Vanguard Dividend Apprec ETFVIGETF

13F holders, Q2 2025 (June 30)
2,300holders +8
98new positions
78sold out
5famous investors
$204.01avg. 13F price*

At the end of Q2 2025, 2,300 institutions reported holding Vanguard Dividend Apprec ETF (VIG) in their 13F filings, up 8 from Q1 2025. 98 opened new positions and 78 sold out. The largest holders were Bank of America Corp. ($4.4B), Morgan Stanley ($2.6B) and Wells Fargo & Company ($2.2B). 5 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions98$119.1M
Exits78$231.7M

All 13F filers, Q1 2025 → Q2 2025: 7,517,928 shares bought and 4,337,191 shares sold, net +3,180,737 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,300 holders

Bank of America Corp. 0.35% Reduce -2.5% 21,321,144 $4.4B
Morgan Stanley 0.17% Add +1.1% 12,674,587 $2.6B
Wells Fargo & Company 0.48% Add +0.5% 10,672,568 $2.2B
Vanguard Group Inc. 0.03% Add +3.2% 10,483,137 $2.1B
Wealthfront Advisers LLC 4.79% Add +19.6% 9,089,642 $1.9B
UBS Group AG 0.28% Reduce -0.7% 6,554,712 $1.3B
LPL Financial LLC 0.45% Add +3.6% 6,509,697 $1.3B
Raymond James Financial Inc. 0.38% Add +0.7% 5,364,287 $1.1B
HB Wealth Management, LLC 8.54% Reduce -2.5% 5,215,607 $1.1B
Prudential Financial Inc. 1.08% Add +2.1% 4,068,122 $832.6M
Royal Bank of Canada 0.15% Add +3.6% 3,875,480 $793.2M
JPMorgan Chase & Co. 0.04% Reduce -0.7% 3,158,917 $646.5M
Commonwealth Equity Services, LLC 0.81% Reduce -1.0% 2,992,420 $612.5M
Ameriprise Financial Inc. 0.13% Add +1.0% 2,521,844 $515.6M
Envestnet Asset Management Inc. 0.14% Add +2.5% 2,367,587 $484.6M
HighTower Advisors, LLC 0.58% Add +3.5% 2,273,719 $465.4M
Signaturefd, LLC 7.09% Add +3.5% 2,031,392 $415.8M
Osaic Holdings, Inc. 0.58% Add +10.4% 1,597,309 $327.0M
Modera Wealth Management, LLC 3.92% Add +4.7% 1,547,972 $316.8M
Northwestern Mutual Wealth Management Co. 0.23% Add +5.1% 1,521,216 $311.3M
Wealth Enhancement Advisory Services, LLC 0.51% Add +4.6% 1,478,914 $307.3M
Mariner, LLC 0.42% Reduce -1.4% 1,407,483 $288.1M
Jones Financial Companies LLLP 0.22% Add +27.3% 1,395,581 $284.6M
Joel Isaacson & Co., LLC 10.60% Add +2.5% 1,273,264 $260.6M
Howard Capital Management, LLC 3.79% Add +1.9% 1,231,457 $253.1M
Captrust Financial Advisors 0.56% Add +4.2% 1,217,884 $249.3M
Trust Point Inc. 22.88% Add +0.5% 1,185,403 $242.6M
Bank of New York Mellon Corp 0.04% Reduce -1.9% 1,116,169 $228.4M
Creative Planning 0.19% Reduce -1.4% 1,092,441 $223.6M
Stifel Financial Corp. 0.21% Add +0.5% 1,062,540 $217.5M
Manufacturers Life Insurance Company, The 0.19% Add +2.7% 1,002,520 $205.2M
Cetera Investment Advisers 0.35% Add +14.9% 999,945 $204.7M
Aspiriant, LLC 6.27% Add +1.0% 964,064 $197.3M
MAI Capital Management 1.34% Add +1.3% 943,374 $193.1M
Waverly Advisors, LLC 2.06% Add +3.0% 917,465 $187.8M
Cambridge Investment Research Advisors, Inc. 0.57% Add +1.2% 911,551 $186.6M
Brown Advisory Inc. 0.24% Add +12.9% 894,156 $183.0M
Truist Financial Corp. 0.26% Reduce -4.0% 863,502 $176.7M
Corient Private Wealth LP 0.23% Reduce -3.2% 835,400 $171.0M
Bank of Montreal 0.09% Reduce -0.5% 818,957 $167.6M
Rockefeller Capital Management L.P. 0.34% Reduce -0.1% 735,554 $152.8M
Nicholas Hoffman & Company, LLC. 3.93% Reduce -0.0% 742,528 $152.0M
Goldman Sachs Group Inc. 0.02% Add +0.9% 730,246 $149.5M
Confluence Wealth Services, Inc. 7.72% Add +4.7% 691,674 $141.6M
Focus Partners Wealth 0.29% Add +10.5% 657,243 $134.5M
Cerity Partners LLC 0.24% Add +3.2% 651,453 $133.3M
Baird Financial Group, Inc. 0.23% Add +6.7% 650,338 $133.1M
Northeast Financial Consultants Inc 5.40% Add +1.0% 645,156 $132.0M
DAVENPORT & Co LLC 0.73% Add +4.2% 643,341 $131.7M
Cresset Asset Management, LLC 0.66% Reduce -5.0% 639,749 $131.5M
Robertson Stephens Wealth Management, LLC 4.54% Reduce -4.1% 637,496 $131.0M
Blair William & Co. 0.36% Reduce -1.0% 635,523 $130.1M
Private Advisor Group, LLC 0.68% Add +2.2% 616,892 $126.3M
Glenmede Investment Management, LP 0.62% — 600,261 $122.9M
MML Investors Services, LLC 0.34% Add +3.3% 583,059 $119.3M
Janney Montgomery Scott LLC 0.29% Add +0.9% 547,347 $112.0M
Fifth Third Bancorp 0.37% Reduce -2.1% 523,458 $107.1M
Sanctuary Advisors, LLC 0.63% Add +1.1% 500,596 $102.5M
Mercer Global Advisors Inc. 0.22% Add +5.4% 470,633 $96.3M
TD Private Client Wealth LLC 2.32% Add +1.3% 461,990 $94.6M
&partners 0.73% Add +13.3% 461,610 $94.5M
Stokes Family Office, LLC 9.62% Reduce -9.0% 448,160 $91.7M
Franklin Resources Inc. 0.02% Reduce -2.1% 442,169 $90.5M
Steward Partners Investment Advisory, LLC 0.68% Add +5.2% 426,536 $87.3M
Haverford Trust Co 0.83% Add +3.6% 425,568 $87.1M
FMR LLC 0.00% Add +5.2% 403,546 $82.6M
Park Avenue Securities LLC 0.68% New 359,315 $73.5M
Systematic Alpha Investments, LLC 2.57% No change 353,000 $72.2M
Kestra Advisory Services, LLC 0.35% Reduce -11.2% 351,636 $72.0M
PNC Financial Services Group, Inc. 0.05% Add +13.1% 348,330 $71.3M
Hubbell Strickland Wealth Management, LLC 31.41% Reduce -0.7% 347,959 $71.2M
CW Advisors, LLC 0.69% Add +3.1% 346,053 $70.8M
Ieq Capital, LLC 0.43% Reduce -1.2% 342,646 $70.1M
Enclave Advisors LLC 10.95% Reduce -10.4% 331,192 $67.8M
360 Financial, Inc. 21.39% Add +3.5% 331,166 $67.8M
NewEdge Advisors, LLC 0.34% Add +2.9% 326,402 $66.8M
Paragon Capital Management Ltd 12.19% Reduce -2.3% 324,693 $66.5M
Performance Wealth Partners, LLC 2.12% Add +0.9% 324,150 $66.3M
Brookstone Capital Management 0.82% Reduce -1.1% 305,764 $62.6M
Baltimore-Washington Financial Advisors, Inc. 2.85% Add +2.2% 299,135 $61.2M
Berkshire Money Management, Inc. 6.12% Add +0.2% 284,097 $58.1M
Advisor OS, LLC 5.62% Add +1.4% 279,204 $57.1M
Beacon Pointe Advisors, LLC 0.60% Reduce -0.2% 278,828 $57.1M
MJP Associates Inc. 8.34% Add +3.1% 274,684 $56.2M
PDS Planning, Inc 4.15% Add +1.5% 271,783 $55.6M
Provenance Wealth Advisors, LLC 7.99% Reduce -15.7% 271,636 $55.6M
Resonant Capital Advisors, LLC 3.53% Add +3.5% 269,307 $55.3M
Planning Alternatives Ltd. 7.62% Add +0.7% 267,604 $54.8M
Equitable Holdings, Inc. 0.45% Add +8.6% 265,569 $54.4M
Pathstone Holdings, LLC 0.21% Add +60.6% 369,667 $53.8M
US Bancorp \de 0.07% Add +9.3% 257,907 $52.8M
Evensky & Katz LLC 3.20% Reduce -0.5% 255,948 $52.4M
Wealth Architects, LLC 5.19% Add +5.0% 249,760 $51.1M
Sequoia Financial Advisors, LLC 0.35% Add +29.7% 249,241 $51.0M
GLOBALT Investments LLC / GA 1.94% Reduce -3.7% 247,352 $50.6M
Principle Wealth Partners LLC 3.12% Add +0.3% 243,543 $49.8M
Buska Wealth Management, LLC 13.30% Add +2.6% 237,865 $48.7M
Avantax Planning Partners, Inc. 1.54% Add +39.0% 237,140 $48.5M
New England Private Wealth Advisors LLC 6.95% Add +0.3% 228,833 $47.5M
Rational Advisors, Inc. 4.87% Reduce -2.4% 229,140 $46.9M
Northern Trust Corp. 0.01% Reduce -0.5% 226,531 $46.4M
Noble Family Wealth, LLC 10.92% Add +6.0% 218,291 $44.7M
Intellus Advisors LLC 6.61% Add +1.6% 216,854 $44.4M
E&G Advisors, LLC 10.82% Reduce -0.1% 204,139 $41.7M
Ballentine Partners, LLC 0.62% Add +2.4% 201,991 $41.3M
American Financial Advisors, LLC 5.71% Reduce -2.5% 199,709 $40.9M
Frazier Financial Advisors, LLC 28.62% Add +2.6% 198,187 $40.6M
Capital Advisors Wealth Management, LLC 6.31% Add +3.4% 196,169 $40.1M
Connecticut Wealth Management, LLC 1.89% Reduce -1.2% 194,291 $39.8M
Mesirow Financial Investment Management, Inc. 0.77% Add +3.1% 193,816 $39.7M
TD Capital Management LLC 3.69% Reduce -1.4% 191,155 $39.1M
Kohmann Bosshard Financial Services, LLC 4.34% Add +0.0% 190,134 $38.9M
Mosaic Advisors LLC 56.45% Reduce -3.3% 187,854 $38.4M
Avantax Advisory Services, Inc. 0.21% Add +4.0% 185,215 $37.9M
Howard Financial Services, LTD. 4.97% Reduce -0.6% 184,727 $37.8M
D.A. Davidson & Co. 0.26% Add +2.1% 182,747 $37.4M
Prime Capital Investment Advisors, LLC 0.50% Reduce -11.0% 182,703 $37.4M
Citigroup Inc. 0.03% Add +3.5% 182,691 $37.4M
Eclectic Associates Inc. 8.12% Add +2.4% 182,497 $37.4M
Florida Trust Wealth Management Co 1.14% Add +2.0% 181,666 $37.2M
Arlington Trust Co LLC 7.25% Reduce -1.2% 181,417 $37.1M
Laurel Wealth Advisors LLC 5.32% Add +1.7% 173,702 $35.6M
Atria Wealth Solutions, Inc. 0.80% Reduce -49.5% 172,024 $35.4M
Old Mission Investment Co LLC 9.64% Add +2.4% 171,804 $35.2M
Evoke Wealth, LLC 0.81% Add +0.4% 168,449 $34.6M
Prodigy Asset Management LLC 22.57% Add +7.2% 168,352 $34.5M
Baron Silver Stevens Financial Advisors, LLC 5.49% Reduce -1.7% 167,406 $34.3M
Oak Hill Wealth Advisors, LLC 7.08% Add +5.0% 165,785 $34.1M
Diversified Trust Co. 0.76% Add +2.8% 166,517 $34.1M
M&T Bank Corp 0.12% Reduce -2.9% 166,446 $34.1M
Human Investing LLC 5.26% Add +0.4% 163,236 $33.4M
West Paces Advisors Inc. 7.09% Add +6.6% 162,798 $33.3M
Concurrent Investment Advisors, LLC 0.64% Add +117.3% 161,657 $33.1M
Retirement Planning Group, LLC 1.41% Reduce -11.3% 161,534 $33.1M
EP Wealth Advisors, LLC 0.22% Add +13.2% 160,228 $32.8M
FIDELIS iM, LLC 14.57% Reduce -0.6% 160,058 $32.8M
Investment Advisory Services Inc. /TX 10.80% Add +4.2% 158,241 $32.4M
Allworth Financial LP 0.15% Add +9.2% 156,340 $32.0M
Valmark Advisers, Inc. 0.43% Add +2.6% 152,102 $31.1M
Capital Advisors, Ltd. LLC 3.81% Reduce -2.8% 150,712 $30.8M
First Manhattan Co. Llc. 0.09% Reduce -0.0% 149,244 $30.7M
Cornerstone Advisory, LLC 3.29% Add +1.4% 149,861 $30.7M
Advisory Alpha, LLC 0.95% Add +4.5% 148,913 $30.5M
Seneca Financial Advisors LLC 11.64% Add +0.6% 147,516 $30.2M
Novem Group 3.79% Reduce -12.3% 146,012 $29.9M
Studio Investment Management LLC 5.99% Add +0.6% 145,259 $29.9M
Betterment LLC 0.06% Add +7.9% 143,685 $29.4M
Crews Bank & Trust 4.62% Add +5.5% 143,351 $29.3M
Firestone Capital Management 6.82% Reduce -0.8% 141,553 $29.0M
ProVise Management Group, LLC 2.24% Reduce -2.2% 138,385 $28.3M
True Link Financial Advisors, LLC 1.95% Add +12054.5% 138,197 $28.3M
Crane Advisory, LLC 4.60% Reduce -5.6% 134,724 $27.7M
Agf Management Ltd. 0.13% Reduce -0.9% 133,496 $27.3M
Aurdan Capital Management, LLC 9.28% Add +21.3% 133,018 $27.2M
Clearstead Advisors, LLC 0.38% Add +1.9% 132,545 $27.1M
SCS Capital Management LLC 0.30% Add +4.9% 131,887 $27.1M
Klaas Financial Asset Advisors, LLC 4.24% Add +1.9% 130,814 $26.8M
Scotia Capital Inc. 0.12% Add +0.5% 128,998 $26.4M
MTM Financial Group, LLC 14.26% Add +1.6% 128,269 $26.3M
KilterHowling LLC 15.64% Add +1.6% 128,232 $26.2M
Northeast Investment Management 1.11% Reduce -1.1% 127,523 $26.1M
J.W. Cole Advisors, Inc. 0.55% Add +92.9% 126,875 $26.0M
Mutual Advisors, LLC 0.64% Reduce -1.5% 122,393 $25.6M
Lodestar Private Asset Management LLC 2.93% Reduce -1.2% 124,153 $25.4M
Granite FO LLC 14.39% Reduce -5.0% 124,149 $25.4M
Compton Wealth Advisory Group, LLC 6.42% Add +1.0% 124,092 $25.4M
JT Stratford LLC 3.86% Add +14.9% 124,045 $25.4M
Two Sigma Investments, LP 0.05% Reduce -15.6% 123,503 $25.3M
McCarthy Asset Management, Inc. 16.94% Reduce -1.8% 121,836 $24.9M
Cary Street Partners Financial LLC 0.70% Add +452.5% 121,704 $24.9M
Select Asset Management & Trust 8.52% Reduce -0.7% 121,513 $24.9M
Graves Light Lenhart Wealth, Inc. 2.85% Reduce -1.5% 117,041 $24.0M
Montag A & Associates Inc. 1.16% Reduce -2.1% 115,425 $23.7M
National Bank of Canada 0.03% Add +21.3% 115,930 $23.7M
AMG National Trust Bank 0.62% Add +1.7% 115,669 $23.7M
Stratos Wealth Partners, LTD. 0.32% Add +14.2% 115,054 $23.5M
Americana Partners, LLC 0.81% Add +27.3% 115,018 $23.5M
Compass Financial Group, INC 3.85% Add +1.2% 114,631 $23.5M
Stephens Inc. 0.32% Reduce -30.7% 114,207 $23.4M
Wharton Business Group, LLC 0.99% Reduce -1.1% 114,183 $23.4M
Capital Advantage, Inc. 3.68% Reduce -4.6% 113,525 $23.2M
Ariston Services Group 16.35% No change 112,352 $23.0M
Coldstream Capital Management Inc. 0.38% Add +3.1% 112,241 $23.0M
Consolidated Capital Management, LLC 8.14% Add +6.2% 110,034 $22.5M
Wealthcare Advisory Partners LLC 0.51% Add +29.9% 109,846 $22.5M
Citadel Advisors 0.02% Add +1076.2% 108,578 $22.2M
Goepper Burkhardt LLC 8.18% Add +1.9% 108,447 $22.2M
Tradition Wealth Management, LLC 1.77% Add +1.8% 108,305 $22.2M
CENTRAL TRUST Co 0.51% Reduce -5.8% 108,281 $22.2M
EverSource Wealth Advisors, LLC 1.00% Reduce -7.1% 107,971 $22.1M
NewEdge Wealth, LLC 0.34% Add +0.2% 106,093 $21.9M
Nikulski Financial, Inc. 5.91% Reduce -0.2% 105,523 $21.6M
Carnegie Investment Counsel 0.43% Add +3.3% 104,650 $21.4M
Western Wealth Management, LLC 1.27% Add +1.0% 104,423 $21.4M
SBI Securities Co., Ltd. 0.61% Add +0.2% 104,387 $21.4M
OneDigital Investment Advisors LLC 0.24% Add +2.6% 104,163 $21.3M
Integrated Advisors Network LLC 0.96% Reduce -0.5% 104,010 $21.3M
Prepared Retirement Institute LLC 12.47% Reduce -2.3% 103,377 $21.2M
Family CFO Inc 10.53% Add +1.1% 102,772 $21.0M
Comerica Bank 0.08% Reduce -4.2% 102,728 $21.0M
Fusion Capital, LLC 7.19% Add +1.0% 102,698 $21.0M
Vestmark Advisory Solutions, Inc. 0.30% Add +119.7% 102,652 $21.0M
AQR Capital Management 0.02% Add +35.1% 102,484 $21.0M
SouthState Bank Corp 0.91% Reduce -1.5% 101,971 $20.9M
National Philanthropic Trust 0.28% No change 101,722 $20.8M
Jackson, Grant Investment Advisers, Inc. 7.64% Add +2.8% 101,630 $20.8M
Cwm, LLC 0.07% Reduce -5.9% 100,926 $20.7M
GEN Financial Management, INC. 16.85% Reduce -28.7% 100,550 $20.6M
Pinnacle Financial Partners Inc 0.43% Add +99.4% 100,645 $20.6M
IFP Advisors, Inc 0.58% Add +5.4% 99,562 $20.4M
JNBA Financial Advisors 1.96% Reduce -2.6% 99,431 $20.4M
Burns J W & Co. Inc. 2.47% Add +7.6% 99,413 $20.3M
Annex Advisory Services, LLC 0.49% Reduce -8.4% 99,004 $20.3M
Rwa Wealth Partners, LLC 0.25% Reduce -3.8% 98,816 $20.2M
Associated Banc-Corp 0.57% Reduce -3.9% 98,546 $20.2M
Romano Brothers and Company 2.49% Add +2.7% 98,293 $20.1M
Roof Eidam Maycock Peralta, LLC 4.96% Reduce -8.3% 98,242 $20.1M
Clarity Wealth Advisors, LLC 4.96% Add +2.6% 98,217 $20.1M
Family Manage LLC 3.03% Reduce -0.9% 97,401 $19.9M
Beacon Investment Advisory Services, Inc. 0.88% Add +5.6% 97,395 $19.9M
Focus Financial Network, Inc. 0.79% Reduce -1.3% 96,855 $19.9M
LM Advisors LLC 2.58% Add +0.5% 97,238 $19.9M
Lido Advisors, LLC 0.10% Add +8.0% 96,129 $19.8M
Cornerstone Wealth Management, LLC 1.20% Add +2.8% 96,454 $19.7M
Snowden Capital Advisors LLC 0.58% Add +0.3% 95,438 $19.6M
CreativeOne Wealth, LLC 0.51% Add +0.3% 95,162 $19.5M
Addison Advisors LLC 4.86% Add +1.4% 95,069 $19.5M
DDFG, Inc 4.78% Add +4.7% 92,874 $19.0M
Mittelman Wealth Management 16.02% Reduce -1.3% 92,702 $19.0M
Snider Financial Group 5.43% Add +1.8% 92,042 $18.8M
Venture Visionary Partners LLC 0.71% Add +2.2% 91,704 $18.8M
McCarthy & Cox 4.87% Reduce -1.1% 90,829 $18.6M
FAS Wealth Partners, Inc. 1.37% Add +1.4% 90,445 $18.5M
Whitegate Investment Counselors, Inc. 6.24% Add +0.6% 89,755 $18.4M
Coston, McIsaac & Partners 4.74% Add +1.1% 89,412 $18.3M
Cahill Financial Advisors Inc. 2.25% Reduce -1.6% 88,758 $18.2M
Cascades Capital Asset Management, LLC 9.44% Add +17.9% 88,225 $18.1M
Sound View Wealth Advisors Group, LLC 1.33% Reduce -4.0% 87,969 $18.0M
Gladstone Institutional Advisory LLC 0.74% Add +8.2% 87,842 $18.0M
Curi Capital, LLC 0.34% Add +37.9% 87,311 $17.9M
Flagship Harbor Advisors, LLC 0.84% Reduce -1.8% 87,041 $17.8M
Forbes J M & Co. LLP 1.63% Add +1.0% 87,001 $17.8M
CM Wealth Advisors LLC 5.20% Reduce -0.2% 86,144 $17.7M
Smith, Moore & Co. 1.48% Reduce -1.5% 86,281 $17.7M
Hanover Advisors Inc. 7.20% Reduce -1.6% 86,213 $17.6M
Citizens Financial Group Inc. 0.28% Add +5.8% 85,404 $17.6M
Bridgewater Advisors Inc. 1.33% Add +131.5% 83,780 $17.5M
Kingsview Wealth Management, LLC 0.29% Reduce -1.0% 84,423 $17.3M
Great Valley Advisor Group, Inc. 0.38% Add +2.2% 84,002 $17.2M
Hapanowicz & Associates Financial Services, Inc 8.64% Add +0.5% 83,588 $17.1M
Quantinno Capital Management LP 0.07% Add +31.5% 83,477 $17.1M
Natixis Advisors, LLC 0.03% Add +14.1% 83,384 $17.1M
Drucker Wealth 3.0, LLC 3.29% Reduce -13.6% 82,331 $17.0M
CRA Financial Services, LLC 2.58% Reduce -0.6% 82,446 $16.9M
Carr Financial Group Corp 4.96% Add +3.6% 82,138 $16.8M
Main Street Financial Solutions, LLC 1.22% Add +5.3% 82,061 $16.8M
Rothschild Investment LLC 1.04% Reduce -0.8% 81,149 $16.6M
Amara Financial, Llc. 14.50% Add +1.2% 80,453 $16.5M
Wheelhouse Advisory Group LLC 8.06% Add +3.9% 79,912 $16.4M
Onyx Bridge Wealth Group LLC 2.16% Reduce -2.6% 79,847 $16.3M
Mission Wealth Management, LP 0.36% Add +37.0% 79,512 $16.3M
Kitching Partners, LLC 16.52% Add +5.7% 79,259 $16.2M
Journey Advisory Group, LLC 1.26% Add +4.5% 79,212 $16.2M
Martel Wealth Advisors LLC 3.00% Add +2.1% 79,110 $16.2M
D.B. Root & Company, LLC 4.76% Reduce -3.9% 78,842 $16.1M
Asset Management Group, Inc. 2.80% Reduce -0.9% 78,564 $16.1M
HBK Sorce Advisory LLC 0.43% Add +4.3% 78,103 $16.0M
Farther Finance Advisors, LLC 0.32% Add +48.1% 78,098 $16.0M
Smith Anglin Financial, LLC 1.45% Reduce -5.0% 78,064 $16.0M
Flywheel Private Wealth LLC 12.82% Add +0.3% 78,055 $16.0M
Aptus Capital Advisors, LLC 0.16% Add +0.8% 77,872 $15.9M
Zions Bancorporation, National Association 0.84% Add +9.7% 76,601 $15.7M
Synovus Financial Corp. 0.19% Add +17.4% 76,325 $15.6M
Wealthspire Advisors, LLC 0.09% Reduce -1.2% 76,078 $15.6M
Toronto Dominion Bank 0.03% Add +13147.8% 75,645 $15.5M
High Net Worth Advisory Group LLC 4.07% Add +0.9% 75,188 $15.4M
Vise Technologies, Inc. 0.63% — 74,984 $15.3M
Family Investment Center, Inc. 3.44% Reduce -3.4% 74,135 $15.2M
Employees' Retirement Fund of the City of Fort Worth 6.92% No change 78,051 $15.1M
Motive Wealth Advisors 6.87% Add +9.0% 73,752 $15.1M
Visionary Wealth Advisors 0.77% Add +0.2% 73,727 $15.1M
Strategies Wealth Advisors, LLC 1.65% Add +31.6% 73,669 $15.1M
Cozad Asset Management Inc. 1.30% Reduce -0.3% 72,750 $14.9M
Kraft, Davis & Associates, LLC 4.07% Add +4.0% 71,165 $14.9M
Merit Financial Group, LLC 0.16% Add +9.9% 71,925 $14.7M
HHM Wealth Advisors, LLC 1.74% Add +5.4% 71,653 $14.7M
Accretive Wealth Partners, LLC 4.79% Add +3.0% 71,396 $14.6M
FRG Family Wealth Advisors LLC 2.53% Reduce -1.8% 71,214 $14.6M
Dakota Wealth Management 0.31% Add +1.7% 70,963 $14.5M
Kestra Private Wealth Services, LLC 0.21% Add +6.3% 70,531 $14.4M
Focus Partners Advisor Solutions, LLC 0.19% Reduce -1.8% 70,394 $14.4M
Peterson Wealth Management 8.53% Add +80.7% 70,314 $14.4M
Aspen Grove Capital, LLC 2.44% Reduce -8.5% 69,800 $14.3M
Tyche Wealth Partners LLC 2.85% Reduce -22.3% 69,366 $14.2M
CIBC Private Wealth Group LLC 0.03% Reduce -3.0% 69,212 $14.2M
Advisory Services Network, LLC 0.23% Add +2.5% 68,379 $14.1M
Ancora Advisors LLC 0.29% Add +7.3% 68,583 $14.0M
Syon Capital LLC 0.93% Reduce -10.2% 68,581 $14.0M
Evergreen Capital Management LLC 0.42% Add +2.3% 68,243 $14.0M
Apollon Financial, LLC 2.93% Add +3.5% 68,254 $14.0M
Planning Directions Inc. 7.85% Reduce -3.9% 68,159 $14.0M
Circle Wealth Management, LLC 0.31% No change 67,300 $13.8M
Global Retirement Partners, LLC 0.34% — 66,608 $13.6M
Pettyjohn, Wood & White, Inc. 2.43% Reduce -0.6% 66,579 $13.6M
Mosaic Financial Group, LLC 10.37% No change 66,199 $13.5M
Whittier Trust Co. 0.16% Reduce -1.8% 65,929 $13.5M
Mgo One Seven LLC 0.43% Add +1.0% 65,738 $13.5M
Perigon Wealth Management, LLC 0.31% Add +1.2% 65,364 $13.4M
Patriot Investment Management Group, Inc. 0.92% Reduce -1.0% 65,215 $13.3M
Integral Investment Advisors, Inc. 3.81% Reduce -0.6% 65,161 $13.3M
Old National Bancorp 0.24% Reduce -6.3% 64,982 $13.3M
Country Club Bank 0.83% Reduce -3.2% 65,089 $13.3M
NWF Advisory Services Inc. 1.58% Add +2.2% 64,805 $13.3M
Oppenheimer & Co. Inc. 0.17% Add +5.9% 64,493 $13.2M
Oak Harvest Investment Services 1.65% Reduce -2.3% 64,413 $13.2M
Paradigm Capital Management, LLC 13.15% Reduce -5.0% 64,154 $13.1M
JFS Wealth Advisors, LLC 0.83% Reduce -1.6% 64,003 $13.1M
Signature Estate & Investment Advisors LLC 0.30% Reduce -0.9% 63,424 $13.0M
WASHINGTON TRUST Co 0.46% Add +6.8% 63,157 $12.9M
Meridian Wealth Advisors, LLC 2.03% Add +1.2% 62,819 $12.9M
Flputnam Investment Management Co. 0.22% Add +3.5% 62,792 $12.9M
Trek Financial, LLC 0.86% Add +9.7% 62,684 $12.8M
Moneta Group Investment Advisors LLC 0.15% Add +0.3% 62,543 $12.8M
Composition Wealth, LLC 0.21% Reduce -7.5% 62,373 $12.8M
Strategic Financial Concepts, LLC 1.78% Reduce -0.7% 61,920 $12.7M
Apella Capital, LLC 0.34% Reduce -2.4% 60,690 $12.5M
Leavell Investment Management, Inc. 0.56% Reduce -0.8% 60,958 $12.5M
Evergreen Wealth Management, LLC 7.02% Reduce -1.3% 61,168 $12.5M
M3 Advisory Group, LLC 8.63% Add +1.9% 60,938 $12.5M
Allred Capital Management, LLC 4.66% Add +2.5% 60,930 $12.5M
Essex Financial Services, Inc. 0.82% Add +5.6% 60,883 $12.5M
Transcend Capital Advisors, LLC 0.97% Reduce -3.5% 60,836 $12.5M
Chatham Capital Group, Inc. 1.90% Reduce -2.8% 60,810 $12.4M
Bryn Mawr Trust Advisors, LLC 0.68% Reduce -1.4% 60,774 $12.4M
Garde Capital, Inc. 0.66% No change 60,571 $12.4M
Mather Group, Llc. 0.13% Reduce -3.3% 60,567 $12.4M
Mendel Capital Management LLC 7.07% Reduce -3.2% 60,546 $12.4M
SimpliFi, Inc. 5.41% Add +0.0% 59,939 $12.3M
LS Investment Advisors, LLC 1.79% Reduce -2.8% 59,897 $12.3M
Rehmann Capital Advisory Group 0.74% Add +0.6% 59,835 $12.2M
Advisors Preferred, LLC 2.00% Add +11.5% 58,967 $12.2M
Sebold Capital Management, Inc. 7.37% Add +5.1% 58,419 $12.0M
Interactive Financial Advisors, Inc. 5.82% Reduce -1.0% 58,325 $11.9M
First Horizon Advisors, Inc. 0.31% Add +11.1% 58,322 $11.9M
Destiny Wealth Partners, LLC 1.60% Reduce -0.1% 58,122 $11.9M
TD Waterhouse Canada Inc. 0.08% Reduce -1.3% 57,392 $11.8M
Johnson Investment Counsel Inc. 0.11% Reduce -0.9% 57,695 $11.8M
Parallel Advisors, LLC 0.24% Reduce -0.3% 57,579 $11.8M
Spirepoint Private Client, LLC 1.32% Add +169.2% 57,173 $11.7M
United Capital Financial Advisors, LLC 0.09% Reduce -0.8% 56,686 $11.6M
Harbour Investments, Inc. 0.29% Reduce -0.2% 56,682 $11.6M
Cerro Pacific Wealth Advisors LLC 3.21% Add +6.0% 56,399 $11.5M
Global Wealth Strategies & Associates 3.30% Add +8.9% 56,302 $11.5M
Global Wealth Management, LLC 6.29% Add +1.6% 55,605 $11.5M
Bradley Foster & Sargent Inc. 0.18% Add +14.8% 56,018 $11.5M
WealthShield Partners, LLC 1.38% Add +1.1% 55,764 $11.4M
Cascade Wealth Advisors, Inc 6.42% Add +18.7% 54,864 $11.4M
Segment Wealth Management, LLC 0.72% Add +0.3% 55,519 $11.4M
Fulton Breakefield Broenniman LLC 0.76% Add +3.5% 55,146 $11.3M
Capital Investment Advisors, LLC 0.20% Add +0.6% 55,037 $11.3M
Stratos Wealth Advisors, LLC 0.59% Add +0.9% 54,875 $11.2M
Pecaut & Co. 3.72% Add +1.7% 54,747 $11.2M
Rooted Wealth Advisors, Inc. 3.87% Add +2.1% 54,313 $11.2M
Boston Family Office LLC 0.74% Add +3.0% 54,638 $11.2M
Whittier Trust Co. of Nevada Inc. 0.25% Reduce -2.9% 54,570 $11.2M
Websterrogers Financial Advisors, LLC 3.54% Add +7.3% 54,360 $11.1M
Regal Investment Advisors LLC 0.83% Add +1.3% 54,145 $11.1M
CWS Financial Advisors, LLC 3.21% Add +9.4% 53,974 $11.0M
Capital Analysts, LLC 0.37% Add +0.9% 53,774 $11.0M
Bessemer Group Inc. 0.02% Reduce -6.5% 53,414 $10.9M
Mirae Asset Global Investments Co., Ltd. 0.04% Reduce -3.1% 53,053 $10.9M
Safir Wealth Advisors, LLC 7.93% Add +1.7% 52,817 $10.8M
VPR Management LLC 5.06% No change 52,630 $10.8M
Strategic Blueprint, LLC 0.53% Reduce -4.8% 52,575 $10.8M
White Lighthouse Investment Management Inc. 1.73% Add +1.6% 51,844 $10.6M
Gotham Asset Management 0.06% Add +5.3% 51,520 $10.5M
Blackston Financial Advisory Group, LLC 6.56% Reduce -5.4% 51,261 $10.5M
CVA Family Office, LLC 1.47% Add +6.1% 51,218 $10.5M
Bigelow Investment Advisors, LLC 4.61% Reduce -0.1% 51,101 $10.5M
Crestwood Advisors Group, LLC 0.19% Reduce -0.8% 51,041 $10.4M
Dagco, Inc. 2.90% Add +8.7% 50,810 $10.4M
Conquis Financial LLC 10.09% Add +222.2% 50,555 $10.4M
Choate Investment Advisors 0.22% Add +2.3% 50,584 $10.4M
Forvis Mazars Wealth Advisors, LLC 0.22% Add +0.7% 50,295 $10.3M
Modern Wealth Management, LLC 0.25% Add +4.4% 50,284 $10.3M
Spreng Capital Management, Inc. 4.34% Add +2.8% 49,913 $10.2M
Allen Investment Management, LLC 0.11% Add +21.0% 49,285 $10.1M
NorthRock Partners, LLC 0.26% Add +22.7% 48,825 $10.0M
IFG Advisory, LLC 0.50% Reduce -1.1% 49,022 $10.0M
Yukon Wealth Management, Inc. 3.58% Add +23.9% 48,950 $10.0M
Security Financial Services, INC. 1.77% Reduce -0.5% 48,937 $10.0M
Sandy Cove Advisors, LLC 3.59% Reduce -5.4% 48,602 $9.9M
Integrated Wealth Concepts LLC 0.10% Add +14.2% 48,448 $9.9M
Savant Capital, LLC 0.07% Add +3.8% 47,890 $9.8M
Thomasville National Bank 0.67% Reduce -8.4% 47,787 $9.8M
Western Pacific Wealth Management, LP 9.31% Add +12.5% 47,452 $9.7M
Integrated Capital Management, Inc. 7.36% Reduce -1.4% 47,259 $9.7M
Titan Global Capital Management USA LLC 1.52% Add +27.6% 47,240 $9.7M
Wimmer Associates 1, LLC 4.93% Reduce -0.8% 47,070 $9.6M
Financial Advisory Partners, LLC 3.01% Add +13.3% 46,841 $9.6M
Mycio Wealth Partners, LLC 2.21% Add +0.9% 46,727 $9.6M
Brown Brothers Harriman & Co. 0.06% Add +9.7% 46,730 $9.6M
Woodmont Investment Counsel LLC 0.63% Add +3.3% 46,551 $9.5M
West Financial Advisors, LLC 1.64% Reduce -0.9% 46,172 $9.5M
Financial Perspectives, Inc 2.85% Add +7.2% 46,121 $9.4M
Sandbox Financial Partners, LLC 2.97% Reduce -0.6% 45,959 $9.4M
Castlekeep Investment Advisors LLC 4.57% Add +0.8% 45,631 $9.3M
Gilliland Jeter Wealth Management LLC 3.04% Reduce -0.1% 45,612 $9.3M
SPC Financial, Inc. 0.78% Reduce -1.5% 45,395 $9.3M
Cascade Financial Partners, LLC 1.11% Add +0.9% 45,225 $9.3M
180 Wealth Advisors, LLC 1.29% Reduce -1.6% 44,987 $9.2M
Prentice Wealth Management LLC 2.42% Reduce -3.5% 44,949 $9.2M
White Wing Wealth Management 6.23% Add +2.1% 44,941 $9.2M
Koshinski Asset Management, Inc. 0.69% Add +7.6% 44,908 $9.2M
Jefferies Financial Group Inc. 0.16% Reduce -2.1% 44,840 $9.2M
Twin Focus Capital Partners, LLC 1.28% Reduce -1.6% 44,828 $9.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.26% Reduce -0.9% 44,715 $9.2M
Peapack Gladstone Financial Corp. 0.13% Add +5.3% 44,195 $9.0M
Jordan Park Group LLC 0.59% Reduce -5.3% 44,169 $9.0M
Donaldson Capital Management, LLC 0.33% Reduce -10.3% 44,130 $9.0M
StoneX Group Inc. 0.44% Add +1.4% 43,940 $9.0M
North Star Investment Management Corp. 0.62% Reduce -1.0% 43,736 $9.0M
Alpha Cubed Investments, LLC 0.34% Reduce -2.5% 43,703 $8.9M
Heritage Wealth Advisors 0.42% Reduce -1.6% 43,645 $8.9M
Prospera Financial Services Inc 0.17% Reduce -10.2% 43,409 $8.9M
Souders Financial Advisors 1.13% Add +2.6% 43,270 $8.9M
Brio Consultants, LLC 1.29% Reduce -2.8% 43,171 $8.8M
Orion Capital Management LLC 3.35% Add +0.1% 42,986 $8.8M
Compass Ion Advisors, LLC 0.95% Reduce -0.1% 42,815 $8.8M
Curran Financial Partners, LLC 1.93% Add +14.4% 42,670 $8.7M
Signet Financial Management, LLC 1.09% Reduce -5.0% 42,569 $8.7M
AE Wealth Management LLC 0.06% Add +7.2% 42,383 $8.7M
Aberdeen Wealth Management LLC 5.73% No change 42,129 $8.6M
Warner Financial, Inc. 3.56% Reduce -1.5% 42,097 $8.6M
PMG Wealth Management, Inc. 7.08% Add +3.6% 41,912 $8.6M
Northstar Group, Inc. 1.38% Reduce -2.4% 41,652 $8.5M
Plotkin Financial Advisors, LLC 4.68% Add +1.9% 41,452 $8.5M
GW Henssler & Associates Ltd. 0.45% Add +0.6% 41,226 $8.4M
San Luis Wealth Advisors LLC 1.81% Add +11.6% 41,198 $8.4M
Cibc World Market Inc. 0.02% Add +1.6% 41,098 $8.4M
Pathway Financial Advisors LLC 1.23% No change 40,988 $8.4M
Capstone Financial Advisors, Inc. 0.49% Reduce -3.4% 40,941 $8.4M
Gleason Group, Inc. 0.91% Add +2771.6% 40,834 $8.4M
World Investment Advisors 0.19% Add +34.7% 40,779 $8.3M
First Heartland Consultants, Inc. 0.74% Reduce -5.0% 40,726 $8.3M
Independent Financial Group, LLC 0.23% Add +1.6% 40,692 $8.3M
Wealthspan Partners, LLC 3.46% Reduce -4.7% 40,685 $8.3M
Keystone Financial Group, Inc. 5.30% Add +8.8% 40,398 $8.3M
Qube Research & Technologies Ltd 0.01% Reduce -63.7% 40,568 $8.3M
GC Wealth Management RIA, LLC 0.67% Reduce -5.1% 40,085 $8.2M
Kavar Capital Partners Group, LLC 1.18% Add +0.4% 40,082 $8.2M
New Perspectives, Inc 4.05% Reduce -2.7% 40,049 $8.2M
Alexis Investment Partners, LLC 3.53% Add +0.2% 40,256 $8.2M
Yoder Wealth Management, Inc. 4.25% Reduce -1.6% 39,852 $8.2M
Kagan Cocozza Asset Management 6.24% Add +1.8% 39,783 $8.1M
Osborne Partners Capital Management, LLC 0.43% Reduce -4.4% 39,778 $8.1M
Sigma Planning Corp 0.24% Add +1.9% 39,774 $8.1M
Tide Cove Capital Partners LLC 6.44% Add +1.4% 38,986 $8.1M
Litman Gregory Wealth Management LLC 0.64% Add +1.3% 39,710 $8.1M
Calydon Capital 0.80% Add +98.9% 39,676 $8.1M
Beacon Financial Group 0.84% Reduce -6.6% 39,231 $8.0M
City State Bank 2.50% Add +1.2% 38,935 $8.0M
Walter & Keenan Wealth Management LLC /in/ 2.31% Add +0.8% 38,799 $7.9M
B. Riley Wealth Advisors, Inc. 0.38% Reduce -24.2% 38,577 $7.9M
Mascoma Wealth Management LLC 1.83% Add +3.3% 38,536 $7.9M
Cypress Financial Planning LLC 2.58% Reduce -2.8% 38,361 $7.9M
O'shaughnessy Asset Management, LLC 0.05% Add +6.3% 38,351 $7.8M
Rovin Capital /Ut/ 2.38% Reduce -45.8% 38,333 $7.8M
Nwam LLC 0.45% Add +257.6% 37,981 $7.8M
Pinnacle Associates Ltd. 0.11% Reduce -6.3% 38,129 $7.8M
VestGen Advisors, LLC 0.31% Add +0.0% 37,941 $7.8M
Windward Private Wealth Management Inc. 2.78% Reduce -0.4% 37,716 $7.7M
Exchange Traded Concepts, LLC 0.10% Add +45.6% 37,710 $7.7M
Watts Gwilliam & Co., LLC 1.27% Add +6.8% 35,790 $7.7M
Ridgecrest Wealth Partners, LLC 4.06% Add +16.3% 37,622 $7.7M
Good Life Advisors, LLC 0.48% Add +1.9% 37,482 $7.7M
Level Four Advisory Services, LLC 0.28% Reduce -0.3% 37,321 $7.6M
Leo Wealth, LLC 0.59% Add +5.1% 37,287 $7.6M
Chicago Partners Investment Group LLC 0.22% Add +1.6% 36,099 $7.5M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -7.9% 36,671 $7.5M
Moors & Cabot, Inc. 0.35% Add +1.4% 36,640 $7.5M
Weaver Consulting Group 2.07% Reduce -0.5% 36,550 $7.5M
Hollencrest Capital Management 0.32% No change 36,372 $7.4M
Summit Financial, LLC 0.17% Add +11.1% 36,126 $7.4M
Apollon Wealth Management, LLC 0.15% Reduce -5.9% 36,241 $7.4M
McNamara Financial Services, Inc. 1.45% Reduce -2.5% 35,742 $7.3M
Nations Financial Group Inc, /Ia/ 0.50% Add +5.3% 35,541 $7.3M
Cambridge Advisors Inc. 1.52% Reduce -1.4% 35,510 $7.3M
Raab & Moskowitz Asset Management LLC 1.72% Reduce -2.7% 35,301 $7.2M
IHT Wealth Management, LLC 0.20% Reduce -7.3% 35,290 $7.2M
Sloy Dahl & Holst, LLC 0.99% Add +0.9% 34,854 $7.1M
Grove Street Fiduciary, LLC 3.43% Add +12.8% 34,772 $7.1M
IAG Wealth Partners, LLC 0.94% Reduce -0.3% 34,604 $7.1M
NorthCoast Asset Management LLC 0.03% Add +6.0% 34,243 $7.0M
Cardiff Park Advisors, LLC 0.60% Reduce -0.5% 34,129 $7.0M
Founders Financial Securities LLC 0.53% Add +228.6% 34,099 $7.0M
Moser Wealth Advisors, LLC 3.33% Add +0.7% 33,925 $6.9M
Verum Partners LLC 1.60% Reduce -2.4% 33,881 $6.9M
SkyOak Wealth, LLC 1.39% No change 33,843 $6.9M
Ledyard National Bank 0.65% Reduce -8.9% 33,480 $6.9M
Bartlett & Co. Wealth Management LLC 0.10% No change 33,318 $6.8M
Prosperity Consulting Group, LLC 0.50% No change 33,376 $6.8M
Westside Investment Management, Inc. 1.26% Add +2.2% 33,277 $6.8M
DHJJ Financial Advisors, Ltd. 2.45% Add +1.1% 33,174 $6.8M
Trust Co. of Vermont 0.32% Add +2.5% 33,115 $6.8M
Bleakley Financial Group, LLC 0.17% Add +184.0% 32,878 $6.7M
Creekside Partners 3.19% Reduce -1.0% 32,855 $6.7M
McClarren Financial Advisors, Inc. 4.37% Add +34.1% 32,809 $6.7M
SWAN Capital LLC 2.91% Reduce -50.7% 32,767 $6.7M
Fifth Third Wealth Advisors LLC 0.28% Reduce -55.7% 32,749 $6.7M
Aspen Wealth Management LLC 1.66% Reduce -8.6% 32,740 $6.7M
Davis R M Inc. 0.12% Reduce -2.2% 32,640 $6.7M
Headinvest, LLC 1.42% Add +1.7% 32,622 $6.7M
Arax Advisory Partners 0.31% Add +1.6% 13,202 $6.7M
Ogorek Anthony Joseph /NY/ 2.06% Reduce -0.8% 32,546 $6.7M
Csenge Advisory Group 0.35% Reduce -1.3% 33,477 $6.6M
Colony Family Offices, LLC 1.71% Add +2.2% 32,187 $6.6M
CPC Advisors, LLC 0.83% Reduce -1.1% 32,297 $6.6M
One Degree Advisors Inc 2.35% Reduce -0.3% 32,247 $6.6M
Ranch Capital Advisors Inc. 2.86% Add +2.4% 32,125 $6.6M
Roman Butler Fullerton & Co. 1.95% Reduce -0.2% 31,528 $6.6M
Benchmark Wealth Management, LLC 2.93% Add +0.6% 32,162 $6.6M
Hoese & Co LLP 5.30% Add +3.6% 32,112 $6.6M
BIP Wealth, LLC 0.40% Reduce -2.7% 32,083 $6.6M
Meridian Wealth Management, LLC 0.28% Reduce -4.9% 31,769 $6.5M
Councilmark Asset Management, LLC 4.11% Add +2.8% 31,685 $6.5M
McGlone Suttner Wealth Management, Inc. 0.97% Reduce -0.2% 31,510 $6.4M
Genesis Private Wealth, LLC 3.03% Add +4.0% 31,469 $6.4M
Cidel Asset Management Inc. 0.39% No change 31,355 $6.4M
Summit Trail Advisors, LLC 0.11% New 31,014 $6.4M
Hurlow Wealth Management Group, Inc. 1.79% Reduce -4.2% 30,987 $6.3M
Waller Financial Planning Group, Inc. 1.53% Add +8.7% 30,931 $6.3M
Titleist Asset Management, LLC 0.63% Add +4.8% 30,825 $6.3M
Bay Rivers Group 2.89% Add +0.9% 30,824 $6.3M
Muirfield Wealth Advisors LLC 5.01% Reduce -1.3% 30,777 $6.3M
Keystone Financial Group 0.57% Add +2.4% 30,750 $6.3M
Sowell Financial Services LLC 0.25% Add +4.4% 30,484 $6.2M
Clear Creek Financial Management, LLC 0.59% Reduce -8.1% 30,268 $6.2M
Riverview Capital Advisers, LLC 1.77% Add +3.7% 30,255 $6.2M
Investment Partners, LTD. 2.34% No change 30,254 $6.2M
Raffa Wealth Management, LLC 1.23% No change 30,060 $6.2M
Brightwater Advisory LLC 4.41% Reduce -1.2% 29,948 $6.1M
Fiduciary Financial Group, LLC 1.11% Reduce -0.2% 29,697 $6.1M
Detalus Advisors, LLC 1.77% Reduce -1.2% 29,789 $6.1M
Cliftonlarsonallen Wealth Advisors, LLC 0.10% Reduce -0.2% 29,546 $6.0M
Moseley Investment Management Inc. 2.08% Add +2.5% 29,465 $6.0M
WealthBridge Capital Management, LLC 1.53% Add +0.1% 29,459 $6.0M
Arcataur Capital Management LLC 1.88% Reduce -0.8% 29,368 $6.0M
Chris Bulman Inc 3.41% Reduce -3.1% 29,245 $6.0M
Guardian Wealth Advisors, LLC / NC 0.42% Reduce -0.7% 29,233 $6.0M
Flagstar Securities, Inc. 1.65% Reduce -0.3% 28,958 $6.0M
Hofer & Associates. Inc 3.71% Add +1.6% 29,036 $5.9M
HM Payson & Co. 0.09% Add +11.8% 29,004 $5.9M
Fortis Advisors, LLC 3.78% Reduce -0.4% 28,813 $5.9M
Arete Wealth Advisors, LLC 0.42% Reduce -0.9% 28,803 $5.9M
Frederick Financial Consultants, LLC 3.64% Add +3.3% 28,641 $5.9M
Marshall & Sterling Wealth Advisors Inc. 3.96% Reduce -2.3% 28,650 $5.8M
One Day In July LLC 0.53% Add +1.7% 28,345 $5.8M
Tandem Investment Partners LLC 5.03% Add +0.7% 28,177 $5.8M
Acorn Wealth Advisors, LLC 2.14% Add +1.1% 28,047 $5.7M
Pinnacle Financial Group, LLC / IL 1.91% Reduce -0.7% 27,947 $5.7M
Howard Wealth Management, LLC 2.89% Reduce -3.5% 27,927 $5.7M
Seven Springs Wealth Group, LLC 1.43% Reduce -0.3% 27,761 $5.7M
Benjamin Edwards Inc. 0.07% Add +2.7% 27,564 $5.6M
Amplius Wealth Advisors, LLC 0.52% Add +0.1% 27,558 $5.6M
Integrity Alliance, Llc. 0.31% Reduce -63.7% 27,540 $5.6M
Gibson Capital, LLC 1.11% Reduce -0.1% 27,539 $5.6M
Stokes Capital Advisors, LLC 1.38% Reduce -35.7% 27,520 $5.6M
TFB Advisors LLC 1.45% Reduce -0.6% 27,105 $5.5M
PFG Investments, LLC 0.32% Add +10.0% 27,019 $5.5M
Tiaa Trust, National Association 0.01% Reduce -3.4% 26,998 $5.5M
Investment Advisory Group, LLC 1.67% No change 26,997 $5.5M
Kellett Wealth Advisors, LLC 3.60% Add +1.8% 26,961 $5.5M
Vermillion Wealth Management, Inc. 2.63% Add +3.7% 26,961 $5.5M
Beacon Financial Advisory LLC 1.43% Add +3.1% 26,952 $5.5M
Golden State Wealth Management, LLC 0.67% Add +7.9% 26,802 $5.5M
Ausdal Financial Partners, Inc. 0.36% Add +1.4% 26,456 $5.4M
OneAscent Financial Services LLC 0.38% Reduce -49.3% 26,115 $5.4M
Forum Private Client Group LLC 2.08% Reduce -2.0% 26,309 $5.4M
Columbia River Financial Group, LLC 3.48% Add +9.9% 26,031 $5.4M
Parsons Capital Management Inc. 0.33% Add +1.6% 26,259 $5.4M
Keybank National Association 0.02% Add +16.1% 26,231 $5.4M
Shira Ridge Wealth Management 2.44% Reduce -4.0% 26,122 $5.3M
Brighton Jones LLC 0.14% Add +29.0% 26,095 $5.3M
Vigilare Wealth Management 2.00% Reduce -38.4% 26,008 $5.3M
W Advisors, LLC 3.04% Add +2.7% 25,909 $5.3M
Centerpoint Advisory Group 4.59% Reduce -0.6% 25,868 $5.3M
Fiduciary Trust Co 0.07% Reduce -4.4% 25,822 $5.3M
Dynamic Advisor Solutions LLC 0.16% Reduce -1.0% 25,790 $5.3M
StrongBox Wealth, LLC 1.99% Add +1.0% 25,631 $5.2M
Independent Family Office, LLC 2.42% Reduce -1.9% 25,497 $5.2M
GPS Wealth Strategies Group, LLC 0.60% Reduce -2.3% 25,405 $5.2M
Accredited Wealth Management, LLC 4.20% Add +0.8% 25,230 $5.2M
New Insight Wealth Advisors 2.13% Add +2.5% 25,337 $5.2M
Verdence Capital Advisors LLC 0.35% Reduce -4.4% 25,328 $5.2M
Salem Investment Counselors Inc. 0.16% Add +2.7% 25,103 $5.2M
Kingswood Wealth Advisors, LLC 0.41% Reduce -3.8% 25,171 $5.2M
Ameritas Advisory Services, LLC 0.27% Reduce -60.2% 25,136 $5.1M
Fidelity D & D Bancorp Inc. 3.14% Add +13.6% 25,026 $5.1M
Brady Martz Wealth Solutions, LLC 0.99% Add +1.4% 24,958 $5.1M
Tidal Investments LLC 0.03% Reduce -14.9% 24,895 $5.1M
NORTHSTAR ASSET MANAGEMENT Co 1.17% Reduce -1.3% 24,810 $5.1M
Seamount Financial Group Inc. 2.60% Add +6.8% 24,717 $5.1M
Infinity Wealth Counsel, LLC 5.10% Add +0.3% 24,659 $5.0M
Tempus Wealth Planning, LLC 1.25% Add +2.8% 24,518 $5.0M
Breakwater Investment Management 1.94% Add +1.0% 24,480 $5.0M
AlphaCore Capital LLC 0.19% Add +9.8% 24,321 $5.0M
Barrett & Company, Inc. 1.87% Add +38.3% 24,379 $5.0M
Arkadios Wealth Advisors 0.15% Add +84.6% 24,149 $4.9M
Staley Capital Advisers Inc. 0.21% Reduce -7.8% 24,094 $4.9M
Asset Allocation Strategies LLC 1.09% Reduce -4.5% 24,079 $4.9M
Levin Capital Strategies, L.P. 0.48% No change 24,038 $4.9M
Fort Sheridan Advisors LLC 0.70% Reduce -2.3% 23,938 $4.9M
MilWealth Group LLC 1.26% Reduce -0.3% 23,885 $4.9M
Marino, Stram & Associates LLC 0.99% Add +0.2% 23,888 $4.9M
Scott & Selber, Inc. 1.36% No change 23,886 $4.9M
Winthrop Advisory Group LLC 0.47% Add +38.8% 23,772 $4.9M
Miller Investment Management, LP 0.51% No change 23,831 $4.9M
Madison Wealth Partners, Inc 1.06% Add +2.0% 23,775 $4.9M
Sheets Smith Wealth Management 0.57% Reduce -0.1% 23,742 $4.9M
Horizon Investments, LLC 0.08% Add +22933.0% 23,724 $4.9M
Morton Capital Management LLC 0.86% Reduce -3.1% 23,574 $4.8M
Cora Capital Advisors LLC 2.12% Add +1.3% 23,272 $4.8M
HUB Investment Partners, LLC 0.17% Add +0.4% 23,195 $4.7M
Diversify Wealth Management, LLC 0.29% Reduce -2.1% 22,746 $4.7M
Ashton Thomas Private Wealth, LLC 0.17% Add +47.1% 23,071 $4.7M
Global Financial Private Client, LLC 1.77% Add +1.1% 23,092 $4.7M
S&co Inc. 0.30% No change 23,067 $4.7M
Von Berge Wealth Management Group, LLC 2.64% Add +10.2% 22,697 $4.7M
Stonebridge Financial Group, LLC 0.46% Add +3.2% 22,936 $4.7M
Oxler Private Wealth LLC 1.46% Reduce -10.0% 22,636 $4.6M
Hughes Financial Services, LLC 0.79% Add +1.9% 22,319 $4.6M
Financial Insights, Inc. 1.68% Reduce -1.1% 22,443 $4.6M
First National Bank of Mount Dora, Trust Investment Services 1.03% Add +2.0% 22,386 $4.6M
Philadelphia Trust Co. 0.35% Reduce -2.8% 22,343 $4.6M
Prospect Financial Services LLC 2.85% Reduce -4.8% 22,319 $4.6M
Sard Wealth Management Group, LLC 2.81% Reduce -0.2% 22,284 $4.6M
Private Capital Management, LLC 0.46% Add +0.8% 22,226 $4.5M
Abbot Financial Management, Inc. 2.09% Add +0.3% 22,114 $4.5M
Intelligent Financial Strategies 2.40% No change 21,995 $4.5M
Garden State Investment Advisory Services LLC 1.22% Reduce -24.8% 21,850 $4.5M
BlackRock, Inc. 0.00% Add +33.0% 21,894 $4.5M
Stephens Consulting, LLC 1.06% Add +545.9% 21,753 $4.5M
Resurgent Financial Advisors LLC 2.45% Reduce -0.9% 21,745 $4.5M
Evanson Asset Management, LLC 0.28% Add +5.9% 21,675 $4.4M
Sagespring Wealth Partners, LLC 0.10% Reduce -10.1% 21,603 $4.4M
Consolidated Portfolio Review Corp 0.61% Add +2.7% 21,452 $4.4M
Earned Wealth Advisors, LLC 0.85% No change 21,292 $4.4M
SkyView Investment Advisors, LLC 0.62% No change 21,335 $4.3M
Northwest Financial Advisors 6.05% Add +0.2% 21,172 $4.3M
Commerce Bank 0.03% Add +1.6% 21,117 $4.3M
Channel Wealth LLC 1.22% Reduce -0.6% 21,104 $4.3M
CSM Advisors, LLC 0.13% Reduce -3.6% 21,100 $4.3M
Per Stirling Capital Management, LLC. 0.56% Reduce -9.5% 21,057 $4.3M
Moloney Securities Asset Management, LLC 0.53% Add +8.3% 20,985 $4.3M
Cornerstone Advisors Asset Management, LLC 0.82% No change 20,923 $4.3M
Mid-American Wealth Advisory Group, Inc. 2.02% Reduce -3.0% 20,783 $4.3M
Kovack Advisors, Inc. 0.42% Add +3.6% 20,763 $4.2M
Arrowroot Family Office, LLC 1.89% — 20,619 $4.2M
Madden Advisory Services, Inc. 1.79% Reduce -3.5% 20,510 $4.2M
Client 1ST Advisory Group, LLC 1.52% Reduce -0.1% 20,479 $4.2M
Laird Norton Wetherby Wealth Management, LLC 0.19% — 20,391 $4.2M
CORDA Investment Management, LLC. 0.31% Reduce -1.7% 20,326 $4.2M
Financial Engines Advisors L.L.C. 0.01% Reduce -4.6% 20,252 $4.1M
Cibc World Markets Corp. 0.03% Add +2.1% 20,246 $4.1M
Capital Planning LLC 1.30% Add +4.2% 20,151 $4.1M
Trilogy Capital Inc. 0.20% Reduce -1.5% 20,127 $4.1M
Zhang Financial LLC 0.19% Add +0.9% 20,122 $4.1M
Avant Capital LLC 3.17% Add +0.3% 19,997 $4.1M
Susquehanna International Group, LLP 0.01% Add +454.5% 19,930 $4.1M
LaSalle St. Investment Advisors, LLC 1.12% Add +0.7% 19,921 $4.1M
Sunpointe, LLC 1.61% Add +12.1% 19,795 $4.1M
Heritage Trust Co 0.47% Add +1.2% 19,852 $4.1M
Pathway Financial Advisers, LLC 1.31% Add +3.9% 19,712 $4.0M
Pursue Wealth Partners LLC 2.29% Add +3.1% 19,675 $4.0M
Garrett Wealth Advisory Group, LLC 0.85% Reduce -3.5% 19,642 $4.0M
SVB Wealth LLC 0.21% New 19,574 $4.0M
Tower View Wealth Management LLC 2.07% Add +0.1% 19,545 $4.0M
Columbia Asset Management 0.78% Reduce -7.4% 19,475 $4.0M
Kiley Juergens Wealth Management, LLC 0.92% Reduce -0.4% 19,438 $4.0M
Venturi Wealth Management, LLC 0.20% Reduce -1.2% 19,356 $4.0M
GSG Advisors LLC 1.14% Reduce -0.1% 19,280 $3.9M
Bell Investment Advisors, Inc 0.68% Reduce -0.2% 19,266 $3.9M
21 West Wealth Management LLC 3.98% — 19,260 $3.9M
Forza Wealth Management, LLC 1.61% Reduce -0.1% 19,236 $3.9M
Plan Group Financial, LLC 1.29% Add +16.0% 19,230 $3.9M
CPA Asset Management Group, LLC 1.65% No change 19,229 $3.9M
Spire Wealth Management 0.14% Reduce -19.4% 19,213 $3.9M
Pallas Capital Advisors LLC 0.15% Add +1.8% 19,132 $3.9M
St Germain D J Co. Inc. 0.17% Add +1.4% 19,125 $3.9M
Kaydan Wealth Management, Inc. 1.28% Reduce -0.9% 19,119 $3.9M
Archer Investment Corp 0.93% Reduce -0.5% 19,072 $3.9M
Wedmont Private Capital 0.17% Add +0.4% 18,863 $3.9M
Conservest Capital Advisors, Inc. 0.38% Reduce -0.5% 19,015 $3.9M
Riverpoint Wealth Management Holdings, LLC 0.91% Reduce -0.2% 18,968 $3.9M
Sincerus Advisory, LLC 3.64% Add +5.9% 18,511 $3.9M
Midwest Trust Co 0.05% — 18,905 $3.9M
Mainsail Asset Management, LLC 2.39% Reduce -0.7% 18,895 $3.9M
Geneos Wealth Management Inc. 0.09% Add +25.3% 18,894 $3.9M
DMKC Advisory Services, LLC 2.02% Add +55.7% 18,706 $3.9M
JMG Financial Group, Ltd. 0.12% Reduce -2.7% 18,825 $3.9M
FLC Capital Advisors 0.79% No change 18,783 $3.8M
Farmers & Merchants Investments Inc. 0.11% Reduce -4.6% 18,782 $3.8M
CoreFirst Bank & Trust 2.16% Reduce -0.6% 18,730 $3.8M
KCM Investment Advisors LLC 0.13% Add +0.5% 18,697 $3.8M
Kelleher Financial Advisors 1.33% Add +6.0% 18,675 $3.8M
Financial Management Network Inc. 0.68% Add +0.1% 18,350 $3.8M
Novak & Powell Financial Services, Inc. 2.63% Reduce -0.4% 18,521 $3.8M
Safeguard Investment Advisory Group, LLC 0.94% Reduce -0.4% 18,420 $3.8M
Baron Wealth Management LLC 1.34% Reduce -0.5% 18,416 $3.8M
Embree Financial Group 0.57% No change 18,354 $3.8M
Whipplewood Advisors, LLC 2.05% Add +444.1% 18,237 $3.7M
Stablepoint Partners, LLC 0.63% Reduce -3.6% 18,235 $3.7M
Albion Financial Group 0.24% Add +3.2% 18,195 $3.7M
Sugar Maple Asset Management, LLC 2.88% Add +11.4% 18,044 $3.7M
Keystone Wealth Services, LLC 0.89% Reduce -8.2% 18,035 $3.7M
D'Orazio & Associates, Inc. 0.52% Reduce -11.1% 17,851 $3.7M
Charter Oak Capital Management, LLC 0.31% Reduce -2.8% 17,832 $3.6M
UMB Bank, n.a. 0.06% Reduce -0.1% 17,801 $3.6M
Mill Creek Capital Advisors, LLC 0.08% Reduce -5.0% 17,762 $3.6M
Archford Capital Strategies, LLC 0.46% Reduce -4.5% 17,749 $3.6M
Fort Washington Investment Advisors Inc. 0.02% Reduce -5.4% 17,647 $3.6M
Buttonwood Financial Advisors Inc. 1.44% Reduce -0.6% 17,506 $3.6M
Bank of Hawaii 0.19% Reduce -9.6% 17,496 $3.6M
Dentgroup LLC 2.48% Reduce -5.6% 17,484 $3.6M
Transamerica Financial Advisors, LLC 0.33% Reduce -1.6% 17,428 $3.6M
Patriot Financial Group Insurance Agency, LLC 0.41% Reduce -1.3% 18,078 $3.6M
Bailard, Inc. 0.08% Add +366.1% 17,342 $3.5M
Beese Fulmer Investment Management, Inc. 0.26% Add +37.3% 17,320 $3.5M
SeaCrest Wealth Management, LLC 0.38% Reduce -1.8% 17,301 $3.5M
Post Resch Tallon Group Inc. 3.43% Reduce -0.8% 17,275 $3.5M
FMA Wealth Management, LLC 2.62% Add +1.9% 17,271 $3.5M
American Institute for Advanced Investment Management, LLP 2.50% Reduce -0.8% 17,257 $3.5M
Atticus Wealth Management, LLC 0.94% Reduce -0.1% 17,077 $3.5M
Benedict Financial Advisors Inc. 0.79% Reduce -3.8% 17,077 $3.5M
Choreo, LLC 0.05% Reduce -2.7% 16,986 $3.5M
Uptick Partners, LLC 1.00% Add +19.5% 17,038 $3.5M
Gratus Wealth Advisors, LLC 0.53% No change 16,989 $3.5M
Dupree Financial Group, LLC 1.36% Reduce -0.6% 16,901 $3.5M
L. Roy Papp & Associates, LLP 0.41% Reduce -0.1% 16,878 $3.5M
Financial Guidance Group, Inc. 1.68% Reduce -0.2% 16,872 $3.5M
Cambridge Capital Management, LLC 1.85% Reduce -0.1% 16,850 $3.4M
Centurion Wealth Management LLC 0.99% Add +3.5% 16,801 $3.4M
Hickory Asset Management, Inc. 2.84% Reduce -2.2% 16,783 $3.4M
Centaurus Financial, Inc. 0.20% Reduce -5.3% 16,750 $3.4M
Certified Advisory Corp 0.35% Reduce -30.1% 16,668 $3.4M
BridgePort Financial Solutions, LLC 1.13% Add +0.2% 16,658 $3.4M
Cannon Wealth Management Services, LLC 2.79% Add +3.4% 16,649 $3.4M
Sapient Capital LLC 0.06% Add +23.8% 16,575 $3.4M
Fonville Wealth Management LLC 0.86% Reduce -1.5% 16,625 $3.4M
Pinnacle Bancorp, Inc. 1.05% Add +1.3% 16,567 $3.4M
ICONIQ Capital, LLC 0.06% Reduce -0.8% 16,466 $3.4M
Farrell Financial LLC 2.26% Reduce -0.0% 16,459 $3.4M
Money Concepts Capital Corp. 0.22% Add +4.4% 16,411 $3.4M
Blue Chip Partners, LLC 0.27% Add +0.5% 16,394 $3.4M
Pure Financial Advisors, LLC 0.06% Add +143.0% 16,372 $3.4M
Pinnacle Wealth Management Advisory Group, LLC 0.28% Reduce -2.5% 16,371 $3.4M
Simon Quick Advisors, LLC 0.17% Reduce -2.3% 16,314 $3.3M
Beacon Bank & Trust 0.76% Add +51.2% 16,265 $3.3M
Kaizen Financial Strategies 1.70% Reduce -6.2% 16,253 $3.3M
Optima Capital LLC 1.78% Add +15.0% 16,116 $3.3M
Harbor Investment Advisory, LLC 0.29% Reduce -6.0% 16,122 $3.3M
Wilson & Boucher Capital Management, LLC 2.28% Add +0.5% 15,994 $3.3M
Equitable Trust Co. 0.16% No change 15,960 $3.3M
Argent Trust Co 0.12% Add +3.0% 15,953 $3.3M
Friday Financial 1.66% Add +1.5% 15,948 $3.3M
Advisors Capital Management, LLC 0.05% Add +10.9% 15,914 $3.3M
Sax Wealth Advisors, LLC 0.20% Add +6.9% 15,897 $3.3M
Pension & Wealth Management Advisors, Inc. 1.09% Reduce -1.3% 15,892 $3.3M
Formidable Asset Management, LLC 0.54% No change 16,747 $3.2M
Childress Capital Advisors, LLC 0.82% Reduce -10.5% 15,832 $3.2M
St. Clair Advisors, LLC 0.85% Reduce -3.1% 15,823 $3.2M
Aspetuck Financial Management LLC 2.43% Reduce -2.5% 15,736 $3.2M
Compound Planning, Inc. 0.12% Add +0.4% 15,586 $3.2M
Axxcess Wealth Management, LLC 0.08% Add +0.8% 15,520 $3.2M
Johnson Financial Group, Inc. 0.14% Reduce -7.7% 15,443 $3.2M
Sterling Wealth Advisors Inc 2.25% Reduce -3.8% 15,408 $3.2M
Glen Eagle Advisors, LLC 0.49% Reduce -2.2% 15,484 $3.2M
Axis Wealth Partners, LLC 2.08% Reduce -2.6% 15,471 $3.2M
Tranquility Partners, LLC 1.13% Add +1.2% 15,459 $3.2M
LOM Asset Management Ltd 1.07% — 15,449 $3.2M
LGL Partners, LLC 1.40% Reduce -2.9% 15,259 $3.1M
Wilkins Miller Wealth Management, LLC 2.11% Add +4.1% 15,175 $3.1M
Stonegate Investment Group, LLC 0.08% Add +1.3% 15,032 $3.1M
Innova Wealth Partners 1.80% Add +7.4% 14,981 $3.1M
Royal Fund Management, LLC 0.33% Add +0.7% 14,941 $3.1M
Schmidt P J Investment Management Inc. 0.53% Reduce -15.6% 14,956 $3.1M
Tobias Financial Advisors, Inc. 0.52% Reduce -0.2% 14,912 $3.1M
Armstrong Advisory Group, Inc. 0.23% Reduce -1.0% 14,819 $3.0M
Jacobi Capital Management LLC 0.20% Reduce -0.0% 14,815 $3.0M
Simplicity Wealth,LLC 0.13% Add +203.3% 14,685 $3.0M
Clear Harbor Asset Management, LLC 0.23% Add +4.5% 14,638 $3.0M
Mayflower Financial Advisors, LLC 0.42% Reduce -0.3% 14,585 $3.0M
Wedbush Securities Inc. 0.10% Add +2.6% 14,560 $3.0M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% Reduce -4.8% 14,535 $3.0M
SC&H Financial Advisors, Inc. 0.51% No change 14,470 $3.0M
Gouws Capital LLC 1.80% Reduce -0.0% 14,428 $3.0M
TBH Global Asset Management, LLC 0.63% Reduce -10.3% 14,424 $3.0M
Kwmg, LLC 0.28% Reduce -4.8% 14,420 $3.0M
Apexium Financial, LP 0.16% Reduce -15.7% 14,301 $2.9M
Hohimer Wealth Management, LLC 0.52% Add +6.4% 14,297 $2.9M
Sovran Advisors, LLC 0.30% Add +229.9% 14,105 $2.9M
Caldwell Sutter Capital, Inc. 1.33% Add +8.1% 14,183 $2.9M
FineMark National Bank & Trust 0.10% Add +30.1% 14,166 $2.9M
Dorsey & Whitney Trust CO LLC 0.15% Reduce -2.5% 14,146 $2.9M
Nicholson Meyer Capital Management, Inc. 2.45% Reduce -4.5% 14,142 $2.9M
Base Wealth Management LLC 1.85% Reduce -13.8% 14,086 $2.9M
Johnson Bixby & Associates, LLC 0.39% Reduce -4.3% 14,002 $2.9M
Wealthspire Retirement, LLC 0.19% Reduce -2.1% 13,958 $2.9M
Roundview Capital LLC 0.19% Add +5.8% 13,930 $2.9M
Opus Capital Group, LLC 0.34% Reduce -0.7% 13,855 $2.8M
Accel Wealth Management 0.94% Add +0.4% 13,807 $2.8M
Graypoint LLC 0.16% Reduce -15.9% 13,791 $2.8M
W1M Asset Management Ltd 0.21% Reduce -2.0% 13,683 $2.8M
Affiance Financial, LLC 0.57% No change 13,615 $2.8M
Citizens National Bank Trust Department 0.56% Reduce -1.0% 13,596 $2.8M
Relyea Zuckerberg Hanson LLC 0.33% Add +28.9% 13,584 $2.8M
Centricity Wealth Management, LLC 2.22% Add +7.3% 13,569 $2.8M
Linscomb Wealth, Inc. 0.13% Reduce -10.3% 13,548 $2.8M
Pekin Hardy Strauss, Inc. 0.32% Add +2.1% 13,520 $2.8M
Exencial Wealth Advisors, LLC 0.10% Reduce -1.3% 13,461 $2.8M
Beacon Bridge Wealth Partners, LLC 1.09% Reduce -3.9% 13,410 $2.7M
Landmark Wealth Management, LLC 1.17% Reduce -6.3% 13,396 $2.7M
Tocqueville Asset Management L.P. 0.04% No change 13,343 $2.7M
Next Capital Management LLC 1.01% No change 13,342 $2.7M
Atlas Capital Advisors Inc. 0.33% Add +0.9% 13,295 $2.7M
LeClair Wealth Partners LLC 1.84% Reduce -0.4% 13,272 $2.7M
Empower Advisory Group, LLC 0.01% Reduce -6.7% 13,196 $2.7M
Ritholtz Wealth Management 0.06% Add +0.5% 13,156 $2.7M
Cornerstone Management, Inc. 0.47% Add +45.2% 13,147 $2.7M
Breed's Hill Capital LLC 1.29% No change 13,112 $2.7M
Pittenger & Anderson Inc. 0.10% Add +2.3% 13,088 $2.7M
First Command Advisory Services, Inc. 0.02% Reduce -6.8% 13,071 $2.7M
Crescent Grove Advisors, LLC 0.26% No change 13,000 $2.7M
Federation des caisses Desjardins du Quebec 0.01% Add +5.4% 13,006 $2.7M
Miramar Capital, LLC 0.62% Add +17.0% 12,902 $2.6M
Advisory Research Inc. 0.40% No change 12,868 $2.6M
SRH Advisors, LLC 0.80% No change 12,863 $2.6M
Bath Savings Trust Co 0.27% Add +9.2% 12,862 $2.6M
Sonata Capital Group Inc. 1.05% Reduce -1.7% 12,818 $2.6M
Anchor Investment Management, LLC 0.23% Add +0.2% 12,788 $2.6M
International Assets Investment Management, LLC 0.21% Add +3.0% 12,773 $2.6M
Tarbox Family Office, Inc. 0.39% Reduce -1.4% 12,739 $2.6M
Wellspring Financial Advisors, LLC 0.23% Reduce -0.0% 12,736 $2.6M
Burling Wealth Partners, LLC 0.48% Reduce -7.3% 12,711 $2.6M
Bulwark Capital Corp 2.18% — 12,627 $2.6M
Sunburst Financial Group, LLC 0.58% No change 12,611 $2.6M
Leeward Financial Partners, LLC 0.81% Reduce -0.1% 12,561 $2.6M
Hazlett, Burt & Watson, Inc. 1.05% Reduce -0.8% 12,556 $2.6M
SteelPeak Wealth, LLC 0.10% Add +14.5% 12,497 $2.6M
Belpointe Asset Management LLC 0.11% Add +11.3% 12,521 $2.6M
Patton Albertson Miller Group, LLC 0.34% Reduce -5.0% 12,508 $2.6M
Caldwell Trust Co 0.26% Add +0.7% 12,498 $2.6M
Hall Capital Management Co. Inc. 1.08% Reduce -0.0% 12,472 $2.6M
Aviance Capital Partners, LLC 0.33% Reduce -1.9% 12,462 $2.6M
Southeast Asset Advisors, LLC 0.30% Add +8.5% 12,431 $2.5M
Oliver Luxxe Assets LLC 0.45% Add +0.3% 12,408 $2.5M
Evercore Wealth Management, LLC 0.04% No change 12,387 $2.5M
Tandem Capital Management Corp. 1.28% Reduce -0.2% 12,338 $2.5M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.91% Add +0.3% 12,114 $2.5M
Van Hulzen Asset Management, LLC 0.21% Reduce -0.4% 12,256 $2.5M
Stock Yards Bank & Trust Co. 0.08% Add +6.1% 12,212 $2.5M
Charter Capital Management, LLC\DE 1.46% — 12,177 $2.5M
Lion Street Advisors, LLC 0.75% No change 12,152 $2.5M
Joseph P. Lucia & Associates, LLC 1.02% No change 12,147 $2.5M
Becker Capital Management Inc. 0.08% Add +5.0% 12,090 $2.5M
WFA of San Diego, LLC 1.82% — 12,050 $2.5M
Eq Wealth Advisors, LLC 1.67% Reduce -19.2% 11,990 $2.5M
Cornell Pochily Investment Advisors, Inc. 0.80% Reduce -2.3% 11,962 $2.4M
Strategic Investment Solutions, Inc. 0.74% Reduce -17.3% 11,938 $2.4M
MSH Capital Advisors LLC 0.70% Add +24.7% 11,915 $2.4M
Strategic Wealth Partners, Ltd. 0.19% — 11,853 $2.4M
Great Lakes Advisors, LLC 0.02% Add +0.7% 11,831 $2.4M
Verity & Verity, LLC 0.21% Add +4.6% 11,800 $2.4M
Lanark Financial, Inc. 0.20% Add +23.4% 11,780 $2.4M
West Bancorporation Inc. 1.51% Reduce -0.3% 11,712 $2.4M
Galvin, Gaustad & Stein, LLC 0.21% Add +3.1% 11,708 $2.4M
FC Advisory LLC 0.74% Add +5.8% 11,685 $2.4M
Capstone Wealth Management Group LLC 1.73% Reduce -0.5% 11,640 $2.4M
CGN Advisors LLC 0.21% Reduce -8.4% 11,619 $2.4M
Roberts Glore & Co. Inc. 0.69% Reduce -0.7% 11,558 $2.4M
Madison Asset Management, LLC 0.03% Reduce -60.9% 11,557 $2.4M
Capital Investment Advisory Services, LLC 0.19% Reduce -5.2% 11,504 $2.4M
Latitude Advisors, LLC 1.18% Add +0.6% 11,492 $2.4M
Foundations Investment Advisors, LLC 0.04% Reduce -57.9% 11,451 $2.3M
First National Trust Co 0.09% Reduce -0.6% 11,445 $2.3M
Hicks Capital Management LLC 3.70% Reduce -8.9% 11,416 $2.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.06% Add +3.7% 11,397 $2.3M
Finward Bancorp 1.84% Add +7.7% 11,356 $2.3M
Eldridge Investment Advisors, Inc. 0.49% Reduce -0.7% 11,354 $2.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Reduce -8.2% 11,344 $2.3M
Colonial Trust Co / SC 0.34% Add +0.3% 11,275 $2.3M
Fidelis Capital Partners, LLC 0.21% Add +3.2% 11,111 $2.3M
Krilogy Financial LLC 0.13% Reduce -2.0% 11,213 $2.3M
GM Advisory Group, LLC 0.11% Add +24.8% 11,196 $2.3M
Ehrlich Financial Group 1.48% Reduce -37.5% 11,195 $2.3M
GWN Securities Inc. 0.42% Reduce -56.8% 11,072 $2.3M
Proficio Capital Partners LLC 0.14% Reduce -15.2% 11,152 $2.3M
Smith Salley Wealth Management 0.13% Reduce -0.1% 11,106 $2.3M
Weinberger Asset Management, Inc 0.88% Reduce -3.8% 11,104 $2.3M
Thoroughbred Financial Services, LLC 0.16% Reduce -14.7% 11,007 $2.3M
MKT Advisors LLC 0.89% Reduce -2.9% 10,846 $2.2M
Walkner Condon Financial Advisors LLC 0.41% Reduce -4.8% 10,892 $2.2M
Private Trust Co. NA 0.21% Reduce -9.6% 10,878 $2.2M
Nicolet Advisory Services, LLC 0.19% Reduce -5.2% 10,908 $2.2M
United Services Automobile Association 0.23% Reduce -3.2% 10,867 $2.2M
Pitti Group Wealth Management, LLC 1.92% Add +5.8% 10,846 $2.2M
Wealthcare Capital Partners, LLC 1.11% Add +0.6% 10,815 $2.2M
Duncan Williams Asset Management, LLC 0.70% Reduce -5.8% 10,814 $2.2M
Williams Jones Wealth Management, LLC. 0.03% Reduce -2.7% 10,738 $2.2M
Capital City Trust Co. 0.57% Add +32.2% 10,735 $2.2M
Perennial Investment Advisors, LLC 0.21% Reduce -5.3% 10,716 $2.2M
Gateway Wealth Partners, LLC 0.42% Add +9.1% 10,712 $2.2M
Durante & Waters, LLC 1.72% No change 10,681 $2.2M
Collective Family Office LLC 0.56% Add +0.0% 10,673 $2.2M
Regions Financial Corp. 0.01% Reduce -1.8% 10,660 $2.2M
Private Advisory Group LLC 0.20% New 10,654 $2.2M
Atlantic Union Bankshares Corp 0.05% New 10,606 $2.2M
First PREMIER Bank 0.52% Reduce -4.6% 10,589 $2.2M
Petix & Botte Co 0.53% Reduce -24.1% 10,557 $2.2M
Pps&v Asset Management Consultants, Inc. 1.36% Reduce -2.4% 10,535 $2.2M
WNY Asset Management, LLC 0.24% Add +11.1% 10,527 $2.2M
Cambridge Financial Group, LLC 0.81% Add +0.8% 10,511 $2.2M
Robinson Smith Wealth Advisors LLC 1.72% Add +3.8% 10,509 $2.2M
Blue Edge Capital, LLC 0.32% Reduce -2.7% 10,426 $2.1M
Emerald Advisors, LLC 0.27% Add +5.0% 10,413 $2.1M
waypoint wealth counsel 1.05% Add +0.3% 10,379 $2.1M
Meridian Financial Advisors, LLC 1.37% No change 10,350 $2.1M
Tudor Financial Inc. 1.20% Reduce -1.2% 10,319 $2.1M
Gerber Kawasaki Wealth & Investment Management 0.08% Reduce -3.5% 10,273 $2.1M
Acima Private Wealth, LLC 0.71% No change 10,225 $2.1M
CJM Wealth Advisers, Ltd. 0.70% No change 10,222 $2.1M
LRI Investments, LLC 0.18% Reduce -0.1% 10,124 $2.1M
Defined Wealth Management, LLC 1.28% Reduce -1.3% 10,094 $2.1M
LexAurum Advisors, LLC 0.33% Reduce -6.7% 10,026 $2.1M
KDT Advisors, LLC 3.28% No change 9,940 $2.0M
Thrivent Financial for Lutherans 0.00% Reduce -17.9% 9,935 $2.0M
Reynders McVeigh Capital Management, LLC 0.10% Reduce -13.7% 9,902 $2.0M
Comprehensive Financial Consultants Institutional, Inc. 0.66% Reduce -1.1% 9,855 $2.0M
IMS Capital Management 0.94% Add +0.3% 9,844 $2.0M
Saxon Interests, Inc. 0.94% No change 10,324 $2.0M
Wetzel Investment Advisors, Inc. 0.92% Reduce -17.8% 9,711 $2.0M
TFG Advisers LLC 0.68% Reduce -0.3% 9,688 $2.0M
Founders Financial Alliance, LLC 0.45% Add +2.4% 9,657 $2.0M
RPG Investment Advisory, LLC 0.25% Reduce -45.1% 9,650 $2.0M
Silverlake Wealth Management LLC 0.58% Add +39.6% 9,636 $2.0M
Planning Center, Inc. 0.22% Reduce -2.5% 9,613 $2.0M
TrueWealth Advisors, LLC 0.58% Reduce -2.5% 9,588 $2.0M
Joseph Group Capital Management 0.66% Reduce -4.8% 9,581 $2.0M
Wingate Wealth Advisors, Inc. 1.75% Add +17.3% 9,580 $2.0M
Vantage Financial Partners, LLC 0.45% Add +1.2% 9,569 $2.0M
Valley Forge Investment Consultants Inc. Adv 0.62% Reduce -0.9% 9,500 $1.9M
PGIM Custom Harvest LLC 0.04% Reduce -15.5% 9,485 $1.9M
Round Rock Advisors LLC 0.33% Reduce -13.1% 9,471 $1.9M
Capital Advisors Inc. 0.03% No change 9,456 $1.9M
IRON Financial LLC 1.02% Add +30.9% 9,442 $1.9M
Ascent Group, LLC 0.08% Reduce -0.6% 9,420 $1.9M
Spinnaker Investment Group, LLC 0.45% Reduce -16.6% 9,392 $1.9M
Fiduciary Alliance LLC 0.14% Add +96.0% 9,337 $1.9M
Fortis Group Advisors, LLC 0.34% Reduce -28.2% 9,196 $1.9M
Power Wealth Management LLC 0.72% Reduce -10.4% 9,210 $1.9M
Cassaday & Co Wealth Management LLC 0.05% Reduce -7.8% 9,170 $1.9M
RFG Advisory, LLC 0.04% Reduce -37.5% 9,167 $1.9M
Novare Capital Management LLC 0.15% Reduce -3.3% 9,143 $1.9M
Sagace Wealth Management LLC 1.39% Reduce -11.3% 9,115 $1.9M
Bridgewealth Advisory Group, LLC 0.47% Add +22.4% 9,114 $1.9M
BNC Wealth Management, LLC 0.55% Add +19.6% 9,046 $1.9M
Realta Investment Advisors 0.73% Reduce -0.2% 9,031 $1.8M
Blue Trust, Inc. 0.02% Add +18.9% 8,935 $1.8M
Orion Porfolio Solutions, LLC 0.02% Reduce -30.6% 8,934 $1.8M
Sweeney & Michel, LLC 0.65% Add +0.3% 8,872 $1.8M
AAFMAA Wealth Management & Trust LLC 0.75% Add +66.1% 8,910 $1.8M
TPG Advisors LLC 1.32% Add +0.6% 8,894 $1.8M
Nova R Wealth, Inc. 0.85% Reduce -1.6% 8,892 $1.8M
Sepio Capital, LP 0.13% Add +0.1% 8,841 $1.8M
DF Dent & Co. Inc. 0.02% Add +19.0% 8,807 $1.8M
Smartleaf Asset Management LLC 0.16% Add +0.4% 8,820 $1.8M
Cape Cod Five Cents Savings Bank 0.16% No change 9,080 $1.8M
BOS Asset Management, LLC 0.58% Add +0.3% 8,773 $1.8M
Stanich Group LLC 1.61% Reduce -4.7% 8,688 $1.8M
Thrive Capital Management, LLC 0.56% Add +61.9% 8,748 $1.8M
Cypress Wealth Services, LLC 0.32% Add +0.5% 8,741 $1.8M
Talisman Wealth Advisors LLC 1.63% No change 8,715 $1.8M
Wilmington Savings Fund Society, FSB 0.03% Reduce -39.7% 8,668 $1.8M
M.E. Allison & Co., Inc. 1.42% Add +2.4% 8,628 $1.8M
Wesbanco Bank Inc. 0.05% Add +23.3% 8,575 $1.8M
Angeles Wealth Management, LLC 0.12% Reduce -2.9% 8,572 $1.8M
FreeGulliver LLC 0.81% Reduce -75.7% 8,570 $1.8M
Baring Financial LLC 1.31% Add +1.3% 8,556 $1.8M
Roger Wittlin Investment Advisory, LLC 0.97% Reduce -0.7% 8,534 $1.7M
Keel Point, LLC 0.12% Add +33.2% 8,495 $1.7M
Creative Financial Designs Inc. 0.12% Reduce -1.3% 8,446 $1.7M
Chicago Capital, LLC 0.04% Add +5.9% 8,428 $1.7M
Thompson Davis & Co., Inc. 1.17% Add +12.3% 8,421 $1.7M
MOKAN Wealth Management Inc. 0.96% Add +9.5% 8,419 $1.7M
Avity Investment Management Inc. 0.13% Add +3.4% 8,402 $1.7M
Cutler Investment Counsel LLC 0.19% Add +0.2% 8,341 $1.7M
Integrity Financial Corp 0.87% Add +41.9% 8,293 $1.7M
CFS Investment Advisory Services, LLC 0.14% Add +18.0% 8,282 $1.7M
Jaffetilchin Investment Partners, LLC 0.11% Add +0.6% 8,279 $1.7M
Hartmann Taylor Wealth Management, LLC 1.41% Reduce -0.1% 8,263 $1.7M
Red Mountain Financial, LLC 1.88% Add +6.5% 8,254 $1.7M
Keudell/Morrison Wealth Management 0.37% Reduce -6.3% 8,250 $1.7M
GK Wealth Management LLC 1.66% Add +6.0% 8,154 $1.7M
Motco 0.16% Reduce -0.1% 8,097 $1.7M
Insight Advisors, LLC/ PA 0.27% Reduce -25.1% 8,120 $1.7M
Moneco Advisors, LLC 0.15% Reduce -6.7% 8,099 $1.7M
WESCAP Management Group, Inc. 0.38% Add +18.8% 8,083 $1.7M
Martin Worley Group 0.81% Add +1.3% 8,076 $1.7M
Sand Hill Global Advisors, LLC 0.06% Reduce -10.7% 8,071 $1.7M
Arlington Partners LLC 0.60% Reduce -69.2% 8,000 $1.6M
Advisor Resource Council 0.80% Reduce -91.8% 7,991 $1.6M
Bluespring Wealth Management, LLC 0.16% Add +10.1% 7,953 $1.6M
WBH Advisory Inc. 0.14% Reduce -9.2% 7,977 $1.6M
Kane Investment Management, Inc. 0.85% Reduce -6.4% 7,942 $1.6M
Inspirion Wealth Advisors, LLC 0.21% No change 7,929 $1.6M
Impact Capital Partners LLC 0.53% Add +14.9% 7,928 $1.6M
Barclays PLC 0.00% Add +92.2% 7,880 $1.6M
Midwestern Financial, LLC 1.50% — 7,842 $1.6M
Madison Park Capital Advisors, LLC 1.35% Reduce -0.1% 7,832 $1.6M
Capstone Wealth Management Group, LLC 1.53% Add +11.7% 7,777 $1.6M
Duncker Streett & Co. Inc. 0.29% Reduce -8.4% 7,775 $1.6M
Savvy Advisors, Inc. 0.11% Add +24.7% 7,770 $1.6M
AIMZ Investment Advisors, LLC 0.53% Reduce -9.3% 7,742 $1.6M
Eastern Bank 0.03% No change 7,738 $1.6M
Key Client Fiduciary Advisors, LLC 0.65% Add +31.2% 7,722 $1.6M
Nadler Financial Group, Inc. 0.16% No change 7,669 $1.6M
SageView Advisory Group, LLC 0.06% Reduce -0.2% 7,502 $1.6M
Debussy Capital Management LP 0.23% Reduce -1.1% 7,630 $1.6M
Kelman-Lazarov, Inc. 0.25% No change 7,602 $1.6M
HRT Financial LP 0.01% New 7,595 $1.6M
Ironwood Investment Counsel, LLC 0.24% Reduce -13.2% 7,586 $1.6M
Bienville Capital Management, LLC 0.31% Reduce -8.2% 7,548 $1.6M
Atlantic Edge Private Wealth Management, LLC 0.43% Reduce -3.2% 7,578 $1.6M
Horst & Graben Wealth Management LLC 0.26% Reduce -1.3% 7,559 $1.5M
Sachetta, LLC 0.61% Reduce -0.6% 7,559 $1.5M
Note Advisors, LLC 1.07% Add +8.0% 7,554 $1.5M
Birchcreek Wealth Management, LLC 0.87% No change 7,502 $1.5M
Arq Wealth Advisors, LLC 0.53% No change 7,903 $1.5M
Montis Financial, LLC 0.43% No change 7,479 $1.5M
Lansing Street Advisors 0.45% No change 7,424 $1.5M
Freestone Capital Holdings, LLC 0.05% Reduce -26.0% 7,454 $1.5M
Richard C. Young & CO., LTD. 0.15% Add +6.4% 7,447 $1.5M
Old North State Wealth Management, LLC 0.79% Reduce -0.7% 7,440 $1.5M
Vident Advisory, LLC 0.02% Reduce -7.7% 7,425 $1.5M
Bokf, NA 0.02% Reduce -20.8% 7,419 $1.5M
Ridgewood Investments LLC 0.66% Add +19.6% 7,414 $1.5M
Compass Financial Services Inc 0.73% Reduce -1.4% 7,335 $1.5M
First American Bank 0.10% No change 7,334 $1.5M
Traphagen Investment Advisors LLC 0.14% Add +9.8% 7,326 $1.5M
Arbor Wealth Advisors LLC 1.21% No change 7,282 $1.5M
Saxony Capital Management, LLC 1.14% Add +79.2% 7,272 $1.5M
One Charles Private Wealth Services, LLC 0.42% Reduce -1.0% 7,256 $1.5M
Darrow Company, Inc. 0.75% No change 7,255 $1.5M
Mystic Asset Management, Inc. 0.36% Add +0.4% 7,254 $1.5M
Larson Financial Group LLC 0.06% Reduce -0.3% 7,246 $1.5M
Townsquare Capital LLC 0.14% Reduce -94.3% 7,226 $1.5M
Navis Wealth Advisors, LLC 1.24% No change 7,207 $1.5M
Manhattan West Asset Management, LLC 0.34% Add +2.4% 7,164 $1.5M
Lake Street Private Wealth, LLC 0.21% Reduce -0.7% 7,140 $1.5M
Fortis Capital Advisors, LLC 0.26% Add +3.7% 7,099 $1.5M
Fiduciary Family Office, LLC 0.47% Add +12.3% 7,075 $1.4M
Carret Asset Management, LLC 0.15% Add +2.8% 7,049 $1.4M
Callan Family Office, LLC 0.05% Add +4.5% 7,016 $1.4M
Well Done, LLC 0.27% Add +19.9% 7,002 $1.4M
Forum Financial Management, LP 0.02% Add +0.4% 6,994 $1.4M
Liberty Square Wealth Partners LLC 0.49% Reduce -2.4% 6,976 $1.4M
Integras Partners LLC 1.53% Reduce -6.1% 6,968 $1.4M
Piedmont Capital Management, LLC 0.82% Add +1.7% 6,950 $1.4M
Avior Wealth Management, LLC 0.05% Add +5.2% 6,941 $1.4M
Versant Capital Management, Inc 0.22% No change 6,940 $1.4M
Keystone Global Partners, LLC 0.77% Add +146.6% 6,928 $1.4M
Townsend Asset Management Corp. /NC/ 0.51% Add +0.1% 6,909 $1.4M
Mascagni Wealth Management, Inc. 1.20% Reduce -0.4% 6,874 $1.4M
Catalina Capital Group, LLC 0.95% Reduce -0.0% 6,870 $1.4M
Aries Wealth Management 0.37% Reduce -25.6% 6,836 $1.4M
Philip James Wealth Mangement, LLC 0.18% Reduce -0.4% 6,823 $1.4M
Klingman & Associates, LLC 0.08% Reduce -1.1% 6,821 $1.4M
Essex Bank 0.33% Add +0.6% 6,814 $1.4M
ORG Partners LLC 0.30% Reduce -11.7% 6,742 $1.4M
Horan Securities, Inc. 0.49% Add +17.5% 6,768 $1.4M
Everett Harris & Co. 0.02% Reduce -1.1% 6,765 $1.4M
Decker Retirement Planning Inc. 0.80% Add +11524.1% 6,742 $1.4M
Frank, Rimerman Advisors LLC 0.09% Add +0.0% 6,715 $1.4M
Community Bank, N.A. 0.18% Reduce -2.1% 6,711 $1.4M
Catalyst Financial Partners LLC 0.15% Reduce -0.0% 6,701 $1.4M
Baxter Bros Inc. 0.17% Add +25.6% 6,686 $1.4M
Monograph Wealth Advisors, LLC 0.17% Reduce -2.2% 6,627 $1.4M
Atria Investments, Inc 0.02% Add +73.2% 6,646 $1.4M
Weik Capital Management 0.54% Reduce -2.1% 6,625 $1.4M
Godshalk Welsh Capital Management, Inc. 0.83% Reduce -7.9% 6,622 $1.4M
Aua Capital Management, LLC 0.81% No change 6,613 $1.4M
Biltmore Family Office, LLC 0.23% Add +0.5% 6,553 $1.3M
Crux Wealth Advisors 0.57% Add +0.6% 6,576 $1.3M
Silver Oak Wealth Advisors Services, LLC 0.96% Add +0.5% 6,541 $1.3M
TAGStone Capital, Inc. 0.55% Add +16.9% 6,447 $1.3M
Wexford Capital LP 0.37% No change 6,524 $1.3M
Valeo Financial Advisors, LLC 0.03% Reduce -0.5% 6,490 $1.3M
Keeler & Nadler Financial Planning & Wealth Management 0.53% Add +5.7% 6,462 $1.3M
Austin Private Wealth, LLC 0.10% Reduce -7.1% 6,449 $1.3M
Mayfair Advisory Group, LLC 0.62% Add +0.2% 6,354 $1.3M
Black Diamond Financial, LLC 0.20% Reduce -5.9% 6,424 $1.3M
Bluesphere Advisors LLC 0.65% Reduce -4.8% 6,413 $1.3M
Pettinga Financial Advisors LLC 0.29% Reduce -21.9% 6,412 $1.3M
Luminvest Wealth Management LLC 0.47% Reduce -0.9% 6,364 $1.3M
Harmony Asset Management LLC 0.49% No change 6,354 $1.3M
Syverson Strege & Co 0.31% No change 6,336 $1.3M
C M Bidwell & Associates Ltd. 0.67% Reduce -17.6% 6,328 $1.3M
Cantor Fitzgerald Investment Advisors L.P. 0.09% No change 6,290 $1.3M
RVW Wealth, LLC 0.11% No change 6,272 $1.3M
RDA Financial Network 0.35% Add +2.5% 6,266 $1.3M
Summit Wealth Partners, LLC 0.24% No change 6,252 $1.3M
Busey Bank 0.04% Reduce -0.0% 6,248 $1.3M
Nilsine Partners, LLC 0.13% Reduce -11.4% 6,242 $1.3M
Dempze Nancy E 0.74% No change 6,231 $1.3M
Sunbelt Securities, Inc. 0.11% Reduce -0.0% 6,508 $1.3M
QRG Capital Management, Inc. 0.01% Add +0.7% 6,221 $1.3M
MFA Wealth Services 0.96% No change 6,220 $1.3M
Patten Group, Inc. 0.27% Reduce -2.9% 6,218 $1.3M
Mad River Investors 0.57% No change 6,200 $1.3M
Ashton Thomas Securities, LLC 0.31% No change 6,188 $1.3M
Wolfstich Capital, LLC 2.78% Add +36.6% 6,186 $1.3M
XML Financial, LLC 0.11% Add +9.2% 6,183 $1.3M
Wolff Financial Management LLC 0.33% No change 6,183 $1.3M
Gallacher Capital Management LLC 0.58% Reduce -9.3% 6,148 $1.3M
First Citizens Bank & Trust Co. 0.02% Add +0.6% 6,147 $1.3M
Horizon Wealth Management, LLC 0.22% Add +0.8% 6,144 $1.3M
BlueChip Wealth Advisors LLC 0.52% Add +15.6% 6,122 $1.3M
Siligmueller & Norvid Wealth Advisors LLC 0.49% Add +5.0% 6,097 $1.3M
Highview Capital Management LLC 0.48% Reduce -0.4% 6,109 $1.3M
Cooper/Haims Advisors, LLC 0.61% No change 6,086 $1.2M
Everhart Financial Group, Inc. 0.14% Add +228.1% 6,050 $1.2M
Assetmark, Inc. 0.00% Reduce -91.6% 6,045 $1.2M
Tenret Co LLC 0.67% No change 6,040 $1.2M
Sovereign Financial Group, Inc. 0.25% Add +5.9% 6,034 $1.2M
Clear Point Advisors Inc. 1.04% Add +1.3% 6,030 $1.2M
Private Management Group Inc. 0.04% Add +47.9% 6,024 $1.2M
Lowe Brockenbrough & Co. Inc. 0.07% Add +7.1% 6,022 $1.2M
Ledgewood Wealth Advisors, LLC 0.77% Reduce -1.8% 6,006 $1.2M
Gutierrez Wealth Advisory, LLC 0.82% New 6,004 $1.2M
Viawealth, LLC 0.73% Reduce -8.1% 6,001 $1.2M
BTG Pactual Asset Management US LLC 0.17% No change 5,985 $1.2M
Fortitude Advisory Group L.L.C. 0.70% Add +4.3% 5,973 $1.2M
Ignite Planners, LLC 0.21% Add +16.8% 5,926 $1.2M
Secure Asset Management, LLC 0.23% Add +13.1% 5,959 $1.2M
Littlejohn Financial Services, Inc. 0.94% Add +1.5% 5,954 $1.2M
Invst, LLC 0.15% Add +12.6% 5,927 $1.2M
Essex LLC 0.24% No change 5,924 $1.2M
Ethos Financial Group, LLC 0.10% Reduce -39.9% 5,888 $1.2M
Objective Capital Management, LLC 1.36% Reduce -3.2% 5,899 $1.2M
Great Diamond Partners, LLC 0.25% Reduce -2.2% 5,833 $1.2M
Quaker Wealth Management, LLC 0.40% — 5,831 $1.2M
U.S. Capital Wealth Advisors, LLC 0.03% Reduce -64.8% 5,826 $1.2M
Beacon Capital Management, LLC 0.16% Reduce -14.3% 5,822 $1.2M
Daymark Wealth Partners, LLC 0.05% Add +0.6% 5,819 $1.2M
Core Wealth Advisors, Inc. 0.34% Add +11.5% 5,810 $1.2M
Novus Advisors, LLC 1.80% Reduce -54.0% 5,772 $1.2M
Collaborative Wealth Managment Inc. 0.52% Reduce -10.4% 5,770 $1.2M
Kathmere Capital Management, LLC 0.09% Add +32.3% 5,768 $1.2M
Squarepoint Ops LLC 0.00% New 5,768 $1.2M
Abacus Wealth Partners, LLC 0.18% Add +0.2% 5,740 $1.2M
ERn Financial, LLC 0.25% Reduce -0.4% 5,717 $1.2M
Silver Lake Advisory, LLC 0.50% Add +11.7% 5,714 $1.2M
DBK Financial Counsel, LLC 1.06% Reduce -17.8% 5,704 $1.2M
Leonard Rickey Investment Advisors P.L.L.C. 0.23% Add +2.5% 5,701 $1.2M
Evernest Financial Advisors, LLC 0.38% No change 5,694 $1.2M
Tsfg, LLC 0.21% No change 5,680 $1.2M
Evergreen Advisors, LLC 0.31% Reduce -0.0% 5,673 $1.2M
Coppell Advisory Solutions LLC 0.14% Add +2.5% 5,664 $1.2M
Carson Advisory Inc. 0.73% Add +0.6% 5,631 $1.2M
Trifecta Capital Advisors, LLC 0.19% No change 5,629 $1.2M
Palisade Asset Management, LLC 0.11% Reduce -0.0% 5,625 $1.2M
WealthCare Investment Partners, LLC 0.41% Reduce -0.8% 5,527 $1.1M
Fiduciary Group, LLC 0.11% Reduce -2.1% 5,601 $1.1M
IFG Advisors, LLC 0.19% Reduce -5.8% 5,592 $1.1M
Barnes Wealth Management Group, Inc 0.68% Reduce -5.0% 5,590 $1.1M
Front Row Advisors LLC 0.40% Add +0.5% 5,540 $1.1M
Gradient Capital Advisors, LLC 0.34% Add +0.5% 5,562 $1.1M
Blossom Wealth Management 2.00% Add +3.4% 5,527 $1.1M
Claris Financial LLC 0.85% Add +4.8% 5,523 $1.1M
Wiser Wealth Management, Inc 0.28% Reduce -21.8% 5,520 $1.1M
Elmwood Wealth Management, Inc. 0.45% Reduce -1.8% 5,513 $1.1M
First Bancorp, Inc 0.65% Reduce -0.3% 5,508 $1.1M
Christensen, King & Associates Investment Services, Inc. 0.52% Add +1.4% 5,501 $1.1M
Baldwin Wealth Partners LLC 0.08% No change 5,500 $1.1M
Lincoln Capital Corp. 0.43% No change 5,495 $1.1M
Northwest Bancshares, Inc. 0.20% No change 5,493 $1.1M
Trademark Financial Management, LLC 0.68% Add +21.0% 5,471 $1.1M
KOM Wealth Management Group, LLC 0.89% Add +17.0% 5,470 $1.1M
Investment Planning Advisors, Inc. 0.40% Add +29.4% 5,465 $1.1M
Webster Bank, N. A. 0.12% Reduce -1.4% 5,458 $1.1M
Successful Portfolios LLC 0.68% Add +15.1% 5,434 $1.1M
Marble Harbor Investment Counsel, LLC 0.12% Add +9.3% 5,433 $1.1M
Sage Capital Advisors,llc 0.27% No change 5,413 $1.1M
Simmons Bank 0.08% Reduce -21.6% 5,376 $1.1M
Institute for Wealth Management, LLC. 0.12% Add +0.1% 5,359 $1.1M
Rockland Trust Co. 0.05% Reduce -15.5% 5,312 $1.1M
Sutton Place Investors LLC 0.65% No change 5,311 $1.1M
Moody LYNN Lieberson & Walker, LLC 0.06% No change 5,307 $1.1M
Wells Financial Advisors INC 1.49% No change 5,300 $1.1M
Towerpoint Wealth, LLC 0.48% Add +3.8% 5,297 $1.1M
Orser Capital Management, LLC 0.77% New 5,285 $1.1M
O'ROURKE & COMPANY, Inc 0.50% No change 5,282 $1.1M
McAdam, LLC 0.06% Add +23.4% 5,268 $1.1M
Union Savings Bank 0.49% No change 5,228 $1.1M
Financial Partners Group, Inc 0.15% Reduce -1.7% 5,238 $1.1M
Parr McKnight Wealth Management Group, LLC 0.15% Reduce -3.3% 5,220 $1.1M
Revolve Wealth Partners, LLC 0.14% No change 5,203 $1.1M
Mosaic Family Wealth Partners, LLC 0.14% No change 5,178 $1.1M
National Wealth Management Group, LLC 0.59% Add +19.9% 5,166 $1.1M
Strategic Financial Services, Inc. 0.06% Reduce -5.7% 5,158 $1.1M
Accredited Investors Inc. 0.06% Reduce -4.6% 5,153 $1.1M
Eagle Strategies LLC 0.16% Reduce -0.5% 5,145 $1.1M
WealthPlan Investment Management, LLC 0.08% Reduce -29.7% 5,130 $1.1M
Wealth Dimensions Group, Ltd. 0.23% Add +9.0% 5,116 $1.0M
Schrum Private Wealth Management LLC 0.84% Add +16.8% 5,109 $1.0M
Medallion Wealth Advisors, LLC 0.40% Reduce -4.8% 5,051 $1.0M
Turn8 Private Wealth Inc. 0.75% Reduce -39.7% 5,076 $1.0M
Jag Capital Management, LLC 0.12% No change 5,075 $1.0M
Burke & Herbert Bank & Trust Co. 0.23% Add +33.8% 5,069 $1.0M
Brown Miller Wealth Management, LLC 0.32% Add +1.2% 5,067 $1.0M
Partners Capital Investment Group, LLP 0.04% No change 5,052 $1.0M
Financial Advocates Investment Management 0.08% Reduce -86.7% 5,042 $1.0M
Northwest Wealth Management, LLC 0.19% Reduce -1.6% 5,041 $1.0M
Berger Financial Group, Inc 0.07% Add +7.0% 5,037 $1.0M
Indiana Trust & Investment Management Co 0.34% No change 4,995 $1.0M
Maple Capital Management, Inc. 0.07% Reduce -1.3% 4,958 $1.0M
J. W. Coons Advisors, LLC 0.23% Reduce -3.8% 4,953 $1.0M
Independent Wealth Network Inc. 0.37% Add +0.8% 4,946 $1.0M
Broyhill Asset Management, LLC 0.92% No change 4,937 $1.0M
MA Private Wealth 0.18% No change 4,926 $1.0M
Sonora Investment Management Group, LLC 0.07% Reduce -7.4% 4,920 $1.0M
Calton & Associates, Inc. 0.17% Add +5.7% 4,888 $1.0M
American State Bank (Iowa) 0.55% No change 4,873 $997K
Blake Schutter Theil Wealth Advisors, LLC 1.13% No change 4,868 $996K
Flagship Wealth Advisors, LLC 0.38% Reduce -18.7% 4,866 $996K
Roxbury Financial LLC 0.97% Reduce -3.1% 4,865 $996K
L.M. Kohn & Company 0.27% Reduce -60.9% 4,863 $995K
Cranbrook Wealth Management, LLC 0.21% Reduce -0.8% 4,863 $995K
Canandaigua National Bank & Trust Co. 0.09% Add +2.1% 4,854 $993K
GAMCO Investors 0.01% New 4,854 $993K
Telos Capital Management, Inc. 0.10% Add +8.2% 4,844 $991K
TCI Wealth Advisors, Inc. 0.07% Reduce -1.1% 4,828 $988K
First Trust Advisors LP 0.00% Add +87.0% 4,826 $988K
SLT Holdings LLC 0.75% Reduce -0.9% 4,782 $979K
Bridges Investment Management Inc. 0.01% No change 4,781 $979K
LongView Wealth Management 0.30% No change 4,779 $978K
Ritter Daniher Financial Advisory LLC / DE 0.24% Add +1.6% 4,776 $978K
Herold Advisors, Inc. 0.20% Reduce -4.0% 4,771 $976K
TruWealth Advisors, LLC 0.05% Reduce -0.4% 4,760 $974K
Mason Investment Advisory Services, Inc. 0.05% No change 4,743 $971K
Patten & Patten Inc. 0.06% Add +6.0% 4,735 $969K
Occidental Asset Management, LLC 0.13% Add +0.1% 4,719 $966K
Sawgrass Asset Management LLC 0.11% No change 4,715 $965K
Thompson Siegel & Walmsley LLC 0.02% Add +23.8% 4,711 $964K
Agate Pass Investment Management, LLC 0.40% Add +6.1% 4,710 $964K
Grey Ledge Advisors, LLC 0.24% Add +0.6% 4,710 $964K
Portside Wealth Group, LLC 0.14% Reduce -3.1% 4,702 $962K
RTD Financial Advisors, Inc. 0.12% Add +3.2% 4,698 $962K
Vaughan David Investments LLC 0.02% Reduce -0.9% 4,690 $960K
Cadence Bank 0.06% Reduce -17.6% 4,689 $960K
Summit Financial Wealth Advisors, LLC 0.17% Add +0.5% 4,687 $959K
J2 Capital Management Inc 0.76% Add +3.5% 4,683 $958K
Rossmore Private Capital 0.11% No change 4,679 $958K
Bragg Financial Advisors, Inc 0.03% Add +9.9% 4,627 $947K
Sage Rhino Capital LLC 0.20% No change 4,622 $946K
Millennium Capital Advisors, LLC 0.63% Reduce -6.4% 4,588 $939K
Morling Financial Advisors, LLC 0.31% Reduce -2.0% 4,572 $936K
Newman Dignan & Sheerar, Inc. 0.21% Reduce -2.1% 4,567 $935K
Trueblood Wealth Management, LLC 0.39% Add +8.6% 4,554 $932K
Continuum Advisory, LLC 0.11% Reduce -24.2% 4,554 $932K
Mairs & Power Inc. 0.01% Add +57.7% 4,546 $930K
SOL Capital Management CO 0.09% No change 4,535 $928K
Foster Victor Wealth Advisors, LLC 0.06% Reduce -0.2% 4,482 $927K
Sage Mountain Advisors LLC 0.06% No change 4,527 $927K
Legacy Financial Strategies, LLC 0.18% No change 4,515 $924K
Chancellor Financial Group WB LP 0.72% Reduce -0.3% 4,506 $922K
Pasadena Private Wealth, LLC 0.16% Reduce -0.7% 4,503 $922K
Anderson Hoagland & Co. 0.09% No change 4,498 $921K
Integris Wealth Management, LLC 0.24% Reduce -1.8% 4,494 $920K
RiverFront Investment Group, LLC 0.02% Add +14.7% 4,484 $918K
Raub Brock Capital Management LP 0.20% Reduce -9.9% 4,476 $916K
Cypress Capital Group 0.11% No change 4,466 $914K
Councilor Wealth, LLC 0.43% Add +17.3% 4,447 $910K
Legacy Trust 0.22% Reduce -4.6% 4,447 $910K
Fund Evaluation Group, LLC 0.04% New 4,442 $909K
KMG Fiduciary Partners, LLC 0.07% No change 4,425 $906K
JRM Investment Counsel, LLC 0.29% Reduce -2.1% 4,416 $904K
Van Den Berg Management I, Inc. 0.26% Reduce -2.7% 4,402 $901K
Atlas Legacy Advisors, LLC 0.20% Add +93.4% 4,370 $894K
VeraBank, N.A. 0.18% New 4,370 $894K
MassMutual Private Wealth & Trust, FSB 0.02% Reduce -0.5% 4,361 $893K
BOK Financial Private Wealth, Inc. 0.06% Reduce -2.6% 4,338 $892K
Rockingstone Advisors LLC 0.47% No change 4,336 $888K
Park National Corp. 0.03% Reduce -5.2% 4,321 $884K
Redhawk Wealth Advisors, Inc. 0.11% Reduce -0.4% 4,311 $882K
Independent Advisor Alliance 0.03% Add +65.8% 4,308 $882K
Smithbridge Asset Management Inc. 0.15% Reduce -1.1% 4,288 $878K
Prospera Capital Management, LLC 0.49% No change 4,266 $877K
Canal Capital Management, LLC 0.14% Reduce -1.4% 4,283 $877K
Evexia Wealth LLC 0.28% New 4,253 $877K
Peak Retirement Planning, Inc. 0.35% Add +31.8% 4,281 $876K
Highland Capital Management, LLC 0.05% Reduce -7.0% 4,276 $875K
EdgeRock Capital LLC 0.28% New 4,271 $874K
Anson Capital, Inc. 0.70% Reduce -2.3% 4,268 $874K
Melfa Wealth Management, Inc. 0.55% No change 4,248 $870K
Hobart Private Capital, LLC 0.20% No change 4,248 $869K
Neuberger Berman Group LLC 0.00% Add +3.3% 4,236 $867K
Palo Alto Wealth Advisors, LLC 0.33% Add +6.8% 4,205 $864K
North Star Asset Management Inc. 0.04% Reduce -12.1% 4,220 $864K
Clark Asset Management, LLC 0.12% Reduce -9.7% 4,215 $863K
Camden National Bank 0.12% No change 4,214 $862K
Future Financial Wealth Managment LLC 0.59% Add +0.3% 4,198 $859K
Legacy Private Trust Co. 0.06% Reduce -0.1% 4,190 $858K
Westmount Partners, LLC 0.23% Reduce -0.5% 4,173 $854K
Patrick M Sweeney & Associates, Inc. 0.59% Add +3.0% 4,101 $852K
Sterling Investment Advisors, Ltd. 0.19% Add +1.3% 4,141 $848K
Thrive Wealth Management, LLC 0.14% Add +0.0% 4,136 $847K
Capital Management Associates, Inc 0.27% Reduce -50.4% 4,125 $844K
Citizens & Northern Corp. 0.23% Add +0.1% 4,123 $844K
Independence Financial Advisors, LLC 0.33% Add +5.0% 4,120 $843K
CWA Asset Management Group, LLC 0.04% Add +35.4% 4,114 $842K
Willner & Heller, LLC 0.71% No change 4,111 $841K
Flagstone Financial Management 0.24% No change 4,108 $841K
MPS Loria Financial Planners, LLC 0.25% Reduce -28.3% 4,104 $840K
Bfsg, LLC 0.09% Reduce -1.2% 4,103 $840K
ARS Wealth Advisors Group, LLC 0.10% No change 4,079 $835K
Financial Enhancement Group LLC 0.12% No change 4,044 $833K
Principal Securities, Inc. 0.02% Reduce -15.4% 4,058 $831K
Center for Financial Planning, Inc. 0.09% Add +2.5% 4,040 $827K
LVM Capital Management Ltd. 0.09% No change 4,024 $824K
BlueStem Wealth Partners, LLC 0.10% Reduce -7.0% 4,025 $824K
Fisher Asset Management 0.00% Reduce -35.9% 4,015 $822K
Badgley Phelps Wealth Managers, LLC 0.02% No change 3,996 $821K
Sequent Planning LLC 0.26% Add +0.7% 3,975 $814K
Ascent Wealth Partners, LLC 0.10% No change 3,968 $812K
Ring Mountain Capital, LLC 0.49% Reduce -0.6% 3,937 $811K
Hilltop Holdings Inc. 0.05% Reduce -2.4% 3,964 $811K
Aventus Investment Advisors, Inc. 0.73% — 3,952 $809K
Boston Trust Walden Corp 0.01% No change 3,952 $809K
CoreCap Advisors, LLC 0.03% Add +16.2% 3,951 $809K
Orgel Wealth Management, LLC 0.02% Add +84.6% 3,946 $808K
Am Investment Strategies LLC 0.19% No change 3,943 $807K
Bordeaux Wealth Advisors LLC 0.10% Reduce -0.4% 3,941 $807K
Lantern Wealth Advisors, LLC 0.48% — 3,933 $805K
Missouri Trust & Investment Co 0.26% No change 3,923 $803K
First National Bank of Omaha 0.05% Add +5.5% 3,896 $797K
LBMC Investment Advisors, LLC 0.06% Add +7.4% 3,888 $796K
St. Louis Trust Co 0.11% No change 3,870 $792K
Nautilus Advisors LLC 0.58% Add +0.1% 3,855 $789K
Balanced Wealth Group LLC 0.34% Add +0.4% 3,828 $789K
Bolthouse Investments, LLC 0.78% No change 3,846 $787K
Facet Wealth, Inc. 0.02% Add +15.9% 3,811 $785K
OneAscent Wealth Management LLC 0.29% Reduce -10.3% 3,829 $784K
Greenleaf Trust 0.01% Reduce -1.2% 3,823 $782K
AlphaStar Capital Management, LLC 0.05% New 3,814 $781K
Intrust Bank NA 0.07% No change 3,799 $778K
Fairview Capital Investment Management, LLC 0.04% Reduce -3.6% 3,797 $777K
Minot DeBlois Advisors LLC 0.73% Reduce -0.9% 3,784 $775K
Welch Group, LLC 0.03% Add +53.0% 3,770 $772K
Prospect Financial Group LLC 0.81% Reduce -53.4% 3,768 $771K
Coastal Bridge Advisors, LLC 0.06% New 3,762 $770K
Lutz Financial Services LLC 0.06% No change 3,760 $770K
Arcus Capital Partners, LLC 0.33% Reduce -8.5% 3,741 $766K
Avaii Wealth Management, LLC 0.34% Add +0.6% 3,736 $765K
Clarity Wealth Development LLC 0.76% Reduce -7.9% 3,730 $763K
Aureus Asset Management, LLC 0.05% Reduce -3.3% 3,714 $760K
3Chopt Investment Partners, LLC 0.18% Add +1.5% 3,696 $760K
Willow Creek Wealth Management Inc. 0.07% Reduce -9.5% 3,705 $759K
Seaside Wealth Management, Inc. 0.24% No change 3,702 $758K
Bay Capital Advisors, LLC 0.58% Reduce -0.1% 3,700 $757K
Wood Tarver Financial Group, LLC 0.23% Reduce -7.3% 3,697 $756K
Topsail Wealth Management, LLC 0.14% Add +24.1% 3,667 $754K
Davies Financial Advisors, Inc. 0.58% No change 3,673 $752K
Mechanics Bank Trust Department 0.11% Reduce -14.8% 3,672 $752K
Koa Wealth Management, LLC 0.60% Reduce -0.3% 3,671 $751K
Synergy Asset Management, LLC 0.09% No change 3,668 $751K
Silver Oak Securities, Incorporated 0.06% Add +7.6% 3,652 $748K
Elser Financial Planning, Inc 0.93% Reduce -27.9% 3,652 $747K
Courier Capital LLC 0.05% No change 3,650 $747K
Smithfield Trust Co 0.04% No change 3,652 $746K
Richard W. Paul & Associates, LLC 0.27% Reduce -4.9% 3,632 $743K
Grove Bank & Trust 0.09% No change 3,623 $742K
Plante Moran Financial Advisors, LLC 0.05% Add +18.0% 3,622 $741K
Wealth Group Ltd 0.19% Reduce -5.8% 3,621 $741K
Smith Chas P & Associates Pa Cpas 0.04% Reduce -9.3% 3,620 $741K
Pine Harbor Wealth Management, LLC 0.26% Reduce -4.5% 3,619 $741K
Three Bridge Wealth Advisors, LLC 0.19% Add +22.0% 3,586 $737K
Leading Edge Financial Planning LLC 0.20% No change 3,600 $737K
Worth Financial Advisory Group, LLC 0.45% No change 3,599 $737K
Nottingham Advisors, Inc. 0.11% Reduce -1.1% 3,599 $737K
Gerber, LLC 0.52% No change 3,584 $734K
Kathleen S. Wright Associates Inc. 0.29% No change 3,583 $733K
Samalin Investment Counsel, LLC 0.28% Add +42.4% 3,574 $731K
Excalibur Management Corp. 0.27% Add +25.1% 3,574 $731K
Glenview Trust Co 0.01% Add +14.8% 3,571 $731K
Mark Sheptoff Financial Planning, LLC 0.39% No change 3,550 $727K
Valued Retirements, Inc. 0.82% Reduce -13.8% 3,541 $725K
Wick Capital Partners, LLC 0.19% Add +134.8% 9,354 $725K
Vicus Capital 0.06% Add +1.5% 3,540 $725K
UNIVEST FINANCIAL Corp 0.04% No change 3,522 $721K
Rockbridge Investment Management, LCC 0.08% Reduce -1.2% 3,518 $720K
Fulton Bank, N.A. 0.03% No change 3,513 $719K
TCV Trust & Wealth Management, Inc. 0.06% Add +18.9% 3,502 $717K
Rockwood Wealth Management, LLC 0.06% No change 3,500 $716K
SYM FINANCIAL Corp 0.08% Reduce -1.7% 3,498 $716K
PrairieView Partners, LLC 0.07% Add +0.2% 3,497 $715K
First Commonwealth Financial Corp 0.15% Reduce -33.8% 3,493 $715K
Calamos Wealth Management LLC 0.03% No change 3,487 $714K
Spirit of America Management Corp. 0.15% Reduce -6.1% 3,459 $713K
Frisch Financial Group, Inc. 0.17% No change 3,471 $713K
Avidian Wealth Enterprises, LLC 0.03% No change 3,481 $713K
Heritage Financial Services, LLC 0.07% No change 3,481 $712K
Matrix Asset Advisors Inc. 0.07% Add +0.3% 3,476 $711K
Scott Capital Advisors, LLC 0.19% Add +15.7% 3,436 $710K
Vanguard Personalized Indexing Management, LLC 0.01% Add +22.3% 3,471 $710K
Caliber Wealth Management, LLC / KS 0.08% Add +18.6% 3,461 $708K
Radnor Capital Management, LLC 0.11% No change 3,459 $708K
Boltwood Capital Management 0.20% Reduce -3.2% 3,457 $708K
Helium Advisors LLC 0.45% Add +11.0% 3,449 $706K
Magnus Financial Group LLC 0.06% No change 3,448 $706K
Sage Capital Management, LLC 0.34% No change 3,443 $705K
2UniFi Bank 0.40% Add +10.8% 3,440 $704K
FF Advisors,LLC 0.36% No change 3,434 $703K
Root Financial Partners, LLC 0.07% Add +12.6% 3,425 $701K
Schaeffer Financial LLC 0.68% Add +0.3% 3,422 $700K
Adapt Wealth Advisors, LLC 0.31% No change 3,415 $699K
JGP Wealth Management, LLC 0.08% Reduce -8.9% 3,401 $696K
BSW Wealth Partners 0.10% Reduce -0.0% 3,394 $695K
Advantage Trust Co 0.34% No change 3,388 $693K
Saiph Capital, LLC 0.27% Add +3.0% 3,373 $690K
Capital Asset Advisory Services LLC 0.03% Reduce -1.6% 3,348 $690K
Valley National Advisers Inc. 0.11% No change 3,362 $688K
Wealthquest Corp 0.05% Reduce -4.7% 3,353 $686K
Hemington Wealth Management 0.10% No change 3,356 $686K
Selective Wealth Management, Inc. 0.25% Add +0.0% 3,314 $685K
Financial Advisors Network, Inc. 0.10% Add +0.3% 3,348 $685K
Financial Life Planners 0.56% No change 3,338 $683K
AdvisorNet Financial, Inc 0.04% Add +62.6% 3,332 $682K
Better Money Decisions, LLC 0.41% No change 3,323 $680K
Great Lakes Retirement, Inc. 0.08% Reduce -3.1% 3,309 $680K
Bensler, LLC 0.08% Add +0.6% 3,310 $677K
HFG Advisors, Inc. 0.54% No change 3,305 $676K
Appleton Partners Inc. 0.05% Reduce -2.9% 3,303 $676K
Independence Bank of Kentucky 0.10% No change 3,302 $676K
Apeiron RIA LLC 0.17% Add +79.6% 3,297 $675K
Bridge Creek Capital Management LLC 0.20% Add +3.3% 3,293 $674K
Cynosure Group, LLC 0.08% Reduce -50.5% 3,286 $673K
Hilltop National Bank 0.18% — 3,285 $672K
Ellis Investment Partners, LLC 0.13% Reduce -0.5% 3,284 $672K
Riverbend Wealth Management, LLC 0.51% New 3,284 $672K
Foster & Motley Inc. 0.04% Reduce -3.0% 3,278 $671K
Oxford Financial Group, LTD. LLC 0.04% No change 3,278 $671K
Asset Dedication, LLC 0.05% Add +18.0% 3,250 $665K
GAMMA Investing LLC 0.04% Add +6.7% 3,241 $663K
YHB Investment Advisors, Inc. 0.05% No change 3,238 $663K
Howland Capital Management LLC 0.03% No change 3,221 $662K
Acas, LLC 0.44% Add +1.1% 3,145 $660K
Trust Co. of Oklahoma 0.21% No change 3,225 $660K
Russell Investments Group, Ltd. 0.00% Add +4.7% 3,218 $659K
AlTi Global, Inc. 0.02% No change 3,201 $658K
Aviso Financial Inc. 0.03% Reduce -21.3% 3,196 $654K
Balyasny Asset Management L.P. 0.00% New 3,194 $654K
Westbourne Investments, Inc. 0.35% Reduce -5.6% 3,193 $654K
Mason & Associates Inc 0.15% No change 3,192 $653K
Motiv8 Investments LLC 0.40% Reduce -1.4% 3,186 $652K
Naples Global Advisors, LLC 0.06% No change 3,169 $651K
Pacific Sun Financial Corp 0.34% No change 3,176 $650K
Capital Wealth Alliance, LLC 0.35% Add +5.3% 3,169 $649K
Hengehold Capital Management LLC 0.06% Add +60.9% 3,164 $647K
Lowe Wealth Advisors, LLC 0.25% Reduce -4.5% 3,162 $647K
RFG - Bristol Wealth Advisors, LLC 0.20% No change 3,159 $646K
BCS Wealth Management 0.14% Add +14.5% 3,153 $645K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -0.2% 3,148 $644K
Pine Valley Investments Ltd Liability Co 0.04% Add +12.8% 3,137 $644K
Alteri Wealth LLC 0.25% No change 3,134 $641K
FSM Wealth Advisors, LLC 0.10% Add +181.6% 3,106 $641K
Essential Planning, LLC. 0.24% No change 3,126 $640K
American Money Management, LLC 0.11% No change 3,125 $640K
West Oak Capital, LLC 0.32% Add +3.3% 3,125 $640K
Brookwood Investment Group LLC 0.10% Add +3.6% 3,121 $639K
Sterling Financial Planning, Inc. 0.21% No change 3,116 $638K
OMNI 360 Wealth, Inc. 0.40% Add +10.4% 3,116 $638K
Pitcairn Co. 0.04% No change 3,110 $637K
Winebrenner Capital Management LLC 0.51% Add +2.9% 3,106 $636K
Jamison Private Wealth Management, Inc. 0.09% Add +51.4% 3,102 $635K
RPS Advisory Solutions LLC 0.35% Add +1.8% 3,101 $635K
Schwallier Wealth Management LLC 0.39% Reduce -0.1% 3,099 $634K
Lester Murray Antman dba SimplyRich 0.18% No change 3,102 $634K
Ballast, Inc. 0.17% Reduce -0.9% 3,091 $633K
Signal Advisors Wealth, LLC 0.05% Reduce -33.3% 3,089 $632K
Bristlecone Advisors, LLC 0.05% Reduce -48.8% 3,070 $628K
Bedel Financial Consulting, Inc. 0.09% No change 3,068 $628K
N.E.W. Advisory Services LLC 0.06% Reduce -9.3% 3,065 $627K
Taylor & Morgan Wealth Management, LLC 0.42% No change 3,056 $626K
JBR Co Financial Management Inc 0.31% No change 3,038 $622K
Fortune Financial Advisors, LLC 0.50% No change 3,034 $621K
Capital Group Private Client Services, Inc. 0.01% Reduce -45.0% 3,028 $620K
Vista Investment Management 0.23% Reduce -0.1% 3,028 $620K
Masso Torrence Wealth Management Inc. 0.29% No change 3,026 $619K
Icon Wealth Advisors, LLC 0.04% No change 3,022 $619K
Financial Alternatives, Inc 0.40% No change 3,019 $618K
Alliance Wealth Management Group 0.16% Add +12.1% 3,001 $614K
Towercrest Capital Management 0.11% Add +12.1% 3,001 $614K
Maryland Capital Advisors Inc. 0.24% No change 2,996 $613K
BCU Wealth Advisors, LLC 0.28% No change 2,995 $613K
Cannell & Spears LLC 0.01% Reduce -12.5% 2,980 $610K
Seaview Investment Managers LLC 0.13% Reduce -93.8% 2,969 $608K
Rollins Financial Advisors, LLC 0.10% Reduce -5.4% 2,958 $605K
Trustmark Bank Trust Department 0.04% No change 2,955 $605K
Mitchell McLeod Pugh & Williams Inc. 0.11% No change 2,955 $605K
Lakeridge Wealth Management LLC 0.28% Add +7.7% 2,954 $604K
BLB&B Advisors, LLC 0.03% Reduce -5.9% 2,950 $604K
Jackson Hole Capital Partners, LLC 0.11% No change 2,943 $602K
Hikari Tsushin, Inc. 0.04% New 2,942 $602K
Lauterbach Financial Advisors, LLC 0.33% No change 2,941 $602K
Texas Yale Capital Corp. 0.02% Add +1.4% 2,941 $602K
Destination Wealth Management 0.02% Reduce -5.1% 2,940 $602K
Seek First Inc. 0.49% Add +3.2% 2,928 $599K
Summit Investment Advisory Services, LLC 0.26% No change 2,917 $597K
Ibex Wealth Advisors 0.06% New 2,911 $596K
Macroview Investment Management LLC 0.49% No change 2,907 $595K
JB Capital LLC 0.03% Reduce -5.6% 2,896 $593K
Second Line Capital, LLC 0.14% Reduce -9.1% 2,871 $590K
Hunter Associates Investment Management LLC 0.09% No change 2,885 $590K
Baldwin Investment Management, LLC 0.07% Reduce -0.9% 2,879 $589K
Dunhill Financial, LLC 0.17% Add +20.6% 2,862 $586K
Farmers National Bank 0.15% Reduce -0.1% 2,862 $586K
South Plains Financial, Inc. 0.41% No change 2,856 $585K
Convergence Financial, LLC 0.10% Add +3.5% 2,841 $581K
Pointe Capital Management LLC 0.30% Reduce -1.9% 2,836 $580K
Brandywine Oak Private Wealth LLC 0.05% No change 2,830 $579K
Dahring | Cusmano LLC 0.45% No change 2,829 $579K
Gryphon Financial Partners LLC 0.08% Reduce -5.9% 2,823 $578K
Heritage Family Offices, LLP 0.29% No change 3,008 $577K
L.K. Benson & Company, P.C. 0.35% Reduce -16.9% 2,819 $577K
Pacific Financial Group Inc. 0.45% Add +2.0% 2,818 $577K
Columbia Advisory Partners LLC 0.44% Reduce -9.4% 2,813 $576K
Procyon Advisors, LLC 0.05% Add +32.8% 2,803 $574K
Libra Wealth LLC 0.19% No change 2,799 $573K
Flagship Private Wealth, LLC 0.24% Reduce -19.9% 2,799 $573K
Gemmer Asset Management LLC 0.05% Reduce -18.0% 2,786 $570K
Hopwood Financial Services, Inc. 0.45% No change 2,782 $569K
Bowman & Co S.C. 0.25% Add +5.5% 2,777 $568K
Rise Advisors, LLC 0.23% No change 2,774 $568K
Values Added Financial LLC 0.27% Add +4.5% 2,769 $567K
O'Brien Greene & Co. Inc 0.19% No change 2,767 $566K
Culbertson A N & Co. Inc. 0.09% Add +0.4% 2,767 $566K
McLean Asset Management Corp 0.15% Add +0.1% 2,741 $566K
Kennedy Investment Group, Inc. 0.24% Add +91.5% 2,760 $565K
KFA Private Wealth Group, LLC 0.17% Reduce -1.6% 2,757 $564K
Central Valley Advisors, LLC 0.19% No change 2,752 $563K
Beckerman Institutional, LLC 0.37% No change 2,736 $560K
Autumn Glory Partners, LLC 0.26% Reduce -19.0% 2,729 $559K
Stone Summit Wealth LLC 0.17% Reduce -0.2% 2,729 $559K
LifeGoal Investments, LLC 0.53% Reduce -1.2% 2,708 $554K
Red Tortoise LLC 0.27% No change 2,708 $554K
VSM Wealth Advisory, LLC 0.18% No change 2,704 $553K
Beacon Financial Strategies CORP 0.35% No change 2,704 $553K
Logan Capital Management Inc. 0.03% Reduce -63.1% 2,700 $553K
Avant Financial Advisors LLC 0.46% No change 2,698 $552K
Prestige Wealth Management Group LLC 0.11% Add +0.1% 2,687 $552K
Guidance Point Advisors, LLC 0.15% Add +1.3% 2,681 $549K
Covenant Asset Management, LLC 0.11% Reduce -1.8% 2,667 $546K
Beacon Financial Planning, Inc. 0.30% No change 2,662 $545K
Optas, LLC 0.10% Reduce -50.0% 2,662 $545K
Tanglewood Legacy Advisors, LLC 0.22% No change 2,658 $544K
Cyndeo Wealth Partners, LLC 0.03% No change 2,644 $541K
Certuity, LLC 0.05% Add +33.1% 2,639 $540K
Able Wealth Management LLC 0.27% Add +117.5% 2,638 $540K
Sfmg, LLC 0.04% No change 2,636 $539K
First Foundation Advisors 0.02% Reduce -16.0% 2,619 $536K
MBE Wealth Management, LLC 0.23% Reduce -0.9% 2,614 $535K
Hanson & Doremus Investment Management 0.07% Add +7.5% 2,611 $534K
Condor Capital Management 0.05% Reduce -2.5% 2,607 $534K
Wealth Management Strategies, Inc. 0.29% Reduce -13.9% 2,598 $532K
Blue Oak Capital, LLC 0.28% Reduce -21.4% 2,580 $530K
Mengis Capital Management, Inc. 0.11% Reduce -0.8% 2,589 $530K
Next Level Wealth Planning, LLC 0.34% Reduce -3.9% 2,589 $530K
Blue Bell Private Wealth Management, LLC 0.09% Add +4.1% 2,575 $527K
Chevy Chase Trust Holdings, LLC 0.00% Add +8.4% 2,575 $527K
PBMares Wealth Management LLC 0.10% Add +5.2% 2,575 $527K
Planned Solutions, Inc. 0.20% Add +5.5% 2,570 $526K
Phillips Wealth Planners LLC 0.48% Reduce -2.1% 2,550 $525K
McKinley Carter Wealth Services, Inc. 0.03% Reduce -0.3% 2,556 $523K
Darwin Wealth Management, LLC 0.18% Reduce -11.0% 2,548 $522K
Total Wealth Planning, LLC 0.07% No change 2,548 $521K
Heck Capital Advisors, LLC 0.04% Add +6.5% 2,546 $521K
Manchester Capital Management LLC 0.07% Add +8.2% 2,540 $520K
Orleans Capital Management Corp. 0.28% No change 2,536 $519K
Gimbal Financial 0.32% Reduce -9.6% 2,536 $519K
Baker Avenue Asset Management, LP 0.01% Reduce -0.0% 2,530 $518K
Verus Capital Partners, LLC 0.05% Add +1.7% 2,529 $518K
Brooklyn Investment Group 0.07% Add +44.2% 2,528 $517K
Cannon Financial Strategists, Inc. 0.08% No change 2,523 $516K
Beaumont Financial Advisors, LLC 0.04% No change 2,516 $515K
Claro Advisors Inc. 0.08% Add +27.4% 2,512 $514K
RS Crum Inc. 0.12% No change 2,510 $514K
Tanager Wealth Management LLP 0.06% Reduce -8.1% 2,508 $514K
Breakwater Capital Group 0.08% Reduce -1.3% 2,510 $514K
First Western Trust Bank 0.02% No change 2,507 $513K
Creekmur Asset Management LLC 0.09% Add +9.3% 2,503 $512K
ABLE Financial Group, LLC 0.12% Reduce -7.1% 2,501 $512K
Capital Market Strategies LLC 0.36% Reduce -3.9% 2,500 $512K
Priebe Wealth Holdings LLC 0.44% No change 2,495 $511K
Access Financial Services, Inc. 0.19% Add +5.7% 2,492 $510K
Dividend Assets Capital, LLC 0.09% Add +15.1% 2,490 $510K
Crowley Wealth Management, Inc. 0.46% Add +16.8% 2,489 $509K
River Street Advisors LLC 0.22% Add +2.9% 2,489 $509K
Alan B Lancz & Associates, Inc. 0.51% No change 2,487 $509K
Hamilton Point Investment Advisors, LLC 0.08% No change 2,476 $509K
Avalon Trust Co 0.04% Add +107.1% 2,485 $509K
Denver Wealth Management, Inc. 0.21% No change 2,482 $508K
Penobscot Investment Management Company, Inc. 0.04% Add +4.2% 2,480 $508K
Vertex Planning Partners, LLC 0.11% No change 2,478 $507K
Regimen Wealth, LLC 0.16% Reduce -11.5% 2,475 $507K
Cape Investment Advisory, Inc. 0.18% Add +8.7% 2,474 $506K
Arkos Global Advisors 0.07% Reduce -34.5% 2,471 $506K
Oak Asset Management, LLC 0.18% No change 2,472 $506K
Quadcap Wealth Management, LLC 0.06% Add +2.1% 2,472 $506K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Add +1.2% 2,466 $505K
Cherry Tree Wealth Management, LLC 0.12% Reduce -0.4% 2,462 $504K
Hantz Financial Services, Inc. 0.01% Add +15.5% 2,454 $502K
Insight Wealth Strategies, LLC 0.06% Reduce -1.8% 2,434 $502K
Alpha Omega Wealth Management LLC 0.09% No change 2,436 $499K
KPP Advisory Services LLC 0.08% No change 2,435 $498K
Focused Wealth Management, Inc 0.06% Add +1.4% 2,428 $497K
North Capital, Inc. 0.43% No change 2,424 $496K
Plancorp, LLC 0.02% Add +39.8% 2,413 $494K
Diversified Portfolios, Inc. 0.05% Reduce -0.2% 2,411 $493K
Blue Zone Wealth Advisors, LLC 0.12% Add +10.1% 2,410 $493K
Holderness Investments Co. 0.11% No change 2,406 $493K
Brookmont Capital Management 0.28% Reduce -6.9% 2,399 $491K
IMG Wealth Management, Inc. 0.38% Add +30.8% 2,398 $491K
Aspire Growth Partners LLC 0.40% Add +47.6% 2,394 $490K
Clarus Group, Inc. 0.18% No change 2,391 $489K
S.A. Mason LLC 0.24% Reduce -6.3% 2,389 $489K
Perkins Coie Trust Co 0.08% No change 2,379 $487K
Iams Wealth Management, LLC 0.22% New 2,376 $486K
Physician Wealth Advisors, Inc. 0.08% Reduce -1.1% 2,361 $483K
1776 Wealth LLC 0.20% No change 2,360 $483K
Revisor Wealth Management LLC 0.17% Add +8.5% 2,321 $481K
LMG Wealth Partners, LLC 0.10% No change 2,343 $480K
Walker Asset Management, LLC 0.28% Add +14.1% 2,341 $479K
Legacy Edge Advisors, LLC 0.06% Reduce -0.1% 2,340 $479K
Long Island Wealth Management, Inc. 0.25% No change 2,339 $479K
Manske Wealth Management 0.16% No change 2,330 $477K
Myecfo, LLC 0.23% No change 2,327 $476K
Sightline Wealth Advisors, LLC 0.23% No change 2,322 $475K
Meridian Wealth Partners, LLC 0.07% Reduce -10.4% 2,295 $470K
Trust Co 0.05% Reduce -44.1% 2,286 $468K
Aurora Private Wealth, Inc. 0.35% Add +44.5% 2,279 $467K
Key Financial Inc 0.09% Reduce -1.9% 2,278 $466K
Pacific Center for Financial Services 0.13% Add +1.6% 2,276 $466K
Tritonpoint Wealth, LLC 0.04% Reduce -1.8% 2,263 $465K
Heritage Wealth Management, Inc. 0.15% Reduce -0.2% 2,269 $464K
Accredited Investor Services, LLC 0.35% Add +0.1% 2,265 $464K
ForthRight Wealth Management, LLC 0.14% No change 2,265 $464K
Fingerlakes Wealth Management, Inc. 0.35% Reduce -0.1% 2,260 $462K
Operose Advisors LLC 0.13% No change 2,258 $462K
Avion Wealth 0.10% No change 2,239 $458K
RIA Advisory Group LLC 0.13% Reduce -6.6% 2,237 $458K
ONE Advisory Partners, LLC 0.15% New 2,197 $458K
Arthur M. Cohen & Associates, LLC 0.08% Reduce -19.0% 2,234 $457K
MN Wealth Advisors, LLC 0.27% Reduce -32.2% 2,229 $456K
American Capital Advisory, LLC 0.23% No change 2,225 $455K
Clifford Swan Investment Counsel LLC 0.02% Add +5.9% 2,221 $455K
Magnolia Capital Advisors LLC 0.11% Reduce -3.3% 2,210 $452K
Blankinship & Foster, LLC 0.11% Reduce -1.1% 2,206 $452K
Castle Rock Wealth Management, LLC 0.11% Add +4.8% 2,176 $450K
Elyxium Wealth, LLC 0.17% No change 2,200 $450K
Waterfront Wealth Inc. 0.10% Add +39.1% 2,197 $450K
Astoria Portfolio Advisors LLC. 0.13% Add +1.8% 2,161 $450K
Higgins & Schmidt Wealth Strategies LLC 0.25% Reduce -1.1% 2,196 $449K
Rydar Equities, Inc. 0.35% — 2,188 $448K
Berkshire Asset Management LLC 0.02% Reduce -0.6% 2,179 $446K
Old Second National Bank of Aurora 0.10% Add +7.4% 2,177 $446K
Liberty Wealth Management LLC 0.07% New 2,175 $445K
Paragon Financial Partners, Inc. 0.30% No change 2,172 $445K
Clarity Financial LLC 0.05% Reduce -10.7% 2,167 $444K
Dana Investment Advisors, Inc. 0.01% No change 2,164 $443K
InvesTrust 0.17% No change 2,163 $443K
New Republic Capital, LLC 0.16% Add +48.1% 2,151 $442K
Chaney Capital Management, Inc. 0.17% No change 2,155 $441K
Nvwm, LLC 0.11% Add +15.0% 2,151 $440K
Madrona Financial Services, LLC 0.11% No change 2,146 $439K
Santori & Peters, Inc. 0.16% No change 2,145 $439K
Eagle Rock Investment Company, LLC 0.07% No change 2,140 $438K
Interchange Capital Partners, LLC 0.10% Add +8.8% 2,136 $437K
Mayport, LLC 0.10% Reduce -30.0% 2,133 $437K
United Advisor Group, LLC 0.08% Reduce -0.3% 2,133 $437K
Insigneo Advisory Services, LLC 0.04% Add +50.7% 2,125 $435K
Disciplined Investments, LLC 0.18% Reduce -2.8% 2,124 $435K
Atlantic Family Wealth, LLC 0.38% Reduce -0.5% 2,120 $434K
James J. Burns & Company, LLC 0.07% Reduce -10.6% 2,120 $434K
Strait & Sound Wealth Management LLC 0.18% No change 2,114 $433K
Private Wealth Asset Management, LLC 0.06% Add +18.8% 2,112 $432K
Jeppson Wealth Management, LLC 0.15% Reduce -1.4% 2,107 $431K
Cobblestone Capital Advisors LLC 0.02% Reduce -2.8% 2,103 $430K
Southland Equity Partners LLC 0.09% No change 2,098 $429K
Elevation Point Wealth Partners, LLC 0.03% Reduce -2.4% 2,091 $428K
New World Advisors LLC 0.09% Add +39.0% 2,090 $428K
Presilium Private Wealth, LLC 0.09% Reduce -0.9% 2,085 $427K
Hibernia Wealth Partners, LLC 0.16% Add +100.0% 2,078 $425K
White Pine Capital LLC 0.13% No change 2,077 $425K
Davidson Trust Co. 0.20% No change 2,072 $424K
Gilman Hill Asset Management, LLC 0.07% No change 2,070 $424K
Clarity Capital Advisors, LLC 0.25% Add +42.1% 2,067 $423K
First Bank & Trust 0.08% No change 2,065 $423K
Westfuller Advisors, LLC 0.24% No change 2,056 $423K
Schneider Downs Wealth Management Advisors, LP 0.06% No change 2,061 $422K
Octavia Wealth Advisors, LLC 0.05% Reduce -1.4% 2,048 $421K
Disciplined Investors, L.L.C. 0.33% No change 2,054 $420K
Shepherd Financial Partners LLC 0.04% Reduce -52.3% 2,054 $420K
Doliver Advisors, LP 0.11% No change 2,050 $420K
Bedell Frazier Investment Counselling, LLC 0.11% No change 2,050 $420K
Cahaba Wealth Management, Inc. 0.03% Reduce -3.9% 2,048 $419K
Palumbo Wealth Management LLC 0.13% No change 2,045 $418K
Nestegg Advisors, Inc. 0.40% Reduce -0.2% 2,036 $417K
Legacy Capital Wealth Partners, LLC 0.09% Add +14.1% 2,032 $416K
Abacus Planning Group, Inc. 0.06% Reduce -0.6% 2,030 $415K
American Trust 0.04% New 2,026 $415K
Buttonwood Financial Group, LLC 0.21% New 1,999 $413K
Means Investment Co., Inc. 0.04% No change 2,012 $412K
BTS Asset Management, Inc. 0.49% Reduce -45.9% 2,003 $410K
Finer Wealth Management, Inc. 0.22% No change 2,000 $409K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 2,000 $409K
Hancock Whitney Corp. 0.01% Add +47.1% 1,993 $408K
Nordwand Advisors, LLC 0.06% New 1,990 $407K
Continuum Wealth Advisors, LLC 0.19% No change 1,978 $405K
Index Fund Advisors, Inc. 0.02% No change 1,968 $403K
Ameriflex Group, Inc. 0.21% Reduce -7.3% 1,977 $402K
FourThought Financial Partners, LLC 0.04% No change 1,963 $402K
Cullen/Frost Bankers, Inc. 0.01% Add +5.2% 1,956 $400K
Bernardo Wealth Planning LLC 0.09% Add +26.7% 1,954 $400K
One Capital Management, LLC 0.01% Add +52.3% 1,952 $400K
Rockline Wealth Management, LLC 0.09% Reduce -1.8% 1,945 $398K
Investments & Financial Planning, LLC 0.23% Add +9.2% 1,941 $397K
Aspen Investment Management Inc 0.17% No change 1,939 $397K
Wealthstream Advisors, Inc. 0.07% Add +3.8% 1,938 $397K
Strategent Financial, LLC 0.31% No change 1,935 $396K
Redwood Investment Management, LLC 0.04% No change 1,932 $395K
T. Rowe Price Associates Inc. 0.00% No change 1,928 $395K
Quadrant Capital Group LLC 0.01% Reduce -11.2% 1,927 $394K
Elevated Capital Advisors, LLC 0.11% No change 2,033 $394K
Howard Capital Management Group, LLC 0.03% No change 1,926 $394K
Tilia Fiduciary Partners, Inc. 0.24% Add +5.1% 1,925 $394K
Symmetry Partners, LLC 0.05% No change 1,924 $394K
Founders Grove Wealth Partners, LLC 0.10% Add +8.3% 1,923 $394K
Catalyst Private Wealth, LLC 0.17% Add +1.1% 1,915 $392K
tru Independence LLC 0.11% Add +3.6% 1,906 $390K
BostonPremier Wealth LLC 0.22% No change 1,906 $390K
Tyler-Stone Wealth Management 0.06% No change 1,904 $390K
Compass Capital Corp. /Ma/ 0.18% Add +1.2% 1,893 $389K
Teamwork Financial Advisors, LLC 0.05% Add +2.6% 1,897 $388K
Dover Advisors, LLC 0.17% Reduce -24.9% 1,891 $387K
Hills Bank & Trust Co 0.02% No change 1,887 $386K
Shulman DeMeo Asset Management LLC 0.10% Reduce -0.1% 1,886 $386K
McGinn Penninger Investment Management, Inc. 0.24% Reduce -9.2% 1,886 $386K
Portland Financial Advisors Inc 0.93% No change 1,885 $386K
Smart Money Group LLC 0.12% Reduce -34.4% 1,883 $385K
Curtis Advisory Group, LLC 0.10% No change 1,875 $384K
Wealth Management Partners, LLC 0.14% No change 1,854 $383K
Strategic Wealth Investment Group, LLC 0.55% Add +11.7% 1,869 $383K
Ariadne Wealth Management, LP 0.18% No change 1,822 $383K
Seelaus Asset Management LLC 0.34% Reduce -3.3% 1,869 $383K
Jupiter Wealth Management LLC 0.19% No change 1,821 $382K
Endeavor Private Wealth, Inc. 0.18% Reduce -20.0% 1,857 $382K
Commonwealth Retirement Investments LLC 0.14% Reduce -4.6% 1,849 $378K
Sage Financial Group Inc. 0.03% No change 1,848 $378K
Grey Fox Wealth Advisors, LLC 0.09% Reduce -41.4% 1,840 $378K
Elite Financial, Inc. 0.19% Add +0.2% 1,828 $378K
Syntegra Private Wealth Group, LLC 0.04% Reduce -5.6% 1,846 $378K
Colton Groome Financial Advisors, LLC 0.13% No change 1,840 $377K
Liberty Capital Management, Inc. 0.08% No change 1,834 $375K
Welch & Forbes LLC 0.00% Add +0.8% 1,832 $375K
Chokshi & Queen Wealth Advisors, Inc 0.21% Reduce -1.1% 1,832 $375K
Wealthedge Investment Advisors, LLC 0.16% Reduce -3.1% 1,826 $374K
Woodard & Co. Asset Management Group Inc. 0.07% No change 1,825 $374K
Integrity Investment Advisors, LLC 0.29% No change 1,824 $373K
Diversified Enterprises, LLC 0.03% Add +12.3% 1,824 $373K
Pennsylvania Capital Management Inc. 0.12% No change 1,822 $373K
Outlook Wealth Advisors, LLC 0.10% Add +6.4% 1,819 $372K
Vista Capital Partners, Inc. 0.04% No change 1,819 $372K
Demars Financial Group, LLC 0.14% Add +1.8% 1,812 $371K
Lyell Wealth Management, LP 0.03% No change 1,810 $370K
Faithward Advisors, LLC 0.06% Add +1.5% 1,802 $369K
Barnett & Company, Inc. 0.29% Reduce -0.1% 1,796 $368K
Level Wealth Management LLC 0.21% No change 1,791 $367K
Ellsworth Advisors, LLC 0.09% Reduce -43.0% 1,787 $366K
Cura Wealth Advisors, LLC 0.17% No change 1,785 $365K
Holland Advisory Services, Inc. 0.53% No change 1,780 $364K
Harbor Asset Planning, Inc. 0.35% — 1,770 $362K
Fort Point Capital Partners LLC 0.04% Add +17.2% 1,758 $361K
Grantvest Financial Group LLC 0.27% Reduce -18.5% 1,763 $361K
Investors Asset Management of Georgia Inc. /Ga/ 0.17% No change 1,762 $361K
NCM Capital Management, LLC 0.15% No change 1,761 $360K
Carl P. Sherr & Co., LLC 0.18% Add +0.9% 1,760 $360K
Navellier & Associates Inc. 0.04% No change 1,759 $360K
Fairman Group, LLC 0.30% No change 1,749 $360K
Parkside Advisors LLC 0.08% No change 1,748 $359K
Cairn Investment Group, Inc. 0.19% No change 1,752 $359K
Grandview Asset Management LLC 0.11% Reduce -5.0% 1,754 $359K
Wincap Financial LLC 0.29% Reduce -30.1% 1,748 $358K
Gallagher Capital Advisors, LLC 0.29% Reduce -5.8% 1,714 $357K
Victrix Investment Advisors 0.16% Add +35.4% 1,743 $357K
Costello Asset Management, INC 0.13% Reduce -0.1% 1,742 $356K
High Falls Advisors, Inc 0.08% Add +11.6% 1,735 $355K
Trinity Financial Advisors LLC 0.11% No change 1,728 $355K
Clarion Wealth Managment Partners, LLC 0.39% — 1,735 $355K
Williams & Novak, LLC 0.30% No change 1,734 $355K
Narus Financial Partners, LLC 0.11% Add +2.1% 1,733 $355K
Eaton-Cambridge Inc. 0.13% No change 1,732 $354K
Richardson Capital Management LLC 0.19% Reduce -2.3% 1,730 $354K
Mraz, Amerine & Associates, Inc. 0.06% Reduce -0.3% 1,727 $353K
Obermeyer Wealth Partners 0.02% Add +65.9% 1,725 $353K
NFSG Corp 0.06% Add +2.2% 1,717 $351K
LongView Asset Management LLC 0.26% No change 1,709 $350K
Private Wealth Group, LLC 0.19% No change 1,709 $350K
First National Corp. /Ma/ 0.07% Reduce -8.0% 1,696 $347K
Barnes Pettey Financial Advisors, LLC 0.23% Add +37.1% 1,695 $347K
LJI Wealth Management, LLC 0.06% No change 1,695 $347K
Summit Asset Management, LLC 0.06% No change 1,689 $346K
Sensible Money, LLC 0.13% No change 1,668 $341K
TruNorth Capital Management, LLC 0.08% No change 1,665 $341K
West Branch Capital LLC 0.10% No change 1,664 $340K
Byrne Financial Freedom, LLC 0.17% No change 1,662 $340K
RHS Financial, LLC 0.19% No change 1,662 $340K
Lynx Investment Advisory 0.22% Reduce -3.7% 1,657 $339K
Whitener Capital Management, Inc. 0.09% Add +7.8% 1,655 $339K
Sather Financial Group Inc 0.02% No change 1,651 $338K
Canvas Wealth Advisors, LLC 0.07% Add +18.9% 1,614 $337K
Certior Financial Group, LLC 0.26% No change 1,645 $337K
Kingsman Wealth Management, Inc. 0.21% Reduce -3.0% 1,642 $336K
Truepoint, Inc. 0.01% Reduce -14.5% 1,641 $336K
Strategic Advisors LLC 0.07% New 1,640 $336K
Chapin Davis, Inc. 0.09% No change 1,639 $335K
Lineweaver Wealth Advisors, LLC 0.05% No change 1,638 $335K
CFO4Life Group, LLC 0.05% Add +3.1% 1,633 $334K
Plum Street Advisors, LLC 0.15% No change 1,631 $334K
Stockman Wealth Management, Inc. 0.05% Reduce -9.3% 1,630 $334K
Hamilton Wealth, LLC 0.07% Add +0.7% 1,629 $333K
W.G. Shaheen & Associates DBA Whitney & Co 0.03% No change 1,627 $333K
GatePass Capital, LLC 0.22% No change 1,625 $333K
Greenline Partners, LLC 0.04% No change 1,624 $332K
Skyline Advisors, Inc. 0.12% New 1,623 $332K
HMS Capital Management, LLC 0.15% Reduce -56.3% 1,623 $332K
Diversify Advisory Services, LLC 0.01% New 1,592 $332K
Lake Hills Wealth Management, LLC 0.19% No change 1,622 $332K
Paulson Wealth Management Inc. 0.09% No change 1,621 $332K
Glassman Wealth Services 0.05% Reduce -2.2% 1,616 $331K
Acropolis Investment Management, LLC 0.02% Add +1.7% 1,614 $330K
Weaver Capital Management LLC 0.08% No change 1,609 $329K
Ewa, LLC 0.10% Reduce -39.0% 1,608 $329K
SpringVest Wealth Management LLC 0.27% No change 1,600 $329K
Pennington Partners & Co., LLC 0.18% Add +6.7% 1,600 $329K
My Personal CFO, LLC 0.15% Reduce -0.9% 1,606 $329K
Lodestone Wealth Management LLC 0.16% No change 1,606 $329K
Deutsche Bank AG 0.00% No change 1,603 $328K
Dixon Fnancial Services, Inc. 0.17% No change 1,600 $327K
Landaas & Co. /Wi 0.08% New 1,598 $327K
Caitlin John, LLC 0.29% Add +0.3% 1,582 $324K
Lakeside Advisors, INC. 0.21% Reduce -3.1% 1,573 $322K
Private Client Services, LLC 0.13% No change 1,572 $322K
Intrua Financial, LLC 0.05% No change 1,568 $321K
Wealth Management Associates, Inc. 0.12% No change 1,568 $321K
Robinswood Financial LLC 0.11% Reduce -19.3% 1,566 $321K
Hamilton Capital, LLC 0.02% Add +1.3% 1,564 $320K
Stonebridge Capital Advisors LLC 0.02% Add +0.5% 1,561 $320K
Tortoise Investment Management, LLC 0.03% No change 1,550 $317K
Pioneer Wealth Management Group 0.12% New 1,541 $315K
Kings Path Partners LLC 0.13% No change 1,540 $315K
Intrepid Financial Planning Group LLC 0.13% No change 1,540 $315K
Main Street Group, LTD 0.11% Add +7.8% 1,538 $315K
Capasso Planning Partners LLC 0.18% Reduce -54.2% 1,537 $315K
Leigh Baldwin & Co., LLC 0.21% Reduce -2.9% 1,530 $313K
Aspiring Ventures, LLC 0.15% No change 1,528 $313K
Provident Wealth Management, LLC 0.10% No change 1,528 $313K
Fourpath Capital Management, LLC 0.05% No change 1,524 $312K
WP Advisors, LLC 0.09% No change 1,523 $312K
Asio Capital, LLC 0.05% No change 1,516 $312K
Bouchey Financial Group, Ltd. 0.03% Reduce -0.3% 1,518 $311K
Pinnacle Wealth Planning Services, Inc. 0.04% Reduce -1.8% 1,521 $311K
Butensky & Cohen Financial Security, Inc. 0.09% Reduce -1.6% 1,521 $311K
Ipswich Investment Management Co., Inc. 0.08% No change 1,521 $311K
Sageworth Trust Co 0.02% No change 1,517 $310K
Capital Squared Financial LLC 0.36% — 1,508 $309K
Investor's Fiduciary Advisor Network, LLC 0.11% New 1,508 $308K
BBR Partners, LLC 0.02% No change 1,501 $307K
Omega Financial Group, LLC 0.11% No change 1,501 $307K
Tennessee Valley Asset Management Partners 0.08% Reduce -94.9% 1,500 $307K
Fragasso Financial Advisors Inc 0.02% No change 1,496 $306K
Aspire Capital Advisors LLC 0.08% New 1,495 $306K
Adirondack Trust Co. 0.11% No change 1,493 $306K
GGM Financial LLC 0.18% No change 1,491 $305K
Woodside Wealth Management LLC 0.26% No change 1,481 $303K
Wealth Effects LLC 0.11% Reduce -2.0% 1,480 $303K
Mattern Capital Management, LLC 0.04% No change 1,480 $303K
Hendershot Investments Inc. 0.04% Add +1.0% 1,479 $303K
Bantamac Capital, LLC 0.11% No change 1,470 $301K
Towne Trust Company, N.A 0.10% No change 1,470 $301K
GHP Investment Advisors, Inc. 0.01% Add +13.4% 1,468 $300K
Journey Strategic Wealth LLC 0.01% Add +0.5% 1,466 $300K
Commonwealth Financial Services, LLC 0.06% Add +21.7% 1,463 $299K
Indie Asset Partners, LLC 0.54% Reduce -16.0% 1,462 $299K
Brighton Securities Corp. 0.16% New 1,460 $299K
McCarter Private Wealth Services LLC 0.17% No change 1,459 $299K
Juncture Wealth Strategies, LLC 0.11% Reduce -32.4% 1,458 $298K
Suncoast Equity Management 0.03% No change 1,456 $298K
Sentinel Trust Co. Lba 0.03% No change 1,455 $298K
Texas Capital Bancshares Inc 0.11% No change 1,453 $297K
Cornerstone Wealth Group, LLC 0.02% Reduce -5.0% 1,451 $297K
McHugh Group, LLC 0.20% No change 1,450 $297K
Retirement Income Solutions, Inc. 0.05% No change 1,446 $296K
Goelzer Investment Management, Inc. 0.02% No change 1,445 $296K
PKS Advisory Services, LLC 0.07% Add +4.1% 1,443 $295K
Windsor Capital Management, LLC 0.09% No change 1,442 $295K
Granite Harbor Advisors, Inc. 0.14% No change 1,439 $295K
Spinnaker Trust 0.02% Add +25.1% 1,439 $295K
LifeWealth Investments, LLC 0.11% No change 1,430 $293K
Smith & Howard Wealth Management, LLC 0.07% No change 1,426 $292K
Alpha Financial Advisors, LLC 0.11% Add +22.3% 1,417 $290K
MV Capital Management, Inc. 0.03% No change 1,416 $290K
Bruce G. Allen Investments, LLC 0.22% No change 1,415 $290K
Petra Financial Advisors Inc. 0.18% No change 1,415 $290K
Nalls Sherbakoff Group, LLC 0.21% No change 1,411 $289K
Optivise Advisory Services LLC 0.15% No change 1,410 $289K
Oakworth Capital, Inc. 0.02% No change 1,409 $288K
Wayfinding Financial, LLC 0.13% Add +1.6% 1,393 $288K
Checchi Capital Advisers, LLC 0.02% No change 1,407 $288K
Dominguez Wealth Management Solutions, Inc. 0.20% No change 1,406 $288K
Wrenne Financial Planning LLC 0.13% No change 1,405 $288K
Foguth Wealth Management, LLC. 0.06% Reduce -53.0% 1,402 $287K
Enhancing Capital LLC 0.22% No change 1,400 $287K
Mirador Capital Partners LP 0.05% Add +8.6% 1,395 $286K
Alternative Investment Advisors, LLC. 0.14% No change 1,389 $284K
XY Planning Network, Inc. 0.10% Add +21.9% 1,387 $284K
Mustard Seed Financial, LLC 0.20% Add +24.4% 1,385 $283K
EPG Wealth Management LLC 0.09% No change 1,384 $283K
Uptown Financial Advisors LLC 0.26% No change 1,384 $283K
Compass Advisory Group LLC 0.09% No change 1,375 $283K
JTC Employer Solutions Trustee Ltd 0.03% No change 1,375 $281K
Weitzel Financial Services, Inc. 0.12% Add +7.1% 1,357 $281K
Baron Financial Group, LLC 0.16% No change 1,367 $280K
Signature Wealth Management Partners, LLC 0.16% No change 1,365 $279K
Vista Investment Partners LLC 0.08% Add +5.7% 1,365 $279K
Almanack Investment Partners, LLC. 0.04% New 1,365 $279K
American Investment Services, Inc. 0.07% Reduce -34.9% 1,355 $277K
City Holding Co. 0.04% Reduce -15.5% 1,353 $277K
Mission Creek Capital Partners, Inc. 0.06% Reduce -1.5% 1,350 $276K
Global Wealth Management Investment Advisory, Inc. 0.05% New 1,350 $276K
Dash Acquisitions Inc. 0.06% No change 1,321 $275K
First American Trust, FSB 0.02% Reduce -4.0% 1,341 $275K
MWA Asset Management 0.17% Reduce -11.0% 1,341 $274K
Tenon Financial LLC 0.12% No change 1,338 $274K
Wolff Wiese Magana LLC 0.17% No change 1,333 $273K
Bay Harbor Wealth Management, LLC 0.08% No change 1,323 $272K
Vance Wealth, LLC 0.09% Add +13.0% 1,321 $270K
JSF Financial, LLC 0.06% New 1,320 $270K
Caerus Investment Advisors, LLC 0.26% No change 1,320 $270K
Reyes Financial Architecture, Inc. 0.23% No change 1,312 $269K
Concord Asset Management, LLC 0.04% New 1,307 $268K
Concord Wealth Partners 0.04% Reduce -0.1% 1,307 $268K
Cathy Pareto & Associates, Inc. 0.22% Reduce -1.1% 1,307 $268K
Peddock Capital Advisors, LLC 0.06% No change 1,304 $267K
Clearview Wealth Advisors LLC 0.19% Reduce -0.6% 1,302 $266K
Corus Family Wealth Advisors 0.19% No change 1,301 $266K
Kilter Group LLC 0.14% Reduce -16.9% 1,300 $266K
Brass Tax Wealth Management, Inc. 0.05% Add +9.7% 1,300 $266K
Argus Investors' Counsel, Inc. 0.19% No change 1,293 $265K
Acorn Financial Advisory Services Inc. 0.04% Reduce -22.4% 1,288 $264K
Valtinson Bruner Financial Planning LLC 0.08% New 1,287 $263K
Financial Synergies Wealth Advisors, Inc. 0.03% Reduce -1.3% 1,285 $263K
Resources Management Corp. /CT/ 0.04% No change 1,285 $263K
Haven Private, LLC 0.12% Reduce -3.8% 1,280 $262K
Stratos Investment Management, LLC 0.01% Add +12.4% 1,273 $261K
Murphy Pohlad Asset Management LLC 0.11% No change 1,271 $260K
Trust Co. of Toledo NA 0.03% New 1,269 $260K
Traynor Capital Management, Inc. 0.02% New 1,257 $259K
Accent Capital Management, LLC 0.12% Add +3.4% 1,261 $258K
Empirical Asset Management, LLC 0.08% No change 1,256 $257K
Kropog Financial Group, LLC 0.22% Reduce -4.9% 1,254 $257K
First Financial Bankshares Inc 0.01% No change 1,254 $257K
Oldfather Financial Services, LLC 0.09% No change 1,252 $256K
Evolution Wealth Management Inc. 0.32% — 1,251 $256K
LCNB Corp. 0.09% New 1,248 $255K
Accurate Wealth Management, LLC 0.04% Reduce -0.1% 1,231 $255K
Gould Asset Management LLC 0.05% Reduce -3.3% 1,245 $255K
G2 Capital Management, LLC / Oh 0.07% Reduce -4.0% 1,241 $254K
Archvest Wealth Advisors, Inc. 0.22% Reduce -4.6% 1,241 $254K
AllSquare Wealth Management LLC 0.14% No change 1,239 $254K
Iowa State Bank 0.05% No change 1,239 $254K
BNP Paribas Financial Markets 0.00% Reduce -98.3% 1,234 $253K
SMI Advisory Services, LLC 0.05% New 1,229 $252K
Live Oak Private Wealth LLC 0.04% Reduce -2.7% 1,228 $251K
Greenwood Gearhart LLC 0.02% Reduce -12.1% 1,226 $251K
Abound Wealth Management 0.07% No change 1,226 $251K
Zullo Investment Group, Inc. 0.10% No change 1,225 $251K
Farmers Trust Co. 0.05% No change 1,224 $251K
Cottage Street Advisors LLC 0.13% No change 1,224 $250K
Firethorn Wealth Partners, LLC 0.11% Add +15.6% 1,223 $250K
Old Port Advisors 0.07% Reduce -2.3% 1,217 $249K
Sound Income Strategies, LLC 0.01% Reduce -2.4% 1,217 $249K
Howe & Rusling Inc. 0.02% Reduce -12.9% 1,214 $248K
Kera Capital Partners, Inc. 0.05% Add +0.8% 1,214 $248K
Isthmus Partners, LLC 0.03% No change 1,211 $248K
True North Advisors, LLC 0.05% No change 1,207 $247K
Redwood Wealth Management Group, LLC 0.11% No change 1,204 $246K
Resolute Wealth Strategies, LLC 0.13% No change 1,203 $246K
Pacifica Partners Inc. 0.10% Reduce -1.2% 1,207 $246K
Precedent Wealth Partners, LLC 0.06% Reduce -21.9% 1,202 $246K
Klingenstein Fields & Co. LP 0.01% Reduce -2.4% 1,197 $245K
SK Wealth Management, LLC 0.11% Add +0.4% 1,182 $245K
Financial Connections Group, Inc. 0.10% No change 1,195 $244K
Charles Schwab Trust Co 0.02% New 1,192 $244K
Francis Financial, Inc. 0.06% No change 1,190 $244K
Goldstone Financial Group, LLC 0.03% Add +1.2% 1,171 $243K
Beacon Harbor Wealth Advisors, Inc. 0.06% No change 1,187 $243K
Gries Financial LLC 0.04% New 1,185 $243K
Watchman Group, Inc. 0.06% No change 1,183 $242K
Balentine LLC 0.01% No change 1,183 $242K
Kestra Investment Management, LLC 0.01% Add +4.5% 1,177 $241K
Altfest L J & Co. Inc. 0.03% No change 1,175 $240K
Next Level Private LLC 0.08% No change 1,172 $240K
Bravias Capital Group, LLC 0.18% No change 1,170 $239K
Marathon Capital Management 0.06% No change 1,169 $239K
King Wealth Management Group 0.03% No change 1,168 $239K
Summit Wealth Group LLC / Co. 0.06% — 1,162 $239K
Park Edge Advisors, LLC 0.06% No change 1,165 $238K
Triangle Securities Wealth Management 0.06% No change 1,162 $238K
Waypoint Wealth Partners Inc. 0.06% New 1,162 $238K
Colonial River Investments, LLC 0.10% Reduce -2.1% 1,147 $238K
Rather & Kittrell, Inc. 0.05% New 1,167 $238K
W1M Investment Management Ltd 0.00% No change 1,161 $238K
Midland Wealth Advisors, LLC 0.01% No change 1,156 $237K
Nemes Rush Group LLC 0.03% No change 1,151 $236K
AF Advisors, Inc. 0.08% No change 1,150 $235K
Carmel Capital Partners, LLC 0.08% New 1,149 $235K
BetterWealth, LLC 0.06% No change 1,148 $235K
Prasad Wealth Partners, LLC 0.07% No change 1,143 $234K
Parkwoods Wealth Partners, LLC 0.14% New 1,143 $234K
Olistico Wealth, LLC 0.13% No change 1,141 $234K
ETF Store, Inc. 0.27% Add +1.2% 1,141 $234K
Pin Oak Investment Advisors Inc. 0.20% No change 1,205 $233K
Callahan Advisors, LLC 0.02% New 1,138 $233K
Measured Wealth Private Client Group, LLC 0.07% No change 1,129 $231K
Bison Wealth, LLC 0.02% New 1,118 $231K
Silverleafe Capital Partners, LLC 0.08% No change 1,126 $230K
Keebeck Wealth Management 0.03% Reduce -25.1% 1,121 $230K
First City Capital Management, Inc. 0.13% Reduce -1.3% 1,125 $230K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Add +15.2% 1,120 $229K
Level Financial Advisors 0.07% No change 1,118 $229K
Lakeshore Financial Planning, Inc. 0.09% Add +4.7% 1,117 $229K
Obsidian Cio, LLC 0.03% Add +2.6% 1,116 $228K
Wealthcare Capital Management LLC 0.02% No change 1,111 $227K
V2 Financial group LLC 0.14% No change 1,100 $225K
Capital Management Corp. 0.04% Reduce -75.0% 1,100 $225K
Waterloo Capital, L.P. 0.02% No change 1,100 $225K
CX Institutional 0.01% No change 1,094 $224K
Triumph Capital Management 0.07% No change 1,093 $224K
Silvercrest Asset Management Group LLC 0.00% Add +4.1% 1,093 $224K
New Century Financial Group, LLC 0.26% Reduce -45.1% 1,090 $223K
Amarillo National Bank 0.04% No change 1,090 $223K
First Financial Group Corp 0.22% No change 1,085 $222K
Stark Wealth Management LLC 0.32% No change 1,081 $221K
Full Sail Capital, LLC 0.01% Add +1.8% 1,073 $220K
Fortis Capital Management LLC 0.03% New 1,064 $218K
Guyasuta Investment Advisors Inc. 0.01% Add +0.8% 1,061 $217K
NorthCrest Asset Manangement, LLC 0.01% New 1,045 $217K
Advus Financial Partners, LLC 0.06% No change 1,052 $215K
ArchPoint Investors 0.06% No change 1,043 $214K
Clearwater Capital Advisors, LLC 0.02% Reduce -1.4% 1,045 $214K
Zacks Investment Management 0.00% Reduce -27.7% 1,043 $213K
Vantage Point Financial LLC 0.09% No change 1,041 $213K
Florida Financial Advisors, LLC 0.05% New 1,041 $213K
Maltin Wealth Management, Inc. 0.10% No change 1,040 $213K
RMR Wealth Builders 0.02% New 1,033 $212K
Red Door Wealth Management, LLC 0.03% Reduce -3.1% 1,034 $212K
Core Wealth Partners LLC 0.11% Reduce -4.6% 1,033 $211K
Heritage Investment Group, Inc. 0.04% No change 1,033 $211K
Aull & Monroe Investment Management Corp 0.11% New 1,030 $211K
Rinkey Investments 0.06% Reduce -16.3% 1,030 $211K
WPWealth LLP 0.04% Reduce -0.3% 1,030 $211K
Ascentis Independent Advisors 0.04% Reduce -12.7% 1,030 $211K
Arjuna Capital 0.06% New 1,028 $210K
Nicholson Wealth Management Group, LLC 0.13% New 1,026 $210K
Vorpal, LLC 0.85% New 1,023 $209K
Elwood & Goetz Wealth Advisory Group, LLC 0.05% New 1,022 $209K
Vestia Personal Wealth Advisors 0.14% New 1,021 $209K
Quotient Wealth Partners, LLC 0.01% New 1,018 $208K
Burton Enright Welch 0.04% New 1,017 $208K
Cloud Capital Management, LLC 0.13% No change 1,006 $208K
Curated Wealth Partners LLC 0.02% New 1,014 $208K
Accordant Advisory Group Inc 0.15% No change 1,013 $207K
Winnacle Wealth LLC 0.15% New 1,013 $207K
Intergy Private Wealth, LLC 0.07% New 1,011 $207K
Comprehensive Money Management Services LLC 0.16% Reduce -27.3% 1,010 $207K
Uniting Wealth Partners, LLC 0.08% Reduce -9.8% 1,008 $206K
Avalon Capital Management 0.06% New 1,002 $205K
First County Bank 0.11% New 1,000 $205K
Solano Wealth Investment Advisors LLC 0.11% New 1,000 $205K
First Financial Corp. 0.09% No change 1,000 $205K
Element Pointe Advisors, LLC 0.05% New 1,000 $205K
LMCG Investments, LLC 0.01% New 1,000 $205K
Private Wealth Partners, LLC 0.02% New 999 $204K
Pinnacle Wealth Management Group, Inc. 0.12% New 998 $204K
LVW Advisors, LLC 0.02% New 996 $204K
Lee Danner & Bass Inc. 0.02% Reduce -9.1% 995 $204K
Redwood Financial Network Corp 0.14% New 995 $204K
Bar Harbor Wealth Management 0.01% New 995 $204K
Hidden Cove Wealth Management, LLC 0.15% New 995 $204K
Evelyn Partners Asset Management Ltd 0.05% No change 990 $203K
Blue Investment Partners LLC 0.07% New 989 $202K
Meritage Portfolio Management 0.01% New 988 $202K
Phoenix Wealth Advisors 0.08% New 987 $202K
Guerra Pan Advisors, LLC 0.13% New 985 $202K
FSA Investment Group, LLC 0.15% New 982 $201K
Godsey & Gibb, Inc. 0.02% Reduce -6.6% 981 $201K
Riversedge Advisors, LLC 0.04% New 979 $200K
NBT Bank, N.A. 0.01% Reduce -41.7% 977 $200K
Bogart Wealth, LLC 0.01% Reduce -54.7% 973 $199K
Copia Wealth Management 0.17% No change 959 $196K
Foster Dykema Cabot & Partners, LLC 0.01% No change 952 $196K
First Pacific Financial 0.03% Add +127.0% 940 $192K
Coastline Trust Co 0.02% No change 934 $191K
Roble, Belko & Company, Inc 0.03% No change 880 $180K
McIlrath & Eck, LLC 0.02% No change 861 $176K
Clearstead Trust, LLC 0.03% Add +59.0% 854 $175K
Main Management LLC 0.01% No change 833 $170K
Millstone Evans Group, LLC 0.11% No change 798 $163K
Rossby Financial, LCC 0.06% Add +5.4% 784 $160K
Briaud Financial Planning Inc 0.06% No change 786 $160K
Cornerstone Planning Group LLC 0.03% Reduce -10.3% 762 $157K
Syntax Research, Inc. 0.11% No change 758 $155K
Princeton Global Asset Management LLC 0.03% Reduce -27.9% 743 $152K
GeoWealth Management, LLC 0.01% Add +9.3% 737 $151K
Stelac Advisory Services LLC 0.06% No change 707 $145K
MTM Investment Management, LLC 0.05% New 707 $145K
Elevation Wealth Partners, LLC 0.06% No change 705 $144K
Centennial Bank 0.06% Reduce -18.6% 700 $143K
Brown, Lisle/Cummings, Inc. 0.04% No change 695 $142K
Moisand Fitzgerald Tamayo, LLC 0.02% Reduce -4.0% 688 $141K
Cooksen Wealth, LLC 0.11% Reduce -14.4% 660 $135K
Winch Advisory Services, LLC 0.03% Add +43.9% 656 $134K
Boreal Capital Management LLC 0.13% — 650 $134K
Mb, Levis & Associates, LLC 0.06% No change 652 $133K
Colonial Trust Advisors 0.01% Add +79.3% 651 $133K
Bellevue Asset Management, LLC 0.06% Add +0.2% 631 $129K
Newton One Investments LLC 0.04% No change 627 $128K
Winthrop Capital Management, LLC 0.03% No change 624 $128K
St. Johns Investment Management Company, LLC 0.06% New 600 $123K
GoalVest Advisory LLC 0.03% No change 598 $122K
MCF Advisors LLC 0.01% No change 590 $121K
SJS Investment Consulting Inc. 0.02% No change 586 $120K
Alpine Bank Wealth Management 0.02% No change 557 $114K
Salomon & Ludwin, LLC 0.01% Reduce -8.1% 545 $113K
Fairway Wealth LLC 0.04% No change 540 $111K
Aventura Private Wealth, LLC 0.05% No change 520 $106K
Avondale Wealth Management 0.06% No change 517 $106K
Truvestments Capital LLC 0.02% Reduce -1.0% 515 $105K
Evermay Wealth Management LLC 0.01% Reduce -4.3% 511 $105K
Rialto Wealth Management, LLC 0.03% Reduce -40.4% 495 $101K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% Add +758.2% 472 $97K
New Millennium Group LLC 0.05% No change 473 $97K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -10.4% 465 $95K
Traub Capital Management LLC 0.08% — 447 $92K
Twin Peaks Wealth Advisors, LLC 0.03% New 436 $91K
Parkside Financial Bank & Trust 0.01% No change 442 $91K
Toth Financial Advisory Corp. 0.01% Reduce -10.6% 440 $90K
REAP Financial Group, LLC 0.02% Reduce -5.6% 421 $86K
Headlands Technologies LLC 0.01% Reduce -36.9% 412 $84K
Stuart Chaussee & Associates, Inc. 0.02% No change 410 $84K
WFA Asset Management Corp 0.05% No change 455 $83K
10Elms LLP 0.09% No change 400 $82K
Fortitude Family Office, LLC 0.03% Reduce -3.6% 378 $77K
Transce3nd, LLC 0.03% Reduce -5.8% 370 $76K
Ameritas Investment Partners, Inc. 0.00% No change 361 $74K
Clarity Asset Management, Inc. 0.04% Add +20.4% 354 $73K
Cary Street Partners Investment Advisory LLC 0.04% Add +22.1% 354 $72K
Founders Capital Management 0.04% No change 350 $72K
Tidemark, LLC 0.02% No change 348 $71K
FSA Wealth Management LLC 0.03% No change 340 $70K
True Wealth Design, LLC 0.02% Reduce -35.4% 339 $69K
Atwood & Palmer Inc. 0.00% No change 336 $69K
Sittner & Nelson, LLC 0.03% No change 328 $67K
Creative Capital Management Investments LLC 0.02% Add +42.0% 328 $67K
Private Wealth Management Group, LLC 0.02% No change 320 $65K
Cypress Capital Management LLC (WY) 0.07% No change 318 $65K
Eukles Asset Management 0.03% No change 314 $64K
SOA Wealth Advisors, LLC. 0.01% No change 313 $64K
Investors Research Corp 0.01% No change 309 $63K
Maseco LLP 0.00% — 298 $61K
JDM Financial Group LLC 0.03% No change 293 $60K
Beaird Harris Wealth Management, LLC 0.00% Add +37.8% 288 $59K
TOWER TRUST & INVESTMENT Co 0.04% No change 288 $59K
Opal Wealth Advisors, LLC 0.02% Reduce -14.9% 285 $58K
WPG Advisers, LLC 0.05% Add +0.7% 282 $58K
Cornerstone National Bank & Trust Co 0.02% No change 280 $57K
Horrell Capital Management, Inc. 0.02% No change 274 $56K
Atlantic Private Wealth, LLC 0.04% No change 267 $55K
Morton Brown Family Wealth, LLC 0.02% No change 262 $54K
Anfield Capital Management, LLC 0.02% Add +62.5% 260 $53K
Vestor Capital, LLC 0.00% Reduce -64.2% 256 $52K
Legacies Wealth LLC 0.03% No change 250 $51K
Capital A Wealth Management, LLC 0.57% New 300 $51K
Solstein Capital, LLC 0.03% New 246 $50K
Gitterman Wealth Management, LLC 0.01% New 245 $50K
Valley Wealth Managers, Inc. 0.00% No change 245 $50K
Dogwood Wealth Management LLC 0.02% No change 243 $50K
Hara Capital LLC 0.03% No change 244 $50K
Promus Capital, LLC 0.03% Add +3.2% 226 $46K
Carderock Capital Management Inc. 0.01% New 225 $46K
Core Alternative Capital 0.01% Reduce -14.6% 223 $46K
Horizons Wealth Management 0.03% No change 222 $45K
HighMark Wealth Management LLC 0.02% Add +13.0% 209 $43K
CBIZ Investment Advisory Services, LLC 0.00% No change 208 $43K
Inlight Wealth Management, LLC 0.02% No change 205 $42K
Global Trust Asset Management, LLC 0.02% No change 201 $41K
Cedar Mountain Advisors, LLC 0.01% No change 201 $41K
Team Financial Group, LLC 0.02% New 198 $41K
Proffitt & Goodson Inc. 0.01% No change 196 $40K
United Community Bank 0.01% Add +89.3% 195 $40K
New England Capital Financial Advisors LLC 0.02% No change 192 $39K
TFC Financial Management, Inc. 0.01% Add +526.7% 188 $39K
Quest 10 Wealth Builders, Inc. 0.04% No change 186 $38K
North Ridge Wealth Advisors, Inc. 0.02% Reduce -3.1% 185 $38K
Comprehensive Financial Planning, Inc. 0.03% Reduce -9.2% 178 $36K
Longview Financial Advisors LLC 0.02% No change 175 $36K
Thompson Investment Management, Inc. 0.01% No change 175 $36K
Proathlete Wealth Management LLC 0.01% New 173 $35K
Twin Lakes Capital Management, LLC 0.02% No change 164 $34K
WealthCollab, LLC 0.02% No change 148 $30K
Piscataqua Savings Bank 0.03% No change 148 $30K
Valued Wealth Advisors LLC 0.02% Reduce -51.7% 145 $30K
GW&K Investment Management, LLC 0.00% Reduce -26.3% 140 $29K
Parkworth Wealth Management, Inc. 0.02% No change 141 $29K
Y.D. More Investments Ltd 0.00% No change 136 $28K
Curio Wealth, LLC 0.01% Add +4300.0% 132 $27K
Washington Trust Advisors, Inc. 0.00% No change 128 $26K
Allianz SE 0.00% No change 124 $25K
Bank of New Hampshire 0.01% No change 117 $24K
Highline Wealth Partners LLC 0.01% No change 115 $24K
Milestone Investment Advisors LLC 0.01% No change 112 $23K
Hurley Capital, LLC 0.02% No change 107 $22K
American National Bank & Trust 0.00% No change 107 $22K
Tompkins Financial Corp. 0.00% No change 107 $22K
CarsonAllaria Wealth Management, Ltd. 0.01% No change 106 $22K
Cheviot Value Management, LLC 0.00% No change 100 $21K
1620 Investment Advisors, Inc. 0.01% Reduce -28.6% 100 $20K
Midwest Capital Advisors, LLC 0.01% No change 100 $20K
DiNuzzo Private Wealth, Inc. 0.00% No change 100 $20K
Glass Jacobson Investment Advisors llc 0.01% Add +1314.3% 99 $20K
Barnes Dennig Private Wealth Management LLC 0.02% No change 92 $19K
Oliver Lagore Vanvalin Investment Group 0.01% — 97 $19K
Chelsea Counsel Co. 0.01% No change 88 $18K
Keener Financial Planning LLC 0.01% No change 90 $18K
Kozak & Associates, Inc. 0.00% Add +1.2% 82 $17K
Signature Resources Capital Management, LLC 0.01% No change 81 $17K
Safe Harbor Fiduciary, LLC 0.02% Reduce -50.6% 80 $16K
Horizon Financial Services, LLC 0.01% No change 78 $16K
Semmax Financial Advisors Inc. 0.00% New 72 $15K
Navigoe, LLC 0.01% No change 69 $14K
Rakuten Securities, Inc. 0.01% Reduce -71.1% 67 $14K
RMG Wealth Management LLC 0.00% — 66 $14K
Financial Gravity Companies, Inc. 0.00% — 641,889 $13K
Vermillion & White Wealth Management Group, LLC 0.01% Reduce -97.8% 64 $13K
Bangor Savings Bank 0.00% Reduce -70.9% 64 $13K
Murphy & Mullick Capital Management Corp 0.01% No change 63 $13K
Blume Capital Management, Inc. 0.00% New 62 $13K
Stone House Investment Management, LLC 0.00% No change 54 $11K
Financial Network Wealth Advisors LLC 0.01% Add +17.8% 53 $11K
Pinney & Scofield, Inc. 0.01% No change 52 $11K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +10.9% 51 $11K
Total Investment Management Inc. 0.00% New 50 $10K
PayPay Securities Corp 0.42% Add +2.4% 42 $9K
Legacy Investment Solutions, LLC 0.00% — 41 $8K
Legacy Wealth Managment, LLC 0.00% No change 41 $8K
BankPlus Trust Department 0.00% No change 40 $8K
Silicon Valley Capital Partners 0.00% Add +3900.0% 40 $8K
PMV Capital Advisers, LLC 0.02% New 35 $7K
Nova Wealth Management, Inc. 0.00% Reduce -74.8% 32 $7K
Bank & Trust Co 0.00% No change 30 $6K
Park Square Financial Group, LLC 0.00% No change 30 $6K
Prudent Man Investment Management, Inc. 0.00% No change 22 $4K
Ascentis Wealth Management, LLC 0.00% Add +12.5% 18 $4K
Catherine Avery Investment Management LLC 0.00% No change 17 $3K
Country Trust Bank 0.00% Add +1500.0% 16 $3K
Activest Wealth Management 0.00% No change 15 $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
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 8 $2K
Innovative Advisory Group, LLC 0.00% No change 8 $2K
Tower Research Capital LLC (TRC) 0.00% Reduce -11.1% 8 $2K
Fourth Dimension Wealth, LLC 0.00% No change 6 $1K
Gold Investment Management Ltd. 0.00% No change 5 $1K
Vision Financial Markets LLC 0.00% Add +20.0% 6 $1K
Gould Capital, LLC 0.00% No change 5 $1K
Covestor Ltd 0.00% No change 6 $1K
Luminist Capital LLC 0.00% No change 2 $412

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