Vanguard Dividend Apprec ETFVIGETF

13F holders, Q4 2024 (December 31)
2,321holders +214
97new positions
62sold out
4famous investors
$195.81avg. 13F price*

At the end of Q4 2024, 2,321 institutions reported holding Vanguard Dividend Apprec ETF (VIG) in their 13F filings, up 214 from Q3 2024. 97 opened new positions and 62 sold out. The largest holders were Bank of America Corp. ($4.8B), Morgan Stanley ($2.4B) and Wells Fargo & Company ($2.1B). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions97$131.9M
Exits62$201.8M

All 13F filers, Q3 2024 → Q4 2024: 12,741,872 shares bought and 3,661,316 shares sold, net +9,080,556 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,321 holders

Bank of America Corp. 0.45% Add +17.1% 24,743,391 $4.8B
Morgan Stanley 0.17% Add +2.3% 12,423,454 $2.4B
Wells Fargo & Company 0.50% Add +8.6% 10,520,396 $2.1B
Vanguard Group Inc. 0.03% Add +3.2% 9,709,264 $1.9B
Wealthfront Advisers LLC 3.93% Add +0.6% 6,864,832 $1.3B
UBS Group AG 0.29% Add +2.7% 6,559,440 $1.3B
LPL Financial LLC 0.48% Add +3.6% 6,016,294 $1.2B
Raymond James Financial Inc. 0.38% — 5,229,633 $1.0B
HB Wealth Management, LLC 9.65% Add +1.7% 4,868,929 $942.9M
JPMorgan Chase & Co. 0.06% Add +12.5% 3,706,186 $725.8M
Royal Bank of Canada 0.16% Add +0.1% 3,697,234 $724.0M
Commonwealth Equity Services, LLC 0.82% Add +2.4% 2,877,375 $563.5M
Ameriprise Financial Inc. 0.12% Add +1.8% 2,417,737 $473.5M
Envestnet Asset Management Inc. 0.14% Add +2.7% 2,275,966 $445.7M
HighTower Advisors, LLC 0.59% Reduce -0.8% 2,194,048 $429.7M
Signaturefd, LLC 7.08% Reduce -0.4% 1,906,227 $373.3M
Prudential Financial Inc. 0.43% Add +7822.0% 1,604,684 $314.2M
Northwestern Mutual Wealth Management Co. 0.25% Add +0.3% 1,506,358 $295.0M
Bank of New York Mellon Corp 0.05% Reduce -14.4% 1,452,513 $284.4M
Osaic Holdings, Inc. 0.63% Reduce -5.4% 1,431,034 $280.4M
Mariner, LLC 0.47% Add +11.7% 1,429,938 $280.0M
Modera Wealth Management, LLC 3.29% Add +1.3% 1,391,934 $272.6M
Trust Point Inc. 17.91% Add +4.4% 1,318,508 $258.2M
Wealth Enhancement Advisory Services, LLC 0.47% Add +33.9% 1,252,651 $245.3M
Howard Capital Management, LLC 3.67% Add +0.0% 1,208,325 $236.6M
Joel Isaacson & Co., LLC 10.61% Add +4.2% 1,201,685 $235.3M
Creative Planning 0.21% Add +16.5% 1,103,362 $216.1M
Stifel Financial Corp. 0.21% Add +2.8% 1,038,825 $203.4M
Captrust Financial Advisors 0.58% Add +1.0% 1,035,805 $202.8M
Manufacturers Life Insurance Company, The 0.16% Reduce -1.2% 956,479 $187.3M
Aspiriant, LLC 6.73% Reduce -1.8% 951,430 $186.3M
MAI Capital Management 1.36% Add +3.3% 929,219 $182.0M
Truist Financial Corp. 0.28% Reduce -3.0% 923,630 $180.9M
Corient Private Wealth LP 0.30% Reduce -3.8% 940,624 $179.1M
Cambridge Investment Research Advisors, Inc. 0.59% Add +0.9% 897,884 $175.8M
Jones Financial Companies LLLP 0.16% Add +23.1% 860,651 $168.5M
Brown Advisory Inc. 0.21% Reduce -5.5% 848,328 $166.1M
Cetera Investment Advisers 0.35% Add +1.9% 847,817 $166.0M
Waverly Advisors, LLC 2.55% Add +3.7% 840,124 $164.5M
Bank of Montreal 0.08% Reduce -5.9% 824,991 $161.6M
Nicholas Hoffman & Company, LLC. 6.30% Add +6.0% 804,288 $157.5M
Goldman Sachs Group Inc. 0.03% Add +6.0% 760,920 $149.0M
Retirement Planning Group, LLC 7.37% Add +8.5% 747,736 $146.4M
Rockefeller Capital Management L.P. 0.35% Add +2.8% 698,272 $136.7M
Northeast Financial Consultants Inc 5.53% Reduce -0.6% 670,077 $131.2M
Baird Financial Group, Inc. 0.25% Add +0.6% 658,932 $129.0M
Blair William & Co. 0.37% Reduce -0.5% 650,925 $127.5M
Cerity Partners LLC 0.27% Add +9.4% 638,877 $125.1M
Cresset Asset Management, LLC 0.60% Add +1.3% 631,483 $123.7M
Confluence Wealth Services, Inc. 7.89% Add +9.3% 599,251 $121.3M
Glenmede Trust Co. NA 0.60% Reduce -5.7% 602,771 $118.0M
Private Advisor Group, LLC 0.66% Add +3.3% 596,151 $116.7M
Robertson Stephens Wealth Management, LLC 4.10% Add +53.3% 587,326 $115.0M
DAVENPORT & Co LLC 0.67% Add +4.8% 585,743 $114.7M
MML Investors Services, LLC 0.38% Add +3.8% 562,757 $110.2M
Fifth Third Bancorp 0.40% Reduce -2.2% 556,177 $108.9M
3EDGE Asset Management, LP 6.65% Add +13.6% 550,500 $107.8M
Focus Partners Wealth 0.28% Reduce -36.3% 543,877 $106.5M
Janney Montgomery Scott LLC 0.29% Reduce -1.7% 530,101 $103.8M
Stokes Family Office, LLC 10.57% Reduce -0.5% 505,578 $99.0M
Sanctuary Advisors, LLC 0.58% Reduce -1.4% 450,347 $91.4M
Mercer Global Advisors Inc. 0.22% Reduce -6.1% 465,227 $91.1M
Franklin Resources Inc. 0.02% Reduce -1.4% 446,703 $87.5M
TD Private Client Wealth LLC 2.44% Add +4.6% 446,037 $87.3M
Enclave Advisors LLC 13.14% Reduce -9.5% 407,923 $79.9M
Kestra Advisory Services, LLC 0.44% Reduce -21.1% 407,488 $79.8M
Haverford Trust Co 0.78% Add +4.7% 398,871 $78.1M
Independent Advisor Alliance 1.03% Add +19950.5% 397,601 $77.9M
Steward Partners Investment Advisory, LLC 0.69% Add +5.2% 394,411 $77.2M
Park Avenue Securities LLC 0.73% Add +4.8% 363,179 $71.1M
FMR LLC 0.00% Add +7.5% 360,184 $70.5M
Atria Wealth Solutions, Inc. 0.76% Reduce -7.4% 354,077 $69.3M
WMS Partners, LLC 3.88% Add +8.5% 353,195 $69.2M
Systematic Alpha Investments, LLC 2.55% No change 353,000 $69.1M
Hubbell Strickland Wealth Management, LLC 32.72% Reduce -0.4% 352,439 $69.0M
Brookstone Capital Management 0.96% Reduce -14.7% 336,609 $65.9M
Paragon Capital Management Ltd 13.18% Reduce -1.6% 335,046 $65.6M
CW Advisors, LLC 0.89% Add +0.4% 330,139 $64.7M
Provenance Wealth Advisors, LLC 8.27% Reduce -0.1% 326,667 $64.0M
NewEdge Advisors, LLC 0.38% Reduce -6.6% 319,956 $62.7M
Berkshire Money Management, Inc. 6.67% Add +1.4% 313,152 $61.3M
Performance Wealth Partners, LLC 1.96% Add +0.2% 310,643 $60.8M
Ieq Capital, LLC 0.58% Add +0.8% 305,686 $59.9M
360 Financial, Inc. 21.63% Add +2.4% 305,489 $59.8M
&partners 0.71% Add +71.7% 300,345 $58.9M
PNC Financial Services Group, Inc. 0.04% Add +6.9% 291,576 $57.1M
Baltimore-Washington Financial Advisors, Inc. 2.95% Add +3.4% 289,870 $56.8M
Advisor OS, LLC 6.31% Add +1.2% 278,071 $54.5M
Beacon Pointe Advisors, LLC 0.60% Add +2.5% 276,789 $54.2M
GLOBALT Investments LLC / GA 2.00% Reduce -3.5% 266,747 $52.2M
MJP Associates Inc. 9.27% Add +3.5% 263,483 $51.6M
PDS Planning, Inc 4.58% Add +0.8% 262,997 $51.5M
Evensky & Katz LLC 3.30% Add +0.6% 257,932 $50.5M
Planning Alternatives Ltd. 7.68% Add +1.2% 255,257 $50.0M
Resonant Capital Advisors, LLC 3.61% Add +0.6% 252,834 $49.5M
Principle Wealth Partners LLC 3.44% Reduce -1.4% 249,917 $48.9M
Wealth Architects, LLC 5.44% Add +3.9% 245,954 $48.2M
Northern Trust Corp. 0.01% Add +9.6% 237,734 $46.6M
New England Private Wealth Advisors LLC 7.25% Add +2.2% 233,700 $45.8M
Rational Advisors, Inc. 4.62% Reduce -7.2% 232,465 $45.5M
US Bancorp \de 0.06% Add +1.1% 231,253 $45.3M
Equitable Holdings, Inc. 0.43% Reduce -0.3% 229,878 $45.0M
Buska Wealth Management, LLC 14.22% Add +5.8% 226,849 $44.4M
Pathstone Holdings, LLC 0.19% Reduce -0.9% 223,342 $43.7M
Citigroup Inc. 0.04% Add +26.2% 219,369 $43.0M
Intellus Advisors LLC 7.14% — 210,531 $41.2M
American Financial Advisors, LLC 5.79% Reduce -1.5% 209,843 $41.1M
Mosaic Advisors LLC 48.01% Reduce -1.6% 208,730 $40.9M
E&G Advisors, LLC 10.95% Reduce -0.4% 206,358 $40.4M
Noble Family Wealth, LLC 10.98% Add +0.7% 203,557 $39.9M
Cerity Partners OCIO LLC 2.64% New 203,026 $39.8M
Two Sigma Investments, LP 0.10% Add +6.3% 202,203 $39.6M
Ballentine Partners, LLC 0.66% Reduce -0.0% 198,111 $38.8M
Connecticut Wealth Management, LLC 1.89% Reduce -0.4% 196,248 $38.4M
TD Capital Management LLC 3.86% Reduce -1.5% 194,007 $38.0M
Kohmann Bosshard Financial Services, LLC 4.45% Reduce -3.3% 189,301 $37.1M
Frazier Financial Advisors, LLC 29.26% Reduce -0.4% 188,371 $36.9M
Prime Capital Investment Advisors, LLC 0.53% Reduce -1.0% 186,109 $36.4M
Howard Financial Services, LTD. 4.87% Add +0.7% 182,924 $35.8M
Avantax Advisory Services, Inc. 0.22% Add +8.2% 182,821 $35.8M
D.A. Davidson & Co. 0.29% Add +4.2% 178,872 $35.0M
M&T Bank Corp 0.12% Add +0.1% 178,334 $34.9M
Eclectic Associates Inc. 10.21% Reduce -0.6% 176,239 $34.5M
Mesirow Financial Investment Management, Inc. 0.68% Reduce -49.1% 175,853 $34.4M
Laurel Wealth Advisors LLC 5.34% Reduce -0.4% 174,614 $34.2M
Florida Trust Wealth Management Co 1.09% Add +0.6% 174,420 $34.2M
Arlington Trust Co LLC 7.09% Add +3.0% 171,932 $33.7M
Baron Silver Stevens Financial Advisors, LLC 5.60% Add +3.0% 168,615 $33.0M
Avantax Planning Partners, Inc. 1.18% Reduce -2.3% 166,922 $32.7M
Stephens Inc. 0.46% Add +1.0% 166,124 $32.5M
Edge Capital Group, LLC 1.45% Add +3.6% 166,091 $32.5M
Old Mission Investment Co LLC 9.65% Add +4.8% 164,783 $32.3M
Evoke Wealth, LLC 0.89% Reduce -0.4% 163,764 $32.1M
Arlington Partners LLC 12.28% Add +1350.5% 161,511 $31.6M
Diversified Trust Co. 0.77% Add +0.7% 160,982 $31.5M
Capital Advisors Wealth Management, LLC 5.60% Add +4.0% 160,494 $31.4M
Human Investing LLC 5.51% Add +4.5% 158,525 $31.0M
Capital Advisors, Ltd. LLC 3.89% Reduce -1.2% 157,409 $30.8M
Townsquare Capital LLC 0.35% Add +58.9% 156,919 $30.7M
Novem Group 4.55% — 156,393 $30.6M
FIDELIS iM, LLC 14.62% Reduce -7.3% 152,077 $29.8M
Oak Hill Wealth Advisors, LLC 7.04% — 150,932 $29.6M
First Manhattan Co. Llc. 0.09% Add +0.1% 149,253 $29.2M
Investment Advisory Services Inc. /TX 10.25% Add +2.1% 148,535 $29.1M
Valmark Advisers, Inc. 0.45% Add +0.5% 148,356 $29.1M
Gray Wealth Management Inc. 11.00% Add +4.6% 148,029 $29.0M
Firestone Capital Management 7.12% Add +0.1% 146,365 $28.7M
Seneca Financial Advisors LLC 14.14% Reduce -1.8% 145,420 $28.5M
Essential Planning, LLC. 0.18% Add +4322.1% 141,197 $28.2M
ProVise Management Group, LLC 2.41% Reduce -6.1% 143,828 $28.2M
GEN Financial Management, INC. 18.13% — 142,603 $27.9M
Studio Investment Management LLC 5.92% Add +1.3% 142,199 $27.8M
Agf Management Ltd. 0.14% Reduce -0.9% 141,261 $27.7M
Prodigy Asset Management LLC 23.56% — 141,042 $27.6M
Advisory Alpha, LLC 0.97% Reduce -0.7% 139,177 $27.3M
Crane Advisory, LLC 4.77% Add +6.5% 138,643 $27.2M
NewEdge Wealth, LLC 0.47% Add +0.2% 138,019 $27.0M
Clearstead Advisors, LLC 0.41% Add +2.9% 137,677 $27.0M
Crews Bank & Trust 4.38% — 132,614 $26.0M
Granite FO LLC 14.75% Reduce -0.4% 131,830 $25.8M
Northeast Investment Management 1.14% Add +3.5% 131,706 $25.8M
Scotia Capital Inc. 0.14% Add +0.2% 131,237 $25.7M
Searcy Financial Services Inc. 11.84% Reduce -0.2% 130,921 $25.6M
Allworth Financial LP 0.14% Add +0.3% 127,285 $25.6M
Klaas Financial Asset Advisors, LLC 4.41% Add +0.7% 127,848 $25.0M
KilterHowling LLC 14.29% Add +23.7% 122,826 $25.0M
McCarthy Asset Management, Inc. 17.43% Reduce -4.3% 126,121 $24.7M
Mutual Advisors, LLC 0.72% Add +1.5% 124,759 $24.7M
Betterment LLC 0.06% Add +20.2% 124,476 $24.4M
Lodestar Private Asset Management LLC 3.04% Add +0.8% 124,183 $24.3M
Compton Wealth Advisory Group, LLC 6.26% Reduce -4.8% 123,959 $24.3M
EP Wealth Advisors, LLC 0.20% Reduce -7.2% 123,192 $24.1M
MTM Financial Group, LLC 14.38% Add +0.9% 122,803 $24.0M
JNBA Financial Advisors 2.42% Reduce -4.5% 121,104 $23.7M
Select Asset Management & Trust 9.13% Add +6.6% 120,302 $23.6M
Graves Light Lenhart Wealth, Inc. 2.92% Reduce -0.8% 119,778 $23.5M
Capital Advantage, Inc. 4.24% Add +0.2% 118,945 $23.3M
Prepared Retirement Institute LLC 13.24% Add +10.3% 118,448 $23.2M
Montag A & Associates Inc. 1.09% Reduce -1.0% 116,506 $22.8M
CENTRAL TRUST Co 0.56% Reduce -4.0% 116,285 $22.8M
Cornerstone Advisory, LLC 2.56% Add +81.7% 110,631 $22.6M
Wharton Business Group, LLC 1.01% Add +0.2% 114,803 $22.5M
EverSource Wealth Advisors, LLC 1.26% Reduce -8.4% 114,159 $22.4M
Annex Advisory Services, LLC 0.67% Add +0.2% 114,095 $22.3M
Roof Eidam Maycock Peralta, LLC 5.69% Add +0.9% 112,513 $22.0M
Ariston Services Group 19.07% No change 112,352 $22.0M
J.W. Cole Advisors, Inc. 0.89% Add +1.8% 112,026 $21.9M
JT Stratford LLC 3.61% Add +4.0% 111,743 $21.9M
AMG National Trust Bank 0.60% Add +1.1% 111,053 $21.7M
Compass Financial Group, INC 4.12% Add +0.4% 110,912 $21.7M
Comerica Bank 0.09% Add +1.1% 109,668 $21.5M
Goepper Burkhardt LLC 8.63% Reduce -0.1% 108,529 $21.3M
Coldstream Capital Management Inc. 0.45% Add +0.2% 108,521 $21.3M
National Bank of Canada 0.03% Reduce -30.0% 108,496 $21.2M
Nikulski Financial, Inc. 6.09% Reduce -0.7% 105,807 $20.7M
Rwa Wealth Partners, LLC 0.25% Reduce -1.2% 105,397 $20.6M
Advisory Services Network, LLC 0.38% Add +4.4% 105,279 $20.6M
Western Wealth Management, LLC 1.10% Reduce -2.3% 105,078 $20.6M
Cwm, LLC 0.09% Add +3.7% 104,535 $20.5M
OneDigital Investment Advisors LLC 0.24% Reduce -3.7% 104,433 $20.5M
SBI Securities Co., Ltd. 0.63% — 103,931 $20.4M
Stratos Wealth Partners, LTD. 0.29% Add +4.4% 103,380 $20.2M
Consolidated Capital Management, LLC 8.69% Add +0.9% 101,726 $19.9M
Tradition Wealth Management, LLC 1.73% Reduce -5.8% 100,323 $19.6M
Jackson, Grant Investment Advisers, Inc. 7.55% Add +1.0% 100,233 $19.6M
Fusion Capital, LLC 7.89% Add +2.4% 99,963 $19.6M
Family Manage LLC 3.17% Reduce -1.4% 101,115 $19.6M
Carnegie Investment Counsel 0.56% Add +1.8% 99,461 $19.5M
Family CFO Inc 10.71% Add +3.4% 99,345 $19.5M
Associated Banc-Corp 0.58% Add +10.4% 98,897 $19.4M
Susquehanna International Group, LLP 0.03% Add +322.1% 98,760 $19.3M
PFG Advisors 1.18% Reduce -2.3% 98,467 $19.3M
Focus Financial Network, Inc. 0.76% Add +8.3% 97,307 $19.1M
McCarthy & Cox 6.56% Reduce -1.6% 96,491 $18.9M
Smith Anglin Financial, LLC 1.76% Reduce -4.7% 95,801 $18.8M
Integrated Advisors Network LLC 0.89% Add +8.4% 95,176 $18.6M
CreativeOne Wealth, LLC 0.57% Add +9.9% 94,540 $18.5M
Snowden Capital Advisors LLC 0.58% Add +0.2% 94,441 $18.5M
Cornerstone Wealth Management, LLC 1.25% Reduce -1.2% 94,368 $18.5M
Mgo One Seven LLC 0.71% Add +45.9% 94,169 $18.4M
Addison Advisors LLC 5.13% Add +0.1% 94,129 $18.4M
Ameritas Advisory Services, LLC 0.64% Add +58.4% 94,026 $18.4M
LM Advisors LLC 3.31% Add +10.0% 93,633 $18.3M
Romano Brothers and Company 2.30% Add +1.6% 93,067 $18.2M
Sound View Wealth Advisors Group, LLC 1.47% Add +1.5% 93,046 $18.2M
Clarity Wealth Advisors, LLC 4.97% Add +5.8% 93,044 $18.2M
Whitegate Investment Counselors, Inc. 6.22% Reduce -14.2% 92,589 $18.1M
Cahill Financial Advisors Inc. 2.45% Reduce -2.6% 92,246 $18.1M
FAS Wealth Partners, Inc. 1.49% Reduce -5.2% 90,777 $17.8M
Snider Financial Group 5.51% Add +0.3% 90,777 $17.8M
DDFG, Inc 5.11% Reduce -0.9% 90,392 $17.7M
Lido Advisors, LLC 0.11% Add +0.4% 89,914 $17.6M
Hanover Advisors Inc. 7.39% Add +0.8% 89,887 $17.6M
Flagship Harbor Advisors, LLC 0.92% Add +2.8% 89,117 $17.5M
Mittelman Wealth Management 16.24% Reduce -45.9% 89,116 $17.5M
Zions Bancorporation, N.A. 1.10% Add +35.8% 88,789 $17.4M
Smith, Moore & Co. 1.59% Reduce -3.6% 88,685 $17.4M
Coston, McIsaac & Partners 5.14% Reduce -1.7% 88,588 $17.3M
Americana Partners, LLC 0.70% Add +6.4% 88,129 $17.3M
Burns J W & Co. Inc. 2.20% Add +11.1% 88,110 $17.3M
Beacon Investment Advisory Services, Inc. 0.74% Add +4.3% 87,346 $17.1M
CM Wealth Advisors LLC 5.50% Add +0.3% 85,917 $16.8M
CRA Financial Services, LLC 2.87% Reduce -6.1% 85,284 $16.7M
Kingsview Wealth Management, LLC 0.32% Reduce -0.1% 84,571 $16.6M
Carolinas Wealth Consulting LLC 3.23% Reduce -8.0% 83,930 $16.4M
Martel Wealth Advisors LLC 3.18% Reduce -3.4% 83,239 $16.3M
Citizens Financial Group Inc. 0.32% Reduce -0.6% 83,237 $16.3M
Forbes J M & Co. LLP 1.56% Add +0.5% 83,025 $16.3M
Onyx Bridge Wealth Group LLC 2.32% Add +0.3% 82,350 $16.1M
Wealthcare Advisory Partners LLC 0.44% Reduce -3.5% 80,611 $15.8M
Venture Visionary Partners LLC 0.67% Add +1.6% 80,467 $15.8M
Hapanowicz & Associates Financial Services, Inc 7.91% Reduce -0.3% 80,386 $15.7M
Rothschild Investment LLC 1.03% Add +1.1% 80,323 $15.7M
Gladstone Institutional Advisory LLC 0.73% Add +4.7% 80,065 $15.7M
Curi Capital, LLC 0.36% Reduce -1.4% 79,275 $15.5M
Asset Management Group, Inc. 2.75% Add +0.2% 79,116 $15.5M
Amara Financial, Llc. 14.24% Add +3.5% 78,795 $15.4M
Mosaic Financial Group, LLC 11.01% Reduce -0.9% 78,369 $15.3M
D.B. Root & Company, LLC 4.88% Add +0.6% 78,345 $15.3M
Employees' Retirement Fund of the City of Fort Worth 7.13% No change 78,051 $15.3M
Family Investment Center, Inc. 3.83% Reduce -0.0% 77,152 $15.1M
Flywheel Private Wealth LLC 13.78% — 76,551 $15.0M
Aspen Grove Capital, LLC 3.17% Add +1.5% 76,295 $14.9M
Carr Financial Group Corp 4.69% Reduce -12.6% 76,178 $14.9M
HBK Sorce Advisory LLC 0.45% Reduce -3.8% 75,288 $14.7M
Planning Directions Inc. 8.49% Reduce -4.0% 74,691 $14.6M
High Net Worth Advisory Group LLC 4.06% Reduce -3.9% 74,241 $14.5M
Rovin Capital /Ut/ 5.21% Reduce -7.0% 73,937 $14.5M
FRG Family Wealth Advisors LLC 2.62% Reduce -3.7% 73,666 $14.4M
Cozad Asset Management Inc. 1.34% Reduce -0.1% 73,328 $14.4M
Paradigm Capital Management, LLC 13.61% Add +1.3% 73,320 $14.4M
Wheelhouse Advisory Group LLC 8.46% Add +4.6% 72,742 $14.2M
Visionary Wealth Advisors 0.83% Add +8.4% 72,127 $14.1M
Natixis Advisors, LLC 0.03% Add +14.5% 71,852 $14.1M
Aptus Capital Advisors, LLC 0.17% Add +10.8% 71,507 $14.0M
Syon Capital LLC 1.25% Reduce -7.5% 71,172 $13.9M
Kraft, Davis & Associates, LLC 3.97% Add +8.8% 68,539 $13.9M
Concurrent Investment Advisors, LLC 0.38% Reduce -4.4% 71,019 $13.9M
SVB Wealth LLC 0.26% New 70,644 $13.8M
Dakota Wealth Management 0.32% Add +7.4% 70,354 $13.8M
BNP Paribas Financial Markets 0.01% Reduce -6.5% 69,721 $13.7M
Focus Partners Advisor Solutions, LLC 0.23% Add +71.4% 69,558 $13.6M
Composition Wealth, LLC 0.27% Reduce -8.1% 69,034 $13.5M
SWAN Capital LLC 6.58% Add +18.7% 68,916 $13.5M
Motive Wealth Advisors 7.22% Add +2.0% 68,639 $13.4M
Kitching Partners, LLC 17.23% Add +4.3% 68,550 $13.4M
Regal Investment Advisors LLC 1.01% Reduce -0.9% 68,460 $13.4M
Cascades Capital Asset Management, LLC 7.33% Add +11.3% 68,429 $13.4M
Evergreen Capital Management LLC 0.43% Reduce -0.7% 68,221 $13.4M
Oak Harvest Investment Services 1.86% Reduce -5.6% 68,062 $13.3M
Whittier Trust Co. 0.17% Reduce -2.1% 67,688 $13.3M
Circle Wealth Management, LLC 0.28% Reduce -0.6% 67,300 $13.2M
Pettyjohn, Wood & White, Inc. 2.41% Reduce -1.3% 67,281 $13.2M
Journey Advisory Group, LLC 1.58% No change 72,037 $13.2M
Garde Capital, Inc. 0.87% Reduce -10.0% 67,134 $13.1M
Old National Bancorp 0.31% Add +8.8% 67,077 $13.1M
HHM Wealth Advisors, LLC 1.78% Add +0.5% 66,990 $13.1M
Perigon Wealth Management, LLC 0.32% Add +2.0% 66,288 $13.1M
JFS Wealth Advisors, LLC 0.89% Reduce -0.7% 66,250 $13.0M
Great Valley Advisor Group, Inc. 0.29% Add +1.8% 66,135 $13.0M
Fifth Third Wealth Advisors LLC 0.70% Add +53.9% 66,070 $12.9M
CIBC Private Wealth Group LLC 0.02% Reduce -16.5% 66,072 $12.9M
Patriot Investment Management Group, Inc. 0.96% Reduce -2.1% 65,744 $12.9M
NWF Advisory Services Inc. 1.88% Add +8.3% 65,401 $12.8M
Kestra Private Wealth Services, LLC 0.22% Add +2.9% 64,925 $12.7M
Mather Group, Llc. 0.16% Add +0.0% 64,681 $12.7M
SouthState Bank Corp 0.83% Add +2.3% 64,427 $12.6M
Essex Financial Services, Inc. 0.88% Add +8.9% 63,877 $12.5M
Global Retirement Partners, LLC 0.36% Add +6.0% 63,856 $12.5M
Country Club Bank 0.83% Add +19.7% 63,717 $12.5M
Meridian Wealth Advisors, LLC 2.03% Reduce -0.1% 62,860 $12.3M
Bryn Mawr Trust Advisors, LLC 0.66% Reduce -12.0% 62,046 $12.2M
Integral Investment Advisors, Inc. 3.93% Add +5.0% 61,910 $12.1M
Apella Capital, LLC 0.46% Reduce -2.6% 61,685 $12.1M
Advisors Preferred, LLC 1.94% Reduce -19.8% 61,927 $12.1M
Tyche Wealth Partners LLC 2.54% Reduce -1.1% 61,395 $12.0M
Main Street Financial Solutions, LLC 1.18% Reduce -18.9% 61,329 $12.0M
Leavell Investment Management, Inc. 0.59% Reduce -0.3% 61,153 $12.0M
Transcend Capital Advisors, LLC 0.86% Add +0.6% 61,140 $12.0M
Drucker Wealth 3.0, LLC 2.76% Add +367.6% 61,084 $12.0M
Mendel Capital Management LLC 7.24% Add +0.9% 61,019 $11.9M
Apollon Financial, LLC 2.98% Add +26.8% 60,957 $11.9M
Strategic Financial Concepts, LLC 2.27% Add +14.2% 60,489 $11.8M
Oppenheimer & Co. Inc. 0.18% Add +4.1% 60,423 $11.8M
Flputnam Investment Management Co. 0.22% Reduce -1.4% 60,421 $11.8M
Chatham Capital Group, Inc. 1.94% Reduce -1.4% 60,345 $11.8M
Archford Capital Strategies, LLC 1.78% Add +1.5% 60,194 $11.8M
Rehmann Capital Advisory Group 0.74% Add +1.6% 59,795 $11.7M
Ancora Advisors LLC 0.26% Reduce -1.2% 59,652 $11.7M
SimpliFi, Inc. 5.34% Reduce -0.8% 59,593 $11.7M
Interactive Financial Advisors, Inc. 6.10% Reduce -0.7% 59,440 $11.6M
WASHINGTON TRUST Co 0.42% Add +1.6% 59,426 $11.6M
Synovus Financial Corp. 0.15% Reduce -35.7% 59,330 $11.6M
Mission Wealth Management, LP 0.28% Reduce -3.0% 59,236 $11.6M
Allred Capital Management, LLC 4.48% Reduce -2.9% 59,089 $11.6M
LS Investment Advisors, LLC 1.68% Add +3.8% 58,516 $11.5M
Accretive Wealth Partners, LLC 4.85% Add +0.7% 58,394 $11.4M
Destiny Wealth Partners, LLC 1.86% Add +0.0% 58,242 $11.4M
Trek Financial, LLC 0.85% Reduce -7.7% 58,049 $11.4M
Parallel Advisors, LLC 0.26% Reduce -5.6% 58,002 $11.4M
Johnson Investment Counsel Inc. 0.11% Add +1.5% 57,769 $11.3M
Blackston Financial Advisory Group, LLC 5.61% Reduce -10.4% 57,511 $11.3M
M3 Advisory Group, LLC 8.02% Add +4.3% 57,198 $11.2M
Kades & Cheifetz LLC 5.72% Add +3.1% 57,053 $11.2M
Moneta Group Investment Advisors LLC 0.16% Add +19.4% 56,994 $11.2M
Strategies Wealth Advisors, LLC 1.38% Add +0.0% 54,455 $11.1M
Segment Wealth Management, LLC 0.75% Reduce -2.7% 56,375 $11.0M
Whittier Trust Co. of Nevada Inc. 0.27% Reduce -0.2% 56,283 $11.0M
United Capital Financial Advisors, LLC 0.09% Reduce -5.4% 56,074 $11.0M
Signature Estate & Investment Advisors LLC 0.27% Add +3.9% 55,819 $10.9M
Harbour Investments, Inc. 0.31% Add +10.0% 55,666 $10.9M
Merit Financial Group, LLC 0.20% Reduce -3.0% 55,657 $10.9M
TD Waterhouse Canada Inc. 0.09% Add +7.1% 55,506 $10.9M
Security Financial Services, INC. 2.21% Reduce -2.9% 55,405 $10.8M
Capital Investment Advisors, LLC 0.22% Add +2.8% 55,056 $10.8M
AQR Capital Management 0.01% Add +91.8% 54,663 $10.7M
Global Wealth Management, LLC 6.81% Add +0.3% 54,486 $10.7M
Strategic Blueprint, LLC 0.63% Add +4.5% 54,035 $10.6M
Evergreen Wealth Management, LLC 6.25% Reduce -0.9% 54,034 $10.6M
Sandy Cove Advisors, LLC 4.14% Add +2.2% 53,793 $10.5M
White Lighthouse Investment Management Inc. 1.84% Reduce -4.7% 53,593 $10.5M
Stratos Wealth Advisors, LLC 0.50% Reduce -7.6% 53,401 $10.5M
Peterson Wealth Management 6.20% Add +7.6% 53,212 $10.4M
Mascoma Wealth Management LLC 2.62% Reduce -2.3% 53,204 $10.4M
Boston Family Office LLC 0.71% Add +6.3% 53,176 $10.4M
Financial Advocates Investment Management 0.59% Add +25.2% 53,134 $10.4M
Wimmer Associates 1, LLC 5.14% Reduce -1.7% 53,103 $10.4M
IFP Advisors, Inc 0.34% Add +0.5% 53,058 $10.4M
Sebold Capital Management, Inc. 6.96% Reduce -1.1% 53,041 $10.4M
Integrated Capital Management, Inc. 8.20% Reduce -1.0% 53,023 $10.4M
Thomasville National Bank 0.74% Add +0.8% 52,713 $10.3M
VPR Management LLC 5.37% Reduce -59.3% 52,630 $10.3M
Cerro Pacific Wealth Advisors LLC 3.40% Reduce -3.8% 51,933 $10.3M
Rooted Wealth Advisors, Inc. 4.01% Add +12.3% 52,492 $10.2M
Bigelow Investment Advisors, LLC 4.80% Add +1.1% 52,254 $10.2M
Crestwood Advisors Group, LLC 0.19% Reduce -0.2% 51,927 $10.2M
Jordan Park Group LLC 0.74% Reduce -26.3% 50,973 $10.0M
Forvis Mazars Wealth Advisors, LLC 0.23% Reduce -0.6% 50,811 $10.0M
Choate Investment Advisors 0.24% Reduce -1.5% 50,789 $9.9M
Safir Wealth Advisors, LLC 7.67% Add +2.6% 50,776 $9.9M
Prentice Wealth Management LLC 2.85% Reduce -0.1% 50,365 $9.9M
Pecaut & Co. 3.39% Add +6.9% 50,102 $9.8M
AAFMAA Wealth Management & Trust LLC 4.29% Add +4.4% 49,974 $9.8M
Global Wealth Strategies & Associates 3.04% Add +3.2% 49,672 $9.7M
WealthShield Partners, LLC 1.38% Reduce -8.7% 49,592 $9.7M
Bradley Foster & Sargent Inc. 0.16% Add +13.5% 49,327 $9.7M
First Heartland Consultants, Inc. 0.98% Reduce -22.3% 49,004 $9.6M
Savant Capital, LLC 0.08% Add +6.9% 48,888 $9.6M
Mirae Asset Global Investments Co., Ltd. 0.04% Reduce -5.2% 48,880 $9.6M
IFG Advisory, LLC 0.54% Reduce -3.7% 48,253 $9.4M
CWS Financial Advisors, LLC 3.05% Add +6.0% 48,167 $9.4M
Heritage Wealth Advisors 0.47% Add +0.3% 48,062 $9.4M
Sandbox Financial Partners, LLC 3.13% Reduce -4.3% 47,941 $9.4M
Farther Finance Advisors, LLC 0.34% Add +34.7% 47,932 $9.4M
Donaldson Capital Management, LLC 0.36% Add +5.6% 47,883 $9.4M
West Financial Advisors, LLC 1.80% Reduce -3.7% 47,788 $9.4M
Cascade Wealth Advisors, Inc 6.31% Add +1.1% 47,637 $9.3M
Signet Financial Management, LLC 1.19% Add +2.9% 47,506 $9.3M
Jefferies Financial Group Inc. 0.11% Add +7.6% 47,352 $9.3M
Capital Analysts, LLC 0.37% Add +0.3% 47,271 $9.3M
Prospera Financial Services Inc 0.22% Add +3.7% 47,133 $9.2M
Peapack Gladstone Financial Corp. 0.13% Add +2.9% 47,055 $9.2M
First Horizon Advisors, Inc. 0.26% Reduce -3.9% 46,962 $9.2M
Boston Financial Mangement LLC 0.28% Add +0.6% 46,801 $9.2M
Brio Consultants, LLC 1.43% Reduce -4.1% 46,708 $9.1M
Gilliland Jeter Wealth Management LLC 3.07% Add +1.5% 46,489 $9.1M
180 Wealth Advisors, LLC 1.42% Reduce -0.8% 46,414 $9.1M
Alpha Cubed Investments, LLC 0.41% Add +0.9% 46,277 $9.1M
Mycio Wealth Partners, LLC 2.16% Reduce -11.8% 46,122 $9.0M
Beacon Financial Group 0.97% Reduce -8.8% 45,953 $9.0M
SPC Financial, Inc. 0.78% Reduce -1.1% 45,923 $9.0M
Souders Financial Advisors 1.25% Reduce -10.3% 45,675 $8.9M
Spreng Capital Management, Inc. 3.99% Add +6.8% 45,638 $8.9M
Cascade Financial Partners, LLC 1.16% Add +2.8% 45,611 $8.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.32% Reduce -1.7% 45,580 $8.9M
Integrated Wealth Concepts LLC 0.10% Add +15.4% 45,176 $8.8M
Warner Financial, Inc. 3.80% Add +0.9% 45,109 $8.8M
North Star Investment Management Corp. 0.61% Reduce -6.3% 45,084 $8.8M
Wealthspan Partners, LLC 4.21% Reduce -3.5% 45,028 $8.8M
Woodmont Investment Counsel LLC 0.64% Reduce -1.9% 44,360 $8.7M
Fulton Breakefield Broenniman LLC 0.62% Add +4.6% 44,321 $8.7M
CVA Family Office, LLC 1.37% Add +5.6% 44,252 $8.7M
Osborne Partners Capital Management, LLC 0.50% Reduce -4.8% 44,177 $8.7M
Madison Asset Management, LLC 0.10% Reduce -52.5% 44,126 $8.6M
Madison Investment Advisors, LLC 0.10% — 44,126 $8.6M
Orion Capital Management LLC 3.79% Reduce -6.0% 44,045 $8.6M
GC Wealth Management RIA, LLC 1.51% Reduce -12.5% 43,930 $8.6M
Financial Perspectives, Inc 2.89% Reduce -5.8% 43,926 $8.6M
Federated Hermes, Inc. 0.02% New 43,904 $8.6M
Dagco, Inc. 2.84% Add +21.0% 43,802 $8.6M
Garden State Investment Advisory Services LLC 2.64% Add +0.4% 43,584 $8.6M
Quantinno Capital Management LP 0.08% Add +43.5% 43,470 $8.5M
Bessemer Group Inc. 0.01% Add +8.1% 43,209 $8.5M
Twin Focus Capital Partners, LLC 1.25% Add +0.6% 43,123 $8.4M
Capstone Financial Advisors, Inc. 0.52% Reduce -0.6% 43,041 $8.4M
Compass Ion Advisors, LLC 1.00% Reduce -1.4% 42,886 $8.4M
Kwmg, LLC 0.86% Reduce -1.2% 42,864 $8.4M
Yoder Wealth Management, Inc. 4.61% Reduce -1.5% 42,615 $8.3M
Stokes Capital Advisors, LLC 2.16% Add +0.4% 42,607 $8.3M
StoneX Group Inc. 0.46% Add +15.8% 42,464 $8.3M
Western Pacific Wealth Management, LP 6.67% Add +0.1% 42,243 $8.3M
Vigilare Wealth Management 3.36% Add +0.0% 42,206 $8.3M
Aberdeen Wealth Management LLC 5.65% Add +0.3% 42,099 $8.2M
New Perspectives, Inc 4.40% Reduce -1.4% 41,907 $8.2M
B. Riley Wealth Advisors, Inc. 0.27% Reduce -18.7% 41,871 $8.2M
Pinnacle Financial Partners Inc 0.17% Add +11.7% 41,796 $8.2M
Vestmark Advisory Solutions, Inc. 0.28% Add +10.3% 41,745 $8.2M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -1.0% 41,612 $8.1M
Independent Financial Group, LLC 0.27% Add +0.6% 41,599 $8.1M
Moors & Cabot, Inc. 0.38% Add +0.9% 41,207 $8.1M
Pathway Financial Advisors LLC 1.86% Reduce -0.2% 41,207 $8.1M
Pinnacle Associates Ltd. 0.11% Add +41.6% 40,927 $8.0M
Allen Investment Management, LLC 0.09% Reduce -5.3% 40,746 $8.0M
White Wing Wealth Management 5.93% Add +7.6% 40,733 $8.0M
Cypress Financial Planning LLC 2.92% Add +0.1% 40,635 $8.0M
Northstar Group, Inc. 1.38% Reduce -0.3% 40,430 $7.9M
Koshinski Asset Management, Inc. 0.68% Add +5.8% 40,376 $7.9M
Plotkin Financial Advisors, LLC 4.69% Add +1.6% 40,343 $7.9M
Cibc World Market Inc. 0.02% Add +17.9% 40,285 $7.9M
PMG Wealth Management, Inc. 7.18% — 40,259 $7.9M
Kavar Capital Partners Group, LLC 1.33% Reduce -0.2% 40,107 $7.9M
West Paces Advisors Inc. 1.90% Add +1765.6% 39,830 $7.8M
NorthRock Partners, LLC 0.25% Reduce -4.7% 39,664 $7.8M
Windward Private Wealth Management Inc. 3.01% Reduce -6.1% 39,456 $7.7M
Alexis Investment Partners, LLC 3.76% — 39,277 $7.7M
Wealthspire Advisors, LLC 0.08% Add +2.3% 39,223 $7.7M
Litman Gregory Wealth Management LLC 0.66% No change 39,041 $7.6M
Ledyard National Bank 0.72% Reduce -3.3% 38,847 $7.6M
Integrity Alliance, Llc. 0.82% — 38,789 $7.6M
Kagan Cocozza Asset Management 6.30% — 38,732 $7.6M
Sigma Planning Corp 0.24% Add +0.1% 38,730 $7.6M
Prosperity Consulting Group, LLC 0.57% Add +0.4% 38,697 $7.6M
FreeGulliver LLC 3.94% Add +2.2% 38,538 $7.5M
Tidal Investments LLC 0.06% Add +164.7% 38,447 $7.5M
Brown Brothers Harriman & Co. 0.05% Reduce -1.5% 38,400 $7.5M
IHT Wealth Management, LLC 0.24% Reduce -23.4% 38,326 $7.5M
Tide Cove Capital Partners LLC 6.43% — 38,346 $7.5M
Apollon Wealth Management, LLC 0.17% Add +18.1% 37,990 $7.4M
Arete Wealth Advisors, LLC 0.53% Reduce -0.2% 37,717 $7.4M
Aspen Wealth Management LLC 2.19% Reduce -53.8% 37,682 $7.4M
McNamara Financial Services, Inc. 1.72% Reduce -3.4% 37,439 $7.3M
Raab & Moskowitz Asset Management LLC 1.80% Add +1.4% 37,432 $7.3M
Level Four Advisory Services, LLC 0.30% Reduce -30.2% 37,289 $7.3M
Walter & Keenan Wealth Management LLC /in/ 2.20% Add +17.1% 37,115 $7.3M
Weaver Consulting Group 2.23% Add +4.2% 37,036 $7.3M
Nwam LLC 0.45% Reduce -9.0% 36,793 $7.2M
Leo Wealth, LLC 0.64% Add +0.7% 36,736 $7.2M
Cambridge Advisors Inc. 1.60% Reduce -0.3% 36,603 $7.2M
Bartlett & Co. Wealth Management LLC 0.10% Reduce -0.4% 36,222 $7.1M
Hollencrest Capital Management 0.29% Add +0.8% 36,199 $7.1M
Bridgewater Advisors Inc. 0.74% Add +29.9% 36,191 $7.1M
Good Life Advisors, LLC 0.51% Add +2.1% 35,842 $7.0M
IAG Wealth Partners, LLC 1.23% Reduce -5.3% 35,638 $7.0M
AE Wealth Management LLC 0.06% Reduce -9.9% 35,630 $7.0M
San Luis Wealth Advisors LLC 1.31% Add +11.0% 35,443 $6.9M
Keystone Financial Group, Inc. 5.60% — 35,299 $6.9M
Verum Partners LLC 1.99% Reduce -0.9% 35,249 $6.9M
FSC Wealth Advisors, LLC 4.41% Add +15.3% 34,951 $6.8M
GW Henssler & Associates Ltd. 0.39% Reduce -0.2% 34,531 $6.8M
Meridian Wealth Management, LLC 0.32% Reduce -0.1% 34,865 $6.8M
Sloy Dahl & Holst, LLC 0.86% Add +0.5% 34,579 $6.8M
Brighton Jones LLC 0.20% Add +92.5% 34,563 $6.8M
Hurlow Wealth Management Group, Inc. 2.10% Reduce -3.5% 34,370 $6.7M
Curran Financial Partners, LLC 1.76% Add +5.1% 34,264 $6.7M
City State Bank 2.36% Add +5.2% 34,109 $6.7M
Asset Allocation Strategies LLC 1.61% Add +3.3% 32,826 $6.7M
Cardiff Park Advisors, LLC 0.64% Add +0.4% 34,060 $6.7M
Csenge Advisory Group 0.36% Add +4.7% 33,830 $6.6M
Financial Advisory Partners, LLC 2.20% Add +7.0% 33,821 $6.6M
One Degree Advisors Inc 2.69% Reduce -7.7% 32,351 $6.6M
Clear Creek Financial Management, LLC 0.71% Add +5.7% 33,696 $6.6M
Kaizen Financial Strategies 3.73% Reduce -21.6% 33,461 $6.6M
Davis R M Inc. 0.13% Add +2.3% 33,424 $6.5M
Headinvest, LLC 1.23% Add +0.3% 33,364 $6.5M
Titan Global Capital Management USA LLC 0.99% Add +9.7% 33,248 $6.5M
Watts Gwilliam & Co., LLC 1.37% Reduce -0.8% 33,285 $6.5M
Benchmark Wealth Management, LLC 3.20% Add +0.1% 33,178 $6.5M
Creekside Partners 3.36% Reduce -1.1% 33,113 $6.5M
Cidel Asset Management Inc. 0.44% No change 33,060 $6.5M
Certified Advisory Corp 0.70% Add +2.0% 32,931 $6.4M
SkyOak Wealth, LLC 1.38% Add +3.2% 32,861 $6.4M
Ogorek Anthony Joseph /NY/ 2.05% Add +0.5% 32,861 $6.4M
Roman Butler Fullerton & Co. 2.05% Add +6.2% 31,865 $6.4M
CPC Advisors, LLC 0.88% Add +2.1% 32,850 $6.4M
Westside Investment Management, Inc. 1.35% Add +0.5% 32,803 $6.4M
Johnson Financial Group, Inc. 0.30% Reduce -30.6% 31,729 $6.4M
DHJJ Financial Advisors, Ltd. 2.50% Add +1.2% 32,738 $6.4M
BIP Wealth, LLC 0.43% Reduce -2.1% 32,627 $6.4M
McGlone Suttner Wealth Management, Inc. 1.06% Add +11.4% 32,457 $6.4M
Moser Wealth Advisors, LLC 3.29% Add +2.4% 32,274 $6.3M
Ranch Capital Advisors Inc. 2.98% Add +0.9% 32,263 $6.3M
Grove Street Fiduciary, LLC 3.31% — 32,177 $6.3M
Castlekeep Investment Advisors LLC 4.41% Add +0.3% 32,169 $6.3M
Colony Family Offices, LLC 1.96% Reduce -0.3% 31,837 $6.2M
Chris Bulman Inc 3.94% Reduce -13.6% 31,512 $6.2M
Muirfield Wealth Advisors LLC 5.07% Reduce -0.9% 31,432 $6.2M
Bay Rivers Group 2.97% Add +0.0% 31,309 $6.1M
Marcum Wealth, LLC 0.53% Add +0.1% 31,297 $6.1M
Sowell Financial Services LLC 0.32% Reduce -1.9% 31,252 $6.1M
Keystone Financial Group 0.60% Add +0.5% 31,169 $6.1M
Brightwater Advisory LLC 4.78% Reduce -9.8% 31,136 $6.1M
Cliftonlarsonallen Wealth Advisors, LLC 0.12% Add +2.0% 31,039 $6.1M
Summit Financial, LLC 0.21% Reduce -5.1% 31,025 $6.1M
Trust Co. of Vermont 0.29% Add +8.5% 30,973 $6.1M
Spire Wealth Management 0.19% Add +9.3% 30,837 $6.0M
Councilmark Asset Management, LLC 4.05% No change 30,820 $6.0M
Seaview Investment Managers LLC 1.66% New 30,636 $6.0M
Investment Partners, LTD. 2.44% Add +0.1% 30,238 $5.9M
NorthCoast Asset Management LLC 0.03% Add +22.5% 30,185 $5.9M
Raffa Wealth Management, LLC 1.37% No change 30,060 $5.9M
GPS Wealth Strategies Group, LLC 0.76% Reduce -5.2% 30,051 $5.9M
Waller Financial Planning Group, Inc. 1.47% Add +0.9% 29,871 $5.8M
Howard Wealth Management, LLC 3.16% Reduce -0.7% 29,796 $5.8M
Hoese & Co LLP 5.06% Add +8.6% 29,763 $5.8M
Guardian Wealth Advisors, LLC / NC 0.46% Reduce -0.0% 29,637 $5.8M
WealthBridge Capital Management, LLC 1.60% Add +2.4% 29,414 $5.8M
Jmac Enterprises LLC 0.90% Add +0.5% 29,402 $5.8M
Flagstar Securities, Inc. 1.43% Reduce -1.0% 29,371 $5.8M
Kingswood Wealth Advisors, LLC 0.43% Add +33.7% 29,348 $5.7M
Ridgecrest Wealth Partners, LLC 3.11% Reduce -0.5% 29,275 $5.7M
Arcataur Capital Management LLC 1.93% Reduce -0.6% 29,266 $5.7M
Tennessee Valley Asset Management Partners 0.96% Reduce -5.6% 29,203 $5.7M
Fiduciary Financial Group, LLC 1.25% Reduce -3.2% 29,557 $5.7M
Gibson Capital, LLC 1.16% No change 28,944 $5.7M
Genesis Private Wealth, LLC 3.12% — 28,897 $5.7M
Royal Fund Management, LLC 0.61% Reduce -0.5% 28,740 $5.7M
Tiaa Trust, National Association 0.02% Reduce -0.2% 28,880 $5.7M
Fortis Advisors, LLC 3.71% Add +1.5% 28,854 $5.7M
Caprock Group, LLC 0.18% Add +26.6% 28,659 $5.6M
Tandem Investment Partners LLC 5.35% — 28,562 $5.6M
Hofer & Associates. Inc 3.72% Reduce -1.8% 28,294 $5.5M
Pinnacle Financial Group, LLC / IL 2.15% Reduce -0.5% 28,084 $5.5M
Seven Springs Wealth Group, LLC 2.10% Reduce -0.3% 28,041 $5.5M
Riverview Capital Advisers, LLC 1.65% Add +2.5% 27,990 $5.5M
Amplius Wealth Advisors, LLC 0.56% Reduce -0.8% 27,704 $5.4M
O'shaughnessy Asset Management, LLC 0.05% Add +16.1% 27,686 $5.4M
Frederick Financial Consultants, LLC 4.33% — 27,685 $5.4M
Qube Research & Technologies Ltd 0.01% Reduce -51.8% 27,619 $5.4M
Acorn Wealth Advisors, LLC 2.23% Add +0.3% 27,605 $5.4M
Marshall & Sterling Wealth Advisors Inc. 3.73% — 27,582 $5.4M
One Day In July LLC 0.57% Reduce -2.5% 27,535 $5.4M
Forum Private Client Group LLC 2.40% Reduce -4.4% 27,509 $5.4M
Modern Wealth Management, LLC 0.20% Add +1179.6% 27,179 $5.3M
Foundations Investment Advisors, LLC 0.10% Add +140.5% 27,094 $5.3M
Beacon Financial Advisory LLC 1.72% Add +1.3% 27,000 $5.3M
Investment Advisory Group, LLC 1.77% Reduce -0.2% 26,959 $5.3M
Centerpoint Advisory Group 5.10% — 26,938 $5.3M
Staley Capital Advisers Inc. 0.23% Add +0.4% 26,528 $5.2M
Verdence Capital Advisors LLC 0.42% Reduce -0.1% 26,472 $5.2M
HM Payson & Co. 0.09% Add +1.0% 26,393 $5.2M
Independent Family Office, LLC 2.68% Reduce -12.8% 26,297 $5.1M
Sagespring Wealth Partners, LLC 0.14% — 26,274 $5.1M
Detalus Advisors, LLC 1.69% Add +2.6% 26,225 $5.1M
StrongBox Wealth, LLC 2.17% Reduce -1.6% 26,126 $5.1M
PFG Investments, LLC 0.32% Add +81.4% 26,066 $5.1M
Ausdal Financial Partners, Inc. 0.44% Add +54.1% 25,976 $5.1M
Schechter Investment Advisors, LLC 0.39% Reduce -0.3% 25,884 $5.1M
Diversify Wealth Management, LLC 0.39% Add +0.3% 26,183 $5.0M
Parsons Capital Management Inc. 0.27% Add +2.4% 25,767 $5.0M
Oxler Private Wealth LLC 1.65% Reduce -0.4% 25,629 $5.0M
Vermillion Wealth Management, Inc. 2.57% — 25,602 $5.0M
Vise Technologies, Inc. 0.42% Add +0.5% 25,450 $5.0M
Morton Capital Management LLC 0.94% Add +0.0% 25,351 $5.0M
OneAscent Financial Services LLC 0.42% New 25,283 $5.0M
TFB Advisors LLC 1.42% Add +0.4% 25,278 $5.0M
Moseley Investment Management Inc. 1.92% Add +22.3% 25,072 $4.9M
Keybank National Association 0.02% Reduce -1.4% 25,071 $4.9M
Tempus Wealth Planning, LLC 1.49% Reduce -3.6% 24,983 $4.9M
Exchange Traded Concepts, LLC 0.10% New 24,887 $4.9M
Infinity Wealth Counsel, LLC 5.18% — 24,795 $4.9M
W Advisors, LLC 2.99% Add +0.2% 24,691 $4.8M
Scott & Selber, Inc. 1.45% Reduce -1.7% 24,645 $4.8M
Concourse Financial Group Securities, Inc. 0.27% Add +1.3% 23,932 $4.8M
Shira Ridge Wealth Management 2.35% Add +4.7% 24,527 $4.8M
Wade Financial Advisory, Inc 1.63% Reduce -2.7% 24,526 $4.8M
MilWealth Group LLC 1.30% Reduce -1.0% 24,339 $4.8M
Columbia River Financial Group, LLC 3.27% — 24,328 $4.8M
Breakwater Investment Management 2.02% Reduce -0.0% 24,272 $4.8M
NORTHSTAR ASSET MANAGEMENT Co 1.09% Add +1.0% 24,190 $4.7M
Citadel Advisors 0.00% Add +32.1% 24,104 $4.7M
Salem Investment Counselors Inc. 0.15% Add +1.5% 24,101 $4.7M
Levin Capital Strategies, L.P. 0.45% Add +0.0% 24,033 $4.7M
Brady Martz Wealth Solutions, LLC 1.13% — 24,105 $4.7M
Sheets Smith Wealth Management 0.57% Reduce -1.1% 24,009 $4.7M
Fiduciary Trust Co 0.06% No change 23,943 $4.7M
Kellett Wealth Advisors, LLC 3.22% Add +7.5% 23,925 $4.7M
Marino, Stram & Associates LLC 1.03% Add +17.7% 23,844 $4.7M
Miller Investment Management, LP 0.51% No change 23,831 $4.7M
Fort Sheridan Advisors LLC 0.68% Add +0.9% 23,800 $4.7M
Prospect Financial Services LLC 2.54% Add +7.3% 23,717 $4.6M
D'Orazio & Associates, Inc. 0.68% Reduce -5.0% 23,596 $4.6M
New Insight Wealth Advisors 2.30% Add +8.5% 23,473 $4.6M
Philadelphia Trust Co. 0.33% Reduce -2.5% 23,216 $4.5M
Financial Insights, Inc. 1.75% Reduce -4.4% 23,143 $4.5M
S&co Inc. 0.31% No change 23,066 $4.5M
Benjamin Edwards Inc. 0.06% Add +40.0% 23,036 $4.5M
Seamount Financial Group Inc. 3.09% Add +0.4% 22,851 $4.5M
HUB Investment Partners, LLC 0.19% Add +5.2% 22,828 $4.5M
Global Financial Private Client, LLC 1.67% Add +0.5% 22,777 $4.5M
Arrowroot Family Office, LLC 2.32% Add +10.8% 22,756 $4.5M
Accredited Wealth Management, LLC 3.90% — 22,752 $4.5M
Madison Wealth Partners, Inc 1.24% Reduce -0.9% 22,745 $4.5M
Golden State Wealth Management, LLC 0.67% — 22,723 $4.5M
Per Stirling Capital Management, LLC. 0.63% Reduce -0.4% 22,520 $4.4M
Hughes Financial Services, LLC 0.90% — 22,471 $4.4M
Intelligent Financial Strategies 2.43% Reduce -0.8% 22,432 $4.4M
Stonebridge Financial Group, LLC 0.48% — 22,426 $4.4M
Financial Engines Advisors L.L.C. 0.01% Add +2.7% 22,366 $4.4M
Abbot Financial Management, Inc. 2.18% Add +0.2% 22,365 $4.4M
Sard Wealth Management Group, LLC 2.93% Add +1.2% 22,298 $4.4M
Compass Investment Advisers LLC 12.57% — 22,110 $4.3M
Cary Street Partners Financial LLC 0.14% — 22,103 $4.3M
Cora Capital Advisors LLC 2.08% Reduce -2.3% 22,068 $4.3M
Blue Edge Capital, LLC 0.68% Reduce -2.8% 22,060 $4.3M
Quadrature Capital Ltd 0.09% New 22,045 $4.3M
First National Bank of Mount Dora, Trust Investment Services 1.01% No change 22,041 $4.3M
Smart Money Group LLC 1.49% Reduce -2.0% 22,035 $4.3M
CSM Advisors, LLC 0.20% No change 21,900 $4.3M
Thrivent Financial for Lutherans 0.01% Reduce -6.3% 21,448 $4.3M
Commerce Bank 0.03% Reduce -2.3% 21,690 $4.2M
Private Capital Management, LLC 0.45% Reduce -1.1% 21,427 $4.2M
SkyView Investment Advisors, LLC 0.67% No change 21,335 $4.2M
Madden Advisory Services, Inc. 1.94% Add +3.9% 21,283 $4.2M
Spirepoint Private Client, LLC 0.52% Reduce -0.2% 21,241 $4.2M
Mid-American Wealth Advisory Group, Inc. 2.45% Reduce -11.1% 21,240 $4.2M
Channel Wealth LLC 1.35% Add +1.6% 21,159 $4.1M
Northwest Financial Advisors 3.41% Add +0.1% 21,087 $4.1M
Columbia Asset Management 0.79% Reduce -5.9% 20,972 $4.1M
Cornerstone Advisors Asset Management, LLC 0.89% Add +0.0% 20,920 $4.1M
Resurgent Financial Advisors LLC 2.41% Add +2.1% 20,780 $4.1M
LGL Partners, LLC 0.59% Add +0.5% 20,675 $4.0M
Gotham Asset Management 0.04% New 20,659 $4.0M
Winthrop Advisory Group LLC 0.49% Add +16.8% 20,652 $4.0M
Bank of Hawaii 0.22% No change 20,568 $4.0M
Consolidated Portfolio Review Corp 0.64% Add +127.0% 20,560 $4.0M
Federation des caisses Desjardins du Quebec 0.02% Add +0.0% 20,555 $4.0M
Trilogy Capital Inc. 0.21% Reduce -0.2% 20,536 $4.0M
Fidelity D & D Bancorp Inc. 2.68% Add +37.1% 20,527 $4.0M
Client 1ST Advisory Group, LLC 1.55% Add +0.0% 20,506 $4.0M
Sequoia Financial Advisors, LLC 0.04% Add +38.3% 20,469 $4.0M
Laird Norton Wetherby Wealth Management, LLC 0.19% Add +1.6% 20,461 $4.0M
Evanson Asset Management, LLC 0.27% Add +3.7% 20,429 $4.0M
Earned Wealth Advisors, LLC 1.27% No change 20,232 $4.0M
Heritage Trust Co 0.46% — 19,907 $3.9M
Calydon Capital 0.77% Reduce -49.5% 19,885 $3.9M
Zhang Financial LLC 0.22% Add +45.7% 19,872 $3.9M
Garrett Wealth Advisory Group, LLC 0.88% Reduce -3.4% 19,854 $3.9M
Avant Capital LLC 3.22% — 19,831 $3.9M
Keystone Wealth Services, LLC 1.03% Add +29.0% 19,780 $3.9M
Titleist Asset Management, LLC 0.45% New 19,771 $3.9M
Farmers & Merchants Investments Inc. 0.12% Reduce -4.4% 19,752 $3.9M
First Command Advisory Services, Inc. 0.04% Reduce -14.2% 19,672 $3.9M
Venturi Wealth Management, LLC 0.19% Add +13.4% 19,588 $3.8M
St Germain D J Co. Inc. 0.17% Reduce -0.9% 19,513 $3.8M
Kiley Juergens Wealth Management, LLC 0.96% Reduce -0.4% 19,510 $3.8M
Tower View Wealth Management LLC 2.02% Add +0.4% 19,483 $3.8M
CORDA Investment Management, LLC. 0.30% Reduce -0.4% 19,464 $3.8M
WealthPlan Investment Management, LLC 0.38% Add +356.1% 19,454 $3.8M
Kovack Advisors, Inc. 0.37% Reduce -4.3% 19,417 $3.8M
GSG Advisors LLC 1.20% Add +9.6% 19,385 $3.8M
JMG Financial Group, Ltd. 0.13% Add +5.7% 19,384 $3.8M
Archer Investment Corp 1.01% Reduce -3.2% 19,372 $3.8M
Conservest Capital Advisors, Inc. 0.39% Reduce -3.8% 19,346 $3.8M
Mainsail Asset Management, LLC 2.63% Reduce -1.3% 19,238 $3.8M
St. Louis Trust Co 0.54% No change 19,220 $3.8M
Forza Wealth Management, LLC 1.71% Reduce -0.8% 19,190 $3.8M
Pathway Financial Advisers, LLC 1.26% Add +3.4% 19,151 $3.8M
Kaydan Wealth Management, Inc. 1.25% Add +0.2% 19,142 $3.7M
Fonville Wealth Management LLC 1.24% Reduce -1.0% 19,100 $3.7M
Fort Washington Investment Advisors Inc. 0.02% Reduce -7.3% 19,077 $3.7M
Stablepoint Partners, LLC 0.68% Add +11.6% 19,018 $3.7M
Riverpoint Wealth Management Holdings, LLC 0.97% Add +0.1% 18,941 $3.7M
Secure Asset Management, LLC 0.56% Add +2.8% 18,904 $3.7M
Bell Investment Advisors, Inc 0.69% Reduce -1.9% 18,829 $3.7M
Novak & Powell Financial Services, Inc. 2.19% Reduce -0.8% 18,812 $3.7M
CoreFirst Bank & Trust 2.19% Reduce -1.5% 18,803 $3.7M
FLC Capital Advisors 0.85% Reduce -16.0% 18,783 $3.7M
Von Berge Wealth Management Group, LLC 2.22% Add +1.4% 18,104 $3.7M
Capital Planning LLC 0.96% Add +9.9% 18,739 $3.7M
Safeguard Investment Advisory Group, LLC 1.00% Reduce -3.3% 18,699 $3.7M
CPA Asset Management Group, LLC 1.70% Reduce -0.1% 18,632 $3.6M
Choreo, LLC 0.05% Reduce -2.4% 18,603 $3.6M
Dentgroup LLC 2.78% Reduce -1.5% 18,584 $3.6M
KCM Investment Advisors LLC 0.13% Reduce -3.1% 18,539 $3.6M
Baron Wealth Management LLC 1.70% Add +0.6% 18,476 $3.6M
Charter Oak Capital Management, LLC 0.34% Reduce -1.5% 18,430 $3.6M
Patriot Financial Group Insurance Agency, LLC 0.48% Add +2.6% 19,009 $3.6M
Sincerus Advisory, LLC 3.85% — 18,351 $3.6M
Embree Financial Group 0.61% Add +1.8% 18,327 $3.6M
Benedict Financial Advisors Inc. 0.87% Add +1.1% 18,304 $3.6M
Financial Management Network Inc. 0.74% Reduce -0.4% 18,242 $3.6M
Hickory Asset Management, Inc. 3.04% — 18,266 $3.6M
Buttonwood Financial Advisors Inc. 1.57% Reduce -4.0% 18,200 $3.6M
UMB Bank, n.a. 0.06% Reduce -67.3% 18,188 $3.6M
Ehrlich Financial Group 2.53% Add +0.1% 18,187 $3.6M
Mill Creek Capital Advisors, LLC 0.09% No change 18,121 $3.5M
Schmidt P J Investment Management Inc. 0.62% Reduce -0.6% 18,116 $3.5M
Pallas Capital Advisors LLC 0.15% Reduce -0.1% 18,111 $3.5M
Pursue Wealth Partners LLC 2.02% Add +22.8% 18,055 $3.5M
Cibc World Markets Corp. 0.02% Reduce -0.4% 17,981 $3.5M
Montecito Bank & Trust 0.61% Reduce -5.5% 17,920 $3.5M
Whipplewood Advisors, LLC 1.97% — 17,698 $3.5M
Wedmont Private Capital 0.18% Reduce -2.4% 17,957 $3.5M
Kelleher Financial Advisors 1.30% Add +0.6% 17,644 $3.5M
American Institute for Advanced Investment Management, LLP 2.57% Reduce -2.5% 17,580 $3.4M
Alliance Wealth Advisors, LLC 0.89% Add +5.4% 17,544 $3.4M
St. Clair Advisors, LLC 0.99% Add +0.1% 17,542 $3.4M
Financial Counselors Inc. 0.05% Reduce -2.6% 17,343 $3.4M
Cambridge Capital Management, LLC 2.15% Reduce -8.4% 17,166 $3.4M
Dupree Financial Group, LLC 1.63% Reduce -3.0% 17,160 $3.4M
Gratus Wealth Advisors, LLC 0.53% Reduce -7.9% 17,067 $3.3M
Private Portfolio Partners LLC 0.61% Reduce -3.0% 17,055 $3.3M
FMA Wealth Management, LLC 2.48% Add +0.8% 17,025 $3.3M
BridgePort Financial Solutions, LLC 1.51% — 16,618 $3.3M
Pinnacle Wealth Management Advisory Group, LLC 0.31% Add +8.6% 16,972 $3.3M
Post Resch Tallon Group Inc. 3.22% — 17,045 $3.3M
SeaCrest Wealth Management, LLC 0.35% Add +0.2% 16,951 $3.3M
Financial Guidance Group, Inc. 1.82% Reduce -3.8% 16,937 $3.3M
Atticus Wealth Management, LLC 1.03% Reduce -1.2% 16,921 $3.3M
Transamerica Financial Advisors, LLC 0.33% Add +12.0% 16,913 $3.3M
Simon Quick Advisors, LLC 0.20% Add +1.5% 16,908 $3.3M
Pinnacle Bancorp, Inc. 1.08% Add +3.1% 16,882 $3.3M
Empower Advisory Group, LLC 0.01% Add +15.3% 16,882 $3.3M
Harbor Investment Advisory, LLC 0.31% Add +8.4% 16,815 $3.3M
Centaurus Financial, Inc. 0.20% Add +11.4% 16,798 $3.3M
RFG Advisory, LLC 0.09% Reduce -12.0% 16,714 $3.3M
Johnson Bixby & Associates, LLC 0.50% Reduce -0.7% 16,691 $3.3M
ICONIQ Capital, LLC 0.05% Add +68.2% 16,600 $3.3M
Blue Chip Partners, LLC 0.28% Add +0.1% 16,436 $3.2M
Farrell Financial LLC 2.30% Reduce -0.1% 16,423 $3.2M
Orion Porfolio Solutions, LLC 0.03% Reduce -72.4% 16,401 $3.2M
Orion Portfolio Solutions, LLC 0.03% Reduce -72.4% 16,401 $3.2M
Graypoint LLC 0.19% Reduce -8.6% 16,390 $3.2M
Sterling Wealth Advisors Inc 2.52% — 16,376 $3.2M
Sugar Maple Asset Management, LLC 2.44% Add +16.6% 16,366 $3.2M
U.S. Capital Wealth Advisors, LLC 0.10% Add +24.3% 16,297 $3.2M
Centurion Wealth Management LLC 0.99% Add +0.8% 16,241 $3.2M
Money Concepts Capital Corp. 0.24% Reduce -18.5% 16,240 $3.2M
Pension & Wealth Management Advisors, Inc. 1.27% Add +4.0% 16,228 $3.2M
Aspetuck Financial Management LLC 2.48% — 16,226 $3.2M
Formidable Asset Management, LLC 0.52% Add +26.4% 16,048 $3.1M
TBH Global Asset Management, LLC 0.74% Reduce -3.9% 15,990 $3.1M
L. Roy Papp & Associates, LLP 0.36% Add +1.2% 15,925 $3.1M
Wilmington Savings Fund Society, FSB 0.06% Add +17.1% 15,903 $3.1M
Dorsey & Whitney Trust CO LLC 0.17% Add +3.0% 15,897 $3.1M
Aurdan Capital Management, LLC 1.19% — 15,840 $3.1M
Wilson & Boucher Capital Management, LLC 2.19% Add +4.7% 15,783 $3.1M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% No change 15,260 $3.1M
Conquis Financial LLC 3.13% — 15,620 $3.1M
Gouws Capital LLC 2.09% Reduce -7.7% 15,558 $3.0M
Friday Financial 2.10% — 15,551 $3.0M
Leeward Financial Partners, LLC 1.09% No change 15,548 $3.0M
Portside Wealth Group, LLC 0.50% Reduce -1.1% 15,470 $3.0M
Moloney Securities Asset Management, LLC 0.41% Reduce -1.7% 15,380 $3.0M
Argent Trust Co 0.12% Add +20.1% 15,347 $3.0M
Chicago Partners Investment Group LLC 0.10% Add +0.3% 15,321 $3.0M
Barrett & Company, Inc. 1.26% Add +7.9% 15,308 $3.0M
Prudential PLC 0.02% Add +119.8% 15,300 $3.0M
Next Capital Management LLC 1.23% Add +0.0% 15,299 $3.0M
Tobias Financial Advisors, Inc. 0.60% Reduce -1.2% 15,268 $3.0M
Van Hulzen Asset Management, LLC 0.22% Reduce -4.3% 15,096 $3.0M
Tranquility Partners, LLC 1.11% Reduce -2.7% 15,001 $3.0M
World Investment Advisors 0.08% Add +47.5% 14,975 $2.9M
Armstrong Advisory Group, Inc. 0.23% Add +2.0% 14,970 $2.9M
Axxcess Wealth Management, LLC 0.07% Add +23.4% 14,950 $2.9M
Axis Wealth Partners, LLC 2.46% — 14,892 $2.9M
Stonegate Investment Group, LLC 0.08% Add +0.8% 14,821 $2.9M
Equitable Trust Co. 0.16% New 14,813 $2.9M
Nations Financial Group Inc, /Ia/ 0.21% Reduce -24.4% 14,738 $2.9M
Glen Eagle Advisors, LLC 0.48% Add +28.5% 14,636 $2.9M
Sax Wealth Advisors, LLC 0.22% Add +4.4% 14,631 $2.9M
Mayflower Financial Advisors, LLC 0.43% Reduce -0.2% 14,588 $2.9M
Landmark Wealth Management, LLC 1.27% Add +0.0% 14,585 $2.9M
Wincap Financial LLC 2.89% — 14,462 $2.8M
SC&H Financial Advisors, Inc. 0.58% Add +0.2% 14,458 $2.8M
BlackRock, Inc. 0.00% Add +69.4% 14,454 $2.8M
Power Wealth Management LLC 1.18% Reduce -6.5% 14,443 $2.8M
Cannon Wealth Management Services, LLC 2.43% Add +18.4% 13,984 $2.8M
Uptick Partners, LLC 1.02% Reduce -3.3% 14,315 $2.8M
Wealthspire Retirement, LLC 0.22% Reduce -5.9% 14,263 $2.8M
Wedbush Securities Inc. 0.10% Add +63.2% 14,222 $2.8M
Linscomb Wealth, Inc. 0.14% Reduce -0.2% 14,215 $2.8M
Patton Albertson Miller Group, LLC 0.37% Reduce -15.5% 14,203 $2.8M
Sunpointe, LLC 1.39% Add +134.4% 14,120 $2.8M
Compound Planning, Inc. 0.14% Add +31.0% 14,057 $2.8M
Meketa Investment Group Inc. 6.17% — 14,052 $2.8M
Beacon Bridge Wealth Partners, LLC 1.17% Reduce -2.6% 14,045 $2.8M
Burling Wealth Partners, LLC 0.56% — 14,031 $2.7M
Advisory Research Inc. 0.46% No change 13,985 $2.7M
Geneos Wealth Management Inc. 0.10% Add +14.2% 13,963 $2.7M
Opus Capital Group, LLC 0.35% Reduce -1.2% 13,954 $2.7M
Petix & Botte Co 0.72% Reduce -2.9% 13,900 $2.7M
Citizens National Bank Trust Department 0.58% Reduce -0.1% 13,898 $2.7M
Accel Wealth Management 1.03% Add +3.2% 13,859 $2.7M
Eq Wealth Advisors, LLC 2.60% — 13,820 $2.7M
Hohimer Wealth Management, LLC 0.51% Reduce -0.8% 13,708 $2.7M
CGN Advisors LLC 0.26% Reduce -16.3% 13,623 $2.7M
Affiance Financial, LLC 0.64% Add +0.1% 13,615 $2.7M
Sandy Spring Bank 0.11% Reduce -1.3% 13,600 $2.7M
SRH Advisors, LLC 0.78% Add +0.0% 13,493 $2.6M
Certior Financial Group, LLC 2.34% — 13,438 $2.6M
LeClair Wealth Partners LLC 1.75% — 13,406 $2.6M
Arax Advisory Partners 0.17% Reduce -3.4% 13,395 $2.6M
Tocqueville Asset Management L.P. 0.04% Reduce -0.3% 13,342 $2.6M
Clear Harbor Asset Management, LLC 0.21% Add +101.8% 13,318 $2.6M
Advisors Capital Management, LLC 0.04% Add +20.8% 13,254 $2.6M
Sonata Capital Group Inc. 1.07% Reduce -2.2% 13,207 $2.6M
Baker Tilly Wealth Management, LLC 1.01% New 13,188 $2.6M
Hall Capital Management Co. Inc. 1.20% — 13,168 $2.6M
Ritholtz Wealth Management 0.08% Add +15.5% 13,114 $2.6M
Atlas Capital Advisors Inc. 0.33% Reduce -7.4% 13,076 $2.6M
Belpointe Asset Management LLC 0.15% Add +0.4% 13,006 $2.6M
Proficio Capital Partners LLC 0.21% Add +5.8% 13,008 $2.5M
Caldwell Sutter Capital, Inc. 1.18% Reduce -1.1% 12,972 $2.5M
Wellspring Financial Advisors, LLC 0.26% Add +0.2% 12,928 $2.5M
Tarbox Family Office, Inc. 0.42% Reduce -0.8% 12,928 $2.5M
International Assets Investment Management, LLC 0.21% New 12,959 $2.5M
Thoroughbred Financial Services, LLC 0.15% Reduce -3.5% 12,894 $2.5M
Jacobi Capital Management LLC 0.19% Add +0.9% 12,827 $2.5M
Innova Wealth Partners 1.58% New 12,816 $2.5M
Optima Capital LLC 1.73% — 12,809 $2.5M
Crescent Grove Advisors, LLC 0.25% Add +0.7% 12,799 $2.5M
DMKC Advisory Services, LLC 2.27% — 12,773 $2.5M
Anchor Investment Management, LLC 0.23% Reduce -0.8% 12,756 $2.5M
Pekin Hardy Strauss, Inc. 0.32% Add +2.9% 12,749 $2.5M
Aviance Capital Partners, LLC 0.34% Reduce -1.4% 12,693 $2.5M
Tandem Capital Management Corp. 1.33% Add +8.4% 12,685 $2.5M
Sunburst Financial Group, LLC 0.61% Reduce -9.0% 12,649 $2.5M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.91% Add +1.4% 12,073 $2.5M
Caldwell Trust Co 0.26% Reduce -4.8% 12,543 $2.5M
Centricity Wealth Management, LLC 2.29% — 12,523 $2.5M
Novus Advisors, LLC 2.44% — 12,500 $2.4M
LaSalle St. Investment Advisors, LLC 0.76% Add +4.7% 12,457 $2.4M
PGIM Custom Harvest LLC 0.05% Add +35.8% 12,447 $2.4M
Lion Street Advisors, LLC 0.78% No change 12,440 $2.4M
Insight Advisors, LLC/ PA 0.42% Reduce -20.1% 12,432 $2.4M
Hazlett, Burt & Watson, Inc. 1.08% Add +1.8% 12,414 $2.4M
Evercore Wealth Management, LLC 0.04% Add +20.9% 12,387 $2.4M
Duncan Williams Asset Management, LLC 0.95% No change 12,320 $2.4M
Roundview Capital LLC 0.17% Add +0.9% 12,318 $2.4M
Beese Fulmer Investment Management, Inc. 0.21% Add +0.3% 12,314 $2.4M
Cornell Pochily Investment Advisors, Inc. 0.84% Add +0.1% 12,312 $2.4M
Joseph P. Lucia & Associates, LLC 1.07% Reduce -0.3% 12,308 $2.4M
Vantage Financial Partners, LLC 0.60% Reduce -17.8% 12,250 $2.4M
United Services Automobile Association 0.08% Reduce -10.6% 12,214 $2.4M
Exencial Wealth Advisors, LLC 0.09% Add +6.3% 12,171 $2.4M
Great Lakes Advisors, LLC 0.02% Reduce -3.4% 12,100 $2.4M
Oliver Luxxe Assets LLC 0.43% No change 11,935 $2.4M
Wetzel Investment Advisors, Inc. 1.18% Reduce -1.6% 12,050 $2.4M
Strategic Wealth Partners, Ltd. 0.19% Add +5.6% 11,494 $2.4M
Perennial Investment Advisors, LLC 0.28% Add +2.5% 11,980 $2.3M
Latitude Advisors, LLC 1.31% Add +8.0% 11,884 $2.3M
Pps&v Asset Management Consultants, Inc. 1.57% Reduce -5.9% 11,866 $2.3M
Roberts Glore & Co. Inc. 0.69% Reduce -0.3% 11,863 $2.3M
Smith Salley Wealth Management 0.15% Add +4.7% 11,843 $2.3M
Sapient Capital LLC 0.04% Add +1.1% 11,842 $2.3M
Xponance LLC 0.02% No change 11,650 $2.3M
MKT Advisors LLC 1.00% Reduce -4.9% 11,567 $2.3M
First National Trust Co 0.09% Add +0.1% 11,711 $2.3M
Capstone Wealth Management Group LLC 1.74% — 11,694 $2.3M
Childress Capital Advisors, LLC 0.64% No change 11,686 $2.3M
Stock Yards Bank & Trust Co. 0.08% Reduce -12.7% 11,572 $2.3M
Reynders McVeigh Capital Management, LLC 0.12% Reduce -0.1% 11,561 $2.3M
Southeast Asset Advisors, LLC 0.28% Add +0.0% 11,540 $2.3M
Becker Capital Management Inc. 0.07% No change 11,520 $2.3M
Ashton Thomas Private Wealth, LLC 0.09% Reduce -1.8% 11,509 $2.3M
SteelPeak Wealth, LLC 0.09% Add +3.2% 11,472 $2.2M
Fortis Group Advisors, LLC 0.42% Add +126.5% 11,421 $2.2M
LexAurum Advisors, LLC 0.44% Reduce -4.7% 11,371 $2.2M
Raub Brock Capital Management LP 0.47% Add +151.2% 11,358 $2.2M
Nicolet Advisory Services, LLC 0.20% Add +6.9% 11,522 $2.2M
Walkner Condon Financial Advisors LLC 0.45% Reduce -1.2% 11,306 $2.2M
L.M. Kohn & Company 0.57% Add +11.0% 11,303 $2.2M
First PREMIER Bank 0.56% No change 11,296 $2.2M
Regions Financial Corp. 0.02% Reduce -9.5% 11,292 $2.2M
Private Trust Co. NA 0.23% Add +6.6% 11,265 $2.2M
West Bancorporation Inc. 1.45% Add +12.4% 11,260 $2.2M
Weinberger Asset Management, Inc 0.92% Reduce -2.1% 11,252 $2.2M
Bath Savings Trust Co 0.22% Add +1.6% 11,251 $2.2M
Galvin, Gaustad & Stein, LLC 0.20% Reduce -0.0% 11,206 $2.2M
Eldridge Investment Advisors, Inc. 0.51% Add +3.1% 11,186 $2.2M
Williams Jones Wealth Management, LLC. 0.03% Reduce -20.9% 11,137 $2.2M
Colonial Trust Co / SC 0.32% Add +7.0% 11,122 $2.2M
Capital Investment Advisory Services, LLC 0.21% Add +16.3% 11,118 $2.2M
Breed's Hill Capital LLC 1.14% No change 11,112 $2.2M
Fidelis Capital Partners, LLC 0.22% Reduce -4.5% 10,769 $2.2M
FC Advisory LLC 0.71% Reduce -0.2% 10,849 $2.1M
Spinnaker Investment Group, LLC 0.51% Reduce -0.4% 10,840 $2.1M
Krilogy Financial LLC 0.14% Reduce -5.8% 10,787 $2.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.06% Reduce -1.1% 10,766 $2.1M
Plan Group Financial, LLC 1.11% Add +15.0% 10,738 $2.1M
Bleakley Financial Group, LLC 0.06% Reduce -0.7% 10,715 $2.1M
Proquility Private Wealth Partners, LLC 0.67% Add +32.9% 10,698 $2.1M
Matthew Goff Investment Advisor, LLC 0.39% Reduce -0.1% 10,694 $2.1M
Joseph Group Capital Management 0.82% Add +1.7% 10,681 $2.1M
Durante & Waters, LLC 1.73% Reduce -2.8% 10,674 $2.1M
Collective Family Office LLC 0.57% Add +1.4% 10,573 $2.1M
Sagace Wealth Management LLC 1.55% Reduce -19.3% 10,564 $2.1M
Relyea Zuckerberg Hanson LLC 0.28% Add +4.6% 10,538 $2.1M
Pittenger & Anderson Inc. 0.07% Add +15.7% 10,519 $2.1M
FineMark National Bank & Trust 0.07% Add +0.5% 10,466 $2.0M
Verity & Verity, LLC 0.19% Add +7.4% 10,460 $2.0M
Tudor Financial Inc. 1.20% Reduce -7.2% 10,460 $2.0M
Apexium Financial, LP 0.12% Add +327.2% 10,457 $2.0M
Finward Bancorp 1.77% — 10,427 $2.0M
Miramar Capital, LLC 0.49% Add +2.6% 10,399 $2.0M
Wealthcare Capital Partners, LLC 1.06% — 10,378 $2.0M
Gateway Wealth Partners, LLC 0.52% Add +11.3% 10,345 $2.0M
Gerber Kawasaki Wealth & Investment Management 0.09% Add +39.5% 10,340 $2.0M
Meridian Financial Advisors, LLC 1.40% Reduce -3.9% 10,321 $2.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Reduce -2.7% 10,310 $2.0M
Cambridge Financial Group, LLC 0.86% Reduce -9.7% 10,299 $2.0M
Saxon Interests, Inc. 0.89% Reduce -0.1% 10,297 $2.0M
Defined Wealth Management, LLC 1.33% Reduce -0.2% 10,243 $2.0M
Valley Forge Investment Consultants Inc. Adv 0.69% Reduce -0.8% 10,238 $2.0M
Acima Private Wealth, LLC 0.67% No change 10,225 $2.0M
CJM Wealth Advisers, Ltd. 0.67% No change 10,222 $2.0M
waypoint wealth counsel 1.29% Add +9.0% 10,109 $2.0M
Bridgewealth Advisory Group, LLC 0.56% Reduce -1.3% 9,632 $2.0M
National Philanthropic Trust 0.03% Add +69.6% 10,032 $2.0M
Round Rock Advisors LLC 0.40% Reduce -8.2% 10,020 $2.0M
Robinson Smith Wealth Advisors LLC 1.66% No change 9,983 $2.0M
Pitti Group Wealth Management, LLC 1.98% Reduce -4.8% 9,979 $2.0M
Comprehensive Financial Consultants Institutional, Inc. 0.71% Reduce -0.4% 9,922 $1.9M
Planning Center, Inc. 0.24% Reduce -7.1% 9,839 $1.9M
Members Wealth LLC 1.44% — 9,472 $1.9M
TrueWealth Advisors, LLC 0.64% Reduce -0.0% 9,831 $1.9M
Vident Advisory, LLC 0.03% Add +28.8% 9,795 $1.9M
IMS Capital Management 0.89% No change 9,783 $1.9M
Cornerstone Management, Inc. 0.37% Reduce -0.7% 9,781 $1.9M
Ethos Financial Group, LLC 0.25% Add +2.1% 9,770 $1.9M
HBC Financial Services, PLLC 1.17% Reduce -2.3% 9,764 $1.9M
Novare Capital Management LLC 0.16% Add +3.2% 9,738 $1.9M
LRI Investments, LLC 0.18% No change 9,722 $1.9M
TFG Advisers LLC 0.68% Reduce -0.7% 9,703 $1.9M
Fairhaven Wealth Management, LLC 0.59% Add +0.2% 9,645 $1.9M
Turn8 Private Wealth Inc. 1.33% — 9,532 $1.9M
Cassaday & Co Wealth Management LLC 0.05% Add +3.4% 9,365 $1.8M
Bokf, NA 0.03% Reduce -11.3% 9,501 $1.8M
Baring Financial LLC 1.62% — 9,297 $1.8M
Stanich Group LLC 1.35% — 9,252 $1.8M
BOS Asset Management, LLC 0.65% No change 9,233 $1.8M
Cutler Investment Counsel LLC 0.22% Reduce -44.7% 9,190 $1.8M
Cape Cod Five Cents Savings Bank 0.16% No change 9,080 $1.8M
Blue Trust, Inc. 0.02% Add +33.4% 9,162 $1.8M
Aries Wealth Management 0.49% Reduce -18.4% 9,104 $1.8M
Mad River Investors 0.82% No change 9,065 $1.8M
Pettinga Financial Advisors LLC 0.40% Add +67.3% 9,032 $1.8M
Tradewinds, LLC. 0.49% Reduce -1.5% 8,673 $1.8M
Emerald Advisors, LLC 0.24% Reduce -0.0% 9,019 $1.8M
TPG Advisors LLC 1.38% Add +4.5% 8,991 $1.8M
RPG Investment Advisory, LLC 0.24% Reduce -1.5% 8,987 $1.8M
Ironwood Investment Counsel, LLC 0.30% Reduce -0.2% 8,983 $1.8M
Cypress Wealth Services, LLC 0.35% Add +0.6% 8,955 $1.8M
GM Advisory Group, LLC 0.10% Add +9.1% 8,947 $1.8M
Nova R Wealth, Inc. 0.88% Add +0.8% 8,946 $1.8M
Keudell/Morrison Wealth Management 0.45% Add +1.1% 8,850 $1.7M
Sepio Capital, LP 0.14% Reduce -24.2% 8,833 $1.7M
Angeles Wealth Management, LLC 0.14% Reduce -0.1% 8,826 $1.7M
MSH Capital Advisors LLC 0.54% Add +5.7% 8,815 $1.7M
WBH Advisory Inc. 0.16% Reduce -1.1% 8,789 $1.7M
Capital Advisors Inc. 0.03% Add +2.6% 8,781 $1.7M
KDT Advisors, LLC 2.50% — 8,700 $1.7M
Talisman Wealth Advisors LLC 1.81% Add +0.5% 8,696 $1.7M
Creative Financial Designs Inc. 0.14% Add +7.5% 8,638 $1.7M
Moneco Advisors, LLC 0.18% Add +0.3% 8,629 $1.7M
DF Dent & Co. Inc. 0.02% Reduce -2.3% 8,599 $1.7M
Roger Wittlin Investment Advisory, LLC 0.94% Add +0.9% 8,583 $1.7M
Duncker Streett & Co. Inc. 0.31% Reduce -5.3% 8,548 $1.7M
Navis Wealth Advisors, LLC 1.82% Add +17.0% 8,489 $1.7M
Debussy Capital Management LP 0.25% Add +14.7% 8,213 $1.7M
Lake Street Advisors Group, LLC 0.08% Reduce -18.8% 8,452 $1.7M
Prospect Financial Group LLC 2.02% — 8,373 $1.6M
Atlantic Edge Private Wealth Management, LLC 0.51% Reduce -0.3% 8,362 $1.6M
Monterey Private Wealth, Inc. 0.54% Add +6.2% 8,330 $1.6M
Founders Financial Alliance, LLC 0.44% Add +3.8% 8,243 $1.6M
Arkadios Wealth Advisors 0.09% Add +1.9% 8,240 $1.6M
North Star Asset Management Inc. 0.07% Add +12.2% 8,237 $1.6M
Bienville Capital Management, LLC 0.39% Add +0.1% 8,212 $1.6M
Jane Street Group, LLC 0.00% New 8,125 $1.6M
First Commonwealth Financial Corp 0.38% Reduce -55.9% 8,120 $1.6M
Arkos Global Advisors 0.23% No change 8,111 $1.6M
Arq Wealth Advisors, LLC 0.60% Reduce -1.5% 8,104 $1.6M
Avity Investment Management Inc. 0.12% Reduce -2.7% 8,102 $1.6M
Sand Hill Global Advisors, LLC 0.07% Add +0.1% 8,096 $1.6M
BluePointe Capital Management, LLC 0.91% No change 8,078 $1.6M
Martin Worley Group 0.99% — 8,075 $1.6M
Kane Investment Management, Inc. 0.88% — 8,050 $1.6M
Motco 0.16% No change 8,035 $1.6M
M.E. Allison & Co., Inc. 1.73% — 8,021 $1.6M
Beacon Capital Management, LLC 0.20% Reduce -8.3% 8,018 $1.6M
Avior Wealth Management, LLC 0.06% Add +1.1% 8,015 $1.6M
Bluesphere Advisors LLC 0.77% Reduce -13.4% 7,988 $1.6M
Realta Investment Advisors 0.64% Add +213.9% 7,969 $1.6M
AIMZ Investment Advisors, LLC 0.54% Reduce -7.0% 7,960 $1.6M
Black Diamond Financial, LLC 0.23% Add +1.9% 7,960 $1.6M
Madison Park Capital Advisors, LLC 1.24% Reduce -8.6% 7,924 $1.6M
Inspirion Wealth Advisors, LLC 0.22% No change 7,929 $1.5M
Wintrust Investments LLC 1.36% Add +2.0% 7,865 $1.5M
Wingate Wealth Advisors, Inc. 1.50% — 7,804 $1.5M
Viawealth, LLC 0.92% Reduce -1.5% 7,751 $1.5M
NovaPoint Capital, LLC 0.46% No change 7,742 $1.5M
Capital City Trust Co. 0.38% Reduce -7.6% 7,727 $1.5M
Sachetta, LLC 0.60% Reduce -0.9% 7,721 $1.5M
BNC Wealth Management, LLC 0.50% Reduce -3.2% 7,718 $1.5M
C M Bidwell & Associates Ltd. 0.92% Reduce -1.0% 7,687 $1.5M
Horst & Graben Wealth Management LLC 0.27% Add +0.1% 7,659 $1.5M
Objective Capital Management, LLC 1.00% Reduce -1.3% 7,639 $1.5M
Lansing Street Advisors 0.52% Reduce -2.0% 7,616 $1.5M
Strategic Investment Solutions, Inc. 0.50% Reduce -52.2% 8,452 $1.5M
Wallace Advisory Group, LLC 1.03% New 7,512 $1.5M
Compass Financial Services Inc 0.84% — 7,579 $1.5M
Red Mountain Financial, LLC 1.60% Reduce -3.9% 7,579 $1.5M
Liberty Square Wealth Partners LLC 0.54% — 7,267 $1.5M
Townsend Asset Management Corp. /NC/ 0.54% Reduce -0.5% 7,559 $1.5M
Logan Capital Management Inc. 0.06% Reduce -0.2% 7,517 $1.5M
Integras Partners LLC 1.31% — 7,514 $1.5M
Montis Financial, LLC 0.45% Add +285.5% 7,509 $1.5M
Eastern Bank 0.03% No change 7,448 $1.5M
SageView Advisory Group, LLC 0.06% Add +15.4% 7,417 $1.5M
GTS Securities LLC 0.07% Add +65.3% 7,401 $1.4M
Synergy Asset Management, LLC 0.11% Add +102.2% 7,315 $1.4M
First American Bank 0.10% No change 7,334 $1.4M
Austin Private Wealth, LLC 0.13% Reduce -0.8% 7,319 $1.4M
Lake Street Private Wealth, LLC 0.23% Add +2.1% 7,291 $1.4M
Chicago Capital, LLC 0.04% Reduce -14.0% 7,289 $1.4M
Arbor Wealth Advisors LLC 1.27% Add +0.3% 7,271 $1.4M
WNY Asset Management, LLC 0.18% Reduce -30.9% 7,265 $1.4M
Darrow Company, Inc. 0.82% Reduce -1.0% 7,255 $1.4M
Old North State Wealth Management, LLC 0.80% Add +5.2% 7,224 $1.4M
IRON Financial LLC 0.79% Reduce -5.7% 7,211 $1.4M
Two Sigma Securities, LLC 0.25% New 7,180 $1.4M
Godshalk Welsh Capital Management, Inc. 0.91% Reduce -0.9% 7,167 $1.4M
Larson Financial Group LLC 0.07% Add +0.4% 7,152 $1.4M
Kelman-Lazarov, Inc. 0.25% Add +2.9% 7,139 $1.4M
Philip James Wealth Mangement, LLC 0.19% Add +0.8% 7,107 $1.4M
Rappaport Reiches Capital Management, LLC 0.36% No change 7,076 $1.4M
EPIQ Capital Group, LLC 0.36% Add +0.9% 7,051 $1.4M
Nilsine Partners, LLC 0.15% Add +19.6% 7,042 $1.4M
Birchcreek Wealth Management, LLC 0.86% Add +0.7% 7,028 $1.4M
Nadler Financial Group, Inc. 0.14% No change 7,009 $1.4M
Versant Capital Management, Inc 0.29% No change 6,940 $1.4M
Capstone Wealth Management Group, LLC 0.73% Add +0.1% 6,927 $1.4M
Manhattan West Asset Management, LLC 0.36% Reduce -3.7% 6,889 $1.3M
Continuum Advisory, LLC 0.17% Add +7.9% 6,875 $1.3M
Carlson Capital Management 0.06% Add +0.9% 6,874 $1.3M
Catalina Capital Group, LLC 0.44% Reduce -3.7% 6,873 $1.3M
BOK Financial Private Wealth, Inc. 0.10% Add +302.5% 6,871 $1.3M
Jaffetilchin Investment Partners, LLC 0.10% Add +17.8% 6,865 $1.3M
Community Bank, N.A. 0.17% Reduce -3.5% 6,858 $1.3M
Simmons Bank 0.10% Reduce -1.8% 6,855 $1.3M
MOKAN Wealth Management Inc. 0.85% — 6,844 $1.3M
Everett Harris & Co. 0.02% Reduce -1.1% 6,840 $1.3M
Richard C. Young & CO., LTD. 0.15% Add +6.8% 6,838 $1.3M
Mascagni Wealth Management, Inc. 1.33% — 6,902 $1.3M
Nottingham Advisors, Inc. 0.17% Reduce -4.4% 6,837 $1.3M
Silverlake Wealth Management LLC 0.52% Add +0.1% 6,831 $1.3M
Piedmont Capital Management, LLC 0.81% Add +7.5% 6,854 $1.3M
WESCAP Management Group, Inc. 0.32% No change 6,804 $1.3M
Essex Bank 0.33% Reduce -4.2% 6,797 $1.3M
Gallacher Capital Management LLC 0.66% Add +0.2% 6,774 $1.3M
Monograph Wealth Advisors, LLC 0.18% Add +0.1% 6,770 $1.3M
Mystic Asset Management, Inc. 0.36% New 6,764 $1.3M
Aua Capital Management, LLC 0.85% Add +0.0% 6,730 $1.3M
Callan Family Office, LLC 0.08% Reduce -4.3% 6,716 $1.3M
Carret Asset Management, LLC 0.14% Add +6.2% 6,713 $1.3M
Frank, Rimerman Advisors LLC 0.10% Add +0.1% 6,709 $1.3M
Atria Investments, Inc 0.02% Reduce -4.5% 6,685 $1.3M
Luminvest Wealth Management LLC 0.53% Reduce -5.2% 6,674 $1.3M
Weik Capital Management 0.53% Reduce -3.1% 6,655 $1.3M
Cynosure Group, LLC 0.19% Add +59.5% 6,643 $1.3M
Patten Group, Inc. 0.29% Reduce -1.9% 6,633 $1.3M
Catalyst Financial Partners LLC 0.24% No change 6,626 $1.3M
Silver Oak Wealth Advisors Services, LLC 1.12% — 6,612 $1.3M
Busey Bank 0.04% No change 6,610 $1.3M
Traphagen Investment Advisors LLC 0.13% Reduce -8.3% 6,601 $1.3M
Klingman & Associates, LLC 0.08% Add +1.7% 6,583 $1.3M
Peninsula Wealth, LLC 0.22% Add +0.2% 6,582 $1.3M
Wexford Capital LP 0.33% No change 6,524 $1.3M
Biltmore Family Office, LLC 0.21% Reduce -22.9% 6,521 $1.3M
Valeo Financial Advisors, LLC 0.04% Add +17.2% 6,515 $1.3M
Crux Wealth Advisors 0.71% — 6,508 $1.3M
Sunbelt Securities, Inc. 0.11% Add +1.9% 6,508 $1.3M
One Charles Private Wealth Services, LLC 0.43% Add +34.9% 6,505 $1.3M
Forum Financial Management, LP 0.02% Add +2.8% 6,502 $1.3M
Harmony Asset Management LLC 0.50% Add +1.6% 6,454 $1.3M
Freestone Capital Holdings, LLC 0.04% Add +8.0% 6,451 $1.3M
Keel Point, LLC 0.10% Reduce -2.3% 6,423 $1.3M
Collaborative Wealth Managment Inc. 0.57% Add +0.3% 6,395 $1.3M
Syverson Strege & Co 0.41% No change 6,336 $1.2M
Maiden Cove Capital, LLC 1.89% Add +0.2% 6,319 $1.2M
Wesbanco Bank Inc. 0.04% Add +10.8% 6,316 $1.2M
Summit Wealth Partners, LLC 0.25% Add +0.0% 6,292 $1.2M
Cantor Fitzgerald Investment Advisors L.P. 0.09% No change 6,290 $1.2M
Thompson Davis & Co., Inc. 0.79% Add +0.7% 6,287 $1.2M
Highview Capital Management LLC 0.47% Reduce -0.7% 6,285 $1.2M
Rockland Trust Co. 0.06% No change 6,284 $1.2M
Mayfair Advisory Group, LLC 0.72% Add +0.2% 6,284 $1.2M
Fortitude Advisory Group L.L.C. 0.74% Add +11.5% 6,263 $1.2M
Strategic Financial Services, Inc. 0.07% Reduce -9.3% 6,257 $1.2M
Founders Financial Securities LLC 0.11% Reduce -39.5% 6,253 $1.2M
Cooper/Haims Advisors, LLC 0.69% No change 6,236 $1.2M
Dempze Nancy E 0.70% No change 6,231 $1.2M
Fortis Capital Advisors, LLC 0.42% No change 6,216 $1.2M
Wolff Financial Management LLC 0.34% Reduce -3.2% 6,214 $1.2M
RVW Wealth, LLC 0.11% Reduce -0.3% 6,212 $1.2M
Herold Advisors, Inc. 0.26% Add +12.5% 6,196 $1.2M
Ashton Thomas Securities, LLC 0.33% No change 6,187 $1.2M
MFA Wealth Services 0.97% — 6,154 $1.2M
Albion Financial Group 0.08% Reduce -17.3% 6,150 $1.2M
Pure Financial Advisors, LLC 0.03% Add +92.2% 6,138 $1.2M
TRUE Private Wealth Advisors 0.15% New 6,129 $1.2M
Flagship Wealth Advisors, LLC 0.70% — 6,125 $1.2M
RDA Financial Network 0.35% Reduce -0.4% 6,117 $1.2M
Ledgewood Wealth Advisors, LLC 0.77% No change 6,115 $1.2M
Assetmark, Inc. 0.00% Add +121.5% 6,113 $1.2M
First Citizens Bank & Trust Co. 0.02% No change 6,111 $1.2M
Horizon Wealth Management, LLC 0.21% Reduce -0.4% 6,093 $1.2M
Keeler & Nadler Financial Planning & Wealth Management 0.56% Reduce -12.6% 6,092 $1.2M
Abacus Wealth Partners, LLC 0.18% No change 6,083 $1.2M
Parr McKnight Wealth Management Group, LLC 0.17% — 6,074 $1.2M
Clear Point Advisors Inc. 1.02% Add +0.7% 6,072 $1.2M
Tenret Co LLC 0.74% No change 6,040 $1.2M
Note Advisors, LLC 1.05% — 6,028 $1.2M
Great Diamond Partners, LLC 0.31% Reduce -1.2% 6,026 $1.2M
ERn Financial, LLC 0.18% Reduce -2.4% 6,024 $1.2M
Bristlecone Advisors, LLC 0.09% Reduce -2.6% 5,981 $1.2M
Daymark Wealth Partners, LLC 0.05% Reduce -4.0% 5,964 $1.2M
Greenspring Advisors, LLC 0.25% Reduce -26.4% 5,937 $1.2M
IFG Advisors, LLC 0.23% Add +2.6% 5,919 $1.2M
Millennium Capital Advisors, LLC 0.79% Reduce -2.1% 5,903 $1.2M
Impact Capital Partners LLC 0.41% — 5,897 $1.2M
Essex LLC 0.24% Add +0.8% 5,896 $1.2M
Well Done, LLC 0.21% No change 5,829 $1.2M
Cranbrook Wealth Management, LLC 0.27% No change 5,875 $1.2M
MPS Loria Financial Planners, LLC 0.34% Add +0.5% 5,870 $1.1M
Brown Miller Wealth Management, LLC 0.44% Add +14.1% 5,825 $1.1M
Siligmueller & Norvid Wealth Advisors LLC 0.49% — 5,811 $1.1M
Cable Hill Partners, LLC 0.11% No change 5,776 $1.1M
QRG Capital Management, Inc. 0.01% Add +15.1% 5,762 $1.1M
Tsfg, LLC 0.23% Reduce -2.9% 5,716 $1.1M
Barnes Wealth Management Group, Inc 0.75% — 5,704 $1.1M
First Bancorp, Inc 0.76% No change 5,684 $1.1M
Evernest Financial Advisors, LLC 0.29% Add +0.6% 5,675 $1.1M
Key Client Fiduciary Advisors, LLC 0.50% Add +0.3% 5,665 $1.1M
Sovereign Financial Group, Inc. 0.25% Reduce -0.7% 5,663 $1.1M
Union Savings Bank 0.54% No change 5,652 $1.1M
Evergreen Advisors, LLC 0.30% Add +0.8% 5,648 $1.1M
National Wealth Management Group, LLC 0.74% Reduce -4.5% 5,647 $1.1M
Trifecta Capital Advisors, LLC 0.22% Reduce -0.1% 5,623 $1.1M
Gradient Capital Advisors, LLC 0.35% Reduce -1.9% 5,620 $1.1M
Capital Asset Advisory Services LLC 0.05% Reduce -1.6% 5,604 $1.1M
Elmwood Wealth Management, Inc. 0.44% No change 5,613 $1.1M
XML Financial, LLC 0.10% Reduce -5.3% 5,599 $1.1M
Signal Advisors Wealth, LLC 0.12% Add +52.9% 5,596 $1.1M
Cadence Bank 0.07% Reduce -6.6% 5,589 $1.1M
Palisade Asset Management, LLC 0.11% No change 5,581 $1.1M
Safeguard Financial, LLC 0.24% Reduce -2.2% 5,578 $1.1M
Littlejohn Financial Services, Inc. 0.98% — 5,561 $1.1M
Integrity Financial Corp 0.63% Add +11.3% 5,554 $1.1M
Pitcairn Co. 0.06% No change 5,542 $1.1M
Leonard Rickey Investment Advisors P.L.L.C. 0.25% Reduce -0.2% 5,539 $1.1M
Webster Bank, N. A. 0.12% Reduce -4.1% 5,538 $1.1M
WealthCare Investment Partners, LLC 0.47% Add +0.2% 5,548 $1.1M
Lantern Wealth Advisors, LLC 0.70% Add +16.4% 5,510 $1.1M
Smartleaf Asset Management LLC 0.11% Add +13.5% 5,507 $1.1M
Northwest Wealth Management, LLC 0.23% Reduce -1.0% 5,505 $1.1M
Baldwin Wealth Partners LLC 0.07% No change 5,500 $1.1M
Barclays PLC 0.00% Reduce -30.0% 5,500 $1.1M
Northwest Bancshares, Inc. 0.20% No change 5,493 $1.1M
Invst, LLC 0.13% Reduce -6.1% 5,487 $1.1M
Institute for Wealth Management, LLC. 0.13% Reduce -0.7% 5,480 $1.1M
Lowe Brockenbrough & Co. Inc. 0.07% No change 5,474 $1.1M
Blossom Wealth Management 2.06% Add +1.8% 5,472 $1.1M
BlueChip Wealth Advisors LLC 0.59% Add +169.1% 5,442 $1.1M
Coppell Advisory Solutions LLC 0.15% Add +3.3% 5,429 $1.1M
Sage Capital Advisors,llc 0.28% Add +0.1% 5,411 $1.1M
Lincoln Capital Corp. 0.44% No change 5,395 $1.1M
Christensen, King & Associates Investment Services, Inc. 0.49% Add +11.2% 5,298 $1.1M
Front Row Advisors LLC 0.36% Add +4.7% 5,381 $1.1M
Balanced Wealth Group LLC 0.47% Add +0.5% 5,186 $1.0M
SLT Holdings LLC 1.01% — 5,343 $1.0M
BTG Pactual Asset Management US LLC 0.14% No change 5,985 $1.0M
Sutton Place Investors LLC 0.60% No change 5,311 $1.0M
Financial Partners Group, Inc 0.15% Reduce -3.4% 5,307 $1.0M
Moody LYNN Lieberson & Walker, LLC 0.06% Reduce -0.6% 5,307 $1.0M
Elser Financial Planning, Inc 0.06% No change 5,303 $1.0M
Claris Financial LLC 0.68% — 5,268 $1.0M
J. W. Coons Advisors, LLC 0.27% Reduce -28.4% 5,268 $1.0M
O'ROURKE & COMPANY, Inc 0.50% Reduce -1.5% 5,253 $1.0M
Sawgrass Asset Management LLC 0.11% No change 5,238 $1.0M
Roxbury Financial LLC 0.99% — 4,991 $1.0M
Almitas Capital LLC 0.22% New 5,214 $1.0M
Ridgewood Investments LLC 0.49% Add +12.8% 5,191 $1.0M
Mosaic Family Wealth Partners, LLC 0.15% Add +0.6% 5,178 $1.0M
Accredited Investors Inc. 0.06% Reduce -2.9% 5,129 $1.0M
Michael A. Dubis Financial Planning, LLC 0.97% — 5,104 $999K
Jag Capital Management, LLC 0.14% No change 5,075 $994K
TAGStone Capital, Inc. 0.49% Add +0.9% 5,072 $993K
Revolve Wealth Partners, LLC 0.15% Add +12.8% 5,066 $992K
Independent Wealth Network Inc. 0.40% Reduce -1.0% 5,026 $984K
Marble Harbor Investment Counsel, LLC 0.11% Add +10.3% 5,015 $982K
Wells Financial Advisors INC 1.33% Reduce -5.6% 5,002 $980K
Indiana Trust & Investment Management Co 0.33% No change 4,995 $978K
Santori & Peters, Inc. 0.37% Add +0.7% 4,990 $977K
McAdam, LLC 0.05% Reduce -0.6% 4,979 $975K
CFS Investment Advisory Services, LLC 0.09% Add +3.4% 4,968 $973K
Maple Capital Management, Inc. 0.07% Add +1.0% 4,962 $972K
Newman Dignan & Sheerar, Inc. 0.25% New 4,957 $971K
Broyhill Asset Management, LLC 0.85% — 4,937 $967K
MA Private Wealth 0.18% No change 4,926 $965K
Wealth Dimensions Group, Ltd. 0.24% Add +50.0% 4,919 $963K
Ignite Planners, LLC 0.21% Add +1.5% 4,908 $963K
Fiduciary Group, LLC 0.10% Reduce -2.7% 4,911 $962K
Benchmark Financial Wealth Advisors, LLC 0.31% New 4,901 $960K
Bridges Investment Management Inc. 0.01% No change 4,897 $959K
Vicus Capital 0.08% Reduce -1.4% 4,876 $955K
American State Bank (Iowa) 0.58% No change 4,873 $954K
Texas Yale Capital Corp. 0.04% Add +1.7% 4,871 $954K
Blake Schutter Theil Wealth Advisors, LLC 1.01% Add +1.5% 4,870 $954K
Rockingstone Advisors LLC 0.42% No change 4,866 $953K
BlueStem Wealth Partners, LLC 0.12% — 4,817 $943K
TruWealth Advisors, LLC 0.06% No change 4,814 $943K
Keeley-Teton Advisors, LLC 0.11% No change 4,808 $942K
Principal Securities, Inc. 0.02% Reduce -7.1% 4,795 $939K
Morling Financial Advisors, LLC 0.33% Reduce -10.3% 4,772 $935K
Van Den Berg Management I, Inc. 0.27% Reduce -7.3% 4,759 $932K
Towerpoint Wealth, LLC 0.46% Add +0.8% 4,746 $929K
Occidental Asset Management, LLC 0.14% Add +0.1% 4,744 $929K
Park National Corp. 0.03% Reduce -2.9% 4,740 $928K
JRM Investment Counsel, LLC 0.35% Reduce -4.6% 4,733 $927K
Mason Investment Advisory Services, Inc. 0.05% Add +0.1% 4,730 $926K
GK Wealth Management LLC 1.17% — 4,726 $925K
Flagship Private Wealth, LLC 0.44% Add +0.2% 4,705 $921K
Ritter Daniher Financial Advisory LLC / DE 0.26% Reduce -4.6% 4,701 $921K
MassMutual Private Wealth & Trust, FSB 0.03% Reduce -2.6% 4,695 $919K
XY Planning Network, Inc. 0.69% — 4,678 $916K
Bluespring Wealth Management, LLC 0.09% Reduce -2.2% 4,675 $916K
LongView Wealth Management 0.28% Add +6.0% 4,655 $912K
Camden National Bank 0.14% Reduce -3.5% 4,629 $906K
Sage Rhino Capital LLC 0.20% Add +0.0% 4,622 $905K
Successful Portfolios LLC 0.60% Add +1.0% 4,617 $904K
J2 Capital Management Inc 0.85% — 4,613 $903K
Silver Lake Advisory, LLC 0.40% Add +1.2% 4,600 $901K
Anderson Hoagland & Co. 0.09% Reduce -0.1% 4,505 $897K
Integris Wealth Management, LLC 0.25% Add +17.5% 4,578 $897K
Callan Capital, LLC 0.07% Reduce -41.0% 4,565 $894K
OneAscent Wealth Management LLC 0.37% Reduce -19.0% 4,553 $892K
Willner & Heller, LLC 0.78% Reduce -0.4% 4,555 $892K
RTD Financial Advisors, Inc. 0.11% No change 4,553 $892K
Fiduciary Alliance LLC 0.09% Add +8.4% 4,539 $889K
Neuberger Berman Group LLC 0.00% Add +19.1% 4,530 $887K
Wolfstich Capital, LLC 0.79% — 4,528 $887K
Sage Mountain Advisors LLC 0.06% Add +235.6% 4,527 $887K
Anson Capital, Inc. 0.77% Add +3.0% 4,517 $885K
Canal Capital Management, LLC 0.14% Reduce -2.7% 4,509 $883K
Westmount Partners, LLC 0.27% Reduce -5.5% 4,505 $882K
Aureus Asset Management, LLC 0.06% Add +31.6% 4,497 $881K
KOM Wealth Management Group, LLC 0.65% Reduce -0.7% 4,493 $880K
HMS Capital Management, LLC 0.43% Reduce -0.5% 4,492 $880K
Carson Advisory Inc. 0.61% Reduce -5.8% 4,474 $876K
Patten & Patten Inc. 0.06% Reduce -14.3% 4,465 $874K
HTLF Bank 0.10% Reduce -1.9% 4,462 $874K
Nicholson Wealth Management Group, LLC 0.58% New 4,456 $873K
Highland Capital Management, LLC 0.05% Add +0.3% 4,446 $871K
Eagle Strategies LLC 0.15% Add +1.8% 4,445 $871K
Richard W. Paul & Associates, LLC 0.32% Reduce -7.6% 4,442 $870K
Headlands Technologies LLC 0.09% Add +144.1% 4,442 $870K
Medallion Wealth Advisors, LLC 0.43% — 4,444 $870K
Agate Pass Investment Management, LLC 0.39% Reduce -1.7% 4,440 $869K
Vaughan David Investments LLC 0.02% Reduce -8.1% 4,418 $865K
Summit Financial Wealth Advisors, LLC 0.17% Add +0.1% 4,284 $864K
SOL Capital Management CO 0.10% Reduce -1.6% 4,410 $864K
Missouri Trust & Investment Co 0.30% Add +2.4% 4,404 $862K
Capital Management Corp. 0.15% No change 4,400 $862K
Future Financial Wealth Managment LLC 0.63% Reduce -10.9% 4,386 $859K
Legacy Financial Strategies, LLC 0.18% Add +4.8% 4,400 $858K
Savvy Advisors, Inc. 0.10% Add +44.4% 4,367 $855K
Coho Partners, Ltd. 0.04% New 4,356 $853K
Clarity Wealth Development LLC 0.92% — 4,203 $850K
Core Wealth Advisors, Inc. 0.28% Add +10.1% 4,318 $846K
Grey Ledge Advisors, LLC 0.22% Reduce -10.0% 4,290 $840K
Chancellor Financial Group WB LP 0.68% — 4,287 $840K
John W. Brooker & Co., CPAs 0.36% Add +0.4% 4,262 $835K
Trust Co 0.10% No change 4,241 $831K
Thrive Wealth Management, LLC 0.15% Add +3.6% 4,240 $830K
GWN Securities Inc. 0.22% — 4,162 $830K
Melfa Wealth Management, Inc. 0.56% No change 4,238 $830K
Redhawk Wealth Advisors, Inc. 0.11% Add +15.3% 4,220 $826K
Nautilus Advisors LLC 0.66% — 4,214 $825K
Telos Capital Management, Inc. 0.09% Add +22.9% 4,206 $824K
Atlas Legacy Advisors, LLC 0.20% — 4,200 $822K
Private Management Group Inc. 0.03% Add +0.1% 4,196 $822K
Passumpsic Savings Bank 0.51% Add +1.1% 4,192 $821K
Legacy Private Trust Co. 0.05% Add +19.4% 4,192 $821K
Berger Financial Group, Inc 0.06% Add +6.6% 4,130 $809K
KMG Fiduciary Partners, LLC 0.07% No change 4,120 $807K
Citizens & Northern Corp. 0.22% No change 4,118 $806K
Private Capital Management LLC 0.16% Reduce -43.8% 4,116 $806K
Flagstone Financial Management 0.27% Reduce -18.4% 4,108 $804K
Capital Market Strategies LLC 0.47% Add +0.3% 4,108 $804K
Valued Retirements, Inc. 1.08% Add +1.8% 4,102 $803K
Sovran Advisors, LLC 0.11% — 4,100 $800K
Hobart Private Capital, LLC 0.20% Add +15.8% 4,084 $800K
TCI Wealth Advisors, Inc. 0.07% Add +2.7% 4,069 $797K
ORG Partners LLC 0.11% Add +701.8% 4,065 $796K
Willow Creek Wealth Management Inc. 0.08% No change 4,053 $794K
Ascent Wealth Partners, LLC 0.11% Add +0.6% 4,028 $789K
LVM Capital Management Ltd. 0.08% Reduce -0.5% 4,024 $788K
Financial Enhancement Group LLC 0.12% Reduce -8.0% 4,044 $785K
Smith Chas P & Associates Pa Cpas 0.05% Reduce -0.9% 4,004 $784K
Regimen Wealth, LLC 0.26% Add +0.6% 3,997 $783K
Wood Tarver Financial Group, LLC 0.26% — 3,996 $782K
Gerber, LLC 0.57% No change 3,992 $782K
Sequent Planning LLC 0.29% Reduce -2.4% 3,977 $779K
Bfsg, LLC 0.09% Reduce -36.4% 3,967 $777K
Dechtman Wealth Management, LLC 0.15% Add +5.8% 3,953 $774K
Fulton Bank, N.A. 0.03% Add +81.3% 3,952 $774K
Boston Trust Walden Corp 0.01% Reduce -4.1% 3,952 $774K
Fairview Capital Investment Management, LLC 0.04% Add +1.3% 3,949 $774K
Am Investment Strategies LLC 0.19% No change 3,943 $772K
Bordeaux Wealth Advisors LLC 0.12% No change 3,941 $772K
Palo Alto Wealth Advisors, LLC 0.27% Add +3.3% 3,925 $769K
RiverFront Investment Group, LLC 0.02% Add +7.2% 3,910 $766K
Ring Mountain Capital, LLC 0.51% — 3,892 $762K
Black Point Wealth Management 0.88% Add +1.2% 3,877 $759K
Insight Wealth Strategies, LLC 0.10% Add +5.9% 3,863 $756K
Pine Valley Investments Ltd Liability Co 0.05% Reduce -3.7% 3,853 $755K
Wiser Wealth Management, Inc 0.21% Add +35.9% 3,848 $754K
Cypress Capital Group 0.09% Reduce -30.8% 3,845 $753K
Patrick M Sweeney & Associates, Inc. 0.56% Add +1.4% 3,837 $751K
Strategic Wealth Investment Group, LLC 0.04% Add +20.0% 3,833 $751K
Greenleaf Trust 0.01% Add +1.2% 3,822 $748K
Trademark Financial Management, LLC 0.59% Add +4.5% 3,822 $748K
Baxter Bros Inc. 0.10% Add +27.1% 3,808 $746K
Koa Wealth Management, LLC 0.61% Reduce -1.8% 3,804 $745K
Boltwood Capital Management 0.23% Reduce -0.7% 3,802 $745K
Intrust Bank NA 0.08% No change 3,799 $744K
Investment Planning Advisors, Inc. 0.32% Reduce -6.5% 3,794 $743K
Naples Global Advisors, LLC 0.07% Add +6.8% 3,789 $742K
Pasadena Private Wealth, LLC 0.15% Add +2.7% 3,773 $739K
Bay Capital Advisors, LLC 0.59% — 3,761 $737K
Lutz Financial Services LLC 0.06% No change 3,760 $736K
Burke & Herbert Bank & Trust Co. 0.17% Add +39.3% 3,750 $734K
Fisher Asset Management 0.00% Reduce -1.6% 3,749 $734K
Capital Management Associates, Inc 0.27% Reduce -4.8% 3,745 $733K
Wealth Group Ltd 0.21% Reduce -1.7% 3,742 $733K
Seaside Wealth Management, Inc. 0.27% Add +0.9% 3,735 $731K
Avaii Wealth Management, LLC 0.36% Reduce -1.4% 3,713 $727K
Spirit of America Management Corp. 0.15% Add +3.2% 3,706 $726K
Schrum Private Wealth Management LLC 0.61% Reduce -37.6% 3,701 $725K
Bragg Financial Advisors, Inc 0.03% Reduce -4.4% 3,700 $725K
First National Bank of Omaha 0.05% No change 3,694 $723K
Minot DeBlois Advisors LLC 0.66% — 3,688 $722K
Wealthquest Corp 0.06% Reduce -1.3% 3,678 $720K
Mechanics Bank Trust Department 0.10% Reduce -0.1% 3,672 $719K
LBMC Investment Advisors, LLC 0.06% Reduce -0.2% 3,670 $719K
Ellsworth Advisors, LLC 0.19% Add +19.9% 3,665 $718K
BSW Wealth Partners 0.11% Add +0.1% 3,660 $717K
MN Wealth Advisors, LLC 0.40% Add +4.7% 3,658 $716K
Smithfield Trust Co 0.04% Reduce -0.9% 3,652 $715K
Mark Sheptoff Financial Planning, LLC 0.38% Reduce -3.8% 3,649 $715K
Arcus Capital Partners, LLC 0.23% Reduce -0.3% 3,913 $715K
Plante Moran Financial Advisors, LLC 0.06% Add +14.7% 3,642 $713K
Cannell & Spears LLC 0.01% Add +0.3% 3,632 $711K
Moulton Wealth Management, Inc. 0.55% Reduce -52.5% 3,629 $711K
Grove Bank & Trust 0.10% No change 3,623 $709K
Calamos Wealth Management LLC 0.04% Add +122.9% 3,616 $708K
Linden Thomas Advisory Services, LLC 0.09% New 3,606 $706K
Mairs & Power Inc. 0.01% No change 3,605 $706K
FF Advisors,LLC 0.48% No change 3,493 $706K
Leading Edge Financial Planning LLC 0.23% Reduce -0.6% 3,597 $705K
SYM FINANCIAL Corp 0.09% Reduce -2.5% 3,594 $704K
Root Financial Partners, LLC 0.09% Add +39.9% 3,590 $703K
Selective Wealth Management, Inc. 0.29% Reduce -5.8% 3,599 $703K
Kathleen S. Wright Associates Inc. 0.29% Add +1.3% 3,580 $701K
CoreCap Advisors, LLC 0.03% Add +21.9% 3,577 $700K
Norden Group LLC 0.08% Reduce -5.5% 3,569 $699K
Ewa, LLC 0.26% Reduce -0.4% 3,566 $698K
Blueprint Investment Partners LLC 0.11% Reduce -2.2% 3,553 $696K
Capasso Planning Partners LLC 0.28% Reduce -4.1% 3,553 $696K
Zacks Investment Management 0.01% Reduce -24.0% 3,522 $690K
Rockwood Wealth Management, LLC 0.07% Add +0.2% 3,522 $690K
UNIVEST FINANCIAL Corp 0.04% Add +0.1% 3,520 $689K
AlTi Global, Inc. 0.02% Add +10.3% 3,519 $689K
Rockbridge Investment Management, LCC 0.09% No change 3,518 $689K
Clark Asset Management, LLC 0.13% Add +3.8% 3,509 $687K
JGP Wealth Management, LLC 0.09% Add +0.2% 3,508 $687K
Bailard, Inc. 0.02% No change 3,498 $685K
PrairieView Partners, LLC 0.07% No change 3,490 $683K
Avidian Wealth Enterprises, LLC 0.03% Reduce -2.1% 3,481 $682K
Olde Wealth Management, LLC 0.24% Add +0.2% 3,482 $681K
Sonora Investment Management Group, LLC 0.05% Add +1.9% 3,468 $679K
Frisch Financial Group, Inc. 0.21% Add +0.8% 3,463 $678K
Matrix Asset Advisors Inc. 0.07% Add +0.1% 3,455 $677K
Pine Harbor Wealth Management, LLC 0.27% Add +0.5% 3,453 $676K
Baldwin Investment Management, LLC 0.09% Reduce -34.8% 3,451 $676K
Saxony Capital Management, LLC 0.59% Add +6.3% 3,438 $673K
Sage Capital Management, LLC 0.34% Add +0.4% 3,437 $673K
Magnus Financial Group LLC 0.07% Reduce -26.5% 3,435 $673K
Hemington Wealth Management 0.17% No change 3,436 $672K
Blue Oak Capital, LLC 0.41% — 3,431 $672K
Councilor Wealth, LLC 0.32% Add +6.1% 3,421 $670K
Adapt Wealth Advisors, LLC 0.33% No change 3,420 $670K
Stephens Consulting, LLC 0.17% Reduce -1.6% 3,419 $669K
Great Lakes Retirement, Inc. 0.09% No change 3,416 $669K
Schaeffer Financial LLC 0.67% Reduce -3.6% 3,410 $668K
Mason & Associates Inc 0.16% Add +7.7% 3,404 $667K
Bowman & Co S.C. 0.35% Reduce -12.9% 3,404 $667K
Financial Advisors Network, Inc. 0.11% — 3,396 $665K
Gemmer Asset Management LLC 0.07% Add +0.1% 3,395 $665K
Advantage Trust Co 0.39% No change 3,388 $663K
L.K. Benson & Company, P.C. 0.47% — 3,387 $663K
YHB Investment Advisors, Inc. 0.05% Reduce -33.6% 3,380 $662K
Ellis Investment Partners, LLC 0.13% Reduce -4.2% 3,379 $662K
Pacific Sun Financial Corp 0.36% Reduce -0.6% 3,372 $660K
Foster & Motley Inc. 0.04% Reduce -3.0% 3,373 $660K
Independence Bank of Kentucky 0.10% Add +146.8% 3,362 $658K
Valley National Advisers Inc. 0.12% No change 3,362 $658K
Hoey Investments, Inc. 0.11% Add +1.4% 3,359 $658K
Wick Capital Partners, LLC 0.19% Add +0.0% 3,356 $657K
N.E.W. Advisory Services LLC 0.06% Add +9.4% 3,351 $656K
Thompson Siegel & Walmsley LLC 0.01% Add +7.9% 3,351 $656K
HFG Advisors, Inc. 0.57% Reduce -16.8% 3,341 $654K
Thompson David Blair 0.48% — 3,333 $653K
Taylor & Morgan Wealth Management, LLC 0.46% Add +0.2% 3,330 $652K
Financial Life Planners 0.55% — 3,322 $651K
Better Money Decisions, LLC 0.45% Reduce -4.2% 3,307 $648K
Hilltop National Bank 0.19% Add +4.0% 3,306 $647K
Acas, LLC 0.48% Reduce -6.0% 3,170 $646K
Nvwm, LLC 0.16% No change 3,300 $646K
Bensler, LLC 0.08% Add +0.1% 3,284 $643K
Asset Dedication, LLC 0.05% Reduce -13.5% 3,278 $642K
Oxford Financial Group, LTD. LLC 0.04% No change 3,278 $642K
Trust Co. of Oklahoma 0.20% No change 3,275 $641K
Worth Financial Advisory Group, LLC 0.39% Add +7.7% 3,247 $636K
CWA Asset Management Group, LLC 0.03% Add +10.4% 3,239 $634K
Laidlaw Wealth Management LLC 0.28% Add +1.1% 3,231 $633K
Radnor Capital Management, LLC 0.11% Reduce -41.6% 3,223 $631K
Howland Capital Management LLC 0.03% No change 3,221 $631K
Center for Financial Planning, Inc. 0.08% Add +643.6% 3,220 $631K
RFG - Bristol Wealth Advisors, LLC 0.21% — 3,215 $630K
Simplicity Wealth,LLC 0.13% Reduce -45.5% 3,209 $628K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -5.0% 3,208 $628K
Hilltop Holdings Inc. 0.04% Reduce -0.3% 3,203 $627K
Hill Island Financial LLC 0.18% Reduce -10.1% 3,188 $624K
Maryland Capital Advisors Inc. 0.29% Add +84.5% 3,186 $624K
Legacy Trust 0.14% No change 3,184 $624K
OMNI 360 Wealth, Inc. 0.41% Reduce -7.0% 3,176 $622K
Motiv8 Investments LLC 0.44% Reduce -2.2% 3,169 $621K
American Money Management, LLC 0.12% Reduce -18.6% 3,155 $618K
Sheaff Brock Investment Advisors, LLC 0.05% Add +1.4% 3,150 $617K
Glenview Trust Co 0.01% Reduce -1.4% 3,148 $616K
Trueblood Wealth Management, LLC 0.30% Add +21.6% 3,147 $616K
Heritage Financial Services, LLC 0.08% No change 3,146 $616K
West Oak Capital, LLC 0.32% Reduce -3.9% 3,125 $612K
Ballast, Inc. 0.17% Reduce -0.3% 3,119 $611K
First Foundation Advisors 0.02% Add +61.5% 3,119 $611K
Westbourne Investments, Inc. 0.36% — 3,115 $610K
New Century Financial Group, LLC 0.26% Reduce -17.2% 3,109 $610K
Winebrenner Capital Management LLC 0.47% — 3,112 $609K
Helium Advisors LLC 0.48% — 3,107 $608K
Schwallier Wealth Management LLC 0.46% Add +0.7% 3,106 $608K
2UniFi Bank 0.40% — 3,105 $608K
Lester Murray Antman dba SimplyRich 0.17% No change 3,102 $607K
BTS Asset Management, Inc. 0.60% New 3,073 $602K
Roberts Financial Services LLC 0.11% Add +63.8% 3,068 $601K
Dahring | Cusmano LLC 0.54% — 3,065 $600K
Sterling Financial Planning, Inc. 0.22% Reduce -2.1% 3,062 $600K
Rollins Financial Advisors, LLC 0.09% Add +2.6% 3,052 $598K
Vista Investment Management 0.23% Reduce -3.4% 3,050 $597K
Hunter Associates Investment Management LLC 0.09% No change 3,045 $597K
Cyndeo Wealth Partners, LLC 0.04% Reduce -1.5% 3,047 $597K
Capital Group Private Client Services, Inc. 0.01% Add +0.2% 3,040 $595K
JBR Co Financial Management Inc 0.36% No change 3,038 $595K
JB Capital LLC 0.03% Add +2.3% 3,038 $595K
Russell Investments Group, Ltd. 0.00% Add +21.1% 3,036 $594K
Masso Torrence Wealth Management Inc. 0.31% Reduce -6.2% 3,026 $593K
Icon Wealth Advisors, LLC 0.05% No change 3,022 $592K
Aviso Financial Inc. 0.03% Add +37.6% 3,022 $592K
Financial Alternatives, Inc 0.42% Reduce -4.0% 3,019 $591K
Saiph Capital, LLC 0.27% Reduce -3.5% 3,012 $590K
Lakeridge Wealth Management LLC 0.30% Add +1.0% 3,009 $589K
Heritage Family Offices, LLP 0.29% No change 3,008 $589K
Tanager Wealth Management LLP 0.08% Add +10.1% 3,005 $588K
Wealth Management Strategies, Inc. 0.45% — 3,002 $588K
Gryphon Financial Partners LLC 0.08% Reduce -9.8% 2,999 $587K
BCU Wealth Advisors, LLC 0.33% Add +0.6% 2,985 $585K
Samalin Investment Counsel, LLC 0.25% Reduce -2.9% 2,984 $584K
Merriman Wealth Management, LLC 0.02% Reduce -0.3% 2,982 $584K
S.A. Mason LLC 0.31% Reduce -2.9% 2,978 $583K
Compass Capital Corp. /Ma/ 0.23% — 2,885 $581K
KPP Advisory Services LLC 0.14% Add +0.1% 2,964 $580K
Vermillion & White Wealth Management Group, LLC 0.43% No change 2,964 $580K
Appleton Partners Inc. 0.04% Reduce -14.1% 2,953 $578K
Macroview Investment Management LLC 0.59% Add +0.0% 2,951 $578K
Summit Investment Advisory Services, LLC 0.30% Reduce -7.5% 2,950 $578K
TCV Trust & Wealth Management, Inc. 0.05% No change 2,944 $577K
TrinityPoint Wealth, LLC 0.08% Add +12.4% 2,944 $576K
Scott Capital Advisors, LLC 0.17% Add +0.1% 2,969 $576K
Jackson Hole Capital Partners, LLC 0.12% Add +0.1% 2,943 $576K
Farmers National Bank 0.17% — 2,932 $574K
Prestige Wealth Management Group LLC 0.12% Reduce -3.9% 2,916 $571K
O'Brien Greene & Co. Inc 0.19% Add +0.8% 2,911 $570K
J.Safra Asset Management Corp 0.05% New 2,910 $570K
Meridian Wealth Partners, LLC 0.09% Reduce -13.1% 2,901 $568K
Destination Wealth Management 0.02% Reduce -0.7% 2,897 $567K
Pointe Capital Management LLC 0.33% Add +98.6% 2,891 $566K
Facet Wealth, Inc. 0.01% Add +2.6% 2,800 $565K
BCS Wealth Management 0.14% New 2,887 $565K
Intrua Financial, LLC 0.09% Reduce -32.0% 2,883 $565K
Plancorp, LLC 0.02% Add +67.0% 2,883 $565K
Convergence Financial, LLC 0.11% Reduce -6.0% 2,880 $564K
Cambria Investment Management, L.P. 0.03% New 2,879 $564K
Empowered Funds, LLC 0.01% New 2,879 $564K
Praetorian Wealth Management, Inc. 0.14% New 2,879 $564K
Darwin Wealth Management, LLC 0.19% Reduce -22.8% 2,863 $561K
1776 Wealth LLC 0.26% No change 2,860 $560K
South Plains Financial, Inc. 0.43% — 2,856 $559K
Diversify Advisory Services, LLC 0.03% Reduce -3.1% 2,898 $559K
PBMares Wealth Management LLC 0.11% Add +2.5% 2,853 $559K
Hopwood Financial Services, Inc. 0.42% — 2,852 $558K
AssuredPartners Investment Advisors, LLC 0.11% — 2,848 $558K
Silver Oak Securities, Incorporated 0.05% Add +32.7% 2,837 $556K
Brandywine Oak Private Wealth LLC 0.05% Add +0.0% 2,829 $554K
Ibex Wealth Advisors 0.07% New 2,820 $552K
ARS Wealth Advisors Group, LLC 0.08% Add +3.6% 2,817 $552K
Bedel Financial Consulting, Inc. 0.08% Add +18.4% 2,701 $551K
Team Hewins, LLC 0.22% Add +100.5% 2,811 $550K
Gimbal Financial 0.45% Reduce -17.2% 2,803 $549K
Second Line Capital, LLC 0.15% New 2,802 $549K
Libra Wealth LLC 0.21% No change 2,799 $548K
Autumn Glory Partners, LLC 0.27% Add +0.7% 2,794 $547K
Grey Fox Wealth Advisors, LLC 0.15% Add +8.8% 2,792 $547K
Alliance Wealth Management Group 0.15% No change 2,791 $547K
Towercrest Capital Management 0.09% No change 2,791 $547K
RPS Advisory Solutions LLC 0.34% Add +0.2% 2,777 $544K
Brookmont Capital Management 0.29% Reduce -37.3% 2,777 $544K
Arthur M. Cohen & Associates, LLC 0.10% Reduce -0.9% 2,759 $540K
Culbertson A N & Co. Inc. 0.09% No change 2,757 $540K
Values Added Financial LLC 0.31% Add +69.0% 2,755 $540K
Central Valley Advisors, LLC 0.24% Reduce -1.8% 2,752 $539K
McLean Asset Management Corp 0.16% Add +0.1% 2,736 $536K
Stone Summit Wealth LLC 0.18% Reduce -3.5% 2,734 $535K
LifeGoal Investments, LLC 0.58% — 2,721 $533K
Covenant Asset Management, LLC 0.12% Add +4.8% 2,717 $532K
Citizens Business Bank 0.13% New 2,709 $531K
Topsail Wealth Management, LLC 0.11% — 2,705 $530K
Red Tortoise LLC 0.28% Add +0.4% 2,699 $528K
VSM Wealth Advisory, LLC 0.19% — 2,688 $526K
Avant Financial Advisors LLC 0.48% — 2,685 $526K
Total Wealth Planning, LLC 0.08% Add +1.5% 2,679 $525K
Sugarloaf Wealth Management, LLC 0.10% Reduce -1.6% 2,677 $524K
Condor Capital Management 0.05% No change 2,674 $524K
Beacon Financial Planning, Inc. 0.30% Reduce -1.7% 2,662 $521K
Optas, LLC 0.11% No change 2,662 $521K
Alteri Wealth LLC 0.14% — 2,662 $521K
Tanglewood Legacy Advisors, LLC 0.22% Add +28.6% 2,658 $521K
Hanson & Doremus Investment Management 0.08% Reduce -11.5% 2,653 $520K
Curated Wealth Partners LLC 0.06% No change 2,650 $519K
Constant Guidance Financial LLC 0.45% Reduce -1.2% 2,649 $519K
First Trust Advisors LP 0.00% New 2,636 $516K
Dunhill Financial, LLC 0.24% Add +13.0% 2,627 $515K
GeoWealth Management, LLC 0.02% Reduce -37.1% 2,622 $514K
Mengis Capital Management, Inc. 0.10% Add +0.1% 2,610 $511K
LMG Wealth Partners, LLC 0.11% No change 2,601 $509K
Mitchell McLeod Pugh & Williams Inc. 0.11% Add +7.3% 2,595 $508K
Guidance Point Advisors, LLC 0.15% Add +8.1% 2,594 $508K
Breakwater Capital Group 0.10% No change 2,590 $507K
Peak Retirement Planning, Inc. 0.34% — 2,586 $506K
Bridge Creek Capital Management LLC 0.16% Reduce -20.5% 2,583 $506K
Next Level Wealth Planning, LLC 0.40% — 2,579 $505K
Phillips Wealth Planners LLC 0.50% Reduce -6.9% 2,618 $505K
Foguth Wealth Management, LLC. 0.13% New 2,496 $505K
MBE Wealth Management, LLC 0.28% Reduce -0.6% 2,559 $501K
McKinley Carter Wealth Services, Inc. 0.03% No change 2,556 $501K
Kathmere Capital Management, LLC 0.04% Add +34.9% 2,542 $498K
Lowe Wealth Advisors, LLC 0.21% Add +0.6% 2,540 $497K
ABLE Financial Group, LLC 0.15% Reduce -2.5% 2,528 $495K
Websterrogers Financial Advisors, LLC 0.17% No change 2,522 $494K
Cannon Financial Strategists, Inc. 0.08% Add +2.6% 2,520 $493K
Priebe Wealth Holdings LLC 0.33% Reduce -1.8% 2,518 $493K
Physician Wealth Advisors, Inc. 0.08% Add +0.1% 2,507 $491K
Quadcap Wealth Management, LLC 0.07% Reduce -4.7% 2,504 $490K
BLB&B Advisors, LLC 0.03% Reduce -1.2% 2,502 $490K
Badgley Phelps Wealth Managers, LLC 0.01% No change 2,500 $489K
Westfuller Advisors, LLC 0.31% Add +0.4% 2,497 $489K
Cherry Tree Wealth Management, LLC 0.12% Reduce -7.6% 2,493 $488K
Aaron Wealth Advisors LLC 0.06% Add +0.9% 2,492 $488K
Alpha Omega Wealth Management LLC 0.09% Add +0.1% 2,489 $487K
Verus Capital Partners, LLC 0.05% Reduce -1.7% 2,488 $487K
Alan B Lancz & Associates, Inc. 0.49% Add +0.0% 2,487 $487K
Beaumont Financial Advisors, LLC 0.04% Add +20.5% 2,485 $487K
Hamilton Point Investment Advisors, LLC 0.09% Reduce -8.7% 2,476 $485K
Denver Wealth Management, Inc. 0.22% Add +1.4% 2,473 $484K
Oak Asset Management, LLC 0.18% No change 2,472 $484K
Vertex Planning Partners, LLC 0.11% No change 2,469 $484K
James J. Burns & Company, LLC 0.08% Reduce -4.0% 2,469 $483K
Pacific Financial Group Inc. 0.36% Reduce -13.4% 2,450 $480K
Welch Group, LLC 0.02% Add +0.6% 2,444 $479K
River Street Advisors LLC 0.24% Reduce -1.4% 2,436 $477K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% Reduce -6.6% 2,434 $477K
Planned Solutions, Inc. 0.19% No change 2,423 $475K
First Western Trust Bank 0.02% No change 2,419 $474K
Diversified Portfolios, Inc. 0.05% Reduce -1.2% 2,416 $473K
Clarus Group, Inc. 0.17% Reduce -0.2% 2,414 $473K
Greenwood Gearhart LLC 0.03% New 2,412 $472K
Octavia Wealth Advisors, LLC 0.06% Reduce -5.4% 2,402 $470K
Heck Capital Advisors, LLC 0.05% No change 2,390 $468K
Orleans Capital Management Corp. 0.26% Add +20.9% 2,291 $468K
Focused Wealth Management, Inc 0.06% Add +0.7% 2,386 $467K
Perkins Coie Trust Co 0.10% No change 2,379 $466K
Access Financial Services, Inc. 0.21% Add +5.1% 2,377 $465K
Penobscot Investment Management Company, Inc. 0.04% Reduce -0.2% 2,365 $463K
Ransom Advisory, Ltd 0.21% Reduce -20.2% 2,365 $463K
Myecfo, LLC 0.25% Reduce -5.8% 2,364 $463K
Legacy Advisors, LLC 0.04% Add +26.9% 2,361 $462K
American Capital Advisory, LLC 0.26% Add +1.0% 2,360 $462K
Rise Advisors, LLC 0.22% Add +0.9% 2,354 $461K
Three Bridge Wealth Advisors, LLC 0.16% No change 2,351 $460K
Creekmur Asset Management LLC 0.11% Add +0.0% 2,349 $460K
Long Island Wealth Management, Inc. 0.29% Add +0.0% 2,347 $460K
Aveo Capital Partners, LLC 0.05% Add +100.1% 2,347 $460K
Legacy Edge Advisors, LLC 0.07% Reduce -4.0% 2,343 $459K
Manske Wealth Management 0.18% — 2,330 $456K
Chevy Chase Trust Holdings, LLC 0.00% No change 2,325 $455K
Key Financial Inc 0.10% No change 2,323 $455K
Cape Investment Advisory, Inc. 0.18% Add +14.1% 2,318 $454K
Cullen/Frost Bankers, Inc. 0.01% Add +203.1% 2,316 $453K
Ascent Group, LLC 0.03% Reduce -29.6% 2,315 $453K
Sightline Wealth Advisors, LLC 0.24% Add +0.9% 2,311 $452K
Berkshire Asset Management LLC 0.02% Reduce -3.6% 2,216 $448K
InvesTrust 0.12% — 2,288 $448K
Juncture Wealth Strategies, LLC 0.17% Add +101.6% 2,286 $448K
RS Crum Inc. 0.11% Add +3.9% 2,283 $447K
Chaney Capital Management, Inc. 0.21% No change 2,265 $444K
ForthRight Wealth Management, LLC 0.15% Reduce -0.5% 2,265 $444K
Higgins & Schmidt Wealth Strategies LLC 0.28% No change 2,263 $443K
Accredited Investor Services, LLC 0.35% — 2,262 $443K
Fingerlakes Wealth Management, Inc. 0.36% Add +0.9% 2,251 $441K
Mayport, LLC 0.13% Reduce -18.5% 2,250 $441K
Capital Wealth Alliance, LLC 0.25% Add +105.2% 2,237 $438K
Cairn Investment Group, Inc. 0.26% No change 2,238 $438K
Avion Wealth 0.11% Add +0.0% 2,239 $438K
Quadrant Capital Group LLC 0.03% Reduce -15.5% 2,234 $437K
Pacific Center for Financial Services 0.11% Add +0.6% 2,233 $437K
Blankinship & Foster, LLC 0.11% No change 2,231 $437K
Holderness Investments Co. 0.10% Add +0.4% 2,230 $437K
Davies Financial Advisors, Inc. 0.37% Add +0.8% 2,217 $434K
Disciplined Investments, LLC 0.21% Add +20.5% 2,214 $434K
Magnolia Capital Advisors LLC 0.11% New 2,210 $433K
Elevation Point Wealth Partners, LLC 0.03% Reduce -46.5% 2,206 $432K
Beacon Financial Strategies CORP 0.29% Reduce -1.0% 2,203 $431K
Elyxium Wealth, LLC 0.26% No change 2,200 $431K
Colton Groome Financial Advisors, LLC 0.16% No change 2,185 $428K
Excalibur Management Corp. 0.17% Add +12.6% 2,185 $428K
Cobblestone Capital Advisors LLC 0.02% New 2,183 $427K
Jeppson Wealth Management, LLC 0.15% No change 2,177 $426K
Paragon Financial Partners, Inc. 0.32% Reduce -72.4% 2,167 $424K
IMG Wealth Management, Inc. 0.39% — 2,167 $424K
Liberty Wealth Management LLC 0.07% Add +0.7% 2,164 $424K
Schneider Downs Wealth Management Advisors, LP 0.08% Reduce -14.7% 2,163 $424K
Dana Investment Advisors, Inc. 0.01% Reduce -16.7% 2,162 $423K
Grantvest Financial Group LLC 0.47% — 2,162 $423K
Castle Rock Wealth Management, LLC 0.10% Reduce -20.1% 2,074 $423K
Heritage Wealth Management, Inc. 0.14% Reduce -2.9% 2,152 $421K
American Trust 0.03% New 2,147 $420K
Madrona Financial Services, LLC 0.11% No change 2,146 $420K
Strait & Sound Wealth Management LLC 0.19% Reduce -8.4% 2,143 $420K
Eagle Rock Investment Company, LLC 0.07% No change 2,140 $419K
Delta Financial Group, Inc. 0.10% New 2,140 $419K
Beckerman Institutional, LLC 0.33% No change 2,136 $418K
Atlantic Family Wealth, LLC 0.49% — 2,130 $417K
First Bank & Trust 0.08% Add +1.9% 2,125 $416K
Sfmg, LLC 0.03% Add +5.4% 2,123 $416K
Cahaba Wealth Management, Inc. 0.03% Reduce -8.1% 2,123 $416K
Buffington Mohr McNeal 0.07% Reduce -3.7% 2,117 $415K
Buckingham Capital Management, Inc. 0.05% New 2,114 $414K
Crowley Wealth Management, Inc. 0.36% — 2,111 $413K
Presilium Private Wealth, LLC 0.09% Reduce -0.9% 2,105 $412K
White Pine Capital LLC 0.14% Add +3.7% 2,103 $412K
Dividend Assets Capital, LLC 0.08% Reduce -2.8% 2,099 $411K
Clifford Swan Investment Counsel LLC 0.01% No change 2,098 $411K
Southland Equity Partners LLC 0.10% Add +0.3% 2,095 $410K
Nestegg Advisors, Inc. 0.41% — 2,031 $410K
American Investment Services, Inc. 0.07% Add +0.3% 2,077 $407K
Davidson Trust Co. 0.21% Reduce -2.4% 2,072 $406K
Ameriflex Group, Inc. 0.19% — 2,005 $405K
Gilman Hill Asset Management, LLC 0.07% No change 2,070 $405K
AdvisorNet Financial, Inc 0.03% Add +25.3% 2,063 $404K
Operose Advisors LLC 0.14% Add +0.2% 2,062 $404K
Shepherd Financial Partners LLC 0.05% Add +0.1% 2,053 $402K
Walker Asset Management, LLC 0.25% No change 2,050 $401K
Doliver Advisors, LP 0.11% No change 2,050 $401K
Bedell Frazier Investment Counselling, LLC 0.10% No change 2,050 $401K
Jamison Private Wealth Management, Inc. 0.06% Add +0.4% 2,043 $400K
Palumbo Wealth Management LLC 0.15% Add +0.3% 2,039 $399K
Abacus Planning Group, Inc. 0.07% Reduce -0.8% 2,039 $399K
Commonwealth Retirement Investments LLC 0.16% Reduce -10.2% 2,037 $399K
Hengehold Capital Management LLC 0.04% Reduce -5.1% 2,028 $397K
Old Second National Bank of Aurora 0.09% Add +3.2% 2,027 $397K
RIA Advisory Group LLC 0.13% Reduce -14.6% 2,022 $396K
Orgel Wealth Management, LLC 0.01% Add +47.8% 2,021 $396K
Lane & Associates LLC 0.20% Reduce -1.3% 1,947 $394K
Rockline Wealth Management, LLC 0.11% Reduce -3.1% 2,009 $393K
Vista Capital Partners, Inc. 0.05% Reduce -5.0% 2,008 $393K
Means Investment Co., Inc. 0.04% Add +3.0% 2,007 $393K
BostonPremier Wealth LLC 0.24% — 2,003 $392K
Finer Wealth Management, Inc. 0.22% No change 2,000 $392K
Certuity, LLC 0.04% No change 2,000 $392K
Index Fund Advisors, Inc. 0.02% No change 1,998 $391K
Tritonpoint Wealth, LLC 0.04% Add +6.5% 1,991 $390K
Seelaus Asset Management LLC 0.36% Add +3.6% 1,990 $390K
Continuum Wealth Advisors, LLC 0.20% No change 1,978 $387K
Lindbrook Capital, LLC 0.03% Add +15.9% 1,976 $387K
Curtis Advisory Group, LLC 0.10% Add +5.3% 1,975 $387K
Fermata Advisors, LLC 0.07% Add +0.1% 1,973 $386K
Wealth Effects LLC 0.14% No change 1,973 $386K
Elevated Capital Advisors, LLC 0.11% Reduce -1.7% 1,971 $386K
FourThought Financial Partners, LLC 0.04% Reduce -4.8% 1,963 $384K
Claro Advisors Inc. 0.05% Reduce -50.2% 1,959 $384K
Interchange Capital Partners, LLC 0.14% Reduce -0.5% 1,959 $384K
Clark Capital Management Group, Inc. 0.00% Add +27.6% 1,954 $383K
Canandaigua National Bank & Trust Co. 0.04% Add +7.7% 1,946 $381K
Clarity Financial LLC 0.05% Add +17.4% 1,946 $381K
Robinswood Financial LLC 0.14% Add +0.3% 1,940 $380K
Aspen Investment Management Inc 0.18% No change 1,939 $380K
Founders Grove Wealth Partners, LLC 0.11% — 1,937 $379K
T. Rowe Price Associates Inc. 0.00% No change 1,928 $378K
Howard Capital Management Group, LLC 0.03% Add +28.8% 1,926 $377K
SignalPoint Asset Management, LLC 0.09% Reduce -19.0% 1,925 $377K
Symmetry Partners, LLC 0.05% Reduce -35.9% 1,924 $377K
Welch & Forbes LLC 0.00% No change 1,918 $376K
Alterna Wealth Management, Inc. 0.32% Reduce -44.5% 1,910 $374K
Tyler-Stone Wealth Management 0.07% Reduce -18.6% 1,904 $373K
Stonebridge Capital Advisors LLC 0.03% Add +7.5% 1,896 $371K
Blue Bell Private Wealth Management, LLC 0.07% Add +0.8% 1,894 $371K
Ariadne Wealth Management, LP 0.17% No change 1,822 $370K
LongView Asset Management LLC 0.32% — 1,889 $370K
Shulman DeMeo Asset Management LLC 0.10% Add +0.1% 1,888 $370K
Wealthedge Investment Advisors, LLC 0.17% — 1,879 $368K
Elevation Capital Advisory, LLC 0.16% New 1,879 $368K
Gibbs Wealth Management 0.10% Reduce -7.0% 1,879 $368K
Portland Financial Advisors Inc 0.98% — 1,870 $366K
Wealth Management Partners, LLC 0.16% Reduce -4.0% 1,870 $366K
Astoria Portfolio Advisors LLC. 0.13% Add +20.0% 1,873 $366K
Level Wealth Management LLC 0.26% — 1,863 $365K
Wealthstream Advisors, Inc. 0.07% Reduce -1.0% 1,862 $365K
Pennsylvania Capital Management Inc. 0.13% Add +1.0% 1,854 $363K
Grandview Asset Management LLC 0.13% New 1,853 $363K
Chokshi & Queen Wealth Advisors, Inc 0.23% — 1,853 $363K
Everhart Financial Group, Inc. 0.07% No change 1,853 $363K
Sage Financial Group Inc. 0.03% Reduce -0.3% 1,853 $363K
Teamwork Financial Advisors, LLC 0.05% Add +0.7% 1,851 $362K
Veridan Wealth LLC 0.17% — 1,794 $362K
Barnett & Company, Inc. 0.24% No change 1,847 $362K
First National Corp. /Ma/ 0.08% No change 1,838 $360K
tru Independence LLC 0.11% Add +0.3% 1,837 $360K
Apeiron RIA LLC 0.10% No change 1,836 $360K
Liberty Capital Management, Inc. 0.08% No change 1,834 $359K
Syntegra Private Wealth Group, LLC 0.04% Reduce -1.4% 1,833 $359K
RHS Financial, LLC 0.19% Reduce -1.4% 1,833 $359K
Campbell Wealth Management 0.03% Add +30.7% 1,830 $358K
Gallagher Capital Advisors, LLC 0.26% — 1,828 $358K
City Holding Co. 0.05% Reduce -4.1% 1,827 $358K
Woodard & Co. Asset Management Group Inc. 0.08% No change 1,825 $357K
Parkside Advisors LLC 0.08% Reduce -1.1% 1,825 $357K
Measured Wealth Private Client Group, LLC 0.12% No change 1,824 $357K
Investments & Financial Planning, LLC 0.22% Reduce -2.3% 1,821 $357K
Jupiter Wealth Management LLC 0.18% No change 1,821 $357K
Richardson Capital Management LLC 0.23% Add +7.8% 1,819 $356K
Elite Financial, Inc. 0.19% — 1,820 $356K
Householder Group Estate & Retirement Specialist, LLC 0.27% Reduce -28.0% 1,815 $355K
Hills Bank & Trust Co 0.03% Reduce -0.3% 1,810 $354K
Lyell Wealth Management, LP 0.03% Add +3.8% 1,810 $354K
Faithward Advisors, LLC 0.06% Add +11.2% 1,805 $353K
Demars Financial Group, LLC 0.15% Reduce -3.9% 1,801 $353K
Benchmark Investment Advisors LLC 0.23% Add +0.2% 1,795 $351K
Asset Planning Corporation 0.22% Reduce -7.5% 1,788 $350K
Courier Capital LLC 0.02% Add +15.5% 1,785 $350K
Holland Advisory Services, Inc. 0.46% No change 1,780 $349K
NFSG Corp 0.09% New 1,777 $348K
Carl P. Sherr & Co., LLC 0.18% No change 1,776 $348K
Indie Asset Partners, LLC 0.27% Reduce -1.3% 1,768 $346K
NCM Capital Management, LLC 0.16% No change 1,761 $345K
Investors Asset Management of Georgia Inc. /Ga/ 0.17% Add +0.5% 1,758 $344K
Acorn Financial Advisory Services Inc. 0.06% Add +41.8% 1,752 $343K
Clayton Financial Group LLC 0.12% Reduce -2.4% 1,751 $343K
Navellier & Associates Inc. 0.04% Add +0.9% 1,750 $343K
B & T Capital Management DBA Alpha Capital Management 0.06% Add +2.8% 1,749 $343K
Fairman Group, LLC 0.28% Add +0.8% 1,741 $341K
Williams & Novak, LLC 0.33% No change 1,734 $340K
Shorepoint Capital Partners LLC 0.08% Add +1.7% 1,724 $338K
Lynx Investment Advisory 0.23% Add +0.3% 1,719 $337K
Trinity Financial Advisors LLC 0.13% Reduce -19.1% 1,722 $336K
Outlook Wealth Advisors, LLC 0.10% Reduce -2.7% 1,709 $335K
Private Wealth Group, LLC 0.16% No change 1,709 $335K
Chapin Davis, Inc. 0.11% No change 1,681 $333K
Delta Investment Management, LLC 0.06% Add +1.9% 1,698 $332K
LJI Wealth Management, LLC 0.07% Reduce -38.0% 1,695 $332K
Paulson Wealth Management Inc. 0.09% Reduce -1.5% 1,692 $331K
Summit Asset Management, LLC 0.06% No change 1,689 $331K
Mendota Financial Group, LLC 0.21% Reduce -37.2% 1,678 $329K
Aspire Growth Partners LLC 0.32% — 1,677 $328K
NBT Bank, N.A. 0.02% No change 1,677 $328K
Byrne Financial Freedom, LLC 0.15% — 1,672 $327K
Mraz, Amerine & Associates, Inc. 0.06% No change 1,672 $327K
Blue Zone Wealth Advisors, LLC 0.09% Add +12.3% 1,671 $327K
Sageworth Trust Co 0.02% No change 1,666 $326K
TruNorth Capital Management, LLC 0.09% No change 1,665 $326K
Aurora Private Wealth, Inc. 0.24% Reduce -5.8% 1,666 $326K
Optivise Advisory Services LLC 0.18% Add +6.6% 1,665 $326K
West Branch Capital LLC 0.10% No change 1,664 $326K
Butensky & Cohen Financial Security, Inc. 0.10% Reduce -2.0% 1,663 $326K
GatePass Capital, LLC 0.36% — 1,655 $324K
Sather Financial Group Inc 0.02% Add +42.8% 1,651 $323K
Stockman Wealth Management, Inc. 0.05% Add +4.7% 1,648 $323K
Lineweaver Wealth Advisors, LLC 0.06% Add +0.7% 1,637 $321K
Meeder Advisory Services, Inc. 0.02% Reduce -10.3% 1,633 $320K
Journey Strategic Wealth LLC 0.01% Add +9.2% 1,632 $320K
Tilia Fiduciary Partners, Inc. 0.22% Reduce -8.0% 1,624 $318K
Lakeside Advisors, INC. 0.21% No change 1,623 $318K
W.G. Shaheen & Associates DBA Whitney & Co 0.03% Add +0.6% 1,622 $318K
Lake Hills Wealth Management, LLC 0.22% No change 1,622 $318K
Diversified Enterprises, LLC 0.03% New 1,622 $318K
My Personal CFO, LLC 0.16% Add +0.1% 1,621 $317K
Shum Financial Group, Inc. 0.27% Add +2.4% 1,618 $317K
GAMMA Investing LLC 0.03% No change 1,617 $317K
Glassman Wealth Services 0.05% No change 1,616 $316K
Intergy Private Wealth, LLC 0.12% No change 1,603 $314K
Deutsche Bank AG 0.00% No change 1,603 $314K
SpringVest Wealth Management LLC 0.27% — 1,600 $313K
Dixon Fnancial Services, Inc. 0.17% No change 1,600 $313K
Fragasso Financial Advisors Inc 0.02% Add +0.5% 1,599 $313K
Cornerstone Wealth Group, LLC 0.03% New 1,598 $313K
Sensible Money, LLC 0.14% No change 1,596 $313K
Narus Financial Partners, LLC 0.11% Reduce -3.6% 1,594 $312K
Weaver Capital Management LLC 0.09% New 1,590 $311K
Acropolis Investment Management, LLC 0.02% Add +0.2% 1,586 $311K
Whitener Capital Management, Inc. 0.09% Add +11.2% 1,583 $310K
Manchester Capital Management LLC 0.04% Reduce -1.3% 1,580 $309K
Nixon Peabody Trust Co. 0.03% New 1,575 $308K
Horan Securities, Inc. 0.12% Add +0.1% 1,575 $308K
Truepoint, Inc. 0.01% Reduce -13.7% 1,571 $308K
Wealth Management Associates, Inc. 0.13% Add +0.1% 1,568 $307K
Watchman Group, Inc. 0.08% Add +2.7% 1,566 $307K
Private Client Services, LLC 0.16% Reduce -13.2% 1,566 $307K
Leigh Baldwin & Co., LLC 0.26% — 1,565 $306K
Bouchey Financial Group, Ltd. 0.03% Reduce -6.0% 1,564 $306K
Kilter Group LLC 0.20% — 1,563 $306K
Legacy Capital Wealth Partners, LLC 0.08% Reduce -0.9% 1,560 $306K
Mattern Capital Management, LLC 0.04% Reduce -16.5% 1,558 $305K
High Falls Advisors, Inc 0.07% No change 1,555 $305K
SeaBridge Investment Advisors LLC 0.06% New 1,554 $304K
Tortoise Investment Management, LLC 0.03% Reduce -11.9% 1,554 $304K
Aspiring Ventures, LLC 0.19% — 1,528 $304K
Eagle Global Advisors LLC 0.01% Reduce -20.6% 1,554 $304K
Insigneo Advisory Services, LLC 0.03% Reduce -25.5% 1,543 $302K
Caitlin John, LLC 0.20% Add +0.3% 1,541 $302K
Waterfront Wealth Inc. 0.07% Reduce -2.2% 1,540 $302K
Intrepid Financial Planning Group LLC 0.13% No change 1,540 $302K
Kings Path Partners LLC 0.13% Reduce -6.5% 1,538 $301K
Regent Peak Wealth Advisors LLC 0.07% Add +11.3% 1,531 $300K
Hamilton Capital, LLC 0.02% Reduce -0.9% 1,522 $298K
Fourpath Capital Management, LLC 0.06% Add +0.2% 1,522 $298K
Provident Wealth Management, LLC 0.10% Add +0.7% 1,521 $298K
Ipswich Investment Management Co., Inc. 0.07% No change 1,521 $298K
WP Advisors, LLC 0.10% Add +0.3% 1,520 $298K
Bernardo Wealth Planning LLC 0.07% Add +0.1% 1,540 $297K
Asio Capital, LLC 0.06% No change 1,516 $297K
Community Financial Services Group, LLC 0.06% Reduce -38.6% 1,507 $295K
MWA Asset Management 0.20% Reduce -11.2% 1,506 $295K
New World Advisors LLC 0.07% Reduce -3.1% 1,504 $295K
BBR Partners, LLC 0.02% No change 1,501 $294K
Omega Financial Group, LLC 0.11% Add +0.1% 1,501 $294K
Pennington Partners & Co., LLC 0.15% — 1,500 $294K
Fort Point Capital Partners LLC 0.03% Reduce -27.0% 1,500 $294K
Trustmark Bank Trust Department 0.02% No change 1,500 $294K
Adirondack Trust Co. 0.11% Add +15.2% 1,500 $294K
Keebeck Wealth Management 0.04% Reduce -2.0% 1,496 $293K
GGM Financial LLC 0.31% Add +6.3% 1,488 $291K
CFO4Life Group, LLC 0.05% Add +0.3% 1,482 $290K
One Capital Management, LLC 0.01% Add +18.0% 1,476 $289K
Bantamac Capital, LLC 0.13% No change 1,470 $288K
Towne Trust Company, N.A 0.10% New 1,470 $288K
Sonoma Private Wealth LLC 0.46% Reduce -0.4% 1,464 $287K
Hendershot Investments Inc. 0.04% No change 1,464 $287K
Adero Partners, LLC 0.02% Add +3.9% 1,456 $285K
Investor's Fiduciary Advisor Network, LLC 0.11% — 1,458 $285K
Sentinel Trust Co. Lba 0.03% No change 1,455 $285K
Clarity Capital Advisors, LLC 0.19% Add +0.1% 1,455 $285K
Texas Capital Bancshares Inc 0.11% No change 1,453 $285K
Dash Acquisitions Inc. 0.06% Add +6.7% 1,411 $284K
McHugh Group, LLC 0.22% — 1,450 $284K
Catalyst Private Wealth, LLC 0.13% New 1,449 $284K
Retirement Income Solutions, Inc. 0.06% No change 1,446 $283K
Goelzer Investment Management, Inc. 0.02% Reduce -3.9% 1,445 $283K
Crew Capital Management, Ltd 0.23% New 1,444 $283K
Suncoast Equity Management 0.03% New 1,441 $282K
Granite Harbor Advisors, Inc. 0.16% Add +0.8% 1,432 $280K
LifeWealth Investments, LLC 0.19% — 1,430 $280K
EPG Wealth Management LLC 0.07% Reduce -32.2% 1,428 $280K
Adamsbrown Wealth Consultants LLC 0.10% New 1,426 $279K
GHP Investment Advisors, Inc. 0.01% Reduce -4.9% 1,425 $279K
Bruce G. Allen Investments, LLC 0.23% Add +3.9% 1,425 $279K
Main Street Group, LTD 0.12% Add +0.8% 1,419 $278K
MV Capital Management, Inc. 0.03% No change 1,416 $277K
Gleason Group, Inc. 0.05% Add +0.9% 1,416 $277K
Petra Financial Advisors Inc. 0.19% No change 1,415 $277K
Oakworth Capital, Inc. 0.02% Add +27.4% 1,409 $276K
Checchi Capital Advisers, LLC 0.02% No change 1,407 $276K
Wrenne Financial Planning LLC 0.16% No change 1,405 $275K
Elevation Wealth Partners, LLC 0.12% Add +0.9% 1,403 $275K
Alternative Investment Advisors, LLC. 0.14% Add +0.2% 1,402 $275K
Maripau Wealth Management LLC 0.16% New 1,400 $274K
Enhancing Capital LLC 0.22% — 1,400 $274K
Midland Wealth Advisors, LLC 0.02% Reduce -6.7% 1,395 $273K
West Coast Financial LLC 0.03% Reduce -34.9% 1,391 $272K
Parcion Private Wealth LLC 0.02% No change 1,391 $272K
Comprehensive Money Management Services LLC 0.22% — 1,390 $272K
SwitchPoint Financial Planning, LLC 0.26% — 1,388 $272K
Uptown Financial Advisors LLC 0.29% — 1,384 $271K
Smith & Howard Wealth Management, LLC 0.08% No change 1,382 $271K
JTC Employer Solutions Trustee Ltd 0.02% No change 1,375 $269K
Mission Creek Capital Partners, Inc. 0.06% Add +3.8% 1,370 $268K
Compass Advisory Group LLC 0.10% Add +13.2% 1,368 $268K
Baron Financial Group, LLC 0.17% No change 1,367 $268K
Signature Wealth Management Partners, LLC 0.18% Add +2.2% 1,365 $267K
5T Wealth, LLC 0.15% — 1,356 $266K
Old Port Advisors 0.08% Reduce -1.8% 1,350 $264K
Peddock Capital Advisors, LLC 0.06% No change 1,336 $262K
Kropog Financial Group, LLC 0.24% — 1,336 $262K
Wayfinding Financial, LLC 0.14% New 1,334 $261K
Clearview Wealth Advisors LLC 0.20% Add +1.7% 1,331 $261K
Tenon Financial LLC 0.17% New 1,336 $260K
New Republic Capital, LLC 0.17% Add +27.4% 1,329 $260K
Triangle Securities Wealth Management 0.07% Reduce -47.8% 1,328 $260K
Dominguez Wealth Management Solutions, Inc. 0.19% Add +0.3% 1,326 $260K
Bay Harbor Wealth Management, LLC 0.08% Reduce -14.8% 1,323 $259K
Wolff Wiese Magana LLC 0.17% Add +0.5% 1,322 $259K
Caerus Investment Advisors, LLC 0.24% No change 1,320 $258K
Cathy Pareto & Associates, Inc. 0.24% — 1,318 $258K
Windsor Capital Management, LLC 0.08% Reduce -1.4% 1,316 $258K
Lodestone Wealth Management LLC 0.13% Reduce -7.7% 1,315 $258K
Iowa State Bank 0.05% No change 1,315 $258K
Reyes Financial Architecture, Inc. 0.20% — 1,312 $257K
Olistico Wealth, LLC 0.15% Add +0.1% 1,307 $256K
Concord Wealth Partners 0.04% Add +0.5% 1,305 $256K
Baker Avenue Asset Management, LP 0.01% No change 1,304 $255K
Financial Synergies Wealth Advisors, Inc. 0.03% Reduce -10.6% 1,302 $255K
Corus Family Wealth Advisors 0.17% No change 1,301 $255K
True Link Financial Advisors, LLC 0.02% Add +22.0% 1,299 $254K
G2 Capital Management, LLC / Oh 0.07% No change 1,293 $253K
Prasad Wealth Partners, LLC 0.08% — 1,290 $253K
Resources Management Corp. /CT/ 0.03% No change 1,285 $252K
Mirador Capital Partners LP 0.05% No change 1,284 $251K
Twin Peaks Wealth Advisors, LLC 0.11% Add +15.2% 1,284 $251K
Stratos Investment Management, LLC 0.02% New 1,283 $251K
Empirical Asset Management, LLC 0.08% No change 6,508 $251K
Procyon Advisors, LLC 0.02% New 1,282 $251K
Weitzel Financial Services, Inc. 0.12% Reduce -3.6% 1,267 $250K
PKS Advisory Services, LLC 0.06% — 1,259 $247K
First Financial Bankshares Inc 0.01% Reduce -2.0% 1,254 $246K
Oldfather Financial Services, LLC 0.09% Reduce -10.6% 1,252 $245K
Colonial River Investments, LLC 0.12% Reduce -4.6% 1,251 $245K
Gould Asset Management LLC 0.05% Reduce -2.0% 1,250 $245K
Barnes Pettey Financial Advisors, LLC 0.19% No change 1,250 $245K
Altus Wealth Management, LLC 0.11% No change 1,248 $244K
AllSquare Wealth Management LLC 0.14% No change 1,239 $243K
Yarger Wealth Strategies, LLC 0.14% Add +0.4% 1,238 $243K
Klingenstein Fields & Co. LP 0.01% No change 1,237 $242K
Rinkey Investments 0.08% Reduce -28.9% 1,230 $241K
Abound Wealth Management 0.08% No change 1,226 $240K
Matrix Trust Co 0.04% Add +7.9% 1,227 $240K
Zullo Investment Group, Inc. 0.10% No change 1,225 $240K
Farmers Trust Co. 0.04% No change 1,224 $240K
Spinnaker Trust 0.02% No change 1,223 $240K
Veery Capital, LLC 0.09% No change 1,222 $239K
Cottage Street Advisors LLC 0.12% Add +0.4% 1,221 $239K
Pin Oak Investment Advisors Inc. 0.22% No change 1,205 $239K
SMI Advisory Services, LLC 0.06% No change 1,229 $239K
First American Trust, FSB 0.02% Add +0.3% 1,215 $238K
Bar Harbor Wealth Management 0.02% No change 1,214 $238K
Isthmus Partners, LLC 0.03% No change 1,211 $237K
Precedent Wealth Partners, LLC 0.08% Reduce -29.1% 1,210 $237K
Transform Wealth, LLC 0.01% Reduce -1.3% 1,208 $237K
STAR Financial Bank 0.17% No change 1,205 $236K
Kera Capital Partners, Inc. 0.07% — 1,205 $236K
Redwood Wealth Management Group, LLC 0.11% No change 1,204 $236K
Commonwealth Financial Services, LLC 0.05% Reduce -8.2% 1,202 $235K
Archvest Wealth Advisors, Inc. 0.17% Reduce -31.4% 1,201 $235K
Spectrum Investment Advisors, Inc. 0.16% No change 1,201 $235K
Wilkins Miller Wealth Management, LLC 0.25% — 1,200 $235K
Sound Income Strategies, LLC 0.01% Add +7.3% 1,197 $234K
Resolute Wealth Strategies, LLC 0.12% Add +0.9% 1,197 $234K
First City Capital Management, Inc. 0.12% No change 1,195 $234K
Financial Connections Group, Inc. 0.11% No change 1,197 $234K
Bravias Capital Group, LLC 0.19% — 1,157 $234K
Triton Wealth Management, PLLC 0.12% No change 1,160 $234K
Burton Enright Welch 0.05% New 1,193 $234K
Francis Financial, Inc. 0.06% Reduce -23.5% 1,190 $233K
Rodgers Brothers Inc. 0.03% New 1,190 $233K
Beacon Harbor Wealth Advisors, Inc. 0.05% New 1,187 $232K
Brass Tax Wealth Management, Inc. 0.05% No change 1,185 $232K
Cura Wealth Advisors, LLC 0.10% — 1,184 $232K
Balentine LLC 0.01% No change 1,183 $232K
Napatree Capital LLC 0.14% New 1,180 $231K
Financial Partners Group, LLC 0.10% No change 1,179 $231K
True North Advisors, LLC 0.05% No change 1,176 $230K
WoodTrust Financial Corp 0.03% Reduce -25.4% 1,174 $230K
Vista Investment Partners LLC 0.07% Add +0.1% 1,174 $230K
SK Wealth Management, LLC 0.12% No change 1,172 $229K
King Wealth Management Group 0.03% New 1,168 $229K
Altfest L J & Co. Inc. 0.03% Add +0.8% 1,169 $229K
Vance Wealth, LLC 0.09% No change 1,169 $229K
Marathon Capital Management 0.06% No change 1,169 $229K
Next Level Private LLC 0.09% Add +0.7% 1,167 $228K
Live Oak Private Wealth LLC 0.04% Add +4.5% 1,165 $228K
Park Edge Advisors, LLC 0.07% Add +0.5% 1,161 $227K
W1M Investment Management Ltd 0.00% No change 1,161 $227K
Alpha Financial Advisors, LLC 0.10% No change 1,159 $227K
Able Wealth Management LLC 0.15% Reduce -13.1% 1,153 $226K
Elevatus Welath Management 0.08% Add +0.2% 1,153 $226K
Pinnacle Wealth Planning Services, Inc. 0.03% New 1,152 $226K
Nemes Rush Group LLC 0.03% Add +8.9% 1,150 $225K
AF Advisors, Inc. 0.03% No change 1,150 $225K
Fortune Financial Advisors, LLC 0.20% New 1,148 $225K
BetterWealth, LLC 0.06% No change 1,148 $225K
KFA Private Wealth Group, LLC 0.09% Reduce -0.5% 1,147 $225K
Ascentis Independent Advisors 0.04% Reduce -8.5% 1,136 $222K
ETF Store, Inc. 0.27% Reduce -42.7% 1,125 $220K
Hidden Cove Wealth Management, LLC 0.18% — 1,117 $219K
FFT Wealth Management LLC 0.02% New 1,112 $218K
Mustard Seed Financial, LLC 0.18% New 1,111 $218K
V2 Financial group LLC 0.13% No change 1,100 $215K
1832 Asset Management L.P. 0.00% Reduce -37.1% 1,099 $215K
One Wealth Advisors, LLC 0.03% Reduce -0.4% 1,097 $215K
Plum Street Advisors, LLC 0.11% Reduce -2.7% 1,096 $215K
Lee Danner & Bass Inc. 0.02% New 1,095 $215K
Pure Portfolios Holdings LLC 0.08% No change 1,095 $214K
Amarillo National Bank 0.04% No change 1,090 $213K
First Financial Group Corp 0.23% — 1,085 $212K
Victory Financial Group, LLC 0.06% — 1,084 $212K
Balyasny Asset Management L.P. 0.00% New 1,084 $212K
Core Wealth Partners LLC 0.12% No change 1,083 $212K
Accurate Wealth Management, LLC 0.04% Reduce -0.4% 1,098 $212K
Stark Wealth Management LLC 0.16% — 1,081 $212K
Sound Financial Strategies Group, LLC 0.18% New 1,081 $212K
Rossmore Private Capital 0.03% Add +0.2% 1,079 $211K
Murphy Pohlad Asset Management LLC 0.09% New 1,076 $211K
Pacifica Partners Inc. 0.09% Reduce -1.9% 1,077 $210K
Foster Dykema Cabot & Partners, LLC 0.02% Reduce -9.9% 1,072 $210K
Bison Wealth, LLC 0.05% Add +0.1% 1,071 $210K
Red Door Wealth Management, LLC 0.03% Reduce -34.8% 1,067 $209K
Strategent Financial, LLC 0.21% — 1,062 $208K
Moisand Fitzgerald Tamayo, LLC 0.03% Add +2.5% 1,062 $208K
LVW Advisors, LLC 0.03% No change 1,061 $208K
Obermeyer Wealth Partners 0.01% Reduce -9.3% 1,061 $208K
Hamilton Wealth, LLC 0.05% No change 1,060 $208K
Clearwater Capital Advisors, LLC 0.02% Reduce -23.5% 1,060 $207K
ORBA Wealth Advisors, L.L.C. 0.11% No change 1,059 $207K
Stillwater Wealth Management Group 0.19% — 1,055 $207K
Chesley Taft & Associates LLC 0.01% New 1,055 $207K
WPWealth LLP 0.04% Reduce -23.5% 1,054 $206K
Full Sail Capital, LLC 0.01% No change 1,054 $206K
Advus Financial Partners, LLC 0.06% Add +0.1% 1,051 $206K
Silvercrest Asset Management Group LLC 0.00% No change 1,050 $206K
US Financial Advisors, LLC 0.06% New 1,049 $205K
Obsidian Cio, LLC 0.04% Add +2.5% 1,047 $205K
Golden Road Advisors LLC 0.15% New 1,046 $205K
Riggs Capital Management LLC 0.20% — 1,046 $205K
ArchPoint Investors 0.07% New 1,043 $204K
Vantage Point Financial LLC 0.11% — 1,041 $204K
Hibernia Wealth Partners, LLC 0.16% Reduce -50.0% 1,039 $204K
Maltin Wealth Management, Inc. 0.10% Add +0.9% 1,035 $203K
Fernwood Investment Management, LLC 0.07% Add +1.8% 1,035 $203K
Princeton Global Asset Management LLC 0.04% Reduce -0.7% 1,033 $202K
Heritage Investment Group, Inc. 0.04% No change 1,033 $202K
Valtinson Bruner Financial Planning LLC 0.07% Add +0.1% 1,030 $202K
Aull & Monroe Investment Management Corp 0.10% No change 1,030 $202K
Waypoint Wealth Partners Inc. 0.05% No change 1,028 $201K
Arjuna Capital 0.05% No change 1,028 $201K
Firethorn Wealth Partners, LLC 0.10% Add +1.4% 1,027 $201K
Riverbend Wealth Management, LLC 0.18% — 1,020 $200K
Evelyn Partners Asset Management Ltd 0.05% — 1,014 $199K
Accordant Advisory Group Inc 0.19% No change 1,013 $198K
First Financial Corp. 0.09% No change 1,000 $196K
Godsey & Gibb, Inc. 0.02% No change 989 $194K
Bogart Wealth, LLC 0.01% Add +15.8% 976 $191K
Copia Wealth Management 0.18% — 959 $188K
Coastline Trust Co 0.02% No change 934 $183K
PSI Advisors, LLC 0.05% Reduce -5.8% 920 $180K
Beacon Wealthcare LLC 0.07% New 915 $179K
Kieckhefer Group LLC 0.11% — 900 $176K
Roble, Belko & Company, Inc 0.03% No change 880 $172K
SJS Investment Consulting Inc. 0.03% No change 866 $170K
McIlrath & Eck, LLC 0.02% No change 861 $169K
Centennial Bank 0.08% No change 860 $168K
Stance Capital LLC 0.10% — 853 $167K
Main Management LLC 0.01% No change 833 $163K
Rialto Wealth Management, LLC 0.05% — 831 $163K
Pacific Capital Wealth Advisors, Inc. 0.03% No change 815 $160K
Millstone Evans Group, LLC 0.11% — 798 $156K
Briaud Financial Planning Inc 0.06% Add +5.5% 786 $153K
Syntax Research, Inc. 0.11% Add +0.8% 754 $148K
Sanctuary Wealth Management, L.L.C. 0.10% No change 754 $148K
Stelac Advisory Services LLC 0.05% No change 707 $138K
Kiely Wealth Advisory Group, Inc. 0.09% No change 678 $138K
Brown, Lisle/Cummings, Inc. 0.04% Add +40.4% 695 $136K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Add +14.6% 693 $136K
Vestor Capital, LLC 0.01% No change 689 $135K
MCF Advisors LLC 0.01% Reduce -9.9% 658 $129K
Mb, Levis & Associates, LLC 0.06% Reduce -6.2% 649 $127K
Brooklyn Investment Group 0.04% New 635 $124K
Transce3nd, LLC 0.04% — 635 $124K
Aventura Private Wealth, LLC 0.07% — 632 $124K
Bellevue Asset Management, LLC 0.06% Add +5.0% 630 $123K
Newton One Investments LLC 0.05% New 624 $122K
Winthrop Capital Management, LLC 0.03% New 624 $122K
Tucker Asset Management LLC 0.03% Reduce -10.5% 605 $118K
Northwest Bank & Trust Co 0.09% No change 576 $118K
GoalVest Advisory LLC 0.03% No change 598 $117K
Salomon & Ludwin, LLC 0.01% Reduce -9.0% 596 $117K
Toronto Dominion Bank 0.00% No change 571 $112K
Tidemark, LLC 0.04% Reduce -3.2% 551 $108K
Clearstead Trust, LLC 0.02% No change 549 $108K
Fairway Wealth LLC 0.05% No change 540 $106K
Evermay Wealth Management LLC 0.02% No change 534 $105K
Avondale Wealth Management 0.06% No change 517 $101K
Twin Lakes Capital Management, LLC 0.06% Add +0.2% 513 $100K
Toth Financial Advisory Corp. 0.01% Reduce -9.2% 492 $96K
Financial Network Wealth Advisors LLC 0.18% Reduce -86.1% 482 $94K
Criterion Capital Advisors, LLC 0.06% No change 500 $91K
WFA Asset Management Corp 0.05% Add +0.9% 461 $90K
Winch Advisory Services, LLC 0.02% Add +26.8% 454 $89K
Hexagon Capital Partners LLC 0.02% No change 450 $88K
REAP Financial Group, LLC 0.02% No change 446 $87K
Allianz SE 0.00% No change 441 $86K
Mainstream Capital Management LLC 0.06% New 435 $85K
North Ridge Wealth Advisors, Inc. 0.06% New 431 $84K
Colonial Trust Advisors 0.01% No change 426 $83K
Cassady Schiller Wealth Management, LLC 0.03% Add +3.8% 414 $81K
Stuart Chaussee & Associates, Inc. 0.02% No change 410 $80K
10Elms LLP 0.10% — 400 $78K
Fortitude Family Office, LLC 0.03% No change 392 $77K
Davis Capital Management 0.06% Reduce -15.3% 371 $73K
Decker Retirement Planning Inc. 0.04% — 351 $69K
Founders Capital Management 0.04% No change 350 $69K
Castleview Partners, LLC 0.04% Add +0.6% 346 $67K
Investors Research Corp 0.01% Reduce -40.8% 341 $67K
FSA Wealth Management LLC 0.03% Add +0.3% 339 $66K
Atwood & Palmer Inc. 0.00% Add +197.3% 336 $66K
New Wave Wealth Advisors LLC 0.03% New 325 $64K
Cordant, Inc. 0.03% No change 321 $63K
Spectrum Wealth Counsel, LLC 0.01% Add +11.5% 321 $63K
Private Wealth Management Group, LLC 0.02% Add +107.8% 320 $63K
Tower Research Capital LLC (TRC) 0.00% Add +15900.0% 320 $63K
Eukles Asset Management 0.03% No change 314 $61K
SOA Wealth Advisors, LLC. 0.01% No change 313 $61K
Avalon Trust Co 0.00% Reduce -40.0% 300 $59K
JDM Financial Group LLC 0.03% No change 293 $57K
Cary Street Partners Investment Advisory LLC 0.04% Reduce -98.7% 291 $57K
Oarsman Capital, Inc. 0.01% Add +7.0% 289 $57K
Cornerstone National Bank & Trust Co 0.03% No change 280 $55K
WPG Advisers, LLC 0.05% — 279 $55K
Horrell Capital Management, Inc. 0.02% New 274 $54K
Valued Wealth Advisors LLC 0.03% Add +0.4% 269 $53K
Denver PWM, LLC 0.02% No change 266 $52K
Atlantic Private Wealth, LLC 0.04% Add +0.8% 265 $52K
Core Alternative Capital 0.01% No change 261 $51K
Morton Brown Family Wealth, LLC 0.02% Add +0.8% 261 $51K
Sittner & Nelson, LLC 0.02% Add +20.6% 258 $51K
Legacies Wealth LLC 0.04% No change 250 $49K
Silicon Valley Capital Partners 0.01% Add +1.2% 248 $49K
Retirement Wealth Solutions LLC 0.04% — 251 $48K
Valley Wealth Managers, Inc. 0.00% No change 245 $48K
Hara Capital LLC 0.03% No change 244 $48K
Dogwood Wealth Management LLC 0.03% No change 243 $48K
Creative Capital Management Investments LLC 0.02% New 231 $45K
Horizons Wealth Management 0.03% No change 222 $43K
Accent Capital Management, LLC 0.02% Reduce -82.0% 220 $43K
Bangor Savings Bank 0.00% Add +41.0% 220 $43K
Promus Capital, LLC 0.03% — 219 $43K
Bank of New Hampshire 0.01% Add +244.4% 217 $42K
Beaird Harris Wealth Management, LLC 0.00% No change 209 $41K
CBIZ Investment Advisory Services, LLC 0.00% No change 208 $41K
Global Trust Asset Management, LLC 0.01% No change 201 $39K
Cedar Mountain Advisors, LLC 0.01% Add +1.0% 200 $39K
Synergy Investment Management, LLC 0.02% — 199 $39K
Comprehensive Financial Planning, Inc. 0.03% — 196 $38K
New England Capital Financial Advisors LLC 0.02% No change 192 $38K
Quest 10 Wealth Builders, Inc. 0.04% — 191 $37K
HighMark Wealth Management LLC 0.02% Add +1.1% 184 $36K
FPC Investment Advisory, Inc. 0.03% No change 172 $35K
Longview Financial Advisors LLC 0.02% — 175 $34K
Park Place Capital Corp 0.01% Reduce -70.8% 175 $34K
Thompson Investment Management, Inc. 0.00% No change 175 $34K
Providence First Trust Co 0.01% New 170 $33K
Tompkins Financial Corp. 0.00% Reduce -70.4% 168 $33K
Cornerstone Planning Group LLC 0.01% Reduce -1.2% 160 $32K
Anfield Capital Management, LLC 0.01% No change 160 $31K
Raleigh Capital Management Inc. 0.01% Add +1.3% 160 $31K
WealthCollab, LLC 0.02% No change 148 $29K
Piscataqua Savings Bank 0.02% No change 148 $29K
Parkworth Wealth Management, Inc. 0.02% — 141 $28K
1620 Investment Advisors, Inc. 0.02% No change 140 $27K
Eagle Bay Advisors LLC 0.02% No change 140 $27K
Y.D. More Investments Ltd 0.00% No change 136 $27K
Curio Wealth, LLC 0.01% — 132 $26K
Washington Trust Advisors, Inc. 0.00% Add +18.5% 128 $25K
Atlatl Advisers LLC 0.01% — 121 $24K
Highline Wealth Partners LLC 0.01% Reduce -2.5% 115 $22K
Measured Risk Portfolios, Inc. 0.02% — 114 $22K
Nova Wealth Management, Inc. 0.02% — 112 $22K
Milestone Investment Advisors LLC 0.01% No change 112 $22K
Clean Yield Group 0.01% Reduce -67.0% 111 $22K
Hurley Capital, LLC 0.02% — 107 $21K
American National Bank & Trust 0.00% Reduce -59.5% 107 $21K
CarsonAllaria Wealth Management, Ltd. 0.01% No change 105 $21K
United Community Bank 0.01% No change 103 $20K
Horizon Investments, LLC 0.00% New 103 $20K
Country Trust Bank 0.00% No change 102 $20K
Midwest Capital Advisors, LLC 0.01% — 100 $20K
True Wealth Design, LLC 0.01% No change 100 $20K
Steph & Co. 0.01% No change 100 $20K
DiNuzzo Private Wealth, Inc. 0.00% No change 100 $20K
CNB Bank 0.01% Reduce -92.0% 95 $19K
WealthTrak Capital Management LLC 0.01% — 88 $17K
Chelsea Counsel Co. 0.01% No change 88 $17K
Central Pacific Bank - Trust Division 0.00% No change 82 $16K
Kozak & Associates, Inc. 0.00% Add +161.3% 81 $16K
Signature Resources Capital Management, LLC 0.01% No change 81 $16K
Parkside Financial Bank & Trust 0.00% No change 80 $16K
Horizon Financial Services, LLC 0.01% No change 78 $15K
Rakuten Securities, Inc. 0.01% Add +39.3% 78 $15K
MidAtlantic Capital Management, Inc. 0.01% Reduce -79.1% 70 $14K
Clarity Asset Management, Inc. 0.01% Add +65.8% 68 $13K
Navigoe, LLC 0.01% — 69 $13K
Murphy & Mullick Capital Management Corp 0.01% — 63 $12K
Guardian Wealth Management, Inc. 0.01% No change 60 $12K
Kayne Anderson Rudnick Investment Management LLC 0.00% New 59 $12K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% New 55 $11K
Financial Gravity Companies, Inc. 0.00% New 55 $11K
Pinney & Scofield, Inc. 0.01% — 51 $10K
PayPay Securities Corp 0.43% Add +1600.0% 51 $10K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 46 $9K
Legacy Investment Solutions, LLC 0.01% No change 41 $8K
Legacy Wealth Managment, LLC 0.01% No change 41 $8K
BankPlus Trust Department 0.00% — 40 $8K
Delta Asset Management LLC 0.00% No change 39 $8K
AlphaMark Advisors, LLC 0.00% No change 35 $7K
Costello Asset Management, INC 0.00% No change 34 $7K
Gold Investment Management Ltd. 0.00% New 33 $6K
Bank & Trust Co 0.00% No change 30 $6K
Park Square Financial Group, LLC 0.00% — 30 $6K
TFC Financial Management, Inc. 0.00% No change 30 $6K
Capital A Wealth Management, LLC 0.01% — 26 $5K
First Pacific Financial 0.00% Reduce -20.0% 24 $5K
Prudent Man Investment Management, Inc. 0.00% — 22 $4K
Catherine Avery Investment Management LLC 0.00% — 17 $3K
Peterson Wealth Services 0.00% Reduce -89.6% 15 $3K
Activest Wealth Management 0.00% Reduce -83.2% 15 $3K
Quent Capital, LLC 0.00% New 14 $3K
Bernard Wealth Management Corp. 0.00% — 13 $3K
Clark Wealth Partners 0.00% — 12 $2K
LGT Financial Advisors LLC 0.00% No change 10 $2K
Principia Wealth Advisory, LLC 0.00% — 10 $2K
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 9 $2K
Financially Speaking Inc 0.00% — 9 $2K
Lanark Financial, Inc. 0.16% — 8 $2K
Innovative Advisory Group, LLC 0.00% — 8 $2K
Security National Bank 0.00% Reduce -81.8% 8 $2K
Bear Mountain Capital, Inc. 0.00% No change 7 $1K
Glass Jacobson Investment Advisors llc 0.00% No change 7 $1K
SIMA Wealth Partners, LLC 0.00% New 6 $1K
Fourth Dimension Wealth, LLC 0.00% — 6 $1K
Modus Advisors, LLC 0.00% New 6 $1K
Covestor Ltd 0.00% New 6 $1K
Gould Capital, LLC 0.00% No change 5 $979
High Note Wealth, LLC 0.00% New 5 $979
Luminist Capital LLC 0.00% — 2 $392

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