Vanguard Ftse Developed ETFVEAETF

13F holders, Q4 2025 (December 31)
2,834holders +263
130new positions
56sold out
6famous investors
$62.48avg. 13F price*

At the end of Q4 2025, 2,834 institutions reported holding Vanguard Ftse Developed ETF (VEA) in their 13F filings, up 263 from Q3 2025. 130 opened new positions and 56 sold out. The largest holders were Bank of America Corp. ($12.9B), Betterment LLC ($8.7B) and Creative Planning ($7.8B). 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions130$742.3M
Exits56$150.8M

All 13F filers, Q3 2025 → Q4 2025: 137,249,845 shares bought and 53,550,997 shares sold, net +83,698,848 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,834 holders

Bank of America Corp. 0.94% Add +2.1% 205,758,023 $12.9B
Betterment LLC 16.49% Add +0.8% 138,588,366 $8.7B
Creative Planning 5.55% Reduce -3.0% 124,175,031 $7.8B
Morgan Stanley 0.34% Add +44.0% 90,491,038 $5.7B
Envestnet Asset Management Inc. 1.42% Reduce -7.8% 76,401,735 $4.8B
Wells Fargo & Company 0.79% Add +1.3% 64,314,341 $4.0B
Northwestern Mutual Wealth Management Co. 2.44% Add +6.5% 61,886,335 $3.9B
Wealthfront Advisers LLC 8.19% Add +0.6% 58,685,582 $3.7B
Jones Financial Companies LLLP 2.02% Add +3.1% 52,908,486 $3.3B
Northern Trust Corp. 0.41% Add +6.1% 51,950,297 $3.2B
WealthNavi Inc. 27.35% Add +1.5% 49,538,873 $3.1B
Royal Bank of Canada 0.46% Add +1.8% 42,271,448 $2.6B
Mercer Global Advisors Inc. 3.32% Add +4.3% 34,844,186 $2.2B
Mariner, LLC 2.45% Add +4.0% 32,997,394 $2.1B
Captrust Financial Advisors 3.58% Add +5.7% 30,166,421 $1.9B
LPL Financial LLC 0.49% Add +0.3% 28,541,648 $1.8B
Goldman Sachs Group Inc. 0.25% Reduce -1.8% 28,224,383 $1.8B
Corient Private Wealth LP 2.35% Add +13.7% 27,743,539 $1.7B
UBS Group AG 0.34% Reduce -1.3% 27,524,012 $1.7B
Sei Investments Co. 1.58% Reduce -0.7% 25,669,235 $1.6B
Vanguard Group Inc. 0.02% Add +6.2% 23,397,538 $1.5B
Tiaa Trust, National Association 3.06% Add +0.6% 20,427,521 $1.3B
Baird Financial Group, Inc. 1.96% Add +8.7% 20,114,092 $1.3B
Jasper Ridge Partners, L.P. 27.38% Reduce -4.7% 19,780,576 $1.2B
Cerity Partners LLC 1.76% Add +3.6% 19,343,762 $1.2B
Commonwealth Equity Services, LLC 1.42% Reduce -2.5% 17,014,674 $1.1B
FMR LLC 0.05% Reduce -0.8% 15,605,899 $974.9M
Rwa Wealth Partners, LLC 10.49% Add +6.2% 15,365,116 $959.9M
Facet Wealth, Inc. 15.88% Add +11.3% 13,444,679 $897.0M
JPMorgan Chase & Co. 0.06% Add +2.9% 14,279,977 $892.1M
Raymond James Financial Inc. 0.28% Add +6.1% 14,278,396 $892.0M
Bank of New York Mellon Corp 0.16% Add +0.3% 14,091,113 $880.3M
Wealthspire Advisors, LLC 6.75% Reduce -45.8% 13,581,933 $848.5M
Nicholas Hoffman & Company, LLC. 18.50% Add +0.3% 12,768,794 $797.7M
Ameriprise Financial Inc. 0.18% Reduce -1.2% 12,559,141 $784.1M
Envestnet Portfolio Solutions, Inc. 2.64% Add +1.5% 12,029,160 $751.5M
Valmark Advisers, Inc. 9.20% Add +1.5% 11,930,938 $745.3M
Manufacturers Life Insurance Company, The 0.60% Reduce -0.5% 11,558,138 $722.2M
US Bancorp \de 0.84% Reduce -1.2% 11,411,762 $712.9M
HighTower Advisors, LLC 0.76% Add +2.1% 11,092,054 $692.9M
Moneta Group Investment Advisors LLC 5.23% Add +1.5% 11,055,006 $690.6M
SCS Capital Management LLC 6.28% Reduce -3.2% 9,489,679 $592.8M
Fisher Asset Management 0.20% Add +0.4% 9,468,021 $591.5M
Cambridge Associates LLC /Ma/ 9.35% Add +9.6% 9,146,753 $571.4M
Stifel Financial Corp. 0.51% Reduce -7.4% 8,991,350 $561.7M
PNC Financial Services Group, Inc. 0.29% Add +2.8% 8,503,607 $531.2M
HBK Sorce Advisory LLC 12.02% Add +1.0% 7,766,637 $523.2M
MML Investors Services, LLC 1.27% Add +11.1% 8,346,613 $521.4M
Regions Financial Corp. 3.21% Add +1.8% 8,032,715 $501.8M
Cliftonlarsonallen Wealth Advisors, LLC 7.51% Add +3.0% 7,957,746 $497.1M
Focus Partners Wealth 0.56% Add +43.8% 7,879,679 $491.9M
Cetera Investment Advisers 0.52% Add +5.3% 7,684,136 $480.0M
Wit, LLC 9.38% Add +89.0% 7,490,656 $467.9M
Country Trust Bank 8.29% Add +33.8% 7,328,295 $457.8M
Jane Street Group, LLC 0.53% Add +1309.4% 7,027,316 $439.0M
Keybank National Association 1.41% Reduce -4.5% 6,283,595 $392.5M
JMG Financial Group, Ltd. 10.89% Reduce -0.3% 6,204,833 $387.6M
Voya Investment Management LLC 0.41% Add +20.5% 5,763,869 $360.1M
M&T Bank Corp 1.14% Add +0.6% 5,662,009 $353.7M
Modera Wealth Management, LLC 3.98% Reduce -1.9% 5,505,632 $343.9M
CIBC Private Wealth Group LLC 0.56% Add +13.0% 5,308,961 $331.7M
Assetmark, Inc. 0.67% Reduce -3.0% 5,268,081 $329.1M
Alliancebernstein L.P. 0.10% Add +10.8% 5,264,817 $328.9M
Ballentine Partners, LLC 4.32% Reduce -2.6% 4,926,140 $307.7M
Osaic Holdings, Inc. 0.44% Add +2.5% 4,857,553 $303.5M
Fiduciary Trust Co 3.42% Reduce -1.1% 4,821,786 $301.2M
Westwood Holdings Group Inc. 2.45% Add +9.9% 4,754,095 $297.0M
Nearwater Capital Markets, Ltd 5.04% New 4,714,850 $294.5M
Pathstone Holdings, LLC 1.13% Add +2.2% 4,694,360 $293.3M
Rockefeller Capital Management L.P. 0.52% Add +14.1% 4,662,433 $291.3M
Ally Invest Advisors Inc. 19.85% Add +0.7% 4,604,747 $287.7M
State of Tennessee, Department of Treasury 0.91% Reduce -0.8% 4,321,161 $286.1M
Nepc LLC 6.09% Add +66.2% 4,575,987 $285.9M
Vantagepoint Investment Advisers LLC 2.29% Reduce -1.6% 4,562,001 $285.0M
MAI Capital Management 1.61% Add +4.7% 4,455,575 $278.3M
Wedmont Private Capital 9.56% Add +9.4% 4,308,564 $275.2M
Linscomb Wealth, Inc. 11.50% Add +2.8% 4,383,551 $273.8M
TFO Wealth Partners, LLC 40.82% Reduce -0.5% 4,366,497 $272.8M
Bridges Investment Management Inc. 3.30% Add +3.9% 4,165,019 $260.2M
Wilmington Savings Fund Society, FSB 6.08% Add +2.0% 4,142,828 $258.8M
Truist Financial Corp. 0.32% Add +12.2% 3,876,842 $242.2M
Pinnacle Financial Partners, Inc. 1.81% — 3,840,165 $239.9M
BlackRock, Inc. 0.00% Add +1113.7% 3,812,926 $238.2M
Bank of Hawaii 11.62% Reduce -0.6% 3,763,436 $235.1M
Savant Capital, LLC 1.32% Add +4.9% 3,710,957 $231.8M
Johnson Financial Group, LLC 14.14% Add +47.5% 3,658,192 $228.5M
D.A. Davidson & Co. 1.39% Add +0.4% 3,630,720 $226.8M
Truepoint, Inc. 5.05% Reduce -2.9% 3,589,070 $224.2M
Janney Montgomery Scott LLC 0.51% Reduce -0.6% 3,579,131 $223.6M
Farmers & Merchants Investments Inc. 6.13% Add +5.5% 3,549,570 $221.7M
BLB&B Advisors, LLC 9.09% Add +3.5% 3,479,727 $217.4M
DV Equities, LLC 38.26% — 3,385,845 $211.5M
Wealth Enhancement Advisory Services, LLC 0.28% Add +1.1% 3,254,229 $208.7M
BNP Paribas Financial Markets 0.13% Add +1062.8% 3,210,182 $200.5M
Fifth Third Bancorp 0.63% Add +3.1% 3,193,149 $199.5M
Blair William & Co. 0.53% Add +3.4% 3,148,531 $196.7M
Cambridge Investment Research Advisors, Inc. 0.52% Reduce -6.4% 3,128,031 $195.4M
National Bank of Canada 0.20% Add +257.7% 3,081,773 $192.5M
Beacon Pointe Advisors, LLC 1.33% Add +23.3% 3,037,258 $189.7M
Tanglewood Wealth Management, Inc. 16.76% Add +6.6% 2,925,381 $182.7M
Victory Capital Management Inc. 0.10% Reduce -2.7% 2,819,462 $176.1M
Acropolis Investment Management, LLC 7.90% Add +1.5% 2,812,424 $175.7M
Foster Group, Inc. 5.29% Add +1.6% 2,799,343 $174.9M
Freestone Capital Holdings, LLC 5.16% Add +1.2% 2,785,505 $174.0M
Lincoln National Corp. 5.02% Add +2.2% 2,746,278 $171.6M
Farther Finance Advisors, LLC 1.75% Add +29.8% 2,615,643 $163.4M
Coldstream Capital Management Inc. 2.08% Reduce -2.9% 2,562,638 $160.1M
Davis R M Inc. 2.67% Add +14.0% 2,482,285 $155.1M
BOK Financial Private Wealth, Inc. 9.49% Add +2.0% 2,481,695 $155.0M
Aptus Capital Advisors, LLC 1.30% Add +13.0% 2,447,979 $152.9M
Orion Porfolio Solutions, LLC 1.11% Add +3.7% 2,431,969 $151.9M
Eastern Bank 2.62% Add +3.5% 2,427,295 $151.6M
Keewaydin Investments LLC 39.02% — 2,347,487 $146.6M
Clark Asset Management, LLC 15.18% Add +7.3% 2,341,248 $146.3M
NewEdge Advisors, LLC 0.53% Add +7.7% 2,329,131 $145.5M
Plante Moran Financial Advisors, LLC 9.03% Add +8.0% 2,282,614 $142.6M
Wellington Management Group LLP 0.03% Add +117.3% 2,277,980 $142.3M
Capitolis Liquid Global Markets LLC 0.85% New 2,275,100 $142.1M
Hills Bank & Trust Co 8.09% Add +1.0% 2,226,081 $139.1M
Oakworth Capital, Inc. 7.58% Add +0.7% 2,221,405 $138.8M
Sigma Investment Counselors Inc. 7.05% Add +16.7% 2,221,205 $138.8M
Glenmede Trust Co. NA 0.65% — 2,188,111 $136.7M
Robertson Stephens Wealth Management, LLC 3.81% Add +5.7% 2,162,844 $135.1M
Hirtle & Co., LLC 5.18% Add +4.8% 2,155,133 $134.6M
First Financial Bankshares Inc 2.65% Reduce -2.2% 2,110,603 $131.8M
Steele Capital Management, Inc. 5.66% Add +2.9% 2,110,333 $131.8M
Evoke Wealth, LLC 2.46% Add +9.5% 2,044,257 $127.7M
Summit Trail Advisors, LLC 2.19% Reduce -22.7% 2,031,147 $126.9M
Johnson Investment Counsel Inc. 1.03% Add +6.5% 2,025,712 $126.5M
Jabodon PT Co. 16.34% New 1,976,178 $123.5M
Old National Bancorp 2.04% Add +5.5% 1,964,506 $122.7M
Fusion Family Wealth, LLC 9.20% Add +1.6% 1,944,094 $121.4M
TD Waterhouse Canada Inc. 0.74% Add +16.3% 1,916,820 $119.7M
Comerica Bank 0.46% Add +1.8% 1,851,395 $115.7M
Badgley Phelps Wealth Managers, LLC 2.09% Add +1.3% 1,822,448 $113.8M
Employees Retirement System of Texas 1.07% Reduce -73.1% 1,798,331 $112.3M
Cresset Asset Management, LLC 0.48% Add +3.0% 1,797,699 $112.3M
PDS Planning, Inc 7.39% Reduce -0.1% 1,770,112 $110.6M
Citizens Financial Group Inc. 1.46% Add +11.1% 1,740,735 $108.7M
Apella Capital, LLC 2.14% Add +6.9% 1,735,240 $108.4M
Citigroup Inc. 0.07% Reduce -63.4% 1,705,959 $106.6M
Agf Management Ltd. 0.45% Add +6.0% 1,662,448 $103.9M
DT Investment Partners, LLC 8.52% Add +1.2% 1,647,863 $102.9M
Rebalance, LLC 5.88% Add +1.4% 1,611,305 $100.7M
Sofi Wealth, LLC 5.01% Add +3.9% 1,608,390 $100.5M
Midwest Trust Co 1.24% Add +7.1% 1,585,564 $99.1M
Litman Gregory Wealth Management LLC 7.24% Reduce -3.3% 1,583,314 $98.9M
CreativeOne Wealth, LLC 2.39% Add +3.5% 1,576,808 $98.5M
MassMutual Private Wealth & Trust, FSB 2.52% Reduce -2.1% 1,564,564 $97.7M
Pure Financial Advisors, LLC 1.45% Reduce -1.1% 1,544,139 $96.5M
Brown Advisory Inc. 0.13% Add +38.0% 1,522,216 $95.1M
Bank of Montreal 0.04% Add +0.6% 1,501,374 $93.8M
Laird Norton Wetherby Trust Company, LLC 1.95% Add +263.6% 1,500,723 $93.8M
Woodmont Investment Counsel LLC 5.85% Add +4.3% 1,494,152 $93.3M
Arbor Investment Advisors, LLC 11.94% Reduce -1.4% 1,452,866 $90.8M
Kohmann Bosshard Financial Services, LLC 8.16% Add +14.3% 1,431,087 $89.6M
Thrivent Financial for Lutherans 0.16% Add +90.9% 1,419,834 $88.9M
Waverly Advisors, LLC 0.72% Add +10.8% 1,418,311 $88.6M
Whittier Trust Co. 0.95% Reduce -0.8% 1,362,811 $87.4M
Elwood & Goetz Wealth Advisory Group, LLC 15.34% Add +4.5% 1,396,767 $87.3M
Kestra Advisory Services, LLC 0.36% Add +15.6% 1,383,454 $86.4M
Patriot Investment Management Group, Inc. 5.47% Add +2.3% 1,382,059 $86.3M
Alps Advisors Inc. 0.49% Reduce -0.7% 1,341,636 $83.8M
Allen Investment Management, LLC 0.93% Add +2.8% 1,340,479 $83.7M
Choreo, LLC 1.06% Reduce -2.4% 1,329,679 $83.5M
Commerce Bank 0.46% Add +5.2% 1,319,691 $82.4M
Peapack Gladstone Financial Corp. 1.03% Add +3.6% 1,314,164 $82.1M
Connable Office Inc. 7.47% Reduce -3.5% 1,303,791 $81.4M
Planning Alternatives Ltd. 10.11% Reduce -1.4% 1,285,360 $80.3M
Mission Wealth Management, LP 1.62% Reduce -2.8% 1,270,516 $79.4M
Wallington Asset Management, LLC 10.05% Reduce -0.2% 1,268,139 $79.2M
New York Life Investment Management LLC 0.68% Add +14.6% 1,265,937 $79.1M
Gilbert & Cook, Inc. 9.88% Reduce -0.4% 1,258,426 $78.6M
Proffitt & Goodson Inc. 10.97% Add +0.5% 1,256,430 $78.5M
Lockheed Martin Investment Management Co. 2.61% No change 1,250,000 $78.1M
LVW Advisors, LLC 7.91% Reduce -0.7% 1,249,244 $78.0M
Human Investing LLC 10.99% Add +2.9% 1,245,935 $77.8M
Atria Investments, Inc 0.88% Add +1.1% 1,242,168 $77.6M
TD Asset Management Inc 0.06% Add +10.8% 1,234,627 $77.1M
Lido Advisors, LLC 0.30% Add +29.4% 1,249,933 $76.1M
Compound Planning, Inc. 2.24% Add +0.3% 1,214,523 $75.9M
Arvest Bank Trust Division 4.02% Add +7.3% 1,189,476 $74.3M
&partners 0.39% Add +42.1% 1,181,652 $74.0M
Connecticut Wealth Management, LLC 3.21% Add +4.8% 1,180,706 $73.8M
CENTRAL TRUST Co 1.44% Add +7.8% 1,178,890 $73.6M
Auto-Owners Insurance Co 1.55% Add +12.7% 1,178,750 $73.6M
Private Advisor Group, LLC 0.34% Add +21.9% 1,173,314 $73.3M
Inherent Management Corp. 37.55% No change 1,171,437 $73.2M
Vision Capital Management, Inc. 8.75% Add +0.5% 1,161,767 $72.6M
Klingman & Associates, LLC 3.45% Add +7.0% 1,145,549 $71.6M
Legacy Private Trust Co. 4.21% Add +0.6% 1,144,197 $71.5M
Adventist Health System/ West 11.88% No change 1,131,440 $70.7M
Signaturefd, LLC 1.07% Add +0.6% 1,122,673 $70.1M
Tanager Wealth Management LLP 6.95% Reduce -3.7% 1,114,111 $69.6M
WestHill Financial Advisors, Inc. 13.18% Add +0.8% 1,110,703 $69.4M
West Financial Advisors, LLC 11.61% Reduce -2.1% 1,101,503 $68.8M
NewEdge Wealth, LLC 0.77% Add +345.4% 1,096,874 $68.5M
Fulton Breakefield Broenniman LLC 4.30% Add +35.2% 1,089,937 $68.1M
Bokf, NA 1.04% Reduce -3.4% 1,083,730 $67.7M
Whittier Trust Co. of Nevada Inc. 1.40% Add +2.7% 1,053,011 $67.5M
Charles Schwab Trust Co 4.43% Reduce -1.8% 1,079,970 $67.5M
Oakwell Private Wealth Management, LLC 12.24% Add +4.1% 1,049,888 $65.6M
EverSource Wealth Advisors, LLC 2.42% Reduce -2.1% 1,049,797 $65.6M
Trilogy Capital Inc. 2.92% Add +0.7% 1,046,626 $65.4M
Allspring Global Investments Holdings, LLC 0.11% Reduce -0.0% 1,029,945 $65.1M
Sepio Capital, LP 3.55% Add +2.0% 1,036,937 $64.8M
Brookstone Capital Management 0.73% Add +10.3% 1,024,040 $64.0M
Jacobsen Capital Management 20.71% Add +2.4% 1,014,776 $63.4M
Strategic Investment Advisors / MI 5.48% Add +0.2% 1,014,172 $63.4M
Keel Point, LLC 3.81% Add +5.1% 1,012,021 $63.2M
Kathmere Capital Management, LLC 4.19% Add +1.1% 995,410 $62.2M
Simon Quick Advisors, LLC 2.70% Add +16.7% 990,514 $61.9M
Pine Ridge Advisers LLC 4.24% No change 984,266 $61.5M
Kwmg, LLC 5.29% Reduce -0.7% 982,599 $61.4M
Coyle Financial Counsel LLC 13.08% Add +2.3% 979,288 $61.2M
Welch & Forbes LLC 0.73% Reduce -1.5% 967,383 $60.4M
UMB Bank, n.a. 0.80% Add +0.3% 966,458 $60.4M
AQR Capital Management 0.03% Add +11.4% 959,729 $60.0M
Avion Wealth 12.48% Reduce -2.5% 952,318 $59.5M
Ellenbecker Investment Group 8.33% Add +13.1% 951,754 $59.5M
Financial Advisors Network, Inc. 8.11% Reduce -1.4% 947,187 $59.2M
Merit Financial Group, LLC 0.47% Add +1.2% 940,699 $58.8M
Meeder Advisory Services, Inc. 2.50% Reduce -2.9% 932,957 $58.3M
Sequoia Financial Advisors, LLC 0.32% Reduce -0.5% 926,457 $57.9M
Financial Synergies Wealth Advisors, Inc. 5.59% Add +1.9% 926,276 $57.9M
EP Wealth Advisors, LLC 0.30% — 925,697 $57.8M
Wealth Architects, LLC 5.21% Reduce -1.4% 925,625 $57.8M
Chandler Asset Management, Inc. 9.12% Add +0.9% 922,703 $57.6M
Beacon Investment Advisory Services, Inc. 2.35% Reduce -1.1% 922,677 $57.6M
Citizens Business Bank 9.50% Add +1.1% 920,192 $57.5M
Bryn Mawr Trust Advisors, LLC 2.75% Add +6.9% 915,172 $57.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.02% Add +1.1% 908,989 $56.8M
Heartwood Wealth Advisors LLC 5.19% Add +1.1% 901,342 $56.3M
Exchange Traded Concepts, LLC 0.46% Add +10.9% 888,805 $55.5M
Gemmer Asset Management LLC 4.27% Add +2.6% 887,584 $55.4M
Allworth Financial LP 0.23% Add +87.2% 886,695 $55.4M
Seaside Wealth Management, Inc. 15.76% Add +1.4% 884,270 $55.2M
REAP Financial Group, LLC 11.13% Add +8.2% 877,055 $54.8M
Chai Trust Co. LLC 4.71% Add +5.7% 874,885 $54.7M
Lowe Brockenbrough & Co. Inc. 2.69% Add +7.6% 873,231 $54.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3.24% Add +4.4% 867,832 $54.2M
Alesco Advisors, LLC, An ESL Co 1.40% Reduce -0.8% 864,100 $54.0M
Arvest Investments, Inc. 7.56% Add +2.6% 861,470 $53.8M
Riverpoint Wealth Management Holdings, LLC 11.54% Add +0.7% 860,232 $53.7M
Steward Partners Investment Advisory, LLC 0.29% Add +3.6% 854,504 $53.4M
Petredis Investment Advisors LLC 4.18% Reduce -0.1% 853,094 $53.3M
Consolidated Portfolio Review Corp 4.53% Add +349.0% 839,410 $52.4M
McKinley Carter Wealth Services, Inc. 2.93% Reduce -14.3% 838,536 $52.4M
Park Avenue Securities LLC 0.44% Add +2.5% 831,843 $52.0M
Capital Planning Advisors, LLC 6.91% Add +2.4% 827,165 $51.7M
OLIO Financial Planning 14.48% Add +1.9% 826,598 $51.6M
Arlington Trust Co LLC 5.25% Reduce -2.1% 824,926 $51.5M
Sageworth Trust Co 2.20% Add +2.9% 822,354 $51.4M
Composition Wealth, LLC 0.74% Reduce -3.7% 820,987 $51.3M
Parker Financial LLC 20.70% Reduce -1.6% 816,906 $51.0M
Hanson & Doremus Investment Management 6.11% Add +2.1% 813,857 $50.8M
Raffa Wealth Management, LLC 7.79% Add +0.4% 810,680 $50.6M
Keener Financial Planning LLC 21.75% Add +4.8% 805,831 $50.3M
Tidal Investments LLC 0.21% Add +71.6% 798,816 $49.9M
Whitcomb & Hess, Inc. 11.75% Add +1.0% 771,651 $49.8M
First Bank & Trust 8.08% No change 794,444 $49.6M
Range Advisory, LLC 12.76% — 792,232 $49.5M
Trust Co 4.64% Add +1.2% 791,340 $49.4M
Mutual Advisors, LLC 1.05% Add +5.8% 782,065 $48.9M
Efficient Advisors, LLC 2.84% Reduce -0.1% 779,733 $48.7M
GP Brinson Investments LLC 20.93% No change 777,776 $48.6M
Partners in Financial Planning 8.22% Add +0.3% 777,465 $48.6M
Financial Advisory Corp 7.05% Reduce -3.3% 776,222 $48.5M
Tectonic Advisors LLC 2.55% Add +8.3% 773,024 $48.3M
Cliffwater LLC 10.10% No change 770,181 $48.1M
Perkins Coie Trust Co 8.83% Reduce -0.1% 758,665 $47.4M
McMorgan & Co. LLC 7.82% Add +1.7% 755,421 $47.2M
Sanctuary Advisors, LLC 0.26% Add +8.1% 755,278 $47.2M
Nicolet Advisory Services, LLC 3.15% Add +27.8% 720,525 $46.8M
TLT Family Holdco ULC 5.13% Reduce -15.3% 748,200 $46.7M
Matrix Trust Co 7.63% Add +2.0% 739,497 $46.2M
PACK Private Wealth, LLC 21.10% Add +1.7% 738,661 $46.1M
Old Mission Investment Co LLC 11.04% Add +0.3% 737,749 $46.1M
Journey Advisory Group, LLC 3.84% Add +16.1% 730,840 $45.7M
Beaird Harris Wealth Management, LLC 3.14% Add +1.6% 729,098 $45.5M
Greenwood Gearhart LLC 2.50% Add +1.2% 728,016 $45.5M
Financial Planning Navigators CORP 20.69% — 721,490 $45.1M
Roble, Belko & Company, Inc 5.88% Reduce -0.7% 717,726 $44.8M
Summit Financial, LLC 0.66% Add +3.5% 716,748 $44.8M
Brooklyn FI, LLC 9.57% Add +2.0% 715,806 $44.7M
Wolff Financial Management LLC 10.00% Add +2.7% 711,722 $44.5M
Grey Fox Wealth Advisors, LLC 9.07% Add +8.0% 709,603 $44.3M
SoundView Advisors Inc. 15.32% Add +5.8% 702,923 $43.9M
Roof Eidam Maycock Peralta, LLC 9.93% Add +1.6% 701,500 $43.8M
Focus Partners Advisor Solutions, LLC 0.54% Add +6.3% 701,166 $43.8M
Signal Advisors Wealth, LLC 3.47% Add +9.7% 699,616 $43.7M
Nadler Financial Group, Inc. 4.06% Add +7.1% 699,065 $43.7M
RPTC Inc. 7.26% Add +1.7% 692,632 $43.3M
Acorn Financial Advisory Services Inc. 6.33% Add +3.1% 686,391 $42.9M
Cibc World Market Inc. 0.08% Reduce -0.6% 683,371 $42.7M
Tompkins Financial Corp. 3.32% Add +7.7% 682,579 $42.6M
Noble Family Wealth, LLC 8.98% Add +6.7% 682,103 $42.6M
Fiduciary Wealth Partners, LLC 17.32% Add +3.6% 676,059 $42.2M
First Western Trust Bank 2.07% Reduce -9.2% 674,831 $42.2M
Kaydan Wealth Management, Inc. 12.15% Reduce -1.0% 672,129 $42.0M
Global Retirement Partners, LLC 0.74% Add +65.2% 671,861 $42.0M
Cahill Financial Advisors Inc. 4.58% Add +14.9% 669,988 $41.9M
Permanent Capital Management, LP 8.13% Add +1.7% 667,846 $41.7M
49 Wealth Management, LLC 3.38% Add +16.9% 665,161 $41.6M
MBB Public Markets I LLC 4.32% No change 662,117 $41.4M
Founders Financial Securities LLC 2.42% Add +23.3% 657,516 $41.1M
Cantor Fitzgerald Investment Advisors L.P. 3.01% Reduce -1.0% 650,057 $40.6M
Fi3 FINANCIAL ADVISORS, LLC 12.39% Reduce -2.6% 648,298 $40.5M
Ameritas Investment Partners, Inc. 1.23% Reduce -2.5% 646,329 $40.4M
Moody National Bank Trust Division 3.88% Add +17.6% 645,217 $40.3M
Nelson Capital Management, LLC 4.70% Add +1.6% 643,177 $40.2M
Wealth Management Strategies, Inc. 18.38% Add +8.1% 639,020 $39.9M
Clarius Group, LLC 2.26% Reduce -1.6% 633,333 $39.6M
Arrowstreet Capital, Limited Partnership 0.02% Add +9.3% 633,300 $39.6M
JRM Investment Counsel, LLC 11.51% Add +2.0% 631,723 $39.5M
Meridian Management Co. 9.71% Add +9.9% 627,592 $39.2M
Weitzel Financial Services, Inc. 14.97% Add +1.6% 612,103 $38.7M
Benjamin Edwards Inc. 0.43% Add +6.7% 618,694 $38.7M
Avior Wealth Management, LLC 1.20% Add +2.1% 619,257 $38.6M
Windward Private Wealth Management Inc. 13.35% Reduce -4.2% 616,922 $38.5M
Arax Advisory Partners 1.12% Reduce -41.8% 616,144 $38.5M
Conrad Siegel Investment Advisors, Inc. 7.30% Add +19.9% 615,924 $38.5M
Integris Wealth Management, LLC 8.73% Add +4.6% 614,222 $38.4M
Attessa Capital LLC 20.95% Add +6.9% 613,471 $38.3M
Cascade Financial Partners, LLC 3.88% Reduce -4.3% 612,549 $38.3M
Wiser Wealth Management, Inc 8.49% Add +0.7% 611,360 $38.2M
Ellevest, Inc. 5.26% Reduce -1.7% 608,408 $38.0M
Praetorian Wealth Management, Inc. 7.48% Add +0.6% 603,148 $37.7M
Bank Hapoalim BM 3.38% No change 603,000 $37.7M
Evolution Advisers, Inc. 16.26% Add +2.5% 601,143 $37.6M
Natixis Advisors, LLC 0.05% Reduce -8.6% 600,391 $37.5M
Penobscot Wealth Management 11.46% Add +2.3% 593,408 $37.1M
Manning & Napier Advisors LLC 0.48% Add +4.4% 589,532 $37.0M
Harbour Investments, Inc. 0.75% Add +9.5% 588,781 $36.8M
Arcadia Wealth Management, LLC 13.62% Add +9.6% 585,907 $36.6M
Galvin, Gaustad & Stein, LLC 2.89% Add +1.1% 584,362 $36.5M
Strid Group, LLC 4.54% Add +4.8% 583,541 $36.5M
Horizon Investments, LLC 0.46% Add +11.8% 582,877 $36.4M
Wealthcare Advisory Partners LLC 0.71% Reduce -5.1% 577,144 $36.1M
Advisors Capital Management, LLC 0.43% Reduce -4.8% 575,203 $35.9M
Relyea Zuckerberg Hanson LLC 3.62% Add +14.8% 574,332 $35.9M
Apriem Advisors 3.29% Reduce -0.9% 573,649 $35.8M
World Investment Advisors 0.59% Add +42.5% 573,388 $35.8M
D'Orazio & Associates, Inc. 4.56% Add +1.2% 571,381 $35.7M
Mayport, LLC 7.18% Add +3.6% 570,460 $35.6M
Choate Investment Advisors 0.70% Add +10.8% 569,722 $35.6M
Savvy Advisors, Inc. 1.15% Add +25.8% 568,020 $35.5M
1ST Source Bank 1.86% Reduce -6.3% 567,626 $35.5M
Intrust Bank NA 2.93% Reduce -1.9% 566,257 $35.4M
Equita Financial Network, Inc. 10.66% Add +9.6% 565,986 $35.4M
Leavell Investment Management, Inc. 1.46% Reduce -0.1% 559,880 $35.0M
Guardian Wealth Advisors, LLC / NC 2.19% Add +3.4% 559,449 $34.9M
Montis Financial, LLC 6.89% Add +4.9% 557,735 $34.8M
Inlight Wealth Management, LLC 12.73% Add +27.4% 556,615 $34.8M
Valeo Financial Advisors, LLC 0.77% Add +1.9% 555,111 $34.7M
Kestra Private Wealth Services, LLC 0.43% Add +4.5% 552,635 $34.5M
Cambridge Advisors Inc. 6.53% Reduce -4.1% 548,815 $34.3M
Founders Grove Wealth Partners, LLC 7.71% Reduce -2.2% 548,491 $34.3M
Bar Harbor Wealth Management 1.98% Add +3.1% 548,387 $34.3M
Seven Mile Advisory 5.97% Add +2.8% 547,293 $34.2M
Cwm, LLC 0.09% Add +13.4% 541,756 $33.8M
Bank of Nova Scotia 0.05% New 541,700 $33.8M
Affiance Financial, LLC 5.44% Reduce -0.8% 540,982 $33.8M
Abacus Planning Group, Inc. 4.50% Reduce -2.6% 540,549 $33.8M
Okabena Investment Services Inc. 6.35% Add +11.0% 533,099 $33.3M
Vestmark Advisory Solutions, Inc. 0.45% Add +105.5% 532,889 $33.3M
Mascoma Wealth Management LLC 7.12% Add +2.4% 531,364 $33.2M
VPR Management LLC 14.63% No change 525,600 $32.8M
VestGen Advisors, LLC 1.39% Add +36.5% 523,878 $32.7M
Cordant, Inc. 13.71% Add +4.1% 523,528 $32.7M
Atlantic Union Bankshares Corp 0.61% Add +1.3% 519,613 $32.5M
Ieq Capital, LLC 0.10% Add +13.9% 519,190 $32.4M
Advocate Group LLC 5.25% Add +4.3% 519,020 $32.4M
Operose Advisors LLC 7.54% Add +18.9% 517,824 $32.3M
Fairview Capital Investment Management, LLC 1.66% Add +3.4% 516,130 $32.2M
Parallel Advisors, LLC 0.59% Add +1.4% 515,743 $32.2M
Aufman Associates Inc 16.50% Add +0.0% 515,427 $32.2M
SilverOak Wealth Management LLC 5.04% Add +4.4% 515,236 $32.2M
Sovereign Financial Group, Inc. 5.74% Add +0.5% 515,175 $32.2M
BIP Wealth, LLC 1.13% Add +1.1% 514,651 $32.2M
SigFig Wealth Management, LLC 0.96% Reduce -0.9% 514,163 $32.1M
JFS Wealth Advisors, LLC 1.81% Add +4.7% 513,808 $32.1M
St. Louis Trust Co 3.68% Add +10.1% 513,626 $32.1M
Sage Mountain Advisors LLC 1.70% Add +4.5% 512,030 $32.0M
Ballentine Capital Advisors, Inc 13.42% Add +1.6% 510,131 $31.9M
Mosaic Family Wealth Partners, LLC 3.49% Add +9.7% 508,888 $31.8M
Caprock Group, LLC 0.67% Add +24.6% 508,081 $31.7M
Axos Invest Inc. 23.32% Add +3.7% 507,798 $31.7M
GHP Investment Advisors, Inc. 1.30% Reduce -0.3% 506,824 $31.7M
Abound Wealth Management 7.41% Reduce -0.5% 506,534 $31.6M
Stephens Inc. 0.39% Reduce -3.1% 502,121 $31.4M
Capital Advisors Inc. 0.50% Reduce -1.4% 500,552 $31.3M
Garde Capital, Inc. 1.85% Add +0.6% 498,902 $31.2M
Prosperity Advisers, LLC 25.42% — 492,880 $30.8M
Fiera Capital Corp 0.10% Add +3.3% 492,211 $30.7M
Morton Brown Family Wealth, LLC 8.37% Add +1.5% 491,908 $30.7M
Trinity Financial Advisors LLC 8.51% Add +5.0% 487,192 $30.4M
Principal Securities, Inc. 0.47% Reduce -1.4% 486,009 $30.4M
Cypress Financial Planning LLC 8.47% Add +6.7% 482,694 $30.3M
Axxcess Wealth Management, LLC 0.53% Add +60.9% 478,101 $29.9M
Brandywine Asset Management, Inc. 20.90% — 444,906 $29.7M
Pinnacle Associates Ltd. 0.38% Add +0.0% 474,732 $29.7M
AdvisorNet Financial, Inc 1.58% Add +3.0% 473,984 $29.6M
Per Stirling Capital Management, LLC. 3.32% Reduce -0.3% 473,552 $29.6M
Quantinno Capital Management LP 0.06% Reduce -11.6% 473,469 $29.6M
JNBA Financial Advisors 2.58% Add +0.4% 472,679 $29.5M
Hassell Wealth Management, LLC 9.85% Reduce -1.2% 452,390 $29.5M
Tenret Co LLC 14.92% Add +1.9% 471,686 $29.5M
Kopp Family Office, LLC 18.69% Reduce -4.9% 468,604 $29.3M
American Trust 2.46% Reduce -1.7% 468,513 $29.3M
1900 Wealth Management LLC 1.87% Add +1.2% 467,941 $29.2M
NorthRock Partners, LLC 0.49% Add +272.4% 461,848 $28.9M
NDVR, Inc. 23.75% Reduce -1.3% 458,244 $28.6M
Precedent Wealth Partners, LLC 5.97% Add +11.9% 455,712 $28.5M
Principal Financial Group Inc. 0.01% Add +10.6% 453,398 $28.3M
Segall Bryant & Hamill, LLC 0.38% Reduce -0.5% 451,746 $28.2M
Salomon & Ludwin, LLC 2.49% Reduce -1.2% 454,649 $28.1M
Mesirow Financial Investment Management, Inc. 0.58% Reduce -31.8% 449,895 $28.1M
Exencial Wealth Advisors, LLC 0.89% Reduce -4.7% 447,571 $28.0M
Hurlow Wealth Management Group, Inc. 6.82% Add +0.2% 446,032 $27.9M
Cardiff Park Advisors, LLC 2.28% Add +1.9% 442,922 $27.7M
71 West Capital Partners 1.27% — 442,800 $27.7M
Pittenger & Anderson Inc. 1.06% Add +4.6% 441,100 $27.6M
Myecfo, LLC 11.65% Add +5.1% 439,520 $27.5M
Up Strategic Wealth Investment Advisors LLC 19.94% Reduce -0.3% 407,487 $27.5M
Pinnacle Wealth Management Advisory Group, LLC 1.89% Reduce -0.7% 438,733 $27.4M
Modern Wealth Management, LLC 0.50% Add +5.1% 438,158 $27.4M
Invst, LLC 2.97% Add +135.2% 437,929 $27.4M
Heritage Trust Co 2.77% Add +5.0% 436,161 $27.2M
Northeast Investment Management 1.06% Add +4.0% 436,130 $27.2M
Jordan Park Group LLC 1.57% Reduce -1.6% 435,116 $27.2M
Advisor OS, LLC 2.19% Add +8.4% 435,010 $27.2M
Level Financial Advisors 7.17% Add +5.6% 434,155 $27.1M
J.W. Cole Advisors, Inc. 0.65% Reduce -3.0% 671,887 $26.9M
Twele Capital Management, Inc. 4.79% Add +0.4% 428,789 $26.8M
Concurrent Investment Advisors, LLC 0.31% Add +42.9% 427,770 $26.7M
Libra Wealth LLC 7.45% Add +7.2% 426,184 $26.6M
Beirne Wealth Consulting Services, LLC 7.66% Add +1.7% 423,574 $26.5M
Bear Mountain Capital, Inc. 8.53% Add +1.1% 407,057 $26.4M
Fort Washington Investment Advisors Inc. 0.14% Add +2.4% 422,088 $26.4M
Franklin Resources Inc. 0.01% Add +9.7% 421,820 $26.4M
Causeway Capital Management LLC 0.36% Reduce -17.1% 421,392 $26.3M
United Financial Planning Group LLC 15.84% New 417,953 $26.1M
LBMC Investment Advisors, LLC 1.62% Add +2.1% 417,437 $26.1M
Zuckerman Investment Group, LLC 2.32% Add +5.3% 415,225 $25.9M
Prime Buchholz LLC 15.36% Reduce -6.0% 414,194 $25.9M
Fiduciary Group, LLC 2.17% Add +2.5% 413,628 $25.8M
Balentine LLC 0.98% Reduce -1.8% 411,536 $25.7M
Equitable Holdings, Inc. 0.18% Reduce -1.9% 410,362 $25.6M
Argent Trust Co 0.87% Add +13.7% 406,743 $25.4M
Drive Wealth Management, LLC 4.96% Add +9.4% 406,544 $25.4M
Motive Wealth Advisors 10.80% Reduce -2.9% 405,873 $25.4M
O'shaughnessy Asset Management, LLC 0.14% Add +17.4% 404,844 $25.3M
Focus Financial Network, Inc. 0.88% Add +7.0% 404,680 $25.3M
Cornerstone Wealth Advisors, Inc. 5.86% Add +16.3% 403,402 $25.2M
Gotham Asset Management 0.09% Add +15.1% 401,680 $25.1M
Aspen Grove Capital, LLC 4.34% Reduce -16.2% 400,814 $25.0M
Advisory Services Network, LLC 0.35% Add +5.1% 397,487 $24.8M
Stephenson & Company, Inc. 13.64% Add +1.2% 397,478 $24.8M
Hudock, Inc. 3.65% Add +1.8% 396,870 $24.8M
Simmons Bank 1.66% Reduce -2.0% 396,410 $24.8M
William Mack & Associates, Inc. 11.65% Add +49.6% 396,085 $24.7M
Rossmore Private Capital 2.21% Add +15.4% 395,639 $24.7M
Anderson Hoagland & Co. 2.12% Add +1.0% 394,406 $24.6M
NerdWallet Wealth Partners, LLC 10.96% Add +12.9% 392,153 $24.4M
Waterford Advisors, LLC 9.51% Reduce -0.3% 389,663 $24.3M
Fort Point Capital Partners LLC 2.92% Add +18.6% 372,041 $24.2M
Burkett Financial Services, LLC 8.23% Reduce -2.7% 386,261 $24.1M
United Capital Financial Advisors, LLC 0.15% Reduce -1.1% 385,382 $24.1M
TrustBank 10.02% — 384,629 $24.0M
Intergy Private Wealth, LLC 7.25% Add +2.3% 384,543 $24.0M
Toews Corp. 3.46% Reduce -6.6% 381,059 $23.8M
Fifth Third Securities, Inc. 1.55% Add +10.4% 380,517 $23.8M
Procyon Advisors, LLC 1.17% Reduce -0.7% 379,645 $23.7M
One Degree Advisors Inc 6.51% Add +31.5% 379,182 $23.7M
Guardian Wealth Advisors, LLC 13.35% Reduce -0.4% 378,824 $23.7M
a16z Perennial Management, L.P. 1.87% Add +673.1% 377,596 $23.6M
MJP Associates Inc. 2.94% Add +12.6% 376,073 $23.5M
Ashton Thomas Private Wealth, LLC 0.57% Add +14.3% 374,693 $23.4M
PFG Private Wealth Management, LLC 10.23% Add +44.0% 374,277 $23.4M
Kanawha Capital Management LLC 1.60% Add +0.2% 372,734 $23.3M
Orin Green Financial, LLC 9.30% Reduce -0.4% 372,130 $23.2M
Discipline Wealth Solutions, LLC 4.30% Add +18.2% 371,413 $23.2M
Dravo Bay LLC 9.59% Add +1.7% 369,314 $23.1M
Rakuten Investment Management, Inc. 0.08% No change 384,275 $22.9M
Transamerica Financial Advisors, LLC 1.91% Reduce -5.6% 366,550 $22.9M
Peak Retirement Planning, Inc. 5.36% Add +38.6% 366,490 $22.9M
Northern Lights Advisors, Inc. 15.66% — 365,441 $22.8M
Buck Wealth Strategies, LLC 2.89% Add +16.3% 364,560 $22.8M
Brown Wealth Management, LLC 5.98% Add +55.3% 363,943 $22.7M
CANADA LIFE ASSURANCE Co 0.04% Reduce -1.2% 360,558 $22.5M
Bay Harbor Wealth Management, LLC 5.86% Reduce -2.4% 359,099 $22.4M
Bradley Foster & Sargent Inc. 0.33% Add +2.2% 357,966 $22.4M
Plancorp, LLC 0.68% Reduce -2.2% 357,900 $22.4M
Echo45 Advisors LLC 12.62% Reduce -1.4% 354,046 $22.1M
Wealthspire Retirement, LLC 1.34% Reduce -4.7% 353,659 $22.1M
Elevation Point Wealth Partners, LLC 1.06% Add +402.4% 353,510 $22.1M
Fairway Wealth LLC 5.94% Add +7.8% 352,279 $22.0M
F/m Investments LLC 0.83% Reduce -2.8% 349,683 $21.8M
QRG Capital Management, Inc. 0.24% Add +6.9% 349,486 $21.8M
Atmos Advisory, LLC 12.60% Add +3.9% 348,079 $21.7M
Accredited Investors Inc. 1.15% Reduce -4.2% 347,858 $21.7M
Kaleidoscope Capital LP 8.29% Reduce -7.5% 347,181 $21.7M
Capital Asset Advisory Services LLC 0.87% Add +88.5% 337,834 $21.7M
Texas Capital Bank Wealth Management Services Inc 1.25% Add +26.3% 345,687 $21.6M
Payne Capital Management, LLC 6.75% Add +0.7% 342,538 $21.4M
KRM Wealth Management L.L.C. 11.73% — 342,284 $21.4M
Aspire Private Capital, LLC 4.75% Reduce -5.3% 342,186 $21.4M
Penney Financial, LLC 8.24% Add +8.6% 341,986 $21.4M
Park Place Capital Corp 4.43% Add +3.4% 340,615 $21.3M
American Money Management, LLC 3.34% Add +0.5% 340,598 $21.3M
Level Wealth Management LLC 10.88% Reduce -3.2% 340,571 $21.3M
Perigon Wealth Management, LLC 0.38% Add +5.7% 337,741 $21.1M
Amara Financial, Llc. 14.55% Add +15.7% 336,393 $21.0M
Signal Tree Financial Partners LLC 15.93% Add +2.7% 334,329 $20.9M
Vise Technologies, Inc. 0.41% Add +62.4% 333,953 $20.9M
Stewardship Advisors, LLC 4.80% Add +25.3% 332,377 $20.8M
Applied Capital LLC 7.99% Add +2.3% 332,339 $20.8M
Raelipskie Partnership 8.68% Reduce -0.5% 331,433 $20.7M
Chesley Taft & Associates LLC 0.82% Add +13.9% 331,150 $20.7M
Geneos Wealth Management Inc. 0.50% Add +5.6% 328,964 $20.6M
RFG Advisory, LLC 0.39% Add +15.8% 327,507 $20.5M
Sand Hill Global Advisors, LLC 0.71% Reduce -0.3% 326,830 $20.4M
Regal Investment Advisors LLC 1.21% Add +10.6% 323,750 $20.2M
Portland Global Advisors LLC 2.17% Add +2.4% 323,176 $20.2M
Kearns & Associates LLC 10.28% Add +0.7% 318,398 $19.9M
Continuum Wealth Advisors, LLC 7.66% Add +9.1% 317,465 $19.8M
Rodgers & Associates, LTD 2.00% Add +1.8% 316,581 $19.8M
Telos Capital Management, Inc. 1.84% Add +0.3% 315,989 $19.7M
Rinkey Investments 5.00% Add +0.6% 314,960 $19.7M
Zhang Financial LLC 0.73% Add +3.7% 314,532 $19.6M
Gill Capital Partners, LLC 5.92% Add +18.0% 312,379 $19.5M
Stratos Wealth Partners, LTD. 0.22% Reduce -4.3% 310,376 $19.4M
Chilton Capital Management LLC 0.66% Reduce -0.3% 307,815 $19.2M
CSM Advisors, LLC 0.52% Add +21.2% 307,525 $19.2M
Latigo Investments, LLC 9.44% No change 306,975 $19.2M
REDW Wealth LLC 7.31% Reduce -4.0% 306,852 $19.2M
Warner Financial, Inc. 6.65% Add +4.9% 306,771 $19.2M
Susquehanna International Group, LLP 0.03% Add +87.6% 306,324 $19.1M
Integrated Wealth Concepts LLC 0.23% Reduce -20.2% 305,293 $19.1M
Flputnam Investment Management Co. 0.28% Reduce -1.8% 304,104 $19.0M
HT Partners LLC 5.65% Reduce -0.6% 303,952 $19.0M
Arcataur Capital Management LLC 5.43% Add +1.5% 303,402 $19.0M
Waterloo Capital, L.P. 1.37% Reduce -37.5% 303,188 $18.9M
Marathon Mission, Inc. 10.95% Add +2.3% 302,999 $18.9M
Hopwood Nicholas Hunter 6.15% — 302,760 $18.9M
Thayer Partners, LLC / MA 9.18% — 302,210 $18.9M
Summit Wealth Group, LLC 4.38% Add +0.1% 300,322 $18.8M
Bailard, Inc. 0.41% Add +2.7% 299,526 $18.7M
Vilga Financial Planning LLC 17.92% — 299,407 $18.7M
Cherry Tree Wealth Management, LLC 3.95% Add +3.1% 299,201 $18.7M
Ausdal Financial Partners, Inc. 0.86% Add +2.6% 295,009 $18.4M
CFS Investment Advisory Services, LLC 1.34% Add +2.9% 293,268 $18.3M
Bricktown Capital, LLC 3.04% Reduce -9.4% 288,764 $18.0M
MBM Wealth Consultants, LLC 4.28% Add +0.5% 288,285 $18.0M
Jmac Enterprises LLC 3.42% Add +2.1% 286,030 $17.9M
Sterling Wealth Management, Inc. 5.08% Add +3.3% 285,130 $17.8M
Whitegate Investment Counselors, Inc. 5.55% Add +12.6% 284,384 $17.8M
Cerity Partners OCIO LLC 0.98% Add +8.3% 284,053 $17.7M
Cambridge Capital Management, LLC 7.96% Add +0.1% 283,878 $17.7M
White Wing Wealth Management 10.57% Add +12.2% 283,426 $17.7M
Rareview Capital LLC 11.48% Reduce -1.0% 310,463 $17.7M
Asset Allocation Strategies LLC 3.25% Add +7.3% 280,830 $17.5M
Omnia Family Wealth, LLC 5.17% Add +20.6% 280,014 $17.5M
DiPaolo Financial Group, Inc. 18.61% — 279,815 $17.5M
VCI Wealth Management LLC 4.86% Add +6.8% 279,727 $17.5M
Smith, Moore & Co. 1.32% Add +2.4% 278,444 $17.4M
Diversify Wealth Management, LLC 0.81% Add +1168.5% 269,336 $17.4M
Rialto Wealth Management, LLC 4.12% Reduce -1.1% 275,907 $17.2M
Camden National Bank 2.36% Add +21.6% 274,742 $17.2M
Hamilton Wealth, LLC 3.25% Add +1.1% 273,161 $17.1M
Riversedge Advisors, LLC 2.77% Reduce -3.7% 273,119 $17.1M
Dynamic Advisor Solutions LLC 0.55% Reduce -1.4% 272,209 $17.0M
CoreCap Advisors, LLC 0.59% Reduce -0.9% 271,752 $17.0M
Signature Estate & Investment Advisors LLC 0.34% Add +1.8% 271,671 $17.0M
Trust Co of the South 2.73% Reduce -4.5% 271,544 $17.0M
YANKCOM Partnership 7.20% Add +3.1% 270,998 $16.9M
Unconventional Investor, LLC 8.04% Add +12.8% 271,005 $16.9M
Ade, LLC 8.16% Add +2.8% 269,731 $16.9M
Gordian Advisors LLC 11.12% Reduce -2.8% 268,722 $16.8M
Investment Partners, LTD. 5.84% Add +3.5% 267,283 $16.7M
Topsail Wealth Management, LLC 2.43% Reduce -0.7% 265,694 $16.6M
Vident Advisory, LLC 0.16% Reduce -25.9% 265,272 $16.6M
First Manhattan Co. Llc. 0.04% Add +3.4% 264,747 $16.5M
Hilltop Wealth Advisors, LLC 8.27% Add +2.1% 263,486 $16.5M
Parkwood LLC 1.39% No change 262,127 $16.4M
Integrity Wealth Solutions LLC 6.47% Add +0.7% 261,782 $16.4M
Wealth Forward, LLC 9.20% Add +1.2% 260,812 $16.3M
FMA Wealth Management, LLC 10.54% Add +1.2% 260,257 $16.3M
Allstreet Capital Advisors LLC 11.73% — 259,566 $16.2M
Hillcrest Wealth Advisors - NY, LLC 6.97% Add +1.4% 259,083 $16.2M
HM Payson & Co. 0.23% Add +237.2% 258,574 $16.2M
Austin Private Wealth, LLC 1.21% Reduce -6.6% 258,218 $16.1M
Carrera Capital Advisors 2.71% Add +0.4% 257,967 $16.1M
Towerpoint Wealth, LLC 6.38% Add +2.9% 257,899 $16.1M
Integrated Wealthcare, LLC 13.53% — 257,622 $16.1M
Rochester Wealth Strategies, LLC 10.08% Add +2.0% 256,963 $16.1M
Clearstead Advisors, LLC 0.20% Add +0.7% 256,213 $16.0M
Friends of the Cornell Lab of Ornithology, Inc. 15.29% — 255,134 $15.9M
Western Reserve Capital Management, LLC 14.82% — 254,506 $15.9M
Steffes Financial, Ltd. 8.25% — 253,046 $15.8M
XY Planning Network, Inc. 2.74% Add +89.1% 251,855 $15.7M
HB Wealth Management, LLC 0.10% Add +4.7% 251,769 $15.7M
Crestmont Private Wealth LLC 5.11% Add +0.5% 251,706 $15.7M
Keystone Global Partners, LLC 6.91% Add +6.8% 251,477 $15.7M
Common Fund for Nonprofit Organizations 1.28% Reduce -45.3% 251,474 $15.7M
Empower Advisory Group, LLC 0.04% Reduce -22.1% 250,192 $15.6M
Hiley Hunt Wealth Management 6.95% Reduce -0.5% 248,765 $15.5M
Moller Wealth Partners 3.25% Reduce -4.9% 248,490 $15.5M
Cornerstone Planning Group LLC 2.42% Add +52141.1% 232,473 $15.5M
Brighton Jones LLC 0.57% Reduce -2.4% 246,948 $15.4M
Smith & Howard Wealth Management, LLC 3.53% Reduce -0.3% 246,806 $15.4M
Nwam LLC 0.86% Reduce -1.9% 240,674 $15.4M
Brindle & Bay Financial Advisors, LLC 10.25% — 246,596 $15.4M
Retirement Wealth Solutions LLC 9.71% Reduce -1.7% 246,011 $15.4M
Kings Path Partners LLC 5.38% Add +3.3% 245,781 $15.4M
TMB Capital Partners, LLC 5.21% — 243,965 $15.2M
FF Advisors,LLC 6.72% Add +7.4% 241,603 $15.1M
Coastline Trust Co 1.41% Add +12.7% 240,789 $15.0M
Green Ridge Wealth Planning LLC 7.69% — 240,618 $15.0M
Gould Capital, LLC 9.26% Reduce -0.7% 240,617 $15.0M
Financial Engines Advisors L.L.C. 0.03% Reduce -0.8% 240,586 $15.0M
Consilio Wealth Advisors, LLC 4.39% Add +735.0% 240,303 $15.0M
Mgo One Seven LLC 0.31% Add +14.2% 239,997 $15.0M
Vavra Capital Management, LLC 14.71% — 239,736 $15.0M
NewSquare Capital LLC 1.32% Reduce -29.6% 239,383 $15.0M
Ritholtz Wealth Management 0.27% Reduce -0.5% 238,965 $14.9M
Aspiriant, LLC 0.43% Add +73.5% 238,514 $14.9M
Bristlecone Value Partners, LLC 17.11% — 237,281 $14.8M
Sunesis Advisors, LLC 6.71% Reduce -3.4% 237,156 $14.8M
Turtle Creek Wealth Advisors, LLC 1.16% Add +0.1% 236,659 $14.8M
IFP Advisors, Inc 0.33% Add +7.0% 236,007 $14.7M
Mackenzie Financial Corp. 0.02% Add +7.9% 234,993 $14.7M
1834 Investment Advisors Co. 1.84% Add +1.0% 235,415 $14.7M
Aerodigm Wealth, LLC 5.67% Reduce -4.9% 235,150 $14.7M
Matrix Asset Advisors Inc. 1.32% Add +6.6% 234,854 $14.7M
Epacria Capital Partners, LLC 11.63% No change 234,089 $14.6M
MSH Capital Advisors LLC 3.09% Add +7.4% 231,513 $14.5M
Staley Capital Advisers Inc. 0.60% Add +16.7% 231,301 $14.4M
Thrive Capital Management, LLC 3.22% Add +66.5% 231,291 $14.4M
Seven Post Investment Office LP 5.16% Reduce -5.7% 230,974 $14.4M
AE Wealth Management LLC 0.08% Add +10.6% 230,609 $14.4M
Etesian Wealth Advisors, Inc. 4.51% Add +3.4% 230,112 $14.4M
InvesTrust 5.55% Add +4.7% 229,823 $14.4M
Beacon Financial Strategies CORP 7.97% Add +0.6% 228,582 $14.3M
Lodestar Private Asset Management LLC 1.43% Add +3.5% 228,335 $14.3M
Goldstone Financial Group, LLC 1.59% Add +4.3% 227,824 $14.2M
Objectivity Squared, LLC 7.95% Add +3.4% 227,623 $14.2M
Central Bank & Trust Co. 2.20% Reduce -0.6% 227,524 $14.2M
Callan Family Office, LLC 0.31% Add +145.3% 227,480 $14.2M
Bessemer Group Inc. 0.02% Reduce -3.1% 227,104 $14.2M
Dynasty Wealth Management, LLC 0.14% Reduce -9.8% 226,761 $14.2M
Obermeyer Wealth Partners 0.64% Add +24.4% 225,655 $14.1M
Fifth Third Wealth Advisors LLC 0.49% Add +21.4% 225,591 $14.1M
Enclave Advisors LLC 1.98% Add +9.9% 223,904 $14.0M
Oppenheimer & Co. Inc. 0.20% Reduce -27.4% 223,038 $13.9M
Ensign Peak Advisors, Inc 0.02% No change 222,384 $13.9M
Eagle Strategies LLC 1.77% Add +10.0% 221,638 $13.8M
Silvercrest Asset Management Group LLC 0.09% Add +46.0% 220,943 $13.8M
Warwick Investment Management, Inc. 2.11% Add +41.3% 219,468 $13.7M
Schneider Downs Wealth Management Advisors, LP 1.55% Add +0.1% 219,427 $13.7M
Evercore Wealth Management, LLC 0.20% Add +4.2% 218,960 $13.7M
Horizons Wealth Management 9.08% Add +1.1% 218,422 $13.6M
Kitching Partners, LLC 12.46% Add +10.3% 218,144 $13.6M
Fonville Wealth Management LLC 2.78% Add +6.4% 217,483 $13.6M
OneDigital Investment Advisors LLC 0.13% Reduce -11.2% 214,435 $13.4M
Mittelman Wealth Management 8.69% Add +4.0% 214,116 $13.4M
Snowden Capital Advisors LLC 0.35% Add +1.9% 213,493 $13.3M
Clarity Wealth Development LLC 11.25% Add +7.9% 212,910 $13.3M
Highview Capital Management LLC 4.69% Add +0.2% 212,774 $13.3M
Gutierrez Wealth Advisory, LLC 8.33% Add +3.6% 212,251 $13.3M
Fortitude Family Office, LLC 3.10% Reduce -3.3% 211,745 $13.2M
Phoenix Wealth Advisors 5.06% Add +1.0% 210,446 $13.1M
Fca Corp. 3.71% Reduce -3.2% 210,402 $13.1M
Frisco Financial Planning LLC 10.96% Add +2.9% 209,908 $13.1M
Arkadios Wealth Advisors 0.26% Add +12.7% 209,043 $13.1M
Avos Capital Management, LLC 5.70% Reduce -0.4% 208,783 $13.0M
Gallagher Fiduciary Advisors, LLC 0.42% Add +2312.6% 208,692 $13.0M
WESCAP Management Group, Inc. 2.64% Reduce -4.5% 208,684 $13.0M
First Citizens Bank & Trust Co. 0.27% Reduce -0.7% 208,064 $13.0M
Tenon Financial LLC 5.47% Reduce -7.1% 207,832 $13.0M
Blueprint Investment Partners LLC 1.38% Reduce -1.7% 207,176 $12.9M
Pine Valley Investments Ltd Liability Co 0.64% Reduce -2.9% 206,354 $12.9M
CGN Advisors LLC 1.02% Add +0.8% 206,333 $12.9M
Deane Retirement Strategies, Inc. 5.33% Reduce -0.3% 206,269 $12.9M
Eagle Bay Advisors LLC 9.39% Reduce -2.4% 205,909 $12.9M
BKM Wealth Management, LLC 4.65% Add +2.9% 203,581 $12.7M
Wind River Trust Co 4.74% No change 202,975 $12.7M
First National Bank of Omaha 0.37% Add +3.5% 202,358 $12.6M
Halbert Hargrove Global Advisors, LLC 0.60% Reduce -5.4% 200,749 $12.5M
Auour Investments LLC 3.99% Add +8.7% 200,579 $12.5M
K2 Financial Inc. 9.67% Reduce -1.2% 195,762 $12.5M
Live Oak Investment Partners 7.65% Reduce -0.7% 199,280 $12.4M
Birchbrook, Inc. 6.19% Reduce -0.7% 198,851 $12.4M
Ashton Thomas Securities, LLC 2.35% Reduce -8.8% 198,176 $12.4M
Nicolet Bankshares Inc. 1.98% Add +24.8% 197,735 $12.4M
Stratos Wealth Advisors, LLC 0.60% Add +8.3% 197,058 $12.3M
IF Advisors, LLC 9.94% — 195,837 $12.2M
First Heartland Consultants, Inc. 0.93% Add +2.4% 195,414 $12.2M
Cadence Bank 0.71% Add +7.2% 195,398 $12.2M
IFG Advisors, LLC 2.03% Add +0.4% 195,181 $12.2M
Duncan Williams Asset Management, LLC 3.02% Add +41.4% 181,890 $12.2M
Nisa Investment Advisors, LLC 0.04% No change 193,580 $12.1M
Forbes Financial Planning, Inc. 7.05% Add +40.1% 192,974 $12.1M
Manske Wealth Management 3.56% Add +0.1% 192,916 $12.1M
Values Added Financial LLC 5.09% Reduce -0.5% 192,882 $12.0M
Hohimer Wealth Management, LLC 1.63% Add +3.6% 192,276 $12.0M
PFW Advisors LLC 3.58% Add +4.9% 189,688 $11.8M
Strategic Blueprint, LLC 0.70% Reduce -0.6% 189,308 $11.8M
National Philanthropic Trust 0.12% Reduce -2.0% 189,223 $11.8M
Opus Capital Group, LLC 1.28% Reduce -0.1% 188,949 $11.8M
SBI Securities Co., Ltd. 0.30% Reduce -1.0% 188,844 $11.8M
First Horizon Corp. 0.53% Add +38.6% 188,708 $11.8M
Integrity Advisory Solutions, LLC 1.69% Reduce -1.4% 188,344 $11.8M
Trust Co. of Vermont 0.49% Add +8.5% 187,681 $11.7M
Parsons Capital Management Inc. 0.64% Add +0.3% 187,076 $11.7M
Drucker Wealth 3.0, LLC 2.05% Reduce -3.9% 187,016 $11.7M
Sterling Group Wealth Management, LLC 5.63% Reduce -2.7% 186,298 $11.6M
Meridian Wealth Advisors, LLC 1.61% Add +23.3% 186,068 $11.6M
Trace Wealth Advisors, LLC 8.40% Add +0.6% 186,022 $11.6M
Park National Corp. 0.36% Add +1.1% 185,466 $11.6M
Gould Asset Management LLC 2.05% Reduce -2.0% 185,034 $11.6M
Dorsey & Whitney Trust CO LLC 0.61% Reduce -4.9% 184,652 $11.5M
Associated Banc-Corp 0.29% Add +7.8% 184,397 $11.5M
Avant Financial Advisors LLC 8.25% Reduce -0.1% 183,841 $11.5M
Martel Wealth Advisors LLC 1.96% Reduce -2.4% 183,530 $11.5M
Capasso Planning Partners LLC 6.30% Add +8.0% 183,410 $11.5M
Elevated Capital Advisors, LLC 2.67% Reduce -1.4% 183,344 $11.5M
Maripau Wealth Management LLC 5.23% Add +2.4% 181,937 $11.4M
Sigma Planning Corp 0.31% Add +1.3% 181,456 $11.4M
Redwood Investment Management, LLC 1.28% Add +8.8% 181,652 $11.3M
Stone Summit Wealth LLC 3.07% Add +8.0% 181,188 $11.3M
Black Diamond Financial, LLC 1.19% Add +2.7% 179,950 $11.2M
Aurelius Family Office LLC 4.83% Reduce -2.2% 175,710 $11.2M
Frank, Rimerman Advisors LLC 0.71% Add +1.9% 179,379 $11.2M
Shotwell Rutter Baer Inc 6.70% Add +1.6% 174,418 $11.2M
Rockbridge Investment Management, LCC 1.03% Reduce -0.2% 177,638 $11.1M
Integrated Investment Consultants, LLC 2.18% Reduce -0.8% 177,469 $11.1M
Atlatl Advisers LLC 4.24% Add +6.0% 177,042 $11.1M
Bleakley Financial Group, LLC 0.19% Add +92.8% 176,990 $11.1M
Apollon Wealth Management, LLC 0.19% Add +0.5% 176,855 $11.0M
Timmons Wealth Management, LLC 10.87% — 176,762 $11.0M
Security Financial Services, INC. 1.73% Add +0.3% 176,219 $11.0M
Newport Capital Group, LLC 6.72% Add +1.1% 175,969 $11.0M
Stonehearth Capital Management, LLC 4.05% Add +0.9% 175,234 $10.9M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +928.0% 174,767 $10.9M
Elite Life Management LLC 17.71% Add +1.8% 162,010 $10.9M
CBIZ Investment Advisory Services, LLC 0.41% No change 174,321 $10.9M
True North Advisors, LLC 1.41% New 174,258 $10.9M
Roth Financial Partners LLC 3.59% Reduce -0.5% 173,862 $10.9M
Paulson Wealth Management Inc. 2.51% Add +0.1% 173,676 $10.8M
Roundview Capital LLC 0.67% Add +7.0% 173,414 $10.8M
Mission Hills Financial Advisory, LLC 5.71% Add +1.4% 173,226 $10.8M
Lanark Financial, Inc. 0.81% Add +0.7% 172,683 $10.8M
Tortoise Investment Management, LLC 0.94% Reduce -0.1% 170,856 $10.7M
Quattro Financial Advisors LLC 3.19% Add +1.5% 170,788 $10.7M
Headinvest, LLC 2.11% Add +7.8% 169,741 $10.6M
Interactive Financial Advisors, Inc. 6.84% Reduce -7.8% 169,363 $10.6M
New Hampshire Trust 2.06% Reduce -4.3% 169,283 $10.6M
First Bancorp, Inc 5.61% Add +0.7% 169,014 $10.6M
Johnson Bixby & Associates, LLC 1.31% Add +2.8% 168,855 $10.5M
Arete Wealth Advisors, LLC 0.73% Add +4.4% 168,565 $10.5M
Cape Cod Five Cents Savings Bank 0.96% No change 199,278 $10.5M
B. Riley Wealth Advisors, Inc. 0.50% Reduce -9.9% 168,209 $10.5M
Harding Loevner LP 0.09% Add +844.1% 168,181 $10.5M
Kraft, Davis & Associates, LLC 2.35% Reduce -0.2% 162,567 $10.5M
Disciplina Capital Management LLC 1.20% Reduce -12.8% 167,860 $10.5M
Global Strategic Investment Solutions, LLC 1.02% Add +0.1% 167,578 $10.5M
Becker Capital Management Inc. 0.30% Add +10.8% 165,470 $10.3M
Twin Cities Retirement Group LLC 9.97% — 165,369 $10.3M
Integrated Advisors Network LLC 0.45% Add +0.8% 164,078 $10.2M
Grove Bank & Trust 1.15% Add +2.9% 163,127 $10.2M
Xcelsior Advisor Partners LLC 4.95% — 163,077 $10.2M
Tarbox Family Office, Inc. 1.64% Reduce -4.5% 162,893 $10.2M
Waller Financial Planning Group, Inc. 2.25% Reduce -7.0% 162,096 $10.1M
Main Street Financial Solutions, LLC 0.76% Reduce -7.5% 161,302 $10.1M
Tilson Financial Group, Inc. 3.07% Add +7.5% 159,866 $10.0M
Conning Inc. 0.35% Add +5.5% 159,445 $10.0M
AlphaCore Capital LLC 0.22% Add +16.9% 158,533 $9.9M
Capital International Investors 0.00% Add +273.5% 157,629 $9.9M
Michelson Medical Research Foundation, Inc. 9.90% No change 158,160 $9.9M
Arrowroot Family Office, LLC 3.59% Add +37.2% 158,063 $9.9M
DBK Financial Counsel, LLC 7.57% Reduce -2.1% 157,876 $9.9M
Miller Investment Management, LP 0.96% Add +148.6% 157,476 $9.8M
E&R Wealth Management, LLC 10.26% — 157,419 $9.8M
Pitcairn Wealth Advisors LLC 0.88% — 157,079 $9.8M
Rosenberg Matthew Hamilton 2.03% Reduce -0.3% 157,050 $9.8M
Allianz Asset Management GmbH 0.01% Add +8.9% 156,844 $9.8M
Monument Group Wealth Advisors, LLC 5.27% Reduce -6.6% 154,680 $9.7M
Piedmont Capital Management, LLC 6.35% — 154,639 $9.7M
Principia Wealth Advisory, LLC 6.02% Add +53.1% 154,009 $9.6M
Prudent Man Advisors, LLC 3.51% Reduce -0.9% 148,459 $9.6M
Campion Asset Management 6.68% Add +2.8% 153,962 $9.6M
Verus Advisory, Inc. 6.24% — 152,270 $9.6M
Diversify Advisory Services, LLC 0.30% Reduce -0.8% 146,361 $9.5M
BSW Wealth Partners 1.14% Add +3.5% 151,550 $9.5M
Elmwood Wealth Management, Inc. 2.97% Add +1.7% 150,662 $9.4M
CWA Asset Management Group, LLC 0.34% Reduce -0.9% 149,654 $9.3M
Stembrook Asset Management, LLC 8.80% — 149,094 $9.3M
Centennial Bank 3.70% Reduce -1.4% 149,024 $9.3M
Seldon Capital LP 3.22% No change 149,017 $9.3M
Prosperity Consulting Group, LLC 0.41% Reduce -1.5% 147,668 $9.2M
Fidelis Capital Partners, LLC 0.67% Add +8.7% 147,541 $9.2M
Silver Oak Securities, Incorporated 0.62% Add +10.5% 146,734 $9.2M
Brandywine Trust Co. 1.61% No change 147,227 $9.2M
CVA Family Office, LLC 1.06% Add +1.3% 147,131 $9.2M
Mitchell McLeod Pugh & Williams Inc. 1.31% Add +8.1% 135,734 $9.1M
Victrix Investment Advisors 3.53% New 146,010 $9.1M
Mycio Wealth Partners, LLC 1.88% Add +0.3% 145,696 $9.1M
Ascent Group, LLC 0.31% Reduce -9.8% 145,511 $9.1M
Emprise Bank 3.76% Reduce -2.3% 144,925 $9.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 144,675 $9.0M
Foundation Wealth Management, LLC\PA 3.28% Add +18.9% 144,656 $9.0M
First Financial Corp. 3.40% Add +4.4% 144,395 $9.0M
Prime Capital Investment Advisors, LLC 0.11% Add +48.6% 144,245 $9.0M
DWR Wealth Management, LLC 8.36% — 143,483 $9.0M
Employees' Retirement Fund of the City of Fort Worth 4.03% Add +82.2% 144,100 $9.0M
Roberts Wealth Advisors, LLC 2.34% Reduce -5.3% 143,482 $9.0M
Resolute Advisors LLC 2.91% Add +7.8% 142,997 $8.9M
Three Bridge Wealth Advisors, LLC 2.35% Add +0.3% 142,678 $8.9M
Waldron Private Wealth LLC 0.35% Add +0.4% 142,481 $8.9M
HighRoad Wealth Advisors, LLC 8.50% — 142,468 $8.9M
Cary Street Partners Financial LLC 0.22% Reduce -5.6% 159,323 $8.8M
Great Valley Advisor Group, Inc. 0.17% Reduce -2.1% 140,654 $8.8M
Berkshire Asset Management LLC 0.38% Add +2.5% 140,301 $8.8M
Twin Focus Capital Partners, LLC 1.01% Add +5.0% 140,091 $8.8M
Revolve Wealth Partners, LLC 1.02% Add +3.9% 139,223 $8.7M
Altura Wealth Advisors Inc. 3.73% Add +28.4% 138,793 $8.7M
FSB Premier Wealth Management, Inc. 2.74% Reduce -1.1% 138,174 $8.6M
Creative Financial Designs Inc. 0.54% Add +11.3% 138,125 $8.6M
Walkner Condon Financial Advisors LLC 1.20% Add +4.6% 137,817 $8.6M
Plum Street Advisors, LLC 3.06% Reduce -2.2% 137,477 $8.6M
Stillwater Capital Advisors, LLC 0.92% Add +11.2% 137,009 $8.6M
Joule Financial, LLC 2.56% Reduce -2.3% 137,003 $8.6M
Tamar Securities, LLC 0.90% Add +13.8% 136,631 $8.5M
VSM Wealth Advisory, LLC 2.56% Add +1.4% 136,321 $8.5M
Essex Financial Services, Inc. 0.48% Add +16.9% 135,920 $8.5M
KilterHowling LLC 4.29% Add +0.2% 135,532 $8.5M
Rothschild Wealth LLC 0.81% Add +6.3% 135,515 $8.5M
Compton Wealth Advisory Group, LLC 1.85% Add +4.0% 135,462 $8.5M
Ancora Advisors LLC 0.17% Add +8.8% 135,439 $8.5M
Arlington Partners LLC 59.98% New 135,000 $8.4M
Smartleaf Asset Management LLC 0.32% Add +20.1% 134,136 $8.4M
Sandy Cove Advisors, LLC 2.49% Reduce -13.5% 134,475 $8.4M
PAX Financial Group, LLC 1.45% Reduce -0.1% 134,320 $8.4M
Courier Capital LLC 0.47% Add +4.1% 133,164 $8.3M
Clarity Capital Advisors, LLC 4.15% Add +16.5% 132,929 $8.3M
Journey Beyond Wealth, LLC 6.58% Add +7.4% 132,520 $8.3M
Sound Stewardship, LLC 3.97% Add +0.2% 132,476 $8.3M
Windsor Capital Management, LLC 2.42% Reduce -5.1% 132,054 $8.2M
Liberty Capital Management, Inc. 1.54% Add +3.0% 131,987 $8.2M
Pachira Investments Inc. 4.01% Add +41.8% 131,758 $8.2M
Legacy Wealth Partners, LLC 2.13% — 131,483 $8.2M
Nations Financial Group Inc, /Ia/ 0.43% Add +1.4% 131,079 $8.2M
Fullerton Advisors, LLC 8.17% — 130,993 $8.2M
Verus Capital Partners, LLC 0.55% Add +259.7% 130,375 $8.1M
North Star Investment Management Corp. 0.51% Add +6.9% 130,143 $8.1M
Old Second National Bank of Aurora 1.63% Add +1.9% 130,096 $8.1M
American Investment Services, Inc. 1.89% Reduce -8.4% 130,091 $8.1M
Sax Wealth Advisors, LLC 0.38% Add +100.8% 129,868 $8.1M
Triad Wealth Partners, LLC 0.77% Add +16.9% 129,578 $8.1M
OpenArc Corporate Advisory, LLC 0.13% — 129,496 $8.1M
Retirement Planning Group, LLC 0.26% Reduce -16.6% 128,702 $8.0M
Finhabits Advisors LLC 7.54% — 128,566 $8.0M
Fairman Group, LLC 6.40% Add +7.0% 128,217 $8.0M
Lansing Street Advisors 2.06% Add +1.5% 127,975 $8.0M
Chicago Partners Investment Group LLC 0.20% Add +2.8% 120,351 $7.9M
Ameritas Advisory Services, LLC 0.30% Add +330.0% 126,273 $7.9M
Blueprint Financial Advisors LLC 1.20% Reduce -1.0% 125,987 $7.9M
Farnam Financial LLC 5.92% Add +16.4% 125,909 $7.9M
Koshinski Asset Management, Inc. 0.51% Reduce -2.8% 125,862 $7.9M
Russell Investments Group, Ltd. 0.01% Reduce -5.2% 124,709 $7.8M
Entrust Financial LLC 5.77% — 124,402 $7.8M
Naples Global Advisors, LLC 0.58% Add +3.0% 124,352 $7.8M
Strategent Financial, LLC 4.90% Add +8.3% 124,036 $7.7M
Lexington Hill Partners, LLC 5.81% — 123,771 $7.7M
Brandywine Oak Private Wealth LLC 0.65% Add +1.5% 123,701 $7.7M
Florida Trust Wealth Management Co 0.21% Add +4.3% 123,451 $7.7M
Forefront Analytics, LLC 6.80% Add +11.5% 123,208 $7.7M
Jacobi Capital Management LLC 0.45% Reduce -1.6% 123,129 $7.7M
Tradition Wealth Management, LLC 0.55% Add +4.3% 122,834 $7.7M
RS Crum Inc. 1.53% Reduce -0.9% 122,675 $7.7M
Farrell Financial LLC 4.51% Add +2.3% 122,482 $7.7M
LifePlan Investment Advisors, Inc. 3.10% Add +10.4% 121,717 $7.6M
Veery Capital, LLC 2.33% Add +1.0% 121,635 $7.6M
Summitas Investment Management LLC 5.68% — 120,908 $7.6M
MorganRosel Wealth Management, LLC 1.89% Add +11.6% 120,765 $7.5M
GenTrust, LLC 0.33% Add +1.4% 120,398 $7.5M
EJMK Ventures LLC 4.62% — 120,273 $7.5M
NorthStar Asset Management LLC 3.38% Add +4.1% 120,176 $7.5M
Sagespring Wealth Partners, LLC 0.14% Reduce -1.8% 119,824 $7.5M
Spectrum Strategic Capital Management, LLC 3.96% New 119,317 $7.5M
Madrid Wealth Management, LLC 6.04% — 119,205 $7.4M
Vectors Research Management, LLC 2.27% Add +3.6% 119,009 $7.4M
Csenge Advisory Group 0.34% Add +8.5% 118,762 $7.4M
Capital Analysts, LLC 0.20% Reduce -2.3% 118,401 $7.4M
Creekside Partners 3.11% Add +2.3% 117,768 $7.4M
Optas, LLC 1.15% Add +62.4% 117,703 $7.4M
Encompass Wealth Advisors, LLC 2.50% Add +0.3% 117,502 $7.3M
BlueSky Wealth Advisors, LLC 0.97% Reduce -1.6% 117,426 $7.3M
Lord & Richards Wealth Management, LLC 6.29% Add +55.2% 117,231 $7.3M
Narus Financial Partners, LLC 2.02% Add +0.2% 117,091 $7.3M
Strong Retirement Solutions LLC 4.93% — 117,031 $7.3M
Jim Saulnier & Associates, LLC 3.79% Reduce -2.7% 116,956 $7.3M
Stratos Investment Management, LLC 0.29% Reduce -10.1% 116,652 $7.3M
M Holdings Securities, Inc. 0.52% Add +234.1% 115,996 $7.2M
CoreFirst Bank & Trust 3.91% Reduce -7.4% 115,864 $7.2M
LifeGuide Financial Advisors, LLC 2.40% Add +2.3% 114,461 $7.2M
Andina Capital Management, LLC 4.35% Add +2.2% 115,290 $7.2M
SteelPeak Wealth, LLC 0.24% Add +45.9% 115,261 $7.2M
RHS Financial, LLC 3.51% Add +0.9% 115,164 $7.2M
Eclectic Associates Inc. 1.12% Add +1.7% 115,011 $7.2M
Semitam Bonam LLC 5.95% Add +5.4% 114,437 $7.1M
McNamara Financial Services, Inc. 1.35% Reduce -9.8% 114,349 $7.1M
Fiduciary Advisors, Inc. 5.42% Add +0.5% 114,120 $7.1M
Lane Brothers & Co. Inc. 5.16% — 114,108 $7.1M
Westerkirk Capital Inc. 0.69% No change 113,781 $7.1M
Marino Management, LLC 1.41% — 113,061 $7.1M
Gradient Capital Advisors, LLC 1.82% Add +5.2% 113,158 $7.1M
Rock Creek Group LLC 0.79% Add +64.0% 113,062 $7.1M
TPG Advisors LLC 4.39% Add +2.9% 112,911 $7.1M
W.H. Cornerstone Investments Inc. 4.23% Add +10.6% 112,233 $7.0M
Interchange Capital Partners, LLC 1.30% Add +0.9% 112,201 $7.0M
Meadowbrook Advisors Group, LLC 3.88% — 110,300 $6.9M
Proficio Capital Partners LLC 0.48% Reduce -33.8% 109,726 $6.9M
Grove Street Fiduciary, LLC 2.86% Reduce -6.0% 109,577 $6.8M
Silverlake Wealth Management LLC 1.54% Add +25.3% 109,546 $6.8M
Steph & Co. 1.97% Add +5.1% 109,492 $6.8M
Taylor Hoffman Capital Management LLC 2.08% Reduce -3.1% 109,446 $6.8M
Bearing Point Capital, LLC 1.07% Add +5.4% 109,305 $6.8M
McAdam, LLC 0.31% Reduce -3.3% 108,925 $6.8M
Caldwell Trust Co 0.60% Add +11.8% 108,863 $6.8M
Diversified Enterprises, LLC 0.40% Add +44.6% 108,382 $6.8M
Graves Light Lenhart Wealth, Inc. 0.71% Add +0.6% 107,832 $6.7M
Sachem Hill LLC 1.30% Reduce -1.8% 107,047 $6.7M
Fort Sheridan Advisors LLC 0.85% Add +0.7% 106,989 $6.7M
Compass Financial Group, Inc. 2.95% Add +0.2% 106,920 $6.7M
Leo Wealth, LLC 0.48% Add +110.7% 106,836 $6.7M
Mission Creek Capital Partners, Inc. 1.34% Add +86.1% 106,473 $6.7M
Deutsche Bank AG 0.00% Add +68.8% 106,414 $6.6M
Independent Family Office, LLC 2.77% Add +0.8% 106,190 $6.6M
LOM Asset Management Ltd 1.92% Add +15.4% 106,153 $6.6M
Steel Grove Capital Advisors, LLC 0.69% Add +19.2% 106,021 $6.6M
Sovran Advisors, LLC 0.56% Add +4.1% 101,879 $6.6M
IHT Wealth Management, LLC 0.16% Add +1.2% 103,965 $6.6M
Certified Advisory Corp 0.60% Add +1.4% 105,763 $6.6M
ICONIQ Capital, LLC 0.10% Add +0.0% 105,323 $6.6M
Kingsview Wealth Management, LLC 0.09% Reduce -0.1% 104,995 $6.6M
Motley Fool Wealth Management, LLC 0.51% Add +56.8% 104,823 $6.5M
Ironwood Financial, llc 1.11% Add +2.6% 100,658 $6.5M
Fortis Advisors, LLC 3.60% Reduce -1.8% 104,531 $6.5M
Certuity, LLC 0.41% Add +35.6% 104,253 $6.5M
Crescent Grove Advisors, LLC 0.62% Reduce -2.0% 104,245 $6.5M
SouthState Bank Corp 0.29% Reduce -7.1% 104,166 $6.5M
Wood Tarver Financial Group, LLC 1.82% Add +4.3% 103,620 $6.5M
Broadview Financial Management, LLC 4.31% Add +0.9% 103,043 $6.4M
Wedbush Securities Inc. 0.19% Reduce -14.1% 102,846 $6.4M
Pacific Financial Group Inc. 3.57% Add +434.3% 102,740 $6.4M
JHP Wealth Management, LLC 6.21% — 102,677 $6.4M
Rehmann Capital Advisory Group 0.33% Reduce -1.7% 102,614 $6.4M
Wright Wealth LLC 4.17% — 102,480 $6.4M
Kovack Advisors, Inc. 0.30% Add +95.2% 102,463 $6.4M
Guardsman Private Capital Management, Inc. 5.09% — 102,296 $6.4M
Cypress Wealth Services, LLC 0.88% Add +3.7% 102,265 $6.4M
Foundations Investment Advisors, LLC 0.08% Reduce -37.8% 102,110 $6.4M
St Germain D J Co. Inc. 0.25% Reduce -1.3% 102,030 $6.4M
Hudson Oak Wealth Advisory LLC 5.61% — 101,776 $6.4M
United Advisor Group, LLC 0.82% Add +16.3% 101,663 $6.4M
Whitaker-Myers Wealth Managers, LTD. 1.32% Add +9.8% 101,569 $6.3M
Bank of New Hampshire 1.42% Reduce -0.5% 101,354 $6.3M
Manuka Financial, LLC 3.92% Add +3.5% 100,990 $6.3M
Regency Capital Management Inc.\DE 2.61% Add +11.7% 100,591 $6.3M
Haverford Trust Co 0.06% Add +1.9% 100,522 $6.3M
DRW Securities, LLC 0.48% New 100,398 $6.3M
International Assets Investment Management, LLC 0.43% Add +5.7% 100,308 $6.3M
Mayflower Financial Advisors, LLC 0.76% Add +4.2% 100,270 $6.3M
Meridian Wealth Management, LLC 0.22% Add +24.8% 100,226 $6.3M
Kingswood Wealth Advisors, LLC 0.30% Add +15.8% 100,243 $6.3M
Symmetry Partners, LLC 0.37% Reduce -40.1% 99,852 $6.2M
Marathon Strategic Advisors, LLC 4.76% Reduce -1.5% 99,727 $6.2M
Nuveen, LLC 0.00% No change 99,600 $6.2M
Carroll Advisory Group, LLC 2.69% — 99,445 $6.2M
Avidian Wealth Enterprises, LLC 0.22% Reduce -32.0% 98,488 $6.2M
Astra Wealth Partners LLC 3.76% Add +7.5% 98,424 $6.1M
Cidel Asset Management Inc. 0.43% Reduce -3.3% 98,204 $6.1M
Brucke Financial, Inc. 3.35% Add +11.8% 98,102 $6.1M
Perennial Investment Advisors, LLC 0.48% Add +5.3% 97,972 $6.1M
Burling Wealth Partners, LLC 0.95% Add +38.5% 97,552 $6.1M
Root Financial Partners, LLC 0.31% Add +27.1% 97,303 $6.1M
Curi Capital, LLC 0.11% Add +2.5% 97,278 $6.1M
Cassady Wealth & Retirement Planning, LLC 3.91% — 96,013 $6.0M
Advyzon Investment Management, LLC 0.69% Add +26.1% 95,304 $6.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.14% Reduce -2.0% 95,183 $5.9M
DDFG, Inc 1.30% Reduce -2.2% 94,927 $5.9M
First PREMIER Bank 1.36% Reduce -3.4% 94,836 $5.9M
Great Lakes Advisors, LLC 0.05% Add +136.8% 94,752 $5.9M
A&I Financial Services, LLC 2.81% Add +2.9% 94,559 $5.9M
Legacy Financial Group LLC 0.73% Reduce -40.0% 88,104 $5.9M
Financial Insights, Inc. 1.97% Add +1.7% 94,174 $5.9M
Mather Group, Llc. 0.06% Reduce -20.8% 94,046 $5.9M
Cutler Investment Counsel LLC 0.61% Add +0.0% 94,024 $5.9M
Fiducient Advisors LLC 0.72% Add +30.2% 93,579 $5.8M
Alvarez & Marsal Private Wealth Partners, LLC 1.12% — 92,955 $5.8M
Titleist Asset Management, LLC 0.47% Reduce -29.4% 92,361 $5.8M
Bakala Capital LLC 27.23% Add +2.3% 92,201 $5.8M
Ascent Wealth Partners, LLC 0.66% Reduce -0.1% 91,958 $5.7M
Checchi Capital Advisers, LLC 0.39% Reduce -0.1% 91,937 $5.7M
Peterson Wealth Advisors, LLC 0.76% Reduce -6.4% 91,810 $5.7M
Trevian Wealth Management LLC 2.72% Add +8.7% 91,806 $5.7M
Financial Counselors Inc. 7.92% Reduce -13.4% 91,445 $5.7M
Single Point Partners, LLC 1.13% Add +0.5% 91,439 $5.7M
Americana Partners, LLC 0.16% Add +22.3% 91,120 $5.7M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.76% Add +88.8% 90,975 $5.7M
River Street Advisors LLC 2.13% Add +5.4% 90,908 $5.7M
FC Advisory LLC 1.63% Reduce -1.9% 90,792 $5.7M
Topel & Distasi Wealth Management, LLC 2.76% Reduce -2.3% 90,614 $5.7M
SYM FINANCIAL Corp 0.58% Reduce -8.9% 90,166 $5.6M
Klingenstein Fields & Co. LP 0.21% Add +95.7% 89,933 $5.6M
Avestar Capital, LLC 0.39% Reduce -0.7% 89,894 $5.6M
Dynamic Wealth Strategies, LLC 3.32% Add +17.7% 89,211 $5.6M
MidAtlantic Capital Management, Inc. 3.56% Add +0.4% 88,952 $5.6M
Bluestem Financial Advisors, LLC 2.14% Reduce -0.4% 88,788 $5.5M
Bestgate Wealth Advisors, LLC 9.73% Reduce -0.6% 88,619 $5.5M
LCW Services, LLC 2.95% — 88,593 $5.5M
Smithfield Trust Co 0.24% Reduce -0.6% 88,520 $5.5M
Diversified Trust Co. 0.10% Add +4.3% 87,973 $5.5M
Grey Ledge Advisors, LLC 1.24% Add +1.9% 87,935 $5.5M
Wescott Financial Advisory Group, LLC 0.48% Reduce -0.7% 87,244 $5.5M
Swmg, LLC 1.50% Add +11.3% 79,966 $5.4M
Alley Investment Management Company, LLC 0.63% Reduce -0.3% 86,126 $5.4M
Life Planning Partners, Inc 4.10% Reduce -6.4% 85,612 $5.3M
Climber Capital SA 3.48% — 85,690 $5.3M
ETF Store, Inc. 5.42% Add +1.8% 85,104 $5.3M
AlTi Global, Inc. 0.11% Add +0.5% 84,947 $5.3M
Sagace Wealth Management LLC 3.60% Reduce -0.7% 84,837 $5.3M
One Capital Management, LLC 0.16% Add +171.7% 84,480 $5.3M
Arq Wealth Advisors, LLC 1.42% Reduce -0.6% 84,081 $5.3M
Donalies Financial Planning, LLC 4.47% — 83,960 $5.2M
Graetz Wealth LLC 4.76% — 83,616 $5.2M
Laurel Wealth Planning LLC 2.89% Add +6.4% 83,504 $5.2M
TD Private Client Wealth LLC 0.11% Add +11.8% 83,460 $5.2M
James J. Burns & Company, LLC 0.72% Add +1.0% 83,343 $5.2M
West Bancorporation Inc. 2.72% Add +14.0% 83,170 $5.2M
Highland Capital Management, LLC 0.26% No change 83,044 $5.2M
Verum Partners LLC 1.04% Reduce -5.3% 82,915 $5.2M
Willis Johnson & Associates, Inc. 0.32% Add +6.2% 82,868 $5.2M
Stonekeep Investments, LLC 3.31% Add +4.8% 82,784 $5.2M
Arta Finance Wealth Management LLC 2.64% — 82,749 $5.2M
Qube Research & Technologies Ltd 0.01% Add +2149.5% 82,714 $5.2M
Sentinel Trust Co. Lba 0.51% Reduce -3.7% 82,232 $5.1M
Gladstone Institutional Advisory LLC 0.19% Add +3.6% 82,153 $5.1M
Balboa Wealth Partners 0.85% Reduce -0.2% 82,134 $5.1M
Condor Capital Management 0.41% Reduce -1.0% 81,980 $5.1M
Stonebridge Financial Planning Group, LLC 1.85% Add +15.1% 81,967 $5.1M
Northwest Wealth Management, LLC 0.81% Reduce -7.3% 81,932 $5.1M
Parthenon LLC 0.55% Reduce -4.1% 81,775 $5.1M
Calton & Associates, Inc. 0.75% Reduce -8.0% 81,353 $5.1M
Angeles Wealth Management, LLC 0.28% Reduce -3.3% 81,243 $5.1M
Flywheel Private Wealth LLC 3.17% Reduce -1.1% 81,163 $5.1M
Norris Perne & French LLP 0.34% Reduce -1.2% 81,101 $5.1M
Laraway Financial Advisors Inc 3.30% Add +3.1% 81,003 $5.1M
Clear Creek Financial Management, LLC 0.41% Add +4.0% 80,938 $5.1M
Marks Group Wealth Management, Inc 0.48% Add +9.6% 80,345 $5.0M
Teachers Insurance & Annuity Association of America 5.89% Reduce -19.7% 80,298 $5.0M
Crusonia Wealth Advisors LLC 1.10% — 80,295 $5.0M
U.S. Capital Wealth Advisors, LLC 0.13% Add +6.1% 79,908 $5.0M
First National Trust Co 0.17% Add +25.1% 79,244 $5.0M
Adelphi Trust Co 4.03% — 79,037 $4.9M
Autumn Glory Partners, LLC 1.73% Add +363.7% 78,967 $4.9M
Sightline Wealth Advisors, LLC 2.10% Add +10.2% 78,837 $4.9M
Integrity Alliance, Llc. 0.18% Add +368.1% 78,760 $4.9M
Golden Road Advisors LLC 2.79% Add +1.0% 78,478 $4.9M
Mill Creek Capital Advisors, LLC 0.10% Add +0.5% 78,066 $4.9M
Addison Capital Co 1.21% Add +40.7% 77,616 $4.8M
Brady Martz Wealth Solutions, LLC 0.85% Add +274.2% 77,411 $4.8M
Birch Hill Investment Advisors LLC 0.20% Add +6.1% 77,295 $4.8M
Summit Financial Strategies, Inc. 0.40% Reduce -1.6% 77,241 $4.8M
Magnolia Capital Advisors LLC 1.01% Add +6.7% 77,199 $4.8M
BOS Asset Management, LLC 1.29% Add +4.6% 76,606 $4.8M
Nova R Wealth, Inc. 1.74% Add +54.9% 76,409 $4.8M
Jennison Associates LLC 0.00% Add +795.6% 76,275 $4.8M
FineMark National Bank & Trust 0.15% Add +52.8% 75,892 $4.7M
Hughes Financial Services, LLC 0.74% Reduce -1.7% 75,882 $4.7M
Absolute Capital Management, LLC 1.72% Add +64.0% 75,567 $4.7M
Glassman Wealth Services 0.64% Add +1.2% 75,470 $4.7M
Scott Capital Advisors, LLC 1.03% Add +1.1% 74,587 $4.7M
Proathlete Wealth Management LLC 1.27% Add +15.7% 73,952 $4.6M
Northland Capital Management LLC 2.60% Reduce -33.4% 74,367 $4.6M
Squire Investment Management Company, LLC 1.40% Add +10.9% 74,279 $4.6M
Petros Family Wealth, LLC 3.08% New 73,981 $4.6M
Severin Investments, LLC 4.08% Reduce -3.8% 73,944 $4.6M
Sapient Capital LLC 0.06% Add +194.9% 73,231 $4.6M
Innealta Capital, LLC 2.48% Add +4.6% 73,313 $4.6M
Columbus Macro, LLC 0.50% Add +1.7% 73,290 $4.6M
Asset Allocation & Management Company, LLC 1.84% No change 73,189 $4.6M
LMCG Investments, LLC 0.26% Add +0.8% 73,066 $4.6M
Prospera Financial Services Inc 0.07% Add +8.0% 72,918 $4.6M
Tailwinds Wealth, LLC 4.88% — 72,482 $4.5M
C M Bidwell & Associates Ltd. 2.13% Reduce -0.8% 72,283 $4.5M
Stock Yards Bank & Trust Co. 0.14% Add +3.2% 72,246 $4.5M
Capital Asset Managemnet, LLC 5.00% — 72,217 $4.5M
Federation des caisses Desjardins du Quebec 0.02% Reduce -0.8% 72,106 $4.5M
Annis Gardner Whiting Capital Advisors, LLC 0.85% No change 72,015 $4.5M
Kastel Capital Advisors, LLC 2.76% — 71,993 $4.5M
Traction Financial Partners, LLC 2.66% Add +2.4% 71,902 $4.5M
Moors & Cabot, Inc. 0.19% Add +35.3% 71,893 $4.5M
Private Trust Co. NA 0.39% Reduce -6.2% 71,798 $4.5M
Nabity-Jensen Investment Management Inc 3.02% Add +3.6% 71,290 $4.5M
SageView Advisory Group, LLC 0.15% Reduce -4.2% 71,264 $4.5M
Rockingstone Advisors LLC 2.02% Reduce -0.0% 70,974 $4.4M
Red Tortoise LLC 1.90% Add +1.0% 70,963 $4.4M
Greenspring Advisors, LLC 0.27% Add +948.3% 70,717 $4.4M
Visionary Wealth Advisors 0.20% Add +13.5% 70,680 $4.4M
Napier Financial, LLC 1.10% — 70,392 $4.4M
Parkside Financial Bank & Trust 0.33% Add +1.8% 70,372 $4.4M
SVB Wealth LLC 0.26% Reduce -1.9% 70,211 $4.4M
Conservest Capital Advisors, Inc. 0.39% Add +1.3% 69,997 $4.4M
Baker Avenue Asset Management, LP 0.10% Add +4.2% 69,976 $4.4M
Barry Investment Advisors, LLC 0.97% Add +0.7% 69,540 $4.3M
Security Benefit Life Insurance Co. 1.80% Reduce -2.3% 69,200 $4.3M
Wesbanco Bank Inc. 0.12% Reduce -23.5% 68,825 $4.3M
Andrews Advisory Associates, LLC 2.28% — 68,537 $4.3M
Renasant Bank 2.89% Reduce -13.6% 68,291 $4.3M
VERITY Wealth Advisors 2.63% No change 67,932 $4.2M
BCGM Wealth Management, LLC 1.08% Reduce -32.2% 67,475 $4.2M
Northstar Financial Companies, Inc. 3.35% Reduce -1.6% 67,326 $4.2M
Luminvest Wealth Management LLC 1.16% Add +78.0% 67,197 $4.2M
PCM Encore, LLC 0.89% — 67,034 $4.2M
Schroder Investment Management Group 0.00% Reduce -92.3% 66,411 $4.2M
Camelot Technology Advisors, Inc. 3.13% Add +1.6% 66,552 $4.2M
Gold Investment Management Ltd. 1.33% No change 66,513 $4.2M
Pine Harbor Wealth Management, LLC 1.27% Add +39.1% 66,501 $4.2M
Opinicus Capital, Inc. 2.89% Reduce -0.3% 66,445 $4.2M
Aegis Wealth Management LLC 2.34% Reduce -3.0% 66,276 $4.1M
Sincerus Advisory, LLC 3.33% Add +1.9% 66,239 $4.1M
Van Cleef Asset Management,Inc 0.42% Reduce -0.5% 66,089 $4.1M
BridgePort Financial Solutions, LLC 1.11% Reduce -3.6% 65,942 $4.1M
DMKC Advisory Services, LLC 1.80% Add +8.6% 65,793 $4.1M
Monument Capital Management 1.02% Reduce -1.9% 65,587 $4.1M
Nestegg Advisors, Inc. 3.48% Add +1.5% 65,306 $4.1M
Atlantic Edge Private Wealth Management, LLC 1.01% Reduce -1.6% 65,095 $4.1M
Evergreen Capital Management LLC 0.09% Add +0.9% 65,088 $4.1M
Bravera Wealth 2.03% — 64,985 $4.1M
Allodium Investment Consultants, LLC 2.04% Reduce -1.7% 64,487 $4.0M
Thoroughbred Financial Services, LLC 0.24% Add +4.2% 64,390 $4.0M
Cushing Capital Partners, LLC 2.97% Add +9.9% 64,192 $4.0M
Calydon Capital 0.68% New 64,166 $4.0M
Highline Wealth Partners LLC 1.13% Add +1.5% 64,071 $4.0M
Silver Coast Investments LLC 1.38% Reduce -7.7% 64,034 $4.0M
Evanson Asset Management, LLC 0.22% Add +11.8% 63,956 $4.0M
PFG Advisors 0.19% Add +13.5% 63,736 $4.0M
Shepherd Financial Partners LLC 0.37% Reduce -3.8% 63,699 $4.0M
Walker Financial Services, Inc. 1.44% Add +49.3% 63,657 $4.0M
CJM Wealth Advisers, Ltd. 1.19% Add +1.0% 63,653 $4.0M
Centerline Wealth Advisors, LLC 1.44% Reduce -65.4% 63,542 $4.0M
Greystone Financial Group, LLC 0.61% Add +1.8% 62,928 $3.9M
STAR Financial Bank 2.01% Add +919.6% 62,876 $3.9M
Waters Parkerson & Co., LLC 0.19% Add +7.8% 62,590 $3.9M
Forum Financial Management, LP 0.05% Add +0.8% 62,573 $3.9M
Patton Fund Management, Inc. 0.52% Add +11.1% 62,454 $3.9M
Armbruster Capital Management, Inc. 0.65% Reduce -0.5% 62,336 $3.9M
Berger Financial Group, Inc 0.23% Reduce -0.8% 62,296 $3.9M
FFT Wealth Management LLC 0.74% Reduce -5.4% 62,173 $3.9M
Nomura Asset Management Co. Ltd. 0.01% Reduce -11.4% 61,960 $3.9M
Kirtland Hills Capital Management, LLC 1.36% Add +29.6% 61,960 $3.9M
Michael & Susan Dell Foundation 0.13% New 61,900 $3.9M
GC Wealth Management RIA, LLC 0.14% Reduce -26.6% 61,827 $3.9M
Washington Trust Advisors, Inc. 0.29% Add +3.6% 61,630 $3.9M
Old Peak Finance LLC 2.37% — 61,494 $3.8M
Palatine Hill Wealth Management, LLC 3.09% — 61,349 $3.8M
Quartz Partners, LLC 1.42% Add +1.7% 61,269 $3.8M
One Day In July LLC 0.31% Reduce -38.2% 60,676 $3.8M
Collective Family Office LLC 0.87% Reduce -0.4% 60,661 $3.8M
Wealthspan Partners, LLC 1.38% Add +19.3% 60,589 $3.8M
Barrett & Company, Inc. 1.26% Reduce -2.5% 60,490 $3.8M
CogentBlue Wealth Advisors, LLC 2.57% Reduce -3.6% 60,409 $3.8M
Pathfinder Wealth Consulting, Inc. 2.38% — 60,358 $3.8M
Legacy Edge Advisors, LLC 0.41% Add +29.6% 60,314 $3.8M
Essential Planning, LLC. 1.20% Add +37.4% 60,308 $3.8M
Charter Oak Capital Management, LLC 0.29% Add +2.6% 60,103 $3.8M
Rockland Trust Co. 0.15% Add +4.5% 59,982 $3.7M
Chilton Investment Co. Inc. 0.08% Reduce -18.8% 59,721 $3.7M
Essex Bank 0.81% Add +1.1% 59,469 $3.7M
Gray Private Wealth, LLC 1.81% Reduce -0.1% 59,434 $3.7M
Hilltop Holdings Inc. 0.22% Reduce -0.9% 59,344 $3.7M
Midwest Financial Partners Investments, Inc. 2.05% — 59,135 $3.7M
Elm Partners Management LLC 0.17% Add +12.8% 59,046 $3.7M
TPG Financial Advisors, LLC 1.23% Add +0.5% 59,006 $3.7M
Washington Trust Bank 0.26% Add +0.3% 58,645 $3.7M
Pacific Park Financial, Inc. 2.28% — 58,521 $3.7M
PFC Capital Group, Inc. 1.50% Add +10.8% 58,325 $3.6M
Morling Financial Advisors, LLC 1.15% Add +0.1% 58,266 $3.6M
Wingate Wealth Advisors, Inc. 2.03% Add +6.2% 58,143 $3.6M
Alpine Bank Wealth Management 0.51% Reduce -1.1% 57,904 $3.6M
Mullaney, Keating & Wright, Inc. 1.91% Add +0.1% 57,785 $3.6M
Weinberger Asset Management, Inc 1.30% Reduce -6.2% 57,785 $3.6M
Sageworth Trust Co of South Dakota 2.94% Add +61.7% 57,612 $3.6M
Lodestone Wealth Management LLC 1.47% Reduce -1.7% 57,589 $3.6M
Verus Wealth Management, LLC 3.35% Reduce -47.0% 57,527 $3.6M
NorthLanding Financial Partners, LLC 2.88% Add +0.6% 57,345 $3.6M
Greykasell Wealth Strategies, Inc. 1.41% Reduce -1.9% 56,968 $3.6M
Firestone Capital Management 0.75% Add +0.4% 56,796 $3.5M
Cove Private Wealth, LLC 1.06% No change 56,475 $3.5M
Archvest Wealth Advisors, Inc. 2.25% Add +10.5% 56,456 $3.5M
LPWM LLC 0.89% Add +4.7% 56,433 $3.5M
Debussy Capital Management LP 0.48% Reduce -7.3% 56,310 $3.5M
ETF Portfolio Partners, Inc. 0.91% Reduce -0.4% 56,272 $3.5M
World Equity Group, Inc. 0.98% Reduce -0.8% 56,054 $3.5M
RKL Wealth Management LLC 0.29% Add +1.2% 56,042 $3.5M
Family Wealth Partners, LLC 1.26% Reduce -0.1% 55,842 $3.5M
Archer Investment Corp 0.79% Reduce -18.4% 55,734 $3.5M
Midwestern Financial, LLC 2.88% Add +5.7% 55,729 $3.5M
Bartlett & Co. Wealth Management LLC 0.05% Add +13.5% 55,709 $3.5M
General Partner, Inc. 1.97% No change 55,579 $3.5M
JT Stratford LLC 0.45% Reduce -37.4% 55,569 $3.5M
Legacy Financial Advisors, Inc. 0.48% Add +0.1% 55,555 $3.5M
High Note Wealth, LLC 0.68% Add +57.8% 55,500 $3.5M
Birch Financial Group, LLC 1.98% Add +2.8% 55,490 $3.5M
Montecito Bank & Trust 0.55% Add +6.5% 55,288 $3.5M
RTD Financial Advisors, Inc. 0.42% Reduce -10.4% 55,222 $3.4M
Perennial Advisors, LLC 0.58% Add +20.8% 55,069 $3.4M
City Holding Co. 0.42% Add +23.7% 54,777 $3.4M
Frankly Finances, LLC 3.23% — 54,541 $3.4M
Joel Isaacson & Co., LLC 0.11% Add +33.4% 54,494 $3.4M
Western Wealth Management, LLC 0.16% Add +3.6% 54,465 $3.4M
Peoples Bank 2.11% Reduce -3.3% 54,447 $3.4M
JDM Financial Group LLC 1.30% Reduce -2.0% 53,787 $3.4M
Manchester Capital Management LLC 0.46% Add +2.1% 53,766 $3.4M
Cordgrass Capital Advisors, LLC 0.81% Add +32.5% 53,696 $3.4M
Uptown Financial Advisors LLC 2.85% Add +3.6% 53,599 $3.3M
BTC Capital Management, Inc. 0.23% No change 53,551 $3.3M
Hutchens & Kramer Investment Management Group, LLC 1.16% Add +3.1% 53,527 $3.3M
Beacon Financial Group 0.33% Reduce -1.0% 53,347 $3.3M
Blom & Howell Financial Planning, Inc. 3.31% — 53,342 $3.3M
Cornerstone Wealth Management, LLC 0.17% Add +2.7% 53,234 $3.3M
Elevation Wealth Partners, LLC 1.18% Add +1.4% 53,182 $3.3M
Guardian Asset Advisors, LLC 1.73% Add +0.8% 53,171 $3.3M
Oakmont Advisory Group, LLC 3.54% — 53,066 $3.3M
Venture Visionary Partners LLC 0.11% Add +17.2% 52,673 $3.3M
Shrier Wealth Management, LLC 1.31% — 52,472 $3.3M
Maltin Wealth Management, Inc. 1.30% Add +3.2% 52,226 $3.3M
Prospera Capital Management, LLC 1.63% Add +1.5% 51,675 $3.2M
Lazard Asset Management LLC 0.01% Add +77.7% 51,605 $3.2M
Baron Wealth Management LLC 0.99% Add +0.8% 51,555 $3.2M
Capital Group Private Client Services, Inc. 0.05% Add +24.1% 51,533 $3.2M
E&G Advisors, LLC 0.72% Add +13.1% 51,522 $3.2M
Brown Brothers Harriman & Co. 0.02% Add +2.9% 51,377 $3.2M
Southland Equity Partners LLC 0.63% Add +3.5% 51,005 $3.2M
Shepherd Street Advisors LLC 3.05% — 50,854 $3.2M
Roehl & Yi Investment Advisors, LLC 1.27% Add +11.1% 108,490 $3.2M
Covestor Ltd 1.66% Add +4.8% 50,724 $3.2M
Boston Family Office LLC 0.20% Reduce -0.8% 50,725 $3.2M
Unique Wealth, LLC 0.44% Reduce -1.6% 50,601 $3.2M
Clarion Wealth Managment Partners, LLC 2.91% Reduce -6.7% 50,418 $3.1M
BancFirst Trust & Investment Management 1.30% Reduce -3.3% 50,138 $3.1M
Sowell Financial Services LLC 0.11% Add +4.2% 50,022 $3.1M
Magnus Financial Group LLC 0.24% Add +9.5% 49,854 $3.1M
Texas Yale Capital Corp. 0.09% Add +3.0% 49,827 $3.1M
N.E.W. Advisory Services LLC 0.23% Reduce -5.5% 49,754 $3.1M
Cullen/Frost Bankers, Inc. 0.03% Add +101.9% 49,694 $3.1M
LGL Partners, LLC 1.30% Add +1.7% 48,826 $3.1M
Bayban 2.70% — 48,821 $3.0M
Carr Financial Group Corp 0.81% Add +7.9% 48,798 $3.0M
Oxford Financial Group, LTD. LLC 0.17% Add +10.7% 48,792 $3.0M
Guidance Capital, Inc. 0.74% Add +2.4% 46,249 $3.0M
Riverview Trust Co 3.66% No change 48,354 $3.0M
Castle Wealth Management LLC 1.00% Reduce -1.8% 48,099 $3.0M
Sherman Wealth Management LLC 2.61% — 48,096 $3.0M
Canal Capital Management, LLC 0.43% Add +10.9% 48,069 $3.0M
Global Endowment Management, LP 0.37% No change 48,000 $3.0M
Whipplewood Advisors, LLC 1.93% Reduce -1.8% 47,958 $3.0M
Summit Wealth Group LLC / Co. 0.40% New 47,859 $3.0M
Soltis Investment Advisors LLC 0.20% Reduce -3.5% 47,609 $3.0M
RiverFront Investment Group, LLC 0.05% Reduce -14.8% 47,203 $2.9M
J. R. Prunier Capital Management LLC 1.22% — 46,910 $2.9M
Trek Financial, LLC 0.17% Reduce -3.8% 46,811 $2.9M
Note Advisors, LLC 1.50% Reduce -1.8% 44,901 $2.9M
Waystone Advisors LLC 2.50% — 46,671 $2.9M
Independent Financial Group, LLC 0.07% Add +12.1% 46,615 $2.9M
HMV Wealth Advisors, LLC 1.45% Reduce -1.1% 46,470 $2.9M
Jefferson Bridge Capital, LLC 2.92% — 46,375 $2.9M
Arbor Wealth Advisors LLC 2.06% Add +2.2% 46,316 $2.9M
Compass Ion Advisors, LLC 0.28% Reduce -0.2% 46,275 $2.9M
Watershed Private Wealth LLC 0.87% Reduce -0.3% 46,214 $2.9M
Private Wealth Asset Management, LLC 0.31% Add +3.1% 46,184 $2.9M
Thrive Wealth Management, LLC 0.42% Reduce -1.2% 46,167 $2.9M
Spinnaker Trust 0.15% Add +42.7% 46,156 $2.9M
Archford Capital Strategies, LLC 0.34% Add +0.7% 46,132 $2.9M
DAVENPORT & Co LLC 0.02% Reduce -15.8% 46,042 $2.9M
Wincap Financial LLC 1.97% Reduce -65.6% 46,021 $2.9M
Clear Retirement Advice LLC 2.23% — 42,956 $2.9M
StoneX Group Inc. 0.12% Add +8.3% 45,841 $2.9M
Diversified Portfolios, Inc. 0.24% Reduce -0.6% 45,823 $2.9M
Simplicity Wealth,LLC 0.17% Add +10.3% 45,649 $2.9M
KLCM Advisors, Inc. 0.24% New 45,581 $2.8M
Acorn Wealth Advisors, LLC 0.85% Add +1.5% 45,574 $2.8M
Avantax Planning Partners, Inc. 0.08% Reduce -2.5% 45,243 $2.8M
Neuberger Berman Group LLC 0.00% Add +13.3% 45,213 $2.8M
VestGen Investment Management 1.56% Reduce -8.2% 45,183 $2.8M
C2C Wealth Management, LLC 2.36% Reduce -2.5% 44,891 $2.8M
Greenleaf Trust 0.03% Reduce -0.5% 44,541 $2.8M
SOL Capital Management CO 0.25% No change 44,455 $2.8M
Blue Trust, Inc. 0.03% Add +16.4% 44,323 $2.8M
Strategic Financial Planning, Inc. 1.57% Reduce -0.1% 44,199 $2.8M
AMG National Trust Bank 0.07% Add +1.0% 44,190 $2.8M
May Hill Capital, LLC 0.74% Reduce -10.5% 44,052 $2.8M
Planning Project LLC 0.69% — 44,038 $2.8M
Upper Left Wealth Management, LLC 1.68% Add +1.7% 43,986 $2.7M
Barclays PLC 0.00% Reduce -2.3% 43,712 $2.7M
Holos Integrated Wealth LLC 1.52% Reduce -3.8% 43,177 $2.7M
DB Fitzpatrick & Co, Inc 2.42% Add +22.7% 43,635 $2.7M
Maryland Capital Advisors Inc. 0.92% Reduce -2.3% 43,581 $2.7M
Fulton Bank, N.A. 0.09% Add +11.2% 43,403 $2.7M
Falcon Wealth Planning 0.23% Reduce -3.4% 43,370 $2.7M
Inspirion Wealth Advisors, LLC 0.33% Add +44.7% 43,169 $2.7M
GS Investments, Inc. 1.46% Add +14.2% 42,900 $2.7M
Indivisible Partners 0.29% — 42,990 $2.7M
Hancock Whitney Corp. 0.05% Reduce -24.5% 42,847 $2.7M
SHP Wealth Management 0.21% — 42,803 $2.7M
Ticino Wealth 0.99% — 42,777 $2.7M
PCA Investment Advisory Services Inc. 0.93% Add +21.8% 42,619 $2.7M
Quadrant Capital Group LLC 0.08% Reduce -2.9% 42,610 $2.7M
Global Wealth Management Investment Advisory, Inc. 0.43% Add +0.9% 42,537 $2.7M
Basecamp Wealth Advisors LLC 0.57% — 42,509 $2.7M
Patriot Financial Group Insurance Agency, LLC 0.32% Reduce -2.7% 42,413 $2.6M
Birchwood Financial Partners, Inc. 2.61% — 42,110 $2.6M
Bahl & Gaynor LLC 0.01% Add +27.0% 41,813 $2.6M
Asset Dedication, LLC 0.17% Add +0.4% 41,767 $2.6M
Creegan & Nassoura Financial Group, LLC 1.69% Reduce -3.0% 41,753 $2.6M
Retirement Investment Advisors, Inc. 0.21% Reduce -1.3% 41,663 $2.6M
Bison Wealth, LLC 0.29% Reduce -94.9% 41,928 $2.6M
Stone Wealth Partners 2.31% — 41,504 $2.6M
Colonial Trust Co / SC 0.35% No change 41,435 $2.6M
Buffalo Business & Estate Services Ltd. 0.37% — 41,255 $2.6M
Larch Capital Partners LLC 0.35% — 41,141 $2.6M
Orcam Financial Group 1.93% Add +1.9% 41,135 $2.6M
M3 Advisory Group, LLC 1.55% Add +0.2% 40,776 $2.5M
Riverchase Wealth Management, LLC 1.38% No change 40,613 $2.5M
Appleton Partners Inc. 0.17% Reduce -2.7% 40,550 $2.5M
Curry Webb Wealth Management LLC 1.25% — 40,431 $2.5M
Connecticut Capital Management Group, LLC 2.41% — 40,343 $2.5M
Benchmark Financial, LLC 2.50% — 40,073 $2.5M
Aquire Wealth Advisors, LLC 0.65% Reduce -2.7% 40,036 $2.5M
Allen Capital Group, LLC 0.23% Add +0.2% 39,918 $2.5M
DGS Capital Management, LLC 0.42% Add +2.0% 39,630 $2.5M
Comprehensive Money Management Services LLC 1.71% Reduce -0.9% 39,629 $2.5M
Solstein Capital, LLC 0.99% New 39,626 $2.5M
Private Wealth Management Group, LLC 0.66% Reduce -4.8% 39,610 $2.5M
SeaCrest Wealth Management, LLC 0.25% Reduce -6.9% 38,674 $2.5M
XTX Topco Ltd 0.06% Add +74.1% 39,538 $2.5M
OneAscent Financial Services LLC 0.23% Reduce -45.8% 39,529 $2.5M
Ironwood Investment Counsel, LLC 0.34% Reduce -4.2% 39,522 $2.5M
Bangor Savings Bank 0.20% Reduce -3.9% 39,496 $2.5M
Sherry Group, Inc. 2.57% — 39,115 $2.5M
Delta Financial Advisors LLC 0.64% Add +4.7% 39,256 $2.5M
First Trust Advisors LP 0.00% Reduce -0.3% 39,127 $2.4M
Aureus Asset Management, LLC 0.16% Add +1.3% 39,065 $2.4M
Inscription Capital, LLC 0.25% Add +29.4% 38,999 $2.4M
Baron Silver Stevens Financial Advisors, LLC 0.35% Add +12.8% 38,827 $2.4M
Family CFO Inc 1.08% Add +0.0% 38,811 $2.4M
Rothschild Capital Partners, LLC 0.57% Add +32.4% 38,797 $2.4M
Cyndeo Wealth Partners, LLC 0.13% Reduce -1.1% 38,732 $2.4M
Parsonex Advisory Services, Inc. 1.54% Add +1.9% 38,703 $2.4M
Kennebec Savings Bank 2.09% Reduce -0.6% 38,665 $2.4M
Clientfirst Wealth Management, LLC 1.93% Reduce -1.1% 38,474 $2.4M
Viewpoint Investment Partners Corp. 1.14% Reduce -0.8% 38,461 $2.4M
Clifford Swan Investment Counsel LLC 0.08% Add +8.6% 38,459 $2.4M
Davidson Trust Co. 1.00% Add +16.5% 38,386 $2.4M
IFC Advisors LLC 0.35% No change 38,200 $2.4M
Evermay Wealth Management LLC 0.27% Reduce -0.4% 38,177 $2.4M
Old North State Trust, LLC 1.41% Reduce -16.4% 38,065 $2.4M
Larson Financial Group LLC 0.08% Add +8.0% 38,045 $2.4M
Flagship Harbor Advisors, LLC 0.11% Reduce -1.2% 38,027 $2.4M
LongView Wealth Management 0.57% Reduce -8.3% 36,358 $2.4M
Adirondack Capital Advisors, LLC 1.58% — 37,642 $2.4M
Centaurus Financial, Inc. 0.11% Reduce -12.1% 37,550 $2.3M
Montag A & Associates Inc. 0.11% Add +256.9% 37,481 $2.3M
Trust Co. of Toledo NA 0.23% Reduce -1.5% 37,477 $2.3M
Victory Financial Group, LLC 0.29% Add +45.9% 37,310 $2.3M
Atlas Legacy Advisors, LLC 0.41% Add +19.7% 37,242 $2.3M
DV Trading LLC 0.20% — 37,214 $2.3M
Cogent Private Wealth, Inc. 1.77% — 37,199 $2.3M
Sage Capital Advisors,llc 0.55% Add +6.6% 37,149 $2.3M
BBR Partners, LLC 0.12% Add +6.3% 37,057 $2.3M
Gryphon Financial Partners LLC 0.25% Add +3.7% 36,960 $2.3M
One Wealth Advisors, LLC 0.28% Reduce -21.6% 33,459 $2.3M
L & S Advisors Inc 0.23% Add +1.1% 36,785 $2.3M
Lynx Investment Advisory 1.25% Add +8.6% 36,624 $2.3M
JMN Financial LLC 2.28% — 36,549 $2.3M
First National Advisers, LLC 0.31% Reduce -8.4% 36,400 $2.3M
MCF Advisors LLC 0.13% Add +2094.3% 36,271 $2.3M
Blue Bell Private Wealth Management, LLC 0.33% Reduce -0.2% 36,267 $2.3M
RCS Financial Planning, LLC 0.97% Add +9.5% 36,184 $2.3M
United Community Bank 0.85% Add +220.2% 36,116 $2.3M
Harmony Asset Management LLC 0.76% Add +38.3% 36,100 $2.3M
HCR Wealth Advisors 0.22% Add +15.9% 36,097 $2.3M
Aua Capital Management, LLC 1.13% Add +0.0% 36,067 $2.3M
Bell Bank 0.10% No change 36,005 $2.2M
Cranbrook Wealth Management, LLC 0.44% Reduce -2.8% 35,811 $2.2M
Dearborn Partners LLC 0.11% Add +24.8% 35,629 $2.2M
Quadrature Capital Ltd 0.02% New 35,514 $2.2M
FSM Wealth Advisors, LLC 0.30% Reduce -28.3% 35,382 $2.2M
Cynosure Group, LLC 0.22% Add +0.9% 35,363 $2.2M
Sharp Wealth Advisory, LLC 1.11% Add +9.0% 35,363 $2.2M
RCW Management, LLC 2.23% — 35,338 $2.2M
William Howard & Co Financial Advisors Inc 1.86% Reduce -0.9% 35,316 $2.2M
WASHINGTON TRUST Co 0.07% Reduce -2.7% 35,210 $2.2M
Journey Strategic Wealth LLC 0.06% Reduce -5.6% 35,019 $2.2M
Synergy Asset Management, LLC 0.23% Reduce -71.3% 34,924 $2.2M
North Star Asset Management Inc. 0.09% Add +4.9% 34,922 $2.2M
ATX Financial Planning, LLC 1.68% — 34,873 $2.2M
Compass Capital Corp. /Ma/ 0.84% Add +2.4% 31,779 $2.2M
Dakota Wealth Management 0.04% Add +11.1% 34,865 $2.2M
Austin Wealth Management, LLC 0.32% Reduce -9.0% 34,005 $2.2M
Security National Bank of Sioux City Iowa 1.39% Reduce -0.6% 34,763 $2.2M
Hurley Capital, LLC 1.22% Add +16.3% 34,730 $2.2M
Stevens Capital Partners 0.57% Add +5.9% 34,671 $2.2M
Hardy Reed LLC 0.15% Reduce -0.5% 34,670 $2.2M
Innova Wealth Partners 1.09% Reduce -3.8% 34,541 $2.2M
Belpointe Asset Management LLC 0.08% Add +0.5% 34,529 $2.2M
Eagle Bluffs Wealth Management LLC 0.87% Add +5.7% 34,359 $2.1M
Certior Financial Group, LLC 1.46% Add +6.0% 34,303 $2.1M
Jefferies Financial Group Inc. 0.02% Add +8.7% 34,115 $2.1M
GeoWealth Management, LLC 0.08% Reduce -10.1% 33,956 $2.1M
Charis Legacy Partners, LLC 3.13% Reduce -2.8% 33,953 $2.1M
Oarsman Capital, Inc. 0.28% Reduce -18.3% 33,880 $2.1M
WBH Advisory Inc. 0.16% Reduce -0.4% 33,809 $2.1M
Legacy Bridge, LLC 0.85% Reduce -0.5% 33,629 $2.1M
Beacon Advisors Holdings, LLC 1.10% — 33,397 $2.1M
Running Point Capital Advisors, LLC 0.57% Reduce -9.7% 33,214 $2.1M
Bigelow Investment Advisors, LLC 0.81% Reduce -1.2% 33,211 $2.1M
Mezzasalma Advisors, LLC 0.50% New 32,715 $2.1M
Maseco LLP 0.09% New 33,070 $2.1M
Edge Financial Advisors LLC 0.86% Add +7.0% 32,890 $2.1M
Capital Investment Advisors, LLC 0.03% Add +14.2% 32,851 $2.1M
Milestone Asset Management Group, LLC 1.16% Add +2.9% 32,771 $2.0M
Fermata Advisors, LLC 0.49% Add +3.0% 32,763 $2.0M
Insight 2811, Inc. 0.90% Add +1.9% 32,656 $2.0M
New Republic Capital, LLC 0.54% Add +49.6% 32,640 $2.0M
Generations Wealth, LLC 2.08% — 32,604 $2.0M
State Street Corp. 0.00% Reduce -55.0% 32,545 $2.0M
Platform Technology Partners 0.43% Add +14.4% 32,370 $2.0M
Global Financial Private Client, LLC 0.71% Reduce -1.1% 32,326 $2.0M
Institute for Wealth Management, LLC. 0.21% Reduce -1.4% 32,272 $2.0M
Hansen & Associates Financial Group, Inc. 1.10% Reduce -4.3% 29,392 $2.0M
Afg Fiduciary Services Limited Partnership 1.20% Reduce -7.5% 31,729 $2.0M
Liberty Wealth Management LLC 0.26% Reduce -2.2% 32,056 $2.0M
Moneco Advisors, LLC 0.16% Reduce -0.2% 31,992 $2.0M
Capital City Trust Co. 0.44% No change 31,857 $2.0M
Everhart Financial Group, Inc. 0.18% Add +4.8% 31,844 $2.0M
Landmark Wealth Management, LLC 0.76% Add +0.9% 31,778 $2.0M
HighPoint Advisor Group LLC 0.04% New 31,702 $2.0M
Heritage Investment Group, Inc. 0.30% Reduce -1.8% 31,531 $2.0M
GAMMA Investing LLC 0.10% Add +7.4% 31,528 $2.0M
Tennessee Valley Asset Management Partners 0.25% Add +8.2% 31,371 $2.0M
Affinity Capital Advisors, LLC 0.27% Add +7.9% 31,108 $1.9M
Aries Wealth Management 0.43% No change 31,000 $1.9M
Crewe Advisors LLC 0.17% Add +2.7% 30,847 $1.9M
Lutz Financial Services LLC 0.13% No change 30,798 $1.9M
Five Oceans Advisors 0.68% Reduce -0.6% 30,753 $1.9M
L.K. Benson & Company, P.C. 0.96% Add +27.6% 30,746 $1.9M
IFG Advisory, LLC 0.08% Reduce -7.2% 30,743 $1.9M
Peoples Financial Services Corp. 0.89% No change 30,710 $1.9M
Entrewealth, LLC 0.86% Reduce -10.5% 28,405 $1.9M
Thompson Siegel & Walmsley LLC 0.03% Add +21.2% 30,613 $1.9M
Daymark Wealth Partners, LLC 0.06% Reduce -1.8% 30,518 $1.9M
Pallas Capital Advisors LLC 0.06% Add +43.9% 30,461 $1.9M
Wealthcare Capital Partners, LLC 0.89% Reduce -0.3% 30,428 $1.9M
Financial Planning Hawaii, Inc. 1.09% — 30,419 $1.9M
Maridea Wealth Management LLC 0.29% Reduce -8.9% 30,368 $1.9M
Total Clarity Wealth Management, Inc. 0.46% Add +5.0% 30,365 $1.9M
Vanguard Personalized Indexing Management, LLC 0.02% Add +6.2% 30,238 $1.9M
Carl P. Sherr & Co., LLC 0.84% Add +3.0% 28,467 $1.9M
Migdal Insurance & Financial Holdings Ltd. 0.02% Add +18.8% 30,053 $1.9M
Balanced Rock Investment Advisors LLC 1.33% Add +0.2% 29,936 $1.9M
Mondrian Investment Partners LTD 0.03% Reduce -87.1% 29,918 $1.9M
Pure Portfolios Holdings LLC 0.56% Add +5.5% 29,868 $1.9M
Breakwater Capital Group 0.26% Add +1.8% 29,858 $1.9M
Sunburst Financial Group, LLC 0.38% Reduce -0.3% 29,809 $1.9M
J.E. Simmons & Co., P.C. 1.20% — 29,752 $1.9M
Sterling Financial Planning, Inc. 0.56% Reduce -1.5% 29,562 $1.8M
Endeavor Private Wealth, Inc. 0.53% Add +12.3% 29,537 $1.8M
First National Bank Sioux Falls 0.55% No change 29,440 $1.8M
Fortis Capital Advisors, LLC 0.27% Add +3.4% 29,279 $1.8M
Ethos Financial Group, LLC 0.14% Add +33.0% 29,277 $1.8M
Redwood Wealth Management Group, LLC 0.77% Reduce -0.7% 29,214 $1.8M
Petra Financial Advisors Inc. 1.07% Add +4.5% 29,191 $1.8M
CX Institutional 0.05% Add +12.3% 28,844 $1.8M
Parr McKnight Wealth Management Group, LLC 0.24% Add +8.8% 28,803 $1.8M
Motco 0.16% Add +1.7% 28,714 $1.8M
Perspective Wealth Advisors LLC 1.27% — 28,619 $1.8M
Independent Advisor Alliance 0.04% Add +232.9% 28,561 $1.8M
Destination Wealth Management 0.05% Add +11.2% 28,515 $1.8M
Insigneo Advisory Services, LLC 0.13% Add +5.0% 28,477 $1.8M
Tolleson Wealth Management, Inc. 0.26% No change 28,361 $1.8M
Advus Financial Partners, LLC 0.43% No change 28,313 $1.8M
Genesis Private Wealth, LLC 0.55% Add +145.6% 28,254 $1.8M
Nottingham Advisors, Inc. 0.24% Reduce -28.9% 27,962 $1.7M
Ewa, LLC 0.43% Add +735.3% 27,941 $1.7M
ERn Financial, LLC 0.33% Reduce -0.5% 27,743 $1.7M
Vista Investment Management 0.57% Add +3.3% 27,618 $1.7M
Hall Laurie J Trustee 0.57% No change 27,589 $1.7M
Smithbridge Asset Management Inc. 0.15% Add +75.7% 27,516 $1.7M
Opes Wealth Management LLC 0.29% Reduce -1.1% 27,457 $1.7M
Bernicke Wealth Management, Ltd. 0.22% — 27,386 $1.7M
Wealthedge Investment Advisors, LLC 0.63% Add +0.2% 27,377 $1.7M
Verdence Capital Advisors LLC 0.10% Reduce -43.0% 27,304 $1.7M
Kiley Juergens Wealth Management, LLC 0.37% Reduce -1.6% 27,259 $1.7M
Bragg Financial Advisors, Inc 0.06% Reduce -2.6% 27,216 $1.7M
Spire Wealth Management 0.06% Add +0.6% 27,194 $1.7M
Novem Group 0.20% Reduce -1.8% 27,099 $1.7M
Krilogy Financial LLC 0.06% Add +22.3% 25,584 $1.7M
Baker Boyer National Bank 0.51% Add +1.2% 27,044 $1.7M
Midland Wealth Advisors, LLC 0.09% Reduce -0.0% 27,028 $1.7M
Gridiron Partners, LLC 0.96% Reduce -99.4% 26,975 $1.7M
Bath Savings Trust Co 0.17% Add +52.7% 26,970 $1.7M
Beacon Bridge Wealth Partners, LLC 0.56% Add +2.8% 26,854 $1.7M
Capital Advisors, Ltd. LLC 0.19% Add +23.2% 26,799 $1.7M
Claris Financial LLC 0.89% Reduce -6.4% 26,751 $1.7M
SB Capital Management Inc 0.61% — 26,734 $1.7M
Lavelle Capital LP 1.06% — 26,671 $1.7M
Milestone Investment Advisors LLC 0.40% Add +1.2% 26,664 $1.7M
Hardman Johnston Global Advisors LLC 0.08% New 26,640 $1.7M
Chico Wealth RIA 1.08% Reduce -0.6% 26,497 $1.7M
Level Four Advisory Services, LLC 0.05% Reduce -68.9% 26,428 $1.7M
Sequent Planning LLC 0.42% Add +43.3% 26,416 $1.7M
Minot DeBlois Advisors LLC 1.48% Add +0.1% 26,375 $1.6M
Continuum Advisory, LLC 0.16% Add +3.1% 26,291 $1.6M
Quadrant Private Wealth Management, LLC 0.27% Add +22.0% 26,190 $1.6M
Confluence Wealth Services, Inc. 0.07% Add +28.3% 26,189 $1.6M
Colony Family Offices, LLC 0.41% No change 26,174 $1.6M
Wick Capital Partners, LLC 0.29% Add +47.1% 26,169 $1.6M
White Lighthouse Investment Management Inc. 0.23% Add +0.0% 26,168 $1.6M
Baxter Bros Inc. 0.19% Add +6.2% 26,043 $1.6M
Cohen Investment Advisors LLC 0.74% Add +3.0% 25,851 $1.6M
Crestwood Advisors Group, LLC 0.03% Add +3.0% 25,786 $1.6M
Align Financial, LLC 0.93% — 1,604,874 $1.6M
Ramsay, Stattman, Vela & Price, Inc. 0.29% Add +4.4% 25,632 $1.6M
Talisman Wealth Advisors LLC 1.25% Add +203.8% 25,581 $1.6M
S.A. Mason LLC 0.63% Add +54.1% 25,569 $1.6M
Hegarty Advisors, LLC 1.39% — 25,537 $1.6M
Strategies Wealth Advisors, LLC 0.16% Reduce -0.1% 25,529 $1.6M
Retirement Systems of Alabama 0.01% Reduce -1.7% 25,369 $1.6M
CFO4Life Group, LLC 0.23% Add +1.4% 25,335 $1.6M
Voya Financial Advisors, Inc. 0.15% Reduce -6.2% 25,213 $1.6M
IMA Advisory Services, Inc. 0.15% Add +0.1% 25,198 $1.6M
Mma Asset Management LLC 0.56% Add +0.2% 25,175 $1.6M
Refined Wealth Management 1.06% Add +206.6% 25,152 $1.6M
PW Advisors, LLC \ FL 1.26% — 25,130 $1.6M
Quantify Chaos Advisors, LLC 4.73% — 24,970 $1.6M
Meridian Investment Counsel Inc. 0.38% Add +0.6% 24,945 $1.6M
Midwest Capital Advisors, LLC 0.74% Add +1.0% 24,736 $1.5M
Flower City Capital 0.79% Add +1.2% 24,710 $1.5M
Flagstar Securities, Inc. 0.52% Reduce -3.5% 24,623 $1.5M
Curated Wealth Partners LLC 0.17% Add +12.1% 24,515 $1.5M
SBI Okasan Asset Management Co.Ltd. 0.08% — 24,389 $1.5M
Brand Asset Management Group, Inc. 0.43% Reduce -0.8% 24,479 $1.5M
McCarter Private Wealth Services LLC 0.69% Reduce -2.5% 24,473 $1.5M
Ariel Investments 0.02% Reduce -57.5% 24,473 $1.5M
Smith Chas P & Associates Pa Cpas 0.08% No change 24,399 $1.5M
Topor & Co. Korea 1.14% — 24,266 $1.5M
Zacks Investment Management 0.01% Reduce -12.1% 24,248 $1.5M
Axis Wealth Partners, LLC 0.83% Add +2.0% 24,191 $1.5M
Everstar Asset Management, LLC 0.81% Reduce -31.3% 24,102 $1.5M
South Plains Financial, Inc. 0.89% No change 24,064 $1.5M
Advisory Research Inc. 0.19% No change 24,026 $1.5M
Optimist Retirement Group LLC 0.69% Add +0.6% 23,971 $1.5M
Founders Financial Alliance, LLC 0.28% Reduce -0.8% 23,967 $1.5M
Compass Planning Associates Inc 1.03% Add +6.6% 23,870 $1.5M
HUB Investment Partners, LLC 0.04% Reduce -16.8% 23,861 $1.5M
3Chopt Investment Partners, LLC 0.33% Add +12.6% 23,853 $1.5M
Scotia Capital Inc. 0.01% Reduce -2.2% 23,853 $1.5M
Fidelity D & D Bancorp Inc. 0.64% Reduce -0.1% 23,794 $1.5M
Sterling Investment Management, LLC 0.84% Add +4.9% 23,753 $1.5M
First American Bank 0.09% Reduce -1.0% 23,741 $1.5M
Prosperity Planning, Inc. 0.55% Reduce 0.0% 23,740 $1.5M
KCM Investment Advisors LLC 0.05% Add +1.8% 23,705 $1.5M
Financial Strategies Group, Inc. 0.27% Reduce -0.1% 23,084 $1.5M
Kavar Capital Partners Group, LLC 0.20% No change 23,663 $1.5M
Williams Jones Wealth Management, LLC. 0.02% Add +0.6% 23,619 $1.5M
Tempo Wealth, LLC 0.26% — 23,579 $1.5M
Bridge Generations Wealth Management LLC 0.91% Add +9.7% 23,569 $1.5M
Peck Wealth Management, LLC 1.38% Add +0.8% 23,349 $1.5M
Silver Grove Financial Group, Inc. 1.26% Add +3.3% 23,340 $1.5M
Leonard Rickey Investment Advisors P.L.L.C. 0.26% Reduce -2.4% 23,276 $1.5M
Capital Advisors Wealth Management, LLC 0.20% Add +3.3% 23,269 $1.5M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.15% Add +10.0% 23,263 $1.5M
Chapin Davis, Inc. 0.34% Add +0.1% 23,262 $1.5M
Windsor Advisory Group, LLC 1.30% New 23,252 $1.5M
Arcadia Investment Advisors LLC 0.68% No change 23,239 $1.5M
Aprio Wealth Management, LLC 0.08% Add +52.6% 20,094 $1.5M
Catalyst Financial Partners LLC 0.16% Reduce -0.8% 23,104 $1.4M
Elevatus Welath Management 0.39% No change 23,002 $1.4M
Ofc Financial Planning, LLC 1.36% Add +25.2% 22,959 $1.4M
Security National Bank of So Dak 0.71% No change 22,949 $1.4M
Probity Advisors, Inc. 0.23% Reduce -1.1% 22,857 $1.4M
City State Bank 0.39% Add +6.6% 22,830 $1.4M
Downshift Financial, LLC 0.88% — 21,637 $1.4M
TCTC Holdings, LLC 0.04% No change 22,760 $1.4M
Clear Harbor Asset Management, LLC 0.10% Reduce -1.8% 22,757 $1.4M
Monograph Wealth Advisors, LLC 0.14% Reduce -0.1% 22,722 $1.4M
Benchmark Financial Wealth Advisors, LLC 0.41% Reduce -0.1% 22,692 $1.4M
Cannell & Spears LLC 0.03% No change 22,691 $1.4M
New England Private Wealth Advisors LLC 0.18% Add +27.4% 22,658 $1.4M
Clear Investment Research, LLC 2.34% Add +11.4% 22,623 $1.4M
Key Financial Inc 0.26% Add +4.8% 22,567 $1.4M
Accel Wealth Management 0.39% Reduce -2.2% 22,565 $1.4M
Johnson Financial Group, Inc. 0.05% Reduce -9.9% 22,537 $1.4M
Wealth Advisory Solutions, LLC 0.33% Reduce -4.5% 22,491 $1.4M
Legacy Trust 0.26% Add +4.9% 22,366 $1.4M
Peak Financial Management, Inc. 0.36% Reduce -2.6% 22,329 $1.4M
Jump Financial, LLC 0.02% Add +19.2% 22,311 $1.4M
Pecaut & Co. 0.45% Add +5.3% 22,288 $1.4M
Fiduciary Financial Group, LLC 0.20% Reduce -0.3% 22,240 $1.4M
Investment Advisory Group, LLC 0.36% Add +2.4% 22,221 $1.4M
American Alpha Advisors, LLC 0.87% Add +17.6% 22,171 $1.4M
Financial Life Advisors 0.43% No change 22,169 $1.4M
Wealthcare Capital Management LLC 0.14% Add +5.2% 22,149 $1.4M
IKE Capital, LLC 1.20% — 22,027 $1.4M
HORAN Wealth, LLC 0.21% Add +0.6% 21,984 $1.4M
WealthTrak Capital Management LLC 0.98% Reduce -1.3% 21,875 $1.4M
Boston Trust Walden Corp 0.01% No change 21,848 $1.4M
Wilson & Boucher Capital Management, LLC 0.90% Add +2.9% 21,837 $1.4M
1832 Asset Management L.P. 0.00% Add +1.6% 21,812 $1.4M
Traveka Wealth, LLC 0.55% New 21,772 $1.4M
Canvas Wealth Advisors, LLC 0.23% Reduce -1.7% 21,761 $1.4M
Eq LLC 0.39% Reduce -5.1% 21,709 $1.4M
Plan A Wealth LLC 0.66% Add +13.1% 21,673 $1.4M
Hanover Advisors Inc. 0.52% Reduce -3.7% 21,597 $1.3M
Roffman Miller Associates Inc. 0.07% Add +2.3% 21,581 $1.3M
Fielder Capital Group LLC 0.29% Add +77.1% 21,578 $1.3M
Main Management LLC 0.10% Add +10.8% 21,530 $1.3M
Osborne Partners Capital Management, LLC 0.07% No change 21,524 $1.3M
Clearwave Capital, LLC 0.99% — 21,512 $1.3M
Wealthquest Corp 0.10% Add +7.5% 21,511 $1.3M
Steinberganna Wealth Management 0.63% Add +4.2% 21,482 $1.3M
Ami Investment Management Inc. 0.30% No change 21,452 $1.3M
Pennington Partners & Co., LLC 0.54% Add +8.6% 21,445 $1.3M
Marshall Financial Group, LLC 0.26% Add +0.7% 21,436 $1.3M
Antonelli Financial Advisors, LLC 0.88% Add +1.7% 21,368 $1.3M
Citadel Advisors 0.00% Reduce -20.6% 21,300 $1.3M
Smith Salley Wealth Management 0.07% Add +6.0% 21,296 $1.3M
Burke & Herbert Bank & Trust Co. 0.37% Reduce -42.5% 21,230 $1.3M
MBE Wealth Management, LLC 0.56% Add +8.8% 21,230 $1.3M
Laurel Wealth Advisors LLC 0.18% No change 21,198 $1.3M
McNaughton Wealth Management, LLC 0.54% Add +14.3% 21,121 $1.3M
Brio Consultants, LLC 0.17% Reduce -3.6% 21,032 $1.3M
Mitchell Capital Management Co. 0.23% No change 21,029 $1.3M
NBT Bank, N.A. 0.08% Add +12.1% 20,981 $1.3M
McClarren Financial Advisors, Inc. 0.78% Reduce -39.8% 8,211 $1.3M
Cape Investment Advisory, Inc. 0.40% Add +34.5% 20,912 $1.3M
Sensible Money, LLC 0.42% No change 20,849 $1.3M
Baldwin Wealth Partners LLC 0.08% Add +25.3% 20,835 $1.3M
Diesslin Group, Inc. 0.52% — 20,729 $1.3M
Greenline Partners, LLC 0.15% No change 20,601 $1.3M
Gerber Kawasaki Wealth & Investment Management 0.04% Add +34.7% 20,598 $1.3M
Bell Investment Advisors, Inc 0.20% Reduce -1.7% 20,532 $1.3M
Quotient Wealth Partners, LLC 0.03% Add +19.2% 20,497 $1.3M
Defined Wealth Management, LLC 0.74% Reduce -0.6% 20,436 $1.3M
Shufro Rose & Co. LLC 0.09% Reduce -65.9% 20,408 $1.3M
Birchcreek Wealth Management, LLC 0.63% Reduce -0.5% 20,407 $1.3M
Sargent Investment Group, LLC 0.16% New 20,375 $1.3M
Cannon Financial Strategists, Inc. 0.18% Reduce -4.0% 20,295 $1.3M
Jag Capital Management, LLC 0.14% No change 20,275 $1.3M
Meriwether Wealth & Planning, LLC 0.71% New 20,243 $1.3M
Hardin Capital Partners, LLC 0.60% Add +0.3% 20,240 $1.3M
Mechanics Bank Trust Department 0.17% Add +175.8% 20,227 $1.3M
Fee-Only Financial Planning, L.C. 0.74% No change 20,194 $1.3M
NTV Asset Management LLC 0.13% Add +0.0% 20,188 $1.3M
Maia Wealth LLC 0.21% Reduce -78.3% 18,369 $1.3M
TruNorth Capital Management, LLC 0.24% No change 20,139 $1.3M
Rydar Equities, Inc. 0.98% Add +4.3% 20,096 $1.3M
Prosperity Wealth Management, Inc. 0.42% Add +77.4% 20,082 $1.3M
Boston Research & Management Inc. 0.29% Reduce -0.7% 20,068 $1.3M
TFB Advisors LLC 0.35% Add +37.2% 20,053 $1.3M
Client 1ST Advisory Group, LLC 0.39% Add +5.7% 20,031 $1.3M
WP Advisors, LLC 0.31% Add +6.1% 20,025 $1.3M
Geometric Wealth Advisors 0.16% Add +0.2% 20,009 $1.2M
RBF Capital, LLC 0.06% No change 20,000 $1.2M
Pioneer Wealth Management Group 0.38% Add +0.7% 19,975 $1.2M
Summit Global Investments 0.07% Reduce -6.3% 19,948 $1.2M
WCG Wealth Advisors LLC 0.03% Add +12.1% 19,934 $1.2M
Breakwater Investment Management 0.45% Reduce -0.8% 19,746 $1.2M
Golden State Wealth Management, LLC 0.13% Add +2.0% 19,735 $1.2M
Heritage Financial Services, LLC 0.10% Add +2.4% 19,673 $1.2M
Idaho Trust Co 0.41% Reduce -24.8% 19,658 $1.2M
Squarepoint Ops LLC 0.00% Add +4.8% 19,655 $1.2M
MontVue Capital Management, Inc. 0.82% Add +1.6% 19,644 $1.2M
Bank of Marin 0.85% No change 19,620 $1.2M
Capital Management Associates, Inc 0.27% Add +59.0% 19,616 $1.2M
Taylor & Morgan Wealth Management, LLC 0.69% Reduce -1.1% 19,608 $1.2M
Keystone Financial Group 0.09% Reduce -1.2% 19,534 $1.2M
Twelve Points Wealth Management LLC 0.27% Add +0.9% 18,902 $1.2M
Pinion Investment Advisors, LLC 0.30% Add +8.3% 19,513 $1.2M
Nikulski Financial, Inc. 0.29% Reduce -39.2% 19,452 $1.2M
WealthShield Partners, LLC 0.13% Reduce -0.6% 19,402 $1.2M
Goepper Burkhardt LLC 0.39% Add +2.5% 19,347 $1.2M
Optima Capital LLC 0.52% Reduce -9.4% 19,340 $1.2M
Winthrop Partners - WNY, LLC 0.65% — 19,292 $1.2M
Adirondack Trust Co. 0.40% Add +129.3% 19,259 $1.2M
Halter Ferguson Financial Inc. 0.27% Reduce -0.4% 19,251 $1.2M
Beaumont Financial Advisors, LLC 0.08% Reduce -4.1% 19,189 $1.2M
Outlook Wealth Advisors, LLC 0.27% No change 19,179 $1.2M
Kassira Wealth Management LLC 1.13% Add +7.6% 19,143 $1.2M
Mainsail Financial Group, LLC 0.50% Reduce -4.8% 19,099 $1.2M
Colton Groome Financial Advisors, LLC 0.34% Add +32.5% 19,078 $1.2M
Ketron Financial 0.40% — 19,035 $1.2M
WFA of San Diego, LLC 0.87% Add +3.0% 19,015 $1.2M
PFG Investments, LLC 0.06% Add +5.1% 19,006 $1.2M
Glenview Trust Co 0.02% Add +13.0% 18,954 $1.2M
Mattern Capital Management, LLC 0.14% No change 18,878 $1.2M
Integrated Capital Management, Inc. 0.78% Add +3.8% 18,863 $1.2M
Bridgewater Advisors Inc. 0.08% Reduce -3.3% 18,107 $1.2M
MIdWestOne Financial Group, Inc. 0.13% Reduce -23.4% 18,691 $1.2M
Athena Investment Management 0.60% Add +35.7% 18,642 $1.2M
Anchor Capital Advisors LLC 0.03% New 18,582 $1.2M
Family Capital Management, Inc. 0.51% Add +5.5% 18,551 $1.2M
Red Lighthouse Investment Management, LLC 0.41% No change 18,549 $1.2M
Destiny Wealth Partners, LLC 0.13% No change 17,533 $1.2M
Cambria Investment Management, L.P. 0.07% Add +0.4% 18,525 $1.2M
Legacy Wealth Advisors, LLC 0.76% — 18,499 $1.2M
Glass Jacobson Investment Advisors llc 0.42% Reduce -6.3% 18,491 $1.2M
Stirlingshire Investments, Inc. 1.02% — 18,481 $1.2M
Medallion Wealth Advisors, LLC 0.39% Add +2.5% 18,462 $1.2M
Olde Wealth Management, LLC 0.35% Add +2.5% 18,437 $1.2M
Palisade Asset Management, LLC 0.11% Add +10.7% 18,244 $1.1M
Aureum Wealth Management, LLC 1.06% — 18,223 $1.1M
Uptick Partners, LLC 0.24% Add +23.3% 18,190 $1.1M
Westmount Partners, LLC 0.28% Reduce -20.2% 18,168 $1.1M
Forvis Mazars Wealth Advisors, LLC 0.02% Add +15.6% 18,135 $1.1M
Resources Management Corp. /CT/ 0.15% Add +11.6% 18,101 $1.1M
Salem Investment Counselors Inc. 0.03% Add +155.6% 18,025 $1.1M
Fingerlakes Wealth Management, Inc. 0.71% Add +16.4% 17,951 $1.1M
Earned Wealth Advisors, LLC 0.08% New 17,936 $1.1M
Clearstead Trust, LLC 0.18% Reduce -17.6% 17,912 $1.1M
WorthPointe, LLC 0.29% New 17,891 $1.1M
Biltmore Family Office, LLC 0.15% Reduce -7.3% 17,876 $1.1M
Golden Bell Financial Planning LLC 0.93% Reduce -2.9% 17,869 $1.1M
Atala Financial Inc 0.71% Add +1.2% 17,865 $1.1M
Blue Zone Wealth Advisors, LLC 0.21% Reduce -0.9% 17,707 $1.1M
Tufton Capital Management 0.19% Add +37.6% 17,681 $1.1M
Pillar Financial Advisors, LLC 0.66% Add +1.0% 17,596 $1.1M
Heck Capital Advisors, LLC 0.08% Add +6.6% 17,532 $1.1M
WPG Advisers, LLC 0.81% Reduce -4.5% 17,451 $1.1M
Pinnacle Bancorp, Inc. 0.32% Reduce -0.1% 17,359 $1.1M
GreatBanc Trust CO 0.76% Reduce -44.2% 17,325 $1.1M
KFA Private Wealth Group, LLC 0.26% Add +28.1% 17,293 $1.1M
Financial Perspectives, Inc 0.29% Add +0.2% 17,292 $1.1M
Kestra Investment Management, LLC 0.03% Add +7.5% 17,272 $1.1M
Woodstock Corp. 0.09% No change 17,235 $1.1M
Vista Capital Partners, Inc. 0.11% Add +81.9% 17,224 $1.1M
McDonald Partners LLC 0.34% Add +9.3% 17,190 $1.1M
Aristotle Capital Management, LLC 0.00% Add +184.9% 17,154 $1.1M
Heritage Family Offices, LLP 0.49% New 17,099 $1.1M
FLC Capital Advisors 0.20% Add +16.2% 17,084 $1.1M
FAS Wealth Partners, Inc. 0.07% Add +0.3% 17,023 $1.1M
Richardson Financial Services Inc. 0.34% Add +0.0% 44,946 $1.1M
Wrenne Financial Planning LLC 0.43% Reduce -3.0% 16,938 $1.1M
DKM Wealth Management, Inc. 0.79% Reduce -1.2% 16,896 $1.1M
Tillman Hartley LLC 0.26% Add +208.9% 16,861 $1.1M
Burton Enright Welch 0.15% Add +1.3% 16,841 $1.1M
Godsey & Gibb, Inc. 0.09% Add +8.0% 16,825 $1.1M
XML Financial, LLC 0.09% Add +60.9% 16,789 $1.0M
TCV Trust & Wealth Management, Inc. 0.08% Reduce -5.3% 16,758 $1.0M
Mayfair Advisory Group, LLC 0.40% Add +0.5% 16,492 $1.0M
Paragon Capital Management Ltd 0.21% Add +2.2% 16,625 $1.0M
Freedom Financial Partners LLC 0.38% Reduce -10.1% 16,592 $1.0M
Strategic Financial Services, Inc. 0.05% No change 15,355 $1.0M
Coppell Advisory Solutions LLC 0.10% Add +4.2% 16,460 $1.0M
Tobias Financial Advisors, Inc. 0.15% Reduce -26.6% 16,530 $1.0M
Stordahl Capital Management, Inc. 0.21% Reduce -0.8% 16,501 $1.0M
Busey Bank 0.03% Add +15.9% 16,466 $1.0M
Arcus Capital Partners, LLC 0.37% Reduce -5.0% 16,401 $1.0M
2UniFi Bank 0.49% Add +21.5% 16,396 $1.0M
MTM Investment Management, LLC 0.33% Reduce -0.0% 16,391 $1.0M
Integrated Capital Management, LLC 0.44% Add +1.7% 16,321 $1.0M
Mountain Capital Investment Advisors Inc. 0.16% Reduce -32.8% 15,457 $1.0M
Center for Financial Planning, Inc. 0.11% Add +8.1% 16,254 $1.0M
Polaris Investment Advisors, LLC 0.73% — 16,244 $1.0M
Signet Financial Management, LLC 0.11% Reduce -3.2% 16,219 $1.0M
Portfolio Resources Advisor Group, Inc. 1.01% — 16,163 $1.0M
Axecap Investments, LLC 0.62% New 16,159 $1.0M
Macroview Investment Management LLC 0.69% Add +11.8% 16,097 $1.0M
First County Bank 0.53% Add +2.4% 16,096 $1.0M
Harpswell Capital Advisors, LLC 0.80% Reduce -7.9% 16,090 $1.0M
RDA Financial Network 0.24% Add +6.1% 16,057 $1.0M
Allie Family Office LLC 0.47% No change 16,050 $1.0M
Friedenthal Financial 0.52% Reduce -0.7% 16,034 $1.0M
Next Capital Management LLC 0.32% No change 16,023 $1.0M
Howland Capital Management LLC 0.04% No change 15,998 $999K
Summit Wealth Partners, LLC 0.18% Add +9.8% 15,916 $994K
Abacus Wealth Partners, LLC 0.10% New 15,902 $993K
W Advisors, LLC 0.50% Reduce -3.7% 15,874 $992K
Capital Investment Advisory Services, LLC 0.07% Reduce -11.2% 15,853 $990K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -6.7% 14,740 $990K
Belleair Asset Management, LLC 0.94% — 15,830 $989K
Spirepoint Private Client, LLC 0.09% Add +232.5% 15,802 $987K
Horizon Investment Services, LLC 0.35% Add +0.2% 15,777 $986K
Valpey Financial Services, LLC 0.63% Reduce -0.4% 15,747 $984K
Northwest Bancshares, Inc. 0.19% Reduce -0.1% 15,746 $984K
Legacy Capital Wealth Partners, LLC 0.21% Add +5.0% 15,679 $979K
Schaper Benz & Wise Investment Counsel Inc. 0.07% Add +26.4% 15,675 $979K
Crux Wealth Advisors 0.36% Add +1.2% 15,665 $979K
FSA Advisors, Inc. 0.68% Reduce -70.6% 15,642 $977K
Richard W. Paul & Associates, LLC 0.32% Add +0.3% 15,637 $977K
Transcend Capital Advisors, LLC 0.08% Add +33.8% 15,632 $977K
Phillips Financial Management, LLC 0.06% Reduce -6.2% 15,589 $974K
UNIVEST FINANCIAL Corp 0.05% Add +7.0% 15,566 $972K
Rainier Family Wealth Inc. 0.73% Add +0.5% 15,562 $972K
Fragasso Financial Advisors Inc 0.06% Reduce -0.9% 15,540 $971K
Tudor Financial Inc. 0.50% Add +5.1% 15,535 $970K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.12% Add +0.4% 15,504 $969K
Santori & Peters, Inc. 0.33% Add +1.4% 15,446 $965K
Rice Partnership, LLC 0.13% Reduce -4.7% 15,394 $962K
Sound View Wealth Advisors Group, LLC 0.06% No change 15,369 $960K
Viewpoint Capital Management LLC 0.42% No change 15,346 $959K
Douglass Winthrop Advisors, LLC 0.02% Reduce -39.5% 15,285 $955K
Arsenal Capital Advisors LLC 0.67% — 15,283 $955K
Chevy Chase Trust Holdings, LLC 0.00% No change 15,240 $952K
Aspire Capital Advisors LLC 0.22% No change 15,225 $951K
Pacific Sage Partners, LLC 0.15% Add +36.4% 15,167 $947K
Twin City Private Wealth, LLC 0.72% Reduce -10.4% 15,134 $945K
Black Cypress Capital Management, LLC 0.66% Reduce -1.4% 15,121 $945K
RAM Investment Partners, LLC 0.17% Reduce -11.4% 15,115 $944K
National Wealth Management Group, LLC 0.33% Add +139.6% 15,065 $941K
Vantage Point Financial LLC 0.34% Add +3.4% 15,063 $941K
My Personal CFO, LLC 0.39% Reduce -87.6% 15,045 $940K
Richards, Merrill & Peterson, Inc. 0.36% Add +6.3% 15,020 $938K
Stephens Consulting, LLC 0.30% Reduce -0.4% 15,015 $938K
Adamsbrown Wealth Consultants LLC 0.26% Reduce -0.9% 14,968 $935K
Sonoma Private Wealth LLC 1.13% Add +3.1% 14,918 $932K
Lake Street Private Wealth, LLC 0.11% Reduce -0.9% 14,869 $929K
Bay Capital Advisors, LLC 0.57% Add +0.1% 14,858 $928K
Yoder Wealth Management, Inc. 0.42% No change 14,841 $927K
Waterfront Wealth Inc. 0.18% Add +7.3% 13,980 $927K
Beckerman Institutional, LLC 0.52% Add +0.7% 14,748 $921K
Capstone Wealth Management Group LLC 0.56% Add +23.3% 14,716 $919K
Edgestream Partners, L.P. 0.03% Reduce -46.0% 14,701 $918K
Innovative Wealth Building LLC 0.67% Add +14.0% 14,691 $918K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.31% Reduce -1.3% 14,682 $917K
Modus Advisors, LLC 0.24% Reduce -0.2% 14,680 $917K
Elser Financial Planning, Inc 0.66% Reduce -3.9% 14,659 $916K
Exchange Bank 0.63% Reduce -0.3% 14,642 $915K
Carmel Capital Partners, LLC 0.32% Add +3.2% 14,566 $910K
Sage Rhino Capital LLC 0.17% Add +3.2% 14,474 $904K
Ascentis Independent Advisors 0.15% Add +13.7% 14,452 $903K
Kintra Wealth, LLC 0.13% New 14,412 $900K
Strategic Advisory Partners, LLC 0.75% — 14,388 $899K
Capital Advantage, Inc. 0.12% Reduce -0.6% 14,382 $898K
TriaGen Wealth Management LLC 0.23% No change 14,353 $897K
First National Bank & Trust Co. of Newtown 0.16% Add +0.1% 14,340 $896K
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 0.84% — 14,305 $894K
Vigilare Wealth Management 0.30% No change 14,300 $893K
55 North Private Wealth, LLC 0.23% — 14,269 $891K
Skyline Advisors, Inc. 0.30% Add +14.9% 14,267 $891K
Romano Brothers and Company 0.10% Reduce -2.7% 14,262 $891K
Golden Reserve Retirement LLC 0.16% New 14,225 $889K
Serenity Investment Advisors 0.52% — 13,843 $885K
BigSur Wealth Management LLC 0.21% No change 14,100 $881K
Richard P Slaughter Associates Inc 0.18% Add +3.5% 14,092 $880K
Performance Wealth Partners, LLC 0.02% Add +58.2% 14,083 $880K
14B Captial Management LP 0.70% New 14,000 $875K
Sankala Group LLC 0.70% — 12,435 $873K
Global Assets Advisory, LLC 0.25% Add +37.3% 13,922 $870K
Evernest Financial Advisors, LLC 0.18% Reduce -26.1% 12,710 $869K
First Merchants Corp. 0.03% Add +4.4% 13,903 $869K
Clarendon Private LLC 0.73% No change 13,868 $866K
Fort Vancouver Investment Management, LLC 0.46% Reduce -16.9% 13,845 $865K
Intelligence Driven Advisers, LLC 0.12% Add +4.6% 13,813 $863K
TCI Wealth Advisors, Inc. 0.05% Add +2.0% 13,809 $863K
Potomac Fund Management Inc. 0.03% Reduce -3.5% 13,749 $859K
Kera Capital Partners, Inc. 0.11% Add +15.9% 12,970 $859K
True Vision MN LLC 0.44% Reduce -7.1% 13,736 $858K
First National Bank of Hutchinson 0.50% No change 13,732 $858K
BCS Wealth Management 0.09% Add +96.9% 13,726 $857K
Fiscal Wisdom Wealth Management, LLC 0.81% Add +34.3% 13,724 $857K
Advisory Alpha, LLC 0.02% Add +7.1% 13,712 $857K
LS Investment Advisors, LLC 0.12% Reduce -14.1% 13,711 $857K
Dentgroup LLC 0.58% Reduce -17.7% 13,618 $851K
NorthCrest Asset Manangement, LLC 0.02% Reduce -5.2% 13,294 $850K
Accurate Wealth Management, LLC 0.11% Reduce -13.1% 13,143 $848K
Spinnaker Investment Group, LLC 0.15% Add +31.2% 13,539 $846K
MA Private Wealth 0.14% Reduce -22.5% 13,527 $845K
Raleigh Capital Management Inc. 0.31% Reduce -12.4% 13,507 $844K
Fortress Financial Group, LLC 0.62% Add +0.1% 13,483 $842K
Forthright Family Wealth Advisory LLC 0.53% Reduce -5.1% 13,465 $841K
Annex Advisory Services, LLC 0.02% Add +1.3% 13,350 $834K
Revisor Wealth Management LLC 0.22% Add +30.2% 13,008 $834K
Godfrey Financial Associates, Inc. 0.72% — 13,301 $831K
Causey Wealth LLC 0.38% Reduce -5.9% 13,285 $830K
Bluespring Wealth Management, LLC 0.07% Reduce -3.9% 13,272 $829K
Koesten, Hirschmann & Crabtree, INC. 0.41% Reduce -3.3% 13,251 $828K
Pathway Financial Advisors LLC 0.10% Reduce -7.5% 12,798 $821K
Independence Bank of Kentucky 0.10% No change 13,135 $821K
Approach Retirement Advisors, LLC 0.71% — 13,128 $820K
Bluesphere Advisors LLC 0.36% Add +2.3% 13,118 $819K
Alaethes Wealth, LLC 0.23% Add +7.5% 13,083 $817K
St. Clair Advisors, LLC 0.21% Add +1.7% 13,049 $815K
Ritter Daniher Financial Advisory LLC / DE 0.14% Add +4.0% 13,048 $815K
Resonant Capital Advisors, LLC 0.04% No change 13,000 $812K
Claro Advisors Inc. 0.11% Reduce -3.0% 12,966 $810K
GEM Asset Management, LLC 0.36% Add +48.0% 12,672 $809K
Apollon Financial, LLC 0.12% Add +2.9% 12,897 $806K
Petix & Botte Co 0.18% Add +4.9% 12,888 $805K
Silver Oak Wealth Advisors Services, LLC 0.52% Reduce -0.5% 12,875 $804K
Arkos Global Advisors 0.10% Reduce -5.4% 12,871 $804K
Sound Income Strategies, LLC 0.04% Add +31.9% 12,337 $804K
Venturi Wealth Management, LLC 0.04% Reduce -45.1% 12,853 $803K
Warren Street Wealth Advisors, LLC 0.23% Reduce -34.6% 12,809 $800K
DecisionPoint Financial, LLC 0.18% Reduce -0.3% 12,789 $799K
Eagle Global Advisors LLC 0.03% Add +1.5% 12,785 $799K
Gateway Wealth Partners, LLC 0.09% Add +39.5% 12,782 $798K
Fiduciary Alliance LLC 0.05% Add +39.5% 12,710 $794K
Elgethun Capital Management 0.14% Add +1.4% 12,676 $792K
Objective Capital Management, LLC 0.80% No change 12,640 $790K
Integrated Wealth Management 0.88% — 12,577 $786K
Brookwood Investment Group LLC 0.09% Add +0.4% 12,560 $785K
Forefront Wealth Partners, LLC 0.37% Reduce -89.8% 12,550 $784K
Viawealth, LLC 0.44% Reduce -0.1% 12,550 $784K
Redmond Asset Management, LLC 0.20% Add +0.1% 12,545 $784K
Darden Wealth Group Inc 0.38% Add +0.1% 12,515 $782K
Powers Advisory Group, LLC 0.29% Add +8.4% 12,508 $781K
W1M Asset Management Ltd 0.01% Reduce -23.9% 12,478 $779K
Capital Squared Financial LLC 0.61% Add +22.3% 12,459 $778K
Wealth Dimensions Group, Ltd. 0.15% Reduce -4.8% 12,457 $778K
Integral Investment Advisors, Inc. 0.19% Add +20.4% 12,453 $778K
Everett Harris & Co. 0.01% Add +8.4% 12,450 $778K
Fayez Sarofim & Co 0.00% No change 12,444 $777K
Round Rock Advisors LLC 0.12% Add +0.1% 12,433 $777K
Opulen Financial Group LLC 0.56% Add +0.6% 12,388 $774K
Spectrum Asset Management, Inc. (NB/CA) 0.26% Reduce -1.4% 12,283 $767K
Outbound Financial Inc 0.60% No change 12,280 $767K
VeraBank, N.A. 0.14% Reduce -0.3% 12,267 $766K
Hobart Private Capital, LLC 0.15% Reduce -57.9% 12,253 $765K
Missouri Trust & Investment Co 0.22% Reduce -0.5% 12,206 $763K
Cambiar Investors LLC 0.03% Add +221.0% 12,201 $762K
Freedom Investment Management, Inc. 0.22% Reduce -0.7% 12,167 $760K
Alpha Financial Advisors, LLC 0.23% Reduce -4.0% 12,154 $759K
River Wealth Advisors LLC 0.09% Add +1.3% 12,143 $759K
Laffer Tengler Investments, Inc. 0.13% No change 12,142 $759K
Center For Asset Management LLC 0.40% Reduce -0.1% 12,098 $756K
Peak Wealth Management LLC 0.63% — 12,089 $755K
Virtue Asset Management LLC 0.61% Reduce -3.0% 12,080 $755K
Pearl Planning LLC 0.46% — 12,078 $755K
Cornerstone Financial Group, LLC 0.53% Add +8.1% 12,073 $754K
Radnor Capital Management, LLC 0.11% No change 12,020 $751K
Sheridan Capital Management, LLC 0.38% Reduce -0.8% 12,008 $750K
TrueWealth Advisors, LLC 0.19% Reduce -23.3% 11,995 $749K
Farmers National Bank 0.17% Add +11.3% 11,985 $749K
MLG Wealth Management DBA Pine Grove Financial Group 0.09% — 11,961 $747K
Kesler, Norman & Wride, LLC 0.13% New 11,954 $747K
apricus wealth, LLC 0.38% Add +20.1% 11,951 $747K
Stanley-Laman Group, Ltd. 0.09% Add +4.2% 11,941 $746K
Abbot Financial Management, Inc. 0.31% Add +1.6% 11,911 $744K
Foguth Wealth Management, LLC. 0.12% — 11,759 $743K
HTG Investment Advisors, Inc. 0.23% Add +1.5% 11,879 $742K
Princeton Global Asset Management LLC 0.12% Add +76.1% 11,830 $739K
Heritage Investors Management Corp. 0.02% Reduce -7.5% 11,826 $739K
MeadowBrook Investment Advisors LLC 0.64% Add +0.1% 11,810 $738K
Requisite Capital Management, LLC 0.14% New 11,792 $737K
Sachetta, LLC 0.40% Reduce -54.9% 11,769 $735K
Barnes Dennig Private Wealth Management LLC 0.74% No change 11,757 $734K
Asset Management Group, Inc. 0.12% Reduce -1.0% 11,725 $732K
West Michigan Advisors, LLC 0.17% Add +4.6% 11,719 $732K
Kingdom Financial Group LLC. 0.23% Add +245.1% 11,683 $730K
Guardian Financial Partners, LLC 0.31% Add +1.7% 11,672 $729K
Dodds Wealth, LLC 0.18% Reduce -11.8% 11,672 $729K
Fourth Dimension Wealth, LLC 0.27% Add +0.4% 11,660 $728K
Lee Danner & Bass Inc. 0.05% Add +4.2% 11,642 $727K
Town Capital LLC 0.59% — 11,640 $727K
Villere St Denis J & Co. LLC 0.07% No change 11,610 $725K
Capital Planning LLC 0.20% Add +27.1% 11,471 $725K
Quantum Financial Advisors, LLC 0.08% No change 11,572 $723K
Asempa Wealth Advisors 0.62% — 11,572 $723K
Oak Wealth Advisors LLC 0.41% No change 11,549 $721K
Wellspring Financial Advisors, LLC 0.06% Reduce -0.9% 11,523 $720K
Clarkston Capital Partners, LLC 0.02% New 11,523 $720K
Urban Financial Advisory Corp 0.28% Add +1.5% 11,498 $718K
Curtis Advisory Group, LLC 0.15% Reduce -1.6% 11,488 $718K
Hemenway Trust Co LLC 0.05% Add +25.6% 11,458 $716K
Empirical Asset Management, LLC 0.20% Reduce -2.0% 14,605 $710K
Bedel Financial Consulting, Inc. 0.08% Reduce -10.6% 11,355 $709K
Grandfield & Dodd, LLC 0.04% No change 11,350 $709K
Ledyard National Bank 0.06% Reduce -11.3% 11,350 $709K
Nolet Wealth Management, LLC 0.40% — 11,344 $709K
Planned Solutions, Inc. 0.23% Reduce -1.4% 11,329 $708K
Chatham Capital Group, Inc. 0.10% No change 11,260 $703K
CRA Financial Services, LLC 0.09% Add +60.2% 11,254 $703K
Matisse Capital 0.31% No change 11,228 $701K
Summit Wealth & Retirement Planning, Inc. 0.16% Add +0.0% 11,129 $695K
Sherman Asset Management, Inc. 0.59% Reduce -10.2% 11,125 $695K
River's Edge Wealth Management, LLC 0.68% — 10,105 $695K
Forza Wealth Management, LLC 0.25% Reduce -9.2% 11,083 $692K
Fund Evaluation Group, LLC 0.02% Reduce -3.6% 11,074 $692K
CWS Financial Advisors, LLC 0.19% Add +17.1% 11,063 $691K
Keating Financial Advisory Services, Inc. 0.09% — 11,048 $690K
InTrack Investment Management Inc 0.39% Reduce -0.0% 11,047 $690K
Carnegie Investment Counsel 0.01% Add +8.0% 10,951 $684K
Frontier Asset Management, LLC 0.16% Add +2.1% 10,941 $683K
Van Den Berg Management I, Inc. 0.16% Reduce -5.7% 10,895 $681K
SKY-Mountain Capital Management, Inc. 0.45% Add +23.1% 10,266 $678K
MJT & Associates Financial Advisory Group, Inc. 0.51% No change 10,848 $678K
Selective Wealth Management, Inc. 0.21% Add +2.2% 10,418 $677K
ORG Partners LLC 0.12% Reduce -4.1% 10,803 $675K
Independent Wealth Network Inc. 0.21% Reduce -7.5% 10,792 $674K
J. Derek Lewis & Associates Inc. 0.16% — 10,738 $671K
Acumen Wealth Advisors, LLC 0.19% — 10,624 $664K
Braun-Bostich & Associates Inc. 0.41% Add +30.1% 10,609 $663K
American State Bank (Iowa) 0.32% Add +16.4% 10,590 $662K
SwitchPoint Financial Planning, LLC 0.46% No change 10,580 $661K
Argyle Capital Partners, LLC 0.48% Add +6.0% 10,571 $660K
Tepp RIA, LLC 0.65% Reduce -0.6% 10,567 $660K
Investor's Fiduciary Advisor Network, LLC 0.14% New 10,547 $658K
Henrickson Nauta Wealth Advisors, Inc. 0.10% Add +100.0% 10,230 $656K
Yeomans Consulting Group, Inc. 0.19% New 10,489 $655K
Engineers Gate Manager LP 0.01% New 10,483 $655K
Integrity Investment Advisors, LLC 0.36% New 10,476 $654K
Segment Wealth Management, LLC 0.04% New 10,470 $654K
Heritage Wealth Advisors 0.02% Add +0.8% 10,436 $652K
Hubbell Strickland Wealth Management, LLC 0.26% Add +32.7% 10,387 $649K
Putney Financial Group LLC 0.61% Add +7.5% 10,362 $647K
Shakespeare Wealth Management, LLC 0.14% No change 10,343 $646K
Elyxium Wealth, LLC 0.18% Add +1.1% 10,319 $645K
Sierra Ocean, LLC 0.53% No change 10,263 $641K
Foster Dykema Cabot & Partners, LLC 0.04% Reduce -2.1% 10,255 $641K
Latitude Advisors, LLC 0.28% Reduce -17.3% 10,250 $640K
GWN Securities Inc. 0.13% Add +8.1% 10,239 $640K
North Berkeley Wealth Management, LLC 0.38% Add +8.0% 10,196 $637K
Zions Bancorporation, National Association 0.03% No change 10,104 $631K
Holistic Financial Partners 0.23% Add +3.4% 10,098 $631K
Richmond Investment Services, LLC 0.11% Reduce -1.6% 10,088 $630K
Atlas Brown,Inc. 0.19% No change 10,055 $628K
Beacon Financial Advisory LLC 0.15% Reduce -3.0% 10,047 $628K
Louisbourg Investments Inc. 0.12% No change 10,000 $625K
Cordatus Wealth Management LLC 0.14% No change 9,977 $623K
IPG Investment Advisors LLC 0.11% Reduce -7.3% 9,965 $623K
Vicus Capital 0.05% Add +1.2% 9,938 $621K
Robinhood Asset Management, LLC 0.05% — 9,899 $618K
Lincoln Capital LLC 0.11% Add +0.0% 9,863 $616K
Wealth Alliance, LLC 0.06% Add +2.3% 9,839 $615K
B&D White Capital Company, LLC 0.07% Add +30.4% 9,838 $615K
Cornerstone Advisors Asset Management, LLC 0.10% Reduce -27.8% 9,833 $614K
Great Point Wealth Advisors, LLC 0.11% Reduce -2.8% 9,802 $612K
Mustard Seed Financial, LLC 0.38% Add +1.4% 9,775 $611K
McLean Asset Management Corp 0.11% Reduce -11.5% 9,392 $609K
NWF Advisory Services Inc. 0.07% Add +12.9% 9,751 $609K
Peak Asset Management, LLC 0.10% No change 9,731 $608K
TL Private Wealth 0.23% Add +1.7% 9,396 $606K
Tocqueville Asset Management L.P. 0.01% Add +21.2% 9,702 $606K
Cherry Creek Investment Advisors, Inc. 0.26% Reduce -13.5% 9,685 $605K
Rooted Wealth Advisors, Inc. 0.17% Reduce -0.0% 9,054 $605K
Piscataqua Savings Bank 0.42% Add +1151.0% 9,620 $601K
Alexander Randolph Advisory, Inc. 0.50% No change 9,578 $598K
OMNI 360 Wealth, Inc. 0.30% Add +93.5% 9,155 $594K
LCNB Corp. 0.20% Reduce -11.6% 9,478 $592K
Meramec Financial Planners, LLC 0.23% — 8,787 $592K
Alteri Wealth LLC 0.19% Add +8.8% 9,439 $590K
GW&K Investment Management, LLC 0.01% Add +8.1% 9,430 $589K
Brooklyn Investment Group 0.03% Add +124.8% 9,385 $589K
Pinnacle Wealth Planning Services, Inc. 0.06% Add +4.7% 9,376 $586K
Icon Wealth Advisors, LLC 0.04% Reduce -13.8% 9,367 $585K
Private Wealth Group, LLC 0.28% No change 9,356 $584K
Community Bank of Raymore 0.40% No change 9,330 $583K
Stage Harbor Financial, LLC 0.39% Reduce -10.6% 9,328 $583K
KKM Financial LLC 0.10% Add +3.4% 9,301 $581K
High Probability Advisors, LLC 0.08% Add +143.7% 9,286 $580K
Insight Advisors, LLC/ PA 0.09% Add +2.7% 9,265 $579K
Capstone Financial Advisors, Inc. 0.03% Add +18.2% 9,257 $578K
Pasadena Private Wealth, LLC 0.08% Reduce -0.9% 9,250 $578K
Altar Rock LLC 0.69% — 9,210 $575K
PCG Wealth Advisors, LLC 0.16% Add +10.4% 9,202 $575K
Michels Family Financial, LLC 0.42% Add +4.7% 9,151 $572K
Webster Bank, N. A. 0.05% No change 9,146 $571K
Ruedi Wealth Management, Inc. 0.15% Add +3.8% 9,139 $571K
Elevation Wealth Management LLC 0.54% — 9,092 $568K
ABLE Financial Group, LLC 0.12% Add +128.9% 9,091 $568K
Impact Partnership Wealth, LLC 0.07% Add +1.4% 9,058 $566K
Dunhill Financial, LLC 0.18% Add +145.8% 9,050 $565K
Northland Securities, Inc. 0.54% — 9,033 $564K
Denver PWM, LLC 0.19% No change 9,897 $564K
Burney Co./ 0.02% Add +14.2% 9,028 $564K
Valtinson Bruner Financial Planning LLC 0.16% Reduce -1.3% 9,022 $564K
Kagan Cocozza Asset Management 0.40% Reduce -0.5% 9,014 $563K
First Interstate Bank 0.03% Reduce -2.5% 8,973 $561K
SeaBridge Investment Advisors LLC 0.09% No change 8,959 $560K
First Foundation Advisors 0.02% Add +2.3% 8,935 $558K
HBW Advisory Services LLC 0.06% Add +11.6% 8,932 $558K
Kelly Financial Services LLC 0.14% Reduce -17.0% 8,895 $556K
Wimmer Associates 1, LLC 0.26% Reduce -5.0% 8,890 $555K
BWM Planning, LLC 0.15% Add +0.2% 8,867 $554K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 8,847 $552K
B & T Capital Management DBA Alpha Capital Management 0.08% Add +1.6% 8,807 $550K
Key Client Fiduciary Advisors, LLC 0.19% Reduce -0.8% 8,730 $545K
Archer Investment Management, LLC 0.29% Add +4.3% 8,687 $543K
5th Street Advisors, LLC 0.25% New 8,651 $540K
Coordinated Financial Services, Inc. 0.31% Add +0.9% 8,648 $540K
Garden State Investment Advisory Services LLC 0.13% Add +7.1% 8,609 $538K
Stone Loft Wealth Management LLC 0.50% — 8,592 $537K
MBL Wealth, LLC 0.04% Add +45.9% 8,584 $536K
Torrey-Payne Wealth Management, LLC 0.48% — 8,099 $535K
Patten Group, Inc. 0.10% Add +5.6% 8,555 $534K
Harbour Investment Management LLC 0.28% No change 8,544 $534K
Ares Financial Consulting, LLC 0.51% — 8,539 $533K
Fourpath Capital Management, LLC 0.07% Add +0.1% 8,535 $533K
Seneschal Advisors, LLC 0.39% Add +0.8% 8,515 $532K
Welch Group, LLC 0.02% Reduce -18.7% 8,513 $532K
Battery Global Advisors, LLC 0.25% Reduce -99.0% 3,770 $532K
TBH Global Asset Management, LLC 0.09% Reduce -6.0% 8,507 $531K
Beacon Bank & Trust 0.11% Add +23.0% 8,501 $531K
SVRN Asset Management, LLC 0.44% — 8,500 $531K
Collaborative Wealth Managment Inc. 0.19% Add +18.5% 8,498 $531K
Onyx Bridge Wealth Group LLC 0.06% Add +0.3% 8,494 $531K
HHM Wealth Advisors, LLC 0.06% No change 8,493 $531K
Gibson Capital, LLC 0.10% No change 8,469 $529K
Retirement Income Solutions, Inc. 0.09% Add +50.5% 8,436 $527K
Financial Alternatives, Inc 0.31% Add +0.1% 8,421 $526K
Moss Adams Wealth Advisors LLC 0.04% Reduce -1.7% 8,405 $525K
KPP Advisory Services LLC 0.08% No change 8,394 $524K
Pettyjohn, Wood & White, Inc. 0.08% Reduce -0.6% 8,357 $522K
Rothschild Investment LLC 0.03% Add +17.2% 8,325 $520K
Wealth Management Nebraska 0.06% Add +1.1% 8,324 $520K
Oak Harvest Investment Services 0.06% Add +40.1% 8,312 $519K
AA Financial Advisors, LLC 0.10% Add +41.6% 8,278 $517K
Next Level Private LLC 0.14% Add +1.7% 8,267 $516K
Kendall Capital Management 0.11% Add +21.5% 8,264 $516K
Element Wealth, LLC 0.21% Reduce -0.3% 8,256 $516K
Briggs Wealth Management, Inc 0.55% — 8,193 $512K
Werba Rubin Papier Wealth Management 0.14% Reduce -2.1% 8,188 $511K
Citrine Capital LLC 0.24% No change 8,182 $511K
Allegheny Financial Group 0.08% Add +11.0% 8,174 $511K
Alliance Wealth Advisors, LLC 0.24% No change 8,172 $510K
GFS Advisors, LLC 0.06% No change 8,159 $510K
E-Wealth Partners, LLC 0.43% — 8,154 $509K
Breachway Investments LLC 0.54% — 8,142 $509K
Cozad Asset Management Inc. 0.04% Reduce -6.4% 8,140 $508K
Caitlin John, LLC 0.33% Add +1.5% 8,132 $508K
Harvest Investment Services, LLC 0.10% Add +27.9% 8,102 $506K
Anchor Investment Management, LLC 0.04% Add +0.6% 8,096 $506K
SkyOak Wealth, LLC 0.09% Add +0.5% 8,090 $505K
Vigil Wealth Management, LLC 0.42% — 8,090 $505K
COFG Advisors, LLC 0.12% — 8,044 $503K
Fortis Capital Management LLC 0.07% Reduce -0.4% 8,025 $501K
Traynor Capital Management, Inc. 0.03% Add +9.9% 8,022 $501K
First United Bank & Trust 0.16% No change 8,015 $501K
Aaron Wealth Advisors LLC 0.03% No change 8,009 $500K
Sendero Wealth Management, LLC 0.06% No change 7,994 $499K
Retirement Guys Formula LLC 0.23% Add +0.4% 8,987 $499K
Strategic Financial Partners, Ltd. 0.22% Reduce -5.9% 7,971 $498K
Brown Financial Advisory 0.25% No change 7,903 $494K
Detalus Advisors, LLC 0.12% Add +6.4% 7,890 $493K
Greenwood Capital Associates LLC 0.05% No change 7,879 $492K
Petersen Hastings Wealth Advisors Inc. 0.05% — 7,867 $491K
Northstar Advisory Group, LLC 0.17% Reduce -2.2% 7,838 $490K
Moody LYNN Lieberson & Walker, LLC 0.03% Reduce -0.2% 7,831 $489K
Inspire Advisors, LLC 0.04% Add +9.6% 7,792 $487K
Nvest Financial, LLC 0.20% Reduce -1.0% 7,756 $485K
Rare Wolf Capital LLC 0.30% — 7,718 $482K
Lam Group, Inc. 0.28% Add +0.2% 7,713 $482K
Haven Private, LLC 0.21% Reduce -1.0% 7,703 $481K
21 West Wealth Management LLC 0.44% No change 7,691 $480K
Rathbones Group PLC 0.00% New 7,681 $480K
First Pacific Financial 0.06% Add +2.4% 7,658 $478K
Coastal Bridge Advisors, LLC 0.04% Add +1.6% 7,658 $478K
Diversified Management Inc. 0.11% — 7,635 $477K
SC&H Financial Advisors, Inc. 0.07% Add +54.8% 7,624 $476K
Concorde Asset Management, LLC 0.19% Add +3.9% 7,593 $474K
Parcion Private Wealth LLC 0.03% New 7,591 $474K
Howe & Rusling Inc. 0.03% Add +7.9% 7,576 $473K
Worth Asset Management, LLC 0.20% Add +8.7% 7,576 $473K
Global Wealth Strategies & Associates 0.12% Reduce -25.9% 7,556 $472K
Harbor Group, Inc. 0.07% Add +0.3% 7,546 $471K
Scratch Capital LLC 0.31% Add +10.5% 7,524 $470K
Quantum Financial Planning Services, Inc. 0.17% Add +97.9% 7,515 $469K
Fortitude Advisory Group L.L.C. 0.20% Add +31.0% 7,513 $469K
Iowa State Bank 0.09% No change 7,511 $469K
Miller Capital Partners, Inc. 0.24% — 7,476 $467K
Financial Management Network Inc. 0.07% Add +4.9% 7,381 $466K
Watchman Group, Inc. 0.11% Add +0.6% 7,458 $466K
Money Concepts Capital Corp. 0.03% Add +36.0% 7,452 $466K
Fell Capital Management 0.45% — 7,438 $465K
Voisard Asset Management Group, Inc. 0.10% Add +0.0% 7,407 $463K
Stone House Investment Management, LLC 0.07% Add +6.6% 7,406 $463K
Alpha Cubed Investments, LLC 0.02% Reduce -28.5% 7,379 $461K
Snider Financial Group 0.12% Reduce -25.2% 7,363 $460K
Maxele Advisors, LLC 0.37% Add +0.1% 7,351 $459K
Wealth Advisors of Iowa, LLC 0.15% New 7,349 $459K
Atomic Invest LLC 0.26% — 7,267 $456K
Sunbeam Capital Management, LLC 0.27% No change 7,302 $456K
Liberty Square Wealth Partners LLC 0.13% Reduce -44.6% 7,301 $456K
Astoria Portfolio Advisors LLC. 0.10% Reduce -4.2% 6,590 $456K
Whalen Wealth Management Inc. 0.24% Add +2.5% 7,293 $456K
Calamos Wealth Management LLC 0.02% Add +5.3% 7,281 $455K
Van Diest Capital, LLC 0.68% — 7,272 $454K
GM Advisory Group, LLC 0.02% Reduce -6.5% 7,257 $453K
Occidental Asset Management, LLC 0.05% Add +0.1% 7,253 $453K
LifeGoal Investments, LLC 0.30% Add +32.3% 7,240 $452K
Westover Capital Advisors, LLC 0.08% New 7,233 $452K
Mascagni Wealth Management, Inc. 0.34% Add +2.1% 7,231 $452K
Leeward Financial Partners, LLC 0.13% Reduce -16.9% 7,228 $452K
Parkwoods Wealth Partners, LLC 0.13% Add +15.6% 7,217 $451K
Able Wealth Management LLC 0.14% Add +6.9% 7,208 $450K
Physician Wealth Advisors, Inc. 0.06% Add +1.9% 7,172 $448K
Virtue Capital Management, LLC 0.07% Reduce -86.6% 7,088 $448K
Hidden Cove Wealth Management, LLC 0.29% Reduce -1.4% 7,168 $448K
Tme Financial, Inc. 0.31% Add +6.5% 7,134 $446K
Austin Asset Management Co Inc 0.08% Add +29.2% 7,133 $446K
Stonebridge Financial Group, LLC 0.04% No change 7,127 $445K
Keyes, Stange & Wooten Wealth Management, LLC 0.21% Reduce -1.4% 7,119 $445K
Hollencrest Capital Management 0.02% No change 7,117 $445K
Columbia River Financial Group, LLC 0.27% Add +13.7% 7,123 $444K
Heritage Wealth Management, Inc. 0.29% No change 7,105 $444K
CIBC Asset Management Inc 0.00% New 7,105 $444K
Lifeworks Advisors, LLC 0.06% New 7,093 $443K
Clark Financial Services Group Inc. 0.24% Add +3.0% 6,927 $443K
Yoffe Investment Management, LLC 0.57% No change 7,089 $443K
AssuredPartners Investment Advisors, LLC 0.07% Add +1.9% 7,089 $443K
American National Bank of Texas 0.43% Reduce -4.1% 7,087 $443K
Custos Family Office, LLC 0.30% Add +0.7% 7,084 $443K
Sunpointe, LLC 0.15% Reduce -0.5% 7,084 $443K
Stanich Group LLC 0.33% Add +0.0% 7,065 $441K
Ellsworth Advisors, LLC 0.09% Add +0.9% 6,728 $437K
Balance Wealth Partners LLC 0.14% Add +0.7% 6,957 $435K
Synergy Investment Management, LLC 0.15% No change 6,957 $435K
LaSalle St. Investment Advisors, LLC 0.07% Reduce -0.5% 6,951 $434K
Liberty Atlantic Advisors LLC 0.42% — 6,892 $431K
Private Client Services, LLC 0.13% Add +1.3% 6,877 $430K
Garner Asset Management Corp 0.16% New 6,845 $428K
Markin Asset Management, LP 0.47% — 6,837 $427K
O'Connor Financial Group LLC 0.17% Add +0.1% 6,476 $426K
Colonial River Investments, LLC 0.15% Reduce -7.0% 6,808 $425K
Lakeridge Wealth Management LLC 0.19% Add +24.8% 6,790 $424K
Emerald Advisors, LLC 0.06% Reduce -10.3% 6,771 $423K
Realta Investment Advisors 0.14% Add +7.8% 6,768 $423K
Bright Futures Wealth Management, LLC. 0.31% Add +6.0% 6,751 $422K
Provenance Wealth Advisors, LLC 0.05% No change 6,728 $420K
Westfuller Advisors, LLC 0.17% Add +1.7% 6,726 $420K
HBE Wealth Management, LLC 0.40% — 6,724 $420K
Stonebridge Capital Advisors LLC 0.03% Reduce -14.4% 6,720 $420K
Evolution Wealth Advisors, LLC 0.04% Reduce -0.5% 6,719 $420K
M1 Capital Management LLC 0.18% No change 6,718 $420K
CM Wealth Advisors LLC 0.09% No change 6,698 $418K
Hibernia Wealth Partners, LLC 0.13% Add +87.8% 6,682 $417K
J.M. Arbour, LLC 0.42% — 6,666 $416K
Cedar Point Capital Partners, LLC 0.27% Add +2.0% 6,655 $416K
Chris Bulman Inc 0.18% Add +28.4% 6,643 $415K
Newman Dignan & Sheerar, Inc. 0.09% No change 6,617 $413K
Atlas Capital Advisors Inc. 0.05% — 6,615 $413K
Legacies Wealth LLC 0.23% New 6,603 $412K
JDH Wealth Management, LLC 0.28% No change 6,583 $411K
Donaldson Capital Management, LLC 0.01% Reduce -23.3% 6,557 $410K
Arcadia Wealth Management, Inc. 0.23% No change 6,551 $409K
OneAscent Wealth Management LLC 0.14% Add +1.7% 6,526 $408K
Mine & Arao Wealth Creation & Management, LLC. 0.16% Add +0.6% 6,517 $407K
Alta Wealth Advisors LLC 0.14% Add +15.8% 6,513 $407K
Monarch Capital Management Inc. 0.10% No change 6,498 $406K
Guidance Point Advisors, LLC 0.10% Add +5.0% 6,489 $406K
Lafayette Investments, Inc. 0.08% New 6,480 $405K
Schorn Wealth LLC 0.12% Reduce -0.4% 6,473 $404K
Conquis Financial LLC 0.35% Add +5.1% 6,471 $404K
Mainsail Asset Management, LLC 0.17% Add +3.7% 6,459 $404K
ATLas Financial Planning LLC 0.40% — 6,449 $403K
Prodigy Asset Management LLC 0.14% No change 6,433 $402K
First Business Financial Services, Inc. 0.04% Reduce -1.3% 6,432 $402K
Millennium Management 0.00% Reduce -82.5% 6,425 $401K
Legacy Advisors, LLC 0.04% New 6,415 $401K
First Financial Group Corp 0.34% No change 6,409 $400K
Aspiring Ventures, LLC 0.14% Reduce -11.9% 6,372 $398K
SWP Financial LLC 0.20% Reduce -0.7% 6,362 $397K
Advisory Advocates, LLC 0.40% — 6,359 $397K
Market Street Wealth Management Advisors LLC 0.06% Add +0.1% 6,356 $397K
Patton Albertson Miller Group, LLC 0.05% No change 6,340 $396K
BCM Advisors, LLC 0.08% No change 6,018 $396K
Compass Financial Group, INC 0.06% Add +0.3% 6,336 $396K
Accredited Investor Services, LLC 0.26% No change 6,333 $396K
Index Fund Advisors, Inc. 0.02% Add +1.7% 6,310 $394K
Ballast Rock Private Wealth LLC 0.25% — 6,299 $394K
Advance Capital Management, Inc. 0.02% Reduce -46.2% 6,252 $391K
Sterling Investment Advisors LLC 0.19% Reduce -4.4% 6,231 $389K
ARK & TLK Investments, LLC 0.11% No change 6,221 $389K
Morangie Management LLC 0.31% No change 6,217 $388K
Everest Private Wealth 0.22% No change 6,187 $387K
Noesis Capital Mangement Corp. 0.06% Add +39.8% 6,166 $385K
S&co Inc. 0.02% No change 6,150 $384K
Vantus Wealth LLC 0.28% — 6,136 $383K
Atwater Malick LLC 0.11% No change 6,121 $382K
Huntleigh Advisors, Inc. 0.06% Reduce -1.1% 6,120 $382K
Granite Bay Wealth Management, LLC 0.09% New 6,106 $381K
Vestia Personal Wealth Advisors 0.19% Add +1.4% 5,846 $380K
Bank Ozk 0.13% Reduce -0.5% 6,073 $379K
WealthCollab, LLC 0.16% Add +45.3% 6,070 $379K
Landaas & Co. /Wi 0.08% Add +0.4% 6,070 $379K
Persium Advisors, LLC 0.28% No change 6,057 $378K
SlateStone Wealth, LLC 0.03% No change 6,053 $378K
Twin Peaks Wealth Advisors, LLC 0.11% Add +49.2% 5,509 $377K
Amplius Wealth Advisors, LLC 0.03% Add +27.5% 6,020 $376K
Pin Oak Investment Advisors Inc. 0.26% Reduce -6.7% 5,559 $375K
Tull Financial Group, Inc. 0.16% Add +3.5% 5,989 $374K
Intrua Financial, LLC 0.04% Add +4.7% 5,970 $373K
Evolution Wealth Management Inc. 0.31% Add +7.4% 5,962 $372K
Sit Investment Associates Inc. 0.01% No change 5,955 $372K
Jaffetilchin Investment Partners, LLC 0.02% Add +1.3% 5,952 $372K
Focused Alpha, LLC 0.11% — 5,931 $370K
Impact Capital Partners LLC 0.11% Reduce -0.2% 5,927 $370K
Sunbelt Securities, Inc. 0.02% Add +3.0% 5,923 $370K
American National Bank & Trust 0.03% No change 5,911 $369K
Base Wealth Management LLC 0.20% Add +2.1% 5,885 $368K
Penobscot Investment Management Company, Inc. 0.03% Reduce -18.7% 5,876 $367K
Tribridge Partners Financial LLC 0.15% No change 5,858 $366K
Harbor Investment Advisory, LLC 0.03% Add +124.8% 5,854 $366K
Ti-Trust, Inc. 0.23% Reduce -0.3% 5,853 $366K
Hazlett, Burt & Watson, Inc. 0.12% Add +324.7% 5,831 $364K
Melfa Wealth Management, Inc. 0.21% Add +0.1% 5,817 $363K
Pioneer Family Office, LLC 0.25% — 5,814 $363K
Westbourne Investments, Inc. 0.17% No change 5,776 $361K
Cardinal Point Capital Management ULC 0.02% Add +5.1% 5,774 $361K
Yardley Wealth Management LLC 0.19% Reduce -13.9% 5,772 $361K
Canopy Partners, LLC 0.12% Add +61.7% 5,768 $360K
Wealth Group Ltd 0.08% Add +7.8% 5,767 $360K
O'Brien Wealth Partners LLC 0.05% New 5,766 $360K
Burk Holdings LLC 0.17% Add +57.4% 5,764 $360K
Providence Capital Advisors, LLC 0.06% Reduce -0.2% 5,762 $360K
Chicago Capital, LLC 0.01% Add +2.0% 5,761 $360K
Tradewinds, LLC. 0.09% Add +40.4% 5,741 $359K
Lee, Kelleher & Klein Wealth Management 0.21% No change 5,740 $359K
Torrey Growth & Income Advisors 0.12% New 5,709 $357K
Shore Point Advisors, LLC 0.15% Add +2.0% 5,695 $356K
One Wealth Capital Management, LLC 0.15% Add +1.1% 5,694 $356K
Prudent Investors Network, Inc. 0.08% Add +29.0% 5,692 $356K
Logan Capital Management Inc. 0.01% Add +199.2% 5,690 $355K
Rossby Financial, LCC 0.11% Reduce -7.7% 5,666 $354K
Gibbs Wealth Management 0.09% Reduce -10.8% 5,465 $353K
Truvestments Capital LLC 0.06% No change 5,629 $352K
Bfsg, LLC 0.03% Add +1.5% 5,620 $351K
Oldfather Financial Services, LLC 0.10% New 5,609 $350K
JSF Financial, LLC 0.07% Add +0.7% 5,607 $350K
Community Bank & Trust, Waco, Texas 0.07% Add +30.3% 5,597 $350K
Councilor Wealth, LLC 0.16% Add +1.0% 5,587 $349K
Cedarwood Wealth LLC 0.39% — 5,280 $349K
Portland Financial Advisors Inc 0.74% No change 5,561 $347K
Cornerstone Advisory, LLC 0.03% Add +1.5% 5,558 $347K
Clarity Asset Management, Inc. 0.19% Add +0.8% 5,536 $346K
Accretive Wealth Partners, LLC 0.10% No change 5,530 $345K
EFG International AG 0.01% — 5,500 $344K
Cura Wealth Advisors, LLC 0.13% Add +7.0% 5,494 $343K
Coquina Private Wealth LLC 0.27% — 5,478 $342K
Weatherly Asset Management L. P. 0.03% Add +6.1% 5,472 $342K
Vantage Financial Partners, LLC 0.07% Add +1.7% 5,463 $341K
NorthCoast Asset Management LLC 0.01% Reduce -99.7% 5,444 $340K
SageGuard Financial Group, LLC 0.05% — 5,439 $340K
Nautilus Advisors LLC 0.22% No change 5,423 $339K
Westbourne Investment Advisors, Inc. 0.09% No change 5,423 $339K
Vickerman Investment Advisors, Inc. 0.07% No change 5,416 $338K
Alongside, LLC 0.11% — 5,410 $338K
Alpha Omega Wealth Management LLC 0.06% No change 5,406 $338K
Brown Miller Wealth Management, LLC 0.09% Add +20.3% 5,396 $337K
Chemistry Wealth Management LLC 0.06% No change 5,385 $336K
Community Bank, N.A. 0.04% Add +33.9% 5,370 $335K
Winebrenner Capital Management LLC 0.22% No change 5,365 $335K
First Financial Bank - Trust Division 0.03% No change 5,322 $332K
Gradient Investments LLC 0.01% New 5,310 $332K
Coastwise Capital Group, LLC 0.17% Add +0.4% 5,300 $331K
Disciplined Investments, LLC 0.13% Add +6.7% 5,294 $331K
Atlantic Private Wealth, LLC 0.21% No change 5,289 $330K
McGlone Suttner Wealth Management, Inc. 0.04% Add +7.0% 5,262 $329K
Thomasville National Bank 0.02% New 5,257 $328K
Bensler, LLC 0.03% Add +0.1% 5,255 $328K
Leelyn Smith, LLC 0.05% Add +4.3% 5,241 $327K
Awm Capital, LLC 0.03% Add +0.4% 5,223 $326K
Aft, Forsyth & Company, Inc. 0.14% No change 5,200 $325K
Sterling Investment Advisors, Ltd. 0.06% Add +0.6% 5,197 $325K
True Link Financial Advisors, LLC 0.02% Reduce -9.6% 5,196 $325K
Caldwell Sutter Capital, Inc. 0.14% Add +1.0% 5,192 $324K
Equitable Trust Co. 0.01% No change 5,182 $324K
Schmidt P J Investment Management Inc. 0.05% Add +2.0% 5,168 $323K
Front Row Advisors LLC 0.11% No change 5,159 $322K
BetterWealth, LLC 0.07% No change 5,153 $322K
BlueStem Wealth Partners, LLC 0.04% Reduce -11.6% 5,139 $321K
Mairs & Power Inc. 0.00% Add +12.0% 5,129 $320K
Longview Financial Advisors LLC 0.18% Add +2.0% 5,118 $320K
Elevated Financial Group LLC 0.11% — 5,116 $320K
Invenio Wealth Partners LLC 0.12% Add +2.3% 5,113 $319K
Aspen Wealth Strategies, LLC 0.17% Add +4.6% 5,090 $318K
jvl associates llc 0.10% Reduce -4.0% 5,064 $316K
MKT Advisors LLC 0.11% Reduce -3.7% 4,941 $316K
Circle Wealth Management, LLC 0.00% Add +32.2% 5,055 $316K
Total Wealth Planning, LLC 0.67% Reduce -43.3% 5,047 $315K
Meridian Wealth Partners, LLC 0.04% Reduce -13.1% 5,040 $315K
Colorado Capital Management, Inc. 0.12% Add +3.7% 5,024 $314K
Northwest Quadrant Wealth Management, LLC 0.06% Add +1.7% 5,002 $312K
Gilpin Wealth Management, LLC 0.25% — 5,000 $312K
Harrington Investments, INC 0.16% No change 5,000 $312K
Sharper & Granite LLC 0.11% Reduce -0.7% 4,995 $312K
Magnolia Private Wealth, LLC 0.22% Add +2.8% 4,951 $309K
Capital Investment Counsel, LLC 0.04% New 4,940 $309K
Great Waters Wealth Management 0.03% Add +0.6% 4,931 $308K
Foster & Motley Inc. 0.02% Add +16.6% 4,938 $308K
Black Swift Group, LLC 0.05% No change 4,926 $308K
SFI Advisors, LLC 0.20% New 4,919 $307K
TSG Advice Partners, LLC 0.05% — 4,870 $304K
Brightwater Advisory LLC 0.21% Add +2.6% 4,870 $304K
Greenwich Wealth Management LLC 0.01% Add +5.0% 4,859 $304K
DHJJ Financial Advisors, Ltd. 0.10% Add +0.5% 4,853 $303K
Klaas Financial Asset Advisors, LLC 0.04% New 4,851 $303K
Satovsky Asset Management LLC 0.06% Add +2.5% 4,848 $303K
Mason Investment Advisory Services, Inc. 0.01% Reduce -6.0% 4,815 $301K
Bridgewealth Advisory Group, LLC 0.07% New 4,806 $300K
Bravias Capital Group, LLC 0.18% New 4,781 $299K
Wagner Wealth Management, LLC 0.06% Reduce -0.6% 4,757 $297K
Morton Capital Management LLC 0.05% Reduce -21.2% 4,742 $296K
Livet Wealth, LLC 0.18% — 4,737 $296K
Caerus Investment Advisors, LLC 0.10% Reduce -11.3% 4,731 $296K
Thompson Davis & Co., Inc. 0.18% No change 4,730 $295K
Canandaigua National Trust Co of Florida 0.18% Reduce -0.6% 4,722 $295K
Intelligent Financial Strategies 0.14% Add +0.7% 4,714 $294K
Gerber, LLC 0.16% Reduce -2.3% 4,710 $294K
Security National Bank 0.04% No change 4,682 $292K
Elevate Capital Advisors, LLC 0.19% New 4,675 $292K
High Net Worth Advisory Group LLC 0.07% Add +0.6% 4,669 $292K
Robinswood Financial LLC 0.09% Add +0.5% 4,659 $291K
Cascade Investment Group, Inc. 0.19% No change 4,643 $290K
Investmark Advisory Group LLC 0.12% Add +0.8% 4,639 $290K
Lauterbach Financial Advisors, LLC 0.14% Add +12.7% 4,632 $289K
Hardworking Capital Advisors, LLC 0.26% — 4,611 $288K
First Nebraska Trust Co 0.03% No change 4,596 $287K
Centric Wealth Management 0.06% New 4,308 $286K
Rock Point Advisors, LLC 0.07% Add +13.8% 4,554 $284K
Insight Wealth Strategies, LLC 0.03% Reduce -4.5% 4,548 $284K
POM Investment Strategies, LLC 0.15% Add +140.1% 4,540 $284K
Fjell Capital, LLC 0.22% No change 4,535 $283K
WMG Financial Advisors, LLC 0.12% Reduce -17.5% 4,533 $283K
Uniting Wealth Partners, LLC 0.09% Add +11.8% 4,532 $283K
Seelaus Asset Management LLC 0.23% Reduce -4.6% 4,531 $283K
Cascades Capital Asset Management, LLC 0.12% New 4,530 $283K
Meridian Financial Advisors, LLC 0.15% Add +1.6% 4,524 $283K
Rovin Capital /Ut/ 0.07% Reduce -25.3% 4,516 $282K
Baldwin Investment Management, LLC 0.03% Add +22.0% 4,491 $281K
Cornerstone Wealth Group, LLC 0.02% No change 4,481 $280K
Members Trust Co 0.01% No change 4,479 $280K
J2 Capital Management Inc 0.20% No change 4,474 $279K
Foster Victor Wealth Advisors, LLC 0.02% Reduce -43.9% 4,290 $279K
Bernardo Wealth Planning LLC 0.05% Add +1.3% 4,467 $279K
Jackson Thornton Wealth Management, LLC 0.03% Add +22.9% 4,347 $279K
Glen Eagle Advisors, LLC 0.04% Add +15.6% 4,462 $279K
PUREfi Wealth, LLC 0.21% Reduce -2.6% 4,444 $278K
Clark Capital Management Group, Inc. 0.00% Add +20.3% 4,432 $277K
Burns Matteson Capital Management, LLC 0.11% Reduce -1.4% 4,419 $276K
Truefg, LLC 0.07% Add +0.4% 4,417 $276K
Caliber Wealth Management, LLC / KS 0.03% Reduce -6.3% 4,416 $276K
Clarity Wealth Advisors, LLC 0.06% Add +3.1% 4,414 $276K
WealthTrust Axiom LLC 0.07% No change 4,399 $275K
Muirfield Wealth Advisors LLC 0.20% Add +1.7% 4,397 $275K
Beese Fulmer Investment Management, Inc. 0.02% Add +0.0% 4,383 $274K
Columbia Bank 0.08% No change 4,381 $274K
WealthPlan Investment Management, LLC 0.02% New 4,381 $274K
WJ Financial Advisors LLC 0.24% Add +0.3% 4,373 $273K
McIlrath & Eck, LLC 0.03% Reduce -6.8% 4,370 $273K
MPWM Advisory Solutions, LLC 0.15% Add +0.1% 4,367 $273K
Barnes Pettey Financial Advisors, LLC 0.13% Add +6.6% 4,364 $273K
FourThought Financial Partners, LLC 0.02% Reduce -3.2% 4,362 $273K
Indie Asset Partners, LLC 0.30% Reduce -8.5% 4,360 $272K
Signature Resources Capital Management, LLC 0.14% Reduce -31.2% 4,352 $272K
Veracity Capital LLC 0.08% Add +0.8% 4,343 $271K
BlueChip Wealth Advisors LLC 0.11% No change 4,341 $271K
Two West Capital Advisors LLC 0.16% Add +19.5% 4,325 $270K
Frisch Financial Group, Inc. 0.06% No change 4,295 $268K
True Wealth Design, LLC 0.08% Reduce -2.2% 4,288 $268K
Argent Advisors, Inc. 0.07% Add +0.4% 4,283 $268K
Baron Financial Group, LLC 0.14% New 4,275 $267K
Elk River Wealth Management LLC 0.04% No change 4,274 $267K
Schrum Private Wealth Management LLC 0.20% Add +1.4% 4,271 $267K
Quest 10 Wealth Builders, Inc. 0.24% Reduce -0.0% 4,257 $266K
Saxony Capital Management, LLC 0.16% Reduce -25.2% 4,250 $265K
GDS Wealth Management 0.02% New 4,238 $265K
Capstone Wealth Management Group, LLC 0.11% Add +1.7% 4,224 $264K
One Charles Private Wealth Services, LLC 0.07% No change 4,209 $263K
Brandes Investment Partners, LP 0.00% New 4,208 $263K
Richardson Capital Management LLC 0.13% Reduce -11.5% 4,199 $262K
TD Capital Management LLC 0.02% Reduce -31.8% 4,199 $262K
Lockerman Financial Group, Inc. 0.50% Reduce -2.2% 4,188 $262K
Theory Financial LLC 0.09% No change 3,937 $260K
Accelerate Investment Advisors LLC 0.18% New 4,161 $260K
West Paces Advisors Inc. 0.05% New 4,160 $260K
Raab & Moskowitz Asset Management LLC 0.06% New 4,158 $260K
Cadence Wealth Management LLC 0.13% Reduce -8.5% 4,152 $259K
Disciplined Investors, L.L.C. 0.17% Add +1.2% 4,150 $259K
Main Line Retirement Advisors, LLC 0.13% Add +1.7% 4,147 $259K
Silver Oak Advisory Group, Inc. 0.12% Reduce -3.3% 4,141 $258K
Ullmann Wealth Partners Group, LLC 0.03% No change 4,230 $258K
Balefire, LLC 0.05% Add +0.9% 4,126 $258K
Hobbs Group Advisors, LLC 0.08% New 4,124 $258K
Horizon Kinetics Asset Management LLC 0.00% New 4,110 $257K
Hoxton Planning & Management, LLC 0.08% No change 4,104 $256K
Emergent Wealth Advisors, LLC 0.14% Add +0.3% 4,102 $256K
MBA Advisors LLC 0.10% Add +0.1% 4,095 $256K
Oak Family Advisors, LLC 0.08% New 4,095 $256K
USAdvisors Wealth Management, LLC 0.08% Reduce -2.8% 4,087 $255K
Ceera Investments, LLC 0.10% No change 4,069 $254K
North Capital, Inc. 0.22% Add +50.7% 4,067 $254K
Cora Capital Advisors LLC 0.10% New 4,067 $254K
DF Dent & Co. Inc. 0.00% Reduce -3.7% 4,045 $253K
Wallace Capital Management Inc. 0.03% Reduce -18.1% 4,037 $252K
Eastover Investment Advisors LLC 0.11% No change 4,033 $252K
Saxon Interests, Inc. 0.09% Reduce -45.8% 4,017 $251K
Embree Financial Group 0.03% Reduce -0.1% 4,015 $251K
Harbor Asset Planning, Inc. 0.21% Add +10.7% 4,003 $250K
Hedges Asset Management LLC 0.18% No change 4,000 $250K
Noble Wealth Management PBC 0.13% Reduce -0.5% 3,999 $250K
Pavion Blue Capital, LLC 0.10% No change 3,995 $250K
Dala Group, LLC 0.22% — 3,988 $249K
Strait & Sound Wealth Management LLC 0.09% Add +0.0% 3,981 $249K
Williamson Legacy Group, LLC 0.19% Add +12.7% 3,968 $248K
Jeppson Wealth Management, LLC 0.08% No change 3,952 $247K
MY Wealth Management Inc. 0.21% New 3,950 $247K
Mowery & Schoenfeld Wealth Management, LLC 0.36% New 3,942 $246K
Purkiss Capital Advisors LLC 0.11% Add +11.9% 3,923 $245K
Mraz, Amerine & Associates, Inc. 0.04% No change 3,917 $245K
JB Capital LLC 0.01% Add +1.4% 3,906 $244K
Legacy Wealth Asset Management, LLC 0.06% Reduce -1.1% 3,904 $244K
Slagle Financial, LLC 0.09% Reduce -5.6% 3,894 $243K
Northbridge Financial Group, LLC 0.11% — 3,892 $243K
Wilkinson Global Asset Management LLC 0.02% New 3,883 $243K
Ransom Advisory, Ltd 0.10% New 3,882 $243K
Range Financial Group LLC 0.08% Add +0.7% 3,863 $241K
Bill Few Associates, Inc. 0.06% Reduce -73.8% 3,860 $241K
Tritonpoint Wealth, LLC 0.02% New 3,858 $241K
Alamar Capital Management, LLC 0.13% No change 3,849 $240K
Carolina Wealth Advisors, LLC 0.11% Reduce -1.0% 3,848 $240K
Brown, Lisle/Cummings, Inc. 0.06% No change 3,842 $240K
Baltimore-Washington Financial Advisors, Inc. 0.01% Reduce -5.0% 3,833 $239K
Integrity Financial Corp 0.12% Reduce -69.5% 3,824 $239K
One Wealth Map LLC 0.12% New 3,593 $239K
Asset Advisory Group, Inc. 0.12% — 3,822 $239K
SP Asset Management LLC 0.02% Reduce -15.3% 3,819 $239K
Tactive Advisors, LLC 0.07% Reduce -2.9% 3,812 $238K
Foundry Financial LLC 0.12% — 3,806 $238K
Daybright Advisory Services, Inc. 0.06% — 3,789 $237K
Proactive Wealth Strategies LLC 0.09% New 3,786 $237K
Arwa LLC 0.14% — 3,781 $236K
Naviter Wealth, LLC 0.03% Reduce -85.8% 3,759 $235K
GuidedMoney, LLC 0.13% — 3,750 $234K
Red Door Wealth Management, LLC 0.02% Reduce -1.2% 3,749 $234K
IFC & Insurance Marketing, Inc. 0.23% — 3,753 $234K
Asset One Wealth Management LLC 0.03% — 3,512 $233K
Clarity Financial LLC 0.02% Reduce -32.4% 3,734 $233K
Holderness Investments Co. 0.05% No change 3,719 $232K
Sivia Capital Partners, LLC 0.05% Reduce -28.9% 3,714 $232K
Cloud Capital Management, LLC 0.11% Add +501.9% 3,720 $232K
MN Wealth Advisors, LLC 0.12% New 3,711 $232K
RIA Advisory Group LLC 0.06% New 3,712 $232K
Ellis Investment Partners, LLC 0.04% Reduce -3.6% 3,708 $232K
Eagle Rock Investment Company, LLC 0.03% Add +3.7% 3,702 $231K
Sulzberger Capital Advisors, Inc. 0.23% No change 3,700 $231K
Private Wealth Advisors, LLC 0.08% Add +5.2% 3,696 $231K
Hamilton Point Investment Advisors, LLC 0.04% Reduce -30.8% 3,680 $230K
Cahaba Wealth Management, Inc. 0.02% Reduce -33.8% 3,677 $230K
Wedgewood Investors Inc. 0.26% No change 3,669 $229K
Resolute Capital, LLC 0.10% — 3,669 $229K
Syntegra Private Wealth Group, LLC 0.02% No change 3,668 $229K
Toth Financial Advisory Corp. 0.02% Add +225.2% 3,662 $229K
Greenup Street Wealth Management LLC 0.03% Add +8.0% 3,653 $228K
Sharkey, Howes & Javer 0.03% Reduce -5.9% 3,652 $228K
MidFirst Bank 0.02% — 3,651 $228K
Ames National Corp. 0.13% Reduce -1.0% 3,649 $228K
Excalibur Management Corp. 0.08% Reduce -6.4% 3,648 $228K
Wallace Advisory Group, LLC 0.24% No change 3,645 $228K
Financial Guidance Group, Inc. 0.09% No change 3,639 $227K
Alaska Wealth Advisors, LLC 0.03% Add +0.6% 3,609 $225K
Pacifica Partners Inc. 0.10% Add +14.4% 3,562 $225K
Straight Path Wealth Management 0.06% New 3,603 $225K
Reynders McVeigh Capital Management, LLC 0.01% No change 3,595 $225K
Nixon Peabody Trust Co. 0.02% New 3,600 $225K
Agate Pass Investment Management, LLC 0.08% New 3,599 $225K
Flagstone Financial Management 0.06% No change 3,596 $225K
Reyes Financial Architecture, Inc. 0.14% Reduce -1.3% 3,588 $224K
Maple Capital Management, Inc. 0.01% New 3,578 $223K
Headlands Technologies LLC 0.02% Reduce -53.2% 3,574 $223K
Factor Wealth Management LTD 0.05% Add +0.5% 3,573 $223K
McElhenny Sheffield Capital Management, LLC 0.05% Add +4.0% 3,570 $223K
Seek First Inc. 0.15% Add +1.6% 3,569 $223K
SJS Investment Consulting Inc. 0.03% Add +25.4% 3,568 $223K
Signature Equity Partners, LLC 0.12% — 3,568 $223K
AIFG Consultants Ltd. 0.38% Reduce -0.6% 3,567 $223K
Infinity Wealth Counsel, LLC 0.20% Reduce -6.6% 3,548 $222K
Figure 8 Investment Strategies LLC 0.20% No change 3,543 $221K
Amicus Financial Advisors, LLC 0.06% — 3,541 $221K
Pandora Wealth, Inc. 0.13% Reduce -0.9% 3,522 $220K
Madrona Financial Services, LLC 0.05% Reduce -13.6% 3,522 $220K
Moisand Fitzgerald Tamayo, LLC 0.02% Add +19.6% 3,511 $219K
Nicholson Wealth Management Group, LLC 0.13% No change 3,510 $219K
Gables Capital Management Inc. 0.09% No change 3,509 $219K
Quent Capital, LLC 0.02% Add +125.5% 3,508 $219K
Loudon Investment Management, LLC 0.11% No change 3,506 $219K
Boston Common Asset Management, LLC 0.01% New 3,488 $218K
Cambridge Financial Group, LLC 0.08% No change 3,757 $218K
Mosaic Financial Group, LLC 0.15% New 3,475 $217K
RB Capital Management, LLC 0.05% Reduce -0.8% 3,466 $217K
Eight 31 Financial, LLC 0.12% Add +0.9% 3,457 $216K
Yarger Wealth Strategies, LLC 0.09% New 3,442 $215K
Valley National Advisers Inc. 0.03% No change 3,456 $215K
Alkeme Wealth, LLC 0.09% No change 3,441 $215K
Rockwood Wealth Management, LLC 0.02% New 3,436 $215K
Zullo Investment Group, Inc. 0.08% New 3,432 $214K
Cohen Capital Management, Inc. 0.03% No change 3,432 $214K
G&S Capital LLC 0.08% Reduce -0.1% 3,419 $214K
Maimon Wealth Management LTD. 0.20% — 3,400 $212K
Peterson Wealth Services 0.05% Add +169200.0% 3,386 $212K
Redwood Park Advisors LLC 0.14% No change 3,377 $211K
Winthrop Advisory Group LLC 0.02% Reduce -9.1% 3,376 $211K
Vested Financial Planning, LLC 0.16% No change 3,373 $211K
Strategic Wealth Partners, Ltd. 0.01% Add +45.1% 3,368 $210K
RMG Wealth Management LLC 0.03% Add +151.5% 2,852 $209K
Investors Research Corp 0.04% Reduce -6.3% 3,351 $209K
First American Trust, FSB 0.01% New 3,343 $209K
Marshall Investment Management, LLC 0.10% Reduce -3.1% 3,338 $209K
Rogco, LP 0.07% New 3,321 $207K
Private Management Group Inc. 0.01% New 3,321 $207K
Legacy Wealth Managment, LLC 0.10% Add +84.0% 3,316 $207K
BLVD Private Wealth, LLC 0.18% New 3,306 $207K
JGP Wealth Management, LLC 0.02% New 3,304 $206K
Marble Wealth, LLC 0.03% — 3,284 $205K
Lunt Capital Management, Inc. 0.08% New 3,281 $205K
EPG Wealth Management LLC 0.06% New 3,268 $204K
Atom Investors LP 0.02% Reduce -96.4% 3,267 $204K
Strive Financial Group ,LLC 0.11% — 3,265 $204K
Core Wealth Management, Inc. 0.06% New 3,263 $204K
Group One Trading LLC 0.01% New 3,252 $203K
Marietta Investment Partners LLC 0.04% New 3,235 $202K
Edgemoor Investment Advisors, Inc. 0.02% New 3,234 $202K
Matauro, LLC 0.03% New 3,228 $202K
ProVise Management Group, LLC 0.01% New 3,213 $201K
Clearwater Capital Advisors, LLC 0.02% New 3,203 $200K
Crews Bank & Trust 0.03% Add +172.2% 3,193 $199K
Evelyn Partners Asset Management Ltd 0.05% No change 3,182 $199K
Hantz Financial Services, Inc. 0.00% Add +92.3% 3,128 $195K
Nexus Investment Management ULC 0.03% No change 3,024 $189K
Rowlandmiller & Partners.adv 0.04% No change 3,000 $187K
Bogart Wealth, LLC 0.01% Add +0.2% 3,000 $187K
Ceeto Capital Group, LLC 0.05% No change 2,973 $186K
Evensky & Katz LLC 0.01% Add +58.8% 2,975 $186K
Blueline Advisors LLC 0.15% — 2,973 $186K
Go Invest LLC 0.06% — 2,959 $185K
Tsfg, LLC 0.03% Add +3.6% 2,943 $184K
Woodside Wealth Management LLC 0.14% No change 2,932 $183K
SIMA Wealth Partners, LLC 0.14% No change 2,912 $182K
Bulwark Capital Corp 0.13% Reduce -5.3% 2,903 $181K
Indiana Trust & Investment Management Co 0.05% No change 2,890 $181K
Duncker Streett & Co. Inc. 0.03% No change 2,852 $178K
GoalVest Advisory LLC 0.03% Add +3.1% 2,788 $174K
Union Savings Bank 0.07% — 2,688 $168K
Colonial Trust Advisors 0.01% No change 2,612 $163K
Compass Financial Services Inc 0.07% Add +1.7% 2,578 $161K
Ascentis Wealth Management, LLC 0.04% Add +3.8% 2,570 $161K
American Capital Advisory, LLC 0.07% No change 2,569 $160K
Coston, McIsaac & Partners 0.04% Add +0.0% 2,572 $160K
Walsh & Associates, LLC 0.15% — 2,485 $155K
Creative Capital Management Investments LLC 0.05% Reduce -8.1% 2,455 $153K
Sittner & Nelson, LLC 0.05% Add +40.1% 2,229 $150K
MilWealth Group LLC 0.04% New 2,387 $149K
Orion Capital Management LLC 0.05% No change 2,354 $147K
Trifecta Capital Advisors, LLC 0.02% No change 2,271 $142K
IAG Wealth Partners, LLC 0.02% Add +8.1% 2,253 $141K
Curio Wealth, LLC 0.05% Reduce -12.2% 2,242 $141K
Central Pacific Bank - Trust Division 0.02% No change 2,227 $139K
Navalign, LLC 0.03% New 2,117 $132K
Kelleher Financial Advisors 0.03% No change 2,116 $132K
Financial Consulate, Inc. 0.02% Reduce -11.1% 2,110 $132K
Farmers & Merchants Trust Co of Chambersburg PA 0.04% No change 2,097 $131K
LFA - Lugano Financial Advisors SA 0.07% Add +1297.3% 2,040 $127K
Steigerwald, Gordon & Koch Inc. 0.01% No change 2,009 $126K
NorthAvenue LLC 0.10% — 1,997 $125K
Ameriflex Group, Inc. 0.06% Reduce -10.2% 1,964 $123K
Team Financial Group, LLC 0.06% Add +1.7% 1,961 $123K
Clark Wealth Partners 0.07% No change 1,914 $120K
Osbon Capital Management LLC 0.11% — 1,892 $118K
Global Trust Asset Management, LLC 0.05% New 1,871 $117K
Concord Wealth Partners 0.01% Add +0.2% 1,851 $116K
Vestor Capital, LLC 0.01% Reduce -86.7% 242 $114K
KERR FINANCIAL PLANNING Corp 0.15% Add +100.0% 1,768 $112K
Kilter Group LLC 0.05% Add +105.7% 1,775 $111K
Olistico Wealth, LLC 0.05% New 1,708 $107K
Consultiva Wealth Management, Corp. 0.30% No change 1,684 $105K
Jackson, Grant Investment Advisers, Inc. 0.03% Add +1.7% 1,620 $101K
First Command Advisory Services, Inc. 0.00% Reduce -11.4% 1,607 $100K
North Ridge Wealth Advisors, Inc. 0.06% Add +1.2% 1,575 $98K
Tucker Asset Management LLC 0.03% New 1,539 $96K
Paladin Advisory Group, LLC 0.07% No change 1,519 $95K
West Branch Capital LLC 0.02% No change 1,517 $95K
LRI Investments, LLC 0.01% No change 1,501 $94K
Canton Hathaway, LLC 0.02% No change 1,460 $91K
Pension & Wealth Management Advisors, Inc. 0.03% Add +52.4% 1,384 $86K
FWL Investment Management, LLC 0.02% New 1,380 $86K
Field & Main Bank 0.02% Add +43.2% 1,346 $84K
Wiser Advisor Group LLC 0.10% Add +0.6% 1,330 $83K
Essential Partners LLC 0.03% Add +78.5% 1,317 $82K
Triumph Capital Management 0.02% New 1,309 $82K
DiNuzzo Private Wealth, Inc. 0.01% No change 1,293 $81K
ESL Trust Services, LLC 0.02% No change 1,284 $80K
Ramirez Asset Management, Inc. 0.01% No change 1,255 $78K
Premier Financial Group 0.02% Reduce -10.1% 1,250 $78K
Bollard Group LLC 0.00% Add +1.6% 1,241 $78K
HFM Investment Advisors, LLC 0.03% Add +5.1% 1,244 $78K
Ironwood Wealth Management, LLC. 0.02% Reduce -19.4% 1,214 $76K
Your Advocates Ltd., LLP 0.02% Reduce -10.4% 1,214 $76K
Hager Investment Management Services, LLC 0.04% New 1,212 $76K
Dakota Community Bank & Trust NA 0.25% No change 1,161 $73K
Obsidian Cio, LLC 0.11% Reduce -90.8% 1,136 $71K
Aventura Private Wealth, LLC 0.03% No change 1,116 $70K
Wolff Wiese Magana LLC 0.04% No change 1,111 $69K
Copia Wealth Management 0.05% Add +0.6% 1,098 $69K
Winnacle Wealth LLC 0.05% Reduce -34.8% 1,060 $67K
Pacific Center for Financial Services 0.02% No change 1,106 $66K
Westside Investment Management, Inc. 0.01% No change 1,017 $64K
Financial Freedom, LLC 0.03% No change 1,015 $63K
Atwood & Palmer Inc. 0.00% No change 971 $61K
HighMark Wealth Management LLC 0.02% Add +3.2% 968 $60K
Addison Advisors LLC 0.01% No change 965 $60K
1015 Capital Partners, LLC 0.06% — 950 $59K
Collier Financial 0.04% Add +0.6% 947 $59K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.04% — 924 $58K
Wealth Enhancement Trust Services, Inc. 0.01% — 918 $57K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +2115.0% 886 $55K
Sunrise Financial Services, LLC 0.04% — 864 $54K
Darwin Wealth Management, LLC 0.02% New 859 $54K
Bullock Wealth Management Group 0.03% — 851 $53K
Versant Capital Management, Inc 0.01% No change 825 $52K
Key Capital Management, INC 0.05% — 818 $51K
Kozak & Associates, Inc. 0.01% Reduce -15.7% 775 $50K
TFC Financial Management, Inc. 0.01% Reduce -68.2% 790 $49K
Costello Asset Management, INC 0.02% Add +179.9% 767 $48K
Albion Financial Group 0.00% No change 760 $47K
Roxbury Financial LLC 0.04% No change 747 $47K
Fairscale Capital, LLC 0.03% No change 747 $47K
Advantage Trust Co 0.02% Reduce -91.3% 733 $46K
IFS Advisors, LLC 0.02% Add +18.7% 725 $45K
Wilkerson Advisory Group LLC 0.02% — 709 $44K
Tower Research Capital LLC (TRC) 0.00% Add +70000.0% 701 $44K
Marquette Asset Management, LLC 0.01% Reduce -47.2% 693 $43K
Keystone Financial Group, Inc. 0.02% No change 676 $42K
Lummis Asset Management, LP 0.02% No change 646 $40K
Nemes Rush Group LLC 0.00% Add +1.1% 644 $40K
LGT Financial Advisors LLC 0.24% Add +1.6% 635 $40K
Simplex Trading, LLC 0.00% New 630 $39K
Strategic Advocates LLC 0.01% Add +66.1% 623 $39K
Cornerstone Financial Management LLC 0.04% — 625 $39K
Arbor Wealth Management LLC\AZ 0.03% — 625 $39K
Armstrong Advisory Group, Inc. 0.00% Reduce -35.5% 624 $39K
Tidemark, LLC 0.01% Add +80.9% 624 $39K
Quaker Wealth Management, LLC 0.01% Add +7637.5% 619 $39K
Cary Street Partners Investment Advisory LLC 0.01% Add +2.6% 584 $36K
Strategic Wealth Advisors LLC 0.03% — 567 $35K
Ulland Investment Advisors, LLC 0.03% No change 562 $35K
Hamrick Investment Counsel, llc 0.03% — 560 $35K
Frazier Financial Advisors, LLC 0.02% No change 542 $34K
Financial Network Wealth Advisors LLC 0.03% Add +1.7% 529 $33K
Transce3nd, LLC 0.26% No change 486 $33K
PFS Partners, LLC 0.01% Add +1.8% 513 $32K
Eukles Asset Management 0.01% No change 491 $31K
Pinney & Scofield, Inc. 0.02% No change 490 $31K
Tradewinds Capital Management, LLC 0.01% Add +1.7% 482 $30K
Knuff & Co LLC 0.01% No change 478 $30K
Strategic Investment Solutions, Inc. 0.01% Add +0.9% 467 $29K
GGM Financial LLC 0.01% Add +0.4% 459 $29K
GPS Wealth Strategies Group, LLC 0.02% Reduce -88.2% 457 $29K
Anfield Capital Management, LLC 0.01% No change 449 $28K
CNB Bank 0.01% No change 422 $26K
Nova Wealth Management, Inc. 0.02% Add +151.5% 420 $26K
American Wealth Advisors, LLC 0.03% Add +1.5% 410 $26K
Ankerstar Wealth, LLC 0.02% — 387 $24K
Gen-Wealth Partners Inc 0.01% No change 381 $24K
Wellington Grp LLC 0.01% — 343 $21K
Comprehensive Financial Planning, Inc. 0.01% No change 342 $21K
Hilltop National Bank 0.01% No change 330 $21K
Wealth Preservation Advisors, LLC 0.01% No change 322 $20K
Cedar Wealth Management, LLC 0.01% No change 318 $20K
Three Bearings Fiduciary Advisors, Inc. 0.02% — 293 $19K
Vermillion & White Wealth Management Group, LLC 0.01% No change 300 $19K
Cheviot Value Management, LLC 0.00% No change 278 $19K
NFSG Corp 0.00% Add +1.1% 286 $18K
Clayton Financial Group LLC 0.01% New 285 $18K
Advocate Investing Services LLC 0.02% — 282 $18K
Corsicana & Co. 0.01% No change 279 $17K
Winch Advisory Services, LLC 0.00% Add +56.8% 276 $17K
Mendota Financial Group, LLC 0.01% No change 266 $17K
CDKV Holdings LLC 0.01% — 261 $16K
S&T Bank 0.00% Reduce -95.1% 247 $15K
Wellington-Altus USA Inc. 0.01% — 229 $14K
Aventus Investment Advisors, Inc. 0.01% No change 216 $13K
Nalls Sherbakoff Group, LLC 0.01% No change 212 $13K
Investment Research & Advisory Group, Inc. 0.00% Add +2.0% 204 $13K
Networth Advisors, LLC 0.01% — 195 $12K
Affinity Wealth LLC 0.01% New 186 $12K
Wealth Watch Advisors, INC 0.00% Reduce -89.7% 186 $12K
CGC Financial Services, LLC 0.00% No change 185 $12K
New Millennium Group LLC 0.00% Reduce -28.4% 169 $11K
Gleason Group, Inc. 0.00% Add +2.1% 145 $9K
CKW Financial Group 0.00% New 142 $9K
Delta Asset Management LLC 0.00% No change 140 $9K
MRP Capital Investments, LLC 0.01% No change 135 $8K
McGuire Capital Advisors Inc. 0.01% — 133 $8K
Marshall & Sterling Wealth Advisors Inc. 0.01% Reduce -74.8% 125 $8K
Millstone Evans Group, LLC 0.00% No change 114 $7K
Morgan Dempsey Capital Management LLC 0.00% New 112 $7K
Blume Capital Management, Inc. 0.00% Reduce -56.5% 104 $6K
Smallwood Wealth Investment Management, LLC 0.00% Add +4.1% 101 $6K
Byrne Asset Management LLC 0.00% No change 100 $6K
Prestige Wealth Management Group LLC 0.00% No change 100 $6K
Prosperity Bancshares Inc 0.01% — 91 $6K
RHL Group, LLC 0.00% — 90 $6K
Tower View Wealth Management LLC 0.00% Add +1.1% 88 $6K
Merited Wealth, LLC 0.01% — 87 $5K
Vermillion Wealth Management, Inc. 0.00% Add +2.5% 82 $5K
Hilton Head Capital Partners, LLC 0.00% — 80 $5K
Monetary Solutions, Ltd 0.00% — 75 $5K
Innovative Advisory Group, LLC 0.00% No change 74 $5K
Zeit Capital LLC 0.00% No change 64 $4K
Measured Wealth Private Client Group, LLC 0.00% Reduce -93.0% 60 $4K
Prudent Man Investment Management, Inc. 0.00% Reduce -65.6% 56 $3K
Camelot Portfolios, LLC 0.00% New 55 $3K
LM Advisors LLC 0.01% Reduce -93.8% 214 $3K
Dagco, Inc. 0.00% No change 52 $3K
Murphy & Mullick Capital Management Corp 0.00% New 50 $3K
Estate Planners Group, LLC 0.00% — 39 $2K
Activest Wealth Management 0.00% Reduce -54.6% 39 $2K
SRH Advisors, LLC 0.00% No change 35 $2K
SOA Wealth Advisors, LLC. 0.00% No change 34 $2K
Bernard Wealth Management Corp. 0.00% No change 19 $1K
Spurstone Advisory Services, LLC 0.01% No change 9 $562
Imprint Wealth LLC 0.00% Reduce -69.2% 8 $500
Financial Gravity Asset Management, Inc. 0.00% No change 6 $375
Lloyd Advisory Services, LLC. 0.00% New 6 $349
Arcadia Investment Management Corp. 0.00% New 5 $313
MV Capital Management, Inc. 0.00% New 5 $313
Rakuten Securities, Inc. 0.00% Reduce -25.0% 3 $187
Greenline Wealth Management LLC 0.00% — 1 $62

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