Vanguard Dividend Apprec ETFVIGETF

13F holders, Q1 2025 (March 31)
2,292holders −29
91new positions
100sold out
6famous investors
$193.85avg. 13F price*

At the end of Q1 2025, 2,292 institutions reported holding Vanguard Dividend Apprec ETF (VIG) in their 13F filings, down 29 from Q4 2024. 91 opened new positions and 100 sold out. The largest holders were Bank of America Corp. ($4.2B), Morgan Stanley ($2.4B) and Wells Fargo & Company ($2.1B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions91$251.5M
Exits100$302.5M

All 13F filers, Q4 2024 → Q1 2025: 10,073,081 shares bought and 8,987,717 shares sold, net +1,085,364 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,292 holders

Bank of America Corp. 0.38% Reduce -11.6% 21,874,924 $4.2B
Morgan Stanley 0.17% Add +0.9% 12,530,003 $2.4B
Wells Fargo & Company 0.50% Add +0.9% 10,618,174 $2.1B
Vanguard Group Inc. 0.04% Add +4.7% 10,160,433 $2.0B
Wealthfront Advisers LLC 3.96% Add +10.8% 7,603,273 $1.5B
UBS Group AG 0.28% Add +0.7% 6,601,993 $1.3B
LPL Financial LLC 0.47% Add +4.5% 6,285,425 $1.2B
Raymond James Financial Inc. 0.39% Add +1.9% 5,329,391 $1.0B
HB Wealth Management, LLC 8.64% Add +9.9% 5,349,243 $1.0B
Prudential Financial Inc. 1.10% Add +148.3% 3,985,106 $773.1M
Royal Bank of Canada 0.16% Add +1.1% 3,739,419 $725.4M
JPMorgan Chase & Co. 0.05% Reduce -14.2% 3,180,265 $616.9M
Commonwealth Equity Services, LLC 0.83% Add +5.0% 3,021,385 $586.1M
Ameriprise Financial Inc. 0.13% Add +3.2% 2,495,978 $485.6M
Envestnet Asset Management Inc. 0.14% Add +1.5% 2,310,842 $448.3M
HighTower Advisors, LLC 0.58% Add +0.2% 2,197,819 $426.4M
Signaturefd, LLC 7.22% Add +3.0% 1,962,987 $380.8M
Modera Wealth Management, LLC 3.88% Add +6.2% 1,477,951 $286.7M
Osaic Holdings, Inc. 0.63% Add +1.1% 1,446,954 $280.8M
Northwestern Mutual Wealth Management Co. 0.23% Reduce -3.9% 1,447,041 $280.7M
Mariner, LLC 0.46% Reduce -0.2% 1,427,487 $276.9M
Wealth Enhancement Advisory Services, LLC 0.52% Add +12.8% 1,413,464 $274.2M
Joel Isaacson & Co., LLC 10.92% Add +3.3% 1,241,673 $240.9M
Howard Capital Management, LLC 5.89% Reduce -0.0% 1,208,252 $234.4M
Trust Point Inc. 20.87% Reduce -10.6% 1,179,433 $228.8M
Captrust Financial Advisors 0.57% Add +12.8% 1,168,349 $226.6M
Bank of New York Mellon Corp 0.04% Reduce -21.6% 1,138,249 $220.8M
Creative Planning 0.20% Add +0.4% 1,108,152 $215.0M
Jones Financial Companies LLLP 0.19% Add +27.4% 1,096,198 $210.4M
Stifel Financial Corp. 0.22% Add +1.8% 1,057,341 $205.1M
Manufacturers Life Insurance Company, The 0.18% Add +2.0% 975,758 $189.3M
Aspiriant, LLC 6.43% Add +0.4% 954,913 $185.2M
MAI Capital Management 1.37% Add +0.3% 931,754 $180.8M
Cambridge Investment Research Advisors, Inc. 0.59% Add +0.3% 900,389 $174.7M
Truist Financial Corp. 0.28% Reduce -2.6% 899,372 $174.5M
Waverly Advisors, LLC 2.11% Add +6.1% 891,032 $172.9M
Cetera Investment Advisers 0.33% Add +2.6% 869,891 $168.8M
Corient Private Wealth LP 0.27% Reduce -8.2% 863,372 $167.5M
Bank of Montreal 0.09% Reduce -0.2% 823,026 $159.7M
Brown Advisory Inc. 0.22% Reduce -6.6% 792,142 $153.7M
Nicholas Hoffman & Company, LLC. 5.48% Reduce -7.6% 742,806 $144.1M
Rockefeller Capital Management L.P. 0.35% Add +5.4% 735,957 $142.8M
Goldman Sachs Group Inc. 0.03% Reduce -4.9% 723,499 $140.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% New 694,758 $134.8M
Cresset Asset Management, LLC 0.66% Add +6.6% 673,352 $130.6M
Robertson Stephens Wealth Management, LLC 4.83% Add +13.2% 664,918 $129.0M
Blair William & Co. 0.38% Reduce -1.4% 641,881 $124.5M
Northeast Financial Consultants Inc 5.50% Reduce -4.7% 638,946 $123.9M
Confluence Wealth Services, Inc. 7.73% Add +10.2% 660,392 $122.7M
Cerity Partners LLC 0.25% Reduce -1.2% 631,052 $122.4M
DAVENPORT & Co LLC 0.71% Add +5.4% 617,400 $119.8M
Baird Financial Group, Inc. 0.23% Reduce -7.5% 609,741 $118.3M
Glenmede Trust Co. NA 0.63% Add +0.9% 608,238 $118.0M
Private Advisor Group, LLC 0.71% Add +1.3% 603,855 $117.1M
Focus Partners Wealth 0.29% Add +9.4% 594,936 $115.4M
MML Investors Services, LLC 0.36% Add +0.3% 564,731 $109.6M
Janney Montgomery Scott LLC 0.30% Add +2.3% 542,274 $105.2M
Fifth Third Bancorp 0.39% Reduce -3.8% 534,881 $103.8M
Sanctuary Advisors, LLC 0.68% Add +10.0% 495,280 $96.1M
Stokes Family Office, LLC 10.74% Reduce -2.6% 492,287 $95.5M
TD Private Client Wealth LLC 2.44% Add +2.2% 455,868 $88.4M
Franklin Resources Inc. 0.03% Add +1.1% 451,805 $87.6M
Mercer Global Advisors Inc. 0.20% Reduce -4.0% 446,466 $86.6M
Haverford Trust Co 0.80% Add +3.0% 410,638 $79.7M
Steward Partners Investment Advisory, LLC 0.70% Add +2.8% 405,443 $78.7M
&partners 0.83% Add +35.7% 407,572 $78.4M
Kestra Advisory Services, LLC 0.37% Reduce -2.8% 395,984 $76.8M
FMR LLC 0.00% Add +6.5% 383,520 $74.4M
Enclave Advisors LLC 12.24% Reduce -9.4% 369,568 $71.7M
Systematic Alpha Investments, LLC 2.62% No change 353,000 $68.5M
Hubbell Strickland Wealth Management, LLC 32.18% Reduce -0.6% 350,443 $68.0M
Ieq Capital, LLC 0.54% Add +13.4% 346,687 $67.3M
Atria Wealth Solutions, Inc. 0.80% Reduce -3.8% 340,714 $66.1M
CW Advisors, LLC 0.78% Add +1.6% 335,492 $65.1M
Paragon Capital Management Ltd 13.31% Reduce -0.8% 332,409 $64.5M
Provenance Wealth Advisors, LLC 8.99% Reduce -1.3% 322,371 $62.5M
Performance Wealth Partners, LLC 2.23% Add +3.4% 321,231 $62.3M
360 Financial, Inc. 22.46% Add +4.7% 319,930 $62.1M
NewEdge Advisors, LLC 0.37% Reduce -0.9% 317,146 $61.5M
Brookstone Capital Management 0.86% Reduce -8.2% 309,075 $60.0M
PNC Financial Services Group, Inc. 0.03% Add +5.6% 308,018 $59.8M
Baltimore-Washington Financial Advisors, Inc. 3.06% Add +1.0% 292,777 $56.8M
Berkshire Money Management, Inc. 6.17% Reduce -9.4% 283,545 $55.0M
Beacon Pointe Advisors, LLC 0.61% Add +1.0% 279,477 $54.2M
Advisor OS, LLC 6.08% Reduce -0.9% 275,467 $53.4M
PDS Planning, Inc 4.38% Add +1.8% 267,756 $51.9M
MJP Associates Inc. 9.32% Add +1.1% 266,297 $51.7M
Planning Alternatives Ltd. 7.90% Add +4.1% 265,727 $51.5M
Resonant Capital Advisors, LLC 3.52% Add +2.9% 260,256 $50.5M
Evensky & Katz LLC 3.35% Reduce -0.2% 257,343 $49.9M
GLOBALT Investments LLC / GA 2.04% Reduce -3.7% 256,877 $49.8M
Equitable Holdings, Inc. 0.45% Add +6.4% 244,533 $47.4M
Principle Wealth Partners LLC 3.37% Reduce -2.9% 242,690 $47.1M
Wealth Architects, LLC 5.09% Reduce -3.3% 237,757 $46.1M
US Bancorp \de 0.06% Add +2.1% 236,079 $45.8M
Rational Advisors, Inc. 4.77% Add +1.0% 234,703 $45.5M
Buska Wealth Management, LLC 14.09% Add +2.2% 231,757 $45.0M
Pathstone Holdings, LLC 0.19% Add +3.0% 230,157 $44.6M
New England Private Wealth Advisors LLC 6.84% Reduce -2.4% 228,126 $44.3M
Northern Trust Corp. 0.01% Reduce -4.2% 227,720 $44.2M
Intellus Advisors LLC 7.23% Add +1.3% 213,360 $41.4M
Noble Family Wealth, LLC 11.00% Add +1.2% 206,039 $40.0M
Prime Capital Investment Advisors, LLC 0.47% Add +10.4% 205,386 $39.8M
American Financial Advisors, LLC 5.76% Reduce -2.4% 204,801 $39.7M
E&G Advisors, LLC 11.18% Reduce -0.9% 204,408 $39.6M
Ballentine Partners, LLC 0.66% Reduce -0.4% 197,236 $38.3M
Connecticut Wealth Management, LLC 2.00% Add +0.2% 196,589 $38.1M
Mosaic Advisors LLC 56.72% Reduce -6.9% 194,236 $37.7M
TD Capital Management LLC 3.81% Reduce -0.1% 193,806 $37.6M
Frazier Financial Advisors, LLC 28.90% Add +2.5% 193,177 $37.5M
Sequoia Financial Advisors, LLC 0.29% Add +838.7% 192,134 $37.3M
Capital Advisors Wealth Management, LLC 6.50% Add +18.2% 189,681 $36.8M
Kohmann Bosshard Financial Services, LLC 4.34% Add +0.4% 190,076 $36.8M
Mesirow Financial Investment Management, Inc. 0.71% Add +6.9% 187,952 $36.5M
Howard Financial Services, LTD. 4.91% Add +1.6% 185,818 $36.0M
Arlington Trust Co LLC 7.55% Add +6.8% 183,614 $35.6M
Retirement Planning Group, LLC 1.66% Reduce -75.6% 182,196 $35.3M
D.A. Davidson & Co. 0.28% Add +0.0% 178,910 $34.7M
Eclectic Associates Inc. 9.27% Add +1.2% 178,312 $34.6M
Avantax Advisory Services, Inc. 0.21% Reduce -2.5% 178,179 $34.6M
Florida Trust Wealth Management Co 1.12% Add +2.1% 178,116 $34.6M
Citigroup Inc. 0.03% Reduce -19.5% 176,586 $34.3M
M&T Bank Corp 0.12% Reduce -3.9% 171,352 $33.2M
Laurel Wealth Advisors LLC 5.19% Reduce -2.2% 170,770 $33.1M
Avantax Planning Partners, Inc. 1.17% Add +2.2% 170,636 $33.1M
Baron Silver Stevens Financial Advisors, LLC 5.78% Add +1.0% 170,272 $33.0M
Old Mission Investment Co LLC 9.81% Add +1.9% 167,864 $32.6M
Evoke Wealth, LLC 0.85% Add +2.5% 167,801 $32.6M
Novem Group 4.56% Add +6.4% 166,446 $32.3M
Stephens Inc. 0.47% Reduce -0.8% 164,782 $32.0M
Human Investing LLC 5.55% Add +2.6% 162,615 $31.5M
Diversified Trust Co. 0.78% Add +0.7% 162,025 $31.4M
FIDELIS iM, LLC 14.47% Add +5.9% 161,091 $31.3M
Oak Hill Wealth Advisors, LLC 7.10% Add +4.6% 157,833 $30.6M
Prodigy Asset Management LLC 24.62% Add +11.3% 157,046 $30.5M
Capital Advisors, Ltd. LLC 3.96% Reduce -1.5% 155,072 $30.1M
West Paces Advisors Inc. 6.75% Add +283.5% 152,756 $29.6M
Investment Advisory Services Inc. /TX 10.66% Add +2.3% 151,932 $29.5M
First Manhattan Co. Llc. 0.08% Add +0.0% 149,269 $29.0M
Valmark Advisers, Inc. 0.43% Reduce -0.1% 148,233 $28.8M
Seneca Financial Advisors LLC 13.79% Add +0.9% 146,696 $28.5M
Two Sigma Investments, LP 0.06% Reduce -27.6% 146,403 $28.4M
Cornerstone Advisory, LLC 3.29% Add +33.6% 147,852 $28.2M
Studio Investment Management LLC 5.79% Add +1.6% 144,441 $28.0M
Firestone Capital Management 7.26% Reduce -2.5% 142,710 $27.7M
Advisory Alpha, LLC 0.94% Add +2.4% 142,524 $27.6M
ProVise Management Group, LLC 2.33% Reduce -1.6% 141,546 $27.5M
EP Wealth Advisors, LLC 0.22% Add +14.9% 141,540 $27.5M
GEN Financial Management, INC. 18.54% Reduce -1.1% 141,051 $27.4M
Allworth Financial LP 0.15% Add +12.5% 143,217 $27.0M
Crane Advisory, LLC 4.77% Add +3.0% 142,748 $26.4M
Crews Bank & Trust 4.50% Add +2.5% 135,919 $26.4M
Agf Management Ltd. 0.14% Reduce -4.7% 134,693 $26.1M
Betterment LLC 0.06% Add +6.9% 133,117 $25.8M
Granite FO LLC 14.40% Reduce -0.9% 130,642 $25.3M
Clearstead Advisors, LLC 0.39% Reduce -5.5% 130,036 $25.2M
Northeast Investment Management 1.17% Reduce -2.1% 128,913 $25.0M
Scotia Capital Inc. 0.13% Reduce -2.2% 128,383 $24.9M
Klaas Financial Asset Advisors, LLC 4.29% Add +0.4% 128,327 $24.9M
Townsquare Capital LLC 0.26% Reduce -18.7% 127,619 $24.8M
MTM Financial Group, LLC 14.33% Add +2.8% 126,280 $24.5M
SCS Capital Management LLC 0.31% New 125,685 $24.4M
Lodestar Private Asset Management LLC 3.06% Add +1.1% 125,616 $24.4M
KilterHowling LLC 15.72% Add +2.7% 126,165 $24.3M
McCarthy Asset Management, Inc. 17.43% Reduce -1.6% 124,068 $24.1M
Compton Wealth Advisory Group, LLC 6.62% Reduce -0.8% 122,901 $23.8M
Select Asset Management & Trust 9.52% Add +1.7% 122,400 $23.7M
Mutual Advisors, LLC 0.67% Reduce -0.4% 124,300 $23.5M
Capital Advantage, Inc. 4.24% No change 118,945 $23.3M
PFG Advisors 1.30% Add +21.5% 119,596 $23.2M
Graves Light Lenhart Wealth, Inc. 2.83% Reduce -0.8% 118,823 $23.1M
Montag A & Associates Inc. 1.15% Add +1.2% 117,943 $22.9M
EverSource Wealth Advisors, LLC 1.24% Add +1.8% 116,244 $22.6M
Wharton Business Group, LLC 1.01% Add +0.5% 115,398 $22.4M
CENTRAL TRUST Co 0.55% Reduce -1.2% 114,898 $22.3M
AMG National Trust Bank 0.62% Add +2.4% 113,749 $22.1M
Compass Financial Group, INC 4.16% Add +2.1% 113,284 $22.0M
Ariston Services Group 18.21% No change 112,352 $21.8M
Qube Research & Technologies Ltd 0.03% Add +304.2% 111,626 $21.7M
Aurdan Capital Management, LLC 8.01% Add +592.1% 109,635 $21.3M
Coldstream Capital Management Inc. 0.45% Add +0.4% 108,912 $21.1M
Annex Advisory Services, LLC 0.59% Reduce -5.3% 108,039 $21.0M
JT Stratford LLC 3.72% Reduce -3.4% 107,925 $20.9M
Comerica Bank 0.09% Reduce -2.2% 107,246 $20.8M
Cwm, LLC 0.08% Add +2.6% 107,236 $20.8M
Roof Eidam Maycock Peralta, LLC 5.52% Reduce -4.8% 107,172 $20.8M
Goepper Burkhardt LLC 8.26% Reduce -1.9% 106,471 $20.7M
Tradition Wealth Management, LLC 1.82% Add +6.0% 106,362 $20.6M
NewEdge Wealth, LLC 0.37% Reduce -23.3% 105,898 $20.5M
Prepared Retirement Institute LLC 13.10% Reduce -10.7% 105,825 $20.5M
Nikulski Financial, Inc. 6.20% Reduce -0.1% 105,688 $20.5M
Integrated Advisors Network LLC 1.03% Add +9.8% 104,519 $20.3M
SBI Securities Co., Ltd. 0.67% Add +0.3% 104,204 $20.2M
Consolidated Capital Management, LLC 8.35% Add +1.9% 103,648 $20.1M
SouthState Bank Corp 0.92% Add +60.8% 103,566 $20.1M
Western Wealth Management, LLC 1.33% Reduce -1.6% 103,394 $20.1M
Rwa Wealth Partners, LLC 0.25% Reduce -2.5% 102,746 $19.9M
Huntleigh Advisors, Inc. 3.32% New 101,634 $19.9M
Associated Banc-Corp 0.61% Add +3.7% 102,530 $19.9M
JNBA Financial Advisors 2.05% Reduce -15.7% 102,119 $19.8M
National Philanthropic Trust 0.32% Add +914.0% 101,722 $19.7M
Fusion Capital, LLC 7.52% Add +1.7% 101,707 $19.7M
Family CFO Inc 10.82% Add +2.3% 101,656 $19.7M
OneDigital Investment Advisors LLC 0.23% Reduce -2.8% 101,481 $19.7M
Stratos Wealth Partners, LTD. 0.30% Reduce -2.5% 100,771 $19.5M
Jackson, Grant Investment Advisers, Inc. 7.43% Reduce -1.4% 98,875 $19.2M
Family Manage LLC 3.15% Reduce -2.8% 98,318 $19.1M
Focus Financial Network, Inc. 0.78% Add +0.8% 98,083 $19.0M
LM Advisors LLC 3.41% Add +3.4% 96,789 $18.8M
Clarity Wealth Advisors, LLC 5.15% Add +2.9% 95,731 $18.6M
Romano Brothers and Company 2.40% Add +2.9% 95,720 $18.6M
National Bank of Canada 0.02% Reduce -11.9% 95,547 $18.5M
Drucker Wealth 3.0, LLC 4.07% Add +56.0% 95,270 $18.5M
Snowden Capital Advisors LLC 0.60% Add +0.7% 95,120 $18.5M
CreativeOne Wealth, LLC 0.55% Add +0.3% 94,870 $18.4M
IFP Advisors, Inc 0.57% Add +78.0% 94,472 $18.3M
Mittelman Wealth Management 16.44% Add +5.4% 93,934 $18.2M
Cornerstone Wealth Management, LLC 1.23% Reduce -0.6% 93,819 $18.2M
Addison Advisors LLC 4.96% Reduce -0.3% 93,802 $18.2M
Burns J W & Co. Inc. 2.32% Add +4.9% 92,407 $17.9M
Beacon Investment Advisory Services, Inc. 0.84% Add +5.6% 92,268 $17.9M
McCarthy & Cox 7.76% Reduce -4.8% 91,818 $17.8M
Carnegie Investment Counsel 0.42% Add +1.9% 101,324 $17.8M
Sound View Wealth Advisors Group, LLC 1.46% Reduce -1.6% 91,598 $17.8M
Snider Financial Group 5.70% Reduce -0.4% 90,395 $17.5M
Americana Partners, LLC 0.68% Add +2.5% 90,377 $17.5M
Cahill Financial Advisors Inc. 2.38% Reduce -2.2% 90,204 $17.5M
Venture Visionary Partners LLC 0.73% Add +11.5% 89,741 $17.4M
Advisor Resource Council 1.40% New 97,330 $17.3M
Tyche Wealth Partners LLC 3.75% Add +45.4% 89,288 $17.3M
Whitegate Investment Counselors, Inc. 6.15% Reduce -3.6% 89,266 $17.3M
FAS Wealth Partners, Inc. 1.41% Reduce -1.8% 89,177 $17.3M
Lido Advisors, LLC 0.10% Reduce -1.0% 89,002 $17.3M
DDFG, Inc 4.77% Reduce -1.8% 88,727 $17.2M
Flagship Harbor Advisors, LLC 0.90% Reduce -0.6% 88,609 $17.2M
Coston, McIsaac & Partners 5.01% Reduce -0.1% 88,474 $17.2M
Smith, Moore & Co. 1.57% Reduce -1.2% 87,632 $17.0M
Hanover Advisors Inc. 7.37% Reduce -2.5% 87,614 $17.0M
CM Wealth Advisors LLC 5.35% Add +0.4% 86,278 $16.7M
Forbes J M & Co. LLP 1.62% Add +3.8% 86,153 $16.7M
Kingsview Wealth Management, LLC 0.31% Add +0.8% 85,246 $16.5M
Wealthcare Advisory Partners LLC 0.44% Add +4.9% 84,538 $16.4M
Hapanowicz & Associates Financial Services, Inc 8.98% Add +3.5% 83,193 $16.1M
CRA Financial Services, LLC 2.75% Reduce -2.7% 82,946 $16.1M
Smith Anglin Financial, LLC 1.69% Reduce -14.2% 82,202 $15.9M
Great Valley Advisor Group, Inc. 0.34% Add +24.3% 82,200 $15.9M
D.B. Root & Company, LLC 5.14% Add +4.8% 82,066 $15.9M
Onyx Bridge Wealth Group LLC 2.28% Reduce -0.4% 82,018 $15.9M
Rothschild Investment LLC 1.06% Add +1.9% 81,812 $15.9M
Gladstone Institutional Advisory LLC 0.73% Add +1.4% 81,186 $15.7M
Citizens Financial Group Inc. 0.31% Reduce -3.0% 80,716 $15.7M
Amara Financial, Llc. 14.25% Add +0.9% 79,500 $15.4M
Carr Financial Group Corp 5.04% Add +4.1% 79,306 $15.4M
Asset Management Group, Inc. 2.84% Add +0.2% 79,248 $15.4M
Carolinas Wealth Consulting LLC 3.30% Reduce -5.9% 78,995 $15.3M
Employees' Retirement Fund of the City of Fort Worth 7.46% No change 78,051 $15.1M
Main Street Financial Solutions, LLC 1.31% Add +27.1% 77,970 $15.1M
Flywheel Private Wealth LLC 13.76% Add +1.6% 77,808 $15.1M
Martel Wealth Advisors LLC 2.99% Reduce -6.9% 77,475 $15.0M
Aptus Capital Advisors, LLC 0.17% Add +8.1% 77,295 $15.0M
Wealthspire Advisors, LLC 0.09% Add +96.3% 77,000 $14.9M
Wheelhouse Advisory Group LLC 8.52% Add +5.7% 76,908 $14.9M
Family Investment Center, Inc. 3.64% Reduce -0.5% 76,772 $14.9M
Syon Capital LLC 1.21% Add +7.3% 76,331 $14.8M
Aspen Grove Capital, LLC 2.85% Add +0.0% 76,300 $14.8M
Integrity Alliance, Llc. 0.58% Add +95.7% 75,902 $14.7M
AQR Capital Management 0.02% Add +38.7% 75,828 $14.7M
Journey Advisory Group, LLC 1.21% Add +5.2% 75,814 $14.7M
Kitching Partners, LLC 16.77% Add +9.4% 74,984 $14.5M
HBK Sorce Advisory LLC 0.43% Reduce -0.6% 74,873 $14.5M
Cascades Capital Asset Management, LLC 8.01% Add +9.4% 74,864 $14.5M
High Net Worth Advisory Group LLC 4.08% Add +0.4% 74,514 $14.5M
Concurrent Investment Advisors, LLC 0.35% Add +4.8% 74,407 $14.4M
Fifth Third Wealth Advisors LLC 0.74% Add +11.8% 73,891 $14.3M
Visionary Wealth Advisors 0.86% Add +2.0% 73,601 $14.3M
Natixis Advisors, LLC 0.03% Add +1.7% 73,076 $14.2M
Cozad Asset Management Inc. 1.41% Reduce -0.5% 72,978 $14.2M
FRG Family Wealth Advisors LLC 2.72% Reduce -1.5% 72,529 $14.1M
BNP Paribas Financial Markets 0.01% Add +3.1% 71,881 $13.9M
Assetmark, Inc. 0.04% Add +1073.3% 71,725 $13.9M
Focus Partners Advisor Solutions, LLC 0.21% Add +3.0% 71,678 $13.9M
Planning Directions Inc. 5.88% Reduce -5.0% 70,955 $13.8M
Rovin Capital /Ut/ 4.41% Reduce -4.4% 70,700 $13.7M
Zions Bancorporation, National Association 0.86% — 69,858 $13.6M
Dakota Wealth Management 0.32% Reduce -0.8% 69,758 $13.5M
Old National Bancorp 0.35% Add +3.4% 69,341 $13.5M
Accretive Wealth Partners, LLC 4.67% Add +18.7% 69,303 $13.2M
HHM Wealth Advisors, LLC 1.77% Add +1.4% 67,958 $13.2M
Motive Wealth Advisors 7.02% Reduce -1.4% 67,667 $13.1M
Paradigm Capital Management, LLC 13.61% Reduce -7.9% 67,523 $13.1M
Composition Wealth, LLC 0.26% Reduce -2.3% 67,432 $13.1M
Circle Wealth Management, LLC 0.30% No change 67,300 $13.1M
Whittier Trust Co. 0.18% Reduce -0.8% 67,167 $13.0M
Pettyjohn, Wood & White, Inc. 2.49% Reduce -0.5% 66,974 $13.0M
Evergreen Capital Management LLC 0.43% Reduce -2.2% 66,722 $12.9M
Advisory Services Network, LLC 0.25% Reduce -36.6% 66,699 $12.9M
Country Club Bank 0.87% Add +5.5% 67,232 $12.9M
SWAN Capital LLC 5.95% Reduce -3.6% 66,434 $12.9M
Kestra Private Wealth Services, LLC 0.21% Add +2.2% 66,337 $12.9M
Mosaic Financial Group, LLC 10.44% Reduce -15.5% 66,199 $12.8M
Oak Harvest Investment Services 1.79% Reduce -3.1% 65,943 $12.8M
Apollon Financial, LLC 3.03% Add +8.2% 65,924 $12.8M
Patriot Investment Management Group, Inc. 0.96% Add +0.2% 65,879 $12.8M
J.W. Cole Advisors, Inc. 0.40% Reduce -41.3% 65,766 $12.8M
Integral Investment Advisors, Inc. 4.06% Add +5.9% 65,545 $12.7M
Merit Financial Group, LLC 0.19% Add +17.5% 65,419 $12.7M
Mgo One Seven LLC 0.49% Reduce -30.9% 65,087 $12.6M
JFS Wealth Advisors, LLC 0.85% Reduce -1.9% 65,020 $12.6M
Synovus Financial Corp. 0.16% Add +9.5% 64,989 $12.6M
Kraft, Davis & Associates, LLC 4.06% Reduce -0.2% 68,399 $12.6M
Perigon Wealth Management, LLC 0.32% Reduce -2.5% 64,602 $12.5M
Signature Estate & Investment Advisors LLC 0.33% Add +14.6% 63,972 $12.4M
Ancora Advisors LLC 0.28% Add +7.2% 63,934 $12.4M
CIBC Private Wealth Group LLC 0.03% Add +8.0% 71,356 $12.4M
Quantinno Capital Management LP 0.08% Add +46.0% 63,485 $12.3M
NWF Advisory Services Inc. 1.73% Reduce -3.1% 63,384 $12.3M
Ameritas Advisory Services, LLC 0.50% Reduce -32.8% 63,172 $12.3M
Curi Capital, LLC 0.30% Reduce -20.1% 63,298 $12.3M
Transcend Capital Advisors, LLC 0.88% Add +3.1% 63,043 $12.2M
Mather Group, Llc. 0.14% Reduce -3.2% 62,635 $12.2M
Chatham Capital Group, Inc. 2.02% Add +3.7% 62,564 $12.1M
Mendel Capital Management LLC 7.34% Add +2.5% 62,555 $12.1M
Moneta Group Investment Advisors LLC 0.17% Add +9.4% 62,368 $12.1M
Strategic Financial Concepts, LLC 2.27% Add +3.0% 62,334 $12.1M
Meridian Wealth Advisors, LLC 2.04% Reduce -1.3% 62,077 $12.0M
Evergreen Wealth Management, LLC 7.18% Add +14.7% 61,948 $12.0M
Bryn Mawr Trust Advisors, LLC 0.72% Reduce -0.6% 61,670 $12.0M
LS Investment Advisors, LLC 1.84% Add +5.3% 61,642 $12.0M
Leavell Investment Management, Inc. 0.59% Add +0.5% 61,477 $11.9M
Oppenheimer & Co. Inc. 0.18% Add +0.8% 60,906 $11.8M
Flputnam Investment Management Co. 0.22% Add +0.4% 60,645 $11.8M
Garde Capital, Inc. 0.67% Reduce -9.8% 60,571 $11.8M
SimpliFi, Inc. 5.33% Add +0.5% 59,915 $11.6M
M3 Advisory Group, LLC 9.17% Add +4.6% 59,823 $11.6M
Apella Capital, LLC 0.40% Add +0.8% 62,191 $11.6M
Rehmann Capital Advisory Group 0.73% Reduce -0.5% 59,471 $11.5M
Allred Capital Management, LLC 4.61% Add +0.7% 59,471 $11.5M
WASHINGTON TRUST Co 0.44% Reduce -0.5% 59,123 $11.5M
Interactive Financial Advisors, Inc. 6.04% Reduce -0.9% 58,906 $11.4M
Johnson Investment Counsel Inc. 0.11% Add +0.8% 58,244 $11.3M
Destiny Wealth Partners, LLC 1.79% Reduce -0.1% 58,178 $11.3M
Mission Wealth Management, LP 0.28% Reduce -2.0% 58,042 $11.3M
TD Waterhouse Canada Inc. 0.09% Add +4.8% 58,155 $11.2M
Parallel Advisors, LLC 0.25% Reduce -0.4% 57,761 $11.2M
Essex Financial Services, Inc. 0.81% Reduce -9.7% 57,675 $11.2M
Trek Financial, LLC 0.80% Reduce -1.5% 57,165 $11.1M
United Capital Financial Advisors, LLC 0.10% Add +1.9% 57,137 $11.1M
Bessemer Group Inc. 0.02% Add +32.2% 57,106 $11.1M
Harbour Investments, Inc. 0.32% Add +2.0% 56,783 $11.0M
Whittier Trust Co. of Nevada Inc. 0.28% Reduce -0.1% 56,221 $10.9M
Strategies Wealth Advisors, LLC 1.33% Add +2.8% 55,991 $10.9M
Sebold Capital Management, Inc. 7.09% Add +4.8% 55,589 $10.8M
Segment Wealth Management, LLC 0.73% Reduce -1.8% 55,346 $10.7M
Strategic Blueprint, LLC 0.58% Add +2.1% 55,197 $10.7M
WealthShield Partners, LLC 1.38% Add +11.2% 55,141 $10.7M
Global Wealth Management, LLC 6.13% Add +0.5% 54,754 $10.6M
Capital Investment Advisors, LLC 0.21% Reduce -0.7% 54,697 $10.6M
Stratos Wealth Advisors, LLC 0.58% Add +1.8% 54,376 $10.5M
Blackston Financial Advisory Group, LLC 7.13% Reduce -5.8% 54,178 $10.5M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +12.0% 54,753 $10.5M
Pecaut & Co. 3.56% Add +7.4% 53,824 $10.4M
Cerro Pacific Wealth Advisors LLC 3.39% Add +2.5% 53,231 $10.4M
Regal Investment Advisors LLC 0.84% Reduce -21.9% 53,459 $10.4M
Capital Analysts, LLC 0.39% Add +12.7% 53,295 $10.3M
Fulton Breakefield Broenniman LLC 0.75% Add +20.2% 53,289 $10.3M
Boston Family Office LLC 0.73% Reduce -0.3% 53,038 $10.3M
Advisors Preferred, LLC 1.37% Reduce -14.6% 52,873 $10.2M
Farther Finance Advisors, LLC 0.26% Add +10.0% 52,733 $10.2M
VPR Management LLC 4.96% No change 52,630 $10.2M
First Horizon Advisors, Inc. 0.29% Add +11.8% 52,507 $10.2M
Thomasville National Bank 0.74% Reduce -1.0% 52,185 $10.1M
Safir Wealth Advisors, LLC 8.00% Add +2.3% 51,932 $10.1M
Global Wealth Strategies & Associates 3.04% Add +4.1% 51,704 $10.0M
Crestwood Advisors Group, LLC 0.19% Reduce -0.9% 51,448 $10.0M
OneAscent Financial Services LLC 0.65% Add +103.5% 51,454 $10.0M
Sandy Cove Advisors, LLC 4.00% Reduce -4.5% 51,364 $10.0M
Bigelow Investment Advisors, LLC 4.72% Reduce -2.1% 51,177 $9.9M
White Lighthouse Investment Management Inc. 1.77% Reduce -4.8% 51,016 $9.9M
B. Riley Wealth Advisors, Inc. 0.30% Add +21.5% 50,892 $9.9M
Websterrogers Financial Advisors, LLC 3.36% Add +1909.6% 50,682 $9.8M
Pinnacle Financial Partners Inc 0.20% Add +20.8% 50,481 $9.8M
Forvis Mazars Wealth Advisors, LLC 0.23% Reduce -1.7% 49,947 $9.7M
IFG Advisory, LLC 0.53% Add +2.7% 49,570 $9.6M
Choate Investment Advisors 0.24% Reduce -2.6% 49,452 $9.6M
CWS Financial Advisors, LLC 3.02% Add +2.4% 49,314 $9.6M
Donaldson Capital Management, LLC 0.36% Add +2.8% 49,206 $9.5M
Security Financial Services, INC. 1.89% Reduce -11.2% 49,180 $9.5M
Gotham Asset Management 0.08% Add +136.9% 48,946 $9.5M
Bradley Foster & Sargent Inc. 0.16% Reduce -1.1% 48,782 $9.5M
Rooted Wealth Advisors, Inc. 4.06% Add +1.4% 53,219 $9.4M
Spreng Capital Management, Inc. 4.39% Add +6.4% 48,572 $9.4M
Prospera Financial Services Inc 0.22% Add +2.5% 48,331 $9.4M
CVA Family Office, LLC 1.44% Add +9.1% 48,263 $9.4M
Modern Wealth Management, LLC 0.30% Add +77.3% 48,176 $9.3M
Wimmer Associates 1, LLC 4.92% Reduce -10.6% 47,453 $9.3M
Integrated Capital Management, Inc. 7.40% Reduce -9.6% 47,955 $9.3M
Seaview Investment Managers LLC 2.25% Add +55.7% 47,690 $9.3M
Dagco, Inc. 2.93% Add +6.8% 46,764 $9.1M
Vestmark Advisory Solutions, Inc. 0.23% Add +11.9% 46,722 $9.1M
Jordan Park Group LLC 0.66% Reduce -8.5% 46,634 $9.0M
West Financial Advisors, LLC 1.72% Reduce -2.5% 46,597 $9.0M
Prentice Wealth Management LLC 2.61% Reduce -7.5% 46,569 $9.0M
Mycio Wealth Partners, LLC 2.12% Add +0.4% 46,302 $9.0M
Sandbox Financial Partners, LLC 3.17% Reduce -3.5% 46,241 $9.0M
Savant Capital, LLC 0.08% Reduce -5.7% 46,123 $8.9M
SPC Financial, Inc. 0.79% Add +0.3% 46,083 $8.9M
Jefferies Financial Group Inc. 0.16% Reduce -3.3% 45,788 $8.9M
180 Wealth Advisors, LLC 1.41% Reduce -1.5% 45,737 $8.9M
Gilliland Jeter Wealth Management LLC 3.13% Reduce -1.8% 45,633 $8.9M
Twin Focus Capital Partners, LLC 1.37% Add +5.7% 45,565 $8.8M
Castlekeep Investment Advisors LLC 4.51% Add +40.7% 45,275 $8.8M
Woodmont Investment Counsel LLC 0.63% Add +1.6% 45,081 $8.7M
Alpha Cubed Investments, LLC 0.39% Reduce -3.1% 44,834 $8.7M
Cascade Financial Partners, LLC 1.10% Reduce -1.7% 44,825 $8.7M
Signet Financial Management, LLC 1.17% Reduce -5.7% 44,820 $8.7M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.32% Reduce -1.1% 45,101 $8.7M
Brio Consultants, LLC 1.35% Reduce -4.9% 44,424 $8.6M
Heritage Wealth Advisors 0.44% Reduce -7.7% 44,373 $8.6M
Cascade Wealth Advisors, Inc 5.95% Reduce -3.0% 46,217 $8.6M
North Star Investment Management Corp. 0.62% Reduce -2.0% 44,186 $8.6M
StoneX Group Inc. 0.46% Add +2.1% 43,350 $8.4M
Financial Perspectives, Inc 2.86% Reduce -2.1% 43,016 $8.3M
Orion Capital Management LLC 3.51% Reduce -2.5% 42,939 $8.3M
First Heartland Consultants, Inc. 0.86% Reduce -12.5% 42,894 $8.3M
Compass Ion Advisors, LLC 0.98% Reduce -0.0% 42,868 $8.3M
Stokes Capital Advisors, LLC 2.11% Add +0.5% 42,825 $8.3M
Warner Financial, Inc. 3.67% Reduce -5.2% 42,752 $8.3M
Wealthspan Partners, LLC 3.83% Reduce -5.2% 42,693 $8.3M
Northstar Group, Inc. 1.40% Add +5.6% 42,682 $8.3M
Brown Brothers Harriman & Co. 0.06% Add +10.9% 42,589 $8.3M
Integrated Wealth Concepts LLC 0.10% Reduce -6.1% 42,411 $8.2M
Capstone Financial Advisors, Inc. 0.52% Reduce -1.5% 42,387 $8.2M
GC Wealth Management RIA, LLC 1.50% Reduce -3.8% 42,255 $8.2M
Vigilare Wealth Management 3.27% Add +0.0% 42,208 $8.2M
Western Pacific Wealth Management, LP 7.40% Reduce -0.1% 42,178 $8.2M
Souders Financial Advisors 1.14% Reduce -7.7% 42,174 $8.2M
Aberdeen Wealth Management LLC 5.64% Add +0.1% 42,129 $8.2M
Beacon Financial Group 0.89% Reduce -8.6% 42,015 $8.2M
Peapack Gladstone Financial Corp. 0.12% Reduce -10.8% 41,975 $8.1M
Koshinski Asset Management, Inc. 0.69% Add +3.4% 41,751 $8.1M
White Wing Wealth Management 6.31% Add +8.1% 44,029 $8.1M
Osborne Partners Capital Management, LLC 0.47% Reduce -5.8% 41,615 $8.1M
Financial Advisory Partners, LLC 2.68% Add +22.3% 41,348 $8.0M
New Perspectives, Inc 4.26% Reduce -1.8% 41,144 $8.0M
Pathway Financial Advisors LLC 1.43% Reduce -0.5% 40,988 $8.0M
GW Henssler & Associates Ltd. 0.46% Add +18.6% 40,971 $7.9M
Allen Investment Management, LLC 0.09% No change 40,746 $7.9M
Pinnacle Associates Ltd. 0.12% Reduce -0.5% 40,708 $7.9M
Plotkin Financial Advisors, LLC 4.85% Add +0.9% 40,693 $7.9M
Yoder Wealth Management, Inc. 4.42% Reduce -5.0% 40,480 $7.9M
PMG Wealth Management, Inc. 8.33% Add +0.5% 40,442 $7.8M
Cibc World Market Inc. 0.02% Add +0.4% 40,439 $7.8M
Independent Financial Group, LLC 0.27% Reduce -3.8% 40,035 $7.8M
Kavar Capital Partners Group, LLC 1.29% Reduce -0.4% 39,930 $7.7M
Alexis Investment Partners, LLC 3.70% Add +2.3% 40,179 $7.7M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -4.3% 39,808 $7.7M
NorthRock Partners, LLC 0.26% Add +0.3% 39,797 $7.7M
AE Wealth Management LLC 0.06% Add +11.0% 39,551 $7.7M
Yukon Wealth Management, Inc. 3.18% — 39,518 $7.7M
Cypress Financial Planning LLC 2.76% Reduce -2.9% 39,460 $7.7M
Litman Gregory Wealth Management LLC 0.65% Add +0.4% 39,191 $7.6M
Kagan Cocozza Asset Management 6.19% Add +0.9% 39,076 $7.6M
Sigma Planning Corp 0.24% Add +0.7% 39,013 $7.6M
Peterson Wealth Management 5.08% Reduce -26.9% 38,917 $7.5M
Apollon Wealth Management, LLC 0.16% Add +1.4% 38,529 $7.5M
Walter & Keenan Wealth Management LLC /in/ 2.25% Add +3.8% 38,506 $7.5M
City State Bank 2.46% Add +12.8% 38,478 $7.5M
Tide Cove Capital Partners LLC 6.49% Add +0.3% 38,461 $7.5M
IHT Wealth Management, LLC 0.23% Reduce -0.6% 38,087 $7.4M
VestGen Advisors, LLC 0.33% — 37,934 $7.4M
Windward Private Wealth Management Inc. 2.86% Reduce -4.0% 37,866 $7.3M
Financial Advocates Investment Management 0.51% Reduce -28.9% 37,759 $7.3M
Level Four Advisory Services, LLC 0.30% Add +0.4% 37,425 $7.3M
Mascoma Wealth Management LLC 1.80% Reduce -29.9% 37,313 $7.2M
Curran Financial Partners, LLC 1.78% Add +8.9% 37,313 $7.2M
Titan Global Capital Management USA LLC 1.48% Add +11.3% 37,016 $7.2M
San Luis Wealth Advisors LLC 1.62% Add +4.2% 36,922 $7.2M
Good Life Advisors, LLC 0.50% Add +2.6% 36,793 $7.1M
Ledyard National Bank 0.71% Reduce -5.4% 36,765 $7.1M
Weaver Consulting Group 2.15% Reduce -0.8% 36,729 $7.1M
McNamara Financial Services, Inc. 1.53% Reduce -2.1% 36,665 $7.1M
Keystone Financial Group, Inc. 4.99% Add +5.2% 37,124 $7.1M
Hollencrest Capital Management 0.31% Add +0.5% 36,372 $7.1M
Raab & Moskowitz Asset Management LLC 1.77% Reduce -3.1% 36,280 $7.0M
Moors & Cabot, Inc. 0.36% Reduce -12.4% 36,115 $7.0M
O'shaughnessy Asset Management, LLC 0.06% Add +30.3% 36,068 $7.0M
Cambridge Advisors Inc. 1.53% Reduce -1.6% 36,009 $7.0M
Aspen Wealth Management LLC 1.97% Reduce -4.9% 35,819 $6.9M
Bridgewater Advisors Inc. 0.60% Add +0.0% 36,193 $6.9M
Leo Wealth, LLC 0.99% Reduce -3.4% 35,473 $6.9M
FreeGulliver LLC 3.47% Reduce -8.4% 35,298 $6.8M
Chicago Partners Investment Group LLC 0.23% Add +131.8% 35,512 $6.8M
Verum Partners LLC 1.82% Reduce -1.5% 34,715 $6.7M
IAG Wealth Partners, LLC 1.05% Reduce -2.6% 34,696 $6.7M
Sloy Dahl & Holst, LLC 1.17% Reduce -0.1% 34,533 $6.7M
Cardiff Park Advisors, LLC 0.64% Add +0.7% 34,285 $6.7M
FSC Wealth Advisors, LLC 4.35% Reduce -2.3% 34,160 $6.6M
SkyOak Wealth, LLC 1.44% Add +3.0% 33,843 $6.6M
Nations Financial Group Inc, /Ia/ 0.50% Add +129.0% 33,747 $6.5M
Moser Wealth Advisors, LLC 3.42% Add +4.4% 33,681 $6.5M
Watts Gwilliam & Co., LLC 1.41% Add +0.7% 33,519 $6.5M
McClarren Financial Advisors, Inc. 4.29% New 24,459 $6.5M
Meridian Wealth Management, LLC 0.31% Reduce -4.2% 33,407 $6.5M
Davis R M Inc. 0.13% Reduce -0.1% 33,387 $6.5M
Prosperity Consulting Group, LLC 0.50% Reduce -13.8% 33,376 $6.5M
Bartlett & Co. Wealth Management LLC 0.10% Reduce -8.0% 33,318 $6.5M
Creekside Partners 3.37% Add +0.2% 33,174 $6.4M
BIP Wealth, LLC 0.42% Add +1.0% 32,966 $6.4M
Clear Creek Financial Management, LLC 0.66% Reduce -2.3% 32,937 $6.4M
DHJJ Financial Advisors, Ltd. 2.56% Add +0.3% 32,823 $6.4M
Ogorek Anthony Joseph /NY/ 2.09% Reduce -0.2% 32,801 $6.4M
CPC Advisors, LLC 0.87% Reduce -0.6% 32,654 $6.3M
Westside Investment Management, Inc. 1.35% Reduce -0.8% 32,557 $6.3M
Summit Financial, LLC 0.18% Add +4.8% 32,520 $6.3M
Ridgecrest Wealth Partners, LLC 3.29% Add +10.5% 32,344 $6.3M
One Degree Advisors Inc 2.58% Reduce -0.0% 32,346 $6.3M
Hurlow Wealth Management Group, Inc. 1.96% Reduce -5.9% 32,334 $6.3M
NorthCoast Asset Management LLC 0.03% Add +7.0% 32,313 $6.3M
Trust Co. of Vermont 0.31% Add +4.3% 32,295 $6.3M
Csenge Advisory Group 0.35% Add +0.3% 33,915 $6.2M
Headinvest, LLC 1.21% Reduce -3.9% 32,067 $6.2M
Benchmark Wealth Management, LLC 3.00% Reduce -3.6% 31,971 $6.2M
McGlone Suttner Wealth Management, Inc. 1.01% Reduce -2.7% 31,577 $6.1M
Colony Family Offices, LLC 1.91% Reduce -1.1% 31,499 $6.1M
Ranch Capital Advisors Inc. 2.89% Reduce -2.8% 31,374 $6.1M
Cidel Asset Management Inc. 0.40% Reduce -5.2% 31,355 $6.1M
Marcum Wealth, LLC 0.52% Reduce -0.1% 31,256 $6.1M
Muirfield Wealth Advisors LLC 5.14% Reduce -0.8% 31,169 $6.0M
Hoese & Co LLP 5.21% Add +4.1% 30,980 $6.0M
Grove Street Fiduciary, LLC 3.03% Reduce -4.2% 30,839 $6.0M
Councilmark Asset Management, LLC 4.04% No change 30,820 $6.0M
Caprock Group, LLC 0.18% Add +7.4% 30,782 $6.0M
Bay Rivers Group 3.11% Reduce -2.5% 30,542 $5.9M
Brightwater Advisory LLC 4.65% Reduce -2.7% 30,298 $5.9M
Roman Butler Fullerton & Co. 2.29% Reduce -0.9% 31,580 $5.9M
World Investment Advisors 0.15% Add +102.1% 30,270 $5.9M
Investment Partners, LTD. 2.43% Add +0.1% 30,254 $5.9M
Genesis Private Wealth, LLC 3.11% Add +4.7% 30,245 $5.9M
Chris Bulman Inc 3.70% Reduce -4.2% 30,187 $5.9M
Detalus Advisors, LLC 1.84% Add +14.9% 30,142 $5.8M
Raffa Wealth Management, LLC 1.33% No change 30,060 $5.8M
Keystone Financial Group 0.59% Reduce -3.6% 30,040 $5.8M
Cliftonlarsonallen Wealth Advisors, LLC 0.11% Reduce -4.6% 29,612 $5.7M
Arcataur Capital Management LLC 1.96% Add +1.1% 29,593 $5.7M
Madison Asset Management, LLC 0.06% Reduce -33.0% 29,558 $5.7M
Tennessee Valley Asset Management Partners 0.93% Add +0.9% 29,480 $5.7M
Guardian Wealth Advisors, LLC / NC 0.46% Reduce -0.6% 29,449 $5.7M
WealthBridge Capital Management, LLC 1.61% Add +0.1% 29,439 $5.7M
Titleist Asset Management, LLC 0.66% Add +48.8% 29,419 $5.7M
Marshall & Sterling Wealth Advisors Inc. 3.86% Add +6.3% 29,309 $5.7M
Tidal Investments LLC 0.05% Reduce -23.9% 29,254 $5.7M
Sowell Financial Services LLC 0.26% Reduce -6.6% 29,187 $5.7M
Garden State Investment Advisory Services LLC 1.81% Reduce -33.3% 29,067 $5.7M
Riverview Capital Advisers, LLC 1.78% Add +4.2% 29,168 $5.7M
Empowered Funds, LLC 0.08% Add +912.3% 29,143 $5.7M
Arete Wealth Advisors, LLC 0.43% Reduce -22.9% 29,064 $5.6M
Flagstar Securities, Inc. 1.44% Reduce -1.1% 29,036 $5.6M
Howard Wealth Management, LLC 3.13% Reduce -2.9% 28,929 $5.6M
Fortis Advisors, LLC 3.66% Add +0.2% 28,916 $5.6M
Moseley Investment Management Inc. 2.18% Add +14.6% 28,735 $5.6M
Hofer & Associates. Inc 3.76% Add +1.0% 28,576 $5.5M
Waller Financial Planning Group, Inc. 1.55% Reduce -4.8% 28,446 $5.5M
Pinnacle Financial Group, LLC / IL 1.98% Add +0.2% 28,140 $5.5M
Tandem Investment Partners LLC 5.36% Reduce -2.0% 27,994 $5.4M
Tiaa Trust, National Association 0.02% Reduce -3.3% 27,935 $5.4M
Fiduciary Financial Group, LLC 1.18% Add +0.7% 29,769 $5.4M
One Day In July LLC 0.54% Add +1.2% 27,863 $5.4M
Seven Springs Wealth Group, LLC 1.97% Reduce -0.7% 27,846 $5.4M
Acorn Wealth Advisors, LLC 2.24% Add +0.5% 27,748 $5.4M
Frederick Financial Consultants, LLC 3.88% Add +0.2% 27,733 $5.4M
Gibson Capital, LLC 1.13% Reduce -4.8% 27,557 $5.3M
Amplius Wealth Advisors, LLC 0.56% Reduce -0.6% 27,536 $5.3M
TFB Advisors LLC 1.52% Add +7.9% 27,271 $5.3M
Shira Ridge Wealth Management 2.63% Add +11.0% 27,215 $5.3M
Foundations Investment Advisors, LLC 0.10% Add +0.4% 27,203 $5.3M
Fiduciary Trust Co 0.07% Add +12.8% 26,999 $5.2M
Investment Advisory Group, LLC 1.75% Add +0.1% 26,997 $5.2M
Forum Private Client Group LLC 2.26% Reduce -2.4% 26,850 $5.2M
Benjamin Edwards Inc. 0.07% Add +16.5% 26,846 $5.2M
Verdence Capital Advisors LLC 0.39% Add +0.1% 26,489 $5.1M
Kellett Wealth Advisors, LLC 3.56% Add +10.7% 26,486 $5.1M
Kingswood Wealth Advisors, LLC 0.46% Reduce -10.9% 26,154 $5.1M
Staley Capital Advisers Inc. 0.23% Reduce -1.4% 26,147 $5.1M
Beacon Financial Advisory LLC 1.54% Reduce -3.2% 26,131 $5.1M
Ausdal Financial Partners, Inc. 0.38% Add +0.5% 26,103 $5.1M
Dynamic Advisor Solutions LLC 0.17% New 26,060 $5.1M
Centerpoint Advisory Group 4.97% Reduce -3.4% 26,033 $5.1M
Vermillion Wealth Management, Inc. 1.50% Add +1.6% 26,001 $5.0M
Arlington Partners LLC 1.98% Reduce -83.9% 26,000 $5.0M
GPS Wealth Strategies Group, LLC 0.68% Reduce -13.5% 25,998 $5.0M
Independent Family Office, LLC 2.65% Reduce -1.1% 25,997 $5.0M
HM Payson & Co. 0.09% Reduce -1.7% 25,945 $5.0M
Exchange Traded Concepts, LLC 0.09% Add +4.1% 25,904 $5.0M
Parsons Capital Management Inc. 0.27% Add +0.3% 25,849 $5.0M
GWN Securities Inc. 0.28% Add +515.9% 25,632 $5.0M
StrongBox Wealth, LLC 2.05% Reduce -2.9% 25,380 $4.9M
W Advisors, LLC 3.06% Add +2.1% 25,217 $4.9M
Asset Allocation Strategies LLC 1.22% Reduce -23.2% 25,216 $4.9M
Oxler Private Wealth LLC 1.71% Reduce -1.9% 25,150 $4.9M
NORTHSTAR ASSET MANAGEMENT Co 1.18% Add +3.9% 25,130 $4.9M
Accredited Wealth Management, LLC 4.10% Add +10.0% 25,022 $4.9M
Golden State Wealth Management, LLC 0.72% Add +9.3% 24,832 $4.8M
New Insight Wealth Advisors 2.18% Add +5.3% 24,718 $4.8M
Brady Martz Wealth Solutions, LLC 1.08% Add +2.1% 24,614 $4.8M
Infinity Wealth Counsel, LLC 5.15% Reduce -0.8% 24,584 $4.8M
PFG Investments, LLC 0.31% Reduce -5.8% 24,553 $4.8M
Fort Sheridan Advisors LLC 0.72% Add +2.9% 24,491 $4.8M
Salem Investment Counselors Inc. 0.17% Add +1.5% 24,453 $4.7M
Morton Capital Management LLC 0.91% Reduce -4.1% 24,321 $4.7M
Breakwater Investment Management 2.01% Reduce -0.2% 24,229 $4.7M
Levin Capital Strategies, L.P. 0.50% Add +0.0% 24,038 $4.7M
Sagespring Wealth Partners, LLC 0.12% Reduce -8.5% 24,029 $4.7M
MilWealth Group LLC 1.28% Reduce -1.6% 23,945 $4.6M
Scott & Selber, Inc. 1.48% Reduce -3.1% 23,886 $4.6M
Tempus Wealth Planning, LLC 1.38% Reduce -4.5% 23,861 $4.6M
Spire Wealth Management 0.15% Reduce -22.7% 23,848 $4.6M
Certified Advisory Corp 0.52% Reduce -27.6% 23,846 $4.6M
Marino, Stram & Associates LLC 1.03% Reduce -0.0% 23,841 $4.6M
Miller Investment Management, LP 0.51% No change 23,831 $4.6M
Sheets Smith Wealth Management 0.57% Reduce -1.0% 23,772 $4.6M
Columbia River Financial Group, LLC 3.07% Reduce -2.7% 23,681 $4.6M
Prospect Financial Services LLC 2.52% Reduce -1.2% 23,432 $4.5M
Madison Wealth Partners, Inc 1.12% Add +2.5% 23,304 $4.5M
Per Stirling Capital Management, LLC. 0.65% Add +3.4% 23,278 $4.5M
Seamount Financial Group Inc. 3.06% Add +1.3% 23,142 $4.5M
HUB Investment Partners, LLC 0.18% Add +1.2% 23,105 $4.5M
S&co Inc. 0.30% Add +0.0% 23,067 $4.5M
Philadelphia Trust Co. 0.38% Reduce -1.0% 22,988 $4.5M
Cora Capital Advisors LLC 2.14% Add +4.1% 22,980 $4.5M
Global Financial Private Client, LLC 1.69% Add +0.3% 22,839 $4.4M
Diversify Wealth Management, LLC 0.33% Reduce -11.2% 23,245 $4.4M
Wade Financial Advisory, Inc 1.51% Reduce -7.2% 22,754 $4.4M
Financial Insights, Inc. 1.75% Reduce -2.0% 22,689 $4.4M
Keybank National Association 0.02% Reduce -9.9% 22,591 $4.4M
Sard Wealth Management Group, LLC 2.90% Add +0.1% 22,326 $4.3M
Stonebridge Financial Group, LLC 0.46% Reduce -0.9% 22,233 $4.3M
AlphaCore Capital LLC 0.37% New 22,153 $4.3M
Abbot Financial Management, Inc. 2.22% Reduce -1.4% 22,058 $4.3M
Private Capital Management, LLC 0.48% Add +2.9% 22,038 $4.3M
Cary Street Partners Financial LLC 0.13% Reduce -0.3% 22,027 $4.3M
Fidelity D & D Bancorp Inc. 2.81% Add +7.3% 22,026 $4.3M
Intelligent Financial Strategies 2.23% Reduce -1.9% 21,995 $4.3M
First National Bank of Mount Dora, Trust Investment Services 1.04% Reduce -0.4% 21,952 $4.3M
Resurgent Financial Advisors LLC 2.57% Add +5.6% 21,945 $4.3M
CSM Advisors, LLC 0.23% No change 21,900 $4.2M
Hughes Financial Services, LLC 0.83% Reduce -2.5% 21,908 $4.2M
Mid-American Wealth Advisory Group, Inc. 2.23% Add +0.9% 21,436 $4.2M
SkyView Investment Advisors, LLC 0.62% No change 21,335 $4.1M
Earned Wealth Advisors, LLC 0.91% Add +5.2% 21,292 $4.1M
Madden Advisory Services, Inc. 1.92% Reduce -0.1% 21,255 $4.1M
Spirepoint Private Client, LLC 0.54% No change 21,241 $4.1M
Channel Wealth LLC 1.28% Add +0.3% 21,231 $4.1M
Financial Engines Advisors L.L.C. 0.01% Reduce -5.1% 21,226 $4.1M
Northwest Financial Advisors 3.40% Add +0.2% 21,131 $4.1M
Columbia Asset Management 0.83% Add +0.3% 21,031 $4.1M
Cornerstone Advisors Asset Management, LLC 0.83% Add +0.0% 20,923 $4.1M
Consolidated Portfolio Review Corp 0.65% Add +1.6% 20,892 $4.1M
Commerce Bank 0.03% Reduce -4.2% 20,790 $4.0M
CORDA Investment Management, LLC. 0.32% Add +6.3% 20,685 $4.0M
Client 1ST Advisory Group, LLC 1.55% Reduce -0.0% 20,503 $4.0M
Evanson Asset Management, LLC 0.28% Add +0.2% 20,464 $4.0M
Trilogy Capital Inc. 0.21% Reduce -0.5% 20,432 $4.0M
Garrett Wealth Advisory Group, LLC 0.88% Add +2.5% 20,349 $3.9M
Brighton Jones LLC 0.13% Reduce -41.5% 20,225 $3.9M
D'Orazio & Associates, Inc. 0.59% Reduce -14.9% 20,071 $3.9M
Kovack Advisors, Inc. 0.41% Add +3.3% 20,049 $3.9M
Von Berge Wealth Management Group, LLC 2.50% Add +13.7% 20,588 $3.9M
Calydon Capital 0.72% Add +0.3% 19,945 $3.9M
Zhang Financial LLC 0.20% Add +0.4% 19,943 $3.9M
Avant Capital LLC 3.22% Add +0.6% 19,940 $3.9M
Cibc World Markets Corp. 0.03% Add +10.3% 19,826 $3.8M
LaSalle St. Investment Advisors, LLC 0.90% Add +58.9% 19,789 $3.8M
Farmers & Merchants Investments Inc. 0.12% Reduce -0.3% 19,688 $3.8M
Keystone Wealth Services, LLC 1.03% Reduce -0.7% 19,647 $3.8M
Heritage Trust Co 0.46% Reduce -1.5% 19,617 $3.8M
Venturi Wealth Management, LLC 0.20% Add +0.0% 19,596 $3.8M
Tower View Wealth Management LLC 2.21% Add +0.3% 19,531 $3.8M
Kiley Juergens Wealth Management, LLC 1.01% Reduce -0.0% 19,508 $3.8M
Moloney Securities Asset Management, LLC 0.51% Add +26.0% 19,377 $3.8M
Bank of Hawaii 0.22% Reduce -5.9% 19,346 $3.8M
JMG Financial Group, Ltd. 0.13% Reduce -0.2% 19,345 $3.8M
Capital Planning LLC 1.05% Add +3.2% 19,333 $3.8M
Bell Investment Advisors, Inc 0.69% Add +2.5% 19,309 $3.7M
Kaydan Wealth Management, Inc. 1.20% Add +0.8% 19,293 $3.7M
Forza Wealth Management, LLC 1.68% Add +0.3% 19,256 $3.7M
CPA Asset Management Group, LLC 1.64% Add +3.2% 19,229 $3.7M
Schechter Investment Advisors, LLC 0.31% Reduce -25.7% 19,221 $3.7M
Archer Investment Corp 0.96% Reduce -1.0% 19,173 $3.7M
Conservest Capital Advisors, Inc. 0.39% Reduce -1.2% 19,113 $3.7M
Pursue Wealth Partners LLC 2.25% Add +5.7% 19,085 $3.7M
Mainsail Asset Management, LLC 2.53% Reduce -1.1% 19,025 $3.7M
Riverpoint Wealth Management Holdings, LLC 0.95% Add +0.4% 19,009 $3.7M
Pathway Financial Advisers, LLC 1.26% Reduce -0.9% 18,977 $3.7M
Stablepoint Partners, LLC 0.66% Reduce -0.5% 18,917 $3.7M
St Germain D J Co. Inc. 0.17% Reduce -3.4% 18,859 $3.7M
CoreFirst Bank & Trust 2.35% Add +0.2% 18,836 $3.7M
Pallas Capital Advisors LLC 0.15% Add +3.7% 18,789 $3.6M
FLC Capital Advisors 0.82% No change 18,783 $3.6M
Mill Creek Capital Advisors, LLC 0.09% Add +3.1% 18,687 $3.6M
Fort Washington Investment Advisors Inc. 0.02% Reduce -2.2% 18,656 $3.6M
KCM Investment Advisors LLC 0.13% Add +0.3% 18,597 $3.6M
Novak & Powell Financial Services, Inc. 2.24% Reduce -1.2% 18,592 $3.6M
Archford Capital Strategies, LLC 0.53% Reduce -69.1% 18,577 $3.6M
GSG Advisors LLC 1.18% Reduce -0.4% 19,307 $3.6M
Dentgroup LLC 2.69% Reduce -0.3% 18,526 $3.6M
Baron Wealth Management LLC 1.58% Add +0.2% 18,505 $3.6M
Safeguard Investment Advisory Group, LLC 0.98% Reduce -1.1% 18,501 $3.6M
Embree Financial Group 0.60% Add +0.1% 18,354 $3.6M
Charter Oak Capital Management, LLC 0.33% Reduce -0.5% 18,342 $3.6M
Ehrlich Financial Group 2.53% Reduce -1.5% 17,922 $3.5M
Wedmont Private Capital 0.18% Add +4.7% 18,796 $3.5M
UMB Bank, n.a. 0.06% Reduce -2.0% 17,816 $3.5M
FMA Wealth Management, LLC 2.65% Reduce -0.4% 16,957 $3.4M
Benedict Financial Advisors Inc. 0.80% Reduce -3.0% 17,754 $3.4M
Whipplewood Advisors, LLC 2.04% Reduce -81.1% 3,352 $3.4M
Transamerica Financial Advisors, LLC 0.35% Add +4.8% 17,716 $3.4M
Schmidt P J Investment Management Inc. 0.63% Reduce -2.2% 17,714 $3.4M
Centaurus Financial, Inc. 0.21% Add +5.3% 17,690 $3.4M
Childress Capital Advisors, LLC 0.99% Add +51.3% 17,682 $3.4M
Sunpointe, LLC 1.83% Add +25.1% 17,664 $3.4M
Patriot Financial Group Insurance Agency, LLC 0.46% Reduce -3.7% 18,306 $3.4M
Albion Financial Group 0.24% Add +186.6% 17,627 $3.4M
Kelleher Financial Advisors 1.36% Reduce -0.1% 17,625 $3.4M
Barrett & Company, Inc. 1.47% Add +15.1% 17,624 $3.4M
SeaCrest Wealth Management, LLC 0.39% Add +3.9% 17,617 $3.4M
Buttonwood Financial Advisors Inc. 1.50% Reduce -3.3% 17,604 $3.4M
RPG Investment Advisory, LLC 0.24% Add +95.5% 17,569 $3.4M
Sincerus Advisory, LLC 3.58% Reduce -4.8% 17,477 $3.4M
Choreo, LLC 0.05% Reduce -6.2% 17,459 $3.4M
American Institute for Advanced Investment Management, LLP 2.58% Reduce -1.0% 17,405 $3.4M
Kaizen Financial Strategies 1.95% Reduce -48.2% 17,318 $3.4M
Post Resch Tallon Group Inc. 3.44% Add +2.1% 17,410 $3.3M
Financial Counselors Inc. 0.05% Reduce -0.8% 17,209 $3.3M
Hickory Asset Management, Inc. 2.96% Reduce -6.0% 17,163 $3.3M
Harbor Investment Advisory, LLC 0.32% Add +2.0% 17,154 $3.3M
Winthrop Advisory Group LLC 0.40% Reduce -17.1% 17,128 $3.3M
Atticus Wealth Management, LLC 1.08% Add +1.1% 17,103 $3.3M
Dupree Financial Group, LLC 1.42% Reduce -1.0% 16,996 $3.3M
Gratus Wealth Advisors, LLC 0.54% Reduce -0.5% 16,989 $3.3M
Apexium Financial, LP 0.20% Add +62.1% 16,956 $3.3M
Financial Guidance Group, Inc. 1.77% Reduce -0.2% 16,902 $3.3M
L. Roy Papp & Associates, LLP 0.40% Add +6.0% 16,887 $3.3M
Fonville Wealth Management LLC 0.96% Reduce -11.6% 16,883 $3.3M
Cambridge Capital Management, LLC 2.07% Reduce -1.8% 16,860 $3.3M
Pinnacle Wealth Management Advisory Group, LLC 0.30% Reduce -1.1% 16,790 $3.3M
Formidable Asset Management, LLC 0.54% Add +4.4% 16,747 $3.2M
Johnson Financial Group, Inc. 0.16% Reduce -47.3% 16,736 $3.2M
Simon Quick Advisors, LLC 0.18% Reduce -1.3% 16,689 $3.2M
BridgePort Financial Solutions, LLC 1.45% No change 16,618 $3.2M
ICONIQ Capital, LLC 0.06% No change 16,600 $3.2M
Financial Management Network Inc. 0.72% Add +0.5% 18,330 $3.2M
Plan Group Financial, LLC 1.15% Add +54.4% 16,579 $3.2M
U.S. Capital Wealth Advisors, LLC 0.10% Add +1.6% 16,562 $3.2M
BlackRock, Inc. 0.00% Add +13.9% 16,466 $3.2M
Farrell Financial LLC 2.33% Add +0.3% 16,464 $3.2M
Centurion Wealth Management LLC 0.99% No change 16,241 $3.2M
Graypoint LLC 0.20% No change 16,390 $3.2M
Pinnacle Bancorp, Inc. 1.03% Reduce -3.1% 16,356 $3.2M
Base Wealth Management LLC 2.42% — 16,347 $3.2M
St. Clair Advisors, LLC 0.89% Reduce -7.0% 16,323 $3.2M
Blue Chip Partners, LLC 0.27% Reduce -0.7% 16,316 $3.2M
Sugar Maple Asset Management, LLC 2.47% Reduce -1.0% 16,196 $3.1M
Aspetuck Financial Management LLC 2.69% Reduce -0.5% 16,141 $3.1M
Pension & Wealth Management Advisors, Inc. 1.16% Reduce -0.8% 16,106 $3.1M
TBH Global Asset Management, LLC 0.60% Add +0.6% 16,086 $3.1M
Sterling Wealth Advisors Inc 2.39% Reduce -2.2% 16,013 $3.1M
Equitable Trust Co. 0.17% Add +7.7% 15,960 $3.1M
Cannon Wealth Management Services, LLC 2.76% Add +15.2% 16,108 $3.1M
Wilson & Boucher Capital Management, LLC 2.30% Add +0.9% 15,919 $3.1M
Axis Wealth Partners, LLC 2.28% Add +6.7% 15,889 $3.1M
Montecito Bank & Trust 0.55% Reduce -11.4% 15,885 $3.1M
Glen Eagle Advisors, LLC 0.51% Add +8.1% 15,827 $3.1M
Friday Financial 1.83% Add +1.0% 15,710 $3.1M
Money Concepts Capital Corp. 0.23% Reduce -3.2% 15,716 $3.0M
LGL Partners, LLC 1.47% Reduce -24.0% 15,709 $3.0M
Conquis Financial LLC 3.16% Add +0.5% 15,693 $3.0M
Ashton Thomas Private Wealth, LLC 0.12% Add +36.3% 15,685 $3.0M
Compound Planning, Inc. 0.14% Add +10.4% 15,518 $3.0M
Argent Trust Co 0.12% Add +0.9% 15,488 $3.0M
Axxcess Wealth Management, LLC 0.08% Add +3.0% 15,391 $3.0M
Tranquility Partners, LLC 1.14% Add +1.8% 15,270 $3.0M
Kwmg, LLC 0.30% Reduce -64.7% 15,147 $2.9M
Armstrong Advisory Group, Inc. 0.23% No change 14,970 $2.9M
Linscomb Wealth, Inc. 0.15% Add +6.2% 15,100 $2.9M
Geneos Wealth Management Inc. 0.10% Add +8.0% 15,084 $2.9M
Tobias Financial Advisors, Inc. 0.56% Reduce -2.1% 14,939 $2.9M
Royal Fund Management, LLC 0.34% Reduce -48.4% 14,833 $2.9M
Sax Wealth Advisors, LLC 0.21% Add +1.6% 14,869 $2.9M
Stonegate Investment Group, LLC 0.08% Add +0.1% 14,843 $2.9M
Eq Wealth Advisors, LLC 2.29% Add +7.3% 14,834 $2.9M
Jacobi Capital Management LLC 0.21% Add +15.6% 14,821 $2.9M
Nicholson Meyer Capital Management, Inc. 2.64% — 14,806 $2.9M
Tudor Investment Corporation 0.03% New 14,685 $2.8M
RFG Advisory, LLC 0.08% Reduce -12.3% 14,657 $2.8M
Mayflower Financial Advisors, LLC 0.43% Add +0.3% 14,634 $2.8M
Johnson Bixby & Associates, LLC 0.42% Reduce -12.4% 14,624 $2.8M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% No change 15,260 $2.8M
Wilkins Miller Wealth Management, LLC 2.13% Add +1114.8% 14,578 $2.8M
Dorsey & Whitney Trust CO LLC 0.16% Reduce -8.8% 14,503 $2.8M
SC&H Financial Advisors, Inc. 0.55% Add +0.1% 14,470 $2.8M
Strategic Investment Solutions, Inc. 0.81% Add +70.8% 14,432 $2.8M
Gouws Capital LLC 1.83% Reduce -7.2% 14,434 $2.8M
Wilmington Savings Fund Society, FSB 0.05% Reduce -9.6% 14,384 $2.8M
Advisors Capital Management, LLC 0.04% Add +8.3% 14,352 $2.8M
Landmark Wealth Management, LLC 1.22% Reduce -2.0% 14,290 $2.8M
Uptick Partners, LLC 0.94% Reduce -0.4% 14,261 $2.8M
Wealthspire Retirement, LLC 0.22% Reduce -0.1% 14,251 $2.8M
Wedbush Securities Inc. 0.10% Reduce -0.2% 14,192 $2.8M
Empower Advisory Group, LLC 0.01% Reduce -16.2% 14,142 $2.7M
Optima Capital LLC 1.73% Add +9.4% 14,019 $2.7M
First Command Advisory Services, Inc. 0.03% Reduce -28.7% 14,019 $2.7M
Clear Harbor Asset Management, LLC 0.22% Add +5.1% 14,002 $2.7M
W1M Asset Management Ltd 0.23% New 13,963 $2.7M
Opus Capital Group, LLC 0.35% No change 13,954 $2.7M
Innova Wealth Partners 1.68% Add +8.9% 13,951 $2.7M
Beacon Bridge Wealth Partners, LLC 1.15% Reduce -0.7% 13,950 $2.7M
Petix & Botte Co 0.71% Add +0.0% 13,901 $2.7M
Accel Wealth Management 0.96% Reduce -0.8% 13,748 $2.7M
Citizens National Bank Trust Department 0.57% Reduce -1.2% 13,735 $2.7M
Burling Wealth Partners, LLC 0.56% Reduce -2.3% 13,711 $2.7M
Exencial Wealth Advisors, LLC 0.10% Add +12.0% 13,631 $2.6M
Affiance Financial, LLC 0.62% No change 13,615 $2.6M
Hohimer Wealth Management, LLC 0.51% Reduce -2.0% 13,439 $2.6M
Sapient Capital LLC 0.05% Add +13.1% 13,389 $2.6M
Tocqueville Asset Management L.P. 0.04% Add +0.0% 13,343 $2.6M
Next Capital Management LLC 1.24% Reduce -12.8% 13,342 $2.6M
LeClair Wealth Partners LLC 1.86% Reduce -0.6% 13,323 $2.6M
Pekin Hardy Strauss, Inc. 0.31% Add +3.9% 13,240 $2.6M
Arlington Financial Advisors, LLC 0.45% New 13,193 $2.6M
Atlas Capital Advisors Inc. 0.32% Add +0.8% 13,176 $2.6M
Patton Albertson Miller Group, LLC 0.38% Reduce -7.3% 13,171 $2.6M
Roundview Capital LLC 0.18% Add +6.9% 13,170 $2.6M
Proficio Capital Partners LLC 0.20% Add +1.1% 13,152 $2.6M
Caldwell Sutter Capital, Inc. 1.21% Add +1.1% 13,115 $2.5M
Breed's Hill Capital LLC 1.37% Add +18.0% 13,112 $2.5M
Ritholtz Wealth Management 0.08% Reduce -0.2% 13,088 $2.5M
Arkadios Wealth Advisors 0.10% Add +58.7% 13,080 $2.5M
Sonata Capital Group Inc. 1.10% Reduce -1.2% 13,043 $2.5M
Crescent Grove Advisors, LLC 0.26% Add +1.6% 13,000 $2.5M
Arax Advisory Partners 0.16% Reduce -3.0% 12,999 $2.5M
Tarbox Family Office, Inc. 0.42% Reduce -0.0% 12,923 $2.5M
Thoroughbred Financial Services, LLC 0.16% Add +0.0% 12,898 $2.5M
Orion Porfolio Solutions, LLC 0.02% Reduce -21.5% 12,878 $2.5M
Orion Portfolio Solutions, LLC 0.02% Reduce -21.5% 12,878 $2.5M
Advisory Research Inc. 0.44% Reduce -8.0% 12,868 $2.5M
SRH Advisors, LLC 0.77% Reduce -4.7% 12,863 $2.5M
Fortis Group Advisors, LLC 0.48% Add +12.1% 12,805 $2.5M
Pittenger & Anderson Inc. 0.09% Add +21.6% 12,790 $2.5M
Anchor Investment Management, LLC 0.23% Add +0.0% 12,760 $2.5M
Wellspring Financial Advisors, LLC 0.28% Reduce -1.4% 12,741 $2.5M
Aviance Capital Partners, LLC 0.35% Add +0.1% 12,706 $2.5M
CGN Advisors LLC 0.24% Reduce -6.9% 12,681 $2.5M
Hazlett, Burt & Watson, Inc. 1.10% Add +2.0% 12,663 $2.5M
Centricity Wealth Management, LLC 2.23% Add +1.0% 12,650 $2.5M
Thrivent Financial for Lutherans 0.01% Reduce -43.6% 12,095 $2.5M
Beese Fulmer Investment Management, Inc. 0.21% Add +2.4% 12,614 $2.4M
Sunburst Financial Group, LLC 0.60% Reduce -0.3% 12,611 $2.4M
Leeward Financial Partners, LLC 0.91% Reduce -19.1% 12,570 $2.4M
Novus Advisors, LLC 2.45% Add +0.4% 12,547 $2.4M
Hicks Capital Management LLC 3.22% — 12,526 $2.4M
Hall Capital Management Co. Inc. 1.12% Reduce -5.3% 12,473 $2.4M
L.M. Kohn & Company 0.63% Add +10.1% 12,443 $2.4M
Caldwell Trust Co 0.26% Reduce -1.0% 12,417 $2.4M
International Assets Investment Management, LLC 0.21% Reduce -4.3% 12,396 $2.4M
Evercore Wealth Management, LLC 0.04% No change 12,387 $2.4M
Oliver Luxxe Assets LLC 0.45% Add +3.7% 12,374 $2.4M
Tandem Capital Management Corp. 1.34% Reduce -2.5% 12,365 $2.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% Add +19.8% 12,352 $2.4M
Federation des caisses Desjardins du Quebec 0.01% Reduce -40.0% 12,341 $2.4M
Van Hulzen Asset Management, LLC 0.22% Reduce -18.5% 12,304 $2.4M
Sandy Spring Bank 0.10% Reduce -10.0% 12,241 $2.4M
Cornell Pochily Investment Advisors, Inc. 0.83% Reduce -0.6% 12,238 $2.4M
Lion Street Advisors, LLC 0.75% Reduce -2.3% 12,152 $2.4M
Joseph P. Lucia & Associates, LLC 1.08% Reduce -1.3% 12,147 $2.4M
Capital Investment Advisory Services, LLC 0.21% Add +9.2% 12,139 $2.4M
Private Trust Co. NA 0.24% Add +6.8% 12,027 $2.3M
DMKC Advisory Services, LLC 2.10% Reduce -6.0% 12,012 $2.3M
Wetzel Investment Advisors, Inc. 1.16% Reduce -2.0% 11,806 $2.3M
Bath Savings Trust Co 0.24% Add +4.7% 11,776 $2.3M
Great Lakes Advisors, LLC 0.02% Reduce -2.9% 11,754 $2.3M
West Bancorporation Inc. 1.55% Add +4.3% 11,749 $2.3M
Flow Traders U.S. LLC 0.10% New 11,721 $2.3M
Capstone Wealth Management Group LLC 1.81% No change 11,694 $2.3M
Roberts Glore & Co. Inc. 0.69% Reduce -1.9% 11,638 $2.3M
Bleakley Financial Group, LLC 0.07% Add +8.0% 11,575 $2.2M
Weinberger Asset Management, Inc 0.96% Add +2.6% 11,540 $2.2M
Becker Capital Management Inc. 0.07% No change 11,520 $2.2M
Stock Yards Bank & Trust Co. 0.08% Reduce -0.5% 11,512 $2.2M
First National Trust Co 0.09% Reduce -1.7% 11,508 $2.2M
Duncan Williams Asset Management, LLC 0.80% Reduce -6.8% 11,480 $2.2M
Reynders McVeigh Capital Management, LLC 0.12% Reduce -0.7% 11,475 $2.2M
Southeast Asset Advisors, LLC 0.27% Reduce -0.7% 11,456 $2.2M
Krilogy Financial LLC 0.14% Add +6.1% 11,443 $2.2M
Eldridge Investment Advisors, Inc. 0.51% Add +2.3% 11,439 $2.2M
Walkner Condon Financial Advisors LLC 0.45% Add +1.1% 11,435 $2.2M
Latitude Advisors, LLC 1.29% Reduce -3.9% 11,421 $2.2M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.91% Add +0.1% 12,083 $2.2M
Galvin, Gaustad & Stein, LLC 0.20% Add +1.3% 11,353 $2.2M
Perennial Investment Advisors, LLC 0.25% Reduce -5.6% 11,314 $2.2M
Verity & Verity, LLC 0.19% Add +7.8% 11,279 $2.2M
Spinnaker Investment Group, LLC 0.49% Add +3.8% 11,256 $2.2M
Belpointe Asset Management LLC 0.11% Reduce -13.5% 11,252 $2.2M
Colonial Trust Co / SC 0.34% Add +1.1% 11,247 $2.2M
PGIM Custom Harvest LLC 0.05% Reduce -9.8% 11,223 $2.2M
United Services Automobile Association 0.07% Reduce -8.1% 11,222 $2.2M
Smith Salley Wealth Management 0.14% Reduce -6.1% 11,122 $2.2M
First PREMIER Bank 0.55% Reduce -1.7% 11,104 $2.2M
FC Advisory LLC 0.72% Add +1.8% 11,042 $2.1M
Williams Jones Wealth Management, LLC. 0.03% Reduce -0.9% 11,038 $2.1M
Miramar Capital, LLC 0.51% Add +6.1% 11,029 $2.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.07% Add +2.1% 10,988 $2.1M
SteelPeak Wealth, LLC 0.09% Reduce -4.8% 10,916 $2.1M
Round Rock Advisors LLC 0.39% Add +8.7% 10,895 $2.1M
FineMark National Bank & Trust 0.08% Add +4.0% 10,886 $2.1M
Insight Advisors, LLC/ PA 0.37% Reduce -12.7% 10,849 $2.1M
Regions Financial Corp. 0.02% Reduce -3.9% 10,850 $2.1M
Pps&v Asset Management Consultants, Inc. 1.52% Reduce -9.1% 10,789 $2.1M
Nicolet Advisory Services, LLC 0.21% Reduce -0.1% 11,506 $2.1M
Beacon Bank & Trust 0.51% New 10,758 $2.1M
Wealthcare Capital Partners, LLC 1.07% Add +3.6% 10,750 $2.1M
LexAurum Advisors, LLC 0.40% Reduce -5.5% 10,750 $2.1M
Blue Edge Capital, LLC 0.33% Reduce -51.4% 10,718 $2.1M
Matthew Goff Investment Advisor, LLC 0.38% Reduce -0.1% 10,686 $2.1M
Durante & Waters, LLC 1.74% Add +0.1% 10,681 $2.1M
Collective Family Office LLC 0.56% Add +0.9% 10,672 $2.1M
Gerber Kawasaki Wealth & Investment Management 0.09% Add +3.0% 10,651 $2.1M
Nwam LLC 0.18% Reduce -71.1% 10,620 $2.1M
Relyea Zuckerberg Hanson LLC 0.28% Add +0.0% 10,541 $2.0M
Finward Bancorp 1.77% Add +1.1% 10,540 $2.0M
Fidelis Capital Partners, LLC 0.22% No change 10,769 $2.0M
Tudor Financial Inc. 1.22% Reduce -0.1% 10,444 $2.0M
Cambridge Financial Group, LLC 0.85% Add +1.3% 10,433 $2.0M
Meridian Financial Advisors, LLC 1.41% Add +0.3% 10,350 $2.0M
waypoint wealth counsel 1.26% Add +2.3% 10,345 $2.0M
Saxon Interests, Inc. 0.94% Add +0.3% 10,324 $2.0M
Almitas Capital LLC 0.67% Add +97.8% 10,314 $2.0M
Sagace Wealth Management LLC 1.51% Reduce -2.7% 10,281 $2.0M
Power Wealth Management LLC 0.81% Reduce -28.9% 10,275 $2.0M
Pitti Group Wealth Management, LLC 2.04% Add +2.7% 10,250 $2.0M
Defined Wealth Management, LLC 1.33% Reduce -0.1% 10,231 $2.0M
Acima Private Wealth, LLC 0.71% No change 10,225 $2.0M
CJM Wealth Advisers, Ltd. 0.70% No change 10,222 $2.0M
Members Wealth LLC 1.49% Add +7.5% 10,184 $2.0M
LRI Investments, LLC 0.19% Add +4.3% 10,135 $2.0M
Robinson Smith Wealth Advisors LLC 1.64% Add +1.5% 10,129 $2.0M
MKT Advisors LLC 0.92% Reduce -3.4% 11,174 $2.0M
Founders Financial Securities LLC 0.17% Add +66.0% 10,378 $2.0M
Freestone Capital Holdings, LLC 0.07% Add +56.2% 10,076 $2.0M
Joseph Group Capital Management 0.75% Reduce -5.8% 10,060 $2.0M
Comprehensive Financial Consultants Institutional, Inc. 0.69% Add +0.5% 9,970 $1.9M
Cassaday & Co Wealth Management LLC 0.05% Add +6.1% 9,940 $1.9M
KDT Advisors, LLC 2.84% Add +14.3% 9,940 $1.9M
Emerald Advisors, LLC 0.26% Add +10.0% 9,922 $1.9M
Ethos Financial Group, LLC 0.18% Add +0.3% 9,804 $1.9M
Planning Center, Inc. 0.23% Add +0.3% 9,864 $1.9M
TrueWealth Advisors, LLC 0.63% Add +0.0% 9,833 $1.9M
Gateway Wealth Partners, LLC 0.43% Reduce -5.1% 9,819 $1.9M
IMS Capital Management 0.96% Add +0.3% 9,813 $1.9M
TFG Advisers LLC 0.68% Add +0.1% 9,715 $1.9M
BluePointe Capital Management, LLC 0.72% Add +20.2% 9,713 $1.9M
Valley Forge Investment Consultants Inc. Adv 0.66% Reduce -6.3% 9,589 $1.9M
MSH Capital Advisors LLC 0.57% Add +8.4% 9,552 $1.9M
Lanark Financial, Inc. 0.16% — 9,542 $1.9M
WNY Asset Management, LLC 0.22% Add +30.5% 9,478 $1.8M
Ascent Group, LLC 0.08% Add +309.3% 9,475 $1.8M
Novare Capital Management LLC 0.16% Reduce -2.9% 9,459 $1.8M
Capital Advisors Inc. 0.04% Add +7.7% 9,456 $1.8M
Vantage Financial Partners, LLC 0.46% Reduce -22.8% 9,456 $1.8M
Founders Financial Alliance, LLC 0.44% Add +14.4% 9,429 $1.8M
Bokf, NA 0.03% Reduce -1.4% 9,369 $1.8M
Cape Cod Five Cents Savings Bank 0.16% No change 9,080 $1.8M
Citadel Advisors 0.00% Reduce -61.7% 9,231 $1.8M
Aries Wealth Management 0.48% Add +1.0% 9,193 $1.8M
Stanich Group LLC 1.31% Reduce -1.4% 9,118 $1.8M
Cornerstone Management, Inc. 0.33% Reduce -7.4% 9,053 $1.8M
Realta Investment Advisors 0.80% Add +13.5% 9,048 $1.8M
Nova R Wealth, Inc. 0.87% Add +1.0% 9,038 $1.8M
Sand Hill Global Advisors, LLC 0.07% Add +11.6% 9,035 $1.8M
GM Advisory Group, LLC 0.09% Add +0.2% 8,968 $1.7M
TPG Advisors LLC 1.35% Reduce -1.6% 8,844 $1.7M
Sepio Capital, LP 0.14% No change 8,833 $1.7M
Angeles Wealth Management, LLC 0.14% Add +0.0% 8,827 $1.7M
Keudell/Morrison Wealth Management 0.40% Reduce -0.5% 8,805 $1.7M
WBH Advisory Inc. 0.16% Reduce -0.1% 8,783 $1.7M
BOS Asset Management, LLC 0.59% Reduce -5.3% 8,745 $1.7M
Ironwood Investment Counsel, LLC 0.29% Reduce -2.7% 8,737 $1.7M
Talisman Wealth Advisors LLC 1.74% Add +0.2% 8,715 $1.7M
Cypress Wealth Services, LLC 0.34% Reduce -2.8% 8,702 $1.7M
Smartleaf Asset Management LLC 0.16% Add +59.5% 8,782 $1.7M
Moneco Advisors, LLC 0.17% Add +0.6% 8,683 $1.7M
Roger Wittlin Investment Advisory, LLC 0.98% Add +0.1% 8,590 $1.7M
Creative Financial Designs Inc. 0.13% Reduce -0.9% 8,561 $1.7M
AIMZ Investment Advisors, LLC 0.58% Add +7.2% 8,534 $1.7M
Turn8 Private Wealth Inc. 1.29% Reduce -11.7% 8,418 $1.7M
Duncker Streett & Co. Inc. 0.33% Reduce -0.7% 8,488 $1.6M
Kane Investment Management, Inc. 0.79% Add +5.4% 8,486 $1.6M
Baring Financial LLC 1.38% Reduce -9.2% 8,444 $1.6M
M.E. Allison & Co., Inc. 1.62% Add +5.1% 8,428 $1.6M
Tradewinds, LLC. 0.46% Reduce -3.1% 8,401 $1.6M
Cutler Investment Counsel LLC 0.19% Reduce -9.4% 8,324 $1.6M
Capital Management Associates, Inc 0.37% Add +122.0% 8,314 $1.6M
Monterey Private Wealth, Inc. 0.47% Reduce -0.3% 8,301 $1.6M
Hartmann Taylor Wealth Management, LLC 1.44% — 8,269 $1.6M
Jaffetilchin Investment Partners, LLC 0.12% Add +19.9% 8,232 $1.6M
Bienville Capital Management, LLC 0.39% Add +0.1% 8,218 $1.6M
Pettinga Financial Advisors LLC 0.37% Reduce -9.1% 8,207 $1.6M
Wingate Wealth Advisors, Inc. 1.82% Add +4.7% 8,169 $1.6M
Avity Investment Management Inc. 0.13% Add +0.3% 8,127 $1.6M
Capital City Trust Co. 0.43% Add +5.1% 8,118 $1.6M
Motco 0.17% Add +0.9% 8,109 $1.6M
Prospect Financial Group LLC 2.00% Reduce -3.5% 8,078 $1.6M
Vident Advisory, LLC 0.02% Reduce -17.9% 8,044 $1.6M
Martin Worley Group 0.88% Reduce -1.3% 7,973 $1.5M
Chicago Capital, LLC 0.04% Add +9.2% 7,958 $1.5M
Inspirion Wealth Advisors, LLC 0.21% No change 7,929 $1.5M
Sweeney & Michel, LLC 0.67% — 8,848 $1.5M
Arq Wealth Advisors, LLC 0.57% Reduce -2.5% 7,903 $1.5M
Madison Park Capital Advisors, LLC 1.33% Reduce -1.0% 7,843 $1.5M
Atlantic Edge Private Wealth Management, LLC 0.46% Reduce -6.4% 7,828 $1.5M
Red Mountain Financial, LLC 1.83% Add +2.3% 7,754 $1.5M
NovaPoint Capital, LLC 0.46% No change 7,742 $1.5M
Eastern Bank 0.03% Add +3.9% 7,738 $1.5M
Debussy Capital Management LP 0.24% Reduce -6.1% 7,715 $1.5M
GK Wealth Management LLC 1.86% Add +62.7% 7,691 $1.5M
MOKAN Wealth Management Inc. 0.90% Add +12.4% 7,691 $1.5M
C M Bidwell & Associates Ltd. 0.90% Reduce -0.1% 7,677 $1.5M
Nadler Financial Group, Inc. 0.16% Add +9.4% 7,669 $1.5M
Horst & Graben Wealth Management LLC 0.27% Add +0.0% 7,662 $1.5M
ORG Partners LLC 0.38% Add +87.8% 7,633 $1.5M
Sachetta, LLC 0.60% Reduce -1.5% 7,604 $1.5M
Kelman-Lazarov, Inc. 0.27% Add +6.5% 7,602 $1.5M
BNC Wealth Management, LLC 0.53% Reduce -2.0% 7,561 $1.5M
SageView Advisory Group, LLC 0.06% Add +1.3% 7,514 $1.5M
Blue Trust, Inc. 0.02% Reduce -18.0% 7,512 $1.5M
Birchcreek Wealth Management, LLC 0.92% Add +6.7% 7,502 $1.5M
Old North State Wealth Management, LLC 0.81% Add +3.7% 7,490 $1.5M
Thompson Davis & Co., Inc. 1.15% Add +19.2% 7,496 $1.5M
Montis Financial, LLC 0.43% Reduce -0.4% 7,479 $1.5M
Bridgewealth Advisory Group, LLC 1.90% Reduce -22.7% 7,449 $1.4M
Compass Financial Services Inc 0.76% Reduce -1.8% 7,440 $1.4M
Lansing Street Advisors 0.48% Reduce -2.5% 7,424 $1.4M
Integras Partners LLC 1.38% Reduce -1.2% 7,422 $1.4M
DF Dent & Co. Inc. 0.02% Reduce -14.0% 7,399 $1.4M
First American Bank 0.11% No change 7,334 $1.4M
One Charles Private Wealth Services, LLC 0.46% Add +12.7% 7,332 $1.4M
Logan Capital Management Inc. 0.06% Reduce -2.5% 7,327 $1.4M
WealthPlan Investment Management, LLC 0.14% Reduce -62.5% 7,300 $1.4M
Arbor Wealth Advisors LLC 1.26% Add +0.1% 7,282 $1.4M
Larson Financial Group LLC 0.07% Add +1.6% 7,267 $1.4M
Darrow Company, Inc. 0.78% No change 7,255 $1.4M
Mystic Asset Management, Inc. 0.37% Add +6.8% 7,224 $1.4M
Bluespring Wealth Management, LLC 0.14% Add +54.5% 7,224 $1.4M
IRON Financial LLC 0.78% Add +0.0% 7,212 $1.4M
Navis Wealth Advisors, LLC 1.37% Reduce -15.1% 7,207 $1.4M
Godshalk Welsh Capital Management, Inc. 0.91% Add +0.3% 7,191 $1.4M
Lake Street Private Wealth, LLC 0.23% Reduce -1.4% 7,190 $1.4M
Liberty Square Wealth Partners LLC 0.53% Reduce -1.7% 7,146 $1.4M
Wallace Advisory Group, LLC 0.95% Reduce -6.4% 7,030 $1.4M
Rappaport Reiches Capital Management, LLC 0.34% No change 7,076 $1.4M
Wiser Wealth Management, Inc 0.38% Add +83.4% 7,058 $1.4M
Nilsine Partners, LLC 0.15% No change 7,042 $1.4M
CFS Investment Advisory Services, LLC 0.12% Add +41.2% 7,017 $1.4M
Richard C. Young & CO., LTD. 0.15% Add +2.4% 6,999 $1.4M
Note Advisors, LLC 1.12% Add +16.0% 6,995 $1.4M
Manhattan West Asset Management, LLC 0.35% Add +1.5% 6,995 $1.4M
Forum Financial Management, LP 0.02% Add +7.1% 6,966 $1.4M
Capstone Wealth Management Group, LLC 0.77% Add +0.5% 6,961 $1.4M
Wesbanco Bank Inc. 0.05% Add +10.1% 6,956 $1.3M
Austin Private Wealth, LLC 0.12% Reduce -5.1% 6,943 $1.3M
Versant Capital Management, Inc 0.23% No change 6,940 $1.3M
DBK Financial Counsel, LLC 1.35% New 6,939 $1.3M
Silverlake Wealth Management LLC 0.51% Add +1.1% 6,903 $1.3M
Mascagni Wealth Management, Inc. 1.33% No change 6,902 $1.3M
Impact Capital Partners LLC 0.49% Add +17.0% 6,902 $1.3M
Townsend Asset Management Corp. /NC/ 0.52% Reduce -8.7% 6,899 $1.3M
Klingman & Associates, LLC 0.08% Add +4.8% 6,898 $1.3M
Catalina Capital Group, LLC 0.89% Reduce -0.0% 6,871 $1.3M
Carret Asset Management, LLC 0.15% Add +2.2% 6,858 $1.3M
Community Bank, N.A. 0.18% No change 6,858 $1.3M
Simmons Bank 0.10% No change 6,855 $1.3M
Philip James Wealth Mangement, LLC 0.17% Reduce -3.6% 6,850 $1.3M
Fortis Capital Advisors, LLC 0.27% Add +10.1% 6,845 $1.3M
Everett Harris & Co. 0.02% No change 6,840 $1.3M
Black Diamond Financial, LLC 0.20% Reduce -14.3% 6,826 $1.3M
WESCAP Management Group, Inc. 0.32% No change 6,804 $1.3M
Beacon Capital Management, LLC 0.18% Reduce -15.3% 6,795 $1.3M
Gallacher Capital Management LLC 0.64% Add +0.1% 6,781 $1.3M
J Hagan Capital, Inc. 1.07% — 6,714 $1.3M
Monograph Wealth Advisors, LLC 0.18% Add +0.1% 6,774 $1.3M
Essex Bank 0.32% Reduce -0.3% 6,773 $1.3M
Weik Capital Management 0.53% Add +1.6% 6,765 $1.3M
Pure Financial Advisors, LLC 0.03% Add +9.8% 6,738 $1.3M
Bluesphere Advisors LLC 0.75% Reduce -15.7% 6,734 $1.3M
Callan Family Office, LLC 0.10% No change 6,716 $1.3M
Frank, Rimerman Advisors LLC 0.10% Add +0.1% 6,714 $1.3M
Catalyst Financial Partners LLC 0.24% Add +1.1% 6,702 $1.3M
Traphagen Investment Advisors LLC 0.14% Add +1.1% 6,672 $1.3M
Cynosure Group, LLC 0.18% No change 6,643 $1.3M
Virtue Capital Management, LLC 0.15% New 6,613 $1.3M
Aua Capital Management, LLC 0.83% Reduce -1.7% 6,613 $1.3M
Avior Wealth Management, LLC 0.05% Reduce -17.7% 6,597 $1.3M
Prudential PLC 0.01% Reduce -57.0% 6,580 $1.3M
Crux Wealth Advisors 0.66% Add +0.5% 6,539 $1.3M
Viawealth, LLC 0.78% Reduce -15.7% 6,533 $1.3M
Wexford Capital LP 0.33% No change 6,524 $1.3M
Valeo Financial Advisors, LLC 0.04% Add +0.1% 6,523 $1.3M
Biltmore Family Office, LLC 0.22% No change 6,521 $1.3M
Sunbelt Securities, Inc. 0.11% Add +0.0% 6,509 $1.3M
Silver Oak Wealth Advisors Services, LLC 1.13% Reduce -1.6% 6,508 $1.3M
Collaborative Wealth Managment Inc. 0.58% Add +0.7% 6,437 $1.2M
Luminvest Wealth Management LLC 0.51% Reduce -3.8% 6,424 $1.2M
Patten Group, Inc. 0.28% Reduce -3.4% 6,405 $1.2M
Keel Point, LLC 0.10% Reduce -0.7% 6,379 $1.2M
Harmony Asset Management LLC 0.52% Reduce -1.6% 6,354 $1.2M
Mayfair Advisory Group, LLC 0.71% Add +0.9% 6,343 $1.2M
Syverson Strege & Co 0.39% No change 6,336 $1.2M
Fiduciary Family Office, LLC 0.41% New 6,300 $1.2M
Cantor Fitzgerald Investment Advisors L.P. 0.09% No change 6,290 $1.2M
Rockland Trust Co. 0.06% No change 6,284 $1.2M
RVW Wealth, LLC 0.11% Add +1.0% 6,272 $1.2M
Fisher Asset Management 0.00% Add +67.1% 6,263 $1.2M
Summit Wealth Partners, LLC 0.25% Reduce -0.6% 6,252 $1.2M
Busey Bank 0.04% Reduce -5.5% 6,250 $1.2M
Savvy Advisors, Inc. 0.12% Add +42.7% 6,232 $1.2M
Dempze Nancy E 0.73% No change 6,231 $1.2M
MFA Wealth Services 0.99% Add +1.1% 6,220 $1.2M
Ridgewood Investments LLC 0.56% Add +19.4% 6,200 $1.2M
Mad River Investors 0.51% Reduce -31.6% 6,200 $1.2M
Ashton Thomas Securities, LLC 0.33% Add +0.0% 6,188 $1.2M
Wolff Financial Management LLC 0.33% Reduce -0.5% 6,183 $1.2M
QRG Capital Management, Inc. 0.01% Add +7.2% 6,175 $1.2M
Highview Capital Management LLC 0.50% Reduce -2.4% 6,135 $1.2M
Piedmont Capital Management, LLC 0.85% Reduce -0.3% 6,832 $1.2M
Ledgewood Wealth Advisors, LLC 0.77% No change 6,115 $1.2M
RDA Financial Network 0.35% Reduce -0.0% 6,115 $1.2M
First Citizens Bank & Trust Co. 0.03% No change 6,111 $1.2M
Objective Capital Management, LLC 1.51% Reduce -20.2% 6,094 $1.2M
Horizon Wealth Management, LLC 0.20% Add +0.0% 6,094 $1.2M
Cooper/Haims Advisors, LLC 0.64% Reduce -2.4% 6,086 $1.2M
Keeler & Nadler Financial Planning & Wealth Management 0.53% Add +0.4% 6,115 $1.2M
Tenret Co LLC 0.71% No change 6,040 $1.2M
Continuum Advisory, LLC 0.15% Reduce -12.7% 6,005 $1.2M
Bristlecone Advisors, LLC 0.10% Add +0.2% 5,992 $1.2M
Flagship Wealth Advisors, LLC 0.49% Reduce -2.3% 5,986 $1.2M
BTG Pactual Asset Management US LLC 0.15% No change 5,985 $1.2M
Great Diamond Partners, LLC 0.32% Reduce -1.0% 5,964 $1.2M
Clear Point Advisors Inc. 1.04% Reduce -2.0% 5,951 $1.2M
IFG Advisors, LLC 0.22% Add +0.3% 5,937 $1.2M
Essex LLC 0.25% Add +0.5% 5,924 $1.1M
Well Done, LLC 0.21% Add +0.1% 5,838 $1.1M
Key Client Fiduciary Advisors, LLC 0.53% Add +3.9% 5,886 $1.1M
Barnes Wealth Management Group, Inc 0.73% Add +3.1% 5,881 $1.1M
Littlejohn Financial Services, Inc. 0.90% Add +5.5% 5,867 $1.1M
Integrity Financial Corp 0.64% Add +5.3% 5,846 $1.1M
Siligmueller & Norvid Wealth Advisors LLC 0.48% Reduce -0.1% 5,808 $1.1M
Daymark Wealth Partners, LLC 0.05% Reduce -3.0% 5,786 $1.1M
Horan Securities, Inc. 0.42% Add +265.6% 5,759 $1.1M
ERn Financial, LLC 0.18% Reduce -4.7% 5,742 $1.1M
Abacus Wealth Partners, LLC 0.17% Reduce -5.8% 5,728 $1.1M
MPS Loria Financial Planners, LLC 0.33% Reduce -2.4% 5,727 $1.1M
Fiduciary Group, LLC 0.11% Add +16.5% 5,720 $1.1M
Sovereign Financial Group, Inc. 0.25% Add +0.6% 5,697 $1.1M
Evernest Financial Advisors, LLC 0.40% Add +0.3% 5,694 $1.1M
Cadence Bank 0.08% Add +1.8% 5,689 $1.1M
Tsfg, LLC 0.23% Reduce -0.6% 5,680 $1.1M
Evergreen Advisors, LLC 0.31% Add +0.5% 5,674 $1.1M
XML Financial, LLC 0.10% Add +1.1% 5,663 $1.1M
Trifecta Capital Advisors, LLC 0.23% Add +0.1% 5,629 $1.1M
Palisade Asset Management, LLC 0.11% Add +0.8% 5,626 $1.1M
Cable Hill Partners, LLC 0.11% Reduce -1.1% 5,710 $1.1M
Lowe Brockenbrough & Co. Inc. 0.07% Add +2.7% 5,622 $1.1M
Elmwood Wealth Management, Inc. 0.45% No change 5,613 $1.1M
Carson Advisory Inc. 0.73% Add +25.2% 5,600 $1.1M
Webster Bank, N. A. 0.12% No change 5,538 $1.1M
Gradient Capital Advisors, LLC 0.35% Reduce -1.6% 5,532 $1.1M
First Bancorp, Inc 0.70% Reduce -2.8% 5,523 $1.1M
TAGStone Capital, Inc. 0.53% Add +8.7% 5,514 $1.1M
Front Row Advisors LLC 0.41% Add +2.4% 5,511 $1.1M
Capital Group Private Client Services, Inc. 0.01% Add +81.1% 5,505 $1.1M
Baldwin Wealth Partners LLC 0.07% No change 5,500 $1.1M
Lincoln Capital Corp. 0.44% Add +1.9% 5,495 $1.1M
Northwest Bancshares, Inc. 0.20% No change 5,493 $1.1M
Safeguard Financial, LLC 0.23% Reduce -1.6% 5,490 $1.1M
Christensen, King & Associates Investment Services, Inc. 0.50% Add +2.4% 5,427 $1.1M
Strategic Financial Services, Inc. 0.06% Reduce -12.6% 5,467 $1.1M
Coppell Advisory Solutions LLC 0.15% Add +1.8% 5,526 $1.1M
Sage Capital Advisors,llc 0.28% Add +0.0% 5,413 $1.1M
Fortitude Advisory Group L.L.C. 0.75% Reduce -8.5% 5,728 $1.0M
Thrive Capital Management, LLC 0.63% New 5,405 $1.0M
Accredited Investors Inc. 0.07% Add +5.3% 5,402 $1.0M
Parr McKnight Wealth Management Group, LLC 0.15% Reduce -11.1% 5,398 $1.0M
AAFMAA Wealth Management & Trust LLC 0.47% Reduce -89.3% 5,363 $1.0M
Institute for Wealth Management, LLC. 0.13% Reduce -2.3% 5,356 $1.0M
Leonard Rickey Investment Advisors P.L.L.C. 0.22% Add +0.4% 5,563 $1.0M
Blossom Wealth Management 2.09% Reduce -2.3% 5,345 $1.0M
Financial Partners Group, Inc 0.16% Add +0.4% 5,328 $1.0M
Baxter Bros Inc. 0.14% Add +39.8% 5,325 $1.0M
Optas, LLC 0.18% Add +100.0% 5,324 $1.0M
Claris Financial LLC 0.68% No change 5,268 $1.0M
Sonora Investment Management Group, LLC 0.08% Add +53.2% 5,312 $1.0M
Sutton Place Investors LLC 0.69% No change 5,311 $1.0M
Moody LYNN Lieberson & Walker, LLC 0.07% No change 5,307 $1.0M
Wells Financial Advisors INC 1.42% Add +6.0% 5,300 $1.0M
Medallion Wealth Advisors, LLC 0.47% Add +19.4% 5,307 $1.0M
Millennium Management 0.00% New 5,298 $1.0M
BlueChip Wealth Advisors LLC 0.50% Reduce -2.7% 5,297 $1.0M
O'ROURKE & COMPANY, Inc 0.51% Add +0.6% 5,282 $1.0M
First Commonwealth Financial Corp 0.24% Reduce -35.0% 5,276 $1.0M
Secure Asset Management, LLC 0.21% Reduce -72.1% 5,269 $1.0M
Invst, LLC 0.14% Reduce -4.1% 5,263 $1.0M
Roxbury Financial LLC 1.00% Add +0.6% 5,022 $1.0M
Union Savings Bank 0.50% Reduce -7.5% 5,228 $1.0M
Core Wealth Advisors, Inc. 0.32% Add +20.7% 5,210 $1.0M
Revolve Wealth Partners, LLC 0.15% Add +2.7% 5,203 $1.0M
Mosaic Family Wealth Partners, LLC 0.14% No change 5,178 $1.0M
WealthCare Investment Partners, LLC 0.43% Add +0.4% 5,572 $1.0M
Eagle Strategies LLC 0.17% Add +16.3% 5,168 $1.0M
J. W. Coons Advisors, LLC 0.26% Reduce -2.3% 5,148 $999K
Northwest Wealth Management, LLC 0.20% Reduce -6.9% 5,125 $994K
Silver Lake Advisory, LLC 0.43% Add +11.2% 5,116 $992K
Michael A. Dubis Financial Planning, LLC 0.96% Add +0.0% 5,105 $990K
Towerpoint Wealth, LLC 0.49% Add +7.5% 5,102 $990K
Jag Capital Management, LLC 0.13% No change 5,075 $984K
Elser Financial Planning, Inc 1.36% Reduce -4.4% 5,069 $983K
Partners Capital Investment Group, LLP 0.02% New 5,052 $980K
Maple Capital Management, Inc. 0.08% Add +1.2% 5,022 $974K
Brown Miller Wealth Management, LLC 0.34% Reduce -14.0% 5,008 $971K
Indiana Trust & Investment Management Co 0.35% No change 4,995 $969K
Ignite Planners, LLC 0.19% Add +3.4% 5,075 $965K
Marble Harbor Investment Counsel, LLC 0.11% Reduce -0.9% 4,971 $964K
Herold Advisors, Inc. 0.21% Reduce -19.8% 4,969 $964K
Raub Brock Capital Management LP 0.22% Reduce -56.3% 4,966 $963K
Broyhill Asset Management, LLC 0.78% No change 4,937 $958K
MA Private Wealth 0.18% No change 4,926 $956K
Independent Wealth Network Inc. 0.38% Reduce -2.4% 4,906 $952K
Millennium Capital Advisors, LLC 0.70% Reduce -16.9% 4,903 $951K
Cranbrook Wealth Management, LLC 0.22% Reduce -16.6% 4,901 $951K
Greenspring Advisors, LLC 0.23% Reduce -17.5% 4,899 $950K
TCI Wealth Advisors, Inc. 0.08% Add +19.9% 4,879 $946K
American State Bank (Iowa) 0.57% No change 4,873 $945K
Blake Schutter Theil Wealth Advisors, LLC 1.07% Reduce -0.0% 4,868 $944K
Portside Wealth Group, LLC 0.15% Reduce -68.6% 4,855 $942K
Simplicity Wealth,LLC 0.07% Add +50.9% 4,842 $939K
Principal Securities, Inc. 0.02% No change 4,795 $939K
SLT Holdings LLC 0.93% Reduce -9.6% 4,828 $937K
Keeley-Teton Advisors, LLC 0.11% No change 4,808 $933K
North Star Asset Management Inc. 0.04% Reduce -41.8% 4,798 $931K
Meketa Investment Group Inc. 1.25% Reduce -35.9% 9,002 $931K
Bridges Investment Management Inc. 0.01% Reduce -2.4% 4,781 $927K
LongView Wealth Management 0.28% Add +2.7% 4,779 $927K
TruWealth Advisors, LLC 0.06% Reduce -0.8% 4,778 $927K
Fiduciary Alliance LLC 0.09% Add +5.0% 4,765 $924K
Canandaigua National Bank & Trust Co. 0.09% Add +144.3% 4,754 $922K
Mason Investment Advisory Services, Inc. 0.06% Add +0.3% 4,743 $920K
Vaughan David Investments LLC 0.02% Add +7.1% 4,733 $918K
Successful Portfolios LLC 0.62% Add +2.3% 4,723 $916K
Sawgrass Asset Management LLC 0.11% Reduce -10.0% 4,715 $915K
Occidental Asset Management, LLC 0.14% Reduce -0.7% 4,712 $914K
Berger Financial Group, Inc 0.06% Add +14.0% 4,709 $914K
Ritter Daniher Financial Advisory LLC / DE 0.25% No change 4,701 $912K
Wealth Dimensions Group, Ltd. 0.22% Reduce -4.5% 4,695 $911K
Grey Ledge Advisors, LLC 0.24% Add +9.2% 4,684 $909K
Rossmore Private Capital 0.11% Add +333.6% 4,679 $908K
KOM Wealth Management Group, LLC 0.79% Add +4.1% 4,676 $907K
Newman Dignan & Sheerar, Inc. 0.25% Reduce -5.8% 4,667 $905K
Morling Financial Advisors, LLC 0.31% Reduce -2.2% 4,666 $905K
Clark Asset Management, LLC 0.15% Add +32.9% 4,665 $905K
Summit Financial Wealth Advisors, LLC 0.18% Add +8.9% 4,664 $905K
Legacy Trust 0.22% Add +46.4% 4,661 $904K
Signal Advisors Wealth, LLC 0.09% Reduce -17.2% 4,634 $899K
Calton & Associates, Inc. 0.20% New 4,624 $897K
Sage Rhino Capital LLC 0.21% No change 4,622 $897K
Highland Capital Management, LLC 0.05% Add +3.4% 4,597 $892K
Integris Wealth Management, LLC 0.25% No change 4,578 $888K
Park National Corp. 0.03% Reduce -3.8% 4,560 $885K
RTD Financial Advisors, Inc. 0.12% No change 4,553 $883K
SOL Capital Management CO 0.10% Add +2.8% 4,535 $880K
Pasadena Private Wealth, LLC 0.17% Add +20.2% 4,536 $880K
Wolfstich Capital, LLC 0.79% No change 4,528 $878K
J2 Capital Management Inc 0.81% Reduce -1.9% 4,527 $878K
Sage Mountain Advisors LLC 0.06% No change 4,527 $878K
Van Den Berg Management I, Inc. 0.27% Reduce -4.9% 4,525 $878K
Trademark Financial Management, LLC 0.67% Add +18.3% 4,521 $877K
Chancellor Financial Group WB LP 0.73% Add +5.4% 4,520 $877K
Legacy Financial Strategies, LLC 0.19% Add +2.6% 4,515 $876K
JRM Investment Counsel, LLC 0.31% Reduce -4.7% 4,513 $876K
Telos Capital Management, Inc. 0.09% Add +6.4% 4,476 $868K
Patten & Patten Inc. 0.06% Add +0.1% 4,468 $867K
Cypress Capital Group 0.11% Add +16.1% 4,466 $866K
BOK Financial Private Wealth, Inc. 0.06% Reduce -35.2% 4,453 $864K
Agate Pass Investment Management, LLC 0.37% No change 4,440 $861K
Callan Capital, LLC 0.06% Reduce -2.9% 4,431 $860K
KMG Fiduciary Partners, LLC 0.07% Add +7.4% 4,425 $858K
Capital Management Corp. 0.15% No change 4,400 $854K
MassMutual Private Wealth & Trust, FSB 0.02% Reduce -6.7% 4,382 $850K
Schrum Private Wealth Management LLC 0.75% Add +18.2% 4,376 $849K
Anson Capital, Inc. 0.73% Reduce -3.3% 4,368 $847K
Kathmere Capital Management, LLC 0.07% Add +71.5% 4,359 $846K
Canal Capital Management, LLC 0.14% Reduce -3.7% 4,343 $842K
Smithbridge Asset Management Inc. 0.16% — 4,338 $842K
Rockingstone Advisors LLC 0.38% Reduce -10.9% 4,336 $841K
Redhawk Wealth Advisors, Inc. 0.11% Add +2.6% 4,330 $840K
BlueStem Wealth Partners, LLC 0.11% Reduce -10.2% 4,327 $839K
Mechanics Bank Trust Department 0.11% Add +17.4% 4,312 $836K
National Wealth Management Group, LLC 0.55% Reduce -23.7% 4,310 $836K
Shepherd Financial Partners LLC 0.10% Add +109.8% 4,307 $835K
Foster Victor Wealth Advisors, LLC 0.07% New 4,491 $830K
John W. Brooker & Co., CPAs 0.34% Add +0.2% 4,272 $829K
McAdam, LLC 0.05% Reduce -14.2% 4,270 $828K
OneAscent Wealth Management LLC 0.36% Reduce -6.2% 4,269 $828K
Prospera Capital Management, LLC 0.53% New 4,266 $827K
Melfa Wealth Management, Inc. 0.56% Add +0.2% 4,248 $824K
Hobart Private Capital, LLC 0.21% Add +4.0% 4,248 $824K
Investment Planning Advisors, Inc. 0.33% Add +11.3% 4,223 $819K
Camden National Bank 0.12% Reduce -9.0% 4,214 $817K
Bragg Financial Advisors, Inc 0.03% Add +13.8% 4,211 $817K
Westmount Partners, LLC 0.25% Reduce -6.9% 4,195 $814K
Trueblood Wealth Management, LLC 0.38% Add +33.3% 4,195 $814K
Legacy Private Trust Co. 0.06% No change 4,192 $813K
Future Financial Wealth Managment LLC 0.60% Reduce -4.6% 4,186 $812K
Bfsg, LLC 0.10% Add +4.7% 4,153 $806K
Thrive Wealth Management, LLC 0.15% Reduce -2.5% 4,135 $802K
Citizens & Northern Corp. 0.23% No change 4,118 $799K
Willner & Heller, LLC 0.74% Reduce -9.8% 4,111 $798K
Flagstone Financial Management 0.26% No change 4,108 $797K
Valued Retirements, Inc. 1.05% Add +0.1% 4,107 $797K
Neuberger Berman Group LLC 0.00% Reduce -9.5% 4,100 $795K
Barclays PLC 0.00% Reduce -25.4% 4,100 $795K
Willow Creek Wealth Management Inc. 0.08% Add +1.0% 4,094 $794K
Trust Co 0.09% Reduce -3.5% 4,091 $794K
Sterling Investment Advisors, Ltd. 0.19% New 4,090 $793K
Arcus Capital Partners, LLC 0.32% Add +4.5% 4,088 $793K
ARS Wealth Advisors Group, LLC 0.11% Add +44.8% 4,079 $791K
Private Management Group Inc. 0.03% Reduce -2.9% 4,074 $790K
Hilltop Holdings Inc. 0.05% Add +26.9% 4,063 $788K
Saxony Capital Management, LLC 0.69% Add +18.1% 4,059 $787K
Aviso Financial Inc. 0.04% Add +34.4% 4,062 $787K
Sovran Advisors, LLC 0.10% Add +4.3% 4,275 $786K
Anderson Hoagland & Co. 0.09% Reduce -0.2% 4,498 $781K
LVM Capital Management Ltd. 0.09% No change 4,024 $781K
Badgley Phelps Wealth Managers, LLC 0.02% Add +59.8% 3,996 $775K
Smith Chas P & Associates Pa Cpas 0.04% Reduce -0.3% 3,990 $774K
Palo Alto Wealth Advisors, LLC 0.30% Add +0.3% 3,938 $774K
Clarity Wealth Development LLC 0.86% Reduce -3.6% 4,051 $774K
Wood Tarver Financial Group, LLC 0.25% Reduce -0.3% 3,986 $773K
Wick Capital Partners, LLC 0.23% Add +18.7% 3,984 $773K
Patrick M Sweeney & Associates, Inc. 0.58% Add +3.8% 3,982 $772K
Ascent Wealth Partners, LLC 0.10% Reduce -1.5% 3,968 $770K
Ring Mountain Capital, LLC 0.58% Add +1.8% 3,960 $768K
Bordeaux Wealth Advisors LLC 0.14% Add +0.4% 3,958 $768K
Boston Trust Walden Corp 0.01% No change 3,952 $767K
Sequent Planning LLC 0.28% Reduce -0.8% 3,947 $766K
Am Investment Strategies LLC 0.19% No change 3,943 $765K
Center for Financial Planning, Inc. 0.10% Add +22.4% 3,942 $765K
Fairview Capital Investment Management, LLC 0.04% Reduce -0.2% 3,940 $764K
Missouri Trust & Investment Co 0.27% Reduce -10.9% 3,923 $761K
Independence Financial Advisors, LLC 0.29% — 3,922 $761K
RiverFront Investment Group, LLC 0.02% No change 3,910 $759K
St. Louis Trust Co 0.11% Reduce -79.9% 3,870 $751K
Greenleaf Trust 0.01% Add +1.2% 3,868 $750K
Nautilus Advisors LLC 0.62% Reduce -8.6% 3,850 $747K
Bolthouse Investments, LLC 0.78% New 3,846 $746K
Financial Enhancement Group LLC 0.12% No change 4,044 $746K
Wealth Group Ltd 0.22% Add +2.7% 3,842 $745K
Aureus Asset Management, LLC 0.05% Reduce -14.6% 3,841 $745K
Atria Investments, Inc 0.01% Reduce -42.6% 3,837 $744K
Minot DeBlois Advisors LLC 0.74% Add +3.5% 3,819 $741K
Richard W. Paul & Associates, LLC 0.29% Reduce -14.1% 3,818 $741K
Balanced Wealth Group LLC 0.36% Reduce -26.5% 3,813 $740K
Thompson Siegel & Walmsley LLC 0.01% Add +13.6% 3,807 $739K
Intrust Bank NA 0.07% No change 3,799 $737K
Elevation Capital Advisory, LLC 0.32% Add +102.1% 3,797 $737K
Councilor Wealth, LLC 0.37% Add +10.8% 3,792 $736K
Burke & Herbert Bank & Trust Co. 0.18% Add +1.1% 3,790 $735K
Pine Harbor Wealth Management, LLC 0.29% Add +9.7% 3,788 $735K
Arkos Global Advisors 0.11% Reduce -53.5% 3,771 $732K
Lutz Financial Services LLC 0.06% No change 3,760 $729K
JGP Wealth Management, LLC 0.10% Add +6.4% 3,733 $724K
Bailard, Inc. 0.02% Add +6.4% 3,721 $722K
Avaii Wealth Management, LLC 0.38% Add +0.0% 3,714 $721K
BTS Asset Management, Inc. 0.81% Add +20.6% 3,705 $719K
Bay Capital Advisors, LLC 0.60% Reduce -1.5% 3,704 $719K
Seaside Wealth Management, Inc. 0.26% Reduce -0.9% 3,702 $718K
Federated Hermes, Inc. 0.00% Reduce -91.6% 3,700 $718K
First National Bank of Omaha 0.05% No change 3,694 $717K
Spirit of America Management Corp. 0.14% Reduce -0.6% 3,683 $714K
Koa Wealth Management, LLC 0.58% Reduce -3.2% 3,683 $714K
Davies Financial Advisors, Inc. 0.61% Add +65.7% 3,673 $712K
Synergy Asset Management, LLC 0.09% Reduce -49.9% 3,668 $712K
Courier Capital LLC 0.05% Add +104.5% 3,650 $708K
Smithfield Trust Co 0.04% No change 3,652 $707K
3Chopt Investment Partners, LLC 0.18% New 3,641 $706K
Nottingham Advisors, Inc. 0.11% Reduce -46.8% 3,639 $706K
Grove Bank & Trust 0.09% No change 3,623 $703K
LBMC Investment Advisors, LLC 0.05% Reduce -1.3% 3,621 $702K
Alterna Wealth Management, Inc. 0.53% Add +88.9% 3,608 $700K
Leading Edge Financial Planning LLC 0.22% Add +0.1% 3,600 $699K
Worth Financial Advisory Group, LLC 0.44% Add +10.8% 3,599 $698K
Susquehanna International Group, LLP 0.00% Reduce -96.4% 3,594 $697K
Gerber, LLC 0.58% Reduce -10.2% 3,584 $695K
Kathleen S. Wright Associates Inc. 0.29% Add +0.1% 3,583 $695K
Boltwood Capital Management 0.21% Reduce -6.0% 3,572 $693K
Rockbridge Investment Management, LCC 0.08% Add +1.2% 3,561 $691K
SYM FINANCIAL Corp 0.09% Reduce -1.0% 3,558 $690K
Mark Sheptoff Financial Planning, LLC 0.38% Reduce -2.7% 3,550 $689K
UNIVEST FINANCIAL Corp 0.04% Add +0.1% 3,522 $683K
Wealthquest Corp 0.06% Reduce -4.3% 3,519 $683K
Fulton Bank, N.A. 0.03% Reduce -11.1% 3,513 $681K
Rockwood Wealth Management, LLC 0.07% Reduce -0.6% 3,500 $679K
Flagship Private Wealth, LLC 0.32% Reduce -25.8% 3,492 $677K
Olde Wealth Management, LLC 0.24% Add +0.2% 3,490 $677K
PrairieView Partners, LLC 0.07% No change 3,490 $677K
Vicus Capital 0.06% Reduce -28.5% 3,488 $677K
Calamos Wealth Management LLC 0.03% Reduce -3.6% 3,487 $676K
Avidian Wealth Enterprises, LLC 0.03% No change 3,481 $675K
Heritage Financial Services, LLC 0.07% Add +10.7% 3,481 $675K
Frisch Financial Group, Inc. 0.19% Add +0.2% 3,471 $673K
Matrix Asset Advisors Inc. 0.07% Add +0.3% 3,467 $673K
Radnor Capital Management, LLC 0.11% Add +7.3% 3,459 $671K
Magnus Financial Group LLC 0.07% Add +0.4% 3,448 $669K
Sage Capital Management, LLC 0.36% Add +0.2% 3,443 $668K
Capital Asset Advisory Services LLC 0.03% Reduce -39.3% 3,403 $663K
Great Lakes Retirement, Inc. 0.09% No change 3,416 $663K
Adapt Wealth Advisors, LLC 0.32% Reduce -0.1% 3,415 $662K
Schaeffer Financial LLC 0.73% Add +0.1% 3,412 $662K
Cannell & Spears LLC 0.01% Reduce -6.2% 3,407 $661K
Appleton Partners Inc. 0.05% Add +15.2% 3,403 $660K
CoreCap Advisors, LLC 0.03% Reduce -4.9% 3,401 $660K
FF Advisors,LLC 0.38% Reduce -1.7% 3,434 $659K
Gemmer Asset Management LLC 0.07% Add +0.1% 3,398 $659K
BSW Wealth Partners 0.10% Reduce -7.2% 3,395 $659K
L.K. Benson & Company, P.C. 0.46% Add +0.1% 3,391 $658K
Advantage Trust Co 0.40% No change 3,388 $657K
Westbourne Investments, Inc. 0.40% Add +8.6% 3,383 $656K
N.E.W. Advisory Services LLC 0.05% Add +0.9% 3,380 $656K
Foster & Motley Inc. 0.04% Add +0.1% 3,378 $655K
Hoey Investments, Inc. 0.13% Add +0.5% 3,376 $655K
Autumn Glory Partners, LLC 0.32% Add +20.6% 3,370 $654K
Stephens Consulting, LLC 0.16% Reduce -1.5% 3,368 $653K
HMS Capital Management, LLC 0.36% Reduce -17.3% 3,716 $653K
Valley National Advisers Inc. 0.12% No change 3,362 $652K
Silver Oak Securities, Incorporated 0.06% Add +19.6% 3,393 $651K
Capasso Planning Partners LLC 0.27% Reduce -5.5% 3,357 $651K
Hemington Wealth Management 0.10% Reduce -2.3% 3,356 $651K
Financial Life Planners 0.63% Add +0.5% 3,338 $648K
Financial Advisors Network, Inc. 0.11% Reduce -1.7% 3,338 $648K
Better Money Decisions, LLC 0.43% Add +0.5% 3,323 $645K
Lowe Wealth Advisors, LLC 0.27% Add +30.3% 3,310 $642K
HFG Advisors, Inc. 0.55% Reduce -1.1% 3,305 $641K
Independence Bank of Kentucky 0.10% Reduce -1.8% 3,302 $641K
Ellis Investment Partners, LLC 0.13% Reduce -2.3% 3,300 $640K
Bensler, LLC 0.08% Add +0.1% 3,289 $638K
MN Wealth Advisors, LLC 0.37% Reduce -10.2% 3,286 $637K
Blue Oak Capital, LLC 0.35% Reduce -4.3% 3,283 $637K
Oxford Financial Group, LTD. LLC 0.04% No change 3,278 $636K
Saiph Capital, LLC 0.30% Add +8.7% 3,274 $635K
Facet Wealth, Inc. 0.02% Add +17.4% 3,288 $633K
2UniFi Bank 0.41% No change 3,105 $631K
Peak Retirement Planning, Inc. 0.35% Add +25.6% 3,249 $630K
YHB Investment Advisors, Inc. 0.05% Reduce -4.2% 3,238 $628K
Motiv8 Investments LLC 0.42% Add +2.0% 3,233 $627K
Trust Co. of Oklahoma 0.22% Reduce -1.5% 3,225 $626K
Howland Capital Management LLC 0.03% No change 3,221 $625K
AlTi Global, Inc. 0.02% Reduce -9.0% 3,201 $621K
Mason & Associates Inc 0.15% Reduce -6.2% 3,192 $619K
Kirr Marbach & Co. LLC 0.14% New 3,191 $619K
Bridge Creek Capital Management LLC 0.20% Add +23.4% 3,188 $618K
Pacific Sun Financial Corp 0.35% Reduce -5.8% 3,176 $616K
Naples Global Advisors, LLC 0.06% Reduce -16.4% 3,169 $615K
RFG - Bristol Wealth Advisors, LLC 0.21% Reduce -1.7% 3,159 $613K
Second Line Capital, LLC 0.16% Add +12.7% 3,158 $613K
Selective Wealth Management, Inc. 0.27% Reduce -8.0% 3,313 $612K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -1.7% 3,153 $612K
Grey Fox Wealth Advisors, LLC 0.16% Add +12.4% 3,138 $609K
Ellsworth Advisors, LLC 0.16% Reduce -14.4% 3,138 $609K
BLB&B Advisors, LLC 0.03% Add +25.3% 3,135 $608K
Alteri Wealth LLC 0.27% Add +17.7% 3,134 $608K
Essential Planning, LLC. 0.24% Reduce -97.8% 3,126 $606K
Rollins Financial Advisors, LLC 0.11% Add +2.4% 3,126 $606K
American Money Management, LLC 0.12% Reduce -0.9% 3,125 $606K
Ballast, Inc. 0.17% No change 3,119 $605K
First Foundation Advisors 0.02% No change 3,119 $605K
Sterling Financial Planning, Inc. 0.22% Add +1.8% 3,116 $604K
Glenview Trust Co 0.01% Reduce -1.2% 3,111 $604K
Pitcairn Co. 0.04% Reduce -43.9% 3,110 $603K
Helium Advisors LLC 0.44% No change 3,107 $603K
Columbia Advisory Partners LLC 0.52% New 3,104 $602K
Schwallier Wealth Management LLC 0.44% Reduce -0.2% 3,101 $602K
Lester Murray Antman dba SimplyRich 0.17% No change 3,102 $601K
Destination Wealth Management 0.02% Add +6.9% 3,097 $601K
Russell Investments Group, Ltd. 0.00% Add +1.3% 3,075 $596K
Plante Moran Financial Advisors, LLC 0.05% Reduce -15.7% 3,069 $595K
JB Capital LLC 0.03% Add +1.0% 3,068 $595K
Roberts Financial Services LLC 0.12% No change 3,068 $595K
Taylor & Morgan Wealth Management, LLC 0.45% Reduce -8.2% 3,056 $593K
Acas, LLC 0.45% Reduce -1.9% 3,110 $591K
RPS Advisory Solutions LLC 0.42% Add +9.7% 3,047 $591K
Mayport, LLC 0.16% Add +35.4% 3,046 $591K
Root Financial Partners, LLC 0.06% Reduce -15.3% 3,042 $590K
CWA Asset Management Group, LLC 0.03% Reduce -6.2% 3,039 $590K
GAMMA Investing LLC 0.04% Add +87.9% 3,039 $590K
JBR Co Financial Management Inc 0.34% No change 3,038 $589K
Fortune Financial Advisors, LLC 0.51% Add +164.3% 3,034 $589K
Vista Investment Management 0.23% Reduce -0.7% 3,030 $588K
Masso Torrence Wealth Management Inc. 0.31% No change 3,026 $587K
West Oak Capital, LLC 0.33% Reduce -3.2% 3,025 $587K
Icon Wealth Advisors, LLC 0.05% No change 3,022 $586K
Winebrenner Capital Management LLC 0.53% Reduce -3.0% 3,020 $586K
Financial Alternatives, Inc 0.42% No change 3,019 $586K
Wealth Management Strategies, Inc. 0.39% Add +0.5% 3,017 $585K
Bedel Financial Consulting, Inc. 0.08% Add +13.6% 3,068 $585K
Brookwood Investment Group LLC 0.10% — 3,011 $584K
Capital Wealth Alliance, LLC 0.35% Add +34.5% 3,009 $584K
Heritage Family Offices, LLP 0.30% No change 3,008 $584K
Gryphon Financial Partners LLC 0.09% No change 2,999 $582K
Maryland Capital Advisors Inc. 0.26% Reduce -6.0% 2,996 $581K
BCU Wealth Advisors, LLC 0.30% Add +0.3% 2,995 $581K
Foguth Wealth Management, LLC. 0.14% Add +19.4% 2,980 $578K
Scott Capital Advisors, LLC 0.17% Add +0.1% 2,971 $576K
Vermillion & White Wealth Management Group, LLC 0.42% No change 2,964 $575K
Trustmark Bank Trust Department 0.04% Add +97.0% 2,955 $573K
Mitchell McLeod Pugh & Williams Inc. 0.12% Add +13.9% 2,955 $573K
Topsail Wealth Management, LLC 0.12% Add +9.2% 2,954 $573K
TCV Trust & Wealth Management, Inc. 0.05% No change 2,944 $571K
Jackson Hole Capital Partners, LLC 0.11% No change 2,943 $571K
Lauterbach Financial Advisors, LLC 0.36% New 2,941 $571K
Three Bridge Wealth Advisors, LLC 0.20% Add +25.0% 2,939 $570K
Caliber Wealth Management, LLC / KS 0.08% — 2,919 $566K
Summit Investment Advisory Services, LLC 0.28% Reduce -1.1% 2,917 $566K
Macroview Investment Management LLC 0.53% Reduce -1.5% 2,907 $564K
Baldwin Investment Management, LLC 0.07% Reduce -15.8% 2,904 $563K
Moulton Wealth Management, Inc. 0.43% Reduce -20.1% 2,900 $563K
Texas Yale Capital Corp. 0.02% Reduce -40.5% 2,900 $563K
Pointe Capital Management LLC 0.33% No change 2,891 $561K
Darwin Wealth Management, LLC 0.19% No change 2,863 $561K
Hunter Associates Investment Management LLC 0.09% Reduce -5.3% 2,885 $560K
Mairs & Power Inc. 0.01% Reduce -20.1% 2,882 $559K
Praetorian Wealth Management, Inc. 0.14% No change 2,879 $558K
Smart Money Group LLC 0.19% Reduce -87.0% 2,870 $557K
Farmers National Bank 0.16% Reduce -2.3% 2,866 $556K
AssuredPartners Investment Advisors, LLC 0.11% Add +0.5% 2,861 $555K
South Plains Financial, Inc. 0.43% No change 2,856 $554K
Excalibur Management Corp. 0.22% Add +30.7% 2,856 $554K
Vanguard Personalized Indexing Management, LLC 0.01% New 2,838 $551K
Seek First Inc. 0.49% — 2,836 $550K
Brandywine Oak Private Wealth LLC 0.05% Add +0.0% 2,830 $549K
Dahring | Cusmano LLC 0.47% Reduce -7.7% 2,829 $549K
OMNI 360 Wealth, Inc. 0.37% Reduce -11.2% 2,822 $547K
BXM Wealth LLC 0.66% New 2,820 $547K
Keystone Global Partners, LLC 0.38% — 2,809 $545K
Gimbal Financial 0.49% Add +0.1% 2,805 $544K
KFA Private Wealth Group, LLC 0.19% Add +144.4% 2,803 $544K
Libra Wealth LLC 0.20% No change 2,799 $543K
Regimen Wealth, LLC 0.17% Reduce -30.0% 2,797 $543K
Sheaff Brock Investment Advisors, LLC 0.05% Reduce -11.2% 2,796 $542K
Hopwood Financial Services, Inc. 0.42% Reduce -2.5% 2,782 $540K
Pine Valley Investments Ltd Liability Co 0.03% Reduce -27.8% 2,781 $539K
Rise Advisors, LLC 0.24% Add +17.8% 2,774 $538K
O'Brien Greene & Co. Inc 0.18% Reduce -5.0% 2,767 $537K
Pacific Financial Group Inc. 0.43% Add +12.8% 2,763 $536K
Arthur M. Cohen & Associates, LLC 0.10% No change 2,759 $535K
Culbertson A N & Co. Inc. 0.09% No change 2,757 $535K
Asset Dedication, LLC 0.04% Reduce -15.9% 2,755 $535K
BCS Wealth Management 0.14% Reduce -4.6% 2,753 $534K
Central Valley Advisors, LLC 0.20% No change 2,752 $534K
Convergence Financial, LLC 0.10% Reduce -4.7% 2,745 $532K
Lakeridge Wealth Management LLC 0.27% Reduce -8.8% 2,744 $532K
LifeGoal Investments, LLC 0.57% Add +0.7% 2,741 $532K
Beckerman Institutional, LLC 0.38% Add +28.1% 2,736 $531K
Stone Summit Wealth LLC 0.18% No change 2,734 $530K
Tanager Wealth Management LLP 0.07% Reduce -9.2% 2,729 $529K
Covenant Asset Management, LLC 0.13% No change 2,717 $527K
Red Tortoise LLC 0.27% Add +0.3% 2,708 $525K
VSM Wealth Advisory, LLC 0.19% Add +0.6% 2,704 $525K
Beacon Financial Strategies CORP 0.35% Add +22.7% 2,704 $525K
Avant Financial Advisors LLC 0.47% Add +0.5% 2,698 $523K
Next Level Wealth Planning, LLC 0.40% Add +4.5% 2,694 $523K
ABLE Financial Group, LLC 0.15% Add +6.5% 2,691 $522K
Prestige Wealth Management Group LLC 0.11% Reduce -8.0% 2,684 $521K
Alliance Wealth Management Group 0.14% Reduce -4.1% 2,676 $519K
Towercrest Capital Management 0.10% Reduce -4.1% 2,676 $519K
Condor Capital Management 0.05% No change 2,674 $519K
Beacon Financial Planning, Inc. 0.30% No change 2,662 $516K
Tanglewood Legacy Advisors, LLC 0.23% No change 2,658 $516K
Values Added Financial LLC 0.28% Reduce -3.9% 2,649 $514K
Guidance Point Advisors, LLC 0.15% Add +2.0% 2,647 $513K
Cyndeo Wealth Partners, LLC 0.03% Reduce -13.2% 2,644 $513K
MBE Wealth Management, LLC 0.24% Add +3.1% 2,639 $512K
Ewa, LLC 0.19% Reduce -26.1% 2,636 $511K
Sfmg, LLC 0.04% Add +24.2% 2,636 $511K
Bowman & Co S.C. 0.25% Reduce -22.7% 2,632 $510K
Mengis Capital Management, Inc. 0.11% Add +0.0% 2,611 $506K
Capital Market Strategies LLC 0.34% Reduce -36.7% 2,600 $504K
Independent Advisor Alliance 0.02% Reduce -99.3% 2,599 $504K
First Trust Advisors LP 0.00% Reduce -2.1% 2,580 $500K
Brookmont Capital Management 0.28% Reduce -7.2% 2,576 $500K
McKinley Carter Wealth Services, Inc. 0.03% Add +0.3% 2,564 $497K
Meridian Wealth Partners, LLC 0.08% Reduce -11.7% 2,562 $497K
S.A. Mason LLC 0.26% Reduce -14.4% 2,549 $494K
Total Wealth Planning, LLC 0.08% Reduce -4.9% 2,548 $494K
Breakwater Capital Group 0.09% Reduce -1.8% 2,544 $493K
Orleans Capital Management Corp. 0.29% Add +10.7% 2,536 $492K
Baker Avenue Asset Management, LP 0.02% Add +94.1% 2,531 $491K
Cannon Financial Strategists, Inc. 0.08% Add +0.1% 2,523 $490K
Dover Advisors, LLC 0.21% New 2,517 $488K
Beaumont Financial Advisors, LLC 0.04% Add +1.3% 2,516 $488K
RS Crum Inc. 0.13% Add +9.9% 2,510 $487K
Samalin Investment Counsel, LLC 0.20% Reduce -15.9% 2,510 $487K
First Western Trust Bank 0.02% Add +3.6% 2,507 $486K
Wincap Financial LLC 0.46% Reduce -82.7% 2,499 $485K
Priebe Wealth Holdings LLC 0.30% Reduce -0.9% 2,495 $484K
Alan B Lancz & Associates, Inc. 0.51% No change 2,487 $482K
Constant Guidance Financial LLC 0.61% Reduce -6.2% 2,486 $482K
Verus Capital Partners, LLC 0.05% Reduce -0.1% 2,486 $482K
Denver Wealth Management, Inc. 0.22% Add +0.4% 2,482 $481K
Phillips Wealth Planners LLC 0.51% Reduce -0.5% 2,606 $481K
Insight Wealth Strategies, LLC 0.06% Reduce -35.9% 2,478 $481K
Vertex Planning Partners, LLC 0.10% Add +0.4% 2,478 $481K
Hamilton Point Investment Advisors, LLC 0.09% No change 2,476 $480K
Blue Bell Private Wealth Management, LLC 0.09% Add +30.6% 2,474 $480K
Cherry Tree Wealth Management, LLC 0.12% Reduce -0.8% 2,473 $480K
Oak Asset Management, LLC 0.18% No change 2,472 $480K
McLean Asset Management Corp 0.16% Add +0.1% 2,739 $476K
PBMares Wealth Management LLC 0.10% Reduce -14.2% 2,448 $475K
Welch Group, LLC 0.02% Add +0.8% 2,464 $473K
Alpha Omega Wealth Management LLC 0.09% Reduce -2.1% 2,436 $473K
KPP Advisory Services LLC 0.09% Reduce -17.9% 2,435 $472K
Planned Solutions, Inc. 0.19% Add +0.5% 2,435 $472K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% Add +0.1% 2,436 $472K
Hanson & Doremus Investment Management 0.07% Reduce -8.4% 2,430 $471K
Clarity Financial LLC 0.05% Add +24.7% 2,427 $471K
North Capital, Inc. 0.44% — 2,424 $470K
Cutter & CO Brokerage, Inc. 0.11% New 2,424 $470K
Quadcap Wealth Management, LLC 0.07% Reduce -3.3% 2,422 $470K
River Street Advisors LLC 0.23% Reduce -0.7% 2,419 $469K
Diversified Portfolios, Inc. 0.05% No change 2,416 $469K
Holderness Investments Co. 0.11% Add +7.9% 2,406 $467K
Jane Street Group, LLC 0.00% Reduce -70.5% 2,397 $465K
Focused Wealth Management, Inc 0.06% Add +0.4% 2,395 $465K
RIA Advisory Group LLC 0.15% Add +18.4% 2,394 $465K
Clarus Group, Inc. 0.18% Reduce -0.9% 2,391 $464K
Heck Capital Advisors, LLC 0.05% No change 2,390 $464K
Physician Wealth Advisors, Inc. 0.08% Reduce -4.8% 2,386 $463K
West Coast Financial LLC 0.05% Add +71.1% 2,380 $462K
Penobscot Investment Management Company, Inc. 0.04% Add +0.6% 2,380 $462K
Perkins Coie Trust Co 0.10% No change 2,379 $461K
Chevy Chase Trust Holdings, LLC 0.00% Add +2.1% 2,375 $461K
Dunhill Financial, LLC 0.21% Reduce -9.7% 2,373 $460K
James J. Burns & Company, LLC 0.08% Reduce -4.0% 2,370 $460K
Legacy Advisors, LLC 0.05% No change 2,361 $458K
1776 Wealth LLC 0.21% Reduce -17.5% 2,360 $458K
Access Financial Services, Inc. 0.18% Reduce -0.8% 2,357 $457K
Manchester Capital Management LLC 0.06% Add +48.5% 2,347 $455K
LMG Wealth Partners, LLC 0.10% Reduce -9.9% 2,343 $455K
Legacy Edge Advisors, LLC 0.07% No change 2,343 $455K
Long Island Wealth Management, Inc. 0.28% Reduce -0.3% 2,339 $454K
Manske Wealth Management 0.17% No change 2,330 $452K
Myecfo, LLC 0.24% Reduce -1.6% 2,327 $451K
Key Financial Inc 0.10% No change 2,323 $451K
Sightline Wealth Advisors, LLC 0.24% Add +0.5% 2,322 $450K
Endeavor Private Wealth, Inc. 0.24% New 2,320 $450K
Delta Investment Management, LLC 0.09% Add +36.2% 2,312 $449K
Tritonpoint Wealth, LLC 0.04% Add +15.8% 2,305 $447K
Creekmur Asset Management LLC 0.09% Reduce -2.5% 2,291 $445K
Magnolia Capital Advisors LLC 0.12% Add +3.4% 2,285 $443K
Cape Investment Advisory, Inc. 0.18% Reduce -1.8% 2,277 $442K
Heritage Wealth Management, Inc. 0.15% Add +5.6% 2,273 $441K
ForthRight Wealth Management, LLC 0.15% No change 2,265 $439K
Accredited Investor Services, LLC 0.37% No change 2,262 $439K
Fingerlakes Wealth Management, Inc. 0.37% Add +0.5% 2,262 $439K
Atlas Legacy Advisors, LLC 0.11% Reduce -46.2% 2,260 $438K
Avion Wealth 0.11% No change 2,239 $438K
Operose Advisors LLC 0.15% Add +9.5% 2,258 $438K
Pacific Center for Financial Services 0.12% Add +0.4% 2,241 $435K
Blankinship & Foster, LLC 0.11% No change 2,231 $433K
Fermata Advisors, LLC 0.08% Add +12.9% 2,228 $432K
American Capital Advisory, LLC 0.23% Reduce -5.7% 2,225 $432K
Higgins & Schmidt Wealth Strategies LLC 0.25% Reduce -1.9% 2,221 $431K
Elyxium Wealth, LLC 0.19% No change 2,200 $427K
Clayton Financial Group LLC 0.16% Add +25.2% 2,192 $425K
Blue Zone Wealth Advisors, LLC 0.12% Add +31.1% 2,190 $425K
Disciplined Investments, LLC 0.19% Reduce -1.3% 2,185 $424K
Berkshire Asset Management LLC 0.02% Reduce -1.0% 2,193 $423K
Paragon Financial Partners, Inc. 0.33% Add +0.2% 2,172 $421K
Quadrant Capital Group LLC 0.02% Reduce -2.8% 2,171 $421K
Delta Financial Group, Inc. 0.10% Add +0.1% 2,143 $421K
Dana Investment Advisors, Inc. 0.01% Add +0.1% 2,164 $420K
Dividend Assets Capital, LLC 0.08% Add +3.0% 2,163 $420K
Cobblestone Capital Advisors LLC 0.02% Reduce -0.9% 2,163 $420K
InvesTrust 0.11% Reduce -5.5% 2,163 $420K
Grantvest Financial Group LLC 0.34% No change 2,162 $419K
Juncture Wealth Strategies, LLC 0.16% Reduce -5.6% 2,158 $419K
Chaney Capital Management, Inc. 0.19% Reduce -4.9% 2,155 $418K
Bogart Wealth, LLC 0.02% Add +119.9% 2,146 $416K
Madrona Financial Services, LLC 0.11% No change 2,146 $416K
Santori & Peters, Inc. 0.17% Reduce -57.0% 2,145 $416K
Elevation Point Wealth Partners, LLC 0.04% Reduce -2.9% 2,143 $416K
Revisor Wealth Management LLC 0.18% New 2,140 $415K
Eagle Rock Investment Company, LLC 0.07% No change 2,140 $415K
United Advisor Group, LLC 0.09% New 2,139 $415K
Orgel Wealth Management, LLC 0.01% Add +5.8% 2,138 $415K
Jeppson Wealth Management, LLC 0.15% Reduce -1.8% 2,137 $415K
Ameriflex Group, Inc. 0.17% Add +6.3% 2,132 $414K
Crowley Wealth Management, Inc. 0.39% Add +0.9% 2,131 $413K
Cahaba Wealth Management, Inc. 0.03% Add +0.3% 2,130 $413K
Atlantic Family Wealth, LLC 0.38% No change 2,130 $413K
Hantz Financial Services, Inc. 0.01% New 2,124 $412K
Strait & Sound Wealth Management LLC 0.19% Reduce -1.4% 2,114 $410K
Procyon Advisors, LLC 0.02% Add +64.6% 2,110 $409K
Presilium Private Wealth, LLC 0.09% No change 2,105 $408K
Southland Equity Partners LLC 0.09% Add +0.1% 2,098 $407K
Clifford Swan Investment Counsel LLC 0.02% No change 2,098 $407K
American Investment Services, Inc. 0.07% Add +0.1% 2,080 $404K
Octavia Wealth Advisors, LLC 0.05% Reduce -13.5% 2,078 $403K
McGinn Penninger Investment Management, Inc. 0.26% New 2,077 $403K
White Pine Capital LLC 0.14% Reduce -1.2% 2,077 $403K
Davidson Trust Co. 0.19% No change 2,072 $402K
Castle Rock Wealth Management, LLC 0.11% Add +0.1% 2,077 $402K
Gilman Hill Asset Management, LLC 0.07% No change 2,070 $402K
First Bank & Trust 0.08% Reduce -2.8% 2,065 $401K
Schneider Downs Wealth Management Advisors, LP 0.07% Reduce -4.7% 2,061 $400K
Westfuller Advisors, LLC 0.27% Reduce -17.7% 2,056 $399K
Disciplined Investors, L.L.C. 0.36% New 2,054 $398K
Walker Asset Management, LLC 0.24% Add +0.1% 2,051 $398K
Doliver Advisors, LP 0.11% No change 2,050 $398K
Bedell Frazier Investment Counselling, LLC 0.10% No change 2,050 $398K
AdvisorNet Financial, Inc 0.03% Reduce -0.7% 2,049 $398K
Jamison Private Wealth Management, Inc. 0.06% Add +0.3% 2,049 $397K
Palumbo Wealth Management LLC 0.13% Add +0.3% 2,045 $397K
Abacus Planning Group, Inc. 0.07% Add +0.2% 2,043 $396K
Nestegg Advisors, Inc. 0.42% Add +0.5% 2,041 $396K
Astoria Portfolio Advisors LLC. 0.13% Add +13.3% 2,123 $394K
Elevated Capital Advisors, LLC 0.11% Add +3.1% 2,033 $394K
Old Second National Bank of Aurora 0.09% No change 2,027 $393K
Means Investment Co., Inc. 0.04% Add +0.3% 2,012 $390K
Finer Wealth Management, Inc. 0.23% No change 2,000 $388K
New Century Financial Group, LLC 0.45% Reduce -36.1% 1,986 $385K
Certuity, LLC 0.04% Reduce -0.9% 1,982 $384K
Rockline Wealth Management, LLC 0.11% Reduce -1.4% 1,980 $384K
Continuum Wealth Advisors, LLC 0.20% No change 1,978 $384K
Lindbrook Capital, LLC 0.04% No change 1,976 $383K
Claro Advisors Inc. 0.05% Add +0.6% 1,971 $382K
Index Fund Advisors, Inc. 0.02% Reduce -1.5% 1,968 $382K
Hengehold Capital Management LLC 0.04% Reduce -3.1% 1,966 $381K
FourThought Financial Partners, LLC 0.04% No change 1,963 $381K
Interchange Capital Partners, LLC 0.11% Add +0.2% 1,963 $381K
Syntegra Private Wealth Group, LLC 0.04% Add +6.7% 1,956 $380K
Lane & Associates LLC 0.20% Add +0.1% 1,950 $378K
Robinswood Financial LLC 0.14% Add +0.1% 1,941 $377K
Commonwealth Retirement Investments LLC 0.15% Reduce -4.8% 1,939 $376K
Aspen Investment Management Inc 0.17% No change 1,939 $376K
Strategent Financial, LLC 0.34% Add +82.2% 1,935 $375K
Redwood Investment Management, LLC 0.04% New 1,932 $375K
T. Rowe Price Associates Inc. 0.00% No change 1,928 $375K
Seelaus Asset Management LLC 0.36% Reduce -2.9% 1,933 $375K
Sterling Investment Counsel, LLC 0.13% New 1,932 $375K
Howard Capital Management Group, LLC 0.03% No change 1,926 $374K
Symmetry Partners, LLC 0.05% No change 1,924 $373K
Truepoint, Inc. 0.01% Add +22.1% 1,919 $372K
BostonPremier Wealth LLC 0.23% Reduce -4.8% 1,906 $370K
Tyler-Stone Wealth Management 0.07% No change 1,904 $369K
Catalyst Private Wealth, LLC 0.18% Add +30.8% 1,895 $368K
Shulman DeMeo Asset Management LLC 0.10% No change 1,888 $366K
Hills Bank & Trust Co 0.03% Add +4.3% 1,887 $366K
Portland Financial Advisors Inc 0.94% Add +0.8% 1,885 $366K
Wealthedge Investment Advisors, LLC 0.16% Add +0.3% 1,884 $366K
Curtis Advisory Group, LLC 0.11% Reduce -5.1% 1,875 $364K
Jupiter Wealth Management LLC 0.22% No change 1,821 $363K
Nvwm, LLC 0.10% Reduce -43.3% 1,870 $363K
Compass Capital Corp. /Ma/ 0.19% Reduce -35.2% 1,870 $362K
Wealthstream Advisors, Inc. 0.07% Add +0.3% 1,868 $362K
Cullen/Frost Bankers, Inc. 0.01% Reduce -19.7% 1,859 $361K
Wealth Management Partners, LLC 0.17% Reduce -0.9% 1,854 $360K
Chokshi & Queen Wealth Advisors, Inc 0.24% No change 1,853 $359K
Sage Financial Group Inc. 0.03% Reduce -0.3% 1,848 $358K
Teamwork Financial Advisors, LLC 0.05% Reduce -0.2% 1,848 $358K
Grandview Asset Management LLC 0.14% Reduce -0.4% 1,846 $358K
First National Corp. /Ma/ 0.08% Add +0.3% 1,844 $358K
Everhart Financial Group, Inc. 0.05% Reduce -0.5% 1,844 $358K
tru Independence LLC 0.11% Add +0.2% 1,840 $357K
Apeiron RIA LLC 0.11% No change 1,836 $356K
IMG Wealth Management, Inc. 0.32% Reduce -15.4% 1,834 $356K
Liberty Capital Management, Inc. 0.08% No change 1,834 $356K
Tilia Fiduciary Partners, Inc. 0.24% Add +12.8% 1,832 $355K
Woodard & Co. Asset Management Group Inc. 0.07% No change 1,825 $354K
Integrity Investment Advisors, LLC 0.32% — 1,824 $354K
Pennsylvania Capital Management Inc. 0.13% Reduce -1.7% 1,822 $354K
Gallagher Capital Advisors, LLC 0.27% Reduce -0.4% 1,820 $353K
Elite Financial, Inc. 0.19% Add +0.2% 1,824 $353K
Vista Capital Partners, Inc. 0.04% Reduce -9.4% 1,819 $353K
Welch & Forbes LLC 0.00% Reduce -5.2% 1,818 $353K
Wolverine Trading, LLC 0.01% New 1,832 $352K
Colton Groome Financial Advisors, LLC 0.14% Reduce -15.8% 1,840 $351K
Lyell Wealth Management, LP 0.03% No change 1,810 $351K
Ariadne Wealth Management, LP 0.18% No change 1,822 $350K
Barnett & Company, Inc. 0.29% Reduce -2.6% 1,798 $349K
Benchmark Investment Advisors LLC 0.23% Add +0.1% 1,797 $349K
Stockman Wealth Management, Inc. 0.05% Add +9.0% 1,797 $349K
Level Wealth Management LLC 0.23% Reduce -3.9% 1,791 $347K
Veridan Wealth LLC 0.16% Reduce -0.5% 1,786 $346K
Cura Wealth Advisors, LLC 0.14% Add +50.8% 1,785 $346K
Legacy Capital Wealth Partners, LLC 0.09% Add +14.2% 1,781 $346K
Holland Advisory Services, Inc. 0.52% No change 1,780 $345K
Demars Financial Group, LLC 0.15% Reduce -1.2% 1,780 $345K
Investments & Financial Planning, LLC 0.22% Reduce -2.4% 1,778 $345K
Private Wealth Asset Management, LLC 0.05% — 1,778 $345K
Faithward Advisors, LLC 0.06% Reduce -1.6% 1,776 $345K
Founders Grove Wealth Partners, LLC 0.10% Reduce -8.4% 1,775 $344K
Richardson Capital Management LLC 0.21% Reduce -2.7% 1,770 $343K
Investors Asset Management of Georgia Inc. /Ga/ 0.17% Add +0.2% 1,762 $342K
NCM Capital Management, LLC 0.15% No change 1,761 $342K
Fairman Group, LLC 0.31% Add +0.5% 1,749 $341K
Brooklyn Investment Group 0.07% Add +176.1% 1,753 $340K
Cairn Investment Group, Inc. 0.19% Reduce -21.7% 1,752 $340K
B & T Capital Management DBA Alpha Capital Management 0.06% No change 1,749 $339K
Parkside Advisors LLC 0.08% Reduce -4.2% 1,748 $339K
Shorepoint Capital Partners LLC 0.08% Add +1.3% 1,746 $339K
Navellier & Associates Inc. 0.05% Add +0.5% 1,759 $338K
Carl P. Sherr & Co., LLC 0.19% Reduce -1.8% 1,744 $338K
Costello Asset Management, INC 0.14% Add +5026.5% 1,743 $338K
Indie Asset Partners, LLC 0.29% Reduce -1.5% 1,741 $338K
Eaton-Cambridge Inc. 0.14% New 1,732 $336K
Williams & Novak, LLC 0.33% No change 1,734 $336K
Plancorp, LLC 0.01% Reduce -40.1% 1,726 $335K
Lynx Investment Advisory 0.22% Add +0.1% 1,721 $334K
Mraz, Amerine & Associates, Inc. 0.06% Add +3.6% 1,732 $332K
Outlook Wealth Advisors, LLC 0.09% No change 1,709 $332K
LongView Asset Management LLC 0.28% Reduce -9.5% 1,709 $332K
Private Wealth Group, LLC 0.19% No change 1,709 $332K
Narus Financial Partners, LLC 0.11% Add +6.5% 1,698 $329K
LJI Wealth Management, LLC 0.07% No change 1,695 $329K
Kingsman Wealth Management, Inc. 0.24% — 1,692 $328K
Summit Asset Management, LLC 0.06% No change 1,689 $328K
NFSG Corp 0.08% Reduce -5.5% 1,680 $326K
NBT Bank, N.A. 0.02% No change 1,677 $325K
Strategic Wealth Investment Group, LLC 0.56% Reduce -56.4% 1,673 $325K
Trinity Financial Advisors LLC 0.12% Add +0.3% 1,728 $324K
Sensible Money, LLC 0.14% Add +4.5% 1,668 $324K
TruNorth Capital Management, LLC 0.08% No change 1,665 $323K
West Branch Capital LLC 0.11% No change 1,664 $323K
Byrne Financial Freedom, LLC 0.18% Reduce -0.6% 1,662 $322K
RHS Financial, LLC 0.18% Reduce -9.3% 1,662 $322K
Acorn Financial Advisory Services Inc. 0.06% Reduce -5.3% 1,660 $322K
Shum Financial Group, Inc. 0.28% Add +2.4% 1,657 $321K
Glassman Wealth Services 0.05% Add +2.3% 1,653 $321K
Sather Financial Group Inc 0.02% No change 1,651 $320K
Certior Financial Group, LLC 0.26% Reduce -87.8% 1,645 $319K
Chapin Davis, Inc. 0.11% Reduce -2.5% 1,639 $318K
Lineweaver Wealth Advisors, LLC 0.05% Add +0.1% 1,638 $318K
Plum Street Advisors, LLC 0.15% Add +48.8% 1,631 $316K
W.G. Shaheen & Associates DBA Whitney & Co 0.03% Add +0.3% 1,627 $316K
GatePass Capital, LLC 0.24% Reduce -1.8% 1,625 $315K
Greenline Partners, LLC 0.05% New 1,624 $315K
Diversified Enterprises, LLC 0.03% Add +0.1% 1,624 $315K
Lakeside Advisors, INC. 0.21% No change 1,623 $315K
Lake Hills Wealth Management, LLC 0.22% No change 1,622 $315K
My Personal CFO, LLC 0.16% No change 1,621 $315K
Paulson Wealth Management Inc. 0.09% Reduce -4.2% 1,621 $315K
Hamilton Wealth, LLC 0.08% Add +52.6% 1,618 $314K
Weaver Capital Management LLC 0.08% Add +1.2% 1,609 $312K
Aspire Growth Partners LLC 0.28% Reduce -3.3% 1,622 $311K
Lodestone Wealth Management LLC 0.17% Add +22.1% 1,606 $311K
Deutsche Bank AG 0.00% No change 1,603 $311K
City Holding Co. 0.04% Reduce -12.3% 1,602 $311K
Regent Peak Wealth Advisors LLC 0.07% Add +4.6% 1,601 $311K
SpringVest Wealth Management LLC 0.26% No change 1,600 $310K
Dixon Fnancial Services, Inc. 0.17% No change 1,600 $310K
Acropolis Investment Management, LLC 0.02% Add +0.1% 1,587 $308K
CFO4Life Group, LLC 0.05% Add +6.9% 1,584 $307K
Waterfront Wealth Inc. 0.07% Add +2.5% 1,579 $306K
Aurora Private Wealth, Inc. 0.24% Reduce -5.3% 1,577 $306K
Caitlin John, LLC 0.30% Add +2.4% 1,578 $306K
Leigh Baldwin & Co., LLC 0.25% Add +0.6% 1,575 $306K
Private Client Services, LLC 0.15% Add +0.4% 1,572 $305K
Edgestream Partners, L.P. 0.01% New 1,569 $304K
Intrua Financial, LLC 0.05% Reduce -45.6% 1,568 $304K
Wealth Management Associates, Inc. 0.13% No change 1,568 $304K
Kilter Group LLC 0.20% Add +0.1% 1,565 $304K
High Falls Advisors, Inc 0.07% No change 1,555 $302K
Stonebridge Capital Advisors LLC 0.02% Reduce -18.1% 1,553 $301K
Tortoise Investment Management, LLC 0.03% Reduce -0.3% 1,550 $301K
Pinnacle Wealth Planning Services, Inc. 0.05% Add +34.5% 1,549 $301K
Butensky & Cohen Financial Security, Inc. 0.09% Reduce -7.0% 1,546 $300K
Milestone Asset Management, LLC 0.06% New 1,545 $300K
Hamilton Capital, LLC 0.02% Add +1.4% 1,544 $300K
Bernardo Wealth Planning LLC 0.07% Add +0.1% 1,542 $299K
Kings Path Partners LLC 0.15% Add +0.1% 1,540 $299K
Intrepid Financial Planning Group LLC 0.14% No change 1,540 $299K
Precedent Wealth Partners, LLC 0.08% Add +27.3% 1,540 $299K
Whitener Capital Management, Inc. 0.08% Reduce -3.0% 1,535 $298K
Cornerstone Wealth Group, LLC 0.02% Reduce -4.4% 1,528 $296K
Provident Wealth Management, LLC 0.10% Add +0.5% 1,528 $296K
Fourpath Capital Management, LLC 0.05% Add +0.1% 1,524 $296K
WP Advisors, LLC 0.10% Add +0.2% 1,523 $295K
Bouchey Financial Group, Ltd. 0.03% Reduce -2.7% 1,522 $295K
Ipswich Investment Management Co., Inc. 0.07% No change 1,521 $295K
Sageworth Trust Co 0.02% Reduce -8.9% 1,517 $294K
Asio Capital, LLC 0.06% No change 1,516 $294K
Aspiring Ventures, LLC 0.17% No change 1,528 $293K
Wealth Effects LLC 0.12% Reduce -23.5% 1,510 $293K
MWA Asset Management 0.20% No change 1,506 $292K
New World Advisors LLC 0.07% No change 1,504 $292K
BBR Partners, LLC 0.02% No change 1,501 $291K
Omega Financial Group, LLC 0.11% No change 1,501 $291K
Pennington Partners & Co., LLC 0.17% No change 1,500 $291K
Fort Point Capital Partners LLC 0.03% No change 1,500 $291K
Fragasso Financial Advisors Inc 0.02% Reduce -6.4% 1,496 $290K
Keebeck Wealth Management 0.04% No change 1,496 $290K
Adirondack Trust Co. 0.11% Reduce -0.5% 1,493 $290K
GGM Financial LLC 0.20% Add +0.2% 1,491 $289K
Woodside Wealth Management LLC 0.27% — 1,481 $287K
Mattern Capital Management, LLC 0.04% Reduce -5.0% 1,480 $287K
Bantamac Capital, LLC 0.14% No change 1,470 $285K
Towne Trust Company, N.A 0.10% No change 1,470 $285K
Hendershot Investments Inc. 0.04% No change 1,464 $284K
Adero Partners, LLC 0.02% Add +0.3% 1,461 $283K
Journey Strategic Wealth LLC 0.01% Reduce -10.6% 1,459 $283K
Fiducient Advisors LLC 0.04% New 1,459 $283K
McCarter Private Wealth Services LLC 0.19% New 1,459 $283K
Suncoast Equity Management 0.03% Add +1.0% 1,456 $282K
Clarity Capital Advisors, LLC 0.19% No change 1,455 $282K
Sentinel Trust Co. Lba 0.03% No change 1,455 $282K
Texas Capital Bancshares Inc 0.12% No change 1,453 $282K
New Republic Capital, LLC 0.12% Add +9.3% 1,452 $282K
McHugh Group, LLC 0.22% No change 1,450 $281K
Retirement Income Solutions, Inc. 0.06% No change 1,446 $281K
Goelzer Investment Management, Inc. 0.02% No change 1,445 $280K
Zacks Investment Management 0.00% Reduce -59.0% 1,443 $280K
Windsor Capital Management, LLC 0.09% Add +9.6% 1,442 $280K
Kennedy Investment Group, Inc. 0.13% New 1,441 $279K
Granite Harbor Advisors, Inc. 0.15% Add +0.5% 1,439 $279K
LifeWealth Investments, LLC 0.13% No change 1,430 $277K
Smith & Howard Wealth Management, LLC 0.08% Add +3.2% 1,426 $277K
Main Street Group, LTD 0.12% Add +0.6% 1,427 $277K
Gleason Group, Inc. 0.05% Add +0.4% 1,422 $276K
MV Capital Management, Inc. 0.03% No change 1,416 $275K
Bruce G. Allen Investments, LLC 0.22% Reduce -0.7% 1,415 $275K
Petra Financial Advisors Inc. 0.23% No change 1,415 $274K
Nalls Sherbakoff Group, LLC 0.22% — 1,411 $274K
Insigneo Advisory Services, LLC 0.03% Reduce -8.6% 1,410 $274K
Optivise Advisory Services LLC 0.15% Reduce -15.3% 1,410 $274K
Oakworth Capital, Inc. 0.02% No change 1,409 $273K
Checchi Capital Advisers, LLC 0.02% No change 1,407 $273K
Dominguez Wealth Management Solutions, Inc. 0.20% Add +6.0% 1,406 $273K
Wrenne Financial Planning LLC 0.14% No change 1,405 $273K
Team Hewins, LLC 0.11% Reduce -50.1% 1,402 $272K
Enhancing Capital LLC 0.22% No change 1,400 $272K
First American Trust, FSB 0.02% Add +15.0% 1,397 $271K
Howe & Rusling Inc. 0.02% New 1,394 $270K
Greenwood Gearhart LLC 0.02% Reduce -42.2% 1,394 $270K
Comprehensive Money Management Services LLC 0.22% No change 1,390 $270K
Alternative Investment Advisors, LLC. 0.14% Reduce -0.9% 1,389 $269K
PKS Advisory Services, LLC 0.07% Add +10.1% 1,386 $269K
EPG Wealth Management LLC 0.07% Reduce -3.1% 1,384 $269K
Uptown Financial Advisors LLC 0.28% No change 1,384 $268K
JTC Employer Solutions Trustee Ltd 0.02% No change 1,375 $267K
Compass Advisory Group LLC 0.09% Add +0.5% 1,375 $267K
SeaBridge Investment Advisors LLC 0.06% Reduce -11.8% 1,371 $266K
Mission Creek Capital Partners, Inc. 0.06% Add +0.1% 1,371 $266K
Baron Financial Group, LLC 0.17% No change 1,367 $265K
Crew Capital Management, Ltd 0.22% Reduce -5.3% 1,367 $265K
Wayfinding Financial, LLC 0.12% Add +2.8% 1,371 $265K
Signature Wealth Management Partners, LLC 0.17% No change 1,365 $265K
5T Wealth, LLC 0.15% No change 1,356 $263K
Hancock Whitney Corp. 0.01% New 1,355 $263K
Tenon Financial LLC 0.16% Add +0.1% 1,338 $260K
Dash Acquisitions Inc. 0.06% Reduce -6.4% 1,321 $260K
Wolff Wiese Magana LLC 0.18% Add +0.8% 1,333 $259K
Haven Private, LLC 0.15% New 1,330 $258K
Aveo Capital Partners, LLC 0.04% Reduce -42.9% 1,340 $257K
Bay Harbor Wealth Management, LLC 0.08% No change 1,323 $257K
Cathy Pareto & Associates, Inc. 0.23% Add +0.3% 1,322 $257K
Caerus Investment Advisors, LLC 0.25% No change 1,320 $256K
Kropog Financial Group, LLC 0.24% Reduce -1.3% 1,319 $256K
Reyes Financial Architecture, Inc. 0.19% No change 1,312 $255K
Clearview Wealth Advisors LLC 0.19% Reduce -1.6% 1,310 $254K
Concord Wealth Partners 0.04% Add +0.2% 1,308 $254K
Peddock Capital Advisors, LLC 0.06% Reduce -2.4% 1,304 $253K
Financial Synergies Wealth Advisors, Inc. 0.03% No change 1,302 $253K
Archvest Wealth Advisors, Inc. 0.21% Add +8.3% 1,301 $252K
Corus Family Wealth Advisors 0.17% No change 1,301 $252K
GHP Investment Advisors, Inc. 0.01% Reduce -9.1% 1,295 $251K
G2 Capital Management, LLC / Oh 0.08% No change 1,293 $251K
Argus Investors' Counsel, Inc. 0.19% New 1,293 $251K
Vista Investment Partners LLC 0.08% Add +10.1% 1,292 $251K
Canvas Wealth Advisors, LLC 0.06% New 1,357 $250K
Victrix Investment Advisors 0.13% New 1,287 $250K
Gould Asset Management LLC 0.05% Add +3.0% 1,287 $250K
Mirador Capital Partners LP 0.04% No change 1,284 $249K
Resources Management Corp. /CT/ 0.04% No change 1,285 $249K
One Capital Management, LLC 0.01% Reduce -13.1% 1,282 $249K
Murphy Pohlad Asset Management LLC 0.10% Add +18.1% 1,271 $247K
Stillwater Wealth Management Group 0.21% Add +20.3% 1,269 $246K
Napatree Capital LLC 0.14% Add +7.4% 1,267 $246K
Live Oak Private Wealth LLC 0.04% Add +8.3% 1,262 $245K
Altus Wealth Management, LLC 0.11% Add +1.0% 1,260 $244K
Empirical Asset Management, LLC 0.08% Reduce -80.7% 1,256 $244K
First Financial Bankshares Inc 0.01% No change 1,254 $243K
Oldfather Financial Services, LLC 0.09% No change 1,252 $243K
Sound Income Strategies, LLC 0.01% Add +4.2% 1,247 $242K
Old Port Advisors 0.07% Reduce -7.8% 1,245 $242K
Yarger Wealth Strategies, LLC 0.14% Add +0.2% 1,241 $241K
AllSquare Wealth Management LLC 0.14% No change 1,239 $240K
Iowa State Bank 0.05% Reduce -5.8% 1,239 $240K
Barnes Pettey Financial Advisors, LLC 0.19% Reduce -1.1% 1,236 $240K
Rinkey Investments 0.08% No change 1,230 $239K
Klingenstein Fields & Co. LP 0.01% Reduce -0.8% 1,227 $238K
Weitzel Financial Services, Inc. 0.11% No change 1,267 $238K
Baker Tilly Wealth Management, LLC 0.09% Reduce -90.7% 1,226 $238K
Abound Wealth Management 0.08% No change 1,226 $238K
Zullo Investment Group, Inc. 0.10% No change 1,225 $238K
Farmers Trust Co. 0.04% No change 1,224 $237K
Cottage Street Advisors LLC 0.12% Add +0.3% 1,224 $237K
Accent Capital Management, LLC 0.14% Add +454.6% 1,220 $237K
Able Wealth Management LLC 0.14% Add +5.2% 1,213 $235K
Isthmus Partners, LLC 0.03% No change 1,211 $235K
Transform Wealth, LLC 0.01% No change 1,208 $234K
True North Advisors, LLC 0.04% Add +2.6% 1,207 $234K
Kera Capital Partners, Inc. 0.07% No change 1,205 $234K
Redwood Wealth Management Group, LLC 0.12% No change 1,204 $234K
Resolute Wealth Strategies, LLC 0.13% Add +0.5% 1,203 $233K
Commonwealth Financial Services, LLC 0.05% No change 1,202 $233K
Avalon Trust Co 0.02% Add +300.0% 1,200 $233K
Pin Oak Investment Advisors Inc. 0.18% No change 1,205 $231K
Financial Connections Group, Inc. 0.10% Reduce -0.2% 1,195 $231K
Francis Financial, Inc. 0.06% No change 1,190 $231K
Rodgers Brothers Inc. 0.03% No change 1,190 $231K
Beacon Harbor Wealth Advisors, Inc. 0.05% No change 1,187 $230K
STAR Financial Bank 0.17% Reduce -1.7% 1,185 $230K
Brass Tax Wealth Management, Inc. 0.05% No change 1,185 $230K
Watchman Group, Inc. 0.06% Reduce -24.5% 1,183 $229K
Balentine LLC 0.01% No change 1,183 $229K
Pacifica Partners Inc. 0.10% Add +13.5% 1,222 $229K
Ascentis Independent Advisors 0.05% Add +3.9% 1,180 $229K
Altfest L J & Co. Inc. 0.03% Add +0.5% 1,175 $228K
Accurate Wealth Management, LLC 0.04% Add +12.2% 1,232 $228K
Next Level Private LLC 0.08% Add +0.4% 1,172 $227K
Colonial River Investments, LLC 0.13% Reduce -6.3% 1,172 $227K
King Wealth Management Group 0.03% No change 1,168 $227K
Bravias Capital Group, LLC 0.18% Add +1.1% 1,170 $227K
Vance Wealth, LLC 0.09% No change 1,169 $227K
Marathon Capital Management 0.06% No change 1,169 $227K
Park Edge Advisors, LLC 0.06% Add +0.3% 1,165 $226K
Triangle Securities Wealth Management 0.06% Reduce -12.5% 1,162 $225K
W1M Investment Management Ltd 0.00% No change 1,161 $225K
Alpha Financial Advisors, LLC 0.10% No change 1,159 $225K
Goldstone Financial Group, LLC 0.03% New 1,157 $224K
Midland Wealth Advisors, LLC 0.01% Reduce -17.1% 1,156 $224K
Elevatus Welath Management 0.13% No change 1,153 $224K
Nemes Rush Group LLC 0.03% Add +0.1% 1,151 $223K
AF Advisors, Inc. 0.04% No change 1,150 $223K
Spinnaker Trust 0.01% Reduce -6.0% 1,150 $223K
BetterWealth, LLC 0.06% No change 1,148 $223K
Prasad Wealth Partners, LLC 0.07% Reduce -11.4% 1,143 $222K
Olistico Wealth, LLC 0.14% Reduce -12.7% 1,141 $221K
First City Capital Management, Inc. 0.13% Reduce -4.6% 1,140 $221K
XY Planning Network, Inc. 0.15% Reduce -75.7% 1,138 $221K
True Link Financial Advisors, LLC 0.02% Reduce -12.5% 1,137 $221K
Stratos Investment Management, LLC 0.01% Reduce -11.7% 1,133 $220K
Measured Wealth Private Client Group, LLC 0.07% Reduce -38.1% 1,129 $219K
ETF Store, Inc. 0.27% Add +0.2% 1,127 $219K
Kestra Investment Management, LLC 0.00% New 1,126 $218K
Silverleafe Capital Partners, LLC 0.07% New 1,126 $218K
Citizens Business Bank 0.05% Reduce -58.6% 1,122 $218K
Level Financial Advisors 0.07% New 1,118 $217K
Uniting Wealth Partners, LLC 0.11% New 1,117 $217K
Mustard Seed Financial, LLC 0.17% Add +0.2% 1,113 $216K
Wealthcare Capital Management LLC 0.02% New 1,111 $216K
FSM Wealth Advisors, LLC 0.05% New 1,103 $214K
V2 Financial group LLC 0.14% No change 1,100 $213K
Waterloo Capital, L.P. 0.02% New 1,100 $213K
Lee Danner & Bass Inc. 0.02% No change 1,095 $212K
SK Wealth Management, LLC 0.11% Add +0.4% 1,177 $212K
Triumph Capital Management 0.07% New 1,093 $212K
CX Institutional 0.01% New 1,094 $212K
Amarillo National Bank 0.04% No change 1,090 $211K
Obsidian Cio, LLC 0.03% Add +3.9% 1,088 $211K
First Financial Group Corp 0.24% No change 1,085 $210K
Core Wealth Partners LLC 0.12% No change 1,083 $210K
Stark Wealth Management LLC 2.16% No change 1,081 $210K
One Wealth Advisors, LLC 0.03% Reduce -1.8% 1,077 $209K
Clark Capital Management Group, Inc. 0.00% Reduce -45.1% 1,073 $208K
Lakeshore Financial Planning, Inc. 0.09% New 1,067 $207K
Red Door Wealth Management, LLC 0.03% No change 1,067 $207K
Clearwater Capital Advisors, LLC 0.02% No change 1,060 $206K
ORBA Wealth Advisors, L.L.C. 0.10% No change 1,059 $205K
Firethorn Wealth Partners, LLC 0.10% Add +3.0% 1,058 $205K
Full Sail Capital, LLC 0.01% No change 1,054 $204K
Guyasuta Investment Advisors Inc. 0.01% New 1,053 $204K
Advus Financial Partners, LLC 0.06% Add +0.1% 1,052 $204K
Godsey & Gibb, Inc. 0.02% Add +6.2% 1,050 $204K
Silvercrest Asset Management Group LLC 0.00% No change 1,050 $204K
US Financial Advisors, LLC 0.06% No change 1,049 $203K
Victory Financial Group, LLC 0.04% Reduce -3.2% 1,049 $203K
ArchPoint Investors 0.07% No change 1,043 $202K
Vantage Point Financial LLC 0.10% No change 1,041 $202K
Maltin Wealth Management, Inc. 0.09% Add +0.5% 1,040 $202K
Obermeyer Wealth Partners 0.01% Reduce -2.0% 1,040 $202K
Hibernia Wealth Partners, LLC 0.14% No change 1,039 $202K
Kieckhefer Group LLC 0.15% Add +15.1% 1,036 $201K
Marotta Asset Management 0.04% New 1,012 $200K
WPWealth LLP 0.04% Reduce -2.0% 1,033 $200K
Heritage Investment Group, Inc. 0.04% No change 1,033 $200K
Princeton Global Asset Management LLC 0.04% Reduce -0.3% 1,030 $200K
Accordant Advisory Group Inc 0.19% No change 1,013 $197K
Cloud Capital Management, LLC 0.14% — 1,006 $195K
First Financial Corp. 0.09% No change 1,000 $194K
Evelyn Partners Asset Management Ltd 0.05% Reduce -2.4% 990 $192K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Add +40.3% 972 $189K
Copia Wealth Management 0.17% No change 959 $186K
Foster Dykema Cabot & Partners, LLC 0.01% Reduce -11.2% 952 $185K
Coastline Trust Co 0.02% No change 934 $181K
PSI Advisors, LLC 0.06% No change 920 $178K
Roble, Belko & Company, Inc 0.03% No change 880 $171K
McIlrath & Eck, LLC 0.02% No change 861 $167K
Centennial Bank 0.08% No change 860 $167K
Main Management LLC 0.01% No change 833 $162K
Rialto Wealth Management, LLC 0.05% No change 831 $161K
Cornerstone Planning Group LLC 0.04% Add +431.3% 850 $158K
Millstone Evans Group, LLC 0.10% No change 798 $155K
Briaud Financial Planning Inc 0.06% No change 786 $152K
Syntax Research, Inc. 0.10% Add +0.5% 758 $147K
Cooksen Wealth, LLC 0.14% New 771 $141K
Rossby Financial, LCC 0.06% New 744 $140K
HWG Holdings LP 0.06% New 721 $140K
Moisand Fitzgerald Tamayo, LLC 0.02% Reduce -32.5% 717 $139K
Vestor Capital, LLC 0.01% Add +3.6% 714 $139K
Stelac Advisory Services LLC 0.06% No change 707 $137K
Elevation Wealth Partners, LLC 0.06% Reduce -49.8% 705 $137K
Brown, Lisle/Cummings, Inc. 0.04% No change 695 $135K
GeoWealth Management, LLC 0.01% Reduce -74.3% 674 $131K
Headlands Technologies LLC 0.01% Reduce -85.3% 653 $127K
Mb, Levis & Associates, LLC 0.06% Add +0.5% 652 $127K
Bellevue Asset Management, LLC 0.07% No change 630 $122K
Newton One Investments LLC 0.04% Add +0.5% 627 $122K
Winthrop Capital Management, LLC 0.03% No change 624 $121K
Tucker Asset Management LLC 0.04% No change 605 $117K
GoalVest Advisory LLC 0.03% No change 598 $116K
Salomon & Ludwin, LLC 0.01% Reduce -0.5% 593 $115K
MCF Advisors LLC 0.01% Reduce -10.3% 590 $114K
SJS Investment Consulting Inc. 0.02% Reduce -32.3% 586 $114K
Toronto Dominion Bank 0.00% No change 571 $111K
Alpine Bank Wealth Management 0.02% — 557 $108K
Fairway Wealth LLC 0.04% No change 540 $105K
Clearstead Trust, LLC 0.02% Reduce -2.2% 537 $104K
Evermay Wealth Management LLC 0.01% No change 534 $104K
True Wealth Design, LLC 0.04% Add +425.0% 525 $102K
Aventura Private Wealth, LLC 0.05% Reduce -17.7% 520 $101K
Truvestments Capital LLC 0.02% New 520 $101K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +779.7% 519 $101K
Avondale Wealth Management 0.06% No change 517 $100K
Toth Financial Advisory Corp. 0.01% No change 492 $95K
New Millennium Group LLC 0.06% New 473 $92K
Winch Advisory Services, LLC 0.02% Add +0.4% 456 $89K
Hexagon Capital Partners LLC 0.02% No change 450 $87K
REAP Financial Group, LLC 0.02% No change 446 $87K
Parkside Financial Bank & Trust 0.01% Add +452.5% 442 $86K
WFA Asset Management Corp 0.04% Reduce -1.3% 455 $83K
First Pacific Financial 0.02% Add +1625.0% 414 $80K
Davis Capital Management 0.06% Add +11.6% 414 $80K
Stuart Chaussee & Associates, Inc. 0.02% No change 410 $80K
10Elms LLP 0.09% No change 400 $78K
Knuff & Co LLC 0.03% New 400 $78K
Transce3nd, LLC 0.03% Reduce -38.1% 393 $76K
Fortitude Family Office, LLC 0.03% No change 392 $76K
Colonial Trust Advisors 0.01% Reduce -14.8% 363 $70K
Ameritas Investment Partners, Inc. 0.00% New 361 $70K
Founders Capital Management 0.04% No change 350 $68K
Tidemark, LLC 0.02% Reduce -36.8% 348 $68K
ZynergyRetirementPlanningLLC 0.05% New 338 $66K
FSA Wealth Management LLC 0.03% Add +0.3% 340 $66K
Atwood & Palmer Inc. 0.00% No change 336 $65K
Opal Wealth Advisors, LLC 0.02% New 335 $65K
Sittner & Nelson, LLC 0.03% Add +27.1% 328 $64K
Private Wealth Management Group, LLC 0.02% No change 320 $62K
Cypress Capital Management LLC (WY) 0.07% New 318 $62K
Eukles Asset Management 0.03% No change 314 $61K
SOA Wealth Advisors, LLC. 0.01% No change 313 $61K
Investors Research Corp 0.01% Reduce -9.4% 309 $60K
Valued Wealth Advisors LLC 0.04% Add +11.5% 300 $58K
Clarity Asset Management, Inc. 0.04% Add +332.4% 294 $57K
Spectrum Wealth Counsel, LLC 0.01% Reduce -8.4% 294 $57K
JDM Financial Group LLC 0.03% No change 293 $57K
Cary Street Partners Investment Advisory LLC 0.03% Reduce -0.3% 290 $56K
TOWER TRUST & INVESTMENT Co 0.04% — 288 $55K
Cornerstone National Bank & Trust Co 0.02% No change 280 $54K
WPG Advisers, LLC 0.05% Add +0.4% 280 $54K
Horrell Capital Management, Inc. 0.02% No change 274 $53K
Atlantic Private Wealth, LLC 0.04% Add +0.8% 267 $52K
Morton Brown Family Wealth, LLC 0.02% Add +0.4% 262 $51K
Core Alternative Capital 0.01% No change 261 $51K
Legacies Wealth LLC 0.04% No change 250 $48K
Valley Wealth Managers, Inc. 0.00% No change 245 $48K
Hara Capital LLC 0.03% No change 244 $47K
Dogwood Wealth Management LLC 0.02% No change 243 $47K
Rakuten Securities, Inc. 0.02% Add +197.4% 232 $45K
Creative Capital Management Investments LLC 0.02% No change 231 $45K
Horizons Wealth Management 0.03% No change 222 $43K
Bangor Savings Bank 0.00% No change 220 $43K
Promus Capital, LLC 0.03% No change 219 $42K
Beaird Harris Wealth Management, LLC 0.00% No change 209 $41K
CBIZ Investment Advisory Services, LLC 0.00% No change 208 $40K
Inlight Wealth Management, LLC 0.02% New 205 $40K
Global Trust Asset Management, LLC 0.02% No change 201 $39K
Cedar Mountain Advisors, LLC 0.01% Add +0.5% 201 $39K
Synergy Investment Management, LLC 0.02% No change 199 $39K
Flaharty Asset Management, LLC 0.01% New 198 $38K
Comprehensive Financial Planning, Inc. 0.04% No change 196 $38K
Proffitt & Goodson Inc. 0.01% New 196 $38K
New England Capital Financial Advisors LLC 0.02% No change 192 $37K
Graybill Wealth Management, LTD. 0.01% — 192 $37K
North Ridge Wealth Advisors, Inc. 0.02% Reduce -55.7% 191 $37K
GW&K Investment Management, LLC 0.00% New 190 $37K
Quest 10 Wealth Builders, Inc. 0.04% Reduce -2.6% 186 $36K
HighMark Wealth Management LLC 0.02% Add +0.5% 185 $36K
Painted Porch Advisors LLC 0.01% New 178 $35K
Longview Financial Advisors LLC 0.02% No change 175 $34K
Thompson Investment Management, Inc. 0.01% No change 175 $34K
Twin Lakes Capital Management, LLC 0.02% Reduce -68.0% 164 $32K
Safe Harbor Fiduciary, LLC 0.03% New 162 $31K
Anfield Capital Management, LLC 0.01% No change 160 $31K
WealthCollab, LLC 0.02% No change 148 $29K
Piscataqua Savings Bank 0.03% No change 148 $29K
Parkworth Wealth Management, Inc. 0.02% No change 141 $27K
1620 Investment Advisors, Inc. 0.02% No change 140 $27K
Y.D. More Investments Ltd 0.00% No change 136 $26K
Curio Wealth, LLC 0.01% Reduce -97.7% 3 $26K
Washington Trust Advisors, Inc. 0.00% No change 128 $25K
Nova Wealth Management, Inc. 0.02% Add +13.4% 127 $25K
Allianz SE 0.00% Reduce -71.9% 124 $24K
Bank of New Hampshire 0.01% Reduce -46.1% 117 $23K
Highline Wealth Partners LLC 0.01% No change 115 $22K
Milestone Investment Advisors LLC 0.01% No change 112 $22K
Clean Yield Group 0.01% No change 111 $22K
Hurley Capital, LLC 0.02% No change 107 $21K
American National Bank & Trust 0.00% No change 107 $21K
Tompkins Financial Corp. 0.00% Reduce -36.3% 107 $21K
CarsonAllaria Wealth Management, Ltd. 0.01% Add +0.9% 106 $21K
United Community Bank 0.01% No change 103 $20K
Horizon Investments, LLC 0.00% No change 103 $20K
Midwest Capital Advisors, LLC 0.01% No change 100 $19K
DiNuzzo Private Wealth, Inc. 0.00% No change 100 $19K
Cheviot Value Management, LLC 0.00% New 100 $19K
Barnes Dennig Private Wealth Management LLC 0.03% — 92 $18K
Chelsea Counsel Co. 0.01% No change 88 $17K
Keener Financial Planning LLC 0.01% New 90 $17K
Signature Resources Capital Management, LLC 0.01% No change 81 $16K
Kozak & Associates, Inc. 0.00% No change 81 $15K
Horizon Financial Services, LLC 0.01% No change 78 $15K
Navigoe, LLC 0.01% No change 69 $13K
Murphy & Mullick Capital Management Corp 0.01% No change 63 $12K
Kiker Wealth Management, LLC 0.01% New 63 $12K
Guardian Wealth Management, Inc. 0.01% No change 60 $12K
First Community Trust NA 0.01% New 60 $12K
Decker Retirement Planning Inc. 0.01% Reduce -83.5% 58 $11K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 55 $11K
Financial Gravity Asset Management, Inc. 0.00% — 55 $11K
Stone House Investment Management, LLC 0.00% New 54 $10K
Pinney & Scofield, Inc. 0.01% Add +2.0% 52 $10K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 46 $9K
Financial Network Wealth Advisors LLC 0.01% Reduce -90.7% 45 $9K
PayPay Securities Corp 0.46% Reduce -19.6% 41 $8K
Legacy Wealth Managment, LLC 0.01% No change 41 $8K
BankPlus Trust Department 0.00% No change 40 $8K
Bank & Trust Co 0.00% No change 30 $6K
Park Square Financial Group, LLC 0.00% No change 30 $6K
TFC Financial Management, Inc. 0.00% No change 30 $6K
Prudent Man Investment Management, Inc. 0.00% No change 22 $4K
Catherine Avery Investment Management LLC 0.00% No change 17 $3K
Ascentis Wealth Management, LLC 0.00% New 16 $3K
Peterson Wealth Services 0.00% No change 15 $3K
Activest Wealth Management 0.00% No change 15 $3K
Quent Capital, LLC 0.00% No change 14 $3K
Bernard Wealth Management Corp. 0.00% No change 13 $3K
LGT Financial Advisors LLC 0.01% No change 10 $2K
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 9 $2K
Tower Research Capital LLC (TRC) 0.00% Reduce -97.2% 9 $2K
MJT & Associates Financial Advisory Group, Inc. 0.00% — 8 $2K
Innovative Advisory Group, LLC 0.00% No change 8 $2K
Glass Jacobson Investment Advisors llc 0.00% No change 7 $1K
Fourth Dimension Wealth, LLC 0.00% No change 6 $1K
Covestor Ltd 0.00% No change 6 $1K
Vision Financial Markets LLC 0.00% New 5 $975
Gould Capital, LLC 0.00% No change 5 $970
High Note Wealth, LLC 0.00% No change 5 $970
Gold Investment Management Ltd. 0.00% Reduce -84.8% 5 $969
Investment Research & Advisory Group, Inc. 0.00% New 3 $582
Luminist Capital LLC 0.00% No change 2 $387
Bear Mountain Capital, Inc. 0.00% Reduce -71.4% 2 $380
ROSS\JOHNSON & Associates LLC 0.00% New 1 $194
Silicon Valley Capital Partners 0.00% Reduce -99.6% 1 $163
Country Trust Bank 0.00% Reduce -99.0% 1 $113

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