.40% Reduce -1.4% 59,008 $3.1M
LMCG Investments, LLC 0.19% Reduce -0.6% 58,749 $3.1M
Birch Hill Investment Advisors LLC 0.14% Reduce -0.1% 58,362 $3.1M
ETF Portfolio Partners, Inc. 0.91% Reduce -3.0% 58,038 $3.1M
NorthRock Partners, LLC 0.10% Add +0.0% 58,032 $3.1M
JDM Financial Group LLC 1.66% Reduce -6.9% 57,947 $3.1M
TD Private Client Wealth LLC 0.09% Add +8.0% 57,790 $3.1M
Beacon Financial Group 0.33% Add +0.1% 57,557 $3.0M
Florida Trust Wealth Management Co 0.10% Add +0.2% 57,554 $3.0M
Baker Avenue Asset Management, LP 0.10% Reduce -4.7% 57,497 $3.0M
Lodestone Wealth Management LLC 1.52% Reduce -5.3% 57,423 $3.0M
Washington Trust Bank 0.29% Add +6.3% 57,354 $3.0M
Perennial Investment Advisors, LLC 0.39% Add +1.9% 57,341 $3.0M
Peoples Bank 1.55% Reduce -7.9% 57,324 $3.0M
Horizon Investment Services, LLC 1.29% Add +1.2% 57,088 $3.0M
Washington Trust Advisors, Inc. 0.26% Add +3.3% 56,929 $3.0M
Quartz Partners, LLC 1.88% — 56,784 $3.0M
LGL Partners, LLC 0.42% Reduce -12.6% 56,565 $3.0M
CJM Wealth Advisers, Ltd. 1.02% Reduce -1.8% 56,538 $3.0M
Waters Parkerson & Co., LLC 0.15% Reduce -4.7% 56,334 $3.0M
NorthLanding Financial Partners, LLC 2.93% Reduce -0.5% 56,192 $3.0M
Moser Wealth Advisors, LLC 1.52% Reduce -0.1% 55,657 $2.9M
General Partner, Inc. 1.82% No change 55,579 $2.9M
Laurel Wealth Planning LLC 1.91% Reduce -0.7% 55,414 $2.9M
Avantax Planning Partners, Inc. 0.10% Reduce -4.8% 55,198 $2.9M
Certuity, LLC 0.31% Add +4.3% 55,177 $2.9M
Turtle Creek Wealth Advisors, LLC 0.58% Reduce -1.3% 54,815 $2.9M
Hilltop Holdings Inc. 0.19% Add +163.0% 54,324 $2.9M
Wintrust Investments LLC 2.11% Reduce -90.3% 54,113 $2.9M
Evergreen Capital Management LLC 0.10% Add +0.5% 53,674 $2.8M
BTC Capital Management, Inc. 0.25% No change 53,551 $2.8M
Charter Oak Capital Management, LLC 0.26% Add +6.3% 53,545 $2.8M
Midland Wealth Advisors, LLC 0.17% Add +684.7% 53,303 $2.8M
Buck Wealth Strategies, LLC 0.88% Reduce -4.2% 53,075 $2.8M
Bangor Savings Bank 0.26% Add +3.4% 53,035 $2.8M
Grove Bank & Trust 0.41% Add +7.7% 52,723 $2.8M
LPWM LLC 0.91% Add +4.3% 53,537 $2.8M
Fifth Third Wealth Advisors LLC 0.17% Add +111.0% 52,557 $2.8M
RTD Financial Advisors, Inc. 0.35% Add +2.5% 52,533 $2.8M
SOL Capital Management CO 0.31% Reduce -1.0% 52,490 $2.8M
Cassady Schiller Wealth Management, LLC 1.01% Add +11.8% 52,439 $2.8M
Essex Bank 0.69% Add +0.8% 52,351 $2.8M
Southland Equity Partners LLC 0.67% Add +123.0% 52,186 $2.8M
Courier Capital LLC 0.19% Add +348.8% 52,088 $2.8M
Armbruster Capital Management, Inc. 0.55% Add +7.7% 52,063 $2.7M
Sightline Wealth Advisors, LLC 1.51% Reduce -0.6% 51,751 $2.7M
Carr Financial Group Corp 0.81% Reduce -18.0% 51,710 $2.7M
Falcon Wealth Planning 0.32% Reduce -3.1% 51,120 $2.7M
Watershed Private Wealth LLC 1.08% Reduce -11.7% 51,099 $2.7M
Evanson Asset Management, LLC 0.19% Add +2.7% 50,965 $2.7M
Castle Wealth Management LLC 1.07% Reduce -3.4% 50,949 $2.7M
Bartlett & Co. Wealth Management LLC 0.04% Add +0.8% 50,853 $2.7M
Rappaport Reiches Capital Management, LLC 0.71% Reduce -10.0% 50,597 $2.7M
Compass Ion Advisors, LLC 0.33% Add +73.7% 50,583 $2.7M
Community Financial Services Group, LLC 0.54% Reduce -2.3% 50,336 $2.7M
Prospera Financial Services Inc 0.07% Add +0.8% 50,112 $2.6M
Global Endowment Management, LP 0.27% No change 50,000 $2.6M
Shufro Rose & Co. LLC 0.21% No change 53,099 $2.6M
Swmg, LLC 1.08% Add +21.1% 53,329 $2.6M
Creegan & Nassoura Financial Group, LLC 1.65% No change 49,526 $2.6M
Stonebridge Financial Planning Group, LLC 1.24% Add +7.6% 49,323 $2.6M
Firestone Capital Management 0.65% Add +4.2% 49,288 $2.6M
Stonekeep Investments, LLC 2.00% Add +14.1% 49,107 $2.6M
Boston Family Office LLC 0.18% Reduce -7.5% 49,091 $2.6M
Fortitude Family Office, LLC 1.03% Add +65.0% 49,082 $2.6M
U.S. Capital Wealth Advisors, LLC 0.09% Add +19.6% 49,019 $2.6M
Thoroughbred Financial Services, LLC 0.17% Add +4.5% 48,954 $2.6M
C2C Wealth Management, LLC 2.40% Reduce -4.8% 51,342 $2.6M
Soltis Investment Advisors LLC 0.25% Add +4.2% 48,613 $2.6M
Kovack Advisors, Inc. 0.27% Add +2.8% 48,610 $2.6M
Andina Capital Management, LLC 1.95% Add +2.3% 48,592 $2.6M
Maryland Capital Advisors Inc. 1.25% Reduce -2.2% 48,563 $2.6M
Riverview Trust Co 2.25% No change 48,354 $2.6M
Appleton Partners Inc. 0.19% Reduce -9.3% 48,161 $2.5M
Evermay Wealth Management LLC 0.41% Add +0.7% 48,106 $2.5M
Eagle Bluffs Wealth Management LLC 1.36% Reduce -0.1% 47,818 $2.5M
Partners Capital Investment Group, LLP 0.04% Reduce -7.5% 47,756 $2.5M
Lindbrook Capital, LLC 0.22% Reduce -0.6% 47,559 $2.5M
Nova R Wealth, Inc. 1.24% Reduce -0.3% 47,549 $2.5M
Security Benefit Life Insurance Co. 1.28% Add +33.0% 47,500 $2.5M
Chris Bulman Inc 1.70% Add +6.3% 47,417 $2.5M
Mma Asset Management LLC 0.67% Add +96.4% 51,781 $2.5M
Archford Capital Strategies, LLC 0.38% Reduce -0.3% 47,959 $2.5M
Fulton Bank, N.A. 0.10% Reduce -0.1% 47,279 $2.5M
Parkwood LLC 0.30% No change 46,909 $2.5M
CIC Wealth, LLC 0.64% Add +6.5% 46,787 $2.5M
AMG National Trust Bank 0.07% Reduce -19.9% 46,330 $2.4M
Family Wealth Partners, LLC 1.24% Reduce -0.7% 46,064 $2.4M
Diversified Portfolios, Inc. 0.25% Add +2.5% 46,030 $2.4M
Oarsman Capital, Inc. 0.45% Add +22.1% 45,889 $2.4M
Legacy Edge Advisors, LLC 0.39% Add +12.2% 45,870 $2.4M
StoneX Group Inc. 0.18% Add +6.4% 45,843 $2.4M
Cornerstone Wealth Management, LLC 0.17% Add +3.3% 45,832 $2.4M
LongView Wealth Management 0.77% Add +5.0% 45,822 $2.4M
Highline Wealth Partners LLC 0.81% Reduce -0.6% 45,708 $2.4M
Quantinno Capital Management LP 0.03% Add +59.2% 45,586 $2.4M
Five Oceans Advisors 1.15% Reduce -11.6% 45,567 $2.4M
SageView Advisory Group, LLC 0.12% Reduce -10.5% 45,518 $2.4M
Strategic Financial Planning, Inc. 1.59% Add +0.1% 45,484 $2.4M
Guardian Capital Advisors LP 0.24% No change 45,776 $2.4M
Texas Yale Capital Corp. 0.10% No change 45,238 $2.4M
Hutchens & Kramer Investment Management Group, LLC 1.32% Reduce -13.3% 45,415 $2.4M
Global Wealth Management Investment Advisory, Inc. 0.51% Reduce -0.1% 44,808 $2.4M
Verus Capital Partners, LLC 0.23% Reduce -24.3% 44,266 $2.3M
Mission Creek Capital Partners, Inc. 0.54% Add +151.6% 44,163 $2.3M
Squire Investment Management Company, LLC 1.10% Add +10.3% 43,928 $2.3M
N.E.W. Advisory Services LLC 0.23% Add +32.3% 43,927 $2.3M
Vectors Research Management, LLC 0.70% New 43,841 $2.3M
Legacy Financial Advisors, Inc. 0.39% Reduce -0.8% 43,562 $2.3M
E&G Advisors, LLC 0.63% Add +9.0% 43,347 $2.3M
Aquire Wealth Advisors, LLC 0.72% Reduce -2.0% 43,287 $2.3M
Private Wealth Management Group, LLC 0.90% Reduce -4.1% 42,934 $2.3M
First National Advisers, LLC 0.36% Reduce -10.2% 42,850 $2.3M
One Wealth Advisors, LLC 0.34% Reduce -5.5% 42,426 $2.2M
New Century Financial Group, LLC 0.82% Add +13.9% 42,284 $2.2M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +41.8% 42,020 $2.2M
Afg Fiduciary Services Limited Partnership 1.50% Reduce -31.4% 42,697 $2.2M
M3 Advisory Group, LLC 1.62% Reduce -2.8% 41,862 $2.2M
Letson Investment Management, Inc. 0.86% Reduce -8.5% 41,452 $2.2M
United Advisor Group, LLC 0.49% Reduce -30.0% 41,416 $2.2M
Arbor Wealth Advisors LLC 1.97% Add +9.3% 41,357 $2.2M
Bleakley Financial Group, LLC 0.07% Add +4.1% 41,325 $2.2M
Inscription Capital, LLC 0.33% Reduce -2.3% 41,309 $2.2M
Lake Street Private Wealth, LLC 0.35% Add +7.4% 41,105 $2.2M
SeaCrest Wealth Management, LLC 0.23% Add +2.4% 40,905 $2.2M
Alliance Wealth Advisors, LLC 1.24% Add +1.1% 40,710 $2.1M
Asset Dedication, LLC 0.14% Reduce -1.8% 40,280 $2.1M
Custos Family Office, LLC 0.77% Reduce -17.0% 40,253 $2.1M
Harding Loevner LP 0.01% Add +63.5% 40,221 $2.1M
Flagship Harbor Advisors, LLC 0.12% Reduce -0.5% 39,863 $2.1M
Sowell Financial Services LLC 0.10% Reduce -9.1% 39,779 $2.1M
Montecito Bank & Trust 0.36% Add +5.2% 39,710 $2.1M
Hardy Reed LLC 0.19% Reduce -7.1% 39,567 $2.1M
Landmark Wealth Management, LLC 0.91% New 39,453 $2.1M
Bigelow Investment Advisors, LLC 0.93% Add +0.6% 39,318 $2.1M
Cranbrook Wealth Management, LLC 0.47% Reduce -3.4% 39,277 $2.1M
Aureus Asset Management, LLC 0.14% Reduce -0.4% 39,184 $2.1M
Kennebec Savings Bank 2.04% — 39,098 $2.1M
Guidance Capital, Inc. 0.65% Add +13.4% 39,816 $2.1M
Pine Harbor Wealth Management, LLC 1.03% Reduce -4.5% 39,024 $2.1M
Quadrant Capital Group LLC 0.14% Add +0.2% 38,986 $2.1M
Canal Capital Management, LLC 0.33% Add +0.0% 38,920 $2.1M
Jennison Associates LLC 0.00% Add +525.5% 38,779 $2.0M
Interchange Capital Partners, LLC 0.73% Reduce -1.4% 38,677 $2.0M
Running Point Capital Advisors, LLC 0.78% Reduce -6.8% 38,427 $2.0M
Waypoint Wealth Partners Inc. 0.54% Add +0.5% 38,412 $2.0M
Objective Capital Management, LLC 1.19% — 38,279 $2.0M
Burke & Herbert Bank & Trust Co. 0.47% Reduce -7.7% 38,117 $2.0M
Aua Capital Management, LLC 1.16% Reduce -2.4% 37,915 $2.0M
Wealthspan Partners, LLC 0.98% Add +21.8% 37,755 $2.0M
Venture Visionary Partners LLC 0.09% Reduce -2.2% 37,738 $2.0M
Orcam Financial Group 1.92% Reduce -3.6% 37,603 $2.0M
World Equity Group, Inc. 0.72% Reduce -9.7% 37,500 $2.0M
Security National Bank of Sioux City Iowa 1.20% Reduce -0.1% 37,368 $2.0M
Sunburst Financial Group, LLC 0.50% Reduce -1.9% 37,291 $2.0M
Allen Capital Group, LLC 0.25% Add +28.1% 37,264 $2.0M
Independent Financial Group, LLC 0.07% Add +2.5% 37,239 $2.0M
Carmichael Hill & Associates, Inc. 0.72% Add +37.4% 37,101 $2.0M
Calton & Associates, Inc. 0.75% Add +4.5% 36,961 $2.0M
Red Tortoise LLC 0.98% Reduce -0.3% 36,958 $2.0M
WBH Advisory Inc. 0.18% Add +16.6% 36,911 $1.9M
Rothschild Capital Partners, LLC 0.54% Reduce -1.4% 36,887 $1.9M
FineMark National Bank & Trust 0.07% Add +25.9% 36,630 $1.9M
West Coast Financial LLC 0.21% No change 36,602 $1.9M
William Howard & Co Financial Advisors Inc 1.64% Add +17.0% 36,439 $1.9M
Hall Laurie J Trustee 0.61% No change 36,188 $1.9M
FSM Wealth Advisors, LLC 0.51% Reduce -3.1% 36,196 $1.9M
Gotham Asset Management 0.02% Add +10.2% 36,134 $1.9M
International Assets Investment Management, LLC 0.15% Add +0.5% 35,892 $1.9M
Ironwood Investment Counsel, LLC 0.31% Reduce -1.0% 35,770 $1.9M
Parkside Financial Bank & Trust 0.26% Add +26.4% 35,493 $1.9M
Daymark Wealth Partners, LLC 0.08% Reduce -2.4% 35,427 $1.9M
Retirement Investment Advisors, Inc. 0.20% Reduce -0.7% 35,366 $1.9M
Family CFO Inc 1.05% Add +0.5% 35,330 $1.9M
Park Place Capital Corp 0.53% Add +332.2% 35,252 $1.9M
Upper Left Wealth Management, LLC 1.63% Add +18.7% 35,527 $1.9M
Bell Bank 0.22% Add +5.6% 35,236 $1.9M
Luminvest Wealth Management LLC 0.77% Add +38.1% 35,243 $1.9M
Magnus Financial Group LLC 0.19% Add +7.6% 35,179 $1.9M
Affinity Capital Advisors, LLC 0.36% Reduce -13.4% 34,929 $1.8M
Chico Wealth RIA 1.58% Reduce -2.3% 34,921 $1.8M
Covestor Ltd 1.15% Add +11.9% 34,692 $1.8M
Thrive Wealth Management, LLC 0.33% Add +12.1% 34,541 $1.8M
Colony Family Offices, LLC 0.56% Add +6.0% 34,426 $1.8M
Lynx Investment Advisory 1.30% Add +5.6% 34,307 $1.8M
Kingswood Wealth Advisors, LLC 0.13% Reduce -3.6% 34,224 $1.8M
Greenleaf Trust 0.02% Add +7.6% 34,194 $1.8M
GC Wealth Management RIA, LLC 0.31% Add +13.0% 33,800 $1.8M
Total Clarity Wealth Management, Inc. 0.57% Reduce -3.4% 33,724 $1.8M
Global Financial Private Client, LLC 0.69% Add +9.4% 33,492 $1.8M
Root Financial Partners, LLC 0.28% Add +57.2% 33,455 $1.8M
Sage Capital Advisors,llc 0.46% Reduce -0.2% 33,416 $1.8M
Thrive Capital Management, LLC 0.83% Reduce -9.4% 33,393 $1.8M
Archer Investment Corp 0.47% Add +43.8% 33,321 $1.8M
Bragg Financial Advisors, Inc 0.07% Reduce -0.6% 33,178 $1.8M
Nomura Asset Management Co. Ltd. 0.01% No change 33,000 $1.7M
Legacy Bridge, LLC 0.94% Add +1.1% 32,971 $1.7M
Clifford Swan Investment Counsel LLC 0.06% No change 32,894 $1.7M
49 Wealth Management, LLC 0.28% Reduce -38.9% 32,784 $1.7M
Eq LLC 0.86% Add +6.9% 32,353 $1.7M
Liberty Wealth Management LLC 0.29% Reduce -0.3% 32,386 $1.7M
Jefferies Financial Group Inc. 0.03% Add +0.7% 32,208 $1.7M
Wells Trecaso Financial Group, LLC 0.56% Reduce -1.4% 32,187 $1.7M
Sterling Financial Planning, Inc. 0.63% Reduce -5.3% 32,166 $1.7M
Strategies Wealth Advisors, LLC 0.23% Reduce -7.1% 32,148 $1.7M
RCS Financial Planning, LLC 0.94% Reduce -2.8% 32,023 $1.7M
IFG Advisory, LLC 0.11% Reduce -17.1% 32,016 $1.7M
Aries Wealth Management 0.46% Reduce -8.6% 31,920 $1.7M
Spire Wealth Management 0.06% Reduce -3.0% 31,632 $1.7M
Mendel Capital Management LLC 1.01% Add +18.6% 31,250 $1.7M
Joel Isaacson & Co., LLC 0.08% Add +10.8% 31,239 $1.6M
InTrack Investment Management Inc 1.17% Add +10.4% 31,190 $1.6M
GS Investments, Inc. 0.73% Add +2.6% 31,175 $1.6M
Stephens Consulting, LLC 0.42% Reduce -1.2% 31,040 $1.6M
Barclays PLC 0.00% Reduce -26.2% 30,899 $1.6M
MIdWestOne Financial Group, Inc. 0.22% Reduce -3.8% 30,840 $1.6M
One Capital Management, LLC 0.05% Add +0.9% 30,689 $1.6M
Petra Financial Advisors Inc. 1.07% Add +0.5% 30,576 $1.6M
Redwood Wealth Management Group, LLC 0.80% Reduce -2.9% 30,565 $1.6M
LS Investment Advisors, LLC 0.24% No change 30,505 $1.6M
Capital City Trust Co. 0.40% Add +4.4% 30,465 $1.6M
Flagstar Securities, Inc. 0.40% Add +0.3% 30,111 $1.6M
Neuberger Berman Group LLC 0.00% Add +27.6% 30,086 $1.6M
Obsidian Personal Planning Solutions LLC 0.83% Reduce -2.0% 31,613 $1.6M
Balanced Rock Investment Advisors LLC 1.24% Reduce -1.0% 29,956 $1.6M
Motco 0.16% Reduce -33.7% 29,926 $1.6M
Inspirion Wealth Advisors, LLC 0.22% Add +2.5% 29,837 $1.6M
9258 Wealth Management, LLC 0.23% Add +2.3% 29,817 $1.6M
Brown Brothers Harriman & Co. 0.01% Add +5.8% 29,346 $1.5M
Meridian Investment Counsel Inc. 0.47% Reduce -0.2% 29,311 $1.5M
DGS Capital Management, LLC 0.42% Add +7.7% 29,139 $1.5M
Gridiron Partners, LLC 0.93% No change 29,111 $1.5M
Delta Financial Advisors LLC 0.56% Add +0.0% 29,030 $1.5M
Crewe Advisors LLC 0.18% Reduce -0.1% 29,027 $1.5M
Accel Wealth Management 0.57% Reduce -1.9% 28,974 $1.5M
PBMares Wealth Management LLC 0.32% Reduce -2.3% 28,973 $1.5M
First National Bank & Trust Co. of Newtown 0.29% No change 28,895 $1.5M
Absolute Capital Management, LLC 0.91% Add +11.9% 28,856 $1.5M
Sageworth Trust Co of South Dakota 1.95% Add +7.1% 28,834 $1.5M
Johnson Financial Group, Inc. 0.07% Reduce -2.1% 28,716 $1.5M
Larson Financial Group LLC 0.09% Add +1.0% 28,675 $1.5M
Advus Financial Partners, LLC 0.43% Add +0.1% 28,638 $1.5M
White Lighthouse Investment Management Inc. 0.27% Add +0.5% 28,595 $1.5M
BBR Partners, LLC 0.11% Add +100.9% 28,532 $1.5M
L.M. Kohn & Company 0.38% Reduce -4.9% 28,453 $1.5M
First American Bank 0.11% Reduce -0.3% 28,442 $1.5M
Oxford Financial Group, LTD. LLC 0.10% Reduce -63.8% 28,371 $1.5M
Pure Portfolios Holdings LLC 0.57% — 28,368 $1.5M
Proathlete Wealth Management LLC 0.62% Add +36.2% 28,332 $1.5M
S&T Bank 0.39% Reduce -0.4% 28,335 $1.5M
DB Fitzpatrick & Co, Inc 1.31% Reduce -2.0% 28,250 $1.5M
Continuum Advisory, LLC 0.19% Reduce -2.0% 30,305 $1.5M
Atlantic Edge Private Wealth Management, LLC 0.45% Reduce -0.3% 28,213 $1.5M
Everstar Asset Management, LLC 1.02% — 28,168 $1.5M
Aaron Wealth Advisors LLC 0.18% No change 28,116 $1.5M
Naviter Wealth, LLC 0.21% Add +0.8% 27,981 $1.5M
First Trust Direct Indexing L.P. 0.08% Add +6.5% 27,900 $1.5M
CFO4Life Group, LLC 0.26% Add +1.1% 27,766 $1.5M
Moneco Advisors, LLC 0.18% Reduce -23.8% 27,748 $1.5M
City Holding Co. 0.20% Add +17.4% 27,742 $1.5M
L & S Advisors Inc 0.17% Add +2.3% 27,653 $1.5M
Baron Silver Stevens Financial Advisors, LLC 0.25% Add +0.3% 27,490 $1.5M
Cynosure Group, LLC 0.21% Reduce -33.7% 27,394 $1.4M
Forthright Family Wealth Advisory LLC 0.93% Reduce -5.4% 28,385 $1.4M
Financial Life Advisors 0.54% Reduce -8.3% 27,241 $1.4M
Seven Mile Advisory 0.95% Add +34.7% 27,202 $1.4M
Davidson Trust Co. 0.73% Add +38.3% 27,033 $1.4M
Forte Capital LLC 0.16% Add +2.1% 27,029 $1.4M
Tennessee Valley Asset Management Partners 0.24% Add +3.7% 27,797 $1.4M
Sagace Wealth Management LLC 1.10% Add +24.6% 27,247 $1.4M
Sweet Financial Partners, LLC 0.31% No change 26,781 $1.4M
McCarter Private Wealth Services LLC 0.89% — 26,524 $1.4M
Nikulski Financial, Inc. 0.42% Reduce -2.6% 26,520 $1.4M
Vista Investment Management 0.53% Add +4.4% 26,395 $1.4M
First Hawaiian Bank 0.04% Reduce -0.6% 26,374 $1.4M
Clear Creek Financial Management, LLC 0.16% Reduce -23.1% 26,333 $1.4M
Moloney Securities Asset Management, LLC 0.19% Reduce -3.2% 26,266 $1.4M
Gryphon Financial Partners LLC 0.19% Add +2.1% 26,243 $1.4M
Richard P Slaughter Associates Inc 0.32% Add +81.4% 26,191 $1.4M
HCR Wealth Advisors 0.18% Add +3.4% 26,092 $1.4M
Beaumont Financial Advisors, LLC 0.11% Reduce -4.4% 25,971 $1.4M
Halter Ferguson Financial Inc. 0.77% Add +2.5% 25,926 $1.4M
Cyndeo Wealth Partners, LLC 0.10% Reduce -4.3% 25,869 $1.4M
Breakwater Capital Group 0.27% Add +0.1% 25,770 $1.4M
Kavar Capital Partners Group, LLC 0.22% Add +0.5% 25,768 $1.4M
Ciovacco Capital Management LLC 0.79% Reduce -23.5% 25,669 $1.4M
Summit Global Investments 0.09% Reduce -31.1% 25,530 $1.3M
Optimist Retirement Group LLC 0.61% Reduce -0.1% 25,516 $1.3M
Everhart Financial Group, Inc. 0.30% Reduce -13.4% 25,499 $1.3M
Peak Financial Management, Inc. 0.39% Reduce -0.9% 25,336 $1.3M
Arcadia Investment Advisors LLC 0.72% Reduce -2.7% 25,335 $1.3M
Thompson Siegel & Walmsley LLC 0.02% Add +2.3% 25,288 $1.3M
Retirement Systems of Alabama 0.01% Reduce -0.9% 25,265 $1.3M
Kelly Financial Services LLC 0.49% Add +0.2% 25,261 $1.3M
Lion Street Advisors, LLC 0.46% Reduce -14.5% 25,133 $1.3M
Enterprise Bank & Trust Co 0.43% Add +0.1% 25,110 $1.3M
North Star Asset Management Inc. 0.06% Add +13.7% 24,974 $1.3M
Westmount Partners, LLC 0.40% Add +3.0% 24,974 $1.3M
Zacks Investment Management 0.01% Add +0.1% 24,938 $1.3M
Forvis Mazars Wealth Advisors, LLC 0.03% Add +0.8% 24,811 $1.3M
Sachetta, LLC 0.52% Add +0.7% 24,787 $1.3M
Sharp Wealth Advisory, LLC 1.01% Add +25.9% 24,783 $1.3M
Prosperity Planning, Inc. 0.58% Add +2.6% 24,670 $1.3M
Paragon Capital Management Ltd 0.26% Add +0.1% 24,668 $1.3M
Flower City Capital 0.76% Reduce -0.7% 24,548 $1.3M
Sax Wealth Advisors, LLC 0.12% Add +3.1% 24,528 $1.3M
Cordgrass Capital Advisors, LLC 0.37% Reduce -5.9% 24,462 $1.3M
WCG Wealth Advisors LLC 0.09% Add +26.8% 24,248 $1.3M
Stevens Capital Partners 0.61% Add +3.3% 24,251 $1.3M
Tobias Financial Advisors, Inc. 0.26% Reduce -1.4% 24,223 $1.3M
Silverlake Wealth Management LLC 0.49% Reduce -0.5% 24,185 $1.3M
PCA Investment Advisory Services Inc. 0.60% Add +2.3% 24,177 $1.3M
Wealthcare Capital Management LLC 0.13% Reduce -4.9% 24,093 $1.3M
Capital Investment Advisory Services, LLC 0.12% Reduce -0.5% 24,085 $1.3M
Chapin Davis, Inc. 0.41% Add +1.0% 24,064 $1.3M
Sugarloaf Wealth Management, LLC 0.21% Add +6.8% 23,990 $1.3M
Murphy, Middleton, Hinkle & Parker, Inc. 0.68% Reduce -2.0% 23,973 $1.3M
Wealth Advisory Solutions, LLC 0.35% Reduce -5.2% 23,960 $1.3M
Osborne Partners Capital Management, LLC 0.07% No change 23,789 $1.3M
Belpointe Asset Management LLC 0.08% Add +17.6% 23,758 $1.3M
Black Cypress Capital Management, LLC 1.13% Reduce -4.8% 23,756 $1.3M
Carl P. Sherr & Co., LLC 0.66% Add +4.3% 23,715 $1.3M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -3.4% 23,696 $1.3M
HRT Financial LP 0.01% New 23,654 $1.2M
Integrated Capital Management, Inc. 0.96% Reduce -6.4% 23,582 $1.2M
3Chopt Investment Partners, LLC 0.44% Add +0.5% 23,532 $1.2M
Crestwood Advisors Group, LLC 0.02% Add +1.5% 23,454 $1.2M
Capital Advisors, Ltd. LLC 0.15% Reduce -1.3% 23,327 $1.2M
Scotia Capital Inc. 0.01% Reduce -3.6% 23,326 $1.2M
Smith Chas P & Associates Pa Cpas 0.07% Reduce -0.1% 23,309 $1.2M
Lutz Financial Services LLC 0.10% Add +12.9% 23,211 $1.2M
Arkadios Wealth Advisors 0.07% Add +2.4% 23,186 $1.2M
Merriman Wealth Management, LLC 0.05% Add +0.0% 23,115 $1.2M
Marshall Financial Group, LLC 0.29% New 23,115 $1.2M
MBE Wealth Management, LLC 0.67% Add +19.0% 23,043 $1.2M
KCM Investment Advisors LLC 0.04% Add +0.0% 22,893 $1.2M
Pinion Investment Advisors, LLC 0.51% Reduce -14.9% 22,866 $1.2M
Advisory Research Inc. 0.21% No change 22,817 $1.2M
Bridgewater Advisors Inc. 0.13% No change 23,714 $1.2M
MA Private Wealth 0.22% Reduce -25.9% 22,760 $1.2M
Busey Bank 0.04% Reduce -15.3% 22,554 $1.2M
HUB Investment Partners, LLC 0.05% Add +2.0% 22,455 $1.2M
Braun-Bostich & Associates Inc. 0.83% Reduce -16.0% 22,434 $1.2M
Leonard Rickey Investment Advisors P.L.L.C. 0.27% Reduce -3.1% 22,415 $1.2M
Bluespring Wealth Management, LLC 0.12% Reduce -6.0% 22,297 $1.2M
Financial Strategies Group, Inc. 0.28% No change 22,539 $1.2M
Ramsay, Stattman, Vela & Price, Inc. 0.22% Reduce -3.3% 22,179 $1.2M
Bath Savings Trust Co 0.12% Reduce -3.0% 22,169 $1.2M
Ami Investment Management Inc. 0.40% Reduce -0.1% 22,125 $1.2M
Boston Research & Management Inc. 0.27% No change 21,999 $1.2M
TCV Trust & Wealth Management, Inc. 0.10% Reduce -9.1% 21,974 $1.2M
Addison Capital Co 0.47% Add +21.4% 21,920 $1.2M
Millennium Management 0.00% Reduce -54.3% 21,899 $1.2M
Kiley Juergens Wealth Management, LLC 0.30% Add +0.3% 21,835 $1.2M
Villere St Denis J & Co. LLC 0.10% No change 21,767 $1.1M
Adero Partners, LLC 0.08% Add +3.4% 21,720 $1.1M
Old North State Trust, LLC 0.93% Add +1.7% 21,719 $1.1M
Graypoint LLC 0.07% Add +0.0% 21,687 $1.1M
Elios Financial Group Inc. 0.53% — 21,560 $1.1M
Intrua Financial, LLC 0.18% Reduce -0.3% 21,555 $1.1M
Glass Jacobson Investment Advisors llc 0.38% Reduce -0.5% 21,488 $1.1M
Intelligence Driven Advisers, LLC 0.16% Add +9.2% 21,299 $1.1M
Bahl & Gaynor LLC 0.01% Add +56.6% 21,229 $1.1M
Palisade Asset Management, LLC 0.11% Add +0.6% 21,190 $1.1M
Venturi Wealth Management, LLC 0.06% Reduce -23.7% 21,182 $1.1M
Level Four Advisory Services, LLC 0.05% Add +4.1% 22,282 $1.1M
Smith Salley Wealth Management 0.07% Add +3.6% 21,000 $1.1M
Milestone Investment Advisors LLC 0.31% Add +7.1% 20,915 $1.1M
Sensible Money, LLC 0.48% No change 20,911 $1.1M
Institute for Wealth Management, LLC. 0.14% Add +0.5% 20,881 $1.1M
Sanctuary Wealth Management, L.L.C. 0.79% Reduce -9.6% 20,820 $1.1M
Schechter Investment Advisors, LLC 0.08% Reduce -68.0% 20,766 $1.1M
Inspire Trust Co, N.A. 0.30% Add +5.5% 20,760 $1.1M
Freedom Investment Management, Inc. 0.09% Add +1.6% 20,707 $1.1M
Wealthquest Corp 0.10% New 20,762 $1.1M
Insight 2811, Inc. 0.54% Add +7.7% 20,588 $1.1M
Pallas Capital Advisors LLC 0.05% Reduce -33.8% 21,434 $1.1M
Taylor & Morgan Wealth Management, LLC 0.73% Reduce -0.5% 20,473 $1.1M
Cobblestone Capital Advisors LLC 0.06% Add +5.1% 20,453 $1.1M
Biltmore Family Office, LLC 0.18% No change 20,434 $1.1M
Fee-Only Financial Planning, L.C. 0.69% No change 20,281 $1.1M
Jag Capital Management, LLC 0.13% No change 20,275 $1.1M
City State Bank 0.39% Add +20.9% 20,267 $1.1M
Roffman Miller Associates Inc. 0.07% Reduce -0.1% 20,260 $1.1M
Dakota Wealth Management 0.02% Reduce -20.8% 20,229 $1.1M
Breakwater Investment Management 0.44% Add +4.8% 20,169 $1.1M
MontVue Capital Management, Inc. 0.82% Add +2.1% 20,163 $1.1M
TruNorth Capital Management, LLC 0.32% No change 20,139 $1.1M
Beacon Bridge Wealth Partners, LLC 0.46% Add +20.3% 20,122 $1.1M
Quadrant Private Wealth Management, LLC 0.26% Reduce -13.3% 20,100 $1.1M
Signet Financial Management, LLC 0.14% Reduce -1.8% 20,098 $1.1M
Clearstead Trust, LLC 0.25% Add +6.6% 20,063 $1.1M
Conrad Siegel Investment Advisors, Inc. 0.29% Add +0.1% 20,062 $1.1M
FAS Wealth Partners, Inc. 0.08% Add +125.1% 19,947 $1.1M
Howland Capital Management LLC 0.05% Add +4.8% 19,923 $1.1M
WASHINGTON TRUST Co 0.04% No change 19,920 $1.1M
Uptick Partners, LLC 0.44% Reduce -30.5% 19,883 $1.1M
Main Management LLC 0.09% Add +1.4% 19,886 $1.1M
Probity Advisors, Inc. 0.20% Add +3.7% 19,862 $1.0M
Cohen Investment Advisors LLC 0.64% Add +5.3% 19,709 $1.0M
WP Advisors, LLC 0.38% Reduce -19.8% 19,700 $1.0M
Aspire Wealth Management Corp 0.56% Reduce -4.3% 19,692 $1.0M
Cannon Financial Strategists, Inc. 0.18% Reduce -0.0% 19,675 $1.0M
Platform Technology Partners 0.33% Add +4.8% 19,614 $1.0M
Leo Wealth, LLC 0.09% Add +10.7% 19,485 $1.0M
Keystone Financial Group 0.13% New 19,418 $1.0M
Strategic Blueprint, LLC 0.06% Reduce -16.3% 19,414 $1.0M
Defined Wealth Management, LLC 0.67% Add +1.6% 19,400 $1.0M
Olde Wealth Management, LLC 0.37% Reduce -1.6% 19,397 $1.0M
HTLF Bank 0.11% Reduce -6.8% 19,345 $1.0M
Renasant Bank 0.67% Add +173.9% 19,313 $1.0M
Federation des caisses Desjardins du Quebec 0.01% Reduce -4.2% 19,213 $1.0M
Pecaut & Co. 0.36% Reduce -2.2% 19,183 $1.0M
Dentgroup LLC 0.76% Reduce -8.4% 19,157 $1.0M
Legacy Trust 0.23% No change 19,096 $1.0M
Wealthstream Advisors, Inc. 0.18% Add +0.1% 19,015 $1.0M
Eight 31 Financial, LLC 0.78% Reduce -51.5% 18,996 $1.0M
Wealth Group, Ltd. 0.67% Add +6.3% 19,001 $1.0M
Twin City Private Wealth, LLC 0.87% Add +10.7% 18,951 $1.0M
Voya Financial Advisors, Inc. 0.11% Reduce -9.6% 18,851 $999K
Motiv8 Investments LLC 0.67% Add +2.7% 18,853 $996K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.10% Reduce -1.5% 18,791 $992K
Outlook Wealth Advisors, LLC 0.28% Reduce -13.2% 18,754 $990K
Rothschild Wealth LLC 0.29% Reduce -94.6% 4,915 $985K
Twelve Points Wealth Management LLC 0.31% Reduce -1.9% 18,616 $983K
Wrenne Financial Planning LLC 0.58% No change 18,582 $981K
Red Lighthouse Investment Management, LLC 0.38% No change 18,549 $980K
Fidelity D & D Bancorp Inc. 0.65% No change 18,434 $974K
Hibernia Wealth Partners, LLC 0.34% Add +175.6% 18,414 $972K
Blue Trust, Inc. 0.01% Add +37.8% 19,636 $970K
Canvas Wealth Advisors, LLC 0.27% Add +0.9% 18,294 $966K
Viawealth, LLC 0.56% Reduce -20.9% 18,204 $961K
Center for Financial Planning, Inc. 0.13% Reduce -0.2% 18,192 $961K
Claro Advisors Inc. 0.12% Reduce -0.5% 18,174 $960K
Waterway Wealth Management, LLC 0.41% New 18,173 $960K
Stordahl Capital Management, Inc. 0.23% Reduce -10.4% 18,301 $960K
Laurel Wealth Advisors LLC 0.15% Add +0.1% 18,019 $952K
Woodstock Corp. 0.09% Add +0.6% 17,930 $947K
Callan Capital, LLC 0.07% Reduce -0.1% 17,909 $946K
Security National Bank of So Dak 0.52% No change 17,785 $939K
Raleigh Capital Management Inc. 0.36% Add +0.3% 17,766 $938K
Accurate Wealth Management, LLC 0.19% Add +2.9% 18,209 $935K
TFB Advisors LLC 0.28% Reduce -4.3% 17,659 $933K
Hardin Capital Partners, LLC 0.53% Add +3.5% 17,989 $932K
Sterling Investment Management, LLC 0.71% Reduce -0.6% 17,616 $930K
Wilson & Boucher Capital Management, LLC 0.64% Add +63.0% 17,607 $930K
Integral Investment Advisors, Inc. 0.25% Reduce -18.8% 17,564 $928K
Resources Management Corp. /CT/ 0.13% No change 17,558 $927K
First National Bank Sioux Falls 0.42% Reduce -12.0% 17,472 $923K
Birchcreek Wealth Management, LLC 0.60% Add +1.8% 17,378 $918K
Mattern Capital Management, LLC 0.12% No change 17,350 $916K
PFG Investments, LLC 0.06% Reduce -64.3% 17,204 $909K
Warren Street Wealth Advisors, LLC 0.37% Reduce -6.3% 17,103 $903K
Fragasso Financial Advisors Inc 0.07% Reduce -2.9% 17,051 $900K
TrueWealth Advisors, LLC 0.30% Reduce -25.7% 16,969 $896K
GDS Wealth Management 0.09% Add +261.1% 16,967 $896K
Waterfront Wealth Inc. 0.22% Add +33.4% 17,580 $892K
Foster Dykema Cabot & Partners, LLC 0.07% Add +1108.7% 16,849 $890K
Viewpoint Capital Management LLC 0.50% Add +12.0% 16,744 $887K
Catalyst Financial Partners LLC 0.17% Reduce -0.6% 16,718 $883K
Aspire Capital Advisors LLC 0.26% No change 16,673 $881K
Phillips Financial Management, LLC 0.07% Reduce -6.3% 16,646 $879K
Miller Investment Management, LP 0.09% Reduce -18.1% 16,532 $873K
GAMMA Investing LLC 0.09% Add +94.6% 16,528 $873K
Elevatus Welath Management 0.28% Reduce -7.1% 16,422 $867K
Bell Investment Advisors, Inc 0.16% Reduce -0.1% 16,416 $867K
Heritage Financial Services, LLC 0.11% Reduce -3.6% 16,333 $863K
Capital Advisors Wealth Management, LLC 0.16% Reduce -0.6% 16,309 $861K
Richard W. Paul & Associates, LLC 0.31% Reduce -3.7% 16,273 $859K
Jentner Corp 0.26% No change 16,184 $855K
Pacific Financial Group Inc. 0.62% Reduce -4.0% 16,135 $852K
O'Dell Group, LLC 0.19% Add +0.0% 16,130 $852K
NorthCrest Asset Manangement, LLC 0.03% Reduce -7.3% 16,098 $850K
Allie Family Office LLC 0.46% No change 16,050 $848K
Cannell & Spears LLC 0.02% Reduce -0.8% 16,050 $848K
Mainsail Financial Group, LLC 0.50% Add +0.3% 16,148 $837K
Clear Investment Research, LLC 1.09% Add +0.3% 15,839 $837K
North Star Investment Management Corp. 0.06% Reduce -3.3% 15,761 $832K
Peterson Wealth Advisors, LLC 0.16% Reduce -1.8% 15,721 $830K
Wick Capital Partners, LLC 0.27% Reduce -71.2% 15,705 $829K
RDA Financial Network 0.26% Reduce -14.6% 15,691 $829K
Benchmark Financial Wealth Advisors, LLC 0.28% Add +1.5% 15,669 $827K
Beckerman Institutional, LLC 0.69% — 15,620 $825K
Financial Perspectives, Inc 0.28% No change 15,554 $821K
Adamsbrown Wealth Consultants LLC 0.28% Reduce -7.5% 15,541 $821K
1832 Asset Management L.P. 0.00% Add +6.9% 15,474 $817K
Brand Asset Management Group, Inc. 0.32% Add +3.5% 15,461 $816K
Foster Victor Wealth Advisors, LLC 0.07% Reduce -8.5% 15,732 $815K
Petix & Botte Co 0.22% Reduce -7.3% 15,404 $813K
Strategic Financial Services, Inc. 0.05% Add +1.2% 15,355 $811K
Diversified, LLC 0.09% Reduce -34.9% 15,311 $809K
Diversified Enterprises, LLC 0.09% — 15,311 $809K
Geometric Wealth Advisors 0.15% Reduce -1.0% 15,235 $805K
Elser Financial Planning, Inc 1.17% Add +54.2% 15,217 $804K
Francis Financial, Inc. 0.21% Add +40.8% 15,127 $799K
Innealta Capital, LLC 0.33% Reduce -3.1% 15,106 $798K
Capital Group Private Client Services, Inc. 0.01% Reduce -1.1% 15,096 $797K
Brio Consultants, LLC 0.13% Reduce -5.9% 15,055 $795K
Glassman Wealth Services 0.14% Reduce -0.8% 15,012 $793K
Heck Capital Advisors, LLC 0.09% Reduce -10.6% 15,005 $792K
Zions Bancorporation, N.A. 0.06% Add +48.3% 14,983 $791K
Monograph Wealth Advisors, LLC 0.10% Add +29.2% 14,975 $791K
WealthShield Partners, LLC 0.11% Add +30.8% 14,963 $790K
DecisionPoint Financial, LLC 0.25% Add +0.4% 14,940 $789K
Capital Investment Advisors, LLC 0.02% Reduce -0.8% 14,940 $789K
Santori & Peters, Inc. 0.31% Reduce -6.3% 14,937 $789K
Exchange Bank 0.64% Add +7.0% 14,913 $788K
Radnor Capital Management, LLC 0.12% New 14,900 $787K
S.A. Mason LLC 0.42% Add +16.9% 14,876 $786K
Destiny Wealth Partners, LLC 0.14% No change 14,849 $784K
Ledyard National Bank 0.07% Add +52.2% 14,846 $784K
Centaurus Financial, Inc. 0.05% Reduce -21.6% 14,827 $783K
Key Financial Inc 0.17% No change 14,748 $779K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.12% Reduce -4.6% 14,733 $778K
Cullen/Frost Bankers, Inc. 0.01% Add +188.7% 14,644 $773K
Everett Harris & Co. 0.01% Reduce -7.2% 14,589 $770K
Mill Creek Capital Advisors, LLC 0.02% New 14,589 $770K
Patton Fund Management, Inc. 0.16% Add +187.5% 14,523 $767K
Northstar Advisory Group, LLC 0.40% Add +0.3% 14,513 $766K
Sterling Capital Management LLC 0.01% — 14,503 $766K
Sequent Planning LLC 0.26% Add +61.5% 14,485 $765K
My Personal CFO, LLC 0.42% Add +7.0% 14,379 $759K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.29% Reduce -1.7% 15,097 $759K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -4.7% 14,964 $758K
RAM Investment Partners, LLC 0.20% Add +7.2% 14,348 $758K
Northwest Investment Counselors, LLC 0.17% Add +4.0% 14,290 $755K
Fermata Advisors, LLC 0.15% Add +71.3% 14,267 $753K
Sapient Capital LLC 0.02% Add +0.1% 14,266 $753K
Summit Wealth Partners, LLC 0.14% Add +14.6% 14,147 $747K
Capital Advantage, Inc. 0.14% New 14,144 $747K
Cedrus LLC 0.28% Add +237.1% 14,071 $743K
MTM Investment Management, LLC 0.29% Add +1.5% 14,238 $743K
Sound View Wealth Advisors Group, LLC 0.06% Add +123.6% 13,954 $737K
Ritter Daniher Financial Advisory LLC / DE 0.21% Reduce -1.1% 13,873 $733K
Pathway Financial Advisors LLC 0.19% Add +0.3% 13,841 $731K
Simplicity Wealth,LLC 0.07% Reduce -76.9% 13,823 $730K
Pinnacle Bancorp, Inc. 0.19% Add +0.4% 13,796 $729K
Round Rock Advisors LLC 0.17% Reduce -0.1% 13,791 $728K
Dohj, LLC 0.17% Reduce -4.5% 13,886 $727K
Latitude Advisors, LLC 0.41% Add +10.9% 13,747 $726K
Dearborn Partners LLC 0.03% Add +10.9% 13,647 $721K
BlackRock, Inc. 0.00% — 13,609 $719K
Investment Advisory Group, LLC 0.25% Add +33.3% 13,577 $717K
Unique Wealth, LLC 0.16% Reduce -20.3% 13,549 $716K
NBT Bank, N.A. 0.05% No change 13,494 $713K
Sage Rhino Capital LLC 0.16% Add +0.2% 13,443 $710K
Spectrum Asset Management, Inc. (NB/CA) 0.30% Reduce -0.8% 13,410 $708K
Valtinson Bruner Financial Planning LLC 0.25% Reduce -1.1% 13,345 $705K
Van Den Berg Management I, Inc. 0.20% Reduce -19.9% 13,345 $705K
Abbot Financial Management, Inc. 0.35% Reduce -2.2% 13,261 $700K
Austin Wealth Management, LLC 0.15% Reduce -0.1% 13,497 $700K
Colton Groome Financial Advisors, LLC 0.26% Reduce -3.9% 13,238 $699K
Personal Cfo Solutions, LLC 0.10% Add +3.4% 13,229 $699K
Cook Wealth, LLC 0.35% Reduce -3.3% 13,838 $698K
Northeast Financial Consultants Inc 0.03% New 13,214 $698K
Resonant Capital Advisors, LLC 0.05% Add +1.4% 13,185 $696K
Aprio Wealth Management, LLC 0.11% Add +1.1% 13,181 $696K
Rice Partnership, LLC 0.14% No change 13,150 $694K
Founders Financial Alliance, LLC 0.19% Add +2.9% 13,130 $693K
Insigneo Advisory Services, LLC 0.07% Add +10.0% 13,093 $691K
Modus Advisors, LLC 0.23% Reduce -9.1% 13,021 $688K
Hardman Johnston Global Advisors LLC 0.03% New 13,010 $687K
Cahill Wealth Management, LLC 0.35% Reduce -19.4% 12,967 $685K
Independent Wealth Network Inc. 0.30% Add +3.1% 12,963 $685K
Mills Wealth Advisors LLC 0.47% Reduce -1.3% 12,951 $684K
RKL Wealth Management LLC 0.06% Reduce -0.8% 12,924 $683K
UNIVEST FINANCIAL Corp 0.04% Add +125.7% 12,833 $678K
River Wealth Advisors LLC 0.09% Add +7.6% 12,819 $677K
Quantum Financial Advisors, LLC 0.11% New 12,810 $676K
Beam Wealth Advisors, Inc. 0.20% Add +7.2% 12,752 $673K
St. Clair Advisors, LLC 0.19% Add +0.3% 12,742 $673K
MeadowBrook Investment Advisors LLC 0.62% Add +3034.8% 12,696 $670K
Dodds Wealth, LLC 0.22% Add +10.7% 12,955 $670K
Friedenthal Financial 0.39% Add +12.7% 12,687 $670K
Optimum Investment Advisors 0.29% Add +1.7% 12,644 $668K
Confluence Wealth Services, Inc. 0.05% Add +14.5% 12,616 $666K
Family Capital Management, Inc. 0.43% Add +11.9% 12,565 $664K
WNY Asset Management, LLC 0.08% Add +3.1% 12,551 $663K
BIP Wealth, LLC 0.05% Add +27.9% 12,543 $662K
Financial Management Network Inc. 0.14% Reduce -0.6% 12,690 $662K
Vestia Personal Wealth Advisors 0.62% Add +13.2% 12,530 $662K
Next Capital Management LLC 0.27% No change 12,494 $660K
Romano Brothers and Company 0.08% No change 12,480 $659K
Migdal Insurance & Financial Holdings Ltd. 0.01% Reduce -27.7% 12,479 $659K
Smith Anglin Financial, LLC 0.06% Add +2.4% 12,467 $658K
Vigilare Wealth Management 0.27% Reduce -25.3% 12,458 $658K
HBW Advisory Services LLC 0.10% Reduce -21.7% 12,457 $658K
Fayez Sarofim & Co 0.00% No change 12,444 $657K
Arkos Global Advisors 0.10% Add +27.1% 12,424 $656K
Good Life Advisors, LLC 0.04% Add +42.9% 12,419 $656K
Skyline Advisors, Inc. 0.27% No change 12,416 $656K
Great Point Wealth Advisors, LLC 0.14% Reduce -3.7% 12,341 $652K
Saxon Interests, Inc. 0.30% Reduce -3.1% 12,330 $651K
Eagle Global Advisors LLC 0.03% Reduce -0.1% 12,322 $651K
Center For Asset Management LLC 0.38% Add +1.7% 12,171 $643K
Matisse Capital 0.31% No change 12,164 $642K
Fielder Capital Group LLC 0.21% Reduce -18.5% 12,144 $641K
Webster Bank, N. A. 0.07% No change 12,136 $641K
Jackson Creek Investment Advisors LLC 0.19% Reduce -9.1% 12,092 $639K
Advance Capital Management, Inc. 0.03% Reduce -1.9% 12,000 $634K
Sunpointe, LLC 0.52% Reduce -72.2% 11,974 $632K
Tufton Capital Management 0.12% No change 11,956 $631K
Apeiron RIA LLC 0.18% Add +15.3% 11,942 $631K
W Advisors, LLC 0.39% Add +1.1% 11,891 $628K
Strategic Financial Partners, Ltd. 0.32% Add +0.1% 11,882 $628K
Segall Bryant & Hamill, LLC 0.01% New 11,882 $627K
Colonial River Investments, LLC 0.31% Reduce -4.2% 11,746 $620K
Spinnaker Investment Group, LLC 0.15% Reduce -11.7% 11,734 $620K
Baldwin Wealth Partners LLC 0.04% Reduce -20.9% 11,727 $619K
Sunbelt Securities, Inc. 0.06% Add +0.2% 11,707 $618K
HTG Investment Advisors, Inc. 0.29% Reduce -1.1% 11,700 $618K
Legacy Capital Wealth Partners, LLC 0.12% Add +13.8% 11,635 $614K
Missouri Trust & Investment Co 0.21% Reduce -1.4% 11,601 $613K
Wimmer Associates 1, LLC 0.30% No change 11,565 $611K
Godsey & Gibb, Inc. 0.06% Add +9.9% 11,493 $607K
Blue Barn Wealth, LLC 0.31% Add +6.8% 11,446 $604K
Cozad Asset Management Inc. 0.06% Add +1.7% 11,435 $604K
West Michigan Advisors, LLC 0.18% Reduce -37.0% 11,428 $604K
Pioneer Wealth Management Group 0.29% Add +24.5% 11,427 $603K
Modern Wealth Management, LLC 0.04% Add +14.7% 11,409 $603K
Clear Harbor Asset Management, LLC 0.05% No change 11,407 $602K
Curtis Advisory Group, LLC 0.17% Reduce -3.8% 11,392 $602K
Householder Group Estate & Retirement Specialist, LLC 0.18% Add +0.5% 11,383 $601K
Burt Wealth Advisors 0.15% Add +158.9% 11,326 $598K
W1M Asset Management Ltd 0.05% Reduce -14.0% 11,285 $596K
MBA Advisors LLC 0.29% Reduce -2.0% 11,282 $596K
Shakespeare Wealth Management, LLC 0.15% Reduce -2.5% 11,226 $593K
Carrera Capital Advisors 0.14% Add +44.6% 11,118 $587K
Chatham Capital Group, Inc. 0.10% No change 11,104 $586K
Fiduciary Family Office, LLC 0.19% No change 11,100 $586K
First County Bank 0.29% Add +26.2% 11,096 $586K
Hanover Advisors Inc. 0.25% Reduce -2.8% 11,088 $586K
MAS Advisors LLC 1.25% No change 11,054 $584K
Summit Wealth & Retirement Planning, Inc. 0.19% Add +0.0% 11,042 $583K
Fort Vancouver Investment Management, LLC 0.50% Reduce -4.4% 11,007 $581K
Ellsworth Advisors, LLC 0.15% Add +9.3% 11,006 $581K
Rooted Wealth Advisors, Inc. 0.26% Reduce -8.5% 11,080 $575K
Guardian Wealth Advisors, LLC / NC 0.06% Reduce -35.1% 10,791 $570K
Benchmark Wealth Management, LLC 0.28% New 10,761 $568K
Burton Enright Welch 0.12% Reduce -0.9% 10,666 $563K
Harmony Asset Management LLC 0.21% Add +26.1% 10,596 $560K
Detalus Advisors, LLC 0.19% Add +0.5% 10,549 $557K
Lebenthal Global Advisors, LLC 0.11% Add +4.5% 10,512 $555K
Cable Hill Partners, LLC 0.05% Reduce -1.1% 10,507 $555K
Ascentis Independent Advisors 0.09% Reduce -2.3% 10,415 $550K
Kelleher Financial Advisors 0.21% No change 10,365 $547K
Fortis Capital Advisors, LLC 0.18% Add +3.1% 10,323 $545K
Clayton Financial Group LLC 0.20% Reduce -3.2% 10,226 $540K
Horan Securities, Inc. 0.21% Add +37.4% 10,160 $537K
Beacon Financial Advisory LLC 0.18% Reduce -3.4% 10,158 $536K
Valley Forge Investment Consultants Inc. Adv 0.19% Add +0.3% 10,147 $536K
Gibson Capital, LLC 0.11% Add +42.7% 10,115 $534K
Cherry Creek Investment Advisors, Inc. 0.28% Reduce -2.7% 10,103 $534K
Koss-Olinger Consulting, LLC 0.05% No change 10,075 $532K
Cary Street Partners Asset Management LLC 0.07% Reduce -1.4% 10,029 $530K
Frontier Asset Management, LLC 0.18% New 10,012 $529K
Peak Asset Management, LLC 0.10% No change 10,004 $528K
Louisbourg Investments Inc. 0.13% No change 10,000 $528K
Grandfield & Dodd, LLC 0.03% No change 9,991 $528K
Insight Advisors, LLC/ PA 0.09% Reduce -0.8% 9,988 $527K
Valued Retirements, Inc. 0.73% No change 9,979 $527K
SteelPeak Wealth, LLC 0.02% New 9,911 $523K
Heritage Wealth Advisors 0.02% Add +0.3% 9,861 $521K
Talisman Wealth Advisors LLC 0.55% Add +0.2% 9,817 $520K
Wealth Alliance, LLC 0.06% Add +17.9% 9,838 $520K
Denver PWM, LLC 0.20% Add +0.3% 9,826 $519K
Mustard Seed Financial, LLC 0.43% Reduce -0.9% 9,826 $519K
Truvestments Capital LLC 0.14% Add +111.5% 9,797 $517K
Montag A & Associates Inc. 0.02% Reduce -0.5% 9,777 $516K
NTV Asset Management LLC 0.07% No change 9,773 $516K
Talon Private Wealth, LLC 0.11% — 9,707 $513K
GTS Securities LLC 0.01% New 9,585 $506K
Independence Bank of Kentucky 0.11% No change 9,380 $495K
Diversify Wealth Management, LLC 0.05% Add +6.3% 9,797 $495K
Private Wealth Group, LLC 0.25% No change 9,356 $494K
Anchor Investment Management, LLC 0.05% Reduce -0.2% 9,289 $491K
Yoder Wealth Management, Inc. 0.29% Reduce -9.7% 9,275 $490K
Forza Wealth Management, LLC 0.22% No change 9,274 $490K
Bluesphere Advisors LLC 0.24% Add +0.3% 9,260 $489K
Heritage Investors Management Corp. 0.02% Add +31.4% 9,245 $488K
Impact Partnership Wealth, LLC 0.11% Add +18.1% 9,196 $486K
Redmond Asset Management, LLC 0.15% Add +4.9% 9,177 $485K
NWF Advisory Services Inc. 0.07% Add +14.6% 9,148 $483K
Emergent Wealth Advisors, LLC 0.36% Reduce -36.7% 9,129 $482K
Advisor Resource Council 0.22% Reduce -34.2% 9,125 $482K
Alexander Randolph Advisory, Inc. 0.43% No change 9,100 $481K
Elm Partners Management LLC 0.03% No change 9,097 $480K
Three Bridge Wealth Advisors, LLC 0.18% Add +0.1% 9,092 $480K
Kestra Investment Management, LLC 0.02% New 9,066 $479K
Icon Wealth Advisors, LLC 0.04% Add +0.2% 9,038 $477K
Intelligent Financial Strategies 0.26% Reduce -0.9% 9,002 $475K
Castleview Partners, LLC 0.27% Reduce -79.5% 8,984 $474K
LCNB Corp. 0.17% Add +34.8% 8,963 $473K
SeaBridge Investment Advisors LLC 0.12% No change 8,959 $473K
Alaethes Wealth, LLC 0.17% New 8,947 $472K
Hazlett, Burt & Watson, Inc. 0.22% Add +31.6% 8,882 $469K
Yardley Wealth Management LLC 0.28% — 8,869 $468K
Two Sigma Securities, LLC 0.04% Add +53.7% 8,858 $468K
TL Private Wealth 0.21% Add +0.3% 8,948 $464K
Vista Capital Partners, Inc. 0.05% New 8,779 $464K
Lincoln Capital LLC 0.10% Add +2.0% 8,768 $463K
Adirondack Trust Co. 0.18% No change 8,763 $463K
GEM Asset Management, LLC 0.26% Reduce -2.7% 8,908 $462K
Burney Co./ 0.02% Reduce -9.4% 8,683 $459K
Bogart Wealth, LLC 0.02% Reduce -25.3% 8,657 $457K
Financial Alternatives, Inc 0.32% No change 8,639 $456K
VeraBank, N.A. 0.13% Reduce -1.5% 8,623 $455K
Capital Management Associates, Inc 0.19% Reduce -20.2% 8,616 $455K
Orca Investment Management, LLC 0.41% No change 8,609 $455K
Sonoma Private Wealth LLC 0.71% Reduce -3.0% 8,593 $454K
Eagle Strategies LLC 0.08% Reduce -1.0% 8,574 $453K
Squarepoint Ops LLC 0.00% New 8,572 $453K
Stonebridge Capital Advisors LLC 0.04% Add +66.9% 8,566 $452K
B & T Capital Management DBA Alpha Capital Management 0.09% Reduce -0.4% 8,558 $452K
J. W. Coons Advisors, LLC 0.08% Add +0.0% 8,545 $451K
Fourpath Capital Management, LLC 0.08% No change 8,517 $450K
Guardian Asset Advisors, LLC 0.30% Add +59.0% 8,501 $449K
Alamar Capital Management, LLC 0.25% No change 8,485 $448K
Awm Capital, LLC 0.05% Add +13.3% 8,484 $448K
New England Private Wealth Advisors LLC 0.07% Reduce -0.6% 8,477 $448K
Glenview Trust Co 0.01% Reduce -4.3% 8,471 $447K
Next Level Private LLC 0.18% No change 8,426 $445K
TBH Global Asset Management, LLC 0.10% Reduce -0.9% 8,417 $445K
BWM Planning, LLC 0.20% — 8,408 $444K
Stanley-Laman Group, Ltd. 0.06% Add +2.9% 8,391 $443K
Monarch Capital Management Inc. 0.12% Reduce -5.8% 8,376 $442K
First United Bank & Trust 0.16% Reduce -1.2% 8,340 $440K
Schorn Wealth LLC 0.15% Reduce -3.6% 8,294 $438K
Client 1ST Advisory Group, LLC 0.17% No change 8,275 $437K
Fiduciary Financial Group, LLC 0.10% Reduce -0.0% 8,434 $437K
Meridian Wealth Partners, LLC 0.07% Reduce -6.6% 8,236 $435K
CWS Financial Advisors, LLC 0.15% Add +0.1% 8,235 $435K
Williamson Legacy Group, LLC 0.29% Reduce -0.9% 8,229 $435K
First Interstate Bank 0.03% Add +9.0% 8,222 $434K
Key Client Fiduciary Advisors, LLC 0.20% Add +0.8% 8,208 $433K
Balboa Wealth Partners 0.11% New 8,164 $431K
Unionview, LLC 0.34% Reduce -6.5% 8,162 $431K
GFS Advisors, LLC 0.09% Add +240.0% 8,159 $431K
Asset Management Group, Inc. 0.06% Reduce -2.1% 8,160 $431K
Keyes, Stange & Wooten Wealth Management, LLC 0.26% No change 8,139 $430K
Bison Wealth, LLC 0.07% New 8,114 $429K
Total Wealth Planning, LLC 0.07% Reduce -1.5% 8,114 $428K
First Foundation Advisors 0.02% Reduce -1.9% 8,091 $427K
Econ Financial Services Corp 0.24% Reduce -67.0% 8,041 $425K
Gerber Kawasaki Wealth & Investment Management 0.02% Reduce -8.0% 8,032 $424K
Capstone Financial Advisors, Inc. 0.03% Reduce -23.7% 8,023 $424K
Blue Zone Wealth Advisors, LLC 0.13% Add +67.5% 8,011 $423K
Wellspring Financial Advisors, LLC 0.05% Reduce -55.4% 7,990 $422K
Mayfair Advisory Group, LLC 0.27% Add +38.2% 8,062 $421K
Gries Financial LLC 0.08% Add +1.8% 7,944 $420K
Astoria Portfolio Advisors LLC. 0.14% Add +39.5% 8,061 $419K
Quotient Wealth Partners, LLC 0.01% Reduce -0.8% 7,922 $418K
Criterion Capital Advisors, LLC 0.26% No change 8,408 $416K
Lam Group, Inc. 0.29% Reduce -3.6% 7,862 $415K
Baldwin Investment Management, LLC 0.05% Add +0.0% 7,832 $414K
Ruedi Wealth Management, Inc. 0.14% Add +1.7% 7,775 $411K
RPS Advisory Solutions LLC 0.29% Reduce -25.8% 7,752 $409K
Penobscot Investment Management Company, Inc. 0.04% Add +18.0% 7,743 $409K
KFA Private Wealth Group, LLC 0.20% Reduce -1.1% 7,738 $409K
GeoWealth Management, LLC 0.01% Add +79.9% 7,687 $406K
Occidental Asset Management, LLC 0.07% Add +3.4% 7,649 $404K
Wealth Dimensions Group, Ltd. 0.10% Reduce -6.8% 7,646 $404K
Goodman Financial Corp 0.09% Add +0.3% 7,624 $403K
Holistic Financial Partners 0.19% No change 7,619 $402K
Beacon Bank & Trust 0.09% Reduce -5.6% 7,606 $402K
Carmel Capital Partners, LLC 0.15% Add +3.1% 7,600 $401K
Compass Financial Group, INC 0.08% Add +0.2% 7,589 $401K
First Merchants Corp. 0.02% Add +1.1% 7,587 $401K
Mitchell Capital Management Co. 0.07% No change 7,519 $397K
Acas, LLC 0.33% Reduce -10.3% 7,481 $395K
Cooper Financial Group 0.05% Reduce -7.0% 7,475 $395K
Watchman Group, Inc. 0.10% No change 7,472 $395K
Mine & Arao Wealth Creation & Management, LLC. 0.18% Add +0.2% 7,456 $394K
Concorde Asset Management, LLC 0.22% Reduce -14.0% 7,439 $393K
Performance Wealth Partners, LLC 0.01% Add +10.1% 7,426 $392K
Onyx Bridge Wealth Group LLC 0.06% Reduce -1.6% 7,409 $391K
TD Capital Management LLC 0.04% Add +0.3% 7,409 $391K
Clark Financial Services Group Inc. 0.35% New 7,379 $390K
Bank of Marin 0.31% Reduce -6.7% 7,375 $389K
McDaniel Terry & Co. 0.03% No change 7,372 $389K
Klingenstein Fields & Co. LP 0.02% No change 7,330 $387K
Apollon Financial, LLC 0.11% New 7,321 $387K
WMS Partners, LLC 0.02% Reduce -6.3% 7,300 $386K
Williams Jones Wealth Management, LLC. 0.00% Add +6.5% 7,212 $381K
American State Bank (Iowa) 0.23% No change 7,174 $379K
Sound Income Strategies, LLC 0.02% Add +109.4% 7,156 $378K
True North Advisors, LLC 0.10% Add +0.2% 7,144 $377K
Sharper & Granite LLC 0.17% Add +0.3% 7,140 $377K
Navalign, LLC 0.11% Reduce -7.4% 7,135 $377K
Willow Creek Wealth Management Inc. 0.04% Add +23.9% 7,077 $374K
Provenance Wealth Advisors, LLC 0.05% Reduce -1.4% 7,074 $374K
Essential Planning, LLC. 0.15% New 7,064 $373K
TCI Wealth Advisors, Inc. 0.03% Add +8.4% 7,055 $373K
Proficio Capital Partners LLC 0.04% Add +16.7% 7,000 $370K
Tillman Hartley LLC 0.11% No change 6,984 $369K
Emerald Advisors, LLC 0.05% Reduce -4.4% 7,086 $367K
Bank of Nova Scotia 0.00% No change 6,945 $367K
Atlas Brown,Inc. 0.13% Reduce -6.1% 6,935 $366K
Pin Oak Investment Advisors Inc. 0.33% Add +13.6% 6,938 $366K
McGlone Suttner Wealth Management, Inc. 0.08% Reduce -15.1% 6,909 $365K
Physician Wealth Advisors, Inc. 0.07% Reduce -9.8% 7,091 $364K
HHM Wealth Advisors, LLC 0.05% No change 6,879 $363K
FWG Investments, LLC. 0.31% Add +44.4% 6,860 $362K
Financial Partners Group, LLC 0.14% Add +2.8% 6,837 $361K
Mechanics Bank Trust Department 0.05% No change 6,834 $361K
New Wave Wealth Advisors LLC 0.17% Add +30.0% 6,829 $361K
Heritage Oak Wealth Advisors LLC 0.17% New 6,829 $361K
Boston Trust Walden Corp 0.00% Reduce -6.5% 6,807 $359K
Hill Investment Group Partners, LLC 0.05% No change 7,194 $356K
Maple Capital Management, Inc. 0.03% Reduce -30.1% 6,738 $356K
Marks Group Wealth Management, Inc 0.03% Add +0.0% 6,736 $356K
LifePro Asset Management 0.22% New 6,735 $356K
Clarity Wealth Advisors, LLC 0.10% Reduce -0.4% 6,716 $355K
CM Wealth Advisors LLC 0.11% No change 6,698 $354K
Pasadena Private Wealth, LLC 0.07% No change 6,675 $353K
SWP Financial LLC 0.21% Reduce -5.5% 6,652 $351K
Capital World Investors 0.00% New 6,610 $350K
Atlas Capital Advisors Inc. 0.05% Reduce -0.0% 6,615 $349K
Russell Investments Group, Ltd. 0.00% Add +198.3% 6,578 $347K
WFA of San Diego, LLC 0.29% Add +6.7% 6,570 $347K
Tradewinds, LLC. 0.11% Reduce -11.0% 6,541 $345K
Bright Futures Wealth Management, LLC. 0.17% Reduce -2.7% 6,832 $345K
First Business Financial Services, Inc. 0.03% No change 6,514 $344K
Alpha Financial Advisors, LLC 0.15% Reduce -6.4% 6,486 $343K
Salem Investment Counselors Inc. 0.01% Reduce -3.7% 6,480 $342K
Brown Financial Advisory 0.24% No change 6,471 $342K
Capital Advisors Inc. 0.01% Reduce -19.1% 6,442 $340K
OneAscent Wealth Management LLC 0.13% New 6,426 $339K
Transcend Capital Advisors, LLC 0.02% Reduce -16.6% 6,407 $338K
FreeGulliver LLC 0.20% Add +29.9% 6,369 $336K
Patton Albertson Miller Group, LLC 0.05% No change 6,340 $335K
Palo Alto Wealth Advisors, LLC 0.14% Add +19.5% 6,519 $334K
Destination Wealth Management 0.01% New 6,310 $333K
Market Street Wealth Management Advisors LLC 0.05% Add +10.0% 6,293 $332K
WR Wealth Planners, LLC 0.09% Reduce -9.6% 6,273 $331K
Moody LYNN Lieberson & Walker, LLC 0.02% Add +13.9% 6,266 $331K
STAR Financial Bank 0.22% New 6,263 $331K
Harvest Investment Services, LLC 0.10% Add +7.3% 6,215 $328K
Apexium Financial, LP 0.02% Reduce -45.0% 6,213 $328K
Capital Research Global Investors 0.00% New 6,175 $327K
Investors Research Corp 0.07% Reduce -12.6% 6,165 $326K
Bank Ozk 0.13% Add +2.4% 6,142 $324K
S&co Inc. 0.02% Reduce -29.1% 6,150 $324K
Atwater Malick LLC 0.10% No change 6,121 $323K
O'Connor Financial Group LLC 0.17% Add +3.8% 6,108 $323K
Spinnaker Trust 0.02% Add +4.1% 6,105 $322K
Westover Capital Advisors, LLC 0.06% Add +4.9% 6,103 $322K
Colonial Trust Co / SC 0.05% Reduce -63.5% 6,094 $322K
Money Concepts Capital Corp. 0.02% Add +2.3% 6,094 $322K
Seeds Investor LLC 0.12% Add +11.2% 6,080 $321K
Invenio Wealth Partners LLC 0.14% New 6,072 $321K
Source Financial Advisors LLC 0.09% Add +0.1% 6,052 $320K
Evernest Financial Advisors, LLC 0.09% Reduce -2.9% 6,023 $318K
Bfsg, LLC 0.04% Reduce -0.4% 6,005 $317K
Silver Oak Advisory Group, Inc. 0.16% Add +5.1% 5,999 $316K
Austin Asset Management Co Inc 0.06% No change 5,979 $316K
Morton Capital Management LLC 0.06% Reduce -31.7% 5,978 $316K
Tull Financial Group, Inc. 0.19% — 5,960 $315K
LaSalle St. Investment Advisors, LLC 0.12% New 5,976 $315K
Advisory Alpha, LLC 0.01% Add +21.8% 5,964 $315K
Kowal Investment Group, LLC 0.06% Reduce -9.2% 5,959 $315K
My Legacy Advisors, LLC 0.12% Reduce -34.7% 5,959 $315K
Clarus Group, Inc. 0.13% Reduce -0.5% 5,956 $315K
Lifeworks Advisors, LLC 0.06% New 5,955 $314K
Cardinal Point Capital Management ULC 0.05% Reduce -27.0% 5,954 $314K
Sit Investment Associates Inc. 0.01% No change 5,955 $314K
Melfa Wealth Management, Inc. 0.21% Add +0.2% 5,910 $312K
WoodTrust Financial Corp 0.04% New 5,904 $312K
ARK & TLK Investments, LLC 0.11% No change 5,904 $312K
Frisch Financial Group, Inc. 0.09% Add +35.3% 5,891 $311K
SlateStone Wealth, LLC 0.03% Reduce -2.6% 5,888 $311K
Guidance Point Advisors, LLC 0.09% Add +5.0% 5,876 $310K
Selective Wealth Management, Inc. 0.13% No change 5,974 $309K
Horan Capital Advisors, LLC. 0.10% No change 5,859 $309K
Gibbs Wealth Management 0.10% Add +19.1% 5,855 $309K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 5,816 $307K
Princeton Global Asset Management LLC 0.06% Add +54.1% 5,799 $306K
Wealth Group Ltd 0.09% No change 5,784 $305K
McIlrath & Eck, LLC 0.04% Add +0.0% 5,745 $303K
Providence Capital Advisors, LLC 0.06% Reduce -2.1% 5,743 $303K
MKT Advisors LLC 0.14% Add +0.0% 5,786 $303K
Mainsail Asset Management, LLC 0.22% Add +6.4% 5,718 $302K
KKM Financial LLC 0.15% No change 5,713 $302K
Prosperity Wealth Management, Inc. 0.12% New 5,711 $302K
Aristotle Capital Management, LLC 0.00% Reduce -55.0% 5,709 $302K
Athena Investment Management 0.17% No change 5,700 $301K
First Financial Bank - Trust Division 0.03% Add +20.5% 5,688 $300K
Hemenway Trust Co LLC 0.02% Reduce -23.3% 5,685 $300K
Cypress Capital Group 0.03% New 5,641 $298K
Jaffetilchin Investment Partners, LLC 0.02% New 5,555 $293K
FLC Capital Advisors 0.07% No change 5,555 $293K
True Wealth Design, LLC 0.11% Reduce -81.8% 5,542 $293K
Able Wealth Management LLC 0.22% Reduce -4.4% 5,537 $292K
Vickerman Investment Advisors, Inc. 0.09% No change 5,513 $291K
Slagle Financial, LLC 0.13% Reduce -4.4% 5,511 $291K
Chilton Investment Co. Inc. 0.01% No change 5,483 $290K
Councilor Wealth, LLC 0.14% New 5,477 $289K
Ti-Trust, Inc. 0.21% Add +7.9% 5,476 $289K
Ethos Financial Group, LLC 0.05% New 5,466 $289K
Schmidt P J Investment Management Inc. 0.05% Reduce -25.9% 5,466 $289K
Alpha Omega Wealth Management LLC 0.05% No change 5,458 $288K
Fortis Capital Management LLC 0.06% Reduce -2.6% 5,455 $288K
Formidable Asset Management, LLC 0.05% Reduce -86.6% 5,451 $288K
Lunt Capital Management, Inc. 0.13% New 5,447 $288K
Lakeridge Wealth Management LLC 0.16% Reduce -27.9% 5,413 $286K
Alpha Cubed Investments, LLC 0.01% New 5,395 $285K
Fsa Wealth Partners, Inc. 0.07% Add +1.8% 5,381 $284K
Garden State Investment Advisory Services LLC 0.09% Reduce -4.1% 5,373 $284K
Fortitude Advisory Group L.L.C. 0.18% Add +5.9% 5,356 $283K
Greenwood Capital Associates LLC 0.04% No change 5,354 $283K
Harbor Group, Inc. 0.07% Reduce -1.9% 5,351 $283K
Sterling Investment Advisors LLC 0.16% Add +0.3% 5,341 $282K
Retirement Income Solutions, Inc. 0.06% No change 5,329 $281K
GW&K Investment Management, LLC 0.00% No change 5,317 $281K
OMNI 360 Wealth, Inc. 0.19% No change 5,312 $281K
Redhawk Wealth Advisors, Inc. 0.04% Add +0.1% 5,307 $280K
Shore Point Advisors, LLC 0.15% Add +0.7% 5,299 $280K
AA Financial Advisors, LLC 0.08% Reduce -0.3% 5,298 $280K
Atlantic Private Wealth, LLC 0.21% No change 5,289 $279K
WMG Financial Advisors, LLC 0.13% Add +0.1% 5,277 $279K
jvl associates llc 0.11% No change 5,275 $279K
ORBA Wealth Advisors, L.L.C. 0.14% No change 5,254 $277K
Capital Planning LLC 0.08% No change 5,239 $277K
Aft, Forsyth & Company, Inc. 0.14% No change 5,200 $275K
Sterling Investment Advisors, Ltd. 0.07% New 5,192 $274K
Caldwell Sutter Capital, Inc. 0.13% Add +4.5% 5,191 $274K
Disciplined Investments, LLC 0.13% Reduce -3.2% 5,156 $272K
Henrickson Nauta Wealth Advisors, Inc. 0.11% Reduce -55.0% 5,115 $270K
High Note Wealth, LLC 0.08% Reduce -7.5% 5,088 $269K
Cedar Point Capital Partners, LLC 0.18% Add +7.5% 5,085 $269K
Chemistry Wealth Management LLC 0.06% Add +6.2% 5,085 $269K
Cape Investment Advisory, Inc. 0.11% Add +21.7% 5,078 $268K
Collaborative Wealth Managment Inc. 0.12% Reduce -10.2% 5,038 $266K
Hubbell Strickland Wealth Management, LLC 0.12% Add +8.8% 5,005 $264K
Excalibur Management Corp. 0.10% No change 4,998 $264K
SIMA Wealth Partners, LLC 0.23% Reduce -1.9% 4,992 $264K
Independent Advisor Alliance 0.01% Reduce -98.1% 4,969 $262K
Caitlin John, LLC 0.17% Reduce -22.6% 5,270 $259K
Front Row Advisors LLC 0.09% Reduce -37.6% 4,867 $257K
Virtue Capital Management, LLC 0.05% Reduce -1.4% 4,856 $256K
Fingerlakes Wealth Management, Inc. 0.21% Reduce -11.8% 4,856 $256K
Cascade Investment Group, Inc. 0.19% No change 4,848 $256K
Tucker Asset Management LLC 0.06% Add +6.5% 4,843 $256K
Satovsky Asset Management LLC 0.06% Add +3.5% 4,841 $256K
Paragon Private Wealth Management, LLC 0.13% Reduce -26.2% 4,834 $255K
Carnegie Investment Counsel 0.01% Reduce -20.1% 4,833 $255K
Harbour Investment Management LLC 0.11% No change 4,829 $255K
Nvest Financial, LLC 0.14% Reduce -3.3% 4,799 $253K
WealthCollab, LLC 0.17% Add +7.2% 4,791 $253K
LexAurum Advisors, LLC 0.06% No change 4,787 $253K
Verdence Capital Advisors LLC 0.02% New 4,772 $252K
Northwest Quadrant Wealth Management, LLC 0.06% Add +0.3% 4,766 $252K
Sonora Investment Management Group, LLC 0.02% New 4,764 $252K
Spirepoint Private Client, LLC 0.03% Reduce -0.9% 4,753 $251K
Ameraudi Asset Management, Inc. 0.11% No change 4,743 $250K
Thompson Davis & Co., Inc. 0.18% New 4,730 $250K
ABLE Financial Group, LLC 0.08% Reduce -0.9% 4,725 $250K
Calamos Wealth Management LLC 0.01% New 4,720 $249K
Hoxton Planning & Management, LLC 0.10% New 4,716 $249K
Lockerman Financial Group, Inc. 0.42% Reduce -1.2% 4,710 $249K
Invst, LLC 0.03% Reduce -48.5% 4,697 $248K
Focused Wealth Management, Inc 0.03% New 427 $246K
Zullo Investment Group, Inc. 0.10% Reduce -1.3% 4,646 $245K
Kingdom Financial Group LLC. 0.18% Reduce -5.3% 4,645 $245K
PCG Wealth Advisors, LLC 0.09% No change 4,638 $245K
Mason Investment Advisory Services, Inc. 0.01% Add +0.3% 4,635 $245K
National Wealth Management Group, LLC 0.17% No change 4,626 $244K
Alta Wealth Advisors LLC 0.11% New 4,612 $244K
Treynor Bancshares, Inc. 0.25% Reduce -46.5% 4,588 $242K
Investmark Advisory Group LLC 0.12% Add +0.1% 4,572 $241K
Copperwynd Financial, LLC 0.07% Add +0.3% 4,568 $241K
Barnes Pettey Financial Advisors, LLC 0.19% Add +3.3% 4,530 $239K
Rovin Capital /Ut/ 0.09% Reduce -0.3% 4,525 $239K
Chicago Capital, LLC 0.01% New 4,507 $238K
Reynders McVeigh Capital Management, LLC 0.01% Reduce -0.2% 4,508 $238K
Wallace Capital Management Inc. 0.03% No change 4,500 $238K
Signify Wealth 0.29% Reduce -15.8% 4,494 $237K
Brown Miller Wealth Management, LLC 0.09% No change 4,484 $237K
SkyOak Wealth, LLC 0.05% No change 4,482 $237K
Foster & Motley Inc. 0.01% Reduce -19.2% 4,475 $236K
Members Trust Co 0.01% No change 4,457 $235K
Balefire, LLC 0.08% Add +9.1% 4,445 $235K
Greenup Street Wealth Management LLC 0.05% Add +0.6% 4,444 $235K
Avaii Wealth Management, LLC 0.12% Reduce -48.5% 4,419 $233K
Cornerstone Advisory, LLC 0.03% No change 4,418 $233K
Twin Peaks Wealth Advisors, LLC 0.11% Reduce -70.0% 4,417 $233K
Mraz, Amerine & Associates, Inc. 0.04% No change 4,411 $233K
Fortis Group Advisors, LLC 0.04% Add +3.2% 4,405 $233K
Hexagon Capital Partners LLC 0.05% Reduce -0.4% 4,404 $233K
WealthTrust Axiom LLC 0.07% No change 4,399 $232K
Exchange Capital Management, Inc. 0.04% Reduce -47.9% 4,356 $230K
Truefg, LLC 0.08% No change 4,356 $230K
Kingfisher Capital LLC 0.05% New 4,356 $230K
Cadence Wealth Management LLC 0.19% Reduce -2.3% 4,340 $229K
ACT Advisors, LLC. 0.11% New 4,330 $229K
Werba Rubin Papier Wealth Management 0.05% New 4,299 $227K
Watts Gwilliam & Co., LLC 0.05% — 4,382 $227K
Trust Point Inc. 0.02% No change 4,294 $227K
Claret Asset Management Corp 0.04% No change 4,256 $225K
Catalyst Private Wealth, LLC 0.11% Add +3.1% 4,224 $223K
USAdvisors Wealth Management, LLC 0.08% Add +0.1% 4,210 $223K
Ullmann Wealth Partners Group, LLC 0.03% New 4,213 $222K
One Charles Private Wealth Services, LLC 0.08% No change 4,209 $222K
DF Dent & Co. Inc. 0.00% No change 4,202 $222K
Sheets Smith Wealth Management 0.03% Reduce -32.9% 4,173 $220K
Pettyjohn, Wood & White, Inc. 0.04% No change 4,156 $219K
Bernardo Wealth Planning LLC 0.05% Add +0.7% 4,232 $218K
Greenwich Wealth Management LLC 0.01% No change 4,131 $218K
Fiduciary Alliance LLC 0.03% Reduce -9.5% 4,104 $217K
Argent Advisors, Inc. 0.08% No change 4,102 $217K
Embree Financial Group 0.04% Add +0.1% 4,090 $216K
Great Waters Wealth Management 0.03% No change 4,083 $216K
XML Financial, LLC 0.02% Reduce -13.7% 4,072 $215K
Moisand Fitzgerald Tamayo, LLC 0.03% Add +9.9% 4,064 $215K
Whalen Wealth Management Inc. 0.15% New 4,057 $214K
Eastover Investment Advisors LLC 0.10% New 4,032 $213K
Amplius Wealth Advisors, LLC 0.02% New 4,028 $213K
Aspen Wealth Strategies, LLC 0.14% New 4,027 $213K
Greenfield Savings Bank 0.10% New 4,027 $213K
JB Capital LLC 0.01% New 4,026 $213K
Capstone Wealth Management Group, LLC 0.13% New 4,024 $213K
Canandaigua National Trust Co of Florida 0.18% — 4,020 $212K
Black Swift Group, LLC 0.05% New 4,017 $212K
AIFG Consultants Ltd. 0.16% Reduce -7.0% 4,011 $212K
Hedges Asset Management LLC 0.14% New 4,000 $211K
Rock Point Advisors, LLC 0.06% New 4,000 $211K
Community Bank & Trust, Waco, Texas 0.05% New 4,000 $211K
Seelaus Asset Management LLC 0.20% Reduce -1.5% 3,995 $211K
Pavion Blue Capital, LLC 0.10% New 3,995 $211K
Legacy Wealth Asset Management, LLC 0.06% Reduce -12.0% 3,994 $211K
Donaldson Capital Management, LLC 0.01% New 3,994 $211K
TAP Consulting, LLC 0.04% New 3,989 $211K
Madrona Financial Services, LLC 0.06% Reduce -11.3% 3,985 $210K
Oak Family Advisors, LLC 0.08% New 3,958 $209K
TNF LLC 0.08% Reduce -0.0% 4,114 $208K
Empirical Asset Management, LLC 0.07% Reduce -0.1% 148,418 $208K
Divergent Wealth Advisors 0.04% New 3,942 $208K
Pillar Wealth Advisors, LLC 6.19% Reduce -95.0% 3,925 $207K
SC&H Financial Advisors, Inc. 0.05% New 3,918 $207K
Alkeme Wealth, LLC 0.09% New 3,909 $206K
BetterWealth, LLC 0.06% New 3,905 $206K
Jeppson Wealth Management, LLC 0.07% New 3,890 $205K
Coppell Advisory Solutions LLC 0.03% Reduce -42.2% 3,854 $204K
Marotta Asset Management 0.04% Reduce -54.0% 3,865 $204K
Baltimore-Washington Financial Advisors, Inc. 0.01% Reduce -43.8% 3,862 $204K
StrongBox Wealth, LLC 0.09% New 3,861 $204K
Bill Few Associates, Inc. 0.07% Reduce -20.6% 3,860 $204K
Blue Bell Private Wealth Management, LLC 0.04% Reduce -13.5% 3,857 $204K
Cambiar Investors LLC 0.01% Reduce -48.9% 3,854 $204K
Elk River Wealth Management LLC 0.04% New 3,853 $203K
Koesten, Hirschmann & Crabtree, INC. 0.12% Reduce -40.7% 3,852 $203K
First Nebraska Trust Co 0.02% New 3,849 $203K
Fortem Financial Group, LLC 0.08% Reduce -5.5% 3,835 $203K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.05% Reduce -27.4% 3,830 $202K
Circle Wealth Management, LLC 0.00% New 3,823 $202K
Main Line Retirement Advisors, LLC 0.14% New 3,814 $201K
CapWealth Advisors, LLC 0.02% New 3,795 $200K
Bedel Financial Consulting, Inc. 0.03% New 3,794 $200K
Obsidian Cio, LLC 0.04% New 3,793 $200K
Global Wealth Strategies & Associates 0.07% Add +4.1% 3,780 $200K
Duncker Streett & Co. Inc. 0.04% No change 3,739 $197K
Concord Wealth Partners 0.03% Add +6.9% 3,688 $195K
Brown, Lisle/Cummings, Inc. 0.06% No change 3,642 $192K
Voisard Asset Management Group, Inc. 0.08% Add +94.9% 3,610 $191K
Albion Financial Group 0.01% Add +144.6% 3,561 $188K
TCTC Holdings, LLC 0.01% No change 3,560 $188K
Gables Capital Management Inc. 0.09% No change 3,509 $185K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% Add +0.3% 3,492 $184K
DHJJ Financial Advisors, Ltd. 0.07% Add +0.0% 3,453 $182K
Hobbs Group Advisors, LLC 0.06% Add +21.3% 3,430 $181K
Glen Eagle Advisors, LLC 0.03% Add +5.8% 3,415 $180K
Peterson Wealth Services 0.06% New 3,386 $179K
Old Second National Bank of Aurora 0.04% Reduce -2.4% 3,381 $179K
Evensky & Katz LLC 0.01% Reduce -59.7% 3,374 $178K
American National Bank & Trust 0.02% Reduce -3.5% 3,324 $176K
Ransom Advisory, Ltd 0.08% No change 3,273 $173K
BNP Paribas Financial Markets 0.00% Add +44.0% 3,255 $172K
Rowlandmiller & Partners.adv 0.03% No change 3,214 $170K
Hollencrest Capital Management 0.01% Reduce -74.0% 3,211 $170K
Rothschild Investment LLC 0.01% Add +18.6% 3,184 $168K
Signature Resources Capital Management, LLC 0.15% Add +0.2% 3,168 $167K
Union Savings Bank 0.08% No change 3,154 $167K
Logan Capital Management Inc. 0.01% Reduce -35.9% 3,116 $165K
Central Pacific Bank - Trust Division 0.02% No change 3,026 $160K
Beacon Capital Management, LLC 0.02% Add +16.3% 3,018 $159K
GoalVest Advisory LLC 0.04% Reduce -22.2% 2,926 $155K
Ascentis Wealth Management, LLC 0.06% — 2,925 $154K
Jamison Private Wealth Management, Inc. 0.02% Add +7.0% 2,891 $153K
Indiana Trust & Investment Management Co 0.05% Reduce -5.0% 2,890 $153K
Tsfg, LLC 0.03% Add +111.5% 2,792 $147K
GPS Wealth Strategies Group, LLC 0.02% Add +9.4% 2,683 $142K
Colonial Trust Advisors 0.01% No change 2,637 $139K
Pacifica Partners Inc. 0.06% Reduce -16.9% 2,628 $139K
IAG Wealth Partners, LLC 0.03% Reduce -24.2% 2,598 $137K
Coston, McIsaac & Partners 0.04% Add +38.6% 2,573 $135K
Harbor Investment Advisory, LLC 0.01% Reduce -3.6% 2,522 $133K
Ironwood Wealth Management, LLC. 0.04% No change 2,482 $131K
EnRich Financial Partners LLC 0.04% Add +200.4% 2,403 $127K
Claris Advisors, LLC / Mo / 0.05% New 2,233 $118K
Future Financial Wealth Managment LLC 0.08% New 2,220 $117K
TFC Financial Management, Inc. 0.02% Add +6.2% 2,123 $112K
Wiser Advisor Group LLC 0.16% Add +0.1% 2,014 $106K
Nordwand Advisors, LLC 0.03% Reduce -48.7% 2,005 $106K
SJS Investment Consulting Inc. 0.02% No change 1,980 $105K
First Personal Financial Services 0.02% Add +3483.6% 1,971 $104K
Elevation Wealth Partners, LLC 0.04% Reduce -3.9% 1,940 $102K
Robinswood Financial LLC 0.04% No change 1,931 $102K
Field & Main Bank 0.04% No change 1,913 $101K
Hemington Wealth Management 0.03% New 1,990 $99K
DiNuzzo Private Wealth, Inc. 0.01% No change 1,873 $99K
HBC Financial Services, PLLC 0.06% Add +1.0% 1,902 $95K
Tidemark, LLC 0.04% Add +43.6% 1,783 $94K
Painted Porch Advisors LLC 0.05% Add +32.4% 1,779 $94K
MCF Advisors LLC 0.01% Reduce -42.8% 1,759 $93K
Olistico Wealth, LLC 0.06% Add +13.9% 1,708 $90K
Consultiva Wealth Management, Corp. 0.71% No change 1,684 $89K
Marquette Asset Management, LLC 0.01% Add +9.5% 1,669 $88K
Paladin Advisory Group, LLC 0.06% Add +165.6% 1,519 $80K
Advantage Trust Co 0.05% No change 1,465 $77K
Peterson Financial Group, Inc. 0.30% New 1,463 $77K
Bruce G. Allen Investments, LLC 0.06% Reduce -5.0% 1,460 $77K
Canton Hathaway, LLC 0.02% No change 1,460 $77K
Jackson, Grant Investment Advisers, Inc. 0.03% Add +0.3% 1,418 $75K
American Capital Advisory, LLC 0.04% Add +3245.2% 1,405 $74K
VitalStone Financial, LLC 0.05% Reduce -79.3% 1,400 $74K
Clear Point Advisors Inc. 0.06% Add +0.3% 1,368 $72K
ESL Trust Services, LLC 0.02% No change 1,284 $68K
Wolff Wiese Magana LLC 0.05% Add +16.0% 1,278 $67K
Ramirez Asset Management, Inc. 0.01% No change 1,255 $66K
Macroview Investment Management LLC 0.06% Add +288.3% 1,231 $65K
Dakota Community Bank & Trust NA 0.32% Reduce -3.2% 1,214 $64K
Richardson Capital Management LLC 0.04% Reduce -0.4% 1,179 $62K
Bollard Group LLC 0.00% Add +0.3% 1,182 $62K
Urban Financial Advisory Corp 0.03% New 1,141 $60K
Pacific Center for Financial Services 0.02% No change 1,106 $58K
Nemes Rush Group LLC 0.01% Add +566.5% 1,133 $57K
Earned Wealth Advisors, LLC 0.02% Reduce -86.5% 1,050 $55K
Financial Freedom, LLC 0.03% No change 1,015 $54K
POM Investment Strategies, LLC 0.04% No change 982 $52K
Strengthening Families & Communities, LLC 0.01% Add +7708.3% 937 $49K
Silicon Valley Capital Partners 0.01% Reduce -34.5% 900 $48K
West Paces Advisors Inc. 0.01% No change 882 $47K
Northwest Financial Advisors 0.04% New 876 $46K
Addison Advisors LLC 0.01% No change 876 $46K
FSC Wealth Advisors, LLC 0.03% No change 873 $46K
Rise Advisors, LLC 0.02% Add +0.2% 869 $46K
Main Street Group, LTD 0.02% Reduce -34.8% 850 $45K
West Branch Capital LLC 0.02% Add +328.2% 835 $44K
Piscataqua Savings Bank 0.03% No change 769 $41K
Fairscale Capital, LLC 0.03% No change 747 $39K
First Pacific Financial 0.01% Add +242.8% 737 $39K
LRI Investments, LLC 0.00% No change 787 $39K
Your Advocates Ltd., LLP 0.01% Reduce -13.9% 670 $35K
Spectrum Wealth Counsel, LLC 0.00% No change 669 $35K
HighMark Wealth Management LLC 0.02% Add +0.3% 669 $35K
Toth Financial Advisory Corp. 0.00% No change 662 $35K
FinTrust Capital Advisors, LLC 0.01% No change 659 $35K
Lummis Asset Management, LP 0.04% New 646 $34K
Blume Capital Management, Inc. 0.01% New 641 $34K
LGT Financial Advisors LLC 0.08% Add +0.3% 613 $32K
Evergreen Private Wealth LLC 0.01% No change 610 $32K
Kathleen S. Wright Associates Inc. 0.01% Reduce -23.2% 605 $32K
Versant Capital Management, Inc 0.01% No change 600 $32K
Community Bank, N.A. 0.00% Reduce -3.3% 580 $31K
Citadel Advisors 0.00% Reduce -95.0% 559 $30K
Hilltop National Bank 0.01% Add +150.0% 550 $29K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 539 $28K
Transcendent Capital Group LLC 0.01% Add +0.2% 510 $27K
PFS Partners, LLC 0.02% Add +0.2% 497 $26K
Eukles Asset Management 0.01% No change 491 $26K
Tower View Wealth Management LLC 0.01% No change 490 $26K
Anfield Capital Management, LLC 0.01% No change 449 $24K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 446 $24K
Atticus Wealth Management, LLC 0.01% Add +0.5% 437 $23K
Gleason Group, Inc. 0.00% Reduce -50.2% 426 $23K
Headlands Technologies LLC 0.00% New 425 $22K
Kiely Wealth Advisory Group, Inc. 0.01% No change 440 $22K
Dunhill Financial, LLC 0.01% No change 396 $21K
Hoese & Co LLP 0.02% Reduce -63.8% 388 $20K
Syntrinsic LLC 0.01% Add +0.3% 372 $20K
Frazier Financial Advisors, LLC 0.02% No change 372 $20K
Vermillion & White Wealth Management Group, LLC 0.01% Reduce -57.1% 358 $19K
Dagco, Inc. 0.01% Reduce -5.1% 352 $19K
Northwest Capital Management Inc 0.01% No change 352 $19K
Toronto Dominion Bank 0.00% No change 350 $18K
Zeit Capital LLC 0.01% No change 339 $18K
Ulland Investment Advisors, LLC 0.01% No change 320 $17K
AlphaMark Advisors, LLC 0.01% No change 319 $17K
Halpern Financial, Inc. 0.00% No change 308 $16K
Abich Financial Wealth Management LLC 0.04% Reduce -59.6% 300 $16K
CNB Bank 0.01% No change 300 $16K
Westside Investment Management, Inc. 0.00% No change 300 $16K
Bellevue Asset Management, LLC 0.01% No change 281 $15K
Armstrong Advisory Group, Inc. 0.00% No change 268 $14K
New Millennium Group LLC 0.01% Reduce -40.4% 267 $14K
Mendota Financial Group, LLC 0.01% No change 266 $14K
Syntax Research, Inc. 0.01% New 266 $14K
Peoples Financial Services Corp. 0.01% No change 234 $12K
Investment Research & Advisory Group, Inc. 0.00% No change 194 $10K
CGC Financial Services, LLC 0.00% No change 185 $10K
Partnership Wealth Management, LLC 0.01% Reduce -22.5% 169 $9K
Kozak & Associates, Inc. 0.00% No change 153 $8K
United Community Bank 0.00% Reduce -96.0% 142 $7K
Delta Asset Management LLC 0.00% Reduce -71.4% 140 $7K
MRP Capital Investments, LLC 0.01% New 135 $7K
Byrne Asset Management LLC 0.00% Reduce -28.3% 127 $7K
Legacy Investment Solutions, LLC 0.00% — 127 $6K
Legacy Wealth Managment, LLC 0.00% — 127 $6K
Centerpoint Advisors, LLC 0.00% No change 117 $6K
Prestige Wealth Management Group LLC 0.00% No change 100 $5K
SRH Advisors, LLC 0.00% No change 79 $4K
Dogwood Wealth Management LLC 0.00% Reduce -2.1% 47 $3K
Activest Wealth Management 0.00% No change 45 $2K
First Command Advisory Services, Inc. 0.00% Reduce -94.4% 44 $2K
Lowe Wealth Advisors, LLC 0.00% No change 43 $2K
Semmax Financial Advisors Inc. 0.00% No change 32 $2K
Tradewinds Capital Management, LLC 0.00% New 28 $1K
Global Trust Asset Management, LLC 0.00% Reduce -96.8% 10 $528
Strategic Investment Solutions, Inc. 0.00% No change 9 $474
Davis Capital Management 0.00% No change 8 $425
PSI Advisors, LLC 0.00% No change 6 $317

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