Vanguard Dividend Apprec ETFVIGETF

13F holders, Q4 2025 (December 31)
2,537holders +199
109new positions
65sold out
5famous investors
$219.73avg. 13F price*

At the end of Q4 2025, 2,537 institutions reported holding Vanguard Dividend Apprec ETF (VIG) in their 13F filings, up 199 from Q3 2025. 109 opened new positions and 65 sold out. The largest holders were Bank of America Corp. ($5.4B), Morgan Stanley ($2.8B) and Wells Fargo & Company ($2.4B). 5 famous investors held it, including Joel Greenblatt (0.1% 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions109$108.8M
Exits65$249.0M

All 13F filers, Q3 2025 → Q4 2025: 10,708,024 shares bought and 4,160,156 shares sold, net +6,547,868 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,537 holders

Bank of America Corp. 0.40% Add +16.2% 24,739,680 $5.4B
Morgan Stanley 0.17% Add +2.0% 12,774,029 $2.8B
Wells Fargo & Company 0.47% Add +2.1% 10,814,160 $2.4B
Vanguard Group Inc. 0.03% Add +1.2% 10,690,700 $2.3B
Wealthfront Advisers LLC 4.85% Add +3.0% 9,879,191 $2.2B
LPL Financial LLC 0.42% Add +0.5% 6,909,821 $1.5B
UBS Group AG 0.27% Reduce -1.1% 6,258,850 $1.4B
HB Wealth Management, LLC 8.06% Add +3.5% 5,705,891 $1.2B
Raymond James Financial Inc. 0.38% Add +4.9% 5,591,809 $1.2B
Royal Bank of Canada 0.16% Add +4.2% 4,159,179 $914.1M
JPMorgan Chase & Co. 0.05% Add +4.1% 3,244,650 $713.1M
Prudential Financial Inc. 0.72% Reduce -0.4% 2,700,391 $598.1M
Ameriprise Financial Inc. 0.13% Add +4.0% 2,617,848 $575.5M
Commonwealth Equity Services, LLC 0.75% Reduce -9.4% 2,571,410 $565.1M
HighTower Advisors, LLC 0.57% Add +0.5% 2,357,937 $518.2M
Envestnet Asset Management Inc. 0.15% Add +1.0% 2,297,764 $505.0M
Signaturefd, LLC 7.21% Add +5.5% 2,147,173 $471.9M
Osaic Holdings, Inc. 0.61% Add +3.1% 1,888,222 $415.2M
Jones Financial Companies LLLP 0.23% Add +12.5% 1,736,188 $381.6M
Wealth Enhancement Advisory Services, LLC 0.48% Add +6.3% 1,572,682 $352.4M
Northwestern Mutual Wealth Management Co. 0.22% Reduce -2.9% 1,576,329 $346.4M
Corient Private Wealth LP 0.47% Reduce -0.0% 1,573,180 $345.8M
Modera Wealth Management, LLC 3.94% Reduce -2.8% 1,550,778 $340.8M
Mariner, LLC 0.36% Add +0.5% 1,392,298 $306.0M
Joel Isaacson & Co., LLC 9.57% Add +2.3% 1,318,257 $289.7M
Howard Capital Management, LLC 3.50% No change 1,231,457 $270.6M
Waverly Advisors, LLC 2.17% Add +30.5% 1,216,612 $267.4M
Captrust Financial Advisors 0.50% Reduce -0.4% 1,205,106 $264.9M
Trust Point Inc. 20.86% Add +0.8% 1,201,786 $264.1M
Cetera Investment Advisers 0.28% Reduce -3.4% 1,175,067 $258.3M
Creative Planning 0.18% Add +0.8% 1,126,535 $247.6M
Bank of New York Mellon Corp 0.04% Reduce -2.3% 1,069,026 $235.0M
Stifel Financial Corp. 0.21% Add +1.8% 1,058,581 $232.7M
MAI Capital Management 1.27% Reduce -1.2% 996,705 $219.1M
Brown Advisory Inc. 0.30% Add +0.1% 978,762 $215.1M
Aspiriant, LLC 6.02% Reduce -1.5% 954,027 $209.7M
Manufacturers Life Insurance Company, The 0.16% Reduce -3.8% 894,996 $196.7M
Cambridge Investment Research Advisors, Inc. 0.50% Reduce -2.2% 860,343 $189.1M
Cerity Partners LLC 0.27% Add +28.2% 857,698 $188.5M
Truist Financial Corp. 0.25% Reduce -0.3% 857,525 $188.5M
Rockefeller Capital Management L.P. 0.33% Add +18.1% 828,705 $182.1M
Cresset Asset Management, LLC 0.73% Add +12.4% 779,047 $171.2M
Mercer Global Advisors Inc. 0.26% Add +0.2% 772,653 $170.1M
Confluence Wealth Services, Inc. 7.02% Add +6.7% 771,539 $169.6M
DAVENPORT & Co LLC 0.91% Add +8.7% 760,858 $167.2M
Bank of Montreal 0.07% Reduce -0.5% 753,580 $165.6M
Nicholas Hoffman & Company, LLC. 3.81% Add +0.3% 747,782 $164.3M
Goldman Sachs Group Inc. 0.02% Add +3.2% 717,447 $157.7M
Focus Partners Wealth 0.17% Reduce -2.6% 688,833 $151.3M
Blair William & Co. 0.40% Add +1.0% 673,554 $148.0M
Diversified Enterprises, LLC 8.69% Add +3.9% 665,052 $146.2M
Baird Financial Group, Inc. 0.22% Add +1.1% 640,862 $140.8M
Private Advisor Group, LLC 0.64% Add +0.0% 617,239 $135.7M
MML Investors Services, LLC 0.32% Add +0.9% 590,724 $129.8M
Janney Montgomery Scott LLC 0.29% Add +5.2% 584,802 $128.5M
&partners 0.67% Add +9.8% 575,385 $127.5M
Glenmede Trust Co. NA 0.59% — 570,930 $125.5M
Kestra Advisory Services, LLC 0.49% Add +35.8% 541,017 $118.9M
Fifth Third Bancorp 0.34% Reduce -3.4% 488,974 $107.5M
Sanctuary Advisors, LLC 0.57% Add +2.0% 473,415 $104.0M
Steward Partners Investment Advisory, LLC 0.57% Add +4.1% 471,538 $103.6M
TD Private Client Wealth LLC 2.20% Add +1.3% 469,285 $103.1M
Franklin Resources Inc. 0.02% Add +1.6% 451,838 $99.3M
FMR LLC 0.01% Add +2.5% 449,187 $98.7M
Haverford Trust Co 0.79% Add +3.5% 402,947 $88.6M
PNC Financial Services Group, Inc. 0.05% Add +6.9% 382,031 $84.0M
360 Financial, Inc. 25.26% Add +5.8% 380,314 $83.6M
Ieq Capital, LLC 0.24% Add +7.8% 364,855 $80.2M
NewEdge Advisors, LLC 0.28% Add +6.4% 356,184 $78.3M
Systematic Alpha Investments, LLC 2.42% No change 353,000 $77.6M
Sequoia Financial Advisors, LLC 0.43% Add +30.6% 348,480 $76.6M
Hubbell Strickland Wealth Management, LLC 30.44% Reduce -0.7% 344,235 $75.7M
Stokes Family Office, LLC 6.89% Reduce -21.9% 342,887 $75.4M
Park Avenue Securities LLC 0.63% Add +4.2% 336,436 $73.9M
Brookstone Capital Management 0.83% Add +3.3% 329,974 $72.5M
Baltimore-Washington Financial Advisors, Inc. 2.92% Add +2.4% 317,797 $69.8M
Performance Wealth Partners, LLC 1.87% Reduce -0.4% 314,584 $69.1M
Paragon Capital Management Ltd 13.79% Reduce -1.0% 308,695 $67.8M
Beacon Pointe Advisors, LLC 0.47% Add +11.0% 304,599 $66.9M
Advisor OS, LLC 5.37% Add +4.3% 303,355 $66.7M
Rwa Wealth Partners, LLC 0.72% Add +215.9% 301,164 $66.2M
MJP Associates Inc. 8.09% Add +6.1% 294,138 $64.6M
Berkshire Money Management, Inc. 5.94% Reduce 0.0% 283,087 $62.2M
PDS Planning, Inc 4.08% Add +0.6% 277,806 $61.1M
Equitable Holdings, Inc. 0.41% Reduce -4.9% 274,489 $60.3M
True Link Financial Advisors, LLC 3.62% Add +99.8% 270,984 $59.6M
Planning Alternatives Ltd. 7.41% Reduce -0.6% 267,563 $58.8M
Provenance Wealth Advisors, LLC 6.47% Reduce -2.4% 265,824 $58.4M
Enclave Advisors LLC 8.26% Reduce -4.4% 265,206 $58.3M
Evensky & Katz LLC 3.23% Add +0.9% 260,157 $57.2M
US Bancorp \de 0.06% Reduce -0.7% 252,156 $55.4M
Wealth Architects, LLC 4.86% Add +0.5% 245,249 $53.9M
GLOBALT Investments LLC / GA 1.93% Reduce -0.9% 240,847 $52.9M
Principle Wealth Partners LLC 2.87% Reduce -5.1% 231,695 $50.9M
Northern Trust Corp. 0.01% Add +5.5% 230,229 $50.6M
Noble Family Wealth, LLC 10.47% Add +1.9% 225,987 $49.7M
New England Private Wealth Advisors LLC 6.18% Reduce -0.6% 225,971 $49.7M
Avantax Planning Partners, Inc. 1.38% Reduce -3.9% 225,257 $49.5M
Intellus Advisors LLC 6.41% Add +0.4% 219,825 $48.3M
Citigroup Inc. 0.03% Reduce -3.9% 213,122 $46.8M
Pathstone Holdings, LLC 0.18% Reduce -2.8% 212,965 $46.8M
Capital Advisors Wealth Management, LLC 6.18% Add +3.5% 206,552 $45.4M
E&G Advisors, LLC 9.88% Reduce -0.6% 201,209 $44.2M
Eclectic Associates Inc. 6.88% Add +5.8% 200,557 $44.1M
Howard Financial Services, LTD. 5.03% Add +3.8% 195,818 $43.0M
Ballentine Partners, LLC 0.59% Reduce -0.3% 192,392 $42.3M
Frazier Financial Advisors, LLC 24.96% Add +2.7% 191,779 $42.1M
Aurdan Capital Management, LLC 12.94% Add +4.9% 190,876 $42.0M
D.A. Davidson & Co. 0.26% Add +1.7% 190,165 $41.8M
Connecticut Wealth Management, LLC 1.82% Reduce -1.9% 190,049 $41.8M
Old Mission Investment Co LLC 9.98% Add +1.8% 189,538 $41.7M
Prime Capital Investment Advisors, LLC 0.51% Add +3.2% 188,762 $41.5M
TD Capital Management LLC 3.67% Reduce -0.3% 188,120 $41.3M
Concurrent Investment Advisors, LLC 0.47% Add +8.8% 186,924 $41.1M
Evoke Wealth, LLC 0.76% Add +2.8% 179,740 $39.5M
Florida Trust Wealth Management Co 1.09% Reduce -1.5% 179,530 $39.5M
Rational Advisors, Inc. 4.27% Reduce -8.3% 178,338 $39.2M
Baron Silver Stevens Financial Advisors, LLC 5.64% Add +1.8% 177,970 $39.1M
American Financial Advisors, LLC 5.04% Reduce -3.7% 177,487 $39.0M
West Paces Advisors Inc. 7.48% Add +3.0% 175,966 $38.7M
Laurel Wealth Advisors LLC 5.08% Add +0.4% 174,743 $38.4M
Clearstead Advisors, LLC 0.48% Add +6.1% 174,624 $38.4M
Prodigy Asset Management LLC 13.32% Add +1.6% 172,617 $37.9M
Crews Bank & Trust 5.41% Add +8.1% 172,154 $37.8M
FIDELIS iM, LLC 14.65% Add +13.8% 171,696 $37.7M
Vise Technologies, Inc. 0.73% Add +79.9% 169,613 $37.3M
Kohmann Bosshard Financial Services, LLC 3.39% Add +0.2% 169,034 $37.2M
AQR Capital Management 0.02% Add +25.6% 168,882 $37.1M
Diversified Trust Co. 0.68% Add +2.4% 167,963 $36.9M
Arlington Trust Co LLC 3.75% Reduce -8.2% 167,220 $36.8M
Investment Advisory Services Inc. /TX 11.17% Add +1.1% 162,534 $35.7M
EP Wealth Advisors, LLC 0.18% — 161,756 $35.6M
Betterment LLC 0.07% Add +3.5% 159,921 $35.1M
BlackRock, Inc. 0.00% Add +200.1% 159,627 $35.1M
Allworth Financial LP 0.14% Reduce -0.7% 159,395 $35.0M
Buska Wealth Management, LLC 12.92% Reduce -21.3% 159,153 $35.0M
Pinnacle Financial Partners, Inc. 0.26% — 158,053 $34.7M
Human Investing LLC 4.89% Reduce -1.8% 157,578 $34.6M
Cornerstone Advisory, LLC 3.23% Add +0.1% 154,173 $33.9M
M&T Bank Corp 0.11% Reduce -4.1% 153,212 $33.7M
AMG National Trust Bank 0.79% Add +25.4% 153,186 $33.7M
Valmark Advisers, Inc. 0.42% Add +0.3% 153,038 $33.6M
Seneca Financial Advisors LLC 9.88% Add +0.5% 147,661 $32.5M
Advisory Alpha, LLC 0.88% Reduce -0.0% 147,445 $32.4M
First Manhattan Co. Llc. 0.09% Add +0.2% 147,330 $32.4M
Capital Advisors, Ltd. LLC 3.60% Reduce -3.3% 145,080 $31.9M
Quantinno Capital Management LP 0.06% Add +24.3% 144,180 $31.7M
Studio Investment Management LLC 5.79% Reduce -0.1% 144,060 $31.7M
Sapient Capital LLC 0.44% Add +40.6% 141,986 $31.4M
Crane Advisory, LLC 4.71% Add +0.2% 138,104 $31.2M
Farther Finance Advisors, LLC 0.33% Add +62.3% 139,357 $30.6M
Founders Financial Securities LLC 1.80% Add +2.8% 139,256 $30.6M
Firestone Capital Management 6.47% Reduce -1.4% 138,672 $30.5M
Novem Group 3.52% Add +3.8% 138,519 $30.4M
Scotia Capital Inc. 0.12% Reduce -0.4% 138,366 $30.4M
ProVise Management Group, LLC 2.13% Reduce -0.5% 136,120 $29.9M
KilterHowling LLC 15.10% Add +4.1% 135,572 $29.8M
Klaas Financial Asset Advisors, LLC 4.28% Add +1.2% 134,157 $29.5M
MTM Financial Group, LLC 13.97% Add +1.8% 133,172 $29.3M
Cary Street Partners Financial LLC 0.72% Add +8.3% 132,885 $29.2M
Horizon Investments, LLC 0.36% Add +0.8% 130,025 $28.6M
Agf Management Ltd. 0.12% Reduce -2.2% 129,446 $28.4M
Beacon Investment Advisory Services, Inc. 1.15% Add +30.1% 128,253 $28.2M
Mesirow Financial Investment Management, Inc. 0.58% Reduce -35.1% 127,782 $28.1M
Resonant Capital Advisors, LLC 1.52% Add +1.4% 125,624 $27.6M
EverSource Wealth Advisors, LLC 1.02% Add +5.6% 125,345 $27.5M
Cwm, LLC 0.07% Add +16.6% 125,241 $27.5M
Ball & Co Wealth Management Inc. 17.62% Add +33.5% 124,512 $27.4M
McCarthy Asset Management, Inc. 14.24% Add +1.2% 124,158 $27.3M
Compton Wealth Advisory Group, LLC 5.92% Reduce -0.6% 123,326 $27.1M
Northeast Investment Management 1.06% Reduce -3.0% 123,277 $27.1M
Granite FO LLC 14.44% Reduce -0.4% 123,135 $27.1M
Select Asset Management & Trust 8.38% Add +0.7% 122,631 $27.0M
National Bank of Canada 0.03% Add +4.4% 122,530 $26.9M
Lodestar Private Asset Management LLC 2.70% Reduce -1.6% 122,393 $26.9M
Mutual Advisors, LLC 0.57% Add +0.7% 120,240 $26.4M
Stratos Wealth Partners, LTD. 0.30% Reduce -0.7% 120,020 $26.4M
Carr Financial Group Corp 7.02% Add +0.6% 119,953 $26.4M
Ariston Services Group 15.11% No change 117,216 $25.8M
Capital Advantage, Inc. 3.47% Add +2.0% 116,970 $25.7M
Compass Financial Group, INC 3.64% Add +0.2% 116,071 $25.5M
Graves Light Lenhart Wealth, Inc. 2.69% Reduce -0.9% 115,603 $25.4M
Goepper Burkhardt LLC 8.25% Add +6.1% 115,252 $25.3M
Montag A & Associates Inc. 1.16% Reduce -0.2% 115,251 $25.3M
Americana Partners, LLC 0.69% Add +9.4% 114,868 $25.2M
Wharton Business Group, LLC 0.95% Add +0.3% 113,988 $25.1M
GEN Financial Management, INC. 15.70% Add +25.9% 113,422 $24.9M
Prepared Retirement Institute LLC 12.52% Add +5.6% 113,216 $24.9M
Wealthcare Advisory Partners LLC 0.48% Reduce -0.3% 111,977 $24.6M
Cascades Capital Asset Management, LLC 10.45% Add +11.6% 111,622 $24.5M
SouthState Bank Corp 1.10% Add +10.4% 111,444 $24.5M
PFG Advisors 1.19% Reduce -29.2% 111,271 $24.5M
Stephens Inc. 0.30% Reduce -1.9% 110,610 $24.3M
Comerica Bank 0.10% Add +4.7% 110,466 $24.3M
Retirement Planning Group, LLC 0.80% Reduce -7.8% 110,135 $24.2M
SCS Capital Management LLC 0.26% Reduce -8.9% 109,931 $24.2M
NewEdge Wealth, LLC 0.27% Add +6.7% 109,754 $24.1M
Coldstream Capital Management Inc. 0.31% Reduce -2.4% 109,008 $24.0M
J. R. Prunier Capital Management LLC 9.78% — 107,125 $23.5M
Coston, McIsaac & Partners 5.45% Add +6.0% 106,817 $23.5M
IFP Advisors, Inc 0.52% Add +0.0% 105,979 $23.3M
Focus Financial Network, Inc. 0.81% Add +6.9% 105,749 $23.2M
Allen Investment Management, LLC 0.26% Add +62.9% 105,610 $23.2M
SimpliFi, Inc. 9.75% Add +77.3% 104,848 $23.0M
Carnegie Investment Counsel 0.42% Reduce -4.5% 104,022 $22.9M
Family CFO Inc 10.20% Add +0.0% 103,759 $22.8M
Burns J W & Co. Inc. 2.51% Add +2.0% 103,214 $22.7M
Integrated Advisors Network LLC 1.00% Reduce -0.7% 103,146 $22.7M
Lido Advisors, LLC 0.09% Add +3.3% 103,813 $22.5M
Fusion Capital, LLC 6.32% Add +1.2% 102,197 $22.5M
National Philanthropic Trust 0.22% Add +0.3% 101,993 $22.4M
Clarity Wealth Advisors, LLC 4.56% Add +1.6% 101,764 $22.4M
OneDigital Investment Advisors LLC 0.22% Reduce -1.3% 101,713 $22.4M
Western Wealth Management, LLC 1.03% Reduce -0.3% 101,623 $22.3M
Snowden Capital Advisors LLC 0.58% Add +4.5% 101,142 $22.2M
SBI Securities Co., Ltd. 0.57% Reduce -0.9% 101,105 $22.2M
JT Stratford LLC 2.85% Reduce -25.4% 100,677 $22.1M
Jackson, Grant Investment Advisers, Inc. 7.27% Reduce -1.5% 100,388 $22.1M
Kintra Wealth, LLC 3.07% New 100,281 $22.0M
Flywheel Private Wealth LLC 13.66% Add +19.2% 99,543 $21.9M
Romano Brothers and Company 2.48% Add +2.5% 99,388 $21.8M
Associated Banc-Corp 0.55% Add +1.2% 97,982 $21.5M
Amara Financial, Llc. 14.91% Add +8.7% 97,959 $21.5M
Mittelman Wealth Management 13.99% Reduce -5.7% 97,957 $21.5M
Roof Eidam Maycock Peralta, LLC 4.87% Add +1.9% 97,721 $21.5M
CreativeOne Wealth, LLC 0.52% Add +0.6% 97,097 $21.3M
Kingsview Wealth Management, LLC 0.31% Add +8.2% 96,734 $21.3M
Snider Financial Group 5.66% Add +3.9% 96,663 $21.2M
Addison Advisors LLC 4.76% Add +0.6% 96,315 $21.2M
JNBA Financial Advisors 1.85% Reduce -0.6% 96,219 $21.1M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +61.9% 96,040 $21.1M
Cornerstone Wealth Management, LLC 1.10% Reduce -0.5% 96,027 $21.1M
Tradition Wealth Management, LLC 1.51% Reduce -0.8% 95,786 $21.1M
Juno Financial Group LLC 8.34% — 94,835 $20.8M
Family Manage LLC 2.60% Reduce -0.7% 93,741 $20.6M
Natixis Advisors, LLC 0.03% Add +6.3% 92,487 $20.3M
Gladstone Institutional Advisory LLC 0.76% Add +3.6% 91,609 $20.1M
Wheelhouse Advisory Group LLC 7.65% Add +7.8% 90,847 $20.1M
BIP Wealth, LLC 0.71% Add +189.9% 91,329 $20.1M
Annex Advisory Services, LLC 0.38% Reduce -5.0% 91,233 $20.1M
Kingswood Wealth Advisors, LLC 0.97% Add +116.5% 91,128 $20.0M
CENTRAL TRUST Co 0.39% Reduce -6.5% 90,729 $19.9M
Raub Brock Capital Management LP 4.42% Add +2003.4% 90,382 $19.9M
Aprio Wealth Management, LLC 1.14% New 1,352 $19.9M
FAS Wealth Partners, Inc. 1.28% Reduce -1.4% 89,981 $19.8M
Citizens Financial Group Inc. 0.26% Add +3.1% 89,870 $19.8M
Coastline Complete Wealth LLC 12.25% — 88,538 $19.5M
Wingate Wealth Advisors, Inc. 10.85% Add +377.5% 88,444 $19.4M
Whitegate Investment Counselors, Inc. 6.07% Add +0.2% 88,363 $19.4M
Smith, Moore & Co. 1.46% Add +2.2% 87,953 $19.3M
Forbes J M & Co. LLP 1.56% Add +0.1% 87,865 $19.3M
Sound View Wealth Advisors Group, LLC 1.30% Add +0.3% 87,863 $19.3M
Flagship Harbor Advisors, LLC 0.91% Add +1.4% 87,657 $19.3M
Vestmark Advisory Solutions, Inc. 0.26% Add +25.4% 86,820 $19.1M
Curi Capital, LLC 0.33% Reduce -2.3% 86,712 $19.1M
Hapanowicz & Associates Financial Services, Inc 7.46% Add +1.7% 86,592 $19.0M
CM Wealth Advisors LLC 4.29% Reduce -0.3% 86,318 $19.0M
HBK Sorce Advisory LLC 0.43% Reduce -1.2% 81,450 $18.7M
Rothschild Investment LLC 1.02% Add +3.7% 84,297 $18.5M
Cahill Financial Advisors Inc. 2.00% Reduce -4.2% 83,148 $18.3M
Great Valley Advisor Group, Inc. 0.35% Reduce -0.2% 83,105 $18.3M
Gotham Asset Management 0.07% Add +60.7% 82,792 $18.2M
Hanover Advisors Inc. 7.06% Reduce -1.4% 82,731 $18.2M
HM Payson & Co. 0.26% Add +23.4% 82,685 $18.2M
Nikulski Financial, Inc. 4.31% Reduce -21.0% 81,954 $18.0M
Reality Financial Planning Services, LLC 16.92% — 80,375 $17.7M
CRA Financial Services, LLC 2.31% Reduce -1.3% 80,169 $17.6M
Onyx Bridge Wealth Group LLC 1.86% Add +0.1% 79,677 $17.5M
Kitching Partners, LLC 15.99% Reduce -1.6% 79,571 $17.5M
Aptus Capital Advisors, LLC 0.15% Reduce -3.3% 79,433 $17.5M
Asset Management Group, Inc. 2.78% Reduce -0.6% 78,307 $17.2M
Councilmark Asset Management, LLC 9.59% Add +33.0% 78,040 $17.2M
D.B. Root & Company, LLC 4.18% Reduce -1.2% 77,878 $17.1M
Martel Wealth Advisors LLC 2.92% Add +0.2% 77,767 $17.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -87.7% 76,969 $16.9M
Merit Financial Group, LLC 0.14% Add +4.5% 76,610 $16.8M
United Capital Financial Advisors, LLC 0.10% Add +34.4% 76,577 $16.8M
High Net Worth Advisory Group LLC 3.86% Reduce -0.3% 76,214 $16.8M
Journey Advisory Group, LLC 1.40% Add +2.6% 76,009 $16.7M
Circle Wealth Management, LLC 0.26% Add +2.8% 75,877 $16.7M
HHM Wealth Advisors, LLC 1.97% Add +5.9% 75,870 $16.7M
Visionary Wealth Advisors 0.75% Add +8.6% 75,712 $16.6M
Zions Bancorporation, National Association 0.77% Add +5.3% 75,524 $16.6M
J.W. Cole Advisors, Inc. 0.40% Reduce -27.1% 98,156 $16.6M
Composition Wealth, LLC 0.24% Reduce -0.1% 75,029 $16.5M
Motive Wealth Advisors 6.98% Reduce -0.5% 74,567 $16.4M
Kestra Private Wealth Services, LLC 0.20% Add +3.3% 74,429 $16.4M
Ancora Advisors LLC 0.33% Add +3.4% 73,637 $16.2M
Accretive Wealth Partners, LLC 4.80% Reduce -1.0% 73,591 $16.2M
Kraft, Davis & Associates, LLC 3.61% Add +0.2% 71,669 $16.1M
Focus Partners Advisor Solutions, LLC 0.20% Add +22.3% 73,101 $16.1M
World Investment Advisors 0.26% Add +71.4% 72,999 $16.0M
Arkadios Wealth Advisors 0.32% Add +175.0% 72,778 $16.0M
Apollon Financial, LLC 2.33% Add +2.3% 72,745 $16.0M
AlphaCore Capital LLC 0.36% Add +190.6% 72,552 $15.9M
Mosaic Financial Group, LLC 10.79% Add +7.7% 71,911 $15.8M
WASHINGTON TRUST Co 0.52% Add +0.6% 71,815 $15.8M
Cozad Asset Management Inc. 1.22% Reduce -0.6% 71,813 $15.8M
Aspen Grove Capital, LLC 2.73% Add +2.7% 71,710 $15.8M
Marble Wealth, LLC 2.18% — 71,525 $15.7M
TD Waterhouse Canada Inc. 0.10% Add +9.7% 71,273 $15.7M
Syon Capital LLC 0.78% Reduce -0.0% 71,113 $15.6M
Family Investment Center, Inc. 3.14% Reduce -2.9% 70,775 $15.6M
Global Retirement Partners, LLC 0.27% Add +0.7% 69,878 $15.4M
First National Bank of Omaha 0.45% Add +1388.8% 69,186 $15.3M
Integral Investment Advisors, Inc. 3.77% Add +2.4% 69,213 $15.2M
Strategies Wealth Advisors, LLC 1.51% Add +0.0% 68,769 $15.1M
Advisory Services Network, LLC 0.21% Add +1.3% 68,732 $15.1M
Tyche Wealth Partners LLC 2.40% Reduce -2.5% 68,651 $15.1M
NWF Advisory Services Inc. 1.66% Reduce -3.5% 68,274 $15.0M
Planning Directions Inc. 7.54% Add +0.6% 68,060 $15.0M
FRG Family Wealth Advisors LLC 2.31% Reduce -0.7% 67,844 $14.9M
Evergreen Capital Management LLC 0.33% Reduce -1.9% 67,759 $14.9M
Moneta Group Investment Advisors LLC 0.11% Add +10.3% 67,000 $14.7M
Dakota Wealth Management 0.26% Add +0.3% 66,712 $14.7M
Evergreen Wealth Management, LLC 7.31% Add +6.5% 66,018 $14.5M
Mgo One Seven LLC 0.29% Reduce -6.1% 65,640 $14.4M
Pettyjohn, Wood & White, Inc. 2.25% Reduce -1.3% 65,361 $14.4M
Thrivent Financial for Lutherans 0.03% Add +553.1% 64,466 $14.3M
Drucker Wealth 3.0, LLC 2.50% Reduce -5.9% 64,741 $14.2M
Perigon Wealth Management, LLC 0.25% Reduce -1.3% 64,678 $14.2M
Signature Estate & Investment Advisors LLC 0.28% Reduce -1.9% 64,318 $14.1M
Whittier Trust Co. 0.15% Reduce -0.1% 63,078 $14.1M
Oak Harvest Investment Services 1.54% Add +0.3% 64,243 $14.1M
Mission Wealth Management, LP 0.29% Reduce -5.6% 64,200 $14.1M
JFS Wealth Advisors, LLC 0.79% Add +0.3% 63,725 $14.0M
Fulton Breakefield Broenniman LLC 0.88% Add +5.9% 63,584 $14.0M
Meridian Wealth Advisors, LLC 1.91% Add +0.8% 62,806 $13.8M
M3 Advisory Group, LLC 8.41% Add +0.4% 62,762 $13.8M
Spirepoint Private Client, LLC 1.31% Add +9.2% 62,502 $13.7M
Trek Financial, LLC 0.79% Reduce -2.3% 62,389 $13.7M
Conquis Financial LLC 11.73% Add +16.5% 62,081 $13.6M
Apella Capital, LLC 0.27% Reduce -0.7% 61,809 $13.6M
Rovin Capital /Ut/ 3.61% Add +16.1% 61,783 $13.6M
Destiny Wealth Partners, LLC 1.56% Add +2.4% 60,352 $13.6M
Global Wealth Strategies & Associates 3.38% Add +3.9% 61,608 $13.5M
Old National Bancorp 0.22% Reduce -1.5% 61,499 $13.5M
Allred Capital Management, LLC 4.84% Add +0.8% 60,947 $13.4M
Garde Capital, Inc. 0.79% Add +0.6% 60,904 $13.4M
Rehmann Capital Advisory Group 0.70% Add +0.7% 60,770 $13.4M
DDFG, Inc 2.91% Reduce -2.7% 60,559 $13.3M
GreatBanc Trust CO 9.37% Add +0.8% 60,478 $13.3M
Bradley Foster & Sargent Inc. 0.19% Add +1.7% 60,291 $13.3M
Websterrogers Financial Advisors, LLC 3.80% Add +2.6% 59,498 $13.1M
SWAN Capital LLC 5.08% Add +12.4% 59,439 $13.1M
Bryn Mawr Trust Advisors, LLC 0.62% Reduce -2.9% 59,036 $13.0M
Chatham Capital Group, Inc. 1.84% Add +0.9% 58,915 $12.9M
Harbour Investments, Inc. 0.26% Add +2.6% 58,766 $12.9M
Wealth Analytics Partners, LLC 5.05% — 58,639 $12.9M
Paradigm Capital Management, LLC 12.11% Add +1.2% 58,612 $12.9M
Regal Investment Advisors LLC 0.77% Add +3.7% 58,526 $12.9M
Pecaut & Co. 4.14% Add +1.3% 58,437 $12.8M
LS Investment Advisors, LLC 1.80% Add +0.1% 58,395 $12.8M
CIBC Private Wealth Group LLC 0.02% Reduce -16.4% 58,360 $12.8M
Patriot Investment Management Group, Inc. 0.81% Reduce -8.8% 58,334 $12.8M
Albion Financial Group 0.79% Reduce -4.5% 58,017 $12.8M
Wealthspire Advisors, LLC 0.10% Reduce -28.6% 57,747 $12.7M
Whittier Trust Co. of Nevada Inc. 0.26% Add +4.0% 56,523 $12.7M
Leavell Investment Management, Inc. 0.53% Reduce -0.9% 57,515 $12.6M
Capital Investment Advisors, LLC 0.19% Add +5.1% 57,500 $12.6M
Boston Family Office LLC 0.80% Add +3.4% 57,233 $12.6M
Capital Analysts, LLC 0.35% Add +2.3% 57,147 $12.6M
Benjamin Edwards Inc. 0.14% Add +82.0% 56,640 $12.4M
Johnson Investment Counsel Inc. 0.10% Reduce -1.3% 56,459 $12.4M
Flputnam Investment Management Co. 0.18% Reduce -4.5% 56,445 $12.4M
Parallel Advisors, LLC 0.22% Reduce -1.9% 55,171 $12.1M
Advisors Preferred, LLC 1.97% Reduce -7.4% 54,719 $12.1M
WealthShield Partners, LLC 1.33% Add +0.4% 54,835 $12.1M
Essex Financial Services, Inc. 0.69% Reduce -1.2% 54,790 $12.0M
CWS Financial Advisors, LLC 3.26% Reduce -0.3% 54,630 $12.0M
Arax Advisory Partners 0.35% Add +30.5% 54,284 $11.9M
Stratos Wealth Advisors, LLC 0.58% Add +0.6% 54,063 $11.9M
Western Pacific Wealth Management, LP 11.40% Add +8.5% 53,560 $11.8M
Integrity Alliance, Llc. 0.43% Add +44.1% 53,531 $11.8M
AE Wealth Management LLC 0.07% Add +20.0% 53,212 $11.7M
Global Wealth Management, LLC 6.28% Reduce -3.5% 53,102 $11.7M
Hengehold Capital Management LLC 0.98% Reduce -0.1% 53,039 $11.7M
Dagco, Inc. 2.68% Add +1.7% 52,810 $11.6M
Safir Wealth Advisors, LLC 8.13% Add +0.4% 52,733 $11.6M
VPR Management LLC 5.15% No change 52,630 $11.6M
White Lighthouse Investment Management Inc. 1.61% Add +3.1% 52,596 $11.6M
San Luis Wealth Advisors LLC 1.93% Add +11.7% 52,480 $11.5M
Ameritas Advisory Services, LLC 0.43% Add +26.8% 52,379 $11.5M
Sherman Wealth Management LLC 9.86% — 51,649 $11.4M
Curran Financial Partners, LLC 2.15% Add +7.0% 51,568 $11.3M
Brown Brothers Harriman & Co. 0.06% Add +12.0% 51,533 $11.3M
Main Street Financial Solutions, LLC 0.85% Reduce -40.1% 51,419 $11.3M
NorthRock Partners, LLC 0.19% Add +2.8% 51,399 $11.3M
CVA Family Office, LLC 1.30% Add +0.0% 51,364 $11.3M
Spreng Capital Management, Inc. 4.42% Add +2.6% 51,205 $11.3M
Bigelow Investment Advisors, LLC 4.38% Add +0.1% 51,034 $11.2M
Kovack Advisors, Inc. 0.53% Add +140.7% 50,912 $11.2M
Choate Investment Advisors 0.22% No change 50,559 $11.1M
Transcend Capital Advisors, LLC 0.86% Reduce -15.9% 50,442 $11.1M
Security Financial Services, INC. 1.73% Add +0.5% 50,218 $11.0M
Crestwood Advisors Group, LLC 0.18% Reduce -1.4% 50,103 $11.0M
River's Edge Wealth Management, LLC 10.75% — 48,446 $11.0M
Savant Capital, LLC 0.06% Reduce -2.4% 49,701 $10.9M
Financial Advisory Partners, LLC 3.07% Add +0.1% 49,557 $10.9M
Modern Wealth Management, LLC 0.20% Reduce -0.3% 49,477 $10.9M
Forvis Mazars Wealth Advisors, LLC 0.21% Reduce -0.1% 49,438 $10.9M
Blackston Financial Advisory Group, LLC 6.53% Reduce -2.2% 48,828 $10.7M
Thomasville National Bank 0.66% Add +3.6% 48,645 $10.7M
Macco Financial Group, Inc. 9.15% — 48,408 $10.6M
M3 Wealth Management, LLC 8.59% — 47,981 $10.5M
Cerro Pacific Wealth Advisors LLC 2.83% Reduce -5.7% 47,784 $10.5M
Keystone Financial Group, Inc. 5.47% Add +7.5% 47,539 $10.4M
Wimmer Associates 1, LLC 4.86% Add +0.5% 47,537 $10.4M
Fidelity D & D Bancorp Inc. 4.50% Add +70.8% 47,393 $10.4M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.25% Add +2.7% 47,287 $10.4M
Venture Visionary Partners LLC 0.34% Add +4.6% 47,233 $10.4M
Aberdeen Wealth Management LLC 4.80% Add +12.3% 47,213 $10.4M
Mycio Wealth Partners, LLC 2.15% Add +0.6% 47,184 $10.4M
Castlekeep Investment Advisors LLC 4.69% Add +0.5% 47,101 $10.4M
White Wing Wealth Management 6.16% Add +1.3% 46,962 $10.3M
Jefferies Financial Group Inc. 0.09% Add +3.8% 46,945 $10.3M
IFG Advisory, LLC 0.45% Add +0.9% 46,891 $10.3M
Sandbox Financial Partners, LLC 2.85% Reduce -0.6% 46,875 $10.3M
Prospera Financial Services Inc 0.17% Add +7.9% 46,838 $10.3M
Dala Group, LLC 8.89% — 46,719 $10.3M
Prentice Wealth Management LLC 2.34% Add +3.4% 46,562 $10.2M
Donaldson Capital Management, LLC 0.33% Add +5.7% 46,521 $10.2M
Laurel Oak Wealth Management, LLC 1.70% — 45,884 $10.1M
Financial Perspectives, Inc 2.70% Reduce -1.2% 45,674 $10.0M
Gilliland Jeter Wealth Management LLC 3.03% Reduce -0.1% 45,581 $10.0M
Sax Wealth Advisors, LLC 0.47% Add +196.0% 45,298 $10.0M
StoneX Group Inc. 0.43% Add +0.9% 45,171 $9.9M
O'shaughnessy Asset Management, LLC 0.05% Reduce -6.7% 44,973 $9.9M
Twin Focus Capital Partners, LLC 1.14% Add +1.7% 44,966 $9.9M
Koshinski Asset Management, Inc. 0.64% Reduce -2.1% 44,919 $9.9M
Financial Planning Hawaii, Inc. 5.65% — 44,592 $9.8M
GW Henssler & Associates Ltd. 0.47% Add +3.6% 44,375 $9.8M
Souders Financial Advisors 1.11% Add +1.8% 44,230 $9.7M
Oppenheimer & Co. Inc. 0.14% Reduce -37.4% 44,054 $9.7M
Peterson Wealth Management 7.18% Reduce -27.2% 43,950 $9.7M
Tide Cove Capital Partners LLC 6.66% Add +7.2% 41,967 $9.6M
PMG Wealth Management, Inc. 7.06% Add +2.1% 43,862 $9.6M
Woodmont Investment Counsel LLC 0.60% Reduce -0.2% 43,849 $9.6M
Northstar Group, Inc. 1.35% Add +5.1% 43,752 $9.6M
North Star Investment Management Corp. 0.60% Add +0.4% 43,707 $9.6M
Walter & Keenan Wealth Management LLC /in/ 2.56% Add +4.6% 43,504 $9.6M
Integrated Capital Management, Inc. 6.33% Reduce -0.7% 43,297 $9.5M
Sigma Planning Corp 0.26% Add +1.9% 43,207 $9.5M
180 Wealth Advisors, LLC 1.08% Reduce -2.8% 43,189 $9.5M
City State Bank 2.59% Add +5.6% 43,088 $9.5M
Plotkin Financial Advisors, LLC 4.60% Reduce -0.6% 42,868 $9.4M
Compass Ion Advisors, LLC 0.89% Reduce -0.5% 42,648 $9.4M
Heritage Wealth Advisors 0.36% Reduce -1.0% 42,605 $9.4M
Trust Co. of Vermont 0.39% Add +16.7% 42,563 $9.4M
Cascade Financial Partners, LLC 0.95% Reduce -4.1% 42,550 $9.4M
Orion Capital Management LLC 3.15% Reduce -1.9% 42,410 $9.3M
First Horizon Corp. 0.42% Reduce -8.8% 42,366 $9.3M
Formulate Financial LLC 10.89% Reduce -0.6% 42,252 $9.3M
Level Four Advisory Services, LLC 0.30% Add +11.7% 42,107 $9.3M
Cascade Wealth Advisors, Inc 4.26% Add +5.7% 41,293 $9.2M
B. Riley Wealth Advisors, Inc. 0.44% Add +4.5% 42,065 $9.2M
Brio Consultants, LLC 1.20% Reduce -1.4% 42,046 $9.2M
Warner Financial, Inc. 3.19% Add +0.2% 41,852 $9.2M
Pathway Financial Advisors LLC 1.15% Add +0.0% 40,992 $9.2M
Chicago Partners Investment Group LLC 0.23% Add +9.1% 40,989 $9.1M
Moors & Cabot, Inc. 0.39% Add +5.7% 41,459 $9.1M
Miller Capital Partners, Inc. 4.65% — 41,432 $9.1M
Signet Financial Management, LLC 1.02% Reduce -0.4% 41,376 $9.1M
Gleason Group, Inc. 0.89% Add +0.8% 41,337 $9.1M
Cibc World Market Inc. 0.02% Add +1.3% 41,186 $9.1M
Independent Financial Group, LLC 0.20% Reduce -0.1% 41,071 $9.0M
GM Advisory Group, LLC 0.35% Add +246.6% 40,787 $9.0M
Employees' Retirement Fund of the City of Fort Worth 4.00% Add +813.3% 40,651 $8.9M
Alexis Investment Partners, LLC 3.31% Add +8.3% 40,261 $8.9M
Kagan Cocozza Asset Management 6.31% Add +5.0% 40,365 $8.9M
Mascoma Wealth Management LLC 1.90% Add +3.1% 40,344 $8.9M
GC Wealth Management RIA, LLC 0.32% Reduce -26.5% 39,990 $8.8M
Bristlecone Value Partners, LLC 10.12% — 39,909 $8.8M
Litman Gregory Wealth Management LLC 0.64% Add +0.5% 39,845 $8.8M
Consolidated Capital Management, LLC 2.65% Reduce -64.2% 39,784 $8.7M
Apollon Wealth Management, LLC 0.15% Add +13.9% 39,728 $8.7M
Alpha Cubed Investments, LLC 0.30% Reduce -4.6% 39,650 $8.7M
New Perspectives, Inc 3.01% Add +2.6% 39,536 $8.7M
Capstone Financial Advisors, Inc. 0.46% Reduce -2.5% 39,509 $8.7M
Peapack Gladstone Financial Corp. 0.11% Add +1.9% 39,465 $8.7M
Titleist Asset Management, LLC 0.69% Add +14.1% 38,672 $8.5M
Pinnacle Associates Ltd. 0.11% Add +6.3% 38,622 $8.5M
Leo Wealth, LLC 0.61% Add +8.2% 38,527 $8.5M
Bridgewater Advisors Inc. 0.55% Reduce -1.0% 37,798 $8.5M
Summit Financial, LLC 0.12% Add +2.5% 38,231 $8.4M
Ranch Capital Advisors Inc. 3.08% Add +0.1% 38,112 $8.4M
Hamrick Investment Counsel, llc 6.23% — 38,102 $8.4M
West Financial Advisors, LLC 1.41% Reduce -16.9% 37,960 $8.3M
Cypress Financial Planning LLC 2.33% Add +0.2% 37,668 $8.3M
Moseley Investment Management Inc. 2.55% Add +23.2% 37,481 $8.2M
Hollencrest Capital Management 0.28% Add +0.8% 37,443 $8.2M
Bleakley Financial Group, LLC 0.14% Add +7.9% 36,877 $8.1M
Wealthspan Partners, LLC 2.94% Reduce -3.5% 36,822 $8.1M
Fullerton Advisors, LLC 8.08% — 36,814 $8.1M
Windward Private Wealth Management Inc. 2.78% Reduce -2.8% 36,478 $8.0M
Weaver Consulting Group 1.95% Add +1.9% 36,373 $8.0M
Osborne Partners Capital Management, LLC 0.41% Reduce -6.4% 36,291 $8.0M
Beacon Financial Group 0.79% Reduce -2.6% 35,972 $7.9M
Hoese & Co LLP 5.61% Add +8.3% 35,822 $7.9M
Nwam LLC 0.44% Reduce -3.0% 35,268 $7.9M
Nations Financial Group Inc, /Ia/ 0.41% Add +11.2% 35,683 $7.8M
Shrier Wealth Management, LLC 3.12% — 35,573 $7.8M
Segment Wealth Management, LLC 0.45% Reduce -1.0% 35,297 $7.8M
Yukon Wealth Management, Inc. 4.44% Reduce -34.0% 33,978 $7.7M
Sloy Dahl & Holst, LLC 0.92% Reduce -0.5% 34,891 $7.7M
Caprock Group, LLC 0.16% Add +8.5% 34,801 $7.6M
Jordan Park Group LLC 0.44% Reduce -21.2% 34,743 $7.6M
Asset Advisory Group, Inc. 3.78% — 34,388 $7.6M
Sandy Cove Advisors, LLC 2.24% Reduce -27.6% 34,349 $7.5M
Cambridge Advisors Inc. 1.44% Reduce -1.4% 34,328 $7.5M
Raab & Moskowitz Asset Management LLC 1.65% Reduce -1.3% 34,261 $7.5M
Patriot Financial Group Insurance Agency, LLC 0.89% Reduce -1.0% 34,036 $7.5M
Fifth Third Wealth Advisors LLC 0.26% Add +2.0% 33,871 $7.4M
Sowell Financial Services LLC 0.27% Add +2.2% 33,771 $7.4M
Headinvest, LLC 1.47% Add +0.2% 33,720 $7.4M
Calydon Capital 1.24% Add +68.6% 33,560 $7.4M
Montis Financial, LLC 1.45% Reduce -4.6% 33,296 $7.3M
SkyOak Wealth, LLC 1.32% Reduce -0.3% 33,291 $7.3M
Bessemer Group Inc. 0.01% Reduce -24.5% 33,251 $7.3M
Ogorek Anthony Joseph /NY/ 2.00% Add +0.5% 33,036 $7.3M
Prosperity Consulting Group, LLC 0.33% Reduce -0.3% 32,995 $7.3M
Keystone Financial Group 0.54% Reduce -3.2% 32,804 $7.2M
Cardiff Park Advisors, LLC 0.59% Reduce -5.7% 32,767 $7.2M
Bartlett & Co. Wealth Management LLC 0.09% Reduce -0.5% 32,628 $7.2M
Davis R M Inc. 0.12% Add +1.7% 32,597 $7.2M
Kavar Capital Partners Group, LLC 0.98% Reduce -5.5% 32,487 $7.1M
Roman Butler Fullerton & Co. 1.87% Add +0.6% 31,846 $7.1M
Westside Investment Management, Inc. 1.14% Reduce -1.4% 32,441 $7.1M
Exchange Traded Concepts, LLC 0.06% Add +1.9% 32,453 $7.1M
Csenge Advisory Group 0.32% Reduce -1.9% 32,431 $7.1M
M Holdings Securities, Inc. 0.51% Add +9.3% 32,337 $7.1M
Integrated Wealth Concepts LLC 0.08% Reduce -33.8% 32,309 $7.1M
Compass Financial Group, Inc. (Ohio) 5.19% — 32,242 $7.1M
Creekside Partners 2.99% Reduce -0.4% 32,237 $7.1M
DHJJ Financial Advisors, Ltd. 2.34% Reduce -3.2% 32,065 $7.0M
Genesis Private Wealth, LLC 2.19% Add +3.6% 32,063 $7.0M
Meridian Wealth Management, LLC 0.25% Reduce -0.4% 31,986 $7.0M
Detalus Advisors, LLC 1.70% Reduce -0.8% 31,783 $7.0M
Clear Creek Financial Management, LLC 0.57% Add +4.8% 31,778 $7.0M
Sovran Advisors, LLC 0.59% Reduce -2.9% 30,851 $6.9M
Grove Street Fiduciary, LLC 2.90% Reduce -3.3% 31,551 $6.9M
CPC Advisors, LLC 0.70% Reduce -2.7% 31,505 $6.9M
Cidel Asset Management Inc. 0.49% Add +0.1% 31,400 $6.9M
Colony Family Offices, LLC 1.72% Reduce -2.3% 31,343 $6.9M
Barrett & Company, Inc. 2.28% Add +6.2% 31,105 $6.8M
Riverview Capital Advisers, LLC 2.07% Add +2.7% 31,084 $6.8M
McGlone Suttner Wealth Management, Inc. 0.92% Reduce -0.8% 31,081 $6.8M
McClarren Financial Advisors, Inc. 4.07% Reduce -23.0% 18,509 $6.8M
Aspen Wealth Management LLC 1.43% Reduce -4.8% 31,048 $6.8M
IHT Wealth Management, LLC 0.17% Reduce -9.6% 30,911 $6.8M
Verum Partners LLC 1.37% Reduce -4.7% 30,857 $6.8M
PW Nova Financial Services LLC 2.56% — 30,674 $6.8M
One Day In July LLC 0.56% Add +2.3% 30,782 $6.8M
John Boyer, Inc. 6.88% Add +3.1% 30,749 $6.8M
Adirondack Capital Advisors, LLC 4.51% — 30,533 $6.7M
Investment Partners, LTD. 2.35% Add +0.9% 30,528 $6.7M
Ledyard National Bank 0.58% Reduce -4.1% 30,515 $6.7M
Yoder Wealth Management, Inc. 3.04% Reduce -18.6% 30,428 $6.7M
One Degree Advisors Inc 1.84% Reduce -0.6% 30,395 $6.7M
IAG Wealth Partners, LLC 0.77% Reduce -6.9% 30,267 $6.7M
Bay Rivers Group 2.69% Reduce -1.0% 30,242 $6.6M
WealthBridge Capital Management, LLC 1.50% Reduce -1.4% 30,018 $6.6M
Muirfield Wealth Advisors LLC 4.83% Reduce -3.5% 29,942 $6.6M
Tennessee Valley Asset Management Partners 0.85% Reduce -1.2% 29,871 $6.6M
Hofer & Associates. Inc 3.45% Add +3.1% 29,626 $6.5M
Cliftonlarsonallen Wealth Advisors, LLC 0.10% Add +0.1% 29,525 $6.5M
Aspen Investment Management Inc 1.95% Add +585.8% 29,415 $6.5M
Verdence Capital Advisors LLC 0.38% Add +16.1% 29,359 $6.5M
Ridgecrest Wealth Partners, LLC 3.48% Reduce -23.3% 29,187 $6.4M
Aznar Financial Advisors, LLC 6.13% — 29,011 $6.4M
Arcataur Capital Management LLC 1.82% Reduce -1.0% 28,998 $6.4M
Brightwater Advisory LLC 4.30% Reduce -0.1% 28,983 $6.4M
Raffa Wealth Management, LLC 0.97% No change 28,660 $6.3M
Waller Financial Planning Group, Inc. 1.40% Reduce -6.9% 28,657 $6.3M
Fiduciary Financial Group, LLC 0.89% Reduce -0.7% 28,630 $6.3M
Arete Wealth Advisors, LLC 0.43% Reduce -0.6% 28,554 $6.3M
Parr McKnight Wealth Management Group, LLC 0.82% Add +511.2% 28,494 $6.3M
Scott & Selber, Inc. 1.57% Add +0.1% 28,479 $6.3M
Kellett Wealth Advisors, LLC 3.57% Add +3.0% 28,467 $6.3M
Flagstar Securities, Inc. 2.08% Reduce -0.6% 28,220 $6.2M
Pallas Capital Advisors LLC 0.20% Add +40.9% 28,173 $6.2M
Acorn Wealth Advisors, LLC 1.84% Reduce -0.8% 28,138 $6.2M
Chris Bulman Inc 2.71% Add +7.8% 27,858 $6.1M
TFB Advisors LLC 1.70% Add +0.1% 27,689 $6.1M
Seven Springs Wealth Group, LLC 1.78% Reduce -0.4% 27,647 $6.1M
Frederick Financial Consultants, LLC 3.33% Reduce -2.2% 27,645 $6.1M
Plan Group Financial, LLC 1.58% Add +8.6% 27,640 $6.1M
Gibson Capital, LLC 1.11% No change 27,539 $6.1M
Pinnacle Financial Group, LLC / IL 1.75% Reduce -1.1% 27,469 $6.0M
Salem Investment Counselors Inc. 0.17% Reduce -2.3% 27,371 $6.0M
Marshall & Sterling Wealth Advisors Inc. 3.96% Reduce -2.1% 27,314 $6.0M
Kastel Capital Advisors, LLC 3.67% — 27,175 $6.0M
Howard Wealth Management, LLC 2.60% Reduce -3.5% 27,091 $6.0M
Guardian Wealth Advisors, LLC / NC 0.37% Reduce -7.5% 27,045 $5.9M
Tiaa Trust, National Association 0.01% Add +0.1% 26,987 $5.9M
Interactive Financial Advisors, Inc. 3.83% Reduce -40.3% 26,937 $5.9M
Golden State Wealth Management, LLC 0.63% Add +0.4% 26,924 $5.9M
Madison Wealth Partners, Inc 1.07% Add +9.5% 26,770 $5.9M
Investment Advisory Group, LLC 1.51% Add +0.6% 26,700 $5.9M
Hurlow Wealth Management Group, Inc. 1.44% Reduce -4.3% 26,691 $5.9M
StrongBox Wealth, LLC 1.93% Reduce -0.3% 26,651 $5.9M
Dynamic Advisor Solutions LLC 0.19% Reduce -2.8% 26,531 $5.8M
Columbia River Financial Group, LLC 3.52% Reduce -1.3% 26,133 $5.7M
Vermillion Wealth Management, Inc. 2.35% Reduce -4.7% 26,093 $5.7M
Avity Investment Management Inc. 0.40% Reduce -1.0% 26,017 $5.7M
Indivisible Partners 0.62% — 26,009 $5.7M
Blom & Howell Financial Planning, Inc. 5.67% — 25,962 $5.7M
Stokes Capital Advisors, LLC 1.30% Reduce -2.8% 25,908 $5.7M
Envestnet Portfolio Solutions, Inc. 0.02% Add +5.2% 25,801 $5.7M
First Trust Advisors LP 0.00% Reduce -2.7% 25,616 $5.6M
Wedmont Private Capital 0.20% Add +9.7% 25,260 $5.6M
Seamount Financial Group Inc. 2.55% Add +2.2% 25,549 $5.6M
Fortis Advisors, LLC 3.08% Reduce -1.8% 25,490 $5.6M
PFG Investments, LLC 0.26% Reduce -4.5% 25,487 $5.6M
W Advisors, LLC 2.81% Reduce -0.4% 25,382 $5.6M
Centerpoint Advisory Group 4.27% Reduce -1.1% 25,215 $5.5M
Ausdal Financial Partners, Inc. 0.26% Reduce -2.0% 25,195 $5.5M
First Long Island Investors, LLC 0.41% New 25,140 $5.5M
NORTHSTAR ASSET MANAGEMENT Co 1.17% Reduce -0.1% 25,120 $5.5M
Beacon Financial Advisory LLC 1.27% Reduce -7.1% 25,031 $5.5M
Vigilare Wealth Management 1.85% Add +0.6% 24,986 $5.5M
Forum Private Client Group LLC 1.86% Reduce -1.1% 24,842 $5.5M
Strategic Blueprint, LLC 0.32% Reduce -66.9% 24,762 $5.4M
Independent Family Office, LLC 2.27% No change 24,747 $5.4M
Sunpointe, LLC 1.80% Add +16.5% 24,730 $5.4M
Strategic Advisors LLC 0.84% Add +305.3% 24,532 $5.4M
CDM Financial Counseling Services, Inc. 5.04% — 24,461 $5.4M
MCF Advisors LLC 0.30% Add +3637.0% 24,440 $5.4M
Infinity Wealth Counsel, LLC 4.88% Add +1.3% 24,394 $5.4M
Fort Sheridan Advisors LLC 0.68% Reduce -0.3% 24,315 $5.3M
HUB Investment Partners, LLC 0.15% Add +5.5% 24,296 $5.3M
Bravera Wealth 2.67% — 24,286 $5.3M
Ashton Thomas Private Wealth, LLC 0.13% Add +3.6% 24,186 $5.3M
Cora Capital Advisors LLC 2.07% Add +2.7% 24,173 $5.3M
Breakwater Investment Management 1.92% Reduce -0.1% 24,166 $5.3M
Fiduciary Trust Co 0.06% Reduce -14.4% 24,071 $5.3M
Levin Capital Strategies, L.P. 0.46% Add +0.0% 24,051 $5.3M
Tempus Wealth Planning, LLC 1.20% Reduce -2.9% 23,903 $5.3M
Staley Capital Advisers Inc. 0.22% Reduce -1.1% 23,781 $5.2M
Winthrop Advisory Group LLC 0.44% Add +0.8% 23,652 $5.2M
New Insight Wealth Advisors 1.85% Reduce -0.9% 23,600 $5.2M
MilWealth Group LLC 1.23% Reduce -0.7% 23,588 $5.2M
Perryman Financial Advisory Inc. 0.76% — 23,550 $5.2M
Marino, Stram & Associates LLC 0.93% Reduce -2.0% 23,480 $5.2M
Sheets Smith Wealth Management 0.56% Reduce -0.7% 23,358 $5.1M
Calder Financial LLC 5.04% — 23,357 $5.1M
Beacon Bank & Trust 1.04% Add +6.5% 23,250 $5.1M
Morton Capital Management LLC 0.78% Reduce -1.6% 23,202 $5.1M
Sard Wealth Management Group, LLC 2.79% Add +2.7% 23,152 $5.1M
Krilogy Financial LLC 0.17% Reduce -0.3% 22,611 $5.1M
Vavra Capital Management, LLC 4.98% — 23,078 $5.1M
Axxcess Wealth Management, LLC 0.09% Add +47.6% 23,071 $5.1M
Summit Trail Advisors, LLC 0.09% Reduce -23.0% 22,865 $5.0M
Pinnacle Bancorp, Inc. 1.47% Add +33.7% 22,832 $5.0M
Money Concepts Capital Corp. 0.28% Add +41.5% 22,665 $5.0M
Cypress Wealth Services, LLC 0.69% Add +154.7% 22,588 $5.0M
Global Financial Private Client, LLC 1.74% Reduce -0.3% 22,558 $5.0M
Prospect Financial Services LLC 2.83% Add +0.6% 22,395 $4.9M
First National Bank of Mount Dora, Trust Investment Services 1.08% No change 22,386 $4.9M
Hughes Financial Services, LLC 0.77% Reduce -0.0% 22,343 $4.9M
Financial Insights, Inc. 1.64% Reduce -0.1% 22,304 $4.9M
DMKC Advisory Services, LLC 2.15% Add +3.9% 22,291 $4.9M
Philadelphia Trust Co. 0.34% Reduce -0.2% 22,278 $4.9M
Stonebridge Financial Group, LLC 0.42% Add +0.1% 22,178 $4.9M
Brady Martz Wealth Solutions, LLC 0.86% Reduce -11.0% 22,097 $4.9M
Baring Financial LLC 2.95% Add +168.6% 22,022 $4.8M
HighPoint Advisor Group LLC 0.11% New 22,005 $4.8M
Keystone Wealth Services, LLC 1.02% Add +2.4% 21,968 $4.8M
Susquehanna International Group, LLP 0.01% Add +276.2% 21,921 $4.8M
Capital Planning LLC 1.35% Add +4.0% 21,785 $4.8M
CORDA Investment Management, LLC. 0.35% Add +8.5% 21,779 $4.8M
First Heartland Consultants, Inc. 0.36% Reduce -7.8% 21,767 $4.8M
Intelligent Financial Strategies 2.29% Reduce -0.9% 21,703 $4.8M
UMB Bank, n.a. 0.06% Add +21.9% 21,697 $4.8M
S&co Inc. 0.30% Reduce -6.0% 21,687 $4.8M
Centurion Wealth Management LLC 1.05% Reduce -1.6% 21,659 $4.8M
Elevation Point Wealth Partners, LLC 0.23% Add +51.8% 21,620 $4.8M
Resurgent Financial Advisors LLC 2.38% Add +0.4% 21,570 $4.7M
Per Stirling Capital Management, LLC. 0.53% Add +2.6% 21,549 $4.7M
Private Advisory Group LLC 0.37% Add +44.2% 21,532 $4.7M
Abbot Financial Management, Inc. 1.96% Reduce -1.3% 21,527 $4.7M
Diversify Wealth Management, LLC 0.22% Reduce -2.7% 21,040 $4.7M
Earned Wealth Advisors, LLC 0.34% Add +0.7% 21,519 $4.7M
Channel Wealth LLC 1.20% Add +1.3% 21,514 $4.7M
Parsons Capital Management Inc. 0.26% Reduce -5.1% 21,416 $4.7M
Stephens Consulting, LLC 1.52% Add +0.7% 21,399 $4.7M
Cornerstone Advisors Asset Management, LLC 0.76% Add +3.3% 21,340 $4.7M
Commerce Bank 0.03% Add +1.1% 21,337 $4.7M
Garden State Investment Advisory Services LLC 1.11% Reduce -2.3% 21,224 $4.7M
Pathway Financial Advisers, LLC 1.36% Add +2.7% 21,251 $4.7M
Financial Engines Advisors L.L.C. 0.01% Add +1.0% 21,202 $4.7M
Private Capital Management, LLC 0.44% Add +1.1% 21,170 $4.7M
Spire Wealth Management 0.16% Add +2.8% 21,133 $4.6M
Smith Partners Wealth Management, LLC 4.27% — 21,131 $4.6M
CSM Advisors, LLC 0.13% No change 21,100 $4.6M
Ritter Daniher Financial Advisory LLC / DE 0.78% Reduce -0.9% 21,035 $4.6M
Foundations Investment Advisors, LLC 0.06% Add +51.1% 21,013 $4.6M
Mid-American Wealth Advisory Group, Inc. 1.94% Add +0.4% 20,933 $4.6M
Mayflower Financial Advisors, LLC 0.55% Add +0.6% 20,791 $4.6M
Snowwater Investment Partners, LLC 4.20% — 20,775 $4.6M
Compound Planning, Inc. 0.13% Add +10.7% 20,742 $4.6M
Gateway Wealth Partners, LLC 0.51% Add +96.2% 20,720 $4.6M
Keybank National Association 0.02% Reduce -20.8% 20,673 $4.5M
Sincerus Advisory, LLC 3.65% Add +6.6% 20,668 $4.5M
Laird Norton Wetherby Trust Company, LLC 0.09% New 20,634 $4.5M
Stablepoint Partners, LLC 0.70% Add +14.6% 20,547 $4.5M
SkyView Investment Advisors, LLC 0.57% Reduce -0.8% 20,472 $4.5M
One Charles Private Wealth Services, LLC 1.16% Add +181.5% 20,412 $4.5M
Client 1ST Advisory Group, LLC 1.40% Reduce -0.0% 20,368 $4.5M
St Germain D J Co. Inc. 0.17% Add +1.5% 20,233 $4.4M
Farmers & Merchants Investments Inc. 0.12% Add +8.4% 20,220 $4.4M
Evanson Asset Management, LLC 0.24% Reduce -5.1% 20,029 $4.4M
CPA Asset Management Group, LLC 1.54% Reduce -0.8% 19,983 $4.4M
Zhang Financial LLC 0.16% Reduce -1.6% 19,972 $4.4M
Avant Capital LLC 3.01% Add +0.0% 19,933 $4.4M
Greenspring Advisors, LLC 0.27% Add +238.8% 19,859 $4.4M
WCG Wealth Advisors LLC 0.12% New 19,815 $4.4M
Oxler Private Wealth LLC 1.26% Reduce -6.0% 19,813 $4.4M
Formidable Asset Management, LLC 0.63% Add +2.7% 20,007 $4.3M
Columbia Asset Management 0.76% Add +1.9% 19,522 $4.3M
Blue Chip Partners, LLC 0.31% Add +15.6% 19,491 $4.3M
Tower View Wealth Management LLC 2.12% Reduce -1.5% 19,472 $4.3M
Kaydan Wealth Management, Inc. 1.24% Add +1.3% 19,443 $4.3M
Kiley Juergens Wealth Management, LLC 0.93% Add +0.1% 19,415 $4.3M
Mather Group, Llc. 0.04% Reduce -18.2% 19,343 $4.3M
Garrett Wealth Advisory Group, LLC 0.80% Reduce -1.8% 19,326 $4.2M
KCM Investment Advisors LLC 0.14% Add +7.0% 19,269 $4.2M
FLC Capital Advisors 0.78% Add +2.4% 19,233 $4.2M
Conservest Capital Advisors, Inc. 0.38% Add +1.0% 19,221 $4.2M
Bell Investment Advisors, Inc 0.67% Reduce -0.4% 19,165 $4.2M
Riverpoint Wealth Management Holdings, LLC 0.90% Add +0.8% 19,096 $4.2M
Heritage Trust Co 0.43% Reduce -3.4% 19,012 $4.2M
GSG Advisors LLC 1.08% Add +0.2% 18,970 $4.2M
Archer Investment Corp 0.94% Reduce -0.8% 18,914 $4.2M
Novak & Powell Financial Services, Inc. 2.17% Add +2.0% 18,887 $4.2M
Sagespring Wealth Partners, LLC 0.08% Reduce -11.0% 18,839 $4.1M
Mainsail Asset Management, LLC 1.77% Add +0.0% 18,803 $4.1M
Xcelsior Advisor Partners LLC 1.99% — 18,593 $4.1M
Baron Wealth Management LLC 1.26% Add +0.5% 18,548 $4.1M
Financial Management Network Inc. 0.64% Add +0.1% 18,458 $4.1M
JMG Financial Group, Ltd. 0.11% Reduce -3.4% 18,526 $4.1M
McNamara Financial Services, Inc. 0.77% Reduce -49.0% 18,498 $4.1M
Smartleaf Asset Management LLC 0.15% Add +188.2% 18,342 $4.1M
Mill Creek Capital Advisors, LLC 0.08% Reduce -1.6% 18,427 $4.0M
Friday Financial 1.42% Add +9.9% 18,332 $4.0M
Simon Quick Advisors, LLC 0.18% Add +9.3% 18,321 $4.0M
Clear Harbor Asset Management, LLC 0.27% Add +16.9% 18,279 $4.0M
Elevation Capital Advisory, LLC 1.64% New 18,253 $4.0M
Geneos Wealth Management Inc. 0.10% Reduce -4.3% 18,249 $4.0M
Steinberganna Wealth Management 1.88% Reduce -1.2% 18,241 $4.0M
Cannon Wealth Management Services, LLC 2.83% Add +5.6% 18,231 $4.0M
Whipplewood Advisors, LLC 2.56% Reduce -0.7% 18,095 $4.0M
CoreFirst Bank & Trust 2.15% Add +0.0% 18,089 $4.0M
Advisors Capital Management, LLC 0.05% Add +12.2% 18,085 $4.0M
Safeguard Investment Advisory Group, LLC 1.01% Reduce -2.5% 18,048 $4.0M
Embree Financial Group 0.49% Add +0.0% 18,002 $4.0M
Diversified Management Inc. 0.92% — 17,926 $3.9M
Cibc World Markets Corp. 0.02% — 17,802 $3.9M
21 West Wealth Management LLC 3.57% Reduce -5.4% 17,789 $3.9M
Royal Fund Management, LLC 0.36% Add +61.1% 17,709 $3.9M
Pinnacle Wealth Management Advisory Group, LLC 0.27% Add +17.0% 17,719 $3.9M
Choreo, LLC 0.05% Add +4.6% 17,466 $3.9M
Bailard, Inc. 0.09% Add +1.9% 17,594 $3.9M
Charter Oak Capital Management, LLC 0.29% Reduce -1.0% 17,585 $3.9M
Blue Trust, Inc. 0.04% Add +87.3% 17,565 $3.9M
Bank of Hawaii 0.19% Reduce -0.0% 17,489 $3.8M
Pure Financial Advisors, LLC 0.06% Add +2.0% 17,453 $3.8M
Madden Advisory Services, Inc. 1.54% Reduce -8.9% 17,422 $3.8M
FMA Wealth Management, LLC 2.48% Reduce -0.4% 17,417 $3.8M
Venturi Wealth Management, LLC 0.17% Reduce -5.9% 17,412 $3.8M
Fidelis Capital Partners, LLC 0.28% Add +56.4% 17,380 $3.8M
Ehrlich Financial Group 2.17% Add +58.5% 17,327 $3.8M
Pursue Wealth Partners LLC 1.85% Reduce -9.0% 17,309 $3.8M
Kaizen Financial Strategies 1.68% Add +6.7% 17,295 $3.8M
Fonville Wealth Management LLC 0.78% Reduce -0.4% 17,267 $3.8M
Midwest Trust Co 0.05% Add +2.5% 17,257 $3.8M
SeaCrest Wealth Management, LLC 0.38% Add +1.0% 17,038 $3.8M
Innova Wealth Partners 1.91% Add +7.8% 17,234 $3.8M
Optima Capital LLC 1.64% Add +2.2% 17,205 $3.8M
Transamerica Financial Advisors, LLC 0.31% Reduce -2.1% 17,128 $3.8M
American Institute for Advanced Investment Management, LLP 2.42% Add +0.1% 17,113 $3.8M
Post Resch Tallon Group Inc. 3.17% Reduce -0.9% 17,102 $3.8M
Shira Ridge Wealth Management 1.51% Reduce -35.9% 17,100 $3.8M
Cornerstone Financial Management LLC 3.52% — 17,080 $3.8M
Glen Eagle Advisors, LLC 0.51% Add +2.4% 17,054 $3.7M
Arrowroot Family Office, LLC 1.36% Reduce -19.4% 16,996 $3.7M
Gratus Wealth Advisors, LLC 0.52% Reduce -0.5% 16,917 $3.7M
Benedict Financial Advisors Inc. 0.78% Reduce -0.4% 16,875 $3.7M
Tranquility Partners, LLC 1.32% Reduce -1.8% 16,730 $3.7M
L. Roy Papp & Associates, LLP 0.40% Add +2.4% 16,658 $3.7M
Farrell Financial LLC 2.16% Add +1.1% 16,635 $3.7M
Buttonwood Financial Advisors Inc. 1.21% Reduce -2.3% 16,575 $3.6M
Empower Advisory Group, LLC 0.01% Add +23.3% 16,504 $3.6M
ICONIQ Capital, LLC 0.05% No change 16,466 $3.6M
Financial Guidance Group, Inc. 1.48% No change 16,428 $3.6M
BridgePort Financial Solutions, LLC 0.97% Add +0.7% 16,422 $3.6M
Beese Fulmer Investment Management, Inc. 0.23% Add +0.7% 16,510 $3.6M
Kingdom Financial Group LLC. 1.11% New 16,360 $3.6M
Mosaic Advisors LLC 6.93% Reduce -5.8% 16,346 $3.6M
D'Orazio & Associates, Inc. 0.46% Reduce -2.8% 16,315 $3.6M
Dupree Financial Group, LLC 1.31% Reduce -5.6% 16,308 $3.6M
Miller Investment Management, LP 0.35% No change 16,293 $3.6M
Cambridge Capital Management, LLC 1.61% Reduce -3.0% 16,284 $3.6M
Elmwood Wealth Management, Inc. 1.13% Add +195.2% 16,274 $3.6M
Argent Trust Co 0.12% Reduce -3.2% 16,271 $3.6M
Johnson Financial Group, Inc. 0.13% Reduce -3.3% 16,204 $3.6M
Harbor Investment Advisory, LLC 0.27% Add +1.1% 16,104 $3.5M
Axis Wealth Partners, LLC 1.95% Reduce -0.5% 16,100 $3.5M
Assetmark, Inc. 0.01% Add +142.5% 16,089 $3.5M
Equitable Trust Co. 0.16% No change 15,960 $3.5M
Pittenger & Anderson Inc. 0.13% Add +11.8% 15,912 $3.5M
Renaissance Technologies 0.01% Add +93.9% 15,900 $3.5M
TBH Global Asset Management, LLC 0.58% Add +3.1% 15,863 $3.5M
SVB Wealth LLC 0.20% Reduce -11.7% 15,798 $3.5M
Wilson & Boucher Capital Management, LLC 2.26% Reduce -1.2% 15,654 $3.4M
Base Wealth Management LLC 1.85% Add +4.2% 15,628 $3.4M
Uptick Partners, LLC 0.73% Reduce -6.4% 15,570 $3.4M
Advocate Investing Services LLC 3.05% — 15,515 $3.4M
Jacobi Capital Management LLC 0.20% Add +5.2% 15,510 $3.4M
Childress Capital Advisors, LLC 0.55% Reduce -2.1% 15,505 $3.4M
Good Harbor Advisors, Inc. 3.94% — 15,393 $3.4M
Rooted Wealth Advisors, Inc. 0.95% Reduce -74.2% 14,882 $3.4M
Linscomb Wealth, Inc. 0.14% Add +14.1% 15,277 $3.4M
Pension & Wealth Management Advisors, Inc. 0.99% Reduce -4.2% 15,241 $3.3M
Opus Financial Solutions LLC 3.15% — 15,179 $3.3M
LaSalle St. Investment Advisors, LLC 0.53% Reduce -23.5% 15,055 $3.3M
Tobias Financial Advisors, Inc. 0.47% Add +0.0% 15,024 $3.3M
Aspetuck Financial Management LLC 2.21% Reduce -3.0% 14,958 $3.3M
One Capital Management, LLC 0.10% Add +0.1% 14,919 $3.3M
Guilbault Capital LLC 3.65% — 14,856 $3.3M
Wilkins Miller Wealth Management, LLC 1.94% Reduce -2.6% 14,853 $3.3M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% No change 14,490 $3.3M
LGL Partners, LLC 1.39% Reduce -3.1% 14,790 $3.3M
Sugar Maple Asset Management, LLC 2.18% Reduce -1.9% 14,771 $3.2M
Texas Capital Bank Wealth Management Services Inc 0.19% Add +876.4% 14,734 $3.2M
Private Trust Co. NA 0.28% Reduce -4.0% 14,732 $3.2M
Galvin, Gaustad & Stein, LLC 0.26% Add +24.9% 14,714 $3.2M
Armstrong Advisory Group, Inc. 0.22% Reduce -0.9% 14,685 $3.2M
Kelleher Financial Advisors 0.75% Reduce -0.6% 14,646 $3.2M
Gouws Capital LLC 1.69% Add +0.6% 14,518 $3.2M
Centaurus Financial, Inc. 0.15% Reduce -18.1% 14,515 $3.2M
Accel Wealth Management 0.87% Add +4.8% 14,509 $3.2M
Caldwell Sutter Capital, Inc. 1.35% Add +0.5% 14,463 $3.2M
MRWM Advisors, LLC 1.70% New 14,428 $3.2M
Cullen/Frost Bankers, Inc. 0.03% Add +437.7% 14,362 $3.2M
St. Clair Advisors, LLC 0.81% Add +0.1% 14,335 $3.2M
Caldwell Trust Co 0.28% Add +14.3% 14,288 $3.1M
W1M Asset Management Ltd 0.03% Add +4.8% 14,265 $3.1M
Fiduciary Alliance LLC 0.20% Reduce -7.7% 14,258 $3.1M
Archford Capital Strategies, LLC 0.36% Reduce -0.8% 14,249 $3.1M
QRG Capital Management, Inc. 0.03% Add +2.0% 14,212 $3.1M
First National Trust Co 0.10% Add +0.6% 14,208 $3.1M
Montecito Bank & Trust 0.50% Reduce -3.3% 14,161 $3.1M
Hazlett, Burt & Watson, Inc. 0.99% Add +14.8% 14,102 $3.1M
Roundview Capital LLC 0.19% Add +0.4% 14,084 $3.1M
FineMark National Bank & Trust 0.10% Add +0.0% 14,075 $3.1M
Sterling Wealth Advisors Inc 1.85% Reduce -9.3% 13,978 $3.1M
Wealthspire Retirement, LLC 0.19% Reduce -0.1% 13,959 $3.1M
Affiance Financial, LLC 0.49% No change 13,938 $3.1M
Forza Wealth Management, LLC 1.10% Reduce -27.7% 13,821 $3.0M
Eagle Strategies LLC 0.39% Add +13.3% 13,806 $3.0M
Bath Savings Trust Co 0.30% Reduce -1.6% 13,715 $3.0M
Belpointe Asset Management LLC 0.11% Add +14.8% 13,700 $3.0M
Dorsey & Whitney Trust CO LLC 0.16% Reduce -1.2% 13,697 $3.0M
Southeast Asset Advisors, LLC 0.29% Add +9.2% 13,673 $3.0M
Atticus Wealth Management, LLC 0.74% Reduce -21.2% 13,648 $3.0M
Miramar Capital, LLC 0.65% Add +0.1% 13,631 $3.0M
Pekin Hardy Strauss, Inc. 0.27% Add +0.7% 13,504 $3.0M
Citizens National Bank Trust Department 0.51% Reduce -0.5% 13,439 $3.0M
Ritholtz Wealth Management 0.05% Reduce -0.1% 13,379 $2.9M
Next Capital Management LLC 0.94% Add +0.1% 13,360 $2.9M
Relyea Zuckerberg Hanson LLC 0.30% Reduce -1.8% 13,349 $2.9M
Tocqueville Asset Management L.P. 0.04% Add +0.0% 13,345 $2.9M
MSH Capital Advisors LLC 0.63% Add +5.8% 13,334 $2.9M
LOM Asset Management Ltd 0.85% Reduce -0.2% 13,312 $2.9M
Walkner Condon Financial Advisors LLC 0.40% Add +9.8% 13,142 $2.9M
First Command Advisory Services, Inc. 0.02% Reduce -5.6% 13,139 $2.9M
Hohimer Wealth Management, LLC 0.39% Add +0.5% 13,111 $2.9M
LeClair Wealth Partners LLC 1.67% Reduce -1.4% 13,083 $2.9M
Beacon Bridge Wealth Partners, LLC 0.95% Reduce -1.8% 13,068 $2.9M
Finward Bancorp 2.23% Add +10.7% 13,061 $2.9M
Kwmg, LLC 0.25% Reduce -3.8% 13,039 $2.9M
Exencial Wealth Advisors, LLC 0.09% Reduce -0.5% 13,028 $2.9M
Aviance Capital Partners, LLC 0.33% Add +5.7% 12,972 $2.9M
Motco 0.26% Add +49.5% 12,960 $2.8M
WFA of San Diego, LLC 2.08% Add +7.7% 12,886 $2.8M
SRH Advisors, LLC 0.81% Add +0.0% 12,865 $2.8M
Hall Capital Management Co. Inc. 1.09% Add +3.2% 12,842 $2.8M
Opus Capital Group, LLC 0.31% Reduce -3.8% 12,818 $2.8M
Capital City Trust Co. 0.63% Add +8.5% 12,815 $2.8M
Sonata Capital Group Inc. 1.02% Reduce -0.4% 12,813 $2.8M
Anchor Investment Management, LLC 0.23% Reduce -0.6% 12,659 $2.8M
Savvy Advisors, Inc. 0.09% Add +61.1% 12,658 $2.8M
Graetz Wealth LLC 2.53% — 12,657 $2.8M
Nicholson Meyer Capital Management, Inc. 2.10% Reduce -7.3% 12,644 $2.8M
71 West Capital Partners 0.13% — 12,576 $2.8M
Leeward Financial Partners, LLC 0.78% No change 12,561 $2.8M
Focused Alpha, LLC 0.81% — 12,538 $2.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Reduce -4.7% 12,513 $2.7M
Oliver Luxxe Assets LLC 0.42% Add +0.5% 12,512 $2.7M
Burling Wealth Partners, LLC 0.43% Add +2.1% 12,511 $2.7M
Cornell Pochily Investment Advisors, Inc. 0.79% Add +5.5% 12,442 $2.7M
Sunburst Financial Group, LLC 0.55% Reduce -0.3% 12,430 $2.7M
Stock Yards Bank & Trust Co. 0.08% Reduce -3.9% 12,413 $2.7M
Asset One Wealth Management LLC 0.37% — 12,047 $2.7M
Joseph P. Lucia & Associates, LLC 0.98% Add +0.8% 12,319 $2.7M
International Assets Investment Management, LLC 0.19% Reduce -3.6% 12,318 $2.7M
Patton Albertson Miller Group, LLC 0.32% Add +3.8% 12,303 $2.7M
Wellspring Financial Advisors, LLC 0.21% Add +0.8% 12,279 $2.7M
Evercore Wealth Management, LLC 0.04% Reduce -0.1% 12,277 $2.7M
Charter Capital Management, LLC\DE 1.39% No change 12,274 $2.7M
Cornerstone Management, Inc. 0.44% Reduce -1.8% 12,272 $2.7M
Becker Capital Management Inc. 0.08% Reduce -0.8% 12,250 $2.7M
Federation des caisses Desjardins du Quebec 0.01% Reduce -2.8% 12,242 $2.7M
North Star Asset Management Inc. 0.11% Reduce -0.5% 12,240 $2.7M
Vision Retirement, LLC 0.72% — 12,234 $2.7M
Dentgroup LLC 1.85% Reduce -29.0% 12,226 $2.7M
Bulwark Capital Corp 1.91% Reduce -3.2% 12,212 $2.7M
Tandem Capital Management Corp. 1.21% Add +0.0% 12,144 $2.7M
Landmark Wealth Management, LLC 1.02% Reduce -3.7% 12,139 $2.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.06% Add +5.2% 12,129 $2.7M
RFG Advisory, LLC 0.05% Add +53.5% 12,109 $2.7M
Selby Wealth Management, LLC 1.07% — 12,091 $2.7M
Thoroughbred Financial Services, LLC 0.16% Add +13.8% 12,066 $2.7M
AIMZ Investment Advisors, LLC 0.76% Add +22.3% 12,042 $2.6M
Verity & Verity, LLC 0.20% Add +0.6% 12,014 $2.6M
Certified Advisory Corp 0.24% Reduce -12.3% 12,001 $2.6M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.88% Reduce -1.2% 11,966 $2.6M
SageView Advisory Group, LLC 0.09% Reduce -31.4% 11,919 $2.6M
ASO GROUP Ltd 1.02% — 11,880 $2.6M
Van Hulzen Asset Management, LLC 0.19% Reduce -1.0% 11,729 $2.6M
Equity Wealth Partners, LLC 1.66% Reduce -3.8% 11,670 $2.6M
Nicolet Advisory Services, LLC 0.17% Reduce -0.4% 11,357 $2.6M
Advisory Research Inc. 0.32% No change 11,658 $2.6M
Capstone Wealth Management Group LLC 1.55% No change 11,640 $2.6M
Colonial Trust Co / SC 0.34% No change 11,615 $2.6M
CGN Advisors LLC 0.20% Add +0.9% 11,606 $2.6M
Capital Investment Advisory Services, LLC 0.18% Add +1.4% 11,591 $2.5M
Fort Washington Investment Advisors Inc. 0.01% Reduce -26.5% 11,591 $2.5M
Lanark Financial, Inc. 0.19% Reduce -9.3% 11,531 $2.5M
Latitude Advisors, LLC 1.11% Reduce -0.7% 11,524 $2.5M
Emerald Advisors, LLC 0.34% Add +7.8% 11,447 $2.5M
Roberts Glore & Co. Inc. 0.67% Reduce -0.7% 11,443 $2.5M
Weinberger Asset Management, Inc 0.91% Add +5.8% 11,436 $2.5M
Range Advisory, LLC 0.65% — 11,422 $2.5M
GK Wealth Management LLC 1.83% Add +15.3% 11,373 $2.5M
FC Advisory LLC 0.72% Add +0.7% 11,372 $2.5M
Amplius Wealth Advisors, LLC 0.21% Reduce -3.7% 11,349 $2.5M
Wealthcare Capital Partners, LLC 1.17% Add +1.6% 11,338 $2.5M
waypoint wealth counsel 0.91% Add +8.5% 11,335 $2.5M
Madison Asset Management, LLC 0.03% Reduce -0.4% 11,330 $2.5M
Hicks Capital Management LLC 2.50% Reduce -1.1% 11,285 $2.5M
Duncan Williams Asset Management, LLC 0.62% Add +0.8% 10,946 $2.5M
Andrews Advisory Associates, LLC 1.32% — 11,270 $2.5M
Strategic Wealth Partners, Ltd. 0.17% Reduce -7.3% 11,249 $2.5M
West Bancorporation Inc. 1.29% Reduce -1.7% 11,232 $2.5M
Eq Wealth Advisors, LLC 1.45% Reduce -2.0% 11,172 $2.5M
Collective Family Office LLC 0.56% Add +0.3% 11,135 $2.4M
Bfsg, LLC 0.24% Add +174.7% 11,132 $2.4M
Williams Jones Wealth Management, LLC. 0.03% Add +2.9% 11,120 $2.4M
Great Lakes Advisors, LLC 0.02% Reduce -0.8% 11,119 $2.4M
Sage Investment Advisers LLC 1.83% — 11,113 $2.4M
Sage Mountain Advisors LLC 0.13% Add +161.2% 11,077 $2.4M
Atlantic Union Bankshares Corp 0.05% Reduce -3.2% 10,978 $2.4M
Brindle & Bay Financial Advisors, LLC 1.61% — 10,975 $2.4M
Revisor Wealth Management LLC 0.64% Add +146.7% 10,832 $2.4M
Smith Salley Wealth Management 0.12% Reduce -4.0% 10,848 $2.4M
Johnson Bixby & Associates, LLC 0.29% Reduce -15.3% 10,811 $2.4M
Simplicity Wealth,LLC 0.14% Reduce -16.6% 10,769 $2.4M
Pitti Group Wealth Management, LLC 1.94% Add +1.3% 10,745 $2.4M
Perennial Investment Advisors, LLC 0.19% Add +1.6% 10,691 $2.3M
Regions Financial Corp. 0.01% Add +13.3% 10,688 $2.3M
Durante & Waters, LLC 1.62% Add +0.1% 10,599 $2.3M
Black Diamond Financial, LLC 0.24% Add +62.3% 10,445 $2.3M
Tandem Investment Partners LLC 1.93% Reduce -37.2% 10,430 $2.3M
Navis Wealth Advisors, LLC 0.96% Add +43.3% 10,355 $2.3M
Tudor Financial Inc. 1.16% Add +0.5% 10,354 $2.3M
Saxon Interests, Inc. 0.80% Reduce -1.9% 10,327 $2.3M
CJM Wealth Advisers, Ltd. 0.68% Add +1.0% 10,326 $2.3M
Meridian Financial Advisors, LLC 1.24% Reduce -0.6% 10,322 $2.3M
Gerber Kawasaki Wealth & Investment Management 0.08% Add +0.9% 10,318 $2.3M
First PREMIER Bank 0.52% Add +0.3% 10,317 $2.3M
Thayer Partners, LLC / MA 1.10% — 10,277 $2.3M
Crewe Advisors LLC 0.20% Reduce -1.1% 10,246 $2.3M
Acima Private Wealth, LLC 0.70% No change 10,225 $2.2M
LRI Investments, LLC 0.18% Add +1.0% 10,218 $2.2M
Cauble & Harre Wealth Management, Inc. 1.85% — 10,030 $2.2M
BOS Asset Management, LLC 0.59% Add +11.8% 10,027 $2.2M
Colter Lewis Investment Partners LLC 2.55% — 10,014 $2.2M
Thrive Capital Management, LLC 0.49% Add +4.6% 10,006 $2.2M
Robinson Smith Wealth Advisors LLC 1.50% Reduce -2.7% 10,001 $2.2M
Orion Porfolio Solutions, LLC 0.02% Add +18.5% 9,986 $2.2M
Founders Financial Alliance, LLC 0.41% Add +3.8% 9,973 $2.2M
MKT Advisors LLC 0.75% Reduce -2.8% 9,855 $2.2M
Defined Wealth Management, LLC 1.26% Reduce -0.7% 9,948 $2.2M
KDT Advisors, LLC 3.06% No change 9,940 $2.2M
Lowe Brockenbrough & Co. Inc. 0.11% Reduce -0.3% 9,926 $2.2M
Comprehensive Financial Consultants Institutional, Inc. 0.66% Reduce -0.1% 9,924 $2.2M
Bitterroot Capital Advisors LLC 1.49% — 9,912 $2.2M
Ballast Financial Advisors LLC 2.24% — 9,895 $2.2M
Planning Center, Inc. 0.22% Add +2.3% 9,855 $2.2M
MOKAN Wealth Management Inc. 0.96% Add +7.8% 9,844 $2.2M
TPG Advisors LLC 1.34% Add +8.3% 9,824 $2.2M
Cassaday & Co Wealth Management LLC 0.05% Reduce -5.7% 9,822 $2.2M
Financially in Tune, LLC 2.01% — 9,807 $2.2M
Spinnaker Investment Group, LLC 0.39% Reduce -1.1% 9,797 $2.2M
XTX Topco Ltd 0.06% Add +619.8% 9,782 $2.1M
TrueWealth Advisors, LLC 0.56% Add +2.0% 9,770 $2.1M
PGIM Custom Harvest LLC 0.03% Add +16.0% 9,764 $2.1M
RPG Investment Advisory, LLC 0.24% Add +5.0% 9,764 $2.1M
Peck Wealth Management, LLC 2.01% Reduce -0.3% 9,656 $2.1M
Valley Forge Investment Consultants Inc. Adv 0.61% Add +2.2% 9,612 $2.1M
Thompson Davis & Co., Inc. 1.26% Add +0.2% 9,545 $2.1M
Vantage Financial Partners, LLC 0.43% Add +0.7% 9,543 $2.1M
Reynders McVeigh Capital Management, LLC 0.10% Reduce -3.9% 9,514 $2.1M
Discipline Wealth Solutions, LLC 0.39% Add +95.2% 9,479 $2.1M
SC&H Financial Advisors, Inc. 0.32% Add +0.2% 9,479 $2.1M
Members Wealth LLC 1.30% Reduce -4.2% 9,254 $2.1M
IRON Financial LLC 0.95% Add +0.0% 9,448 $2.1M
Asset Allocation Strategies LLC 0.38% Reduce -13.8% 9,448 $2.1M
Novare Capital Management LLC 0.16% Add +1.8% 9,444 $2.1M
Schmidt P J Investment Management Inc. 0.33% Reduce -11.8% 9,355 $2.1M
Round Rock Advisors LLC 0.31% Reduce -0.4% 9,331 $2.1M
Wetzel Investment Advisors, Inc. 0.83% Reduce -0.1% 9,261 $2.0M
Peak Retirement Planning, Inc. 0.48% Add +29.2% 9,251 $2.0M
Pps&v Asset Management Consultants, Inc. 1.18% Reduce -13.7% 9,213 $2.0M
Sweeney & Michel, LLC 0.60% Reduce -0.9% 8,817 $2.0M
Bragg Financial Advisors, Inc 0.07% Add +140.3% 9,163 $2.0M
Note Advisors, LLC 1.03% Add +8.0% 8,995 $2.0M
Centennial Advisors, LLC 2.61% — 9,141 $2.0M
Wedbush Securities Inc. 0.06% Add +12.0% 9,143 $2.0M
Silverlake Wealth Management LLC 0.45% Reduce -2.0% 9,059 $2.0M
Capital Advisors Inc. 0.03% Reduce -0.3% 9,023 $2.0M
Keel Point, LLC 0.12% Add +11.7% 9,012 $2.0M
Ferguson Wellman Capital Management, Inc. 0.03% Reduce -2.9% 8,993 $2.0M
Argo Wealth Advisory, LLC 1.18% — 8,955 $2.0M
Nova R Wealth, Inc. 0.72% Add +0.2% 8,947 $2.0M
Granville Capital, Inc. 1.04% — 8,919 $2.0M
Patten Group, Inc. 0.36% Add +46.7% 8,911 $2.0M
Valor Advisors LLC 1.62% — 8,864 $1.9M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 1.81% — 8,802 $1.9M
Joseph Group Capital Management 0.51% Reduce -0.6% 8,795 $1.9M
Cambridge Financial Group, LLC 0.67% Add +14.8% 9,429 $1.9M
SLT Holdings LLC 1.29% Add +0.9% 8,745 $1.9M
Coppell Advisory Solutions LLC 0.19% Add +1.4% 8,654 $1.9M
Crescent Grove Advisors, LLC 0.18% Add +0.4% 8,717 $1.9M
Vident Advisory, LLC 0.02% Add +6.2% 8,711 $1.9M
AdvisorNet Financial, Inc 0.10% Add +117.7% 8,548 $1.9M
Strategic Investment Solutions, Inc. 0.45% Reduce -18.4% 8,543 $1.9M
Bridgewealth Advisory Group, LLC 0.41% Reduce -3.9% 8,528 $1.9M
Cutler Investment Counsel LLC 0.19% Add +0.8% 8,506 $1.9M
Keudell/Morrison Wealth Management 0.39% — 8,503 $1.9M
Realta Investment Advisors 0.61% Reduce -0.1% 8,467 $1.9M
M.E. Allison & Co., Inc. 1.26% Reduce -2.5% 8,459 $1.9M
truNorth Financial Services, Inc. 2.02% — 8,458 $1.9M
Red Mountain Financial, LLC 1.82% Add +1.4% 8,454 $1.9M
United Services Automobile Association 0.12% Reduce -8.2% 8,426 $1.9M
Jaffetilchin Investment Partners, LLC 0.11% Add +1.9% 8,406 $1.8M
AAFMAA Wealth Management & Trust LLC 0.72% Reduce -10.8% 8,393 $1.8M
Facet Wealth, Inc. 0.03% Add +59.2% 8,237 $1.8M
Talisman Wealth Advisors LLC 1.42% Reduce -5.0% 8,297 $1.8M
Impact Capital Partners LLC 0.54% Reduce -0.9% 8,304 $1.8M
CDKV Holdings LLC 1.52% — 8,266 $1.8M
Asempa Wealth Advisors 1.56% — 8,223 $1.8M
Chicago Capital, LLC 0.04% Reduce -8.4% 8,195 $1.8M
Cape Cod Five Cents Savings Bank 0.16% No change 9,080 $1.8M
BNC Wealth Management, LLC 0.46% Reduce -12.1% 8,174 $1.8M
Versant Capital Management, Inc 0.23% Reduce -0.7% 8,169 $1.8M
Smithbridge Asset Management Inc. 0.15% Add +110.3% 8,134 $1.8M
Invesco Ltd. 0.00% Add +662.1% 8,132 $1.8M
Successful Portfolios LLC 0.91% Add +2.9% 7,935 $1.8M
Madison Park Capital Advisors, LLC 1.44% Reduce -0.6% 8,100 $1.8M
Hartmann Taylor Wealth Management, LLC 1.20% Reduce -2.1% 8,093 $1.8M
WESCAP Management Group, Inc. 0.36% No change 8,083 $1.8M
CFS Investment Advisory Services, LLC 0.13% Reduce -3.9% 8,020 $1.8M
Key Client Fiduciary Advisors, LLC 0.61% Add +1.0% 8,016 $1.8M
Stone Loft Wealth Management LLC 1.65% — 7,977 $1.8M
Odyssey Capital Advisors, Inc. 1.56% — 7,976 $1.8M
Arq Wealth Advisors, LLC 0.47% Reduce -0.5% 7,958 $1.7M
Eastern Bank 0.03% Add +6.4% 7,945 $1.7M
WBH Advisory Inc. 0.13% Reduce -0.5% 7,941 $1.7M
Stanich Group LLC 1.32% Reduce -1.1% 7,941 $1.7M
Old North State Wealth Management, LLC 0.82% Add +0.8% 7,926 $1.7M
VestGen Advisors, LLC 0.07% Reduce -79.4% 7,922 $1.7M
Tradewinds, LLC. 0.42% Add +2.8% 7,918 $1.7M
Oakmont Advisory Group, LLC 1.85% — 7,899 $1.7M
Bokf, NA 0.03% Reduce -6.1% 7,864 $1.7M
Freestone Capital Holdings, LLC 0.05% Reduce -19.2% 7,841 $1.7M
Inspirion Wealth Advisors, LLC 0.21% Reduce -1.5% 7,810 $1.7M
Power Wealth Management LLC 0.60% Reduce -11.6% 7,798 $1.7M
Midwestern Financial, LLC 1.42% Reduce -1.0% 7,794 $1.7M
Kane Investment Management, Inc. 0.83% Reduce -0.5% 7,794 $1.7M
Bluespring Wealth Management, LLC 0.15% Add +0.0% 7,791 $1.7M
Sunbelt Securities, Inc. 0.11% Reduce -23.7% 7,767 $1.7M
Sand Hill Global Advisors, LLC 0.06% Reduce -4.4% 7,715 $1.7M
Insight Advisors, LLC/ PA 0.26% Reduce -4.6% 7,679 $1.7M
Nadler Financial Group, Inc. 0.16% No change 7,669 $1.7M
Larson Financial Group LLC 0.06% Add +13.6% 7,666 $1.7M
Bienville Capital Management, LLC 0.27% Add +0.8% 7,641 $1.7M
Marble Harbor Investment Counsel, LLC 0.18% Add +37.9% 7,638 $1.7M
Traphagen Investment Advisors LLC 0.14% Add +4.5% 7,638 $1.7M
Decker Wealth Management LLC 0.37% — 7,636 $1.7M
Kelman-Lazarov, Inc. 0.24% Add +0.1% 7,614 $1.7M
Ironwood Investment Counsel, LLC 0.23% Add +0.1% 7,611 $1.7M
Horst & Graben Wealth Management LLC 0.25% Add +0.5% 7,606 $1.7M
Roger Wittlin Investment Advisory, LLC 1.17% Reduce -10.3% 7,604 $1.7M
Piedmont Capital Management, LLC 0.84% Add +2.3% 7,512 $1.7M
Capstone Wealth Management Group, LLC 0.69% Reduce -1.6% 7,506 $1.6M
Fortis Capital Advisors, LLC 0.24% Reduce -0.9% 7,499 $1.6M
Baxter Bros Inc. 0.19% Add +2.5% 7,493 $1.6M
Birchcreek Wealth Management, LLC 0.81% No change 7,479 $1.6M
Tarbox Family Office, Inc. 0.26% Reduce -40.5% 7,457 $1.6M
Proficio Capital Partners LLC 0.11% Add +0.5% 7,411 $1.6M
Lake Street Private Wealth, LLC 0.20% Add +2.5% 7,376 $1.6M
First American Bank 0.10% No change 7,334 $1.6M
Mystic Asset Management, Inc. 0.36% Add +1.0% 7,328 $1.6M
MOR Wealth Management, LLC 0.74% — 7,322 $1.6M
Arbor Wealth Advisors LLC 1.15% Add +0.3% 7,311 $1.6M
Debussy Capital Management LP 0.22% Reduce -1.2% 7,295 $1.6M
Carret Asset Management, LLC 0.15% Add +0.5% 7,291 $1.6M
Monograph Wealth Advisors, LLC 0.16% Add +4.5% 7,285 $1.6M
Compass Financial Services Inc 0.69% Reduce -1.0% 7,271 $1.6M
Atria Investments, Inc 0.02% Add +10.2% 7,264 $1.6M
Moneco Advisors, LLC 0.13% Add +0.5% 7,225 $1.6M
Duncker Streett & Co. Inc. 0.28% Reduce -4.0% 7,217 $1.6M
Darrow Company, Inc. 0.71% No change 7,185 $1.6M
Forum Financial Management, LP 0.02% Add +2.6% 7,166 $1.6M
Richard C. Young & CO., LTD. 0.14% Reduce -1.9% 7,158 $1.6M
Bluesphere Advisors LLC 0.69% Add +12.2% 7,147 $1.6M
OneAscent Financial Services LLC 0.14% Reduce -72.2% 7,134 $1.6M
Sagace Wealth Management LLC 1.06% Add +0.8% 7,101 $1.6M
Callan Family Office, LLC 0.03% Add +5.7% 7,097 $1.6M
TAGStone Capital, Inc. 0.58% Add +5.6% 7,083 $1.6M
HORAN Wealth, LLC 0.24% Add +4.0% 7,074 $1.6M
Essex Bank 0.34% Add +3.5% 7,049 $1.5M
Wolff Financial Management LLC 0.35% Add +13.5% 7,020 $1.5M
Lansing Street Advisors 0.39% Add +0.3% 6,983 $1.5M
ORG Partners LLC 0.27% Add +3.5% 6,981 $1.5M
Townsend Asset Management Corp. /NC/ 0.54% Add +0.4% 6,952 $1.5M
Integras Partners LLC 1.22% Reduce -0.7% 6,860 $1.5M
Catalina Capital Group, LLC 0.92% Reduce -0.3% 6,856 $1.5M
Trevian Wealth Management LLC 0.71% New 6,822 $1.5M
Valeo Financial Advisors, LLC 0.03% Add +4.7% 6,801 $1.5M
Integrity Investment Advisors, LLC 0.82% Add +565.1% 6,784 $1.5M
KLCM Advisors, Inc. 0.13% New 6,779 $1.5M
Petix & Botte Co 0.34% Reduce -1.4% 6,771 $1.5M
Biltmore Family Office, LLC 0.21% Add +3.0% 6,771 $1.5M
Wesbanco Bank Inc. 0.04% Reduce -8.8% 6,749 $1.5M
Crux Wealth Advisors 0.55% Add +0.8% 6,742 $1.5M
Everett Harris & Co. 0.02% Reduce -0.4% 6,740 $1.5M
Aries Wealth Management 0.33% Reduce -1.3% 6,735 $1.5M
Frank, Rimerman Advisors LLC 0.09% Add +0.1% 6,728 $1.5M
Atlantic Edge Private Wealth Management, LLC 0.37% Reduce -11.5% 6,705 $1.5M
Catalyst Financial Partners LLC 0.16% Reduce -0.0% 6,698 $1.5M
Avior Wealth Management, LLC 0.05% Reduce -5.6% 6,687 $1.5M
Weik Capital Management 0.55% Add +0.2% 6,685 $1.5M
Mascagni Wealth Management, Inc. 1.09% Reduce -0.5% 6,655 $1.5M
Douglass Winthrop Advisors, LLC 0.03% No change 6,650 $1.5M
Manhattan West Asset Management, LLC 0.30% Reduce -5.2% 6,646 $1.5M
Destination Wealth Management 0.04% Add +148.5% 6,643 $1.5M
Bravias Capital Group, LLC 0.88% Add +46.9% 6,624 $1.5M
Godshalk Welsh Capital Management, Inc. 0.83% Reduce -0.2% 6,614 $1.5M
Fortitude Advisory Group L.L.C. 0.62% Add +6.0% 6,613 $1.5M
Adkins Seale Capital Management LLC 1.44% — 6,609 $1.5M
XML Financial, LLC 0.12% Add +3.6% 6,600 $1.5M
Orser Capital Management, LLC 0.82% Add +30.3% 6,575 $1.4M
Aua Capital Management, LLC 0.72% No change 6,574 $1.4M
Core Wealth Advisors, Inc. 0.37% Add +12.6% 6,570 $1.4M
Community Bank, N.A. 0.17% Reduce -2.6% 6,535 $1.4M
Rockland Trust Co. 0.06% Add +15.2% 6,525 $1.4M
Wexford Capital LP 0.37% No change 6,524 $1.4M
Sovereign Financial Group, Inc. 0.26% Add +1.8% 6,522 $1.4M
Saxony Capital Management, LLC 0.88% Reduce -11.5% 6,501 $1.4M
Busey Bank 0.04% Add +9.3% 6,485 $1.4M
Daymark Wealth Partners, LLC 0.05% Add +5.5% 6,482 $1.4M
Rothschild Wealth LLC 0.14% New 6,458 $1.4M
RDA Financial Network 0.34% Reduce -0.3% 6,457 $1.4M
Christensen, King & Associates Investment Services, Inc. 0.61% Add +3.7% 6,454 $1.4M
Keeler & Nadler Financial Planning & Wealth Management 0.49% Add +0.7% 6,451 $1.4M
Well Done, LLC 0.21% Reduce -6.2% 6,446 $1.4M
Mayfair Advisory Group, LLC 0.55% Add +1.1% 6,410 $1.4M
C M Bidwell & Associates Ltd. 0.67% Add +1.8% 6,412 $1.4M
First Citizens Bank & Trust Co. 0.03% Add +4.5% 6,411 $1.4M
Austin Private Wealth, LLC 0.11% Reduce -0.4% 6,410 $1.4M
RIA Advisory Group LLC 0.34% Add +188.9% 6,377 $1.4M
Syverson Strege & Co 0.33% No change 6,336 $1.4M
Institute for Wealth Management, LLC. 0.15% Reduce -14.1% 6,324 $1.4M
Ethos Financial Group, LLC 0.10% Add +7.5% 6,312 $1.4M
BCS Wealth Management 0.14% Add +100.0% 6,306 $1.4M
Cantor Fitzgerald Investment Advisors L.P. 0.10% No change 6,290 $1.4M
Beacon Capital Management, LLC 0.21% Add +0.5% 6,289 $1.4M
Silver Lake Advisory, LLC 0.54% Add +6.3% 6,280 $1.4M
GWN Securities Inc. 0.28% Add +14.2% 6,257 $1.4M
MFA Wealth Services 0.93% Reduce -1.1% 6,257 $1.4M
Dempze Nancy E 0.71% No change 6,231 $1.4M
Fiduciary Family Office, LLC 0.39% No change 6,214 $1.4M
Horizon Wealth Management, LLC 0.21% Add +2.0% 6,213 $1.4M
Nilsine Partners, LLC 0.12% Add +9.5% 6,210 $1.4M
Berger Financial Group, Inc 0.08% Add +26.7% 6,200 $1.4M
BlueChip Wealth Advisors LLC 0.57% Reduce -7.7% 6,127 $1.3M
Angeles Wealth Management, LLC 0.07% Reduce -28.4% 6,127 $1.3M
Abacus Wealth Partners, LLC 0.13% Add +0.5% 6,099 $1.3M
Carson Advisory Inc. 0.70% Add +8.2% 6,096 $1.3M
McAdam, LLC 0.06% Add +1.0% 6,094 $1.3M
Cooper/Haims Advisors, LLC 0.61% No change 6,086 $1.3M
Gutierrez Wealth Advisory, LLC 0.84% Add +0.8% 6,077 $1.3M
Ascent Group, LLC 0.05% Add +1.7% 6,072 $1.3M
Ignite Planners, LLC 0.20% Add +0.5% 5,953 $1.3M
Conning Inc. 0.05% No change 6,050 $1.3M
Philip James Wealth Mangement, LLC 0.16% Reduce -0.8% 6,043 $1.3M
Tenret Co LLC 0.67% No change 6,040 $1.3M
Ashton Thomas Securities, LLC 0.25% Reduce -2.6% 6,027 $1.3M
Hershey Financial Advisers, LLC 1.12% New 6,026 $1.3M
Private Management Group Inc. 0.04% No change 6,024 $1.3M
Decker Retirement Planning Inc. 0.66% Reduce -3.6% 6,023 $1.3M
Highview Capital Management LLC 0.47% Reduce -0.4% 6,015 $1.3M
Harmony Asset Management LLC 0.44% Reduce -4.7% 6,009 $1.3M
Fiduciary Group, LLC 0.11% Add +7.2% 6,006 $1.3M
Littlejohn Financial Services, Inc. 0.97% Reduce -3.0% 6,002 $1.3M
Evernest Financial Advisors, LLC 0.28% Add +0.5% 5,740 $1.3M
American State Bank (Iowa) 0.63% Reduce -0.8% 5,976 $1.3M
Calton & Associates, Inc. 0.19% Add +10.0% 5,976 $1.3M
Clear Point Advisors Inc. 1.02% Reduce -1.4% 5,965 $1.3M
Churchill Financial Advisors, LLC 0.40% — 5,952 $1.3M
Essex LLC 0.23% Add +0.8% 5,915 $1.3M
Redwood Family Wealth LLC 1.28% — 5,912 $1.3M
Quaker Wealth Management, LLC 0.41% Add +0.6% 5,897 $1.3M
Creative Financial Designs Inc. 0.08% Add +1.3% 5,895 $1.3M
Objective Capital Management, LLC 1.32% Add +0.1% 5,884 $1.3M
Luminvest Wealth Management LLC 0.36% Reduce -3.5% 5,836 $1.3M
Evexia Wealth LLC 0.36% Add +10.2% 5,699 $1.3M
Ridge Creek Global, Inc 1.07% — 5,825 $1.3M
Invst, LLC 0.14% Reduce -1.1% 5,823 $1.3M
Evergreen Advisors, LLC 0.31% — 5,804 $1.3M
RVW Wealth, LLC 0.10% Reduce -5.9% 5,801 $1.3M
LCNB Corp. 0.43% Reduce -1.8% 5,800 $1.3M
Fortis Group Advisors, LLC 0.21% Reduce -37.0% 5,693 $1.3M
KOM Wealth Management Group, LLC 0.90% Add +1.9% 5,781 $1.3M
Leonard Rickey Investment Advisors P.L.L.C. 0.23% Add +0.1% 5,740 $1.3M
Alliancebernstein L.P. 0.00% New 5,733 $1.3M
Aureus Asset Management, LLC 0.08% Add +54.2% 5,726 $1.3M
Ledgewood Wealth Advisors, LLC 0.72% No change 5,720 $1.3M
DBK Financial Counsel, LLC 0.96% No change 5,704 $1.3M
Collaborative Wealth Managment Inc. 0.44% Reduce -0.5% 5,704 $1.3M
Strategic Financial Services, Inc. 0.06% Add +4.1% 5,458 $1.3M
Keystone Global Partners, LLC 0.55% Reduce -2.1% 5,697 $1.3M
Everhart Financial Group, Inc. 0.12% Add +0.3% 5,690 $1.3M
Investment Planning Advisors, Inc. 0.36% Add +0.1% 5,686 $1.2M
Marathon Wealth Advisors LLC 0.50% — 5,676 $1.2M
Klingman & Associates, LLC 0.06% Reduce -16.5% 5,675 $1.2M
ERn Financial, LLC 0.23% Reduce -0.4% 5,670 $1.2M
Gallacher Capital Management LLC 0.48% Add +0.1% 5,653 $1.2M
WealthCare Investment Partners, LLC 0.36% Reduce -0.1% 5,614 $1.2M
Catalyst Investment Management LLC 1.17% — 5,609 $1.2M
Blossom Wealth Management 2.03% Reduce -0.9% 5,594 $1.2M
Legacy Trust 0.23% Add +25.0% 5,592 $1.2M
Front Row Advisors LLC 0.41% Add +1.8% 5,587 $1.2M
Approach Retirement Advisors, LLC 1.06% — 5,584 $1.2M
Schrum Private Wealth Management LLC 0.91% Add +9.7% 5,583 $1.2M
OakTrust Wealth Advisors, LLC 1.13% — 5,576 $1.2M
BTG Pactual Asset Management US LLC 0.14% No change 5,985 $1.2M
Towerpoint Wealth, LLC 0.48% Add +1.6% 5,567 $1.2M
Sepio Capital, LP 0.07% Reduce -37.0% 5,566 $1.2M
Excalibur Management Corp. 0.44% Add +39.4% 5,565 $1.2M
Gradient Capital Advisors, LLC 0.31% Reduce -1.1% 5,530 $1.2M
Bayban 1.07% — 5,516 $1.2M
First Bancorp, Inc 0.64% No change 5,508 $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. 0.23% No change 5,493 $1.2M
Trifecta Capital Advisors, LLC 0.18% Reduce -2.5% 5,491 $1.2M
Root Financial Partners, LLC 0.06% Add +83.7% 5,486 $1.2M
Claris Financial LLC 0.64% Reduce -1.3% 5,470 $1.2M
Palisade Asset Management, LLC 0.12% Reduce -3.0% 5,457 $1.2M
RiverFront Investment Group, LLC 0.02% Add +3.1% 5,452 $1.2M
RM Financial Services, LLC 1.06% — 5,438 $1.2M
Webster Bank, N. A. 0.11% Reduce -0.3% 5,425 $1.2M
Bridges Investment Management Inc. 0.02% Add +8.6% 5,425 $1.2M
Secure Asset Management, LLC 0.19% Reduce -3.6% 5,423 $1.2M
Sage Capital Advisors,llc 0.28% Add +0.1% 5,417 $1.2M
Mitchell McLeod Pugh & Williams Inc. 0.17% Add +29.2% 5,131 $1.2M
Great Diamond Partners, LLC 0.23% Reduce -4.4% 5,360 $1.2M
Tsfg, LLC 0.18% Reduce -4.7% 5,352 $1.2M
Wiser Wealth Management, Inc 0.26% Add +1.8% 5,332 $1.2M
Sutton Place Investors LLC 0.64% No change 5,311 $1.2M
Moody LYNN Lieberson & Walker, LLC 0.06% No change 5,307 $1.2M
Viawealth, LLC 0.65% Reduce -3.7% 5,279 $1.2M
Silver Oak Wealth Advisors Services, LLC 0.75% Add +0.2% 5,265 $1.2M
Guardsman Private Capital Management, Inc. 0.92% — 5,250 $1.2M
DF Dent & Co. Inc. 0.02% Add +4.3% 5,249 $1.2M
Wealth Dimensions Group, Ltd. 0.23% Reduce -1.6% 5,244 $1.2M
Perkins Coie Trust Co 0.21% Add +134.7% 5,228 $1.1M
Union Savings Bank 0.50% — 5,228 $1.1M
Mayport, LLC 0.23% Add +189.2% 5,225 $1.1M
Financial Partners Group, Inc 0.13% Reduce -2.5% 5,124 $1.1M
Urban Wealth Management, LLC 1.07% — 5,216 $1.1M
Accredited Investors Inc. 0.06% Reduce -4.2% 5,214 $1.1M
O'ROURKE & COMPANY, Inc 0.44% Reduce -2.3% 5,199 $1.1M
Trademark Financial Management, LLC 0.63% Add +1.0% 5,186 $1.1M
Mosaic Family Wealth Partners, LLC 0.12% No change 5,178 $1.1M
Avidian Wealth Enterprises, LLC 0.04% Add +1.0% 5,166 $1.1M
Councilor Wealth, LLC 0.54% Add +8.6% 5,163 $1.1M
Revolve Wealth Partners, LLC 0.13% Reduce -0.4% 5,147 $1.1M
Cypress Capital Group 0.13% Add +14.9% 5,133 $1.1M
VeraBank, N.A. 0.20% Add +47.4% 5,123 $1.1M
Partners Capital Investment Group, LLP 0.04% Add +0.8% 5,114 $1.1M
Medallion Wealth Advisors, LLC 0.38% Reduce -5.7% 5,112 $1.1M
Broyhill Asset Management, LLC 0.98% Add +3.0% 5,087 $1.1M
Passumpsic Savings Bank 0.61% — 5,055 $1.1M
Turn8 Private Wealth Inc. 0.80% Add +0.2% 5,051 $1.1M
Burk Holdings LLC 0.53% No change 5,050 $1.1M
Center for Financial Planning, Inc. 0.12% Add +5.1% 5,043 $1.1M
Linden Thomas Advisory Services, LLC 0.11% New 5,009 $1.1M
Camden National Bank 0.15% Add +25.0% 5,006 $1.1M
Beta Wealth Group, Inc. 0.44% Reduce -14.5% 5,001 $1.1M
Indiana Trust & Investment Management Co 0.32% No change 4,995 $1.1M
Simmons Bank 0.07% Reduce -2.4% 4,987 $1.1M
Burke & Herbert Bank & Trust Co. 0.30% Reduce -1.2% 4,984 $1.1M
Fisher Asset Management 0.00% Add +4.3% 4,978 $1.1M
Pacific Point Advisors, LLC 0.59% Add +131.9% 4,978 $1.1M
Summit Financial Wealth Advisors, LLC 0.16% No change 4,960 $1.1M
Rockingstone Advisors LLC 0.50% Add +21.3% 4,946 $1.1M
Advisor Resource Council 0.39% New 4,789 $1.1M
MA Private Wealth 0.18% No change 4,926 $1.1M
Trueblood Wealth Management, LLC 0.42% Add +5.9% 4,921 $1.1M
Trace Wealth Advisors, LLC 0.78% New 4,918 $1.1M
Fulton Bank, N.A. 0.04% Add +14.7% 4,913 $1.1M
National Wealth Management Group, LLC 0.37% Reduce -4.2% 4,906 $1.1M
Barnes Wealth Management Group, Inc 0.58% Reduce -11.2% 4,890 $1.1M
FF Advisors,LLC 0.48% Add +47.3% 4,880 $1.1M
Blake Schutter Theil Wealth Advisors, LLC 0.88% Add +0.1% 4,876 $1.1M
Principal Securities, Inc. 0.02% Add +12.0% 4,869 $1.1M
Hamilton Wealth, LLC 0.20% Add +209.1% 4,865 $1.1M
Cranbrook Wealth Management, LLC 0.21% No change 4,863 $1.1M
Roxbury Financial LLC 0.96% Add +0.5% 4,857 $1.1M
GAMCO Investors 0.01% No change 4,854 $1.1M
Independent Wealth Network Inc. 0.33% Reduce -2.5% 4,834 $1.1M
Townsquare Capital LLC 0.24% Reduce -32.4% 4,820 $1.1M
Grey Ledge Advisors, LLC 0.24% Add +0.0% 4,808 $1.1M
Midway Capital Research & Management 1.03% — 4,804 $1.1M
J2 Capital Management Inc 0.77% Add +4.5% 4,783 $1.1M
Foster Victor Wealth Advisors, LLC 0.06% Reduce -0.1% 4,652 $1.0M
Capital Squared Financial LLC 0.82% Add +19.3% 4,763 $1.0M
Maple Capital Management, Inc. 0.07% Reduce -3.3% 4,748 $1.0M
Clark Capital Management Group, Inc. 0.01% Add +110.9% 4,734 $1.0M
Jag Capital Management, LLC 0.11% No change 4,728 $1.0M
Orgel Wealth Management, LLC 0.02% Add +5.3% 4,724 $1.0M
Sawgrass Asset Management LLC 0.13% No change 4,715 $1.0M
Northwest Wealth Management, LLC 0.16% Reduce -6.3% 4,708 $1.0M
Occidental Asset Management, LLC 0.12% Add +0.9% 4,699 $1.0M
Rossmore Private Capital 0.09% Add +0.0% 4,681 $1.0M
U.S. Capital Wealth Advisors, LLC 0.03% Add +4.1% 4,671 $1.0M
Allspring Global Investments Holdings, LLC 0.00% Add +289.2% 4,616 $1.0M
WealthPlan Investment Management, LLC 0.07% Reduce -2.0% 4,649 $1.0M
Canal Capital Management, LLC 0.14% Add +4.1% 4,641 $1.0M
Unify Financial Advisors 1.06% — 4,630 $1.0M
Sage Rhino Capital LLC 0.19% No change 4,622 $1.0M
Rockwood Wealth Management, LLC 0.08% Add +31.7% 4,608 $1.0M
Badgley Phelps Wealth Managers, LLC 0.02% Add +15.7% 4,576 $1.0M
Greenleaf Trust 0.01% Add +14.4% 4,554 $1.0M
Vicus Capital 0.07% Add +7.8% 4,547 $999K
Morling Financial Advisors, LLC 0.31% Add +0.9% 4,538 $997K
Patten & Patten Inc. 0.06% Add +0.1% 4,536 $997K
Elm Partners Management LLC 0.05% Add +26.0% 4,521 $994K
Newman Dignan & Sheerar, Inc. 0.21% Reduce -0.5% 4,520 $993K
Continuum Advisory, LLC 0.10% Reduce -0.8% 4,517 $993K
Legacy Financial Strategies, LLC 0.18% Add +0.0% 4,517 $993K
LongView Wealth Management 0.24% Reduce -5.8% 4,397 $992K
Flagship Wealth Advisors, LLC 0.29% Add +0.5% 4,514 $992K
Millennium Capital Advisors, LLC 0.59% Reduce -5.3% 4,513 $992K
Anderson Hoagland & Co. 0.09% No change 4,498 $989K
Integris Wealth Management, LLC 0.22% No change 4,494 $988K
Sfmg, LLC 0.07% Add +70.2% 4,493 $987K
Portside Wealth Group, LLC 0.13% Reduce -1.6% 4,492 $987K
Agate Pass Investment Management, LLC 0.37% Reduce -1.5% 4,477 $984K
Independent Advisor Alliance 0.02% Add +1.4% 4,467 $982K
RTD Financial Advisors, Inc. 0.12% No change 4,464 $981K
SOL Capital Management CO 0.09% Reduce -1.6% 4,460 $980K
Mason Investment Advisory Services, Inc. 0.05% Reduce -6.4% 4,449 $978K
CWA Asset Management Group, LLC 0.04% Add +0.6% 4,435 $975K
Chancellor Financial Group WB LP 0.67% Add +1.4% 4,433 $974K
Keating Financial Advisory Services, Inc. 0.13% — 4,432 $974K
Boston Trust Walden Corp 0.01% No change 4,426 $973K
Westmount Partners, LLC 0.24% Add +0.0% 4,426 $973K
Pettinga Financial Advisors LLC 0.18% Add +2.7% 4,419 $971K
Neuberger Berman Group LLC 0.00% Add +17.5% 4,418 $971K
JRM Investment Counsel, LLC 0.28% Add +3.3% 4,416 $971K
Alchemi Wealth, LLC 0.53% — 4,386 $964K
Pasadena Private Wealth, LLC 0.13% Reduce -1.7% 4,384 $964K
Hobart Private Capital, LLC 0.19% Reduce -0.4% 4,380 $963K
Wilmington Savings Fund Society, FSB 0.02% Reduce -4.1% 4,373 $961K
Atlas Legacy Advisors, LLC 0.17% No change 4,345 $955K
Canandaigua National Bank & Trust Co. 0.09% Reduce -0.6% 4,345 $955K
BOK Financial Private Wealth, Inc. 0.06% No change 4,338 $953K
Patrick M Sweeney & Associates, Inc. 0.59% Add +1.8% 4,313 $948K
Coastal Bridge Advisors, LLC 0.07% Add +14.3% 4,302 $945K
Mark Sheptoff Financial Planning, LLC 0.45% Add +20.9% 4,291 $943K
EdgeRock Capital LLC 0.25% No change 4,269 $938K
HighRoad Wealth Advisors, LLC 0.89% — 4,264 $937K
Thompson David Blair 0.53% — 4,256 $935K
Anson Capital, Inc. 0.68% Reduce -0.3% 4,254 $935K
Melfa Wealth Management, Inc. 0.54% No change 4,249 $934K
Capital Management Associates, Inc 0.21% Add +0.5% 4,245 $933K
LVM Capital Management Ltd. 0.09% Add +3.7% 4,241 $932K
TruWealth Advisors, LLC 0.05% Reduce -11.1% 4,239 $932K
Redhawk Wealth Advisors, Inc. 0.10% Add +1.3% 4,219 $927K
TCV Trust & Wealth Management, Inc. 0.07% Add +19.9% 4,182 $919K
Financial Enhancement Group LLC 0.12% Add +1.5% 4,105 $919K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.32% Add +8234.0% 4,167 $916K
Appleton Partners Inc. 0.06% Reduce -2.2% 4,165 $915K
Vaughan David Investments LLC 0.02% Reduce -7.8% 4,163 $915K
Sterling Investment Advisors, Ltd. 0.17% Add +0.1% 4,145 $911K
MassMutual Private Wealth & Trust, FSB 0.02% Reduce -2.0% 4,143 $911K
Future Financial Wealth Managment LLC 0.61% Reduce -1.8% 4,097 $909K
Willner & Heller, LLC 0.65% Add +0.1% 4,133 $908K
SVRN Asset Management, LLC 0.74% — 4,083 $897K
Cedarwood Wealth LLC 1.00% — 3,981 $894K
Brooklyn Investment Group 0.04% Add +58.7% 4,013 $890K
Cordoba Advisory Partners LLC 0.22% — 4,038 $887K
Sequent Planning LLC 0.22% Add +0.8% 4,007 $881K
Trilogy Capital Inc. 0.04% Add +16.6% 3,993 $878K
Bison Wealth, LLC 0.10% Add +268.4% 4,119 $877K
Ascent Wealth Partners, LLC 0.10% No change 3,968 $872K
Magnolia Capital Advisors LLC 0.18% Add +79.0% 3,957 $870K
Independence Financial Advisors, LLC 0.24% Add +0.3% 3,951 $868K
Am Investment Strategies LLC 0.18% No change 3,943 $867K
BlueStem Wealth Partners, LLC 0.10% Reduce -2.5% 3,937 $865K
Accurate Wealth Management, LLC 0.11% Reduce -9.5% 3,840 $863K
Koa Wealth Management, LLC 0.59% Reduce -4.0% 3,904 $858K
Alteri Wealth LLC 0.28% Add +20.5% 3,901 $857K
Thrive Wealth Management, LLC 0.13% Add +2.0% 3,888 $855K
Van Den Berg Management I, Inc. 0.20% Reduce -4.8% 3,885 $854K
Christine Messmer PC 0.56% — 3,879 $853K
Hopwood Nicholas Hunter 0.28% — 3,877 $852K
Northwest Wealth Advisors, LLC 0.66% — 3,871 $851K
TCI Wealth Advisors, Inc. 0.05% Reduce -29.1% 3,870 $851K
St. Louis Trust Co 0.10% No change 3,870 $851K
Mechanics Bank Trust Department 0.11% Add +7.0% 3,870 $851K
Ring Mountain Capital, LLC 0.44% Reduce -2.3% 3,764 $849K
3Chopt Investment Partners, LLC 0.19% Add +1.5% 3,859 $848K
Brown Miller Wealth Management, LLC 0.23% Reduce -17.6% 3,858 $848K
Park National Corp. 0.03% Reduce -4.7% 3,855 $847K
Bolthouse Investments, LLC 0.75% No change 3,846 $845K
OMNI 360 Wealth, Inc. 0.43% Add +1.2% 3,762 $845K
Missouri Trust & Investment Co 0.25% Reduce -2.0% 3,843 $845K
Nautilus Advisors LLC 0.55% Reduce -0.5% 3,830 $842K
Bearing Point Capital, LLC 0.13% New 3,824 $840K
Glenview Trust Co 0.01% Add +6.0% 3,812 $838K
Intrust Bank NA 0.07% No change 3,799 $835K
Russell Investments Group, Ltd. 0.00% Add +11.6% 3,780 $831K
Cannell & Spears LLC 0.02% Add +26.4% 3,768 $828K
Calamos Wealth Management LLC 0.03% No change 3,765 $827K
Hilltop Holdings Inc. 0.05% Reduce -9.0% 3,762 $827K
Lutz Financial Services LLC 0.06% No change 3,760 $826K
Balanced Wealth Group LLC 0.30% Reduce -0.3% 3,810 $826K
Arcus Capital Partners, LLC 0.30% Add +0.2% 3,756 $826K
Avaii Wealth Management, LLC 0.30% Reduce -0.2% 3,750 $824K
Seaside Wealth Management, Inc. 0.23% Add +0.8% 3,747 $824K
Great Lakes Retirement, Inc. 0.09% Add +10.3% 3,746 $823K
Cordatus Wealth Management LLC 0.19% New 3,744 $823K
Aventus Investment Advisors, Inc. 0.67% Reduce -4.1% 3,742 $822K
NewCorp Financial Services, Inc. 0.73% — 3,733 $820K
Gemmer Asset Management LLC 0.06% Reduce -0.3% 3,727 $819K
Samalin Investment Counsel, LLC 0.29% Add +0.2% 3,717 $817K
Integrity Financial Corp 0.41% Reduce -57.2% 3,712 $816K
Prospect Financial Group LLC 0.76% Reduce -1.7% 3,705 $814K
Courier Capital LLC 0.05% Add +0.1% 3,705 $814K
Worth Financial Advisory Group, LLC 0.39% Reduce -0.1% 3,698 $813K
Topsail Wealth Management, LLC 0.12% Add +0.5% 3,697 $812K
Pine Valley Investments Ltd Liability Co 0.04% Add +32.7% 3,695 $812K
Magnus Financial Group LLC 0.06% Add +12.3% 3,693 $812K
Ransom Advisory, Ltd 0.32% New 3,670 $807K
Synergy Asset Management, LLC 0.08% Reduce -66.6% 3,663 $805K
LBMC Investment Advisors, LLC 0.05% Add +0.3% 3,661 $805K
Bay Capital Advisors, LLC 0.49% No change 3,660 $804K
Sendero Wealth Management, LLC 0.09% New 3,657 $804K
Elser Financial Planning, Inc 0.58% No change 3,652 $803K
Strategic Wealth Investment Group, LLC 0.10% Reduce -34.8% 3,652 $803K
CoreCap Advisors, LLC 0.03% Reduce -15.0% 3,652 $803K
Fairview Capital Investment Management, LLC 0.04% Reduce -2.7% 3,647 $802K
First Growth Capital LLC 0.71% — 3,495 $802K
IFG Advisors, LLC 0.13% Reduce -36.2% 3,643 $801K
Wood Tarver Financial Group, LLC 0.22% Reduce -1.7% 3,633 $798K
Pinkerton Wealth, LLC 0.08% New 3,629 $798K
True Freedom Investing, LLC 0.05% New 3,629 $798K
Valued Retirements, Inc. 0.78% Add +2.1% 3,614 $794K
Ameriflex Group, Inc. 0.41% Reduce -49.0% 3,610 $793K
James J. Burns & Company, LLC 0.11% Add +77.8% 3,597 $791K
Westbourne Investments, Inc. 0.37% Reduce -5.5% 3,590 $789K
Smithfield Trust Co 0.03% Reduce -1.7% 3,591 $789K
Telos Capital Management, Inc. 0.07% Reduce -41.6% 3,585 $788K
Adapt Wealth Advisors, LLC 0.27% Add +7.1% 3,575 $786K
Ballast Rock Private Wealth LLC 0.49% — 3,575 $786K
Heritage Financial Services, LLC 0.07% Add +0.6% 3,574 $785K
Wealth Group Ltd 0.18% Reduce -0.1% 3,573 $785K
Kathmere Capital Management, LLC 0.05% Reduce -12.4% 3,567 $784K
Financial Life Planners 0.56% Add +0.8% 3,562 $783K
Prospera Capital Management, LLC 0.39% Reduce -16.9% 3,544 $779K
Plante Moran Financial Advisors, LLC 0.05% Reduce -0.7% 3,540 $778K
Obermeyer Wealth Partners 0.04% No change 3,536 $777K
Matrix Asset Advisors Inc. 0.07% Add +0.6% 3,535 $777K
Hanson & Doremus Investment Management 0.09% Add +33.9% 3,529 $776K
Sherry Group, Inc. 0.81% — 3,500 $775K
Rossby Financial, LCC 0.24% Add +398.9% 3,522 $774K
Rockbridge Investment Management, LCC 0.07% No change 3,518 $773K
Frisch Financial Group, Inc. 0.17% Add +0.8% 3,512 $772K
Olde Wealth Management, LLC 0.24% Add +0.2% 3,508 $770K
Leading Edge Financial Planning LLC 0.18% Reduce -2.8% 3,498 $769K
Legacy Private Trust Co. 0.05% Reduce -5.4% 3,487 $766K
Sage Capital Management, LLC 0.35% Add +0.4% 3,463 $761K
Radnor Capital Management, LLC 0.11% No change 3,459 $760K
Schaeffer Financial LLC 0.66% Reduce -1.0% 3,441 $756K
Lantern Wealth Advisors, LLC 0.40% Reduce -85.8% 3,441 $756K
2UniFi Bank 0.36% No change 3,440 $756K
Three Bridge Wealth Advisors, LLC 0.20% Reduce -4.4% 3,429 $754K
Liberty Square Wealth Partners LLC 0.21% Reduce -44.6% 3,426 $753K
Financial Advisors Network, Inc. 0.10% Add +2.4% 3,421 $752K
Kennedy Investment Group, Inc. 0.28% Add +11.6% 3,410 $749K
Valley National Advisers Inc. 0.10% No change 3,404 $748K
Foster & Motley Inc. 0.04% Add +3.7% 3,404 $748K
Grove Bank & Trust 0.08% Reduce -6.1% 3,402 $748K
Brandywine Oak Private Wealth LLC 0.06% Add +20.2% 3,402 $748K
AlTi Global, Inc. 0.02% Add +6.3% 3,401 $748K
Boltwood Capital Management 0.19% Reduce -0.2% 3,400 $747K
Saiph Capital, LLC 0.27% Reduce -1.2% 3,398 $747K
Advantage Trust Co 0.34% No change 3,388 $745K
Eagle Rock Investment Company, LLC 0.10% Add +57.9% 3,379 $743K
OneAscent Wealth Management LLC 0.25% Reduce -4.5% 3,378 $742K
Capital Asset Advisory Services LLC 0.03% Reduce -2.3% 3,309 $741K
Trustmark Bank Trust Department 0.05% Reduce -8.2% 3,370 $741K
Aerodigm Wealth, LLC 0.29% Add +0.4% 3,369 $741K
Summit Wealth Group LLC / Co. 0.10% New 3,369 $740K
Wick Capital Partners, LLC 0.13% Reduce -4.8% 3,366 $740K
Thompson Siegel & Walmsley LLC 0.01% Reduce -4.0% 3,363 $739K
Richard W. Paul & Associates, LLC 0.24% Reduce -6.0% 3,354 $737K
Wealthquest Corp 0.06% New 3,353 $737K
Pine Harbor Wealth Management, LLC 0.22% Reduce -8.1% 3,336 $733K
Flagstone Financial Management 0.19% Reduce -14.7% 3,331 $732K
Clarity Wealth Development LLC 0.62% Add +2.2% 3,318 $729K
Nordwand Advisors, LLC 0.13% Reduce -1.2% 3,310 $727K
Vanguard Personalized Indexing Management, LLC 0.01% Add +1.8% 3,308 $727K
Silver Oak Securities, Incorporated 0.05% Reduce -8.1% 3,282 $727K
Independence Bank of Kentucky 0.09% Reduce -5.7% 3,302 $726K
DB&C Advisors, LLC 0.91% — 3,298 $725K
Hilltop National Bank 0.17% Add +1.7% 3,290 $723K
Oxford Financial Group, LTD. LLC 0.04% Add +14.0% 3,281 $721K
HFG Advisors, Inc. 0.52% No change 3,260 $716K
Texas Yale Capital Corp. 0.02% No change 3,246 $713K
JGP Wealth Management, LLC 0.07% Reduce -0.5% 3,234 $711K
Avion Wealth 0.15% Add +0.3% 3,234 $710K
Lakeridge Wealth Management LLC 0.32% Add +9.3% 3,229 $710K
RPS Advisory Solutions LLC 0.33% Reduce -0.2% 3,225 $709K
Riverbend Wealth Management, LLC 0.45% Add +0.2% 3,223 $708K
Howland Capital Management LLC 0.03% No change 3,221 $708K
Rise Advisors, LLC 0.25% Add +15.6% 3,220 $708K
Fortune Financial Advisors, LLC 0.48% Add +0.4% 3,218 $707K
Baker Avenue Asset Management, LP 0.02% Add +27.2% 3,216 $707K
Farmers National Bank 0.16% Add +15.6% 3,205 $704K
Hegarty Advisors, LLC 0.61% — 3,195 $703K
RFG - Bristol Wealth Advisors, LLC 0.20% Add +0.7% 3,194 $702K
Signal Advisors Wealth, LLC 0.06% Add +29.1% 3,189 $701K
Values Added Financial LLC 0.30% Add +17.6% 3,187 $700K
Caliber Wealth Management, LLC / KS 0.08% Reduce -1.5% 3,179 $699K
McLean Asset Management Corp 0.12% Add +13.1% 3,101 $697K
Asset Dedication, LLC 0.05% Reduce -3.0% 3,164 $695K
Naples Global Advisors, LLC 0.05% Reduce -0.6% 3,159 $694K
Taylor & Morgan Wealth Management, LLC 0.39% Add +4.0% 3,157 $694K
Welch Group, LLC 0.03% Add +5.2% 3,157 $694K
Pitcairn Wealth Advisors LLC 0.06% — 3,141 $690K
Minot DeBlois Advisors LLC 0.62% Reduce -16.4% 3,134 $689K
Blue Zone Wealth Advisors, LLC 0.13% Add +6.5% 3,125 $687K
Mason & Associates Inc 0.13% No change 3,120 $686K
JB Capital LLC 0.03% Add +4.8% 3,118 $685K
William John Sempolinski 0.34% — 3,118 $685K
Glassman Wealth Services 0.09% Add +92.6% 3,113 $684K
Jamison Private Wealth Management, Inc. 0.09% Add +0.3% 3,112 $684K
Winebrenner Capital Management LLC 0.45% No change 3,106 $683K
Schwallier Wealth Management LLC 0.44% Reduce -6.7% 3,047 $683K
Lester Murray Antman dba SimplyRich 0.18% No change 3,102 $681K
MPS Loria Financial Planners, LLC 0.17% Reduce -1.9% 3,093 $680K
Ballast, Inc. 0.16% No change 3,091 $679K
TMB Capital Partners, LLC 0.23% — 3,081 $677K
KMG Fiduciary Partners, LLC 0.05% Reduce -32.0% 3,075 $676K
N.E.W. Advisory Services LLC 0.05% Add +0.1% 3,072 $675K
Endeavor Private Wealth, Inc. 0.19% Add +11.8% 3,065 $674K
Pacific Sun Financial Corp 0.32% Reduce -0.7% 3,056 $672K
Essential Planning, LLC. 0.21% Add +0.1% 3,053 $671K
Ellis Investment Partners, LLC 0.12% Reduce -4.4% 3,034 $667K
Summit Investment Advisory Services, LLC 0.25% Add +9.2% 3,029 $666K
YHB Investment Advisors, Inc. 0.05% Reduce -1.9% 3,023 $664K
Motiv8 Investments LLC 0.36% Reduce -4.2% 3,022 $664K
BCU Wealth Advisors, LLC 0.25% Add +0.6% 3,020 $664K
Optas, LLC 0.10% Add +5.0% 3,017 $663K
Heritage Family Offices, LLP 0.30% No change 3,008 $661K
Dunhill Financial, LLC 0.21% Reduce -8.7% 3,008 $661K
Northwest Financial Advisors 1.36% Reduce -85.8% 3,004 $660K
Maryland Capital Advisors Inc. 0.22% No change 3,002 $660K
American Money Management, LLC 0.10% Reduce -4.0% 3,001 $660K
Alliance Wealth Management Group 0.14% No change 3,001 $659K
Towercrest Capital Management 0.10% No change 3,001 $659K
Able Wealth Management LLC 0.21% Add +115.8% 2,995 $658K
Gryphon Financial Partners LLC 0.07% Add +145.5% 2,993 $658K
Federated Hermes, Inc. 0.00% New 2,988 $657K
Cadence Bank 0.04% Reduce -6.4% 2,986 $656K
Seek First Inc. 0.45% Add +1.1% 2,972 $653K
Autumn Glory Partners, LLC 0.23% Add +3.8% 2,964 $651K
Rollins Financial Advisors, LLC 0.10% No change 2,958 $650K
Vista Investment Management 0.21% Reduce -2.4% 2,955 $649K
Donalies Financial Planning, LLC 0.55% — 2,954 $649K
Jackson Hole Capital Partners, LLC 0.11% Add +0.1% 2,946 $647K
Hikari Tsushin, Inc. 0.04% No change 2,942 $647K
Lauterbach Financial Advisors, LLC 0.32% No change 2,941 $646K
BSW Wealth Partners 0.08% Reduce -11.5% 2,939 $646K
Clarity Financial LLC 0.06% Add +23.0% 2,937 $646K
Macroview Investment Management LLC 0.44% Add +0.6% 2,933 $645K
Smith Chas P & Associates Pa Cpas 0.03% New 2,930 $644K
Cfo Capital Management LLC 0.48% — 2,926 $643K
ARS Wealth Advisors Group, LLC 0.06% Add +0.3% 2,925 $643K
Trust Co. of Oklahoma 0.19% Add +3.1% 2,912 $640K
Capital Group Private Client Services, Inc. 0.01% Reduce -3.8% 2,911 $640K
Baldwin Investment Management, LLC 0.07% Add +0.5% 2,899 $637K
Second Line Capital, LLC 0.13% Add +0.9% 2,897 $637K
Icon Wealth Advisors, LLC 0.04% Reduce -13.7% 2,897 $637K
Sterling Financial Planning, Inc. 0.19% Reduce -2.6% 2,886 $634K
Hunter Associates Investment Management LLC 0.08% No change 2,885 $634K
Praetorian Wealth Management, Inc. 0.13% No change 2,879 $633K
Dana Investment Advisors, Inc. 0.02% Add +16.8% 2,876 $632K
JBR Co Financial Management Inc 0.26% No change 2,867 $630K
Citizens & Northern Corp. 0.16% Reduce -28.4% 2,866 $630K
Bensler, LLC 0.06% No change 2,863 $629K
Convergence Financial, LLC 0.09% Reduce -0.1% 2,859 $628K
South Plains Financial, Inc. 0.37% No change 2,856 $628K
CX Institutional 0.02% Reduce -29.4% 2,834 $623K
Brookwood Investment Group LLC 0.07% Reduce -5.8% 2,834 $623K
Dahring | Cusmano LLC 0.43% Reduce -0.3% 2,833 $623K
Financial Alternatives, Inc 0.36% Add +0.0% 2,828 $622K
Alan B Lancz & Associates, Inc. 0.54% Add +16.5% 2,820 $620K
Dover Advisors, LLC 0.24% Add +61.9% 2,815 $619K
Clark Asset Management, LLC 0.06% Reduce -33.2% 2,814 $619K
Bridgelight Financial Advisors, Inc. 0.53% — 2,809 $617K
LifeGoal Investments, LLC 0.41% Reduce -4.3% 2,804 $616K
SYM FINANCIAL Corp 0.06% Reduce -19.9% 2,802 $616K
Libra Wealth LLC 0.17% No change 2,799 $615K
Bowman & Co S.C. 0.26% Add +1.3% 2,792 $614K
Edgestream Partners, L.P. 0.02% Add +129.9% 2,789 $613K
Octavia Wealth Advisors, LLC 0.06% Add +30.5% 2,775 $610K
Walsh & Associates, LLC 0.60% — 2,773 $609K
Culbertson A N & Co. Inc. 0.08% No change 2,767 $608K
Scott Capital Advisors, LLC 0.13% Reduce -1.0% 2,767 $608K
TopTier Wealth Management, LLC 0.41% — 2,754 $605K
Blueline Advisors LLC 0.49% — 2,753 $605K
Central Valley Advisors, LLC 0.18% No change 2,752 $605K
Claro Advisors Inc. 0.08% Add +0.2% 2,745 $603K
United Advisor Group, LLC 0.08% Add +0.6% 2,740 $602K
FSM Wealth Advisors, LLC 0.08% Reduce -8.4% 2,735 $601K
Intrua Financial, LLC 0.07% Reduce -12.5% 2,733 $601K
Avant Financial Advisors LLC 0.43% Add +0.8% 2,732 $600K
Johnson Wealth Management, LLC 0.30% No change 2,731 $600K
BLB&B Advisors, LLC 0.03% Reduce -1.8% 2,726 $599K
Hamilton Point Investment Advisors, LLC 0.09% Add +10.1% 2,726 $599K
Highland Capital Management, LLC 0.03% Reduce -28.4% 2,724 $599K
Integrity Advisory Solutions, LLC 0.09% Add +17.7% 2,722 $598K
Hantz Financial Services, Inc. 0.01% Reduce -0.3% 2,721 $598K
VSM Wealth Advisory, LLC 0.18% Add +0.1% 2,709 $595K
Penobscot Investment Management Company, Inc. 0.04% Add +9.1% 2,705 $595K
Bedel Financial Consulting, Inc. 0.06% Reduce -11.9% 2,703 $594K
Columbia Advisory Partners LLC 0.40% Reduce -2.4% 2,701 $594K
Logan Capital Management Inc. 0.03% No change 2,700 $593K
KPP Advisory Services LLC 0.09% Add +2.1% 2,700 $593K
Pointe Capital Management LLC 0.29% Reduce -5.2% 2,690 $591K
Hopwood Financial Services, Inc. 0.41% Reduce -2.9% 2,677 $588K
Barclays PLC 0.00% Reduce -62.6% 2,670 $587K
Stone Summit Wealth LLC 0.16% Reduce -1.3% 2,669 $587K
KFA Private Wealth Group, LLC 0.14% Reduce -3.3% 2,665 $586K
Beacon Financial Planning, Inc. 0.28% No change 2,662 $585K
Blue Bell Private Wealth Management, LLC 0.09% Reduce -7.1% 2,655 $584K
Prestige Wealth Management Group LLC 0.11% Reduce -0.9% 2,655 $584K
Tanglewood Legacy Advisors, LLC 0.22% Reduce -0.2% 2,651 $583K
Caerus Investment Advisors, LLC 0.19% Add +100.7% 2,649 $582K
Guidance Point Advisors, LLC 0.14% Reduce -0.5% 2,638 $581K
Planned Solutions, Inc. 0.19% Add +0.0% 2,639 $580K
Strive Financial Group ,LLC 0.31% — 2,629 $578K
Bluedoor Private Wealth, LLC 0.27% — 2,623 $576K
Uniting Wealth Partners, LLC 0.18% Add +3.7% 2,609 $573K
Carrera Capital Advisors 0.10% New 2,607 $573K
Condor Capital Management 0.05% No change 2,607 $573K
Roble, Belko & Company, Inc 0.07% Add +195.6% 2,601 $572K
Gradient Investments LLC 0.01% Add +27.3% 2,599 $571K
Meridian Wealth Partners, LLC 0.08% Add +25.2% 2,596 $571K
Cyndeo Wealth Partners, LLC 0.03% Add +0.0% 2,595 $570K
GAMMA Investing LLC 0.03% Reduce -20.0% 2,593 $570K
Beckerman Institutional, LLC 0.32% No change 2,592 $570K
Capital Wealth Alliance, LLC 0.24% Reduce -14.1% 2,476 $569K
Beacon Financial Strategies CORP 0.32% Add +0.2% 2,568 $564K
Tanager Wealth Management LLP 0.06% Reduce -8.1% 2,562 $563K
MBE Wealth Management, LLC 0.24% Reduce -2.0% 2,561 $563K
Covenant Asset Management, LLC 0.11% Reduce -3.5% 2,558 $562K
ForthRight Wealth Management, LLC 0.16% Add +0.1% 2,552 $561K
Silver Grove Financial Group, Inc. 0.49% Add +0.2% 2,551 $561K
Heck Capital Advisors, LLC 0.04% No change 2,546 $560K
Sei Investments Co. 0.00% New 2,535 $557K
Holderness Investments Co. 0.11% Add +5.1% 2,535 $557K
Cannon Financial Strategists, Inc. 0.08% Add +0.2% 2,532 $557K
First Foundation Advisors 0.02% Reduce -3.4% 2,531 $556K
Granite Harbor Advisors, Inc. 0.23% Add +1.1% 2,521 $554K
Legacy Advisors, LLC 0.06% Add +14.6% 2,520 $554K
Darwin Wealth Management, LLC 0.17% Reduce -0.1% 2,515 $553K
Breakwater Capital Group 0.08% Reduce -0.0% 2,515 $553K
RS Crum Inc. 0.11% No change 2,510 $552K
Next Level Wealth Planning, LLC 0.29% Reduce -4.2% 2,510 $552K
Beaumont Financial Advisors, LLC 0.04% Reduce -0.4% 2,506 $551K
Regimen Wealth, LLC 0.16% Add +0.8% 2,506 $551K
Left Brain Wealth Management, LLC 0.19% New 2,496 $549K
Berman McAleer LLC 0.07% No change 2,495 $548K
Sachetta, LLC 0.30% Reduce -65.7% 2,494 $548K
SageGuard Financial Group, LLC 0.09% — 2,490 $547K
ABLE Financial Group, LLC 0.11% No change 2,488 $547K
Quadrant Capital Group LLC 0.02% Add +28.9% 2,484 $546K
Wright Wealth LLC 0.35% — 2,476 $544K
Oak Asset Management, LLC 0.19% Add +0.0% 2,473 $543K
Cherry Tree Wealth Management, LLC 0.11% No change 2,472 $543K
Ewa, LLC 0.13% Add +65.8% 2,471 $543K
River Street Advisors LLC 0.20% Reduce -1.0% 2,464 $542K
O'Brien Greene & Co. Inc 0.16% Add +0.8% 2,460 $541K
Sequent Asset Management, LLC 0.24% No change 2,452 $539K
Alpine Bank Wealth Management 0.08% Add +338.6% 2,443 $537K
Insight Wealth Strategies, LLC 0.06% Reduce -0.0% 2,442 $537K
Alpha Omega Wealth Management LLC 0.09% Add +0.1% 2,440 $536K
Wells Financial Advisors INC 1.02% Reduce -51.5% 2,434 $535K
Apeiron RIA LLC 0.11% Add +0.1% 2,364 $535K
North Capital, Inc. 0.46% Reduce -0.0% 2,424 $533K
Daybright Advisory Services, Inc. 0.14% — 2,423 $533K
Aspire Growth Partners LLC 0.37% Add +0.2% 2,419 $532K
Focused Wealth Management, Inc 0.06% Reduce -30.6% 2,414 $530K
Gen-Wealth Partners Inc 0.17% Add +1.4% 2,413 $530K
Tortoise Investment Management, LLC 0.05% Add +41.3% 2,402 $528K
Paulson Wealth Management Inc. 0.12% Add +48.0% 2,399 $527K
Clarus Group, Inc. 0.19% No change 2,391 $525K
Lakeside Advisors, INC. 0.34% Add +51.8% 2,388 $525K
Phillips Wealth Planners LLC 0.42% Reduce -1.4% 2,339 $524K
Alterna Wealth Management, Inc. 0.44% New 2,382 $524K
Elevatus Welath Management 0.14% New 2,377 $522K
Mairs & Power Inc. 0.01% Reduce -29.3% 2,377 $522K
Red Tortoise LLC 0.22% Reduce -12.8% 2,368 $520K
Quadcap Wealth Management, LLC 0.06% No change 2,367 $520K
Innovative Wealth Building LLC 0.38% New 2,366 $520K
Main Street Research LLC 0.03% New 2,361 $519K
Physician Wealth Advisors, Inc. 0.07% Add +0.6% 2,359 $518K
Sightline Wealth Advisors, LLC 0.22% Add +0.7% 2,349 $516K
LMG Wealth Partners, LLC 0.10% No change 2,343 $515K
Walker Asset Management, LLC 0.28% Add +0.0% 2,342 $515K
Long Island Wealth Management, Inc. 0.24% Add +0.0% 2,340 $514K
S.A. Mason LLC 0.20% No change 2,339 $514K
Chevy Chase Trust Holdings, LLC 0.00% No change 2,325 $511K
Spirit of America Management Corp. 0.11% Reduce -35.0% 2,272 $511K
tru Independence LLC 0.13% Add +0.5% 2,323 $511K
Mengis Capital Management, Inc. 0.09% Reduce -10.5% 2,319 $510K
Legacy Edge Advisors, LLC 0.06% No change 2,319 $510K
PCM Encore, LLC 0.11% — 2,316 $509K
FreeGulliver LLC 0.23% Reduce -32.4% 2,300 $505K
American Capital Advisory, LLC 0.22% Add +0.0% 2,299 $505K
Indie Asset Partners, LLC 0.56% Add +29.4% 2,299 $505K
Herold Advisors, Inc. 0.11% Add +17.5% 2,292 $504K
1776 Wealth LLC 0.19% Reduce -3.0% 2,289 $503K
Fingerlakes Wealth Management, Inc. 0.32% Add +0.7% 2,285 $502K
Evolve Private Wealth, LLC 0.03% — 2,284 $502K
Key Financial Inc 0.09% Reduce -0.3% 2,271 $499K
Diversified Portfolios, Inc. 0.04% Reduce -6.0% 2,267 $498K
Triad Wealth Partners, LLC 0.05% Add +14.1% 2,266 $498K
McCarthy & Cox 6.03% Reduce -97.8% 2,263 $497K
Operose Advisors LLC 0.12% Add +0.1% 2,263 $497K
Accredited Investor Services, LLC 0.33% Reduce -1.1% 2,249 $494K
Pacific Center for Financial Services 0.13% No change 2,283 $493K
IMG Wealth Management, Inc. 0.31% Reduce -6.8% 2,234 $491K
Arthur M. Cohen & Associates, LLC 0.08% No change 2,234 $491K
Prosperity Advisers, LLC 0.41% — 2,233 $491K
Myecfo, LLC 0.21% No change 2,232 $491K
Manske Wealth Management 0.14% Reduce -4.3% 2,230 $490K
MN Wealth Advisors, LLC 0.25% Add +0.2% 2,223 $489K
Rydar Equities, Inc. 0.38% Add +0.4% 2,215 $487K
Blankinship & Foster, LLC 0.10% No change 2,206 $485K
Demars Financial Group, LLC 0.16% Add +26.5% 2,201 $484K
Elyxium Wealth, LLC 0.13% No change 2,200 $484K
CCM Investment Advisers LLC 0.05% Reduce -7.6% 2,200 $484K
ONE Advisory Partners, LLC 0.15% Reduce -13.0% 2,197 $483K
Liberty Wealth Management LLC 0.06% Add +0.6% 2,196 $483K
Paragon Financial Partners, Inc. 0.30% Add +0.4% 2,184 $480K
L.K. Benson & Company, P.C. 0.24% Reduce -6.9% 2,175 $478K
Berkshire Asset Management LLC 0.02% Reduce -13.1% 2,164 $476K
JHP Wealth Management, LLC 0.46% — 2,163 $475K
InvesTrust 0.18% No change 2,163 $475K
First Western Trust Bank 0.02% Reduce -1.1% 2,162 $475K
Virtue Asset Management LLC 0.39% No change 2,155 $474K
Nvwm, LLC 0.10% No change 2,151 $473K
Castle Rock Wealth Management, LLC 0.10% Add +2.3% 2,109 $473K
Pacific Financial Group Inc. 0.26% Reduce -17.0% 2,149 $472K
Welch & Forbes LLC 0.01% No change 2,145 $471K
Access Financial Services, Inc. 0.17% Reduce -14.7% 2,127 $467K
Arsenal Capital Advisors LLC 0.33% — 2,123 $467K
Atlantic Family Wealth, LLC 0.35% Add +0.1% 2,122 $466K
American Trust 0.04% Add +1.9% 2,119 $466K
Disciplined Investors, L.L.C. 0.31% Add +3.1% 2,118 $465K
New World Advisors LLC 0.08% Add +1.1% 2,114 $465K
Jeppson Wealth Management, LLC 0.15% No change 2,107 $463K
Southland Equity Partners LLC 0.09% Add +0.3% 2,107 $463K
Capital Investment Counsel, LLC 0.06% Add +97.6% 2,106 $463K
Interchange Capital Partners, LLC 0.09% Reduce -1.6% 2,103 $462K
marrick wealth, LLC 0.38% — 2,094 $460K
Hibernia Wealth Partners, LLC 0.14% Add +100.0% 2,086 $458K
Davidson Trust Co. 0.19% No change 2,072 $455K
Gilman Hill Asset Management, LLC 0.07% No change 2,070 $455K
Heritage Wealth Management, Inc. 0.13% Reduce -1.4% 2,068 $455K
Clarity Capital Advisors, LLC 0.23% Add +0.1% 2,068 $454K
Abound Wealth Management 0.11% Add +23.9% 2,066 $454K
Aurora Private Wealth, Inc. 0.30% — 2,065 $454K
First Bank & Trust 0.07% No change 2,065 $454K
Trust Co 0.04% No change 2,064 $454K
PKS Advisory Services, LLC 0.10% Reduce -6.8% 2,064 $454K
Dividend Assets Capital, LLC 0.09% Reduce -18.8% 2,061 $453K
Schneider Downs Wealth Management Advisors, LP 0.05% No change 2,061 $453K
Greykasell Wealth Strategies, Inc. 0.18% New 2,060 $453K
Palumbo Wealth Management LLC 0.11% Add +0.5% 2,060 $453K
Legacy Capital Wealth Partners, LLC 0.10% Add +1.2% 2,060 $453K
Shepherd Financial Partners LLC 0.04% Add +0.1% 2,056 $452K
Denver Wealth Management, Inc. 0.16% Reduce -17.5% 2,056 $452K
Chaney Capital Management, Inc. 0.16% Reduce -4.6% 2,055 $452K
NCM Capital Management, LLC 0.17% No change 2,053 $451K
Doliver Advisors, LP 0.11% No change 2,050 $451K
Presilium Private Wealth, LLC 0.08% Reduce -1.2% 2,045 $449K
Abacus Planning Group, Inc. 0.06% Add +0.4% 2,042 $449K
OpenArc Corporate Advisory, LLC 0.01% — 2,041 $449K
Higgins & Schmidt Wealth Strategies LLC 0.21% Reduce -7.2% 2,039 $448K
Cahaba Wealth Management, Inc. 0.03% Add +0.6% 2,037 $448K
Nestegg Advisors, Inc. 0.38% Reduce -2.6% 2,037 $448K
Flagship Private Wealth, LLC 0.18% Add +0.3% 2,030 $446K
Verus Capital Partners, LLC 0.03% Reduce -7.1% 2,025 $445K
Tilia Fiduciary Partners, Inc. 0.24% Add +16.3% 2,018 $443K
Compass Capital Corp. /Ma/ 0.17% Add +1.5% 1,925 $442K
Stratos Investment Management, LLC 0.02% Add +24.6% 2,008 $441K
Waterfront Wealth Inc. 0.08% Add +0.4% 1,965 $441K
Clifford Swan Investment Counsel LLC 0.01% Reduce -0.1% 2,001 $440K
Finer Wealth Management, Inc. 0.21% No change 2,000 $440K
Zacks Investment Management 0.00% New 1,989 $437K
Bedell Frazier Investment Counselling, LLC 0.08% Reduce -3.1% 1,987 $437K
Millington Financial Advisors, LLC 0.19% New 1,900 $436K
Orleans Capital Management Corp. 0.27% No change 1,984 $436K
Vines Capital Management, LLC 0.42% — 1,982 $436K
Old Peak Finance LLC 0.27% — 1,975 $434K
Index Fund Advisors, Inc. 0.02% No change 1,968 $433K
Smart Money Group LLC 0.13% Reduce -2.3% 1,968 $432K
Hancock Whitney Corp. 0.01% No change 1,960 $431K
Old Second National Bank of Aurora 0.09% No change 1,957 $430K
Redwood Investment Management, LLC 0.05% Add +0.8% 1,956 $430K
Acropolis Investment Management, LLC 0.02% Reduce -0.8% 1,949 $428K
Santori & Peters, Inc. 0.15% Reduce -9.4% 1,948 $428K
Element Pointe Advisors, LLC 0.08% Add +94.7% 1,947 $428K
Burney Co./ 0.01% New 1,945 $427K
Outlook Wealth Advisors, LLC 0.10% Reduce -1.1% 1,942 $427K
Private Wealth Asset Management, LLC 0.05% Reduce -9.8% 1,940 $426K
Strategent Financial, LLC 0.27% No change 1,935 $425K
Disciplined Investments, LLC 0.16% Reduce -1.6% 1,935 $425K
Faithward Advisors, LLC 0.06% Add +20.1% 1,935 $425K
Sterling Investment Counsel, LLC 0.12% No change 1,932 $425K
Tannin Capital LLC 0.38% — 1,931 $424K
Shelter Rock Management, LLC 0.43% — 1,931 $424K
Grey Fox Wealth Advisors, LLC 0.09% Reduce -2.5% 1,931 $424K
Diversify Advisory Services, LLC 0.01% Add +5.5% 1,878 $424K
Howard Capital Management Group, LLC 0.03% No change 1,926 $423K
Brookmont Capital Management 0.24% Add +0.6% 1,925 $423K
Founders Grove Wealth Partners, LLC 0.10% No change 1,924 $423K
Symmetry Partners, LLC 0.03% No change 1,924 $423K
Cura Wealth Advisors, LLC 0.16% Add +4.5% 1,922 $422K
Certior Financial Group, LLC 0.29% Reduce -5.7% 1,920 $422K
Catalyst Private Wealth, LLC 0.18% Reduce -0.2% 1,912 $420K
Madrona Financial Services, LLC 0.09% Reduce -11.1% 1,907 $419K
BostonPremier Wealth LLC 0.21% No change 1,906 $419K
Meramec Financial Planners, LLC 0.16% — 1,825 $419K
Spectrum Investment Advisors, Inc. 0.21% New 1,901 $418K
FourThought Financial Partners, LLC 0.04% No change 1,896 $417K
Manchester Capital Management LLC 0.06% Reduce -19.4% 1,886 $415K
Portland Financial Advisors Inc 0.88% No change 1,885 $414K
Millstone Evans Group, LLC 0.24% Add +136.0% 1,883 $414K
Ariadne Wealth Management, LP 0.17% No change 1,822 $413K
Jupiter Wealth Management LLC 0.18% No change 1,821 $412K
Cape Investment Advisory, Inc. 0.13% Add +0.6% 1,876 $412K
Curated Wealth Partners LLC 0.04% Add +84.8% 1,874 $412K
Investors Asset Management of Georgia Inc. /Ga/ 0.17% Add +0.4% 1,874 $412K
UNIVEST FINANCIAL Corp 0.02% Add +26.1% 1,863 $409K
Sage Financial Group Inc. 0.03% Reduce -1.1% 1,862 $409K
Astoria Portfolio Advisors LLC. 0.09% Reduce -11.1% 1,811 $409K
Carroll Advisory Group, LLC 0.18% — 1,860 $409K
Westfuller Advisors, LLC 0.16% Add +1.8% 1,854 $408K
Curtis Advisory Group, LLC 0.09% Reduce -1.2% 1,853 $407K
Spinnaker Trust 0.02% Add +61.1% 1,853 $407K
Ellsworth Advisors, LLC 0.08% Add +0.4% 1,808 $407K
Pennsylvania Capital Management Inc. 0.11% Add +0.8% 1,851 $407K
Kropog Financial Group, LLC 0.31% Add +0.5% 1,848 $406K
Tempo Wealth, LLC 0.07% — 1,846 $406K
Wilsey Asset Management Inc. 0.06% No change 1,846 $406K
White Pine Capital LLC 0.11% No change 1,840 $404K
Colton Groome Financial Advisors, LLC 0.12% No change 1,840 $404K
Narus Financial Partners, LLC 0.11% Reduce -7.4% 1,835 $403K
Liberty Capital Management, Inc. 0.08% No change 1,834 $403K
Elite Financial, Inc. 0.18% Add +0.2% 1,835 $403K
Wealth Management Partners, LLC 0.11% Reduce -1.2% 1,831 $402K
Barnes Pettey Financial Advisors, LLC 0.20% Reduce -1.5% 1,828 $402K
Woodard & Co. Asset Management Group Inc. 0.06% No change 1,825 $401K
Prasad Wealth Partners, LLC 0.11% Add +58.5% 1,819 $400K
Lyell Wealth Management, LP 0.03% No change 1,810 $398K
Hamilton Capital, LLC 0.02% — 1,810 $398K
Teamwork Financial Advisors, LLC 0.04% Add +0.2% 1,802 $396K
W.G. Shaheen & Associates DBA Whitney & Co 0.03% Add +10.3% 1,800 $396K
Carl P. Sherr & Co., LLC 0.18% No change 1,760 $394K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Reduce -26.3% 1,791 $394K
Harbor Asset Planning, Inc. 0.34% Add +0.6% 1,788 $393K
Wealthedge Investment Advisors, LLC 0.14% Add +0.5% 1,781 $392K
Veridan Wealth LLC 0.13% Add +0.8% 1,780 $391K
Navellier & Associates Inc. 0.04% Add +0.8% 1,780 $391K
Holland Advisory Services, Inc. 0.53% No change 1,780 $391K
Western Reserve Capital Management, LLC 0.36% — 1,780 $391K
ARS Investment Partners, LLC 0.02% Add +30.0% 1,780 $391K
Level Wealth Management LLC 0.20% Add +0.3% 1,774 $390K
Barnett & Company, Inc. 0.31% Reduce -1.4% 1,771 $389K
Fairman Group, LLC 0.31% Add +0.8% 1,770 $389K
Whitener Capital Management, Inc. 0.09% Add +3.6% 1,767 $388K
Selective Wealth Management, Inc. 0.12% Reduce -15.4% 1,721 $388K
Grandview Asset Management LLC 0.11% Add +0.3% 1,762 $387K
Shulman DeMeo Asset Management LLC 0.09% Reduce -6.7% 1,761 $387K
Syntegra Private Wealth Group, LLC 0.04% No change 1,758 $386K
Investor's Fiduciary Advisor Network, LLC 0.08% Add +16.0% 1,760 $386K
Archer Investment Management, LLC 0.21% New 1,756 $386K
Cairn Investment Group, Inc. 0.18% No change 1,752 $385K
Victrix Investment Advisors 0.15% New 1,746 $384K
Goldstone Financial Group, LLC 0.04% Add +49.0% 1,745 $384K
Shum Financial Group, Inc. 0.28% Add +1.0% 1,745 $384K
Sonoma Allocations LLC 0.13% Add +25.2% 1,696 $383K
Trinity Financial Advisors LLC 0.11% Add +0.6% 1,741 $383K
Costello Asset Management, INC 0.13% Reduce -0.3% 1,740 $382K
BDFS Capital LLC 0.19% — 1,738 $382K
Quantum Financial Advisors, LLC 0.04% Add +4.1% 1,737 $382K
Vista Capital Partners, Inc. 0.04% No change 1,734 $381K
Strait & Sound Wealth Management LLC 0.14% Reduce -1.4% 1,732 $381K
Commonwealth Retirement Investments LLC 0.12% Reduce -3.1% 1,731 $380K
Stockman Wealth Management, Inc. 0.04% Add +12.7% 1,729 $380K
Summit Asset Management, LLC 0.05% Add +1.7% 1,718 $378K
Strategic Financial Concepts, LLC 0.34% Reduce -97.4% 1,710 $376K
LongView Asset Management LLC 0.26% No change 1,709 $376K
Private Wealth Group, LLC 0.18% No change 1,709 $376K
Cassady Wealth & Retirement Planning, LLC 0.24% — 1,707 $375K
RCW Management, LLC 0.38% — 1,703 $374K
LJI Wealth Management, LLC 0.06% Reduce -2.8% 1,695 $373K
KW Wealth Management LLC 0.56% No change 1,689 $371K
Seaview Investment Managers LLC 0.14% No change 1,688 $371K
Eaton-Cambridge Inc. 0.12% Reduce -1.4% 1,683 $370K
NFSG Corp 0.06% Reduce -1.5% 1,682 $370K
Checchi Capital Advisers, LLC 0.03% Add +18.8% 1,671 $367K
Sensible Money, LLC 0.12% No change 1,668 $367K
Clarion Wealth Managment Partners, LLC 0.34% Reduce -3.6% 1,667 $366K
Gallagher Capital Advisors, LLC 0.24% Add +50.6% 1,661 $366K
Wincap Financial LLC 0.25% Add +0.1% 1,666 $366K
Byrne Financial Freedom, LLC 0.17% Add +0.1% 1,665 $366K
Lynx Investment Advisory 0.20% Add +0.4% 1,665 $366K
West Branch Capital LLC 0.09% No change 1,664 $366K
RHS Financial, LLC 0.18% No change 1,662 $365K
Regent Peak Wealth Advisors LLC 0.07% Reduce -2.4% 1,653 $363K
Sather Financial Group Inc 0.02% No change 1,651 $363K
Ironwood Financial, llc 0.06% No change 1,606 $362K
Buttonwood Financial Group, LLC 0.19% No change 1,607 $361K
New Republic Capital, LLC 0.10% Reduce -23.7% 1,641 $361K
Chapin Davis, Inc. 0.08% Add +0.1% 1,641 $361K
CFO4Life Group, LLC 0.05% Add +0.3% 1,640 $360K
Lineweaver Wealth Advisors, LLC 0.05% Add +0.1% 1,640 $360K
J.Safra Asset Management Corp 0.02% New 1,628 $358K
GatePass Capital, LLC 0.19% No change 1,625 $357K
Greenline Partners, LLC 0.04% No change 1,624 $357K
Deutsche Bank AG 0.00% Add +1.3% 1,623 $357K
Asio Capital, LLC 0.05% Add +6.6% 1,616 $355K
Stonebridge Capital Advisors LLC 0.02% Add +6.5% 1,609 $354K
Weaver Capital Management LLC 0.07% No change 1,609 $354K
My Personal CFO, LLC 0.15% New 1,607 $353K
HMS Capital Management, LLC 0.15% Reduce -1.0% 1,607 $353K
Fort Point Capital Partners LLC 0.04% No change 1,565 $352K
Pennington Partners & Co., LLC 0.14% Add +0.1% 1,601 $352K
Mad River Investors 0.16% Reduce -38.5% 1,600 $352K
Murphy Pohlad Asset Management LLC 0.13% Add +6.7% 1,598 $351K
Landaas & Co. /Wi 0.08% No change 1,598 $351K
Means Investment Co., Inc. 0.03% Add +0.5% 1,597 $351K
SpringVest Wealth Management LLC 0.24% Reduce -0.4% 1,593 $350K
MLG Wealth Management DBA Pine Grove Financial Group 0.04% — 1,591 $350K
Oakworth Capital, Inc. 0.02% Add +0.4% 1,587 $349K
Seelaus Asset Management LLC 0.28% Add +0.7% 1,586 $349K
Williams & Novak, LLC 0.26% Reduce -3.1% 1,584 $348K
Lodestone Wealth Management LLC 0.14% Reduce -3.1% 1,583 $348K
Wealth Science Advisors LLC 0.20% — 1,578 $347K
Weitzel Financial Services, Inc. 0.13% Add +0.5% 1,572 $347K
KTF Investments, LLC 0.06% — 1,575 $346K
Continuum Wealth Advisors, LLC 0.13% Reduce -20.6% 1,574 $346K
Wealth Management Associates, Inc. 0.12% Add +0.1% 1,569 $345K
TruNorth Capital Management, LLC 0.07% No change 1,567 $345K
Caitlin John, LLC 0.23% Reduce -1.5% 1,564 $344K
Pioneer Wealth Management Group 0.10% Reduce -11.0% 1,560 $343K
Procyon Advisors, LLC 0.02% Reduce -1.9% 1,559 $343K
TritonPoint Partners, LLC 0.18% — 1,556 $342K
Farmers Trust Co. 0.06% No change 1,550 $341K
Fragasso Financial Advisors Inc 0.02% Add +2.9% 1,548 $340K
Kings Path Partners LLC 0.12% Add +0.3% 1,546 $340K
Provident Wealth Management, LLC 0.10% Add +0.7% 1,543 $339K
Intrepid Financial Planning Group LLC 0.13% No change 1,540 $338K
Evolution Wealth Management Inc. 0.28% No change 1,539 $338K
Main Street Group, LTD 0.12% Reduce -0.7% 1,533 $337K
Hills Bank & Trust Co 0.02% Reduce -1.7% 1,531 $336K
WP Advisors, LLC 0.08% Add +0.3% 1,530 $336K
Bernardo Wealth Planning LLC 0.06% Add +0.2% 1,529 $336K
Leigh Baldwin & Co., LLC 0.22% No change 1,530 $336K
Aspiring Ventures, LLC 0.12% No change 1,528 $336K
Fourpath Capital Management, LLC 0.05% Add +0.2% 1,528 $336K
Voya Financial Advisors, Inc. 0.03% New 1,509 $335K
Ipswich Investment Management Co., Inc. 0.08% No change 1,521 $334K
Legacy Capital Wealth Management, LLC 0.20% — 1,519 $334K
Bouchey Financial Group, Ltd. 0.03% Add +0.1% 1,519 $334K
Plancorp, LLC 0.01% Reduce -32.9% 1,518 $334K
Bogart Wealth, LLC 0.01% Reduce -3.9% 1,511 $332K
Cottage Street Advisors LLC 0.14% Add +12.2% 1,510 $332K
United Financial Planning Group LLC 0.20% New 1,508 $331K
T. Rowe Price Associates Inc. 0.00% Reduce -22.2% 1,500 $330K
BBR Partners, LLC 0.02% No change 1,501 $330K
Wrenne Financial Planning LLC 0.13% Add +6.7% 1,499 $329K
Riversedge Advisors, LLC 0.05% Add +0.3% 1,498 $329K
Towne Trust Company, N.A 0.10% No change 1,496 $329K
Grantvest Financial Group LLC 0.21% Reduce -12.8% 1,493 $328K
Woodside Wealth Management LLC 0.24% No change 1,481 $325K
Wealth Effects LLC 0.10% No change 1,480 $325K
Hendershot Investments Inc. 0.04% No change 1,479 $325K
Wayfinding Financial, LLC 0.14% Add +1.0% 1,480 $325K
REAP Financial Group, LLC 0.07% Add +250.2% 1,478 $325K
Lake Hills Wealth Management, LLC 0.17% Reduce -8.9% 1,478 $325K
Mattern Capital Management, LLC 0.04% No change 1,474 $324K
Bantamac Capital, LLC 0.23% No change 1,470 $323K
Dominguez Wealth Management Solutions, Inc. 0.20% Reduce -0.3% 1,469 $323K
Mustard Seed Financial, LLC 0.20% Add +0.2% 1,464 $322K
Suncoast Equity Management 0.03% Add +0.3% 1,464 $322K
Aspire Capital Advisors LLC 0.08% Reduce -4.2% 1,463 $322K
McCarter Private Wealth Services LLC 0.14% No change 1,459 $321K
Sentinel Trust Co. Lba 0.03% No change 1,455 $320K
Butensky & Cohen Financial Security, Inc. 0.09% Reduce -3.1% 1,453 $319K
RMR Wealth Builders 0.03% Add +46.0% 1,453 $319K
Cynosure Group, LLC 0.03% Reduce -55.9% 1,450 $319K
McHugh Group, LLC 0.18% No change 1,450 $319K
Commonwealth Financial Services, LLC 0.05% Reduce -4.9% 1,450 $319K
Impact Partnership Wealth, LLC 0.04% New 1,448 $318K
Journey Strategic Wealth LLC 0.01% Reduce -1.7% 1,447 $318K
Retirement Income Solutions, Inc. 0.05% No change 1,446 $318K
SHP Wealth Management 0.02% — 1,440 $317K
True North Advisors, LLC 0.04% New 1,438 $316K
LifeWealth Investments, LLC 0.10% No change 1,430 $314K
Smith & Howard Wealth Management, LLC 0.07% No change 1,426 $313K
Midland Wealth Advisors, LLC 0.02% Reduce -7.2% 1,426 $313K
Clearview Wealth Advisors LLC 0.20% Add +9.9% 1,425 $313K
Bruce G. Allen Investments, LLC 0.21% Add +0.3% 1,424 $313K
Canvas Wealth Advisors, LLC 0.05% Reduce -11.8% 1,424 $313K
MV Capital Management, Inc. 0.03% No change 1,416 $311K
Petra Financial Advisors Inc. 0.18% No change 1,415 $311K
Tounjian Advisory Partners, LLC 0.11% New 1,412 $310K
Windsor Capital Management, LLC 0.09% No change 1,410 $310K
Cambria Investment Management, L.P. 0.02% New 1,408 $309K
Charles Schwab Trust Co 0.02% Reduce -45.2% 1,397 $307K
Palladiem, LLC 0.29% — 1,383 $306K
Compass Advisory Group LLC 0.08% Add +0.8% 1,392 $306K
Foguth Wealth Management, LLC. 0.05% — 1,387 $306K
XY Planning Network, Inc. 0.05% Add +0.3% 1,391 $306K
Mirador Capital Partners LP 0.04% No change 1,389 $305K
Downshift Financial, LLC 0.19% — 1,360 $305K
Beaton Management Co. Inc. 0.13% No change 1,389 $305K
American Investment Services, Inc. 0.07% Reduce -2.0% 1,385 $304K
Uptown Financial Advisors LLC 0.26% No change 1,384 $304K
Valtinson Bruner Financial Planning LLC 0.09% Add +0.3% 1,382 $304K
Global Wealth Management Investment Advisory, Inc. 0.05% Add +1.9% 1,376 $302K
JTC Employer Solutions Trustee Ltd 0.02% No change 1,375 $302K
Darden Wealth Group Inc 0.15% Add +0.2% 1,371 $301K
Omega Financial Group, LLC 0.10% Reduce -34.6% 1,371 $301K
Dash Acquisitions Inc. 0.06% Reduce -3.6% 1,329 $301K
First American Trust, FSB 0.02% Add +1.8% 1,367 $300K
Baron Financial Group, LLC 0.16% No change 1,367 $300K
Signature Wealth Management Partners, LLC 0.15% No change 1,365 $300K
Nicholson Wealth Management Group, LLC 0.18% Add +16.6% 1,361 $299K
Gould Asset Management LLC 0.05% Reduce -0.4% 1,358 $298K
GGM Financial LLC 0.14% Reduce -9.2% 1,357 $298K
Measured Wealth Private Client Group, LLC 0.08% Add +19.9% 1,354 $298K
Aureum Wealth Management, LLC 0.28% — 1,350 $297K
Qube Research & Technologies Ltd 0.00% Reduce -95.5% 1,350 $297K
Mission Creek Capital Partners, Inc. 0.06% Add +0.1% 1,350 $297K
EPG Wealth Management LLC 0.08% Add +0.7% 1,348 $296K
Robinswood Financial LLC 0.09% No change 1,346 $296K
Birch Hill Investment Advisors LLC 0.01% New 1,344 $295K
Private Client Services, LLC 0.09% Add +8.1% 1,343 $295K
Maltin Wealth Management, Inc. 0.12% Add +28.4% 1,342 $295K
Acorn Financial Advisory Services Inc. 0.04% No change 1,336 $294K
IAM Advisory, LLC 0.06% New 1,329 $292K
Gerber, LLC 0.16% Reduce -62.9% 1,329 $292K
Cannon Advisors, Inc. 0.21% No change 1,298 $292K
City Holding Co. 0.04% Reduce -0.4% 1,323 $291K
Wolff Wiese Magana LLC 0.16% Reduce -0.9% 1,321 $290K
Vance Wealth, LLC 0.09% No change 1,321 $290K
Kera Capital Partners, Inc. 0.04% Add +6.8% 1,294 $290K
SilverOak Wealth Management LLC 0.05% Reduce -27.3% 1,318 $290K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.23% — 1,317 $289K
Concord Wealth Partners 0.04% Add +0.5% 1,317 $289K
Cathy Pareto & Associates, Inc. 0.20% Add +0.3% 1,315 $289K
Independent Wealth Advisors LLC 0.30% — 1,314 $289K
Certuity, LLC 0.02% Reduce -50.2% 1,314 $289K
Reyes Financial Architecture, Inc. 0.18% No change 1,312 $288K
Tred Avon Family Wealth, LLC 0.09% Reduce -36.7% 1,310 $288K
Joule Financial, LLC 0.09% Add +6.3% 1,308 $287K
Howe & Rusling Inc. 0.02% Add +7.5% 1,305 $287K
Peddock Capital Advisors, LLC 0.06% No change 1,304 $287K
WJ Financial Advisors LLC 0.26% Add +25.5% 1,303 $286K
Argus Investors' Counsel, Inc. 0.23% Add +0.8% 1,303 $286K
Financial Synergies Wealth Advisors, Inc. 0.03% No change 1,302 $286K
Corus Family Wealth Advisors 0.23% No change 1,301 $286K
Vista Investment Partners LLC 0.07% Reduce -2.5% 1,298 $285K
Next Level Private LLC 0.07% Add +0.4% 1,294 $285K
IMPACTfolio, LLC 0.12% No change 1,293 $284K
Cornerstone Wealth Group, LLC 0.02% Reduce -13.7% 1,293 $284K
Balyasny Asset Management L.P. 0.00% New 1,288 $283K
Alpha Financial Advisors, LLC 0.09% Reduce -0.1% 1,287 $283K
Resources Management Corp. /CT/ 0.04% No change 1,285 $282K
Haven Private, LLC 0.12% No change 1,280 $281K
Adirondack Trust Co. 0.09% Reduce -14.3% 1,280 $281K
CrossGen Wealth, LLC 0.25% — 1,279 $281K
Stillwater Wealth Management Group 0.19% Add +12.8% 1,273 $280K
Headlands Technologies LLC 0.02% New 1,272 $280K
Parkside Financial Bank & Trust 0.02% Add +185.8% 1,266 $278K
McGinn Penninger Investment Management, Inc. 0.16% Reduce -6.3% 1,267 $278K
Accent Capital Management, LLC 0.12% No change 1,261 $277K
McKinley Carter Wealth Services, Inc. 0.02% Reduce -50.7% 1,259 $277K
Empirical Asset Management, LLC 0.08% Add +0.1% 1,257 $276K
Mosley Wealth Management 0.13% — 1,263 $275K
Milestone Investment Advisors LLC 0.07% Add +1638.9% 1,252 $275K
Lakeshore Financial Planning, Inc. 0.10% Add +3.8% 1,244 $273K
Old Port Advisors 0.07% Add +2.0% 1,242 $273K
Archvest Wealth Advisors, Inc. 0.17% New 1,241 $273K
Triumph Capital Management 0.06% Add +10.3% 1,240 $273K
Briggs Wealth Management, Inc 0.29% — 1,237 $272K
Wealth Management Strategies, Inc. 0.12% Reduce -52.7% 1,233 $271K
Trust Co of the South 0.04% Add +26.3% 1,231 $271K
RMG Wealth Management LLC 0.04% Add +1725.8% 1,205 $270K
Schaper Benz & Wise Investment Counsel Inc. 0.02% New 1,229 $270K
Zullo Investment Group, Inc. 0.10% No change 1,225 $269K
Resolute Wealth Strategies, LLC 0.12% Add +0.8% 1,217 $268K
Truepoint, Inc. 0.01% Reduce -11.3% 1,217 $267K
Trust Co. of Toledo NA 0.03% Reduce -2.3% 1,215 $267K
Breachway Investments LLC 0.28% — 1,214 $267K
Isthmus Partners, LLC 0.03% No change 1,211 $266K
Quadrant Private Wealth Management, LLC 0.04% New 1,209 $266K
Firethorn Wealth Partners, LLC 0.10% Reduce -5.0% 1,207 $265K
Rather & Kittrell, Inc. 0.04% Add +3.9% 1,206 $265K
Redwood Wealth Management Group, LLC 0.11% No change 1,204 $265K
Sageworth Trust Co 0.01% No change 1,203 $264K
Iams Wealth Management, LLC 0.10% Reduce -55.9% 1,197 $263K
Klingenstein Fields & Co. LP 0.01% No change 1,197 $263K
Wealth Enhancement Trust Services, Inc. 0.03% — 1,195 $263K
Pacifica Partners Inc. 0.12% Reduce -1.8% 1,189 $262K
Ankerstar Wealth, LLC 0.26% — 1,192 $262K
Francis Financial, Inc. 0.05% No change 1,190 $262K
Quotient Wealth Partners, LLC 0.01% Add +4.9% 1,190 $262K
Altfest L J & Co. Inc. 0.03% Add +0.8% 1,188 $261K
Beacon Harbor Wealth Advisors, Inc. 0.06% No change 1,187 $261K
Juncture Wealth Strategies, LLC 0.09% Reduce -10.5% 1,185 $260K
Balentine LLC 0.01% No change 1,183 $260K
Watchman Group, Inc. 0.06% Reduce -2.5% 1,181 $260K
Aull & Monroe Investment Management Corp 0.13% Add +14.6% 1,180 $259K
Iowa State Bank 0.05% Reduce -4.8% 1,179 $259K
Ascentis Wealth Management, LLC 0.07% Add +1.0% 1,177 $259K
G2 Capital Management, LLC / Oh 0.06% No change 1,176 $258K
Elevated Capital Advisors, LLC 0.06% Reduce -20.5% 1,175 $258K
Oxinas Partners, LLC 0.12% New 1,171 $257K
King Wealth Management Group 0.03% No change 1,168 $257K
Clearwave Capital, LLC 0.19% — 1,169 $257K
SMI Advisory Services, LLC 0.04% Reduce -7.3% 1,139 $257K
Elevation Wealth Management LLC 0.25% — 1,169 $257K
Miramontes Capital, LLC 0.09% — 1,167 $256K
Vawter Financial, Ltd. 0.11% Add +14.8% 1,164 $256K
Triangle Securities Wealth Management 0.05% Add +0.1% 1,164 $256K
Delta Financial Advisors LLC 0.07% Reduce -2.1% 1,160 $255K
Nemes Rush Group LLC 0.02% Add +0.2% 1,156 $254K
Silverleafe Capital Partners, LLC 0.08% Add +1.9% 1,151 $253K
AF Advisors, Inc. 0.10% No change 1,150 $253K
Milestone Asset Management, LLC 0.05% Reduce -30.0% 1,148 $253K
Mraz, Amerine & Associates, Inc. 0.04% No change 1,146 $252K
HTG Investment Advisors, Inc. 0.08% Reduce -1.1% 1,145 $252K
Marathon Capital Management 0.05% Reduce -2.1% 1,144 $251K
Parkwoods Wealth Partners, LLC 0.07% No change 1,143 $251K
Precedent Wealth Partners, LLC 0.05% No change 1,142 $251K
Live Oak Private Wealth LLC 0.03% Reduce -7.2% 1,140 $251K
Evansbrook LLC 0.17% — 1,140 $251K
Guyasuta Investment Advisors Inc. 0.01% Reduce -0.1% 1,140 $251K
Plum Street Advisors, LLC 0.09% Reduce -12.2% 1,139 $250K
Walleye Partners, LLC 0.28% — 1,138 $250K
Park Edge Advisors, LLC 0.06% Reduce -2.8% 1,135 $249K
Financial Connections Group, Inc. 0.09% Reduce -0.3% 1,135 $249K
Benchmark Financial, LLC 0.25% — 1,129 $248K
Red Door Wealth Management, LLC 0.03% Add +6.6% 1,124 $247K
First City Capital Management, Inc. 0.13% Reduce -0.4% 1,121 $246K
ETF Store, Inc. 0.25% Add +0.5% 1,120 $246K
Kingsman Wealth Management, Inc. 0.13% Reduce -24.0% 1,119 $246K
Grand Central Investment Group 0.18% — 1,118 $246K
Pinnacle Wealth Planning Services, Inc. 0.03% Reduce -15.6% 1,117 $245K
Campbell Deegan Wealth Management, LLC 0.20% New 1,113 $245K
Waterloo Capital, L.P. 0.02% Add +0.7% 1,112 $244K
Wealthcare Capital Management LLC 0.02% No change 1,111 $244K
Resolute Capital, LLC 0.10% — 1,107 $243K
Keebeck Wealth Management 0.03% No change 1,105 $243K
Whelan Financial 0.08% New 1,102 $242K
Colonial River Investments, LLC 0.09% Reduce -2.3% 1,101 $242K
Level Financial Advisors 0.06% Reduce -1.5% 1,101 $242K
V2 Financial group LLC 0.12% No change 1,100 $242K
Capital Management Corp. 0.04% No change 1,100 $242K
FFT Wealth Management LLC 0.05% New 1,097 $241K
Salomon & Ludwin, LLC 0.02% Add +4.3% 1,084 $241K
Mars Jewett Financial Group, Inc. 0.07% — 1,046 $240K
Amarillo National Bank 0.04% No change 1,090 $240K
Vigil Wealth Management, LLC 0.20% — 1,089 $239K
Stark Wealth Management LLC 0.90% Add +0.5% 1,086 $239K
First Financial Group Corp 0.20% No change 1,085 $238K
WealthTrust Axiom LLC 0.06% Add +0.1% 1,071 $235K
Piedmont Capital Management, LLC 0.15% — 1,070 $235K
Alexander Labrunerie & Co., Inc. 0.09% No change 1,067 $235K
AA Financial Advisors, LLC 0.04% Add +11.7% 1,067 $235K
Fortis Capital Management LLC 0.03% Add +0.2% 1,066 $234K
55 North Private Wealth, LLC 0.06% — 1,063 $234K
Vestia Personal Wealth Advisors 0.12% No change 1,037 $232K
NorthCrest Asset Manangement, LLC 0.01% No change 1,046 $232K
High Falls Advisors, Inc 0.05% No change 1,055 $232K
Advus Financial Partners, LLC 0.06% Add +0.1% 1,054 $232K
Vantage Point Financial LLC 0.08% Add +0.9% 1,054 $232K
Elm3 Financial Group, LLC 0.19% New 1,044 $229K
ArchPoint Investors 0.05% No change 1,043 $229K
Silvercrest Asset Management Group LLC 0.00% Reduce -4.7% 1,042 $229K
ELCO Management Co., LLC 0.14% New 1,040 $229K
Bay Harbor Wealth Management, LLC 0.06% Reduce -21.5% 1,038 $228K
MWA Asset Management 0.13% Reduce -19.4% 1,036 $228K
Vorpal, LLC 0.84% Add +0.8% 1,035 $227K
Secured Retirement Advisors, LLC 0.13% New 1,034 $227K
Core Wealth Partners LLC 0.10% No change 1,033 $227K
Heritage Investment Group, Inc. 0.03% No change 1,033 $227K
WPWealth LLP 0.04% No change 1,029 $226K
Arjuna Capital 0.06% No change 1,028 $226K
Fiduciary Wealth Partners, LLC 0.09% No change 1,021 $224K
Rockline Wealth Management, LLC 0.05% No change 1,020 $224K
Anchor Capital Advisors LLC 0.01% New 1,018 $224K
Accordant Advisory Group Inc 0.15% No change 1,013 $223K
Nalls Sherbakoff Group, LLC 0.16% Reduce -14.0% 1,013 $223K
Karras Company, Inc. 0.22% — 1,012 $222K
Retirement Planning Co of New England, Inc. 0.09% New 1,010 $222K
Godsey & Gibb, Inc. 0.02% Add +3.0% 1,010 $222K
Redwood Financial Network Corp 0.14% Add +0.4% 1,010 $222K
Prosperity Wealth Management, Inc. 0.07% New 1,009 $222K
Inspire Advisors, LLC 0.02% New 1,004 $221K
JSF Financial, LLC 0.05% Add +0.4% 1,002 $220K
Legacy Wealth Partners, LLC 0.06% — 1,002 $220K
Avalon Capital Management 0.05% No change 1,002 $220K
WoodTrust Financial Corp 0.03% No change 1,000 $220K
Bucket List Wealth Management, LLC 0.13% — 1,000 $220K
First County Bank 0.12% No change 1,000 $220K
Solano Wealth Investment Advisors LLC 0.11% No change 1,000 $220K
First Financial Corp. 0.08% No change 1,000 $220K
LMCG Investments, LLC 0.01% No change 1,000 $220K
Private Wealth Partners, LLC 0.02% No change 999 $220K
1832 Asset Management L.P. 0.00% Reduce -2.4% 999 $220K
Pinnacle Wealth Management Group, Inc. 0.11% No change 998 $219K
Cross Staff Investments Inc 0.12% New 997 $219K
Lee Danner & Bass Inc. 0.02% No change 995 $219K
Intergy Private Wealth, LLC 0.07% No change 995 $219K
Bar Harbor Wealth Management 0.01% No change 995 $219K
FSA Investment Group, LLC 0.13% Add +0.4% 995 $219K
Hidden Cove Wealth Management, LLC 0.14% No change 994 $218K
Drake & Associates, LLC 0.04% No change 994 $218K
Eagle Bluffs Wealth Management LLC 0.09% New 993 $218K
Insigneo Advisory Services, LLC 0.02% Reduce -13.3% 992 $218K
Ares Financial Consulting, LLC 0.21% — 992 $218K
Evelyn Partners Asset Management Ltd 0.05% No change 990 $218K
Northstar Financial Companies, Inc. 0.17% New 989 $217K
Meritage Portfolio Management 0.01% No change 988 $217K
Chesley Taft & Associates LLC 0.01% New 988 $217K
Cloud Capital Management, LLC 0.10% Reduce -1.6% 990 $217K
Phoenix Wealth Advisors 0.08% No change 987 $217K
Barden Capital Management, Inc. 0.18% No change 986 $217K
Guerra Pan Advisors, LLC 0.13% No change 985 $216K
Oldfather Financial Services, LLC 0.06% Reduce -19.9% 983 $216K
Win Advisors, Inc. 0.09% New 982 $216K
Osprey Private Wealth LLC 0.06% New 980 $215K
Valley Brook Capital Group, Inc. 0.14% Add +0.3% 980 $215K
NBT Bank, N.A. 0.01% Add +0.4% 1,045 $215K
Vestment Financial LLC 0.11% No change 954 $214K
Brighton Securities Corp. 0.11% Reduce -16.8% 972 $214K
Legacy Financial Group, Inc. 0.06% New 972 $214K
Clearwater Capital Advisors, LLC 0.02% No change 971 $213K
Morangie Management LLC 0.17% No change 970 $213K
Bernicke Wealth Management, Ltd. 0.03% — 968 $213K
Chesapeake Wealth Management 0.06% New 965 $212K
Altiora Financial Group, LLC 0.04% No change 965 $212K
Nabity-Jensen Investment Management Inc 0.14% No change 960 $211K
Copia Wealth Management 0.15% No change 959 $211K
Advance Capital Management, Inc. 0.01% New 959 $211K
Financial Consulate, Inc. 0.03% Reduce -7.4% 957 $210K
Balance Wealth Partners LLC 0.07% New 955 $210K
Fearless Solutions, LLC dba Best Invest 0.13% No change 954 $210K
Kilter Group LLC 0.09% Add +5.7% 953 $209K
Windsor Advisory Group, LLC 0.19% New 951 $209K
Heritage Wealth Management, Inc./Texas 0.09% No change 950 $209K
SeaBridge Investment Advisors LLC 0.03% Reduce -0.2% 949 $209K
Westhampton Capital, LLC 0.10% No change 949 $209K
Total Wealth Planning & Management, Inc. 0.16% — 944 $207K
WealthPLAN Partners, LLC 0.03% New 943 $207K
Fermata Advisors, LLC 0.05% Add +0.3% 942 $207K
Cresta Advisors, Ltd. 0.09% New 941 $207K
Edge Financial Advisors LLC 0.09% Add +0.9% 938 $206K
Optivise Advisory Services LLC 0.12% Add +0.1% 938 $206K
SteelPeak Wealth, LLC 0.01% Reduce -93.4% 937 $206K
Sun Group Wealth Partners 0.17% — 936 $206K
Gilbert Capital Group, Inc. 0.15% New 934 $205K
CapWealth Advisors, LLC 0.02% No change 933 $205K
Holistic Financial Partners 0.07% No change 931 $205K
LVW Advisors, LLC 0.02% No change 927 $204K
Investment House LLC 0.01% No change 927 $204K
Daviman Financial, LLC 0.12% — 924 $203K
Noesis Capital Mangement Corp. 0.03% New 920 $202K
PSI Advisors, LLC 0.05% New 920 $202K
APS Management Group, Inc. 0.17% New 919 $202K
Athena Investment Management 0.10% New 915 $201K
Capital CS Group, LLC 0.32% New 915 $201K
Coordinated Financial Services, Inc. 0.12% New 915 $201K
SOA Wealth Advisors, LLC. 0.03% No change 913 $201K
Virginia Wealth Management Group, Inc. 0.12% Reduce -2.7% 910 $200K
Dynasty Wealth Management, LLC 0.00% New 910 $200K
GHP Investment Advisors, Inc. 0.01% No change 903 $198K
TFC Financial Management, Inc. 0.02% Add +2873.3% 892 $196K
Wellington-Altus USA Inc. 0.14% — 885 $195K
McIlrath & Eck, LLC 0.02% Add +0.6% 866 $190K
Entrust Financial LLC 0.14% — 855 $188K
Winch Advisory Services, LLC 0.04% Add +12.8% 852 $187K
Obsidian Cio, LLC 0.27% Reduce -39.7% 837 $184K
Main Management LLC 0.01% Reduce -6.7% 833 $183K
Richardson Capital Management LLC 0.09% Add +0.7% 824 $181K
First Pacific Financial 0.02% Add +0.9% 822 $181K
Foster Dykema Cabot & Partners, LLC 0.01% Reduce -15.0% 809 $178K
Dorato Capital Management 0.13% — 789 $177K
EFG International AG 0.00% — 797 $175K
Syntax Research, Inc. 0.10% Add +0.8% 767 $169K
Basecamp Wealth Advisors LLC 0.04% — 754 $166K
Portfolio Resources Advisor Group, Inc. 0.16% — 728 $160K
Vestor Capital, LLC 0.01% Add +84.5% 1,317 $157K
Clearstead Trust, LLC 0.02% Reduce -1.8% 709 $156K
Stelac Advisory Services LLC 0.05% No change 707 $155K
MTM Investment Management, LLC 0.05% No change 707 $155K
Aviso Financial Inc. 0.01% Reduce -79.6% 706 $155K
Brown, Lisle/Cummings, Inc. 0.04% No change 695 $153K
Cornerstone Planning Group LLC 0.02% Reduce -59.5% 677 $151K
Moisand Fitzgerald Tamayo, LLC 0.02% No change 688 $151K
Princeton Global Asset Management LLC 0.02% Add +0.4% 688 $151K
GeoWealth Management, LLC 0.01% Add +8.2% 685 $150K
Signature Equity Partners, LLC 0.08% — 678 $149K
Global Trust Asset Management, LLC 0.06% Add +236.3% 676 $149K
Mb, Levis & Associates, LLC 0.06% Add +0.8% 659 $145K
Newton One Investments LLC 0.04% Add +0.8% 635 $140K
Manning & Napier Advisors LLC 0.00% Add +18.9% 630 $140K
Bellevue Asset Management, LLC 0.04% Add +0.2% 632 $139K
Align Financial, LLC 0.08% — 138,461 $138K
Winthrop Capital Management, LLC 0.03% No change 624 $137K
GoalVest Advisory LLC 0.03% No change 598 $131K
SJS Investment Consulting Inc. 0.02% No change 586 $129K
Sound Income Strategies, LLC 0.01% No change 567 $128K
Toronto Dominion Bank 0.00% No change 571 $125K
Tucker Asset Management LLC 0.04% Reduce -9.3% 549 $121K
WHI TRUST Co LLC 0.09% — 547 $120K
Steigerwald, Gordon & Koch Inc. 0.01% No change 532 $117K
Truvestments Capital LLC 0.02% No change 515 $113K
Fourth Dimension Wealth, LLC 0.04% Reduce -17.6% 506 $111K
St. Johns Investment Management Company, LLC 0.05% Reduce -15.8% 505 $111K
Clayton Financial Group LLC 0.05% Add +13.2% 490 $108K
Coastline Trust Co 0.01% No change 489 $107K
Imprint Wealth LLC 0.50% Reduce -50.0% 487 $107K
Jessup Wealth Management, Inc 0.03% New 460 $101K
Clarity Asset Management, Inc. 0.06% Reduce -1.7% 459 $101K
LM Advisors LLC 0.40% Reduce -77.8% 22,147 $101K
Godfrey Financial Associates, Inc. 0.09% — 447 $98K
Toth Financial Advisory Corp. 0.01% No change 440 $97K
Cary Street Partners Investment Advisory LLC 0.03% Add +5.2% 429 $94K
Aventura Private Wealth, LLC 0.03% No change 426 $94K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -5.4% 418 $92K
Lummis Asset Management, LP 0.05% No change 400 $88K
Centennial Bank 0.03% Reduce -20.0% 400 $88K
WealthCollab, LLC 0.04% No change 390 $86K
Pin Oak Investment Advisors Inc. 0.06% Reduce -69.4% 369 $85K
Activest Wealth Management 0.02% Add +2460.0% 384 $84K
Morton Brown Family Wealth, LLC 0.02% Reduce -3.0% 383 $84K
IFC & Insurance Marketing, Inc. 0.08% — 383 $84K
Bullseye Investment Management, LLC 0.04% New 380 $84K
Ameritas Investment Partners, Inc. 0.00% Add +0.5% 375 $82K
JDM Financial Group LLC 0.03% Reduce -30.8% 369 $81K
Colonial Trust Advisors 0.01% Reduce -49.7% 363 $80K
Founders Capital Management 0.04% No change 350 $77K
Proathlete Wealth Management LLC 0.02% Add +1557.1% 348 $77K
Estate Planners Group, LLC 0.03% — 347 $76K
Key Capital Management, INC 0.07% — 344 $76K
Atwood & Palmer Inc. 0.00% No change 336 $74K
Cypress Capital Management LLC (WY) 0.07% No change 318 $70K
NorthAvenue LLC 0.06% — 316 $69K
WPG Advisers, LLC 0.05% Add +4.7% 314 $69K
Eukles Asset Management 0.03% No change 314 $69K
Modus Advisors, LLC 0.02% New 314 $69K
Basepoint Wealth LLC 0.04% New 308 $68K
Olistico Wealth, LLC 0.03% New 309 $68K
Creative Capital Management Investments LLC 0.02% Reduce -11.5% 307 $67K
Garton & Associates Financial Advisors LLC 0.04% — 305 $67K
Davis Capital Management 0.05% Reduce -1.9% 304 $67K
Maseco LLP 0.00% New 298 $66K
Sittner & Nelson, LLC 0.02% No change 284 $65K
Beaird Harris Wealth Management, LLC 0.00% No change 288 $63K
TOWER TRUST & INVESTMENT Co 0.04% No change 288 $63K
GPS Wealth Strategies Group, LLC 0.05% Reduce -98.8% 282 $62K
Cornerstone National Bank & Trust Co 0.02% No change 280 $62K
Horrell Capital Management, Inc. 0.03% No change 274 $60K
Atlantic Private Wealth, LLC 0.04% Add +0.8% 270 $59K
Anfield Capital Management, LLC 0.02% No change 257 $56K
Avalon Trust Co 0.00% Reduce -83.7% 250 $55K
Legacies Wealth LLC 0.03% No change 250 $55K
Solstein Capital, LLC 0.02% No change 246 $54K
Valley Wealth Managers, Inc. 0.00% No change 245 $54K
Hara Capital LLC 0.03% No change 244 $54K
Dogwood Wealth Management LLC 0.02% No change 243 $53K
Ulland Investment Advisors, LLC 0.04% No change 240 $53K
Bullock Wealth Management Group 0.03% — 237 $52K
GW&K Investment Management, LLC 0.00% Add +69.3% 237 $52K
Inlight Wealth Management, LLC 0.02% Add +14.6% 235 $52K
Seneschal Advisors, LLC 0.04% No change 227 $50K
True Wealth Design, LLC 0.01% Reduce -31.8% 227 $50K
Core Alternative Capital 0.01% No change 223 $49K
Horizons Wealth Management 0.03% No change 222 $49K
Navalign, LLC 0.01% New 217 $48K
YANKCOM Partnership 0.02% New 214 $47K
HighMark Wealth Management LLC 0.02% Add +0.5% 211 $46K
Atomic Invest LLC 0.03% — 208 $46K
CBIZ Investment Advisory Services, LLC 0.00% No change 208 $46K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 208 $46K
Evermay Wealth Management LLC 0.01% Reduce -60.3% 203 $45K
United Community Bank 0.02% Add +97.1% 203 $45K
Team Financial Group, LLC 0.02% Add +1.0% 201 $44K
10Elms LLP 0.05% Reduce -33.3% 200 $44K
Proffitt & Goodson Inc. 0.01% No change 196 $43K
New England Capital Financial Advisors LLC 0.02% No change 192 $42K
Washington Trust Advisors, Inc. 0.00% No change 188 $41K
Quest 10 Wealth Builders, Inc. 0.04% No change 186 $41K
Fortitude Family Office, LLC 0.01% Reduce -50.8% 186 $41K
MidFirst Bank 0.00% — 185 $41K
Comprehensive Financial Planning, Inc. 0.03% Add +0.6% 179 $40K
Longview Financial Advisors LLC 0.02% No change 175 $38K
Thompson Investment Management, Inc. 0.00% No change 175 $38K
Valued Wealth Advisors LLC 0.02% Reduce -0.6% 168 $37K
Twin Lakes Capital Management, LLC 0.02% Add +0.6% 166 $36K
Murphy & Mullick Capital Management Corp 0.03% Add +158.7% 163 $36K
BNP Paribas Financial Markets 0.00% Reduce -90.1% 162 $36K
Financial Freedom, LLC 0.02% Add +0.6% 159 $35K
Garner Asset Management Corp 0.01% New 158 $35K
Private Wealth Management Group, LLC 0.01% Reduce -23.0% 154 $34K
Wealth Watch Advisors, INC 0.01% Reduce -55.0% 150 $33K
Piscataqua Savings Bank 0.02% No change 148 $33K
Tidemark, LLC 0.01% Reduce -58.9% 143 $31K
Investment Research & Advisory Group, Inc. 0.01% New 141 $31K
Eagle Bay Advisors LLC 0.02% New 140 $31K
Lloyd Advisory Services, LLC. 0.01% New 140 $31K
Hurley Capital, LLC 0.02% Add +28.7% 139 $31K
Y.D. More Investments Ltd 0.00% No change 136 $30K
Curio Wealth, LLC 0.01% No change 132 $29K
Glass Jacobson Investment Advisors llc 0.01% No change 132 $29K
Allianz SE 0.00% No change 124 $27K
Merited Wealth, LLC 0.02% — 122 $27K
Highline Wealth Partners LLC 0.01% Add +0.9% 117 $26K
Bank of New Hampshire 0.01% Reduce -3.4% 113 $25K
Quent Capital, LLC 0.00% New 109 $24K
Tompkins Financial Corp. 0.00% No change 107 $24K
Cheviot Value Management, LLC 0.00% No change 100 $22K
Midwest Capital Advisors, LLC 0.01% No change 100 $22K
Navigoe, LLC 0.01% No change 102 $22K
Teachers Insurance & Annuity Association of America 0.03% New 100 $22K
1620 Investment Advisors, Inc. 0.01% No change 100 $22K
DiNuzzo Private Wealth, Inc. 0.00% No change 100 $22K
Barnes Dennig Private Wealth Management LLC 0.02% No change 92 $20K
Osbon Capital Management LLC 0.02% — 92 $20K
Chelsea Counsel Co. 0.01% No change 88 $19K
Kozak & Associates, Inc. 0.00% No change 82 $19K
Signature Resources Capital Management, LLC 0.01% No change 81 $18K
Safe Harbor Fiduciary, LLC 0.02% — 80 $18K
Horizon Financial Services, LLC 0.01% No change 78 $17K
PayPay Securities Corp 0.46% Add +56.5% 72 $16K
MidAtlantic Capital Management, Inc. 0.01% New 71 $16K
American National Bank & Trust 0.00% Reduce -34.6% 70 $15K
Cedar Mountain Advisors, LLC 0.00% Add +1.5% 67 $15K
Bangor Savings Bank 0.00% No change 64 $14K
Vermillion & White Wealth Management Group, LLC 0.01% No change 64 $14K
Sunrise Financial Services, LLC 0.01% — 59 $13K
North Ridge Wealth Advisors, Inc. 0.01% No change 57 $13K
Chilton Capital Management LLC 0.00% Reduce -90.9% 57 $12K
Wilkerson Advisory Group LLC 0.00% — 55 $12K
Rakuten Securities, Inc. 0.00% Add +12.2% 55 $12K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 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
Financial Network Wealth Advisors LLC 0.01% No change 45 $10K
Strategic Wealth Advisors LLC 0.01% — 43 $9K
BankPlus Trust Department 0.00% No change 40 $9K
Nova Wealth Management, Inc. 0.01% New 34 $7K
Camelot Portfolios, LLC 0.00% New 33 $7K
Bank & Trust Co 0.00% No change 30 $7K
Your Advocates Ltd., LLP 0.00% New 29 $6K
DT Investment Partners, LLC 0.00% No change 29 $6K
Daytona Street Capital LLC 0.00% — 28 $6K
RHL Group, LLC 0.00% — 26 $6K
Sfam, LLC 0.00% — 23 $5K
Prudent Man Investment Management, Inc. 0.00% No change 22 $5K
Networth Advisors, LLC 0.00% — 18 $4K
Catherine Avery Investment Management LLC 0.00% No change 17 $4K
Country Trust Bank 0.00% No change 16 $4K
Go Invest LLC 0.00% — 15 $3K
Turning Point Benefit Group, Inc. 0.00% New 15 $3K
Bernard Wealth Management Corp. 0.00% No change 13 $3K
McGuire Capital Advisors Inc. 0.00% — 10 $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 $440
Blume Capital Management, Inc. 0.00% No change 2 $440
Strategic Advocates LLC 0.00% New 1 $221
Legacy Wealth Managment, LLC 0.00% New 1 $220

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