Vanguard Dividend Apprec ETFVIGETF

13F holders, Q1 2026 (March 31)
2,536holders −1
105new positions
96sold out
7famous investors
$215.07avg. 13F price*

At the end of Q1 2026, 2,536 institutions reported holding Vanguard Dividend Apprec ETF (VIG) in their 13F filings, down 1 from Q4 2025. 105 opened new positions and 96 sold out. The largest holders were Bank of America Corp. ($4.7B), Morgan Stanley ($2.8B) and Wells Fargo & Company ($2.3B). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions105$353.7M
Exits96$96.6M

All 13F filers, Q4 2025 → Q1 2026: 7,190,091 shares bought and 9,790,962 shares sold, net −2,600,871 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,536 holders

Bank of America Corp. 0.34% Reduce -12.4% 21,677,879 $4.7B
Morgan Stanley 0.17% Add +1.9% 13,018,448 $2.8B
Wells Fargo & Company 0.47% Reduce -0.2% 10,790,756 $2.3B
Vanguard Global Advisers, LLC 1.23% — 10,627,842 $2.3B
Wealthfront Advisers LLC 4.25% Reduce -8.9% 8,997,146 $1.9B
LPL Financial LLC 0.40% Add +1.3% 7,002,475 $1.5B
UBS Group AG 0.24% Add +1.1% 6,330,804 $1.4B
Raymond James Financial Inc. 0.38% Add +2.3% 5,720,946 $1.2B
HB Wealth Management, LLC 7.96% Add +1.0% 5,763,602 $1.2B
Royal Bank of Canada 0.17% Reduce -0.4% 4,141,560 $890.7M
JPMorgan Chase & Co. 0.05% Reduce -1.5% 3,195,623 $673.3M
Envestnet Asset Management Inc. 0.14% Add +8.7% 2,496,901 $537.0M
Prudential Financial Inc. 0.66% Reduce -7.9% 2,487,625 $535.0M
Ameriprise Financial Inc. 0.12% Reduce -6.5% 2,446,374 $526.2M
Commonwealth Equity Services, LLC 0.71% Reduce -7.7% 2,374,070 $510.6M
HighTower Advisors, LLC 0.54% Reduce -0.3% 2,351,156 $505.7M
Signaturefd, LLC 7.26% Add +2.6% 2,203,257 $473.8M
Jones Financial Companies LLLP 0.21% Add +18.4% 2,055,747 $433.3M
Osaic Holdings, Inc. 0.62% Add +3.5% 1,954,312 $420.4M
Modera Wealth Management, LLC 4.16% Add +4.0% 1,612,753 $346.8M
Northwestern Mutual Wealth Management Co. 0.21% Add +0.7% 1,587,592 $341.4M
Corient Private Wealth LP 0.47% Reduce -1.8% 1,544,410 $328.1M
Mariner, LLC 0.34% Reduce -2.1% 1,363,406 $293.2M
Joel Isaacson & Co., LLC 9.62% Add +2.3% 1,349,051 $290.1M
Waverly Advisors, LLC 2.02% Add +3.1% 1,254,222 $269.7M
Captrust Financial Advisors 0.46% Add +2.2% 1,231,858 $264.8M
Creative Planning 0.18% Add +7.0% 1,204,922 $259.1M
Howard Capital Management, LLC 4.23% Reduce -2.4% 1,201,982 $258.5M
Cetera Investment Advisers 0.27% Reduce -0.1% 1,173,338 $252.3M
Wealth Enhancement Advisory Services, LLC 0.54% Reduce -27.1% 1,147,118 $247.6M
Stifel Financial Corp. 0.20% Reduce -2.2% 1,035,284 $222.7M
Brown Advisory Inc. 0.35% Add +0.8% 986,330 $212.1M
MAI Capital Management 1.19% Reduce -2.1% 976,020 $209.9M
Bank of New York Mellon Corp 0.04% Reduce -9.7% 965,770 $207.7M
Aspiriant, LLC 5.85% Add +0.1% 955,149 $205.4M
Cerity Partners LLC 0.28% Add +8.8% 933,619 $201.0M
Cambridge Investment Research Advisors, Inc. 0.47% Reduce -0.6% 854,916 $183.9M
DAVENPORT & Co LLC 1.02% Add +12.2% 853,798 $183.6M
Truist Financial Corp. 0.24% Reduce -3.1% 831,224 $178.8M
Rockefeller Capital Management L.P. 0.31% Reduce -0.5% 824,486 $177.3M
Confluence Wealth Services, Inc. 6.81% Add +5.9% 816,946 $175.7M
Manufacturers Life Insurance Company, The 0.15% Reduce -11.6% 791,019 $170.1M
Cresset Asset Management, LLC 0.71% Reduce -1.7% 765,784 $164.7M
Nicholas Hoffman & Company, LLC. 3.73% Add +0.4% 750,651 $161.4M
Robertson Stephens Wealth Management, LLC 4.32% New 717,344 $154.3M
Goldman Sachs Group Inc. 0.02% Reduce -2.7% 698,249 $150.2M
Diversified Enterprises, LLC 8.14% Add +3.8% 690,306 $148.5M
Focus Partners Wealth 0.17% Reduce -0.0% 688,702 $148.2M
Blair William & Co. 0.42% Add +2.1% 687,771 $147.9M
Bank of Montreal 0.06% Reduce -8.9% 686,798 $147.7M
Baird Financial Group, Inc. 0.21% Reduce -2.7% 623,599 $134.1M
Private Advisor Group, LLC 0.60% Reduce -3.8% 593,665 $127.7M
Janney Montgomery Scott LLC 0.31% Add +0.2% 585,802 $126.0M
Mercer Global Advisors Inc. 0.19% Reduce -24.2% 585,433 $125.9M
Fifth Third Bancorp 0.23% Add +19.5% 584,358 $125.7M
Kestra Advisory Services, LLC 0.48% Add +8.0% 584,269 $125.7M
&partners 0.61% Reduce -0.8% 570,781 $122.7M
Trust Point Inc. 10.56% Reduce -53.0% 565,259 $121.6M
Glenmede Trust Co. NA 0.60% Reduce -1.1% 564,446 $121.4M
FMR LLC 0.01% Add +11.3% 499,813 $107.5M
MML Investors Services, LLC 0.29% Reduce -16.5% 493,250 $106.1M
Steward Partners Investment Advisory, LLC 0.54% Add +4.5% 492,749 $106.0M
Sanctuary Advisors, LLC 0.57% Add +3.5% 490,072 $105.4M
TD Private Client Wealth LLC 2.09% Reduce -0.3% 467,630 $100.6M
Horizon Investments, LLC 1.06% Add +237.9% 439,388 $94.5M
PNC Financial Services Group, Inc. 0.05% Add +6.7% 407,537 $87.6M
Haverford Trust Co 0.79% Reduce -0.0% 402,828 $86.6M
360 Financial, Inc. 25.71% Add +4.3% 396,679 $85.3M
Independent Advisor Alliance 0.90% Add +8602.0% 388,720 $83.6M
Beacon Pointe Advisors, LLC 0.43% Add +24.4% 378,858 $81.5M
Ieq Capital, LLC 0.37% Add +2.6% 374,469 $80.5M
Sequoia Financial Advisors, LLC 0.44% Add +3.7% 361,475 $77.7M
Franklin Resources Inc. 0.02% Reduce -20.3% 359,954 $77.4M
Stokes Family Office, LLC 7.86% Add +3.3% 354,083 $76.1M
Systematic Alpha Investments, LLC 2.67% No change 353,000 $75.9M
Park Avenue Securities LLC 0.58% Add +2.9% 346,034 $74.4M
Hubbell Strickland Wealth Management, LLC 29.36% Reduce -0.5% 342,517 $73.7M
Brookstone Capital Management 0.84% Add +3.0% 339,829 $73.1M
Baltimore-Washington Financial Advisors, Inc. 3.04% Add +2.7% 326,377 $70.2M
Wellington Management Group LLP 0.01% New 323,541 $69.6M
US Bancorp \de 0.08% Add +26.9% 319,901 $68.8M
NewEdge Advisors, LLC 0.25% Reduce -10.2% 319,730 $68.8M
Equitable Holdings, Inc. 0.44% Add +14.1% 313,122 $68.7M
Performance Wealth Partners, LLC 1.98% Add +0.9% 317,389 $68.3M
Rwa Wealth Partners, LLC 0.74% Add +4.2% 313,729 $67.5M
Paragon Capital Management Ltd 13.70% Reduce -2.1% 302,201 $65.0M
PDS Planning, Inc 4.02% Add +1.9% 283,210 $60.9M
Berkshire Money Management, Inc. 6.16% Reduce -1.2% 279,611 $60.1M
Advisor OS, LLC 4.30% Reduce -8.9% 276,339 $59.4M
True Link Financial Advisors, LLC 3.63% Add +0.9% 273,431 $58.8M
MJP Associates Inc. 7.01% Reduce -8.8% 268,372 $57.7M
Evensky & Katz LLC 3.20% Add +0.5% 261,326 $56.2M
Provenance Wealth Advisors, LLC 5.82% Reduce -3.9% 255,450 $54.9M
Wealth Architects, LLC 4.82% Add +2.5% 251,254 $54.0M
Enclave Advisors LLC 7.57% Reduce -6.9% 246,907 $53.1M
D.A. Davidson & Co. 0.32% Add +28.9% 245,039 $52.7M
GLOBALT Investments LLC / GA 1.87% Add +1.0% 243,246 $52.3M
Founders Financial Securities LLC 2.85% Add +62.6% 226,499 $50.5M
Northern Trust Corp. 0.01% Reduce -0.0% 230,160 $49.5M
Principle Wealth Partners LLC 2.80% Reduce -1.6% 227,881 $49.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +195.7% 227,567 $48.9M
Noble Family Wealth, LLC 9.97% Reduce -0.7% 224,526 $48.3M
Intellus Advisors LLC 6.56% Add +1.5% 223,147 $48.0M
New England Private Wealth Advisors LLC 5.48% Reduce -2.3% 220,861 $47.5M
AQR Capital Management 0.02% Add +28.4% 216,869 $46.6M
Eclectic Associates Inc. 6.11% Add +6.8% 214,103 $46.0M
Cambridge Associates LLC /Ma/ 0.71% New 208,306 $44.8M
Beacon Investment Advisory Services, Inc. 1.85% Add +61.6% 207,238 $44.6M
Citigroup Inc. 0.03% Reduce -5.5% 201,422 $43.3M
Howard Financial Services, LTD. 4.86% Add +2.5% 200,635 $43.1M
E&G Advisors, LLC 9.60% Reduce -0.2% 200,810 $43.1M
Capital Advisors Wealth Management, LLC 5.79% Reduce -3.0% 200,326 $43.1M
Farther Finance Advisors, LLC 0.41% Add +43.0% 199,219 $43.0M
Aurdan Capital Management, LLC 12.86% Add +4.4% 199,269 $42.9M
Mesirow Financial Investment Management, Inc. 0.69% Add +54.1% 196,954 $42.4M
Pathstone Holdings, LLC 0.17% Reduce -7.6% 196,817 $42.3M
Prime Capital Investment Advisors, LLC 0.48% Add +3.1% 194,698 $41.9M
Old Mission Investment Co LLC 9.78% Add +2.6% 194,475 $41.8M
Concurrent Investment Advisors, LLC 0.45% Add +1.9% 190,557 $41.0M
Connecticut Wealth Management, LLC 1.71% Reduce -0.2% 189,726 $40.8M
Quantinno Capital Management LP 0.07% Add +29.8% 187,148 $40.2M
TD Capital Management LLC 3.62% Reduce -0.6% 187,074 $40.2M
Laurel Wealth Advisors LLC 3.97% Add +0.9% 176,280 $40.2M
West Paces Advisors Inc. 7.72% Add +5.3% 185,200 $39.8M
Ballentine Partners, LLC 0.55% Reduce -3.7% 185,199 $39.8M
Harbour Investments, Inc. 0.61% Add +211.9% 183,301 $39.4M
Evoke Wealth, LLC 0.73% Add +1.8% 182,902 $39.3M
Baron Silver Stevens Financial Advisors, LLC 5.63% Add +1.4% 180,382 $38.8M
Prodigy Asset Management LLC 12.84% Add +3.6% 178,844 $38.5M
FIDELIS iM, LLC 14.50% Add +3.8% 178,169 $38.3M
Florida Trust Wealth Management Co 1.07% Reduce -1.3% 177,168 $38.1M
Rational Advisors, Inc. 4.12% Reduce -1.3% 176,111 $37.9M
Crews Bank & Trust 5.46% Add +1.7% 175,069 $37.7M
Avantax Planning Partners, Inc. 1.03% Reduce -22.6% 174,460 $37.5M
Vise Technologies, Inc. 0.73% No change 169,613 $37.3M
American Financial Advisors, LLC 4.97% Reduce -2.5% 173,077 $37.2M
AMG National Trust Bank 0.80% Add +11.6% 170,935 $36.8M
Kohmann Bosshard Financial Services, LLC 3.56% Add +0.5% 169,892 $36.5M
Diversified Trust Co. 0.67% Add +0.2% 168,309 $36.2M
Investment Advisory Services Inc. /TX 11.03% Reduce -0.8% 161,301 $34.7M
Human Investing LLC 5.04% Add +2.1% 160,821 $34.6M
Betterment LLC 0.06% Reduce -0.5% 159,055 $34.2M
Allworth Financial LP 0.14% Reduce -0.3% 158,913 $34.2M
Sapient Capital LLC 0.51% Add +10.5% 156,958 $33.8M
EP Wealth Advisors, LLC 0.17% Reduce -3.2% 156,551 $33.7M
Cornerstone Advisory, LLC 3.15% Add +0.3% 154,651 $33.3M
Valmark Advisers, Inc. 0.39% Add +0.5% 153,745 $33.1M
Clearstead Advisors, LLC 0.30% Reduce -12.7% 152,452 $32.8M
Seneca Financial Advisors LLC 9.47% Add +1.8% 150,245 $32.3M
First Manhattan Co. Llc. 0.09% Reduce -0.2% 146,987 $31.6M
Pinnacle Financial Partners, Inc. 0.24% Reduce -7.3% 146,567 $31.5M
Advisory Alpha, LLC 0.85% Reduce -1.6% 145,145 $31.2M
Crane Advisory, LLC 4.63% Reduce -0.3% 137,671 $31.0M
Studio Investment Management LLC 5.57% Reduce -0.2% 143,711 $30.9M
National Bank of Canada 0.03% Add +16.1% 142,307 $30.6M
Buska Wealth Management, LLC 12.28% Reduce -10.7% 142,152 $30.6M
Capital Advisors, Ltd. LLC 3.47% Reduce -2.2% 141,847 $30.5M
Firestone Capital Management 6.32% Add +1.9% 141,238 $30.4M
M&T Bank Corp 0.10% Reduce -9.1% 139,301 $30.0M
KilterHowling LLC 14.90% Add +1.3% 137,315 $29.5M
TD Waterhouse Canada Inc. 0.09% Add +90.2% 135,585 $29.2M
ProVise Management Group, LLC 2.09% Reduce -0.5% 135,441 $29.1M
MTM Financial Group, LLC 13.61% Add +1.3% 134,847 $29.0M
Resonant Capital Advisors, LLC 1.51% Add +6.6% 133,941 $28.8M
Arlington Trust Co LLC 2.51% Reduce -20.9% 132,357 $28.5M
Cary Street Partners Financial LLC 0.70% Reduce -0.5% 132,258 $28.4M
Agf Management Ltd. 0.12% Reduce -0.6% 128,678 $27.7M
Cascades Capital Asset Management, LLC 11.70% Add +14.9% 128,256 $27.6M
Cwm, LLC 0.07% Add +2.3% 128,141 $27.6M
EverSource Wealth Advisors, LLC 0.83% Add +1.1% 126,760 $27.3M
Select Asset Management & Trust 8.37% Add +1.6% 124,599 $26.8M
Ball & Co Wealth Management Inc. 22.32% Reduce -0.4% 124,056 $26.7M
Compton Wealth Advisory Group, LLC 5.94% Add +0.3% 123,646 $26.7M
Scotia Capital Inc. 0.11% Reduce -11.1% 123,078 $26.5M
Granite FO LLC 15.44% Reduce -1.5% 121,327 $26.1M
Stratos Wealth Partners, LTD. 0.30% Add +0.2% 120,289 $25.9M
BlackRock, Inc. 0.00% Reduce -25.3% 119,236 $25.6M
Lodestar Private Asset Management LLC 2.53% Reduce -2.6% 119,216 $25.6M
Northeast Investment Management 1.06% Reduce -3.8% 118,642 $25.5M
PFG Advisors 1.24% Add +6.3% 118,267 $25.4M
Mutual Advisors, LLC 0.54% Reduce -2.2% 117,601 $25.3M
Capital Advantage, Inc. 3.30% Add +0.2% 117,216 $25.2M
Compass Financial Group, INC 3.52% Add +0.8% 117,027 $25.2M
Allen Investment Management, LLC 0.31% Add +10.1% 116,251 $25.0M
Americana Partners, LLC 0.65% Add +1.1% 116,080 $25.0M
Goepper Burkhardt LLC 8.32% Add +0.5% 115,851 $24.9M
Prepared Retirement Institute LLC 12.29% Add +1.7% 115,113 $24.8M
Graves Light Lenhart Wealth, Inc. 2.57% Reduce -0.6% 114,960 $24.7M
Kintra Wealth, LLC 1.75% Add +14.6% 114,894 $24.7M
Coldstream Capital Management Inc. 0.31% Add +5.3% 114,753 $24.7M
Montag A & Associates Inc. 1.15% Reduce -0.5% 114,665 $24.7M
Vestmark Advisory Solutions, Inc. 0.27% Add +31.9% 114,562 $24.6M
Kingsview Wealth Management, LLC 0.34% Add +18.3% 114,424 $24.6M
Wharton Business Group, LLC 0.93% Reduce -0.0% 113,973 $24.5M
Carr Financial Group Corp 6.46% Reduce -5.1% 113,815 $24.5M
GEN Financial Management, INC. 15.14% Add +0.2% 113,693 $24.5M
SouthState Bank Corp 1.12% Add +0.1% 111,535 $24.0M
Stephens Inc. 0.30% Add +0.5% 111,150 $23.9M
Focus Financial Network, Inc. 0.84% Add +3.3% 109,276 $23.5M
Western Wealth Management, LLC 0.89% Add +6.3% 108,062 $23.2M
SimpliFi, Inc. 9.56% Add +0.9% 105,848 $22.8M
Burns J W & Co. Inc. 2.60% Add +2.1% 105,378 $22.7M
NewEdge Wealth, LLC 0.27% Reduce -4.0% 105,375 $22.7M
IFP Advisors, Inc 0.47% Reduce -1.2% 104,744 $22.5M
J. R. Prunier Capital Management LLC 9.56% Reduce -2.4% 104,559 $22.5M
Family CFO Inc 10.04% Add +0.5% 104,268 $22.4M
Coston, McIsaac & Partners 5.06% Reduce -2.4% 104,250 $22.4M
Clarity Wealth Advisors, LLC 4.61% Add +2.3% 104,132 $22.4M
Snowden Capital Advisors LLC 0.59% Add +1.3% 102,428 $22.0M
SBI Securities Co., Ltd. 0.60% Add +0.2% 101,275 $21.8M
Wealthcare Advisory Partners LLC 0.42% Reduce -9.8% 101,003 $21.7M
Coastline Complete Wealth LLC 13.46% Add +14.0% 100,968 $21.7M
Wingate Wealth Advisors, Inc. 11.60% Add +14.1% 100,909 $21.7M
Flywheel Private Wealth LLC 12.33% Add +1.1% 100,687 $21.7M
OneDigital Investment Advisors LLC 0.21% Reduce -1.0% 100,684 $21.7M
Mittelman Wealth Management 13.49% Add +2.7% 100,578 $21.6M
Romano Brothers and Company 2.46% Add +1.1% 100,496 $21.6M
Fusion Capital, LLC 5.83% Reduce -1.7% 100,421 $21.6M
JT Stratford LLC 2.76% Reduce -0.3% 100,322 $21.6M
Jackson, Grant Investment Advisers, Inc. 7.18% Reduce -0.4% 99,950 $21.5M
Roof Eidam Maycock Peralta, LLC 4.91% Add +1.9% 99,608 $21.4M
Lido Advisors, LLC 0.08% Reduce -4.2% 99,483 $21.4M
SCS Capital Management LLC 0.23% Reduce -9.8% 99,206 $21.3M
Retirement Planning Group, LLC 0.65% Reduce -11.1% 97,861 $21.0M
CreativeOne Wealth, LLC 0.49% Add +0.7% 97,742 $21.0M
Addison Advisors LLC 4.64% Add +1.4% 97,666 $21.0M
Associated Banc-Corp 0.55% Reduce -0.6% 97,368 $20.9M
Natixis Advisors, LLC 0.03% Add +5.2% 97,329 $20.9M
Juno Financial Group LLC 8.19% Add +2.5% 97,163 $20.9M
Tradition Wealth Management, LLC 1.48% Add +1.0% 96,745 $20.8M
Global Wealth Strategies & Associates 5.08% Add +56.0% 96,128 $20.7M
Kingswood Wealth Advisors, LLC 0.97% Add +4.8% 95,461 $20.5M
Carnegie Investment Counsel 0.40% Reduce -8.5% 95,201 $20.5M
Amara Financial, Llc. 14.10% Reduce -2.9% 95,132 $20.5M
Gladstone Institutional Advisory LLC 0.75% Add +2.9% 94,263 $20.3M
Family Manage LLC 2.40% Reduce -0.7% 93,105 $20.0M
Wheelhouse Advisory Group LLC 6.61% Add +2.1% 92,795 $20.0M
JNBA Financial Advisors 1.66% Reduce -3.8% 92,589 $19.9M
Snider Financial Group 5.97% Reduce -4.9% 91,924 $19.8M
HBK Sorce Advisory LLC 0.40% Add +6.3% 86,583 $19.7M
Aprio Wealth Management, LLC 1.08% Add +6682.0% 91,693 $19.7M
Forbes J M & Co. LLP 1.64% Add +2.9% 90,424 $19.4M
Gerald Baker Financial Group LLC 6.15% — 90,256 $19.4M
FAS Wealth Partners, Inc. 1.21% Add +0.3% 90,227 $19.4M
Smith, Moore & Co. 1.39% Add +0.8% 88,675 $19.1M
Hapanowicz & Associates Financial Services, Inc 7.58% Add +2.4% 88,671 $19.1M
CENTRAL TRUST Co 0.37% Reduce -2.7% 88,246 $19.0M
Curi Capital, LLC 0.34% Add +1.0% 87,616 $18.8M
Whitegate Investment Counselors, Inc. 5.98% Reduce -1.0% 87,462 $18.8M
Flagship Harbor Advisors, LLC 0.83% Reduce -0.2% 87,449 $18.8M
Sound View Wealth Advisors Group, LLC 1.28% Reduce -0.5% 87,389 $18.8M
Gotham Asset Management 0.06% Add +5.2% 87,108 $18.7M
Annex Advisory Services, LLC 0.35% Reduce -5.0% 86,655 $18.6M
Mirae Asset Global Investments Co., Ltd. 0.05% Reduce -10.6% 85,861 $18.5M
Citizens Financial Group Inc. 0.26% Reduce -4.6% 85,732 $18.4M
Cornerstone Wealth Management, LLC 0.92% Reduce -11.3% 85,149 $18.3M
Rothschild Investment LLC 0.96% Add +1.0% 85,124 $18.3M
BIP Wealth, LLC 0.74% Reduce -7.5% 84,482 $18.2M
Aptus Capital Advisors, LLC 0.15% Add +5.3% 83,628 $18.0M
Councilmark Asset Management, LLC 10.28% Add +6.8% 83,309 $17.9M
Merit Financial Group, LLC 0.13% Add +8.5% 83,151 $17.9M
CM Wealth Advisors LLC 3.79% Reduce -4.1% 82,795 $17.8M
Hanover Advisors Inc. 7.22% Reduce -0.1% 82,606 $17.8M
Cahill Financial Advisors Inc. 1.89% Reduce -2.2% 81,343 $17.5M
VestGen Advisors, LLC 0.49% Add +857.9% 75,886 $17.4M
Reality Financial Planning Services, LLC 16.67% Reduce -0.0% 80,348 $17.3M
United Capital Financial Advisors, LLC 0.11% Add +4.8% 80,244 $17.3M
Focus Partners Advisor Solutions, LLC 0.17% Add +9.3% 79,887 $17.2M
Kestra Private Wealth Services, LLC 0.21% Add +7.1% 79,686 $17.1M
Onyx Bridge Wealth Group LLC 1.84% Add +0.0% 79,683 $17.1M
Summit Financial, LLC 0.22% Add +107.9% 79,498 $17.1M
Apollon Financial, LLC 2.33% Add +7.5% 78,176 $16.8M
Kraft, Davis & Associates, LLC 3.58% Add +2.5% 73,434 $16.8M
Visionary Wealth Advisors 0.74% Add +2.2% 77,370 $16.6M
High Net Worth Advisory Group LLC 3.88% Add +1.5% 77,367 $16.6M
D.B. Root & Company, LLC 3.93% Reduce -1.8% 76,501 $16.5M
Accretive Wealth Partners, LLC 4.64% Add +3.9% 76,443 $16.4M
Asset Management Group, Inc. 2.66% Reduce -2.4% 76,408 $16.4M
Great Valley Advisor Group, Inc. 0.30% Reduce -8.2% 76,303 $16.4M
CRA Financial Services, LLC 2.13% Reduce -4.8% 76,285 $16.4M
HHM Wealth Advisors, LLC 1.88% Reduce -0.2% 75,730 $16.3M
Kitching Partners, LLC 14.97% Reduce -5.1% 75,521 $16.2M
Martel Wealth Advisors LLC 2.76% Reduce -3.1% 75,362 $16.2M
World Investment Advisors 0.26% Add +1.9% 74,387 $16.0M
Journey Advisory Group, LLC 1.37% Reduce -2.3% 74,267 $16.0M
Circle Wealth Management, LLC 0.23% Reduce -2.7% 73,810 $15.9M
WASHINGTON TRUST Co 0.53% Add +2.3% 73,467 $15.8M
Ancora Advisors LLC 0.33% Reduce -1.4% 72,581 $15.6M
Mosaic Financial Group, LLC 11.01% Add +0.3% 72,105 $15.5M
Aspen Grove Capital, LLC 3.01% Add +0.3% 71,957 $15.5M
CIBC Bancorp USA Inc. 0.02% — 71,846 $15.5M
Cozad Asset Management Inc. 1.21% Reduce -0.7% 71,337 $15.3M
Zions Bancorporation, National Association 0.99% Reduce -5.8% 71,135 $15.3M
SWAN Capital LLC 5.60% Add +19.3% 70,892 $15.2M
Moneta Group Investment Advisors LLC 0.11% Add +5.7% 70,824 $15.2M
Strategic Financial Concepts, LLC 3.74% Add +4029.9% 70,622 $15.2M
Integral Investment Advisors, Inc. 3.77% Add +1.6% 70,341 $15.1M
Conquis Financial LLC 12.50% Add +6.7% 66,208 $15.1M
Advisory Services Network, LLC 0.20% Add +1.8% 69,973 $15.0M
Motive Wealth Advisors 6.99% Reduce -7.2% 69,171 $14.9M
Family Investment Center, Inc. 2.86% Reduce -2.3% 69,163 $14.9M
Planning Directions Inc. 7.51% Add +1.4% 69,009 $14.8M
NWF Advisory Services Inc. 1.68% Add +1.0% 68,983 $14.8M
Marble Wealth, LLC 2.59% Reduce -3.6% 68,917 $14.8M
Evergreen Capital Management LLC 0.32% Add +0.7% 68,199 $14.7M
First National Bank of Omaha 0.45% Add +0.5% 69,513 $14.7M
Mission Wealth Management, LP 0.31% Add +5.8% 67,890 $14.6M
AlphaCore Capital LLC 0.35% Reduce -6.5% 67,863 $14.6M
Evergreen Wealth Management, LLC 7.51% Add +2.5% 67,679 $14.6M
Macco Financial Group, Inc. 11.00% Add +39.5% 67,533 $14.5M
FRG Family Wealth Advisors LLC 2.38% Reduce -0.7% 67,389 $14.5M
Strategies Wealth Advisors, LLC 1.45% Reduce -2.2% 67,226 $14.5M
Dakota Wealth Management 0.31% Add +0.2% 66,828 $14.4M
Drucker Wealth 3.0, LLC 2.50% Add +2.8% 66,519 $14.3M
Spirepoint Private Client, LLC 1.36% Add +6.0% 66,284 $14.3M
Mgo One Seven LLC 0.28% Add +0.3% 65,802 $14.2M
Integrated Wealth Concepts LLC 0.11% Add +101.6% 65,122 $14.0M
Pettyjohn, Wood & White, Inc. 2.21% Reduce -1.1% 64,673 $13.9M
Fulton Breakefield Broenniman LLC 0.91% Add +1.6% 64,589 $13.9M
Signature Estate & Investment Advisors LLC 0.28% Reduce -0.1% 64,288 $13.8M
Websterrogers Financial Advisors, LLC 3.93% Add +7.4% 63,924 $13.7M
Boston Family Office LLC 0.91% Add +11.7% 63,914 $13.7M
Arkadios Wealth Advisors 0.23% Reduce -12.6% 63,632 $13.7M
M3 Advisory Group, LLC 8.43% Add +1.3% 63,599 $13.7M
Whittier Trust Co. 0.15% Reduce -0.1% 62,982 $13.7M
Integrated Advisors Network LLC 0.71% Reduce -39.1% 62,832 $13.5M
JFS Wealth Advisors, LLC 0.75% Reduce -2.0% 62,431 $13.4M
Vanguard National Trust Co 0.84% — 62,298 $13.4M
Oak Harvest Investment Services 1.40% Reduce -3.1% 62,250 $13.4M
Bradley Foster & Sargent Inc. 0.21% Add +2.4% 61,758 $13.3M
Allred Capital Management, LLC 4.83% Add +1.2% 61,655 $13.3M
Apella Capital, LLC 0.20% Reduce -5.7% 58,280 $13.3M
Composition Wealth, LLC 0.18% Reduce -17.9% 61,594 $13.2M
Meridian Wealth Advisors, LLC 1.75% Reduce -2.0% 61,520 $13.2M
GreatBanc Trust CO 9.25% Add +1.7% 61,485 $13.2M
Rehmann Capital Advisory Group 0.69% Add +0.8% 61,247 $13.2M
Garde Capital, Inc. 0.78% No change 60,904 $13.1M
Perigon Wealth Management, LLC 0.24% Reduce -5.9% 60,841 $13.1M
Mendel Capital Management LLC 6.56% — 60,700 $13.1M
Patriot Financial Group Insurance Agency, LLC 0.73% Add +77.5% 60,396 $13.0M
Spreng Capital Management, Inc. 6.12% Add +17.9% 60,359 $13.0M
Wealthspire Advisors, LLC 0.10% Add +4.3% 60,209 $12.9M
Destiny Wealth Partners, LLC 1.42% Reduce -0.3% 60,201 $12.9M
Old National Bancorp 0.22% Reduce -2.3% 60,115 $12.9M
Thrivent Financial for Lutherans 0.03% Reduce -7.0% 59,976 $12.9M
O'shaughnessy Asset Management, LLC 0.06% Add +33.3% 59,933 $12.9M
Paradigm Capital Management, LLC 11.76% Add +0.8% 59,053 $12.7M
Bryn Mawr Trust Advisors, LLC 0.61% Reduce -0.4% 58,803 $12.6M
Novem Group 1.45% Reduce -57.7% 58,557 $12.6M
Aberdeen Wealth Management LLC 5.73% Add +23.7% 58,417 $12.6M
Parallel Advisors, LLC 0.23% Add +5.7% 58,338 $12.5M
Chatham Capital Group, Inc. 1.82% Reduce -1.0% 58,335 $12.5M
Albion Financial Group 0.81% Add +0.1% 58,102 $12.5M
DDFG, Inc 2.69% Reduce -4.2% 57,993 $12.5M
Hengehold Capital Management LLC 1.09% Add +9.3% 57,967 $12.5M
Patriot Investment Management Group, Inc. 0.80% Reduce -0.7% 57,921 $12.5M
Johnson Investment Counsel Inc. 0.10% Add +2.5% 57,886 $12.4M
Wealth Analytics Partners, LLC 5.05% Reduce -1.6% 57,720 $12.4M
Leavell Investment Management, Inc. 0.51% Add +0.1% 57,590 $12.4M
Regal Investment Advisors LLC 0.71% Reduce -1.8% 57,460 $12.4M
Pecaut & Co. 4.00% Reduce -2.1% 57,236 $12.3M
Benjamin Edwards Inc. 0.12% Reduce -0.3% 56,471 $12.1M
Curran Financial Partners, LLC 2.16% Add +8.7% 56,029 $12.0M
Whittier Trust Co. of Nevada Inc. 0.25% Reduce -1.8% 55,529 $12.0M
Advisors Preferred, LLC 1.77% Add +2.3% 55,983 $12.0M
Arax Advisory Partners 0.34% Add +3.1% 55,978 $12.0M
Savant Capital, LLC 0.06% Add +12.5% 55,935 $12.0M
Dagco, Inc. 2.59% Add +5.4% 55,642 $12.0M
Flputnam Investment Management Co. 0.18% Reduce -2.1% 55,255 $11.9M
Stratos Wealth Advisors, LLC 0.73% Add +2.0% 55,146 $11.9M
WealthShield Partners, LLC 1.32% Add +0.4% 55,047 $11.8M
Dala Group, LLC 9.87% Add +17.5% 54,877 $11.8M
CWS Financial Advisors, LLC 3.02% Add +0.2% 54,731 $11.8M
Capital Investment Advisors, LLC 0.17% Reduce -4.9% 54,689 $11.8M
Essex Financial Services, Inc. 0.66% Reduce -0.8% 54,364 $11.7M
Sherman Wealth Management LLC 10.02% Add +5.0% 54,219 $11.7M
Western Pacific Wealth Management, LP 11.73% Add +0.1% 53,637 $11.5M
Safir Wealth Advisors, LLC 8.34% Add +1.7% 53,611 $11.5M
Capital Analysts, LLC 0.30% Reduce -6.3% 53,546 $11.5M
Financial Advisory Partners, LLC 3.24% Add +7.5% 53,277 $11.5M
VPR Management LLC 4.52% No change 52,630 $11.3M
White Lighthouse Investment Management Inc. 1.56% Reduce -0.5% 52,339 $11.3M
CVA Family Office, LLC 1.19% Add +1.9% 52,337 $11.3M
Tower Research Capital LLC (TRC) 0.29% New 52,252 $11.2M
Kovack Advisors, Inc. 0.60% Add +1.0% 51,418 $11.2M
Main Street Financial Solutions, LLC 0.82% Add +1.1% 52,006 $11.2M
White Wing Wealth Management 6.71% Add +10.7% 51,963 $11.2M
Twin Focus Capital Partners, LLC 1.28% Add +15.3% 51,869 $11.2M
Transcend Capital Advisors, LLC 0.89% Add +2.7% 51,793 $11.1M
HM Payson & Co. 0.16% Reduce -37.5% 51,640 $11.1M
Ameritas Advisory Services, LLC 0.43% Reduce -2.0% 51,348 $11.0M
M3 Wealth Management, LLC 8.50% Add +7.0% 51,328 $11.0M
Global Wealth Management, LLC 6.00% Reduce -3.6% 51,175 $11.0M
Brown Brothers Harriman & Co. 0.06% Reduce -1.0% 51,012 $11.0M
Fidelity D & D Bancorp Inc. 4.37% Add +7.0% 50,714 $10.9M
Bigelow Investment Advisors, LLC 4.35% Reduce -1.0% 50,504 $10.9M
Novare Capital Management LLC 0.86% Add +432.7% 50,306 $10.8M
Security Financial Services, INC. 1.69% Reduce -1.0% 49,696 $10.7M
NorthRock Partners, LLC 0.17% Reduce -3.4% 49,661 $10.7M
Sigma Planning Corp 0.30% Add +14.5% 49,479 $10.6M
Crestwood Advisors Group, LLC 0.18% Reduce -1.5% 49,333 $10.6M
Choate Investment Advisors 0.21% Reduce -2.6% 49,254 $10.6M
Castlekeep Investment Advisors LLC 5.72% Add +4.2% 49,082 $10.6M
LS Investment Advisors, LLC 1.57% Reduce -16.5% 48,765 $10.5M
Blackston Financial Advisory Group, LLC 6.54% Reduce -0.6% 48,525 $10.4M
Keystone Financial Group, Inc. 5.42% Add +1.9% 48,461 $10.4M
Laurel Oak Wealth Management, LLC 1.74% Add +4.7% 48,050 $10.3M
Donaldson Capital Management, LLC 0.33% Add +2.6% 47,733 $10.3M
Integrity Alliance, Llc. 0.39% Reduce -11.0% 47,661 $10.3M
Kellett Wealth Advisors, LLC 5.54% Add +66.9% 47,508 $10.2M
Mycio Wealth Partners, LLC 2.03% Add +0.3% 47,328 $10.2M
Wimmer Associates 1, LLC 4.97% Reduce -0.5% 47,308 $10.2M
Elevation Point Wealth Partners, LLC 0.24% Add +118.3% 47,207 $10.2M
River's Edge Wealth Management, LLC 9.52% Reduce -7.7% 44,717 $10.1M
Trek Financial, LLC 0.54% Reduce -24.6% 47,055 $10.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.23% Reduce -1.2% 46,711 $10.0M
Forvis Mazars Wealth Advisors, LLC 0.19% Reduce -5.6% 46,685 $10.0M
Prentice Wealth Management LLC 2.26% Reduce -0.1% 46,533 $10.0M
GW Henssler & Associates Ltd. 0.47% Add +4.3% 46,297 $10.0M
Sax Wealth Advisors, LLC 0.48% No change 45,298 $10.0M
Modern Wealth Management, LLC 0.17% Reduce -7.0% 46,029 $9.9M
City State Bank 2.57% Add +7.0% 46,088 $9.9M
Financial Perspectives, Inc 2.76% Add +0.6% 45,928 $9.9M
Gateway Wealth Partners, LLC 0.38% Add +121.2% 45,838 $9.9M
Peapack Gladstone Financial Corp. 0.13% Add +15.8% 45,704 $9.8M
Gilliland Jeter Wealth Management LLC 2.91% Add +0.2% 45,687 $9.8M
Sandbox Financial Partners, LLC 2.74% Reduce -3.2% 45,369 $9.8M
Level Four Advisory Services, LLC 0.32% Add +7.6% 45,306 $9.7M
Peterson Wealth Management 5.63% Add +2.8% 45,179 $9.7M
Prospera Financial Services Inc 0.16% Reduce -3.7% 45,110 $9.7M
Souders Financial Advisors 1.11% Add +1.9% 45,057 $9.7M
Koshinski Asset Management, Inc. 0.60% Add +0.1% 44,975 $9.7M
Financial Planning Hawaii, Inc. 5.70% Add +0.8% 44,972 $9.7M
Diana Davis Spencer Foundation 24.48% New 44,730 $9.6M
Syon Capital LLC 0.48% Reduce -37.2% 44,680 $9.6M
Northstar Group, Inc. 1.40% Add +1.9% 44,583 $9.6M
PMG Wealth Management, Inc. 6.89% Add +1.3% 44,420 $9.6M
Moors & Cabot, Inc. 0.41% Add +7.0% 44,379 $9.5M
Woodmont Investment Counsel LLC 0.59% Add +0.8% 44,190 $9.5M
Bristlecone Value Partners, LLC 8.33% Add +10.3% 44,024 $9.5M
GC Wealth Management RIA, LLC 0.39% Add +9.9% 43,966 $9.5M
Walter & Keenan Wealth Management LLC /in/ 2.65% Add +0.8% 43,853 $9.4M
North Star Investment Management Corp. 0.57% Add +0.1% 43,734 $9.4M
180 Wealth Advisors, LLC 1.07% Add +1.2% 43,718 $9.4M
Venture Visionary Partners LLC 0.31% Reduce -7.6% 43,658 $9.4M
Cascade Wealth Advisors, Inc 4.11% Reduce -0.5% 41,071 $9.4M
Cerro Pacific Wealth Advisors LLC 2.44% Reduce -9.3% 43,322 $9.3M
Plotkin Financial Advisors, LLC 4.65% Add +0.3% 43,014 $9.3M
BNP Paribas Financial Markets 0.01% Add +26442.0% 42,998 $9.2M
Titleist Asset Management, LLC 0.70% Add +10.9% 42,908 $9.2M
Compass Ion Advisors, LLC 0.88% Add +0.3% 42,770 $9.2M
Formulate Financial LLC 11.31% Add +0.8% 42,578 $9.2M
Vanguard Advisers Inc. 0.04% — 42,339 $9.1M
Cascade Financial Partners, LLC 0.93% Reduce -1.4% 41,959 $9.0M
Jefferies Financial Group Inc. 0.11% Reduce -10.8% 41,878 $9.0M
Integrated Capital Management, Inc. 5.98% Reduce -3.4% 41,812 $9.0M
Independent Financial Group, LLC 0.20% Add +1.6% 41,732 $9.0M
StoneX Group Inc. 0.48% Reduce -7.9% 41,600 $8.9M
Miller Capital Partners, Inc. 4.33% Add +0.3% 41,559 $8.9M
Nikulski Financial, Inc. 2.20% Reduce -49.4% 41,513 $8.9M
Gleason Group, Inc. 0.88% Add +0.4% 41,500 $8.9M
Oppenheimer & Co. Inc. 0.11% Reduce -6.0% 41,398 $8.9M
AE Wealth Management LLC 0.05% Reduce -22.2% 41,397 $8.9M
Park National Corp. 0.27% Add +968.3% 41,184 $8.9M
Brio Consultants, LLC 1.08% Reduce -8.0% 38,697 $8.9M
Pathway Financial Advisors LLC 1.10% Add +0.0% 40,993 $8.9M
First Horizon Corp. 0.37% Reduce -3.0% 41,102 $8.8M
GM Advisory Group, LLC 0.34% Add +0.5% 40,984 $8.8M
Hamrick Investment Counsel, llc 4.87% Add +7.4% 40,905 $8.8M
Warner Financial, Inc. 3.01% Reduce -2.6% 40,752 $8.8M
Employees' Retirement Fund of the City of Fort Worth 3.79% No change 40,651 $8.7M
Signet Financial Management, LLC 0.98% Reduce -1.8% 40,629 $8.7M
Chicago Partners Investment Group LLC 0.19% Reduce -6.5% 38,312 $8.7M
Compass Financial Group, Inc. (Ohio) 6.35% Add +25.1% 40,348 $8.7M
Cibc World Market Inc. 0.02% Reduce -3.1% 39,919 $8.6M
Bridgewater Advisors Inc. 0.51% Reduce -1.5% 37,244 $8.5M
Capstone Financial Advisors, Inc. 0.46% Reduce -0.6% 39,283 $8.4M
Madson Wealth Advisors Inc 7.02% — 39,263 $8.4M
Alexis Investment Partners, LLC 5.77% Reduce -1.2% 39,772 $8.4M
New Perspectives, Inc 2.90% Reduce -1.5% 38,946 $8.4M
Adirondack Capital Advisors, LLC 5.37% Add +27.3% 38,855 $8.4M
Apollon Wealth Management, LLC 0.14% Reduce -2.7% 38,662 $8.3M
Exchange Traded Concepts, LLC 0.06% Add +18.8% 38,555 $8.3M
Ranch Capital Advisors Inc. 3.01% Add +0.6% 38,329 $8.2M
Orion Capital Management LLC 2.84% Reduce -9.8% 38,248 $8.2M
Shrier Wealth Management, LLC 3.03% Add +7.3% 38,152 $8.2M
Cypress Financial Planning LLC 2.29% Add +1.3% 38,148 $8.2M
Moseley Investment Management Inc. 2.61% Add +1.4% 38,024 $8.2M
Pinnacle Associates Ltd. 0.10% Reduce -2.1% 37,792 $8.1M
Leo Wealth, LLC 0.59% Reduce -2.1% 37,720 $8.1M
Hollencrest Capital Management 0.30% Add +0.1% 37,493 $8.1M
Riverview Capital Advisers, LLC 2.68% Add +20.2% 37,366 $8.0M
Nations Financial Group Inc, /Ia/ 0.41% Add +4.5% 37,303 $8.0M
West Financial Advisors, LLC 1.36% Reduce -2.0% 37,203 $8.0M
Tide Cove Capital Partners LLC 5.39% Reduce -16.5% 35,039 $7.9M
Kagan Cocozza Asset Management 5.57% Reduce -8.8% 36,829 $7.9M
Clear Creek Financial Management, LLC 0.60% Add +15.3% 36,628 $7.9M
Commerce Bank 0.04% Add +71.1% 36,517 $7.9M
Wealth Care LLC 6.97% — 36,467 $7.8M
Weaver Consulting Group 1.86% Reduce -0.4% 36,223 $7.8M
Wealthspan Partners, LLC 2.74% Reduce -1.8% 36,149 $7.8M
Windward Private Wealth Management Inc. 2.68% Reduce -1.0% 36,111 $7.8M
Fullerton Advisors, LLC 7.99% Reduce -2.6% 35,851 $7.7M
Caprock Group, LLC 0.19% Add +2.2% 35,573 $7.7M
Bleakley Financial Group, LLC 0.12% Reduce -3.6% 35,537 $7.6M
Beacon Financial Group 0.75% Reduce -2.5% 35,087 $7.5M
Asset Advisory Group, Inc. 3.78% Add +1.9% 35,032 $7.5M
Bartlett & Co. Wealth Management LLC 0.10% Add +1.4% 33,100 $7.5M
Jordan Park Group LLC 0.40% No change 34,743 $7.5M
Sloy Dahl & Holst, LLC 1.02% Reduce -1.1% 34,495 $7.4M
Nwam LLC 0.43% Reduce -2.3% 34,472 $7.4M
Headinvest, LLC 1.52% Add +2.1% 34,439 $7.4M
Osborne Partners Capital Management, LLC 0.39% Reduce -5.1% 34,437 $7.4M
Yukon Wealth Management, Inc. 4.42% Add +1.4% 34,436 $7.4M
Hoese & Co LLP 5.48% Reduce -4.1% 34,344 $7.4M
Sovran Advisors, LLC 0.58% Add +4.0% 32,096 $7.3M
Strategic Financial Group, LLC 7.54% — 34,051 $7.3M
Heritage Wealth Advisors 0.29% Reduce -20.2% 34,001 $7.3M
Cambridge Advisors Inc. 1.41% Reduce -1.4% 33,847 $7.3M
Sandy Cove Advisors, LLC 2.18% Reduce -1.6% 33,802 $7.3M
Calydon Capital 1.18% Add +0.2% 33,636 $7.2M
SkyOak Wealth, LLC 1.31% Reduce -0.1% 33,276 $7.2M
Roman Butler Fullerton & Co. 1.96% Add +0.8% 32,104 $7.1M
Keystone Financial Group 0.49% Add +0.1% 32,819 $7.1M
Sowell Financial Services LLC 0.26% Reduce -2.5% 32,940 $7.1M
Raab & Moskowitz Asset Management LLC 1.57% Reduce -4.2% 32,811 $7.1M
Segment Wealth Management, LLC 0.41% Reduce -7.2% 32,761 $7.0M
Tudor Investment Corporation 0.04% New 32,660 $7.0M
John Boyer, Inc. 7.00% Add +5.8% 32,533 $7.0M
One Day In July LLC 0.56% Add +5.7% 32,533 $7.0M
Westside Investment Management, Inc. 1.07% Reduce -0.1% 32,421 $7.0M
Prosperity Consulting Group, LLC 0.31% Reduce -2.1% 32,290 $6.9M
Detalus Advisors, LLC 1.57% Add +0.7% 32,001 $6.9M
Genesis Private Wealth, LLC 2.17% Reduce -0.2% 31,996 $6.9M
Bessemer Group Inc. 0.01% Reduce -3.8% 31,995 $6.9M
McClarren Financial Advisors, Inc. 4.07% Add +72.5% 31,930 $6.9M
M Holdings Securities, Inc. 0.46% Reduce -1.9% 31,716 $6.8M
DHJJ Financial Advisors, Ltd. 2.26% Reduce -1.3% 31,648 $6.8M
First Trust Advisors LP 0.00% Add +23.4% 31,613 $6.8M
Acorn Wealth Advisors, LLC 1.98% Add +12.3% 31,587 $6.8M
Csenge Advisory Group 0.31% Reduce -3.0% 31,467 $6.8M
Fifth Third Wealth Advisors LLC 0.23% Reduce -7.2% 31,440 $6.8M
Meridian Wealth Management, LLC 0.24% Reduce -1.8% 31,419 $6.8M
Barrett & Company, Inc. 2.32% Add +1.0% 31,411 $6.8M
Kavar Capital Partners Group, LLC 0.84% Reduce -3.7% 31,285 $6.7M
IHT Wealth Management, LLC 0.16% Add +1.1% 31,261 $6.7M
Spire Wealth Management 0.23% Add +47.8% 31,230 $6.7M
Blom & Howell Financial Planning, Inc. 6.59% Add +20.1% 31,188 $6.7M
McGlone Suttner Wealth Management, Inc. 0.89% Reduce -0.0% 31,076 $6.7M
Montis Financial, LLC 1.38% Reduce -6.7% 31,071 $6.7M
Creekside Partners 2.75% Reduce -3.7% 31,051 $6.7M
WealthBridge Capital Management, LLC 1.53% Add +3.1% 30,943 $6.7M
PW Nova Financial Services LLC 1.80% Add +0.5% 30,826 $6.6M
Colony Family Offices, LLC 1.63% Reduce -1.7% 30,821 $6.6M
Verum Partners LLC 1.26% Reduce -0.2% 30,801 $6.6M
Bay Rivers Group 2.75% Add +1.6% 30,730 $6.6M
Plan Group Financial, LLC 1.55% Add +11.1% 30,715 $6.6M
Aspen Wealth Management LLC 1.31% Reduce -1.3% 30,645 $6.6M
Arcataur Capital Management LLC 1.83% Add +5.2% 30,515 $6.6M
Investment Partners, LTD. 2.33% Reduce -0.4% 30,419 $6.5M
Grove Street Fiduciary, LLC 2.88% Reduce -3.7% 30,388 $6.5M
Cliftonlarsonallen Wealth Advisors, LLC 0.10% Add +2.9% 30,375 $6.5M
Indivisible Partners 0.58% Add +16.5% 30,291 $6.5M
Ogorek Anthony Joseph /NY/ 1.78% Reduce -8.8% 30,119 $6.5M
One Degree Advisors Inc 1.70% Reduce -0.9% 30,117 $6.5M
Hofer & Associates. Inc 3.47% Add +1.4% 30,050 $6.5M
Tennessee Valley Asset Management Partners 0.85% Add +0.3% 29,968 $6.4M
Muirfield Wealth Advisors LLC 4.73% Reduce -0.2% 29,891 $6.4M
Davis R M Inc. 0.11% Reduce -8.9% 29,682 $6.4M
Waller Financial Planning Group, Inc. 1.41% Add +3.5% 29,670 $6.4M
IAG Wealth Partners, LLC 0.71% Reduce -2.3% 29,563 $6.4M
Ridgecrest Wealth Partners, LLC 3.51% Add +1.3% 29,551 $6.4M
Aspen Investment Management Inc 1.92% Reduce -0.7% 29,220 $6.3M
Strategic Advisors LLC 1.04% Add +18.3% 29,016 $6.2M
San Luis Wealth Advisors LLC 1.03% Reduce -44.7% 29,011 $6.2M
Ledyard National Bank 0.54% Reduce -5.0% 28,991 $6.2M
Brightwater Advisory LLC 4.11% Reduce -0.3% 28,895 $6.2M
Cora Capital Advisors LLC 2.06% Add +19.5% 28,880 $6.2M
First Citizens Bank & Trust Co. 0.13% Add +349.6% 28,824 $6.2M
Yoder Wealth Management, Inc. 2.78% Reduce -6.9% 28,315 $6.1M
Cidel Asset Management Inc. 0.33% Reduce -10.6% 28,070 $6.0M
Arete Wealth Advisors, LLC 0.45% Reduce -1.8% 28,029 $6.0M
Fiduciary Financial Group, LLC 0.80% Reduce -2.3% 27,986 $6.0M
Fort Sheridan Advisors LLC 0.73% Add +14.8% 27,921 $6.0M
Madison Wealth Partners, Inc 0.95% Add +3.8% 27,791 $6.0M
Kastel Capital Advisors, LLC 3.67% No change 27,175 $6.0M
Seven Springs Wealth Group, LLC 1.40% Reduce -0.3% 27,575 $5.9M
Gibson Capital, LLC 1.10% No change 27,539 $5.9M
Golden State Wealth Management, LLC 0.65% Add +2.0% 27,454 $5.9M
LightSquare Wealth Management, LLC 4.42% — 27,449 $5.9M
Columbia River Financial Group, LLC 3.42% Add +4.9% 27,418 $5.9M
Investment Management Trust, LLC 5.71% — 27,231 $5.9M
Pinnacle Financial Group, LLC / IL 1.60% Reduce -0.9% 27,228 $5.9M
Frederick Financial Consultants, LLC 2.91% Reduce -1.6% 27,195 $5.8M
Scott & Selber, Inc. 1.51% Reduce -4.8% 27,127 $5.8M
StrongBox Wealth, LLC 1.86% Add +1.3% 26,988 $5.8M
Sunpointe, LLC 1.90% Add +8.9% 26,934 $5.8M
Dynamic Advisor Solutions LLC 0.18% Add +0.9% 26,759 $5.8M
Investment Advisory Group, LLC 1.46% Reduce -0.1% 26,673 $5.7M
Howard Wealth Management, LLC 2.41% Reduce -1.8% 26,607 $5.7M
Chris Bulman Inc 2.50% Reduce -4.8% 26,513 $5.7M
Brighton Jones LLC 0.13% New 26,484 $5.7M
Tiaa-Cref Individual & Institutional Services, LLC 0.02% — 26,468 $5.7M
Vermillion Wealth Management, Inc. 2.26% Add +1.3% 26,423 $5.7M
Wedmont Private Capital 0.18% Add +1.0% 25,507 $5.7M
Stokes Capital Advisors, LLC 1.27% Add +1.4% 26,273 $5.7M
OneAscent Financial Services LLC 0.31% Add +268.3% 26,272 $5.7M
Seamount Financial Group Inc. 2.55% Add +2.8% 26,265 $5.6M
Interactive Financial Advisors, Inc. 3.69% Reduce -2.5% 26,264 $5.6M
Vigilare Wealth Management 1.89% Add +3.8% 25,945 $5.6M
Salem Investment Counselors Inc. 0.16% Reduce -5.3% 25,919 $5.6M
NORTHSTAR ASSET MANAGEMENT Co 1.25% Add +3.0% 25,880 $5.6M
Verdence Capital Advisors LLC 0.32% Reduce -12.7% 25,643 $5.5M
Ausdal Financial Partners, Inc. 0.25% Add +1.5% 25,568 $5.5M
Capital Planning LLC 1.79% Add +17.2% 25,527 $5.5M
Hurlow Wealth Management Group, Inc. 1.30% Reduce -4.5% 25,478 $5.5M
Flagstar Securities, Inc. 1.98% Reduce -9.8% 25,468 $5.5M
Strategic Blueprint, LLC 0.32% Add +2.7% 25,423 $5.5M
Summit Trail Advisors, LLC 0.08% Add +11.2% 25,414 $5.5M
CDM Financial Counseling Services, Inc. 5.21% Add +3.5% 25,326 $5.4M
Staley Capital Advisers Inc. 0.23% Add +6.2% 25,265 $5.4M
Guardian Wealth Advisors, LLC / NC 0.34% Reduce -6.8% 25,199 $5.4M
Centerpoint Advisory Group 4.08% Reduce -0.1% 25,182 $5.4M
W Advisors, LLC 2.77% Reduce -1.1% 25,107 $5.4M
Pallas Capital Advisors LLC 0.20% Reduce -11.3% 24,994 $5.4M
PFG Investments, LLC 0.25% Reduce -2.5% 24,847 $5.3M
Beacon Financial Advisory LLC 1.20% Reduce -0.9% 24,792 $5.3M
Independent Family Office, LLC 2.19% No change 24,747 $5.3M
Ashton Thomas Private Wealth, LLC 0.13% Add +2.1% 24,702 $5.3M
HUB Investment Partners, LLC 0.13% Add +1.5% 24,668 $5.3M
Xcelsior Advisor Partners LLC 2.02% Add +31.8% 24,504 $5.3M
Avity Investment Management Inc. 0.38% Reduce -6.1% 24,437 $5.3M
Fiduciary Trust Co 0.06% Add +1.1% 24,346 $5.2M
Infinity Wealth Counsel, LLC 4.81% Reduce -0.2% 24,339 $5.2M
Base Wealth Management LLC 2.91% Add +55.0% 24,222 $5.2M
Mosaic Advisors LLC 7.81% Add +40.2% 22,912 $5.2M
MCF Advisors LLC 0.23% Reduce -1.2% 24,143 $5.2M
Pinnacle Bancorp, Inc. 1.53% Add +5.6% 24,116 $5.2M
Levin Capital Strategies, L.P. 0.39% Add +0.0% 24,055 $5.2M
Vavra Capital Management, LLC 5.01% Add +3.8% 23,959 $5.2M
CORDA Investment Management, LLC. 0.36% Add +9.8% 23,920 $5.1M
Forum Private Client Group LLC 1.70% Reduce -4.5% 23,728 $5.1M
Breakwater Investment Management 1.89% Reduce -2.3% 23,619 $5.1M
Marino, Stram & Associates LLC 0.91% Add +0.4% 23,580 $5.1M
Sheets Smith Wealth Management 0.57% Add +0.5% 23,470 $5.0M
HighPoint Advisor Group LLC 0.21% Add +6.5% 23,436 $5.0M
Junk Investment Group, LLC 2.64% — 23,427 $5.0M
Fortis Advisors, LLC 2.52% Reduce -8.3% 23,388 $5.0M
Global Financial Private Client, LLC 1.64% Add +3.3% 23,309 $5.0M
Tempus Wealth Planning, LLC 1.15% Reduce -2.9% 23,205 $5.0M
Perryman Financial Advisory Inc. 0.75% Reduce -1.5% 23,190 $5.0M
MilWealth Group LLC 1.18% Reduce -2.1% 23,102 $5.0M
Sard Wealth Management Group, LLC 2.70% Reduce -0.2% 23,099 $5.0M
Parsons Capital Management Inc. 0.23% Add +7.8% 23,096 $5.0M
Calder Financial LLC 4.93% Reduce -1.5% 23,014 $5.0M
Morton Capital Management LLC 0.74% Reduce -0.6% 23,056 $5.0M
Mayflower Financial Advisors, LLC 0.60% Add +10.9% 23,048 $5.0M
Pathway Financial Advisers, LLC 1.40% Add +7.9% 22,926 $4.9M
Keybank National Association 0.02% Add +10.7% 22,890 $4.9M
Winthrop Advisory Group LLC 0.40% Reduce -3.5% 22,821 $4.9M
Money Concepts Capital Corp. 0.27% Add +0.5% 22,773 $4.9M
New Insight Wealth Advisors 1.76% Reduce -3.5% 22,763 $4.9M
Bravera Wealth 2.20% Reduce -6.4% 22,731 $4.9M
Stonebridge Financial Group, LLC 0.40% Add +2.0% 22,620 $4.9M
Earned Wealth Advisors, LLC 0.33% Add +5.1% 22,617 $4.9M
DMKC Advisory Services, LLC 2.02% Add +1.3% 22,572 $4.9M
Baring Financial LLC 2.95% Add +1.8% 22,428 $4.8M
Cypress Wealth Services, LLC 0.68% Reduce -0.7% 22,428 $4.8M
First National Bank of Mount Dora, Trust Investment Services 1.04% No change 22,386 $4.8M
Financial Insights, Inc. 1.56% Add +0.2% 22,357 $4.8M
Resurgent Financial Advisors LLC 1.75% Add +3.5% 22,336 $4.8M
Hughes Financial Services, LLC 0.74% Reduce -0.2% 22,301 $4.8M
Brady Martz Wealth Solutions, LLC 0.81% Add +0.3% 22,165 $4.8M
Pursue Wealth Partners LLC 2.85% Add +27.9% 22,143 $4.8M
Keystone Wealth Services, LLC 1.01% Add +0.4% 22,062 $4.7M
Krilogy Financial LLC 0.15% Reduce -7.1% 21,010 $4.7M
WCG Wealth Advisors LLC 0.13% Add +10.5% 21,889 $4.7M
Philadelphia Trust Co. 0.33% Reduce -1.8% 21,878 $4.7M
Axxcess Wealth Management, LLC 0.15% Reduce -5.3% 21,857 $4.7M
Per Stirling Capital Management, LLC. 0.51% Add +0.5% 21,665 $4.7M
S&co Inc. 0.29% Reduce -0.3% 21,632 $4.7M
Abbot Financial Management, Inc. 1.97% Add +0.2% 21,569 $4.6M
First Heartland Consultants, Inc. 0.35% Reduce -1.1% 21,531 $4.6M
Centurion Wealth Management LLC 1.04% Reduce -0.9% 21,466 $4.6M
Cardiff Park Advisors, LLC 0.37% Reduce -34.5% 21,449 $4.6M
Private Advisory Group LLC 0.32% Reduce -0.5% 21,421 $4.6M
UMB Bank, n.a. 0.06% Reduce -1.4% 21,397 $4.6M
Mid-American Wealth Advisory Group, Inc. 1.94% No change 20,933 $4.6M
Cornerstone Advisors Asset Management, LLC 0.71% Add +0.0% 21,343 $4.6M
Sincerus Advisory, LLC 3.48% Add +3.2% 21,335 $4.6M
Garden State Investment Advisory Services LLC 1.09% Reduce -0.2% 21,173 $4.6M
Channel Wealth LLC 1.10% Reduce -1.7% 21,139 $4.5M
Prospect Financial Services LLC 2.74% Reduce -6.9% 20,858 $4.5M
Ritter Daniher Financial Advisory LLC / DE 0.76% Reduce -1.3% 20,762 $4.5M
Ehrlich Financial Group 2.55% Add +19.2% 20,647 $4.4M
Formidable Asset Management, LLC 0.69% Add +0.9% 20,186 $4.4M
Laird Norton Wetherby Trust Company, LLC 0.10% Reduce -0.1% 20,610 $4.4M
Compound Planning, Inc. 0.14% Reduce -1.0% 20,533 $4.4M
Financial Engines Advisors L.L.C. 0.01% Reduce -3.4% 20,488 $4.4M
SkyView Investment Advisors, LLC 0.59% No change 20,472 $4.4M
Client 1ST Advisory Group, LLC 1.34% Add +0.4% 20,456 $4.4M
Midwest Trust Co 0.05% Add +18.4% 20,441 $4.4M
Mather Group, Llc. 0.04% Add +5.6% 20,429 $4.4M
One Charles Private Wealth Services, LLC 1.10% Reduce -0.0% 20,405 $4.4M
CSM Advisors, LLC 0.11% Reduce -3.3% 20,400 $4.4M
St Germain D J Co. Inc. 0.17% Add +0.6% 20,352 $4.4M
Diversify Wealth Management, LLC 0.08% Reduce -8.3% 19,295 $4.4M
Farmers & Merchants Investments Inc. 0.12% Reduce -0.2% 20,171 $4.3M
Blue Chip Partners, LLC 0.31% Add +3.4% 20,154 $4.3M
Columbia Asset Management 0.82% Add +3.2% 20,139 $4.3M
Clear Harbor Asset Management, LLC 0.30% Add +9.2% 19,967 $4.3M
Stablepoint Partners, LLC 0.64% Reduce -2.9% 19,955 $4.3M
Greenspring Advisors, LLC 0.26% Add +0.3% 19,914 $4.3M
Zhang Financial LLC 0.15% Reduce -0.4% 19,893 $4.3M
Frazier Financial Advisors, LLC 2.36% Reduce -89.7% 19,839 $4.3M
Tower View Wealth Management LLC 2.18% Add +1.4% 19,738 $4.2M
CPA Asset Management Group, LLC 1.42% Reduce -1.3% 19,715 $4.2M
Baron Wealth Management LLC 1.26% Add +6.0% 19,665 $4.2M
Cannon Wealth Management Services, LLC 2.86% Add +7.8% 19,661 $4.2M
JMG Financial Group, Ltd. 0.12% Add +6.0% 19,647 $4.2M
Intelligent Financial Strategies 2.20% Reduce -9.5% 19,635 $4.2M
Kaydan Wealth Management, Inc. 1.40% Add +0.2% 19,475 $4.2M
Smith Partners Wealth Management, LLC 3.73% Reduce -8.3% 19,386 $4.2M
Selby Wealth Management, LLC 1.64% Add +60.0% 19,352 $4.2M
Avant Capital LLC 2.92% Reduce -3.2% 19,291 $4.1M
Pension & Wealth Management Advisors, Inc. 1.23% Add +26.5% 19,278 $4.1M
FLC Capital Advisors 0.75% No change 19,233 $4.1M
Kiley Juergens Wealth Management, LLC 0.73% Reduce -1.2% 19,183 $4.1M
Riverpoint Wealth Management Holdings, LLC 0.88% Add +0.3% 19,148 $4.1M
Advisors Capital Management, LLC 0.05% Add +5.8% 19,128 $4.1M
Lloyd Advisory Services, LLC. 1.18% Add +13552.9% 19,114 $4.1M
Kingdom Financial Group LLC. 1.18% Add +16.8% 19,114 $4.1M
Conservest Capital Advisors, Inc. 0.37% Reduce -0.7% 19,096 $4.1M
Bell Investment Advisors, Inc 0.64% Reduce -0.6% 19,046 $4.1M
KCM Investment Advisors LLC 0.14% Reduce -1.6% 18,953 $4.1M
Friday Financial 1.40% Add +3.2% 18,913 $4.1M
Novak & Powell Financial Services, Inc. 2.19% Add +0.1% 18,909 $4.1M
GSG Advisors LLC 1.06% Reduce -0.4% 18,896 $4.1M
Planning Alternatives Ltd. 0.52% Reduce -92.9% 18,883 $4.1M
Snowwater Investment Partners, LLC 3.82% Reduce -9.3% 18,850 $4.1M
Oxler Private Wealth LLC 1.26% Reduce -5.2% 18,788 $4.0M
Optima Capital LLC 1.87% Add +9.1% 18,777 $4.0M
Heritage Trust Co 0.40% Reduce -2.6% 18,514 $4.0M
Mainsail Asset Management, LLC 1.78% Reduce -1.8% 18,469 $4.0M
Garrett Wealth Advisory Group, LLC 0.71% Reduce -4.5% 18,458 $4.0M
Diversified Management Inc. 0.68% Add +2.8% 18,425 $4.0M
Geneos Wealth Management Inc. 0.09% Add +0.9% 18,407 $4.0M
Royal Fund Management, LLC 0.38% Add +3.0% 18,245 $3.9M
Simon Quick Advisors, LLC 0.18% Reduce -0.8% 18,171 $3.9M
Smartleaf Asset Management LLC 0.14% Add +0.9% 18,514 $3.9M
Bailard, Inc. 0.09% Add +3.0% 18,122 $3.9M
McNamara Financial Services, Inc. 0.74% Reduce -2.0% 18,122 $3.9M
Everhart Financial Group, Inc. 0.33% Add +218.0% 18,096 $3.9M
Financial Management Network Inc. 0.59% Reduce -5.7% 17,409 $3.9M
CoreFirst Bank & Trust 2.04% Reduce -0.9% 17,928 $3.9M
Embree Financial Group 0.45% Reduce -0.8% 17,860 $3.8M
Charter Oak Capital Management, LLC 0.30% Add +0.8% 17,724 $3.8M
SeaCrest Wealth Management, LLC 0.41% Add +3.7% 17,668 $3.8M
Linscomb Wealth, Inc. 0.17% Add +15.6% 17,659 $3.8M
Steinberganna Wealth Management 1.82% Reduce -3.3% 17,631 $3.8M
Sagespring Wealth Partners, LLC 0.07% Reduce -6.6% 17,600 $3.8M
Mill Creek Capital Advisors, LLC 0.08% Reduce -5.0% 17,497 $3.8M
FMA Wealth Management, LLC 2.50% Add +0.4% 17,485 $3.8M
Elmwood Wealth Management, Inc. 1.04% Add +7.0% 17,421 $3.7M
Financial Solutions Advisory Group, Inc. 0.52% — 17,409 $3.7M
Fonville Wealth Management LLC 0.71% Add +0.4% 17,340 $3.7M
Jacobi Capital Management LLC 0.21% Add +11.7% 17,321 $3.7M
Venturi Wealth Management, LLC 0.17% Reduce -0.7% 17,283 $3.7M
Fidelis Capital Partners, LLC 0.26% Reduce -0.6% 17,268 $3.7M
Whipplewood Advisors, LLC 1.92% Reduce -5.0% 17,187 $3.7M
Post Resch Tallon Group Inc. 3.00% Reduce -0.1% 17,087 $3.7M
Pinnacle Wealth Management Advisory Group, LLC 0.25% Reduce -3.6% 17,088 $3.7M
Glen Eagle Advisors, LLC 0.51% Add +0.2% 17,087 $3.7M
Archer Investment Corp 0.78% Reduce -9.9% 17,037 $3.7M
Private Capital Management, LLC 0.37% Reduce -19.5% 17,035 $3.7M
Choreo, LLC 0.04% Reduce -2.8% 16,986 $3.7M
Foundations Investment Advisors, LLC 0.05% Reduce -19.4% 16,948 $3.6M
Gratus Wealth Advisors, LLC 0.53% No change 16,917 $3.6M
Tranquility Partners, LLC 1.36% Add +2.3% 17,122 $3.6M
Rooted Wealth Advisors, Inc. 0.95% Add +6.8% 15,900 $3.6M
Safeguard Investment Advisory Group, LLC 1.00% Reduce -7.0% 16,794 $3.6M
HRT Financial LP 0.01% New 16,753 $3.6M
L. Roy Papp & Associates, LLP 0.42% Add +0.5% 16,745 $3.6M
Uptick Partners, LLC 0.72% Add +7.5% 16,737 $3.6M
Pittenger & Anderson Inc. 0.14% Add +5.1% 16,721 $3.6M
MRWM Advisors, LLC 1.93% Add +14.8% 16,561 $3.6M
Beese Fulmer Investment Management, Inc. 0.23% Add +0.9% 16,661 $3.6M
BridgePort Financial Solutions, LLC 1.01% Add +0.5% 16,497 $3.5M
ICONIQ Capital, LLC 0.08% No change 16,466 $3.5M
Benedict Financial Advisors Inc. 0.74% Reduce -2.4% 16,464 $3.5M
Argent Trust Co 0.12% Add +1.0% 16,434 $3.5M
Financial Guidance Group, Inc. 1.42% Reduce -0.3% 16,381 $3.5M
Hall Capital Management Co. Inc. 1.26% Add +19.8% 15,386 $3.5M
Miller Investment Management, LP 0.35% No change 16,293 $3.5M
Transamerica Financial Advisors, LLC 0.30% Reduce -5.0% 16,269 $3.5M
TBH Global Asset Management, LLC 0.70% Add +1.9% 16,164 $3.5M
Buttonwood Financial Advisors Inc. 1.16% Reduce -2.7% 16,129 $3.5M
Farrell Financial LLC 2.07% Reduce -3.1% 16,121 $3.5M
Dupree Financial Group, LLC 1.40% Reduce -1.1% 16,120 $3.5M
Axis Wealth Partners, LLC 1.84% Reduce -0.1% 16,090 $3.5M
Cambridge Capital Management, LLC 1.49% Reduce -1.4% 16,062 $3.5M
Johnson Financial Group, Inc. 0.12% Reduce -1.4% 15,971 $3.4M
Good Harbor Advisors, Inc. 3.74% Add +3.4% 15,921 $3.4M
Wilson & Boucher Capital Management, LLC 2.27% Add +1.7% 15,916 $3.4M
Equitable Trust Co. 0.16% Reduce -0.3% 15,910 $3.4M
Innova Wealth Partners 1.63% Reduce -7.7% 15,901 $3.4M
Advocate Investing Services LLC 2.89% Add +2.3% 15,870 $3.4M
Guilbault Capital LLC 3.73% Add +6.5% 15,815 $3.4M
Childress Capital Advisors, LLC 0.61% Add +1.8% 15,782 $3.4M
Harbor Investment Advisory, LLC 0.27% Reduce -2.9% 15,645 $3.4M
Cornerstone Financial Management LLC 3.09% Reduce -8.4% 15,641 $3.4M
Wealthspire Retirement, LLC 0.20% Add +11.2% 15,527 $3.3M
One Capital Management, LLC 0.09% Add +3.7% 15,474 $3.3M
D'Orazio & Associates, Inc. 0.43% Reduce -5.5% 15,420 $3.3M
21 West Wealth Management LLC 3.08% Reduce -13.4% 15,407 $3.3M
Opus Financial Solutions LLC 3.12% Add +1.4% 15,393 $3.3M
Centaurus Financial, Inc. 0.16% Add +5.0% 15,237 $3.3M
Orser Capital Management, LLC 2.14% Add +131.0% 15,190 $3.3M
Hazlett, Burt & Watson, Inc. 1.01% Add +6.9% 15,072 $3.2M
Arrowroot Family Office, LLC 1.07% Reduce -11.4% 15,056 $3.2M
SVB Wealth LLC 0.21% Reduce -5.2% 14,984 $3.2M
Kelleher Financial Advisors 0.82% Add +2.3% 14,981 $3.2M
Aspetuck Financial Management LLC 2.20% No change 14,958 $3.2M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% No change 14,490 $3.2M
Belpointe Asset Management LLC 0.12% Add +8.9% 14,919 $3.2M
Pure Financial Advisors, LLC 0.05% Reduce -14.5% 14,917 $3.2M
Eagle Strategies LLC 0.38% Add +8.0% 14,908 $3.2M
LGL Partners, LLC 1.31% Add +0.3% 14,839 $3.2M
Galvin, Gaustad & Stein, LLC 0.26% Add +0.6% 14,800 $3.2M
Sterling Wealth Advisors Inc 1.81% No change 13,978 $3.2M
MOKAN Wealth Management Inc. 1.41% Add +50.2% 14,783 $3.2M
Accel Wealth Management 0.83% Add +1.6% 14,741 $3.2M
Wilkins Miller Wealth Management, LLC 1.91% Reduce -1.0% 14,708 $3.2M
Kaizen Financial Strategies 1.34% Reduce -18.8% 14,046 $3.2M
Texas Capital Bank Wealth Management Services Inc 0.19% Reduce -0.4% 14,669 $3.2M
Private Trust Co. NA 0.28% Reduce -0.5% 14,666 $3.2M
Armstrong Advisory Group, Inc. 0.21% Reduce -0.2% 14,656 $3.2M
Next Capital Management LLC 0.95% Add +9.4% 14,617 $3.1M
Leo H. Evart, Inc. 2.67% — 14,513 $3.1M
HORAN Wealth, LLC 0.30% Add +100.0% 14,148 $3.1M
Klaas Financial Asset Advisors, LLC 0.43% Reduce -89.2% 14,447 $3.1M
Roundview Capital LLC 0.19% Add +2.4% 14,416 $3.1M
Tyche Wealth Partners LLC 0.48% Reduce -79.1% 14,360 $3.1M
First National Trust Co 0.11% Add +1.0% 14,355 $3.1M
Madden Advisory Services, Inc. 1.21% Reduce -17.7% 14,340 $3.1M
St. Clair Advisors, LLC 0.82% Add +0.0% 14,339 $3.1M
Fiduciary Alliance LLC 0.19% Reduce -3.7% 13,733 $3.1M
Bank of Hawaii 0.16% Reduce -18.2% 14,312 $3.1M
Bath Savings Trust Co 0.33% Add +4.2% 14,296 $3.1M
Awm Capital, LLC 0.28% New 14,272 $3.1M
Caldwell Sutter Capital, Inc. 1.24% Reduce -1.7% 14,211 $3.1M
LaSalle St. Investment Advisors, LLC 0.43% Reduce -5.7% 14,205 $3.1M
Finward Bancorp 2.43% Add +8.2% 14,130 $3.0M
Landmark Wealth Management, LLC 0.81% Add +16.1% 14,095 $3.0M
Empower Advisory Group, LLC 0.01% Reduce -14.9% 14,045 $3.0M
Exencial Wealth Advisors, LLC 0.09% Add +7.6% 14,019 $3.0M
Forza Wealth Management, LLC 1.05% Add +1.4% 14,008 $3.0M
Tocqueville Asset Management L.P. 0.04% Add +4.9% 13,996 $3.0M
W1M Asset Management Ltd 0.03% Reduce -2.3% 13,934 $3.0M
Affiance Financial, LLC 0.49% Reduce -0.2% 13,915 $3.0M
Ritholtz Wealth Management 0.05% Add +3.4% 13,839 $3.0M
Archford Capital Strategies, LLC 0.34% Reduce -3.3% 13,784 $3.0M
Montecito Bank & Trust 0.49% Reduce -2.7% 13,779 $3.0M
MSH Capital Advisors LLC 0.62% Add +2.8% 13,707 $2.9M
WFA of San Diego, LLC 2.37% Add +6.2% 13,688 $2.9M
Southeast Asset Advisors, LLC 0.32% Add +0.1% 13,683 $2.9M
QRG Capital Management, Inc. 0.03% Reduce -4.2% 13,614 $2.9M
Dorsey & Whitney Trust CO LLC 0.16% Reduce -1.0% 13,560 $2.9M
Hohimer Wealth Management, LLC 0.36% Add +3.4% 13,555 $2.9M
Lynx Investment Advisory 1.39% Add +713.8% 13,550 $2.9M
Gouws Capital LLC 1.54% Reduce -6.7% 13,542 $2.9M
LOM Asset Management Ltd 0.83% Add +1.3% 13,487 $2.9M
Pekin Hardy Strauss, Inc. 0.30% Reduce -0.3% 13,461 $2.9M
Stock Yards Bank & Trust Co. 0.09% Add +7.9% 13,392 $2.9M
Relyea Zuckerberg Hanson LLC 0.29% Add +0.1% 13,361 $2.9M
Graetz Wealth LLC 2.55% Add +5.1% 13,306 $2.9M
Citizens National Bank Trust Department 0.47% Reduce -1.5% 13,239 $2.8M
Asset One Wealth Management LLC 0.31% Add +4.2% 12,557 $2.8M
Capital City Trust Co. 0.65% Add +3.0% 13,199 $2.8M
Savvy Advisors, Inc. 0.08% Add +4.2% 13,192 $2.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Add +5.2% 13,167 $2.8M
Sugar Maple Asset Management, LLC 1.71% Reduce -11.1% 13,125 $2.8M
Summit Wealth Group LLC / Co. 0.30% Add +286.5% 13,021 $2.8M
Tobias Financial Advisors, Inc. 0.39% Reduce -13.3% 13,025 $2.8M
Caldwell Trust Co 0.25% Reduce -8.9% 13,018 $2.8M
Nicolet Bankshares Inc. 0.10% New 12,933 $2.8M
U.S. Capital Wealth Advisors, LLC 0.07% Add +177.0% 12,938 $2.8M
Aviance Capital Partners, LLC 0.32% Reduce -0.7% 12,882 $2.8M
Focused Alpha, LLC 0.86% Add +2.7% 12,874 $2.8M
Miramar Capital, LLC 0.62% Reduce -5.5% 12,874 $2.8M
Beacon Bridge Wealth Partners, LLC 0.92% Reduce -1.9% 12,824 $2.8M
Sonata Capital Group Inc. 1.02% No change 12,813 $2.8M
Walkner Condon Financial Advisors LLC 0.36% Reduce -2.6% 12,798 $2.8M
Kwmg, LLC 0.23% Reduce -2.2% 12,756 $2.7M
Argo Wealth Advisory, LLC 1.61% Add +42.4% 12,748 $2.7M
Verity & Verity, LLC 0.20% Add +5.6% 12,684 $2.7M
Anchor Investment Management, LLC 0.23% Reduce -0.4% 12,608 $2.7M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.90% Reduce -0.0% 11,964 $2.7M
Regions Financial Corp. 0.02% Add +17.5% 12,562 $2.7M
Burling Wealth Partners, LLC 0.44% Add +0.4% 12,557 $2.7M
Leeward Financial Partners, LLC 0.80% Reduce -0.1% 12,551 $2.7M
Cornerstone Management, Inc. 0.43% Add +1.4% 12,450 $2.7M
Emerald Advisors, LLC 0.33% Add +8.8% 12,449 $2.7M
Bfsg, LLC 0.25% Add +11.8% 12,448 $2.7M
SRH Advisors, LLC 0.77% Reduce -3.3% 12,443 $2.7M
71 West Capital Partners 0.12% Reduce -1.1% 12,442 $2.7M
Oliver Luxxe Assets LLC 0.40% Reduce -0.6% 12,435 $2.7M
Patton Albertson Miller Group, LLC 0.32% Add +0.6% 12,379 $2.7M
Tower Bridge Advisors 0.26% New 12,368 $2.7M
Opus Capital Group, LLC 0.29% Reduce -3.7% 12,348 $2.7M
American Institute for Advanced Investment Management, LLP 1.71% Reduce -28.2% 12,286 $2.6M
Joseph P. Lucia & Associates, LLC 0.94% Reduce -0.4% 12,275 $2.6M
AAFMAA Wealth Management & Trust LLC 1.02% Add +46.0% 12,257 $2.6M
Charter Capital Management, LLC\DE 1.32% Reduce -0.3% 12,242 $2.6M
North Star Asset Management Inc. 0.11% Add +0.0% 12,241 $2.6M
Vision Retirement, LLC 0.75% Reduce -0.1% 12,225 $2.6M
Sunburst Financial Group, LLC 0.51% Reduce -1.8% 12,209 $2.6M
Evercore Wealth Management, LLC 0.04% Reduce -0.8% 12,177 $2.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.07% Add +0.3% 12,169 $2.6M
First Command Advisory Services, Inc. 0.02% Reduce -7.7% 12,134 $2.6M
Principal Securities, Inc. 0.04% Add +148.5% 12,099 $2.6M
Nicholson Meyer Capital Management, Inc. 1.99% Reduce -4.3% 12,094 $2.6M
Brindle & Bay Financial Advisors, LLC 1.58% Add +9.0% 11,958 $2.6M
Thoroughbred Financial Services, LLC 0.15% Reduce -1.0% 11,949 $2.6M
Facet Wealth, Inc. 0.04% Add +45.0% 11,943 $2.6M
ASO GROUP Ltd 1.08% No change 11,880 $2.6M
Bulwark Capital Corp 1.57% Reduce -2.7% 11,877 $2.6M
Sage Investment Advisers LLC 1.89% Add +6.3% 11,815 $2.5M
Federation des caisses Desjardins du Quebec 0.01% Reduce -3.3% 11,839 $2.5M
Becker Capital Management Inc. 0.07% Reduce -3.8% 11,783 $2.5M
Capital Investment Advisory Services, LLC 0.18% Add +1.1% 11,722 $2.5M
Advisory Research Inc. 0.31% No change 11,658 $2.5M
International Assets Investment Management, LLC 0.17% Reduce -6.1% 11,571 $2.5M
Wellspring Financial Advisors, LLC 0.19% Reduce -5.6% 11,591 $2.5M
Capstone Wealth Management Group LLC 1.53% Reduce -0.4% 11,590 $2.5M
RFG Advisory, LLC 0.05% Reduce -4.3% 11,583 $2.5M
CGN Advisors LLC 0.20% Reduce -0.4% 11,563 $2.5M
Perennial Investment Advisors, LLC 0.20% Add +7.6% 11,508 $2.5M
AIMZ Investment Advisors, LLC 0.76% Reduce -4.7% 11,482 $2.5M
Weinberger Asset Management, Inc 0.93% Add +0.3% 11,473 $2.5M
Roberts Glore & Co. Inc. 0.68% Add +0.0% 11,444 $2.5M
Eq Wealth Advisors, LLC 1.43% Add +2.1% 11,412 $2.5M
Stone Loft Wealth Management LLC 1.75% Add +42.7% 11,381 $2.4M
Colonial Trust Co / SC 0.33% Reduce -2.1% 11,367 $2.4M
Certified Advisory Corp 0.22% Reduce -5.8% 11,301 $2.4M
Wealthcare Capital Partners, LLC 1.14% Reduce -0.4% 11,293 $2.4M
Andrews Advisory Associates, LLC 1.28% Add +0.0% 11,275 $2.4M
Madison Asset Management, LLC 0.03% Reduce -0.5% 11,271 $2.4M
Equity Wealth Partners, LLC 1.56% Reduce -3.6% 11,251 $2.4M
Amplius Wealth Advisors, LLC 0.20% Reduce -1.0% 11,239 $2.4M
Clear Wave Wealth Management LLC 0.61% — 11,238 $2.4M
Pitti Group Wealth Management, LLC 1.96% Add +4.5% 11,232 $2.4M
Latitude Advisors, LLC 1.10% Reduce -2.7% 11,210 $2.4M
Hicks Capital Management LLC 2.40% Reduce -0.9% 11,179 $2.4M
Evanson Asset Management, LLC 0.13% Reduce -44.2% 11,175 $2.4M
Tandem Capital Management Corp. 1.20% Reduce -8.0% 11,175 $2.4M
Colter Lewis Investment Partners LLC 2.26% Add +11.5% 11,165 $2.4M
Williams Jones Wealth Management, LLC. 0.03% Reduce -0.5% 11,069 $2.4M
Duncan Williams Asset Management, LLC 0.66% Add +0.8% 11,038 $2.4M
Assetmark, Inc. 0.00% Reduce -31.5% 11,020 $2.4M
Beacon Bank & Trust 0.48% Reduce -52.8% 10,974 $2.4M
Reynders McVeigh Capital Management, LLC 0.12% Add +14.6% 10,898 $2.3M
Van Hulzen Asset Management, LLC 0.17% Reduce -7.2% 10,880 $2.3M
WNY Asset Management, LLC 0.24% — 10,737 $2.3M
FC Advisory LLC 0.67% Reduce -5.6% 10,732 $2.3M
Strategic Wealth Partners, Ltd. 0.16% Reduce -4.7% 10,720 $2.3M
Gerber Kawasaki Wealth & Investment Management 0.07% Add +3.7% 10,696 $2.3M
Revisor Wealth Management LLC 0.64% Reduce -1.3% 10,693 $2.3M
Cassaday & Co Wealth Management LLC 0.05% Add +7.9% 10,602 $2.3M
Thrive Capital Management, LLC 0.50% Add +5.8% 10,587 $2.3M
Peak Retirement Planning, Inc. 0.45% Add +14.3% 10,576 $2.3M
Crewe Advisors LLC 0.19% Add +3.2% 10,571 $2.3M
PGIM Custom Harvest LLC 0.04% Add +8.1% 10,557 $2.3M
Keel Point, LLC 0.15% Add +17.0% 10,545 $2.3M
Atticus Wealth Management, LLC 0.61% Reduce -23.3% 10,468 $2.3M
Black Diamond Financial, LLC 0.25% Add +0.1% 10,456 $2.2M
TPG Advisors LLC 1.40% Add +6.4% 10,452 $2.2M
Thayer Partners, LLC / MA 1.07% Add +1.5% 10,430 $2.2M
Smith Salley Wealth Management 0.11% Reduce -3.9% 10,430 $2.2M
Lanark Financial, Inc. 0.17% Reduce -9.7% 10,418 $2.2M
Versant Capital Management, Inc 0.22% Add +27.3% 10,400 $2.2M
Ballast Financial Advisors LLC 2.29% Add +4.8% 10,374 $2.2M
Centennial Advisors, LLC 2.84% Add +13.4% 10,370 $2.2M
Matthew Goff Investment Advisor, LLC 0.37% New 10,351 $2.2M
CFS Investment Advisory Services, LLC 0.15% Add +21.9% 9,780 $2.2M
CJM Wealth Advisers, Ltd. 0.68% Reduce -0.1% 10,313 $2.2M
First PREMIER Bank 0.51% Reduce -0.3% 10,281 $2.2M
Tudor Financial Inc. 1.13% Reduce -0.8% 10,270 $2.2M
Saxon Interests, Inc. 0.76% Reduce -0.8% 10,250 $2.2M
Acima Private Wealth, LLC 0.69% No change 10,225 $2.2M
Richard C. Young & CO., LTD. 0.18% Add +42.5% 10,199 $2.2M
Meridian Financial Advisors, LLC 1.19% Reduce -1.8% 10,137 $2.2M
LRI Investments, LLC 0.19% Reduce -1.0% 10,118 $2.2M
GFS Advisors, LLC 0.14% New 8,943 $2.2M
Mascoma Wealth Management LLC 0.45% Reduce -75.1% 10,047 $2.2M
Great Lakes Advisors, LLC 0.02% Reduce -9.8% 10,034 $2.2M
BOS Asset Management, LLC 0.55% No change 10,027 $2.2M
Joseph Group Capital Management 0.54% Add +13.8% 10,007 $2.2M
Robinson Smith Wealth Advisors LLC 1.46% No change 10,001 $2.2M
Durante & Waters, LLC 1.55% Reduce -6.1% 9,951 $2.1M
MKT Advisors LLC 0.72% Add +0.2% 9,873 $2.1M
KDT Advisors, LLC 3.41% No change 9,940 $2.1M
Lowe Brockenbrough & Co. Inc. 0.11% No change 9,926 $2.1M
Bitterroot Capital Advisors LLC 1.30% Add +0.1% 9,925 $2.1M
Defined Wealth Management, LLC 1.25% Reduce -0.3% 9,914 $2.1M
Founders Financial Alliance, LLC 0.38% Reduce -0.7% 9,906 $2.1M
Atlantic Union Bankshares Corp 0.04% Reduce -10.3% 9,852 $2.1M
Simplicity Wealth,LLC 0.12% Reduce -8.6% 9,846 $2.1M
RPG Investment Advisory, LLC 0.25% Add +0.6% 9,823 $2.1M
Members Wealth LLC 1.26% Add +0.1% 9,260 $2.1M
TrueWealth Advisors, LLC 0.53% Add +0.0% 9,771 $2.1M
Ferguson Wellman Capital Management, Inc. 0.03% Add +8.6% 9,766 $2.1M
Oakmont Advisory Group, LLC 2.13% Add +23.0% 9,714 $2.1M
West Bancorporation Inc. 1.04% Reduce -13.6% 9,710 $2.1M
Renaissance Technologies 0.00% Reduce -39.0% 9,700 $2.1M
Shira Ridge Wealth Management 0.82% Reduce -43.4% 9,673 $2.1M
10Elms LLP 1.43% Add +4736.0% 9,672 $2.1M
Destination Wealth Management 0.05% Add +44.1% 9,573 $2.1M
Comprehensive Financial Consultants Institutional, Inc. 0.61% Reduce -3.7% 9,560 $2.1M
Thompson Davis & Co., Inc. 1.37% Add +0.1% 9,552 $2.1M
Financially in Tune, LLC 1.76% Reduce -3.0% 9,517 $2.0M
Discipline Wealth Solutions, LLC 0.21% Add +0.2% 9,495 $2.0M
SC&H Financial Advisors, Inc. 0.31% Add +0.1% 9,484 $2.0M
Note Advisors, LLC 1.01% Add +5.0% 9,440 $2.0M
Johnson Bixby & Associates, LLC 0.25% Reduce -13.3% 9,379 $2.0M
Fort Washington Investment Advisors Inc. 0.01% Reduce -19.9% 9,290 $2.0M
Wetzel Investment Advisors, Inc. 0.79% Reduce -0.3% 9,229 $2.0M
IRON Financial LLC 0.87% Reduce -2.5% 9,216 $2.0M
Wedbush Securities Inc. 0.06% Add +0.7% 9,203 $2.0M
Sweeney & Michel, LLC 0.58% Add +0.3% 8,840 $2.0M
Valley Forge Investment Consultants Inc. Adv 0.59% Reduce -4.6% 9,167 $2.0M
Round Rock Advisors LLC 0.30% Reduce -1.8% 9,163 $2.0M
Spinnaker Investment Group, LLC 0.40% Reduce -6.7% 9,142 $2.0M
Silverlake Wealth Management LLC 0.41% Add +0.9% 9,139 $2.0M
Capital Advisors Inc. 0.03% Add +1.1% 9,123 $2.0M
Valor Advisors LLC 1.64% No change 8,864 $1.9M
Peck Wealth Management, LLC 1.94% Reduce -6.7% 9,006 $1.9M
Fortis Capital Advisors, LLC 0.25% Add +19.8% 8,982 $1.9M
Ridgewood Investments LLC 0.79% — 8,965 $1.9M
Nova R Wealth, Inc. 0.62% Add +0.2% 8,964 $1.9M
LexAurum Advisors, LLC 0.25% — 8,921 $1.9M
Blue Trust, Inc. 0.02% Reduce -49.4% 8,894 $1.9M
Blossom Wealth Management 2.83% Add +58.7% 8,880 $1.9M
Patten Group, Inc. 0.33% Reduce -0.4% 8,873 $1.9M
SLT Holdings LLC 1.35% Add +1.2% 8,852 $1.9M
Realta Investment Advisors 0.66% Add +4.2% 8,818 $1.9M
Baxter Bros Inc. 0.23% Add +16.9% 8,758 $1.9M
Core Wealth Advisors, Inc. 0.45% Add +33.0% 8,736 $1.9M
Crescent Grove Advisors, LLC 0.19% Add +0.0% 8,718 $1.9M
truNorth Financial Services, Inc. 1.93% Add +2.7% 8,690 $1.9M
Successful Portfolios LLC 1.03% Add +9.7% 8,706 $1.9M
Motco 0.17% Reduce -33.1% 8,670 $1.9M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 1.67% Reduce -2.0% 8,629 $1.9M
Granville Capital, Inc. 0.97% Reduce -3.5% 8,611 $1.9M
Excalibur Management Corp. 0.67% Add +54.6% 8,605 $1.9M
SageView Advisory Group, LLC 0.07% Reduce -28.2% 8,557 $1.8M
Keudell/Morrison Wealth Management 0.38% Add +0.5% 8,544 $1.8M
Bridgewealth Advisory Group, LLC 0.38% Add +0.1% 8,539 $1.8M
Horst & Graben Wealth Management LLC 0.25% Add +6.2% 8,079 $1.8M
Bragg Financial Advisors, Inc 0.06% Reduce -7.8% 8,444 $1.8M
Planning Center, Inc. 0.18% Reduce -14.7% 8,408 $1.8M
Cutler Investment Counsel LLC 0.19% Reduce -1.2% 8,405 $1.8M
M.E. Allison & Co., Inc. 1.19% Reduce -1.1% 8,362 $1.8M
Red Mountain Financial, LLC 1.69% Reduce -1.1% 8,360 $1.8M
Collective Family Office LLC 0.40% Reduce -25.1% 8,341 $1.8M
Talisman Wealth Advisors LLC 1.44% Add +0.1% 8,307 $1.8M
Vident Advisory, LLC 0.02% Reduce -5.3% 8,251 $1.8M
Eastern Bank 0.03% Add +3.3% 8,210 $1.8M
Chicago Capital, LLC 0.05% Add +0.0% 8,198 $1.8M
Key Client Fiduciary Advisors, LLC 0.60% Add +2.1% 8,181 $1.8M
Range Advisory, LLC 0.33% Reduce -28.5% 8,167 $1.8M
Freestone Capital Holdings, LLC 0.05% Add +3.7% 8,130 $1.7M
Marble Harbor Investment Counsel, LLC 0.19% Add +6.3% 8,121 $1.7M
Independent Solutions Wealth Management, LLC 0.26% New 8,093 $1.7M
CDKV Holdings LLC 1.53% Reduce -2.1% 8,091 $1.7M
Impact Capital Partners LLC 0.53% Reduce -2.6% 8,089 $1.7M
Jaffetilchin Investment Partners, LLC 0.10% Reduce -3.8% 8,087 $1.7M
WESCAP Management Group, Inc. 0.34% No change 8,083 $1.7M
Old North State Wealth Management, LLC 0.80% Add +1.8% 8,065 $1.7M
CPC Advisors, LLC 0.28% Reduce -74.4% 8,065 $1.7M
Kane Investment Management, Inc. 0.89% Add +2.9% 8,020 $1.7M
Stanich Group LLC 1.30% Add +0.1% 7,945 $1.7M
Arq Wealth Advisors, LLC 0.31% Reduce -0.4% 7,928 $1.7M
Traphagen Investment Advisors LLC 0.14% Add +3.4% 7,900 $1.7M
Madison Park Capital Advisors, LLC 1.33% Reduce -2.7% 7,883 $1.7M
Larson Financial Group LLC 0.05% Add +2.8% 7,878 $1.7M
Midwestern Financial, LLC 1.32% Add +0.4% 7,824 $1.7M
Strategic Investment Solutions, Inc. 0.41% Reduce -8.4% 7,821 $1.7M
Inspirion Wealth Advisors, LLC 0.21% No change 7,810 $1.7M
BNC Wealth Management, LLC 0.47% Reduce -4.5% 7,803 $1.7M
Team Hewins, LLC 0.50% New 7,796 $1.7M
Bluespring Wealth Management, LLC 0.14% Add +0.0% 7,792 $1.7M
WBH Advisory Inc. 0.13% Reduce -2.2% 7,765 $1.7M
Integrity Investment Advisors, LLC 0.90% Add +14.2% 7,744 $1.7M
Turn8 Private Wealth Inc. 1.04% Add +53.1% 7,735 $1.7M
AdvisorNet Financial, Inc 0.09% Reduce -9.7% 7,722 $1.7M
Sand Hill Global Advisors, LLC 0.06% No change 7,715 $1.7M
Bokf, NA 0.03% Reduce -1.9% 7,714 $1.7M
Bienville Capital Management, LLC 0.31% Add +0.1% 7,646 $1.6M
Decker Wealth Management LLC 0.37% No change 7,636 $1.6M
Carret Asset Management, LLC 0.16% Add +4.7% 7,636 $1.6M
TAGStone Capital, Inc. 0.58% Add +7.7% 7,630 $1.6M
Piedmont Capital Management, LLC 0.83% Add +0.9% 7,581 $1.6M
Sunbelt Securities, Inc. 0.10% Reduce -1.8% 7,624 $1.6M
Kelman-Lazarov, Inc. 0.23% Add +0.1% 7,622 $1.6M
Orion Porfolio Solutions, LLC 0.01% Reduce -23.8% 7,609 $1.6M
Fortitude Advisory Group L.L.C. 0.74% Add +14.9% 7,598 $1.6M
Sei Investments Co. 0.00% Add +198.4% 7,564 $1.6M
Birchcreek Wealth Management, LLC 0.78% Add +1.0% 7,554 $1.6M
Power Wealth Management LLC 0.61% Reduce -3.1% 7,554 $1.6M
Capstone Wealth Management Group, LLC 0.68% Add +0.4% 7,536 $1.6M
Avior Wealth Management, LLC 0.05% Add +12.3% 7,512 $1.6M
Invesco Ltd. 0.00% Reduce -8.0% 7,484 $1.6M
Monograph Wealth Advisors, LLC 0.15% Add +1.3% 7,380 $1.6M
Berger Financial Group, Inc 0.09% Add +18.8% 7,363 $1.6M
Lake Street Private Wealth, LLC 0.20% Reduce -0.2% 7,363 $1.6M
Asempa Wealth Advisors 1.38% Reduce -10.9% 7,323 $1.6M
Trademark Financial Management, LLC 0.77% Add +41.5% 7,337 $1.6M
First American Bank 0.10% No change 7,334 $1.6M
Nadler Financial Group, Inc. 0.15% Reduce -4.4% 7,329 $1.6M
MOR Wealth Management, LLC 0.72% No change 7,322 $1.6M
Arbor Wealth Advisors LLC 1.10% Add +0.1% 7,320 $1.6M
Root Financial Partners, LLC 0.07% Add +33.1% 7,302 $1.6M
Navis Wealth Advisors, LLC 0.80% Reduce -29.7% 7,283 $1.6M
Moneco Advisors, LLC 0.12% Add +0.7% 7,274 $1.6M
Mystic Asset Management, Inc. 0.36% Reduce -0.8% 7,268 $1.6M
Asset Allocation Strategies LLC 0.28% Reduce -23.2% 7,260 $1.6M
Integras Partners LLC 1.02% Add +5.3% 7,221 $1.6M
Debussy Capital Management LP 0.21% Reduce -1.2% 7,207 $1.5M
Darrow Company, Inc. 0.70% No change 7,185 $1.5M
Hartmann Taylor Wealth Management, LLC 1.02% Reduce -11.6% 7,154 $1.5M
XML Financial, LLC 0.12% Add +7.9% 7,124 $1.5M
Catalina Capital Group, LLC 0.94% Add +3.8% 7,117 $1.5M
Ironwood Investment Counsel, LLC 0.22% Reduce -6.8% 7,096 $1.5M
Compass Financial Services Inc 0.66% Reduce -2.5% 7,088 $1.5M
Elm Partners Management LLC 0.07% Add +59.8% 7,223 $1.5M
Wesbanco Bank Inc. 0.04% Add +4.8% 7,076 $1.5M
Callan Family Office, LLC 0.03% Reduce -1.1% 7,018 $1.5M
Christensen, King & Associates Investment Services, Inc. 0.65% Add +8.3% 6,991 $1.5M
Tarbox Family Office, Inc. 0.24% Reduce -6.3% 6,988 $1.5M
Marshall & Sterling Wealth Advisors Inc. 0.98% Reduce -74.5% 6,969 $1.5M
Townsend Asset Management Corp. /NC/ 0.54% Add +0.2% 6,966 $1.5M
Wolff Financial Management LLC 0.33% Reduce -0.8% 6,963 $1.5M
Valeo Financial Advisors, LLC 0.04% Add +2.0% 6,939 $1.5M
Lansing Street Advisors 0.38% Reduce -0.9% 6,923 $1.5M
Saxony Capital Management, LLC 0.86% Add +6.4% 6,917 $1.5M
Bluesphere Advisors LLC 0.53% Reduce -3.3% 6,912 $1.5M
Evergreen Advisors, LLC 0.35% Add +18.8% 6,895 $1.5M
Duncker Streett & Co. Inc. 0.28% Reduce -4.6% 6,882 $1.5M
Odyssey Capital Advisors, Inc. 1.32% Reduce -14.0% 6,860 $1.5M
Sovereign Financial Group, Inc. 0.26% Add +4.7% 6,826 $1.5M
Essex Bank 0.32% Reduce -3.5% 6,799 $1.5M
Biltmore Family Office, LLC 0.20% No change 6,771 $1.5M
Crux Wealth Advisors 0.56% Add +0.4% 6,768 $1.5M
Pps&v Asset Management Consultants, Inc. 0.89% Reduce -26.7% 6,755 $1.5M
Aries Wealth Management 0.32% No change 6,735 $1.4M
Everett Harris & Co. 0.02% Reduce -0.3% 6,720 $1.4M
Decker Retirement Planning Inc. 0.65% Add +11.4% 6,712 $1.4M
Silver Lake Advisory, LLC 0.57% Add +6.8% 6,708 $1.4M
Catalyst Financial Partners LLC 0.17% Reduce -0.1% 6,692 $1.4M
Atlantic Edge Private Wealth Management, LLC 0.35% Reduce -0.3% 6,686 $1.4M
Adkins Seale Capital Management LLC 1.42% Add +1.0% 6,677 $1.4M
Mascagni Wealth Management, Inc. 1.02% Add +0.1% 6,661 $1.4M
Godshalk Welsh Capital Management, Inc. 0.83% Add +0.3% 6,634 $1.4M
Weik Capital Management 0.57% Reduce -1.1% 6,615 $1.4M
Fisher Asset Management 0.00% Add +32.5% 6,595 $1.4M
Aua Capital Management, LLC 0.72% No change 6,574 $1.4M
Marathon Wealth Advisors LLC 0.58% Add +15.6% 6,563 $1.4M
Manhattan West Asset Management, LLC 0.28% Reduce -1.5% 6,547 $1.4M
Forum Financial Management, LP 0.02% Reduce -8.7% 6,540 $1.4M
Nilsine Partners, LLC 0.11% No change 6,210 $1.4M
Community Bank, N.A. 0.17% Reduce -0.3% 6,514 $1.4M
Keeler & Nadler Financial Planning & Wealth Management 0.47% Add +0.6% 6,491 $1.4M
National Philanthropic Trust 0.01% Reduce -93.6% 6,485 $1.4M
Rothschild Wealth LLC 0.13% No change 6,458 $1.4M
Well Done, LLC 0.20% Reduce -0.3% 6,425 $1.4M
RDA Financial Network 0.35% Reduce -0.7% 6,414 $1.4M
KLCM Advisors, Inc. 0.12% Reduce -5.5% 6,404 $1.4M
Mayfair Advisory Group, LLC 0.48% Reduce -0.3% 6,394 $1.4M
Ascent Group, LLC 0.05% Add +5.3% 6,394 $1.4M
Carson Advisory Inc. 0.71% Add +4.2% 6,354 $1.4M
Broyhill Asset Management, LLC 1.34% Add +24.6% 6,337 $1.4M
Syverson Strege & Co 0.33% No change 6,336 $1.4M
C M Bidwell & Associates Ltd. 0.64% Reduce -1.2% 6,333 $1.4M
Ethos Financial Group, LLC 0.10% Reduce -0.2% 6,300 $1.4M
GWN Securities Inc. 0.26% Add +0.3% 6,276 $1.3M
MFA Wealth Services 0.89% Add +0.2% 6,269 $1.3M
Dempze Nancy E 0.74% No change 6,231 $1.3M
Daymark Wealth Partners, LLC 0.04% Reduce -3.9% 6,227 $1.3M
Busey Bank 0.04% Reduce -4.0% 6,226 $1.3M
Wiser Wealth Management, Inc 0.29% Add +16.4% 6,207 $1.3M
Capital Squared Financial LLC 1.02% Add +29.8% 6,183 $1.3M
Evexia Wealth LLC 0.37% Add +4.5% 5,954 $1.3M
Prudent Investors Network, Inc. 0.29% New 6,146 $1.3M
Horizon Wealth Management, LLC 0.19% Reduce -1.1% 6,146 $1.3M
Cantor Fitzgerald Investment Advisors L.P. 0.10% Reduce -2.3% 6,145 $1.3M
Ignite Planners, LLC 0.20% Add +3.2% 6,144 $1.3M
Ascentis Independent Advisors 0.10% New 6,143 $1.3M
RM Financial Services, LLC 1.13% Add +12.5% 6,118 $1.3M
Institute for Wealth Management, LLC. 0.14% Reduce -3.3% 6,117 $1.3M
Gutierrez Wealth Advisory, LLC 0.82% Add +0.4% 6,101 $1.3M
McAdam, LLC 0.06% Add +0.1% 6,097 $1.3M
Rockland Trust Co. 0.05% Reduce -6.7% 6,090 $1.3M
Cooper/Haims Advisors, LLC 0.62% No change 6,086 $1.3M
Evernest Financial Advisors, LLC 0.27% Add +0.3% 5,755 $1.3M
Tenret Co LLC 0.63% No change 6,040 $1.3M
Ashton Thomas Securities, LLC 0.16% No change 6,027 $1.3M
American State Bank (Iowa) 0.62% Add +0.7% 6,020 $1.3M
Atria Investments, Inc 0.01% Reduce -17.1% 6,018 $1.3M
Angeles Wealth Management, LLC 0.07% Reduce -1.9% 6,009 $1.3M
Douglass Winthrop Advisors, LLC 0.02% Reduce -9.8% 6,000 $1.3M
Barclays PLC 0.00% Add +123.6% 5,970 $1.3M
BTG Pactual Asset Management US LLC 0.13% Reduce -0.7% 5,941 $1.3M
Churchill Financial Advisors, LLC 0.27% Reduce -0.2% 5,939 $1.3M
Essex LLC 0.23% Add +0.4% 5,937 $1.3M
Littlejohn Financial Services, Inc. 0.95% Reduce -1.5% 5,911 $1.3M
Creative Financial Designs Inc. 0.08% Add +0.1% 5,902 $1.3M
Towerpoint Wealth, LLC 0.51% Add +6.0% 5,902 $1.3M
Harmony Asset Management LLC 0.39% Reduce -1.8% 5,899 $1.3M
Mark Sheptoff Financial Planning, LLC 0.67% Add +29.0% 5,537 $1.3M
Sepio Capital, LP 0.07% Add +5.8% 5,888 $1.3M
KOM Wealth Management Group, LLC 0.86% Add +1.8% 5,883 $1.3M
Tandem Investment Partners LLC 1.06% Reduce -44.0% 5,840 $1.3M
Trevian Wealth Management LLC 0.62% Reduce -14.5% 5,835 $1.3M
Ridge Creek Global, Inc 1.06% No change 5,825 $1.3M
Private Management Group Inc. 0.04% Reduce -3.3% 5,824 $1.3M
RiverFront Investment Group, LLC 0.02% Add +6.6% 5,814 $1.3M
LCNB Corp. 0.42% No change 5,800 $1.2M
Luminvest Wealth Management LLC 0.33% Reduce -0.6% 5,800 $1.2M
Abacus Wealth Partners, LLC 0.11% Reduce -5.1% 5,789 $1.2M
Objective Capital Management, LLC 1.26% Reduce -1.6% 5,788 $1.2M
Redwood Family Wealth LLC 1.22% Reduce -2.2% 5,780 $1.2M
Fiduciary Family Office, LLC 0.35% Reduce -7.2% 5,766 $1.2M
Orgel Wealth Management, LLC 0.03% Add +21.8% 5,755 $1.2M
Leonard Rickey Investment Advisors P.L.L.C. 0.21% Reduce -0.0% 5,738 $1.2M
Convergence Financial, LLC 0.13% Add +99.9% 5,716 $1.2M
DBK Financial Counsel, LLC 0.93% No change 5,704 $1.2M
GTS Securities LLC 0.04% New 5,700 $1.2M
Rossby Financial, LCC 0.26% Add +61.1% 5,674 $1.2M
Alliancebernstein L.P. 0.00% Reduce -2.9% 5,566 $1.2M
Fiduciary Group, LLC 0.10% Reduce -5.4% 5,683 $1.2M
Front Row Advisors LLC 0.41% Add +1.6% 5,677 $1.2M
Schrum Private Wealth Management LLC 0.93% Add +1.4% 5,664 $1.2M
Gallacher Capital Management LLC 0.47% Add +0.0% 5,655 $1.2M
RVW Wealth, LLC 0.09% Reduce -2.9% 5,633 $1.2M
WealthCare Investment Partners, LLC 0.34% Reduce -0.3% 5,600 $1.2M
ERn Financial, LLC 0.23% Reduce -0.8% 5,627 $1.2M
Quaker Wealth Management, LLC 0.38% Reduce -4.7% 5,622 $1.2M
Calton & Associates, Inc. 0.17% Reduce -6.1% 5,610 $1.2M
Keystone Global Partners, LLC 0.54% Reduce -1.6% 5,608 $1.2M
Approach Retirement Advisors, LLC 1.00% Add +0.1% 5,592 $1.2M
OakTrust Wealth Advisors, LLC 1.09% No change 5,576 $1.2M
Trifecta Capital Advisors, LLC 0.18% Add +0.5% 5,520 $1.2M
Baldwin Wealth Partners LLC 0.09% No change 5,500 $1.2M
Lincoln Capital Corp. 0.43% No change 5,495 $1.2M
Northwest Bancshares, Inc. 0.24% No change 5,493 $1.2M
Legacy Trust 0.23% Reduce -2.1% 5,477 $1.2M
Highview Capital Management LLC 0.43% Reduce -9.0% 5,474 $1.2M
Wolfstich Capital, LLC 1.03% New 5,581 $1.2M
Timothy G. Youngquist 2020 Irrevocable Trust 0.57% New 5,459 $1.2M
Palisade Asset Management, LLC 0.12% No change 5,457 $1.2M
Strategic Financial Services, Inc. 0.06% Reduce -0.2% 5,448 $1.2M
Ledgewood Wealth Advisors, LLC 0.66% Reduce -5.1% 5,426 $1.2M
Secure Asset Management, LLC 0.18% No change 5,423 $1.2M
True North Advisors, LLC 0.13% Add +275.6% 5,401 $1.2M
Claris Financial LLC 0.63% Reduce -1.8% 5,372 $1.2M
Avidian Wealth Enterprises, LLC 0.04% Add +3.6% 5,354 $1.2M
Tsfg, LLC 0.17% Reduce -0.3% 5,336 $1.1M
Investment Planning Advisors, Inc. 0.32% Reduce -6.2% 5,332 $1.1M
BOK Financial Private Wealth, Inc. 0.07% Add +22.8% 5,328 $1.1M
Mitchell McLeod Pugh & Williams Inc. 0.17% Add +3.7% 5,320 $1.1M
Councilor Wealth, LLC 0.55% Add +2.9% 5,313 $1.1M
Sutton Place Investors LLC 0.62% No change 5,311 $1.1M
Webster Bank, N. A. 0.11% Reduce -2.2% 5,308 $1.1M
Qube Research & Technologies Ltd 0.00% Add +293.2% 5,308 $1.1M
Moody LYNN Lieberson & Walker, LLC 0.06% No change 5,307 $1.1M
Great Diamond Partners, LLC 0.22% Reduce -1.1% 5,300 $1.1M
Beacon Capital Management, LLC 0.20% Reduce -15.8% 5,296 $1.1M
Silver Oak Wealth Advisors Services, LLC 0.74% Add +0.0% 5,266 $1.1M
Bayban 0.98% Reduce -4.8% 5,254 $1.1M
Guardsman Private Capital Management, Inc. 0.88% Add +0.0% 5,251 $1.1M
Continuum Advisory, LLC 0.11% Add +15.7% 5,227 $1.1M
Mayport, LLC 0.21% No change 5,225 $1.1M
Wealth Dimensions Group, Ltd. 0.22% Reduce -0.4% 5,222 $1.1M
Cypress Capital Group 0.13% Add +1.2% 5,194 $1.1M
DF Dent & Co. Inc. 0.02% Reduce -1.1% 5,189 $1.1M
National Wealth Management Group, LLC 0.42% Add +5.7% 5,186 $1.1M
Urban Wealth Management, LLC 1.14% Reduce -0.7% 5,178 $1.1M
Midway Capital Research & Management 1.05% Add +7.3% 5,157 $1.1M
Perkins Coie Trust Co 0.21% Reduce -1.4% 5,153 $1.1M
Partners Capital Investment Group, LLP 0.04% Add +0.4% 5,134 $1.1M
Parr McKnight Wealth Management Group, LLC 0.14% Reduce -82.0% 5,129 $1.1M
Mosaic Family Wealth Partners, LLC 0.11% Reduce -1.9% 5,077 $1.1M
Klingman & Associates, LLC 0.05% Reduce -10.8% 5,064 $1.1M
Union Savings Bank 0.48% Reduce -3.1% 5,064 $1.1M
Burk Holdings LLC 0.47% No change 5,050 $1.1M
Financial Partners Group, Inc 0.13% Reduce -1.5% 5,048 $1.1M
Alchemi Wealth, LLC 0.60% Add +15.1% 5,047 $1.1M
Insight Advisors, LLC/ PA 0.21% Reduce -34.4% 5,041 $1.1M
Burke & Herbert Bank & Trust Co. 0.30% Add +1.0% 5,033 $1.1M
Rockingstone Advisors LLC 0.50% Add +1.7% 5,031 $1.1M
Sage Capital Advisors,llc 0.25% Reduce -7.1% 5,031 $1.1M
Center for Financial Planning, Inc. 0.11% Reduce -0.3% 5,028 $1.1M
Simmons Bank 0.07% Add +0.8% 5,025 $1.1M
Roxbury Financial LLC 0.97% Add +3.4% 5,023 $1.1M
Bryant Woods Investment Advisors, LLC 0.40% New 5,013 $1.1M
Invst, LLC 0.12% Reduce -13.9% 5,012 $1.1M
Trueblood Wealth Management, LLC 0.42% Add +1.8% 5,007 $1.1M
Indiana Trust & Investment Management Co 0.33% No change 4,995 $1.1M
Ballast Rock Private Wealth LLC 0.59% Add +39.3% 4,979 $1.1M
Independent Wealth Network Inc. 0.32% Add +2.8% 4,969 $1.1M
Bison Wealth, LLC 0.10% Add +13.4% 4,673 $1.1M
Summit Financial Wealth Advisors, LLC 0.15% Add +0.0% 4,961 $1.1M
Collaborative Wealth Managment Inc. 0.49% Reduce -13.3% 4,946 $1.1M
VeraBank, N.A. 0.19% Reduce -3.5% 4,945 $1.1M
Cambridge Financial Group, LLC 0.36% Reduce -47.7% 4,933 $1.1M
LongView Wealth Management 0.27% Add +7.7% 4,735 $1.1M
MA Private Wealth 0.18% No change 4,926 $1.1M
Gradient Capital Advisors, LLC 0.27% Reduce -10.9% 4,926 $1.1M
Medallion Wealth Advisors, LLC 0.35% Reduce -3.7% 4,922 $1.1M
Trace Wealth Advisors, LLC 0.79% No change 4,918 $1.1M
J2 Capital Management Inc 0.73% Add +2.8% 4,918 $1.1M
Fulton Bank, N.A. 0.04% No change 4,913 $1.1M
O'ROURKE & COMPANY, Inc 0.42% Reduce -6.0% 4,885 $1.1M
Blake Schutter Theil Wealth Advisors, LLC 0.86% Add +0.1% 4,879 $1.0M
Cranbrook Wealth Management, LLC 0.21% No change 4,863 $1.0M
GAMCO Investors 0.01% No change 4,854 $1.0M
Foster Victor Wealth Advisors, LLC 0.06% No change 4,652 $1.0M
Grey Ledge Advisors, LLC 0.23% Add +0.5% 4,831 $1.0M
Magnolia Capital Advisors LLC 0.20% Add +21.6% 4,811 $1.0M
Consolidated Capital Management, LLC 0.33% Reduce -87.9% 4,798 $1.0M
Advisor Resource Council 0.41% No change 4,789 $1.0M
Hamilton Wealth, LLC 0.20% Reduce -1.8% 4,776 $1.0M
Clark Capital Management Group, Inc. 0.01% No change 4,734 $1.0M
Jag Capital Management, LLC 0.11% No change 4,728 $1.0M
Northwest Wealth Management, LLC 0.15% Add +0.2% 4,716 $1.0M
Sawgrass Asset Management LLC 0.15% No change 4,715 $1.0M
CWA Asset Management Group, LLC 0.03% Add +6.1% 4,705 $1.0M
IFG Advisors, LLC 0.16% Add +28.6% 4,683 $1.0M
Rossmore Private Capital 0.09% Add +0.0% 4,682 $1.0M
Beta Wealth Group, Inc. 0.42% Reduce -6.4% 4,681 $1.0M
Atlas Legacy Advisors, LLC 0.18% Add +7.2% 4,657 $1.0M
Occidental Asset Management, LLC 0.12% Reduce -0.5% 4,675 $1.0M
AssuredPartners Investment Advisors, LLC 0.11% New 4,634 $1.0M
Agate Pass Investment Management, LLC 0.39% Add +4.2% 4,667 $1.0M
Viawealth, LLC 0.56% Reduce -11.9% 4,653 $1.0M
Canal Capital Management, LLC 0.14% Add +0.0% 4,643 $999K
Townsquare Capital LLC 0.23% Reduce -3.7% 4,641 $998K
Maple Capital Management, Inc. 0.07% Reduce -2.6% 4,623 $994K
Sage Rhino Capital LLC 0.19% No change 4,622 $994K
Allspring Global Investments Holdings, LLC 0.00% No change 4,616 $994K
Samalin Investment Counsel, LLC 0.35% Add +24.3% 4,619 $993K
Roger Wittlin Investment Advisory, LLC 0.81% Reduce -39.3% 4,617 $993K
Kathmere Capital Management, LLC 0.06% Add +29.4% 4,615 $993K
Neuberger Berman Group LLC 0.00% Add +4.2% 4,605 $990K
Vicus Capital 0.07% Add +1.2% 4,603 $990K
Petix & Botte Co 0.44% Reduce -32.3% 4,587 $986K
Rockwood Wealth Management, LLC 0.07% Reduce -0.6% 4,581 $985K
Unify Financial Advisors 1.03% Reduce -1.1% 4,580 $985K
Coastal Bridge Advisors, LLC 0.07% Add +6.3% 4,573 $984K
Schmidt P J Investment Management Inc. 0.17% Reduce -51.2% 4,563 $981K
Greenleaf Trust 0.01% No change 4,554 $979K
Patten & Patten Inc. 0.06% Add +0.1% 4,539 $976K
Morling Financial Advisors, LLC 0.30% No change 4,538 $976K
Sfmg, LLC 0.07% Add +0.7% 4,523 $973K
Keating Financial Advisory Services, Inc. 0.16% Add +2.0% 4,520 $972K
Cedarwood Wealth LLC 0.98% Add +13.5% 4,518 $972K
Legacy Financial Strategies, LLC 0.18% No change 4,517 $971K
Millennium Capital Advisors, LLC 0.60% No change 4,513 $971K
Camden National Bank 0.13% Reduce -9.8% 4,513 $971K
Anderson Hoagland & Co. 0.08% No change 4,498 $967K
Integris Wealth Management, LLC 0.22% No change 4,494 $966K
Boston Trust Walden Corp 0.01% Add +1.3% 4,483 $964K
Brooklyn Investment Group 0.03% Add +11.6% 4,477 $963K
Raub Brock Capital Management LP 0.24% Reduce -95.0% 4,476 $963K
Accredited Investors Inc. 0.05% Reduce -14.3% 4,470 $961K
BlueChip Wealth Advisors LLC 0.42% Reduce -27.1% 4,468 $961K
RTD Financial Advisors, Inc. 0.12% No change 4,464 $960K
Mason Investment Advisory Services, Inc. 0.04% Add +0.2% 4,459 $959K
Newman Dignan & Sheerar, Inc. 0.20% Reduce -1.7% 4,443 $956K
Millennium Management 0.00% New 4,441 $955K
Chancellor Financial Group WB LP 0.68% No change 4,433 $953K
Wick Capital Partners, LLC 0.17% Add +31.5% 4,425 $952K
Sage Mountain Advisors LLC 0.07% Reduce -60.1% 4,424 $951K
JRM Investment Counsel, LLC 0.25% No change 4,416 $950K
Portside Wealth Group, LLC 0.13% Reduce -1.9% 4,409 $948K
Synergy Asset Management, LLC 0.10% Add +19.7% 4,384 $943K
Hobart Private Capital, LLC 0.19% No change 4,380 $942K
Redhawk Wealth Advisors, Inc. 0.10% Add +3.8% 4,380 $942K
Wilmington Savings Fund Society, FSB 0.02% No change 4,373 $940K
Smithbridge Asset Management Inc. 0.14% Reduce -46.3% 4,372 $940K
Pettinga Financial Advisors LLC 0.18% Reduce -1.6% 4,350 $935K
Patrick M Sweeney & Associates, Inc. 0.60% Add +0.8% 4,349 $935K
Financial Enhancement Group LLC 0.12% No change 4,105 $934K
Empowered Funds, LLC 0.01% New 4,331 $931K
Canandaigua National Corp. 0.08% — 4,320 $929K
Westmount Partners, LLC 0.23% Reduce -2.5% 4,313 $928K
Ascent Wealth Partners, LLC 0.11% Add +8.7% 4,312 $927K
Future Financial Wealth Managment LLC 0.59% Add +0.1% 4,103 $921K
OpenArc Corporate Advisory, LLC 0.01% Add +108.7% 4,259 $916K
Calamos Wealth Management LLC 0.03% Add +12.4% 4,232 $910K
Calamos Advisors LLC 0.00% New 4,232 $910K
Two Sigma Securities, LLC 0.11% New 4,228 $909K
Badgley Phelps Wealth Managers, LLC 0.02% Reduce -7.7% 4,226 $909K
HighRoad Wealth Advisors, LLC 0.89% Reduce -1.0% 4,223 $908K
Aureum Wealth Management, LLC 0.63% Add +212.2% 4,215 $906K
Melfa Wealth Management, Inc. 0.52% Reduce -1.0% 4,207 $905K
Appleton Partners Inc. 0.06% Add +0.7% 4,195 $902K
Anson Capital, Inc. 0.62% Reduce -1.5% 4,192 $902K
Capital Management Associates, Inc 0.20% Reduce -1.3% 4,189 $901K
Vaughan David Investments LLC 0.02% Reduce -0.3% 4,152 $893K
Sterling Investment Advisors, Ltd. 0.16% Add +0.0% 4,146 $892K
Willner & Heller, LLC 0.66% Add +0.3% 4,144 $891K
TruWealth Advisors, LLC 0.04% Reduce -2.6% 4,129 $888K
Aureus Asset Management, LLC 0.06% Reduce -28.0% 4,123 $887K
Flagship Wealth Advisors, LLC 0.38% Reduce -4.0% 4,332 $887K
Legacy Advisors, LLC 0.10% Add +63.0% 4,108 $883K
MassMutual Private Wealth & Trust, FSB 0.02% Reduce -0.9% 4,104 $883K
CoreCap Advisors, LLC 0.03% Add +12.0% 4,089 $879K
Cullen/Frost Bankers, Inc. 0.01% Reduce -71.5% 4,088 $879K
First Bancorp, Inc 0.44% Reduce -26.0% 4,078 $877K
Van Den Berg Management I, Inc. 0.20% Add +4.6% 4,062 $874K
Lutz Financial Services LLC 0.06% Add +7.7% 4,051 $871K
Cauble & Harre Wealth Management, Inc. 0.69% Reduce -62.2% 3,788 $867K
BLB&B Advisors, LLC 0.04% Add +47.5% 4,020 $865K
LVM Capital Management Ltd. 0.08% Reduce -5.3% 4,016 $864K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.36% Reduce -3.7% 4,014 $864K
Sequent Planning LLC 0.21% Reduce -0.1% 4,002 $861K
Pine Valley Investments Ltd Liability Co 0.04% Add +7.7% 3,981 $856K
Independence Financial Advisors, LLC 0.26% Add +0.4% 3,966 $853K
Trilogy Capital Inc. 0.04% Reduce -0.7% 3,966 $853K
Asset Dedication, LLC 0.06% Add +25.1% 3,958 $851K
Hopwood Nicholas Hunter 0.27% Add +1.9% 3,950 $849K
Sendero Wealth Management, LLC 0.09% Add +7.5% 3,932 $846K
Capital Investment Counsel, LLC 0.12% Add +85.9% 3,916 $842K
Great Lakes Retirement, Inc. 0.09% Add +4.4% 3,911 $841K
TCI Wealth Advisors, Inc. 0.04% Add +1.0% 3,907 $840K
EdgeRock Capital LLC 0.23% Reduce -8.5% 3,907 $840K
Glenview Trust Co 0.01% Add +2.4% 3,902 $839K
Alteri Wealth LLC 0.27% No change 3,901 $839K
TCV Trust & Wealth Management, Inc. 0.07% Reduce -6.9% 3,892 $837K
Plante Moran Financial Advisors, LLC 0.05% Add +9.9% 3,889 $836K
Revolve Wealth Partners, LLC 0.11% Reduce -24.6% 3,883 $835K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -85.0% 3,881 $835K
Northwest Wealth Advisors, LLC 0.60% Add +0.2% 3,879 $834K
3Chopt Investment Partners, LLC 0.19% Add +0.4% 3,874 $833K
LBMC Investment Advisors, LLC 0.05% Add +5.1% 3,849 $828K
Bolthouse Investments, LLC 0.75% No change 3,846 $827K
Missouri Trust & Investment Co 0.24% No change 3,843 $826K
Bridges Investment Management Inc. 0.01% Reduce -29.3% 3,838 $825K
Bearing Point Capital, LLC 0.13% No change 3,824 $822K
Barnes Wealth Management Group, Inc 0.42% Reduce -21.9% 3,821 $822K
B. Riley Wealth Advisors, Inc. 0.05% Reduce -90.7% 3,897 $821K
Intrust Bank NA 0.07% No change 3,799 $817K
Lantern Wealth Advisors, LLC 0.42% Add +10.2% 3,793 $816K
Krane Financial Solutions LLC 0.55% — 3,783 $814K
OMNI 360 Wealth, Inc. 0.42% Add +0.4% 3,777 $812K
New World Advisors LLC 0.14% Add +78.3% 3,769 $811K
Mechanics Bank Trust Department 0.11% Reduce -2.7% 3,767 $810K
Seaside Wealth Management, Inc. 0.23% Add +0.4% 3,762 $809K
Thrive Wealth Management, LLC 0.12% Reduce -3.3% 3,761 $809K
Valued Retirements, Inc. 0.79% Add +4.0% 3,758 $808K
WealthPlan Investment Management, LLC 0.04% Reduce -19.6% 3,737 $804K
NewCorp Financial Services, Inc. 0.70% No change 3,733 $803K
Gemmer Asset Management LLC 0.06% Add +0.0% 3,728 $802K
Minot DeBlois Advisors LLC 0.73% Add +18.7% 3,720 $800K
Pinkerton Wealth, LLC 0.07% No change 3,629 $798K
Courier Capital LLC 0.04% Add +0.1% 3,707 $797K
Kennedy Investment Group, Inc. 0.31% Add +8.7% 3,705 $797K
Magnus Financial Group LLC 0.07% Add +0.3% 3,703 $796K
Ring Mountain Capital, LLC 0.43% Reduce -1.8% 3,696 $795K
Hegarty Advisors, LLC 0.63% Add +15.5% 3,689 $793K
Am Investment Strategies LLC 0.17% Reduce -6.5% 3,686 $793K
Avaii Wealth Management, LLC 0.28% Reduce -1.8% 3,684 $792K
Aventus Investment Advisors, Inc. 0.67% Reduce -1.8% 3,674 $790K
Bay Capital Advisors, LLC 0.49% No change 3,660 $787K
Prospect Financial Group LLC 0.73% Reduce -1.4% 3,655 $786K
Topsail Wealth Management, LLC 0.12% Reduce -1.3% 3,648 $785K
Hilltop Holdings Inc. 0.07% Reduce -3.1% 3,647 $784K
Ameriflex Group, Inc. 0.40% Add +1.0% 3,645 $784K
Elser Financial Planning, Inc 0.04% No change 3,652 $784K
Fairview Capital Investment Management, LLC 0.04% Reduce -0.1% 3,642 $783K
Frank, Rimerman Advisors LLC 0.05% Reduce -45.9% 3,640 $783K
BlueStem Wealth Partners, LLC 0.09% Reduce -7.7% 3,633 $781K
Westbourne Investments, Inc. 0.37% Add +0.6% 3,610 $776K
Vanguard Personalized Indexing Management, LLC 0.01% Add +9.1% 3,609 $776K
James J. Burns & Company, LLC 0.11% Add +0.2% 3,605 $775K
Smithfield Trust Co 0.03% No change 3,591 $772K
Brookwood Investment Group LLC 0.10% Add +26.4% 3,582 $770K
Wealth Group Ltd 0.17% No change 3,573 $768K
Financial Advisors Network, Inc. 0.11% Add +4.2% 3,563 $766K
Prospera Capital Management, LLC 0.38% Add +0.3% 3,556 $765K
Capital Asset Advisory Services LLC 0.03% Add +1.3% 3,352 $762K
Obermeyer Wealth Partners 0.04% No change 3,536 $760K
Rockbridge Investment Management, LCC 0.07% Add +0.3% 3,529 $759K
Nautilus Advisors LLC 0.52% Reduce -8.1% 3,521 $757K
William John Sempolinski 0.38% Add +12.8% 3,518 $757K
Hanson & Doremus Investment Management 0.09% Reduce -0.3% 3,517 $756K
Schaeffer Financial LLC 0.64% Add +2.1% 3,513 $756K
Arcus Capital Partners, LLC 0.27% Reduce -6.7% 3,506 $754K
Trustmark Bank Trust Department 0.05% Add +4.0% 3,505 $754K
Sherry Group, Inc. 0.82% No change 3,500 $753K
FF Advisors,LLC 0.30% Reduce -32.4% 3,299 $751K
Olde Wealth Management, LLC 0.24% Reduce -0.3% 3,496 $751K
Legacy Private Trust Co. 0.05% No change 3,487 $750K
Saiph Capital, LLC 0.28% Add +2.4% 3,478 $748K
Leading Edge Financial Planning LLC 0.16% Reduce -0.8% 3,471 $747K
Sage Capital Management, LLC 0.35% Add +0.2% 3,469 $747K
Telos Capital Management, Inc. 0.07% Reduce -3.4% 3,463 $745K
Radnor Capital Management, LLC 0.11% No change 3,459 $744K
Blue Zone Wealth Advisors, LLC 0.15% Add +10.3% 3,447 $741K
Adapt Wealth Advisors, LLC 0.27% Reduce -3.8% 3,440 $740K
2UniFi Bank 0.36% No change 3,440 $740K
First Growth Capital LLC 0.67% Reduce -1.9% 3,428 $739K
Nordwand Advisors, LLC 0.13% Add +3.6% 3,430 $738K
Three Bridge Wealth Advisors, LLC 0.20% No change 3,429 $737K
Grove Bank & Trust 0.08% Add +0.7% 3,424 $736K
Clark Asset Management, LLC 0.07% Add +21.3% 3,412 $734K
CCG Wealth Management, LLC 0.20% New 3,409 $733K
AlTi Global, Inc. 0.02% No change 3,401 $732K
Boltwood Capital Management 0.19% No change 3,400 $731K
Fortis Group Advisors, LLC 0.12% Reduce -43.3% 3,230 $730K
Koa Wealth Management, LLC 0.53% Reduce -13.1% 3,391 $729K
Advantage Trust Co 0.33% No change 3,388 $729K
Eagle Rock Investment Company, LLC 0.11% No change 3,379 $727K
Aerodigm Wealth, LLC 0.27% Add +0.1% 3,372 $725K
SVRN Asset Management, LLC 0.70% Reduce -17.5% 3,369 $725K
Pine Harbor Wealth Management, LLC 0.22% Add +0.9% 3,366 $724K
Valley National Advisers Inc. 0.09% Reduce -1.2% 3,362 $723K
BCS Wealth Management 0.15% Reduce -46.8% 3,357 $722K
Thompson David Blair 0.41% Reduce -21.2% 3,355 $722K
Brown Miller Wealth Management, LLC 0.20% Reduce -13.1% 3,353 $721K
Russell Investments Group, Ltd. 0.00% Reduce -11.3% 3,353 $721K
Thompson Siegel & Walmsley LLC 0.01% Reduce -0.7% 3,341 $719K
Wealthquest Corp 0.05% Reduce -0.7% 3,329 $716K
OneAscent Wealth Management LLC 0.24% Reduce -1.6% 3,324 $715K
Richard W. Paul & Associates, LLC 0.24% Reduce -0.9% 3,323 $715K
Riverbend Wealth Management, LLC 0.44% Add +3.1% 3,322 $714K
Phillips Wealth Planners LLC 0.54% Add +33.7% 3,128 $714K
Silver Oak Securities, Incorporated 0.05% Add +1.0% 3,315 $713K
Endeavor Private Wealth, Inc. 0.20% Add +8.1% 3,312 $712K
Independence Bank of Kentucky 0.09% No change 3,302 $710K
Foster & Motley Inc. 0.04% Reduce -3.2% 3,295 $709K
Frisch Financial Group, Inc. 0.15% Reduce -6.3% 3,289 $707K
Cannell & Spears LLC 0.01% Reduce -12.9% 3,282 $706K
JGP Wealth Management, LLC 0.07% Add +1.1% 3,269 $703K
Matrix Asset Advisors Inc. 0.06% Reduce -7.6% 3,267 $703K
HFG Advisors, Inc. 0.49% No change 3,260 $701K
KMG Fiduciary Partners, LLC 0.05% Add +5.9% 3,257 $700K
Hilltop National Bank 0.17% Reduce -1.3% 3,247 $698K
Texas Yale Capital Corp. 0.02% No change 3,246 $698K
DB&C Advisors, LLC 0.91% Reduce -1.7% 3,243 $697K
Rise Advisors, LLC 0.25% Add +0.4% 3,232 $697K
Lakeridge Wealth Management LLC 0.30% Add +0.3% 3,237 $696K
Autumn Glory Partners, LLC 0.26% Add +9.2% 3,237 $696K
Avion Wealth 0.14% Add +0.1% 3,238 $696K
Proficio Capital Partners LLC 0.04% Reduce -56.4% 3,230 $695K
Squarepoint Ops LLC 0.00% New 3,227 $694K
St. Louis Trust Co 0.08% Reduce -16.7% 3,225 $694K
Ellis Investment Partners, LLC 0.12% Add +6.2% 3,223 $693K
Oxford Financial Group, LTD. LLC 0.04% Reduce -1.8% 3,221 $693K
Howland Capital Management LLC 0.03% Reduce -0.3% 3,212 $691K
Pitcairn Wealth Advisors LLC 0.06% No change 3,141 $690K
RFG - Bristol Wealth Advisors, LLC 0.19% Add +0.3% 3,205 $689K
Tanager Wealth Management LLP 0.07% Add +24.7% 3,195 $687K
Flagstone Financial Management 0.17% Reduce -4.2% 3,190 $686K
Dunhill Financial, LLC 0.16% Add +5.5% 3,173 $682K
Winebrenner Capital Management LLC 0.44% Add +2.2% 3,173 $682K
Huntington National Bank 0.01% New 3,170 $682K
Caliber Wealth Management, LLC / KS 0.07% Reduce -0.4% 3,166 $681K
TMB Capital Partners, LLC 0.23% Add +2.4% 3,154 $678K
Naples Global Advisors, LLC 0.05% Reduce -0.3% 3,149 $677K
Farmers National Bank 0.15% Reduce -1.8% 3,147 $677K
McLean Asset Management Corp 0.12% Add +0.8% 3,125 $672K
Jamison Private Wealth Management, Inc. 0.08% No change 3,112 $669K
MPS Loria Financial Planners, LLC 0.18% Add +0.6% 3,111 $669K
Lester Murray Antman dba SimplyRich 0.17% No change 3,102 $667K
N.E.W. Advisory Services LLC 0.05% Add +0.9% 3,101 $667K
Liberty Square Wealth Partners LLC 0.19% Reduce -9.6% 3,097 $666K
Second Line Capital, LLC 0.13% Add +0.4% 2,908 $665K
Ballast, Inc. 0.15% No change 3,091 $665K
Signal Advisors Wealth, LLC 0.05% Reduce -3.2% 3,087 $664K
Scott Capital Advisors, LLC 0.13% Add +8.1% 2,990 $662K
Mason & Associates Inc 0.13% Add +0.4% 3,132 $660K
Welch Group, LLC 0.02% Reduce -2.8% 3,068 $660K
Pacific Sun Financial Corp 0.32% Reduce -0.3% 3,046 $655K
Strategic Wealth Investment Group, LLC 0.08% Reduce -16.6% 3,044 $655K
Icon Wealth Advisors, LLC 0.04% No change 2,897 $654K
BCU Wealth Advisors, LLC 0.24% Add +0.2% 3,027 $651K
Octavia Wealth Advisors, LLC 0.06% Add +9.1% 3,026 $651K
RPS Advisory Solutions LLC 0.37% Reduce -6.3% 3,021 $650K
Clarity Wealth Development LLC 0.53% Reduce -9.1% 3,017 $649K
Optas, LLC 0.10% No change 3,017 $649K
Heritage Family Offices, LLP 0.29% No change 3,008 $647K
Financial Life Planners 0.49% Reduce -15.8% 2,998 $645K
Integrity Financial Corp 0.32% Reduce -19.3% 2,995 $644K
American Money Management, LLC 0.10% Reduce -0.3% 2,991 $643K
Summit Wealth Partners, LLC 0.10% New 2,983 $642K
Praetorian Wealth Management, Inc. 0.12% No change 2,879 $639K
Wright Wealth LLC 0.43% Add +19.9% 2,968 $638K
Rollins Financial Advisors, LLC 0.10% No change 2,958 $636K
Fortune Financial Advisors, LLC 0.32% Reduce -8.2% 2,954 $635K
Jackson Hole Capital Partners, LLC 0.10% No change 2,946 $634K
Wealth Management Partners, LLC 0.18% Add +60.8% 2,945 $633K
Hikari Tsushin, Inc. 0.04% No change 2,942 $633K
Macroview Investment Management LLC 0.44% Add +0.3% 2,941 $633K
Lauterbach Financial Advisors, LLC 0.31% No change 2,941 $632K
Smith Chas P & Associates Pa Cpas 0.03% Add +0.3% 2,940 $632K
ARS Wealth Advisors Group, LLC 0.05% Add +0.2% 2,930 $630K
JBR Co Financial Management Inc 0.26% No change 2,867 $630K
Able Wealth Management LLC 0.17% Reduce -2.7% 2,915 $627K
YHB Investment Advisors, Inc. 0.04% Reduce -3.6% 2,913 $626K
Capital Group Private Client Services, Inc. 0.01% Reduce -0.1% 2,907 $625K
Baldwin Investment Management, LLC 0.07% Add +0.2% 2,906 $625K
Elevatus Welath Management 0.33% Add +22.0% 2,901 $624K
Christine Messmer PC 0.40% Reduce -25.3% 2,898 $623K
Wood Tarver Financial Group, LLC 0.17% Reduce -20.4% 2,890 $621K
Hunter Associates Investment Management LLC 0.08% No change 2,885 $621K
Sterling Financial Planning, Inc. 0.18% No change 2,886 $621K
Vista Investment Management 0.21% Reduce -2.4% 2,885 $620K
Dana Investment Advisors, Inc. 0.02% Add +0.0% 2,877 $619K
Citizens & Northern Corp. 0.15% No change 2,866 $616K
Brandywine Oak Private Wealth LLC 0.05% Reduce -15.8% 2,864 $616K
Bensler, LLC 0.06% No change 2,863 $616K
FCG Investment Co 0.27% — 2,858 $615K
Glassman Wealth Services 0.08% Reduce -8.2% 2,857 $614K
South Plains Financial, Inc. 0.36% No change 2,856 $614K
SYM FINANCIAL Corp 0.06% Add +1.4% 2,842 $611K
Central Valley Advisors, LLC 0.17% Add +3.1% 2,837 $610K
Dahring | Cusmano LLC 0.37% Reduce -0.1% 2,831 $609K
LifeGoal Investments, LLC 0.35% Add +0.4% 2,815 $607K
Alan B Lancz & Associates, Inc. 0.59% No change 2,820 $606K
Dover Advisors, LLC 0.25% No change 2,815 $605K
Holderness Investments Co. 0.12% Add +10.9% 2,811 $605K
Hantz Financial Services, Inc. 0.01% Add +2.8% 2,798 $602K
Libra Wealth LLC 0.17% No change 2,799 $602K
BSW Wealth Partners 0.07% Reduce -4.8% 2,797 $601K
Bedel Financial Consulting, Inc. 0.07% Add +3.4% 2,795 $601K
Bridgelight Financial Advisors, Inc. 0.51% Reduce -0.5% 2,795 $601K
Clarity Financial LLC 0.07% Reduce -4.9% 2,793 $601K
Financial Alternatives, Inc 0.32% Reduce -1.9% 2,773 $596K
Walsh & Associates, LLC 0.59% No change 2,773 $596K
Culbertson A N & Co. Inc. 0.08% No change 2,767 $595K
Quadrant Capital Group LLC 0.02% Add +11.2% 2,761 $594K
TopTier Wealth Management, LLC 0.36% No change 2,754 $592K
Taylor & Morgan Wealth Management, LLC 0.34% Reduce -13.0% 2,746 $591K
Arsenal Capital Advisors LLC 0.43% Add +29.3% 2,745 $590K
Alliance Wealth Management Group 0.13% Reduce -8.7% 2,741 $589K
Towercrest Capital Management 0.09% Reduce -8.7% 2,741 $589K
Innovative Wealth Building LLC 0.41% Add +15.4% 2,731 $587K
Johnson Wealth Management, LLC 0.28% No change 2,731 $587K
Penobscot Investment Management Company, Inc. 0.05% Add +0.9% 2,730 $587K
Hamilton Point Investment Advisors, LLC 0.09% No change 2,726 $586K
Silver Grove Financial Group, Inc. 0.47% Add +6.7% 2,722 $585K
Summit Investment Advisory Services, LLC 0.22% Reduce -10.3% 2,717 $584K
VSM Wealth Advisory, LLC 0.17% Add +0.0% 2,710 $583K
Bogart Wealth, LLC 0.02% Add +79.3% 2,709 $583K
Tannin Capital LLC 0.42% Add +40.3% 2,709 $583K
Columbia Advisory Partners LLC 0.37% No change 2,701 $581K
Pointe Capital Management LLC 0.29% No change 2,690 $579K
Lakeside Advisors, INC. 0.39% Add +12.6% 2,688 $578K
Claro Advisors Inc. 0.07% Reduce -2.1% 2,688 $578K
Hopwood Financial Services, Inc. 0.39% No change 2,677 $576K
Prestige Wealth Management Group LLC 0.11% Add +0.8% 2,676 $576K
Stone Summit Wealth LLC 0.16% No change 2,669 $574K
Essential Planning, LLC. 0.18% Reduce -12.6% 2,667 $574K
Beacon Financial Planning, Inc. 0.22% No change 2,662 $573K
KFA Private Wealth Group, LLC 0.14% Reduce -0.2% 2,660 $572K
Avestar Capital, LLC 0.04% New 2,658 $572K
Guidance Point Advisors, LLC 0.14% Add +0.5% 2,652 $571K
Tanglewood Legacy Advisors, LLC 0.21% No change 2,651 $570K
Planned Solutions, Inc. 0.19% Add +0.3% 2,647 $569K
GAMMA Investing LLC 0.03% Add +2.1% 2,647 $569K
Certuity, LLC 0.04% Add +100.8% 2,639 $568K
Constant Guidance Financial LLC 0.39% New 2,631 $566K
Values Added Financial LLC 0.24% Reduce -17.6% 2,625 $565K
KPP Advisory Services LLC 0.08% Reduce -2.9% 2,623 $564K
Bluedoor Private Wealth, LLC 0.26% No change 2,623 $564K
Carrera Capital Advisors 0.09% Add +0.4% 2,618 $563K
Cfo Capital Management LLC 0.46% Reduce -8.7% 2,671 $563K
Gradient Investments LLC 0.01% Add +0.6% 2,615 $562K
Condor Capital Management 0.05% No change 2,607 $561K
United Advisor Group, LLC 0.07% Reduce -5.0% 2,604 $560K
Roble, Belko & Company, Inc 0.07% No change 2,601 $559K
Meridian Wealth Partners, LLC 0.08% Add +0.1% 2,598 $559K
PCM Encore, LLC 0.11% Add +12.1% 2,595 $558K
Cyndeo Wealth Partners, LLC 0.03% No change 2,595 $558K
Covenant Asset Management, LLC 0.11% Add +1.4% 2,593 $558K
Beckerman Institutional, LLC 0.30% No change 2,592 $557K
Everest Financial Group LLC 0.09% New 2,576 $554K
FSM Wealth Advisors, LLC 0.07% Reduce -6.3% 2,563 $551K
Cannon Financial Strategists, Inc. 0.07% Add +0.9% 2,554 $549K
ForthRight Wealth Management, LLC 0.16% Add +0.0% 2,553 $549K
Heck Capital Advisors, LLC 0.04% No change 2,546 $548K
MBE Wealth Management, LLC 0.23% Reduce -0.7% 2,542 $547K
Daybright Advisory Services, Inc. 0.15% Add +4.8% 2,538 $546K
Next Level Wealth Planning, LLC 0.28% Add +0.9% 2,532 $544K
First Foundation Advisors 0.02% No change 2,531 $544K
Beacon Financial Strategies CORP 0.31% Reduce -1.8% 2,521 $542K
Uniting Wealth Partners, LLC 0.12% Reduce -3.4% 2,521 $542K
Granite Harbor Advisors, Inc. 0.24% No change 2,521 $542K
Darwin Wealth Management, LLC 0.17% Add +0.1% 2,517 $541K
RS Crum Inc. 0.10% No change 2,510 $540K
Balanced Wealth Group LLC 0.19% Reduce -34.2% 2,506 $539K
Baker Avenue Asset Management, LP 0.01% Reduce -22.1% 2,504 $539K
Blue Bell Private Wealth Management, LLC 0.08% Reduce -5.8% 2,501 $538K
Berman McAleer LLC 0.07% No change 2,495 $537K
Guyasuta Investment Advisors Inc. 0.03% Add +118.4% 2,490 $536K
Breakwater Capital Group 0.07% Reduce -1.0% 2,489 $535K
Ewa, LLC 0.12% Add +0.4% 2,481 $534K
Trust Co. of Oklahoma 0.16% Reduce -15.0% 2,475 $532K
Oak Asset Management, LLC 0.18% No change 2,473 $532K
Fragasso Financial Advisors Inc 0.03% Add +58.5% 2,453 $532K
Cherry Tree Wealth Management, LLC 0.11% No change 2,472 $532K
Catalyst Investment Management LLC 0.59% Reduce -58.4% 2,335 $531K
Strive Financial Group ,LLC 0.28% Reduce -6.0% 2,470 $531K
Capital Wealth Alliance, LLC 0.24% Reduce -0.4% 2,465 $530K
Pennington Partners & Co., LLC 0.18% Add +53.6% 2,460 $529K
Cornerstone Wealth Group, LLC 0.03% Add +80.8% 2,338 $529K
Cannon Advisors, Inc. 0.39% Add +89.4% 2,458 $529K
Sequent Asset Management, LLC 0.25% No change 2,452 $527K
Third View Private Wealth, LLC 0.07% New 2,445 $526K
Alpha Omega Wealth Management LLC 0.09% Add +0.1% 2,442 $525K
JB Capital LLC 0.02% Reduce -21.8% 2,439 $525K
Indie Asset Partners, LLC 0.60% Add +5.9% 2,434 $523K
Ibex Wealth Advisors 0.05% New 2,428 $522K
North Capital, Inc. 0.44% No change 2,424 $521K
River Street Advisors LLC 0.18% Reduce -1.6% 2,424 $521K
Seek First Inc. 0.37% Reduce -18.5% 2,423 $521K
Unique Wealth, LLC 0.07% New 2,411 $519K
CX Institutional 0.02% Reduce -15.0% 2,408 $518K
Integrity Advisory Solutions, LLC 0.07% Reduce -11.7% 2,405 $517K
Brookmont Capital Management 0.29% Add +24.8% 2,403 $517K
Paulson Wealth Management Inc. 0.12% No change 2,399 $516K
Sachetta, LLC 0.28% Reduce -3.9% 2,396 $515K
Alpine Bank Wealth Management 0.07% Reduce -2.2% 2,390 $514K
Clarus Group, Inc. 0.18% Reduce -0.3% 2,384 $513K
Aspire Growth Partners LLC 0.35% Reduce -1.5% 2,382 $512K
Elwood & Goetz Wealth Advisory Group, LLC 0.09% New 2,381 $512K
Schwallier Wealth Management LLC 0.37% Reduce -21.9% 2,381 $512K
Focused Wealth Management, Inc 0.05% Reduce -1.4% 2,379 $512K
Red Tortoise LLC 0.21% Add +0.3% 2,374 $511K
Tortoise Investment Management, LLC 0.04% Reduce -1.2% 2,374 $511K
Quadcap Wealth Management, LLC 0.06% No change 2,367 $509K
Apeiron RIA LLC 0.12% No change 2,364 $508K
Insight Wealth Strategies, LLC 0.06% Reduce -3.3% 2,362 $508K
Stratos Investment Management, LLC 0.02% Add +17.4% 2,358 $507K
Sightline Wealth Advisors, LLC 0.21% Add +0.3% 2,357 $507K
Deutsche Bank AG 0.00% Add +44.7% 2,348 $505K
XTX Topco Ltd 0.01% Reduce -76.0% 2,345 $504K
Key Financial Inc 0.09% Add +3.2% 2,343 $504K
Walker Asset Management, LLC 0.27% No change 2,342 $504K
Physician Wealth Advisors, Inc. 0.07% Reduce -0.7% 2,342 $504K
Long Island Wealth Management, Inc. 0.23% No change 2,340 $503K
SageGuard Financial Group, LLC 0.08% Reduce -6.4% 2,330 $501K
Abound Wealth Management 0.11% Add +12.5% 2,324 $500K
Tilia Fiduciary Partners, Inc. 0.27% Add +15.1% 2,322 $499K
Mengis Capital Management, Inc. 0.09% Add +0.0% 2,320 $499K
O'Brien Greene & Co. Inc 0.14% Reduce -5.7% 2,319 $499K
FreeGulliver LLC 0.21% No change 2,300 $495K
Mairs & Power Inc. 0.01% Reduce -3.2% 2,300 $495K
American Capital Advisory, LLC 0.20% No change 2,299 $494K
Fingerlakes Wealth Management, Inc. 0.33% Add +0.4% 2,294 $493K
Operose Advisors LLC 0.11% Add +1.3% 2,293 $493K
Herold Advisors, Inc. 0.11% No change 2,292 $493K
1776 Wealth LLC 0.19% No change 2,289 $492K
Paragon Financial Partners, Inc. 0.28% Add +0.2% 2,188 $491K
ABLE Financial Group, LLC 0.10% Reduce -8.9% 2,266 $487K
Legacy Edge Advisors, LLC 0.05% Reduce -2.3% 2,265 $487K
Accredited Investor Services, LLC 0.31% Add +0.5% 2,261 $486K
Regimen Wealth, LLC 0.14% Reduce -9.9% 2,258 $486K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -3.2% 2,250 $484K
Arthur M. Cohen & Associates, LLC 0.09% No change 2,234 $482K
Donalies Financial Planning, LLC 0.41% Reduce -24.2% 2,238 $481K
Diversified Portfolios, Inc. 0.04% Reduce -1.4% 2,236 $481K
Prosperity Advisers, LLC 0.40% No change 2,233 $480K
Greykasell Wealth Strategies, Inc. 0.19% Add +8.3% 2,230 $480K
Significant Wealth Partners LLC 0.59% New 2,226 $479K
GHP Investment Advisors, Inc. 0.02% Add +146.4% 2,225 $479K
Rydar Equities, Inc. 0.37% Add +0.4% 2,224 $478K
Cordoba Advisory Partners LLC 0.13% Reduce -45.1% 2,216 $477K
Myecfo, LLC 0.20% Reduce -0.8% 2,214 $476K
Blankinship & Foster, LLC 0.10% No change 2,206 $474K
RIA Advisory Group LLC 0.12% Reduce -65.4% 2,204 $474K
Pacific Financial Group Inc. 0.26% Add +2.5% 2,203 $474K
Evolve Private Wealth, LLC 0.03% Reduce -3.6% 2,201 $473K
Elyxium Wealth, LLC 0.15% No change 2,200 $473K
CCM Investment Advisers LLC 0.05% No change 2,200 $473K
ONE Advisory Partners, LLC 0.15% No change 2,197 $472K
L.K. Benson & Company, P.C. 0.15% Add +0.1% 2,177 $468K
JHP Wealth Management, LLC 0.45% Add +0.4% 2,172 $467K
MN Wealth Advisors, LLC 0.23% Reduce -2.4% 2,169 $466K
Access Financial Services, Inc. 0.17% Add +1.9% 2,167 $466K
Hancock Whitney Corp. 0.01% Add +6.1% 2,080 $466K
S.A. Mason LLC 0.17% Reduce -7.5% 2,164 $465K
InvesTrust 0.20% No change 2,163 $465K
Nvwm, LLC 0.10% Add +0.4% 2,160 $465K
Virtue Asset Management LLC 0.38% No change 2,155 $463K
Berkshire Asset Management LLC 0.02% Reduce -0.7% 2,148 $462K
Costello Asset Management, INC 0.16% Add +23.4% 2,147 $462K
Demars Financial Group, LLC 0.15% Reduce -2.5% 2,146 $461K
Welch & Forbes LLC 0.01% No change 2,145 $461K
PKS Advisory Services, LLC 0.11% Add +3.9% 2,144 $461K
American Trust 0.04% Add +1.1% 2,143 $461K
Cape Investment Advisory, Inc. 0.15% Add +13.4% 2,127 $457K
Accurate Wealth Management, LLC 0.06% Reduce -46.3% 2,062 $457K
Atlantic Family Wealth, LLC 0.33% No change 2,122 $456K
Disciplined Investors, L.L.C. 0.27% No change 2,118 $455K
Southland Equity Partners LLC 0.09% Add +0.1% 2,109 $454K
Pacific Point Advisors, LLC 0.24% Reduce -57.6% 2,109 $454K
Tred Avon Family Wealth, LLC 0.15% Add +59.9% 2,094 $450K
HMS Capital Management, LLC 0.17% Add +30.2% 2,093 $450K
Private Wealth Group, LLC 0.21% Add +22.4% 2,092 $450K
Stone Wealth Partners 0.40% New 2,091 $450K
Castle Rock Wealth Management, LLC 0.10% Reduce -1.4% 2,080 $449K
Triad Wealth Partners, LLC 0.04% Reduce -7.9% 2,087 $449K
Hibernia Wealth Partners, LLC 0.13% No change 2,086 $449K
Davidson Trust Co. 0.19% No change 2,072 $446K
Gilman Hill Asset Management, LLC 0.07% No change 2,070 $445K
Clarity Capital Advisors, LLC 0.21% No change 2,068 $445K
Trust Co 0.04% Add +0.2% 2,068 $445K
Liberty Wealth Management LLC 0.06% Reduce -5.9% 2,066 $444K
Palumbo Wealth Management LLC 0.11% Add +0.2% 2,064 $444K
Spirit of America Management Corp. 0.09% Reduce -12.5% 1,988 $444K
Caerus Investment Advisors, LLC 0.19% Reduce -22.1% 2,063 $444K
Schneider Downs Wealth Management Advisors, LP 0.05% No change 2,061 $443K
Shepherd Financial Partners LLC 0.04% Add +0.1% 2,057 $442K
First Bank & Trust 0.07% Reduce -0.4% 2,056 $442K
Chaney Capital Management, Inc. 0.16% No change 2,055 $442K
NCM Capital Management, LLC 0.16% No change 2,053 $442K
Doliver Advisors, LP 0.10% No change 2,050 $441K
Denver Wealth Management, Inc. 0.15% Reduce -0.3% 2,050 $441K
Abacus Planning Group, Inc. 0.06% Add +0.2% 2,047 $440K
Cahaba Wealth Management, Inc. 0.03% Add +0.3% 2,043 $439K
Verus Capital Partners, LLC 0.03% Add +0.7% 2,039 $438K
Higgins & Schmidt Wealth Strategies LLC 0.20% Reduce -0.3% 2,034 $437K
Nestegg Advisors, Inc. 0.38% Reduce -0.3% 2,032 $437K
Chemistry Wealth Management LLC 0.08% New 2,031 $437K
Compass Capital Corp. /Ma/ 0.16% Reduce -0.9% 1,908 $437K
Tempo Wealth, LLC 0.08% Add +8.6% 2,004 $431K
Pacific Center for Financial Services 0.11% Reduce -12.3% 2,002 $430K
Ameritas Investment Partners, Inc. 0.01% Add +433.6% 2,001 $430K
Clifford Swan Investment Counsel LLC 0.01% No change 2,001 $430K
Finer Wealth Management, Inc. 0.22% No change 2,000 $430K
Carroll Advisory Group, LLC 0.17% Add +7.5% 1,999 $430K
Jeppson Wealth Management, LLC 0.13% Reduce -5.2% 1,997 $429K
Millington Financial Advisors, LLC 0.18% No change 1,900 $429K
Presilium Private Wealth, LLC 0.08% Reduce -2.8% 1,987 $427K
Commonwealth Retirement Investments LLC 0.13% Add +14.7% 1,985 $427K
Manske Wealth Management 0.12% Reduce -11.2% 1,980 $426K
Old Peak Finance LLC 0.25% No change 1,975 $425K
Prasad Wealth Partners, LLC 0.12% Add +8.5% 1,973 $424K
Redwood Investment Management, LLC 0.05% Add +0.4% 1,964 $422K
Old Second National Bank of Aurora 0.09% No change 1,957 $421K
First Western Trust Bank 0.02% Reduce -9.6% 1,954 $420K
Santori & Peters, Inc. 0.13% Add +0.1% 1,950 $419K
Element Pointe Advisors, LLC 0.08% No change 1,947 $419K
Certior Financial Group, LLC 0.27% Add +1.4% 1,946 $419K
Aurora Private Wealth, Inc. 0.30% Reduce -6.8% 1,925 $418K
Outlook Wealth Advisors, LLC 0.10% No change 1,942 $418K
Jupiter Wealth Management LLC 0.16% No change 1,821 $416K
Strategent Financial, LLC 0.28% No change 1,935 $416K
Acropolis Investment Management, LLC 0.02% Reduce -0.8% 1,934 $416K
Shelter Rock Management, LLC 0.44% Add +0.1% 1,932 $416K
Sterling Investment Counsel, LLC 0.12% No change 1,932 $415K
GLR Partners, LLC 0.23% — 1,931 $415K
tru Independence LLC 0.21% Reduce -17.0% 1,928 $415K
Howard Capital Management Group, LLC 0.03% No change 1,926 $414K
Barnes Pettey Financial Advisors, LLC 0.18% Add +5.3% 1,925 $414K
Northwest Financial Advisors 0.80% Reduce -36.0% 1,924 $414K
Founders Grove Wealth Partners, LLC 0.09% No change 1,924 $414K
Symmetry Partners, LLC 0.02% No change 1,924 $414K
Cura Wealth Advisors, LLC 0.18% No change 1,922 $413K
Sather Financial Group Inc 0.03% Add +16.4% 1,922 $413K
Faithward Advisors, LLC 0.06% Reduce -0.7% 1,922 $413K
MLG Wealth Management DBA Pine Grove Financial Group 0.05% Add +20.7% 1,920 $413K
Smart Money Group LLC 0.12% Reduce -2.7% 1,915 $412K
Catalyst Private Wealth, LLC 0.22% No change 1,912 $411K
Gallagher Capital Advisors, LLC 0.28% Add +54.7% 2,569 $411K
Gen-Wealth Partners Inc 0.13% Reduce -20.9% 1,910 $411K
Madrona Financial Services, LLC 0.09% No change 1,907 $410K
Disciplined Investments, LLC 0.15% Reduce -1.4% 1,907 $410K
BostonPremier Wealth LLC 0.21% No change 1,906 $410K
FourThought Financial Partners, LLC 0.04% No change 1,896 $408K
LMG Wealth Partners, LLC 0.07% Reduce -19.2% 1,893 $407K
Meramec Financial Planners, LLC 0.16% Reduce -2.0% 1,788 $406K
Portland Financial Advisors Inc 0.84% No change 1,885 $405K
Millstone Evans Group, LLC 0.24% No change 1,883 $405K
Washington Trust Bank 0.03% New 1,880 $404K
Investors Asset Management of Georgia Inc. /Ga/ 0.17% Add +0.2% 1,878 $404K
Manchester Capital Management LLC 0.06% Reduce -0.8% 1,870 $402K
Orleans Capital Management Corp. 0.27% Reduce -6.0% 1,864 $401K
Sage Financial Group Inc. 0.03% No change 1,862 $400K
Grey Fox Wealth Advisors, LLC 0.08% Reduce -3.9% 1,855 $399K
Dividend Assets Capital, LLC 0.08% Reduce -10.0% 1,854 $399K
Vines Capital Management, LLC 0.39% Reduce -6.8% 1,848 $397K
Wilsey Asset Management Inc. 0.06% No change 1,846 $397K
White Pine Capital LLC 0.11% No change 1,840 $396K
Colton Groome Financial Advisors, LLC 0.11% No change 1,840 $396K
Curtis Advisory Group, LLC 0.09% Reduce -0.7% 1,840 $396K
Blueline Advisors LLC 0.31% Reduce -33.2% 1,838 $395K
Elite Financial, Inc. 0.18% Add +0.2% 1,839 $395K
Hamilton Capital, LLC 0.02% Add +0.9% 1,827 $393K
Woodard & Co. Asset Management Group Inc. 0.06% No change 1,825 $392K
Ariadne Wealth Management, LP 0.18% No change 1,822 $392K
Veridan Wealth LLC 0.15% Add +2.3% 1,821 $392K
Private Wealth Asset Management, LLC 0.04% Reduce -6.2% 1,819 $391K
Cassady Wealth & Retirement Planning, LLC 0.20% No change 1,707 $390K
Ellsworth Advisors, LLC 0.07% Add +0.4% 1,815 $390K
Whitener Capital Management, Inc. 0.09% Add +2.6% 1,813 $390K
Seelaus Asset Management LLC 0.28% Add +14.3% 1,812 $390K
Lyell Wealth Management, LP 0.03% No change 1,810 $389K
Gould Asset Management LLC 0.07% Add +33.1% 1,808 $389K
Intrua Financial, LLC 0.04% Reduce -33.9% 1,807 $389K
Selective Wealth Management, Inc. 0.12% No change 1,721 $388K
W.G. Shaheen & Associates DBA Whitney & Co 0.03% Add +0.2% 1,804 $388K
Pennsylvania Capital Management Inc. 0.11% Reduce -2.5% 1,804 $388K
Harbor Asset Planning, Inc. 0.32% Add +0.3% 1,793 $386K
Navellier & Associates Inc. 0.04% No change 1,780 $383K
Holland Advisory Services, Inc. 0.51% No change 1,780 $383K
Narus Financial Partners, LLC 0.10% Reduce -3.3% 1,774 $382K
Level Wealth Management LLC 0.18% No change 1,774 $381K
Barnett & Company, Inc. 0.30% No change 1,771 $381K
Smith & Howard Wealth Management, LLC 0.08% Add +24.1% 1,770 $381K
Interchange Capital Partners, LLC 0.12% Reduce -6.7% 1,963 $381K
Astoria Portfolio Advisors LLC. 0.08% Reduce -7.2% 1,681 $380K
Western Reserve Capital Management, LLC 0.31% Reduce -1.0% 1,763 $379K
Peddock Capital Advisors, LLC 0.08% Add +35.0% 1,761 $379K
Carl P. Sherr & Co., LLC 0.18% No change 1,760 $379K
Syntegra Private Wealth Group, LLC 0.04% No change 1,758 $378K
Teamwork Financial Advisors, LLC 0.04% Reduce -2.4% 1,758 $378K
Shulman DeMeo Asset Management LLC 0.08% Reduce -0.2% 1,758 $378K
XY Planning Network, Inc. 0.06% Add +25.9% 1,751 $378K
Waterfront Wealth Inc. 0.07% Reduce -10.6% 1,756 $378K
Shum Financial Group, Inc. 0.27% Add +0.5% 1,753 $377K
Cairn Investment Group, Inc. 0.19% No change 1,752 $377K
Investor's Fiduciary Advisor Network, LLC 0.12% Reduce -0.4% 1,753 $376K
Chokshi & Queen Wealth Advisors, Inc 0.20% New 1,748 $376K
Victrix Investment Advisors 0.14% Add +0.1% 1,748 $376K
Bedell Frazier Investment Counselling, LLC 0.08% Reduce -12.1% 1,747 $376K
Goldstone Financial Group, LLC 0.04% Add +0.1% 1,746 $376K
Trinity Financial Advisors LLC 0.11% Add +0.3% 1,746 $375K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Reduce -2.6% 1,745 $375K
Fairman Group, LLC 0.32% Reduce -1.5% 1,743 $375K
Serenus Wealth Advisors, LLC 0.07% New 1,743 $375K
BDFS Capital LLC 0.18% No change 1,738 $374K
Downshift Financial, LLC 0.19% Add +21.6% 1,654 $373K
Vista Capital Partners, Inc. 0.04% No change 1,734 $373K
Strait & Sound Wealth Management LLC 0.14% No change 1,732 $373K
Kropog Financial Group, LLC 0.30% Reduce -6.5% 1,728 $372K
Eaton-Cambridge Inc. 0.12% Add +2.2% 1,720 $370K
Summit Asset Management, LLC 0.05% No change 1,718 $369K
Spinnaker Trust 0.02% Reduce -7.6% 1,712 $368K
Westfuller Advisors, LLC 0.16% Reduce -8.0% 1,706 $367K
Mattern Capital Management, LLC 0.04% Add +15.7% 1,706 $367K
RCW Management, LLC 0.38% No change 1,703 $366K
LJI Wealth Management, LLC 0.06% Add +0.1% 1,696 $365K
Lakeshore Financial Planning, Inc. 0.13% Add +36.3% 1,695 $365K
Sonoma Allocations LLC 0.13% Reduce -0.9% 1,681 $364K
Stockman Wealth Management, Inc. 0.04% Reduce -2.3% 1,690 $363K
Quantum Financial Advisors, LLC 0.04% Reduce -3.0% 1,685 $362K
CFO4Life Group, LLC 0.05% Add +2.1% 1,675 $360K
Checchi Capital Advisers, LLC 0.02% No change 1,671 $359K
Caitlin John, LLC 0.22% Add +6.8% 1,670 $359K
Wincap Financial LLC 0.24% No change 1,666 $358K
Byrne Financial Freedom, LLC 0.17% Add +0.1% 1,666 $358K
West Branch Capital LLC 0.10% No change 1,664 $358K
RHS Financial, LLC 0.17% No change 1,662 $357K
Regent Peak Wealth Advisors LLC 0.07% Add +0.2% 1,657 $356K
Ironwood Financial, llc 0.06% Add +3.1% 1,656 $356K
Murphy Pohlad Asset Management LLC 0.13% Add +3.4% 1,653 $355K
Index Fund Advisors, Inc. 0.02% Reduce -16.3% 1,648 $354K
Kestra Investment Management, LLC 0.01% New 1,646 $354K
New Republic Capital, LLC 0.12% Add +0.1% 1,642 $353K
Lineweaver Wealth Advisors, LLC 0.05% No change 1,640 $353K
CrossGen Wealth, LLC 0.31% Add +27.9% 1,636 $352K
J.Safra Asset Management Corp 0.02% Add +0.4% 1,634 $351K
Grandview Asset Management LLC 0.10% Reduce -7.4% 1,631 $351K
Richards, Merrill & Peterson, Inc. 0.13% New 1,630 $351K
Y-Intercept (Hong Kong) Ltd 0.01% New 1,626 $350K
GatePass Capital, LLC 0.17% No change 1,625 $349K
Causey Wealth LLC 0.15% New 1,624 $349K
Greenline Partners, LLC 0.04% No change 1,624 $349K
WJ Financial Advisors LLC 0.28% Add +24.6% 1,623 $349K
Flagship Private Wealth, LLC 0.14% Reduce -20.1% 1,622 $349K
Clarion Wealth Managment Partners, LLC 0.32% Reduce -2.8% 1,621 $349K
Asio Capital, LLC 0.05% No change 1,616 $348K
Sensible Money, LLC 0.11% Reduce -3.2% 1,614 $347K
UNIVEST FINANCIAL Corp 0.02% Reduce -13.4% 1,613 $347K
Wealth Science Advisors LLC 0.20% No change 1,578 $347K
Weaver Capital Management LLC 0.08% No change 1,609 $346K
SpringVest Wealth Management LLC 0.24% Add +0.9% 1,608 $346K
ARS Investment Partners, LLC 0.02% Reduce -9.9% 1,604 $345K
Landaas & Co. /Wi 0.08% No change 1,598 $344K
Wealthcare Capital Management LLC 0.03% Add +43.6% 1,596 $343K
Williams & Novak, LLC 0.26% No change 1,584 $342K
Alterna Wealth Management, Inc. 0.26% Reduce -33.3% 1,588 $342K
Lodestone Wealth Management LLC 0.14% Add +0.3% 1,587 $341K
Oakworth Capital, Inc. 0.02% No change 1,587 $341K
Weitzel Financial Services, Inc. 0.13% Add +0.5% 1,579 $341K
My Personal CFO, LLC 0.15% Reduce -1.4% 1,584 $341K
Procyon Advisors, LLC 0.02% Add +1.6% 1,584 $341K
Compass Advisory Group LLC 0.09% Add +13.7% 1,582 $340K
Bouchey Financial Group, Ltd. 0.02% No change 1,519 $339K
Means Investment Co., Inc. 0.03% Reduce -1.6% 1,572 $338K
Wealth Management Associates, Inc. 0.12% No change 1,569 $337K
TruNorth Capital Management, LLC 0.06% No change 1,567 $337K
Fort Point Capital Partners LLC 0.04% No change 1,565 $337K
Legacy Capital Wealth Partners, LLC 0.07% Reduce -24.1% 1,564 $336K
Plancorp, LLC 0.01% No change 1,518 $336K
Legacy Capital Wealth Management, LLC 0.20% Add +2.9% 1,563 $336K
Beaumont Financial Advisors, LLC 0.02% Reduce -37.7% 1,561 $336K
Stillwater Wealth Management Group 0.21% Add +22.3% 1,557 $335K
TritonPoint Partners, LLC 0.12% No change 1,556 $335K
Oxinas Partners, LLC 0.15% Add +32.7% 1,554 $334K
Farmers Trust Co. 0.05% No change 1,550 $333K
Commonwealth Financial Services, LLC 0.05% Add +6.9% 1,550 $333K
Provident Wealth Management, LLC 0.10% Add +0.3% 1,548 $333K
Kings Path Partners LLC 0.11% Add +0.1% 1,548 $333K
Intrepid Financial Planning Group LLC 0.13% No change 1,540 $331K
Evolution Wealth Management Inc. 0.24% No change 1,539 $331K
WP Advisors, LLC 0.09% Add +0.4% 1,536 $330K
Bernardo Wealth Planning LLC 0.06% Add +0.1% 1,531 $329K
Hills Bank & Trust Co 0.02% No change 1,531 $329K
Fourpath Capital Management, LLC 0.05% Add +0.1% 1,529 $329K
Ipswich Investment Management Co., Inc. 0.08% No change 1,521 $327K
Foguth Wealth Management, LLC. 0.04% Add +0.2% 1,390 $326K
BBR Partners, LLC 0.02% Add +1.1% 1,517 $326K
Wayfinding Financial, LLC 0.14% Add +2.6% 1,519 $326K
Accordant Advisory Group Inc 0.20% Add +49.4% 1,513 $325K
Cottage Street Advisors LLC 0.14% Add +0.1% 1,511 $325K
Dopkins Wealth Management, LLC 0.13% New 1,508 $324K
Amarillo National Bank 0.06% Add +38.1% 1,505 $324K
Chapin Davis, Inc. 0.07% Reduce -8.3% 1,505 $323K
T. Rowe Price Associates Inc. 0.00% No change 1,500 $323K
Wrenne Financial Planning LLC 0.13% No change 1,499 $322K
Riversedge Advisors, LLC 0.05% No change 1,498 $322K
Leigh Baldwin & Co., LLC 0.21% Reduce -2.2% 1,497 $322K
Towne Trust Company, N.A 0.10% No change 1,496 $322K
Evelyn Partners Asset Management Ltd 0.08% Add +50.5% 1,490 $320K
Grantvest Financial Group LLC 0.21% Reduce -0.4% 1,487 $320K
Woodside Wealth Management LLC 0.25% No change 1,481 $319K
Wealth Effects LLC 0.11% No change 1,480 $318K
Hendershot Investments Inc. 0.04% No change 1,479 $318K
Lake Hills Wealth Management, LLC 0.18% No change 1,478 $318K
Mustard Seed Financial, LLC 0.19% Add +0.7% 1,474 $317K
Dominguez Wealth Management Solutions, Inc. 0.19% Add +0.1% 1,470 $316K
Bantamac Capital, LLC 0.23% No change 1,470 $316K
Aspire Capital Advisors LLC 0.07% Add +0.3% 1,467 $316K
Main Street Group, LTD 0.10% Reduce -4.3% 1,467 $315K
Suncoast Equity Management 0.04% Add +0.1% 1,466 $315K
Elevated Capital Advisors, LLC 0.08% Add +24.7% 1,465 $315K
McCarter Private Wealth Services LLC 0.14% No change 1,459 $314K
RMR Wealth Builders 0.02% Add +0.2% 1,456 $313K
Sentinel Trust Co. Lba 0.03% No change 1,455 $313K
Cynosure Group, LLC 0.04% Add +0.1% 1,452 $312K
Osbon Capital Management LLC 0.26% Add +1478.3% 1,452 $312K
McHugh Group, LLC 0.19% No change 1,450 $312K
Continuum Wealth Advisors, LLC 0.13% Reduce -7.9% 1,449 $312K
Mirador Capital Partners LP 0.04% Add +4.3% 1,448 $311K
Retirement Income Solutions, Inc. 0.05% No change 1,446 $311K
BetterWealth, LLC 0.06% New 1,445 $311K
SHP Wealth Management 0.02% No change 1,440 $310K
Butensky & Cohen Financial Security, Inc. 0.08% Reduce -1.2% 1,435 $309K
Palladiem, LLC 0.29% No change 1,383 $308K
Financial Connections Group, Inc. 0.11% Add +26.3% 1,434 $308K
LifeWealth Investments, LLC 0.09% No change 1,430 $308K
Bruce G. Allen Investments, LLC 0.20% Add +0.2% 1,427 $307K
American Investment Services, Inc. 0.07% Add +3.0% 1,427 $307K
Highland Capital Management, LLC 0.02% Reduce -47.7% 1,424 $306K
Tounjian Advisory Partners, LLC 0.11% Add +0.4% 1,418 $305K
MV Capital Management, Inc. 0.03% No change 1,416 $305K
Petra Financial Advisors Inc. 0.19% No change 1,415 $304K
Hunter Perkins Capital Management, LLC 0.07% New 1,413 $304K
Traynor Capital Management, Inc. 0.02% New 1,442 $304K
Windsor Capital Management, LLC 0.09% No change 1,410 $303K
Curated Wealth Partners LLC 0.04% Reduce -24.8% 1,410 $303K
Canvas Wealth Advisors, LLC 0.05% Reduce -1.8% 1,399 $301K
Midland Wealth Advisors, LLC 0.02% Reduce -2.1% 1,396 $300K
Fermata Advisors, LLC 0.07% Add +47.9% 1,393 $300K
Beaton Management Co. Inc. 0.13% No change 1,389 $299K
Pioneer Wealth Management Group 0.08% Reduce -11.0% 1,389 $299K
Uptown Financial Advisors LLC 0.24% No change 1,384 $298K
Shakespeare Wealth Management, LLC 0.07% New 1,383 $297K
Archer Investment Management, LLC 0.13% Reduce -21.3% 1,382 $297K
Mission Creek Capital Partners, Inc. 0.06% Add +2.0% 1,377 $296K
JTC Employer Solutions Trustee Ltd 0.02% No change 1,375 $296K
Global Wealth Management Investment Advisory, Inc. 0.05% No change 1,376 $296K
Vista Investment Partners LLC 0.08% Add +5.7% 1,372 $295K
Dash Acquisitions Inc. 0.06% Reduce -2.4% 1,297 $295K
Baron Financial Group, LLC 0.16% No change 1,367 $294K
marrick wealth, LLC 0.25% Reduce -34.7% 1,367 $294K
Journey Strategic Wealth LLC 0.01% Reduce -5.6% 1,366 $294K
Signature Wealth Management Partners, LLC 0.15% No change 1,365 $294K
GGM Financial LLC 0.13% Add +0.2% 1,360 $293K
Measured Wealth Private Client Group, LLC 0.08% No change 1,354 $291K
Darden Wealth Group Inc 0.15% Reduce -1.3% 1,353 $291K
EPG Wealth Management LLC 0.08% Add +0.4% 1,353 $291K
Omega Financial Group, LLC 0.10% Reduce -1.6% 1,349 $290K
Joule Financial, LLC 0.08% Add +2.9% 1,346 $289K
Impact Partnership Wealth, LLC 0.04% Reduce -7.1% 1,345 $289K
Private Client Services, LLC 0.09% Add +0.1% 1,345 $289K
Birch Hill Investment Advisors LLC 0.01% No change 1,344 $289K
Talon Private Wealth, LLC 0.04% — 1,343 $289K
Acorn Financial Advisory Services Inc. 0.04% No change 1,336 $287K
IAM Advisory, LLC 0.06% Add +0.4% 1,334 $287K
First Financial Group Corp 0.23% Add +22.6% 1,330 $286K
Noesis Capital Mangement Corp. 0.04% Add +44.6% 1,330 $286K
Cambria Investment Management, L.P. 0.02% Reduce -5.5% 1,330 $286K
Independent Wealth Advisors LLC 0.28% Add +1.1% 1,328 $286K
Stonebridge Capital Advisors LLC 0.02% Reduce -17.7% 1,324 $285K
Kera Capital Partners, Inc. 0.03% Add +2.2% 1,322 $284K
IMPACTfolio, LLC 0.12% Add +2.2% 1,322 $284K
Wolff Wiese Magana LLC 0.16% No change 1,321 $284K
Cathy Pareto & Associates, Inc. 0.19% Add +0.3% 1,319 $284K
SilverOak Wealth Management LLC 0.04% No change 1,318 $283K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.21% No change 1,317 $283K
United Financial Planning Group LLC 0.17% Reduce -12.7% 1,316 $283K
Reyes Financial Architecture, Inc. 0.23% No change 1,312 $282K
Milestone Asset Management, LLC 0.05% Add +13.8% 1,306 $281K
Next Level Private LLC 0.06% Add +0.7% 1,303 $280K
Financial Synergies Wealth Advisors, Inc. 0.03% No change 1,302 $280K
Corus Family Wealth Advisors 0.23% No change 1,301 $280K
Tritonpoint Wealth, LLC 0.03% New 1,293 $278K
Old Port Advisors 0.06% Add +3.8% 1,289 $277K
Alpha Financial Advisors, LLC 0.08% No change 1,287 $277K
Resources Management Corp. /CT/ 0.04% No change 1,285 $276K
Haven Private, LLC 0.12% No change 1,280 $275K
RMG Wealth Management LLC 0.03% No change 1,205 $275K
Headlands Technologies LLC 0.03% No change 1,272 $274K
Triumph Capital Management 0.06% Add +2.3% 1,268 $273K
Empirical Asset Management, LLC 0.07% Add +0.2% 1,260 $271K
City Holding Co. 0.03% Reduce -5.3% 1,253 $269K
Milestone Investment Advisors LLC 0.07% No change 1,252 $269K
Plum Street Advisors, LLC 0.09% Add +9.9% 1,252 $269K
Left Brain Wealth Management, LLC 0.11% Reduce -49.9% 1,250 $269K
Edgestream Partners, L.P. 0.01% Reduce -55.3% 1,248 $268K
Spectrum Investment Advisors, Inc. 0.13% Reduce -34.5% 1,246 $268K
Archvest Wealth Advisors, Inc. 0.17% No change 1,241 $267K
IMG Wealth Management, Inc. 0.17% Reduce -44.5% 1,240 $267K
Accent Capital Management, LLC 0.13% Reduce -1.7% 1,240 $267K
Wealth Management Strategies, Inc. 0.12% Add +0.4% 1,238 $266K
Briggs Wealth Management, Inc 0.28% No change 1,237 $266K
Firethorn Wealth Partners, LLC 0.10% Add +2.1% 1,233 $265K
Schaper Benz & Wise Investment Counsel Inc. 0.02% Add +0.1% 1,230 $265K
VectorGlobal IAG, Inc. 0.07% — 1,230 $265K
Quadrant Private Wealth Management, LLC 0.04% Add +1.6% 1,229 $264K
Chatterton & Associates Inc. 0.19% New 1,186 $264K
Level Financial Advisors 0.07% Add +11.5% 1,228 $264K
Wealth Advisors of Iowa, LLC 0.08% New 1,226 $264K
Aull & Monroe Investment Management Corp 0.12% Add +3.8% 1,225 $263K
Zullo Investment Group, Inc. 0.10% No change 1,225 $263K
Rather & Kittrell, Inc. 0.04% Add +1.5% 1,224 $263K
Resolute Wealth Strategies, LLC 0.11% Add +0.4% 1,222 $263K
Gryphon Financial Partners LLC 0.03% Reduce -59.2% 1,220 $262K
Breachway Investments LLC 0.25% No change 1,214 $262K
Truepoint, Inc. 0.01% Reduce -0.3% 1,214 $261K
Adirondack Trust Co. 0.09% Reduce -5.2% 1,214 $261K
Quotient Wealth Partners, LLC 0.01% Add +1.9% 1,212 $261K
Valtinson Bruner Financial Planning LLC 0.07% Reduce -12.3% 1,212 $261K
Peregrine Asset Advisers, Inc. 0.07% New 1,211 $260K
Isthmus Partners, LLC 0.03% No change 1,211 $260K
Emergent Wealth Advisors, LLC 0.15% New 1,208 $260K
REAP Financial Group, LLC 0.05% Reduce -18.3% 1,207 $260K
Trust Co. of Toledo NA 0.02% Reduce -0.8% 1,205 $259K
Redwood Wealth Management Group, LLC 0.11% No change 1,204 $259K
V2 Financial group LLC 0.12% Add +9.1% 1,200 $258K
Independence Asset Advisors, LLC 0.09% New 1,200 $258K
Klingenstein Fields & Co. LP 0.01% No change 1,197 $257K
Wealth Enhancement Trust Services, Inc. 0.03% No change 1,195 $257K
Altfest L J & Co. Inc. 0.03% Add +0.3% 1,192 $256K
Francis Financial, Inc. 0.05% No change 1,190 $256K
Riverstone Advisors, LLC 0.13% New 1,188 $256K
Parkway Wealth Management Group, LLC 0.03% New 1,146 $255K
Ascentis Wealth Management, LLC 0.05% Add +0.8% 1,187 $255K
Beacon Harbor Wealth Advisors, Inc. 0.05% No change 1,187 $255K
Balentine LLC 0.01% No change 1,183 $254K
Summit Financial Strategies, Inc. 0.02% New 1,182 $254K
Iowa State Bank 0.05% No change 1,179 $254K
Juncture Wealth Strategies, LLC 0.08% Reduce -0.6% 1,178 $253K
G2 Capital Management, LLC / Oh 0.06% No change 1,176 $253K
Clearwave Capital, LLC 0.17% Add +0.4% 1,174 $252K
Elevation Wealth Management LLC 0.23% Reduce -0.3% 1,166 $251K
Vawter Financial, Ltd. 0.11% No change 1,164 $250K
Delta Financial Advisors LLC 0.07% No change 1,160 $249K
Alesco Advisors, LLC, An ESL Co 0.01% New 1,160 $249K
Sageworth Trust Co 0.01% Reduce -3.7% 1,159 $249K
Nemes Rush Group LLC 0.02% No change 1,156 $249K
Silverleafe Capital Partners, LLC 0.07% Add +0.4% 1,156 $249K
McGinn Penninger Investment Management, Inc. 0.16% Reduce -8.9% 1,154 $248K
AF Advisors, Inc. 0.14% No change 1,150 $247K
Vantage Point Financial LLC 0.09% Add +8.9% 1,148 $247K
Bay Harbor Wealth Management, LLC 0.06% Add +10.6% 1,148 $247K
SMI Advisory Services, LLC 0.04% Reduce -0.3% 1,136 $246K
Marathon Capital Management 0.06% No change 1,144 $246K
Evansbrook LLC 0.16% Add +0.3% 1,143 $246K
NFSG Corp 0.04% Reduce -32.0% 1,143 $246K
Parkwoods Wealth Partners, LLC 0.06% No change 1,143 $246K
Howe & Rusling Inc. 0.02% Reduce -12.4% 1,143 $246K
Precedent Wealth Partners, LLC 0.05% No change 1,142 $246K
Triangle Securities Wealth Management 0.06% Reduce -2.0% 1,141 $245K
Live Oak Private Wealth LLC 0.03% No change 1,140 $245K
Park Edge Advisors, LLC 0.06% Add +0.3% 1,138 $245K
Inspire Advisors, LLC 0.02% Add +13.1% 1,135 $244K
Mraz, Amerine & Associates, Inc. 0.04% Reduce -1.3% 1,131 $243K
Benchmark Financial, LLC 0.22% No change 1,129 $243K
Vorpal, LLC 0.76% Add +9.0% 1,128 $243K
Bucket List Wealth Management, LLC 0.15% Add +12.8% 1,128 $243K
Whelan Financial 0.08% Add +2.2% 1,126 $242K
ETF Store, Inc. 0.23% Add +0.2% 1,122 $241K
First City Capital Management, Inc. 0.13% No change 1,121 $241K
Grand Central Investment Group 0.18% No change 1,118 $240K
Campbell Deegan Wealth Management, LLC 0.19% Add +0.4% 1,117 $240K
Pinnacle Wealth Planning Services, Inc. 0.02% No change 1,117 $240K
Waterloo Capital, L.P. 0.02% Add +0.4% 1,116 $240K
Colonial River Investments, LLC 0.09% Add +1.4% 1,116 $240K
Keebeck Wealth Management 0.03% No change 1,105 $238K
FFT Wealth Management LLC 0.04% No change 1,097 $236K
Walleye Partners, LLC 0.29% Reduce -3.8% 1,095 $235K
Soltis Investment Advisors LLC 0.02% New 1,089 $234K
First American Trust, FSB 0.02% Reduce -20.3% 1,089 $234K
Watchman Group, Inc. 0.06% Reduce -7.9% 1,088 $234K
WealthTrust Axiom LLC 0.06% Add +1.4% 1,086 $234K
Optimus Capital Advisors, LLC 0.14% New 1,082 $233K
Financial Concepts Unlimited, Inc. 0.21% — 1,081 $232K
Balance Wealth Partners LLC 0.07% Add +13.1% 1,080 $232K
Concord Wealth Partners 0.03% Reduce -18.4% 1,074 $231K
Mosley Wealth Management 0.10% Reduce -15.4% 1,068 $230K
Red Door Wealth Management, LLC 0.02% Reduce -4.7% 1,071 $230K
Piedmont Capital Management, LLC 0.15% No change 1,070 $230K
Alexander Labrunerie & Co., Inc. 0.09% No change 1,067 $229K
AA Financial Advisors, LLC 0.03% No change 1,067 $229K
Fortis Capital Management LLC 0.03% No change 1,066 $229K
Chilton Investment Co. Inc. 0.01% New 1,065 $229K
55 North Private Wealth, LLC 0.06% Add +0.1% 1,064 $229K
Napier Financial, LLC 0.05% New 1,063 $229K
Charles Schwab Trust Co 0.01% Reduce -24.2% 1,059 $228K
Aspiring Ventures, LLC 0.08% Reduce -30.8% 1,057 $227K
Mogy Joel R Investment Counsel Inc. 0.01% New 1,056 $227K
Vigil Wealth Management, LLC 0.18% Reduce -3.4% 1,052 $226K
Anchor Capital Advisors LLC 0.01% Add +3.3% 1,052 $226K
Resolute Capital, LLC 0.09% Reduce -5.1% 1,051 $226K
Mars Jewett Financial Group, Inc. 0.07% No change 1,046 $225K
Elm3 Financial Group, LLC 0.19% No change 1,044 $224K
ArchPoint Investors 0.05% No change 1,043 $224K
Silvercrest Asset Management Group LLC 0.00% No change 1,042 $224K
Jim Saulnier & Associates, LLC 0.11% New 1,041 $224K
ELCO Management Co., LLC 0.11% No change 1,040 $224K
Core Wealth Partners LLC 0.10% No change 1,033 $222K
Heritage Investment Group, Inc. 0.03% No change 1,033 $222K
WPWealth LLP 0.03% No change 1,029 $221K
Arjuna Capital 0.06% No change 1,028 $221K
Vestia Personal Wealth Advisors 0.10% Reduce -1.0% 1,027 $221K
Clarendon Private LLC 0.17% New 1,023 $220K
Kingsman Wealth Management, Inc. 0.12% Reduce -8.7% 1,022 $220K
Clearwater Capital Advisors, LLC 0.02% Add +5.2% 1,021 $220K
Fiduciary Wealth Partners, LLC 0.14% No change 1,021 $220K
Rockline Wealth Management, LLC 0.05% No change 1,020 $219K
Concentrum Wealth Management 0.06% New 1,016 $218K
Sound Financial Strategies Group, LLC 0.15% New 1,014 $218K
Cloud Capital Management, LLC 0.10% Add +2.4% 1,014 $218K
Karras Company, Inc. 0.22% No change 1,012 $218K
Retirement Planning Co of New England, Inc. 0.09% Add +0.2% 1,012 $218K
Redwood Financial Network Corp 0.14% No change 1,010 $217K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.07% New 1,010 $217K
Vestment Financial LLC 0.10% No change 954 $217K
Morey & Quinn Wealth Partners, LLC 0.15% New 1,008 $217K
Insigneo Advisory Services, LLC 0.02% Add +1.4% 1,006 $216K
JSF Financial, LLC 0.04% Add +0.2% 1,004 $216K
Avalon Capital Management 0.06% No change 1,002 $215K
Legacy Wealth Partners, LLC 0.05% No change 1,002 $215K
NorthCrest Asset Manangement, LLC 0.01% Reduce -4.8% 996 $215K
First County Bank 0.12% No change 1,000 $215K
Solano Wealth Investment Advisors LLC 0.11% No change 1,000 $215K
First Financial Corp. 0.08% No change 1,000 $215K
Mad River Investors 0.08% Reduce -37.5% 1,000 $215K
LMCG Investments, LLC 0.01% No change 1,000 $215K
WoodTrust Financial Corp 0.03% No change 1,000 $215K
1832 Asset Management L.P. 0.00% No change 999 $215K
Ares Financial Consulting, LLC 0.17% Add +0.3% 995 $215K
Pinnacle Wealth Management Group, Inc. 0.11% No change 998 $215K
Heartwood Wealth Advisors LLC 0.02% New 998 $215K
Cross Staff Investments Inc 0.11% No change 997 $214K
Lee Danner & Bass Inc. 0.01% No change 995 $214K
Bar Harbor Wealth Management 0.01% No change 995 $214K
Hidden Cove Wealth Management, LLC 0.14% No change 994 $214K
Eagle Bluffs Wealth Management LLC 0.08% No change 993 $214K
Capital Management Corp. 0.04% Reduce -10.0% 990 $213K
Northstar Financial Companies, Inc. 0.17% No change 989 $213K
Phoenix Wealth Advisors 0.08% No change 987 $212K
Barden Capital Management, Inc. 0.18% No change 986 $212K
Salomon & Ludwin, LLC 0.02% Reduce -9.5% 981 $212K
Osprey Private Wealth LLC 0.06% Add +0.5% 985 $212K
Guerra Pan Advisors, LLC 0.13% No change 985 $212K
Navigation Group, LLC 0.05% — 985 $212K
Wealthedge Investment Advisors, LLC 0.08% Reduce -44.8% 984 $212K
Valley Brook Capital Group, Inc. 0.14% Add +0.1% 981 $211K
NBT Bank, N.A. 0.01% Reduce -6.5% 977 $210K
Trust Co of the South 0.03% Reduce -20.8% 975 $210K
Brighton Securities Corp. 0.10% No change 972 $209K
Legacy Financial Group, Inc. 0.06% No change 972 $209K
Miramontes Capital, LLC 0.07% Reduce -16.8% 971 $209K
Investment House LLC 0.01% Add +4.8% 971 $209K
Morangie Management LLC 0.19% No change 970 $209K
Bernicke Wealth Management, Ltd. 0.03% No change 968 $208K
Chesapeake Wealth Management 0.06% No change 965 $208K
Altiora Financial Group, LLC 0.03% No change 965 $208K
Evolution Wealth Advisors, LLC 0.02% New 964 $207K
CapWealth Advisors, LLC 0.02% Add +3.2% 963 $207K
Nalls Sherbakoff Group, LLC 0.15% Reduce -5.0% 962 $207K
Financial Consulate, Inc. 0.03% Add +0.4% 961 $207K
Copia Wealth Management 0.14% No change 959 $206K
Fearless Solutions, LLC dba Best Invest 0.12% No change 954 $205K
Intergy Private Wealth, LLC 0.06% Reduce -4.1% 954 $205K
Chesley Taft & Associates LLC 0.01% Reduce -3.5% 953 $205K
Windsor Advisory Group, LLC 0.17% No change 951 $205K
Heritage Wealth Management, Inc./Texas 0.09% No change 950 $204K
SeaBridge Investment Advisors LLC 0.03% No change 949 $204K
Westhampton Capital, LLC 0.10% No change 949 $204K
Advance Capital Management, Inc. 0.01% Reduce -1.8% 942 $203K
URS Advisory LLC 0.15% New 941 $202K
Sun Group Wealth Partners 0.16% No change 936 $201K
Optivise Advisory Services LLC 0.12% Reduce -0.2% 936 $201K
Gilbert Capital Group, Inc. 0.16% No change 934 $201K
Kilter Group LLC 0.09% Reduce -2.3% 931 $200K
Holistic Financial Partners 0.07% No change 931 $200K
Zacks Investment Management 0.00% Reduce -53.2% 931 $200K
Foster Dykema Cabot & Partners, LLC 0.01% Add +14.8% 929 $200K
Godsey & Gibb, Inc. 0.02% Reduce -8.4% 925 $199K
SOA Wealth Advisors, LLC. 0.04% No change 913 $196K
Dynamic Wealth Strategies, LLC 0.11% New 897 $193K
TFC Financial Management, Inc. 0.02% Add +0.5% 896 $193K
Obsidian Cio, LLC 0.17% Add +7.0% 896 $193K
McIlrath & Eck, LLC 0.01% Reduce -0.6% 861 $185K
Pacifica Partners Inc. 0.06% Reduce -27.8% 858 $184K
Ankerstar Wealth, LLC 0.19% Reduce -28.2% 856 $184K
Entrust Financial LLC 0.13% No change 855 $184K
Winch Advisory Services, LLC 0.04% Add +0.3% 855 $184K
Parkside Financial Bank & Trust 0.01% Reduce -32.9% 849 $183K
Team Financial Group, LLC 0.08% Add +320.9% 846 $182K
Tiaa Trust, National Association 0.01% Reduce -96.9% 846 $182K
Main Management LLC 0.01% No change 833 $179K
Richardson Capital Management LLC 0.09% Add +0.2% 826 $178K
Dorato Capital Management 0.13% No change 789 $175K
Bullock Wealth Management Group 0.09% Add +239.7% 805 $174K
Vestor Capital, LLC 0.01% Reduce -40.0% 790 $170K
Sound Income Strategies, LLC 0.01% Add +38.6% 786 $170K
Winthrop Capital Management, LLC 0.04% Add +25.6% 784 $169K
EFG International AG 0.00% Reduce -1.8% 783 $168K
Syntax Research, Inc. 0.11% Add +0.4% 770 $166K
Princeton Global Asset Management LLC 0.03% Add +11.5% 767 $165K
Portfolio Resources Advisor Group, Inc. 0.16% No change 728 $157K
Cornerstone Planning Group LLC 0.02% Reduce -1.8% 665 $152K
MTM Investment Management, LLC 0.05% No change 707 $152K
Stelac Advisory Services LLC 0.03% No change 707 $152K
GeoWealth Management, LLC 0.01% Add +2.8% 704 $151K
Gill Capital Partners, LLC 0.04% New 698 $150K
Brown, Lisle/Cummings, Inc. 0.04% No change 695 $149K
Moisand Fitzgerald Tamayo, LLC 0.02% No change 688 $148K
Maseco LLP 0.00% Add +126.8% 676 $145K
Global Trust Asset Management, LLC 0.06% No change 676 $145K
Mb, Levis & Associates, LLC 0.06% No change 659 $142K
Twin Peaks Wealth Advisors, LLC 0.04% New 657 $141K
Signature Equity Partners, LLC 0.08% Reduce -3.2% 656 $141K
Basecamp Wealth Advisors LLC 0.03% Reduce -13.1% 655 $141K
Newton One Investments LLC 0.04% Add +0.3% 637 $137K
Align Financial, LLC 0.08% Reduce -99.5% 630 $135K
Manning & Napier Advisors LLC 0.00% No change 630 $135K
MBM Wealth Consultants, LLC 0.03% New 624 $134K
GoalVest Advisory LLC 0.03% No change 598 $129K
SJS Investment Consulting Inc. 0.02% No change 586 $126K
Bellevue Asset Management, LLC 0.06% Reduce -7.8% 583 $125K
Toronto Dominion Bank 0.00% No change 571 $123K
Community Financial Services Group, LLC 0.02% New 546 $118K
WHI TRUST Co LLC 0.09% No change 547 $118K
TIAA Wealth Investment Management LLC 0.00% — 527 $111K
Truvestments Capital LLC 0.02% No change 515 $111K
Steigerwald, Gordon & Koch Inc. 0.01% Reduce -4.7% 507 $109K
Fourth Dimension Wealth, LLC 0.04% No change 506 $109K
United Community Bank 0.04% Add +147.8% 503 $108K
Purpose Unlimited Inc. 0.00% New 493 $106K
Clayton Financial Group LLC 0.05% No change 490 $105K
Coastline Trust Co 0.01% No change 489 $105K
Imprint Wealth LLC 0.48% No change 487 $105K
Wellington-Altus USA Inc. 0.06% Reduce -50.2% 441 $104K
Park Place Capital Corp 0.02% New 485 $104K
LM Advisors LLC 0.56% Reduce -1.8% 21,743 $101K
Godfrey Financial Associates, Inc. 0.08% No change 447 $96K
Toth Financial Advisory Corp. 0.01% No change 440 $95K
Aventura Private Wealth, LLC 0.03% No change 426 $92K
Lummis Asset Management, LP 0.05% No change 400 $91K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 418 $90K
Merkkuri Wealth Advisors LLC 0.06% New 411 $88K
Centennial Bank 0.03% No change 400 $86K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -6.8% 400 $86K
Tradewinds Capital Management, LLC 0.02% New 396 $85K
WealthCollab, LLC 0.03% No change 390 $84K
Stance Capital LLC 0.04% New 383 $82K
Bullseye Investment Management, LLC 0.04% No change 380 $82K
St. Johns Investment Management Company, LLC 0.03% Reduce -24.8% 380 $82K
Morton Brown Family Wealth, LLC 0.02% Reduce -1.6% 377 $81K
JDM Financial Group LLC 0.03% No change 369 $79K
Pin Oak Investment Advisors Inc. 0.06% No change 369 $79K
Colonial Trust Advisors 0.01% No change 363 $78K
Opal Wealth Advisors, LLC 0.02% New 361 $78K
Founders Capital Management 0.04% No change 350 $75K
MPWM Advisory Solutions, LLC 0.04% New 347 $75K
Atwood & Palmer Inc. 0.00% No change 336 $72K
Clearstead Trust, LLC 0.01% Reduce -53.0% 333 $72K
Aviso Financial Inc. 0.00% Reduce -53.7% 327 $70K
Tidemark, LLC 0.02% Add +128.0% 326 $70K
Cypress Capital Management LLC (WY) 0.07% No change 318 $68K
NorthAvenue LLC 0.05% No change 316 $68K
WPG Advisers, LLC 0.05% Add +0.3% 315 $68K
Eukles Asset Management 0.03% No change 314 $68K
Basepoint Wealth LLC 0.04% Add +0.7% 310 $67K
Creative Capital Management Investments LLC 0.02% No change 307 $66K
Synergy Investment Management, LLC 0.02% New 306 $66K
Wells Financial Advisors INC 0.29% Reduce -87.8% 298 $64K
Key Capital Management, INC 0.04% Reduce -16.3% 288 $62K
TOWER TRUST & INVESTMENT Co 0.04% No change 288 $62K
Sittner & Nelson, LLC 0.02% No change 284 $61K
Cornerstone National Bank & Trust Co 0.02% No change 280 $60K
Davis Capital Management 0.04% Reduce -8.6% 278 $60K
First Pacific Financial 0.01% Reduce -66.7% 274 $59K
Horrell Capital Management, Inc. 0.03% No change 274 $59K
Atlantic Private Wealth, LLC 0.04% Add +0.4% 271 $58K
DiNuzzo Private Wealth, Inc. 0.01% Add +171.0% 271 $58K
Comprehensive Financial Planning, Inc. 0.04% Add +43.6% 257 $55K
Anfield Capital Management, LLC 0.02% No change 257 $55K
Legacies Wealth LLC 0.03% No change 250 $54K
Avalon Trust Co 0.00% No change 250 $54K
Solstein Capital, LLC 0.02% No change 246 $53K
Valley Wealth Managers, Inc. 0.00% No change 245 $53K
Dogwood Wealth Management LLC 0.02% No change 243 $52K
Ulland Investment Advisors, LLC 0.04% No change 240 $52K
Cache Advisors, LLC 0.01% New 240 $52K
Intentional Wealth Strategies, LLC 0.05% — 228 $49K
Seneschal Advisors, LLC 0.04% No change 227 $49K
Southern Michigan Bank & Trust 0.02% — 225 $48K
Bollard Group LLC 0.00% New 222 $48K
Core Alternative Capital 0.01% No change 223 $48K
Horizons Wealth Management 0.03% No change 222 $48K
Trask Adam Roland 0.04% — 215 $46K
YANKCOM Partnership 0.02% No change 214 $46K
Beaird Harris Wealth Management, LLC 0.00% Reduce -27.4% 209 $45K
HighMark Wealth Management LLC 0.02% Reduce -1.4% 208 $45K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 208 $45K
CBIZ Investment Advisory Services, LLC 0.00% No change 208 $45K
Olistico Wealth, LLC 0.02% Reduce -33.7% 205 $44K
Evermay Wealth Management LLC 0.00% No change 203 $44K
Proffitt & Goodson Inc. 0.01% No change 196 $42K
New England Capital Financial Advisors LLC 0.01% No change 192 $41K
Tripletail Wealth Management, LLC 0.06% New 191 $41K
Washington Trust Advisors, Inc. 0.00% No change 188 $40K
Quest 10 Wealth Builders, Inc. 0.04% No change 186 $40K
Fortitude Family Office, LLC 0.01% No change 186 $40K
MidFirst Bank 0.00% No change 185 $40K
Basso Capital Management, L.P. 0.02% New 176 $38K
Longview Financial Advisors LLC 0.02% No change 175 $38K
Ballast Advisors LLC 0.01% New 175 $38K
Thompson Investment Management, Inc. 0.00% No change 175 $38K
Clear Investment Research, LLC 0.06% New 174 $37K
Valued Wealth Advisors LLC 0.01% No change 168 $36K
Retiremitten Financial LLC 0.02% — 167 $36K
Twin Lakes Capital Management, LLC 0.02% Add +0.6% 167 $36K
Robinswood Financial LLC 0.01% Reduce -87.8% 164 $35K
Wilkerson Advisory Group LLC 0.01% Add +198.2% 164 $35K
Murphy & Mullick Capital Management Corp 0.03% No change 163 $35K
Private Wealth Management Group, LLC 0.01% No change 154 $33K
Country Trust Bank 0.00% Add +831.3% 149 $32K
Piscataqua Savings Bank 0.02% No change 148 $32K
Innovative Asset Advisors Group, LLC 0.02% — 145 $31K
Investment Research & Advisory Group, Inc. 0.01% No change 141 $30K
Hurley Capital, LLC 0.02% No change 139 $30K
Y.D. More Investments Ltd 0.00% No change 136 $29K
Curio Wealth, LLC 0.01% No change 132 $28K
Glass Jacobson Investment Advisors llc 0.01% No change 132 $28K
Scarborough Advisors, LLC 0.00% New 131 $28K
Protective Life Corp. 0.09% New 129 $28K
Clarity Asset Management, Inc. 0.01% Reduce -72.8% 125 $27K
Allianz SE 0.00% No change 124 $27K
GW&K Investment Management, LLC 0.00% Reduce -49.0% 121 $26K
Bank of New Hampshire 0.01% No change 113 $24K
Hilton Head Capital Partners, LLC 0.01% New 108 $23K
Tompkins Financial Corp. 0.00% No change 107 $23K
Midwest Capital Advisors, LLC 0.01% No change 100 $22K
1620 Investment Advisors, Inc. 0.01% No change 100 $22K
True Wealth Design, LLC 0.01% Reduce -56.0% 100 $22K
Cheviot Value Management, LLC 0.00% No change 100 $22K
Highline Wealth Partners LLC 0.01% Reduce -17.1% 97 $21K
Barnes Dennig Private Wealth Management LLC 0.02% No change 92 $20K
Activest Wealth Management 0.00% Reduce -76.3% 91 $20K
1 North Wealth Services LLC 0.01% New 90 $19K
Chelsea Counsel Co. 0.01% No change 88 $19K
Networth Advisors, LLC 0.01% Add +383.3% 87 $19K
Kozak & Associates, Inc. 0.00% Add +1.2% 83 $18K
Signature Resources Capital Management, LLC 0.01% No change 81 $17K
Steph & Co. 0.00% New 79 $17K
Horizon Financial Services, LLC 0.01% No change 78 $17K
Wall Street Financial Group, Inc. 0.01% New 77 $17K
Quent Capital, LLC 0.00% Reduce -35.8% 70 $15K
JPL Wealth Management, LLC 0.00% New 68 $15K
Cedar Mountain Advisors, LLC 0.00% No change 67 $14K
Navigoe, LLC 0.01% Reduce -32.4% 69 $14K
Bangor Savings Bank 0.00% No change 64 $14K
Rakuten Securities, Inc. 0.01% Add +10.9% 61 $13K
PayPay Securities Corp 0.45% Reduce -19.4% 58 $13K
Sunrise Financial Services, LLC 0.01% No change 59 $13K
North Ridge Wealth Advisors, Inc. 0.01% No change 57 $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% Add +1.9% 53 $11K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 51 $11K
Strategic Wealth Advisors LLC 0.01% No change 43 $9K
Portus Wealth Advisors, LLC 0.01% New 40 $9K
BankPlus Trust Department 0.00% No change 40 $9K
Proathlete Wealth Management LLC 0.00% Reduce -91.1% 31 $7K
PlanVest Financial, Inc 0.00% — 30 $6K
Bank & Trust Co 0.00% No change 30 $6K
DT Investment Partners, LLC 0.00% No change 29 $6K
Daytona Street Capital LLC 0.00% No change 28 $6K
Nova Wealth Management, Inc. 0.00% Reduce -17.6% 28 $6K
Sfam, LLC 0.00% No change 23 $5K
Prudent Man Investment Management, Inc. 0.00% No change 22 $5K
Go Invest LLC 0.00% No change 15 $3K
Bernard Wealth Management Corp. 0.00% No change 13 $3K
McGuire Capital Advisors Inc. 0.00% No change 10 $2K
Covestor Ltd 0.00% Add +33.3% 8 $2K
Centerpoint Advisors, LLC 0.00% New 7 $2K
Legacy Wealth Managment, LLC 0.00% Add +600.0% 7 $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
Blume Capital Management, Inc. 0.00% No change 2 $431
Nvest Wealth Strategies, Inc. 0.00% New 1 $216

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