Vanguard Ftse Developed ETFVEAETF

13F holders, Q3 2025 (September 30)
2,571holders +20
110new positions
69sold out
6famous investors
$59.79avg. 13F price*

At the end of Q3 2025, 2,571 institutions reported holding Vanguard Ftse Developed ETF (VEA) in their 13F filings, up 20 from Q2 2025. 110 opened new positions and 69 sold out. The largest holders were Bank of America Corp. ($12.1B), Betterment LLC ($8.2B) and Creative Planning ($7.7B). 6 famous investors held it, including Ken Fisher (0.2% of Fisher Asset Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and John W. Rogers Jr. (0.0% of Ariel Investments's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions110$437.7M
Exits69$255.1M

All 13F filers, Q2 2025 → Q3 2025: 116,345,202 shares bought and 69,574,281 shares sold, net +46,770,921 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,571 holders

Bank of America Corp. 0.91% Add +3.6% 201,469,962 $12.1B
Betterment LLC 16.28% Add +2.5% 137,447,739 $8.2B
Creative Planning 5.86% Reduce -3.0% 128,084,556 $7.7B
Envestnet Asset Management Inc. 1.43% Reduce -16.9% 82,836,571 $5.0B
Wells Fargo & Company 0.78% Add +1.0% 63,486,145 $3.8B
Morgan Stanley 0.23% Reduce -4.5% 62,840,401 $3.8B
Wealthfront Advisers LLC 8.20% Add +3.1% 58,309,968 $3.5B
Northwestern Mutual Wealth Management Co. 2.32% Add +5.6% 58,128,458 $3.5B
Jones Financial Companies LLLP 2.08% Add +3.6% 51,311,775 $3.0B
Northern Trust Corp. 0.38% Add +5.0% 48,969,182 $2.9B
WealthNavi Inc. 27.10% Add +1.1% 48,797,610 $2.9B
Royal Bank of Canada 0.44% Reduce -2.2% 41,516,998 $2.5B
Mercer Global Advisors Inc. 3.34% Add +16.8% 33,413,896 $2.0B
Mariner, LLC 2.46% Add +3.5% 31,736,615 $1.9B
Goldman Sachs Group Inc. 0.25% Reduce -3.9% 28,729,575 $1.7B
Captrust Financial Advisors 3.49% Add +14.2% 28,540,802 $1.7B
LPL Financial LLC 0.50% Add +1.3% 28,451,306 $1.7B
UBS Group AG 0.33% Add +1.7% 27,892,513 $1.7B
Sei Investments Co. 1.66% Add +0.4% 25,836,401 $1.5B
Wealthspire Advisors, LLC 7.86% Add +10.0% 25,074,822 $1.5B
Corient Private Wealth LP 2.29% Add +16.0% 24,400,503 $1.5B
Vanguard Group Inc. 0.02% Add +2.9% 22,038,484 $1.3B
Jasper Ridge Partners, L.P. 28.01% Add +35.6% 20,757,883 $1.2B
Tiaa Trust, National Association 2.95% Add +2.3% 20,315,240 $1.2B
Cerity Partners LLC 1.81% Add +6.8% 18,676,897 $1.1B
Baird Financial Group, Inc. 1.78% Add +7.6% 18,502,945 $1.1B
Commonwealth Equity Services, LLC 1.36% Reduce -6.8% 17,455,979 $1.0B
FMR LLC 0.05% Reduce -0.5% 15,725,220 $942.3M
Rwa Wealth Partners, LLC 9.85% Add +2.8% 14,471,672 $867.1M
Bank of New York Mellon Corp 0.15% Reduce -0.2% 14,050,271 $841.9M
JPMorgan Chase & Co. 0.05% Add +8.3% 13,872,217 $831.2M
Raymond James Financial Inc. 0.26% Reduce -0.9% 13,461,572 $806.6M
Nicholas Hoffman & Company, LLC. 18.47% Add +7.5% 12,732,955 $763.0M
Ameriprise Financial Inc. 0.18% Add +1.9% 12,706,394 $761.3M
Facet Wealth, Inc. 14.98% Add +6.2% 12,079,712 $723.8M
Envestnet Portfolio Solutions, Inc. 2.62% Add +0.6% 11,854,360 $710.3M
Valmark Advisers, Inc. 9.12% Add +2.6% 11,756,315 $704.4M
Manufacturers Life Insurance Company, The 0.58% Add +13.1% 11,616,839 $696.1M
US Bancorp \de 0.82% Reduce -0.4% 11,551,168 $692.1M
Moneta Group Investment Advisors LLC 5.18% Add +904.9% 10,887,168 $652.4M
HighTower Advisors, LLC 0.74% Add +9.5% 10,863,869 $651.0M
SCS Capital Management LLC 6.40% Reduce -4.0% 9,807,610 $587.7M
Stifel Financial Corp. 0.53% Add +23.2% 9,705,665 $581.6M
Fisher Asset Management 0.20% Add +1.6% 9,430,708 $565.1M
Cambridge Associates LLC /Ma/ 9.17% Add +159.2% 8,347,622 $500.2M
PNC Financial Services Group, Inc. 0.30% Add +2.4% 8,270,387 $495.6M
Regions Financial Corp. 3.08% Add +3.2% 7,888,993 $472.7M
HBK Sorce Advisory LLC 11.64% Add +2.5% 7,686,599 $464.3M
Cliftonlarsonallen Wealth Advisors, LLC 7.31% Add +2.0% 7,726,166 $463.0M
MML Investors Services, LLC 1.20% Reduce -1.5% 7,512,704 $450.2M
Cetera Investment Advisers 0.51% Add +25.9% 7,300,257 $437.4M
Employees Retirement System of Texas 3.78% No change 6,687,831 $400.7M
Keybank National Association 1.39% Reduce -1.0% 6,582,903 $394.4M
JMG Financial Group, Ltd. 10.62% Reduce -0.9% 6,226,335 $373.1M
M&T Bank Corp 1.13% Reduce -2.7% 5,629,496 $337.3M
Modera Wealth Management, LLC 3.90% Reduce -1.5% 5,612,340 $336.3M
Focus Partners Wealth 0.53% Add +18.4% 5,480,027 $329.0M
Country Trust Bank 7.18% Add +11.3% 5,477,567 $328.2M
Assetmark, Inc. 0.70% Reduce -3.4% 5,429,480 $325.3M
Ballentine Partners, LLC 4.21% Add +6.0% 5,055,936 $303.0M
Fiduciary Trust Co 3.31% Reduce -1.0% 4,877,690 $292.3M
Voya Investment Management LLC 0.33% Add +2.0% 4,783,782 $286.6M
Alliancebernstein L.P. 0.09% Add +18.7% 4,749,768 $284.6M
Osaic Holdings, Inc. 0.40% Add +12.6% 4,741,211 $282.2M
CIBC Private Wealth Group LLC 0.48% Add +17.2% 4,697,113 $281.5M
Citigroup Inc. 0.19% Reduce -7.2% 4,662,073 $279.4M
Vantagepoint Investment Advisers LLC 2.27% New 4,635,885 $277.8M
Pathstone Holdings, LLC 1.05% Reduce -6.6% 4,591,380 $275.1M
Ally Invest Advisors Inc. 19.66% Add +1.9% 4,574,596 $274.1M
TFO Wealth Partners, LLC 42.85% Reduce -0.8% 4,386,591 $262.8M
State of Tennessee, Department of Treasury 0.87% Reduce -0.2% 4,356,687 $261.1M
Westwood Holdings Group Inc. 1.88% Add +9.4% 4,325,714 $259.2M
Linscomb Wealth, Inc. 11.00% Add +1.7% 4,263,330 $255.5M
MAI Capital Management 1.60% Add +5.6% 4,256,419 $255.0M
Rockefeller Capital Management L.P. 0.48% Add +9.0% 4,084,764 $244.8M
Wilmington Savings Fund Society, FSB 5.87% Reduce -10.1% 4,062,899 $243.4M
Bridges Investment Management Inc. 3.07% Add +30.1% 4,009,526 $240.3M
Wedmont Private Capital 8.87% Add +10.1% 3,938,781 $238.9M
Wit, LLC 5.38% No change 3,964,405 $237.5M
Bank of Hawaii 11.33% Reduce -1.2% 3,784,796 $226.8M
Truepoint, Inc. 5.15% Reduce -0.3% 3,696,245 $221.5M
D.A. Davidson & Co. 1.39% Add +0.3% 3,617,422 $216.8M
Janney Montgomery Scott LLC 0.51% Reduce -0.3% 3,599,964 $215.7M
Savant Capital, LLC 1.29% Add +26.6% 3,537,128 $211.9M
Truist Financial Corp. 0.28% Add +3.4% 3,456,215 $207.1M
Farmers & Merchants Investments Inc. 5.71% Add +7.8% 3,364,114 $201.6M
BLB&B Advisors, LLC 8.70% Add +3.4% 3,363,119 $201.5M
Cambridge Investment Research Advisors, Inc. 0.55% Reduce -12.3% 3,340,352 $200.2M
Wealth Enhancement Advisory Services, LLC 0.30% Add +1.4% 3,218,154 $195.2M
Fifth Third Bancorp 0.59% Add +2.4% 3,095,931 $185.5M
Blair William & Co. 0.49% Add +3.0% 3,044,272 $182.4M
Synovus Financial Corp. 2.06% Add +0.7% 3,008,694 $180.3M
Victory Capital Management Inc. 0.10% Reduce -4.6% 2,896,939 $173.6M
Foster Group, Inc. 5.18% Add +0.5% 2,755,421 $165.1M
Nepc LLC 4.34% Reduce -26.8% 2,752,987 $165.0M
Freestone Capital Holdings, LLC 5.06% Add +1.7% 2,752,791 $164.9M
Tanglewood Wealth Management, Inc. 15.29% Add +0.2% 2,744,800 $164.5M
Lincoln National Corp. 4.59% Add +0.5% 2,687,868 $161.1M
Coldstream Capital Management Inc. 2.13% Reduce -20.1% 2,639,438 $158.2M
Acropolis Investment Management, LLC 8.02% Add +6.4% 2,770,339 $157.9M
Summit Trail Advisors, LLC 2.18% Add +22.8% 2,627,866 $157.5M
Johnson Financial Group, LLC 13.59% Reduce -0.1% 2,480,815 $148.7M
Beacon Pointe Advisors, LLC 1.25% Add +114.4% 2,463,192 $147.6M
BOK Financial Private Wealth, Inc. 9.17% Add +6.7% 2,432,153 $145.7M
Eastern Bank 2.50% Add +6.1% 2,345,531 $140.5M
Orion Porfolio Solutions, LLC 1.09% Add +3.9% 2,344,218 $140.5M
Oakworth Capital, Inc. 7.64% Add +0.2% 2,205,460 $132.2M
Hills Bank & Trust Co 7.77% Add +8.0% 2,203,893 $132.1M
Clark Asset Management, LLC 15.19% Add +9.5% 2,181,395 $130.7M
Davis R M Inc. 2.28% Add +4.3% 2,177,482 $130.5M
Aptus Capital Advisors, LLC 1.19% Add +4.9% 2,166,807 $129.8M
NewEdge Advisors, LLC 0.59% Add +2.9% 2,161,769 $129.5M
First Financial Bankshares Inc 2.66% Reduce -0.2% 2,158,291 $129.3M
NorthCoast Asset Management LLC 0.50% Add +3.5% 2,134,598 $127.9M
Plante Moran Financial Advisors, LLC 7.95% Add +8.7% 2,112,981 $126.6M
Glenmede Investment Management, LP 0.61% Add +2.7% 2,096,977 $125.7M
Hirtle & Co., LLC 4.87% Add +1.9% 2,056,956 $123.3M
Steele Capital Management, Inc. 5.45% Reduce -3.0% 2,050,950 $122.9M
Robertson Stephens Wealth Management, LLC 3.71% Add +11.1% 2,047,005 $122.7M
Farther Finance Advisors, LLC 1.83% Reduce -5.8% 2,015,008 $120.7M
Fusion Family Wealth, LLC 8.59% Add +4.3% 1,914,209 $114.7M
Sigma Investment Counselors Inc. 5.92% Add +0.7% 1,903,335 $114.0M
Johnson Investment Counsel Inc. 0.95% Add +10.1% 1,902,976 $114.0M
Evoke Wealth, LLC 2.33% Add +6.0% 1,867,022 $111.9M
Old National Bancorp 1.91% Add +6.4% 1,861,216 $111.5M
Comerica Bank 0.41% Add +7.0% 1,818,725 $109.0M
Badgley Phelps Wealth Managers, LLC 2.27% Reduce -0.7% 1,798,505 $107.8M
PDS Planning, Inc 7.34% Add +0.7% 1,770,933 $106.1M
Cresset Asset Management, LLC 0.46% Add +7.8% 1,745,349 $104.6M
TD Waterhouse Canada Inc. 0.65% Add +6.2% 1,648,093 $99.7M
Apella Capital, LLC 2.19% Add +26.6% 1,623,738 $98.5M
Litman Gregory Wealth Management LLC 7.30% Reduce -1.7% 1,637,931 $98.1M
DT Investment Partners, LLC 8.25% Reduce -4.8% 1,628,273 $97.6M
MassMutual Private Wealth & Trust, FSB 2.44% Add +1.1% 1,597,778 $95.7M
Rebalance, LLC 5.74% Add +3.0% 1,588,961 $95.2M
Agf Management Ltd. 0.42% Add +0.8% 1,569,061 $94.0M
Citizens Financial Group Inc. 1.29% Add +10.1% 1,566,625 $93.9M
Pure Financial Advisors, LLC 1.49% Reduce -0.5% 1,560,969 $93.5M
Sofi Wealth, LLC 4.99% Add +0.7% 1,547,796 $92.7M
CreativeOne Wealth, LLC 2.23% Reduce -0.7% 1,522,959 $91.3M
Bank of Montreal 0.04% Add +21.0% 1,493,187 $89.5M
Midwest Trust Co 1.15% Add +1.8% 1,480,914 $88.7M
Arbor Investment Advisors, LLC 11.21% Reduce -5.9% 1,473,187 $88.3M
Woodmont Investment Counsel LLC 5.68% Add +0.3% 1,432,838 $85.9M
Whittier Trust Co. 0.96% Add +2.9% 1,374,468 $83.9M
Choreo, LLC 1.06% Reduce -0.7% 1,361,737 $81.6M
Connable Office Inc. 7.51% Add +2.5% 1,351,660 $81.0M
Patriot Investment Management Group, Inc. 5.28% Add +2.0% 1,351,580 $81.0M
Alps Advisors Inc. 0.45% Add +0.1% 1,350,916 $80.9M
Elwood & Goetz Wealth Advisory Group, LLC 15.38% Add +7.1% 1,337,085 $80.1M
Mission Wealth Management, LP 1.60% Reduce -1.0% 1,306,423 $78.3M
Allen Investment Management, LLC 0.87% Add +41.2% 1,304,323 $78.2M
Planning Alternatives Ltd. 10.03% Add +1.5% 1,303,535 $78.1M
Waverly Advisors, LLC 0.76% Reduce -0.6% 1,279,526 $76.7M
Wallington Asset Management, LLC 9.87% Add +0.9% 1,270,481 $76.1M
Peapack Gladstone Financial Corp. 0.99% Add +4.1% 1,268,530 $76.0M
Gilbert & Cook, Inc. 9.73% Add +0.1% 1,263,557 $75.7M
Kohmann Bosshard Financial Services, LLC 7.75% Add +0.0% 1,252,591 $75.4M
LVW Advisors, LLC 7.80% Add +2.0% 1,257,516 $75.4M
Commerce Bank 0.42% Add +1.7% 1,254,635 $75.2M
Lockheed Martin Investment Management Co. 2.76% No change 1,250,000 $74.9M
Proffitt & Goodson Inc. 10.74% Add +1.3% 1,249,657 $74.9M
Atria Investments, Inc 0.84% Reduce -1.0% 1,228,442 $73.6M
Human Investing LLC 10.72% Reduce -0.6% 1,210,963 $72.6M
Compound Planning, Inc. 2.35% Add +13.1% 1,210,734 $72.5M
Kestra Advisory Services, LLC 0.33% Add +4.7% 1,196,496 $71.7M
Inherent Management Corp. 40.25% No change 1,171,437 $70.2M
Tanager Wealth Management LLP 7.28% Reduce -3.5% 1,156,441 $69.3M
Vision Capital Management, Inc. 8.54% Add +0.6% 1,155,855 $69.3M
Legacy Private Trust Co. 4.08% Add +3.4% 1,137,360 $68.2M
Adventist Health System/ West 11.04% No change 1,131,440 $67.8M
Connecticut Wealth Management, LLC 2.99% Add +2.6% 1,126,049 $67.5M
West Financial Advisors, LLC 11.14% Reduce -0.4% 1,125,129 $67.4M
Bokf, NA 1.01% Add +0.7% 1,122,335 $67.3M
Signaturefd, LLC 1.06% Add +0.7% 1,116,475 $66.9M
TD Asset Management Inc 0.05% Add +5.8% 1,113,789 $66.7M
Arvest Bank Trust Division 3.69% Reduce -2.5% 1,108,981 $66.5M
New York Life Investment Management LLC 0.58% Reduce -18.6% 1,104,662 $66.2M
Brown Advisory Inc. 0.09% Add +24.2% 1,103,328 $66.1M
WestHill Financial Advisors, Inc. 12.94% Reduce -1.9% 1,102,027 $66.0M
Charles Schwab Trust Co 4.47% Add +3.1% 1,099,255 $65.9M
CENTRAL TRUST Co 1.37% Add +10.3% 1,093,882 $65.5M
EverSource Wealth Advisors, LLC 2.55% Reduce -2.9% 1,072,409 $64.3M
Klingman & Associates, LLC 3.24% Add +6.5% 1,071,049 $64.2M
JFG Wealth Management, LLC 12.45% Add +0.7% 1,060,916 $63.6M
Arax Advisory Partners 0.91% Add +85.8% 1,058,916 $63.5M
Wellington Management Group LLP 0.01% Reduce -46.2% 1,048,352 $62.8M
Auto-Owners Insurance Co 1.62% No change 1,045,750 $62.7M
Whittier Trust Co. of Nevada Inc. 1.33% Add +9.4% 1,025,510 $62.6M
Trilogy Capital Inc. 2.88% Add +0.7% 1,039,531 $62.3M
Allspring Global Investments Holdings, LLC 0.10% Add +1.4% 1,030,365 $62.2M
Sepio Capital, LP 3.60% Add +5.8% 1,016,515 $60.9M
Strategic Investment Advisors / MI 5.45% Reduce -1.1% 1,012,534 $60.7M
Oakwell Private Wealth Management, LLC 12.14% Add +4.6% 1,008,574 $60.4M
Jacobsen Capital Management 20.13% Add +0.7% 991,379 $59.4M
Kwmg, LLC 5.19% Add +1.6% 989,110 $59.3M
Kathmere Capital Management, LLC 4.19% Add +0.4% 984,592 $59.0M
Pine Ridge Advisers LLC 4.04% Add +0.0% 984,266 $59.0M
Welch & Forbes LLC 0.71% Add +0.8% 982,158 $58.9M
McKinley Carter Wealth Services, Inc. 3.08% Reduce -2.1% 977,845 $58.6M
Avion Wealth 12.56% Reduce -2.1% 976,565 $58.5M
Lido Advisors, LLC 0.24% Reduce -20.3% 965,676 $57.9M
Keel Point, LLC 3.55% Add +6.7% 963,241 $57.7M
UMB Bank, n.a. 0.85% Reduce -2.7% 963,180 $57.7M
Private Advisor Group, LLC 0.28% Add +5.3% 962,890 $57.7M
Meeder Advisory Services, Inc. 2.68% Reduce -2.5% 960,972 $57.6M
Financial Advisors Network, Inc. 8.15% Reduce -0.8% 960,379 $57.5M
Coyle Financial Counsel LLC 13.22% Add +2.1% 957,119 $57.4M
Wealth Architects, LLC 5.31% Reduce -1.8% 938,790 $56.3M
Beacon Investment Advisory Services, Inc. 2.35% Add +11.5% 932,557 $55.9M
Sequoia Financial Advisors, LLC 0.34% Add +1.9% 930,638 $55.8M
Merit Financial Group, LLC 0.51% Add +0.7% 929,372 $55.7M
Brookstone Capital Management 0.66% Add +10.9% 928,446 $55.6M
Chandler Asset Management, Inc. 8.99% Reduce -6.3% 914,111 $54.8M
Citizens Business Bank 9.11% Add +1.0% 910,632 $54.6M
Financial Synergies Wealth Advisors, Inc. 5.51% Add +1.0% 908,761 $54.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.08% Reduce -1.3% 898,707 $53.9M
Heartwood Wealth Advisors LLC 4.99% Add +0.6% 891,654 $53.4M
TLT Family Holdco ULC 4.83% No change 883,400 $52.9M
Seaside Wealth Management, Inc. 15.51% Add +1.7% 872,210 $52.3M
Alesco Advisors, LLC, An ESL Co 1.41% Reduce -0.9% 871,051 $52.2M
Gemmer Asset Management LLC 4.18% Add +9.9% 865,398 $51.9M
AQR Capital Management 0.03% Add +39.2% 861,844 $51.6M
National Bank of Canada 0.06% Reduce -50.5% 861,478 $51.6M
Schroder Investment Management Group 0.04% Add +93.4% 864,096 $51.6M
Bryn Mawr Trust Advisors, LLC 2.55% Add +8.1% 856,134 $51.3M
Petredis Investment Advisors LLC 4.11% Add +1.9% 854,355 $51.2M
Riverpoint Wealth Management Holdings, LLC 11.25% Reduce -0.2% 854,251 $51.2M
Composition Wealth, LLC 0.77% Reduce -5.0% 852,641 $51.1M
Simon Quick Advisors, LLC 2.30% Add +42.3% 848,705 $50.9M
Arlington Trust Co LLC 9.09% Reduce -1.2% 842,842 $50.5M
Ellenbecker Investment Group 7.45% Add +27.3% 841,850 $50.4M
Arvest Investments, Inc. 7.22% Reduce -1.9% 839,455 $50.3M
&partners 0.32% Add +26.4% 831,278 $50.2M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2.89% Add +13.0% 831,601 $49.8M
Parker Financial LLC 20.40% Reduce -0.5% 829,853 $49.7M
Bison Wealth, LLC 4.58% Add +7.5% 828,115 $49.6M
Chai Trust Co. LLC 3.28% Add +5.4% 827,367 $49.6M
Steward Partners Investment Advisory, LLC 0.28% Add +2.6% 824,701 $49.4M
Lowe Brockenbrough & Co. Inc. 2.50% Add +5.5% 811,858 $48.6M
Park Avenue Securities LLC 0.38% Reduce -4.2% 811,537 $48.6M
OLIO Financial Planning 14.26% Add +2.1% 810,999 $48.6M
REAP Financial Group, LLC 10.55% Add +9.4% 810,673 $48.6M
Capital Planning Advisors, LLC 6.65% Add +5.8% 807,888 $48.4M
Raffa Wealth Management, LLC 8.70% Reduce -0.7% 807,767 $48.4M
Fulton Breakefield Broenniman LLC 3.12% Add +5.9% 806,377 $48.3M
Financial Advisory Corp 7.08% Reduce -5.2% 803,012 $48.1M
Exchange Traded Concepts, LLC 0.46% Add +70.1% 801,245 $48.0M
Sageworth Trust Co 2.23% Add +2.4% 799,077 $47.9M
Hanson & Doremus Investment Management 6.01% Add +0.3% 796,784 $47.7M
First Bank & Trust 8.01% Reduce -6.0% 794,444 $47.6M
Trust Co 4.79% Add +2.9% 781,698 $46.8M
Efficient Advisors, LLC 2.64% Add +3.1% 780,934 $46.8M
GP Brinson Investments LLC 19.00% Add +7.0% 777,776 $46.6M
Full Sail Capital, LLC 2.56% Reduce -5.8% 775,289 $46.5M
Partners in Financial Planning 8.03% Reduce -0.5% 775,066 $46.4M
Cliffwater LLC 9.72% Reduce -0.1% 770,181 $46.1M
Keener Financial Planning LLC 21.38% Add +0.8% 769,114 $46.1M
Whitcomb & Hess, Inc. 11.77% Add +0.6% 763,835 $45.8M
Perkins Coie Trust Co 8.56% Add +17.5% 759,289 $45.5M
Mutual Advisors, LLC 0.99% Add +1.4% 739,114 $45.1M
Thrivent Financial for Lutherans 0.09% Reduce -57.2% 743,881 $44.6M
McMorgan & Co. LLC 6.85% Add +2.2% 742,961 $44.5M
First Western Trust Bank 2.04% Add +17.6% 742,816 $44.5M
Pinnacle Financial Partners Inc 1.06% Reduce -28.7% 741,006 $44.4M
Oak Hill Wealth Advisors, LLC 8.32% Add +6.3% 740,868 $44.4M
Old Mission Investment Co LLC 10.77% Add +6.2% 735,807 $44.1M
Laird Norton Wetherby Wealth Management, LLC 1.78% Add +0.5% 728,234 $43.6M
PACK Private Wealth, LLC 20.51% Add +1.9% 726,501 $43.5M
Matrix Trust Co 6.80% Reduce -7.0% 725,272 $43.5M
Roble, Belko & Company, Inc 5.87% Add +2.3% 722,642 $43.3M
Greenwood Gearhart LLC 2.48% Add +2.3% 719,170 $43.1M
Beaird Harris Wealth Management, LLC 3.05% Add +3.0% 717,676 $43.0M
Tectonic Advisors LLC 2.34% Reduce -74.9% 713,768 $42.8M
Brooklyn FI, LLC 9.53% Add +20.0% 701,901 $42.5M
Sanctuary Advisors, LLC 0.24% Add +13.0% 698,994 $41.9M
Wolff Financial Management LLC 9.64% Reduce -0.4% 693,193 $41.5M
Summit Financial, LLC 0.64% Add +6.5% 692,581 $41.5M
J.W. Cole Advisors, Inc. 0.79% Add +1.5% 692,390 $41.5M
Roof Eidam Maycock Peralta, LLC 10.05% Add +0.8% 690,146 $41.4M
Cibc World Market Inc. 0.09% Add +5.5% 687,632 $41.2M
RPTC Inc. 7.13% Add +0.5% 681,269 $40.8M
Kaydan Wealth Management, Inc. 11.62% Reduce -2.3% 678,621 $40.7M
Fi3 FINANCIAL ADVISORS, LLC 13.49% Add +0.6% 665,750 $39.9M
Focus Partners Advisor Solutions, LLC 0.45% Add +5.4% 659,372 $39.9M
Acorn Financial Advisory Services Inc. 6.12% Add +1.0% 665,605 $39.9M
SoundView Advisors Inc. 13.64% Add +1.9% 664,135 $39.8M
Ameritas Investment Partners, Inc. 1.22% Add +1.4% 663,254 $39.7M
MBB Public Markets I LLC 5.29% No change 662,117 $39.7M
Mesirow Financial Investment Management, Inc. 0.71% Add +0.5% 659,897 $39.5M
Natixis Advisors, LLC 0.06% Add +31.4% 657,023 $39.4M
Cantor Fitzgerald Investment Advisors L.P. 2.68% Reduce -0.1% 656,898 $39.4M
Grey Fox Wealth Advisors, LLC 8.02% Add +8.1% 656,789 $39.4M
Permanent Capital Management, LP 7.36% — 656,678 $39.3M
Old Mission Capital LLC 1.40% New 655,602 $39.3M
Fiduciary Wealth Partners, LLC 16.42% Add +279.0% 652,775 $39.1M
Nadler Financial Group, Inc. 3.73% Add +49.9% 652,709 $39.1M
Windward Private Wealth Management Inc. 13.32% Reduce -0.2% 644,261 $38.6M
Clarius Group, LLC 2.28% Reduce -0.1% 643,559 $38.6M
Cascade Financial Partners, LLC 4.40% Reduce -0.9% 640,380 $38.4M
Noble Family Wealth, LLC 8.45% Add +8.9% 639,448 $38.3M
Signal Advisors Wealth, LLC 3.47% Add +33.5% 637,799 $38.2M
Tompkins Financial Corp. 3.17% Add +13.8% 633,560 $38.0M
Nelson Capital Management, LLC 4.52% Add +1.9% 633,099 $37.9M
Journey Advisory Group, LLC 2.79% Add +1.1% 629,404 $37.7M
JRM Investment Counsel, LLC 11.22% Reduce -0.6% 619,537 $37.1M
Ellevest, Inc. 5.29% Add +3.1% 618,692 $37.1M
Wealthcare Advisory Partners LLC 0.76% Reduce -2.6% 608,053 $36.4M
Wiser Wealth Management, Inc 8.32% Add +3.8% 607,303 $36.4M
1ST Source Bank 1.91% Reduce -1.6% 605,569 $36.3M
Avior Wealth Management, LLC 1.17% Add +2.8% 606,716 $36.2M
Advisors Capital Management, LLC 0.45% Add +4.2% 604,502 $36.2M
Bank Hapoalim BM 4.66% No change 603,000 $36.1M
Weitzel Financial Services, Inc. 14.60% Add +1.8% 602,259 $35.9M
Praetorian Wealth Management, Inc. 7.37% Add +0.7% 599,403 $35.9M
Wealth Management Strategies, Inc. 17.55% Add +67.9% 591,389 $35.4M
Evolution Advisers, Inc. 15.93% Add +5.5% 586,751 $35.4M
Integris Wealth Management, LLC 8.56% Add +1.4% 587,332 $35.2M
Cahill Financial Advisors Inc. 3.98% Add +2.7% 582,947 $34.9M
Benjamin Edwards Inc. 0.39% Reduce -0.8% 580,141 $34.8M
Penobscot Wealth Management 11.15% Add +4.9% 579,820 $34.7M
Arrowstreet Capital, Limited Partnership 0.02% Add +668.3% 579,583 $34.7M
Apriem Advisors 3.28% Reduce -4.1% 578,797 $34.7M
Galvin, Gaustad & Stein, LLC 2.86% Reduce -7.5% 577,922 $34.6M
Intrust Bank NA 2.88% Reduce -1.4% 577,065 $34.6M
Attessa Capital LLC 20.27% Add +3.0% 573,770 $34.4M
Cambridge Advisors Inc. 6.70% Reduce -1.0% 572,312 $34.3M
Meridian Management Co. 9.16% Reduce -29.6% 571,094 $34.2M
Nicolet Advisory Services, LLC 2.66% Add +5.8% 563,669 $34.2M
49 Wealth Management, LLC 3.22% Add +15.9% 569,253 $34.1M
Manning & Napier Advisors LLC 0.43% Add +0.9% 564,719 $33.8M
D'Orazio & Associates, Inc. 4.47% Reduce -0.7% 564,447 $33.8M
Founders Grove Wealth Partners, LLC 7.90% Reduce -2.2% 560,740 $33.6M
Leavell Investment Management, Inc. 1.42% Add +1.7% 560,704 $33.6M
Strid Group, LLC 4.24% Add +6.7% 556,682 $33.4M
Abacus Planning Group, Inc. 4.59% Add +17.3% 554,982 $33.3M
Mayport, LLC 7.14% Add +2.7% 550,414 $33.0M
Moody National Bank Trust Division 2.78% Add +10.5% 548,847 $32.9M
Affiance Financial, LLC 5.95% Add +2.6% 545,067 $32.7M
Valeo Financial Advisors, LLC 0.74% Add +1.2% 544,694 $32.6M
Guardian Wealth Advisors, LLC / NC 2.12% Add +55.2% 541,165 $32.4M
Harbour Investments, Inc. 0.73% Add +46.1% 537,915 $32.2M
Quantinno Capital Management LP 0.09% Add +151.3% 535,360 $32.1M
Arcadia Wealth Management, LLC 12.71% Reduce -4.5% 534,688 $32.0M
Founders Financial Securities LLC 2.17% Add +7.8% 533,390 $32.0M
Seven Mile Advisory 5.23% Add +1909.3% 532,558 $31.9M
Bar Harbor Wealth Management 1.91% Add +3.1% 531,857 $31.9M
Montis Financial, LLC 7.35% Add +7.2% 531,711 $31.9M
Kestra Private Wealth Services, LLC 0.41% Reduce -0.4% 528,911 $31.7M
VPR Management LLC 14.31% No change 525,600 $31.5M
Horizon Investments, LLC 0.41% Add +11.9% 521,542 $31.3M
Mascoma Wealth Management LLC 6.85% Reduce -0.8% 518,717 $31.1M
Stephens Inc. 0.40% Add +0.5% 518,194 $31.1M
SigFig Wealth Management, LLC 0.96% Reduce -3.5% 519,033 $31.0M
Equita Financial Network, Inc. 10.46% Add +2.5% 516,558 $31.0M
Aufman Associates Inc 17.38% Reduce -0.0% 515,335 $30.9M
Choate Investment Advisors 0.64% Add +15.2% 514,382 $30.8M
Conrad Siegel Investment Advisors, Inc. 6.46% Reduce -0.1% 513,814 $30.8M
Atlantic Union Bankshares Corp 0.58% Add +1.5% 512,911 $30.7M
Sovereign Financial Group, Inc. 5.75% Add +2.1% 512,585 $30.7M
BIP Wealth, LLC 1.51% Add +2654.2% 509,145 $30.5M
Abound Wealth Management 7.63% Add +2.6% 508,918 $30.5M
Parallel Advisors, LLC 0.56% Add +1.1% 508,657 $30.5M
GHP Investment Advisors, Inc. 1.28% Reduce -1.0% 508,585 $30.5M
Causeway Capital Management LLC 0.40% Add +107.4% 508,504 $30.5M
Capital Advisors Inc. 0.51% Add +0.1% 507,769 $30.4M
Cordant, Inc. 13.60% Add +1.1% 502,959 $30.1M
Ballentine Capital Advisors, Inc 13.31% Add +0.8% 502,201 $30.1M
Relyea Zuckerberg Hanson LLC 3.15% Add +8.1% 500,335 $30.0M
Fairview Capital Investment Management, LLC 1.52% Add +7.2% 499,325 $29.9M
Jane Street Group, LLC 0.04% Reduce -85.3% 498,619 $29.9M
Advocate Group LLC 4.90% Add +25.5% 497,805 $29.8M
Garde Capital, Inc. 1.49% Reduce -0.7% 495,980 $29.7M
SilverOak Wealth Management LLC 4.99% Add +16.0% 493,599 $29.6M
Principal Securities, Inc. 0.49% Add +0.4% 493,104 $29.5M
Kopp Family Office, LLC 19.21% Reduce -2.3% 492,575 $29.5M
JFS Wealth Advisors, LLC 1.72% Add +1.0% 490,932 $29.4M
Sage Mountain Advisors LLC 1.68% Add +5.2% 489,825 $29.4M
Axos Invest Inc. 21.98% Add +0.5% 489,698 $29.3M
Waterloo Capital, L.P. 2.16% Add +1.4% 485,504 $29.1M
Morton Brown Family Wealth, LLC 8.34% Add +0.5% 484,784 $29.0M
Okabena Investment Services Inc. 5.59% Add +40.0% 480,191 $28.8M
Aspen Grove Capital, LLC 4.82% Reduce -2.0% 478,246 $28.7M
Cwm, LLC 0.09% Add +1.1% 477,826 $28.6M
American Trust 2.41% Add +0.5% 476,705 $28.6M
Fiera Capital Corp 0.09% Reduce -6.9% 476,461 $28.5M
Per Stirling Capital Management, LLC. 3.40% Reduce -0.3% 474,822 $28.5M
Pinnacle Associates Ltd. 0.38% Add +0.7% 474,667 $28.4M
Allworth Financial LP 0.13% Reduce -0.7% 473,695 $28.4M
JNBA Financial Advisors 2.56% Reduce -2.2% 470,986 $28.2M
Exencial Wealth Advisors, LLC 0.92% Add +2.2% 469,844 $28.2M
Salomon & Ludwin, LLC 2.53% Reduce -3.0% 459,967 $28.1M
St. Louis Trust Co 3.48% Add +0.1% 466,447 $27.9M
Tidal Investments LLC 0.12% Reduce -2.3% 465,541 $27.9M
NDVR, Inc. 23.18% Add +2.8% 464,063 $27.8M
Trinity Financial Advisors LLC 8.03% Add +1.3% 464,035 $27.8M
Tenret Co LLC 14.36% Add +0.3% 463,075 $27.7M
1900 Wealth Management LLC 1.88% Add +0.4% 462,226 $27.7M
Mosaic Family Wealth Partners, LLC 3.24% Add +9.4% 463,771 $27.7M
Common Fund for Nonprofit Organizations 2.37% Add +294.4% 460,061 $27.6M
AdvisorNet Financial, Inc 1.56% Add +10.4% 460,014 $27.6M
Hassell Wealth Management, LLC 9.52% Add +1.4% 457,965 $27.4M
Ieq Capital, LLC 0.08% Add +14.1% 455,811 $27.3M
Segall Bryant & Hamill, LLC 0.36% Add +58.5% 454,163 $27.2M
Barrow Hanley Mewhinney & Strauss LLC 0.09% Add +243.0% 454,107 $27.2M
Cypress Financial Planning LLC 8.32% Add +1.2% 452,539 $27.1M
Savvy Advisors, Inc. 1.24% Add +202.5% 451,399 $27.0M
Hurlow Wealth Management Group, Inc. 6.91% Add +3.7% 445,040 $26.7M
Jordan Park Group LLC 1.51% Reduce -6.1% 442,056 $26.5M
Pinnacle Wealth Management Advisory Group, LLC 1.99% Reduce -0.0% 441,939 $26.5M
Prime Buchholz LLC 14.51% Reduce -1.8% 440,591 $26.4M
Inlight Wealth Management, LLC 12.29% Add +4.9% 436,979 $26.2M
Operose Advisors LLC 6.51% Add +3.1% 435,524 $26.1M
Cardiff Park Advisors, LLC 2.00% Add +9.1% 434,851 $26.1M
FSA Wealth Management LLC 9.41% Reduce -2.1% 429,444 $25.7M
Twele Capital Management, Inc. 4.72% Add +0.8% 427,061 $25.6M
Pittenger & Anderson Inc. 0.93% Add +1.6% 421,819 $25.3M
Northeast Investment Management 1.01% Add +10.8% 419,287 $25.1M
Balentine LLC 0.93% Reduce -0.5% 419,114 $25.1M
Equitable Holdings, Inc. 0.18% Add +12.8% 418,287 $25.1M
Myecfo, LLC 11.40% Add +2.8% 418,079 $25.1M
Motive Wealth Advisors 10.80% Add +1.8% 418,089 $25.1M
Modern Wealth Management, LLC 0.49% Add +1.8% 417,008 $25.0M
Beirne Wealth Consulting Services, LLC 5.99% Add +0.5% 416,658 $25.0M
Heritage Trust Co 2.64% Reduce -0.8% 415,310 $24.9M
Laird Norton Wetherby Trust Company, LLC 4.25% Reduce -0.5% 412,709 $24.7M
Fort Washington Investment Advisors Inc. 0.13% Reduce -0.2% 412,372 $24.7M
Up Strategic Wealth Investment Advisors LLC 18.50% Reduce -3.1% 408,668 $24.7M
Level Financial Advisors 6.94% Add +2.3% 411,093 $24.6M
Principal Financial Group Inc. 0.01% Reduce -0.4% 409,831 $24.6M
LBMC Investment Advisors, LLC 1.56% Add +0.5% 408,861 $24.5M
Toews Corp. 3.49% Reduce -5.7% 408,089 $24.5M
Bear Mountain Capital, Inc. 8.18% Add +0.2% 402,510 $24.4M
Precedent Wealth Partners, LLC 5.37% Add +14.1% 407,066 $24.4M
Global Retirement Partners, LLC 0.55% Add +1.7% 406,702 $24.4M
Simmons Bank 1.62% Reduce -1.5% 404,552 $24.2M
Fiduciary Group, LLC 2.12% Add +1.0% 403,711 $24.2M
World Investment Advisors 0.49% Reduce -1.3% 402,429 $24.1M
Advisor OS, LLC 2.08% Add +10.8% 401,372 $24.1M
Caprock Group, LLC 0.59% — 407,733 $23.9M
Libra Wealth LLC 7.15% Add +7.7% 397,504 $23.8M
Burkett Financial Services, LLC 8.20% Add +0.3% 397,148 $23.8M
Zuckerman Investment Group, LLC 2.19% Reduce -3.1% 394,226 $23.6M
Stephenson & Company, Inc. 13.52% Add +1.6% 392,939 $23.5M
Waterford Advisors, LLC 8.10% Add +44691.4% 391,029 $23.4M
Anderson Hoagland & Co. 2.10% Add +0.8% 390,596 $23.4M
Hudock, Inc. 3.55% Reduce -1.6% 389,765 $23.4M
United Capital Financial Advisors, LLC 0.17% Reduce -1.8% 389,554 $23.3M
Transamerica Financial Advisors, LLC 1.93% Add +5.0% 388,403 $23.3M
Franklin Resources Inc. 0.01% Add +5.0% 384,494 $23.0M
VestGen Advisors, LLC 0.77% Add +2.2% 383,795 $23.0M
Rakuten Investment Management, Inc. 0.08% — 384,275 $22.9M
Integrated Wealth Concepts LLC 0.21% Add +3.6% 382,682 $22.9M
Procyon Advisors, LLC 1.36% Add +178.3% 382,410 $22.9M
Guardian Wealth Advisors, LLC 12.92% Reduce -1.7% 380,259 $22.8M
Advisory Services Network, LLC 0.33% Add +1.5% 378,293 $22.7M
Focus Financial Network, Inc. 0.81% Add +10.3% 378,199 $22.7M
Intergy Private Wealth, LLC 7.04% Add +0.6% 375,803 $22.5M
Kaleidoscope Capital LP 6.43% Add +0.5% 375,383 $22.5M
Orin Green Financial, LLC 8.95% Reduce -1.3% 373,723 $22.4M
Kanawha Capital Management LLC 1.54% Add +1.1% 372,068 $22.3M
Drive Wealth Management, LLC 4.72% Add +1.9% 371,458 $22.3M
Wealthspire Retirement, LLC 1.42% Add +0.7% 370,902 $22.2M
Bay Harbor Wealth Management, LLC 5.95% Reduce -0.7% 367,732 $22.0M
Battery Global Advisors, LLC 10.35% Add +16.0% 367,254 $22.0M
Plancorp, LLC 0.69% Add +3.6% 365,918 $21.9M
CANADA LIFE ASSURANCE Co 0.03% Reduce -0.5% 364,959 $21.8M
Dravo Bay LLC 9.61% Add +0.5% 363,170 $21.8M
Accredited Investors Inc. 1.21% Reduce -0.3% 363,145 $21.8M
Aspire Private Capital, LLC 4.76% Reduce -3.1% 361,473 $21.7M
Aletheian Wealth Advisors LLC 10.05% Reduce -0.4% 360,830 $21.6M
F/m Investments LLC 0.83% Reduce -2.2% 359,642 $21.5M
Echo45 Advisors LLC 12.61% Reduce -3.4% 358,991 $21.5M
Vident Advisory, LLC 0.21% Reduce -8.1% 357,887 $21.4M
Argent Trust Co 0.76% Add +1.1% 357,766 $21.4M
Level Wealth Management LLC 11.10% Add +7.5% 351,906 $21.1M
Bradley Foster & Sargent Inc. 0.31% Add +4.3% 350,187 $21.0M
Gotham Asset Management 0.09% Add +44.3% 348,984 $20.9M
Cornerstone Wealth Advisors, Inc. 5.03% Add +13.9% 346,945 $20.8M
NerdWallet Wealth Partners, LLC 10.18% — 347,207 $20.8M
O'shaughnessy Asset Management, LLC 0.12% Add +22.2% 344,875 $20.7M
Fifth Third Securities, Inc. 1.41% Add +14.4% 344,626 $20.6M
Rossmore Private Capital 2.21% Add +0.4% 342,699 $20.5M
Payne Capital Management, LLC 6.56% Add +22.8% 340,215 $20.4M
NewSquare Capital LLC 1.38% Reduce -1.9% 339,856 $20.4M
American Money Management, LLC 3.39% Reduce -2.1% 338,773 $20.3M
Atmos Advisory, LLC 12.24% Reduce -2.0% 335,129 $20.1M
MJP Associates Inc. 2.64% Add +8.3% 333,982 $20.0M
Raelipskie Partnership 8.57% Add +1.8% 333,058 $20.0M
Park Place Capital Corp 4.17% Reduce -0.1% 329,374 $19.7M
Signal Tree Financial Partners LLC 15.57% Add +2.5% 325,595 $19.7M
Sand Hill Global Advisors, LLC 0.69% Reduce -1.1% 327,920 $19.6M
Ashton Thomas Private Wealth, LLC 0.51% Add +11.0% 327,806 $19.6M
Fairway Wealth LLC 5.50% Add +12.2% 326,919 $19.6M
QRG Capital Management, Inc. 0.24% Add +1.9% 326,842 $19.6M
Applied Capital LLC 7.85% Add +1.4% 324,952 $19.5M
Stratos Wealth Partners, LTD. 0.23% Add +17.7% 324,380 $19.4M
Empower Advisory Group, LLC 0.05% Add +1.7% 321,243 $19.2M
REDW Wealth LLC 7.24% Reduce -4.3% 319,752 $19.2M
Perigon Wealth Management, LLC 0.39% Add +11.9% 319,434 $19.1M
Bricktown Capital, LLC 3.15% No change 318,764 $19.1M
Kearns & Associates LLC 10.06% Add +2.1% 316,129 $18.9M
Portland Global Advisors LLC 2.11% Add +4.7% 315,710 $18.9M
Telos Capital Management, Inc. 1.81% Add +1.2% 315,089 $18.9M
Penney Financial, LLC 8.45% Add +2.2% 314,790 $18.9M
Discipline Wealth Solutions, LLC 4.96% Add +6.2% 314,212 $18.8M
BlackRock, Inc. 0.00% Add +201.6% 314,162 $18.8M
Fort Point Capital Partners LLC 2.39% Reduce -1.2% 313,791 $18.8M
Buck Wealth Strategies, LLC 2.57% Add +16.5% 313,373 $18.8M
Rinkey Investments 4.97% Add +14.8% 312,945 $18.8M
Geneos Wealth Management Inc. 0.47% Reduce -43.6% 311,640 $18.7M
Rodgers & Associates, LTD 1.92% Add +1.2% 310,945 $18.6M
Flputnam Investment Management Co. 0.28% Reduce -1.6% 309,535 $18.5M
Chilton Capital Management LLC 0.62% Reduce -0.1% 308,855 $18.5M
Oppenheimer & Co. Inc. 0.22% Add +9.5% 307,348 $18.4M
Latigo Investments, LLC 9.27% No change 306,975 $18.4M
HT Partners LLC 5.60% Add +2.6% 305,785 $18.3M
Zhang Financial LLC 0.74% Add +20.1% 303,322 $18.2M
Summit Wealth Group, LLC 4.35% Reduce -2.2% 300,144 $18.0M
Concurrent Investment Advisors, LLC 0.31% Add +7.8% 299,356 $17.9M
Arcataur Capital Management LLC 5.27% Reduce -1.1% 298,958 $17.9M
Rareview Capital LLC 10.92% Add +0.9% 313,553 $17.9M
Axxcess Wealth Management, LLC 0.38% Add +14.7% 297,212 $17.8M
Marathon Mission, Inc. 10.59% Reduce -0.5% 296,145 $17.7M
Regal Investment Advisors LLC 1.14% Add +4.1% 292,705 $17.5M
Warner Financial, Inc. 6.55% Add +5.5% 292,561 $17.5M
Bailard, Inc. 0.38% Add +5.5% 291,725 $17.5M
CFS Investment Advisory Services, LLC 1.30% Add +4.4% 285,143 $17.5M
Continuum Wealth Advisors, LLC 7.43% Add +5.2% 290,950 $17.4M
Chesley Taft & Associates LLC 0.74% Add +11.1% 290,668 $17.4M
Amara Financial, Llc. 12.83% Add +15.2% 290,656 $17.4M
Cherry Tree Wealth Management, LLC 3.82% Add +2.8% 290,328 $17.4M
One Degree Advisors Inc 5.30% Reduce -18.1% 288,253 $17.3M
Ausdal Financial Partners, Inc. 0.84% Add +11.1% 287,398 $17.2M
MBM Wealth Consultants, LLC 4.27% Reduce -1.6% 286,899 $17.2M
Trust Co of the South 2.83% Reduce 0.0% 284,345 $17.0M
Riversedge Advisors, LLC 2.85% Reduce -0.5% 283,719 $17.0M
Cambridge Capital Management, LLC 8.15% Reduce -1.7% 283,678 $17.0M
RFG Advisory, LLC 0.35% Add +3.2% 282,860 $16.9M
Jmac Enterprises LLC 3.32% Add +1.9% 280,248 $16.8M
Rialto Wealth Management, LLC 4.31% Add +0.7% 278,836 $16.7M
Gordian Advisors LLC 11.13% Reduce -0.4% 276,537 $16.6M
Austin Private Wealth, LLC 1.28% Reduce -3.3% 276,391 $16.6M
BNP Paribas Financial Markets 0.01% Reduce -86.9% 276,078 $16.5M
Sterling Wealth Management, Inc. 5.01% Add +6.5% 276,002 $16.5M
Dynamic Advisor Solutions LLC 0.48% Add +1.8% 275,975 $16.5M
CoreCap Advisors, LLC 0.60% Reduce -0.8% 274,359 $16.4M
Texas Capital Bank Wealth Management Services Inc 1.35% Add +6.5% 273,644 $16.4M
Smith, Moore & Co. 1.25% Add +1.3% 271,803 $16.3M
Hamilton Wealth, LLC 3.38% Reduce -30.1% 270,150 $16.2M
Topsail Wealth Management, LLC 2.72% Reduce -0.3% 267,683 $16.0M
Signature Estate & Investment Advisors LLC 0.34% Add +0.8% 266,853 $16.0M
Stewardship Advisors, LLC 3.76% Reduce -0.1% 265,211 $15.9M
Bristlecone Advisors, LLC 1.33% Add +1.7% 264,824 $15.9M
William Mack & Associates, Inc. 8.53% Add +50.6% 264,723 $15.9M
Gill Capital Partners, LLC 4.84% Add +8.2% 264,631 $15.9M
Peak Retirement Planning, Inc. 4.46% Add +92.0% 264,360 $15.8M
TrueWealth Financial Partners 8.07% Add +128.3% 264,026 $15.8M
YANKCOM Partnership 7.09% Add +4.7% 262,845 $15.8M
Ade, LLC 7.95% Reduce -1.7% 262,495 $15.7M
Cerity Partners OCIO LLC 0.80% Add +95.7% 262,157 $15.7M
Parkwood LLC 1.53% No change 262,127 $15.7M
VCI Wealth Management LLC 4.76% Add +8.3% 262,045 $15.7M
Asset Allocation Strategies LLC 3.11% Add +7.6% 261,827 $15.7M
Moller Wealth Partners 3.27% Add +0.2% 261,337 $15.7M
PFG Private Wealth Management, LLC 6.95% Reduce -20.0% 260,013 $15.6M
Integrity Wealth Solutions LLC 6.95% Reduce -2.4% 260,013 $15.6M
Vestmark Advisory Solutions, Inc. 0.30% Reduce -14.5% 259,311 $15.5M
Investment Partners, LTD. 5.45% Add +2.8% 258,233 $15.5M
Hilltop Wealth Advisors, LLC 8.06% Add +3.8% 258,158 $15.5M
Wealth Forward, LLC 8.97% Reduce -28.1% 257,711 $15.4M
FMA Wealth Management, LLC 10.58% Reduce -0.1% 257,198 $15.4M
Carrera Capital Advisors 2.76% Add +4.7% 256,878 $15.4M
First Manhattan Co. Llc. 0.04% Add +3.0% 256,013 $15.3M
Hillcrest Wealth Advisors - NY, LLC 6.88% Add +0.6% 255,483 $15.3M
Clearstead Advisors, LLC 0.22% Reduce -2.3% 254,553 $15.3M
White Wing Wealth Management 9.47% Add +11.0% 252,533 $15.2M
CSM Advisors, LLC 0.42% Add +10.5% 253,668 $15.2M
Brighton Jones LLC 0.36% Add +2.9% 252,891 $15.2M
Whitegate Investment Counselors, Inc. 4.98% Reduce -0.9% 252,669 $15.1M
Rochester Wealth Strategies, LLC 9.88% Reduce -1.6% 251,866 $15.1M
Dynasty Wealth Management, LLC 0.20% Add +43.0% 251,490 $15.1M
Towerpoint Wealth, LLC 6.15% Add +0.8% 250,712 $15.0M
Crestmont Private Wealth LLC 4.96% Add +1.7% 250,524 $15.0M
Retirement Wealth Solutions LLC 9.85% Reduce -2.2% 250,189 $15.0M
Hiley Hunt Wealth Management 7.05% Add +1.9% 250,117 $15.0M
NewEdge Wealth, LLC 0.21% Add +4.8% 246,295 $15.0M
Aerodigm Wealth, LLC 6.28% Reduce -3.7% 247,212 $14.9M
Nwam LLC 0.81% Add +0.8% 245,409 $14.8M
Smith & Howard Wealth Management, LLC 3.46% Reduce -2.0% 247,607 $14.8M
Sunesis Advisors, LLC 6.87% — 245,450 $14.7M
Seven Post Investment Office LP 5.29% Add +4.1% 244,909 $14.7M
Financial Engines Advisors L.L.C. 0.03% Add +0.3% 242,572 $14.5M
Gould Capital, LLC 8.99% Reduce -0.6% 242,270 $14.5M
OneDigital Investment Advisors LLC 0.15% Add +3.0% 241,475 $14.5M
HB Wealth Management, LLC 0.10% Add +11.5% 240,566 $14.4M
Unconventional Investor, LLC 7.22% Add +4.0% 240,215 $14.4M
Ritholtz Wealth Management 0.28% Reduce -3.8% 240,165 $14.4M
Kings Path Partners LLC 5.25% Add +2.9% 237,985 $14.3M
Turtle Creek Wealth Advisors, LLC 1.27% Add +88.1% 236,473 $14.2M
Keystone Global Partners, LLC 7.19% Reduce -5.7% 235,449 $14.1M
Bessemer Group Inc. 0.02% Reduce -2.8% 234,423 $14.0M
Brown Wealth Management, LLC 3.94% Reduce -3.3% 234,369 $14.0M
Epacria Capital Partners, LLC 11.42% No change 234,089 $14.0M
1834 Investment Advisors Co. 1.71% Add +14.5% 233,013 $14.0M
Mondrian Investment Partners LTD 0.23% — 232,522 $13.9M
Omnia Family Wealth, LLC 4.52% Add +0.0% 232,110 $13.9M
Central Bank & Trust Co. 2.16% Reduce -1.3% 228,905 $13.7M
Beacon Financial Strategies CORP 8.03% Add +60.6% 227,191 $13.6M
Camden National Bank 1.89% Add +6.1% 225,899 $13.5M
FF Advisors,LLC 6.44% Add +7.5% 224,874 $13.5M
Tenon Financial LLC 6.89% Reduce -0.6% 223,790 $13.4M
Etesian Wealth Advisors, Inc. 4.40% Add +6.3% 222,561 $13.3M
Ensign Peak Advisors, Inc 0.02% No change 222,384 $13.3M
Lodestar Private Asset Management LLC 1.38% Add +1.6% 220,547 $13.2M
IFP Advisors, Inc 0.34% Add +8.5% 220,476 $13.2M
Matrix Asset Advisors Inc. 1.22% Add +5.5% 220,304 $13.2M
Objectivity Squared, LLC 7.87% Add +10.6% 220,092 $13.2M
InvesTrust 4.82% Add +1.0% 219,420 $13.1M
Schneider Downs Wealth Management Advisors, LP 1.56% Reduce -11.6% 219,170 $13.1M
Fortitude Family Office, LLC 3.55% Add +19.5% 219,035 $13.1M
WESCAP Management Group, Inc. 2.75% Reduce -0.1% 218,529 $13.1M
Goldstone Financial Group, LLC 1.55% Add +3.4% 218,468 $13.1M
Mackenzie Financial Corp. 0.02% Add +6.3% 217,771 $13.0M
Fca Corp. 3.62% Add +0.5% 217,345 $13.0M
Ashton Thomas Securities, LLC 1.82% Reduce -5.4% 217,238 $13.0M
Horizons Wealth Management 8.88% Add +2.7% 216,017 $12.9M
MSH Capital Advisors LLC 3.46% Add +26.4% 215,562 $12.9M
AllSquare Wealth Management LLC 6.76% Reduce -0.5% 213,651 $12.8M
Coastline Trust Co 1.37% Add +21.0% 213,609 $12.8M
Pine Valley Investments Ltd Liability Co 0.66% Add +2.9% 212,434 $12.7M
Highview Capital Management LLC 4.68% Add +0.4% 212,432 $12.7M
Vishria Bird Financial Group, LLC 2.50% Add +2.0% 212,357 $12.7M
Halbert Hargrove Global Advisors, LLC 0.62% Reduce -3.0% 212,124 $12.7M
Rede Wealth, LLC 9.93% New 210,997 $12.6M
Eagle Bay Advisors LLC 9.93% Add +3.1% 210,997 $12.6M
Blueprint Investment Partners LLC 1.77% Add +7.4% 210,775 $12.6M
Mgo One Seven LLC 0.29% Add +5.4% 210,102 $12.6M
Evercore Wealth Management, LLC 0.18% Add +1.7% 210,085 $12.6M
Avos Capital Management, LLC 5.86% Add +28.9% 209,639 $12.6M
First Citizens Bank & Trust Co. 0.27% Add +0.7% 209,609 $12.6M
Snowden Capital Advisors LLC 0.34% Add +6.2% 209,550 $12.6M
AE Wealth Management LLC 0.08% Add +9.4% 208,552 $12.5M
Phoenix Wealth Advisors 4.80% Add +12.0% 208,355 $12.5M
Deane Retirement Strategies, Inc. 5.33% Reduce -1.3% 206,806 $12.4M
Mittelman Wealth Management 8.08% Add +4.3% 205,932 $12.3M
Vise Technologies, Inc. 0.46% Add +8.1% 205,635 $12.3M
RiverGlades Family Offices LLC 7.51% Add +4.2% 205,116 $12.3M
Gutierrez Wealth Advisory, LLC 7.85% Reduce -6.1% 204,901 $12.3M
CGN Advisors LLC 1.01% Add +1.3% 204,757 $12.3M
Fonville Wealth Management LLC 2.76% Add +5.5% 204,482 $12.3M
Frisco Financial Planning LLC 10.43% Reduce -4.7% 203,976 $12.2M
Enclave Advisors LLC 1.86% Add +3.5% 203,701 $12.2M
Clarity Wealth Development LLC 10.98% Add +3.1% 197,251 $12.2M
Wind River Trust Co 4.50% Reduce 0.0% 202,975 $12.2M
Eagle Strategies LLC 1.61% Add +1931.8% 201,409 $12.1M
Live Oak Investment Partners 7.97% Add +10.8% 200,762 $12.0M
Birchbrook, Inc. 6.20% Add +4.7% 200,143 $12.0M
Ebor Charitable Trust 24.24% Add +5.5% 226,810 $12.0M
Staley Capital Advisers Inc. 0.49% Add +0.5% 198,175 $11.9M
BKM Wealth Management, LLC 4.37% Add +2.7% 197,903 $11.9M
Kitching Partners, LLC 11.20% Add +2.2% 197,816 $11.9M
K2 Financial Inc. 9.52% Add +1.0% 198,107 $11.8M
First National Bank of Omaha 0.74% Add +0.4% 195,488 $11.7M
Drucker Wealth 3.0, LLC 2.08% Reduce -22.0% 194,600 $11.7M
IFG Advisors, LLC 1.90% Reduce -10.4% 194,377 $11.6M
Dorsey & Whitney Trust CO LLC 0.61% Reduce -1.5% 194,080 $11.6M
Values Added Financial LLC 5.16% Reduce -6.0% 193,778 $11.6M
Nisa Investment Advisors, LLC 0.04% No change 193,580 $11.6M
National Philanthropic Trust 0.13% Add +45.1% 193,130 $11.6M
Manske Wealth Management 3.54% Reduce -0.7% 192,790 $11.6M
Disciplina Capital Management LLC 1.40% Add +53.2% 192,415 $11.5M
Sterling Group Wealth Management, LLC 5.68% Reduce -0.6% 191,430 $11.5M
Mach-1 Financial Group, LLC 1.83% New 191,069 $11.4M
Integrity Advisory Solutions, LLC 1.83% — 191,069 $11.4M
First Heartland Consultants, Inc. 0.92% Add +2.2% 190,841 $11.4M
SBI Securities Co., Ltd. 0.29% Reduce -6.5% 190,789 $11.4M
Strategic Blueprint, LLC 0.50% Add +4.8% 190,476 $11.4M
Opus Capital Group, LLC 1.27% Reduce -1.1% 189,146 $11.3M
Gould Asset Management LLC 2.10% Add +3.9% 188,835 $11.3M
Martel Wealth Advisors LLC 1.97% Reduce -3.1% 187,953 $11.3M
Consolidated Portfolio Review Corp 1.41% Reduce -1.1% 186,950 $11.2M
B. Riley Wealth Advisors, Inc. 0.54% Reduce -4.4% 186,692 $11.2M
Parsons Capital Management Inc. 0.63% Reduce -2.8% 186,441 $11.2M
Invst, LLC 1.27% Reduce -58.3% 186,229 $11.2M
Elevated Capital Advisors, LLC 2.77% Add +2.2% 185,919 $11.1M
Fifth Third Wealth Advisors LLC 0.41% Add +5.2% 185,896 $11.1M
Hohimer Wealth Management, LLC 1.57% Add +1.1% 185,643 $11.1M
Arkadios Wealth Advisors 0.27% Add +85.6% 185,478 $11.1M
Trace Wealth Advisors, LLC 8.28% Add +0.1% 184,962 $11.1M
Auour Investments LLC 3.60% Add +3.1% 184,541 $11.1M
Avant Financial Advisors LLC 8.31% Add +0.4% 184,034 $11.0M
Interactive Financial Advisors, Inc. 5.95% Reduce -3.8% 183,628 $11.0M
Centerline Wealth Advisors, LLC 4.79% Reduce -0.1% 183,484 $11.0M
Park National Corp. 0.34% Add +31.2% 183,461 $11.0M
Cadence Bank 0.66% Add +1.0% 182,203 $10.9M
Stratos Wealth Advisors, LLC 0.53% Add +13.8% 181,933 $10.9M
Obermeyer Wealth Partners 0.51% Add +6.0% 181,395 $10.9M
PFW Advisors LLC 3.20% Add +17.2% 180,767 $10.8M
Aurelius Family Office LLC 4.79% Add +0.8% 179,656 $10.8M
Capital Asset Advisory Services LLC 0.46% Add +29.0% 179,199 $10.7M
Sigma Planning Corp 0.31% Add +5.4% 179,063 $10.7M
Integrated Investment Consultants, LLC 1.82% Reduce -0.1% 178,941 $10.7M
Rockbridge Investment Management, LCC 1.05% Reduce -2.4% 178,002 $10.7M
Maripau Wealth Management LLC 5.36% Add +6.6% 177,730 $10.6M
New Hampshire Trust 2.05% Add +1.4% 176,835 $10.6M
Frank, Rimerman Advisors LLC 0.68% Add +5.8% 175,946 $10.5M
Apollon Wealth Management, LLC 0.19% Add +0.5% 175,942 $10.5M
Security Financial Services, INC. 1.70% Add +1.9% 175,737 $10.5M
Marshall Financial Group Inc. 2.90% Reduce -1.3% 175,655 $10.5M
Cape Cod Five Cents Savings Bank 0.96% No change 199,278 $10.5M
Black Diamond Financial, LLC 1.18% Add +8.2% 175,200 $10.5M
Roth Financial Partners LLC 3.53% Reduce -0.2% 174,687 $10.5M
Main Street Financial Solutions, LLC 0.67% Add +1.6% 174,398 $10.4M
Waller Financial Planning Group, Inc. 2.40% Reduce -1.0% 174,354 $10.4M
CBIZ Investment Advisory Services, LLC 0.41% Reduce -0.1% 174,321 $10.4M
Shotwell Rutter Baer Inc 6.74% Reduce -0.9% 171,629 $10.4M
Newport Capital Group, LLC 6.56% Add +0.3% 174,101 $10.4M
Stonehearth Capital Management, LLC 4.03% Add +0.4% 173,632 $10.4M
Paulson Wealth Management Inc. 2.46% Add +7.2% 173,576 $10.4M
Trust Co. of Vermont 0.45% Add +4.4% 172,936 $10.4M
Lanark Financial, Inc. 0.79% Reduce -33.3% 171,472 $10.3M
Associated Banc-Corp 0.27% Add +6.7% 171,052 $10.2M
Tortoise Investment Management, LLC 0.91% Reduce -0.5% 170,996 $10.2M
Mission Hills Financial Advisory, LLC 5.44% Add +0.2% 170,793 $10.2M
Tarbox Family Office, Inc. 1.50% Reduce -1.4% 170,623 $10.2M
Capasso Planning Partners LLC 6.34% Reduce -3.7% 169,852 $10.2M
Quattro Financial Advisors LLC 3.19% Add +0.9% 168,195 $10.1M
First Bancorp, Inc 5.35% Reduce -1.7% 167,851 $10.1M
Stone Summit Wealth LLC 2.85% Add +42.0% 167,759 $10.1M
Global Strategic Investment Solutions, LLC 1.00% Add +0.0% 167,426 $10.0M
Atlatl Advisers LLC 3.97% Add +6.0% 166,946 $10.0M
Redwood Investment Management, LLC 1.08% Add +15.3% 166,935 $10.0M
Symmetry Partners, LLC 1.09% Add +17.1% 166,675 $10.0M
Kraft, Davis & Associates, LLC 2.43% Add +2.0% 162,902 $10.0M
Proficio Capital Partners LLC 0.68% Add +0.9% 165,703 $9.9M
Monument Group Wealth Advisors, LLC 5.84% Add +4.9% 165,620 $9.9M
Johnson Bixby & Associates, LLC 1.26% Add +0.7% 164,278 $9.8M
Foundations Investment Advisors, LLC 0.14% Reduce -1.6% 164,068 $9.8M
Susquehanna International Group, LLP 0.01% Add +735.3% 163,317 $9.8M
Integrated Advisors Network LLC 0.41% Add +3.1% 162,792 $9.8M
Roundview Capital LLC 0.61% Add +1.2% 162,122 $9.7M
Arete Wealth Advisors, LLC 0.61% Add +5.5% 161,483 $9.7M
Ascent Group, LLC 0.34% Reduce -43.1% 161,415 $9.7M
DBK Financial Counsel, LLC 8.12% Reduce -1.8% 161,215 $9.7M
Elite Life Management LLC 19.63% Add +14.7% 159,205 $9.6M
Nicolet Bankshares Inc. 1.53% Add +8.3% 158,496 $9.5M
Grove Bank & Trust 1.11% Add +4.1% 158,479 $9.5M
Michelson Medical Research Foundation, Inc. 8.24% No change 158,160 $9.5M
Rosenberg Matthew Hamilton 2.04% Reduce -0.9% 157,604 $9.4M
Headinvest, LLC 1.95% Add +5.7% 157,513 $9.4M
Pitcairn Co. 0.74% No change 157,079 $9.4M
Sandy Cove Advisors, LLC 2.98% Add +0.5% 155,388 $9.3M
Warwick Investment Management, Inc. 1.62% Add +55.8% 155,315 $9.3M
Prudent Man Advisors, LLC 3.44% Reduce -0.5% 149,792 $9.3M
Retirement Planning Group, LLC 0.32% Reduce -4.8% 154,297 $9.2M
Roberts Wealth Advisors, LLC 2.41% Reduce -0.1% 151,430 $9.1M
Silvercrest Asset Management Group LLC 0.06% Reduce -27.5% 151,279 $9.1M
Centennial Bank 3.56% Add +0.7% 151,121 $9.1M
Conning Inc. 0.32% Add +32.2% 151,091 $9.1M
CWA Asset Management Group, LLC 0.34% Reduce -0.9% 150,995 $9.0M
Meridian Wealth Advisors, LLC 1.28% Add +4.5% 150,965 $9.0M
Diversify Advisory Services, LLC 0.30% Reduce -1.4% 147,566 $9.0M
Cary Street Partners Financial LLC 0.23% Add +2.2% 168,768 $9.0M
Prosperity Consulting Group, LLC 0.44% Add +1.7% 149,944 $9.0M
Campion Asset Management 6.37% Reduce -0.1% 149,826 $9.0M
Becker Capital Management Inc. 0.26% Add +1.4% 149,273 $8.9M
Seldon Capital LP 3.14% No change 149,017 $8.9M
Tilson Financial Group, Inc. 2.93% Reduce -4.0% 148,741 $8.9M
Emprise Bank 3.84% Reduce -0.4% 148,374 $8.9M
Elmwood Wealth Management, Inc. 3.15% Add +4.5% 148,154 $8.9M
Brandywine Trust Co. 1.34% Add +9.8% 147,227 $8.8M
Legacy Financial Group LLC 1.15% Reduce -58.7% 146,890 $8.8M
BSW Wealth Partners 1.09% Add +0.4% 146,427 $8.8M
Mycio Wealth Partners, LLC 2.01% Reduce -0.3% 145,272 $8.7M
CVA Family Office, LLC 1.12% Add +0.2% 145,185 $8.7M
Avidian Wealth Enterprises, LLC 0.33% Add +2.3% 144,875 $8.7M
Allianz Asset Management GmbH 0.01% New 144,002 $8.6M
Great Valley Advisor Group, Inc. 0.17% Add +6.9% 143,650 $8.6M
Algorithmic Investment Models, LLC 5.66% No change 142,294 $8.5M
Three Bridge Wealth Advisors, LLC 2.20% Add +0.0% 142,198 $8.5M
American Investment Services, Inc. 2.05% Reduce -6.1% 142,103 $8.5M
Waldron Private Wealth LLC 0.34% Add +2.5% 141,957 $8.5M
Plum Street Advisors, LLC 3.25% Reduce -1.7% 140,512 $8.4M
Joule Financial, LLC 2.52% Add +2.5% 140,219 $8.4M
FSB Premier Wealth Management, Inc. 2.75% Reduce -2.9% 139,742 $8.4M
Windsor Capital Management, LLC 2.30% Reduce -1.9% 139,167 $8.3M
Thrive Capital Management, LLC 2.15% Add +38.2% 138,940 $8.3M
First Financial Corp. 3.25% Reduce -0.9% 138,268 $8.3M
Forbes Financial Planning, Inc. 5.46% Reduce -1.5% 137,713 $8.3M
Aspiriant, LLC 0.25% Add +2.1% 137,470 $8.2M
Berkshire Asset Management LLC 0.35% Add +5.4% 136,923 $8.2M
First Horizon Corp. 0.38% — 136,109 $8.2M
Fidelis Capital Partners, LLC 0.64% Reduce -0.4% 135,697 $8.1M
AlphaCore Capital LLC 0.27% Add +5.8% 135,648 $8.1M
KilterHowling LLC 4.51% Reduce -0.8% 135,218 $8.1M
PAX Financial Group, LLC 1.45% Reduce -2.5% 134,468 $8.1M
VSM Wealth Advisory, LLC 2.51% Add +1.5% 134,436 $8.1M
Revolve Wealth Partners, LLC 0.96% Add +3.8% 133,949 $8.0M
Wincap Financial LLC 5.54% Add +4.1% 133,925 $8.0M
Twin Focus Capital Partners, LLC 1.02% Reduce -0.2% 133,380 $8.0M
Silver Oak Securities, Incorporated 0.60% Add +5.6% 132,769 $8.0M
Resolute Advisors LLC 2.04% Add +2.2% 132,615 $7.9M
Sound Stewardship, LLC 3.80% Add +2.7% 132,233 $7.9M
Walkner Condon Financial Advisors LLC 1.25% Add +6.5% 131,766 $7.9M
Russell Investments Group, Ltd. 0.01% Add +63.4% 131,610 $7.9M
Titleist Asset Management, LLC 0.69% Add +15.8% 130,787 $7.8M
Compton Wealth Advisory Group, LLC 1.81% No change 130,272 $7.8M
Stratos Investment Management, LLC 0.32% Add +23.7% 129,744 $7.8M
Koshinski Asset Management, Inc. 0.55% Reduce -7.9% 129,429 $7.8M
Mitchell McLeod Pugh & Williams Inc. 1.25% Add +13.3% 125,624 $7.7M
Nations Financial Group Inc, /Ia/ 0.48% Add +1.9% 129,257 $7.7M
Duncan Williams Asset Management, LLC 2.17% Add +18.8% 128,681 $7.7M
Liberty Capital Management, Inc. 1.45% Reduce -1.5% 128,174 $7.7M
Courier Capital LLC 0.44% Reduce -0.3% 127,893 $7.7M
Old Second National Bank of Aurora 1.58% Add +1.0% 127,646 $7.6M
Rothschild Wealth LLC 1.66% Add +5.3% 127,538 $7.6M
Blueprint Financial Advisors LLC 1.65% Add +18.3% 127,315 $7.6M
Siligmueller & Norvid Wealth Advisors LLC 3.42% Add +1444.7% 126,972 $7.6M
XY Planning Network, Inc. 2.59% No change 133,205 $7.6M
McNamara Financial Services, Inc. 1.41% Reduce -0.8% 126,702 $7.6M
Lansing Street Advisors 2.01% Reduce -5.4% 126,096 $7.6M
Asset Planning Corporation 3.57% Add +0.1% 125,611 $7.5M
CoreFirst Bank & Trust 4.06% Add +1.6% 125,163 $7.5M
Jacobi Capital Management LLC 0.46% Add +0.5% 125,072 $7.5M
Ancora Advisors LLC 0.15% Add +0.6% 124,494 $7.5M
Creative Financial Designs Inc. 0.50% Add +4.1% 124,103 $7.4M
NorthRock Partners, LLC 0.13% Add +81.6% 124,035 $7.4M
RS Crum Inc. 1.65% Reduce -0.1% 123,845 $7.4M
Journey Beyond Wealth, LLC 6.08% Reduce -3.4% 123,377 $7.4M
Stillwater Capital Advisors, LLC 0.83% Add +0.8% 123,222 $7.4M
Forefront Wealth Partners, LLC 1.85% Add +2349.6% 122,895 $7.4M
Sagespring Wealth Partners, LLC 0.14% Reduce -2.5% 121,989 $7.3M
Brandywine Oak Private Wealth LLC 0.63% Reduce -2.6% 121,848 $7.3M
Ascent Capital Management, LLC 5.83% Add +29.5% 121,810 $7.3M
North Star Investment Management Corp. 0.47% Add +63.1% 121,711 $7.3M
My Personal CFO, LLC 2.82% Add +710.8% 121,644 $7.3M
Foundation Wealth Management, LLC\PA 2.82% Add +30.3% 121,644 $7.3M
Capital Analysts, LLC 0.21% Add +36.4% 121,149 $7.3M
Naples Global Advisors, LLC 0.56% Add +6.6% 120,709 $7.2M
Chicago Partners Investment Group LLC 0.19% Add +0.1% 117,072 $7.2M
Veery Capital, LLC 2.28% Reduce -1.4% 120,420 $7.2M
Jim Saulnier & Associates, LLC 4.01% Reduce -8.6% 120,164 $7.2M
Tamar Securities, LLC 0.82% Add +1.9% 120,065 $7.2M
Fairman Group, LLC 5.78% Add +3.8% 119,799 $7.2M
Wedbush Securities Inc. 0.23% Add +10.2% 119,751 $7.2M
Farrell Financial LLC 4.50% Add +0.5% 119,726 $7.2M
BlueSky Wealth Advisors, LLC 0.96% Reduce -3.5% 119,378 $7.2M
GenTrust, LLC 0.32% Reduce -6.4% 118,740 $7.1M
Mather Group, Llc. 0.07% Reduce -56.9% 118,739 $7.1M
Florida Trust Wealth Management Co 0.20% Add +26.4% 118,334 $7.1M
Synergy Asset Management, LLC 0.26% Add +235.1% 121,571 $7.1M
Tradition Wealth Management, LLC 0.52% Add +4.9% 117,724 $7.1M
Encompass Wealth Advisors, LLC 2.39% Add +2.4% 117,206 $7.0M
Narus Financial Partners, LLC 1.92% Add +6.2% 116,875 $7.0M
Grove Street Fiduciary, LLC 3.30% Reduce -7.1% 116,587 $7.0M
Essex Financial Services, Inc. 0.42% Add +23.4% 116,278 $7.0M
NorthStar Asset Management LLC 3.31% Add +1.8% 115,398 $6.9M
Arrowroot Family Office, LLC 2.75% Add +20.4% 115,200 $6.9M
Creekside Partners 3.04% Reduce -1.4% 115,115 $6.9M
Vectors Research Management, LLC 2.17% Add +1.5% 114,837 $6.9M
Strategent Financial, LLC 4.91% Add +5.2% 114,561 $6.9M
Clarity Capital Advisors, LLC 3.72% Add +3.0% 114,089 $6.8M
RHS Financial, LLC 3.55% Add +2.0% 114,077 $6.8M
Westerkirk Capital Inc. 0.78% Reduce -79.9% 113,781 $6.8M
Fiduciary Advisors, Inc. 5.50% Reduce -8.0% 113,559 $6.8M
Eclectic Associates Inc. 1.24% Reduce -8.9% 113,103 $6.8M
Taylor Hoffman Capital Management LLC 2.13% Reduce -0.3% 113,003 $6.8M
Andina Capital Management, LLC 3.82% Add +3.8% 112,821 $6.8M
McAdam, LLC 0.33% Add +15.7% 112,582 $6.7M
SouthState Bank Corp 0.31% Reduce -32.7% 112,145 $6.7M
Northland Capital Management LLC 3.91% Add +0.9% 111,649 $6.7M
Smartleaf Asset Management LLC 0.41% Reduce -10.0% 111,702 $6.7M
Interchange Capital Partners, LLC 1.31% Add +0.5% 111,150 $6.7M
Triad Wealth Partners, LLC 0.86% Add +19.5% 110,814 $6.6M
Forefront Analytics, LLC 6.38% Add +0.3% 110,468 $6.6M
LifePlan Investment Advisors, Inc. 2.77% Add +13.9% 110,282 $6.6M
TPG Advisors LLC 4.32% Add +2.5% 109,681 $6.6M
Csenge Advisory Group 0.31% Add +1.3% 109,482 $6.6M
Sachem Hill LLC 1.31% Reduce -0.7% 109,013 $6.5M
Semitam Bonam LLC 5.82% Reduce -0.9% 108,564 $6.5M
Verus Wealth Management, LLC 6.07% Reduce -2.3% 108,437 $6.5M
Farnam Financial LLC 5.04% Add +31.7% 108,217 $6.5M
MorganRosel Wealth Management, LLC 1.68% Add +8.9% 108,203 $6.5M
Altura Wealth Advisors Inc. 3.08% Add +54.7% 108,090 $6.5M
Gradient Capital Advisors, LLC 1.73% Reduce -0.1% 107,607 $6.4M
Graves Light Lenhart Wealth, Inc. 0.71% Add +1.0% 107,204 $6.4M
Compass Financial Group, Inc. 2.87% Add +38.1% 106,743 $6.4M
Fortis Advisors, LLC 3.64% Add +9.5% 106,476 $6.4M
LifeGuide Financial Advisors, LLC 2.35% Reduce -0.0% 111,915 $6.4M
Crescent Grove Advisors, LLC 0.61% Reduce -0.4% 106,391 $6.4M
Virtue Capital Management, LLC 1.01% Add +1195.2% 52,870 $6.4M
Fort Sheridan Advisors LLC 0.83% Add +1.3% 106,211 $6.4M
Financial Counselors Inc. 8.42% Add +1.7% 105,603 $6.3M
Independent Family Office, LLC 2.67% Add +18.6% 105,380 $6.3M
ICONIQ Capital, LLC 0.08% Add +0.0% 105,309 $6.3M
Kingsview Wealth Management, LLC 0.10% Add +16.0% 105,057 $6.3M
Rehmann Capital Advisory Group 0.34% Reduce -0.4% 104,388 $6.3M
Certified Advisory Corp 0.59% Add +0.3% 104,277 $6.2M
Steph & Co. 1.91% Add +56.8% 104,145 $6.2M
Bearing Point Capital, LLC 1.07% Add +0.7% 103,743 $6.2M
St Germain D J Co. Inc. 0.25% Add +4.9% 103,381 $6.2M
IHT Wealth Management, LLC 0.16% Add +15.5% 102,740 $6.2M
Broadview Financial Management, LLC 4.13% Reduce -11.2% 102,149 $6.1M
Bank of New Hampshire 1.41% Add +0.1% 101,873 $6.1M
Cidel Asset Management Inc. 0.35% No change 101,546 $6.1M
W.H. Cornerstone Investments Inc. 3.71% Add +3.5% 101,501 $6.1M
Marathon Strategic Advisors, LLC 4.85% Add +0.4% 101,202 $6.1M
Principia Wealth Advisory, LLC 4.30% Add +341.2% 100,563 $6.0M
Teachers Insurance & Annuity Association of America 7.15% Reduce -1.7% 100,022 $6.0M
Sovran Advisors, LLC 0.53% Add +38.0% 97,831 $6.0M
Nuveen, LLC 0.00% No change 99,600 $6.0M
BCGM Wealth Management, LLC 1.55% Reduce -50.2% 99,482 $6.0M
Wood Tarver Financial Group, LLC 1.76% Add +3.4% 99,366 $6.0M
Peterson Wealth Advisors, LLC 0.89% Reduce -3.6% 98,063 $5.9M
SYM FINANCIAL Corp 0.63% Add +53.4% 99,025 $5.9M
Haverford Trust Co 0.05% Reduce -15.6% 98,632 $5.9M
Cypress Wealth Services, LLC 0.97% Add +2.7% 98,612 $5.9M
First PREMIER Bank 1.34% Reduce -2.1% 98,212 $5.9M
One Day In July LLC 0.50% Reduce -49.7% 98,147 $5.9M
Ironwood Financial, llc 1.04% Add +19.8% 98,101 $5.9M
Manuka Financial, LLC 3.64% Add +29.1% 97,573 $5.8M
Caldwell Trust Co 0.55% Add +8.4% 97,412 $5.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.14% Add +5.8% 97,091 $5.8M
Prime Capital Investment Advisors, LLC 0.07% Add +8.2% 97,078 $5.8M
DDFG, Inc 1.34% Reduce -2.1% 97,062 $5.8M
Mayflower Financial Advisors, LLC 0.72% Reduce -3.0% 96,240 $5.8M
Burt Wealth Advisors 1.40% Add +4.6% 95,099 $5.7M
Kentucky Farm Bureau Mutual Insurance Co 1.40% No change 95,000 $5.7M
Curi Capital, LLC 0.10% Reduce -11.2% 94,889 $5.7M
Sensible Financial Planning & Management, LLC. 1.03% Reduce -1.6% 94,692 $5.7M
Cutler Investment Counsel LLC 0.59% Add +2.7% 93,982 $5.6M
Perennial Investment Advisors, LLC 0.46% Add +16.2% 93,021 $5.6M
Pachira Investments Inc. 3.13% Add +39.1% 92,897 $5.6M
Topel & Distasi Wealth Management, LLC 2.74% Reduce -1.8% 92,758 $5.6M
Callan Family Office, LLC 0.18% Add +7.0% 92,750 $5.6M
A&I Financial Services, LLC 2.71% Add +1.1% 91,937 $5.6M
Financial Insights, Inc. 1.84% Add +8.7% 92,615 $5.5M
FC Advisory LLC 1.62% Add +2.4% 92,576 $5.5M
Whitaker-Myers Wealth Managers, LTD. 1.21% New 92,510 $5.5M
Ascent Wealth Partners, LLC 0.64% Reduce -0.1% 92,088 $5.5M
Checchi Capital Advisers, LLC 0.38% Reduce -5.4% 92,000 $5.5M
LOM Asset Management Ltd 1.68% Add +6.9% 91,968 $5.5M
Bleakley Financial Group, LLC 0.13% Add +2.3% 91,788 $5.5M
Astra Wealth Partners LLC 3.82% Add +2.9% 91,568 $5.5M
Life Planning Partners, Inc 4.00% Reduce -1.1% 91,459 $5.5M
Single Point Partners, LLC 1.11% Reduce -0.6% 91,013 $5.5M
Avestar Capital, LLC 0.39% Reduce -6.5% 90,532 $5.4M
International Assets Investment Management, LLC 0.44% No change 94,907 $5.4M
Bakala Capital LLC 29.16% Add +0.5% 90,121 $5.4M
Regency Capital Management Inc.\DE 2.57% New 90,056 $5.4M
Atom Investors LP 0.41% New 89,982 $5.4M
Wesbanco Bank Inc. 0.15% Add +11.4% 89,939 $5.4M
Brucke Financial, Inc. 3.13% Add +36.4% 87,745 $5.4M
Bluestem Financial Advisors, LLC 2.09% Reduce -2.9% 89,156 $5.3M
Bestgate Wealth Advisors, LLC 9.43% Add +1.5% 89,150 $5.3M
Smithfield Trust Co 0.24% Reduce -4.5% 89,076 $5.3M
JT Stratford LLC 0.72% Add +5.5% 88,828 $5.3M
MidAtlantic Capital Management, Inc. 3.62% Add +0.1% 88,602 $5.3M
Calton & Associates, Inc. 0.80% Add +92.3% 88,432 $5.3M
Northwest Wealth Management, LLC 0.87% Add +1.9% 88,370 $5.3M
Northern Financial Advisors Inc 2.78% New 88,256 $5.3M
Wescott Financial Advisory Group, LLC 0.47% Reduce -1.6% 87,889 $5.3M
Verum Partners LLC 1.12% Reduce -0.6% 87,537 $5.2M
Silverlake Wealth Management LLC 1.29% Add +261.9% 87,447 $5.2M
United Advisor Group, LLC 0.70% Reduce -3.1% 87,407 $5.2M
First National Corp. /Ma/ 0.99% Add +0.1% 86,558 $5.2M
Kingswood Wealth Advisors, LLC 0.31% Add +17.6% 86,530 $5.2M
Maia Wealth LLC 0.87% Add +6.2% 84,459 $5.2M
Alley Investment Management Company, LLC 0.60% Reduce -0.8% 86,424 $5.2M
Grey Ledge Advisors, LLC 1.17% Add +5.7% 86,299 $5.2M
River Street Advisors LLC 2.00% Add +10.7% 86,258 $5.2M
Sagace Wealth Management LLC 3.49% Add +0.1% 85,435 $5.1M
Sentinel Trust Co. Lba 0.52% Reduce -1.4% 85,394 $5.1M
Parthenon LLC 0.57% Add +3.8% 85,271 $5.1M
Level Four Advisory Services, LLC 0.17% Add +3.9% 84,880 $5.1M
Steel Grove Capital Advisors, LLC 0.61% No change 88,928 $5.1M
Arq Wealth Advisors, LLC 1.50% Add +0.2% 84,557 $5.1M
AlTi Global, Inc. 0.12% Add +10.1% 84,554 $5.1M
Trevian Wealth Management LLC 2.72% Add +2.1% 84,473 $5.1M
Diversified Trust Co. 0.10% Reduce -53.4% 84,335 $5.1M
GC Wealth Management RIA, LLC 0.17% Add +102.5% 84,241 $5.0M
Angeles Wealth Management, LLC 0.31% Add +13.1% 83,991 $5.0M
ETF Store, Inc. 5.31% Add +3.7% 83,578 $5.0M
Highland Capital Management, LLC 0.25% Add +0.6% 83,044 $5.0M
Condor Capital Management 0.41% Add +0.6% 82,802 $5.0M
James J. Burns & Company, LLC 0.74% Reduce -1.0% 82,528 $4.9M
Balboa Wealth Partners 0.85% Add +30.1% 82,295 $4.9M
Flywheel Private Wealth LLC 3.84% Add +24.1% 82,062 $4.9M
Norris Perne & French LLP 0.34% Add +0.9% 82,055 $4.9M
Gladstone Institutional Advisory LLC 0.18% Reduce -2.1% 79,320 $4.8M
Meridian Wealth Management, LLC 0.18% Add +26.6% 80,300 $4.8M
Employees' Retirement Fund of the City of Fort Worth 2.22% New 79,100 $4.7M
Renasant Bank 3.01% Add +0.1% 79,075 $4.7M
Hughes Financial Services, LLC 0.75% Reduce -2.7% 77,172 $4.7M
SteelPeak Wealth, LLC 0.16% Add +57.2% 78,997 $4.7M
Stonekeep Investments, LLC 3.00% Add +1.3% 78,982 $4.7M
Laraway Financial Advisors Inc 3.21% Add +2.3% 78,568 $4.7M
Laurel Wealth Planning LLC 2.49% Add +4.8% 78,487 $4.7M
Summit Financial Strategies, Inc. 0.40% Reduce -0.1% 78,485 $4.7M
Willis Johnson & Associates, Inc. 0.29% Add +4.8% 78,013 $4.7M
Clear Creek Financial Management, LLC 0.40% Add +27.3% 77,844 $4.7M
Mill Creek Capital Advisors, LLC 0.10% Add +0.0% 77,698 $4.7M
Golden Road Advisors LLC 2.69% Add +6.7% 77,693 $4.7M
Certuity, LLC 0.32% Add +43.5% 76,877 $4.6M
Severin Investments, LLC 4.10% Add +0.4% 76,828 $4.6M
HM Payson & Co. 0.07% Add +6.5% 76,676 $4.6M
Root Financial Partners, LLC 0.28% Add +113.2% 76,534 $4.6M
Private Trust Co. NA 0.40% Reduce -15.8% 76,500 $4.6M
Dynamic Wealth Strategies, LLC 3.03% New 75,798 $4.5M
Advyzon Investment Management, LLC 0.78% Add +81.2% 75,568 $4.5M
Lord & Richards Wealth Management, LLC 4.14% Add +9.7% 75,540 $4.5M
U.S. Capital Wealth Advisors, LLC 0.12% Add +5.0% 75,320 $4.5M
Diversified Enterprises, LLC 0.30% Reduce -0.9% 74,976 $4.5M
Scott Capital Advisors, LLC 1.02% Add +0.8% 73,739 $4.5M
TD Private Client Wealth LLC 0.10% Add +13.8% 74,631 $4.5M
Glassman Wealth Services 0.63% Add +93.5% 74,572 $4.5M
Americana Partners, LLC 0.13% Add +0.2% 74,514 $4.5M
SageView Advisory Group, LLC 0.15% Add +24.4% 74,384 $4.5M
Chilton Investment Co. Inc. 0.09% Add +269.1% 73,586 $4.4M
Marks Group Wealth Management, Inc 0.41% No change 73,323 $4.4M
BOS Asset Management, LLC 1.24% Add +0.0% 73,233 $4.4M
Asset Allocation & Management Company, LLC 1.87% No change 73,189 $4.4M
Swmg, LLC 1.33% Add +16.0% 71,845 $4.4M
West Bancorporation Inc. 2.43% Reduce -2.4% 72,965 $4.4M
OneAscent Financial Services LLC 0.29% Add +12.4% 72,901 $4.4M
Birch Hill Investment Advisors LLC 0.18% Add +24.0% 72,839 $4.4M
C M Bidwell & Associates Ltd. 2.10% Reduce -0.5% 72,835 $4.4M
Federation des caisses Desjardins du Quebec 0.02% Add +4.3% 72,657 $4.4M
LMCG Investments, LLC 0.26% Add +0.0% 72,503 $4.3M
Optas, LLC 0.74% Add +373.3% 72,488 $4.3M
Magnolia Capital Advisors LLC 1.13% Add +4.5% 72,364 $4.3M
State Street Corp. 0.00% Add +301.1% 72,324 $4.3M
Columbus Macro, LLC 0.49% Add +1.9% 72,091 $4.3M
Annis Gardner Whiting Capital Advisors, LLC 0.89% Reduce -0.0% 72,015 $4.3M
Fiducient Advisors LLC 0.50% Reduce -0.1% 71,851 $4.3M
SVB Wealth LLC 0.23% Reduce -3.4% 71,609 $4.3M
Sightline Wealth Advisors, LLC 1.94% Add +5.5% 71,563 $4.3M
Stonebridge Financial Planning Group, LLC 1.60% Add +7.1% 71,192 $4.3M
Rockingstone Advisors LLC 2.10% Reduce -0.2% 70,994 $4.3M
Security Benefit Life Insurance Co. 1.72% No change 70,800 $4.2M
Burling Wealth Partners, LLC 0.70% Add +23.7% 70,408 $4.2M
Elevation Point Wealth Partners, LLC 0.29% Add +8307.2% 70,368 $4.2M
Red Tortoise LLC 1.85% Add +0.3% 70,266 $4.2M
Traction Financial Partners, LLC 2.60% Add +0.5% 70,196 $4.2M
Innealta Capital, LLC 2.10% Reduce -5.9% 70,095 $4.2M
Stock Yards Bank & Trust Co. 0.13% Add +6.5% 70,001 $4.2M
Nomura Asset Management Co. Ltd. 0.01% Add +18.7% 69,960 $4.2M
Texas Capital Bancshares Inc 1.64% Reduce -16.3% 69,654 $4.2M
Silver Coast Investments LLC 1.43% Reduce -4.1% 69,405 $4.2M
Parkside Financial Bank & Trust 0.32% Reduce -0.5% 69,112 $4.1M
Conservest Capital Advisors, Inc. 0.38% Add +0.4% 69,079 $4.1M
Barry Investment Advisors, LLC 0.95% Reduce -0.5% 69,061 $4.1M
Rock Creek Group LLC 0.43% No change 68,928 $4.1M
Nabity-Jensen Investment Management Inc 2.86% Reduce -0.6% 68,788 $4.1M
BridgePort Financial Solutions, LLC 1.10% Add +1.9% 68,401 $4.1M
Northstar Financial Companies, Inc. 3.79% Reduce -0.3% 68,392 $4.1M
Aegis Wealth Management LLC 2.19% Reduce -31.3% 68,364 $4.1M
Archer Investment Corp 0.93% Add +6.7% 68,320 $4.1M
VERITY Wealth Advisors 2.57% No change 67,932 $4.1M
Prospera Financial Services Inc 0.07% Reduce -12.8% 67,532 $4.0M
Baker Avenue Asset Management, LP 0.10% Add +2.1% 67,164 $4.0M
Squire Investment Management Company, LLC 1.31% Add +8.2% 66,972 $4.0M
Motley Fool Wealth Management, LLC 0.27% Reduce -3.7% 66,843 $4.0M
Monument Capital Management 1.00% Reduce -4.9% 66,820 $4.0M
Opinicus Capital, Inc. 2.77% Reduce -3.4% 66,635 $4.0M
Gold Investment Management Ltd. 1.34% No change 66,513 $4.0M
Van Cleef Asset Management,Inc 0.40% Reduce -0.2% 66,414 $4.0M
Shepherd Financial Partners LLC 0.38% Add +0.4% 66,216 $4.0M
Atlantic Edge Private Wealth Management, LLC 1.02% Reduce -0.1% 66,120 $4.0M
FFT Wealth Management LLC 0.72% Add +0.2% 65,720 $3.9M
Allodium Investment Consultants, LLC 2.22% Reduce -0.8% 65,583 $3.9M
Camelot Technology Advisors, Inc. 3.15% Add +0.4% 65,535 $3.9M
Sincerus Advisory, LLC 3.33% Add +0.8% 64,973 $3.9M
Sax Wealth Advisors, LLC 0.21% Reduce -1.7% 64,675 $3.9M
Evergreen Capital Management LLC 0.09% Reduce -17.6% 64,485 $3.9M
Nestegg Advisors, Inc. 3.42% Reduce -1.0% 64,360 $3.9M
Proathlete Wealth Management LLC 1.10% Add +15.8% 63,894 $3.8M
First National Trust Co 0.13% Add +1.9% 63,361 $3.8M
Miller Investment Management, LP 0.38% Add +299.8% 63,339 $3.8M
Highline Wealth Partners LLC 1.02% Add +0.5% 63,102 $3.8M
Deutsche Bank AG 0.00% Reduce -28.1% 63,051 $3.8M
CJM Wealth Advisers, Ltd. 1.16% Add +8.1% 63,049 $3.8M
Berger Financial Group, Inc 0.23% Reduce -18.9% 62,780 $3.8M
CogentBlue Wealth Advisors, LLC 2.56% Reduce -7.6% 62,666 $3.8M
Armbruster Capital Management, Inc. 0.64% Add +0.3% 62,626 $3.8M
Visionary Wealth Advisors 0.17% Reduce -26.8% 62,296 $3.7M
Forum Financial Management, LP 0.05% Reduce -7.3% 62,095 $3.7M
Barrett & Company, Inc. 1.27% Reduce -0.2% 62,032 $3.7M
Greystone Financial Group, LLC 0.57% Reduce -2.5% 61,836 $3.7M
Thoroughbred Financial Services, LLC 0.23% Add +5.6% 61,816 $3.7M
RTD Financial Advisors, Inc. 0.44% Add +14.5% 61,615 $3.7M
Weinberger Asset Management, Inc 1.34% Reduce -7.5% 61,605 $3.7M
Collective Family Office LLC 0.88% Add +1.0% 60,905 $3.6M
Debussy Capital Management LP 0.51% Reduce -2.1% 60,753 $3.6M
DMKC Advisory Services, LLC 1.84% Add +13.5% 60,606 $3.6M
Quartz Partners, LLC 1.31% Reduce -1.9% 60,221 $3.6M
Hilltop Holdings Inc. 0.19% Add +6.6% 59,896 $3.6M
Gray Private Wealth, LLC 1.80% Reduce -0.5% 59,502 $3.6M
Washington Trust Advisors, Inc. 0.27% Reduce -0.0% 59,488 $3.6M
Essex Bank 0.79% Add +3.7% 58,835 $3.5M
TPG Financial Advisors, LLC 1.31% Reduce -2.3% 58,728 $3.5M
Lodestone Wealth Management LLC 1.58% Add +2.6% 58,582 $3.5M
Charter Oak Capital Management, LLC 0.28% Add +7.6% 58,561 $3.5M
Alpine Bank Wealth Management 0.49% No change 58,519 $3.5M
Washington Trust Bank 0.26% Reduce -3.1% 58,457 $3.5M
Cushing Capital Partners, LLC 2.74% Reduce -3.0% 58,433 $3.5M
Morling Financial Advisors, LLC 1.16% Reduce -0.5% 58,236 $3.5M
Waters Parkerson & Co., LLC 0.17% Add +0.3% 58,086 $3.5M
Greykasell Wealth Strategies, Inc. 1.46% Add +0.0% 58,055 $3.5M
Mullaney, Keating & Wright, Inc. 1.92% Add +4.2% 57,747 $3.5M
Ariel Investments 0.04% Reduce -76.6% 57,510 $3.4M
Rockland Trust Co. 0.14% New 57,400 $3.4M
Mission Creek Capital Partners, Inc. 0.68% Add +144.3% 57,213 $3.4M
Evanson Asset Management, LLC 0.19% Add +2.9% 57,182 $3.4M
NorthLanding Financial Partners, LLC 2.85% Add +0.0% 56,999 $3.4M
Hancock Whitney Corp. 0.06% Reduce -1.9% 56,778 $3.4M
Firestone Capital Management 0.73% Add +9.0% 56,561 $3.4M
World Equity Group, Inc. 0.77% Reduce -2.4% 56,518 $3.4M
ETF Portfolio Partners, Inc. 0.90% Reduce -0.6% 56,480 $3.4M
Cove Private Wealth, LLC 1.09% No change 56,475 $3.4M
Peoples Bank 2.07% Reduce -8.6% 56,289 $3.4M
Patton Fund Management, Inc. 0.61% Add +35.1% 56,219 $3.4M
PFG Advisors 0.14% New 56,153 $3.4M
Two Sigma Securities, LLC 0.50% Reduce -32.5% 56,059 $3.4M
Family Wealth Partners, LLC 1.26% Add +1.4% 55,895 $3.3M
General Partner, Inc. 1.83% No change 55,579 $3.3M
Legacy Financial Advisors, Inc. 0.46% Reduce -0.6% 55,496 $3.3M
RKL Wealth Management LLC 0.28% Add +0.3% 55,389 $3.3M
RiverFront Investment Group, LLC 0.06% Reduce -1.4% 55,385 $3.3M
Addison Capital Co 0.98% Add +28.6% 55,159 $3.3M
JDM Financial Group LLC 1.38% Reduce -2.8% 54,882 $3.3M
Wingate Wealth Advisors, Inc. 2.27% Add +3.3% 54,739 $3.3M
DAVENPORT & Co LLC 0.02% Add +6.6% 54,691 $3.3M
Clarion Wealth Managment Partners, LLC 3.20% Reduce -6.2% 54,045 $3.2M
Birch Financial Group, LLC 1.90% Add +2.8% 53,967 $3.2M
Beacon Financial Group 0.32% Add +0.2% 53,895 $3.2M
LPWM LLC 0.86% Add +3.0% 53,877 $3.2M
BTC Capital Management, Inc. 0.22% No change 53,551 $3.2M
FSA Advisors, Inc. 2.53% Add +199.3% 53,231 $3.2M
Moors & Cabot, Inc. 0.14% Add +1.7% 53,131 $3.2M
Guardian Asset Advisors, LLC 1.70% Add +346.5% 52,776 $3.2M
Midwestern Financial, LLC 2.71% Reduce -10.6% 52,742 $3.2M
N.E.W. Advisory Services LLC 0.28% Add +5.8% 52,672 $3.2M
Manchester Capital Management LLC 0.43% Reduce -48.1% 52,644 $3.2M
PFC Capital Group, Inc. 1.33% Add +27.5% 52,651 $3.2M
Western Wealth Management, LLC 0.17% Add +1.4% 52,559 $3.1M
Kovack Advisors, Inc. 0.30% Add +4.4% 52,485 $3.1M
Elevation Wealth Partners, LLC 1.13% Reduce -6.3% 52,463 $3.1M
Elm Partners Management LLC 0.16% Add +161.7% 52,366 $3.1M
Montecito Bank & Trust 0.48% — 51,935 $3.1M
Hutchens & Kramer Investment Management Group, LLC 1.23% Reduce -3.3% 51,898 $3.1M
Cornerstone Wealth Management, LLC 0.17% Add +2.6% 51,826 $3.1M
Uptown Financial Advisors LLC 2.72% Add +0.1% 51,722 $3.1M
BancFirst Trust & Investment Management 1.18% Reduce -0.0% 51,823 $3.1M
Unique Wealth, LLC 0.45% Reduce -0.5% 51,406 $3.1M
Boston Family Office LLC 0.20% Add +3.0% 51,135 $3.1M
Baron Wealth Management LLC 1.01% Add +0.4% 51,118 $3.1M
Archvest Wealth Advisors, Inc. 2.73% Reduce -12.8% 51,108 $3.1M
Prospera Capital Management, LLC 1.48% Add +0.4% 50,917 $3.1M
Wealthspan Partners, LLC 1.17% Add +7.0% 50,793 $3.0M
Shufro Rose & Co. LLC 0.25% Reduce -0.8% 59,805 $3.0M
Leo Wealth, LLC 0.39% Reduce -52.1% 50,712 $3.0M
Maltin Wealth Management, Inc. 1.26% Add +0.4% 50,586 $3.0M
Brown Brothers Harriman & Co. 0.02% Add +0.8% 49,912 $3.0M
FineMark National Bank & Trust 0.10% Add +20.3% 49,664 $3.0M
Nova R Wealth, Inc. 1.25% Add +0.9% 49,344 $3.0M
FSM Wealth Advisors, LLC 0.42% Reduce -0.4% 49,320 $3.0M
Soltis Investment Advisors LLC 0.20% Reduce -0.0% 49,320 $3.0M
Verdence Capital Advisors LLC 0.17% New 47,896 $3.0M
Southland Equity Partners LLC 0.60% Add +0.7% 49,270 $3.0M
May Hill Capital, LLC 0.86% Reduce -0.3% 49,228 $2.9M
VestGen Investment Management 1.77% Add +19.8% 49,220 $2.9M
Bartlett & Co. Wealth Management LLC 0.04% Reduce -1.1% 49,094 $2.9M
Castle Wealth Management LLC 0.99% Reduce -0.3% 48,959 $2.9M
a16z Perennial Management, L.P. 0.23% New 48,840 $2.9M
Whipplewood Advisors, LLC 1.92% Reduce -38.2% 48,834 $2.9M
Trek Financial, LLC 0.17% Add +3.0% 48,669 $2.9M
Covestor Ltd 1.60% Add +7.7% 48,383 $2.9M
Texas Yale Capital Corp. 0.09% Add +13.6% 48,377 $2.9M
Riverview Trust Co 3.52% No change 48,354 $2.9M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.46% Reduce -4.5% 48,198 $2.9M
LGL Partners, LLC 1.23% Add +0.5% 48,023 $2.9M
Sowell Financial Services LLC 0.11% Add +2.8% 48,018 $2.9M
Global Endowment Management, LP 0.36% No change 48,000 $2.9M
Pine Harbor Wealth Management, LLC 0.92% Add +1.8% 47,817 $2.9M
Kirtland Hills Capital Management, LLC 1.13% Add +72.0% 47,817 $2.9M
HMV Wealth Advisors, LLC 1.55% Reduce -2.5% 46,980 $2.8M
Thrive Wealth Management, LLC 0.42% Add +4.8% 46,709 $2.8M
Legacy Edge Advisors, LLC 0.33% Reduce -5.7% 46,555 $2.8M
Avantax Planning Partners, Inc. 0.08% Reduce -7.5% 46,402 $2.8M
Compass Ion Advisors, LLC 0.27% Add +6.3% 46,374 $2.8M
Watershed Private Wealth LLC 0.88% Reduce -5.7% 46,359 $2.8M
Guidance Capital, Inc. 0.72% Add +34.1% 45,184 $2.8M
Diversified Portfolios, Inc. 0.24% Add +2.4% 46,077 $2.8M
Absolute Capital Management, LLC 1.18% Add +21.7% 46,073 $2.8M
C2C Wealth Management, LLC 2.37% No change 46,067 $2.8M
Klingenstein Fields & Co. LP 0.10% Add +535.5% 45,948 $2.8M
Archford Capital Strategies, LLC 0.33% Reduce -0.3% 45,827 $2.7M
Note Advisors, LLC 1.63% Add +0.4% 45,701 $2.7M
Perennial Advisors, LLC 0.47% Add +7.5% 45,589 $2.7M
E&G Advisors, LLC 0.64% Add +1.2% 45,575 $2.7M
Magnus Financial Group LLC 0.22% Add +9.6% 45,532 $2.7M
Old North State Trust, LLC 1.66% Add +1.4% 45,519 $2.7M
Arbor Wealth Advisors LLC 2.03% Add +22.3% 45,301 $2.7M
Carr Financial Group Corp 0.74% Add +7.4% 45,222 $2.7M
Richardson Financial Services Inc. 1.67% Reduce -0.5% 44,936 $2.7M
Venture Visionary Partners LLC 0.09% Reduce -4.2% 44,926 $2.7M
Acorn Wealth Advisors, LLC 0.84% Reduce -0.3% 44,908 $2.7M
Falcon Wealth Planning 0.24% Reduce -7.6% 44,877 $2.7M
Private Wealth Asset Management, LLC 0.32% Add +2.9% 44,809 $2.7M
Greenleaf Trust 0.02% Reduce -0.5% 44,743 $2.7M
Barclays PLC 0.00% Reduce -5.4% 44,736 $2.7M
Maryland Capital Advisors Inc. 0.96% Reduce -1.7% 44,582 $2.7M
SOL Capital Management CO 0.24% Reduce -15.3% 44,455 $2.7M
Holos Integrated Wealth LLC 1.56% Add +1.9% 44,871 $2.7M
Tandem Financial, LLC 0.99% New 44,312 $2.7M
City Holding Co. 0.33% Add +18.3% 44,298 $2.7M
Strategic Financial Planning, Inc. 1.54% Reduce -1.1% 44,239 $2.7M
Oxford Financial Group, LTD. LLC 0.15% Add +2.4% 44,062 $2.6M
Quadrant Capital Group LLC 0.09% Reduce -1.6% 43,893 $2.6M
Essential Planning, LLC. 0.91% Add +53.7% 43,878 $2.6M
AMG National Trust Bank 0.06% Add +0.0% 43,733 $2.6M
Patriot Financial Group Insurance Agency, LLC 0.33% Reduce -30.0% 43,587 $2.6M
Canal Capital Management, LLC 0.39% Add +0.6% 43,332 $2.6M
Upper Left Wealth Management, LLC 1.63% Add +0.4% 43,250 $2.6M
Creegan & Nassoura Financial Group, LLC 1.67% Reduce -7.7% 43,068 $2.6M
Mendel Capital Management LLC 1.35% Add +12.6% 43,011 $2.6M
Centaurus Financial, Inc. 0.12% Add +97.7% 42,706 $2.6M
One Wealth Advisors, LLC 0.32% Add +2.6% 42,658 $2.6M
Walker Financial Services, Inc. 0.99% New 42,634 $2.6M
StoneX Group Inc. 0.11% Reduce -9.5% 42,330 $2.5M
Retirement Investment Advisors, Inc. 0.21% Add +0.1% 42,213 $2.5M
SeaCrest Wealth Management, LLC 0.27% Reduce -16.3% 41,545 $2.5M
Global Wealth Management Investment Advisory, Inc. 0.42% Reduce -2.5% 42,146 $2.5M
Capital International Investors 0.00% Reduce -80.1% 42,208 $2.5M
Appleton Partners Inc. 0.17% Add +6.4% 41,667 $2.5M
Private Wealth Management Group, LLC 0.69% Reduce -4.4% 41,596 $2.5M
Independent Financial Group, LLC 0.06% Reduce -47.1% 41,595 $2.5M
Asset Dedication, LLC 0.17% Reduce -11.2% 41,593 $2.5M
Capital Group Private Client Services, Inc. 0.04% Reduce -0.4% 41,530 $2.5M
Oarsman Capital, Inc. 0.35% Reduce -0.3% 41,454 $2.5M
Colonial Trust Co / SC 0.33% Add +84.8% 41,435 $2.5M
Simplicity Wealth,LLC 0.14% Add +130.1% 41,402 $2.5M
Ironwood Investment Counsel, LLC 0.36% Reduce -18.6% 41,266 $2.5M
Aquire Wealth Advisors, LLC 0.61% Reduce -0.5% 41,144 $2.5M
Bangor Savings Bank 0.21% Reduce -1.4% 41,085 $2.5M
Joel Isaacson & Co., LLC 0.09% Add +14.1% 40,864 $2.4M
M3 Advisory Group, LLC 1.52% Reduce -3.2% 40,708 $2.4M
Riverchase Wealth Management, LLC 1.38% Add +0.0% 40,613 $2.4M
Cordgrass Capital Advisors, LLC 0.60% Add +10.0% 40,512 $2.4M
Orcam Financial Group 1.95% Add +0.1% 40,348 $2.4M
Great Lakes Advisors, LLC 0.02% Reduce -7.6% 40,005 $2.4M
Comprehensive Money Management Services LLC 1.70% Add +1.1% 40,002 $2.4M
Roehl & Yi Investment Advisors, LLC 1.04% Add +3.9% 97,692 $2.4M
Neuberger Berman Group LLC 0.00% Add +58.8% 39,906 $2.4M
Allen Capital Group, LLC 0.23% Add +2.9% 39,828 $2.4M
Strategic Financial Concepts, LLC 0.35% Reduce -34.3% 39,918 $2.4M
First National Advisers, LLC 0.32% Reduce -4.1% 39,732 $2.4M
LongView Wealth Management 0.64% Reduce -0.3% 39,653 $2.4M
Nottingham Advisors, Inc. 0.33% Reduce -1.6% 39,345 $2.4M
First Trust Advisors LP 0.00% Add +5.1% 39,264 $2.4M
Cyndeo Wealth Partners, LLC 0.13% Reduce -0.3% 39,144 $2.3M
Fulton Bank, N.A. 0.08% Reduce -6.4% 39,048 $2.3M
Kennebec Savings Bank 2.13% Reduce -0.6% 38,914 $2.3M
Clientfirst Wealth Management, LLC 1.87% No change 38,912 $2.3M
DGS Capital Management, LLC 0.42% Reduce -2.0% 38,868 $2.3M
Family CFO Inc 1.07% Add +1.2% 38,810 $2.3M
Aureus Asset Management, LLC 0.15% Add +0.2% 38,555 $2.3M
Flagship Harbor Advisors, LLC 0.10% Reduce -0.1% 38,490 $2.3M
Evermay Wealth Management LLC 0.26% Reduce -10.3% 38,319 $2.3M
IFC Advisors LLC 0.42% No change 38,200 $2.3M
Blue Trust, Inc. 0.03% Add +105.6% 38,068 $2.3M
Trust Co. of Toledo NA 0.23% Add +2.7% 38,058 $2.3M
Parsonex Advisory Services, Inc. 1.55% Add +0.7% 37,972 $2.3M
Austin Wealth Management, LLC 0.36% Add +258.2% 37,373 $2.3M
GeoWealth Management, LLC 0.08% Add +149.8% 37,758 $2.3M
Luminvest Wealth Management LLC 0.74% Add +2.7% 37,744 $2.3M
GS Investments, Inc. 1.11% No change 37,570 $2.3M
Delta Financial Advisors LLC 0.63% Add +3.4% 37,484 $2.2M
MAS Advisors LLC 3.53% No change 37,248 $2.2M
Journey Strategic Wealth LLC 0.06% Reduce -41.1% 37,108 $2.2M
Burke & Herbert Bank & Trust Co. 0.48% Reduce -0.3% 36,912 $2.2M
Viewpoint Investment Partners Corp. 1.21% No change 38,773 $2.2M
Cranbrook Wealth Management, LLC 0.44% Reduce -0.6% 36,837 $2.2M
Millennium Management 0.00% New 36,820 $2.2M
Running Point Capital Advisors, LLC 0.59% Reduce -1.0% 36,795 $2.2M
L & S Advisors Inc 0.23% Add +0.7% 36,387 $2.2M
Blue Bell Private Wealth Management, LLC 0.33% Add +13.3% 36,351 $2.2M
Verus Capital Partners, LLC 0.17% Reduce -0.7% 36,250 $2.2M
WASHINGTON TRUST Co 0.07% Reduce -0.1% 36,174 $2.2M
Aua Capital Management, LLC 1.21% Add +0.0% 36,062 $2.2M
Bell Bank 0.09% Reduce -6.7% 36,005 $2.2M
Innova Wealth Partners 1.16% Reduce -14.3% 35,915 $2.2M
William Howard & Co Financial Advisors Inc 1.82% Reduce -2.5% 35,646 $2.1M
Sageworth Trust Co of South Dakota 2.01% Add +32.9% 35,628 $2.1M
Gryphon Financial Partners LLC 0.24% Add +1.8% 35,627 $2.1M
DB Fitzpatrick & Co, Inc 1.93% Add +4.7% 35,570 $2.1M
Clifford Swan Investment Counsel LLC 0.07% Add +3.0% 35,426 $2.1M
Larson Financial Group LLC 0.07% Add +30.0% 35,220 $2.1M
High Note Wealth, LLC 0.42% Add +1241.0% 35,173 $2.1M
Everstar Asset Management, LLC 1.19% Reduce -2.4% 35,077 $2.1M
Cynosure Group, LLC 0.23% Add +3.8% 35,044 $2.1M
Security National Bank of Sioux City Iowa 1.36% Reduce -0.2% 34,986 $2.1M
PCA Investment Advisory Services Inc. 0.78% Add +7.0% 34,986 $2.1M
Charis Legacy Partners, LLC 3.12% Add +0.4% 34,947 $2.1M
Sage Capital Advisors,llc 0.50% Add +3.6% 34,853 $2.1M
BBR Partners, LLC 0.12% Add +1.0% 34,851 $2.1M
Hardy Reed LLC 0.15% Add +8.0% 34,835 $2.1M
M Holdings Securities, Inc. 0.44% New 34,723 $2.1M
Afg Fiduciary Services Limited Partnership 1.20% Add +1.7% 34,318 $2.1M
Baron Silver Stevens Financial Advisors, LLC 0.30% Add +1.0% 34,409 $2.1M
Belpointe Asset Management LLC 0.08% Add +10.3% 34,367 $2.1M
Maridea Wealth Management LLC 0.32% Add +57.4% 33,325 $2.0M
WBH Advisory Inc. 0.16% Add +0.1% 33,943 $2.0M
Legacy Bridge, LLC 0.84% Add +0.3% 33,811 $2.0M
Lynx Investment Advisory 1.21% Add +0.0% 33,712 $2.0M
Bigelow Investment Advisors, LLC 0.81% Reduce -2.6% 33,607 $2.0M
North Star Asset Management Inc. 0.08% Add +16.1% 33,303 $2.0M
IFG Advisory, LLC 0.09% Add +0.4% 33,121 $2.0M
RCS Financial Planning, LLC 0.88% Add +1.0% 33,036 $2.0M
Davidson Trust Co. 0.82% Add +0.8% 32,951 $2.0M
Bahl & Gaynor LLC 0.01% Reduce -10.5% 32,915 $2.0M
Liberty Wealth Management LLC 0.28% Add +0.3% 32,781 $2.0M
Stevens Capital Partners 0.59% Add +4.3% 32,731 $2.0M
Institute for Wealth Management, LLC. 0.20% Reduce -1.9% 32,725 $2.0M
Global Financial Private Client, LLC 0.70% Add +4.3% 32,696 $2.0M
Eagle Bluffs Wealth Management LLC 0.84% Add +0.5% 32,523 $1.9M
Sharp Wealth Advisory, LLC 1.06% Add +8.9% 32,451 $1.9M
Certior Financial Group, LLC 1.32% Add +5.4% 32,368 $1.9M
Spinnaker Trust 0.11% Add +91.6% 32,353 $1.9M
Heritage Investment Group, Inc. 0.31% Add +1.8% 32,091 $1.9M
Moneco Advisors, LLC 0.16% Add +3.7% 32,062 $1.9M
Insight 2811, Inc. 0.86% Add +5.5% 32,060 $1.9M
Nikulski Financial, Inc. 0.48% Add +3.4% 32,016 $1.9M
Compass Capital Corp. /Ma/ 0.84% No change 31,031 $1.9M
Milestone Asset Management Group, LLC 1.20% Add +0.0% 31,859 $1.9M
Capital City Trust Co. 0.47% Add +0.2% 31,857 $1.9M
Fermata Advisors, LLC 0.48% Add +4.0% 31,824 $1.9M
Entrewealth, LLC 0.98% Add +689.0% 31,733 $1.9M
Hansen & Associates Financial Group, Inc. 0.79% New 30,711 $1.9M
Landmark Wealth Management, LLC 0.75% Reduce -0.8% 31,482 $1.9M
HCR Wealth Advisors 0.20% Add +3.6% 31,147 $1.9M
Dakota Wealth Management 0.04% Add +0.9% 31,387 $1.9M
Jefferies Financial Group Inc. 0.02% No change 31,380 $1.9M
Obsidian Personal Planning Solutions LLC 0.65% Reduce -0.5% 30,750 $1.9M
Atlas Legacy Advisors, LLC 0.36% Reduce -2.1% 31,121 $1.9M
One Capital Management, LLC 0.06% Add +1.2% 31,099 $1.9M
Daymark Wealth Partners, LLC 0.06% Reduce -3.6% 31,076 $1.9M
GreatBanc Trust CO 1.27% — 31,035 $1.9M
Aries Wealth Management 0.44% No change 31,000 $1.9M
Five Oceans Advisors 0.68% Reduce -10.0% 30,941 $1.9M
Lutz Financial Services LLC 0.13% Reduce -2.6% 30,798 $1.8M
Guardian Partners Inc. 0.16% No change 30,557 $1.8M
Edge Financial Advisors LLC 0.83% Add +193.6% 30,752 $1.8M
Peoples Financial Services Corp. 0.83% Add +15255.0% 30,710 $1.8M
Wealthcare Capital Partners, LLC 0.84% Add +15.1% 30,512 $1.8M
Everhart Financial Group, Inc. 0.18% Reduce -1.8% 30,387 $1.8M
Inscription Capital, LLC 0.19% Add +41.8% 30,127 $1.8M
Crewe Advisors LLC 0.17% No change 30,036 $1.8M
Sterling Financial Planning, Inc. 0.57% Reduce -3.9% 30,022 $1.8M
Sunburst Financial Group, LLC 0.38% Reduce -2.2% 29,906 $1.8M
Balanced Rock Investment Advisors LLC 1.31% Add +6.2% 29,888 $1.8M
Hurley Capital, LLC 1.01% Add +0.4% 29,855 $1.8M
First National Bank Sioux Falls 0.55% No change 29,440 $1.8M
Redwood Wealth Management Group, LLC 0.75% Reduce -0.3% 29,430 $1.8M
Ameritas Advisory Services, LLC 0.12% Reduce -54.8% 29,366 $1.8M
GAMMA Investing LLC 0.10% Add +0.5% 29,363 $1.8M
Breakwater Capital Group 0.26% Add +0.4% 29,339 $1.8M
Rothschild Capital Partners, LLC 0.41% Add +3.3% 29,313 $1.8M
Hobart Private Capital, LLC 0.36% Reduce -75.7% 29,102 $1.7M
Affinity Capital Advisors, LLC 0.27% Add +0.1% 28,822 $1.7M
Lazard Asset Management LLC 0.00% Reduce -56.6% 29,039 $1.7M
Tennessee Valley Asset Management Partners 0.24% Add +22.3% 29,000 $1.7M
Total Clarity Wealth Management, Inc. 0.46% Reduce -1.8% 28,909 $1.7M
Consilio Wealth Advisors, LLC 0.57% New 28,780 $1.7M
Capital Investment Advisors, LLC 0.03% Add +21.5% 28,778 $1.7M
HUB Investment Partners, LLC 0.06% Reduce -10.8% 28,692 $1.7M
Dearborn Partners LLC 0.08% Add +6.3% 28,560 $1.7M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -2.9% 28,476 $1.7M
Tolleson Wealth Management, Inc. 0.26% No change 28,361 $1.7M
Pure Portfolios Holdings LLC 0.53% Reduce -10.8% 28,316 $1.7M
Advus Financial Partners, LLC 0.41% Add +0.0% 28,313 $1.7M
Fortis Capital Advisors, LLC 0.27% Add +10.5% 28,308 $1.7M
Platform Technology Partners 0.41% Add +9.8% 28,292 $1.7M
Moloney Securities Asset Management, LLC 0.20% Add +15.2% 28,275 $1.7M
Motco 0.15% Reduce -1.7% 28,243 $1.7M
Bragg Financial Advisors, Inc 0.06% Reduce -0.1% 27,954 $1.7M
Petra Financial Advisors Inc. 0.97% Reduce -0.8% 27,929 $1.7M
ERn Financial, LLC 0.33% Reduce -0.5% 27,870 $1.7M
Opes Wealth Management LLC 0.29% Reduce -65.2% 27,747 $1.7M
Kiley Juergens Wealth Management, LLC 0.37% Add +8.4% 27,715 $1.7M
Carl P. Sherr & Co., LLC 0.78% Add +6.2% 27,635 $1.7M
Novem Group 0.20% Add +12.0% 27,589 $1.7M
Hall Laurie J Trustee 0.54% No change 27,589 $1.7M
Zacks Investment Management 0.01% Add +9.1% 27,575 $1.7M
Wealthedge Investment Advisors, LLC 0.62% Add +1.1% 27,323 $1.6M
Edgestream Partners, L.P. 0.05% New 27,210 $1.6M
Insigneo Advisory Services, LLC 0.11% Add +73.8% 27,135 $1.6M
Midland Wealth Advisors, LLC 0.09% Add +1.1% 27,039 $1.6M
Spire Wealth Management 0.06% Add +3.3% 27,031 $1.6M
Gridiron Partners, LLC 0.92% Add +16333.2% 4,432,845 $1.6M
Citadel Advisors 0.00% Reduce -13.8% 26,818 $1.6M
Voya Financial Advisors, Inc. 0.15% Add +10.2% 26,873 $1.6M
Vista Investment Management 0.56% Add +3.0% 26,747 $1.6M
Baker Boyer National Bank 0.53% Reduce -1.9% 26,735 $1.6M
Chico Wealth RIA 1.09% Reduce -0.6% 26,657 $1.6M
Naviter Wealth, LLC 0.18% Add +5.4% 26,520 $1.6M
Parr McKnight Wealth Management Group, LLC 0.21% Add +11.2% 26,461 $1.6M
PBMares Wealth Management LLC 0.26% Reduce -1.9% 26,443 $1.6M
Cobblestone Capital Advisors LLC 0.08% No change 26,383 $1.6M
Milestone Investment Advisors LLC 0.39% Add +10.8% 26,351 $1.6M
Lion Street Advisors, LLC 0.55% Add +20.9% 30,292 $1.6M
Minot DeBlois Advisors LLC 1.43% Reduce -7.6% 26,344 $1.6M
Endeavor Private Wealth, Inc. 0.49% Add +309.1% 26,304 $1.6M
Inspirion Wealth Advisors, LLC 0.22% Reduce -25.7% 29,837 $1.6M
Colony Family Offices, LLC 0.41% Reduce -0.5% 26,174 $1.6M
White Lighthouse Investment Management Inc. 0.24% Add +1.0% 26,157 $1.6M
Idaho Trust Co 0.53% Add +33.0% 26,148 $1.6M
Beacon Bridge Wealth Partners, LLC 0.56% Reduce -0.7% 26,136 $1.6M
Sachetta, LLC 0.58% Reduce -0.7% 26,098 $1.6M
Harmony Asset Management LLC 0.54% Add +19.5% 26,096 $1.6M
Retirement Systems of Alabama 0.01% Add +0.3% 25,813 $1.5M
CX Institutional 0.05% Add +8.5% 25,694 $1.5M
Destination Wealth Management 0.04% Add +24.4% 25,643 $1.5M
Victory Financial Group, LLC 0.21% Add +2.4% 25,580 $1.5M
Strategies Wealth Advisors, LLC 0.16% Reduce -16.9% 25,541 $1.5M
Flagstar Securities, Inc. 0.47% Reduce -7.9% 25,513 $1.5M
Continuum Advisory, LLC 0.16% Reduce -5.3% 25,488 $1.5M
Migdal Insurance & Financial Holdings Ltd. 0.02% New 25,303 $1.5M
Douglass Winthrop Advisors, LLC 0.03% Reduce -72.6% 25,285 $1.5M
Thompson Siegel & Walmsley LLC 0.02% No change 25,260 $1.5M
IMA Advisory Services, Inc. 0.15% Add +0.5% 25,168 $1.5M
Mma Asset Management LLC 0.50% Reduce -3.6% 25,114 $1.5M
Cohen Investment Advisors LLC 0.73% Add +3.0% 25,102 $1.5M
McCarter Private Wealth Services LLC 0.77% Reduce -0.9% 25,087 $1.5M
Crestwood Advisors Group, LLC 0.03% Reduce -5.9% 25,047 $1.5M
Johnson Financial Group, Inc. 0.06% Reduce -6.0% 25,007 $1.5M
CFO4Life Group, LLC 0.22% Add +25.9% 24,978 $1.5M
Wells Trecaso Financial Group, LLC 0.71% Reduce -22.1% 24,834 $1.5M
Meridian Investment Counsel Inc. 0.37% Add +2.5% 24,803 $1.5M
Sapient Capital LLC 0.02% Add +1.7% 24,835 $1.5M
Brand Asset Management Group, Inc. 0.42% Add +80.8% 24,673 $1.5M
Cullen/Frost Bankers, Inc. 0.02% Add +13.0% 24,611 $1.5M
Ramsay, Stattman, Vela & Price, Inc. 0.26% Add +0.7% 24,548 $1.5M
Baxter Bros Inc. 0.17% New 24,518 $1.5M
Midwest Capital Advisors, LLC 0.71% Add +0.6% 24,493 $1.5M
Flower City Capital 0.79% No change 24,417 $1.5M
Smith Chas P & Associates Pa Cpas 0.13% Add +2.4% 24,399 $1.5M
MIdWestOne Financial Group, Inc. 0.18% No change 24,391 $1.5M
Scotia Capital Inc. 0.01% Reduce -2.8% 24,387 $1.5M
Founders Financial Alliance, LLC 0.27% Reduce -0.9% 24,147 $1.4M
L.K. Benson & Company, P.C. 0.78% Add +21.5% 24,092 $1.4M
South Plains Financial, Inc. 0.90% Reduce -0.9% 24,064 $1.4M
Advisory Research Inc. 0.19% Add +0.4% 24,026 $1.4M
First American Bank 0.09% Add +0.8% 23,980 $1.4M
Leonard Rickey Investment Advisors P.L.L.C. 0.27% Reduce -5.0% 23,855 $1.4M
Optimist Retirement Group LLC 0.65% Add +0.2% 23,826 $1.4M
Fidelity D & D Bancorp Inc. 0.79% No change 23,805 $1.4M
Prosperity Planning, Inc. 0.54% Reduce -2.0% 23,741 $1.4M
Axis Wealth Partners, LLC 0.83% Add +7.8% 23,727 $1.4M
Kavar Capital Partners Group, LLC 0.19% Reduce -7.4% 23,663 $1.4M
Financial Strategies Group, Inc. 0.27% No change 23,106 $1.4M
Wealth Advisory Solutions, LLC 0.34% Add +5.2% 23,558 $1.4M
Williams Jones Wealth Management, LLC. 0.02% Reduce -4.7% 23,474 $1.4M
Venturi Wealth Management, LLC 0.07% Add +47.2% 23,421 $1.4M
Murphy, Middleton, Hinkle & Parker, Inc. 0.69% Reduce -0.5% 23,384 $1.4M
Catalyst Financial Partners LLC 0.17% Add +1.3% 23,303 $1.4M
KCM Investment Advisors LLC 0.05% Reduce -57.4% 23,280 $1.4M
Chapin Davis, Inc. 0.34% Reduce -1.6% 23,250 $1.4M
Arcadia Investment Advisors LLC 0.68% Reduce -2.5% 23,239 $1.4M
Clear Harbor Asset Management, LLC 0.10% Reduce -5.5% 23,164 $1.4M
Mountain Capital Investment Advisors Inc. 0.24% Reduce -98.4% 22,991 $1.4M
Peck Wealth Management, LLC 1.33% — 23,157 $1.4M
Probity Advisors, Inc. 0.22% Add +18.3% 23,109 $1.4M
Accel Wealth Management 0.40% Reduce -15.1% 23,077 $1.4M
Elevatus Welath Management 0.40% Add +42.3% 23,002 $1.4M
Security National Bank of So Dak 0.69% Add +8.5% 22,949 $1.4M
Westmount Partners, LLC 0.36% Add +0.2% 22,777 $1.4M
Peak Financial Management, Inc. 0.36% No change 22,926 $1.4M
Eq LLC 0.47% Add +0.1% 22,884 $1.4M
TCTC Holdings, LLC 0.04% Reduce -14.9% 22,760 $1.4M
Monograph Wealth Advisors, LLC 0.14% Reduce -4.3% 22,757 $1.4M
Benchmark Financial Wealth Advisors, LLC 0.41% Add +0.2% 22,727 $1.4M
XTX Topco Ltd 0.07% Add +41.2% 22,705 $1.4M
Cannell & Spears LLC 0.03% Add +30.0% 22,691 $1.4M
Sterling Investment Management, LLC 0.81% Reduce -4.7% 22,635 $1.4M
Silver Grove Financial Group, Inc. 1.28% — 22,597 $1.4M
Canvas Wealth Advisors, LLC 0.25% Reduce -0.1% 22,139 $1.4M
Claris Financial LLC 0.77% Add +0.2% 28,582 $1.4M
Capital Advisors Wealth Management, LLC 0.19% Add +5.0% 22,525 $1.3M
Tobias Financial Advisors, Inc. 0.20% Reduce -3.6% 22,515 $1.3M
Hanover Advisors Inc. 0.52% Add +25.0% 22,418 $1.3M
Compass Planning Associates Inc 1.23% Reduce -21.8% 22,392 $1.3M
Fiduciary Financial Group, LLC 0.21% Add +15.6% 22,301 $1.3M
Financial Life Advisors 0.43% Reduce -14.5% 22,169 $1.3M
WealthTrak Capital Management LLC 1.09% Add +1.8% 22,157 $1.3M
Ethos Financial Group, LLC 0.10% Add +86.1% 22,012 $1.3M
Curated Wealth Partners LLC 0.16% Reduce -2.1% 21,878 $1.3M
Boston Trust Walden Corp 0.01% Add +52.3% 21,848 $1.3M
HORAN Wealth, LLC 0.21% Add +272.9% 21,848 $1.3M
Brio Consultants, LLC 0.18% Reduce -1.6% 21,816 $1.3M
New Republic Capital, LLC 0.40% No change 21,816 $1.3M
Capital Advisors, Ltd. LLC 0.15% Add +0.9% 21,750 $1.3M
Clearstead Trust, LLC 0.22% Reduce -3.0% 21,739 $1.3M
Key Financial Inc 0.24% Add +13.1% 21,542 $1.3M
Investment Advisory Group, LLC 0.35% Add +4.2% 21,700 $1.3M
Diversify Wealth Management, LLC 0.07% Reduce -3.4% 21,232 $1.3M
Osborne Partners Capital Management, LLC 0.07% No change 21,524 $1.3M
Bridge Generations Wealth Management LLC 0.85% Reduce -25.4% 21,484 $1.3M
1832 Asset Management L.P. 0.00% Add +36.4% 21,474 $1.3M
Quadrant Private Wealth Management, LLC 0.23% Add +44.5% 21,472 $1.3M
Ami Investment Management Inc. 0.30% Reduce -1.6% 21,452 $1.3M
City State Bank 0.37% Add +0.5% 21,419 $1.3M
Optima Capital LLC 0.62% Reduce -0.9% 21,349 $1.3M
Legacy Trust 0.25% No change 21,315 $1.3M
Summit Global Investments 0.07% Reduce -8.7% 21,292 $1.3M
Marshall Financial Group, LLC 0.25% Reduce -2.2% 21,293 $1.3M
Wilson & Boucher Capital Management, LLC 0.84% Reduce -1.4% 21,227 $1.3M
Laurel Wealth Advisors LLC 0.18% Reduce -0.1% 21,198 $1.3M
3Chopt Investment Partners, LLC 0.29% Reduce -8.1% 21,190 $1.3M
Krilogy Financial LLC 0.05% New 20,914 $1.3M
Pecaut & Co. 0.41% Reduce -2.3% 21,172 $1.3M
Pallas Capital Advisors LLC 0.05% No change 21,172 $1.3M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.13% Add +7.5% 21,152 $1.3M
Cannon Financial Strategists, Inc. 0.18% Reduce -1.1% 21,131 $1.3M
Roffman Miller Associates Inc. 0.07% Reduce -0.0% 21,101 $1.3M
Wealthcare Capital Management LLC 0.13% Add +1.6% 21,046 $1.3M
Mitchell Capital Management Co. 0.22% Add +179.7% 21,029 $1.3M
Antonelli Financial Advisors, LLC 0.86% Reduce -12.4% 21,009 $1.3M
Bell Investment Advisors, Inc 0.20% Add +6.3% 20,879 $1.3M
Sensible Money, LLC 0.42% No change 20,849 $1.2M
Brady Martz Wealth Solutions, LLC 0.23% Add +14.6% 20,686 $1.2M
Steinberganna Wealth Management 0.58% — 20,627 $1.2M
Greenline Partners, LLC 0.15% No change 20,601 $1.2M
McClarren Financial Advisors, Inc. 0.75% Reduce -32.4% 13,647 $1.2M
Defined Wealth Management, LLC 0.72% Add +0.6% 20,554 $1.2M
Birchcreek Wealth Management, LLC 0.64% Reduce -1.5% 20,514 $1.2M
Confluence Wealth Services, Inc. 0.06% Add +27.6% 20,408 $1.2M
Clear Investment Research, LLC 1.63% Add +11.1% 20,310 $1.2M
Jag Capital Management, LLC 0.13% No change 20,275 $1.2M
Boston Research & Management Inc. 0.27% No change 20,216 $1.2M
Fee-Only Financial Planning, L.C. 0.71% No change 20,194 $1.2M
NTV Asset Management LLC 0.13% Add +21.0% 20,186 $1.2M
Hardin Capital Partners, LLC 0.65% Reduce -0.2% 20,186 $1.2M
TruNorth Capital Management, LLC 0.24% No change 20,139 $1.2M
Smith Salley Wealth Management 0.06% Add +0.8% 20,096 $1.2M
Mainsail Financial Group, LLC 0.52% Add +2.9% 20,058 $1.2M
Wealthquest Corp 0.10% Add +0.0% 20,016 $1.2M
Beaumont Financial Advisors, LLC 0.08% Add +2.4% 20,011 $1.2M
RBF Capital, LLC 0.06% No change 20,000 $1.2M
Geometric Wealth Advisors 0.16% Add +2.2% 19,961 $1.2M
Breakwater Investment Management 0.44% No change 19,899 $1.2M
Pioneer Wealth Management Group 0.38% Add +11.3% 19,845 $1.2M
Taylor & Morgan Wealth Management, LLC 0.73% Add +1.4% 19,826 $1.2M
Keystone Financial Group 0.09% Add +2.8% 19,767 $1.2M
Glass Jacobson Investment Advisors llc 0.43% Reduce -2.6% 19,745 $1.2M
Pennington Partners & Co., LLC 0.56% Add +19.1% 19,740 $1.2M
Bank of Marin 0.83% Add +19.0% 19,620 $1.2M
Warren Street Wealth Advisors, LLC 0.35% Add +2.6% 19,596 $1.2M
WealthShield Partners, LLC 0.13% Add +4.5% 19,525 $1.2M
MBE Wealth Management, LLC 0.51% Add +8.1% 19,506 $1.2M
Main Management LLC 0.09% Add +1.5% 19,422 $1.2M
Rydar Equities, Inc. 0.93% Reduce -5.5% 19,261 $1.2M
Golden State Wealth Management, LLC 0.13% Add +2.8% 19,351 $1.2M
MontVue Capital Management, Inc. 0.78% Reduce -0.2% 19,337 $1.2M
Halter Ferguson Financial Inc. 0.28% Reduce -22.1% 19,324 $1.2M
Biltmore Family Office, LLC 0.16% No change 19,282 $1.2M
Pacific Financial Group Inc. 0.85% Add +20.7% 19,229 $1.2M
Wealthstream Advisors, Inc. 0.17% Reduce -0.1% 19,207 $1.2M
Heritage Financial Services, LLC 0.10% Reduce -10.8% 19,207 $1.2M
Outlook Wealth Advisors, LLC 0.29% Add +1.1% 19,179 $1.1M
Plan A Wealth LLC 0.58% Add +6.8% 19,168 $1.1M
Client 1ST Advisory Group, LLC 0.38% Reduce -3.5% 18,957 $1.1M
Goepper Burkhardt LLC 0.39% Reduce -2.6% 18,881 $1.1M
Mattern Capital Management, LLC 0.13% No change 18,878 $1.1M
Bridgewater Advisors Inc. 0.08% Reduce -5.2% 18,717 $1.1M
WP Advisors, LLC 0.29% Add +0.5% 18,867 $1.1M
American Alpha Advisors, LLC 0.82% Add +68.5% 18,856 $1.1M
Squarepoint Ops LLC 0.00% Reduce -84.7% 18,758 $1.1M
Twelve Points Wealth Management LLC 0.28% Reduce -4.7% 18,736 $1.1M
NBT Bank, N.A. 0.07% Add +10.0% 18,724 $1.1M
Jump Financial, LLC 0.01% New 18,719 $1.1M
Red Lighthouse Investment Management, LLC 0.39% No change 18,549 $1.1M
McNaughton Wealth Management, LLC 0.47% Add +1.8% 18,473 $1.1M
WFA of San Diego, LLC 0.76% Add +17.6% 18,463 $1.1M
Freedom Financial Partners LLC 0.42% Reduce -0.6% 18,457 $1.1M
Cambria Investment Management, L.P. 0.07% Add +324.7% 18,446 $1.1M
Sequent Planning LLC 0.31% Add +28.1% 18,437 $1.1M
Olde Wealth Management, LLC 0.34% — 17,995 $1.1M
Pinion Investment Advisors, LLC 0.30% Reduce -1.0% 18,010 $1.1M
Golden Bell Financial Planning LLC 0.96% Reduce -10.1% 18,400 $1.1M
Ofc Financial Planning, LLC 1.09% Add +4.2% 18,337 $1.1M
WPG Advisers, LLC 0.85% Reduce -0.4% 18,278 $1.1M
LexAurum Advisors, LLC 0.16% Reduce -0.0% 18,188 $1.1M
Integrated Capital Management, Inc. 0.76% Reduce -28.3% 18,170 $1.1M
PFG Investments, LLC 0.06% Add +0.9% 18,087 $1.1M
Medallion Wealth Advisors, LLC 0.38% Add +9.9% 18,014 $1.1M
Cromwell Holdings LLC 0.58% New 18,000 $1.1M
Blue Zone Wealth Advisors, LLC 0.21% Add +120.4% 17,868 $1.1M
Capital Investment Advisory Services, LLC 0.08% Add +16.0% 17,848 $1.1M
Harding Loevner LP 0.01% Reduce -24.4% 17,814 $1.1M
Kassira Wealth Management LLC 1.03% — 17,796 $1.1M
Wick Capital Partners, LLC 0.25% Add +75.4% 17,786 $1.1M
New England Private Wealth Advisors LLC 0.14% Add +0.3% 17,785 $1.1M
WCG Wealth Advisors LLC 0.07% Reduce -5.4% 17,779 $1.1M
TCV Trust & Wealth Management, Inc. 0.09% Add +6.6% 17,705 $1.1M
Bath Savings Trust Co 0.10% Add +7.8% 17,658 $1.1M
Atala Financial Inc 0.66% Add +1.0% 17,656 $1.1M
Family Capital Management, Inc. 0.50% Add +2.9% 17,579 $1.1M
Destiny Wealth Partners, LLC 0.13% No change 17,533 $1.1M
Harpswell Capital Advisors, LLC 1.00% — 17,474 $1.0M
MA Private Wealth 0.18% Reduce -5.1% 17,458 $1.0M
Wrenne Financial Planning LLC 0.45% No change 17,456 $1.0M
Pillar Financial Advisors, LLC 0.66% No change 17,415 $1.0M
Pinnacle Bancorp, Inc. 0.31% Reduce -0.1% 17,369 $1.0M
Arcus Capital Partners, LLC 0.45% Reduce -4.0% 17,272 $1.0M
Financial Perspectives, Inc 0.29% Add +0.1% 17,264 $1.0M
Woodstock Corp. 0.09% No change 17,235 $1.0M
Evernest Financial Advisors, LLC 0.29% Add +35.8% 17,198 $1.0M
Quotient Wealth Partners, LLC 0.03% Add +15.7% 17,192 $1.0M
DKM Wealth Management, Inc. 0.82% Reduce -0.8% 17,096 $1.0M
RAM Investment Partners, LLC 0.19% Add +0.1% 17,059 $1.0M
Autumn Glory Partners, LLC 0.42% No change 17,030 $1.0M
Ariadne Wealth Management, LP 0.46% New 16,614 $1.0M
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -35.9% 17,000 $1.0M
FAS Wealth Partners, Inc. 0.07% Add +0.9% 16,968 $1.0M
Twin City Private Wealth, LLC 0.79% Add +10.8% 16,884 $1.0M
Integrity Alliance, Llc. 0.05% Reduce -15.4% 16,825 $1.0M
Glenview Trust Co 0.02% Reduce -1.3% 16,769 $1.0M
Signet Financial Management, LLC 0.12% Reduce -4.8% 16,749 $1.0M
Fort Vancouver Investment Management, LLC 0.55% No change 16,668 $999K
Stordahl Capital Management, Inc. 0.21% Reduce -0.3% 16,639 $997K
Baldwin Wealth Partners LLC 0.06% No change 16,628 $996K
Phillips Financial Management, LLC 0.07% Add +17.9% 16,619 $996K
Burton Enright Welch 0.15% Add +3.5% 16,618 $996K
S.A. Mason LLC 0.44% Add +11.8% 16,592 $994K
Dentgroup LLC 0.64% Reduce -1.2% 16,547 $991K
Integrated Capital Management, LLC 0.44% Reduce -11.2% 16,042 $989K
Palisade Asset Management, LLC 0.09% Reduce -27.3% 16,482 $988K
W Advisors, LLC 0.52% Reduce -0.1% 16,478 $987K
Heck Capital Advisors, LLC 0.08% Add +5.6% 16,453 $986K
Mayfair Advisory Group, LLC 0.42% Add +13.0% 16,412 $983K
W1M Asset Management Ltd 0.07% Reduce -27.0% 16,407 $983K
MTM Investment Management, LLC 0.31% Add +0.3% 16,394 $982K
Paragon Capital Management Ltd 0.18% Reduce -43.1% 16,267 $975K
Resources Management Corp. /CT/ 0.13% No change 16,218 $972K
Rice Partnership, LLC 0.14% Add +4.1% 16,155 $968K
Friedenthal Financial 0.50% Add +0.8% 16,144 $967K
Townsquare Capital LLC 0.15% Reduce -20.0% 16,135 $967K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 15,790 $964K
Optimum Investment Advisors 0.38% Add +3.8% 16,067 $963K
Kestra Investment Management, LLC 0.03% Reduce -12.8% 16,063 $962K
Allie Family Office LLC 0.46% No change 16,050 $962K
Next Capital Management LLC 0.32% Add +18.4% 16,023 $960K
Howland Capital Management LLC 0.04% Reduce -0.6% 15,998 $959K
Fragasso Financial Advisors Inc 0.06% Reduce -8.7% 15,688 $958K
LS Investment Advisors, LLC 0.13% Reduce -29.9% 15,961 $956K
Valpey Financial Services, LLC 0.62% Reduce -0.6% 15,808 $947K
Northwest Bancshares, Inc. 0.16% Add +277.5% 15,756 $944K
Horizon Investment Services, LLC 0.36% Add +0.1% 15,748 $944K
Coppell Advisory Solutions LLC 0.10% Add +4.9% 15,799 $943K
McDonald Partners LLC 0.28% Add +10.4% 15,729 $943K
First County Bank 0.48% Add +4.2% 15,717 $942K
Forvis Mazars Wealth Advisors, LLC 0.02% Add +9.8% 15,694 $940K
Smithbridge Asset Management Inc. 0.14% Reduce -12.7% 15,664 $939K
TrueWealth Advisors, LLC 0.25% Add +28.2% 15,639 $937K
Richard W. Paul & Associates, LLC 0.32% Add +0.1% 15,595 $934K
Godsey & Gibb, Inc. 0.08% Add +14.3% 15,573 $933K
Cape Investment Advisory, Inc. 0.92% Reduce -9.0% 15,554 $932K
Rainier Family Wealth Inc. 0.83% No change 15,484 $928K
Crux Wealth Advisors 0.37% Reduce -0.7% 15,480 $928K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.11% Reduce -4.9% 15,438 $925K
Fingerlakes Wealth Management, Inc. 0.60% Add +31.2% 15,429 $925K
Raleigh Capital Management Inc. 0.35% Reduce -10.7% 15,414 $924K
Elser Financial Planning, Inc 1.11% Add +0.0% 15,250 $923K
Sound View Wealth Advisors Group, LLC 0.06% Reduce -1.0% 15,369 $921K
Strategic Financial Services, Inc. 0.05% No change 15,355 $920K
Viewpoint Capital Management LLC 0.40% No change 15,346 $920K
Black Cypress Capital Management, LLC 0.69% Add +2.6% 15,344 $919K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.31% Add +0.1% 14,880 $918K
Gerber Kawasaki Wealth & Investment Management 0.03% Add +2.6% 15,290 $916K
Chevy Chase Trust Holdings, LLC 0.00% Add +3.9% 15,240 $913K
Santori & Peters, Inc. 0.33% Add +0.5% 15,233 $913K
Aspire Capital Advisors LLC 0.23% Add +1.0% 15,225 $912K
Accurate Wealth Management, LLC 0.12% Reduce -3.7% 15,129 $907K
RDA Financial Network 0.22% Reduce -4.6% 15,134 $907K
Adamsbrown Wealth Consultants LLC 0.25% Add +0.8% 15,105 $905K
Stephens Consulting, LLC 0.31% Reduce -46.0% 15,079 $904K
Center for Financial Planning, Inc. 0.10% Reduce -16.7% 15,031 $901K
Lake Street Private Wealth, LLC 0.12% Add +7.6% 15,000 $899K
Legacy Capital Wealth Partners, LLC 0.19% Add +16.7% 14,932 $895K
Bay Capital Advisors, LLC 0.58% Reduce -1.8% 14,845 $890K
Yoder Wealth Management, Inc. 0.42% No change 14,841 $889K
True Vision MN LLC 0.46% Reduce -4.4% 14,786 $886K
Tudor Financial Inc. 0.47% Reduce -4.6% 14,786 $886K
Uptick Partners, LLC 0.23% Reduce -11.6% 14,754 $884K
Bill Few Associates, Inc. 0.23% Add +281.8% 14,738 $883K
Modus Advisors, LLC 0.24% Add +2.5% 14,709 $881K
FLC Capital Advisors 0.17% Add +12.9% 14,702 $881K
Exchange Bank 0.61% Add +0.7% 14,681 $880K
Romano Brothers and Company 0.10% No change 14,662 $879K
Beckerman Institutional, LLC 0.52% Add +0.0% 14,648 $878K
TFB Advisors LLC 0.26% Reduce -3.8% 14,617 $877K
Vantage Point Financial LLC 0.34% Add +54.5% 14,574 $873K
UNIVEST FINANCIAL Corp 0.05% Reduce -4.8% 14,543 $871K
Summit Wealth Partners, LLC 0.16% Reduce -2.3% 14,502 $869K
Sonoma Private Wealth LLC 1.04% Add +4.1% 14,469 $867K
Capital Advantage, Inc. 0.13% Reduce -0.7% 14,462 $867K
Macroview Investment Management LLC 0.65% Add +11.6% 14,398 $863K
Colton Groome Financial Advisors, LLC 0.26% Add +0.3% 14,393 $862K
TriaGen Wealth Management LLC 0.22% No change 14,353 $860K
Koss-Olinger Consulting, LLC 0.07% No change 15,070 $859K
First National Bank & Trust Co. of Newtown 0.16% No change 14,325 $858K
Vigilare Wealth Management 0.30% Add +14.8% 14,300 $857K
Potomac Fund Management Inc. 0.04% Reduce -4.0% 14,251 $854K
Busey Bank 0.02% Reduce -8.2% 14,206 $851K
NorthCrest Asset Manangement, LLC 0.02% Reduce -4.8% 14,027 $851K
Forthright Family Wealth Advisory LLC 0.52% Reduce -7.4% 14,184 $850K
Richards, Merrill & Peterson, Inc. 0.37% Add +5.5% 14,130 $847K
Causey Wealth LLC 0.41% Reduce -5.6% 14,117 $846K
Carmel Capital Partners, LLC 0.36% Reduce -3.5% 14,116 $846K
BigSur Wealth Management LLC 0.21% No change 14,100 $845K
Sage Rhino Capital LLC 0.16% Add +0.2% 14,031 $841K
Clarendon Private LLC 0.75% No change 13,868 $831K
Pathway Financial Advisors LLC 0.11% Reduce -0.6% 13,828 $829K
Bluespring Wealth Management, LLC 0.07% Reduce -2.8% 13,812 $828K
Athena Investment Management 0.43% Add +14.6% 13,739 $823K
First National Bank of Hutchinson 0.44% New 13,732 $823K
Koesten, Hirschmann & Crabtree, INC. 0.39% Add +0.1% 13,706 $821K
Richard P Slaughter Associates Inc 0.18% Reduce -9.9% 13,619 $816K
Cornerstone Advisors Asset Management, LLC 0.14% Add +2.1% 13,612 $816K
Arkos Global Advisors 0.10% Add +9.5% 13,601 $815K
TCI Wealth Advisors, Inc. 0.05% Add +72.7% 13,543 $811K
KFA Private Wealth Group, LLC 0.23% Add +12.0% 13,502 $809K
2UniFi Bank 0.40% Add +35.6% 13,493 $809K
Fortress Financial Group, LLC 0.62% Add +0.0% 13,463 $807K
Claro Advisors Inc. 0.12% Reduce -0.9% 13,365 $801K
First Merchants Corp. 0.03% Reduce -5.7% 13,320 $798K
WNY Asset Management, LLC 0.08% Reduce -0.4% 13,310 $798K
Dodds Wealth, LLC 0.20% Add +0.4% 13,239 $793K
Intelligence Driven Advisers, LLC 0.11% Reduce -0.3% 13,204 $791K
Waterfront Wealth Inc. 0.16% Reduce -11.1% 13,032 $791K
Liberty Square Wealth Partners LLC 0.24% Reduce -14.1% 13,181 $790K
Annex Advisory Services, LLC 0.02% Reduce -16.1% 13,174 $789K
Aprio Wealth Management, LLC 0.08% Add +2.4% 13,165 $789K
Independence Bank of Kentucky 0.10% No change 13,135 $787K
O'Dell Group, LLC 0.17% New 13,117 $786K
Wealth Dimensions Group, Ltd. 0.16% Add +15.5% 13,078 $784K
Resonant Capital Advisors, LLC 0.05% No change 13,000 $779K
Silver Oak Wealth Advisors Services, LLC 0.51% Reduce -1.0% 12,945 $776K
Advisory Alpha, LLC 0.02% Add +14.9% 12,804 $775K
DecisionPoint Financial, LLC 0.18% Reduce -0.2% 12,825 $774K
Innovative Wealth Building LLC 0.60% Add +0.1% 12,886 $772K
Tufton Capital Management 0.14% Reduce -3.8% 12,851 $770K
St. Clair Advisors, LLC 0.20% Add +0.5% 12,835 $769K
Bluesphere Advisors LLC 0.35% Add +13.9% 12,818 $768K
Ledyard National Bank 0.07% Reduce -1.0% 12,793 $767K
Heritage Investors Management Corp. 0.02% Add +18.4% 12,788 $766K
Ascentis Independent Advisors 0.13% Add +0.7% 12,716 $762K
Bedel Financial Consulting, Inc. 0.10% Add +0.6% 12,702 $761K
Alpha Financial Advisors, LLC 0.27% Add +0.2% 12,655 $758K
Objective Capital Management, LLC 0.78% Add +0.2% 12,640 $757K
Eagle Global Advisors LLC 0.03% Add +2.2% 12,594 $755K
Elgethun Capital Management 0.14% Add +1.7% 12,497 $754K
Viawealth, LLC 0.41% Add +23.9% 12,563 $753K
Integrity Financial Corp 0.36% Add +7.8% 12,560 $753K
Ritter Daniher Financial Advisory LLC / DE 0.13% Reduce -7.0% 12,552 $752K
Apollon Financial, LLC 0.13% Add +84.6% 12,536 $751K
Redmond Asset Management, LLC 0.18% Reduce -0.6% 12,530 $751K
Darden Wealth Group Inc 0.39% Add +3.9% 12,507 $749K
Brookwood Investment Group LLC 0.10% Reduce -0.4% 12,505 $749K
Virtue Asset Management LLC 0.63% — 12,453 $746K
Spectrum Asset Management, Inc. (NB/CA) 0.26% Reduce -1.2% 12,452 $746K
Fayez Sarofim & Co 0.00% No change 12,444 $746K
Round Rock Advisors LLC 0.12% Reduce -0.3% 12,421 $744K
Skyline Advisors, Inc. 0.26% Add +0.0% 12,419 $744K
Schaper Benz & Wise Investment Counsel Inc. 0.06% Add +40.0% 12,402 $743K
Latitude Advisors, LLC 0.34% Reduce -10.7% 12,392 $743K
Sherman Asset Management, Inc. 0.64% Reduce -75.7% 12,388 $742K
Empowered Funds, LLC 0.01% Reduce -99.4% 12,359 $741K
Capital Management Associates, Inc 0.20% Add +36.9% 12,338 $739K
Obsidian Cio, LLC 0.10% Reduce -6.8% 12,331 $739K
Opulen Financial Group LLC 0.56% Add +0.6% 12,315 $738K
VeraBank, N.A. 0.14% No change 12,301 $737K
Petix & Botte Co 0.17% Reduce -9.3% 12,288 $736K
Outbound Financial Inc 0.60% Add +2.1% 12,280 $736K
Missouri Trust & Investment Co 0.22% Reduce -2.1% 12,261 $735K
Freedom Investment Management, Inc. 0.19% Reduce -76.4% 12,252 $734K
Motiv8 Investments LLC 0.39% Reduce -35.0% 12,220 $732K
Forza Wealth Management, LLC 0.28% Reduce -43.7% 12,208 $732K
Fielder Capital Group LLC 0.17% No change 12,187 $730K
Alaethes Wealth, LLC 0.21% Reduce -3.9% 12,174 $729K
Laffer Tengler Investments, Inc. 0.14% New 12,142 $728K
Center For Asset Management LLC 0.39% Add +4.1% 12,116 $726K
Sheridan Capital Management, LLC 0.38% Add +28.5% 12,105 $725K
Radnor Capital Management, LLC 0.11% No change 12,020 $720K
River Wealth Advisors LLC 0.08% Reduce -3.1% 11,982 $718K
Capstone Wealth Management Group LLC 0.46% Add +34.5% 11,932 $715K
Asset Management Group, Inc. 0.12% Add +0.2% 11,839 $709K
MeadowBrook Investment Advisors LLC 0.62% No change 11,796 $707K
Barnes Dennig Private Wealth Management LLC 0.76% No change 11,757 $704K
Abbot Financial Management, Inc. 0.30% Reduce -5.9% 11,725 $703K
HTG Investment Advisors, Inc. 0.24% No change 11,700 $701K
Transcend Capital Advisors, LLC 0.05% Add +5.9% 11,685 $700K
Curtis Advisory Group, LLC 0.16% Reduce -1.3% 11,672 $699K
Empirical Asset Management, LLC 0.19% Add +38.3% 14,907 $699K
Independent Wealth Network Inc. 0.23% Add +0.0% 11,664 $699K
Wellspring Financial Advisors, LLC 0.06% Reduce -10.3% 11,628 $697K
Advance Capital Management, Inc. 0.03% Add +0.0% 11,623 $696K
Fourth Dimension Wealth, LLC 0.27% Add +18.4% 11,612 $696K
Villere St Denis J & Co. LLC 0.07% No change 11,610 $696K
Quantum Financial Advisors, LLC 0.08% Add +1.2% 11,572 $693K
Van Den Berg Management I, Inc. 0.17% Reduce -5.6% 11,559 $693K
Oak Wealth Advisors LLC 0.40% Add +3.0% 11,549 $692K
Powers Advisory Group, LLC 0.28% Add +20.8% 11,543 $692K
Genesis Private Wealth, LLC 0.29% Add +5.9% 11,506 $689K
Fund Evaluation Group, LLC 0.02% Add +1.4% 11,491 $689K
Planned Solutions, Inc. 0.24% Reduce -6.2% 11,487 $688K
Everett Harris & Co. 0.01% Add +0.0% 11,482 $688K
Guardian Financial Partners, LLC 0.29% Reduce -22.8% 11,481 $688K
Stanley-Laman Group, Ltd. 0.10% Add +1.5% 11,455 $686K
Grandfield & Dodd, LLC 0.04% Reduce -6.7% 11,350 $680K
Urban Financial Advisory Corp 0.32% Add +0.4% 11,327 $679K
Prosperity Wealth Management, Inc. 0.23% Reduce -14.8% 11,320 $678K
Beam Wealth Advisors, Inc. 0.18% Reduce -9.6% 11,308 $678K
United Community Bank 0.21% Add +3830.7% 11,281 $676K
Chatham Capital Group, Inc. 0.10% No change 11,260 $675K
Matisse Capital 0.30% Reduce -7.3% 11,228 $673K
West Michigan Advisors, LLC 0.16% Reduce -0.2% 11,200 $671K
Cherry Creek Investment Advisors, Inc. 0.29% Add +8.3% 11,197 $671K
Kera Capital Partners, Inc. 0.10% Add +18.4% 11,187 $670K
ORG Partners LLC 0.12% Reduce -65.2% 11,263 $670K
Lee Danner & Bass Inc. 0.05% Add +8.3% 11,176 $670K
Cornerstone Financial Group, LLC 0.52% Reduce -2.6% 11,171 $669K
Summit Wealth & Retirement Planning, Inc. 0.16% Add +0.0% 11,128 $667K
Pacific Sage Partners, LLC 0.11% Add +4.3% 11,121 $666K
InTrack Investment Management Inc 0.40% Reduce -0.0% 11,050 $662K
Icon Wealth Advisors, LLC 0.04% Add +0.4% 10,870 $651K
MJT & Associates Financial Advisory Group, Inc. 0.53% Reduce -4.6% 10,848 $650K
McLean Asset Management Corp 0.13% Add +13.0% 10,609 $649K
Farmers National Bank 0.15% Reduce -2.2% 10,772 $645K
Binnacle Investments Inc 0.38% Reduce -3.4% 10,749 $644K
IPG Investment Advisors LLC 0.11% Reduce -1.2% 10,747 $644K
LCNB Corp. 0.22% Reduce -5.6% 10,724 $643K
Frontier Asset Management, LLC 0.16% Add +0.5% 10,718 $642K
Kelly Financial Services LLC 0.17% Reduce -1.6% 10,716 $642K
Tepp RIA, LLC 0.72% Reduce -3.1% 10,625 $637K
Absher Wealth Management, LLC 0.08% New 10,587 $634K
SwitchPoint Financial Planning, LLC 0.46% Reduce -1.1% 10,580 $634K
Montag A & Associates Inc. 0.03% Add +10.5% 10,501 $629K
Foster Dykema Cabot & Partners, LLC 0.04% No change 10,474 $627K
Welch Group, LLC 0.02% New 10,467 $627K
XML Financial, LLC 0.05% Add +1.4% 10,435 $625K
Stage Harbor Financial, LLC 0.46% Reduce -3.8% 10,432 $625K
Beacon Financial Advisory LLC 0.14% Add +0.2% 10,359 $621K
Fiscal Wisdom Wealth Management, LLC 0.59% — 10,220 $620K
Heritage Wealth Advisors 0.03% Reduce -1.0% 10,350 $620K
Shakespeare Wealth Management, LLC 0.14% No change 10,343 $620K
Integral Investment Advisors, Inc. 0.17% Reduce -9.3% 10,343 $620K
Alpha Cubed Investments, LLC 0.02% Reduce -5.6% 10,319 $618K
Selective Wealth Management, Inc. 0.20% Add +63.4% 10,193 $618K
Spinnaker Investment Group, LLC 0.12% New 10,317 $618K
Sierra Ocean, LLC 0.52% Add +0.0% 10,263 $615K
Richmond Investment Services, LLC 0.11% Add +26.3% 10,250 $614K
Elyxium Wealth, LLC 0.21% No change 10,202 $611K
Global Wealth Strategies & Associates 0.16% Add +203.7% 10,197 $611K
Capital Squared Financial LLC 0.53% New 10,188 $610K
Carnegie Investment Counsel 0.01% Reduce -4.6% 10,137 $607K
Global Assets Advisory, LLC 0.18% Add +11.3% 10,137 $607K
Zions Bancorporation, National Association 0.03% No change 10,104 $605K
Revisor Wealth Management LLC 0.21% Add +24.4% 9,993 $604K
Great Point Wealth Advisors, LLC 0.11% — 10,084 $604K
Atlas Brown,Inc. 0.18% Add +51.6% 10,055 $602K
Lincoln Capital LLC 0.11% Add +15.1% 9,861 $602K
Louisbourg Investments Inc. 0.13% No change 10,000 $599K
Cordatus Wealth Management LLC 0.14% No change 9,977 $598K
Argyle Capital Partners, LLC 0.43% Add +24.9% 9,976 $598K
apricus wealth, LLC 0.32% New 9,951 $596K
Snider Financial Group 0.16% Add +0.1% 9,847 $590K
Vicus Capital 0.04% Add +0.3% 9,824 $589K
Holistic Financial Partners 0.24% Add +7.0% 9,765 $585K
Peak Asset Management, LLC 0.10% Reduce -1.8% 9,731 $583K
Mustard Seed Financial, LLC 0.37% Add +3.0% 9,640 $578K
Putney Financial Group LLC 0.57% Add +297.0% 9,635 $577K
Wealth Alliance, LLC 0.06% Reduce -8.8% 9,616 $576K
Alexander Randolph Advisory, Inc. 0.47% Add +5.3% 9,578 $574K
GWN Securities Inc. 0.13% Reduce -28.7% 9,476 $568K
Vista Capital Partners, Inc. 0.06% No change 9,470 $567K
North Berkeley Wealth Management, LLC 0.45% No change 9,444 $566K
CWS Financial Advisors, LLC 0.16% Add +8.7% 9,444 $566K
Sound Income Strategies, LLC 0.03% Reduce -6.5% 9,355 $564K
Denver PWM, LLC 0.18% No change 9,897 $564K
Wimmer Associates 1, LLC 0.27% No change 9,360 $561K
Private Wealth Group, LLC 0.28% No change 9,356 $561K
Pasadena Private Wealth, LLC 0.08% Add +36.7% 9,337 $559K
Community Bank of Raymore 0.39% No change 9,330 $559K
Rooted Wealth Advisors, Inc. 0.17% Reduce -2.8% 9,057 $553K
TL Private Wealth 0.22% Add +0.5% 9,241 $553K
First Interstate Bank 0.03% Reduce -7.2% 9,207 $552K
Gateway Wealth Partners, LLC 0.07% New 9,166 $549K
Webster Bank, N. A. 0.05% Reduce -26.0% 9,146 $548K
Valtinson Bruner Financial Planning LLC 0.16% Reduce -16.0% 9,143 $548K
Hemenway Trust Co LLC 0.04% Reduce -14.1% 9,123 $547K
Fiduciary Alliance LLC 0.04% Add +4.3% 9,109 $546K
American State Bank (Iowa) 0.28% Add +4.7% 9,100 $545K
Kagan Cocozza Asset Management 0.41% Reduce -10.4% 9,060 $543K
TBH Global Asset Management, LLC 0.11% Add +42.1% 9,045 $542K
Capital Planning LLC 0.16% Add +121.3% 9,023 $541K
Insight Advisors, LLC/ PA 0.08% Reduce -0.8% 9,021 $541K
KKM Financial LLC 0.17% Reduce -19.4% 8,992 $539K
SeaBridge Investment Advisors LLC 0.09% No change 8,959 $537K
Pinnacle Wealth Planning Services, Inc. 0.06% Add +8.7% 8,953 $536K
Impact Partnership Wealth, LLC 0.08% Reduce -4.5% 8,930 $535K
Performance Wealth Partners, LLC 0.01% Add +32.6% 8,903 $533K
Total Wealth Planning, LLC 0.06% Reduce -1.0% 8,896 $533K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 8,847 $531K
BWM Planning, LLC 0.16% Add +0.0% 8,849 $530K
Key Client Fiduciary Advisors, LLC 0.18% Add +1.5% 8,805 $528K
Ruedi Wealth Management, Inc. 0.15% Add +0.9% 8,803 $527K
Michels Family Financial, LLC 0.41% Reduce -16.4% 8,739 $524K
First Foundation Advisors 0.02% Reduce -1.4% 8,738 $524K
GW&K Investment Management, LLC 0.00% Add +17.2% 8,726 $523K
Leeward Financial Partners, LLC 0.15% Reduce -45.5% 8,700 $521K
Cozad Asset Management Inc. 0.04% Add +19.9% 8,697 $521K
B & T Capital Management DBA Alpha Capital Management 0.08% Reduce -0.7% 8,673 $520K
Alteri Wealth LLC 0.18% Add +5.0% 8,672 $520K
GEM Asset Management, LLC 0.25% Reduce -6.5% 8,559 $519K
Gallagher Fiduciary Advisors, LLC 0.02% Reduce -99.9% 8,650 $518K
NWF Advisory Services Inc. 0.06% Add +1.8% 8,634 $517K
Willow Creek Wealth Management Inc. 0.04% Add +17.8% 8,615 $516K
Independent Advisor Alliance 0.01% Reduce -8.2% 8,579 $514K
Coordinated Financial Services, Inc. 0.33% Reduce -1.2% 8,567 $513K
Moss Adams Wealth Advisors LLC 0.04% Add +0.8% 8,554 $513K
Donaldson Capital Management, LLC 0.02% Reduce -42.0% 8,552 $512K
Harbour Investment Management LLC 0.22% Add +76.9% 8,544 $512K
Fourpath Capital Management, LLC 0.07% Add +0.0% 8,529 $511K
Jennison Associates LLC 0.00% Reduce -35.8% 8,517 $510K
HHM Wealth Advisors, LLC 0.06% No change 8,493 $509K
Strategic Financial Partners, Ltd. 0.23% Reduce -4.5% 8,471 $508K
Gibson Capital, LLC 0.09% No change 8,469 $507K
Onyx Bridge Wealth Group LLC 0.06% Add +16.0% 8,466 $507K
Seneschal Advisors, LLC 0.37% Reduce -3.8% 8,452 $506K
SKY-Mountain Capital Management, Inc. 0.35% Reduce -21.0% 8,341 $506K
Advantage Trust Co 0.23% No change 8,438 $506K
Talisman Wealth Advisors LLC 0.42% Add +2.4% 8,420 $505K
Financial Alternatives, Inc 0.31% Add +6.9% 8,416 $504K
Pettyjohn, Wood & White, Inc. 0.08% Add +102.3% 8,407 $504K
Adirondack Trust Co. 0.17% No change 8,398 $503K
KPP Advisory Services LLC 0.07% Add +0.5% 8,394 $503K
Werba Rubin Papier Wealth Management 0.08% Reduce -30.4% 8,367 $501K
McDaniel Terry & Co. 0.04% No change 8,365 $501K
PCG Wealth Advisors, LLC 0.15% Add +79.7% 8,333 $499K
Archer Investment Management, LLC 0.31% Reduce -5.2% 8,332 $499K
Next Level Private LLC 0.14% Add +0.4% 8,130 $497K
Element Wealth, LLC 0.22% Add +3.0% 8,278 $496K
Wealth Management Nebraska 0.06% Add +2.1% 8,237 $494K
Refined Wealth Management 0.32% New 8,204 $492K
Retirement Guys Formula LLC 0.17% Add +0.1% 8,948 $490K
Citrine Capital LLC 0.23% No change 8,182 $490K
Alliance Wealth Advisors, LLC 0.24% Add +2.2% 8,172 $490K
GFS Advisors, LLC 0.06% No change 8,159 $489K
Braun-Bostich & Associates Inc. 0.31% Reduce -5.9% 8,155 $489K
Patten Group, Inc. 0.09% New 8,099 $485K
Fortis Capital Management LLC 0.07% Add +35.3% 8,055 $483K
SkyOak Wealth, LLC 0.09% Reduce -0.1% 8,048 $482K
Anchor Investment Management, LLC 0.04% Reduce -1.0% 8,046 $482K
Garden State Investment Advisory Services LLC 0.12% Reduce -1.2% 8,039 $482K
Caitlin John, LLC 0.33% Reduce -1.7% 8,015 $480K
First United Bank & Trust 0.16% Reduce -0.6% 8,015 $480K
Northstar Advisory Group, LLC 0.20% Reduce -42.8% 8,013 $480K
Apexium Financial, LP 0.02% Add +17.3% 8,013 $480K
Aaron Wealth Advisors LLC 0.03% Reduce -0.4% 8,009 $480K
HBW Advisory Services LLC 0.05% Add +0.1% 8,005 $480K
Tocqueville Asset Management L.P. 0.01% Add +1.5% 8,002 $479K
Sendero Wealth Management, LLC 0.06% No change 7,994 $479K
Sonora Investment Management Group, LLC 0.03% Add +4.5% 7,941 $476K
Bridge Creek Capital Management LLC 0.13% Add +9.2% 7,927 $475K
Burney Co./ 0.02% Reduce -0.8% 7,904 $474K
Brown Financial Advisory 0.25% No change 7,903 $474K
Greenwood Capital Associates LLC 0.05% No change 7,879 $472K
Stonebridge Capital Advisors LLC 0.03% Reduce -4.0% 7,849 $470K
Moody LYNN Lieberson & Walker, LLC 0.03% Reduce -0.3% 7,846 $470K
Hubbell Strickland Wealth Management, LLC 0.19% Add +1.9% 7,828 $470K
Capstone Financial Advisors, Inc. 0.03% Reduce -2.3% 7,832 $469K
Nvest Financial, LLC 0.27% Add +63.7% 7,831 $469K
Foster Victor Wealth Advisors, LLC 0.03% Reduce -9.0% 7,646 $467K
Haven Private, LLC 0.21% Reduce -14.4% 7,779 $466K
GM Advisory Group, LLC 0.02% New 7,765 $465K
Lam Group, Inc. 0.29% Reduce -2.3% 7,700 $461K
21 West Wealth Management LLC 0.44% Reduce -7.3% 7,691 $461K
Headlands Technologies LLC 0.04% Reduce -23.3% 7,634 $457K
Emerald Advisors, LLC 0.06% Add +0.8% 7,551 $452K
B&D White Capital Company, LLC 0.06% New 7,545 $452K
Coastal Bridge Advisors, LLC 0.03% Add +20.2% 7,536 $452K
Harbor Group, Inc. 0.07% Add +0.1% 7,523 $451K
Iowa State Bank 0.09% No change 7,511 $450K
First Pacific Financial 0.06% Add +0.5% 7,482 $448K
Blue Barn Wealth, LLC 0.20% Add +0.3% 7,453 $447K
Watchman Group, Inc. 0.11% No change 7,415 $444K
Detalus Advisors, LLC 0.12% Add +6.7% 7,414 $444K
Voisard Asset Management Group, Inc. 0.10% Add +2.0% 7,404 $444K
Stonegate Investment Group, LLC 0.01% No change 7,388 $443K
American National Bank of Texas 0.42% — 7,387 $443K
Concorde Asset Management, LLC 0.18% — 7,306 $441K
Allegheny Financial Group 0.08% Add +30.9% 7,362 $441K
Maxele Advisors, LLC 0.38% Add +5.8% 7,346 $440K
Mechanics Bank Trust Department 0.06% No change 7,334 $439K
Colonial River Investments, LLC 0.16% No change 7,318 $438K
Sunbeam Capital Management, LLC 0.27% No change 7,302 $438K
Traynor Capital Management, Inc. 0.03% Reduce -53.9% 7,299 $437K
Hidden Cove Wealth Management, LLC 0.29% Reduce -0.4% 7,267 $435K
Saxon Interests, Inc. 0.17% Reduce -1.8% 7,410 $435K
Occidental Asset Management, LLC 0.05% Add +0.4% 7,246 $434K
Aspiring Ventures, LLC 0.16% Add +11.1% 7,235 $434K
Penobscot Investment Management Company, Inc. 0.03% No change 7,226 $433K
Keyes, Stange & Wooten Wealth Management, LLC 0.21% Reduce -7.5% 7,219 $433K
Financial Management Network Inc. 0.07% Add +1.0% 7,034 $430K
Collaborative Wealth Managment Inc. 0.17% Add +48.1% 7,169 $430K
Stonebridge Financial Group, LLC 0.04% No change 7,127 $427K
Sunpointe, LLC 0.15% Add +14.1% 7,120 $427K
Whalen Wealth Management Inc. 0.25% Add +0.5% 7,118 $426K
Hollencrest Capital Management 0.02% No change 7,117 $426K
Inspire Advisors, LLC 0.04% Add +10.2% 7,111 $426K
Heritage Wealth Management, Inc. 0.29% No change 7,105 $426K
Rothschild Investment LLC 0.02% Add +0.1% 7,101 $425K
Yoffe Investment Management, LLC 0.55% No change 7,089 $425K
Mascagni Wealth Management, Inc. 0.33% Add +18.2% 7,079 $424K
Palo Alto Wealth Advisors, LLC 0.12% Add +22.1% 6,866 $424K
Stanich Group LLC 0.26% Add +0.0% 7,062 $423K
Salem Investment Counselors Inc. 0.01% Add +4.5% 7,051 $423K
Physician Wealth Advisors, Inc. 0.06% Add +1.2% 7,035 $422K
Custos Family Office, LLC 0.24% Reduce -82.3% 7,033 $421K
CRA Financial Services, LLC 0.06% Add +0.7% 7,025 $421K
Howe & Rusling Inc. 0.03% Reduce -1.0% 7,021 $421K
Astoria Portfolio Advisors LLC. 0.11% Reduce -3.6% 6,882 $419K
LaSalle St. Investment Advisors, LLC 0.07% Add +7.2% 6,988 $418K
BCS Wealth Management 0.09% Reduce -0.9% 6,970 $418K
Worth Asset Management, LLC 0.19% Reduce -84.8% 6,969 $418K
Synergy Investment Management, LLC 0.16% No change 6,957 $417K
AssuredPartners Investment Advisors, LLC 0.09% Add +0.3% 6,956 $417K
Stone House Investment Management, LLC 0.07% Add +8.5% 6,947 $416K
Calamos Wealth Management LLC 0.02% Reduce -31.6% 6,913 $414K
Beacon Bank & Trust 0.09% Add +6.3% 6,912 $414K
Balance Wealth Partners LLC 0.10% New 6,906 $414K
Scratch Capital LLC 0.27% Add +0.3% 6,807 $408K
Kendall Capital Management 0.09% No change 6,802 $408K
Private Client Services, LLC 0.14% Add +21.1% 6,787 $407K
Evolution Wealth Advisors, LLC 0.05% Reduce -1.7% 6,755 $405K
Greenspring Advisors, LLC 0.07% — 6,746 $404K
Able Wealth Management LLC 0.15% Reduce -4.0% 6,743 $404K
Provenance Wealth Advisors, LLC 0.05% No change 6,728 $403K
Clark Financial Services Group Inc. 0.21% No change 6,727 $403K
Ellsworth Advisors, LLC 0.09% Reduce -16.8% 6,666 $403K
Princeton Global Asset Management LLC 0.07% Add +2.6% 6,718 $403K
M1 Capital Management LLC 0.17% Add +3.0% 6,718 $403K
Yardley Wealth Management LLC 0.22% Reduce -8.4% 6,706 $402K
CM Wealth Advisors LLC 0.11% No change 6,698 $401K
Tme Financial, Inc. 0.30% Reduce -4.9% 6,696 $401K
Newman Dignan & Sheerar, Inc. 0.09% No change 6,617 $396K
Westfuller Advisors, LLC 0.18% Add +0.5% 6,615 $396K
JDH Wealth Management, LLC 0.28% No change 6,583 $394K
Arcadia Wealth Management, Inc. 0.24% No change 6,551 $393K
Cedar Point Capital Partners, LLC 0.26% Reduce -5.0% 6,527 $391K
Sterling Investment Advisors LLC 0.19% Add +69.7% 6,517 $391K
First Business Financial Services, Inc. 0.04% No change 6,514 $390K
Monarch Capital Management Inc. 0.10% Reduce -4.5% 6,498 $389K
Schorn Wealth LLC 0.12% Reduce -8.4% 6,497 $389K
Mine & Arao Wealth Creation & Management, LLC. 0.16% Add +0.5% 6,477 $388K
O'Connor Financial Group LLC 0.16% Reduce -1.2% 6,473 $388K
J Hagan Capital, Inc. 0.23% New 6,451 $387K
Prodigy Asset Management LLC 0.17% No change 6,433 $385K
OneAscent Wealth Management LLC 0.13% Add +9.3% 6,418 $385K
First Financial Group Corp 0.33% No change 6,409 $384K
Columbia River Financial Group, LLC 0.24% No change 6,266 $384K
SWP Financial LLC 0.20% No change 6,405 $384K
Bright Futures Wealth Management, LLC. 0.30% — 6,370 $382K
Market Street Wealth Management Advisors LLC 0.06% Add +0.2% 6,348 $380K
Patton Albertson Miller Group, LLC 0.05% No change 6,340 $380K
Harvest Investment Services, LLC 0.08% Reduce -8.1% 6,337 $380K
Accredited Investor Services, LLC 0.26% Reduce -14.8% 6,333 $379K
Signature Resources Capital Management, LLC 0.21% Add +148.3% 6,329 $379K
Compass Financial Group, INC 0.06% Reduce -5.4% 6,319 $379K
National Wealth Management Group, LLC 0.14% Add +45.4% 6,289 $377K
Realta Investment Advisors 0.13% Reduce -18.3% 6,281 $376K
Parkwoods Wealth Partners, LLC 0.13% New 6,246 $374K
Mainsail Asset Management, LLC 0.16% Add +9.6% 6,229 $373K
ARK & TLK Investments, LLC 0.12% No change 6,221 $373K
Morangie Management LLC 0.32% No change 6,217 $373K
Index Fund Advisors, Inc. 0.02% New 6,204 $372K
BCM Advisors, LLC 0.07% New 6,018 $371K
Everest Private Wealth 0.24% Add +45.6% 6,187 $371K
Huntleigh Advisors, Inc. 0.06% Reduce -5.7% 6,187 $371K
Rossby Financial, LCC 0.12% Add +8.9% 6,139 $371K
Guidance Point Advisors, LLC 0.09% Add +0.8% 6,181 $371K
STAR Financial Bank 0.22% Reduce -34.1% 6,167 $370K
Conquis Financial LLC 0.35% No change 6,159 $369K
TD Capital Management LLC 0.03% Add +2.7% 6,152 $369K
S&co Inc. 0.02% No change 6,150 $368K
Gibbs Wealth Management 0.08% Reduce -65.4% 6,126 $367K
Atwater Malick LLC 0.11% No change 6,121 $367K
Bank Ozk 0.13% Reduce -2.9% 6,101 $366K
SlateStone Wealth, LLC 0.03% Add +3.9% 6,053 $363K
Persium Advisors, LLC 0.27% No change 6,057 $363K
Rovin Capital /Ut/ 0.10% Reduce -6.7% 6,046 $362K
Landaas & Co. /Wi 0.08% Add +1.5% 6,047 $362K
Aristotle Capital Management, LLC 0.00% Add +12.1% 6,021 $361K
Morton Capital Management LLC 0.06% Add +16.0% 6,021 $361K
Pin Oak Investment Advisors Inc. 0.26% Reduce -3.4% 5,961 $357K
Sit Investment Associates Inc. 0.01% No change 5,955 $357K
Impact Capital Partners LLC 0.11% No change 5,941 $356K
Oak Harvest Investment Services 0.04% Add +47.6% 5,934 $356K
Tribridge Partners Financial LLC 0.16% Add +2.0% 5,858 $354K
American National Bank & Trust 0.03% No change 5,911 $354K
MBL Wealth, LLC 0.03% Add +7.1% 5,884 $353K
Westbourne Investments, Inc. 0.17% No change 5,776 $352K
Jaffetilchin Investment Partners, LLC 0.02% Reduce -1.2% 5,878 $352K
Ti-Trust, Inc. 0.22% No change 5,869 $352K
AA Financial Advisors, LLC 0.07% Add +0.4% 5,844 $350K
BlueStem Wealth Partners, LLC 0.04% Add +8.2% 5,815 $348K
Melfa Wealth Management, Inc. 0.20% No change 5,814 $348K
Meridian Wealth Partners, LLC 0.05% Reduce -0.9% 5,799 $347K
Tull Financial Group, Inc. 0.15% Reduce -0.8% 5,787 $347K
Providence Capital Advisors, LLC 0.06% Add +0.9% 5,776 $346K
Vestia Personal Wealth Advisors 0.18% Reduce -56.7% 5,763 $345K
Base Wealth Management LLC 0.20% No change 5,762 $345K
Sunbelt Securities, Inc. 0.02% Add +10.6% 5,752 $345K
True Link Financial Advisors, LLC 0.02% Reduce -0.5% 5,748 $344K
Lee, Kelleher & Klein Wealth Management 0.21% No change 5,740 $344K
Fortitude Advisory Group L.L.C. 0.18% Add +2.8% 5,737 $344K
Intrua Financial, LLC 0.04% New 5,701 $342K
Members Wealth LLC 0.22% — 5,649 $341K
Saxony Capital Management, LLC 0.22% New 5,684 $341K
Chicago Capital, LLC 0.01% Reduce -4.5% 5,647 $338K
One Wealth Capital Management, LLC 0.15% Add +55.6% 5,635 $338K
Truvestments Capital LLC 0.06% Reduce -3.1% 5,629 $337K
Alta Wealth Advisors LLC 0.12% Reduce -1.2% 5,623 $337K
Retirement Income Solutions, Inc. 0.06% Add +5.2% 5,605 $336K
Shore Point Advisors, LLC 0.15% Reduce -0.1% 5,584 $335K
JSF Financial, LLC 0.07% Add +3.2% 5,570 $334K
Portland Financial Advisors Inc 0.71% No change 5,561 $333K
Cahaba Wealth Management, Inc. 0.02% New 5,558 $333K
Evolution Wealth Management Inc. 0.34% Reduce -0.9% 5,552 $333K
Bfsg, LLC 0.03% Add +1.7% 5,537 $332K
Councilor Wealth, LLC 0.15% Add +0.3% 5,531 $331K
Accretive Wealth Partners, LLC 0.10% No change 5,530 $331K
Austin Asset Management Co Inc 0.06% Add +4.7% 5,522 $331K
Clarity Financial LLC 0.03% Add +47.8% 5,520 $331K
WMG Financial Advisors, LLC 0.11% Add +1.2% 5,495 $329K
Clarity Asset Management, Inc. 0.18% Add +27.8% 5,491 $329K
Hollow Brook Wealth Management LLC 0.08% New 5,482 $328K
Cardinal Point Capital Management ULC 0.02% New 5,493 $328K
Money Concepts Capital Corp. 0.02% Add +23.1% 5,480 $328K
Cornerstone Advisory, LLC 0.03% Add +2.9% 5,477 $328K
LifeGoal Investments, LLC 0.27% Add +53.6% 5,471 $328K
Tillman Hartley LLC 0.08% Reduce -68.2% 5,459 $327K
Lakeridge Wealth Management LLC 0.14% Add +0.2% 5,440 $326K
Nautilus Advisors LLC 0.22% No change 5,423 $325K
Westbourne Investment Advisors, Inc. 0.09% No change 5,423 $325K
Vickerman Investment Advisors, Inc. 0.07% No change 5,416 $325K
Alpha Omega Wealth Management LLC 0.05% No change 5,406 $324K
Great Oak Capital Partners, LLC 0.08% New 5,380 $323K
Chemistry Wealth Management LLC 0.06% No change 5,385 $323K
Vantage Financial Partners, LLC 0.07% Add +0.6% 5,373 $322K
Winebrenner Capital Management LLC 0.23% Reduce -0.2% 5,365 $321K
Wealth Group Ltd 0.07% Reduce -4.2% 5,348 $320K
Caerus Investment Advisors, LLC 0.13% New 5,337 $320K
First Financial Bank - Trust Division 0.03% Reduce -5.4% 5,322 $319K
Hamilton Point Investment Advisors, LLC 0.05% No change 5,318 $319K
Atlantic Private Wealth, LLC 0.20% No change 5,289 $317K
Coastwise Capital Group, LLC 0.22% New 5,277 $316K
jvl associates llc 0.10% No change 5,275 $316K
Bensler, LLC 0.03% Add +0.1% 5,247 $314K
Sivia Capital Partners, LLC 0.09% Add +17.5% 5,222 $313K
Awm Capital, LLC 0.03% Reduce -17.8% 5,204 $312K
Aft, Forsyth & Company, Inc. 0.15% No change 5,200 $312K
Equitable Trust Co. 0.01% No change 5,182 $311K
Chris Bulman Inc 0.16% Add +6.2% 5,172 $310K
MKT Advisors LLC 0.12% No change 5,131 $310K
Sterling Investment Advisors, Ltd. 0.06% Add +0.2% 5,166 $310K
Weatherly Asset Management L. P. 0.03% No change 5,159 $309K
Front Row Advisors LLC 0.10% Add +0.0% 5,159 $309K
BetterWealth, LLC 0.07% Add +7.1% 5,153 $309K
WealthPLAN Partners, LLC 0.05% Add +0.3% 5,147 $308K
Caldwell Sutter Capital, Inc. 0.13% Reduce -0.1% 5,142 $308K
Cura Wealth Advisors, LLC 0.12% Add +18.0% 5,133 $308K
Mason Investment Advisory Services, Inc. 0.02% Add +0.5% 5,123 $307K
Henrickson Nauta Wealth Advisors, Inc. 0.10% No change 5,115 $306K
S&T Bank 0.09% Reduce -5.0% 5,076 $304K
Schmidt P J Investment Management Inc. 0.05% No change 5,064 $303K
Sharper & Granite LLC 0.11% Reduce -30.7% 5,030 $301K
Leelyn Smith, LLC 0.05% No change 5,024 $301K
Longview Financial Advisors LLC 0.17% Add +209.9% 5,018 $301K
Harrington Investments, INC 0.15% No change 5,000 $300K
Invenio Wealth Partners LLC 0.11% No change 5,000 $300K
Disciplined Investments, LLC 0.12% Reduce -6.1% 4,964 $297K
Wallace Capital Management Inc. 0.04% Reduce -9.2% 4,928 $295K
SC&H Financial Advisors, Inc. 0.05% Add +0.1% 4,926 $295K
Black Swift Group, LLC 0.05% Reduce -18.6% 4,926 $295K
Northwest Quadrant Wealth Management, LLC 0.06% Add +0.5% 4,920 $295K
McGlone Suttner Wealth Management, Inc. 0.04% Add +0.2% 4,916 $295K
Great Waters Wealth Management 0.03% Add +4.2% 4,900 $294K
Aspen Wealth Strategies, LLC 0.16% No change 4,868 $292K
Colorado Capital Management, Inc. 0.11% Reduce -0.9% 4,844 $290K
Watts Gwilliam & Co., LLC 0.05% Add +0.1% 4,830 $289K
DHJJ Financial Advisors, Ltd. 0.10% Add +0.0% 4,827 $289K
Gerber, LLC 0.18% New 4,821 $289K
Magnolia Private Wealth, LLC 0.21% Reduce -18.9% 4,817 $289K
Wagner Wealth Management, LLC 0.07% No change 4,787 $287K
Indie Asset Partners, LLC 0.38% Add +1.0% 4,764 $285K
Insight Wealth Strategies, LLC 0.03% Add +0.4% 4,764 $285K
Spirepoint Private Client, LLC 0.03% No change 4,753 $285K
Seelaus Asset Management LLC 0.23% Add +6.2% 4,750 $285K
Canandaigua National Trust Co of Florida 0.23% No change 4,750 $285K
Richardson Capital Management LLC 0.14% Add +541.5% 4,747 $284K
Brightwater Advisory LLC 0.20% No change 4,747 $284K
Satovsky Asset Management LLC 0.06% Add +0.5% 4,731 $284K
OMNI 360 Wealth, Inc. 0.16% Reduce -0.0% 4,731 $283K
Thompson Davis & Co., Inc. 0.17% No change 4,730 $283K
Amplius Wealth Advisors, LLC 0.02% Add +0.0% 4,723 $283K
Caliber Wealth Management, LLC / KS 0.03% Add +15.8% 4,711 $282K
McIlrath & Eck, LLC 0.03% Add +1.0% 4,690 $281K
Security National Bank 0.04% Add +9.7% 4,682 $281K
Intelligent Financial Strategies 0.14% Reduce -33.3% 4,681 $280K
Cascade Investment Group, Inc. 0.18% Reduce -0.1% 4,643 $278K
High Net Worth Advisory Group LLC 0.07% Reduce -7.8% 4,641 $278K
Robinswood Financial LLC 0.09% Reduce -1.5% 4,637 $278K
Greenwich Wealth Management LLC 0.01% Add +10.6% 4,626 $277K
Investmark Advisory Group LLC 0.12% Reduce -0.7% 4,602 $276K
First Nebraska Trust Co 0.02% No change 4,596 $275K
Marino, Stram & Associates LLC 0.05% New 4,591 $275K
Mairs & Power Inc. 0.00% New 4,579 $274K
PUREfi Wealth, LLC 0.21% No change 4,562 $273K
Cadence Wealth Management LLC 0.14% Add +3.5% 4,536 $272K
Fjell Capital, LLC 0.24% No change 4,535 $272K
SP Asset Management LLC 0.02% Add +23.4% 4,509 $270K
FourThought Financial Partners, LLC 0.02% Add +26.9% 4,507 $270K
Brown Miller Wealth Management, LLC 0.08% No change 4,487 $269K
Cornerstone Wealth Group, LLC 0.02% Add +0.7% 4,481 $268K
Burns Matteson Capital Management, LLC 0.11% Add +10.3% 4,480 $268K
Members Trust Co 0.01% Reduce -30.4% 4,479 $268K
J2 Capital Management Inc 0.20% No change 4,474 $268K
Meridian Financial Advisors, LLC 0.15% Add +6.3% 4,453 $267K
Axim Planning & Wealth 0.21% Reduce -2.2% 4,441 $266K
Columbia Bank 0.07% Add +10.1% 4,381 $265K
Prudent Investors Network, Inc. 0.06% New 4,412 $264K
Noesis Capital Mangement Corp. 0.04% Add +19.4% 4,411 $264K
Bernardo Wealth Planning LLC 0.05% Add +0.3% 4,409 $264K
Truefg, LLC 0.07% Add +0.1% 4,400 $264K
WealthTrust Axiom LLC 0.07% No change 4,399 $264K
Copperleaf Capital, LLC 0.13% Add +7.9% 4,389 $263K
True Wealth Design, LLC 0.08% Add +4.3% 4,384 $263K
Beese Fulmer Investment Management, Inc. 0.02% No change 4,382 $263K
MPWM Advisory Solutions, LLC 0.16% No change 4,364 $262K
WJ Financial Advisors LLC 0.25% — 4,362 $261K
BlueChip Wealth Advisors LLC 0.11% Add +6.3% 4,341 $260K
Muirfield Wealth Advisors LLC 0.19% New 4,325 $259K
Morton Community Bank 0.06% New 4,238 $258K
Veracity Capital LLC 0.08% Reduce -7.1% 4,308 $258K
Frisch Financial Group, Inc. 0.06% No change 4,295 $257K
Community Bank & Trust, Waco, Texas 0.05% No change 4,297 $257K
Clarity Wealth Advisors, LLC 0.06% Reduce -26.8% 4,283 $257K
Lockerman Financial Group, Inc. 0.32% Reduce -0.8% 4,282 $257K
Elk River Wealth Management LLC 0.04% Add +14.5% 4,274 $256K
Silver Oak Advisory Group, Inc. 0.12% Add +0.1% 4,284 $256K
Argent Advisors, Inc. 0.08% No change 4,267 $256K
Quest 10 Wealth Builders, Inc. 0.24% Reduce -2.8% 4,258 $255K
Foster & Motley Inc. 0.01% Add +3.2% 4,235 $254K
Ullmann Wealth Partners Group, LLC 0.03% Reduce -1.9% 4,230 $253K
Schrum Private Wealth Management LLC 0.18% Add +2.8% 4,211 $252K
One Charles Private Wealth Services, LLC 0.07% No change 4,209 $252K
DF Dent & Co. Inc. 0.00% No change 4,202 $252K
USAdvisors Wealth Management, LLC 0.09% Add +4.8% 4,203 $251K
WealthCollab, LLC 0.12% No change 4,178 $250K
Echo Wealth Management, LLC 0.15% Reduce -1.8% 4,163 $249K
Capstone Wealth Management Group, LLC 0.11% Add +0.5% 4,155 $249K
Slagle Financial, LLC 0.09% Add +0.1% 4,125 $247K
SMART Wealth LLC 0.09% New 4,115 $247K
Lauterbach Financial Advisors, LLC 0.12% Add +0.5% 4,111 $246K
Hoxton Planning & Management, LLC 0.08% Reduce -3.4% 4,104 $246K
Disciplined Investors, L.L.C. 0.17% Add +1.0% 4,099 $246K
Barnes Pettey Financial Advisors, LLC 0.13% Add +0.1% 4,094 $245K
MBA Advisors LLC 0.10% Reduce -0.2% 4,091 $245K
Emergent Wealth Advisors, LLC 0.14% Add +0.4% 4,089 $245K
Tradewinds, LLC. 0.06% New 4,089 $245K
Balefire, LLC 0.05% Reduce -11.2% 4,087 $245K
Gries Financial LLC 0.04% New 4,087 $245K
Main Line Retirement Advisors, LLC 0.13% Add +0.5% 4,079 $244K
Madrona Financial Services, LLC 0.05% Reduce -1.2% 4,078 $244K
Ceera Investments, LLC 0.08% No change 4,069 $244K
Uniting Wealth Partners, LLC 0.06% New 4,052 $243K
Baltimore-Washington Financial Advisors, Inc. 0.01% Add +1.7% 4,034 $242K
Eastover Investment Advisors LLC 0.11% Reduce -17.5% 4,033 $242K
Theory Financial LLC 0.09% No change 3,937 $241K
Embree Financial Group 0.03% Reduce -33.5% 4,019 $241K
Noble Wealth Management PBC 0.13% — 4,018 $241K
Community Bank, N.A. 0.03% Add +4915.0% 4,012 $240K
Hedges Asset Management LLC 0.18% No change 4,000 $240K
Rock Point Advisors, LLC 0.06% Reduce -5.1% 4,000 $240K
Traphagen Investment Advisors LLC 0.02% New 3,997 $240K
Pavion Blue Capital, LLC 0.10% No change 3,995 $239K
Strait & Sound Wealth Management LLC 0.09% Reduce -37.7% 3,980 $238K
ABLE Financial Group, LLC 0.05% No change 3,971 $238K
Compass Capital Management, Inc. 0.01% New 3,971 $238K
Brooklyn Investment Group 0.03% No change 4,175 $237K
Jeppson Wealth Management, LLC 0.08% Add +0.1% 3,952 $237K
Legacy Wealth Asset Management, LLC 0.06% No change 3,949 $237K
Tactive Advisors, LLC 0.07% Reduce -4.9% 3,925 $235K
Formidable Asset Management, LLC 0.04% Add +1.8% 4,124 $235K
Mraz, Amerine & Associates, Inc. 0.04% No change 3,917 $235K
Excalibur Management Corp. 0.08% Reduce -3.9% 3,898 $234K
Carolina Wealth Advisors, LLC 0.10% Reduce -42.3% 3,888 $233K
GPS Wealth Strategies Group, LLC 0.02% Reduce -0.1% 3,884 $233K
Sharkey, Howes & Javer 0.03% Add +0.1% 3,881 $233K
Glen Eagle Advisors, LLC 0.03% Add +20.4% 3,859 $231K
JB Capital LLC 0.01% Reduce -15.9% 3,853 $231K
Alamar Capital Management, LLC 0.12% Reduce -1.3% 3,849 $231K
Ellis Investment Partners, LLC 0.04% Add +2.3% 3,847 $231K
Brown, Lisle/Cummings, Inc. 0.06% No change 3,842 $230K
Range Financial Group LLC 0.08% Add +1.3% 3,835 $230K
Circle Wealth Management, LLC 0.00% No change 3,823 $229K
High Probability Advisors, LLC 0.03% New 3,811 $228K
Cambiar Investors LLC 0.01% Add +3.8% 3,801 $228K
Quantum Financial Planning Services, Inc. 0.09% No change 3,798 $228K
Infinity Wealth Counsel, LLC 0.22% Add +0.0% 3,798 $228K
Red Door Wealth Management, LLC 0.02% New 3,796 $227K
Cambridge Financial Group, LLC 0.07% New 3,757 $225K
Marotta Asset Management 0.04% No change 3,696 $223K
Holderness Investments Co. 0.05% Add +0.6% 3,719 $223K
Winthrop Advisory Group LLC 0.02% Reduce -0.9% 3,713 $222K
Sulzberger Capital Advisors, Inc. 0.25% No change 3,700 $222K
Two West Capital Advisors LLC 0.13% Reduce -7.1% 3,618 $222K
Twin Peaks Wealth Advisors, LLC 0.08% Add +21.4% 3,692 $221K
Ames National Corp. 0.13% Reduce -1.3% 3,686 $221K
Clark Capital Management Group, Inc. 0.00% New 3,685 $221K
Dunhill Financial, LLC 0.07% Add +716.4% 3,682 $221K
Baldwin Investment Management, LLC 0.03% Reduce -1.9% 3,682 $221K
Qube Research & Technologies Ltd 0.00% New 3,677 $220K
Wedgewood Investors Inc. 0.24% No change 3,669 $220K
Syntegra Private Wealth Group, LLC 0.02% New 3,668 $220K
Burk Holdings LLC 0.12% New 3,662 $219K
Country Club Bank 0.01% Reduce -46.1% 3,666 $219K
Econ Financial Services Corp 0.11% Reduce -14.6% 3,639 $218K
Financial Guidance Group, Inc. 0.10% No change 3,639 $218K
Reyes Financial Architecture, Inc. 0.15% No change 3,636 $218K
Harbor Asset Planning, Inc. 0.19% Add +11.3% 3,615 $217K
Flagstone Financial Management 0.06% No change 3,596 $215K
Jackson Thornton Wealth Management, LLC 0.02% New 3,537 $215K
Reynders McVeigh Capital Management, LLC 0.01% Reduce -1.9% 3,595 $215K
AIFG Consultants Ltd. 0.38% Reduce -0.6% 3,587 $215K
Alaska Wealth Advisors, LLC 0.03% Reduce -19.8% 3,587 $215K
Investors Research Corp 0.04% Add +16.5% 3,576 $214K
Eagle Rock Investment Company, LLC 0.03% New 3,569 $214K
Canopy Partners, LLC 0.07% No change 3,568 $214K
Hibernia Wealth Partners, LLC 0.14% Reduce -50.0% 3,557 $213K
Pandora Wealth, Inc. 0.13% No change 3,555 $213K
Factor Wealth Management LTD 0.05% Add +0.2% 3,554 $213K
Figure 8 Investment Strategies LLC 0.19% New 3,543 $212K
Williamson Legacy Group, LLC 0.16% Reduce -0.3% 3,520 $211K
Private Wealth Advisors, LLC 0.08% New 3,513 $210K
Seek First Inc. 0.15% New 3,512 $210K
Nicholson Wealth Management Group, LLC 0.12% No change 3,510 $210K
Gables Capital Management Inc. 0.09% No change 3,509 $210K
Loudon Investment Management, LLC 0.11% Reduce -1.6% 3,506 $210K
Purkiss Capital Advisors LLC 0.10% Reduce -16.9% 3,505 $210K
Apeiron RIA LLC 0.05% Reduce -8.0% 3,475 $210K
RB Capital Management, LLC 0.05% New 3,495 $209K
Wallace Advisory Group, LLC 0.17% New 3,645 $208K
Cookson Peirce & Co. Inc. 0.01% New 3,466 $208K
Valley National Advisers Inc. 0.03% No change 3,456 $207K
Marshall Investment Management, LLC 0.11% New 3,444 $206K
Alkeme Wealth, LLC 0.09% New 3,441 $206K
Cohen Capital Management, Inc. 0.03% New 3,432 $206K
McElhenny Sheffield Capital Management, LLC 0.05% New 3,431 $206K
Eight 31 Financial, LLC 0.12% New 3,427 $205K
G&S Capital LLC 0.08% New 3,424 $205K
LM Advisors LLC 0.03% New 3,425 $205K
Moment Partners, LLC 0.04% Reduce -9.7% 3,387 $203K
Peterson Wealth Services 0.05% Reduce -99.9% 2 $203K
Kingdom Financial Group LLC. 0.12% New 3,385 $203K
Greenup Street Wealth Management LLC 0.03% Reduce -19.9% 3,381 $203K
Redwood Park Advisors LLC 0.15% No change 3,377 $202K
Vested Financial Planning, LLC 0.16% New 3,373 $202K
Wealth Alliance Advisory Group, LLC 0.04% Reduce -44.9% 3,360 $201K
Ewa, LLC 0.06% New 3,345 $200K
Evelyn Partners Asset Management Ltd 0.04% No change 3,182 $191K
Pacifica Partners Inc. 0.07% Reduce -16.8% 3,114 $188K
Bulwark Capital Corp 0.14% Add +20.6% 3,064 $184K
Nexus Investment Management ULC 0.03% No change 3,024 $181K
Rowlandmiller & Partners.adv 0.04% No change 3,000 $180K
Bogart Wealth, LLC 0.01% Add +0.1% 2,995 $179K
Ceeto Capital Group, LLC 0.05% New 2,973 $178K
Moisand Fitzgerald Tamayo, LLC 0.02% No change 2,936 $176K
Woodside Wealth Management LLC 0.14% No change 2,932 $176K
SIMA Wealth Partners, LLC 0.13% No change 2,912 $174K
Indiana Trust & Investment Management Co 0.05% No change 2,890 $173K
Duncker Streett & Co. Inc. 0.03% No change 2,852 $171K
SJS Investment Consulting Inc. 0.02% Reduce -3.8% 2,846 $171K
Tsfg, LLC 0.03% Add +0.3% 2,841 $170K
GoalVest Advisory LLC 0.03% No change 2,703 $162K
North Capital, Inc. 0.13% Add +0.0% 2,698 $162K
Creative Capital Management Investments LLC 0.05% Add +31.9% 2,672 $160K
Colonial Trust Advisors 0.01% No change 2,612 $157K
Harbor Investment Advisory, LLC 0.01% Add +2.9% 2,604 $156K
Coston, McIsaac & Partners 0.04% Reduce -0.0% 2,571 $154K
American Capital Advisory, LLC 0.07% Add +88.5% 2,569 $154K
Curio Wealth, LLC 0.06% Reduce -3.7% 2,552 $153K
Compass Financial Services Inc 0.07% Add +0.5% 2,536 $152K
TFC Financial Management, Inc. 0.02% Reduce -35.8% 2,480 $149K
Ascentis Wealth Management, LLC 0.04% Reduce -35.2% 2,476 $148K
Financial Consulate, Inc. 0.02% New 2,374 $142K
Orion Capital Management LLC 0.05% Add +158.1% 2,354 $141K
Strategic Wealth Partners, Ltd. 0.01% Add +96.9% 2,321 $139K
Trifecta Capital Advisors, LLC 0.02% No change 2,271 $136K
Central Pacific Bank - Trust Division 0.02% Reduce -16.2% 2,227 $133K
Future Financial Wealth Managment LLC 0.08% No change 2,220 $133K
Ameriflex Group, Inc. 0.05% Reduce -52.6% 2,187 $131K
Kelleher Financial Advisors 0.03% Reduce -79.6% 2,116 $127K
Farmers & Merchants Trust Co of Chambersburg PA 0.04% No change 2,097 $126K
IAG Wealth Partners, LLC 0.01% Reduce -12.2% 2,085 $125K
Promus Capital, LLC 0.08% No change 2,018 $121K
Steigerwald, Gordon & Koch Inc. 0.01% New 2,009 $120K
Clark Wealth Partners 0.07% Reduce -33.8% 1,914 $120K
Hemington Wealth Management 0.02% No change 1,990 $119K
Guerra Advisors Inc 0.04% New 1,963 $118K
Team Financial Group, LLC 0.05% Add +0.5% 1,929 $116K
Logan Capital Management Inc. 0.00% Add +17.3% 1,902 $114K
POM Investment Strategies, LLC 0.06% Add +92.6% 1,891 $113K
Evensky & Katz LLC 0.01% Reduce -1.3% 1,874 $112K
Concord Wealth Partners 0.02% Reduce -16.4% 1,848 $111K
Vestor Capital, LLC 0.01% Add +1544.1% 1,825 $109K
First Command Advisory Services, Inc. 0.00% Add +16.3% 1,814 $109K
Wealth Watch Advisors, INC 0.04% New 1,804 $108K
Legacy Wealth Managment, LLC 0.05% Reduce -16.3% 1,802 $108K
Accredited Wealth Management, LLC 0.08% Reduce -18.7% 1,435 $106K
Consultiva Wealth Management, Corp. 0.28% No change 1,684 $101K
Painted Porch Advisors LLC 0.04% Add +12.8% 1,655 $99K
MCF Advisors LLC 0.01% Add +7.5% 1,653 $99K
Winnacle Wealth LLC 0.08% New 1,625 $98K
Hantz Financial Services, Inc. 0.00% Add +11.1% 1,627 $97K
Jackson, Grant Investment Advisers, Inc. 0.03% Add +0.4% 1,593 $95K
Sittner & Nelson, LLC 0.03% No change 1,591 $95K
North Ridge Wealth Advisors, Inc. 0.05% Add +4.2% 1,557 $93K
Quent Capital, LLC 0.01% New 1,556 $93K
Paladin Advisory Group, LLC 0.07% No change 1,519 $91K
West Branch Capital LLC 0.02% No change 1,517 $91K
Ironwood Wealth Management, LLC. 0.03% Reduce -6.8% 1,507 $90K
LRI Investments, LLC 0.01% No change 1,501 $90K
JPL Wealth Management, LLC 0.02% New 1,467 $88K
Canton Hathaway, LLC 0.02% No change 1,460 $87K
Premier Financial Group 0.02% New 1,390 $83K
Hazlett, Burt & Watson, Inc. 0.03% Add +5.5% 1,373 $82K
Your Advocates Ltd., LLP 0.03% Reduce -6.2% 1,355 $81K
Wiser Advisor Group LLC 0.10% New 1,322 $79K
Marquette Asset Management, LLC 0.01% No change 1,313 $79K
ESL Trust Services, LLC 0.02% No change 1,284 $77K
DiNuzzo Private Wealth, Inc. 0.01% No change 1,293 $76K
Abich Financial Wealth Management LLC 0.03% — 1,266 $76K
Ramirez Asset Management, Inc. 0.01% No change 1,255 $75K
Bollard Group LLC 0.00% Add +0.5% 1,221 $73K
HFM Investment Advisors, LLC 0.03% Reduce -0.8% 1,184 $71K
Crews Bank & Trust 0.01% Add +36.7% 1,173 $70K
Dakota Community Bank & Trust NA 0.27% No change 1,161 $70K
RMG Wealth Management LLC 0.01% No change 1,134 $69K
Toth Financial Advisory Corp. 0.01% Add +70.1% 1,126 $67K
Aventura Private Wealth, LLC 0.02% Add +0.4% 1,116 $67K
Wolff Wiese Magana LLC 0.04% No change 1,111 $67K
Pacific Center for Financial Services 0.02% No change 1,106 $66K
Copia Wealth Management 0.05% No change 1,092 $65K
Lowe Wealth Advisors, LLC 0.02% No change 1,033 $62K
Westside Investment Management, Inc. 0.01% No change 1,017 $61K
Financial Freedom, LLC 0.03% No change 1,015 $61K
Hoey Investments, Inc. 0.01% No change 995 $60K
Atwood & Palmer Inc. 0.00% No change 971 $58K
Armstrong Advisory Group, Inc. 0.00% Add +16.5% 968 $58K
Addison Advisors LLC 0.01% Reduce -10.6% 965 $58K
Collier Financial 0.04% — 941 $56K
Field & Main Bank 0.02% No change 940 $56K
HighMark Wealth Management LLC 0.02% Add +12.9% 938 $56K
Kozak & Associates, Inc. 0.01% Add +91800.0% 919 $56K
Strengthening Families & Communities, LLC 0.01% New 918 $55K
Pension & Wealth Management Advisors, Inc. 0.02% Add +0.4% 908 $54K
KERR FINANCIAL PLANNING Corp 0.08% — 884 $54K
Kilter Group LLC 0.02% Add +1.4% 863 $52K
Measured Wealth Private Client Group, LLC 0.01% New 857 $51K
Versant Capital Management, Inc 0.01% No change 825 $49K
Piscataqua Savings Bank 0.04% No change 769 $46K
Albion Financial Group 0.00% No change 760 $46K
Roxbury Financial LLC 0.04% No change 747 $45K
Fairscale Capital, LLC 0.03% No change 747 $45K
Essential Partners LLC 0.01% No change 738 $44K
Keystone Financial Group, Inc. 0.02% No change 676 $41K
Lummis Asset Management, LP 0.03% No change 646 $39K
Nemes Rush Group LLC 0.00% Add +0.3% 637 $38K
LGT Financial Advisors LLC 0.08% Add +0.5% 625 $37K
Cloud Capital Management, LLC 0.02% New 618 $37K
IFS Advisors, LLC 0.02% No change 611 $37K
Cornerstone Planning Group LLC 0.01% Reduce -99.8% 445 $36K
Bruce G. Allen Investments, LLC 0.02% Reduce -34.5% 576 $35K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -4.7% 569 $34K
Ulland Investment Advisors, LLC 0.03% Add +75.6% 562 $34K
Kathleen S. Wright Associates Inc. 0.01% No change 563 $34K
Frazier Financial Advisors, LLC 0.02% Reduce -48.6% 542 $32K
Financial Network Wealth Advisors LLC 0.03% Add +0.4% 520 $31K
PFS Partners, LLC 0.01% Add +0.4% 504 $30K
Marshall & Sterling Wealth Advisors Inc. 0.02% No change 496 $30K
Eukles Asset Management 0.01% No change 491 $29K
Pinney & Scofield, Inc. 0.02% No change 490 $29K
Knuff & Co LLC 0.01% Reduce -18.4% 478 $29K
Tradewinds Capital Management, LLC 0.01% Add +0.4% 474 $28K
Strategic Investment Solutions, Inc. 0.01% Reduce -11.1% 463 $28K
GGM Financial LLC 0.01% New 457 $27K
Anfield Capital Management, LLC 0.01% Reduce -20.9% 449 $27K
CNB Bank 0.01% No change 422 $25K
Main Street Group, LTD 0.01% Reduce -53.8% 410 $25K
American Wealth Advisors, LLC 0.02% — 404 $24K
Gen-Wealth Partners Inc 0.01% No change 381 $23K
Strategic Advocates LLC 0.01% New 375 $22K
Northwest Capital Management Inc 0.02% No change 352 $21K
Toronto Dominion Bank 0.00% No change 350 $21K
Tidemark, LLC 0.01% Reduce -62.5% 345 $21K
Comprehensive Financial Planning, Inc. 0.01% No change 342 $20K
Hilltop National Bank 0.00% No change 330 $20K
Wealth Preservation Advisors, LLC 0.01% No change 322 $19K
Cedar Wealth Management, LLC 0.01% No change 318 $19K
Evergreen Private Wealth LLC 0.01% No change 302 $18K
Vermillion & White Wealth Management Group, LLC 0.01% No change 300 $18K
Cheviot Value Management, LLC 0.00% Reduce -2.1% 278 $17K
NFSG Corp 0.00% Add +0.3% 283 $17K
Corsicana & Co. 0.01% — 279 $17K
Costello Asset Management, INC 0.01% Add +0.4% 274 $16K
Mendota Financial Group, LLC 0.01% No change 266 $16K
Blume Capital Management, Inc. 0.00% Add +298.3% 239 $14K
New Millennium Group LLC 0.01% Reduce -9.6% 236 $14K
Aventus Investment Advisors, Inc. 0.01% Add +125.0% 216 $13K
Nalls Sherbakoff Group, LLC 0.01% No change 212 $13K
Investment Research & Advisory Group, Inc. 0.00% Add +0.5% 200 $12K
CGC Financial Services, LLC 0.00% No change 185 $11K
Winch Advisory Services, LLC 0.00% New 176 $11K
Financial Life Planners 0.01% New 171 $10K
Nova Wealth Management, Inc. 0.01% No change 167 $10K
LFA - Lugano Financial Advisors SA 0.00% New 146 $9K
Crowley Wealth Management, Inc. 0.01% No change 144 $9K
Gleason Group, Inc. 0.00% Add +0.7% 142 $9K
Delta Asset Management LLC 0.00% Reduce -48.0% 140 $8K
Prudent Man Investment Management, Inc. 0.00% No change 163 $8K
Bellevue Asset Management, LLC 0.00% Reduce -21.3% 129 $8K
MRP Capital Investments, LLC 0.01% No change 135 $8K
Millstone Evans Group, LLC 0.00% No change 114 $7K
Byrne Asset Management LLC 0.00% No change 100 $6K
Prestige Wealth Management Group LLC 0.00% No change 100 $6K
Smallwood Wealth Investment Management, LLC 0.00% No change 97 $6K
Family Legacy Financial Solutions, LLC 0.00% Reduce -56.0% 91 $5K
Tower View Wealth Management LLC 0.00% Add +1.2% 87 $5K
Activest Wealth Management 0.00% Add +87.0% 86 $5K
Vermillion Wealth Management, Inc. 0.00% Add +95.1% 80 $5K
Innovative Advisory Group, LLC 0.00% No change 74 $4K
Zeit Capital LLC 0.00% No change 64 $4K
Dagco, Inc. 0.00% No change 52 $3K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Reduce -99.5% 40 $2K
SRH Advisors, LLC 0.00% No change 35 $2K
SOA Wealth Advisors, LLC. 0.00% No change 34 $2K
Imprint Wealth LLC 0.01% — 26 $2K
Bernard Wealth Management Corp. 0.00% New 19 $1K
First Community Trust NA 0.00% No change 14 $839
Spurstone Advisory Services, LLC 0.01% No change 9 $539
Quaker Wealth Management, LLC 0.00% No change 8 $480
Financial Gravity Asset Management, Inc. 0.00% — 6 $360
Rakuten Securities, Inc. 0.00% Reduce -98.7% 4 $240
Tower Research Capital LLC (TRC) 0.00% Reduce -99.8% 1 $60
Transce3nd, LLC 0.00% Reduce -98.5% 486 $0

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