Vanguard Dividend Apprec ETFVIGETF

13F holders, Q3 2025 (September 30)
2,338holders +38
107new positions
56sold out
6famous investors
$215.71avg. 13F price*

At the end of Q3 2025, 2,338 institutions reported holding Vanguard Dividend Apprec ETF (VIG) in their 13F filings, up 38 from Q2 2025. 107 opened new positions and 56 sold out. The largest holders were Bank of America Corp. ($4.6B), Morgan Stanley ($2.7B) and Wells Fargo & Company ($2.3B). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions107$246.2M
Exits56$21.7M

All 13F filers, Q2 2025 → Q3 2025: 7,848,968 shares bought and 4,844,430 shares sold, net +3,004,538 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,338 holders

Bank of America Corp. 0.34% Reduce -0.1% 21,291,388 $4.6B
Morgan Stanley 0.16% Reduce -1.2% 12,526,585 $2.7B
Wells Fargo & Company 0.47% Reduce -0.8% 10,586,038 $2.3B
Vanguard Group Inc. 0.03% Add +0.7% 10,560,061 $2.3B
Wealthfront Advisers LLC 4.86% Add +5.5% 9,592,106 $2.1B
LPL Financial LLC 0.43% Add +5.7% 6,878,056 $1.5B
UBS Group AG 0.27% Reduce -3.4% 6,330,710 $1.4B
HB Wealth Management, LLC 8.00% Add +5.7% 5,511,314 $1.2B
Raymond James Financial Inc. 0.37% Reduce -0.7% 5,328,591 $1.1B
Royal Bank of Canada 0.15% Add +3.0% 3,993,545 $861.8M
JPMorgan Chase & Co. 0.04% Reduce -1.3% 3,116,939 $672.6M
Commonwealth Equity Services, LLC 0.79% Reduce -5.2% 2,838,005 $612.4M
Prudential Financial Inc. 0.70% Reduce -33.4% 2,711,188 $585.0M
Ameriprise Financial Inc. 0.13% Reduce -0.2% 2,516,875 $543.1M
HighTower Advisors, LLC 0.57% Add +3.2% 2,345,899 $506.2M
Envestnet Asset Management Inc. 0.14% Reduce -3.9% 2,274,367 $490.8M
Signaturefd, LLC 6.93% Add +0.2% 2,036,235 $439.4M
Osaic Holdings, Inc. 0.55% Add +14.6% 1,830,992 $390.9M
Northwestern Mutual Wealth Management Co. 0.23% Add +6.7% 1,622,847 $350.2M
Modera Wealth Management, LLC 3.99% Add +3.1% 1,595,966 $344.4M
Corient Private Wealth LP 0.53% Add +88.4% 1,573,666 $339.6M
Jones Financial Companies LLLP 0.23% Add +10.6% 1,542,835 $332.3M
Wealth Enhancement Advisory Services, LLC 0.49% Add +0.1% 1,479,777 $321.5M
Mariner, LLC 0.39% Reduce -1.6% 1,385,233 $298.9M
Joel Isaacson & Co., LLC 10.04% Add +1.2% 1,288,827 $278.1M
Howard Capital Management, LLC 3.51% No change 1,231,457 $265.7M
Cetera Investment Advisers 0.31% Add +21.7% 1,216,583 $262.5M
Captrust Financial Advisors 0.53% Reduce -0.6% 1,210,404 $261.2M
Trust Point Inc. 20.77% Add +0.5% 1,191,684 $257.2M
Creative Planning 0.18% Add +2.3% 1,117,273 $241.1M
Bank of New York Mellon Corp 0.04% Reduce -1.9% 1,094,693 $236.2M
Stifel Financial Corp. 0.20% Reduce -2.1% 1,039,877 $224.4M
MAI Capital Management 1.36% Add +6.9% 1,008,528 $217.6M
Brown Advisory Inc. 0.27% Add +9.4% 978,134 $211.1M
Aspiriant, LLC 6.39% Add +0.5% 968,533 $209.0M
Waverly Advisors, LLC 2.01% Add +1.6% 932,415 $201.2M
Manufacturers Life Insurance Company, The 0.17% Reduce -7.2% 930,252 $200.7M
Cambridge Investment Research Advisors, Inc. 0.52% Reduce -3.5% 879,400 $189.8M
Truist Financial Corp. 0.25% Reduce -0.4% 860,215 $185.6M
Mercer Global Advisors Inc. 0.28% Add +63.9% 771,278 $166.4M
Bank of Montreal 0.07% Reduce -7.5% 757,124 $163.4M
Nicholas Hoffman & Company, LLC. 3.90% Add +0.4% 745,738 $160.9M
Confluence Wealth Services, Inc. 7.69% Add +4.5% 722,866 $156.0M
Focus Partners Wealth 0.25% Add +7.6% 707,481 $152.9M
Rockefeller Capital Management L.P. 0.30% Reduce -4.6% 701,909 $151.5M
DAVENPORT & Co LLC 0.81% Add +8.8% 700,084 $151.1M
Cresset Asset Management, LLC 0.66% Add +8.4% 693,310 $150.2M
Goldman Sachs Group Inc. 0.02% Reduce -4.8% 695,392 $150.1M
Robertson Stephens Wealth Management, LLC 4.37% Add +4.7% 667,622 $144.6M
Cerity Partners LLC 0.23% Add +2.7% 668,963 $144.4M
Blair William & Co. 0.38% Add +4.9% 666,611 $143.8M
Diversified Enterprises, LLC 9.30% Add +35003.7% 640,291 $138.2M
Baird Financial Group, Inc. 0.22% Reduce -2.5% 633,785 $136.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% New 624,303 $134.7M
Private Advisor Group, LLC 0.66% Add +0.0% 617,078 $133.2M
MML Investors Services, LLC 0.34% Add +0.4% 585,311 $126.3M
Glenmede Investment Management, LP 0.60% Reduce -4.6% 572,698 $123.6M
Janney Montgomery Scott LLC 0.28% Add +1.6% 555,832 $119.9M
&partners 0.73% Add +13.5% 524,119 $113.2M
Fifth Third Bancorp 0.35% Reduce -3.3% 506,102 $109.2M
Sanctuary Advisors, LLC 0.57% Reduce -7.3% 464,126 $100.2M
TD Private Client Wealth LLC 2.25% Add +0.3% 463,216 $100.0M
Steward Partners Investment Advisory, LLC 0.56% Add +6.2% 452,793 $97.7M
Franklin Resources Inc. 0.02% Add +0.6% 444,867 $96.0M
Stokes Family Office, LLC 9.00% Reduce -2.0% 439,120 $94.8M
FMR LLC 0.00% Add +8.6% 438,285 $94.6M
Kestra Advisory Services, LLC 0.39% Add +13.3% 398,490 $86.0M
Haverford Trust Co 0.76% Reduce -8.6% 389,127 $84.0M
360 Financial, Inc. 24.96% Add +8.6% 359,604 $77.6M
PNC Financial Services Group, Inc. 0.05% Add +2.6% 357,254 $77.1M
Systematic Alpha Investments, LLC 2.51% No change 353,000 $76.2M
Hubbell Strickland Wealth Management, LLC 30.77% Reduce -0.4% 346,590 $74.8M
Ieq Capital, LLC 0.22% Reduce -1.2% 338,392 $73.0M
NewEdge Advisors, LLC 0.33% Add +2.5% 334,710 $72.2M
Park Avenue Securities LLC 0.54% Reduce -10.2% 322,811 $69.7M
Brookstone Capital Management 0.82% Add +4.5% 319,407 $68.9M
Performance Wealth Partners, LLC 1.90% Reduce -2.6% 315,834 $68.2M
Paragon Capital Management Ltd 12.77% Reduce -3.9% 311,885 $67.3M
Baltimore-Washington Financial Advisors, Inc. 2.87% Add +3.8% 310,498 $67.0M
Advisor OS, LLC 5.42% Add +4.2% 290,928 $62.8M
Equitable Holdings, Inc. 0.46% Add +8.7% 288,689 $62.3M
Berkshire Money Management, Inc. 6.29% Reduce -0.3% 283,089 $61.1M
Enclave Advisors LLC 9.14% Reduce -16.3% 277,302 $59.8M
MJP Associates Inc. 7.88% Add +0.9% 277,302 $59.8M
PDS Planning, Inc 4.12% Add +1.6% 276,035 $59.6M
Beacon Pointe Advisors, LLC 0.50% Reduce -1.6% 274,483 $59.2M
Provenance Wealth Advisors, LLC 7.60% Add +0.3% 272,472 $58.8M
Planning Alternatives Ltd. 7.46% Add +0.5% 269,040 $58.1M
Sequoia Financial Advisors, LLC 0.35% Add +7.0% 266,822 $57.6M
Evensky & Katz LLC 3.23% Add +0.7% 257,725 $55.6M
US Bancorp \de 0.06% Reduce -1.6% 253,853 $54.8M
Principle Wealth Partners LLC 3.06% Add +0.3% 244,233 $52.7M
Wealth Architects, LLC 4.97% Reduce -2.3% 244,062 $52.7M
GLOBALT Investments LLC / GA 1.91% Reduce -1.8% 242,960 $52.4M
Avantax Planning Partners, Inc. 1.45% Reduce -1.1% 234,504 $50.6M
New England Private Wealth Advisors LLC 6.46% Reduce -0.7% 227,260 $49.0M
Citigroup Inc. 0.03% Add +21.3% 221,677 $47.8M
Noble Family Wealth, LLC 10.55% Add +1.6% 221,670 $47.8M
Pathstone Holdings, LLC 0.18% Reduce -40.7% 219,079 $47.3M
Intellus Advisors LLC 6.46% Add +1.0% 219,033 $47.3M
Northern Trust Corp. 0.01% Reduce -3.6% 218,289 $47.1M
E&G Advisors, LLC 10.16% Reduce -0.8% 202,454 $43.6M
Buska Wealth Management, LLC 13.09% Reduce -15.0% 202,172 $43.6M
Capital Advisors Wealth Management, LLC 6.14% Add +1.7% 199,485 $43.0M
Mesirow Financial Investment Management, Inc. 0.76% Add +1.6% 197,010 $42.5M
Rational Advisors, Inc. 4.38% Reduce -15.2% 194,391 $41.9M
Connecticut Wealth Management, LLC 1.85% Reduce -0.3% 193,735 $41.8M
Ballentine Partners, LLC 0.58% Reduce -4.5% 192,932 $41.6M
Eclectic Associates Inc. 7.51% Add +3.9% 189,616 $40.9M
Howard Financial Services, LTD. 4.98% Add +2.1% 188,677 $40.7M
TD Capital Management LLC 3.67% Reduce -1.3% 188,593 $40.7M
D.A. Davidson & Co. 0.26% Add +2.3% 186,990 $40.4M
Old Mission Investment Co LLC 9.85% Add +8.3% 186,124 $40.3M
Frazier Financial Advisors, LLC 24.73% Reduce -5.8% 186,668 $40.3M
American Financial Advisors, LLC 5.13% Reduce -7.7% 184,387 $39.8M
Prime Capital Investment Advisors, LLC 0.50% Add +0.1% 182,879 $39.5M
Florida Trust Wealth Management Co 1.12% Add +0.3% 182,210 $39.3M
Arlington Trust Co LLC 7.07% Add +0.4% 182,173 $39.3M
Aurdan Capital Management, LLC 12.49% Add +36.8% 181,936 $39.3M
Evoke Wealth, LLC 0.79% Add +3.8% 174,778 $37.9M
Baron Silver Stevens Financial Advisors, LLC 5.52% Add +4.5% 174,849 $37.7M
Laurel Wealth Advisors LLC 5.25% Add +0.2% 174,046 $37.6M
Concurrent Investment Advisors, LLC 0.64% Add +6.3% 171,846 $37.1M
West Paces Advisors Inc. 7.34% Add +5.0% 170,850 $36.9M
Prodigy Asset Management LLC 16.55% Add +0.9% 169,954 $36.7M
Kohmann Bosshard Financial Services, LLC 3.74% Reduce -11.2% 168,762 $36.4M
Oak Hill Wealth Advisors, LLC 6.67% Reduce -0.5% 165,029 $35.6M
Clearstead Advisors, LLC 0.52% Add +24.1% 164,536 $35.5M
Diversified Trust Co. 0.71% Reduce -1.5% 163,997 $35.4M
Investment Advisory Services Inc. /TX 10.93% Add +1.6% 160,822 $34.7M
Allworth Financial LP 0.15% Add +2.7% 160,574 $34.7M
Human Investing LLC 5.12% Reduce -1.7% 160,475 $34.6M
M&T Bank Corp 0.12% Reduce -4.0% 159,705 $34.5M
Crews Bank & Trust 5.03% Add +11.1% 159,195 $34.4M
PFG Advisors 1.39% New 157,089 $33.9M
Betterment LLC 0.07% Add +7.5% 154,493 $33.3M
Cornerstone Advisory, LLC 3.27% Add +2.8% 154,103 $33.3M
Valmark Advisers, Inc. 0.43% Add +0.3% 152,631 $32.9M
Capital Advisors, Ltd. LLC 3.65% Reduce -0.5% 149,949 $32.4M
Advisory Alpha, LLC 0.89% Reduce -1.0% 147,468 $32.0M
First Manhattan Co. Llc. 0.08% Reduce -1.5% 146,985 $31.8M
Seneca Financial Advisors LLC 10.36% Reduce -0.4% 146,988 $31.7M
Studio Investment Management LLC 5.90% Reduce -0.7% 144,256 $31.3M
Firestone Capital Management 6.56% Reduce -0.7% 140,570 $30.3M
Scotia Capital Inc. 0.13% Add +7.7% 138,861 $30.0M
Crane Advisory, LLC 4.70% Add +2.3% 137,804 $29.9M
ProVise Management Group, LLC 2.18% Reduce -1.2% 136,759 $29.5M
True Link Financial Advisors, LLC 1.88% Reduce -1.9% 135,593 $29.3M
Founders Financial Securities LLC 1.99% Add +297.2% 135,445 $29.2M
JT Stratford LLC 3.92% Add +8.8% 134,922 $29.1M
J.W. Cole Advisors, Inc. 0.56% Add +6.1% 134,583 $29.0M
AQR Capital Management 0.02% Add +31.2% 134,436 $29.0M
Novem Group 3.43% Reduce -8.6% 133,424 $28.8M
Klaas Financial Asset Advisors, LLC 4.29% Add +1.3% 132,568 $28.6M
Agf Management Ltd. 0.13% Reduce -0.9% 132,341 $28.6M
MTM Financial Group, LLC 13.92% Add +2.0% 130,834 $28.2M
KilterHowling LLC 15.64% Add +1.5% 130,190 $28.1M
Horizon Investments, LLC 0.37% Add +444.0% 129,056 $27.8M
Northeast Investment Management 1.10% Reduce -0.3% 127,104 $27.4M
Resonant Capital Advisors, LLC 1.56% Reduce -54.0% 123,908 $26.8M
Lodestar Private Asset Management LLC 2.80% Add +0.2% 124,355 $26.8M
Compton Wealth Advisory Group, LLC 6.20% Add +0.0% 124,109 $26.8M
Granite FO LLC 14.49% Reduce -0.4% 123,662 $26.7M
Cary Street Partners Financial LLC 0.69% Add +0.8% 122,731 $26.5M
McCarthy Asset Management, Inc. 17.00% Add +0.7% 122,730 $26.5M
AMG National Trust Bank 0.64% Add +5.7% 122,209 $26.4M
Select Asset Management & Trust 8.09% Add +0.2% 121,789 $26.3M
SCS Capital Management LLC 0.28% Reduce -8.6% 120,613 $26.1M
Stratos Wealth Partners, LTD. 0.31% Add +5.1% 120,893 $26.1M
Mutual Advisors, LLC 0.57% Reduce -2.4% 119,433 $25.9M
Retirement Planning Group, LLC 0.90% Reduce -26.0% 119,483 $25.8M
Carr Financial Group Corp 7.07% Add +45.2% 119,281 $25.7M
EverSource Wealth Advisors, LLC 1.01% Add +9.9% 118,664 $25.6M
National Bank of Canada 0.03% Add +1.2% 117,336 $25.3M
Ariston Services Group 15.24% Add +4.3% 117,216 $25.3M
Graves Light Lenhart Wealth, Inc. 2.79% Reduce -0.3% 116,647 $25.2M
Quantinno Capital Management LP 0.07% Add +38.9% 115,979 $25.0M
Montag A & Associates Inc. 1.15% Add +0.1% 115,515 $25.0M
Compass Financial Group, INC 3.76% Add +1.1% 115,834 $25.0M
Capital Advantage, Inc. 3.72% Add +1.0% 114,642 $24.7M
Wharton Business Group, LLC 1.07% Reduce -0.4% 113,708 $24.5M
Stephens Inc. 0.31% Reduce -1.3% 112,729 $24.3M
Two Sigma Investments, LP 0.04% Reduce -8.8% 112,600 $24.3M
Wealthcare Advisory Partners LLC 0.50% Add +2.2% 112,262 $24.2M
Coldstream Capital Management Inc. 0.32% Reduce -0.5% 111,726 $24.1M
Consolidated Capital Management, LLC 8.49% Add +0.9% 111,042 $24.0M
Carnegie Investment Counsel 0.44% Add +4.0% 108,888 $23.5M
Goepper Burkhardt LLC 7.99% Add +0.1% 108,593 $23.4M
Cwm, LLC 0.07% Add +6.5% 107,458 $23.2M
FIDELIS iM, LLC 14.38% Reduce -5.7% 150,884 $23.2M
Prepared Retirement Institute LLC 12.06% Add +3.7% 107,176 $23.1M
IFP Advisors, Inc 0.59% Add +6.4% 105,970 $22.9M
Comerica Bank 0.09% Add +2.7% 105,520 $22.8M
Americana Partners, LLC 0.68% Reduce -8.8% 104,957 $22.6M
Integrated Advisors Network LLC 0.94% Reduce -0.1% 103,912 $22.4M
Mittelman Wealth Management 14.67% Add +12.0% 103,857 $22.4M
Nikulski Financial, Inc. 5.63% Reduce -1.6% 103,790 $22.4M
Family CFO Inc 10.31% Add +0.9% 103,746 $22.4M
NewEdge Wealth, LLC 0.32% Reduce -3.1% 102,840 $22.2M
OneDigital Investment Advisors LLC 0.23% Reduce -1.1% 103,040 $22.2M
SBI Securities Co., Ltd. 0.56% Reduce -2.3% 101,978 $22.0M
Western Wealth Management, LLC 1.16% Reduce -2.4% 101,886 $22.0M
Jackson, Grant Investment Advisers, Inc. 7.34% Add +0.3% 101,880 $22.0M
National Philanthropic Trust 0.25% No change 101,722 $22.0M
Fusion Capital, LLC 6.38% Reduce -1.6% 101,008 $21.9M
Burns J W & Co. Inc. 2.47% Add +1.8% 101,149 $21.8M
SouthState Bank Corp 1.00% Reduce -1.0% 100,926 $21.8M
Lido Advisors, LLC 0.09% Add +4.5% 100,469 $21.8M
Sapient Capital LLC 0.33% Add +509.0% 100,948 $21.8M
Coston, McIsaac & Partners 5.18% Add +12.7% 100,767 $21.7M
McCarthy & Cox 4.94% Add +10.5% 100,386 $21.7M
Clarity Wealth Advisors, LLC 4.76% Add +1.9% 100,113 $21.6M
Cascades Capital Asset Management, LLC 9.65% Add +13.4% 100,047 $21.6M
LM Advisors LLC 3.13% Add +2.8% 99,920 $21.6M
Focus Financial Network, Inc. 0.76% Add +2.1% 98,896 $21.4M
Beacon Investment Advisory Services, Inc. 0.90% Add +1.3% 98,608 $21.3M
Snowden Capital Advisors LLC 0.58% Add +1.4% 96,737 $21.0M
Romano Brothers and Company 2.39% Reduce -1.3% 96,986 $20.9M
CENTRAL TRUST Co 0.44% Reduce -10.4% 96,981 $20.9M
Associated Banc-Corp 0.55% Reduce -1.8% 96,810 $20.9M
JNBA Financial Advisors 1.90% Reduce -2.6% 96,797 $20.9M
Cornerstone Wealth Management, LLC 1.15% Add +0.1% 96,533 $20.8M
Tradition Wealth Management, LLC 1.54% Reduce -10.9% 96,523 $20.8M
CreativeOne Wealth, LLC 0.51% Add +1.4% 96,476 $20.8M
Annex Advisory Services, LLC 0.44% Reduce -3.0% 96,082 $20.7M
Roof Eidam Maycock Peralta, LLC 5.03% Reduce -2.4% 95,881 $20.7M
Addison Advisors LLC 4.79% Add +0.7% 95,711 $20.7M
Rwa Wealth Partners, LLC 0.23% Reduce -3.5% 95,332 $20.6M
Pinnacle Financial Partners Inc 0.49% Reduce -5.7% 94,927 $20.5M
Family Manage LLC 2.82% Reduce -3.1% 94,353 $20.4M
Vise Technologies, Inc. 0.76% Add +25.7% 94,261 $20.3M
Ball & Co Wealth Management Inc. 13.39% New 93,258 $20.1M
Snider Financial Group 5.48% Add +1.1% 93,031 $20.1M
FAS Wealth Partners, Inc. 1.33% Add +0.9% 91,281 $19.7M
GEN Financial Management, INC. 16.78% Reduce -10.4% 90,080 $19.5M
Amara Financial, Llc. 14.32% Add +12.0% 90,101 $19.4M
Kingsview Wealth Management, LLC 0.29% Add +5.9% 89,403 $19.3M
Curi Capital, LLC 0.35% Add +1.6% 88,726 $19.2M
Gladstone Institutional Advisory LLC 0.73% Add +0.7% 88,438 $19.1M
Whitegate Investment Counselors, Inc. 6.27% Reduce -1.7% 88,209 $19.0M
Forbes J M & Co. LLP 1.57% Add +0.9% 87,751 $18.9M
Sound View Wealth Advisors Group, LLC 1.30% Reduce -0.4% 87,596 $18.9M
Citizens Financial Group Inc. 0.26% Add +2.0% 87,148 $18.9M
Natixis Advisors, LLC 0.03% Add +4.3% 87,007 $18.8M
CM Wealth Advisors LLC 4.94% Add +0.6% 86,621 $18.7M
Cahill Financial Advisors Inc. 2.13% Reduce -2.2% 86,822 $18.7M
Flagship Harbor Advisors, LLC 0.81% Reduce -0.6% 86,488 $18.7M
Smith, Moore & Co. 1.42% Reduce -0.3% 86,039 $18.6M
Farther Finance Advisors, LLC 0.28% Add +10.0% 85,891 $18.5M
Main Street Financial Solutions, LLC 1.19% Add +4.6% 85,800 $18.5M
Hapanowicz & Associates Financial Services, Inc 8.48% Add +1.9% 85,143 $18.4M
Wheelhouse Advisory Group LLC 7.83% Add +5.5% 84,276 $18.2M
Hanover Advisors Inc. 7.03% Reduce -2.6% 83,947 $18.1M
Flywheel Private Wealth LLC 14.07% Add +7.0% 83,485 $18.0M
Great Valley Advisor Group, Inc. 0.36% Reduce -0.8% 83,304 $18.0M
HBK Sorce Advisory LLC 0.45% Add +5.5% 82,436 $17.9M
Aptus Capital Advisors, LLC 0.16% Add +5.5% 82,170 $17.7M
Rothschild Investment LLC 0.99% Add +0.1% 81,263 $17.5M
CRA Financial Services, LLC 2.40% Reduce -1.4% 81,247 $17.5M
Wealthspire Advisors, LLC 0.09% Add +6.3% 80,894 $17.5M
Kitching Partners, LLC 16.48% Add +2.0% 80,868 $17.5M
Synovus Financial Corp. 0.20% Add +5.0% 80,116 $17.3M
Onyx Bridge Wealth Group LLC 1.87% Reduce -0.3% 79,630 $17.2M
D.B. Root & Company, LLC 4.32% Reduce -0.0% 78,818 $17.0M
Asset Management Group, Inc. 2.78% Add +0.2% 78,753 $17.0M
Martel Wealth Advisors LLC 2.93% Reduce -1.9% 77,630 $16.8M
High Net Worth Advisory Group LLC 3.97% Add +1.7% 76,446 $16.5M
Composition Wealth, LLC 0.24% Add +20.4% 75,115 $16.2M
Motive Wealth Advisors 6.97% Add +1.6% 74,927 $16.2M
Strategic Blueprint, LLC 0.71% Add +42.4% 74,841 $16.1M
Accretive Wealth Partners, LLC 4.89% Add +4.1% 74,325 $16.0M
Journey Advisory Group, LLC 1.18% Reduce -6.5% 74,046 $16.0M
Circle Wealth Management, LLC 0.31% Add +9.7% 73,810 $15.9M
Merit Financial Group, LLC 0.15% Add +1.9% 73,321 $15.8M
Family Investment Center, Inc. 3.27% Reduce -1.7% 72,891 $15.7M
Cozad Asset Management Inc. 1.24% Reduce -0.7% 72,271 $15.6M
Kraft, Davis & Associates, LLC 3.79% Add +0.6% 71,555 $15.6M
Kestra Private Wealth Services, LLC 0.20% Add +2.2% 72,079 $15.6M
Zions Bancorporation, National Association 0.76% Reduce -6.4% 71,708 $15.5M
HHM Wealth Advisors, LLC 1.79% Add +0.0% 71,656 $15.5M
WASHINGTON TRUST Co 0.51% Add +13.0% 71,368 $15.4M
Ancora Advisors LLC 0.31% Add +3.8% 71,216 $15.4M
Apollon Financial, LLC 2.56% Add +4.2% 71,135 $15.4M
Syon Capital LLC 0.82% Add +3.7% 71,132 $15.3M
NWF Advisory Services Inc. 1.68% Add +9.2% 70,760 $15.3M
Tyche Wealth Partners LLC 2.67% Add +1.6% 70,444 $15.2M
Oppenheimer & Co. Inc. 0.19% Add +9.1% 70,375 $15.2M
Aspen Grove Capital, LLC 2.54% No change 69,800 $15.1M
Mgo One Seven LLC 0.35% Add +6.3% 69,896 $15.1M
CIBC Private Wealth Group LLC 0.03% Add +0.9% 69,852 $15.1M
Visionary Wealth Advisors 0.70% Reduce -5.4% 69,726 $15.0M
Global Retirement Partners, LLC 0.34% Add +4.2% 69,425 $15.0M
Evergreen Capital Management LLC 0.36% Add +1.2% 69,087 $15.0M
Vestmark Advisory Solutions, Inc. 0.28% Reduce -32.6% 69,211 $14.9M
Drucker Wealth 3.0, LLC 2.64% Reduce -16.5% 68,780 $14.8M
Strategies Wealth Advisors, LLC 1.54% Reduce -6.7% 68,760 $14.8M
FRG Family Wealth Advisors LLC 2.37% Reduce -4.1% 68,326 $14.7M
Mission Wealth Management, LP 0.30% Reduce -14.5% 68,000 $14.7M
Advisory Services Network, LLC 0.21% Reduce -0.8% 67,822 $14.6M
Planning Directions Inc. 7.62% Reduce -0.7% 67,664 $14.6M
Integral Investment Advisors, Inc. 3.93% Add +3.8% 67,608 $14.6M
HM Payson & Co. 0.21% Add +131.1% 67,031 $14.5M
Mosaic Financial Group, LLC 10.26% Add +0.9% 66,789 $14.4M
Dakota Wealth Management 0.29% Reduce -6.3% 66,526 $14.4M
Pettyjohn, Wood & White, Inc. 2.36% Reduce -0.6% 66,191 $14.3M
Signature Estate & Investment Advisors LLC 0.30% Add +3.4% 65,587 $14.2M
Perigon Wealth Management, LLC 0.29% Add +0.2% 65,522 $14.1M
TD Waterhouse Canada Inc. 0.09% Add +13.3% 64,995 $14.1M
Strategic Financial Concepts, LLC 2.03% Add +4.8% 64,881 $14.0M
Allen Investment Management, LLC 0.16% Add +31.6% 64,848 $14.0M
Country Club Bank 0.82% Reduce -0.6% 64,713 $13.9M
Oak Harvest Investment Services 1.61% Reduce -0.6% 64,053 $13.8M
Patriot Investment Management Group, Inc. 0.90% Reduce -1.9% 63,946 $13.8M
Trek Financial, LLC 0.82% Add +1.9% 63,862 $13.8M
Whittier Trust Co. 0.16% Reduce -4.2% 63,138 $13.8M
JFS Wealth Advisors, LLC 0.80% Reduce -0.7% 63,542 $13.7M
M3 Advisory Group, LLC 8.41% Add +2.6% 62,499 $13.5M
Old National Bancorp 0.23% Reduce -3.9% 62,424 $13.5M
Meridian Wealth Advisors, LLC 1.91% Reduce -0.8% 62,300 $13.4M
DDFG, Inc 3.10% Reduce -33.0% 62,211 $13.4M
Apella Capital, LLC 0.30% Add +2.6% 62,261 $13.4M
Evergreen Wealth Management, LLC 7.01% Add +1.3% 61,985 $13.4M
Bryn Mawr Trust Advisors, LLC 0.65% Add +0.1% 60,824 $13.1M
Albion Financial Group 0.79% Add +234.0% 60,768 $13.1M
Moneta Group Investment Advisors LLC 0.10% Reduce -2.9% 60,724 $13.1M
Mendel Capital Management LLC 6.86% Add +0.1% 60,577 $13.1M
Garde Capital, Inc. 0.66% No change 60,571 $13.1M
Allred Capital Management, LLC 4.54% Reduce -0.8% 60,433 $13.0M
Rehmann Capital Advisory Group 0.71% Add +0.9% 60,372 $13.0M
Peterson Wealth Management 9.02% Reduce -14.2% 60,361 $13.0M
Fulton Breakefield Broenniman LLC 0.84% Add +8.8% 60,024 $13.0M
Titan Global Capital Management USA LLC 1.91% Add +27.0% 60,005 $12.9M
GreatBanc Trust CO 8.86% — 59,994 $12.9M
Transcend Capital Advisors, LLC 0.91% Reduce -1.4% 59,992 $12.9M
Focus Partners Advisor Solutions, LLC 0.15% Reduce -15.1% 59,787 $12.9M
Advisors Preferred, LLC 1.89% Add +0.2% 59,073 $12.8M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +11.8% 59,329 $12.8M
Global Wealth Strategies & Associates 3.29% Add +5.3% 59,287 $12.8M
Bradley Foster & Sargent Inc. 0.19% Add +5.8% 59,282 $12.8M
SimpliFi, Inc. 5.46% Reduce -1.4% 59,122 $12.8M
Flputnam Investment Management Co. 0.19% Reduce -5.9% 59,095 $12.8M
Destiny Wealth Partners, LLC 1.56% Add +1.4% 58,959 $12.7M
Councilmark Asset Management, LLC 7.26% Add +85.2% 58,694 $12.7M
Chatham Capital Group, Inc. 1.81% Reduce -4.0% 58,390 $12.6M
LS Investment Advisors, LLC 1.77% Reduce -2.6% 58,313 $12.6M
Leavell Investment Management, Inc. 0.53% Reduce -4.8% 58,036 $12.6M
Rooted Wealth Advisors, Inc. 3.83% Add +6.1% 57,639 $12.6M
Websterrogers Financial Advisors, LLC 3.75% Add +6.7% 57,998 $12.5M
Paradigm Capital Management, LLC 12.54% Reduce -9.7% 57,924 $12.5M
Pecaut & Co. 4.00% Add +5.3% 57,671 $12.4M
Harbour Investments, Inc. 0.28% Add +1.0% 57,262 $12.4M
Spirepoint Private Client, LLC 1.30% Add +0.1% 57,214 $12.3M
Johnson Investment Counsel Inc. 0.10% Reduce -0.9% 57,171 $12.3M
United Capital Financial Advisors, LLC 0.09% Add +0.5% 56,991 $12.3M
Regal Investment Advisors LLC 0.79% Add +4.3% 56,453 $12.2M
Parallel Advisors, LLC 0.22% Reduce -2.3% 56,261 $12.1M
Capital Analysts, LLC 0.35% Add +3.9% 55,859 $12.1M
Essex Financial Services, Inc. 0.72% Reduce -8.9% 55,480 $12.0M
Boston Family Office LLC 0.76% Add +1.4% 55,375 $11.9M
Global Wealth Management, LLC 6.24% Reduce -1.0% 55,055 $11.9M
Whittier Trust Co. of Nevada Inc. 0.25% Reduce -0.4% 54,347 $11.8M
CWS Financial Advisors, LLC 3.28% Add +1.5% 54,774 $11.8M
Capital Investment Advisors, LLC 0.19% Reduce -0.6% 54,713 $11.8M
WealthShield Partners, LLC 1.34% Reduce -2.1% 54,603 $11.8M
GC Wealth Management RIA, LLC 0.39% Add +35.7% 54,384 $11.7M
Stratos Wealth Advisors, LLC 0.56% Reduce -2.1% 53,722 $11.6M
Conquis Financial LLC 10.93% Add +5.4% 53,279 $11.5M
Rovin Capital /Ut/ 3.18% Add +38.9% 53,237 $11.5M
BlackRock, Inc. 0.00% Add +143.0% 53,198 $11.5M
Hengehold Capital Management LLC 0.98% Add +1578.1% 53,094 $11.5M
SWAN Capital LLC 4.63% Add +61.4% 52,889 $11.4M
VPR Management LLC 5.16% No change 52,630 $11.4M
Safir Wealth Advisors, LLC 8.01% Reduce -0.5% 52,540 $11.3M
Dagco, Inc. 2.82% Add +2.2% 51,929 $11.2M
Gotham Asset Management 0.05% No change 51,520 $11.1M
Yukon Wealth Management, Inc. 3.64% Add +5.2% 51,481 $11.1M
CVA Family Office, LLC 1.43% Add +0.3% 51,360 $11.1M
White Lighthouse Investment Management Inc. 1.68% Reduce -1.6% 51,029 $11.0M
Bigelow Investment Advisors, LLC 4.44% Reduce -0.2% 50,987 $11.0M
Savant Capital, LLC 0.07% Add +6.3% 50,927 $11.0M
Crestwood Advisors Group, LLC 0.19% Reduce -0.4% 50,830 $11.0M
Cerro Pacific Wealth Advisors LLC 2.99% Reduce -10.2% 50,663 $10.9M
Choate Investment Advisors 0.23% Reduce -0.1% 50,559 $10.9M
NorthRock Partners, LLC 0.20% Add +2.4% 50,006 $10.8M
Bank of Nova Scotia 0.02% New 50,000 $10.8M
Security Financial Services, INC. 1.74% Add +2.1% 49,956 $10.8M
Blackston Financial Advisory Group, LLC 6.40% Reduce -2.6% 49,946 $10.8M
Spreng Capital Management, Inc. 4.41% Reduce -0.0% 49,900 $10.8M
Modern Wealth Management, LLC 0.21% Reduce -1.3% 49,608 $10.7M
Financial Advisory Partners, LLC 3.12% Add +5.7% 49,529 $10.7M
Forvis Mazars Wealth Advisors, LLC 0.21% Reduce -1.6% 49,506 $10.7M
Western Pacific Wealth Management, LP 10.40% Add +4.0% 49,365 $10.7M
Integrated Wealth Concepts LLC 0.09% Add +0.8% 48,831 $10.5M
Curran Financial Partners, LLC 2.06% Add +12.9% 48,186 $10.4M
O'shaughnessy Asset Management, LLC 0.06% Add +25.6% 48,176 $10.4M
Sandy Cove Advisors, LLC 3.27% Reduce -2.4% 47,440 $10.2M
Wimmer Associates 1, LLC 4.91% Add +0.5% 47,308 $10.2M
Sandbox Financial Partners, LLC 2.92% Add +2.6% 47,178 $10.2M
San Luis Wealth Advisors LLC 1.83% Add +14.0% 46,980 $10.1M
Thomasville National Bank 0.64% Reduce -1.8% 46,936 $10.1M
Mycio Wealth Partners, LLC 2.34% Add +0.3% 46,885 $10.1M
Castlekeep Investment Advisors LLC 4.73% Add +2.8% 46,887 $10.1M
White Wing Wealth Management 6.24% Add +3.2% 46,366 $10.1M
First Horizon Corp. 0.47% — 46,473 $10.0M
IFG Advisory, LLC 0.46% Reduce -5.2% 46,458 $10.0M
Financial Perspectives, Inc 2.77% Add +0.2% 46,230 $10.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.17% Add +2.9% 46,028 $9.9M
Brown Brothers Harriman & Co. 0.06% Reduce -1.6% 46,003 $9.9M
Koshinski Asset Management, Inc. 0.71% Add +2.2% 45,902 $9.9M
West Financial Advisors, LLC 1.63% Reduce -1.1% 45,656 $9.9M
Gilliland Jeter Wealth Management LLC 3.04% No change 45,612 $9.8M
SPC Financial, Inc. 0.77% Add +0.0% 45,399 $9.8M
Jefferies Financial Group Inc. 0.09% Add +0.9% 45,244 $9.8M
Venture Visionary Partners LLC 0.34% Reduce -50.8% 45,156 $9.7M
Interactive Financial Advisors, Inc. 5.26% Reduce -22.6% 45,115 $9.7M
Prentice Wealth Management LLC 2.40% Add +0.2% 45,045 $9.7M
StoneX Group Inc. 0.42% Add +1.9% 44,770 $9.7M
180 Wealth Advisors, LLC 1.17% Reduce -1.2% 44,452 $9.6M
Keystone Financial Group, Inc. 5.40% Add +9.5% 44,243 $9.6M
Cascade Financial Partners, LLC 1.10% Reduce -1.9% 44,367 $9.6M
AE Wealth Management LLC 0.06% Add +4.6% 44,337 $9.6M
Twin Focus Capital Partners, LLC 1.21% Reduce -1.3% 44,229 $9.5M
Jordan Park Group LLC 0.54% Reduce -0.2% 44,072 $9.5M
Bessemer Group Inc. 0.01% Reduce -17.6% 44,021 $9.5M
Donaldson Capital Management, LLC 0.30% Reduce -0.3% 44,008 $9.5M
Woodmont Investment Counsel LLC 0.63% Reduce -5.6% 43,952 $9.5M
Integrated Capital Management, Inc. 6.56% Reduce -7.8% 43,591 $9.4M
North Star Investment Management Corp. 0.60% Reduce -0.4% 43,544 $9.4M
Souders Financial Advisors 1.11% Add +0.4% 43,433 $9.4M
Prospera Financial Services Inc 0.16% Reduce -0.0% 43,393 $9.4M
Orion Capital Management LLC 3.25% Add +0.5% 43,212 $9.3M
Plotkin Financial Advisors, LLC 4.60% Add +4.0% 43,118 $9.3M
Heritage Wealth Advisors 0.41% Reduce -1.4% 43,045 $9.3M
Compass Ion Advisors, LLC 0.89% Add +0.1% 42,876 $9.3M
PMG Wealth Management, Inc. 7.05% Add +2.5% 42,937 $9.3M
GW Henssler & Associates Ltd. 0.46% Add +3.9% 42,851 $9.2M
Brio Consultants, LLC 1.27% Reduce -1.3% 42,629 $9.2M
World Investment Advisors 0.19% Add +4.4% 42,586 $9.2M
Formulate Financial LLC 11.37% — 42,487 $9.2M
Sigma Planning Corp 0.26% Add +6.6% 42,413 $9.2M
Kingswood Wealth Advisors, LLC 0.55% Add +67.2% 42,086 $9.1M
Aberdeen Wealth Management LLC 5.70% Reduce -0.2% 42,034 $9.1M
Warner Financial, Inc. 3.36% Reduce -0.8% 41,756 $9.0M
Northstar Group, Inc. 1.37% Reduce -0.0% 41,639 $9.0M
Arax Advisory Partners 0.13% Add +215.1% 41,598 $9.0M
Walter & Keenan Wealth Management LLC /in/ 2.49% Add +7.2% 41,573 $9.0M
Alpha Cubed Investments, LLC 0.31% Reduce -4.9% 41,549 $9.0M
Signet Financial Management, LLC 1.04% Reduce -2.4% 41,546 $9.0M
Ameritas Advisory Services, LLC 0.58% Add +64.4% 41,321 $8.9M
Independent Financial Group, LLC 0.21% Add +1.0% 41,114 $8.9M
Gleason Group, Inc. 0.89% Add +0.4% 41,007 $8.8M
Pathway Financial Advisors LLC 1.18% Add +0.0% 40,989 $8.8M
City State Bank 2.54% Add +4.8% 40,792 $8.8M
Cibc World Market Inc. 0.02% Reduce -1.1% 40,647 $8.8M
Capstone Financial Advisors, Inc. 0.47% Reduce -1.1% 40,513 $8.7M
B. Riley Wealth Advisors, Inc. 0.42% Add +4.3% 40,256 $8.7M
Litman Gregory Wealth Management LLC 0.64% Reduce -0.1% 39,665 $8.6M
Cascade Wealth Advisors, Inc 4.18% Reduce -28.8% 39,084 $8.5M
Moors & Cabot, Inc. 0.37% Add +7.0% 39,207 $8.5M
Mascoma Wealth Management LLC 1.86% Add +1.6% 39,145 $8.4M
Tide Cove Capital Partners LLC 6.50% Add +0.4% 39,143 $8.4M
Osborne Partners Capital Management, LLC 0.42% Reduce -2.5% 38,781 $8.4M
Peapack Gladstone Financial Corp. 0.11% Reduce -12.3% 38,740 $8.4M
New Perspectives, Inc 3.72% Reduce -3.8% 38,534 $8.3M
VestGen Advisors, LLC 0.28% Add +1.3% 38,439 $8.3M
Kagan Cocozza Asset Management 6.28% Reduce -3.4% 38,433 $8.3M
Chicago Partners Investment Group LLC 0.22% Add +4.1% 37,589 $8.3M
Ranch Capital Advisors Inc. 3.19% Add +18.5% 38,063 $8.2M
Wealthspan Partners, LLC 3.17% Reduce -6.3% 38,144 $8.2M
Bridgewater Advisors Inc. 0.57% Reduce -54.4% 38,174 $8.2M
Ridgecrest Wealth Partners, LLC 3.71% Add +1.2% 38,068 $8.2M
Level Four Advisory Services, LLC 0.28% Add +1.1% 37,715 $8.1M
Cypress Financial Planning LLC 2.49% Reduce -2.0% 37,585 $8.1M
Windward Private Wealth Management Inc. 2.79% Reduce -0.5% 37,536 $8.1M
Yoder Wealth Management, Inc. 3.82% Reduce -6.2% 37,381 $8.1M
Summit Financial, LLC 0.12% Add +3.3% 37,313 $8.1M
Hollencrest Capital Management 0.29% Add +2.1% 37,149 $8.0M
Integrity Alliance, Llc. 0.38% Add +34.9% 37,146 $8.0M
Alexis Investment Partners, LLC 0.68% Reduce -7.6% 37,191 $8.0M
Beacon Financial Group 0.78% Reduce -5.8% 36,936 $8.0M
Watts Gwilliam & Co., LLC 1.28% Add +2.7% 36,741 $7.9M
Nwam LLC 0.43% Reduce -4.3% 36,346 $7.9M
Trust Co. of Vermont 0.34% Add +10.1% 36,461 $7.9M
NorthCoast Asset Management LLC 0.03% Add +5.8% 36,226 $7.8M
Pinnacle Associates Ltd. 0.10% Reduce -4.7% 36,331 $7.8M
McNamara Financial Services, Inc. 1.45% Add +1.4% 36,245 $7.8M
Weaver Consulting Group 1.96% Reduce -2.3% 35,702 $7.7M
Segment Wealth Management, LLC 0.46% Reduce -35.8% 35,663 $7.7M
Leo Wealth, LLC 1.00% Reduce -4.5% 35,613 $7.7M
Sloy Dahl & Holst, LLC 0.80% Add +0.6% 35,066 $7.6M
Montis Financial, LLC 1.74% Add +366.8% 34,914 $7.5M
Apollon Wealth Management, LLC 0.13% Reduce -3.7% 34,889 $7.5M
Cambridge Advisors Inc. 1.47% Reduce -2.0% 34,815 $7.5M
Cardiff Park Advisors, LLC 0.58% Add +1.8% 34,731 $7.5M
Raab & Moskowitz Asset Management LLC 1.68% Reduce -1.7% 34,705 $7.5M
Patriot Financial Group Insurance Agency, LLC 0.95% Add +90.2% 34,389 $7.4M
Kavar Capital Partners Group, LLC 0.99% Reduce -14.3% 34,366 $7.4M
IHT Wealth Management, LLC 0.19% Reduce -3.1% 34,187 $7.4M
Bleakley Financial Group, LLC 0.17% Add +4.0% 34,177 $7.4M
Keystone Financial Group 0.56% Add +10.2% 33,877 $7.3M
Titleist Asset Management, LLC 0.64% Add +10.0% 33,906 $7.3M
Headinvest, LLC 1.50% Add +3.1% 33,645 $7.3M
SkyOak Wealth, LLC 1.36% Reduce -1.4% 33,377 $7.2M
Fifth Third Wealth Advisors LLC 0.26% Add +1.4% 33,196 $7.2M
DHJJ Financial Advisors, Ltd. 2.42% Reduce -0.2% 33,121 $7.1M
Prosperity Consulting Group, LLC 0.35% Reduce -0.9% 33,084 $7.1M
Hoese & Co LLP 5.46% Add +3.0% 33,079 $7.1M
Csenge Advisory Group 0.34% Reduce -1.3% 33,058 $7.1M
Sowell Financial Services LLC 0.27% Add +8.4% 33,050 $7.1M
Bartlett & Co. Wealth Management LLC 0.09% Reduce -1.6% 32,803 $7.1M
Westside Investment Management, Inc. 1.14% Reduce -1.1% 32,912 $7.1M
Ogorek Anthony Joseph /NY/ 2.03% Add +1.0% 32,886 $7.1M
Aspen Wealth Management LLC 1.56% Reduce -0.3% 32,631 $7.0M
Grove Street Fiduciary, LLC 3.33% Reduce -6.2% 32,620 $7.0M
IAG Wealth Partners, LLC 0.84% Reduce -6.0% 32,514 $7.0M
CPC Advisors, LLC 0.74% Add +0.3% 32,393 $7.0M
Creekside Partners 3.08% Reduce -1.5% 32,373 $7.0M
Verum Partners LLC 1.49% Reduce -4.5% 32,366 $7.0M
Colony Family Offices, LLC 1.80% Reduce -0.3% 32,085 $7.0M
McClarren Financial Advisors, Inc. 4.24% Reduce -26.7% 24,036 $6.9M
Nations Financial Group Inc, /Ia/ 0.43% Reduce -9.7% 32,083 $6.9M
Davis R M Inc. 0.12% Reduce -1.8% 32,060 $6.9M
Sovran Advisors, LLC 0.61% Add +125.2% 31,757 $6.9M
Detalus Advisors, LLC 1.79% Add +7.6% 32,048 $6.9M
Roman Butler Fullerton & Co. 1.86% Add +0.4% 31,652 $6.9M
Meridian Wealth Management, LLC 0.26% Add +1.0% 32,100 $6.9M
Exchange Traded Concepts, LLC 0.07% Reduce -15.5% 31,857 $6.9M
Ledyard National Bank 0.62% Reduce -5.0% 31,816 $6.9M
BIP Wealth, LLC 0.34% Reduce -1.8% 31,504 $6.8M
Citadel Advisors 0.01% Reduce -71.1% 31,410 $6.8M
Caprock Group, LLC 0.17% — 32,080 $6.8M
Cidel Asset Management Inc. 0.39% No change 31,355 $6.8M
McGlone Suttner Wealth Management, Inc. 0.95% Reduce -0.6% 31,315 $6.8M
Benjamin Edwards Inc. 0.08% Add +12.9% 31,116 $6.7M
Muirfield Wealth Advisors LLC 4.97% Add +0.8% 31,037 $6.7M
Genesis Private Wealth, LLC 2.81% Reduce -1.7% 30,933 $6.7M
Waller Financial Planning Group, Inc. 1.52% Reduce -0.5% 30,767 $6.6M
One Degree Advisors Inc 2.02% Reduce -5.2% 30,576 $6.6M
Bay Rivers Group 2.77% Reduce -0.9% 30,538 $6.6M
WealthBridge Capital Management, LLC 1.54% Add +3.4% 30,448 $6.6M
Moseley Investment Management Inc. 2.00% Add +3.3% 30,425 $6.6M
Clear Creek Financial Management, LLC 0.57% Add +0.2% 30,335 $6.5M
Qube Research & Technologies Ltd 0.01% Reduce -25.3% 30,319 $6.5M
Riverview Capital Advisers, LLC 1.89% Add +0.0% 30,268 $6.5M
Investment Partners, LTD. 2.30% Add +0.0% 30,267 $6.5M
Tennessee Valley Asset Management Partners 0.89% Add +1915.7% 30,235 $6.5M
One Day In July LLC 0.55% Add +6.1% 30,084 $6.5M
John Boyer, Inc. 6.42% — 29,837 $6.4M
Summit Trail Advisors, LLC 0.09% Reduce -4.3% 29,691 $6.4M
M Holdings Securities, Inc. 1.35% New 29,599 $6.4M
Cliftonlarsonallen Wealth Advisors, LLC 0.10% Reduce -0.1% 29,501 $6.4M
Barrett & Company, Inc. 2.17% Add +20.2% 29,299 $6.3M
Arcataur Capital Management LLC 1.86% Reduce -0.2% 29,298 $6.3M
Guardian Wealth Advisors, LLC / NC 0.41% Add +0.0% 29,236 $6.3M
Brightwater Advisory LLC 4.30% Reduce -3.2% 28,998 $6.3M
Fiduciary Financial Group, LLC 0.98% Reduce -3.0% 28,818 $6.2M
Hofer & Associates. Inc 3.55% Reduce -1.0% 28,735 $6.2M
Arete Wealth Advisors, LLC 0.39% Reduce -0.3% 28,732 $6.2M
Raffa Wealth Management, LLC 1.11% Reduce -4.7% 28,660 $6.2M
Flagstar Securities, Inc. 1.88% Reduce -2.0% 28,377 $6.1M
Scott & Selber, Inc. 1.56% Add +19.1% 28,452 $6.1M
Acorn Wealth Advisors, LLC 1.92% Add +1.1% 28,363 $6.1M
Frederick Financial Consultants, LLC 3.42% Reduce -1.3% 28,262 $6.1M
Salem Investment Counselors Inc. 0.17% Add +11.6% 28,023 $6.1M
Fiduciary Trust Co 0.07% Add +8.8% 28,107 $6.1M
Howard Wealth Management, LLC 2.78% Add +0.5% 28,063 $6.1M
Hurlow Wealth Management Group, Inc. 1.56% Reduce -10.0% 27,878 $6.0M
Marshall & Sterling Wealth Advisors Inc. 3.85% Reduce -2.6% 27,910 $6.0M
Pinnacle Financial Group, LLC / IL 1.81% Reduce -0.7% 27,762 $6.0M
Seven Springs Wealth Group, LLC 1.48% No change 27,761 $6.0M
Fidelity D & D Bancorp Inc. 3.30% Add +10.8% 27,739 $6.0M
TFB Advisors LLC 1.74% Add +2.0% 27,658 $6.0M
Kellett Wealth Advisors, LLC 3.60% Add +2.6% 27,650 $6.0M
Gibson Capital, LLC 1.10% No change 27,539 $5.9M
Vermillion Wealth Management, Inc. 1.62% Add +1.6% 27,383 $5.9M
Dynamic Advisor Solutions LLC 0.17% Add +5.8% 27,291 $5.9M
Tiaa Trust, National Association 0.01% Reduce -0.1% 26,964 $5.8M
Beacon Financial Advisory LLC 1.35% Reduce -0.1% 26,932 $5.8M
Golden State Wealth Management, LLC 0.64% Add +0.1% 26,822 $5.8M
StrongBox Wealth, LLC 1.95% Add +4.3% 26,735 $5.8M
PFG Investments, LLC 0.30% Reduce -1.2% 26,696 $5.8M
Shira Ridge Wealth Management 2.44% Add +2.1% 26,665 $5.8M
Columbia River Financial Group, LLC 3.55% Add +1.7% 26,485 $5.8M
Stokes Capital Advisors, LLC 1.34% Reduce -3.2% 26,651 $5.8M
Investment Advisory Group, LLC 1.56% Reduce -1.7% 26,532 $5.7M
Arkadios Wealth Advisors 0.14% Add +9.6% 26,466 $5.7M
First Trust Advisors LP 0.00% Add +445.4% 26,321 $5.7M
Tidal Investments LLC 0.02% Add +5.6% 26,300 $5.7M
Avity Investment Management Inc. 0.40% Add +212.7% 26,272 $5.7M
Keybank National Association 0.02% Reduce -0.5% 26,098 $5.6M
Fortis Advisors, LLC 3.19% Reduce -9.9% 25,967 $5.6M
Chris Bulman Inc 2.79% Reduce -11.6% 25,851 $5.6M
Verdence Capital Advisors LLC 0.32% Reduce -0.2% 25,279 $5.6M
Ausdal Financial Partners, Inc. 0.27% Reduce -2.8% 25,711 $5.5M
OneAscent Financial Services LLC 0.37% Reduce -1.8% 25,634 $5.5M
Centerpoint Advisory Group 4.28% Reduce -1.5% 25,490 $5.5M
W Advisors, LLC 2.90% Reduce -1.7% 25,479 $5.5M
Plan Group Financial, LLC 1.48% Add +32.4% 25,464 $5.5M
NORTHSTAR ASSET MANAGEMENT Co 1.16% Add +1.3% 25,135 $5.4M
Forum Private Client Group LLC 1.93% Reduce -4.5% 25,132 $5.4M
AlphaCore Capital LLC 0.18% Add +2.6% 24,963 $5.4M
Seamount Financial Group Inc. 2.55% Add +1.1% 25,000 $5.4M
Accredited Wealth Management, LLC 4.00% Reduce -91.2% 2,230 $5.4M
Brady Martz Wealth Solutions, LLC 0.97% Reduce -0.5% 24,832 $5.4M
Vigilare Wealth Management 1.86% Reduce -4.5% 24,828 $5.4M
Independent Family Office, LLC 2.26% Reduce -2.9% 24,747 $5.3M
Tempus Wealth Planning, LLC 1.22% Add +0.4% 24,620 $5.3M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -33.1% 24,526 $5.3M
Madison Wealth Partners, Inc 1.04% Add +2.8% 24,450 $5.3M
Fort Sheridan Advisors LLC 0.69% Add +1.9% 24,399 $5.3M
GPS Wealth Strategies Group, LLC 0.55% Reduce -4.4% 24,277 $5.2M
Breakwater Investment Management 1.93% Reduce -1.2% 24,195 $5.2M
Infinity Wealth Counsel, LLC 5.05% Reduce -2.3% 24,089 $5.2M
Staley Capital Advisers Inc. 0.21% Reduce -0.2% 24,055 $5.2M
Levin Capital Strategies, L.P. 0.48% Add +0.0% 24,043 $5.2M
Marino, Stram & Associates LLC 0.93% Add +0.3% 23,971 $5.2M
New Insight Wealth Advisors 1.93% Reduce -6.0% 23,823 $5.1M
MilWealth Group LLC 1.25% Reduce -0.5% 23,765 $5.1M
Mather Group, Llc. 0.05% Reduce -60.9% 23,655 $5.1M
First Heartland Consultants, Inc. 0.41% Reduce -42.0% 23,616 $5.1M
Morton Capital Management LLC 0.83% Add +0.0% 23,575 $5.1M
Winthrop Advisory Group LLC 0.44% Reduce -1.3% 23,458 $5.1M
Cora Capital Advisors LLC 2.16% Add +1.2% 23,546 $5.1M
Sheets Smith Wealth Management 0.57% Reduce -1.0% 23,510 $5.1M
Ashton Thomas Private Wealth, LLC 0.13% Add +1.2% 23,352 $5.1M
Brighton Jones LLC 0.12% Reduce -10.5% 23,363 $5.0M
Wedmont Private Capital 0.19% Add +22.1% 23,032 $5.0M
S&co Inc. 0.30% No change 23,067 $5.0M
HUB Investment Partners, LLC 0.18% Reduce -0.8% 23,021 $5.0M
Krilogy Financial LLC 0.18% Add +102.3% 22,682 $4.9M
Global Financial Private Client, LLC 1.74% Reduce -2.0% 22,621 $4.9M
Parsons Capital Management Inc. 0.28% Reduce -14.1% 22,559 $4.9M
Sard Wealth Management Group, LLC 2.78% Add +1.2% 22,553 $4.9M
Hughes Financial Services, LLC 0.77% Add +0.1% 22,350 $4.9M
First National Bank of Mount Dora, Trust Investment Services 1.07% No change 22,386 $4.8M
Philadelphia Trust Co. 0.34% Reduce -0.1% 22,328 $4.8M
Financial Insights, Inc. 1.60% Reduce -0.5% 22,324 $4.8M
Prospect Financial Services LLC 2.76% Reduce -0.2% 22,265 $4.8M
Stonebridge Financial Group, LLC 0.42% Reduce -3.4% 22,163 $4.8M
Intelligent Financial Strategies 2.31% Reduce -0.4% 21,912 $4.7M
Centurion Wealth Management LLC 1.08% Add +30.9% 21,999 $4.7M
Beacon Bank & Trust 1.01% Add +34.2% 21,831 $4.7M
Abbot Financial Management, Inc. 2.01% Reduce -1.3% 21,817 $4.7M
Garden State Investment Advisory Services LLC 1.19% Reduce -0.6% 21,715 $4.7M
Diversify Wealth Management, LLC 0.27% Reduce -4.9% 21,625 $4.7M
Resurgent Financial Advisors LLC 2.28% Reduce -1.2% 21,484 $4.6M
Keystone Wealth Services, LLC 1.01% Add +19.0% 21,458 $4.6M
DMKC Advisory Services, LLC 2.35% Add +14.7% 21,456 $4.6M
Consolidated Portfolio Review Corp 0.58% Reduce -0.2% 21,401 $4.6M
Earned Wealth Advisors, LLC 0.76% Add +0.4% 21,381 $4.6M
Sunpointe, LLC 1.66% Add +7.2% 21,222 $4.6M
Stephens Consulting, LLC 1.58% Reduce -2.3% 21,243 $4.6M
Channel Wealth LLC 1.23% Add +0.6% 21,235 $4.6M
Ritter Daniher Financial Advisory LLC / DE 0.81% Add +344.4% 21,224 $4.6M
Sagespring Wealth Partners, LLC 0.09% Reduce -2.0% 21,175 $4.6M
Kovack Advisors, Inc. 0.43% Add +1.9% 21,152 $4.6M
Northwest Financial Advisors 5.86% Reduce -0.1% 21,140 $4.6M
Evanson Asset Management, LLC 0.26% Reduce -2.6% 21,111 $4.6M
CSM Advisors, LLC 0.13% No change 21,100 $4.6M
Commerce Bank 0.03% Reduce -0.1% 21,097 $4.6M
Arrowroot Family Office, LLC 1.82% Add +2.3% 21,089 $4.6M
Oxler Private Wealth LLC 1.32% Reduce -6.8% 21,087 $4.6M
Moloney Securities Asset Management, LLC 0.54% Add +0.5% 21,080 $4.5M
Capital Planning LLC 1.32% Add +3.9% 20,941 $4.5M
Per Stirling Capital Management, LLC. 0.54% Reduce -0.3% 21,004 $4.5M
Financial Engines Advisors L.L.C. 0.01% Add +3.6% 20,991 $4.5M
Private Capital Management, LLC 0.42% Reduce -5.8% 20,949 $4.5M
Mid-American Wealth Advisory Group, Inc. 2.01% Add +0.4% 20,858 $4.5M
Mayflower Financial Advisors, LLC 0.56% Add +41.7% 20,671 $4.5M
Cornerstone Advisors Asset Management, LLC 0.78% Reduce -1.3% 20,656 $4.5M
Spire Wealth Management 0.15% Add +7.0% 20,563 $4.4M
Pathway Financial Advisers, LLC 1.29% Add +5.0% 20,701 $4.4M
SkyView Investment Advisors, LLC 0.56% Reduce -3.3% 20,626 $4.4M
Client 1ST Advisory Group, LLC 1.46% Reduce -0.5% 20,371 $4.4M
Zhang Financial LLC 0.18% Add +0.9% 20,305 $4.4M
CPA Asset Management Group, LLC 1.67% Add +4.7% 20,133 $4.3M
CORDA Investment Management, LLC. 0.30% Reduce -1.3% 20,067 $4.3M
Pallas Capital Advisors LLC 0.16% Add +4.5% 19,989 $4.3M
St Germain D J Co. Inc. 0.17% Add +4.3% 19,937 $4.3M
Avant Capital LLC 3.03% Reduce -0.3% 19,931 $4.3M
Calydon Capital 0.69% Reduce -49.8% 19,910 $4.3M
Tower View Wealth Management LLC 2.21% Add +1.1% 19,768 $4.3M
LaSalle St. Investment Advisors, LLC 0.76% Reduce -1.1% 19,691 $4.2M
Heritage Trust Co 0.45% Reduce -0.8% 19,685 $4.2M
Garrett Wealth Advisory Group, LLC 0.83% Add +0.2% 19,679 $4.2M
Laird Norton Wetherby Wealth Management, LLC 0.17% Reduce -4.5% 19,463 $4.2M
Kiley Juergens Wealth Management, LLC 0.92% Reduce -0.2% 19,401 $4.2M
Sincerus Advisory, LLC 3.58% Add +4.7% 19,388 $4.2M
Bell Investment Advisors, Inc 0.68% Reduce -0.1% 19,246 $4.2M
Kaydan Wealth Management, Inc. 1.18% Add +0.4% 19,195 $4.1M
JMG Financial Group, Ltd. 0.12% Add +1.9% 19,185 $4.1M
Columbia Asset Management 0.77% Reduce -1.6% 19,162 $4.1M
Madden Advisory Services, Inc. 1.73% Reduce -6.7% 19,127 $4.1M
Forza Wealth Management, LLC 1.58% Reduce -0.6% 19,126 $4.1M
Archer Investment Corp 0.93% Reduce -0.0% 19,068 $4.1M
Geneos Wealth Management Inc. 0.10% Add +0.9% 19,066 $4.1M
Conservest Capital Advisors, Inc. 0.38% Add +0.1% 19,029 $4.1M
GSG Advisors LLC 1.09% Reduce -1.8% 18,926 $4.1M
Pursue Wealth Partners LLC 2.25% Reduce -3.4% 19,012 $4.1M
Riverpoint Wealth Management Holdings, LLC 0.90% Reduce -0.1% 18,946 $4.1M
21 West Wealth Management LLC 3.85% Reduce -2.4% 18,800 $4.1M
Mainsail Asset Management, LLC 1.78% Reduce -0.5% 18,796 $4.1M
FLC Capital Advisors 0.79% No change 18,783 $4.1M
Mill Creek Capital Advisors, LLC 0.08% Add +5.5% 18,730 $4.0M
Compound Planning, Inc. 0.13% Add +20.2% 18,730 $4.0M
Farmers & Merchants Investments Inc. 0.11% Reduce -0.7% 18,648 $4.0M
Financial Management Network Inc. 0.66% Add +0.5% 18,439 $4.0M
Wingate Wealth Advisors, Inc. 2.77% Add +93.3% 18,522 $4.0M
Novak & Powell Financial Services, Inc. 2.10% Reduce -0.0% 18,518 $4.0M
Safeguard Investment Advisory Group, LLC 0.99% Add +0.5% 18,508 $4.0M
Venturi Wealth Management, LLC 0.19% Reduce -4.4% 18,497 $4.0M
Formidable Asset Management, LLC 0.63% Add +16.3% 19,482 $4.0M
Baron Wealth Management LLC 1.32% Add +0.3% 18,465 $4.0M
Steinberganna Wealth Management 1.87% — 18,461 $4.0M
Whipplewood Advisors, LLC 2.59% Reduce -0.1% 18,215 $3.9M
CoreFirst Bank & Trust 2.11% Reduce -3.4% 18,087 $3.9M
CIBC Bancorp USA Inc. 0.02% — 18,083 $3.9M
KCM Investment Advisors LLC 0.13% Reduce -3.7% 18,007 $3.9M
Embree Financial Group 0.52% Reduce -1.9% 17,996 $3.9M
Stablepoint Partners, LLC 0.61% Reduce -1.6% 17,935 $3.9M
SVB Wealth LLC 0.21% Reduce -8.6% 17,899 $3.9M
UMB Bank, n.a. 0.06% No change 17,801 $3.8M
Charter Oak Capital Management, LLC 0.30% Reduce -0.4% 17,757 $3.8M
Centaurus Financial, Inc. 0.18% Add +5.8% 17,723 $3.8M
Bank of Hawaii 0.19% No change 17,496 $3.8M
Transamerica Financial Advisors, LLC 0.31% Add +0.4% 17,496 $3.8M
FMA Wealth Management, LLC 2.59% Add +1.3% 17,491 $3.8M
SageView Advisory Group, LLC 0.13% Add +131.6% 17,377 $3.7M
Mosaic Advisors LLC 9.08% Reduce -90.8% 17,359 $3.7M
Fonville Wealth Management LLC 0.84% Add +4.3% 17,332 $3.7M
Atticus Wealth Management, LLC 0.94% Add +1.4% 17,323 $3.7M
Dupree Financial Group, LLC 1.45% Add +2.2% 17,270 $3.7M
Bailard, Inc. 0.08% Reduce -0.4% 17,267 $3.7M
Post Resch Tallon Group Inc. 3.31% Reduce -0.1% 17,265 $3.7M
Cannon Wealth Management Services, LLC 2.82% Add +3.7% 17,261 $3.7M
Dentgroup LLC 2.40% Reduce -1.6% 17,211 $3.7M
Pure Financial Advisors, LLC 0.06% Add +4.5% 17,111 $3.7M
American Institute for Advanced Investment Management, LLP 2.42% Reduce -0.9% 17,093 $3.7M
Pinnacle Bancorp, Inc. 1.09% Add +3.1% 17,079 $3.7M
SeaCrest Wealth Management, LLC 0.39% Reduce -2.5% 16,875 $3.7M
Tranquility Partners, LLC 1.24% Add +10.2% 17,028 $3.7M
Gratus Wealth Advisors, LLC 0.52% Add +0.1% 16,998 $3.7M
Buttonwood Financial Advisors Inc. 1.26% Reduce -3.1% 16,961 $3.7M
Benedict Financial Advisors Inc. 0.79% Reduce -0.8% 16,939 $3.7M
Optima Capital LLC 1.77% Add +4.5% 16,837 $3.6M
Blue Chip Partners, LLC 0.27% Add +2.9% 16,865 $3.6M
Midwest Trust Co 0.05% Reduce -10.9% 16,845 $3.6M
Johnson Financial Group, Inc. 0.14% Add +8.5% 16,752 $3.6M
Argent Trust Co 0.13% Add +5.4% 16,815 $3.6M
Cambridge Capital Management, LLC 1.74% Reduce -0.3% 16,791 $3.6M
D'Orazio & Associates, Inc. 0.48% Reduce -6.0% 16,787 $3.6M
Simon Quick Advisors, LLC 0.16% Add +2.8% 16,763 $3.6M
Choreo, LLC 0.05% Reduce -1.7% 16,697 $3.6M
Friday Financial 1.51% Add +4.6% 16,683 $3.6M
Glen Eagle Advisors, LLC 0.50% Add +7.5% 16,653 $3.6M
Uptick Partners, LLC 0.94% Reduce -2.3% 16,642 $3.6M
Tandem Investment Partners LLC 2.95% Reduce -41.0% 16,618 $3.6M
ICONIQ Capital, LLC 0.04% No change 16,466 $3.6M
Farrell Financial LLC 2.23% Reduce -0.0% 16,455 $3.6M
Financial Guidance Group, Inc. 1.59% Reduce -2.6% 16,428 $3.5M
Beese Fulmer Investment Management, Inc. 0.24% Reduce -5.4% 16,392 $3.5M
BridgePort Financial Solutions, LLC 0.95% Reduce -2.1% 16,302 $3.5M
Miller Investment Management, LP 0.35% Reduce -31.6% 16,293 $3.5M
L. Roy Papp & Associates, LLP 0.39% Reduce -3.6% 16,273 $3.5M
Kaizen Financial Strategies 1.58% Reduce -0.3% 16,213 $3.5M
Axis Wealth Partners, LLC 2.04% Add +4.5% 16,174 $3.5M
Advisors Capital Management, LLC 0.04% Add +1.3% 16,115 $3.5M
Money Concepts Capital Corp. 0.21% Reduce -2.4% 16,021 $3.5M
Innova Wealth Partners 1.86% Add +6.7% 15,991 $3.5M
Stonegate Investment Group, LLC 0.08% Add +6.2% 15,960 $3.4M
Equitable Trust Co. 0.16% No change 15,960 $3.4M
Harbor Investment Advisory, LLC 0.28% Reduce -1.2% 15,932 $3.4M
Pension & Wealth Management Advisors, Inc. 1.08% Add +0.1% 15,910 $3.4M
Wilson & Boucher Capital Management, LLC 2.25% Reduce -0.9% 15,851 $3.4M
Childress Capital Advisors, LLC 0.62% No change 15,832 $3.4M
Fort Washington Investment Advisors Inc. 0.02% Reduce -10.6% 15,772 $3.4M
Clear Harbor Asset Management, LLC 0.24% Add +6.8% 15,641 $3.4M
Axxcess Wealth Management, LLC 0.07% Add +0.7% 15,625 $3.4M
Fiduciary Alliance LLC 0.22% Add +65.4% 15,442 $3.3M
Aspetuck Financial Management LLC 2.28% Reduce -2.0% 15,426 $3.3M
Sterling Wealth Advisors Inc 2.12% No change 15,408 $3.3M
TBH Global Asset Management, LLC 0.65% Add +6.7% 15,389 $3.3M
Private Trust Co. NA 0.29% Add +41.1% 15,344 $3.3M
LGL Partners, LLC 1.41% No change 15,259 $3.3M
Sax Wealth Advisors, LLC 0.18% Reduce -3.7% 15,303 $3.3M
Wilkins Miller Wealth Management, LLC 2.04% Add +0.5% 15,253 $3.3M
Pinnacle Wealth Management Advisory Group, LLC 0.25% Reduce -7.5% 15,149 $3.3M
Sugar Maple Asset Management, LLC 2.32% Reduce -16.6% 15,053 $3.2M
Tobias Financial Advisors, Inc. 0.49% Add +0.7% 15,022 $3.2M
Base Wealth Management LLC 1.84% Add +6.5% 14,994 $3.2M
Private Advisory Group LLC 0.28% Add +40.2% 14,934 $3.2M
One Capital Management, LLC 0.10% Add +663.5% 14,903 $3.2M
Armstrong Advisory Group, Inc. 0.23% Add +0.0% 14,820 $3.2M
Jacobi Capital Management LLC 0.19% Reduce -0.5% 14,740 $3.2M
Kelleher Financial Advisors 0.80% Reduce -21.1% 14,733 $3.2M
Montecito Bank & Trust 0.49% — 14,650 $3.2M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% Reduce -0.3% 14,490 $3.1M
Gouws Capital LLC 1.71% No change 14,428 $3.1M
Caldwell Sutter Capital, Inc. 1.33% Add +1.5% 14,394 $3.1M
Archford Capital Strategies, LLC 0.37% Reduce -19.1% 14,367 $3.1M
St. Clair Advisors, LLC 0.82% Reduce -9.4% 14,327 $3.1M
Elevation Point Wealth Partners, LLC 0.21% Add +581.3% 14,246 $3.1M
Pittenger & Anderson Inc. 0.11% Add +8.8% 14,239 $3.1M
SteelPeak Wealth, LLC 0.10% Add +13.6% 14,200 $3.1M
First National Trust Co 0.10% Add +23.4% 14,118 $3.0M
FineMark National Bank & Trust 0.10% Reduce -0.7% 14,072 $3.0M
Roundview Capital LLC 0.19% Add +0.7% 14,024 $3.0M
Wealthspire Retirement, LLC 0.19% Add +0.1% 13,977 $3.0M
Bath Savings Trust Co 0.30% Add +8.4% 13,945 $3.0M
Affiance Financial, LLC 0.55% Add +2.4% 13,938 $3.0M
QRG Capital Management, Inc. 0.04% Add +123.9% 13,930 $3.0M
First Command Advisory Services, Inc. 0.02% Add +6.5% 13,919 $3.0M
Foundations Investment Advisors, LLC 0.04% Add +21.4% 13,903 $3.0M
Dorsey & Whitney Trust CO LLC 0.16% Reduce -2.0% 13,860 $3.0M
Accel Wealth Management 0.87% Add +0.3% 13,845 $3.0M
Certified Advisory Corp 0.28% Reduce -17.9% 13,692 $3.0M
Nicholson Meyer Capital Management, Inc. 2.26% Reduce -3.6% 13,638 $2.9M
Miramar Capital, LLC 0.65% Add +5.6% 13,624 $2.9M
W1M Asset Management Ltd 0.21% Reduce -0.5% 13,611 $2.9M
Relyea Zuckerberg Hanson LLC 0.31% Add +0.1% 13,598 $2.9M
Kwmg, LLC 0.26% Reduce -6.0% 13,552 $2.9M
Citizens National Bank Trust Department 0.52% Reduce -0.6% 13,511 $2.9M
Pekin Hardy Strauss, Inc. 0.29% Reduce -0.8% 13,406 $2.9M
Empower Advisory Group, LLC 0.01% Add +1.5% 13,390 $2.9M
Linscomb Wealth, Inc. 0.12% Reduce -1.2% 13,389 $2.9M
Ritholtz Wealth Management 0.06% Add +1.8% 13,387 $2.9M
Next Capital Management LLC 0.96% Add +0.1% 13,349 $2.9M
LOM Asset Management Ltd 0.88% Reduce -13.6% 13,344 $2.9M
Tocqueville Asset Management L.P. 0.04% Add +0.0% 13,344 $2.9M
Opus Capital Group, LLC 0.32% Reduce -3.9% 13,319 $2.9M
Beacon Bridge Wealth Partners, LLC 1.02% Reduce -0.7% 13,311 $2.9M
LeClair Wealth Partners LLC 1.78% No change 13,272 $2.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% Add +15.7% 13,126 $2.8M
Exencial Wealth Advisors, LLC 0.09% Reduce -2.7% 13,093 $2.8M
Hohimer Wealth Management, LLC 0.40% Reduce -8.8% 13,045 $2.8M
Apexium Financial, LP 0.14% Reduce -9.8% 12,898 $2.8M
Simplicity Wealth,LLC 0.16% Reduce -12.0% 12,920 $2.8M
Stock Yards Bank & Trust Co. 0.09% Add +5.8% 12,916 $2.8M
Sonata Capital Group Inc. 1.03% Add +0.3% 12,863 $2.8M
SRH Advisors, LLC 0.81% Add +0.0% 12,864 $2.8M
Johnson Bixby & Associates, LLC 0.35% Reduce -8.9% 12,758 $2.8M
Anchor Investment Management, LLC 0.23% Reduce -0.4% 12,739 $2.7M
Lanark Financial, Inc. 0.21% Add +8.0% 12,719 $2.7M
Bulwark Capital Corp 2.12% Reduce -0.1% 12,618 $2.7M
Landmark Wealth Management, LLC 1.08% Reduce -5.9% 12,611 $2.7M
MSH Capital Advisors LLC 0.73% Add +5.8% 12,600 $2.7M
Federation des caisses Desjardins du Quebec 0.01% Reduce -3.2% 12,588 $2.7M
Leeward Financial Partners, LLC 0.77% No change 12,561 $2.7M
Southeast Asset Advisors, LLC 0.29% Add +0.8% 12,527 $2.7M
Tarbox Family Office, Inc. 0.40% Reduce -1.7% 12,525 $2.7M
Cornerstone Management, Inc. 0.45% Reduce -4.9% 12,502 $2.7M
Caldwell Trust Co 0.25% No change 12,498 $2.7M
Sunburst Financial Group, LLC 0.57% Reduce -1.2% 12,462 $2.7M
Oliver Luxxe Assets LLC 0.43% Add +0.4% 12,454 $2.7M
Hall Capital Management Co. Inc. 1.06% Reduce -0.3% 12,441 $2.7M
Becker Capital Management Inc. 0.08% Add +2.2% 12,352 $2.7M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.90% Add +0.0% 12,116 $2.7M
North Star Asset Management Inc. 0.11% Add +191.5% 12,301 $2.7M
Hazlett, Burt & Watson, Inc. 0.94% Reduce -2.1% 12,289 $2.7M
Evercore Wealth Management, LLC 0.04% Reduce -0.8% 12,293 $2.7M
Aviance Capital Partners, LLC 0.31% Reduce -1.5% 12,276 $2.6M
Charter Capital Management, LLC\DE 1.43% Add +0.8% 12,274 $2.6M
Burling Wealth Partners, LLC 0.44% Reduce -3.6% 12,257 $2.6M
Hicks Capital Management LLC 4.32% Reduce -0.1% 11,410 $2.6M
Joseph P. Lucia & Associates, LLC 0.99% Add +0.6% 12,217 $2.6M
International Assets Investment Management, LLC 0.21% No change 12,773 $2.6M
Eagle Strategies LLC 0.35% Add +136.9% 12,187 $2.6M
Wellspring Financial Advisors, LLC 0.24% Reduce -4.3% 12,183 $2.6M
Strategic Wealth Partners, Ltd. 0.20% Add +2.4% 12,141 $2.6M
Tandem Capital Management Corp. 1.22% Reduce -1.6% 12,141 $2.6M
Equity Wealth Partners, LLC 2.13% — 12,136 $2.6M
Walkner Condon Financial Advisors LLC 0.41% Add +9.9% 11,967 $2.6M
WFA of San Diego, LLC 1.77% Reduce -0.8% 11,960 $2.6M
Verity & Verity, LLC 0.21% Add +1.2% 11,938 $2.6M
Belpointe Asset Management LLC 0.10% Reduce -4.7% 11,936 $2.6M
Van Hulzen Asset Management, LLC 0.19% Reduce -3.3% 11,852 $2.6M
Patton Albertson Miller Group, LLC 0.31% Reduce -5.3% 11,850 $2.6M
Capital City Trust Co. 0.62% Add +10.0% 11,809 $2.5M
Cornell Pochily Investment Advisors, Inc. 0.76% Reduce -1.4% 11,799 $2.5M
Finward Bancorp 1.93% Add +3.9% 11,796 $2.5M
Amplius Wealth Advisors, LLC 0.22% Reduce -57.2% 11,786 $2.5M
Galvin, Gaustad & Stein, LLC 0.21% Add +0.7% 11,784 $2.5M
GM Advisory Group, LLC 0.11% Add +5.1% 11,768 $2.5M
WNY Asset Management, LLC 0.24% Add +11.7% 11,763 $2.5M
Advisory Research Inc. 0.33% Reduce -9.4% 11,658 $2.5M
Capstone Wealth Management Group LLC 1.60% No change 11,640 $2.5M
Colonial Trust Co / SC 0.34% Add +3.0% 11,615 $2.5M
Latitude Advisors, LLC 1.14% Add +0.9% 11,599 $2.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.06% Add +1.1% 11,526 $2.5M
Roberts Glore & Co. Inc. 0.68% Reduce -0.3% 11,523 $2.5M
Tower Research Capital LLC (TRC) 0.07% Add +143800.0% 11,512 $2.5M
CGN Advisors LLC 0.20% Reduce -1.0% 11,505 $2.5M
Nicolet Advisory Services, LLC 0.19% Add +4.6% 11,407 $2.5M
West Bancorporation Inc. 1.37% Reduce -2.4% 11,428 $2.5M
Capital Investment Advisory Services, LLC 0.20% Reduce -0.7% 11,428 $2.5M
Eq Wealth Advisors, LLC 1.62% Reduce -4.9% 11,402 $2.5M
Madison Asset Management, LLC 0.03% Reduce -1.6% 11,375 $2.5M
Atlantic Union Bankshares Corp 0.05% Add +7.0% 11,344 $2.4M
Smith Salley Wealth Management 0.13% Add +1.7% 11,296 $2.4M
FC Advisory LLC 0.71% Reduce -3.4% 11,293 $2.4M
Great Lakes Advisors, LLC 0.02% Reduce -5.3% 11,208 $2.4M
Wealthcare Capital Partners, LLC 1.11% Add +3.2% 11,164 $2.4M
Fidelis Capital Partners, LLC 0.19% No change 11,111 $2.4M
Collective Family Office LLC 0.58% Add +4.0% 11,104 $2.4M
Royal Fund Management, LLC 0.29% Reduce -26.4% 10,992 $2.4M
Asset Allocation Strategies LLC 0.47% Reduce -54.5% 10,967 $2.4M
Ehrlich Financial Group 1.40% Reduce -2.4% 10,930 $2.4M
Duncan Williams Asset Management, LLC 0.66% Add +0.4% 10,860 $2.3M
Weinberger Asset Management, Inc 0.84% Reduce -2.6% 10,812 $2.3M
Williams Jones Wealth Management, LLC. 0.03% Add +0.6% 10,807 $2.3M
Pps&v Asset Management Consultants, Inc. 1.33% Add +1.4% 10,678 $2.3M
Emerald Advisors, LLC 0.30% Add +1.9% 10,614 $2.3M
Schmidt P J Investment Management Inc. 0.38% Reduce -29.1% 10,610 $2.3M
Pitti Group Wealth Management, LLC 1.95% Reduce -2.2% 10,605 $2.3M
Thoroughbred Financial Services, LLC 0.14% Reduce -3.7% 10,601 $2.3M
Durante & Waters, LLC 1.68% Reduce -0.9% 10,587 $2.3M
Synergy Asset Management, LLC 0.08% Add +198.6% 10,954 $2.3M
Gateway Wealth Partners, LLC 0.31% Reduce -1.4% 10,561 $2.3M
Perennial Investment Advisors, LLC 0.19% Reduce -1.8% 10,525 $2.3M
Strategic Investment Solutions, Inc. 0.60% Reduce -12.3% 10,475 $2.3M
waypoint wealth counsel 0.89% Add +0.6% 10,445 $2.3M
Cassaday & Co Wealth Management LLC 0.05% Add +13.6% 10,418 $2.2M
Squarepoint Ops LLC 0.00% Add +80.5% 10,411 $2.2M
Meridian Financial Advisors, LLC 1.26% Add +0.3% 10,379 $2.2M
Crewe Advisors LLC 0.21% New 10,356 $2.2M
Tudor Financial Inc. 1.18% Reduce -0.2% 10,299 $2.2M
Saxon Interests, Inc. 0.87% Add +2.0% 10,527 $2.2M
First PREMIER Bank 0.50% Reduce -2.8% 10,289 $2.2M
Robinson Smith Wealth Advisors LLC 1.59% Reduce -2.2% 10,280 $2.2M
Gerber Kawasaki Wealth & Investment Management 0.08% Reduce -0.5% 10,227 $2.2M
Acima Private Wealth, LLC 0.69% No change 10,225 $2.2M
CJM Wealth Advisers, Ltd. 0.68% No change 10,222 $2.2M
MKT Advisors LLC 0.82% Reduce -6.5% 10,138 $2.2M
Sunbelt Securities, Inc. 0.15% Add +56.5% 10,184 $2.2M
LRI Investments, LLC 0.18% Reduce -0.1% 10,118 $2.2M
Defined Wealth Management, LLC 1.26% Reduce -0.8% 10,017 $2.2M
Lowe Brockenbrough & Co. Inc. 0.11% Add +65.3% 9,955 $2.1M
KDT Advisors, LLC 3.14% No change 9,940 $2.1M
Comprehensive Financial Consultants Institutional, Inc. 0.66% Add +0.8% 9,930 $2.1M
Spinnaker Investment Group, LLC 0.40% Add +5.5% 9,907 $2.1M
Reynders McVeigh Capital Management, LLC 0.10% Add +0.0% 9,903 $2.1M
Thrivent Financial for Lutherans 0.00% Reduce -0.7% 9,870 $2.1M
GK Wealth Management LLC 1.58% Add +21.0% 9,867 $2.1M
AIMZ Investment Advisors, LLC 0.67% Add +27.2% 9,846 $2.1M
Members Wealth LLC 1.33% — 9,656 $2.1M
Freestone Capital Holdings, LLC 0.06% Add +30.2% 9,704 $2.1M
Peck Wealth Management, LLC 2.00% — 9,680 $2.1M
Planning Center, Inc. 0.22% Add +0.2% 9,635 $2.1M
Founders Financial Alliance, LLC 0.39% Reduce -0.5% 9,610 $2.1M
TrueWealth Advisors, LLC 0.56% Reduce -0.1% 9,577 $2.1M
Thrive Capital Management, LLC 0.53% Add +9.4% 9,568 $2.1M
Thompson Davis & Co., Inc. 1.27% Add +13.2% 9,530 $2.1M
Vantage Financial Partners, LLC 0.43% Reduce -1.0% 9,477 $2.0M
LexAurum Advisors, LLC 0.29% Reduce -5.5% 9,470 $2.0M
SC&H Financial Advisors, Inc. 0.33% Reduce -34.6% 9,462 $2.0M
IRON Financial LLC 0.98% Add +0.1% 9,447 $2.0M
Regions Financial Corp. 0.01% Reduce -11.5% 9,430 $2.0M
AAFMAA Wealth Management & Trust LLC 0.81% Add +5.6% 9,407 $2.0M
Valley Forge Investment Consultants Inc. Adv 0.59% Reduce -1.0% 9,407 $2.0M
Blue Trust, Inc. 0.02% Add +5.0% 9,377 $2.0M
Round Rock Advisors LLC 0.32% Reduce -1.1% 9,370 $2.0M
Wetzel Investment Advisors, Inc. 0.86% Reduce -4.6% 9,266 $2.0M
RPG Investment Advisory, LLC 0.24% Reduce -3.6% 9,303 $2.0M
BNC Wealth Management, LLC 0.51% Add +2.7% 9,294 $2.0M
Novare Capital Management LLC 0.15% Add +1.5% 9,280 $2.0M
Ferguson Wellman Capital Management, Inc. 0.03% Add +194.1% 9,259 $2.0M
Silverlake Wealth Management LLC 0.49% Reduce -4.0% 9,246 $2.0M
United Services Automobile Association 0.14% Reduce -15.6% 9,177 $2.0M
MOKAN Wealth Management Inc. 0.99% Add +8.5% 9,131 $2.0M
Fortis Group Advisors, LLC 0.34% Reduce -1.7% 9,036 $2.0M
TPG Advisors LLC 1.29% Add +2.0% 9,071 $2.0M
Capital Advisors Inc. 0.03% Reduce -4.3% 9,052 $2.0M
BOS Asset Management, LLC 0.55% Add +2.3% 8,970 $1.9M
Chicago Capital, LLC 0.05% Add +6.2% 8,947 $1.9M
Nova R Wealth, Inc. 0.82% Add +0.5% 8,933 $1.9M
Bridgewealth Advisory Group, LLC 0.44% Reduce -2.6% 8,877 $1.9M
Cypress Wealth Services, LLC 0.31% Add +1.5% 8,870 $1.9M
Joseph Group Capital Management 0.54% Reduce -7.6% 8,852 $1.9M
Sepio Capital, LP 0.11% No change 8,841 $1.9M
Power Wealth Management LLC 0.69% Reduce -4.3% 8,819 $1.9M
Sweeney & Michel, LLC 0.64% Add +0.3% 8,895 $1.9M
Talisman Wealth Advisors LLC 1.56% Add +0.2% 8,733 $1.9M
Crescent Grove Advisors, LLC 0.18% Reduce -33.2% 8,680 $1.9M
Integrity Financial Corp 0.90% Add +4.7% 8,679 $1.9M
M.E. Allison & Co., Inc. 1.31% Add +0.6% 8,678 $1.9M
Motco 0.17% Add +7.1% 8,670 $1.9M
SLT Holdings LLC 1.26% Add +81.2% 8,666 $1.9M
Angeles Wealth Management, LLC 0.11% Reduce -0.1% 8,563 $1.8M
Coppell Advisory Solutions LLC 0.19% Add +50.7% 8,536 $1.8M
Roger Wittlin Investment Advisory, LLC 1.02% Reduce -0.6% 8,482 $1.8M
Realta Investment Advisors 0.61% Reduce -6.2% 8,474 $1.8M
Cutler Investment Counsel LLC 0.19% Add +1.1% 8,436 $1.8M
CFS Investment Advisory Services, LLC 0.14% Add +0.7% 8,342 $1.8M
Orion Porfolio Solutions, LLC 0.01% Reduce -5.6% 8,430 $1.8M
PGIM Custom Harvest LLC 0.03% Reduce -11.3% 8,416 $1.8M
Impact Capital Partners LLC 0.54% Add +5.7% 8,379 $1.8M
Bokf, NA 0.03% Add +12.9% 8,375 $1.8M
Red Mountain Financial, LLC 1.83% Add +1.1% 8,341 $1.8M
Cape Cod Five Cents Savings Bank 0.16% No change 9,080 $1.8M
Note Advisors, LLC 1.07% Add +10.3% 8,329 $1.8M
Hartmann Taylor Wealth Management, LLC 1.28% No change 8,263 $1.8M
IMS Capital Management 0.82% Reduce -16.1% 8,259 $1.8M
Jaffetilchin Investment Partners, LLC 0.11% Reduce -0.4% 8,247 $1.8M
Versant Capital Management, Inc 0.24% Add +18.6% 8,229 $1.8M
Cambridge Financial Group, LLC 0.57% Reduce -21.9% 8,211 $1.8M
Vident Advisory, LLC 0.02% Add +10.5% 8,205 $1.8M
Renaissance Technologies 0.00% New 8,200 $1.8M
Baring Financial LLC 1.21% Reduce -4.2% 8,199 $1.8M
Wedbush Securities Inc. 0.06% Reduce -43.9% 8,166 $1.8M
Madison Park Capital Advisors, LLC 1.44% Add +4.1% 8,150 $1.8M
WESCAP Management Group, Inc. 0.37% No change 8,083 $1.7M
Sand Hill Global Advisors, LLC 0.06% No change 8,071 $1.7M
Keel Point, LLC 0.11% Reduce -5.1% 8,065 $1.7M
Insight Advisors, LLC/ PA 0.27% Reduce -0.8% 8,051 $1.7M
HRT Financial LP 0.01% Add +5.9% 8,043 $1.7M
Ridgewood Investments LLC 0.73% Add +8.4% 8,036 $1.7M
Stanich Group LLC 1.06% Reduce -7.6% 8,029 $1.7M
Arq Wealth Advisors, LLC 0.51% Add +1.1% 7,994 $1.7M
WBH Advisory Inc. 0.13% Add +0.0% 7,980 $1.7M
Key Client Fiduciary Advisors, LLC 0.58% Add +2.8% 7,939 $1.7M
RFG Advisory, LLC 0.04% Reduce -13.9% 7,888 $1.7M
Midwestern Financial, LLC 1.46% Add +0.4% 7,876 $1.7M
Old North State Wealth Management, LLC 0.79% Add +5.6% 7,859 $1.7M
Savvy Advisors, Inc. 0.08% Add +1.1% 7,859 $1.7M
Kane Investment Management, Inc. 0.82% Reduce -1.4% 7,833 $1.7M
Bluespring Wealth Management, LLC 0.15% Reduce -2.1% 7,789 $1.7M
NovaPoint Capital, LLC 0.41% New 7,812 $1.7M
Successful Portfolios LLC 0.97% Add +41.9% 7,708 $1.7M
Tradewinds, LLC. 0.40% New 7,701 $1.7M
Nadler Financial Group, Inc. 0.16% No change 7,669 $1.7M
Capstone Wealth Management Group, LLC 0.70% Reduce -1.9% 7,632 $1.6M
Bienville Capital Management, LLC 0.31% Add +0.4% 7,580 $1.6M
Kelman-Lazarov, Inc. 0.24% Add +0.1% 7,610 $1.6M
Ironwood Investment Counsel, LLC 0.24% Add +0.2% 7,601 $1.6M
Atlantic Edge Private Wealth Management, LLC 0.42% Add +0.0% 7,579 $1.6M
Fortis Capital Advisors, LLC 0.26% Add +6.6% 7,565 $1.6M
Horst & Graben Wealth Management LLC 0.25% Add +0.1% 7,565 $1.6M
Duncker Streett & Co. Inc. 0.28% Reduce -3.3% 7,518 $1.6M
GTS Securities LLC 0.06% New 7,494 $1.6M
Birchcreek Wealth Management, LLC 0.83% Reduce -0.3% 7,479 $1.6M
Eastern Bank 0.03% Reduce -3.5% 7,464 $1.6M
Wesbanco Bank Inc. 0.04% Reduce -13.7% 7,402 $1.6M
Debussy Capital Management LP 0.23% Reduce -3.3% 7,381 $1.6M
Proficio Capital Partners LLC 0.11% Reduce -33.9% 7,377 $1.6M
Institute for Wealth Management, LLC. 0.17% Add +37.4% 7,364 $1.6M
Piedmont Capital Management, LLC 0.84% Add +5.6% 7,341 $1.6M
Compass Financial Services Inc 0.70% Add +0.1% 7,346 $1.6M
Saxony Capital Management, LLC 1.05% Add +1.0% 7,345 $1.6M
First American Bank 0.10% No change 7,334 $1.6M
Baxter Bros Inc. 0.18% Add +9.3% 7,308 $1.6M
Traphagen Investment Advisors LLC 0.14% Reduce -0.3% 7,306 $1.6M
Richard C. Young & CO., LTD. 0.15% Reduce -2.0% 7,294 $1.6M
Arbor Wealth Advisors LLC 1.17% Add +0.1% 7,292 $1.6M
Sachetta, LLC 0.58% Reduce -3.7% 7,279 $1.6M
Inspirion Wealth Advisors, LLC 0.22% No change 7,929 $1.6M
Mystic Asset Management, Inc. 0.35% No change 7,254 $1.6M
Carret Asset Management, LLC 0.15% Add +2.9% 7,254 $1.6M
One Charles Private Wealth Services, LLC 0.41% Reduce -0.1% 7,252 $1.6M
Navis Wealth Advisors, LLC 1.17% Add +0.3% 7,225 $1.6M
Darrow Company, Inc. 0.72% Reduce -1.0% 7,185 $1.6M
Lake Street Private Wealth, LLC 0.20% Add +0.7% 7,193 $1.6M
Moneco Advisors, LLC 0.13% Reduce -11.2% 7,192 $1.6M
Peak Retirement Planning, Inc. 0.44% Add +67.3% 7,162 $1.5M
Barclays PLC 0.00% Reduce -9.4% 7,140 $1.5M
Townsquare Capital LLC 0.23% Reduce -1.3% 7,134 $1.5M
Avior Wealth Management, LLC 0.05% Add +2.1% 7,084 $1.5M
Ameriflex Group, Inc. 0.57% Add +257.9% 7,076 $1.5M
Sagace Wealth Management LLC 1.04% Reduce -22.7% 7,046 $1.5M
Manhattan West Asset Management, LLC 0.32% Reduce -2.1% 7,010 $1.5M
Monograph Wealth Advisors, LLC 0.15% Add +5.2% 6,969 $1.5M
Lansing Street Advisors 0.40% Reduce -6.2% 6,965 $1.5M
Forum Financial Management, LP 0.02% Reduce -0.1% 6,984 $1.5M
Townsend Asset Management Corp. /NC/ 0.53% Add +0.2% 6,924 $1.5M
Integras Partners LLC 1.20% Reduce -0.8% 6,909 $1.5M
Catalina Capital Group, LLC 0.92% Add +0.1% 6,880 $1.5M
Well Done, LLC 0.25% Reduce -1.8% 6,873 $1.5M
Petix & Botte Co 0.34% Reduce -35.0% 6,866 $1.5M
Aries Wealth Management 0.35% Reduce -0.1% 6,826 $1.5M
Essex Bank 0.33% No change 6,814 $1.5M
HORAN Wealth, LLC 0.23% New 6,804 $1.5M
Klingman & Associates, LLC 0.07% Reduce -0.4% 6,794 $1.5M
Everett Harris & Co. 0.02% No change 6,765 $1.5M
Larson Financial Group LLC 0.05% Reduce -6.9% 6,747 $1.5M
ORG Partners LLC 0.27% No change 6,742 $1.5M
TAGStone Capital, Inc. 0.58% Add +4.0% 6,707 $1.5M
Frank, Rimerman Advisors LLC 0.09% Add +0.1% 6,719 $1.4M
Callan Family Office, LLC 0.05% Reduce -4.3% 6,716 $1.4M
Community Bank, N.A. 0.18% No change 6,711 $1.4M
Catalyst Financial Partners LLC 0.17% No change 6,701 $1.4M
Crux Wealth Advisors 0.57% Add +1.7% 6,688 $1.4M
Mascagni Wealth Management, Inc. 1.12% Reduce -2.7% 6,688 $1.4M
Weik Capital Management 0.54% Add +0.7% 6,670 $1.4M
Douglass Winthrop Advisors, LLC 0.03% New 6,650 $1.4M
BlueChip Wealth Advisors LLC 0.61% Add +8.4% 6,636 $1.4M
Assetmark, Inc. 0.00% Add +9.7% 6,634 $1.4M
Godshalk Welsh Capital Management, Inc. 0.82% Add +0.1% 6,630 $1.4M
Biltmore Family Office, LLC 0.20% Add +0.3% 6,571 $1.4M
Atria Investments, Inc 0.02% Reduce -0.8% 6,590 $1.4M
Aua Capital Management, LLC 0.80% Reduce -0.6% 6,574 $1.4M
Wexford Capital LP 0.42% No change 6,524 $1.4M
Valeo Financial Advisors, LLC 0.03% Add +0.1% 6,495 $1.4M
RDA Financial Network 0.34% Add +3.3% 6,473 $1.4M
Black Diamond Financial, LLC 0.16% Add +0.2% 6,435 $1.4M
Austin Private Wealth, LLC 0.11% Reduce -0.3% 6,433 $1.4M
Sovereign Financial Group, Inc. 0.26% Add +6.2% 6,410 $1.4M
Keeler & Nadler Financial Planning & Wealth Management 0.51% Reduce -0.9% 6,405 $1.4M
XML Financial, LLC 0.11% Add +3.1% 6,373 $1.4M
Bluesphere Advisors LLC 0.63% Reduce -0.7% 6,368 $1.4M
Mayfair Advisory Group, LLC 0.59% Reduce -0.2% 6,340 $1.4M
Syverson Strege & Co 0.33% No change 6,336 $1.4M
Smartleaf Asset Management LLC 0.08% Reduce -27.9% 6,364 $1.4M
MFA Wealth Services 0.94% Add +1.7% 6,328 $1.4M
Harmony Asset Management LLC 0.47% Reduce -0.8% 6,304 $1.4M
C M Bidwell & Associates Ltd. 0.65% Reduce -0.5% 6,297 $1.4M
Cantor Fitzgerald Investment Advisors L.P. 0.09% No change 6,290 $1.4M
Beacon Capital Management, LLC 0.19% Add +7.4% 6,255 $1.3M
Summit Wealth Partners, LLC 0.24% No change 6,252 $1.3M
Decker Retirement Planning Inc. 0.74% Reduce -7.3% 6,247 $1.3M
Fortitude Advisory Group L.L.C. 0.72% Add +4.4% 6,236 $1.3M
Dempze Nancy E 0.74% No change 6,231 $1.3M
Christensen, King & Associates Investment Services, Inc. 0.58% Add +13.1% 6,224 $1.3M
Fiduciary Family Office, LLC 0.38% Reduce -12.2% 6,214 $1.3M
Ashton Thomas Securities, LLC 0.19% No change 6,188 $1.3M
Wolfstich Capital, LLC 2.72% No change 6,186 $1.3M
Liberty Square Wealth Partners LLC 0.41% Reduce -11.3% 6,185 $1.3M
Littlejohn Financial Services, Inc. 0.97% Add +3.9% 6,185 $1.3M
Wolff Financial Management LLC 0.31% No change 6,183 $1.3M
RVW Wealth, LLC 0.10% Reduce -1.7% 6,163 $1.3M
Daymark Wealth Partners, LLC 0.04% Add +5.6% 6,143 $1.3M
Telos Capital Management, Inc. 0.13% Add +26.8% 6,140 $1.3M
First Citizens Bank & Trust Co. 0.03% Reduce -0.2% 6,136 $1.3M
Philip James Wealth Mangement, LLC 0.16% Reduce -10.7% 6,092 $1.3M
Horizon Wealth Management, LLC 0.19% Reduce -0.9% 6,091 $1.3M
Cooper/Haims Advisors, LLC 0.61% No change 6,086 $1.3M
Patten Group, Inc. 0.26% Reduce -2.3% 6,075 $1.3M
Abacus Wealth Partners, LLC 0.19% Add +5.7% 6,068 $1.3M
Strategic Advisors LLC 0.21% Add +269.1% 6,053 $1.3M
Clear Point Advisors Inc. 1.01% Add +0.3% 6,051 $1.3M
Conning Inc. 0.05% New 6,050 $1.3M
Luminvest Wealth Management LLC 0.43% Reduce -5.0% 6,048 $1.3M
Tenret Co LLC 0.67% No change 6,040 $1.3M
Highview Capital Management LLC 0.48% Reduce -1.2% 6,037 $1.3M
McAdam, LLC 0.06% Add +14.5% 6,032 $1.3M
Gutierrez Wealth Advisory, LLC 0.83% Add +0.4% 6,029 $1.3M
American State Bank (Iowa) 0.66% Add +23.6% 6,024 $1.3M
Private Management Group Inc. 0.04% No change 6,024 $1.3M
Ascent Group, LLC 0.05% Reduce -36.6% 5,973 $1.3M
Busey Bank 0.04% Reduce -5.1% 5,931 $1.3M
Ignite Planners, LLC 0.21% No change 5,926 $1.3M
Silver Lake Advisory, LLC 0.51% Add +3.4% 5,910 $1.3M
LCNB Corp. 0.45% Add +373.3% 5,907 $1.3M
Ethos Financial Group, LLC 0.10% Reduce -0.3% 5,870 $1.3M
Invst, LLC 0.14% Reduce -0.7% 5,888 $1.3M
Objective Capital Management, LLC 1.31% Reduce -0.4% 5,875 $1.3M
Essex LLC 0.23% Reduce -0.9% 5,869 $1.3M
Greenspring Advisors, LLC 0.22% — 5,861 $1.3M
Quaker Wealth Management, LLC 0.41% Add +0.5% 5,860 $1.3M
Beta Wealth Group, Inc. 0.50% New 5,852 $1.3M
Core Wealth Advisors, Inc. 0.33% Add +0.4% 5,833 $1.3M
Susquehanna International Group, LLP 0.00% Reduce -70.8% 5,827 $1.3M
Keystone Global Partners, LLC 0.64% Reduce -16.0% 5,821 $1.3M
Creative Financial Designs Inc. 0.08% Reduce -31.1% 5,817 $1.3M
Leonard Rickey Investment Advisors P.L.L.C. 0.23% Add +0.5% 5,732 $1.2M
Collaborative Wealth Managment Inc. 0.50% Reduce -0.7% 5,731 $1.2M
Ledgewood Wealth Advisors, LLC 0.73% Reduce -4.8% 5,720 $1.2M
IFG Advisors, LLC 0.20% Add +2.1% 5,712 $1.2M
Evernest Financial Advisors, LLC 0.35% Add +0.3% 5,710 $1.2M
DBK Financial Counsel, LLC 1.03% No change 5,704 $1.2M
ERn Financial, LLC 0.24% Reduce -0.4% 5,694 $1.2M
Investment Planning Advisors, Inc. 0.39% Add +3.9% 5,678 $1.2M
BTG Pactual Asset Management US LLC 0.15% No change 5,985 $1.2M
Everhart Financial Group, Inc. 0.12% Reduce -6.2% 5,674 $1.2M
KOM Wealth Management Group, LLC 0.93% Add +3.7% 5,672 $1.2M
Nilsine Partners, LLC 0.11% Reduce -9.2% 5,670 $1.2M
Rockland Trust Co. 0.05% Add +6.7% 5,666 $1.2M
Secure Asset Management, LLC 0.20% Reduce -5.6% 5,624 $1.2M
Gallacher Capital Management LLC 0.48% Reduce -8.1% 5,648 $1.2M
Blossom Wealth Management 1.97% Add +2.2% 5,647 $1.2M
WealthCare Investment Partners, LLC 0.40% Add +1.6% 5,618 $1.2M
Carson Advisory Inc. 0.66% Add +0.1% 5,636 $1.2M
Trifecta Capital Advisors, LLC 0.18% Add +0.1% 5,633 $1.2M
Palisade Asset Management, LLC 0.11% No change 5,625 $1.2M
Tsfg, LLC 0.19% Reduce -1.1% 5,616 $1.2M
Great Diamond Partners, LLC 0.23% Reduce -3.9% 5,608 $1.2M
Fiduciary Group, LLC 0.11% No change 5,601 $1.2M
Strategic Wealth Investment Group, LLC 0.10% Add +199.6% 5,599 $1.2M
Gradient Capital Advisors, LLC 0.32% Add +0.5% 5,592 $1.2M
Claris Financial LLC 0.68% Add +0.3% 5,539 $1.2M
Marble Harbor Investment Counsel, LLC 0.13% Add +1.9% 5,538 $1.2M
GWN Securities Inc. 0.28% Reduce -50.5% 5,478 $1.2M
Elmwood Wealth Management, Inc. 0.42% No change 5,513 $1.2M
Front Row Advisors LLC 0.40% Reduce -1.0% 5,487 $1.2M
First Bancorp, Inc 0.63% No change 5,508 $1.2M
Barnes Wealth Management Group, Inc 0.65% Reduce -1.5% 5,506 $1.2M
Baldwin Wealth Partners LLC 0.08% No change 5,500 $1.2M
Lincoln Capital Corp. 0.43% No change 5,495 $1.2M
Northwest Bancshares, Inc. 0.20% No change 5,493 $1.2M
Viawealth, LLC 0.65% Reduce -8.7% 5,482 $1.2M
Towerpoint Wealth, LLC 0.48% Add +3.4% 5,478 $1.2M
TCI Wealth Advisors, Inc. 0.07% Add +13.1% 5,458 $1.2M
Accredited Investors Inc. 0.07% Add +5.6% 5,440 $1.2M
Webster Bank, N. A. 0.11% Reduce -0.3% 5,439 $1.2M
Calton & Associates, Inc. 0.18% Add +11.1% 5,432 $1.2M
Medallion Wealth Advisors, LLC 0.42% Add +7.3% 5,421 $1.2M
Sage Capital Advisors,llc 0.28% Add +0.0% 5,414 $1.2M
Wealth Dimensions Group, Ltd. 0.24% Add +4.1% 5,327 $1.1M
O'ROURKE & COMPANY, Inc 0.48% Add +0.7% 5,320 $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
RiverFront Investment Group, LLC 0.02% Add +17.9% 5,288 $1.1M
Silver Oak Wealth Advisors Services, LLC 0.75% Reduce -19.6% 5,256 $1.1M
Financial Partners Group, Inc 0.14% Add +0.3% 5,256 $1.1M
Strategic Financial Services, Inc. 0.06% Add +1.6% 5,242 $1.1M
Wiser Wealth Management, Inc 0.26% Reduce -5.1% 5,236 $1.1M
Facet Wealth, Inc. 0.02% Add +35.8% 5,174 $1.1M
Lion Street Advisors, LLC 0.39% Reduce -44.1% 6,794 $1.1M
Revolve Wealth Partners, LLC 0.13% Reduce -0.7% 5,169 $1.1M
Evexia Wealth LLC 0.33% Add +21.6% 5,172 $1.1M
Mosaic Family Wealth Partners, LLC 0.13% No change 5,178 $1.1M
Trademark Financial Management, LLC 0.64% Reduce -6.2% 5,133 $1.1M
National Wealth Management Group, LLC 0.42% Reduce -0.8% 5,123 $1.1M
Avidian Wealth Enterprises, LLC 0.04% Add +46.9% 5,113 $1.1M
Simmons Bank 0.07% Reduce -4.9% 5,111 $1.1M
Schrum Private Wealth Management LLC 0.81% Reduce -0.4% 5,088 $1.1M
Partners Capital Investment Group, LLP 0.04% Add +0.4% 5,073 $1.1M
Burk Holdings LLC 0.58% New 5,050 $1.1M
Orser Capital Management, LLC 0.57% Reduce -4.5% 5,045 $1.1M
Burke & Herbert Bank & Trust Co. 0.23% Reduce -0.5% 5,045 $1.1M
Turn8 Private Wealth Inc. 0.78% Reduce -0.7% 5,041 $1.1M
DF Dent & Co. Inc. 0.01% Reduce -42.8% 5,034 $1.1M
Northwest Wealth Management, LLC 0.18% Reduce -0.3% 5,025 $1.1M
Wells Financial Advisors INC 1.45% Reduce -5.3% 5,020 $1.1M
Indiana Trust & Investment Management Co 0.33% No change 4,995 $1.1M
Bridges Investment Management Inc. 0.01% Add +4.5% 4,995 $1.1M
Summit Financial Wealth Advisors, LLC 0.17% Add +5.8% 4,960 $1.1M
Independent Wealth Network Inc. 0.34% Add +0.3% 4,959 $1.1M
Broyhill Asset Management, LLC 0.93% No change 4,937 $1.1M
MA Private Wealth 0.18% No change 4,926 $1.1M
Maple Capital Management, Inc. 0.07% Reduce -0.9% 4,911 $1.1M
Berger Financial Group, Inc 0.06% Reduce -2.9% 4,893 $1.1M
Blake Schutter Theil Wealth Advisors, LLC 1.04% Add +0.1% 4,871 $1.1M
Cranbrook Wealth Management, LLC 0.21% No change 4,863 $1.0M
Discipline Wealth Solutions, LLC 0.28% New 4,857 $1.0M
GAMCO Investors 0.01% No change 4,854 $1.0M
Roxbury Financial LLC 0.96% Reduce -0.6% 4,834 $1.0M
Grey Ledge Advisors, LLC 0.23% Add +2.0% 4,806 $1.0M
Center for Financial Planning, Inc. 0.11% Add +18.8% 4,799 $1.0M
Fisher Asset Management 0.00% Add +18.9% 4,774 $1.0M
TruWealth Advisors, LLC 0.05% Add +0.2% 4,769 $1.0M
Millennium Capital Advisors, LLC 0.62% Add +3.8% 4,763 $1.0M
Councilor Wealth, LLC 0.48% Add +6.9% 4,753 $1.0M
Mason Investment Advisory Services, Inc. 0.05% Add +0.2% 4,752 $1.0M
WealthPlan Investment Management, LLC 0.07% Reduce -7.5% 4,743 $1.0M
Jag Capital Management, LLC 0.11% Reduce -6.8% 4,728 $1.0M
Sawgrass Asset Management LLC 0.13% No change 4,715 $1.0M
Foster Victor Wealth Advisors, LLC 0.06% Add +3.9% 4,657 $1.0M
Brown Miller Wealth Management, LLC 0.29% Reduce -7.6% 4,682 $1.0M
Rossmore Private Capital 0.11% Add +0.0% 4,680 $1.0M
LongView Wealth Management 0.27% Reduce -2.3% 4,667 $1.0M
Parr McKnight Wealth Management Group, LLC 0.13% Reduce -10.7% 4,662 $1.0M
Occidental Asset Management, LLC 0.13% Reduce -1.3% 4,659 $1.0M
First National Bank of Omaha 0.06% Add +19.3% 4,647 $1.0M
Trueblood Wealth Management, LLC 0.39% Add +2.0% 4,646 $1.0M
Sage Rhino Capital LLC 0.19% No change 4,622 $997K
J2 Capital Management Inc 0.74% Reduce -2.2% 4,579 $988K
Portside Wealth Group, LLC 0.14% Reduce -3.0% 4,563 $985K
Wilmington Savings Fund Society, FSB 0.02% Reduce -47.4% 4,558 $984K
Continuum Advisory, LLC 0.10% Reduce -0.1% 4,551 $982K
Agate Pass Investment Management, LLC 0.37% Reduce -3.5% 4,545 $981K
Newman Dignan & Sheerar, Inc. 0.21% Reduce -0.5% 4,544 $981K
SOL Capital Management CO 0.09% No change 4,535 $979K
Patten & Patten Inc. 0.06% Reduce -4.3% 4,530 $978K
KMG Fiduciary Partners, LLC 0.07% Add +2.3% 4,525 $976K
Legacy Financial Strategies, LLC 0.18% Add +0.0% 4,516 $974K
Vaughan David Investments LLC 0.02% Reduce -3.7% 4,515 $974K
Bravias Capital Group, LLC 0.65% Add +285.5% 4,510 $973K
Anderson Hoagland & Co. 0.09% No change 4,498 $971K
Morling Financial Advisors, LLC 0.32% Reduce -1.7% 4,496 $970K
Integris Wealth Management, LLC 0.24% No change 4,494 $970K
Flagship Wealth Advisors, LLC 0.32% Reduce -7.6% 4,494 $970K
U.S. Capital Wealth Advisors, LLC 0.03% Reduce -23.0% 4,487 $968K
Orgel Wealth Management, LLC 0.02% Add +13.7% 4,485 $968K
Sonora Investment Management Group, LLC 0.07% Reduce -9.1% 4,474 $965K
Legacy Trust 0.19% Add +0.6% 4,472 $965K
Cypress Capital Group 0.12% No change 4,466 $964K
RTD Financial Advisors, Inc. 0.12% Reduce -5.0% 4,464 $963K
Pasadena Private Wealth, LLC 0.14% Reduce -0.9% 4,460 $962K
Canal Capital Management, LLC 0.14% Add +4.1% 4,457 $962K
Employees' Retirement Fund of the City of Fort Worth 0.45% Reduce -94.3% 4,451 $960K
Westmount Partners, LLC 0.25% Add +6.0% 4,425 $960K
Boston Trust Walden Corp 0.01% Add +12.0% 4,426 $955K
Revisor Wealth Management LLC 0.33% Add +89.2% 4,391 $953K
CWA Asset Management Group, LLC 0.04% Add +7.2% 4,408 $951K
Independent Advisor Alliance 0.02% Add +2.3% 4,406 $951K
Hobart Private Capital, LLC 0.20% Add +3.5% 4,396 $949K
L.M. Kohn & Company 1.14% Reduce -9.8% 4,386 $946K
Chancellor Financial Group WB LP 0.67% Reduce -2.9% 4,374 $944K
Canandaigua National Bank & Trust Co. 0.08% Reduce -10.0% 4,370 $943K
BOK Financial Private Wealth, Inc. 0.06% No change 4,338 $940K
Principal Securities, Inc. 0.02% Add +7.2% 4,349 $938K
Atlas Legacy Advisors, LLC 0.18% Reduce -0.6% 4,345 $938K
Pettinga Financial Advisors LLC 0.18% Reduce -32.9% 4,304 $929K
Raub Brock Capital Management LP 0.20% Reduce -4.0% 4,297 $927K
CoreCap Advisors, LLC 0.03% Add +8.7% 4,296 $927K
Aspen Investment Management Inc 0.36% Add +121.2% 4,289 $926K
Fulton Bank, N.A. 0.03% Add +21.9% 4,283 $924K
JRM Investment Counsel, LLC 0.28% Reduce -3.2% 4,274 $922K
EdgeRock Capital LLC 0.26% Reduce -0.1% 4,269 $921K
Anson Capital, Inc. 0.69% No change 4,268 $921K
Prospera Capital Management, LLC 0.45% No change 4,266 $920K
Palo Alto Wealth Advisors, LLC 0.27% No change 4,205 $920K
Appleton Partners Inc. 0.06% Add +29.0% 4,260 $919K
Accurate Wealth Management, LLC 0.12% Add +244.7% 4,243 $918K
Melfa Wealth Management, Inc. 0.54% Add +0.0% 4,249 $917K
Sage Mountain Advisors LLC 0.05% Reduce -6.3% 4,241 $915K
Patrick M Sweeney & Associates, Inc. 0.59% Add +3.3% 4,236 $914K
MassMutual Private Wealth & Trust, FSB 0.02% Reduce -3.0% 4,228 $912K
Capital Management Associates, Inc 0.25% Add +2.4% 4,224 $911K
Vicus Capital 0.07% Add +19.1% 4,216 $910K
Clark Asset Management, LLC 0.11% No change 4,215 $910K
Future Financial Wealth Managment LLC 0.57% Reduce -0.6% 4,171 $900K
Redhawk Wealth Advisors, Inc. 0.10% Reduce -3.4% 4,165 $899K
Sterling Investment Advisors, Ltd. 0.17% Add +0.0% 4,142 $894K
Hilltop Holdings Inc. 0.05% Add +4.3% 4,135 $892K
Willner & Heller, LLC 0.68% Add +0.4% 4,129 $891K
LVM Capital Management Ltd. 0.08% Add +1.6% 4,089 $882K
Van Den Berg Management I, Inc. 0.22% Reduce -7.3% 4,083 $881K
Financial Enhancement Group LLC 0.12% Reduce -0.0% 4,043 $881K
Rockingstone Advisors LLC 0.43% Reduce -6.0% 4,076 $880K
Kathmere Capital Management, LLC 0.06% Reduce -29.4% 4,070 $878K
Koa Wealth Management, LLC 0.65% Add +10.7% 4,065 $877K
Gallagher Capital Advisors, LLC 0.50% Reduce -35.6% 1,103 $877K
Bfsg, LLC 0.08% Reduce -1.2% 4,053 $875K
Park National Corp. 0.03% Reduce -6.4% 4,045 $873K
Mitchell McLeod Pugh & Williams Inc. 0.14% Add +34.4% 3,971 $872K
BlueStem Wealth Partners, LLC 0.10% Add +0.4% 4,040 $872K
CX Institutional 0.03% Add +266.8% 4,013 $866K
Camden National Bank 0.12% Reduce -5.0% 4,005 $864K
Citizens & Northern Corp. 0.21% Reduce -3.0% 4,001 $863K
Excalibur Management Corp. 0.31% Add +11.7% 3,993 $862K
Capital Squared Financial LLC 0.75% Add +164.7% 3,991 $861K
Greenleaf Trust 0.01% Add +4.1% 3,980 $859K
Sequent Planning LLC 0.24% Reduce -0.0% 3,974 $858K
Badgley Phelps Wealth Managers, LLC 0.02% Reduce -1.0% 3,955 $857K
Ascent Wealth Partners, LLC 0.10% No change 3,968 $856K
Am Investment Strategies LLC 0.18% No change 3,943 $851K
Independence Financial Advisors, LLC 0.26% Reduce -4.4% 3,938 $850K
AdvisorNet Financial, Inc 0.05% Add +17.8% 3,926 $847K
Missouri Trust & Investment Co 0.25% No change 3,923 $847K
Flagstone Financial Management 0.22% Reduce -5.0% 3,904 $842K
Aventus Investment Advisors, Inc. 0.72% Reduce -1.3% 3,902 $842K
St. Louis Trust Co 0.10% No change 3,870 $835K
Smithbridge Asset Management Inc. 0.12% Reduce -9.8% 3,867 $834K
Ring Mountain Capital, LLC 0.46% Reduce -2.2% 3,851 $831K
Nautilus Advisors LLC 0.56% Reduce -0.1% 3,850 $831K
Bolthouse Investments, LLC 0.75% No change 3,846 $830K
Westbourne Investments, Inc. 0.39% Add +19.0% 3,800 $825K
3Chopt Investment Partners, LLC 0.19% Add +2.9% 3,802 $824K
Bragg Financial Advisors, Inc 0.03% Reduce -17.6% 3,814 $823K
Thrive Wealth Management, LLC 0.12% Reduce -7.8% 3,812 $822K
Highland Capital Management, LLC 0.04% Reduce -11.0% 3,806 $821K
Intrust Bank NA 0.07% No change 3,799 $820K
Prospect Financial Group LLC 0.79% No change 3,768 $813K
Calamos Wealth Management LLC 0.03% Add +8.0% 3,765 $812K
Coastal Bridge Advisors, LLC 0.06% Add +0.0% 3,763 $812K
Lutz Financial Services LLC 0.06% No change 3,760 $811K
Neuberger Berman Group LLC 0.00% Reduce -11.2% 3,760 $811K
Avaii Wealth Management, LLC 0.31% Add +0.6% 3,759 $811K
Minot DeBlois Advisors LLC 0.73% Reduce -0.9% 3,749 $809K
Arcus Capital Partners, LLC 0.35% Add +0.2% 3,748 $809K
Fairview Capital Investment Management, LLC 0.04% Reduce -1.3% 3,747 $809K
Gemmer Asset Management LLC 0.07% Add +34.2% 3,738 $807K
Seaside Wealth Management, Inc. 0.24% Add +0.4% 3,718 $802K
OMNI 360 Wealth, Inc. 0.45% Add +19.3% 3,717 $802K
Aureus Asset Management, LLC 0.05% No change 3,714 $802K
Samalin Investment Counsel, LLC 0.28% Add +3.8% 3,711 $801K
Worth Financial Advisory Group, LLC 0.45% Add +2.9% 3,703 $799K
Courier Capital LLC 0.05% Add +1.4% 3,700 $798K
Wood Tarver Financial Group, LLC 0.24% No change 3,697 $797K
Topsail Wealth Management, LLC 0.13% Add +0.3% 3,677 $797K
Willow Creek Wealth Management Inc. 0.07% Reduce -0.5% 3,688 $796K
Legacy Private Trust Co. 0.05% Reduce -12.0% 3,687 $796K
Elser Financial Planning, Inc 0.95% No change 3,652 $792K
Trustmark Bank Trust Department 0.05% Add +24.2% 3,671 $792K
Bay Capital Advisors, LLC 0.51% Reduce -1.1% 3,660 $790K
Kathleen S. Wright Associates Inc. 0.29% Add +2.0% 3,656 $789K
Smithfield Trust Co 0.04% No change 3,652 $788K
LBMC Investment Advisors, LLC 0.05% Reduce -6.1% 3,651 $788K
Balanced Wealth Group LLC 0.35% Reduce -0.2% 3,821 $787K
Crowley Wealth Management, Inc. 0.62% Add +46.0% 3,634 $784K
Pine Harbor Wealth Management, LLC 0.25% Add +0.3% 3,629 $783K
Grove Bank & Trust 0.09% No change 3,623 $782K
Mechanics Bank Trust Department 0.11% Reduce -1.5% 3,617 $781K
Three Bridge Wealth Advisors, LLC 0.20% No change 3,586 $777K
Leading Edge Financial Planning LLC 0.20% Reduce -0.0% 3,599 $777K
Glenview Trust Co 0.01% Add +0.7% 3,596 $776K
Elm Partners Management LLC 0.04% New 3,589 $774K
Gerber, LLC 0.49% No change 3,584 $773K
Wealth Group Ltd 0.18% Reduce -1.2% 3,576 $772K
Silver Oak Securities, Incorporated 0.06% Reduce -2.2% 3,571 $771K
Nottingham Advisors, Inc. 0.11% Reduce -0.8% 3,570 $770K
Richard W. Paul & Associates, LLC 0.26% Reduce -1.8% 3,568 $770K
Plante Moran Financial Advisors, LLC 0.05% Reduce -1.6% 3,564 $769K
Heritage Financial Services, LLC 0.07% Add +2.1% 3,553 $767K
Mark Sheptoff Financial Planning, LLC 0.37% No change 3,550 $766K
OneAscent Wealth Management LLC 0.26% Reduce -7.6% 3,538 $763K
Obermeyer Wealth Partners 0.04% Add +105.0% 3,536 $763K
Wick Capital Partners, LLC 0.18% Reduce -62.2% 3,534 $763K
Financial Life Planners 0.51% Add +5.8% 3,533 $762K
Olde Wealth Management, LLC 0.23% — 3,500 $760K
Rockbridge Investment Management, LCC 0.07% No change 3,518 $759K
Matrix Asset Advisors Inc. 0.07% Add +1.1% 3,514 $758K
Spirit of America Management Corp. 0.15% Add +1.0% 3,495 $758K
Thompson Siegel & Walmsley LLC 0.01% Reduce -25.6% 3,503 $756K
Independence Bank of Kentucky 0.10% Add +6.1% 3,502 $756K
Rockwood Wealth Management, LLC 0.06% No change 3,500 $755K
Frisch Financial Group, Inc. 0.18% Add +0.4% 3,485 $755K
SYM FINANCIAL Corp 0.08% No change 3,498 $755K
TCV Trust & Wealth Management, Inc. 0.06% Reduce -0.4% 3,487 $752K
Focused Wealth Management, Inc 0.08% Add +43.3% 3,478 $751K
Schaeffer Financial LLC 0.68% Add +1.6% 3,477 $750K
VeraBank, N.A. 0.14% Reduce -20.5% 3,475 $750K
Aviso Financial Inc. 0.03% Add +8.4% 3,465 $748K
Radnor Capital Management, LLC 0.11% No change 3,459 $746K
Sage Capital Management, LLC 0.34% Add +0.2% 3,450 $745K
2UniFi Bank 0.37% No change 3,440 $742K
Saiph Capital, LLC 0.27% Add +1.9% 3,438 $742K
Trilogy Capital Inc. 0.03% Reduce -83.0% 3,425 $739K
Boltwood Capital Management 0.20% Reduce -1.4% 3,407 $735K
Valley National Advisers Inc. 0.11% Add +1.3% 3,404 $734K
FreeGulliver LLC 0.33% Reduce -60.3% 3,400 $734K
Great Lakes Retirement, Inc. 0.08% Add +2.6% 3,396 $733K
Advantage Trust Co 0.33% No change 3,388 $731K
Capital Asset Advisory Services LLC 0.03% Add +1.2% 3,387 $731K
Russell Investments Group, Ltd. 0.00% Add +5.3% 3,387 $731K
Aerodigm Wealth, LLC 0.31% New 3,357 $728K
Mairs & Power Inc. 0.01% Reduce -26.1% 3,360 $725K
Valued Retirements, Inc. 0.82% No change 3,541 $725K
Icon Wealth Advisors, LLC 0.05% Add +11.1% 3,358 $725K
Hemington Wealth Management 0.09% No change 3,356 $724K
Nordwand Advisors, LLC 0.11% Add +68.3% 3,350 $723K
Lantern Wealth Advisors, LLC 0.38% Add +516.2% 24,236 $721K
Financial Advisors Network, Inc. 0.10% Reduce -0.2% 3,340 $721K
Adapt Wealth Advisors, LLC 0.27% Reduce -2.2% 3,339 $721K
BSW Wealth Partners 0.09% Reduce -2.1% 3,322 $717K
FF Advisors,LLC 0.34% Reduce -3.5% 3,314 $715K
Clarity Wealth Development LLC 0.64% Reduce -12.9% 3,247 $713K
Dunhill Financial, LLC 0.24% Add +15.1% 3,294 $711K
Magnus Financial Group LLC 0.06% Reduce -4.6% 3,288 $710K
Cynosure Group, LLC 0.08% No change 3,286 $709K
Foster & Motley Inc. 0.04% Add +0.1% 3,282 $708K
JGP Wealth Management, LLC 0.08% Reduce -4.5% 3,249 $705K
Schwallier Wealth Management LLC 0.44% Add +5.3% 3,264 $704K
Asset Dedication, LLC 0.05% Add +0.3% 3,261 $704K
HFG Advisors, Inc. 0.52% Reduce -1.4% 3,260 $703K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -6.3% 3,251 $702K
First Commonwealth Financial Corp 0.12% Reduce -7.0% 3,247 $701K
Texas Yale Capital Corp. 0.02% Add +10.4% 3,246 $700K
GAMMA Investing LLC 0.04% No change 3,241 $699K
Alteri Wealth LLC 0.24% Add +3.3% 3,238 $699K
Hilltop National Bank 0.17% Reduce -1.5% 3,236 $698K
Howland Capital Management LLC 0.03% No change 3,221 $698K
RPS Advisory Solutions LLC 0.34% Add +4.2% 3,232 $697K
Caliber Wealth Management, LLC / KS 0.08% Reduce -6.8% 3,226 $696K
Avion Wealth 0.15% Add +44.1% 3,226 $696K
Riverbend Wealth Management, LLC 0.48% Reduce -2.1% 3,216 $694K
AlTi Global, Inc. 0.02% No change 3,201 $694K
Fortune Financial Advisors, LLC 0.52% Add +5.6% 3,205 $692K
Naples Global Advisors, LLC 0.05% Add +0.3% 3,179 $689K
Cadence Bank 0.04% Reduce -32.0% 3,189 $688K
Ellis Investment Partners, LLC 0.12% Reduce -3.4% 3,173 $685K
RFG - Bristol Wealth Advisors, LLC 0.20% Add +0.4% 3,171 $684K
Lowe Wealth Advisors, LLC 0.25% No change 3,162 $682K
Motiv8 Investments LLC 0.36% Reduce -1.0% 3,155 $681K
Bridge Creek Capital Management LLC 0.19% Reduce -4.3% 3,153 $680K
MPS Loria Financial Planners, LLC 0.18% Reduce -23.2% 3,153 $680K
BCS Wealth Management 0.15% No change 3,153 $680K
American Money Management, LLC 0.11% No change 3,125 $674K
Intrua Financial, LLC 0.08% Add +99.1% 3,122 $674K
Mason & Associates Inc 0.14% Reduce -2.3% 3,120 $673K
Pitcairn Co. 0.05% No change 3,110 $671K
Winebrenner Capital Management LLC 0.48% No change 3,106 $670K
Jamison Private Wealth Management, Inc. 0.09% Add +0.0% 3,103 $670K
Lester Murray Antman dba SimplyRich 0.18% No change 3,102 $669K
Ballast, Inc. 0.16% No change 3,091 $667K
YHB Investment Advisors, Inc. 0.05% Reduce -4.8% 3,083 $665K
Bristlecone Advisors, LLC 0.06% Add +0.3% 3,078 $664K
Pacific Sun Financial Corp 0.32% Reduce -3.1% 3,076 $664K
Bedel Financial Consulting, Inc. 0.08% No change 3,068 $662K
N.E.W. Advisory Services LLC 0.06% Add +0.1% 3,068 $662K
Kennedy Investment Group, Inc. 0.26% Add +10.7% 3,055 $659K
Essential Planning, LLC. 0.23% Reduce -2.4% 3,051 $658K
Taylor & Morgan Wealth Management, LLC 0.40% Reduce -0.7% 3,036 $655K
Vista Investment Management 0.23% Reduce -0.0% 3,027 $653K
Capital Group Private Client Services, Inc. 0.01% Reduce -0.1% 3,026 $653K
Brookwood Investment Group LLC 0.08% Reduce -3.6% 3,010 $650K
Heritage Family Offices, LLP 0.30% No change 3,008 $649K
BCU Wealth Advisors, LLC 0.26% Add +0.3% 3,003 $648K
Maryland Capital Advisors Inc. 0.23% Add +0.2% 3,002 $648K
Welch Group, LLC 0.03% Reduce -20.4% 3,002 $648K
Alliance Wealth Management Group 0.14% No change 3,001 $648K
Towercrest Capital Management 0.10% No change 3,001 $648K
Root Financial Partners, LLC 0.04% Reduce -12.8% 2,986 $644K
FSM Wealth Advisors, LLC 0.09% Reduce -3.9% 2,985 $644K
Cannell & Spears LLC 0.01% No change 2,980 $643K
JB Capital LLC 0.03% Add +2.7% 2,975 $642K
Sterling Financial Planning, Inc. 0.20% Reduce -4.9% 2,963 $639K
Rollins Financial Advisors, LLC 0.10% No change 2,958 $638K
Lakeridge Wealth Management LLC 0.28% Add +0.0% 2,955 $638K
Masso Torrence Wealth Management Inc. 0.26% Reduce -2.5% 2,950 $637K
Jackson Hole Capital Partners, LLC 0.11% Add +0.0% 2,944 $635K
Hikari Tsushin, Inc. 0.04% No change 2,942 $635K
Lauterbach Financial Advisors, LLC 0.32% No change 2,941 $635K
Seek First Inc. 0.46% Add +0.4% 2,940 $634K
Blue Zone Wealth Advisors, LLC 0.13% Add +21.8% 2,935 $633K
LifeGoal Investments, LLC 0.53% Add +8.2% 2,929 $632K
Macroview Investment Management LLC 0.47% Add +0.3% 2,916 $629K
ARS Wealth Advisors Group, LLC 0.06% Reduce -28.5% 2,915 $629K
Ibex Wealth Advisors 0.06% Add +0.1% 2,913 $629K
Baldwin Investment Management, LLC 0.07% Add +0.2% 2,886 $623K
Capital Wealth Alliance, LLC 0.31% Reduce -9.0% 2,883 $622K
Second Line Capital, LLC 0.13% No change 2,871 $622K
Hunter Associates Investment Management LLC 0.09% No change 2,885 $622K
Praetorian Wealth Management, Inc. 0.13% New 2,879 $621K
Oxford Financial Group, LTD. LLC 0.04% Reduce -12.2% 2,878 $621K
Optas, LLC 0.11% Add +8.0% 2,874 $620K
JBR Co Financial Management Inc 0.26% Reduce -5.6% 2,867 $619K
Bensler, LLC 0.06% Reduce -13.5% 2,863 $618K
Creekmur Asset Management LLC 0.10% Add +14.3% 2,861 $617K
Convergence Financial, LLC 0.09% Add +0.7% 2,861 $617K
Wolverine Trading, LLC 0.01% New 2,875 $617K
Blue Bell Private Wealth Management, LLC 0.09% Add +11.0% 2,858 $617K
Autumn Glory Partners, LLC 0.25% Add +4.7% 2,856 $616K
South Plains Financial, Inc. 0.38% No change 2,856 $616K
Dahring | Cusmano LLC 0.44% Add +0.4% 2,841 $613K
Pointe Capital Management LLC 0.30% No change 2,836 $612K
Brandywine Oak Private Wealth LLC 0.05% Add +0.0% 2,831 $611K
Financial Alternatives, Inc 0.37% Reduce -6.4% 2,827 $610K
Trust Co. of Oklahoma 0.18% Reduce -12.4% 2,825 $610K
Scott Capital Advisors, LLC 0.14% Reduce -18.7% 2,795 $609K
Libra Wealth LLC 0.18% No change 2,799 $604K
Tanager Wealth Management LLP 0.06% Add +11.2% 2,789 $602K
Pine Valley Investments Ltd Liability Co 0.03% Reduce -11.2% 2,785 $602K
Rise Advisors, LLC 0.22% Add +0.4% 2,786 $601K
BLB&B Advisors, LLC 0.03% Reduce -5.9% 2,775 $599K
Summit Investment Advisory Services, LLC 0.24% Reduce -4.9% 2,774 $599K
Farmers National Bank 0.14% Reduce -3.1% 2,773 $598K
McLean Asset Management Corp 0.12% Add +0.1% 2,743 $597K
Columbia Advisory Partners LLC 0.41% Reduce -1.6% 2,767 $597K
Culbertson A N & Co. Inc. 0.08% No change 2,767 $597K
KFA Private Wealth Group, LLC 0.17% No change 2,757 $595K
Hopwood Financial Services, Inc. 0.40% Reduce -0.9% 2,757 $595K
Bowman & Co S.C. 0.25% Reduce -0.8% 2,756 $595K
Central Valley Advisors, LLC 0.18% No change 2,752 $594K
Endeavor Private Wealth, Inc. 0.18% Add +47.6% 2,741 $594K
Claro Advisors Inc. 0.09% Add +9.0% 2,739 $591K
Johnson Wealth Management, LLC 0.32% — 2,731 $589K
Hantz Financial Services, Inc. 0.01% Add +11.2% 2,729 $589K
United Advisor Group, LLC 0.08% Add +27.8% 2,725 $588K
Red Tortoise LLC 0.26% Add +0.3% 2,716 $586K
Iams Wealth Management, LLC 0.23% Add +14.1% 2,711 $585K
Values Added Financial LLC 0.26% Reduce -2.1% 2,710 $585K
Avant Financial Advisors LLC 0.44% Add +0.4% 2,710 $585K
VSM Wealth Advisory, LLC 0.18% Add +0.1% 2,706 $584K
Stone Summit Wealth LLC 0.17% Reduce -0.9% 2,704 $583K
Logan Capital Management Inc. 0.02% No change 2,700 $583K
Prestige Wealth Management Group LLC 0.11% Reduce -0.3% 2,679 $580K
Destination Wealth Management 0.02% Reduce -9.1% 2,673 $577K
Cullen/Frost Bankers, Inc. 0.01% Add +36.5% 2,671 $576K
Beacon Financial Planning, Inc. 0.30% No change 2,662 $575K
Tanglewood Legacy Advisors, LLC 0.22% Reduce -0.1% 2,656 $573K
Guidance Point Advisors, LLC 0.14% Reduce -1.2% 2,650 $573K
Covenant Asset Management, LLC 0.11% Reduce -0.6% 2,652 $572K
Total Wealth Planning, LLC 0.07% Add +3.9% 2,647 $571K
KPP Advisory Services LLC 0.08% Add +8.6% 2,645 $571K
Sfmg, LLC 0.04% Add +0.1% 2,640 $570K
Certuity, LLC 0.04% No change 2,639 $569K
Planned Solutions, Inc. 0.20% Add +2.6% 2,638 $569K
Hanson & Doremus Investment Management 0.07% Add +1.0% 2,636 $569K
Next Level Wealth Planning, LLC 0.32% Add +1.2% 2,619 $565K
First Foundation Advisors 0.02% No change 2,619 $565K
MBE Wealth Management, LLC 0.24% Reduce -0.0% 2,613 $564K
Wealth Management Strategies, Inc. 0.28% Add +0.4% 2,609 $563K
Condor Capital Management 0.05% No change 2,607 $563K
Mad River Investors 0.24% Reduce -58.1% 2,600 $561K
Cyndeo Wealth Partners, LLC 0.03% Reduce -1.9% 2,594 $560K
Constant Guidance Financial LLC 0.45% New 2,592 $559K
Beckerman Institutional, LLC 0.33% Reduce -5.3% 2,592 $559K
Pacific Financial Group Inc. 0.41% Reduce -8.1% 2,590 $559K
Mengis Capital Management, Inc. 0.11% Add +0.0% 2,590 $559K
PBMares Wealth Management LLC 0.09% Reduce -0.2% 2,570 $555K
Salzhauer Michael 0.28% New 300 $554K
Beacon Financial Strategies CORP 0.33% Reduce -5.3% 2,562 $553K
McKinley Carter Wealth Services, Inc. 0.03% No change 2,556 $552K
ForthRight Wealth Management, LLC 0.16% Add +12.6% 2,550 $550K
Charles Schwab Trust Co 0.04% Add +113.8% 2,548 $550K
Heck Capital Advisors, LLC 0.04% No change 2,546 $550K
Silver Grove Financial Group, Inc. 0.52% — 2,545 $549K
Dividend Assets Capital, LLC 0.10% Add +1.9% 2,538 $548K
Baker Avenue Asset Management, LP 0.01% Reduce -0.1% 2,528 $546K
Uniting Wealth Partners, LLC 0.13% Add +149.7% 2,517 $545K
Cannon Financial Strategists, Inc. 0.08% Add +0.1% 2,526 $545K
ONE Advisory Partners, LLC 0.17% Add +14.9% 2,525 $544K
Darwin Wealth Management, LLC 0.17% Reduce -1.2% 2,518 $543K
Beaumont Financial Advisors, LLC 0.04% No change 2,516 $543K
Breakwater Capital Group 0.08% Add +0.2% 2,516 $543K
RS Crum Inc. 0.12% No change 2,510 $542K
Berman McAleer LLC 0.08% — 2,495 $541K
Granite Harbor Advisors, Inc. 0.23% Add +73.3% 2,493 $538K
Denver Wealth Management, Inc. 0.20% Add +0.4% 2,493 $538K
Access Financial Services, Inc. 0.19% No change 2,492 $538K
Berkshire Asset Management LLC 0.02% Add +14.3% 2,491 $538K
River Street Advisors LLC 0.21% No change 2,489 $537K
ABLE Financial Group, LLC 0.12% Reduce -0.5% 2,488 $537K
Hamilton Point Investment Advisors, LLC 0.08% No change 2,476 $536K
Regimen Wealth, LLC 0.16% Add +0.4% 2,486 $536K
Penobscot Investment Management Company, Inc. 0.04% No change 2,480 $535K
Oak Asset Management, LLC 0.18% No change 2,472 $534K
Cherry Tree Wealth Management, LLC 0.12% Add +0.4% 2,472 $533K
Signal Advisors Wealth, LLC 0.05% Reduce -20.0% 2,470 $533K
Dana Investment Advisors, Inc. 0.02% Add +13.8% 2,462 $531K
Sequent Asset Management, LLC 0.25% New 2,452 $529K
West Oak Capital, LLC 0.26% Reduce -21.6% 2,450 $529K
Insight Wealth Strategies, LLC 0.06% Add +0.4% 2,443 $527K
O'Brien Greene & Co. Inc 0.16% Reduce -11.8% 2,441 $527K
Alpha Omega Wealth Management LLC 0.09% Add +0.0% 2,437 $526K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Reduce -1.4% 2,431 $525K
North Capital, Inc. 0.40% Add +0.0% 2,425 $523K
Alan B Lancz & Associates, Inc. 0.47% Reduce -2.7% 2,420 $522K
Aspire Growth Partners LLC 0.38% Add +0.8% 2,414 $521K
Holderness Investments Co. 0.11% Add +0.2% 2,411 $520K
Diversified Portfolios, Inc. 0.05% No change 2,411 $520K
IMG Wealth Management, Inc. 0.35% No change 2,398 $517K
Vertex Planning Partners, LLC 0.10% Reduce -3.4% 2,395 $517K
Phillips Wealth Planners LLC 0.43% Reduce -6.9% 2,373 $517K
Clarus Group, Inc. 0.18% No change 2,391 $516K
Brooklyn Investment Group 0.07% No change 2,528 $515K
Clarity Financial LLC 0.05% Add +10.2% 2,387 $515K
Gimbal Financial 0.31% Reduce -6.0% 2,384 $514K
CCM Investment Advisers LLC 0.05% New 2,381 $514K
Gen-Wealth Partners Inc 0.17% New 2,379 $513K
Quadcap Wealth Management, LLC 0.06% Reduce -4.3% 2,367 $511K
1776 Wealth LLC 0.20% No change 2,360 $509K
Apeiron RIA LLC 0.11% Reduce -28.4% 2,362 $509K
Financial Advocates Investment Management 0.29% Reduce -53.4% 2,350 $507K
Physician Wealth Advisors, Inc. 0.07% Reduce -0.7% 2,345 $506K
LMG Wealth Partners, LLC 0.09% No change 2,343 $506K
Walker Asset Management, LLC 0.28% No change 2,341 $505K
Manchester Capital Management LLC 0.07% Reduce -7.9% 2,340 $505K
Long Island Wealth Management, Inc. 0.25% No change 2,339 $505K
S.A. Mason LLC 0.22% Reduce -2.1% 2,339 $505K
L.K. Benson & Company, P.C. 0.27% Reduce -17.1% 2,336 $504K
Sightline Wealth Advisors, LLC 0.23% Add +0.4% 2,332 $503K
Manske Wealth Management 0.15% No change 2,330 $503K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -9.7% 2,325 $502K
Legacy Edge Advisors, LLC 0.06% Reduce -0.9% 2,319 $500K
Mach-1 Financial Group, LLC 0.08% New 2,312 $499K
Integrity Advisory Solutions, LLC 0.08% — 2,312 $499K
tru Independence LLC 0.13% Add +21.3% 2,312 $499K
American Capital Advisory, LLC 0.23% Add +3.3% 2,298 $496K
Key Financial Inc 0.09% No change 2,278 $494K
Pacific Center for Financial Services 0.13% Add +0.3% 2,283 $493K
Accredited Investor Services, LLC 0.34% Add +0.4% 2,275 $491K
Tritonpoint Wealth, LLC 0.04% No change 2,263 $490K
Fingerlakes Wealth Management, Inc. 0.32% Add +0.4% 2,269 $490K
Plancorp, LLC 0.02% Reduce -6.2% 2,263 $488K
Operose Advisors LLC 0.12% Add +0.1% 2,260 $488K
Clark Capital Management Group, Inc. 0.00% New 2,245 $484K
Painted Porch Advisors LLC 0.18% New 2,244 $484K
Arthur M. Cohen & Associates, LLC 0.08% No change 2,234 $482K
Myecfo, LLC 0.22% Reduce -4.1% 2,232 $482K
Perkins Coie Trust Co 0.09% Reduce -6.3% 2,228 $481K
MN Wealth Advisors, LLC 0.26% Reduce -0.5% 2,218 $479K
Rydar Equities, Inc. 0.38% Add +0.8% 2,206 $479K
PKS Advisory Services, LLC 0.11% Add +53.4% 2,214 $478K
Magnolia Capital Advisors LLC 0.12% No change 2,210 $477K
Legacy Advisors, LLC 0.06% — 2,200 $477K
RIA Advisory Group LLC 0.12% Reduce -1.3% 2,207 $476K
Blankinship & Foster, LLC 0.10% No change 2,206 $476K
Elyxium Wealth, LLC 0.17% No change 2,200 $475K
Higgins & Schmidt Wealth Strategies LLC 0.24% No change 2,196 $474K
First Western Trust Bank 0.02% Reduce -12.8% 2,186 $472K
Liberty Wealth Management LLC 0.07% Add +0.3% 2,182 $471K
Verus Capital Partners, LLC 0.04% Reduce -13.8% 2,180 $470K
Paragon Financial Partners, Inc. 0.30% Add +0.2% 2,176 $470K
InvesTrust 0.17% No change 2,163 $467K
New Republic Capital, LLC 0.14% No change 2,151 $466K
Virtue Asset Management LLC 0.39% — 2,155 $465K
Chaney Capital Management, Inc. 0.16% No change 2,155 $465K
Nvwm, LLC 0.10% No change 2,151 $464K
Private Wealth Asset Management, LLC 0.05% Add +1.9% 2,151 $464K
Santori & Peters, Inc. 0.17% Add +0.2% 2,150 $464K
Pacific Point Advisors, LLC 0.27% New 2,147 $463K
Madrona Financial Services, LLC 0.10% No change 2,146 $463K
Welch & Forbes LLC 0.01% Add +17.1% 2,145 $463K
Eagle Rock Investment Company, LLC 0.07% No change 2,140 $462K
Interchange Capital Partners, LLC 0.09% Add +0.1% 2,137 $461K
Octavia Wealth Advisors, LLC 0.05% Add +3.8% 2,126 $461K
Atlantic Family Wealth, LLC 0.35% No change 2,120 $457K
Jeppson Wealth Management, LLC 0.14% No change 2,107 $455K
Cobblestone Capital Advisors LLC 0.02% No change 2,103 $454K
Southland Equity Partners LLC 0.09% Add +0.1% 2,101 $453K
Heritage Wealth Management, Inc. 0.13% Reduce -7.5% 2,098 $453K
Omega Financial Group, LLC 0.15% Add +39.6% 2,096 $452K
Nestegg Advisors, Inc. 0.40% Add +2.7% 2,091 $451K
New World Advisors LLC 0.08% No change 2,090 $451K
American Trust 0.04% Add +2.6% 2,079 $449K
Meridian Wealth Partners, LLC 0.06% Reduce -9.6% 2,074 $448K
Davidson Trust Co. 0.18% No change 2,072 $447K
Tred Avon Family Wealth, LLC 0.15% — 2,070 $447K
Presilium Private Wealth, LLC 0.08% Reduce -0.7% 2,070 $447K
Gilman Hill Asset Management, LLC 0.07% No change 2,070 $447K
Castle Rock Wealth Management, LLC 0.10% Reduce -5.3% 2,061 $446K
Clarity Capital Advisors, LLC 0.24% No change 2,067 $446K
First Bank & Trust 0.07% No change 2,065 $446K
Trust Co 0.05% Reduce -9.7% 2,064 $445K
Schneider Downs Wealth Management Advisors, LP 0.05% No change 2,061 $445K
Astoria Portfolio Advisors LLC. 0.12% Reduce -5.8% 2,036 $443K
Shepherd Financial Partners LLC 0.04% Add +0.1% 2,055 $443K
Disciplined Investors, L.L.C. 0.32% No change 2,054 $443K
NCM Capital Management, LLC 0.17% Add +16.6% 2,053 $443K
Doliver Advisors, LP 0.11% No change 2,050 $442K
Bedell Frazier Investment Counselling, LLC 0.09% No change 2,050 $442K
Palumbo Wealth Management LLC 0.14% Add +0.2% 2,050 $442K
Selective Wealth Management, Inc. 0.14% Reduce -38.6% 2,035 $442K
Gradient Investments LLC 0.01% New 2,041 $440K
Certior Financial Group, LLC 0.30% Add +23.8% 2,036 $439K
Legacy Capital Wealth Partners, LLC 0.10% Add +0.2% 2,036 $439K
Abacus Planning Group, Inc. 0.06% Add +0.1% 2,033 $439K
Cahaba Wealth Management, Inc. 0.03% Reduce -1.1% 2,025 $437K
Flagship Private Wealth, LLC 0.18% Reduce -27.6% 2,025 $437K
James J. Burns & Company, LLC 0.07% Reduce -4.6% 2,023 $437K
Smart Money Group LLC 0.13% Add +7.0% 2,015 $435K
Clifford Swan Investment Counsel LLC 0.01% Reduce -9.8% 2,003 $432K
Finer Wealth Management, Inc. 0.22% No change 2,000 $432K
Grey Fox Wealth Advisors, LLC 0.09% Add +7.7% 1,981 $429K
Triad Wealth Partners, LLC 0.06% New 1,986 $428K
Orleans Capital Management Corp. 0.28% Reduce -21.8% 1,984 $428K
Continuum Wealth Advisors, LLC 0.18% Add +0.2% 1,982 $428K
Narus Financial Partners, LLC 0.12% Add +14.3% 1,981 $427K
Index Fund Advisors, Inc. 0.02% No change 1,968 $425K
Disciplined Investments, LLC 0.17% Reduce -7.4% 1,967 $424K
Outlook Wealth Advisors, LLC 0.11% Add +7.9% 1,963 $424K
Waterfront Wealth Inc. 0.09% Reduce -10.9% 1,957 $423K
Hancock Whitney Corp. 0.01% Reduce -1.7% 1,960 $423K
Old Second National Bank of Aurora 0.09% Reduce -10.1% 1,957 $422K
Herold Advisors, Inc. 0.10% Reduce -59.1% 1,950 $421K
Redwood Investment Management, LLC 0.05% Add +0.5% 1,941 $419K
Investments & Financial Planning, LLC 0.23% Add +0.1% 1,942 $419K
Wealthstream Advisors, Inc. 0.06% No change 1,938 $418K
Strategent Financial, LLC 0.30% No change 1,935 $418K
T. Rowe Price Associates Inc. 0.00% No change 1,928 $417K
Sterling Investment Counsel, LLC 0.13% New 1,932 $417K
Quadrant Capital Group LLC 0.01% No change 1,927 $416K
Howard Capital Management Group, LLC 0.03% No change 1,926 $416K
Founders Grove Wealth Partners, LLC 0.10% Add +0.1% 1,924 $415K
Symmetry Partners, LLC 0.05% No change 1,924 $415K
Catalyst Private Wealth, LLC 0.18% Add +0.1% 1,916 $413K
Brookmont Capital Management 0.23% Reduce -20.2% 1,914 $413K
Compass Capital Corp. /Ma/ 0.18% Add +0.2% 1,896 $412K
BostonPremier Wealth LLC 0.20% No change 1,906 $411K
FourThought Financial Partners, LLC 0.04% Reduce -3.4% 1,896 $409K
Shulman DeMeo Asset Management LLC 0.09% Add +0.1% 1,887 $407K
Portland Financial Advisors Inc 0.87% No change 1,885 $407K
Sage Financial Group Inc. 0.03% Add +1.8% 1,882 $406K
BTS Asset Management, Inc. 0.52% Reduce -6.2% 1,878 $405K
Curtis Advisory Group, LLC 0.09% No change 1,875 $405K
Investors Asset Management of Georgia Inc. /Ga/ 0.17% Add +5.9% 1,866 $403K
Cape Investment Advisory, Inc. 0.40% Reduce -24.6% 1,865 $402K
Acropolis Investment Management, LLC 0.02% Add +21.8% 1,965 $402K
Barnes Pettey Financial Advisors, LLC 0.22% Add +9.4% 1,855 $400K
Wealth Management Partners, LLC 0.13% No change 1,854 $400K
Wilsey Asset Management Inc. 0.07% New 1,846 $398K
Elite Financial, Inc. 0.18% Add +0.2% 1,832 $398K
White Pine Capital LLC 0.11% Reduce -11.4% 1,840 $397K
Cura Wealth Advisors, LLC 0.15% Add +3.1% 1,840 $397K
Colton Groome Financial Advisors, LLC 0.12% No change 1,840 $397K
Kropog Financial Group, LLC 0.33% Add +46.6% 1,839 $397K
Ariadne Wealth Management, LP 0.18% No change 1,822 $397K
Pennsylvania Capital Management Inc. 0.12% Add +0.8% 1,837 $396K
Liberty Capital Management, Inc. 0.07% No change 1,834 $396K
Chokshi & Queen Wealth Advisors, Inc 0.21% No change 1,832 $395K
Westfuller Advisors, LLC 0.18% Reduce -11.4% 1,822 $395K
Woodard & Co. Asset Management Group Inc. 0.06% No change 1,825 $394K
Jupiter Wealth Management LLC 0.19% No change 1,821 $393K
SilverOak Wealth Management LLC 0.07% New 1,812 $391K
Ellsworth Advisors, LLC 0.08% Add +0.8% 1,801 $391K
Lyell Wealth Management, LP 0.03% No change 1,810 $391K
Mayport, LLC 0.08% Reduce -15.3% 1,807 $390K
Teamwork Financial Advisors, LLC 0.04% Reduce -5.2% 1,799 $388K
Barnett & Company, Inc. 0.30% No change 1,796 $388K
Commonwealth Retirement Investments LLC 0.13% Reduce -3.4% 1,786 $385K
Diversify Advisory Services, LLC 0.01% Add +11.9% 1,781 $385K
Holland Advisory Services, Inc. 0.53% No change 1,780 $384K
Indie Asset Partners, LLC 0.51% Add +21.6% 1,777 $383K
Harbor Asset Planning, Inc. 0.34% Add +0.4% 1,777 $383K
Wealthedge Investment Advisors, LLC 0.14% Reduce -3.0% 1,772 $382K
Level Wealth Management LLC 0.20% Reduce -1.2% 1,769 $382K
Veridan Wealth LLC 0.13% — 1,766 $381K
Navellier & Associates Inc. 0.04% Add +0.4% 1,766 $381K
Fairman Group, LLC 0.31% Add +0.4% 1,756 $381K
Carl P. Sherr & Co., LLC 0.18% No change 1,760 $380K
Syntegra Private Wealth Group, LLC 0.04% Reduce -4.8% 1,758 $379K
Strait & Sound Wealth Management LLC 0.15% Reduce -16.9% 1,757 $379K
Grandview Asset Management LLC 0.11% Add +0.1% 1,756 $379K
Cairn Investment Group, Inc. 0.17% No change 1,752 $378K
Pioneer Wealth Management Group 0.12% Add +13.7% 1,752 $378K
Dover Advisors, LLC 0.15% Reduce -8.0% 1,739 $377K
Costello Asset Management, INC 0.13% Add +0.2% 1,745 $377K
LJI Wealth Management, LLC 0.07% Add +2.8% 1,743 $376K
Demars Financial Group, LLC 0.13% Reduce -4.0% 1,740 $376K
Trinity Financial Advisors LLC 0.11% Add +0.2% 1,731 $375K
Gries Financial LLC 0.06% Add +46.5% 1,736 $375K
Tilia Fiduciary Partners, Inc. 0.22% Reduce -9.9% 1,735 $374K
Vista Capital Partners, Inc. 0.04% Reduce -4.7% 1,734 $374K
Golden Road Advisors LLC 0.22% New 1,731 $374K
Clarion Wealth Managment Partners, LLC 0.37% Reduce -0.3% 1,730 $373K
Shum Financial Group, Inc. 0.28% — 1,728 $373K
Grantvest Financial Group LLC 0.26% Reduce -2.8% 1,713 $370K
LongView Asset Management LLC 0.25% No change 1,709 $369K
Private Wealth Group, LLC 0.18% No change 1,709 $369K
NFSG Corp 0.06% Reduce -0.5% 1,708 $369K
Eaton-Cambridge Inc. 0.13% Reduce -1.4% 1,707 $368K
First National Corp. /Ma/ 0.07% No change 1,696 $368K
Whitener Capital Management, Inc. 0.09% Add +3.0% 1,705 $368K
Tortoise Investment Management, LLC 0.03% Add +9.7% 1,700 $367K
Regent Peak Wealth Advisors LLC 0.07% — 1,693 $365K
KW Wealth Management LLC 0.62% — 1,689 $364K
Summit Asset Management, LLC 0.06% No change 1,689 $364K
Seaview Investment Managers LLC 0.13% Reduce -43.1% 1,688 $364K
Sensible Money, LLC 0.12% No change 1,668 $360K
Quantum Financial Advisors, LLC 0.04% New 1,668 $360K
Abound Wealth Management 0.09% Add +36.0% 1,668 $360K
Wincap Financial LLC 0.25% Reduce -4.8% 1,665 $359K
West Branch Capital LLC 0.09% No change 1,664 $359K
Byrne Financial Freedom, LLC 0.18% Add +0.1% 1,663 $359K
RHS Financial, LLC 0.19% No change 1,662 $359K
Lynx Investment Advisory 0.21% Add +0.1% 1,659 $358K
Sather Financial Group Inc 0.02% No change 1,651 $356K
Brass Tax Wealth Management, Inc. 0.06% Add +26.7% 1,647 $356K
Milestone Asset Management, LLC 0.07% New 1,639 $354K
Chapin Davis, Inc. 0.09% Add +0.1% 1,640 $354K
Lineweaver Wealth Advisors, LLC 0.05% No change 1,638 $354K
BNP Paribas Financial Markets 0.00% Add +32.6% 1,636 $353K
CFO4Life Group, LLC 0.05% Add +0.1% 1,635 $353K
Williams & Novak, LLC 0.27% Reduce -5.8% 1,634 $353K
Lodestone Wealth Management LLC 0.16% Add +1.7% 1,633 $352K
W.G. Shaheen & Associates DBA Whitney & Co 0.03% Add +0.3% 1,632 $352K
Canvas Wealth Advisors, LLC 0.06% No change 1,614 $351K
GatePass Capital, LLC 0.21% No change 1,625 $351K
Greenline Partners, LLC 0.04% No change 1,624 $350K
HMS Capital Management, LLC 0.15% No change 1,623 $350K
Lake Hills Wealth Management, LLC 0.19% No change 1,622 $350K
Cornerstone Planning Group LLC 0.06% Add +119.3% 1,671 $350K
Paulson Wealth Management Inc. 0.08% No change 1,621 $350K
Buttonwood Financial Group, LLC 0.15% Reduce -19.6% 1,607 $349K
Glassman Wealth Services 0.05% No change 1,616 $349K
Stratos Investment Management, LLC 0.01% Add +26.6% 1,611 $348K
Faithward Advisors, LLC 0.05% Reduce -10.6% 1,611 $348K
Weaver Capital Management LLC 0.08% No change 1,609 $347K
Pennington Partners & Co., LLC 0.16% No change 1,600 $347K
Ironwood Financial, llc 0.06% New 1,606 $346K
Deutsche Bank AG 0.00% No change 1,603 $346K
SpringVest Wealth Management LLC 0.25% No change 1,600 $345K
Dixon Fnancial Services, Inc. 0.16% No change 1,600 $345K
Landaas & Co. /Wi 0.08% No change 1,598 $345K
Procyon Advisors, LLC 0.02% Reduce -43.3% 1,590 $343K
Means Investment Co., Inc. 0.03% Reduce -21.0% 1,589 $343K
Caitlin John, LLC 0.24% Add +0.4% 1,588 $343K
Oakworth Capital, Inc. 0.02% Add +12.1% 1,580 $341K
Seelaus Asset Management LLC 0.27% Reduce -15.7% 1,575 $340K
Hamilton Wealth, LLC 0.07% Reduce -3.4% 1,574 $340K
Bogart Wealth, LLC 0.01% Add +61.7% 1,573 $340K
Lakeside Advisors, INC. 0.21% No change 1,573 $339K
Fort Point Capital Partners LLC 0.04% Reduce -11.0% 1,565 $339K
Wealth Management Associates, Inc. 0.12% No change 1,568 $338K
TruNorth Capital Management, LLC 0.07% Reduce -5.9% 1,567 $338K
Johnson Financial Group, LLC 0.03% New 1,565 $338K
Weitzel Financial Services, Inc. 0.14% Add +15.3% 1,564 $336K
Hills Bank & Trust Co 0.02% Reduce -17.4% 1,558 $336K
Farmers Trust Co. 0.06% Add +26.6% 1,550 $334K
Main Street Group, LTD 0.11% Add +0.4% 1,544 $333K
Kings Path Partners LLC 0.12% Add +0.1% 1,542 $333K
Intrepid Financial Planning Group LLC 0.13% No change 1,540 $332K
Evolution Wealth Management Inc. 0.34% Add +23.0% 1,539 $332K
Midland Wealth Advisors, LLC 0.02% Add +32.9% 1,536 $331K
Avalon Trust Co 0.02% Reduce -38.2% 1,535 $331K
Stockman Wealth Management, Inc. 0.04% Reduce -5.9% 1,534 $331K
Provident Wealth Management, LLC 0.10% Add +0.3% 1,533 $331K
Leigh Baldwin & Co., LLC 0.19% No change 1,530 $330K
Aspiring Ventures, LLC 0.12% No change 1,528 $330K
Aspire Capital Advisors LLC 0.08% Add +2.1% 1,527 $330K
Bernardo Wealth Planning LLC 0.06% Reduce -21.9% 1,526 $329K
WP Advisors, LLC 0.08% Add +0.2% 1,526 $329K
Fourpath Capital Management, LLC 0.05% Add +0.1% 1,525 $329K
Commonwealth Financial Services, LLC 0.06% Add +4.2% 1,525 $329K
Asio Capital, LLC 0.05% No change 1,516 $328K
Bouchey Financial Group, Ltd. 0.03% No change 1,518 $328K
Ipswich Investment Management Co., Inc. 0.08% No change 1,521 $328K
Fragasso Financial Advisors Inc 0.02% Add +0.6% 1,505 $328K
Investor's Fiduciary Advisor Network, LLC 0.11% Add +0.6% 1,517 $327K
Stonebridge Capital Advisors LLC 0.02% Reduce -3.2% 1,511 $326K
Texas Capital Bank Wealth Management Services Inc 0.03% New 1,509 $326K
BBR Partners, LLC 0.02% No change 1,501 $324K
Butensky & Cohen Financial Security, Inc. 0.09% Reduce -1.4% 1,500 $324K
Murphy Pohlad Asset Management LLC 0.13% Add +17.9% 1,498 $323K
Cornerstone Wealth Group, LLC 0.02% Add +3.2% 1,498 $323K
Towne Trust Company, N.A 0.10% Add +1.8% 1,496 $323K
GGM Financial LLC 0.16% Add +0.3% 1,495 $323K
Riversedge Advisors, LLC 0.05% Add +52.6% 1,494 $322K
Capasso Planning Partners LLC 0.20% Reduce -2.8% 1,494 $322K
Davies Financial Advisors, Inc. 0.26% Reduce -59.4% 1,493 $322K
Adirondack Trust Co. 0.11% No change 1,493 $322K
Ewa, LLC 0.09% Reduce -7.3% 1,490 $321K
Woodside Wealth Management LLC 0.25% No change 1,481 $320K
Wealth Effects LLC 0.10% No change 1,480 $319K
Hendershot Investments Inc. 0.04% No change 1,479 $319K
Elevated Capital Advisors, LLC 0.08% Reduce -27.3% 1,478 $319K
von Borstel & Associates, Inc. 0.05% New 1,471 $319K
UNIVEST FINANCIAL Corp 0.02% Reduce -58.1% 1,477 $319K
Mattern Capital Management, LLC 0.04% Reduce -0.4% 1,474 $318K
Dominguez Wealth Management Solutions, Inc. 0.20% Add +4.8% 1,474 $318K
Kingsman Wealth Management, Inc. 0.18% Reduce -10.3% 1,473 $318K
Journey Strategic Wealth LLC 0.01% Add +0.4% 1,472 $318K
Bantamac Capital, LLC 0.24% No change 1,470 $317K
Wayfinding Financial, LLC 0.14% Add +5.2% 1,465 $317K
Arkos Global Advisors 0.04% Reduce -40.5% 1,471 $317K
Mustard Seed Financial, LLC 0.20% Add +5.5% 1,461 $315K
Suncoast Equity Management 0.03% Add +0.3% 1,460 $315K
McCarter Private Wealth Services LLC 0.16% No change 1,459 $315K
Sentinel Trust Co. Lba 0.03% No change 1,455 $314K
Texas Capital Bancshares Inc 0.12% No change 1,453 $314K
McHugh Group, LLC 0.19% No change 1,450 $313K
Retirement Income Solutions, Inc. 0.05% No change 1,446 $312K
Goelzer Investment Management, Inc. 0.02% No change 1,445 $312K
LifeWealth Investments, LLC 0.10% No change 1,430 $309K
Smith & Howard Wealth Management, LLC 0.07% No change 1,426 $308K
Bruce G. Allen Investments, LLC 0.22% Add +0.3% 1,419 $306K
MV Capital Management, Inc. 0.03% No change 1,416 $306K
Petra Financial Advisors Inc. 0.18% No change 1,415 $305K
American Investment Services, Inc. 0.07% Add +4.3% 1,414 $305K
Windsor Capital Management, LLC 0.08% Reduce -2.2% 1,410 $304K
Checchi Capital Advisers, LLC 0.02% No change 1,407 $304K
Wrenne Financial Planning LLC 0.13% No change 1,405 $303K
Dash Acquisitions Inc. 0.06% Add +4.4% 1,379 $301K
Beaton Management Co. Inc. 0.14% New 1,389 $300K
Mirador Capital Partners LP 0.04% Reduce -0.4% 1,389 $300K
Able Wealth Management LLC 0.11% Reduce -47.4% 1,388 $300K
Obsidian Cio, LLC 0.04% Add +24.4% 1,388 $299K
Compass Advisory Group LLC 0.08% Add +0.4% 1,381 $299K
Uptown Financial Advisors LLC 0.26% No change 1,384 $299K
Valtinson Bruner Financial Planning LLC 0.09% Add +7.1% 1,378 $297K
JTC Employer Solutions Trustee Ltd 0.03% No change 1,375 $297K
Truepoint, Inc. 0.01% Reduce -16.4% 1,372 $296K
ARS Investment Partners, LLC 0.02% New 1,369 $295K
Darden Wealth Group Inc 0.15% New 1,368 $295K
Baron Financial Group, LLC 0.16% No change 1,367 $295K
Signature Wealth Management Partners, LLC 0.15% No change 1,365 $295K
Gould Asset Management LLC 0.05% Add +9.5% 1,363 $294K
XTX Topco Ltd 0.02% New 1,359 $293K
McGinn Penninger Investment Management, Inc. 0.17% Reduce -28.3% 1,352 $292K
Sonoma Allocations LLC 0.11% — 1,355 $291K
Global Wealth Management Investment Advisory, Inc. 0.05% No change 1,350 $291K
Mission Creek Capital Partners, Inc. 0.06% Reduce -0.1% 1,349 $291K
Robinswood Financial LLC 0.10% Reduce -14.1% 1,346 $291K
Cottage Street Advisors LLC 0.12% Add +10.0% 1,346 $290K
First American Trust, FSB 0.02% Add +0.1% 1,343 $290K
Tenon Financial LLC 0.15% Add +0.1% 1,340 $289K
EPG Wealth Management LLC 0.08% Reduce -3.3% 1,339 $289K
Acorn Financial Advisory Services Inc. 0.04% Add +3.7% 1,336 $288K
Shorepoint Capital Partners LLC 0.06% — 1,336 $288K
Wolff Wiese Magana LLC 0.16% No change 1,333 $288K
Vista Investment Partners LLC 0.08% Reduce -2.4% 1,332 $287K
Bay Harbor Wealth Management, LLC 0.08% No change 1,323 $287K
City Holding Co. 0.04% Reduce -1.9% 1,328 $287K
Vance Wealth, LLC 0.09% No change 1,321 $286K
Juncture Wealth Strategies, LLC 0.10% Reduce -9.2% 1,324 $286K
Pinnacle Wealth Planning Services, Inc. 0.03% Reduce -12.9% 1,324 $286K
Caerus Investment Advisors, LLC 0.12% No change 1,320 $285K
XY Planning Network, Inc. 0.10% No change 1,387 $284K
Reyes Financial Architecture, Inc. 0.19% No change 1,312 $283K
Cathy Pareto & Associates, Inc. 0.21% Add +0.3% 1,311 $283K
Concord Wealth Partners 0.04% Add +0.3% 1,311 $283K
Orin Green Financial, LLC 0.11% New 1,307 $282K
Cannon Advisors, Inc. 0.19% New 1,298 $282K
Peddock Capital Advisors, LLC 0.06% No change 1,304 $281K
Financial Synergies Wealth Advisors, Inc. 0.03% Add +1.3% 1,302 $281K
Next Level Private LLC 0.08% Add +10.0% 1,289 $281K
Corus Family Wealth Advisors 0.21% No change 1,301 $281K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -35.0% 1,300 $281K
Plum Street Advisors, LLC 0.11% Reduce -20.5% 1,297 $280K
Clearview Wealth Advisors LLC 0.18% Reduce -0.5% 1,296 $280K
IMPACTfolio, LLC 0.12% New 1,293 $279K
Argus Investors' Counsel, Inc. 0.22% No change 1,293 $279K
Alpha Financial Advisors, LLC 0.10% Reduce -9.1% 1,288 $278K
MWA Asset Management 0.15% Reduce -4.1% 1,286 $278K
Resources Management Corp. /CT/ 0.04% No change 1,285 $277K
Haven Private, LLC 0.12% No change 1,280 $276K
Firethorn Wealth Partners, LLC 0.11% Add +3.9% 1,271 $274K
Accent Capital Management, LLC 0.11% No change 1,261 $272K
Empirical Asset Management, LLC 0.08% No change 1,256 $271K
First Financial Bankshares Inc 0.01% Reduce -0.3% 1,250 $270K
Trust Co. of Toledo NA 0.03% Reduce -2.0% 1,244 $268K
Private Client Services, LLC 0.09% Reduce -20.9% 1,243 $268K
SMI Advisory Services, LLC 0.05% No change 1,229 $268K
AllSquare Wealth Management LLC 0.14% No change 1,239 $267K
Iowa State Bank 0.05% No change 1,239 $267K
Joule Financial, LLC 0.08% New 1,230 $266K
Oldfather Financial Services, LLC 0.08% Reduce -1.9% 1,228 $265K
Live Oak Private Wealth LLC 0.04% No change 1,228 $265K
Zullo Investment Group, Inc. 0.10% No change 1,225 $264K
Gryphon Financial Partners LLC 0.03% Reduce -56.8% 1,219 $263K
Pacifica Partners Inc. 0.09% Add +0.3% 1,211 $263K
Old Port Advisors 0.07% No change 1,217 $263K
Howe & Rusling Inc. 0.02% No change 1,214 $262K
Edgestream Partners, L.P. 0.01% New 1,213 $262K
Watchman Group, Inc. 0.06% Add +2.4% 1,211 $261K
Kera Capital Partners, Inc. 0.04% Reduce -0.3% 1,211 $261K
Isthmus Partners, LLC 0.03% No change 1,211 $261K
Pin Oak Investment Advisors Inc. 0.19% No change 1,205 $261K
Resolute Wealth Strategies, LLC 0.12% Add +0.4% 1,208 $261K
Redwood Wealth Management Group, LLC 0.11% No change 1,204 $260K
Sageworth Trust Co 0.01% Reduce -20.7% 1,203 $260K
Lakeshore Financial Planning, Inc. 0.10% Add +7.3% 1,198 $259K
Klingenstein Fields & Co. LP 0.01% No change 1,197 $258K
SK Wealth Management, LLC 0.10% Add +0.4% 1,187 $257K
Francis Financial, Inc. 0.05% No change 1,190 $257K
Allspring Global Investments Holdings, LLC 0.00% New 1,186 $257K
Beacon Harbor Wealth Advisors, Inc. 0.06% No change 1,187 $256K
Delta Financial Advisors LLC 0.07% New 1,185 $256K
Balentine LLC 0.01% No change 1,183 $255K
Altfest L J & Co. Inc. 0.03% Add +0.3% 1,179 $254K
Nalls Sherbakoff Group, LLC 0.17% Reduce -16.5% 1,178 $254K
G2 Capital Management, LLC / Oh 0.06% Reduce -5.2% 1,176 $254K
Goldstone Financial Group, LLC 0.03% No change 1,171 $253K
Marathon Capital Management 0.06% No change 1,169 $252K
Brighton Securities Corp. 0.13% Reduce -20.0% 1,168 $252K
Park Edge Advisors, LLC 0.06% Add +0.3% 1,168 $252K
King Wealth Management Group 0.03% No change 1,168 $252K
Nicholson Wealth Management Group, LLC 0.15% Add +13.7% 1,167 $252K
Ascentis Wealth Management, LLC 0.06% Add +6372.2% 1,165 $251K
Triangle Securities Wealth Management 0.06% Add +0.1% 1,163 $251K
W1M Investment Management Ltd 0.00% No change 1,161 $251K
Rather & Kittrell, Inc. 0.04% Reduce -0.5% 1,161 $251K
HTG Investment Advisors, Inc. 0.08% New 1,158 $250K
Nemes Rush Group LLC 0.02% Add +0.3% 1,154 $249K
AF Advisors, Inc. 0.10% No change 1,150 $248K
Spinnaker Trust 0.01% Reduce -20.1% 1,150 $248K
Prasad Wealth Partners, LLC 0.07% Add +0.4% 1,148 $248K
Mraz, Amerine & Associates, Inc. 0.04% Reduce -33.6% 1,146 $247K
Insigneo Advisory Services, LLC 0.02% Reduce -46.2% 1,144 $247K
Parkwoods Wealth Partners, LLC 0.08% No change 1,143 $247K
Precedent Wealth Partners, LLC 0.05% Reduce -5.0% 1,142 $246K
Guyasuta Investment Advisors Inc. 0.01% Add +7.5% 1,141 $246K
DDD Partners, LLC 0.02% New 1,137 $245K
Financial Connections Group, Inc. 0.10% Reduce -4.7% 1,139 $245K
Quotient Wealth Partners, LLC 0.01% Add +11.4% 1,134 $245K
Silverleafe Capital Partners, LLC 0.08% Add +0.4% 1,130 $244K
Stillwater Wealth Management Group 0.17% — 1,129 $244K
Measured Wealth Private Client Group, LLC 0.07% No change 1,129 $244K
Colonial River Investments, LLC 0.09% Reduce -1.7% 1,127 $243K
First City Capital Management, Inc. 0.13% No change 1,125 $243K
Triumph Capital Management 0.07% Add +2.8% 1,124 $243K
Bison Wealth, LLC 0.02% No change 1,118 $242K
Level Financial Advisors 0.07% No change 1,118 $241K
ETF Store, Inc. 0.26% Reduce -2.3% 1,115 $241K
Wealthcare Capital Management LLC 0.02% No change 1,111 $240K
Keebeck Wealth Management 0.03% Reduce -1.4% 1,105 $239K
Waterloo Capital, L.P. 0.02% Add +0.4% 1,104 $238K
V2 Financial group LLC 0.13% No change 1,100 $237K
Capital Management Corp. 0.04% No change 1,100 $237K
Silvercrest Asset Management Group LLC 0.00% No change 1,093 $236K
New Century Financial Group, LLC 0.42% No change 1,090 $235K
Amarillo National Bank 0.04% No change 1,090 $235K
First Financial Group Corp 0.20% No change 1,085 $234K
Stark Wealth Management LLC 1.07% No change 1,081 $233K
Full Sail Capital, LLC 0.01% No change 1,073 $232K
WealthTrust Axiom LLC 0.06% New 1,070 $231K
Invesco Ltd. 0.00% New 1,067 $230K
Alexander Labrunerie & Co., Inc. 0.09% New 1,067 $230K
Capital Investment Counsel, LLC 0.03% New 1,066 $230K
Fortis Capital Management LLC 0.03% No change 1,064 $230K
High Falls Advisors, Inc 0.05% Reduce -39.2% 1,055 $228K
Red Door Wealth Management, LLC 0.02% Add +1.9% 1,054 $227K
NorthCrest Asset Manangement, LLC 0.01% Add +0.1% 1,046 $227K
Advus Financial Partners, LLC 0.05% Add +0.1% 1,053 $227K
Salomon & Ludwin, LLC 0.02% Add +90.6% 1,039 $226K
ArchPoint Investors 0.06% No change 1,043 $226K
Vantage Point Financial LLC 0.09% Add +0.4% 1,045 $226K
Maltin Wealth Management, Inc. 0.09% Add +0.5% 1,045 $225K
Hibernia Wealth Partners, LLC 0.14% Reduce -49.8% 1,043 $225K
WJ Financial Advisors LLC 0.22% — 1,038 $224K
Vestia Personal Wealth Advisors 0.12% Add +1.6% 1,037 $224K
Boyar Asset Management Inc. 0.14% New 1,034 $223K
Financial Consulate, Inc. 0.03% New 1,033 $223K
Core Wealth Partners LLC 0.10% No change 1,033 $223K
Heritage Investment Group, Inc. 0.04% No change 1,033 $223K
Aull & Monroe Investment Management Corp 0.11% No change 1,030 $222K
Rinkey Investments 0.06% No change 1,030 $222K
WPWealth LLP 0.04% Reduce -0.1% 1,029 $222K
Flow Traders U.S. LLC 0.01% New 1,029 $222K
Arjuna Capital 0.06% No change 1,028 $222K
Vorpal, LLC 0.90% Add +0.4% 1,027 $222K
1832 Asset Management L.P. 0.00% New 1,024 $221K
Fiduciary Wealth Partners, LLC 0.09% Add +0.0% 1,021 $220K
Integrity Investment Advisors, LLC 0.15% Reduce -44.1% 1,020 $220K
Rockline Wealth Management, LLC 0.05% Reduce -47.6% 1,020 $220K
Curated Wealth Partners LLC 0.03% No change 1,014 $219K
Vawter Financial, Ltd. 0.10% New 1,014 $219K
Accordant Advisory Group Inc 0.15% No change 1,013 $219K
Callahan Advisors, LLC 0.02% Reduce -11.2% 1,011 $218K
Cloud Capital Management, LLC 0.11% No change 1,006 $218K
Redwood Financial Network Corp 0.14% Add +1.1% 1,006 $217K
Avalon Capital Management 0.05% No change 1,002 $216K
WoodTrust Financial Corp 0.03% New 1,000 $216K
First County Bank 0.11% No change 1,000 $216K
Solano Wealth Investment Advisors LLC 0.10% No change 1,000 $216K
First Financial Corp. 0.08% No change 1,000 $216K
Element Pointe Advisors, LLC 0.05% No change 1,000 $216K
LMCG Investments, LLC 0.01% No change 1,000 $216K
Private Wealth Partners, LLC 0.02% No change 999 $216K
RMR Wealth Builders 0.02% Reduce -3.7% 995 $216K
JSF Financial, LLC 0.05% Reduce -24.4% 998 $215K
Pinnacle Wealth Management Group, Inc. 0.11% No change 998 $215K
FNY Investment Advisers, LLC 0.07% New 1,000 $215K
Drake & Associates, LLC 0.04% New 994 $215K
FSA Investment Group, LLC 0.13% Add +0.9% 991 $215K
Lee Danner & Bass Inc. 0.02% No change 995 $215K
Intergy Private Wealth, LLC 0.07% Reduce -1.6% 995 $215K
Bar Harbor Wealth Management 0.01% No change 995 $215K
Hidden Cove Wealth Management, LLC 0.14% Reduce -0.1% 994 $214K
Evelyn Partners Asset Management Ltd 0.05% No change 990 $214K
Meritage Portfolio Management 0.01% No change 988 $213K
Phoenix Wealth Advisors 0.08% No change 987 $213K
Barden Capital Management, Inc. 0.18% New 986 $213K
Guerra Pan Advisors, LLC 0.13% No change 985 $213K
Godsey & Gibb, Inc. 0.02% No change 981 $212K
Valley Brook Capital Group, Inc. 0.14% New 977 $211K
NBT Bank, N.A. 0.01% Add +6.5% 1,041 $211K
Trust Co of the South 0.03% New 975 $210K
Imprint Wealth LLC 0.67% — 974 $210K
Tealwood Asset Management Inc. 0.09% New 975 $210K
Clearwater Capital Advisors, LLC 0.02% Reduce -7.1% 971 $210K
Morangie Management LLC 0.18% New 970 $209K
Altiora Financial Group, LLC 0.04% New 965 $208K
Nabity-Jensen Investment Management Inc 0.14% New 960 $207K
Vestment Financial LLC 0.12% New 954 $207K
Copia Wealth Management 0.15% No change 959 $207K
Foster Dykema Cabot & Partners, LLC 0.01% No change 952 $206K
AA Financial Advisors, LLC 0.04% New 955 $206K
Fearless Solutions, LLC dba Best Invest 0.13% New 954 $206K
SeaBridge Investment Advisors LLC 0.03% New 951 $205K
Heritage Wealth Management, Inc./Texas 0.09% New 950 $205K
Westhampton Capital, LLC 0.10% New 949 $205K
Benchmark Investment Advisors LLC 0.12% — 943 $203K
Fermata Advisors, LLC 0.05% New 939 $203K
Optivise Advisory Services LLC 0.12% Reduce -33.5% 937 $202K
Virginia Wealth Management Group, Inc. 0.12% New 935 $202K
CapWealth Advisors, LLC 0.02% New 933 $201K
Holistic Financial Partners 0.08% New 931 $201K
Edge Financial Advisors LLC 0.09% New 930 $201K
Soltis Investment Advisors LLC 0.01% New 930 $201K
Capital Square, LLC 0.10% New 928 $200K
LVW Advisors, LLC 0.02% Reduce -6.9% 927 $200K
Investment House LLC 0.01% New 927 $200K
SOA Wealth Advisors, LLC. 0.03% Add +191.7% 913 $197K
GHP Investment Advisors, Inc. 0.01% Reduce -38.5% 903 $195K
Kilter Group LLC 0.09% Reduce -30.6% 902 $195K
Main Management LLC 0.01% Add +7.2% 893 $193K
Roble, Belko & Company, Inc 0.03% No change 880 $190K
McIlrath & Eck, LLC 0.02% No change 861 $186K
Richardson Capital Management LLC 0.08% Reduce -52.7% 818 $177K
First Pacific Financial 0.02% Reduce -13.3% 815 $176K
Heartwood Wealth Advisors LLC 0.02% New 811 $175K
Millstone Evans Group, LLC 0.11% No change 798 $172K
Syntax Research, Inc. 0.11% Add +0.4% 761 $164K
Winch Advisory Services, LLC 0.04% Add +15.1% 755 $163K
Clearstead Trust, LLC 0.03% Reduce -15.5% 722 $156K
Colonial Trust Advisors 0.01% Add +10.9% 722 $156K
Vestor Capital, LLC 0.01% Add +178.9% 714 $154K
Stelac Advisory Services LLC 0.05% No change 707 $153K
Rossby Financial, LCC 0.05% Reduce -9.9% 706 $153K
MTM Investment Management, LLC 0.05% No change 707 $153K
Elevation Wealth Partners, LLC 0.05% Reduce -1.4% 695 $150K
Brown, Lisle/Cummings, Inc. 0.04% No change 695 $150K
Moisand Fitzgerald Tamayo, LLC 0.02% No change 688 $148K
Princeton Global Asset Management LLC 0.02% Reduce -7.8% 685 $148K
Fairway Wealth LLC 0.04% Add +22.4% 661 $143K
MCF Advisors LLC 0.01% Add +10.8% 654 $142K
Mb, Levis & Associates, LLC 0.06% Add +0.3% 654 $141K
GeoWealth Management, LLC 0.01% Reduce -14.1% 633 $137K
Bellevue Asset Management, LLC 0.06% No change 631 $136K
Newton One Investments LLC 0.04% Add +0.5% 630 $136K
Chilton Capital Management LLC 0.00% New 627 $135K
Winthrop Capital Management, LLC 0.03% No change 624 $135K
Fourth Dimension Wealth, LLC 0.05% Add +10133.3% 614 $132K
Tucker Asset Management LLC 0.04% New 605 $131K
St. Johns Investment Management Company, LLC 0.06% No change 600 $129K
GoalVest Advisory LLC 0.03% No change 598 $129K
SJS Investment Consulting Inc. 0.02% No change 586 $126K
Toronto Dominion Bank 0.00% Reduce -99.3% 571 $123K
Sound Income Strategies, LLC 0.01% Reduce -53.4% 567 $123K
Alpine Bank Wealth Management 0.02% No change 557 $120K
JDM Financial Group LLC 0.05% Add +81.9% 533 $115K
Steigerwald, Gordon & Koch Inc. 0.01% New 532 $115K
Manning & Napier Advisors LLC 0.00% New 530 $114K
Truvestments Capital LLC 0.02% No change 515 $111K
Evermay Wealth Management LLC 0.01% No change 511 $110K
Centennial Bank 0.04% Reduce -28.6% 500 $108K
Rialto Wealth Management, LLC 0.03% Reduce -0.8% 491 $106K
Coastline Trust Co 0.01% Reduce -47.6% 489 $106K
New Millennium Group LLC 0.05% No change 473 $102K
Clarity Asset Management, Inc. 0.06% Add +31.9% 467 $101K
Parkside Financial Bank & Trust 0.01% Add +0.2% 443 $96K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -5.0% 442 $95K
Toth Financial Advisory Corp. 0.01% No change 440 $95K
Clayton Financial Group LLC 0.07% New 433 $93K
Aventura Private Wealth, LLC 0.03% Reduce -18.1% 426 $92K
REAP Financial Group, LLC 0.02% Add +0.2% 422 $91K
WFA Asset Management Corp 0.05% Add +0.4% 457 $90K
Stuart Chaussee & Associates, Inc. 0.02% No change 410 $88K
Cary Street Partners Investment Advisory LLC 0.04% Add +15.3% 408 $88K
Lummis Asset Management, LP 0.06% New 400 $86K
Morton Brown Family Wealth, LLC 0.02% Add +50.8% 395 $85K
WealthCollab, LLC 0.04% Add +163.5% 390 $84K
Stance Capital LLC 0.03% New 379 $82K
Fortitude Family Office, LLC 0.02% No change 378 $82K
Ameritas Investment Partners, Inc. 0.00% Add +3.3% 373 $80K
Founders Capital Management 0.04% No change 350 $76K
Tidemark, LLC 0.02% No change 348 $75K
Creative Capital Management Investments LLC 0.02% Add +5.8% 347 $75K
FSA Wealth Management LLC 0.03% No change 340 $73K
Atwood & Palmer Inc. 0.00% No change 336 $73K
True Wealth Design, LLC 0.02% Reduce -1.8% 333 $72K
Wealth Watch Advisors, INC 0.03% New 333 $72K
Cypress Capital Management LLC (WY) 0.07% No change 318 $69K
Eukles Asset Management 0.03% No change 314 $68K
Davis Capital Management 0.05% — 310 $67K
WPG Advisers, LLC 0.05% Add +6.4% 300 $65K
10Elms LLP 0.07% Reduce -25.0% 300 $65K
Alerus Financial NA 0.00% New 293 $63K
Beaird Harris Wealth Management, LLC 0.00% No change 288 $62K
TOWER TRUST & INVESTMENT Co 0.04% No change 288 $62K
Sittner & Nelson, LLC 0.02% Reduce -13.4% 284 $61K
Cornerstone National Bank & Trust Co 0.02% No change 280 $60K
Horrell Capital Management, Inc. 0.02% No change 274 $59K
Atlantic Private Wealth, LLC 0.04% Add +0.4% 268 $58K
Abich Financial Wealth Management LLC 0.02% — 262 $57K
Anfield Capital Management, LLC 0.02% Reduce -1.1% 257 $55K
Legacies Wealth LLC 0.03% No change 250 $54K
Solstein Capital, LLC 0.02% No change 246 $53K
Valley Wealth Managers, Inc. 0.00% No change 245 $53K
Hara Capital LLC 0.03% No change 244 $53K
Dogwood Wealth Management LLC 0.02% No change 243 $53K
Ulland Investment Advisors, LLC 0.04% New 240 $52K
Seneschal Advisors, LLC 0.04% New 227 $49K
Promus Capital, LLC 0.03% No change 226 $49K
Core Alternative Capital 0.01% No change 223 $48K
Delta Asset Management LLC 0.00% New 223 $48K
Horizons Wealth Management 0.03% No change 222 $48K
HighMark Wealth Management LLC 0.02% Add +0.5% 210 $45K
CBIZ Investment Advisory Services, LLC 0.00% No change 208 $45K
Stonehage Fleming Financial Services Holdings Ltd 0.00% New 208 $45K
Inlight Wealth Management, LLC 0.02% No change 205 $44K
Global Trust Asset Management, LLC 0.02% No change 201 $43K
Private Wealth Management Group, LLC 0.01% Reduce -37.5% 200 $43K
Team Financial Group, LLC 0.02% Add +0.5% 199 $43K
Proffitt & Goodson Inc. 0.01% No change 196 $42K
New England Capital Financial Advisors LLC 0.02% No change 192 $41K
Washington Trust Advisors, Inc. 0.00% Add +46.9% 188 $40K
Quest 10 Wealth Builders, Inc. 0.04% No change 186 $40K
Comprehensive Financial Planning, Inc. 0.03% No change 178 $38K
Clear Investment Research, LLC 0.05% New 176 $38K
Longview Financial Advisors LLC 0.02% No change 175 $38K
Thompson Investment Management, Inc. 0.01% No change 175 $38K
Valued Wealth Advisors LLC 0.02% Add +16.6% 169 $37K
Twin Lakes Capital Management, LLC 0.02% Add +0.6% 165 $36K
Financial Freedom, LLC 0.02% New 158 $34K
Piscataqua Savings Bank 0.02% No change 148 $32K
GW&K Investment Management, LLC 0.00% No change 140 $30K
Y.D. More Investments Ltd 0.00% No change 136 $29K
Curio Wealth, LLC 0.01% No change 132 $29K
Glass Jacobson Investment Advisors llc 0.01% Add +33.3% 132 $29K
Allianz SE 0.00% No change 124 $27K
Bank of New Hampshire 0.01% No change 117 $25K
Highline Wealth Partners LLC 0.01% Add +0.9% 116 $25K
Hurley Capital, LLC 0.01% Add +0.9% 108 $23K
American National Bank & Trust 0.00% No change 107 $23K
Tompkins Financial Corp. 0.00% No change 107 $23K
United Community Bank 0.01% Reduce -47.2% 103 $22K
Navigoe, LLC 0.01% Add +47.8% 102 $22K
Cheviot Value Management, LLC 0.00% No change 100 $22K
1620 Investment Advisors, Inc. 0.01% No change 100 $22K
Midwest Capital Advisors, LLC 0.01% No change 100 $22K
DiNuzzo Private Wealth, Inc. 0.00% No change 100 $21K
Barnes Dennig Private Wealth Management LLC 0.02% No change 92 $20K
Chelsea Counsel Co. 0.01% No change 88 $19K
Keener Financial Planning LLC 0.01% No change 90 $19K
Kozak & Associates, Inc. 0.00% No change 82 $18K
Signature Resources Capital Management, LLC 0.01% No change 81 $17K
Horizon Financial Services, LLC 0.01% No change 78 $17K
Milestone Investment Advisors LLC 0.00% Reduce -35.7% 72 $16K
RMG Wealth Management LLC 0.00% No change 66 $14K
Cedar Mountain Advisors, LLC 0.00% Reduce -67.2% 66 $14K
Vermillion & White Wealth Management Group, LLC 0.01% No change 64 $14K
Bangor Savings Bank 0.00% No change 64 $14K
Murphy & Mullick Capital Management Corp 0.01% No change 63 $14K
North Ridge Wealth Advisors, Inc. 0.01% Reduce -69.2% 57 $12K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% Reduce -88.3% 55 $12K
Stone House Investment Management, LLC 0.00% No change 54 $12K
Pinney & Scofield, Inc. 0.01% No change 52 $11K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 51 $11K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Reduce -95.5% 50 $11K
Rakuten Securities, Inc. 0.00% Reduce -26.9% 49 $11K
PayPay Securities Corp 0.36% Add +9.5% 46 $10K
Financial Network Wealth Advisors LLC 0.01% Reduce -15.1% 45 $10K
Guerra Advisors Inc 0.00% New 40 $9K
BankPlus Trust Department 0.00% No change 40 $9K
Bank & Trust Co 0.00% No change 30 $6K
TFC Financial Management, Inc. 0.00% Reduce -84.0% 30 $6K
DT Investment Partners, LLC 0.00% New 29 $6K
Delos Wealth Advisors, LLC 0.00% New 28 $6K
Proathlete Wealth Management LLC 0.00% Reduce -87.9% 21 $5K
Prudent Man Investment Management, Inc. 0.00% No change 22 $4K
Catherine Avery Investment Management LLC 0.00% No change 17 $4K
Country Trust Bank 0.00% No change 16 $3K
Activest Wealth Management 0.00% No change 15 $3K
Robbins Farley 0.00% New 13 $3K
Bernard Wealth Management Corp. 0.00% No change 13 $3K
LGT Financial Advisors LLC 0.00% No change 10 $2K
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 9 $2K
Innovative Advisory Group, LLC 0.00% No change 8 $2K
Vision Financial Markets LLC 0.00% No change 6 $1K
Gould Capital, LLC 0.00% No change 5 $1K
Gold Investment Management Ltd. 0.00% No change 5 $1K
Covestor Ltd 0.00% No change 6 $1K
Luminist Capital LLC 0.00% No change 2 $434
Blume Capital Management, Inc. 0.00% Reduce -96.8% 2 $432

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