Vanguard Ftse Developed ETFVEAETF

13F holders, Q4 2024 (December 31)
2,408holders +198
99new positions
101sold out
7famous investors
$47.82avg. 13F price*

At the end of Q4 2024, 2,408 institutions reported holding Vanguard Ftse Developed ETF (VEA) in their 13F filings, up 198 from Q3 2024. 99 opened new positions and 101 sold out. The largest holders were Bank of America Corp. ($8.4B), Creative Planning ($6.9B) and Betterment LLC ($6.6B). 7 famous investors held it, including John W. Rogers Jr. (0.1% of Ariel Investments's portfolio), Ken Fisher (0.1% of Fisher Asset Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions99$155.4M
Exits101$866.7M

All 13F filers, Q3 2024 → Q4 2024: 116,432,713 shares bought and 57,242,158 shares sold, net +59,190,555 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,408 holders

Bank of America Corp. 0.78% Add +6.6% 175,393,114 $8.4B
Creative Planning 6.66% Reduce -1.3% 143,281,080 $6.9B
Betterment LLC 15.67% Add +8.0% 137,485,176 $6.6B
Envestnet Asset Management Inc. 1.51% Add +1.7% 98,087,890 $4.7B
Wells Fargo & Company 0.75% Add +4.0% 65,258,786 $3.1B
Jones Financial Companies LLLP 2.79% Reduce -8.4% 61,462,419 $2.9B
Morgan Stanley 0.20% Add +1.1% 60,030,757 $2.9B
Wealthfront Advisers LLC 8.19% Add +6.1% 58,593,050 $2.8B
Northwestern Mutual Wealth Management Co. 2.33% Add +7.2% 57,787,574 $2.8B
WealthNavi Inc. 27.48% Add +7.2% 49,426,996 $2.4B
Northern Trust Corp. 0.28% Reduce -0.9% 41,174,854 $2.0B
Royal Bank of Canada 0.43% Reduce -0.7% 41,146,405 $2.0B
Goldman Sachs Group Inc. 0.34% Reduce -12.1% 37,483,134 $1.8B
Mariner, LLC 2.30% Add +3.0% 28,664,739 $1.4B
Sei Investments Co. 1.70% Add +3.5% 27,738,297 $1.3B
LPL Financial LLC 0.53% Add +21.4% 27,040,599 $1.3B
UBS Group AG 0.29% Add +0.5% 26,772,092 $1.3B
Mercer Global Advisors Inc. 2.91% Add +15.4% 24,925,827 $1.2B
US Bancorp \de 1.49% Add +56.6% 23,812,753 $1.1B
Tiaa Trust, National Association 3.21% Reduce -2.5% 22,143,362 $1.1B
Captrust Financial Advisors 2.59% Add +15.3% 18,947,484 $906.1M
Vanguard Group Inc. 0.02% Add +4.7% 18,800,583 $899.0M
Baird Financial Group, Inc. 1.58% Add +4.7% 17,288,021 $826.7M
Cerity Partners LLC 1.73% Add +8.3% 16,706,732 $799.0M
Bank of New York Mellon Corp 0.15% Add +6.1% 16,564,449 $792.1M
Corient Private Wealth LP 1.30% Reduce -3.1% 16,872,205 $784.9M
Commonwealth Equity Services, LLC 1.14% Add +3.2% 16,367,579 $782.7M
FMR LLC 0.05% Reduce -0.6% 16,253,593 $777.2M
Ameriprise Financial Inc. 0.19% Reduce -9.9% 15,429,032 $739.1M
Envestnet Portfolio Solutions, Inc. 2.16% Add +1.9% 13,830,636 $661.4M
Raymond James Financial Inc. 0.21% — 11,776,526 $563.2M
JPMorgan Chase & Co. 0.04% Add +7.6% 11,661,908 $557.7M
Valmark Advisers, Inc. 8.64% Add +6.0% 11,643,989 $556.8M
Rwa Wealth Partners, LLC 6.62% Add +3.2% 11,229,385 $537.0M
Jasper Ridge Partners, L.P. 16.26% Reduce -21.8% 10,736,489 $513.4M
Wealthspire Advisors, LLC 5.08% Add +8.4% 10,683,889 $510.9M
HighTower Advisors, LLC 0.69% Add +0.7% 10,575,056 $505.7M
Nicholas Hoffman & Company, LLC. 16.05% Add +13.2% 8,389,147 $401.2M
Facet Wealth, Inc. 10.64% Add +9.2% 7,988,091 $401.1M
Regions Financial Corp. 2.73% Add +42.9% 7,774,228 $371.8M
Cliftonlarsonallen Wealth Advisors, LLC 7.00% Add +8.4% 7,554,283 $361.2M
PNC Financial Services Group, Inc. 0.24% Reduce -0.0% 7,487,014 $358.0M
MML Investors Services, LLC 1.19% Add +5.3% 7,198,757 $344.2M
SCS Capital Management LLC 6.94% Reduce -1.2% 7,033,305 $336.3M
Keybank National Association 1.27% Reduce -3.5% 6,908,531 $330.4M
HBK Sorce Advisory LLC 9.91% Add +2.2% 6,867,294 $328.4M
Manufacturers Life Insurance Company, The 0.26% Add +68.0% 6,266,887 $299.7M
Stifel Financial Corp. 0.31% Reduce -20.9% 6,260,429 $299.4M
Citigroup Inc. 0.28% Add +3.1% 6,110,515 $292.2M
M&T Bank Corp 0.97% Add +1.1% 6,030,601 $288.4M
JMG Financial Group, Ltd. 9.76% Add +2.0% 5,984,346 $286.2M
Sofi Wealth, LLC 19.21% Add +13.5% 5,859,902 $280.2M
Victory Capital Management Inc. 0.28% Reduce -0.2% 5,859,085 $280.2M
Modera Wealth Management, LLC 3.34% Add +4.5% 5,788,877 $276.8M
Truepoint, Inc. 7.00% Add +5.6% 5,468,003 $261.5M
Voya Investment Management LLC 0.31% Add +21.4% 5,396,113 $258.0M
Fiduciary Trust Co 3.31% Reduce -1.3% 5,243,444 $250.7M
Pathstone Holdings, LLC 1.08% Add +2.0% 5,118,422 $244.7M
Fisher Asset Management 0.10% Add +2.3% 5,082,056 $243.0M
Cetera Investment Advisers 0.48% Add +3.8% 4,756,979 $227.5M
State of Tennessee, Department of Treasury 0.81% Reduce -23.9% 4,676,636 $223.6M
Ally Invest Advisors Inc. 18.71% Add +9.1% 4,514,777 $215.9M
Country Trust Bank 5.34% Add +1.0% 4,473,211 $213.9M
Ballentine Partners, LLC 3.60% Add +1.7% 4,392,697 $210.1M
Wilmington Savings Fund Society, FSB 3.65% Add +2.3% 4,236,787 $202.6M
Osaic Holdings, Inc. 0.45% Add +27.1% 4,604,608 $201.5M
Focus Partners Wealth 0.51% Add +53.4% 4,118,984 $197.0M
Assetmark, Inc. 0.53% Add +38.4% 4,093,739 $195.8M
Linscomb Wealth, Inc. 9.58% Add +2.9% 4,023,145 $192.4M
Wit, LLC 6.16% Add +99898.4% 4,020,934 $192.3M
Bank of Hawaii 10.47% Reduce -30.2% 3,955,531 $189.2M
Ellevest, Inc. 10.86% Add +0.9% 3,930,631 $188.2M
Janney Montgomery Scott LLC 0.50% Add +1.0% 3,766,943 $180.1M
CIBC Private Wealth Group LLC 0.32% Add +2.0% 3,676,943 $177.4M
Employees Retirement System of Texas 1.78% No change 3,706,161 $177.2M
MAI Capital Management 1.28% Add +6.3% 3,587,226 $171.5M
D.A. Davidson & Co. 1.39% Add +3.4% 3,573,184 $170.9M
Lincoln National Corp. 5.07% Add +5.3% 3,292,683 $157.5M
Alliancebernstein L.P. 0.05% Reduce -6.2% 3,180,019 $152.1M
Blair William & Co. 0.44% Add +1.0% 3,153,008 $150.8M
BLB&B Advisors, LLC 7.68% Add +4.8% 3,149,172 $150.6M
Bridges Investment Management Inc. 2.10% Add +3.3% 3,145,444 $150.4M
Wedmont Private Capital 7.85% Reduce -1.1% 3,128,379 $148.7M
Rockefeller Capital Management L.P. 0.38% Reduce -2.5% 3,092,863 $148.0M
Farmers & Merchants Investments Inc. 4.51% Add +1.6% 3,006,914 $143.8M
Fifth Third Bancorp 0.52% Reduce -2.9% 2,990,041 $143.0M
Westwood Holdings Group Inc. 1.10% Add +13.1% 2,959,412 $141.5M
Synovus Financial Corp. 1.74% Reduce -0.5% 2,856,431 $136.6M
Cambridge Associates LLC /Ma/ 4.28% Reduce -6.9% 2,796,358 $133.7M
Tectonic Advisors LLC 8.68% Add +5.0% 2,774,223 $132.7M
Foster Group, Inc. 4.97% Add +6.3% 2,725,932 $130.4M
Freestone Capital Holdings, LLC 4.42% Add +3.7% 2,669,084 $127.6M
Truist Financial Corp. 0.20% Add +7.5% 2,623,849 $125.5M
Acropolis Investment Management, LLC 7.40% Add +1.8% 2,621,237 $125.3M
Cambridge Investment Research Advisors, Inc. 0.41% Add +0.8% 2,538,600 $121.4M
Allen Investment Management, LLC 1.36% Reduce -0.4% 2,470,258 $118.1M
Nepc LLC 2.94% Add +11.4% 2,293,981 $109.7M
Johnson Financial Group, LLC 12.57% Reduce -4.5% 2,244,664 $107.3M
Thrivent Financial for Lutherans 0.21% Reduce -0.5% 2,199,836 $106.9M
Savant Capital, LLC 0.81% Add +18.8% 2,155,097 $103.1M
First Financial Bankshares Inc 2.21% Add +0.4% 2,137,192 $102.2M
Glenmede Trust Co. NA 0.51% Add +6.8% 2,070,513 $99.0M
Steele Capital Management, Inc. 5.15% Add +2.4% 2,069,484 $99.0M
Orion Porfolio Solutions, LLC 0.97% Add +2.8% 2,024,721 $96.8M
Orion Portfolio Solutions, LLC 0.97% Add +2.8% 2,024,721 $96.8M
Eastern Bank 1.77% Reduce -3.7% 1,990,145 $95.2M
Empowered Funds, LLC 1.39% Add +5.8% 1,986,486 $95.0M
Atria Wealth Solutions, Inc. 1.03% Add +1.9% 1,964,116 $93.9M
Lake Street Advisors Group, LLC 4.31% Add +2.8% 1,953,606 $93.4M
NewEdge Advisors, LLC 0.56% Add +4.4% 1,937,208 $92.6M
NorthCoast Asset Management LLC 0.45% Add +6.0% 1,925,662 $92.1M
McKinley Carter Wealth Services, Inc. 5.62% Add +3.0% 1,921,183 $91.9M
CCM Investment Group, LLC 10.02% — 1,920,984 $91.8M
Plante Moran Financial Advisors, LLC 7.61% Add +7.3% 1,915,012 $91.6M
Wealth Enhancement Advisory Services, LLC 0.17% Add +3.1% 1,901,961 $91.0M
Oakworth Capital, Inc. 6.19% Add +1.1% 1,881,799 $90.0M
Badgley Phelps Wealth Managers, LLC 2.08% Reduce -2.1% 1,864,742 $89.2M
Sigma Investment Counselors Inc. 5.20% Add +1.1% 1,853,365 $88.6M
Comerica Bank 0.35% Add +4.6% 1,804,534 $86.3M
Aptus Capital Advisors, LLC 1.03% Add +37.8% 1,803,086 $86.2M
Davis R M Inc. 1.67% Add +12.1% 1,784,595 $85.3M
Litman Gregory Wealth Management LLC 7.37% Reduce -0.7% 1,777,646 $85.0M
Rebalance, LLC 6.25% Add +3.1% 1,749,460 $83.7M
Fusion Family Wealth, LLC 7.62% Add +2.6% 1,737,583 $83.1M
Monashee Investment Management LLC 11.54% Add +2.3% 1,736,600 $83.0M
Allspring Global Investments Holdings, LLC 0.13% Add +4.4% 1,710,618 $81.6M
Susquehanna International Group, LLP 0.12% Add +2052.4% 1,652,522 $79.0M
Pure Financial Advisors, LLC 1.78% Add +10.9% 1,635,467 $78.2M
PDS Planning, Inc 6.95% Add +4.0% 1,635,194 $78.2M
Coldstream Capital Management Inc. 1.67% Add +1.4% 1,635,007 $78.2M
Clark Asset Management, LLC 14.38% Add +20.0% 1,609,920 $77.0M
Cresset Asset Management, LLC 0.37% Reduce -1.8% 1,584,971 $75.8M
Robertson Stephens Wealth Management, LLC 2.70% Add +20.3% 1,583,572 $75.7M
DT Investment Partners, LLC 6.34% Add +0.6% 1,567,623 $75.0M
Evoke Wealth, LLC 2.07% Add +4.5% 1,552,764 $74.3M
Agf Management Ltd. 0.37% Reduce -1.9% 1,544,202 $73.8M
Choreo, LLC 1.05% Add +1.7% 1,527,650 $73.0M
Arbor Investment Advisors, LLC 10.21% Add +1.2% 1,514,559 $72.4M
MassMutual Private Wealth & Trust, FSB 1.95% Add +7.4% 1,451,929 $69.4M
Tanglewood Wealth Management, Inc. 7.98% Reduce -12.3% 1,449,237 $69.3M
CreativeOne Wealth, LLC 2.12% Add +4.5% 1,449,048 $69.3M
EP Wealth Advisors, LLC 0.54% Add +104.2% 1,392,566 $66.6M
Johnson Investment Counsel Inc. 0.65% Add +12.3% 1,391,563 $66.5M
Whittier Trust Co. 0.87% Reduce -5.2% 1,383,185 $66.1M
Old National Bancorp 1.54% Add +2.0% 1,359,821 $65.0M
Financial Counselors Inc. 0.95% Add +11.5% 1,359,582 $65.0M
Planning Alternatives Ltd. 9.98% Add +0.4% 1,358,164 $64.9M
Tanager Wealth Management LLP 8.17% Add +8.0% 1,316,265 $62.9M
Mission Wealth Management, LP 1.48% Add +1.8% 1,303,445 $62.3M
Alps Advisors Inc. 0.39% Add +27.7% 1,297,061 $62.0M
Woodmont Investment Counsel LLC 4.58% Add +2.3% 1,295,718 $62.0M
Marcum Wealth, LLC 5.37% Add +4.0% 1,294,742 $61.9M
TD Waterhouse Canada Inc. 0.50% Add +5.1% 1,293,999 $61.9M
Causeway Capital Management LLC 1.38% Add +160.8% 1,266,361 $60.6M
Apella Capital, LLC 2.32% Add +4.5% 1,263,137 $60.4M
Patriot Investment Management Group, Inc. 4.50% Add +2.7% 1,259,279 $60.2M
Lockheed Martin Investment Management Co. 2.38% No change 1,250,000 $59.8M
Commerce Bank 0.37% Reduce -0.2% 1,244,687 $59.5M
Elwood & Goetz Wealth Advisory Group, LLC 14.41% Add +5.4% 1,235,515 $59.1M
Gilbert & Cook, Inc. 8.28% Add +1.4% 1,227,552 $58.7M
Atria Investments, Inc 0.72% Reduce -4.2% 1,210,431 $57.9M
EverSource Wealth Advisors, LLC 3.24% Add +6.3% 1,203,522 $57.6M
Wellington Management Group LLP 0.01% Add +479.0% 1,198,197 $57.3M
Morningstar Investment Services LLC 5.19% Reduce -82.8% 1,193,067 $57.1M
BOK Financial Private Wealth, Inc. 4.11% Reduce -2.7% 1,184,690 $56.7M
Auto-Owners Insurance Co 1.28% Add +12.7% 1,178,750 $56.4M
Beacon Pointe Advisors, LLC 0.62% Reduce -3.3% 1,173,738 $56.1M
Connable Office Inc. 5.81% Reduce -3.3% 1,173,308 $56.1M
Signaturefd, LLC 1.06% Reduce -0.5% 1,168,409 $55.9M
Arvest Bank Trust Division 3.32% Add +3.2% 1,150,864 $55.0M
Bank of Montreal 0.03% Add +9.2% 1,138,045 $54.4M
Peapack Gladstone Financial Corp. 0.79% Add +8.0% 1,135,770 $54.3M
UMB Bank, n.a. 0.86% Reduce -6.4% 1,133,334 $54.2M
Adventist Health System/ West 8.37% No change 1,131,440 $54.1M
Human Investing LLC 9.57% Add +6.0% 1,128,018 $53.9M
Kestra Advisory Services, LLC 0.30% Add +4.8% 1,125,334 $53.8M
Hirtle & Co., LLC 2.61% Reduce -1.2% 1,124,825 $53.8M
Cornerstone Planning Group LLC 13.06% Add +5.1% 1,065,048 $53.2M
Connecticut Wealth Management, LLC 2.61% Add +8.6% 1,110,239 $53.1M
Edge Capital Group, LLC 2.35% Add +3.9% 1,103,335 $52.8M
Proffitt & Goodson Inc. 8.68% Add +2.1% 1,094,709 $52.3M
Trilogy Capital Inc. 2.69% Add +2.0% 1,092,332 $52.2M
Pinnacle Financial Partners Inc 1.05% Add +0.9% 1,040,309 $52.0M
West Financial Advisors, LLC 9.89% Add +7.0% 1,072,874 $51.3M
WestHill Financial Advisors, Inc. 11.47% Add +2.9% 1,071,219 $51.2M
Vision Capital Management, Inc. 7.41% Add +2.0% 1,055,070 $50.5M
Avion Wealth 12.89% Reduce -1.5% 1,049,078 $50.2M
Kohmann Bosshard Financial Services, LLC 6.00% Add +22.3% 1,045,411 $50.0M
Legacy Private Trust Co. 3.27% Add +1.2% 1,043,812 $49.9M
Avantax Advisory Services, Inc. 0.31% Add +3.2% 1,033,312 $49.4M
Meeder Advisory Services, Inc. 3.08% Reduce -2.8% 1,032,252 $49.4M
Moneta Group Investment Advisors LLC 0.69% Reduce -1.4% 1,025,575 $49.0M
Bokf, NA 0.81% Reduce -2.9% 1,011,582 $48.1M
Charles Schwab Trust Co 4.10% Add +12.4% 997,195 $47.7M
Jacobsen Capital Management 20.13% Add +1.1% 988,874 $47.3M
Pine Ridge Advisers LLC 4.14% Add +78.7% 973,926 $46.6M
Kwmg, LLC 4.78% Add +3.3% 971,122 $46.4M
Strategic Investment Advisors / MI 4.90% Add +5.2% 965,241 $46.2M
Wealth Architects, LLC 5.20% Add +8.5% 963,346 $46.1M
Sepio Capital, LP 3.64% Reduce -17.0% 950,795 $45.5M
Arlington Trust Co LLC 9.56% Reduce -3.2% 950,310 $45.4M
Ameritas Investment Partners, Inc. 1.47% Add +5.3% 944,096 $45.1M
Financial Advisory Corp 7.87% — 943,314 $45.1M
Whittier Trust Co. of Nevada Inc. 1.11% Add +0.5% 942,732 $45.1M
Kathmere Capital Management, LLC 4.01% Add +9.3% 933,789 $44.7M
Waverly Advisors, LLC 0.69% Add +9.1% 933,535 $44.6M
Wallington Asset Management, LLC 6.36% Reduce -0.6% 920,776 $44.0M
Welch & Forbes LLC 0.56% Add +2.1% 915,824 $43.8M
Heartwood Wealth Advisors LLC 4.91% Add +1.5% 911,421 $43.6M
Private Advisor Group, LLC 0.24% Add +7.3% 908,782 $43.5M
JFG Wealth Management, LLC 9.92% Add +2.6% 904,802 $43.3M
Alesco Advisors, LLC, An ESL Co 1.35% Reduce -1.7% 897,140 $42.9M
Hills Bank & Trust Co 3.23% Add +7.1% 896,241 $42.9M
First Bank & Trust 8.21% Add +3.7% 894,751 $42.8M
Brown Advisory Inc. 0.05% Add +14.7% 892,673 $42.7M
Klingman & Associates, LLC 2.67% Add +6.7% 882,466 $42.2M
Chandler Asset Management, Inc. 8.06% Add +2.1% 882,406 $42.2M
Coyle Financial Counsel LLC 13.32% Add +14.1% 879,969 $42.1M
Merit Financial Group, LLC 0.75% Add +7.8% 875,114 $41.8M
Financial Synergies Wealth Advisors, Inc. 5.18% Add +4.0% 872,536 $41.7M
Composition Wealth, LLC 0.84% Reduce -20.0% 870,795 $41.6M
Arvest Investments, Inc. 6.65% Reduce -0.2% 869,405 $41.6M
Financial Advisors Network, Inc. 6.89% — 866,305 $41.4M
Raffa Wealth Management, LLC 9.60% Add +4.5% 862,925 $41.3M
Steward Partners Investment Advisory, LLC 0.36% Add +0.1% 845,717 $40.4M
Oakwell Private Wealth Management, LLC 11.34% Add +11.0% 845,496 $40.4M
CENTRAL TRUST Co 0.99% Add +6.1% 841,722 $40.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.09% Add +12.1% 838,833 $40.1M
TD Asset Management Inc 0.04% Add +7.4% 836,113 $40.0M
Efficient Advisors, LLC 2.55% Add +7.5% 826,830 $39.5M
Riverpoint Wealth Management Holdings, LLC 10.19% Add +1.3% 816,667 $39.1M
Mesirow Financial Investment Management, Inc. 0.77% Reduce -34.7% 814,066 $38.9M
Compound Planning, Inc. 1.96% Add +11.3% 812,254 $38.8M
Park Avenue Securities LLC 0.40% Add +6.8% 809,442 $38.7M
Seaside Wealth Management, Inc. 14.08% Add +7.2% 804,288 $38.5M
GP Brinson Investments LLC 15.58% No change 790,120 $37.8M
Trust Co 4.30% Add +5.5% 784,655 $37.5M
Chai Trust Co. LLC 1.92% Add +2.4% 774,085 $37.0M
Cliffwater LLC 9.06% Reduce -0.1% 774,022 $37.0M
Townsquare Capital LLC 0.42% Add +10.2% 771,762 $36.9M
Gemmer Asset Management LLC 3.63% Reduce -0.8% 770,813 $36.9M
Parker Financial LLC 18.05% Add +10.7% 772,138 $36.7M
Lido Advisors, LLC 0.23% Reduce -13.9% 767,470 $36.7M
Matrix Trust Co 6.37% Reduce -0.3% 766,305 $36.6M
Partners in Financial Planning 7.45% Add +1.9% 764,163 $36.5M
OLIO Financial Planning 12.77% Add +23.4% 760,169 $36.4M
National Bank of Canada 0.05% Reduce -5.5% 754,723 $36.1M
Meridian Management Co. 9.51% Add +3.0% 754,201 $36.1M
Whitcomb & Hess, Inc. 11.05% Add +0.7% 748,585 $35.8M
Stephens Inc. 0.50% Add +54.3% 746,908 $35.7M
Acorn Financial Advisory Services Inc. 5.87% Add +6.3% 744,679 $35.6M
Brookstone Capital Management 0.52% Reduce -49.4% 740,873 $35.4M
Full Sail Capital, LLC 2.24% Add +10.3% 736,437 $35.2M
Citizens Business Bank 8.35% Reduce -15.4% 733,064 $35.1M
Laird Norton Wetherby Wealth Management, LLC 1.68% Add +0.8% 732,404 $35.0M
American Trust 2.65% Reduce -0.5% 727,264 $34.8M
Hanson & Doremus Investment Management 5.42% Reduce -2.7% 724,830 $34.7M
Monterey Private Wealth, Inc. 11.29% Add +11.7% 716,209 $34.2M
Citizens Financial Group Inc. 0.66% Add +20.6% 712,288 $34.1M
Mutual Advisors, LLC 0.98% Reduce -2.0% 699,817 $33.8M
Jordan Park Group LLC 2.49% Add +11.7% 705,888 $33.8M
Keener Financial Planning LLC 19.88% Add +16.6% 703,887 $33.7M
Fi3 FINANCIAL ADVISORS, LLC 12.56% Reduce -0.9% 701,250 $33.5M
PACK Private Wealth, LLC 19.61% Add +5.3% 698,606 $33.4M
First Western Trust Bank 1.53% Reduce -4.9% 690,609 $33.0M
Beacon Investment Advisory Services, Inc. 1.43% Add +7.7% 687,880 $32.9M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2.65% Add +1.7% 681,912 $32.6M
Wolff Financial Management LLC 9.02% Add +2.8% 679,424 $32.5M
RPTC Inc. 6.60% Add +1.1% 677,158 $32.4M
Windward Private Wealth Management Inc. 12.56% Add +7.4% 673,861 $32.2M
Family Firm, Inc. 7.16% Reduce -8.9% 702,230 $32.2M
Intrust Bank NA 3.24% Add +11.8% 669,005 $32.0M
Bryn Mawr Trust Advisors, LLC 1.72% Add +9.6% 668,370 $32.0M
Lowe Brockenbrough & Co. Inc. 2.05% Add +0.1% 667,945 $31.9M
Old Mission Investment Co LLC 9.48% Add +6.7% 662,811 $31.7M
Keel Point, LLC 2.54% Add +0.3% 661,955 $31.7M
Roof Eidam Maycock Peralta, LLC 8.12% Add +0.7% 657,848 $31.5M
Farther Finance Advisors, LLC 1.13% Add +7.2% 652,889 $31.2M
Sageworth Trust Co 1.92% Reduce -5.2% 649,784 $31.1M
Roble, Belko & Company, Inc 4.90% Add +0.1% 645,405 $30.9M
Mascoma Wealth Management LLC 7.74% Add +7.7% 644,049 $30.8M
Beaird Harris Wealth Management, LLC 2.66% Add +11.3% 643,859 $30.8M
Sanctuary Advisors, LLC 0.19% Add +2.6% 606,210 $30.6M
Penobscot Wealth Management 14.00% Add +9.8% 635,313 $30.4M
Cascade Financial Partners, LLC 3.96% Reduce -1.5% 635,093 $30.4M
Manning & Napier Advisors LLC 0.35% Add +18.4% 634,409 $30.3M
Cantor Fitzgerald Investment Advisors L.P. 2.10% Add +3.4% 633,040 $30.3M
Focus Partners Advisor Solutions, LLC 0.51% Add +30.5% 631,705 $30.2M
Sequoia Financial Advisors, LLC 0.29% Add +384.9% 626,694 $30.0M
Perkins Coie Trust Co 6.58% Add +1.3% 625,705 $29.9M
Concourse Financial Group Securities, Inc. 1.69% Add +4.9% 604,662 $29.9M
New York Life Investment Management LLC 0.29% Reduce -3.8% 622,602 $29.8M
Apriem Advisors 3.38% Reduce -2.3% 616,918 $29.5M
Kopp Family Office, LLC 18.57% Reduce -0.1% 613,035 $29.3M
1ST Source Bank 1.68% Reduce -1.1% 612,631 $29.3M
Cambridge Advisors Inc. 6.51% Add +7.0% 609,830 $29.2M
Mountain Capital Investment Advisors Inc. 5.90% Reduce -67.6% 586,393 $28.5M
Tidal Investments LLC 0.23% Reduce -17.0% 595,299 $28.5M
Galvin, Gaustad & Stein, LLC 2.58% Reduce -4.4% 594,017 $28.4M
Praetorian Wealth Management, Inc. 6.84% Add +4.4% 588,456 $28.1M
Benjamin Edwards Inc. 0.40% Add +3.0% 587,605 $28.1M
SoundView Advisors Inc. 11.55% — 585,871 $28.0M
Bison Wealth, LLC 3.42% — 585,152 $28.0M
Natixis Advisors, LLC 0.05% Add +73.8% 581,228 $27.8M
Brooklyn FI, LLC 9.23% Add +9.7% 580,573 $27.8M
REAP Financial Group, LLC 6.88% Add +2.9% 580,022 $27.7M
PrairieView Partners, LLC 2.89% Add +9.3% 579,000 $27.7M
Capital International Investors 0.01% Add +106.7% 578,863 $27.7M
Avior Wealth Management, LLC 1.01% Add +5.2% 578,984 $27.6M
Axos Invest Inc. 20.03% Add +10.4% 575,309 $27.5M
Weitzel Financial Services, Inc. 12.89% Add +3.3% 570,096 $27.3M
Attessa Capital LLC 18.60% — 570,350 $27.3M
Wealthcare Advisory Partners LLC 0.75% Reduce -0.2% 561,225 $26.8M
Integris Wealth Management, LLC 7.55% Add +11.6% 559,528 $26.8M
SigFig Wealth Management, LLC 0.96% Add +3.7% 557,629 $26.6M
Oak Hill Wealth Advisors, LLC 6.30% — 552,959 $26.4M
Valeo Financial Advisors, LLC 0.74% Add +3.6% 551,419 $26.4M
Caisse de depot et placement du Quebec 0.05% Reduce -56.0% 550,000 $26.3M
Integrated Wealth Concepts LLC 0.30% Add +15.3% 546,566 $26.1M
Evolution Advisers, Inc. 14.27% Add +3.5% 546,033 $26.1M
Clarius Group, LLC 1.78% Add +7.2% 543,767 $26.0M
Grey Fox Wealth Advisors, LLC 7.09% Add +3.4% 540,906 $25.9M
Nicolet Advisory Services, LLC 2.37% Add +4.6% 542,740 $25.8M
Wiser Wealth Management, Inc 7.22% Add +7.4% 538,150 $25.7M
JRM Investment Counsel, LLC 9.51% Reduce -3.0% 533,610 $25.5M
Essential Planning, LLC. 0.17% Add +7076.4% 506,944 $25.4M
Founders Grove Wealth Partners, LLC 7.36% — 531,217 $25.4M
Arax Advisory Partners 1.60% Add +6.7% 530,821 $25.4M
Abound Wealth Management 8.14% Add +9.3% 530,355 $25.4M
Permanent Capital Management, LP 7.83% — 528,619 $25.3M
Leavell Investment Management, Inc. 1.23% Add +2.0% 525,857 $25.1M
VPR Management LLC 13.10% Reduce -32.9% 525,600 $25.1M
D'Orazio & Associates, Inc. 3.70% Reduce -2.3% 524,563 $25.1M
Cordant, Inc. 13.17% Add +2.0% 523,614 $25.0M
Noble Family Wealth, LLC 6.81% Add +1.5% 517,281 $24.7M
Cahill Financial Advisors Inc. 3.34% Add +1.3% 515,821 $24.7M
GHP Investment Advisors, Inc. 1.15% Add +0.1% 514,663 $24.6M
&partners 0.29% Add +38.4% 511,157 $24.5M
Summit Financial, LLC 0.86% Add +5.4% 512,606 $24.5M
Founders Financial Securities LLC 2.20% Add +4.0% 510,782 $24.4M
FSA Wealth Management LLC 9.82% Add +1.2% 505,794 $24.2M
Equita Financial Network, Inc. 8.72% Add +6.7% 504,193 $24.1M
St. Louis Trust Co 3.43% Add +0.0% 501,600 $24.0M
Garde Capital, Inc. 1.57% Reduce -5.6% 497,324 $23.8M
Arcadia Wealth Management, LLC 11.98% Add +7.3% 494,875 $23.7M
Horizon Investments, LLC 0.68% Add +4.2% 493,896 $23.6M
Salomon & Ludwin, LLC 2.50% Reduce -3.8% 493,550 $23.6M
Aufman Associates Inc 15.92% Add +6.4% 493,253 $23.6M
Heritage Trust Co 2.77% — 492,228 $23.5M
Sandy Spring Bank 0.95% Add +0.1% 490,542 $23.5M
Affiance Financial, LLC 5.56% Add +3.6% 486,169 $23.2M
Fiera Capital Corp 0.07% Add +11.7% 485,094 $23.2M
First Horizon Advisors, Inc. 0.65% Reduce -5.7% 483,808 $23.1M
Ballentine Capital Advisors, Inc 11.95% Add +1.1% 482,359 $23.1M
Austin Private Wealth, LLC 2.16% Reduce -5.3% 482,016 $23.0M
Kestra Private Wealth Services, LLC 0.39% Add +11.1% 479,787 $22.9M
Journey Advisory Group, LLC 2.75% No change 464,106 $22.9M
Cibc World Market Inc. 0.05% Reduce -1.2% 475,620 $22.7M
Prime Buchholz LLC 7.39% — 473,715 $22.7M
REDW Wealth LLC 7.83% Reduce -21.7% 471,866 $22.6M
Nelson Capital Management, LLC 3.73% Add +1.0% 470,097 $22.5M
BIP Alliance, LLC 9.51% — 470,088 $22.5M
Mayport, LLC 6.62% Add +9.8% 469,939 $22.5M
Accredited Investors Inc. 1.31% Reduce -4.3% 466,261 $22.3M
Cypress Financial Planning LLC 8.11% Add +7.7% 462,025 $22.1M
Tompkins Financial Corp. 2.05% Add +8.1% 460,231 $22.0M
Sage Mountain Advisors LLC 1.60% Add +17.5% 459,276 $22.0M
Twele Capital Management, Inc. 4.65% Add +12.3% 459,018 $22.0M
Relyea Zuckerberg Hanson LLC 2.95% Reduce -1.4% 458,322 $21.9M
NDVR, Inc. 20.87% Add +11.1% 455,928 $21.8M
Hassell Wealth Management, LLC 8.76% Add +2.2% 435,540 $21.7M
Sovereign Financial Group, Inc. 4.97% Add +1.6% 452,437 $21.6M
Parallel Advisors, LLC 0.49% Reduce -2.1% 451,162 $21.6M
Principal Securities, Inc. 0.48% Add +23.2% 448,632 $21.5M
Tenret Co LLC 13.49% Reduce -9.6% 447,964 $21.4M
JFS Wealth Advisors, LLC 1.46% Reduce -1.4% 446,996 $21.4M
1900 Wealth Management LLC 1.79% Add +0.6% 446,576 $21.4M
Arlington Financial Advisors, LLC 4.21% New 442,522 $21.2M
ERn Financial, LLC 3.17% Add +2.3% 441,224 $21.1M
J.W. Cole Advisors, Inc. 0.85% Add +4.5% 440,285 $21.1M
Bar Harbor Wealth Management 1.37% Add +12.6% 437,067 $20.9M
Pinnacle Associates Ltd. 0.28% Reduce -1.4% 435,771 $20.8M
Balentine LLC 0.84% Reduce -1.3% 431,614 $20.6M
Principal Financial Group Inc. 0.01% Reduce -6.9% 430,156 $20.6M
Hurlow Wealth Management Group, Inc. 6.41% Add +7.3% 428,946 $20.5M
Simmons Bank 1.50% Reduce -3.5% 428,221 $20.5M
Hart & Patterson Financial Group LLC 9.93% Add +4.0% 427,116 $20.4M
Morton Brown Family Wealth, LLC 7.06% Add +5.3% 423,607 $20.3M
CANADA LIFE ASSURANCE Co 0.03% Reduce -12.5% 420,463 $20.1M
JNBA Financial Advisors 2.04% Add +11.0% 418,571 $20.0M
Capital Planning Advisors, LLC 3.08% Add +3.1% 416,986 $19.9M
Pinnacle Wealth Management Advisory Group, LLC 1.86% Add +0.6% 415,117 $19.9M
Aspire Private Capital, LLC 4.89% Add +3.5% 412,295 $19.7M
Wade Financial Advisory, Inc 6.63% Add +6.8% 409,219 $19.6M
Zuckerman Investment Group, LLC 1.87% Add +46.9% 394,983 $19.5M
Allworth Financial LP 0.11% Add +4.5% 393,728 $19.5M
Fort Washington Investment Advisors Inc. 0.12% Add +0.3% 405,612 $19.4M
United Capital Financial Advisors, LLC 0.16% Add +0.7% 405,551 $19.4M
Exencial Wealth Advisors, LLC 0.71% Reduce -0.3% 404,223 $19.3M
Financial Engines Advisors L.L.C. 0.04% Add +31.9% 403,922 $19.3M
Carlson Capital Management 0.84% Add +1.5% 400,526 $19.2M
Global Retirement Partners, LLC 0.55% Add +2.6% 400,460 $19.2M
Libra Wealth LLC 7.42% Add +10.5% 398,966 $19.1M
Bear Mountain Capital, Inc. 7.42% Add +5.5% 383,350 $19.1M
LBMC Investment Advisors, LLC 1.50% Reduce -7.4% 398,218 $19.0M
Trinity Financial Advisors LLC 7.23% Add +92.8% 398,671 $19.0M
World Investment Advisors 0.52% Add +5.2% 397,679 $19.0M
Fiduciary Group, LLC 1.90% Reduce -1.5% 396,721 $19.0M
Simon Quick Advisors, LLC 1.13% Reduce -1.6% 393,530 $18.8M
Echo45 Advisors LLC 12.33% Add +25.5% 391,396 $18.8M
Abacus Planning Group, Inc. 3.30% Reduce -0.2% 392,059 $18.7M
Beirne Wealth Consulting Services, LLC 6.72% Add +1.5% 389,634 $18.6M
Dravo Bay LLC 8.98% Add +4.8% 387,269 $18.5M
Myecfo, LLC 9.98% Add +6.4% 386,643 $18.5M
Bay Harbor Wealth Management, LLC 6.00% Reduce -1.6% 386,260 $18.5M
P/E Global LLC 4.15% New 385,419 $18.4M
Anderson Hoagland & Co. 1.89% Reduce -0.0% 379,147 $18.4M
Burkett Financial Services, LLC 7.52% Add +3.4% 384,531 $18.4M
Brown Wealth Management, LLC 6.49% Add +7.0% 383,017 $18.3M
Hudock, Inc. 3.19% Add +1.2% 381,904 $18.3M
F/m Investments LLC 0.67% Add +18.4% 381,187 $18.2M
Common Fund for Nonprofit Organizations 2.05% Add +217.6% 380,741 $18.2M
Stratos Wealth Advisors, LLC 0.87% Reduce -5.2% 380,666 $18.2M
Level Financial Advisors 6.65% Add +10.3% 378,711 $18.1M
Advocate Group LLC 3.40% Add +8.2% 377,164 $18.0M
Legacy Financial Group LLC 2.92% Add +12.7% 376,673 $18.0M
AdvisorNet Financial, Inc 1.51% Add +10.0% 376,019 $18.0M
Operose Advisors LLC 6.13% Add +24.4% 374,721 $17.9M
Iron Horse Wealth Management, LLC 5.98% Add +5.0% 372,555 $17.8M
Independent Advisor Alliance 0.24% Add +7381.1% 371,735 $17.8M
Stratos Wealth Partners, LTD. 0.25% Add +25.5% 370,739 $17.7M
Stephenson & Company, Inc. 11.88% Add +5.7% 369,066 $17.6M
Intergy Private Wealth, LLC 6.58% Add +4.7% 368,981 $17.6M
Kaleidoscope Capital LP 17.32% — 368,980 $17.6M
Bricktown Capital, LLC 3.68% Reduce -1.9% 368,350 $17.6M
Pittenger & Anderson Inc. 0.64% Add +0.8% 367,807 $17.6M
Choate Investment Advisors 0.42% Add +7.4% 366,170 $17.5M
Empower Advisory Group, LLC 0.06% Add +0.7% 364,841 $17.4M
Wealth Forward, LLC 12.19% Add +6.1% 361,304 $17.3M
Waterford Advisors, LLC 8.75% Add +6.2% 359,510 $17.2M
Guardian Wealth Advisors, LLC 11.01% Add +3.6% 359,416 $17.2M
Ellenbecker Investment Group 3.05% Reduce -6.9% 356,203 $17.0M
Flputnam Investment Management Co. 0.31% Reduce -3.0% 355,412 $17.0M
Laird Norton Wetherby Trust Company, LLC 2.32% Reduce -0.3% 355,183 $17.0M
Arrowstreet Capital, Limited Partnership 0.01% Add +116.4% 354,579 $17.0M
Cardiff Park Advisors, LLC 1.61% Reduce -1.1% 353,117 $16.9M
Aspen Grove Capital, LLC 3.57% Add +19.2% 352,247 $16.8M
Mosaic Family Wealth Partners, LLC 2.43% Add +10.6% 352,084 $16.8M
Harbour Investments, Inc. 0.48% Add +7.1% 351,235 $16.8M
Kanawha Capital Management LLC 1.32% Reduce -0.8% 350,920 $16.8M
NewSquare Capital LLC 1.33% Add +0.3% 347,533 $16.6M
Drive Wealth Management, LLC 4.06% Reduce -9.6% 346,117 $16.6M
Rossmore Private Capital 2.05% Reduce -1.0% 340,655 $16.5M
Transamerica Financial Advisors, LLC 1.63% Reduce -1.3% 344,194 $16.5M
VestGen Investment Management 4.48% Reduce -0.2% 343,534 $16.4M
Plancorp, LLC 0.67% Add +6.5% 342,528 $16.4M
Parkside Advisors LLC 3.85% Add +1.4% 341,657 $16.3M
Moody National Bank Trust Division 1.69% Add +41.4% 337,566 $16.1M
Signal Advisors Wealth, LLC 1.82% Add +44.5% 337,150 $16.1M
Wealthspire Retirement, LLC 1.27% Add +7.7% 336,950 $16.1M
RE Dickinson Investment Advisors, LLC 13.75% Add +4.9% 336,590 $16.1M
Up Strategic Wealth Investment Advisors LLC 16.07% Add +39.7% 336,096 $16.1M
Level Wealth Management LLC 11.31% — 334,862 $16.0M
Aletheian Wealth Advisors LLC 9.45% Add +1.1% 334,208 $16.0M
Motive Wealth Advisors 8.57% Add +12.4% 333,745 $16.0M
American Money Management, LLC 3.11% Add +1.6% 333,119 $15.9M
Ritholtz Wealth Management 0.47% Reduce -1.9% 332,229 $15.9M
Caprock Group, LLC 0.52% Add +1.1% 332,203 $15.9M
Atmos Advisory, LLC 10.97% Add +4.7% 330,395 $15.8M
Sand Hill Global Advisors, LLC 0.67% Add +8.6% 329,818 $15.8M
Cornerstone Wealth Advisors, Inc. 4.29% Add +7.2% 327,032 $15.6M
QRG Capital Management, Inc. 0.16% Add +19.0% 326,195 $15.6M
Fairview Capital Investment Management, LLC 0.81% Add +4.6% 326,179 $15.6M
Chilton Capital Management LLC 0.66% Reduce -0.5% 326,114 $15.6M
Mather Group, Llc. 0.20% Reduce -4.3% 325,684 $15.6M
Raelipskie Partnership 7.71% Reduce -3.5% 324,389 $15.5M
Monument Capital Management 4.27% Reduce -0.7% 323,896 $15.5M
SilverOak Wealth Management LLC 3.30% Add +7.4% 321,015 $15.4M
Franklin Resources Inc. 0.00% Reduce -7.7% 315,403 $15.1M
Fort Point Capital Partners LLC 1.68% Reduce -42.8% 314,566 $15.0M
Guardian Wealth Advisors, LLC / NC 1.20% Add +2814.1% 314,464 $15.0M
Advisory Services Network, LLC 0.28% Add +4.5% 310,550 $14.9M
ORG Partners LLC 2.05% Add +5.4% 310,020 $14.8M
Telos Capital Management, Inc. 1.58% Reduce -0.3% 309,193 $14.8M
Latigo Investments, LLC 7.47% No change 306,975 $14.7M
Summit Wealth Group, LLC 4.23% Add +4.8% 305,462 $14.6M
Argent Trust Co 0.59% Add +0.1% 305,015 $14.6M
Mackenzie Financial Corp. 0.02% Add +72.0% 304,816 $14.6M
Geneos Wealth Management Inc. 0.51% Add +2.4% 303,404 $14.5M
Bank Hapoalim BM 2.45% New 303,000 $14.5M
Equitable Holdings, Inc. 0.14% Add +2.3% 300,753 $14.4M
Arcataur Capital Management LLC 4.84% Add +21.0% 299,992 $14.3M
B. Riley Wealth Advisors, Inc. 0.47% Reduce -14.4% 299,731 $14.3M
Portland Global Advisors LLC 1.81% Reduce -0.2% 299,599 $14.3M
Bordeaux Wealth Advisors LLC 2.30% Add +3.8% 299,133 $14.3M
One Degree Advisors Inc 5.79% Add +4.5% 280,638 $14.2M
Regal Investment Advisors LLC 1.07% Add +7.7% 297,565 $14.2M
Perigon Wealth Management, LLC 0.35% Reduce -5.8% 293,526 $14.2M
Rodgers & Associates, LTD 1.67% Add +6.4% 293,536 $14.0M
Focus Financial Network, Inc. 0.56% Add +60.5% 292,171 $14.0M
Petredis Investment Advisors LLC 1.43% Add +8.1% 289,776 $13.9M
PFG Private Wealth Management, LLC 7.82% Add +8.5% 287,322 $13.7M
Inlight Wealth Management, LLC 7.94% — 287,055 $13.7M
Riversedge Advisors, LLC 3.10% Add +1.4% 286,398 $13.7M
Montis Financial, LLC 4.22% Add +4.6% 286,009 $13.7M
Advisors Capital Management, LLC 0.22% Add +3.0% 285,767 $13.7M
HT Partners LLC 4.64% Reduce -13.2% 285,594 $13.7M
Wind River Trust Co 5.36% Reduce -5.5% 285,233 $13.6M
Marathon Mission, Inc. 9.25% Add +3.7% 284,069 $13.6M
Cambridge Capital Management, LLC 8.63% Add +4.3% 281,582 $13.5M
Discipline Wealth Solutions, LLC 6.22% Add +15.9% 280,762 $13.4M
Capasso Planning Partners LLC 5.36% Reduce -11.8% 280,365 $13.4M
Texas Capital Bank Wealth Management Services Inc 1.37% Reduce -18.9% 279,442 $13.4M
Nwam LLC 0.82% Add +2.1% 278,071 $13.3M
MBM Wealth Consultants, LLC 3.96% Add +3.6% 278,588 $13.3M
Bradley Foster & Sargent Inc. 0.22% Add +1.4% 276,919 $13.2M
Applied Capital LLC 6.80% Add +0.7% 276,756 $13.2M
Penney Financial, LLC 8.86% Add +3.9% 276,148 $13.2M
Bailard, Inc. 0.34% Add +14.8% 275,568 $13.2M
Nadler Financial Group, Inc. 1.39% Add +0.5% 275,217 $13.2M
Rialto Wealth Management, LLC 4.30% — 272,274 $13.0M
CoreCap Advisors, LLC 0.59% Add +10.3% 271,716 $13.0M
One Day In July LLC 1.36% Add +2.6% 271,271 $13.0M
Clearstead Advisors, LLC 0.20% Add +7.4% 271,238 $13.0M
Cherry Tree Wealth Management, LLC 3.19% Reduce -0.2% 269,602 $12.9M
Wealth Management Strategies, Inc. 9.83% — 268,841 $12.9M
Topsail Wealth Management, LLC 2.74% — 268,573 $12.8M
CW Advisors, LLC 0.18% Add +7.1% 267,964 $12.8M
RFG Advisory, LLC 0.36% Add +5.8% 267,918 $12.8M
Integrity Wealth Solutions LLC 7.14% Add +5.7% 266,675 $12.8M
Drucker Wealth 3.0, LLC 2.94% Add +5.2% 266,349 $12.7M
Smith, Moore & Co. 1.16% Add +0.6% 265,515 $12.7M
Smith & Howard Wealth Management, LLC 3.59% Add +4.4% 265,375 $12.7M
Battery Global Advisors, LLC 6.76% Add +12.3% 264,500 $12.6M
Kearns & Associates LLC 8.17% Add +3.7% 264,383 $12.6M
Lazard Asset Management LLC 0.02% Add +307.9% 263,935 $12.6M
Mittelman Wealth Management 11.63% Reduce -32.9% 261,338 $12.5M
Retirement Wealth Solutions LLC 10.52% — 261,758 $12.4M
Sterling Wealth Management, Inc. 4.58% Add +6.4% 259,312 $12.4M
Wooster Corthell Wealth Management, Inc. 2.70% Reduce -0.1% 259,076 $12.4M
Tilson Financial Group, Inc. 5.05% Add +5.3% 258,603 $12.4M
Ade, LLC 7.58% Add +8.9% 258,329 $12.4M
Payne Capital Management, LLC 5.32% — 257,968 $12.3M
Warner Financial, Inc. 5.30% Add +1.7% 257,836 $12.3M
CFS Investment Advisory Services, LLC 1.10% Add +12.4% 257,279 $12.3M
FMA Wealth Management, LLC 9.15% Add +0.8% 257,187 $12.3M
O'shaughnessy Asset Management, LLC 0.10% Add +0.5% 256,727 $12.3M
Gordian Advisors LLC 9.71% Add +6.4% 256,489 $12.3M
McMorgan & Co. LLC 1.88% New 254,577 $12.2M
Waterloo Capital, L.P. 1.28% Add +3.2% 254,234 $12.2M
Hillcrest Wealth Advisors - NY, LLC 5.73% Add +8.4% 252,283 $12.1M
Rinkey Investments 3.86% Add +102.2% 251,958 $12.0M
YANKCOM Partnership 6.44% — 251,844 $12.0M
Whitegate Investment Counselors, Inc. 4.10% Reduce -25.0% 250,390 $12.0M
Omnia Family Wealth, LLC 4.93% Add +9.3% 249,676 $11.9M
5th Street Advisors, LLC 6.21% Add +0.4% 249,611 $11.9M
Moller Wealth Partners 3.13% Add +2.6% 249,128 $11.9M
Ariel Investments 0.13% New 249,089 $11.9M
Kings Path Partners LLC 5.05% Add +4.3% 247,121 $11.8M
Towerpoint Wealth, LLC 5.79% Reduce -2.8% 247,005 $11.8M
Bristlecone Advisors, LLC 0.91% Add +0.3% 244,419 $11.7M
Brighton Jones LLC 0.34% Add +79.2% 243,622 $11.6M
Ausdal Financial Partners, Inc. 1.01% Add +8.3% 243,384 $11.6M
Crestmont Private Wealth LLC 5.21% Add +4.3% 242,048 $11.6M
Hiley Hunt Wealth Management 6.42% Add +7.6% 241,885 $11.6M
Breed's Hill Capital LLC 6.02% Add +185.8% 240,724 $11.5M
Agilis Partners LLC 3.46% Add +4.5% 240,338 $11.5M
Central Bank & Trust Co. 1.73% Add +0.0% 238,476 $11.4M
Gill Capital Partners, LLC 4.08% Add +4.1% 237,841 $11.4M
BNP Paribas Financial Markets 0.01% Add +7195.9% 237,481 $11.4M
Signal Tree Financial Partners LLC 13.31% — 237,217 $11.3M
Asset Allocation Strategies LLC 2.73% Add +53.4% 223,056 $11.3M
Great Valley Advisor Group, Inc. 0.25% Add +2.7% 235,566 $11.3M
Hobart Private Capital, LLC 2.78% Add +4.4% 234,067 $11.2M
Signature Estate & Investment Advisors LLC 0.28% Add +1.9% 234,037 $11.2M
Ashton Thomas Securities, LLC 3.07% Add +2.4% 233,629 $11.2M
Halbert Hargrove Global Advisors, LLC 0.63% Reduce -1.3% 233,179 $11.2M
Amara Financial, Llc. 10.29% Add +19.1% 233,148 $11.1M
Epacria Capital Partners, LLC 9.49% No change 233,000 $11.1M
Wealth Alliance Advisory Group, LLC 2.35% Add +1.7% 232,351 $11.1M
White Wing Wealth Management 8.21% Add +4.8% 230,849 $11.0M
CSM Advisors, LLC 0.52% Reduce -9.3% 230,560 $11.0M
AQR Capital Management 0.01% Add +58.9% 230,182 $11.0M
Seven Post Investment Office LP 4.21% Add +1.5% 230,137 $11.0M
HB Wealth Management, LLC 0.11% Add +23.9% 229,526 $11.0M
Ieq Capital, LLC 0.11% Add +66.8% 229,279 $11.0M
Barrow Hanley Mewhinney & Strauss LLC 0.04% New 229,169 $11.0M
Values Added Financial LLC 6.30% Reduce -4.6% 227,812 $10.9M
Future You Wealth LLC 7.69% — 227,132 $10.9M
Concurrent Investment Advisors, LLC 0.29% Add +2.2% 227,092 $10.9M
Precedent Wealth Partners, LLC 3.54% Add +3.3% 226,988 $10.9M
Tenon Financial LLC 7.02% Reduce -2.0% 227,131 $10.8M
Strategic Financial Concepts, LLC 2.08% Add +23.3% 226,653 $10.8M
Rareview Capital LLC 7.82% Add +5.3% 204,750 $10.8M
Per Stirling Capital Management, LLC. 1.53% Add +1.7% 225,788 $10.8M
Chesley Taft & Associates LLC 0.50% Add +0.7% 225,635 $10.8M
AllSquare Wealth Management LLC 6.20% Reduce -1.5% 225,394 $10.8M
Martel Wealth Advisors LLC 2.10% Reduce -2.7% 224,625 $10.7M
Fairway Wealth LLC 4.83% Add +1.2% 224,378 $10.7M
Oppenheimer & Co. Inc. 0.16% Add +4.2% 221,944 $10.6M
InvesTrust 2.93% — 220,470 $10.5M
Cape Cod Five Cents Savings Bank 0.94% No change 199,278 $10.5M
Ebor Charitable Trust 22.27% Reduce -3.2% 219,629 $10.5M
Fca Corp. 3.27% Add +2.2% 218,993 $10.5M
Unconventional Investor, LLC 6.30% Add +2.2% 218,190 $10.4M
Lodestar Private Asset Management LLC 1.30% Reduce -0.3% 217,901 $10.4M
IFG Advisors, LLC 2.07% Add +3.0% 217,598 $10.4M
Gould Capital, LLC 7.22% Reduce -0.3% 217,105 $10.4M
Ashton Thomas Private Wealth, LLC 0.40% Add +8.0% 216,231 $10.3M
SignalPoint Asset Management, LLC 2.51% Add +48.6% 215,758 $10.3M
Aerodigm Wealth, LLC 6.04% Reduce -2.5% 211,568 $10.1M
VCI Wealth Management LLC 4.28% Add +8.4% 210,914 $10.1M
Auour Investments LLC 3.52% Add +2.2% 201,772 $10.1M
Evercore Wealth Management, LLC 0.15% Add +1.9% 210,486 $10.1M
Gutierrez Wealth Advisory, LLC 8.27% — 209,696 $10.0M
Snowden Capital Advisors LLC 0.31% Add +1.8% 209,657 $10.0M
Horizons Wealth Management 7.74% Add +0.8% 208,612 $10.0M
Eagle Bay Advisors LLC 6.27% Reduce -4.3% 208,466 $10.0M
Objectivity Squared, LLC 6.90% Add +4.5% 208,916 $9.9M
Matrix Asset Advisors Inc. 1.08% Add +14.8% 207,181 $9.9M
First Manhattan Co. Llc. 0.03% Add +5.7% 206,338 $9.9M
Frisco Financial Planning LLC 9.68% — 204,854 $9.8M
FF Advisors,LLC 6.68% Reduce -4.6% 194,664 $9.7M
Safeguard Financial, LLC 2.11% Reduce -7.6% 203,058 $9.7M
Sterling Group Wealth Management, LLC 5.01% Reduce -1.7% 201,841 $9.7M
Gould Asset Management LLC 2.01% Add +24.5% 199,809 $9.6M
Symmetry Partners, LLC 1.36% Add +24.8% 199,496 $9.5M
Advisor OS, LLC 1.10% Reduce -33.5% 199,299 $9.5M
First Citizens Bank & Trust Co. 0.17% Add +9.1% 199,122 $9.5M
SBI Securities Co., Ltd. 0.29% — 198,479 $9.5M
OneDigital Investment Advisors LLC 0.11% Add +3.2% 198,178 $9.5M
Interactive Financial Advisors, Inc. 4.96% Add +3.4% 197,903 $9.5M
Clarity Wealth Development LLC 10.27% — 189,452 $9.5M
Johnson Bixby & Associates, LLC 1.44% Reduce -11.6% 196,697 $9.4M
Camden National Bank 1.41% Add +5.5% 196,419 $9.4M
Lansing Street Advisors 3.27% Add +12.8% 196,322 $9.4M
K2 Financial Inc. 9.32% — 197,836 $9.4M
1834 Investment Advisors Co. 1.19% Reduce -9.2% 195,919 $9.4M
WESCAP Management Group, Inc. 2.27% Add +3.5% 195,856 $9.4M
Mondrian Investment Partners LTD 0.15% Reduce -23.3% 187,243 $9.4M
Opus Capital Group, LLC 1.19% Add +5.7% 195,421 $9.3M
BKM Wealth Management, LLC 3.83% Add +2.0% 195,252 $9.3M
Forbes Financial Planning, Inc. 4.50% Add +0.3% 194,225 $9.3M
Nisa Investment Advisors, LLC 0.04% No change 193,780 $9.3M
Goldstone Financial Group, LLC 1.45% Add +8.2% 193,328 $9.2M
Jmac Enterprises LLC 1.45% Add +7.2% 192,807 $9.2M
Norris Perne & French LLP 0.67% Reduce -23.9% 192,653 $9.2M
Elevated Capital Advisors, LLC 2.51% Add +6.7% 192,444 $9.2M
Birchbrook, Inc. 5.23% Add +1.8% 192,353 $9.2M
Centerline Wealth Advisors, LLC 5.39% — 192,069 $9.2M
Axxcess Wealth Management, LLC 0.23% Add +14.1% 192,149 $9.2M
Investment Partners, LTD. 3.78% Add +11.6% 191,734 $9.2M
AE Wealth Management LLC 0.08% Reduce -4.7% 191,176 $9.1M
Quattro Financial Advisors LLC 2.36% Reduce -0.8% 184,622 $9.1M
Highview Capital Management LLC 3.51% Add +3.4% 190,918 $9.1M
Okabena Investment Services Inc. 2.52% Add +21.8% 189,977 $9.1M
Staley Capital Advisers Inc. 0.40% Reduce -20.8% 188,742 $9.0M
Marshall Financial Group Inc. 2.76% Add +0.1% 188,704 $9.0M
Apollon Wealth Management, LLC 0.21% Add +40.8% 188,693 $9.0M
CBIZ Investment Advisory Services, LLC 0.45% Add +3.8% 188,498 $9.0M
Integrated Advisors Network LLC 0.43% Add +2.4% 188,318 $9.0M
Consolidated Portfolio Review Corp 1.42% Add +5.1% 187,352 $9.0M
Aurelius Family Office LLC 4.52% — 187,302 $9.0M
CGN Advisors LLC 0.87% Add +8.1% 186,421 $8.9M
Dorsey & Whitney Trust CO LLC 0.49% Add +108.4% 185,913 $8.9M
Manske Wealth Management 3.51% — 184,801 $8.8M
Trust Co of the South 1.80% Add +14.7% 184,416 $8.8M
Rockbridge Investment Management, LCC 1.12% Reduce -4.0% 182,997 $8.8M
NewEdge Wealth, LLC 0.15% Reduce -1.4% 182,836 $8.7M
Dynasty Wealth Management, LLC 0.15% Add +3.2% 182,253 $8.7M
First National Bank of Omaha 0.57% Reduce -1.7% 182,250 $8.7M
Tarbox Family Office, Inc. 1.44% Add +0.1% 181,998 $8.7M
RiverGlades Family Offices LLC 6.21% Add +0.9% 181,797 $8.7M
Maripau Wealth Management LLC 5.13% Add +66.8% 180,908 $8.7M
Vise Technologies, Inc. 0.72% Add +14.7% 180,852 $8.6M
Integrated Investment Consultants, LLC 1.78% Add +0.1% 180,498 $8.6M
Avant Financial Advisors LLC 7.88% — 179,338 $8.6M
Bessemer Group Inc. 0.01% Reduce -15.4% 179,276 $8.6M
Etesian Wealth Advisors, Inc. 3.79% Add +1.8% 179,092 $8.6M
Vident Advisory, LLC 0.15% Reduce -19.9% 178,908 $8.6M
First Heartland Consultants, Inc. 0.88% Add +12.0% 178,801 $8.6M
Mission Hills Financial Advisory, LLC 6.63% Add +15.1% 178,687 $8.5M
Von Berge Wealth Management Group, LLC 5.16% Add +4.4% 169,224 $8.5M
Fifth Third Securities, Inc. 0.72% Add +3.5% 177,767 $8.5M
Monument Group Wealth Advisors, LLC 6.00% Reduce -7.4% 177,358 $8.5M
Trace Wealth Advisors, LLC 7.56% — 176,327 $8.4M
Ascent Group, LLC 0.63% Reduce -4.6% 175,907 $8.4M
Parsons Capital Management Inc. 0.46% Reduce -0.8% 175,880 $8.4M
New Hampshire Trust 1.75% Add +20.3% 173,827 $8.3M
Stonehearth Capital Management, LLC 3.32% Add +4.7% 173,372 $8.3M
Waller Financial Planning Group, Inc. 2.08% Add +1.3% 172,761 $8.3M
Tortoise Investment Management, LLC 0.87% Reduce -2.7% 172,553 $8.3M
BluePointe Capital Management, LLC 4.71% Add +83.8% 172,050 $8.2M
Global Strategic Investment Solutions, LLC 0.96% Reduce -9.0% 171,617 $8.2M
Shotwell Rutter Baer Inc 6.89% Add +4.4% 171,984 $8.2M
Schneider Downs Wealth Management Advisors, LP 1.54% Add +6.1% 170,820 $8.2M
First Bancorp, Inc 5.58% Add +2.0% 170,577 $8.2M
IFP Advisors, Inc 0.27% Add +9.3% 169,897 $8.1M
Hilltop Wealth Advisors, LLC 4.09% Reduce -1.1% 168,983 $8.1M
Frank, Rimerman Advisors LLC 0.59% Reduce -0.8% 168,831 $8.1M
Roth Financial Partners LLC 3.21% Add +3.1% 168,499 $8.1M
Sunesis Advisors, LLC 4.88% Add +3.1% 168,029 $8.0M
Trust Co. of Vermont 0.39% Add +4.3% 167,561 $8.0M
PFW Advisors LLC 2.46% — 167,199 $8.0M
Rosenberg Matthew Hamilton 2.07% Add +5.3% 166,743 $8.0M
Cadence Bank 0.54% Add +6.5% 166,206 $7.9M
Prosperity Consulting Group, LLC 0.60% Reduce -6.6% 166,061 $7.9M
DBK Financial Counsel, LLC 7.96% Add +0.3% 165,224 $7.9M
Paulson Wealth Management Inc. 2.15% Reduce -6.2% 164,762 $7.9M
Newport Capital Group, LLC 5.76% Add +1.7% 163,510 $7.8M
Kraft, Davis & Associates, LLC 2.23% Reduce -7.6% 153,781 $7.8M
Black Diamond Financial, LLC 1.16% Add +9.7% 161,503 $7.7M
Northeast Investment Management 0.34% Reduce -5.9% 161,467 $7.7M
FSB Premier Wealth Management, Inc. 3.08% Reduce -1.9% 160,540 $7.7M
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 7.78% No change 160,036 $7.7M
Becker Capital Management Inc. 0.25% Add +11.9% 159,086 $7.6M
Prudent Man Advisors, LLC 2.77% Reduce -9.2% 153,396 $7.6M
Security Financial Services, INC. 1.54% Add +3.3% 158,596 $7.6M
Michelson Medical Research Foundation, Inc. 6.34% Reduce -56.2% 158,160 $7.6M
American Investment Services, Inc. 1.34% Add +3.7% 158,137 $7.6M
Pitcairn Co. 0.44% Add +0.4% 157,132 $7.5M
Avidian Wealth Enterprises, LLC 0.33% Add +11.2% 155,864 $7.5M
Peninsula Wealth, LLC 1.27% Reduce -4.0% 155,325 $7.4M
Plum Street Advisors, LLC 3.66% Add +3.6% 154,937 $7.4M
Sigma Planning Corp 0.23% Add +2.7% 154,190 $7.4M
Roberts Wealth Advisors, LLC 2.24% Reduce -0.1% 152,900 $7.4M
Fonville Wealth Management LLC 2.43% Add +4.8% 153,809 $7.4M
Mycio Wealth Partners, LLC 1.75% Reduce -1.0% 152,712 $7.3M
Windsor Capital Management, LLC 2.16% Reduce -0.7% 151,992 $7.3M
Sandy Cove Advisors, LLC 2.85% Add +1.8% 151,611 $7.3M
Zhang Financial LLC 0.41% Reduce -0.3% 151,363 $7.2M
National Philanthropic Trust 0.10% Add +5.0% 151,304 $7.2M
Silvercrest Asset Management Group LLC 0.05% Reduce -0.4% 151,044 $7.2M
MJP Associates Inc. 1.29% Add +3.6% 150,627 $7.2M
Koshinski Asset Management, Inc. 0.61% Reduce -23.0% 149,442 $7.1M
Cwm, LLC 0.03% Add +18.6% 149,068 $7.1M
Seldon Capital LP 2.92% No change 149,017 $7.1M
Aspiriant, LLC 0.26% Add +2.6% 148,964 $7.1M
BlueSky Wealth Advisors, LLC 1.11% Add +24.4% 148,537 $7.1M
Obermeyer Wealth Partners 0.37% Reduce -2.4% 148,484 $7.1M
Conservest Capital Advisors, Inc. 0.73% Add +0.7% 147,666 $7.1M
MSH Capital Advisors LLC 2.19% Reduce -2.0% 145,399 $7.0M
AlTi Global, Inc. 0.17% Reduce -1.8% 144,175 $6.9M
Waldron Private Wealth LLC 0.28% Add +2.5% 143,746 $6.9M
Campion Asset Management 5.19% Add +4.6% 143,683 $6.9M
Mgo One Seven LLC 0.26% Add +10.4% 143,578 $6.9M
Kitching Partners, LLC 8.74% Add +10.4% 142,337 $6.8M
Centennial Bank 3.19% Add +56.4% 141,911 $6.8M
Elmwood Wealth Management, Inc. 2.73% Reduce -0.7% 141,468 $6.8M
Nations Financial Group Inc, /Ia/ 0.49% Add +1.1% 141,261 $6.8M
Procyon Advisors, LLC 0.43% Add +12.8% 141,138 $6.7M
Atlatl Advisers LLC 3.95% — 140,834 $6.7M
First Financial Corp. 3.13% Add +11.3% 140,662 $6.7M
Manchester Capital Management LLC 0.77% Add +17.3% 139,476 $6.7M
Beacon Financial Strategies CORP 4.45% Add +4.9% 139,339 $6.7M
CVA Family Office, LLC 1.05% Reduce -20.0% 139,116 $6.7M
Enclave Advisors LLC 1.09% Add +61.2% 138,933 $6.6M
Three Bridge Wealth Advisors, LLC 2.31% Add +1420.2% 138,219 $6.6M
Asset Planning Corporation 4.13% Add +0.4% 137,849 $6.6M
Opes Wealth Management LLC 1.35% Add +4.7% 137,616 $6.6M
Topel & Distasi Wealth Management, LLC 2.81% Reduce -0.1% 137,113 $6.6M
Main Street Financial Solutions, LLC 0.64% Add +7.1% 136,494 $6.5M
Manuka Financial, LLC 4.40% — 136,237 $6.5M
Nuveen Asset Management, LLC 0.00% Add +3.6% 136,081 $6.5M
Berkshire Asset Management LLC 0.31% Reduce -0.1% 129,557 $6.5M
Joule Financial, LLC 2.28% Add +4.7% 134,896 $6.5M
Boston Financial Mangement LLC 0.19% Reduce -12.5% 134,762 $6.4M
Cerity Partners OCIO LLC 0.42% No change 133,940 $6.4M
Systelligence, LLC 1.58% Add +22.9% 133,604 $6.4M
Hohimer Wealth Management, LLC 1.21% Reduce -9.6% 133,428 $6.4M
Arcus Capital Partners, LLC 2.02% Add +1.8% 127,022 $6.4M
BlackRock, Inc. 0.00% Add +870.2% 132,040 $6.3M
Associated Banc-Corp 0.19% Add +5.9% 131,994 $6.3M
Fidelis Capital Partners, LLC 0.63% Add +78.0% 127,920 $6.3M
Arete Wealth Advisors, LLC 0.45% Reduce -10.2% 131,672 $6.3M
Veery Capital, LLC 2.41% Reduce -50.6% 131,493 $6.3M
Quadrature Capital Ltd 0.13% New 131,408 $6.3M
Coastline Trust Co 0.73% Reduce -0.6% 130,766 $6.3M
Compton Wealth Advisory Group, LLC 1.61% Reduce -2.0% 130,272 $6.2M
GenTrust, LLC 0.27% Add +1.8% 130,025 $6.2M
Brandywine Trust Co. 0.98% No change 129,767 $6.2M
Algorithmic Investment Models, LLC 4.77% Add +4.5% 129,467 $6.2M
Cary Street Partners Financial LLC 0.20% — 147,676 $6.2M
Headinvest, LLC 1.17% Reduce -2.8% 129,118 $6.2M
McAdam, LLC 0.34% Add +10.6% 129,091 $6.2M
Jim Saulnier & Associates, LLC 5.31% Add +34.6% 128,574 $6.1M
McNaughton Wealth Management, LLC 2.96% Add +0.4% 128,443 $6.1M
Grove Street Fiduciary, LLC 3.21% — 127,841 $6.1M
VSM Wealth Advisory, LLC 2.18% — 127,762 $6.1M
Liberty Capital Management, Inc. 1.35% Add +1.2% 127,700 $6.1M
McNamara Financial Services, Inc. 1.43% Reduce -1.4% 127,290 $6.1M
Ancora Advisors LLC 0.14% Add +7.1% 126,803 $6.1M
Twin Focus Capital Partners, LLC 0.90% Reduce -2.5% 126,724 $6.1M
Sebold Capital Management, Inc. 4.02% Add +5.6% 125,468 $6.0M
Jacobi Capital Management LLC 0.45% Add +2.1% 125,405 $6.0M
RS Crum Inc. 1.48% Reduce -1.5% 125,060 $6.0M
Eclectic Associates Inc. 1.77% Add +17.9% 125,017 $6.0M
Harding Loevner LP 0.04% Add +210.7% 124,980 $6.0M
Private Capital Management LLC 1.19% Add +0.8% 124,908 $6.0M
Verus Wealth Management, LLC 6.68% — 124,544 $6.0M
CWA Asset Management Group, LLC 0.30% Add +11.6% 124,460 $6.0M
Revolve Wealth Partners, LLC 0.87% Add +47.3% 123,485 $5.9M
RHS Financial, LLC 3.05% Add +8.7% 123,370 $5.9M
Aveo Capital Partners, LLC 0.64% Reduce -0.5% 122,807 $5.9M
Smartleaf Asset Management LLC 0.60% Add +4.9% 122,174 $5.8M
Broadview Financial Management, LLC 4.13% Add +1.3% 120,860 $5.8M
Fiduciary Advisors, Inc. 5.81% — 120,752 $5.8M
Sound Stewardship, LLC 3.43% Add +4.0% 120,545 $5.8M
Fairman Group, LLC 4.74% Add +1.8% 120,470 $5.8M
Corrigan Financial, Inc. 1.32% Add +5.7% 120,391 $5.8M
Creative Financial Designs Inc. 0.47% Reduce -17.2% 120,090 $5.7M
Farrell Financial LLC 4.10% Add +0.9% 120,032 $5.7M
Emprise Bank 3.24% Add +29.2% 120,020 $5.7M
Journey Beyond Wealth, LLC 5.39% — 119,879 $5.7M
Roundview Capital LLC 0.40% Reduce -1.6% 119,688 $5.7M
Private Portfolio Partners LLC 1.05% Add +2.8% 118,997 $5.7M
Resolute Advisors LLC 1.14% Add +6.9% 118,330 $5.7M
Brandywine Oak Private Wealth LLC 0.55% Add +9.7% 118,145 $5.6M
Walkner Condon Financial Advisors LLC 1.14% Reduce -3.8% 117,548 $5.6M
PAX Financial Group, LLC 1.00% Add +0.1% 116,694 $5.6M
BSW Wealth Partners 0.82% Add +23.7% 116,478 $5.6M
Haverford Trust Co 0.06% Reduce -5.4% 116,337 $5.6M
Hughes Financial Services, LLC 1.14% — 116,299 $5.6M
Clarity Capital Advisors, LLC 3.72% Add +3.2% 116,002 $5.5M
World Equity Group, Inc. 1.19% Add +208.3% 115,610 $5.5M
Nicolet Bankshares Inc. 1.08% Add +2.9% 115,186 $5.5M
Traction Financial Partners, LLC 4.25% Reduce -0.7% 114,346 $5.5M
Avestar Capital, LLC 0.50% Reduce -6.6% 114,340 $5.5M
CoreFirst Bank & Trust 3.24% Add +8.8% 114,092 $5.5M
Sachem Hill LLC 1.14% Add +0.0% 114,079 $5.5M
Stillwater Capital Advisors, LLC 0.67% Reduce -1.7% 113,242 $5.4M
Creekside Partners 2.80% Add +1.1% 113,149 $5.4M
Western Wealth Management, LLC 0.29% Add +0.3% 113,038 $5.4M
Encompass Wealth Advisors, LLC 2.18% Add +1.0% 112,870 $5.4M
First PREMIER Bank 1.37% Reduce -1.3% 112,392 $5.4M
LifeGuide Financial Advisors, LLC 2.30% Add +10.4% 111,892 $5.4M
Savvy Advisors, Inc. 0.64% Reduce -1.7% 111,850 $5.3M
Curi Capital, LLC 0.12% Reduce -6.8% 111,554 $5.3M
Meridian Wealth Advisors, LLC 0.88% Add +4.7% 111,468 $5.3M
Checchi Capital Advisers, LLC 0.40% Add +0.5% 111,254 $5.3M
Elite Life Management LLC 15.72% Add +11.6% 111,002 $5.3M
JT Stratford LLC 0.87% Add +2.2% 110,804 $5.3M
Narus Financial Partners, LLC 1.79% Add +23.1% 110,652 $5.3M
Chicago Partners Investment Group LLC 0.18% Reduce -2.0% 109,545 $5.3M
Rothschild Wealth LLC 1.54% Add +2145.8% 110,379 $5.3M
Taylor Hoffman Capital Management LLC 1.91% Add +0.3% 110,102 $5.3M
Forefront Analytics, LLC 2.42% Reduce -43.9% 108,783 $5.2M
Silver Oak Securities, Incorporated 0.48% Add +3.0% 108,776 $5.2M
Fiducient Advisors LLC 0.64% Add +6.6% 108,203 $5.2M
SVB Wealth LLC 0.10% New 107,587 $5.1M
Crescent Grove Advisors, LLC 0.51% Reduce -5.4% 107,098 $5.1M
Private Trust Co. NA 0.52% Reduce -12.6% 106,430 $5.1M
Tamar Securities, LLC 0.70% Add +13.1% 105,747 $5.1M
Titleist Asset Management, LLC 0.58% Add +55.9% 105,645 $5.1M
ICONIQ Capital, LLC 0.08% Add +1.5% 105,294 $5.0M
Wincap Financial LLC 5.12% — 105,072 $5.0M
Bearing Point Capital, LLC 1.05% — 104,767 $5.0M
Csenge Advisory Group 0.27% Reduce -1.8% 104,261 $5.0M
Mitchell McLeod Pugh & Williams Inc. 1.05% Add +4.8% 104,170 $5.0M
NorthStar Asset Management LLC 3.16% Add +4.6% 103,766 $5.0M
Marathon Strategic Advisors, LLC 5.36% Reduce -0.1% 103,643 $5.0M
Mayflower Financial Advisors, LLC 0.74% Reduce -5.5% 103,475 $4.9M
DDFG, Inc 1.42% Reduce -0.5% 103,128 $4.9M
Capital Asset Advisory Services LLC 0.24% Add +10.5% 102,702 $4.9M
Gradient Capital Advisors, LLC 1.59% Add +9.7% 103,069 $4.9M
TPG Advisors LLC 3.85% Add +2.7% 102,991 $4.9M
Certified Advisory Corp 0.53% Add +1.1% 102,799 $4.9M
Northland Capital Management LLC 3.64% Reduce -8.1% 102,751 $4.9M
Graves Light Lenhart Wealth, Inc. 0.61% Add +2.7% 102,720 $4.9M
Rehmann Capital Advisory Group 0.31% Add +2.5% 102,440 $4.9M
Blue Investment Partners LLC 1.79% Add +6.9% 102,162 $4.9M
Phoenix Wealth Advisors 2.12% Add +6.4% 102,134 $4.9M
Teachers Insurance & Annuity Association of America 6.43% Reduce 0.0% 101,836 $4.9M
Kingsview Wealth Management, LLC 0.09% Reduce -4.6% 101,786 $4.9M
Cidel Asset Management Inc. 0.33% No change 101,546 $4.9M
Bank of New Hampshire 1.25% Reduce -1.8% 101,535 $4.9M
Stratos Investment Management, LLC 0.29% Reduce -33.3% 100,696 $4.8M
HRT Financial LP 0.02% Add +325.2% 100,580 $4.8M
Tradition Wealth Management, LLC 0.42% Add +2.7% 100,541 $4.8M
Sentinel Trust Co. Lba 0.55% Reduce -0.7% 100,406 $4.8M
Motley Fool Wealth Management, LLC 0.25% Add +13.2% 100,607 $4.8M
Naples Global Advisors, LLC 0.45% Add +4.3% 100,346 $4.8M
Turtle Creek Wealth Advisors, LLC 1.10% Add +82.2% 99,872 $4.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.14% Reduce -30.9% 99,744 $4.8M
Financial Insights, Inc. 1.84% Reduce -29.2% 99,388 $4.8M
Bray Capital Advisors 1.29% Reduce -8.4% 99,340 $4.8M
Foundations Investment Advisors, LLC 0.09% Add +1.4% 99,273 $4.7M
Sagace Wealth Management LLC 3.53% Add +261.4% 98,479 $4.7M
Carolinas Wealth Consulting LLC 0.92% Reduce -10.1% 97,876 $4.7M
Fort Sheridan Advisors LLC 0.68% Add +1.2% 97,448 $4.7M
Fortis Advisors, LLC 3.05% Reduce -10.8% 97,107 $4.6M
Park Place Capital Corp 1.30% Add +175.0% 96,944 $4.6M
Bluestem Financial Advisors, LLC 2.17% Add +0.5% 96,448 $4.6M
Callan Family Office, LLC 0.29% Add +26.0% 96,079 $4.6M
Stewardship Advisors, LLC 1.27% Add +7.1% 95,505 $4.6M
Kentucky Farm Bureau Mutual Insurance Co 1.02% No change 95,000 $4.5M
St Germain D J Co. Inc. 0.21% Add +1.4% 94,808 $4.5M
Baker Boyer National Bank 1.57% Add +3.4% 94,745 $4.5M
Smithfield Trust Co 0.23% Add +0.1% 94,831 $4.5M
Fulton Breakefield Broenniman LLC 0.32% Add +0.0% 94,262 $4.5M
Buck Wealth Strategies, LLC 0.94% Add +77.3% 94,130 $4.5M
Stone Summit Wealth LLC 1.51% Reduce -0.5% 93,949 $4.5M
Steel Grove Capital Advisors, LLC 0.63% Reduce -20.0% 93,833 $4.5M
Grey Ledge Advisors, LLC 1.15% Reduce -1.1% 93,451 $4.5M
Prime Capital Investment Advisors, LLC 0.06% Add +0.5% 93,393 $4.5M
Redwood Investment Management, LLC 0.43% Add +4.9% 93,263 $4.5M
Stark Wealth Management LLC 3.28% — 93,084 $4.5M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.67% Add +0.7% 92,812 $4.4M
Moors & Cabot, Inc. 0.21% Add +10.0% 92,536 $4.4M
Wood Tarver Financial Group, LLC 1.47% — 91,757 $4.4M
Bestgate Wealth Advisors, LLC 8.79% — 91,630 $4.4M
Pine Valley Investments Ltd Liability Co 0.29% Add +34.5% 91,548 $4.4M
Trevian Wealth Management LLC 3.23% Add +8.4% 91,449 $4.4M
Life Planning Partners, Inc 4.04% Add +0.8% 91,398 $4.4M
EPIQ Capital Group, LLC 1.14% Reduce -2.8% 91,061 $4.4M
Cutler Investment Counsel LLC 0.54% Add +11.9% 91,012 $4.4M
FFT Wealth Management LLC 0.33% Reduce -48.0% 90,680 $4.3M
Old North State Trust, LLC 2.75% Add +316.9% 90,547 $4.3M
W.H. Cornerstone Investments Inc. 2.89% Reduce -0.4% 90,402 $4.3M
Alley Investment Management Company, LLC 0.54% Add +0.3% 89,767 $4.3M
Cypress Wealth Services, LLC 0.86% Reduce -0.2% 89,725 $4.3M
Nottingham Advisors, Inc. 0.54% Reduce -4.4% 89,383 $4.3M
LVW Advisors, LLC 0.52% Add +9.5% 89,364 $4.3M
Sensible Financial Planning & Management, LLC. 0.89% Reduce -1.0% 89,336 $4.3M
FC Advisory LLC 1.42% Add +1.5% 88,687 $4.2M
Trek Financial, LLC 0.32% Add +1.5% 88,636 $4.2M
Diversify Advisory Services, LLC 0.23% Reduce -13.3% 88,866 $4.2M
MidAtlantic Capital Management, Inc. 3.09% Reduce -0.6% 88,276 $4.2M
Ameritas Advisory Services, LLC 0.15% Add +12.1% 88,193 $4.2M
Texas Capital Bancshares Inc 1.69% Add +17.8% 87,698 $4.2M
Nabity-Jensen Investment Management Inc 3.16% Reduce -0.9% 87,515 $4.2M
Single Point Partners, LLC 0.96% New 87,195 $4.2M
DAVENPORT & Co LLC 0.02% Add +5.1% 87,191 $4.2M
Wescott Financial Advisory Group, LLC 0.43% Add +5.9% 86,518 $4.1M
Schechter Investment Advisors, LLC 0.32% Add +315.6% 86,293 $4.1M
Deutsche Bank AG 0.00% Reduce -6.0% 86,116 $4.1M
Maia Wealth LLC 0.89% Add +12.5% 82,423 $4.1M
Arq Wealth Advisors, LLC 1.57% Reduce -7.8% 86,038 $4.1M
IHT Wealth Management, LLC 0.13% Reduce -4.1% 85,922 $4.1M
Park National Corp. 0.15% Add +12.3% 85,786 $4.1M
Ironwood Financial, llc 0.85% Add +6.3% 85,211 $4.1M
Shepherd Financial Partners LLC 0.49% Reduce -6.6% 85,172 $4.1M
First National Corp. /Ma/ 0.92% Add +5.7% 84,890 $4.1M
Condor Capital Management 0.36% Reduce -0.6% 84,381 $4.0M
Fifth Third Wealth Advisors LLC 0.22% Add +60.4% 84,319 $4.0M
Columbus Macro, LLC 0.56% Add +7.3% 84,198 $4.0M
Silver Coast Investments LLC 1.52% Add +4.0% 84,174 $4.0M
SouthState Bank Corp 0.26% Reduce -15.8% 83,388 $4.0M
James J. Burns & Company, LLC 0.69% Add +0.9% 83,290 $4.0M
ETF Store, Inc. 4.93% Reduce -29.3% 83,199 $4.0M
Summit Financial Strategies, Inc. 0.44% Reduce -0.1% 83,198 $4.0M
Angeles Investment Advisors, LLC 0.19% Reduce -8.1% 83,047 $4.0M
Retirement Planning Group, LLC 0.20% Add +12.2% 83,029 $4.0M
Capital Analysts, LLC 0.16% Reduce -6.4% 82,172 $3.9M
Bakala Capital LLC 23.60% Add +1.5% 82,053 $3.9M
HM Payson & Co. 0.07% Reduce -9.3% 81,835 $3.9M
Northwest Wealth Management, LLC 0.83% Add +1.4% 81,649 $3.9M
Whipplewood Advisors, LLC 2.20% — 81,095 $3.9M
Parthenon LLC 0.47% Reduce -1.3% 80,976 $3.9M
Arrowroot Family Office, LLC 2.01% Add +6.2% 80,805 $3.9M
Northstar Financial Companies, Inc. 3.60% — 79,464 $3.8M
Wedbush Securities Inc. 0.13% Reduce -7.9% 79,075 $3.8M
Duncan Williams Asset Management, LLC 1.47% New 78,284 $3.7M
Highland Capital Management, LLC 0.21% No change 78,264 $3.7M
Verum Partners LLC 1.07% Reduce -6.3% 77,634 $3.7M
Avos Capital Management, LLC 3.00% — 74,208 $3.7M
Compass Financial Group, Inc. 1.76% Reduce -2.1% 77,129 $3.7M
Opinicus Capital, Inc. 3.10% Reduce -2.3% 77,067 $3.7M
Americana Partners, LLC 0.15% Reduce -2.0% 76,929 $3.7M
Gladstone Institutional Advisory LLC 0.17% Add +3.3% 76,903 $3.7M
Climber Capital SA 3.01% — 76,622 $3.7M
Willis Johnson & Associates, Inc. 0.28% Add +3.4% 76,518 $3.7M
Berger Financial Group, Inc 0.25% Reduce -8.8% 76,289 $3.6M
Oxford Financial Group, LTD. LLC 0.24% Add +168.7% 76,243 $3.6M
Visionary Wealth Advisors 0.21% Add +9.0% 76,190 $3.6M
LifePlan Investment Advisors, Inc. 2.25% Add +10.8% 76,122 $3.6M
Asset Allocation & Management Company, LLC 1.98% No change 75,914 $3.6M
Weinberger Asset Management, Inc 1.51% Add +0.4% 75,818 $3.6M
Financial Advocates Investment Management 0.20% Add +14.5% 75,218 $3.6M
C M Bidwell & Associates Ltd. 2.19% Add +1.2% 75,192 $3.6M
A&I Financial Services, LLC 3.50% — 75,078 $3.6M
BOS Asset Management, LLC 1.29% Reduce -1.6% 74,740 $3.6M
Astra Wealth Partners LLC 3.36% — 74,587 $3.6M
Laraway Financial Advisors Inc 2.74% Add +0.1% 74,352 $3.6M
Stonekeep Investments, LLC 2.62% Add +50.1% 73,708 $3.5M
Florida Trust Wealth Management Co 0.11% Add +27.7% 73,482 $3.5M
Essex Financial Services, Inc. 0.25% Add +2.0% 73,143 $3.5M
Andina Capital Management, LLC 2.83% Add +49.5% 72,633 $3.5M
Warwick Investment Management, Inc. 0.71% Add +7.2% 72,033 $3.4M
Barry Investment Advisors, LLC 1.10% Reduce -3.2% 71,472 $3.4M
Independent Family Office, LLC 1.77% Reduce -0.3% 71,283 $3.4M
MorganRosel Wealth Management, LLC 1.12% Add +0.6% 71,141 $3.4M
Strategent Financial, LLC 3.37% — 71,002 $3.4M
Parr McKnight Wealth Management Group, LLC 0.48% — 70,567 $3.4M
US Financial Advisors, LLC 1.03% Reduce -1.8% 70,186 $3.4M
BridgePort Financial Solutions, LLC 1.52% — 65,759 $3.4M
Van Cleef Asset Management,Inc 0.37% Reduce -0.1% 70,053 $3.3M
Nestegg Advisors, Inc. 3.39% — 67,049 $3.3M
Scott Capital Advisors, LLC 0.96% Add +13.6% 70,596 $3.3M
Diversified Trust Co. 0.08% Add +1.8% 69,663 $3.3M
Baron Wealth Management LLC 1.56% Add +0.5% 69,472 $3.3M
Atlantic Edge Private Wealth Management, LLC 1.03% Add +145.6% 69,298 $3.3M
Allodium Investment Consultants, LLC 2.76% — 69,198 $3.3M
DRW Securities, LLC 0.22% New 68,781 $3.3M
Wesbanco Bank Inc. 0.11% Reduce -9.8% 68,610 $3.3M
TD Private Client Wealth LLC 0.09% Add +18.5% 68,500 $3.3M
Forum Financial Management, LP 0.05% Add +10.5% 68,361 $3.3M
Rockingstone Advisors LLC 1.44% Reduce -23.8% 68,355 $3.3M
Steph & Co. 1.09% Reduce -0.3% 67,789 $3.2M
CogentBlue Wealth Advisors, LLC 2.85% — 67,773 $3.2M
Annis Gardner Whiting Capital Advisors, LLC 0.90% Reduce -1.9% 67,343 $3.2M
VERITY Wealth Advisors 2.32% Add +2.2% 67,157 $3.2M
Gold Investment Management Ltd. 1.35% No change 66,817 $3.2M
Jennison Associates LLC 0.00% Add +72.3% 66,816 $3.2M
Shufro Rose & Co. LLC 0.25% Add +25.7% 66,765 $3.2M
Caldwell Trust Co 0.33% Add +9.5% 66,700 $3.2M
Washington Trust Bank 0.30% Add +15.3% 66,147 $3.2M
Greystone Financial Group, LLC 0.55% Reduce -2.0% 66,140 $3.2M
Foundation Wealth Management, LLC\PA 1.53% — 66,024 $3.2M
Sincerus Advisory, LLC 3.36% — 65,442 $3.1M
Conning Inc. 0.11% No change 65,275 $3.1M
Aegis Wealth Management LLC 2.11% — 65,201 $3.1M
Golden Road Advisors LLC 2.36% Add +1.5% 65,180 $3.1M
Debussy Capital Management LP 0.47% Reduce -17.4% 61,768 $3.1M
Flywheel Private Wealth LLC 2.83% — 64,493 $3.1M
Camelot Technology Advisors, Inc. 2.81% Add +1.2% 64,488 $3.1M
Kingswood Wealth Advisors, LLC 0.23% Add +87.2% 64,062 $3.1M
Brucke Financial, Inc. 2.62% — 61,093 $3.1M
SageView Advisory Group, LLC 0.13% Add +40.0% 63,708 $3.0M
Stock Yards Bank & Trust Co. 0.10% Reduce -21.4% 63,687 $3.0M
Patriot Financial Group Insurance Agency, LLC 0.41% Reduce -4.0% 63,278 $3.0M
Provident Wealth Management, LLC 1.01% Reduce -6.5% 63,278 $3.0M
Marquette Associates, Inc. 2.49% Add +3.3% 62,864 $3.0M
Pachira Investments Inc. 1.84% Add +1.2% 62,821 $3.0M
Highline Wealth Partners LLC 0.98% Add +37.3% 62,733 $3.0M
Perennial Investment Advisors, LLC 0.35% Add +9.3% 62,675 $3.0M
Journey Strategic Wealth LLC 0.11% Reduce -15.6% 62,569 $3.0M
Barrett & Company, Inc. 1.25% Reduce -1.8% 62,058 $3.0M
Gray Private Wealth, LLC 1.77% Add +4.8% 62,031 $3.0M
NorthRock Partners, LLC 0.10% Add +6.8% 62,005 $3.0M
OneAscent Financial Services LLC 0.25% New 61,665 $2.9M
Baker Avenue Asset Management, LP 0.09% Add +6.2% 61,057 $2.9M
Collective Family Office LLC 0.80% Add +1.1% 60,891 $2.9M
Meridian Wealth Management, LLC 0.14% Add +2.7% 60,693 $2.9M
TPG Financial Advisors, LLC 1.26% Add +2.6% 60,524 $2.9M
Echo Wealth Management, LLC 2.00% Reduce -2.0% 60,439 $2.9M
RBF Capital, LLC 0.15% Reduce -20.0% 60,000 $2.9M
Midland Wealth Advisors, LLC 0.17% Add +12.3% 59,852 $2.9M
Morling Financial Advisors, LLC 1.00% Reduce -1.4% 59,714 $2.9M
Great Lakes Advisors, LLC 0.02% Reduce -23.8% 59,532 $2.8M
LMCG Investments, LLC 0.17% Add +1.1% 59,395 $2.8M
SYM FINANCIAL Corp 0.37% Reduce -0.0% 59,363 $2.8M
Stonebridge Financial Planning Group, LLC 1.26% Add +19.9% 59,115 $2.8M
West Bancorporation Inc. 1.85% Reduce -8.3% 58,972 $2.8M
Ascent Capital Management, LLC 2.87% — 58,799 $2.8M
Armbruster Capital Management, Inc. 0.57% Add +12.9% 58,796 $2.8M
Renasant Bank 1.81% Add +202.8% 58,490 $2.8M
First National Trust Co 0.10% Reduce -3.5% 58,426 $2.8M
Quantinno Capital Management LP 0.03% Add +28.1% 58,413 $2.8M
Waters Parkerson & Co., LLC 0.15% Add +3.7% 58,399 $2.8M
Birch Hill Investment Advisors LLC 0.13% Reduce -0.2% 58,268 $2.8M
Sabal Trust CO 0.16% Reduce -36.0% 58,171 $2.8M
RiverFront Investment Group, LLC 0.06% Reduce -6.4% 58,033 $2.8M
Texas Yale Capital Corp. 0.11% Add +28.1% 57,968 $2.8M
NorthLanding Financial Partners, LLC 2.79% Add +2.8% 57,745 $2.8M
Peoples Bank 1.62% Add +0.6% 57,658 $2.8M
StoneX Group Inc. 0.15% Add +25.3% 57,440 $2.7M
LGL Partners, LLC 0.40% Add +1.5% 57,409 $2.7M
Lodestone Wealth Management LLC 1.38% Reduce -0.0% 57,409 $2.7M
Laurel Wealth Planning LLC 1.77% Add +3.5% 57,327 $2.7M
JDM Financial Group LLC 1.42% Reduce -1.1% 57,284 $2.7M
Falcon Wealth Planning 0.31% Add +12.1% 57,278 $2.7M
Greykasell Wealth Strategies, Inc. 1.52% — 57,270 $2.7M
Washington Trust Advisors, Inc. 0.23% Add +0.6% 57,269 $2.7M
Legacy Financial Advisors, Inc. 0.45% Add +31.1% 57,105 $2.7M
Moser Wealth Advisors, LLC 1.42% Add +2.4% 56,977 $2.7M
Cushing Capital Partners, LLC 2.62% — 56,961 $2.7M
Hilltop Holdings Inc. 0.17% Add +4.2% 56,584 $2.7M
Beacon Financial Group 0.29% Reduce -1.7% 56,568 $2.7M
CJM Wealth Advisers, Ltd. 0.91% Add +0.0% 56,557 $2.7M
BancFirst Trust & Investment Management 1.22% Reduce -5.0% 56,442 $2.7M
Swmg, LLC 1.07% Add +1.9% 54,331 $2.7M
Elevation Wealth Partners, LLC 1.13% Add +2792.6% 56,116 $2.7M
ETF Portfolio Partners, Inc. 0.80% Reduce -3.8% 55,843 $2.7M
General Partner, Inc. 1.60% No change 55,579 $2.7M
Sightline Wealth Advisors, LLC 1.43% Add +7.1% 55,442 $2.7M
Charter Oak Capital Management, LLC 0.25% Add +3.0% 55,150 $2.6M
Quartz Partners, LLC 1.60% Reduce -3.0% 55,056 $2.6M
Brown Brothers Harriman & Co. 0.02% Add +85.3% 54,390 $2.6M
Archvest Wealth Advisors, Inc. 1.89% Reduce -48.4% 54,383 $2.6M
PFG Advisors 0.16% Reduce -9.4% 54,320 $2.6M
Evanson Asset Management, LLC 0.18% Add +6.5% 54,276 $2.6M
Cassady Schiller Wealth Management, LLC 0.95% Add +3.5% 54,246 $2.6M
Grove Bank & Trust 0.36% Add +2.6% 54,115 $2.6M
Fortitude Family Office, LLC 0.92% Add +9.8% 53,869 $2.6M
BTC Capital Management, Inc. 0.24% No change 53,551 $2.6M
Security Benefit Life Insurance Co. 0.85% Add +12.6% 53,500 $2.6M
LPWM LLC 0.81% Reduce -0.9% 53,057 $2.5M
Richard P Slaughter Associates Inc 0.57% Add +101.8% 52,854 $2.5M
Sowell Financial Services LLC 0.13% Add +32.1% 52,542 $2.5M
Bangor Savings Bank 0.24% Reduce -1.0% 52,519 $2.5M
SOL Capital Management CO 0.28% No change 52,490 $2.5M
Essex Bank 0.62% Reduce -0.5% 52,075 $2.5M
William Mack & Associates, Inc. 2.61% — 52,057 $2.5M
Castle Wealth Management LLC 0.98% Add +2.1% 52,000 $2.5M
Rappaport Reiches Capital Management, LLC 0.64% Add +2.6% 51,927 $2.5M
Sherman Asset Management, Inc. 2.25% — 51,438 $2.5M
Avantax Planning Partners, Inc. 0.09% Reduce -7.0% 51,330 $2.5M
Mission Creek Capital Partners, Inc. 0.53% Add +15.9% 51,208 $2.4M
Prospera Financial Services Inc 0.06% Add +1.7% 50,973 $2.4M
Bartlett & Co. Wealth Management LLC 0.04% Add +0.2% 50,932 $2.4M
Wintrust Investments LLC 2.14% Reduce -6.0% 50,886 $2.4M
Evergreen Capital Management LLC 0.08% Reduce -5.5% 50,743 $2.4M
C2C Wealth Management, LLC 2.25% Reduce -1.2% 50,742 $2.4M
U.S. Capital Wealth Advisors, LLC 0.08% Add +3.4% 50,680 $2.4M
RTD Financial Advisors, Inc. 0.31% Reduce -3.7% 50,587 $2.4M
Thoroughbred Financial Services, LLC 0.15% Add +3.3% 50,583 $2.4M
Burling Wealth Partners, LLC 0.49% — 49,892 $2.4M
Archford Capital Strategies, LLC 0.36% Add +4.0% 49,885 $2.4M
Hutchens & Kramer Investment Management Group, LLC 1.29% Add +9.7% 49,820 $2.4M
Compass Ion Advisors, LLC 0.28% Reduce -1.6% 49,794 $2.4M
May Hill Capital, LLC 0.92% — 49,674 $2.4M
Prospera Capital Management, LLC 1.73% — 49,358 $2.4M
Kovack Advisors, Inc. 0.23% Add +1.6% 49,392 $2.4M
Squire Investment Management Company, LLC 1.04% Add +12.1% 49,249 $2.4M
N.E.W. Advisory Services LLC 0.22% Add +11.9% 49,152 $2.4M
Courier Capital LLC 0.16% Reduce -5.8% 49,074 $2.3M
Compass Capital Corp. /Ma/ 0.91% — 48,883 $2.3M
Cornerstone Wealth Management, LLC 0.16% Add +6.4% 48,748 $2.3M
Maryland Capital Advisors Inc. 1.08% Reduce -0.1% 48,497 $2.3M
RKL Wealth Management LLC 0.21% Add +274.9% 48,450 $2.3M
Nova R Wealth, Inc. 1.17% Add +1.8% 48,395 $2.3M
Riverview Trust Co 2.11% No change 48,354 $2.3M
Firestone Capital Management 0.57% Reduce -2.0% 48,322 $2.3M
Watershed Private Wealth LLC 0.90% Reduce -5.8% 48,141 $2.3M
Soltis Investment Advisors LLC 0.21% Reduce -1.2% 48,039 $2.3M
Global Endowment Management, LP 0.29% Reduce -4.0% 48,000 $2.3M
Quadrant Capital Group LLC 0.16% Add +23.1% 47,994 $2.3M
Evermay Wealth Management LLC 0.35% Reduce -0.7% 47,787 $2.3M
Arbor Wealth Advisors LLC 2.03% Add +15.3% 47,683 $2.3M
Uptown Financial Advisors LLC 2.45% — 47,543 $2.3M
Eagle Bluffs Wealth Management LLC 1.21% Reduce -1.7% 47,022 $2.2M
Parkwood LLC 0.28% No change 46,909 $2.2M
Family Wealth Partners, LLC 1.07% Add +1.7% 46,856 $2.2M
Creegan & Nassoura Financial Group, LLC 1.51% Reduce -5.4% 46,843 $2.2M
Archer Investment Corp 0.60% Add +40.1% 46,680 $2.2M
Sax Wealth Advisors, LLC 0.17% Add +90.3% 46,669 $2.2M
LongView Wealth Management 0.67% Add +0.9% 46,247 $2.2M
Diversified Portfolios, Inc. 0.24% No change 46,030 $2.2M
Abc Arbitrage SA 0.32% — 46,019 $2.2M
Boston Family Office LLC 0.15% Reduce -6.3% 45,975 $2.2M
Global Wealth Management Investment Advisory, Inc. 0.45% Add +2.6% 45,972 $2.2M
Lindbrook Capital, LLC 0.20% Reduce -3.4% 45,939 $2.2M
Fulton Bank, N.A. 0.08% Reduce -3.3% 45,736 $2.2M
Strategic Financial Planning, Inc. 1.48% Add +0.2% 45,558 $2.2M
International Assets Investment Management, LLC 0.18% Add +27.0% 45,581 $2.2M
Bleakley Financial Group, LLC 0.07% Add +9.8% 45,392 $2.2M
Burt Wealth Advisors 0.55% Add +296.5% 44,911 $2.1M
Colony Family Offices, LLC 0.67% Add +30.2% 44,829 $2.1M
Legacy Edge Advisors, LLC 0.34% Reduce -2.4% 44,793 $2.1M
Richardson Financial Services Inc. 1.50% Reduce -50.5% 44,593 $2.1M
UNIVEST FINANCIAL Corp 0.13% Add +247.1% 44,543 $2.1M
Maltin Wealth Management, Inc. 1.05% Reduce -24.8% 44,537 $2.1M
Belvedere Trading LLC 0.16% New 44,472 $2.1M
Tolleson Wealth Management, Inc. 0.43% New 44,361 $2.1M
Certuity, LLC 0.23% Reduce -19.8% 44,260 $2.1M
Five Oceans Advisors 0.96% Reduce -3.8% 43,855 $2.1M
Riverchase Wealth Management, LLC 1.56% — 43,622 $2.1M
Canal Capital Management, LLC 0.34% Add +11.9% 43,535 $2.1M
XY Planning Network, Inc. 1.56% — 43,518 $2.1M
Alliance Wealth Advisors, LLC 1.19% Add +6.3% 43,281 $2.1M
MAS Advisors LLC 3.47% Add +291.2% 43,241 $2.1M
E&G Advisors, LLC 0.56% Reduce -0.5% 43,147 $2.1M
Oarsman Capital, Inc. 0.36% Reduce -6.2% 43,067 $2.1M
New Century Financial Group, LLC 0.87% Add +1.4% 42,863 $2.1M
First National Advisers, LLC 0.33% Add +0.2% 42,924 $2.1M
Cromwell Holdings LLC 1.18% New 42,922 $2.1M
Note Advisors, LLC 1.79% — 42,318 $2.0M
Verus Capital Partners, LLC 0.19% Reduce -4.5% 42,257 $2.0M
Independent Financial Group, LLC 0.07% Add +12.9% 42,034 $2.0M
Proathlete Wealth Management LLC 0.76% Add +48.3% 42,015 $2.0M
M3 Advisory Group, LLC 1.44% Add +0.2% 41,943 $2.0M
Afg Fiduciary Services Limited Partnership 1.42% Reduce -2.7% 41,540 $2.0M
United Advisor Group, LLC 0.40% Add +0.9% 41,772 $2.0M
CX Institutional 0.08% Reduce -68.0% 41,767 $2.0M
Comprehensive Money Management Services LLC 1.65% — 41,724 $2.0M
Appleton Partners Inc. 0.15% Reduce -13.6% 41,591 $2.0M
Private Wealth Management Group, LLC 0.76% Reduce -3.1% 41,593 $2.0M
Aquire Wealth Advisors, LLC 0.61% Reduce -4.3% 41,434 $2.0M
Sovran Advisors, LLC 0.28% — 41,641 $2.0M
Aureus Asset Management, LLC 0.13% Add +5.3% 41,242 $2.0M
Holos Integrated Wealth LLC 1.35% — 41,221 $2.0M
Lake Street Private Wealth, LLC 0.32% Add +0.0% 41,111 $2.0M
SeaCrest Wealth Management, LLC 0.21% Add +0.3% 41,022 $2.0M
Citadel Advisors 0.00% Add +7211.1% 40,869 $2.0M
WBH Advisory Inc. 0.18% Add +10.6% 40,831 $2.0M
Wealthspan Partners, LLC 0.93% Add +7.9% 40,753 $1.9M
Custos Family Office, LLC 0.68% Add +1.2% 40,730 $1.9M
Carr Financial Group Corp 0.61% Reduce -21.3% 40,695 $1.9M
Asset Dedication, LLC 0.15% Add +0.8% 40,613 $1.9M
Transce3nd, LLC 0.66% — 40,296 $1.9M
FSM Wealth Advisors, LLC 0.47% Add +10.4% 39,953 $1.9M
Landmark Wealth Management, LLC 0.85% Add +2.1% 40,297 $1.9M
Montecito Bank & Trust 0.33% Add +0.9% 40,054 $1.9M
AMG National Trust Bank 0.05% Reduce -13.6% 40,034 $1.9M
Vectors Research Management, LLC 0.65% Reduce -9.4% 39,734 $1.9M
Hardy Reed LLC 0.17% No change 39,567 $1.9M
Cranbrook Wealth Management, LLC 0.44% Add +0.1% 39,316 $1.9M
DMKC Advisory Services, LLC 1.70% — 39,190 $1.9M
One Wealth Advisors, LLC 0.28% Reduce -7.7% 39,147 $1.9M
Gotham Asset Management 0.02% Add +8.2% 39,082 $1.9M
Cynosure Group, LLC 0.28% Add +41.5% 38,776 $1.9M
Kennebec Savings Bank 1.87% Add +0.1% 39,118 $1.9M
Cambiar Investors LLC 0.07% Add +905.7% 38,760 $1.9M
Pine Harbor Wealth Management, LLC 0.75% Reduce -0.8% 38,714 $1.9M
WASHINGTON TRUST Co 0.07% Add +94.2% 38,676 $1.8M
Running Point Capital Advisors, LLC 0.63% Add +0.5% 38,599 $1.8M
Flagship Harbor Advisors, LLC 0.10% Reduce -3.6% 38,441 $1.8M
Waypoint Wealth Partners Inc. 0.50% Reduce -0.1% 38,362 $1.8M
Orcam Financial Group 1.76% Add +1.4% 38,130 $1.8M
Burke & Herbert Bank & Trust Co. 0.43% No change 38,117 $1.8M
Allen Capital Group, LLC 0.22% Add +2.1% 38,040 $1.8M
Venture Visionary Partners LLC 0.08% Add +0.7% 38,013 $1.8M
Aua Capital Management, LLC 1.16% Add +0.1% 37,942 $1.8M
Perennial Advisors, LLC 0.39% — 37,941 $1.8M
Interchange Capital Partners, LLC 0.66% Reduce -2.0% 37,892 $1.8M
Integrated Capital Management, LLC 0.96% Reduce -80.1% 37,871 $1.8M
Blue Trust, Inc. 0.02% Add +92.3% 37,752 $1.8M
Root Financial Partners, LLC 0.22% Add +12.8% 37,749 $1.8M
Guidance Capital, Inc. 0.55% Reduce -9.6% 36,004 $1.8M
Covestor Ltd 1.13% Add +8.4% 37,594 $1.8M
Security National Bank of Sioux City Iowa 1.25% No change 37,368 $1.8M
Jefferies Financial Group Inc. 0.02% Add +15.7% 37,278 $1.8M
Scarborough Advisors, LLC 0.25% Reduce -65.5% 37,147 $1.8M
Bigelow Investment Advisors, LLC 0.83% Reduce -5.7% 37,076 $1.8M
Red Tortoise LLC 0.93% Add +0.2% 37,025 $1.8M
Inspirion Wealth Advisors, LLC 0.25% Add +22.8% 36,625 $1.8M
FineMark National Bank & Trust 0.06% Add +0.2% 36,718 $1.8M
Clientfirst Wealth Management, LLC 1.78% — 36,712 $1.8M
William Howard & Co Financial Advisors Inc 1.59% Add +0.7% 36,699 $1.8M
Parkside Financial Bank & Trust 0.23% Add +3.3% 36,653 $1.8M
Objective Capital Management, LLC 1.17% Reduce -4.4% 36,603 $1.8M
West Coast Financial LLC 0.19% Reduce -0.1% 36,563 $1.7M
Jane Street Group, LLC 0.00% Reduce -65.5% 36,510 $1.7M
Horizon Investment Services, LLC 0.74% Reduce -36.2% 36,403 $1.7M
DGS Capital Management, LLC 0.43% Add +24.7% 36,337 $1.7M
49 Wealth Management, LLC 0.25% Add +10.5% 36,234 $1.7M
Lynx Investment Advisory 1.18% Add +5.5% 36,202 $1.7M
Victory Financial Group, LLC 0.45% — 36,184 $1.7M
Upper Left Wealth Management, LLC 1.48% Add +1.6% 36,113 $1.7M
Hall Laurie J Trustee 0.57% Reduce -0.3% 36,078 $1.7M
Rothschild Capital Partners, LLC 0.42% Reduce -2.4% 36,010 $1.7M
Thrive Wealth Management, LLC 0.31% Add +4.1% 35,954 $1.7M
Curated Wealth Partners LLC 0.20% New 35,800 $1.7M
IFG Advisory, LLC 0.10% Add +11.6% 35,741 $1.7M
Magnus Financial Group LLC 0.17% Add +1.6% 35,728 $1.7M
Retirement Investment Advisors, Inc. 0.18% Add +1.0% 35,721 $1.7M
Thrive Capital Management, LLC 0.78% Add +7.0% 35,715 $1.7M
Family CFO Inc 0.93% Add +0.0% 35,338 $1.7M
Bell Bank 0.13% No change 35,236 $1.7M
Charis Legacy Partners, LLC 3.44% — 35,202 $1.7M
RCS Financial Planning, LLC 0.89% Add +9.4% 35,021 $1.7M
IFC Advisors LLC 0.36% — 35,000 $1.7M
Daymark Wealth Partners, LLC 0.07% Reduce -1.3% 34,977 $1.7M
Hardman Johnston Global Advisors LLC 0.07% Add +167.8% 34,840 $1.7M
Sunburst Financial Group, LLC 0.41% Reduce -7.1% 34,647 $1.7M
Ironwood Investment Counsel, LLC 0.28% Reduce -3.2% 34,617 $1.7M
First Trust Advisors LP 0.00% New 34,607 $1.7M
Affinity Capital Advisors, LLC 0.31% Reduce -2.1% 34,180 $1.7M
Greenleaf Trust 0.01% Add +0.9% 34,516 $1.7M
Calton & Associates, Inc. 0.73% Reduce -6.7% 34,500 $1.6M
GC Wealth Management RIA, LLC 0.29% Add +1.8% 34,412 $1.6M
Strategies Wealth Advisors, LLC 0.20% Add +0.9% 32,444 $1.6M
Absolute Capital Management, LLC 0.90% Add +18.5% 34,192 $1.6M
Blueprint Investment Partners LLC 0.26% Reduce -53.8% 34,163 $1.6M
Security National Bank of So Dak 0.90% Add +90.6% 33,901 $1.6M
Sage Capital Advisors,llc 0.42% Add +1.3% 33,854 $1.6M
Everstar Asset Management, LLC 1.13% Add +18.9% 33,503 $1.6M
GS Investments, Inc. 0.72% Add +7.4% 33,490 $1.6M
Roehl & Yi Investment Advisors, LLC 0.88% — 88,020 $1.6M
Severin Investments, LLC 1.59% — 33,368 $1.6M
Midwest Capital Advisors, LLC 1.17% — 33,330 $1.6M
Federation des caisses Desjardins du Quebec 0.01% Add +73.3% 33,306 $1.6M
Luminvest Wealth Management LLC 0.64% Reduce -5.8% 33,198 $1.6M
Eq LLC 0.74% Add +2.5% 33,158 $1.6M
One Capital Management, LLC 0.05% Add +7.7% 33,041 $1.6M
Nomura Asset Management Co. Ltd. 0.00% No change 33,000 $1.6M
Legacy Bridge, LLC 0.82% No change 32,971 $1.6M
Joel Isaacson & Co., LLC 0.07% Add +5.5% 32,948 $1.6M
Clifford Swan Investment Counsel LLC 0.06% No change 32,894 $1.6M
Liberty Wealth Management LLC 0.26% Add +0.9% 32,681 $1.6M
Gryphon Financial Partners LLC 0.23% Add +24.7% 32,725 $1.6M
Bragg Financial Advisors, Inc 0.06% Reduce -1.5% 32,673 $1.6M
Moneco Advisors, LLC 0.16% Add +17.7% 32,657 $1.6M
Petra Financial Advisors Inc. 1.06% Add +6.6% 32,598 $1.6M
Francis Financial, Inc. 0.39% Add +114.7% 32,481 $1.6M
Obsidian Personal Planning Solutions LLC 0.75% Reduce -1.9% 31,003 $1.5M
Michael A. Dubis Financial Planning, LLC 1.50% — 32,370 $1.5M
Capital City Trust Co. 0.39% Add +6.2% 32,346 $1.5M
Patton Fund Management, Inc. 0.30% Add +122.5% 32,307 $1.5M
Magnolia Capital Advisors LLC 0.40% New 32,100 $1.5M
Aries Wealth Management 0.42% Add +0.5% 32,090 $1.5M
Wells Trecaso Financial Group, LLC 0.50% Reduce -0.5% 32,018 $1.5M
Sterling Financial Planning, Inc. 0.56% Reduce -0.9% 31,881 $1.5M
Balboa Wealth Partners 0.35% Add +289.9% 31,832 $1.5M
Lutz Financial Services LLC 0.12% Add +36.1% 31,596 $1.5M
Stephens Consulting, LLC 0.38% Add +1.4% 31,476 $1.5M
LS Investment Advisors, LLC 0.22% Add +2.3% 31,215 $1.5M
Mendel Capital Management LLC 0.90% Reduce -0.5% 31,105 $1.5M
Barclays PLC 0.00% No change 30,899 $1.5M
Global Financial Private Client, LLC 0.55% Reduce -7.8% 30,887 $1.5M
City Holding Co. 0.21% Add +11.2% 30,852 $1.5M
Spire Wealth Management 0.05% Reduce -2.6% 30,801 $1.5M
First Hawaiian Bank 0.05% Add +16.6% 30,763 $1.5M
Flagstar Securities, Inc. 0.37% Add +2.1% 30,733 $1.5M
Minot DeBlois Advisors LLC 1.34% — 30,725 $1.5M
Cubist Systematic Strategies, LLC 0.02% New 30,652 $1.5M
Freedom Investment Management, Inc. 0.12% Add +47.9% 30,622 $1.5M
Bahl & Gaynor LLC 0.01% Add +43.9% 30,539 $1.5M
Continuum Advisory, LLC 0.19% Add +0.0% 30,309 $1.4M
Renaissance Technologies 0.00% New 30,000 $1.4M
Leo Wealth, LLC 0.13% Add +54.0% 29,997 $1.4M
Innovative Wealth Building LLC 1.30% — 29,987 $1.4M
Hurley Capital, LLC 1.15% — 29,834 $1.4M
Redwood Wealth Management Group, LLC 0.69% Reduce -2.6% 29,759 $1.4M
MIdWestOne Financial Group, Inc. 0.20% Reduce -3.7% 29,704 $1.4M
Benchmark Financial Wealth Advisors, LLC 0.46% Add +89.5% 29,699 $1.4M
Johnson Financial Group, Inc. 0.07% Reduce -1.2% 28,378 $1.4M
Total Clarity Wealth Management, Inc. 0.46% Reduce -12.3% 29,581 $1.4M
Semmax Financial Advisors Inc. 0.38% Add +85643.8% 27,438 $1.4M
Nikulski Financial, Inc. 0.41% Add +11.3% 29,513 $1.4M
Larson Financial Group LLC 0.07% Add +2.9% 29,512 $1.4M
PBMares Wealth Management LLC 0.29% Add +1.7% 29,468 $1.4M
Wealthedge Investment Advisors, LLC 0.63% — 29,443 $1.4M
Talon Private Wealth, LLC 0.29% Add +203.3% 29,437 $1.4M
Cobblestone Capital Advisors LLC 0.08% Add +43.6% 29,380 $1.4M
Crewe Advisors LLC 0.19% Add +0.8% 29,257 $1.4M
Guardian Partners Inc. 0.14% — 28,996 $1.4M
Meridian Investment Counsel Inc. 0.42% Reduce -0.3% 29,227 $1.4M
Gridiron Partners, LLC 0.88% No change 29,111 $1.4M
MBE Wealth Management, LLC 0.78% Add +25.2% 28,849 $1.4M
BBR Partners, LLC 0.10% Add +1.0% 28,819 $1.4M
Montag A & Associates Inc. 0.07% Add +194.5% 28,791 $1.4M
Addison Capital Co 0.55% Add +31.1% 28,742 $1.4M
Vanguard Personalized Indexing Management, LLC 0.02% Add +20.9% 28,655 $1.4M
Motco 0.14% Reduce -4.3% 28,642 $1.4M
Advus Financial Partners, LLC 0.39% No change 28,638 $1.4M
Accel Wealth Management 0.52% Reduce -1.5% 28,536 $1.4M
Pure Portfolios Holdings LLC 0.51% Add +0.5% 28,518 $1.4M
HCR Wealth Advisors 0.17% Add +9.2% 28,484 $1.4M
DB Fitzpatrick & Co, Inc 1.25% Add +0.5% 28,401 $1.4M
Claris Financial LLC 0.89% — 28,363 $1.4M
Crestwood Advisors Group, LLC 0.03% Add +20.9% 28,348 $1.4M
Financial Life Advisors 0.51% Add +3.7% 28,243 $1.4M
Farnam Financial LLC 1.41% New 28,142 $1.3M
Davidson Trust Co. 0.69% Add +4.0% 28,116 $1.3M
Aaron Wealth Advisors LLC 0.16% No change 28,116 $1.3M
Chico Wealth RIA 1.17% Reduce -19.8% 28,001 $1.3M
Naviter Wealth, LLC 0.16% No change 27,981 $1.3M
Baron Silver Stevens Financial Advisors, LLC 0.23% Add +1.5% 27,905 $1.3M
Retirement Systems of Alabama 0.00% Add +10.2% 27,838 $1.3M
WPG Advisers, LLC 1.23% — 27,770 $1.3M
L & S Advisors Inc 0.16% Reduce -0.8% 27,445 $1.3M
Seven Mile Advisory 0.84% Add +0.7% 27,400 $1.3M
Innealta Capital, LLC 0.64% Add +80.7% 27,295 $1.3M
Milestone Asset Management Group, LLC 1.16% — 27,193 $1.3M
Forthright Family Wealth Advisory LLC 0.84% Reduce -4.3% 27,163 $1.3M
Forte Capital LLC 0.15% Add +0.4% 27,134 $1.3M
Atlas Legacy Advisors, LLC 0.31% — 27,017 $1.3M
HUB Investment Partners, LLC 0.05% Add +20.3% 27,017 $1.3M
Heritage Investment Group, Inc. 0.24% New 26,991 $1.3M
White Lighthouse Investment Management Inc. 0.23% Reduce -5.9% 26,912 $1.3M
Sageworth Trust Co of South Dakota 1.62% Reduce -7.0% 26,813 $1.3M
Belpointe Asset Management LLC 0.08% Add +3.0% 24,462 $1.3M
Merriman Wealth Management, LLC 0.05% Add +15.6% 26,723 $1.3M
Clear Creek Financial Management, LLC 0.14% Add +1.4% 26,706 $1.3M
Diversify Wealth Management, LLC 0.10% Add +173.6% 26,808 $1.3M
Vista Investment Management 0.48% Add +0.9% 26,633 $1.3M
Delta Financial Advisors LLC 0.47% Reduce -8.3% 26,607 $1.3M
Chapin Davis, Inc. 0.41% No change 24,064 $1.3M
Antonelli Financial Advisors, LLC 1.07% — 26,479 $1.3M
Fermata Advisors, LLC 0.23% Add +83.7% 26,214 $1.3M
Sterling Investment Management, LLC 0.98% Add +48.5% 26,168 $1.3M
Tennessee Valley Asset Management Partners 0.21% Reduce -5.9% 26,146 $1.3M
Balanced Rock Investment Advisors LLC 0.99% Reduce -12.9% 26,096 $1.2M
Lord & Richards Wealth Management, LLC 2.62% — 25,983 $1.2M
Cyndeo Wealth Partners, LLC 0.08% Add +0.2% 25,927 $1.2M
Ramsay, Stattman, Vela & Price, Inc. 0.23% Add +16.6% 25,864 $1.2M
Partners Capital Investment Group, LLP 0.03% Reduce -45.8% 25,863 $1.2M
Sachetta, LLC 0.49% Add +4.0% 25,791 $1.2M
Kavar Capital Partners Group, LLC 0.21% No change 25,768 $1.2M
Zacks Investment Management 0.01% Add +2.9% 25,670 $1.2M
Peak Retirement Planning, Inc. 0.83% — 25,646 $1.2M
Lion Street Advisors, LLC 0.39% Add +1.9% 25,613 $1.2M
L.M. Kohn & Company 0.32% Reduce -10.3% 25,526 $1.2M
State Street Corp. 0.00% Reduce -75.8% 25,420 $1.2M
McCarter Private Wealth Services LLC 0.77% Reduce -4.2% 25,404 $1.2M
Arcadia Investment Advisors LLC 0.66% No change 25,335 $1.2M
Optimist Retirement Group LLC 0.57% Reduce -0.8% 25,321 $1.2M
Summit Global Investments 0.08% Reduce -0.9% 25,288 $1.2M
Moloney Securities Asset Management, LLC 0.16% Reduce -3.8% 25,278 $1.2M
Thompson Siegel & Walmsley LLC 0.02% Reduce -0.1% 25,260 $1.2M
Prosperity Planning, Inc. 0.55% Add +2.3% 25,238 $1.2M
Mma Asset Management LLC 0.53% Reduce -51.3% 25,228 $1.2M
Axis Wealth Partners, LLC 1.01% — 25,136 $1.2M
Stevens Capital Partners 0.54% Add +3.4% 25,064 $1.2M
Carl P. Sherr & Co., LLC 0.63% Add +5.7% 25,055 $1.2M
Breakwater Capital Group 0.24% Reduce -3.1% 24,981 $1.2M
Enterprise Bank & Trust Co 0.39% Reduce -0.7% 24,932 $1.2M
Wealthcare Capital Management LLC 0.12% Add +3.4% 24,910 $1.2M
InTrack Investment Management Inc 0.83% Reduce -19.9% 24,990 $1.2M
Platform Technology Partners 0.36% Add +26.2% 24,749 $1.2M
Aristotle Capital Management, LLC 0.00% Add +332.8% 24,709 $1.2M
Bridgewater Advisors Inc. 0.12% Add +4.6% 24,806 $1.2M
Beacon Bridge Wealth Partners, LLC 0.50% Add +22.5% 24,656 $1.2M
Everhart Financial Group, Inc. 0.24% Reduce -3.4% 24,643 $1.2M
Plan A Wealth LLC 1.08% — 24,630 $1.2M
Capital Investment Advisory Services, LLC 0.11% Add +1.9% 24,555 $1.2M
IMA Advisory Services, Inc. 0.14% New 24,546 $1.2M
Flower City Capital 0.71% Reduce -0.5% 24,417 $1.2M
Tepp RIA, LLC 1.72% — 24,344 $1.2M
South Plains Financial, Inc. 0.89% — 24,275 $1.2M
Tobias Financial Advisors, Inc. 0.23% Add +0.1% 24,235 $1.2M
Cordgrass Capital Advisors, LLC 0.34% Reduce -1.1% 24,206 $1.2M
Southland Equity Partners LLC 0.27% Reduce -53.7% 24,170 $1.2M
Voya Financial Advisors, Inc. 0.13% Add +28.1% 24,158 $1.2M
First American Bank 0.08% Reduce -15.1% 24,150 $1.2M
Silverlake Wealth Management LLC 0.44% Reduce -0.6% 24,043 $1.1M
Integrated Capital Management, Inc. 0.90% Add +1.3% 23,882 $1.1M
Murphy, Middleton, Hinkle & Parker, Inc. 0.65% Reduce -0.4% 23,881 $1.1M
Arkadios Wealth Advisors 0.06% Add +2.9% 23,859 $1.1M
PCA Investment Advisory Services Inc. 0.53% Reduce -1.3% 23,857 $1.1M
Triad Wealth Partners, LLC 0.41% New 23,827 $1.1M
WCG Wealth Advisors LLC 0.08% Reduce -1.8% 23,811 $1.1M
Marshall Financial Group, LLC 0.27% Add +2.4% 23,665 $1.1M
Insight 2811, Inc. 0.58% Add +14.9% 23,649 $1.1M
Warren Street Wealth Advisors, LLC 0.46% Add +38.0% 23,608 $1.1M
Paragon Capital Management Ltd 0.23% Reduce -4.3% 23,597 $1.1M
Neuberger Berman Group LLC 0.00% Reduce -21.6% 23,589 $1.1M
Wealthcare Capital Partners, LLC 0.59% — 23,542 $1.1M
3Chopt Investment Partners, LLC 0.38% Reduce -0.4% 23,437 $1.1M
KCM Investment Advisors LLC 0.04% Add +2.2% 23,390 $1.1M
Smith Chas P & Associates Pa Cpas 0.06% No change 23,309 $1.1M
Clear Harbor Asset Management, LLC 0.09% Add +104.0% 23,270 $1.1M
Beaumont Financial Advisors, LLC 0.08% Reduce -10.7% 23,186 $1.1M
Westmount Partners, LLC 0.34% Reduce -7.3% 23,145 $1.1M
North Star Asset Management Inc. 0.05% Reduce -7.4% 23,126 $1.1M
Golden State Wealth Management, LLC 0.17% — 23,111 $1.1M
Peak Financial Management, Inc. 0.33% Reduce -9.2% 23,011 $1.1M
Financial Strategies Group, Inc. 0.26% Add +2.6% 23,133 $1.1M
Braun-Bostich & Associates Inc. 0.79% Add +2.3% 22,954 $1.1M
Advisory Research Inc. 0.18% No change 22,817 $1.1M
Quadrant Private Wealth Management, LLC 0.27% Add +13.0% 22,711 $1.1M
Proficio Capital Partners LLC 0.09% Add +224.1% 22,685 $1.1M
Howard Financial Services, LTD. 0.15% New 22,675 $1.1M
Sharp Wealth Advisory, LLC 0.82% Reduce -8.5% 22,673 $1.1M
Osborne Partners Capital Management, LLC 0.06% Reduce -5.3% 22,524 $1.1M
Wealth Advisory Solutions, LLC 0.30% Reduce -6.0% 22,517 $1.1M
Leonard Rickey Investment Advisors P.L.L.C. 0.25% Add +0.4% 22,497 $1.1M
Busey Bank 0.04% Reduce -0.3% 22,496 $1.1M
MA Private Wealth 0.20% Reduce -1.2% 22,496 $1.1M
Sugarloaf Wealth Management, LLC 0.20% Reduce -6.8% 22,355 $1.1M
PFG Investments, LLC 0.07% Add +29.9% 22,345 $1.1M
Graypoint LLC 0.06% Add +2.8% 22,293 $1.1M
Birch Financial Group, LLC 1.20% — 22,273 $1.1M
Kiley Juergens Wealth Management, LLC 0.27% Add +1.5% 22,167 $1.1M
WealthTrak Capital Management LLC 0.90% — 22,161 $1.1M
Boston Research & Management Inc. 0.26% No change 21,999 $1.1M
TCV Trust & Wealth Management, Inc. 0.10% No change 21,974 $1.1M
Migdal Insurance & Financial Holdings Ltd. 0.02% Add +76.0% 21,963 $1.1M
Ami Investment Management Inc. 0.34% Reduce -0.8% 21,955 $1.0M
CFO4Life Group, LLC 0.18% Reduce -21.2% 21,880 $1.0M
Villere St Denis J & Co. LLC 0.10% No change 21,767 $1.0M
Adero Partners, LLC 0.07% Reduce -0.2% 21,681 $1.0M
Elios Financial Group Inc. 0.49% Add +0.4% 21,649 $1.0M
Client 1ST Advisory Group, LLC 0.40% Add +161.6% 21,644 $1.0M
Glass Jacobson Investment Advisors llc 0.34% Add +0.4% 21,574 $1.0M
Logan Capital Management Inc. 0.04% Add +590.0% 21,501 $1.0M
Clearstead Trust, LLC 0.22% Add +7.1% 21,496 $1.0M
Canvas Wealth Advisors, LLC 0.26% Add +17.4% 21,469 $1.0M
Freedom Financial Partners LLC 0.49% — 21,438 $1.0M
McIlrath & Eck, LLC 0.13% Add +272.3% 21,391 $1.0M
Cohen Investment Advisors LLC 0.62% Add +8.4% 21,375 $1.0M
Pinion Investment Advisors, LLC 0.40% Reduce -6.9% 21,278 $1.0M
Black Cypress Capital Management, LLC 0.88% Reduce -10.5% 21,261 $1.0M
Palisade Asset Management, LLC 0.10% No change 21,190 $1.0M
Pallas Capital Advisors LLC 0.04% Reduce -1.2% 21,172 $1.0M
Sapient Capital LLC 0.02% Add +47.9% 21,093 $1.0M
Strategic Blueprint, LLC 0.06% Add +8.0% 20,965 $1.0M
Pecaut & Co. 0.35% Add +9.3% 20,964 $1.0M
Capital Group Private Client Services, Inc. 0.01% Add +38.6% 20,921 $1.0M
Roffman Miller Associates Inc. 0.06% Add +3.2% 20,917 $1.0M
TFB Advisors LLC 0.29% Add +18.4% 20,917 $1.0M
Bath Savings Trust Co 0.10% Reduce -5.8% 20,894 $999K
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -15.8% 20,883 $999K
Brio Consultants, LLC 0.16% Add +38.4% 20,839 $997K
Sensible Money, LLC 0.44% Reduce -0.7% 20,776 $994K
Inspire Trust Co, N.A. 0.25% No change 20,760 $993K
Capital Advisors, Ltd. LLC 0.12% Reduce -11.2% 20,721 $991K
Wealth Group, Ltd. 0.64% Add +8.8% 20,682 $989K
Golden Bell Financial Planning LLC 0.99% — 20,681 $989K
Cannell & Spears LLC 0.02% Add +28.7% 20,655 $988K
Heritage Financial Services, LLC 0.13% Add +26.4% 20,647 $987K
Main Management LLC 0.08% Add +3.6% 20,607 $985K
Defined Wealth Management, LLC 0.65% Add +6.0% 20,561 $983K
Olde Wealth Management, LLC 0.35% Add +6.1% 20,577 $983K
Capital Investment Advisors, LLC 0.02% Add +36.9% 20,451 $978K
Biltmore Family Office, LLC 0.16% No change 20,434 $977K
Crux Wealth Advisors 0.54% — 20,357 $973K
Milestone Investment Advisors LLC 0.26% Reduce -2.9% 20,305 $971K
Fee-Only Financial Planning, L.C. 0.63% No change 20,281 $970K
Jag Capital Management, LLC 0.14% No change 20,275 $970K
Cannon Financial Strategists, Inc. 0.17% Add +2.9% 20,251 $968K
GAMMA Investing LLC 0.08% Add +22.4% 20,230 $967K
Wilson & Boucher Capital Management, LLC 0.68% Add +14.8% 20,216 $967K
Conrad Siegel Investment Advisors, Inc. 0.26% Add +0.6% 20,187 $965K
MontVue Capital Management, Inc. 0.74% No change 20,163 $964K
HTLF Bank 0.11% Add +4.1% 20,144 $963K
TruNorth Capital Management, LLC 0.26% No change 20,139 $963K
Cable Hill Partners, LLC 0.10% Add +91.4% 20,109 $962K
Bell Investment Advisors, Inc 0.18% Add +21.9% 20,013 $957K
Parkworth Wealth Management, Inc. 0.79% — 19,946 $954K
Halter Ferguson Financial Inc. 0.40% Reduce -23.4% 19,864 $950K
New Republic Capital, LLC 0.62% Reduce -74.6% 19,856 $950K
Probity Advisors, Inc. 0.18% Reduce -0.2% 19,821 $948K
Keystone Financial Group 0.09% Add +2.0% 19,813 $947K
Dakota Wealth Management 0.02% Reduce -2.3% 19,770 $945K
Wealthquest Corp 0.08% Reduce -5.5% 19,625 $938K
Fidelity D & D Bancorp Inc. 0.62% Add +6.2% 19,584 $937K
Smith Salley Wealth Management 0.06% Reduce -7.0% 19,535 $934K
Liberty Square Wealth Partners LLC 0.34% — 18,098 $932K
Taylor & Morgan Wealth Management, LLC 0.65% Reduce -4.9% 19,477 $931K
Breakwater Investment Management 0.39% Reduce -3.8% 19,413 $928K
Institute for Wealth Management, LLC. 0.12% Reduce -7.2% 19,389 $927K
Signet Financial Management, LLC 0.12% Reduce -4.2% 19,245 $920K
Sanctuary Wealth Management, L.L.C. 0.61% Reduce -7.6% 19,233 $920K
Wealthstream Advisors, Inc. 0.17% Add +0.8% 19,159 $916K
Dentgroup LLC 0.70% Reduce -0.2% 19,113 $914K
Legacy Trust 0.21% No change 19,096 $913K
Certior Financial Group, LLC 0.81% — 19,077 $912K
Eight 31 Financial, LLC 0.69% Add +0.1% 19,022 $910K
City State Bank 0.32% Reduce -6.5% 18,947 $906K
Level Four Advisory Services, LLC 0.04% Reduce -15.0% 18,931 $905K
Stonehaven Wealth & Tax Solutions, LLC 0.98% — 18,909 $904K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.09% Reduce -0.3% 18,741 $896K
Astoria Portfolio Advisors LLC. 0.32% Add +133.5% 18,822 $896K
FSA Advisors, Inc. 1.09% Reduce -80.1% 18,686 $894K
Outlook Wealth Advisors, LLC 0.26% Reduce -0.5% 18,668 $893K
Advisor Resource Council 0.64% Add +103.9% 18,602 $890K
WP Advisors, LLC 0.30% Reduce -5.6% 18,595 $889K
Red Lighthouse Investment Management, LLC 0.35% No change 18,549 $887K
RAM Investment Partners, LLC 0.22% Add +29.3% 18,547 $887K
Wrenne Financial Planning LLC 0.50% Reduce -1.4% 18,332 $877K
Kades & Cheifetz LLC 0.45% New 18,253 $873K
Integral Investment Advisors, Inc. 0.28% Add +3.7% 18,211 $871K
XTX Topco Ltd 0.07% New 18,126 $867K
Atala Financial Inc 0.61% — 18,038 $863K
Optima Capital LLC 0.59% — 18,029 $862K
Laurel Wealth Advisors LLC 0.13% No change 18,019 $862K
Hardin Capital Partners, LLC 0.52% Add +0.1% 18,007 $861K
Center for Financial Planning, Inc. 0.11% Reduce -1.2% 17,975 $860K
Potomac Fund Management Inc. 0.05% — 17,964 $859K
Accurate Wealth Management, LLC 0.16% Reduce -0.9% 18,050 $858K
Woodstock Corp. 0.08% No change 17,930 $857K
Callan Capital, LLC 0.06% Add +0.1% 17,929 $857K
Fragasso Financial Advisors Inc 0.07% Add +4.5% 17,818 $852K
Centaurus Financial, Inc. 0.05% Add +20.1% 17,807 $852K
Novem Group 0.13% — 17,727 $848K
LexAurum Advisors, LLC 0.17% Add +269.8% 17,703 $847K
Catalyst Financial Partners LLC 0.16% Add +5.4% 17,627 $843K
Bluespring Wealth Management, LLC 0.09% Reduce -21.1% 17,592 $841K
Raleigh Capital Management Inc. 0.32% Reduce -1.0% 17,584 $841K
Geometric Wealth Advisors 0.15% Add +15.2% 17,545 $839K
Resources Management Corp. /CT/ 0.11% Reduce -0.4% 17,488 $836K
Stordahl Capital Management, Inc. 0.20% Reduce -4.5% 17,468 $835K
Birchcreek Wealth Management, LLC 0.52% Add +0.3% 17,435 $834K
Twin City Private Wealth, LLC 0.74% Reduce -8.1% 17,415 $833K
BIP Wealth, LLC 0.06% Add +38.6% 17,384 $831K
Mattern Capital Management, LLC 0.11% No change 17,350 $830K
Howland Capital Management LLC 0.04% Reduce -13.0% 17,330 $829K
Planned Solutions, Inc. 0.34% Reduce -91.5% 17,173 $821K
DKM Wealth Management, Inc. 0.78% — 17,170 $821K
Harmony Asset Management LLC 0.32% Add +61.1% 17,074 $816K
Cook Wealth, LLC 0.38% Add +18.3% 16,374 $814K
Financial Perspectives, Inc 0.27% Add +9.5% 17,027 $814K
Smith Anglin Financial, LLC 0.08% Add +36.5% 17,021 $814K
Pacific Financial Group Inc. 0.60% Add +4.6% 16,875 $807K
Bay Capital Advisors, LLC 0.65% — 16,868 $807K
Pinnacle Bancorp, Inc. 0.26% Add +22.3% 16,866 $807K
FAS Wealth Partners, Inc. 0.07% Reduce -15.5% 16,861 $806K
Richard W. Paul & Associates, LLC 0.29% Add +3.4% 16,819 $804K
WealthShield Partners, LLC 0.11% Add +12.3% 16,808 $804K
Carrera Capital Advisors 0.19% Add +50.8% 16,762 $802K
Next Capital Management LLC 0.33% Add +33.9% 16,729 $800K
Capital Advisors Wealth Management, LLC 0.14% Add +2.5% 16,722 $800K
Foster Victor Wealth Advisors, LLC 0.06% Add +4.7% 16,464 $800K
Pillar Financial Advisors, LLC 0.61% — 16,690 $798K
New England Private Wealth Advisors LLC 0.13% Add +95.3% 16,551 $791K
Miller Investment Management, LP 0.09% No change 16,532 $791K
Heck Capital Advisors, LLC 0.09% Add +9.6% 16,444 $786K
NorthCrest Asset Manangement, LLC 0.02% Add +1.9% 16,403 $784K
Modern Wealth Management, LLC 0.03% Add +43.3% 16,351 $782K
O'Dell Group, LLC 0.18% Add +1.3% 16,346 $782K
Aspire Capital Advisors LLC 0.22% Reduce -2.4% 16,278 $778K
Mainsail Financial Group, LLC 0.45% Add +0.7% 16,268 $778K
Phillips Financial Management, LLC 0.06% Reduce -2.6% 16,207 $775K
Elevatus Welath Management 0.26% Reduce -1.6% 16,168 $773K
Clear Investment Research, LLC 0.99% Add +1.5% 16,076 $769K
Allie Family Office LLC 0.43% No change 16,050 $768K
Key Financial Inc 0.17% Add +8.6% 16,022 $766K
Peterson Wealth Advisors, LLC 0.14% Add +1.2% 15,914 $764K
J2 Capital Management Inc 0.72% — 15,951 $763K
Wick Capital Partners, LLC 0.22% Add +1.5% 15,946 $763K
Chevy Chase Trust Holdings, LLC 0.00% New 15,935 $762K
Kestra Investment Management, LLC 0.03% Add +75.7% 15,930 $762K
Serenus Wealth Advisors, LLC 0.13% — 15,902 $760K
North Star Investment Management Corp. 0.05% Add +0.9% 15,897 $760K
Glassman Wealth Services 0.13% Add +5.7% 15,860 $758K
Bcwm, LLC 0.27% — 15,856 $758K
Medallion Wealth Advisors, LLC 0.37% — 15,611 $756K
Scotia Capital Inc. 0.00% Reduce -32.3% 15,787 $755K
Round Rock Advisors LLC 0.15% Add +14.2% 15,750 $753K
SteelPeak Wealth, LLC 0.03% Add +58.7% 15,732 $752K
Viewpoint Capital Management LLC 0.39% Reduce -6.3% 15,693 $750K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.28% Reduce -1.5% 14,875 $750K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 14,964 $747K
Clayton Financial Group LLC 0.27% Add +52.4% 15,585 $745K
Rainier Family Wealth Inc. 0.90% — 15,556 $744K
Jentner Corp 0.22% Reduce -4.0% 15,542 $743K
Destiny Wealth Partners, LLC 0.12% Add +4.6% 15,532 $743K
Venturi Wealth Management, LLC 0.04% Reduce -26.7% 15,531 $743K
Ledyard National Bank 0.07% Add +4.6% 15,527 $743K
Beckerman Institutional, LLC 0.59% Reduce -0.8% 15,488 $741K
1832 Asset Management L.P. 0.00% No change 15,474 $740K
Petix & Botte Co 0.19% Add +0.1% 15,416 $737K
Dearborn Partners LLC 0.03% Add +12.9% 15,403 $737K
Ofc Financial Planning, LLC 0.77% — 15,359 $734K
Strategic Financial Services, Inc. 0.04% No change 15,355 $734K
Fiduciary Financial Group, LLC 0.16% Add +83.0% 15,433 $734K
Uptick Partners, LLC 0.27% Reduce -22.9% 15,330 $733K
Brand Asset Management Group, Inc. 0.30% Reduce -1.2% 15,276 $730K
Elser Financial Planning, Inc 0.04% Add +0.1% 15,232 $728K
Cullen/Frost Bankers, Inc. 0.01% Add +3.8% 15,196 $727K
Exchange Bank 0.58% Add +1.6% 15,156 $725K
Compass Planning Associates Inc 0.73% — 15,129 $723K
RDA Financial Network 0.21% Reduce -4.3% 15,011 $718K
Zions Bancorporation, N.A. 0.05% No change 14,983 $716K
Santori & Peters, Inc. 0.27% Add +0.3% 14,980 $716K
MTM Investment Management, LLC 0.28% Add +5.2% 14,974 $716K
Causey Wealth LLC 0.42% — 14,950 $715K
Adamsbrown Wealth Consultants LLC 0.24% Reduce -4.2% 14,892 $712K
S.A. Mason LLC 0.37% No change 14,876 $711K
Yoder Wealth Management, Inc. 0.39% Add +60.0% 14,841 $710K
W1M Asset Management Ltd 0.06% Add +31.3% 14,812 $708K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.10% Add +0.3% 14,775 $707K
Summit Wealth Partners, LLC 0.14% Add +4.3% 14,762 $706K
Dohj, LLC 0.16% Add +5.9% 14,704 $703K
Williams Jones Wealth Management, LLC. 0.01% Add +103.8% 14,696 $703K
Family Capital Management, Inc. 0.42% Add +16.9% 14,688 $702K
Kelly Financial Services LLC 0.25% Reduce -42.0% 14,645 $700K
Colton Groome Financial Advisors, LLC 0.27% Add +10.3% 14,607 $699K
Everett Harris & Co. 0.01% Add +0.0% 14,591 $698K
True Vision MN LLC 0.41% New 14,573 $697K
Silver Oak Wealth Advisors Services, LLC 0.60% — 14,536 $695K
Aprio Wealth Management, LLC 0.10% Add +9.9% 14,486 $693K
My Personal CFO, LLC 0.35% Add +0.7% 14,474 $692K
Northstar Advisory Group, LLC 0.35% Reduce -0.3% 14,469 $692K
Modus Advisors, LLC 0.22% Add +11.0% 14,458 $691K
First National Bank & Trust Co. of Newtown 0.14% Reduce -50.1% 14,425 $690K
Investment Advisory Group, LLC 0.23% Add +5.9% 14,377 $688K
TrueWealth Advisors, LLC 0.23% Reduce -15.3% 14,369 $687K
Sequent Planning LLC 0.25% Reduce -0.9% 14,358 $687K
Coppell Advisory Solutions LLC 0.10% Add +269.9% 14,254 $681K
Mill Creek Capital Advisors, LLC 0.02% Reduce -2.6% 14,213 $680K
Capital Advantage, Inc. 0.12% Add +0.4% 14,201 $679K
Claro Advisors Inc. 0.09% Reduce -22.2% 14,141 $676K
BigSur Wealth Management LLC 0.19% New 14,100 $674K
Leeward Financial Partners, LLC 0.24% Reduce -87.9% 14,094 $674K
Sound View Wealth Advisors Group, LLC 0.05% No change 13,954 $667K
Pathway Financial Advisors LLC 0.15% Add +0.6% 13,927 $666K
Northeast Financial Consultants Inc 0.03% Add +4.3% 13,786 $659K
Sagespring Wealth Partners, LLC 0.02% — 13,726 $656K
Latitude Advisors, LLC 0.37% Reduce -0.2% 13,714 $656K
Advance Capital Management, Inc. 0.03% Add +14.3% 13,711 $656K
DecisionPoint Financial, LLC 0.20% Reduce -8.3% 13,696 $655K
Conquis Financial LLC 0.67% — 13,691 $655K
Dodds Wealth, LLC 0.21% Add +2.3% 13,252 $655K
Cardinal Strategic Wealth Guidance 0.21% New 13,650 $653K
Ritter Daniher Financial Advisory LLC / DE 0.18% Reduce -1.7% 13,635 $652K
Clarendon Private LLC 0.68% — 13,580 $649K
Sage Rhino Capital LLC 0.14% Add +0.6% 13,519 $646K
NBT Bank, N.A. 0.04% No change 13,494 $645K
Icon Wealth Advisors, LLC 0.05% Add +48.9% 13,459 $644K
Diversified Enterprises, LLC 0.06% Reduce -12.1% 13,454 $643K
Fortress Financial Group, LLC 0.64% — 13,442 $643K
Optimum Investment Advisors 0.28% Add +6.2% 13,428 $642K
Austin Wealth Management, LLC 0.13% Reduce -2.2% 13,204 $641K
Spectrum Asset Management, Inc. (NB/CA) 0.29% Reduce -0.0% 13,404 $641K
WNY Asset Management, LLC 0.08% Add +6.6% 13,381 $640K
Mayfair Advisory Group, LLC 0.37% Add +64.8% 13,284 $635K
True North Advisors, LLC 0.15% Add +85.5% 13,253 $634K
Rice Partnership, LLC 0.12% No change 13,150 $629K
Cahill Wealth Management, LLC 0.32% Add +1.3% 13,141 $628K
First County Bank 0.35% Add +18.0% 13,089 $626K
Insigneo Advisory Services, LLC 0.06% Reduce -0.3% 13,054 $624K
Resonant Capital Advisors, LLC 0.05% Reduce -1.4% 13,000 $622K
Intrua Financial, LLC 0.10% Reduce -39.7% 12,997 $622K
Pennington Partners & Co., LLC 0.31% — 12,963 $620K
Founders Financial Alliance, LLC 0.17% Reduce -1.6% 12,921 $618K
Independence Bank of Kentucky 0.10% Add +37.6% 12,905 $617K
Friedenthal Financial 0.36% Add +1.4% 12,866 $615K
Waterfront Wealth Inc. 0.15% Reduce -27.0% 12,830 $614K
HBW Advisory Services LLC 0.06% Add +2.9% 12,821 $613K
Quantum Financial Advisors, LLC 0.09% No change 12,810 $613K
Missouri Trust & Investment Co 0.21% Add +10.3% 12,800 $612K
Annex Advisory Services, LLC 0.02% New 12,761 $610K
Valtinson Bruner Financial Planning LLC 0.21% Reduce -4.8% 12,703 $607K
MeadowBrook Investment Advisors LLC 0.55% No change 12,696 $607K
Letson Investment Management, Inc. 0.25% Reduce -69.4% 12,688 $607K
Independent Wealth Network Inc. 0.25% Reduce -2.2% 12,680 $606K
River Wealth Advisors LLC 0.08% Reduce -1.1% 12,674 $606K
Confluence Wealth Services, Inc. 0.04% Reduce -3.4% 12,182 $606K
Eagle Global Advisors LLC 0.02% Add +2.4% 12,623 $604K
St. Clair Advisors, LLC 0.17% Reduce -1.0% 12,616 $603K
Maridea Wealth Management LLC 0.19% — 12,600 $603K
Millennium Management 0.00% Reduce -42.5% 12,594 $602K
Van Den Berg Management I, Inc. 0.17% Reduce -5.7% 12,584 $602K
Apeiron RIA LLC 0.17% Add +4.9% 12,522 $599K
Abbot Financial Management, Inc. 0.30% Reduce -5.8% 12,487 $597K
Romano Brothers and Company 0.08% No change 12,480 $597K
Vigilare Wealth Management 0.24% Add +0.0% 12,460 $596K
Fayez Sarofim & Co 0.00% No change 12,444 $595K
Arkos Global Advisors 0.09% No change 12,424 $594K
Skyline Advisors, Inc. 0.23% Add +0.0% 12,417 $594K
Elm Partners Management LLC 0.04% Add +36.3% 12,402 $593K
Great Point Wealth Advisors, LLC 0.13% No change 12,341 $590K
Hemenway Trust Co LLC 0.05% Add +116.8% 12,323 $589K
Farmers National Bank 0.17% — 12,249 $586K
Fielder Capital Group LLC 0.18% Add +0.3% 12,187 $583K
Godsey & Gibb, Inc. 0.06% Add +6.0% 12,181 $582K
Matisse Capital 0.30% No change 12,164 $582K
Meridian Wealth Partners, LLC 0.09% Add +47.4% 12,141 $581K
Blue Barn Wealth, LLC 0.30% Add +5.5% 12,078 $578K
Simplicity Wealth,LLC 0.12% Reduce -13.3% 11,977 $573K
Fortis Capital Advisors, LLC 0.20% Add +5.7% 10,907 $571K
Monograph Wealth Advisors, LLC 0.08% Reduce -20.2% 11,944 $571K
Center For Asset Management LLC 0.37% Reduce -1.9% 11,938 $571K
GeoWealth Management, LLC 0.02% Add +55.3% 11,936 $571K
Tufton Capital Management 0.11% Reduce -0.8% 11,856 $567K
Intelligence Driven Advisers, LLC 0.11% Reduce -44.3% 11,855 $567K
Strategic Financial Partners, Ltd. 0.29% Reduce -0.3% 11,847 $567K
Vestia Personal Wealth Advisors 0.46% Reduce -6.0% 11,774 $563K
Capstone Wealth Management Group LLC 0.43% — 11,729 $561K
HTG Investment Advisors, Inc. 0.26% Add +0.2% 11,719 $560K
KKM Financial LLC 0.23% Add +100.3% 11,445 $559K
Legacy Capital Wealth Partners, LLC 0.14% Reduce -0.1% 11,620 $556K
Webster Bank, N. A. 0.06% Reduce -4.3% 11,619 $556K
Opulen Financial Group LLC 0.50% — 11,602 $555K
Curtis Advisory Group, LLC 0.15% Add +1.6% 11,571 $553K
Wimmer Associates 1, LLC 0.27% No change 11,565 $553K
Jackson Creek Investment Advisors LLC 0.17% Reduce -4.5% 11,550 $552K
Realta Investment Advisors 0.23% New 11,481 $551K
Snider Financial Group 0.17% New 11,409 $546K
Northwest Quadrant Wealth Management, LLC 0.12% Add +139.0% 11,389 $545K
W Advisors, LLC 0.34% Reduce -4.2% 11,387 $545K
Bedel Financial Consulting, Inc. 0.08% Add +183.6% 10,760 $542K
Grandfield & Dodd, LLC 0.03% Add +13.2% 11,310 $541K
West Michigan Advisors, LLC 0.16% Reduce -1.2% 11,294 $540K
IPG Investment Advisors LLC 0.12% New 11,268 $539K
Colonial River Investments, LLC 0.26% Reduce -4.1% 11,265 $539K
Radnor Capital Management, LLC 0.09% Reduce -24.4% 11,260 $538K
Kraft Asset Management, LLC 0.41% New 11,114 $535K
Motiv8 Investments LLC 0.38% Reduce -40.7% 11,181 $535K
Spinnaker Investment Group, LLC 0.13% Reduce -4.9% 11,158 $534K
Viawealth, LLC 0.32% Reduce -38.8% 11,136 $533K
Chatham Capital Group, Inc. 0.09% No change 11,104 $531K
Summit Wealth & Retirement Planning, Inc. 0.16% Add +0.2% 11,062 $529K
Capital World Investors 0.00% Add +67.2% 11,049 $528K
Shakespeare Wealth Management, LLC 0.14% Reduce -1.8% 11,026 $527K
Siligmueller & Norvid Wealth Advisors LLC 0.22% — 11,020 $527K
Fort Vancouver Investment Management, LLC 0.45% No change 11,007 $526K
Cornerstone Financial Group, LLC 0.51% — 10,856 $519K
Hanover Advisors Inc. 0.22% Reduce -2.8% 10,775 $515K
Benchmark Wealth Management, LLC 0.25% Add +0.1% 10,766 $515K
Burton Enright Welch 0.11% Add +0.6% 10,725 $513K
Beam Wealth Advisors, Inc. 0.16% Reduce -16.0% 10,709 $512K
Oak Wealth Advisors LLC 0.39% — 10,696 $511K
Valued Retirements, Inc. 0.69% Add +7.2% 10,693 $511K
American Alpha Advisors, LLC 0.46% Reduce -94.3% 10,625 $508K
Valley Forge Investment Consultants Inc. Adv 0.17% Add +4.3% 10,585 $506K
Wealth Dimensions Group, Ltd. 0.12% Add +38.0% 10,554 $505K
River Street Advisors LLC 0.26% New 10,544 $504K
Horan Securities, Inc. 0.19% Add +3.6% 10,522 $503K
Redmond Asset Management, LLC 0.12% Add +13.8% 10,448 $500K
Lebenthal Global Advisors, LLC 0.09% Reduce -0.6% 10,446 $500K
Kelleher Financial Advisors 0.19% No change 10,365 $496K
David Wealth Management LLC 0.41% — 10,360 $495K
Michels Family Financial, LLC 0.45% — 10,337 $494K
Heritage Wealth Advisors 0.02% Add +4.8% 10,333 $494K
Ascentis Independent Advisors 0.09% Reduce -0.8% 10,331 $494K
Kagan Cocozza Asset Management 0.41% — 10,314 $493K
Koss-Olinger Consulting, LLC 0.04% Add +2.3% 10,307 $493K
Seneschal Advisors, LLC 0.41% — 10,275 $491K
Sierra Ocean, LLC 0.40% — 10,262 $491K
Heritage Investors Management Corp. 0.02% Add +10.8% 10,245 $490K
Carnegie Investment Counsel 0.01% Add +110.6% 10,178 $487K
Cherry Creek Investment Advisors, Inc. 0.24% Add +0.7% 10,177 $487K
Frontier Asset Management, LLC 0.16% Add +1.5% 10,161 $486K
Guardian Asset Advisors, LLC 0.31% Add +19.1% 10,121 $484K
Genesis Private Wealth, LLC 0.27% — 10,114 $484K
First National Bank Sioux Falls 0.21% Reduce -42.1% 10,108 $483K
Retirement Income Solutions, Inc. 0.10% Add +89.6% 10,105 $483K
Ellsworth Advisors, LLC 0.13% Reduce -8.5% 10,066 $481K
SkyOak Wealth, LLC 0.10% Add +123.9% 10,035 $480K
Peak Asset Management, LLC 0.09% No change 10,004 $478K
Louisbourg Investments Inc. 0.13% No change 10,000 $478K
Wealth Alliance, LLC 0.06% Add +1.1% 9,947 $476K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +71.0% 9,946 $475K
Mustard Seed Financial, LLC 0.38% Add +0.3% 9,859 $471K
Denver PWM, LLC 0.18% No change 9,826 $470K
Beacon Financial Advisory LLC 0.15% Reduce -4.4% 9,709 $464K
NTV Asset Management LLC 0.06% Reduce -1.0% 9,676 $463K
Insight Advisors, LLC/ PA 0.08% Reduce -3.3% 9,663 $462K
Stanley-Laman Group, Ltd. 0.06% Add +15.1% 9,658 $462K
Baldwin Wealth Partners LLC 0.03% Reduce -17.8% 9,644 $461K
Rooted Wealth Advisors, Inc. 0.18% Reduce -14.4% 9,484 $458K
North Berkeley Wealth Management, LLC 0.46% — 9,537 $456K
Wellspring Financial Advisors, LLC 0.05% Add +18.4% 9,456 $452K
Impact Partnership Wealth, LLC 0.09% Add +2.5% 9,430 $451K
First Interstate Bank 0.03% Add +14.5% 9,414 $450K
Haven Private, LLC 0.25% — 9,403 $450K
Cozad Asset Management Inc. 0.04% Reduce -17.8% 9,396 $449K
Unique Wealth, LLC 0.09% Reduce -30.9% 9,356 $447K
Private Wealth Group, LLC 0.22% No change 9,356 $447K
Anchor Investment Management, LLC 0.04% Add +0.5% 9,333 $446K
Sonora Investment Management Group, LLC 0.03% Add +94.9% 9,286 $444K
Forza Wealth Management, LLC 0.20% No change 9,274 $443K
Boston Trust Walden Corp 0.00% Add +35.3% 9,207 $440K
Carmel Capital Partners, LLC 0.18% Add +21.0% 9,197 $440K
TL Private Wealth 0.20% Add +1.5% 9,082 $437K
Alexander Randolph Advisory, Inc. 0.40% No change 9,100 $435K
Russell Investments Group, Ltd. 0.00% Add +37.5% 9,043 $432K
GEM Asset Management, LLC 0.24% Add +1.5% 9,040 $432K
LCNB Corp. 0.16% Add +0.8% 9,034 $432K
SeaBridge Investment Advisors LLC 0.09% No change 8,959 $428K
Capital Research Global Investors 0.00% Add +43.9% 8,885 $425K
Yardley Wealth Management LLC 0.21% No change 8,869 $424K
BWM Planning, LLC 0.18% Add +5.1% 8,838 $423K
Lincoln Capital LLC 0.09% Add +0.0% 8,769 $419K
Adirondack Trust Co. 0.16% No change 8,763 $419K
GDS Wealth Management 0.04% Reduce -48.7% 8,702 $416K
Able Wealth Management LLC 0.27% Add +57.1% 8,699 $416K
Criterion Capital Advisors, LLC 0.26% No change 8,408 $416K
Burney Co./ 0.01% Reduce -0.1% 8,679 $415K
B & T Capital Management DBA Alpha Capital Management 0.08% Add +1.4% 8,675 $415K
CWS Financial Advisors, LLC 0.13% Add +5.2% 8,664 $414K
Bogart Wealth, LLC 0.02% Add +0.0% 8,660 $414K
Financial Alternatives, Inc 0.29% No change 8,639 $413K
Quotient Wealth Partners, LLC 0.01% Add +8.1% 8,565 $410K
Fourpath Capital Management, LLC 0.08% Add +0.1% 8,523 $408K
Awm Capital, LLC 0.05% Add +0.3% 8,512 $407K
Synergy Investment Management, LLC 0.17% — 8,509 $407K
Old Second National Bank of Aurora 0.09% Add +151.4% 8,501 $407K
Toews Corp. 0.24% Reduce -98.7% 8,497 $406K
Alamar Capital Management, LLC 0.22% No change 8,485 $406K
Tme Financial, Inc. 0.38% — 7,682 $406K
Sonoma Private Wealth LLC 0.65% Reduce -1.4% 8,477 $405K
VeraBank, N.A. 0.11% Reduce -1.8% 8,468 $405K
Equitable Trust Co. 0.02% New 8,459 $405K
Glenview Trust Co 0.01% Reduce -0.3% 8,450 $404K
Next Level Private LLC 0.16% No change 8,426 $403K
Eagle Strategies LLC 0.07% Reduce -1.8% 8,418 $403K
Richards, Merrill & Peterson, Inc. 0.21% — 8,418 $403K
Tucker Asset Management LLC 0.09% Add +73.0% 8,379 $401K
Monarch Capital Management Inc. 0.11% No change 8,376 $401K
AssuredPartners Investment Advisors, LLC 0.08% — 8,366 $400K
J. W. Coons Advisors, LLC 0.10% Reduce -2.1% 8,364 $400K
Citrine Capital LLC 0.29% — 8,363 $400K
First United Bank & Trust 0.14% No change 8,340 $399K
Exchange Capital Management, Inc. 0.06% Add +91.4% 8,336 $399K
Greenwood Capital Associates LLC 0.05% Add +55.3% 8,317 $398K
Sunpointe, LLC 0.20% Reduce -30.8% 8,281 $396K
Unionview, LLC 0.29% Add +1.4% 8,272 $396K
Asset Management Group, Inc. 0.07% Add +1.2% 8,255 $395K
Beacon Bank & Trust 0.09% Add +8.3% 8,235 $394K
Twelve Points Wealth Management LLC 0.11% Reduce -55.9% 8,215 $393K
Talisman Wealth Advisors LLC 0.42% Reduce -16.4% 8,212 $393K
WMS Partners, LLC 0.02% Add +12.3% 8,199 $392K
Emergent Wealth Advisors, LLC 0.28% Reduce -10.2% 8,198 $392K
GFS Advisors, LLC 0.06% No change 8,159 $390K
Blue Zone Wealth Advisors, LLC 0.11% Add +1.6% 8,141 $389K
Keyes, Stange & Wooten Wealth Management, LLC 0.23% No change 8,139 $389K
Orca Investment Management, LLC 0.37% Reduce -5.5% 8,134 $389K
Ruedi Wealth Management, Inc. 0.12% Add +4.2% 8,100 $387K
Grant/GrossMendelsohn, LLC 0.20% New 8,042 $385K
Econ Financial Services Corp 0.22% No change 8,041 $385K
Sendero Wealth Management, LLC 0.06% New 7,994 $382K
Kera Capital Partners, Inc. 0.11% — 7,988 $382K
Key Client Fiduciary Advisors, LLC 0.17% Reduce -3.1% 7,956 $380K
Leelyn Smith, LLC 0.07% New 7,944 $380K
Sunbeam Capital Management, LLC 0.35% — 7,913 $378K
Capstone Financial Advisors, Inc. 0.02% Reduce -1.6% 7,899 $378K
Community Financial Services Group, LLC 0.07% Reduce -84.3% 7,894 $377K
KFA Private Wealth Group, LLC 0.16% Add +1.9% 7,886 $377K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.08% Add +125.6% 7,878 $377K
Lam Group, Inc. 0.27% No change 7,862 $376K
Lee Danner & Bass Inc. 0.03% New 7,842 $375K
Intelligent Financial Strategies 0.21% Reduce -13.8% 7,763 $371K
Emerald Advisors, LLC 0.05% Add +9.4% 7,752 $371K
Capital Advisors Inc. 0.01% Add +20.3% 7,752 $371K
Goodman Financial Corp 0.08% Add +1.5% 7,737 $370K
Total Wealth Planning, LLC 0.06% Reduce -5.2% 7,694 $368K
First Merchants Corp. 0.01% Add +1.3% 7,687 $368K
Maple Capital Management, Inc. 0.03% Add +13.8% 7,668 $367K
Schorn Wealth LLC 0.12% Reduce -7.7% 7,656 $366K
Pin Oak Investment Advisors Inc. 0.33% No change 6,938 $366K
Cooper Financial Group 0.04% Add +2.4% 7,652 $366K
Capital Management Associates, Inc 0.14% Reduce -11.3% 7,644 $366K
Bison Wealth, LLC 0.08% Reduce -5.9% 7,637 $365K
Palo Alto Wealth Advisors, LLC 0.13% Add +15.6% 7,536 $360K
Mitchell Capital Management Co. 0.06% No change 7,519 $360K
Disciplined Investments, LLC 0.18% Add +45.7% 7,513 $359K
Compass Financial Group, INC 0.07% Reduce -1.4% 7,486 $358K
Tocqueville Asset Management L.P. 0.01% New 7,465 $357K
Holistic Financial Partners 0.18% Reduce -2.1% 7,460 $357K
Concorde Asset Management, LLC 0.19% No change 7,439 $356K
Gibson Capital, LLC 0.07% Reduce -26.5% 7,438 $356K
Watchman Group, Inc. 0.09% Reduce -0.8% 7,415 $355K
Whalen Wealth Management Inc. 0.24% Add +82.2% 7,392 $353K
Penobscot Investment Management Company, Inc. 0.03% Reduce -4.6% 7,386 $353K
Willow Creek Wealth Management Inc. 0.04% Add +4.3% 7,384 $353K
McDaniel Terry & Co. 0.03% No change 7,372 $353K
Bank of Marin 0.28% No change 7,375 $353K
Cedar Point Capital Partners, LLC 0.24% Add +44.7% 7,356 $352K
Klingenstein Fields & Co. LP 0.01% No change 7,330 $351K
TCI Wealth Advisors, Inc. 0.03% Add +3.4% 7,294 $349K
Stonebridge Capital Advisors LLC 0.03% Reduce -15.0% 7,282 $348K
Vantage Point Financial LLC 0.19% — 7,265 $347K
Gerber Kawasaki Wealth & Investment Management 0.02% Reduce -9.7% 7,255 $347K
Sound Income Strategies, LLC 0.02% Add +1.2% 7,244 $346K
SwitchPoint Financial Planning, LLC 0.33% — 7,218 $345K
Huntleigh Advisors, Inc. 0.07% — 7,218 $345K
Harbor Group, Inc. 0.08% Add +34.6% 7,205 $345K
American State Bank (Iowa) 0.21% No change 7,174 $343K
Yoffe Investment Management, LLC 0.50% — 7,089 $339K
Provenance Wealth Advisors, LLC 0.04% No change 7,074 $338K
Wealth Management Nebraska 0.05% — 7,043 $337K
Bank Ozk 0.14% Add +14.5% 7,033 $336K
Financial Partners Group, LLC 0.14% Add +2.7% 7,024 $336K
Security National Bank 0.05% New 6,993 $334K
Whitaker-Myers Wealth Managers, LTD. 0.10% New 6,991 $334K
Bright Futures Wealth Management, LLC. 0.30% Reduce -2.0% 6,693 $334K
Kendall Capital Management 0.10% New 6,952 $332K
NWF Advisory Services Inc. 0.05% Reduce -24.3% 6,928 $331K
McGlone Suttner Wealth Management, Inc. 0.06% Add +0.2% 6,922 $331K
BCS Wealth Management 0.08% New 6,932 $331K
First Pacific Financial 0.08% Add +836.9% 6,905 $330K
Financial Management Network Inc. 0.07% Reduce -45.9% 6,869 $330K
HHM Wealth Advisors, LLC 0.04% No change 6,879 $329K
Bluesphere Advisors LLC 0.16% Reduce -25.9% 6,866 $328K
Stanich Group LLC 0.24% — 6,857 $328K
Mechanics Bank Trust Department 0.04% No change 6,834 $327K
Physician Wealth Advisors, Inc. 0.05% Reduce -4.3% 6,785 $324K
Macroview Investment Management LLC 0.33% Add +450.8% 6,780 $324K
RPS Advisory Solutions LLC 0.20% Reduce -12.7% 6,768 $324K
L.K. Benson & Company, P.C. 0.23% — 6,738 $322K
Marks Group Wealth Management, Inc 0.03% No change 6,736 $322K
Clark Financial Services Group Inc. 0.25% Reduce -8.8% 6,727 $322K
Salem Investment Counselors Inc. 0.01% Add +3.7% 6,721 $321K
CM Wealth Advisors LLC 0.10% No change 6,698 $320K
Acas, LLC 0.24% Reduce -15.1% 6,354 $320K
Integrity Alliance, Llc. 0.03% — 6,688 $320K
Wingate Wealth Advisors, Inc. 0.31% — 6,683 $320K
Pasadena Private Wealth, LLC 0.07% No change 6,675 $319K
Y-Intercept (Hong Kong) Ltd 0.02% New 6,659 $318K
PUREfi Wealth, LLC 0.31% — 6,641 $318K
Atlas Capital Advisors Inc. 0.04% No change 6,615 $316K
Apollon Financial, LLC 0.08% Reduce -9.7% 6,614 $316K
Aspiring Ventures, LLC 0.20% — 6,507 $316K
Obsidian Cio, LLC 0.06% Add +73.8% 6,594 $315K
Good Life Advisors, LLC 0.02% Reduce -47.0% 6,587 $315K
JDH Wealth Management, LLC 0.28% — 6,583 $315K
Performance Wealth Partners, LLC 0.01% Reduce -11.4% 6,576 $314K
Lifeworks Advisors, LLC 0.06% Add +10.2% 6,565 $314K
Detalus Advisors, LLC 0.10% Reduce -37.9% 6,552 $313K
Arcadia Wealth Management, Inc. 0.27% — 6,551 $313K
Seeds Investor LLC 0.09% Add +7.6% 6,543 $313K
Moody LYNN Lieberson & Walker, LLC 0.02% Add +4.2% 6,526 $312K
First Business Financial Services, Inc. 0.03% No change 6,514 $311K
STAR Financial Bank 0.22% Add +3.8% 6,502 $311K
Westfuller Advisors, LLC 0.20% New 6,501 $311K
Onyx Bridge Wealth Group LLC 0.04% Reduce -12.3% 6,500 $311K
Alpha Financial Advisors, LLC 0.14% Add +0.1% 6,492 $310K
Rovin Capital /Ut/ 0.11% Add +43.5% 6,491 $310K
LaSalle St. Investment Advisors, LLC 0.10% Add +8.5% 6,484 $310K
Sharper & Granite LLC 0.14% Reduce -9.3% 6,475 $310K
Brown Financial Advisory 0.22% No change 6,471 $309K
Gibbs Wealth Management 0.08% Add +10.5% 6,469 $309K
Columbia River Financial Group, LLC 0.21% — 6,467 $309K
TrinityPoint Wealth, LLC 0.04% New 6,454 $309K
Evernest Financial Advisors, LLC 0.08% Add +7.0% 6,445 $308K
First Financial Group Corp 0.34% — 6,438 $308K
Stonebridge Financial Group, LLC 0.03% — 6,428 $307K
OneAscent Wealth Management LLC 0.13% Reduce -0.1% 6,422 $307K
SWP Financial LLC 0.18% Reduce -3.7% 6,405 $306K
Gallagher Fiduciary Advisors, LLC 0.06% New 6,395 $306K
Apexium Financial, LP 0.02% Add +2.6% 6,373 $305K
Mine & Arao Wealth Creation & Management, LLC. 0.14% Reduce -14.6% 6,368 $305K
Patton Albertson Miller Group, LLC 0.04% No change 6,340 $303K
Navalign, LLC 0.09% Reduce -11.3% 6,330 $303K
Money Concepts Capital Corp. 0.02% Add +3.9% 6,329 $303K
O'Connor Financial Group LLC 0.16% Add +3.4% 6,318 $302K
Market Street Wealth Management Advisors LLC 0.05% Add +0.1% 6,300 $301K
Koesten, Hirschmann & Crabtree, INC. 0.17% Add +63.1% 6,281 $300K
First Foundation Advisors 0.01% Reduce -22.5% 6,270 $300K
Prosperity Wealth Management, Inc. 0.12% Add +9.6% 6,261 $299K
Vista Capital Partners, Inc. 0.03% Reduce -28.8% 6,251 $299K
XML Financial, LLC 0.03% Add +52.3% 6,203 $297K
Atlas Brown,Inc. 0.10% Reduce -10.7% 6,196 $296K
Coordinated Financial Services, Inc. 0.23% — 6,184 $296K
Heritage Wealth Management, Inc. 0.25% New 6,171 $295K
Investors Research Corp 0.06% No change 6,165 $295K
Magnolia Private Wealth, LLC 0.26% — 6,156 $294K
M1 Capital Management LLC 0.16% — 6,155 $294K
S&co Inc. 0.02% No change 6,150 $294K
Occidental Asset Management, LLC 0.05% Reduce -19.7% 6,139 $294K
Atwater Malick LLC 0.10% No change 6,121 $293K
BlueStem Wealth Partners, LLC 0.04% — 6,118 $293K
ARK & TLK Investments, LLC 0.10% Add +3.5% 6,109 $292K
Alpha Zero LLC 0.22% — 6,109 $292K
TBH Global Asset Management, LLC 0.07% Reduce -27.5% 6,104 $292K
Westover Capital Advisors, LLC 0.06% No change 6,103 $292K
Invenio Wealth Partners LLC 0.12% No change 6,072 $290K
Persium Advisors, LLC 0.29% — 6,057 $290K
Mascagni Wealth Management, Inc. 0.29% — 5,697 $290K
Spinnaker Trust 0.02% Reduce -1.2% 6,029 $288K
Prodigy Asset Management LLC 0.25% — 6,027 $288K
Alpha Cubed Investments, LLC 0.01% Add +11.3% 6,006 $287K
Newman Dignan & Sheerar, Inc. 0.07% New 5,997 $287K
Morton Capital Management LLC 0.05% Add +0.1% 5,985 $286K
Entrewealth, LLC 0.26% — 5,448 $286K
AA Financial Advisors, LLC 0.08% Add +12.8% 5,974 $286K
Guidance Point Advisors, LLC 0.08% Add +1.5% 5,965 $285K
Sit Investment Associates Inc. 0.01% No change 5,955 $285K
Williamson Legacy Group, LLC 0.19% Reduce -27.7% 5,950 $285K
Westbourne Investments, Inc. 0.17% — 5,944 $284K
Selective Wealth Management, Inc. 0.12% No change 5,974 $284K
Melfa Wealth Management, Inc. 0.19% Add +0.0% 5,912 $283K
Winebrenner Capital Management LLC 0.22% — 5,903 $282K
SlateStone Wealth, LLC 0.03% No change 5,888 $282K
Tillman Hartley LLC 0.08% Reduce -15.6% 5,894 $282K
Horan Capital Advisors, LLC. 0.09% No change 5,859 $280K
Frisch Financial Group, Inc. 0.08% Reduce -0.8% 5,845 $280K
Mainsail Asset Management, LLC 0.19% Add +1.7% 5,816 $278K
Chilton Investment Co. Inc. 0.01% Add +5.6% 5,790 $277K
Wealth Group Ltd 0.08% No change 5,784 $277K
Fortis Capital Management LLC 0.05% Add +5.8% 5,769 $276K
Cape Investment Advisory, Inc. 0.11% Add +13.5% 5,763 $276K
Clarity Wealth Advisors, LLC 0.07% Reduce -14.4% 5,751 $275K
Providence Capital Advisors, LLC 0.06% No change 5,743 $275K
Lee, Kelleher & Klein Wealth Management 0.20% — 5,740 $274K
Hidden Cove Wealth Management, LLC 0.22% — 5,722 $274K
Truvestments Capital LLC 0.07% Reduce -41.6% 5,721 $274K
Lakeridge Wealth Management LLC 0.14% Add +5.6% 5,715 $273K
JPL Wealth Management, LLC 0.08% — 5,701 $273K
Athena Investment Management 0.16% No change 5,700 $273K
TD Capital Management LLC 0.03% Reduce -24.0% 5,631 $269K
First Financial Bank - Trust Division 0.03% Reduce -1.1% 5,626 $269K
WMG Financial Advisors, LLC 0.12% Add +6.6% 5,623 $269K
Tull Financial Group, Inc. 0.16% Reduce -6.0% 5,605 $268K
Austin Asset Management Co Inc 0.06% Reduce -6.4% 5,597 $268K
Private Advisory Group LLC 0.03% New 5,566 $266K
FLC Capital Advisors 0.06% No change 5,555 $266K
Foster Dykema Cabot & Partners, LLC 0.02% Reduce -67.0% 5,552 $265K
Hexagon Capital Partners LLC 0.05% Add +26.0% 5,548 $265K
Slagle Financial, LLC 0.12% Add +0.6% 5,542 $265K
True Wealth Design, LLC 0.10% No change 5,542 $265K
Landaas & Co. /Wi 0.07% New 5,548 $265K
Jaffetilchin Investment Partners, LLC 0.02% Reduce -0.5% 5,527 $264K
Fsa Wealth Partners, Inc. 0.06% Add +2.6% 5,519 $264K
Vickerman Investment Advisors, Inc. 0.07% No change 5,513 $264K
Councilor Wealth, LLC 0.13% Add +0.5% 5,503 $263K
Harrington Investments, INC 0.14% New 5,501 $263K
Ti-Trust, Inc. 0.18% No change 5,476 $262K
Hubbell Strickland Wealth Management, LLC 0.12% Add +9.4% 5,475 $262K
Schmidt P J Investment Management Inc. 0.05% No change 5,466 $261K
Napa Wealth Management 0.11% New 5,454 $261K
Alpha Omega Wealth Management LLC 0.05% No change 5,458 $261K
Transcend Capital Advisors, LLC 0.02% Reduce -14.8% 5,456 $261K
S&T Bank 0.08% Reduce -80.8% 5,425 $259K
Davis Wealth Advisors, LLC 0.29% — 5,424 $259K
Nautilus Advisors LLC 0.21% — 5,423 $259K
Caldwell Sutter Capital, Inc. 0.12% Add +4.4% 5,421 $259K
My Legacy Advisors, LLC 0.10% Reduce -9.7% 5,381 $259K
Westbourne Investment Advisors, Inc. 0.09% New 5,423 $259K
Ethos Financial Group, LLC 0.03% Reduce -1.0% 5,412 $259K
Sterling Investment Advisors LLC 0.15% Add +1.1% 5,400 $258K
Shore Point Advisors, LLC 0.14% Add +1.9% 5,399 $258K
Nvest Financial, LLC 0.13% Add +11.2% 5,335 $255K
Atlantic Private Wealth, LLC 0.19% No change 5,289 $253K
jvl associates llc 0.10% No change 5,275 $252K
Schaper Benz & Wise Investment Counsel Inc. 0.02% New 5,273 $252K
Bfsg, LLC 0.03% Reduce -12.3% 5,266 $252K
ORBA Wealth Advisors, L.L.C. 0.13% No change 5,254 $251K
Capital Planning LLC 0.07% No change 5,239 $251K
Chris Bulman Inc 0.16% Reduce -89.0% 5,234 $250K
Fjell Capital, LLC 0.26% — 5,215 $249K
MKT Advisors LLC 0.11% Reduce -11.3% 5,131 $249K
Caitlin John, LLC 0.17% Reduce -1.1% 5,212 $249K
Sunbelt Securities, Inc. 0.02% Reduce -55.6% 5,203 $249K
Aft, Forsyth & Company, Inc. 0.12% No change 5,200 $249K
Ergawealth Advisors, Inc. 0.12% New 5,198 $249K
Sterling Investment Advisors, Ltd. 0.06% No change 5,192 $248K
GW&K Investment Management, LLC 0.00% Reduce -2.3% 5,196 $248K
Stage Harbor Financial, LLC 0.22% New 5,171 $247K
Bridge Creek Capital Management LLC 0.08% New 5,155 $247K
Summit X, LLC 0.05% New 5,143 $246K
Brighton Securities Corp. 0.12% — 5,130 $245K
Henrickson Nauta Wealth Advisors, Inc. 0.10% No change 5,115 $245K
Gries Financial LLC 0.04% Reduce -35.9% 5,094 $244K
Park Square Financial Group, LLC 0.17% — 5,090 $243K
Chemistry Wealth Management LLC 0.06% No change 5,085 $243K
SIMA Wealth Partners, LLC 0.21% Add +1.6% 5,073 $243K
Members Trust Co 0.01% Add +13.3% 5,048 $241K
OMNI 360 Wealth, Inc. 0.16% Reduce -5.3% 5,032 $241K
Forefront Wealth Partners, LLC 0.18% — 5,017 $240K
High Net Worth Advisory Group LLC 0.07% New 5,008 $240K
Signify Wealth 0.27% Add +11.3% 5,004 $239K
FreeGulliver LLC 0.12% Reduce -21.7% 4,989 $239K
Garden State Investment Advisory Services LLC 0.07% Reduce -7.7% 4,961 $237K
Columbia Bank 0.08% New 4,981 $237K
Collaborative Wealth Managment Inc. 0.11% Reduce -1.7% 4,953 $237K
Advisory Alpha, LLC 0.01% Reduce -17.1% 4,946 $237K
Axim Planning & Wealth 0.25% New 4,930 $236K
High Note Wealth, LLC 0.06% Reduce -3.1% 4,930 $236K
Trust Point Inc. 0.02% Add +14.5% 4,915 $235K
Virtue Capital Management, LLC 0.05% Add +0.9% 4,900 $234K
Lockerman Financial Group, Inc. 0.40% Add +4.0% 4,900 $234K
Eastover Investment Advisors LLC 0.11% Add +21.3% 4,889 $234K
Calamos Wealth Management LLC 0.01% Add +3.6% 4,888 $234K
Watts Gwilliam & Co., LLC 0.05% Add +10.1% 4,823 $233K
Front Row Advisors LLC 0.08% No change 4,867 $233K
Ames National Corp. 0.16% — 4,850 $232K
Cascade Investment Group, Inc. 0.17% No change 4,848 $232K
Excalibur Management Corp. 0.09% Reduce -3.2% 4,838 $231K
Harbour Investment Management LLC 0.10% No change 4,829 $231K
Fortitude Advisory Group L.L.C. 0.14% Reduce -10.0% 4,821 $231K
National Wealth Management Group, LLC 0.15% Add +4.2% 4,819 $230K
Arizona PSPRS Trust 0.01% New 4,804 $230K
Spirepoint Private Client, LLC 0.03% Add +0.9% 4,798 $229K
Curio Wealth, LLC 0.12% — 4,773 $228K
Alta Wealth Advisors LLC 0.10% Add +3.2% 4,760 $228K
Invst, LLC 0.03% Add +1.3% 4,757 $227K
Hamilton Point Investment Advisors, LLC 0.04% New 4,750 $227K
CRA Financial Services, LLC 0.04% New 4,735 $226K
Maxele Advisors, LLC 0.22% — 4,730 $226K
Thompson Davis & Co., Inc. 0.15% No change 4,730 $226K
Fingerlakes Wealth Management, Inc. 0.18% Reduce -2.6% 4,729 $226K
Empirical Asset Management, LLC 0.07% Add +0.3% 148,909 $226K
Hoxton Planning & Management, LLC 0.09% No change 4,716 $226K
Satovsky Asset Management LLC 0.05% Reduce -2.7% 4,712 $225K
Alaethes Wealth, LLC 0.08% Reduce -47.3% 4,712 $225K
Mason Investment Advisory Services, Inc. 0.01% Add +1.5% 4,705 $225K
Tyler-Stone Wealth Management 0.04% New 4,704 $225K
Canopy Partners, LLC 0.09% New 4,701 $225K
Great Waters Wealth Management 0.03% Add +15.1% 4,701 $225K
Kirtland Hills Capital Management, LLC 0.14% New 4,698 $225K
JB Capital LLC 0.01% Add +16.4% 4,687 $224K
Quest 10 Wealth Builders, Inc. 0.22% — 4,680 $224K
PCG Wealth Advisors, LLC 0.08% No change 4,638 $222K
Copperwynd Financial, LLC 0.06% Add +1.5% 4,636 $222K
Pacific Sage Partners, LLC 0.05% New 4,625 $221K
Werba Rubin Papier Wealth Management 0.05% Add +7.4% 4,617 $221K
Tradewinds, LLC. 0.06% Reduce -33.3% 4,361 $221K
Ameriflex Group, Inc. 0.10% — 4,418 $221K
Investmark Advisory Group LLC 0.11% Add +0.7% 4,604 $220K
Barnes Pettey Financial Advisors, LLC 0.17% Add +1.2% 4,586 $219K
Ullmann Wealth Partners Group, LLC 0.03% Add +8.4% 4,566 $218K
FWG Investments, LLC. 0.17% Reduce -33.5% 4,559 $218K
Balefire, LLC 0.07% Add +2.4% 4,550 $217K
Riggs Capital Management LLC 0.21% — 4,540 $217K
Formidable Asset Management, LLC 0.04% Reduce -17.0% 4,526 $216K
WealthCollab, LLC 0.14% Reduce -5.7% 4,518 $216K
Cornerstone Advisors Asset Management, LLC 0.05% New 4,511 $216K
Chicago Capital, LLC 0.01% Add +0.1% 4,510 $216K
MPWM Advisory Solutions, LLC 0.16% — 4,507 $216K
Wallace Capital Management Inc. 0.03% No change 4,500 $215K
Delta Financial Group, Inc. 0.05% New 4,488 $215K
Voisard Asset Management Group, Inc. 0.07% Add +24.5% 4,495 $215K
Brown Miller Wealth Management, LLC 0.08% Add +0.0% 4,485 $215K
Zullo Investment Group, Inc. 0.09% Reduce -4.2% 4,450 $213K
Sivia Capital Partners, LLC 0.11% New 4,436 $212K
Kingdom Financial Group LLC. 0.14% Reduce -4.8% 4,422 $211K
Twin Peaks Wealth Advisors, LLC 0.09% No change 4,417 $211K
Mraz, Amerine & Associates, Inc. 0.04% No change 4,411 $211K
Accelerate Investment Advisors LLC 0.19% New 4,405 $211K
WealthTrust Axiom LLC 0.06% No change 4,399 $210K
Foster & Motley Inc. 0.01% Reduce -2.1% 4,383 $210K
Truefg, LLC 0.07% Add +0.6% 4,382 $210K
Reynders McVeigh Capital Management, LLC 0.01% Reduce -3.2% 4,365 $209K
Cornerstone Wealth Group, LLC 0.02% New 4,357 $208K
Saxon Interests, Inc. 0.09% Reduce -64.8% 4,334 $207K
Wallace Advisory Group, LLC 0.14% New 3,919 $207K
Portland Financial Advisors Inc 0.55% — 4,301 $206K
Blue Bell Private Wealth Management, LLC 0.04% Add +10.8% 4,273 $204K
Argent Advisors, Inc. 0.08% Add +3.9% 4,262 $204K
Bernardo Wealth Planning LLC 0.05% Add +1.2% 4,283 $204K
Glen Eagle Advisors, LLC 0.03% Add +24.1% 4,239 $203K
Catalyst Private Wealth, LLC 0.09% No change 4,224 $202K
USAdvisors Wealth Management, LLC 0.07% Add +0.6% 4,234 $202K
One Charles Private Wealth Services, LLC 0.07% No change 4,209 $201K
DF Dent & Co. Inc. 0.00% No change 4,202 $201K
Baldwin Investment Management, LLC 0.03% Reduce -46.6% 4,184 $200K
Marshall Investment Management, LLC 0.12% — 3,784 $200K
Bruce G. Allen Investments, LLC 0.16% Add +181.6% 4,112 $197K
Princeton Global Asset Management LLC 0.04% Reduce -29.8% 4,072 $195K
Moisand Fitzgerald Tamayo, LLC 0.03% No change 4,064 $194K
2UniFi Bank 0.13% — 3,994 $191K
Evensky & Katz LLC 0.01% Add +15.6% 3,900 $187K
Strategic Investment Management, LLC 0.06% New 3,890 $186K
Brown, Lisle/Cummings, Inc. 0.05% Add +5.5% 3,842 $184K
Duncker Streett & Co. Inc. 0.03% No change 3,739 $179K
Reyes Financial Architecture, Inc. 0.14% — 3,732 $178K
Colonial Trust Co / SC 0.03% Reduce -39.0% 3,716 $178K
Rothschild Investment LLC 0.01% Add +16.1% 3,697 $177K
Redwood Park Advisors LLC 0.15% — 3,575 $171K
Global Wealth Strategies & Associates 0.05% Reduce -5.8% 3,562 $170K
TCTC Holdings, LLC 0.01% No change 3,560 $170K
Hazlett, Burt & Watson, Inc. 0.07% Reduce -60.6% 3,501 $168K
Gables Capital Management Inc. 0.08% No change 3,509 $168K
DHJJ Financial Advisors, Ltd. 0.06% Add +0.1% 3,456 $165K
Peterson Wealth Services 0.05% No change 3,386 $162K
Sterling Capital Management LLC 0.00% Reduce -77.3% 3,299 $158K
Ransom Advisory, Ltd 0.07% No change 3,273 $157K
Rowlandmiller & Partners.adv 0.03% Add +0.4% 3,226 $154K
Hollencrest Capital Management 0.01% No change 3,211 $154K
Evelyn Partners Asset Management Ltd 0.04% — 3,182 $152K
Union Savings Bank 0.07% No change 3,154 $151K
Signature Resources Capital Management, LLC 0.13% Reduce -1.2% 3,131 $150K
Hemington Wealth Management 0.04% Add +56.5% 3,114 $148K
Promus Capital, LLC 0.11% — 3,044 $146K
Central Pacific Bank - Trust Division 0.02% No change 3,026 $145K
Concord Wealth Partners 0.02% Reduce -18.7% 2,999 $143K
Van Hulzen Asset Management, LLC 0.01% New 2,910 $139K
Indiana Trust & Investment Management Co 0.05% No change 2,890 $138K
GoalVest Advisory LLC 0.04% Reduce -1.7% 2,876 $138K
Noble Wealth Management PBC 0.10% — 2,864 $137K
Tsfg, LLC 0.03% Add +0.8% 2,814 $135K
Vestor Capital, LLC 0.01% New 2,832 $135K
Beacon Capital Management, LLC 0.02% Reduce -7.5% 2,793 $134K
Ironwood Wealth Management, LLC. 0.04% Add +7.7% 2,674 $128K
Colonial Trust Advisors 0.01% No change 2,637 $126K
FPC Investment Advisory, Inc. 0.09% New 2,518 $126K
Pacifica Partners Inc. 0.05% No change 2,628 $125K
IAG Wealth Partners, LLC 0.02% Reduce -0.9% 2,574 $123K
Coston, McIsaac & Partners 0.04% Add +0.0% 2,574 $123K
Harbor Investment Advisory, LLC 0.01% No change 2,522 $121K
EnRich Financial Partners LLC 0.04% No change 2,403 $115K
GPS Wealth Strategies Group, LLC 0.01% Reduce -13.1% 2,333 $112K
Greenline Partners, LLC 0.02% New 2,320 $111K
Future Financial Wealth Managment LLC 0.08% No change 2,220 $106K
SJS Investment Consulting Inc. 0.02% Add +7.4% 2,127 $102K
Mainstream Capital Management LLC 0.07% New 2,069 $99K
Wiser Advisor Group LLC 0.14% Add +0.7% 2,027 $97K
Creative Capital Management Investments LLC 0.04% New 2,025 $97K
American National Bank & Trust 0.01% Reduce -39.5% 2,011 $96K
Nordwand Advisors, LLC 0.04% No change 2,005 $96K
Castleview Partners, LLC 0.05% Reduce -78.3% 1,950 $93K
Robinswood Financial LLC 0.03% No change 1,931 $92K
HBC Financial Services, PLLC 0.06% Add +1.9% 1,938 $92K
Field & Main Bank 0.03% No change 1,913 $91K
DiNuzzo Private Wealth, Inc. 0.01% No change 1,873 $90K
Frazier Financial Advisors, LLC 0.07% Add +400.3% 1,861 $89K
MCF Advisors LLC 0.01% Add +1.1% 1,778 $85K
Olistico Wealth, LLC 0.05% No change 1,708 $82K
TFC Financial Management, Inc. 0.01% Reduce -20.0% 1,699 $81K
Consultiva Wealth Management, Corp. 0.40% No change 1,684 $81K
POM Investment Strategies, LLC 0.06% Add +67.0% 1,640 $78K
Winnacle Wealth LLC 0.08% — 1,625 $78K
Longview Financial Advisors LLC 0.05% — 1,619 $77K
Paladin Advisory Group, LLC 0.06% No change 1,519 $73K
NFSG Corp 0.02% New 1,519 $73K
Canton Hathaway, LLC 0.02% No change 1,460 $70K
Bridge Generations Wealth Management LLC 0.05% — 1,463 $70K
Jackson, Grant Investment Advisers, Inc. 0.03% Add +1.5% 1,439 $69K
American Capital Advisory, LLC 0.04% Reduce -3.0% 1,363 $65K
Painted Porch Advisors LLC 0.03% Reduce -24.4% 1,344 $64K
Marquette Asset Management, LLC 0.01% Reduce -21.3% 1,313 $63K
ESL Trust Services, LLC 0.01% No change 1,284 $61K
Ramirez Asset Management, Inc. 0.01% No change 1,255 $60K
Centricity Wealth Management, LLC 0.05% — 1,215 $58K
Dakota Community Bank & Trust NA 0.28% No change 1,214 $58K
Bollard Group LLC 0.00% Add +1.5% 1,200 $57K
Wolff Wiese Magana LLC 0.04% Reduce -7.0% 1,188 $57K
Advantage Trust Co 0.03% Reduce -22.1% 1,142 $55K
Urban Financial Advisory Corp 0.03% No change 1,141 $55K
Mendota Financial Group, LLC 0.03% Add +317.3% 1,110 $53K
Pacific Center for Financial Services 0.01% No change 1,106 $53K
Copia Wealth Management 0.05% — 1,085 $52K
WR Wealth Planners, LLC 0.02% Reduce -82.7% 1,085 $52K
Lowe Wealth Advisors, LLC 0.02% Add +2302.3% 1,033 $49K
Financial Freedom, LLC 0.03% No change 1,015 $49K
Aventura Private Wealth, LLC 0.03% — 979 $47K
Fourth Dimension Wealth, LLC 0.02% — 950 $45K
Collier Financial 0.04% — 935 $45K
Silicon Valley Capital Partners 0.00% Add +1.6% 914 $44K
Orion Capital Management LLC 0.02% New 912 $44K
Richardson Capital Management LLC 0.03% Reduce -24.2% 894 $43K
Rise Advisors, LLC 0.02% Add +1.5% 882 $42K
West Paces Advisors Inc. 0.01% No change 882 $42K
Addison Advisors LLC 0.01% No change 876 $42K
Main Street Group, LTD 0.02% Add +2.8% 874 $42K
FSC Wealth Advisors, LLC 0.03% No change 873 $42K
Atwood & Palmer Inc. 0.00% New 872 $42K
Albion Financial Group 0.00% Reduce -75.6% 870 $42K
West Branch Capital LLC 0.01% No change 835 $40K
LRI Investments, LLC 0.00% No change 787 $38K
Roxbury Financial LLC 0.04% — 742 $37K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% Add +44.2% 777 $37K
Crews Bank & Trust 0.01% — 773 $37K
Piscataqua Savings Bank 0.03% No change 769 $37K
Fairscale Capital, LLC 0.03% No change 747 $36K
Dunhill Financial, LLC 0.02% Add +80.6% 715 $34K
Headlands Technologies LLC 0.00% Add +65.2% 702 $34K
Tidemark, LLC 0.01% Reduce -61.1% 694 $33K
HighMark Wealth Management LLC 0.02% Add +1.5% 679 $32K
Keystone Financial Group, Inc. 0.03% — 676 $32K
Your Advocates Ltd., LLP 0.01% No change 670 $32K
Toth Financial Advisory Corp. 0.00% No change 662 $32K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -99.5% 653 $31K
LGT Financial Advisors LLC 0.07% Add +1.5% 622 $30K
Evergreen Private Wealth LLC 0.01% No change 610 $29K
Decker Retirement Planning Inc. 0.02% — 607 $29K
Kathleen S. Wright Associates Inc. 0.01% No change 605 $29K
Chapman Financial Group, LLC 0.02% — 600 $29K
Versant Capital Management, Inc 0.01% No change 600 $29K
Community Bank, N.A. 0.00% No change 580 $28K
Kozak & Associates, Inc. 0.01% Add +268.0% 563 $27K
Sellwood Investment Partners LLC 0.01% — 542 $26K
Transcendent Capital Group LLC 0.01% Add +0.8% 514 $25K
Tower View Wealth Management LLC 0.01% Add +1.4% 497 $24K
Marshall & Sterling Wealth Advisors Inc. 0.02% — 496 $24K
PFS Partners, LLC 0.01% Reduce -0.2% 496 $24K
Eukles Asset Management 0.01% No change 491 $23K
Pinney & Scofield, Inc. 0.02% — 490 $23K
BankPlus Trust Department 0.01% — 483 $23K
Kiely Wealth Advisory Group, Inc. 0.01% No change 440 $22K
Endeavor Private Wealth, Inc. 0.02% — 459 $22K
Anfield Capital Management, LLC 0.01% No change 449 $21K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 446 $21K
Atticus Wealth Management, LLC 0.01% Add +1.4% 443 $21K
Thompson Investment Management, Inc. 0.00% New 428 $20K
Financial Gravity Companies, Inc. 0.00% New 404 $19K
Gleason Group, Inc. 0.00% Reduce -6.3% 399 $19K
Vermillion & White Wealth Management Group, LLC 0.01% No change 358 $17K
CNB Bank 0.01% Add +18.7% 356 $17K
Toronto Dominion Bank 0.00% No change 350 $17K
Northwest Capital Management Inc 0.01% No change 352 $17K
Comprehensive Financial Planning, Inc. 0.01% — 342 $16K
Brooklyn Investment Group 0.00% New 336 $16K
Measured Risk Portfolios, Inc. 0.02% — 330 $16K
Hilltop National Bank 0.00% Reduce -40.0% 330 $16K
Ulland Investment Advisors, LLC 0.01% No change 320 $15K
AlphaMark Advisors, LLC 0.01% No change 319 $15K
Westside Investment Management, Inc. 0.00% No change 300 $14K
Syntax Research, Inc. 0.01% Add +1.5% 270 $13K
Armstrong Advisory Group, Inc. 0.00% No change 268 $13K
Millstone Evans Group, LLC 0.01% — 226 $11K
New Millennium Group LLC 0.01% Reduce -16.9% 222 $11K
Peoples Financial Services Corp. 0.00% Reduce -14.5% 200 $10K
Investment Research & Advisory Group, Inc. 0.00% Add +1.6% 197 $9K
CGC Financial Services, LLC 0.00% No change 185 $9K
Mattson Financial Services, LLC 0.00% New 161 $9K
Synergy Asset Management, LLC 0.00% New 160 $8K
Nemes Rush Group LLC 0.00% Reduce -85.0% 170 $8K
Financial Life Planners 0.01% — 168 $8K
CKW Financial Group 0.00% New 168 $8K
Prudent Man Investment Management, Inc. 0.00% — 163 $8K
Crowley Wealth Management, Inc. 0.01% — 144 $7K
United Community Bank 0.00% No change 142 $7K
Delta Asset Management LLC 0.00% No change 140 $7K
MRP Capital Investments, LLC 0.01% No change 135 $6K
Byrne Asset Management LLC 0.01% No change 127 $6K
Lanark Financial, Inc. 0.55% — 125 $6K
Centerpoint Advisors, LLC 0.00% No change 117 $6K
Tower Research Capital LLC (TRC) 0.00% New 123 $6K
Clark Wealth Partners 0.00% — 114 $5K
New Wave Wealth Advisors LLC 0.00% Reduce -98.4% 107 $5K
Prestige Wealth Management Group LLC 0.00% No change 100 $5K
Hoese & Co LLP 0.00% Reduce -74.2% 100 $5K
SRH Advisors, LLC 0.00% No change 79 $4K
Zeit Capital LLC 0.00% Reduce -81.1% 64 $3K
Innovative Advisory Group, LLC 0.00% — 60 $3K
Capital A Wealth Management, LLC 0.00% — 46 $2K
Activest Wealth Management 0.00% Add +2.2% 46 $2K
North Ridge Wealth Advisors, Inc. 0.00% New 45 $2K
Vermillion Wealth Management, Inc. 0.00% — 40 $2K
Tradewinds Capital Management, LLC 0.00% No change 28 $1K
Valley National Advisers Inc. 0.00% New 27 $1K
Legacy Investment Solutions, LLC 0.00% Reduce -87.4% 16 $804
Legacy Wealth Managment, LLC 0.00% Reduce -87.4% 16 $804
First Community Trust NA 0.00% New 14 $669
Global Trust Asset Management, LLC 0.00% No change 10 $478
Strategic Investment Solutions, Inc. 0.00% No change 9 $435
Spurstone Advisory Services, LLC 0.01% — 9 $430
Davis Capital Management 0.00% No change 8 $385
PSI Advisors, LLC 0.00% No change 6 $287
Householder Group Estate & Retirement Specialist, LLC 0.00% Reduce -99.9% 12 $0

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