Vanguard Ftse Developed ETFVEAETF

13F holders, Q1 2025 (March 31)
2,474holders +66
163new positions
78sold out
7famous investors
$50.86avg. 13F price*

At the end of Q1 2025, 2,474 institutions reported holding Vanguard Ftse Developed ETF (VEA) in their 13F filings, up 66 from Q4 2024. 163 opened new positions and 78 sold out. The largest holders were Bank of America Corp. ($9.6B), Creative Planning ($7.0B) and Betterment LLC ($6.8B). 7 famous investors held it, including Ken Fisher (0.2% of Fisher Asset Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and John W. Rogers Jr. (0.1% of Ariel Investments'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions163$497.2M
Exits78$127.0M

All 13F filers, Q4 2024 → Q1 2025: 112,623,416 shares bought and 71,349,173 shares sold, net +41,274,243 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,474 holders

Bank of America Corp. 0.85% Add +7.6% 188,798,011 $9.6B
Creative Planning 6.61% Reduce -3.4% 138,346,303 $7.0B
Betterment LLC 16.16% Reduce -2.5% 133,982,969 $6.8B
Envestnet Asset Management Inc. 1.62% Add +0.7% 98,747,918 $5.0B
Wells Fargo & Company 0.80% Add +0.1% 65,303,555 $3.3B
Wealthfront Advisers LLC 8.24% Add +3.0% 60,371,395 $3.1B
Northwestern Mutual Wealth Management Co. 2.48% Add +3.2% 59,628,214 $3.0B
Morgan Stanley 0.22% Reduce -1.3% 59,261,632 $3.0B
Jones Financial Companies LLLP 2.48% Reduce -11.9% 54,121,352 $2.8B
WealthNavi Inc. 28.16% Add +0.7% 49,789,539 $2.5B
Northern Trust Corp. 0.32% Add +3.5% 42,599,905 $2.2B
Royal Bank of Canada 0.47% Add +0.1% 41,186,903 $2.1B
Goldman Sachs Group Inc. 0.33% Reduce -8.6% 34,257,864 $1.7B
Mariner, LLC 2.51% Add +3.4% 29,627,432 $1.5B
Mercer Global Advisors Inc. 3.31% Add +14.0% 28,419,354 $1.4B
Sei Investments Co. 1.78% Reduce -1.9% 27,197,608 $1.4B
LPL Financial LLC 0.53% Reduce -0.1% 27,006,416 $1.4B
UBS Group AG 0.30% Reduce -0.1% 26,747,008 $1.4B
Wealthspire Advisors, LLC 6.84% Add +110.7% 22,514,780 $1.1B
Tiaa Trust, National Association 3.53% Add +0.7% 22,293,011 $1.1B
Captrust Financial Advisors 2.64% Add +9.2% 20,681,837 $1.1B
Vanguard Group Inc. 0.02% Add +4.8% 19,708,409 $1.0B
Commonwealth Equity Services, LLC 1.34% Add +13.8% 18,629,538 $946.9M
Corient Private Wealth LP 1.53% Add +9.5% 18,467,868 $938.7M
Baird Financial Group, Inc. 1.70% Add +0.7% 17,409,909 $884.9M
Cerity Partners LLC 1.74% Reduce -0.4% 16,633,500 $845.5M
FMR LLC 0.05% Reduce -0.9% 16,102,007 $818.5M
US Bancorp \de 1.06% Reduce -34.5% 15,609,085 $793.4M
Bank of New York Mellon Corp 0.15% Reduce -12.3% 14,518,499 $738.0M
Rwa Wealth Partners, LLC 8.68% Add +20.6% 13,542,589 $688.4M
Envestnet Portfolio Solutions, Inc. 2.53% Reduce -6.0% 12,998,087 $660.7M
Raymond James Financial Inc. 0.25% Add +9.6% 12,910,875 $656.3M
JPMorgan Chase & Co. 0.05% Add +4.9% 12,234,225 $621.9M
Ameriprise Financial Inc. 0.17% Reduce -21.0% 12,186,163 $619.3M
Valmark Advisers, Inc. 9.02% Add +0.8% 11,740,187 $596.8M
Jasper Ridge Partners, L.P. 18.23% Add +3.9% 11,158,097 $567.2M
SCS Capital Management LLC 6.73% Add +48.0% 10,411,294 $529.2M
HighTower Advisors, LLC 0.71% Reduce -2.1% 10,356,242 $526.4M
Facet Wealth, Inc. 13.53% Add +21.8% 9,726,723 $522.4M
Nicholas Hoffman & Company, LLC. 18.64% Add +15.0% 9,647,403 $490.4M
Manufacturers Life Insurance Company, The 0.40% Add +32.1% 8,280,448 $420.9M
Fisher Asset Management 0.18% Add +61.6% 8,211,992 $417.4M
PNC Financial Services Group, Inc. 0.22% Add +9.1% 8,165,950 $415.1M
Regions Financial Corp. 3.08% Add +4.5% 8,120,181 $412.7M
MML Investors Services, LLC 1.29% Add +5.9% 7,621,927 $387.4M
HBK Sorce Advisory LLC 11.04% Add +7.8% 7,401,500 $376.2M
Cliftonlarsonallen Wealth Advisors, LLC 6.82% Reduce -4.8% 7,190,319 $365.5M
Jane Street Group, LLC 0.62% Add +18179.3% 6,673,773 $339.2M
Keybank National Association 1.35% Reduce -3.7% 6,653,247 $338.2M
Stifel Financial Corp. 0.36% Add +6.2% 6,646,020 $337.8M
JMG Financial Group, Ltd. 10.58% Add +3.1% 6,173,009 $313.8M
M&T Bank Corp 1.12% Reduce -0.1% 6,022,792 $306.1M
Modera Wealth Management, LLC 3.90% Reduce -1.9% 5,676,812 $288.6M
Employees Retirement System of Texas 3.13% Add +51.9% 5,629,961 $286.2M
Cetera Investment Advisers 0.54% Add +15.0% 5,468,858 $278.0M
Victory Capital Management Inc. 0.29% Reduce -7.5% 5,417,005 $275.3M
Citigroup Inc. 0.21% Reduce -12.1% 5,369,174 $272.9M
Fiduciary Trust Co 3.41% Reduce -2.4% 5,118,840 $260.2M
Pathstone Holdings, LLC 1.04% Reduce -7.9% 4,713,015 $240.8M
State of Tennessee, Department of Treasury 0.91% Reduce -0.1% 4,673,818 $237.6M
Voya Investment Management LLC 0.31% Reduce -14.1% 4,633,585 $235.5M
Country Trust Bank 5.92% Add +3.4% 4,626,447 $235.2M
Ally Invest Advisors Inc. 19.59% Reduce -0.3% 4,500,217 $228.7M
Ballentine Partners, LLC 3.91% Add +1.0% 4,437,300 $225.5M
TFO Wealth Partners, LLC 44.17% New 4,381,476 $222.7M
Alliancebernstein L.P. 0.08% Add +31.5% 4,183,099 $212.6M
Linscomb Wealth, Inc. 10.53% Add +3.4% 4,159,625 $211.4M
Wilmington Savings Fund Society, FSB 3.94% Reduce -2.2% 4,142,094 $210.5M
Wit, LLC 5.82% No change 4,020,934 $204.4M
Truepoint, Inc. 5.54% Reduce -26.6% 4,016,232 $204.1M
Assetmark, Inc. 0.55% Reduce -3.9% 3,936,146 $200.1M
Focus Partners Wealth 0.50% Reduce -4.5% 3,933,357 $199.9M
Bank of Hawaii 11.19% Reduce -3.1% 3,832,002 $194.8M
MAI Capital Management 1.47% Add +6.5% 3,820,568 $194.2M
Janney Montgomery Scott LLC 0.53% Reduce -2.9% 3,657,305 $185.9M
D.A. Davidson & Co. 1.48% Add +1.1% 3,611,201 $183.6M
Osaic Holdings, Inc. 0.40% Reduce -23.5% 3,520,656 $179.0M
Ellevest, Inc. 11.90% Reduce -10.6% 3,512,926 $178.6M
Rockefeller Capital Management L.P. 0.42% Add +7.5% 3,324,002 $169.0M
CIBC Private Wealth Group LLC 0.36% Add +0.2% 3,683,852 $168.2M
BLB&B Advisors, LLC 8.48% Add +4.1% 3,277,956 $166.6M
Lincoln National Corp. 5.35% Reduce -0.8% 3,265,770 $166.0M
Cambridge Associates LLC /Ma/ 4.70% Add +15.1% 3,218,144 $163.6M
Wedmont Private Capital 8.37% Add +5.7% 3,306,390 $163.4M
Westwood Holdings Group Inc. 1.23% Add +6.8% 3,160,748 $160.7M
Bridges Investment Management Inc. 2.30% Reduce -0.2% 3,138,975 $159.6M
Farmers & Merchants Investments Inc. 4.95% Add +1.9% 3,064,792 $155.8M
Fifth Third Bancorp 0.58% Reduce -0.2% 2,985,114 $151.7M
Blair William & Co. 0.46% Reduce -5.8% 2,971,253 $151.0M
Synovus Financial Corp. 1.94% Add +3.3% 2,949,958 $149.9M
Nepc LLC 4.00% Add +23.8% 2,840,808 $144.4M
Tectonic Advisors LLC 9.00% Add +2.1% 2,832,766 $144.0M
Truist Financial Corp. 0.23% Add +7.2% 2,811,359 $142.9M
Foster Group, Inc. 5.28% Add +1.8% 2,775,466 $141.1M
Cambridge Investment Research Advisors, Inc. 0.47% Add +9.1% 2,768,339 $140.7M
Acropolis Investment Management, LLC 7.93% Add +0.3% 2,629,280 $133.6M
Savant Capital, LLC 1.05% Add +13.7% 2,449,602 $124.5M
Freestone Capital Holdings, LLC 4.63% Reduce -8.9% 2,430,697 $123.6M
Coldstream Capital Management Inc. 2.54% Add +43.3% 2,343,087 $119.1M
Johnson Financial Group, LLC 12.46% Add +3.5% 2,323,538 $118.1M
Hirtle & Co., LLC 5.17% Add +99.3% 2,241,415 $113.9M
Orion Porfolio Solutions, LLC 1.11% Add +10.3% 2,232,569 $113.5M
Orion Portfolio Solutions, LLC 1.11% Add +10.3% 2,232,569 $113.5M
First Financial Bankshares Inc 2.37% Add +1.1% 2,160,027 $109.8M
Eastern Bank 2.15% Add +8.5% 2,159,154 $109.7M
Tanglewood Wealth Management, Inc. 11.99% Add +44.7% 2,096,680 $106.6M
Steele Capital Management, Inc. 5.52% Add +0.9% 2,087,755 $106.1M
Glenmede Trust Co. NA 0.55% Reduce -2.1% 2,027,331 $103.0M
NewEdge Advisors, LLC 0.61% Add +4.2% 2,019,376 $102.6M
Aptus Capital Advisors, LLC 1.15% Add +10.5% 1,992,046 $101.3M
NorthCoast Asset Management LLC 0.50% Add +2.1% 1,967,079 $100.0M
Empowered Funds, LLC 1.42% Reduce -1.5% 1,956,188 $99.4M
Oakworth Capital, Inc. 6.89% Add +3.5% 1,946,865 $99.0M
Hills Bank & Trust Co 6.85% Add +113.5% 1,913,658 $97.3M
CCM Investment Group, LLC 10.27% Reduce -1.3% 1,896,362 $97.2M
Davis R M Inc. 1.94% Add +6.9% 1,907,463 $97.0M
Clark Asset Management, LLC 15.81% Add +15.2% 1,855,083 $94.3M
Fusion Family Wealth, LLC 8.66% Add +6.7% 1,853,785 $94.2M
Sigma Investment Counselors Inc. 5.73% Reduce -0.5% 1,844,462 $93.8M
Badgley Phelps Wealth Managers, LLC 2.25% Reduce -1.5% 1,836,739 $93.4M
Monashee Investment Management LLC 11.26% Add +5.5% 1,832,100 $93.1M
Atria Wealth Solutions, Inc. 1.12% Reduce -7.0% 1,827,627 $92.9M
Robertson Stephens Wealth Management, LLC 3.44% Add +14.1% 1,807,128 $91.9M
Wealth Enhancement Advisory Services, LLC 0.17% Reduce -5.8% 1,791,943 $91.1M
Plante Moran Financial Advisors, LLC 7.79% Reduce -6.9% 1,782,166 $90.6M
Rebalance, LLC 6.57% Add +0.3% 1,754,098 $89.2M
Thrivent Financial for Lutherans 0.20% Reduce -20.3% 1,753,658 $88.7M
Comerica Bank 0.37% Reduce -3.7% 1,737,241 $88.3M
PDS Planning, Inc 7.25% Add +3.4% 1,691,484 $86.0M
Litman Gregory Wealth Management LLC 7.36% Reduce -5.1% 1,687,291 $85.8M
Evoke Wealth, LLC 2.19% Add +6.5% 1,653,032 $84.0M
Cresset Asset Management, LLC 0.42% Add +3.3% 1,636,761 $83.2M
Allspring Global Investments Holdings, LLC 0.14% Reduce -4.7% 1,630,841 $83.2M
Pure Financial Advisors, LLC 1.73% Reduce -0.2% 1,631,702 $82.9M
DT Investment Partners, LLC 7.67% Reduce -0.2% 1,564,352 $79.5M
Agf Management Ltd. 0.42% Add +0.5% 1,551,137 $78.8M
Arbor Investment Advisors, LLC 10.73% Add +1.9% 1,543,159 $78.4M
MassMutual Private Wealth & Trust, FSB 2.26% Add +5.8% 1,536,401 $78.1M
Sofi Wealth, LLC 5.80% Reduce -74.1% 1,518,003 $77.2M
CreativeOne Wealth, LLC 2.26% Add +2.5% 1,485,894 $75.5M
Financial Counselors Inc. 1.14% Add +8.4% 1,474,245 $74.9M
Old National Bancorp 1.93% Add +6.3% 1,445,159 $73.5M
Johnson Investment Counsel Inc. 0.70% Add +3.1% 1,434,920 $72.9M
Choreo, LLC 1.10% Reduce -8.7% 1,394,581 $70.9M
Woodmont Investment Counsel LLC 5.10% Add +7.3% 1,390,436 $70.7M
Whittier Trust Co. 0.97% Reduce -0.7% 1,373,327 $69.8M
BOK Financial Private Wealth, Inc. 5.20% Add +14.9% 1,360,707 $69.2M
Connable Office Inc. 7.32% Add +15.3% 1,353,294 $68.8M
Waverly Advisors, LLC 0.81% Add +40.4% 1,310,262 $66.6M
Patriot Investment Management Group, Inc. 4.99% Add +3.9% 1,308,260 $66.5M
Tanager Wealth Management LLP 8.63% Reduce -0.8% 1,305,869 $66.4M
Planning Alternatives Ltd. 10.15% Reduce -4.1% 1,302,890 $66.2M
Atria Investments, Inc 0.85% Add +7.5% 1,301,180 $66.1M
Mission Wealth Management, LP 1.65% Reduce -0.6% 1,295,041 $65.8M
Gilbert & Cook, Inc. 9.48% Add +4.8% 1,285,899 $65.4M
TD Waterhouse Canada Inc. 0.53% Reduce -0.7% 1,284,749 $65.3M
Marcum Wealth, LLC 5.61% Reduce -1.4% 1,276,298 $64.9M
Commerce Bank 0.41% Add +1.4% 1,262,702 $64.2M
Elwood & Goetz Wealth Advisory Group, LLC 15.63% Add +1.9% 1,258,491 $64.0M
Lockheed Martin Investment Management Co. 2.59% No change 1,250,000 $63.5M
Peapack Gladstone Financial Corp. 0.94% Add +10.0% 1,249,634 $63.5M
Alps Advisors Inc. 0.37% Reduce -4.3% 1,241,056 $63.1M
Kohmann Bosshard Financial Services, LLC 7.32% Add +16.8% 1,221,149 $62.1M
Apella Capital, LLC 2.09% Reduce -1.8% 1,240,949 $60.9M
EverSource Wealth Advisors, LLC 3.31% Reduce -1.6% 1,184,828 $60.2M
Human Investing LLC 10.52% Add +4.2% 1,175,861 $59.8M
Bank of Montreal 0.03% Add +2.1% 1,161,619 $59.0M
Arvest Bank Trust Division 3.69% Reduce -0.2% 1,148,364 $58.4M
Cornerstone Planning Group LLC 13.95% Add +6.0% 1,128,827 $58.3M
Signaturefd, LLC 1.10% Reduce -2.1% 1,144,234 $58.2M
Beacon Pointe Advisors, LLC 0.65% Reduce -3.1% 1,137,188 $57.8M
Proffitt & Goodson Inc. 9.47% Add +3.5% 1,132,615 $57.6M
Adventist Health System/ West 9.08% No change 1,131,440 $57.5M
WestHill Financial Advisors, Inc. 13.09% Add +5.1% 1,125,888 $57.2M
West Financial Advisors, LLC 10.70% Add +3.3% 1,107,719 $56.3M
Farther Finance Advisors, LLC 1.43% Add +68.3% 1,098,854 $56.1M
Vision Capital Management, Inc. 7.97% Add +3.1% 1,088,184 $55.3M
Sequoia Financial Advisors, LLC 0.43% Add +73.6% 1,087,885 $55.3M
Connecticut Wealth Management, LLC 2.89% Reduce -2.3% 1,084,379 $55.1M
Kestra Advisory Services, LLC 0.26% Reduce -4.9% 1,070,356 $54.4M
Avantax Advisory Services, Inc. 0.33% Add +2.9% 1,062,751 $54.0M
Moneta Group Investment Advisors LLC 0.73% Add +2.1% 1,046,694 $53.2M
Legacy Private Trust Co. 3.65% Reduce -0.0% 1,043,748 $53.1M
Bokf, NA 0.94% Add +3.0% 1,041,566 $52.9M
Pinnacle Financial Partners Inc 1.06% Add +2.5% 1,066,542 $52.8M
Strategic Investment Advisors / MI 5.58% Add +7.4% 1,036,332 $52.7M
Trilogy Capital Inc. 2.76% Reduce -5.3% 1,034,974 $52.6M
Meeder Advisory Services, Inc. 3.10% Reduce -1.4% 1,017,938 $51.7M
McKinley Carter Wealth Services, Inc. 3.18% Reduce -47.1% 1,015,961 $51.6M
JFG Wealth Management, LLC 11.62% Add +11.2% 1,006,129 $51.1M
UMB Bank, n.a. 0.84% Reduce -11.4% 1,004,375 $51.1M
Avion Wealth 12.89% Add +0.2% 1,050,770 $50.2M
Pine Ridge Advisers LLC 4.28% Add +1.0% 983,491 $50.0M
Kwmg, LLC 5.06% Add +0.8% 978,392 $49.7M
Wealth Architects, LLC 5.49% Add +1.6% 978,300 $49.7M
Kathmere Capital Management, LLC 4.17% Add +3.5% 966,077 $49.1M
Klingman & Associates, LLC 3.00% Add +9.1% 963,057 $49.0M
Charles Schwab Trust Co 4.09% Reduce -3.6% 961,151 $48.9M
Welch & Forbes LLC 0.64% Add +4.7% 959,008 $48.7M
Jacobsen Capital Management 21.06% Reduce -3.6% 953,489 $48.5M
Sepio Capital, LP 3.83% Add +0.2% 952,706 $48.4M
Whittier Trust Co. of Nevada Inc. 1.21% Reduce -0.2% 940,972 $47.8M
Wallington Asset Management, LLC 6.83% Add +1.4% 933,816 $47.5M
TD Asset Management Inc 0.04% Add +11.6% 933,204 $47.4M
Financial Advisors Network, Inc. 7.85% Add +7.5% 931,057 $47.3M
Compound Planning, Inc. 2.12% Add +12.8% 915,998 $46.6M
Coyle Financial Counsel LLC 14.12% Add +3.3% 909,237 $46.2M
Chandler Asset Management, Inc. 8.69% Add +2.7% 906,466 $46.1M
Financial Synergies Wealth Advisors, Inc. 5.57% Add +3.2% 900,352 $45.8M
Alesco Advisors, LLC, An ESL Co 1.41% Reduce -1.3% 885,383 $45.0M
Arlington Trust Co LLC 9.52% Reduce -7.0% 883,640 $44.9M
Oakwell Private Wealth Management, LLC 12.36% Add +4.2% 880,800 $44.8M
Heartwood Wealth Advisors LLC 5.11% Reduce -3.4% 880,334 $44.7M
CENTRAL TRUST Co 1.10% Add +4.3% 878,156 $44.6M
State Street Corp. 0.00% Add +3339.3% 874,258 $44.4M
Arvest Investments, Inc. 7.00% Add +0.5% 873,716 $44.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.14% Add +3.7% 869,542 $44.2M
Private Advisor Group, LLC 0.27% Reduce -4.4% 868,921 $44.2M
EP Wealth Advisors, LLC 0.35% Reduce -38.2% 860,783 $43.8M
Financial Advisory Corp 7.23% Reduce -8.9% 859,049 $43.7M
First Bank & Trust 8.43% Reduce -4.3% 856,546 $43.5M
Citizens Business Bank 9.35% Add +15.6% 847,563 $43.1M
Seaside Wealth Management, Inc. 15.23% Add +4.4% 839,732 $42.7M
National Bank of Canada 0.05% Add +10.2% 831,669 $42.3M
Wellington Management Group LLP 0.01% Reduce -30.7% 830,159 $42.2M
Riverpoint Wealth Management Holdings, LLC 10.84% Add +1.1% 825,430 $42.0M
Park Avenue Securities LLC 0.52% Add +1.9% 825,001 $41.9M
Partners in Financial Planning 8.36% Add +7.1% 818,537 $41.6M
Brown Advisory Inc. 0.06% Reduce -8.6% 816,119 $41.5M
Parker Financial LLC 19.95% Add +5.7% 815,892 $41.5M
Composition Wealth, LLC 0.83% Reduce -6.4% 814,737 $41.4M
Raffa Wealth Management, LLC 9.41% Reduce -5.7% 813,386 $41.4M
Steward Partners Investment Advisory, LLC 0.36% Reduce -5.0% 803,354 $40.8M
Allen Investment Management, LLC 0.47% Reduce -67.6% 800,481 $40.7M
Efficient Advisors, LLC 2.65% Reduce -3.2% 800,465 $40.7M
OLIO Financial Planning 13.89% Add +4.0% 790,625 $40.2M
Citizens Financial Group Inc. 0.78% Add +9.6% 780,621 $39.7M
Chai Trust Co. LLC 2.45% Add +0.1% 775,180 $39.4M
Gemmer Asset Management LLC 3.93% Add +0.5% 774,633 $39.4M
Cliffwater LLC 10.28% Reduce -0.1% 773,638 $39.3M
Brookstone Capital Management 0.56% Add +4.1% 771,567 $39.2M
Hanson & Doremus Investment Management 5.70% Add +5.9% 767,714 $39.0M
Matrix Trust Co 6.57% Reduce -0.1% 765,725 $38.9M
Trust Co 4.58% Reduce -3.2% 759,297 $38.6M
Monterey Private Wealth, Inc. 11.37% Add +6.0% 759,112 $38.6M
Whitcomb & Hess, Inc. 11.66% Add +1.2% 757,392 $38.5M
McMorgan & Co. LLC 6.11% Add +194.9% 750,644 $38.2M
Mountain Capital Investment Advisors Inc. 8.17% Add +24.3% 728,594 $38.1M
Beacon Investment Advisory Services, Inc. 1.78% Add +8.7% 747,905 $38.0M
Petredis Investment Advisors LLC 3.96% Add +157.3% 745,701 $37.9M
Full Sail Capital, LLC 2.43% Add +0.5% 740,308 $37.6M
Keel Point, LLC 2.91% Add +11.3% 737,050 $37.5M
Mutual Advisors, LLC 1.07% Add +1.8% 712,469 $37.4M
GP Brinson Investments LLC 16.06% Reduce -8.8% 720,673 $36.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2.87% Add +4.4% 712,043 $36.3M
Stephens Inc. 0.53% Reduce -4.5% 712,959 $36.2M
Lido Advisors, LLC 0.22% Reduce -7.5% 709,719 $36.1M
Ameritas Investment Partners, Inc. 1.24% Reduce -25.1% 707,309 $36.0M
Bryn Mawr Trust Advisors, LLC 2.15% Add +5.5% 704,962 $35.8M
Lowe Brockenbrough & Co. Inc. 2.36% Add +5.5% 704,791 $35.8M
Acorn Financial Advisory Services Inc. 6.42% Reduce -6.2% 698,556 $35.5M
PACK Private Wealth, LLC 20.95% Reduce -0.8% 692,850 $35.2M
New York Life Investment Management LLC 0.36% Add +11.0% 691,330 $35.1M
Wolff Financial Management LLC 9.72% Add +1.6% 690,181 $35.1M
Beaird Harris Wealth Management, LLC 2.98% Add +7.1% 689,310 $35.0M
Meridian Management Co. 10.80% Reduce -9.0% 686,287 $34.9M
Clarius Group, LLC 2.18% Add +25.6% 683,026 $34.7M
Bison Wealth, LLC 3.23% Add +16.3% 680,430 $34.6M
Townsquare Capital LLC 0.37% Reduce -11.8% 680,429 $34.6M
Old Mission Investment Co LLC 10.41% Add +2.6% 679,865 $34.6M
REAP Financial Group, LLC 8.52% Add +16.7% 676,866 $34.4M
RPTC Inc. 6.88% Reduce -0.4% 674,201 $34.3M
Cantor Fitzgerald Investment Advisors L.P. 2.49% Add +6.5% 673,886 $34.3M
Windward Private Wealth Management Inc. 13.35% Reduce -0.1% 673,474 $34.2M
Family Firm, Inc. 7.64% Reduce -4.2% 672,555 $34.2M
Keener Financial Planning LLC 22.20% Reduce -4.5% 671,853 $34.1M
Fi3 FINANCIAL ADVISORS, LLC 13.83% Reduce -4.4% 670,159 $34.1M
MBB Public Markets I LLC 3.88% New 662,117 $33.7M
Roble, Belko & Company, Inc 5.34% Add +2.0% 658,656 $33.5M
Roof Eidam Maycock Peralta, LLC 8.86% Reduce -0.1% 657,010 $33.4M
Morningstar Investment Services LLC 6.10% Reduce -45.1% 655,294 $33.3M
Sageworth Trust Co 2.06% Add +0.1% 650,451 $33.1M
First Western Trust Bank 1.58% Reduce -5.9% 649,561 $33.0M
Focus Partners Advisor Solutions, LLC 0.50% Add +2.0% 644,247 $32.7M
Oak Hill Wealth Advisors, LLC 7.57% Add +16.2% 642,417 $32.7M
Brooklyn FI, LLC 10.06% Add +11.4% 646,590 $32.6M
Mesirow Financial Investment Management, Inc. 0.63% Reduce -22.0% 635,302 $32.3M
Auto-Owners Insurance Co 0.85% Reduce -82.9% 201,700 $32.3M
Cascade Financial Partners, LLC 4.06% Reduce -0.2% 633,763 $32.2M
Perkins Coie Trust Co 7.26% Add +0.7% 629,751 $32.0M
Manning & Napier Advisors LLC 0.39% Reduce -0.9% 628,738 $32.0M
Attessa Capital LLC 20.53% Add +8.3% 617,403 $31.4M
Sanctuary Advisors, LLC 0.22% Add +1.7% 616,265 $31.3M
Apriem Advisors 3.63% Reduce -1.1% 610,140 $31.0M
Cambridge Advisors Inc. 6.79% Reduce -0.1% 609,512 $31.0M
1ST Source Bank 1.82% Reduce -0.6% 608,911 $31.0M
Intrust Bank NA 3.05% Reduce -9.3% 606,433 $30.8M
SoundView Advisors Inc. 12.66% Add +3.1% 603,960 $30.7M
Bank Hapoalim BM 4.62% Add +99.0% 603,000 $30.6M
Praetorian Wealth Management, Inc. 7.45% Add +2.2% 601,222 $30.6M
Benjamin Edwards Inc. 0.43% Add +2.1% 599,977 $30.5M
Galvin, Gaustad & Stein, LLC 2.74% Add +0.3% 595,585 $30.3M
Permanent Capital Management, LP 8.67% Add +12.6% 595,031 $30.2M
JRM Investment Counsel, LLC 10.68% Add +10.8% 591,379 $30.1M
Avior Wealth Management, LLC 1.14% Add +2.1% 591,240 $30.0M
PrairieView Partners, LLC 3.11% Add +1.3% 586,785 $29.8M
Journey Advisory Group, LLC 2.43% Add +25.4% 582,144 $29.6M
Integris Wealth Management, LLC 8.42% Add +3.8% 580,977 $29.5M
Jordan Park Group LLC 2.14% Reduce -17.8% 580,374 $29.5M
Noble Family Wealth, LLC 8.12% Add +12.1% 579,917 $29.5M
Weitzel Financial Services, Inc. 14.01% Add +2.9% 586,668 $29.4M
AQR Capital Management 0.03% Add +150.8% 577,238 $29.3M
&partners 0.31% Add +11.3% 568,741 $29.1M
Kopp Family Office, LLC 20.12% Reduce -6.6% 572,635 $29.1M
Founders Grove Wealth Partners, LLC 8.11% Add +7.7% 572,317 $29.1M
Grey Fox Wealth Advisors, LLC 7.76% Add +5.8% 572,182 $29.1M
Summit Financial, LLC 0.81% Add +10.2% 564,968 $28.7M
Advisors Capital Management, LLC 0.45% Add +97.7% 564,861 $28.7M
Evolution Advisers, Inc. 15.06% Add +4.1% 568,591 $28.6M
Tidal Investments LLC 0.24% Reduce -6.0% 559,756 $28.5M
Wiser Wealth Management, Inc 7.97% Add +3.9% 559,193 $28.4M
Arax Advisory Partners 1.81% Add +4.8% 556,529 $28.3M
Equita Financial Network, Inc. 9.87% Add +10.2% 555,517 $28.2M
Cibc World Market Inc. 0.06% Add +16.5% 554,062 $28.2M
SigFig Wealth Management, LLC 1.01% Reduce -1.4% 549,578 $27.9M
Wealthcare Advisory Partners LLC 0.75% Reduce -2.5% 547,124 $27.8M
Valeo Financial Advisors, LLC 0.77% Reduce -1.8% 541,705 $27.5M
Leavell Investment Management, Inc. 1.36% Add +2.5% 539,171 $27.4M
Natixis Advisors, LLC 0.05% Reduce -7.6% 536,830 $27.3M
Axos Invest Inc. 20.94% Reduce -7.6% 531,606 $27.0M
Penobscot Wealth Management 11.34% Reduce -16.5% 530,243 $27.0M
Fiduciary Wealth Partners, LLC 23.24% — 529,141 $26.9M
Cordant, Inc. 13.97% Add +0.8% 527,881 $26.8M
Mayport, LLC 7.39% Add +12.3% 527,514 $26.8M
Kestra Private Wealth Services, LLC 0.45% Add +9.6% 525,985 $26.7M
Mascoma Wealth Management LLC 6.66% Reduce -18.4% 525,715 $26.7M
VPR Management LLC 12.98% No change 525,600 $26.7M
Arcadia Wealth Management, LLC 13.09% Add +5.5% 521,831 $26.5M
Inherent Management Corp. 16.13% New 521,437 $26.5M
Fiera Capital Corp 0.10% Add +7.4% 520,920 $26.5M
Founders Financial Securities LLC 2.24% Reduce -2.2% 499,675 $26.4M
Merit Financial Group, LLC 0.40% Reduce -40.8% 518,543 $26.4M
Cahill Financial Advisors Inc. 3.56% Reduce -0.0% 515,710 $26.2M
Aufman Associates Inc 18.00% Add +4.4% 515,154 $26.2M
GHP Investment Advisors, Inc. 1.25% Reduce -0.6% 511,444 $26.0M
D'Orazio & Associates, Inc. 3.96% Reduce -2.6% 510,952 $26.0M
Abound Wealth Management 8.63% Reduce -4.0% 508,923 $25.9M
Sandy Spring Bank 1.08% Add +2.8% 504,215 $25.6M
Ballentine Capital Advisors, Inc 13.00% Add +4.5% 504,046 $25.6M
First Horizon Advisors, Inc. 0.72% Add +3.5% 500,859 $25.5M
Geneos Wealth Management Inc. 0.85% Add +63.9% 497,347 $25.3M
BIP Alliance, LLC 10.61% Add +5.0% 493,594 $25.1M
Affiance Financial, LLC 5.84% Add +1.5% 493,260 $25.1M
Sovereign Financial Group, Inc. 5.75% Add +8.6% 491,191 $25.0M
St. Louis Trust Co 3.61% Reduce -2.3% 490,220 $24.9M
Salomon & Ludwin, LLC 2.65% Reduce -0.9% 489,022 $24.9M
Nelson Capital Management, LLC 4.28% Add +3.8% 487,916 $24.8M
Toews Corp. 10.88% Add +5602.8% 484,567 $24.6M
Nicolet Advisory Services, LLC 2.44% Reduce -5.8% 511,212 $24.6M
ERn Financial, LLC 3.85% Add +8.7% 479,690 $24.4M
Tompkins Financial Corp. 2.33% Add +4.2% 479,382 $24.4M
Cwm, LLC 0.10% Add +220.1% 477,101 $24.3M
Garde Capital, Inc. 1.39% Reduce -4.2% 476,392 $24.2M
Horizon Investments, LLC 0.71% Reduce -4.5% 471,420 $24.0M
Parallel Advisors, LLC 0.54% Add +4.2% 469,865 $23.9M
Tenret Co LLC 14.40% Add +4.3% 467,206 $23.7M
FSA Wealth Management LLC 10.05% Reduce -7.9% 465,840 $23.7M
JFS Wealth Advisors, LLC 1.60% Add +4.2% 465,659 $23.7M
Copperwynd Financial, LLC 6.53% Add +9944.4% 465,658 $23.7M
Relyea Zuckerberg Hanson LLC 3.16% Add +0.6% 460,971 $23.4M
Prime Buchholz LLC 8.15% Reduce -3.1% 459,109 $23.3M
T. Rowe Price Associates Inc. 0.00% New 45,777 $23.3M
JNBA Financial Advisors 2.40% Add +8.8% 455,580 $23.2M
Per Stirling Capital Management, LLC. 3.32% Add +101.3% 454,420 $23.1M
Bar Harbor Wealth Management 1.52% Add +3.1% 450,589 $22.9M
NDVR, Inc. 23.29% Reduce -1.5% 449,119 $22.8M
Pinnacle Associates Ltd. 0.33% Add +2.1% 445,139 $22.6M
1900 Wealth Management LLC 1.88% Reduce -0.5% 444,149 $22.6M
Morton Brown Family Wealth, LLC 7.60% Add +3.8% 439,804 $22.4M
Twele Capital Management, Inc. 4.74% Reduce -4.2% 439,635 $22.3M
REDW Wealth LLC 8.29% Reduce -7.1% 438,326 $22.3M
Cypress Financial Planning LLC 8.02% Reduce -5.3% 437,350 $22.2M
Trinity Financial Advisors LLC 8.01% Add +11.2% 443,500 $22.2M
Libra Wealth LLC 8.29% Add +8.9% 434,584 $22.1M
Principal Financial Group Inc. 0.01% Add +0.9% 434,096 $22.1M
Hassell Wealth Management, LLC 9.37% Add +0.9% 439,508 $22.0M
Hurlow Wealth Management Group, Inc. 6.85% Add +0.5% 431,077 $21.9M
Abacus Planning Group, Inc. 3.81% Add +9.0% 427,479 $21.7M
Heritage Trust Co 2.62% Reduce -13.5% 425,649 $21.6M
Principal Securities, Inc. 0.48% Add +0.5% 450,973 $21.6M
Sage Mountain Advisors LLC 1.59% Reduce -7.7% 424,128 $21.6M
Up Strategic Wealth Investment Advisors LLC 19.15% Add +26.1% 423,681 $21.5M
Capital Planning Advisors, LLC 3.32% Add +1.4% 423,050 $21.5M
Pinnacle Wealth Management Advisory Group, LLC 2.01% Add +1.9% 422,995 $21.5M
Ieq Capital, LLC 0.17% Add +84.2% 422,279 $21.5M
49 Wealth Management, LLC 2.58% Add +1064.5% 421,958 $21.4M
Simmons Bank 1.61% Reduce -1.9% 420,162 $21.4M
Modern Wealth Management, LLC 0.68% Add +2464.5% 419,324 $21.3M
Moody National Bank Trust Division 2.22% Add +24.1% 418,912 $21.3M
Wade Financial Advisory, Inc 7.29% Add +2.3% 418,759 $21.3M
Exencial Wealth Advisors, LLC 0.79% Add +3.2% 417,323 $21.2M
Balentine LLC 0.88% Reduce -3.9% 414,759 $21.1M
Fort Washington Investment Advisors Inc. 0.13% Add +2.2% 414,500 $21.1M
Simon Quick Advisors, LLC 1.20% Add +5.3% 414,456 $21.1M
Bear Mountain Capital, Inc. 8.13% Add +3.6% 397,199 $21.0M
Signal Advisors Wealth, LLC 2.05% Add +22.2% 412,073 $20.9M
J.W. Cole Advisors, Inc. 0.64% Reduce -7.7% 406,243 $20.6M
VestGen Advisors, LLC 0.94% — 406,149 $20.6M
Causeway Capital Management LLC 0.43% Reduce -68.0% 405,903 $20.6M
Laird Norton Wetherby Trust Company, LLC 3.31% Add +14.1% 405,144 $20.6M
Pittenger & Anderson Inc. 0.75% Add +9.8% 403,944 $20.5M
Burkett Financial Services, LLC 8.35% Add +4.9% 403,329 $20.5M
Operose Advisors LLC 6.78% Add +7.4% 402,520 $20.5M
United Capital Financial Advisors, LLC 0.18% Reduce -0.8% 402,349 $20.5M
Hudock, Inc. 3.58% Add +5.3% 402,243 $20.4M
Myecfo, LLC 10.80% Add +3.9% 401,682 $20.4M
Iron Horse Wealth Management, LLC 6.53% Add +7.4% 400,163 $20.3M
LBMC Investment Advisors, LLC 1.59% Add +0.4% 399,918 $20.3M
Level Financial Advisors 6.88% Add +5.2% 398,287 $20.2M
Fiduciary Group, LLC 2.02% Add +0.1% 397,302 $20.2M
Zuckerman Investment Group, LLC 2.16% Add +0.3% 396,092 $20.1M
World Investment Advisors 0.52% Reduce -1.0% 393,551 $20.0M
Mosaic Family Wealth Partners, LLC 2.84% Add +11.6% 393,016 $20.0M
Beirne Wealth Consulting Services, LLC 7.09% Add +0.5% 391,430 $19.9M
AdvisorNet Financial, Inc 1.47% Add +3.8% 390,413 $19.8M
Advocate Group LLC 3.62% Add +3.5% 390,253 $19.8M
SilverOak Wealth Management LLC 4.26% Add +20.6% 387,151 $19.7M
Allworth Financial LP 0.11% Reduce -4.9% 374,266 $19.6M
Plancorp, LLC 0.77% Add +12.2% 384,361 $19.5M
Orin Green Financial, LLC 9.13% New 383,646 $19.4M
Guardian Wealth Advisors, LLC 12.41% Add +5.9% 380,499 $19.3M
Inlight Wealth Management, LLC 11.96% Add +32.5% 380,232 $19.3M
Aspire Private Capital, LLC 4.80% Reduce -7.9% 379,644 $19.3M
Level Wealth Management LLC 12.61% Add +13.2% 379,203 $19.3M
Austin Private Wealth, LLC 1.73% Reduce -21.4% 379,111 $19.3M
Integrated Wealth Concepts LLC 0.22% Reduce -30.7% 379,016 $19.3M
Bay Harbor Wealth Management, LLC 6.08% Reduce -2.1% 378,138 $19.2M
Stephenson & Company, Inc. 12.49% Add +2.5% 378,108 $19.2M
Echo45 Advisors LLC 12.76% Reduce -4.1% 375,299 $19.1M
Rareview Capital LLC 12.06% Add +83.0% 374,653 $19.0M
Intergy Private Wealth, LLC 7.23% Add +1.4% 374,012 $19.0M
Accredited Investors Inc. 1.18% Reduce -19.8% 373,976 $19.0M
Waterford Advisors, LLC 7.87% Add +3.7% 372,890 $19.0M
F/m Investments LLC 0.75% Reduce -2.3% 372,563 $18.9M
Kaleidoscope Capital LP 11.20% Add +0.5% 370,666 $18.8M
Transamerica Financial Advisors, LLC 1.90% Add +6.6% 366,990 $18.7M
Cardiff Park Advisors, LLC 1.80% Add +3.4% 364,993 $18.6M
Dravo Bay LLC 9.83% Reduce -5.8% 364,767 $18.5M
Wealth Forward, LLC 13.10% Add +0.3% 362,261 $18.4M
Choate Investment Advisors 0.45% Reduce -1.6% 360,164 $18.3M
Montis Financial, LLC 5.36% Add +25.4% 358,672 $18.2M
Harbour Investments, Inc. 0.52% Add +1.5% 356,577 $18.1M
Arlington Financial Advisors, LLC 3.18% Reduce -19.6% 355,863 $18.1M
Ellenbecker Investment Group 3.24% Reduce -0.4% 354,760 $18.0M
Drive Wealth Management, LLC 4.24% Add +2.5% 354,700 $18.0M
Atmos Advisory, LLC 12.07% Add +7.1% 353,758 $18.0M
Caprock Group, LLC 0.54% Add +5.6% 350,835 $17.8M
Wealthspire Retirement, LLC 1.41% Add +4.1% 350,735 $17.8M
NewSquare Capital LLC 1.45% Add +0.9% 350,559 $17.8M
Aletheian Wealth Advisors LLC 9.94% Add +4.1% 347,796 $17.7M
Aspen Grove Capital, LLC 3.39% Reduce -1.4% 347,175 $17.6M
Anderson Hoagland & Co. 2.09% Add +1.6% 385,268 $17.6M
Motive Wealth Advisors 9.39% Add +3.4% 345,177 $17.5M
Parkside Advisors LLC 4.21% Add +0.8% 344,366 $17.5M
American Money Management, LLC 3.31% Add +3.2% 343,845 $17.5M
Kanawha Capital Management LLC 1.36% Reduce -2.0% 343,816 $17.5M
Common Fund for Nonprofit Organizations 1.93% Reduce -10.5% 340,678 $17.3M
Empower Advisory Group, LLC 0.06% Reduce -6.8% 340,178 $17.3M
Franklin Resources Inc. 0.01% Add +7.6% 339,500 $17.3M
Conrad Siegel Investment Advisors, Inc. 4.40% Add +1569.5% 337,031 $17.1M
Rossmore Private Capital 2.09% Reduce -1.9% 334,230 $17.0M
Fairview Capital Investment Management, LLC 0.90% Add +2.3% 333,768 $17.0M
Guardian Wealth Advisors, LLC / NC 1.34% Add +4.8% 329,696 $16.8M
Kaydan Wealth Management, Inc. 5.34% New 327,369 $16.6M
Raelipskie Partnership 8.54% Add +0.8% 326,833 $16.6M
Stratos Wealth Partners, LTD. 0.25% Reduce -12.3% 325,197 $16.5M
Sand Hill Global Advisors, LLC 0.68% Reduce -1.8% 323,943 $16.5M
Equitable Holdings, Inc. 0.16% Add +7.6% 323,716 $16.5M
Asset Allocation Strategies LLC 4.08% Add +44.8% 322,888 $16.4M
Advisory Services Network, LLC 0.32% Add +3.9% 322,801 $16.4M
Financial Engines Advisors L.L.C. 0.04% Reduce -20.3% 322,063 $16.4M
CANADA LIFE ASSURANCE Co 0.03% Reduce -23.7% 320,832 $16.3M
Bricktown Capital, LLC 3.04% Reduce -13.5% 318,764 $16.2M
Rinkey Investments 5.12% Add +26.1% 317,853 $16.2M
Applied Capital LLC 7.92% Add +14.8% 317,703 $16.1M
Argent Trust Co 0.66% Add +3.4% 315,388 $16.0M
Focus Financial Network, Inc. 0.66% Add +7.9% 315,200 $16.0M
Chilton Capital Management LLC 0.69% Reduce -3.5% 314,665 $16.0M
PFG Private Wealth Management, LLC 8.64% Add +9.4% 314,423 $16.0M
Park Place Capital Corp 4.32% Add +223.7% 313,782 $15.9M
Legacy Financial Group LLC 2.45% Reduce -16.7% 313,658 $15.9M
Wealth Management Strategies, Inc. 10.64% Add +16.4% 312,928 $15.9M
Cornerstone Wealth Advisors, Inc. 4.40% Reduce -4.6% 312,039 $15.9M
Fort Point Capital Partners LLC 1.77% Reduce -1.1% 311,044 $15.8M
Rodgers & Associates, LTD 1.92% Add +5.6% 310,058 $15.8M
Telos Capital Management, Inc. 1.71% Add +0.1% 309,496 $15.7M
Latigo Investments, LLC 8.32% No change 306,975 $15.6M
Flputnam Investment Management Co. 0.29% Reduce -14.1% 305,477 $15.5M
Summit Wealth Group, LLC 4.53% Reduce -0.1% 305,026 $15.5M
QRG Capital Management, Inc. 0.16% Reduce -7.5% 301,848 $15.3M
RFG Advisory, LLC 0.41% Add +12.0% 300,116 $15.3M
Portland Global Advisors LLC 1.92% Add +0.0% 299,638 $15.2M
Penney Financial, LLC 9.97% Add +8.2% 298,709 $15.2M
Kearns & Associates LLC 9.83% Add +12.8% 298,099 $15.2M
HT Partners LLC 5.19% Add +4.3% 297,855 $15.1M
Mather Group, Llc. 0.17% Reduce -8.6% 297,750 $15.1M
Ascent Group, LLC 0.65% Add +69.0% 297,204 $15.1M
Arcataur Capital Management LLC 5.13% Reduce -1.4% 295,834 $15.0M
CW Advisors, LLC 0.18% Add +10.0% 294,830 $15.0M
Dynamic Advisor Solutions LLC 0.49% New 293,412 $14.9M
Signal Tree Financial Partners LLC 14.92% Add +23.4% 292,740 $14.9M
Cambridge Capital Management, LLC 9.29% Add +2.6% 288,860 $14.7M
Fairway Wealth LLC 5.42% Add +28.6% 288,436 $14.7M
Waterloo Capital, L.P. 1.36% Add +13.2% 287,663 $14.6M
Regal Investment Advisors LLC 1.18% Reduce -3.8% 286,251 $14.6M
MBM Wealth Consultants, LLC 4.30% Add +2.7% 286,003 $14.5M
Ashton Thomas Private Wealth, LLC 0.56% Add +32.0% 285,491 $14.5M
One Degree Advisors Inc 5.95% Add +1.3% 284,178 $14.4M
Marathon Mission, Inc. 10.09% Reduce -0.1% 283,893 $14.4M
One Day In July LLC 1.44% Add +4.4% 283,240 $14.4M
Riversedge Advisors, LLC 3.20% Reduce -1.4% 282,293 $14.3M
Discipline Wealth Solutions, LLC 6.84% Add +0.4% 282,003 $14.3M
Cherry Tree Wealth Management, LLC 3.45% Add +4.5% 281,616 $14.3M
Capasso Planning Partners LLC 5.97% Add +0.0% 280,480 $14.3M
Perigon Wealth Management, LLC 0.37% Reduce -4.7% 279,873 $14.2M
Battery Global Advisors, LLC 7.92% Add +5.7% 279,439 $14.2M
Future You Wealth LLC 9.09% Add +22.9% 279,042 $14.2M
Bradley Foster & Sargent Inc. 0.24% Add +0.7% 278,721 $14.2M
Bailard, Inc. 0.36% Add +0.9% 278,160 $14.1M
Texas Capital Bank Wealth Management Services Inc 1.42% Reduce -1.4% 275,637 $14.0M
Bordeaux Wealth Advisors LLC 2.58% Reduce -8.3% 274,447 $14.0M
O'shaughnessy Asset Management, LLC 0.11% Add +6.8% 274,199 $13.9M
Smith, Moore & Co. 1.28% Add +2.6% 272,299 $13.8M
Rialto Wealth Management, LLC 4.34% Add +0.0% 272,276 $13.8M
Drucker Wealth 3.0, LLC 3.04% Add +2.0% 271,573 $13.8M
Clearstead Advisors, LLC 0.21% Add +0.1% 271,463 $13.8M
CFS Investment Advisory Services, LLC 1.22% Add +5.3% 270,839 $13.8M
CoreCap Advisors, LLC 0.60% Reduce -0.5% 270,274 $13.7M
Nadler Financial Group, Inc. 1.52% Reduce -1.8% 270,146 $13.7M
Ausdal Financial Partners, Inc. 1.03% Add +10.7% 269,512 $13.7M
B. Riley Wealth Advisors, Inc. 0.42% Reduce -10.4% 268,690 $13.7M
Topsail Wealth Management, LLC 2.78% Add +0.0% 268,578 $13.7M
Stewardship Advisors, LLC 3.68% Add +180.2% 267,630 $13.6M
Integrity Wealth Solutions LLC 7.37% Add +0.3% 267,389 $13.6M
Gordian Advisors LLC 10.72% Add +3.5% 265,333 $13.5M
Ade, LLC 7.76% Add +2.6% 265,002 $13.5M
Payne Capital Management, LLC 5.70% Add +2.0% 263,242 $13.4M
Retirement Wealth Solutions LLC 10.78% Add +0.4% 262,779 $13.4M
Rakuten Investment Management, Inc. 0.06% — 260,526 $13.3M
Warner Financial, Inc. 5.88% Add +1.4% 261,567 $13.3M
Smith & Howard Wealth Management, LLC 3.60% Reduce -2.3% 259,284 $13.2M
Capital International Investors 0.00% Reduce -55.8% 255,927 $13.1M
Wooster Corthell Wealth Management, Inc. 2.66% Reduce -1.1% 256,227 $13.0M
FMA Wealth Management, LLC 9.98% Reduce -1.1% 254,428 $13.0M
Mittelman Wealth Management 11.64% Reduce -2.9% 253,873 $12.9M
Moller Wealth Partners 3.19% Add +1.8% 253,550 $12.9M
Kings Path Partners LLC 6.29% Add +2.3% 252,854 $12.9M
Amara Financial, Llc. 11.87% Add +8.4% 252,654 $12.8M
YANKCOM Partnership 7.03% Reduce -0.1% 251,500 $12.8M
Brown Wealth Management, LLC 4.37% Reduce -34.8% 249,858 $12.7M
Okabena Investment Services Inc. 3.19% Add +31.4% 249,572 $12.7M
Chesley Taft & Associates LLC 0.61% Add +10.5% 249,305 $12.7M
Bristlecone Advisors, LLC 1.03% Add +1.4% 247,862 $12.6M
Whitegate Investment Counselors, Inc. 4.47% Reduce -1.1% 247,753 $12.6M
Hillcrest Wealth Advisors - NY, LLC 6.20% Reduce -2.4% 246,333 $12.5M
Brighton Jones LLC 0.40% Add +0.9% 245,792 $12.5M
Crestmont Private Wealth LLC 5.40% Add +1.4% 245,430 $12.5M
BNP Paribas Financial Markets 0.01% Add +3.2% 245,118 $12.5M
Towerpoint Wealth, LLC 6.17% Reduce -0.8% 245,060 $12.5M
Keystone Global Partners, LLC 8.71% — 244,270 $12.4M
Gould Capital, LLC 8.67% Add +12.5% 244,212 $12.4M
Hiley Hunt Wealth Management 6.76% Add +0.5% 242,980 $12.4M
Precedent Wealth Partners, LLC 3.44% Add +7.4% 243,752 $12.4M
Breed's Hill Capital LLC 6.58% Reduce -0.3% 239,909 $12.2M
Gill Capital Partners, LLC 4.21% Add +0.6% 239,212 $12.2M
Gotham Asset Management 0.10% Add +511.5% 238,987 $12.1M
Great Valley Advisor Group, Inc. 0.26% Add +1.4% 238,879 $12.1M
Renaissance Technologies 0.02% Add +694.7% 238,400 $12.1M
Epacria Capital Partners, LLC 9.73% Add +0.5% 234,089 $11.9M
Signature Estate & Investment Advisors LLC 0.31% Reduce -0.0% 233,978 $11.9M
Eagle Bay Advisors LLC 10.07% Add +12.2% 233,848 $11.9M
Unconventional Investor, LLC 7.02% Add +7.1% 233,687 $11.9M
Gallagher Fiduciary Advisors, LLC 0.39% Add +3547.2% 233,238 $11.9M
Oppenheimer & Co. Inc. 0.18% Add +4.9% 232,818 $11.8M
HB Wealth Management, LLC 0.10% Add +1.4% 232,667 $11.8M
Ebor Charitable Trust 25.76% Add +5.8% 232,259 $11.8M
Ashton Thomas Securities, LLC 3.27% Reduce -0.9% 231,482 $11.8M
Seven Post Investment Office LP 4.48% Add +0.4% 230,988 $11.7M
Carrera Capital Advisors 2.60% Add +1276.7% 230,760 $11.7M
Rochester Wealth Strategies, LLC 9.28% — 229,855 $11.7M
CSM Advisors, LLC 0.64% Reduce -0.5% 229,506 $11.7M
Old Mission Capital LLC 0.22% New 227,990 $11.6M
Halbert Hargrove Global Advisors, LLC 0.66% Reduce -2.4% 227,560 $11.6M
Aerodigm Wealth, LLC 6.44% Add +7.3% 227,118 $11.5M
Advisor OS, LLC 1.31% Add +13.8% 226,895 $11.5M
White Wing Wealth Management 8.96% Reduce -1.8% 226,686 $11.5M
First Manhattan Co. Llc. 0.03% Add +9.2% 225,233 $11.4M
VCI Wealth Management LLC 4.74% Add +5.5% 222,439 $11.3M
Tenon Financial LLC 6.98% Reduce -2.3% 221,866 $11.3M
Buck Wealth Strategies, LLC 2.05% Add +135.2% 221,430 $11.3M
InvesTrust 3.07% Add +0.3% 221,036 $11.2M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -37.8% 220,582 $11.2M
Barrow Hanley Mewhinney & Strauss LLC 0.04% Reduce -3.9% 220,333 $11.2M
Trust Co of the South 2.32% Add +18.7% 218,850 $11.1M
AllSquare Wealth Management LLC 6.59% Reduce -3.2% 218,209 $11.1M
Lodestar Private Asset Management LLC 1.39% Reduce -0.0% 217,828 $11.1M
FF Advisors,LLC 6.33% Add +5.9% 206,076 $11.0M
IFG Advisors, LLC 2.12% Reduce -0.5% 216,519 $11.0M
Concurrent Investment Advisors, LLC 0.27% Reduce -5.1% 215,535 $11.0M
Gutierrez Wealth Advisory, LLC 8.89% Add +2.8% 215,480 $11.0M
Objectivity Squared, LLC 9.17% Add +6.1% 221,568 $10.9M
Frisco Financial Planning LLC 10.58% Add +4.8% 214,782 $10.9M
Central Bank & Trust Co. 1.81% Reduce -10.5% 213,529 $10.9M
Fca Corp. 3.45% Reduce -2.8% 212,853 $10.8M
Wind River Trust Co 4.62% Reduce -25.7% 211,999 $10.8M
Horizons Wealth Management 8.12% Add +1.4% 211,454 $10.7M
Continuum Wealth Advisors, LLC 5.49% New 210,629 $10.7M
Matrix Asset Advisors Inc. 1.18% Add +1.4% 210,131 $10.7M
NewEdge Wealth, LLC 0.19% Add +14.7% 209,663 $10.7M
Highview Capital Management LLC 4.45% Add +9.6% 209,269 $10.6M
Omnia Family Wealth, LLC 4.45% Reduce -16.3% 209,115 $10.6M
Pine Valley Investments Ltd Liability Co 0.68% Add +128.0% 208,701 $10.6M
Vestmark Advisory Solutions, Inc. 0.27% New 208,667 $10.6M
SouthState Bank Corp 0.48% Add +149.5% 208,056 $10.6M
Cape Cod Five Cents Savings Bank 0.96% No change 199,278 $10.5M
Silvercrest Asset Management Group LLC 0.07% Add +36.5% 206,177 $10.5M
K2 Financial Inc. 10.25% Add +4.5% 206,750 $10.4M
Values Added Financial LLC 5.79% Reduce -9.8% 205,383 $10.4M
Interactive Financial Advisors, Inc. 5.51% Add +3.7% 205,216 $10.4M
Axxcess Wealth Management, LLC 0.28% Add +6.4% 204,485 $10.4M
Evercore Wealth Management, LLC 0.17% Reduce -3.1% 203,977 $10.4M
Jmac Enterprises LLC 2.46% Add +5.6% 203,577 $10.3M
1834 Investment Advisors Co. 1.33% Add +3.9% 203,479 $10.3M
Maripau Wealth Management LLC 5.93% Add +12.4% 203,332 $10.3M
IFP Advisors, Inc 0.32% Add +19.4% 202,850 $10.3M
First Citizens Bank & Trust Co. 0.26% Add +1.8% 202,640 $10.3M
Investment Partners, LTD. 4.27% Add +5.6% 202,526 $10.3M
Northeast Investment Management 0.48% Add +25.4% 202,480 $10.3M
Martel Wealth Advisors LLC 2.04% Reduce -10.2% 201,823 $10.3M
Camden National Bank 1.52% Add +2.5% 201,348 $10.2M
Sterling Group Wealth Management, LLC 5.47% Reduce -0.5% 200,825 $10.2M
Mackenzie Financial Corp. 0.01% Reduce -34.1% 200,796 $10.2M
OneDigital Investment Advisors LLC 0.12% Add +1.0% 200,205 $10.2M
Snowden Capital Advisors LLC 0.33% Reduce -4.8% 199,580 $10.1M
Safeguard Financial, LLC 2.22% Reduce -1.9% 199,116 $10.1M
Etesian Wealth Advisors, Inc. 4.34% Add +10.7% 198,247 $10.1M
Talon Private Wealth, LLC 1.35% Add +573.9% 198,388 $10.1M
SBI Securities Co., Ltd. 0.33% Reduce -0.5% 197,489 $10.0M
Auour Investments LLC 3.63% Reduce -6.0% 189,673 $10.0M
BKM Wealth Management, LLC 4.12% Add +0.9% 197,017 $10.0M
Goldstone Financial Group, LLC 1.51% Add +1.6% 196,454 $10.0M
Birchbrook, Inc. 5.61% Add +2.1% 196,306 $10.0M
Centerline Wealth Advisors, LLC 5.94% Add +2.0% 195,883 $10.0M
Lansing Street Advisors 3.33% Reduce -0.2% 195,863 $10.0M
Clarity Wealth Development LLC 11.11% Reduce -0.6% 188,286 $10.0M
Fifth Third Securities, Inc. 0.84% Add +10.1% 195,690 $9.9M
Gould Asset Management LLC 2.04% Reduce -2.6% 194,550 $9.9M
Nisa Investment Advisors, LLC 0.05% Add +0.1% 193,960 $9.9M
Integrated Advisors Network LLC 0.49% Add +2.2% 192,475 $9.8M
CGN Advisors LLC 0.96% Add +3.1% 192,197 $9.8M
Opus Capital Group, LLC 1.25% Reduce -1.9% 191,624 $9.7M
Parsons Capital Management Inc. 0.53% Add +8.8% 191,393 $9.7M
Bessemer Group Inc. 0.02% Add +6.7% 191,303 $9.7M
CBIZ Investment Advisory Services, LLC 0.48% Add +1.5% 191,316 $9.7M
Staley Capital Advisers Inc. 0.44% Add +1.1% 190,779 $9.7M
Fonville Wealth Management LLC 2.85% Add +23.0% 189,148 $9.7M
Strategic Financial Concepts, LLC 1.81% Reduce -16.3% 189,748 $9.6M
Forbes Financial Planning, Inc. 7.12% Reduce -2.7% 189,002 $9.6M
Mondrian Investment Partners LTD 0.16% Add +0.2% 187,662 $9.5M
Dorsey & Whitney Trust CO LLC 0.55% Add +0.9% 187,535 $9.5M
Johnson Bixby & Associates, LLC 1.42% Reduce -5.3% 186,316 $9.5M
Consolidated Portfolio Review Corp 1.51% Reduce -0.8% 185,863 $9.4M
Live Oak Investment Partners 7.45% New 185,714 $9.4M
Manske Wealth Management 3.56% Add +0.2% 185,173 $9.4M
First National Bank of Omaha 0.64% Add +1.6% 185,095 $9.4M
RiverGlades Family Offices LLC 6.75% Add +1.5% 184,596 $9.4M
Stratos Wealth Advisors, LLC 0.51% Reduce -51.6% 184,332 $9.4M
Marshall Financial Group Inc. 2.95% Reduce -2.4% 184,224 $9.4M
Invst, LLC 1.28% Add +3762.9% 183,758 $9.3M
Avant Financial Advisors LLC 8.45% Add +2.2% 183,270 $9.3M
Von Berge Wealth Management Group, LLC 6.01% Add +5.2% 177,935 $9.3M
Trace Wealth Advisors, LLC 8.26% Add +3.4% 182,257 $9.3M
Elevated Capital Advisors, LLC 2.59% Reduce -5.5% 181,887 $9.2M
Susquehanna International Group, LLP 0.02% Reduce -89.0% 181,414 $9.2M
WESCAP Management Group, Inc. 2.25% Reduce -7.5% 181,080 $9.2M
Rockbridge Investment Management, LCC 1.09% Reduce -1.1% 180,925 $9.2M
Strategic Blueprint, LLC 0.50% Add +758.5% 179,977 $9.1M
AE Wealth Management LLC 0.08% Reduce -6.0% 179,702 $9.1M
Mgo One Seven LLC 0.35% Add +25.1% 179,562 $9.1M
Enclave Advisors LLC 1.55% Add +28.9% 179,143 $9.1M
Quattro Financial Advisors LLC 3.11% Reduce -3.4% 178,380 $9.1M
Aurelius Family Office LLC 4.60% Reduce -4.8% 178,240 $9.1M
Monument Group Wealth Advisors, LLC 6.28% Add +0.5% 178,162 $9.1M
AlTi Global, Inc. 0.24% Add +23.4% 177,877 $9.0M
Stonehearth Capital Management, LLC 3.72% Add +2.0% 176,886 $9.0M
Ritholtz Wealth Management 0.27% Reduce -47.0% 176,078 $9.0M
Security Financial Services, INC. 1.77% Add +10.4% 175,158 $8.9M
Mission Hills Financial Advisory, LLC 6.17% Reduce -2.1% 174,954 $8.9M
Integrated Investment Consultants, LLC 1.77% Reduce -3.1% 174,833 $8.9M
Roth Financial Partners LLC 3.50% Add +3.4% 174,291 $8.9M
Cadence Bank 0.63% Add +4.2% 173,147 $8.8M
Hilltop Wealth Advisors, LLC 4.95% Add +2.1% 172,564 $8.8M
New Hampshire Trust 2.00% Reduce -0.9% 172,326 $8.8M
First Bancorp, Inc 5.67% Add +0.6% 171,631 $8.7M
Schneider Downs Wealth Management Advisors, LP 1.58% Add +0.2% 171,121 $8.7M
MJP Associates Inc. 1.57% Add +13.6% 171,064 $8.7M
Tarbox Family Office, Inc. 1.44% Reduce -6.3% 170,603 $8.7M
Global Strategic Investment Solutions, LLC 1.00% Reduce -0.8% 170,273 $8.7M
Waller Financial Planning Group, Inc. 2.43% Reduce -1.6% 169,971 $8.6M
Sigma Planning Corp 0.28% Add +10.2% 169,957 $8.6M
Newport Capital Group, LLC 6.21% Add +3.9% 169,867 $8.6M
Tortoise Investment Management, LLC 0.89% Reduce -2.4% 168,495 $8.6M
DBK Financial Counsel, LLC 8.58% Add +1.9% 168,414 $8.6M
Apollon Wealth Management, LLC 0.19% Reduce -11.3% 167,390 $8.5M
Symmetry Partners, LLC 1.18% Reduce -16.2% 167,242 $8.5M
Trust Co. of Vermont 0.42% Reduce -0.6% 166,547 $8.5M
Retirement Planning Group, LLC 0.39% Add +99.3% 165,503 $8.4M
Frank, Rimerman Advisors LLC 0.66% Reduce -2.3% 164,978 $8.4M
Tilson Financial Group, Inc. 3.31% Reduce -36.3% 164,796 $8.4M
First Heartland Consultants, Inc. 0.86% Reduce -7.9% 164,730 $8.4M
Sunesis Advisors, LLC 4.53% Reduce -2.3% 164,191 $8.3M
Hohimer Wealth Management, LLC 1.64% Add +23.0% 164,058 $8.3M
PFW Advisors LLC 2.61% Reduce -2.0% 163,845 $8.3M
Paulson Wealth Management Inc. 2.33% Reduce -1.2% 162,788 $8.3M
Rosenberg Matthew Hamilton 2.07% Reduce -2.5% 162,661 $8.3M
Black Diamond Financial, LLC 1.24% Add +0.5% 162,307 $8.3M
Advisor Resource Council 0.67% Add +800.4% 167,487 $8.2M
Zhang Financial LLC 0.43% Add +6.8% 161,687 $8.2M
Kitching Partners, LLC 9.42% Add +13.0% 160,783 $8.2M
Novem Group 1.15% Add +803.5% 160,172 $8.1M
American Investment Services, Inc. 1.43% Add +1.3% 160,160 $8.1M
Shotwell Rutter Baer Inc 7.13% Add +0.1% 172,195 $8.1M
Obermeyer Wealth Partners 0.43% Add +6.5% 158,162 $8.0M
Michelson Medical Research Foundation, Inc. 6.73% No change 158,160 $8.0M
MSH Capital Advisors LLC 2.48% Add +8.6% 157,825 $8.0M
Prudent Man Advisors, LLC 2.89% Reduce -1.6% 150,993 $8.0M
Pitcairn Co. 0.48% Reduce -0.4% 156,441 $8.0M
Prosperity Consulting Group, LLC 0.61% Reduce -6.1% 155,996 $7.9M
Becker Capital Management Inc. 0.26% Reduce -2.1% 155,664 $7.9M
Prime Capital Investment Advisors, LLC 0.09% Add +66.5% 155,507 $7.9M
Avidian Wealth Enterprises, LLC 0.35% Reduce -1.1% 154,183 $7.8M
Phoenix Wealth Advisors 3.40% Add +50.3% 153,518 $7.8M
Corrigan Financial, Inc. 1.60% Add +27.0% 152,874 $7.8M
Sandy Cove Advisors, LLC 3.12% Add +0.7% 152,678 $7.8M
BluePointe Capital Management, LLC 2.95% Reduce -11.5% 152,328 $7.7M
Kraft, Davis & Associates, LLC 2.49% Reduce -2.6% 149,803 $7.7M
Roberts Wealth Advisors, LLC 2.38% Reduce -0.8% 151,657 $7.7M
FSB Premier Wealth Management, Inc. 3.01% Reduce -5.6% 151,595 $7.7M
Mycio Wealth Partners, LLC 1.80% Reduce -1.5% 150,417 $7.6M
Seldon Capital LP 4.77% No change 149,017 $7.6M
Arete Wealth Advisors, LLC 0.57% Add +12.3% 147,858 $7.5M
Windsor Capital Management, LLC 2.30% Reduce -2.8% 147,712 $7.5M
Centennial Bank 3.56% Add +3.6% 147,038 $7.5M
Campion Asset Management 5.76% Add +1.9% 146,438 $7.4M
PAX Financial Group, LLC 1.32% Add +25.3% 146,216 $7.4M
Roundview Capital LLC 0.54% Add +21.9% 145,945 $7.4M
Aspiriant, LLC 0.26% Reduce -2.1% 145,755 $7.4M
Atlatl Advisers LLC 4.81% Add +3.3% 145,506 $7.4M
Koshinski Asset Management, Inc. 0.63% Reduce -2.6% 145,480 $7.4M
CVA Family Office, LLC 1.13% Add +4.5% 145,365 $7.4M
Plum Street Advisors, LLC 3.55% Reduce -6.5% 144,936 $7.4M
Main Street Financial Solutions, LLC 0.64% Add +5.9% 144,501 $7.3M
Fidelis Capital Partners, LLC 0.78% Add +9.3% 139,755 $7.3M
Manuka Financial, LLC 4.72% Add +5.3% 143,418 $7.3M
Cary Street Partners Financial LLC 0.23% Add +9.2% 161,280 $7.3M
Beacon Financial Strategies CORP 4.87% Add +2.0% 142,069 $7.2M
KilterHowling LLC 4.66% New 135,016 $7.2M
Lanark Financial, Inc. 0.61% — 141,639 $7.2M
Waldron Private Wealth LLC 0.34% Reduce -1.8% 141,132 $7.2M
Elmwood Wealth Management, Inc. 2.94% Reduce -0.4% 140,894 $7.2M
CWA Asset Management Group, LLC 0.34% Add +12.9% 140,533 $7.1M
National Philanthropic Trust 0.11% Reduce -7.5% 139,910 $7.1M
Associated Banc-Corp 0.22% Add +5.7% 139,552 $7.1M
Jim Saulnier & Associates, LLC 5.48% Add +7.8% 138,538 $7.0M
Three Bridge Wealth Advisors, LLC 2.44% Add +0.0% 138,231 $7.0M
Joule Financial, LLC 2.46% Add +2.0% 137,616 $7.0M
First Financial Corp. 3.38% Reduce -2.2% 137,522 $7.0M
Berkshire Asset Management LLC 0.33% Add +0.3% 129,923 $6.9M
Brandywine Trust Co. 1.07% Add +4.8% 136,018 $6.9M
Coastline Trust Co 0.85% Add +3.1% 134,809 $6.9M
Cerity Partners OCIO LLC 0.39% No change 133,940 $6.8M
Fifth Third Wealth Advisors LLC 0.35% Add +58.8% 133,919 $6.8M
Ariel Investments 0.08% Reduce -46.6% 132,913 $6.8M
Chicago Partners Investment Group LLC 0.22% Add +15.2% 126,159 $6.8M
Sebold Capital Management, Inc. 4.43% Add +5.7% 132,625 $6.7M
Asset Planning Corporation 3.97% Reduce -3.8% 132,602 $6.7M
Procyon Advisors, LLC 0.41% Reduce -6.2% 132,352 $6.7M
McNamara Financial Services, Inc. 1.44% Add +3.7% 132,040 $6.7M
GenTrust, LLC 0.32% Add +1.1% 131,402 $6.7M
Nations Financial Group Inc, /Ia/ 0.51% Reduce -7.1% 131,209 $6.7M
Liberty Capital Management, Inc. 1.48% Add +2.3% 130,616 $6.6M
Compton Wealth Advisory Group, LLC 1.84% No change 130,272 $6.6M
HRT Financial LP 0.04% Add +29.5% 130,232 $6.6M
Smartleaf Asset Management LLC 0.64% Add +5.7% 129,133 $6.6M
Hobart Private Capital, LLC 1.65% Reduce -44.5% 129,988 $6.6M
Brandywine Oak Private Wealth LLC 0.65% Add +10.0% 129,935 $6.6M
VSM Wealth Advisory, LLC 2.36% Add +1.3% 129,397 $6.6M
Revolve Wealth Partners, LLC 0.95% Add +4.7% 129,247 $6.6M
BlueSky Wealth Advisors, LLC 1.01% Reduce -13.3% 128,765 $6.5M
Silver Oak Securities, Incorporated 0.61% Add +17.4% 127,651 $6.5M
Manchester Capital Management LLC 0.80% Reduce -8.0% 128,333 $6.5M
Savvy Advisors, Inc. 0.65% Add +14.5% 128,044 $6.5M
Headinvest, LLC 1.26% Reduce -1.5% 127,138 $6.5M
Paloma Partners Management Co 2.33% New 127,109 $6.5M
Redwood Investment Management, LLC 0.70% Add +36.0% 126,802 $6.4M
Jacobi Capital Management LLC 0.47% Add +0.9% 126,569 $6.4M
Resolute Advisors LLC 1.85% Add +6.6% 126,131 $6.4M
Grove Street Fiduciary, LLC 3.25% Reduce -1.4% 126,042 $6.4M
Eclectic Associates Inc. 1.72% Add +0.8% 125,957 $6.4M
Twin Focus Capital Partners, LLC 0.99% Reduce -0.7% 125,859 $6.4M
Disciplina Capital Management LLC 0.93% New 125,615 $6.4M
OneAscent Financial Services LLC 0.41% Add +102.5% 124,870 $6.4M
Verus Wealth Management, LLC 6.96% Add +0.3% 124,959 $6.4M
Ancora Advisors LLC 0.14% Reduce -1.6% 124,816 $6.3M
Journey Beyond Wealth, LLC 5.91% Add +3.8% 124,405 $6.3M
Fiduciary Advisors, Inc. 6.24% Add +2.9% 124,299 $6.3M
RS Crum Inc. 1.70% Reduce -0.7% 124,155 $6.3M
Arcus Capital Partners, LLC 2.53% Reduce -2.3% 124,121 $6.3M
BSW Wealth Partners 0.95% Add +5.9% 123,388 $6.3M
Sound Stewardship, LLC 3.54% Add +1.5% 122,375 $6.2M
Vident Advisory, LLC 0.09% Reduce -31.8% 122,095 $6.2M
Creative Financial Designs Inc. 0.50% Add +1.6% 122,032 $6.2M
Algorithmic Investment Models, LLC 4.56% Reduce -6.0% 121,737 $6.2M
Elite Life Management LLC 19.25% Add +9.3% 121,381 $6.2M
Wincap Financial LLC 5.85% Add +15.4% 121,249 $6.2M
Veery Capital, LLC 2.37% Reduce -8.8% 119,981 $6.1M
Stillwater Capital Advisors, LLC 0.85% Add +5.7% 119,683 $6.1M
Farrell Financial LLC 4.42% Reduce -0.6% 119,373 $6.1M
Broadview Financial Management, LLC 4.51% Reduce -1.5% 119,014 $6.0M
CoreFirst Bank & Trust 3.85% Add +3.2% 117,777 $6.0M
Titleist Asset Management, LLC 0.69% Add +11.2% 117,484 $6.0M
Haverford Trust Co 0.06% Add +0.4% 116,850 $5.9M
RHS Financial, LLC 3.33% Reduce -5.3% 116,815 $5.9M
Emprise Bank 3.17% Reduce -2.8% 116,723 $5.9M
Walkner Condon Financial Advisors LLC 1.20% Reduce -1.0% 116,425 $5.9M
Nicolet Bankshares Inc. 1.19% Add +1.1% 116,395 $5.9M
Clarity Capital Advisors, LLC 3.88% Add +0.2% 116,260 $5.9M
Meridian Wealth Advisors, LLC 1.00% Add +4.2% 116,181 $5.9M
Hughes Financial Services, LLC 1.15% Reduce -0.9% 115,283 $5.9M
LifeGuide Financial Advisors, LLC 2.39% Add +3.1% 115,364 $5.9M
Tamar Securities, LLC 0.79% Add +8.5% 114,698 $5.8M
Encompass Wealth Advisors, LLC 2.36% Add +1.2% 114,193 $5.8M
Creekside Partners 3.03% Add +0.7% 113,980 $5.8M
Taylor Hoffman Capital Management LLC 2.14% Add +2.9% 113,342 $5.8M
Sachem Hill LLC 1.14% Reduce -0.4% 113,662 $5.8M
Rothschild Wealth LLC 1.61% Add +2.3% 112,918 $5.7M
AlphaCore Capital LLC 0.49% New 112,279 $5.7M
Checchi Capital Advisers, LLC 0.40% Add +0.4% 111,657 $5.7M
Victrix Investment Advisors 2.97% New 116,641 $5.7M
Interchange Capital Partners, LLC 1.56% Add +188.9% 109,470 $5.6M
Forefront Analytics, LLC 6.39% Add +0.5% 109,288 $5.6M
Capital Asset Advisory Services LLC 0.28% Add +5.7% 108,511 $5.6M
Narus Financial Partners, LLC 1.88% Reduce -1.6% 108,879 $5.5M
NorthStar Asset Management LLC 3.45% Add +4.7% 108,601 $5.5M
Two Sigma Securities, LLC 0.84% New 108,585 $5.5M
Gradient Capital Advisors, LLC 1.80% Add +5.2% 108,468 $5.5M
Fairman Group, LLC 5.01% Reduce -3.6% 116,107 $5.5M
Csenge Advisory Group 0.31% Add +2.5% 106,823 $5.4M
Mitchell McLeod Pugh & Williams Inc. 1.12% Add +2.0% 106,232 $5.4M
Stratos Investment Management, LLC 0.29% Add +5.5% 106,210 $5.4M
Graves Light Lenhart Wealth, Inc. 0.66% Add +3.3% 106,153 $5.4M
Sagespring Wealth Partners, LLC 0.14% Add +667.8% 105,388 $5.4M
Crescent Grove Advisors, LLC 0.56% Reduce -1.6% 105,372 $5.4M
ICONIQ Capital, LLC 0.09% Add +0.0% 105,298 $5.4M
Fulton Breakefield Broenniman LLC 0.39% Add +11.7% 105,283 $5.4M
Stone Summit Wealth LLC 1.81% Add +12.0% 105,197 $5.3M
Tradition Wealth Management, LLC 0.47% Add +4.3% 104,910 $5.3M
First PREMIER Bank 1.35% Reduce -6.7% 104,909 $5.3M
Certified Advisory Corp 0.60% Add +1.8% 104,666 $5.3M
BlackRock, Inc. 0.00% Reduce -20.8% 104,534 $5.3M
Naples Global Advisors, LLC 0.50% Add +4.1% 104,492 $5.3M
Rehmann Capital Advisory Group 0.33% Add +1.4% 103,854 $5.3M
Mayflower Financial Advisors, LLC 0.80% Add +0.1% 103,564 $5.3M
Nuveen, LLC 0.00% — 103,480 $5.3M
Duncan Williams Asset Management, LLC 1.90% Add +32.0% 103,371 $5.3M
TPG Advisors LLC 4.13% Add +0.1% 103,053 $5.2M
Northland Capital Management LLC 3.52% Reduce -0.3% 102,488 $5.2M
Blue Investment Partners LLC 1.96% Add +0.3% 102,430 $5.2M
Teachers Insurance & Annuity Association of America 6.90% No change 101,836 $5.2M
Bearing Point Capital, LLC 1.10% Reduce -3.0% 101,622 $5.2M
Cidel Asset Management Inc. 0.34% No change 101,546 $5.2M
Bakala Capital LLC 29.52% Add +23.5% 101,338 $5.2M
Marathon Strategic Advisors, LLC 5.50% Reduce -2.9% 100,651 $5.1M
Topel & Distasi Wealth Management, LLC 2.37% Reduce -27.2% 99,860 $5.1M
Bank of New Hampshire 1.33% Reduce -1.8% 99,668 $5.1M
Aegis Wealth Management LLC 2.97% Add +52.6% 99,513 $5.1M
Fort Sheridan Advisors LLC 0.76% Add +1.2% 98,577 $5.0M
Turtle Creek Wealth Advisors, LLC 0.75% Reduce -1.3% 98,546 $5.0M
McAdam, LLC 0.31% Reduce -23.9% 98,235 $5.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.15% Reduce -2.0% 97,707 $5.0M
Strategent Financial, LLC 4.49% Add +37.5% 97,643 $5.0M
Fortis Advisors, LLC 3.22% Add +0.2% 97,282 $4.9M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.75% Add +4.7% 97,185 $4.9M
Sagace Wealth Management LLC 3.73% Reduce -1.5% 96,971 $4.9M
Private Trust Co. NA 0.51% Reduce -9.1% 96,783 $4.9M
Sensible Financial Planning & Management, LLC. 0.98% Add +8.1% 96,565 $4.9M
Wood Tarver Financial Group, LLC 1.59% Add +4.6% 95,986 $4.9M
DDFG, Inc 1.35% Reduce -7.3% 95,620 $4.9M
Wedbush Securities Inc. 0.18% Add +20.8% 95,480 $4.9M
Quantinno Capital Management LP 0.03% Add +63.3% 95,398 $4.8M
St Germain D J Co. Inc. 0.23% Add +0.6% 95,340 $4.8M
Kentucky Farm Bureau Mutual Insurance Co 1.13% No change 95,000 $4.8M
Trevian Wealth Management LLC 3.44% Add +3.8% 94,954 $4.8M
Carolinas Wealth Consulting LLC 1.04% Reduce -3.1% 94,826 $4.8M
Smithfield Trust Co 0.24% Reduce -0.2% 94,650 $4.8M
Bluestem Financial Advisors, LLC 2.25% Reduce -2.0% 94,493 $4.8M
Sentinel Trust Co. Lba 0.56% Reduce -6.7% 93,679 $4.8M
MorganRosel Wealth Management, LLC 1.44% Add +31.2% 93,350 $4.7M
W.H. Cornerstone Investments Inc. 3.27% Add +3.1% 93,207 $4.7M
Arkadios Wealth Advisors 0.18% Add +289.9% 93,032 $4.7M
Life Planning Partners, Inc 4.25% Add +1.1% 92,413 $4.7M
XY Planning Network, Inc. 3.11% Add +110.9% 91,761 $4.7M
Avestar Capital, LLC 0.44% Reduce -19.9% 91,524 $4.7M
Peterson Wealth Advisors, LLC 0.89% Add +533.2% 100,763 $4.6M
A&I Financial Services, LLC 3.12% Add +20.9% 90,742 $4.6M
Ascent Capital Management, LLC 4.63% Add +53.9% 90,462 $4.6M
Renasant Bank 3.03% Add +54.0% 90,100 $4.6M
Texas Capital Bancshares Inc 1.95% Add +2.7% 90,065 $4.6M
Diversify Advisory Services, LLC 0.29% Reduce -2.8% 86,418 $4.6M
William Mack & Associates, Inc. 3.89% Add +71.9% 89,491 $4.5M
FC Advisory LLC 1.54% Add +0.8% 89,441 $4.5M
Alley Investment Management Company, LLC 0.57% Reduce -1.0% 88,834 $4.5M
Single Point Partners, LLC 1.06% Add +1.6% 88,614 $4.5M
Financial Insights, Inc. 1.79% Reduce -10.9% 88,528 $4.5M
Cypress Wealth Services, LLC 0.91% Reduce -1.5% 88,408 $4.5M
Foundation Wealth Management, LLC\PA 2.14% Add +33.8% 88,352 $4.5M
Warwick Investment Management, Inc. 0.93% Add +22.5% 88,249 $4.5M
Callan Family Office, LLC 0.34% Reduce -8.2% 88,236 $4.5M
MidAtlantic Capital Management, Inc. 3.52% Reduce -0.1% 88,203 $4.5M
Andina Capital Management, LLC 3.19% Add +21.1% 87,994 $4.5M
Bestgate Wealth Advisors, LLC 9.26% Reduce -4.1% 87,852 $4.5M
Park National Corp. 0.16% Add +2.2% 87,701 $4.5M
Motley Fool Wealth Management, LLC 0.26% Reduce -13.4% 87,132 $4.4M
IHT Wealth Management, LLC 0.14% Reduce -0.1% 85,800 $4.4M
Deutsche Bank AG 0.00% Add +0.9% 86,893 $4.4M
LVW Advisors, LLC 0.53% Reduce -2.9% 86,755 $4.4M
Foundations Investment Advisors, LLC 0.08% Reduce -12.8% 86,549 $4.4M
LifePlan Investment Advisors, Inc. 2.53% Add +13.5% 86,420 $4.4M
Kingsview Wealth Management, LLC 0.08% Reduce -15.2% 86,306 $4.4M
First National Corp. /Ma/ 0.97% Add +1.4% 86,119 $4.4M
Capital Analysts, LLC 0.16% Add +4.1% 85,557 $4.3M
Old North State Trust, LLC 2.75% No change 90,547 $4.3M
Ameritas Advisory Services, LLC 0.17% Reduce -1.6% 86,742 $4.3M
Courier Capital LLC 0.28% Add +72.8% 84,796 $4.3M
Marks Group Wealth Management, Inc 0.41% Add +1154.7% 84,518 $4.3M
Arq Wealth Advisors, LLC 1.59% Reduce -1.9% 84,405 $4.3M
James J. Burns & Company, LLC 0.77% Add +1.2% 84,298 $4.3M
Simplex Trading, LLC 0.15% New 83,955 $4.3M
Grey Ledge Advisors, LLC 1.12% Reduce -10.6% 83,579 $4.2M
JT Stratford LLC 0.75% Reduce -24.8% 83,287 $4.2M
Cutler Investment Counsel LLC 0.51% Reduce -8.5% 83,238 $4.2M
Condor Capital Management 0.39% Reduce -1.6% 83,042 $4.2M
Caldwell Trust Co 0.45% Add +24.3% 82,917 $4.2M
Florida Trust Wealth Management Co 0.14% Add +12.6% 82,749 $4.2M
Bleakley Financial Group, LLC 0.13% Add +82.0% 82,591 $4.2M
ETF Store, Inc. 5.14% Reduce -0.8% 82,517 $4.2M
Highland Capital Management, LLC 0.25% Add +5.2% 82,334 $4.2M
Summit Financial Strategies, Inc. 0.42% Reduce -1.3% 82,113 $4.2M
Ironwood Financial, llc 0.89% Reduce -3.9% 81,886 $4.2M
Norris Perne & French LLP 0.31% Reduce -57.5% 81,853 $4.2M
Burt Wealth Advisors 1.04% Add +81.7% 81,600 $4.1M
Parthenon LLC 0.51% Add +0.6% 81,461 $4.1M
Rockingstone Advisors LLC 1.86% Add +19.1% 81,380 $4.1M
Whipplewood Advisors, LLC 2.45% Add +4.4% 84,690 $4.1M
Shepherd Financial Partners LLC 0.48% Reduce -4.7% 81,153 $4.1M
Steel Grove Capital Advisors, LLC 0.62% Reduce -13.6% 81,032 $4.1M
Opes Wealth Management LLC 0.83% Reduce -41.2% 80,961 $4.1M
Visionary Wealth Advisors 0.25% Add +5.5% 80,381 $4.1M
Nwam LLC 0.35% Reduce -71.1% 80,264 $4.1M
Wescott Financial Advisory Group, LLC 0.42% Reduce -7.6% 79,967 $4.1M
Northwest Wealth Management, LLC 0.81% Reduce -2.5% 79,613 $4.0M
FSA Advisors, Inc. 3.19% Add +323.4% 79,116 $4.0M
Astra Wealth Partners LLC 3.82% Add +5.4% 78,629 $4.0M
Laraway Financial Advisors Inc 3.17% Add +5.7% 78,596 $4.0M
Silver Coast Investments LLC 1.51% Reduce -7.0% 78,258 $4.0M
Maia Wealth LLC 0.90% Reduce -4.0% 79,160 $4.0M
Compass Financial Group, Inc. 2.03% Add +0.9% 77,831 $4.0M
HM Payson & Co. 0.07% Reduce -5.1% 77,692 $3.9M
Willis Johnson & Associates, Inc. 0.30% Add +0.8% 77,103 $3.9M
Diversified Trust Co. 0.10% Add +10.6% 77,039 $3.9M
Climber Capital SA 3.08% Add +15.9% 88,807 $3.9M
Mill Creek Capital Advisors, LLC 0.09% Add +441.1% 76,914 $3.9M
West Bancorporation Inc. 2.64% Add +29.6% 76,423 $3.9M
Gladstone Institutional Advisory LLC 0.18% Reduce -0.6% 76,417 $3.9M
Stonekeep Investments, LLC 2.86% Add +3.4% 76,207 $3.9M
Blueprint Investment Partners LLC 0.71% Add +122.5% 76,018 $3.9M
Asset Allocation & Management Company, LLC 1.95% No change 75,914 $3.9M
Traction Financial Partners, LLC 2.98% Reduce -34.3% 75,087 $3.8M
Verum Partners LLC 1.03% Reduce -3.3% 75,040 $3.8M
Americana Partners, LLC 0.15% Reduce -3.1% 74,556 $3.8M
Diversified Enterprises, LLC 0.32% Add +453.6% 74,484 $3.8M
Avos Capital Management, LLC 2.49% Add +0.2% 74,363 $3.8M
Berger Financial Group, Inc 0.26% Reduce -2.6% 74,278 $3.8M
Monument Capital Management 1.16% Reduce -77.2% 73,996 $3.8M
Essex Financial Services, Inc. 0.27% Add +1.2% 73,989 $3.8M
Curi Capital, LLC 0.09% Reduce -34.0% 73,619 $3.7M
Sax Wealth Advisors, LLC 0.27% Add +56.4% 72,982 $3.7M
C M Bidwell & Associates Ltd. 2.23% Reduce -3.0% 72,960 $3.7M
BOS Asset Management, LLC 1.28% Reduce -2.4% 72,956 $3.7M
Weinberger Asset Management, Inc 1.58% Reduce -4.5% 72,439 $3.7M
Independent Family Office, LLC 1.93% Add +1.5% 72,333 $3.7M
Scott Capital Advisors, LLC 1.09% Add +2.1% 72,107 $3.7M
FFT Wealth Management LLC 0.77% Reduce -20.5% 72,066 $3.7M
Patriot Financial Group Insurance Agency, LLC 0.49% Add +13.2% 71,603 $3.6M
LMCG Investments, LLC 0.24% Add +20.1% 71,366 $3.6M
Baker Avenue Asset Management, LP 0.11% Add +16.5% 71,154 $3.6M
Security Benefit Life Insurance Co. 1.36% Add +32.3% 70,800 $3.6M
Columbus Macro, LLC 0.47% Reduce -16.0% 70,748 $3.6M
Parr McKnight Wealth Management Group, LLC 0.52% Add +0.0% 70,572 $3.6M
Golden Road Advisors LLC 2.80% Add +8.3% 70,564 $3.6M
U.S. Capital Wealth Advisors, LLC 0.11% Add +38.6% 70,231 $3.6M
Federation des caisses Desjardins du Quebec 0.02% Add +110.4% 70,086 $3.6M
DAVENPORT & Co LLC 0.02% Reduce -19.9% 69,845 $3.6M
US Financial Advisors, LLC 1.04% Reduce -0.9% 69,531 $3.5M
Kingswood Wealth Advisors, LLC 0.32% Add +8.3% 69,344 $3.5M
Annis Gardner Whiting Capital Advisors, LLC 1.49% Add +3.0% 69,343 $3.5M
Barry Investment Advisors, LLC 0.94% Reduce -3.0% 69,300 $3.5M
Grove Bank & Trust 0.47% Add +27.5% 68,994 $3.5M
Nottingham Advisors, Inc. 0.53% Reduce -23.4% 68,473 $3.5M
Conservest Capital Advisors, Inc. 0.37% Reduce -53.7% 68,425 $3.5M
TPG Financial Advisors, LLC 1.54% Add +12.9% 68,363 $3.5M
Flywheel Private Wealth LLC 3.16% Add +5.7% 68,193 $3.5M
Opinicus Capital, Inc. 3.07% Reduce -11.5% 68,191 $3.5M
VERITY Wealth Advisors 2.56% Add +1.3% 68,024 $3.5M
Northstar Financial Companies, Inc. 3.74% Reduce -14.7% 67,796 $3.4M
Nabity-Jensen Investment Management Inc 2.72% Reduce -23.0% 67,388 $3.4M
Atlantic Edge Private Wealth Management, LLC 1.04% Reduce -3.4% 66,979 $3.4M
Van Cleef Asset Management,Inc 0.38% Reduce -4.4% 66,953 $3.4M
Gold Investment Management Ltd. 1.44% No change 66,817 $3.4M
NorthRock Partners, LLC 0.11% Add +7.7% 66,793 $3.4M
Sightline Wealth Advisors, LLC 1.78% Add +19.8% 66,420 $3.4M
International Assets Investment Management, LLC 0.30% Add +45.4% 66,268 $3.4M
Steph & Co. 1.21% Reduce -2.6% 66,034 $3.4M
Forum Financial Management, LP 0.06% Reduce -3.6% 65,893 $3.3M
North Star Investment Management Corp. 0.24% Add +314.1% 65,822 $3.3M
Calton & Associates, Inc. 0.76% Add +89.9% 65,525 $3.3M
BridgePort Financial Solutions, LLC 1.50% Reduce -0.4% 65,512 $3.3M
Perennial Investment Advisors, LLC 0.37% Add +4.2% 65,307 $3.3M
Allodium Investment Consultants, LLC 2.45% Reduce -5.7% 65,278 $3.3M
Conning Inc. 0.12% No change 65,275 $3.3M
Nestegg Advisors, Inc. 3.51% Reduce -3.1% 64,993 $3.3M
Sincerus Advisory, LLC 3.48% Reduce -0.8% 64,928 $3.3M
Camelot Technology Advisors, Inc. 3.04% Add +0.4% 64,765 $3.3M
Brucke Financial, Inc. 2.86% Add +1.9% 62,244 $3.3M
Stonebridge Financial Planning Group, LLC 1.49% Add +8.9% 64,399 $3.3M
TD Private Client Wealth LLC 0.09% Reduce -7.5% 63,360 $3.2M
Red Tortoise LLC 1.66% Add +69.4% 62,713 $3.2M
Trek Financial, LLC 0.23% Reduce -29.4% 62,604 $3.2M
Debussy Capital Management LP 0.51% Add +1.2% 62,525 $3.2M
First National Trust Co 0.13% Add +7.0% 62,492 $3.2M
Meridian Wealth Management, LLC 0.15% Add +2.4% 62,123 $3.2M
Barrett & Company, Inc. 1.35% Reduce -0.2% 61,913 $3.1M
SYM FINANCIAL Corp 0.39% Add +4.0% 61,749 $3.1M
CogentBlue Wealth Advisors, LLC 2.74% Reduce -9.5% 61,365 $3.1M
Highline Wealth Partners LLC 1.05% Reduce -2.2% 61,331 $3.1M
Gray Private Wealth, LLC 1.88% Reduce -1.1% 61,319 $3.1M
Financial Advocates Investment Management 0.22% Reduce -18.5% 61,303 $3.1M
SageView Advisory Group, LLC 0.13% Reduce -3.8% 61,291 $3.1M
Texas Yale Capital Corp. 0.13% Add +4.7% 60,683 $3.1M
Quartz Partners, LLC 1.87% Add +10.1% 60,603 $3.1M
Shufro Rose & Co. LLC 0.25% Reduce -9.3% 60,583 $3.1M
Collective Family Office LLC 0.83% Reduce -0.9% 60,366 $3.1M
Stock Yards Bank & Trust Co. 0.11% Reduce -5.5% 60,217 $3.1M
Wesbanco Bank Inc. 0.11% Reduce -12.4% 60,110 $3.1M
Fiducient Advisors LLC 0.38% Reduce -44.5% 60,027 $3.1M
RBF Capital, LLC 0.19% No change 60,000 $3.0M
Washington Trust Advisors, Inc. 0.27% Add +4.6% 59,887 $3.0M
Journey Strategic Wealth LLC 0.11% Reduce -4.5% 59,770 $3.0M
Nomura Asset Management Co. Ltd. 0.01% Add +80.5% 59,580 $3.0M
Hilltop Holdings Inc. 0.19% Add +5.2% 59,548 $3.0M
Morling Financial Advisors, LLC 1.04% Reduce -0.5% 59,400 $3.0M
Lord & Richards Wealth Management, LLC 3.42% Add +128.6% 59,398 $3.0M
Greystone Financial Group, LLC 0.55% Reduce -10.3% 59,327 $3.0M
Legacy Financial Advisors, Inc. 0.50% Add +3.8% 59,247 $3.0M
Alpine Bank Wealth Management 0.48% — 59,219 $3.0M
Moser Wealth Advisors, LLC 1.57% Add +3.7% 59,097 $3.0M
Greykasell Wealth Strategies, Inc. 1.60% Add +3.1% 59,069 $3.0M
RiverFront Investment Group, LLC 0.07% Add +1.6% 58,937 $3.0M
Washington Trust Bank 0.30% Reduce -11.0% 58,894 $3.0M
Pachira Investments Inc. 2.10% Reduce -7.3% 58,240 $3.0M
Citadel Advisors 0.00% Add +43.6% 58,686 $3.0M
Burling Wealth Partners, LLC 0.63% Add +17.5% 58,605 $3.0M
Birch Hill Investment Advisors LLC 0.14% Add +0.4% 58,515 $3.0M
SeaCrest Wealth Management, LLC 0.34% Add +42.5% 58,450 $3.0M
Cushing Capital Partners, LLC 2.67% Add +2.6% 58,423 $3.0M
Clear Creek Financial Management, LLC 0.31% Add +117.9% 58,194 $3.0M
Archer Investment Corp 0.77% Add +24.6% 58,170 $3.0M
Waters Parkerson & Co., LLC 0.16% Reduce -0.4% 58,154 $3.0M
Armbruster Capital Management, Inc. 0.59% Reduce -1.3% 58,030 $2.9M
Archvest Wealth Advisors, Inc. 2.44% Add +6.7% 58,030 $2.9M
World Equity Group, Inc. 0.83% Reduce -50.4% 57,353 $2.9M
NorthLanding Financial Partners, LLC 2.86% Reduce -0.8% 57,273 $2.9M
Lodestone Wealth Management LLC 1.54% Reduce -0.6% 57,067 $2.9M
BancFirst Trust & Investment Management 1.45% No change 56,442 $2.9M
PFG Advisors 0.16% Add +4.7% 56,894 $2.9M
Peoples Bank 1.89% Reduce -1.5% 56,785 $2.9M
Sabal Trust CO 0.16% Reduce -2.4% 56,771 $2.9M
CJM Wealth Advisers, Ltd. 1.02% Add +0.3% 56,751 $2.9M
StoneX Group Inc. 0.16% Reduce -1.4% 56,651 $2.9M
BTC Capital Management, Inc. 0.26% Add +5.7% 56,608 $2.9M
JDM Financial Group LLC 1.46% Reduce -1.4% 56,498 $2.9M
Elevation Wealth Partners, LLC 1.24% Add +0.4% 56,322 $2.9M
Balboa Wealth Partners 0.69% Add +76.8% 56,289 $2.9M
Thoroughbred Financial Services, LLC 0.18% Add +10.6% 55,941 $2.8M
ETF Portfolio Partners, Inc. 0.85% No change 55,843 $2.8M
W1M Asset Management Ltd 0.24% Add +275.5% 55,613 $2.8M
Mullaney, Keating & Wright, Inc. 1.90% New 55,438 $2.8M
Evanson Asset Management, LLC 0.20% Add +1.8% 55,242 $2.8M
Provident Wealth Management, LLC 0.97% Reduce -12.7% 55,214 $2.8M
Falcon Wealth Planning 0.31% Reduce -3.7% 55,171 $2.8M
Birch Financial Group, LLC 2.50% Add +147.5% 55,121 $2.8M
MAS Advisors LLC 4.30% Add +27.3% 55,025 $2.8M
Charter Oak Capital Management, LLC 0.26% Reduce -0.6% 54,809 $2.8M
Swmg, LLC 1.09% Reduce -3.1% 52,635 $2.8M
Vectors Research Management, LLC 0.96% Add +36.3% 54,171 $2.8M
Beacon Financial Group 0.30% Reduce -4.7% 53,909 $2.7M
Evergreen Capital Management LLC 0.09% Add +5.5% 53,506 $2.7M
Fortitude Family Office, LLC 0.95% Reduce -2.6% 52,472 $2.7M
SOL Capital Management CO 0.29% Reduce -0.1% 52,455 $2.7M
LPWM LLC 0.86% Reduce -1.6% 52,232 $2.7M
Essex Bank 0.65% No change 52,075 $2.6M
Castle Wealth Management LLC 1.03% Reduce -0.2% 51,887 $2.6M
Ironwood Investment Counsel, LLC 0.45% Add +49.6% 51,772 $2.6M
RTD Financial Advisors, Inc. 0.35% Add +1.9% 51,527 $2.6M
Semmax Financial Advisors Inc. 0.71% Add +77.5% 48,696 $2.6M
Sherman Asset Management, Inc. 2.47% Reduce -1.0% 50,917 $2.6M
Brown Brothers Harriman & Co. 0.02% Reduce -6.8% 50,699 $2.6M
Avantax Planning Partners, Inc. 0.09% Reduce -1.3% 50,647 $2.6M
Baron Wealth Management LLC 1.13% Reduce -27.2% 50,601 $2.6M
C2C Wealth Management, LLC 2.41% Reduce -0.7% 50,413 $2.6M
Hutchens & Kramer Investment Management Group, LLC 1.41% Add +1.1% 50,381 $2.6M
Jump Financial, LLC 0.04% New 50,184 $2.6M
Watershed Private Wealth LLC 1.01% Add +3.4% 49,780 $2.5M
May Hill Capital, LLC 0.95% Add +0.0% 49,695 $2.5M
Great Lakes Advisors, LLC 0.02% Reduce -16.5% 49,693 $2.5M
Prospera Capital Management, LLC 1.62% Add +0.4% 49,565 $2.5M
N.E.W. Advisory Services LLC 0.19% Add +0.8% 49,563 $2.5M
RKL Wealth Management LLC 0.24% Add +1.9% 49,396 $2.5M
Bartlett & Co. Wealth Management LLC 0.04% Reduce -3.3% 49,253 $2.5M
Parkside Financial Bank & Trust 0.32% Add +34.2% 49,181 $2.5M
Uptown Financial Advisors LLC 2.58% Add +3.2% 49,047 $2.5M
Kovack Advisors, Inc. 0.26% Reduce -1.0% 48,896 $2.5M
TrueWealth Financial Partners 1.50% New 48,836 $2.5M
Squire Investment Management Company, LLC 1.03% Reduce -1.3% 48,632 $2.5M
Nova R Wealth, Inc. 1.22% Add +0.4% 48,596 $2.5M
Triad Wealth Partners, LLC 0.77% Add +103.9% 48,585 $2.5M
Prospera Financial Services Inc 0.06% Reduce -5.2% 48,345 $2.5M
Riverview Trust Co 2.44% No change 48,354 $2.5M
Rappaport Reiches Capital Management, LLC 0.61% Reduce -7.0% 48,281 $2.5M
Global Endowment Management, LP 0.32% No change 48,000 $2.4M
Cornerstone Wealth Management, LLC 0.17% Reduce -1.5% 47,999 $2.4M
Maltin Wealth Management, Inc. 1.14% Add +7.7% 47,947 $2.4M
Proathlete Wealth Management LLC 0.89% Add +13.9% 47,875 $2.4M
Evermay Wealth Management LLC 0.32% Add +0.2% 47,890 $2.4M
Arbor Wealth Advisors LLC 2.17% Add +0.4% 47,883 $2.4M
Echo Wealth Management, LLC 1.64% Reduce -20.9% 47,792 $2.4M
Boston Family Office LLC 0.17% Add +3.9% 47,769 $2.4M
LGL Partners, LLC 1.16% Reduce -17.4% 47,416 $2.4M
Firestone Capital Management 0.63% Reduce -2.5% 47,122 $2.4M
GeoWealth Management, LLC 0.10% Add +293.2% 46,933 $2.4M
Parkwood LLC 0.23% No change 46,909 $2.4M
Creegan & Nassoura Financial Group, LLC 1.58% Reduce -0.1% 46,783 $2.4M
Legacy Edge Advisors, LLC 0.37% Add +4.4% 46,769 $2.4M
Quadrant Capital Group LLC 0.09% Reduce -2.6% 46,720 $2.4M
Archford Capital Strategies, LLC 0.35% Reduce -6.4% 46,672 $2.4M
Sowell Financial Services LLC 0.11% Reduce -11.3% 46,604 $2.4M
Maryland Capital Advisors Inc. 1.04% Reduce -4.0% 46,555 $2.4M
Soltis Investment Advisors LLC 0.21% Reduce -3.6% 46,309 $2.4M
Worth Asset Management, LLC 1.29% New 46,299 $2.4M
Family Wealth Partners, LLC 1.07% Reduce -1.8% 45,994 $2.3M
Lindbrook Capital, LLC 0.22% No change 45,939 $2.3M
Moors & Cabot, Inc. 0.12% Reduce -50.4% 45,928 $2.3M
Diversified Portfolios, Inc. 0.25% Reduce -0.2% 45,920 $2.3M
Thrive Wealth Management, LLC 0.44% Add +27.0% 45,654 $2.3M
Global Wealth Management Investment Advisory, Inc. 0.46% Reduce -0.8% 45,621 $2.3M
Strategic Financial Planning, Inc. 1.60% Add +0.1% 45,596 $2.3M
Farnam Financial LLC 2.33% Add +60.3% 45,109 $2.3M
GC Wealth Management RIA, LLC 0.42% Add +30.9% 45,039 $2.3M
Note Advisors, LLC 1.88% Add +6.0% 44,859 $2.3M
Upper Left Wealth Management, LLC 1.63% Add +24.1% 44,834 $2.3M
Wealthspan Partners, LLC 1.05% Add +9.9% 44,791 $2.3M
Freedom Investment Management, Inc. 0.19% Add +46.2% 44,781 $2.3M
One Wealth Advisors, LLC 0.34% Add +14.2% 44,698 $2.3M
Tolleson Wealth Management, Inc. 0.43% No change 44,361 $2.3M
Compass Ion Advisors, LLC 0.27% Reduce -11.1% 44,271 $2.3M
E&G Advisors, LLC 0.63% Add +2.2% 44,115 $2.2M
LongView Wealth Management 0.67% Reduce -5.0% 43,958 $2.2M
Private Wealth Management Group, LLC 0.82% Add +5.6% 43,920 $2.2M
Oxford Financial Group, LTD. LLC 0.16% Reduce -42.5% 43,842 $2.2M
Capital Group Private Client Services, Inc. 0.02% Add +108.6% 43,641 $2.2M
Fulton Bank, N.A. 0.09% Reduce -4.6% 43,627 $2.2M
Private Wealth Asset Management, LLC 0.32% — 43,551 $2.2M
Oarsman Capital, Inc. 0.40% Add +1.1% 43,536 $2.2M
Holos Integrated Wealth LLC 1.45% Add +5.6% 43,527 $2.2M
Innova Wealth Partners 1.37% New 43,345 $2.2M
Simplicity Wealth,LLC 0.17% Add +259.8% 43,097 $2.2M
Riverchase Wealth Management, LLC 1.53% Reduce -1.3% 43,046 $2.2M
Aries Wealth Management 0.59% Add +33.8% 42,930 $2.2M
Certuity, LLC 0.23% Reduce -3.1% 42,884 $2.2M
VestGen Investment Management 1.64% Reduce -87.5% 42,851 $2.2M
Montecito Bank & Trust 0.39% Add +6.9% 42,821 $2.2M
Canal Capital Management, LLC 0.36% Reduce -2.3% 42,556 $2.2M
United Advisor Group, LLC 0.44% Add +1.1% 42,220 $2.1M
Level Four Advisory Services, LLC 0.09% Add +122.8% 42,188 $2.1M
M3 Advisory Group, LLC 1.69% Add +0.1% 42,000 $2.1M
American Trust 0.53% Reduce -94.2% 41,970 $2.1M
Carr Financial Group Corp 0.69% Add +2.2% 41,592 $2.1M
Bangor Savings Bank 0.20% Reduce -21.3% 41,359 $2.1M
First National Advisers, LLC 0.34% Reduce -3.7% 41,355 $2.1M
Aquire Wealth Advisors, LLC 0.65% Reduce -0.2% 41,354 $2.1M
Comprehensive Money Management Services LLC 1.68% Reduce -1.7% 41,019 $2.1M
WBH Advisory Inc. 0.19% Add +0.4% 40,977 $2.1M
Perennial Advisors, LLC 0.41% Add +7.7% 40,862 $2.1M
Spire Wealth Management 0.07% Add +31.8% 40,602 $2.1M
New Century Financial Group, LLC 2.38% Reduce -5.7% 40,423 $2.1M
Aureus Asset Management, LLC 0.14% Reduce -2.1% 40,366 $2.1M
Asset Dedication, LLC 0.17% Reduce -1.0% 40,220 $2.0M
Custos Family Office, LLC 0.72% Reduce -1.4% 40,150 $2.0M
Running Point Capital Advisors, LLC 0.65% Add +3.6% 39,989 $2.0M
Pine Harbor Wealth Management, LLC 0.81% Add +3.0% 39,888 $2.0M
FSM Wealth Advisors, LLC 0.46% Reduce -0.3% 39,851 $2.0M
Inscription Capital, LLC 0.33% — 40,218 $2.0M
Appleton Partners Inc. 0.16% Reduce -4.8% 39,605 $2.0M
AMG National Trust Bank 0.06% Reduce -1.1% 39,601 $2.0M
Afg Fiduciary Services Limited Partnership 1.48% Reduce -1.3% 40,986 $2.0M
Kennebec Savings Bank 2.13% Add +1.0% 39,516 $2.0M
Orcam Financial Group 1.87% Add +2.8% 39,207 $2.0M
Allen Capital Group, LLC 0.23% Add +1.8% 38,741 $2.0M
Clientfirst Wealth Management, LLC 2.23% Add +5.5% 38,712 $2.0M
Independent Financial Group, LLC 0.07% Reduce -8.3% 38,566 $2.0M
Schechter Investment Advisors, LLC 0.16% Reduce -55.4% 38,504 $2.0M
Rothschild Capital Partners, LLC 0.51% Add +6.8% 38,457 $2.0M
Cranbrook Wealth Management, LLC 0.45% Reduce -2.4% 38,366 $2.0M
FineMark National Bank & Trust 0.07% Add +4.4% 38,338 $1.9M
Cyndeo Wealth Partners, LLC 0.13% Add +47.8% 38,317 $1.9M
Cynosure Group, LLC 0.27% Reduce -1.3% 38,284 $1.9M
First Trust Advisors LP 0.00% Add +10.4% 38,191 $1.9M
Burke & Herbert Bank & Trust Co. 0.47% Reduce -0.2% 38,034 $1.9M
Mendel Capital Management LLC 1.17% Add +22.3% 38,025 $1.9M
Venture Visionary Partners LLC 0.08% Reduce -0.0% 38,000 $1.9M
Flagship Harbor Advisors, LLC 0.10% Reduce -1.4% 37,894 $1.9M
Family CFO Inc 1.05% Add +6.8% 37,722 $1.9M
Glassman Wealth Services 0.32% Add +137.4% 37,654 $1.9M
Millennium Management 0.00% Add +198.9% 37,643 $1.9M
GS Investments, Inc. 0.90% Add +12.2% 37,570 $1.9M
Lazard Asset Management LLC 0.00% Reduce -85.8% 37,482 $1.9M
Waypoint Wealth Partners Inc. 0.53% Reduce -2.5% 37,396 $1.9M
DMKC Advisory Services, LLC 1.71% Reduce -4.6% 37,386 $1.9M
Addison Capital Co 0.74% Add +30.0% 37,373 $1.9M
Charis Legacy Partners, LLC 3.59% Add +6.0% 37,328 $1.9M
Absolute Capital Management, LLC 1.09% Add +8.5% 37,094 $1.9M
Hardy Reed LLC 0.17% Reduce -6.4% 37,045 $1.9M
Magnus Financial Group LLC 0.18% Add +3.5% 36,981 $1.9M
Bigelow Investment Advisors, LLC 0.89% Reduce -0.8% 36,791 $1.9M
Jefferies Financial Group Inc. 0.03% Reduce -1.4% 36,765 $1.9M
Inspirion Wealth Advisors, LLC 0.26% Add +0.0% 36,637 $1.9M
Verus Capital Partners, LLC 0.19% Reduce -13.5% 36,550 $1.9M
Root Financial Partners, LLC 0.20% Reduce -3.3% 36,511 $1.9M
Bell Bank 0.10% Add +3.6% 36,501 $1.9M
William Howard & Co Financial Advisors Inc 1.74% Reduce -0.7% 36,429 $1.9M
Western Wealth Management, LLC 0.12% Reduce -67.9% 36,318 $1.8M
WASHINGTON TRUST Co 0.07% Reduce -6.2% 36,281 $1.8M
Security National Bank of Sioux City Iowa 1.34% Reduce -3.0% 36,256 $1.8M
Landmark Wealth Management, LLC 0.81% Reduce -10.3% 36,141 $1.8M
Aua Capital Management, LLC 1.19% Reduce -5.0% 36,058 $1.8M
West Coast Financial LLC 0.21% Reduce -1.8% 35,918 $1.8M
IFC Advisors LLC 0.38% Add +2.0% 35,700 $1.8M
Retirement Investment Advisors, Inc. 0.18% Reduce -0.2% 35,645 $1.8M
Pinion Investment Advisors, LLC 0.40% Add +66.7% 35,462 $1.8M
Transce3nd, LLC 0.80% Reduce -12.8% 35,160 $1.8M
Unique Wealth, LLC 0.34% Add +275.4% 35,127 $1.8M
Five Oceans Advisors 0.85% Reduce -20.0% 35,075 $1.8M
Lynx Investment Advisory 1.19% Reduce -3.3% 34,992 $1.8M
DGS Capital Management, LLC 0.47% Reduce -3.8% 34,951 $1.8M
Covestor Ltd 1.18% Reduce -7.4% 34,808 $1.8M
RCS Financial Planning, LLC 0.93% Reduce -0.8% 34,729 $1.8M
Guidance Capital, Inc. 0.54% Reduce -9.0% 32,761 $1.8M
Roehl & Yi Investment Advisors, LLC 0.95% Add +4.6% 92,058 $1.8M
Mirae Asset Global Investments Co., Ltd. 0.01% New 34,155 $1.8M
Patton Fund Management, Inc. 0.42% Add +6.0% 34,263 $1.7M
Sage Capital Advisors,llc 0.46% Add +0.9% 34,165 $1.7M
Clifford Swan Investment Counsel LLC 0.06% Add +3.4% 34,004 $1.7M
Elios Financial Group Inc. 0.85% Add +56.8% 33,949 $1.7M
Joel Isaacson & Co., LLC 0.08% Add +3.0% 33,927 $1.7M
Luminvest Wealth Management LLC 0.71% Add +2.0% 33,874 $1.7M
Greenleaf Trust 0.02% Reduce -1.9% 33,843 $1.7M
Cullen/Frost Bankers, Inc. 0.02% Add +122.6% 33,830 $1.7M
Scarborough Advisors, LLC 0.24% Reduce -9.2% 33,747 $1.7M
City Holding Co. 0.24% Add +9.2% 33,676 $1.7M
Severin Investments, LLC 1.71% Add +0.8% 33,644 $1.7M
Institute for Wealth Management, LLC. 0.22% Add +73.3% 33,592 $1.7M
Sunburst Financial Group, LLC 0.42% Reduce -3.9% 33,281 $1.7M
Davidson Trust Co. 0.81% Add +18.2% 33,245 $1.7M
DB Fitzpatrick & Co, Inc 1.60% Add +16.6% 33,101 $1.7M
Everstar Asset Management, LLC 1.11% Reduce -1.4% 33,031 $1.7M
Eagle Bluffs Wealth Management LLC 0.88% Reduce -30.0% 32,899 $1.7M
Michael A. Dubis Financial Planning, LLC 1.62% Add +1.5% 32,870 $1.7M
Legacy Bridge, LLC 0.93% Reduce -0.5% 32,820 $1.7M
IFG Advisory, LLC 0.09% Reduce -8.4% 32,751 $1.7M
Sterling Financial Planning, Inc. 0.60% Add +2.3% 32,599 $1.7M
L & S Advisors Inc 0.23% Add +18.2% 32,440 $1.6M
Gryphon Financial Partners LLC 0.24% Reduce -1.2% 32,338 $1.6M
Obsidian Personal Planning Solutions LLC 0.73% Reduce -0.1% 30,955 $1.6M
Compass Capital Corp. /Ma/ 0.85% Reduce -33.7% 32,427 $1.6M
Peak Retirement Planning, Inc. 0.90% Add +24.7% 31,990 $1.6M
Capital City Trust Co. 0.44% Reduce -1.7% 31,794 $1.6M
PBMares Wealth Management LLC 0.32% Add +7.9% 31,786 $1.6M
Lutz Financial Services LLC 0.13% No change 31,596 $1.6M
Global Financial Private Client, LLC 0.61% Add +1.8% 31,431 $1.6M
Strategies Wealth Advisors, LLC 0.20% Reduce -3.2% 31,395 $1.6M
HUB Investment Partners, LLC 0.06% Add +16.0% 31,333 $1.6M
BBR Partners, LLC 0.11% Add +8.5% 31,271 $1.6M
Larson Financial Group LLC 0.08% Add +5.7% 31,179 $1.6M
Eq LLC 0.74% Reduce -6.1% 31,141 $1.6M
Wells Trecaso Financial Group, LLC 0.52% Reduce -3.4% 30,932 $1.6M
Barclays PLC 0.00% No change 30,899 $1.6M
Bahl & Gaynor LLC 0.01% Add +1.2% 30,896 $1.6M
Headlands Technologies LLC 0.18% Add +4291.6% 30,829 $1.6M
Guardian Partners Inc. 0.16% Add +4.4% 30,280 $1.6M
Leo Wealth, LLC 0.22% Add +2.5% 30,761 $1.6M
Cove Private Wealth, LLC 0.83% New 30,675 $1.6M
Moneco Advisors, LLC 0.16% Reduce -6.4% 30,579 $1.6M
Belpointe Asset Management LLC 0.08% Add +24.9% 30,552 $1.6M
Fermata Advisors, LLC 0.28% Add +16.4% 30,504 $1.6M
TBH Global Asset Management, LLC 0.30% Add +399.6% 30,497 $1.6M
Vanguard Personalized Indexing Management, LLC 0.02% Add +5.8% 30,331 $1.5M
Schroder Investment Management Group 0.00% New 30,030 $1.5M
Sovran Advisors, LLC 0.20% Reduce -27.4% 30,230 $1.5M
Nikulski Financial, Inc. 0.46% Add +2.1% 30,136 $1.5M
Petra Financial Advisors Inc. 1.25% Reduce -8.0% 29,983 $1.5M
Minot DeBlois Advisors LLC 1.52% Reduce -2.6% 29,927 $1.5M
Redwood Wealth Management Group, LLC 0.77% Reduce -0.4% 29,640 $1.5M
Kestra Investment Management, LLC 0.03% Add +127.1% 36,170 $1.5M
First National Bank Sioux Falls 0.61% Add +191.3% 29,440 $1.5M
Crewe Advisors LLC 0.21% No change 29,257 $1.5M
Milestone Asset Management Group, LLC 1.34% Add +7.5% 29,240 $1.5M
Daymark Wealth Partners, LLC 0.06% Reduce -16.4% 29,229 $1.5M
HCR Wealth Advisors 0.19% Add +2.4% 29,169 $1.5M
Flagstar Securities, Inc. 0.38% Reduce -5.2% 29,132 $1.5M
Innovative Wealth Building LLC 1.36% Reduce -3.0% 29,081 $1.5M
GAMMA Investing LLC 0.11% Add +43.4% 29,010 $1.5M
Everhart Financial Group, Inc. 0.20% Add +17.2% 28,872 $1.5M
Forte Capital LLC 0.17% Add +6.0% 28,774 $1.5M
Motco 0.15% No change 28,642 $1.5M
Advus Financial Partners, LLC 0.41% No change 28,638 $1.5M
Heritage Investment Group, Inc. 0.27% Add +5.9% 28,581 $1.5M
Zacks Investment Management 0.01% Add +11.3% 28,570 $1.5M
Colony Family Offices, LLC 0.45% Reduce -36.3% 28,538 $1.5M
Certior Financial Group, LLC 1.20% Add +49.5% 28,513 $1.4M
Pure Portfolios Holdings LLC 0.53% Reduce -0.1% 28,477 $1.4M
Hurley Capital, LLC 1.09% Reduce -4.9% 28,377 $1.4M
One Capital Management, LLC 0.05% Reduce -14.2% 28,340 $1.4M
Breakwater Capital Group 0.26% Add +13.3% 28,300 $1.4M
Ariadne Wealth Management, LP 0.75% New 26,796 $1.4M
Bragg Financial Advisors, Inc 0.06% Reduce -13.8% 28,149 $1.4M
Affinity Capital Advisors, LLC 0.28% Reduce -15.3% 28,944 $1.4M
Richard P Slaughter Associates Inc 0.33% Reduce -46.9% 28,054 $1.4M
Retirement Systems of Alabama 0.01% Add +0.6% 28,008 $1.4M
Financial Life Advisors 0.53% Reduce -1.1% 27,931 $1.4M
Paragon Capital Management Ltd 0.29% Add +18.3% 27,920 $1.4M
Stephens Consulting, LLC 0.36% Reduce -11.4% 27,879 $1.4M
Total Clarity Wealth Management, Inc. 0.46% No change 29,581 $1.4M
Baron Silver Stevens Financial Advisors, LLC 0.25% Reduce -0.4% 27,795 $1.4M
Johnson Financial Group, Inc. 0.07% Reduce -2.6% 27,636 $1.4M
Midland Wealth Advisors, LLC 0.08% Reduce -53.9% 27,624 $1.4M
Compass Planning Associates Inc 1.41% Add +81.2% 27,414 $1.4M
Seven Mile Advisory 0.93% Add +0.0% 27,408 $1.4M
Wealthedge Investment Advisors, LLC 0.63% Reduce -7.2% 27,313 $1.4M
Balanced Rock Investment Advisors LLC 1.11% Add +4.6% 27,302 $1.4M
Victory Financial Group, LLC 0.26% Reduce -25.1% 27,092 $1.4M
Vista Investment Management 0.54% Add +1.4% 27,001 $1.4M
Gridiron Partners, LLC 0.88% Reduce -7.3% 26,975 $1.4M
Chico Wealth RIA 1.19% Reduce -3.7% 26,956 $1.4M
Accel Wealth Management 0.49% Reduce -5.7% 26,923 $1.4M
Sageworth Trust Co of South Dakota 1.64% No change 26,813 $1.4M
LS Investment Advisors, LLC 0.21% Reduce -14.3% 26,765 $1.4M
Baker Boyer National Bank 0.50% Reduce -71.8% 26,695 $1.4M
Claris Financial LLC 0.89% No change 28,363 $1.4M
Crestwood Advisors Group, LLC 0.03% Reduce -6.1% 26,630 $1.4M
Sachetta, LLC 0.55% Add +3.2% 26,626 $1.4M
Cordgrass Capital Advisors, LLC 0.39% Add +9.9% 26,606 $1.4M
UNIVEST FINANCIAL Corp 0.09% Reduce -40.4% 26,540 $1.3M
Delta Financial Advisors LLC 0.51% Reduce -0.4% 26,492 $1.3M
Insight 2811, Inc. 0.68% Add +11.8% 26,438 $1.3M
Cobblestone Capital Advisors LLC 0.07% Reduce -10.2% 26,383 $1.3M
Sterling Investment Management, LLC 0.95% Add +0.4% 26,267 $1.3M
Harding Loevner LP 0.01% Reduce -79.1% 26,157 $1.3M
PCA Investment Advisory Services Inc. 0.70% Add +9.6% 26,141 $1.3M
White Lighthouse Investment Management Inc. 0.24% Reduce -3.3% 26,038 $1.3M
Beacon Bridge Wealth Partners, LLC 0.56% Add +5.6% 26,034 $1.3M
Tennessee Valley Asset Management Partners 0.22% Reduce -0.6% 25,991 $1.3M
Fortis Capital Advisors, LLC 0.27% Add +138.2% 25,975 $1.3M
Partners Capital Investment Group, LLP 0.02% Add +0.1% 25,899 $1.3M
Midwest Capital Advisors, LLC 0.81% Reduce -22.5% 25,835 $1.3M
McCarter Private Wealth Services LLC 0.86% Add +1.7% 25,829 $1.3M
Kavar Capital Partners Group, LLC 0.22% No change 25,768 $1.3M
Prosperity Planning, Inc. 0.58% Add +1.1% 25,503 $1.3M
Ramsay, Stattman, Vela & Price, Inc. 0.25% Reduce -1.7% 25,421 $1.3M
Antonelli Financial Advisors, LLC 1.04% Reduce -4.1% 25,404 $1.3M
Hall Laurie J Trustee 0.46% Reduce -29.7% 25,369 $1.3M
Naviter Wealth, LLC 0.16% Reduce -10.1% 25,152 $1.3M
Atlas Legacy Advisors, LLC 0.33% Reduce -9.1% 24,549 $1.3M
Migdal Insurance & Financial Holdings Ltd. 0.02% Add +15.2% 25,303 $1.3M
Innealta Capital, LLC 0.70% Reduce -7.3% 25,293 $1.3M
Thompson Siegel & Walmsley LLC 0.02% No change 25,260 $1.3M
Wealthcare Capital Partners, LLC 0.66% Add +7.1% 25,215 $1.3M
North Star Asset Management Inc. 0.06% Add +9.0% 25,198 $1.3M
Mma Asset Management LLC 0.54% Reduce -0.2% 25,184 $1.3M
Benchmark Wealth Management, LLC 0.62% Add +133.6% 25,147 $1.3M
Carl P. Sherr & Co., LLC 0.70% Add +0.3% 25,123 $1.3M
Leonard Rickey Investment Advisors P.L.L.C. 0.28% Add +13.5% 25,530 $1.3M
Platform Technology Partners 0.37% Add +0.9% 24,971 $1.3M
First American Bank 0.09% Add +2.9% 24,856 $1.3M
Parkworth Wealth Management, Inc. 1.01% Add +24.3% 24,788 $1.3M
Neuberger Berman Group LLC 0.00% Add +5.0% 24,774 $1.3M
Mission Creek Capital Partners, Inc. 0.31% Reduce -51.6% 24,760 $1.3M
Diversify Wealth Management, LLC 0.09% Reduce -11.4% 23,746 $1.3M
Voya Financial Advisors, Inc. 0.14% Add +1.4% 24,503 $1.3M
Moloney Securities Asset Management, LLC 0.17% Reduce -2.4% 24,671 $1.3M
Kiley Juergens Wealth Management, LLC 0.33% Add +11.2% 24,658 $1.3M
Clear Harbor Asset Management, LLC 0.10% Add +5.9% 24,651 $1.3M
Founders Financial Alliance, LLC 0.30% Add +90.0% 24,552 $1.2M
IMA Advisory Services, Inc. 0.15% Add +0.0% 24,548 $1.2M
Flower City Capital 0.81% No change 24,417 $1.2M
MIdWestOne Financial Group, Inc. 0.18% Reduce -17.9% 24,391 $1.2M
Brio Consultants, LLC 0.19% Add +17.0% 24,375 $1.2M
South Plains Financial, Inc. 0.96% No change 24,275 $1.2M
Lion Street Advisors, LLC 0.39% Reduce -5.2% 24,271 $1.2M
Enterprise Bank & Trust Co 0.48% Reduce -2.7% 24,264 $1.2M
Southland Equity Partners LLC 0.29% Add +0.3% 24,242 $1.2M
Brookwood Investment Group LLC 0.21% — 24,112 $1.2M
Integrated Capital Management, Inc. 0.97% Add +0.9% 24,093 $1.2M
Meridian Investment Counsel Inc. 0.36% Reduce -17.6% 24,077 $1.2M
Tobias Financial Advisors, Inc. 0.24% Reduce -1.0% 23,995 $1.2M
3Chopt Investment Partners, LLC 0.32% Add +2.0% 23,918 $1.2M
Axis Wealth Partners, LLC 0.90% Reduce -5.0% 23,878 $1.2M
Arcadia Investment Advisors LLC 0.68% Reduce -6.0% 23,828 $1.2M
Capital Investment Advisors, LLC 0.02% Add +16.1% 23,747 $1.2M
Summit Global Investments 0.09% Reduce -6.2% 23,734 $1.2M
Cohen Investment Advisors LLC 0.70% Add +10.8% 23,684 $1.2M
Stevens Capital Partners 0.57% Reduce -5.5% 23,677 $1.2M
Bridgewater Advisors Inc. 0.10% Reduce -8.6% 22,671 $1.2M
Bridge Generations Wealth Management LLC 0.75% Add +1507.5% 23,518 $1.2M
Murphy, Middleton, Hinkle & Parker, Inc. 0.67% Reduce -1.6% 23,492 $1.2M
Optimist Retirement Group LLC 0.60% Reduce -7.3% 23,482 $1.2M
Warren Street Wealth Advisors, LLC 0.47% Reduce -0.7% 23,453 $1.2M
KCM Investment Advisors LLC 0.04% Add +0.3% 23,449 $1.2M
Advisory Research Inc. 0.21% Add +2.3% 23,344 $1.2M
Smith Chas P & Associates Pa Cpas 0.07% No change 23,309 $1.2M
Silverlake Wealth Management LLC 0.45% Reduce -3.1% 23,286 $1.2M
Marshall Financial Group, LLC 0.26% Reduce -2.0% 23,184 $1.2M
Chapin Davis, Inc. 0.40% Reduce -4.0% 23,101 $1.2M
CX Institutional 0.04% Reduce -44.7% 23,104 $1.2M
Clearstead Trust, LLC 0.26% Add +7.4% 23,087 $1.2M
Harmony Asset Management LLC 0.49% Add +35.1% 23,068 $1.2M
Westmount Partners, LLC 0.36% Reduce -0.4% 23,051 $1.2M
Peak Financial Management, Inc. 0.35% Reduce -0.4% 22,926 $1.2M
Financial Strategies Group, Inc. 0.28% No change 23,133 $1.2M
Wealth Advisory Solutions, LLC 0.31% Add +1.5% 22,863 $1.2M
TCTC Holdings, LLC 0.04% Add +539.3% 22,760 $1.2M
Howard Financial Services, LTD. 0.16% Add +0.0% 22,680 $1.2M
Legacy Trust 0.28% Add +18.7% 22,674 $1.2M
Wealth Group, Ltd. 0.75% Add +9.5% 22,656 $1.2M
Osborne Partners Capital Management, LLC 0.07% No change 22,524 $1.1M
Forthright Family Wealth Advisory LLC 0.75% Reduce -17.3% 22,473 $1.1M
Canvas Wealth Advisors, LLC 0.29% Add +3.1% 22,135 $1.1M
Colonial Trust Co / SC 0.18% Add +502.4% 22,386 $1.1M
Curated Wealth Partners LLC 0.15% Reduce -37.6% 22,342 $1.1M
Wealthcare Capital Management LLC 0.12% Reduce -10.3% 22,335 $1.1M
Graypoint LLC 0.07% Reduce -0.1% 22,281 $1.1M
Proficio Capital Partners LLC 0.09% Reduce -2.3% 22,163 $1.1M
Biltmore Family Office, LLC 0.19% Add +8.1% 22,082 $1.1M
Ami Investment Management Inc. 0.36% Reduce -0.2% 21,918 $1.1M
Cannon Financial Strategists, Inc. 0.19% Add +7.7% 21,812 $1.1M
Optima Capital LLC 0.71% Add +20.8% 21,777 $1.1M
Palisade Asset Management, LLC 0.11% Add +2.5% 21,718 $1.1M
Adero Partners, LLC 0.07% Add +0.1% 21,709 $1.1M
Smith Anglin Financial, LLC 0.12% Add +27.3% 21,669 $1.1M
Client 1ST Advisory Group, LLC 0.43% No change 21,644 $1.1M
Dearborn Partners LLC 0.05% Add +40.3% 21,617 $1.1M
City State Bank 0.36% Add +13.7% 21,542 $1.1M
Wilson & Boucher Capital Management, LLC 0.81% Add +6.5% 21,519 $1.1M
River Street Advisors LLC 0.54% Add +103.9% 21,499 $1.1M
Milestone Investment Advisors LLC 0.30% Add +5.5% 21,417 $1.1M
Blue Bell Private Wealth Management, LLC 0.20% Add +396.5% 21,214 $1.1M
WealthTrak Capital Management LLC 0.93% Reduce -4.3% 21,214 $1.1M
Pallas Capital Advisors LLC 0.04% Add +0.2% 21,213 $1.1M
Security National Bank of So Dak 0.61% Reduce -37.6% 21,150 $1.1M
Heritage Financial Services, LLC 0.11% Add +2.4% 21,139 $1.1M
Pecaut & Co. 0.37% Add +0.8% 21,121 $1.1M
Sapient Capital LLC 0.02% Add +0.1% 21,121 $1.1M
Boston Research & Management Inc. 0.26% Reduce -4.6% 20,994 $1.1M
Integrity Alliance, Llc. 0.04% Add +213.8% 20,984 $1.1M
Blue Trust, Inc. 0.01% Reduce -44.6% 20,924 $1.1M
Roffman Miller Associates Inc. 0.07% Reduce -0.0% 20,915 $1.1M
MA Private Wealth 0.20% Reduce -7.1% 20,903 $1.1M
Olde Wealth Management, LLC 0.37% Add +1.4% 20,871 $1.1M
Sensible Money, LLC 0.45% Add +0.3% 20,849 $1.1M
Cable Hill Partners, LLC 0.10% Reduce -0.3% 20,042 $1.1M
Continuum Advisory, LLC 0.14% Reduce -31.6% 20,730 $1.1M
Golden Bell Financial Planning LLC 1.02% Add +0.1% 20,708 $1.1M
Greenline Partners, LLC 0.15% Add +788.0% 20,601 $1.0M
Essential Planning, LLC. 0.42% Reduce -96.0% 20,531 $1.0M
Center for Financial Planning, Inc. 0.13% Add +14.2% 20,527 $1.0M
Benchmark Financial Wealth Advisors, LLC 0.39% Reduce -30.9% 20,511 $1.0M
Defined Wealth Management, LLC 0.70% Reduce -0.5% 20,465 $1.0M
Investment Advisory Group, LLC 0.35% Add +42.1% 20,437 $1.0M
Glass Jacobson Investment Advisors llc 0.34% No change 21,574 $1.0M
Jag Capital Management, LLC 0.14% No change 20,275 $1.0M
Wealthquest Corp 0.09% Add +3.2% 20,245 $1.0M
GWN Securities Inc. 0.06% New 20,220 $1.0M
McClarren Financial Advisors, Inc. 0.68% New 13,768 $1.0M
WealthShield Partners, LLC 0.13% Add +20.0% 20,168 $1.0M
TruNorth Capital Management, LLC 0.25% No change 20,139 $1.0M
Dakota Wealth Management 0.02% Add +1.5% 20,065 $1.0M
Sharp Wealth Advisory, LLC 0.78% Reduce -11.8% 20,000 $1.0M
Capital Advisors, Ltd. LLC 0.13% Reduce -3.8% 19,928 $1.0M
Taylor & Morgan Wealth Management, LLC 0.76% Add +2.3% 19,917 $1.0M
Capital Management Associates, Inc 0.23% Add +160.4% 19,908 $1.0M
Breakwater Investment Management 0.43% Add +2.5% 19,899 $1.0M
Fee-Only Financial Planning, L.C. 0.69% Reduce -2.3% 19,819 $1.0M
Probity Advisors, Inc. 0.19% Reduce -0.3% 19,772 $1.0M
CFO4Life Group, LLC 0.17% Reduce -9.7% 19,765 $1.0M
WPG Advisers, LLC 0.93% Reduce -29.0% 19,705 $1.0M
Cromwell Holdings LLC 0.64% Reduce -54.1% 19,700 $1.0M
Plan A Wealth LLC 0.77% Reduce -20.5% 19,586 $996K
Fidelity D & D Bancorp Inc. 0.66% No change 19,584 $995K
Halter Ferguson Financial Inc. 0.54% Reduce -1.9% 19,487 $991K
Phillips Financial Management, LLC 0.08% Add +19.7% 19,397 $986K
Retirement Capital Strategies 0.38% New 19,395 $986K
Keystone Financial Group 0.10% Reduce -2.2% 19,378 $985K
InTrack Investment Management Inc 0.89% Reduce -22.6% 19,343 $983K
Smithbridge Asset Management Inc. 0.18% — 19,337 $983K
Smith Salley Wealth Management 0.06% Reduce -1.1% 19,328 $982K
Beaumont Financial Advisors, LLC 0.08% Reduce -16.6% 19,328 $982K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.11% Add +3.0% 19,311 $982K
MontVue Capital Management, Inc. 0.79% Reduce -4.3% 19,304 $981K
Hardin Capital Partners, LLC 0.60% Add +7.1% 19,292 $981K
McNaughton Wealth Management, LLC 0.48% Reduce -85.0% 19,290 $981K
PFC Capital Group, Inc. 0.49% New 19,266 $979K
Wealthstream Advisors, Inc. 0.18% Add +0.2% 19,205 $976K
Golden State Wealth Management, LLC 0.14% Reduce -17.0% 19,177 $975K
Twelve Points Wealth Management LLC 0.26% Add +133.1% 19,152 $973K
L.M. Kohn & Company 0.25% Reduce -25.2% 19,104 $971K
Dentgroup LLC 0.73% Reduce -0.1% 19,088 $970K
Capital Investment Advisory Services, LLC 0.09% Reduce -22.7% 18,987 $965K
Bell Investment Advisors, Inc 0.18% Reduce -5.6% 18,892 $960K
Maridea Wealth Management LLC 0.31% Add +49.4% 18,828 $957K
MBE Wealth Management, LLC 0.46% Reduce -34.8% 18,810 $956K
BIP Wealth, LLC 0.06% Add +7.8% 18,748 $953K
Freedom Financial Partners LLC 0.44% Reduce -12.9% 18,671 $949K
WCG Wealth Advisors LLC 0.07% Reduce -21.7% 18,648 $948K
WP Advisors, LLC 0.32% Add +0.2% 18,630 $947K
Outlook Wealth Advisors, LLC 0.26% Reduce -0.5% 18,574 $944K
Capital Advisors Wealth Management, LLC 0.17% Add +10.8% 18,537 $942K
Mainsail Financial Group, LLC 0.53% Add +13.8% 18,509 $941K
LexAurum Advisors, LLC 0.18% Add +4.2% 18,446 $938K
Wrenne Financial Planning LLC 0.49% No change 18,332 $932K
Red Lighthouse Investment Management, LLC 0.38% No change 18,549 $931K
Black Cypress Capital Management, LLC 0.85% Reduce -14.1% 18,265 $928K
Liberty Square Wealth Partners LLC 0.35% Add +0.9% 18,256 $928K
Fiduciary Financial Group, LLC 0.20% Add +24.9% 19,271 $927K
Laurel Wealth Advisors LLC 0.14% Add +1.1% 18,217 $926K
Ledyard National Bank 0.09% Add +17.1% 18,189 $925K
Idaho Trust Co 0.38% New 18,170 $924K
Clear Investment Research, LLC 1.23% Add +12.9% 18,144 $922K
Geometric Wealth Advisors 0.16% Add +3.2% 18,104 $920K
Woodstock Corp. 0.09% Add +0.8% 18,080 $919K
Williams Jones Wealth Management, LLC. 0.01% Add +23.0% 18,074 $919K
Catalyst Financial Partners LLC 0.17% Add +2.2% 18,013 $916K
Raleigh Capital Management Inc. 0.41% Add +2.4% 18,004 $915K
Callan Capital, LLC 0.07% Add +0.0% 17,936 $912K
True North Advisors, LLC 0.16% Add +35.0% 17,887 $909K
Busey Bank 0.03% Reduce -20.6% 17,855 $908K
Pillar Financial Advisors, LLC 0.68% Add +6.9% 17,840 $907K
Tepp RIA, LLC 1.23% Reduce -26.9% 17,802 $905K
Integrated Capital Management, LLC 0.50% Reduce -53.0% 17,789 $904K
New England Private Wealth Advisors LLC 0.14% Add +6.4% 17,610 $895K
Destiny Wealth Partners, LLC 0.14% Add +13.1% 17,567 $893K
Birchcreek Wealth Management, LLC 0.56% Reduce -0.2% 17,402 $885K
Elm Partners Management LLC 0.06% Add +40.2% 17,392 $884K
Atala Financial Inc 0.64% Reduce -3.7% 17,371 $884K
Centaurus Financial, Inc. 0.05% Reduce -2.4% 17,377 $883K
Mattern Capital Management, LLC 0.11% No change 17,350 $882K
Main Management LLC 0.08% Reduce -16.2% 17,271 $878K
Financial Perspectives, Inc 0.30% Add +1.0% 17,197 $874K
DKM Wealth Management, Inc. 0.85% No change 17,170 $873K
Twin City Private Wealth, LLC 0.77% Reduce -1.4% 17,167 $873K
Planned Solutions, Inc. 0.36% Reduce -0.1% 17,153 $872K
Forefront Wealth Partners, LLC 0.59% Add +241.7% 17,141 $871K
Stordahl Capital Management, Inc. 0.20% Reduce -2.7% 17,004 $864K
First County Bank 0.48% Add +29.5% 16,952 $862K
Pacific Financial Group Inc. 0.69% Add +0.4% 16,940 $861K
FAS Wealth Partners, Inc. 0.07% Reduce -0.2% 16,826 $855K
Pinnacle Bancorp, Inc. 0.28% Reduce -0.4% 16,806 $854K
Crux Wealth Advisors 0.44% Reduce -17.5% 16,797 $854K
Donaldson Capital Management, LLC 0.03% New 16,774 $853K
TCV Trust & Wealth Management, Inc. 0.08% Reduce -23.8% 16,736 $851K
Venturi Wealth Management, LLC 0.04% Add +7.5% 16,702 $849K
Glenview Trust Co 0.02% Add +97.6% 16,695 $849K
New Republic Capital, LLC 0.37% Reduce -16.5% 16,587 $843K
O'Dell Group, LLC 0.22% Add +1.2% 16,535 $840K
Coppell Advisory Solutions LLC 0.12% Add +11.4% 15,873 $840K
Key Financial Inc 0.18% Add +3.1% 16,515 $839K
Scotia Capital Inc. 0.00% Add +4.5% 16,493 $838K
Medallion Wealth Advisors, LLC 0.38% Add +5.2% 16,429 $837K
Signet Financial Management, LLC 0.11% Reduce -14.5% 16,452 $836K
Miller Investment Management, LP 0.09% Reduce -1.1% 16,342 $831K
Bath Savings Trust Co 0.09% Reduce -21.9% 16,329 $830K
Howland Capital Management LLC 0.04% Reduce -5.8% 16,319 $829K
NorthCrest Asset Manangement, LLC 0.03% Reduce -0.8% 16,272 $827K
Friedenthal Financial 0.49% Add +26.3% 16,250 $826K
Resources Management Corp. /CT/ 0.12% Reduce -7.5% 16,168 $822K
Elevatus Welath Management 0.47% No change 16,168 $822K
Richard W. Paul & Associates, LLC 0.32% Reduce -4.1% 16,129 $820K
Allie Family Office LLC 0.45% No change 16,050 $816K
Cannell & Spears LLC 0.02% Reduce -22.3% 16,050 $816K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Add +5.5% 15,790 $816K
Bay Capital Advisors, LLC 0.68% Reduce -4.9% 16,042 $815K
Uptick Partners, LLC 0.28% Add +4.4% 16,001 $813K
Goepper Burkhardt LLC 0.32% New 15,967 $812K
Colton Groome Financial Advisors, LLC 0.31% Add +4.8% 15,302 $809K
Family Capital Management, Inc. 0.50% Add +8.3% 15,907 $809K
RAM Investment Partners, LLC 0.20% Reduce -14.7% 15,823 $804K
Wick Capital Partners, LLC 0.24% Reduce -1.0% 15,786 $802K
Horizon Investment Services, LLC 0.39% Reduce -56.8% 15,726 $799K
L.K. Benson & Company, P.C. 0.55% Add +133.1% 15,703 $798K
Beckerman Institutional, LLC 0.58% Add +1.4% 15,702 $798K
Viewpoint Capital Management LLC 0.43% No change 15,693 $798K
Ofc Financial Planning, LLC 0.90% Add +2.1% 15,685 $797K
Lake Street Private Wealth, LLC 0.13% Reduce -61.9% 15,675 $797K
Accurate Wealth Management, LLC 0.15% Reduce -10.9% 16,073 $794K
Potomac Fund Management Inc. 0.35% Reduce -12.7% 15,679 $792K
Y-Intercept (Hong Kong) Ltd 0.05% Add +133.2% 15,527 $789K
True Vision MN LLC 0.47% Add +6.5% 15,524 $789K
Fragasso Financial Advisors Inc 0.06% Reduce -13.1% 15,493 $788K
1832 Asset Management L.P. 0.00% No change 15,474 $787K
Petix & Botte Co 0.21% No change 15,416 $784K
Tudor Financial Inc. 0.47% New 15,362 $781K
Strategic Financial Services, Inc. 0.05% No change 15,355 $780K
Baldwin Wealth Partners LLC 0.05% Add +58.7% 15,308 $778K
Elser Financial Planning, Inc 1.07% Add +0.0% 15,237 $774K
TFB Advisors LLC 0.22% Reduce -27.4% 15,196 $772K
Santori & Peters, Inc. 0.31% Add +1.2% 15,160 $771K
GTS Securities LLC 0.03% New 15,160 $771K
Boston Trust Walden Corp 0.01% Add +63.8% 15,077 $766K
Summit Wealth Partners, LLC 0.16% Add +2.0% 15,063 $766K
Aspire Capital Advisors LLC 0.23% Reduce -7.9% 14,993 $762K
Magnolia Capital Advisors LLC 0.21% Reduce -53.4% 14,964 $761K
My Personal CFO, LLC 0.38% Add +3.3% 14,958 $760K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -6.1% 14,958 $760K
Causey Wealth LLC 0.42% No change 14,950 $760K
PFG Investments, LLC 0.05% Reduce -33.1% 14,950 $760K
Bluespring Wealth Management, LLC 0.08% Reduce -15.2% 14,912 $758K
Cape Investment Advisory, Inc. 0.30% Add +158.6% 14,901 $757K
Thrive Capital Management, LLC 0.45% Reduce -58.3% 14,899 $757K
RDA Financial Network 0.23% Reduce -0.8% 14,889 $757K
S.A. Mason LLC 0.40% Reduce -0.2% 14,846 $755K
Yoder Wealth Management, Inc. 0.42% No change 14,841 $754K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.11% Reduce -0.6% 14,692 $753K
Center For Asset Management LLC 0.46% Add +23.8% 14,779 $751K
Jentner Corp 0.22% Reduce -5.0% 14,766 $751K
Guardian Financial Partners, LLC 0.36% New 14,760 $750K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.31% Add +0.1% 14,894 $748K
Carmel Capital Partners, LLC 0.29% Add +59.9% 14,701 $747K
MTM Investment Management, LLC 0.29% Reduce -2.5% 14,596 $745K
Exchange Bank 0.60% Reduce -3.6% 14,609 $743K
Qube Research & Technologies Ltd 0.00% New 14,608 $743K
Waterfront Wealth Inc. 0.18% Add +13.8% 14,600 $742K
Pennington Partners & Co., LLC 0.42% Add +11.6% 14,469 $735K
Brand Asset Management Group, Inc. 0.31% Reduce -5.5% 14,437 $734K
Northstar Advisory Group, LLC 0.48% Reduce -0.3% 14,425 $733K
First National Bank & Trust Co. of Newtown 0.15% No change 14,425 $733K
Dohj, LLC 0.17% Reduce -2.0% 14,416 $733K
Heck Capital Advisors, LLC 0.08% Reduce -12.5% 14,388 $731K
Modus Advisors, LLC 0.24% Reduce -0.9% 14,330 $728K
Adamsbrown Wealth Consultants LLC 0.23% Reduce -4.1% 14,284 $726K
Optimum Investment Advisors 0.34% Add +6.3% 14,267 $725K
Koss-Olinger Consulting, LLC 0.06% Add +38.1% 14,235 $724K
Everett Harris & Co. 0.01% Reduce -2.5% 14,231 $723K
Clayton Financial Group LLC 0.26% Reduce -8.8% 14,213 $722K
Claro Advisors Inc. 0.10% Add +0.5% 14,205 $722K
Insigneo Advisory Services, LLC 0.07% Add +8.8% 14,203 $722K
Cornerstone Advisors Asset Management, LLC 0.15% Add +212.9% 14,117 $718K
BigSur Wealth Management LLC 0.19% No change 14,100 $717K
Gerber Kawasaki Wealth & Investment Management 0.03% Add +94.0% 14,077 $716K
Pathway Financial Advisors LLC 0.13% Add +0.7% 14,023 $713K
Villere St Denis J & Co. LLC 0.07% Reduce -35.7% 14,000 $712K
Sound View Wealth Advisors Group, LLC 0.06% Add +0.2% 13,984 $711K
Sonoma Private Wealth LLC 0.98% Add +63.9% 13,895 $706K
WNY Asset Management, LLC 0.08% Add +3.7% 13,878 $705K
NTV Asset Management LLC 0.09% Add +43.3% 13,865 $705K
Mayfair Advisory Group, LLC 0.41% Add +4.4% 13,863 $705K
Legacy Capital Wealth Partners, LLC 0.17% Add +19.2% 13,851 $704K
Round Rock Advisors LLC 0.13% Reduce -12.4% 13,803 $702K
Ascentis Independent Advisors 0.14% Add +33.5% 13,796 $701K
Northeast Financial Consultants Inc 0.03% No change 13,786 $701K
Russell Investments Group, Ltd. 0.00% Add +51.2% 13,670 $695K
Foster Victor Wealth Advisors, LLC 0.06% Reduce -15.1% 13,980 $691K
Clarendon Private LLC 0.73% No change 13,580 $690K
Sage Rhino Capital LLC 0.16% Add +0.2% 13,543 $688K
Objective Capital Management, LLC 0.88% Reduce -63.1% 13,507 $687K
Serenus Wealth Advisors, LLC 0.11% Reduce -15.1% 13,494 $686K
NBT Bank, N.A. 0.05% No change 13,494 $686K
Fortress Financial Group, LLC 0.68% Add +0.0% 13,448 $684K
DecisionPoint Financial, LLC 0.20% Reduce -2.0% 13,425 $682K
First Merchants Corp. 0.03% Add +74.2% 13,393 $681K
Sequent Planning LLC 0.24% Reduce -6.8% 13,385 $680K
Capital Advantage, Inc. 0.12% No change 14,201 $679K
Bedel Financial Consulting, Inc. 0.10% Add +17.1% 12,597 $676K
Ritter Daniher Financial Advisory LLC / DE 0.18% Reduce -2.5% 13,301 $676K
Latitude Advisors, LLC 0.39% Reduce -3.1% 13,294 $676K
Spectrum Asset Management, Inc. (NB/CA) 0.30% Reduce -0.9% 13,286 $675K
Braun-Bostich & Associates Inc. 0.50% Reduce -42.2% 13,273 $675K
Godsey & Gibb, Inc. 0.07% Add +8.7% 13,239 $673K
Richardson Financial Services Inc. 0.51% Reduce -70.4% 13,211 $672K
Austin Wealth Management, LLC 0.13% Reduce -2.9% 12,818 $671K
Dodds Wealth, LLC 0.22% Reduce -0.5% 13,191 $670K
Rainier Family Wealth Inc. 0.79% Reduce -15.3% 13,177 $670K
Cahill Wealth Management, LLC 0.34% Add +0.3% 13,175 $670K
Rice Partnership, LLC 0.14% No change 13,150 $668K
Silver Oak Wealth Advisors Services, LLC 0.59% Reduce -10.1% 13,070 $664K
Resonant Capital Advisors, LLC 0.05% No change 13,000 $661K
LCNB Corp. 0.24% Add +42.6% 12,885 $655K
Aprio Wealth Management, LLC 0.08% Reduce -11.4% 12,828 $652K
Van Den Berg Management I, Inc. 0.20% Add +1.1% 12,725 $647K
Redmond Asset Management, LLC 0.17% Add +21.4% 12,689 $645K
Letson Investment Management, Inc. 0.26% No change 12,688 $645K
St. Clair Advisors, LLC 0.18% Add +0.5% 12,675 $644K
Next Capital Management LLC 0.31% Reduce -24.4% 12,643 $643K
Advance Capital Management, Inc. 0.03% Reduce -7.9% 12,630 $642K
Eagle Global Advisors LLC 0.03% No change 12,623 $642K
SKY-Mountain Capital Management, Inc. 0.54% — 12,599 $640K
Missouri Trust & Investment Co 0.22% Reduce -1.8% 12,575 $639K
Hemenway Trust Co LLC 0.05% Add +1.9% 12,561 $638K
Romano Brothers and Company 0.08% No change 12,480 $634K
Vigilare Wealth Management 0.25% Add +0.0% 12,461 $633K
Abbot Financial Management, Inc. 0.33% Reduce -0.2% 12,461 $633K
Fayez Sarofim & Co 0.00% No change 12,444 $633K
Arkos Global Advisors 0.09% No change 12,424 $632K
Skyline Advisors, Inc. 0.25% Add +0.0% 12,418 $631K
Independent Wealth Network Inc. 0.25% Reduce -3.1% 12,285 $624K
Alaethes Wealth, LLC 0.23% Add +160.5% 12,274 $624K
River Wealth Advisors LLC 0.09% Reduce -3.4% 12,249 $623K
Elgethun Capital Management 0.14% New 12,245 $622K
Independence Bank of Kentucky 0.10% Reduce -5.2% 12,230 $622K
Fielder Capital Group LLC 0.18% No change 12,187 $619K
Grandfield & Dodd, LLC 0.04% Add +7.6% 12,170 $619K
Opulen Financial Group LLC 0.56% Add +4.8% 12,157 $618K
Matisse Capital 0.32% Reduce -0.4% 12,113 $616K
MeadowBrook Investment Advisors LLC 0.58% Reduce -4.7% 12,096 $615K
Cornerstone Financial Group, LLC 0.55% Add +4.9% 11,390 $614K
Valtinson Bruner Financial Planning LLC 0.21% Reduce -4.9% 12,076 $614K
Beam Wealth Advisors, Inc. 0.21% Add +12.6% 12,054 $613K
Quadrant Private Wealth Management, LLC 0.15% Reduce -47.0% 12,039 $612K
Radnor Capital Management, LLC 0.10% Add +6.8% 12,020 $611K
Monograph Wealth Advisors, LLC 0.08% Add +0.0% 11,946 $607K
Tufton Capital Management 0.12% No change 11,856 $603K
TrueWealth Advisors, LLC 0.20% Reduce -17.5% 11,853 $603K
Confluence Wealth Services, Inc. 0.04% Reduce -4.3% 11,655 $602K
Great Point Wealth Advisors, LLC 0.13% Reduce -4.5% 11,779 $599K
Barnes Dennig Private Wealth Management LLC 0.90% — 11,752 $597K
Vestia Personal Wealth Advisors 0.47% Reduce -0.3% 11,738 $597K
HTG Investment Advisors, Inc. 0.25% No change 11,719 $596K
Leeward Financial Partners, LLC 0.22% Reduce -17.8% 11,588 $589K
Quantum Financial Advisors, LLC 0.09% Reduce -9.8% 11,557 $587K
Realta Investment Advisors 0.27% Add +0.4% 11,526 $586K
Curtis Advisory Group, LLC 0.17% Reduce -0.6% 11,501 $585K
Jackson Creek Investment Advisors LLC 0.19% Reduce -0.6% 11,486 $584K
KKM Financial LLC 0.25% Reduce -2.5% 11,162 $581K
Webster Bank, N. A. 0.06% Reduce -1.7% 11,419 $580K
W Advisors, LLC 0.36% Add +0.2% 11,410 $580K
Michels Family Financial, LLC 0.52% Add +10.3% 11,404 $580K
Integral Investment Advisors, Inc. 0.18% Reduce -37.4% 11,402 $580K
MJT & Associates Financial Advisory Group, Inc. 0.55% — 11,369 $578K
Guardian Asset Advisors, LLC 0.38% Add +12.3% 11,365 $578K
West Michigan Advisors, LLC 0.19% Add +0.4% 11,335 $576K
Intelligence Driven Advisers, LLC 0.11% Reduce -4.6% 11,315 $575K
Richards, Merrill & Peterson, Inc. 0.30% Add +34.0% 11,279 $573K
Chatham Capital Group, Inc. 0.10% Add +1.4% 11,260 $572K
Farmers National Bank 0.16% Reduce -8.8% 11,175 $568K
Binnacle Investments Inc 0.41% — 11,126 $566K
Summit Wealth & Retirement Planning, Inc. 0.17% Add +0.6% 11,126 $566K
Kraft Asset Management, LLC 0.52% No change 11,114 $565K
Beacon Financial Advisory LLC 0.17% Add +13.7% 11,038 $561K
Genesis Private Wealth, LLC 0.30% Add +8.8% 11,001 $559K
Wealth Alliance, LLC 0.07% Add +10.1% 10,953 $557K
Oak Wealth Advisors LLC 0.41% Add +2.3% 10,946 $556K
SteelPeak Wealth, LLC 0.02% Reduce -30.4% 10,944 $556K
Fund Evaluation Group, LLC 0.02% New 10,895 $554K
Grant/GrossMendelsohn, LLC 0.31% Add +29.9% 10,447 $552K
Stage Harbor Financial, LLC 0.47% Add +109.7% 10,845 $551K
Stanley-Laman Group, Ltd. 0.08% Add +12.0% 10,814 $550K
Snider Financial Group 0.18% Reduce -5.4% 10,793 $549K
Old Second National Bank of Aurora 0.13% Add +26.9% 10,784 $548K
Hanover Advisors Inc. 0.24% No change 10,775 $548K
Kelly Financial Services LLC 0.19% Reduce -26.4% 10,773 $548K
Icon Wealth Advisors, LLC 0.04% Reduce -20.0% 10,764 $547K
Macroview Investment Management LLC 0.51% Add +58.0% 10,714 $545K
Burton Enright Welch 0.11% Reduce -0.2% 10,707 $544K
Heritage Investors Management Corp. 0.02% Add +4.5% 10,705 $544K
5th Street Advisors, LLC 0.26% Reduce -95.7% 10,700 $544K
Motiv8 Investments LLC 0.36% Reduce -4.4% 10,690 $543K
Annex Advisory Services, LLC 0.02% Reduce -16.3% 10,686 $543K
Wealth Dimensions Group, Ltd. 0.13% Add +1.0% 10,663 $542K
Frontier Asset Management, LLC 0.16% Add +4.1% 10,582 $538K
Horan Securities, Inc. 0.20% Add +0.5% 10,569 $537K
Moss Adams Wealth Advisors LLC 0.06% New 10,534 $535K
Mustard Seed Financial, LLC 0.43% Add +6.6% 10,507 $534K
Montag A & Associates Inc. 0.03% Reduce -63.5% 10,506 $534K
ORG Partners LLC 0.14% Reduce -96.6% 10,443 $533K
Secure Asset Management, LLC 0.11% New 10,483 $533K
Urban Financial Advisory Corp 0.29% Add +818.5% 10,480 $533K
Financial & Tax Architects, LLC 0.13% New 10,411 $529K
Cherry Creek Investment Advisors, Inc. 0.28% Add +2.2% 10,404 $529K
Viawealth, LLC 0.33% Reduce -6.7% 10,386 $528K
Heritage Wealth Advisors 0.03% Add +0.4% 10,378 $527K
Kelleher Financial Advisors 0.21% No change 10,365 $527K
David Wealth Management LLC 0.44% No change 10,360 $527K
Kagan Cocozza Asset Management 0.43% Reduce -0.2% 10,289 $523K
Sierra Ocean, LLC 0.41% No change 10,262 $522K
Spinnaker Investment Group, LLC 0.12% Reduce -8.2% 10,249 $521K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -51.0% 10,228 $520K
Transcend Capital Advisors, LLC 0.04% Add +87.1% 10,206 $519K
IPG Investment Advisors LLC 0.12% Reduce -10.2% 10,121 $514K
Zions Bancorporation, National Association 0.03% — 10,104 $514K
Shakespeare Wealth Management, LLC 0.14% Reduce -8.5% 10,089 $513K
Wallace Advisory Group, LLC 0.35% Add +173.2% 10,707 $512K
Empirical Asset Management, LLC 0.17% Reduce -93.3% 10,033 $510K
Colonial River Investments, LLC 0.28% Reduce -11.1% 10,019 $509K
Louisbourg Investments Inc. 0.14% No change 10,000 $508K
Endeavor Private Wealth, Inc. 0.27% Add +2061.4% 9,921 $504K
Seneschal Advisors, LLC 0.43% Reduce -3.6% 9,906 $504K
Peak Asset Management, LLC 0.10% Reduce -1.0% 9,904 $503K
KFA Private Wealth Group, LLC 0.18% Add +25.6% 9,901 $503K
Burney Co./ 0.02% Add +14.1% 9,901 $503K
Denver PWM, LLC 0.18% No change 9,826 $499K
STAR Financial Bank 0.37% Add +50.9% 9,813 $499K
American Alpha Advisors, LLC 0.43% Reduce -9.2% 9,652 $491K
SkyOak Wealth, LLC 0.11% Reduce -4.0% 9,634 $490K
Greenwood Capital Associates LLC 0.07% Add +15.8% 9,629 $489K
Pioneer Wealth Management Group 0.21% — 9,624 $489K
Ground Swell Capital, LLC 1.15% New 9,595 $488K
North Berkeley Wealth Management, LLC 0.50% No change 9,537 $485K
Haven Private, LLC 0.27% Add +0.8% 9,479 $482K
Impact Partnership Wealth, LLC 0.10% Add +0.4% 9,467 $481K
Wellspring Financial Advisors, LLC 0.05% Reduce -0.5% 9,411 $478K
Private Wealth Group, LLC 0.28% No change 9,356 $476K
Fourth Dimension Wealth, LLC 0.23% Add +883.5% 9,343 $475K
Anchor Investment Management, LLC 0.04% Reduce -0.5% 9,291 $472K
Wimmer Associates 1, LLC 0.25% Reduce -25.2% 8,650 $467K
Carnegie Investment Counsel 0.01% No change 10,178 $467K
Fort Vancouver Investment Management, LLC 0.36% Reduce -16.7% 9,171 $466K
GEM Asset Management, LLC 0.26% Add +0.5% 9,082 $463K
Alexander Randolph Advisory, Inc. 0.45% No change 9,100 $463K
Insight Advisors, LLC/ PA 0.08% Reduce -6.1% 9,077 $461K
Forza Wealth Management, LLC 0.21% Reduce -2.2% 9,074 $461K
Adirondack Trust Co. 0.18% Add +3.0% 9,022 $459K
KPP Advisory Services LLC 0.09% New 8,980 $456K
SeaBridge Investment Advisors LLC 0.10% No change 8,959 $455K
Retirement Guys Formula LLC 0.23% New 8,918 $455K
Capital Advisors Inc. 0.01% Add +15.3% 8,942 $455K
Archer Investment Management, LLC 0.31% New 8,917 $453K
Vantage Point Financial LLC 0.23% Add +22.6% 8,909 $453K
Capstone Investment Advisors, LLC 0.01% New 8,889 $452K
Yardley Wealth Management LLC 0.27% No change 8,869 $451K
Strategic Financial Partners, Ltd. 0.24% Reduce -25.1% 8,871 $451K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -11.1% 8,847 $450K
BWM Planning, LLC 0.19% Add +0.0% 8,841 $449K
Quotient Wealth Partners, LLC 0.01% Add +2.9% 8,811 $448K
Ellsworth Advisors, LLC 0.12% Reduce -12.5% 8,808 $448K
Lincoln Capital LLC 0.09% Reduce -1.0% 8,680 $447K
Rooted Wealth Advisors, Inc. 0.19% Add +0.3% 9,512 $446K
Ruedi Wealth Management, Inc. 0.14% Add +7.9% 8,738 $444K
Virtue Capital Management, LLC 0.05% Add +77.7% 8,707 $443K
HBW Advisory Services LLC 0.06% Reduce -32.0% 8,714 $443K
CWS Financial Advisors, LLC 0.14% Add +0.1% 8,672 $441K
B & T Capital Management DBA Alpha Capital Management 0.08% Reduce -0.0% 8,672 $441K
Financial Alternatives, Inc 0.31% No change 8,639 $439K
Element Wealth, LLC 0.23% New 8,595 $437K
Revisor Wealth Management LLC 0.19% New 8,588 $437K
Francis Financial, Inc. 0.11% Reduce -73.6% 8,574 $436K
McLean Asset Management Corp 0.14% New 9,503 $434K
Fourpath Capital Management, LLC 0.08% Add +0.0% 8,524 $433K
Sound Income Strategies, LLC 0.03% Add +17.6% 8,521 $433K
Capstone Wealth Management Group LLC 0.35% Reduce -27.4% 8,515 $433K
Caitlin John, LLC 0.42% Add +63.2% 8,507 $432K
VeraBank, N.A. 0.12% No change 8,468 $430K
Councilor Wealth, LLC 0.21% Add +53.7% 8,458 $430K
Gibson Capital, LLC 0.09% Add +13.7% 8,455 $430K
Garden State Investment Advisory Services LLC 0.14% Add +70.2% 8,443 $429K
Fiduciary Alliance LLC 0.04% New 8,440 $429K
First Interstate Bank 0.03% Reduce -10.8% 8,402 $427K
AssuredPartners Investment Advisors, LLC 0.08% Add +0.2% 8,386 $426K
J. W. Coons Advisors, LLC 0.11% Add +0.1% 8,370 $425K
McDaniel Terry & Co. 0.04% Add +13.5% 8,365 $425K
HHM Wealth Advisors, LLC 0.06% Add +21.2% 8,340 $424K
Capstone Financial Advisors, Inc. 0.03% Add +5.5% 8,331 $423K
Conquis Financial LLC 0.44% Reduce -39.4% 8,304 $422K
Asset Management Group, Inc. 0.08% Add +0.2% 8,275 $421K
Independent Solutions Wealth Management, LLC 0.09% New 8,233 $420K
Next Level Private LLC 0.16% Reduce -2.4% 8,220 $418K
Siligmueller & Norvid Wealth Advisors LLC 0.18% Reduce -25.4% 8,220 $418K
TL Private Wealth 0.21% Add +0.5% 9,124 $417K
Talisman Wealth Advisors LLC 0.43% Reduce -0.3% 8,183 $416K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.07% Add +3.8% 8,177 $416K
Key Client Fiduciary Advisors, LLC 0.19% Add +2.6% 8,166 $415K
Members Trust Co 0.01% Add +61.3% 8,144 $414K
Orca Investment Management, LLC 0.41% No change 8,134 $413K
Tower Research Capital LLC (TRC) 0.01% Add +6441.5% 8,046 $413K
Citrine Capital LLC 0.26% Reduce -3.3% 8,085 $411K
First United Bank & Trust 0.15% Reduce -3.3% 8,065 $410K
Keyes, Stange & Wooten Wealth Management, LLC 0.23% Reduce -0.9% 8,062 $410K
Whalen Wealth Management Inc. 0.27% Add +9.0% 8,057 $410K
Alteri Wealth LLC 0.18% New 8,006 $407K
Sendero Wealth Management, LLC 0.06% No change 7,994 $406K
Kera Capital Partners, Inc. 0.12% No change 7,988 $406K
Better Money Decisions, LLC 0.27% New 7,958 $405K
Fingerlakes Wealth Management, Inc. 0.34% Add +67.7% 7,929 $403K
Pacific Sage Partners, LLC 0.09% Add +71.2% 7,920 $403K
Sunbeam Capital Management, LLC 0.38% No change 7,913 $402K
Synergy Asset Management, LLC 0.05% Add +4841.9% 7,907 $402K
Lam Group, Inc. 0.29% Add +0.1% 7,873 $400K
Blue Barn Wealth, LLC 0.21% Reduce -35.1% 7,834 $398K
Tocqueville Asset Management L.P. 0.01% Add +4.8% 7,822 $398K
Emerald Advisors, LLC 0.05% Add +0.7% 7,809 $397K
Sonora Investment Management Group, LLC 0.03% Reduce -16.0% 7,803 $397K
Aaron Wealth Advisors LLC 0.05% Reduce -72.5% 7,743 $394K
Apollon Financial, LLC 0.09% Add +16.9% 7,732 $393K
XML Financial, LLC 0.04% Add +24.6% 7,727 $393K
Synergy Investment Management, LLC 0.16% Reduce -9.9% 7,663 $390K
Wingate Wealth Advisors, Inc. 0.45% Add +14.6% 7,658 $389K
Cedar Point Capital Partners, LLC 0.26% Add +3.8% 7,633 $388K
Total Wealth Planning, LLC 0.06% Reduce -1.0% 7,614 $387K
Willow Creek Wealth Management Inc. 0.04% Add +3.1% 7,613 $387K
Harvest Investment Services, LLC 0.11% New 7,605 $387K
Altura Wealth Advisors Inc. 0.26% New 7,575 $385K
Cooper Financial Group 0.05% Reduce -1.4% 7,546 $384K
Saxon Interests, Inc. 0.18% Add +74.0% 7,543 $383K
Tru Independence Asset Management 2, LLC 0.29% New 7,571 $383K
Mitchell Capital Management Co. 0.07% No change 7,519 $382K
Iowa State Bank 0.08% New 7,511 $382K
Prosperity Wealth Management, Inc. 0.18% Add +19.7% 7,492 $381K
Disciplined Investments, LLC 0.17% Reduce -0.4% 7,484 $380K
Astoria Portfolio Advisors LLC. 0.13% Reduce -60.9% 7,353 $380K
Hidden Cove Wealth Management, LLC 0.30% Add +30.4% 7,463 $379K
TCI Wealth Advisors, Inc. 0.03% Add +2.3% 7,463 $379K
Holistic Financial Partners 0.18% No change 7,460 $379K
Blue Zone Wealth Advisors, LLC 0.11% Reduce -8.4% 7,459 $379K
Compass Financial Group, INC 0.07% Reduce -0.6% 7,445 $378K
Watchman Group, Inc. 0.11% No change 7,415 $377K
Able Wealth Management LLC 0.22% Reduce -15.2% 7,375 $375K
Apexium Financial, LP 0.02% Add +15.1% 7,333 $373K
Klingenstein Fields & Co. LP 0.02% No change 7,330 $373K
Lee Danner & Bass Inc. 0.03% Reduce -6.7% 7,318 $372K
Sharper & Granite LLC 0.15% Add +12.7% 7,300 $371K
Cardinal Point Capital Management ULC 0.03% New 7,296 $371K
Schorn Wealth LLC 0.12% Reduce -5.4% 7,244 $368K
Concorde Asset Management, LLC 0.20% Add +0.7% 7,490 $367K
Penobscot Investment Management Company, Inc. 0.03% Reduce -2.2% 7,226 $367K
SwitchPoint Financial Planning, LLC 0.35% No change 7,218 $367K
Wealth Management Nebraska 0.06% Add +2.3% 7,205 $366K
Planning Directions Inc. 0.16% New 7,195 $366K
Salem Investment Counselors Inc. 0.01% Add +6.8% 7,180 $365K
Alliance Wealth Advisors, LLC 0.21% Reduce -83.4% 7,176 $365K
American State Bank (Iowa) 0.22% No change 7,174 $365K
Sunpointe, LLC 0.19% Reduce -13.5% 7,166 $364K
Moody LYNN Lieberson & Walker, LLC 0.02% Add +9.6% 7,151 $363K
Monarch Capital Management Inc. 0.10% Reduce -14.9% 7,128 $362K
Heritage Wealth Management, Inc. 0.31% Add +15.3% 7,112 $362K
Yoffe Investment Management, LLC 0.53% No change 7,089 $360K
Detalus Advisors, LLC 0.11% Add +8.1% 7,083 $360K
LaSalle St. Investment Advisors, LLC 0.08% Add +9.2% 7,077 $359K
Onyx Bridge Wealth Group LLC 0.05% Add +7.4% 6,982 $355K
Provenance Wealth Advisors, LLC 0.05% Reduce -1.4% 6,977 $355K
Intelligent Financial Strategies 0.18% Reduce -10.2% 6,973 $354K
Hamilton Wealth, LLC 0.09% New 6,971 $354K
BCS Wealth Management 0.09% Add +0.6% 6,970 $354K
McGlone Suttner Wealth Management, Inc. 0.06% Add +0.4% 6,951 $353K
Wallace Capital Management Inc. 0.05% Add +54.0% 6,928 $352K
Physician Wealth Advisors, Inc. 0.06% Add +2.0% 6,923 $352K
First Pacific Financial 0.07% Add +0.0% 6,906 $351K
Bluesphere Advisors LLC 0.20% Add +0.5% 6,900 $351K
Aspiring Ventures, LLC 0.20% Add +0.1% 6,515 $349K
Harbor Group, Inc. 0.07% Reduce -4.8% 6,857 $349K
Argyle Capital Partners, LLC 0.30% New 6,853 $348K
Stonebridge Financial Group, LLC 0.04% Add +6.5% 6,844 $348K
Hubbell Strickland Wealth Management, LLC 0.16% Add +24.8% 6,834 $347K
Mechanics Bank Trust Department 0.05% No change 6,834 $347K
Stanich Group LLC 0.26% Reduce -0.7% 6,806 $346K
Kendall Capital Management 0.10% Reduce -2.2% 6,802 $346K
Bridge Creek Capital Management LLC 0.11% Add +31.7% 6,790 $345K
Huntleigh Advisors, Inc. 0.06% Reduce -6.1% 6,775 $344K
Gibbs Wealth Management 0.08% Add +4.7% 6,772 $344K
Accredited Investor Services, LLC 0.29% New 6,760 $344K
Tme Financial, Inc. 0.30% Reduce -12.1% 6,753 $343K
Clark Financial Services Group Inc. 0.24% No change 6,727 $342K
Optas, LLC 0.06% New 6,712 $341K
Occidental Asset Management, LLC 0.05% Add +9.2% 6,701 $341K
CM Wealth Advisors LLC 0.11% No change 6,698 $340K
PUREfi Wealth, LLC 0.34% Add +0.8% 6,697 $340K
Coordinated Financial Services, Inc. 0.26% — 6,694 $340K
NWF Advisory Services Inc. 0.05% Reduce -3.6% 6,676 $339K
jvl associates llc 0.14% Add +26.6% 6,676 $339K
Pasadena Private Wealth, LLC 0.07% No change 6,675 $339K
Jaffetilchin Investment Partners, LLC 0.02% Add +20.5% 6,660 $339K
Evolution Wealth Advisors, LLC 0.06% New 6,623 $337K
Atlas Capital Advisors Inc. 0.04% No change 6,615 $336K
Beacon Bank & Trust 0.08% Reduce -19.7% 6,614 $336K
Performance Wealth Partners, LLC 0.01% Add +0.5% 6,611 $336K
Werba Rubin Papier Wealth Management 0.07% Add +43.1% 6,607 $336K
JDH Wealth Management, LLC 0.29% No change 6,583 $335K
WealthPLAN Partners, LLC 0.05% New 6,569 $334K
Good Life Advisors, LLC 0.02% Reduce -0.5% 6,554 $333K
Arcadia Wealth Management, Inc. 0.26% No change 6,551 $333K
Retirement Income Solutions, Inc. 0.07% Reduce -35.2% 6,551 $333K
Westfuller Advisors, LLC 0.22% Add +0.5% 6,531 $332K
First Business Financial Services, Inc. 0.03% No change 6,514 $331K
Bright Futures Wealth Management, LLC. 0.37% Reduce -2.3% 6,540 $330K
CRA Financial Services, LLC 0.06% Add +37.1% 6,492 $330K
Rovin Capital /Ut/ 0.11% Reduce -0.2% 6,478 $329K
Palo Alto Wealth Advisors, LLC 0.13% Reduce -19.2% 6,089 $329K
Brown Financial Advisory 0.21% No change 6,471 $329K
Columbia River Financial Group, LLC 0.22% No change 6,467 $328K
Evernest Financial Advisors, LLC 0.12% No change 6,445 $328K
Alpha Financial Advisors, LLC 0.15% Reduce -0.8% 6,441 $327K
First Financial Group Corp 0.37% No change 6,438 $327K
SWP Financial LLC 0.20% No change 6,405 $326K
Newman Dignan & Sheerar, Inc. 0.09% Add +6.7% 6,397 $325K
Mine & Arao Wealth Creation & Management, LLC. 0.16% Add +0.5% 6,397 $325K
GW&K Investment Management, LLC 0.00% Add +22.5% 6,367 $324K
Patton Albertson Miller Group, LLC 0.05% No change 6,340 $322K
Inspire Advisors, LLC 0.04% New 6,324 $321K
Awm Capital, LLC 0.04% Reduce -25.8% 6,316 $321K
Market Street Wealth Management Advisors LLC 0.05% Add +0.1% 6,307 $321K
Koesten, Hirschmann & Crabtree, INC. 0.18% Add +0.1% 6,289 $320K
AA Financial Advisors, LLC 0.08% Add +5.0% 6,273 $319K
Independent Advisor Alliance 0.01% Reduce -98.3% 6,268 $319K
O'Connor Financial Group LLC 0.16% Reduce -1.5% 6,221 $316K
Pin Oak Investment Advisors Inc. 0.24% Reduce -11.3% 6,151 $316K
Financial Management Network Inc. 0.07% Add +0.3% 6,886 $316K
Foguth Wealth Management, LLC. 0.08% New 6,204 $315K
ARK & TLK Investments, LLC 0.11% Add +1.3% 6,188 $315K
Atlas Brown,Inc. 0.11% Reduce -0.3% 6,177 $314K
Magnolia Private Wealth, LLC 0.26% No change 6,156 $313K
M1 Capital Management LLC 0.20% No change 6,155 $313K
Wealth Alliance Advisory Group, LLC 0.06% Reduce -97.3% 6,154 $313K
Cook Wealth, LLC 0.15% Reduce -63.8% 5,935 $312K
S&co Inc. 0.02% No change 6,150 $312K
True Wealth Design, LLC 0.12% Add +10.7% 6,135 $312K
Atwater Malick LLC 0.11% No change 6,121 $311K
Private Client Services, LLC 0.15% New 6,111 $311K
Vantage Financial Partners, LLC 0.08% New 6,103 $310K
Navalign, LLC 0.09% Reduce -3.6% 6,100 $310K
Summit X, LLC 0.07% Add +18.4% 6,092 $310K
Persium Advisors, LLC 0.29% No change 6,057 $308K
Selective Wealth Management, Inc. 0.13% Add +4.3% 6,228 $308K
Maxele Advisors, LLC 0.30% Add +27.9% 6,052 $308K
Guidance Point Advisors, LLC 0.09% Add +1.3% 6,040 $307K
Integrity Financial Corp 0.17% New 6,033 $307K
Altfest L J & Co. Inc. 0.04% New 6,029 $306K
Prodigy Asset Management LLC 0.25% No change 6,027 $306K
Providence Capital Advisors, LLC 0.06% Add +4.8% 6,021 $306K
Hexagon Capital Partners LLC 0.06% Add +8.2% 6,003 $305K
Morton Capital Management LLC 0.06% Add +0.0% 5,987 $304K
First Foundation Advisors 0.01% Reduce -4.9% 5,965 $303K
Sit Investment Associates Inc. 0.01% No change 5,955 $303K
Impact Capital Partners LLC 0.11% New 5,941 $302K
Stonebridge Capital Advisors LLC 0.02% Reduce -18.6% 5,926 $301K
Calamos Wealth Management LLC 0.02% Add +21.1% 5,922 $301K
LM Advisors LLC 0.05% New 5,900 $300K
Eagle Strategies LLC 0.05% Reduce -30.0% 5,889 $299K
Fortis Capital Management LLC 0.06% Add +2.0% 5,882 $299K
Reynders McVeigh Capital Management, LLC 0.02% Add +34.8% 5,882 $299K
Aristotle Capital Management, LLC 0.00% Reduce -76.2% 5,876 $299K
SlateStone Wealth, LLC 0.03% Reduce -0.6% 5,853 $298K
Horan Capital Advisors, LLC. 0.10% No change 5,859 $298K
Cozad Asset Management Inc. 0.03% Reduce -38.0% 5,827 $296K
Melfa Wealth Management, Inc. 0.20% Reduce -1.7% 5,813 $295K
Truvestments Capital LLC 0.06% Add +1.5% 5,808 $295K
Hollencrest Capital Management 0.01% Add +80.8% 5,805 $295K
Accretive Wealth Partners, LLC 0.10% New 5,492 $295K
Chilton Investment Co. Inc. 0.01% No change 5,790 $294K
Westbourne Investments, Inc. 0.18% Reduce -2.8% 5,776 $294K
Base Wealth Management LLC 0.22% — 5,762 $293K
BlueStem Wealth Partners, LLC 0.04% Reduce -6.0% 5,754 $292K
Clarity Wealth Advisors, LLC 0.08% No change 5,751 $292K
Lee, Kelleher & Klein Wealth Management 0.21% No change 5,740 $292K
Tull Financial Group, Inc. 0.17% Add +2.0% 5,718 $291K
Athena Investment Management 0.18% No change 5,700 $290K
2UniFi Bank 0.19% Add +42.0% 5,670 $290K
Mascagni Wealth Management, Inc. 0.29% No change 5,697 $290K
Kirtland Hills Capital Management, LLC 0.18% Add +21.4% 5,704 $289K
Schaper Benz & Wise Investment Counsel Inc. 0.02% Add +7.0% 5,643 $287K
Exchange Capital Management, Inc. 0.05% Reduce -32.4% 5,633 $286K
First Financial Bank - Trust Division 0.03% No change 5,626 $286K
WMG Financial Advisors, LLC 0.12% Reduce -0.1% 5,615 $285K
Granite Bay Wealth Management, LLC 0.10% New 5,603 $285K
Efficient Frontier Advisors LLC 0.19% New 5,599 $285K
Black Swift Group, LLC 0.06% New 5,589 $284K
Wealth Group Ltd 0.08% Reduce -3.5% 5,582 $284K
FLC Capital Advisors 0.06% No change 5,555 $282K
Landaas & Co. /Wi 0.08% No change 5,548 $282K
Shore Point Advisors, LLC 0.15% Add +2.5% 5,534 $281K
Obsidian Cio, LLC 0.05% Reduce -16.4% 5,515 $280K
Harrington Investments, INC 0.16% Reduce -0.0% 5,500 $280K
MBL Wealth, LLC 0.03% New 5,496 $279K
Caldwell Sutter Capital, Inc. 0.13% Add +1.3% 5,490 $279K
Mainsail Asset Management, LLC 0.19% Reduce -5.8% 5,478 $278K
Ti-Trust, Inc. 0.18% No change 5,476 $278K
Reyes Financial Architecture, Inc. 0.20% Add +46.5% 5,469 $278K
Alpha Omega Wealth Management LLC 0.05% No change 5,458 $277K
Sunbelt Securities, Inc. 0.02% Add +4.9% 5,457 $277K
Foster Dykema Cabot & Partners, LLC 0.02% Reduce -1.8% 5,455 $277K
Equitable Trust Co. 0.02% Reduce -35.6% 5,449 $277K
McIlrath & Eck, LLC 0.03% Reduce -74.6% 5,442 $277K
Tillman Hartley LLC 0.08% Reduce -7.7% 5,438 $276K
Davis Wealth Advisors, LLC 0.31% Add +0.1% 5,428 $276K
Nautilus Advisors LLC 0.23% No change 5,423 $276K
Westbourne Investment Advisors, Inc. 0.10% No change 5,423 $276K
Legacy Advisors, LLC 0.03% New 5,423 $276K
S&T Bank 0.09% Reduce -0.1% 5,417 $275K
Vickerman Investment Advisors, Inc. 0.06% Reduce -1.8% 5,416 $275K
Lakeridge Wealth Management LLC 0.14% Reduce -5.4% 5,407 $275K
Winebrenner Capital Management LLC 0.25% Reduce -8.7% 5,390 $274K
Chris Bulman Inc 0.17% Add +2.9% 5,388 $274K
Entrewealth, LLC 0.21% Reduce -1.1% 5,387 $274K
Nvest Financial, LLC 0.15% Add +0.6% 5,365 $273K
Advisory Alpha, LLC 0.01% Add +8.1% 5,347 $272K
Slagle Financial, LLC 0.12% Reduce -3.8% 5,332 $271K
Front Row Advisors LLC 0.10% Add +9.6% 5,332 $271K
Bank Ozk 0.11% Reduce -24.2% 5,332 $271K
Sterling Investment Advisors LLC 0.15% Reduce -1.4% 5,327 $271K
Williamson Legacy Group, LLC 0.26% Reduce -10.5% 5,324 $271K
Ethos Financial Group, LLC 0.03% Add +4.3% 5,644 $271K
Hamilton Point Investment Advisors, LLC 0.05% Add +12.0% 5,318 $270K
Atlantic Private Wealth, LLC 0.20% No change 5,289 $269K
Austin Asset Management Co Inc 0.06% Reduce -5.8% 5,272 $268K
Claris Advisors, LLC / Mo / 0.10% New 5,272 $268K
ORBA Wealth Advisors, L.L.C. 0.13% No change 5,254 $267K
Global Assets Advisory, LLC 0.05% New 5,481 $266K
OneAscent Wealth Management LLC 0.12% Reduce -18.5% 5,235 $266K
Aft, Forsyth & Company, Inc. 0.14% No change 5,200 $264K
Ergawealth Advisors, Inc. 0.13% No change 5,198 $264K
Rothschild Investment LLC 0.02% Add +40.3% 5,187 $264K
Portland Financial Advisors Inc 0.67% Add +20.5% 5,181 $263K
Country Club Bank 0.02% New 5,128 $263K
Weatherly Asset Management L. P. 0.02% New 5,159 $262K
Sterling Investment Advisors, Ltd. 0.06% Reduce -0.7% 5,157 $262K
My Legacy Advisors, LLC 0.10% Reduce -4.2% 5,156 $262K
Vista Capital Partners, Inc. 0.03% Reduce -18.3% 5,110 $260K
Gries Financial LLC 0.05% Reduce -0.0% 5,093 $259K
SIMA Wealth Partners, LLC 0.21% No change 5,073 $258K
Schmidt P J Investment Management Inc. 0.05% Reduce -7.3% 5,064 $257K
JSF Financial, LLC 0.07% New 5,058 $257K
Mason Investment Advisory Services, Inc. 0.02% Add +7.5% 5,058 $257K
Park Square Financial Group, LLC 0.20% Reduce -0.7% 5,056 $257K
OMNI 360 Wealth, Inc. 0.17% No change 5,032 $256K
Leelyn Smith, LLC 0.05% Reduce -36.8% 5,024 $255K
High Net Worth Advisory Group LLC 0.07% Add +0.2% 5,018 $255K
Invenio Wealth Partners LLC 0.11% Reduce -17.6% 5,000 $254K
Earned Wealth Advisors, LLC 0.06% New 4,995 $254K
Columbia Bank 0.09% No change 4,981 $253K
Chemistry Wealth Management LLC 0.06% Reduce -2.2% 4,975 $253K
Trust Point Inc. 0.02% Add +1.2% 4,974 $253K
FreeGulliver LLC 0.13% Reduce -0.5% 4,963 $252K
Investors Research Corp 0.05% Reduce -19.5% 4,963 $252K
Bfsg, LLC 0.03% Reduce -5.9% 4,955 $252K
Collaborative Wealth Managment Inc. 0.12% No change 4,953 $252K
High Note Wealth, LLC 0.06% Reduce -0.8% 4,892 $249K
Clark Capital Management Group, Inc. 0.00% New 4,891 $249K
Eastover Investment Advisors LLC 0.12% Add +0.0% 4,890 $249K
Ameriflex Group, Inc. 0.10% Add +10.5% 4,883 $248K
Northwest Quadrant Wealth Management, LLC 0.06% Reduce -57.3% 4,859 $247K
Cascade Investment Group, Inc. 0.19% No change 4,848 $246K
Henrickson Nauta Wealth Advisors, Inc. 0.10% No change 5,115 $246K
Axim Planning & Wealth 0.22% Reduce -2.0% 4,831 $246K
Harbour Investment Management LLC 0.11% No change 4,829 $245K
Watts Gwilliam & Co., LLC 0.05% Add +0.0% 4,825 $245K
Wolverine Trading, LLC 0.01% New 4,779 $245K
BetterWealth, LLC 0.07% New 4,812 $245K
Noble Wealth Management PBC 0.17% Add +68.0% 4,812 $245K
Howe & Rusling Inc. 0.02% New 4,799 $244K
Spirepoint Private Client, LLC 0.03% Reduce -0.9% 4,753 $242K
Canandaigua National Trust Co of Florida 0.21% New 4,750 $241K
Davies Financial Advisors, Inc. 0.21% New 4,744 $241K
Apeiron RIA LLC 0.07% Reduce -62.1% 4,740 $241K
Satovsky Asset Management LLC 0.05% Add +0.5% 4,733 $241K
Voisard Asset Management Group, Inc. 0.07% Add +5.3% 4,733 $241K
Thompson Davis & Co., Inc. 0.19% No change 4,730 $240K
Amplius Wealth Advisors, LLC 0.03% New 4,721 $240K
Alta Wealth Advisors LLC 0.11% Reduce -0.9% 4,719 $240K
Tyler-Stone Wealth Management 0.04% Add +0.1% 4,709 $239K
Great Waters Wealth Management 0.03% No change 4,701 $239K
Barnes Pettey Financial Advisors, LLC 0.19% Add +2.3% 4,693 $239K
Fortitude Advisory Group L.L.C. 0.17% Reduce -1.6% 4,744 $238K
PCG Wealth Advisors, LLC 0.08% No change 4,638 $236K
MKT Advisors LLC 0.11% No change 5,131 $235K
Balefire, LLC 0.08% Add +1.7% 4,626 $235K
Investmark Advisory Group LLC 0.12% Add +0.2% 4,614 $235K
Delta Financial Group, Inc. 0.05% No change 4,488 $234K
First Nebraska Trust Co 0.02% New 4,596 $234K
Meridian Wealth Partners, LLC 0.04% Reduce -62.2% 4,586 $233K
Money Concepts Capital Corp. 0.02% Reduce -28.3% 4,541 $231K
Fjell Capital, LLC 0.23% Reduce -13.0% 4,535 $231K
MPWM Advisory Solutions, LLC 0.17% Add +0.0% 4,508 $229K
Curio Wealth, LLC 0.12% Reduce -99.9% 6 $228K
Brown Miller Wealth Management, LLC 0.08% Add +0.0% 4,486 $228K
J2 Capital Management Inc 0.21% Reduce -72.0% 4,474 $227K
Mraz, Amerine & Associates, Inc. 0.04% No change 4,411 $226K
Sivia Capital Partners, LLC 0.11% Add +0.1% 4,442 $226K
Powers Advisory Group, LLC 0.11% New 4,433 $225K
Brighton Securities Corp. 0.11% Reduce -13.7% 4,429 $225K
WealthCollab, LLC 0.14% Reduce -2.4% 4,409 $224K
Code Waechter LLC 0.18% New 4,415 $224K
Accelerate Investment Advisors LLC 0.19% Add +0.1% 4,407 $224K
Kingdom Financial Group LLC. 0.16% Reduce -0.5% 4,399 $224K
WealthTrust Axiom LLC 0.07% No change 4,399 $224K
Truefg, LLC 0.07% Add +0.1% 4,387 $223K
Quest 10 Wealth Builders, Inc. 0.24% Reduce -6.3% 4,383 $223K
Foster & Motley Inc. 0.01% Reduce -0.5% 4,360 $222K
Chicago Capital, LLC 0.01% Reduce -3.2% 4,366 $222K
Tradewinds, LLC. 0.06% No change 4,361 $222K
Nexus Investment Management ULC 0.03% New 3,024 $221K
Richmond Investment Services, LLC 0.12% New 4,343 $221K
Bernardo Wealth Planning LLC 0.05% Add +0.9% 4,321 $220K
National Wealth Management Group, LLC 0.14% Reduce -10.3% 4,324 $220K
Hoxton Planning & Management, LLC 0.08% Reduce -8.4% 4,321 $220K
Intrua Financial, LLC 0.03% Reduce -66.8% 4,320 $220K
USAdvisors Wealth Management, LLC 0.08% Add +1.4% 4,292 $218K
Frisch Financial Group, Inc. 0.06% Reduce -26.5% 4,295 $218K
Lockerman Financial Group, Inc. 0.33% Reduce -12.5% 4,287 $218K
Argent Advisors, Inc. 0.07% Add +0.1% 4,267 $217K
Goelzer Investment Management, Inc. 0.01% New 4,255 $216K
Ullmann Wealth Partners Group, LLC 0.03% Reduce -7.5% 4,223 $215K
Rock Point Advisors, LLC 0.07% New 4,215 $214K
Greenup Street Wealth Management LLC 0.04% New 4,211 $214K
One Charles Private Wealth Services, LLC 0.07% No change 4,209 $214K
Golden Reserve Retirement LLC 0.09% — 4,069 $214K
DF Dent & Co. Inc. 0.00% No change 4,202 $214K
Greenwich Wealth Management LLC 0.02% New 4,181 $213K
Meridian Financial Advisors, LLC 0.15% New 4,188 $213K
JB Capital LLC 0.01% Reduce -10.7% 4,186 $213K
Pettyjohn, Wood & White, Inc. 0.04% New 4,156 $211K
Moment Partners, LLC 0.04% New 4,149 $211K
Strategic Investment Solutions, Inc. 0.06% Add +45633.3% 4,116 $209K
Stokes Capital Advisors, LLC 0.05% New 4,106 $209K
Capstone Wealth Management Group, LLC 0.12% New 4,103 $209K
Community Bank & Trust, Waco, Texas 0.05% New 4,097 $208K
Capital Planning LLC 0.06% Reduce -22.2% 4,077 $207K
Alpha Cubed Investments, LLC 0.01% Reduce -32.1% 4,076 $207K
Princeton Global Asset Management LLC 0.04% No change 4,072 $207K
Fortem Financial Group, LLC 0.08% New 4,059 $206K
Excalibur Management Corp. 0.08% Reduce -16.1% 4,058 $206K
SC&H Financial Advisors, Inc. 0.04% New 4,057 $206K
Formidable Asset Management, LLC 0.03% Reduce -10.4% 4,053 $206K
Caliber Wealth Management, LLC / KS 0.03% — 4,041 $205K
Beese Fulmer Investment Management, Inc. 0.02% New 4,039 $205K
MBA Advisors LLC 0.10% New 4,036 $205K
Disciplined Investors, L.L.C. 0.19% New 4,036 $205K
Main Line Retirement Advisors, LLC 0.13% New 4,028 $205K
Sheaff Brock Investment Advisors, LLC 0.02% New 4,027 $205K
Marotta Asset Management 0.04% New 3,865 $204K
Hedges Asset Management LLC 0.13% New 4,000 $203K
Pavion Blue Capital, LLC 0.10% New 3,995 $203K
Silver Oak Advisory Group, Inc. 0.11% New 4,013 $203K
Security National Bank 0.04% Reduce -42.9% 3,993 $203K
Acas, LLC 0.15% Reduce -39.4% 3,851 $203K
Econ Financial Services Corp 0.11% Reduce -50.4% 3,987 $203K
Alamar Capital Management, LLC 0.12% Reduce -53.2% 3,974 $202K
ABLE Financial Group, LLC 0.06% New 3,971 $202K
Sharkey, Howes & Javer 0.03% New 3,970 $202K
Baltimore-Washington Financial Advisors, Inc. 0.01% New 3,962 $201K
Jeppson Wealth Management, LLC 0.07% New 3,947 $201K
Madrona Financial Services, LLC 0.06% New 3,945 $201K
Martin Worley Group 0.11% New 3,939 $200K
Theory Financial LLC 0.08% New 3,937 $200K
Strategic Investment Management, LLC 0.08% No change 3,890 $198K
Rossby Financial, LCC 0.09% New 3,765 $197K
Ransom Advisory, Ltd 0.10% Add +18.6% 3,882 $197K
Brown, Lisle/Cummings, Inc. 0.06% No change 3,842 $195K
Moisand Fitzgerald Tamayo, LLC 0.03% Reduce -6.9% 3,784 $192K
Global Wealth Strategies & Associates 0.06% Add +5.1% 3,745 $190K
Evensky & Katz LLC 0.01% Reduce -4.7% 3,716 $189K
Redwood Park Advisors LLC 0.15% No change 3,575 $182K
Pandora Wealth, Inc. 0.12% — 3,555 $181K
Gables Capital Management Inc. 0.09% No change 3,509 $178K
Hazlett, Burt & Watson, Inc. 0.08% Add +0.0% 3,502 $177K
DHJJ Financial Advisors, Ltd. 0.07% Add +0.0% 3,457 $176K
Clark Wealth Partners 0.13% Add +2890.3% 3,409 $173K
Peterson Wealth Services 0.05% No change 3,386 $172K
Sterling Capital Management LLC 0.00% No change 3,299 $168K
TD Capital Management LLC 0.02% Reduce -42.6% 3,232 $164K
Marshall Investment Management, LLC 0.10% Reduce -14.8% 3,222 $164K
Glen Eagle Advisors, LLC 0.03% Reduce -24.2% 3,215 $163K
Evelyn Partners Asset Management Ltd 0.05% No change 3,182 $162K
Union Savings Bank 0.08% No change 3,154 $160K
Signature Resources Capital Management, LLC 0.14% Add +0.1% 3,133 $159K
Rowlandmiller & Partners.adv 0.03% Reduce -7.0% 3,000 $152K
Vestor Capital, LLC 0.01% Add +5.3% 2,983 $152K
American National Bank & Trust 0.02% Add +48.0% 2,976 $151K
SJS Investment Consulting Inc. 0.03% Add +39.0% 2,957 $150K
Woodside Wealth Management LLC 0.14% — 2,932 $149K
Bogart Wealth, LLC 0.01% Reduce -66.2% 2,929 $149K
Indiana Trust & Investment Management Co 0.05% No change 2,890 $147K
Ironwood Wealth Management, LLC. 0.04% Add +7.7% 2,881 $146K
Duncker Streett & Co. Inc. 0.03% Reduce -23.7% 2,852 $145K
Tsfg, LLC 0.03% Add +0.3% 2,821 $143K
Central Pacific Bank - Trust Division 0.02% Reduce -8.1% 2,782 $141K
GoalVest Advisory LLC 0.04% Reduce -4.1% 2,757 $140K
Peoples Bank 0.10% New 2,755 $140K
North Capital, Inc. 0.13% — 2,697 $137K
IAG Wealth Partners, LLC 0.02% Add +2.3% 2,632 $134K
Colonial Trust Advisors 0.01% Reduce -0.9% 2,612 $133K
Pacifica Partners Inc. 0.06% No change 2,628 $132K
Coston, McIsaac & Partners 0.04% Reduce -0.1% 2,571 $130K
Harbor Investment Advisory, LLC 0.01% Add +0.1% 2,525 $128K
MCF Advisors LLC 0.01% Add +39.3% 2,476 $126K
GPS Wealth Strategies Group, LLC 0.02% Reduce -0.2% 2,328 $118K
Trifecta Capital Advisors, LLC 0.02% New 2,271 $115K
TFC Financial Management, Inc. 0.02% Add +32.9% 2,258 $115K
Valley National Advisers Inc. 0.02% Add +8188.9% 2,238 $113K
Future Financial Wealth Managment LLC 0.08% No change 2,220 $113K
Beacon Capital Management, LLC 0.01% Reduce -21.6% 2,190 $111K
Robinswood Financial LLC 0.04% Add +12.7% 2,177 $111K
Concord Wealth Partners 0.02% Reduce -28.2% 2,154 $109K
Dakota Community Bank & Trust NA 0.52% Add +73.1% 2,101 $107K
Creative Capital Management Investments LLC 0.04% No change 2,025 $103K
Logan Capital Management Inc. 0.00% Reduce -90.6% 2,016 $102K
Nordwand Advisors, LLC 0.04% No change 2,005 $102K
Hemington Wealth Management 0.02% Reduce -36.1% 1,990 $101K
Wiser Advisor Group LLC 0.15% Reduce -3.4% 1,958 $100K
Stone House Investment Management, LLC 0.02% New 1,943 $99K
Field & Main Bank 0.03% No change 1,913 $97K
DiNuzzo Private Wealth, Inc. 0.01% Add +0.2% 1,877 $95K
Accredited Wealth Management, LLC 0.08% New 1,765 $90K
Olistico Wealth, LLC 0.05% No change 1,708 $87K
Promus Capital, LLC 0.07% Reduce -44.6% 1,687 $86K
Consultiva Wealth Management, Corp. 0.29% No change 1,684 $86K
Winnacle Wealth LLC 0.08% No change 1,625 $83K
Longview Financial Advisors LLC 0.05% No change 1,619 $82K
Sittner & Nelson, LLC 0.03% New 1,591 $81K
Knuff & Co LLC 0.03% New 1,586 $81K
Riggs Asset Managment Co. Inc. 0.02% New 1,551 $79K
Paladin Advisory Group, LLC 0.06% No change 1,519 $77K
LRI Investments, LLC 0.01% Add +90.7% 1,501 $76K
Canton Hathaway, LLC 0.01% No change 1,460 $74K
Jackson, Grant Investment Advisers, Inc. 0.03% Add +0.5% 1,446 $73K
Briaud Financial Planning Inc 0.03% New 1,412 $71K
Kiker Wealth Management, LLC 0.05% New 1,392 $71K
American Capital Advisory, LLC 0.04% No change 1,363 $69K
Painted Porch Advisors LLC 0.03% No change 1,344 $68K
Marquette Asset Management, LLC 0.01% No change 1,313 $67K
Mattson Financial Services, LLC 0.02% Add +708.7% 1,302 $66K
ESL Trust Services, LLC 0.01% No change 1,284 $65K
Bruce G. Allen Investments, LLC 0.05% Reduce -69.4% 1,259 $64K
Ramirez Asset Management, Inc. 0.01% No change 1,255 $64K
Frazier Financial Advisors, LLC 0.05% Reduce -34.4% 1,220 $62K
Centricity Wealth Management, LLC 0.06% No change 1,215 $62K
Bollard Group LLC 0.00% Add +0.5% 1,206 $61K
Christopher J. Hasenberg, Inc 0.02% New 1,162 $59K
HFM Investment Advisors, LLC 0.03% — 1,128 $57K
Aventura Private Wealth, LLC 0.03% Add +13.6% 1,112 $57K
Wolff Wiese Magana LLC 0.04% Reduce -6.5% 1,111 $56K
Pacific Center for Financial Services 0.01% No change 1,106 $56K
Copia Wealth Management 0.05% No change 1,085 $55K
Compass Wealth Management LLC 0.01% New 1,042 $53K
Lowe Wealth Advisors, LLC 0.02% No change 1,033 $52K
Westside Investment Management, Inc. 0.01% Add +239.0% 1,017 $52K
Financial Freedom, LLC 0.03% No change 1,015 $52K
Hoey Investments, Inc. 0.01% New 995 $51K
POM Investment Strategies, LLC 0.06% Reduce -40.1% 982 $50K
Atwood & Palmer Inc. 0.00% Add +11.3% 971 $49K
Addison Advisors LLC 0.01% Add +10.2% 965 $49K
Brooklyn Investment Group 0.01% Add +185.1% 958 $49K
Wayfinding Financial, LLC 0.02% New 948 $48K
Collier Financial 0.04% Add +0.2% 937 $48K
Orion Capital Management LLC 0.02% No change 912 $46K
Main Street Group, LTD 0.02% Add +0.9% 882 $45K
West Paces Advisors Inc. 0.01% No change 882 $45K
FSC Wealth Advisors, LLC 0.03% No change 873 $44K
Albion Financial Group 0.00% No change 870 $44K
West Branch Capital LLC 0.01% No change 835 $42K
Crews Bank & Trust 0.01% No change 773 $39K
Piscataqua Savings Bank 0.03% No change 769 $39K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 777 $39K
Roxbury Financial LLC 0.04% Add +0.7% 747 $38K
Fairscale Capital, LLC 0.03% No change 747 $38K
Richardson Capital Management LLC 0.02% Reduce -17.4% 738 $38K
Advantage Trust Co 0.02% Reduce -35.8% 733 $37K
Keystone Financial Group, Inc. 0.03% No change 676 $36K
Marshall & Sterling Wealth Advisors Inc. 0.02% Add +41.3% 701 $36K
HighMark Wealth Management LLC 0.02% Add +0.4% 682 $35K
Your Advocates Ltd., LLP 0.01% No change 670 $34K
Toth Financial Advisory Corp. 0.00% No change 662 $34K
Lummis Asset Management, LP 0.02% New 646 $33K
Kathleen S. Wright Associates Inc. 0.01% Add +6.6% 645 $33K
United Community Bank 0.01% Add +350.7% 640 $33K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -3.7% 629 $32K
LGT Financial Advisors LLC 0.10% No change 622 $32K
Rise Advisors, LLC 0.01% Reduce -29.6% 621 $32K
Versant Capital Management, Inc 0.01% No change 600 $30K
Tidemark, LLC 0.01% Reduce -17.1% 575 $29K
Nemes Rush Group LLC 0.00% Add +236.5% 572 $29K
Financial Gravity Asset Management, Inc. 0.01% — 551 $28K
Financial Network Wealth Advisors LLC 0.03% New 514 $26K
von Borstel & Associates, Inc. 0.01% New 512 $26K
Kessler Investment Group, LLC 0.01% New 504 $26K
General Partner, Inc. 0.02% Reduce -99.1% 500 $25K
Tower View Wealth Management LLC 0.01% Add +0.6% 500 $25K
PFS Partners, LLC 0.01% Add +0.4% 498 $25K
Eukles Asset Management 0.01% No change 491 $25K
Pinney & Scofield, Inc. 0.02% No change 490 $25K
Tradewinds Capital Management, LLC 0.01% Add +1575.0% 469 $24K
NFSG Corp 0.01% Reduce -69.6% 462 $23K
Anfield Capital Management, LLC 0.01% No change 449 $23K
Creekmur Asset Management LLC 0.00% New 421 $21K
Dunhill Financial, LLC 0.01% Reduce -44.6% 396 $20K
Atticus Wealth Management, LLC 0.01% Reduce -13.3% 384 $20K
Nova Wealth Management, Inc. 0.02% New 367 $19K
CNB Bank 0.01% No change 356 $18K
Toronto Dominion Bank 0.00% No change 350 $18K
Northwest Capital Management Inc 0.01% No change 352 $18K
Comprehensive Financial Planning, Inc. 0.02% No change 342 $17K
Wealth Preservation Advisors, LLC 0.01% — 322 $16K
Mowery & Schoenfeld Wealth Management, LLC 0.03% New 320 $16K
Ulland Investment Advisors, LLC 0.01% No change 320 $16K
Evergreen Private Wealth LLC 0.01% Reduce -50.5% 302 $15K
Vermillion & White Wealth Management Group, LLC 0.01% Reduce -16.2% 300 $15K
Cheviot Value Management, LLC 0.00% New 284 $15K
New Millennium Group LLC 0.01% Add +24.3% 276 $14K
Abound Financial, LLC 0.01% New 272 $14K
Delta Asset Management LLC 0.00% Add +92.1% 269 $14K
Mendota Financial Group, LLC 0.01% Reduce -76.0% 266 $14K
Armstrong Advisory Group, Inc. 0.00% No change 268 $13K
Millstone Evans Group, LLC 0.01% No change 226 $12K
Kozak & Associates, Inc. 0.00% Reduce -59.5% 228 $11K
Pension & Wealth Management Advisors, Inc. 0.00% New 212 $11K
Nalls Sherbakoff Group, LLC 0.01% — 212 $11K
Peoples Financial Services Corp. 0.00% No change 200 $10K
Investment Research & Advisory Group, Inc. 0.00% Add +0.5% 198 $10K
CGC Financial Services, LLC 0.00% No change 185 $9K
CKW Financial Group 0.00% No change 168 $9K
WFA Asset Management Corp 0.00% New 168 $8K
Prudent Man Investment Management, Inc. 0.00% No change 163 $8K
Crowley Wealth Management, Inc. 0.01% No change 144 $7K
Gleason Group, Inc. 0.00% Reduce -64.9% 140 $7K
MRP Capital Investments, LLC 0.01% No change 135 $7K
Financial Management Professionals, Inc. 0.00% New 130 $7K
Byrne Asset Management LLC 0.01% No change 127 $6K
Centerpoint Advisors, LLC 0.00% No change 117 $6K
Prestige Wealth Management Group LLC 0.00% No change 100 $5K
Smallwood Wealth Investment Management, LLC 0.00% New 97 $5K
Valued Wealth Advisors LLC 0.00% New 96 $5K
Community Bank, N.A. 0.00% Reduce -86.2% 80 $4K
Innovative Advisory Group, LLC 0.00% Add +18.3% 71 $4K
Zeit Capital LLC 0.00% No change 64 $3K
Spectrum Wealth Counsel, LLC 0.00% New 52 $3K
Dagco, Inc. 0.00% New 52 $3K
SOA Wealth Advisors, LLC. 0.00% New 52 $3K
Activest Wealth Management 0.00% No change 46 $2K
North Ridge Wealth Advisors, Inc. 0.00% No change 45 $2K
Towne Trust Company, N.A 0.00% New 44 $2K
HWG Holdings LP 0.00% New 41 $2K
Vermillion Wealth Management, Inc. 0.00% Add +2.5% 41 $2K
SRH Advisors, LLC 0.00% Reduce -55.7% 35 $2K
Rakuten Securities, Inc. 0.00% New 30 $2K
Anderson Financial Strategies, LLC 0.00% New 25 $1K
Legacy Wealth Managment, LLC 0.00% No change 16 $814
First Community Trust NA 0.00% No change 14 $712
Global Trust Asset Management, LLC 0.00% No change 10 $508
Spurstone Advisory Services, LLC 0.01% No change 9 $457
PSI Advisors, LLC 0.00% No change 6 $305
Silicon Valley Capital Partners 0.00% Reduce -99.9% 1 $33

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