Vanguard Dividend Apprec ETFVIGETF

13F holders, Q2 2024 (June 30)
2,061holders +20
86new positions
70sold out
4famous investors
$174.42avg. 13F price*

At the end of Q2 2024, 2,061 institutions reported holding Vanguard Dividend Apprec ETF (VIG) in their 13F filings, up 20 from Q1 2024. 86 opened new positions and 70 sold out. The largest holders were Bank of America Corp. ($4.0B), Morgan Stanley ($2.2B) and Wells Fargo & Company ($1.9B). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Vanguard Dividend Apprec ETF
CUSIP
921908844
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions86$89.2M
Exits70$92.1M

All 13F filers, Q1 2024 → Q2 2024: 14,302,797 shares bought and 5,052,346 shares sold, net +9,250,451 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,061 holders

Bank of America Corp. 0.38% Add +0.8% 21,657,109 $4.0B
Morgan Stanley 0.17% Add +1.3% 11,937,457 $2.2B
Wells Fargo & Company 0.48% Reduce -3.6% 10,182,440 $1.9B
Vanguard Group Inc. 0.03% Add +4.1% 8,990,230 $1.6B
Wealthfront Advisers LLC 4.14% Reduce -2.9% 6,740,259 $1.2B
UBS Group AG 0.36% Add +0.3% 6,448,279 $1.2B
LPL Financial LLC 0.50% Add +3.4% 5,493,858 $1.0B
HB Wealth Management, LLC 9.93% Add +4.5% 4,658,585 $850.4M
Royal Bank of Canada 0.17% Add +0.3% 3,751,642 $684.9M
Raymond James & Associates 0.42% Reduce -0.5% 3,520,492 $642.7M
JPMorgan Chase & Co. 0.05% Add +0.6% 3,172,005 $579.0M
Commonwealth Equity Services, LLC 0.83% Add +2.1% 2,865,298 $523.1M
Ameriprise Financial Inc. 0.12% Add +2.7% 2,472,900 $451.4M
HighTower Advisors, LLC 0.61% Add +0.1% 2,171,578 $396.4M
Envestnet Asset Management Inc. 0.13% Add +6.5% 2,062,053 $376.4M
Signaturefd, LLC 7.06% Add +1.4% 1,902,788 $347.4M
Raymond James Financial Services Advisors, Inc. 0.49% Reduce -2.5% 1,895,413 $346.0M
Bank of New York Mellon Corp 0.06% Reduce -10.6% 1,747,595 $319.0M
Osaic Holdings, Inc. 0.65% Add +5.9% 1,515,396 $276.7M
Northwestern Mutual Wealth Management Co. 0.27% Reduce -3.2% 1,493,972 $272.7M
Modera Wealth Management, LLC 3.53% Add +3.4% 1,313,589 $239.8M
Focus Partners Wealth 0.80% Add +99.3% 1,298,866 $237.1M
Trust Point Inc. 18.53% Reduce -1.4% 1,265,661 $231.0M
Mariner, LLC 0.45% Add +0.9% 1,264,179 $230.8M
Joel Isaacson & Co., LLC 10.81% Add +2.4% 1,127,108 $205.8M
Manufacturers Life Insurance Company, The 0.19% Reduce -7.2% 1,105,260 $201.8M
Stifel Financial Corp. 0.21% Reduce -0.2% 1,002,708 $183.1M
Captrust Financial Advisors 0.58% Reduce -1.1% 994,122 $181.5M
Truist Financial Corp. 0.28% Reduce -3.4% 990,676 $180.8M
Aspiriant, LLC 7.21% Add +0.7% 968,716 $176.8M
Creative Planning 0.19% Reduce -1.9% 964,414 $176.1M
Corient Private Wealth LP 0.31% Add +2.3% 958,837 $175.0M
Wealth Enhancement Advisory Services, LLC 0.41% Add +15.9% 940,722 $171.7M
Brown Advisory Inc. 0.21% Add +1.2% 889,474 $162.4M
Bank of Montreal 0.05% Reduce -0.5% 880,746 $162.2M
MAI Capital Management 1.59% Add +2.2% 885,706 $161.7M
Cambridge Investment Research Advisors, Inc. 0.56% Add +0.2% 831,928 $151.9M
Cetera Investment Advisers 0.35% Add +1.5% 825,157 $150.6M
Waverly Advisors, LLC 2.85% Add +3.3% 796,369 $145.4M
Nicholas Hoffman & Company, LLC. 6.30% Add +0.5% 736,014 $134.4M
Goldman Sachs Group Inc. 0.03% Add +3.0% 725,149 $132.4M
Retirement Planning Group, LLC 7.92% Add +2.4% 682,508 $124.6M
Rockefeller Capital Management L.P. 0.35% Reduce -5.0% 678,354 $123.8M
Northeast Financial Consultants Inc 5.69% Add +3.3% 676,531 $123.5M
Blair William & Co. 0.37% Reduce -1.9% 661,082 $120.7M
Glenmede Trust Co. NA 0.59% Reduce -0.2% 641,007 $117.0M
Charles Schwab Investment Management Inc. 0.02% Reduce -3.7% 632,505 $115.5M
Baird Financial Group, Inc. 0.23% Add +2.1% 613,032 $111.9M
Fifth Third Bancorp 0.41% Reduce -4.7% 589,381 $107.6M
Cerity Partners LLC 0.29% Add +6.4% 581,851 $106.2M
Cresset Asset Management, LLC 0.45% Add +14.4% 572,566 $105.0M
Private Advisor Group, LLC 0.70% Add +3.4% 575,040 $105.0M
Jones Financial Companies LLLP 0.12% Add +29.2% 556,365 $101.6M
Lincoln National Corp. 3.33% Reduce -30.2% 539,731 $98.5M
DAVENPORT & Co LLC 0.62% Add +6.5% 537,268 $98.1M
MML Investors Services, LLC 0.39% Add +4.4% 533,127 $97.3M
Performance Wealth Partners, LLC 3.58% Reduce -2.2% 531,834 $97.1M
Stokes Family Office, LLC 11.13% Reduce -2.6% 520,157 $95.0M
Kestra Advisory Services, LLC 0.53% Add +48.9% 537,479 $94.5M
Janney Montgomery Scott LLC 0.29% Reduce -3.3% 516,004 $94.2M
Confluence Wealth Services, Inc. 7.35% Add +6.5% 505,124 $92.2M
Franklin Resources Inc. 0.03% Add +0.7% 442,468 $80.8M
TD Private Client Wealth LLC 2.40% Add +6.2% 418,383 $76.4M
Atria Wealth Solutions, Inc. 0.83% Reduce -2.1% 409,367 $74.9M
Mercer Global Advisors Inc. 0.20% Add +22.9% 508,325 $74.6M
Sanctuary Advisors, LLC 0.54% — 418,531 $74.0M
Brookstone Capital Management 1.14% Add +18.2% 360,446 $68.5M
Haverford Trust Co 0.70% Add +8.7% 365,603 $66.7M
Hubbell Strickland Wealth Management, LLC 32.40% Reduce -1.0% 353,664 $64.6M
Systematic Alpha Investments, LLC 2.46% No change 353,000 $64.4M
Paragon Capital Management Ltd 11.50% Reduce -0.8% 343,180 $62.6M
NewEdge Advisors, LLC 0.46% Add +36.9% 342,482 $62.5M
Provenance Wealth Advisors, LLC 8.39% Reduce -0.9% 328,554 $60.0M
Park Avenue Securities LLC 0.71% Reduce -2.4% 316,181 $57.7M
FMR LLC 0.00% Add +11.8% 310,566 $56.7M
Berkshire Money Management, Inc. 6.85% Add +0.6% 309,000 $56.4M
Steward Partners Investment Advisory, LLC 0.58% Add +5.0% 303,052 $55.3M
Ieq Capital, LLC 0.74% Reduce -0.4% 301,341 $55.0M
WMS Partners, LLC 3.51% Add +8.2% 299,657 $54.7M
360 Financial, Inc. 20.35% Reduce -6.6% 294,936 $53.8M
GLOBALT Investments LLC / GA 2.13% Add +0.9% 291,503 $53.2M
Baltimore-Washington Financial Advisors, Inc. 2.97% Add +4.4% 275,628 $50.3M
Beacon Pointe Advisors, LLC 0.59% Reduce -6.0% 274,750 $50.2M
Rational Advisors, Inc. 4.93% Reduce -15.7% 270,136 $49.3M
PNC Financial Services Group, Inc. 0.03% Add +6.5% 269,455 $49.2M
Levy Wealth Management Group, LLC 12.25% Add +11.8% 262,020 $47.8M
Advisor OS, LLC 5.19% Reduce -4.1% 259,576 $47.4M
PDS Planning, Inc 4.71% Add +4.7% 255,675 $46.7M
Principle Wealth Partners LLC 3.55% Reduce -0.8% 255,267 $46.6M
Evensky & Katz LLC 3.23% Add +0.8% 254,317 $46.4M
Planning Alternatives Ltd. 7.46% Add +0.0% 252,354 $46.1M
Resonant Capital Advisors, LLC 3.62% Add +4.6% 242,969 $44.6M
MJP Associates Inc. 9.04% Reduce -4.8% 238,025 $43.5M
Pathstone Holdings, LLC 0.20% Reduce -2.7% 237,550 $43.4M
New England Private Wealth Advisors LLC 7.39% Reduce -0.3% 231,967 $42.3M
Wealth Architects, LLC 5.08% Reduce -1.6% 227,694 $41.6M
US Bancorp \de 0.06% Reduce -0.3% 222,139 $40.6M
American Financial Advisors, LLC 5.68% Reduce -0.1% 218,568 $39.9M
Avantax Planning Partners, Inc. 1.28% Reduce -2.9% 217,668 $39.7M
Equitable Holdings, Inc. 0.41% Add +6.1% 211,218 $38.6M
Mosaic Advisors LLC 30.94% Add +0.3% 210,024 $38.3M
E&G Advisors, LLC 11.18% Reduce -0.9% 208,408 $38.0M
Northern Trust Corp. 0.01% Add +1.1% 206,789 $37.7M
Noble Family Wealth, LLC 10.65% Add +3.6% 202,754 $37.0M
Ballentine Partners, LLC 0.67% Reduce -0.4% 199,802 $36.5M
TD Capital Management LLC 3.81% Reduce -1.8% 199,477 $36.4M
Kohmann Bosshard Financial Services, LLC 4.90% Reduce -10.9% 199,253 $36.4M
Connecticut Wealth Management, LLC 1.87% Reduce -1.3% 198,231 $36.2M
Buska Wealth Management, LLC 14.42% Add +6.8% 198,189 $36.2M
Oak Hill Wealth Advisors, LLC 10.84% — 195,951 $35.8M
Prime Capital Investment Advisors, LLC 0.53% Reduce -4.8% 195,653 $35.7M
M&T Bank Corp 0.12% Reduce -3.9% 186,495 $34.0M
Frazier Financial Advisors, LLC 26.38% Add +3.6% 182,148 $33.3M
Eclectic Associates Inc. 14.26% Add +2.2% 175,637 $32.1M
Howard Financial Services, LTD. 5.24% Add +1.8% 175,176 $32.0M
Laurel Wealth Advisors LLC 5.59% Add +0.7% 175,054 $32.0M
Florida Trust Wealth Management Co 1.09% Add +3.4% 174,418 $31.8M
Avantax Advisory Services, Inc. 0.23% Add +10.6% 173,352 $31.6M
Arlington Trust Co LLC 7.18% Add +1.3% 166,853 $30.5M
Mesirow Financial Investment Management, Inc. 0.68% Reduce -4.8% 165,813 $30.3M
Edmonds Duncan Registered Investment Advisors, LLC 7.35% Reduce -3.8% 165,276 $30.2M
Capital Advisors, Ltd. LLC 3.86% Reduce -0.6% 162,950 $29.7M
FIDELIS iM, LLC 14.59% Add +0.6% 162,810 $29.7M
D.A. Davidson & Co. 0.26% Reduce -36.5% 160,680 $29.3M
ProVise Management Group, LLC 2.49% Reduce -12.8% 160,468 $29.3M
Baron Silver Stevens Financial Advisors, LLC 5.58% Add +1.7% 159,831 $29.2M
First Manhattan Co. Llc. 0.09% Add +1.0% 157,251 $28.8M
Old Mission Investment Co LLC 9.33% Reduce -0.0% 157,292 $28.7M
Diversified Trust Co. 0.81% Reduce -2.6% 156,964 $28.7M
Capital Advisors Wealth Management, LLC 5.54% Add +16.3% 153,600 $28.0M
Human Investing LLC 5.44% Add +0.1% 153,173 $28.0M
National Bank of Canada 0.04% Add +1.4% 153,239 $27.9M
Firestone Capital Management 7.59% Reduce -0.4% 152,247 $27.8M
Seneca Financial Advisors LLC 14.07% Reduce -7.8% 148,761 $27.2M
Graves Light Lenhart Wealth, Inc. 3.08% Reduce -0.6% 147,693 $26.9M
Stephens Inc. 0.41% Add +0.8% 147,307 $26.9M
Valmark Advisers, Inc. 0.45% Add +8.6% 145,083 $26.5M
Edge Capital Group, LLC 1.27% Reduce -4.0% 143,473 $26.2M
Agf Management Ltd. 0.15% Reduce -20.8% 143,010 $26.1M
Advisory Alpha, LLC 1.03% Reduce -36.3% 142,507 $26.0M
Investment Advisory Services Inc. /TX 9.47% Add +1.7% 141,531 $25.8M
Citigroup Inc. 0.02% Add +5.2% 139,671 $25.5M
Gray Wealth Management Inc. 10.96% Add +1.9% 139,165 $25.4M
Studio Investment Management LLC 5.78% Add +3.9% 137,766 $25.4M
NewEdge Wealth, LLC 0.55% Add +13.2% 138,115 $25.2M
JNBA Financial Advisors 2.66% Reduce -22.0% 137,852 $25.2M
Clearstead Advisors, LLC 0.42% Add +17.4% 134,220 $24.5M
Compton Wealth Advisory Group, LLC 6.52% Add +6.3% 134,072 $24.5M
Crane Advisory, LLC 4.67% Add +4.0% 131,510 $24.2M
Granite FO LLC 15.42% Reduce -0.1% 132,196 $24.1M
McCarthy Asset Management, Inc. 14.19% Reduce -0.4% 131,897 $24.1M
Allworth Financial LP 0.16% Reduce -1.6% 128,481 $24.1M
EP Wealth Advisors, LLC 0.26% Add +3.2% 131,503 $24.0M
Two Sigma Investments, LP 0.06% New 131,003 $23.9M
Searcy Financial Services Inc. 11.82% Add +0.7% 129,773 $23.7M
EverSource Wealth Advisors, LLC 1.57% Add +0.8% 124,642 $23.7M
VPR Management LLC 8.83% Reduce -27.2% 129,430 $23.6M
Mutual Advisors, LLC 0.70% Add +4.4% 123,087 $23.2M
Northeast Investment Management 1.09% Add +6.9% 126,800 $23.1M
Scotia Capital Inc. 0.14% Reduce -7.7% 126,397 $23.1M
Klaas Financial Asset Advisors, LLC 4.21% Reduce -51.8% 125,664 $22.9M
Annex Advisory Services, LLC 0.80% Reduce -86.2% 124,017 $22.6M
Lodestar Private Asset Management LLC 3.10% Add +0.8% 123,536 $22.6M
CENTRAL TRUST Co 0.55% Add +4.5% 122,249 $22.3M
MTM Financial Group, LLC 14.06% Add +0.4% 120,591 $22.0M
Capital Advantage, Inc. 4.45% Reduce -0.9% 117,934 $21.7M
Roof Eidam Maycock Peralta, LLC 5.82% Add +0.4% 117,539 $21.5M
Western Wealth Management, LLC 1.59% Add +1.3% 117,335 $21.4M
Ameritas Advisory Services, LLC 0.80% Reduce -5.5% 116,745 $21.3M
Montag A & Associates Inc. 1.07% Add +2.5% 115,057 $21.1M
Wharton Business Group, LLC 1.07% Add +1.0% 113,773 $20.8M
Rwa Wealth Partners, LLC 0.27% Reduce -11.0% 113,263 $20.7M
Ariston Services Group 19.75% No change 112,352 $20.5M
Mittelman Wealth Management 13.21% Add +6.4% 111,621 $20.4M
PFG Advisors 1.37% Add +3.7% 111,430 $20.3M
Integrated Advisors Network LLC 1.04% Add +39.9% 110,611 $20.2M
Whitegate Investment Counselors, Inc. 5.73% Add +0.6% 110,584 $20.2M
Goepper Burkhardt LLC 9.10% Reduce -3.7% 110,082 $20.1M
AMG National Trust Bank 0.54% Add +9.4% 109,608 $20.0M
Coldstream Capital Management Inc. 0.48% Reduce -3.7% 108,992 $19.9M
Compass Financial Group, INC 4.30% Add +4.1% 108,742 $19.9M
J.W. Cole Advisors, Inc. 0.93% Add +0.5% 108,180 $19.7M
Nikulski Financial, Inc. 6.22% Reduce -0.4% 107,027 $19.5M
McCarthy & Cox 7.41% Add +0.1% 105,803 $19.3M
Buckingham Strategic Wealth, LLC 0.20% Reduce -0.7% 105,583 $19.3M
Comerica Bank 0.08% Reduce -1.3% 105,025 $19.2M
JT Stratford LLC 3.57% Add +2.4% 104,931 $19.2M
Smith Anglin Financial, LLC 1.93% Reduce -15.2% 104,736 $19.1M
Tradition Wealth Management, LLC 1.83% Add +7.5% 103,750 $18.9M
Qube Research & Technologies Ltd 0.03% Add +87.6% 102,840 $18.8M
OneDigital Investment Advisors LLC 0.23% Add +13.3% 102,190 $18.7M
Prepared Retirement Institute LLC 12.27% Add +8.4% 101,371 $18.5M
Advisory Services Network, LLC 0.38% Add +6.6% 100,865 $18.4M
&partners 0.80% Add +210.8% 101,219 $18.4M
Bank of Nova Scotia 0.04% New 100,000 $18.3M
Cwm, LLC 0.09% Add +4.8% 99,717 $18.2M
Robertson Stephens Wealth Management, LLC 0.95% Add +145.8% 99,163 $18.2M
Cahill Financial Advisors Inc. 2.49% Reduce -8.4% 99,438 $18.2M
Jackson, Grant Investment Advisers, Inc. 7.22% Reduce -1.7% 97,921 $17.9M
Carnegie Investment Counsel 0.56% Reduce -10.9% 97,626 $17.8M
Fusion Capital, LLC 8.12% Reduce -1.1% 97,517 $17.8M
Family Manage LLC 3.15% Add +5.5% 97,368 $17.8M
KilterHowling LLC 12.10% Add +1.4% 97,316 $17.8M
Family CFO Inc 10.82% Reduce -0.1% 96,252 $17.6M
FAS Wealth Partners, Inc. 1.52% Add +0.3% 96,240 $17.6M
Carolinas Wealth Consulting LLC 3.38% Reduce -8.9% 95,430 $17.5M
Cornerstone Wealth Management, LLC 1.34% Reduce -3.8% 95,575 $17.4M
Focus Financial Network, Inc. 0.74% Add +4.4% 91,123 $17.3M
Snowden Capital Advisors LLC 0.52% Reduce -1.5% 93,436 $17.1M
Betterment LLC 0.04% Add +14.5% 93,591 $17.1M
Addison Advisors LLC 5.49% Add +3.9% 93,143 $17.0M
Mather Group, Llc. 0.21% Add +1481.7% 92,764 $16.9M
CRA Financial Services, LLC 3.42% Reduce -2.3% 92,742 $16.9M
DDFG, Inc 5.22% Reduce -2.9% 92,614 $16.9M
Stratos Wealth Partners, LTD. 0.27% Add +9.9% 92,463 $16.9M
Lido Advisors, LLC 0.14% Reduce -0.8% 91,710 $16.8M
Dan L Duncan Foundation 25.52% Reduce -5.9% 91,515 $16.7M
Snider Financial Group 6.44% Reduce -1.6% 91,441 $16.7M
Smith, Moore & Co. 1.71% Add +6.3% 90,993 $16.6M
Flagship Harbor Advisors, LLC 0.98% Reduce -3.9% 89,650 $16.4M
Hanover Advisors Inc. 7.21% Reduce -14.2% 88,918 $16.2M
Associated Banc-Corp 0.50% Add +3.8% 88,631 $16.2M
Coston, McIsaac & Partners 5.06% Add +6.1% 87,953 $16.1M
Select Asset Management & Trust 6.32% Add +10.0% 86,898 $15.9M
Martel Wealth Advisors LLC 3.40% Reduce -1.5% 86,885 $15.9M
CIBC Private Wealth Group LLC 0.03% Add +1.9% 85,960 $15.8M
Consolidated Capital Management, LLC 7.53% Add +4.6% 86,280 $15.8M
LM Advisors LLC 3.11% Add +0.5% 86,871 $15.6M
Sound View Wealth Advisors Group, LLC 1.59% Reduce -1.3% 84,589 $15.4M
Kingsview Wealth Management, LLC 0.36% Add +8.8% 84,421 $15.4M
Cozad Asset Management Inc. 1.53% Reduce -1.2% 84,247 $15.4M
SVB Wealth LLC 0.38% Reduce -7.0% 83,288 $15.2M
Clarity Wealth Advisors, LLC 4.91% Add +0.1% 83,225 $15.2M
Wealthcare Advisory Partners LLC 0.47% Add +0.8% 83,170 $15.2M
Forbes J M & Co. LLP 1.55% Add +0.4% 82,672 $15.1M
CreativeOne Wealth, LLC 0.76% Reduce -0.5% 82,446 $15.1M
Curi Capital, LLC 0.36% Reduce -0.6% 82,383 $15.0M
Onyx Bridge Wealth Group LLC 2.45% Add +0.1% 81,785 $14.9M
Romano Brothers and Company 2.05% Add +8.8% 80,882 $14.8M
HBK Sorce Advisory LLC 0.51% Reduce -3.1% 80,723 $14.7M
Asset Management Group, Inc. 2.23% Reduce -0.9% 80,360 $14.7M
Planning Directions Inc. 9.93% Reduce -2.1% 79,846 $14.6M
Mosaic Financial Group, LLC 10.44% Add +17.5% 79,638 $14.5M
Hapanowicz & Associates Financial Services, Inc 8.21% Add +3.5% 78,772 $14.4M
Aspen Wealth Management LLC 4.96% Add +5.6% 78,648 $14.4M
Employees' Retirement Fund of the City of Fort Worth 6.18% Reduce -15.2% 78,051 $14.2M
Family Investment Center, Inc. 4.25% Add +1.1% 77,892 $14.2M
FRG Family Wealth Advisors LLC 2.75% Reduce -0.4% 77,668 $14.2M
Madison Asset Management, LLC 0.18% Reduce -5.1% 77,673 $14.2M
Zions Bancorporation, N.A. 1.13% Reduce -10.1% 77,559 $14.2M
Rothschild Investment LLC 0.99% Add +0.5% 77,529 $14.2M
Syon Capital LLC 1.30% Reduce -0.6% 77,510 $14.1M
Composition Wealth, LLC 0.34% Reduce -0.4% 77,489 $14.1M
High Net Worth Advisory Group LLC 4.27% Add +3.0% 77,130 $14.1M
Wintrust Investments LLC 1.14% Add +2.4% 76,471 $14.0M
Beacon Investment Advisory Services, Inc. 0.60% Add +9.9% 76,234 $13.9M
Aspen Grove Capital, LLC 3.24% No change 75,076 $13.8M
Burns J W & Co. Inc. 1.86% Add +3.1% 75,319 $13.7M
Garde Capital, Inc. 0.95% No change 74,625 $13.6M
Venture Visionary Partners LLC 0.63% Add +0.8% 74,289 $13.6M
Citizens Financial Group Inc. 0.30% Add +78.3% 73,933 $13.6M
Oak Harvest Investment Services 2.13% Reduce -2.9% 73,807 $13.5M
Main Street Financial Solutions, LLC 1.27% Add +0.3% 73,776 $13.5M
Journey Advisory Group, LLC 1.59% Add +6.1% 72,707 $13.3M
Carr Financial Group Corp 4.20% Reduce -2.1% 72,346 $13.2M
D.B. Root & Company, LLC 4.48% Add +8.2% 71,975 $13.1M
Bryn Mawr Trust Advisors, LLC 0.72% Reduce -1.3% 71,752 $13.1M
Rovin Capital /Ut/ 5.43% Reduce -18.7% 71,354 $13.0M
Whittier Trust Co. 0.18% Reduce -1.3% 69,845 $12.8M
HHM Wealth Advisors, LLC 1.91% Reduce -2.1% 69,532 $12.7M
B. Riley Wealth Advisors, Inc. 0.32% Reduce -10.6% 69,125 $12.7M
Pettyjohn, Wood & White, Inc. 2.44% Reduce -0.6% 68,900 $12.6M
Visionary Wealth Advisors 0.81% Reduce -2.5% 68,167 $12.4M
Regal Investment Advisors LLC 0.82% Reduce -1.3% 67,955 $12.4M
Patriot Investment Management Group, Inc. 0.96% Reduce -0.4% 67,571 $12.3M
Wheelhouse Advisory Group LLC 8.66% Add +5.4% 67,121 $12.3M
Motive Wealth Advisors 7.37% Reduce -0.6% 67,258 $12.3M
Americana Partners, LLC 0.97% Add +15.8% 67,255 $12.3M
Evergreen Capital Management LLC 0.44% Reduce -0.6% 66,514 $12.2M
Meridian Wealth Advisors, LLC 2.17% Add +1.7% 66,773 $12.2M
Essex Financial Services, Inc. 0.90% Add +17.8% 65,379 $12.1M
Dakota Wealth Management 0.28% Reduce -5.4% 66,033 $12.1M
Blackston Financial Advisory Group, LLC 6.69% Reduce -9.3% 65,505 $12.0M
Merit Financial Group, LLC 0.26% Add +2.6% 65,289 $11.9M
Apella Capital, LLC 0.53% Reduce -1.1% 64,455 $11.8M
Great Valley Advisor Group, Inc. 0.33% Add +1.5% 64,216 $11.7M
Mgo One Seven LLC 0.55% Add +3.1% 63,924 $11.7M
Kraft, Davis & Associates, LLC 3.53% Add +1.6% 61,760 $11.6M
Circle Wealth Management, LLC 0.27% Add +0.6% 63,383 $11.6M
SimpliFi, Inc. 5.34% Reduce -1.6% 63,327 $11.6M
Kestra Private Wealth Services, LLC 0.23% Reduce -3.2% 63,256 $11.5M
Concurrent Investment Advisors, LLC 0.38% Add +8.1% 63,221 $11.5M
Synovus Financial Corp. 0.15% Reduce -10.9% 63,121 $11.5M
Jordan Park Group LLC 0.87% Reduce -9.4% 62,221 $11.4M
Raymond James Trust N.A. 0.27% Reduce -0.5% 61,978 $11.3M
Segment Wealth Management, LLC 0.83% Reduce -0.7% 61,896 $11.3M
Old National Bancorp 0.27% Reduce -0.4% 61,784 $11.3M
Chatham Capital Group, Inc. 1.95% Add +0.2% 61,335 $11.2M
Mission Wealth Management, LP 0.30% Reduce -14.8% 61,323 $11.2M
Peterson Wealth Management 6.87% Add +27.6% 60,922 $11.1M
Leavell Investment Management, Inc. 0.61% Reduce -0.3% 60,583 $11.1M
Transcend Capital Advisors, LLC 0.81% Add +5.5% 60,860 $11.1M
Allred Capital Management, LLC 4.26% Reduce -0.6% 60,843 $11.1M
Mendel Capital Management LLC 7.17% Reduce -1.6% 60,795 $11.1M
IFP Advisors, Inc 0.44% Reduce -2.8% 60,785 $11.1M
Kitching Partners, LLC 20.09% Add +2.8% 60,474 $11.0M
Interactive Financial Advisors, Inc. 6.07% Reduce -1.1% 60,377 $11.0M
United Capital Financial Advisors, LLC 0.09% Add +1.6% 60,302 $11.0M
Tyche Wealth Partners LLC 2.68% Add +0.5% 60,251 $11.0M
Parallel Advisors, LLC 0.28% Reduce -9.8% 60,189 $11.0M
Accretive Wealth Partners, LLC 4.59% Add +1.7% 60,077 $11.0M
Global Retirement Partners, LLC 0.34% Add +1.2% 59,985 $11.0M
Harbour Investments, Inc. 0.37% Add +0.9% 59,628 $10.9M
Advisors Preferred, LLC 1.88% Add +17.2% 59,757 $10.9M
First Heartland Consultants, Inc. 1.08% Add +24.5% 59,544 $10.9M
Flputnam Investment Management Co. 0.20% Reduce -4.5% 59,463 $10.9M
Rehmann Capital Advisory Group 0.78% Reduce -1.8% 59,421 $10.8M
Ancora Advisors LLC 0.27% Reduce -4.6% 59,420 $10.8M
Destiny Wealth Partners, LLC 1.94% Reduce -0.2% 59,200 $10.8M
Stratos Wealth Advisors, LLC 0.52% Add +25.4% 58,063 $10.6M
Natixis Advisors, LLC 0.02% Add +3.2% 57,802 $10.6M
Archford Capital Strategies, LLC 1.71% Add +2.0% 57,796 $10.6M
Cornerstone Advisory, LLC 1.47% Add +0.1% 57,112 $10.4M
Johnson Financial Group, Inc. 0.50% Reduce -14.5% 56,177 $10.3M
White Lighthouse Investment Management Inc. 1.98% Reduce -0.7% 56,321 $10.3M
NWF Advisory Services Inc. 1.63% Add +6.7% 56,172 $10.3M
SouthState Bank Corp 0.74% Add +29.2% 55,676 $10.2M
Sandy Cove Advisors, LLC 4.50% Reduce -1.1% 55,378 $10.1M
Sebold Capital Management, Inc. 6.97% Add +0.3% 55,320 $10.1M
Wimmer Associates 1, LLC 5.17% Add +3.1% 55,263 $10.1M
UMB Bank, n.a. 0.17% Reduce -12.8% 55,218 $10.1M
Integrated Capital Management, Inc. 8.01% Add +1.1% 54,971 $10.0M
WASHINGTON TRUST Co 0.37% Add +3.1% 54,845 $10.0M
LS Investment Advisors, LLC 1.56% Add +2.1% 54,789 $10.0M
Strategies Wealth Advisors, LLC 1.46% Reduce -21.3% 54,764 $10.0M
Integral Investment Advisors, Inc. 3.68% Add +24.6% 54,293 $10.0M
Oppenheimer & Co. Inc. 0.16% Reduce -0.2% 54,545 $10.0M
Johnson Investment Counsel Inc. 0.10% Add +3.0% 54,231 $9.9M
Country Club Bank 0.69% Reduce -3.9% 53,882 $9.9M
M3 Advisory Group, LLC 8.14% Add +5.1% 54,174 $9.9M
Level Four Advisory Services, LLC 0.45% Add +12.9% 54,060 $9.9M
Security Financial Services, INC. 2.13% Add +2.6% 53,605 $9.8M
Cerro Pacific Wealth Advisors LLC 3.73% — 53,372 $9.7M
Aptus Capital Advisors, LLC 0.18% Reduce -43.5% 53,252 $9.7M
Signature Estate & Investment Advisors LLC 0.24% Add +506.8% 53,208 $9.7M
Thomasville National Bank 0.77% Add +2.7% 52,811 $9.6M
Forvis Mazars Wealth Advisors, LLC 0.24% Reduce -3.7% 52,708 $9.6M
Choate Investment Advisors 0.25% Add +2.2% 52,559 $9.6M
Crestwood Advisors Group, LLC 0.20% Reduce -6.3% 52,255 $9.5M
Bigelow Investment Advisors, LLC 4.55% Add +0.9% 52,173 $9.5M
Beacon Financial Group 1.08% Reduce -10.6% 52,110 $9.5M
Brio Consultants, LLC 1.56% Reduce -6.1% 51,694 $9.4M
Mycio Wealth Partners, LLC 2.41% Add +0.1% 51,636 $9.4M
GC Wealth Management RIA, LLC 1.85% Add +1.8% 51,398 $9.4M
Prentice Wealth Management LLC 3.05% Reduce -1.3% 51,136 $9.3M
Sandbox Financial Partners, LLC 3.57% Add +4.1% 51,051 $9.3M
Capital Investment Advisors, LLC 0.21% Add +1.0% 51,046 $9.3M
Souders Financial Advisors 1.39% Add +3.5% 50,426 $9.2M
Boston Family Office LLC 0.66% Add +2.0% 50,104 $9.1M
West Financial Advisors, LLC 1.89% Reduce -2.6% 49,904 $9.1M
Kades & Cheifetz LLC 5.72% Reduce -0.8% 49,817 $9.1M
First Horizon Advisors, Inc. 0.27% Add +0.2% 49,346 $9.0M
Safir Wealth Advisors, LLC 7.37% Reduce -0.3% 49,244 $9.0M
North Star Investment Management Corp. 0.66% Reduce -0.9% 49,112 $9.0M
IFG Advisory, LLC 0.57% Add +7.6% 48,692 $8.9M
Heritage Wealth Advisors 0.40% Reduce -0.3% 48,415 $8.8M
Moneta Group Investment Advisors LLC 0.14% Add +21.4% 48,252 $8.8M
Vigilare Wealth Management 3.88% Add +2.5% 48,068 $8.8M
SPC Financial, Inc. 0.81% Add +2.2% 47,880 $8.7M
180 Wealth Advisors, LLC 1.42% Reduce -1.4% 46,963 $8.7M
Cascade Wealth Advisors, Inc 6.44% Add +5.9% 46,803 $8.7M
Wealthspan Partners, LLC 4.80% Reduce -1.9% 47,683 $8.7M
O'shaughnessy Asset Management, LLC 0.09% Add +8.5% 47,630 $8.7M
Alpha Cubed Investments, LLC 0.41% Reduce -2.6% 47,091 $8.6M
Orion Capital Management LLC 4.51% Reduce -2.3% 46,991 $8.6M
Signet Financial Management, LLC 1.16% Reduce -1.8% 46,948 $8.6M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.43% Add +6.1% 46,807 $8.5M
Apollon Wealth Management, LLC 0.26% Reduce -27.8% 46,489 $8.5M
Kaizen Financial Strategies 5.29% Add +3.3% 44,946 $8.5M
Boston Financial Mangement LLC 0.27% Add +2.4% 46,299 $8.5M
Osborne Partners Capital Management, LLC 0.51% Reduce -4.3% 46,228 $8.4M
Savant Capital, LLC 0.08% Add +28.0% 46,024 $8.4M
Capital Analysts, LLC 0.37% Add +17.6% 45,983 $8.4M
Global Wealth Strategies & Associates 3.01% Reduce -12.6% 45,914 $8.4M
Mason & Associates Inc 2.22% Reduce -11.9% 45,799 $8.4M
Donaldson Capital Management, LLC 0.35% Add +3.0% 45,638 $8.3M
Woodmont Investment Counsel LLC 0.68% Reduce -2.9% 45,598 $8.3M
Thrivent Financial for Lutherans 0.02% Add +2.9% 45,557 $8.3M
Strategic Blueprint, LLC 0.56% Add +1.6% 45,200 $8.3M
Whittier Trust Co. of Nevada Inc. 0.23% Add +1.5% 45,182 $8.2M
Evergreen Wealth Management, LLC 5.45% No change 45,089 $8.2M
Peapack Gladstone Financial Corp. 0.13% Add +0.5% 44,822 $8.2M
Warner Financial, Inc. 3.97% Reduce -1.8% 44,599 $8.1M
Cascade Financial Partners, LLC 1.07% Add +0.1% 44,562 $8.1M
TD Waterhouse Canada Inc. 0.07% Add +2.2% 44,519 $8.1M
Stokes Capital Advisors, LLC 2.25% Reduce -5.6% 44,384 $8.1M
Gilliland Jeter Wealth Management LLC 2.71% Reduce -0.2% 44,053 $8.0M
Windward Private Wealth Management Inc. 3.25% Reduce -6.0% 44,004 $8.0M
Jefferies Financial Group Inc. 0.17% Reduce -16.1% 43,888 $8.0M
Financial Perspectives, Inc 2.95% Reduce -0.3% 43,818 $8.0M
Yoder Wealth Management, Inc. 5.15% Reduce -2.9% 43,615 $8.0M
Pecaut & Co. 3.01% Add +3.1% 43,457 $7.9M
Garden State Investment Advisory Services LLC 2.74% Add +1.8% 43,108 $7.9M
Kwmg, LLC 0.85% Add +0.5% 43,440 $7.9M
Compass Ion Advisors, LLC 1.13% Add +0.2% 43,412 $7.9M
WealthShield Partners, LLC 1.20% Add +1.6% 43,027 $7.9M
Allen Investment Management, LLC 0.10% No change 43,042 $7.9M
Twin Focus Capital Partners, LLC 1.25% Add +1.8% 42,881 $7.8M
New Perspectives, Inc 4.17% Reduce -0.6% 42,800 $7.8M
NorthRock Partners, LLC 0.29% Add +0.5% 42,536 $7.8M
Capstone Financial Advisors, Inc. 0.51% Reduce -8.2% 42,616 $7.8M
Cypress Financial Planning LLC 3.25% Reduce -7.1% 42,582 $7.8M
Bradley Foster & Sargent Inc. 0.14% Reduce -1.4% 42,042 $7.7M
Moors & Cabot, Inc. 0.41% Reduce -0.6% 41,948 $7.7M
CVA Family Office, LLC 1.38% Reduce -0.7% 41,894 $7.6M
Western Pacific Wealth Management, LP 5.78% Add +0.6% 41,843 $7.6M
CWS Financial Advisors, LLC 3.00% Add +6.1% 41,832 $7.6M
Ledyard National Bank 0.74% Reduce -4.8% 41,677 $7.6M
Pathway Financial Advisors LLC 2.04% No change 41,302 $7.5M
Rooted Wealth Advisors, Inc. 3.30% Add +6.7% 39,611 $7.5M
Focus Partners Advisor Solutions, LLC 0.20% Add +0.2% 40,747 $7.4M
Kavar Capital Partners Group, LLC 1.33% Reduce -1.1% 40,450 $7.4M
Independent Financial Group, LLC 0.29% Add +10.8% 40,094 $7.3M
Northstar Group, Inc. 1.44% Add +4.5% 40,047 $7.3M
Plotkin Financial Advisors, LLC 4.68% Add +1.0% 39,889 $7.3M
SWAN Capital LLC 3.96% Add +250.3% 39,812 $7.3M
FreeGulliver LLC 4.96% Add +71.3% 39,716 $7.3M
Envestnet Portfolio Solutions, Inc. 0.03% Add +4.2% 39,702 $7.2M
IAG Wealth Partners, LLC 1.45% Reduce -3.6% 39,647 $7.2M
Apollon Financial, LLC 2.34% Reduce -4.6% 39,584 $7.2M
Aberdeen Wealth Management LLC 4.86% No change 39,405 $7.2M
Prospera Financial Services Inc 0.20% Add +7.8% 39,345 $7.2M
McNamara Financial Services, Inc. 1.51% Add +7.1% 39,210 $7.2M
Litman Gregory Wealth Management LLC 0.63% Reduce -0.1% 39,041 $7.1M
Two Sigma Advisers, LP 0.02% Add +2337.5% 39,000 $7.1M
Chris Bulman Inc 4.82% — 38,573 $7.0M
Sigma Planning Corp 0.22% Add +1.5% 38,463 $7.0M
Verum Partners LLC 2.27% Reduce -11.2% 38,431 $7.0M
Fulton Breakefield Broenniman LLC 0.52% Reduce -0.4% 38,337 $7.0M
Integrated Wealth Concepts LLC 0.10% Add +8.9% 38,205 $7.0M
Raab & Moskowitz Asset Management LLC 1.86% Add +0.1% 37,414 $6.8M
Cambridge Advisors Inc. 1.58% Add +0.4% 37,286 $6.8M
Stevard, LLC 5.88% No change 37,274 $6.8M
Financial Advocates Investment Management 0.42% Reduce -0.9% 37,232 $6.8M
Leo Wealth, LLC 0.69% No change 37,061 $6.8M
Koshinski Asset Management, Inc. 0.63% Reduce -1.2% 36,779 $6.8M
Hurlow Wealth Management Group, Inc. 2.29% Reduce -2.1% 36,539 $6.7M
Bartlett & Co. Wealth Management LLC 0.10% Reduce -1.3% 35,838 $6.6M
StoneX Group Inc. 0.53% Add +8.4% 35,799 $6.6M
IHT Wealth Management, LLC 0.24% Add +22.7% 35,713 $6.5M
Hollencrest Capital Management 0.29% No change 35,630 $6.5M
Weaver Consulting Group 2.27% Reduce -0.1% 35,607 $6.5M
One Degree Advisors Inc 3.12% Add +0.1% 35,383 $6.5M
Brightwater Advisory LLC 4.98% Reduce -1.9% 35,320 $6.4M
White Wing Wealth Management 5.16% Add +107.6% 35,312 $6.4M
Good Life Advisors, LLC 0.53% Add +2.2% 35,013 $6.4M
Dagco, Inc. 2.83% Add +1.9% 34,924 $6.4M
Pinnacle Associates Ltd. 0.10% Add +9.7% 34,894 $6.4M
Dynamic Advisor Solutions LLC 0.20% Reduce -0.1% 34,634 $6.3M
Bessemer Group Inc. 0.01% No change 34,535 $6.3M
Vestmark Advisory Solutions, Inc. 0.26% Add +12.1% 34,223 $6.2M
GPS Wealth Strategies Group, LLC 0.93% Reduce -3.4% 34,053 $6.2M
Sloy Dahl & Holst, LLC 1.30% Add +0.4% 34,027 $6.2M
Wealthspire Advisors, LLC 0.08% Reduce -1.2% 33,869 $6.2M
Benchmark Wealth Management, LLC 3.29% No change 33,844 $6.2M
Ogorek Anthony Joseph /NY/ 2.14% Reduce -2.0% 33,745 $6.2M
Westside Investment Management, Inc. 1.41% Add +0.4% 33,676 $6.1M
Davis R M Inc. 0.12% Add +13.5% 33,549 $6.1M
Creekside Partners 3.39% — 33,520 $6.1M
Ranch Capital Advisors Inc. 3.20% Add +4.8% 33,390 $6.1M
Cardiff Park Advisors, LLC 0.59% No change 33,463 $6.1M
Headinvest, LLC 1.20% Reduce -3.0% 33,450 $6.1M
CM Wealth Advisors LLC 2.88% Reduce -69.5% 33,053 $6.1M
McGlone Suttner Wealth Management, Inc. 1.23% Add +1.0% 35,106 $6.0M
Cibc World Market Inc. 0.01% Reduce -12.4% 32,410 $5.9M
Clear Creek Financial Management, LLC 0.72% Add +2.4% 32,460 $5.9M
Certified Advisory Corp 0.74% Add +1.6% 32,332 $5.9M
DHJJ Financial Advisors, Ltd. 2.49% Reduce -0.0% 32,282 $5.9M
AE Wealth Management LLC 0.06% Add +20.7% 32,214 $5.9M
Fiduciary Financial Group, LLC 1.41% — 30,758 $5.9M
Asset Allocation Strategies LLC 1.95% Add +6.7% 31,839 $5.8M
Csenge Advisory Group 0.33% Reduce -2.4% 31,649 $5.8M
Muirfield Wealth Advisors LLC 5.41% Reduce -0.2% 31,553 $5.8M
SkyOak Wealth, LLC 1.34% Add +2.1% 31,490 $5.7M
Sowell Financial Services LLC 0.27% Reduce -5.6% 31,287 $5.7M
Arete Wealth Advisors, LLC 0.47% Reduce -23.5% 31,463 $5.7M
Tennessee Valley Asset Management Partners 1.07% Add +0.4% 31,383 $5.7M
Curran Financial Partners, LLC 1.92% Add +0.6% 31,376 $5.7M
Tiaa Trust, National Association 0.02% Add +1.3% 31,362 $5.7M
Marcum Wealth, LLC 0.57% Reduce -2.2% 31,338 $5.7M
Bay Rivers Group 2.96% Add +4.6% 31,204 $5.7M
Moser Wealth Advisors, LLC 3.08% Add +4.7% 31,027 $5.7M
Forum Private Client Group LLC 2.69% Reduce -6.9% 31,022 $5.7M
Councilmark Asset Management, LLC 3.99% No change 30,820 $5.6M
Guardian Wealth Advisors, LLC / NC 0.66% Add +0.1% 30,719 $5.6M
BIP Wealth, LLC 0.46% Reduce -12.7% 30,679 $5.6M
Investment Partners, LTD. 2.48% Add +1.6% 30,297 $5.5M
Roman Butler Fullerton & Co. 1.79% Add +0.7% 29,826 $5.5M
GW Henssler & Associates Ltd. 0.33% Add +8.7% 30,212 $5.5M
FSC Wealth Advisors, LLC 4.07% Reduce -2.2% 30,172 $5.5M
Walter & Keenan Wealth Management LLC /in/ 1.75% Add +4.9% 30,073 $5.5M
Raffa Wealth Management, LLC 1.56% No change 30,060 $5.5M
City State Bank 2.24% Add +3.3% 29,992 $5.5M
Howard Wealth Management, LLC 4.30% Add +2.5% 29,884 $5.5M
Flagstar Securities, Inc. 1.49% Reduce -0.8% 29,669 $5.4M
Gibson Capital, LLC 1.20% Add +0.2% 29,802 $5.4M
Financial Advisory Partners, LLC 2.03% Reduce -2.7% 29,778 $5.4M
San Luis Wealth Advisors LLC 1.30% New 29,762 $5.4M
Colony Family Offices, LLC 1.74% Add +4.4% 29,596 $5.4M
Cliftonlarsonallen Wealth Advisors, LLC 0.12% Add +2.1% 29,597 $5.4M
Arcataur Capital Management LLC 1.92% Reduce -2.0% 29,431 $5.4M
Prosperity Consulting Group, LLC 0.72% Reduce -4.5% 29,213 $5.3M
Philadelphia Trust Co. 0.41% Reduce -0.9% 29,066 $5.3M
Pinnacle Financial Partners Inc 0.11% Add +133.5% 28,901 $5.3M
Jmac Enterprises LLC 0.92% Add +1.0% 28,841 $5.3M
Trust Co. of Vermont 0.29% Reduce -3.0% 28,829 $5.3M
Hoese & Co LLP 4.58% Add +22.3% 29,020 $5.2M
Farther Finance Advisors, LLC 0.25% Add +29.0% 28,764 $5.2M
Seven Springs Wealth Group, LLC 2.09% Reduce -1.2% 28,643 $5.2M
Amplius Wealth Advisors, LLC 0.58% Add +1.1% 28,590 $5.2M
Waller Financial Planning Group, Inc. 1.39% Add +1.6% 28,436 $5.2M
Bridgewater Advisors Inc. 0.64% Add +0.0% 27,863 $5.2M
Spire Wealth Management 0.18% Reduce -29.9% 28,404 $5.2M
Hofer & Associates. Inc 4.00% Add +2.1% 28,293 $5.2M
Ridgecrest Wealth Partners, LLC 3.08% Add +5.8% 28,056 $5.1M
One Day In July LLC 0.64% Add +1.1% 28,000 $5.1M
Independent Family Office, LLC 2.91% Add +15.4% 27,978 $5.1M
WealthBridge Capital Management, LLC 1.69% Add +2.1% 27,898 $5.1M
Pinnacle Financial Group, LLC / IL 2.18% Reduce -0.1% 27,863 $5.1M
Acorn Wealth Advisors, LLC 2.48% Add +5.4% 27,494 $5.0M
HM Payson & Co. 0.09% Reduce -2.3% 27,256 $5.0M
Riverview Capital Advisers, LLC 1.68% Add +2.6% 27,253 $5.0M
StrongBox Wealth, LLC 2.34% Reduce -26.0% 27,179 $5.0M
Beacon Financial Advisory LLC 1.85% Add +66.9% 27,159 $5.0M
Schechter Investment Advisors, LLC 0.37% Add +1.8% 27,159 $5.0M
Investment Advisory Group, LLC 1.91% No change 27,018 $4.9M
Henshaw Capital LLC 0.22% No change 26,988 $4.9M
Hoylecohen, LLC 0.37% Reduce -2.1% 26,895 $4.9M
Verdence Capital Advisors LLC 0.43% Add +0.0% 26,644 $4.9M
CSM Advisors, LLC 0.34% Reduce -0.4% 26,634 $4.9M
GYL Financial Synergies, LLC 0.38% Reduce -2.0% 26,622 $4.9M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +25.8% 26,411 $4.9M
Staley Capital Advisers Inc. 0.22% Reduce -4.4% 26,547 $4.8M
Tempus Wealth Planning, LLC 2.00% Reduce -1.1% 26,181 $4.8M
Oxler Private Wealth LLC 1.77% Reduce -0.6% 26,136 $4.8M
RFG Advisory, LLC 0.15% Add +90.3% 25,793 $4.7M
CPC Advisors, LLC 0.78% Reduce -0.7% 25,735 $4.7M
Wade Financial Advisory, Inc 1.68% Reduce -0.8% 25,582 $4.7M
Kovack Advisors, Inc. 0.51% Reduce -11.4% 25,400 $4.6M
Morton Capital Management LLC 1.10% No change 25,386 $4.6M
Detalus Advisors, LLC 1.58% Add +3.0% 25,264 $4.6M
TFB Advisors LLC 1.50% Add +0.2% 25,260 $4.6M
D'Orazio & Associates, Inc. 0.71% Reduce -17.8% 25,208 $4.6M
Summit Trail Advisors, LLC 0.12% Add +4.0% 25,046 $4.6M
LGL Partners, LLC 0.67% Add +0.0% 25,148 $4.6M
Scott & Selber, Inc. 1.46% Reduce -8.6% 25,075 $4.6M
Mid-American Wealth Advisory Group, Inc. 2.90% Reduce -3.5% 24,867 $4.5M
MilWealth Group LLC 1.42% Reduce -1.3% 24,629 $4.5M
Keybank National Association 0.02% Add +4.4% 24,344 $4.4M
NorthCoast Asset Management LLC 0.04% New 24,136 $4.4M
Sheets Smith Wealth Management 0.53% Reduce -42.2% 24,167 $4.4M
W Advisors, LLC 2.89% Add +1.1% 24,156 $4.4M
Levin Capital Strategies, L.P. 0.46% No change 24,020 $4.4M
Smart Money Group LLC 1.57% Reduce -1.2% 23,072 $4.4M
FineMark National Bank & Trust 0.16% Add +112.2% 23,961 $4.4M
Miller Investment Management, LP 0.52% No change 23,831 $4.4M
Townsquare Capital LLC 0.06% Add +13.2% 23,798 $4.3M
Cary Street Partners Investment Advisory LLC 0.17% Reduce -7.6% 23,679 $4.3M
First Command Advisory Services, Inc. 0.04% Reduce -6.5% 23,646 $4.3M
Salem Investment Counselors Inc. 0.14% Add +8.9% 23,524 $4.3M
NORTHSTAR ASSET MANAGEMENT Co 1.04% Reduce -3.8% 23,595 $4.3M
Breakwater Investment Management 1.90% Add +4.1% 23,243 $4.2M
Blue Edge Capital, LLC 0.70% Reduce -27.2% 23,156 $4.2M
Titan Global Capital Management USA LLC 0.67% New 23,147 $4.2M
S&co Inc. 0.29% Reduce -5.1% 23,066 $4.2M
Concourse Financial Group Securities, Inc. 0.26% Add +0.6% 22,921 $4.2M
Financial Insights, Inc. 1.16% Reduce -1.5% 22,879 $4.2M
Global Financial Private Client, LLC 1.74% Reduce -0.8% 22,733 $4.2M
Per Stirling Capital Management, LLC. 0.67% Add +1.4% 22,713 $4.1M
Intelligent Financial Strategies 2.55% Reduce -0.1% 22,601 $4.1M
Millennium Management 0.00% Add +251.0% 22,589 $4.1M
Fort Sheridan Advisors LLC 0.66% Add +24.2% 22,537 $4.1M
Kingswood Wealth Advisors, LLC 0.37% Add +47.4% 22,476 $4.1M
Cora Capital Advisors LLC 2.11% Reduce -3.7% 22,419 $4.1M
Centaurus Financial, Inc. 0.27% Add +51.9% 22,404 $4.1M
FLC Capital Advisors 1.00% Reduce -0.4% 22,361 $4.1M
Cibc World Markets Corp. 0.03% Reduce -9.1% 22,210 $4.1M
Private Capital Management, LLC 0.48% Reduce -1.3% 22,057 $4.0M
First National Bank of Mount Dora, Trust Investment Services 0.97% No change 22,041 $4.0M
Abbot Financial Management, Inc. 2.15% Add +1.5% 22,036 $4.0M
Financial Engines Advisors L.L.C. 0.01% Add +2.9% 21,835 $4.0M
Sard Wealth Management Group, LLC 2.80% Add +19.0% 21,839 $4.0M
Caprock Group, LLC 0.16% Add +24.3% 21,706 $4.0M
Prospect Financial Services LLC 3.05% Add +0.5% 21,757 $4.0M
Client 1ST Advisory Group, LLC 1.71% Reduce -2.5% 21,699 $4.0M
Columbia Asset Management 0.73% Add +6.8% 21,572 $3.9M
HUB Investment Partners, LLC 0.19% Add +3.3% 21,552 $3.9M
Empower Advisory Group, LLC 0.01% Add +1.0% 21,483 $3.9M
Trilogy Capital Inc. 0.21% Add +15.7% 21,435 $3.9M
Spreng Capital Management, Inc. 2.02% Add +18.6% 21,394 $3.9M
Spirepoint Private Client, LLC 0.55% Reduce -0.1% 21,354 $3.9M
SkyView Investment Advisors, LLC 0.70% Reduce -10.4% 21,335 $3.9M
New Insight Wealth Advisors 2.28% Reduce -4.3% 21,224 $3.9M
Heritage Trust Co 0.51% Reduce -1.7% 21,037 $3.8M
Fortis Advisors, LLC 2.70% Reduce -0.7% 20,995 $3.8M
Parsons Capital Management Inc. 0.26% Add +21.0% 20,948 $3.8M
Cornerstone Advisors Asset Management, LLC 1.08% No change 20,909 $3.8M
Earned Wealth Advisors, LLC 1.44% Reduce -1.4% 20,800 $3.8M
Money Concepts Capital Corp. 0.32% Reduce -65.9% 20,777 $3.8M
Farmers & Merchants Investments Inc. 0.13% Add +5.9% 20,770 $3.8M
Montecito Bank & Trust 0.77% Reduce -31.3% 20,768 $3.8M
Sunpointe, LLC 2.45% Add +238.9% 20,543 $3.8M
Bank of Hawaii 0.17% Reduce -0.1% 20,568 $3.8M
Fort Washington Investment Advisors Inc. 0.02% Reduce -0.5% 20,565 $3.8M
Seamount Financial Group Inc. 3.03% Add +2.5% 20,317 $3.7M
Arrowroot Family Office, LLC 2.37% Reduce -3.4% 20,293 $3.7M
Marino, Stram & Associates LLC 0.90% Reduce -4.2% 20,242 $3.7M
Susquehanna International Group, LLP 0.01% Add +34.1% 20,215 $3.7M
Resurgent Financial Advisors LLC 2.30% Reduce -38.8% 20,177 $3.7M
Laird Norton Wetherby Wealth Management, LLC 0.17% Add +0.5% 20,096 $3.7M
Archer Investment Corp 1.07% Reduce -0.8% 20,047 $3.7M
Safeguard Investment Advisory Group, LLC 1.14% Reduce -5.0% 20,148 $3.7M
Conservest Capital Advisors, Inc. 0.39% Reduce -0.5% 20,005 $3.7M
Channel Wealth LLC 1.32% Reduce -0.9% 19,963 $3.6M
AQR Capital Management 0.01% Add +508.0% 19,955 $3.6M
Kiley Juergens Wealth Management, LLC 1.01% Add +0.6% 19,904 $3.6M
Calydon Capital 0.65% Add +2.5% 19,890 $3.6M
Financial Guidance Group, Inc. 2.22% Reduce -11.8% 19,766 $3.6M
Novak & Powell Financial Services, Inc. 2.24% Reduce -0.2% 19,764 $3.6M
Evanson Asset Management, LLC 0.26% No change 19,691 $3.6M
Garrett Wealth Advisory Group, LLC 1.32% Reduce -4.7% 19,686 $3.6M
Insight Advisors, LLC/ PA 0.66% Reduce -23.1% 19,676 $3.6M
Vantage Financial Partners Ltd., Inc. 0.89% Reduce -78.2% 19,657 $3.6M
Riverpoint Wealth Management Holdings, LLC 0.99% Reduce -2.3% 19,630 $3.6M
Madden Advisory Services, Inc. 1.82% Reduce -0.3% 19,612 $3.6M
CoreFirst Bank & Trust 2.41% Reduce -1.1% 19,610 $3.6M
Buttonwood Financial Advisors Inc. 1.69% Reduce -0.9% 19,588 $3.6M
Northwest Financial Advisors 3.63% Add +0.5% 19,581 $3.6M
Gratus Wealth Advisors, LLC 0.62% Reduce -15.8% 19,070 $3.6M
KCM Investment Advisors LLC 0.13% Add +1.7% 19,530 $3.6M
Fonville Wealth Management LLC 1.41% Reduce -2.7% 19,529 $3.6M
Federation des caisses Desjardins du Quebec 0.02% Reduce -0.1% 19,498 $3.6M
Mainsail Asset Management, LLC 2.82% Reduce -2.8% 19,471 $3.6M
Dentgroup LLC 2.86% Reduce -4.4% 19,451 $3.6M
St Germain D J Co. Inc. 0.17% Reduce -3.0% 19,421 $3.5M
CORDA Investment Management, LLC. 0.29% Add +0.9% 19,347 $3.5M
Forza Wealth Management, LLC 1.82% Reduce -9.0% 19,346 $3.5M
Tower View Wealth Management LLC 2.03% Add +0.2% 19,340 $3.5M
Kaydan Wealth Management, Inc. 1.25% Reduce -0.8% 19,308 $3.5M
American Institute for Advanced Investment Management, LLP 2.70% Reduce -0.5% 19,299 $3.5M
Bell Investment Advisors, Inc 0.69% Reduce -9.8% 19,204 $3.5M
Choreo, LLC 0.06% Add +35.5% 19,236 $3.5M
Wedmont Private Capital 0.22% Add +6.2% 18,712 $3.5M
Brown Brothers Harriman & Co. 0.03% Add +45.1% 19,135 $3.5M
Cambridge Capital Management, LLC 2.57% Reduce -4.3% 19,069 $3.5M
Moseley Investment Management Inc. 1.61% Add +6.5% 18,981 $3.5M
St. Louis Trust Co 0.52% No change 19,220 $3.4M
Commerce Bank 0.02% Reduce -1.0% 18,754 $3.4M
CPA Asset Management Group, LLC 1.82% Add +0.4% 18,645 $3.4M
Ehrlich Financial Group 2.68% Add +3.2% 18,579 $3.4M
Brighton Jones LLC 0.11% Add +2.5% 18,523 $3.4M
Pension & Wealth Management Advisors, Inc. 1.94% Reduce -2.3% 18,492 $3.4M
Charter Oak Capital Management, LLC 0.35% Reduce -5.7% 18,481 $3.4M
Financial Management Network Inc. 0.81% Reduce -0.8% 18,333 $3.4M
Graypoint LLC 0.23% Reduce -13.1% 18,454 $3.4M
Dupree Financial Group, LLC 1.63% Add +32.2% 18,448 $3.4M
Patriot Financial Group Insurance Agency, LLC 0.49% Reduce -4.3% 19,043 $3.4M
JMG Financial Group, Ltd. 0.13% Reduce -0.9% 18,375 $3.4M
Baron Wealth Management LLC 1.73% Reduce -2.7% 18,316 $3.3M
Cutler Investment Counsel LLC 0.45% Reduce -1.8% 18,128 $3.3M
Benedict Financial Advisors Inc. 0.84% Reduce -0.8% 18,170 $3.3M
Schmidt P J Investment Management Inc. 0.60% Reduce -10.5% 18,130 $3.3M
Mill Creek Capital Advisors, LLC 0.08% No change 18,121 $3.3M
Johnson Bixby & Associates, LLC 0.55% Reduce -2.5% 18,121 $3.3M
TBH Global Asset Management, LLC 0.73% Add +9.8% 18,084 $3.3M
Pallas Capital Advisors LLC 0.15% Add +5.1% 17,459 $3.3M
Ausdal Financial Partners, Inc. 0.35% Add +3.8% 18,028 $3.3M
Prudential Financial Inc. 0.00% Reduce -47.0% 17,983 $3.3M
Nations Financial Group Inc, /Ia/ 0.27% Add +6.0% 17,975 $3.3M
Embree Financial Group 0.63% No change 17,960 $3.3M
Stablepoint Partners, LLC 0.63% Add +7.0% 17,134 $3.2M
Kellett Wealth Advisors, LLC 2.59% Add +1199.1% 17,590 $3.2M
St. Clair Advisors, LLC 1.02% No change 17,528 $3.2M
Vantage Financial Partners, LLC 0.83% Reduce -19.9% 17,443 $3.2M
Wilmington Savings Fund Society, FSB 0.12% Add +6.9% 17,370 $3.2M
Pathway Financial Advisers, LLC 1.14% Add +4.5% 17,494 $3.2M
Von Berge Wealth Management Group, LLC 2.01% Reduce -4.1% 17,372 $3.2M
GSG Advisors LLC 1.11% Reduce -0.4% 17,256 $3.1M
Patton Albertson Miller Group, LLC 0.44% Reduce -4.5% 17,105 $3.1M
Financial Counselors Inc. 0.05% Add +32.8% 17,093 $3.1M
Blue Chip Partners, LLC 0.29% Reduce -2.1% 16,950 $3.1M
Gouws Capital LLC 2.21% Reduce -0.1% 16,924 $3.1M
Strategic Investment Solutions, Inc. 1.00% — 16,391 $3.1M
Trek Financial, LLC 0.24% Add +0.1% 16,882 $3.1M
Capital Planning LLC 0.92% Add +48.6% 16,791 $3.1M
Simon Quick Advisors, LLC 0.22% Reduce -0.5% 16,777 $3.1M
Atticus Wealth Management, LLC 0.99% Reduce -2.5% 16,668 $3.0M
Van Hulzen Asset Management, LLC 0.20% Add +0.4% 16,662 $3.0M
FMA Wealth Management, LLC 2.44% Reduce -0.4% 16,559 $3.0M
Power Wealth Management LLC 1.44% Reduce -14.0% 16,505 $3.0M
Simplicity Wealth,LLC 0.07% Reduce -73.1% 16,461 $3.0M
Farrell Financial LLC 2.34% Reduce -0.7% 16,446 $3.0M
Winthrop Advisory Group LLC 0.41% Add +1.8% 16,440 $3.0M
WCG Wealth Advisors LLC 0.22% Add +1.6% 16,438 $3.0M
Kelleher Financial Advisors 1.22% Add +18.0% 16,343 $3.0M
SeaCrest Wealth Management, LLC 0.34% Add +4.7% 16,327 $3.0M
Moulton Wealth Management, Inc. 2.69% Add +1.7% 16,087 $3.0M
Orion Porfolio Solutions, LLC 0.03% Add +0.9% 16,225 $3.0M
Orion Portfolio Solutions, LLC 0.03% Add +0.9% 16,225 $3.0M
CGN Advisors LLC 0.34% Reduce -3.2% 16,152 $2.9M
Sugar Maple Asset Management, LLC 2.84% Reduce -5.0% 16,095 $2.9M
Pinnacle Bancorp, Inc. 0.87% Add +1.0% 16,087 $2.9M
Chicago Partners Investment Group LLC 0.11% Reduce -2.4% 15,581 $2.9M
Secure Asset Management, LLC 0.55% Reduce -17.2% 15,986 $2.9M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% Reduce -0.1% 15,310 $2.9M
Moloney Securities Asset Management, LLC 0.42% Add +0.4% 15,788 $2.9M
L. Roy Papp & Associates, LLP 0.35% Reduce -0.9% 15,781 $2.9M
Wealthspire Retirement, LLC 0.24% Reduce -0.6% 15,768 $2.9M
Leeward Financial Partners, LLC 1.15% Reduce -0.0% 15,548 $2.8M
Tranquility Partners, LLC 1.09% Reduce -1.3% 15,528 $2.8M
Tobias Financial Advisors, Inc. 0.61% Reduce -0.5% 15,515 $2.8M
Beacon Bridge Wealth Partners, LLC 1.30% Reduce -3.8% 15,469 $2.8M
Transamerica Financial Advisors, LLC 0.30% No change 15,356 $2.8M
Founders Financial Securities LLC 0.26% Add +61.7% 15,275 $2.8M
Relative Value Partners Group, LLC 0.36% Add +769.5% 15,120 $2.8M
Lake Street Private Wealth, LLC 0.36% Reduce -0.1% 15,120 $2.8M
Summit Financial, LLC 0.13% Add +136.7% 15,046 $2.8M
United Services Automobile Association 0.07% Reduce -7.9% 15,089 $2.8M
Mayflower Financial Advisors, LLC 0.45% Reduce -9.8% 14,861 $2.7M
Armstrong Advisory Group, Inc. 0.24% Reduce -5.3% 14,670 $2.7M
Stonegate Investment Group, LLC 0.08% Add +1.5% 14,620 $2.7M
Carmichael Hill & Associates, Inc. 1.08% Reduce -5.2% 14,558 $2.7M
Sunburst Financial Group, LLC 0.72% Reduce -2.2% 14,470 $2.6M
SC&H Financial Advisors, Inc. 0.65% Reduce -4.7% 14,418 $2.6M
Keystone Wealth Services, LLC 0.82% Add +9.4% 14,403 $2.6M
Harbor Investment Advisory, LLC 0.27% Add +6.2% 14,389 $2.6M
Linscomb Wealth, Inc. 0.14% Add +0.6% 14,379 $2.6M
Williams Jones Wealth Management, LLC. 0.03% Reduce -9.6% 14,371 $2.6M
Arax Advisory Partners 0.26% Reduce -0.2% 14,354 $2.6M
Petix & Botte Co 0.74% Add +100.0% 14,316 $2.6M
Opus Capital Group, LLC 0.37% Reduce -0.9% 14,276 $2.6M
Thoroughbred Financial Services, LLC 0.17% Add +27.4% 14,249 $2.6M
Shira Ridge Wealth Management 1.45% Add +7.0% 14,238 $2.6M
Fidelity D & D Bancorp Inc. 1.96% Add +0.9% 14,148 $2.6M
Citizens National Bank Trust Department 0.57% Reduce -0.7% 14,103 $2.6M
Pinnacle Wealth Management Advisory Group, LLC 0.27% Add +27.9% 14,072 $2.6M
Royal Fund Management, LLC 0.35% Reduce -83.6% 13,983 $2.6M
Hohimer Wealth Management, LLC 0.59% Reduce -7.7% 13,995 $2.6M
Advisory Research Inc. 0.48% Reduce -3.8% 13,985 $2.6M
Sax Wealth Advisors, LLC 0.24% Reduce -9.8% 13,981 $2.6M
Zhang Financial LLC 0.18% Reduce -0.3% 13,979 $2.6M
First PREMIER Bank 0.67% Add +0.1% 13,788 $2.5M
Great Lakes Advisors, LLC 0.02% Reduce -5.9% 13,662 $2.5M
Tarbox Family Office, Inc. 0.44% Reduce -21.6% 13,652 $2.5M
Affiance Financial, LLC 0.65% Reduce -2.2% 13,598 $2.5M
Sequoia Financial Advisors, LLC 0.03% Add +1.9% 13,595 $2.5M
Sonata Capital Group Inc. 1.27% Reduce -3.0% 13,507 $2.5M
SRH Advisors, LLC 0.82% No change 13,491 $2.5M
Accel Wealth Management 0.99% Add +4.3% 13,490 $2.5M
Sandy Spring Bank 0.11% Reduce -13.7% 13,486 $2.5M
Atlas Capital Advisors Inc. 0.32% Add +7.8% 13,462 $2.5M
Tocqueville Asset Management L.P. 0.04% Reduce -1.8% 13,379 $2.4M
Caldwell Sutter Capital, Inc. 1.20% Add +1.9% 13,306 $2.4M
Pps&v Asset Management Consultants, Inc. 1.72% Reduce -0.8% 13,156 $2.4M
Aviance Capital Partners, LLC 0.34% Add +4.1% 12,984 $2.4M
Wetzel Investment Advisors, Inc. 1.36% Add +0.4% 12,924 $2.4M
Wilson & Boucher Capital Management, LLC 1.81% Reduce -1.3% 12,925 $2.4M
Uptick Partners, LLC 1.81% Reduce -0.3% 12,909 $2.4M
LexAurum Advisors, LLC 0.58% Reduce -1.3% 12,907 $2.4M
Wellspring Financial Advisors, LLC 0.26% Reduce -13.1% 12,895 $2.4M
Stock Yards Bank & Trust Co. 0.08% Add +9.8% 12,871 $2.3M
Geneos Wealth Management Inc. 0.10% Add +4.7% 12,828 $2.3M
Caldwell Trust Co 0.26% Reduce -3.8% 12,813 $2.3M
Crescent Grove Advisors, LLC 0.26% No change 12,710 $2.3M
Hall Capital Management Co. Inc. 1.11% Add +2.7% 12,761 $2.3M
9258 Wealth Management, LLC 0.36% Add +0.1% 12,723 $2.3M
Belpointe Asset Management LLC 0.16% Reduce -8.6% 12,704 $2.3M
U.S. Capital Wealth Advisors, LLC 0.09% Add +1.3% 12,607 $2.3M
First National Trust Co 0.09% Add +0.0% 12,587 $2.3M
Lion Street Advisors, LLC 0.85% Reduce -2.8% 12,515 $2.3M
Joseph P. Lucia & Associates, LLC 1.17% Reduce -0.4% 12,477 $2.3M
MKT Advisors LLC 1.13% Add +0.3% 12,352 $2.3M
Roundview Capital LLC 0.18% Add +3.2% 12,342 $2.3M
Pekin Hardy Strauss, Inc. 0.31% Reduce -0.3% 12,314 $2.2M
Perennial Investment Advisors, LLC 0.32% Reduce -3.5% 12,311 $2.2M
Walkner Condon Financial Advisors LLC 0.48% Reduce -2.9% 12,304 $2.2M
Proficio Capital Partners LLC 0.23% No change 12,251 $2.2M
Cornell Pochily Investment Advisors, Inc. 0.85% Add +4.3% 12,211 $2.2M
International Assets Investment Management, LLC 0.21% Reduce -2.2% 12,203 $2.2M
Axxcess Wealth Management, LLC 0.06% Add +25.1% 12,151 $2.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.07% Reduce -4.6% 12,112 $2.2M
Durante & Waters, LLC 1.97% Reduce -1.6% 12,102 $2.2M
Hazlett, Burt & Watson, Inc. 1.13% Reduce -2.5% 12,073 $2.2M
Sagace Wealth Management LLC 2.15% — 11,647 $2.2M
Reynders McVeigh Capital Management, LLC 0.12% Reduce -1.9% 11,995 $2.2M
Ritholtz Wealth Management 0.07% Reduce -2.1% 11,993 $2.2M
Becker Capital Management Inc. 0.07% Reduce -5.0% 11,915 $2.2M
Roberts Glore & Co. Inc. 0.66% Reduce -2.7% 11,971 $2.2M
Argent Trust Co 0.10% Reduce -5.9% 11,931 $2.2M
Oliver Luxxe Assets LLC 0.46% Reduce -6.5% 11,895 $2.2M
Exencial Wealth Advisors, LLC 0.08% Reduce -13.7% 11,887 $2.2M
FC Advisory LLC 0.79% Reduce -8.5% 11,867 $2.2M
Beese Fulmer Investment Management, Inc. 0.20% Add +0.2% 11,780 $2.2M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.84% Add +2.5% 11,372 $2.1M
Childress Capital Advisors, LLC 0.60% No change 11,686 $2.1M
Nicolet Advisory Services, LLC 0.20% Reduce -4.0% 11,485 $2.1M
Sapient Capital LLC 0.04% Add +0.4% 11,596 $2.1M
Tandem Capital Management Corp. 1.16% Add +1.4% 11,498 $2.1M
Southeast Asset Advisors, LLC 0.25% Add +2.0% 11,537 $2.1M
Weinberger Asset Management, Inc 0.99% Add +2.2% 11,471 $2.1M
Fiduciary Trust Co 0.03% Reduce -5.6% 11,459 $2.1M
Members Wealth LLC 1.40% — 10,127 $2.1M
Duncan Williams Asset Management, LLC 1.76% No change 11,408 $2.1M
Cambridge Financial Group, LLC 0.95% Add +5.0% 11,385 $2.1M
Round Rock Advisors LLC 0.51% Reduce -6.4% 11,371 $2.1M
First Commonwealth Financial Corp 0.53% Add +41.3% 11,364 $2.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% Reduce -3.3% 11,349 $2.1M
Krilogy Financial LLC 0.15% Reduce -1.0% 11,331 $2.1M
Bokf, NA 0.04% Reduce -5.3% 11,329 $2.1M
SteelPeak Wealth, LLC 0.10% Reduce -28.1% 11,254 $2.1M
North Star Asset Management Inc. 0.10% Reduce -7.0% 11,308 $2.1M
Advisors Capital Management, LLC 0.04% Reduce -2.0% 11,305 $2.1M
Jacobi Capital Management LLC 0.18% Reduce -3.9% 11,279 $2.1M
Fidelis Capital Partners, LLC 0.29% Reduce -7.8% 11,274 $2.1M
Breed's Hill Capital LLC 1.80% No change 11,112 $2.0M
Regions Financial Corp. 0.02% Reduce -24.8% 11,070 $2.0M
Bleakley Financial Group, LLC 0.06% Reduce -80.5% 11,058 $2.0M
LaSalle St. Investment Advisors, LLC 1.01% Reduce -17.5% 11,029 $2.0M
Ashton Thomas Private Wealth, LLC 0.11% Add +10.4% 11,020 $2.0M
Aries Wealth Management 0.63% Add +0.3% 10,893 $2.0M
Latitude Advisors, LLC 1.21% Reduce -1.6% 10,893 $2.0M
PFG Investments, LLC 0.14% Reduce -42.8% 10,867 $2.0M
Smith Salley Wealth Management 0.14% Reduce -16.7% 10,853 $2.0M
Howard Capital Management, LLC 0.19% Add +9.4% 10,803 $2.0M
Eldridge Investment Advisors, Inc. 0.50% Reduce -7.5% 10,795 $2.0M
Wedbush Securities Inc. 0.07% Reduce -11.0% 10,793 $2.0M
Matthew Goff Investment Advisor, LLC 0.40% Reduce -0.5% 10,752 $2.0M
Robinson Smith Wealth Advisors LLC 1.72% Add +8.0% 10,714 $2.0M
TrueWealth Advisors, LLC 0.72% Reduce -5.9% 10,673 $1.9M
Planning Center, Inc. 0.25% Reduce -2.5% 10,657 $1.9M
Meridian Financial Advisors, LLC 1.41% No change 10,654 $1.9M
Collective Family Office LLC 0.56% Reduce -0.1% 10,521 $1.9M
Galvin, Gaustad & Stein, LLC 0.18% Reduce -2.1% 10,512 $1.9M
WNY Asset Management, LLC 0.25% Reduce -12.6% 10,512 $1.9M
Compound Planning, Inc. 0.14% Add +5.9% 10,487 $1.9M
Bath Savings Trust Co 0.20% Add +6.6% 10,422 $1.9M
Advisor Resource Council 2.50% Reduce -5.7% 10,411 $1.9M
Mascoma Wealth Management LLC 0.50% Reduce -4.4% 10,396 $1.9M
Valley Forge Investment Consultants Inc. Adv 0.72% Add +16.2% 10,377 $1.9M
Saxon Interests, Inc. 0.90% Reduce -0.1% 10,366 $1.9M
IMS Capital Management 0.88% Reduce -6.7% 9,860 $1.9M
HBC Financial Services, PLLC 1.20% No change 10,000 $1.9M
Defined Wealth Management, LLC 1.31% Reduce -0.6% 10,303 $1.9M
Strategic Wealth Partners, Ltd. 0.20% Reduce -2.1% 10,286 $1.9M
Joseph Group Capital Management 0.97% Add +2.0% 10,280 $1.9M
Comprehensive Financial Consultants Institutional, Inc. 0.74% Reduce -0.1% 10,274 $1.9M
Evercore Wealth Management, LLC 0.03% Reduce -3.6% 10,243 $1.9M
Sweeney & Michel, LLC 0.80% Add +1.6% 10,172 $1.9M
Miramar Capital, LLC 0.47% Reduce -0.2% 10,229 $1.9M
Acima Private Wealth, LLC 0.69% Reduce -0.7% 10,225 $1.9M
CJM Wealth Advisers, Ltd. 0.68% Reduce -1.4% 10,222 $1.9M
Spinnaker Investment Group, LLC 0.51% Reduce -1.1% 10,182 $1.9M
Lake Street Advisors Group, LLC 0.09% Add +4.6% 10,091 $1.9M
West Bancorporation Inc. 1.36% Reduce -6.4% 10,099 $1.8M
Castlekeep Investment Advisors LLC 1.42% Reduce -19.2% 10,084 $1.8M
Relyea Zuckerberg Hanson LLC 0.31% Add +24.8% 10,061 $1.8M
Mad River Investors 1.23% No change 10,052 $1.8M
Foundations Investment Advisors, LLC 0.04% Add +11.5% 10,011 $1.8M
TFG Advisers LLC 0.71% Reduce -1.4% 9,957 $1.8M
Capital City Trust Co. 0.49% Add +31.3% 9,910 $1.8M
Cornerstone Management, Inc. 0.40% Reduce -2.0% 9,903 $1.8M
Fiduciary Family Office, LLC 0.71% No change 9,850 $1.8M
ICONIQ Capital, LLC 0.04% New 9,822 $1.8M
Pitti Group Wealth Management, LLC 1.94% Add +1.2% 10,488 $1.8M
Verity & Verity, LLC 0.19% Add +6.0% 9,752 $1.8M
LRI Investments, LLC 0.20% No change 9,722 $1.8M
Fairhaven Wealth Management, LLC 0.58% Add +1.4% 9,624 $1.8M
Beacon Capital Management, LLC 0.32% Reduce -5.1% 9,586 $1.7M
Private Trust Co. NA 0.19% Reduce -1.3% 9,527 $1.7M
Cassaday & Co Wealth Management LLC 0.05% Reduce -0.6% 9,492 $1.7M
Duncker Streett & Co. Inc. 0.33% Reduce -3.5% 9,456 $1.7M
Novare Capital Management LLC 0.15% No change 9,377 $1.7M
Ironwood Investment Counsel, LLC 0.30% Reduce -10.2% 9,328 $1.7M
Personal Cfo Solutions, LLC 0.26% Add +0.0% 9,259 $1.7M
RPG Investment Advisory, LLC 0.25% Reduce -0.5% 9,239 $1.7M
Cape Cod Five Cents Savings Bank 0.16% Reduce -2.0% 9,212 $1.7M
Emerald Advisors, LLC 0.25% Add +4.7% 9,144 $1.7M
Sage Investment Advisers LLC 1.88% Add +14.3% 9,096 $1.7M
waypoint wealth counsel 1.26% Add +0.7% 8,999 $1.6M
AIMZ Investment Advisors, LLC 0.59% Add +2.0% 8,974 $1.6M
Moneco Advisors, LLC 0.24% Add +2.6% 8,950 $1.6M
Consolidated Portfolio Review Corp 0.38% Add +1.1% 8,921 $1.6M
Cypress Wealth Services, LLC 0.36% No change 8,901 $1.6M
Nova R Wealth, Inc. 0.83% Add +0.5% 8,864 $1.6M
Glen Eagle Advisors, LLC 0.30% Reduce -8.2% 8,843 $1.6M
Capital Advisors Inc. 0.03% Add +4.6% 8,816 $1.6M
Avior Wealth Management, LLC 0.07% Reduce -6.6% 8,812 $1.6M
Tradewinds, LLC. 0.49% New 8,810 $1.6M
PGIM Custom Harvest LLC 0.04% Add +23.1% 8,808 $1.6M
Capital Investment Advisory Services, LLC 0.17% Add +3.0% 8,790 $1.6M
DF Dent & Co. Inc. 0.02% Reduce -8.4% 8,769 $1.6M
BOS Asset Management, LLC 0.74% Reduce -1.1% 8,724 $1.6M
Monterey Private Wealth, Inc. 0.59% Reduce -1.9% 8,708 $1.6M
Gladstone Institutional Advisory LLC 0.08% Reduce -2.8% 8,694 $1.6M
Keudell/Morrison Wealth Management 0.46% Reduce -2.6% 8,675 $1.6M
Benjamin F. Edwards & Company, Inc. 0.03% Add +23.7% 8,667 $1.6M
Madison Park Capital Advisors, LLC 1.32% Add +2.0% 8,652 $1.6M
Talisman Wealth Advisors LLC 1.82% No change 8,617 $1.6M
Roger Wittlin Investment Advisory, LLC 1.01% Reduce -31.8% 8,606 $1.6M
Quantinno Capital Management LP 0.03% Add +0.6% 8,564 $1.6M
TPG Advisors LLC 1.33% — 8,539 $1.6M
Avity Investment Management Inc. 0.13% Reduce -0.1% 8,512 $1.6M
Sepio Capital, LP 0.14% No change 8,508 $1.6M
Flow Traders U.S. LLC 0.08% New 8,509 $1.6M
Arq Wealth Advisors, LLC 0.67% Add +1.3% 8,457 $1.5M
WFA of San Diego, LLC 1.38% — 8,424 $1.5M
Ethos Financial Group, LLC 0.27% Reduce -4.6% 8,380 $1.5M
Atlantic Edge Private Wealth Management, LLC 0.51% No change 8,384 $1.5M
CFS Investment Advisory Services, LLC 0.12% New 8,362 $1.5M
Paragon Financial Partners, Inc. 1.18% Add +0.0% 8,301 $1.5M
Chicago Capital, LLC 0.04% Add +0.9% 8,273 $1.5M
Bluesphere Advisors LLC 0.77% Reduce -0.8% 8,269 $1.5M
Biltmore Family Office, LLC 0.28% No change 8,209 $1.5M
Bienville Capital Management, LLC 0.36% No change 8,195 $1.5M
Barrett & Company, Inc. 0.68% Add +30.0% 8,231 $1.5M
WBH Advisory Inc. 0.15% Add +9.8% 8,171 $1.5M
IRON Financial LLC 0.83% No change 8,157 $1.5M
Bridgewealth Advisory Group, LLC 0.66% Reduce -5.1% 8,146 $1.5M
Sand Hill Global Advisors, LLC 0.07% Reduce -2.5% 8,142 $1.5M
Arkos Global Advisors 0.24% No change 8,111 $1.5M
Invst, LLC 0.16% Reduce -16.1% 8,126 $1.5M
Plan Group Financial, LLC 0.90% Add +155.1% 8,104 $1.5M
BluePointe Capital Management, LLC 0.99% No change 8,024 $1.5M
Nottingham Advisors, Inc. 0.17% Reduce -0.7% 8,041 $1.5M
Motco 0.09% Reduce -0.8% 8,035 $1.5M
Sachetta, LLC 0.64% Reduce -2.2% 7,789 $1.5M
Gateway Wealth Partners, LLC 0.44% Add +2.7% 8,019 $1.5M
Inspirion Wealth Advisors, LLC 0.22% No change 7,995 $1.5M
Albion Financial Group 0.11% Reduce -6.1% 7,987 $1.5M
Coppell Advisory Solutions LLC 0.24% — 7,982 $1.5M
BNC Wealth Management, LLC 0.54% Reduce -0.8% 7,980 $1.5M
Pittenger & Anderson Inc. 0.06% Add +31.1% 7,973 $1.5M
L.M. Kohn & Company 0.39% Reduce -4.8% 7,826 $1.5M
Creative Financial Designs Inc. 0.13% No change 7,941 $1.4M
MSH Capital Advisors LLC 0.48% Add +15.3% 7,920 $1.4M
Callan Capital, LLC 0.12% Add +93.9% 7,879 $1.4M
Red Mountain Financial, LLC 1.73% — 7,860 $1.4M
Birchcreek Wealth Management, LLC 0.81% Reduce -10.2% 7,855 $1.4M
Founders Financial Alliance, LLC 0.42% Add +1.9% 7,840 $1.4M
Fifth Third Wealth Advisors LLC 0.11% Add +44.6% 7,808 $1.4M
Madison Wealth Partners, Inc 0.49% Add +9.0% 7,767 $1.4M
GM Advisory Group, LLC 0.09% Add +2.0% 7,766 $1.4M
C M Bidwell & Associates Ltd. 0.95% No change 7,762 $1.4M
Viawealth, LLC 0.88% Add +0.1% 7,762 $1.4M
NovaPoint Capital, LLC 0.48% No change 7,760 $1.4M
Drucker Wealth 3.0, LLC 0.38% — 7,757 $1.4M
Diversify Wealth Management, LLC 0.18% — 7,760 $1.4M
Horst & Graben Wealth Management LLC 0.27% Add +2.1% 7,652 $1.4M
Vident Advisory, LLC 0.04% Add +21.4% 7,605 $1.4M
Angeles Wealth Management, LLC 0.13% Add +0.2% 7,585 $1.4M
Logan Capital Management Inc. 0.06% Reduce -0.5% 7,573 $1.4M
Townsend Asset Management Corp. /NC/ 0.54% Reduce -12.2% 7,573 $1.4M
Lansing Street Advisors 0.58% Reduce -0.9% 7,564 $1.4M
Keeler & Nadler Financial Planning & Wealth Management 0.76% Reduce -27.9% 7,547 $1.4M
Crewe Advisors LLC 0.15% Add +9.3% 7,523 $1.4M
SageView Advisory Group, LLC 0.09% Add +0.9% 7,504 $1.4M
Traphagen Investment Advisors LLC 0.15% Reduce -2.0% 7,479 $1.4M
Gerber Kawasaki Wealth & Investment Management 0.07% Reduce -4.4% 7,452 $1.4M
Debussy Capital Management LP 0.39% Reduce -0.6% 7,435 $1.4M
J. W. Coons Advisors, LLC 0.25% Reduce -14.1% 7,421 $1.4M
Everett Harris & Co. 0.02% Reduce -3.0% 7,407 $1.4M
Austin Private Wealth, LLC 0.14% Reduce -1.6% 7,379 $1.3M
Darrow Company, Inc. 0.87% Add +0.0% 7,354 $1.3M
GTS Securities LLC 0.03% Add +233.6% 7,338 $1.3M
First American Bank 0.10% No change 7,334 $1.3M
Larson Financial Group LLC 0.09% Add +242.7% 7,319 $1.3M
Arbor Wealth Advisors LLC 1.30% No change 7,240 $1.3M
Navis Wealth Advisors, LLC 1.52% No change 7,237 $1.3M
Godshalk Welsh Capital Management, Inc. 0.88% Reduce -5.9% 7,223 $1.3M
Essex Bank 0.35% Reduce -2.0% 7,197 $1.3M
Nadler Financial Group, Inc. 0.15% Add +2.4% 7,166 $1.3M
Manhattan West Asset Management, LLC 0.35% No change 7,163 $1.3M
FinTrust Capital Advisors, LLC 0.24% Add +4.1% 7,154 $1.3M
Old North State Wealth Management, LLC 0.86% Add +6.2% 7,145 $1.3M
Barclays PLC 0.00% Add +1.4% 7,150 $1.3M
Strategic Financial Services, Inc. 0.08% Reduce -0.8% 7,147 $1.3M
Arkadios Wealth Advisors 0.09% Add +87.1% 7,131 $1.3M
Community Bank, N.A. 0.17% Reduce -2.7% 7,108 $1.3M
National Wealth Management Group, LLC 0.99% Reduce -20.3% 7,090 $1.3M
Prudential PLC 0.01% Reduce -5.8% 7,080 $1.3M
Rappaport Reiches Capital Management, LLC 0.38% No change 7,076 $1.3M
EPIQ Capital Group, LLC 0.45% No change 6,956 $1.3M
Simmons Bank 0.10% Reduce -4.3% 6,979 $1.3M
Summit Wealth Partners, LLC 0.26% Reduce -0.1% 6,954 $1.3M
Philip James Wealth Mangement, LLC 0.84% No change 6,952 $1.3M
Luminvest Wealth Management LLC 0.60% New 6,952 $1.3M
Kelman-Lazarov, Inc. 0.24% Reduce -0.5% 6,941 $1.3M
Versant Capital Management, Inc 0.32% No change 6,940 $1.3M
Piedmont Capital Management, LLC 0.86% No change 7,008 $1.3M
Harmony Asset Management LLC 0.53% Add +13.4% 6,919 $1.3M
BlackRock Inc. 0.00% Add +75.2% 6,900 $1.3M
Capstone Wealth Management Group, LLC 0.82% No change 6,883 $1.3M
Weik Capital Management 0.54% Add +6.2% 6,875 $1.3M
Abacus Wealth Partners, LLC 0.21% Add +1.5% 6,841 $1.2M
Silverlake Wealth Management LLC 0.51% Add +4.7% 6,823 $1.2M
Gratus Capital, LLC 0.05% Reduce -2.2% 6,817 $1.2M
Patten Group, Inc. 0.29% Add +1.5% 6,813 $1.2M
WESCAP Management Group, Inc. 0.35% No change 6,804 $1.2M
Monograph Wealth Advisors, LLC 0.18% No change 6,758 $1.2M
Carlson Capital Management 0.06% Add +0.8% 6,788 $1.2M
Aua Capital Management, LLC 0.74% Reduce -16.3% 6,772 $1.2M
Innova Wealth Partners 0.88% Add +121.1% 6,762 $1.2M
Gallacher Capital Management LLC 0.65% No change 6,754 $1.2M
Keel Point, LLC 0.11% Add +68.1% 6,571 $1.2M
Callan Family Office, LLC 0.24% No change 6,716 $1.2M
Peninsula Wealth, LLC 0.23% Add +0.3% 6,551 $1.2M
Frank, Rimerman Advisors LLC 0.09% No change 6,694 $1.2M
Cynosure Group, LLC 0.19% Reduce -6.3% 6,643 $1.2M
RVW Wealth, LLC 0.12% Add +3.0% 6,577 $1.2M
Catalyst Financial Partners LLC 0.26% New 6,576 $1.2M
Busey Bank 0.04% Reduce -46.2% 6,575 $1.2M
Front Row Advisors LLC 0.42% Add +11.0% 6,532 $1.2M
Clear Harbor Asset Management, LLC 0.10% Add +3.6% 6,528 $1.2M
Wexford Capital LP 0.30% No change 6,524 $1.2M
Daymark Wealth Partners, LLC 0.05% Add +19.8% 6,484 $1.2M
Great Diamond Partners, LLC 0.28% Reduce -16.2% 6,477 $1.2M
Klingman & Associates, LLC 0.08% Add +0.6% 6,467 $1.2M
Collaborative Wealth Managment Inc. 0.57% Reduce -10.0% 6,443 $1.2M
Fisher Asset Management 0.00% Add +70.6% 6,434 $1.2M
Mayfair Advisory Group, LLC 0.79% Add +0.0% 6,265 $1.2M
Sunbelt Securities, Inc. 0.12% Add +1.3% 6,348 $1.2M
Balanced Wealth Group LLC 0.53% Reduce -8.9% 6,351 $1.2M
Syverson Strege & Co 0.39% No change 6,336 $1.2M
Highview Capital Management LLC 0.48% No change 6,332 $1.2M
Thrive Capital Management, LLC 0.53% Add +1.1% 6,326 $1.2M
Rockland Trust Co. 0.06% Reduce -4.7% 6,295 $1.1M
Cantor Fitzgerald Investment Advisors L.P. 0.09% No change 6,290 $1.1M
Ledgewood Wealth Advisors, LLC 0.99% Reduce -3.8% 6,288 $1.1M
National Philanthropic Trust 0.02% Reduce -11.1% 6,261 $1.1M
Bfsg, LLC 0.14% Reduce -9.2% 6,247 $1.1M
Bristlecone Advisors, LLC 0.10% Reduce -1.4% 6,234 $1.1M
Dempze Nancy E 0.78% No change 6,231 $1.1M
Greenspring Advisors, LLC 0.27% No change 6,203 $1.1M
Richard C. Young & CO., LTD. 0.14% Add +2.7% 6,183 $1.1M
ERn Financial, LLC 0.19% Reduce -0.3% 6,179 $1.1M
RDA Financial Network 0.37% Add +1.7% 6,157 $1.1M
Fortis Capital Advisors, LLC 0.41% No change 6,150 $1.1M
Atria Investments, Inc 0.01% Reduce -78.3% 6,147 $1.1M
Sovereign Financial Group, Inc. 0.28% Reduce -2.0% 6,142 $1.1M
Cooper/Haims Advisors, LLC 0.63% Reduce -7.5% 6,131 $1.1M
Horizon Wealth Management, LLC 0.27% Add +2.8% 6,116 $1.1M
Tsfg, LLC 0.26% Reduce -7.2% 6,115 $1.1M
First Citizens Bank & Trust Co. 0.02% Reduce -19.5% 6,111 $1.1M
Carret Asset Management, LLC 0.13% Add +3.0% 6,044 $1.1M
Tenret Co LLC 0.76% No change 6,040 $1.1M
Cadence Bank 0.08% Reduce -4.8% 6,033 $1.1M
Millennium Capital Advisors, LLC 0.73% No change 6,030 $1.1M
Greytown Advisors Inc. 0.64% Reduce -7.5% 5,985 $1.1M
Union Savings Bank 0.57% Reduce -13.6% 5,938 $1.1M
Ashton Thomas Securities, LLC 0.26% — 5,880 $1.1M
Clear Point Advisors Inc. 0.88% Reduce -0.8% 5,893 $1.1M
Nilsine Partners, LLC 0.14% No change 5,886 $1.1M
Cranbrook Wealth Management, LLC 0.26% No change 5,875 $1.1M
Triangle Securities Wealth Management 0.30% Reduce -0.8% 5,867 $1.1M
Catalina Capital Group, LLC 0.41% Reduce -18.0% 5,849 $1.1M
Well Done, LLC 0.22% Add +23.6% 5,823 $1.1M
MPS Loria Financial Planners, LLC 0.34% Reduce -13.8% 5,822 $1.1M
Northwest Bancshares, Inc. 0.18% No change 5,822 $1.1M
Cable Hill Partners, LLC 0.12% New 5,776 $1.1M
Valeo Financial Advisors, LLC 0.03% Add +0.5% 5,798 $1.1M
Pettinga Financial Advisors LLC 0.26% Add +8.1% 5,756 $1.1M
AlphaStar Capital Management, LLC 0.10% New 5,751 $1.0M
XML Financial, LLC 0.11% Add +19.8% 5,746 $1.0M
Gradient Capital Advisors, LLC 0.37% Reduce -2.9% 5,733 $1.0M
Camden National Bank 0.16% Reduce -3.5% 5,733 $1.0M
Capital Asset Advisory Services LLC 0.06% Add +24.2% 5,695 $1.0M
Maple Capital Management, Inc. 0.08% Add +20.8% 5,722 $1.0M
Herold Advisors, Inc. 0.24% No change 5,708 $1.0M
Safeguard Financial, LLC 0.29% Add +2.7% 5,656 $1.0M
Evernest Financial Advisors, LLC 0.46% No change 5,625 $1.0M
Trifecta Capital Advisors, LLC 0.23% Reduce -15.2% 5,625 $1.0M
Moody LYNN Lieberson & Walker, LLC 0.07% Reduce -0.3% 5,621 $1.0M
Thompson Davis & Co., Inc. 0.89% Reduce -12.2% 5,618 $1.0M
Elmwood Wealth Management, Inc. 0.46% Reduce -6.7% 5,613 $1.0M
First Bancorp, Inc 0.75% Reduce -1.1% 5,593 $1.0M
Northwest Wealth Management, LLC 0.26% Reduce -1.0% 5,587 $1.0M
Evergreen Advisors, LLC 0.30% Reduce -8.7% 5,578 $1.0M
Financial Partners Group, Inc 0.16% Reduce -2.6% 5,576 $1.0M
KOM Wealth Management Group, LLC 0.95% Add +0.2% 5,542 $1.0M
Key Client Fiduciary Advisors, LLC 0.51% Add +10.8% 5,533 $1.0M
Elser Financial Planning, Inc 0.17% — 5,523 $1.0M
Smithbridge Asset Management Inc. 0.21% No change 5,510 $1.0M
Leonard Rickey Investment Advisors P.L.L.C. 0.24% Reduce -1.0% 5,504 $1.0M
Baldwin Wealth Partners LLC 0.08% No change 5,500 $1.0M
Forum Financial Management, LP 0.02% Add +12.7% 5,486 $1.0M
Fortitude Advisory Group L.L.C. 0.60% Add +0.2% 5,464 $997K
O'ROURKE & COMPANY, Inc 0.56% Reduce -1.3% 5,413 $988K
Lincoln Capital Corp. 0.42% No change 5,395 $985K
WealthCare Investment Partners, LLC 0.46% Reduce -0.2% 5,391 $984K
Institute for Wealth Management, LLC. 0.13% Reduce -5.2% 5,370 $980K
MA Private Wealth 0.19% Reduce -1.6% 5,322 $972K
Sutton Place Investors LLC 0.65% No change 5,311 $970K
Sage Capital Advisors,llc 0.28% No change 5,307 $969K
Wells Financial Advisors INC 0.64% No change 5,300 $968K
IFG Advisors, LLC 0.23% Add +3.9% 5,292 $966K
Baldwin Investment Management, LLC 0.13% Add +0.3% 5,284 $965K
YHB Investment Advisors, Inc. 0.08% Reduce -15.4% 5,277 $963K
Essex LLC 0.22% New 5,270 $962K
Emfo, LLC 0.86% No change 5,256 $959K
Dorsey & Whitney Trust CO LLC 0.07% Reduce -0.4% 5,253 $959K
Black Diamond Financial, LLC 0.19% Add +19.6% 5,252 $959K
Sawgrass Asset Management LLC 0.10% No change 5,238 $956K
Accredited Investors Inc. 0.06% Add +77.6% 5,235 $956K
Jag Capital Management, LLC 0.13% Reduce -39.5% 5,226 $954K
Van Den Berg Management I, Inc. 0.28% Reduce -5.4% 5,225 $954K
Patten & Patten Inc. 0.07% Reduce -17.1% 5,205 $950K
Morling Financial Advisors, LLC 0.41% Reduce -2.5% 5,201 $949K
Brown Miller Wealth Management, LLC 0.39% Add +3.5% 5,181 $946K
Evoke Wealth, LLC 1.38% Reduce -97.0% 5,145 $944K
Wesbanco Bank Inc. 0.04% Add +11.6% 5,163 $943K
Blossom Wealth Management 2.05% Add +10.1% 5,161 $942K
JRM Investment Counsel, LLC 0.34% Reduce -13.4% 5,153 $941K
Richard W. Paul & Associates, LLC 0.36% Reduce -11.2% 5,124 $935K
Independent Wealth Network Inc. 0.44% Reduce -0.3% 5,120 $935K
Fortis Group Advisors, LLC 0.19% Reduce -7.0% 5,116 $934K
Newman Dignan & Sheerar, Inc. 0.24% Add +0.9% 5,091 $929K
Vaughan David Investments LLC 0.02% Reduce -15.0% 5,088 $929K
Lantern Wealth Advisors, LLC 0.67% Reduce -5.2% 5,083 $928K
Future Financial Wealth Managment LLC 0.82% Reduce -32.4% 5,079 $927K
Freestone Capital Holdings, LLC 0.03% Add +14.4% 5,079 $927K
Jaffetilchin Investment Partners, LLC 0.08% Reduce -0.5% 5,070 $925K
JFS Wealth Advisors, LLC 0.07% Add +21.6% 5,053 $922K
CIC Wealth, LLC 0.25% Reduce -6.7% 5,051 $922K
Fiduciary Group, LLC 0.10% No change 5,046 $921K
Bluespring Wealth Management, LLC 0.10% Add +41.0% 5,013 $920K
Flagstone Financial Management 0.34% Reduce -2.7% 5,034 $919K
Bridges Investment Management Inc. 0.01% New 5,016 $916K
Indiana Trust & Investment Management Co 0.33% No change 4,995 $912K
Lwmg, LLC 0.19% No change 4,971 $908K
Cypress Capital Group 0.11% Reduce -7.2% 4,968 $907K
Agate Pass Investment Management, LLC 0.48% Add +21.2% 4,949 $903K
Mosaic Family Wealth Partners, LLC 0.15% No change 4,946 $903K
Santori & Peters, Inc. 0.38% No change 4,935 $901K
Vicus Capital 0.08% Add +0.3% 4,934 $901K
Ritter Daniher Financial Advisory LLC / DE 0.29% Reduce -3.4% 4,928 $900K
Maiden Cove Capital, LLC 1.95% — 4,954 $899K
Grey Ledge Advisors, LLC 0.25% No change 4,921 $898K
World Investment Advisors 0.06% Add +23.3% 4,921 $898K
Smartleaf Asset Management LLC 0.15% Reduce -1.3% 4,867 $894K
Anson Capital, Inc. 0.88% Reduce -49.5% 4,896 $894K
Park National Corp. 0.03% Reduce -7.3% 4,892 $893K
Palisade Asset Management, LLC 0.09% No change 4,881 $891K
Silver Lake Advisory, LLC 0.22% Add +30.8% 4,877 $890K
MassMutual Private Wealth & Trust, FSB 0.03% Add +43.1% 4,874 $890K
American State Bank (Iowa) 0.57% Reduce -35.5% 4,873 $890K
Ignite Planners, LLC 0.22% Add +0.6% 4,831 $889K
RiverFront Investment Group, LLC 0.02% Add +242.1% 4,851 $886K
Rockingstone Advisors LLC 0.45% Reduce -23.9% 4,831 $882K
TruWealth Advisors, LLC 0.06% Reduce -5.1% 4,818 $879K
Principal Securities, Inc. 0.02% Reduce -11.3% 4,815 $879K
Keeley-Teton Advisors, LLC 0.11% Reduce -40.6% 4,808 $878K
Integrity Financial Corp 0.55% Add +10.8% 4,801 $876K
Texas Yale Capital Corp. 0.04% No change 4,791 $875K
QRG Capital Management, Inc. 0.01% Add +2.0% 4,784 $873K
Pursue Wealth Partners LLC 0.48% Add +100.0% 4,773 $871K
Occidental Asset Management, LLC 0.15% Reduce -2.8% 4,738 $865K
NSI Retail Advisors, LLC 0.15% Reduce -2.1% 4,734 $864K
Elevation Point Wealth Partners, LLC 0.07% Reduce -18.7% 4,721 $862K
Mason Investment Advisory Services, Inc. 0.05% Reduce -0.4% 4,702 $858K
Westmount Partners, LLC 0.28% Add +11.9% 4,694 $855K
One Charles Private Wealth Services, LLC 0.36% Reduce -1.2% 4,684 $855K
Pine Valley Investments Ltd Liability Co 0.06% Add +43.8% 4,656 $852K
Christensen, King & Associates Investment Services, Inc. 0.42% Add +14.1% 4,661 $851K
McAdam, LLC 0.05% Reduce -18.9% 4,645 $848K
Canal Capital Management, LLC 0.14% Add +18.3% 4,626 $844K
Sage Rhino Capital LLC 0.20% No change 4,620 $843K
Continuum Advisory, LLC 0.12% Add +4.7% 4,613 $842K
Magnus Financial Group LLC 0.09% No change 4,599 $840K
LongView Wealth Management 0.31% Reduce -4.2% 4,586 $837K
SOL Capital Management CO 0.10% Reduce -2.6% 4,582 $836K
Private Capital Management LLC 0.17% Add +2.9% 4,579 $836K
HTLF Bank 0.10% No change 4,578 $836K
RTD Financial Advisors, Inc. 0.11% Add +24.6% 4,555 $832K
Willner & Heller, LLC 0.80% No change 4,552 $831K
Marble Harbor Investment Counsel, LLC 0.10% Add +3.3% 4,550 $831K
Flagship Private Wealth, LLC 0.49% No change 4,544 $829K
Anderson Hoagland & Co. 0.09% Reduce -0.1% 4,510 $828K
Raub Brock Capital Management LP 0.18% Reduce -0.5% 4,531 $827K
HMS Capital Management, LLC 0.43% No change 4,513 $824K
Acas, LLC 0.72% Reduce -9.0% 4,328 $821K
Successful Portfolios LLC 0.57% Reduce -19.4% 4,464 $815K
Pine Harbor Wealth Management, LLC 0.48% Reduce -12.0% 4,444 $811K
KMG Fiduciary Partners, LLC 0.08% Reduce -2.3% 4,428 $808K
Brookmont Capital Management 0.44% Reduce -8.9% 4,421 $807K
Eagle Strategies LLC 0.15% Reduce -90.0% 4,412 $805K
Capital Management Corp. 0.16% No change 4,400 $803K
All Season Financial Advisors, Inc. 0.72% New 4,368 $797K
Towerpoint Wealth, LLC 0.39% Reduce -5.5% 4,320 $789K
Webster Bank, N. A. 0.09% Reduce -1.5% 4,305 $786K
Capasso Planning Partners LLC 0.25% Add +251.9% 4,283 $782K
Blue Trust, Inc. 0.01% No change 4,265 $779K
John W. Brooker & Co., CPAs 0.39% Reduce -12.0% 4,251 $776K
Intrua Financial, LLC 0.13% Reduce -6.5% 4,247 $775K
Sage Mountain Advisors LLC 0.07% Add +19.5% 4,242 $774K
Financial Enhancement Group LLC 0.12% Reduce -5.5% 4,106 $772K
Melfa Wealth Management, Inc. 0.54% No change 4,227 $772K
Legacy Financial Strategies, LLC 0.19% No change 4,199 $770K
Thrive Wealth Management, LLC 0.15% Add +4.3% 4,213 $769K
Steele Capital Management, Inc. 0.04% No change 4,190 $769K
Private Management Group Inc. 0.03% Add +1.7% 4,208 $768K
Trust Co 0.10% Add +14.8% 4,168 $761K
Capital Market Strategies LLC 0.48% Reduce -0.3% 4,133 $754K
Greenleaf Trust 0.01% No change 4,124 $753K
Boston Trust Walden Corp 0.01% Reduce -1.2% 4,121 $752K
Citizens & Northern Corp. 0.24% Add +9.1% 4,118 $752K
Highland Capital Management, LLC 0.04% Reduce -10.2% 4,109 $750K
Missouri Trust & Investment Co 0.28% Add +3.0% 4,103 $749K
Lowe Brockenbrough & Co. Inc. 0.05% Reduce -12.6% 4,082 $749K
BNP Paribas Financial Markets 0.00% Reduce -92.9% 4,101 $749K
Ridgewood Investments LLC 0.37% Add +4.5% 4,094 $747K
Willow Creek Wealth Management Inc. 0.08% Add +6.1% 4,089 $746K
Carson Advisory Inc. 0.52% Add +10.5% 4,080 $745K
Kingfisher Capital LLC 0.17% Reduce -4.7% 4,064 $742K
Summit Financial Wealth Advisors, LLC 0.15% No change 4,061 $741K
Investment Planning Advisors, Inc. 0.38% — 4,059 $741K
Passumpsic Savings Bank 0.53% Add +9.4% 4,052 $740K
LVM Capital Management Ltd. 0.08% Add +46.0% 4,046 $739K
Smith Chas P & Associates Pa Cpas 0.04% Add +8.1% 4,042 $738K
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.04% Add +52.5% 4,042 $738K
Koa Wealth Management, LLC 0.62% Add +5.1% 4,015 $733K
Capital Management Associates, Inc 0.44% Add +141.4% 4,007 $731K
Independent Advisor Alliance 0.03% Reduce -30.5% 4,001 $730K
Gerber, LLC 0.57% No change 3,992 $729K
Ascent Wealth Partners, LLC 0.11% No change 3,981 $727K
Hill Island Financial LLC 0.24% Reduce -1.3% 3,976 $726K
Palo Alto Wealth Advisors, LLC 0.50% No change 3,939 $723K
Am Investment Strategies LLC 0.18% No change 3,943 $720K
Bordeaux Wealth Advisors LLC 0.14% Add +110.3% 3,941 $720K
Leading Edge Financial Planning LLC 0.29% Add +0.5% 3,936 $719K
HFG Advisors, Inc. 0.67% Add +0.2% 3,921 $716K
Bowman & Co S.C. 0.42% Reduce -20.1% 3,915 $715K
Arcus Capital Partners, LLC 0.28% No change 3,913 $714K
New Century Financial Group, LLC 0.30% Add +50.7% 3,904 $713K
Fairview Capital Investment Management, LLC 0.04% No change 3,900 $712K
Integris Wealth Management, LLC 0.21% No change 3,896 $711K
TCI Wealth Advisors, Inc. 0.07% Reduce -0.7% 3,891 $710K
Intrust Bank NA 0.08% No change 3,886 $709K
Condor Capital Management 0.07% Add +50.4% 3,871 $707K
Boltwood Capital Management 0.22% No change 3,829 $699K
Black Point Wealth Management 0.72% — 3,822 $698K
Prio Wealth Limited Partnership 0.02% No change 3,822 $698K
Valued Retirements, Inc. 1.06% Add +0.2% 3,820 $697K
Wealth Group Ltd 0.21% Reduce -0.1% 3,806 $695K
Avaii Wealth Management, LLC 0.38% Reduce -0.1% 3,796 $693K
Sequent Planning LLC 0.24% Reduce -8.9% 3,778 $688K
Lutz Financial Services LLC 0.06% No change 3,760 $686K
Selective Wealth Management, Inc. 0.30% Add +0.4% 3,735 $686K
Spirit of America Management Corp. 0.14% Add +488.4% 3,736 $682K
Hunter Associates Investment Management LLC 0.11% Reduce -5.1% 3,725 $681K
Wealthquest Corp 0.07% Reduce -7.0% 3,728 $681K
Dechtman Wealth Management, LLC 0.15% Reduce -9.2% 3,722 $679K
First National Bank of Omaha 0.04% Add +0.4% 3,708 $677K
Synergy Asset Management, LLC 0.11% Add +2.5% 3,707 $677K
Motiv8 Investments LLC 0.50% Reduce -5.7% 3,701 $676K
Convergence Financial, LLC 0.18% Add +115.6% 3,695 $674K
Sonora Investment Management Group, LLC 0.05% No change 3,692 $674K
Pasadena Private Wealth, LLC 0.16% Reduce -0.7% 3,692 $674K
SYM FINANCIAL Corp 0.11% Add +29.3% 3,688 $673K
Seaside Wealth Management, Inc. 0.28% No change 3,685 $673K
WealthPLAN Partners, LLC 0.07% New 3,676 $671K
Bison Wealth, LLC 0.11% No change 3,651 $667K
BSW Wealth Partners 0.11% Reduce -4.2% 3,652 $667K
Pure Financial Advisors, LLC 0.02% Add +21.6% 3,651 $666K
Portside Wealth Group, LLC 0.13% Reduce -5.7% 3,643 $665K
Insight Wealth Strategies, LLC 0.09% Add +20.7% 3,635 $664K
Northwest Investment Counselors, LLC 0.17% No change 3,635 $664K
Schrum Private Wealth Management LLC 0.60% Add +0.4% 3,627 $662K
Grove Bank & Trust 0.11% No change 3,623 $661K
Pacific Sun Financial Corp 0.39% Reduce -0.6% 3,612 $659K
Appleton Partners Inc. 0.05% Reduce -10.0% 3,607 $659K
Ellis Investment Partners, LLC 0.14% Add +4.0% 3,607 $658K
American Money Management, LLC 0.14% No change 3,602 $658K
Lanark Financial, Inc. 0.06% Add +7.4% 3,604 $657K
Mark Sheptoff Financial Planning, LLC 0.37% Reduce -4.0% 3,581 $654K
Avidian Wealth Enterprises, LLC 0.03% Add +87.6% 3,580 $654K
Redhawk Wealth Advisors, Inc. 0.10% No change 3,570 $652K
Core Wealth Advisors, Inc. 0.22% Add +12.4% 3,567 $651K
Adapt Wealth Advisors, LLC 0.41% Add +3.6% 3,566 $651K
Claro Advisors Inc. 0.10% Add +17.3% 3,561 $650K
Citadel Advisors 0.00% Add +59150.0% 3,555 $649K
Partners Capital Investment Group, LLP 0.01% New 3,551 $648K
Ewa, LLC 0.27% Add +3.0% 3,440 $648K
Rockbridge Investment Management, LCC 0.09% Add +1.0% 3,547 $648K
Kathleen S. Wright Associates Inc. 0.30% Add +43.9% 3,530 $644K
Stephens Consulting, LLC 0.18% Reduce -4.0% 3,529 $644K
Foster & Motley Inc. 0.04% Add +28.0% 3,527 $644K
Hobart Private Capital, LLC 0.18% New 3,526 $644K
Schaeffer Financial LLC 0.70% Reduce -1.6% 3,521 $643K
Olde Wealth Management, LLC 0.24% New 3,501 $642K
Girard Partners LTD. 0.06% No change 3,515 $642K
MN Wealth Advisors, LLC 0.37% Reduce -8.8% 3,504 $640K
Bailard, Inc. 0.02% No change 3,498 $639K
FF Advisors,LLC 0.45% Reduce -11.6% 3,493 $638K
PrairieView Partners, LLC 0.07% No change 3,490 $637K
Matrix Asset Advisors Inc. 0.08% Reduce -3.8% 3,481 $636K
Gemmer Asset Management LLC 0.07% No change 3,481 $635K
Aureus Asset Management, LLC 0.04% Reduce -10.5% 3,480 $635K
Councilor Wealth, LLC 0.33% Add +2.6% 3,466 $633K
Trademark Financial Management, LLC 0.52% Reduce -4.9% 3,464 $632K
Berger Financial Group, Inc 0.05% Add +26.0% 3,459 $631K
N.E.W. Advisory Services LLC 0.07% Reduce -9.5% 3,457 $631K
Gimbal Financial 0.46% Reduce -4.0% 3,396 $631K
JGP Wealth Management, LLC 0.09% Reduce -21.5% 3,451 $630K
Legacy Private Trust Co. 0.04% No change 3,450 $630K
Hemington Wealth Management 0.21% Reduce -1.3% 3,436 $627K
Lakeridge Wealth Management LLC 0.38% Add +7.8% 3,428 $626K
Better Money Decisions, LLC 0.47% Reduce -12.6% 3,420 $624K
OMNI 360 Wealth, Inc. 0.47% Reduce -3.4% 3,419 $624K
Frisch Financial Group, Inc. 0.19% No change 3,419 $624K
Sage Capital Management, LLC 0.33% No change 3,416 $623K
Telos Capital Management, Inc. 0.07% Add +2.1% 3,398 $620K
Naples Global Advisors, LLC 0.06% Add +0.1% 3,379 $620K
Smithfield Trust Co 0.03% No change 3,391 $619K
Advantage Trust Co 0.44% No change 3,388 $618K
Alterna Wealth Management, Inc. 0.54% Reduce -36.5% 3,386 $618K
Meridian Wealth Partners, LLC 0.11% No change 3,371 $615K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -14.1% 3,367 $615K
Valley National Advisers Inc. 0.09% Add +0.5% 3,362 $613K
Wick Capital Partners, LLC 0.21% New 3,354 $612K
Hilltop National Bank 0.20% No change 3,351 $612K
Bensler, LLC 0.08% Add +2.1% 3,347 $611K
Gryphon Financial Partners LLC 0.09% Add +2.0% 3,341 $610K
Covenant Asset Management, LLC 0.14% Reduce -0.3% 3,333 $608K
Rockwood Wealth Management, LLC 0.07% Add +5.1% 3,331 $608K
Masso Torrence Wealth Management Inc. 0.34% Reduce -0.8% 3,330 $608K
TAGStone Capital, Inc. 0.34% No change 3,303 $606K
Taylor & Morgan Wealth Management, LLC 0.43% Add +12.3% 3,318 $606K
Nvwm, LLC 0.16% No change 3,300 $605K
Hoey Investments, Inc. 0.12% No change 3,314 $605K
Patrick M Sweeney & Associates, Inc. 0.49% Add +5.1% 3,296 $602K
Wealth Dimensions Group, Ltd. 0.17% Add +2.6% 3,279 $599K
Oxford Financial Group, LTD. LLC 0.04% No change 3,278 $598K
Trust Co. of Oklahoma 0.21% No change 3,275 $598K
Cannon Financial Strategists, Inc. 0.11% Reduce -0.3% 3,251 $594K
West Oak Capital, LLC 0.24% Add +7.4% 3,250 $593K
Sterling Financial Planning, Inc. 0.24% Reduce -3.3% 3,245 $592K
Asset Dedication, LLC 0.04% Reduce -14.9% 3,243 $592K
Howland Capital Management LLC 0.03% No change 3,221 $591K
Essential Planning, LLC. 0.26% Reduce -11.2% 3,226 $589K
Strategic Financial Concepts, LLC 0.34% Add +33295.6% 8,775,034 $589K
Fiduciary Alliance LLC 0.10% Reduce -1.4% 3,203 $587K
Revolve Wealth Partners, LLC 0.10% Reduce -2.0% 3,208 $586K
Guardian Wealth Advisors, LLC 0.38% Reduce -1.5% 3,201 $584K
Bridge Creek Capital Management LLC 0.19% Add +5.3% 3,193 $583K
Edgestream Partners, L.P. 0.03% New 3,185 $581K
Legacy Trust 0.14% Add +8.5% 3,184 $581K
Hilltop Holdings Inc. 0.07% Add +1.5% 3,175 $579K
Plante Moran Financial Advisors, LLC 0.06% Reduce -2.9% 3,174 $579K
Facet Wealth, Inc. 0.02% Add +29.7% 3,076 $579K
Saxony Capital Management, LLC 0.64% Add +4.5% 3,170 $579K
Tanager Wealth Management LLP 0.09% Reduce -0.2% 3,151 $578K
Vista Investment Management 0.23% Reduce -0.6% 3,162 $577K
Worth Financial Advisory Group, LLC 0.38% No change 3,157 $576K
Ascent Group, LLC 0.05% Add +1.7% 3,154 $576K
Financial Alternatives, Inc 0.43% No change 3,154 $576K
Heritage Financial Services, LLC 0.08% Reduce -5.2% 3,146 $574K
Icon Wealth Advisors, LLC 0.05% No change 3,022 $574K
Zacks Investment Management 0.01% Add +16.0% 3,135 $572K
Cahaba Wealth Management, Inc. 0.05% No change 3,135 $572K
Realta Investment Advisors 0.11% Reduce -3.0% 3,134 $572K
SpiderRock Advisors, LLC 0.01% Add +0.2% 3,132 $572K
Schwallier Wealth Management LLC 0.46% Reduce -77.9% 3,125 $570K
Saiph Capital, LLC 0.25% Reduce -1.7% 3,121 $570K
S.A. Mason LLC 0.32% No change 3,118 $569K
Pitcairn Co. 0.03% No change 3,110 $568K
Pacific Financial Group Inc. 0.40% Reduce -10.5% 3,105 $567K
Sheaff Brock Investment Advisors, LLC 0.05% Reduce -18.8% 3,104 $567K
Lester Murray Antman dba SimplyRich 0.18% No change 3,102 $566K
Ballast, Inc. 0.17% Reduce -0.2% 3,091 $564K
GenTrust, LLC 0.03% New 3,073 $564K
Glenview Trust Co 0.01% Reduce -26.1% 3,086 $563K
Great Lakes Retirement, Inc. 0.08% Reduce -3.0% 3,066 $562K
Merriman Wealth Management, LLC 0.02% No change 3,065 $562K
Laidlaw Wealth Management LLC 0.31% Add +2.4% 3,074 $561K
Hanson & Doremus Investment Management 0.09% Reduce -2.5% 3,070 $560K
Neuberger Berman Group LLC 0.00% Reduce -9.6% 3,064 $559K
Farmers National Bank 0.17% Reduce -6.1% 3,064 $559K
Ellsworth Advisors, LLC 0.16% No change 3,054 $558K
Capital Group Private Client Services, Inc. 0.01% Reduce -0.2% 3,050 $557K
Ameraudi Asset Management, Inc. 0.25% New 3,050 $557K
Rathbones Group PLC 0.00% No change 3,050 $557K
JBR Co Financial Management Inc 0.39% No change 3,038 $555K
Heritage Wealth Management, LLC 0.30% No change 3,008 $549K
Heritage Family Offices, LLP 0.30% — 3,008 $549K
JB Capital LLC 0.03% Add +1.4% 3,001 $548K
Scott Capital Advisors, LLC 0.16% Add +0.0% 2,966 $545K
Brandywine Oak Private Wealth LLC 0.06% No change 2,982 $544K
Curated Wealth Partners LLC 0.08% — 2,980 $544K
Prestige Wealth Management Group LLC 0.12% Reduce -3.2% 2,960 $543K
Ransom Advisory, Ltd 0.27% Add +26.7% 2,965 $541K
Vermillion & White Wealth Management Group, LLC 0.41% No change 2,964 $541K
BCU Wealth Advisors, LLC 0.40% No change 2,959 $540K
3Chopt Investment Partners, LLC 0.16% New 2,943 $540K
Rollins Financial Advisors, LLC 0.09% Reduce -1.4% 2,953 $539K
Macroview Investment Management LLC 0.58% Reduce -7.4% 2,951 $539K
Robinswood Financial LLC 0.22% Add +715.2% 2,951 $539K
ICA Group Wealth Management, LLC 0.32% Reduce -71.8% 2,941 $537K
Jackson Hole Capital Partners, LLC 0.12% No change 2,940 $537K
CW Advisors, LLC 0.01% Add +23.6% 2,935 $536K
Clark Asset Management, LLC 0.15% Add +3.2% 2,934 $536K
Kowal Investment Group, LLC 0.11% Reduce -5.5% 2,927 $534K
TRUE Private Wealth Advisors 0.06% Add +1.0% 2,917 $533K
Destination Wealth Management 0.02% Reduce -12.1% 2,915 $532K
Baxter Bros Inc. 0.07% Add +25.4% 2,905 $530K
Phillips Wealth Planners LLC 0.56% Add +0.1% 2,847 $528K
Autumn Glory Partners, LLC 0.27% Add +3.8% 2,886 $527K
BLB&B Advisors, LLC 0.03% Add +11.9% 2,880 $526K
Praetorian Wealth Management, Inc. 0.13% New 2,879 $526K
O'Brien Greene & Co. Inc 0.17% No change 2,876 $525K
Plancorp, LLC 0.02% Reduce -3.7% 2,876 $525K
1776 Wealth LLC 0.24% Reduce -21.9% 2,860 $522K
Virtue Capital Management, LLC 0.09% No change 2,763 $520K
Savvy Advisors, Inc. 0.17% Add +23.3% 2,833 $517K
Boston Mountain Money Management Inc. 0.34% Reduce -0.8% 2,815 $514K
Hengehold Capital Management LLC 0.05% Add +31.0% 2,810 $513K
Towercrest Capital Management 0.08% No change 2,806 $512K
Libra Wealth LLC 0.22% Reduce -7.7% 2,799 $511K
Alliance Wealth Management Group 0.15% No change 2,791 $509K
Arthur M. Cohen & Associates, LLC 0.09% No change 2,784 $508K
Samalin Investment Counsel, LLC 0.24% Reduce -8.4% 2,782 $508K
McLean Asset Management Corp 0.16% Add +0.1% 2,732 $506K
TCV Trust & Wealth Management, Inc. 0.05% No change 2,763 $504K
Culbertson A N & Co. Inc. 0.09% No change 2,757 $503K
Total Wealth Planning, LLC 0.08% Reduce -4.7% 2,639 $503K
Alera Investment Advisors, LLC 0.06% Reduce -0.1% 2,749 $502K
Regimen Wealth, LLC 0.17% No change 2,746 $501K
Quadrant Capital Group LLC 0.04% No change 2,746 $501K
LJI Wealth Management, LLC 0.11% No change 2,734 $499K
Stone Summit Wealth LLC 0.18% No change 2,734 $499K
Cutter & CO Brokerage, Inc. 0.12% No change 2,733 $499K
Anchor Investment Management, LLC 0.05% No change 2,722 $497K
Assetmark, Inc. 0.00% Add +253.9% 2,718 $496K
Diversified Portfolios, Inc. 0.07% Add +19.9% 2,714 $495K
Sugarloaf Wealth Management, LLC 0.09% No change 2,713 $495K
RPS Advisory Solutions LLC 0.46% — 2,713 $495K
Deutsche Bank AG 0.00% Reduce -23.0% 2,711 $495K
Beacon Financial Planning, Inc. 0.33% No change 2,701 $493K
Burke & Herbert Bank & Trust Co. 0.12% New 2,689 $491K
Red Tortoise LLC 0.27% Reduce -11.7% 2,679 $489K
Mendota Financial Group, LLC 0.26% Reduce -9.4% 2,673 $488K
Wealth Management Partners, LLC 0.24% Reduce -0.2% 2,672 $488K
Optas, LLC 0.13% No change 2,662 $486K
Legacy Edge Advisors, LLC 0.09% Reduce -13.5% 2,655 $485K
Diversify Advisory Services, LLC 0.03% New 2,637 $484K
Community Financial Services Group, LLC 0.10% Reduce -20.1% 2,649 $484K
Bragg Financial Advisors, Inc 0.02% Add +7.1% 2,640 $482K
ARS Wealth Advisors Group, LLC 0.06% Add +2.4% 2,633 $481K
Hyman Charles D 0.03% No change 2,620 $478K
First Personal Financial Services 0.11% No change 2,618 $478K
Mengis Capital Management, Inc. 0.10% Reduce -1.1% 2,607 $476K
Mairs & Power Inc. 0.00% Reduce -11.8% 2,607 $476K
Grey Fox Wealth Advisors, LLC 0.17% Add +17.1% 2,593 $476K
LBMC Investment Advisors, LLC 0.04% Add +0.7% 2,603 $475K
LMG Wealth Partners, LLC 0.12% No change 2,601 $475K
Dana Investment Advisors, Inc. 0.02% Add +1.6% 2,592 $473K
Castle Rock Wealth Management, LLC 0.12% Reduce -0.0% 2,590 $472K
TrinityPoint Wealth, LLC 0.07% No change 2,584 $472K
MBE Wealth Management, LLC 0.29% No change 2,582 $471K
Walden Wealth Partners LLC 0.26% No change 2,582 $471K
Priebe Wealth Holdings LLC 0.37% Reduce -4.0% 2,580 $471K
Physician Wealth Advisors, Inc. 0.09% Reduce -3.4% 2,471 $471K
Octavia Wealth Advisors, LLC 0.06% Reduce -3.4% 2,560 $470K
James J. Burns & Company, LLC 0.09% New 2,566 $469K
Breakwater Capital Group 0.11% No change 2,567 $469K
McKinley Carter Wealth Services, Inc. 0.03% Add +1.7% 2,556 $467K
Jane Street Group, LLC 0.00% Reduce -40.2% 2,556 $467K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% Reduce -16.7% 2,550 $466K
Welch Group, LLC 0.02% Add +5.0% 2,544 $464K
Cherry Tree Wealth Management, LLC 0.12% No change 2,537 $463K
Schneider Downs Wealth Management Advisors, LP 0.10% No change 2,536 $463K
Myecfo, LLC 0.27% Add +13.2% 2,529 $462K
Verus Capital Partners, LLC 0.05% Add +6.8% 2,528 $462K
Householder Group Estate & Retirement Specialist, LLC 0.13% Reduce -3.5% 2,525 $461K
Lowe Wealth Advisors, LLC 0.21% Add +3179.2% 2,525 $461K
River Street Advisors LLC 0.28% Reduce -5.8% 2,513 $459K
Quadcap Wealth Management, LLC 0.08% Add +11.5% 2,504 $457K
Trueblood Wealth Management, LLC 0.26% Add +50.9% 2,501 $457K
Proquility Private Wealth Partners, LLC 0.16% New 2,495 $455K
Hamilton Point Investment Advisors, LLC 0.09% No change 2,476 $454K
Alan B Lancz & Associates, Inc. 0.45% — 2,486 $454K
Alpha Omega Wealth Management LLC 0.09% No change 2,484 $454K
Heritage Wealth Management, Inc. 0.15% — 2,462 $453K
SignalPoint Asset Management, LLC 0.12% Reduce -7.1% 2,476 $452K
Oak Asset Management, LLC 0.17% No change 2,471 $451K
Vertex Planning Partners, LLC 0.12% No change 2,469 $451K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -5.4% 2,453 $450K
Clarus Group, Inc. 0.20% New 2,465 $450K
Aaron Wealth Advisors LLC 0.06% No change 2,458 $449K
Apexium Financial, LP 0.03% Add +1.3% 2,446 $448K
Shepherd Financial Partners LLC 0.06% No change 2,448 $447K
Denver Wealth Management, Inc. 0.22% No change 2,432 $444K
Planned Solutions, Inc. 0.22% No change 2,423 $442K
First Western Trust Bank 0.02% Reduce -5.8% 2,419 $442K
Mitchell McLeod Pugh & Williams Inc. 0.10% Add +28.8% 2,419 $442K
Etfidea, LLC 0.15% No change 2,418 $441K
Commonwealth Retirement Investments LLC 0.20% Reduce -16.3% 2,413 $440K
Guidance Point Advisors, LLC 0.14% Add +15.5% 2,404 $439K
First Trust Investment Solutions L.P. 0.06% No change 2,400 $438K
Heck Capital Advisors, LLC 0.05% No change 2,390 $436K
AlTi Global, Inc. 0.01% Reduce -6.3% 2,369 $435K
KPP Advisory Services LLC 0.12% Reduce -45.0% 2,370 $433K
Focused Wealth Management, Inc 0.06% No change 2,361 $431K
Strait & Sound Wealth Management LLC 0.22% Add +0.6% 2,353 $430K
PBMares Wealth Management LLC 0.11% No change 2,351 $429K
Three Bridge Wealth Advisors, LLC 0.17% Reduce -0.0% 2,339 $429K
Creekmur Asset Management LLC 0.11% Reduce -12.8% 2,347 $428K
Chevy Chase Trust Holdings, LLC 0.00% No change 2,335 $426K
Long Island Wealth Management, Inc. 0.30% Reduce -9.0% 2,332 $426K
Chaney Capital Management, Inc. 0.28% No change 2,325 $424K
Dunhill Financial, LLC 0.26% No change 2,324 $424K
Bedel Financial Consulting, Inc. 0.06% Add +0.9% 2,323 $424K
Rise Advisors, LLC 0.22% Add +0.9% 2,322 $424K
Vista Capital Partners, Inc. 0.05% Reduce -9.0% 2,320 $424K
Trinity Financial Advisors LLC 0.19% Reduce -36.4% 2,291 $420K
Websterrogers Financial Advisors, LLC 0.15% No change 2,298 $420K
Berkshire Asset Management LLC 0.02% No change 2,298 $420K
Sightline Wealth Advisors, LLC 0.26% No change 2,280 $416K
GeoWealth Management, LLC 0.02% Add +162.9% 2,274 $415K
Higgins & Schmidt Wealth Strategies LLC 0.30% Reduce -0.5% 2,273 $415K
ETF Store, Inc. 0.43% Reduce -43.8% 2,272 $415K
Access Financial Services, Inc. 0.19% No change 2,262 $413K
Beacon Financial Strategies CORP 0.30% No change 2,258 $412K
Colton Groome Financial Advisors, LLC 0.16% New 2,253 $411K
Cairn Investment Group, Inc. 0.24% No change 2,238 $409K
Vima LLC 0.90% Reduce -9.1% 2,238 $409K
Bridge Advisory, LLC 0.20% No change 2,236 $408K
Madrona Financial Services, LLC 0.12% Reduce -25.6% 2,221 $405K
Fingerlakes Wealth Management, Inc. 0.36% Reduce -0.1% 2,220 $405K
Buffington Mohr McNeal 0.07% Reduce -1.9% 2,218 $405K
Pacific Center for Financial Services 0.11% No change 2,212 $404K
Holderness Investments Co. 0.10% No change 2,211 $404K
Cannell & Spears LLC 0.01% Reduce -3.2% 2,211 $404K
RS Crum Inc. 0.11% New 2,198 $401K
ABLE Financial Group, LLC 0.14% Add +5.1% 2,197 $401K
Columbia Advisory Partners LLC 0.39% Reduce -9.9% 2,189 $400K
Key Financial Inc 0.10% Reduce -6.0% 2,183 $399K
American Capital Advisory, LLC 0.28% Add +34.6% 2,336 $398K
Fulton Bank, N.A. 0.02% No change 2,180 $398K
Jeppson Wealth Management, LLC 0.15% Reduce -1.1% 2,177 $397K
Arden Trust Co 0.05% Reduce -3.1% 2,152 $393K
Moss Adams Wealth Advisors LLC 0.05% Add +24.5% 2,138 $392K
Davies Financial Advisors, Inc. 0.36% Add +24.3% 2,141 $391K
Eagle Rock Investment Company, LLC 0.07% No change 2,140 $391K
Constant Guidance Financial LLC 0.40% Reduce -15.1% 2,136 $390K
West Paces Advisors Inc. 0.10% No change 2,135 $390K
Sfmg, LLC 0.03% No change 2,130 $389K
Presilium Private Wealth, LLC 0.10% Add +49.1% 2,125 $388K
Welch & Forbes LLC 0.01% Reduce -13.0% 2,118 $388K
West Coast Financial LLC 0.05% No change 2,115 $386K
M Holdings Securities, Inc. 0.05% New 2,101 $386K
Manchester Capital Management LLC 0.05% Reduce -36.5% 2,112 $386K
First Bank & Trust 0.08% Reduce -28.8% 2,108 $385K
Rockline Wealth Management, LLC 0.12% Add +2.3% 2,104 $384K
Clifford Swan Investment Counsel LLC 0.01% Add +10.8% 2,098 $383K
Davidson Trust Co. 0.26% No change 2,091 $382K
Hibernia Wealth Partners, LLC 0.13% New 2,078 $379K
Gilman Hill Asset Management, LLC 0.07% No change 2,070 $378K
FourThought Financial Partners, LLC 0.05% No change 2,069 $378K
Abacus Planning Group, Inc. 0.07% Add +1.3% 2,067 $377K
American Investment Services, Inc. 0.07% No change 2,067 $377K
Tanglewood Legacy Advisors, LLC 0.18% Add +0.1% 2,066 $377K
Perkins Coie Trust Co 0.09% Reduce -2.4% 2,065 $377K
Beaumont Financial Advisors, LLC 0.03% No change 2,063 $377K
Fort Point Capital Partners LLC 0.05% Reduce -11.2% 2,055 $375K
Archvest Wealth Advisors, Inc. 0.25% Add +34.1% 2,057 $375K
Walker Asset Management, LLC 0.25% No change 2,050 $374K
Doliver Advisors, LP 0.10% Reduce -4.7% 2,050 $374K
Bedell Frazier Investment Counselling, LLC 0.09% No change 2,050 $374K
Liberty Wealth Management LLC 0.07% Add +11.5% 2,312 $372K
Palumbo Wealth Management LLC 0.16% Reduce -2.2% 2,032 $371K
Blankinship & Foster, LLC 0.10% No change 2,031 $371K
Jamison Private Wealth Management, Inc. 0.06% No change 2,028 $370K
Paulson Wealth Management Inc. 0.11% Reduce -2.3% 2,022 $369K
Southland Equity Partners LLC 0.11% Reduce -38.8% 2,020 $369K
Hilton Capital Management, LLC 0.03% Add +52.0% 2,006 $366K
White Pine Capital LLC 0.14% No change 2,005 $366K
Russell Investments Group, Ltd. 0.00% Add +113.1% 2,001 $365K
Kathmere Capital Management, LLC 0.04% Add +7.3% 2,001 $365K
Finer Wealth Management, Inc. 0.24% Reduce -4.0% 2,000 $365K
BTS Asset Management, Inc. 0.34% Reduce -34.8% 1,985 $364K
Stonebridge Capital Advisors LLC 0.03% Reduce -0.7% 1,993 $364K
Lane & Associates LLC 0.21% Add +1.2% 1,988 $363K
Chapin Davis, Inc. 0.12% Reduce -13.4% 1,988 $363K
Interchange Capital Partners, LLC 0.13% New 1,983 $362K
Continuum Wealth Advisors, LLC 0.19% No change 1,978 $361K
Veridan Wealth LLC 0.14% — 1,759 $360K
Old Second National Bank of Aurora 0.09% No change 1,964 $359K
Central Valley Advisors, LLC 0.15% No change 2,802 $358K
Penobscot Investment Management Company, Inc. 0.03% Reduce -12.5% 1,960 $358K
Eagle Global Advisors LLC 0.02% Reduce -5.8% 1,958 $357K
City Holding Co. 0.05% Reduce -4.9% 1,953 $357K
Means Investment Co., Inc. 0.04% Add +2.5% 1,944 $355K
Clayton Financial Group LLC 0.15% No change 1,943 $355K
Aspen Investment Management Inc 0.18% No change 1,939 $354K
Sterling Investment Counsel, LLC 0.14% Reduce -2.8% 1,932 $353K
Asset Planning Corporation 0.26% Reduce -22.3% 1,930 $352K
T. Rowe Price Associates Inc. 0.00% New 1,928 $352K
Operose Advisors LLC 0.12% Add +3.1% 1,917 $350K
Sound Income Strategies, LLC 0.02% Add +60.6% 1,913 $349K
Venturi Wealth Management, LLC 0.02% No change 1,902 $347K
Elevation Capital Advisory, LLC 0.16% — 1,894 $346K
Jupiter Wealth Management LLC 0.18% No change 1,821 $346K
Pennsylvania Capital Management Inc. 0.13% No change 1,891 $345K
Blue Bell Private Wealth Management, LLC 0.07% Reduce -3.5% 1,889 $345K
Disciplined Investments, LLC 0.18% Reduce -20.1% 1,888 $345K
Mechanics Bank Trust Department 0.05% Add +21.2% 1,887 $344K
Teamwork Financial Advisors, LLC 0.05% Reduce -0.7% 1,887 $344K
Shulman DeMeo Asset Management LLC 0.09% No change 1,883 $344K
Sage Financial Group Inc. 0.03% Reduce -32.8% 1,883 $344K
Demars Financial Group, LLC 0.16% Reduce -1.0% 1,882 $344K
Tritonpoint Wealth, LLC 0.03% Reduce -9.4% 1,869 $343K
Curtis Advisory Group, LLC 0.12% New 1,875 $342K
Wealthstream Advisors, Inc. 0.13% No change 1,873 $342K
Truepoint, Inc. 0.01% Add +33.7% 1,870 $341K
Legacy Advisors, LLC 0.04% No change 1,859 $341K
Dividend Assets Capital, LLC 0.07% Add +22.2% 1,867 $341K
Mattern Capital Management, LLC 0.05% No change 1,865 $340K
Investments & Financial Planning, LLC 0.23% No change 1,864 $340K
Syntegra Private Wealth Group, LLC 0.04% Reduce -12.1% 1,862 $340K
Orleans Capital Management Corp. 0.22% Add +12.8% 1,855 $339K
Parkside Advisors LLC 0.09% Reduce -3.7% 1,846 $339K
Barnett & Company, Inc. 0.24% No change 1,847 $337K
First National Corp. /Ma/ 0.08% Reduce -21.6% 1,838 $336K
Apeiron RIA LLC 0.10% No change 1,836 $335K
Sageworth Trust Co 0.02% Reduce -9.5% 1,835 $335K
Liberty Capital Management, Inc. 0.08% No change 1,834 $335K
Certuity, LLC 0.03% Reduce -12.0% 1,834 $335K
Ariadne Wealth Management, LP 0.26% — 1,822 $334K
Family Asset Management, LLC 0.21% Add +5.5% 1,831 $334K
Woodard & Co. Asset Management Group Inc. 0.08% Add +1.7% 1,825 $333K
Measured Wealth Private Client Group, LLC 0.12% No change 1,824 $333K
Mraz, Amerine & Associates, Inc. 0.07% Reduce -15.6% 1,823 $333K
Baker Avenue Asset Management, LP 0.01% Add +0.9% 1,822 $333K
Wealth Effects LLC 0.12% No change 1,819 $332K
Hills Bank & Trust Co 0.03% No change 1,816 $332K
Clarity Financial LLC 0.05% Add +53.8% 1,807 $330K
Private Client Services, LLC 0.21% Reduce -2.8% 1,800 $329K
Shorepoint Capital Partners LLC 0.08% Add +11.0% 1,790 $327K
Butensky & Cohen Financial Security, Inc. 0.10% Reduce -3.8% 1,786 $326K
Holland Advisory Services, Inc. 0.40% No change 1,780 $325K
Carl P. Sherr & Co., LLC 0.18% No change 1,776 $324K
Indie Asset Partners, LLC 0.26% Reduce -25.7% 1,767 $322K
Olistico Wealth, LLC 0.21% Reduce -25.4% 1,765 $322K
Tortoise Investment Management, LLC 0.04% Add +1.4% 1,764 $322K
Aurora Private Wealth, Inc. 0.28% Reduce -2.2% 1,762 $322K
NCM Capital Management, LLC 0.17% Add +4.8% 1,761 $321K
Outlook Wealth Advisors, LLC 0.10% No change 1,756 $321K
Benchmark Investment Advisors LLC 0.23% No change 1,752 $320K
1832 Asset Management L.P. 0.00% Reduce -27.6% 1,747 $319K
Investors Asset Management of Georgia Inc. /Ga/ 0.16% No change 1,745 $319K
Elevated Capital Advisors, LLC 0.09% New 1,744 $318K
Lyell Wealth Management, LP 0.03% No change 1,743 $318K
Williams & Novak, LLC 0.29% Reduce -5.5% 1,734 $317K
Rinkey Investments 0.11% No change 1,730 $316K
Fairman Group, LLC 0.32% No change 1,719 $315K
Maryland Capital Advisors Inc. 0.17% No change 1,727 $315K
Navellier & Associates Inc. 0.04% No change 1,726 $315K
Forte Capital LLC 0.04% Reduce -20.8% 1,725 $315K
Precedent Wealth Partners, LLC 0.13% Add +0.6% 1,724 $315K
Narus Financial Partners, LLC 0.13% Reduce -0.1% 1,722 $314K
Wiser Wealth Management, Inc 0.10% Add +29.3% 1,721 $314K
Cape Investment Advisory, Inc. 0.14% Add +1.1% 1,720 $314K
Capital Wealth Alliance, LLC 0.18% New 1,717 $313K
B & T Capital Management DBA Alpha Capital Management 0.06% New 1,715 $313K
Obsidian Cio, LLC 0.07% Add +17.1% 1,714 $313K
Private Wealth Group, LLC 0.16% No change 1,709 $312K
TruNorth Capital Management, LLC 0.10% Add +136.5% 1,705 $311K
Lindbrook Capital, LLC 0.03% No change 1,705 $311K
Element Pointe Advisors, LLC 0.08% Reduce -49.9% 1,700 $310K
Summit Asset Management, LLC 0.04% Add +0.1% 1,690 $309K
Horan Securities, Inc. 0.13% Add +7.2% 1,681 $307K
MWA Asset Management 0.22% Reduce -1.2% 1,681 $307K
NBT Bank, N.A. 0.02% No change 1,677 $306K
Lakeside Advisors, INC. 0.20% No change 1,673 $305K
Stockman Wealth Management, Inc. 0.05% Add +43.7% 1,673 $305K
Clark Capital Management Group, Inc. 0.00% Reduce -33.5% 1,668 $304K
WoodTrust Financial Corp 0.05% New 1,654 $302K
Legacy Financial Advisors, Inc. 0.05% Reduce -0.6% 1,653 $302K
Team Hewins, LLC 0.13% Add +12.0% 1,644 $302K
AdvisorNet Financial, Inc 0.03% Reduce -9.2% 1,646 $300K
Delta Investment Management, LLC 0.07% Add +15.7% 1,642 $300K
Richardson Capital Management LLC 0.23% Reduce -24.5% 1,627 $297K
Lineweaver Wealth Advisors, LLC 0.06% Reduce -4.2% 1,626 $297K
Lake Hills Wealth Management, LLC 0.21% No change 1,622 $296K
Calamos Wealth Management LLC 0.02% Reduce -22.6% 1,622 $296K
My Personal CFO, LLC 0.16% Add +5.0% 1,620 $296K
GAMMA Investing LLC 0.04% Add +6.0% 1,617 $295K
Glassman Wealth Services 0.05% No change 1,616 $295K
Excalibur Management Corp. 0.12% New 1,612 $294K
Watchman Group, Inc. 0.09% No change 1,610 $294K
Pointe Capital Management LLC 0.18% No change 1,609 $294K
Goelzer Investment Management, Inc. 0.02% Reduce -14.9% 1,608 $293K
Seelaus Asset Management LLC 0.31% No change 1,607 $293K
Intergy Private Wealth, LLC 0.12% Reduce -3.1% 1,603 $293K
Dixon Fnancial Services, Inc. 0.16% Reduce -21.2% 1,600 $292K
BOK Financial Private Wealth, Inc. 0.02% No change 1,592 $292K
Mayport, LLC 0.10% No change 1,598 $292K
Fragasso Financial Advisors Inc 0.02% Reduce -0.2% 1,597 $291K
Sensible Money, LLC 0.14% No change 1,596 $291K
Phoenix Wealth Advisors 0.15% New 1,587 $290K
Acropolis Investment Management, LLC 0.02% No change 1,582 $289K
Fermata Advisors, LLC 0.07% No change 1,577 $288K
Wealth Management Associates, Inc. 0.13% No change 1,567 $286K
Bouchey Financial Group, Ltd. 0.03% No change 1,564 $286K
Astoria Portfolio Advisors LLC. 0.10% Reduce -4.8% 1,567 $286K
Ipswich Investment Management Co., Inc. 0.07% Reduce -2.5% 1,561 $285K
Belvedere Trading LLC 0.02% Reduce -37.6% 1,560 $285K
Bay Harbor Wealth Management, LLC 0.10% No change 1,552 $285K
Petra Financial Advisors Inc. 0.20% No change 1,559 $285K
Francis Financial, Inc. 0.09% No change 1,555 $284K
High Falls Advisors, Inc 0.07% New 1,555 $284K
New World Advisors LLC 0.08% No change 1,552 $283K
Hamilton Capital, LLC 0.02% Add +16.6% 1,547 $282K
Courier Capital LLC 0.02% No change 1,545 $282K
Intrepid Financial Planning Group LLC 0.12% Reduce -17.0% 1,540 $281K
Bernardo Wealth Planning LLC 0.08% Add +29.9% 1,535 $280K
Keebeck Wealth Management 0.04% No change 1,526 $280K
First Foundation Advisors 0.01% No change 1,527 $279K
Caitlin John, LLC 0.20% Reduce -1.1% 1,523 $278K
Charles Schwab Trust Co 0.03% Add +7.7% 1,523 $278K
Fourpath Capital Management, LLC 0.20% Reduce -0.9% 1,517 $277K
Gould Asset Management LLC 0.06% No change 1,510 $276K
BBR Partners, LLC 0.02% Reduce -69.9% 1,501 $274K
Omega Financial Group, LLC 0.11% No change 1,500 $274K
Trustmark Bank Trust Department 0.02% No change 1,500 $274K
Howard Capital Management Group, LLC 0.02% No change 1,495 $273K
Optivise Advisory Services LLC 0.15% — 1,493 $273K
Clearwater Capital Advisors, LLC 0.03% New 1,490 $272K
Adirondack Trust Co. 0.11% Add +2.9% 1,489 $272K
Canandaigua National Bank & Trust Co. 0.03% New 1,479 $270K
CFO4Life Group, LLC 0.05% Add +15.3% 1,475 $269K
Sonoma Private Wealth LLC 0.44% New 1,470 $268K
Bantamac Capital, LLC 0.16% No change 1,470 $268K
Regency Capital Management Inc.\DE 0.17% New 1,464 $267K
Dash Acquisitions Inc. 0.07% Reduce -1.1% 1,404 $267K
Faithward Advisors, LLC 0.05% Reduce -1.9% 1,459 $266K
Sentinel Trust Co. Lba 0.03% No change 1,455 $266K
Clarity Capital Advisors, LLC 0.20% No change 1,453 $265K
Texas Capital Bancshares Inc 0.11% No change 1,453 $265K
GHP Investment Advisors, Inc. 0.01% No change 1,451 $265K
Hendershot Investments Inc. 0.04% No change 1,450 $265K
tru Independence LLC 0.08% Reduce -14.0% 1,446 $264K
Retirement Income Solutions, Inc. 0.06% No change 1,446 $264K
Clearview Wealth Advisors LLC 0.23% Reduce -4.0% 1,436 $262K
Montis Financial, LLC 0.12% Reduce -57.0% 1,432 $261K
First American Trust, FSB 0.03% No change 1,422 $260K
Windsor Capital Management, LLC 0.08% No change 1,419 $259K
Lodestone Wealth Management LLC 0.14% No change 1,418 $259K
MV Capital Management, Inc. 0.03% No change 1,416 $258K
Tilia Fiduciary Partners, Inc. 0.20% Reduce -0.7% 1,415 $258K
Granite Harbor Advisors, Inc. 0.17% No change 1,413 $258K
Hemenway Trust Co LLC 0.02% Reduce -0.7% 1,409 $257K
Checchi Capital Advisers, LLC 0.02% No change 1,407 $257K
Maripau Wealth Management LLC 0.18% Reduce -1.6% 1,400 $257K
Wrenne Financial Planning LLC 0.18% New 1,405 $256K
Main Street Group, LTD 0.12% Add +0.1% 1,404 $256K
Oldfather Financial Services, LLC 0.10% No change 1,400 $256K
WP Advisors, LLC 0.08% No change 1,399 $255K
Gleason Group, Inc. 0.05% No change 1,396 $255K
GGM Financial LLC 0.23% — 1,396 $255K
Mirador Capital Partners LP 0.05% Reduce -15.0% 1,395 $255K
Alternative Investment Advisors, LLC. 0.15% No change 1,392 $254K
Spectrum Investment Advisors, Inc. 0.19% No change 1,392 $254K
Elevation Wealth Partners, LLC 0.12% No change 1,384 $253K
Smith & Howard Wealth Management, LLC 0.08% No change 1,382 $252K
Cyndeo Wealth Partners, LLC 0.02% Reduce -3.6% 1,382 $252K
Strategy Asset Managers LLC 0.06% New 1,551 $252K
AFS Financial Group, LLC 3.37% Reduce -36.3% 1,377 $251K
JTC Employer Solutions Trustee Ltd 0.02% No change 1,375 $251K
Bruce G. Allen Investments, LLC 0.21% No change 1,368 $250K
Baron Financial Group, LLC 0.16% No change 1,367 $250K
Old Port Advisors 0.07% Reduce -26.8% 1,365 $249K
Whitener Capital Management, Inc. 0.08% No change 1,364 $249K
Independence Bank of Kentucky 0.07% No change 1,362 $249K
Salomon & Ludwin, LLC 0.03% Reduce -63.7% 1,355 $247K
Van Strum & Towne Inc. 0.09% No change 1,348 $246K
MADDEN SECURITIES Corp 0.11% Add +7.3% 1,343 $245K
Adero Partners, LLC 0.02% Reduce -42.9% 1,342 $245K
SMI Advisory Services, LLC 0.06% New 1,329 $244K
Signature Wealth Management Partners, LLC 0.19% New 1,336 $244K
Peddock Capital Advisors, LLC 0.06% No change 1,336 $244K
Able Wealth Management LLC 0.20% No change 1,326 $242K
Colonial River Investments, LLC 0.13% No change 1,325 $242K
Commonwealth Financial Services, LLC 0.05% Add +0.1% 1,309 $241K
Caerus Investment Advisors, LLC 0.24% No change 1,320 $241K
Dominguez Wealth Management Solutions, Inc. 0.18% No change 1,319 $241K
Iowa State Bank 0.05% No change 1,315 $240K
Summit Global Investments 0.02% Add +8.1% 1,315 $240K
STAR Financial Bank 0.18% Reduce -3.2% 1,308 $239K
Wolff Wiese Magana LLC 0.19% No change 1,304 $238K
Corus Family Wealth Advisors 0.20% No change 1,301 $238K
Abbrea Capital, LLC 0.03% Reduce -29.9% 1,290 $237K
Concord Wealth Partners 0.04% No change 1,295 $236K
G2 Capital Management, LLC / Oh 0.07% No change 1,293 $236K
Waterfront Wealth Inc. 0.06% Reduce -4.6% 1,290 $235K
Resources Management Corp. /CT/ 0.03% No change 1,285 $235K
Empirical Asset Management, LLC 0.09% New 6,508 $235K
Traynor Capital Management, Inc. 0.02% Reduce -32.1% 1,277 $233K
Silver Oak Securities, Incorporated 0.04% Add +1.4% 1,277 $233K
ForthRight Wealth Management, LLC 0.08% Reduce -8.7% 1,277 $233K
One Capital Management, LLC 0.01% New 1,275 $233K
Plum Street Advisors, LLC 0.14% Add +13.1% 1,274 $233K
Gries Financial LLC 0.05% Reduce -23.5% 1,273 $232K
WPWealth LLP 0.06% Reduce -28.9% 1,269 $232K
Blue Zone Wealth Advisors, LLC 0.08% New 1,266 $231K
Aviso Financial Inc. 0.01% — 1,257 $229K
Howe & Rusling Inc. 0.02% New 1,255 $229K
Provident Wealth Management, LLC 0.08% No change 1,254 $229K
Barnes Pettey Financial Advisors, LLC 0.20% Reduce -6.0% 1,249 $228K
Biechele Royce Advisors 0.08% Reduce -3.9% 1,247 $228K
Altus Wealth Management, LLC 0.11% Reduce -18.1% 1,248 $228K
Root Financial Partners, LLC 0.05% New 1,243 $227K
AllSquare Wealth Management LLC 0.14% No change 1,239 $226K
Klingenstein Fields & Co. LP 0.01% Reduce -9.0% 1,237 $226K
Acorn Financial Advisory Services Inc. 0.04% Add +0.7% 1,236 $226K
United Bank 0.03% Reduce -2.1% 1,235 $225K
Foster Dykema Cabot & Partners, LLC 0.02% Reduce -1.5% 1,228 $225K
Abound Wealth Management 0.08% Reduce -10.3% 1,230 $225K
Zullo Investment Group, Inc. 0.10% No change 1,225 $224K
Farmers Trust Co. 0.05% No change 1,224 $223K
Transform Wealth, LLC 0.02% No change 1,216 $223K
Veery Capital, LLC 0.09% No change 1,222 $223K
Accent Capital Management, LLC 0.14% Add +71.3% 1,220 $223K
KFA Private Wealth Group, LLC 0.12% No change 1,216 $222K
Next Capital Management LLC 0.09% Reduce -58.7% 1,215 $222K
Cottage Street Advisors LLC 0.13% No change 1,214 $222K
Accurate Wealth Management, LLC 0.05% Reduce -12.0% 1,178 $221K
Isthmus Partners, LLC 0.03% No change 1,211 $221K
Wayfinding Financial, LLC 0.12% Reduce -0.6% 1,205 $221K
Compass Advisory Group LLC 0.10% No change 1,204 $221K
Pin Oak Investment Advisors Inc. 0.21% No change 1,205 $220K
Redwood Wealth Management Group, LLC 0.17% New 1,204 $220K
Financial Connections Group, Inc. 0.11% New 1,197 $218K
Financial Synergies Wealth Advisors, Inc. 0.03% No change 1,190 $218K
Triton Wealth Management, PLLC 0.13% Add +0.4% 1,155 $218K
Selway Asset Management 0.09% No change 1,190 $217K
Fortem Financial Group, LLC 0.09% New 1,189 $217K
West Branch Capital LLC 0.08% No change 1,186 $216K
Resolute Wealth Strategies, LLC 0.12% No change 1,181 $216K
Financial Partners Group, LLC 0.08% No change 1,179 $215K
True North Advisors, LLC 0.06% No change 1,176 $215K
Aveo Capital Partners, LLC 0.02% Reduce -61.0% 1,173 $214K
Hancock Whitney Corp. 0.01% New 1,170 $214K
Obermeyer Wealth Partners 0.01% No change 1,170 $214K
Tyler-Stone Wealth Management 0.09% No change 1,169 $213K
W1M Investment Management Ltd 0.00% Add +1.6% 1,161 $212K
White Knight Strategic Wealth Advisors, LLC 0.21% Reduce -0.6% 1,160 $212K
Alpha Financial Advisors, LLC 0.10% No change 1,159 $212K
Sather Financial Group Inc 0.01% No change 1,156 $211K
Next Level Private LLC 0.10% No change 1,156 $211K
Orgel Wealth Management, LLC 0.01% Reduce -26.3% 1,152 $210K
Park Edge Advisors, LLC 0.06% Reduce -7.3% 1,152 $210K
Advus Financial Partners, LLC 0.06% No change 1,151 $210K
AF Advisors, Inc. 0.04% No change 1,150 $210K
Elevatus Welath Management 0.08% New 1,150 $210K
Triumph Capital Management 0.08% Reduce -15.6% 1,141 $209K
Vance Wealth, LLC 0.09% No change 1,144 $209K
True Link Financial Advisors, LLC 0.02% Reduce -16.4% 1,144 $209K
V2 Financial group LLC 0.14% No change 1,100 $207K
BetterWealth, LLC 0.07% No change 1,133 $207K
apricus wealth, LLC 0.15% Reduce -29.1% 1,133 $207K
Vista Investment Partners LLC 0.07% Add +1.9% 1,128 $206K
Guyasuta Investment Advisors Inc. 0.02% No change 1,208 $206K
Annapolis Financial Services, LLC 0.07% No change 1,122 $205K
Fayez Sarofim & Co 0.00% New 1,122 $205K
Capital Insight Partners, LLC 0.04% New 1,119 $204K
Fernwood Investment Management, LLC 0.06% Add +13.4% 1,117 $204K
Weitzel Financial Services, Inc. 0.10% Add +0.3% 1,119 $204K
Live Oak Private Wealth LLC 0.04% No change 1,115 $204K
Davis Capital Management 0.18% Add +124.8% 1,115 $203K
Waterloo Capital, L.P. 0.02% New 1,112 $203K
Gallagher Fiduciary Advisors, LLC 0.05% Reduce -13.2% 1,109 $202K
Oakworth Capital, Inc. 0.01% Add +8.3% 1,106 $202K
Main Street Research LLC 0.01% No change 1,099 $202K
Pacifica Partners Inc. 0.09% Reduce -15.7% 1,098 $201K
Prudent Investors Network, Inc. 0.07% Reduce -3.5% 1,102 $201K
Landaas & Co. /Wi 0.06% Reduce -28.0% 1,100 $201K
Twin Peaks Wealth Advisors, LLC 0.10% New 1,100 $201K
Strategic Family Wealth Counselors, L.L.C. 0.08% Reduce -18.8% 1,099 $201K
Fortis Capital Management LLC 0.04% Reduce -15.4% 1,099 $201K
Kings Path Partners LLC 0.09% — 1,090 $199K
Nemes Rush Group LLC 0.03% No change 1,056 $193K
Princeton Global Asset Management LLC 0.04% Reduce -5.0% 1,039 $190K
NFSG Corp 0.07% Reduce -5.0% 1,036 $189K
Accordant Advisory Group Inc 0.18% No change 1,013 $185K
First Financial Corp. 0.09% No change 1,000 $183K
PSI Advisors, LLC 0.06% Add +6.2% 977 $178K
Hexagon Capital Partners LLC 0.04% Reduce -6.1% 960 $175K
Toronto Dominion Bank 0.00% Reduce -98.4% 948 $173K
Cedar Wealth Management, LLC 0.06% Reduce -0.6% 936 $171K
CNB Bank 0.08% No change 920 $168K
Glass Jacobson Investment Advisors llc 0.06% Reduce -6.0% 909 $166K
Roble, Belko & Company, Inc 0.03% No change 880 $161K
Tucker Asset Management LLC 0.04% Reduce -24.5% 868 $158K
Godsey & Gibb, Inc. 0.02% No change 864 $158K
SJS Investment Consulting Inc. 0.03% No change 864 $158K
Centennial Bank 0.08% No change 860 $157K
Bogart Wealth, LLC 0.01% Reduce -1.5% 839 $153K
Main Management LLC 0.01% No change 833 $152K
Private Ocean, LLC 0.01% No change 818 $149K
Pacific Capital Wealth Advisors, Inc. 0.03% Add +2.5% 815 $149K
Sanctuary Wealth Management, L.L.C. 0.10% No change 754 $138K
Headlands Technologies LLC 0.01% New 751 $137K
Syntax Research, Inc. 0.11% No change 744 $136K
Center for Financial Planning, Inc. 0.02% Add +115.4% 743 $136K
Briaud Financial Planning Inc 0.08% No change 745 $135K
Planning Capital Management Corp 0.09% New 731 $133K
MCF Advisors LLC 0.01% Reduce -1.6% 716 $131K
Stelac Advisory Services LLC 0.05% No change 707 $130K
Avalon Trust Co 0.01% No change 700 $128K
Mb, Levis & Associates, LLC 0.07% No change 694 $127K
Moisand Fitzgerald Tamayo, LLC 0.02% Reduce -13.7% 691 $126K
Vestor Capital, LLC 0.01% No change 689 $126K
Kiely Wealth Advisory Group, Inc. 0.07% No change 678 $125K
Institutional & Family Asset Management, LLC 0.02% No change 677 $124K
Lynx Investment Advisory 0.09% — 666 $122K
Newton One Investments LLC 0.05% No change 616 $112K
Cullen/Frost Bankers, Inc. 0.00% Reduce -52.3% 615 $112K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% New 605 $111K
Bellevue Asset Management, LLC 0.06% No change 600 $110K
Park Place Capital Corp 0.04% No change 600 $110K
GoalVest Advisory LLC 0.03% No change 598 $109K
Northwest Bank & Trust Co 0.09% No change 576 $105K
Tidemark, LLC 0.05% Reduce -24.8% 570 $104K
Tompkins Financial Corp. 0.01% Add +42.0% 568 $104K
Clearstead Trust, LLC 0.02% No change 549 $100K
Toth Financial Advisory Corp. 0.01% No change 547 $100K
Investors Research Corp 0.02% New 544 $99K
Fairway Wealth LLC 0.06% New 540 $99K
Evermay Wealth Management LLC 0.02% No change 534 $98K
HWG Holdings LP 0.04% — 530 $97K
Avondale Wealth Management 0.06% No change 517 $94K
Twin Lakes Capital Management, LLC 0.06% No change 511 $93K
Criterion Capital Advisors, LLC 0.06% No change 500 $91K
Brown, Lisle/Cummings, Inc. 0.03% No change 495 $90K
Clean Yield Group 0.03% New 486 $89K
Colonial Trust Co / SC 0.01% Add +41.8% 458 $84K
WFA Asset Management Corp 0.05% No change 455 $83K
REAP Financial Group, LLC 0.02% No change 446 $81K
Allianz SE 0.00% No change 441 $81K
Colonial Trust Advisors 0.01% No change 426 $78K
SOA Wealth Advisors, LLC. 0.02% Add +33.5% 418 $76K
Stuart Chaussee & Associates, Inc. 0.02% No change 410 $75K
Janiczek Wealth Management, LLC 0.02% No change 409 $75K
M&R Capital Management Inc. 0.02% No change 392 $72K
Fortitude Family Office, LLC 0.04% No change 392 $72K
Winch Advisory Services, LLC 0.02% No change 356 $65K
Register Financial Advisors LLC 0.03% No change 354 $65K
Founders Capital Management 0.04% Reduce -46.1% 350 $64K
Castleview Partners, LLC 0.04% New 342 $62K
Allspring Global Investments Holdings, LLC 0.00% Add +84.6% 336 $61K
MidAtlantic Capital Management, Inc. 0.05% No change 335 $61K
Eukles Asset Management 0.02% No change 314 $57K
Highline Wealth Partners LLC 0.02% No change 313 $57K
Gradient Investments LLC 0.00% Add +11.9% 300 $55K
Triad Wealth Partners, LLC 0.03% New 299 $55K
Atlantic Private Wealth, LLC 0.04% No change 297 $54K
JDM Financial Group LLC 0.04% Add +78.7% 293 $53K
Spectrum Wealth Counsel, LLC 0.01% Reduce -3.7% 288 $52K
Silicon Valley Capital Partners 0.01% No change 286 $52K
Horrell Capital Management, Inc. 0.01% No change 274 $50K
Denver PWM, LLC 0.02% New 266 $49K
Balefire, LLC 0.02% Add +17.8% 265 $48K
American National Bank & Trust 0.01% Add +146.7% 264 $48K
Core Alternative Capital 0.01% No change 261 $48K
Legacies Wealth LLC 0.04% No change 250 $46K
Sittner & Nelson, LLC 0.02% No change 250 $46K
Valley Wealth Managers, Inc. 0.00% No change 245 $45K
Dogwood Wealth Management LLC 0.03% No change 243 $44K
Cassady Schiller Wealth Management, LLC 0.02% No change 239 $44K
Horizons Wealth Management 0.03% No change 222 $42K
Private Wealth Management Group, LLC 0.02% No change 214 $39K
Byrne Asset Management LLC 0.03% No change 209 $38K
Beaird Harris Wealth Management, LLC 0.00% No change 209 $38K
CBIZ Investment Advisory Services, LLC 0.00% No change 208 $38K
Global Trust Asset Management, LLC 0.01% No change 201 $37K
Cedar Mountain Advisors, LLC 0.01% No change 198 $36K
New England Capital Financial Advisors LLC 0.02% No change 192 $35K
Opal Wealth Advisors, LLC 0.01% No change 185 $34K
HighMark Wealth Management LLC 0.02% Add +371.8% 184 $34K
Providence Capital Advisors, LLC 0.01% New 181 $33K
Bangor Savings Bank 0.00% Add +14.7% 180 $33K
FPC Investment Advisory, Inc. 0.03% No change 172 $33K
McIlrath & Eck, LLC 0.00% No change 178 $32K
Thompson Investment Management, Inc. 0.01% No change 175 $32K
Cornerstone Planning Group LLC 0.01% Add +26.4% 163 $29K
Rain Capital Management, LLC 0.02% No change 162 $29K
Anfield Capital Management, LLC 0.01% No change 160 $29K
Halpern Financial, Inc. 0.01% Reduce -65.3% 160 $29K
Raleigh Capital Management Inc. 0.01% No change 158 $29K
WealthCollab, LLC 0.02% No change 148 $27K
Piscataqua Savings Bank 0.02% No change 148 $27K
Eagle Bay Advisors LLC 0.02% No change 140 $26K
1620 Investment Advisors, Inc. 0.02% New 140 $26K
Family Firm, Inc. 0.01% New 136 $25K
Y.D. More Investments Ltd 0.00% No change 136 $25K
Tower Research Capital LLC (TRC) 0.00% New 133 $24K
True Wealth Design, LLC 0.01% Reduce -17.0% 122 $22K
Valued Wealth Advisors LLC 0.01% No change 115 $21K
Rosenberg Matthew Hamilton 0.01% Reduce -10.8% 115 $21K
Atwood & Palmer Inc. 0.00% No change 113 $21K
Milestone Investment Advisors LLC 0.01% No change 112 $20K
Washington Trust Advisors, Inc. 0.00% No change 108 $20K
CarsonAllaria Wealth Management, Ltd. 0.01% No change 104 $19K
United Community Bank 0.01% No change 103 $19K
Hobbs Group Advisors, LLC 0.01% — 102 $19K
Country Trust Bank 0.00% Add +5000.0% 102 $19K
Steph & Co. 0.01% No change 100 $18K
DiNuzzo Private Wealth, Inc. 0.00% No change 100 $18K
Avion Wealth 0.01% No change 102 $18K
Horizon Financial Services, LLC 0.01% Reduce -71.4% 91 $17K
Chelsea Counsel Co. 0.01% No change 88 $16K
First United Bank & Trust 0.01% New 82 $15K
Central Pacific Bank - Trust Division 0.00% No change 82 $15K
Signature Resources Capital Management, LLC 0.01% Add +102.5% 81 $15K
WR Wealth Planners, LLC 0.00% No change 70 $13K
Kelly Financial Services LLC 0.00% Reduce -17.5% 66 $12K
Bank of New Hampshire 0.00% Add +12.5% 63 $12K
Guardian Wealth Management, Inc. 0.01% No change 60 $11K
Northwest Capital Management Inc 0.00% Reduce -85.6% 59 $11K
Centerpoint Advisors, LLC 0.00% No change 50 $9K
AlphaMark Advisors, LLC 0.00% No change 50 $9K
Delta Asset Management LLC 0.00% Reduce -38.0% 49 $9K
Central Bank & Trust Co. 0.00% No change 47 $9K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 46 $8K
VitalStone Financial, LLC 0.01% No change 46 $8K
Security National Bank 0.00% Reduce -33.3% 44 $8K
Clarity Asset Management, Inc. 0.01% No change 41 $7K
Thomas J. Herzfeld Advisors, Inc. 0.00% New 39 $7K
Abich Financial Wealth Management LLC 0.00% New 37 $7K
Parkside Financial Bank & Trust 0.00% No change 36 $7K
Morton Brown Family Wealth, LLC 0.00% No change 34 $6K
McClarren Financial Advisors, Inc. 0.06% Reduce -72.4% 9,857 $6K
Costello Asset Management, INC 0.00% No change 34 $6K
Gold Investment Management Ltd. 0.00% No change 33 $6K
Kozak & Associates, Inc. 0.00% Add +3.3% 31 $6K
Bank & Trust Co 0.00% — 30 $5K
Birchbrook, Inc. 0.00% No change 30 $5K
TFC Financial Management, Inc. 0.00% No change 30 $5K
Oliver Lagore Vanvalin Investment Group 0.00% Add +150.0% 25 $5K
First Pacific Financial 0.00% No change 24 $4K
Rakuten Securities, Inc. 0.00% Reduce -82.3% 24 $4K
ORG Partners LLC 0.00% New 15 $3K
Bear Mountain Capital, Inc. 0.00% No change 14 $3K
Activest Wealth Management 0.00% No change 14 $3K
PayPay Securities Corp 0.15% Reduce -72.2% 10 $2K
LGT Financial Advisors LLC 0.00% No change 10 $2K
Hershey Financial Advisers, LLC 0.00% — 9 $2K
Evolution Advisers, Inc. 0.00% No change 10 $1K
Strengthening Families & Communities, LLC 0.00% New 4 $1K
Gould Capital, LLC 0.00% New 5 $913

"% of holder's portfolio" is VIG's weight in each manager's 13F, not the share of Vanguard Dividend Apprec ETF the manager owns.