Vanguard Ftse Developed ETFVEAETF

13F holders, Q2 2025 (June 30)
2,551holders +77
160new positions
80sold out
5famous investors
$56.66avg. 13F price*

At the end of Q2 2025, 2,551 institutions reported holding Vanguard Ftse Developed ETF (VEA) in their 13F filings, up 77 from Q1 2025. 160 opened new positions and 80 sold out. The largest holders were Bank of America Corp. ($11.1B), Betterment LLC ($7.6B) and Creative Planning ($7.5B). 5 famous investors held it, including Ken Fisher (0.2% of Fisher Asset Management's portfolio), John W. Rogers Jr. (0.2% of Ariel Investments's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions160$642.9M
Exits80$209.1M

All 13F filers, Q1 2025 → Q2 2025: 118,799,615 shares bought and 69,713,165 shares sold, net +49,086,450 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,551 holders

Bank of America Corp. 0.90% Add +3.0% 194,545,244 $11.1B
Betterment LLC 16.28% Add +0.1% 134,083,394 $7.6B
Creative Planning 6.43% Reduce -4.5% 132,070,439 $7.5B
Envestnet Asset Management Inc. 1.66% Add +1.0% 99,706,551 $5.7B
Morgan Stanley 0.24% Add +11.1% 65,818,077 $3.8B
Wells Fargo & Company 0.79% Reduce -3.8% 62,842,959 $3.6B
Wealthfront Advisers LLC 8.30% Reduce -6.3% 56,554,758 $3.2B
Northwestern Mutual Wealth Management Co. 2.29% Reduce -7.7% 55,051,672 $3.1B
Jones Financial Companies LLLP 2.13% Reduce -8.5% 49,517,444 $2.8B
WealthNavi Inc. 27.70% Reduce -3.1% 48,247,711 $2.8B
Northern Trust Corp. 0.37% Add +9.5% 46,658,720 $2.7B
Royal Bank of Canada 0.47% Add +3.1% 42,455,981 $2.4B
Mariner, LLC 2.52% Add +3.5% 30,654,506 $1.7B
Goldman Sachs Group Inc. 0.28% Reduce -12.7% 29,897,196 $1.7B
Mercer Global Advisors Inc. 3.66% Add +0.7% 28,615,408 $1.6B
LPL Financial LLC 0.53% Add +4.0% 28,085,455 $1.6B
UBS Group AG 0.33% Add +2.5% 27,422,460 $1.6B
Sei Investments Co. 1.70% Reduce -5.3% 25,743,436 $1.5B
Captrust Financial Advisors 3.18% Add +20.9% 24,996,434 $1.4B
Wealthspire Advisors, LLC 7.30% Add +1.2% 22,786,946 $1.3B
Vanguard Group Inc. 0.02% Add +8.7% 21,417,579 $1.2B
Tiaa Trust, National Association 2.95% Reduce -10.9% 19,859,881 $1.1B
Corient Private Wealth LP 1.50% Add +13.9% 21,027,645 $1.1B
Commonwealth Equity Services, LLC 1.41% Add +0.6% 18,733,723 $1.1B
Cerity Partners LLC 1.78% Add +5.1% 17,482,679 $996.7M
Baird Financial Group, Inc. 1.72% Reduce -1.2% 17,199,318 $980.5M
FMR LLC 0.05% Reduce -1.9% 15,796,065 $900.5M
Jasper Ridge Partners, L.P. 21.84% Add +37.2% 15,306,034 $872.6M
Bank of New York Mellon Corp 0.15% Reduce -3.0% 14,083,630 $802.9M
Rwa Wealth Partners, LLC 10.04% Add +3.9% 14,076,338 $802.5M
Raymond James Financial Inc. 0.27% Add +5.2% 13,583,212 $774.4M
JPMorgan Chase & Co. 0.05% Add +4.7% 12,803,884 $729.9M
Ameriprise Financial Inc. 0.18% Add +2.3% 12,466,019 $711.0M
Nicholas Hoffman & Company, LLC. 17.46% Add +22.8% 11,849,460 $675.5M
Envestnet Portfolio Solutions, Inc. 2.47% Reduce -9.3% 11,789,506 $672.1M
US Bancorp \de 0.83% Reduce -25.7% 11,599,538 $661.3M
Valmark Advisers, Inc. 9.11% Reduce -2.4% 11,462,597 $653.5M
Facet Wealth, Inc. 14.54% Add +17.0% 11,378,664 $639.7M
Manufacturers Life Insurance Company, The 0.53% Add +24.0% 10,270,231 $585.5M
SCS Capital Management LLC 6.46% Reduce -1.8% 10,220,446 $582.7M
HighTower Advisors, LLC 0.71% Reduce -4.2% 9,925,236 $565.8M
Fisher Asset Management 0.21% Add +13.0% 9,282,597 $529.2M
PNC Financial Services Group, Inc. 0.30% Reduce -1.1% 8,080,383 $460.7M
Stifel Financial Corp. 0.44% Add +18.6% 7,880,481 $449.3M
Regions Financial Corp. 3.00% Reduce -5.9% 7,644,326 $435.8M
MML Investors Services, LLC 1.26% Add +0.1% 7,627,543 $434.8M
Cliftonlarsonallen Wealth Advisors, LLC 7.25% Add +5.4% 7,576,249 $431.9M
HBK Sorce Advisory LLC 11.59% Add +1.4% 7,502,020 $427.7M
Employees Retirement System of Texas 3.67% Add +18.8% 6,687,831 $381.3M
Keybank National Association 1.41% Reduce -0.1% 6,647,285 $379.0M
JMG Financial Group, Ltd. 10.86% Add +1.8% 6,281,277 $358.1M
Cetera Investment Advisers 0.56% Add +6.0% 5,797,391 $330.5M
M&T Bank Corp 1.13% Reduce -3.9% 5,785,694 $329.8M
Modera Wealth Management, LLC 4.02% Add +0.4% 5,697,243 $324.8M
Assetmark, Inc. 0.76% Add +42.9% 5,623,089 $320.6M
Citigroup Inc. 0.20% Reduce -6.5% 5,022,561 $286.3M
Fiduciary Trust Co 3.46% Reduce -3.7% 4,928,060 $280.9M
Country Trust Bank 6.29% Add +6.3% 4,920,244 $280.5M
Ballentine Partners, LLC 4.10% Add +7.5% 4,770,360 $272.0M
Voya Investment Management LLC 0.31% Add +1.2% 4,688,678 $267.3M
Pathstone Holdings, LLC 1.05% Add +4.3% 4,917,471 $264.4M
Focus Partners Wealth 0.57% Add +17.7% 4,629,495 $263.9M
Wilmington Savings Fund Society, FSB 4.58% Add +9.1% 4,517,468 $257.5M
Ally Invest Advisors Inc. 19.96% Reduce -0.2% 4,490,716 $256.0M
TFO Wealth Partners, LLC 44.39% Add +1.0% 4,424,274 $252.2M
State of Tennessee, Department of Treasury 0.89% Reduce -6.6% 4,367,054 $249.0M
Osaic Holdings, Inc. 0.43% Add +19.6% 4,210,359 $240.0M
Linscomb Wealth, Inc. 10.98% Add +0.8% 4,191,473 $239.0M
MAI Capital Management 1.60% Add +5.5% 4,032,047 $229.9M
CIBC Private Wealth Group LLC 0.41% Add +8.8% 4,009,275 $228.6M
Alliancebernstein L.P. 0.07% Reduce -4.3% 4,001,734 $228.1M
Wit, LLC 5.60% Reduce -1.4% 3,964,405 $226.0M
Westwood Holdings Group Inc. 1.65% Add +25.1% 3,955,066 $225.5M
Bank of Hawaii 11.52% Reduce -0.0% 3,830,808 $218.4M
Cambridge Investment Research Advisors, Inc. 0.66% Add +37.5% 3,806,944 $217.0M
Nepc LLC 5.43% Add +32.4% 3,760,469 $214.4M
Rockefeller Capital Management L.P. 0.47% Add +12.7% 3,746,357 $213.9M
Truepoint, Inc. 5.26% Reduce -7.7% 3,708,006 $211.4M
Janney Montgomery Scott LLC 0.54% Reduce -1.3% 3,611,618 $205.9M
D.A. Davidson & Co. 1.45% Reduce -0.2% 3,605,323 $205.5M
Wedmont Private Capital 8.75% Add +8.2% 3,577,671 $205.0M
Jane Street Group, LLC 0.32% Reduce -49.3% 3,384,016 $192.9M
Truist Financial Corp. 0.28% Add +18.9% 3,342,537 $190.6M
Coldstream Capital Management Inc. 3.08% Add +41.0% 3,302,906 $188.3M
BLB&B Advisors, LLC 8.66% Reduce -0.8% 3,251,331 $185.4M
Cambridge Associates LLC /Ma/ 4.05% Add +0.1% 3,220,210 $183.8M
Wealth Enhancement Advisory Services, LLC 0.30% Add +77.2% 3,174,782 $181.7M
Farmers & Merchants Investments Inc. 5.19% Add +1.8% 3,120,846 $177.9M
Bridges Investment Management Inc. 2.37% Reduce -1.9% 3,080,951 $175.6M
Victory Capital Management Inc. 0.11% Reduce -44.0% 3,035,339 $173.0M
Fifth Third Bancorp 0.60% Add +1.3% 3,022,399 $172.3M
Synovus Financial Corp. 2.08% Add +1.3% 2,988,394 $170.4M
Blair William & Co. 0.47% Reduce -0.5% 2,956,837 $168.6M
Tectonic Advisors LLC 9.44% Add +0.6% 2,848,681 $162.4M
Savant Capital, LLC 1.15% Add +14.1% 2,794,752 $159.3M
Foster Group, Inc. 5.35% Reduce -1.2% 2,741,381 $156.3M
Tanglewood Wealth Management, Inc. 15.40% Add +30.7% 2,739,624 $156.2M
Freestone Capital Holdings, LLC 5.25% Add +11.4% 2,707,671 $154.4M
Lincoln National Corp. 4.62% Reduce -18.1% 2,673,330 $152.4M
Acropolis Investment Management, LLC 8.15% Reduce -1.0% 2,603,492 $148.4M
Johnson Financial Group, LLC 13.41% Add +6.8% 2,482,065 $141.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% New 2,362,653 $134.7M
BOK Financial Private Wealth, Inc. 8.67% Add +67.5% 2,279,124 $129.9M
Orion Porfolio Solutions, LLC 1.10% Add +1.1% 2,256,038 $128.6M
Eastern Bank 2.40% Add +2.4% 2,211,554 $126.1M
Oakworth Capital, Inc. 8.09% Add +13.1% 2,201,201 $125.5M
First Financial Bankshares Inc 2.76% Add +0.1% 2,162,894 $123.3M
Farther Finance Advisors, LLC 2.44% Add +94.8% 2,140,323 $122.0M
Summit Trail Advisors, LLC 2.09% New 2,139,798 $122.0M
Steele Capital Management, Inc. 5.78% Add +1.3% 2,114,289 $120.5M
BNP Paribas Financial Markets 0.10% Add +758.7% 2,104,786 $120.0M
NewEdge Advisors, LLC 0.62% Add +4.0% 2,100,250 $119.7M
Davis R M Inc. 2.21% Add +9.5% 2,087,843 $119.0M
Aptus Capital Advisors, LLC 1.16% Add +3.7% 2,065,183 $117.7M
NorthCoast Asset Management LLC 0.50% Add +4.9% 2,063,162 $117.6M
Glenmede Investment Management, LP 0.59% — 2,042,402 $116.4M
Hills Bank & Trust Co 7.33% Add +6.6% 2,040,018 $116.3M
Hirtle & Co., LLC 4.88% Reduce -9.9% 2,019,031 $115.1M
Clark Asset Management, LLC 15.48% Add +7.4% 1,991,957 $113.6M
Empowered Funds, LLC 1.28% Add +1.4% 1,983,512 $113.1M
Wellington Management Group LLP 0.02% Add +134.9% 1,949,929 $111.2M
Plante Moran Financial Advisors, LLC 7.79% Add +9.1% 1,944,613 $110.9M
Sigma Investment Counselors Inc. 5.93% Add +2.5% 1,889,732 $107.7M
Robertson Stephens Wealth Management, LLC 3.64% Add +1.9% 1,842,120 $105.0M
Fusion Family Wealth, LLC 8.84% Reduce -1.0% 1,834,811 $104.6M
Badgley Phelps Wealth Managers, LLC 2.29% Reduce -1.4% 1,811,109 $103.3M
Evoke Wealth, LLC 2.35% Add +6.5% 1,760,494 $100.4M
PDS Planning, Inc 7.47% Add +4.0% 1,758,878 $100.3M
Old National Bancorp 1.78% Add +21.1% 1,749,308 $99.7M
National Bank of Canada 0.11% Add +109.3% 1,741,118 $99.2M
Thrivent Financial for Lutherans 0.22% Reduce -0.9% 1,738,251 $99.1M
Johnson Investment Counsel Inc. 0.89% Add +20.5% 1,728,951 $98.6M
DT Investment Partners, LLC 8.76% Add +9.3% 1,710,161 $97.5M
Comerica Bank 0.38% Reduce -2.1% 1,700,295 $96.9M
Litman Gregory Wealth Management LLC 7.47% Reduce -1.2% 1,666,845 $95.0M
Cresset Asset Management, LLC 0.46% Reduce -1.1% 1,619,232 $92.3M
MassMutual Private Wealth & Trust, FSB 2.40% Add +2.9% 1,580,727 $90.1M
Pure Financial Advisors, LLC 1.57% Reduce -3.9% 1,568,128 $89.4M
Arbor Investment Advisors, LLC 11.44% Add +1.5% 1,566,146 $89.3M
Agf Management Ltd. 0.41% Add +0.4% 1,557,137 $88.8M
TD Waterhouse Canada Inc. 0.63% Add +20.8% 1,552,091 $88.3M
Rebalance, LLC 5.98% Reduce -12.0% 1,543,270 $88.0M
Sofi Wealth, LLC 5.35% Add +1.2% 1,536,797 $87.6M
CreativeOne Wealth, LLC 2.29% Add +3.2% 1,533,577 $87.4M
Midwest Trust Co 1.15% — 1,454,549 $82.9M
Mountain Capital Investment Advisors Inc. 15.85% Add +98.7% 1,447,923 $82.5M
Woodmont Investment Counsel LLC 5.38% Add +2.8% 1,429,066 $81.5M
Citizens Financial Group Inc. 1.30% Add +82.2% 1,422,417 $81.1M
Choreo, LLC 1.09% Reduce -1.7% 1,371,357 $78.2M
New York Life Investment Management LLC 0.72% Add +96.3% 1,357,275 $77.4M
Alps Advisors Inc. 0.44% Add +8.8% 1,350,161 $77.0M
Whittier Trust Co. 0.92% Reduce -2.7% 1,336,292 $76.2M
Patriot Investment Management Group, Inc. 5.23% Add +1.3% 1,325,529 $75.6M
Mission Wealth Management, LP 1.64% Add +1.9% 1,319,839 $75.2M
Connable Office Inc. 7.44% Reduce -2.5% 1,318,862 $75.2M
Bank of Nova Scotia 0.15% New 1,294,700 $73.8M
Waverly Advisors, LLC 0.81% Reduce -1.8% 1,287,178 $73.4M
Planning Alternatives Ltd. 10.19% Reduce -1.4% 1,284,284 $73.2M
Apella Capital, LLC 1.96% Add +3.3% 1,282,443 $72.5M
Gilbert & Cook, Inc. 9.73% Reduce -1.8% 1,262,916 $72.0M
Wallington Asset Management, LLC 10.10% Add +34.8% 1,259,181 $71.8M
Kohmann Bosshard Financial Services, LLC 7.97% Add +2.6% 1,252,494 $71.4M
Lockheed Martin Investment Management Co. 2.60% No change 1,250,000 $71.3M
Elwood & Goetz Wealth Advisory Group, LLC 15.38% Reduce -0.8% 1,248,261 $71.2M
Atria Investments, Inc 0.84% Reduce -4.7% 1,240,653 $70.7M
Bank of Montreal 0.04% Add +6.3% 1,234,441 $70.4M
Commerce Bank 0.42% Reduce -2.3% 1,234,193 $70.4M
Proffitt & Goodson Inc. 10.72% Add +8.9% 1,233,662 $70.3M
LVW Advisors, LLC 7.87% Add +1320.7% 1,232,520 $70.3M
Peapack Gladstone Financial Corp. 0.98% Reduce -2.5% 1,218,939 $69.5M
Human Investing LLC 10.93% Add +3.6% 1,218,237 $69.4M
Lido Advisors, LLC 0.37% Add +70.7% 1,211,637 $69.1M
Tanager Wealth Management LLP 8.05% Reduce -8.3% 1,197,908 $68.3M
Inherent Management Corp. 33.84% Add +124.7% 1,171,437 $66.8M
Beacon Pointe Advisors, LLC 0.68% Add +1.0% 1,148,980 $65.5M
Vision Capital Management, Inc. 8.61% Add +5.6% 1,148,795 $65.5M
Kestra Advisory Services, LLC 0.32% Add +6.8% 1,142,837 $65.2M
Arvest Bank Trust Division 3.78% Reduce -0.9% 1,137,410 $64.8M
Adventist Health System/ West 9.58% No change 1,131,440 $64.5M
West Financial Advisors, LLC 11.20% Add +2.0% 1,129,493 $64.4M
WestHill Financial Advisors, Inc. 13.58% Reduce -0.2% 1,123,325 $64.0M
Avantax Advisory Services, Inc. 0.35% Add +5.6% 1,122,532 $64.0M
Bokf, NA 1.03% Add +7.0% 1,114,964 $63.6M
Signaturefd, LLC 1.08% Reduce -3.1% 1,108,580 $63.2M
EverSource Wealth Advisors, LLC 2.85% Reduce -6.8% 1,104,693 $63.0M
Legacy Private Trust Co. 4.05% Add +5.4% 1,100,230 $62.7M
Connecticut Wealth Management, LLC 2.98% Add +1.2% 1,097,155 $62.5M
Moneta Group Investment Advisors LLC 0.74% Add +3.5% 1,083,431 $61.8M
Compound Planning, Inc. 2.31% Add +16.9% 1,070,509 $61.0M
Charles Schwab Trust Co 4.56% Add +11.0% 1,066,471 $60.8M
JFG Wealth Management, LLC 12.57% Add +4.8% 1,053,909 $60.1M
TD Asset Management Inc 0.05% Add +12.8% 1,052,664 $60.0M
Auto-Owners Insurance Co 1.33% Add +418.5% 1,045,750 $59.6M
Pinnacle Financial Partners Inc 1.25% Reduce -2.6% 1,038,845 $59.2M
Trilogy Capital Inc. 2.86% Reduce -0.3% 1,032,154 $58.8M
Strategic Investment Advisors / MI 5.68% Reduce -1.2% 1,024,115 $58.4M
Allspring Global Investments Holdings, LLC 0.10% Reduce -37.7% 1,015,989 $57.9M
Klingman & Associates, LLC 3.16% Add +4.4% 1,005,173 $57.3M
McKinley Carter Wealth Services, Inc. 3.17% Reduce -1.6% 999,160 $57.0M
Avion Wealth 12.96% Reduce -5.1% 997,292 $56.9M
CENTRAL TRUST Co 1.30% Add +12.9% 991,745 $56.5M
UMB Bank, n.a. 0.88% Reduce -1.4% 990,266 $56.5M
Meeder Advisory Services, Inc. 2.91% Reduce -3.1% 986,101 $56.2M
Pine Ridge Advisers LLC 3.58% Add +0.1% 984,081 $56.1M
Jacobsen Capital Management 20.65% Add +3.2% 984,060 $56.1M
Kathmere Capital Management, LLC 4.31% Add +1.5% 980,792 $55.9M
Chandler Asset Management, Inc. 9.88% Add +7.6% 975,046 $55.6M
Welch & Forbes LLC 0.69% Add +1.6% 974,651 $55.6M
Kwmg, LLC 5.21% Reduce -0.5% 973,882 $55.5M
Financial Advisors Network, Inc. 8.34% Add +4.0% 968,406 $55.2M
EP Wealth Advisors, LLC 0.36% Add +12.3% 966,448 $55.1M
Oakwell Private Wealth Management, LLC 12.66% Add +9.5% 964,295 $55.0M
Sepio Capital, LP 3.90% Add +0.8% 960,387 $54.8M
Wealth Architects, LLC 5.54% Reduce -2.2% 956,360 $54.5M
Coyle Financial Counsel LLC 14.30% Add +3.1% 937,083 $53.4M
Whittier Trust Co. of Nevada Inc. 1.21% Reduce -0.4% 936,976 $53.4M
Allen Investment Management, LLC 0.57% Add +15.4% 923,536 $52.7M
Merit Financial Group, LLC 0.59% Add +78.1% 923,302 $52.6M
Private Advisor Group, LLC 0.28% Add +5.2% 913,965 $52.1M
Sequoia Financial Advisors, LLC 0.36% Reduce -16.0% 913,767 $52.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.17% Add +4.7% 910,398 $51.9M
Keel Point, LLC 3.41% Add +22.5% 902,998 $51.5M
Citizens Business Bank 9.99% Add +6.4% 901,457 $51.4M
Financial Synergies Wealth Advisors, Inc. 5.59% Reduce -0.0% 900,012 $51.3M
Composition Wealth, LLC 0.86% Add +10.2% 897,817 $51.2M
Brown Advisory Inc. 0.07% Add +8.9% 888,446 $50.7M
Heartwood Wealth Advisors LLC 5.27% Add +0.7% 886,057 $50.5M
TLT Family Holdco ULC 3.98% — 883,400 $50.4M
Alesco Advisors, LLC, An ESL Co 1.44% Reduce -0.8% 878,694 $50.1M
Seaside Wealth Management, Inc. 15.56% Add +2.1% 857,699 $48.9M
Arvest Investments, Inc. 7.34% Reduce -2.0% 855,954 $48.8M
Riverpoint Wealth Management Holdings, LLC 11.48% Add +3.7% 855,776 $48.8M
Arlington Trust Co LLC 9.49% Reduce -3.5% 853,171 $48.6M
Park Avenue Securities LLC 0.44% Add +2.6% 846,824 $48.3M
Financial Advisory Corp 7.40% Reduce -1.4% 846,621 $48.3M
First Bank & Trust 8.59% Reduce -1.4% 844,949 $48.2M
Petredis Investment Advisors LLC 4.19% Add +12.5% 838,598 $47.8M
Brookstone Capital Management 0.63% Add +8.5% 837,127 $47.7M
Beacon Investment Advisory Services, Inc. 2.10% Add +11.8% 836,466 $47.7M
Parker Financial LLC 20.54% Add +2.2% 834,042 $47.6M
Full Sail Capital, LLC 2.71% Add +11.2% 823,342 $46.9M
Raffa Wealth Management, LLC 9.28% Add +0.0% 813,657 $46.4M
Steward Partners Investment Advisory, LLC 0.36% Add +0.0% 803,458 $45.8M
Meridian Management Co. 12.46% Add +18.1% 810,822 $45.6M
Hanson & Doremus Investment Management 6.06% Add +3.5% 794,818 $45.3M
OLIO Financial Planning 14.28% Add +0.4% 794,042 $45.3M
Bryn Mawr Trust Advisors, LLC 2.47% Add +12.3% 791,710 $45.1M
Gemmer Asset Management LLC 3.98% Add +1.6% 787,430 $44.9M
Chai Trust Co. LLC 2.74% Add +1.3% 784,979 $44.8M
Sageworth Trust Co 2.46% Add +20.0% 780,373 $44.5M
Matrix Trust Co 7.08% Add +1.9% 780,285 $44.5M
Partners in Financial Planning 8.19% Reduce -4.9% 778,594 $44.4M
Cliffwater LLC 9.04% Reduce -0.3% 771,122 $44.0M
Bison Wealth, LLC 3.47% Add +13.2% 770,228 $43.9M
Lowe Brockenbrough & Co. Inc. 2.47% Add +9.2% 769,257 $43.9M
Capital Planning Advisors, LLC 6.38% Add +80.5% 763,393 $43.5M
Keener Financial Planning LLC 21.69% Add +13.6% 762,984 $43.5M
Fulton Breakefield Broenniman LLC 2.93% Add +623.1% 761,262 $43.4M
Trust Co 4.89% Add +0.0% 759,426 $43.3M
Whitcomb & Hess, Inc. 12.21% Add +0.3% 759,390 $43.3M
Efficient Advisors, LLC 2.57% Reduce -5.4% 757,359 $43.2M
Mutual Advisors, LLC 1.06% Add +2.3% 728,718 $42.3M
REAP Financial Group, LLC 9.92% Add +9.5% 741,003 $42.2M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2.74% Add +3.4% 736,027 $42.0M
GP Brinson Investments LLC 17.68% Add +0.9% 727,210 $41.5M
McMorgan & Co. LLC 6.11% Reduce -3.1% 727,043 $41.4M
Laird Norton Wetherby Wealth Management, LLC 1.84% — 724,951 $41.3M
PACK Private Wealth, LLC 21.53% Add +2.9% 712,785 $40.6M
Roble, Belko & Company, Inc 5.86% Add +7.2% 706,305 $40.3M
Greenwood Gearhart LLC 2.50% New 703,084 $40.1M
Beaird Harris Wealth Management, LLC 3.08% Add +1.1% 696,778 $39.7M
Oak Hill Wealth Advisors, LLC 8.22% Add +8.5% 697,203 $39.7M
Wolff Financial Management LLC 10.25% Add +0.8% 696,012 $39.7M
Kaydan Wealth Management, Inc. 12.96% Add +112.1% 694,476 $39.6M
Old Mission Investment Co LLC 10.83% Add +1.9% 692,825 $39.5M
Roof Eidam Maycock Peralta, LLC 9.62% Add +4.2% 684,598 $39.0M
J.W. Cole Advisors, Inc. 0.83% Add +68.0% 682,289 $38.9M
RPTC Inc. 6.79% Add +0.6% 678,027 $38.7M
Family Firm, Inc. 9.30% Add +0.7% 677,075 $38.6M
MBB Public Markets I LLC 4.34% No change 662,117 $37.7M
Fi3 FINANCIAL ADVISORS, LLC 13.61% Reduce -1.2% 661,961 $37.7M
Ellenbecker Investment Group 6.10% Add +86.4% 661,191 $37.7M
Acorn Financial Advisory Services Inc. 6.16% Reduce -5.7% 658,888 $37.6M
&partners 0.29% Add +15.7% 657,857 $37.5M
Cantor Fitzgerald Investment Advisors L.P. 2.65% Reduce -2.5% 657,352 $37.5M
Mesirow Financial Investment Management, Inc. 0.73% Add +3.4% 656,751 $37.4M
Ameritas Investment Partners, Inc. 1.18% Reduce -7.5% 653,886 $37.3M
SoundView Advisors Inc. 13.69% Add +8.0% 651,990 $37.2M
Cibc World Market Inc. 0.08% Add +17.6% 651,601 $37.1M
Summit Financial, LLC 0.84% Add +15.1% 650,132 $37.1M
Perkins Coie Trust Co 6.28% Add +2.6% 646,249 $36.8M
Cascade Financial Partners, LLC 4.43% Add +1.9% 646,133 $36.8M
Windward Private Wealth Management Inc. 13.27% Reduce -4.2% 645,339 $36.8M
Clarius Group, LLC 2.14% Reduce -5.7% 644,398 $36.7M
First Western Trust Bank 1.62% Reduce -2.8% 631,370 $36.0M
Focus Partners Advisor Solutions, LLC 0.48% Reduce -2.9% 625,327 $35.6M
Galvin, Gaustad & Stein, LLC 3.11% Add +5.0% 625,110 $35.6M
Wealthcare Advisory Partners LLC 0.81% Add +14.1% 624,076 $35.6M
JRM Investment Counsel, LLC 11.54% Add +5.4% 623,253 $35.5M
Journey Advisory Group, LLC 2.76% Add +7.0% 622,858 $35.5M
Nelson Capital Management, LLC 4.68% Add +27.3% 621,136 $35.4M
AQR Capital Management 0.03% Add +7.2% 618,962 $35.3M
Sanctuary Advisors, LLC 0.22% Add +0.4% 618,606 $35.3M
1ST Source Bank 1.94% Add +1.1% 615,598 $35.1M
Grey Fox Wealth Advisors, LLC 8.26% Add +6.2% 607,866 $34.7M
Apriem Advisors 3.66% Reduce -1.1% 603,275 $34.4M
Weitzel Financial Services, Inc. 14.49% Add +0.8% 591,661 $34.2M
Ellevest, Inc. 5.46% Reduce -82.9% 600,028 $34.2M
Simon Quick Advisors, LLC 1.72% Add +44.0% 596,646 $34.0M
Praetorian Wealth Management, Inc. 7.81% Reduce -1.0% 595,170 $33.9M
PrairieView Partners, LLC 3.25% Add +0.4% 589,130 $33.6M
Avior Wealth Management, LLC 1.16% Reduce -0.2% 590,302 $33.6M
Noble Family Wealth, LLC 8.18% Add +1.3% 587,396 $33.5M
Intrust Bank NA 2.96% Reduce -3.5% 585,493 $33.4M
Brooklyn FI, LLC 8.55% Reduce -9.5% 585,121 $33.4M
Wiser Wealth Management, Inc 8.35% Add +4.6% 585,007 $33.4M
Benjamin Edwards Inc. 0.42% Reduce -2.5% 584,672 $33.3M
Advisors Capital Management, LLC 0.46% Add +2.7% 580,140 $33.1M
Integris Wealth Management, LLC 8.61% Reduce -0.3% 579,108 $33.0M
Cambridge Advisors Inc. 6.89% Reduce -5.2% 577,888 $32.9M
Arax Advisory Partners 1.51% Add +2.4% 569,871 $32.9M
Founders Grove Wealth Partners, LLC 8.20% Add +0.2% 573,507 $32.7M
D'Orazio & Associates, Inc. 4.58% Add +11.3% 568,670 $32.4M
Cahill Financial Advisors Inc. 4.02% Add +10.1% 567,596 $32.4M
Westerkirk Capital Inc. 3.98% — 566,250 $32.3M
Arcadia Wealth Management, LLC 13.95% Add +7.3% 559,747 $31.9M
Manning & Napier Advisors LLC 0.38% Reduce -11.0% 559,424 $31.9M
Attessa Capital LLC 20.32% Reduce -9.8% 556,777 $31.7M
Tompkins Financial Corp. 2.92% Add +16.2% 556,864 $31.7M
Evolution Advisers, Inc. 15.55% Reduce -2.2% 556,290 $31.7M
Penobscot Wealth Management 11.28% Add +4.3% 552,754 $31.5M
Geneos Wealth Management Inc. 0.77% Add +11.1% 552,460 $31.5M
Leavell Investment Management, Inc. 1.41% Add +2.3% 551,560 $31.4M
Valeo Financial Advisors, LLC 0.76% Reduce -0.6% 538,438 $30.7M
First Horizon Advisors, Inc. 0.80% Add +7.4% 537,872 $30.7M
Bank Hapoalim BM 4.37% No change 603,000 $30.6M
Mayport, LLC 7.33% Add +1.6% 535,975 $30.6M
SigFig Wealth Management, LLC 1.01% Reduce -2.2% 537,607 $30.5M
Affiance Financial, LLC 6.16% Add +7.7% 531,391 $30.3M
Kestra Private Wealth Services, LLC 0.44% Add +0.9% 530,796 $30.3M
VPR Management LLC 14.07% No change 525,600 $30.0M
Nicolet Advisory Services, LLC 2.54% Add +4.2% 532,555 $29.8M
Mascoma Wealth Management LLC 6.92% Reduce -0.5% 522,972 $29.8M
Strid Group, LLC 4.18% New 521,911 $29.8M
Stephens Inc. 0.40% Reduce -27.7% 515,723 $29.4M
Bar Harbor Wealth Management 1.88% Add +14.4% 515,694 $29.4M
Aufman Associates Inc 18.12% Add +0.1% 515,423 $29.4M
Conrad Siegel Investment Advisors, Inc. 6.58% Add +52.6% 514,471 $29.3M
GHP Investment Advisors, Inc. 1.30% Add +0.4% 513,518 $29.3M
Fiera Capital Corp 0.10% Reduce -1.8% 511,801 $29.2M
Atria Wealth Solutions, Inc. 0.66% Reduce -72.1% 509,311 $29.1M
Capital Advisors Inc. 0.52% Add +5574.0% 507,368 $28.9M
Atlantic Union Bankshares Corp 0.66% New 505,319 $28.8M
Kopp Family Office, LLC 18.60% Reduce -12.0% 504,111 $28.7M
Equita Financial Network, Inc. 11.43% Reduce -9.3% 504,080 $28.7M
Parallel Advisors, LLC 0.57% Add +7.1% 503,239 $28.7M
Sovereign Financial Group, Inc. 5.90% Add +2.2% 502,099 $28.6M
Natixis Advisors, LLC 0.05% Reduce -6.8% 500,168 $28.5M
BIP Alliance, LLC 10.94% Add +1.3% 499,746 $28.5M
Garde Capital, Inc. 1.52% Add +4.8% 499,246 $28.5M
Ballentine Capital Advisors, Inc 13.46% Reduce -1.2% 497,960 $28.4M
Cordant, Inc. 13.68% Reduce -5.8% 497,288 $28.4M
Moody National Bank Trust Division 2.59% Add +18.6% 496,704 $28.3M
Abound Wealth Management 7.99% Reduce -2.5% 496,226 $28.3M
Montis Financial, LLC 7.86% Add +38.3% 495,940 $28.3M
Founders Financial Securities LLC 2.14% Reduce -0.9% 495,016 $28.2M
49 Wealth Management, LLC 2.98% Add +16.4% 491,251 $28.0M
Principal Securities, Inc. 0.53% Add +8.9% 491,118 $28.0M
Aspen Grove Capital, LLC 4.73% Add +40.6% 488,080 $27.8M
Axos Invest Inc. 20.97% Reduce -8.3% 487,292 $27.8M
JFS Wealth Advisors, LLC 1.76% Add +4.4% 485,960 $27.7M
Morton Brown Family Wealth, LLC 8.36% Add +9.7% 482,307 $27.5M
JNBA Financial Advisors 2.64% Add +5.7% 481,406 $27.4M
Waterloo Capital, L.P. 2.21% Add +66.5% 478,898 $27.3M
Signal Advisors Wealth, LLC 2.13% Add +15.9% 477,690 $27.2M
Allworth Financial LP 0.13% Add +27.4% 476,779 $27.2M
Tidal Investments LLC 0.18% Reduce -14.9% 476,540 $27.2M
Per Stirling Capital Management, LLC. 3.54% Add +4.8% 476,314 $27.2M
Salomon & Ludwin, LLC 2.68% Reduce -3.0% 474,437 $27.1M
American Trust 2.55% Add +1029.9% 474,220 $27.0M
Abacus Planning Group, Inc. 4.02% Add +10.7% 473,350 $27.0M
Cwm, LLC 0.10% Reduce -1.0% 472,523 $26.9M
Pinnacle Associates Ltd. 0.39% Add +5.9% 471,516 $26.9M
Exchange Traded Concepts, LLC 0.34% New 471,142 $26.9M
Jordan Park Group LLC 1.74% Reduce -18.9% 470,806 $26.8M
St. Louis Trust Co 3.54% Reduce -4.9% 466,124 $26.6M
Horizon Investments, LLC 0.42% Reduce -1.2% 465,963 $26.6M
Fairview Capital Investment Management, LLC 1.37% Add +39.5% 465,739 $26.6M
Sage Mountain Advisors LLC 1.73% Add +9.8% 465,615 $26.5M
Hassell Wealth Management, LLC 9.65% Add +2.7% 451,454 $26.4M
Relyea Zuckerberg Hanson LLC 3.09% Add +0.4% 462,926 $26.4M
Tenret Co LLC 14.37% Reduce -1.1% 461,910 $26.3M
1900 Wealth Management LLC 1.98% Add +3.6% 460,205 $26.2M
Exencial Wealth Advisors, LLC 0.92% Add +10.1% 459,531 $26.2M
Trinity Financial Advisors LLC 8.00% Add +3.3% 458,163 $26.1M
NDVR, Inc. 24.13% Add +0.5% 451,501 $25.7M
Prime Buchholz LLC 8.17% Reduce -2.3% 448,792 $25.6M
Cypress Financial Planning LLC 8.37% Add +2.2% 447,059 $25.5M
Schroder Investment Management Group 0.02% Add +1387.8% 446,789 $25.5M
Choate Investment Advisors 0.55% Add +23.9% 446,398 $25.4M
Invst, LLC 3.17% Add +142.8% 446,144 $25.4M
Pinnacle Wealth Management Advisory Group, LLC 2.09% Add +4.5% 442,058 $25.2M
FSA Wealth Management LLC 9.75% Reduce -5.9% 438,479 $25.0M
Nadler Financial Group, Inc. 2.54% Add +61.2% 435,521 $24.8M
Toews Corp. 3.59% Reduce -10.7% 432,581 $24.7M
Hurlow Wealth Management Group, Inc. 6.91% Reduce -0.5% 428,980 $24.5M
SilverOak Wealth Management LLC 4.55% Add +9.9% 425,431 $24.3M
Mosaic Family Wealth Partners, LLC 3.08% Add +7.9% 423,979 $24.2M
Twele Capital Management, Inc. 4.79% Reduce -3.7% 423,541 $24.1M
Operose Advisors LLC 6.79% Add +5.0% 422,528 $24.1M
Up Strategic Wealth Investment Advisors LLC 18.75% Reduce -0.4% 421,867 $24.1M
Balentine LLC 0.93% Add +1.5% 421,090 $24.0M
Heritage Trust Co 2.76% Reduce -1.6% 418,870 $23.9M
AdvisorNet Financial, Inc 1.53% Add +6.7% 416,736 $23.8M
Inlight Wealth Management, LLC 12.29% Add +9.6% 416,549 $23.7M
Pittenger & Anderson Inc. 0.87% Add +2.8% 415,271 $23.7M
Beirne Wealth Consulting Services, LLC 7.67% Add +5.9% 414,690 $23.6M
Laird Norton Wetherby Trust Company, LLC 3.25% Add +2.3% 414,581 $23.6M
Fort Washington Investment Advisors Inc. 0.14% Reduce -0.3% 413,357 $23.6M
Principal Financial Group Inc. 0.01% Reduce -5.3% 411,304 $23.4M
Motive Wealth Advisors 10.66% Add +19.0% 410,656 $23.4M
Simmons Bank 1.67% Reduce -2.3% 410,617 $23.4M
Modern Wealth Management, LLC 0.57% Reduce -2.3% 409,508 $23.3M
World Investment Advisors 0.53% Add +3.6% 407,894 $23.3M
Zuckerman Investment Group, LLC 2.26% Add +2.7% 406,892 $23.2M
LBMC Investment Advisors, LLC 1.65% Add +1.7% 406,696 $23.2M
Myecfo, LLC 11.37% Add +1.2% 406,528 $23.2M
Iron Horse Wealth Management, LLC 6.82% Add +1.4% 405,739 $23.1M
Level Financial Advisors 7.13% Add +0.9% 402,018 $22.9M
Global Retirement Partners, LLC 0.57% — 400,008 $22.8M
Fiduciary Group, LLC 2.14% Add +0.6% 399,571 $22.8M
Ieq Capital, LLC 0.14% Reduce -5.4% 399,331 $22.8M
Bear Mountain Capital, Inc. 8.15% Add +1.2% 401,866 $22.8M
Cardiff Park Advisors, LLC 1.96% Add +9.2% 398,615 $22.7M
Advocate Group LLC 4.04% Add +1.6% 396,615 $22.6M
United Capital Financial Advisors, LLC 0.18% Reduce -1.4% 396,543 $22.6M
Hudock, Inc. 3.63% Reduce -1.5% 396,163 $22.6M
Burkett Financial Services, LLC 8.12% Reduce -1.9% 395,778 $22.6M
Vident Advisory, LLC 0.25% Add +219.1% 389,567 $22.2M
Anderson Hoagland & Co. 2.11% Add +0.6% 387,385 $22.1M
Guardian Wealth Advisors, LLC 13.06% Add +1.7% 386,914 $22.1M
Stephenson & Company, Inc. 13.39% Add +2.3% 386,689 $22.0M
Hamilton Wealth, LLC 4.92% Add +5440.4% 386,222 $22.0M
Waterford Advisors, LLC 8.06% Reduce -99.8% 873 $21.8M
Copperwynd Financial, LLC 5.44% Reduce -17.9% 382,216 $21.8M
Orin Green Financial, LLC 9.14% Reduce -1.3% 378,769 $21.6M
Northeast Investment Management 0.92% Add +87.0% 378,540 $21.6M
VestGen Advisors, LLC 0.85% Reduce -7.6% 375,375 $21.4M
Intergy Private Wealth, LLC 7.27% Reduce -0.1% 373,695 $21.3M
Kaleidoscope Capital LP 8.45% Add +0.8% 373,597 $21.3M
Aspire Private Capital, LLC 4.95% Reduce -1.7% 373,183 $21.3M
Echo45 Advisors LLC 13.36% Reduce -1.0% 371,504 $21.2M
Equitable Holdings, Inc. 0.17% Add +14.6% 370,871 $21.1M
Bay Harbor Wealth Management, LLC 6.12% Reduce -2.0% 370,452 $21.1M
Transamerica Financial Advisors, LLC 1.98% Add +0.8% 369,846 $21.1M
Integrated Wealth Concepts LLC 0.21% Reduce -2.5% 369,419 $21.1M
Libra Wealth LLC 6.88% Reduce -15.1% 368,965 $21.0M
Wealthspire Retirement, LLC 1.39% Add +5.0% 368,204 $21.0M
Harbour Investments, Inc. 0.53% Add +3.2% 368,123 $21.0M
CANADA LIFE ASSURANCE Co 0.03% Add +14.4% 366,914 $21.0M
Kanawha Capital Management LLC 1.56% Add +7.0% 367,943 $21.0M
F/m Investments LLC 0.76% Reduce -1.3% 367,849 $21.0M
Advisory Services Network, LLC 0.34% Add +15.4% 372,683 $21.0M
Franklin Resources Inc. 0.01% Add +7.9% 366,358 $20.9M
Drive Wealth Management, LLC 4.56% Add +2.8% 364,665 $20.8M
Accredited Investors Inc. 1.23% Reduce -2.6% 364,214 $20.8M
Dravo Bay LLC 10.04% Reduce -0.9% 361,545 $20.7M
Aletheian Wealth Advisors LLC 10.16% Add +4.2% 362,391 $20.7M
Advisor OS, LLC 2.03% Add +59.6% 362,108 $20.6M
Parkside Advisors LLC 4.50% Add +4.2% 358,942 $20.5M
Wealth Forward, LLC 13.72% Reduce -1.1% 358,244 $20.4M
Precedent Wealth Partners, LLC 4.98% Add +46.4% 356,922 $20.3M
Legacy Financial Group LLC 2.83% Add +13.3% 355,506 $20.3M
Argent Trust Co 0.76% Add +12.2% 353,898 $20.2M
Plancorp, LLC 0.70% Reduce -8.1% 353,224 $20.1M
Wealth Management Strategies, Inc. 10.79% Add +12.6% 352,267 $20.1M
One Degree Advisors Inc 7.15% Add +23.9% 352,097 $20.1M
Guardian Wealth Advisors, LLC / NC 1.40% Add +5.7% 348,607 $19.9M
NewSquare Capital LLC 1.47% Reduce -1.2% 346,452 $19.8M
American Money Management, LLC 3.49% Add +0.7% 346,125 $19.7M
Okabena Investment Services Inc. 4.34% Add +37.5% 343,036 $19.6M
Focus Financial Network, Inc. 0.77% Add +8.8% 343,008 $19.6M
Atmos Advisory, LLC 12.43% Reduce -3.4% 341,907 $19.5M
Rossmore Private Capital 2.28% Add +2.1% 341,231 $19.5M
Bradley Foster & Sargent Inc. 0.30% Add +20.5% 335,804 $19.1M
REDW Wealth LLC 7.58% Reduce -23.7% 334,305 $19.1M
Sand Hill Global Advisors, LLC 0.70% Add +2.4% 331,651 $18.9M
Park Place Capital Corp 4.28% Add +5.0% 329,595 $18.8M
Level Wealth Management LLC 10.85% Reduce -13.7% 327,304 $18.7M
Raelipskie Partnership 8.54% Add +0.1% 327,158 $18.7M
CW Advisors, LLC 0.18% Add +10.5% 325,695 $18.6M
PFG Private Wealth Management, LLC 9.54% Add +3.4% 324,956 $18.5M
Future You Wealth LLC 10.00% Add +15.9% 323,288 $18.4M
QRG Capital Management, Inc. 0.16% Add +6.2% 320,673 $18.3M
Applied Capital LLC 8.04% Add +0.8% 320,397 $18.3M
Bricktown Capital, LLC 3.29% No change 318,764 $18.2M
Signal Tree Financial Partners LLC 15.58% Add +8.5% 317,493 $18.1M
Fort Point Capital Partners LLC 1.81% Add +2.1% 317,481 $18.1M
Battery Global Advisors, LLC 8.90% Add +13.3% 316,563 $18.0M
Empower Advisory Group, LLC 0.05% Reduce -7.1% 315,956 $18.0M
Flputnam Investment Management Co. 0.31% Add +3.0% 314,721 $17.9M
Telos Capital Management, Inc. 1.81% Add +0.6% 311,466 $17.8M
Rareview Capital LLC 11.18% Reduce -17.1% 310,735 $17.7M
Kearns & Associates LLC 10.12% Add +3.9% 309,717 $17.7M
Chilton Capital Management LLC 0.65% Reduce -1.8% 309,124 $17.6M
MJP Associates Inc. 2.61% Add +80.4% 308,525 $17.6M
Penney Financial, LLC 8.93% Add +3.1% 308,048 $17.6M
Rodgers & Associates, LTD 1.92% Reduce -0.9% 307,280 $17.5M
Latigo Investments, LLC 9.01% No change 306,975 $17.5M
Summit Wealth Group, LLC 4.49% Add +0.6% 306,878 $17.5M
Cornerstone Wealth Advisors, Inc. 4.49% Reduce -2.4% 304,551 $17.4M
Vestmark Advisory Solutions, Inc. 0.25% Add +45.4% 303,394 $17.3M
Arcataur Capital Management LLC 5.38% Add +2.1% 302,165 $17.2M
Portland Global Advisors LLC 2.02% Add +0.6% 301,480 $17.2M
Fifth Third Securities, Inc. 1.29% Add +54.0% 301,320 $17.2M
HT Partners LLC 5.19% Add +0.1% 298,046 $17.0M
Marathon Mission, Inc. 10.78% Add +4.8% 297,606 $17.0M
Cornerstone Planning Group LLC 3.45% Reduce -73.7% 297,115 $16.9M
Discipline Wealth Solutions, LLC 6.46% Add +4.9% 295,844 $16.9M
Ashton Thomas Private Wealth, LLC 0.59% Add +3.5% 295,412 $16.8M
Bordeaux Wealth Advisors LLC 2.14% Add +6.6% 292,597 $16.7M
MBM Wealth Consultants, LLC 4.45% Add +1.9% 291,563 $16.6M
Fairway Wealth LLC 5.31% Add +1.0% 291,429 $16.6M
Cambridge Capital Management, LLC 8.83% Reduce -0.1% 288,620 $16.5M
Segall Bryant & Hamill, LLC 0.23% New 286,523 $16.3M
Austin Private Wealth, LLC 1.29% Reduce -24.6% 285,667 $16.3M
Perigon Wealth Management, LLC 0.38% Add +2.0% 285,460 $16.3M
Riversedge Advisors, LLC 3.18% Add +1.1% 285,258 $16.3M
Trust Co of the South 2.88% Add +29.9% 284,352 $16.2M
Ascent Group, LLC 0.63% Reduce -4.5% 283,787 $16.2M
Cherry Tree Wealth Management, LLC 3.74% Add +0.3% 282,425 $16.1M
O'shaughnessy Asset Management, LLC 0.11% Add +2.9% 282,171 $16.1M
Regal Investment Advisors LLC 1.20% Reduce -1.8% 281,192 $16.0M
Oppenheimer & Co. Inc. 0.21% Add +20.6% 280,689 $16.0M
Gordian Advisors LLC 11.33% Add +4.7% 277,715 $15.8M
Concurrent Investment Advisors, LLC 0.31% Add +28.8% 277,686 $15.8M
Warner Financial, Inc. 6.52% Add +6.0% 277,185 $15.8M
Payne Capital Management, LLC 6.09% Add +5.3% 277,164 $15.8M
Rialto Wealth Management, LLC 4.41% Add +1.7% 277,000 $15.8M
CoreCap Advisors, LLC 0.64% Add +2.4% 276,639 $15.8M
Continuum Wealth Advisors, LLC 7.57% Add +31.3% 276,564 $15.8M
Bailard, Inc. 0.37% Reduce -0.6% 276,374 $15.8M
Stratos Wealth Partners, LTD. 0.21% Reduce -15.2% 275,685 $15.7M
Mather Group, Llc. 0.17% Reduce -7.4% 275,685 $15.7M
Jmac Enterprises LLC 3.36% Add +35.1% 275,136 $15.7M
RFG Advisory, LLC 0.37% Reduce -8.7% 274,096 $15.6M
CFS Investment Advisory Services, LLC 1.27% Add +0.8% 273,060 $15.6M
Rinkey Investments 4.67% Reduce -14.3% 272,524 $15.5M
Dynamic Advisor Solutions LLC 0.48% Reduce -7.6% 271,018 $15.5M
Buck Wealth Strategies, LLC 2.34% Add +21.5% 269,087 $15.3M
Topsail Wealth Management, LLC 2.80% Add +0.0% 268,589 $15.3M
Smith, Moore & Co. 1.28% Reduce -1.4% 268,425 $15.3M
Ade, LLC 8.10% Add +0.8% 267,089 $15.2M
Integrity Wealth Solutions LLC 7.40% Reduce -0.4% 266,377 $15.2M
Stewardship Advisors, LLC 3.83% Reduce -0.8% 265,373 $15.1M
Signature Estate & Investment Advisors LLC 0.35% Add +13.1% 264,612 $15.1M
Parkwood LLC 1.37% Add +458.8% 262,127 $14.9M
Chesley Taft & Associates LLC 0.67% Add +5.0% 261,673 $14.9M
Moller Wealth Partners 3.28% Add +2.9% 260,918 $14.9M
Clearstead Advisors, LLC 0.21% Reduce -4.0% 260,542 $14.9M
Bristlecone Advisors, LLC 1.25% Add +5.1% 260,470 $14.8M
Sterling Wealth Management, Inc. 5.04% — 259,228 $14.8M
Axxcess Wealth Management, LLC 0.35% Add +26.7% 259,063 $14.8M
Ausdal Financial Partners, Inc. 0.98% Reduce -4.0% 258,726 $14.7M
FMA Wealth Management, LLC 10.86% Add +1.2% 257,459 $14.7M
Lanark Financial, Inc. 1.20% Add +81.4% 256,913 $14.6M
Texas Capital Bank Wealth Management Services Inc 1.37% Reduce -6.8% 256,842 $14.6M
Aerodigm Wealth, LLC 7.03% Add +13.1% 256,764 $14.6M
Rochester Wealth Strategies, LLC 10.47% Add +11.4% 256,021 $14.6M
Retirement Wealth Solutions LLC 10.65% Reduce -2.6% 255,882 $14.6M
Whitegate Investment Counselors, Inc. 4.94% Add +2.9% 255,002 $14.5M
Hillcrest Wealth Advisors - NY, LLC 6.81% Add +3.1% 254,083 $14.5M
Wooster Corthell Wealth Management, Inc. 2.67% Reduce -1.3% 252,912 $14.4M
Smith & Howard Wealth Management, LLC 3.65% Reduce -2.6% 252,652 $14.4M
Zhang Financial LLC 0.66% Add +56.3% 252,643 $14.4M
Amara Financial, Llc. 12.67% Reduce -0.1% 252,377 $14.4M
Investment Partners, LTD. 5.42% Add +24.0% 251,120 $14.3M
YANKCOM Partnership 7.00% Reduce -0.2% 251,072 $14.3M
Drucker Wealth 3.0, LLC 2.76% Reduce -8.1% 249,553 $14.3M
Ritholtz Wealth Management 0.31% Add +41.8% 249,688 $14.2M
Keystone Global Partners, LLC 7.75% Add +2.2% 249,553 $14.2M
Hilltop Wealth Advisors, LLC 7.96% Add +44.1% 248,670 $14.2M
Towerpoint Wealth, LLC 6.28% Add +1.5% 248,640 $14.2M
First Manhattan Co. Llc. 0.04% Add +10.4% 248,571 $14.2M
Schneider Downs Wealth Management Advisors, LP 2.11% Add +44.9% 247,874 $14.1M
Crestmont Private Wealth LLC 5.08% Add +0.4% 246,364 $14.0M
Brighton Jones LLC 0.38% Reduce -0.0% 245,763 $14.0M
Ariel Investments 0.16% Add +84.7% 245,539 $14.0M
Carrera Capital Advisors 2.82% Add +6.4% 245,446 $14.0M
Causeway Capital Management LLC 0.22% Reduce -39.6% 245,142 $14.0M
Gill Capital Partners, LLC 4.49% Add +2.2% 244,534 $13.9M
Gould Capital, LLC 9.28% Reduce -0.2% 243,745 $13.9M
Asset Allocation Strategies LLC 3.07% Reduce -24.6% 243,347 $13.9M
Hiley Hunt Wealth Management 7.00% Add +1.0% 245,343 $13.9M
Brown Wealth Management, LLC 4.29% Reduce -3.0% 242,299 $13.8M
Nwam LLC 0.80% Add +203.4% 243,496 $13.8M
VCI Wealth Management LLC 4.83% Add +8.8% 241,970 $13.8M
Gotham Asset Management 0.08% Add +1.2% 241,808 $13.8M
Financial Engines Advisors L.L.C. 0.03% Reduce -24.9% 241,780 $13.8M
Bessemer Group Inc. 0.02% Add +26.1% 241,266 $13.8M
NewEdge Wealth, LLC 0.21% Add +12.0% 234,896 $13.6M
Seven Post Investment Office LP 5.05% Add +1.9% 235,339 $13.4M
OneDigital Investment Advisors LLC 0.15% Add +17.1% 234,384 $13.4M
Epacria Capital Partners, LLC 11.20% No change 234,089 $13.3M
Breed's Hill Capital LLC 6.41% Reduce -2.6% 233,632 $13.3M
Omnia Family Wealth, LLC 4.79% Add +10.9% 232,021 $13.2M
Central Bank & Trust Co. 2.16% Add +8.7% 232,014 $13.2M
Kings Path Partners LLC 5.31% Reduce -8.5% 231,331 $13.2M
Unconventional Investor, LLC 7.28% Reduce -1.2% 230,946 $13.2M
Ashton Thomas Securities, LLC 3.17% Reduce -0.8% 229,651 $13.1M
CSM Advisors, LLC 0.38% No change 229,506 $13.1M
White Wing Wealth Management 8.79% Add +0.4% 227,504 $13.0M
Tenon Financial LLC 5.67% Add +1.4% 225,083 $12.8M
Ensign Peak Advisors, Inc 0.02% New 222,384 $12.7M
WESCAP Management Group, Inc. 2.84% Add +20.8% 218,824 $12.5M
Halbert Hargrove Global Advisors, LLC 0.65% Reduce -3.9% 218,619 $12.5M
Gutierrez Wealth Advisory, LLC 8.34% Add +1.3% 218,193 $12.4M
InvesTrust 4.78% Reduce -1.7% 217,261 $12.4M
IFG Advisors, LLC 2.08% Add +0.3% 217,065 $12.4M
Lodestar Private Asset Management LLC 1.43% Reduce -0.4% 217,018 $12.4M
Fca Corp. 3.69% Add +1.7% 216,382 $12.3M
HB Wealth Management, LLC 0.10% Reduce -7.2% 215,825 $12.3M
Ebor Charitable Trust 24.47% Reduce -7.5% 214,948 $12.3M
AllSquare Wealth Management LLC 6.87% Reduce -1.6% 214,702 $12.2M
Frisco Financial Planning LLC 11.10% Reduce -0.4% 214,005 $12.2M
Quantinno Capital Management LP 0.05% Add +123.3% 213,003 $12.1M
Camden National Bank 1.75% Add +5.8% 212,939 $12.1M
Goldstone Financial Group, LLC 1.60% Add +7.5% 211,290 $12.1M
Highview Capital Management LLC 4.66% Add +1.1% 211,624 $12.1M
Capital International Investors 0.00% Reduce -17.1% 212,060 $12.1M
Horizons Wealth Management 8.68% Reduce -0.5% 210,393 $12.0M
Deane Retirement Strategies, Inc. 5.35% New 209,517 $11.9M
Etesian Wealth Advisors, Inc. 4.45% Add +5.6% 209,403 $11.9M
FF Advisors,LLC 6.19% Add +1.6% 209,280 $11.9M
Matrix Asset Advisors Inc. 1.20% Reduce -0.6% 208,795 $11.9M
Silvercrest Asset Management Group LLC 0.08% Add +1.3% 208,783 $11.9M
First Citizens Bank & Trust Co. 0.21% Add +2.8% 208,246 $11.9M
Vishria Bird Financial Group, LLC 3.95% New 208,205 $11.9M
Talon Private Wealth, LLC 1.63% Add +4.5% 207,307 $11.8M
Evercore Wealth Management, LLC 0.18% Add +1.3% 206,527 $11.8M
Pine Valley Investments Ltd Liability Co 0.69% Reduce -1.1% 206,378 $11.8M
Values Added Financial LLC 5.70% Add +0.4% 206,256 $11.8M
Mackenzie Financial Corp. 0.02% Add +2.1% 204,925 $11.7M
Eagle Bay Advisors LLC 9.64% Reduce -12.5% 204,634 $11.7M
SBI Securities Co., Ltd. 0.33% Add +3.3% 204,002 $11.6M
1834 Investment Advisors Co. 1.47% Add +0.0% 203,549 $11.6M
IFP Advisors, Inc 0.33% Add +0.2% 203,218 $11.6M
Wind River Trust Co 4.64% Reduce -4.3% 202,977 $11.6M
CGN Advisors LLC 1.03% Add +5.2% 202,160 $11.5M
BCGM Wealth Management, LLC 3.21% New 199,702 $11.4M
Mgo One Seven LLC 0.37% Add +11.0% 199,355 $11.4M
Objectivity Squared, LLC 7.80% Reduce -10.2% 199,011 $11.3M
Mittelman Wealth Management 9.50% Reduce -22.2% 197,471 $11.3M
Snowden Capital Advisors LLC 0.33% Reduce -1.2% 197,263 $11.2M
Staley Capital Advisers Inc. 0.48% Add +3.3% 197,101 $11.2M
Dorsey & Whitney Trust CO LLC 0.59% Add +5.0% 196,989 $11.2M
RiverGlades Family Offices LLC 7.36% Add +6.7% 196,916 $11.2M
Enclave Advisors LLC 1.81% Add +9.8% 196,729 $11.2M
Blueprint Investment Partners LLC 1.99% Add +158.2% 196,309 $11.2M
B. Riley Wealth Advisors, Inc. 0.54% Reduce -27.3% 195,217 $11.1M
One Day In July LLC 1.01% Reduce -31.1% 195,106 $11.1M
First National Bank of Omaha 0.72% Add +5.2% 194,737 $11.1M
Manske Wealth Management 3.66% Add +4.9% 194,185 $11.1M
Martel Wealth Advisors LLC 2.05% Reduce -3.9% 193,921 $11.1M
Fonville Wealth Management LLC 2.80% Add +2.5% 193,905 $11.1M
K2 Financial Inc. 9.75% Reduce -5.2% 196,068 $11.1M
Nisa Investment Advisors, LLC 0.05% Reduce -0.2% 193,580 $11.0M
Kitching Partners, LLC 11.24% Add +20.4% 193,555 $11.0M
BKM Wealth Management, LLC 4.29% Reduce -2.1% 192,776 $11.0M
Sterling Group Wealth Management, LLC 6.08% Reduce -4.1% 192,641 $11.0M
Parsons Capital Management Inc. 0.67% Add +0.2% 191,847 $10.9M
Clarity Wealth Development LLC 10.86% Add +1.6% 191,336 $10.9M
Opus Capital Group, LLC 1.31% Reduce -0.2% 191,193 $10.9M
Birchbrook, Inc. 5.84% Reduce -2.6% 191,135 $10.9M
Interactive Financial Advisors, Inc. 5.30% Reduce -7.0% 190,887 $10.9M
AE Wealth Management LLC 0.08% Add +6.0% 190,551 $10.9M
Vise Technologies, Inc. 0.45% — 190,199 $10.8M
Consolidated Portfolio Review Corp 1.49% Add +1.7% 188,949 $10.8M
First Heartland Consultants, Inc. 0.95% Add +13.4% 186,777 $10.6M
Phoenix Wealth Advisors 4.44% Add +21.2% 186,068 $10.6M
Trace Wealth Advisors, LLC 8.60% Add +1.4% 184,752 $10.5M
Cape Cod Five Cents Savings Bank 0.96% No change 199,278 $10.5M
Hohimer Wealth Management, LLC 1.88% Add +11.9% 183,575 $10.5M
Centerline Wealth Advisors, LLC 5.14% Reduce -6.3% 183,568 $10.5M
Avant Financial Advisors LLC 8.61% Add +0.1% 183,369 $10.5M
Fortitude Family Office, LLC 3.46% Add +249.3% 183,259 $10.4M
Von Berge Wealth Management Group, LLC 5.85% Add +2.1% 181,751 $10.4M
Rockbridge Investment Management, LCC 1.11% Add +0.8% 182,324 $10.4M
Gould Asset Management LLC 2.03% Reduce -6.5% 181,811 $10.4M
Strategic Blueprint, LLC 0.51% Add +1.0% 181,780 $10.4M
Live Oak Investment Partners 7.94% Reduce -2.4% 181,217 $10.3M
Diversified Trust Co. 0.23% Add +135.1% 181,139 $10.3M
Cadence Bank 0.68% Add +4.2% 180,467 $10.3M
Integrated Investment Consultants, LLC 2.01% Add +2.4% 179,073 $10.2M
Auour Investments LLC 3.51% Reduce -5.6% 179,022 $10.2M
Aurelius Family Office LLC 4.80% Add +0.1% 178,321 $10.2M
Marshall Financial Group Inc. 3.04% Reduce -3.4% 177,962 $10.1M
Fifth Third Wealth Advisors LLC 0.42% Add +31.9% 176,667 $10.1M
Coastline Trust Co 1.15% Add +30.9% 176,497 $10.1M
Capasso Planning Partners LLC 5.69% Reduce -37.1% 176,445 $10.1M
Waller Financial Planning Group, Inc. 2.43% Add +3.6% 176,054 $10.0M
Dynasty Wealth Management, LLC 0.17% New 175,878 $10.0M
William Mack & Associates, Inc. 6.37% Add +96.5% 175,817 $10.0M
Apollon Wealth Management, LLC 0.20% Add +4.6% 175,030 $10.0M
Roth Financial Partners LLC 3.60% Add +0.4% 175,048 $10.0M
CBIZ Investment Advisory Services, LLC 0.44% Reduce -8.8% 174,541 $10.0M
New Hampshire Trust 2.08% Add +1.2% 174,330 $9.9M
Shotwell Rutter Baer Inc 6.73% Add +0.5% 173,112 $9.9M
Newport Capital Group, LLC 6.71% Add +2.2% 173,624 $9.9M
Tarbox Family Office, Inc. 1.48% Add +1.5% 173,089 $9.9M
Stonehearth Capital Management, LLC 4.08% Reduce -2.2% 172,970 $9.9M
Security Financial Services, INC. 1.74% Reduce -1.5% 172,513 $9.8M
Fiduciary Wealth Partners, LLC 9.25% Reduce -67.5% 172,224 $9.8M
Tortoise Investment Management, LLC 0.93% Add +2.0% 171,889 $9.8M
Main Street Financial Solutions, LLC 0.71% Add +18.9% 171,742 $9.8M
Obermeyer Wealth Partners 0.49% Add +8.2% 171,200 $9.8M
First Bancorp, Inc 5.59% Reduce -0.5% 170,703 $9.7M
MSH Capital Advisors LLC 2.80% Add +8.1% 170,610 $9.7M
Mission Hills Financial Advisory, LLC 6.03% Reduce -2.5% 170,493 $9.7M
Sigma Planning Corp 0.29% Reduce -0.0% 169,920 $9.7M
Maripau Wealth Management LLC 4.82% Reduce -18.0% 166,715 $9.6M
Global Strategic Investment Solutions, LLC 1.02% Reduce -1.7% 167,353 $9.5M
Foundations Investment Advisors, LLC 0.15% Add +92.7% 166,759 $9.5M
SouthState Bank Corp 0.42% Reduce -19.9% 166,707 $9.5M
Quattro Financial Advisors LLC 3.35% Reduce -6.6% 166,643 $9.5M
Frank, Rimerman Advisors LLC 0.64% Add +0.8% 166,271 $9.5M
Trust Co. of Vermont 0.44% Reduce -0.5% 165,672 $9.4M
DBK Financial Counsel, LLC 8.46% Reduce -2.5% 164,174 $9.4M
Proficio Capital Partners LLC 0.58% Add +640.7% 164,160 $9.4M
Johnson Bixby & Associates, LLC 1.28% Reduce -12.4% 163,167 $9.3M
Avos Capital Management, LLC 5.29% Add +118.7% 162,647 $9.3M
Elevated Capital Advisors, LLC 2.59% No change 181,887 $9.2M
Retirement Planning Group, LLC 0.39% Reduce -2.1% 162,013 $9.2M
Paulson Wealth Management Inc. 2.39% Reduce -0.5% 161,915 $9.2M
Black Diamond Financial, LLC 1.43% Reduce -0.3% 161,865 $9.2M
AlphaStar Capital Management, LLC 0.64% New 160,752 $9.2M
Associated Banc-Corp 0.26% Add +14.8% 160,273 $9.1M
Roundview Capital LLC 0.61% Add +9.8% 160,253 $9.1M
Kraft, Davis & Associates, LLC 2.50% Add +6.6% 159,741 $9.1M
Stratos Wealth Advisors, LLC 0.48% Reduce -13.2% 159,928 $9.1M
Rosenberg Matthew Hamilton 2.11% Reduce -2.2% 159,031 $9.1M
Michelson Medical Research Foundation, Inc. 8.65% No change 158,160 $9.0M
Monument Group Wealth Advisors, LLC 5.67% Reduce -11.4% 157,921 $9.0M
Blue Investment Partners LLC 3.16% Add +54.1% 157,884 $9.0M
Integrated Advisors Network LLC 0.41% Reduce -18.0% 157,868 $9.0M
Atlatl Advisers LLC 4.25% Add +8.2% 157,479 $9.0M
Pitcairn Co. 0.59% Add +0.4% 157,079 $9.0M
Prudent Man Advisors, LLC 2.83% Reduce -0.3% 150,500 $8.9M
Tilson Financial Group, Inc. 3.33% Reduce -6.0% 154,969 $8.8M
Sandy Cove Advisors, LLC 3.18% Add +1.3% 154,617 $8.8M
PFW Advisors LLC 2.70% Reduce -5.9% 154,222 $8.8M
Diversify Advisory Services, LLC 0.33% Add +73.1% 149,618 $8.7M
Arete Wealth Advisors, LLC 0.62% Add +3.5% 153,041 $8.7M
CWA Asset Management Group, LLC 0.37% Add +8.4% 152,346 $8.7M
Grove Bank & Trust 1.08% Add +120.6% 152,214 $8.7M
Roberts Wealth Advisors, LLC 2.48% Reduce -0.1% 151,516 $8.6M
American Investment Services, Inc. 2.20% Reduce -5.5% 151,271 $8.6M
Centennial Bank 3.59% Add +2.1% 150,141 $8.6M
Campion Asset Management 6.42% Add +2.5% 150,051 $8.6M
Savvy Advisors, Inc. 0.57% Add +16.6% 149,243 $8.5M
Headinvest, LLC 1.81% Add +17.2% 149,033 $8.5M
Seldon Capital LP 3.69% No change 149,017 $8.5M
Emprise Bank 4.08% Add +27.6% 148,986 $8.5M
Prosperity Consulting Group, LLC 0.61% Reduce -5.5% 147,396 $8.4M
Becker Capital Management Inc. 0.26% Reduce -5.4% 147,208 $8.4M
Cary Street Partners Financial LLC 0.23% Add +2.4% 165,064 $8.4M
Nicolet Bankshares Inc. 1.44% Add +25.8% 146,382 $8.3M
BSW Wealth Partners 1.14% Add +18.2% 145,858 $8.3M
Mycio Wealth Partners, LLC 1.92% Reduce -3.1% 145,693 $8.3M
CVA Family Office, LLC 1.16% Reduce -0.3% 144,956 $8.3M
Redwood Investment Management, LLC 0.88% Add +14.2% 144,771 $8.3M
Meridian Wealth Advisors, LLC 1.30% Add +24.4% 144,526 $8.2M
FSB Premier Wealth Management, Inc. 2.93% Reduce -5.0% 143,942 $8.2M
Plum Street Advisors, LLC 3.60% Reduce -1.4% 142,940 $8.1M
Symmetry Partners, LLC 1.00% Reduce -14.9% 142,383 $8.1M
Algorithmic Investment Models, LLC 5.55% Add +16.9% 142,294 $8.1M
Three Bridge Wealth Advisors, LLC 2.14% Add +2.9% 142,191 $8.1M
Windsor Capital Management, LLC 2.36% Reduce -3.9% 141,898 $8.1M
Elmwood Wealth Management, Inc. 3.20% Add +0.6% 141,754 $8.1M
Avidian Wealth Enterprises, LLC 0.33% Reduce -8.2% 141,607 $8.1M
Beacon Financial Strategies CORP 5.07% Reduce -0.4% 141,489 $8.1M
Koshinski Asset Management, Inc. 0.61% Reduce -3.4% 140,574 $8.0M
Park National Corp. 0.26% Add +59.5% 139,863 $8.0M
Forbes Financial Planning, Inc. 5.38% Reduce -26.0% 139,806 $8.0M
First Financial Corp. 3.55% Add +1.4% 139,491 $8.0M
Elite Life Management LLC 20.37% Add +14.4% 138,819 $7.9M
Capital Asset Advisory Services LLC 0.37% Add +28.0% 138,914 $7.9M
Waldron Private Wealth LLC 0.34% Reduce -1.9% 138,451 $7.9M
PAX Financial Group, LLC 1.50% Reduce -5.7% 137,958 $7.9M
Peak Retirement Planning, Inc. 3.17% Add +330.4% 137,685 $7.8M
Procyon Advisors, LLC 0.74% Add +3.8% 137,428 $7.8M
Fidelis Capital Partners, LLC 0.71% Reduce -2.5% 136,196 $7.8M
Joule Financial, LLC 2.53% Reduce -0.6% 136,821 $7.8M
KilterHowling LLC 4.63% Add +0.9% 136,244 $7.8M
Aspiriant, LLC 0.24% Reduce -7.6% 134,618 $7.7M
Great Valley Advisor Group, Inc. 0.17% Reduce -43.7% 134,411 $7.7M
Brandywine Trust Co. 1.17% Reduce -1.4% 134,083 $7.6M
Cerity Partners OCIO LLC 0.42% No change 133,940 $7.6M
Twin Focus Capital Partners, LLC 1.07% Add +6.2% 133,626 $7.6M
Lansing Street Advisors 2.26% Reduce -31.9% 133,315 $7.6M
XY Planning Network, Inc. 2.59% Add +45.2% 133,205 $7.6M
National Philanthropic Trust 0.10% Reduce -4.8% 133,136 $7.6M
Sebold Capital Management, Inc. 4.66% Reduce -0.0% 132,566 $7.6M
Barrow Hanley Mewhinney & Strauss LLC 0.03% Reduce -39.9% 132,404 $7.5M
VSM Wealth Advisory, LLC 2.49% Add +2.3% 132,394 $7.5M
Jim Saulnier & Associates, LLC 5.11% Reduce -5.1% 131,497 $7.5M
Victrix Investment Advisors 3.29% Add +11.9% 130,538 $7.4M
Compton Wealth Advisory Group, LLC 1.88% No change 130,272 $7.4M
Liberty Capital Management, Inc. 1.50% Reduce -0.3% 130,170 $7.4M
Berkshire Asset Management LLC 0.34% No change 129,923 $7.4M
Resolute Advisors LLC 1.84% Add +2.9% 129,810 $7.4M
Revolve Wealth Partners, LLC 0.96% Reduce -0.1% 129,086 $7.4M
Sound Stewardship, LLC 3.79% Add +5.2% 128,760 $7.3M
Wincap Financial LLC 5.89% Add +6.1% 128,637 $7.3M
Courier Capital LLC 0.44% Add +51.3% 128,260 $7.3M
AlphaCore Capital LLC 0.28% Add +14.2% 128,170 $7.3M
McNamara Financial Services, Inc. 1.44% Reduce -3.3% 127,744 $7.3M
Journey Beyond Wealth, LLC 6.14% Add +2.6% 127,672 $7.3M
Nations Financial Group Inc, /Ia/ 0.50% Reduce -3.3% 126,856 $7.2M
GenTrust, LLC 0.34% Reduce -3.5% 126,854 $7.2M
Old Second National Bank of Aurora 1.57% Add +1072.0% 126,394 $7.2M
Silver Oak Securities, Incorporated 0.60% Reduce -1.5% 125,762 $7.2M
Turtle Creek Wealth Advisors, LLC 0.85% Add +27.6% 125,703 $7.2M
Disciplina Capital Management LLC 0.91% No change 125,615 $7.2M
Grove Street Fiduciary, LLC 3.45% Reduce -0.5% 125,467 $7.2M
Asset Planning Corporation 3.81% Reduce -5.4% 125,442 $7.2M
Sagespring Wealth Partners, LLC 0.15% Add +18.8% 125,165 $7.1M
Brandywine Oak Private Wealth LLC 0.66% Reduce -3.7% 125,158 $7.1M
Jacobi Capital Management LLC 0.47% Reduce -1.7% 124,437 $7.1M
Eclectic Associates Inc. 1.54% Reduce -1.4% 124,193 $7.1M
RS Crum Inc. 1.69% Reduce -0.1% 123,965 $7.1M
Ancora Advisors LLC 0.15% Reduce -0.8% 123,783 $7.1M
Smartleaf Asset Management LLC 0.62% Reduce -3.9% 124,147 $7.1M
BlueSky Wealth Advisors, LLC 1.02% Reduce -4.0% 123,673 $7.1M
Walkner Condon Financial Advisors LLC 1.30% Add +6.3% 123,713 $7.0M
Fiduciary Advisors, Inc. 6.19% Reduce -0.7% 123,447 $7.0M
CoreFirst Bank & Trust 3.96% Add +4.6% 123,152 $7.0M
Squarepoint Ops LLC 0.02% New 122,795 $7.0M
Stillwater Capital Advisors, LLC 0.89% Add +2.2% 122,275 $7.0M
Veery Capital, LLC 2.39% Add +1.8% 122,104 $7.0M
Rothschild Wealth LLC 1.69% Add +7.3% 121,143 $6.9M
Chicago Partners Investment Group LLC 0.20% Reduce -7.3% 116,922 $6.8M
Hobart Private Capital, LLC 1.55% Reduce -7.9% 119,693 $6.8M
Creative Financial Designs Inc. 0.49% Reduce -2.3% 119,190 $6.8M
Farrell Financial LLC 4.56% Reduce -0.2% 119,180 $6.8M
Stone Summit Wealth LLC 2.09% Add +12.3% 118,118 $6.7M
Tamar Securities, LLC 0.82% Add +2.8% 117,888 $6.7M
Haverford Trust Co 0.06% No change 116,850 $6.7M
Creekside Partners 3.16% Add +2.5% 116,791 $6.7M
Common Fund for Nonprofit Organizations 0.69% Reduce -65.8% 116,645 $6.6M
TrueWealth Financial Partners 3.64% Add +136.8% 115,652 $6.6M
Fairman Group, LLC 5.41% Reduce -0.6% 115,379 $6.6M
Broadview Financial Management, LLC 4.46% Reduce -3.3% 115,041 $6.6M
Encompass Wealth Advisors, LLC 2.39% Add +0.2% 114,460 $6.5M
Conning Inc. 0.24% Add +75.0% 114,263 $6.5M
Taylor Hoffman Capital Management LLC 2.21% Add +0.0% 113,375 $6.5M
NorthStar Asset Management LLC 3.41% Add +4.4% 113,344 $6.5M
Naples Global Advisors, LLC 0.56% Add +8.4% 113,263 $6.5M
Vectors Research Management, LLC 2.21% Add +108.9% 113,171 $6.5M
Titleist Asset Management, LLC 0.64% Reduce -3.8% 112,975 $6.4M
Tradition Wealth Management, LLC 0.51% Add +7.0% 112,199 $6.4M
LifeGuide Financial Advisors, LLC 2.36% Reduce -3.0% 111,941 $6.4M
RHS Financial, LLC 3.62% Reduce -4.2% 111,889 $6.4M
Verus Wealth Management, LLC 6.36% Reduce -11.2% 110,954 $6.3M
Mitchell McLeod Pugh & Williams Inc. 1.18% Add +4.3% 110,850 $6.3M
Clarity Capital Advisors, LLC 3.69% Reduce -4.7% 110,819 $6.3M
Northland Capital Management LLC 3.88% Add +8.0% 110,686 $6.3M
Interchange Capital Partners, LLC 1.46% Add +1.1% 110,657 $6.3M
Forefront Analytics, LLC 7.02% Add +0.8% 110,174 $6.3M
Narus Financial Partners, LLC 1.96% Add +1.1% 110,033 $6.3M
Sachem Hill LLC 1.28% Reduce -3.5% 109,730 $6.3M
Semitam Bonam LLC 5.88% — 109,569 $6.2M
Strategent Financial, LLC 4.84% Add +11.5% 108,893 $6.2M
Andina Capital Management, LLC 4.34% Add +23.6% 108,745 $6.2M
Wedbush Securities Inc. 0.22% Add +13.8% 108,632 $6.2M
Duncan Williams Asset Management, LLC 1.95% Add +4.8% 108,283 $6.2M
Gradient Capital Advisors, LLC 1.81% Reduce -0.7% 107,667 $6.1M
Blueprint Financial Advisors LLC 1.97% New 107,594 $6.1M
TPG Advisors LLC 4.41% Add +3.8% 106,976 $6.1M
Curi Capital, LLC 0.12% Add +45.1% 106,861 $6.1M
Crescent Grove Advisors, LLC 0.59% Add +1.4% 106,820 $6.1M
Graves Light Lenhart Wealth, Inc. 0.72% No change 106,153 $6.1M
Leo Wealth, LLC 0.47% Add +244.0% 105,808 $6.0M
Csenge Advisory Group 0.32% Add +1.2% 108,134 $6.0M
ICONIQ Capital, LLC 0.10% Add +0.0% 105,305 $6.0M
Stratos Investment Management, LLC 0.27% Reduce -1.2% 104,906 $6.0M
Fort Sheridan Advisors LLC 0.85% Add +6.4% 104,851 $6.0M
Rehmann Capital Advisory Group 0.36% Add +0.9% 104,766 $6.0M
BlackRock, Inc. 0.00% Reduce -0.3% 104,174 $5.9M
Certified Advisory Corp 0.62% Reduce -0.7% 103,972 $5.9M
Financial Counselors Inc. 8.37% Reduce -93.0% 103,843 $5.9M
Bearing Point Capital, LLC 1.08% Add +1.4% 103,013 $5.9M
Teachers Insurance & Annuity Association of America 7.24% Reduce -0.1% 101,786 $5.8M
Bank of New Hampshire 1.44% Add +2.1% 101,749 $5.8M
Peterson Wealth Advisors, LLC 0.96% Add +0.9% 101,721 $5.8M
Cidel Asset Management Inc. 0.35% No change 101,546 $5.8M
Manchester Capital Management LLC 0.76% Reduce -20.9% 101,488 $5.8M
Marathon Strategic Advisors, LLC 5.34% Add +0.1% 100,794 $5.7M
Thrive Capital Management, LLC 1.80% Add +574.7% 100,527 $5.7M
First PREMIER Bank 1.39% Reduce -4.4% 100,339 $5.7M
Arkadios Wealth Advisors 0.17% Add +7.4% 99,934 $5.7M
Warwick Investment Management, Inc. 1.10% Add +12.9% 99,665 $5.7M
Nuveen, LLC 0.00% Reduce -3.8% 99,600 $5.7M
MorganRosel Wealth Management, LLC 1.55% Add +6.4% 99,317 $5.7M
Mayflower Financial Advisors, LLC 0.79% Reduce -4.2% 99,218 $5.7M
DDFG, Inc 1.42% Add +3.7% 99,119 $5.7M
St Germain D J Co. Inc. 0.24% Add +3.3% 98,519 $5.6M
W.H. Cornerstone Investments Inc. 3.54% Add +5.2% 98,062 $5.6M
McAdam, LLC 0.30% Reduce -0.9% 97,334 $5.5M
Fortis Advisors, LLC 3.55% Reduce -0.1% 97,231 $5.5M
Checchi Capital Advisers, LLC 0.39% Reduce -12.9% 97,208 $5.5M
LifePlan Investment Advisors, Inc. 2.74% Add +12.0% 96,812 $5.5M
Avestar Capital, LLC 0.40% Add +5.8% 96,805 $5.5M
Sensible Financial Planning & Management, LLC. 1.04% Reduce -0.3% 96,277 $5.5M
Wood Tarver Financial Group, LLC 1.65% Add +0.1% 96,107 $5.5M
Cypress Wealth Services, LLC 0.98% Add +8.6% 96,040 $5.5M
Arrowroot Family Office, LLC 2.44% — 95,643 $5.5M
Kentucky Farm Bureau Mutual Insurance Co 1.16% No change 95,000 $5.4M
International Assets Investment Management, LLC 0.44% Add +43.2% 94,907 $5.4M
Topel & Distasi Wealth Management, LLC 2.82% Reduce -5.4% 94,469 $5.4M
Essex Financial Services, Inc. 0.35% Add +27.3% 94,211 $5.4M
Ascent Capital Management, LLC 4.76% Add +4.0% 94,088 $5.4M
Florida Trust Wealth Management Co 0.16% Add +13.2% 93,642 $5.3M
Foundation Wealth Management, LLC\PA 2.30% Add +5.6% 93,338 $5.3M
Smithfield Trust Co 0.25% Reduce -1.5% 93,226 $5.3M
Triad Wealth Partners, LLC 1.07% Add +90.9% 92,742 $5.3M
Life Planning Partners, Inc 4.20% Add +0.1% 92,457 $5.3M
Ascent Wealth Partners, LLC 0.65% New 92,132 $5.3M
Douglass Winthrop Advisors, LLC 0.09% New 92,131 $5.3M
Bluestem Financial Advisors, LLC 2.24% Reduce -2.8% 91,811 $5.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.14% Reduce -6.1% 91,784 $5.2M
Single Point Partners, LLC 1.14% Add +3.3% 91,541 $5.2M
Cutler Investment Counsel LLC 0.58% Add +10.0% 91,543 $5.2M
Burt Wealth Advisors 1.19% Add +11.4% 90,941 $5.2M
A&I Financial Services, LLC 2.93% Add +0.2% 90,921 $5.2M
Private Trust Co. NA 0.49% Reduce -6.1% 90,911 $5.2M
Kingsview Wealth Management, LLC 0.09% Add +5.0% 90,595 $5.2M
FC Advisory LLC 1.59% Add +1.1% 90,443 $5.2M
United Advisor Group, LLC 0.89% Add +113.6% 90,164 $5.1M
Caldwell Trust Co 0.51% Add +8.3% 89,826 $5.1M
Prime Capital Investment Advisors, LLC 0.07% Reduce -42.3% 89,732 $5.1M
Bleakley Financial Group, LLC 0.13% Add +8.6% 89,700 $5.1M
Bakala Capital LLC 29.36% Reduce -11.5% 89,693 $5.1M
Wescott Financial Advisory Group, LLC 0.49% Add +11.7% 89,322 $5.1M
Astra Wealth Partners LLC 4.09% Add +13.2% 88,998 $5.1M
IHT Wealth Management, LLC 0.14% Add +3.7% 88,944 $5.1M
Steel Grove Capital Advisors, LLC 0.60% Add +9.7% 88,928 $5.1M
Capital Analysts, LLC 0.17% Add +3.9% 88,848 $5.1M
Independent Family Office, LLC 2.35% Add +22.8% 88,826 $5.1M
Aegis Wealth Management LLC 3.03% No change 99,513 $5.1M
MidAtlantic Capital Management, Inc. 3.58% Add +0.3% 88,482 $5.0M
Climber Capital SA 3.23% No change 88,807 $5.0M
Verum Partners LLC 1.16% Add +17.3% 88,017 $5.0M
Deutsche Bank AG 0.00% Add +0.9% 87,685 $5.0M
Alley Investment Management Company, LLC 0.60% Reduce -1.9% 87,120 $5.0M
Northwest Wealth Management, LLC 0.89% Add +9.0% 86,752 $4.9M
Callan Family Office, LLC 0.16% Reduce -1.8% 86,663 $4.9M
Sentinel Trust Co. Lba 0.54% Reduce -7.6% 86,579 $4.9M
First National Corp. /Ma/ 0.99% Add +0.5% 86,508 $4.9M
LOM Asset Management Ltd 1.66% — 86,014 $4.9M
Sagace Wealth Management LLC 3.64% Reduce -12.0% 85,335 $4.9M
Financial Insights, Inc. 1.77% Reduce -3.7% 85,242 $4.9M
Visionary Wealth Advisors 0.25% Add +5.9% 85,097 $4.9M
JT Stratford LLC 0.73% Add +1.1% 84,159 $4.8M
James J. Burns & Company, LLC 0.78% Reduce -1.1% 83,374 $4.8M
Texas Capital Bancshares Inc 1.72% Reduce -7.6% 83,250 $4.7M
Two Sigma Securities, LLC 0.58% Reduce -23.5% 83,071 $4.7M
Trevian Wealth Management LLC 2.88% Reduce -12.8% 82,753 $4.7M
Highland Capital Management, LLC 0.25% Add +0.3% 82,589 $4.7M
Condor Capital Management 0.41% Reduce -0.8% 82,342 $4.7M
Farnam Financial LLC 4.21% Add +82.2% 82,175 $4.7M
Parthenon LLC 0.54% Add +0.9% 82,161 $4.7M
Grey Ledge Advisors, LLC 1.14% Reduce -2.3% 81,668 $4.7M
Level Four Advisory Services, LLC 0.17% Add +93.6% 81,664 $4.7M
Norris Perne & French LLP 0.32% Reduce -0.6% 81,333 $4.6M
Gladstone Institutional Advisory LLC 0.19% Add +6.0% 81,019 $4.6M
Wesbanco Bank Inc. 0.14% Add +34.3% 80,706 $4.6M
ETF Store, Inc. 5.32% Reduce -2.3% 80,624 $4.6M
Russell Investments Group, Ltd. 0.01% Add +489.3% 80,563 $4.6M
Perennial Investment Advisors, LLC 0.44% Add +22.6% 80,074 $4.6M
Opes Wealth Management LLC 0.81% Reduce -1.4% 79,807 $4.5M
Hughes Financial Services, LLC 0.78% Reduce -31.2% 79,325 $4.5M
Maia Wealth LLC 0.86% Add +0.5% 79,514 $4.5M
Whipplewood Advisors, LLC 2.47% Reduce -6.7% 79,003 $4.5M
Renasant Bank 3.01% Reduce -12.3% 78,978 $4.5M
Independent Financial Group, LLC 0.12% Add +103.9% 78,633 $4.5M
Summit Financial Strategies, Inc. 0.41% Reduce -4.3% 78,601 $4.5M
Bestgate Wealth Advisors, LLC 9.26% No change 87,852 $4.5M
Evergreen Capital Management LLC 0.13% Add +46.2% 78,245 $4.5M
Stonekeep Investments, LLC 2.99% Add +2.3% 77,974 $4.4M
River Street Advisors LLC 1.91% Add +262.3% 77,899 $4.4M
Mill Creek Capital Advisors, LLC 0.10% Add +1.0% 77,695 $4.4M
Prospera Financial Services Inc 0.08% Add +60.2% 77,470 $4.4M
Berger Financial Group, Inc 0.29% Add +4.2% 77,375 $4.4M
Compass Financial Group, Inc. 2.21% Reduce -0.7% 77,312 $4.4M
AlTi Global, Inc. 0.11% Reduce -56.8% 76,776 $4.4M
Laraway Financial Advisors Inc 3.32% Reduce -2.2% 76,833 $4.4M
Severin Investments, LLC 4.09% Add +127.5% 76,531 $4.4M
Diversified Enterprises, LLC 0.32% Add +1.6% 75,657 $4.3M
Manuka Financial, LLC 2.35% Reduce -47.3% 75,568 $4.3M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -65.8% 75,433 $4.3M
Arq Wealth Advisors, LLC 1.47% No change 84,405 $4.3M
Laurel Wealth Planning LLC 2.43% New 74,884 $4.3M
West Bancorporation Inc. 2.69% Reduce -2.2% 74,723 $4.3M
North Star Investment Management Corp. 0.30% Add +13.4% 74,626 $4.3M
Willis Johnson & Associates, Inc. 0.29% Reduce -3.4% 74,462 $4.2M
Innealta Capital, LLC 2.24% Add +194.4% 74,458 $4.2M
Americana Partners, LLC 0.15% Reduce -0.2% 74,388 $4.2M
Angeles Wealth Management, LLC 0.29% New 74,244 $4.2M
SVB Wealth LLC 0.23% New 74,157 $4.2M
Kingswood Wealth Advisors, LLC 0.33% Add +6.1% 73,551 $4.2M
Scott Capital Advisors, LLC 1.14% Add +1.4% 73,117 $4.2M
Marks Group Wealth Management, Inc 0.39% Reduce -13.3% 73,323 $4.2M
BOS Asset Management, LLC 1.34% Add +0.4% 73,221 $4.2M
Asset Allocation & Management Company, LLC 1.95% Reduce -3.6% 73,189 $4.2M
C M Bidwell & Associates Ltd. 2.16% Add +0.3% 73,186 $4.2M
Ironwood Financial, llc 0.89% No change 81,886 $4.2M
Golden Road Advisors LLC 2.76% Add +3.1% 72,786 $4.1M
LMCG Investments, LLC 0.26% Add +1.6% 72,501 $4.1M
Silver Coast Investments LLC 1.50% Reduce -7.5% 72,399 $4.1M
Annis Gardner Whiting Capital Advisors, LLC 1.42% Add +3.9% 72,030 $4.1M
HM Payson & Co. 0.07% Reduce -7.4% 71,973 $4.1M
Fiducient Advisors LLC 0.50% Add +19.8% 71,912 $4.1M
U.S. Capital Wealth Advisors, LLC 0.12% Add +2.1% 71,738 $4.1M
Rockingstone Advisors LLC 2.13% Reduce -12.6% 71,154 $4.1M
Security Benefit Life Insurance Co. 1.95% No change 70,800 $4.0M
Sovran Advisors, LLC 0.42% Add +134.5% 70,883 $4.0M
Columbus Macro, LLC 0.49% No change 70,748 $4.0M
Monument Capital Management 1.04% Reduce -5.1% 70,252 $4.0M
Red Tortoise LLC 1.95% Add +11.7% 70,067 $4.0M
Altura Wealth Advisors Inc. 2.23% Add +822.2% 69,860 $4.0M
Traction Financial Partners, LLC 2.70% Reduce -7.0% 69,834 $4.0M
Federation des caisses Desjardins du Quebec 0.02% Reduce -0.7% 69,633 $4.0M
Prudential PLC 0.02% New 69,570 $4.0M
Parkside Financial Bank & Trust 0.43% Add +41.3% 69,477 $4.0M
Motley Fool Wealth Management, LLC 0.24% Reduce -20.3% 69,429 $4.0M
Barry Investment Advisors, LLC 0.99% Add +0.2% 69,428 $4.0M
Magnolia Capital Advisors LLC 0.99% Add +362.8% 69,253 $3.9M
Nabity-Jensen Investment Management Inc 2.91% Add +2.7% 69,185 $3.9M
Opinicus Capital, Inc. 2.99% Add +1.1% 68,964 $3.9M
Rock Creek Group LLC 0.46% New 68,928 $3.9M
Lord & Richards Wealth Management, LLC 4.10% Add +15.9% 68,846 $3.9M
Conservest Capital Advisors, Inc. 0.39% Add +0.6% 68,817 $3.9M
Northstar Financial Companies, Inc. 4.06% Add +1.1% 68,579 $3.9M
Financial Advocates Investment Management 0.32% Add +11.6% 68,420 $3.9M
NorthRock Partners, LLC 0.10% Add +2.3% 68,304 $3.9M
VERITY Wealth Advisors 2.60% Reduce -0.1% 67,932 $3.9M
CogentBlue Wealth Advisors, LLC 2.96% Add +10.5% 67,811 $3.9M
Sightline Wealth Advisors, LLC 1.87% Add +2.1% 67,804 $3.9M
BridgePort Financial Solutions, LLC 1.27% Add +2.5% 67,119 $3.8M
Forum Financial Management, LP 0.06% Add +1.6% 66,979 $3.8M
Lazard Asset Management LLC 0.01% Add +78.6% 66,940 $3.8M
Pachira Investments Inc. 2.88% Add +14.7% 66,795 $3.8M
Weinberger Asset Management, Inc 1.47% Reduce -8.1% 66,561 $3.8M
Van Cleef Asset Management,Inc 0.41% Reduce -0.7% 66,519 $3.8M
Gold Investment Management Ltd. 1.43% Reduce -0.5% 66,513 $3.8M
Stonebridge Financial Planning Group, LLC 1.58% Add +3.2% 66,474 $3.8M
FFT Wealth Management LLC 0.74% Reduce -9.0% 65,598 $3.8M
Steph & Co. 1.23% Add +0.6% 66,439 $3.8M
Atlantic Edge Private Wealth Management, LLC 1.04% Reduce -1.2% 66,179 $3.8M
Flywheel Private Wealth LLC 3.03% Reduce -3.0% 66,138 $3.8M
Allodium Investment Consultants, LLC 2.38% Add +1.3% 66,092 $3.8M
Shepherd Financial Partners LLC 0.40% Reduce -18.8% 65,928 $3.8M
Sax Wealth Advisors, LLC 0.23% Reduce -9.8% 65,794 $3.8M
Baker Avenue Asset Management, LP 0.11% Reduce -7.6% 65,753 $3.7M
Stock Yards Bank & Trust Co. 0.13% Add +9.1% 65,710 $3.7M
Sincerus Advisory, LLC 3.51% Reduce -0.8% 64,427 $3.7M
TD Private Client Wealth LLC 0.09% Add +3.5% 65,557 $3.7M
Camelot Technology Advisors, Inc. 3.21% Add +0.7% 65,245 $3.7M
Nestegg Advisors, Inc. 3.57% Add +0.0% 65,019 $3.7M
Ameritas Advisory Services, LLC 0.19% Reduce -25.1% 64,943 $3.7M
OneAscent Financial Services LLC 0.26% Reduce -48.1% 64,851 $3.7M
SYM FINANCIAL Corp 0.41% Add +4.5% 64,552 $3.7M
Brucke Financial, Inc. 2.55% Add +3.4% 64,339 $3.7M
Archer Investment Corp 0.87% Add +10.1% 64,046 $3.7M
Greystone Financial Group, LLC 0.60% Add +6.9% 63,426 $3.6M
Meridian Wealth Management, LLC 0.15% Add +2.1% 63,443 $3.6M
Balboa Wealth Partners 0.72% Add +12.3% 63,237 $3.6M
Journey Strategic Wealth LLC 0.12% Add +5.4% 62,971 $3.6M
Highline Wealth Partners LLC 1.06% Add +2.4% 62,821 $3.6M
Armbruster Capital Management, Inc. 0.64% Add +7.6% 62,457 $3.6M
Patriot Financial Group Insurance Agency, LLC 0.41% Reduce -13.0% 62,278 $3.6M
First National Trust Co 0.13% Reduce -0.5% 62,153 $3.5M
Barrett & Company, Inc. 1.33% Add +0.3% 62,131 $3.5M
Swmg, LLC 1.19% Add +17.7% 61,948 $3.5M
Debussy Capital Management LP 0.53% Reduce -0.8% 62,043 $3.5M
Moser Wealth Advisors, LLC 1.70% Add +4.8% 61,957 $3.5M
Squire Investment Management Company, LLC 1.30% Add +27.3% 61,923 $3.5M
Peoples Bank 2.17% Add +8.4% 61,576 $3.5M
Quartz Partners, LLC 1.60% Add +1.3% 61,407 $3.5M
Clear Creek Financial Management, LLC 0.33% Add +5.1% 61,174 $3.5M
Strategic Financial Concepts, LLC 0.49% Reduce -68.0% 60,731 $3.5M
Collective Family Office LLC 0.88% Reduce -0.1% 60,326 $3.4M
Washington Trust Bank 0.29% Add +2.4% 60,309 $3.4M
Cushing Capital Partners, LLC 2.90% Add +3.1% 60,215 $3.4M
TPG Financial Advisors, LLC 1.37% Reduce -12.1% 60,106 $3.4M
SageView Advisory Group, LLC 0.13% Reduce -2.5% 59,781 $3.4M
Gray Private Wealth, LLC 1.83% Reduce -2.5% 59,815 $3.4M
Washington Trust Advisors, Inc. 0.28% Reduce -0.7% 59,496 $3.4M
Midwestern Financial, LLC 3.15% — 59,013 $3.4M
Nomura Asset Management Co. Ltd. 0.01% Reduce -1.0% 58,960 $3.4M
Birch Hill Investment Advisors LLC 0.15% Add +0.4% 58,753 $3.3M
Archvest Wealth Advisors, Inc. 2.91% Add +1.0% 58,588 $3.3M
Thoroughbred Financial Services, LLC 0.23% Add +4.6% 58,534 $3.3M
Alpine Bank Wealth Management 0.50% Reduce -1.2% 58,519 $3.3M
Morling Financial Advisors, LLC 1.09% Reduce -1.5% 58,519 $3.3M
CJM Wealth Advisers, Ltd. 1.11% Add +2.7% 58,302 $3.3M
Greykasell Wealth Strategies, Inc. 1.59% Reduce -1.7% 58,041 $3.3M
Waters Parkerson & Co., LLC 0.16% Reduce -0.5% 57,884 $3.3M
World Equity Group, Inc. 0.90% Add +0.9% 57,880 $3.3M
Hancock Whitney Corp. 0.06% New 57,848 $3.3M
Clarion Wealth Managment Partners, LLC 3.60% — 57,607 $3.3M
Lodestone Wealth Management LLC 1.58% Add +0.0% 57,071 $3.3M
NorthLanding Financial Partners, LLC 2.88% Reduce -0.5% 56,990 $3.2M
Burling Wealth Partners, LLC 0.60% Reduce -2.9% 56,903 $3.2M
ETF Portfolio Partners, Inc. 0.90% Add +1.7% 56,790 $3.2M
Essex Bank 0.77% Add +9.0% 56,748 $3.2M
Cove Private Wealth, LLC 1.15% Add +84.1% 56,475 $3.2M
JDM Financial Group LLC 1.52% Reduce -0.1% 56,469 $3.2M
Semmax Financial Advisors Inc. 0.83% Add +13.7% 55,351 $3.2M
Hilltop Holdings Inc. 0.21% Reduce -5.7% 56,164 $3.2M
RiverFront Investment Group, LLC 0.06% Reduce -4.7% 56,146 $3.2M
Elevation Wealth Partners, LLC 1.26% Reduce -0.6% 55,960 $3.2M
Legacy Financial Advisors, Inc. 0.50% Reduce -5.8% 55,811 $3.2M
General Partner, Inc. 1.86% Add +11015.8% 55,579 $3.2M
Evanson Asset Management, LLC 0.20% Add +0.6% 55,561 $3.2M
Mullaney, Keating & Wright, Inc. 2.07% No change 55,438 $3.2M
RKL Wealth Management LLC 0.28% Add +11.8% 55,245 $3.1M
Proathlete Wealth Management LLC 1.00% Add +15.2% 55,173 $3.1M
Family Wealth Partners, LLC 1.26% Add +19.9% 55,122 $3.1M
KCM Investment Advisors LLC 0.11% Add +133.2% 54,672 $3.1M
Charter Oak Capital Management, LLC 0.26% Reduce -0.7% 54,416 $3.1M
RTD Financial Advisors, Inc. 0.39% Add +4.5% 53,825 $3.1M
Beacon Financial Group 0.32% Reduce -0.3% 53,775 $3.1M
Shufro Rose & Co. LLC 0.25% Reduce -0.5% 60,304 $3.1M
Hutchens & Kramer Investment Management Group, LLC 1.40% Add +6.6% 53,686 $3.1M
Certuity, LLC 0.29% Add +24.9% 53,575 $3.1M
BTC Capital Management, Inc. 0.25% Reduce -5.4% 53,551 $3.1M
DMKC Advisory Services, LLC 1.59% Add +42.8% 53,379 $3.0M
Wingate Wealth Advisors, Inc. 2.69% Add +592.3% 53,018 $3.0M
Birch Financial Group, LLC 2.39% Reduce -4.8% 52,487 $3.0M
SOL Capital Management CO 0.29% No change 52,455 $3.0M
LPWM LLC 0.87% Add +0.1% 52,311 $3.0M
Moors & Cabot, Inc. 0.14% Add +13.8% 52,242 $3.0M
Freedom Investment Management, Inc. 0.24% Add +15.9% 51,901 $3.0M
Firestone Capital Management 0.70% Add +10.1% 51,881 $3.0M
Western Wealth Management, LLC 0.18% Add +42.7% 51,828 $3.0M
Uptown Financial Advisors LLC 2.74% Add +5.4% 51,675 $2.9M
BancFirst Trust & Investment Management 1.37% Reduce -8.2% 51,834 $2.9M
Unique Wealth, LLC 0.48% Add +47.0% 51,636 $2.9M
DAVENPORT & Co LLC 0.02% Reduce -26.5% 51,316 $2.9M
Baron Wealth Management LLC 1.03% Add +0.7% 50,937 $2.9M
Sherman Asset Management, Inc. 2.57% Reduce 0.0% 50,916 $2.9M
Prospera Capital Management, LLC 1.60% Add +2.3% 50,701 $2.9M
Ironwood Investment Counsel, LLC 0.45% Reduce -2.1% 50,664 $2.9M
Cornerstone Wealth Management, LLC 0.17% Add +5.2% 50,513 $2.9M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.50% Reduce -48.0% 50,485 $2.9M
Maltin Wealth Management, Inc. 1.29% Add +5.1% 50,382 $2.9M
Kovack Advisors, Inc. 0.28% Add +2.8% 50,281 $2.9M
SteelPeak Wealth, LLC 0.11% Add +359.3% 50,266 $2.9M
Avantax Planning Partners, Inc. 0.09% Reduce -1.0% 50,138 $2.9M
N.E.W. Advisory Services LLC 0.28% Add +0.4% 49,759 $2.8M
Boston Family Office LLC 0.19% Add +4.0% 49,662 $2.8M
SeaCrest Wealth Management, LLC 0.31% Reduce -15.1% 49,650 $2.8M
Bartlett & Co. Wealth Management LLC 0.04% Add +0.7% 49,619 $2.8M
Summit Wealth Group LLC / Co. 0.71% — 49,533 $2.8M
Brown Brothers Harriman & Co. 0.02% Reduce -2.3% 49,514 $2.8M
Legacy Edge Advisors, LLC 0.38% Add +5.6% 49,387 $2.8M
May Hill Capital, LLC 0.93% Reduce -0.7% 49,354 $2.8M
Soltis Investment Advisors LLC 0.22% Add +6.5% 49,335 $2.8M
Watershed Private Wealth LLC 1.02% Reduce -1.3% 49,150 $2.8M
Castle Wealth Management LLC 1.02% Reduce -5.3% 49,127 $2.8M
FSM Wealth Advisors, LLC 0.46% Add +24.2% 49,506 $2.8M
Southland Equity Partners LLC 0.61% Add +101.9% 48,946 $2.8M
Nova R Wealth, Inc. 1.30% Add +0.6% 48,896 $2.8M
Falcon Wealth Planning 0.28% Reduce -11.9% 48,583 $2.8M
LGL Partners, LLC 1.23% Add +0.8% 47,795 $2.8M
Riverview Trust Co 3.45% No change 48,354 $2.8M
HMV Wealth Advisors, LLC 1.80% New 48,190 $2.7M
Global Endowment Management, LP 0.36% No change 48,000 $2.7M
Wealthspan Partners, LLC 1.12% Add +6.0% 47,455 $2.7M
Barclays PLC 0.00% Add +53.0% 47,286 $2.7M
Trek Financial, LLC 0.18% Reduce -24.5% 47,260 $2.7M
Pine Harbor Wealth Management, LLC 0.94% Add +17.8% 46,981 $2.7M
Venture Visionary Partners LLC 0.10% Add +23.4% 46,896 $2.7M
Asset Dedication, LLC 0.19% Add +16.5% 46,853 $2.7M
StoneX Group Inc. 0.13% Reduce -17.5% 46,760 $2.7M
Sowell Financial Services LLC 0.11% Add +0.2% 46,693 $2.7M
Creegan & Nassoura Financial Group, LLC 1.73% Reduce -0.3% 46,668 $2.7M
C2C Wealth Management, LLC 2.38% Reduce -8.6% 46,067 $2.6M
Calton & Associates, Inc. 0.45% Reduce -29.8% 45,997 $2.6M
Archford Capital Strategies, LLC 0.34% Reduce -1.5% 45,960 $2.6M
Worth Asset Management, LLC 1.29% Reduce -1.1% 45,769 $2.6M
Note Advisors, LLC 1.79% Add +1.4% 45,506 $2.6M
Benchmark Wealth Management, LLC 1.15% Add +80.8% 45,464 $2.6M
Maryland Capital Advisors Inc. 1.01% Reduce -2.6% 45,346 $2.6M
Richardson Financial Services Inc. 1.73% Add +241.8% 45,157 $2.6M
E&G Advisors, LLC 0.67% Add +2.1% 45,040 $2.6M
Acorn Wealth Advisors, LLC 0.95% New 45,025 $2.6M
Diversified Portfolios, Inc. 0.24% Reduce -2.0% 44,980 $2.6M
Greenleaf Trust 0.02% Add +32.8% 44,952 $2.6M
Covestor Ltd 1.51% Add +29.1% 44,942 $2.6M
Old North State Trust, LLC 1.75% Reduce -50.4% 44,908 $2.6M
Holos Integrated Wealth LLC 1.54% Add +1.2% 44,057 $2.6M
Strategic Financial Planning, Inc. 1.59% Reduce -1.9% 44,721 $2.5M
Quadrant Capital Group LLC 0.09% Reduce -4.5% 44,603 $2.5M
Thrive Wealth Management, LLC 0.41% Reduce -2.4% 44,549 $2.5M
AMG National Trust Bank 0.07% Add +10.4% 43,722 $2.5M
Compass Ion Advisors, LLC 0.27% Reduce -1.4% 43,640 $2.5M
Private Wealth Asset Management, LLC 0.33% No change 43,551 $2.5M
Private Wealth Management Group, LLC 0.82% Reduce -0.9% 43,524 $2.5M
Great Lakes Advisors, LLC 0.02% Reduce -12.9% 43,290 $2.5M
Global Wealth Management Investment Advisory, Inc. 0.46% Reduce -5.3% 43,214 $2.5M
Canal Capital Management, LLC 0.39% Add +1.3% 43,091 $2.5M
Upper Left Wealth Management, LLC 1.64% Reduce -4.0% 43,063 $2.5M
Oxford Financial Group, LTD. LLC 0.15% Reduce -1.8% 43,044 $2.5M
Addison Capital Co 0.85% Add +14.8% 42,892 $2.4M
Evermay Wealth Management LLC 0.30% Reduce -10.8% 42,712 $2.4M
Texas Yale Capital Corp. 0.08% Reduce -29.9% 42,569 $2.4M
Perennial Advisors, LLC 0.45% Add +3.8% 42,423 $2.4M
Retirement Investment Advisors, Inc. 0.22% Add +18.3% 42,173 $2.4M
Carr Financial Group Corp 0.71% Add +1.3% 42,111 $2.4M
M3 Advisory Group, LLC 1.66% Add +0.2% 42,066 $2.4M
Innova Wealth Partners 1.40% Reduce -3.4% 41,895 $2.4M
Advyzon Investment Management, LLC 0.53% New 41,711 $2.4M
Fulton Bank, N.A. 0.09% Reduce -4.4% 41,707 $2.4M
Capital Group Private Client Services, Inc. 0.02% Reduce -4.5% 41,681 $2.4M
Bangor Savings Bank 0.21% Add +0.8% 41,678 $2.4M
Patton Fund Management, Inc. 0.52% Add +21.5% 41,618 $2.4M
GC Wealth Management RIA, LLC 0.19% Reduce -7.6% 41,609 $2.4M
Oarsman Capital, Inc. 0.37% Reduce -4.5% 41,570 $2.4M
One Wealth Advisors, LLC 0.33% Reduce -7.0% 41,561 $2.4M
Magnus Financial Group LLC 0.21% Add +12.4% 41,559 $2.4M
First National Advisers, LLC 0.35% Add +0.2% 41,436 $2.4M
Aquire Wealth Advisors, LLC 0.63% Add +0.0% 41,357 $2.4M
FineMark National Bank & Trust 0.08% Add +7.7% 41,294 $2.4M
PFC Capital Group, Inc. 1.09% Add +114.3% 41,285 $2.4M
VestGen Investment Management 1.68% Reduce -4.1% 41,097 $2.3M
Riverchase Wealth Management, LLC 1.47% Reduce -5.7% 40,605 $2.3M
Orcam Financial Group 2.00% Add +2.9% 40,323 $2.3M
Inspirion Wealth Advisors, LLC 0.30% Add +9.6% 40,143 $2.3M
Nottingham Advisors, Inc. 0.34% Reduce -41.6% 39,992 $2.3M
LongView Wealth Management 0.69% Reduce -9.5% 39,787 $2.3M
Custos Family Office, LLC 0.72% Reduce -1.1% 39,711 $2.3M
DGS Capital Management, LLC 0.47% Add +13.4% 39,649 $2.3M
Comprehensive Money Management Services LLC 1.71% Reduce -3.5% 39,574 $2.3M
Cyndeo Wealth Partners, LLC 0.13% Add +2.5% 39,265 $2.2M
Appleton Partners Inc. 0.16% Reduce -1.1% 39,164 $2.2M
Kennebec Savings Bank 2.19% Reduce -0.9% 39,161 $2.2M
Abc Arbitrage SA 0.25% New 38,984 $2.2M
Clientfirst Wealth Management, LLC 2.27% Add +0.5% 38,912 $2.2M
Viewpoint Investment Partners Corp. 1.21% New 38,773 $2.2M
Allen Capital Group, LLC 0.23% Reduce -0.1% 38,719 $2.2M
Bell Bank 0.10% Add +5.7% 38,577 $2.2M
Glassman Wealth Services 0.34% Add +2.4% 38,540 $2.2M
Flagship Harbor Advisors, LLC 0.10% Add +1.7% 38,535 $2.2M
Aureus Asset Management, LLC 0.14% Reduce -4.7% 38,488 $2.2M
Family CFO Inc 1.10% Add +1.7% 38,356 $2.2M
IFC Advisors LLC 0.41% Add +7.0% 38,200 $2.2M
Mendel Capital Management LLC 1.24% Add +0.4% 38,191 $2.2M
Absolute Capital Management, LLC 1.09% Add +2.1% 37,868 $2.2M
Parsonex Advisory Services, Inc. 1.79% — 37,695 $2.1M
GS Investments, Inc. 0.95% No change 37,570 $2.1M
City Holding Co. 0.28% Add +11.2% 37,454 $2.1M
First Trust Advisors LP 0.00% Reduce -2.1% 37,370 $2.1M
MAS Advisors LLC 3.47% Reduce -32.3% 37,248 $2.1M
Running Point Capital Advisors, LLC 0.58% Reduce -7.0% 37,179 $2.1M
Trust Co. of Toledo NA 0.23% New 37,065 $2.1M
Cranbrook Wealth Management, LLC 0.45% Reduce -3.4% 37,051 $2.1M
Arbor Wealth Advisors LLC 1.71% Reduce -22.6% 37,046 $2.1M
Burke & Herbert Bank & Trust Co. 0.47% Reduce -2.6% 37,034 $2.1M
Cordgrass Capital Advisors, LLC 0.57% Add +38.4% 36,831 $2.1M
Bahl & Gaynor LLC 0.01% Add +19.0% 36,776 $2.1M
Luminvest Wealth Management LLC 0.75% Add +8.5% 36,740 $2.1M
William Howard & Co Financial Advisors Inc 1.82% Add +0.4% 36,567 $2.1M
Verus Capital Partners, LLC 0.19% Reduce -0.1% 36,516 $2.1M
Roehl & Yi Investment Advisors, LLC 1.06% Add +2.2% 94,074 $2.1M
Synergy Asset Management, LLC 0.24% Add +358.8% 36,276 $2.1M
Delta Financial Advisors LLC 0.73% Add +36.9% 36,270 $2.1M
WASHINGTON TRUST Co 0.07% Reduce -0.1% 36,230 $2.1M
L & S Advisors Inc 0.23% Add +11.4% 36,124 $2.1M
Aua Capital Management, LLC 1.23% Add +0.0% 36,060 $2.1M
Everstar Asset Management, LLC 1.25% Add +8.8% 35,947 $2.0M
Root Financial Partners, LLC 0.20% Reduce -1.7% 35,891 $2.0M
Joel Isaacson & Co., LLC 0.08% Add +5.5% 35,810 $2.0M
Elios Financial Group Inc. 0.91% Add +3.5% 35,123 $2.0M
Security National Bank of Sioux City Iowa 1.40% Reduce -3.3% 35,059 $2.0M
Gryphon Financial Partners LLC 0.26% Add +8.2% 35,003 $2.0M
Charis Legacy Partners, LLC 3.27% Reduce -6.7% 34,815 $2.0M
Waypoint Wealth Partners Inc. 0.48% Reduce -7.1% 34,746 $2.0M
Bigelow Investment Advisors, LLC 0.87% Reduce -6.2% 34,521 $2.0M
BBR Partners, LLC 0.12% Add +10.3% 34,495 $2.0M
Clifford Swan Investment Counsel LLC 0.07% Add +1.1% 34,395 $2.0M
Five Oceans Advisors 0.84% Reduce -2.0% 34,363 $2.0M
Baron Silver Stevens Financial Advisors, LLC 0.31% Add +22.6% 34,082 $1.9M
DB Fitzpatrick & Co, Inc 1.72% Add +2.6% 33,966 $1.9M
WBH Advisory Inc. 0.16% Reduce -17.2% 33,912 $1.9M
Cynosure Group, LLC 0.22% Reduce -11.8% 33,775 $1.9M
Afg Fiduciary Services Limited Partnership 1.24% Reduce -17.7% 33,745 $1.9M
Lynx Investment Advisory 1.26% Reduce -3.7% 33,710 $1.9M
Legacy Bridge, LLC 0.91% Add +2.7% 33,704 $1.9M
Sage Capital Advisors,llc 0.47% Reduce -1.6% 33,631 $1.9M
Institute for Wealth Management, LLC. 0.21% Reduce -0.7% 33,347 $1.9M
Guidance Capital, Inc. 0.54% Add +2.9% 33,696 $1.9M
IFG Advisory, LLC 0.09% Add +0.8% 32,999 $1.9M
RCS Financial Planning, LLC 0.93% Reduce -5.8% 32,713 $1.9M
PCA Investment Advisory Services Inc. 0.79% Add +25.1% 32,690 $1.9M
Davidson Trust Co. 0.86% Reduce -1.7% 32,677 $1.9M
Liberty Wealth Management LLC 0.29% New 32,685 $1.9M
ORG Partners LLC 0.41% Add +210.0% 32,374 $1.8M
Eagle Bluffs Wealth Management LLC 0.88% Reduce -1.7% 32,351 $1.8M
Hardy Reed LLC 0.15% Reduce -12.9% 32,259 $1.8M
Daymark Wealth Partners, LLC 0.07% Add +10.3% 32,229 $1.8M
HUB Investment Partners, LLC 0.06% Add +2.6% 32,155 $1.8M
Blue Bell Private Wealth Management, LLC 0.31% Add +51.3% 32,092 $1.8M
Transce3nd, LLC 0.77% Reduce -8.9% 32,022 $1.8M
Wells Trecaso Financial Group, LLC 0.56% Add +3.0% 31,859 $1.8M
Milestone Asset Management Group, LLC 1.34% Add +8.9% 31,858 $1.8M
Capital City Trust Co. 0.47% No change 31,794 $1.8M
Atlas Legacy Advisors, LLC 0.40% Add +29.5% 31,791 $1.8M
Landmark Wealth Management, LLC 0.77% Reduce -12.2% 31,742 $1.8M
Pure Portfolios Holdings LLC 0.61% Add +11.4% 31,730 $1.8M
Lutz Financial Services LLC 0.14% Add +0.1% 31,625 $1.8M
Stevens Capital Partners 0.65% Add +32.5% 31,378 $1.8M
Heritage Investment Group, Inc. 0.31% Add +10.3% 31,531 $1.8M
Compass Capital Corp. /Ma/ 0.85% Reduce -4.3% 31,031 $1.8M
Jefferies Financial Group Inc. 0.03% Reduce -14.7% 31,380 $1.8M
Global Financial Private Client, LLC 0.67% Reduce -0.3% 31,346 $1.8M
Sterling Financial Planning, Inc. 0.59% Reduce -4.2% 31,231 $1.8M
Belpointe Asset Management LLC 0.07% Add +2.0% 31,169 $1.8M
Citadel Advisors 0.00% Reduce -47.0% 31,112 $1.8M
Dakota Wealth Management 0.04% Add +55.0% 31,101 $1.8M
Aries Wealth Management 0.46% Reduce -27.8% 31,000 $1.8M
Nikulski Financial, Inc. 0.48% Add +2.7% 30,963 $1.8M
Everhart Financial Group, Inc. 0.20% Add +7.2% 30,953 $1.8M
Moneco Advisors, LLC 0.16% Add +1.1% 30,913 $1.8M
Obsidian Personal Planning Solutions LLC 0.71% Reduce -0.2% 30,906 $1.8M
One Capital Management, LLC 0.06% Add +8.5% 30,739 $1.8M
Strategies Wealth Advisors, LLC 0.19% Reduce -2.1% 30,720 $1.8M
Certior Financial Group, LLC 1.34% Add +7.7% 30,719 $1.8M
Guardian Partners Inc. 0.16% Add +0.9% 30,557 $1.8M
Fermata Advisors, LLC 0.47% Add +0.4% 30,614 $1.7M
Sunburst Financial Group, LLC 0.39% Reduce -8.1% 30,573 $1.7M
Insight 2811, Inc. 0.82% Add +14.9% 30,376 $1.7M
HCR Wealth Advisors 0.20% Add +3.1% 30,061 $1.7M
Crewe Advisors LLC 0.24% Add +2.7% 30,036 $1.7M
Sharp Wealth Advisory, LLC 1.10% Add +49.0% 29,804 $1.7M
Hurley Capital, LLC 1.19% Add +4.8% 29,726 $1.7M
Redwood Wealth Management Group, LLC 0.76% Reduce -0.5% 29,504 $1.7M
Ehrlich Financial Group 1.09% New 29,444 $1.7M
Total Clarity Wealth Management, Inc. 0.48% Reduce -0.5% 29,443 $1.7M
First National Bank Sioux Falls 0.62% No change 29,440 $1.7M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -3.3% 29,319 $1.7M
GAMMA Investing LLC 0.11% Add +0.8% 29,230 $1.7M
Breakwater Capital Group 0.27% Add +3.2% 29,217 $1.7M
Maseco LLP 0.06% — 29,170 $1.7M
Affinity Capital Advisors, LLC 0.28% Reduce -0.5% 28,803 $1.6M
Bridge Generations Wealth Management LLC 1.00% Add +22.4% 28,797 $1.6M
North Star Asset Management Inc. 0.07% Add +13.8% 28,675 $1.6M
Compass Planning Associates Inc 1.50% Add +4.4% 28,619 $1.6M
Paragon Capital Management Ltd 0.30% Add +2.4% 28,597 $1.6M
Essential Planning, LLC. 0.61% Add +39.0% 28,549 $1.6M
Claris Financial LLC 1.23% Add +0.6% 28,532 $1.6M
Minot DeBlois Advisors LLC 1.54% Reduce -4.8% 28,506 $1.6M
Rothschild Capital Partners, LLC 0.42% Reduce -26.2% 28,388 $1.6M
Tolleson Wealth Management, Inc. 0.28% Reduce -36.1% 28,361 $1.6M
Motco 0.15% Add +0.3% 28,743 $1.6M
Advus Financial Partners, LLC 0.41% Reduce -1.1% 28,310 $1.6M
Petra Financial Advisors Inc. 1.02% Reduce -6.1% 28,158 $1.6M
Balanced Rock Investment Advisors LLC 1.26% Add +3.1% 28,154 $1.6M
ERn Financial, LLC 0.34% Reduce -94.2% 28,012 $1.6M
Bragg Financial Advisors, Inc 0.06% Reduce -0.6% 27,983 $1.6M
Stephens Consulting, LLC 0.38% Add +0.1% 27,909 $1.6M
Kirtland Hills Capital Management, LLC 0.73% Add +387.5% 27,808 $1.6M
Flagstar Securities, Inc. 0.44% Reduce -5.0% 27,689 $1.6M
Hall Laurie J Trustee 0.52% Add +8.8% 27,589 $1.6M
Baker Boyer National Bank 0.54% Add +2.1% 27,267 $1.6M
Accel Wealth Management 0.52% Add +1.0% 27,182 $1.5M
Larson Financial Group LLC 0.06% Reduce -13.1% 27,098 $1.5M
Wealthedge Investment Advisors, LLC 0.64% Reduce -1.1% 27,019 $1.5M
Gridiron Partners, LLC 0.95% No change 26,975 $1.5M
PBMares Wealth Management LLC 0.28% Reduce -15.2% 26,945 $1.5M
Continuum Advisory, LLC 0.18% Add +29.8% 26,901 $1.5M
Dearborn Partners LLC 0.07% Add +24.4% 26,881 $1.5M
Chico Wealth RIA 1.21% Reduce -0.5% 26,829 $1.5M
Sageworth Trust Co of South Dakota 1.66% No change 26,813 $1.5M
Parkworth Wealth Management, Inc. 1.10% Add +8.0% 26,766 $1.5M
TCTC Holdings, LLC 0.05% Add +17.5% 26,745 $1.5M
Midland Wealth Advisors, LLC 0.08% Reduce -3.2% 26,743 $1.5M
Johnson Financial Group, Inc. 0.07% Reduce -3.7% 26,618 $1.5M
Crestwood Advisors Group, LLC 0.03% Reduce -0.1% 26,615 $1.5M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -22.4% 26,513 $1.5M
Wealthcare Capital Partners, LLC 0.76% Add +5.1% 26,512 $1.5M
Seven Mile Advisory 0.91% Reduce -3.3% 26,504 $1.5M
Cobblestone Capital Advisors LLC 0.08% No change 26,383 $1.5M
Beacon Bridge Wealth Partners, LLC 0.60% Add +1.1% 26,317 $1.5M
Colony Family Offices, LLC 0.39% Reduce -7.8% 26,305 $1.5M
Sachetta, LLC 0.59% Reduce -1.3% 26,268 $1.5M
Spire Wealth Management 0.05% Reduce -35.6% 26,163 $1.5M
Mma Asset Management LLC 0.57% Add +3.4% 26,043 $1.5M
Carl P. Sherr & Co., LLC 0.75% Add +3.6% 26,035 $1.5M
Vista Investment Management 0.55% Reduce -3.8% 25,979 $1.5M
GTS Securities LLC 0.07% Add +71.2% 25,954 $1.5M
Financial Life Advisors 0.51% Reduce -7.2% 25,929 $1.5M
White Lighthouse Investment Management Inc. 0.24% Reduce -0.6% 25,891 $1.5M
Platform Technology Partners 0.38% Add +3.2% 25,776 $1.5M
Retirement Systems of Alabama 0.01% Reduce -8.1% 25,748 $1.5M
Fortis Capital Advisors, LLC 0.26% Reduce -1.4% 25,618 $1.5M
Kiley Juergens Wealth Management, LLC 0.34% Add +3.7% 25,572 $1.5M
Kavar Capital Partners Group, LLC 0.21% Reduce -0.9% 25,542 $1.5M
Integrated Capital Management, Inc. 1.10% Add +5.1% 25,331 $1.4M
McCarter Private Wealth Services LLC 0.83% Reduce -2.0% 25,312 $1.4M
Zacks Investment Management 0.01% Reduce -11.5% 25,283 $1.4M
Thompson Siegel & Walmsley LLC 0.02% No change 25,260 $1.4M
Naviter Wealth, LLC 0.18% Add +0.0% 25,161 $1.4M
Neuberger Berman Group LLC 0.00% Add +1.4% 25,127 $1.4M
Leonard Rickey Investment Advisors P.L.L.C. 0.29% Reduce -1.7% 25,102 $1.4M
Scotia Capital Inc. 0.01% Add +52.1% 25,085 $1.4M
Lion Street Advisors, LLC 0.43% Add +3.3% 25,066 $1.4M
IMA Advisory Services, Inc. 0.15% Add +2.0% 25,047 $1.4M
Victory Financial Group, LLC 0.23% Reduce -7.8% 24,970 $1.4M
Halter Ferguson Financial Inc. 0.52% Add +27.2% 24,793 $1.4M
Novem Group 0.18% Reduce -84.6% 24,634 $1.4M
Williams Jones Wealth Management, LLC. 0.02% Add +36.2% 24,624 $1.4M
Moloney Securities Asset Management, LLC 0.17% Reduce -0.5% 24,549 $1.4M
Clear Harbor Asset Management, LLC 0.11% Reduce -0.6% 24,514 $1.4M
Flower City Capital 0.82% No change 24,417 $1.4M
Sapient Capital LLC 0.02% Add +15.6% 24,411 $1.4M
MIdWestOne Financial Group, Inc. 0.18% No change 24,391 $1.4M
Ramsay, Stattman, Vela & Price, Inc. 0.26% Reduce -4.1% 24,378 $1.4M
Cohen Investment Advisors LLC 0.73% Add +2.9% 24,377 $1.4M
Founders Financial Alliance, LLC 0.32% Reduce -0.8% 24,364 $1.4M
Midwest Capital Advisors, LLC 0.73% Reduce -5.7% 24,355 $1.4M
Voya Financial Advisors, Inc. 0.14% Reduce -0.5% 24,392 $1.4M
South Plains Financial, Inc. 0.97% No change 24,275 $1.4M
Prosperity Planning, Inc. 0.56% Reduce -5.0% 24,238 $1.4M
Meridian Investment Counsel Inc. 0.38% Add +0.5% 24,197 $1.4M
Silverlake Wealth Management LLC 0.41% Add +3.8% 24,164 $1.4M
Antonelli Financial Advisors, LLC 0.99% Reduce -5.6% 23,981 $1.4M
Advisory Research Inc. 0.21% Add +2.5% 23,938 $1.4M
Enterprise Bank & Trust Co 0.51% Reduce -1.4% 23,933 $1.4M
Arcadia Investment Advisors LLC 0.70% No change 23,828 $1.4M
Smith Chas P & Associates Pa Cpas 0.08% Add +2.2% 23,819 $1.4M
Fidelity D & D Bancorp Inc. 0.83% Add +21.6% 23,805 $1.4M
Parr McKnight Wealth Management Group, LLC 0.19% Reduce -66.3% 23,802 $1.4M
Milestone Investment Advisors LLC 0.35% Add +11.1% 23,792 $1.4M
First American Bank 0.09% Reduce -4.3% 23,784 $1.4M
Monograph Wealth Advisors, LLC 0.17% Add +99.1% 23,780 $1.4M
Optimist Retirement Group LLC 0.65% Add +1.2% 23,770 $1.4M
Sterling Investment Management, LLC 0.90% Reduce -9.6% 23,744 $1.4M
Tennessee Valley Asset Management Partners 0.34% Reduce -8.8% 23,707 $1.4M
Capital Investment Advisors, LLC 0.02% Reduce -0.3% 23,687 $1.4M
CX Institutional 0.05% Add +2.5% 23,679 $1.4M
Chapin Davis, Inc. 0.37% Add +2.3% 23,633 $1.3M
Harding Loevner LP 0.01% Reduce -9.9% 23,578 $1.3M
Forte Capital LLC 0.14% Reduce -18.4% 23,485 $1.3M
Mission Creek Capital Partners, Inc. 0.30% Reduce -5.4% 23,417 $1.3M
Tobias Financial Advisors, Inc. 0.23% Reduce -2.7% 23,351 $1.3M
Summit Global Investments 0.08% Reduce -1.7% 23,329 $1.3M
3Chopt Investment Partners, LLC 0.32% Reduce -3.6% 23,056 $1.3M
Financial Strategies Group, Inc. 0.27% Reduce -0.1% 23,106 $1.3M
Catalyst Financial Partners LLC 0.14% Add +27.7% 22,995 $1.3M
Peak Financial Management, Inc. 0.37% No change 22,926 $1.3M
Eq LLC 0.51% Reduce -26.6% 22,860 $1.3M
Principia Wealth Advisory, LLC 1.10% New 22,793 $1.3M
LS Investment Advisors, LLC 0.19% Reduce -15.0% 22,761 $1.3M
Westmount Partners, LLC 0.36% Reduce -1.4% 22,728 $1.3M
Benchmark Financial Wealth Advisors, LLC 0.43% Add +10.6% 22,683 $1.3M
Palisade Asset Management, LLC 0.13% Add +4.4% 22,674 $1.3M
Diversify Wealth Management, LLC 0.08% Reduce -7.5% 21,967 $1.3M
W1M Asset Management Ltd 0.10% Reduce -59.6% 22,471 $1.3M
Colonial Trust Co / SC 0.19% Add +0.1% 22,417 $1.3M
Clearstead Trust, LLC 0.24% Reduce -2.9% 22,412 $1.3M
Wealth Advisory Solutions, LLC 0.32% Reduce -2.0% 22,399 $1.3M
Curated Wealth Partners LLC 0.15% Add +0.1% 22,356 $1.3M
Graypoint LLC 0.07% Add +0.2% 22,335 $1.3M
Canvas Wealth Advisors, LLC 0.25% Add +0.1% 22,149 $1.3M
Brio Consultants, LLC 0.18% Reduce -9.0% 22,183 $1.3M
Axis Wealth Partners, LLC 0.82% Reduce -7.9% 22,001 $1.3M
Harmony Asset Management LLC 0.47% Reduce -5.3% 21,838 $1.2M
New Republic Capital, LLC 0.44% Add +31.5% 21,816 $1.2M
Ami Investment Management Inc. 0.32% Reduce -0.5% 21,812 $1.2M
Cullen/Frost Bankers, Inc. 0.02% Reduce -35.6% 21,774 $1.2M
WealthTrak Capital Management LLC 1.04% Add +2.6% 21,764 $1.2M
Forza Wealth Management, LLC 0.51% Add +139.0% 21,686 $1.2M
Pecaut & Co. 0.41% Add +2.6% 21,680 $1.2M
Centaurus Financial, Inc. 0.07% Add +24.3% 21,607 $1.2M
Marshall Financial Group, LLC 0.24% Reduce -6.1% 21,774 $1.2M
Capital Advisors, Ltd. LLC 0.15% Add +8.2% 21,558 $1.2M
Optima Capital LLC 0.66% Reduce -1.1% 21,537 $1.2M
Heritage Financial Services, LLC 0.12% Add +1.9% 21,531 $1.2M
Wilson & Boucher Capital Management, LLC 0.86% Add +0.0% 21,524 $1.2M
Osborne Partners Capital Management, LLC 0.07% Reduce -4.4% 21,524 $1.2M
Capital Advisors Wealth Management, LLC 0.19% Add +15.8% 21,457 $1.2M
Cannon Financial Strategists, Inc. 0.19% Reduce -2.0% 21,376 $1.2M
Smith Anglin Financial, LLC 0.11% Reduce -1.5% 21,348 $1.2M
City State Bank 0.38% Reduce -1.0% 21,317 $1.2M
Legacy Trust 0.30% Reduce -6.0% 21,315 $1.2M
Inscription Capital, LLC 0.17% Reduce -47.2% 21,250 $1.2M
Laurel Wealth Advisors LLC 0.18% Add +16.5% 21,217 $1.2M
Maridea Wealth Management LLC 0.31% Add +12.5% 21,175 $1.2M
Pallas Capital Advisors LLC 0.05% Reduce -0.2% 21,172 $1.2M
Security National Bank of So Dak 0.66% No change 21,150 $1.2M
Roffman Miller Associates Inc. 0.07% Add +0.9% 21,104 $1.2M
Murphy, Middleton, Hinkle & Parker, Inc. 0.67% No change 23,492 $1.2M
Sensible Money, LLC 0.45% No change 20,849 $1.2M
Birchcreek Wealth Management, LLC 0.67% Add +19.7% 20,831 $1.2M
Investment Advisory Group, LLC 0.36% Add +1.9% 20,830 $1.2M
Wealthcare Capital Management LLC 0.12% Reduce -7.3% 20,710 $1.2M
Destination Wealth Management 0.03% New 20,619 $1.2M
Greenline Partners, LLC 0.16% No change 20,601 $1.2M
Golden Bell Financial Planning LLC 1.10% Reduce -1.1% 20,474 $1.2M
Defined Wealth Management, LLC 0.72% Reduce -0.2% 20,430 $1.2M
Glass Jacobson Investment Advisors llc 0.45% Reduce -6.0% 20,282 $1.2M
Rydar Equities, Inc. 0.91% — 20,380 $1.2M
Jag Capital Management, LLC 0.13% No change 20,275 $1.2M
Boston Research & Management Inc. 0.27% Reduce -3.7% 20,216 $1.2M
Hardin Capital Partners, LLC 0.68% Add +4.8% 20,221 $1.2M
Fee-Only Financial Planning, L.C. 0.71% Add +1.9% 20,194 $1.2M
McClarren Financial Advisors, Inc. 0.75% Add +46.6% 20,184 $1.2M
Townsquare Capital LLC 0.11% Reduce -97.0% 20,167 $1.1M
TruNorth Capital Management, LLC 0.26% No change 20,139 $1.1M
Elm Partners Management LLC 0.07% Add +15.1% 20,012 $1.1M
Wealthquest Corp 0.09% Reduce -1.1% 20,012 $1.1M
RBF Capital, LLC 0.06% Reduce -66.7% 20,000 $1.1M
Chilton Investment Co. Inc. 0.03% Add +244.3% 19,938 $1.1M
Smith Salley Wealth Management 0.07% Add +3.1% 19,928 $1.1M
Breakwater Investment Management 0.44% No change 19,899 $1.1M
Integrity Alliance, Llc. 0.06% Reduce -5.3% 19,882 $1.1M
CFO4Life Group, LLC 0.18% Add +0.4% 19,839 $1.1M
L.K. Benson & Company, P.C. 0.69% Add +26.3% 19,834 $1.1M
Bridgewater Advisors Inc. 0.09% Reduce -12.9% 19,748 $1.1M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.12% Add +1.9% 19,671 $1.1M
Twelve Points Wealth Management LLC 0.30% Add +2.6% 19,660 $1.1M
Idaho Trust Co 0.40% Add +8.2% 19,658 $1.1M
Client 1ST Advisory Group, LLC 0.41% Reduce -9.2% 19,655 $1.1M
Bell Investment Advisors, Inc 0.19% Add +4.0% 19,645 $1.1M
Susquehanna International Group, LLP 0.00% Reduce -89.2% 19,551 $1.1M
Beaumont Financial Advisors, LLC 0.08% Add +1.1% 19,550 $1.1M
Taylor & Morgan Wealth Management, LLC 0.75% Reduce -1.9% 19,545 $1.1M
Probity Advisors, Inc. 0.20% Reduce -1.2% 19,534 $1.1M
Geometric Wealth Advisors 0.17% Add +7.9% 19,533 $1.1M
Goepper Burkhardt LLC 0.41% Add +21.4% 19,378 $1.1M
MontVue Capital Management, Inc. 0.79% Add +0.4% 19,376 $1.1M
Biltmore Family Office, LLC 0.19% Reduce -12.7% 19,282 $1.1M
Mainsail Financial Group, LLC 0.51% Add +5.3% 19,499 $1.1M
Fiduciary Financial Group, LLC 0.20% Add +0.1% 19,292 $1.1M
Keystone Financial Group 0.10% Reduce -0.7% 19,234 $1.1M
Wealthstream Advisors, Inc. 0.18% Add +0.1% 19,227 $1.1M
Main Management LLC 0.09% Add +10.8% 19,136 $1.1M
Warren Street Wealth Advisors, LLC 0.36% Reduce -18.6% 19,096 $1.1M
Key Financial Inc 0.22% Add +15.3% 19,044 $1.1M
Outlook Wealth Advisors, LLC 0.28% Add +2.2% 18,980 $1.1M
Mattern Capital Management, LLC 0.13% Add +8.8% 18,878 $1.1M
Golden State Wealth Management, LLC 0.13% Reduce -1.8% 18,831 $1.1M
Motiv8 Investments LLC 0.66% Add +75.8% 18,789 $1.1M
WCG Wealth Advisors LLC 0.07% Add +0.8% 18,788 $1.1M
WP Advisors, LLC 0.29% Add +0.8% 18,777 $1.1M
WealthShield Partners, LLC 0.13% Reduce -7.3% 18,692 $1.1M
Milestone Asset Management, LLC 0.22% New 18,567 $1.1M
Freedom Financial Partners LLC 0.45% Reduce -0.6% 18,563 $1.1M
Red Lighthouse Investment Management, LLC 0.40% No change 18,549 $1.1M
Blue Trust, Inc. 0.01% Reduce -11.5% 18,514 $1.1M
BIP Wealth, LLC 0.06% Reduce -1.4% 18,486 $1.1M
Kestra Investment Management, LLC 0.03% Reduce -49.0% 18,427 $1.1M
MA Private Wealth 0.19% Reduce -12.0% 18,389 $1.0M
WPG Advisers, LLC 0.88% Reduce -6.9% 18,352 $1.0M
Clear Investment Research, LLC 1.32% Add +0.8% 18,289 $1.0M
LexAurum Advisors, LLC 0.16% Reduce -1.4% 18,193 $1.0M
Pinion Investment Advisors, LLC 0.36% Reduce -48.7% 18,189 $1.0M
McNaughton Wealth Management, LLC 0.46% Reduce -5.9% 18,149 $1.0M
Integrated Capital Management, LLC 0.49% Add +1.6% 18,064 $1.0M
Brady Martz Wealth Solutions, LLC 0.20% New 18,058 $1.0M
MBE Wealth Management, LLC 0.45% Reduce -4.0% 18,051 $1.0M
Center for Financial Planning, Inc. 0.12% Reduce -12.1% 18,048 $1.0M
State Street Corp. 0.00% Reduce -97.9% 18,032 $1.0M
Arcus Capital Partners, LLC 0.44% Reduce -85.5% 17,998 $1.0M
Simplicity Wealth,LLC 0.04% Reduce -58.3% 17,993 $1.0M
Smithbridge Asset Management Inc. 0.18% Reduce -7.2% 17,949 $1.0M
Plan A Wealth LLC 0.58% Reduce -8.4% 17,946 $1.0M
Hanover Advisors Inc. 0.42% Add +66.5% 17,937 $1.0M
PFG Investments, LLC 0.06% Add +19.9% 17,917 $1.0M
Pioneer Wealth Management Group 0.38% Add +85.2% 17,826 $1.0M
FSA Advisors, Inc. 0.82% Reduce -77.5% 17,787 $1.0M
Gibbs Wealth Management 0.19% Add +161.3% 17,696 $1.0M
New England Private Wealth Advisors LLC 0.15% Add +0.7% 17,730 $1.0M
Wick Capital Partners, LLC 0.26% Reduce -35.8% 10,140 $1.0M
Ofc Financial Planning, LLC 1.07% Add +12.2% 17,600 $1.0M
Signet Financial Management, LLC 0.13% Add +6.9% 17,590 $1.0M
Destiny Wealth Partners, LLC 0.13% Reduce -0.2% 17,533 $1000K
Atala Financial Inc 0.69% Add +0.6% 17,482 $997K
Wrenne Financial Planning LLC 0.47% Reduce -4.8% 17,456 $995K
Cannell & Spears LLC 0.02% Add +8.7% 17,452 $995K
Pillar Financial Advisors, LLC 0.69% Reduce -2.4% 17,415 $993K
Pinnacle Bancorp, Inc. 0.31% Add +3.4% 17,378 $991K
Raleigh Capital Management Inc. 0.41% Reduce -4.1% 17,260 $984K
Financial Perspectives, Inc 0.30% Add +0.3% 17,255 $984K
DKM Wealth Management, Inc. 0.85% Add +0.4% 17,239 $983K
Woodstock Corp. 0.09% Reduce -4.7% 17,235 $983K
Fragasso Financial Advisors Inc 0.07% Add +10.9% 17,176 $979K
Tillman Hartley LLC 0.28% Add +215.5% 17,159 $978K
Family Capital Management, Inc. 0.51% Add +7.5% 17,092 $974K
Cape Investment Advisory, Inc. 0.36% Add +14.7% 17,092 $974K
RAM Investment Partners, LLC 0.20% Add +7.7% 17,033 $971K
Autumn Glory Partners, LLC 0.45% New 17,030 $971K
NBT Bank, N.A. 0.07% Add +26.1% 17,017 $970K
Glenview Trust Co 0.02% Add +1.8% 16,992 $969K
Spinnaker Trust 0.06% New 16,882 $962K
FAS Wealth Partners, Inc. 0.07% Reduce -0.0% 16,824 $959K
Dentgroup LLC 0.66% Reduce -12.3% 16,749 $955K
Stordahl Capital Management, Inc. 0.21% Reduce -1.8% 16,695 $952K
NTV Asset Management LLC 0.11% Add +20.3% 16,684 $951K
Uptick Partners, LLC 0.27% Add +4.3% 16,683 $951K
Fort Vancouver Investment Management, LLC 0.65% Add +81.8% 16,668 $950K
Baldwin Wealth Partners LLC 0.06% Add +8.6% 16,628 $948K
TCV Trust & Wealth Management, Inc. 0.08% Reduce -0.8% 16,602 $946K
Pennington Partners & Co., LLC 0.51% Add +14.6% 16,577 $945K
W Advisors, LLC 0.54% Add +44.6% 16,500 $941K
Bank of Marin 0.71% New 16,485 $940K
Medallion Wealth Advisors, LLC 0.36% Reduce -0.2% 16,395 $934K
Bath Savings Trust Co 0.09% Add +0.3% 16,378 $934K
MTM Investment Management, LLC 0.31% Add +12.0% 16,348 $932K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.13% Add +10.5% 16,232 $925K
Resources Management Corp. /CT/ 0.13% Add +0.3% 16,218 $925K
Elevatus Welath Management 0.31% No change 16,168 $922K
Howland Capital Management LLC 0.04% Reduce -1.4% 16,089 $917K
XTX Topco Ltd 0.04% New 16,084 $917K
Burton Enright Welch 0.16% Add +50.0% 16,061 $916K
Allie Family Office LLC 0.45% No change 16,050 $915K
Friedenthal Financial 0.50% Reduce -1.4% 16,020 $913K
Confluence Wealth Services, Inc. 0.05% Add +37.2% 15,995 $912K
Leeward Financial Partners, LLC 0.29% Add +37.6% 15,949 $909K
Pacific Financial Group Inc. 0.71% Reduce -5.9% 15,933 $908K
Venturi Wealth Management, LLC 0.04% Reduce -4.7% 15,915 $907K
Valpey Financial Services, LLC 0.63% — 15,910 $907K
RDA Financial Network 0.24% Add +6.5% 15,861 $904K
Miller Investment Management, LP 0.09% Reduce -3.1% 15,842 $903K
Traynor Capital Management, Inc. 0.06% New 15,848 $903K
Accurate Wealth Management, LLC 0.14% Reduce -2.2% 15,716 $901K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 15,790 $900K
1832 Asset Management L.P. 0.00% Add +1.8% 15,747 $898K
Horizon Investment Services, LLC 0.39% Add +0.1% 15,739 $897K
Annex Advisory Services, LLC 0.02% Add +47.0% 15,706 $895K
WFA of San Diego, LLC 0.66% — 15,706 $895K
Insigneo Advisory Services, LLC 0.08% Add +10.0% 15,617 $890K
Crux Wealth Advisors 0.38% Reduce -7.2% 15,592 $889K
Richard W. Paul & Associates, LLC 0.32% Reduce -3.4% 15,584 $888K
Heck Capital Advisors, LLC 0.08% Add +8.3% 15,582 $888K
Rice Partnership, LLC 0.15% Add +18.1% 15,525 $885K
Sound View Wealth Advisors Group, LLC 0.07% Add +11.0% 15,518 $885K
Tudor Financial Inc. 0.50% Add +0.9% 15,496 $883K
Rainier Family Wealth Inc. 0.88% Add +17.5% 15,484 $883K
Optimum Investment Advisors 0.38% Add +8.5% 15,475 $882K
Busey Bank 0.03% Reduce -13.4% 15,466 $882K
True Vision MN LLC 0.49% Reduce -0.4% 15,463 $882K
Capital Investment Advisory Services, LLC 0.07% Reduce -19.0% 15,383 $877K
Strategic Financial Services, Inc. 0.05% No change 15,355 $875K
Liberty Square Wealth Partners LLC 0.30% Reduce -15.9% 15,351 $875K
Viewpoint Capital Management LLC 0.43% Reduce -2.2% 15,346 $875K
Forthright Family Wealth Advisory LLC 0.55% Reduce -31.8% 15,320 $873K
Optas, LLC 0.17% Add +128.2% 15,316 $873K
UNIVEST FINANCIAL Corp 0.05% Reduce -42.5% 15,274 $871K
Elser Financial Planning, Inc 1.08% Add +0.1% 15,245 $869K
Twin City Private Wealth, LLC 0.71% Reduce -11.2% 15,244 $869K
TFB Advisors LLC 0.23% Add +0.0% 15,198 $866K
Santori & Peters, Inc. 0.31% Reduce -0.0% 15,154 $864K
Richard P Slaughter Associates Inc 0.18% Reduce -46.1% 15,124 $862K
Bay Capital Advisors, LLC 0.66% Reduce -5.7% 15,122 $862K
GeoWealth Management, LLC 0.03% Reduce -67.8% 15,116 $862K
First County Bank 0.46% Reduce -11.0% 15,085 $860K
Aspire Capital Advisors LLC 0.24% Add +0.6% 15,076 $859K
Koss-Olinger Consulting, LLC 0.07% Add +5.9% 15,070 $859K
Coppell Advisory Solutions LLC 0.10% Reduce -5.1% 15,060 $856K
My Personal CFO, LLC 0.39% Add +0.3% 15,003 $855K
Adamsbrown Wealth Consultants LLC 0.25% Add +4.9% 14,988 $854K
Black Cypress Capital Management, LLC 0.70% Reduce -18.1% 14,959 $853K
Causey Wealth LLC 0.44% Add +0.0% 14,951 $852K
Gerber Kawasaki Wealth & Investment Management 0.03% Add +5.9% 14,903 $850K
Guardian Financial Partners, LLC 0.38% Add +0.8% 14,876 $848K
Quotient Wealth Partners, LLC 0.02% Add +68.7% 14,861 $847K
Quadrant Private Wealth Management, LLC 0.18% Add +23.4% 14,857 $847K
Summit Wealth Partners, LLC 0.16% Reduce -1.4% 14,849 $847K
S.A. Mason LLC 0.41% No change 14,846 $846K
Yoder Wealth Management, Inc. 0.44% No change 14,841 $846K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.31% Reduce -0.2% 14,860 $843K
NorthCrest Asset Manangement, LLC 0.02% Reduce -9.5% 14,727 $843K
Mayfair Advisory Group, LLC 0.40% Add +4.8% 14,523 $843K
Potomac Fund Management Inc. 0.05% Reduce -5.3% 14,851 $841K
Donaldson Capital Management, LLC 0.03% Reduce -12.2% 14,736 $840K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -1.9% 14,675 $837K
Romano Brothers and Company 0.10% Add +17.5% 14,662 $836K
Waterfront Wealth Inc. 0.19% Add +0.4% 14,652 $835K
Beckerman Institutional, LLC 0.55% Reduce -6.7% 14,647 $835K
Carmel Capital Partners, LLC 0.29% Reduce -0.4% 14,636 $834K
Jentner Corp 0.22% Reduce -1.0% 14,617 $833K
Exchange Bank 0.66% Reduce -0.2% 14,586 $832K
Capital Advantage, Inc. 0.13% Add +2.6% 14,567 $830K
Sequent Planning LLC 0.26% Add +7.5% 14,390 $820K
TriaGen Wealth Management LLC 0.25% New 14,353 $818K
Boston Trust Walden Corp 0.01% Reduce -4.8% 14,348 $818K
Modus Advisors, LLC 0.24% Add +0.1% 14,347 $818K
Colton Groome Financial Advisors, LLC 0.28% Reduce -6.3% 14,343 $818K
First National Bank & Trust Co. of Newtown 0.16% Reduce -0.7% 14,325 $817K
Forvis Mazars Wealth Advisors, LLC 0.02% Add +39.8% 14,294 $815K
McDonald Partners LLC 0.20% New 14,249 $812K
Bluespring Wealth Management, LLC 0.08% Reduce -4.7% 14,208 $810K
First Merchants Corp. 0.03% Add +5.4% 14,120 $805K
BigSur Wealth Management LLC 0.20% No change 14,100 $804K
Phillips Financial Management, LLC 0.06% Reduce -27.3% 14,099 $804K
Northstar Advisory Group, LLC 0.39% Reduce -2.8% 14,019 $799K
Sage Rhino Capital LLC 0.17% Add +3.4% 14,006 $798K
Lake Street Private Wealth, LLC 0.11% Reduce -11.0% 13,944 $795K
Pathway Financial Advisors LLC 0.12% Reduce -0.8% 13,904 $793K
Sonoma Private Wealth LLC 0.97% No change 13,895 $792K
Latitude Advisors, LLC 0.40% Add +4.4% 13,873 $791K
Clarendon Private LLC 0.76% Add +2.1% 13,868 $791K
Financial & Tax Architects, LLC 0.19% Add +32.6% 13,806 $787K
Northeast Financial Consultants Inc 0.03% No change 13,786 $786K
Koesten, Hirschmann & Crabtree, INC. 0.40% Add +117.8% 13,696 $781K
Brand Asset Management Group, Inc. 0.29% Reduce -5.5% 13,649 $778K
Godsey & Gibb, Inc. 0.07% Add +2.9% 13,625 $777K
Petix & Botte Co 0.19% Reduce -12.1% 13,556 $773K
Next Capital Management LLC 0.29% Add +7.0% 13,532 $771K
Ritter Daniher Financial Advisory LLC / DE 0.19% Add +1.5% 13,500 $770K
Claro Advisors Inc. 0.13% Reduce -5.0% 13,492 $769K
Fortress Financial Group, LLC 0.65% Add +0.1% 13,457 $767K
Richards, Merrill & Peterson, Inc. 0.36% Add +18.7% 13,389 $763K
WNY Asset Management, LLC 0.08% Reduce -3.8% 13,358 $762K
Tufton Capital Management 0.14% Add +12.6% 13,351 $761K
Cornerstone Advisors Asset Management, LLC 0.15% Reduce -5.6% 13,332 $760K
Vestia Personal Wealth Advisors 0.52% Add +13.4% 13,313 $759K
GWN Securities Inc. 0.14% Reduce -34.2% 13,296 $759K
Prosperity Wealth Management, Inc. 0.28% Add +77.3% 13,287 $757K
Jennison Associates LLC 0.00% New 13,274 $757K
Intelligence Driven Advisers, LLC 0.11% Add +17.1% 13,244 $755K
Obsidian Cio, LLC 0.11% Add +139.9% 13,229 $754K
Dodds Wealth, LLC 0.20% Reduce -0.0% 13,190 $752K
Independence Bank of Kentucky 0.11% Add +7.4% 13,135 $749K
Silver Oak Wealth Advisors Services, LLC 0.54% No change 13,070 $745K
Dohj, LLC 0.22% Reduce -0.0% 14,411 $744K
FLC Capital Advisors 0.15% Add +134.5% 13,027 $743K
Resonant Capital Advisors, LLC 0.05% No change 13,000 $741K
Wellspring Financial Advisors, LLC 0.07% Add +37.7% 12,962 $739K
Ledyard National Bank 0.07% Reduce -29.0% 12,920 $737K
Macroview Investment Management LLC 0.60% Add +20.4% 12,901 $735K
Innovative Wealth Building LLC 0.61% Reduce -55.7% 12,870 $734K
Aprio Wealth Management, LLC 0.08% Add +0.2% 12,851 $733K
DecisionPoint Financial, LLC 0.19% Reduce -4.3% 12,847 $732K
Summit X, LLC 0.14% Add +110.3% 12,810 $730K
Legacy Capital Wealth Partners, LLC 0.17% Reduce -7.6% 12,800 $730K
St. Clair Advisors, LLC 0.19% Add +0.8% 12,775 $728K
Letson Investment Management, Inc. 0.29% No change 12,688 $723K
Alaethes Wealth, LLC 0.22% Add +3.2% 12,669 $722K
Evernest Financial Advisors, LLC 0.23% Add +96.5% 12,661 $722K
Bedel Financial Consulting, Inc. 0.10% Add +0.3% 12,628 $720K
Ascentis Independent Advisors 0.13% Reduce -8.5% 12,626 $720K
Alpha Financial Advisors, LLC 0.28% Add +96.0% 12,625 $720K
Objective Capital Management, LLC 0.81% Reduce -6.6% 12,615 $719K
Redmond Asset Management, LLC 0.17% Reduce -0.7% 12,600 $718K
Spectrum Asset Management, Inc. (NB/CA) 0.31% Reduce -5.2% 12,599 $718K
Brookwood Investment Group LLC 0.12% Reduce -47.9% 12,556 $716K
Missouri Trust & Investment Co 0.23% Reduce -0.4% 12,525 $714K
Beam Wealth Advisors, Inc. 0.21% Add +3.8% 12,511 $713K
Vigilare Wealth Management 0.27% Add +0.0% 12,462 $710K
Abbot Financial Management, Inc. 0.33% No change 12,461 $710K
Round Rock Advisors LLC 0.12% Reduce -9.7% 12,458 $710K
Fayez Sarofim & Co 0.00% No change 12,444 $709K
Arkos Global Advisors 0.10% No change 12,424 $708K
Skyline Advisors, Inc. 0.26% No change 12,418 $708K
River Wealth Advisors LLC 0.09% Add +1.0% 12,370 $705K
Webster Bank, N. A. 0.07% Add +8.2% 12,352 $704K
Eagle Global Advisors LLC 0.03% Reduce -2.4% 12,323 $703K
VeraBank, N.A. 0.14% Add +45.3% 12,301 $701K
Elgethun Capital Management 0.14% Add +0.3% 12,283 $700K
Planned Solutions, Inc. 0.27% Reduce -28.6% 12,252 $698K
Van Den Berg Management I, Inc. 0.20% Reduce -3.8% 12,246 $698K
Opulen Financial Group LLC 0.57% Add +0.7% 12,237 $698K
TrueWealth Advisors, LLC 0.21% Add +2.9% 12,202 $696K
Fielder Capital Group LLC 0.19% No change 12,187 $695K
Grandfield & Dodd, LLC 0.04% No change 12,170 $694K
Matisse Capital 0.33% No change 12,113 $691K
KFA Private Wealth Group, LLC 0.21% Add +21.8% 12,057 $687K
Darden Wealth Group Inc 0.42% New 12,042 $687K
Werba Rubin Papier Wealth Management 0.13% Add +82.0% 12,025 $686K
Outbound Financial Inc 0.63% — 12,023 $685K
Radnor Capital Management, LLC 0.11% No change 12,020 $685K
Athena Investment Management 0.38% Add +110.4% 11,994 $684K
Curtis Advisory Group, LLC 0.17% Add +2.9% 11,831 $674K
Ethos Financial Group, LLC 0.06% Add +109.5% 11,827 $674K
Guardian Asset Advisors, LLC 0.39% Add +4.0% 11,819 $674K
Asset Management Group, Inc. 0.12% Add +42.8% 11,820 $674K
MeadowBrook Investment Advisors LLC 0.61% Reduce -2.5% 11,796 $672K
Fingerlakes Wealth Management, Inc. 0.50% Add +48.3% 11,758 $670K
Barnes Dennig Private Wealth Management LLC 0.80% Add +0.0% 11,757 $670K
HTG Investment Advisors, Inc. 0.25% Reduce -0.2% 11,700 $667K
Independent Wealth Network Inc. 0.24% Reduce -5.1% 11,660 $665K
Integrity Financial Corp 0.34% Add +93.1% 11,648 $664K
Advance Capital Management, Inc. 0.03% Reduce -8.0% 11,621 $663K
Villere St Denis J & Co. LLC 0.07% Reduce -17.1% 11,610 $662K
Everett Harris & Co. 0.01% Reduce -19.3% 11,481 $655K
Cornerstone Financial Group, LLC 0.56% Add +0.7% 11,469 $654K
Quantum Financial Advisors, LLC 0.09% Reduce -1.0% 11,437 $652K
Integral Investment Advisors, Inc. 0.19% No change 11,402 $650K
MJT & Associates Financial Advisory Group, Inc. 0.80% No change 11,369 $648K
LCNB Corp. 0.23% Reduce -11.8% 11,364 $648K
Fund Evaluation Group, LLC 0.03% Add +4.0% 11,328 $646K
Wealth Dimensions Group, Ltd. 0.14% Add +6.2% 11,327 $646K
Stanley-Laman Group, Ltd. 0.10% Add +4.4% 11,286 $643K
Jackson Creek Investment Advisors LLC 0.17% Reduce -1.9% 11,274 $643K
Urban Financial Advisory Corp 0.32% Add +7.6% 11,278 $643K
Chatham Capital Group, Inc. 0.10% No change 11,260 $642K
Bluesphere Advisors LLC 0.32% Add +63.1% 11,257 $642K
West Michigan Advisors, LLC 0.18% Reduce -0.9% 11,227 $640K
Oak Wealth Advisors LLC 0.41% Add +2.5% 11,217 $639K
American Alpha Advisors, LLC 0.51% Add +15.9% 11,188 $638K
Advisory Alpha, LLC 0.02% Add +108.4% 11,142 $635K
KKM Financial LLC 0.22% No change 11,162 $635K
Summit Wealth & Retirement Planning, Inc. 0.17% Add +0.0% 11,127 $634K
Binnacle Investments Inc 0.41% No change 11,126 $634K
InTrack Investment Management Inc 0.42% Reduce -42.9% 11,051 $630K
Transcend Capital Advisors, LLC 0.05% Add +8.2% 11,038 $629K
Farmers National Bank 0.17% Reduce -1.4% 11,013 $628K
Tepp RIA, LLC 0.81% Reduce -38.4% 10,962 $625K
Alpha Cubed Investments, LLC 0.02% Add +168.3% 10,935 $623K
Kelly Financial Services LLC 0.18% Add +1.1% 10,889 $621K
Valtinson Bruner Financial Planning LLC 0.19% Reduce -9.9% 10,881 $620K
IPG Investment Advisors LLC 0.12% Add +7.5% 10,880 $620K
Genesis Private Wealth, LLC 0.29% Reduce -1.2% 10,865 $619K
Stage Harbor Financial, LLC 0.50% Add +0.0% 10,848 $618K
Icon Wealth Advisors, LLC 0.04% Add +0.6% 10,830 $617K
Heritage Investors Management Corp. 0.02% Add +0.9% 10,799 $616K
Empirical Asset Management, LLC 0.19% Add +7.5% 10,782 $615K
SwitchPoint Financial Planning, LLC 0.50% Add +48.2% 10,700 $610K
SKY-Mountain Capital Management, Inc. 0.41% Reduce -16.2% 10,558 $610K
Frontier Asset Management, LLC 0.17% Add +0.8% 10,666 $608K
Pacific Sage Partners, LLC 0.12% Add +34.6% 10,657 $608K
Carnegie Investment Counsel 0.01% Add +4.4% 10,628 $606K
Hemenway Trust Co LLC 0.05% Reduce -15.4% 10,623 $606K
Horan Securities, Inc. 0.21% Add +0.1% 10,581 $603K
Wealth Alliance, LLC 0.07% Reduce -3.8% 10,542 $601K
Foster Dykema Cabot & Partners, LLC 0.04% Add +92.0% 10,474 $597K
Edge Financial Advisors LLC 0.31% New 10,474 $597K
Michels Family Financial, LLC 0.51% Reduce -8.3% 10,456 $596K
Heritage Wealth Advisors 0.03% Add +0.7% 10,453 $596K
Kelleher Financial Advisors 0.21% No change 10,365 $591K
David Wealth Management LLC 0.44% No change 10,360 $591K
Shakespeare Wealth Management, LLC 0.16% Add +2.5% 10,343 $590K
Beacon Financial Advisory LLC 0.15% Reduce -6.4% 10,336 $589K
Cherry Creek Investment Advisors, Inc. 0.28% Reduce -0.7% 10,334 $589K
Lee Danner & Bass Inc. 0.05% Add +41.0% 10,318 $588K
XML Financial, LLC 0.05% Add +33.2% 10,293 $587K
Austin Wealth Management, LLC 0.10% Reduce -18.6% 10,434 $587K
Sierra Ocean, LLC 0.42% No change 10,262 $585K
Elyxium Wealth, LLC 0.22% New 10,202 $582K
Viawealth, LLC 0.34% Reduce -2.4% 10,140 $578K
Kagan Cocozza Asset Management 0.44% Reduce -1.7% 10,115 $577K
Zions Bancorporation, National Association 0.03% No change 10,104 $576K
Calamos Wealth Management LLC 0.02% Add +70.5% 10,100 $576K
Sound Income Strategies, LLC 0.03% Add +17.4% 10,008 $571K
Louisbourg Investments Inc. 0.13% No change 10,000 $570K
Cordatus Wealth Management LLC 0.14% New 9,977 $569K
Gallagher Fiduciary Advisors, LLC 0.02% Add +5002.6% 11,901,177 $569K
Headlands Technologies LLC 0.07% Reduce -67.7% 9,954 $567K
2UniFi Bank 0.32% Add +75.4% 9,947 $567K
First Interstate Bank 0.03% Add +18.1% 9,921 $566K
Eagle Strategies LLC 0.09% Add +68.3% 9,913 $565K
Peak Asset Management, LLC 0.10% No change 9,904 $565K
Denver PWM, LLC 0.18% Add +0.7% 9,897 $564K
Snider Financial Group 0.16% Reduce -8.8% 9,842 $561K
Fourth Dimension Wealth, LLC 0.24% Add +5.0% 9,811 $559K
Vicus Capital 0.05% New 9,790 $558K
Center For Asset Management LLC 0.34% Reduce -21.3% 11,639 $556K
Powers Advisory Group, LLC 0.24% Add +115.5% 9,552 $545K
L.M. Kohn & Company 0.15% Reduce -50.0% 9,551 $545K
Montag A & Associates Inc. 0.03% Reduce -9.5% 9,506 $542K
Vista Capital Partners, Inc. 0.06% Add +85.3% 9,470 $540K
Kera Capital Partners, Inc. 0.11% Add +18.3% 9,450 $539K
North Berkeley Wealth Management, LLC 0.49% Reduce -1.0% 9,444 $538K
Vantage Point Financial LLC 0.24% Add +5.9% 9,433 $538K
Sheridan Capital Management, LLC 0.37% New 9,423 $537K
McLean Asset Management Corp 0.14% Reduce -1.2% 9,392 $537K
STAR Financial Bank 0.34% Reduce -4.6% 9,360 $534K
Wimmer Associates 1, LLC 0.27% Add +8.2% 9,360 $534K
Good Life Advisors, LLC 0.03% Add +42.8% 9,357 $533K
Mustard Seed Financial, LLC 0.38% Reduce -10.9% 9,357 $533K
Private Wealth Group, LLC 0.28% No change 9,356 $533K
Impact Partnership Wealth, LLC 0.10% Reduce -1.2% 9,351 $533K
Independent Advisor Alliance 0.02% Add +49.1% 9,343 $533K
Carter Financial Group, INC. 0.35% — 9,334 $532K
Community Bank of Raymore 0.39% New 9,330 $532K
Rooted Wealth Advisors, Inc. 0.18% Reduce -2.0% 9,320 $530K
Holistic Financial Partners 0.23% Add +22.4% 9,127 $520K
TL Private Wealth 0.22% Add +0.8% 9,197 $520K
Alexander Randolph Advisory, Inc. 0.46% No change 9,100 $519K
Global Assets Advisory, LLC 0.20% Add +66.1% 9,104 $519K
Insight Advisors, LLC/ PA 0.08% Add +0.2% 9,092 $518K
Haven Private, LLC 0.23% Reduce -4.1% 9,090 $518K
GEM Asset Management, LLC 0.26% Add +0.8% 9,154 $517K
Wellington Capital Management, Inc. 0.77% — 9,020 $514K
Capital Management Associates, Inc 0.16% Reduce -54.7% 9,010 $514K
Total Wealth Planning, LLC 0.06% Add +18.1% 8,988 $512K
SeaBridge Investment Advisors LLC 0.10% No change 8,959 $511K
Strategic Financial Partners, Ltd. 0.23% No change 8,871 $506K
Capstone Wealth Management Group LLC 0.37% Add +4.2% 8,869 $506K
First Foundation Advisors 0.02% Add +48.6% 8,865 $505K
Schaper Benz & Wise Investment Counsel Inc. 0.04% Add +57.0% 8,859 $505K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 8,847 $504K
BWM Planning, LLC 0.17% Add +0.1% 8,846 $504K
Archer Investment Management, LLC 0.36% Reduce -1.4% 8,792 $501K
Seneschal Advisors, LLC 0.39% Reduce -11.4% 8,781 $501K
B & T Capital Management DBA Alpha Capital Management 0.09% Add +0.7% 8,735 $498K
Fiduciary Alliance LLC 0.04% Add +3.5% 8,732 $498K
Ruedi Wealth Management, Inc. 0.15% Reduce -0.2% 8,720 $497K
American State Bank (Iowa) 0.27% Add +21.2% 8,693 $496K
CWS Financial Advisors, LLC 0.14% Add +0.2% 8,687 $495K
Key Client Fiduciary Advisors, LLC 0.20% Add +6.3% 8,677 $495K
Coordinated Financial Services, Inc. 0.35% — 8,672 $494K
Braun-Bostich & Associates Inc. 0.34% Reduce -34.7% 8,670 $494K
5th Street Advisors, LLC 0.24% Reduce -19.1% 8,651 $493K
Lincoln Capital LLC 0.09% Reduce -1.3% 8,567 $488K
Fourpath Capital Management, LLC 0.08% Add +0.0% 8,527 $486K
HHM Wealth Advisors, LLC 0.06% Add +1.8% 8,493 $484K
Moss Adams Wealth Advisors LLC 0.04% Reduce -19.4% 8,485 $484K
NWF Advisory Services Inc. 0.06% Add +27.0% 8,481 $484K
Retirement Guys Formula LLC 0.18% Add +0.2% 8,936 $483K
Gibson Capital, LLC 0.10% Add +0.2% 8,469 $483K
J. W. Coons Advisors, LLC 0.11% Add +1.0% 8,455 $482K
Foster Victor Wealth Advisors, LLC 0.03% Reduce -39.9% 8,405 $482K
Advantage Trust Co 0.24% Add +1051.2% 8,438 $481K
Adirondack Trust Co. 0.17% Reduce -6.9% 8,398 $479K
Foguth Wealth Management, LLC. 0.10% Add +35.0% 8,378 $478K
McDaniel Terry & Co. 0.04% No change 8,365 $477K
KPP Advisory Services LLC 0.08% Reduce -7.0% 8,355 $476K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.06% Add +1.6% 8,307 $474K
21 West Wealth Management LLC 0.48% — 8,294 $473K
Alteri Wealth LLC 0.18% Add +3.1% 8,255 $471K
Pinnacle Wealth Planning Services, Inc. 0.06% New 8,238 $470K
Talisman Wealth Advisors LLC 0.43% Add +0.5% 8,227 $469K
Citrine Capital LLC 0.25% Add +1.2% 8,182 $466K
Stonebridge Capital Advisors LLC 0.04% Add +38.0% 8,180 $466K
Siligmueller & Norvid Wealth Advisors LLC 0.18% No change 8,220 $466K
GFS Advisors, LLC 0.06% New 8,159 $465K
Caitlin John, LLC 0.42% Reduce -4.2% 8,150 $465K
Garden State Investment Advisory Services LLC 0.13% Reduce -3.7% 8,134 $464K
Anchor Investment Management, LLC 0.04% Reduce -12.5% 8,126 $463K
Independent Solutions Wealth Management, LLC 0.09% Reduce -1.3% 8,124 $463K
Richmond Investment Services, LLC 0.10% Add +86.8% 8,113 $462K
Blue Zone Wealth Advisors, LLC 0.12% Add +8.7% 8,107 $462K
Next Level Private LLC 0.15% Reduce -1.5% 8,094 $461K
Revisor Wealth Management LLC 0.17% Reduce -6.5% 8,032 $461K
First United Bank & Trust 0.16% No change 8,065 $460K
SkyOak Wealth, LLC 0.09% Reduce -16.4% 8,052 $459K
Wealth Management Nebraska 0.06% Add +12.0% 8,067 $458K
Aaron Wealth Advisors LLC 0.05% Add +3.8% 8,039 $458K
Element Wealth, LLC 0.21% Reduce -6.5% 8,035 $458K
Capstone Financial Advisors, Inc. 0.03% Reduce -3.8% 8,018 $457K
Ellsworth Advisors, LLC 0.11% Reduce -9.1% 8,007 $456K
Alliance Wealth Advisors, LLC 0.25% Add +11.5% 7,999 $456K
HBW Advisory Services LLC 0.06% Reduce -8.3% 7,995 $456K
Sendero Wealth Management, LLC 0.06% No change 7,994 $456K
Argyle Capital Partners, LLC 0.38% Add +16.6% 7,989 $455K
Burney Co./ 0.02% Reduce -19.5% 7,969 $454K
Brown Financial Advisory 0.25% Add +22.1% 7,903 $451K
Lam Group, Inc. 0.30% Add +0.1% 7,882 $449K
Tocqueville Asset Management L.P. 0.01% Add +0.8% 7,882 $449K
Greenwood Capital Associates LLC 0.06% Reduce -18.2% 7,879 $449K
Financial Alternatives, Inc 0.29% Reduce -8.9% 7,870 $449K
Moody LYNN Lieberson & Walker, LLC 0.03% Add +10.0% 7,866 $448K
TCI Wealth Advisors, Inc. 0.03% Add +5.1% 7,844 $447K
Keyes, Stange & Wooten Wealth Management, LLC 0.23% Reduce -3.2% 7,806 $445K
Realta Investment Advisors 0.17% Reduce -33.3% 7,684 $438K
Hubbell Strickland Wealth Management, LLC 0.19% Add +12.4% 7,679 $438K
Sonora Investment Management Group, LLC 0.03% Reduce -2.6% 7,602 $433K
Harbor Group, Inc. 0.08% Add +9.6% 7,517 $429K
Iowa State Bank 0.09% No change 7,511 $428K
Emerald Advisors, LLC 0.05% Reduce -4.1% 7,490 $427K
Mitchell Capital Management Co. 0.08% No change 7,519 $426K
GW&K Investment Management, LLC 0.00% Add +17.0% 7,447 $425K
First Pacific Financial 0.06% Add +7.8% 7,447 $425K
Accredited Investor Services, LLC 0.32% Add +9.9% 7,430 $424K
Watchman Group, Inc. 0.11% No change 7,415 $423K
Blue Barn Wealth, LLC 0.20% Reduce -5.2% 7,430 $422K
Stonegate Investment Group, LLC 0.01% New 7,388 $421K
Colonial River Investments, LLC 0.18% Reduce -27.0% 7,318 $420K
Mechanics Bank Trust Department 0.06% Add +7.3% 7,334 $418K
Yardley Wealth Management LLC 0.23% Reduce -17.5% 7,318 $417K
Willow Creek Wealth Management Inc. 0.04% Reduce -3.9% 7,313 $417K
Sunbeam Capital Management, LLC 0.32% Reduce -7.7% 7,302 $416K
Hidden Cove Wealth Management, LLC 0.30% Reduce -2.2% 7,299 $416K
Onyx Bridge Wealth Group LLC 0.06% Add +4.5% 7,297 $416K
Sharper & Granite LLC 0.16% Reduce -0.6% 7,260 $415K
Astoria Portfolio Advisors LLC. 0.12% Reduce -2.9% 7,138 $415K
Voisard Asset Management Group, Inc. 0.11% Add +53.4% 7,259 $414K
Bridge Creek Capital Management LLC 0.12% Add +6.9% 7,257 $414K
Cozad Asset Management Inc. 0.04% Add +24.4% 7,251 $413K
Klingenstein Fields & Co. LP 0.02% Reduce -1.4% 7,230 $412K
Penobscot Investment Management Company, Inc. 0.04% No change 7,226 $412K
Occidental Asset Management, LLC 0.06% Add +7.7% 7,215 $411K
Stonebridge Financial Group, LLC 0.04% Add +4.1% 7,127 $406K
Hollencrest Capital Management 0.02% Add +22.6% 7,117 $406K
Hibernia Wealth Partners, LLC 0.15% New 7,112 $405K
Heritage Wealth Management, Inc. 0.31% Reduce -0.1% 7,105 $405K
Schorn Wealth LLC 0.13% Reduce -2.1% 7,093 $404K
Rothschild Investment LLC 0.03% Add +36.8% 7,093 $404K
Howe & Rusling Inc. 0.03% Add +47.8% 7,091 $404K
Yoffe Investment Management, LLC 0.55% No change 7,089 $404K
Whalen Wealth Management Inc. 0.25% Reduce -12.1% 7,082 $404K
Stanich Group LLC 0.36% Add +3.8% 7,061 $402K
Tme Financial, Inc. 0.32% Add +4.3% 7,043 $402K
BCS Wealth Management 0.09% Add +0.9% 7,033 $401K
Able Wealth Management LLC 0.20% Reduce -4.7% 7,026 $401K
Intelligent Financial Strategies 0.21% Add +0.6% 7,013 $400K
Financial Management Network Inc. 0.07% Add +1.1% 6,962 $398K
CRA Financial Services, LLC 0.06% Add +7.4% 6,975 $398K
Synergy Investment Management, LLC 0.24% Reduce -9.2% 6,957 $397K
Physician Wealth Advisors, Inc. 0.06% Add +0.4% 6,952 $396K
Detalus Advisors, LLC 0.11% Reduce -1.9% 6,949 $396K
Maxele Advisors, LLC 0.35% Add +14.7% 6,944 $396K
AssuredPartners Investment Advisors, LLC 0.10% Reduce -17.3% 6,937 $395K
Harvest Investment Services, LLC 0.09% Reduce -9.3% 6,897 $393K
Evolution Wealth Advisors, LLC 0.06% Add +3.8% 6,874 $392K
Cedar Point Capital Partners, LLC 0.28% Reduce -10.0% 6,868 $392K
Pasadena Private Wealth, LLC 0.07% Add +2.3% 6,829 $389K
Apexium Financial, LP 0.02% Reduce -6.9% 6,829 $389K
Monarch Capital Management Inc. 0.10% Reduce -4.5% 6,808 $388K
Kendall Capital Management 0.10% No change 6,802 $388K
Apollon Financial, LLC 0.08% Reduce -12.2% 6,792 $387K
Scratch Capital LLC 0.31% New 6,789 $387K
Country Club Bank 0.02% Add +32.6% 6,802 $387K
Salem Investment Counselors Inc. 0.01% Reduce -6.0% 6,749 $385K
Carolina Wealth Advisors, LLC 0.19% New 6,740 $384K
Provenance Wealth Advisors, LLC 0.06% Reduce -3.6% 6,728 $384K
Clark Financial Services Group Inc. 0.24% No change 6,727 $384K
Saxon Interests, Inc. 0.18% No change 7,543 $383K
Performance Wealth Partners, LLC 0.01% Add +1.6% 6,715 $383K
CM Wealth Advisors LLC 0.11% No change 6,698 $382K
Kesler, Norman & Wride, LLC 0.07% New 6,689 $381K
Compass Financial Group, INC 0.06% Reduce -10.3% 6,680 $381K
Atlas Brown,Inc. 0.12% Add +7.4% 6,634 $378K
Newman Dignan & Sheerar, Inc. 0.09% Add +3.4% 6,617 $377K
Atlas Capital Advisors Inc. 0.05% No change 6,615 $377K
Westfuller Advisors, LLC 0.21% Add +0.8% 6,583 $375K
JDH Wealth Management, LLC 0.29% No change 6,583 $375K
O'Connor Financial Group LLC 0.17% Add +5.3% 6,550 $375K
Huntleigh Advisors, Inc. 0.07% Reduce -3.2% 6,558 $374K
Arcadia Wealth Management, Inc. 0.25% No change 6,551 $373K
Princeton Global Asset Management LLC 0.07% Add +60.9% 6,550 $373K
M1 Capital Management LLC 0.19% Add +5.9% 6,520 $372K
Aspiring Ventures, LLC 0.17% No change 6,515 $371K
First Business Financial Services, Inc. 0.03% No change 6,514 $371K
LaSalle St. Investment Advisors, LLC 0.10% Reduce -7.9% 6,517 $371K
Beacon Bank & Trust 0.08% Reduce -1.7% 6,502 $371K
Rovin Capital /Ut/ 0.11% Add +0.0% 6,479 $369K
Inspire Advisors, LLC 0.04% Add +2.0% 6,453 $368K
Mine & Arao Wealth Creation & Management, LLC. 0.16% Add +0.8% 6,447 $368K
Members Trust Co 0.01% Reduce -20.9% 6,438 $367K
Prodigy Asset Management LLC 0.24% Add +6.7% 6,433 $367K
Endeavor Private Wealth, Inc. 0.17% Reduce -35.2% 6,430 $367K
First Financial Group Corp 0.36% Reduce -0.5% 6,409 $365K
SWP Financial LLC 0.20% No change 6,405 $365K
Stone House Investment Management, LLC 0.07% Add +229.5% 6,403 $365K
Strait & Sound Wealth Management LLC 0.15% New 6,392 $364K
Gilman Hill Asset Management, LLC 0.06% New 6,388 $364K
TBH Global Asset Management, LLC 0.08% Reduce -79.1% 6,366 $363K
Patton Albertson Miller Group, LLC 0.05% No change 6,340 $361K
Market Street Wealth Management Advisors LLC 0.06% Add +0.5% 6,337 $361K
Awm Capital, LLC 0.04% Add +0.3% 6,332 $361K
Bank Ozk 0.14% Add +17.8% 6,280 $358K
Selective Wealth Management, Inc. 0.13% Add +0.2% 6,240 $358K
Coastal Bridge Advisors, LLC 0.03% New 6,270 $357K
Sunpointe, LLC 0.14% Reduce -12.9% 6,243 $356K
Columbia River Financial Group, LLC 0.23% Reduce -3.1% 6,266 $355K
ARK & TLK Investments, LLC 0.11% Add +0.5% 6,221 $355K
Morangie Management LLC 0.31% New 6,217 $354K
Conquis Financial LLC 0.34% Reduce -25.8% 6,159 $351K
S&co Inc. 0.02% No change 6,150 $350K
Guidance Point Advisors, LLC 0.09% Add +1.5% 6,129 $349K
Atwater Malick LLC 0.11% No change 6,121 $349K
Wealth Alliance Advisory Group, LLC 0.07% Reduce -1.0% 6,095 $347K
Sterling Investment Advisors LLC 0.18% Reduce -27.9% 3,840 $346K
Persium Advisors, LLC 0.29% No change 6,057 $345K
Black Swift Group, LLC 0.07% Add +8.3% 6,051 $345K
Embree Financial Group 0.05% New 6,046 $345K
Financial Partners Group, LLC 0.12% New 6,004 $342K
TD Capital Management LLC 0.03% Add +85.3% 5,988 $341K
Mascagni Wealth Management, Inc. 0.29% Add +5.1% 5,987 $341K
Landaas & Co. /Wi 0.08% Add +7.4% 5,960 $340K
Fortis Capital Management LLC 0.05% Add +1.2% 5,954 $339K
Jaffetilchin Investment Partners, LLC 0.02% Reduce -10.7% 5,950 $339K
Sit Investment Associates Inc. 0.01% No change 5,955 $339K
Impact Capital Partners LLC 0.11% No change 5,941 $339K
Magnolia Private Wealth, LLC 0.26% Reduce -3.5% 5,938 $339K
Chicago Capital, LLC 0.01% Add +35.5% 5,915 $337K
American National Bank & Trust 0.03% Add +98.6% 5,911 $337K
OneAscent Wealth Management LLC 0.12% Add +12.2% 5,872 $335K
Ti-Trust, Inc. 0.22% Add +7.2% 5,869 $335K
Tyler-Stone Wealth Management 0.05% Add +24.5% 5,863 $334K
HORAN Wealth, LLC 0.10% — 5,859 $334K
Clarity Wealth Advisors, LLC 0.08% Add +1.7% 5,851 $334K
Meridian Wealth Partners, LLC 0.05% Add +27.6% 5,851 $334K
Tull Financial Group, Inc. 0.15% Add +2.0% 5,832 $332K
SlateStone Wealth, LLC 0.03% Reduce -0.4% 5,828 $332K
AA Financial Advisors, LLC 0.07% Reduce -7.2% 5,819 $332K
Melfa Wealth Management, Inc. 0.21% Add +0.0% 5,814 $331K
Truvestments Capital LLC 0.07% No change 5,808 $331K
Westbourne Investments, Inc. 0.18% No change 5,776 $329K
True Link Financial Advisors, LLC 0.02% New 5,775 $329K
Base Wealth Management LLC 0.21% No change 5,762 $328K
Advisor Resource Council 0.16% Reduce -96.6% 5,753 $328K
Lee, Kelleher & Klein Wealth Management 0.22% No change 5,740 $327K
Tribridge Partners Financial LLC 0.19% — 5,744 $327K
Providence Capital Advisors, LLC 0.06% Reduce -4.9% 5,726 $326K
Alta Wealth Advisors LLC 0.15% Add +20.6% 5,691 $324K
Mainsail Asset Management, LLC 0.20% Add +3.8% 5,685 $324K
Navalign, LLC 0.09% Reduce -7.1% 5,665 $323K
Rossby Financial, LCC 0.12% Add +49.7% 5,635 $321K
Allegheny Financial Group 0.07% New 5,626 $321K
First Financial Bank - Trust Division 0.03% No change 5,626 $321K
Palo Alto Wealth Advisors, LLC 0.12% Reduce -7.7% 5,623 $321K
Efficient Frontier Advisors LLC 0.20% Add +0.3% 5,616 $320K
Private Client Services, LLC 0.12% Reduce -8.3% 5,607 $320K
Evolution Wealth Management Inc. 0.39% — 5,603 $319K
Shore Point Advisors, LLC 0.15% Add +1.0% 5,589 $319K
Wealth Group Ltd 0.08% No change 5,582 $318K
Fortitude Advisory Group L.L.C. 0.18% Add +17.7% 5,582 $318K
Portland Financial Advisors Inc 0.76% Add +7.3% 5,561 $317K
Accretive Wealth Partners, LLC 0.10% Add +0.7% 5,530 $315K
Councilor Wealth, LLC 0.15% Reduce -34.8% 5,515 $314K
MBL Wealth, LLC 0.03% No change 5,496 $313K
Pin Oak Investment Advisors Inc. 0.27% Add +0.3% 6,170 $313K
Significant Wealth Partners LLC 0.15% New 5,469 $312K
Bfsg, LLC 0.03% Add +9.8% 5,443 $310K
Davis Wealth Advisors, LLC 0.33% Add +0.1% 5,434 $310K
Goelzer Investment Management, Inc. 0.02% Add +27.6% 5,431 $310K
Wallace Capital Management Inc. 0.04% Reduce -21.6% 5,428 $309K
WMG Financial Advisors, LLC 0.11% Reduce -3.3% 5,428 $309K
Lakeridge Wealth Management LLC 0.14% Add +0.4% 5,428 $309K
Nautilus Advisors LLC 0.23% No change 5,423 $309K
Westbourne Investment Advisors, Inc. 0.09% No change 5,423 $309K
Vickerman Investment Advisors, Inc. 0.07% No change 5,416 $309K
Alpha Omega Wealth Management LLC 0.06% Reduce -0.9% 5,406 $308K
JSF Financial, LLC 0.07% Add +6.7% 5,395 $308K
Chemistry Wealth Management LLC 0.07% Add +8.2% 5,385 $307K
BlueStem Wealth Partners, LLC 0.04% Reduce -6.5% 5,377 $307K
Winebrenner Capital Management LLC 0.25% Reduce -0.3% 5,375 $306K
Secure Asset Management, LLC 0.06% Reduce -48.8% 5,373 $306K
Aristotle Capital Management, LLC 0.00% Reduce -8.6% 5,370 $306K
S&T Bank 0.09% Reduce -1.4% 5,344 $305K
Vantage Financial Partners, LLC 0.07% Reduce -12.5% 5,341 $305K
Retirement Income Solutions, Inc. 0.06% Reduce -18.6% 5,329 $304K
Cornerstone Advisory, LLC 0.03% New 5,325 $304K
Hamilton Point Investment Advisors, LLC 0.05% No change 5,318 $303K
Atlantic Private Wealth, LLC 0.20% No change 5,289 $302K
Disciplined Investments, LLC 0.13% Reduce -29.4% 5,285 $301K
jvl associates llc 0.11% Reduce -21.0% 5,275 $301K
Austin Asset Management Co Inc 0.06% No change 5,272 $301K
Bensler, LLC 0.03% New 5,244 $299K
Aft, Forsyth & Company, Inc. 0.15% No change 5,200 $296K
Morton Capital Management LLC 0.05% Reduce -13.3% 5,190 $296K
Equitable Trust Co. 0.01% Reduce -4.9% 5,182 $295K
Weatherly Asset Management L. P. 0.03% No change 5,159 $294K
Front Row Advisors LLC 0.10% Reduce -3.3% 5,157 $294K
Sterling Investment Advisors, Ltd. 0.06% No change 5,157 $294K
Park Square Financial Group, LLC 0.21% Add +1.9% 5,153 $294K
Caldwell Sutter Capital, Inc. 0.13% Reduce -6.3% 5,147 $293K
WealthPLAN Partners, LLC 0.05% Reduce -21.9% 5,133 $293K
MKT Advisors LLC 0.12% No change 5,131 $292K
Henrickson Nauta Wealth Advisors, Inc. 0.10% No change 5,115 $292K
Mason Investment Advisory Services, Inc. 0.02% Add +0.8% 5,098 $291K
Watts Gwilliam & Co., LLC 0.05% Add +0.0% 4,827 $291K
SLT Holdings LLC 0.22% New 5,086 $290K
Schmidt P J Investment Management Inc. 0.05% No change 5,064 $289K
High Net Worth Advisory Group LLC 0.08% Add +0.3% 5,034 $287K
Leelyn Smith, LLC 0.05% No change 5,024 $286K
Harrington Investments, INC 0.15% Reduce -9.1% 5,000 $285K
Invenio Wealth Partners LLC 0.11% No change 5,000 $285K
SC&H Financial Advisors, Inc. 0.05% Add +21.3% 4,922 $281K
McGlone Suttner Wealth Management, Inc. 0.04% Reduce -29.4% 4,908 $280K
Martin Worley Group 0.14% Add +24.4% 4,902 $279K
Northwest Quadrant Wealth Management, LLC 0.06% Add +0.8% 4,897 $279K
Colorado Capital Management, Inc. 0.12% New 4,889 $279K
Eastover Investment Advisors LLC 0.13% No change 4,890 $279K
Chris Bulman Inc 0.16% Reduce -9.6% 4,871 $278K
Aspen Wealth Strategies, LLC 0.17% New 4,868 $278K
Collaborative Wealth Managment Inc. 0.12% Reduce -2.3% 4,840 $276K
Harbour Investment Management LLC 0.12% No change 4,829 $275K
DHJJ Financial Advisors, Ltd. 0.10% Add +39.6% 4,826 $275K
BetterWealth, LLC 0.07% No change 4,812 $274K
Wagner Wealth Management, LLC 0.06% New 4,787 $273K
Nvest Financial, LLC 0.14% Reduce -10.8% 4,785 $273K
Spirepoint Private Client, LLC 0.03% No change 4,753 $271K
Canandaigua National Trust Co of Florida 0.19% No change 4,750 $271K
Brightwater Advisory LLC 0.19% New 4,747 $271K
Insight Wealth Strategies, LLC 0.03% New 4,744 $270K
OMNI 360 Wealth, Inc. 0.17% Reduce -6.0% 4,732 $270K
Thompson Davis & Co., Inc. 0.18% No change 4,730 $270K
Exchange Capital Management, Inc. 0.04% Reduce -16.1% 4,729 $270K
Amplius Wealth Advisors, LLC 0.03% Add +0.0% 4,722 $269K
Indie Asset Partners, LLC 0.49% New 4,715 $269K
Satovsky Asset Management LLC 0.06% Reduce -0.5% 4,710 $269K
Robinswood Financial LLC 0.09% Add +116.2% 4,706 $268K
Great Waters Wealth Management 0.03% No change 4,701 $268K
Cascade Investment Group, Inc. 0.18% Reduce -4.1% 4,648 $265K
McIlrath & Eck, LLC 0.03% Reduce -14.7% 4,644 $265K
PCG Wealth Advisors, LLC 0.14% No change 4,638 $264K
Veracity Capital LLC 0.09% New 4,636 $264K
Investmark Advisory Group LLC 0.12% Add +0.4% 4,632 $264K
Balefire, LLC 0.06% Reduce -0.6% 4,600 $262K
First Nebraska Trust Co 0.03% No change 4,596 $262K
JB Capital LLC 0.01% Add +9.4% 4,580 $261K
Ameriflex Group, Inc. 0.14% Reduce -5.5% 4,615 $261K
PUREfi Wealth, LLC 0.21% Reduce -31.9% 4,562 $260K
My Legacy Advisors, LLC 0.09% Reduce -12.1% 4,533 $260K
Axim Planning & Wealth 0.24% Reduce -6.0% 4,540 $259K
Fjell Capital, LLC 0.24% No change 4,535 $259K
Brown Miller Wealth Management, LLC 0.08% Add +0.0% 4,487 $256K
Alaska Wealth Advisors, LLC 0.04% New 4,475 $255K
J2 Capital Management Inc 0.20% No change 4,474 $255K
Seelaus Asset Management LLC 0.23% New 4,473 $255K
Money Concepts Capital Corp. 0.02% Reduce -1.9% 4,453 $254K
Cornerstone Wealth Group, LLC 0.02% New 4,452 $254K
Sivia Capital Partners, LLC 0.09% Add +0.0% 4,443 $253K
Bernardo Wealth Planning LLC 0.05% Add +1.7% 4,396 $251K
WealthTrust Axiom LLC 0.07% No change 4,399 $251K
Truefg, LLC 0.07% Add +0.2% 4,395 $251K
Quest 10 Wealth Builders, Inc. 0.24% Reduce -0.0% 4,382 $250K
Beese Fulmer Investment Management, Inc. 0.02% Add +8.5% 4,382 $250K
Cadence Wealth Management LLC 0.17% New 4,382 $250K
Sunbelt Securities, Inc. 0.02% Reduce -4.7% 5,203 $249K
MPWM Advisory Solutions, LLC 0.16% Reduce -3.2% 4,364 $249K
Cura Wealth Advisors, LLC 0.12% New 4,349 $248K
Cambria Investment Management, L.P. 0.02% New 4,343 $248K
National Wealth Management Group, LLC 0.14% No change 4,324 $247K
Lockerman Financial Group, Inc. 0.33% Add +0.7% 4,318 $246K
Ullmann Wealth Partners Group, LLC 0.03% Add +2.1% 4,314 $246K
Clarity Asset Management, Inc. 0.15% New 4,298 $245K
Frisch Financial Group, Inc. 0.06% No change 4,295 $245K
Community Bank & Trust, Waco, Texas 0.06% Add +4.9% 4,297 $245K
Trust Point Inc. 0.02% Reduce -13.7% 4,294 $245K
Silver Oak Advisory Group, Inc. 0.12% Add +6.7% 4,282 $244K
Argent Advisors, Inc. 0.08% No change 4,267 $243K
Security National Bank 0.04% Add +6.9% 4,267 $243K
Econ Financial Services Corp 0.13% Add +6.9% 4,262 $243K
Hoxton Planning & Management, LLC 0.08% Reduce -1.6% 4,250 $242K
Everest Private Wealth 0.17% New 4,250 $242K
Echo Wealth Management, LLC 0.15% Reduce -91.1% 4,237 $242K
Greenup Street Wealth Management LLC 0.04% Add +0.3% 4,222 $241K
Purkiss Capital Advisors LLC 0.13% New 4,218 $240K
Rock Point Advisors, LLC 0.07% No change 4,215 $240K
One Charles Private Wealth Services, LLC 0.07% No change 4,209 $240K
Forefront Wealth Partners, LLC 0.16% Reduce -70.7% 5,017 $240K
True Wealth Design, LLC 0.08% Reduce -31.5% 4,202 $240K
DF Dent & Co. Inc. 0.00% No change 4,202 $240K
True North Advisors, LLC 0.05% Reduce -76.5% 4,198 $239K
Meridian Financial Advisors, LLC 0.15% No change 4,188 $239K
WealthCollab, LLC 0.13% Reduce -5.2% 4,178 $238K
Greenwich Wealth Management LLC 0.01% No change 4,181 $238K
Brooklyn Investment Group 0.03% Add +335.8% 4,175 $238K
Northwest Bancshares, Inc. 0.04% New 4,174 $238K
Pettyjohn, Wood & White, Inc. 0.04% No change 4,156 $237K
Capstone Wealth Management Group, LLC 0.23% Add +0.8% 4,135 $236K
Madrona Financial Services, LLC 0.06% Add +4.6% 4,128 $235K
Tactive Advisors, LLC 0.08% — 4,127 $235K
Slagle Financial, LLC 0.09% Reduce -22.8% 4,119 $235K
Foster & Motley Inc. 0.01% Reduce -5.9% 4,102 $234K
MBA Advisors LLC 0.11% Add +1.6% 4,099 $234K
Schrum Private Wealth Management LLC 0.19% New 4,095 $233K
Lauterbach Financial Advisors, LLC 0.13% New 4,091 $233K
Barnes Pettey Financial Advisors, LLC 0.16% Reduce -12.9% 4,088 $233K
BlueChip Wealth Advisors LLC 0.10% New 4,082 $233K
Virtue Capital Management, LLC 0.04% Reduce -53.1% 4,082 $233K
Capital Planning LLC 0.07% No change 4,077 $232K
Emergent Wealth Advisors, LLC 0.15% New 4,073 $232K
Ceera Investments, LLC 0.07% New 4,069 $232K
Caliber Wealth Management, LLC / KS 0.02% Add +0.7% 4,068 $232K
Copperleaf Capital, LLC 0.12% New 4,067 $232K
Burns Matteson Capital Management, LLC 0.11% New 4,062 $232K
Main Line Retirement Advisors, LLC 0.13% Add +0.8% 4,059 $231K
Disciplined Investors, L.L.C. 0.18% Add +0.6% 4,058 $231K
Excalibur Management Corp. 0.09% No change 4,058 $231K
Entrewealth, LLC 0.16% Reduce -25.3% 4,022 $229K
Oak Harvest Investment Services 0.03% New 4,021 $229K
Hedges Asset Management LLC 0.18% No change 4,000 $228K
USAdvisors Wealth Management, LLC 0.08% Reduce -6.5% 4,011 $228K
Pavion Blue Capital, LLC 0.10% No change 3,995 $228K
Columbia Bank 0.07% Reduce -20.1% 3,981 $227K
ABLE Financial Group, LLC 0.05% No change 3,971 $226K
Baltimore-Washington Financial Advisors, Inc. 0.01% Add +0.1% 3,966 $226K
Acas, LLC 0.15% No change 3,851 $226K
Two West Capital Advisors LLC 0.15% New 3,893 $226K
Legacy Wealth Asset Management, LLC 0.06% New 3,949 $225K
Jeppson Wealth Management, LLC 0.08% No change 3,947 $225K
Mraz, Amerine & Associates, Inc. 0.04% Reduce -11.2% 3,917 $223K
Alamar Capital Management, LLC 0.12% Reduce -1.9% 3,899 $222K
GPS Wealth Strategies Group, LLC 0.03% Add +66.9% 3,886 $222K
Theory Financial LLC 0.08% No change 3,937 $221K
Sharkey, Howes & Javer 0.03% Reduce -2.3% 3,879 $221K
TFC Financial Management, Inc. 0.03% Add +71.0% 3,861 $220K
Bill Few Associates, Inc. 0.06% New 3,860 $220K
Brown, Lisle/Cummings, Inc. 0.06% No change 3,842 $219K
Circle Wealth Management, LLC 0.00% New 3,823 $218K
Ascentis Wealth Management, LLC 0.06% New 3,822 $218K
Quantum Financial Planning Services, Inc. 0.10% New 3,798 $217K
Infinity Wealth Counsel, LLC 0.22% New 3,797 $217K
Range Financial Group LLC 0.08% New 3,785 $216K
Apeiron RIA LLC 0.06% Reduce -20.3% 3,777 $215K
Ellis Investment Partners, LLC 0.04% New 3,759 $214K
Baldwin Investment Management, LLC 0.03% New 3,754 $214K
Moment Partners, LLC 0.04% Reduce -9.6% 3,749 $214K
Davidson Investment Advisors 0.01% New 3,749 $214K
Winthrop Advisory Group LLC 0.02% New 3,748 $214K
Ames National Corp. 0.14% New 3,736 $213K
Elk River Wealth Management LLC 0.04% New 3,734 $213K
Clarity Financial LLC 0.02% New 3,734 $213K
Pacifica Partners Inc. 0.09% Add +42.4% 3,742 $213K
Sulzberger Capital Advisors, Inc. 0.25% New 3,700 $211K
Holderness Investments Co. 0.05% New 3,697 $211K
Marotta Asset Management 0.04% Reduce -4.4% 3,696 $211K
Noesis Capital Mangement Corp. 0.04% New 3,696 $211K
Wedgewood Investors Inc. 0.24% New 3,669 $209K
Reynders McVeigh Capital Management, LLC 0.01% Reduce -37.7% 3,665 $209K
Cambiar Investors LLC 0.01% New 3,661 $209K
SP Asset Management LLC 0.02% New 3,653 $208K
Financial Guidance Group, Inc. 0.10% New 3,639 $207K
Reyes Financial Architecture, Inc. 0.18% Reduce -33.5% 3,636 $207K
Buckhead Capital Management LLC 0.08% New 3,625 $207K
One Wealth Capital Management, LLC 0.10% New 3,621 $206K
Zullo Investment Group, Inc. 0.08% New 3,621 $206K
Formidable Asset Management, LLC 0.03% No change 4,053 $206K
Simplex Trading, LLC 0.01% Reduce -95.7% 3,614 $206K
Roger Wittlin Investment Advisory, LLC 0.11% New 3,613 $206K
AIFG Consultants Ltd. 0.40% New 3,609 $206K
Flagstone Financial Management 0.06% New 3,596 $205K
Tableaux LLC 0.12% New 3,585 $204K
Canopy Partners, LLC 0.07% New 3,568 $203K
Loudon Investment Management, LLC 0.11% New 3,563 $203K
LifeGoal Investments, LLC 0.19% New 3,562 $203K
Quadcap Wealth Management, LLC 0.03% New 3,559 $203K
Pandora Wealth, Inc. 0.12% No change 3,555 $203K
FourThought Financial Partners, LLC 0.02% New 3,551 $202K
Factor Wealth Management LTD 0.06% New 3,548 $202K
Howard Capital Management Group, LLC 0.01% New 3,537 $202K
Williamson Legacy Group, LLC 0.17% Reduce -33.7% 3,529 $201K
EPG Wealth Management LLC 0.06% New 3,525 $201K
Davies Financial Advisors, Inc. 0.16% Reduce -25.9% 3,516 $200K
Nicholson Wealth Management Group, LLC 0.12% New 3,510 $200K
Gables Capital Management Inc. 0.09% No change 3,509 $200K
Valley National Advisers Inc. 0.03% Add +54.4% 3,456 $197K
Peterson Wealth Services 0.05% No change 3,386 $193K
Redwood Park Advisors LLC 0.15% Reduce -5.5% 3,377 $193K
Global Wealth Strategies & Associates 0.05% Reduce -10.3% 3,358 $191K
Sterling Capital Management LLC 0.00% No change 3,299 $188K
Harbor Asset Planning, Inc. 0.18% — 3,249 $185K
Glen Eagle Advisors, LLC 0.03% Reduce -0.3% 3,206 $183K
Evelyn Partners Asset Management Ltd 0.05% No change 3,182 $181K
Twin Peaks Wealth Advisors, LLC 0.06% New 3,041 $178K
Union Savings Bank 0.08% No change 3,154 $177K
Investors Research Corp 0.03% Reduce -38.1% 3,070 $175K
Nexus Investment Management ULC 0.03% No change 3,024 $172K
Rowlandmiller & Partners.adv 0.04% No change 3,000 $171K
Bogart Wealth, LLC 0.01% Add +2.2% 2,993 $171K
SJS Investment Consulting Inc. 0.03% No change 2,957 $169K
Moisand Fitzgerald Tamayo, LLC 0.02% Reduce -22.4% 2,936 $167K
Woodside Wealth Management LLC 0.14% No change 2,932 $167K
SIMA Wealth Partners, LLC 0.13% Reduce -42.6% 2,912 $166K
Clark Wealth Partners 0.11% Reduce -15.2% 2,890 $165K
Indiana Trust & Investment Management Co 0.05% No change 2,890 $165K
Duncker Streett & Co. Inc. 0.03% No change 2,852 $163K
Tsfg, LLC 0.03% Add +0.4% 2,833 $162K
Total Investment Management Inc. 0.02% New 2,776 $158K
GoalVest Advisory LLC 0.04% Reduce -2.0% 2,703 $154K
North Capital, Inc. 0.13% No change 2,697 $154K
Central Pacific Bank - Trust Division 0.02% Reduce -4.5% 2,658 $152K
Curio Wealth, LLC 0.07% Add +44066.7% 2,650 $151K
High Note Wealth, LLC 0.03% Reduce -46.4% 2,623 $150K
Colonial Trust Advisors 0.01% No change 2,612 $149K
Coston, McIsaac & Partners 0.04% Add +0.0% 2,572 $146K
Signature Resources Capital Management, LLC 0.09% Reduce -18.6% 2,549 $145K
Bulwark Capital Corp 0.12% — 2,540 $145K
Harbor Investment Advisory, LLC 0.01% Add +0.2% 2,530 $144K
Compass Financial Services Inc 0.07% New 2,524 $144K
Putney Financial Group LLC 0.14% New 2,427 $138K
IAG Wealth Partners, LLC 0.02% Reduce -9.8% 2,375 $135K
Trifecta Capital Advisors, LLC 0.02% No change 2,271 $129K
Future Financial Wealth Managment LLC 0.09% No change 2,220 $127K
Concord Wealth Partners 0.02% Add +2.6% 2,211 $126K
Belvedere Trading LLC 0.01% New 2,209 $126K
Legacy Investment Solutions, LLC 0.07% — 2,153 $123K
Legacy Wealth Managment, LLC 0.07% Add +13356.3% 2,153 $123K
Farmers & Merchants Trust Co of Chambersburg PA 0.04% Add +169.9% 2,097 $120K
Creative Capital Management Investments LLC 0.04% No change 2,025 $115K
Promus Capital, LLC 0.07% Add +19.6% 2,018 $115K
Nordwand Advisors, LLC 0.02% No change 2,005 $114K
Hemington Wealth Management 0.02% No change 1,990 $113K
Team Financial Group, LLC 0.05% New 1,920 $109K
Evensky & Katz LLC 0.01% Reduce -48.9% 1,898 $108K
Accredited Wealth Management, LLC 0.08% No change 1,765 $101K
Beacon Capital Management, LLC 0.01% Reduce -20.9% 1,732 $99K
Olistico Wealth, LLC 0.05% No change 1,708 $97K
Consultiva Wealth Management, Corp. 0.30% No change 1,684 $96K
Riggs Asset Managment Co. Inc. 0.02% Add +6.3% 1,649 $94K
Logan Capital Management Inc. 0.00% Reduce -19.5% 1,622 $92K
Longview Financial Advisors LLC 0.06% No change 1,619 $92K
Ironwood Wealth Management, LLC. 0.03% Reduce -43.9% 1,616 $92K
Sittner & Nelson, LLC 0.04% No change 1,591 $91K
Jackson, Grant Investment Advisers, Inc. 0.03% Add +9.7% 1,586 $90K
First Command Advisory Services, Inc. 0.00% Add +0.0% 1,560 $89K
MCF Advisors LLC 0.01% Reduce -37.9% 1,537 $88K
Paladin Advisory Group, LLC 0.07% No change 1,519 $87K
West Branch Capital LLC 0.03% Add +81.7% 1,517 $86K
LRI Investments, LLC 0.01% No change 1,501 $86K
North Ridge Wealth Advisors, Inc. 0.05% Add +3222.2% 1,495 $85K
Painted Porch Advisors LLC 0.03% Add +9.2% 1,467 $84K
Canton Hathaway, LLC 0.02% No change 1,460 $83K
Hantz Financial Services, Inc. 0.00% New 1,464 $83K
Your Advocates Ltd., LLP 0.03% Add +115.5% 1,444 $82K
Briaud Financial Planning Inc 0.03% No change 1,412 $80K
American Capital Advisory, LLC 0.04% No change 1,363 $78K
Hazlett, Burt & Watson, Inc. 0.03% Reduce -62.8% 1,302 $75K
Marquette Asset Management, LLC 0.01% No change 1,313 $75K
DiNuzzo Private Wealth, Inc. 0.01% Reduce -31.1% 1,293 $74K
ESL Trust Services, LLC 0.01% No change 1,284 $73K
Ramirez Asset Management, Inc. 0.01% No change 1,255 $72K
Centricity Wealth Management, LLC 0.06% No change 1,215 $69K
Bollard Group LLC 0.00% Add +0.8% 1,215 $69K
HFM Investment Advisors, LLC 0.03% Add +5.8% 1,193 $68K
Strategic Wealth Partners, Ltd. 0.01% — 1,179 $67K
Christopher J. Hasenberg, Inc 0.02% No change 1,162 $66K
Dakota Community Bank & Trust NA 0.30% Reduce -44.7% 1,161 $66K
RMG Wealth Management LLC 0.01% — 1,134 $64K
Aventura Private Wealth, LLC 0.03% No change 1,112 $63K
Wolff Wiese Magana LLC 0.04% No change 1,111 $63K
Pacific Center for Financial Services 0.02% No change 1,106 $63K
Copia Wealth Management 0.05% Add +0.7% 1,092 $62K
Addison Advisors LLC 0.02% Add +11.8% 1,079 $62K
Frazier Financial Advisors, LLC 0.04% Reduce -13.5% 1,055 $60K
Lowe Wealth Advisors, LLC 0.02% No change 1,033 $59K
Westside Investment Management, Inc. 0.01% No change 1,017 $58K
Financial Freedom, LLC 0.03% No change 1,015 $58K
Hoey Investments, Inc. 0.01% No change 995 $57K
POM Investment Strategies, LLC 0.04% No change 982 $56K
Atwood & Palmer Inc. 0.00% No change 971 $55K
Field & Main Bank 0.02% Reduce -50.9% 940 $54K
Tidemark, LLC 0.02% Add +60.0% 920 $52K
Mid-American Wealth Advisory Group, Inc. 0.02% New 917 $52K
Orion Capital Management LLC 0.02% No change 912 $52K
Pension & Wealth Management Advisors, Inc. 0.02% Add +326.4% 904 $52K
Vestor Capital, LLC 0.00% Reduce -96.3% 111 $51K
Main Street Group, LTD 0.02% Add +0.6% 887 $51K
Bruce G. Allen Investments, LLC 0.04% Reduce -30.2% 879 $50K
Crews Bank & Trust 0.01% Add +11.0% 858 $49K
Kilter Group LLC 0.03% New 851 $49K
Elevation Point Wealth Partners, LLC 0.00% New 837 $48K
HighMark Wealth Management LLC 0.02% Add +21.9% 831 $47K
Armstrong Advisory Group, Inc. 0.00% Add +210.1% 831 $47K
Versant Capital Management, Inc 0.01% Add +37.5% 825 $47K
Piscataqua Savings Bank 0.04% No change 769 $44K
Albion Financial Group 0.00% Reduce -12.6% 760 $43K
Roxbury Financial LLC 0.04% No change 747 $43K
Richardson Capital Management LLC 0.02% Add +0.3% 740 $42K
Essential Partners LLC 0.02% — 738 $42K
Fairscale Capital, LLC 0.03% No change 747 $42K
Group One Trading LLC 0.00% New 706 $40K
Keystone Financial Group, Inc. 0.02% No change 676 $38K
Toth Financial Advisory Corp. 0.00% No change 662 $38K
Lummis Asset Management, LP 0.02% No change 646 $37K
Nemes Rush Group LLC 0.00% Add +11.0% 635 $36K
LGT Financial Advisors LLC 0.09% No change 622 $35K
IFS Advisors, LLC 0.03% New 611 $35K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -5.1% 597 $34K
Knuff & Co LLC 0.01% Reduce -63.0% 586 $33K
Anfield Capital Management, LLC 0.01% Add +26.5% 568 $32K
Kathleen S. Wright Associates Inc. 0.01% Reduce -12.7% 563 $32K
Financial Gravity Companies, Inc. 0.01% — 555 $32K
Strategic Investment Solutions, Inc. 0.01% Reduce -87.3% 521 $30K
Financial Network Wealth Advisors LLC 0.04% Add +0.8% 518 $30K
Kessler Investment Group, LLC 0.01% No change 504 $29K
PFS Partners, LLC 0.01% Add +0.8% 502 $29K
Marshall & Sterling Wealth Advisors Inc. 0.02% Reduce -29.2% 496 $28K
Eukles Asset Management 0.01% No change 491 $28K
Pinney & Scofield, Inc. 0.02% No change 490 $28K
Tradewinds Capital Management, LLC 0.01% Add +0.6% 472 $27K
Dunhill Financial, LLC 0.01% Add +13.9% 451 $26K
Decker Retirement Planning Inc. 0.01% New 427 $24K
CNB Bank 0.01% Add +18.5% 422 $24K
Atticus Wealth Management, LLC 0.01% Add +6.0% 407 $23K
Tower Research Capital LLC (TRC) 0.00% Reduce -95.0% 406 $23K
Gen-Wealth Partners Inc 0.01% New 381 $22K
Northwest Capital Management Inc 0.01% No change 352 $20K
Toronto Dominion Bank 0.00% No change 350 $20K
Comprehensive Financial Planning, Inc. 0.02% No change 342 $19K
Hilltop National Bank 0.00% — 330 $19K
Wealth Preservation Advisors, LLC 0.01% No change 322 $18K
Cedar Wealth Management, LLC 0.01% New 318 $18K
Ulland Investment Advisors, LLC 0.01% No change 320 $18K
Joseph Group Capital Management 0.01% New 305 $17K
Evergreen Private Wealth LLC 0.01% No change 302 $17K
Vermillion & White Wealth Management Group, LLC 0.01% No change 300 $17K
Rakuten Securities, Inc. 0.01% Add +886.7% 296 $17K
Cheviot Value Management, LLC 0.00% No change 284 $16K
United Community Bank 0.01% Reduce -55.2% 287 $16K
NFSG Corp 0.00% Reduce -39.0% 282 $16K
Costello Asset Management, INC 0.01% New 273 $16K
Delta Asset Management LLC 0.00% No change 269 $15K
Mendota Financial Group, LLC 0.01% No change 266 $15K
New Millennium Group LLC 0.01% Reduce -5.4% 261 $15K
Western Pacific Wealth Management, LP 0.01% New 225 $13K
Nalls Sherbakoff Group, LLC 0.01% No change 212 $12K
Family Legacy Financial Solutions, LLC 0.01% — 207 $12K
Peoples Financial Services Corp. 0.01% No change 200 $11K
Investment Research & Advisory Group, Inc. 0.00% Add +0.5% 199 $11K
PMV Capital Advisers, LLC 0.02% New 187 $11K
CGC Financial Services, LLC 0.00% No change 185 $11K
Rise Advisors, LLC 0.00% Reduce -71.2% 179 $10K
CKW Financial Group 0.00% No change 168 $10K
Nova Wealth Management, Inc. 0.01% Reduce -54.5% 167 $10K
Bellevue Asset Management, LLC 0.00% New 164 $9K
Crowley Wealth Management, Inc. 0.01% No change 144 $8K
Gleason Group, Inc. 0.00% Add +0.7% 141 $8K
Alerus Financial NA 0.00% New 138 $8K
Prudent Man Investment Management, Inc. 0.00% No change 163 $8K
MRP Capital Investments, LLC 0.01% No change 135 $8K
Financial Management Professionals, Inc. 0.00% No change 130 $7K
Silicon Valley Capital Partners 0.00% Add +12200.0% 123 $7K
Strategic Wealth Investment Group, LLC 0.01% New 121 $7K
Millstone Evans Group, LLC 0.00% Reduce -49.6% 114 $6K
IMG Wealth Management, Inc. 0.00% New 106 $6K
Byrne Asset Management LLC 0.00% Reduce -21.3% 100 $6K
Kiker Wealth Management, LLC 0.00% Reduce -92.8% 100 $6K
Prestige Wealth Management Group LLC 0.00% No change 100 $6K
Smallwood Wealth Investment Management, LLC 0.00% No change 97 $6K
Aventus Investment Advisors, Inc. 0.00% — 96 $5K
Hopwood Financial Services, Inc. 0.00% New 90 $5K
Tower View Wealth Management LLC 0.00% Reduce -82.8% 86 $5K
Community Bank, N.A. 0.00% No change 80 $5K
Innovative Advisory Group, LLC 0.00% Add +4.2% 74 $4K
Zeit Capital LLC 0.00% No change 64 $4K
Blume Capital Management, Inc. 0.00% New 60 $3K
Dagco, Inc. 0.00% No change 52 $3K
Flagship Wealth Advisors, LLC 0.00% New 48 $3K
Activest Wealth Management 0.00% No change 46 $3K
Towne Trust Company, N.A 0.00% No change 44 $3K
Vermillion Wealth Management, Inc. 0.00% No change 41 $2K
Oliver Lagore Vanvalin Investment Group 0.00% — 41 $2K
SRH Advisors, LLC 0.00% No change 35 $2K
SOA Wealth Advisors, LLC. 0.00% Reduce -34.6% 34 $2K
First Community Trust NA 0.00% No change 14 $798
Luken Investment Analytics, LLC 0.00% New 10 $570
Spurstone Advisory Services, LLC 0.01% No change 9 $513
Quaker Wealth Management, LLC 0.00% — 8 $457
Kozak & Associates, Inc. 0.00% Reduce -99.6% 1 $61

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