Vanguard Ftse Developed ETFVEAETF

13F holders, Q2 2026 (June 30)
3,010holders +96
164new positions
75sold out
5famous investors
$71.18avg. 13F price*

At the end of Q2 2026, 3,010 institutions reported holding Vanguard Ftse Developed ETF (VEA) in their 13F filings, up 96 from Q1 2026. 164 opened new positions and 75 sold out. The largest holders were Bank of America Corp. ($14.4B), Betterment LLC ($9.9B) and Creative Planning ($8.3B). 5 famous investors held it, including Ken Fisher (0.2% of Fisher Asset Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and John W. Rogers Jr. (0.1% of Ariel Investments's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions164$373.5M
Exits75$384.4M

All 13F filers, Q1 2026 → Q2 2026: 84,380,398 shares bought and 79,009,801 shares sold, net +5,370,597 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,010 holders

Bank of America Corp. 0.93% Add +1.5% 201,617,733 $14.4B
Betterment LLC 16.72% Add +0.6% 138,727,174 $9.9B
Creative Planning 4.87% Reduce -2.9% 116,981,979 $8.3B
Envestnet Asset Management Inc. 1.48% Add +2.4% 88,111,242 $6.3B
Morgan Stanley 0.28% Reduce -13.2% 73,490,701 $5.2B
Northwestern Mutual Wealth Management Co. 2.54% Add +4.2% 66,823,471 $4.8B
Wealthfront Advisers LLC 7.97% Add +0.9% 58,220,511 $4.1B
Wells Fargo & Company 0.72% Reduce -5.5% 57,998,723 $4.1B
Jones Financial Companies LLLP 1.61% Add +3.3% 56,820,243 $4.0B
Northern Trust Corp. 0.45% Add +0.2% 53,763,923 $3.8B
WealthNavi Inc. 27.62% Add +0.0% 49,483,539 $3.5B
Royal Bank of Canada 0.56% Reduce -1.9% 46,391,963 $3.3B
Mariner, LLC 2.75% Add +4.2% 37,068,072 $2.6B
Mercer Global Advisors Inc. 3.22% Add +2.3% 36,559,773 $2.6B
Goldman Sachs Group Inc. 0.24% Add +17.6% 31,653,334 $2.3B
UBS Group AG 0.35% Add +0.8% 30,895,904 $2.2B
Captrust Financial Advisors 3.34% Reduce -5.4% 30,587,929 $2.2B
Corient Private Wealth LP 2.95% Reduce -10.5% 29,867,238 $2.1B
LPL Financial LLC 0.46% Add +2.2% 28,400,304 $2.0B
Sei Investments Co. 1.56% Add +0.5% 24,855,847 $1.8B
Baird Financial Group, Inc. 2.20% Add +4.5% 22,461,369 $1.6B
Cerity Partners LLC 1.85% Add +5.0% 21,440,111 $1.5B
Vanguard Global Advisers, LLC 0.70% Add +1.1% 21,202,907 $1.5B
Tiaa-Cref Individual & Institutional Services, LLC 4.97% Add +1.4% 20,266,641 $1.4B
Commonwealth Equity Services, LLC 1.49% Reduce -0.6% 16,668,145 $1.2B
Raymond James Financial Inc. 0.31% Add +3.8% 16,278,745 $1.2B
Jasper Ridge Partners, L.P. 24.28% Reduce -24.4% 15,979,954 $1.1B
JPMorgan Chase & Co. 0.07% Add +2.0% 15,957,899 $1.1B
Ameriprise Financial Inc. 0.23% Add +10.4% 15,745,161 $1.1B
Wealthspire Advisors, LLC 6.14% Add +7.5% 15,662,182 $1.1B
Facet Wealth, Inc. 15.84% Add +11.2% 15,511,173 $1.1B
FMR LLC 0.05% Reduce -0.4% 15,510,513 $1.1B
Rwa Wealth Partners, LLC 10.30% Add +3.3% 15,098,458 $1.1B
Nicholas Hoffman & Company, LLC. 19.55% Add +1.0% 13,000,607 $926.3M
Bank of New York Mellon Corp 0.15% Reduce -2.0% 12,907,577 $919.7M
Valmark Advisers, Inc. 9.18% Reduce -0.2% 12,125,742 $864.0M
Focus Partners Wealth 0.87% Add +43.8% 11,918,550 $849.2M
HighTower Advisors, LLC 0.80% Reduce -0.5% 11,632,063 $828.8M
Cliftonlarsonallen Wealth Advisors, LLC 10.35% Add +1.7% 11,054,365 $787.6M
Moneta Group Investment Advisors LLC 5.78% Add +0.1% 10,957,948 $780.8M
US Bancorp \de 0.81% Reduce -9.7% 10,411,578 $741.8M
Manufacturers Life Insurance Company, The 0.58% Add +3.4% 10,246,137 $730.1M
Fisher Asset Management 0.20% Add +0.1% 9,551,551 $680.5M
Cambridge Associates LLC /Ma/ 9.70% Reduce -0.3% 9,431,210 $672.0M
MML Investors Services, LLC 1.33% Add +20.4% 9,151,096 $652.0M
SCS Capital Management LLC 6.13% Reduce -2.1% 9,107,726 $648.9M
Regions Financial Corp. 3.84% Add +11.0% 9,030,217 $643.4M
PNC Financial Services Group, Inc. 0.31% Add +9.1% 8,817,419 $628.2M
Stifel Financial Corp. 0.50% Add +3.7% 8,382,284 $597.2M
CIBC Bancorp USA Inc. 0.73% Add +23.1% 8,337,316 $593.0M
Cetera Investment Advisers 0.53% Add +5.0% 8,149,716 $580.7M
HBK Sorce Advisory LLC 11.13% Add +0.8% 7,886,050 $570.6M
Savant Capital, LLC 1.64% Add +116.1% 8,233,142 $559.9M
Country Trust Bank 9.48% Add +2.7% 7,598,857 $541.4M
MAI Capital Management 1.91% Add +52.3% 7,043,460 $501.8M
Wit, LLC 7.66% Reduce -1.8% 6,727,096 $479.3M
JMG Financial Group, Ltd. 10.76% Reduce -0.3% 6,253,672 $445.6M
Keybank National Association 1.45% Reduce -1.1% 6,188,985 $441.0M
Osaic Holdings, Inc. 0.50% Add +19.1% 5,925,426 $422.3M
Assetmark, Inc. 0.70% Add +8.4% 5,747,711 $409.5M
M&T Bank Corp 1.17% Reduce -0.9% 5,618,163 $400.3M
Pathstone Holdings, LLC 1.14% Add +2.8% 5,486,055 $390.9M
Alliancebernstein L.P. 0.13% Add +2.5% 6,036,446 $386.8M
Modera Wealth Management, LLC 4.00% Reduce -1.7% 5,257,397 $374.6M
Wedmont Private Capital 10.27% Add +11.2% 5,272,522 $374.3M
Fifth Third Bancorp 0.59% Reduce -0.3% 5,088,641 $362.6M
Beacon Pointe Advisors, LLC 1.68% Add +1.9% 5,066,216 $361.0M
Ballentine Partners, LLC 4.37% Reduce -0.1% 5,015,310 $357.3M
Voya Investment Management LLC 0.35% Reduce -0.4% 4,923,744 $350.8M
Rockefeller Capital Management L.P. 0.53% Add +2.3% 4,871,595 $347.1M
Westwood Holdings Group Inc. 2.61% Reduce -0.1% 4,837,702 $344.7M
Fiduciary Trust Co 3.69% Reduce -0.4% 4,756,065 $338.9M
Vantagepoint Investment Advisers LLC 2.46% Reduce -3.3% 4,609,141 $328.4M
Ally Invest Advisors Inc. 19.64% Add +0.2% 4,566,227 $325.3M
BlackRock, Inc. 0.00% Add +9.7% 4,460,771 $317.8M
Bridges Investment Management Inc. 3.86% Add +0.5% 4,453,914 $317.3M
Vanguard Advisers Inc. 1.06% Add +9.6% 4,372,783 $311.6M
Nepc LLC 5.72% Reduce -4.2% 4,298,995 $306.3M
Blair William & Co. 0.80% Add +11.1% 4,291,023 $305.7M
Truist Financial Corp. 0.36% Add +3.0% 4,234,171 $301.7M
TFO Wealth Partners, LLC 32.81% Reduce -1.4% 4,233,276 $301.6M
Pinnacle Financial Partners, Inc. 1.98% Add +3.1% 4,082,103 $290.8M
Cambridge Investment Research Advisors, Inc. 0.64% Add +15.9% 4,013,947 $286.0M
Wilmington Savings Fund Society, FSB 6.36% Reduce -2.5% 3,999,723 $285.0M
State of Tennessee, Department of Treasury 0.84% Reduce -5.8% 3,979,237 $283.5M
Farmers & Merchants Investments Inc. 6.48% Add +2.9% 3,755,844 $267.6M
Linscomb Wealth, Inc. 11.51% Reduce -4.3% 3,728,468 $265.7M
Janney Montgomery Scott LLC 0.49% Add +3.6% 3,583,905 $255.4M
BLB&B Advisors, LLC 9.33% Add +1.8% 3,576,217 $254.8M
TD Waterhouse Canada Inc. 0.67% Add +7.2% 3,603,602 $253.8M
D.A. Davidson & Co. 1.39% Reduce -1.2% 3,530,275 $251.5M
Farther Finance Advisors, LLC 1.96% Add +9.2% 3,516,435 $250.5M
Johnson Financial Group, LLC 12.97% Reduce -7.5% 3,379,862 $240.8M
Coldstream Capital Management Inc. 2.91% Add +25.9% 3,235,751 $230.5M
Victory Capital Management Inc. 0.13% Reduce -6.4% 3,191,494 $227.4M
Truepoint, Inc. 4.74% Reduce -7.7% 3,188,877 $227.2M
Bank of Montreal 0.08% Reduce -34.4% 3,097,927 $220.7M
Tanglewood Wealth Management, Inc. 17.90% Add +1.4% 2,953,730 $210.5M
Freestone Capital Holdings, LLC 5.43% Reduce -0.8% 2,926,097 $208.5M
Robertson Stephens Wealth Management, LLC 5.12% Add +9.3% 2,917,758 $207.9M
Foster Group, Inc. 5.46% Add +1.8% 2,884,528 $205.5M
Orion Porfolio Solutions, LLC 1.56% Add +18.3% 2,859,219 $203.7M
Acropolis Investment Management, LLC 7.80% Reduce -0.3% 2,774,023 $197.6M
Clark Asset Management, LLC 15.21% Add +6.4% 2,720,053 $193.8M
BOK Financial Private Wealth, Inc. 9.92% Add +4.8% 2,716,005 $193.5M
Davis R M Inc. 2.97% Add +2.1% 2,645,660 $188.5M
Lincoln National Corp. 4.80% Reduce -0.9% 2,629,796 $187.4M
Eastern Bank 2.79% Add +7.0% 2,554,511 $182.0M
Aptus Capital Advisors, LLC 1.29% Add +3.2% 2,472,701 $176.2M
West Virginia University Foundation, Inc 14.34% Add +0.5% 2,462,855 $175.5M
Summit Trail Advisors, LLC 2.17% Reduce -5.0% 2,413,619 $172.0M
Hills Bank & Trust Co 7.30% Add +7.1% 2,406,484 $171.5M
Oakworth Capital, Inc. 8.09% Add +2.7% 2,400,305 $170.1M
Bank of Hawaii 8.33% Reduce -22.7% 2,371,391 $169.0M
Plante Moran Financial Advisors, LLC 7.83% Add +2.5% 2,363,851 $168.4M
NewEdge Advisors, LLC 0.50% Add +2.9% 2,363,407 $168.4M
Johnson Investment Counsel Inc. 1.22% Add +7.4% 2,344,738 $167.1M
Wealth Enhancement Advisory Services, LLC 0.28% Add +7.8% 2,358,435 $166.6M
Envestnet Portfolio Solutions, Inc. 0.80% Add +2.1% 2,337,029 $166.5M
Hirtle & Co., LLC 5.79% Add +1.0% 2,324,023 $165.6M
Old National Bancorp 3.28% Reduce -0.9% 2,314,212 $164.9M
Glenmede Trust Co. NA 0.72% Add +1.7% 2,275,906 $162.2M
Cresset Asset Management, LLC 0.59% Add +9.3% 2,256,989 $160.8M
Sigma Investment Counselors Inc. 7.80% Reduce -0.5% 2,246,838 $160.1M
Jabodon PT Co. 15.69% Add +1.9% 2,244,326 $159.9M
Steele Capital Management, Inc. 5.83% Add +3.4% 2,224,154 $158.5M
HM Payson & Co. 2.08% Add +8.2% 2,206,221 $157.2M
Citizens Financial Group Inc. 1.84% Add +6.4% 2,146,728 $153.0M
First Financial Bankshares Inc 2.81% Add +0.4% 2,106,653 $150.1M
Keewaydin Investments LLC 42.98% Reduce -4.0% 2,090,711 $149.0M
Fusion Family Wealth, LLC 9.25% Reduce -1.4% 1,954,410 $139.3M
Laird Norton Wetherby Trust Company, LLC 2.63% Add +1.6% 1,920,532 $136.8M
&partners 0.56% Add +45.0% 1,916,431 $136.5M
Badgley Phelps Wealth Managers, LLC 2.38% Add +3.5% 1,903,904 $135.7M
SBI Okasan Asset Management Co.Ltd. 4.46% Reduce -56.5% 1,910,931 $135.5M
Empowered Funds, LLC 0.71% Reduce -1.9% 1,899,607 $135.3M
Citigroup Inc. 0.06% Reduce -7.6% 1,804,841 $128.6M
Employees Retirement System of Texas 1.19% No change 1,798,331 $128.1M
PDS Planning, Inc 7.34% Add +2.1% 1,779,207 $126.8M
Midwest Trust Co 1.43% Add +9.0% 1,775,418 $126.5M
Commerce Bank 0.54% Add +5.5% 1,735,215 $123.6M
Agf Management Ltd. 0.48% Add +0.4% 1,729,995 $123.3M
DT Investment Partners, LLC 9.11% Add +0.8% 1,715,376 $122.2M
Allen Investment Management, LLC 1.45% Reduce -3.5% 1,715,180 $122.2M
Apella Capital, LLC 1.72% Reduce -1.3% 1,717,714 $121.6M
Brown Advisory Inc. 0.19% Add +6.3% 1,689,996 $120.4M
CENTRAL TRUST Co 2.17% Add +15.8% 1,687,906 $120.3M
Whittier Trust Co. 1.18% Add +9.6% 1,670,862 $120.1M
Rebalance, LLC 6.21% Add +4.5% 1,661,823 $118.4M
NewEdge Wealth, LLC 1.16% Add +18.3% 1,608,770 $114.6M
CreativeOne Wealth, LLC 2.45% Add +0.9% 1,590,523 $113.3M
Woodmont Investment Counsel LLC 6.11% Add +1.7% 1,570,715 $111.9M
Kohmann Bosshard Financial Services, LLC 9.40% Add +3.5% 1,555,850 $110.9M
Pure Financial Advisors, LLC 1.42% Reduce -0.5% 1,546,237 $110.2M
MassMutual Private Wealth & Trust, FSB 2.81% Reduce -2.0% 1,524,095 $108.6M
AQR Capital Management 0.04% Add +30.9% 1,507,164 $107.4M
Kestra Advisory Services, LLC 0.35% Reduce -2.1% 1,502,910 $107.1M
Elwood & Goetz Wealth Advisory Group, LLC 15.61% Add +5.9% 1,480,541 $105.5M
Range Advisory, LLC 12.56% Add +40.8% 1,480,458 $105.5M
Arbor Investment Advisors, LLC 11.79% Add +1.2% 1,462,274 $104.2M
New York Life Investment Management LLC 0.72% Add +27.0% 1,446,949 $103.1M
Peapack Gladstone Financial Corp. 1.18% Add +8.0% 1,441,430 $102.7M
Waverly Advisors, LLC 0.58% Reduce -1.4% 1,397,237 $99.6M
Patriot Investment Management Group, Inc. 5.76% Add +1.0% 1,394,427 $99.4M
Fulton Breakefield Broenniman LLC 5.69% Add +13.7% 1,355,730 $96.6M
Arvest Bank Trust Division 4.68% Add +0.3% 1,347,312 $96.0M
Choreo, LLC 1.04% Add +0.1% 1,334,367 $95.1M
Mission Wealth Management, LP 1.18% Add +8.6% 1,325,531 $94.4M
Chai Trust Co. LLC 6.49% Add +24.8% 1,325,001 $94.4M
Keel Point, LLC 5.56% Add +17.1% 1,321,242 $94.1M
Sofi Wealth, LLC 3.60% Add +5.0% 1,254,919 $89.4M
Planning Alternatives Ltd. 9.56% Add +0.8% 1,250,803 $89.1M
Lockheed Martin Investment Management Co. 3.52% No change 1,250,000 $89.1M
Wallington Asset Management, LLC 10.93% Reduce -0.3% 1,249,145 $89.0M
Klingman & Associates, LLC 3.78% Add +2.9% 1,245,724 $88.8M
Gilbert & Cook, Inc. 10.16% Reduce -1.1% 1,239,039 $88.3M
Human Investing LLC 11.30% Add +1.2% 1,223,127 $87.1M
Connable Office Inc. 7.65% Reduce -3.2% 1,219,655 $86.9M
Bessemer Group Inc. 0.12% Add +310.9% 1,211,354 $86.3M
Nicolet Bankshares Inc. 2.71% Add +14.0% 1,188,926 $85.3M
Bokf, NA 1.17% Add +5.5% 1,190,853 $84.8M
Vestmark Advisory Solutions, Inc. 0.79% Add +7.7% 1,186,398 $84.5M
Connecticut Wealth Management, LLC 3.12% Reduce -0.1% 1,184,896 $84.4M
Proffitt & Goodson Inc. 11.50% Reduce -0.2% 1,171,878 $83.5M
Simon Quick Advisors, LLC 3.32% Add +5.0% 1,153,049 $82.2M
LVW Advisors, LLC 7.02% Reduce -2.5% 1,140,123 $81.2M
Atria Investments, Inc 0.81% Add +9.4% 1,138,763 $81.1M
Thrivent Financial for Lutherans 0.14% Reduce -10.7% 1,138,865 $81.1M
Exchange Traded Concepts, LLC 0.40% Add +25.5% 1,137,280 $81.0M
Signal Advisors Wealth, LLC 4.24% Add +31.9% 1,136,261 $81.0M
Compound Planning, Inc. 2.11% Add +4.2% 1,134,424 $80.8M
Brookstone Capital Management 0.81% Add +8.1% 1,133,889 $80.8M
Adventist Health System/ West 12.63% No change 1,131,440 $80.6M
Vision Capital Management, Inc. 9.20% Reduce -2.3% 1,131,158 $80.6M
Legacy Private Trust Co. 4.49% Add +0.4% 1,127,134 $80.3M
Beacon Investment Advisory Services, Inc. 2.96% Add +7.9% 1,118,625 $79.7M
Whittier Trust Co. of Nevada Inc. 1.48% Add +1.4% 1,119,310 $79.2M
Ellenbecker Investment Group 9.21% Add +8.1% 1,110,314 $79.1M
Sageworth Trust Co 3.10% Add +2.3% 1,104,193 $78.7M
Signaturefd, LLC 1.05% Reduce -1.4% 1,102,572 $78.6M
WestHill Financial Advisors, Inc. 13.27% Add +0.0% 1,094,124 $78.0M
Moody National Bank Trust Division 6.43% Reduce -1.9% 1,090,008 $77.7M
Sepio Capital, LP 3.86% Add +2.0% 1,076,537 $76.7M
Tanager Wealth Management LLP 6.66% Reduce -4.8% 1,074,057 $76.5M
Oakwell Private Wealth Management, LLC 12.55% Reduce -5.8% 1,062,292 $75.7M
Kathmere Capital Management, LLC 3.97% Add +3.9% 1,048,879 $74.7M
Trilogy Capital Inc. 2.91% Add +0.9% 1,046,829 $74.6M
Auto-Owners Insurance Co 1.68% Reduce -11.3% 1,045,750 $74.5M
Strategic Investment Advisors / MI 4.46% Reduce -0.0% 1,034,721 $73.7M
Steward Partners Investment Advisory, LLC 0.38% Add +9.9% 1,031,472 $73.5M
West Financial Advisors, LLC 11.11% Reduce -4.0% 1,026,448 $73.1M
Kwmg, LLC 5.26% Add +2.5% 1,022,094 $72.8M
Vise Technologies, Inc. 0.82% Add +205.6% 1,020,670 $72.7M
Coyle Financial Counsel LLC 13.16% Add +1.5% 1,011,315 $72.1M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3.56% Add +10.3% 1,011,182 $72.0M
EverSource Wealth Advisors, LLC 2.43% Reduce -48.5% 1,010,101 $72.0M
Sanctuary Advisors, LLC 0.33% Add +31.2% 1,008,618 $71.9M
REAP Financial Group, LLC 12.00% Add +6.3% 986,146 $70.3M
Charles Schwab Trust Co 3.89% Reduce -5.1% 979,852 $69.8M
Strid Group, LLC 7.67% Add +31.3% 969,998 $69.1M
First Western Trust Bank 3.36% Add +3.9% 966,922 $68.9M
UMB Bank, n.a. 0.87% Reduce -0.5% 963,172 $68.6M
Arax Advisory Partners 0.45% Add +78.0% 961,454 $68.5M
Sequoia Financial Advisors, LLC 0.34% Add +0.4% 959,904 $68.4M
Clearstead Advisors, LLC 0.64% Reduce -38.7% 955,762 $68.1M
Lowe Brockenbrough & Co. Inc. 3.02% Add +4.2% 951,649 $67.8M
Welch & Forbes LLC 0.82% Reduce -2.1% 950,233 $67.7M
National Bank of Canada 0.06% Reduce -56.6% 943,131 $67.2M
Pine Ridge Advisers LLC 4.12% Reduce -4.8% 937,201 $66.8M
Arvest Investments, Inc. 8.07% Add +4.1% 936,830 $66.7M
Merit Financial Group, LLC 0.41% Add +0.1% 934,207 $66.6M
Alps Advisors Inc. 0.31% Reduce -19.6% 931,616 $66.4M
Quantinno Capital Management LP 0.08% Add +64.1% 926,704 $66.0M
Financial Advisors Network, Inc. 8.08% Add +3.6% 924,776 $65.9M
Focus Partners Advisor Solutions, LLC 0.55% Add +16.4% 911,024 $64.9M
Seaside Wealth Management, Inc. 16.01% Add +1.5% 908,819 $64.8M
Gemmer Asset Management LLC 4.34% Add +0.9% 906,069 $64.6M
Avion Wealth 11.97% Reduce -1.6% 902,866 $64.3M
EP Wealth Advisors, LLC 0.25% Add +3.7% 900,609 $64.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.94% Add +0.1% 899,556 $64.1M
Petredis Investment Advisors LLC 4.23% Add +0.6% 881,443 $62.8M
Mutual Advisors, LLC 1.18% Add +5.8% 878,870 $62.6M
Citizens Business Bank 9.42% Reduce -3.6% 877,904 $62.6M
Fort Washington Investment Advisors Inc. 0.31% Add +100.0% 875,725 $62.4M
Bryn Mawr Trust Advisors, LLC 2.72% Reduce -3.5% 875,203 $62.4M
Financial Synergies Wealth Advisors, Inc. 5.25% Reduce -4.6% 869,861 $62.0M
Heartwood Wealth Advisors LLC 4.78% Add +3.8% 863,734 $61.5M
Raffa Wealth Management, LLC 7.75% Add +10.4% 863,323 $61.5M
Riverpoint Wealth Management Holdings, LLC 11.28% Add +0.3% 861,421 $61.4M
Tiaa Trust, National Association 3.57% Add +1.8% 846,669 $60.3M
Inherent Management Corp. 23.41% Reduce -27.7% 846,437 $60.3M
Old Mission Investment Co LLC 12.56% Add +12.9% 845,497 $60.2M
Meeder Advisory Services, Inc. 2.20% Reduce -4.6% 844,316 $60.2M
Park Avenue Securities LLC 0.37% Reduce -2.4% 837,457 $59.7M
Advisors Capital Management, LLC 0.64% Add +23.6% 835,676 $59.5M
Jacobsen Capital Management 17.36% Reduce -4.8% 833,132 $59.4M
OLIO Financial Planning 14.69% Add +1.6% 830,924 $59.2M
Tectonic Advisors LLC 2.83% Add +4.0% 827,709 $59.0M
Chandler Asset Management, Inc. 8.29% Reduce -3.6% 825,723 $58.8M
Keener Financial Planning LLC 21.00% Add +2.7% 824,065 $58.7M
Grey Fox Wealth Advisors, LLC 9.19% Add +7.2% 822,286 $58.6M
Alesco Advisors, LLC, An ESL Co 1.32% Reduce -1.4% 808,390 $57.6M
Bluespring Wealth Management, LLC 1.10% Add +5952.0% 803,226 $57.2M
Summit Financial, LLC 0.63% Add +3.6% 803,015 $57.2M
Journey Advisory Group, LLC 4.34% Add +0.6% 796,992 $56.8M
Trust Co 5.12% Reduce -0.8% 796,341 $56.7M
World Investment Advisors 0.94% Add +0.0% 864,110 $56.7M
Consolidated Portfolio Review Corp 4.70% Reduce -5.6% 792,345 $56.5M
Whitcomb & Hess, Inc. 12.19% Add +1.7% 792,120 $56.4M
Lido Advisors, LLC 0.20% Reduce -37.9% 790,889 $56.4M
Parker Financial LLC 20.47% Reduce -1.7% 785,493 $56.0M
Natixis Advisors, LLC 0.06% Add +15.7% 785,715 $56.0M
Nadler Financial Group, Inc. 4.70% Add +4.1% 778,567 $55.5M
GP Brinson Investments LLC 22.63% No change 777,776 $55.4M
First Bank & Trust 8.14% Add +0.0% 776,743 $55.3M
Partners in Financial Planning 8.34% Reduce -2.2% 771,756 $55.0M
Noble Family Wealth, LLC 9.83% Add +7.8% 771,158 $54.9M
Concurrent Investment Advisors, LLC 0.47% Add +83.5% 770,910 $54.9M
Cliffwater LLC 13.64% Reduce -0.2% 768,881 $54.8M
Harbour Investments, Inc. 0.73% Add +13.6% 764,009 $54.4M
Hanson & Doremus Investment Management 5.53% Reduce -6.1% 762,468 $54.3M
TLT Family Holdco ULC 7.57% No change 748,200 $53.3M
Brooklyn FI, LLC 9.78% Add +3.5% 756,154 $53.3M
Roof Eidam Maycock Peralta, LLC 10.46% Add +2.8% 745,582 $53.1M
PACK Private Wealth, LLC 21.97% Add +0.6% 744,441 $53.0M
Matrix Trust Co 7.69% Add +0.9% 744,374 $53.0M
Beaird Harris Wealth Management, LLC 3.32% Add +0.1% 743,059 $52.9M
Perkins Coie Trust Co 8.72% Reduce -4.2% 738,394 $52.6M
Acorn Financial Advisory Services Inc. 6.97% Reduce -4.5% 736,827 $52.5M
Roble, Belko & Company, Inc 5.56% Add +0.5% 722,252 $51.5M
Mayport, LLC 7.98% Add +9.0% 721,836 $51.4M
SoundView Advisors Inc. 16.66% Add +3.3% 717,468 $51.1M
Financial Planning Navigators CORP 18.97% Reduce -1.9% 711,256 $50.7M
Wealth Management Strategies, Inc. 19.68% Add +5.8% 706,718 $50.4M
J.W. Cole Advisors, Inc. 0.86% New 703,640 $50.1M
Wolff Financial Management LLC 9.97% Reduce -2.8% 701,967 $50.0M
Nelson Capital Management, LLC 5.43% Add +1.2% 694,445 $49.5M
Rakuten Investment Management, Inc. 0.14% Reduce -9.6% 694,424 $49.2M
Bogart Wealth, LLC 1.69% Add +3.5% 690,345 $49.2M
Inlight Wealth Management, LLC 15.61% Add +8.2% 689,068 $49.1M
Financial Advisory Corp 6.51% Reduce -9.4% 688,765 $49.1M
Benjamin Edwards Inc. 0.45% Add +20.5% 687,056 $49.0M
Founders Financial Securities LLC 2.51% Add +3.4% 687,039 $49.0M
Gotham Asset Management 0.11% Add +24.7% 682,243 $48.6M
Permanent Capital Management, LP 6.44% Add +1.0% 675,379 $48.1M
Arlington Trust Co LLC 4.05% Reduce -21.8% 673,164 $48.0M
Wealth Architects, LLC 3.78% Reduce -19.5% 672,455 $47.9M
a16z Perennial Management, L.P. 3.84% Add +77.0% 667,483 $47.5M
Mesirow Financial Investment Management, Inc. 0.74% Reduce -0.1% 663,218 $47.3M
Operose Advisors LLC 9.13% Add +12.6% 662,889 $47.2M
Relyea Zuckerberg Hanson LLC 3.93% Add +9.2% 662,188 $47.2M
Manning & Napier Advisors LLC 0.60% Reduce -1.0% 660,508 $47.1M
Attessa Capital LLC 21.11% Add +4.4% 660,376 $47.1M
Segall Bryant & Hamill, LLC 0.55% Add +23.1% 655,790 $46.7M
Brandes Investment Partners, LP 0.33% New 651,601 $46.4M
Discipline Wealth Solutions, LLC 4.03% Add +22.5% 647,837 $46.2M
Choate Investment Advisors 0.81% Add +4.0% 647,439 $46.1M
Galvin, Gaustad & Stein, LLC 3.44% Add +1.6% 646,109 $46.0M
Avior Wealth Management, LLC 1.21% Add +0.5% 645,233 $45.8M
Ameritas Investment Partners, Inc. 1.22% Reduce -3.4% 640,478 $45.6M
Cibc World Market Inc. 0.08% Reduce -2.1% 637,314 $45.4M
Composition Wealth, LLC 0.53% Reduce -23.9% 636,809 $45.4M
Cahill Financial Advisors Inc. 4.34% Add +1.0% 634,911 $45.2M
Okabena Investment Services Inc. 8.08% Add +15.3% 634,862 $45.2M
Horizon Investments, LLC 0.49% Reduce -47.8% 632,387 $45.1M
Penobscot Wealth Management 12.04% Add +1.3% 631,743 $45.0M
Wiser Wealth Management, Inc 8.59% Add +1.9% 630,260 $44.9M
Global Retirement Partners, LLC 0.68% — 625,958 $44.6M
Integris Wealth Management, LLC 8.97% Add +1.4% 623,449 $44.4M
Sage Mountain Advisors LLC 2.73% Add +10.7% 622,002 $44.3M
SilverOak Wealth Management LLC 5.70% Add +8.2% 621,712 $44.3M
Windward Private Wealth Management Inc. 14.12% Add +0.3% 619,357 $44.1M
Wellington Management Group LLP 0.01% Reduce -70.3% 619,038 $44.1M
JRM Investment Counsel, LLC 10.74% Reduce -2.1% 618,971 $44.1M
1ST Source Bank 1.99% Add +2.6% 616,372 $43.9M
Evolution Advisers, Inc. 16.14% Add +3.0% 616,125 $43.9M
Conrad Siegel Investment Advisors, Inc. 7.13% Reduce -2.8% 614,911 $43.8M
RPTC Inc. 7.33% Reduce -0.7% 611,154 $43.5M
Ellevest, Inc. 5.13% Add +1.8% 615,440 $43.5M
Leavell Investment Management, Inc. 1.59% Add +4.6% 609,022 $43.4M
Weitzel Financial Services, Inc. 14.75% Add +0.8% 614,381 $43.4M
Praetorian Wealth Management, Inc. 7.47% Add +0.6% 607,698 $43.3M
NerdWallet Wealth Partners, LLC 14.90% Add +18.9% 607,015 $43.2M
Bar Harbor Wealth Management 2.31% Add +0.7% 603,744 $43.0M
Cascade Financial Partners, LLC 3.71% Reduce -2.1% 599,843 $42.7M
VestGen Advisors, LLC 1.25% Reduce -4.3% 598,073 $42.6M
O'shaughnessy Asset Management, LLC 0.20% Add +18.6% 597,337 $42.6M
William Mack & Associates, Inc. 14.99% Add +54.7% 596,739 $42.5M
Meridian Management Co. 9.45% Reduce -2.0% 590,999 $42.1M
Cantor Fitzgerald Investment Advisors L.P. 2.83% Reduce -0.7% 589,493 $42.0M
D'Orazio & Associates, Inc. 4.84% Add +2.4% 586,614 $41.8M
Guardian Wealth Advisors, LLC / NC 2.37% Add +2.0% 586,087 $41.8M
BIP Wealth, LLC 1.18% Add +2698.3% 586,010 $41.8M
Mascoma Wealth Management LLC 7.67% Add +1.6% 580,644 $41.4M
Apriem Advisors 3.57% Add +1.4% 578,734 $41.2M
Valeo Financial Advisors, LLC 0.87% Add +3.4% 578,442 $41.2M
Avidian Wealth Enterprises, LLC 1.14% Add +1.4% 575,288 $41.0M
Precedent Wealth Partners, LLC 6.81% Add +13.2% 574,081 $40.9M
Caprock Group, LLC 0.78% New 571,191 $40.7M
Kestra Private Wealth Services, LLC 0.45% Reduce -0.4% 567,803 $40.5M
Wealthcare Advisory Partners LLC 0.76% Reduce -2.7% 565,404 $40.3M
Mosaic Family Wealth Partners, LLC 2.72% Add +8.6% 564,827 $40.2M
Cambridge Advisors Inc. 6.82% Add +6.2% 556,878 $39.7M
Arcadia Wealth Management, LLC 12.42% Reduce -0.7% 555,333 $39.6M
Savvy Advisors, Inc. 0.84% Add +4.1% 553,981 $39.5M
Wealthspire Retirement, LLC 2.15% Add +49.9% 551,337 $39.3M
Fairview Capital Investment Management, LLC 2.06% Add +1.3% 548,929 $39.1M
Abacus Planning Group, Inc. 4.83% Add +3.7% 547,917 $39.0M
Argent Trust Co 1.13% Add +15.1% 547,446 $39.0M
Tidal Investments LLC 0.09% Reduce -7.2% 545,234 $38.8M
Parallel Advisors, LLC 0.59% Add +3.3% 543,085 $38.7M
Atlantic Union Bankshares Corp 0.64% Reduce -3.2% 540,385 $38.5M
Cordant, Inc. 13.81% Add +0.3% 538,283 $38.4M
Continuum Wealth Advisors, LLC 12.92% Add +62.4% 537,227 $38.3M
JNBA Financial Advisors 2.89% Add +2.6% 535,325 $38.1M
Sovereign Financial Group, Inc. 5.83% Add +0.3% 534,696 $38.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -19.8% 533,340 $38.0M
Morton Brown Family Wealth, LLC 8.60% Add +5.0% 532,635 $38.0M
Fiduciary Wealth Partners, LLC 20.88% Reduce -2.4% 532,351 $37.9M
McKinley Carter Wealth Services, Inc. 1.96% Add +1.1% 531,768 $37.9M
Ashton Thomas Private Wealth, LLC 0.79% Add +11.8% 531,764 $37.9M
Advocate Group LLC 5.68% Reduce -2.0% 529,920 $37.8M
Founders Grove Wealth Partners, LLC 7.50% Reduce -3.5% 527,002 $37.5M
Integrated Wealth Concepts LLC 0.25% Add +10.9% 526,426 $37.5M
Eagle Strategies LLC 3.73% Add +125.3% 526,378 $37.5M
VPR Management LLC 15.04% No change 525,600 $37.4M
Intrust Bank NA 2.76% Reduce -2.9% 525,414 $37.4M
Abound Wealth Management 7.38% Reduce -0.1% 521,591 $37.2M
Affiance Financial, LLC 5.34% Reduce -0.3% 520,621 $37.1M
Cardiff Park Advisors, LLC 2.87% Reduce -1.1% 519,321 $37.0M
Prosperity Advisers, LLC 26.73% Add +1.4% 518,133 $36.9M
First PREMIER Bank 5.97% Add +448.6% 518,011 $36.9M
Equita Financial Network, Inc. 10.22% Add +1.2% 516,519 $36.8M
Elevation Point Wealth Partners, LLC 0.68% Add +30.0% 514,683 $36.7M
Northeast Investment Management 1.35% Add +5.9% 512,747 $36.5M
Stephens Inc. 0.41% Reduce -0.3% 510,238 $36.4M
JFS Wealth Advisors, LLC 1.81% Reduce -0.3% 508,227 $36.2M
Franklin, Parlapiano, Turner & Welch, LLC 8.19% Add +89.2% 508,061 $36.2M
Fiera Capital Corp 0.13% Add +12.9% 506,560 $36.1M
Tompkins Financial Corp. 2.53% Reduce -25.0% 506,473 $36.1M
AdvisorNet Financial, Inc 1.64% Add +1.8% 502,897 $35.8M
Axxcess Wealth Management, LLC 0.57% Add +3.6% 500,268 $35.6M
Consilio Wealth Advisors, LLC 8.52% Add +3.1% 498,983 $35.6M
Diversify Advisory Services, LLC 0.60% Add +6336.7% 506,314 $35.4M
Diversify Wealth Management, LLC 0.60% Add +27.1% 506,314 $35.4M
GHP Investment Advisors, Inc. 1.30% Reduce -1.6% 496,567 $35.4M
Ballentine Capital Advisors, Inc 13.32% Reduce -2.7% 496,007 $35.3M
Private Advisor Group, LLC 0.16% Reduce -63.3% 495,812 $35.3M
Principal Securities, Inc. 0.43% Reduce -0.7% 495,560 $35.3M
Aufman Associates Inc 14.01% Reduce -2.7% 493,332 $35.1M
Cypress Financial Planning LLC 8.56% Add +0.5% 490,368 $34.9M
Garde Capital, Inc. 1.55% Reduce -1.5% 486,096 $34.6M
Level Financial Advisors 7.73% Add +7.6% 485,706 $34.6M
Franklin Resources Inc. 0.01% Add +4.6% 482,526 $34.4M
VCI Wealth Management LLC 8.62% Add +7.0% 482,387 $34.4M
Berkshire Money Management, Inc. 3.13% Add +5.7% 481,545 $34.3M
Montis Financial, LLC 6.98% Reduce -2.4% 478,810 $34.1M
Geneos Wealth Management Inc. 0.69% Add +3.7% 474,958 $33.8M
SigFig Wealth Management, LLC 0.90% Reduce -0.5% 476,632 $33.8M
Myecfo, LLC 12.70% Add +3.8% 472,297 $33.7M
Axos Invest Inc. 24.41% Reduce -10.5% 468,067 $33.3M
Ieq Capital, LLC 0.15% Reduce -15.9% 467,923 $33.3M
1900 Wealth Management LLC 1.84% Add +0.4% 464,462 $33.1M
Capital Advisors Inc. 0.49% Add +87.2% 463,206 $33.0M
Bellwether Advisors, LLC 4.87% New 461,032 $32.8M
Zhang Financial LLC 0.95% Add +28.4% 457,396 $32.6M
Pittenger & Anderson Inc. 1.17% Add +0.3% 457,159 $32.6M
NorthRock Partners, LLC 0.47% Reduce -1.8% 453,208 $32.3M
American Trust 2.48% Reduce -1.8% 451,981 $32.2M
United Financial Planning Group LLC 16.31% Add +3.4% 450,640 $32.1M
Hassell Wealth Management, LLC 9.85% Add +1.3% 456,440 $32.1M
TrustBank 10.89% Add +9.9% 450,418 $32.1M
McMorgan & Co. LLC 4.83% Reduce -16.0% 450,130 $32.1M
Allworth Financial LP 0.14% Reduce -47.1% 449,757 $32.0M
Heritage Trust Co 2.77% Add +0.9% 448,608 $32.0M
Kaydan Wealth Management, Inc. 9.70% Add +0.7% 446,720 $31.8M
Brown Wealth Management, LLC 7.10% Add +1.7% 445,636 $31.8M
Focus Financial Network, Inc. 0.98% Add +5.3% 445,510 $31.7M
Ni Acquisitions Company, LLC 13.46% — 442,574 $31.5M
71 West Capital Partners 1.09% Reduce -1.0% 441,918 $31.5M
Beirne Wealth Consulting Services, LLC 6.26% Reduce -6.8% 441,569 $31.5M
Advisory Services Network, LLC 0.36% Add +5.9% 440,370 $31.4M
Kopp Family Office, LLC 19.17% Reduce -0.2% 439,108 $31.3M
Libra Wealth LLC 7.97% Reduce -0.7% 437,774 $31.2M
Hurlow Wealth Management Group, Inc. 6.47% Reduce -0.1% 436,379 $31.1M
LBMC Investment Advisors, LLC 1.69% Add +0.8% 435,092 $31.0M
QRG Capital Management, Inc. 0.25% Add +17.1% 433,363 $30.9M
Up Strategic Wealth Investment Advisors LLC 18.35% Add +3.3% 425,817 $30.8M
Kanawha Capital Management LLC 2.00% Add +0.8% 431,372 $30.7M
Pinnacle Associates Ltd. 0.33% Add +0.3% 429,486 $30.6M
Modern Wealth Management, LLC 0.36% Add +0.8% 428,798 $30.6M
Causeway Capital Management LLC 0.33% Reduce -42.0% 427,314 $30.4M
Zuckerman Investment Group, LLC 2.59% Add +0.0% 427,105 $30.4M
Per Stirling Capital Management, LLC. 2.86% Reduce -3.8% 421,536 $30.0M
Jordan Park Group LLC 1.52% Reduce -1.3% 421,224 $30.0M
Stephenson & Company, Inc. 14.03% Add +4.7% 420,205 $29.9M
Fiduciary Group, LLC 2.35% Add +0.7% 420,185 $29.9M
Prime Buchholz LLC 10.76% Add +0.5% 418,911 $29.8M
Salomon & Ludwin, LLC 2.45% Reduce -0.4% 423,984 $29.8M
Cornerstone Wealth Advisors, Inc. 6.22% Reduce -1.6% 416,823 $29.7M
Bear Mountain Capital, Inc. 8.59% Add +1.3% 420,237 $29.7M
Claro Advisors Inc. 3.11% Reduce -2.8% 415,569 $29.6M
Warwick Investment Management, Inc. 3.31% Add +38.5% 413,994 $29.5M
CFS Investment Advisory Services, LLC 1.96% Add +25.3% 414,301 $29.3M
Drive Wealth Management, LLC 5.22% Reduce -1.1% 411,307 $29.3M
Fifth Third Securities, Inc. 1.65% Reduce -1.9% 404,895 $28.8M
Waterford Advisors, LLC 7.87% Add +1.9% 404,761 $28.8M
Twele Capital Management, Inc. 4.71% Reduce -2.4% 404,555 $28.8M
Principal Financial Group Inc. 0.01% Reduce -6.5% 403,894 $28.8M
Balentine LLC 1.02% Add +0.2% 403,837 $28.8M
Perigon Wealth Management, LLC 0.46% Add +15.3% 403,485 $28.7M
Peak Retirement Planning, Inc. 4.55% Reduce -10.0% 403,062 $28.7M
KRM Wealth Management L.L.C. 12.59% Add +10.4% 401,505 $28.6M
Level Wealth Management LLC 11.40% Add +7.1% 399,419 $28.5M
Intergy Private Wealth, LLC 6.57% Add +0.2% 399,211 $28.4M
Rossmore Private Capital 2.30% Add +2.6% 396,688 $28.3M
Equitable Holdings, Inc. 0.17% Reduce -32.8% 395,185 $28.2M
Brucke Financial, Inc. 12.44% Add +7.2% 392,895 $28.0M
Dravo Bay LLC 9.66% Add +8.3% 391,609 $27.9M
Anderson Hoagland & Co. 2.18% Reduce -3.0% 390,820 $27.8M
Fairway Wealth LLC 6.30% Add +4.3% 386,634 $27.5M
Pinnacle Wealth Management Advisory Group, LLC 1.63% Reduce -0.8% 384,653 $27.4M
Amara Financial, Llc. 16.36% Add +6.3% 383,828 $27.3M
Northern Lights Advisors, Inc. 14.86% Add +2.0% 383,239 $27.3M
Capital Asset Advisory Services LLC 0.99% Add +4.7% 383,119 $27.3M
United Capital Financial Advisors, LLC 0.15% Reduce -3.3% 381,818 $27.2M
Plancorp, LLC 0.66% Add +5.8% 390,029 $27.2M
Buck Wealth Strategies, LLC 2.84% Add +1.0% 381,159 $27.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.19% New 379,404 $27.0M
Simmons Bank 1.53% Reduce -5.1% 376,964 $26.9M
Fort Point Capital Partners LLC 2.87% Add +12.1% 376,910 $26.9M
One Degree Advisors Inc 5.96% Add +1.1% 379,221 $26.7M
Burkett Financial Services, LLC 8.33% Reduce -1.2% 373,697 $26.6M
Park Place Capital Corp 4.22% Add +3.6% 372,843 $26.6M
OpenArc Corporate Advisory, LLC 0.32% Add +26.7% 372,838 $26.6M
Hudock, Inc. 3.40% Add +0.2% 372,797 $26.6M
Clark Estates Inc. 6.10% New 371,060 $26.4M
Gill Capital Partners, LLC 6.97% Add +6.3% 369,453 $26.3M
Aspen Grove Capital, LLC 3.77% Add +1.0% 367,542 $26.2M
Vident Advisory, LLC 0.19% Reduce -36.5% 366,465 $26.1M
Vanguard National Trust Co 1.42% Add +2.1% 365,183 $26.0M
Orin Green Financial, LLC 9.59% Reduce -1.2% 364,728 $26.0M
Guardian Wealth Advisors, LLC 12.95% Add +0.1% 363,141 $25.9M
XY Planning Network, Inc. 3.25% Add +31.7% 363,090 $25.9M
Applied Capital LLC 8.20% Add +5.7% 357,083 $25.4M
DMKC Advisory Services, LLC 4.79% Add +411.2% 356,354 $25.4M
American Money Management, LLC 3.62% Add +2.9% 355,550 $25.3M
Chesley Taft & Associates LLC 0.98% Add +4.7% 355,041 $25.3M
Procyon Advisors, LLC 1.09% Reduce -5.0% 354,425 $25.3M
Chilton Capital Management LLC 0.80% Reduce -0.2% 354,201 $25.2M
Motive Wealth Advisors 10.36% Add +2.1% 353,513 $25.2M
Signal Tree Financial Partners LLC 16.59% Add +3.0% 351,380 $25.0M
Texas Capital Bank Wealth Management Services Inc 1.34% Add +2.0% 350,814 $25.0M
Echo45 Advisors LLC 12.89% Reduce -0.5% 350,353 $25.0M
Payne Capital Management, LLC 6.64% Reduce -0.5% 349,447 $24.9M
Arkadios Wealth Advisors 0.38% Reduce -5.6% 347,637 $24.8M
Aletheian Wealth Advisors LLC 10.52% Add +6.3% 345,857 $24.6M
Crestmont Private Wealth LLC 6.90% Add +32.0% 345,012 $24.6M
Penney Financial, LLC 8.53% Reduce -0.4% 342,359 $24.4M
Stratos Wealth Partners, LTD. 0.25% Add +13.5% 341,708 $24.3M
PFG Private Wealth Management, LLC 10.48% Reduce -12.9% 339,630 $24.2M
TriCert Investment Counsel Inc. 2.25% — 339,367 $24.2M
First Manhattan Co. Llc. 0.06% Add +13.9% 335,605 $23.9M
Portland Global Advisors LLC 2.27% Add +2.7% 335,574 $23.9M
Warner Financial, Inc. 6.99% Add +2.8% 333,534 $23.8M
Vilga Financial Planning LLC 17.92% Add +4.6% 331,981 $23.7M
DiPaolo Financial Group, Inc. 15.43% Add +0.4% 331,457 $23.6M
Bradley Foster & Sargent Inc. 0.33% Reduce -1.7% 331,101 $23.6M
Rinkey Investments 5.54% Add +6.5% 330,467 $23.5M
Kearns & Associates LLC 10.93% Add +1.1% 328,694 $23.4M
Transamerica Financial Advisors, LLC 1.98% Reduce -7.5% 328,675 $23.4M
Accredited Investors Inc. 1.01% Reduce -3.1% 328,571 $23.4M
IFP Advisors, Inc 0.42% Add +22.7% 327,485 $23.3M
Coastline Trust Co 2.07% Add +13.5% 327,318 $23.3M
Raelipskie Partnership 8.76% Reduce -2.5% 325,631 $23.2M
Kaleidoscope Capital LP 8.56% Add +0.5% 324,922 $23.2M
YANKCOM Partnership 8.27% Add +7.8% 323,586 $23.1M
Jmac Enterprises LLC 3.87% Add +10.9% 322,686 $23.0M
Aspire Private Capital, LLC 4.75% Reduce -1.5% 322,565 $23.0M
Arcataur Capital Management LLC 5.67% Reduce -0.2% 321,096 $22.9M
Bleakley Financial Group, LLC 0.29% Add +17.8% 320,883 $22.9M
HT Partners LLC 6.32% Reduce -2.0% 320,380 $22.8M
Atmos Advisory, LLC 11.92% Add +1.1% 319,977 $22.8M
Steffes Financial, Ltd. 9.83% Add +11.8% 319,617 $22.8M
Telos Capital Management, Inc. 1.99% Reduce -1.7% 316,442 $22.5M
True North Advisors, LLC 2.15% Add +10.5% 316,111 $22.5M
Regal Investment Advisors LLC 1.17% Add +0.9% 315,638 $22.5M
MBM Wealth Consultants, LLC 4.33% Add +8.1% 314,916 $22.4M
Bay Harbor Wealth Management, LLC 5.17% Reduce -1.9% 314,757 $22.4M
Sand Hill Global Advisors, LLC 0.67% Reduce -2.4% 314,123 $22.4M
Turtle Creek Wealth Advisors, LLC 1.18% Add +41.4% 313,295 $22.3M
Bailard, Inc. 0.45% Add +1.4% 311,806 $22.2M
Scott Capital Advisors, LLC 3.48% Add +287.6% 311,565 $22.2M
Marathon Mission, Inc. 11.07% Add +1.4% 311,245 $22.2M
HB Wealth Management, LLC 0.12% Add +4.9% 309,577 $22.1M
Hopwood Nicholas Hunter 6.04% Add +0.7% 308,894 $22.0M
Ausdal Financial Partners, Inc. 0.86% Add +6.3% 307,522 $21.9M
Latigo Investments, LLC 9.75% No change 306,975 $21.9M
Unconventional Investor, LLC 9.04% Add +6.2% 306,567 $21.8M
Sanchez Levi Garrett 11.83% Add +4.8% 305,851 $21.8M
Rodgers & Associates, LTD 1.98% Reduce -0.7% 305,643 $21.8M
Thayer Partners, LLC / MA 9.01% Reduce -3.4% 305,387 $21.8M
Summit Wealth Group, LLC 4.41% Add +0.6% 303,158 $21.6M
Cherry Tree Wealth Management, LLC 4.06% Add +0.4% 302,571 $21.6M
Fifth Third Wealth Advisors LLC 0.60% Add +20.3% 299,510 $21.3M
Oppenheimer & Co. Inc. 0.23% Add +9.1% 298,618 $21.3M
Waterloo Capital, L.P. 1.20% Add +0.1% 298,504 $21.3M
Arlington Partners LLC 38.35% Add +7.3% 298,007 $21.2M
BNP Paribas Financial Markets 0.01% Reduce -1.6% 296,857 $21.2M
Stratos Investment Management, LLC 0.76% Add +18.2% 296,208 $21.1M
CoreCap Advisors, LLC 0.62% Add +1.6% 296,078 $21.1M
CSM Advisors, LLC 0.45% Reduce -7.1% 294,443 $21.0M
Evercore Wealth Management, LLC 0.30% Add +22.5% 294,405 $21.0M
Camden National Bank 2.73% Add +2.0% 294,267 $21.0M
Hillcrest Wealth Advisors - NY, LLC 7.49% Reduce -0.5% 293,551 $20.9M
Ade, LLC 8.83% Add +3.8% 293,441 $20.9M
Signature Estate & Investment Advisors LLC 0.38% Reduce -0.6% 293,192 $20.9M
National Philanthropic Trust 0.30% Reduce -12.5% 292,015 $20.8M
Investment Partners, LTD. 6.49% Add +4.9% 291,283 $20.8M
TrueWealth Financial Partners 8.57% Add +1.6% 290,931 $20.7M
Whitegate Investment Counselors, Inc. 5.88% Add +1.7% 289,753 $20.6M
Brindle & Bay Financial Advisors, LLC 10.32% Add +8.3% 289,637 $20.6M
Omnia Family Wealth, LLC 5.52% Add +0.5% 289,029 $20.6M
RFG Advisory, LLC 0.32% Reduce -22.6% 288,751 $20.6M
White Wing Wealth Management 10.71% Add +1.2% 288,188 $20.5M
Enclave Advisors LLC 2.68% Add +6.1% 288,183 $20.5M
Sterling Wealth Management, Inc. 5.05% Add +0.0% 284,974 $20.3M
Advisor OS, LLC 1.35% Reduce -21.1% 284,318 $20.3M
Sax Wealth Advisors, LLC 0.82% Add +148.3% 316,001 $20.2M
Cambridge Capital Management, LLC 7.66% Reduce -2.2% 282,735 $20.1M
Kings Path Partners LLC 5.33% Add +17.4% 280,883 $20.0M
Matrix Asset Advisors Inc. 1.63% Add +7.7% 280,863 $20.0M
Refined Wealth Management 12.05% Add +0.2% 280,248 $20.0M
Asset Allocation Strategies LLC 3.05% Reduce -8.7% 278,220 $19.8M
Smith, Moore & Co. 1.28% Reduce -0.7% 277,047 $19.7M
Ritholtz Wealth Management 0.29% Reduce -6.3% 276,732 $19.7M
Carrera Capital Advisors 2.92% Add +2.7% 276,585 $19.7M
Flputnam Investment Management Co. 0.23% Reduce -4.9% 275,711 $19.6M
Apollon Wealth Management, LLC 0.24% Add +30.0% 274,895 $19.6M
Friends of the Cornell Lab of Ornithology, Inc. 15.75% Add +2.6% 273,651 $19.5M
Battery Global Advisors, LLC 9.74% Reduce -1.7% 273,246 $19.5M
Greenwood Gearhart LLC 0.91% Reduce -63.5% 273,107 $19.5M
Integrated Wealthcare, LLC 14.52% Add +1.6% 272,829 $19.4M
1834 Investment Advisors Co. 2.20% Add +16.5% 272,328 $19.4M
Green Ridge Wealth Planning LLC 8.15% Add +9.9% 271,931 $19.4M
AE Wealth Management LLC 0.09% Add +10.9% 271,691 $19.4M
Rareview Capital LLC 10.79% Add +7.3% 338,468 $19.3M
Triad Wealth Partners, LLC 1.14% Add +89.2% 271,173 $19.3M
Riversedge Advisors, LLC 2.54% Reduce -1.3% 268,893 $19.2M
MJP Associates Inc. 2.10% Reduce -10.3% 268,808 $19.2M
Rialto Wealth Management, LLC 3.77% Reduce -1.2% 267,585 $19.1M
Gordian Advisors LLC 11.18% Add +0.2% 266,782 $19.0M
Wealth Forward, LLC 9.45% Add +1.0% 266,252 $19.0M
Topsail Wealth Management, LLC 2.42% Add +0.0% 265,553 $18.9M
Towerpoint Wealth, LLC 6.57% Add +3.8% 265,509 $18.9M
Western Reserve Capital Management, LLC 14.01% Add +3.1% 265,276 $18.9M
Dynamic Advisor Solutions LLC 0.54% Reduce -0.3% 264,808 $18.9M
MSH Capital Advisors LLC 3.26% Add +8.7% 262,705 $18.7M
Rochester Wealth Strategies, LLC 10.34% Add +3.9% 262,284 $18.7M
Parkwood LLC 1.34% No change 262,127 $18.7M
Keystone Global Partners, LLC 7.10% Add +5.4% 261,939 $18.7M
Gould Capital, LLC 10.34% Add +0.6% 260,383 $18.6M
Allstreet Capital Advisors LLC 12.04% Add +2.4% 259,789 $18.5M
Meridian Wealth Advisors, LLC 2.10% Add +19.3% 259,612 $18.5M
Smith & Howard Wealth Management, LLC 3.78% Reduce -1.0% 257,741 $18.4M
REDW Wealth LLC 6.55% Reduce -4.0% 256,551 $18.3M
Hilltop Wealth Advisors, LLC 9.11% Reduce -0.1% 255,515 $18.2M
Brighton Jones LLC 0.34% Reduce -0.8% 255,269 $18.2M
FMA Wealth Management, LLC 11.56% Reduce -2.5% 253,441 $18.1M
Tandem Financial, LLC 5.78% Add +20.9% 251,962 $18.0M
Aspiriant, LLC 0.44% Add +4.2% 251,128 $17.9M
Hiley Hunt Wealth Management 7.05% Reduce -0.2% 250,564 $17.9M
Old Mission Capital LLC 0.45% Reduce -72.0% 247,963 $17.7M
FF Advisors,LLC 6.60% Add +0.7% 247,306 $17.6M
Central Bank & Trust Co. 2.50% Add +0.6% 247,202 $17.6M
Vavra Capital Management, LLC 15.33% Add +0.5% 245,820 $17.5M
Lodestar Private Asset Management LLC 1.51% Add +3.5% 244,928 $17.5M
Moller Wealth Partners 3.15% Reduce -1.2% 244,220 $17.4M
Integrity Wealth Solutions LLC 6.42% Add +0.2% 243,750 $17.4M
Miller Investment Management, LP 1.59% Add +19.1% 243,657 $17.4M
TMB Capital Partners, LLC 5.34% Add +1.2% 240,270 $17.1M
HUB Investment Partners, LLC 0.31% Add +34.5% 238,898 $17.0M
First Horizon Corp. 0.65% Add +16.7% 237,847 $16.9M
Integrated Capital Management, LLC 6.10% Add +27.1% 237,724 $16.9M
SouthState Bank Corp 0.70% Add +23.2% 236,472 $16.8M
Etesian Wealth Advisors, Inc. 4.98% Add +1.1% 236,419 $16.8M
Beacon Financial Strategies CORP 8.33% Add +0.4% 235,150 $16.8M
Mackenzie Financial Corp. 0.02% Reduce -2.8% 234,811 $16.7M
Bristlecone Value Partners, LLC 13.45% Add +0.1% 234,679 $16.7M
Manske Wealth Management 4.15% Add +8.7% 234,410 $16.7M
Epacria Capital Partners, LLC 12.87% No change 234,089 $16.7M
Arrowroot Family Office, LLC 4.77% Add +8.1% 234,045 $16.7M
Staley Capital Advisers Inc. 0.65% Reduce -0.9% 232,941 $16.6M
InvesTrust 6.37% Add +0.3% 232,340 $16.6M
Financial Engines Advisors L.L.C. 0.03% Reduce -2.8% 232,243 $16.5M
NewSquare Capital LLC 1.23% Reduce -0.5% 231,783 $16.5M
Mgo One Seven LLC 0.27% Reduce -7.6% 229,104 $16.3M
Nwam LLC 0.82% Reduce -3.7% 228,862 $16.3M
Callan Family Office, LLC 0.32% Reduce -3.9% 228,443 $16.3M
P/E Global LLC 1.04% Reduce -1.7% 228,184 $16.3M
IF Advisors, LLC 10.69% Add +2.5% 228,160 $16.3M
Stone Summit Wealth LLC 4.12% Add +3.0% 227,588 $16.2M
Aerodigm Wealth, LLC 5.48% Reduce -1.9% 227,131 $16.2M
CVA Family Office, LLC 1.46% Add +12.9% 226,494 $16.1M
Goldstone Financial Group, LLC 1.47% Reduce -9.3% 226,374 $16.1M
Silvercrest Asset Management Group LLC 0.11% Add +0.4% 225,486 $16.1M
RFG Holdings, Inc. 3.37% Add +11.8% 225,297 $16.1M
Schneider Downs Wealth Management Advisors, LP 1.51% Add +2.9% 224,996 $16.0M
Trust Co. of Vermont 0.59% — 223,679 $15.9M
Avestar Capital, LLC 0.94% Add +0.7% 223,640 $15.9M
Sunesis Advisors, LLC 6.58% Reduce -7.3% 223,301 $15.9M
Fund Evaluation Group, LLC 0.43% Reduce -0.2% 222,587 $15.9M
Thrive Capital Management, LLC 2.97% Reduce -3.0% 221,270 $15.8M
Carroll Advisory Group, LLC 5.15% Add +47.1% 220,230 $15.7M
Objectivity Squared, LLC 8.79% Add +1.2% 219,127 $15.6M
Phoenix Wealth Advisors 5.26% Add +4.0% 218,785 $15.6M
EJMK Ventures LLC 7.07% Reduce -5.2% 218,568 $15.6M
Trust Co of the South 2.19% Add +1.0% 218,522 $15.6M
RiverGlades Family Offices LLC 7.14% Add +0.9% 218,465 $15.6M
Clarity Wealth Development LLC 8.63% Reduce -1.2% 218,102 $15.5M
Fca Corp. 3.82% Add +2.2% 217,915 $15.5M
Fonville Wealth Management LLC 2.52% Reduce -0.2% 216,924 $15.5M
Hohimer Wealth Management, LLC 1.60% Add +4.4% 216,543 $15.4M
Certuity, LLC 0.76% Add +17.6% 216,406 $15.4M
First National Bank of Omaha 0.43% Reduce -0.2% 215,798 $15.4M
Retirement Wealth Solutions LLC 8.42% Reduce -3.1% 214,420 $15.3M
Summit Global Investments 0.83% Add +17.5% 214,351 $15.3M
Ferguson Shapiro LLC 4.49% New 213,192 $15.2M
Perspective Wealth Advisors LLC 8.31% Add +651.9% 212,133 $15.1M
Empower Advisory Group, LLC 0.04% Add +2.1% 211,941 $15.1M
Live Oak Investment Partners 8.11% Add +2.5% 211,574 $15.1M
Associated Banc-Corp 0.36% Add +0.6% 211,295 $15.1M
Park National Corp. 0.42% Reduce -1.7% 210,568 $15.0M
Cornerstone Planning Group LLC 1.88% Reduce -3.2% 211,676 $14.9M
WESCAP Management Group, Inc. 2.78% Reduce -1.1% 209,256 $14.9M
Dynasty Wealth Management, LLC 0.11% Add +14.8% 209,011 $14.9M
Fairlight Advisors 12.08% — 207,889 $14.8M
Maripau Wealth Management LLC 5.25% Add +7.7% 206,301 $14.7M
Tenon Financial LLC 4.74% Add +0.4% 206,582 $14.7M
Redwood Investment Management, LLC 1.46% Add +5.0% 206,402 $14.7M
Snowden Capital Advisors LLC 0.35% Reduce -4.9% 206,300 $14.7M
SBI Securities Co., Ltd. 0.33% Reduce -4.1% 205,865 $14.7M
Fortitude Family Office, LLC 2.85% Reduce -1.9% 205,152 $14.6M
Parsons Capital Management Inc. 0.66% Add +2.3% 204,931 $14.6M
IMA Advisory Services, Inc. 0.91% Add +710.7% 204,646 $14.6M
DV Equities, LLC 2.11% — 204,520 $14.6M
Huntington National Bank 0.09% Reduce -1.7% 204,312 $14.6M
Gutierrez Wealth Advisory, LLC 8.41% Reduce -2.5% 204,214 $14.6M
Wind River Trust Co 4.88% No change 202,975 $14.5M
Pine Valley Investments Ltd Liability Co 0.61% Add +9.1% 202,032 $14.4M
Frisco Financial Planning LLC 10.83% Reduce -3.1% 201,714 $14.4M
Kitching Partners, LLC 12.31% Add +1.9% 201,100 $14.3M
Auour Investments LLC 4.09% Reduce -0.5% 200,386 $14.3M
First Citizens Bank & Trust Co. 0.21% Add +0.6% 200,123 $14.3M
Allspring Global Investments Holdings, LLC 0.02% Reduce -78.9% 202,400 $14.2M
Ferguson Wellman Capital Management, Inc. 0.17% Reduce -3.2% 199,518 $14.2M
Gallagher Fiduciary Advisors, LLC 0.47% Reduce -98.4% 198,842 $14.2M
Newport Capital Group, LLC 7.88% Add +10.7% 197,004 $14.0M
Seven Post Investment Office LP 3.98% Reduce -1.6% 196,873 $14.0M
Roundview Capital LLC 0.77% Add +11.1% 196,436 $14.0M
Forbes Financial Planning, Inc. 7.50% Reduce -0.4% 196,183 $14.0M
First Heartland Consultants, Inc. 0.90% Reduce -1.6% 194,806 $13.9M
IFG Advisors, LLC 1.91% Add +2.0% 194,702 $13.9M
Nisa Investment Advisors, LLC 0.04% No change 193,580 $13.8M
Cora Capital Advisors LLC 3.87% Add +4.6% 193,511 $13.8M
Western Wealth Management, LLC 0.45% Add +5.7% 193,126 $13.8M
K2 Financial Inc. 9.66% Add +0.7% 190,483 $13.7M
Capasso Planning Partners LLC 6.82% Reduce -1.8% 191,851 $13.7M
Ancora Advisors LLC 0.26% Add +22.5% 190,340 $13.6M
Blueprint Investment Partners LLC 1.13% Reduce -9.3% 190,313 $13.6M
Stewardship Advisors, LLC 2.82% Reduce -46.8% 190,303 $13.6M
Halbert Hargrove Global Advisors, LLC 0.59% Reduce -2.2% 190,170 $13.5M
Xcelsior Advisor Partners LLC 1.79% Reduce -0.7% 190,161 $13.5M
Birchbrook, Inc. 6.36% Reduce -3.1% 190,147 $13.5M
Ashton Thomas Securities, LLC 2.00% Reduce -1.2% 190,013 $13.5M
Duncan Williams Asset Management, LLC 3.04% Add +3.0% 189,403 $13.5M
Paulson Wealth Management Inc. 2.86% Add +6.4% 189,259 $13.5M
Pachira Investments Inc. 5.08% Add +19.7% 188,974 $13.5M
Creative Financial Designs Inc. 0.64% Add +16.9% 188,608 $13.4M
PFW Advisors LLC 3.91% Reduce -0.8% 188,437 $13.4M
Cerity Partners Retirement Plan Advisors LLC 5.61% Reduce -3.7% 189,205 $13.4M
Centennial Bank 4.30% Add +2.4% 187,432 $13.4M
Foundation Wealth Management, LLC\PA 4.01% Add +11.5% 186,479 $13.3M
CGN Advisors LLC 0.97% Reduce -9.0% 186,362 $13.3M
Ensign Peak Advisors, Inc 0.02% Reduce -16.3% 186,224 $13.3M
Elevated Capital Advisors, LLC 3.64% Add +0.4% 185,986 $13.3M
Black Diamond Financial, LLC 1.17% Add +0.3% 185,940 $13.2M
Ally Financial Inc. 1.70% New 185,000 $13.2M
Allianz Asset Management GmbH 0.01% Add +11.8% 184,930 $13.2M
Highview Capital Management LLC 3.79% Add +2.0% 184,673 $13.2M
Avant Financial Advisors LLC 8.17% Reduce -0.7% 184,168 $13.1M
Strategic Blueprint, LLC 0.66% Reduce -0.4% 184,164 $13.1M
Cape Cod Five Cents Savings Bank 1.07% — 184,134 $13.1M
Trace Wealth Advisors, LLC 8.56% Add +3.8% 183,718 $13.1M
DAVENPORT & Co LLC 0.07% Add +143.3% 182,435 $13.0M
Becker Capital Management Inc. 0.35% Add +9.4% 182,042 $13.0M
Grove Bank & Trust 1.28% Add +6.9% 181,706 $12.9M
Headinvest, LLC 2.41% Add +1.6% 181,699 $12.9M
Values Added Financial LLC 4.67% Reduce -0.7% 181,468 $12.9M
BKM Wealth Management, LLC 4.57% Reduce -11.0% 181,119 $12.9M
Dorsey & Whitney Trust CO LLC 0.63% Reduce -2.4% 181,076 $12.9M
Rockbridge Investment Management, LCC 1.05% Reduce -3.2% 180,917 $12.9M
Clarity Capital Advisors, LLC 5.39% Add +5.3% 180,541 $12.9M
Sterling Group Wealth Management, LLC 5.27% Reduce -0.4% 180,332 $12.8M
Frank, Rimerman Advisors LLC 0.73% Add +0.2% 180,120 $12.8M
Opus Capital Group, LLC 1.24% Add +0.9% 179,155 $12.8M
Aurelius Family Office LLC 5.02% Add +2.4% 178,831 $12.7M
Rose Capital Advisors LLC 6.83% — 178,645 $12.7M
Integrity Advisory Solutions, LLC 1.31% Reduce -0.4% 178,459 $12.7M
Timmons Wealth Management, LLC 9.28% Reduce -1.2% 177,973 $12.7M
Burling Wealth Partners, LLC 1.86% Add +25.2% 177,947 $12.7M
Integrated Advisors Network LLC 0.58% Add +3.0% 177,868 $12.7M
STAR Financial Bank 5.16% Add +13.5% 177,861 $12.7M
Prudent Man Advisors, LLC 2.90% Add +42.2% 171,924 $12.6M
Lanark Financial, Inc. 0.86% Add +4.1% 177,209 $12.6M
Penserra Capital Management LLC 0.10% Reduce -62.0% 176,154 $12.6M
First Bancorp, Inc 4.92% Add +3.0% 174,873 $12.5M
Prime Capital Investment Advisors, LLC 0.12% Add +9.9% 174,673 $12.4M
Johnson Bixby & Associates, LLC 1.38% Add +0.9% 173,940 $12.4M
Shotwell Rutter Baer Inc 6.80% Reduce -2.2% 173,769 $12.4M
Conning Inc. 0.39% Add +6.6% 173,517 $12.4M
Drucker Wealth 3.0, LLC 1.95% Reduce -8.8% 173,045 $12.3M
Main Street Financial Solutions, LLC 0.79% Add +1.0% 172,820 $12.3M
Lansing Street Advisors 2.62% Add +0.3% 172,618 $12.3M
Bricktown Capital, LLC 2.22% No change 172,264 $12.3M
Invst, LLC 1.20% Reduce -59.4% 172,171 $12.3M
Mittelman Wealth Management 8.11% Reduce -84.1% 35,179 $12.3M
Security Financial Services, INC. 1.69% Reduce -1.2% 171,163 $12.2M
Lexington Hill Partners, LLC 5.90% Add +17.5% 170,913 $12.2M
Gould Asset Management LLC 1.92% Reduce -5.2% 170,781 $12.2M
Twin Focus Capital Partners, LLC 1.24% Add +5.2% 170,727 $12.2M
Compton Wealth Advisory Group, LLC 2.45% No change 172,662 $12.1M
Kroeger Financial Partners 11.73% — 170,383 $12.1M
E&R Wealth Management, LLC 10.27% Add +7.0% 169,821 $12.1M
Elite Life Management LLC 14.15% Add +1.9% 167,050 $12.1M
Twin Cities Retirement Group LLC 10.30% Reduce -2.4% 168,827 $12.0M
Heritage Family Offices, LLP 4.64% Add +51.1% 168,696 $12.0M
Pacific Excel Wealth Advisors, Inc. 4.65% Add +4614.8% 168,696 $12.0M
Talon Private Wealth, LLC 1.40% Add +20.6% 167,699 $11.9M
Tilson Financial Group, Inc. 3.28% Add +3.5% 167,379 $11.9M
Tailwinds Wealth, LLC 7.03% Add +365.5% 167,051 $11.9M
Interactive Financial Advisors, Inc. 7.24% Add +1.1% 171,709 $11.9M
Piedmont Capital Management, LLC 7.24% Add +2.9% 166,333 $11.9M
Sigma Planning Corp 0.30% Reduce -10.0% 165,795 $11.8M
St. Louis Trust Co 1.35% Add +0.7% 508,456 $11.8M
Chilton Investment Co. Inc. 0.28% Add +0.0% 165,606 $11.8M
Tortoise Investment Management, LLC 0.88% Reduce -3.0% 165,461 $11.8M
Quattro Financial Advisors LLC 2.51% Add +0.0% 164,585 $11.7M
CWA Asset Management Group, LLC 0.36% Add +7.4% 163,511 $11.7M
New Hampshire Trust 2.19% Reduce -0.4% 163,157 $11.6M
Martel Wealth Advisors LLC 1.82% Reduce -4.3% 162,690 $11.6M
Tamar Securities, LLC 1.08% Add +11.5% 162,456 $11.6M
Jim Saulnier & Associates, LLC 4.65% Add +31.2% 162,238 $11.6M
Principia Wealth Advisory, LLC 5.77% Reduce -18.3% 162,058 $11.5M
Capital Analysts, LLC 0.27% Add +15.8% 161,947 $11.5M
Essex Financial Services, Inc. 0.57% Add +3.9% 161,295 $11.5M
Global Strategic Investment Solutions, LLC 1.03% Add +0.2% 160,701 $11.4M
Kraft, Davis & Associates, LLC 2.39% Reduce -1.0% 163,306 $11.4M
Mycio Wealth Partners, LLC 2.13% Add +0.4% 159,953 $11.4M
Root Financial Partners, LLC 0.44% Add +6.3% 159,948 $11.4M
KilterHowling LLC 5.10% Add +7.6% 159,796 $11.4M
Integrated Investment Consultants, LLC 2.23% Reduce -4.5% 158,654 $11.3M
First Financial Corp. 3.91% Add +0.8% 158,651 $11.3M
Elmwood Wealth Management, Inc. 2.82% Add +2.5% 158,401 $11.3M
Michelson Medical Research Foundation, Inc. 10.41% No change 158,160 $11.3M
Farnam Financial LLC 8.18% Add +17.1% 157,375 $11.2M
Fairman Group, LLC 8.80% Add +8.3% 157,226 $11.2M
Tarbox Family Office, Inc. 1.60% Reduce -1.4% 157,159 $11.2M
Waller Financial Planning Group, Inc. 2.31% Reduce -1.5% 157,105 $11.2M
Pitcairn Wealth Advisors LLC 1.23% No change 157,079 $11.2M
Arete Wealth Advisors, LLC 0.74% Add +0.5% 157,066 $11.2M
Berkshire Asset Management LLC 0.44% Add +5.1% 156,941 $11.2M
Smartleaf Asset Management LLC 0.36% No change 157,483 $11.2M
Campion Asset Management 6.81% Add +0.5% 156,504 $11.2M
Great Valley Advisor Group, Inc. 0.18% Add +3.0% 156,389 $11.1M
Community Financial Services Group, LLC 1.62% Add +6637.7% 158,133 $11.1M
Walkner Condon Financial Advisors LLC 1.28% Add +6.9% 156,186 $11.1M
Roth Financial Partners LLC 3.28% Reduce -0.1% 154,702 $11.0M
Florida Trust Wealth Management Co 0.27% Add +6.9% 154,304 $11.0M
Rosenberg Matthew Hamilton 2.04% Reduce -0.8% 153,827 $11.0M
Brandywine Trust Co. 1.76% Add +3.9% 153,087 $10.9M
CBIZ Investment Advisory Services, LLC 0.40% No change 169,197 $10.8M
6th Street Advisors, LLC 6.20% Reduce -0.8% 151,441 $10.8M
Seldon Capital LP 3.32% No change 149,017 $10.6M
North Star Investment Management Corp. 0.58% Add +1.9% 148,317 $10.6M
Stillwater Capital Advisors, LLC 1.07% Add +3.7% 147,219 $10.5M
AlphaCore Capital LLC 0.19% Add +8.6% 147,167 $10.5M
Monument Group Wealth Advisors, LLC 5.03% Add +76.4% 260,571 $10.5M
Silverlake Wealth Management LLC 2.00% Reduce -1.6% 146,976 $10.5M
Ascent Group, LLC 0.31% Add +2.1% 146,086 $10.4M
Resolute Advisors LLC 2.49% Add +0.5% 145,799 $10.4M
Mitchell McLeod Pugh & Williams Inc. 1.27% Add +0.7% 145,138 $10.3M
HighRoad Wealth Advisors, LLC 8.71% Add +2.4% 144,925 $10.3M
Stonebridge Financial Group, LLC 1.43% — 144,751 $10.3M
Russell Investments Group, Ltd. 0.01% Add +17.7% 144,309 $10.3M
Waldron Private Wealth LLC 0.36% Add +0.9% 144,084 $10.3M
Nuveen, LLC 0.00% Add +44.5% 143,957 $10.3M
Courier Capital LLC 0.51% Reduce -0.5% 143,659 $10.2M
Fullerton Advisors, LLC 9.55% Add +2.6% 143,358 $10.2M
B. Riley Wealth Advisors, Inc. 0.56% Reduce -1.6% 143,644 $10.2M
Three Bridge Wealth Advisors, LLC 2.54% Add +0.1% 142,415 $10.1M
Prosperity Consulting Group, LLC 0.38% Reduce -1.3% 142,371 $10.1M
Toews Corp. 1.47% New 141,799 $10.1M
Roberts Wealth Advisors, LLC 2.29% Reduce -0.1% 141,776 $10.1M
Stembrook Asset Management, LLC 8.72% Reduce -3.9% 141,696 $10.1M
Rothschild Wealth LLC 0.81% Add +6.8% 141,696 $10.1M
BSW Wealth Partners 1.12% Reduce -4.4% 141,334 $10.1M
Blueprint Financial Advisors LLC 1.12% Reduce -0.4% 141,089 $10.1M
Emprise Bank 3.70% Reduce -1.8% 141,039 $10.0M
OneDigital Investment Advisors LLC 0.08% Reduce -15.3% 140,923 $10.0M
VSM Wealth Advisory, LLC 2.67% Add +1.3% 140,869 $10.0M
Nations Financial Group Inc, /Ia/ 0.48% Add +1.5% 140,368 $10.0M
Plum Street Advisors, LLC 3.19% Add +1.6% 140,046 $10.0M
Chicago Partners Investment Group LLC 0.20% Add +15.6% 142,721 $10.0M
Sagespring Wealth Partners, LLC 0.15% Add +3.9% 139,576 $9.9M
Haverford Trust Co 0.09% Add +36.0% 139,535 $9.9M
Old Second National Bank of Aurora 1.85% Add +3.5% 137,962 $9.8M
Sound Stewardship, LLC 4.05% Add +4.1% 137,663 $9.8M
Vectors Research Management, LLC 2.56% Add +0.0% 137,573 $9.8M
Legacy Wealth Partners, LLC 2.20% Add +1.5% 137,234 $9.8M
Verus Capital Partners, LLC 0.53% Add +8.9% 136,856 $9.8M
W.H. Cornerstone Investments Inc. 5.49% Add +8.6% 136,299 $9.7M
BBR Partners, LLC 0.45% Add +283.5% 135,752 $9.7M
LifePlan Investment Advisors, Inc. 3.33% Add +7.3% 135,731 $9.7M
Fidelis Capital Partners, LLC 0.56% Reduce -9.1% 135,253 $9.6M
Sandy Cove Advisors, LLC 2.41% Add +3.4% 135,102 $9.6M
Strategent Financial, LLC 5.54% Add +3.5% 134,881 $9.6M
Creekside Partners 3.47% Reduce -0.2% 134,444 $9.6M
Retirement Planning Group, LLC 0.24% Add +6.8% 134,316 $9.6M
Hamilton Wealth, LLC 1.75% Reduce -51.0% 134,097 $9.6M
Joule Financial, LLC 2.58% Reduce -1.0% 133,661 $9.5M
DWR Wealth Management, LLC 7.07% Reduce -5.6% 133,148 $9.4M
FSB Premier Wealth Management, Inc. 2.64% Reduce -1.0% 131,646 $9.4M
Liberty Capital Management, Inc. 1.60% — 130,657 $9.3M
JHP Wealth Management, LLC 7.61% Add +6.0% 130,399 $9.3M
Revolve Wealth Partners, LLC 0.96% Add +1.1% 130,065 $9.3M
Wood Tarver Financial Group, LLC 2.19% Add +7.4% 130,018 $9.3M
EPG Wealth Management LLC 2.20% Add +1.4% 128,857 $9.2M
Caldwell Trust Co 0.74% Add +9.6% 128,768 $9.2M
OxenFree Capital LLC 4.20% Add +33.3% 129,326 $9.2M
Cary Street Partners Financial LLC 0.20% Reduce -5.8% 146,150 $9.1M
Optas, LLC 1.27% Add +6.2% 127,569 $9.1M
Fortis Advisors, LLC 4.25% Reduce -0.1% 127,303 $9.1M
NorthStar Asset Management LLC 1.94% Add +4.1% 126,873 $9.0M
Naples Global Advisors, LLC 0.56% Reduce -0.1% 126,593 $9.0M
RHS Financial, LLC 3.63% Add +11.8% 126,127 $9.0M
GenTrust, LLC 0.34% Add +0.8% 126,023 $9.0M
Advyzon Investment Management, LLC 0.65% Add +23.4% 126,023 $9.0M
Employees' Retirement Fund of the City of Fort Worth 3.20% Reduce -23.2% 126,000 $9.0M
Tradition Wealth Management, LLC 0.55% Add +1.4% 125,905 $9.0M
Finhabits Advisors LLC 7.54% Reduce -1.1% 125,849 $9.0M
Mission Creek Capital Partners, Inc. 1.58% Add +12.9% 125,786 $9.0M
Kingsview Wealth Management, LLC 0.11% Add +29.8% 125,658 $9.0M
Steph & Co. 2.26% Add +3.2% 125,540 $8.9M
Montag A & Associates Inc. 0.38% Add +72.1% 125,021 $8.9M
Lord & Richards Wealth Management, LLC 6.96% Add +4.1% 124,817 $8.9M
Curi Capital, LLC 0.14% Add +1.4% 124,759 $8.9M
Farrell Financial LLC 4.78% Add +0.1% 123,979 $8.8M
American Investment Services, Inc. 1.86% Reduce -1.7% 123,861 $8.8M
Veery Capital, LLC 2.37% Add +1.3% 123,668 $8.8M
Eclectic Associates Inc. 1.00% Reduce -3.7% 123,076 $8.8M
Hobart Private Capital, LLC 1.50% Add +2.3% 123,023 $8.8M
Brandywine Oak Private Wealth LLC 0.66% Reduce -0.4% 122,630 $8.7M
49 Wealth Management, LLC 1.66% Reduce -83.4% 122,355 $8.7M
Alongside, LLC 1.66% — 122,355 $8.7M
Latko Wealth Management, Ltd. 3.68% Add +87.3% 121,792 $8.7M
Madrid Wealth Management, LLC 5.68% Reduce -0.9% 121,419 $8.7M
Jacobi Capital Management LLC 0.42% Reduce -3.6% 121,249 $8.6M
Silver Oak Securities, Incorporated 0.52% Add +6.3% 120,969 $8.6M
RS Crum Inc. 1.61% Reduce -2.1% 120,847 $8.6M
Independent Family Office, LLC 3.44% Add +5.4% 120,355 $8.6M
TPG Advisors LLC 4.70% Add +4.1% 120,142 $8.6M
Narus Financial Partners, LLC 2.20% Add +0.7% 120,118 $8.6M
Ameritas Advisory Services, LLC 0.17% Reduce -2.2% 119,882 $8.5M
Journey Beyond Wealth, LLC 6.65% Reduce -1.9% 119,521 $8.5M
Strong Retirement Solutions LLC 5.08% Add +9.2% 119,063 $8.5M
Spectrum Strategic Capital Management, LLC 4.19% Reduce -10.6% 118,526 $8.4M
LifeGuide Financial Advisors, LLC 2.40% Add +3.9% 118,423 $8.4M
Cassady Wealth & Retirement Planning, LLC 3.90% Add +7.5% 117,852 $8.4M
CoreFirst Bank & Trust 4.16% Add +0.4% 117,471 $8.4M
Wedbush Securities Inc. 0.22% Reduce -12.2% 117,247 $8.4M
IHT Wealth Management, LLC 0.18% Add +3.4% 117,102 $8.3M
Bearing Point Capital, LLC 1.12% Add +7.6% 116,694 $8.3M
Kingswood Wealth Advisors, LLC 0.34% Add +6.8% 116,665 $8.3M
Encompass Wealth Advisors, LLC 2.52% Reduce -0.4% 116,358 $8.3M
Koshinski Asset Management, Inc. 0.44% Reduce -4.1% 116,006 $8.3M
Windsor Capital Management, LLC 2.14% Reduce -2.4% 115,808 $8.3M
Lynx Investment Advisory 2.69% Add +136.5% 115,401 $8.2M
Semitam Bonam LLC 5.99% Add +1.7% 114,509 $8.2M
Rock Creek Group LLC 0.82% New 114,304 $8.1M
Gradient Capital Advisors, LLC 1.89% Reduce -0.6% 114,282 $8.1M
Taylor Hoffman Capital Management LLC 1.98% Add +3.4% 114,219 $8.1M
Wright Wealth LLC 4.88% Add +5.3% 114,160 $8.1M
Cypress Wealth Services, LLC 1.00% Add +13.5% 114,099 $8.1M
Westerkirk Capital Inc. 0.78% No change 113,781 $8.1M
Kovack Advisors, Inc. 0.39% Add +5.3% 114,179 $8.1M
Kayne Anderson Rudnick Investment Management LLC 0.03% Add +1174.0% 112,709 $8.0M
International Assets Investment Management, LLC 0.48% Add +0.5% 114,067 $8.0M
Marino Management, LLC 1.67% No change 113,061 $8.0M
Perennial Investment Advisors, LLC 0.53% Add +6.4% 112,261 $8.0M
River Street Advisors LLC 2.35% Add +2.3% 112,066 $8.0M
Moors & Cabot, Inc. 0.31% Add +23.1% 111,647 $8.0M
BlueSky Wealth Advisors, LLC 0.92% Reduce -6.9% 111,504 $7.9M
Graves Light Lenhart Wealth, Inc. 0.74% Reduce -1.0% 111,135 $7.9M
Entrust Financial LLC 5.13% Reduce -5.5% 110,997 $7.9M
Severin Investments, LLC 5.92% Add +1.0% 110,345 $7.9M
Birch Hill Investment Advisors LLC 0.32% Add +8.3% 110,272 $7.9M
PCM Encore, LLC 1.38% Add +51.4% 110,196 $7.9M
Manuka Financial, LLC 4.07% Add +8.8% 110,133 $7.8M
Steel Grove Capital Advisors, LLC 0.73% Add +1.0% 109,163 $7.8M
Meadowbrook Advisors Group, LLC 4.15% Reduce -0.1% 109,075 $7.8M
Sageworth Trust Co of South Dakota 4.79% Add +87.5% 108,932 $7.8M
Whitaker-Myers Wealth Managers, LTD. 1.30% Add +0.6% 108,861 $7.8M
Obermeyer Wealth Partners 0.32% Reduce -55.0% 108,524 $7.7M
Diversified Enterprises, LLC 0.37% Add +4.8% 108,363 $7.7M
McNamara Financial Services, Inc. 1.33% Reduce -3.4% 108,344 $7.7M
DBK Financial Counsel, LLC 6.46% Reduce -14.5% 108,103 $7.7M
MorganRosel Wealth Management, LLC 2.59% Add +13.6% 107,880 $7.7M
Cutler Investment Counsel LLC 0.72% Add +11.5% 107,554 $7.7M
Altura Wealth Advisors Inc. 2.58% Add +9.2% 107,529 $7.7M
Ironwood Financial, llc 1.19% Add +3.3% 109,375 $7.6M
Fort Sheridan Advisors LLC 0.82% Add +0.5% 106,443 $7.6M
Fiduciary Advisors, Inc. 5.10% Add +0.7% 106,298 $7.6M
Certified Advisory Corp 0.61% Add +0.2% 106,082 $7.6M
Crescent Grove Advisors, LLC 0.64% Add +0.3% 106,037 $7.6M
Summitas Investment Management LLC 5.61% Reduce -2.8% 106,015 $7.6M
Csenge Advisory Group 0.31% Reduce -1.0% 105,914 $7.5M
Grove Street Fiduciary, LLC 3.18% Reduce -1.1% 105,674 $7.5M
GC Wealth Management RIA, LLC 0.43% Add +5.5% 104,307 $7.4M
Midwest Financial Partners Investments, Inc. 3.08% Add +27.3% 104,132 $7.4M
Compass Financial Group, Inc. 3.13% Reduce -1.6% 104,107 $7.4M
Regency Capital Management Inc.\DE 2.94% Reduce -3.2% 103,708 $7.4M
Capital International Investors 0.00% Add +109.4% 104,073 $7.4M
Sovran Advisors, LLC 0.55% Reduce -0.8% 105,390 $7.3M
Guardsman Private Capital Management, Inc. 5.11% No change 102,296 $7.3M
Bank of New Hampshire 1.52% Add +1.1% 102,290 $7.3M
Deutsche Bank AG 0.00% Reduce -1.3% 101,903 $7.3M
Mather Group, Llc. 0.06% Add +20.6% 101,193 $7.2M
St Germain D J Co. Inc. 0.26% Reduce -0.1% 101,163 $7.2M
McAdam, LLC 0.28% Reduce -1.1% 101,085 $7.2M
Meridian Wealth Management, LLC 0.22% Reduce -3.1% 101,859 $7.2M
Astra Wealth Partners LLC 3.99% Add +0.7% 100,556 $7.2M
DRW Securities, LLC 0.43% Reduce -89.2% 100,334 $7.1M
Foundations Investment Advisors, LLC 0.07% Reduce -0.2% 100,300 $7.1M
Flywheel Private Wealth LLC 3.51% Add +7.9% 100,101 $7.1M
United Advisor Group, LLC 0.76% Add +0.1% 99,937 $7.1M
Hudson Oak Wealth Advisory LLC 5.46% Reduce -4.0% 99,374 $7.1M
Trevian Wealth Management LLC 3.02% Add +2.8% 99,305 $7.1M
Grey Ledge Advisors, LLC 1.42% Add +2.8% 99,229 $7.1M
Layline Advisors, LLC 6.32% Add +19.0% 98,952 $7.1M
Rehmann Capital Advisory Group 0.32% Add +2.7% 98,688 $7.0M
Marathon Strategic Advisors, LLC 3.97% Reduce -0.9% 98,580 $7.0M
Arta Finance Wealth Management LLC 3.01% Add +8.3% 98,564 $7.0M
Alvarez & Marsal Private Wealth Partners, LLC 0.92% Add +5.7% 98,267 $7.0M
TD Private Client Wealth LLC 0.13% Add +4.3% 98,071 $7.0M
Diversified Trust Co. 0.11% Reduce -7.3% 97,556 $7.0M
Schuylkill Financial LLC 6.41% — 97,263 $6.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.15% Add +6.3% 97,107 $6.9M
One Capital Management, LLC 0.19% No change 107,785 $6.9M
Broadview Financial Management, LLC 4.22% Reduce -2.0% 96,920 $6.9M
ETF Store, Inc. 5.74% Add +7.6% 96,254 $6.9M
Adelphi Trust Co 4.54% Add +22.2% 96,034 $6.8M
Cidel Asset Management Inc. 0.33% Reduce -0.5% 95,913 $6.8M
Angeles Wealth Management, LLC 0.31% Add +12.6% 95,901 $6.8M
Balboa Wealth Partners 0.93% Reduce -0.3% 95,698 $6.8M
Clear Creek Financial Management, LLC 0.44% Add +10.0% 95,467 $6.8M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.80% Add +8.1% 95,175 $6.8M
Mission Hills Financial Advisory, LLC 2.98% Reduce -45.9% 95,127 $6.8M
Sachem Hill LLC 1.19% Reduce -2.2% 93,996 $6.7M
Great Lakes Advisors, LLC 0.05% Add +0.8% 93,950 $6.7M
Sightline Wealth Advisors, LLC 2.44% Add +11.0% 93,700 $6.7M
Dynamic Wealth Strategies, LLC 3.55% Reduce -1.7% 93,562 $6.7M
Smithfield Trust Co 0.27% Reduce -2.4% 93,437 $6.7M
Walker Financial Services, Inc. 2.05% Add +17.4% 93,008 $6.6M
Bakala Capital LLC 28.98% Add +0.5% 92,853 $6.6M
Financial Insights, Inc. 1.79% Add +0.1% 92,812 $6.6M
Single Point Partners, LLC 1.16% Add +0.3% 92,241 $6.6M
West Bancorporation Inc. 2.81% Add +7.2% 92,168 $6.6M
Ascent Wealth Partners, LLC 0.65% Reduce -0.0% 91,573 $6.5M
Stonebridge Financial Planning Group, LLC 2.08% Add +3.3% 91,505 $6.5M
Stonekeep Investments, LLC 3.79% Add +2.9% 91,382 $6.5M
DDFG, Inc 1.29% Reduce -2.9% 91,376 $6.5M
LOM Asset Management Ltd 1.68% Reduce -19.0% 91,372 $6.5M
FC Advisory LLC 1.71% Add +0.5% 90,679 $6.5M
Fiducient Advisors LLC 0.92% Reduce -5.4% 90,579 $6.5M
Klingenstein Fields & Co. LP 0.23% No change 90,291 $6.4M
Bestgate Wealth Advisors, LLC 10.21% Add +4.9% 89,975 $6.4M
Sound Financial Strategies Group, LLC 4.06% Add +0.2% 89,663 $6.4M
Symmetry Partners, LLC 0.33% Reduce -2.8% 89,604 $6.4M
Bluestem Financial Advisors, LLC 2.21% Add +2.1% 88,670 $6.3M
Americana Partners, LLC 0.14% Reduce -1.4% 88,645 $6.3M
Essential Planning, LLC. 1.78% Add +22.4% 88,398 $6.3M
Titleist Asset Management, LLC 0.42% Add +1.4% 88,181 $6.3M
MidAtlantic Capital Management, Inc. 3.86% Reduce -2.1% 87,227 $6.2M
Pine Harbor Wealth Management, LLC 1.66% Add +3.8% 87,136 $6.2M
Petros Family Wealth, LLC 3.79% Add +3.4% 87,034 $6.2M
Trinity Financial Advisors LLC 1.59% Reduce -0.1% 87,016 $6.2M
Evergreen Capital Management LLC 0.11% Add +0.6% 87,013 $6.2M
Alley Investment Management Company, LLC 0.72% Add +0.6% 86,863 $6.2M
Mayflower Financial Advisors, LLC 0.53% Reduce -8.8% 86,785 $6.2M
Climber Capital SA 3.77% Add +21.7% 86,707 $6.2M
Parthenon LLC 0.64% Add +4.3% 86,150 $6.1M
Checchi Capital Advisers, LLC 0.39% Add +0.1% 85,593 $6.1M
JDM Financial Group LLC 2.08% Add +58.5% 85,512 $6.1M
Fiduciary Financial Advisors 0.61% Add +1837.7% 84,851 $6.0M
Sapient Capital LLC 0.08% Add +16.3% 84,689 $6.0M
Visionary Wealth Advisors 0.24% Add +8.2% 84,349 $6.0M
Wescott Financial Advisory Group, LLC 0.46% Reduce -1.8% 84,248 $6.0M
Traction Financial Partners, LLC 3.18% Add +13.5% 84,138 $6.0M
Annis Gardner Whiting Capital Advisors, LLC 0.90% Add +16.7% 83,987 $6.0M
Columbus Macro, LLC 0.58% Add +0.5% 83,840 $6.0M
Laurel Wealth Planning LLC 2.64% Add +0.4% 83,650 $6.0M
Proathlete Wealth Management LLC 1.47% Add +1.6% 83,217 $5.9M
Donalies Financial Planning, LLC 4.36% Reduce -0.9% 83,096 $5.9M
High Note Wealth, LLC 1.01% Add +16.7% 83,095 $5.9M
Peterson Wealth Advisors, LLC 0.70% Reduce -3.4% 83,042 $5.9M
Stillwater Private Wealth, LLC 3.85% Add +179.2% 80,572 $5.9M
James J. Burns & Company, LLC 0.64% Reduce -0.4% 82,796 $5.9M
A&I Financial Services, LLC 2.57% Reduce -2.2% 82,715 $5.9M
Northland Capital Management LLC 3.17% Add +4.8% 82,608 $5.9M
Highland Capital Management, LLC 0.27% Reduce -0.6% 82,532 $5.9M
Autumn Glory Partners, LLC 1.66% Add +13.7% 82,297 $5.9M
Crusonia Wealth Advisors LLC 0.96% Add +1.4% 82,225 $5.9M
Verum Partners LLC 0.89% Reduce -2.0% 82,156 $5.9M
Teachers Insurance & Annuity Association of America 6.45% Add +2.2% 82,082 $5.8M
PAX Financial Group, LLC 0.87% Reduce -33.9% 81,981 $5.8M
Sagace Wealth Management LLC 3.69% Reduce -0.6% 81,811 $5.8M
Magnolia Capital Advisors LLC 0.99% Add +4.5% 81,285 $5.8M
Sellwood Investment Partners LLC 2.04% Add +103.2% 81,043 $5.8M
Lane Brothers & Co. Inc. 3.77% Reduce -27.6% 80,939 $5.8M
Life Planning Partners, Inc 4.28% Reduce -8.3% 80,913 $5.8M
C M Bidwell & Associates Ltd. 2.34% Add +4.3% 80,243 $5.7M
Legacy Financial Group LLC 0.64% Reduce -6.1% 80,147 $5.7M
Squire Investment Management Company, LLC 1.37% Add +2.3% 79,699 $5.7M
Federation des caisses Desjardins du Quebec 0.02% Add +4.8% 79,593 $5.7M
Condor Capital Management 0.42% Reduce -1.8% 79,017 $5.6M
Asset Allocation & Management Company, LLC 1.84% Add +9.6% 78,938 $5.6M
Summit Financial Strategies, Inc. 0.39% Reduce -0.1% 78,919 $5.6M
Willis Johnson & Associates, Inc. 0.31% Reduce -3.7% 78,748 $5.6M
Golden Road Advisors LLC 2.71% Add +0.6% 78,384 $5.6M
Brady Martz Wealth Solutions, LLC 0.84% Add +0.8% 78,286 $5.6M
Smithbridge Asset Management Inc. 0.76% Reduce -23.4% 78,117 $5.6M
LMCG Investments, LLC 0.30% Add +1.4% 77,841 $5.5M
Neuberger Berman Group LLC 0.00% Add +80.8% 77,683 $5.5M
BTC Capital Management, Inc. 0.34% Add +42.0% 77,438 $5.5M
Northwest Wealth Management, LLC 0.73% Reduce -2.6% 77,353 $5.5M
Bravera Wealth 2.11% Add +1.9% 77,145 $5.5M
Glassman Wealth Services 0.66% Add +2.9% 77,043 $5.5M
OneAscent Financial Services LLC 0.26% Add +0.1% 77,028 $5.5M
Pacific Financial Group Inc. 2.63% Reduce -18.1% 76,890 $5.5M
Absolute Capital Management, LLC 1.37% Reduce -8.9% 76,876 $5.5M
Laraway Financial Advisors Inc 3.31% Reduce -3.5% 76,622 $5.5M
Swmg, LLC 1.28% Reduce -2.9% 77,165 $5.4M
Prospera Financial Services Inc 0.08% Add +0.7% 76,354 $5.4M
Boston Family Office LLC 0.33% Add +17.4% 76,352 $5.4M
Ariel Investments 0.05% New 75,980 $5.4M
BridgePort Financial Solutions, LLC 1.38% Add +1.2% 75,967 $5.4M
CANADA LIFE ASSURANCE Co 0.01% Reduce -17.2% 75,986 $5.4M
SteelPeak Wealth, LLC 0.14% Add +5.0% 75,839 $5.4M
Independent Financial Group, LLC 0.10% Reduce -37.2% 75,652 $5.4M
Birch Financial Group, LLC 2.76% Add +32.3% 75,362 $5.4M
Sentinel Trust Co. Lba 0.48% Reduce -7.6% 75,317 $5.4M
Unique Wealth, LLC 0.62% Add +3.1% 75,068 $5.3M
BOS Asset Management, LLC 1.25% Reduce -0.1% 74,993 $5.3M
Highline Wealth Partners LLC 1.09% Add +2.8% 74,761 $5.3M
Marks Group Wealth Management, Inc 0.46% Reduce -7.1% 74,666 $5.3M
Norris Perne & French LLP 0.23% Reduce -1.7% 74,416 $5.3M
Proficio Capital Partners LLC 0.19% Add +0.0% 74,223 $5.3M
Graetz Wealth LLC 4.20% Reduce -21.8% 73,944 $5.3M
Evanson Financial, LLC 0.26% — 73,855 $5.3M
Kintra Wealth, LLC 0.27% Reduce -28.4% 71,467 $5.3M
Patton Fund Management, Inc. 1.14% Add +9.5% 73,757 $5.3M
Hughes Financial Services, LLC 0.69% Reduce -1.3% 73,369 $5.2M
Disciplina Capital Management LLC 0.54% Reduce -20.0% 73,320 $5.2M
E&G Advisors, LLC 1.01% Add +1.6% 73,317 $5.2M
Private Trust Co. NA 0.42% Add +1.6% 73,024 $5.2M
Leeward Financial Partners, LLC 1.36% Add +3.3% 72,812 $5.2M
Luminvest Wealth Management LLC 1.20% Reduce -3.6% 72,323 $5.2M
First National Trust Co 0.17% Reduce -9.6% 72,274 $5.1M
Nabity-Jensen Investment Management Inc 3.15% Reduce -0.3% 72,192 $5.1M
Napier Financial, LLC 1.07% Add +1.2% 71,983 $5.1M
Arq Wealth Advisors, LLC 0.63% Reduce -13.3% 71,951 $5.1M
Rockingstone Advisors LLC 2.03% Add +0.5% 71,024 $5.1M
Nomura Asset Management Co. Ltd. 0.01% No change 70,960 $5.1M
Greykasell Wealth Strategies, Inc. 1.83% Add +14.8% 70,810 $5.0M
Summit Wealth Group LLC / Co. 0.42% Add +0.6% 70,748 $5.0M
Waters Parkerson & Co., LLC 0.25% Add +4.0% 70,483 $5.0M
Conservest Capital Advisors, Inc. 0.40% Add +0.4% 70,395 $5.0M
Stock Yards Bank & Trust Co. 0.14% Reduce -5.7% 70,162 $5.0M
Sincerus Advisory, LLC 3.39% Add +2.1% 70,129 $5.0M
Prospera Capital Management, LLC 1.55% Add +32.9% 68,948 $5.0M
Clear Wave Wealth Management LLC 1.10% New 69,516 $5.0M
Renasant Bank 3.18% Add +1.3% 69,514 $5.0M
Baker Avenue Asset Management, LP 0.09% Reduce -0.7% 69,138 $4.9M
Nova R Wealth, Inc. 1.43% Reduce -7.9% 68,955 $4.9M
City Holding Co. 0.55% Add +12.7% 68,551 $4.9M
NorthLanding Financial Partners, LLC 3.38% Add +22.3% 68,519 $4.9M
Perennial Advisors, LLC 0.76% Add +13.8% 68,254 $4.9M
Wesbanco Bank Inc. 0.12% Reduce -9.6% 67,973 $4.8M
Krane Financial Solutions LLC 2.98% Reduce -1.5% 67,865 $4.8M
Maloon Powers Pitre Higgins & Dennehy, LLC 1.66% — 67,778 $4.8M
Spartan Wealth Advisory Services LLC 0.39% Reduce -1.0% 67,657 $4.8M
Oakmont Advisory Group, LLC 4.02% Add +2.1% 67,228 $4.8M
Woodward Financial Advisors, Inc. 1.59% — 66,935 $4.8M
Nestegg Advisors, Inc. 3.37% Add +2.8% 66,927 $4.8M
Magnus Financial Group LLC 0.34% Add +10.1% 66,496 $4.7M
Parkside Financial Bank & Trust 0.32% Add +0.3% 66,466 $4.7M
Gold Investment Management Ltd. 1.28% Reduce -0.1% 66,412 $4.7M
Barry Investment Advisors, LLC 0.99% Reduce -3.9% 66,214 $4.7M
Performance Wealth Partners, LLC 0.12% Add +35.4% 66,175 $4.7M
LPWM LLC 1.04% Add +0.4% 66,057 $4.7M
Opinicus Capital, Inc. 2.51% Reduce -1.9% 65,900 $4.7M
Elm Partners Management LLC 0.17% Add +9.6% 65,799 $4.7M
Camelot Technology Advisors, Inc. 3.20% Add +0.4% 65,779 $4.7M
Greenspring Advisors, LLC 0.26% Reduce -5.3% 65,627 $4.7M
Wingate Wealth Advisors, Inc. 2.06% Add +5.5% 65,589 $4.7M
Thoroughbred Financial Services, LLC 0.22% Reduce -1.2% 64,984 $4.6M
Armbruster Capital Management, Inc. 0.69% Reduce -2.6% 64,833 $4.6M
Calydon Capital 0.67% Add +0.5% 64,628 $4.6M
Capital Investment Advisory Services, LLC 0.28% Add +185.9% 64,361 $4.6M
Northstar Financial Companies, Inc. 3.08% No change 64,217 $4.6M
Calton & Associates, Inc. 0.67% Reduce -13.8% 64,168 $4.6M
CJM Wealth Advisers, Ltd. 1.20% Add +1.5% 64,153 $4.6M
Cordgrass Capital Advisors, LLC 1.70% Reduce -1.5% 64,037 $4.6M
Alpine Bank Wealth Management 0.58% Add +11.3% 63,993 $4.6M
Wealthspan Partners, LLC 1.43% Add +2.5% 63,458 $4.5M
FFT Wealth Management LLC 0.70% Add +0.2% 63,097 $4.5M
VERITY Wealth Advisors 2.71% No change 63,012 $4.5M
Forum Financial Management, LP 0.06% Reduce -0.2% 62,912 $4.5M
Manchester Capital Management LLC 0.58% Add +7.9% 62,686 $4.5M
Colonial Trust Co / SC 0.56% Reduce -0.1% 62,586 $4.5M
LCW Services, LLC 1.94% Reduce -2.5% 62,539 $4.5M
Quartz Partners, LLC 1.46% Add +1.1% 62,466 $4.5M
PFC Capital Group, Inc. 1.71% Add +2.3% 62,398 $4.4M
Dearborn Partners LLC 0.25% Add +30.6% 62,227 $4.4M
OneAscent Family Office, LLC 2.23% Add +1152.3% 62,138 $4.4M
Kirtland Hills Capital Management, LLC 1.25% Reduce -0.6% 61,749 $4.4M
Allodium Investment Consultants, LLC 1.87% Reduce -1.5% 61,732 $4.4M
Old Peak Finance LLC 2.12% Add +0.0% 61,506 $4.4M
Monument Capital Management 0.88% Reduce -4.5% 61,417 $4.4M
Private Advisory Group LLC 0.24% New 61,376 $4.4M
Innealta Capital, LLC 2.33% Add +0.4% 61,347 $4.4M
S.A. Mason LLC 1.34% Add +35.6% 61,131 $4.4M
Bath Savings Trust Co 0.45% Add +17.6% 61,077 $4.4M
Barrett & Company, Inc. 1.22% Reduce -0.5% 61,073 $4.4M
Atlantic Edge Private Wealth Management, LLC 0.89% Reduce -2.0% 61,070 $4.4M
Essex Bank 0.94% Add +2.3% 60,837 $4.3M
Shepherd Financial Partners LLC 0.36% Add +0.4% 60,784 $4.3M
Cushing Capital Partners, LLC 2.98% Add +5.2% 60,768 $4.3M
Washington Trust Advisors, Inc. 0.32% Reduce -1.2% 60,707 $4.3M
Sowell Financial Services LLC 0.14% Add +18.4% 60,387 $4.3M
Granite Bay Wealth Management, LLC 0.39% Add +317.1% 60,192 $4.3M
Waystone Advisors LLC 3.20% Add +2.0% 60,159 $4.3M
Rockland Trust Co. 0.17% Add +0.3% 59,963 $4.3M
Topel & Distasi Wealth Management, LLC 2.06% Reduce -9.3% 59,869 $4.3M
Roehl & Yi Investment Advisors, LLC 1.40% Add +2.3% 156,405 $4.3M
Boston Trust Walden Corp 0.03% Add +11.8% 59,678 $4.3M
Gray Private Wealth, LLC 1.83% Add +1.0% 59,292 $4.2M
Lodestone Wealth Management LLC 1.48% Reduce -0.7% 58,956 $4.2M
Aegis Wealth Management LLC 1.97% Reduce -1.0% 58,712 $4.2M
JT Stratford LLC 0.46% Reduce -1.1% 58,695 $4.2M
WP Advisors, LLC 1.01% Add +3.7% 58,663 $4.2M
Van Cleef Asset Management,Inc 0.43% Reduce -11.7% 58,615 $4.2M
Mechanics Bank Trust Department 0.51% Add +57.8% 58,375 $4.2M
Morling Financial Advisors, LLC 1.16% Add +3.0% 58,356 $4.2M
Rothschild Capital Partners, LLC 0.90% Add +42.4% 58,340 $4.2M
Silver Coast Investments LLC 1.24% Reduce -5.1% 58,252 $4.2M
Indivisible Partners 0.23% Add +25.3% 58,225 $4.1M
One Day In July LLC 0.29% Reduce -5.0% 58,194 $4.1M
Mullaney, Keating & Wright, Inc. 2.00% Add +0.0% 57,909 $4.1M
Verus Wealth Management, LLC 3.40% Reduce -0.3% 57,857 $4.1M
Shepherd Street Advisors LLC 3.62% Add +5.0% 58,167 $4.1M
CogentBlue Wealth Advisors, LLC 2.36% Reduce -1.7% 57,784 $4.1M
Frankly Finances, LLC 3.24% Add +2.1% 57,581 $4.1M
TPG Financial Advisors, LLC 1.22% Reduce -1.5% 57,539 $4.1M
HMV Wealth Advisors, LLC 1.59% Add +14.9% 57,310 $4.1M
Texas Yale Capital Corp. 0.09% Add +3.1% 57,176 $4.1M
Berger Financial Group, Inc 0.21% Reduce -6.7% 57,151 $4.1M
Centerline Wealth Advisors, LLC 1.27% Reduce -0.2% 57,044 $4.1M
Venture Visionary Partners LLC 0.11% Add +4.9% 56,864 $4.1M
SVB Wealth LLC 0.26% Reduce -16.2% 56,824 $4.0M
Cove Private Wealth, LLC 0.79% No change 56,795 $4.0M
Cornerstone Wealth Management, LLC 0.17% Add +1.6% 56,725 $4.0M
Hutchens & Kramer Investment Management Group, LLC 1.08% Reduce -0.2% 56,614 $4.0M
Gladstone Institutional Advisory LLC 0.13% Add +1.7% 56,404 $4.0M
PFG Advisors 0.20% Add +3.2% 56,290 $4.0M
Planning Project LLC 0.80% — 54,980 $4.0M
Bartlett & Co. Wealth Management LLC 0.05% Reduce -1.1% 56,046 $4.0M
Family Wealth Partners, LLC 1.22% Reduce -1.1% 55,990 $4.0M
General Partner, Inc. 2.13% No change 55,579 $4.0M
Acorn Wealth Advisors, LLC 0.96% Add +18.2% 55,492 $4.0M
Belpointe Asset Management LLC 0.13% Add +9.1% 55,281 $3.9M
Peoples Bank 2.02% Add +20.8% 55,221 $3.9M
Quadrant Capital Group LLC 0.11% Reduce -0.6% 55,087 $3.9M
Joel Isaacson & Co., LLC 0.11% Reduce -1.9% 55,011 $3.9M
Aureus Asset Management, LLC 0.24% Reduce -2.4% 54,911 $3.9M
Stone Wealth Partners 2.86% Add +1.1% 54,876 $3.9M
ETF Portfolio Partners, Inc. 0.93% Reduce -0.1% 54,822 $3.9M
BancFirst Trust & Investment Management 1.65% Add +6.3% 55,072 $3.9M
SageView Advisory Group, LLC 0.13% Reduce -2.6% 54,804 $3.9M
Collective Family Office LLC 0.80% Add +1.4% 54,731 $3.9M
Montecito Bank & Trust 0.58% Add +13.0% 54,256 $3.9M
Carr Financial Group Corp 0.89% Reduce -1.2% 54,192 $3.9M
Retirement Investment Advisors, Inc. 0.27% Add +29.6% 55,065 $3.8M
Weinberger Asset Management, Inc 1.23% Reduce -3.1% 54,337 $3.8M
Falcon Wealth Planning 0.24% Add +32.1% 53,780 $3.8M
Elevation Wealth Partners, LLC 1.15% Add +0.5% 53,755 $3.8M
Legacy Financial Advisors, Inc. 0.46% Add +3.0% 53,466 $3.8M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -16.6% 53,432 $3.8M
Shrier Wealth Management, LLC 1.30% Add +0.6% 53,356 $3.8M
Maltin Wealth Management, Inc. 1.27% Add +1.3% 53,245 $3.8M
Stevens Capital Partners 0.72% Add +16.9% 53,235 $3.8M
Beacon Financial Group 0.34% Reduce -0.1% 53,108 $3.8M
Uptown Financial Advisors LLC 2.77% Reduce -2.2% 53,094 $3.8M
Innova Wealth Partners 1.56% Add +217.2% 52,901 $3.8M
Gateway Wealth Partners, LLC 0.23% Reduce -44.9% 52,892 $3.8M
WorthPointe, LLC 0.95% Add +5.5% 52,781 $3.8M
Legacy Edge Advisors, LLC 0.34% Reduce -0.3% 52,716 $3.8M
Palatine Hill Wealth Management, LLC 3.02% Add +4.3% 52,714 $3.8M
N.E.W. Advisory Services LLC 0.25% Reduce -0.6% 52,463 $3.7M
Shaker Financial Services, LLC 1.17% New 52,403 $3.7M
Firestone Capital Management 0.69% Reduce -2.5% 52,288 $3.7M
Soltis Investment Advisors LLC 0.21% Reduce -1.0% 52,144 $3.7M
RTD Financial Advisors, Inc. 0.40% Add +1.4% 51,980 $3.7M
Seeds Investor LLC 0.38% Reduce -22.3% 51,751 $3.7M
Baron Wealth Management LLC 0.95% Add +0.2% 51,693 $3.7M
Asset Dedication, LLC 0.23% Add +8.0% 51,566 $3.7M
Kastel Capital Advisors, LLC 2.31% Reduce -20.7% 57,114 $3.7M
Greenleaf Trust 0.04% Add +4.8% 51,294 $3.7M
Capital Group Private Client Services, Inc. 0.05% Reduce -6.0% 51,215 $3.6M
Brown Brothers Harriman & Co. 0.02% No change 51,172 $3.6M
GS Investments, Inc. 2.63% Add +19.0% 51,065 $3.6M
Trust Co. of Toledo NA 0.30% Add +36.2% 51,058 $3.6M
Sherman Wealth Management LLC 2.73% Add +2.8% 50,976 $3.6M
AlTi Global, Inc. 0.07% Reduce -46.0% 50,873 $3.6M
Oxford Financial Group, LTD. LLC 0.18% Add +3.4% 50,802 $3.6M
Covestor Ltd 2.09% Reduce -1.6% 50,745 $3.6M
Hilltop Holdings Inc. 0.29% Add +120.3% 50,724 $3.6M
Centaurus Financial, Inc. 0.14% Add +9.3% 50,230 $3.6M
Mendel Capital Management LLC 1.60% Add +1.2% 49,864 $3.6M
Atlatl Advisers LLC 0.84% Reduce -29.1% 49,729 $3.5M
World Equity Group, Inc. 0.79% Reduce -8.1% 49,581 $3.5M
LGL Partners, LLC 1.29% Add +0.5% 49,557 $3.5M
MY Wealth Management Inc. 2.48% New 49,431 $3.5M
StoneX Group Inc. 0.14% Reduce -12.8% 48,958 $3.5M
DB Fitzpatrick & Co, Inc 2.80% Add +3.6% 48,690 $3.5M
BCGM Wealth Management, LLC 0.73% Reduce -23.9% 48,689 $3.5M
Private Wealth Asset Management, LLC 0.33% Add +5.3% 48,636 $3.5M
Fulton Bank, N.A. 0.11% Add +8.7% 48,610 $3.5M
Pathway Financial Advisors LLC 0.40% Add +38.1% 48,848 $3.5M
AMG National Trust Bank 0.07% Reduce -10.9% 48,515 $3.5M
Archvest Wealth Advisors, Inc. 1.99% Reduce -15.3% 48,361 $3.4M
Riverview Trust Co 4.10% No change 48,354 $3.4M
Sequent Planning LLC 0.74% Add +19.0% 48,293 $3.4M
Integrity Alliance, Llc. 0.11% Reduce -45.2% 48,069 $3.4M
Bayban 2.62% Reduce -1.2% 47,953 $3.4M
Birchwood Financial Partners, Inc. 2.79% Add +7.7% 47,807 $3.4M
Inscription Capital, LLC 0.30% Reduce -4.4% 47,698 $3.4M
Forefront Analytics, LLC 3.68% Add +0.5% 47,559 $3.4M
Archford Capital Strategies, LLC 0.34% Reduce -0.3% 47,429 $3.4M
Security National Bank of Sioux City Iowa 1.39% Add +17.0% 47,396 $3.4M
Upper Left Wealth Management, LLC 1.87% Add +4.8% 47,357 $3.4M
Patriot Financial Group Insurance Agency, LLC 0.35% Reduce -50.5% 47,264 $3.4M
PCA Investment Advisory Services Inc. 0.94% Add +1.2% 47,235 $3.4M
Gryphon Financial Partners LLC 0.30% Add +13.2% 47,197 $3.4M
Trek Financial, LLC 0.17% Add +2.5% 47,151 $3.4M
Dagco, Inc. 0.62% Add +622.5% 47,034 $3.4M
Endeavor Private Wealth, Inc. 0.81% Add +23.2% 47,021 $3.4M
Inspirion Wealth Advisors, LLC 0.38% Add +1.1% 47,582 $3.3M
Leisure Capital Management 1.04% New 46,977 $3.3M
Guidance Capital, Inc. 0.71% Add +4.8% 47,652 $3.3M
Castle Wealth Management LLC 0.99% Reduce -2.1% 46,785 $3.3M
Barclays PLC 0.00% Reduce -11.8% 46,693 $3.3M
Summit Asset Management, LLC 0.43% Add +0.6% 46,654 $3.3M
Arbor Wealth Advisors LLC 2.03% No change 46,636 $3.3M
KLCM Advisors, Inc. 0.27% Add +3.0% 46,612 $3.3M
Larch Capital Partners LLC 0.47% No change 46,366 $3.3M
Compass Ion Advisors, LLC 0.28% Reduce -0.5% 46,212 $3.3M
Vaquero Private Wealth, Ltd. 0.68% — 46,187 $3.3M
Benchmark Financial, LLC 2.68% Add +5.8% 46,107 $3.3M
Delta Financial Advisors LLC 0.78% Reduce -1.7% 45,891 $3.3M
Hancock Whitney Corp. 0.05% Reduce -0.6% 45,823 $3.3M
RCW Management, LLC 2.91% Add +1.3% 45,624 $3.3M
Clarion Wealth Managment Partners, LLC 2.62% Reduce -2.0% 45,525 $3.2M
Orcam Financial Group 1.58% Add +2.7% 45,475 $3.2M
Note Advisors, LLC 1.40% Add +0.9% 45,281 $3.2M
Jefferson Bridge Capital, LLC 2.79% Reduce -4.2% 45,256 $3.2M
Hurley Capital, LLC 1.67% Add +10.5% 45,094 $3.2M
Eagle Bay Advisors LLC 2.40% Add +32.9% 45,079 $3.2M
Andrews Advisory Associates, LLC 1.54% Reduce -5.0% 45,052 $3.2M
Thrive Wealth Management, LLC 0.41% Add +1.1% 44,937 $3.2M
Avantax Planning Partners, Inc. 0.08% Reduce -3.0% 44,798 $3.2M
Maridea Wealth Management LLC 0.34% Add +36.5% 44,167 $3.1M
Whipplewood Advisors, LLC 2.11% Reduce -15.7% 44,020 $3.1M
C2C Wealth Management, LLC 2.45% Reduce -2.2% 43,861 $3.1M
Allie Family Office LLC 1.16% Add +173.2% 43,850 $3.1M
Fortis Capital Advisors, LLC 0.35% Add +4.9% 43,795 $3.1M
Midwestern Financial, LLC 2.17% Reduce -4.1% 43,552 $3.1M
SHP Wealth Management 0.21% Reduce -4.2% 43,479 $3.1M
First Trust Advisors LP 0.00% Add +5.0% 43,109 $3.1M
Pallas Capital Advisors LLC 0.09% Add +32.6% 43,082 $3.1M
Diversified Portfolios, Inc. 0.22% Reduce -4.6% 43,076 $3.1M
Certior Financial Group, LLC 1.67% Add +13.3% 42,724 $3.0M
May Hill Capital, LLC 0.63% Reduce -1.5% 42,575 $3.0M
Canal Capital Management, LLC 0.37% Add +0.7% 42,566 $3.0M
MCF Advisors LLC 0.11% Add +11.5% 42,562 $3.0M
Basecamp Wealth Advisors LLC 0.56% No change 42,509 $3.0M
Maryland Capital Advisors Inc. 0.97% — 42,318 $3.0M
Stratos Wealth Advisors, LLC 0.17% Add +43.2% 42,245 $3.0M
Spinnaker Trust 0.15% Reduce -2.4% 42,172 $3.0M
Clear Retirement Advice LLC 2.05% Reduce -1.5% 42,061 $3.0M
Southland Equity Partners LLC 0.52% Reduce -16.1% 42,028 $3.0M
Interchange Capital Partners, LLC 0.56% Add +5.5% 42,025 $3.0M
North Star Asset Management Inc. 0.12% Add +7.4% 42,025 $3.0M
Allen Capital Group, LLC 0.24% Add +3.8% 41,865 $3.0M
Richardson Financial Services Inc. 1.69% Reduce -5.0% 41,799 $3.0M
Capital City Trust Co. 0.62% Add +31.7% 41,790 $3.0M
Cogent Private Wealth, Inc. 1.86% Reduce -9.3% 41,698 $3.0M
Syon Capital LLC 0.13% New 41,676 $3.0M
First National Advisers, LLC 0.42% Add +3.0% 41,672 $3.0M
Archer Investment Corp 0.57% Reduce -4.8% 41,609 $3.0M
Holos Integrated Wealth LLC 1.37% Reduce -2.8% 41,595 $2.9M
Cerity Partners OCIO LLC 0.15% Reduce -69.2% 41,302 $2.9M
Adirondack Capital Advisors, LLC 1.58% Add +6.4% 41,299 $2.9M
StoryOne LLC 1.39% Add +0.0% 41,186 $2.9M
Vanguard Personalized Indexing Management, LLC 0.02% Add +15.1% 41,034 $2.9M
Bahl & Gaynor LLC 0.01% Reduce -0.8% 41,028 $2.9M
McDonald Partners LLC 0.71% Add +1.3% 41,013 $2.9M
M3 Advisory Group, LLC 1.50% Reduce -0.2% 40,722 $2.9M
Bison Wealth, LLC 0.27% Reduce -0.7% 40,335 $2.9M
Curry Webb Wealth Management LLC 1.19% Reduce -0.3% 40,369 $2.9M
Connecticut Capital Management Group, LLC 2.31% Add +6.4% 40,304 $2.9M
Compass Financial Group, INC 0.33% Add +294.2% 40,270 $2.9M
Riverchase Wealth Management, LLC 1.34% Reduce -0.9% 40,253 $2.9M
Appleton Partners Inc. 0.18% Add +1.2% 40,186 $2.9M
Cullen/Frost Bankers, Inc. 0.03% Add +3.7% 40,107 $2.9M
Bangor Savings Bank 0.21% Reduce -0.1% 40,082 $2.9M
L.K. Benson & Company, P.C. 0.86% Add +1.5% 39,994 $2.8M
Solstein Capital, LLC 0.97% Add +0.5% 39,907 $2.8M
Atlas Legacy Advisors, LLC 0.42% Add +6.6% 39,655 $2.8M
Global Wealth Management Investment Advisory, Inc. 0.40% Reduce -1.7% 39,652 $2.8M
Family CFO Inc 1.08% Add +0.8% 39,454 $2.8M
Mairs & Power Inc. 0.03% Reduce -13.2% 39,279 $2.8M
Ironwood Investment Counsel, LLC 0.37% Reduce -1.0% 39,261 $2.8M
Strategic Financial Planning, Inc. 1.45% New 39,004 $2.8M
Clientfirst Wealth Management, LLC 2.28% No change 38,974 $2.8M
Strategic Financial Concepts, LLC 0.83% Reduce -9.2% 38,939 $2.8M
Beam Wealth Advisors, Inc. 0.61% Reduce -3.3% 38,925 $2.8M
National Wealth Management Group, LLC 0.86% Add +239.0% 38,911 $2.8M
Andina Capital Management, LLC 4.55% Reduce -53.4% 38,894 $2.8M
RiverFront Investment Group, LLC 0.04% Reduce -31.6% 38,750 $2.8M
Capital Advisor Network LLC 3.45% Reduce -3.9% 38,675 $2.8M
Sherry Group, Inc. 2.69% Reduce -0.7% 38,877 $2.8M
Cyndeo Wealth Partners, LLC 0.13% Reduce -0.7% 38,535 $2.7M
Davidson Trust Co. 1.07% Add +0.5% 38,529 $2.7M
Viewpoint Investment Partners Corp. 0.95% No change 38,461 $2.7M
HCR Wealth Advisors 0.24% Add +15.1% 38,415 $2.7M
United Community Bank 0.85% Add +3.1% 38,384 $2.7M
Jefferies Financial Group Inc. 0.03% Add +12.2% 38,384 $2.7M
Blue Trust, Inc. 0.03% Reduce -1.1% 38,289 $2.7M
Almanack Investment Partners, LLC. 0.35% New 38,268 $2.7M
IFC Advisors LLC 0.35% Reduce -6.3% 38,250 $2.7M
Talisman Wealth Advisors LLC 2.02% Reduce -0.0% 38,139 $2.7M
Novem Group 0.28% Add +28.7% 38,119 $2.7M
Comprehensive Money Management Services LLC 1.71% Reduce -6.6% 38,109 $2.7M
Rossby Financial, LCC 0.50% Add +68.7% 38,569 $2.7M
Kennebec Savings Bank 2.16% Reduce -0.9% 37,852 $2.7M
Private Wealth Management Group, LLC 0.62% Reduce -3.1% 37,789 $2.7M
Sharp Wealth Advisory, LLC 1.24% Reduce -0.4% 37,655 $2.7M
Legacy Wealth Advisors, LLC 1.16% No change 37,590 $2.7M
Flagship Harbor Advisors, LLC 0.10% Add +0.2% 37,511 $2.7M
Victory Financial Group, LLC 0.28% Add +7.6% 37,397 $2.7M
Phillip James Consulting Co. 1.78% New 37,298 $2.7M
Baron Silver Stevens Financial Advisors, LLC 0.34% Add +1.0% 37,297 $2.7M
Simplicity Wealth,LLC 0.09% Reduce -28.4% 37,275 $2.7M
Flagstar Securities, Inc. 0.80% Add +68.1% 37,223 $2.7M
Maseco LLP 0.07% Add +12.0% 36,882 $2.6M
Blue Bell Private Wealth Management, LLC 0.33% Add +1.2% 36,696 $2.6M
William Howard & Co Financial Advisors Inc 2.03% Reduce -0.2% 36,641 $2.6M
Watershed Private Wealth LLC 0.73% Reduce -20.3% 36,584 $2.6M
Dakota Wealth Management 0.05% Add +3.7% 36,565 $2.6M
Capital Asset Managemnet, LLC 5.83% Reduce -44.6% 36,361 $2.6M
Aquire Wealth Advisors, LLC 0.59% Reduce -5.6% 36,214 $2.6M
Legacy Bridge, LLC 0.80% Add +1.1% 36,195 $2.6M
Aua Capital Management, LLC 1.19% Add +0.0% 36,069 $2.6M
Clifford Swan Investment Counsel LLC 0.08% Add +1.6% 36,069 $2.6M
LongView Wealth Management 0.66% Reduce -2.3% 35,879 $2.6M
Bell Bank 0.10% Reduce 0.0% 35,846 $2.6M
CMH Wealth Management LLC 0.39% Add +4.4% 35,800 $2.6M
Financial Planning Hawaii, Inc. 1.37% Add +4.2% 35,766 $2.5M
JMN Financial LLC 1.98% Add +0.1% 35,722 $2.5M
Sage Capital Advisors,llc 0.53% Reduce -3.0% 35,622 $2.5M
Thompson Siegel & Walmsley LLC 0.05% Add +8.9% 35,615 $2.5M
Landmark Wealth Management, LLC 0.61% Add +0.3% 35,597 $2.5M
FSM Wealth Advisors, LLC 0.27% Reduce -1.3% 35,539 $2.5M
Platform Technology Partners 0.41% Add +5.4% 35,536 $2.5M
Security Benefit Life Insurance Co. 1.40% Reduce -41.9% 35,500 $2.5M
Kropog Financial Group, LLC 1.77% Add +2.5% 35,344 $2.5M
WASHINGTON TRUST Co 0.08% No change 35,210 $2.5M
Tennessee Valley Asset Management Partners 0.28% Add +12.2% 35,045 $2.5M
Downshift Financial, LLC 1.12% Reduce -3.0% 34,709 $2.5M
Evermay Wealth Management LLC 0.25% Reduce -13.1% 34,574 $2.5M
Global Financial Private Client, LLC 0.67% Add +0.3% 34,522 $2.5M
Eagle Bluffs Wealth Management LLC 0.82% Add +0.7% 34,517 $2.5M
TIAA Wealth Investment Management LLC 0.02% Add +22.6% 34,673 $2.5M
Wincap Financial LLC 1.33% Reduce -2.7% 34,486 $2.5M
Seven Mile Advisory 1.65% Add +30.6% 34,460 $2.5M
Greystone Financial Group, LLC 0.68% Reduce -17.0% 34,356 $2.4M
Chevy Chase Trust Holdings, LLC 0.01% Add +125.4% 34,355 $2.4M
Pacific Park Financial, Inc. 1.42% Reduce -40.6% 34,297 $2.4M
IFG Advisory, LLC 0.09% Add +2415.8% 34,114 $2.4M
Fermata Advisors, LLC 0.49% Add +3.3% 34,009 $2.4M
Larson Financial Group LLC 0.06% Add +11.4% 33,877 $2.4M
Ethic Inc. 0.03% Add +403.4% 33,756 $2.4M
Owl Creek Wealth Partners LLC 0.70% Add +0.5% 33,733 $2.4M
Kestra Investment Management, LLC 0.05% Add +48.9% 33,724 $2.4M
FSA Advisors, Inc. 1.10% New 33,757 $2.4M
Bragg Financial Advisors, Inc 0.06% Reduce -3.2% 33,691 $2.4M
Beacon Advisors Holdings, LLC 1.17% Add +0.5% 33,681 $2.4M
Insight 2811, Inc. 0.97% Add +0.1% 33,585 $2.4M
Two Sigma Securities, LLC 0.21% Add +112.0% 33,550 $2.4M
Capital Investment Advisors, LLC 0.03% Reduce -2.9% 33,506 $2.4M
Afg Fiduciary Services Limited Partnership 1.88% Add +5.0% 33,699 $2.4M
Blom & Howell Financial Planning, Inc. 1.98% Reduce -20.4% 33,442 $2.4M
Entrewealth, LLC 0.88% Add +23.1% 32,952 $2.4M
Bigelow Investment Advisors, LLC 0.86% Reduce -0.2% 33,290 $2.4M
Summa Corp. 0.74% No change 33,181 $2.4M
Investor's Fiduciary Advisor Network, LLC 0.80% Add +41.4% 33,180 $2.4M
Orgel Wealth Management, LLC 0.04% New 32,732 $2.3M
Confluence Wealth Services, Inc. 0.07% Add +16.0% 32,728 $2.3M
Level Four Advisory Services, LLC 0.07% Add +21.0% 32,561 $2.3M
Milestone Asset Management Group, LLC 1.17% Reduce -0.8% 32,540 $2.3M
Cranbrook Wealth Management, LLC 0.43% Reduce -6.1% 32,421 $2.3M
Carl P. Sherr & Co., LLC 0.97% Add +13.2% 32,392 $2.3M
Hardy Reed LLC 0.15% Reduce -1.7% 32,326 $2.3M
Crestwood Advisors Group, LLC 0.03% Add +1.2% 32,304 $2.3M
Moneco Advisors, LLC 0.14% Add +12.8% 32,288 $2.3M
Atala Financial Inc 1.39% Add +96.0% 32,190 $2.3M
Beacon Bridge Wealth Partners, LLC 0.65% Add +19.6% 32,188 $2.3M
GAMMA Investing LLC 0.09% Add +0.7% 32,146 $2.3M
Charis Legacy Partners, LLC 2.81% Reduce -0.3% 32,101 $2.3M
Brand Asset Management Group, Inc. 0.50% Add +30.2% 32,045 $2.3M
VestGen Investment Management 1.21% Reduce -24.5% 32,024 $2.3M
Crewe Advisors LLC 0.17% Add +0.7% 31,991 $2.3M
3 Factor Indexing, LLC 1.93% Add +11.5% 31,953 $2.3M
HighPoint Advisor Group LLC 0.08% Add +3.4% 31,927 $2.3M
Lazard Asset Management LLC 0.00% Add +5.1% 31,814 $2.3M
Oarsman Capital, Inc. 0.24% Reduce -0.5% 31,765 $2.3M
Verdence Capital Advisors LLC 0.12% Add +0.4% 31,595 $2.3M
Steinberganna Wealth Management 0.91% Add +5.4% 31,459 $2.2M
Parsonex Advisory Services, Inc. 1.95% Reduce -9.2% 31,403 $2.2M
Marquette Associates, Inc. 1.63% New 31,364 $2.2M
Noble Wealth Partners LLC 1.94% — 31,356 $2.2M
CX Institutional 0.06% Add +8.8% 31,279 $2.2M
Exchange Bank 1.38% Add +48.2% 31,223 $2.2M
Everhart Financial Group, Inc. 0.14% Add +1.9% 31,199 $2.2M
Balanced Rock Investment Advisors LLC 1.38% Add +0.4% 31,060 $2.2M
Aries Wealth Management 0.43% No change 31,000 $2.2M
Heritage Investment Group, Inc. 0.30% Reduce -0.4% 30,999 $2.2M
NORTHSTAR ASSET MANAGEMENT Co 0.42% New 31,630 $2.2M
Arizona PSPRS Trust 0.08% New 30,933 $2.2M
RCS Financial Planning, LLC 1.04% Reduce -5.7% 30,855 $2.2M
Pecaut & Co. 0.67% Add +1.8% 30,802 $2.2M
Affinity Capital Advisors, LLC 0.27% Reduce -0.2% 30,446 $2.2M
Synergy Asset Management, LLC 0.21% Reduce -21.2% 30,650 $2.2M
Lutz Financial Services LLC 0.13% No change 30,620 $2.2M
TruNorth Capital Management, LLC 0.35% Reduce -18.2% 30,562 $2.2M
Outlook Wealth Advisors, LLC 0.47% Add +0.5% 30,507 $2.2M
S&A Financial Services, Inc. 1.31% Add +0.9% 30,222 $2.2M
Institute for Wealth Management, LLC. 0.19% Reduce -19.1% 30,150 $2.1M
XML Financial, LLC 0.16% Add +21.1% 30,054 $2.1M
Glenview Trust Co 0.03% Add +40.2% 30,051 $2.1M
Five Oceans Advisors 0.69% Reduce -1.2% 30,043 $2.1M
Independent Advisor Alliance 0.05% Reduce -90.0% 30,020 $2.1M
Global Endowment Management, LP 0.22% Reduce -37.5% 30,000 $2.1M
Peoples Financial Services Corp. 0.92% Reduce -2.3% 29,930 $2.1M
Breakwater Capital Group 0.26% Add +0.6% 29,879 $2.1M
Kiley Juergens Wealth Management, LLC 0.33% Add +1.9% 29,878 $2.1M
Harmony Asset Management LLC 0.57% Add +2.9% 29,877 $2.1M
Topor & Co. Korea 1.67% No change 29,771 $2.1M
Wealthcare Capital Partners, LLC 0.87% Reduce -1.3% 29,625 $2.1M
Insigneo Advisory Services, LLC 0.08% Add +4.0% 29,602 $2.1M
Compass Capital Corp. /Ma/ 0.68% Reduce -7.8% 28,477 $2.1M
Sensible Money, LLC 0.55% Add +19.1% 29,280 $2.1M
Wilson & Boucher Capital Management, LLC 1.22% Reduce -2.6% 29,242 $2.1M
Parcion Private Wealth LLC 0.12% Reduce -0.1% 29,186 $2.1M
McNaughton Wealth Management, LLC 0.74% Add +16.2% 29,182 $2.1M
J.E. Simmons & Co., P.C. 1.17% Reduce -1.1% 29,026 $2.1M
Capital Advisors, Ltd. LLC 0.21% Add +2.2% 28,981 $2.1M
Global Assets Advisory, LLC 0.45% Add +25.1% 29,240 $2.1M
Generations Wealth, LLC 1.95% Reduce -23.2% 28,888 $2.1M
Sunburst Financial Group, LLC 0.34% Reduce -1.3% 28,881 $2.1M
Krilogy Financial LLC 0.06% Reduce -4.1% 28,871 $2.1M
Navigate Wealth Management, LLC 1.27% Add +10.2% 29,423 $2.1M
Vista Investment Management 0.62% Add +3.2% 28,631 $2.0M
Spire Wealth Management 0.06% Reduce -3.2% 28,554 $2.0M
Sterling Financial Planning, Inc. 0.55% Reduce -1.1% 28,535 $2.0M
Compass Wealth Management LLC 0.38% Add +137.2% 28,518 $2.0M
First National Bank Sioux Falls 0.56% No change 29,570 $2.0M
Tolleson Wealth Management, Inc. 0.27% No change 28,361 $2.0M
Mma Asset Management LLC 0.64% Add +7.8% 28,295 $2.0M
Seven Bridges Advisors LLC 0.97% — 28,245 $2.0M
Howland Capital Management LLC 0.07% Add +8.4% 28,184 $2.0M
Daymark Wealth Partners, LLC 0.05% Add +0.5% 28,170 $2.0M
Cohen Investment Advisors LLC 0.90% Add +3.8% 28,114 $2.0M
Milestone Investment Advisors LLC 0.43% Reduce -0.2% 28,114 $2.0M
Wick Capital Partners, LLC 0.30% Add +0.3% 28,107 $2.0M
Naviter Wealth, LLC 0.18% New 28,097 $2.0M
Aureum Wealth Management, LLC 1.24% Reduce -4.8% 28,043 $2.0M
Bernicke Wealth Management, Ltd. 0.23% Reduce -0.1% 28,031 $2.0M
Total Clarity Wealth Management, Inc. 0.39% Reduce -1.4% 28,021 $2.0M
Adirondack Trust Co. 0.59% Add +5.8% 27,975 $2.0M
Advus Financial Partners, LLC 0.45% Add +1.3% 27,949 $2.0M
One Wealth Advisors, LLC 0.22% Reduce -6.3% 27,912 $2.0M
Athena Investment Management 1.18% Add +7.8% 27,896 $2.0M
WBH Advisory Inc. 0.13% Add +0.1% 27,889 $2.0M
Summit Wealth Partners, LLC 0.28% Reduce -0.1% 27,888 $2.0M
Common Fund for Nonprofit Organizations 0.18% Reduce -14.9% 27,857 $2.0M
Quantify Chaos Advisors, LLC 5.57% Add +1.9% 27,764 $2.0M
Heirloom Wealth Management 0.29% Reduce -14.1% 27,628 $2.0M
Hegarty Advisors, LLC 1.35% Add +6.3% 27,595 $2.0M
TRB Wealth Management, LLC 0.26% Add +6.4% 27,566 $2.0M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.16% Add +4.3% 27,561 $2.0M
Busey Bank 0.05% Add +32.7% 27,461 $2.0M
Axis Wealth Partners, LLC 0.94% Add +7.4% 27,443 $2.0M
Continuum Advisory, LLC 0.16% Reduce -4.1% 27,416 $2.0M
Rainier Family Wealth Inc. 1.11% No change 27,391 $2.0M
Peak Asset Management, LLC 0.29% Add +179.6% 27,346 $1.9M
Westmount Partners, LLC 0.43% Add +47.9% 27,333 $1.9M
Ramsay, Stattman, Vela & Price, Inc. 0.35% Add +3.1% 27,332 $1.9M
Peck Wealth Management, LLC 1.63% Add +0.1% 27,229 $1.9M
Tower Bridge Advisors 0.17% No change 27,108 $1.9M
Gridiron Partners, LLC 1.01% Add +0.3% 27,048 $1.9M
J. Safra Sarasin Holding AG 0.03% No change 30,000 $1.9M
Lavelle Capital LP 0.97% Reduce -0.1% 26,854 $1.9M
Transcend Capital Advisors, LLC 0.13% Add +1.6% 26,843 $1.9M
Tufton Capital Management 0.32% Add +22.0% 26,814 $1.9M
Meriwether Wealth & Planning, LLC 0.95% Add +13.8% 26,805 $1.9M
Petra Financial Advisors Inc. 0.88% New 26,755 $1.9M
Security National Bank of So Dak 0.88% Add +2.8% 26,715 $1.9M
Minot DeBlois Advisors LLC 1.63% Reduce -0.3% 26,689 $1.9M
Hall Laurie J Trustee 0.59% No change 26,669 $1.9M
New Republic Capital, LLC 0.43% Add +0.1% 26,419 $1.9M
Aprio Wealth Management, LLC 0.09% Reduce -13.8% 26,336 $1.9M
GeoWealth Management, LLC 0.06% Reduce -22.5% 26,335 $1.9M
Chico Wealth RIA 0.97% Reduce -1.0% 26,229 $1.9M
Wealthedge Investment Advisors, LLC 0.63% Reduce -3.8% 26,134 $1.9M
Pennington Partners & Co., LLC 0.60% Reduce -1.3% 26,075 $1.9M
Sendero Wealth Management, LLC 0.18% Add +4.1% 26,045 $1.9M
Baxter Bros Inc. 0.21% No change 26,043 $1.9M
City State Bank 0.42% Add +9.3% 25,910 $1.8M
Tocqueville Asset Management L.P. 0.02% Reduce -60.7% 25,907 $1.8M
Baker Boyer National Bank 0.51% No change 25,890 $1.8M
Vertrix Wealth Management, LLC 0.62% Add +23.9% 25,696 $1.8M
WFA of San Diego, LLC 1.50% Add +26.5% 24,895 $1.8M
Bridge Generations Wealth Management LLC 0.93% Add +10.0% 25,677 $1.8M
Smith Salley Wealth Management 0.08% Add +13.9% 25,675 $1.8M
Midland Wealth Advisors, LLC 0.09% Reduce -4.0% 25,658 $1.8M
Colony Family Offices, LLC 0.40% Reduce -0.8% 25,618 $1.8M
Fingerlakes Wealth Management, Inc. 0.98% Add +20.4% 25,600 $1.8M
Align Financial, LLC 0.91% Add +2.2% 25,594 $1.8M
Destination Wealth Management 0.04% Reduce -12.2% 25,554 $1.8M
Retirement Systems of Alabama 0.01% No change 25,369 $1.8M
Nottingham Advisors, Inc. 0.21% Reduce -6.2% 25,951 $1.8M
PW Advisors, LLC \ FL 1.20% Add +0.0% 25,134 $1.8M
Silver Grove Financial Group, Inc. 0.97% Add +6.0% 25,078 $1.8M
Ewa, LLC 0.33% Add +14.3% 25,073 $1.8M
Liberty Wealth Management LLC 0.22% No change 27,863 $1.8M
Ofc Financial Planning, LLC 1.58% Add +8.4% 24,958 $1.8M
Glass Jacobson Investment Advisors llc 0.55% Add +9.5% 24,905 $1.8M
Meridian Investment Counsel Inc. 0.38% Add +0.2% 24,893 $1.8M
Cambient Family Office, LLC 0.22% New 24,859 $1.8M
Voya Financial Advisors, Inc. 0.16% Add +3.8% 24,959 $1.8M
Gerber Kawasaki Wealth & Investment Management 0.05% Add +8.6% 24,806 $1.8M
Motco 0.15% Reduce -11.0% 24,802 $1.8M
Hazlett, Burt & Watson, Inc. 0.47% Add +42.5% 24,755 $1.8M
Advisory Research Inc. 0.18% Add +1.4% 24,652 $1.8M
Flower City Capital 0.77% No change 24,576 $1.8M
Midwest Capital Advisors, LLC 0.71% Reduce -0.8% 24,568 $1.8M
Osborne Partners Capital Management, LLC 0.10% Add +1.4% 24,548 $1.7M
South Plains Financial, Inc. 0.94% Add +0.1% 24,469 $1.7M
Optimist Retirement Group LLC 0.67% Reduce -0.8% 24,408 $1.7M
TCTC Holdings, LLC 0.05% Add +3.4% 24,408 $1.7M
Smith Chas P & Associates Pa Cpas 0.09% No change 24,399 $1.7M
White Lighthouse Investment Management Inc. 0.22% Reduce -0.8% 24,272 $1.7M
Sargent Investment Group, LLC 0.21% Add +18.9% 24,268 $1.7M
CFO4Life Group, LLC 0.23% Add +0.4% 24,212 $1.7M
Earned Wealth Advisors, LLC 0.11% Reduce -5.4% 24,131 $1.7M
Catalyst Financial Partners LLC 0.17% Reduce -1.4% 24,054 $1.7M
Sunpointe, LLC 0.49% Add +245.7% 24,030 $1.7M
Capital Advisors Wealth Management, LLC 0.20% Add +0.9% 24,027 $1.7M
Compass Planning Associates Inc 0.92% Add +0.2% 23,926 $1.7M
Accel Wealth Management 0.38% Add +5.7% 23,868 $1.7M
Hardin Capital Partners, LLC 0.79% Add +6.9% 23,854 $1.7M
Stonehearth Capital Management, LLC 0.58% Reduce -31.0% 23,850 $1.7M
Geometric Wealth Advisors 0.18% Add +3.4% 23,814 $1.7M
Prosperity Planning, Inc. 0.54% Reduce -2.2% 23,783 $1.7M
Urban Financial Advisory Corp 0.47% Add +67.9% 23,766 $1.7M
Kera Capital Partners, Inc. 0.16% Add +89.3% 23,758 $1.7M
Clear Investment Research, LLC 2.63% Add +0.5% 23,671 $1.7M
Kavar Capital Partners Group, LLC 0.21% Reduce -0.5% 23,551 $1.7M
Stone Loft Wealth Management LLC 0.95% Add +0.5% 23,692 $1.7M
Cannell & Spears LLC 0.03% No change 23,545 $1.7M
Cascades Capital Asset Management, LLC 0.63% Add +25.4% 23,535 $1.7M
McCarter Private Wealth Services LLC 0.58% Reduce -6.1% 23,497 $1.7M
Fiduciary Financial Group, LLC 0.19% Reduce -1.6% 23,451 $1.7M
Old North State Trust, LLC 0.85% Reduce -1.4% 23,293 $1.7M
Fidelity D & D Bancorp Inc. 0.57% No change 23,291 $1.7M
Murphy, Middleton, Hinkle & Parker, Inc. 0.67% Reduce -0.5% 23,230 $1.7M
Clearwave Capital, LLC 0.91% Reduce -0.8% 23,187 $1.7M
Fiscal Wisdom Wealth Management, LLC 1.40% Add +21.7% 23,158 $1.7M
Stash Investments, LLC 0.53% New 23,150 $1.6M
Stonebridge Capital Advisors LLC 0.11% Add +1.1% 23,128 $1.6M
Main Management LLC 0.11% Add +2.4% 23,074 $1.6M
Mondrian Investment Partners LTD 0.03% Add +92.2% 23,040 $1.6M
Investment Advisory Group, LLC 0.36% No change 23,003 $1.6M
Elevatus Welath Management 0.40% No change 23,002 $1.6M
Sunbeam Capital Management, LLC 0.75% Add +114.2% 22,995 $1.6M
New England Private Wealth Advisors LLC 0.16% Add +2.8% 23,464 $1.6M
Peak Financial Management, Inc. 0.38% Reduce -0.7% 22,951 $1.6M
Advisory Alpha, LLC 0.04% Add +2.9% 22,864 $1.6M
American Alpha Advisors, LLC 0.96% Add +5.7% 22,826 $1.6M
Portfolio Resources Advisor Group, Inc. 1.38% Add +32.6% 22,820 $1.6M
Scotia Capital Inc. 0.01% Reduce -0.6% 22,763 $1.6M
Tempo Wealth, LLC 0.24% Reduce -4.3% 22,734 $1.6M
Monograph Wealth Advisors, LLC 0.13% Add +0.0% 22,725 $1.6M
Family Capital Management, Inc. 0.63% Reduce -0.1% 22,701 $1.6M
Arcadia Investment Advisors LLC 0.68% Reduce -1.5% 22,693 $1.6M
Lake Street Private Wealth, LLC 0.19% Add +1.8% 22,672 $1.6M
RKL Wealth Management LLC 0.13% Reduce -0.4% 22,658 $1.6M
HORAN Wealth, LLC 0.20% Reduce -48.5% 22,628 $1.6M
Probity Advisors, Inc. 0.23% Reduce -0.6% 22,588 $1.6M
Cannon Financial Strategists, Inc. 0.18% Add +8.8% 22,528 $1.6M
Rydar Equities, Inc. 0.90% Add +10.9% 22,874 $1.6M
WCG Wealth Advisors LLC 0.04% Reduce -2.1% 22,322 $1.6M
Vista Capital Partners, Inc. 0.14% Reduce -6.0% 22,304 $1.6M
Clear Harbor Asset Management, LLC 0.10% Reduce -2.1% 22,289 $1.6M
Benchmark Financial Wealth Advisors, LLC 0.39% Reduce -2.0% 22,229 $1.6M
Key Financial Inc 0.26% Add +0.4% 22,213 $1.6M
Zacks Investment Management 0.01% Reduce -19.9% 22,210 $1.6M
LexAurum Advisors, LLC 0.18% Add +8.6% 22,124 $1.6M
First American Bank 0.09% Add +0.1% 22,117 $1.6M
55 North Private Wealth, LLC 0.31% Reduce -29.1% 22,086 $1.6M
NTV Asset Management LLC 0.15% No change 21,924 $1.6M
Curated Wealth Partners LLC 0.18% Add +0.0% 21,914 $1.6M
RDA Financial Network 0.34% Add +6.8% 21,884 $1.6M
Johnson Financial Group, Inc. 0.05% Add +3.2% 21,858 $1.6M
L & S Advisors Inc 0.16% Add +0.6% 21,848 $1.6M
State Street Corp. 0.00% Reduce -25.8% 21,845 $1.6M
Forvis Mazars Wealth Advisors, LLC 0.03% Reduce -0.5% 21,844 $1.6M
Proactive Wealth Strategies LLC 0.25% Reduce -0.2% 21,831 $1.6M
Lifeworks Advisors, LLC 0.16% Add +167.8% 21,741 $1.5M
Vann Equity Management LLC 0.94% Add +2.1% 21,687 $1.5M
Canvas Wealth Advisors, LLC 0.21% Add +0.4% 21,625 $1.5M
Wealthcare Capital Management LLC 0.15% Reduce -1.9% 21,607 $1.5M
Schaper Benz & Wise Investment Counsel Inc. 0.10% Add +15.3% 21,590 $1.5M
Fielder Capital Group LLC 0.33% Reduce 0.0% 21,578 $1.5M
Hemenway Trust Co LLC 0.11% Add +0.4% 21,537 $1.5M
WealthTrak Capital Management LLC 1.01% Reduce -1.2% 21,507 $1.5M
Revisor Wealth Management LLC 0.37% Add +16.6% 21,498 $1.5M
Windsor Advisory Group, LLC 1.11% New 21,479 $1.5M
1832 Asset Management L.P. 0.00% No change 21,474 $1.5M
Chapin Davis, Inc. 0.27% Add +1.7% 21,335 $1.5M
Roffman Miller Associates Inc. 0.08% Add +0.3% 21,308 $1.5M
Traveka Wealth, LLC 0.50% Reduce -2.1% 21,303 $1.5M
Ami Investment Management Inc. 0.32% No change 21,291 $1.5M
Forefront Wealth Partners, LLC 0.47% Add +51.8% 21,276 $1.5M
Strategic Financial Services, Inc. 0.07% No change 21,201 $1.5M
Financial Strategies Group, Inc. 0.24% Reduce -4.3% 21,434 $1.5M
Jump Financial, LLC 0.01% New 21,152 $1.5M
Strategies Wealth Advisors, LLC 0.13% Reduce -9.2% 21,051 $1.5M
Diesslin Group, Inc. 0.58% Reduce -6.2% 21,039 $1.5M
Brio Consultants, LLC 0.18% Reduce -2.0% 20,994 $1.5M
Arsenal Capital Advisors LLC 0.88% No change 20,985 $1.5M
KCM Investment Advisors LLC 0.04% Reduce -11.6% 20,973 $1.5M
Mitchell Capital Management Co. 0.23% Reduce -0.3% 20,968 $1.5M
McClarren Financial Advisors, Inc. 0.77% Reduce -0.3% 20,877 $1.5M
Susquehanna International Group, LLP 0.00% Reduce -85.3% 20,827 $1.5M
Sterling Investment Management, LLC 0.81% Reduce -10.4% 20,809 $1.5M
Defined Wealth Management, LLC 0.76% Reduce -1.0% 20,792 $1.5M
Accretive Wealth Partners, LLC 0.36% Reduce -5.0% 20,785 $1.5M
NBT Bank, N.A. 0.10% Add +0.5% 20,666 $1.5M
Financial Perspectives, Inc 0.36% Add +0.4% 20,632 $1.5M
Greenline Partners, LLC 0.15% No change 20,601 $1.5M
MontVue Capital Management, Inc. 0.84% Add +10.1% 20,594 $1.5M
Client 1ST Advisory Group, LLC 0.39% No change 20,591 $1.5M
Birchcreek Wealth Management, LLC 0.57% Add +0.5% 20,518 $1.5M
ERn Financial, LLC 0.24% Reduce -22.2% 20,489 $1.5M
SeaCrest Wealth Management, LLC 0.16% Reduce -50.2% 20,462 $1.5M
Clarendon Private LLC 0.94% Add +47.2% 20,447 $1.5M
Stanley-Laman Group, Ltd. 0.15% Add +0.1% 20,366 $1.5M
Macroview Investment Management LLC 0.90% Add +12.1% 20,270 $1.4M
Eq LLC 0.35% Reduce -5.4% 20,261 $1.4M
Powers Advisory Group, LLC 0.45% Add +24.2% 20,240 $1.4M
Hansen & Associates Financial Group, Inc. 0.83% Add +15.8% 20,033 $1.4M
Adamsbrown Wealth Consultants LLC 0.27% Add +33.4% 20,208 $1.4M
Cape Investment Advisory, Inc. 0.38% Reduce -6.2% 20,208 $1.4M
Integrated Capital Management, Inc. 1.00% Add +5.0% 20,099 $1.4M
RBF Capital, LLC 0.06% No change 20,000 $1.4M
Pioneer Wealth Management Group 0.34% Reduce -0.6% 19,997 $1.4M
Kassira Wealth Management LLC 1.14% Add +0.9% 19,991 $1.4M
Mainsail Financial Group, LLC 0.48% Add +4.0% 19,933 $1.4M
Wealth Advisory Solutions, LLC 0.29% Reduce -13.0% 19,929 $1.4M
Williams Jones Wealth Management, LLC. 0.02% Reduce -6.1% 19,905 $1.4M
PFG Investments, LLC 0.05% Reduce -2.3% 19,853 $1.4M
Hanover Advisors Inc. 0.51% Reduce -7.1% 19,844 $1.4M
Leonard Rickey Investment Advisors P.L.L.C. 0.22% Reduce -8.4% 19,781 $1.4M
Financial Life Advisors 0.40% Reduce -2.6% 19,743 $1.4M
Knightsbridge Asset Management, LLC 0.19% New 19,730 $1.4M
Uptick Partners, LLC 0.22% Add +4.8% 19,679 $1.4M
Antonelli Financial Advisors, LLC 0.96% Reduce -7.5% 19,666 $1.4M
Palisade Asset Management, LLC 0.13% Add +2.5% 19,577 $1.4M
Idaho Trust Co 0.41% No change 19,545 $1.4M
MBE Wealth Management, LLC 0.49% Add +1.0% 19,540 $1.4M
Jennison Associates LLC 0.00% Reduce -56.7% 19,527 $1.4M
Boston Research & Management Inc. 0.31% No change 19,498 $1.4M
IKE Capital, LLC 0.73% Reduce -8.6% 19,371 $1.4M
Heck Capital Advisors, LLC 0.08% Add +5.7% 19,345 $1.4M
3Chopt Investment Partners, LLC 0.26% Reduce -5.3% 19,341 $1.4M
LS Investment Advisors, LLC 0.19% No change 19,321 $1.4M
DV Trading LLC 0.11% Add +501.3% 19,307 $1.4M
First Merchants Corp. 0.05% Add +24.0% 19,299 $1.4M
Winthrop Partners - WNY, LLC 0.68% No change 19,292 $1.4M
Breakwater Investment Management 0.47% Reduce -2.7% 19,209 $1.4M
Keystone Financial Group 0.08% Add +11.4% 19,154 $1.4M
Wealthquest Corp 0.09% No change 19,133 $1.4M
Golden State Wealth Management, LLC 0.12% Reduce -1.0% 19,106 $1.4M
Fee-Only Financial Planning, L.C. 0.72% Reduce -6.4% 18,894 $1.3M
Mattern Capital Management, LLC 0.16% No change 18,878 $1.3M
Baldwin Wealth Partners LLC 0.09% Reduce -4.4% 18,825 $1.3M
Guardian Asset Advisors, LLC 0.62% Add +73.6% 18,820 $1.3M
NBH Bank 0.56% — 18,812 $1.3M
Central Pacific Bank - Trust Division 0.14% Add +868.5% 18,722 $1.3M
AMG Asset Management Group, Inc. 0.83% Reduce -0.7% 18,713 $1.3M
Cambria Investment Management, L.P. 0.07% Add +73.7% 18,713 $1.3M
Avos Capital Management, LLC 0.55% Reduce -14.0% 18,707 $1.3M
Putney Financial Group LLC 1.20% Add +2.8% 18,701 $1.3M
GreatBanc Trust CO 0.82% Reduce -2.2% 18,650 $1.3M
Keeler Thomas Management LLC 0.47% Add +406.3% 18,626 $1.3M
Douglass Winthrop Advisors, LLC 0.02% Add +21.8% 18,619 $1.3M
Sfm, LLC 0.68% New 18,590 $1.3M
Red Lighthouse Investment Management, LLC 0.39% No change 18,549 $1.3M
Taylor & Morgan Wealth Management, LLC 0.65% Reduce -3.6% 18,451 $1.3M
KFA Private Wealth Group, LLC 0.32% Add +7.2% 18,385 $1.3M
ATX Financial Planning, LLC 0.86% Reduce -8.2% 18,329 $1.3M
First County Bank 0.62% Add +14.8% 18,287 $1.3M
Pacific Sage Partners, LLC 0.19% Add +22.1% 18,271 $1.3M
Burke & Herbert Bank & Trust Co. 0.32% Reduce -13.1% 18,250 $1.3M
MTM Investment Management, LLC 0.37% Add +7.8% 18,230 $1.3M
Laurel Wealth Advisors LLC 0.13% No change 18,198 $1.3M
PlanVest Financial, Inc 0.86% Add +6.9% 18,078 $1.3M
Legacy Trust 0.23% Reduce -1.5% 18,040 $1.3M
Parkwoods Wealth Partners, LLC 0.21% Add +138.3% 17,988 $1.3M
Ketron Financial 0.40% Reduce -5.2% 17,982 $1.3M
Bell Investment Advisors, Inc 0.19% Reduce -1.4% 17,962 $1.3M
Halter Ferguson Financial Inc. 0.21% No change 17,953 $1.3M
Elevate Capital Advisors, LLC 0.71% Add +236.7% 17,903 $1.3M
Immaculate Wealth Management LLC 8.64% Add +4.3% 17,901 $1.3M
Quotient Wealth Partners, LLC 0.03% Reduce -12.9% 17,898 $1.3M
Colton Groome Financial Advisors, LLC 0.31% Reduce -0.8% 17,883 $1.3M
Heartland Bank & Trust Co 0.26% No change 17,874 $1.3M
Capstone Wealth Management Group, Inc. 0.77% — 17,873 $1.3M
Cromwell Holdings LLC 0.57% New 17,860 $1.3M
Genesis Private Wealth, LLC 0.36% Reduce -28.4% 17,855 $1.3M
BTG Pactual Asset Management US LLC 0.10% Add +49.5% 25,598 $1.3M
Resources Management Corp. /CT/ 0.16% Reduce -5.6% 17,593 $1.3M
Cozad Asset Management Inc. 0.08% Add +21.9% 17,569 $1.3M
Olde Wealth Management, LLC 0.35% Add +2.4% 17,567 $1.3M
Skyline Advisors, Inc. 0.39% Add +12.7% 17,543 $1.2M
MKD Wealth Coaches, LLC 1.07% New 17,539 $1.2M
Tobias Financial Advisors, Inc. 0.16% Add +2.4% 17,538 $1.2M
Coppell Advisory Solutions LLC 0.10% New 32,311 $1.2M
FAS Wealth Partners, Inc. 0.06% Add +3.0% 17,474 $1.2M
Next Capital Management LLC 0.34% Add +4.1% 17,435 $1.2M
Salem Investment Counselors Inc. 0.03% Add +1.0% 17,398 $1.2M
Blue Zone Wealth Advisors, LLC 0.22% Add +0.2% 17,379 $1.2M
Carmel Capital Partners, LLC 0.41% Reduce -3.4% 17,229 $1.2M
UNIVEST FINANCIAL Corp 0.06% Add +1.2% 17,208 $1.2M
Integrity Investment Advisors, LLC 0.53% Add +7.6% 17,166 $1.2M
Woodstock Corp. 0.10% Reduce -0.4% 17,161 $1.2M
Jane Street Group, LLC 0.00% Reduce -99.1% 17,063 $1.2M
Goepper Burkhardt LLC 0.36% Reduce -11.2% 17,056 $1.2M
Sound View Wealth Advisors Group, LLC 0.08% No change 17,052 $1.2M
Pillar Financial Advisors, LLC 0.63% Add +0.1% 16,982 $1.2M
DKM Wealth Management, Inc. 0.79% Add +0.3% 16,971 $1.2M
JSF Financial, LLC 0.19% Add +211.6% 16,951 $1.2M
Twin City Private Wealth, LLC 0.85% Add +7.9% 16,929 $1.2M
First National Bank of Hutchinson 0.66% Add +22.5% 16,816 $1.2M
Jag Capital Management, LLC 0.11% Reduce -17.1% 16,814 $1.2M
RAM Investment Partners, LLC 0.19% Add +11.5% 16,804 $1.2M
Golden Bell Financial Planning LLC 0.88% Reduce -4.6% 16,784 $1.2M
Abacus Wealth Partners, LLC 0.13% Add +2.5% 16,741 $1.2M
Brookwood Investment Group LLC 0.14% Add +2.1% 16,694 $1.2M
NWF Advisory Services Inc. 0.11% Add +68.4% 16,651 $1.2M
Ariadne Wealth Management, LP 0.52% New 16,614 $1.2M
WPG Advisers, LLC 0.69% Add +3.3% 16,591 $1.2M
Barings LLC 0.02% No change 16,483 $1.2M
Twelve Points Wealth Management LLC 0.24% Reduce -11.6% 16,480 $1.2M
Shufro Rose & Co. LLC 0.07% Add +3.0% 16,439 $1.2M
Stirlingshire Investments, Inc. 0.87% Reduce -11.3% 16,415 $1.2M
Nikulski Financial, Inc. 0.25% Add +0.0% 16,402 $1.2M
Pinnacle Bancorp, Inc. 0.30% Reduce -5.3% 16,303 $1.2M
Pinion Investment Advisors, LLC 0.22% Reduce -7.5% 16,266 $1.2M
Capital Squared Financial LLC 0.76% Add +5.9% 16,261 $1.2M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -7.5% 16,181 $1.2M
Spirepoint Private Client, LLC 0.09% Add +2.4% 16,181 $1.2M
Burton Enright Welch 0.14% Reduce -1.6% 16,179 $1.2M
Arcus Capital Partners, LLC 0.48% Add +0.3% 16,166 $1.2M
Paragon Capital Management Ltd 0.22% Reduce -7.6% 16,156 $1.2M
Capital Management Associates, Inc 0.23% Reduce -20.3% 16,112 $1.1M
Freedom Financial Partners LLC 0.37% Reduce -2.7% 16,067 $1.1M
Koss-Olinger Consulting, LLC 0.09% Add +0.9% 16,052 $1.1M
Godfrey Financial Associates, Inc. 0.88% Add +10.1% 15,596 $1.1M
Harpswell Capital Advisors, LLC 0.73% Reduce -0.3% 16,034 $1.1M
Horizon Investment Services, LLC 0.32% Add +2.5% 16,023 $1.1M
Kesler, Norman & Wride, LLC 0.18% Add +5.2% 16,013 $1.1M
WealthShield Partners, LLC 0.17% Reduce -17.3% 16,009 $1.1M
Stordahl Capital Management, Inc. 0.21% Reduce -1.0% 16,004 $1.1M
Biltmore Family Office, LLC 0.15% Reduce -5.2% 16,001 $1.1M
TCV Trust & Wealth Management, Inc. 0.09% No change 15,905 $1.1M
Vantage Point Financial LLC 0.35% Add +6.4% 15,875 $1.1M
Mayfair Advisory Group, LLC 0.34% Reduce -0.7% 16,134 $1.1M
FLC Capital Advisors 0.18% Reduce -12.8% 15,781 $1.1M
McLean Asset Management Corp 0.15% Add +5.9% 15,911 $1.1M
Richards, Merrill & Peterson, Inc. 0.36% Add +2.2% 15,751 $1.1M
Belleair Asset Management, LLC 0.94% Add +1.5% 15,741 $1.1M
Kagan Cocozza Asset Management 0.70% No change 15,703 $1.1M
Santori & Peters, Inc. 0.31% Add +1.7% 15,663 $1.1M
Valpey Financial Services, LLC 0.66% Add +1.3% 15,662 $1.1M
Independent Wealth Network Inc. 0.28% Add +13.9% 15,621 $1.1M
Godsey & Gibb, Inc. 0.09% Reduce -2.6% 15,576 $1.1M
Two Sigma Investments, LP 0.00% New 15,560 $1.1M
Acumen Wealth Advisors, LLC 0.23% Reduce -91.5% 15,542 $1.1M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.36% Reduce -5.8% 15,700 $1.1M
Spinnaker Investment Group, LLC 0.18% Add +44.8% 15,449 $1.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.12% Add +1.1% 15,424 $1.1M
Polaris Investment Advisors, LLC 0.70% No change 15,412 $1.1M
Westfuller Advisors, LLC 0.40% Add +96.3% 15,408 $1.1M
Optima Capital LLC 0.43% Reduce -8.2% 15,366 $1.1M
Ticino Wealth 0.35% Reduce -62.4% 15,365 $1.1M
Viewpoint Capital Management LLC 0.56% No change 15,352 $1.1M
Innovative Wealth Building LLC 0.64% Add +0.6% 15,345 $1.1M
Beaumont Financial Advisors, LLC 0.07% Reduce -26.7% 15,342 $1.1M
Tudor Financial Inc. 0.49% Reduce -4.9% 15,341 $1.1M
Rice Partnership, LLC 0.13% Reduce -0.5% 15,317 $1.1M
Elser Financial Planning, Inc 0.05% Add +2.9% 15,288 $1.1M
Aspire Capital Advisors LLC 0.21% Add +0.3% 15,270 $1.1M
J. Derek Lewis & Associates Inc. 0.21% Add +11.3% 15,250 $1.1M
Outbound Financial Inc 0.70% Add +24.2% 15,247 $1.1M
Redmond Asset Management, LLC 0.27% Add +10.2% 15,235 $1.1M
Medallion Wealth Advisors, LLC 0.34% Reduce -16.7% 15,250 $1.1M
Fire Capital Management LLC 0.44% Add +283.3% 15,171 $1.1M
Northwest Bancshares, Inc. 0.19% Reduce -3.0% 15,158 $1.1M
Black Cypress Capital Management, LLC 0.72% Reduce -0.7% 15,129 $1.1M
Brown Financial Advisory 0.45% No change 15,092 $1.1M
Alaethes Wealth, LLC 0.31% Add +4.0% 15,040 $1.1M
Arwa LLC 0.44% Add +213.9% 15,252 $1.1M
Intelligence Driven Advisers, LLC 0.17% Reduce -0.2% 14,990 $1.1M
Fragasso Financial Advisors Inc 0.06% Add +0.1% 14,948 $1.1M
Center for Financial Planning, Inc. 0.10% Reduce -1.9% 14,862 $1.1M
Yoder Wealth Management, Inc. 0.41% No change 14,841 $1.1M
Clearstead Trust, LLC 0.14% Add +2.1% 14,840 $1.1M
Dunhill Financial, LLC 0.22% Reduce -14.1% 14,835 $1.1M
Crux Wealth Advisors 0.36% Add +0.5% 14,757 $1.1M
Beckerman Institutional, LLC 0.50% No change 14,748 $1.1M
Modus Advisors, LLC 0.26% No change 14,704 $1.0M
Maia Wealth LLC 0.15% Reduce -14.7% 14,618 $1.0M
Founders Financial Alliance, LLC 0.14% Reduce -32.7% 14,581 $1.0M
American State Bank (Iowa) 0.42% Add +12.9% 14,574 $1.0M
TCI Wealth Advisors, Inc. 0.04% Add +1.8% 14,537 $1.0M
SYM FINANCIAL Corp 0.08% Reduce -83.5% 14,476 $1.0M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 0.81% Reduce -1.3% 14,435 $1.0M
Harbor Investment Advisory, LLC 0.07% Add +121.3% 14,403 $1.0M
Lotus Asset Management LLC 0.91% — 14,399 $1.0M
Sonoma Private Wealth LLC 1.10% Reduce -1.0% 14,391 $1.0M
Capital Advantage, Inc. 0.13% No change 14,382 $1.0M
TriaGen Wealth Management LLC 0.26% No change 14,353 $1.0M
Sage Rhino Capital LLC 0.17% Reduce -1.0% 14,345 $1.0M
Bank of Marin 0.71% Reduce -29.7% 14,254 $1.0M
Legacy Capital Wealth Partners, LLC 0.19% Add +0.6% 14,201 $1.0M
Sound Income Strategies, LLC 0.05% Add +3.0% 14,133 $1.0M
BigSur Wealth Management LLC 0.24% No change 14,100 $1.0M
Waterfront Wealth Inc. 0.15% Add +2.6% 14,074 $999K
Pinnacle Wealth Planning Services, Inc. 0.09% Add +1.8% 13,984 $996K
Romano Brothers and Company 0.10% Reduce -0.4% 13,920 $992K
Bluesphere Advisors LLC 0.31% Add +5.8% 13,919 $992K
Causey Wealth LLC 0.39% Add +0.0% 13,900 $990K
Bay Capital Advisors, LLC 0.53% Reduce -0.6% 13,872 $988K
Squarepoint Ops LLC 0.00% Reduce -86.3% 13,862 $988K
Everstar Asset Management, LLC 0.48% Reduce -41.5% 13,854 $987K
Balance Wealth Partners LLC 0.26% Reduce -14.0% 13,840 $986K
Apollon Financial, LLC 0.12% Add +3.8% 13,739 $979K
Orleans Capital Management Corp. 0.50% New 13,707 $977K
Wrenne Financial Planning LLC 0.33% Reduce -16.7% 13,631 $971K
Fort Vancouver Investment Management, LLC 0.45% Reduce -1.7% 13,609 $970K
Argyle Capital Partners, LLC 0.61% Reduce -0.6% 13,580 $968K
Opulen Financial Group LLC 0.61% Add +9.6% 13,534 $964K
Venturi Wealth Management, LLC 0.04% Add +9.8% 13,517 $963K
Approach Retirement Advisors, LLC 0.70% Reduce -3.3% 13,506 $962K
Bedel Financial Consulting, Inc. 0.09% Add +18.8% 13,485 $961K
SKY-Mountain Capital Management, Inc. 0.69% Add +28.5% 13,468 $960K
Bridgewater Advisors Inc. 0.05% Add +1.2% 13,398 $952K
Sachetta, LLC 0.46% Add +8.2% 13,356 $952K
Equitable Trust Co. 0.04% Add +157.7% 13,352 $951K
Wallace Advisory Group, LLC 0.89% Add +265.4% 13,317 $949K
Abbot Financial Management, Inc. 0.35% Add +2.1% 13,286 $947K
Sankala Group LLC 0.63% Add +4.6% 13,053 $946K
Matters Capital LLC 0.66% Add +16.7% 13,254 $944K
First Pacific Financial 0.11% Reduce -1.6% 13,233 $943K
Koesten, Hirschmann & Crabtree, INC. 0.39% Reduce -0.3% 13,205 $941K
Nixon Peabody Trust Co. 0.07% Add +32.9% 13,197 $940K
Private Wealth Group, LLC 0.36% Add +40.7% 13,163 $938K
St. Clair Advisors, LLC 0.24% Add +0.5% 13,141 $936K
Ritter Daniher Financial Advisory LLC / DE 0.14% Add +3.5% 13,110 $934K
Richard W. Paul & Associates, LLC 0.29% Reduce -11.3% 13,084 $932K
Princeton Global Asset Management LLC 0.13% Add +8.3% 13,047 $930K
Fortitude Advisory Group L.L.C. 0.35% Add +68.4% 13,015 $927K
Strategic Advisory Partners, LLC 0.66% Reduce -2.3% 13,004 $927K
Resonant Capital Advisors, LLC 0.04% No change 13,000 $926K
Annex Advisory Services, LLC 0.02% Reduce -9.3% 12,991 $926K
Objective Capital Management, LLC 0.82% Add +2.4% 12,940 $922K
Cornerstone Financial Group, LLC 0.57% Reduce -0.6% 12,935 $922K
Icon Wealth Advisors, LLC 0.06% Add +0.4% 12,829 $914K
W1M Asset Management Ltd 0.01% Add +2.6% 12,805 $912K
Silver Oak Wealth Advisors Services, LLC 0.54% Reduce -0.3% 12,711 $906K
XTX Topco Ltd 0.01% New 12,701 $905K
Richard P Slaughter Associates Inc 0.18% Reduce -3.6% 12,687 $904K
Elgethun Capital Management 0.13% No change 12,676 $903K
Warren Street Wealth Advisors, LLC 0.20% Reduce -0.4% 12,661 $902K
Friedenthal Financial 0.42% Add +0.2% 12,658 $902K
Evernest Financial Advisors, LLC 0.19% Add +1.5% 12,651 $901K
Round Rock Advisors LLC 0.12% Add +1.6% 12,637 $900K
BetterWealth, LLC 0.16% No change 12,579 $896K
Twin Peaks Wealth Advisors, LLC 0.20% Add +9.1% 12,578 $896K
Independence Bank of Kentucky 0.10% Reduce -1.6% 12,565 $895K
Fortress Financial Group, LLC 0.45% Reduce -6.8% 12,562 $895K
Laffer Tengler Investments, Inc. 0.13% Add +3.5% 12,561 $895K
Viawealth, LLC 0.45% Reduce -0.2% 12,557 $895K
Arkos Global Advisors 0.11% Add +0.2% 12,510 $891K
Peak Wealth Management LLC 0.62% Reduce -6.0% 12,445 $887K
Fayez Sarofim & Co 0.00% No change 12,444 $887K
Grandfield & Dodd, LLC 0.05% Add +8.6% 12,423 $885K
Potomac Fund Management Inc. 0.02% Reduce -0.7% 12,405 $884K
Madison Wealth Partners, Inc 0.11% Add +245.8% 12,362 $881K
Wealth Dimensions Group, Ltd. 0.16% Reduce -2.0% 12,337 $879K
Pearl Planning LLC 0.40% Add +2.1% 12,329 $878K
Petix & Botte Co 0.18% Add +95.0% 12,268 $874K
Hubbell Strickland Wealth Management, LLC 0.31% Add +13.8% 12,238 $872K
GK Wealth Management LLC 0.53% Reduce -91.3% 12,220 $871K
River Wealth Advisors LLC 0.09% Reduce -0.6% 12,180 $868K
Matauro, LLC 0.11% Reduce -2.4% 12,067 $860K
Alpha Financial Advisors, LLC 0.24% Add +1.4% 12,046 $858K
LRI Investments, LLC 0.07% No change 12,046 $858K
DecisionPoint Financial, LLC 0.16% Reduce -1.3% 12,189 $858K
Virtue Asset Management LLC 0.61% Reduce -0.6% 12,030 $857K
GEM Asset Management, LLC 0.34% Add +0.5% 12,006 $855K
Kingdom Financial Group LLC. 0.22% Add +5.7% 12,005 $855K
Foster Victor Wealth Advisors, LLC 0.04% Reduce -2.4% 12,082 $853K
Capital Planning LLC 0.25% Add +4.3% 11,962 $852K
HTG Investment Advisors, Inc. 0.22% No change 11,932 $850K
CWS Financial Advisors, LLC 0.19% Reduce -5.8% 11,900 $848K
Lee Danner & Bass Inc. 0.05% Add +2.0% 11,874 $846K
Missouri Trust & Investment Co 0.23% Reduce -1.3% 11,966 $845K
Burney Co./ 0.02% Add +22.3% 11,859 $845K
Integrated Wealth Management 0.89% Reduce -3.4% 11,842 $844K
Eagle Global Advisors LLC 0.03% Reduce -7.7% 11,795 $840K
Requisite Capital Management, LLC 0.14% No change 11,792 $840K
Zenith Solutions, Inc. 0.76% — 11,771 $839K
Lam Group, Inc. 0.42% Add +1.8% 11,763 $838K
Barnes Dennig Private Wealth Management LLC 0.67% No change 11,757 $838K
Cambiar Investors LLC 0.04% Add +205.2% 11,727 $836K
Asset Management Group, Inc. 0.12% Add +0.2% 11,722 $835K
Asempa Wealth Advisors 0.64% Add +0.3% 11,716 $835K
Radnor Capital Management, LLC 0.12% Reduce -3.0% 11,660 $831K
VeraBank, N.A. 0.14% Reduce -7.4% 11,658 $831K
Beacon Financial Advisory LLC 0.16% Reduce -2.0% 11,646 $830K
Cornerstone Advisors Asset Management, LLC 0.11% Reduce -1.4% 11,640 $829K
CRA Financial Services, LLC 0.10% Add +3.4% 11,633 $829K
Wellspring Financial Advisors, LLC 0.05% Reduce -0.3% 11,591 $826K
MeadowBrook Investment Advisors LLC 0.67% Reduce -0.4% 11,590 $826K
NorthCoast Asset Management LLC 0.02% Reduce -8.1% 11,519 $821K
One Wealth Capital Management, LLC 0.23% Add +99.1% 11,511 $820K
Collaborative Capital Advisors LLC 0.52% — 11,454 $816K
Gateway Investment Advisers LLC 0.01% New 11,446 $815K
Tenet Wealth Partners, LLC 0.61% — 11,641 $815K
Citadel Advisors 0.00% Reduce -85.4% 11,395 $812K
Citrine Capital LLC 0.30% Add +11.8% 11,388 $811K
Fiduciary Alliance LLC 0.05% Reduce -19.6% 11,357 $809K
Nolet Wealth Management, LLC 0.45% Reduce -87.6% 11,344 $808K
Forthright Family Wealth Advisory LLC 0.46% Reduce -61.3% 11,325 $807K
Archer Investment Management, LLC 0.28% Add +7.1% 11,323 $807K
Chatham Capital Group, Inc. 0.10% No change 11,260 $802K
Quantum Financial Advisors, LLC 0.08% Reduce -0.4% 11,254 $802K
Matisse Capital 0.32% No change 11,228 $800K
Spectrum Asset Management, Inc. (NB/CA) 0.22% Reduce -3.3% 11,211 $799K
SwitchPoint Financial Planning, LLC 0.46% No change 11,208 $799K
Raleigh Capital Management Inc. 0.25% Reduce -5.5% 11,207 $799K
Curtis Advisory Group, LLC 0.15% Reduce -1.4% 11,178 $796K
B & T Capital Management DBA Alpha Capital Management 0.10% Add +17.2% 11,162 $795K
Valtinson Bruner Financial Planning LLC 0.20% Add +0.3% 11,148 $794K
Farmers National Bank 0.17% Reduce -6.6% 11,148 $794K
Plan A Wealth LLC 0.34% Reduce -39.9% 11,134 $793K
NorthCrest Asset Manangement, LLC 0.02% Add +14.4% 11,198 $792K
Oak Wealth Advisors LLC 0.38% No change 11,108 $791K
Ascentis Wealth Management, LLC 0.13% Add +25.7% 11,091 $790K
MLG Wealth Management DBA Pine Grove Financial Group 0.08% Reduce -0.9% 11,067 $789K
Worth Asset Management, LLC 0.25% Reduce -80.0% 11,035 $786K
Trust Point Inc. 0.07% Add +7.2% 11,029 $786K
Traynor Capital Management, Inc. 0.04% Add +33.4% 11,000 $784K
Center For Asset Management LLC 0.35% Reduce -1.7% 11,000 $784K
West Michigan Advisors, LLC 0.15% Reduce -3.1% 10,995 $783K
Columbia Bank 0.17% Add +139.8% 10,952 $780K
Sun Group Wealth Partners 0.53% Add +85.1% 10,951 $780K
Toth Financial Advisory Corp. 0.08% Add +17.1% 10,937 $779K
JBR Co Financial Management Inc 0.28% New 10,930 $779K
Forza Wealth Management, LLC 0.24% Reduce -0.8% 10,908 $777K
Heritage Investors Management Corp. 0.02% Reduce -3.8% 10,902 $777K
Phillips Financial Management, LLC 0.06% Reduce -14.4% 10,888 $776K
WNY Asset Management, LLC 0.07% Add +0.5% 10,873 $775K
TrueWealth Advisors, LLC 0.17% Reduce -0.4% 10,826 $771K
Impact Partnership Wealth, LLC 0.07% Add +5.8% 10,812 $770K
WealthPlan Investment Management, LLC 0.04% Add +5.8% 10,807 $770K
COFG Advisors, LLC 0.13% Add +11.7% 10,770 $767K
Villere St Denis J & Co. LLC 0.09% No change 10,765 $767K
Vicus Capital 0.05% Add +6.8% 10,675 $761K
Rare Wolf Capital LLC 0.49% Add +38.1% 10,658 $759K
Selective Wealth Management, Inc. 0.20% Add +0.6% 10,865 $757K
North Berkeley Wealth Management, LLC 0.30% Add +9.0% 10,587 $754K
PUREfi Wealth, LLC 0.41% Add +46.3% 10,554 $752K
Integral Investment Advisors, Inc. 0.17% Reduce -12.5% 10,518 $749K
MJT & Associates Financial Advisory Group, Inc. 0.50% No change 10,508 $749K
Empirical Asset Management, LLC 0.17% Reduce -27.5% 10,505 $749K
Sherman Asset Management, Inc. 0.58% Reduce -0.0% 10,464 $746K
W Advisors, LLC 0.34% Add +1.0% 10,443 $744K
Heritage Wealth Advisors 0.03% No change 10,412 $742K
Lincoln Capital LLC 0.13% Add +6.8% 10,408 $742K
Addison Capital Co 0.12% Reduce -29.0% 10,400 $741K
Beacon Bank & Trust 0.14% No change 10,393 $741K
Shakespeare Wealth Management, LLC 0.20% No change 10,343 $737K
Key Client Fiduciary Advisors, LLC 0.21% Add +9.4% 10,337 $737K
Serenity Investment Advisors 0.31% Add +1.7% 10,109 $736K
Sierra Ocean, LLC 0.51% No change 10,263 $731K
Edgestream Partners, L.P. 0.02% Add +76.8% 10,262 $731K
Colter Lewis Investment Partners LLC 0.32% Add +50.5% 10,241 $730K
Foster Dykema Cabot & Partners, LLC 0.04% Reduce -0.4% 10,194 $726K
Denver PWM, LLC 0.24% No change 9,862 $726K
MBL Wealth, LLC 0.05% Add +1.4% 10,173 $725K
PGIM Custom Harvest LLC 0.01% Add +20.4% 10,170 $725K
Van Den Berg Management I, Inc. 0.15% Reduce -4.6% 10,157 $724K
Guardian Financial Partners, LLC 0.28% Reduce -4.1% 10,133 $722K
PCG Wealth Advisors, LLC 0.16% Add +6.6% 10,110 $720K
Zions Bancorporation, National Association 0.04% No change 10,104 $720K
Planned Solutions, Inc. 0.21% Add +38.8% 10,072 $718K
BWM Planning, LLC 0.17% Add +13.5% 10,067 $717K
Hobbs Group Advisors, LLC 0.19% Reduce -1.9% 10,044 $716K
Louisbourg Investments Inc. 0.13% No change 10,000 $713K
Latitude Advisors, LLC 0.28% Reduce -4.2% 9,990 $712K
Cypress Capital Group 0.07% New 9,979 $711K
IPG Investment Advisors LLC 0.10% No change 9,965 $710K
InTrack Investment Management Inc 0.35% Reduce -9.7% 9,927 $707K
Retirement Guys Formula LLC 0.27% Add +10.6% 9,925 $707K
Sheridan Capital Management, LLC 0.34% Reduce -7.8% 9,899 $705K
Tepp RIA, LLC 0.48% Reduce -27.9% 9,898 $705K
Bienville Capital Management, LLC 0.10% New 9,830 $700K
Insight Advisors, LLC/ PA 0.12% Add +5.7% 9,828 $700K
First United Bank & Trust 0.20% Add +23.6% 9,783 $697K
Synergy Investment Management, LLC 0.17% Add +40.3% 9,873 $697K
Dodds Wealth, LLC 0.16% Reduce -15.6% 9,776 $697K
Quantum Financial Partners LLC 0.35% — 9,705 $691K
Carnegie Investment Counsel 0.01% Reduce -2.0% 9,701 $691K
Chris Bulman Inc 0.25% Add +39.9% 9,701 $691K
Alta Wealth Advisors LLC 0.19% Add +3.0% 9,687 $690K
River's Edge Wealth Management, LLC 0.61% Reduce -1.5% 9,739 $690K
Ethos Financial Group, LLC 0.05% Reduce -24.9% 9,988 $689K
Atlas Capital Advisors Inc. 0.08% Add +18.5% 9,656 $688K
GW&K Investment Management, LLC 0.01% Add +0.6% 9,622 $686K
Vigilare Wealth Management 0.21% Reduce -6.1% 9,602 $684K
Focused Wealth Management, Inc 0.06% Add +0.0% 9,600 $684K
Ledyard National Bank 0.05% Reduce -5.5% 9,586 $683K
Physician Wealth Advisors, Inc. 0.08% Add +33.3% 9,563 $681K
Amplius Wealth Advisors, LLC 0.05% Add +46.0% 9,556 $681K
Howard Financial Services, LTD. 0.07% No change 9,517 $678K
KPP Advisory Services LLC 0.09% No change 9,489 $676K
LCNB Corp. 0.21% No change 9,478 $675K
HBW Advisory Services LLC 0.06% Reduce -4.1% 9,467 $675K
OMNI 360 Wealth, Inc. 0.31% Add +3.2% 9,456 $674K
Truvestments Capital LLC 0.10% Add +96.7% 11,085 $672K
Onyx Bridge Wealth Group LLC 0.06% Add +3.0% 9,419 $671K
First American Trust, FSB 0.04% Add +177.0% 9,414 $671K
Oak Family Advisors, LLC 0.19% Add +11.8% 9,409 $670K
Altiora Financial Group, LLC 0.11% No change 9,400 $670K
Rooted Wealth Advisors, Inc. 0.16% Add +0.2% 9,399 $670K
TL Private Wealth 0.25% Add +0.5% 9,461 $670K
Wimmer Associates 1, LLC 0.30% No change 9,390 $669K
Stage Harbor Financial, LLC 0.38% No change 9,328 $665K
High Probability Advisors, LLC 0.07% No change 9,286 $662K
Pasadena Private Wealth, LLC 0.08% Reduce -0.8% 9,250 $659K
KKM Financial LLC 0.09% Reduce -0.7% 9,235 $658K
Mustard Seed Financial, LLC 0.34% Reduce -0.6% 9,233 $658K
Harvest Investment Services, LLC 0.10% Reduce -5.0% 9,212 $656K
Altar Rock LLC 0.96% Add +0.0% 9,212 $656K
Vantus Wealth LLC 0.35% — 9,207 $656K
Cherry Creek Investment Advisors, Inc. 0.26% Reduce -7.2% 9,131 $651K
Atlas Brown,Inc. 0.17% Reduce -18.0% 9,122 $650K
Robinson Smith Wealth Advisors LLC 0.39% New 9,111 $649K
Providence Capital Advisors, LLC 0.10% No change 9,094 $648K
Michels Family Financial, LLC 0.41% Add +0.1% 9,081 $647K
ABLE Financial Group, LLC 0.11% Reduce -0.3% 9,068 $646K
Moss Adams Wealth Advisors LLC 0.04% Add +6.4% 9,065 $646K
First Foundation Advisors 0.02% Add +1.4% 9,065 $646K
SeaBridge Investment Advisors LLC 0.09% Add +1.2% 9,063 $646K
Cordatus Wealth Management LLC 0.14% No change 9,057 $645K
Werba Rubin Papier Wealth Management 0.08% Add +10.0% 9,012 $642K
Webster Bank, N. A. 0.06% Reduce -1.5% 9,006 $642K
Legacy Advisors, LLC 0.06% Add +42.4% 8,990 $641K
Cynosure Group, LLC 0.10% Reduce -74.6% 8,990 $641K
Northland Securities, Inc. 0.37% Add +1.5% 8,966 $639K
Patten Group, Inc. 0.10% No change 8,942 $637K
Detalus Advisors, LLC 0.12% Add +2.7% 8,911 $635K
Summit Wealth & Retirement Planning, Inc. 0.13% Reduce -20.1% 8,893 $634K
Wealth Alliance, LLC 0.05% Add +2.1% 8,892 $634K
Next Level Private LLC 0.12% Add +6.9% 8,883 $633K
Financial Alternatives, Inc 0.31% Add +5.3% 8,869 $632K
Allegheny Financial Group 0.07% Add +11.7% 8,842 $630K
Rothschild Investment LLC 0.02% Add +0.0% 8,726 $622K
Prudent Investors Network, Inc. 0.12% Add +51.0% 8,724 $622K
Gibson Capital, LLC 0.10% Add +2.6% 8,715 $621K
Trellis Wealth Advisors LLC 0.21% No change 8,715 $621K
WealthTrust Axiom LLC 0.14% Add +96.2% 8,708 $620K
Sentinel Advisory Group, LLC 0.25% Add +10.9% 8,707 $620K
GWN Securities Inc. 0.10% Reduce -20.8% 8,674 $618K
Hantz Financial Services, Inc. 0.01% Add +73.5% 8,677 $618K
5th Street Advisors, LLC 0.24% No change 8,651 $616K
Ares Financial Consulting, LLC 0.44% Add +1.1% 8,635 $615K
Harbour Investment Management LLC 0.31% No change 8,544 $609K
Fourpath Capital Management, LLC 0.08% Add +0.0% 8,537 $608K
Welch Group, LLC 0.02% No change 8,513 $607K
SVRN Asset Management, LLC 0.31% No change 8,500 $606K
Centric Wealth Management 0.09% Add +100.4% 8,632 $605K
Regatta Capital Group, LLC 0.08% New 8,479 $604K
Money Concepts Capital Corp. 0.03% Reduce -1.8% 8,453 $602K
Advantage Trust Co 0.21% Add +1051.2% 8,438 $601K
Foguth Wealth Management, LLC. 0.07% Reduce -17.9% 8,672 $600K
Pettyjohn, Wood & White, Inc. 0.09% No change 8,357 $595K
First Interstate Bank 0.03% Reduce -6.5% 8,329 $593K
SkyOak Wealth, LLC 0.10% Add +2.7% 8,308 $592K
Nicholas Wealth, LLC. 0.32% Add +37.7% 8,290 $591K
Coastal Bridge Advisors, LLC 0.04% Add +3.1% 8,290 $591K
Harbor Group, Inc. 0.07% Add +0.5% 8,242 $587K
MidFirst Bank 0.04% Add +112.0% 8,226 $586K
Keating Financial Advisory Services, Inc. 0.08% Reduce -19.9% 8,210 $585K
Cornerstone Wealth Group, LLC 0.03% Add +2.4% 8,198 $584K
Moody LYNN Lieberson & Walker, LLC 0.03% Add +3.0% 8,177 $583K
Breachway Investments LLC 0.87% No change 8,142 $580K
Liberty Atlantic Advisors LLC 0.42% Add +29.4% 8,132 $579K
Ruedi Wealth Management, Inc. 0.14% Reduce -0.9% 8,119 $578K
Maxele Advisors, LLC 0.40% — 8,117 $578K
Calamos Wealth Management LLC 0.02% No change 8,109 $578K
Landaas & Co. /Wi 0.10% No change 8,071 $575K
Whalen Wealth Management Inc. 0.26% Add +26.9% 8,065 $575K
GFS Advisors, LLC 0.06% No change 7,909 $574K
Community Bank of Raymore 0.34% No change 8,030 $572K
My Personal CFO, LLC 0.22% Reduce -23.4% 8,026 $572K
Wealth Management Nebraska 0.05% Reduce -4.1% 8,014 $571K
TBH Global Asset Management, LLC 0.10% Add +0.1% 8,006 $570K
Toronto Dominion Bank 0.00% No change 8,000 $569K
HHM Wealth Advisors, LLC 0.06% Reduce -5.9% 7,959 $567K
Bensler, LLC 0.05% Reduce -5.5% 7,922 $564K
Gradient Investments LLC 0.01% Add +7.5% 7,892 $562K
Private Client Services, LLC 0.15% Add +9.6% 7,887 $562K
Kachkovsky & Fisher, Inc. 0.54% — 7,885 $562K
Greenwood Capital Associates LLC 0.06% No change 7,879 $561K
Florida Financial Advisors, LLC 0.09% Add +46.4% 7,878 $561K
Strategic Financial Partners, Ltd. 0.21% Reduce -1.3% 7,865 $560K
Mascagni Wealth Management, Inc. 0.35% Reduce -8.8% 7,864 $560K
Global Wealth Strategies & Associates 0.11% Reduce -4.9% 7,860 $560K
Trivium Point Advisory, LLC 0.05% Add +6.1% 7,845 $559K
Hollencrest Capital Management 0.04% Reduce -14.7% 7,841 $559K
LifeGoal Investments, LLC 0.26% Add +0.2% 7,830 $558K
Monarch Capital Management Inc. 0.13% Add +18.5% 7,819 $557K
Hill Investment Group Partners, LLC 0.06% New 7,801 $556K
Miller Capital Partners, Inc. 0.22% No change 7,789 $555K
Hidden Cove Wealth Management, LLC 0.31% Add +15.6% 7,788 $555K
Aspiring Ventures, LLC 0.15% Add +0.1% 7,771 $554K
Freedom Investment Management, Inc. 0.15% Reduce -4.0% 7,739 $551K
Fortis Capital Management LLC 0.06% Add +22.1% 7,738 $551K
Clark Capital Management Group, Inc. 0.00% Reduce -19.6% 7,731 $551K
Inspire Advisors, LLC 0.04% Add +13.2% 7,747 $550K
Arista Wealth Management, LLC 0.06% New 7,716 $550K
Diversified Management Inc. 0.12% Reduce -33.6% 7,705 $549K
Iowa State Bank 0.09% No change 7,693 $548K
Astoria Portfolio Advisors LLC. 0.09% Add +8.5% 7,682 $547K
Rathbones Group PLC 0.00% No change 7,681 $547K
Mountain Capital Investment Advisors Inc. 0.08% Add +6.3% 7,669 $546K
apricus wealth, LLC 0.26% Reduce -31.3% 7,668 $546K
SC&H Financial Advisors, Inc. 0.07% Add +0.3% 7,649 $545K
Northstar Advisory Group, LLC 0.17% No change 7,644 $545K
Tme Financial, Inc. 0.34% Add +7.8% 7,638 $544K
21 West Wealth Management LLC 0.46% Reduce -0.3% 7,637 $544K
First National Bank & Trust Co. of Newtown 0.11% Reduce -3.0% 7,705 $544K
Segment Wealth Management, LLC 0.03% No change 7,610 $542K
Caitlin John, LLC 0.30% Add +16.5% 7,605 $542K
Great Point Wealth Advisors, LLC 0.09% Reduce -18.6% 7,600 $541K
Retirement Income Solutions, Inc. 0.09% No change 8,436 $541K
Denver Wealth Management, Inc. 0.15% Reduce -46.3% 7,545 $538K
Winnacle Wealth LLC 0.37% Add +60.4% 7,537 $537K
Cassaday & Co Wealth Management LLC 0.01% Reduce -7.9% 7,531 $537K
TFB Advisors LLC 0.24% Reduce -0.0% 7,525 $536K
Stonebridge Financial Group, LLC 0.04% Add +5.0% 7,516 $536K
Quantum Financial Planning Services, Inc. 0.17% No change 7,515 $535K
J.M. Arbour, LLC 0.46% Add +3.3% 7,489 $534K
Fell Capital Management 0.45% Add +0.6% 7,483 $533K
Garden State Investment Advisory Services LLC 0.10% Reduce -0.3% 7,482 $533K
Watchman Group, Inc. 0.12% No change 7,458 $531K
Accurate Wealth Management, LLC 0.05% Reduce -33.1% 7,473 $531K
Invictus Private Wealth, LLC 0.03% New 7,441 $530K
B&D White Capital Company, LLC 0.05% Reduce -0.2% 7,417 $528K
Seneschal Advisors, LLC 0.36% Reduce -8.4% 7,407 $528K
Wagner Wealth Management, LLC 0.10% Add +52.4% 7,377 $526K
Barnes Pettey Financial Advisors, LLC 0.16% Add +77.5% 7,359 $524K
AssuredPartners Investment Advisors, LLC 0.05% Add +1.0% 7,355 $524K
Occidental Asset Management, LLC 0.05% Add +0.0% 7,335 $523K
Syntegra Private Wealth Group, LLC 0.04% Add +98.9% 7,297 $520K
Financial Management Network Inc. 0.07% Add +0.5% 7,443 $519K
Petersen Hastings Wealth Advisors Inc. 0.04% Reduce -11.1% 7,247 $516K
Austin Asset Management Co Inc 0.07% Add +1.5% 7,243 $516K
Kendall Capital Management 0.09% Reduce -5.3% 7,215 $514K
Voisard Asset Management Group, Inc. 0.10% Add +1.8% 7,209 $514K
Element Wealth, LLC 0.19% Reduce -11.9% 7,200 $513K
Morton Capital Management LLC 0.07% Add +19.8% 7,158 $510K
LaSalle St. Investment Advisors, LLC 0.06% Add +2.6% 7,152 $510K
Columbia River Financial Group, LLC 0.27% Reduce -12.7% 7,130 $508K
Wealth Advisors of Iowa, LLC 0.14% Reduce -4.2% 7,126 $508K
Eagle Wealth Strategies LLC 0.19% Add +0.0% 7,118 $507K
Custos Family Office, LLC 0.30% Add +0.3% 7,116 $507K
Compass Financial Management LLC 0.06% — 7,096 $506K
Yoffe Investment Management, LLC 0.58% No change 7,089 $505K
Stone House Investment Management, LLC 0.07% Add +8.6% 7,089 $505K
D.B. Root & Company, LLC 0.11% Add +2.1% 7,051 $502K
CIBC Asset Management Inc 0.00% No change 7,030 $501K
Cura Wealth Advisors, LLC 0.21% Add +10.0% 7,022 $500K
Meramec Financial Planners, LLC 0.18% Add +3.0% 7,145 $500K
WJ Financial Advisors LLC 0.37% Add +0.1% 7,009 $499K
Darden Wealth Group Inc 0.20% Reduce -34.3% 6,994 $498K
Torrey-Payne Wealth Management, LLC 0.41% Reduce -0.8% 6,989 $498K
Westover Capital Advisors, LLC 0.08% Reduce -1.3% 6,978 $497K
AA Financial Advisors, LLC 0.06% Add +21.3% 6,973 $497K
Bourgeon Capital Management LLC 0.08% Add +39.0% 6,955 $496K
Scratch Capital LLC 0.24% Reduce -0.2% 6,919 $493K
Stanich Group LLC 0.31% Add +0.0% 6,911 $492K
Mainsail Asset Management, LLC 0.19% Add +2.0% 7,056 $492K
HBE Wealth Management, LLC 0.35% Add +2.5% 6,895 $491K
Portland Financial Advisors Inc 0.90% Add +11.4% 6,890 $491K
Braun-Bostich & Associates Inc. 0.27% No change 6,875 $490K
BCS Wealth Management 0.09% No change 6,870 $489K
Ryan Investment Management, Inc. 0.22% New 6,869 $489K
Continental Investors Services, Inc. 0.38% Add +22.0% 6,754 $489K
BCM Advisors, LLC 0.09% No change 6,968 $486K
Nvest Financial, LLC 0.15% Reduce -3.9% 6,792 $484K
Coquina Private Wealth LLC 0.33% No change 6,785 $483K
Lakeridge Wealth Management LLC 0.18% Reduce -5.1% 6,762 $482K
Bright Futures Wealth Management, LLC. 0.31% Reduce -22.8% 6,753 $481K
Griffith & Werner, Inc. 0.23% New 6,749 $481K
Aristotle Capital Management, LLC 0.00% Add +34.1% 6,743 $481K
Anchor Investment Management, LLC 0.04% Reduce -18.3% 6,732 $480K
Clark Financial Services Group Inc. 0.23% No change 6,727 $479K
Arcadia Wealth Management, Inc. 0.23% Add +2.6% 6,723 $479K
Samalin Investment Counsel, LLC 0.15% New 6,706 $478K
CM Wealth Advisors LLC 0.09% No change 6,698 $477K
Foundry Financial LLC 0.16% Add +23.3% 6,690 $477K
Fourth Dimension Wealth, LLC 0.15% Add +18.6% 6,687 $476K
Ellsworth Advisors, LLC 0.08% Reduce -0.6% 6,701 $475K
10Elms LLP 0.21% New 6,660 $475K
Legacy Wealth Managment, LLC 0.20% Add +13.2% 6,646 $474K
Midwest Financial Network, LLC 0.32% Add +112.6% 6,639 $473K
Collaborative Wealth Managment Inc. 0.20% Reduce -9.4% 6,631 $472K
Donaldson Capital Management, LLC 0.01% Add +1.1% 6,627 $472K
Newman Dignan & Sheerar, Inc. 0.09% No change 6,617 $471K
Legacies Wealth LLC 0.26% No change 6,603 $470K
Asset One Wealth Management LLC 0.05% Reduce -6.7% 6,641 $470K
JDH Wealth Management, LLC 0.29% No change 6,583 $469K
Harding Loevner LP 0.00% Reduce -74.0% 6,629 $468K
First Business Financial Services, Inc. 0.04% No change 6,562 $468K
Mine & Arao Wealth Creation & Management, LLC. 0.17% Add +0.5% 6,557 $467K
Guidance Point Advisors, LLC 0.10% Add +0.1% 6,542 $466K
Howe & Rusling Inc. 0.03% Reduce -12.0% 6,537 $466K
Lauterbach Financial Advisors, LLC 0.20% Add +2.4% 6,529 $465K
ATLas Financial Planning LLC 0.38% Reduce -1.9% 6,515 $464K
Virtue Capital Management, LLC 0.06% Reduce -6.3% 6,494 $463K
Financial Discovery Group Inc. 0.99% Add +0.3% 6,492 $463K
True Link Financial Advisors, LLC 0.03% Add +23.4% 6,475 $461K
SlateStone Wealth, LLC 0.04% Add +6.8% 6,466 $461K
Focused Alpha, LLC 0.12% Add +7.1% 6,470 $461K
Atwater Malick LLC 0.10% Add +5.5% 6,459 $460K
SWP Financial LLC 0.21% Reduce -3.0% 6,458 $460K
Winthrop Advisory Group LLC 0.03% Add +91.0% 6,452 $460K
Provenance Wealth Advisors, LLC 0.04% Reduce -4.1% 6,450 $460K
Prodigy Asset Management LLC 0.14% No change 6,433 $458K
Ballast Rock Private Wealth LLC 0.21% Add +1.7% 6,419 $457K
Vigil Wealth Management, LLC 0.33% Reduce -18.0% 6,414 $457K
Cornerstone Financial Management LLC 0.37% No change 6,410 $457K
Greenwich Wealth Management LLC 0.02% Reduce -6.0% 6,390 $455K
First Financial Group Corp 0.33% Reduce -0.5% 6,380 $455K
Bravias Capital Group, LLC 0.27% Add +10.8% 6,379 $454K
Colonial River Investments, LLC 0.13% Reduce -2.1% 6,362 $453K
Advisory Advocates, LLC 0.39% Add +0.0% 6,360 $453K
Market Street Wealth Management Advisors LLC 0.06% Add +0.0% 6,358 $453K
Schorn Wealth LLC 0.12% Reduce -0.0% 6,345 $452K
Patton Albertson Miller Group, LLC 0.04% No change 6,340 $452K
Keyes, Stange & Wooten Wealth Management, LLC 0.18% Reduce -6.4% 6,334 $451K
M1 Capital Management LLC 0.17% Add +0.0% 6,319 $450K
Convergence Financial, LLC 0.04% Add +8.6% 6,306 $449K
Kelly Financial Services LLC 0.10% Reduce -9.4% 6,287 $448K
Oak Harvest Investment Services 0.04% Add +0.1% 6,284 $448K
Kelleher Financial Advisors 0.06% Add +195.2% 6,247 $445K
Washington Trust Bank 0.03% Reduce -77.3% 6,237 $444K
Sterling Investment Advisors LLC 0.20% Reduce -0.5% 6,224 $443K
Everest Private Wealth 0.17% No change 6,224 $443K
ARK & TLK Investments, LLC 0.11% No change 6,221 $443K
Morangie Management LLC 0.37% No change 6,217 $443K
Xxi Wealth, LLC 0.20% Add +6.0% 6,184 $441K
Intelligent Financial Strategies 0.21% Add +33.5% 6,171 $440K
S&co Inc. 0.03% No change 6,150 $438K
First Nebraska Trust Co 0.04% No change 6,134 $437K
Evolution Wealth Management Inc. 0.26% Add +2.3% 6,120 $436K
Seelaus Asset Management LLC 0.31% Reduce -10.7% 6,109 $435K
Balefire, LLC 0.07% Add +45.0% 6,091 $434K
Vestia Personal Wealth Advisors 0.17% Add +0.1% 6,084 $433K
Haven Private, LLC 0.16% Add +3.0% 6,083 $433K
Base Wealth Management LLC 0.20% Add +3.3% 6,078 $433K
Forbes J M & Co. LLP 0.03% Add +0.1% 6,064 $432K
RB Capital Management, LLC 0.09% Add +74.4% 6,063 $432K
Persium Advisors, LLC 0.28% No change 6,057 $432K
Torrey Growth & Income Advisors 0.15% Reduce -40.8% 6,049 $431K
O'Connor Financial Group LLC 0.15% Reduce -6.4% 6,040 $430K
Chicago Capital, LLC 0.01% Add +9.0% 6,029 $430K
Lafayette Investments, Inc. 0.08% No change 6,025 $429K
J2 Capital Management Inc 0.29% Add +2.0% 5,995 $427K
Arnold Financial Planning LLC 0.32% New 5,954 $424K
Sit Investment Associates Inc. 0.01% No change 5,955 $424K
Heritage Wealth Management, Inc. 0.21% Reduce -16.4% 5,942 $423K
Sterling Investment Advisors, Ltd. 0.07% Add +14.1% 5,932 $423K
Holistic Financial Partners 0.26% Reduce -36.8% 5,932 $423K
Tull Financial Group, Inc. 0.17% Add +2.3% 5,931 $423K
Penobscot Investment Management Company, Inc. 0.03% No change 5,876 $419K
Huntleigh Advisors, Inc. 0.06% Reduce -7.8% 5,851 $417K
Melfa Wealth Management, Inc. 0.22% Add +0.0% 5,845 $416K
Lee, Kelleher & Klein Wealth Management 0.22% No change 5,842 $416K
McElhenny Sheffield Capital Management, LLC 0.10% Reduce -0.9% 5,832 $416K
Conquis Financial LLC 0.34% Reduce -5.3% 5,831 $415K
Advance Capital Management, Inc. 0.01% Reduce -2.8% 5,829 $415K
Ti-Trust, Inc. 0.22% No change 5,819 $415K
American National Bank & Trust 0.04% Reduce -0.3% 5,795 $413K
Elevation Wealth Management LLC 0.31% Add +0.3% 5,782 $412K
Westbourne Investments, Inc. 0.17% No change 5,776 $412K
CPC Advisors, LLC 0.06% New 5,756 $410K
Noesis Capital Mangement Corp. 0.05% Reduce -9.3% 5,756 $410K
Cornerstone Advisory, LLC 0.03% Add +0.2% 5,745 $409K
Third View Private Wealth, LLC 0.05% New 5,741 $409K
jvl associates llc 0.12% Add +13.3% 5,740 $409K
Shore Point Advisors, LLC 0.14% Add +0.9% 5,725 $408K
Cordoba Advisory Partners LLC 0.09% Add +64.4% 5,723 $408K
Robinswood Financial LLC 0.12% Add +0.4% 5,706 $407K
Thompson Davis & Co., Inc. 0.24% Reduce -23.5% 5,686 $405K
Wealth Group Ltd 0.08% Reduce -3.9% 5,685 $405K
Hexagon Capital Partners LLC 0.06% Reduce -3.6% 5,684 $405K
Marathon Wealth Advisors LLC 0.14% New 5,680 $405K
Princeton Capital Management LLC 0.09% New 5,668 $404K
Henrickson Nauta Wealth Advisors, Inc. 0.10% Add +10.7% 5,663 $403K
Impact Capital Partners LLC 0.11% Reduce -38.7% 5,620 $400K
Bfsg, LLC 0.04% No change 5,618 $400K
OFS Enterprise LLC 0.10% No change 5,609 $400K
Able Wealth Management LLC 0.09% Reduce -14.5% 5,604 $399K
EFG International AG 0.01% No change 5,596 $399K
Investmark Advisory Group LLC 0.15% Add +20.4% 5,591 $398K
American National Bank of Texas 0.36% Reduce -8.2% 5,587 $398K
Greenup Street Wealth Management LLC 0.05% Add +7.4% 5,563 $396K
Blue Chip Partners, LLC 0.03% Add +41.5% 5,561 $396K
Capstone Financial Advisors, Inc. 0.02% Reduce -21.3% 5,543 $395K
CVFG LLC 0.04% No change 5,539 $395K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.14% Reduce -0.7% 5,530 $394K
Ibex Wealth Advisors 0.03% Add +0.2% 5,511 $393K
Strategic Wealth Partners, Ltd. 0.02% Add +6.2% 5,497 $392K
E-Wealth Partners, LLC 0.28% Reduce -30.9% 5,476 $390K
Weatherly Asset Management L. P. 0.03% No change 5,472 $390K
Dala Group, LLC 0.32% Add +30.8% 5,463 $389K
Van Diest Capital, LLC 0.35% Reduce -0.8% 5,462 $389K
Emerald Advisors, LLC 0.05% Reduce -8.3% 5,462 $389K
Pin Oak Investment Advisors Inc. 0.28% No change 5,454 $389K
Community Bank & Trust, Waco, Texas 0.07% Reduce -2.5% 5,458 $389K
Gerber, LLC 0.18% Add +15.7% 5,448 $388K
Baltimore-Washington Financial Advisors, Inc. 0.01% Add +40.6% 5,438 $387K
One Charles Private Wealth Services, LLC 0.09% Add +29.2% 5,437 $387K
Westbourne Investment Advisors, Inc. 0.11% No change 5,423 $386K
Alpha Omega Wealth Management LLC 0.06% No change 5,406 $385K
Austin Wealth Management, LLC 0.08% Reduce -0.8% 5,522 $385K
Canopy Partners, LLC 0.12% Reduce -6.4% 5,398 $385K
Brown Miller Wealth Management, LLC 0.10% No change 5,396 $384K
USAdvisors Wealth Management, LLC 0.11% Reduce -0.7% 3,995 $384K
Tucker Asset Management LLC 0.09% Reduce -1.6% 5,381 $383K
Front Row Advisors LLC 0.11% Reduce -13.7% 5,245 $381K
First Financial Bank - Trust Division 0.03% No change 5,322 $379K
Foster & Motley Inc. 0.02% No change 5,319 $379K
Coastwise Capital Group, LLC 0.22% Add +0.1% 5,310 $378K
Leelyn Smith, LLC 0.05% Reduce -4.1% 5,310 $378K
Cedarwood Wealth LLC 0.29% Add +0.3% 5,301 $378K
Atlantic Private Wealth, LLC 0.23% No change 5,289 $377K
Cascade Investment Group, Inc. 0.21% No change 5,288 $377K
Awm Capital, LLC 0.03% Add +0.8% 5,274 $376K
McGlone Suttner Wealth Management, Inc. 0.04% Add +0.1% 5,273 $376K
Asset Advisory Group, Inc. 0.16% Add +31.0% 5,249 $374K
Insight Wealth Strategies, LLC 0.04% Add +2.8% 5,298 $373K
Embree Financial Group 0.04% Add +33.3% 5,220 $372K
Flagstone Financial Management 0.08% Reduce -21.0% 5,205 $371K
Aft, Forsyth & Company, Inc. 0.18% No change 5,200 $371K
WealthCollab, LLC 0.13% Add +16.3% 5,197 $370K
Thomasville National Bank 0.02% — 5,195 $370K
Caldwell Sutter Capital, Inc. 0.14% Reduce -3.4% 5,195 $370K
BlueChip Wealth Advisors LLC 0.14% No change 5,187 $370K
Vickerman Investment Advisors, Inc. 0.07% Reduce -3.2% 5,182 $369K
Tribridge Partners Financial LLC 0.14% Reduce -6.3% 5,255 $368K
Sulzberger Capital Advisors, Inc. 0.36% Add +39.5% 5,162 $368K
ARS Wealth Advisors Group, LLC 0.03% New 5,155 $367K
Signature Resources Capital Management, LLC 0.14% Add +3.6% 5,140 $366K
Longview Financial Advisors LLC 0.18% No change 5,118 $365K
Winebrenner Capital Management LLC 0.22% No change 5,114 $364K
Invenio Wealth Partners LLC 0.13% No change 5,113 $364K
Hardworking Capital Advisors, LLC 0.30% Add +10.8% 5,111 $364K
Sharper & Granite LLC 0.11% Add +2.2% 5,100 $363K
Two West Capital Advisors LLC 0.18% Add +3.6% 5,249 $363K
Aspen Wealth Strategies, LLC 0.18% Reduce -7.2% 5,090 $363K
Colorado Capital Management, Inc. 0.12% Reduce -5.8% 5,076 $362K
Schmidt P J Investment Management Inc. 0.06% No change 5,068 $361K
Glen Eagle Advisors, LLC 0.05% Add +3.8% 5,064 $361K
Bridgewealth Advisory Group, LLC 0.07% Add +4.1% 5,060 $361K
Cahaba Wealth Management, Inc. 0.02% New 5,056 $360K
Klaas Financial Asset Advisors, LLC 0.04% No change 5,042 $359K
Northwest Quadrant Wealth Management, LLC 0.07% Add +0.5% 5,038 $359K
Satovsky Asset Management LLC 0.06% Reduce -6.5% 5,036 $359K
F/m Investments LLC 0.02% No change 5,009 $359K
Liberty Square Wealth Partners LLC 0.09% Reduce -14.1% 5,035 $359K
Gilpin Wealth Management, LLC 0.25% No change 5,000 $356K
Harrington Investments, INC 0.17% No change 5,000 $356K
OneAscent Wealth Management LLC 0.11% Add +0.2% 4,991 $356K
Piscataqua Savings Bank 0.24% Reduce -40.2% 4,979 $355K
Octavia Wealth Advisors, LLC 0.03% Add +2.1% 4,964 $354K
MKT Advisors LLC 0.11% Add +1.1% 4,996 $354K
Magnolia Private Wealth, LLC 0.19% No change 4,951 $353K
Optimus Capital Advisors, LLC 0.19% Add +36.9% 4,950 $353K
Evensky & Katz LLC 0.02% Add +6.3% 4,934 $352K
Meridian Wealth Partners, LLC 0.04% Reduce -2.0% 4,940 $352K
Black Swift Group, LLC 0.05% No change 4,926 $351K
Rockwood Wealth Management, LLC 0.02% New 4,917 $350K
Town Capital LLC 0.22% Reduce -35.8% 4,916 $350K
BankPlus Trust Department 0.08% New 4,903 $349K
Yardley Wealth Management LLC 0.16% Reduce -13.7% 4,901 $349K
BlueStem Wealth Partners, LLC 0.03% Reduce -4.8% 4,897 $349K
Old Port Advisors 0.07% New 4,892 $349K
Pioneer Family Office, LLC 0.18% Reduce -15.9% 4,892 $349K
Verde Capital Management 0.06% Add +12.0% 4,887 $348K
Daybright Advisory Services, Inc. 0.08% Add +29.8% 4,924 $348K
Brightwater Advisory LLC 0.22% No change 4,870 $347K
Tillman Hartley LLC 0.08% Reduce -71.2% 4,860 $346K
Disciplined Investments, LLC 0.11% Reduce -11.5% 4,850 $346K
Mason Investment Advisory Services, Inc. 0.01% Add +0.5% 4,848 $345K
High Net Worth Advisory Group LLC 0.07% Add +0.2% 4,842 $345K
Cpwa, LLC 0.40% Reduce -7.5% 4,832 $344K
Ullmann Wealth Partners Group, LLC 0.03% New 4,830 $344K
Livet Wealth, LLC 0.20% Add +0.3% 4,803 $342K
Aaron Wealth Advisors LLC 0.02% No change 4,798 $342K
Secure Asset Management, LLC 0.05% Add +1.5% 4,796 $342K
SageGuard Financial Group, LLC 0.05% Reduce -0.8% 4,762 $339K
Estate Counselors, LLC 0.03% Reduce -73.2% 4,730 $337K
Parr McKnight Wealth Management Group, LLC 0.04% Reduce -84.6% 4,725 $337K
Studio Investment Management LLC 0.06% New 4,713 $336K
Wetzel Investment Advisors, Inc. 0.12% New 4,708 $335K
German American Bancorp, Inc. 0.03% New 4,707 $335K
Synergy Financial Group, LTD 0.24% Reduce -23.9% 4,686 $334K
DHJJ Financial Advisors, Ltd. 0.10% Reduce -0.4% 4,681 $334K
Raab & Moskowitz Asset Management LLC 0.07% No change 4,675 $333K
Creekmur Asset Management LLC 16.05% Add +32.1% 4,655 $332K
Baker Tilly Wealth Management, LLC 0.07% New 4,643 $331K
Great Waters Wealth Management 0.03% Reduce -6.7% 4,632 $330K
GDS Wealth Management 0.02% Add +2.5% 4,629 $330K
Fidelis Wealth Advisors LLC 0.49% New 6,553 $329K
Delos Wealth Advisors, LLC 0.17% Add +0.7% 4,602 $328K
True Wealth Design, LLC 0.08% Add +7.3% 4,591 $327K
Frisch Financial Group, Inc. 0.06% No change 4,582 $326K
CCG Wealth Management, LLC 0.08% Add +14.4% 4,560 $325K
Fjell Capital, LLC 0.22% Add +0.3% 4,549 $324K
Townsquare Capital LLC 0.06% New 4,541 $324K
Meridian Financial Advisors, LLC 0.15% Add +0.1% 4,528 $323K
Infinity Wealth Counsel, LLC 0.26% Add +27.3% 4,515 $322K
Marshall & Sterling Wealth Advisors Inc. 0.19% Add +173.2% 4,513 $322K
JB Capital LLC 0.01% Add +15.4% 4,511 $321K
Manhattan West Asset Management, LLC 0.05% New 4,501 $321K
Baldwin Investment Management, LLC 0.03% Add +0.1% 4,497 $320K
Veracity Capital LLC 0.09% No change 4,496 $320K
Indie Asset Partners, LLC 0.31% Add +10.2% 4,487 $320K
Clarity Financial LLC 0.03% Add +20.1% 4,486 $320K
Angeles Investment Advisors, LLC 0.02% Add +0.4% 4,485 $320K
Security National Bank 0.04% Reduce -6.6% 4,485 $320K
Community Bank, N.A. 0.03% Reduce -0.9% 4,472 $319K
Caliber Wealth Management, LLC / KS 0.03% Add +1.1% 4,463 $318K
Index Fund Advisors, Inc. 0.01% Add +0.4% 4,453 $317K
RMR Wealth Builders 0.02% New 4,439 $316K
Clarity Wealth Advisors, LLC 0.06% Reduce -3.3% 4,432 $316K
Excalibur Management Corp. 0.10% Add +21.3% 4,428 $315K
Slagle Financial, LLC 0.09% Reduce -7.1% 4,427 $315K
Bernardo Wealth Planning LLC 0.05% Reduce -1.1% 4,423 $315K
Muirfield Wealth Advisors LLC 0.21% Add +0.4% 4,422 $315K
Accelerate Investment Advisors LLC 0.18% Add +0.2% 4,419 $315K
Truefg, LLC 0.07% Reduce -0.1% 4,417 $315K
J Hagan Capital, Inc. 0.15% Add +1.9% 4,404 $314K
Moisand Fitzgerald Tamayo, LLC 0.03% Add +49.5% 4,388 $313K
Elk River Wealth Management LLC 0.05% Add +2.5% 4,383 $312K
Rock Point Advisors, LLC 0.08% Reduce -0.6% 4,379 $312K
Altfest L J & Co. Inc. 0.03% Add +33.0% 4,364 $311K
Bank Ozk 0.09% Reduce -19.7% 4,363 $311K
SmartHarvest Portfolios, LLC 0.10% Add +14.9% 4,328 $308K
Ameriflex Group, Inc. 0.13% Add +31.6% 4,324 $308K
Uniting Wealth Partners, LLC 0.06% Reduce -4.6% 4,292 $306K
Dimension Capital Management LLC 0.04% No change 4,288 $306K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.07% New 4,280 $305K
Capstone Wealth Management Group, LLC 0.11% Add +0.5% 4,254 $303K
FourThought Financial Partners, LLC 0.02% Reduce -18.6% 4,253 $303K
Riverbend Wealth Management, LLC 0.15% New 4,223 $301K
Resolute Capital, LLC 0.10% Add +5.6% 4,221 $301K
Alteri Wealth LLC 0.08% Reduce -55.9% 4,206 $300K
Berkeley Capital Partners, LLC 0.06% New 4,189 $298K
Amicus Financial Advisors, LLC 0.07% Add +11.1% 4,187 $298K
Quest 10 Wealth Builders, Inc. 0.23% Reduce -1.7% 4,183 $298K
Main Line Retirement Advisors, LLC 0.14% Add +0.5% 4,176 $298K
Crews Bank & Trust 0.04% Reduce -7.6% 4,163 $297K
1776 Wealth LLC 0.10% No change 4,159 $296K
Beese Fulmer Investment Management, Inc. 0.02% Reduce -4.5% 4,149 $296K
Intrua Financial, LLC 0.03% Reduce -19.9% 4,146 $295K
Silver Oak Advisory Group, Inc. 0.12% Add +0.1% 4,143 $295K
Hoxton Planning & Management, LLC 0.08% Reduce -1.1% 4,129 $294K
Argent Advisors, Inc. 0.07% Reduce -3.4% 4,125 $294K
Tritonpoint Wealth, LLC 0.03% Add +25.6% 4,122 $294K
TritonPoint Partners, LLC 0.02% New 4,122 $294K
Fi3 FINANCIAL ADVISORS, LLC 0.07% Reduce -99.2% 4,920 $294K
Holderness Investments Co. 0.05% No change 4,116 $293K
West Paces Advisors Inc. 0.05% No change 4,108 $293K
MPWM Advisory Solutions, LLC 0.13% Reduce -3.8% 4,106 $293K
Range Financial Group LLC 0.08% Add +4.0% 4,092 $292K
Main Street Research LLC 0.01% New 4,086 $291K
Ceera Investments, LLC 0.12% No change 4,069 $290K
North Capital, Inc. 0.22% No change 4,067 $290K
Noble Wealth Management PBC 0.13% Reduce -0.7% 4,067 $290K
John W. Brooker & Co., CPAs 0.35% Add +17.3% 4,058 $289K
Disciplined Investors, L.L.C. 0.14% Reduce -2.4% 4,056 $289K
Councilor Wealth, LLC 0.12% No change 4,046 $288K
Harbor Asset Planning, Inc. 0.22% Add +0.5% 4,031 $287K
Caerus Investment Advisors, LLC 0.10% Reduce -8.9% 4,032 $287K
Traphagen Investment Advisors LLC 0.02% New 4,025 $287K
Cannon Wealth Management Services, LLC 0.16% New 4,014 $286K
Agate Pass Investment Management, LLC 0.11% Add +11.4% 4,008 $286K
Burns Matteson Capital Management, LLC 0.09% Add +1.6% 4,008 $286K
Eastover Investment Advisors LLC 0.11% Reduce -0.7% 4,003 $285K
Hedges Asset Management LLC 0.19% — 4,000 $285K
Concentrum Wealth Management 0.07% Add +14.9% 3,997 $285K
Pavion Blue Capital, LLC 0.11% No change 3,995 $285K
Members Trust Co 0.01% No change 3,995 $285K
Cardinal Point Capital Management ULC 0.02% Reduce -17.5% 3,983 $284K
Timbuktu Capital Management, LLC 0.43% — 3,982 $284K
Investments & Financial Planning, LLC 0.13% Add +0.3% 3,965 $283K
Cedar Point Capital Partners, LLC 0.16% Reduce -4.3% 3,947 $281K
Financial Guidance Group, Inc. 0.11% Add +8.3% 3,943 $281K
Theory Financial LLC 0.09% No change 3,937 $281K
Madrona Financial Services, LLC 0.05% Reduce -4.0% 3,933 $280K
LFG Wealth Partners, LLC 0.13% New 3,926 $280K
Members Wealth LLC 0.15% New 3,925 $280K
TD Capital Management LLC 0.02% Add +0.3% 3,921 $279K
Mraz, Amerine & Associates, Inc. 0.04% No change 3,917 $279K
Rogco, LP 0.09% Add +17.8% 3,913 $279K
Retiremitten Financial LLC 0.12% Add +6.3% 3,903 $278K
Logan Capital Management Inc. 0.01% — 3,897 $278K
Bluedoor Private Wealth, LLC 0.12% New 3,887 $277K
Jeppson Wealth Management, LLC 0.08% Reduce -1.9% 3,877 $276K
Carolina Wealth Advisors, LLC 0.11% Add +0.5% 3,875 $276K
DF Dent & Co. Inc. 0.01% Reduce -4.3% 3,873 $276K
Wallace Capital Management Inc. 0.03% No change 3,862 $275K
Bill Few Associates, Inc. 0.06% No change 3,860 $275K
Ellis Investment Partners, LLC 0.04% Add +0.1% 3,857 $275K
Tactive Advisors, LLC 0.07% Add +3.7% 3,856 $275K
Clearview Wealth Management LLC 0.18% No change 3,850 $274K
SP Asset Management LLC 0.02% Add +0.6% 3,846 $274K
Steelhead Wealth Management LLC 0.11% Reduce -15.7% 3,853 $274K
Brown, Lisle/Cummings, Inc. 0.06% No change 3,842 $274K
Advisor Resource Council 0.09% Reduce -79.3% 3,804 $273K
MBA Advisors LLC 0.09% Reduce -6.1% 3,826 $273K
Circle Wealth Management, LLC 0.00% No change 3,823 $272K
Signature Equity Partners, LLC 0.13% Add +8.6% 3,821 $272K
Legacy Wealth Asset Management, LLC 0.06% No change 3,819 $272K
Red Door Wealth Management, LLC 0.02% Reduce -0.2% 3,816 $272K
Brickley Wealth Management 0.04% Reduce -1.5% 3,809 $271K
Capital Investment Counsel, LLC 0.03% Reduce -26.6% 3,788 $270K
Northbridge Financial Group, LLC 0.10% Add +0.2% 3,788 $270K
Vance Wealth, LLC 0.06% Add +8.1% 3,785 $270K
Pacifica Partners Inc. 0.08% Add +0.0% 3,806 $269K
Symphony Financial, Ltd. Co. 0.03% Reduce -5.3% 3,789 $269K
Alamar Capital Management, LLC 0.14% Reduce -0.7% 3,774 $269K
IFC & Insurance Marketing, Inc. 0.24% No change 3,753 $267K
GuidedMoney, LLC 0.12% No change 3,750 $267K
Colonial Trust Advisors 0.02% Add +45.2% 3,721 $265K
Richmond Investment Services, LLC 0.08% Reduce -67.5% 3,720 $265K
DecisionMap Wealth Management, LLC 0.15% Add +6.0% 3,717 $265K
JGP Wealth Management, LLC 0.02% Add +15.3% 3,694 $263K
Richardson Capital Management LLC 0.11% Reduce -10.6% 3,677 $262K
Highland Financial Advisors, LLC 0.06% New 3,675 $262K
ProVise Management Group, LLC 0.02% Add +1.5% 3,674 $262K
Ames National Corp. 0.14% No change 3,649 $260K
Pension & Wealth Management Advisors, Inc. 0.07% Add +0.2% 3,635 $259K
Kingsman Wealth Management, Inc. 0.12% New 3,630 $259K
Strive Financial Group ,LLC 0.11% Add +10.9% 3,620 $258K
Garner Asset Management Corp 0.08% Reduce -5.2% 3,620 $258K
Novare Capital Management LLC 0.02% Reduce -9.5% 3,603 $257K
Jackson Thornton Wealth Management, LLC 0.02% Reduce -17.2% 3,599 $256K
Seek First Inc. 0.16% Add +0.5% 3,594 $256K
Alaska Wealth Advisors, LLC 0.03% No change 3,593 $256K
Tableaux LLC 0.11% No change 3,585 $255K
Maimon Wealth Management LTD. 0.20% Add +5.2% 3,577 $255K
Wedgewood Investors Inc. 0.26% Reduce -2.9% 3,564 $254K
Boston Standard Wealth Management, LLC 0.04% Add +15.2% 3,599 $254K
KFG Wealth Management, LLC 0.03% New 3,555 $253K
Opal Wealth Advisors, LLC 0.05% Add +12.7% 3,550 $253K
Private Wealth Advisors, LLC 0.08% Add +0.1% 3,540 $252K
Private Management Group Inc. 0.01% Add +6.5% 3,536 $252K
Hamilton Point Investment Advisors, LLC 0.04% Add +0.9% 3,532 $252K
Gables Capital Management Inc. 0.09% Add +0.5% 3,526 $251K
Delta Investment Management, LLC 0.04% Add +5.8% 3,523 $251K
Stableford Capital II LLC 0.09% Add +1.8% 3,522 $251K
SJS Investment Consulting Inc. 0.03% Reduce -4.7% 3,520 $251K
LFA - Lugano Financial Advisors SA 0.15% Add +11.3% 3,518 $251K
Redhawk Wealth Advisors, Inc. 0.02% Add +11.2% 3,518 $251K
Curran Financial Partners, LLC 0.04% Add +7.0% 3,515 $250K
Nicholson Wealth Management Group, LLC 0.15% No change 3,510 $250K
Strathmore Capital Advisors, Inc. 0.07% Add +9.2% 3,548 $250K
Weaver Consulting Group 0.05% Reduce -6.9% 3,506 $250K
Cadence Wealth Management LLC 0.11% Add +1.8% 3,503 $250K
Central Valley Advisors, LLC 0.06% Add +0.5% 3,496 $249K
Main Street Group, LTD 0.06% Add +0.4% 3,495 $249K
Sanchez Gaunt Capital Management, LLC 0.14% Add +9.3% 3,493 $249K
Lockerman Financial Group, Inc. 0.38% Reduce -8.8% 3,486 $248K
Sharkey, Howes & Javer 0.03% Add +0.1% 3,483 $248K
Mosaic Financial Group, LLC 0.16% No change 3,475 $248K
Eight 31 Financial, LLC 0.15% Add +0.3% 3,470 $247K
SevenBridge Financial Group, LLC 0.04% New 3,391 $247K
Cloud Capital Management, LLC 0.09% Reduce -4.5% 3,468 $247K
Tred Avon Family Wealth, LLC 0.08% New 3,465 $247K
Loudon Investment Management, LLC 0.12% No change 3,457 $246K
Investors Research Corp 0.04% Add +3.1% 3,455 $246K
Valley National Advisers Inc. 0.03% Reduce -0.2% 3,450 $246K
Norden Group LLC 0.02% New 3,450 $246K
G&S Capital LLC 0.07% Add +0.3% 3,432 $245K
Cohen Capital Management, Inc. 0.03% No change 3,432 $245K
Carolina Wealth Management Inc 0.11% — 3,431 $244K
Evolution Wealth Advisors, LLC 0.03% New 3,431 $244K
Yarger Wealth Strategies, LLC 0.09% Add +0.5% 3,443 $244K
Zullo Investment Group, Inc. 0.08% Reduce -0.2% 3,430 $244K
Wellington Grp LLC 0.06% Reduce -12.2% 3,429 $244K
Strait & Sound Wealth Management LLC 0.09% No change 3,421 $244K
Straight Path Wealth Management 0.06% No change 3,421 $244K
Sandhill Capital Partners LLC 0.02% New 3,411 $243K
Peterson Wealth Services 0.05% No change 3,386 $241K
Heritage Wealth Management, Inc. 0.06% New 3,381 $241K
Redwood Park Advisors LLC 0.17% No change 3,377 $241K
Bucket List Wealth Management, LLC 0.12% Add +0.0% 3,372 $240K
Edgemoor Investment Advisors, Inc. 0.02% Add +4.0% 3,363 $240K
Integrity Financial Corp 0.11% Add +4.5% 3,358 $239K
NovaPoint Capital, LLC 0.05% New 3,351 $239K
Aire Advisors, LLC 0.04% Reduce -15.1% 3,342 $238K
Hibernia Wealth Partners, LLC 0.13% Reduce -50.0% 3,342 $238K
Shared Vision Wealth Group LLC 0.08% New 3,338 $238K
WMG Financial Advisors, LLC 0.09% Reduce -2.4% 3,317 $236K
MW Advisory, LLC 0.09% — 3,315 $236K
Marble Wealth, LLC 0.04% Add +0.6% 3,307 $236K
MA Private Wealth 0.04% Reduce -75.0% 3,303 $235K
Reynders McVeigh Capital Management, LLC 0.01% No change 3,295 $235K
Wealth Effects LLC 0.06% New 3,282 $234K
Lunt Capital Management, Inc. 0.09% No change 3,281 $234K
Maple Capital Management, Inc. 0.01% Reduce -3.9% 3,272 $233K
Core Wealth Management, Inc. 0.07% No change 3,263 $232K
Sierra Summit Advisors LLC 0.03% New 3,249 $231K
Safeguard Investment Advisory Group, LLC 0.05% New 3,243 $231K
Robinhood Asset Management, LLC 0.01% Reduce -36.6% 3,241 $231K
Marietta Investment Partners LLC 0.04% No change 3,235 $230K
Triton Wealth Management, PLLC 0.07% New 3,255 $229K
Boston Common Asset Management, LLC 0.01% No change 3,199 $228K
Woodside Wealth Management LLC 0.16% New 3,197 $228K
Financial Security Advisor, Inc. 0.04% Add +0.0% 3,187 $227K
Evelyn Partners Group Ltd 0.00% — 3,182 $227K
Fearless Solutions, LLC dba Best Invest 0.12% Reduce -0.3% 3,174 $226K
Indiana Trust & Investment Management Co 0.06% Add +9.8% 3,174 $226K
Astoria Strategic Wealth, Inc. 0.05% No change 3,153 $225K
Joel Adams & Associates, Inc. 0.14% New 3,146 $224K
FreeGulliver LLC 0.08% No change 3,138 $224K
Marshall Investment Management, LLC 0.09% Reduce -26.6% 3,135 $223K
RIA Advisory Group LLC 0.05% Reduce -0.5% 3,125 $223K
Hengehold Capital Management LLC 0.02% Reduce -0.7% 3,121 $222K
Jamison Private Wealth Management, Inc. 0.02% Reduce -1.9% 3,113 $222K
Bingham Private Wealth, LLC 0.15% Reduce -3.7% 3,099 $221K
Mirador Capital Partners LP 0.03% Reduce -2.6% 3,091 $220K
Seneca Financial Advisors LLC 0.06% New 3,075 $219K
Chatterton & Associates Inc. 0.13% Reduce -1.0% 3,095 $219K
Nilsine Partners, LLC 0.02% No change 3,069 $219K
Corundum Group, Inc. 0.06% New 3,065 $218K
Brogan Financial, Inc. 0.09% New 3,063 $218K
Golden Reserve Retirement LLC 0.03% New 3,063 $218K
Forum Private Client Group LLC 0.06% New 3,050 $217K
Canandaigua National Bank & Trust Co. 0.02% — 3,040 $217K
Storen Legacy Partners, LLC 0.06% Reduce -8.9% 3,030 $216K
Compass Advisory Group LLC 0.05% New 3,017 $215K
Accredited Investor Services, LLC 0.12% New 3,012 $215K
Jackson, Grant Investment Advisers, Inc. 0.07% Add +39.9% 3,005 $214K
Beacon Financial Planning, Inc. 0.07% New 3,002 $214K
Rowlandmiller & Partners.adv 0.04% No change 3,000 $214K
Vested Financial Planning, LLC 0.14% Reduce -11.2% 2,997 $214K
Stokes Capital Advisors, LLC 0.05% Reduce -5.8% 2,994 $213K
Marotta Asset Management 0.04% New 3,031 $213K
Townsend Asset Management Corp. /NC/ 0.07% New 2,986 $213K
Go Invest LLC 0.05% Add +0.5% 2,980 $212K
Pointe Capital Management LLC 0.09% New 2,978 $212K
Professional Financial Advisors, LLC 0.04% New 2,976 $212K
Ceeto Capital Group, LLC 0.06% New 2,973 $212K
Global Trust Asset Management, LLC 0.07% No change 2,974 $212K
Value Investment Professionals, LLC 0.18% New 2,973 $212K
Alchemi Wealth, LLC 0.10% New 2,972 $212K
Investors Asset Management of Georgia Inc. /Ga/ 0.07% New 2,972 $212K
Cascade Wealth Advisors, Inc 0.09% No change 2,901 $211K
Trustmark Bank Trust Department 0.01% New 2,954 $210K
Avaii Wealth Management, LLC 0.06% New 2,951 $210K
Kuhn & Co Investment Counsel 0.12% New 2,945 $210K
Lebenthal Global Advisors, LLC 0.03% New 2,941 $210K
Greenfield Savings Bank 0.08% New 2,932 $209K
ODonnell Financial Services, LLC 0.06% New 2,932 $209K
Essex LLC 0.03% New 2,932 $209K
Tranquility Partners, LLC 0.07% New 2,922 $208K
Red Wave Investments LLC 0.05% New 2,912 $207K
SIMA Wealth Partners, LLC 0.15% No change 2,912 $207K
Planning Directions Inc. 0.10% New 2,905 $207K
Westside Investment Management, Inc. 0.03% Add +20.8% 2,902 $207K
Robbins Farley 0.08% New 2,897 $206K
Schulz Wealth, LTD. 0.11% — 2,896 $206K
Claris Advisors, LLC / Mo / 0.05% New 2,880 $205K
Tsfg, LLC 0.03% Reduce -2.3% 2,878 $205K
Financial Advisory Partners, LLC 0.05% New 2,871 $205K
Smith Partners Wealth Management, LLC 0.16% New 2,870 $204K
Shoker Investment Counsel, Inc. 0.05% New 2,867 $204K
Park Capital Management, LLC / WI 0.12% New 2,866 $204K
Gainline Financial Partners, LLC 0.19% — 2,864 $204K
LeClair Wealth Partners LLC 0.11% New 2,855 $203K
Leverty Financial Group, LLC 0.04% New 2,853 $203K
Duncker Streett & Co. Inc. 0.03% No change 2,852 $203K
Sage Financial Management Group, Inc. 0.06% New 2,851 $203K
Francis Financial, Inc. 0.03% New 2,851 $203K
Perryman Financial Advisory Inc. 0.03% New 2,838 $202K
Oxbow Advisors, LLC 0.02% New 2,830 $202K
Howard Wealth Management, LLC 0.07% New 2,826 $201K
Blueline Advisors LLC 0.14% Reduce -2.9% 2,756 $196K
Union Savings Bank 0.08% No change 2,688 $192K
Lavaca Capital LLC 0.02% New 2,663 $190K
Coston, McIsaac & Partners 0.04% Add +1.6% 2,633 $187K
Versant Capital Management, Inc 0.02% Add +7.2% 2,606 $186K
Tidemark, LLC 0.04% Add +45.8% 2,496 $178K
Walsh & Associates, LLC 0.14% No change 2,486 $177K
MilWealth Group LLC 0.04% No change 2,387 $170K
Creative Capital Management Investments LLC 0.04% No change 2,384 $170K
RMG Wealth Management LLC 0.02% Add +103.9% 2,312 $169K
Orion Capital Management LLC 0.05% No change 2,354 $168K
Burk Holdings LLC 0.06% Reduce -6.8% 2,349 $167K
Quent Capital, LLC 0.01% Reduce -2.5% 2,312 $165K
IAG Wealth Partners, LLC 0.02% No change 2,253 $161K
Sittner & Nelson, LLC 0.05% No change 2,229 $159K
Triumph Capital Management 0.03% Add +15.8% 2,216 $158K
Copia Wealth Management 0.09% No change 2,212 $158K
Bollard Group LLC 0.00% Add +73.5% 2,159 $154K
Financial Consulate, Inc. 0.02% Add +0.5% 2,124 $151K
Farmers & Merchants Trust Co of Chambersburg PA 0.04% No change 2,097 $149K
Concord Wealth Partners 0.02% New 2,064 $147K
GGM Financial LLC 0.06% Add +172.7% 2,037 $145K
Trifecta Capital Advisors, LLC 0.02% Reduce -11.0% 2,021 $144K
Guardian Partners Inc. 0.01% New 1,970 $140K
Knuff & Co LLC 0.03% Reduce -7.8% 1,919 $137K
Clark Wealth Partners 0.08% No change 1,914 $136K
Osbon Capital Management LLC 0.11% No change 1,892 $135K
Financial Management Professionals, Inc. 0.01% New 1,861 $133K
Markowski Investments 0.03% — 1,831 $130K
Vision Retirement, LLC 0.03% Add +0.4% 1,762 $126K
Steigerwald, Gordon & Koch Inc. 0.01% No change 1,753 $125K
Kilter Group LLC 0.04% No change 1,745 $124K
Olistico Wealth, LLC 0.05% No change 1,708 $122K
Consultiva Wealth Management, Corp. 0.27% No change 1,684 $120K
Bullock Wealth Management Group 0.05% Add +98.6% 1,690 $119K
Bulwark Capital Corp 0.06% Reduce -51.9% 1,605 $114K
Aviso Financial Inc. 0.00% New 1,570 $112K
American Capital Advisory, LLC 0.04% Reduce -24.5% 1,566 $112K
Highland Investment Advisors LLC 0.05% — 1,566 $112K
GoalVest Advisory LLC 0.02% Reduce -35.3% 1,563 $111K
Harborfront Financial Group LLC 0.42% — 1,556 $111K
Paladin Advisory Group, LLC 0.07% No change 1,519 $108K
NorthAvenue LLC 0.07% Reduce -4.4% 1,470 $105K
Canton Hathaway, LLC 0.02% No change 1,460 $104K
Field & Main Bank 0.02% No change 1,421 $101K
Frazier Financial Advisors, LLC 0.05% Add +143.7% 1,399 $100K
Innovative Asset Advisors Group, LLC 0.04% No change 1,396 $99K
Vestor Capital, LLC 0.01% Reduce -56.2% 800 $96K
DiNuzzo Private Wealth, Inc. 0.01% No change 1,293 $92K
ESL Trust Services, LLC 0.02% No change 1,284 $91K
HFM Investment Advisors, LLC 0.03% Reduce -33.3% 1,269 $90K
Ramirez Asset Management, Inc. 0.01% No change 1,255 $89K
Ironwood Wealth Management, LLC. 0.02% Add +0.1% 1,215 $87K
Pacific Center for Financial Services 0.02% No change 1,181 $84K
West Branch Capital LLC 0.02% No change 1,176 $84K
Dakota Community Bank & Trust NA 0.26% No change 1,161 $83K
Hager Investment Management Services, LLC 0.04% Reduce -5.8% 1,142 $81K
Decker Retirement Planning Inc. 0.03% New 1,127 $80K
Wolff Wiese Magana LLC 0.04% Add +0.9% 1,121 $80K
Aventura Private Wealth, LLC 0.02% No change 1,116 $80K
Wiser Advisor Group LLC 0.09% Add +0.3% 1,111 $79K
Obsidian Cio, LLC 0.06% Reduce -12.5% 1,107 $79K
Ascentis Independent Advisors 0.19% Reduce -98.3% 1,008 $72K
Atwood & Palmer Inc. 0.00% No change 971 $69K
1015 Capital Partners, LLC 0.06% No change 950 $68K
Bellevue Asset Management, LLC 0.03% New 950 $68K
Collier Financial 0.05% Add +0.2% 950 $68K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.05% No change 939 $67K
Horizon Financial Services, LLC 0.03% New 937 $67K
Cornerstone National Bank & Trust Co 0.02% New 913 $64K
Monetary Management Group Inc. 0.01% No change 900 $64K
KERR FINANCIAL PLANNING Corp 0.07% No change 884 $63K
Roxbury Financial LLC 0.05% Add +15.9% 866 $62K
Planning Strategies Inc. 0.04% — 864 $62K
HighMark Wealth Management LLC 0.02% Add +0.5% 855 $61K
Tradewinds Capital Management, LLC 0.01% Reduce -20.7% 849 $61K
Costello Asset Management, INC 0.02% Add +0.2% 829 $59K
TOP Private Wealth LLC. 0.06% — 825 $59K
Purpose Unlimited Inc. 0.00% Reduce -8.1% 793 $57K
TFC Financial Management, Inc. 0.01% Add +0.5% 796 $57K
Kozak & Associates, Inc. 0.01% Add +0.4% 796 $56K
Mosley Wealth Management 0.02% Add +97.4% 772 $55K
Albion Financial Group 0.00% No change 760 $54K
Sunrise Financial Services, LLC 0.03% Add +7.8% 759 $54K
SWAN Capital LLC 0.02% New 749 $53K
Fairscale Capital, LLC 0.03% No change 747 $53K
Wealth Enhancement Trust Services, Inc. 0.01% Reduce -19.2% 742 $53K
Key Capital Management, INC 0.03% Reduce -1.3% 740 $53K
Essential Partners LLC 0.02% Reduce -71.5% 738 $53K
Nemes Rush Group LLC 0.00% Add +0.3% 733 $52K
CKW Financial Group 0.01% New 734 $52K
IFS Advisors, LLC 0.02% No change 725 $52K
Daytona Street Capital LLC 0.04% No change 725 $52K
Marquette Asset Management, LLC 0.01% No change 693 $49K
Keystone Financial Group, Inc. 0.03% Add +0.6% 681 $49K
Hickory Point Bank & Trust 0.03% No change 675 $48K
Millstone Evans Group, LLC 0.03% Add +472.8% 653 $46K
Pinney & Scofield, Inc. 0.02% No change 648 $46K
CDKV Holdings LLC 0.04% No change 646 $46K
Lummis Asset Management, LP 0.03% No change 646 $46K
LGT Financial Advisors LLC 0.24% Add +0.6% 640 $46K
Armstrong Advisory Group, Inc. 0.00% No change 624 $44K
PFS Partners, LLC 0.02% Add +0.3% 591 $42K
Sims Investment Management, LLC 0.01% New 647 $40K
Cary Street Partners Investment Advisory LLC 0.01% Add +0.7% 566 $40K
Ulland Investment Advisors, LLC 0.03% No change 562 $40K
Hamrick Investment Counsel, llc 0.03% No change 560 $40K
LifeSteps Financial, Inc. 0.02% New 541 $39K
Financial Network Wealth Advisors LLC 0.04% Add +0.6% 533 $38K
First Community Trust NA 0.02% New 521 $37K
Nexus Investment Management ULC 0.00% New 500 $36K
Strategic Wealth Advisors LLC 0.03% No change 567 $35K
Transce3nd, LLC 0.30% No change 486 $35K
Bernard Wealth Management Corp. 0.01% Add +79.2% 482 $34K
Peterson Wealth Management 0.02% No change 480 $34K
McGuire Capital Advisors Inc. 0.02% Add +53.7% 478 $34K
JPL Wealth Management, LLC 0.01% Add +34.8% 457 $33K
Your Advocates Ltd., LLP 0.01% No change 440 $31K
Swiss Re Ltd. 0.00% Add +150.6% 431 $31K
Strategic Investment Solutions, Inc. 0.01% Add +0.2% 429 $31K
CNB Bank 0.01% No change 422 $30K
Nova Wealth Management, Inc. 0.02% No change 420 $30K
Winch Advisory Services, LLC 0.01% Add +51.6% 420 $30K
Ankerstar Wealth, LLC 0.02% No change 387 $28K
Investment Counsel Co. of Nevada 0.05% New 386 $28K
Gen-Wealth Partners Inc 0.01% No change 381 $27K
StrongBox Wealth, LLC 0.01% New 376 $27K
Rakuten Securities, Inc. 0.01% Add +71.2% 363 $26K
Comprehensive Financial Planning, Inc. 0.01% No change 342 $24K
Reyes Financial Architecture, Inc. 0.01% Reduce -90.7% 334 $24K
Vima LLC 0.02% — 320 $23K
Spectrum Wealth Advisory Group, LLC 0.01% New 319 $23K
Aberdeen Wealth Management LLC 0.01% New 311 $22K
Darwin Wealth Management, LLC 0.01% Reduce -51.5% 310 $22K
Allied Private Wealth LLC 0.01% — 312 $22K
Three Bearings Fiduciary Advisors, Inc. 0.02% No change 293 $21K
Wilkerson Advisory Group LLC 0.01% No change 291 $21K
NFSG Corp 0.00% Add +0.3% 288 $21K
Advocate Investing Services LLC 0.02% No change 282 $20K
Corsicana & Co. 0.01% No change 279 $20K
Cheviot Value Management, LLC 0.00% No change 278 $20K
FWL Investment Management, LLC 0.00% No change 272 $19K
1620 Investment Advisors, Inc. 0.01% Reduce -32.0% 266 $19K
Miller Global Investments, LLC 0.02% No change 265 $19K
Anchor Bay Capital, Inc. 0.01% — 251 $18K
Nalls Sherbakoff Group, LLC 0.01% No change 212 $15K
Wellington-Altus USA Inc. 0.01% Reduce -91.2% 229 $15K
Investment Research & Advisory Group, Inc. 0.00% Add +0.5% 205 $15K
Morse Asset Management, Inc 0.00% New 200 $14K
Networth Advisors, LLC 0.01% Add +0.5% 196 $14K
Morgan Dempsey Capital Management LLC 0.01% No change 187 $13K
CGC Financial Services, LLC 0.00% No change 185 $13K
Valued Wealth Advisors LLC 0.00% No change 177 $13K
Financial Life Planners 0.01% Add +0.6% 175 $12K
Smallwood Wealth Investment Management, LLC 0.00% Add +56.4% 158 $11K
Addison Advisors LLC 0.01% Reduce -83.8% 156 $11K
Gleason Group, Inc. 0.00% Add +0.7% 146 $10K
Delta Asset Management LLC 0.00% No change 140 $10K
MRP Capital Investments, LLC 0.01% No change 135 $10K
Mark Sheptoff Financial Planning, LLC 0.01% No change 134 $10K
Activest Wealth Management 0.00% Reduce -27.0% 130 $9K
Strengthening Families & Communities, LLC 0.00% Add +0.8% 121 $9K
Cedar Mountain Advisors, LLC 0.00% New 110 $8K
Byrne Asset Management LLC 0.00% No change 100 $7K
Prestige Wealth Management Group LLC 0.00% No change 100 $7K
Prosperity Bancshares Inc 0.00% No change 91 $6K
Tower View Wealth Management LLC 0.00% Add +1.1% 89 $6K
Vermillion Wealth Management, Inc. 0.00% No change 82 $6K
Hilltop National Bank 0.00% No change 82 $6K
Hilton Head Capital Partners, LLC 0.00% No change 80 $6K
Monetary Solutions, Ltd 0.00% No change 75 $5K
Quaker Wealth Management, LLC 0.00% No change 73 $5K
Zeit Capital LLC 0.00% No change 69 $5K
Eukles Asset Management 0.00% No change 67 $5K
Westend Capital Management, LLC 0.00% New 66 $5K
RHL Group, LLC 0.00% No change 66 $5K
Murphy & Mullick Capital Management Corp 0.00% No change 50 $4K
Prudent Man Investment Management, Inc. 0.00% No change 56 $3K
Aventus Investment Advisors, Inc. 0.00% Reduce -77.8% 48 $3K
Hara Capital LLC 0.00% Reduce -97.8% 47 $3K
SRH Advisors, LLC 0.00% No change 35 $2K
Measured Wealth Private Client Group, LLC 0.00% Reduce -43.3% 34 $2K
SOA Wealth Advisors, LLC. 0.00% No change 34 $2K
Lloyd Advisory Services, LLC. 0.00% Reduce -99.7% 31 $2K
Luken Investment Analytics, LLC 0.00% New 15 $1K
Imprint Wealth LLC 0.00% No change 8 $570
Spurstone Advisory Services, LLC 0.01% New 6 $422
LM Advisors LLC 0.00% Add +1463.9% 3,425 $244
Financial Gravity Companies, Inc. 0.00% — 2 $143

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