Vanguard Ftse Developed ETFVEAETF

13F holders, Q1 2026 (March 31)
2,914holders +80
167new positions
81sold out
6famous investors
$63.72avg. 13F price*

At the end of Q1 2026, 2,914 institutions reported holding Vanguard Ftse Developed ETF (VEA) in their 13F filings, up 80 from Q4 2025. 167 opened new positions and 81 sold out. The largest holders were Bank of America Corp. ($12.7B), Betterment LLC ($8.8B) and Creative Planning ($7.7B). 6 famous investors held it, including Ken Fisher (0.2% of Fisher Asset Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions167$627.2M
Exits81$213.3M

All 13F filers, Q4 2025 → Q1 2026: 128,207,457 shares bought and 95,046,907 shares sold, net +33,160,550 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,914 holders

Bank of America Corp. 0.93% Reduce -3.4% 198,676,662 $12.7B
Betterment LLC 16.74% Reduce -0.5% 137,930,799 $8.8B
Creative Planning 5.23% Reduce -3.0% 120,418,397 $7.7B
Envestnet Asset Management Inc. 1.48% Add +12.7% 86,071,437 $5.5B
Morgan Stanley 0.33% Reduce -6.5% 84,618,722 $5.4B
Northwestern Mutual Wealth Management Co. 2.53% Add +3.6% 64,148,091 $4.1B
Wells Fargo & Company 0.79% Reduce -4.5% 61,389,203 $3.9B
Wealthfront Advisers LLC 8.11% Reduce -1.7% 57,686,964 $3.7B
Northern Trust Corp. 0.45% Add +3.3% 53,670,869 $3.4B
Jones Financial Companies LLLP 1.64% Add +4.0% 54,998,602 $3.4B
WealthNavi Inc. 27.48% Reduce -0.1% 49,481,329 $3.2B
Royal Bank of Canada 0.58% Add +11.9% 47,313,421 $3.0B
Mercer Global Advisors Inc. 3.39% Add +2.6% 35,738,763 $2.3B
Mariner, LLC 2.66% Add +7.8% 35,566,989 $2.3B
Corient Private Wealth LP 2.99% Add +20.3% 33,373,857 $2.1B
Captrust Financial Advisors 3.63% Add +7.2% 32,329,953 $2.1B
UBS Group AG 0.35% Add +11.4% 30,665,391 $2.0B
LPL Financial LLC 0.47% Reduce -2.6% 27,795,967 $1.8B
Goldman Sachs Group Inc. 0.23% Reduce -4.7% 26,907,518 $1.7B
Sei Investments Co. 1.46% Reduce -3.6% 24,732,041 $1.6B
Baird Financial Group, Inc. 2.15% Add +6.8% 21,484,114 $1.4B
Jasper Ridge Partners, L.P. 30.13% Add +6.8% 21,127,620 $1.4B
Vanguard Global Advisers, LLC 0.72% — 20,980,753 $1.3B
Cerity Partners LLC 1.86% Add +5.6% 20,422,031 $1.3B
Tiaa-Cref Individual & Institutional Services, LLC 4.92% — 19,977,313 $1.3B
Commonwealth Equity Services, LLC 1.50% Reduce -1.4% 16,771,525 $1.1B
Raymond James Financial Inc. 0.31% Add +9.9% 15,686,207 $1.0B
FMR LLC 0.05% Reduce -0.3% 15,567,374 $997.6M
JPMorgan Chase & Co. 0.07% Add +9.6% 15,645,905 $970.5M
Rwa Wealth Partners, LLC 10.25% Reduce -4.9% 14,612,210 $936.4M
Wealthspire Advisors, LLC 7.33% Add +7.2% 14,562,701 $933.2M
Ameriprise Financial Inc. 0.21% Add +13.5% 14,258,098 $914.1M
Facet Wealth, Inc. 15.49% Add +3.8% 13,952,816 $894.1M
Bank of New York Mellon Corp 0.16% Reduce -6.5% 13,176,389 $844.3M
Nicholas Hoffman & Company, LLC. 19.04% Add +0.8% 12,874,922 $825.0M
Valmark Advisers, Inc. 9.26% Add +1.9% 12,151,204 $778.6M
US Bancorp \de 0.93% Add +1.0% 11,530,530 $769.4M
HighTower Advisors, LLC 0.80% Add +5.4% 11,686,674 $748.9M
Moneta Group Investment Advisors LLC 5.28% Reduce -1.0% 10,948,174 $701.6M
Cliftonlarsonallen Wealth Advisors, LLC 10.20% Add +36.6% 10,869,572 $696.5M
Manufacturers Life Insurance Company, The 0.55% Reduce -14.3% 9,907,011 $634.8M
Fisher Asset Management 0.21% Add +0.8% 9,538,714 $611.2M
Cambridge Associates LLC /Ma/ 9.67% Add +3.4% 9,457,821 $606.1M
SCS Capital Management LLC 6.32% Reduce -2.0% 9,303,611 $596.2M
HBK Sorce Advisory LLC 11.30% Add +0.7% 7,820,433 $553.9M
Focus Partners Wealth 0.59% Add +5.2% 8,287,534 $531.2M
Regions Financial Corp. 3.39% Add +1.3% 8,136,420 $521.4M
PNC Financial Services Group, Inc. 0.30% Reduce -4.9% 8,084,586 $518.1M
Stifel Financial Corp. 0.48% Reduce -10.1% 8,080,270 $517.8M
Cetera Investment Advisers 0.53% Add +1.0% 7,762,066 $497.4M
MML Investors Services, LLC 1.35% Reduce -8.9% 7,600,217 $487.0M
Country Trust Bank 9.01% Add +1.0% 7,398,667 $474.1M
Wit, LLC 8.28% Reduce -8.6% 6,848,135 $438.8M
CIBC Bancorp USA Inc. 0.58% — 6,772,115 $431.3M
JMG Financial Group, Ltd. 11.07% Add +1.1% 6,275,829 $402.2M
Keybank National Association 1.46% Reduce -0.5% 6,255,187 $400.8M
Alliancebernstein L.P. 0.12% Add +11.9% 5,891,488 $368.0M
M&T Bank Corp 1.19% Add +0.1% 5,669,825 $363.3M
Modera Wealth Management, LLC 4.11% Reduce -2.9% 5,345,932 $342.6M
Pathstone Holdings, LLC 1.36% Add +13.7% 5,338,767 $342.1M
Assetmark, Inc. 0.69% Add +0.6% 5,300,718 $339.7M
Fifth Third Bancorp 0.60% Add +59.8% 5,103,764 $327.0M
Ballentine Partners, LLC 4.48% Add +1.9% 5,017,663 $321.5M
Wedmont Private Capital 10.37% Add +10.0% 4,740,776 $321.5M
Osaic Holdings, Inc. 0.47% Add +2.4% 4,975,739 $318.9M
Beacon Pointe Advisors, LLC 1.69% Add +63.6% 4,969,772 $318.5M
Voya Investment Management LLC 0.38% Reduce -14.3% 4,942,229 $316.7M
Westwood Holdings Group Inc. 2.27% Add +1.8% 4,841,404 $310.2M
Fiduciary Trust Co 3.62% Reduce -0.9% 4,776,066 $306.1M
Vantagepoint Investment Advisers LLC 2.59% Add +4.4% 4,763,933 $305.3M
Rockefeller Capital Management L.P. 0.54% Add +2.1% 4,762,512 $305.2M
Bank of Montreal 0.13% Add +214.4% 4,719,883 $302.5M
MAI Capital Management 1.68% Add +3.8% 4,624,277 $296.3M
Ally Invest Advisors Inc. 19.66% Reduce -1.0% 4,557,340 $292.0M
Nepc LLC 5.72% Reduce -1.9% 4,487,383 $287.6M
Bridges Investment Management Inc. 3.85% Add +6.4% 4,430,181 $283.9M
TFO Wealth Partners, LLC 37.42% Reduce -1.6% 4,294,262 $275.2M
SBI Okasan Asset Management Co.Ltd. 11.18% Add +17929.2% 4,397,138 $272.8M
State of Tennessee, Department of Treasury 0.91% Reduce -2.3% 4,222,808 $270.6M
Truist Financial Corp. 0.36% Add +6.0% 4,110,119 $263.4M
Wilmington Savings Fund Society, FSB 6.27% Reduce -1.0% 4,102,415 $262.9M
BlackRock, Inc. 0.00% Add +6.7% 4,066,994 $260.6M
Vanguard Advisers Inc. 1.00% — 3,989,649 $255.7M
Pinnacle Financial Partners, Inc. 1.94% Add +3.1% 3,957,635 $253.6M
Linscomb Wealth, Inc. 11.11% Reduce -11.1% 3,896,828 $249.7M
Blair William & Co. 0.71% Add +22.7% 3,862,086 $247.5M
Savant Capital, LLC 1.18% Add +2.6% 3,809,462 $244.1M
Johnson Financial Group, LLC 15.59% Reduce -0.1% 3,654,573 $234.2M
Farmers & Merchants Investments Inc. 6.45% Add +2.8% 3,649,530 $233.9M
D.A. Davidson & Co. 1.39% Reduce -1.6% 3,572,615 $228.9M
BLB&B Advisors, LLC 9.30% Add +1.0% 3,513,752 $225.2M
Cambridge Investment Research Advisors, Inc. 0.57% Add +10.7% 3,462,023 $221.8M
Janney Montgomery Scott LLC 0.55% Reduce -3.3% 3,460,078 $221.7M
Truepoint, Inc. 4.94% Reduce -3.7% 3,455,184 $221.4M
Victory Capital Management Inc. 0.14% Add +21.0% 3,410,358 $218.5M
TD Waterhouse Canada Inc. 0.65% Add +75.4% 3,362,729 $218.5M
Farther Finance Advisors, LLC 1.98% Add +23.1% 3,219,453 $209.7M
Bank of Hawaii 10.29% Reduce -18.5% 3,067,085 $196.5M
Freestone Capital Holdings, LLC 5.75% Add +5.8% 2,948,244 $188.9M
Tanglewood Wealth Management, Inc. 15.46% Reduce -0.4% 2,913,636 $186.7M
Foster Group, Inc. 5.41% Add +1.2% 2,834,008 $181.6M
Acropolis Investment Management, LLC 7.88% Reduce -1.0% 2,783,625 $178.4M
Robertson Stephens Wealth Management, LLC 4.79% Add +23.4% 2,669,304 $171.0M
Lincoln National Corp. 4.92% Reduce -3.4% 2,653,608 $170.0M
BOK Financial Private Wealth, Inc. 10.04% Add +4.5% 2,592,872 $166.2M
Davis R M Inc. 2.95% Add +4.4% 2,590,950 $166.0M
Coldstream Capital Management Inc. 2.04% Add +0.3% 2,570,908 $164.7M
Clark Asset Management, LLC 15.39% Add +9.2% 2,557,181 $163.9M
Summit Trail Advisors, LLC 2.33% Add +25.0% 2,539,753 $162.7M
West Virginia University Foundation, Inc 9.56% New 2,449,723 $157.0M
Orion Porfolio Solutions, LLC 1.32% Reduce -0.6% 2,416,424 $154.8M
Aptus Capital Advisors, LLC 1.29% Reduce -2.2% 2,395,141 $153.5M
Eastern Bank 2.63% Reduce -1.7% 2,386,846 $152.9M
Oakworth Capital, Inc. 7.93% Add +5.2% 2,337,244 $149.8M
Old National Bancorp 2.51% Add +18.9% 2,336,037 $149.7M
Plante Moran Financial Advisors, LLC 9.56% Add +1.0% 2,305,373 $147.7M
Hirtle & Co., LLC 5.75% Add +6.7% 2,300,281 $147.4M
NewEdge Advisors, LLC 0.53% Reduce -1.4% 2,296,726 $147.2M
Envestnet Portfolio Solutions, Inc. 0.81% Reduce -81.0% 2,289,350 $146.7M
Evoke Wealth, LLC 2.67% Add +10.4% 2,257,880 $144.7M
Sigma Investment Counselors Inc. 7.64% Add +1.6% 2,257,633 $144.7M
Hills Bank & Trust Co 6.96% Add +1.0% 2,247,545 $144.0M
Glenmede Trust Co. NA 0.70% Add +2.3% 2,237,745 $143.4M
Nearwater Capital Markets, Ltd 3.37% Reduce -52.8% 2,227,000 $142.7M
Jabodon PT Co. 16.41% Add +11.5% 2,203,616 $141.2M
Wealth Enhancement Advisory Services, LLC 0.31% Reduce -32.8% 2,187,334 $140.8M
Johnson Investment Counsel Inc. 1.13% Add +7.8% 2,182,786 $139.9M
Keewaydin Investments LLC 44.00% Reduce -7.3% 2,176,727 $139.5M
National Bank of Canada 0.14% Reduce -29.5% 2,172,361 $139.2M
Steele Capital Management, Inc. 5.71% Add +2.0% 2,152,149 $137.9M
First Financial Bankshares Inc 2.72% Reduce -0.6% 2,098,908 $134.5M
Wellington Management Group LLP 0.03% Reduce -8.5% 2,084,557 $133.6M
Cresset Asset Management, LLC 0.57% Add +14.9% 2,064,817 $132.3M
HM Payson & Co. 1.89% Add +688.7% 2,039,445 $130.7M
Citizens Financial Group Inc. 1.80% Add +15.9% 2,017,148 $129.3M
Fusion Family Wealth, LLC 9.48% Add +1.9% 1,982,081 $127.0M
EverSource Wealth Advisors, LLC 3.84% Add +86.8% 1,960,679 $125.6M
Jane Street Group, LLC 0.14% Reduce -72.1% 1,960,335 $125.6M
Citigroup Inc. 0.08% Add +14.5% 1,952,611 $125.1M
Empowered Funds, LLC 0.79% New 1,936,398 $124.1M
Apella Capital, LLC 1.80% Add +0.3% 1,740,478 $121.2M
Laird Norton Wetherby Trust Company, LLC 2.64% Add +26.0% 1,890,946 $121.2M
Badgley Phelps Wealth Managers, LLC 2.35% Add +1.0% 1,839,884 $117.9M
Employees Retirement System of Texas 1.20% No change 1,798,331 $115.2M
Allen Investment Management, LLC 1.41% Add +32.6% 1,777,177 $113.9M
PDS Planning, Inc 7.36% Reduce -1.6% 1,741,699 $111.6M
Agf Management Ltd. 0.50% Add +3.6% 1,723,173 $110.4M
DT Investment Partners, LLC 9.07% Add +3.2% 1,701,316 $109.0M
Commerce Bank 0.51% Add +24.6% 1,644,980 $105.4M
Midwest Trust Co 1.30% Add +2.8% 1,629,166 $104.4M
Rebalance, LLC 5.92% Reduce -1.3% 1,589,892 $101.9M
Brown Advisory Inc. 0.17% Add +4.4% 1,589,470 $101.9M
CreativeOne Wealth, LLC 2.35% Add +0.0% 1,577,008 $101.1M
Clearstead Advisors, LLC 0.91% Add +508.7% 1,559,457 $99.9M
MassMutual Private Wealth & Trust, FSB 2.71% Reduce -0.6% 1,554,661 $99.6M
Pure Financial Advisors, LLC 1.44% Add +0.7% 1,554,354 $99.6M
Whittier Trust Co. 1.12% Add +11.9% 1,525,106 $99.3M
Woodmont Investment Counsel LLC 6.10% Add +3.4% 1,544,563 $99.0M
Kestra Advisory Services, LLC 0.37% Add +11.0% 1,535,055 $98.4M
Kohmann Bosshard Financial Services, LLC 9.37% Add +5.0% 1,502,484 $96.3M
CENTRAL TRUST Co 1.84% Add +23.6% 1,457,328 $93.4M
Arbor Investment Advisors, LLC 12.05% Reduce -0.5% 1,445,106 $92.6M
Waverly Advisors, LLC 0.68% Reduce -0.1% 1,416,937 $90.8M
Elwood & Goetz Wealth Advisory Group, LLC 15.21% Add +0.1% 1,398,364 $89.6M
TD Asset Management Inc 0.07% Add +11.8% 1,380,471 $88.5M
Patriot Investment Management Group, Inc. 5.65% Reduce -0.1% 1,380,121 $88.4M
NewEdge Wealth, LLC 1.04% Add +24.0% 1,360,500 $87.2M
Private Advisor Group, LLC 0.41% Add +15.0% 1,349,511 $86.5M
Arvest Bank Trust Division 4.68% Add +13.0% 1,343,652 $86.1M
Peapack Gladstone Financial Corp. 1.09% Add +1.6% 1,335,202 $85.6M
Choreo, LLC 1.05% Add +0.3% 1,333,248 $85.4M
&partners 0.42% Add +11.8% 1,321,214 $84.9M
Lido Advisors, LLC 0.32% Add +1.8% 1,272,621 $81.5M
Thrivent Financial for Lutherans 0.16% Reduce -10.2% 1,275,510 $81.5M
Connable Office Inc. 7.94% Reduce -3.4% 1,259,848 $80.7M
Wallington Asset Management, LLC 10.67% Reduce -1.2% 1,253,147 $80.3M
Gilbert & Cook, Inc. 10.37% Reduce -0.4% 1,253,008 $80.3M
Lockheed Martin Investment Management Co. 2.93% No change 1,250,000 $80.1M
Planning Alternatives Ltd. 10.26% Reduce -3.5% 1,240,204 $79.5M
Mission Wealth Management, LP 1.64% Reduce -3.9% 1,220,992 $78.2M
Horizon Investments, LLC 0.87% Add +107.9% 1,211,578 $77.6M
Klingman & Associates, LLC 3.76% Add +5.7% 1,210,939 $77.6M
Human Investing LLC 11.28% Reduce -3.0% 1,208,409 $77.4M
Sofi Wealth, LLC 3.69% Reduce -25.7% 1,194,817 $76.6M
Fulton Breakefield Broenniman LLC 4.99% Add +9.4% 1,192,727 $76.4M
Connecticut Wealth Management, LLC 3.18% Add +0.5% 1,185,979 $76.0M
Auto-Owners Insurance Co 1.58% No change 1,178,750 $75.5M
Proffitt & Goodson Inc. 11.64% Reduce -6.5% 1,174,605 $75.3M
Inherent Management Corp. 38.15% No change 1,171,437 $75.1M
LVW Advisors, LLC 7.31% Reduce -6.4% 1,169,707 $75.0M
Alps Advisors Inc. 0.35% Reduce -13.7% 1,158,201 $74.2M
Vision Capital Management, Inc. 9.37% Reduce -0.3% 1,157,964 $74.2M
AQR Capital Management 0.03% Add +19.9% 1,151,187 $73.8M
New York Life Investment Management LLC 0.62% Reduce -10.0% 1,139,233 $73.0M
Adventist Health System/ West 12.86% No change 1,131,440 $72.5M
Tanager Wealth Management LLP 7.00% Add +1.3% 1,128,295 $72.3M
Bokf, NA 1.11% Add +4.1% 1,128,273 $72.3M
Keel Point, LLC 4.84% Add +11.4% 1,127,898 $72.3M
Oakwell Private Wealth Management, LLC 12.89% Add +7.4% 1,127,248 $72.2M
Legacy Private Trust Co. 4.45% Reduce -1.9% 1,122,493 $71.9M
Whittier Trust Co. of Nevada Inc. 1.48% Add +4.8% 1,103,762 $71.9M
Signaturefd, LLC 1.10% Reduce -0.4% 1,118,640 $71.7M
Moody National Bank Trust Division 6.78% Add +72.2% 1,111,319 $71.2M
Vestmark Advisory Solutions, Inc. 0.78% Add +106.7% 1,101,228 $70.6M
Simon Quick Advisors, LLC 3.22% Add +10.9% 1,098,313 $70.4M
WestHill Financial Advisors, Inc. 13.41% Reduce -1.5% 1,094,065 $70.1M
Compound Planning, Inc. 2.15% Reduce -10.3% 1,089,021 $69.8M
Sageworth Trust Co 2.97% Add +31.3% 1,079,778 $69.2M
West Financial Advisors, LLC 11.63% Reduce -2.9% 1,069,091 $68.5M
Chai Trust Co. LLC 5.76% Add +21.4% 1,061,981 $68.1M
Nicolet Bankshares Inc. 2.50% Add +427.5% 1,043,067 $67.7M
Sepio Capital, LP 3.67% Add +1.8% 1,055,102 $67.6M
Range Advisory, LLC 12.50% Add +32.8% 1,051,784 $67.4M
Brookstone Capital Management 0.77% Add +2.5% 1,049,185 $67.2M
Atria Investments, Inc 0.75% Reduce -16.2% 1,040,629 $66.7M
Trilogy Capital Inc. 2.96% Reduce -0.9% 1,037,450 $66.5M
Beacon Investment Advisory Services, Inc. 2.76% Add +12.3% 1,036,323 $66.4M
Strategic Investment Advisors / MI 4.58% Add +2.0% 1,035,011 $66.3M
Charles Schwab Trust Co 4.29% Reduce -4.4% 1,032,535 $66.2M
Ellenbecker Investment Group 8.87% Add +7.9% 1,026,987 $65.8M
Kathmere Capital Management, LLC 4.01% Add +1.4% 1,009,671 $64.7M
Kwmg, LLC 5.33% Add +1.5% 997,098 $63.9M
Coyle Financial Counsel LLC 13.50% Add +1.7% 995,981 $63.8M
Pine Ridge Advisers LLC 4.48% No change 984,266 $63.1M
Allspring Global Investments Holdings, LLC 0.10% Reduce -6.7% 960,908 $62.6M
Welch & Forbes LLC 0.80% Add +0.3% 970,411 $62.2M
UMB Bank, n.a. 0.87% Add +0.2% 968,323 $62.1M
Sequoia Financial Advisors, LLC 0.34% Add +3.2% 956,431 $61.3M
Steward Partners Investment Advisory, LLC 0.31% Add +9.8% 938,479 $60.1M
Merit Financial Group, LLC 0.44% Reduce -0.8% 933,569 $59.8M
First Western Trust Bank 3.01% Add +37.9% 930,771 $59.6M
REAP Financial Group, LLC 11.73% Add +5.8% 927,578 $59.4M
DRW Securities, LLC 3.23% Add +821.7% 925,404 $59.3M
Avion Wealth 12.16% Reduce -3.6% 917,970 $58.8M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3.35% Add +5.7% 917,014 $58.8M
Lowe Brockenbrough & Co. Inc. 2.92% Add +4.6% 913,241 $58.5M
Financial Synergies Wealth Advisors, Inc. 5.57% Reduce -1.6% 911,468 $58.4M
Citizens Business Bank 9.56% Reduce -1.1% 910,316 $58.3M
Bryn Mawr Trust Advisors, LLC 2.82% Reduce -0.9% 907,001 $58.1M
Exchange Traded Concepts, LLC 0.45% Add +1.9% 906,112 $58.1M
Arvest Investments, Inc. 7.87% Add +4.5% 900,266 $57.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.00% Reduce -1.1% 898,925 $57.6M
Gemmer Asset Management LLC 4.55% Add +1.2% 898,383 $57.6M
Seaside Wealth Management, Inc. 16.14% Add +1.3% 895,783 $57.4M
Financial Advisors Network, Inc. 7.90% Reduce -5.7% 892,836 $57.2M
Meeder Advisory Services, Inc. 2.37% Reduce -5.1% 885,176 $56.7M
Old Mission Capital LLC 1.34% New 884,885 $56.7M
Petredis Investment Advisors LLC 4.59% Add +2.7% 876,046 $56.1M
Jacobsen Capital Management 18.93% Reduce -13.8% 874,716 $56.1M
EP Wealth Advisors, LLC 0.27% Reduce -6.2% 868,550 $55.7M
World Investment Advisors 0.89% Add +50.7% 863,858 $55.4M
Signal Advisors Wealth, LLC 3.79% Add +23.2% 861,720 $55.2M
Arlington Trust Co LLC 4.86% Add +4.4% 861,007 $55.2M
Riverpoint Wealth Management Holdings, LLC 11.71% Reduce -0.1% 859,108 $55.1M
Park Avenue Securities LLC 0.43% Add +3.2% 858,247 $55.0M
Chandler Asset Management, Inc. 8.32% Reduce -7.2% 856,468 $54.9M
Allworth Financial LP 0.22% Reduce -4.1% 850,183 $54.5M
Capital Planning Advisors, LLC 7.80% Add +1.8% 842,318 $54.0M
Consolidated Portfolio Review Corp 4.91% No change 839,410 $53.8M
Composition Wealth, LLC 0.74% Add +1.9% 836,440 $53.6M
Wealth Architects, LLC 4.77% Reduce -9.7% 835,644 $53.5M
Heartwood Wealth Advisors LLC 4.65% Reduce -7.7% 832,286 $53.3M
Tiaa Trust, National Association 3.24% Reduce -95.9% 831,827 $53.3M
Mutual Advisors, LLC 1.14% Add +6.2% 830,644 $53.2M
Alesco Advisors, LLC, An ESL Co 1.34% Reduce -5.1% 820,151 $52.6M
OLIO Financial Planning 14.52% Reduce -1.0% 818,156 $52.4M
Hanson & Doremus Investment Management 5.98% Reduce -0.3% 811,831 $52.0M
Trust Co 4.82% Add +1.5% 803,197 $51.5M
Keener Financial Planning LLC 21.61% Reduce -0.4% 802,324 $51.4M
Parker Financial LLC 20.41% Reduce -2.1% 799,373 $51.1M
Tectonic Advisors LLC 2.70% Add +3.0% 796,228 $51.0M
Journey Advisory Group, LLC 4.35% Add +8.4% 792,195 $50.8M
Partners in Financial Planning 8.39% Add +1.5% 789,474 $50.6M
Bank of Nova Scotia 0.09% Add +45.6% 788,500 $50.5M
Focus Partners Advisor Solutions, LLC 0.50% Add +11.6% 782,578 $50.1M
Raffa Wealth Management, LLC 7.82% Reduce -3.5% 782,167 $50.1M
Whitcomb & Hess, Inc. 11.64% Add +1.0% 779,154 $49.9M
GP Brinson Investments LLC 22.62% No change 777,776 $49.8M
First Bank & Trust 8.02% Reduce -2.2% 776,648 $49.8M
Summit Financial, LLC 0.63% Add +8.1% 774,716 $49.6M
Acorn Financial Advisory Services Inc. 6.77% Add +12.4% 771,539 $49.4M
Perkins Coie Trust Co 9.49% Add +1.6% 770,556 $49.4M
Cliffwater LLC 13.08% No change 770,181 $49.4M
Sanctuary Advisors, LLC 0.27% Add +1.8% 768,573 $49.3M
Grey Fox Wealth Advisors, LLC 9.49% Add +8.1% 767,016 $49.2M
Financial Advisory Corp 6.77% Reduce -2.1% 760,053 $48.7M
Old Mission Investment Co LLC 11.22% Add +1.5% 748,746 $48.0M
Greenwood Gearhart LLC 2.59% Add +2.9% 748,732 $48.0M
TLT Family Holdco ULC 6.62% No change 748,200 $47.9M
Nadler Financial Group, Inc. 4.62% Add +7.0% 747,961 $47.9M
Beaird Harris Wealth Management, LLC 3.23% Add +1.8% 742,002 $47.5M
PACK Private Wealth, LLC 21.79% Add +0.2% 740,272 $47.4M
Strid Group, LLC 5.87% Add +26.6% 739,049 $47.4M
Matrix Trust Co 7.85% Reduce -0.2% 737,901 $47.3M
49 Wealth Management, LLC 3.54% Add +10.9% 737,423 $47.3M
Causeway Capital Management LLC 0.58% Add +74.8% 736,637 $47.2M
Brooklyn FI, LLC 9.84% Add +2.1% 730,755 $46.8M
Roof Eidam Maycock Peralta, LLC 10.66% Add +3.4% 725,135 $46.5M
Financial Planning Navigators CORP 20.36% Add +0.4% 724,688 $46.4M
Wolff Financial Management LLC 10.22% Add +1.4% 721,999 $46.3M
Roble, Belko & Company, Inc 5.85% Add +0.1% 718,603 $46.0M
Permanent Capital Management, LP 7.15% Add +0.1% 668,654 $46.0M
Rakuten Investment Management, Inc. 0.09% Add +100.0% 768,550 $45.9M
Noble Family Wealth, LLC 9.46% Add +4.8% 715,084 $45.8M
Founders Financial Securities LLC 2.53% Add +1.1% 664,634 $44.9M
SoundView Advisors Inc. 15.84% Reduce -1.2% 694,551 $44.5M
Nelson Capital Management, LLC 5.37% Add +6.7% 685,976 $44.0M
VestGen Advisors, LLC 1.23% Add +19.2% 624,595 $43.7M
Natixis Advisors, LLC 0.06% Add +13.1% 678,877 $43.5M
Advisors Capital Management, LLC 0.51% Add +17.6% 676,160 $43.3M
Tompkins Financial Corp. 3.45% Reduce -1.0% 675,522 $43.3M
Harbour Investments, Inc. 0.67% Add +14.2% 672,488 $43.1M
Wealth Management Strategies, Inc. 19.37% Add +4.5% 668,039 $42.8M
Manning & Napier Advisors LLC 0.60% Add +13.2% 667,370 $42.8M
Bogart Wealth, LLC 1.65% Add +22129.5% 666,886 $42.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +359.6% 664,979 $42.6M
Mesirow Financial Investment Management, Inc. 0.69% Add +47.5% 663,651 $42.5M
Ameritas Investment Partners, Inc. 1.31% Add +2.6% 663,259 $42.5M
Mayport, LLC 7.89% Add +16.1% 662,483 $42.5M
Cibc World Market Inc. 0.07% Reduce -4.7% 651,183 $41.7M
Fi3 FINANCIAL ADVISORS, LLC 11.97% Reduce -0.1% 647,394 $41.5M
Avior Wealth Management, LLC 1.16% Add +3.7% 642,047 $41.0M
Praetorian Wealth Management, Inc. 7.79% Add +0.2% 604,120 $41.0M
Inlight Wealth Management, LLC 15.11% Add +14.4% 636,976 $40.8M
Galvin, Gaustad & Stein, LLC 3.31% Add +8.8% 635,928 $40.8M
Conrad Siegel Investment Advisors, Inc. 7.32% Add +2.8% 632,910 $40.6M
Attessa Capital LLC 22.05% Add +3.1% 632,694 $40.5M
JRM Investment Counsel, LLC 10.87% Add +0.0% 631,968 $40.5M
Efficient Advisors, LLC 2.87% Reduce -19.2% 630,007 $40.4M
Cahill Financial Advisors Inc. 4.36% Reduce -6.2% 628,350 $40.3M
Penobscot Wealth Management 11.81% Add +5.1% 623,833 $40.0M
Choate Investment Advisors 0.78% Add +9.3% 622,729 $39.9M
Weitzel Financial Services, Inc. 14.93% Reduce -0.4% 609,677 $39.6M
Wiser Wealth Management, Inc 8.54% Add +1.1% 618,310 $39.6M
Windward Private Wealth Management Inc. 13.68% Add +0.1% 617,688 $39.6M
RPTC Inc. 6.91% Reduce -11.2% 615,193 $39.4M
Integris Wealth Management, LLC 9.05% Add +0.1% 614,651 $39.4M
Cascade Financial Partners, LLC 4.05% Add +0.1% 613,020 $39.3M
Relyea Zuckerberg Hanson LLC 3.91% Add +5.6% 606,648 $38.9M
Ellevest, Inc. 5.39% Reduce -0.6% 604,859 $38.8M
Meridian Management Co. 9.62% Reduce -3.9% 603,238 $38.7M
1ST Source Bank 1.99% Add +5.8% 600,665 $38.5M
Bar Harbor Wealth Management 2.25% Add +9.4% 599,739 $38.4M
Evolution Advisers, Inc. 16.15% Reduce -0.5% 598,049 $38.3M
Cantor Fitzgerald Investment Advisors L.P. 2.81% Reduce -8.6% 593,905 $38.1M
Operose Advisors LLC 8.75% Add +13.7% 588,865 $37.7M
Tidal Investments LLC 0.12% Reduce -26.4% 587,738 $37.7M
Leavell Investment Management, Inc. 1.53% Add +4.0% 582,227 $37.3M
Wealthcare Advisory Partners LLC 0.72% Add +0.7% 581,295 $37.2M
Vident Advisory, LLC 0.31% Add +117.5% 576,869 $37.0M
Guardian Wealth Advisors, LLC / NC 2.34% Add +2.7% 574,533 $36.8M
SilverOak Wealth Management LLC 5.82% Add +11.5% 574,475 $36.8M
D'Orazio & Associates, Inc. 4.75% Add +0.3% 572,859 $36.7M
Mascoma Wealth Management LLC 7.57% Add +7.6% 571,579 $36.6M
Apriem Advisors 3.49% Reduce -0.5% 570,851 $36.6M
Kestra Private Wealth Services, LLC 0.45% Add +3.2% 570,327 $36.5M
Benjamin Edwards Inc. 0.36% Reduce -7.9% 570,025 $36.5M
Avidian Wealth Enterprises, LLC 1.15% Add +475.9% 567,178 $36.3M
Quantinno Capital Management LP 0.06% Add +19.3% 564,820 $36.2M
Sage Mountain Advisors LLC 2.52% Add +9.7% 561,686 $36.0M
Valeo Financial Advisors, LLC 0.86% Add +0.8% 559,702 $35.9M
Arcadia Wealth Management, LLC 12.97% Reduce -4.5% 559,227 $35.8M
Atlantic Union Bankshares Corp 0.69% Add +7.5% 558,408 $35.8M
Ieq Capital, LLC 0.17% Add +7.2% 556,463 $35.7M
Okabena Investment Services Inc. 6.80% Add +3.3% 550,713 $35.3M
Gotham Asset Management 0.11% Add +36.2% 547,138 $35.1M
Founders Grove Wealth Partners, LLC 7.95% Reduce -0.4% 546,091 $35.0M
Fiduciary Wealth Partners, LLC 22.88% Reduce -19.3% 545,488 $35.0M
Fairview Capital Investment Management, LLC 1.89% Add +5.0% 541,790 $34.7M
Intrust Bank NA 2.82% Reduce -4.5% 540,862 $34.7M
Advocate Group LLC 5.42% Add +4.2% 540,708 $34.6M
Arax Advisory Partners 0.98% Reduce -12.3% 540,191 $34.6M
Cordant, Inc. 13.96% Add +2.5% 536,709 $34.4M
McMorgan & Co. LLC 5.56% Reduce -29.1% 535,942 $34.3M
Sovereign Financial Group, Inc. 5.94% Add +3.5% 533,080 $34.2M
Segall Bryant & Hamill, LLC 0.49% Add +18.0% 532,920 $34.1M
Savvy Advisors, Inc. 0.91% Reduce -6.3% 532,225 $34.1M
Cwm, LLC 0.09% Reduce -2.0% 531,000 $34.0M
Discipline Wealth Solutions, LLC 3.57% Add +42.4% 528,729 $33.9M
Abacus Planning Group, Inc. 4.56% Reduce -2.3% 528,331 $33.9M
Parallel Advisors, LLC 0.61% Add +1.9% 525,750 $33.7M
McKinley Carter Wealth Services, Inc. 1.95% Reduce -37.3% 525,701 $33.7M
VPR Management LLC 13.46% No change 525,600 $33.7M
Cardiff Park Advisors, LLC 2.69% Add +18.6% 525,132 $33.7M
Cambridge Advisors Inc. 6.52% Reduce -4.5% 524,375 $33.6M
Axos Invest Inc. 25.34% Add +3.0% 523,151 $33.5M
Affiance Financial, LLC 5.43% Reduce -3.4% 522,437 $33.5M
Abound Wealth Management 7.60% Add +3.1% 522,137 $33.5M
JNBA Financial Advisors 2.79% Add +10.4% 521,916 $33.4M
Mosaic Family Wealth Partners, LLC 3.41% Add +2.2% 520,084 $33.3M
Stephens Inc. 0.41% Add +1.9% 511,500 $32.8M
Prosperity Advisers, LLC 27.22% Add +3.7% 511,191 $32.8M
NerdWallet Wealth Partners, LLC 14.28% Add +30.2% 510,600 $32.7M
Equita Financial Network, Inc. 10.28% Reduce -9.8% 510,420 $32.7M
Ballentine Capital Advisors, Inc 13.52% Reduce -0.1% 509,740 $32.7M
JFS Wealth Advisors, LLC 1.83% Reduce -0.8% 509,610 $32.7M
Morton Brown Family Wealth, LLC 8.59% Add +3.2% 507,517 $32.5M
Aufman Associates Inc 15.95% Reduce -1.6% 507,208 $32.5M
Precedent Wealth Partners, LLC 6.50% Add +11.3% 506,968 $32.5M
St. Louis Trust Co 3.78% Reduce -1.6% 505,137 $32.4M
GHP Investment Advisors, Inc. 1.33% Reduce -0.5% 504,486 $32.3M
O'shaughnessy Asset Management, LLC 0.16% Add +24.4% 503,446 $32.3M
Principal Securities, Inc. 0.47% Add +2.7% 498,917 $32.0M
Tenret Co LLC 15.44% Add +5.8% 498,789 $32.0M
AdvisorNet Financial, Inc 1.64% Add +4.3% 494,179 $31.7M
Garde Capital, Inc. 1.89% Reduce -1.1% 493,403 $31.6M
Montis Financial, LLC 6.50% Reduce -12.0% 490,620 $31.4M
Cypress Financial Planning LLC 8.71% Add +1.1% 487,941 $31.3M
Northeast Investment Management 1.28% Add +11.0% 484,270 $31.0M
Consilio Wealth Advisors, LLC 9.06% Add +101.3% 483,856 $31.0M
Axxcess Wealth Management, LLC 0.99% Add +1.0% 482,740 $30.9M
Exencial Wealth Advisors, LLC 0.96% Add +7.8% 482,654 $30.9M
SigFig Wealth Management, LLC 0.90% Reduce -6.8% 479,118 $30.7M
Argent Trust Co 1.03% Add +17.0% 475,835 $30.5M
Ashton Thomas Private Wealth, LLC 0.72% Add +26.9% 475,483 $30.5M
Integrated Wealth Concepts LLC 0.24% Add +55.5% 474,704 $30.4M
Beirne Wealth Consulting Services, LLC 8.59% Add +11.8% 473,721 $30.4M
Penserra Capital Management LLC 0.35% New 463,139 $29.7M
1900 Wealth Management LLC 1.90% Reduce -1.1% 462,616 $29.6M
NorthRock Partners, LLC 0.48% Reduce -0.1% 461,341 $29.6M
Franklin Resources Inc. 0.01% Add +9.3% 461,236 $29.6M
American Trust 2.61% Reduce -1.7% 460,453 $29.5M
Geneos Wealth Management Inc. 0.68% Add +39.2% 457,832 $29.3M
Berkshire Money Management, Inc. 2.99% New 455,647 $29.2M
Pittenger & Anderson Inc. 1.16% Add +3.3% 455,631 $29.2M
Myecfo, LLC 12.20% Add +3.6% 455,174 $29.2M
Brandywine Asset Management, Inc. 23.03% Add +0.2% 445,676 $29.0M
Level Financial Advisors 7.38% Add +4.0% 451,513 $28.9M
VCI Wealth Management LLC 8.01% Add +61.2% 450,867 $28.9M
Hassell Wealth Management, LLC 9.69% Reduce -0.4% 450,573 $28.9M
Bear Mountain Capital, Inc. 8.64% Add +1.9% 414,769 $28.8M
Fiera Capital Corp 0.10% Reduce -8.9% 448,614 $28.7M
Up Strategic Wealth Investment Advisors LLC 18.09% Add +1.2% 412,336 $28.7M
Peak Retirement Planning, Inc. 5.72% Add +22.1% 447,638 $28.7M
71 West Capital Partners 1.26% Add +0.8% 446,401 $28.6M
Heritage Trust Co 2.86% Add +1.9% 444,563 $28.5M
Kaydan Wealth Management, Inc. 9.50% Reduce -34.0% 443,433 $28.4M
Libra Wealth LLC 7.96% Add +3.4% 440,860 $28.3M
Kopp Family Office, LLC 19.39% Reduce -6.1% 439,867 $28.2M
Per Stirling Capital Management, LLC. 3.10% Reduce -7.4% 438,386 $28.1M
Brown Wealth Management, LLC 7.21% Add +20.4% 438,095 $28.1M
Fort Washington Investment Advisors Inc. 0.16% Add +3.7% 437,845 $28.1M
Hurlow Wealth Management Group, Inc. 6.67% Reduce -2.0% 436,987 $28.0M
United Financial Planning Group LLC 16.51% Add +4.3% 435,762 $27.9M
Modern Wealth Management, LLC 0.48% Reduce -2.9% 425,409 $27.7M
Principal Financial Group Inc. 0.01% Reduce -4.7% 432,133 $27.7M
LBMC Investment Advisors, LLC 1.69% Add +3.4% 431,796 $27.7M
Salomon & Ludwin, LLC 2.46% Reduce -6.4% 425,654 $27.5M
Pinnacle Associates Ltd. 0.35% Reduce -9.8% 428,358 $27.4M
Kanawha Capital Management LLC 1.93% Add +14.8% 427,875 $27.4M
Claro Advisors Inc. 3.30% Add +3198.1% 427,636 $27.4M
Zuckerman Investment Group, LLC 2.58% Add +2.9% 427,077 $27.4M
Jordan Park Group LLC 1.46% Reduce -1.9% 426,624 $27.3M
Invst, LLC 3.07% Reduce -3.1% 424,139 $27.2M
Cornerstone Wealth Advisors, Inc. 6.25% Add +5.0% 423,474 $27.1M
Focus Financial Network, Inc. 0.97% Add +4.5% 423,017 $27.1M
Concurrent Investment Advisors, LLC 0.29% Reduce -1.8% 420,230 $26.9M
Fiduciary Group, LLC 2.28% Add +0.9% 417,202 $26.7M
Diversify Wealth Management, LLC 0.48% Add +47.9% 398,251 $26.7M
Prime Buchholz LLC 13.96% Add +0.6% 416,806 $26.7M
Advisory Services Network, LLC 0.35% Add +4.6% 415,705 $26.6M
Drive Wealth Management, LLC 5.62% Add +2.2% 415,652 $26.6M
Twele Capital Management, Inc. 4.74% Reduce -3.3% 414,535 $26.6M
Fifth Third Securities, Inc. 1.71% Add +8.5% 412,934 $26.5M
TrustBank 10.18% Add +6.5% 409,669 $26.3M
Balentine LLC 1.04% Reduce -2.0% 403,190 $25.8M
Anderson Hoagland & Co. 2.22% Add +2.2% 403,001 $25.8M
Stephenson & Company, Inc. 13.94% Add +0.9% 401,173 $25.7M
Intergy Private Wealth, LLC 7.49% Add +3.6% 398,279 $25.5M
Simmons Bank 1.71% Add +0.2% 397,336 $25.5M
Capital Asset Advisory Services LLC 0.97% Add +8.3% 365,934 $25.4M
Elevation Point Wealth Partners, LLC 0.60% Add +12.0% 395,812 $25.4M
United Capital Financial Advisors, LLC 0.16% Add +2.5% 394,895 $25.2M
PFG Private Wealth Management, LLC 10.59% Add +4.1% 389,773 $25.0M
Plancorp, LLC 0.71% Add +3.0% 368,467 $25.0M
Pinnacle Wealth Management Advisory Group, LLC 1.70% Reduce -11.6% 387,943 $24.9M
Rossmore Private Capital 2.18% Reduce -2.2% 386,783 $24.8M
William Mack & Associates, Inc. 14.13% Reduce -2.6% 385,705 $24.7M
Waterford Advisors, LLC 7.82% Add +1.9% 397,267 $24.6M
Burkett Financial Services, LLC 8.31% Reduce -2.1% 378,257 $24.2M
Buck Wealth Strategies, LLC 2.99% Add +3.5% 377,312 $24.2M
a16z Perennial Management, L.P. 2.01% Reduce -0.2% 377,003 $24.2M
Northern Lights Advisors, Inc. 16.31% Add +2.8% 375,705 $24.1M
One Degree Advisors Inc 6.30% Reduce -1.1% 375,039 $24.0M
RFG Advisory, LLC 0.44% Add +14.0% 373,278 $23.9M
Procyon Advisors, LLC 1.17% Reduce -1.7% 373,156 $23.9M
Level Wealth Management LLC 11.20% Add +9.5% 372,959 $23.9M
Hudock, Inc. 3.51% Reduce -6.3% 372,019 $23.8M
Fairway Wealth LLC 6.27% Add +5.2% 370,681 $23.7M
QRG Capital Management, Inc. 0.24% Add +5.9% 369,956 $23.7M
Orin Green Financial, LLC 9.70% Reduce -0.8% 369,189 $23.7M
Arkadios Wealth Advisors 0.39% Add +76.3% 368,434 $23.6M
Wealthspire Retirement, LLC 1.41% Add +4.0% 367,887 $23.6M
Brucke Financial, Inc. 11.92% Add +273.7% 366,593 $23.5M
Aspen Grove Capital, LLC 4.54% Reduce -9.2% 364,015 $23.3M
KRM Wealth Management L.L.C. 12.14% Add +6.3% 363,700 $23.3M
Guardian Wealth Advisors, LLC 13.37% Reduce -4.2% 362,920 $23.3M
Dravo Bay LLC 9.42% Reduce -2.1% 361,711 $23.2M
Amara Financial, Llc. 15.94% Add +7.3% 360,959 $23.1M
Advisor OS, LLC 1.67% Reduce -17.1% 360,560 $23.1M
Park Place Capital Corp 4.63% Add +5.7% 359,988 $23.1M
CFS Investment Advisory Services, LLC 1.58% Add +12.7% 330,567 $23.0M
Vanguard National Trust Co 1.44% — 357,764 $22.9M
Stewardship Advisors, LLC 5.26% Add +7.5% 357,365 $22.9M
Zhang Financial LLC 0.79% Add +13.2% 356,156 $22.8M
Transamerica Financial Advisors, LLC 1.94% Reduce -3.0% 355,456 $22.8M
Chilton Capital Management LLC 0.79% Add +15.3% 354,834 $22.7M
Echo45 Advisors LLC 12.69% Reduce -0.5% 352,211 $22.6M
Payne Capital Management, LLC 6.81% Add +2.5% 351,057 $22.5M
Perigon Wealth Management, LLC 0.41% Add +3.6% 349,879 $22.4M
Gill Capital Partners, LLC 6.40% Add +11.2% 347,448 $22.3M
Motive Wealth Advisors 10.42% Reduce -14.7% 346,246 $22.2M
American Money Management, LLC 3.51% Add +1.5% 345,658 $22.1M
Texas Capital Bank Wealth Management Services Inc 1.31% Reduce -0.5% 343,869 $22.0M
Penney Financial, LLC 8.45% Add +0.5% 343,634 $22.0M
Signal Tree Financial Partners LLC 16.49% Add +2.0% 340,970 $21.8M
Chesley Taft & Associates LLC 0.91% Add +2.5% 339,275 $21.7M
Accredited Investors Inc. 1.17% Reduce -2.5% 339,208 $21.7M
Applied Capital LLC 8.08% Add +1.7% 337,884 $21.7M
Bradley Foster & Sargent Inc. 0.34% Reduce -5.9% 336,871 $21.6M
Fort Point Capital Partners LLC 2.83% Reduce -9.6% 336,262 $21.5M
Raelipskie Partnership 9.06% Add +0.8% 334,121 $21.4M
National Philanthropic Trust 0.23% Add +76.4% 333,758 $21.4M
Continuum Wealth Advisors, LLC 8.79% Add +4.2% 330,777 $21.2M
DiPaolo Financial Group, Inc. 15.39% Add +17.9% 329,996 $21.1M
Aspire Private Capital, LLC 4.74% Reduce -4.3% 327,533 $21.0M
HT Partners LLC 6.34% Add +7.6% 326,965 $21.0M
Portland Global Advisors LLC 2.23% Add +1.1% 326,609 $20.9M
Vise Technologies, Inc. 0.41% No change 333,953 $20.9M
Aletheian Wealth Advisors LLC 10.17% — 325,489 $20.9M
Kearns & Associates LLC 11.21% Add +2.1% 325,021 $20.8M
Warner Financial, Inc. 7.13% Add +5.7% 324,323 $20.8M
Kaleidoscope Capital LP 7.98% Reduce -6.9% 323,236 $20.7M
Telos Capital Management, Inc. 1.98% Add +1.9% 321,898 $20.6M
Sand Hill Global Advisors, LLC 0.69% Reduce -1.5% 321,897 $20.6M
Arcataur Capital Management LLC 5.74% Add +6.1% 321,836 $20.6M
Bay Harbor Wealth Management, LLC 5.33% Reduce -10.7% 320,707 $20.6M
Vilga Financial Planning LLC 18.17% Add +6.0% 317,399 $20.3M
CSM Advisors, LLC 0.50% Add +3.1% 317,045 $20.3M
Atmos Advisory, LLC 11.51% Reduce -9.1% 316,339 $20.3M
Thayer Partners, LLC / MA 9.65% Add +4.7% 316,257 $20.3M
Regal Investment Advisors LLC 1.16% Reduce -3.3% 312,947 $20.1M
Rinkey Investments 5.08% Reduce -1.5% 310,210 $19.9M
Rodgers & Associates, LTD 2.01% Reduce -2.7% 307,921 $19.7M
Bailard, Inc. 0.45% Add +2.7% 307,596 $19.7M
Marathon Mission, Inc. 11.45% Add +1.3% 307,040 $19.7M
Latigo Investments, LLC 9.80% No change 306,975 $19.7M
Hopwood Nicholas Hunter 6.25% Add +1.3% 306,648 $19.7M
Asset Allocation Strategies LLC 3.47% Add +8.5% 304,707 $19.5M
BNP Paribas Financial Markets 0.01% Reduce -90.6% 301,703 $19.3M
Cherry Tree Wealth Management, LLC 4.09% Add +0.8% 301,466 $19.3M
Summit Wealth Group, LLC 4.43% Add +0.3% 301,247 $19.3M
Stratos Wealth Partners, LTD. 0.22% Reduce -3.0% 300,962 $19.3M
Independent Advisor Alliance 0.21% Add +951.7% 300,377 $19.2M
YANKCOM Partnership 7.91% Add +10.7% 300,064 $19.2M
MJP Associates Inc. 2.33% Reduce -20.3% 299,599 $19.2M
Warwick Investment Management, Inc. 2.78% Add +36.2% 298,929 $19.2M
Equitable Holdings, Inc. 0.12% Add +43.4% 588,378 $19.1M
Waterloo Capital, L.P. 1.34% Reduce -1.7% 298,169 $19.1M
Ritholtz Wealth Management 0.33% Add +23.5% 295,188 $18.9M
Hillcrest Wealth Advisors - NY, LLC 7.66% Add +13.9% 295,083 $18.9M
HB Wealth Management, LLC 0.12% Add +17.2% 295,068 $18.9M
Bessemer Group Inc. 0.03% Add +29.8% 294,843 $18.9M
Signature Estate & Investment Advisors LLC 0.38% Add +8.5% 294,834 $18.9M
First Manhattan Co. Llc. 0.05% Add +11.3% 294,591 $18.9M
OpenArc Corporate Advisory, LLC 0.27% Add +127.2% 294,246 $18.9M
Sanchez Levi Garrett 11.73% — 291,948 $18.7M
CoreCap Advisors, LLC 0.64% Add +7.3% 291,456 $18.7M
MBM Wealth Consultants, LLC 4.28% Add +1.0% 291,269 $18.7M
Jmac Enterprises LLC 3.57% Add +1.7% 290,987 $18.6M
Flputnam Investment Management Co. 0.28% Reduce -4.6% 289,996 $18.6M
Ausdal Financial Partners, Inc. 0.83% Reduce -2.0% 289,238 $18.5M
Cambridge Capital Management, LLC 7.98% Add +1.9% 289,181 $18.5M
Unconventional Investor, LLC 8.78% Add +6.5% 288,563 $18.5M
Camden National Bank 2.50% Add +5.0% 288,503 $18.5M
Coastline Trust Co 1.83% Add +19.7% 288,278 $18.5M
Omnia Family Wealth, LLC 5.81% Add +2.8% 287,746 $18.4M
TrueWealth Financial Partners 7.32% New 286,411 $18.4M
True North Advisors, LLC 2.09% Add +64.2% 286,089 $18.3M
Steffes Financial, Ltd. 9.67% Add +13.0% 285,838 $18.3M
Sterling Wealth Management, Inc. 5.01% Reduce -0.1% 284,944 $18.3M
Whitegate Investment Counselors, Inc. 5.80% Add +0.1% 284,792 $18.2M
White Wing Wealth Management 10.95% Add +0.5% 284,774 $18.2M
Franklin, Parlapiano, Turner & Welch, LLC 4.33% New 268,606 $18.2M
Ade, LLC 8.69% Add +4.8% 282,823 $18.1M
Rareview Capital LLC 10.54% Add +1.6% 315,371 $18.0M
XY Planning Network, Inc. 2.87% Add +9.5% 275,743 $18.0M
Refined Wealth Management 11.31% Add +1011.9% 279,667 $17.9M
Smith, Moore & Co. 1.30% Add +0.2% 278,974 $17.9M
Battery Global Advisors, LLC 9.57% Add +7273.1% 277,967 $17.8M
Arlington Partners LLC 35.53% Add +105.8% 277,768 $17.8M
Investment Partners, LTD. 6.33% Add +3.9% 277,622 $17.8M
Oppenheimer & Co. Inc. 0.21% Add +22.7% 273,686 $17.5M
Hamilton Wealth, LLC 3.41% Add +0.1% 273,411 $17.5M
Bleakley Financial Group, LLC 0.27% Add +54.0% 272,470 $17.5M
Riversedge Advisors, LLC 2.83% Reduce -0.3% 272,425 $17.5M
Enclave Advisors LLC 2.48% Add +21.3% 271,519 $17.4M
Rialto Wealth Management, LLC 3.90% Reduce -1.9% 270,782 $17.4M
Carrera Capital Advisors 2.66% Add +4.4% 269,252 $17.3M
Integrated Wealthcare, LLC 14.39% Add +4.2% 268,455 $17.2M
Brindle & Bay Financial Advisors, LLC 10.52% Add +8.5% 267,546 $17.1M
REDW Wealth LLC 6.83% Reduce -12.9% 267,325 $17.1M
IFP Advisors, Inc 0.35% Add +13.1% 266,993 $17.1M
Friends of the Cornell Lab of Ornithology, Inc. 16.14% Add +4.5% 266,651 $17.1M
Gordian Advisors LLC 11.36% Reduce -0.9% 266,171 $17.1M
Topsail Wealth Management, LLC 2.51% Reduce -0.1% 265,544 $17.0M
Dynamic Advisor Solutions LLC 0.54% Reduce -2.5% 265,496 $17.0M
Wealth Forward, LLC 9.53% Add +1.1% 263,557 $16.9M
Parkwood LLC 1.49% No change 262,127 $16.8M
Crestmont Private Wealth LLC 5.28% Add +3.8% 261,299 $16.7M
Matrix Asset Advisors Inc. 1.53% Add +11.1% 260,896 $16.7M
Smith & Howard Wealth Management, LLC 3.61% Add +5.5% 260,262 $16.7M
FMA Wealth Management, LLC 11.09% Reduce -0.1% 260,071 $16.7M
FF Advisors,LLC 6.74% Add +1.7% 245,662 $16.6M
Gould Capital, LLC 10.04% Add +7.6% 258,902 $16.6M
Brighton Jones LLC 0.36% Add +4.3% 257,436 $16.5M
Western Reserve Capital Management, LLC 13.54% Add +1.1% 257,376 $16.5M
Hilltop Wealth Advisors, LLC 9.82% Reduce -2.9% 255,880 $16.4M
Towerpoint Wealth, LLC 6.61% Reduce -0.8% 255,721 $16.4M
Allstreet Capital Advisors LLC 12.03% Reduce -2.2% 253,794 $16.3M
Rochester Wealth Strategies, LLC 9.81% Reduce -1.7% 252,558 $16.2M
Hiley Hunt Wealth Management 7.09% Add +0.9% 251,030 $16.1M
Stratos Investment Management, LLC 0.64% Add +114.8% 250,611 $16.1M
Goldstone Financial Group, LLC 1.73% Add +9.6% 249,586 $16.0M
Fifth Third Wealth Advisors LLC 0.54% Add +10.4% 249,071 $16.0M
Keystone Global Partners, LLC 7.12% Reduce -1.1% 248,622 $15.9M
Mgo One Seven LLC 0.32% Add +3.3% 247,883 $15.9M
Green Ridge Wealth Planning LLC 8.35% Add +2.9% 247,484 $15.9M
Capital Advisors Inc. 0.25% Reduce -50.6% 247,469 $15.9M
Moller Wealth Partners 3.13% Reduce -0.5% 247,152 $15.8M
Central Bank & Trust Co. 2.47% Add +8.0% 245,797 $15.8M
AE Wealth Management LLC 0.08% Add +6.2% 244,977 $15.7M
Vavra Capital Management, LLC 15.24% Add +2.0% 244,639 $15.7M
Integrity Wealth Solutions LLC 6.12% Reduce -7.1% 243,237 $15.6M
Mackenzie Financial Corp. 0.02% Add +2.8% 241,621 $15.5M
MSH Capital Advisors LLC 3.28% Add +4.4% 241,612 $15.5M
Obermeyer Wealth Partners 0.71% Add +6.9% 241,193 $15.5M
Aspiriant, LLC 0.44% Add +1.1% 241,032 $15.4M
Sunesis Advisors, LLC 6.98% Add +1.6% 240,861 $15.4M
Evercore Wealth Management, LLC 0.24% Add +9.7% 240,254 $15.4M
Kings Path Partners LLC 5.27% Reduce -2.7% 239,223 $15.3M
Financial Engines Advisors L.L.C. 0.03% Reduce -0.7% 239,017 $15.3M
Callan Family Office, LLC 0.35% Add +4.5% 237,656 $15.2M
Nwam LLC 0.88% Reduce -1.3% 237,633 $15.2M
TMB Capital Partners, LLC 5.12% Reduce -2.7% 237,380 $15.2M
Lodestar Private Asset Management LLC 1.50% Add +3.6% 236,578 $15.2M
Cornerstone Planning Group LLC 2.01% Reduce -5.9% 218,756 $15.1M
Staley Capital Advisers Inc. 0.64% Add +1.6% 234,961 $15.1M
Bristlecone Value Partners, LLC 13.22% Reduce -1.2% 234,483 $15.0M
Beacon Financial Strategies CORP 8.52% Add +2.4% 234,141 $15.0M
Epacria Capital Partners, LLC 11.62% No change 234,089 $15.0M
1834 Investment Advisors Co. 1.87% Reduce -0.7% 233,810 $15.0M
Etesian Wealth Advisors, Inc. 4.78% Add +1.6% 233,742 $15.0M
Eagle Strategies LLC 1.79% Add +5.4% 233,603 $15.0M
NewSquare Capital LLC 1.30% Reduce -2.7% 232,875 $14.9M
P/E Global LLC 1.17% New 232,135 $14.9M
InvesTrust 6.24% Add +0.8% 231,634 $14.8M
Aerodigm Wealth, LLC 5.59% Reduce -1.5% 231,609 $14.8M
EJMK Ventures LLC 8.26% Add +91.8% 230,627 $14.8M
Thrive Capital Management, LLC 3.20% Reduce -1.3% 228,183 $14.6M
Silvercrest Asset Management Group LLC 0.10% Add +1.6% 224,506 $14.4M
Fund Evaluation Group, LLC 0.44% Add +1914.0% 223,029 $14.3M
IF Advisors, LLC 10.09% Add +13.7% 222,644 $14.3M
Ensign Peak Advisors, Inc 0.03% No change 222,384 $14.3M
Avestar Capital, LLC 0.98% Add +147.1% 222,156 $14.2M
Turtle Creek Wealth Advisors, LLC 1.07% Reduce -6.4% 221,537 $14.2M
Retirement Wealth Solutions LLC 8.94% Reduce -10.1% 221,243 $14.2M
Stone Summit Wealth LLC 3.94% Add +21.9% 220,871 $14.2M
Mittelman Wealth Management 8.82% Add +3.1% 220,830 $14.2M
Clarity Wealth Development LLC 11.55% Add +3.7% 220,754 $14.1M
Schneider Downs Wealth Management Advisors, LP 1.54% Reduce -0.4% 218,620 $14.0M
Meridian Wealth Advisors, LLC 1.84% Add +17.0% 217,706 $14.0M
Fonville Wealth Management LLC 2.65% Reduce -0.1% 217,311 $13.9M
Snowden Capital Advisors LLC 0.37% Add +1.6% 216,955 $13.9M
RiverGlades Family Offices LLC 8.16% — 216,577 $13.9M
Objectivity Squared, LLC 8.75% Reduce -4.9% 216,533 $13.9M
Arrowroot Family Office, LLC 4.58% Add +36.9% 216,425 $13.9M
Trust Co of the South 2.23% Reduce -20.3% 216,384 $13.9M
First National Bank of Omaha 0.43% Add +6.9% 216,242 $13.8M
Manske Wealth Management 3.87% Add +11.8% 215,721 $13.8M
SBI Securities Co., Ltd. 0.38% Add +13.6% 214,603 $13.8M
Park National Corp. 0.42% Add +15.5% 214,231 $13.7M
Fca Corp. 3.86% Add +1.3% 213,184 $13.7M
Horizons Wealth Management 9.06% Reduce -2.7% 212,549 $13.6M
WESCAP Management Group, Inc. 2.67% Add +1.4% 211,649 $13.6M
Apollon Wealth Management, LLC 0.22% Add +19.6% 211,521 $13.6M
Phoenix Wealth Advisors 5.32% Reduce -0.0% 210,378 $13.5M
Associated Banc-Corp 0.36% Add +13.9% 210,016 $13.5M
Blueprint Investment Partners LLC 1.37% Add +1.2% 209,729 $13.4M
Gutierrez Wealth Advisory, LLC 8.33% Reduce -1.4% 209,346 $13.4M
Fortitude Family Office, LLC 3.01% Reduce -1.2% 209,210 $13.4M
Tandem Financial, LLC 4.52% New 208,410 $13.4M
Frisco Financial Planning LLC 11.00% Reduce -0.8% 208,134 $13.3M
Huntington National Bank 0.10% New 207,869 $13.3M
Empower Advisory Group, LLC 0.03% Reduce -17.0% 207,570 $13.3M
Hohimer Wealth Management, LLC 1.64% Add +7.9% 207,468 $13.3M
Live Oak Investment Partners 7.81% Add +3.6% 206,423 $13.2M
Ferguson Wellman Capital Management, Inc. 0.18% New 206,062 $13.2M
Tenon Financial LLC 5.18% Reduce -1.0% 205,679 $13.2M
CGN Advisors LLC 1.04% Reduce -0.7% 204,884 $13.1M
Miller Investment Management, LP 1.30% Add +29.9% 204,511 $13.1M
First Horizon Corp. 0.55% Add +8.0% 203,788 $13.1M
BKM Wealth Management, LLC 4.76% Reduce -0.1% 203,463 $13.0M
Wind River Trust Co 4.91% No change 202,975 $13.0M
K2 Financial Inc. 9.40% Reduce -3.4% 189,111 $12.9M
RFG Holdings, Inc. 3.25% New 201,501 $12.9M
Auour Investments LLC 4.06% Add +0.4% 201,325 $12.9M
CVA Family Office, LLC 1.35% Add +36.3% 200,546 $12.9M
Parsons Capital Management Inc. 0.59% Add +7.0% 200,251 $12.8M
Seven Post Investment Office LP 4.14% Reduce -13.3% 200,180 $12.8M
First Citizens Bank & Trust Co. 0.27% Reduce -4.4% 198,935 $12.7M
Principia Wealth Advisory, LLC 7.19% Add +28.8% 198,396 $12.7M
First Heartland Consultants, Inc. 0.97% Add +1.3% 197,943 $12.7M
Kitching Partners, LLC 11.65% Reduce -9.5% 197,326 $12.6M
Forbes Financial Planning, Inc. 7.29% Add +2.0% 196,899 $12.6M
Redwood Investment Management, LLC 1.56% Add +8.2% 196,536 $12.6M
Birchbrook, Inc. 6.16% Reduce -1.3% 196,199 $12.6M
Capasso Planning Partners LLC 6.75% Add +6.5% 195,263 $12.5M
Halbert Hargrove Global Advisors, LLC 0.61% Reduce -3.1% 194,501 $12.5M
Nisa Investment Advisors, LLC 0.05% No change 193,580 $12.4M
Ashton Thomas Securities, LLC 1.55% Reduce -2.9% 192,354 $12.3M
SouthState Bank Corp 0.57% Add +84.2% 191,879 $12.3M
Maripau Wealth Management LLC 5.39% Add +5.3% 191,494 $12.3M
Xcelsior Advisor Partners LLC 4.69% Add +17.4% 191,484 $12.3M
IFG Advisors, LLC 2.00% Reduce -2.2% 190,823 $12.2M
Cerity Partners Retirement Plan Advisors LLC 6.23% — 196,556 $12.2M
PFW Advisors LLC 3.83% Add +0.1% 189,923 $12.2M
Drucker Wealth 3.0, LLC 2.12% Add +1.5% 189,847 $12.2M
Integrated Capital Management, LLC 5.06% Add +1046.1% 187,055 $12.0M
Rockbridge Investment Management, LCC 1.08% Add +5.3% 186,984 $12.0M
Dorsey & Whitney Trust CO LLC 0.65% Add +0.5% 185,580 $11.9M
Black Diamond Financial, LLC 1.30% Add +3.0% 185,397 $11.9M
Avant Financial Advisors LLC 8.35% Add +0.8% 185,389 $11.9M
Pine Valley Investments Ltd Liability Co 0.58% Reduce -10.2% 185,239 $11.9M
Elevated Capital Advisors, LLC 2.99% Add +1.0% 185,188 $11.9M
Cora Capital Advisors LLC 3.92% Add +4448.8% 184,999 $11.9M
Strategic Blueprint, LLC 0.69% Reduce -2.3% 184,886 $11.8M
Sigma Planning Corp 0.33% Add +1.5% 184,230 $11.8M
Certuity, LLC 0.77% Add +76.6% 184,068 $11.8M
Duncan Williams Asset Management, LLC 3.27% Add +1.1% 183,838 $11.8M
Centennial Bank 4.21% Add +22.8% 183,020 $11.7M
Values Added Financial LLC 4.93% Reduce -5.3% 182,680 $11.7M
Western Wealth Management, LLC 0.45% Add +235.4% 182,656 $11.7M
Summit Global Investments 0.69% Add +814.4% 182,398 $11.7M
Dynasty Wealth Management, LLC 0.10% Reduce -19.7% 182,070 $11.7M
Acumen Wealth Advisors, LLC 3.13% Add +1611.6% 181,839 $11.7M
Elite Life Management LLC 14.54% Add +1.2% 163,933 $11.6M
Highview Capital Management LLC 4.22% Reduce -14.9% 181,098 $11.6M
Sterling Group Wealth Management, LLC 5.49% Reduce -2.8% 181,086 $11.6M
Gould Asset Management LLC 2.01% Reduce -2.6% 180,190 $11.5M
Timmons Wealth Management, LLC 10.94% Add +1.9% 180,073 $11.5M
Frank, Rimerman Advisors LLC 0.76% Add +0.2% 179,707 $11.5M
Integrity Advisory Solutions, LLC 1.52% Reduce -4.8% 179,204 $11.5M
Headinvest, LLC 2.35% Add +5.4% 178,899 $11.5M
Newport Capital Group, LLC 6.95% Add +1.1% 177,979 $11.4M
Paulson Wealth Management Inc. 2.67% Add +2.4% 177,885 $11.4M
Shotwell Rutter Baer Inc 6.69% Add +1.9% 177,685 $11.4M
HUB Investment Partners, LLC 0.28% Add +644.7% 177,683 $11.4M
Opus Capital Group, LLC 1.22% Reduce -6.0% 177,628 $11.4M
Kraft, Davis & Associates, LLC 2.42% Add +1.5% 164,998 $11.4M
Trace Wealth Advisors, LLC 8.50% Reduce -4.9% 176,958 $11.3M
Roundview Capital LLC 0.71% Add +2.0% 176,841 $11.3M
Mission Hills Financial Advisory, LLC 5.77% Add +1.5% 175,865 $11.3M
Compton Wealth Advisory Group, LLC 2.50% Add +27.5% 172,662 $11.2M
Aurelius Family Office LLC 4.87% Reduce -0.6% 174,636 $11.2M
Security Financial Services, INC. 1.76% Reduce -1.7% 173,263 $11.1M
Twin Cities Retirement Group LLC 10.14% Add +4.6% 173,032 $11.1M
Integrated Advisors Network LLC 0.58% Add +5.2% 172,664 $11.1M
Johnson Bixby & Associates, LLC 1.37% Add +2.1% 172,461 $11.1M
Bricktown Capital, LLC 2.17% Reduce -40.3% 172,264 $11.0M
Lansing Street Advisors 2.78% Add +34.4% 172,013 $11.0M
Clarity Capital Advisors, LLC 5.12% Add +29.0% 171,497 $11.0M
Main Street Financial Solutions, LLC 0.80% Add +6.1% 171,128 $11.0M
Tortoise Investment Management, LLC 0.90% Reduce -0.2% 170,559 $10.9M
Victrix Investment Advisors 3.96% Add +16.7% 170,393 $10.9M
Lanark Financial, Inc. 0.82% Reduce -1.4% 170,210 $10.9M
Grove Bank & Trust 1.23% Add +4.2% 170,028 $10.9M
Martel Wealth Advisors LLC 1.85% Reduce -7.4% 169,909 $10.9M
Interactive Financial Advisors, Inc. 7.12% Add +0.3% 169,886 $10.9M
First Bancorp, Inc 5.41% Add +0.5% 169,792 $10.9M
CBIZ Investment Advisory Services, LLC 0.40% Reduce -2.9% 169,197 $10.8M
Flow Traders U.S. LLC 0.34% New 168,343 $10.8M
Foundation Wealth Management, LLC\PA 3.78% Add +15.7% 167,304 $10.7M
Becker Capital Management Inc. 0.31% Add +0.6% 166,429 $10.7M
OneDigital Investment Advisors LLC 0.10% Reduce -22.4% 166,314 $10.7M
Integrated Investment Consultants, LLC 2.26% Reduce -6.4% 166,101 $10.6M
Chilton Investment Co. Inc. 0.25% Add +177.2% 165,535 $10.6M
Allianz Asset Management GmbH 0.01% Add +5.5% 165,400 $10.6M
Quattro Financial Advisors LLC 3.19% Reduce -3.6% 164,574 $10.5M
Employees' Retirement Fund of the City of Fort Worth 4.56% Add +13.9% 164,100 $10.5M
New Hampshire Trust 2.12% Reduce -3.2% 163,802 $10.5M
Conning Inc. 0.36% Add +2.1% 162,787 $10.4M
Twin Focus Capital Partners, LLC 1.20% Add +15.9% 162,334 $10.4M
Tilson Financial Group, Inc. 3.11% Add +1.2% 161,721 $10.4M
Piedmont Capital Management, LLC 6.91% Add +4.5% 161,623 $10.4M
Creative Financial Designs Inc. 0.63% Add +16.8% 161,303 $10.3M
Global Strategic Investment Solutions, LLC 1.01% Reduce -4.3% 160,321 $10.3M
Waller Financial Planning Group, Inc. 2.26% Reduce -1.6% 159,464 $10.2M
Tarbox Family Office, Inc. 1.66% Reduce -2.1% 159,401 $10.2M
Mycio Wealth Partners, LLC 2.03% Add +9.3% 159,281 $10.2M
Prime Capital Investment Advisors, LLC 0.12% Add +10.2% 158,945 $10.2M
E&R Wealth Management, LLC 10.13% Add +0.8% 158,647 $10.2M
Michelson Medical Research Foundation, Inc. 10.29% No change 158,160 $10.1M
Pachira Investments Inc. 4.73% Add +19.8% 157,835 $10.1M
First Financial Corp. 3.96% Add +9.0% 157,328 $10.1M
STAR Financial Bank 4.74% Add +149.2% 156,704 $10.0M
Arete Wealth Advisors, LLC 0.75% Reduce -7.3% 156,282 $10.0M
Campion Asset Management 6.77% Add +1.1% 155,683 $10.0M
Ancora Advisors LLC 0.21% Add +14.8% 155,416 $10.0M
Essex Financial Services, Inc. 0.56% Add +14.2% 155,203 $9.9M
Rosenberg Matthew Hamilton 2.04% Reduce -1.3% 155,021 $9.9M
Elmwood Wealth Management, Inc. 2.74% Add +2.6% 154,582 $9.9M
Roth Financial Partners LLC 3.37% Reduce -11.0% 154,772 $9.9M
Capitolis Liquid Global Markets LLC 0.06% — 153,200 $9.8M
Pitcairn Wealth Advisors LLC 0.90% No change 157,079 $9.8M
6th Street Advisors, LLC 6.15% — 152,593 $9.8M
Smartleaf Asset Management LLC 0.35% Add +17.4% 157,483 $9.8M
CWA Asset Management Group, LLC 0.33% Add +1.8% 152,291 $9.8M
Great Valley Advisor Group, Inc. 0.18% Add +7.9% 151,770 $9.7M
Root Financial Partners, LLC 0.45% Add +54.6% 150,469 $9.6M
Carroll Advisory Group, LLC 3.73% Add +50.6% 149,753 $9.6M
Berkshire Asset Management LLC 0.41% Add +6.5% 149,385 $9.6M
Silverlake Wealth Management LLC 2.02% Add +36.3% 149,353 $9.6M
Seldon Capital LP 3.51% No change 149,017 $9.5M
Fidelis Capital Partners, LLC 0.68% Add +0.9% 148,808 $9.5M
KilterHowling LLC 4.80% Add +9.6% 148,492 $9.5M
BSW Wealth Partners 1.16% Reduce -2.4% 147,892 $9.5M
Monument Group Wealth Advisors, LLC 5.25% Reduce -4.5% 147,684 $9.5M
Stembrook Asset Management, LLC 9.25% Reduce -1.1% 147,413 $9.4M
Brandywine Trust Co. 1.71% Add +0.1% 147,317 $9.4M
Walkner Condon Financial Advisors LLC 1.23% Add +6.0% 146,146 $9.4M
Tamar Securities, LLC 1.00% Add +6.6% 145,681 $9.3M
North Star Investment Management Corp. 0.57% Add +11.8% 145,515 $9.3M
Lexington Hill Partners, LLC 5.28% Add +17.5% 145,444 $9.3M
Fairman Group, LLC 7.95% Add +13.3% 145,205 $9.3M
Resolute Advisors LLC 3.85% Add +1.5% 145,119 $9.3M
Florida Trust Wealth Management Co 0.26% Add +16.9% 144,376 $9.3M
Courier Capital LLC 0.52% Add +8.4% 144,314 $9.2M
Prosperity Consulting Group, LLC 0.41% Reduce -2.4% 144,166 $9.2M
Mitchell McLeod Pugh & Williams Inc. 1.36% Add +6.2% 144,115 $9.2M
Emprise Bank 3.70% Reduce -0.9% 143,599 $9.2M
Triad Wealth Partners, LLC 0.73% Add +10.6% 143,307 $9.2M
Ascent Group, LLC 0.32% Reduce -1.7% 143,061 $9.2M
Waldron Private Wealth LLC 0.36% Add +0.2% 142,830 $9.2M
Three Bridge Wealth Advisors, LLC 2.50% Reduce -0.3% 142,287 $9.1M
Susquehanna International Group, LLP 0.01% Reduce -53.6% 142,150 $9.1M
Burling Wealth Partners, LLC 1.47% Add +45.7% 142,143 $9.1M
Roberts Wealth Advisors, LLC 2.31% Reduce -1.1% 141,949 $9.1M
Stillwater Capital Advisors, LLC 1.04% Add +3.6% 141,927 $9.1M
Blueprint Financial Advisors LLC 1.34% Add +12.4% 141,625 $9.1M
HighRoad Wealth Advisors, LLC 8.86% Reduce -0.7% 141,524 $9.1M
B. Riley Wealth Advisors, Inc. 0.59% Reduce -13.2% 146,008 $9.1M
Capital Analysts, LLC 0.24% Add +18.1% 139,815 $9.0M
Fullerton Advisors, LLC 9.27% Add +6.6% 139,666 $8.9M
Talon Private Wealth, LLC 1.18% — 139,080 $8.9M
VSM Wealth Advisory, LLC 2.66% Add +2.0% 139,064 $8.9M
Nations Financial Group Inc, /Ia/ 0.46% Add +5.5% 138,314 $8.9M
Plum Street Advisors, LLC 3.06% Add +0.2% 137,787 $8.8M
Vectors Research Management, LLC 2.57% Add +15.6% 137,513 $8.8M
Cary Street Partners Financial LLC 0.22% Reduce -2.6% 155,120 $8.8M
GK Wealth Management LLC 7.61% New 141,015 $8.7M
DWR Wealth Management, LLC 7.61% Reduce -1.7% 141,015 $8.7M
AlphaCore Capital LLC 0.21% Reduce -14.5% 135,515 $8.7M
Legacy Wealth Partners, LLC 2.17% Add +2.9% 135,254 $8.7M
Joule Financial, LLC 2.52% Reduce -1.5% 134,998 $8.7M
Creekside Partners 3.55% Add +14.4% 134,718 $8.6M
Farnam Financial LLC 7.09% Add +6.7% 134,378 $8.6M
Sagespring Wealth Partners, LLC 0.16% Add +12.1% 134,323 $8.6M
Cerity Partners OCIO LLC 0.51% Reduce -52.9% 133,940 $8.6M
Wedbush Securities Inc. 0.25% Add +29.8% 133,456 $8.6M
Old Second National Bank of Aurora 1.77% Add +2.5% 133,357 $8.5M
FSB Premier Wealth Management, Inc. 2.67% Reduce -3.8% 132,927 $8.5M
Rothschild Wealth LLC 0.77% Reduce -2.1% 132,652 $8.5M
Spectrum Strategic Capital Management, LLC 4.57% Add +11.2% 132,638 $8.5M
Sound Stewardship, LLC 3.88% Reduce -0.2% 132,196 $8.5M
Chicago Partners Investment Group LLC 0.19% Add +2.6% 123,456 $8.4M
Sandy Cove Advisors, LLC 2.51% Reduce -2.8% 130,677 $8.4M
Strategent Financial, LLC 5.67% Add +5.1% 130,319 $8.4M
Revolve Wealth Partners, LLC 1.07% Reduce -7.6% 128,648 $8.2M
Eclectic Associates Inc. 1.09% Add +11.1% 127,751 $8.2M
Fortis Advisors, LLC 4.09% Add +21.9% 127,474 $8.2M
Finhabits Advisors LLC 7.53% Reduce -1.0% 127,308 $8.2M
EPG Wealth Management LLC 2.21% Add +3790.2% 127,132 $8.1M
Naples Global Advisors, LLC 0.59% Add +1.9% 126,719 $8.1M
LifePlan Investment Advisors, Inc. 3.19% Add +3.9% 126,510 $8.1M
DBK Financial Counsel, LLC 6.13% Reduce -19.9% 126,416 $8.1M
Prudent Man Advisors, LLC 2.43% Reduce -18.6% 120,895 $8.1M
American Investment Services, Inc. 1.80% Reduce -3.1% 126,020 $8.1M
Jacobi Capital Management LLC 0.45% Add +2.2% 125,804 $8.1M
Retirement Planning Group, LLC 0.25% Reduce -2.3% 125,729 $8.1M
Verus Capital Partners, LLC 0.55% Reduce -3.6% 125,710 $8.1M
W.H. Cornerstone Investments Inc. 5.03% Add +11.8% 125,499 $8.0M
GenTrust, LLC 0.34% Add +3.8% 124,996 $8.0M
Tradition Wealth Management, LLC 0.57% Add +1.1% 124,121 $8.0M
Sax Wealth Advisors, LLC 0.39% Reduce -2.0% 127,279 $8.0M
PAX Financial Group, LLC 1.36% Reduce -7.7% 123,984 $7.9M
Farrell Financial LLC 4.74% Add +1.1% 123,814 $7.9M
Jim Saulnier & Associates, LLC 3.86% Add +5.7% 123,634 $7.9M
RS Crum Inc. 1.53% Add +0.7% 123,500 $7.9M
Brandywine Oak Private Wealth LLC 0.66% Reduce -0.5% 123,101 $7.9M
Curi Capital, LLC 0.14% Add +26.5% 123,052 $7.9M
JHP Wealth Management, LLC 7.53% Add +19.8% 122,957 $7.9M
Ameritas Advisory Services, LLC 0.31% Reduce -2.9% 122,603 $7.9M
Russell Investments Group, Ltd. 0.01% Reduce -1.7% 122,601 $7.9M
Madrid Wealth Management, LLC 5.92% Add +2.8% 122,525 $7.9M
Veery Capital, LLC 2.40% Add +0.3% 122,038 $7.8M
NorthStar Asset Management LLC 3.77% Add +1.4% 121,840 $7.8M
Journey Beyond Wealth, LLC 6.70% Reduce -8.1% 121,824 $7.8M
Steph & Co. 2.22% Add +11.1% 121,655 $7.8M
Wood Tarver Financial Group, LLC 2.14% Add +16.9% 121,103 $7.8M
Koshinski Asset Management, Inc. 0.48% Reduce -3.9% 120,973 $7.8M
Independent Financial Group, LLC 0.17% Add +158.4% 120,478 $7.7M
Hobart Private Capital, LLC 1.51% Add +881.4% 120,254 $7.7M
Optas, LLC 1.16% Add +2.1% 120,123 $7.7M
Lord & Richards Wealth Management, LLC 6.74% Add +2.3% 119,901 $7.7M
BlueSky Wealth Advisors, LLC 0.99% Add +1.9% 119,711 $7.7M
Narus Financial Partners, LLC 2.00% Add +1.9% 119,261 $7.6M
Windsor Capital Management, LLC 2.27% Reduce -10.2% 118,639 $7.6M
Cassady Wealth & Retirement Planning, LLC 3.91% Add +14.2% 109,654 $7.5M
Caldwell Trust Co 0.67% Add +7.9% 117,472 $7.5M
Entrust Financial LLC 5.26% Reduce -5.6% 117,440 $7.5M
CoreFirst Bank & Trust 3.98% Add +1.0% 117,046 $7.5M
Encompass Wealth Advisors, LLC 2.61% Reduce -0.5% 116,872 $7.5M
TPG Advisors LLC 4.61% Add +2.3% 115,450 $7.4M
International Assets Investment Management, LLC 0.51% Add +13.2% 113,495 $7.4M
Gradient Capital Advisors, LLC 1.91% Add +1.6% 114,961 $7.4M
Independent Family Office, LLC 3.01% Add +7.5% 114,168 $7.3M
Sovran Advisors, LLC 0.57% Add +4.3% 106,243 $7.3M
LifeGuide Financial Advisors, LLC 2.34% Reduce -0.4% 114,018 $7.3M
Silver Oak Securities, Incorporated 0.53% Reduce -22.4% 113,790 $7.3M
Westerkirk Capital Inc. 0.78% No change 113,781 $7.3M
IHT Wealth Management, LLC 0.17% Add +8.9% 113,234 $7.3M
RHS Financial, LLC 3.43% Reduce -2.0% 112,869 $7.2M
LOM Asset Management Ltd 2.08% Add +6.2% 112,747 $7.2M
Semitam Bonam LLC 5.89% Reduce -1.6% 112,577 $7.2M
Graves Light Lenhart Wealth, Inc. 0.75% Add +4.1% 112,208 $7.2M
McNamara Financial Services, Inc. 1.36% Reduce -2.0% 112,101 $7.2M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -82.3% 112,037 $7.2M
Lane Brothers & Co. Inc. 5.22% Reduce -2.0% 111,845 $7.2M
Heritage Family Offices, LLP 3.17% Add +552.8% 111,616 $7.2M
Mission Creek Capital Partners, Inc. 1.42% Add +4.7% 111,449 $7.1M
Renaissance Technologies 0.01% New 111,400 $7.1M
Taylor Hoffman Capital Management LLC 2.18% Add +0.9% 110,445 $7.1M
Kovack Advisors, Inc. 0.38% Add +5.8% 108,453 $7.0M
River Street Advisors LLC 2.37% Add +20.6% 109,604 $7.0M
Marino Management, LLC 1.28% No change 113,061 $7.0M
Kingswood Wealth Advisors, LLC 0.33% Add +9.0% 109,282 $7.0M
Severin Investments, LLC 6.01% Add +47.7% 109,217 $7.0M
Meadowbrook Advisors Group, LLC 4.16% Reduce -1.0% 109,204 $7.0M
Summitas Investment Management LLC 5.48% Reduce -9.8% 109,113 $7.0M
Strong Retirement Solutions LLC 4.89% Reduce -6.9% 108,996 $7.0M
Bearing Point Capital, LLC 1.09% Reduce -0.8% 108,465 $7.0M
Wright Wealth LLC 4.65% Add +5.8% 108,449 $6.9M
Whitaker-Myers Wealth Managers, LTD. 1.38% Add +6.5% 108,175 $6.9M
Steel Grove Capital Advisors, LLC 0.73% Add +1.9% 108,069 $6.9M
One Capital Management, LLC 0.19% Add +27.6% 107,785 $6.9M
Regency Capital Management Inc.\DE 3.07% Add +6.5% 107,114 $6.9M
Csenge Advisory Group 0.31% Reduce -9.9% 107,020 $6.9M
Grove Street Fiduciary, LLC 3.02% Reduce -2.5% 106,813 $6.8M
M Holdings Securities, Inc. 0.46% Reduce -13.9% 99,811 $6.8M
Fort Sheridan Advisors LLC 0.82% Reduce -1.0% 105,934 $6.8M
Ironwood Financial, llc 1.18% Add +5.2% 105,888 $6.8M
Certified Advisory Corp 0.61% Add +0.1% 105,886 $6.8M
Compass Financial Group, Inc. 3.06% Reduce -1.0% 105,848 $6.8M
Crescent Grove Advisors, LLC 0.67% Add +1.4% 105,685 $6.8M
Fiduciary Advisors, Inc. 5.08% Reduce -7.5% 105,554 $6.8M
Perennial Investment Advisors, LLC 0.54% Add +7.7% 105,512 $6.8M
ICONIQ Capital, LLC 0.15% No change 105,323 $6.7M
Diversified Trust Co. 0.13% Add +19.6% 105,183 $6.7M
Meridian Wealth Management, LLC 0.24% Add +4.9% 105,125 $6.7M
OxenFree Capital LLC 3.23% New 97,053 $6.7M
Hudson Oak Wealth Advisory LLC 5.77% Add +1.7% 103,550 $6.6M
Diversified Enterprises, LLC 0.36% Reduce -4.6% 103,381 $6.6M
Deutsche Bank AG 0.00% Reduce -3.0% 103,197 $6.6M
Haverford Trust Co 0.06% Add +2.1% 102,637 $6.6M
Guardsman Private Capital Management, Inc. 5.12% No change 102,296 $6.6M
McAdam, LLC 0.30% Reduce -6.1% 102,239 $6.6M
Advyzon Investment Management, LLC 0.59% Add +7.1% 102,107 $6.5M
Smithbridge Asset Management Inc. 0.97% Add +270.4% 101,922 $6.5M
Birch Hill Investment Advisors LLC 0.29% Add +31.7% 101,773 $6.5M
St Germain D J Co. Inc. 0.26% Reduce -0.7% 101,272 $6.5M
Manuka Financial, LLC 4.00% Add +0.2% 101,190 $6.5M
Squarepoint Ops LLC 0.01% Add +414.7% 101,159 $6.5M
Bank of New Hampshire 1.48% Reduce -0.2% 101,133 $6.5M
Cypress Wealth Services, LLC 0.91% Reduce -1.7% 100,517 $6.4M
Foundations Investment Advisors, LLC 0.08% Reduce -1.6% 100,491 $6.4M
Astra Wealth Partners LLC 4.04% Add +1.5% 99,905 $6.4M
United Advisor Group, LLC 0.79% Reduce -1.8% 99,874 $6.4M
Kintra Wealth, LLC 0.45% Add +593.0% 99,870 $6.4M
Leo Wealth, LLC 0.46% Reduce -6.5% 99,867 $6.4M
Nuveen, LLC 0.00% No change 99,600 $6.4M
Marathon Strategic Advisors, LLC 4.58% Reduce -0.3% 99,472 $6.4M
Motley Fool Wealth Management, LLC 0.72% Reduce -5.3% 99,314 $6.4M
Broadview Financial Management, LLC 4.33% Reduce -4.0% 98,952 $6.3M
GC Wealth Management RIA, LLC 0.26% Add +59.9% 98,844 $6.3M
Altura Wealth Advisors Inc. 2.75% Reduce -29.0% 98,485 $6.3M
Kingsview Wealth Management, LLC 0.08% Reduce -7.8% 96,849 $6.2M
Trevian Wealth Management LLC 3.06% Add +5.2% 96,618 $6.2M
Grey Ledge Advisors, LLC 1.40% Add +9.8% 96,512 $6.2M
Cutler Investment Counsel LLC 0.64% Add +2.6% 96,431 $6.2M
Cidel Asset Management Inc. 0.34% Reduce -1.9% 96,345 $6.2M
Sachem Hill LLC 1.19% Reduce -10.2% 96,148 $6.2M
Rehmann Capital Advisory Group 0.32% Reduce -6.3% 96,129 $6.2M
Gateway Wealth Partners, LLC 0.24% Add +651.1% 96,011 $6.2M
Balboa Wealth Partners 1.03% Add +16.9% 95,994 $6.2M
Fiducient Advisors LLC 0.80% Add +2.3% 95,720 $6.1M
Smithfield Trust Co 0.27% Add +8.2% 95,761 $6.1M
Patriot Financial Group Insurance Agency, LLC 0.35% Add +125.2% 95,508 $6.1M
Dynamic Wealth Strategies, LLC 3.53% Add +6.7% 95,157 $6.1M
Mayflower Financial Advisors, LLC 0.74% Reduce -5.2% 95,106 $6.1M
MorganRosel Wealth Management, LLC 2.40% Reduce -21.4% 94,973 $6.1M
Graetz Wealth LLC 5.41% Add +13.1% 94,584 $6.1M
First PREMIER Bank 1.40% Reduce -0.4% 94,420 $6.0M
AlTi Global, Inc. 0.13% Add +10.8% 94,166 $6.0M
DDFG, Inc 1.30% Reduce -0.9% 94,076 $6.0M
TD Private Client Wealth LLC 0.13% Add +12.7% 94,063 $6.0M
Pacific Financial Group Inc. 3.24% Reduce -8.7% 93,855 $6.0M
Great Lakes Advisors, LLC 0.05% Reduce -1.6% 93,213 $6.0M
Alvarez & Marsal Private Wealth Partners, LLC 0.84% No change 92,955 $6.0M
Financial Insights, Inc. 1.93% Reduce -1.5% 92,757 $5.9M
Flywheel Private Wealth LLC 3.39% Add +14.3% 92,750 $5.9M
Bakala Capital LLC 28.46% Add +0.2% 92,360 $5.9M
Symmetry Partners, LLC 0.34% Reduce -7.7% 92,169 $5.9M
CANADA LIFE ASSURANCE Co 0.01% Reduce -74.5% 91,816 $5.9M
Single Point Partners, LLC 1.17% Add +0.5% 91,932 $5.9M
Disciplina Capital Management LLC 0.62% Reduce -45.4% 91,660 $5.9M
Ascent Wealth Partners, LLC 0.68% Reduce -0.4% 91,605 $5.9M
Nolet Wealth Management, LLC 3.34% Add +707.0% 91,547 $5.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.16% Reduce -4.0% 91,386 $5.9M
Arta Finance Wealth Management LLC 2.88% Add +10.0% 91,028 $5.8M
Moors & Cabot, Inc. 0.25% Add +26.2% 90,732 $5.8M
Klingenstein Fields & Co. LP 0.23% Add +0.4% 90,291 $5.8M
FC Advisory LLC 1.69% Reduce -0.6% 90,269 $5.8M
Financial Counselors Inc. 8.16% Reduce -1.3% 90,225 $5.8M
Americana Partners, LLC 0.15% Reduce -1.4% 89,878 $5.8M
Sound Financial Strategies Group, LLC 3.91% New 89,452 $5.7M
ETF Store, Inc. 5.58% Add +5.1% 89,427 $5.7M
MidAtlantic Capital Management, Inc. 3.94% Add +0.1% 89,080 $5.7M
Stonekeep Investments, LLC 3.69% Add +7.3% 88,841 $5.7M
Stonebridge Financial Planning Group, LLC 2.08% Add +8.1% 88,606 $5.7M
Life Planning Partners, Inc 4.31% Add +3.0% 88,216 $5.7M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.76% Reduce -3.2% 88,025 $5.6M
SYM FINANCIAL Corp 0.56% Reduce -2.7% 87,752 $5.6M
Integrity Alliance, Llc. 0.21% Add +11.3% 87,680 $5.6M
Trinity Financial Advisors LLC 1.59% Reduce -82.1% 87,124 $5.6M
Titleist Asset Management, LLC 0.42% Reduce -5.8% 86,961 $5.6M
Bluestem Financial Advisors, LLC 2.15% Reduce -2.2% 86,840 $5.6M
Clear Creek Financial Management, LLC 0.43% Add +7.2% 86,777 $5.6M
Evergreen Capital Management LLC 0.12% Add +32.9% 86,476 $5.5M
Alley Investment Management Company, LLC 0.67% Add +0.3% 86,341 $5.5M
West Bancorporation Inc. 2.75% Add +3.4% 86,009 $5.5M
Peterson Wealth Advisors, LLC 0.73% Reduce -6.4% 85,944 $5.5M
Bestgate Wealth Advisors, LLC 9.92% Reduce -3.2% 85,805 $5.5M
Wescott Financial Advisory Group, LLC 0.48% Reduce -1.7% 85,746 $5.5M
Checchi Capital Advisers, LLC 0.38% Reduce -7.0% 85,487 $5.5M
Legacy Financial Group LLC 0.69% Reduce -3.1% 85,338 $5.5M
Angeles Wealth Management, LLC 0.30% Add +4.8% 85,156 $5.5M
Scott Capital Advisors, LLC 1.10% Add +7.8% 80,388 $5.4M
A&I Financial Services, LLC 2.57% Reduce -10.6% 84,538 $5.4M
Sightline Wealth Advisors, LLC 2.29% Add +7.0% 84,394 $5.4M
Absolute Capital Management, LLC 1.80% Add +11.7% 84,378 $5.4M
Petros Family Wealth, LLC 3.84% Add +13.7% 84,147 $5.4M
Pine Harbor Wealth Management, LLC 1.61% Add +26.2% 83,945 $5.4M
Mather Group, Llc. 0.05% Reduce -10.8% 83,895 $5.4M
Donalies Financial Planning, LLC 4.58% Reduce -0.1% 83,885 $5.4M
Verum Partners LLC 1.02% Add +1.1% 83,843 $5.4M
Andina Capital Management, LLC 4.80% Reduce -27.6% 83,532 $5.4M
Columbus Macro, LLC 0.57% Add +13.8% 83,394 $5.3M
Laurel Wealth Planning LLC 2.82% Reduce -0.3% 83,297 $5.3M
Layline Advisors, LLC 5.96% — 83,125 $5.3M
James J. Burns & Company, LLC 0.72% Reduce -0.3% 83,100 $5.3M
Highland Capital Management, LLC 0.28% No change 83,044 $5.3M
Arq Wealth Advisors, LLC 0.96% Reduce -1.3% 83,020 $5.3M
Parthenon LLC 0.61% Add +1.0% 82,625 $5.3M
Sagace Wealth Management LLC 3.58% Reduce -3.0% 82,323 $5.3M
Proathlete Wealth Management LLC 1.46% Add +10.8% 81,938 $5.3M
Midwest Financial Partners Investments, Inc. 2.78% Add +38.4% 81,829 $5.2M
Willis Johnson & Associates, Inc. 0.31% Reduce -1.3% 81,757 $5.2M
Sentinel Trust Co. Lba 0.52% Reduce -0.8% 81,530 $5.2M
Crusonia Wealth Advisors LLC 1.07% Add +1.0% 81,082 $5.2M
Condor Capital Management 0.43% Reduce -1.8% 80,499 $5.2M
Marks Group Wealth Management, Inc 0.50% No change 80,345 $5.1M
Teachers Insurance & Annuity Association of America 6.45% No change 80,298 $5.1M
First National Trust Co 0.17% Add +0.8% 79,913 $5.1M
Swmg, LLC 1.45% Reduce -0.6% 79,476 $5.1M
Northwest Wealth Management, LLC 0.76% Reduce -3.1% 79,409 $5.1M
Laraway Financial Advisors Inc 3.58% Reduce -2.0% 79,398 $5.1M
Walker Financial Services, Inc. 1.74% Add +24.5% 79,239 $5.1M
Mill Creek Capital Advisors, LLC 0.10% Add +1.4% 79,133 $5.1M
Summit Financial Strategies, Inc. 0.40% Add +2.3% 78,995 $5.1M
Northland Capital Management LLC 2.76% Add +6.0% 78,853 $5.1M
Adelphi Trust Co 4.10% Reduce -0.6% 78,578 $5.0M
Visionary Wealth Advisors 0.22% Add +10.3% 77,965 $5.0M
Golden Road Advisors LLC 2.87% Reduce -0.8% 77,885 $5.0M
Squire Investment Management Company, LLC 1.39% Add +4.8% 77,882 $5.0M
Citadel Advisors 0.00% Add +265.6% 77,878 $5.0M
Magnolia Capital Advisors LLC 0.98% Add +0.8% 77,808 $5.0M
Brady Martz Wealth Solutions, LLC 0.85% Add +0.3% 77,678 $5.0M
OneAscent Financial Services LLC 0.27% Add +94.7% 76,961 $4.9M
C M Bidwell & Associates Ltd. 2.30% Add +6.5% 76,944 $4.9M
U.S. Capital Wealth Advisors, LLC 0.12% Reduce -3.9% 76,822 $4.9M
LMCG Investments, LLC 0.29% Add +5.1% 76,771 $4.9M
Federation des caisses Desjardins du Quebec 0.02% Add +5.3% 75,961 $4.9M
Prospera Financial Services Inc 0.08% Add +4.0% 75,798 $4.9M
Norris Perne & French LLP 0.24% Reduce -6.6% 75,728 $4.9M
Bravera Wealth 2.19% Add +16.5% 75,710 $4.9M
Wesbanco Bank Inc. 0.13% Add +9.2% 75,180 $4.8M
BridgePort Financial Solutions, LLC 1.36% Add +13.9% 75,083 $4.8M
BOS Asset Management, LLC 1.23% Reduce -2.0% 75,036 $4.8M
Luminvest Wealth Management LLC 1.26% Add +11.6% 75,005 $4.8M
DAVENPORT & Co LLC 0.03% Add +62.8% 74,977 $4.8M
Nova R Wealth, Inc. 1.53% Reduce -2.0% 74,889 $4.8M
Glassman Wealth Services 0.65% Reduce -0.8% 74,867 $4.8M
Calton & Associates, Inc. 0.69% Reduce -8.5% 74,425 $4.8M
Stock Yards Bank & Trust Co. 0.15% Add +3.0% 74,399 $4.8M
Hughes Financial Services, LLC 0.73% Reduce -2.1% 74,296 $4.8M
Proficio Capital Partners LLC 0.25% Reduce -32.4% 74,213 $4.8M
Traction Financial Partners, LLC 2.92% Add +3.1% 74,110 $4.7M
Evanson Asset Management, LLC 0.25% Add +14.4% 73,148 $4.7M
Unique Wealth, LLC 0.65% Add +43.9% 72,837 $4.7M
PCM Encore, LLC 0.96% Add +8.6% 72,810 $4.7M
Sapient Capital LLC 0.07% Reduce -0.6% 72,804 $4.7M
Highline Wealth Partners LLC 1.19% Add +13.5% 72,742 $4.7M
Montag A & Associates Inc. 0.22% Add +93.9% 72,661 $4.7M
Nabity-Jensen Investment Management Inc 3.22% Add +1.6% 72,413 $4.6M
Autumn Glory Partners, LLC 1.70% Reduce -8.3% 72,382 $4.6M
SteelPeak Wealth, LLC 0.15% Reduce -37.3% 72,263 $4.6M
Essential Planning, LLC. 1.47% Add +19.7% 72,211 $4.6M
E&G Advisors, LLC 1.03% Add +40.1% 72,188 $4.6M
Asset Allocation & Management Company, LLC 1.72% Reduce -1.6% 72,039 $4.6M
Annis Gardner Whiting Capital Advisors, LLC 0.74% Reduce -0.0% 71,992 $4.6M
Private Trust Co. NA 0.41% Add +0.1% 71,844 $4.6M
Seeds Investor LLC 0.62% New 66,629 $4.6M
Climber Capital SA 2.99% Reduce -16.8% 71,260 $4.6M
High Note Wealth, LLC 0.90% Add +28.3% 71,226 $4.6M
Napier Financial, LLC 1.04% Add +1.0% 71,104 $4.6M
Nomura Asset Management Co. Ltd. 0.01% Add +14.5% 70,960 $4.5M
Red Tortoise LLC 1.91% Reduce -0.2% 70,848 $4.5M
Rockingstone Advisors LLC 2.08% Reduce -0.4% 70,669 $4.5M
Leeward Financial Partners, LLC 1.34% Add +874.9% 70,466 $4.5M
Summit Wealth Group LLC / Co. 0.47% Add +47.0% 70,357 $4.5M
Kastel Capital Advisors, LLC 2.76% No change 71,993 $4.5M
Atlatl Advisers LLC 3.34% Reduce -60.4% 70,154 $4.5M
Conservest Capital Advisors, Inc. 0.41% Add +0.1% 70,095 $4.5M
DMKC Advisory Services, LLC 1.86% Add +6.0% 69,715 $4.5M
Baker Avenue Asset Management, LP 0.10% Reduce -0.5% 69,655 $4.5M
Greenspring Advisors, LLC 0.27% Reduce -2.0% 69,313 $4.4M
Krane Financial Solutions LLC 3.00% — 68,925 $4.4M
Barry Investment Advisors, LLC 0.97% Reduce -0.9% 68,894 $4.4M
Sincerus Advisory, LLC 3.33% Add +3.6% 68,656 $4.4M
Renasant Bank 3.11% Add +0.5% 68,627 $4.4M
Spartan Wealth Advisory Services LLC 0.38% — 68,331 $4.4M
Waters Parkerson & Co., LLC 0.22% Add +8.3% 67,792 $4.3M
SVB Wealth LLC 0.29% Reduce -3.5% 67,774 $4.3M
Financial & Tax Architects, LLC 0.97% New 67,709 $4.3M
Patton Fund Management, Inc. 0.73% Add +7.9% 67,376 $4.3M
Opinicus Capital, Inc. 3.03% Add +1.1% 67,145 $4.3M
Armbruster Capital Management, Inc. 0.70% Add +6.8% 66,544 $4.3M
Gold Investment Management Ltd. 1.32% No change 66,513 $4.3M
Van Cleef Asset Management,Inc 0.46% Add +0.4% 66,360 $4.3M
Parkside Financial Bank & Trust 0.33% Reduce -5.8% 66,287 $4.2M
Kirtland Hills Capital Management, LLC 1.35% Add +0.2% 62,100 $4.2M
Topel & Distasi Wealth Management, LLC 2.19% Reduce -27.2% 65,991 $4.2M
Tocqueville Asset Management L.P. 0.06% Add +579.1% 65,882 $4.2M
Oakmont Advisory Group, LLC 4.30% Add +24.1% 65,827 $4.2M
LPWM LLC 1.06% Add +16.6% 65,778 $4.2M
Thoroughbred Financial Services, LLC 0.25% Add +2.1% 65,772 $4.2M
Capital Asset Managemnet, LLC 4.74% Reduce -9.1% 65,659 $4.2M
Camelot Technology Advisors, Inc. 3.08% Reduce -1.6% 65,521 $4.2M
Nestegg Advisors, Inc. 3.66% Reduce -0.3% 65,101 $4.2M
Cordgrass Capital Advisors, LLC 0.98% Add +21.1% 65,031 $4.2M
Boston Family Office LLC 0.28% Add +28.2% 65,036 $4.2M
Latko Wealth Management, Ltd. 2.03% New 65,021 $4.2M
Monument Capital Management 1.03% Reduce -2.0% 64,298 $4.1M
Calydon Capital 0.67% Add +0.2% 64,296 $4.1M
Northstar Financial Companies, Inc. 3.27% Reduce -4.6% 64,217 $4.1M
LCW Services, LLC 2.04% Reduce -27.6% 64,156 $4.1M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -63.4% 64,031 $4.1M
BCGM Wealth Management, LLC 1.03% Reduce -5.2% 63,977 $4.1M
CJM Wealth Advisers, Ltd. 1.23% Reduce -0.7% 63,217 $4.1M
Forum Financial Management, LP 0.06% Add +0.8% 63,064 $4.0M
VERITY Wealth Advisors 2.70% Reduce -7.2% 63,012 $4.0M
FFT Wealth Management LLC 0.73% Add +1.3% 62,979 $4.0M
Allodium Investment Consultants, LLC 1.92% Reduce -2.8% 62,657 $4.0M
Colonial Trust Co / SC 0.55% Add +51.1% 62,626 $4.0M
Atlantic Edge Private Wealth Management, LLC 0.98% Reduce -4.3% 62,320 $4.0M
Wingate Wealth Advisors, Inc. 2.13% Add +7.0% 62,192 $4.0M
Michael & Susan Dell Foundation 0.14% No change 61,900 $4.0M
Wealthspan Partners, LLC 1.40% Add +2.1% 61,893 $4.0M
Quartz Partners, LLC 1.53% Add +0.8% 61,779 $4.0M
Greykasell Wealth Strategies, Inc. 1.59% Add +8.3% 61,703 $4.0M
Old Peak Finance LLC 2.30% Add +0.0% 61,497 $3.9M
Washington Trust Advisors, Inc. 0.32% Reduce -0.3% 61,425 $3.9M
Barrett & Company, Inc. 1.35% Add +1.5% 61,399 $3.9M
Silver Coast Investments LLC 1.25% Reduce -4.2% 61,366 $3.9M
One Day In July LLC 0.31% Add +0.9% 61,235 $3.9M
Berger Financial Group, Inc 0.22% Reduce -1.7% 61,234 $3.9M
Security Benefit Life Insurance Co. 2.08% Reduce -11.7% 61,100 $3.9M
Innealta Capital, LLC 2.43% Reduce -16.7% 61,080 $3.9M
PFC Capital Group, Inc. 1.72% Add +4.6% 60,994 $3.9M
City Holding Co. 0.49% Add +11.1% 60,828 $3.9M
Shepherd Financial Partners LLC 0.37% Reduce -4.9% 60,565 $3.9M
Magnus Financial Group LLC 0.32% Add +21.2% 60,416 $3.9M
Bartlett & Co. Wealth Management LLC 0.05% Add +1.7% 56,644 $3.8M
Perennial Advisors, LLC 0.66% Add +8.9% 59,992 $3.8M
Rockland Trust Co. 0.15% Reduce -0.3% 59,775 $3.8M
Essex Bank 0.84% Reduce -0.0% 59,453 $3.8M
Lodestone Wealth Management LLC 1.51% Add +3.1% 59,376 $3.8M
JT Stratford LLC 0.49% Add +6.8% 59,350 $3.8M
Aegis Wealth Management LLC 2.17% Reduce -10.5% 59,312 $3.8M
Waystone Advisors LLC 3.38% Add +26.4% 58,977 $3.8M
CogentBlue Wealth Advisors, LLC 2.53% Reduce -2.7% 58,780 $3.8M
Gray Private Wealth, LLC 1.89% Reduce -1.2% 58,717 $3.8M
TPG Financial Advisors, LLC 1.22% Reduce -1.0% 58,423 $3.7M
Sageworth Trust Co of South Dakota 2.95% Add +0.9% 58,112 $3.7M
Manchester Capital Management LLC 0.54% Add +8.1% 58,103 $3.7M
Elm Partners Management LLC 0.16% Add +1.6% 60,019 $3.7M
Verus Wealth Management, LLC 3.45% Add +0.9% 58,048 $3.7M
Mullaney, Keating & Wright, Inc. 2.02% Add +0.2% 57,896 $3.7M
Ascentis Independent Advisors 0.28% Add +299.9% 57,801 $3.7M
Cushing Capital Partners, LLC 2.85% Reduce -10.0% 57,784 $3.7M
Pacific Park Financial, Inc. 2.42% Reduce -1.3% 57,784 $3.7M
Alpine Bank Wealth Management 0.54% Reduce -0.8% 57,471 $3.7M
Centerline Wealth Advisors, LLC 1.32% Reduce -10.1% 57,144 $3.7M
Archvest Wealth Advisors, Inc. 2.36% Add +1.1% 57,105 $3.7M
Birch Financial Group, LLC 2.13% Add +2.7% 56,985 $3.7M
Cove Private Wealth, LLC 0.83% Add +0.6% 56,795 $3.6M
Hutchens & Kramer Investment Management Group, LLC 1.15% Add +5.9% 56,706 $3.6M
Morling Financial Advisors, LLC 1.12% Reduce -2.7% 56,668 $3.6M
RiverFront Investment Group, LLC 0.06% Add +19.9% 56,618 $3.6M
Family Wealth Partners, LLC 1.24% Add +1.4% 56,602 $3.6M
WP Advisors, LLC 0.94% Add +182.6% 56,583 $3.6M
Frankly Finances, LLC 3.27% Add +3.5% 56,420 $3.6M
Aureus Asset Management, LLC 0.24% Add +44.1% 56,286 $3.6M
SageView Advisory Group, LLC 0.13% Reduce -21.0% 56,284 $3.6M
Roehl & Yi Investment Advisors, LLC 1.35% Add +40.9% 152,854 $3.6M
StoneX Group Inc. 0.19% Add +22.4% 56,126 $3.6M
Joel Isaacson & Co., LLC 0.12% Add +2.9% 56,064 $3.6M
Weinberger Asset Management, Inc 1.35% Reduce -3.0% 56,054 $3.6M
NorthLanding Financial Partners, LLC 2.89% Reduce -2.3% 56,012 $3.6M
Debussy Capital Management LP 0.49% Reduce -0.9% 55,823 $3.6M
Cornerstone Wealth Management, LLC 0.18% Add +4.9% 55,821 $3.6M
General Partner, Inc. 2.17% No change 55,579 $3.6M
Gladstone Institutional Advisory LLC 0.13% Reduce -32.5% 55,463 $3.6M
Quadrant Capital Group LLC 0.11% Add +30.1% 55,441 $3.6M
Texas Yale Capital Corp. 0.10% Add +11.3% 55,441 $3.6M
Shepherd Street Advisors LLC 3.50% Add +8.9% 55,395 $3.5M
Charter Oak Capital Management, LLC 0.27% Reduce -8.2% 55,154 $3.5M
Buffalo Business & Estate Services Ltd. 0.51% Add +33.6% 55,118 $3.5M
Worth Asset Management, LLC 1.32% Add +627.4% 55,111 $3.5M
ETF Portfolio Partners, Inc. 0.92% Reduce -2.5% 54,866 $3.5M
Carr Financial Group Corp 0.93% Add +12.4% 54,832 $3.5M
PFG Advisors 0.17% Reduce -14.4% 54,560 $3.5M
BTC Capital Management, Inc. 0.24% Add +1.8% 54,519 $3.5M
Capital Group Private Client Services, Inc. 0.06% Add +5.7% 54,492 $3.5M
AMG National Trust Bank 0.08% Add +23.2% 54,459 $3.5M
Uptown Financial Advisors LLC 2.81% Add +1.3% 54,309 $3.5M
Stone Wealth Partners 3.12% Add +30.7% 54,264 $3.5M
Venture Visionary Partners LLC 0.12% Add +2.9% 54,198 $3.5M
Collective Family Office LLC 0.78% Reduce -11.0% 53,991 $3.5M
JDM Financial Group LLC 1.33% Add +0.3% 53,935 $3.5M
Firestone Capital Management 0.72% Reduce -5.6% 53,621 $3.4M
Elevation Wealth Partners, LLC 1.23% Add +0.6% 53,507 $3.4M
Boston Trust Walden Corp 0.03% Add +144.4% 53,398 $3.4M
Beacon Financial Group 0.34% Reduce -0.3% 53,176 $3.4M
Shrier Wealth Management, LLC 1.26% Add +1.1% 53,024 $3.4M
Barclays PLC 0.00% Add +21.1% 52,919 $3.4M
Legacy Edge Advisors, LLC 0.36% Reduce -12.4% 52,846 $3.4M
N.E.W. Advisory Services LLC 0.25% Add +6.0% 52,762 $3.4M
Soltis Investment Advisors LLC 0.22% Add +10.7% 52,690 $3.4M
Maltin Wealth Management, Inc. 1.29% Add +0.6% 52,559 $3.4M
World Equity Group, Inc. 0.87% Reduce -3.8% 53,936 $3.4M
Whipplewood Advisors, LLC 1.74% Add +8.9% 52,208 $3.3M
Simplicity Wealth,LLC 0.19% Add +14.1% 52,063 $3.3M
Bath Savings Trust Co 0.36% Add +92.6% 51,938 $3.3M
Legacy Financial Advisors, Inc. 0.47% Reduce -6.5% 51,930 $3.3M
Prospera Capital Management, LLC 1.67% Add +0.4% 51,873 $3.3M
Covestor Ltd 2.29% Add +1.7% 51,569 $3.3M
Baron Wealth Management LLC 0.99% Add +0.0% 51,567 $3.3M
RTD Financial Advisors, Inc. 0.40% Reduce -7.2% 51,236 $3.3M
Brown Brothers Harriman & Co. 0.02% Reduce -0.4% 51,172 $3.3M
Sowell Financial Services LLC 0.12% Add +2.0% 51,003 $3.3M
Belpointe Asset Management LLC 0.12% Add +46.7% 50,656 $3.2M
Palatine Hill Wealth Management, LLC 2.82% Reduce -17.6% 50,533 $3.2M
BancFirst Trust & Investment Management 1.43% Add +3.3% 51,814 $3.2M
Southland Equity Partners LLC 0.63% Reduce -1.8% 50,094 $3.2M
WorthPointe, LLC 0.87% Add +179.7% 50,033 $3.2M
DGS Capital Management, LLC 0.53% Add +26.2% 50,017 $3.2M
Inscription Capital, LLC 0.34% Add +27.9% 49,899 $3.2M
HMV Wealth Advisors, LLC 1.50% Add +7.3% 49,875 $3.2M
Sherman Wealth Management LLC 2.73% Add +3.1% 49,581 $3.2M
LGL Partners, LLC 1.30% Add +1.0% 49,301 $3.2M
Mendel Capital Management LLC 1.59% — 49,254 $3.2M
Oxford Financial Group, LTD. LLC 0.17% Add +0.8% 49,156 $3.1M
Greenleaf Trust 0.03% Add +9.9% 48,956 $3.1M
Guidance Capital, Inc. 0.70% Reduce -1.7% 45,475 $3.1M
Performance Wealth Partners, LLC 0.09% Add +247.0% 48,862 $3.1M
Lynx Investment Advisory 1.49% Add +33.2% 48,787 $3.1M
Bayban 2.70% Reduce -0.6% 48,529 $3.1M
Riverview Trust Co 3.82% No change 48,354 $3.1M
Capital International Investors 0.00% Reduce -68.5% 49,700 $3.1M
Montecito Bank & Trust 0.51% Reduce -13.1% 48,032 $3.1M
Global Endowment Management, LP 0.34% No change 48,000 $3.1M
Castle Wealth Management LLC 0.99% Reduce -0.6% 47,792 $3.1M
Asset Dedication, LLC 0.21% Add +14.3% 47,745 $3.1M
Dearborn Partners LLC 0.17% Add +33.7% 47,647 $3.1M
Archford Capital Strategies, LLC 0.35% Add +3.1% 47,577 $3.0M
Andrews Advisory Associates, LLC 1.60% Reduce -30.8% 47,408 $3.0M
Forefront Analytics, LLC 2.76% Reduce -61.6% 47,307 $3.0M
Jefferson Bridge Capital, LLC 3.01% Add +1.9% 47,262 $3.0M
Inspirion Wealth Advisors, LLC 0.38% Add +9.0% 47,044 $3.0M
DB Fitzpatrick & Co, Inc 2.58% Add +7.7% 47,000 $3.0M
Acorn Wealth Advisors, LLC 0.88% Add +3.0% 46,961 $3.0M
Delta Financial Advisors LLC 0.78% Add +19.0% 46,701 $3.0M
PCA Investment Advisory Services Inc. 1.00% Add +9.5% 46,670 $3.0M
Arbor Wealth Advisors LLC 2.10% Add +0.7% 46,636 $3.0M
Hancock Whitney Corp. 0.05% Add +7.6% 46,112 $3.0M
Clarion Wealth Managment Partners, LLC 2.70% Reduce -7.9% 46,438 $3.0M
Compass Ion Advisors, LLC 0.28% Add +0.3% 46,421 $3.0M
Summit Asset Management, LLC 0.41% New 46,371 $3.0M
Larch Capital Partners LLC 0.43% Add +12.7% 46,366 $3.0M
Indivisible Partners 0.26% Add +8.1% 46,473 $3.0M
Private Wealth Asset Management, LLC 0.32% No change 46,184 $3.0M
Avantax Planning Partners, Inc. 0.08% Add +2.0% 46,159 $3.0M
Point72 Asset Management 0.01% New 46,085 $3.0M
Trek Financial, LLC 0.16% Reduce -1.7% 46,021 $2.9M
Cogent Private Wealth, Inc. 2.13% Add +23.6% 45,974 $2.9M
Centaurus Financial, Inc. 0.14% Add +22.4% 45,943 $2.9M
Watershed Private Wealth LLC 0.92% Reduce -0.7% 45,874 $2.9M
Peoples Bank 1.80% Reduce -16.1% 45,708 $2.9M
Stevens Capital Partners 0.70% Add +31.3% 45,525 $2.9M
Midwestern Financial, LLC 2.29% Reduce -18.5% 45,407 $2.9M
SHP Wealth Management 0.22% Add +6.0% 45,364 $2.9M
Mairs & Power Inc. 0.03% Add +782.0% 45,237 $2.9M
KLCM Advisors, Inc. 0.25% Reduce -0.8% 45,232 $2.9M
Upper Left Wealth Management, LLC 1.71% Add +2.7% 45,176 $2.9M
Diversified Portfolios, Inc. 0.24% Reduce -1.4% 45,170 $2.9M
Jennison Associates LLC 0.00% Reduce -40.8% 45,124 $2.9M
S.A. Mason LLC 1.08% Add +76.3% 45,075 $2.9M
RCW Management, LLC 2.96% Add +27.4% 45,026 $2.9M
Pathfinder Wealth Consulting, Inc. 1.87% Reduce -25.4% 45,026 $2.9M
Note Advisors, LLC 1.44% Reduce -0.0% 44,890 $2.9M
C2C Wealth Management, LLC 2.43% Reduce -0.1% 44,861 $2.9M
Bison Wealth, LLC 0.28% Reduce -3.1% 40,617 $2.9M
Fulton Bank, N.A. 0.10% Add +3.0% 44,720 $2.9M
Ticino Wealth 0.99% Reduce -4.5% 40,856 $2.9M
Thrive Wealth Management, LLC 0.42% Reduce -3.7% 44,451 $2.8M
Birchwood Financial Partners, Inc. 2.74% Add +5.4% 44,393 $2.8M
Orcam Financial Group 2.01% Add +7.6% 44,272 $2.8M
Richardson Financial Services Inc. 1.76% Reduce -2.1% 44,004 $2.8M
Archer Investment Corp 0.60% Reduce -21.6% 43,708 $2.8M
Benchmark Financial, LLC 2.51% Add +8.8% 43,584 $2.8M
Holos Integrated Wealth LLC 1.41% Reduce -0.9% 42,772 $2.8M
Strategic Financial Concepts, LLC 0.68% New 42,878 $2.8M
Spinnaker Trust 0.15% Reduce -6.4% 43,206 $2.8M
May Hill Capital, LLC 0.70% Reduce -1.9% 43,206 $2.8M
HORAN Wealth, LLC 0.26% Add +100.0% 43,968 $2.8M
J. R. Prunier Capital Management LLC 1.17% Reduce -8.3% 43,033 $2.8M
Neuberger Berman Group LLC 0.00% Reduce -5.0% 42,958 $2.8M
GS Investments, Inc. 1.57% No change 42,900 $2.7M
Clear Retirement Advice LLC 2.15% Reduce -0.6% 42,683 $2.7M
Basecamp Wealth Advisors LLC 0.56% No change 42,509 $2.7M
VestGen Investment Management 1.50% Reduce -6.1% 42,410 $2.7M
Canal Capital Management, LLC 0.37% Reduce -12.1% 42,271 $2.7M
Blom & Howell Financial Planning, Inc. 2.64% Reduce -21.2% 42,021 $2.7M
Fortis Capital Advisors, LLC 0.35% Add +42.6% 41,745 $2.7M
Gryphon Financial Partners LLC 0.28% Add +12.8% 41,708 $2.7M
Retirement Investment Advisors, Inc. 0.21% Add +2.0% 42,489 $2.7M
Greystone Financial Group, LLC 0.75% Reduce -34.3% 41,375 $2.7M
Bahl & Gaynor LLC 0.01% Reduce -1.1% 41,362 $2.7M
SeaCrest Wealth Management, LLC 0.28% Add +6.3% 41,103 $2.6M
First Trust Advisors LP 0.00% Add +4.9% 41,059 $2.6M
Rothschild Capital Partners, LLC 0.65% Add +5.6% 40,976 $2.6M
M3 Advisory Group, LLC 1.61% Add +0.1% 40,819 $2.6M
Hurley Capital, LLC 1.40% Add +17.5% 40,805 $2.6M
Comprehensive Money Management Services LLC 1.72% Add +3.0% 40,804 $2.6M
IFC Advisors LLC 0.37% Add +6.8% 40,800 $2.6M
Falcon Wealth Planning 0.18% Reduce -6.1% 40,720 $2.6M
Riverchase Wealth Management, LLC 1.36% No change 40,613 $2.6M
Sequent Planning LLC 0.63% Add +53.6% 40,580 $2.6M
Security National Bank of Sioux City Iowa 1.53% Add +16.5% 40,509 $2.6M
McDonald Partners LLC 0.61% Add +135.6% 40,503 $2.6M
Curry Webb Wealth Management LLC 1.23% Add +0.1% 40,481 $2.6M
First National Advisers, LLC 0.38% Add +11.2% 40,474 $2.6M
Global Wealth Management Investment Advisory, Inc. 0.41% Reduce -5.2% 40,347 $2.6M
Allen Capital Group, LLC 0.23% Add +1.0% 40,325 $2.6M
Capital Advisor Network LLC 3.61% — 40,256 $2.6M
Beam Wealth Advisors, Inc. 0.64% New 40,249 $2.6M
Bangor Savings Bank 0.21% Add +1.5% 40,105 $2.6M
Sellwood Investment Partners LLC 1.01% New 39,888 $2.6M
Evermay Wealth Management LLC 0.28% Add +4.2% 39,776 $2.5M
Appleton Partners Inc. 0.18% Reduce -2.1% 39,699 $2.5M
Solstein Capital, LLC 1.04% Add +0.2% 39,695 $2.5M
Ironwood Investment Counsel, LLC 0.37% Add +0.4% 39,675 $2.5M
LongView Wealth Management 0.64% Add +1.0% 36,724 $2.5M
L.K. Benson & Company, P.C. 0.83% Add +28.2% 39,411 $2.5M
Sherry Group, Inc. 2.74% Add +0.1% 39,164 $2.5M
Family CFO Inc 1.12% Add +0.9% 39,159 $2.5M
North Star Asset Management Inc. 0.11% Add +12.0% 39,125 $2.5M
Private Wealth Management Group, LLC 0.66% Reduce -1.6% 38,982 $2.5M
Clientfirst Wealth Management, LLC 2.11% Add +1.3% 38,974 $2.5M
Synergy Asset Management, LLC 0.26% Add +11.4% 38,903 $2.5M
Adirondack Capital Advisors, LLC 1.60% Add +3.1% 38,820 $2.5M
Cyndeo Wealth Partners, LLC 0.13% Add +0.1% 38,788 $2.5M
Blue Trust, Inc. 0.03% Reduce -12.6% 38,724 $2.5M
Cullen/Frost Bankers, Inc. 0.03% Reduce -22.2% 38,661 $2.5M
Viewpoint Investment Partners Corp. 1.14% No change 38,461 $2.5M
Aquire Wealth Advisors, LLC 0.65% Reduce -4.2% 38,375 $2.5M
Davidson Trust Co. 1.06% Reduce -0.1% 38,328 $2.5M
Kennebec Savings Bank 2.20% Reduce -1.2% 38,198 $2.4M
Endeavor Private Wealth, Inc. 0.70% Add +29.2% 38,173 $2.4M
MCF Advisors LLC 0.11% Add +5.2% 38,161 $2.4M
Talisman Wealth Advisors LLC 1.97% Add +49.1% 38,153 $2.4M
Connecticut Capital Management Group, LLC 2.29% Reduce -6.1% 37,895 $2.4M
Sharp Wealth Advisory, LLC 1.20% Add +6.9% 37,804 $2.4M
Downshift Financial, LLC 1.25% Add +65.4% 35,788 $2.4M
Certior Financial Group, LLC 1.54% Add +10.0% 37,720 $2.4M
Generations Wealth, LLC 2.34% Add +15.4% 37,622 $2.4M
Legacy Wealth Advisors, LLC 1.23% Add +103.2% 37,590 $2.4M
Trust Co. of Toledo NA 0.23% No change 37,477 $2.4M
Flagship Harbor Advisors, LLC 0.11% Reduce -1.6% 37,424 $2.4M
TruNorth Capital Management, LLC 0.46% Add +85.4% 37,345 $2.4M
Institute for Wealth Management, LLC. 0.26% Add +15.5% 37,269 $2.4M
United Community Bank 0.80% Add +3.0% 37,216 $2.4M
Atlas Legacy Advisors, LLC 0.44% Reduce -0.1% 37,196 $2.4M
Mechanics Bank Trust Department 0.33% Add +82.9% 37,001 $2.4M
Baron Silver Stevens Financial Advisors, LLC 0.34% Reduce -4.9% 36,941 $2.4M
Sage Capital Advisors,llc 0.55% Reduce -1.1% 36,737 $2.4M
William Howard & Co Financial Advisors Inc 2.03% Add +4.0% 36,725 $2.4M
Blue Bell Private Wealth Management, LLC 0.33% Add +0.0% 36,268 $2.3M
Aua Capital Management, LLC 1.18% No change 36,067 $2.3M
FSM Wealth Advisors, LLC 0.30% Add +1.7% 35,988 $2.3M
Tailwinds Wealth, LLC 5.64% Reduce -50.5% 35,884 $2.3M
Bell Bank 0.10% Reduce -0.4% 35,847 $2.3M
Legacy Bridge, LLC 0.87% Add +6.4% 35,796 $2.3M
JMN Financial LLC 2.25% Reduce -2.4% 35,682 $2.3M
Pathway Financial Advisors LLC 0.28% Add +176.3% 35,365 $2.3M
Vanguard Personalized Indexing Management, LLC 0.02% Add +17.9% 35,656 $2.3M
Clifford Swan Investment Counsel LLC 0.08% Reduce -7.7% 35,510 $2.3M
Landmark Wealth Management, LLC 0.61% Add +11.7% 35,489 $2.3M
Wincap Financial LLC 1.51% Reduce -23.0% 35,440 $2.3M
BBR Partners, LLC 0.13% Reduce -4.5% 35,399 $2.3M
Cynosure Group, LLC 0.28% Add +0.1% 35,397 $2.3M
Dakota Wealth Management 0.05% Add +1.2% 35,268 $2.3M
WASHINGTON TRUST Co 0.08% No change 35,210 $2.3M
Bragg Financial Advisors, Inc 0.07% Add +27.9% 34,807 $2.2M
Victory Financial Group, LLC 0.27% Reduce -6.9% 34,745 $2.2M
Parsonex Advisory Services, Inc. 2.17% Reduce -10.6% 34,588 $2.2M
Stonehearth Capital Management, LLC 0.88% Reduce -80.3% 34,551 $2.2M
Cranbrook Wealth Management, LLC 0.45% Reduce -3.6% 34,533 $2.2M
Capital Investment Advisors, LLC 0.03% Add +5.0% 34,499 $2.2M
Kropog Financial Group, LLC 1.79% New 34,479 $2.2M
Global Financial Private Client, LLC 0.72% Add +6.4% 34,400 $2.2M
Financial Planning Hawaii, Inc. 1.30% Add +12.8% 34,313 $2.2M
CMH Wealth Management LLC 0.38% New 34,300 $2.2M
Eagle Bluffs Wealth Management LLC 0.86% Reduce -0.2% 34,275 $2.2M
Jefferies Financial Group Inc. 0.03% Add +0.3% 34,210 $2.2M
GeoWealth Management, LLC 0.08% Add +0.1% 33,990 $2.2M
Eagle Bay Advisors LLC 1.92% Reduce -83.5% 33,914 $2.2M
Platform Technology Partners 0.42% Add +4.1% 33,708 $2.2M
Journey Strategic Wealth LLC 0.05% Reduce -3.9% 33,666 $2.2M
Compass Capital Corp. /Ma/ 0.77% Reduce -2.9% 30,872 $2.2M
Owl Creek Wealth Partners LLC 0.77% — 33,569 $2.2M
Insight 2811, Inc. 0.94% Add +2.8% 33,565 $2.2M
Beacon Advisors Holdings, LLC 1.15% Add +0.3% 33,504 $2.1M
HCR Wealth Advisors 0.22% Reduce -7.5% 33,374 $2.1M
Bigelow Investment Advisors, LLC 0.86% Add +0.4% 33,357 $2.1M
Summa Corp. 0.88% New 33,181 $2.1M
Maseco LLP 0.07% Reduce -0.4% 32,940 $2.1M
Fermata Advisors, LLC 0.48% Add +0.5% 32,928 $2.1M
Hardy Reed LLC 0.15% Reduce -5.2% 32,882 $2.1M
Milestone Asset Management Group, LLC 1.23% Add +0.1% 32,820 $2.1M
Common Fund for Nonprofit Organizations 0.20% Reduce -87.0% 32,754 $2.1M
RCS Financial Planning, LLC 1.09% Reduce -9.5% 32,733 $2.1M
Thompson Siegel & Walmsley LLC 0.04% Add +6.9% 32,713 $2.1M
Afg Fiduciary Services Limited Partnership 1.23% Add +1.1% 32,095 $2.1M
Pallas Capital Advisors LLC 0.08% Add +6.7% 32,501 $2.1M
Maridea Wealth Management LLC 0.30% Add +6.6% 32,360 $2.1M
Krilogy Financial LLC 0.07% Add +17.7% 30,119 $2.1M
Charis Legacy Partners, LLC 3.02% Reduce -5.1% 32,210 $2.1M
GTS Securities LLC 0.07% New 32,196 $2.1M
Heirloom Wealth Management 0.37% New 32,162 $2.1M
Interchange Capital Partners, LLC 0.65% Reduce -64.5% 39,846 $2.1M
Left Brain Wealth Management, LLC 0.81% New 32,032 $2.1M
GAMMA Investing LLC 0.10% Add +1.3% 31,923 $2.0M
Crestwood Advisors Group, LLC 0.03% Add +23.8% 31,917 $2.0M
Oarsman Capital, Inc. 0.25% Reduce -5.8% 31,908 $2.0M
Crewe Advisors LLC 0.17% Add +3.0% 31,766 $2.0M
Capital City Trust Co. 0.46% Reduce -0.4% 31,722 $2.0M
First National Bank Sioux Falls 0.56% Add +0.4% 29,570 $2.0M
Verdence Capital Advisors LLC 0.12% Add +15.2% 31,464 $2.0M
Tennessee Valley Asset Management Partners 0.26% Reduce -0.4% 31,243 $2.0M
55 North Private Wealth, LLC 0.51% Add +118.2% 31,139 $2.0M
Heritage Investment Group, Inc. 0.30% Reduce -1.3% 31,116 $2.0M
Aries Wealth Management 0.44% No change 31,000 $2.0M
Balanced Rock Investment Advisors LLC 1.39% Add +3.4% 30,950 $2.0M
HighPoint Advisor Group LLC 0.08% Reduce -2.6% 30,876 $2.0M
Parr McKnight Wealth Management Group, LLC 0.26% Add +6.8% 30,757 $2.0M
Peoples Financial Services Corp. 0.93% Reduce -0.2% 30,648 $2.0M
Lutz Financial Services LLC 0.13% Reduce -0.6% 30,620 $2.0M
Everhart Financial Group, Inc. 0.17% Reduce -3.9% 30,618 $2.0M
Aprio Wealth Management, LLC 0.11% Add +52.1% 30,556 $2.0M
Affinity Capital Advisors, LLC 0.27% Reduce -2.0% 30,499 $2.0M
Larson Financial Group LLC 0.06% Reduce -20.0% 30,422 $1.9M
Five Oceans Advisors 0.71% Reduce -1.1% 30,419 $1.9M
Outlook Wealth Advisors, LLC 0.47% Add +58.3% 30,368 $1.9M
Pecaut & Co. 0.63% Add +35.8% 30,267 $1.9M
Lazard Asset Management LLC 0.00% Reduce -41.4% 30,258 $1.9M
Canandaigua National Corp. 0.17% — 30,082 $1.9M
Wilson & Boucher Capital Management, LLC 1.28% Add +37.6% 30,039 $1.9M
Wealthcare Capital Partners, LLC 0.90% Reduce -1.3% 30,026 $1.9M
J. Safra Sarasin Holding AG 0.03% New 30,000 $1.9M
S&A Financial Services, Inc. 1.32% — 29,959 $1.9M
Steinberganna Wealth Management 0.92% Add +39.0% 29,849 $1.9M
One Wealth Advisors, LLC 0.24% Reduce -10.9% 29,797 $1.9M
Topor & Co. Korea 1.61% Add +22.7% 29,771 $1.9M
Breakwater Capital Group 0.25% Reduce -0.5% 29,711 $1.9M
Novem Group 0.22% Add +9.3% 29,616 $1.9M
Stratos Wealth Advisors, LLC 0.12% Reduce -85.0% 29,508 $1.9M
Spire Wealth Management 0.06% Add +8.5% 29,495 $1.9M
Aureum Wealth Management, LLC 1.31% Add +61.7% 29,467 $1.9M
State Street Corp. 0.00% Reduce -9.6% 29,438 $1.9M
J.E. Simmons & Co., P.C. 1.26% Reduce -1.4% 29,351 $1.9M
Kiley Juergens Wealth Management, LLC 0.33% Add +7.6% 29,328 $1.9M
Sunburst Financial Group, LLC 0.36% Reduce -1.9% 29,252 $1.9M
Parcion Private Wealth LLC 0.12% Add +284.8% 29,213 $1.9M
Destination Wealth Management 0.05% Add +2.1% 29,110 $1.9M
Harmony Asset Management LLC 0.57% Reduce -19.5% 29,047 $1.9M
Redwood Wealth Management Group, LLC 0.80% Reduce -1.1% 28,896 $1.9M
Stillwater Private Wealth, LLC 1.56% — 28,863 $1.8M
Sterling Financial Planning, Inc. 0.55% Reduce -2.4% 28,844 $1.8M
CX Institutional 0.06% Reduce -0.3% 28,761 $1.8M
3 Factor Indexing, LLC 1.73% — 28,647 $1.8M
Moneco Advisors, LLC 0.14% Reduce -10.6% 28,614 $1.8M
Carl P. Sherr & Co., LLC 0.86% Add +0.5% 28,605 $1.8M
Continuum Advisory, LLC 0.18% Add +8.7% 28,575 $1.8M
Insigneo Advisory Services, LLC 0.13% Reduce -0.1% 28,452 $1.8M
Total Clarity Wealth Management, Inc. 0.43% Reduce -6.4% 28,434 $1.8M
Tolleson Wealth Management, Inc. 0.27% No change 28,361 $1.8M
Capital Advisors, Ltd. LLC 0.21% Add +5.8% 28,352 $1.8M
WBH Advisory Inc. 0.14% Reduce -17.6% 27,857 $1.8M
Navigate Wealth Management, LLC 1.27% — 26,704 $1.8M
Brooklyn Investment Group 0.06% Add +200.8% 28,226 $1.8M
Perspective Wealth Advisors LLC 1.17% Reduce -1.4% 28,212 $1.8M
Confluence Wealth Services, Inc. 0.07% Add +7.7% 28,204 $1.8M
Milestone Investment Advisors LLC 0.44% Add +5.7% 28,179 $1.8M
Bernicke Wealth Management, Ltd. 0.23% Add +2.4% 28,049 $1.8M
Daymark Wealth Partners, LLC 0.06% Reduce -8.2% 28,031 $1.8M
Wick Capital Partners, LLC 0.33% Add +7.1% 28,029 $1.8M
Summit Wealth Partners, LLC 0.28% Add +75.4% 27,917 $1.8M
Motco 0.17% Reduce -2.9% 27,874 $1.8M
Liberty Wealth Management LLC 0.22% Reduce -13.1% 27,863 $1.8M
Vista Investment Management 0.60% Add +0.4% 27,737 $1.8M
Zacks Investment Management 0.01% Add +14.3% 27,721 $1.8M
Nottingham Advisors, Inc. 0.23% Reduce -1.0% 27,677 $1.8M
Advus Financial Partners, LLC 0.44% Reduce -2.6% 27,579 $1.8M
Washington Trust Bank 0.13% Reduce -53.2% 27,457 $1.8M
Rainier Family Wealth Inc. 1.18% Add +76.0% 27,391 $1.8M
TIAA Wealth Investment Management LLC 0.01% — 28,289 $1.8M
Quantify Chaos Advisors, LLC 5.45% Add +9.1% 27,251 $1.7M
Peck Wealth Management, LLC 1.75% Add +16.5% 27,206 $1.7M
Wealthedge Investment Advisors, LLC 0.64% Reduce -0.8% 27,161 $1.7M
Tower Bridge Advisors 0.17% New 27,108 $1.7M
Cohen Investment Advisors LLC 0.82% Add +4.7% 27,074 $1.7M
Gibbs Wealth Management 0.23% Add +393.7% 26,982 $1.7M
Gridiron Partners, LLC 1.06% No change 26,975 $1.7M
Level Four Advisory Services, LLC 0.06% Add +1.8% 26,915 $1.7M
Beacon Bridge Wealth Partners, LLC 0.58% Add +0.2% 26,913 $1.7M
Lavelle Capital LP 1.07% Add +0.8% 26,891 $1.7M
Minot DeBlois Advisors LLC 1.56% Add +1.5% 26,771 $1.7M
Entrewealth, LLC 0.77% Reduce -5.8% 26,765 $1.7M
Midland Wealth Advisors, LLC 0.09% Reduce -1.1% 26,717 $1.7M
Hall Laurie J Trustee 0.60% Reduce -3.3% 26,669 $1.7M
Ramsay, Stattman, Vela & Price, Inc. 0.34% Add +3.5% 26,518 $1.7M
Chico Wealth RIA 1.04% Add +0.0% 26,498 $1.7M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.15% Add +13.6% 26,434 $1.7M
Adirondack Trust Co. 0.57% Add +37.2% 26,429 $1.7M
Pennington Partners & Co., LLC 0.58% Add +23.2% 26,418 $1.7M
Transcend Capital Advisors, LLC 0.14% Add +68.9% 26,406 $1.7M
Seven Mile Advisory 1.22% Reduce -95.2% 26,390 $1.7M
New Republic Capital, LLC 0.57% Reduce -19.2% 26,382 $1.7M
ERn Financial, LLC 0.32% Reduce -5.1% 26,333 $1.7M
Mma Asset Management LLC 0.59% Add +4.3% 26,244 $1.7M
Quadrant Private Wealth Management, LLC 0.26% Reduce -0.5% 26,069 $1.7M
Baxter Bros Inc. 0.21% No change 26,043 $1.7M
Claris Financial LLC 0.91% Reduce -2.8% 26,014 $1.7M
Howland Capital Management LLC 0.07% Add +62.5% 26,000 $1.7M
Security National Bank of So Dak 0.80% Add +13.2% 25,985 $1.7M
Hegarty Advisors, LLC 1.31% Add +1.6% 25,955 $1.7M
TRB Wealth Management, LLC 0.24% — 25,899 $1.7M
Baker Boyer National Bank 0.50% Reduce -4.3% 25,890 $1.7M
Athena Investment Management 0.86% Add +38.8% 25,878 $1.7M
Colony Family Offices, LLC 0.41% Reduce -1.4% 25,818 $1.7M
Migdal Insurance & Financial Holdings Ltd. 0.01% Reduce -14.7% 25,633 $1.6M
Axis Wealth Partners, LLC 0.87% Add +5.6% 25,547 $1.6M
Earned Wealth Advisors, LLC 0.11% Add +42.2% 25,502 $1.6M
Harding Loevner LP 0.02% Reduce -84.9% 25,456 $1.6M
Retirement Systems of Alabama 0.01% No change 25,369 $1.6M
IMA Advisory Services, Inc. 0.16% Add +0.2% 25,242 $1.6M
PW Advisors, LLC \ FL 1.21% Add +0.0% 25,131 $1.6M
McNaughton Wealth Management, LLC 0.67% Add +18.9% 25,114 $1.6M
Align Financial, LLC 0.91% Reduce -98.4% 25,053 $1.6M
Sendero Wealth Management, LLC 0.18% Add +213.0% 25,018 $1.6M
McCarter Private Wealth Services LLC 0.70% Add +2.2% 25,013 $1.6M
Genesis Private Wealth, LLC 0.50% Reduce -11.7% 24,945 $1.6M
Meridian Investment Counsel Inc. 0.38% Reduce -0.4% 24,845 $1.6M
XML Financial, LLC 0.13% Add +47.8% 24,814 $1.6M
Midwest Capital Advisors, LLC 0.74% Add +0.1% 24,756 $1.6M
Brand Asset Management Group, Inc. 0.41% Add +0.6% 24,613 $1.6M
Optimist Retirement Group LLC 0.70% Add +2.7% 24,611 $1.6M
Sensible Money, LLC 0.48% Add +17.9% 24,586 $1.6M
Flower City Capital 0.79% Reduce -0.5% 24,576 $1.6M
White Lighthouse Investment Management Inc. 0.22% Reduce -6.5% 24,456 $1.6M
South Plains Financial, Inc. 0.91% Add +1.5% 24,433 $1.6M
Smith Chas P & Associates Pa Cpas 0.08% No change 24,399 $1.6M
Catalyst Financial Partners LLC 0.18% Add +5.5% 24,384 $1.6M
Prosperity Planning, Inc. 0.56% Add +2.5% 24,327 $1.6M
Advisory Research Inc. 0.19% Add +1.2% 24,316 $1.6M
Osborne Partners Capital Management, LLC 0.08% Add +12.5% 24,211 $1.6M
CFO4Life Group, LLC 0.24% Reduce -4.8% 24,107 $1.5M
Compass Planning Associates Inc 0.98% Add +0.1% 23,883 $1.5M
Fiduciary Financial Group, LLC 0.20% Add +7.2% 23,845 $1.5M
Capital Advisors Wealth Management, LLC 0.20% Add +2.4% 23,819 $1.5M
Financial Strategies Group, Inc. 0.26% Reduce -3.0% 22,391 $1.5M
Tempo Wealth, LLC 0.27% Add +0.7% 23,745 $1.5M
Vista Capital Partners, Inc. 0.15% Add +37.8% 23,741 $1.5M
KCM Investment Advisors LLC 0.05% Add +0.1% 23,736 $1.5M
City State Bank 0.39% Add +3.9% 23,712 $1.5M
Everstar Asset Management, LLC 0.81% Reduce -1.8% 23,677 $1.5M
Kavar Capital Partners Group, LLC 0.19% No change 23,663 $1.5M
Silver Grove Financial Group, Inc. 1.22% Add +1.4% 23,661 $1.5M
Old North State Trust, LLC 0.90% Reduce -37.9% 23,628 $1.5M
Opes Wealth Management LLC 0.26% Reduce -14.0% 23,615 $1.5M
TCTC Holdings, LLC 0.04% Add +3.8% 23,614 $1.5M
Stone Loft Wealth Management LLC 1.08% Add +174.3% 23,566 $1.5M
Meriwether Wealth & Planning, LLC 0.83% Add +16.4% 23,556 $1.5M
Clear Investment Research, LLC 2.36% Add +4.1% 23,549 $1.5M
Cannell & Spears LLC 0.03% Add +3.8% 23,545 $1.5M
Investor's Fiduciary Advisor Network, LLC 0.46% Add +122.5% 23,471 $1.5M
Clearwave Capital, LLC 1.02% Add +8.7% 23,375 $1.5M
Global Assets Advisory, LLC 0.43% Add +67.8% 23,368 $1.5M
Bridge Generations Wealth Management LLC 0.86% Reduce -1.0% 23,339 $1.5M
Murphy, Middleton, Hinkle & Parker, Inc. 0.69% New 23,337 $1.5M
Fidelity D & D Bancorp Inc. 0.60% Reduce -2.1% 23,291 $1.5M
Voya Financial Advisors, Inc. 0.15% Reduce -4.7% 24,041 $1.5M
Rossby Financial, LCC 0.31% Add +303.4% 22,857 $1.5M
Sterling Investment Management, LLC 0.89% Reduce -2.2% 23,234 $1.5M
Strategies Wealth Advisors, LLC 0.15% Reduce -9.2% 23,189 $1.5M
Peak Financial Management, Inc. 0.38% Add +3.5% 23,101 $1.5M
Brio Consultants, LLC 0.18% Add +1.8% 21,419 $1.5M
Arcadia Investment Advisors LLC 0.70% Reduce -0.9% 23,039 $1.5M
Hilltop Holdings Inc. 0.13% Reduce -61.2% 23,027 $1.5M
Geometric Wealth Advisors 0.18% Add +15.1% 23,021 $1.5M
Ofc Financial Planning, LLC 1.45% Add +0.3% 23,017 $1.5M
Investment Advisory Group, LLC 0.37% Add +3.5% 23,003 $1.5M
Elevatus Welath Management 0.77% No change 23,002 $1.5M
Wealth Advisory Solutions, LLC 0.33% Add +1.9% 22,908 $1.5M
Scotia Capital Inc. 0.01% Reduce -4.0% 22,899 $1.5M
Forthright Family Wealth Advisory LLC 0.98% Add +117.2% 29,244 $1.5M
Stonebridge Capital Advisors LLC 0.10% Add +240.5% 22,883 $1.5M
Gerber Kawasaki Wealth & Investment Management 0.05% Add +10.9% 22,838 $1.5M
New England Private Wealth Advisors LLC 0.17% Add +0.8% 22,831 $1.5M
WCG Wealth Advisors LLC 0.04% Add +14.4% 22,803 $1.5M
Clear Harbor Asset Management, LLC 0.10% Add +0.0% 22,758 $1.5M
RKL Wealth Management LLC 0.13% Reduce -59.4% 22,754 $1.5M
Glass Jacobson Investment Advisors llc 0.50% Add +23.0% 22,744 $1.5M
Probity Advisors, Inc. 0.23% Reduce -0.6% 22,732 $1.5M
Family Capital Management, Inc. 0.65% Add +22.5% 22,728 $1.5M
Monograph Wealth Advisors, LLC 0.14% Add +0.0% 22,723 $1.5M
Benchmark Financial Wealth Advisors, LLC 0.40% Add +0.0% 22,694 $1.5M
Kestra Investment Management, LLC 0.03% Add +31.1% 22,645 $1.5M
Accel Wealth Management 0.38% Add +0.1% 22,577 $1.4M
Main Management LLC 0.11% Add +4.7% 22,544 $1.4M
Smith Salley Wealth Management 0.07% Add +5.9% 22,546 $1.4M
Capital Investment Advisory Services, LLC 0.11% Add +42.0% 22,510 $1.4M
Diesslin Group, Inc. 0.65% Add +8.2% 22,421 $1.4M
Hardin Capital Partners, LLC 0.66% Add +10.3% 22,316 $1.4M
Lake Street Private Wealth, LLC 0.18% Add +49.8% 22,278 $1.4M
Advisory Alpha, LLC 0.04% Add +62.0% 22,216 $1.4M
Flagstar Securities, Inc. 0.51% Reduce -10.1% 22,146 $1.4M
Key Financial Inc 0.25% Reduce -1.9% 22,127 $1.4M
First American Bank 0.09% Reduce -7.0% 22,092 $1.4M
Wealthcare Capital Management LLC 0.14% Reduce -0.6% 22,026 $1.4M
Tufton Capital Management 0.26% Add +24.3% 21,976 $1.4M
Forvis Mazars Wealth Advisors, LLC 0.03% Add +21.1% 21,956 $1.4M
Ewa, LLC 0.32% Reduce -21.5% 21,933 $1.4M
NTV Asset Management LLC 0.15% Add +8.6% 21,924 $1.4M
Curated Wealth Partners LLC 0.18% Reduce -10.6% 21,906 $1.4M
Proactive Wealth Strategies LLC 0.26% Add +477.8% 21,877 $1.4M
Accretive Wealth Partners, LLC 0.40% Add +295.5% 21,872 $1.4M
Traveka Wealth, LLC 0.53% No change 21,772 $1.4M
WealthTrak Capital Management LLC 1.00% Reduce -0.5% 21,764 $1.4M
Avos Capital Management, LLC 0.55% Reduce -89.6% 21,758 $1.4M
L & S Advisors Inc 0.17% Reduce -41.0% 21,708 $1.4M
Founders Financial Alliance, LLC 0.25% Reduce -9.6% 21,669 $1.4M
American Alpha Advisors, LLC 0.81% Reduce -2.6% 21,603 $1.4M
Leonard Rickey Investment Advisors P.L.L.C. 0.24% Reduce -7.2% 21,591 $1.4M
Fielder Capital Group LLC 0.30% Add +0.0% 21,579 $1.4M
Canvas Wealth Advisors, LLC 0.23% Reduce -1.0% 21,542 $1.4M
Cape Investment Advisory, Inc. 0.46% Add +3.0% 21,536 $1.4M
1832 Asset Management L.P. 0.00% Reduce -1.6% 21,474 $1.4M
Hemenway Trust Co LLC 0.11% Add +87.3% 21,458 $1.4M
Glenview Trust Co 0.02% Add +13.1% 21,436 $1.4M
Eq LLC 0.39% Reduce -1.3% 21,424 $1.4M
Hanover Advisors Inc. 0.56% Reduce -1.1% 21,360 $1.4M
Ami Investment Management Inc. 0.31% Reduce -0.8% 21,291 $1.4M
Fingerlakes Wealth Management, Inc. 0.90% Add +18.4% 21,256 $1.4M
Antonelli Financial Advisors, LLC 0.94% Reduce -0.6% 21,248 $1.4M
Roffman Miller Associates Inc. 0.08% Reduce -1.5% 21,250 $1.4M
Vann Equity Management LLC 0.97% — 21,247 $1.4M
Williams Jones Wealth Management, LLC. 0.02% Reduce -10.2% 21,205 $1.4M
IKE Capital, LLC 0.77% Reduce -3.8% 21,202 $1.4M
Strategic Financial Services, Inc. 0.06% Add +38.1% 21,201 $1.4M
Johnson Financial Group, Inc. 0.05% Reduce -6.0% 21,184 $1.4M
Exchange Bank 0.94% Add +43.9% 21,071 $1.4M
Mitchell Capital Management Co. 0.25% No change 21,029 $1.3M
Burke & Herbert Bank & Trust Co. 0.37% Reduce -1.0% 21,010 $1.3M
Defined Wealth Management, LLC 0.79% Add +2.8% 20,997 $1.3M
Arsenal Capital Advisors LLC 0.98% Add +37.3% 20,985 $1.3M
Chapin Davis, Inc. 0.30% Reduce -9.8% 20,972 $1.3M
McClarren Financial Advisors, Inc. 0.79% Add +155.1% 20,949 $1.3M
BIP Wealth, LLC 0.05% Reduce -95.9% 20,942 $1.3M
Beaumont Financial Advisors, LLC 0.09% Add +9.1% 20,931 $1.3M
Vertrix Wealth Management, LLC 0.49% — 20,736 $1.3M
Cannon Financial Strategists, Inc. 0.17% Add +2.0% 20,705 $1.3M
Busey Bank 0.04% Add +25.7% 20,697 $1.3M
Rydar Equities, Inc. 1.02% Add +2.7% 20,632 $1.3M
Greenline Partners, LLC 0.14% No change 20,601 $1.3M
Client 1ST Advisory Group, LLC 0.40% Add +2.8% 20,591 $1.3M
NBT Bank, N.A. 0.09% Reduce -2.0% 20,566 $1.3M
Financial Perspectives, Inc 0.37% Add +18.8% 20,542 $1.3M
Quotient Wealth Partners, LLC 0.03% Add +0.2% 20,539 $1.3M
RDA Financial Network 0.33% Add +27.6% 20,486 $1.3M
3Chopt Investment Partners, LLC 0.30% Reduce -14.3% 20,434 $1.3M
Sargent Investment Group, LLC 0.17% Add +0.2% 20,409 $1.3M
Birchcreek Wealth Management, LLC 0.63% No change 20,407 $1.3M
LexAurum Advisors, LLC 0.17% — 20,368 $1.3M
Stanley-Laman Group, Ltd. 0.16% Add +70.4% 20,351 $1.3M
PFG Investments, LLC 0.06% Add +6.9% 20,312 $1.3M
Jag Capital Management, LLC 0.15% No change 20,275 $1.3M
Financial Life Advisors 0.40% Reduce -8.6% 20,268 $1.3M
Bank of Marin 0.95% Add +3.3% 20,267 $1.3M
Capital Management Associates, Inc 0.29% Add +3.0% 20,215 $1.3M
Fee-Only Financial Planning, L.C. 0.78% No change 20,194 $1.3M
Laurel Wealth Advisors LLC 0.13% Reduce -14.2% 18,198 $1.3M
Pioneer Wealth Management Group 0.36% Add +0.7% 20,107 $1.3M
CVS HEALTH Corp 0.60% New 20,000 $1.3M
RBF Capital, LLC 0.06% No change 20,000 $1.3M
ATX Financial Planning, LLC 0.97% Reduce -42.7% 19,976 $1.3M
Kassira Wealth Management LLC 1.17% Add +3.5% 19,811 $1.3M
Breakwater Investment Management 0.47% Reduce -0.0% 19,745 $1.3M
Baldwin Wealth Partners LLC 0.09% Reduce -5.5% 19,695 $1.3M
WFA of San Diego, LLC 1.01% Add +3.5% 19,682 $1.3M
Idaho Trust Co 0.41% Reduce -0.6% 19,545 $1.3M
Boston Research & Management Inc. 0.30% Reduce -2.8% 19,498 $1.2M
WealthShield Partners, LLC 0.14% Reduce -0.2% 19,359 $1.2M
MBE Wealth Management, LLC 0.52% Reduce -8.8% 19,351 $1.2M
LS Investment Advisors, LLC 0.19% Add +40.9% 19,321 $1.2M
Golden State Wealth Management, LLC 0.14% Reduce -2.2% 19,297 $1.2M
Winthrop Partners - WNY, LLC 0.66% No change 19,292 $1.2M
Goepper Burkhardt LLC 0.41% Reduce -0.7% 19,204 $1.2M
Mainsail Financial Group, LLC 0.51% Add +0.3% 19,159 $1.2M
Integrated Capital Management, Inc. 0.82% Add +1.5% 19,143 $1.2M
Wealthquest Corp 0.09% Reduce -11.1% 19,133 $1.2M
Taylor & Morgan Wealth Management, LLC 0.70% Reduce -2.4% 19,132 $1.2M
Palisade Asset Management, LLC 0.12% Add +4.7% 19,097 $1.2M
GreatBanc Trust CO 0.86% Add +10.1% 19,070 $1.2M
Fiscal Wisdom Wealth Management, LLC 1.17% Add +38.6% 19,024 $1.2M
Ketron Financial 0.44% Reduce -0.3% 18,975 $1.2M
Mattern Capital Management, LLC 0.14% No change 18,878 $1.2M
AMG Asset Management Group, Inc. 0.94% New 18,836 $1.2M
Uptick Partners, LLC 0.24% Add +3.2% 18,774 $1.2M
Cascades Capital Asset Management, LLC 0.51% Add +314.4% 18,772 $1.2M
Schaper Benz & Wise Investment Counsel Inc. 0.09% Add +19.5% 18,729 $1.2M
MontVue Capital Management, Inc. 0.82% Reduce -4.7% 18,712 $1.2M
Twelve Points Wealth Management LLC 0.26% Reduce -1.4% 18,639 $1.2M
Resources Management Corp. /CT/ 0.16% Add +3.0% 18,635 $1.2M
Red Lighthouse Investment Management, LLC 0.40% No change 18,549 $1.2M
Stirlingshire Investments, Inc. 1.04% Add +0.2% 18,515 $1.2M
Plan A Wealth LLC 0.57% Reduce -14.6% 18,511 $1.2M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Add +18.7% 17,496 $1.2M
Westmount Partners, LLC 0.29% Add +1.7% 18,478 $1.2M
Revisor Wealth Management LLC 0.33% Add +41.7% 18,436 $1.2M
Advisor Resource Council 0.47% New 18,368 $1.2M
Legacy Trust 0.23% Reduce -18.1% 18,322 $1.2M
Medallion Wealth Advisors, LLC 0.38% Reduce -0.8% 18,314 $1.2M
Heck Capital Advisors, LLC 0.09% Add +4.3% 18,295 $1.2M
Bell Investment Advisors, Inc 0.18% Reduce -11.3% 18,211 $1.2M
Putney Financial Group LLC 1.17% Add +75.5% 18,185 $1.2M
FLC Capital Advisors 0.21% Add +6.0% 18,101 $1.2M
Macroview Investment Management LLC 0.81% Add +12.4% 18,089 $1.2M
Colton Groome Financial Advisors, LLC 0.33% Reduce -5.5% 18,023 $1.2M
Halter Ferguson Financial Inc. 0.25% Reduce -6.7% 17,953 $1.2M
Heartland Bank & Trust Co 0.26% New 17,874 $1.1M
Carmel Capital Partners, LLC 0.41% Add +22.4% 17,828 $1.1M
2UniFi Bank 0.55% Add +8.6% 17,806 $1.1M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.38% Add +13.6% 16,675 $1.1M
Estate Counselors, LLC 0.10% New 17,665 $1.1M
Golden Bell Financial Planning LLC 0.90% Reduce -1.5% 17,600 $1.1M
Destiny Wealth Partners, LLC 0.12% Add +0.3% 17,593 $1.1M
Pinion Investment Advisors, LLC 0.26% Reduce -9.8% 17,591 $1.1M
Paragon Capital Management Ltd 0.24% Add +5.1% 17,477 $1.1M
Hansen & Associates Financial Group, Inc. 0.60% Reduce -41.1% 17,300 $1.1M
Hazlett, Burt & Watson, Inc. 0.35% Add +198.0% 17,378 $1.1M
Blue Zone Wealth Advisors, LLC 0.23% Reduce -2.0% 17,352 $1.1M
Capstone Wealth Management Group LLC 0.68% Add +17.7% 17,318 $1.1M
Dunhill Financial, LLC 0.26% Add +90.8% 17,264 $1.1M
Woodstock Corp. 0.10% No change 17,235 $1.1M
Salem Investment Counselors Inc. 0.03% Reduce -4.4% 17,228 $1.1M
Pinnacle Bancorp, Inc. 0.33% Reduce -0.8% 17,224 $1.1M
Portfolio Resources Advisor Group, Inc. 1.10% Add +6.5% 17,214 $1.1M
Keystone Financial Group 0.08% Reduce -12.0% 17,187 $1.1M
Immaculate Wealth Management LLC 8.69% — 17,162 $1.1M
KFA Private Wealth Group, LLC 0.26% Reduce -0.8% 17,150 $1.1M
Olde Wealth Management, LLC 0.35% Reduce -6.9% 17,164 $1.1M
Maia Wealth LLC 0.19% Reduce -6.8% 17,130 $1.1M
Tobias Financial Advisors, Inc. 0.15% Add +3.6% 17,121 $1.1M
Sound View Wealth Advisors Group, LLC 0.07% Add +10.9% 17,052 $1.1M
UNIVEST FINANCIAL Corp 0.06% Add +9.2% 17,000 $1.1M
FAS Wealth Partners, Inc. 0.07% Reduce -0.3% 16,966 $1.1M
Pillar Financial Advisors, LLC 0.64% Reduce -3.6% 16,965 $1.1M
MTM Investment Management, LLC 0.34% Add +3.2% 16,917 $1.1M
DKM Wealth Management, Inc. 0.78% Add +0.1% 16,911 $1.1M
PlanVest Financial, Inc 0.82% — 16,906 $1.1M
Biltmore Family Office, LLC 0.15% Reduce -5.6% 16,876 $1.1M
Tillman Hartley LLC 0.27% Add +0.1% 16,874 $1.1M
Next Capital Management LLC 0.33% Add +4.5% 16,749 $1.1M
Optima Capital LLC 0.50% Reduce -13.5% 16,732 $1.1M
Innova Wealth Partners 0.51% Reduce -51.7% 16,678 $1.1M
Atala Financial Inc 0.71% Reduce -8.1% 16,424 $1.1M
Freedom Financial Partners LLC 0.38% Reduce -0.5% 16,509 $1.1M
Barings LLC 0.02% New 16,483 $1.1M
Integrity Wealth Partners, LLC 0.95% — 16,455 $1.1M
Burton Enright Welch 0.14% Reduce -2.4% 16,442 $1.1M
Nikulski Financial, Inc. 0.26% Reduce -15.7% 16,400 $1.1M
Wrenne Financial Planning LLC 0.41% Reduce -3.4% 16,360 $1.0M
Brookwood Investment Group LLC 0.13% Add +30.2% 16,354 $1.0M
Abacus Wealth Partners, LLC 0.10% Add +2.7% 16,329 $1.0M
Powers Advisory Group, LLC 0.37% Add +30.2% 16,291 $1.0M
Mayfair Advisory Group, LLC 0.36% Reduce -1.5% 16,250 $1.0M
Stordahl Capital Management, Inc. 0.21% Reduce -2.0% 16,164 $1.0M
Tudor Financial Inc. 0.53% Add +3.9% 16,138 $1.0M
Arcus Capital Partners, LLC 0.37% Reduce -1.7% 16,122 $1.0M
Balance Wealth Partners LLC 0.32% Add +131.4% 16,100 $1.0M
Harpswell Capital Advisors, LLC 0.77% No change 16,090 $1.0M
WPG Advisers, LLC 0.76% Reduce -7.9% 16,065 $1.0M
Allie Family Office LLC 0.45% No change 16,050 $1.0M
Godsey & Gibb, Inc. 0.09% Reduce -5.0% 15,991 $1.0M
Integrity Investment Advisors, LLC 0.55% Add +52.4% 15,960 $1.0M
Shufro Rose & Co. LLC 0.07% Reduce -21.8% 15,953 $1.0M
First County Bank 0.55% Reduce -1.0% 15,930 $1.0M
TCV Trust & Wealth Management, Inc. 0.09% Reduce -5.1% 15,905 $1.0M
Koss-Olinger Consulting, LLC 0.09% New 15,901 $1.0M
Two Sigma Securities, LLC 0.12% New 15,826 $1.0M
Spirepoint Private Client, LLC 0.10% No change 15,802 $1.0M
Signet Financial Management, LLC 0.11% Reduce -3.1% 15,714 $1.0M
Kagan Cocozza Asset Management 0.71% Add +74.2% 15,703 $1.0M
Twin City Private Wealth, LLC 0.76% Add +3.6% 15,683 $1.0M
Northwest Bancshares, Inc. 0.20% Reduce -0.7% 15,635 $1.0M
Horizon Investment Services, LLC 0.35% Reduce -0.9% 15,630 $1.0M
Skyline Advisors, Inc. 0.35% Add +9.1% 15,571 $998K
First Merchants Corp. 0.04% Add +11.9% 15,561 $997K
Belleair Asset Management, LLC 0.91% Reduce -2.0% 15,510 $994K
Valpey Financial Services, LLC 0.64% Reduce -1.8% 15,457 $990K
Richards, Merrill & Peterson, Inc. 0.36% Add +2.6% 15,416 $988K
Polaris Investment Advisors, LLC 0.72% Reduce -5.1% 15,412 $988K
Santori & Peters, Inc. 0.31% Reduce -0.3% 15,406 $987K
Rice Partnership, LLC 0.13% No change 15,394 $986K
Viewpoint Capital Management LLC 0.46% Add +0.0% 15,352 $984K
Capital Squared Financial LLC 0.75% Add +23.2% 15,351 $984K
Douglass Winthrop Advisors, LLC 0.02% No change 15,285 $979K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.12% Reduce -1.6% 15,263 $978K
Innovative Wealth Building LLC 0.69% Add +3.8% 15,253 $977K
Chevy Chase Trust Holdings, LLC 0.00% No change 15,240 $977K
Black Cypress Capital Management, LLC 0.70% Add +0.7% 15,232 $976K
Kesler, Norman & Wride, LLC 0.17% Add +27.4% 15,228 $976K
Aspire Capital Advisors LLC 0.22% No change 15,225 $976K
Fragasso Financial Advisors Inc 0.06% Reduce -4.0% 14,926 $972K
Center for Financial Planning, Inc. 0.10% Reduce -6.8% 15,152 $971K
Adamsbrown Wealth Consultants LLC 0.26% Add +1.2% 15,151 $971K
Fiduciary Alliance LLC 0.06% Add +11.1% 14,121 $970K
Brown Financial Advisory 0.48% Add +91.0% 15,092 $967K
RAM Investment Partners, LLC 0.17% Reduce -0.3% 15,072 $966K
McLean Asset Management Corp 0.17% Add +60.0% 15,027 $963K
Intelligence Driven Advisers, LLC 0.17% Add +8.7% 15,018 $962K
Pacific Sage Partners, LLC 0.15% Reduce -1.4% 14,963 $959K
Anchor Capital Advisors LLC 0.03% Reduce -19.6% 14,947 $958K
Vantage Point Financial LLC 0.34% Reduce -0.9% 14,925 $956K
Elser Financial Planning, Inc 0.05% Add +1.4% 14,863 $952K
Yoder Wealth Management, Inc. 0.43% No change 14,841 $951K
Richard W. Paul & Associates, LLC 0.32% Reduce -5.6% 14,755 $946K
Beckerman Institutional, LLC 0.50% No change 14,748 $945K
Modus Advisors, LLC 0.26% Add +0.2% 14,704 $942K
Crux Wealth Advisors 0.36% Reduce -6.2% 14,688 $941K
Addison Capital Co 0.17% Reduce -81.1% 14,643 $938K
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 0.84% Add +2.2% 14,620 $937K
Bridgewater Advisors Inc. 0.06% Reduce -26.9% 13,244 $935K
Sonoma Private Wealth LLC 1.15% Reduce -2.5% 14,539 $932K
Clearstead Trust, LLC 0.15% Reduce -18.8% 14,537 $932K
Sage Rhino Capital LLC 0.17% Add +0.1% 14,484 $928K
Alaethes Wealth, LLC 0.27% Add +10.6% 14,468 $927K
Granite Bay Wealth Management, LLC 0.20% Add +136.3% 14,431 $925K
Cozad Asset Management Inc. 0.07% Add +77.0% 14,409 $923K
Capital Advantage, Inc. 0.12% No change 14,382 $922K
TriaGen Wealth Management LLC 0.25% No change 14,353 $920K
Annex Advisory Services, LLC 0.02% Add +7.2% 14,316 $917K
TCI Wealth Advisors, Inc. 0.05% Add +3.5% 14,287 $916K
Godfrey Financial Associates, Inc. 0.78% Add +6.5% 14,165 $908K
Urban Financial Advisory Corp 0.32% Add +23.1% 14,153 $907K
Legacy Capital Wealth Partners, LLC 0.19% Reduce -10.0% 14,113 $904K
BigSur Wealth Management LLC 0.25% No change 14,100 $904K
Denver Wealth Management, Inc. 0.31% New 14,046 $900K
Forefront Wealth Partners, LLC 0.38% Add +11.7% 14,020 $898K
Romano Brothers and Company 0.10% Reduce -2.0% 13,977 $896K
Approach Retirement Advisors, LLC 0.74% Add +6.4% 13,964 $895K
Sound Income Strategies, LLC 0.04% Add +11.3% 13,727 $894K
Cornerstone Financial Group, LLC 0.57% Add +7.8% 13,012 $894K
Bay Capital Advisors, LLC 0.55% Reduce -6.1% 13,952 $894K
Causey Wealth LLC 0.38% Add +4.6% 13,899 $891K
Clarendon Private LLC 0.68% Add +0.2% 13,892 $890K
Fort Vancouver Investment Management, LLC 0.45% Reduce -0.0% 13,844 $887K
Redmond Asset Management, LLC 0.24% Add +10.3% 13,831 $886K
Pinnacle Wealth Planning Services, Inc. 0.09% Add +46.5% 13,735 $880K
Tepp RIA, LLC 0.69% Add +29.9% 13,732 $880K
First National Bank of Hutchinson 0.56% No change 13,732 $880K
Boyce & Associates Wealth Consulting, Inc. 0.67% New 13,730 $880K
Waterfront Wealth Inc. 0.16% Reduce -1.9% 13,716 $879K
Independent Wealth Network Inc. 0.26% Add +27.1% 13,715 $879K
J. Derek Lewis & Associates Inc. 0.20% Add +27.6% 13,697 $878K
Argyle Capital Partners, LLC 0.63% Add +29.2% 13,659 $875K
Fortress Financial Group, LLC 0.64% Add +0.0% 13,485 $864K
First Pacific Financial 0.11% Add +75.7% 13,454 $862K
Icon Wealth Advisors, LLC 0.06% Add +36.5% 12,783 $857K
Ethos Financial Group, LLC 0.06% Reduce -54.6% 13,303 $855K
Foster Victor Wealth Advisors, LLC 0.05% Add +188.6% 12,382 $853K
Strategic Advisory Partners, LLC 0.67% Reduce -7.5% 13,304 $853K
Bluespring Wealth Management, LLC 0.07% No change 13,272 $850K
Koesten, Hirschmann & Crabtree, INC. 0.41% No change 13,251 $849K
Apollon Financial, LLC 0.12% Add +2.6% 13,239 $848K
Evernest Financial Advisors, LLC 0.18% Reduce -2.0% 12,461 $848K
Peak Wealth Management LLC 0.70% Add +9.4% 13,232 $848K
BTG Pactual Asset Management US LLC 0.08% New 17,128 $847K
MA Private Wealth 0.14% Reduce -2.4% 13,202 $846K
Richard P Slaughter Associates Inc 0.18% Reduce -6.6% 13,165 $844K
Bluesphere Advisors LLC 0.30% Add +0.3% 13,160 $843K
St. Clair Advisors, LLC 0.22% Add +0.2% 13,071 $838K
Abbot Financial Management, Inc. 0.35% Add +9.2% 13,011 $834K
Resonant Capital Advisors, LLC 0.04% No change 13,000 $833K
American State Bank (Iowa) 0.40% Add +21.9% 12,905 $827K
Eagle Global Advisors LLC 0.03% No change 12,785 $819K
Independence Bank of Kentucky 0.10% Reduce -2.7% 12,775 $819K
Silver Oak Wealth Advisors Services, LLC 0.53% Reduce -1.0% 12,749 $817K
Phillips Financial Management, LLC 0.06% Reduce -18.4% 12,715 $815K
Warren Street Wealth Advisors, LLC 0.21% Reduce -0.8% 12,709 $814K
Elgethun Capital Management 0.13% No change 12,676 $812K
Ritter Daniher Financial Advisory LLC / DE 0.14% Reduce -2.9% 12,672 $812K
Objective Capital Management, LLC 0.82% No change 12,640 $810K
CWS Financial Advisors, LLC 0.21% Add +14.3% 12,640 $810K
Friedenthal Financial 0.41% Reduce -21.2% 12,638 $810K
Wealth Dimensions Group, Ltd. 0.16% Add +1.1% 12,588 $807K
VeraBank, N.A. 0.15% Add +2.6% 12,585 $806K
Viawealth, LLC 0.45% Add +0.3% 12,584 $806K
BetterWealth, LLC 0.16% Add +144.1% 12,579 $806K
Kera Capital Partners, Inc. 0.10% Reduce -3.3% 12,547 $804K
NorthCoast Asset Management LLC 0.02% Add +130.3% 12,536 $803K
Potomac Fund Management Inc. 0.03% Reduce -9.1% 12,498 $801K
Arkos Global Advisors 0.10% Reduce -3.0% 12,488 $800K
W1M Asset Management Ltd 0.01% No change 12,478 $800K
Fayez Sarofim & Co 0.00% No change 12,444 $797K
Round Rock Advisors LLC 0.12% Add +0.0% 12,434 $797K
Matauro, LLC 0.11% Add +283.1% 12,368 $793K
DecisionPoint Financial, LLC 0.17% Reduce -3.4% 12,355 $792K
Opulen Financial Group LLC 0.56% Reduce -0.4% 12,344 $791K
Sachetta, LLC 0.43% Add +4.9% 12,342 $791K
Venturi Wealth Management, LLC 0.04% Reduce -4.2% 12,315 $789K
Outbound Financial Inc 0.59% No change 12,280 $787K
Integrated Wealth Management 0.90% Reduce -2.6% 12,255 $785K
River Wealth Advisors LLC 0.09% Add +0.9% 12,252 $785K
Sankala Group LLC 0.64% Add +0.3% 12,479 $780K
Laffer Tengler Investments, Inc. 0.14% No change 12,142 $778K
Missouri Trust & Investment Co 0.23% Reduce -0.7% 12,126 $777K
Virtue Asset Management LLC 0.63% Add +0.2% 12,105 $776K
Pearl Planning LLC 0.41% Reduce -0.0% 12,077 $774K
LRI Investments, LLC 0.07% Add +702.5% 12,046 $772K
Princeton Global Asset Management LLC 0.13% Add +1.8% 12,044 $772K
Compass Wealth Management LLC 0.19% New 12,022 $770K
Radnor Capital Management, LLC 0.11% No change 12,020 $770K
Integral Investment Advisors, Inc. 0.19% Reduce -3.5% 12,018 $770K
Mondrian Investment Partners LTD 0.01% Reduce -59.9% 11,985 $768K
GEM Asset Management, LLC 0.34% Reduce -5.8% 11,943 $765K
Farmers National Bank 0.17% Reduce -0.4% 11,935 $765K
HTG Investment Advisors, Inc. 0.22% Add +0.5% 11,932 $765K
Beacon Financial Advisory LLC 0.17% Add +18.3% 11,883 $761K
Alpha Financial Advisors, LLC 0.23% Reduce -2.3% 11,880 $761K
Asempa Wealth Advisors 0.66% Add +1.0% 11,684 $761K
Raleigh Capital Management Inc. 0.26% Reduce -12.2% 11,858 $760K
Foguth Wealth Management, LLC. 0.09% Reduce -10.2% 10,563 $758K
Cornerstone Advisors Asset Management, LLC 0.12% Add +20.0% 11,803 $756K
Accurate Wealth Management, LLC 0.09% Reduce -15.1% 11,165 $756K
Requisite Capital Management, LLC 0.14% No change 11,792 $756K
Barnes Dennig Private Wealth Management LLC 0.75% No change 11,757 $753K
Asset Management Group, Inc. 0.12% Reduce -0.2% 11,699 $750K
Lee Danner & Bass Inc. 0.05% No change 11,642 $746K
MeadowBrook Investment Advisors LLC 0.67% Reduce -1.4% 11,640 $746K
Wellspring Financial Advisors, LLC 0.06% Add +0.9% 11,631 $745K
Diversified Management Inc. 0.13% Add +52.0% 11,605 $744K
Spectrum Asset Management, Inc. (NB/CA) 0.24% Reduce -5.7% 11,587 $742K
Dodds Wealth, LLC 0.18% Reduce -0.8% 11,577 $742K
Lam Group, Inc. 0.41% Add +49.8% 11,556 $741K
Twin Peaks Wealth Advisors, LLC 0.19% Add +109.3% 11,528 $739K
National Wealth Management Group, LLC 0.27% Reduce -23.8% 11,479 $736K
Capital Planning LLC 0.24% No change 11,471 $735K
Grandfield & Dodd, LLC 0.04% Add +0.8% 11,442 $733K
Richmond Investment Services, LLC 0.12% Add +13.4% 11,442 $733K
Lloyd Advisory Services, LLC. 0.21% Add +189150.0% 11,355 $728K
Kingdom Financial Group LLC. 0.21% Reduce -2.8% 11,355 $728K
Matters Capital LLC 0.64% New 11,354 $728K
West Michigan Advisors, LLC 0.16% Reduce -3.1% 11,351 $727K
Bedel Financial Consulting, Inc. 0.08% Reduce -0.1% 11,349 $727K
Curtis Advisory Group, LLC 0.16% Reduce -1.3% 11,335 $726K
Heritage Investors Management Corp. 0.02% Reduce -4.2% 11,329 $726K
Selective Wealth Management, Inc. 0.21% Add +3.7% 10,803 $725K
Quantum Financial Advisors, LLC 0.08% Reduce -2.3% 11,303 $724K
Chatham Capital Group, Inc. 0.10% No change 11,260 $722K
CRA Financial Services, LLC 0.09% No change 11,254 $721K
Empirical Asset Management, LLC 0.19% Reduce -0.8% 14,486 $720K
Matisse Capital 0.31% No change 11,228 $719K
SwitchPoint Financial Planning, LLC 0.49% Add +5.9% 11,208 $718K
Center For Asset Management LLC 0.36% Reduce -7.5% 11,193 $717K
MLG Wealth Management DBA Pine Grove Financial Group 0.08% Reduce -6.6% 11,171 $716K
apricus wealth, LLC 0.35% Reduce -6.5% 11,168 $716K
Atlas Brown,Inc. 0.21% Add +10.7% 11,130 $713K
Summit Wealth & Retirement Planning, Inc. 0.17% Reduce -0.0% 11,128 $713K
Valtinson Bruner Financial Planning LLC 0.20% Add +23.2% 11,119 $713K
Oak Wealth Advisors LLC 0.39% Reduce -3.8% 11,108 $712K
Gallagher Fiduciary Advisors, LLC 0.03% Add +5715.7% 12,136,863 $710K
Forza Wealth Management, LLC 0.25% Reduce -0.8% 10,999 $705K
InTrack Investment Management Inc 0.40% Reduce -0.5% 10,987 $704K
GWN Securities Inc. 0.13% Add +6.9% 10,947 $702K
Serenity Investment Advisors 0.33% Reduce -28.2% 9,937 $700K
Denver PWM, LLC 0.24% Reduce -0.3% 9,862 $699K
TrueWealth Advisors, LLC 0.18% Reduce -9.3% 10,873 $697K
Guardian Asset Advisors, LLC 0.41% Reduce -79.6% 10,839 $695K
WNY Asset Management, LLC 0.07% — 10,822 $693K
Cambria Investment Management, L.P. 0.04% Reduce -41.9% 10,772 $690K
Villere St Denis J & Co. LLC 0.08% Reduce -7.3% 10,765 $690K
Hubbell Strickland Wealth Management, LLC 0.27% Add +3.5% 10,755 $689K
Sunbeam Capital Management, LLC 0.39% Add +47.0% 10,736 $688K
Sheridan Capital Management, LLC 0.36% Reduce -10.6% 10,733 $688K
Spinnaker Investment Group, LLC 0.14% Reduce -21.2% 10,669 $684K
Van Den Berg Management I, Inc. 0.16% Reduce -2.3% 10,646 $682K
Darden Wealth Group Inc 0.35% Reduce -15.0% 10,642 $682K
Archer Investment Management, LLC 0.29% Add +21.7% 10,575 $678K
Guardian Financial Partners, LLC 0.29% Reduce -9.5% 10,566 $677K
River's Edge Wealth Management, LLC 0.63% Reduce -2.2% 9,885 $674K
MJT & Associates Financial Advisory Group, Inc. 0.49% Reduce -3.1% 10,508 $673K
SKY-Mountain Capital Management, Inc. 0.48% Add +2.1% 10,481 $672K
My Personal CFO, LLC 0.29% Reduce -30.4% 10,476 $671K
Sherman Asset Management, Inc. 0.62% Reduce -5.9% 10,465 $671K
Latitude Advisors, LLC 0.31% Add +1.8% 10,431 $668K
Heritage Wealth Advisors 0.03% Reduce -0.2% 10,412 $667K
Beacon Bank & Trust 0.14% Add +22.3% 10,393 $666K
Shakespeare Wealth Management, LLC 0.16% No change 10,343 $663K
W Advisors, LLC 0.34% Reduce -34.9% 10,342 $663K
Trust Point Inc. 0.06% New 10,288 $659K
Sierra Ocean, LLC 0.54% No change 10,263 $658K
Keating Financial Advisory Services, Inc. 0.11% Reduce -7.2% 10,248 $657K
Foster Dykema Cabot & Partners, LLC 0.04% Reduce -0.2% 10,237 $656K
Hobbs Group Advisors, LLC 0.20% Add +148.2% 10,234 $656K
Impact Partnership Wealth, LLC 0.08% Add +12.9% 10,224 $655K
Vigilare Wealth Management 0.22% Reduce -28.5% 10,222 $655K
WealthPlan Investment Management, LLC 0.04% Add +133.3% 10,219 $655K
Compass Financial Group, INC 0.09% Add +61.2% 10,215 $655K
Citrine Capital LLC 0.28% Add +24.4% 10,182 $652K
Ledyard National Bank 0.06% Reduce -10.6% 10,148 $650K
Rooted Wealth Advisors, Inc. 0.17% Add +3.6% 9,377 $650K
Zions Bancorporation, National Association 0.04% No change 10,104 $647K
MBL Wealth, LLC 0.05% Add +16.9% 10,034 $643K
Vicus Capital 0.05% Add +0.6% 10,000 $641K
Louisbourg Investments Inc. 0.12% No change 10,000 $641K
IPG Investment Advisors LLC 0.11% No change 9,965 $639K
TL Private Wealth 0.25% Add +0.2% 9,412 $638K
Nixon Peabody Trust Co. 0.05% Add +175.8% 9,927 $636K
Carnegie Investment Counsel 0.01% Reduce -9.6% 9,901 $634K
NWF Advisory Services Inc. 0.07% Add +1.4% 9,888 $634K
NorthCrest Asset Manangement, LLC 0.02% Reduce -26.3% 9,792 $633K
HBW Advisory Services LLC 0.07% Add +10.6% 9,874 $633K
Cherry Creek Investment Advisors, Inc. 0.27% Add +1.6% 9,836 $630K
Alexander Randolph Advisory, Inc. 0.54% Add +2.3% 9,800 $628K
Peak Asset Management, LLC 0.11% Add +0.5% 9,782 $627K
North Berkeley Wealth Management, LLC 0.33% Reduce -4.7% 9,714 $622K
Lincoln Capital LLC 0.12% Reduce -1.2% 9,747 $622K
Burney Co./ 0.02% Add +7.4% 9,697 $621K
Harvest Investment Services, LLC 0.11% Add +19.6% 9,692 $621K
COFG Advisors, LLC 0.15% Add +19.9% 9,643 $618K
Clark Capital Management Group, Inc. 0.00% Add +117.1% 9,621 $617K
Focused Wealth Management, Inc 0.06% New 9,597 $615K
GW&K Investment Management, LLC 0.01% Add +1.5% 9,568 $613K
Frontier Asset Management, LLC 0.13% Reduce -12.7% 9,549 $612K
Alteri Wealth LLC 0.20% Add +1.1% 9,542 $611K
B & T Capital Management DBA Alpha Capital Management 0.09% Add +8.1% 9,524 $610K
Howard Financial Services, LTD. 0.07% New 9,517 $610K
KPP Advisory Services LLC 0.09% Add +13.1% 9,489 $608K
PCG Wealth Advisors, LLC 0.15% Add +3.1% 9,488 $608K
LCNB Corp. 0.20% No change 9,478 $607K
Key Client Fiduciary Advisors, LLC 0.21% Add +8.2% 9,449 $605K
Alta Wealth Advisors LLC 0.20% Add +44.4% 9,406 $603K
Altiora Financial Group, LLC 0.10% New 9,400 $602K
Wimmer Associates 1, LLC 0.29% Add +5.6% 9,390 $602K
Holistic Financial Partners 0.22% Reduce -7.1% 9,385 $601K
Advisortrust Partners, LLC 0.25% New 9,363 $600K
Private Wealth Group, LLC 0.28% No change 9,356 $600K
Great Point Wealth Advisors, LLC 0.11% Reduce -4.7% 9,342 $599K
Toth Financial Advisory Corp. 0.07% Add +155.0% 9,337 $598K
Stage Harbor Financial, LLC 0.40% No change 9,328 $598K
Pasadena Private Wealth, LLC 0.08% Add +0.8% 9,327 $598K
Insight Advisors, LLC/ PA 0.11% Add +0.4% 9,298 $596K
High Probability Advisors, LLC 0.08% No change 9,286 $595K
Mustard Seed Financial, LLC 0.36% Reduce -5.0% 9,284 $595K
GM Advisory Group, LLC 0.02% Add +27.9% 9,282 $595K
Altar Rock LLC 0.69% No change 9,210 $590K
Hollencrest Capital Management 0.02% Add +29.1% 9,189 $589K
Impact Capital Partners LLC 0.18% Add +54.7% 9,169 $588K
OMNI 360 Wealth, Inc. 0.30% Add +0.1% 9,164 $587K
Webster Bank, N. A. 0.06% No change 9,146 $586K
Onyx Bridge Wealth Group LLC 0.06% Add +7.6% 9,143 $586K
Providence Capital Advisors, LLC 0.10% Add +57.8% 9,094 $583K
ABLE Financial Group, LLC 0.11% No change 9,091 $583K
Michels Family Financial, LLC 0.42% Reduce -0.8% 9,073 $581K
KKM Financial LLC 0.10% No change 9,301 $581K
Cordatus Wealth Management LLC 0.14% Reduce -9.2% 9,057 $580K
SeaBridge Investment Advisors LLC 0.10% No change 8,959 $574K
Patten Group, Inc. 0.10% Add +4.5% 8,942 $573K
First Foundation Advisors 0.02% No change 8,935 $573K
First Interstate Bank 0.03% Reduce -0.7% 8,910 $571K
BWM Planning, LLC 0.15% No change 8,867 $568K
Northland Securities, Inc. 0.54% Reduce -2.3% 8,830 $566K
Ascentis Wealth Management, LLC 0.12% Add +243.3% 8,822 $565K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 8,847 $565K
Bright Futures Wealth Management, LLC. 0.38% Add +29.6% 8,749 $561K
Rothschild Investment LLC 0.03% Add +4.8% 8,724 $559K
Trellis Wealth Advisors LLC 0.21% New 8,715 $558K
Wealth Alliance, LLC 0.06% Reduce -11.5% 8,705 $558K
Ares Financial Consulting, LLC 0.44% Add +0.0% 8,540 $556K
Detalus Advisors, LLC 0.13% Add +9.9% 8,673 $556K
5th Street Advisors, LLC 0.24% No change 8,651 $554K
Mascagni Wealth Management, Inc. 0.39% Add +19.2% 8,618 $552K
Money Concepts Capital Corp. 0.03% Add +15.5% 8,605 $551K
Harbour Investment Management LLC 0.30% No change 8,544 $548K
Fourpath Capital Management, LLC 0.08% No change 8,535 $547K
Moss Adams Wealth Advisors LLC 0.04% Add +1.4% 8,519 $546K
Welch Group, LLC 0.02% No change 8,513 $546K
SVRN Asset Management, LLC 0.53% No change 8,500 $545K
Gibson Capital, LLC 0.10% Add +0.3% 8,497 $544K
Cornerstone Wealth Group, LLC 0.04% Add +78.7% 8,007 $543K
HHM Wealth Advisors, LLC 0.06% Reduce -0.5% 8,455 $542K
Torrey Growth & Income Advisors 0.23% Add +78.8% 10,210 $542K
PGIM Custom Harvest LLC 0.01% New 8,446 $541K
Retirement Income Solutions, Inc. 0.09% No change 8,436 $541K
Financial Alternatives, Inc 0.29% Add +0.0% 8,424 $540K
Oak Family Advisors, LLC 0.17% Add +105.6% 8,419 $539K
Bensler, LLC 0.06% Add +59.5% 8,383 $537K
Wealth Management Nebraska 0.05% Add +0.4% 8,358 $536K
Pettyjohn, Wood & White, Inc. 0.09% No change 8,357 $536K
Piscataqua Savings Bank 0.37% Reduce -13.5% 8,320 $533K
Next Level Private LLC 0.12% Add +0.5% 8,309 $532K
Breachway Investments LLC 0.51% No change 8,142 $530K
Global Wealth Strategies & Associates 0.13% Add +9.4% 8,268 $530K
Anchor Investment Management, LLC 0.04% Add +1.8% 8,240 $528K
Diversify Advisory Services, LLC 0.08% Reduce -94.6% 7,866 $528K
Briggs Wealth Management, Inc 0.56% Add +0.2% 8,207 $526K
Harbor Group, Inc. 0.08% Add +8.7% 8,199 $525K
Ruedi Wealth Management, Inc. 0.14% Reduce -10.4% 8,191 $525K
Werba Rubin Papier Wealth Management 0.07% Add +0.0% 8,190 $525K
Element Wealth, LLC 0.22% Reduce -1.0% 8,177 $524K
Cassaday & Co Wealth Management LLC 0.01% New 8,176 $524K
Columbia River Financial Group, LLC 0.30% Add +14.7% 8,167 $523K
Petersen Hastings Wealth Advisors Inc. 0.05% Add +3.6% 8,150 $522K
Atlas Capital Advisors Inc. 0.06% Add +23.2% 8,149 $522K
Lifeworks Advisors, LLC 0.07% Add +14.5% 8,119 $520K
Alliance Wealth Advisors, LLC 0.25% Reduce -0.7% 8,112 $520K
Calamos Wealth Management LLC 0.02% Add +11.4% 8,109 $520K
Calamos Advisors LLC 0.00% New 8,109 $520K
SkyOak Wealth, LLC 0.09% No change 8,090 $518K
Seneschal Advisors, LLC 0.38% Reduce -5.0% 8,089 $518K
Landaas & Co. /Wi 0.11% Add +33.0% 8,071 $517K
Freedom Investment Management, Inc. 0.15% Reduce -33.8% 8,060 $516K
Coastal Bridge Advisors, LLC 0.04% Add +5.0% 8,041 $515K
Community Bank of Raymore 0.34% Reduce -13.9% 8,030 $515K
Toronto Dominion Bank 0.00% New 8,000 $513K
TBH Global Asset Management, LLC 0.10% Reduce -6.0% 7,996 $512K
Traynor Capital Management, Inc. 0.03% Add +2.8% 8,246 $511K
Strategic Financial Partners, Ltd. 0.22% No change 7,971 $511K
LifeGoal Investments, LLC 0.29% Add +7.9% 7,814 $509K
Moody LYNN Lieberson & Walker, LLC 0.03% Add +1.4% 7,942 $509K
First National Bank & Trust Co. of Newtown 0.11% Reduce -44.6% 7,940 $509K
E-Wealth Partners, LLC 0.41% Reduce -2.8% 7,930 $508K
Allegheny Financial Group 0.07% Reduce -3.1% 7,917 $507K
First United Bank & Trust 0.16% Reduce -1.3% 7,915 $507K
GFS Advisors, LLC 0.03% Reduce -3.1% 7,909 $507K
Greenwood Capital Associates LLC 0.06% No change 7,879 $505K
Sentinel Advisory Group, LLC 0.25% — 7,850 $503K
Westfuller Advisors, LLC 0.22% Add +16.7% 7,849 $503K
Retirement Guys Formula LLC 0.23% Reduce -0.1% 8,975 $502K
Vigil Wealth Management, LLC 0.41% Reduce -3.3% 7,823 $501K
Financial Management Network Inc. 0.08% Add +0.4% 7,409 $501K
Miller Capital Partners, Inc. 0.24% Add +4.2% 7,789 $499K
Aspiring Ventures, LLC 0.17% Add +21.9% 7,764 $498K
Fortitude Advisory Group L.L.C. 0.22% Add +2.9% 7,730 $495K
Rare Wolf Capital LLC 0.32% No change 7,718 $495K
Iowa State Bank 0.09% Add +2.4% 7,693 $493K
Rathbones Group PLC 0.00% No change 7,681 $492K
Mountain Capital Investment Advisors Inc. 0.07% Reduce -53.3% 7,213 $491K
21 West Wealth Management LLC 0.46% Reduce -0.4% 7,661 $491K
Town Capital LLC 0.40% Reduce -34.2% 7,657 $491K
Northstar Advisory Group, LLC 0.19% Reduce -2.5% 7,644 $490K
SC&H Financial Advisors, Inc. 0.07% Add +0.1% 7,630 $489K
Kendall Capital Management 0.10% Reduce -7.8% 7,615 $488K
Segment Wealth Management, LLC 0.03% Reduce -27.3% 7,610 $488K
Parkwoods Wealth Partners, LLC 0.12% Add +4.6% 7,549 $484K
Asset One Wealth Management LLC 0.05% Add +102.6% 7,116 $483K
TFB Advisors LLC 0.25% Reduce -62.5% 7,526 $482K
Astoria Portfolio Advisors LLC. 0.10% Add +7.4% 7,080 $482K
Quantum Financial Planning Services, Inc. 0.17% No change 7,515 $482K
Garden State Investment Advisory Services LLC 0.12% Reduce -12.8% 7,505 $481K
Meramec Financial Planners, LLC 0.19% Reduce -21.1% 6,936 $481K
Balyasny Asset Management L.P. 0.00% New 7,500 $481K
Watchman Group, Inc. 0.12% No change 7,458 $478K
Wealth Advisors of Iowa, LLC 0.15% Add +1.2% 7,438 $477K
Fell Capital Management 0.45% No change 7,438 $477K
Thompson Davis & Co., Inc. 0.32% Add +57.2% 7,434 $476K
Howe & Rusling Inc. 0.03% Reduce -1.9% 7,432 $476K
B&D White Capital Company, LLC 0.06% Reduce -24.5% 7,429 $476K
AssuredPartners Investment Advisors, LLC 0.05% Add +2.7% 7,282 $474K
Trivium Point Advisory, LLC 0.09% New 7,395 $474K
BCM Advisors, LLC 0.09% Add +15.8% 6,968 $473K
Gradient Investments LLC 0.01% Add +38.3% 7,343 $471K
Occidental Asset Management, LLC 0.06% Add +1.1% 7,333 $470K
Collaborative Wealth Managment Inc. 0.22% Reduce -13.8% 7,321 $469K
Coordinated Financial Services, Inc. 0.27% Reduce -15.8% 7,281 $467K
Planned Solutions, Inc. 0.15% Reduce -36.0% 7,255 $465K
J.M. Arbour, LLC 0.45% Add +8.8% 7,249 $465K
PUREfi Wealth, LLC 0.30% Add +62.3% 7,212 $462K
Private Client Services, LLC 0.14% Add +4.7% 7,198 $461K
Physician Wealth Advisors, Inc. 0.06% Add +0.1% 7,176 $460K
Stonebridge Financial Group, LLC 0.04% Add +0.4% 7,155 $458K
Austin Asset Management Co Inc 0.08% No change 7,133 $457K
Lakeridge Wealth Management LLC 0.20% Add +5.0% 7,128 $457K
Eagle Wealth Strategies LLC 0.20% New 7,117 $456K
Heritage Wealth Management, Inc. 0.25% No change 7,105 $455K
Custos Family Office, LLC 0.32% Add +0.1% 7,092 $454K
Yoffe Investment Management, LLC 0.58% No change 7,089 $454K
Tme Financial, Inc. 0.31% Reduce -0.7% 7,084 $454K
Voisard Asset Management Group, Inc. 0.10% Reduce -4.4% 7,079 $454K
Westover Capital Advisors, LLC 0.08% Reduce -2.3% 7,067 $453K
Nvest Financial, LLC 0.17% Reduce -8.9% 7,066 $453K
Torrey-Payne Wealth Management, LLC 0.41% Reduce -13.0% 7,049 $452K
Capstone Financial Advisors, Inc. 0.02% Reduce -23.9% 7,045 $451K
Synergy Investment Management, LLC 0.15% Add +1.1% 7,036 $451K
CIBC Asset Management Inc 0.00% Reduce -1.1% 7,030 $450K
WJ Financial Advisors LLC 0.36% Add +60.2% 7,005 $449K
LaSalle St. Investment Advisors, LLC 0.06% Add +0.2% 6,968 $447K
Sunpointe, LLC 0.15% Reduce -1.9% 6,951 $445K
Kelly Financial Services LLC 0.11% Reduce -22.0% 6,936 $444K
Chris Bulman Inc 0.19% Add +4.4% 6,935 $444K
Scratch Capital LLC 0.25% Reduce -7.9% 6,930 $444K
Mainsail Asset Management, LLC 0.20% Add +7.1% 6,916 $443K
Stanich Group LLC 0.34% Reduce -2.2% 6,910 $443K
D.B. Root & Company, LLC 0.11% New 6,909 $443K
Braun-Bostich & Associates Inc. 0.28% Reduce -35.2% 6,875 $441K
BCS Wealth Management 0.09% Reduce -50.0% 6,870 $440K
Inspire Advisors, LLC 0.04% Reduce -12.2% 6,841 $438K
Seelaus Asset Management LLC 0.32% Add +50.9% 6,838 $438K
Colter Lewis Investment Partners LLC 0.41% New 6,805 $436K
Greenwich Wealth Management LLC 0.02% Add +39.9% 6,797 $436K
Coquina Private Wealth LLC 0.35% Add +23.9% 6,785 $435K
Keyes, Stange & Wooten Wealth Management, LLC 0.19% Reduce -4.9% 6,769 $434K
Hidden Cove Wealth Management, LLC 0.28% Reduce -6.0% 6,740 $432K
Ellsworth Advisors, LLC 0.08% Add +0.2% 6,740 $432K
Provenance Wealth Advisors, LLC 0.05% No change 6,728 $431K
Clark Financial Services Group Inc. 0.24% Reduce -2.9% 6,727 $431K
HBE Wealth Management, LLC 0.38% No change 6,724 $431K
Virtue Capital Management, LLC 0.07% Reduce -2.2% 6,931 $430K
Ethic Inc. 0.01% New 6,705 $430K
CM Wealth Advisors LLC 0.09% No change 6,698 $429K
Hibernia Wealth Partners, LLC 0.13% No change 6,682 $428K
SWP Financial LLC 0.22% Add +4.7% 6,658 $427K
ATLas Financial Planning LLC 0.38% Add +2.9% 6,638 $425K
Newman Dignan & Sheerar, Inc. 0.09% No change 6,617 $424K
Legacies Wealth LLC 0.27% No change 6,603 $423K
Monarch Capital Management Inc. 0.10% Add +1.5% 6,598 $423K
Flagstone Financial Management 0.10% Add +83.2% 6,586 $422K
JDH Wealth Management, LLC 0.28% No change 6,583 $422K
First Business Financial Services, Inc. 0.04% Add +2.0% 6,562 $420K
Donaldson Capital Management, LLC 0.01% Reduce -0.0% 6,556 $420K
Able Wealth Management LLC 0.11% Reduce -9.1% 6,554 $420K
Arcadia Wealth Management, Inc. 0.23% No change 6,551 $420K
Amplius Wealth Advisors, LLC 0.04% Add +8.7% 6,544 $419K
Guidance Point Advisors, LLC 0.10% Add +0.7% 6,533 $419K
Mine & Arao Wealth Creation & Management, LLC. 0.18% Add +0.1% 6,526 $418K
Caitlin John, LLC 0.25% Reduce -19.8% 6,526 $418K
Stone House Investment Management, LLC 0.07% Reduce -11.9% 6,526 $418K
Dagco, Inc. 0.09% Add +12419.2% 6,510 $417K
Harbor Investment Advisory, LLC 0.03% Add +11.2% 6,508 $417K
Conquis Financial LLC 0.35% Reduce -4.8% 6,159 $417K
Colonial River Investments, LLC 0.15% Reduce -4.5% 6,500 $417K
Financial Discovery Group Inc. 0.97% — 6,476 $415K
O'Connor Financial Group LLC 0.17% Reduce -0.3% 6,454 $414K
Prodigy Asset Management LLC 0.14% No change 6,433 $412K
Cornerstone Financial Management LLC 0.38% Add +925.6% 6,410 $411K
First Financial Group Corp 0.34% No change 6,409 $411K
Cura Wealth Advisors, LLC 0.18% Add +16.2% 6,386 $409K
Lauterbach Financial Advisors, LLC 0.20% Add +37.7% 6,377 $409K
Advisory Advocates, LLC 0.42% No change 6,359 $408K
Market Street Wealth Management Advisors LLC 0.06% No change 6,356 $407K
Whalen Wealth Management Inc. 0.22% Reduce -12.9% 6,355 $407K
Huntleigh Advisors, Inc. 0.07% Add +3.7% 6,348 $407K
Schorn Wealth LLC 0.12% Reduce -2.0% 6,346 $407K
Noesis Capital Mangement Corp. 0.06% Add +2.9% 6,343 $406K
Patton Albertson Miller Group, LLC 0.05% No change 6,340 $406K
Fortis Capital Management LLC 0.05% Reduce -21.0% 6,339 $406K
M1 Capital Management LLC 0.19% Reduce -6.0% 6,318 $405K
Legacy Advisors, LLC 0.05% Reduce -1.6% 6,312 $404K
Ballast Rock Private Wealth LLC 0.22% Add +0.2% 6,310 $404K
Petix & Botte Co 0.18% Reduce -51.2% 6,290 $403K
Liberty Atlantic Advisors LLC 0.34% Reduce -8.8% 6,283 $403K
Oak Harvest Investment Services 0.04% Reduce -24.4% 6,281 $403K
Sterling Investment Advisors LLC 0.19% Add +0.4% 6,254 $401K
Everest Private Wealth 0.20% Add +0.6% 6,224 $399K
ARK & TLK Investments, LLC 0.11% No change 6,221 $399K
Morangie Management LLC 0.37% No change 6,217 $398K
Tradewinds, LLC. 0.13% Add +0.5% 5,767 $396K
Portland Financial Advisors Inc 0.82% Add +11.2% 6,182 $396K
Synergy Financial Group, LTD 0.30% New 6,157 $395K
S&co Inc. 0.02% No change 6,150 $394K
First Nebraska Trust Co 0.04% Add +33.5% 6,134 $393K
Atwater Malick LLC 0.11% No change 6,121 $392K
One Wealth Capital Management, LLC 0.17% Add +1.5% 5,781 $392K
Continental Investors Services, Inc. 0.37% New 5,538 $391K
American National Bank of Texas 0.37% Reduce -14.1% 6,087 $390K
Vestia Personal Wealth Advisors 0.18% Add +4.0% 6,079 $390K
Front Row Advisors LLC 0.13% Add +17.8% 6,075 $389K
Forbes J M & Co. LLP 0.03% New 6,060 $388K
Persium Advisors, LLC 0.31% No change 6,057 $388K
SlateStone Wealth, LLC 0.03% No change 6,053 $388K
Focused Alpha, LLC 0.12% Add +1.8% 6,039 $387K
Lafayette Investments, Inc. 0.08% Reduce -7.0% 6,025 $386K
Nicholas Wealth, LLC. 0.27% New 6,022 $386K
Advance Capital Management, Inc. 0.01% Reduce -4.0% 5,999 $384K
Evolution Wealth Management Inc. 0.28% Add +0.3% 5,981 $383K
Morton Capital Management LLC 0.06% Add +26.0% 5,975 $383K
Sit Investment Associates Inc. 0.01% No change 5,955 $382K
Jaffetilchin Investment Partners, LLC 0.02% Add +0.1% 5,960 $382K
Emerald Advisors, LLC 0.05% Reduce -12.0% 5,958 $382K
Concorde Asset Management, LLC 0.19% Reduce -21.6% 5,950 $381K
Wealth Group Ltd 0.09% Add +2.6% 5,916 $379K
Sun Group Wealth Partners 0.30% New 5,915 $379K
Haven Private, LLC 0.16% Reduce -23.4% 5,903 $378K
Hexagon Capital Partners LLC 0.06% New 5,898 $378K
Base Wealth Management LLC 0.21% No change 5,885 $377K
McElhenny Sheffield Capital Management, LLC 0.09% Add +64.8% 5,884 $377K
J2 Capital Management Inc 0.26% Add +31.4% 5,880 $377K
Penobscot Investment Management Company, Inc. 0.03% No change 5,876 $377K
Legacy Wealth Managment, LLC 0.19% Add +77.0% 5,871 $376K
Liberty Square Wealth Partners LLC 0.10% Reduce -19.7% 5,862 $376K
Melfa Wealth Management, Inc. 0.21% Add +0.5% 5,844 $374K
Lee, Kelleher & Klein Wealth Management 0.22% Add +1.8% 5,842 $374K
Xxi Wealth, LLC 0.21% New 5,833 $374K
Ti-Trust, Inc. 0.22% Reduce -0.6% 5,819 $373K
Pioneer Family Office, LLC 0.26% No change 5,814 $373K
American National Bank & Trust 0.04% Reduce -1.7% 5,811 $372K
Convergence Financial, LLC 0.04% New 5,806 $372K
Edgestream Partners, L.P. 0.01% Reduce -60.5% 5,805 $372K
Tull Financial Group, Inc. 0.17% Reduce -3.2% 5,798 $372K
Prudent Investors Network, Inc. 0.08% Add +1.5% 5,777 $370K
Westbourne Investments, Inc. 0.18% No change 5,776 $370K
Cpwa, LLC 0.44% — 5,225 $370K
Canopy Partners, LLC 0.13% No change 5,768 $370K
Elevation Wealth Management LLC 0.34% Reduce -36.6% 5,764 $369K
Bravias Capital Group, LLC 0.24% Add +20.4% 5,756 $369K
AA Financial Advisors, LLC 0.05% Reduce -30.6% 5,748 $368K
Cornerstone Advisory, LLC 0.03% Add +3.2% 5,735 $368K
Robinswood Financial LLC 0.11% Add +22.0% 5,683 $364K
Yardley Wealth Management LLC 0.19% Reduce -1.6% 5,681 $364K
Shore Point Advisors, LLC 0.14% Reduce -0.3% 5,676 $364K
Tribridge Partners Financial LLC 0.15% Reduce -4.3% 5,608 $363K
Austin Wealth Management, LLC 0.08% Reduce -83.6% 5,566 $362K
Sunbelt Securities, Inc. 0.02% Reduce -4.8% 5,641 $361K
Fourth Dimension Wealth, LLC 0.14% Reduce -51.7% 5,637 $361K
Truvestments Capital LLC 0.07% Add +0.1% 5,636 $361K
Bfsg, LLC 0.03% Reduce -0.0% 5,618 $360K
OFS Enterprise LLC 0.11% — 5,609 $359K
Community Bank & Trust, Waco, Texas 0.07% No change 5,597 $359K
EFG International AG 0.01% Add +1.8% 5,596 $359K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.15% Add +528.3% 5,567 $357K
CVFG LLC 0.04% New 5,539 $355K
Leelyn Smith, LLC 0.05% Add +5.6% 5,535 $355K
Chicago Capital, LLC 0.01% Reduce -4.0% 5,529 $354K
Van Diest Capital, LLC 0.28% Reduce -24.3% 5,503 $353K
Ibex Wealth Advisors 0.03% New 5,501 $353K
Disciplined Investments, LLC 0.13% Add +3.6% 5,483 $351K
Aspen Wealth Strategies, LLC 0.19% Add +7.7% 5,482 $351K
Weatherly Asset Management L. P. 0.03% No change 5,472 $351K
Tucker Asset Management LLC 0.10% Add +255.3% 5,468 $350K
Pin Oak Investment Advisors Inc. 0.25% Reduce -1.9% 5,454 $349K
JSF Financial, LLC 0.07% Reduce -3.0% 5,440 $349K
Bank Ozk 0.12% Reduce -10.5% 5,436 $348K
Foundry Financial LLC 0.15% Add +42.6% 5,428 $348K
Westbourne Investment Advisors, Inc. 0.10% No change 5,423 $348K
Alpha Omega Wealth Management LLC 0.06% No change 5,406 $346K
Brown Miller Wealth Management, LLC 0.10% No change 5,396 $346K
Satovsky Asset Management LLC 0.06% Add +11.1% 5,384 $345K
Colorado Capital Management, Inc. 0.13% Add +7.2% 5,387 $345K
Florida Financial Advisors, LLC 0.08% New 5,382 $345K
Caldwell Sutter Capital, Inc. 0.14% Add +3.6% 5,377 $345K
Vickerman Investment Advisors, Inc. 0.07% Reduce -1.2% 5,353 $343K
First Financial Bank - Trust Division 0.03% No change 5,322 $341K
Foster & Motley Inc. 0.02% Add +7.7% 5,319 $341K
Elevate Capital Advisors, LLC 0.22% Add +13.8% 5,318 $341K
Two West Capital Advisors LLC 0.18% Add +17.1% 5,066 $340K
Coastwise Capital Group, LLC 0.19% Add +0.0% 5,302 $340K
Atlantic Private Wealth, LLC 0.22% No change 5,289 $339K
Cascade Investment Group, Inc. 0.22% Add +13.9% 5,288 $339K
Cedarwood Wealth LLC 0.34% Add +0.1% 5,285 $339K
McGlone Suttner Wealth Management, Inc. 0.04% Add +0.1% 5,265 $337K
True Link Financial Advisors, LLC 0.02% Add +1.0% 5,248 $336K
Awm Capital, LLC 0.03% Add +0.2% 5,234 $335K
FourThought Financial Partners, LLC 0.03% Add +19.9% 5,228 $335K
Sterling Investment Advisors, Ltd. 0.06% Add +0.1% 5,201 $333K
Aft, Forsyth & Company, Inc. 0.16% No change 5,200 $333K
BlueChip Wealth Advisors LLC 0.15% Add +19.5% 5,187 $332K
Equitable Trust Co. 0.02% No change 5,182 $332K
Greenup Street Wealth Management LLC 0.05% Add +41.8% 5,179 $332K
Intrua Financial, LLC 0.04% Reduce -13.3% 5,176 $332K
Strategic Wealth Partners, Ltd. 0.02% Add +53.6% 5,175 $332K
Capital Investment Counsel, LLC 0.05% Add +4.5% 5,160 $331K
Insight Wealth Strategies, LLC 0.04% Add +13.3% 5,152 $330K
BlueStem Wealth Partners, LLC 0.04% Add +0.1% 5,144 $330K
Arwa LLC 0.16% Add +28.5% 4,859 $328K
Longview Financial Advisors LLC 0.18% No change 5,118 $328K
Henrickson Nauta Wealth Advisors, Inc. 0.09% Reduce -50.0% 5,115 $328K
Robinhood Asset Management, LLC 0.02% Reduce -48.3% 5,115 $328K
Winebrenner Capital Management LLC 0.21% Reduce -4.7% 5,114 $328K
Invenio Wealth Partners LLC 0.13% No change 5,113 $328K
Schmidt P J Investment Management Inc. 0.05% Reduce -1.9% 5,068 $325K
HSBC Holdings PLC 0.00% New 5,068 $325K
jvl associates llc 0.11% No change 5,064 $324K
Klaas Financial Asset Advisors, LLC 0.04% Add +3.9% 5,042 $323K
Meridian Wealth Partners, LLC 0.04% No change 5,040 $323K
F/m Investments LLC 0.02% Reduce -98.6% 5,009 $322K
Aristotle Capital Management, LLC 0.00% Reduce -70.7% 5,027 $322K
MKT Advisors LLC 0.11% No change 4,941 $322K
Northwest Quadrant Wealth Management, LLC 0.07% Add +0.2% 5,011 $321K
Hantz Financial Services, Inc. 0.00% Add +59.9% 5,002 $321K
Bourgeon Capital Management LLC 0.06% New 5,002 $321K
Corient IA LP 0.30% New 5,000 $320K
Gilpin Wealth Management, LLC 0.25% No change 5,000 $320K
Harrington Investments, INC 0.17% No change 5,000 $320K
Sharper & Granite LLC 0.11% Reduce -0.1% 4,990 $320K
OneAscent Wealth Management LLC 0.11% Reduce -23.7% 4,979 $319K
Great Waters Wealth Management 0.03% Add +0.7% 4,964 $318K
OneAscent Family Office, LLC 0.22% New 4,962 $318K
Signature Resources Capital Management, LLC 0.15% Add +14.0% 4,962 $318K
Magnolia Private Wealth, LLC 0.21% No change 4,951 $317K
Black Swift Group, LLC 0.06% No change 4,926 $316K
Glen Eagle Advisors, LLC 0.04% Add +9.3% 4,879 $313K
Brightwater Advisory LLC 0.21% No change 4,870 $312K
Octavia Wealth Advisors, LLC 0.03% New 4,864 $312K
Bridgewealth Advisory Group, LLC 0.06% Add +1.1% 4,859 $311K
TSG Advice Partners, LLC 0.05% Reduce -0.3% 4,853 $311K
Wagner Wealth Management, LLC 0.06% Add +1.8% 4,841 $310K
High Net Worth Advisory Group LLC 0.07% Add +3.5% 4,832 $310K
Cardinal Point Capital Management ULC 0.02% Reduce -16.4% 4,827 $309K
Mason Investment Advisory Services, Inc. 0.01% Add +0.2% 4,823 $309K
SageGuard Financial Group, LLC 0.05% Reduce -11.8% 4,800 $308K
Security National Bank 0.04% Add +2.5% 4,800 $308K
Aaron Wealth Advisors LLC 0.02% Reduce -40.1% 4,798 $307K
Livet Wealth, LLC 0.20% Add +1.1% 4,787 $307K
Slagle Financial, LLC 0.10% Add +22.3% 4,764 $305K
Secure Asset Management, LLC 0.05% New 4,726 $303K
Canandaigua National Trust Co of Florida 0.24% No change 4,722 $303K
Gerber, LLC 0.17% No change 4,710 $302K
DHJJ Financial Advisors, Ltd. 0.10% Reduce -3.1% 4,700 $301K
Winnacle Wealth LLC 0.23% Add +343.2% 4,698 $301K
Raab & Moskowitz Asset Management LLC 0.07% Add +12.4% 4,675 $300K
Evensky & Katz LLC 0.02% Add +56.1% 4,643 $298K
Investmark Advisory Group LLC 0.13% Add +0.1% 4,643 $298K
Intelligent Financial Strategies 0.15% Reduce -2.0% 4,621 $296K
Snider Financial Group 0.09% Reduce -37.4% 4,613 $296K
Hardworking Capital Advisors, LLC 0.28% No change 4,611 $295K
Jackson Thornton Wealth Management, LLC 0.03% No change 4,347 $294K
ZWJ Investment Counsel Inc. 0.01% New 4,590 $294K
Frisch Financial Group, Inc. 0.06% Add +6.7% 4,582 $294K
Clarity Wealth Advisors, LLC 0.06% Add +3.8% 4,581 $294K
Delos Wealth Advisors, LLC 0.17% New 4,571 $293K
Columbia Bank 0.08% Add +4.3% 4,567 $293K
Centric Wealth Management 0.06% No change 4,308 $293K
Steelhead Wealth Management LLC 0.15% — 4,568 $292K
Fjell Capital, LLC 0.22% No change 4,535 $291K
Meridian Financial Advisors, LLC 0.16% No change 4,524 $290K
GDS Wealth Management 0.02% Add +6.6% 4,517 $289K
Community Bank, N.A. 0.03% Reduce -15.9% 4,515 $289K
Crews Bank & Trust 0.04% Add +41.1% 4,507 $289K
Uniting Wealth Partners, LLC 0.06% Reduce -0.8% 4,497 $288K
Veracity Capital LLC 0.10% Add +3.5% 4,496 $288K
Baldwin Investment Management, LLC 0.03% Add +0.0% 4,493 $288K
Henderson Brothers Financial Partners, LLC 0.07% — 4,488 $288K
Bernardo Wealth Planning LLC 0.06% Add +0.1% 4,473 $287K
WealthCollab, LLC 0.12% Reduce -26.4% 4,470 $286K
Angeles Investment Advisors, LLC 0.02% New 4,468 $286K
WealthTrust Axiom LLC 0.07% Add +0.9% 4,438 $284K
Index Fund Advisors, Inc. 0.01% Reduce -29.7% 4,434 $284K
IMC-Chicago, LLC 0.00% New 4,429 $284K
Caerus Investment Advisors, LLC 0.12% Reduce -6.4% 4,428 $284K
Truefg, LLC 0.08% Add +0.1% 4,419 $283K
Caliber Wealth Management, LLC / KS 0.03% No change 4,416 $283K
Accelerate Investment Advisors LLC 0.19% Add +6.0% 4,412 $283K
Muirfield Wealth Advisors LLC 0.21% Add +0.2% 4,405 $282K
Rock Point Advisors, LLC 0.08% Reduce -3.3% 4,404 $282K
Fiduciary Financial Advisors 0.25% — 4,379 $281K
Verde Capital Management 0.06% New 4,362 $280K
Beese Fulmer Investment Management, Inc. 0.02% Reduce -0.9% 4,344 $278K
J Hagan Capital, Inc. 0.15% New 4,323 $277K
Dimension Capital Management LLC 0.04% New 4,288 $275K
True Wealth Design, LLC 0.08% Reduce -0.3% 4,277 $274K
Marshall Investment Management, LLC 0.13% Add +28.0% 4,274 $274K
Elk River Wealth Management LLC 0.05% No change 4,274 $274K
Argent Advisors, Inc. 0.07% Reduce -0.3% 4,270 $274K
MPWM Advisory Solutions, LLC 0.14% Reduce -2.3% 4,267 $273K
Quest 10 Wealth Builders, Inc. 0.24% No change 4,257 $273K
Saxony Capital Management, LLC 0.16% No change 4,250 $272K
Capstone Wealth Management Group, LLC 0.11% Add +0.2% 4,231 $271K
One Charles Private Wealth Services, LLC 0.07% No change 4,209 $270K
Balefire, LLC 0.05% Add +1.8% 4,201 $269K
Dala Group, LLC 0.22% Add +4.8% 4,178 $268K
Hoxton Planning & Management, LLC 0.08% Add +1.7% 4,173 $267K
1776 Wealth LLC 0.10% New 4,159 $267K
Disciplined Investors, L.L.C. 0.16% Add +0.1% 4,154 $266K
Main Line Retirement Advisors, LLC 0.13% Add +0.2% 4,154 $266K
Barnes Pettey Financial Advisors, LLC 0.12% Reduce -5.0% 4,147 $266K
Silver Oak Advisory Group, Inc. 0.11% No change 4,141 $265K
Cedar Point Capital Partners, LLC 0.17% Reduce -38.0% 4,126 $264K
Holderness Investments Co. 0.05% Add +10.7% 4,116 $264K
Richardson Capital Management LLC 0.13% Reduce -2.1% 4,111 $263K
West Paces Advisors Inc. 0.05% Reduce -1.3% 4,108 $263K
Madrona Financial Services, LLC 0.06% Add +16.3% 4,096 $262K
Noble Wealth Management PBC 0.13% Add +2.4% 4,094 $262K
MBA Advisors LLC 0.10% Reduce -0.5% 4,074 $261K
Indie Asset Partners, LLC 0.30% Reduce -6.6% 4,071 $261K
Ceera Investments, LLC 0.11% No change 4,069 $261K
North Capital, Inc. 0.22% No change 4,067 $261K
North Ridge Wealth Advisors, Inc. 0.15% Add +157.1% 4,049 $259K
Councilor Wealth, LLC 0.13% Reduce -27.6% 4,046 $259K
DF Dent & Co. Inc. 0.01% No change 4,045 $259K
Eastover Investment Advisors LLC 0.11% No change 4,033 $258K
Northbridge Financial Group, LLC 0.11% Reduce -2.9% 3,781 $258K
Harbor Asset Planning, Inc. 0.22% Add +0.2% 4,011 $257K
Asset Advisory Group, Inc. 0.13% Add +4.8% 4,006 $257K
Allegiance Financial Group Advisory Services LLC 0.05% New 3,996 $256K
Marex Group Ltd 0.00% New 3,996 $256K
Resolute Capital, LLC 0.10% Add +8.9% 3,996 $256K
Pavion Blue Capital, LLC 0.11% No change 3,995 $256K
Members Trust Co 0.01% Reduce -10.8% 3,995 $256K
CCG Wealth Management, LLC 0.07% New 3,986 $255K
Novare Capital Management LLC 0.02% New 3,981 $255K
Symphony Financial, Ltd. Co. 0.03% New 4,003 $254K
Fire Capital Management LLC 0.12% New 3,958 $254K
Investments & Financial Planning, LLC 0.14% New 3,953 $253K
Jeppson Wealth Management, LLC 0.08% No change 3,952 $253K
Burns Matteson Capital Management, LLC 0.10% Reduce -10.7% 3,945 $253K
Theory Financial LLC 0.09% No change 3,937 $252K
Aire Advisors, LLC 0.05% New 3,934 $252K
Range Financial Group LLC 0.08% Add +1.8% 3,933 $252K
Blue Chip Partners, LLC 0.02% New 3,930 $252K
Simplex Trading, LLC 0.01% Add +522.2% 3,920 $251K
Embree Financial Group 0.03% Reduce -2.4% 3,917 $251K
Mraz, Amerine & Associates, Inc. 0.04% No change 3,917 $251K
JB Capital LLC 0.01% Add +0.1% 3,909 $250K
TD Capital Management LLC 0.02% Reduce -6.9% 3,908 $250K
Wellington Grp LLC 0.08% Add +1039.1% 3,907 $250K
USAdvisors Wealth Management, LLC 0.08% Reduce -1.5% 4,024 $249K
MidFirst Bank 0.02% Add +6.3% 3,880 $249K
Brickley Wealth Management 0.04% New 3,868 $248K
Baltimore-Washington Financial Advisors, Inc. 0.01% Add +0.9% 3,867 $248K
Williamson Legacy Group, LLC 0.19% Reduce -2.6% 3,863 $248K
Wallace Capital Management Inc. 0.03% Reduce -4.3% 3,862 $247K
Bill Few Associates, Inc. 0.06% No change 3,860 $247K
Carolina Wealth Advisors, LLC 0.10% Add +0.2% 3,854 $247K
Ellis Investment Partners, LLC 0.04% Add +3.9% 3,853 $247K
Clearview Wealth Management LLC 0.17% — 3,850 $247K
Cambiar Investors LLC 0.01% Reduce -68.5% 3,843 $246K
Brown, Lisle/Cummings, Inc. 0.06% No change 3,842 $246K
SP Asset Management LLC 0.02% Add +0.2% 3,825 $245K
Red Door Wealth Management, LLC 0.03% Add +2.0% 3,823 $245K
Circle Wealth Management, LLC 0.00% Reduce -24.4% 3,823 $245K
Lockerman Financial Group, Inc. 0.44% Reduce -8.7% 3,822 $245K
Garner Asset Management Corp 0.10% Reduce -44.2% 3,820 $245K
Legacy Wealth Asset Management, LLC 0.06% Reduce -2.2% 3,819 $245K
Pacifica Partners Inc. 0.08% Add +6.8% 3,805 $244K
Alamar Capital Management, LLC 0.15% Reduce -1.3% 3,799 $243K
Daybright Advisory Services, Inc. 0.07% Add +0.2% 3,795 $243K
Headlands Technologies LLC 0.03% Add +5.6% 3,773 $242K
Amicus Financial Advisors, LLC 0.07% Add +6.5% 3,770 $242K
SmartHarvest Portfolios, LLC 0.10% New 3,768 $241K
Weaver Consulting Group 0.06% New 3,766 $241K
IFC & Insurance Marketing, Inc. 0.25% No change 3,753 $240K
GuidedMoney, LLC 0.13% No change 3,750 $240K
Van Hulzen Asset Management, LLC 0.02% New 3,739 $240K
Clarity Financial LLC 0.03% No change 3,734 $239K
Tactive Advisors, LLC 0.07% Reduce -2.4% 3,720 $238K
Sulzberger Capital Advisors, Inc. 0.24% No change 3,700 $237K
SJS Investment Consulting Inc. 0.03% Add +3.5% 3,692 $237K
Keeler Thomas Management LLC 0.10% New 3,679 $236K
Retiremitten Financial LLC 0.11% — 3,673 $235K
Wedgewood Investors Inc. 0.27% No change 3,669 $235K
Syntegra Private Wealth Group, LLC 0.02% No change 3,668 $235K
Excalibur Management Corp. 0.08% Add +0.1% 3,652 $234K
Ames National Corp. 0.14% No change 3,649 $234K
One Wealth Map LLC 0.11% Reduce -5.4% 3,399 $234K
Wallace Advisory Group, LLC 0.25% No change 3,645 $234K
Financial Guidance Group, Inc. 0.09% No change 3,639 $233K
Pension & Wealth Management Advisors, Inc. 0.07% Add +162.1% 3,627 $232K
Cloud Capital Management, LLC 0.10% Reduce -2.4% 3,632 $232K
Murphy Pohlad Asset Management LLC 0.08% New 3,619 $232K
ProVise Management Group, LLC 0.02% Add +12.6% 3,619 $232K
Optimus Capital Advisors, LLC 0.14% New 3,616 $232K
Agate Pass Investment Management, LLC 0.09% No change 3,599 $231K
Alaska Wealth Advisors, LLC 0.03% Reduce -0.4% 3,593 $230K
Reyes Financial Architecture, Inc. 0.19% No change 3,588 $230K
Tableaux LLC 0.11% New 3,585 $230K
Pacific Excel Wealth Advisors, Inc. 0.24% New 3,578 $229K
Madison Wealth Partners, Inc 0.04% New 3,575 $229K
Seek First Inc. 0.16% Add +0.2% 3,575 $229K
McIlrath & Eck, LLC 0.02% Reduce -18.3% 3,570 $229K
Infinity Wealth Counsel, LLC 0.21% No change 3,548 $227K
Private Wealth Advisors, LLC 0.06% Reduce -4.3% 3,536 $227K
Creekmur Asset Management LLC 17.02% — 3,524 $226K
Signature Equity Partners, LLC 0.12% Reduce -1.4% 3,518 $225K
Nicholson Wealth Management Group, LLC 0.13% No change 3,510 $225K
Gables Capital Management Inc. 0.10% No change 3,509 $225K
DecisionMap Wealth Management, LLC 0.15% New 3,505 $225K
Vance Wealth, LLC 0.06% New 3,502 $224K
Hamilton Point Investment Advisors, LLC 0.03% Reduce -4.9% 3,500 $224K
Cordoba Advisory Partners LLC 0.06% New 3,481 $223K
Main Street Group, LTD 0.07% New 3,480 $223K
Mosaic Financial Group, LLC 0.16% No change 3,475 $223K
Sharkey, Howes & Javer 0.03% Reduce -4.7% 3,480 $223K
Concentrum Wealth Management 0.07% New 3,479 $223K
Central Valley Advisors, LLC 0.06% New 3,480 $223K
RB Capital Management, LLC 0.05% Add +0.3% 3,477 $223K
Plan Group Financial, LLC 0.05% New 3,477 $223K
Stableford Capital II LLC 0.08% New 3,461 $222K
Eight 31 Financial, LLC 0.13% Add +0.1% 3,460 $222K
John W. Brooker & Co., CPAs 0.35% New 3,459 $222K
Loudon Investment Management, LLC 0.12% Reduce -1.4% 3,457 $222K
Strathmore Capital Advisors, Inc. 0.06% New 3,250 $221K
Valley National Advisers Inc. 0.03% No change 3,456 $221K
Cadence Wealth Management LLC 0.09% Reduce -17.1% 3,442 $221K
Alkeme Wealth, LLC 0.09% No change 3,441 $220K
Zullo Investment Group, Inc. 0.08% Add +0.2% 3,438 $220K
Cohen Capital Management, Inc. 0.03% No change 3,432 $220K
Yarger Wealth Strategies, LLC 0.09% Reduce -0.5% 3,425 $220K
G&S Capital LLC 0.08% Add +0.1% 3,422 $219K
Straight Path Wealth Management 0.06% Reduce -5.0% 3,421 $219K
Strait & Sound Wealth Management LLC 0.08% Reduce -14.1% 3,421 $219K
Maple Capital Management, Inc. 0.01% Reduce -4.9% 3,403 $218K
First American Trust, FSB 0.01% Add +1.7% 3,399 $218K
WMG Financial Advisors, LLC 0.09% Reduce -25.1% 3,397 $218K
Peterson Wealth Services 0.05% No change 3,386 $217K
Winthrop Advisory Group LLC 0.02% Add +0.1% 3,378 $216K
Redwood Park Advisors LLC 0.16% No change 3,377 $216K
Vested Financial Planning, LLC 0.16% No change 3,373 $216K
Bucket List Wealth Management, LLC 0.13% New 3,371 $216K
Investors Research Corp 0.04% No change 3,351 $215K
Bulwark Capital Corp 0.13% Add +15.0% 3,339 $214K
Delta Investment Management, LLC 0.04% New 3,329 $213K
Storen Legacy Partners, LLC 0.07% New 3,326 $213K
Rogco, LP 0.07% No change 3,321 $213K
Private Management Group Inc. 0.01% No change 3,321 $213K
Chatterton & Associates Inc. 0.15% New 3,125 $211K
Reynders McVeigh Capital Management, LLC 0.01% Reduce -8.3% 3,295 $211K
Maimon Wealth Management LTD. 0.19% No change 3,400 $211K
Elyxium Wealth, LLC 0.07% Reduce -68.1% 3,290 $211K
Marble Wealth, LLC 0.04% Add +0.1% 3,289 $211K
Curran Financial Partners, LLC 0.04% New 3,286 $211K
Ameriflex Group, Inc. 0.11% Add +67.3% 3,285 $211K
Altfest L J & Co. Inc. 0.02% New 3,281 $210K
Lunt Capital Management, Inc. 0.08% No change 3,281 $210K
Tritonpoint Wealth, LLC 0.02% Reduce -15.0% 3,281 $210K
Core Wealth Management, Inc. 0.06% No change 3,263 $209K
Strive Financial Group ,LLC 0.11% No change 3,265 $209K
Nilsine Partners, LLC 0.02% New 3,069 $209K
BLVD Private Wealth, LLC 0.18% Reduce -1.5% 3,255 $209K
Marietta Investment Partners LLC 0.04% No change 3,235 $207K
Edgemoor Investment Advisors, Inc. 0.02% No change 3,234 $207K
Retirement Planning Group, LLC / NY 0.13% New 3,220 $206K
Bingham Private Wealth, LLC 0.16% New 3,217 $206K
Integrity Financial Corp 0.10% Reduce -15.9% 3,215 $206K
DV Trading LLC 0.02% Reduce -91.4% 3,211 $206K
Cascade Wealth Advisors, Inc 0.09% New 2,901 $205K
JGP Wealth Management, LLC 0.02% Reduce -3.0% 3,204 $205K
Boston Common Asset Management, LLC 0.01% Reduce -8.3% 3,199 $205K
Sanchez Gaunt Capital Management, LLC 0.13% — 3,196 $205K
Financial Security Advisor, Inc. 0.04% New 3,186 $204K
Fearless Solutions, LLC dba Best Invest 0.12% New 3,184 $204K
Evelyn Partners Asset Management Ltd 0.05% No change 3,182 $204K
Clearwater Capital Advisors, LLC 0.02% Reduce -0.7% 3,181 $204K
Stokes Capital Advisors, LLC 0.05% New 3,177 $204K
Boston Standard Wealth Management, LLC 0.03% New 3,125 $203K
Mirador Capital Partners LP 0.03% New 3,174 $203K
Jamison Private Wealth Management, Inc. 0.03% New 3,173 $203K
Redhawk Wealth Advisors, Inc. 0.02% New 3,164 $203K
LFA - Lugano Financial Advisors SA 0.10% Add +55.0% 3,162 $203K
Astoria Strategic Wealth, Inc. 0.05% New 3,153 $202K
Opal Wealth Advisors, LLC 0.05% New 3,151 $202K
Retirement Solution LLC 0.05% New 3,149 $202K
Hengehold Capital Management LLC 0.02% New 3,144 $201K
RIA Advisory Group LLC 0.05% Reduce -15.4% 3,141 $201K
FreeGulliver LLC 0.08% New 3,138 $201K
Midwest Financial Network, LLC 0.16% New 3,123 $200K
Rowlandmiller & Partners.adv 0.04% No change 3,000 $192K
Global Trust Asset Management, LLC 0.07% Add +59.0% 2,974 $191K
Go Invest LLC 0.05% Add +0.2% 2,965 $190K
Tsfg, LLC 0.03% Add +0.1% 2,946 $189K
Moisand Fitzgerald Tamayo, LLC 0.02% Reduce -16.4% 2,936 $188K
SIMA Wealth Partners, LLC 0.14% No change 2,912 $187K
Wellington-Altus USA Inc. 0.11% Add +1036.2% 2,602 $185K
Indiana Trust & Investment Management Co 0.06% No change 2,890 $185K
Duncker Streett & Co. Inc. 0.03% No change 2,852 $183K
Blueline Advisors LLC 0.14% Reduce -4.5% 2,838 $182K
Union Savings Bank 0.08% No change 2,688 $172K
Essential Partners LLC 0.06% Add +96.7% 2,591 $166K
Coston, McIsaac & Partners 0.04% Add +0.8% 2,592 $166K
Colonial Trust Advisors 0.01% Reduce -1.9% 2,562 $164K
Burk Holdings LLC 0.07% Reduce -56.3% 2,519 $161K
Walsh & Associates, LLC 0.16% Add +0.0% 2,486 $159K
Versant Capital Management, Inc 0.02% Add +194.7% 2,431 $156K
GoalVest Advisory LLC 0.03% Reduce -13.3% 2,417 $155K
Westside Investment Management, Inc. 0.02% Add +136.2% 2,402 $154K
MilWealth Group LLC 0.04% No change 2,387 $153K
Community Financial Services Group, LLC 0.03% New 2,347 $153K
Creative Capital Management Investments LLC 0.04% Reduce -2.9% 2,384 $153K
Quent Capital, LLC 0.01% Reduce -32.4% 2,371 $152K
Orion Capital Management LLC 0.05% No change 2,354 $151K
Trifecta Capital Advisors, LLC 0.02% No change 2,271 $146K
IAG Wealth Partners, LLC 0.02% No change 2,253 $144K
Sittner & Nelson, LLC 0.05% No change 2,229 $143K
Curio Wealth, LLC 0.05% Reduce -1.0% 2,219 $142K
Copia Wealth Management 0.10% Add +101.5% 2,212 $142K
Hara Capital LLC 0.07% New 2,187 $140K
Jackson, Grant Investment Advisers, Inc. 0.05% Add +32.6% 2,148 $138K
Kelleher Financial Advisors 0.03% No change 2,116 $136K
Financial Consulate, Inc. 0.02% Add +0.2% 2,114 $135K
Farmers & Merchants Trust Co of Chambersburg PA 0.04% No change 2,097 $134K
Knuff & Co LLC 0.04% Add +335.4% 2,081 $133K
American Capital Advisory, LLC 0.05% Reduce -19.3% 2,074 $133K
Team Financial Group, LLC 0.06% Add +0.2% 1,965 $126K
Central Pacific Bank - Trust Division 0.02% Reduce -13.2% 1,933 $124K
Clark Wealth Partners 0.08% No change 1,914 $123K
Triumph Capital Management 0.03% Add +46.1% 1,913 $123K
HFM Investment Advisors, LLC 0.05% Add +52.9% 1,902 $122K
Osbon Capital Management LLC 0.10% No change 1,892 $121K
Vestor Capital, LLC 0.01% Add +654.1% 1,825 $117K
Vision Retirement, LLC 0.03% New 1,755 $112K
Steigerwald, Gordon & Koch Inc. 0.01% Reduce -12.7% 1,753 $112K
Kilter Group LLC 0.05% Reduce -1.7% 1,745 $112K
Tidemark, LLC 0.03% Add +174.4% 1,712 $110K
Olistico Wealth, LLC 0.05% No change 1,708 $109K
Consultiva Wealth Management, Corp. 0.31% No change 1,684 $108K
Marshall & Sterling Wealth Advisors Inc. 0.07% Add +1221.6% 1,652 $106K
NorthAvenue LLC 0.08% Reduce -23.0% 1,538 $99K
Paladin Advisory Group, LLC 0.07% No change 1,519 $97K
Canton Hathaway, LLC 0.02% No change 1,460 $94K
Field & Main Bank 0.03% Add +5.6% 1,421 $91K
Financial Freedom, LLC 0.04% Add +38.9% 1,410 $90K
Innovative Asset Advisors Group, LLC 0.05% — 1,396 $89K
Clarity Asset Management, Inc. 0.04% Reduce -75.4% 1,363 $87K
IFG Advisory, LLC 0.25% Reduce -95.6% 1,356 $87K
DiNuzzo Private Wealth, Inc. 0.01% No change 1,293 $83K
ESL Trust Services, LLC 0.02% No change 1,284 $82K
Obsidian Cio, LLC 0.07% Add +11.4% 1,265 $81K
Ramirez Asset Management, Inc. 0.01% No change 1,255 $80K
RMG Wealth Management LLC 0.01% Reduce -60.2% 1,134 $80K
Bollard Group LLC 0.00% Add +0.2% 1,244 $80K
Premier Financial Group 0.01% Reduce -3.5% 1,206 $79K
Ironwood Wealth Management, LLC. 0.02% No change 1,214 $78K
Hager Investment Management Services, LLC 0.04% No change 1,212 $78K
Pacific Center for Financial Services 0.02% Add +6.8% 1,181 $76K
West Branch Capital LLC 0.02% Reduce -22.5% 1,176 $75K
Dakota Community Bank & Trust NA 0.25% No change 1,161 $74K
Aventura Private Wealth, LLC 0.03% No change 1,116 $72K
Wolff Wiese Magana LLC 0.04% No change 1,111 $71K
Wiser Advisor Group LLC 0.09% Reduce -16.7% 1,108 $71K
Tradewinds Capital Management, LLC 0.01% Add +122.2% 1,071 $69K
Ballast Advisors LLC 0.02% New 1,056 $68K
Atwood & Palmer Inc. 0.00% No change 971 $62K
Addison Advisors LLC 0.01% No change 965 $62K
1015 Capital Partners, LLC 0.06% No change 950 $61K
Collier Financial 0.05% Add +0.1% 948 $61K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.05% Add +1.6% 939 $60K
Marin Bay Wealth Advisors, LLC 0.04% New 45,116 $60K
KERR FINANCIAL PLANNING Corp 0.04% Reduce -50.0% 884 $60K
Wealth Enhancement Trust Services, Inc. 0.01% No change 918 $59K
Monetary Management Group Inc. 0.01% New 900 $58K
Bullock Wealth Management Group 0.03% No change 851 $55K
Purpose Unlimited Inc. 0.00% New 863 $55K
HighMark Wealth Management LLC 0.02% Reduce -12.1% 851 $55K
Kozak & Associates, Inc. 0.01% Add +2.3% 793 $54K
First Command Advisory Services, Inc. 0.00% Reduce -48.5% 828 $53K
Costello Asset Management, INC 0.02% Add +7.8% 827 $53K
TFC Financial Management, Inc. 0.01% Add +0.3% 792 $51K
Albion Financial Group 0.00% No change 760 $49K
Key Capital Management, INC 0.03% Reduce -8.3% 750 $48K
Roxbury Financial LLC 0.04% No change 747 $48K
Fairscale Capital, LLC 0.03% No change 747 $48K
GGM Financial LLC 0.02% Add +62.8% 747 $48K
Daytona Street Capital LLC 0.04% New 725 $48K
Advantage Trust Co 0.02% No change 733 $47K
Nemes Rush Group LLC 0.00% Add +13.5% 731 $47K
IFS Advisors, LLC 0.02% No change 725 $46K
Sunrise Financial Services, LLC 0.03% Reduce -18.5% 704 $45K
Marquette Asset Management, LLC 0.01% No change 693 $44K
Keystone Financial Group, Inc. 0.02% Add +0.1% 677 $43K
Hickory Point Bank & Trust 0.03% New 675 $43K
Pinney & Scofield, Inc. 0.02% Add +32.2% 648 $42K
CDKV Holdings LLC 0.04% Add +147.5% 646 $41K
Lummis Asset Management, LP 0.02% No change 646 $41K
Darwin Wealth Management, LLC 0.01% Reduce -25.6% 639 $41K
LGT Financial Advisors LLC 0.21% Add +0.2% 636 $41K
Armstrong Advisory Group, Inc. 0.00% No change 624 $40K
Scarborough Advisors, LLC 0.00% New 620 $40K
PFS Partners, LLC 0.02% Add +14.8% 589 $38K
Frazier Financial Advisors, LLC 0.02% Add +5.9% 574 $37K
POM Investment Strategies, LLC 0.05% Reduce -87.4% 571 $37K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -3.8% 562 $36K
Ulland Investment Advisors, LLC 0.03% No change 562 $36K
Strategic Wealth Advisors LLC 0.03% No change 567 $36K
Hamrick Investment Counsel, llc 0.02% No change 560 $36K
Financial Network Wealth Advisors LLC 0.03% Add +0.2% 530 $34K
Transce3nd, LLC 0.28% No change 486 $31K
Peterson Wealth Management 0.02% New 480 $31K
Anfield Capital Management, LLC 0.01% No change 449 $29K
Your Advocates Ltd., LLP 0.01% Reduce -63.8% 440 $28K
Strategic Investment Solutions, Inc. 0.01% Reduce -8.3% 428 $27K
CNB Bank 0.01% No change 422 $27K
Nova Wealth Management, Inc. 0.02% No change 420 $27K
1620 Investment Advisors, Inc. 0.02% New 391 $25K
Ankerstar Wealth, LLC 0.03% No change 387 $25K
Gen-Wealth Partners Inc 0.01% No change 381 $24K
Mosley Wealth Management 0.01% New 391 $23K
Financial Connections Group, Inc. 0.01% New 362 $23K
Comprehensive Financial Planning, Inc. 0.02% No change 342 $22K
JPL Wealth Management, LLC 0.01% New 339 $22K
Wealth Preservation Advisors, LLC 0.02% No change 322 $21K
McGuire Capital Advisors Inc. 0.01% Add +133.8% 311 $20K
Three Bearings Fiduciary Advisors, Inc. 0.02% No change 293 $19K
Wilkerson Advisory Group LLC 0.01% Reduce -59.0% 291 $19K
NFSG Corp 0.00% Add +0.3% 287 $18K
Clayton Financial Group LLC 0.01% No change 285 $18K
Advocate Investing Services LLC 0.02% No change 282 $18K
Cheviot Value Management, LLC 0.00% No change 278 $18K
Winch Advisory Services, LLC 0.00% Add +0.4% 277 $18K
FWL Investment Management, LLC 0.00% Reduce -80.3% 272 $17K
Bernard Wealth Management Corp. 0.01% Add +1315.8% 269 $17K
Miller Global Investments, LLC 0.02% New 265 $17K
Corsicana & Co. 0.01% No change 279 $14K
Beacon Capital Management, Inc. 0.00% New 220 $14K
Aventus Investment Advisors, Inc. 0.01% No change 216 $14K
Nalls Sherbakoff Group, LLC 0.01% No change 212 $14K
Rakuten Securities, Inc. 0.01% Add +6966.7% 212 $14K
Investment Research & Advisory Group, Inc. 0.00% No change 204 $13K
Intentional Wealth Strategies, LLC 0.01% — 201 $13K
Networth Advisors, LLC 0.01% No change 195 $12K
Morgan Dempsey Capital Management LLC 0.01% Add +67.0% 187 $12K
CGC Financial Services, LLC 0.00% No change 185 $12K
Activest Wealth Management 0.00% Add +356.4% 178 $11K
Valued Wealth Advisors LLC 0.00% New 177 $11K
Financial Life Planners 0.01% New 174 $11K
Swiss Re Ltd. 0.07% New 172 $11K
Deane Retirement Strategies, Inc. 0.00% Reduce -99.9% 168 $11K
Horizon Bancorp Inc. 0.00% New 158 $10K
Gleason Group, Inc. 0.00% No change 145 $9K
Mark Sheptoff Financial Planning, LLC 0.00% New 134 $9K
Delta Asset Management LLC 0.00% No change 140 $9K
MRP Capital Investments, LLC 0.01% No change 135 $9K
Strengthening Families & Communities, LLC 0.00% New 120 $8K
Millstone Evans Group, LLC 0.00% No change 114 $7K
Smallwood Wealth Investment Management, LLC 0.00% No change 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 0.00% No change 91 $6K
Tower View Wealth Management LLC 0.00% No change 88 $6K
Hilltop National Bank 0.00% Reduce -75.2% 82 $5K
Vermillion Wealth Management, Inc. 0.00% No change 82 $5K
Hilton Head Capital Partners, LLC 0.00% No change 80 $5K
Monetary Solutions, Ltd 0.00% No change 75 $5K
Quaker Wealth Management, LLC 0.00% Reduce -88.2% 73 $5K
Zeit Capital LLC 0.00% Add +7.8% 69 $4K
Eukles Asset Management 0.00% Reduce -86.3% 67 $4K
RHL Group, LLC 0.00% Reduce -26.7% 66 $4K
Measured Wealth Private Client Group, LLC 0.00% No change 60 $4K
Prudent Man Investment Management, Inc. 0.00% No change 56 $3K
LM Advisors LLC 0.02% Add +2.3% 219 $3K
Murphy & Mullick Capital Management Corp 0.00% No change 50 $3K
Flagship Wealth Advisors, LLC 0.00% New 48 $3K
SRH Advisors, LLC 0.00% No change 35 $2K
SOA Wealth Advisors, LLC. 0.00% No change 34 $2K
Protective Life Corp. 0.01% New 27 $2K
Merkkuri Wealth Advisors LLC 0.00% New 22 $1K
Tower Research Capital LLC (TRC) 0.00% Reduce -97.2% 20 $1K
Imprint Wealth LLC 0.00% No change 8 $513
Arcadia Investment Management Corp. 0.00% No change 5 $321
Financially Speaking Inc 0.00% New 2 $129
Financial Gravity Asset Management, Inc. 0.00% Reduce -66.7% 2 $128

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