Vanguard Dividend Apprec ETFVIGETF

13F holders, Q2 2026 (June 30)
2,602holders +66
134new positions
66sold out
7famous investors
$235.25avg. 13F price*

At the end of Q2 2026, 2,602 institutions reported holding Vanguard Dividend Apprec ETF (VIG) in their 13F filings, up 66 from Q1 2026. 134 opened new positions and 66 sold out. The largest holders were Bank of America Corp. ($5.1B), Morgan Stanley ($3.1B) and Vanguard Global Advisers, LLC ($2.5B). 7 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions134$142.8M
Exits66$44.6M

All 13F filers, Q1 2026 → Q2 2026: 8,711,228 shares bought and 4,558,396 shares sold, net +4,152,832 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,602 holders

Bank of America Corp. 0.33% Reduce -1.5% 21,358,826 $5.1B
Morgan Stanley 0.17% Add +1.5% 13,212,733 $3.1B
Vanguard Global Advisers, LLC 1.18% Add +0.4% 10,667,534 $2.5B
Wells Fargo & Company 0.41% Reduce -6.8% 10,056,282 $2.4B
Wealthfront Advisers LLC 4.31% Add +5.3% 9,471,819 $2.2B
LPL Financial LLC 0.38% Add +1.9% 7,131,746 $1.7B
Raymond James Financial Inc. 0.41% Add +11.2% 6,364,215 $1.5B
UBS Group AG 0.24% Reduce -1.4% 6,245,312 $1.5B
HB Wealth Management, LLC 7.70% Add +1.6% 5,857,815 $1.4B
Royal Bank of Canada 0.17% Add +0.9% 4,179,545 $989.0M
JPMorgan Chase & Co. 0.04% Reduce -0.0% 3,194,824 $753.8M
Envestnet Asset Management Inc. 0.14% Add +3.2% 2,577,266 $609.8M
HighTower Advisors, LLC 0.54% Add +0.2% 2,356,586 $557.6M
Prudential Financial Inc. 0.60% Reduce -7.0% 2,313,712 $547.5M
Commonwealth Equity Services, LLC 0.69% Reduce -3.0% 2,302,544 $544.8M
Ameriprise Financial Inc. 0.11% Reduce -6.0% 2,300,589 $544.4M
Jones Financial Companies LLLP 0.22% Add +12.8% 2,318,930 $544.0M
Signaturefd, LLC 7.22% Add +3.6% 2,283,297 $540.3M
Osaic Holdings, Inc. 0.62% Add +14.5% 2,237,985 $529.8M
Modera Wealth Management, LLC 4.19% Add +2.9% 1,659,600 $392.7M
Northwestern Mutual Wealth Management Co. 0.19% Reduce -4.3% 1,519,922 $359.6M
Corient Private Wealth LP 0.48% Reduce -4.7% 1,471,305 $348.1M
Joel Isaacson & Co., LLC 9.39% Add +1.7% 1,371,589 $324.5M
Waverly Advisors, LLC 1.88% Add +9.3% 1,371,321 $324.5M
Wealth Enhancement Advisory Services, LLC 0.54% Add +17.4% 1,346,092 $319.9M
Cetera Investment Advisers 0.28% Add +9.5% 1,285,097 $304.1M
Mariner, LLC 0.31% Reduce -8.9% 1,241,734 $293.8M
MAI Capital Management 1.12% Add +26.9% 1,238,223 $293.0M
Captrust Financial Advisors 0.45% Add +0.5% 1,237,628 $292.8M
Howard Capital Management, LLC 3.39% Reduce 0.0% 1,201,957 $284.4M
Creative Planning 0.17% Reduce -0.7% 1,196,126 $283.0M
Stifel Financial Corp. 0.21% Add +1.1% 1,046,300 $247.6M
DAVENPORT & Co LLC 1.20% Add +16.3% 992,810 $234.9M
Confluence Wealth Services, Inc. 6.70% Add +21.2% 989,945 $234.2M
Cerity Partners LLC 0.28% Add +5.9% 988,361 $233.9M
Brown Advisory Inc. 0.36% Reduce -0.3% 983,479 $232.7M
Aspiriant, LLC 5.58% Reduce -0.0% 955,047 $226.0M
Bank of New York Mellon Corp 0.04% Reduce -1.8% 948,167 $224.4M
Cambridge Investment Research Advisors, Inc. 0.46% Add +2.1% 872,972 $206.6M
Rockefeller Capital Management L.P. 0.31% Add +2.0% 840,863 $199.0M
Manufacturers Life Insurance Company, The 0.15% Add +90.5% 1,506,493 $192.7M
Truist Financial Corp. 0.23% Reduce -2.7% 809,037 $191.4M
Cresset Asset Management, LLC 0.67% Add +1.9% 780,274 $184.6M
Robertson Stephens Wealth Management, LLC 4.48% Add +7.1% 768,127 $181.8M
Nicholas Hoffman & Company, LLC. 3.75% Add +0.1% 751,455 $177.8M
Diversified Enterprises, LLC 8.24% Add +4.2% 719,567 $170.3M
Blair William & Co. 0.44% Add +4.5% 718,567 $170.0M
Goldman Sachs Group Inc. 0.02% Add +0.8% 703,627 $166.5M
Kestra Advisory Services, LLC 0.54% Add +20.1% 701,711 $166.0M
Focus Partners Wealth 0.17% Add +1.8% 700,902 $165.8M
Bank of Montreal 0.06% Reduce -0.7% 682,120 $161.4M
Baird Financial Group, Inc. 0.21% Add +2.1% 636,627 $150.6M
&partners 0.59% Add +6.4% 607,172 $143.6M
Private Advisor Group, LLC 0.65% Add +0.6% 597,388 $141.4M
Mercer Global Advisors Inc. 0.17% Add +1.1% 591,708 $140.0M
MML Investors Services, LLC 0.28% Add +17.9% 581,667 $137.6M
Janney Montgomery Scott LLC 0.27% Reduce -1.0% 580,039 $137.2M
Fifth Third Bancorp 0.22% Reduce -3.0% 566,771 $134.1M
Trust Point Inc. 11.18% Reduce -1.5% 556,557 $131.7M
Glenmede Trust Co. NA 0.57% Reduce -3.2% 546,238 $129.3M
FMR LLC 0.01% Add +5.5% 527,214 $124.7M
Sanctuary Advisors, LLC 0.55% Add +2.6% 502,877 $119.0M
Beacon Pointe Advisors, LLC 0.55% Add +32.4% 501,401 $118.6M
Steward Partners Investment Advisory, LLC 0.60% Add +0.7% 496,181 $117.4M
TD Private Client Wealth LLC 1.94% Reduce -4.7% 445,642 $105.4M
360 Financial, Inc. 25.43% Add +6.7% 423,147 $100.1M
PNC Financial Services Group, Inc. 0.05% Add +3.8% 423,010 $100.1M
Haverford Trust Co 0.81% Reduce -1.5% 396,730 $93.9M
Park Avenue Securities LLC 0.56% Add +9.3% 378,079 $89.5M
Franklin Resources Inc. 0.02% Add +3.3% 371,880 $88.0M
Sequoia Financial Advisors, LLC 0.44% Add +2.8% 371,405 $87.9M
Ieq Capital, LLC 0.40% Reduce -1.6% 368,338 $87.2M
Brookstone Capital Management 0.86% Add +6.6% 362,292 $85.7M
Systematic Alpha Investments, LLC 2.24% No change 353,000 $83.5M
Rwa Wealth Partners, LLC 0.77% Add +8.1% 339,068 $80.2M
Hubbell Strickland Wealth Management, LLC 28.94% Reduce -1.1% 338,905 $80.2M
Baltimore-Washington Financial Advisors, Inc. 2.99% Add +3.2% 336,751 $79.7M
NewEdge Advisors, LLC 0.23% Add +3.5% 330,832 $78.3M
Performance Wealth Partners, LLC 1.90% Add +1.8% 323,157 $76.5M
US Bancorp \de 0.08% Add +0.3% 321,033 $76.0M
Wellington Management Group LLP 0.01% Reduce -6.2% 303,630 $71.8M
Equitable Holdings, Inc. 0.43% Reduce -3.8% 301,234 $71.3M
Vise Technologies, Inc. 0.81% Add +77.4% 300,872 $71.2M
Paragon Capital Management Ltd 13.29% Reduce -2.3% 295,185 $69.8M
PDS Planning, Inc 4.02% Add +3.6% 293,378 $69.4M
Advisor OS, LLC 4.46% Add +2.1% 282,286 $66.8M
Berkshire Money Management, Inc. 6.03% Reduce -0.3% 278,890 $66.0M
True Link Financial Advisors, LLC 3.79% Add +1.4% 277,358 $65.6M
MJP Associates Inc. 7.08% Add +1.9% 273,439 $64.7M
Evensky & Katz LLC 3.20% Add +0.2% 261,759 $61.9M
AQR Capital Management 0.02% Add +18.6% 257,239 $60.9M
Wealth Architects, LLC 4.80% Add +2.3% 256,927 $60.8M
Provenance Wealth Advisors, LLC 5.73% Reduce -0.5% 254,170 $60.1M
Stokes Family Office, LLC 6.86% Reduce -29.8% 248,453 $58.8M
Quantinno Capital Management LP 0.07% Add +32.6% 248,110 $58.7M
D.A. Davidson & Co. 0.32% Reduce -0.5% 243,915 $57.7M
GLOBALT Investments LLC / GA 1.91% Reduce -1.7% 239,042 $56.6M
Noble Family Wealth, LLC 9.99% Add +5.1% 235,981 $55.8M
Concurrent Investment Advisors, LLC 0.48% Add +23.4% 235,116 $55.6M
Founders Financial Securities LLC 2.82% Add +2.5% 232,260 $55.0M
Intellus Advisors LLC 6.53% Add +1.9% 227,409 $53.8M
Principle Wealth Partners LLC 2.65% Reduce -0.5% 226,788 $53.7M
Horizon Investments, LLC 0.58% Reduce -48.7% 225,476 $53.4M
Eclectic Associates Inc. 6.06% Add +5.0% 224,918 $53.2M
New England Private Wealth Advisors LLC 5.07% Reduce -0.5% 219,810 $52.5M
Northern Trust Corp. 0.01% Reduce -4.5% 219,803 $52.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -4.0% 218,582 $51.7M
Farther Finance Advisors, LLC 0.39% Add +6.5% 212,151 $50.2M
Pathstone Holdings, LLC 0.15% Add +7.0% 210,679 $49.9M
Aurdan Capital Management, LLC 12.60% Add +5.3% 209,921 $49.7M
Capital Advisors Wealth Management, LLC 5.79% Add +4.0% 208,342 $49.3M
Beacon Investment Advisory Services, Inc. 1.82% Reduce -0.2% 206,869 $48.9M
Prodigy Asset Management LLC 14.35% Add +12.6% 201,427 $47.7M
Howard Financial Services, LTD. 4.74% Reduce -0.0% 200,595 $47.5M
E&G Advisors, LLC 9.14% Reduce -0.2% 200,335 $47.3M
Citigroup Inc. 0.02% Reduce -0.8% 199,777 $47.3M
Mesirow Financial Investment Management, Inc. 0.73% Add +0.3% 197,505 $46.7M
Old Mission Investment Co LLC 9.70% Add +1.1% 196,676 $46.5M
Prime Capital Investment Advisors, LLC 0.45% Add +0.7% 196,082 $46.4M
West Paces Advisors Inc. 7.67% Add +4.3% 193,155 $45.7M
AMG National Trust Bank 0.93% Add +11.6% 190,717 $45.1M
Connecticut Wealth Management, LLC 1.65% Reduce -0.6% 188,515 $44.6M
TD Capital Management LLC 3.61% Reduce -0.2% 186,771 $44.2M
Ballentine Partners, LLC 0.53% Reduce -0.2% 184,845 $43.7M
Harbour Investments, Inc. 0.59% Add +0.8% 184,786 $43.7M
Baron Silver Stevens Financial Advisors, LLC 5.51% Add +1.8% 183,565 $43.4M
Crews Bank & Trust 5.61% Add +3.7% 181,557 $43.0M
FIDELIS iM, LLC 14.48% Add +0.7% 179,381 $42.4M
Florida Trust Wealth Management Co 1.05% Add +0.4% 177,904 $42.1M
Laurel Wealth Advisors LLC 4.06% Add +0.7% 177,445 $42.0M
Enclave Advisors LLC 5.40% Reduce -29.1% 175,144 $41.4M
Kohmann Bosshard Financial Services, LLC 3.48% Add +2.1% 173,525 $41.1M
Betterment LLC 0.07% Add +8.7% 172,908 $40.9M
Diversified Trust Co. 0.65% Add +1.8% 171,297 $40.5M
American Financial Advisors, LLC 4.83% Reduce -2.0% 169,693 $40.2M
National Bank of Canada 0.03% Add +16.4% 165,623 $39.2M
Investment Advisory Services Inc. /TX 11.20% Add +1.9% 164,367 $38.9M
Sapient Capital LLC 0.49% Add +1.2% 158,832 $37.6M
EP Wealth Advisors, LLC 0.14% Add +0.9% 157,956 $37.4M
Human Investing LLC 4.81% Reduce -2.6% 156,676 $37.1M
Allworth Financial LP 0.16% Reduce -1.5% 156,565 $37.0M
Cornerstone Advisory, LLC 3.04% Add +0.1% 154,736 $36.6M
Avantax Planning Partners, Inc. 0.90% Reduce -12.1% 153,420 $36.3M
Valmark Advisers, Inc. 0.38% Reduce -1.2% 151,846 $35.9M
Rational Advisors, Inc. 3.46% Reduce -14.0% 151,497 $35.8M
First Manhattan Co. Llc. 0.09% Add +2.9% 151,279 $35.8M
Clearstead Advisors, LLC 0.34% Reduce -1.2% 150,593 $35.6M
Seneca Financial Advisors LLC 9.23% Reduce -0.0% 150,196 $35.5M
Cambridge Associates LLC /Ma/ 0.50% Reduce -29.6% 146,581 $34.7M
DMKC Advisory Services, LLC 6.51% Add +545.7% 145,753 $34.5M
Mission Wealth Management, LP 0.43% Add +114.0% 145,305 $34.4M
Studio Investment Management LLC 5.70% Reduce -0.8% 142,547 $33.7M
Firestone Capital Management 6.24% Add +0.2% 141,568 $33.5M
M&T Bank Corp 0.10% Add +0.6% 140,137 $33.2M
Capital Advisors, Ltd. LLC 3.34% Reduce -1.3% 140,046 $33.1M
Advisory Alpha, LLC 0.81% Reduce -4.0% 139,306 $33.0M
KilterHowling LLC 14.77% Add +1.4% 139,303 $33.0M
Pinnacle Financial Partners, Inc. 0.22% Reduce -5.5% 138,486 $32.8M
Crane Advisory, LLC 4.68% Reduce -1.1% 136,218 $32.6M
MTM Financial Group, LLC 13.74% Add +0.5% 135,491 $32.1M
ProVise Management Group, LLC 2.15% Reduce -0.1% 135,272 $32.0M
Cascades Capital Asset Management, LLC 11.81% Add +4.5% 133,957 $31.7M
Arlington Trust Co LLC 2.66% Add +0.5% 132,966 $31.5M
Buska Wealth Management, LLC 11.26% Reduce -7.2% 131,990 $31.2M
Cary Street Partners Financial LLC 0.68% Reduce -1.3% 130,539 $30.9M
Vestmark Advisory Solutions, Inc. 0.29% Add +13.9% 130,531 $30.9M
Kintra Wealth, LLC 1.61% Add +8.6% 124,804 $30.8M
Allen Investment Management, LLC 0.36% Add +11.8% 129,983 $30.8M
Resonant Capital Advisors, LLC 1.46% Reduce -3.3% 129,495 $30.6M
Carr Financial Group Corp 6.96% Add +12.2% 127,747 $30.2M
Americana Partners, LLC 0.68% Add +10.0% 127,651 $30.2M
BlackRock, Inc. 0.00% Add +5.5% 125,816 $29.8M
McCarthy Asset Management, Inc. 13.95% — 124,375 $29.4M
Agf Management Ltd. 0.11% Reduce -3.9% 123,700 $29.3M
EverSource Wealth Advisors, LLC 0.99% Reduce -2.4% 123,689 $29.3M
Stratos Wealth Partners, LTD. 0.30% Add +2.4% 123,117 $29.1M
Compton Wealth Advisory Group, LLC 5.88% Reduce -0.4% 123,176 $29.1M
Qube Research & Technologies Ltd 0.03% Add +2218.7% 123,074 $29.1M
Ball & Co Wealth Management Inc. 20.52% Reduce -1.4% 122,288 $28.9M
Granite FO LLC 15.18% Add +0.0% 121,335 $28.7M
Select Asset Management & Trust 8.24% Reduce -3.0% 120,904 $28.6M
Scotia Capital Inc. 0.11% Reduce -1.9% 120,723 $28.6M
Savant Capital, LLC 0.08% Add +122.0% 124,162 $28.4M
Prepared Retirement Institute LLC 12.05% Add +3.9% 119,642 $28.3M
Mutual Advisors, LLC 0.53% Add +1.7% 119,559 $28.3M
Wingate Wealth Advisors, Inc. 12.32% Add +17.1% 118,186 $28.0M
Lodestar Private Asset Management LLC 2.41% Reduce -1.1% 117,924 $27.9M
Capital Advantage, Inc. 3.39% Add +0.2% 117,497 $27.8M
Ariston Services Group 15.30% Add +0.0% 117,216 $27.7M
Kingsview Wealth Management, LLC 0.33% Add +1.9% 116,580 $27.6M
GEN Financial Management, INC. 16.51% Add +1.8% 115,778 $27.4M
Natixis Advisors, LLC 0.03% Add +18.7% 115,533 $27.3M
PFG Advisors 1.38% Reduce -2.4% 115,490 $27.3M
Compass Financial Group, INC 3.13% Reduce -1.6% 115,105 $27.2M
Graves Light Lenhart Wealth, Inc. 2.53% Reduce -0.2% 114,747 $27.2M
Goepper Burkhardt LLC 8.14% Reduce -1.1% 114,546 $27.1M
Montag A & Associates Inc. 1.14% Reduce -0.9% 113,648 $26.9M
Northeast Investment Management 0.99% Reduce -4.7% 113,018 $26.7M
Focus Financial Network, Inc. 0.83% Add +3.4% 112,982 $26.7M
Coston, McIsaac & Partners 5.29% Add +6.6% 111,164 $26.3M
Snowden Capital Advisors LLC 0.62% Add +8.0% 110,601 $26.2M
SouthState Bank Corp 1.09% Reduce -1.0% 110,414 $26.1M
Coldstream Capital Management Inc. 0.33% Reduce -4.2% 109,958 $26.0M
IFP Advisors, Inc 0.47% Add +5.0% 109,943 $26.0M
Western Wealth Management, LLC 0.85% Add +1.6% 109,776 $26.0M
Markowski Investments 5.60% — 107,534 $25.4M
Arax Advisory Partners 0.17% Add +91.0% 106,915 $25.3M
Burns J W & Co. Inc. 2.64% Add +1.4% 106,884 $25.3M
SimpliFi, Inc. 9.99% Add +0.9% 106,855 $25.3M
Global Wealth Strategies & Associates 4.78% Add +10.8% 106,556 $25.2M
Clarity Wealth Advisors, LLC 4.41% Add +1.5% 105,705 $25.0M
Stephens Inc. 0.28% Reduce -4.9% 105,682 $25.0M
IFG Advisory, LLC 0.87% New 104,996 $24.8M
Wealthspire Advisors, LLC 0.14% Add +73.5% 104,486 $24.7M
Family CFO Inc 9.49% Reduce -0.1% 104,202 $24.7M
Wharton Business Group, LLC 0.82% Reduce -8.6% 104,183 $24.7M
JT Stratford LLC 2.67% Add +2.5% 102,873 $24.3M
Flywheel Private Wealth LLC 11.99% Add +2.1% 102,806 $24.3M
NewEdge Wealth, LLC 0.24% Reduce -3.5% 101,715 $24.1M
Romano Brothers and Company 2.40% Add +0.5% 101,024 $23.9M
Juno Financial Group LLC 8.45% Add +3.7% 100,746 $23.8M
SBI Securities Co., Ltd. 0.54% Reduce -0.6% 100,660 $23.8M
J.W. Cole Advisors, Inc. 0.41% New 99,741 $23.6M
Lido Advisors, LLC 0.08% Add +0.1% 99,618 $23.6M
Roof Eidam Maycock Peralta, LLC 4.60% Reduce -1.0% 98,637 $23.3M
Tradition Wealth Management, LLC 1.42% Add +1.5% 98,217 $23.2M
Fusion Capital, LLC 5.39% Reduce -2.4% 97,999 $23.2M
Gladstone Institutional Advisory LLC 0.73% Add +4.0% 97,990 $23.2M
Ameritas Advisory Services, LLC 0.47% Add +90.6% 97,877 $23.2M
Jackson, Grant Investment Advisers, Inc. 7.17% Reduce -2.3% 97,629 $23.1M
Wealthcare Advisory Partners LLC 0.44% Reduce -3.6% 97,336 $23.0M
Kingswood Wealth Advisors, LLC 0.93% Add +1.9% 97,311 $23.0M
Associated Banc-Corp 0.55% Reduce -0.3% 97,120 $23.0M
SCS Capital Management LLC 0.22% Reduce -2.6% 96,591 $22.9M
Amara Financial, Llc. 13.67% Add +1.5% 96,523 $22.8M
Wheelhouse Advisory Group LLC 6.43% Add +3.7% 96,222 $22.8M
Family Manage LLC 2.35% Add +1.5% 94,506 $22.4M
Accretive Wealth Partners, LLC 5.43% Add +23.6% 94,443 $22.3M
HBK Sorce Advisory LLC 0.43% Add +4.6% 90,563 $22.1M
Retirement Planning Group, LLC 0.56% Reduce -5.6% 92,401 $21.9M
CreativeOne Wealth, LLC 0.47% Reduce -5.6% 92,269 $21.8M
FAS Wealth Partners, Inc. 1.12% Add +1.1% 91,173 $21.6M
Gerald Baker Financial Group LLC 6.12% Add +0.7% 90,854 $21.5M
JNBA Financial Advisors 1.62% Reduce -2.3% 90,466 $21.4M
Whitegate Investment Counselors, Inc. 6.08% Add +3.2% 90,225 $21.3M
Forbes J M & Co. LLP 1.67% Reduce -0.5% 89,951 $21.3M
Hapanowicz & Associates Financial Services, Inc 6.60% Add +1.1% 89,640 $21.2M
Integrated Advisors Network LLC 0.97% Add +42.3% 89,423 $21.2M
Diana Davis Spencer Foundation 38.03% Add +98.4% 88,754 $21.0M
Flagship Harbor Advisors, LLC 0.80% Add +1.1% 88,411 $20.9M
Citizens Financial Group Inc. 0.25% Add +2.4% 87,802 $20.8M
Snider Financial Group 5.29% Reduce -4.5% 87,738 $20.8M
Smith, Moore & Co. 1.34% Reduce -2.0% 86,920 $20.6M
OneDigital Investment Advisors LLC 0.17% Reduce -13.7% 86,874 $20.6M
CENTRAL TRUST Co 0.37% Reduce -1.8% 86,619 $20.5M
Summit Financial, LLC 0.22% Add +8.9% 86,579 $20.5M
TD Waterhouse Canada Inc. 0.05% Reduce -36.3% 86,391 $20.4M
Curi Capital, LLC 0.32% Reduce -1.7% 86,125 $20.4M
Rothschild Investment LLC 0.76% Add +0.7% 85,747 $20.3M
Carnegie Investment Counsel 0.40% Reduce -10.4% 85,341 $20.2M
Annex Advisory Services, LLC 0.34% Reduce -1.9% 84,964 $20.1M
Councilmark Asset Management, LLC 10.49% Add +0.5% 83,740 $19.8M
Sound View Wealth Advisors Group, LLC 1.22% Reduce -4.7% 83,264 $19.7M
Integrated Wealth Concepts LLC 0.13% Add +27.7% 83,181 $19.7M
Apollon Financial, LLC 2.31% Add +5.7% 82,647 $19.6M
CM Wealth Advisors LLC 3.53% Reduce -0.2% 82,631 $19.6M
Mittelman Wealth Management 12.92% Reduce -84.9% 15,197 $19.5M
Aptus Capital Advisors, LLC 0.14% Reduce -1.7% 82,239 $19.5M
Benjamin Edwards Inc. 0.18% Add +45.0% 81,857 $19.4M
Vanguard National Trust Co 1.05% Add +30.6% 81,361 $19.3M
Merit Financial Group, LLC 0.12% Reduce -2.4% 81,124 $19.2M
Hanover Advisors Inc. 6.90% Reduce -1.9% 81,004 $19.2M
Onyx Bridge Wealth Group LLC 1.71% Add +0.6% 80,141 $19.0M
D.B. Root & Company, LLC 4.02% Add +4.7% 80,066 $18.9M
Visionary Wealth Advisors 0.75% Add +3.4% 80,014 $18.9M
Reality Financial Planning Services, LLC 18.18% Reduce -0.9% 79,591 $18.8M
Cahill Financial Advisors Inc. 1.78% Reduce -3.8% 78,228 $18.5M
Cornerstone Wealth Management, LLC 0.80% Reduce -8.2% 78,197 $18.5M
SWAN Capital LLC 6.31% Add +9.9% 77,910 $18.4M
High Net Worth Advisory Group LLC 3.90% Add +0.3% 77,641 $18.4M
Maloon Powers Pitre Higgins & Dennehy, LLC 6.30% — 77,453 $18.3M
Journey Advisory Group, LLC 1.40% Add +4.2% 77,346 $18.3M
Kestra Private Wealth Services, LLC 0.20% Reduce -3.2% 77,141 $18.3M
United Capital Financial Advisors, LLC 0.10% Reduce -4.7% 76,464 $18.1M
Kitching Partners, LLC 15.42% Add +0.5% 75,866 $18.0M
HHM Wealth Advisors, LLC 1.81% Add +0.1% 75,800 $17.9M
WASHINGTON TRUST Co 0.55% Add +2.6% 75,392 $17.8M
CRA Financial Services, LLC 2.05% Reduce -1.3% 75,328 $17.8M
Asset Management Group, Inc. 2.60% Reduce -1.8% 74,999 $17.7M
Martel Wealth Advisors LLC 2.78% Reduce -0.8% 74,740 $17.7M
Great Valley Advisor Group, Inc. 0.28% Reduce -2.2% 74,635 $17.7M
Moneta Group Investment Advisors LLC 0.13% Add +5.3% 74,612 $17.7M
Kraft, Davis & Associates, LLC 3.65% Add +0.1% 73,518 $17.5M
Circle Wealth Management, LLC 0.22% No change 73,810 $17.5M
Donaldson Capital Management, LLC 0.50% Add +54.0% 73,531 $17.4M
Mosaic Financial Group, LLC 11.08% Add +1.5% 73,207 $17.3M
Cozad Asset Management Inc. 1.12% Add +2.4% 73,070 $17.3M
Integral Investment Advisors, Inc. 3.78% Add +3.0% 72,446 $17.1M
Marble Wealth, LLC 2.62% Add +4.8% 72,199 $17.1M
Aspen Grove Capital, LLC 2.45% Reduce -0.1% 71,910 $17.0M
NWF Advisory Services Inc. 1.58% Add +2.7% 70,857 $16.8M
CIBC Bancorp USA Inc. 0.02% Reduce -2.0% 70,408 $16.7M
Drucker Wealth 3.0, LLC 2.63% Add +5.8% 70,363 $16.6M
Motive Wealth Advisors 6.84% Add +1.7% 70,324 $16.6M
Websterrogers Financial Advisors, LLC 4.26% Add +10.0% 70,298 $16.6M
Advisory Services Network, LLC 0.19% Add +0.5% 70,296 $16.6M
Focus Partners Advisor Solutions, LLC 0.14% Reduce -12.2% 70,179 $16.6M
Composition Wealth, LLC 0.19% Add +12.8% 69,473 $16.4M
Vigilare Wealth Management 5.03% Add +167.5% 69,399 $16.4M
Strategic Financial Concepts, LLC 4.88% Reduce -1.9% 69,265 $16.4M
Global Retirement Partners, LLC 0.25% — 69,130 $16.4M
Advisors Preferred, LLC 2.53% Add +22.4% 68,497 $16.3M
Evergreen Wealth Management, LLC 7.66% Add +2.0% 69,053 $16.3M
Zions Bancorporation, National Association 0.98% Reduce -3.2% 68,885 $16.3M
Aprio Wealth Management, LLC 0.80% Reduce -25.1% 68,637 $16.2M
Ancora Advisors LLC 0.31% Reduce -5.8% 68,389 $16.2M
First National Bank of Omaha 0.45% Reduce -1.8% 68,297 $16.1M
Evergreen Capital Management LLC 0.28% Reduce -0.2% 68,080 $16.1M
Planning Directions Inc. 7.45% Reduce -1.5% 67,945 $16.1M
Family Investment Center, Inc. 2.66% Reduce -2.3% 67,575 $16.0M
Mgo One Seven LLC 0.26% Add +1.4% 66,717 $15.8M
Albion Financial Group 0.91% Add +14.8% 66,703 $15.8M
World Investment Advisors 0.26% Reduce -5.1% 70,587 $15.8M
Conquis Financial LLC 12.69% Add +0.5% 66,527 $15.7M
M3 Advisory Group, LLC 8.16% Add +4.5% 66,470 $15.7M
Dakota Wealth Management 0.30% Reduce -0.8% 66,266 $15.7M
Sax Wealth Advisors, LLC 0.64% Add +60.5% 72,700 $15.6M
Gotham Asset Management 0.04% Reduce -24.7% 65,571 $15.5M
Mirae Asset Global Investments Co., Ltd. 0.03% Reduce -24.3% 65,011 $15.4M
Strategies Wealth Advisors, LLC 1.37% Reduce -3.8% 64,655 $15.3M
Whittier Trust Co. 0.15% Add +1.2% 63,743 $15.2M
Pettyjohn, Wood & White, Inc. 2.20% Reduce -1.0% 64,042 $15.2M
Fulton Breakefield Broenniman LLC 0.89% Reduce -0.9% 64,034 $15.2M
Bradley Foster & Sargent Inc. 0.21% Add +3.7% 64,021 $15.1M
Aberdeen Wealth Management LLC 7.15% Add +7.8% 62,952 $14.9M
Allred Capital Management, LLC 4.89% Add +2.1% 62,938 $14.9M
JFS Wealth Advisors, LLC 0.74% Add +0.4% 62,667 $14.8M
Hengehold Capital Management LLC 1.15% Add +7.9% 62,557 $14.8M
Meridian Wealth Advisors, LLC 1.68% Add +1.6% 62,517 $14.8M
Perigon Wealth Management, LLC 0.23% Add +2.6% 62,406 $14.8M
AlphaCore Capital LLC 0.27% Reduce -8.6% 62,017 $14.7M
Spreng Capital Management, Inc. 5.29% Add +1.9% 61,513 $14.6M
Curran Financial Partners, LLC 2.16% Add +9.7% 61,459 $14.5M
Rehmann Capital Advisory Group 0.66% Reduce -0.9% 60,707 $14.4M
Peterson Wealth Management 6.67% Add +33.9% 60,505 $14.3M
Oak Harvest Investment Services 1.33% Reduce -3.3% 60,209 $14.2M
Mendel Capital Management LLC 6.41% Reduce -0.9% 60,179 $14.2M
Johnson Investment Counsel Inc. 0.10% Add +2.8% 59,527 $14.1M
GreatBanc Trust CO 8.69% Reduce -3.7% 59,236 $14.0M
Boston Family Office LLC 0.85% Reduce -7.8% 58,935 $13.9M
Cliftonlarsonallen Wealth Advisors, LLC 0.18% Add +92.5% 58,475 $13.8M
Novem Group 1.40% Reduce -0.2% 58,462 $13.8M
Bryn Mawr Trust Advisors, LLC 0.60% Reduce -0.6% 58,437 $13.8M
Parallel Advisors, LLC 0.21% Reduce -0.2% 58,196 $13.8M
Dagco, Inc. 2.54% Add +4.5% 58,138 $13.8M
Paradigm Capital Management, LLC 11.89% Reduce -2.0% 57,871 $13.7M
Apella Capital, LLC 0.19% Reduce -1.7% 57,311 $13.7M
Pecaut & Co. 4.15% Add +0.7% 57,622 $13.6M
Garde Capital, Inc. 0.61% Reduce -5.8% 57,369 $13.6M
DDFG, Inc 2.69% Reduce -1.1% 57,336 $13.6M
Leavell Investment Management, Inc. 0.49% Reduce -0.7% 57,182 $13.5M
Patriot Investment Management Group, Inc. 0.78% Reduce -1.3% 57,172 $13.5M
Wealth Analytics Partners, LLC 4.90% Reduce -1.5% 56,876 $13.5M
Kovack Advisors, Inc. 0.65% Add +10.6% 56,876 $13.5M
Arkadios Wealth Advisors 0.21% Reduce -10.7% 56,820 $13.4M
Old National Bancorp 0.27% Reduce -5.7% 56,704 $13.4M
White Wing Wealth Management 6.99% Add +9.0% 56,630 $13.4M
Addison Advisors LLC 6.32% Reduce -42.0% 56,605 $13.4M
Bluespring Wealth Management, LLC 0.26% Add +622.0% 56,256 $13.3M
Whittier Trust Co. of Nevada Inc. 0.25% No change 55,529 $13.3M
Dala Group, LLC 10.90% Add +1.9% 55,891 $13.2M
Sherman Wealth Management LLC 9.93% Add +2.8% 55,736 $13.2M
Bessemer Group Inc. 0.02% Add +73.8% 55,607 $13.2M
Chatham Capital Group, Inc. 1.68% Reduce -4.9% 55,485 $13.1M
Flputnam Investment Management Co. 0.16% Reduce -0.2% 55,158 $13.1M
Financial Advisory Partners, LLC 3.39% Add +3.0% 54,884 $13.0M
Stratos Wealth Advisors, LLC 0.71% Reduce -0.6% 54,828 $13.0M
Western Pacific Wealth Management, LP 11.69% Add +1.9% 54,660 $12.9M
Elevation Point Wealth Partners, LLC 0.24% Add +15.7% 54,629 $12.9M
Regal Investment Advisors LLC 0.67% Reduce -5.2% 54,452 $12.9M
Essex Financial Services, Inc. 0.64% Add +0.1% 54,436 $12.9M
CVA Family Office, LLC 1.17% Add +4.0% 54,431 $12.9M
Safir Wealth Advisors, LLC 8.37% Add +1.5% 54,411 $12.9M
Bleakley Financial Group, LLC 0.16% Add +53.0% 54,359 $12.9M
M3 Wealth Management, LLC 8.33% Add +5.8% 54,281 $12.8M
Thrivent Financial for Lutherans 0.02% Reduce -10.3% 53,781 $12.7M
CWS Financial Advisors, LLC 2.80% Reduce -2.5% 53,381 $12.6M
Yukon Wealth Management, Inc. 3.60% Add +54.5% 53,209 $12.6M
WealthShield Partners, LLC 1.92% Reduce -3.4% 53,156 $12.6M
Fidelity D & D Bancorp Inc. 4.31% Add +4.6% 53,051 $12.6M
Capital Analysts, LLC 0.29% Reduce -1.1% 52,948 $12.5M
Cascade Wealth Advisors, Inc 5.03% Add +24.2% 51,017 $12.5M
VPR Management LLC 5.00% No change 52,630 $12.5M
Adirondack Capital Advisors, LLC 6.67% Add +35.3% 52,568 $12.4M
Twin Focus Capital Partners, LLC 1.26% Add +1.2% 52,476 $12.4M
Capital Investment Advisors, LLC 0.16% Reduce -4.5% 52,234 $12.4M
White Lighthouse Investment Management Inc. 1.53% Reduce -0.8% 51,946 $12.3M
Transcend Capital Advisors, LLC 0.83% Add +0.2% 51,904 $12.3M
Castlekeep Investment Advisors LLC 6.12% Add +5.3% 51,673 $12.2M
Spirepoint Private Client, LLC 0.99% Reduce -22.1% 51,631 $12.2M
Main Street Financial Solutions, LLC 0.78% Reduce -1.0% 51,478 $12.2M
Global Wealth Management, LLC 6.17% Add +0.1% 51,235 $12.1M
Signature Estate & Investment Advisors LLC 0.22% Reduce -20.3% 51,233 $12.1M
Wimmer Associates 1, LLC 5.46% Add +8.0% 51,078 $12.1M
Kellett Wealth Advisors, LLC 5.55% Add +6.0% 50,372 $11.9M
Bigelow Investment Advisors, LLC 4.31% Reduce -0.3% 50,332 $11.9M
Thomasville National Bank 0.65% — 50,024 $11.8M
Brown Brothers Harriman & Co. 0.05% Reduce -2.1% 49,953 $11.8M
Security Financial Services, INC. 1.63% Add +0.2% 49,784 $11.8M
NorthRock Partners, LLC 0.17% Add +0.3% 49,783 $11.8M
HM Payson & Co. 0.16% Reduce -4.1% 49,510 $11.7M
Keystone Financial Group, Inc. 6.14% Add +2.0% 49,414 $11.7M
Novare Capital Management LLC 0.83% Reduce -2.1% 49,253 $11.7M
Crestwood Advisors Group, LLC 0.17% Reduce -0.2% 49,220 $11.6M
Modern Wealth Management, LLC 0.14% Add +6.1% 48,820 $11.6M
LS Investment Advisors, LLC 1.55% Reduce -0.7% 48,449 $11.5M
Trust Co. of Vermont 0.42% — 48,055 $11.4M
Citadel Advisors 0.01% New 47,914 $11.3M
Mycio Wealth Partners, LLC 2.10% Add +0.3% 47,481 $11.2M
City State Bank 2.56% Add +2.6% 47,306 $11.2M
GW Henssler & Associates Ltd. 0.50% Add +1.7% 47,073 $11.1M
Blackston Financial Advisory Group, LLC 6.27% Reduce -3.1% 46,999 $11.1M
River's Edge Wealth Management, LLC 9.74% Add +4.3% 46,636 $11.1M
Laurel Oak Wealth Management, LLC 1.61% Reduce -2.8% 46,705 $11.1M
Moors & Cabot, Inc. 0.43% Add +5.2% 46,677 $11.0M
Compass Financial Group, Inc. (Ohio) 7.38% Add +15.7% 46,672 $11.0M
Souders Financial Advisors 1.11% Add +3.4% 46,609 $11.0M
Level Four Advisory Services, LLC 0.31% Add +2.8% 46,551 $11.0M
Gilliland Jeter Wealth Management LLC 2.84% Add +0.3% 45,802 $10.8M
Peapack Gladstone Financial Corp. 0.12% Add +0.0% 45,717 $10.8M
Prentice Wealth Management LLC 2.23% Reduce -1.9% 45,662 $10.8M
Syon Capital LLC 0.47% Add +2.1% 45,628 $10.8M
Financial Planning Hawaii, Inc. 5.79% Add +1.4% 45,622 $10.8M
Trek Financial, LLC 0.54% Reduce -3.1% 45,576 $10.8M
Sigma Planning Corp 0.27% Reduce -8.2% 45,434 $10.8M
Northstar Group, Inc. 1.43% Add +1.8% 45,362 $10.7M
PMG Wealth Management, Inc. 6.62% Add +1.8% 45,232 $10.7M
Financial Perspectives, Inc 2.58% Reduce -2.4% 44,829 $10.6M
Walter & Keenan Wealth Management LLC /in/ 2.60% Add +1.4% 44,478 $10.5M
Hamrick Investment Counsel, llc 6.97% Add +8.6% 44,413 $10.5M
Koshinski Asset Management, Inc. 0.56% Reduce -1.4% 44,346 $10.5M
Titleist Asset Management, LLC 0.71% Add +3.2% 44,270 $10.5M
Prospera Financial Services Inc 0.15% Reduce -2.0% 44,216 $10.5M
Bristlecone Value Partners, LLC 8.41% Add +0.4% 44,193 $10.5M
Integrated Capital Management, Inc. 7.29% Add +5.7% 44,180 $10.5M
North Star Investment Management Corp. 0.57% Add +0.9% 44,121 $10.4M
Woodmont Investment Counsel LLC 0.57% Reduce -0.5% 43,967 $10.4M
AE Wealth Management LLC 0.05% Add +5.5% 43,668 $10.3M
Plotkin Financial Advisors, LLC 4.27% Add +1.2% 43,511 $10.3M
Pinnacle Associates Ltd. 0.11% Add +15.0% 43,467 $10.3M
Choate Investment Advisors 0.18% Reduce -12.1% 43,319 $10.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.13% Reduce -7.5% 43,186 $10.2M
Vanguard Advisers Inc. 0.03% Add +1.8% 43,094 $10.2M
Compass Ion Advisors, LLC 0.87% Reduce -0.1% 42,714 $10.1M
180 Wealth Advisors, LLC 1.01% Reduce -2.3% 42,713 $10.1M
Independent Financial Group, LLC 0.19% Add +2.3% 42,697 $10.1M
Ni Acquisitions Company, LLC 4.28% — 42,399 $10.0M
Cerro Pacific Wealth Advisors LLC 2.26% Reduce -2.4% 42,275 $10.0M
University of Illinois Foundation 1.79% New 42,230 $10.0M
Formulate Financial LLC 10.50% Reduce -1.0% 42,170 $10.0M
Jefferies Financial Group Inc. 0.09% Add +0.7% 42,168 $10.0M
St. Louis Trust Co 1.14% No change 3,225 $10.0M
Oppenheimer & Co. Inc. 0.11% Add +1.6% 42,068 $10.0M
Cascade Financial Partners, LLC 0.86% Reduce -0.0% 41,956 $9.9M
Gleason Group, Inc. 0.86% Add +0.4% 41,676 $9.9M
Exchange Traded Concepts, LLC 0.05% Add +7.9% 41,594 $9.8M
Miller Capital Partners, Inc. 3.86% Reduce -0.1% 41,539 $9.8M
Nikulski Financial, Inc. 2.11% Reduce -0.3% 41,369 $9.8M
GC Wealth Management RIA, LLC 0.56% Reduce -5.9% 41,364 $9.8M
Pathway Financial Advisors LLC 1.14% Reduce -0.1% 40,974 $9.8M
Forvis Mazars Wealth Advisors, LLC 0.16% Reduce -11.7% 41,203 $9.7M
Cibc World Market Inc. 0.02% Add +2.3% 40,837 $9.7M
Warner Financial, Inc. 2.83% Reduce -0.1% 40,709 $9.6M
Riverview Capital Advisers, LLC 2.74% Add +8.2% 40,444 $9.6M
Venture Visionary Partners LLC 0.27% Reduce -7.4% 40,436 $9.6M
VestGen Advisors, LLC 0.28% Reduce -46.9% 40,331 $9.5M
Chicago Partners Investment Group LLC 0.19% Add +4.7% 40,106 $9.5M
Ranch Capital Advisors Inc. 3.00% Add +4.5% 40,047 $9.5M
BIP Wealth, LLC 0.27% Reduce -52.7% 39,990 $9.5M
First Horizon Corp. 0.36% Reduce -3.5% 39,674 $9.4M
StoneX Group Inc. 0.38% Reduce -4.9% 39,561 $9.4M
Shrier Wealth Management, LLC 3.17% Add +3.0% 39,282 $9.3M
Madson Wealth Advisors Inc 6.29% Reduce -0.4% 39,095 $9.3M
Apollon Wealth Management, LLC 0.11% Add +0.3% 38,794 $9.2M
Brio Consultants, LLC 1.07% Reduce -0.2% 38,626 $9.1M
Integrity Alliance, Llc. 0.29% Reduce -19.0% 38,618 $9.1M
Nations Financial Group Inc, /Ia/ 0.44% Add +3.3% 38,541 $9.1M
New Perspectives, Inc 2.80% Reduce -1.2% 38,494 $9.1M
Capstone Financial Advisors, Inc. 0.44% Reduce -2.0% 38,484 $9.1M
Kagan Cocozza Asset Management 5.69% Add +4.1% 38,355 $9.1M
First PREMIER Bank 1.45% Add +269.1% 37,952 $9.0M
Granite Bay Wealth Management, LLC 0.82% New 37,684 $8.9M
Bridgewater Advisors Inc. 0.49% Reduce -0.4% 37,096 $8.9M
Hollencrest Capital Management 0.58% Add +0.4% 37,649 $8.9M
Clear Creek Financial Management, LLC 0.57% Add +2.5% 37,525 $8.9M
Alexis Investment Partners, LLC 5.17% Reduce -5.8% 37,486 $8.8M
Indivisible Partners 0.50% Add +22.7% 37,176 $8.8M
Cypress Financial Planning LLC 2.15% Reduce -2.6% 37,147 $8.8M
Lotus Asset Management LLC 7.75% — 37,032 $8.8M
Xcelsior Advisor Partners LLC 1.14% Add +49.1% 36,537 $8.6M
Wealth Care LLC 6.99% Add +0.1% 36,501 $8.6M
Orion Capital Management LLC 2.68% Reduce -4.7% 36,457 $8.6M
Principal Securities, Inc. 0.10% Add +200.7% 36,386 $8.6M
Tide Cove Capital Partners LLC 5.56% Add +0.6% 35,246 $8.6M
Commerce Bank 0.04% Reduce -0.7% 36,259 $8.6M
Weaver Consulting Group 1.75% Reduce -0.2% 36,156 $8.6M
Windward Private Wealth Management Inc. 2.73% Reduce -0.2% 36,051 $8.5M
Asset Advisory Group, Inc. 3.71% Add +2.3% 35,826 $8.5M
Fullerton Advisors, LLC 7.89% Reduce -0.6% 35,646 $8.4M
Sandy Cove Advisors, LLC 2.10% Add +5.1% 35,522 $8.4M
Blom & Howell Financial Planning, Inc. 7.00% Add +13.8% 35,500 $8.4M
Headinvest, LLC 1.54% Add +1.6% 34,989 $8.3M
Plan Group Financial, LLC 1.71% Add +13.8% 34,940 $8.3M
Jordan Park Group LLC 0.42% No change 34,743 $8.2M
Keystone Financial Group 0.49% Add +5.6% 34,650 $8.2M
Sloy Dahl & Holst, LLC 1.01% Add +0.3% 34,603 $8.2M
West Financial Advisors, LLC 1.24% Reduce -7.2% 34,525 $8.2M
Wealthspan Partners, LLC 2.57% Reduce -4.6% 34,499 $8.2M
Hoese & Co LLP 5.28% Reduce -0.0% 34,329 $8.1M
Strategic Financial Group, LLC 7.77% Add +0.7% 34,289 $8.1M
Barrett & Company, Inc. 2.26% Add +8.6% 34,124 $8.1M
Nwam LLC 0.40% Reduce -1.6% 33,929 $8.0M
Calydon Capital 1.17% Add +0.2% 33,718 $8.0M
Park National Corp. 0.22% Reduce -18.3% 33,631 $8.0M
Osborne Partners Capital Management, LLC 0.44% Reduce -2.6% 33,536 $7.9M
Bartlett & Co. Wealth Management LLC 0.10% Add +1.3% 33,520 $7.9M
Cambridge Advisors Inc. 1.36% Reduce -1.0% 33,507 $7.9M
Spire Wealth Management 0.24% Add +7.2% 33,489 $7.9M
John Boyer, Inc. 6.84% Add +2.4% 33,328 $7.9M
One Day In July LLC 0.55% Add +2.2% 33,246 $7.9M
SkyOak Wealth, LLC 1.28% Reduce -0.3% 33,160 $7.8M
Genesis Private Wealth, LLC 2.20% Add +3.6% 33,146 $7.8M
Beacon Financial Group 0.71% Reduce -6.1% 32,933 $7.8M
Csenge Advisory Group 0.32% Add +4.6% 32,920 $7.8M
Caprock Group, LLC 0.15% Reduce -7.6% 32,856 $7.8M
Roman Butler Fullerton & Co. 1.85% Add +1.4% 32,544 $7.8M
Destiny Wealth Partners, LLC 1.09% Reduce -46.1% 32,419 $7.8M
Patriot Financial Group Insurance Agency, LLC 0.79% Reduce -46.0% 32,606 $7.7M
Raab & Moskowitz Asset Management LLC 1.55% Reduce -0.8% 32,547 $7.7M
Westside Investment Management, Inc. 1.01% No change 32,421 $7.7M
DHJJ Financial Advisors, Ltd. 2.21% Add +2.2% 32,335 $7.7M
Acorn Wealth Advisors, LLC 1.86% Add +2.1% 32,240 $7.6M
Prosperity Consulting Group, LLC 0.29% Reduce -0.2% 32,211 $7.6M
Sowell Financial Services LLC 0.25% Reduce -2.5% 32,128 $7.6M
O'shaughnessy Asset Management, LLC 0.04% Reduce -46.5% 32,083 $7.6M
Sovran Advisors, LLC 0.56% Reduce -1.1% 31,728 $7.6M
Segment Wealth Management, LLC 0.39% Reduce -2.5% 31,931 $7.6M
BNP Paribas Financial Markets 0.00% Reduce -25.9% 31,868 $7.5M
Kelleher Financial Advisors 1.07% Add +110.8% 31,572 $7.5M
McClarren Financial Advisors, Inc. 3.86% Reduce -1.2% 31,556 $7.5M
IHT Wealth Management, LLC 0.16% Reduce -0.3% 31,160 $7.4M
Creekside Partners 2.67% Add +0.2% 31,119 $7.4M
McGlone Suttner Wealth Management, Inc. 0.86% Add +0.1% 31,098 $7.4M
Madison Wealth Partners, Inc 0.94% Add +11.8% 31,081 $7.4M
Bay Rivers Group 2.51% Add +1.1% 31,058 $7.3M
Kavar Capital Partners Group, LLC 0.90% Reduce -0.8% 31,033 $7.3M
Heritage Wealth Advisors 0.25% Reduce -8.8% 31,024 $7.3M
Davis R M Inc. 0.12% Add +4.3% 30,958 $7.3M
WealthBridge Capital Management, LLC 1.45% Reduce -0.2% 30,868 $7.3M
Compass Financial Management LLC 0.89% — 30,445 $7.3M
PW Nova Financial Services LLC 1.56% Reduce -0.4% 30,705 $7.3M
Detalus Advisors, LLC 1.41% Reduce -4.3% 30,638 $7.2M
Hofer & Associates. Inc 3.49% Add +1.6% 30,540 $7.2M
Arcataur Capital Management LLC 1.79% Add +0.1% 30,535 $7.2M
Muirfield Wealth Advisors LLC 4.65% Add +0.7% 30,104 $7.1M
One Degree Advisors Inc 1.59% Reduce -0.1% 30,095 $7.1M
Aspen Wealth Management LLC 1.21% Reduce -2.1% 29,997 $7.1M
Colony Family Offices, LLC 1.56% Reduce -2.7% 29,977 $7.1M
Employees' Retirement Fund of the City of Fort Worth 2.53% Reduce -26.3% 29,951 $7.1M
Tennessee Valley Asset Management Partners 0.78% Reduce -0.3% 29,864 $7.1M
Ogorek Anthony Joseph /NY/ 1.75% Reduce -0.9% 29,849 $7.1M
Cora Capital Advisors LLC 1.98% Add +3.2% 29,816 $7.1M
Meridian Wealth Management, LLC 0.22% Reduce -5.0% 29,847 $7.1M
Grove Street Fiduciary, LLC 2.96% Reduce -2.6% 29,601 $7.0M
IAG Wealth Partners, LLC 0.69% Add +0.1% 29,583 $7.0M
Waller Financial Planning Group, Inc. 1.44% Reduce -0.4% 29,556 $7.0M
Ridgecrest Wealth Partners, LLC 3.35% Reduce -0.8% 29,329 $6.9M
Aspen Investment Management Inc 1.86% Add +0.1% 29,260 $6.9M
First Citizens Bank & Trust Co. 0.10% Add +1.1% 29,152 $6.9M
Verum Partners LLC 1.04% Reduce -6.0% 28,948 $6.8M
Montis Financial, LLC 1.40% Reduce -7.0% 28,898 $6.8M
Fifth Third Wealth Advisors LLC 0.19% Reduce -8.6% 28,744 $6.8M
Investment Partners, LTD. 2.11% Reduce -6.4% 28,464 $6.7M
Fort Sheridan Advisors LLC 0.73% Add +1.9% 28,454 $6.7M
Brightwater Advisory LLC 4.25% Reduce -1.5% 28,451 $6.7M
Ledyard National Bank 0.54% Reduce -2.2% 28,364 $6.7M
Cidel Asset Management Inc. 0.32% No change 28,070 $6.6M
Pinnacle Financial Group, LLC / IL 1.62% Add +2.9% 28,020 $6.6M
Arete Wealth Advisors, LLC 0.44% Reduce -0.3% 27,948 $6.6M
Tiaa-Cref Individual & Institutional Services, LLC 0.02% Add +4.6% 27,690 $6.6M
Stokes Capital Advisors, LLC 1.40% Add +5.2% 27,636 $6.5M
Brighton Jones LLC 0.12% Add +4.2% 27,600 $6.5M
Fiduciary Financial Group, LLC 0.74% Reduce -1.5% 27,571 $6.5M
HUB Investment Partners, LLC 0.12% Add +11.6% 27,538 $6.5M
Gibson Capital, LLC 1.07% Reduce -0.1% 27,509 $6.5M
Pursue Wealth Partners LLC 3.63% Add +23.9% 27,428 $6.5M
Summit Trail Advisors, LLC 0.08% Add +7.3% 27,277 $6.5M
Frederick Financial Consultants, LLC 2.73% Add +0.1% 27,233 $6.4M
Seven Springs Wealth Group, LLC 1.43% Reduce -1.4% 27,175 $6.4M
StrongBox Wealth, LLC 1.83% Add +0.5% 27,115 $6.4M
Hall Capital Management Co. Inc. 2.00% Add +76.1% 27,101 $6.4M
Yoder Wealth Management, Inc. 2.49% Reduce -4.8% 26,971 $6.4M
Hurlow Wealth Management Group, Inc. 1.33% Add +5.7% 26,938 $6.4M
Wedmont Private Capital 0.17% Add +4.6% 26,677 $6.4M
San Luis Wealth Advisors LLC 0.96% Reduce -7.2% 26,914 $6.4M
Golden State Wealth Management, LLC 0.58% Reduce -2.4% 26,804 $6.3M
Investment Advisory Group, LLC 1.37% Add +0.1% 26,689 $6.3M
Vermillion Wealth Management, Inc. 1.51% Add +1.0% 26,683 $6.3M
OneAscent Financial Services LLC 0.30% Add +0.6% 26,441 $6.3M
NORTHSTAR ASSET MANAGEMENT Co 1.18% Add +1.2% 26,195 $6.3M
Base Wealth Management LLC 2.90% Add +8.8% 26,363 $6.2M
Investment Management Trust, LLC 5.58% Reduce -3.3% 26,332 $6.2M
Seamount Financial Group Inc. 2.51% Add +0.1% 26,286 $6.2M
Howard Wealth Management, LLC 2.29% Reduce -1.6% 26,188 $6.2M
CDM Financial Counseling Services, Inc. 5.29% Add +2.4% 25,926 $6.1M
Scott & Selber, Inc. 1.29% Reduce -5.0% 25,782 $6.1M
Verdence Capital Advisors LLC 0.32% Reduce -0.2% 25,595 $6.1M
Ausdal Financial Partners, Inc. 0.24% Reduce -0.4% 25,462 $6.0M
Capital Planning LLC 1.75% Reduce -0.5% 25,390 $6.0M
Guardian Wealth Advisors, LLC / NC 0.34% Add +0.2% 25,244 $6.0M
Staley Capital Advisers Inc. 0.23% Reduce -0.1% 25,244 $6.0M
W Advisors, LLC 2.71% Add +0.3% 25,182 $6.0M
Ashton Thomas Private Wealth, LLC 0.12% Add +1.9% 25,164 $6.0M
Pallas Capital Advisors LLC 0.18% Add +0.5% 25,123 $5.9M
Selby Wealth Management, LLC 2.11% Add +29.7% 25,100 $5.9M
Kastel Capital Advisors, LLC 3.75% Add +1.6% 27,602 $5.9M
Salem Investment Counselors Inc. 0.15% Reduce -3.7% 24,956 $5.9M
Infinity Wealth Counsel, LLC 4.76% Add +2.4% 24,918 $5.9M
Vavra Capital Management, LLC 5.16% Add +4.0% 24,918 $5.9M
Flagstar Securities, Inc. 1.78% Reduce -2.2% 24,905 $5.9M
Fidelis Capital Partners, LLC 0.34% Add +43.3% 24,742 $5.9M
LightSquare Wealth Management, LLC 4.03% Reduce -9.9% 24,728 $5.9M
Bellars Harris Wealth Management, LLC 1.19% — 24,696 $5.8M
Dynamic Advisor Solutions LLC 0.17% Reduce -7.8% 24,681 $5.8M
PFG Investments, LLC 0.23% Reduce -0.9% 24,615 $5.8M
Beacon Financial Advisory LLC 1.14% Reduce -1.4% 24,436 $5.8M
HighPoint Advisor Group LLC 0.20% Add +4.1% 24,398 $5.8M
Avity Investment Management Inc. 0.37% Reduce -0.2% 24,397 $5.8M
Freestone Capital Holdings, LLC 0.15% Add +199.9% 24,383 $5.8M
Interactive Financial Advisors, Inc. 3.51% Reduce -5.9% 24,707 $5.8M
Pinnacle Bancorp, Inc. 1.50% Add +1.0% 24,353 $5.8M
First Trust Advisors LP 0.00% Reduce -23.1% 24,323 $5.8M
Strategic Blueprint, LLC 0.29% Reduce -4.4% 24,315 $5.8M
Fiduciary Trust Co 0.06% Reduce -0.3% 24,281 $5.7M
Centerpoint Advisory Group 3.64% Reduce -3.6% 24,272 $5.7M
Resurgent Financial Advisors LLC 1.61% Add +8.5% 24,228 $5.7M
Independent Family Office, LLC 2.30% Reduce -2.2% 24,196 $5.7M
Parsons Capital Management Inc. 0.26% Add +4.3% 24,078 $5.7M
Forum Private Client Group LLC 1.69% Add +1.4% 24,063 $5.7M
Levin Capital Strategies, L.P. 0.38% Add +0.0% 24,060 $5.7M
Kachkovsky & Fisher, Inc. 5.45% — 23,942 $5.7M
Pathway Financial Advisers, LLC 1.43% Add +4.2% 23,882 $5.6M
Sunpointe, LLC 1.60% Reduce -11.5% 23,841 $5.6M
CORDA Investment Management, LLC. 0.35% Reduce -0.5% 23,798 $5.6M
Daniel Investment Group, Inc. 3.33% — 23,748 $5.6M
Junk Investment Group, LLC 2.48% Add +1.2% 23,718 $5.6M
Marino, Stram & Associates LLC 0.89% Add +0.6% 23,714 $5.6M
MCF Advisors LLC 0.20% Reduce -1.9% 23,689 $5.6M
Gateway Wealth Partners, LLC 0.34% Reduce -48.4% 23,646 $5.6M
Global Financial Private Client, LLC 1.52% Add +1.3% 23,617 $5.6M
Money Concepts Capital Corp. 0.26% Add +3.4% 23,555 $5.6M
Sheets Smith Wealth Management 0.56% Add +0.1% 23,485 $5.6M
Fortis Advisors, LLC 2.59% Add +0.0% 23,393 $5.5M
Morton Capital Management LLC 0.76% Add +1.3% 23,346 $5.5M
Chris Bulman Inc 2.02% Reduce -12.0% 23,326 $5.5M
Tempus Wealth Planning, LLC 1.08% Add +0.2% 23,255 $5.5M
Sard Wealth Management Group, LLC 2.63% Add +0.6% 23,241 $5.5M
Mosley Wealth Management 1.75% Add +2075.8% 23,238 $5.5M
Perryman Financial Advisory Inc. 0.73% Reduce -0.5% 23,067 $5.5M
MilWealth Group LLC 1.16% Reduce -0.2% 23,048 $5.5M
Baring Financial LLC 2.99% Add +2.0% 22,871 $5.4M
Keybank National Association 0.02% Reduce -0.1% 22,855 $5.4M
Bravera Wealth 2.07% Add +0.2% 22,772 $5.4M
Mayflower Financial Advisors, LLC 0.46% Reduce -1.4% 22,717 $5.4M
Keystone Wealth Services, LLC 1.00% Add +2.9% 22,691 $5.4M
Calder Financial LLC 5.00% Reduce -2.5% 22,440 $5.3M
First National Bank of Mount Dora, Trust Investment Services 1.06% No change 22,386 $5.3M
Brady Martz Wealth Solutions, LLC 0.80% Add +0.8% 22,353 $5.3M
First Heartland Consultants, Inc. 0.34% Add +3.7% 22,332 $5.3M
Mather Group, Llc. 0.05% Add +8.5% 22,173 $5.2M
Hughes Financial Services, LLC 0.69% Reduce -0.7% 22,148 $5.2M
Stonebridge Financial Group, LLC 0.40% Reduce -2.4% 22,082 $5.2M
WCG Wealth Advisors LLC 0.12% Add +0.7% 22,035 $5.2M
Winthrop Advisory Group LLC 0.35% Reduce -4.9% 21,704 $5.1M
S&co Inc. 0.30% No change 21,632 $5.1M
Financial Insights, Inc. 1.38% Reduce -3.6% 21,545 $5.1M
Abbot Financial Management, Inc. 1.87% Reduce -0.2% 21,517 $5.1M
Cypress Wealth Services, LLC 0.63% Reduce -4.3% 21,472 $5.1M
Per Stirling Capital Management, LLC. 0.48% Reduce -0.9% 21,463 $5.1M
Cardiff Park Advisors, LLC 0.39% Reduce -0.4% 21,362 $5.1M
Centaurus Financial, Inc. 0.20% Add +40.2% 21,359 $5.1M
Stablepoint Partners, LLC 0.70% Add +6.8% 21,301 $5.0M
Breakwater Investment Management 1.71% Reduce -9.9% 21,278 $5.0M
Garden State Investment Advisory Services LLC 0.99% Add +0.5% 21,269 $5.0M
Centurion Wealth Management LLC 1.20% Reduce -1.1% 21,240 $5.0M
Laird Norton Wetherby Trust Company, LLC 0.10% Add +3.0% 21,224 $5.0M
Friday Financial 1.34% Add +10.9% 20,981 $5.0M
Ehrlich Financial Group 2.57% Add +2.5% 21,158 $5.0M
Channel Wealth LLC 1.12% Add +0.0% 21,143 $5.0M
Advisors Capital Management, LLC 0.05% Add +10.3% 21,094 $5.0M
Blue Chip Partners, LLC 0.32% Add +4.6% 21,075 $5.0M
Compound Planning, Inc. 0.13% Add +2.5% 21,055 $5.0M
Sincerus Advisory, LLC 3.38% Reduce -1.3% 21,054 $5.0M
One Charles Private Wealth Services, LLC 1.14% Add +2.8% 20,974 $5.0M
UMB Bank, n.a. 0.06% Reduce -2.1% 20,947 $5.0M
Argo Wealth Advisory, LLC 2.73% Add +64.0% 20,905 $4.9M
Clear Harbor Asset Management, LLC 0.31% Add +4.5% 20,870 $4.9M
Prospect Financial Services LLC 2.50% Reduce -0.1% 20,830 $4.9M
Axxcess Wealth Management, LLC 0.08% Reduce -5.3% 20,698 $4.9M
Greenspring Advisors, LLC 0.27% Add +3.0% 20,513 $4.9M
St Germain D J Co. Inc. 0.17% Add +0.8% 20,512 $4.9M
Elevation Capital Advisory, LLC 1.87% New 20,472 $4.8M
Ritter Daniher Financial Advisory LLC / DE 0.74% Reduce -1.6% 20,435 $4.8M
CSM Advisors, LLC 0.10% No change 20,400 $4.8M
Optima Capital LLC 1.90% Add +8.3% 20,337 $4.8M
Cornerstone Advisors Asset Management, LLC 0.63% Reduce -4.8% 20,309 $4.8M
Krilogy Financial LLC 0.14% Reduce -3.5% 20,286 $4.8M
Financial Engines Advisors L.L.C. 0.01% Reduce -1.2% 20,240 $4.8M
Client 1ST Advisory Group, LLC 1.28% Reduce -1.2% 20,216 $4.8M
Farmers & Merchants Investments Inc. 0.12% Reduce -0.4% 20,096 $4.8M
Private Advisory Group LLC 0.26% Reduce -6.8% 19,973 $4.7M
Tower View Wealth Management LLC 2.07% Add +1.0% 19,940 $4.7M
Cannon Wealth Management Services, LLC 2.56% Add +0.8% 19,811 $4.7M
New Insight Wealth Advisors 1.38% Reduce -13.0% 19,806 $4.7M
Quantum Financial Partners LLC 2.38% — 19,706 $4.7M
Baron Wealth Management LLC 1.21% Add +0.1% 19,686 $4.7M
JMG Financial Group, Ltd. 0.11% Add +0.1% 19,664 $4.7M
Kaydan Wealth Management, Inc. 1.42% Add +0.9% 19,656 $4.7M
Intelligent Financial Strategies 2.24% Add +0.1% 19,644 $4.6M
Diversify Advisory Services, LLC 0.08% New 19,116 $4.6M
Diversify Wealth Management, LLC 0.08% Reduce -0.9% 19,116 $4.6M
Zhang Financial LLC 0.13% Reduce -3.2% 19,251 $4.6M
Diversified Management Inc. 0.97% Add +4.5% 19,249 $4.6M
FLC Capital Advisors 0.75% No change 19,233 $4.6M
Riverpoint Wealth Management Holdings, LLC 0.83% Add +0.3% 19,205 $4.5M
Columbia Asset Management 0.79% Reduce -4.6% 19,204 $4.5M
GSG Advisors LLC 0.99% Add +0.1% 18,925 $4.5M
Kiley Juergens Wealth Management, LLC 0.70% Reduce -1.4% 18,913 $4.5M
Avant Capital LLC 2.80% Reduce -2.1% 18,892 $4.5M
Snowwater Investment Partners, LLC 3.08% No change 18,850 $4.5M
KCM Investment Advisors LLC 0.13% Reduce -0.6% 18,842 $4.5M
Kingdom Financial Group LLC. 1.14% Reduce -1.6% 18,808 $4.5M
CPA Asset Management Group, LLC 1.28% Reduce -4.8% 18,761 $4.4M
Bell Investment Advisors, Inc 0.65% Reduce -1.9% 18,682 $4.4M
Geneos Wealth Management Inc. 0.09% Add +1.1% 18,611 $4.4M
Simon Quick Advisors, LLC 0.18% Add +2.2% 18,570 $4.4M
Smartleaf Asset Management LLC 0.14% No change 18,514 $4.4M
Garrett Wealth Advisory Group, LLC 0.67% Reduce -0.5% 18,361 $4.3M
Jacobi Capital Management LLC 0.21% Add +6.0% 18,355 $4.3M
Glen Eagle Advisors, LLC 0.54% Add +6.7% 18,227 $4.3M
Royal Fund Management, LLC 0.36% Reduce -1.0% 18,067 $4.3M
Bailard, Inc. 0.09% Reduce -0.3% 18,062 $4.3M
McNamara Financial Services, Inc. 0.74% Reduce -0.4% 18,046 $4.3M
Embree Financial Group 0.43% Add +0.9% 18,017 $4.3M
CoreFirst Bank & Trust 2.12% Add +0.4% 17,997 $4.3M
Mainsail Asset Management, LLC 1.67% Reduce -3.0% 17,919 $4.3M
Post Resch Tallon Group Inc. 2.90% Add +3.6% 17,710 $4.2M
Formidable Asset Management, LLC 0.67% Reduce -3.8% 19,419 $4.2M
MRWM Advisors, LLC 1.71% Add +6.3% 17,597 $4.2M
Conservest Capital Advisors, Inc. 0.33% Reduce -7.9% 17,591 $4.2M
Uptick Partners, LLC 0.64% Add +4.6% 17,503 $4.1M
Financial Management Network Inc. 0.59% Reduce -0.2% 17,373 $4.1M
Steinberganna Wealth Management 1.68% Reduce -1.2% 17,416 $4.1M
Mosaic Advisors LLC 5.53% Reduce -24.0% 17,406 $4.1M
Atria Investments, Inc 0.04% Add +189.0% 17,391 $4.1M
Oxler Private Wealth LLC 1.17% Reduce -7.7% 17,350 $4.1M
Sagespring Wealth Partners, LLC 0.06% Reduce -1.8% 17,290 $4.1M
Linscomb Wealth, Inc. 0.18% Reduce -2.2% 17,276 $4.1M
Financial Solutions Advisory Group, Inc. 0.52% Reduce -1.8% 17,088 $4.1M
Fonville Wealth Management LLC 0.66% Reduce -0.9% 17,186 $4.1M
Heritage Trust Co 0.35% Reduce -7.2% 17,185 $4.1M
FMA Wealth Management, LLC 2.60% Reduce -1.9% 17,162 $4.1M
MSH Capital Advisors LLC 0.71% Add +25.1% 17,147 $4.1M
Novak & Powell Financial Services, Inc. 1.91% Reduce -9.4% 17,135 $4.1M
BridgePort Financial Solutions, LLC 1.03% Add +3.2% 17,022 $4.0M
Pinnacle Wealth Management Advisory Group, LLC 0.24% Reduce -0.5% 17,004 $4.0M
Gratus Wealth Advisors, LLC 0.51% No change 16,917 $4.0M
Opus Financial Solutions LLC 3.22% Add +9.7% 16,879 $4.0M
Smith Partners Wealth Management, LLC 3.17% Reduce -12.9% 16,875 $4.0M
Pittenger & Anderson Inc. 0.14% Add +0.9% 16,867 $4.0M
Rooted Wealth Advisors, Inc. 0.98% Add +6.0% 16,852 $4.0M
10Elms LLP 1.79% Add +74.1% 16,843 $4.0M
Private Capital Management, LLC 0.36% Reduce -1.2% 16,830 $4.0M
Elmwood Wealth Management, Inc. 0.99% Reduce -3.7% 16,780 $4.0M
Planning Alternatives Ltd. 0.42% Reduce -11.3% 16,745 $4.0M
Beese Fulmer Investment Management, Inc. 0.23% Add +1.0% 16,829 $4.0M
Whipplewood Advisors, LLC 2.65% Reduce -3.0% 16,664 $3.9M
Tranquility Partners, LLC 1.35% Reduce -2.9% 16,627 $3.9M
Orser Capital Management, LLC 1.93% Add +8.3% 16,455 $3.9M
Safeguard Investment Advisory Group, LLC 0.89% Reduce -2.8% 16,326 $3.9M
Dupree Financial Group, LLC 1.45% Add +1.3% 16,325 $3.9M
Benedict Financial Advisors Inc. 0.75% Reduce -0.9% 16,307 $3.9M
L. Roy Papp & Associates, LLP 0.41% Reduce -2.7% 16,295 $3.9M
Miller Investment Management, LP 0.35% No change 16,293 $3.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% Add +23.7% 16,288 $3.9M
TBH Global Asset Management, LLC 0.71% Add +0.7% 16,277 $3.9M
Wealthspire Retirement, LLC 0.21% Add +4.5% 16,220 $3.8M
Axis Wealth Partners, LLC 1.83% Reduce -0.1% 16,079 $3.8M
Venturi Wealth Management, LLC 0.15% Reduce -7.1% 16,059 $3.8M
QRG Capital Management, Inc. 0.03% Add +17.8% 16,040 $3.8M
Equitable Trust Co. 0.16% Add +0.1% 15,925 $3.8M
Farrell Financial LLC 2.04% Reduce -1.4% 15,904 $3.8M
Cambridge Capital Management, LLC 1.43% Reduce -1.3% 15,855 $3.8M
Good Harbor Advisors, Inc. 3.66% Reduce -0.6% 15,828 $3.7M
Kaizen Financial Strategies 1.48% Add +12.6% 15,809 $3.7M
Childress Capital Advisors, LLC 0.61% No change 15,782 $3.7M
Harbor Investment Advisory, LLC 0.26% Add +0.8% 15,768 $3.7M
WealthPlan Investment Management, LLC 0.18% Add +320.0% 15,696 $3.7M
Guilbault Capital LLC 3.71% Reduce -1.2% 15,628 $3.7M
Eagle Strategies LLC 0.37% Add +4.8% 15,626 $3.7M
Galvin, Gaustad & Stein, LLC 0.28% Add +5.5% 15,620 $3.7M
Cornerstone Financial Management LLC 2.96% Reduce -0.2% 15,608 $3.7M
Accel Wealth Management 0.83% Add +5.6% 15,573 $3.7M
Wilson & Boucher Capital Management, LLC 2.16% Reduce -2.4% 15,537 $3.7M
Argent Trust Co 0.11% Reduce -5.8% 15,487 $3.7M
21 West Wealth Management LLC 3.13% Add +0.4% 15,475 $3.7M
Archer Investment Corp 0.70% Reduce -9.2% 15,466 $3.7M
Foundations Investment Advisors, LLC 0.04% Reduce -8.8% 15,465 $3.7M
Financial Guidance Group, Inc. 1.37% Reduce -5.7% 15,443 $3.7M
Buttonwood Financial Advisors Inc. 1.11% Reduce -4.4% 15,424 $3.6M
Pension & Wealth Management Advisors, Inc. 0.98% Reduce -20.1% 15,402 $3.6M
MOKAN Wealth Management Inc. 1.39% Add +3.8% 15,351 $3.6M
Johnson Financial Group, Inc. 0.12% Reduce -4.2% 15,308 $3.6M
Midwest Trust Co 0.04% Reduce -25.5% 15,237 $3.6M
Savvy Advisors, Inc. 0.08% Add +15.1% 15,181 $3.6M
Pure Financial Advisors, LLC 0.05% Add +1.4% 15,123 $3.6M
Armstrong Advisory Group, Inc. 0.22% Add +2.9% 15,082 $3.6M
Empower Advisory Group, LLC 0.01% Add +7.0% 15,023 $3.6M
Brindle & Bay Financial Advisors, LLC 1.78% Add +25.5% 15,005 $3.6M
SVB Wealth LLC 0.22% Reduce -0.3% 14,939 $3.5M
LGL Partners, LLC 1.29% Add +0.3% 14,891 $3.5M
SeaCrest Wealth Management, LLC 0.39% Reduce -16.0% 14,847 $3.5M
Innova Wealth Partners 1.45% Reduce -6.8% 14,814 $3.5M
D'Orazio & Associates, Inc. 0.41% Reduce -4.1% 14,791 $3.5M
Hazlett, Burt & Watson, Inc. 0.92% Reduce -2.3% 14,725 $3.5M
Transamerica Financial Advisors, LLC 0.29% Reduce -9.6% 14,713 $3.5M
Aspetuck Financial Management LLC 2.04% Reduce -1.9% 14,673 $3.5M
Next Capital Management LLC 0.93% Add +0.1% 14,624 $3.5M
Stock Yards Bank & Trust Co. 0.10% Add +9.1% 14,604 $3.5M
St. Clair Advisors, LLC 0.89% Add +1.6% 14,565 $3.4M
Relyea Zuckerberg Hanson LLC 0.29% Add +9.0% 14,564 $3.4M
Bath Savings Trust Co 0.36% Add +1.8% 14,546 $3.4M
Facet Wealth, Inc. 0.05% Add +21.4% 14,504 $3.4M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% No change 14,490 $3.4M
Leo H. Evart, Inc. 2.71% Reduce -0.3% 14,473 $3.4M
Arrowroot Family Office, LLC 0.98% Reduce -4.0% 14,459 $3.4M
Finward Bancorp 2.59% Add +2.0% 14,416 $3.4M
Lynx Investment Advisory 1.12% Add +6.3% 14,397 $3.4M
AAFMAA Wealth Management & Trust LLC 1.19% Add +17.3% 14,374 $3.4M
Awm Capital, LLC 0.27% Add +0.6% 14,362 $3.4M
Belpointe Asset Management LLC 0.11% Reduce -3.8% 14,359 $3.4M
Caldwell Sutter Capital, Inc. 1.28% Add +0.8% 14,323 $3.4M
Madden Advisory Services, Inc. 1.21% Reduce -0.3% 14,293 $3.4M
Southeast Asset Advisors, LLC 0.34% Add +4.4% 14,284 $3.4M
Roundview Capital LLC 0.18% Reduce -1.0% 14,273 $3.4M
Ritholtz Wealth Management 0.05% Add +3.0% 14,259 $3.4M
Texas Capital Bank Wealth Management Services Inc 0.18% Reduce -3.1% 14,214 $3.4M
Tyche Wealth Partners LLC 0.47% Reduce -1.8% 14,101 $3.3M
Choreo, LLC 0.04% Reduce -17.1% 14,085 $3.3M
Bank of Hawaii 0.16% Reduce -1.7% 14,073 $3.3M
One Capital Management, LLC 0.09% No change 15,474 $3.3M
Capital City Trust Co. 0.69% Add +6.5% 14,056 $3.3M
Wilkins Miller Wealth Management, LLC 1.82% Reduce -4.7% 14,021 $3.3M
Tocqueville Asset Management L.P. 0.04% Add +0.0% 13,997 $3.3M
Sterling Wealth Advisors Inc 1.80% No change 13,978 $3.3M
Affiance Financial, LLC 0.48% Add +0.4% 13,972 $3.3M
Bernzott Capital Advisors 1.32% New 13,916 $3.3M
First National Trust Co 0.11% Reduce -3.1% 13,908 $3.3M
Fiduciary Alliance LLC 0.22% Add +1.3% 13,904 $3.3M
Landmark Wealth Management, LLC 0.78% Reduce -1.7% 13,858 $3.3M
W1M Asset Management Ltd 0.03% Reduce -0.7% 13,834 $3.3M
Forza Wealth Management, LLC 1.00% Reduce -1.5% 13,797 $3.3M
Hohimer Wealth Management, LLC 0.34% Add +1.1% 13,700 $3.2M
Graetz Wealth LLC 2.59% Add +3.0% 13,699 $3.2M
LaSalle St. Investment Advisors, LLC 0.40% Reduce -3.8% 13,673 $3.2M
Emerald Advisors, LLC 0.41% Add +9.7% 13,659 $3.2M
WFA of San Diego, LLC 2.65% Reduce -4.5% 13,076 $3.2M
Bfsg, LLC 0.29% Add +9.4% 13,619 $3.2M
Perennial Investment Advisors, LLC 0.21% Add +18.2% 13,604 $3.2M
SRH Advisors, LLC 0.81% Add +8.0% 13,432 $3.2M
Assetmark, Inc. 0.01% Add +21.7% 13,412 $3.2M
Pekin Hardy Strauss, Inc. 0.28% Reduce -0.4% 13,403 $3.2M
American Trust 0.24% Add +523.9% 13,369 $3.2M
RFG Advisory, LLC 0.05% Add +14.8% 13,292 $3.1M
Klaas Financial Asset Advisors, LLC 0.39% Reduce -8.1% 13,274 $3.1M
Dorsey & Whitney Trust CO LLC 0.15% Reduce -2.2% 13,261 $3.1M
International Assets Investment Management, LLC 0.19% Add +14.6% 13,260 $3.1M
Citizens National Bank Trust Department 0.46% Reduce -0.6% 13,163 $3.1M
Archford Capital Strategies, LLC 0.32% Reduce -4.5% 13,163 $3.1M
Montecito Bank & Trust 0.46% Reduce -4.8% 13,125 $3.1M
Focused Alpha, LLC 0.79% Add +1.3% 13,047 $3.1M
Caldwell Trust Co 0.25% Add +0.2% 13,040 $3.1M
Tobias Financial Advisors, Inc. 0.39% Reduce -0.1% 13,006 $3.1M
Summit Wealth Group LLC / Co. 0.25% Reduce -0.3% 12,986 $3.1M
Miramar Capital, LLC 0.67% Add +0.5% 12,942 $3.1M
Joseph P. Lucia & Associates, LLC 0.92% Add +4.8% 12,868 $3.0M
Oliver Luxxe Assets LLC 0.45% Add +3.5% 12,864 $3.0M
Aviance Capital Partners, LLC 0.32% Reduce -0.3% 12,845 $3.0M
Beacon Bridge Wealth Partners, LLC 0.86% Reduce -0.4% 12,778 $3.0M
Gouws Capital LLC 1.41% Reduce -5.7% 12,770 $3.0M
Sonata Capital Group Inc. 0.97% Reduce -0.8% 12,708 $3.0M
Sugar Maple Asset Management, LLC 1.94% Reduce -3.2% 12,703 $3.0M
Asset One Wealth Management LLC 0.32% Add +0.6% 12,634 $3.0M
Nicolet Bankshares Inc. 0.10% Reduce -3.0% 12,549 $3.0M
Cornerstone Management, Inc. 0.43% Add +1.6% 12,644 $3.0M
LeClair Wealth Partners LLC 1.54% New 12,599 $3.0M
Verity & Verity, LLC 0.20% Reduce -1.0% 12,557 $3.0M
Anchor Investment Management, LLC 0.22% Reduce -1.1% 12,473 $3.0M
71 West Capital Partners 0.10% No change 12,442 $2.9M
Regions Financial Corp. 0.02% Reduce -1.5% 12,371 $2.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.06% Add +1.6% 12,361 $2.9M
Baxter Bros Inc. 0.34% Add +40.2% 12,280 $2.9M
Evercore Wealth Management, LLC 0.04% Add +0.7% 12,260 $2.9M
Cornell Pochily Investment Advisors, Inc. 0.78% New 12,258 $2.9M
North Star Asset Management Inc. 0.11% Add +0.0% 12,243 $2.9M
Walkner Condon Financial Advisors LLC 0.33% Reduce -4.4% 12,230 $2.9M
Burling Wealth Partners, LLC 0.42% Reduce -2.9% 12,193 $2.9M
Sunburst Financial Group, LLC 0.48% Reduce -0.4% 12,158 $2.9M
Private Trust Co. NA 0.23% Reduce -17.3% 12,125 $2.9M
Peak Retirement Planning, Inc. 0.45% Add +14.4% 12,101 $2.9M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.92% Add +0.6% 12,031 $2.9M
Sage Investment Advisers LLC 1.92% Add +2.1% 12,069 $2.9M
Earned Wealth Advisors, LLC 0.18% Reduce -46.6% 12,067 $2.9M
Madison Asset Management, LLC 0.03% Add +6.7% 12,022 $2.8M
Wealthcare Capital Partners, LLC 1.17% Add +6.3% 12,003 $2.8M
Crewe Advisors LLC 0.20% Add +13.1% 11,954 $2.8M
Advocate Investing Services LLC 2.17% Reduce -24.9% 11,917 $2.8M
Nicholson Meyer Capital Management, Inc. 1.88% Reduce -1.6% 11,903 $2.8M
Patton Albertson Miller Group, LLC 0.28% Reduce -4.0% 11,887 $2.8M
ASO GROUP Ltd 1.19% No change 11,880 $2.8M
AdvisorNet Financial, Inc 0.13% Add +53.4% 11,845 $2.8M
Charter Capital Management, LLC\DE 1.24% Reduce -3.3% 11,843 $2.8M
Philadelphia Trust Co. 0.18% Reduce -45.9% 11,843 $2.8M
Revisor Wealth Management LLC 0.67% Add +10.2% 11,787 $2.8M
Becker Capital Management Inc. 0.07% No change 11,783 $2.8M
Tower Bridge Advisors 0.25% Reduce -5.4% 11,701 $2.8M
American Institute for Advanced Investment Management, LLP 1.59% Reduce -5.0% 11,666 $2.8M
Opus Capital Group, LLC 0.27% Reduce -5.6% 11,662 $2.8M
Advisory Research Inc. 0.28% No change 11,658 $2.8M
Weinberger Asset Management, Inc 0.88% Reduce -0.7% 11,394 $2.7M
Clear Wave Wealth Management LLC 0.61% Add +2.8% 11,556 $2.7M
Federation des caisses Desjardins du Quebec 0.01% Reduce -2.8% 11,514 $2.7M
Capital Investment Advisory Services, LLC 0.17% Reduce -1.9% 11,495 $2.7M
Equity Wealth Partners, LLC 0.98% Add +2.1% 11,491 $2.7M
AIMZ Investment Advisors, LLC 0.75% Add +0.0% 11,485 $2.7M
Latitude Advisors, LLC 1.08% Add +2.2% 11,461 $2.7M
CGN Advisors LLC 0.20% Reduce -1.1% 11,441 $2.7M
Thrive Capital Management, LLC 0.51% Add +7.9% 11,421 $2.7M
Vision Retirement, LLC 0.65% Reduce -6.7% 11,411 $2.7M
Colonial Trust Co / SC 0.34% No change 11,367 $2.7M
Roberts Glore & Co. Inc. 0.66% Reduce -0.9% 11,339 $2.7M
Andrews Advisory Associates, LLC 1.28% Add +0.2% 11,299 $2.7M
Lansing Street Advisors 0.57% Add +63.0% 11,287 $2.7M
Simplicity Wealth,LLC 0.09% Add +14.4% 11,261 $2.7M
Kwmg, LLC 0.19% Reduce -11.8% 11,257 $2.7M
Founders Financial Alliance, LLC 0.35% Add +13.4% 11,233 $2.7M
Tandem Capital Management Corp. 1.12% Add +0.3% 11,209 $2.7M
Eq Wealth Advisors, LLC 1.46% Reduce -1.8% 11,203 $2.7M
Evanson Financial, LLC 0.13% — 11,191 $2.6M
Pitti Group Wealth Management, LLC 1.93% Reduce -0.4% 11,189 $2.6M
Hicks Capital Management LLC 2.17% No change 11,179 $2.6M
Continuum Advisory, LLC 0.21% Add +113.5% 11,160 $2.6M
Colter Lewis Investment Partners LLC 1.17% Reduce -0.1% 11,150 $2.6M
Certified Advisory Corp 0.21% Reduce -1.4% 11,147 $2.6M
Williams Jones Wealth Management, LLC. 0.03% Reduce -0.2% 11,051 $2.6M
Trademark Financial Management, LLC 1.06% Add +49.5% 10,969 $2.6M
Duncan Williams Asset Management, LLC 0.58% Reduce -0.6% 10,967 $2.6M
Versant Capital Management, Inc 0.23% Add +5.0% 10,915 $2.6M
Van Hulzen Asset Management, LLC 0.18% Add +0.0% 10,883 $2.6M
TPG Advisors LLC 1.41% Add +3.9% 10,855 $2.6M
Independent Advisor Alliance 0.06% Reduce -97.2% 10,809 $2.6M
Petix & Botte Co 0.51% Add +134.7% 10,764 $2.5M
Amplius Wealth Advisors, LLC 0.19% Reduce -4.2% 10,763 $2.5M
WNY Asset Management, LLC 0.23% Reduce -0.1% 10,726 $2.5M
Thoroughbred Financial Services, LLC 0.12% Reduce -10.3% 10,713 $2.5M
Wellspring Financial Advisors, LLC 0.17% Reduce -7.8% 10,693 $2.5M
Centennial Advisors, LLC 3.01% Add +2.7% 10,652 $2.5M
Wedbush Securities Inc. 0.06% Add +15.5% 10,629 $2.5M
Ballast Financial Advisors LLC 2.27% Add +2.2% 10,602 $2.5M
Strategic Wealth Partners, Ltd. 0.15% Reduce -1.3% 10,579 $2.5M
Keel Point, LLC 0.15% Add +0.2% 10,566 $2.5M
Gerber Kawasaki Wealth & Investment Management 0.07% Reduce -1.3% 10,560 $2.5M
Thayer Partners, LLC / MA 1.03% Add +1.0% 10,538 $2.5M
Atticus Wealth Management, LLC 0.59% Add +0.3% 10,496 $2.5M
Capstone Wealth Management Group, Inc. 1.49% — 10,469 $2.5M
Smith Salley Wealth Management 0.11% No change 10,430 $2.5M
Black Diamond Financial, LLC 0.22% Reduce -0.4% 10,416 $2.5M
FC Advisory LLC 0.65% Reduce -3.1% 10,401 $2.5M
Range Advisory, LLC 0.29% Add +27.0% 10,369 $2.5M
CJM Wealth Advisers, Ltd. 0.64% No change 10,313 $2.4M
Leeward Financial Partners, LLC 0.64% Reduce -17.9% 10,309 $2.4M
Oakmont Advisory Group, LLC 2.04% Add +5.5% 10,244 $2.4M
Macco Financial Group, Inc. 1.57% Reduce -84.8% 10,243 $2.4M
Acima Private Wealth, LLC 0.70% No change 10,225 $2.4M
Tudor Financial Inc. 1.09% Reduce -0.6% 10,210 $2.4M
Richard C. Young & CO., LTD. 0.18% Reduce -0.2% 10,182 $2.4M
SageView Advisory Group, LLC 0.08% Add +18.8% 10,169 $2.4M
CFS Investment Advisory Services, LLC 0.16% Add +2.6% 10,036 $2.4M
BOS Asset Management, LLC 0.56% Add +0.9% 10,114 $2.4M
LRI Investments, LLC 0.19% Reduce -0.3% 10,093 $2.4M
Meridian Financial Advisors, LLC 1.14% Reduce -1.2% 10,018 $2.4M
Cassaday & Co Wealth Management LLC 0.04% Reduce -5.9% 9,976 $2.4M
RPG Investment Advisory, LLC 0.24% Add +1.4% 9,958 $2.4M
Excalibur Management Corp. 0.78% Add +15.7% 9,953 $2.4M
KDT Advisors, LLC 3.25% No change 9,940 $2.4M
Bitterroot Capital Advisors LLC 1.42% Add +0.1% 9,940 $2.4M
Lowe Brockenbrough & Co. Inc. 0.10% No change 9,926 $2.3M
Defined Wealth Management, LLC 1.20% Reduce -0.5% 9,866 $2.3M
Durante & Waters, LLC 1.53% Reduce -0.9% 9,858 $2.3M
Great Lakes Advisors, LLC 0.02% Reduce -1.8% 9,854 $2.3M
LexAurum Advisors, LLC 0.27% Add +10.2% 9,828 $2.3M
GK Wealth Management LLC 1.40% New 9,808 $2.3M
Robinson Smith Wealth Advisors LLC 1.39% Reduce -1.9% 9,807 $2.3M
MKT Advisors LLC 0.72% Reduce -1.9% 9,680 $2.3M
Note Advisors, LLC 1.00% Add +3.5% 9,769 $2.3M
TrueWealth Advisors, LLC 0.52% Reduce -0.1% 9,766 $2.3M
Ferguson Wellman Capital Management, Inc. 0.03% No change 9,766 $2.3M
Shira Ridge Wealth Management 0.80% Add +0.0% 9,675 $2.3M
Joseph Group Capital Management 0.48% Reduce -3.4% 9,666 $2.3M
Berger Financial Group, Inc 0.12% Add +30.2% 9,587 $2.3M
Destination Wealth Management 0.05% Reduce -0.1% 9,563 $2.3M
Ridgewood Investments LLC 0.84% Add +6.4% 9,538 $2.3M
Saxon Interests, Inc. 0.62% Reduce -7.4% 9,493 $2.2M
Crescent Grove Advisors, LLC 0.19% Add +8.9% 9,491 $2.2M
SC&H Financial Advisors, Inc. 0.30% Add +0.1% 9,489 $2.2M
Core Wealth Advisors, Inc. 0.45% Add +8.3% 9,457 $2.2M
Spinnaker Investment Group, LLC 0.36% Add +2.8% 9,396 $2.2M
Discipline Wealth Solutions, LLC 0.19% Reduce -1.1% 9,393 $2.2M
Thompson Davis & Co., Inc. 1.32% Reduce -2.0% 9,363 $2.2M
Fort Washington Investment Advisors Inc. 0.01% No change 9,290 $2.2M
Johnson Bixby & Associates, LLC 0.24% Reduce -1.5% 9,236 $2.2M
Valley Forge Investment Consultants Inc. Adv 0.56% Add +0.3% 9,197 $2.2M
Realta Investment Advisors 0.67% Add +4.1% 9,176 $2.2M
Blossom Wealth Management 3.04% Add +2.6% 9,108 $2.2M
Round Rock Advisors LLC 0.28% Reduce -0.6% 9,107 $2.2M
Sweeney & Michel, LLC 0.57% Reduce -0.6% 8,784 $2.2M
Successful Portfolios LLC 1.01% Add +3.6% 9,018 $2.2M
Atlantic Union Bankshares Corp 0.04% Reduce -7.9% 9,075 $2.1M
Wetzel Investment Advisors, Inc. 0.74% Reduce -2.1% 9,036 $2.1M
Capital Advisors Inc. 0.03% Reduce -1.1% 9,023 $2.1M
Peck Wealth Management, LLC 1.80% No change 9,006 $2.1M
Fortis Capital Advisors, LLC 0.24% Add +0.2% 8,997 $2.1M
Reynders McVeigh Capital Management, LLC 0.09% Reduce -17.7% 8,966 $2.1M
IRON Financial LLC 0.88% Reduce -2.7% 8,966 $2.1M
Nova R Wealth, Inc. 0.62% Reduce -0.1% 8,955 $2.1M
truNorth Financial Services, Inc. 1.90% Add +3.0% 8,949 $2.1M
Mascoma Wealth Management LLC 0.39% Reduce -11.0% 8,941 $2.1M
Members Wealth LLC 1.16% Reduce -3.8% 8,909 $2.1M
Comprehensive Financial Consultants Institutional, Inc. 0.56% Reduce -7.0% 8,896 $2.1M
Key Client Fiduciary Advisors, LLC 0.61% Add +8.6% 8,888 $2.1M
Coppell Advisory Solutions LLC 0.17% New 16,243 $2.1M
LOM Asset Management Ltd 0.54% Reduce -35.0% 8,765 $2.1M
Sepio Capital, LP 0.10% Add +48.6% 8,748 $2.1M
Alchemi Wealth, LLC 0.97% Add +72.7% 8,717 $2.1M
Lanark Financial, Inc. 0.14% Reduce -16.7% 8,680 $2.1M
Motco 0.18% Reduce -0.2% 8,654 $2.0M
Granville Capital, Inc. 0.91% Add +0.2% 8,627 $2.0M
Keudell/Morrison Wealth Management 0.39% Add +0.8% 8,610 $2.0M
Silverlake Wealth Management LLC 0.39% Reduce -6.0% 8,590 $2.0M
TAGStone Capital, Inc. 0.64% Add +11.6% 8,516 $2.0M
Larson Financial Group LLC 0.05% Add +7.8% 8,493 $2.0M
Collective Family Office LLC 0.41% Add +1.4% 8,458 $2.0M
Marble Harbor Investment Counsel, LLC 0.20% Add +3.9% 8,434 $2.0M
Cutler Investment Counsel LLC 0.19% Reduce -0.0% 8,402 $2.0M
PGIM Custom Harvest LLC 0.02% Reduce -20.7% 8,373 $2.0M
Red Mountain Financial, LLC 1.66% Add +0.1% 8,368 $2.0M
Columbia River Financial Group, LLC 1.06% Reduce -69.5% 8,360 $2.0M
NovaPoint Capital, LLC 0.41% New 8,353 $2.0M
M.E. Allison & Co., Inc. 1.14% Reduce -0.2% 8,342 $2.0M
Bragg Financial Advisors, Inc 0.05% Reduce -1.7% 8,299 $2.0M
Orion Porfolio Solutions, LLC 0.01% Add +8.7% 8,274 $2.0M
Vident Advisory, LLC 0.01% No change 8,251 $2.0M
Bridgewealth Advisory Group, LLC 0.37% Reduce -4.0% 8,200 $1.9M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 1.52% Reduce -5.3% 8,167 $1.9M
Planning Center, Inc. 0.18% Reduce -2.9% 8,163 $1.9M
Cape Cod Five Cents Savings Bank 0.16% — 8,128 $1.9M
CPC Advisors, LLC 0.26% Add +0.7% 8,124 $1.9M
Vestor Capital, LLC 0.12% Add +557.3% 5,193 $1.9M
Traphagen Investment Advisors LLC 0.14% Add +2.7% 8,112 $1.9M
Independent Solutions Wealth Management, LLC 0.25% No change 8,093 $1.9M
Moneco Advisors, LLC 0.12% Add +11.2% 8,088 $1.9M
Orgel Wealth Management, LLC 0.04% Add +40.3% 8,075 $1.9M
Bryant Woods Investment Advisors, LLC 0.53% Add +61.0% 8,073 $1.9M
Madison Park Capital Advisors, LLC 1.36% Add +106.0% 16,237 $1.9M
Impact Capital Partners LLC 0.52% Reduce -0.6% 8,043 $1.9M
Eastern Bank 0.03% Reduce -3.0% 7,967 $1.9M
WESCAP Management Group, Inc. 0.35% Reduce -1.5% 7,964 $1.9M
Kane Investment Management, Inc. 0.80% Reduce -0.7% 7,964 $1.9M
Decker Retirement Planning Inc. 0.64% Add +17.6% 7,897 $1.9M
Chicago Capital, LLC 0.04% Reduce -3.8% 7,885 $1.9M
Midwestern Financial, LLC 1.30% Add +0.4% 7,857 $1.9M
Evexia Wealth LLC 0.50% Add +30.0% 7,742 $1.9M
BNC Wealth Management, LLC 0.45% Add +0.3% 7,827 $1.9M
Inspirion Wealth Advisors, LLC 0.21% No change 7,810 $1.8M
Carret Asset Management, LLC 0.16% Add +2.1% 7,799 $1.8M
Sei Investments Co. 0.00% Add +2.7% 7,771 $1.8M
Old North State Wealth Management, LLC 0.78% Reduce -4.0% 7,743 $1.8M
Horst & Graben Wealth Management LLC 0.24% Reduce -4.3% 7,733 $1.8M
Nuveen, LLC 0.00% New 7,703 $1.8M
Invesco Ltd. 0.00% Add +2.7% 7,689 $1.8M
Bienville Capital Management, LLC 0.26% Add +0.1% 7,652 $1.8M
WBH Advisory Inc. 0.12% Reduce -1.5% 7,647 $1.8M
Decker Wealth Management LLC 0.38% No change 7,636 $1.8M
CDKV Holdings LLC 1.41% Reduce -5.7% 7,627 $1.8M
Sand Hill Global Advisors, LLC 0.05% Reduce -1.1% 7,626 $1.8M
Fortitude Advisory Group L.L.C. 0.69% Add +0.2% 7,615 $1.8M
Piedmont Capital Management, LLC 0.91% Add +0.3% 7,600 $1.8M
Ironwood Investment Counsel, LLC 0.24% Add +7.0% 7,591 $1.8M
Capstone Wealth Management Group, LLC 0.63% Add +0.4% 7,567 $1.8M
Bokf, NA 0.02% Reduce -1.9% 7,564 $1.8M
Kelman-Lazarov, Inc. 0.23% Reduce -1.3% 7,521 $1.8M
Elm Partners Management LLC 0.06% Add +3.0% 7,439 $1.8M
Birchcreek Wealth Management, LLC 0.68% Reduce -1.6% 7,429 $1.8M
Arq Wealth Advisors, LLC 0.22% Reduce -6.8% 7,387 $1.8M
Stanich Group LLC 1.10% Reduce -6.9% 7,397 $1.8M
Blue Trust, Inc. 0.02% Reduce -17.1% 7,375 $1.7M
Renaissance Technologies 0.00% Reduce -24.2% 7,352 $1.7M
Lake Street Private Wealth, LLC 0.20% Reduce -0.3% 7,337 $1.7M
First American Bank 0.10% No change 7,334 $1.7M
Arbor Wealth Advisors LLC 1.06% Add +0.1% 7,330 $1.7M
Nadler Financial Group, Inc. 0.15% No change 7,329 $1.7M
MOR Wealth Management, LLC 0.69% No change 7,322 $1.7M
Mystic Asset Management, Inc. 0.37% Add +0.6% 7,314 $1.7M
Navis Wealth Advisors, LLC 0.66% Add +0.3% 7,301 $1.7M
Monograph Wealth Advisors, LLC 0.14% Reduce -1.3% 7,284 $1.7M
Wesbanco Bank Inc. 0.04% Add +2.3% 7,236 $1.7M
Darrow Company, Inc. 0.66% No change 7,185 $1.7M
KLCM Advisors, Inc. 0.14% Add +12.0% 7,171 $1.7M
Strategic Investment Solutions, Inc. 0.39% Reduce -8.7% 7,143 $1.7M
Integras Partners LLC 0.93% Reduce -1.4% 7,121 $1.7M
Compass Financial Services Inc 0.63% Add +0.2% 7,100 $1.7M
Power Wealth Management LLC 0.57% Reduce -6.5% 7,067 $1.7M
Advisory Solutions Group, LLC 0.57% — 7,059 $1.7M
Catalyst Financial Partners LLC 0.17% Add +5.4% 7,056 $1.7M
Daymark Wealth Partners, LLC 0.04% Add +13.0% 7,038 $1.7M
Marathon Wealth Advisors LLC 0.57% Add +6.8% 7,012 $1.7M
Saxony Capital Management, LLC 0.76% Add +1.2% 6,997 $1.7M
Christensen, King & Associates Investment Services, Inc. 0.66% No change 6,991 $1.7M
SLT Holdings LLC 1.06% Reduce -21.1% 6,989 $1.7M
Townsend Asset Management Corp. /NC/ 0.53% Add +0.2% 6,981 $1.7M
Wolff Financial Management LLC 0.33% Add +0.0% 6,966 $1.6M
HORAN Wealth, LLC 0.21% Reduce -50.9% 6,950 $1.6M
Essex Bank 0.36% Add +2.2% 6,949 $1.6M
Bluesphere Advisors LLC 0.51% Add +0.3% 6,935 $1.6M
Stone Loft Wealth Management LLC 0.93% Reduce -39.3% 6,911 $1.6M
NorthCrest Asset Manangement, LLC 0.04% Add +588.6% 6,859 $1.6M
Patten Group, Inc. 0.25% Reduce -22.2% 6,904 $1.6M
Evergreen Advisors, LLC 0.35% Reduce -0.2% 6,883 $1.6M
Avior Wealth Management, LLC 0.04% Reduce -8.4% 6,880 $1.6M
Silver Lake Advisory, LLC 0.58% Add +2.4% 6,868 $1.6M
Capital Squared Financial LLC 1.06% Add +10.6% 6,841 $1.6M
Carson Advisory Inc. 0.74% Add +7.6% 6,839 $1.6M
Tarbox Family Office, Inc. 0.23% Reduce -2.3% 6,825 $1.6M
Crux Wealth Advisors 0.56% Add +0.5% 6,799 $1.6M
First Command Advisory Services, Inc. 0.01% Reduce -44.1% 6,784 $1.6M
Biltmore Family Office, LLC 0.21% No change 6,771 $1.6M
XML Financial, LLC 0.12% Reduce -5.2% 6,754 $1.6M
Asempa Wealth Advisors 1.22% Reduce -7.8% 6,749 $1.6M
Valeo Financial Advisors, LLC 0.03% Reduce -2.9% 6,736 $1.6M
Duncker Streett & Co. Inc. 0.27% Reduce -2.3% 6,724 $1.6M
Everett Harris & Co. 0.02% No change 6,720 $1.6M
Webster Bank, N. A. 0.14% Add +26.5% 6,716 $1.6M
Atlantic Edge Private Wealth Management, LLC 0.32% Add +0.0% 6,687 $1.6M
RDA Financial Network 0.35% Add +4.2% 6,685 $1.6M
Odyssey Capital Advisors, Inc. 1.13% Reduce -2.6% 6,680 $1.6M
Aries Wealth Management 0.31% Reduce -0.8% 6,679 $1.6M
Adkins Seale Capital Management LLC 1.41% No change 6,677 $1.6M
Asset Allocation Strategies LLC 0.24% Reduce -8.1% 6,674 $1.6M
Mascagni Wealth Management, Inc. 0.98% Add +0.1% 6,668 $1.6M
Keeler & Nadler Financial Planning & Wealth Management 0.45% Add +2.7% 6,666 $1.6M
ICONIQ Capital, LLC 0.05% Reduce -59.6% 6,644 $1.6M
Weik Capital Management 0.60% Add +0.1% 6,620 $1.6M
Sovereign Financial Group, Inc. 0.24% Reduce -3.7% 6,576 $1.6M
Manhattan West Asset Management, LLC 0.26% No change 6,547 $1.5M
RM Financial Services, LLC 1.15% Add +6.9% 6,540 $1.5M
Barclays PLC 0.00% Add +9.4% 6,530 $1.5M
Aua Capital Management, LLC 0.71% Reduce -1.1% 6,504 $1.5M
Hartmann Taylor Wealth Management, LLC 1.02% No change 7,154 $1.5M
Mayfair Advisory Group, LLC 0.46% Add +0.8% 6,446 $1.5M
Bulwark Capital Corp 0.86% Reduce -45.4% 6,485 $1.5M
National Philanthropic Trust 0.02% No change 6,485 $1.5M
Ethos Financial Group, LLC 0.10% Add +2.0% 6,429 $1.5M
Community Bank, N.A. 0.16% Reduce -1.1% 6,439 $1.5M
Well Done, LLC 0.20% Reduce -0.1% 6,420 $1.5M
CWA Asset Management Group, LLC 0.05% Add +36.4% 6,418 $1.5M
Busey Bank 0.04% Add +2.5% 6,382 $1.5M
C M Bidwell & Associates Ltd. 0.62% Add +0.4% 6,359 $1.5M
Syverson Strege & Co 0.33% No change 6,336 $1.5M
GWN Securities Inc. 0.25% Add +0.4% 6,299 $1.5M
Creative Financial Designs Inc. 0.07% Add +6.6% 6,291 $1.5M
MFA Wealth Services 0.89% Add +0.2% 6,282 $1.5M
Burke & Herbert Bank & Trust Co. 0.37% Add +24.8% 6,279 $1.5M
RiverFront Investment Group, LLC 0.02% Add +7.6% 6,258 $1.5M
Pps&v Asset Management Consultants, Inc. 0.80% Reduce -7.5% 6,252 $1.5M
Godshalk Welsh Capital Management, Inc. 0.79% Reduce -6.0% 6,234 $1.5M
Dempze Nancy E 0.71% No change 6,231 $1.5M
Ignite Planners, LLC 0.20% Add +0.8% 6,192 $1.5M
Angeles Wealth Management, LLC 0.07% Add +2.8% 6,177 $1.5M
Broyhill Asset Management, LLC 1.29% Reduce -2.9% 6,154 $1.5M
Horizon Wealth Management, LLC 0.19% Reduce -0.1% 6,143 $1.5M
Towerpoint Wealth, LLC 0.50% Add +4.0% 6,135 $1.5M
Edgestream Partners, L.P. 0.04% Add +391.5% 6,134 $1.5M
Gutierrez Wealth Advisory, LLC 0.84% Add +0.4% 6,127 $1.4M
Institute for Wealth Management, LLC. 0.13% Add +0.1% 6,124 $1.4M
Cantor Fitzgerald Investment Advisors L.P. 0.10% Reduce -0.8% 6,095 $1.4M
Nilsine Partners, LLC 0.10% Reduce -1.9% 6,090 $1.4M
Rockland Trust Co. 0.06% No change 6,090 $1.4M
Cooper/Haims Advisors, LLC 0.62% No change 6,086 $1.4M
Bison Wealth, LLC 0.13% Add +28.7% 6,014 $1.4M
Rothschild Wealth LLC 0.11% Reduce -6.5% 6,041 $1.4M
Wiser Wealth Management, Inc 0.27% Reduce -2.8% 6,033 $1.4M
Harmony Asset Management LLC 0.38% Add +2.1% 6,026 $1.4M
Ashton Thomas Securities, LLC 0.21% Reduce -0.0% 6,025 $1.4M
American State Bank (Iowa) 0.58% No change 6,020 $1.4M
KOM Wealth Management Group, LLC 0.86% Add +2.1% 6,004 $1.4M
Essex LLC 0.21% Add +0.4% 5,962 $1.4M
Churchill Financial Advisors, LLC 0.27% Add +0.4% 5,961 $1.4M
Palisade Asset Management, LLC 0.13% Add +9.2% 5,957 $1.4M
Callan Family Office, LLC 0.03% Reduce -15.7% 5,918 $1.4M
LCNB Corp. 0.43% Add +1.7% 5,898 $1.4M
Cypress Capital Group 0.13% Add +13.5% 5,894 $1.4M
Littlejohn Financial Services, Inc. 1.01% Reduce -0.6% 5,873 $1.4M
Front Row Advisors LLC 0.40% Reduce -0.8% 5,631 $1.4M
Trevian Wealth Management LLC 0.59% No change 5,835 $1.4M
RVW Wealth, LLC 0.09% Add +3.0% 5,801 $1.4M
Clear Point Advisors Inc. 1.21% New 5,792 $1.4M
Objective Capital Management, LLC 1.22% Add +0.0% 5,790 $1.4M
Abacus Wealth Partners, LLC 0.14% No change 5,789 $1.4M
Turn8 Private Wealth Inc. 0.91% Reduce -25.2% 5,788 $1.4M
Private Management Group Inc. 0.04% Reduce -0.9% 5,774 $1.4M
Evernest Financial Advisors, LLC 0.29% Add +0.3% 5,771 $1.4M
Fiduciary Family Office, LLC 0.34% No change 5,766 $1.4M
Leonard Rickey Investment Advisors P.L.L.C. 0.21% Add +0.1% 5,743 $1.4M
Forum Financial Management, LP 0.02% Reduce -13.1% 5,685 $1.3M
Calton & Associates, Inc. 0.20% Add +1.0% 5,667 $1.3M
Fiduciary Group, LLC 0.11% Reduce -0.4% 5,661 $1.3M
Gallacher Capital Management LLC 0.75% Add +0.1% 5,658 $1.3M
WealthCare Investment Partners, LLC 0.32% Add +0.7% 5,637 $1.3M
BCS Wealth Management 0.24% Add +67.8% 5,634 $1.3M
Wolfstich Capital, LLC 1.03% No change 5,581 $1.3M
Ridge Creek Global, Inc 1.04% Reduce -3.4% 5,625 $1.3M
BTG Pactual Asset Management US LLC 0.10% Reduce -5.7% 5,603 $1.3M
Luminvest Wealth Management LLC 0.31% Reduce -3.8% 5,582 $1.3M
ERn Financial, LLC 0.22% Reduce -0.9% 5,577 $1.3M
OakTrust Wealth Advisors, LLC 1.14% No change 5,576 $1.3M
Center for Financial Planning, Inc. 0.12% Add +10.4% 5,550 $1.3M
McAdam, LLC 0.05% Reduce -9.0% 5,550 $1.3M
Approach Retirement Advisors, LLC 0.95% Reduce -1.1% 5,533 $1.3M
Trifecta Capital Advisors, LLC 0.17% Reduce -0.0% 5,519 $1.3M
MW Advisory, LLC 0.52% — 5,513 $1.3M
Atlas Legacy Advisors, LLC 0.19% Add +18.3% 5,507 $1.3M
Baldwin Wealth Partners LLC 0.09% Add +0.1% 5,503 $1.3M
Redwood Family Wealth LLC 1.15% Reduce -4.8% 5,501 $1.3M
Douglass Winthrop Advisors, LLC 0.02% Reduce -8.3% 5,500 $1.3M
Lincoln Capital Corp. 0.42% No change 5,495 $1.3M
Northwest Bancshares, Inc. 0.23% No change 5,493 $1.3M
Legacy Trust 0.23% No change 5,477 $1.3M
Mosaic Family Wealth Partners, LLC 0.09% Add +7.6% 5,462 $1.3M
Strategic Financial Services, Inc. 0.06% No change 5,448 $1.3M
Mark Sheptoff Financial Planning, LLC 0.68% Reduce -1.8% 5,437 $1.3M
Ascent Group, LLC 0.04% Reduce -15.0% 5,433 $1.3M
Avidian Wealth Enterprises, LLC 0.04% Add +1.4% 5,428 $1.3M
Secure Asset Management, LLC 0.18% No change 5,423 $1.3M
Keystone Global Partners, LLC 0.49% Reduce -3.7% 5,400 $1.3M
Envestnet Portfolio Solutions, Inc. 0.01% Add +39.1% 5,398 $1.3M
Triad Wealth Partners, LLC 0.08% Add +154.5% 5,311 $1.3M
Clark Capital Management Group, Inc. 0.01% Add +13.0% 5,350 $1.3M
Tsfg, LLC 0.16% Reduce -0.1% 5,332 $1.3M
Great Diamond Partners, LLC 0.22% Add +0.5% 5,328 $1.3M
Sutton Place Investors LLC 0.61% No change 5,311 $1.3M
Moody LYNN Lieberson & Walker, LLC 0.07% No change 5,307 $1.3M
BOK Financial Private Wealth, Inc. 0.06% Reduce -0.8% 5,288 $1.3M
Councilor Wealth, LLC 0.51% Reduce -0.7% 5,275 $1.2M
Mitchell McLeod Pugh & Williams Inc. 0.15% Reduce -0.9% 5,272 $1.2M
Accredited Investors Inc. 0.05% Add +17.6% 5,255 $1.2M
Bayban 0.95% No change 5,254 $1.2M
Rockingstone Advisors LLC 0.50% Add +4.2% 5,241 $1.2M
Midway Capital Research & Management 0.98% Add +1.5% 5,236 $1.2M
Root Financial Partners, LLC 0.05% Reduce -28.4% 5,229 $1.2M
Everhart Financial Group, Inc. 0.08% Reduce -71.1% 5,226 $1.2M
Wealth Dimensions Group, Ltd. 0.22% No change 5,222 $1.2M
Silver Oak Wealth Advisors Services, LLC 0.74% Reduce -0.8% 5,221 $1.2M
Moulton Wealth Management, Inc. 0.81% New 5,211 $1.2M
Investment Planning Advisors, Inc. 0.28% Reduce -2.5% 5,197 $1.2M
Allspring Global Investments Holdings, LLC 0.00% Add +11.9% 5,167 $1.2M
Mayport, LLC 0.19% Reduce -0.8% 5,183 $1.2M
DF Dent & Co. Inc. 0.02% Reduce -0.2% 5,179 $1.2M
Vicus Capital 0.08% Add +12.3% 5,168 $1.2M
Partners Capital Investment Group, LLP 0.04% Add +0.4% 5,155 $1.2M
Perkins Coie Trust Co 0.20% No change 5,153 $1.2M
Trueblood Wealth Management, LLC 0.43% Add +2.8% 5,147 $1.2M
National Wealth Management Group, LLC 0.38% Reduce -0.9% 5,138 $1.2M
IFG Advisors, LLC 0.17% Add +9.6% 5,130 $1.2M
Parr McKnight Wealth Management Group, LLC 0.14% Reduce -0.3% 5,113 $1.2M
Sage Capital Advisors,llc 0.25% Add +1.6% 5,111 $1.2M
DBK Financial Counsel, LLC 1.01% Reduce -10.5% 5,104 $1.2M
RTD Financial Advisors, Inc. 0.13% Add +14.0% 5,090 $1.2M
Northwest Wealth Management, LLC 0.16% Add +7.8% 5,085 $1.2M
Financial Partners Group, Inc 0.12% Add +0.4% 5,066 $1.2M
Alliancebernstein L.P. 0.00% No change 5,566 $1.2M
Independent Wealth Network Inc. 0.30% Add +1.4% 5,040 $1.2M
Quaker Wealth Management, LLC 0.35% Reduce -10.5% 5,032 $1.2M
Roxbury Financial LLC 0.94% Add +0.1% 5,029 $1.2M
Elevatus Welath Management 0.29% Add +73.3% 5,028 $1.2M
Invst, LLC 0.12% Add +0.1% 5,018 $1.2M
Ballast Rock Private Wealth LLC 0.55% Add +0.7% 5,012 $1.2M
Indiana Trust & Investment Management Co 0.32% No change 4,995 $1.2M
Ledgewood Wealth Advisors, LLC 0.63% Reduce -8.1% 4,985 $1.2M
Cedarwood Wealth LLC 0.89% Add +10.3% 4,984 $1.2M
Patten & Patten Inc. 0.06% Add +9.7% 4,980 $1.2M
Collaborative Wealth Managment Inc. 0.49% Add +0.1% 4,950 $1.2M
MA Private Wealth 0.17% No change 4,926 $1.2M
Maple Capital Management, Inc. 0.07% Add +6.5% 4,921 $1.2M
Trace Wealth Advisors, LLC 0.76% No change 4,918 $1.2M
Beacon Capital Management, LLC 0.17% Reduce -7.1% 4,918 $1.2M
Insight Advisors, LLC/ PA 0.20% Reduce -2.6% 4,912 $1.2M
Blake Schutter Theil Wealth Advisors, LLC 0.78% Add +0.0% 4,881 $1.2M
Catalyst Investment Management LLC 1.05% Add +108.9% 4,878 $1.2M
Samalin Investment Counsel, LLC 0.37% Add +5.3% 4,866 $1.2M
Cranbrook Wealth Management, LLC 0.22% No change 4,863 $1.2M
Lakeside Advisors, INC. 0.72% Add +80.9% 4,863 $1.2M
O'ROURKE & COMPANY, Inc 0.40% Reduce -0.5% 4,860 $1.2M
Wick Capital Partners, LLC 0.17% Add +9.8% 4,861 $1.2M
GAMCO Investors 0.01% No change 4,854 $1.1M
BBR Partners, LLC 0.05% Add +219.2% 4,842 $1.1M
Advisor Resource Council 0.38% No change 4,789 $1.1M
Summit Financial Wealth Advisors, LLC 0.15% Reduce -2.6% 4,830 $1.1M
Tandem Investment Partners LLC 0.88% Reduce -17.4% 4,825 $1.1M
Magnolia Capital Advisors LLC 0.20% Add +0.0% 4,813 $1.1M
Simmons Bank 0.06% Reduce -4.3% 4,808 $1.1M
Guardsman Private Capital Management, Inc. 0.79% Reduce -8.9% 4,782 $1.1M
Hamilton Wealth, LLC 0.21% Add +0.1% 4,780 $1.1M
Urban Wealth Management, LLC 0.99% Reduce -7.7% 4,778 $1.1M
Sage Mountain Advisors LLC 0.07% Add +8.0% 4,776 $1.1M
Entruity Wealth, LLC 0.73% New 4,760 $1.1M
Sfmg, LLC 0.07% Add +5.1% 4,755 $1.1M
J2 Capital Management Inc 0.76% Reduce -3.4% 4,752 $1.1M
Warther Private Wealth, LLC 0.25% New 4,723 $1.1M
Fisher Asset Management 0.00% Reduce -28.4% 4,720 $1.1M
Sawgrass Asset Management LLC 0.15% No change 4,715 $1.1M
Lester Murray Antman dba SimplyRich 0.26% Add +3110.5% 99,591 $1.1M
Highview Capital Management LLC 0.32% Reduce -14.1% 4,704 $1.1M
Jag Capital Management, LLC 0.10% Reduce -0.6% 4,702 $1.1M
Occidental Asset Management, LLC 0.11% Add +0.5% 4,696 $1.1M
Beta Wealth Group, Inc. 0.42% Add +0.0% 4,683 $1.1M
Gradient Capital Advisors, LLC 0.26% Reduce -5.0% 4,680 $1.1M
Fulton Bank, N.A. 0.03% Reduce -4.8% 4,678 $1.1M
Foster Victor Wealth Advisors, LLC 0.06% No change 4,652 $1.1M
OpenArc Corporate Advisory, LLC 0.01% Add +9.5% 4,664 $1.1M
Canal Capital Management, LLC 0.13% Add +0.5% 4,664 $1.1M
Prairie Advisory, LLC 0.26% — 4,658 $1.1M
Marshall & Sterling Wealth Advisors Inc. 0.65% Reduce -33.2% 4,654 $1.1M
Unify Financial Advisors 1.01% Add +1.4% 4,645 $1.1M
AssuredPartners Investment Advisors, LLC 0.11% Add +0.2% 4,643 $1.1M
Roger Wittlin Investment Advisory, LLC 0.86% Add +0.5% 4,639 $1.1M
Rossmore Private Capital 0.09% Reduce -0.9% 4,638 $1.1M
Sage Rhino Capital LLC 0.18% No change 4,622 $1.1M
Rockwood Wealth Management, LLC 0.07% Add +0.1% 4,586 $1.1M
Rossby Financial, LCC 0.20% Reduce -18.4% 4,632 $1.1M
Greenleaf Trust 0.01% No change 4,554 $1.1M
ABLE Financial Group, LLC 0.18% Add +100.8% 4,550 $1.1M
New World Advisors LLC 0.18% Add +20.6% 4,544 $1.1M
Townsquare Capital LLC 0.20% Reduce -2.1% 4,543 $1.1M
Coastal Bridge Advisors, LLC 0.07% Reduce -0.7% 4,540 $1.1M
Raub Brock Capital Management LP 0.30% Add +1.3% 4,534 $1.1M
Boston Trust Walden Corp 0.01% Add +0.8% 4,521 $1.1M
Legacy Financial Strategies, LLC 0.17% Add +0.0% 4,518 $1.1M
Asset Dedication, LLC 0.07% Add +14.1% 4,514 $1.1M
Flagship Wealth Advisors, LLC 0.24% Add +4.2% 4,514 $1.1M
Cambridge Financial Group, LLC 0.34% Reduce -8.7% 4,503 $1.1M
Agate Pass Investment Management, LLC 0.39% Reduce -3.6% 4,501 $1.1M
Anderson Hoagland & Co. 0.08% No change 4,498 $1.1M
Calamos Wealth Management LLC 0.03% Add +6.3% 4,498 $1.1M
Schmidt P J Investment Management Inc. 0.17% Reduce -1.5% 4,496 $1.1M
Integris Wealth Management, LLC 0.21% No change 4,494 $1.1M
Hobart Private Capital, LLC 0.18% Add +2.6% 4,493 $1.1M
BlueChip Wealth Advisors LLC 0.40% Add +0.0% 4,469 $1.1M
Mason Investment Advisory Services, Inc. 0.04% Add +0.2% 4,468 $1.1M
Newman Dignan & Sheerar, Inc. 0.20% Add +0.3% 4,456 $1.1M
Patrick M Sweeney & Associates, Inc. 0.61% Add +2.4% 4,455 $1.1M
Vanguard Personalized Indexing Management, LLC 0.01% Add +23.4% 4,452 $1.1M
Badgley Phelps Wealth Managers, LLC 0.02% Add +5.1% 4,440 $1.1M
LongView Wealth Management 0.27% Reduce -6.3% 4,436 $1.0M
Morling Financial Advisors, LLC 0.29% Reduce -2.3% 4,435 $1.0M
Foster & Motley Inc. 0.05% Add +34.5% 4,433 $1.0M
Beacon Bank & Trust 0.20% Reduce -59.7% 4,423 $1.0M
Aureus Asset Management, LLC 0.06% Add +6.9% 4,406 $1.0M
Redhawk Wealth Advisors, Inc. 0.10% Add +0.4% 4,398 $1.0M
Wilmington Savings Fund Society, FSB 0.02% No change 4,373 $1.0M
Klingman & Associates, LLC 0.04% Reduce -13.7% 4,372 $1.0M
JRM Investment Counsel, LLC 0.25% Reduce -1.6% 4,344 $1.0M
Millennium Capital Advisors, LLC 0.56% Reduce -3.9% 4,338 $1.0M
Gemmer Asset Management LLC 0.07% Add +16.1% 4,328 $1.0M
Westmount Partners, LLC 0.22% Add +0.0% 4,314 $1.0M
Canandaigua National Bank & Trust Co. 0.09% — 4,307 $1.0M
Cullen/Frost Bankers, Inc. 0.01% Add +5.3% 4,306 $1.0M
Anson Capital, Inc. 0.66% Add +2.2% 4,285 $1.0M
Chancellor Financial Group WB LP 0.63% Reduce -3.6% 4,274 $1.0M
CoreCap Advisors, LLC 0.03% Add +4.3% 4,263 $1.0M
Hopwood Nicholas Hunter 0.27% Add +6.7% 4,213 $997K
Elwood & Goetz Wealth Advisory Group, LLC 0.15% Add +76.1% 4,193 $992K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.36% Add +4.4% 4,191 $992K
Camden National Bank 0.13% Reduce -7.4% 4,179 $989K
Union Savings Bank 0.40% Reduce -17.5% 4,176 $988K
Signal Advisors Wealth, LLC 0.05% Add +34.8% 4,160 $984K
HighRoad Wealth Advisors, LLC 0.83% Reduce -1.5% 4,159 $984K
Aureum Wealth Management, LLC 0.61% Reduce -1.5% 4,150 $982K
Sterling Investment Advisors, Ltd. 0.16% Add +0.0% 4,147 $981K
Lantern Wealth Advisors, LLC 0.45% Add +9.3% 4,145 $981K
Capital Management Associates, Inc 0.20% Reduce -1.2% 4,140 $980K
West Bancorporation Inc. 0.42% Reduce -57.4% 4,137 $979K
Grey Ledge Advisors, LLC 0.20% Reduce -14.7% 4,120 $975K
Financial Enhancement Group LLC 0.12% Add +0.3% 4,117 $974K
Vaughan David Investments LLC 0.02% Reduce -0.9% 4,116 $974K
Van Den Berg Management I, Inc. 0.21% Add +1.3% 4,115 $974K
Legacy Advisors, LLC 0.09% Add +0.0% 4,109 $972K
TCI Wealth Advisors, Inc. 0.04% Add +5.0% 4,102 $971K
Smithbridge Asset Management Inc. 0.13% Reduce -6.3% 4,097 $969K
Seaside Wealth Management, Inc. 0.24% Add +8.8% 4,095 $969K
Walsh & Associates, LLC 0.79% Add +47.1% 4,079 $965K
Nixon Peabody Trust Co. 0.07% New 4,076 $964K
Welch Group, LLC 0.03% Add +32.7% 4,070 $963K
Kathmere Capital Management, LLC 0.05% Reduce -11.8% 4,070 $963K
Trilogy Capital Inc. 0.04% Add +2.3% 4,056 $960K
Lutz Financial Services LLC 0.06% No change 4,051 $959K
TCV Trust & Wealth Management, Inc. 0.07% Add +3.5% 4,027 $953K
LVM Capital Management Ltd. 0.08% No change 4,016 $950K
Willner & Heller, LLC 0.59% Reduce -3.2% 4,011 $949K
Krane Financial Solutions LLC 0.58% Add +5.9% 4,007 $948K
MassMutual Private Wealth & Trust, FSB 0.02% Reduce -2.4% 4,006 $948K
Marshall Wace, LLP 0.00% New 4,000 $946K
Independence Financial Advisors, LLC 0.24% Add +0.4% 3,982 $942K
Medallion Wealth Advisors, LLC 0.30% Reduce -19.0% 3,987 $942K
Keating Financial Advisory Services, Inc. 0.12% Reduce -12.3% 3,965 $938K
Barnes Wealth Management Group, Inc 0.43% Add +3.4% 3,952 $935K
Clark Asset Management, LLC 0.07% Add +15.8% 3,950 $935K
Sendero Wealth Management, LLC 0.09% No change 3,932 $930K
First Bancorp, Inc 0.37% Reduce -3.9% 3,920 $928K
Ascent Wealth Partners, LLC 0.09% Reduce -9.1% 3,918 $927K
EdgeRock Capital LLC 0.21% No change 3,907 $924K
Alteri Wealth LLC 0.25% No change 3,901 $923K
Northwest Wealth Advisors, LLC 0.53% Add +0.2% 3,887 $920K
Consolidated Capital Management, LLC 0.24% Reduce -19.4% 3,866 $915K
Pine Valley Investments Ltd Liability Co 0.04% Reduce -2.9% 3,864 $914K
Ameriflex Group, Inc. 0.37% Add +5.8% 3,857 $913K
Mechanics Bank Trust Department 0.11% Add +2.2% 3,849 $911K
Bolthouse Investments, LLC 0.74% No change 3,846 $910K
3Chopt Investment Partners, LLC 0.17% Reduce -0.7% 3,846 $910K
Revolve Wealth Partners, LLC 0.09% Reduce -1.1% 3,841 $909K
Great Lakes Retirement, Inc. 0.08% Reduce -1.8% 3,839 $908K
Bridges Investment Management Inc. 0.01% No change 3,838 $908K
Future Financial Wealth Managment LLC 0.57% Reduce -7.0% 3,817 $906K
Hilltop Holdings Inc. 0.07% Add +4.6% 3,815 $903K
LBMC Investment Advisors, LLC 0.05% Reduce -1.1% 3,808 $901K
Glenview Trust Co 0.01% Reduce -2.6% 3,802 $900K
Intrust Bank NA 0.07% No change 3,799 $899K
Missouri Trust & Investment Co 0.24% Reduce -2.2% 3,758 $899K
VeraBank, N.A. 0.15% Reduce -23.4% 3,790 $897K
William John Sempolinski 0.36% Add +7.7% 3,788 $896K
OMNI 360 Wealth, Inc. 0.41% Add +0.1% 3,782 $895K
Hegarty Advisors, LLC 0.61% Add +1.9% 3,758 $889K
NewCorp Financial Services, Inc. 0.68% Add +0.2% 3,739 $885K
Obermeyer Wealth Partners 0.04% Add +5.7% 3,736 $884K
Sequent Planning LLC 0.19% Reduce -6.8% 3,731 $883K
Index Fund Advisors, Inc. 0.03% Add +125.7% 3,719 $880K
Thrive Wealth Management, LLC 0.11% Reduce -1.1% 3,718 $880K
Minot DeBlois Advisors LLC 0.76% Reduce -0.1% 3,717 $879K
Magnus Financial Group LLC 0.06% Add +0.3% 3,714 $879K
BLB&B Advisors, LLC 0.03% Reduce -7.7% 3,710 $878K
Courier Capital LLC 0.04% Add +0.1% 3,709 $878K
Kennedy Investment Group, Inc. 0.30% No change 3,705 $877K
Ring Mountain Capital, LLC 0.37% Reduce -0.2% 3,689 $873K
Am Investment Strategies LLC 0.17% No change 3,686 $872K
Avaii Wealth Management, LLC 0.26% Add +0.0% 3,685 $872K
Wealthquest Corp 0.05% Add +10.2% 3,667 $868K
Prospect Financial Group LLC 0.70% No change 3,655 $865K
Elser Financial Planning, Inc 0.04% No change 3,652 $864K
Topsail Wealth Management, LLC 0.11% Add +0.0% 3,649 $864K
Financial Advisors Network, Inc. 0.11% Add +2.3% 3,644 $862K
Synergy Asset Management, LLC 0.08% Reduce -16.9% 3,644 $862K
Fairview Capital Investment Management, LLC 0.05% Add +0.0% 3,643 $862K
Capital Investment Counsel, LLC 0.11% Reduce -7.0% 3,641 $862K
BlueStem Wealth Partners, LLC 0.09% Reduce -0.2% 3,627 $858K
James J. Burns & Company, LLC 0.09% Add +0.2% 3,613 $855K
Empowered Funds, LLC 0.00% Reduce -16.8% 3,605 $853K
Appleton Partners Inc. 0.05% Reduce -14.0% 3,606 $853K
B. Riley Wealth Advisors, Inc. 0.05% Reduce -7.4% 3,607 $851K
Bay Capital Advisors, LLC 0.46% Reduce -1.8% 3,596 $851K
Prospera Capital Management, LLC 0.27% No change 3,556 $850K
Aventus Investment Advisors, Inc. 0.62% Reduce -2.4% 3,587 $849K
Autumn Glory Partners, LLC 0.24% Add +10.8% 3,585 $848K
Westbourne Investments, Inc. 0.35% Reduce -0.8% 3,582 $848K
Nautilus Advisors LLC 0.50% Add +0.5% 3,539 $845K
Unique Wealth, LLC 0.10% Add +47.6% 3,558 $842K
Wealth Group Ltd 0.16% Reduce -0.4% 3,558 $842K
Cauble & Harre Wealth Management, Inc. 0.67% Reduce -6.7% 3,535 $836K
Thompson Siegel & Walmsley LLC 0.02% Add +5.7% 3,531 $836K
Blue Zone Wealth Advisors, LLC 0.15% Add +2.5% 3,532 $836K
Valor Advisors LLC 0.61% Reduce -60.3% 3,519 $833K
Rockbridge Investment Management, LCC 0.07% Reduce -0.3% 3,518 $832K
Trustmark Bank Trust Department 0.05% Add +0.4% 3,518 $832K
Saiph Capital, LLC 0.25% Add +1.1% 3,517 $832K
Arcus Capital Partners, LLC 0.34% Add +0.2% 3,513 $831K
Smithfield Trust Co 0.03% Reduce -2.4% 3,506 $830K
Insigneo Advisory Services, LLC 0.03% Add +248.6% 3,507 $830K
Neuberger Berman Group LLC 0.00% Reduce -24.0% 3,500 $828K
Olde Wealth Management, LLC 0.23% No change 3,496 $827K
Legacy Private Trust Co. 0.05% No change 3,487 $825K
Adapt Wealth Advisors, LLC 0.27% Add +1.1% 3,479 $823K
Sage Capital Management, LLC 0.32% Add +0.2% 3,477 $823K
Telos Capital Management, Inc. 0.07% No change 3,463 $819K
Radnor Capital Management, LLC 0.11% No change 3,459 $818K
Brown Miller Wealth Management, LLC 0.20% Add +2.6% 3,440 $814K
Three Bridge Wealth Advisors, LLC 0.20% No change 3,429 $811K
Nordwand Advisors, LLC 0.12% Reduce -0.0% 3,429 $811K
Leading Edge Financial Planning LLC 0.14% Reduce -1.4% 3,424 $810K
Grove Bank & Trust 0.08% Reduce -0.1% 3,422 $810K
CCG Wealth Management, LLC 0.19% Add +0.2% 3,417 $809K
Silver Oak Securities, Incorporated 0.05% Add +2.8% 3,409 $807K
First Growth Capital LLC 0.61% Reduce -0.6% 3,408 $806K
AlTi Global, Inc. 0.02% No change 3,401 $805K
Boltwood Capital Management 0.18% No change 3,400 $805K
Cambria Investment Management, L.P. 0.04% Add +154.4% 3,384 $801K
Eagle Rock Investment Company, LLC 0.10% No change 3,379 $800K
Aerodigm Wealth, LLC 0.27% Add +0.1% 3,376 $799K
Pine Harbor Wealth Management, LLC 0.21% Add +0.2% 3,374 $798K
Koa Wealth Management, LLC 0.54% Reduce -0.9% 3,362 $796K
Valley National Advisers Inc. 0.09% No change 3,362 $796K
Plante Moran Financial Advisors, LLC 0.04% Reduce -13.9% 3,349 $792K
Schaeffer Financial LLC 0.61% Reduce -4.8% 3,345 $792K
Balyasny Asset Management L.P. 0.00% New 3,338 $790K
Pettinga Financial Advisors LLC 0.13% Reduce -23.3% 3,337 $790K
Schrum Private Wealth Management LLC 0.81% Reduce -26.9% 4,140 $789K
JB Capital LLC 0.03% Add +36.5% 3,330 $788K
OneAscent Wealth Management LLC 0.23% No change 3,324 $787K
Dunhill Financial, LLC 0.16% Add +4.7% 3,322 $786K
Sherry Group, Inc. 0.77% Reduce -4.8% 3,332 $786K
Texas Yale Capital Corp. 0.02% Add +2.3% 3,321 $786K
Valued Retirements, Inc. 0.70% Reduce -11.8% 3,313 $784K
Frisch Financial Group, Inc. 0.13% Add +0.4% 3,301 $781K
FF Advisors,LLC 0.29% No change 3,299 $781K
KMG Fiduciary Partners, LLC 0.07% Add +1.2% 3,297 $780K
Capital Group Private Client Services, Inc. 0.01% Add +13.1% 3,287 $778K
Richard W. Paul & Associates, LLC 0.24% Reduce -1.1% 3,285 $777K
DB&C Advisors, LLC 0.84% Add +1.1% 3,277 $775K
Hilltop National Bank 0.17% Add +0.8% 3,274 $775K
JGP Wealth Management, LLC 0.07% Reduce -0.1% 3,264 $772K
Cannell & Spears LLC 0.01% Reduce -0.7% 3,260 $771K
Ellis Investment Partners, LLC 0.12% Add +1.0% 3,255 $770K
HFG Advisors, Inc. 0.48% Reduce -0.4% 3,248 $769K
Rise Advisors, LLC 0.22% Add +0.3% 3,243 $767K
Lakeridge Wealth Management LLC 0.28% Add +0.1% 3,239 $766K
Proficio Capital Partners LLC 0.03% No change 3,230 $764K
Riverbend Wealth Management, LLC 0.39% Reduce -2.8% 3,229 $764K
Naples Global Advisors, LLC 0.05% Add +2.4% 3,224 $763K
Thompson David Blair 0.38% Reduce -4.0% 3,219 $762K
RFG - Bristol Wealth Advisors, LLC 0.18% Add +0.4% 3,218 $761K
NBH Bank 0.32% — 3,215 $761K
TMB Capital Partners, LLC 0.24% Add +1.9% 3,215 $761K
Summit Wealth Partners, LLC 0.11% Add +7.5% 3,206 $759K
Hamilton Capital, LLC 0.04% Add +74.7% 3,191 $755K
Flagstone Financial Management 0.17% No change 3,190 $755K
Octavia Wealth Advisors, LLC 0.07% Add +5.2% 3,184 $753K
Matrix Asset Advisors Inc. 0.06% Reduce -2.7% 3,180 $752K
Viawealth, LLC 0.38% Reduce -31.8% 3,172 $751K
Oxford Financial Group, LTD. LLC 0.04% Reduce -2.0% 3,157 $747K
Symphony Financial, Ltd. Co. 0.08% New 3,150 $745K
Fortis Group Advisors, LLC 0.12% Reduce -2.5% 3,148 $745K
Phillips Wealth Planners LLC 0.55% Reduce -0.5% 3,112 $743K
Pitcairn Wealth Advisors LLC 0.08% No change 3,141 $743K
Mason & Associates Inc 0.12% No change 3,132 $741K
Wright Wealth LLC 0.44% Add +5.3% 3,126 $740K
MPS Loria Financial Planners, LLC 0.17% Add +0.1% 3,113 $737K
Jamison Private Wealth Management, Inc. 0.08% No change 3,112 $736K
N.E.W. Advisory Services LLC 0.05% Add +0.1% 3,103 $734K
Schaper Benz & Wise Investment Counsel Inc. 0.05% Add +151.5% 3,094 $732K
Ballast, Inc. 0.14% No change 3,091 $731K
Hancock Whitney Corp. 0.01% Add +48.5% 3,089 $731K
Winebrenner Capital Management LLC 0.44% Reduce -2.7% 3,087 $730K
Guyasuta Investment Advisors Inc. 0.04% Add +24.0% 3,087 $730K
Worth Financial Advisory Group, LLC 0.30% New 3,077 $728K
Accurate Wealth Management, LLC 0.07% Add +47.5% 3,042 $726K
Phillip James Consulting Co. 0.48% New 3,065 $725K
Arsenal Capital Advisors LLC 0.43% Add +11.4% 3,058 $724K
Prudent Investors Network, Inc. 0.14% Reduce -50.3% 3,052 $722K
Hanson & Doremus Investment Management 0.07% Reduce -13.4% 3,047 $721K
Pacific Sun Financial Corp 0.30% No change 3,046 $721K
Farmers National Bank 0.15% Reduce -3.5% 3,037 $719K
Huntington National Bank 0.00% Reduce -4.2% 3,036 $718K
Optas, LLC 0.10% No change 3,017 $714K
ARS Wealth Advisors Group, LLC 0.06% Add +3.0% 3,017 $714K
Howland Capital Management LLC 0.03% Reduce -6.2% 3,013 $713K
Financial Life Planners 0.46% Add +0.4% 3,010 $712K
RPS Advisory Solutions LLC 0.47% Reduce -0.4% 3,009 $712K
Second Line Capital, LLC 0.13% Add +3.4% 3,008 $712K
Pacific Excel Wealth Advisors, Inc. 0.28% New 3,008 $712K
Heritage Family Offices, LLP 0.27% No change 3,008 $712K
Maryland Capital Advisors Inc. 0.23% — 3,002 $710K
GTS Securities LLC 0.01% Reduce -47.4% 3,000 $710K
Tanager Wealth Management LLP 0.06% Reduce -6.1% 2,999 $710K
Scott Capital Advisors, LLC 0.11% Add +0.0% 2,991 $708K
Gaddis Premier Wealth Advisors LLC 0.43% New 2,980 $705K
Caitlin John, LLC 0.39% Add +77.8% 2,970 $703K
Fortune Financial Advisors, LLC 0.30% Add +0.2% 2,961 $701K
Rollins Financial Advisors, LLC 0.09% No change 2,958 $700K
Integrity Financial Corp 0.33% Reduce -1.4% 2,954 $699K
Macroview Investment Management LLC 0.43% Add +0.3% 2,951 $698K
Frazier Financial Advisors, LLC 0.35% Reduce -85.2% 2,946 $697K
Wealth Management Partners, LLC 0.16% No change 2,945 $697K
Hikari Tsushin, Inc. 0.05% No change 2,942 $696K
Lauterbach Financial Advisors, LLC 0.30% No change 2,941 $696K
Smith Chas P & Associates Pa Cpas 0.04% No change 2,940 $696K
Team Hewins, LLC 0.19% Reduce -62.4% 2,935 $694K
Bensler, LLC 0.06% Add +1.9% 2,916 $690K
American Money Management, LLC 0.10% Reduce -2.5% 2,915 $690K
Baldwin Investment Management, LLC 0.07% Add +0.2% 2,913 $689K
Christine Messmer PC 0.39% Add +0.3% 2,908 $688K
Glassman Wealth Services 0.08% Add +1.5% 2,900 $686K
Icon Wealth Advisors, LLC 0.04% No change 2,897 $685K
Wood Tarver Financial Group, LLC 0.16% No change 2,890 $683K
Innovative Wealth Building LLC 0.40% Add +5.6% 2,884 $682K
Dana Investment Advisors, Inc. 0.02% Add +0.1% 2,880 $682K
Fragasso Financial Advisors Inc 0.04% Add +17.3% 2,877 $681K
Vista Investment Management 0.21% Reduce -0.5% 2,872 $680K
JBR Co Financial Management Inc 0.25% No change 2,867 $678K
Citizens & Northern Corp. 0.15% No change 2,866 $678K
Silver Grove Financial Group, Inc. 0.37% Add +5.3% 2,865 $678K
Hunter Associates Investment Management LLC 0.08% Reduce -0.9% 2,860 $677K
LifeGoal Investments, LLC 0.31% Add +1.5% 2,858 $676K
South Plains Financial, Inc. 0.36% No change 2,856 $676K
Dahring | Cusmano LLC 0.35% Add +0.4% 2,843 $673K
SYM FINANCIAL Corp 0.05% Add +0.0% 2,843 $673K
Holderness Investments Co. 0.11% Add +1.1% 2,841 $672K
Central Valley Advisors, LLC 0.17% Add +0.0% 2,838 $671K
Praetorian Wealth Management, Inc. 0.12% Reduce -1.5% 2,836 $671K
Integrity Advisory Solutions, LLC 0.07% Add +17.9% 2,835 $671K
Values Added Financial LLC 0.24% Add +7.6% 2,825 $668K
Brandywine Oak Private Wealth LLC 0.05% Reduce -1.7% 2,815 $666K
Hantz Financial Services, Inc. 0.01% Add +0.6% 2,814 $666K
River Street Advisors LLC 0.20% Add +15.8% 2,808 $664K
McLean Asset Management Corp 0.09% Reduce -11.1% 2,777 $664K
Alan B Lancz & Associates, Inc. 0.58% Reduce -0.7% 2,800 $663K
American Capital Advisory, LLC 0.24% Add +21.8% 2,800 $662K
Libra Wealth LLC 0.17% No change 2,799 $662K
Bedel Financial Consulting, Inc. 0.06% No change 2,795 $661K
Beacon Financial Strategies CORP 0.33% Add +10.8% 2,794 $661K
Taylor & Morgan Wealth Management, LLC 0.33% Add +1.7% 2,793 $661K
Bridgelight Financial Advisors, Inc. 0.45% Reduce -0.2% 2,789 $660K
Financial Alternatives, Inc 0.32% No change 2,773 $656K
Tudor Investment Corporation 0.00% Reduce -91.5% 2,768 $655K
Culbertson A N & Co. Inc. 0.08% No change 2,767 $655K
Quadrant Capital Group LLC 0.02% Reduce -0.1% 2,758 $653K
Alliance Wealth Management Group 0.13% No change 2,741 $649K
Towercrest Capital Management 0.09% No change 2,741 $649K
Avion Wealth 0.12% Reduce -15.4% 2,740 $648K
Constant Guidance Financial LLC 0.41% Add +4.0% 2,737 $648K
James Hambro & Partners LLP 0.02% New 2,737 $648K
Johnson Wealth Management, LLC 0.27% No change 2,731 $646K
Penobscot Investment Management Company, Inc. 0.04% No change 2,730 $646K
Hamilton Point Investment Advisors, LLC 0.09% No change 2,726 $645K
Waterloo Capital, L.P. 0.04% Add +143.8% 2,721 $644K
Strategic Wealth Investment Group, LLC 0.08% Reduce -10.8% 2,714 $642K
GDS Wealth Management 0.03% New 2,709 $641K
Logan Capital Management Inc. 0.02% — 2,700 $639K
Caliber Wealth Management, LLC / KS 0.06% Reduce -14.9% 2,695 $638K
Fiduciary Financial Advisors 0.06% New 2,692 $636K
TritonPoint Partners, LLC 0.05% Add +72.8% 2,689 $636K
Prestige Wealth Management Group LLC 0.11% Reduce -0.1% 2,674 $633K
Essential Planning, LLC. 0.18% Add +0.1% 2,669 $632K
Stone Summit Wealth LLC 0.16% No change 2,669 $632K
Guidance Point Advisors, LLC 0.14% Add +0.5% 2,664 $631K
Pointe Capital Management LLC 0.28% Reduce -0.8% 2,668 $631K
Carrera Capital Advisors 0.09% Add +1.8% 2,664 $630K
TopTier Wealth Management, LLC 0.38% Reduce -3.3% 2,664 $630K
Beacon Financial Planning, Inc. 0.21% No change 2,662 $630K
Avestar Capital, LLC 0.04% Add +0.0% 2,659 $629K
Tanglewood Legacy Advisors, LLC 0.20% No change 2,651 $627K
Tannin Capital LLC 0.41% Reduce -2.2% 2,649 $627K
Planned Solutions, Inc. 0.18% Add +0.0% 2,648 $627K
BCU Wealth Advisors, LLC 0.21% Reduce -12.6% 2,647 $626K
GAMMA Investing LLC 0.02% No change 2,647 $626K
Certuity, LLC 0.03% No change 2,639 $624K
Legacy Edge Advisors, LLC 0.06% Add +16.5% 2,638 $624K
Daybright Advisory Services, Inc. 0.15% Add +2.6% 2,605 $623K
Stonebridge Financial Group, LLC 0.09% — 2,633 $623K
Next Level Wealth Planning, LLC 0.27% Add +3.8% 2,628 $622K
Covenant Asset Management, LLC 0.11% Add +1.3% 2,626 $621K
Dover Advisors, LLC 0.25% No change 2,815 $619K
Bearing Point Capital, LLC 0.08% Reduce -31.8% 2,610 $618K
KPP Advisory Services LLC 0.08% Reduce -0.6% 2,608 $617K
Brookwood Investment Group LLC 0.07% Reduce -27.2% 2,608 $617K
Condor Capital Management 0.05% No change 2,607 $617K
FSM Wealth Advisors, LLC 0.07% Add +1.6% 2,604 $616K
Meridian Wealth Partners, LLC 0.07% Add +0.1% 2,600 $615K
Roble, Belko & Company, Inc 0.07% No change 2,601 $615K
Beckerman Institutional, LLC 0.29% No change 2,592 $613K
Everest Financial Group LLC 0.08% Add +0.4% 2,587 $612K
Russell Investments Group, Ltd. 0.00% Reduce -22.9% 2,586 $612K
Portside Wealth Group, LLC 0.07% Reduce -41.4% 2,584 $611K
United Advisor Group, LLC 0.06% Reduce -0.8% 2,583 $611K
Hopwood Financial Services, Inc. 0.35% Reduce -3.7% 2,577 $610K
Claro Advisors Inc. 0.06% Reduce -4.2% 2,574 $609K
Capital Asset Advisory Services LLC 0.02% Reduce -23.2% 2,573 $609K
YHB Investment Advisors, Inc. 0.04% Reduce -11.7% 2,572 $609K
First Foundation Advisors 0.02% Add +1.5% 2,570 $608K
Independence Bank of Kentucky 0.07% Reduce -22.3% 2,565 $607K
ForthRight Wealth Management, LLC 0.15% Add +0.1% 2,555 $604K
Cannon Financial Strategists, Inc. 0.07% No change 2,554 $604K
Heck Capital Advisors, LLC 0.04% No change 2,546 $602K
Endeavor Private Wealth, Inc. 0.15% Reduce -23.3% 2,539 $601K
MBE Wealth Management, LLC 0.21% Reduce -0.4% 2,532 $599K
Granite Harbor Advisors, Inc. 0.24% Add +0.2% 2,527 $598K
Heritage Wealth Management, Inc. 0.15% New 2,518 $596K
MLG Wealth Management DBA Pine Grove Financial Group 0.06% Add +31.1% 2,517 $596K
Bluedoor Private Wealth, LLC 0.25% Reduce -4.2% 2,514 $595K
RS Crum Inc. 0.11% No change 2,510 $594K
Sterling Financial Planning, Inc. 0.16% Reduce -13.2% 2,505 $593K
Indie Asset Partners, LLC 0.57% Add +2.9% 2,505 $593K
Baker Avenue Asset Management, LP 0.01% No change 2,504 $592K
FreeGulliver LLC 0.21% Add +8.8% 2,503 $592K
Berman McAleer LLC 0.07% No change 2,495 $590K
Ewa, LLC 0.11% Add +0.2% 2,487 $589K
Trust Co. of Oklahoma 0.15% No change 2,475 $586K
Oak Asset Management, LLC 0.19% No change 2,473 $585K
Cyndeo Wealth Partners, LLC 0.03% Reduce -4.9% 2,469 $584K
Cherry Tree Wealth Management, LLC 0.11% Reduce -0.2% 2,468 $584K
Clarity Financial LLC 0.05% Reduce -11.7% 2,467 $584K
Balanced Wealth Group LLC 0.18% Reduce -1.6% 2,465 $583K
Talon Private Wealth, LLC 0.07% Add +83.4% 2,463 $583K
Sachetta, LLC 0.28% Add +2.7% 2,461 $582K
Pennington Partners & Co., LLC 0.19% No change 2,460 $582K
BostonPremier Wealth LLC 0.25% Add +28.9% 2,456 $581K
Blue Bell Private Wealth Management, LLC 0.07% Reduce -1.9% 2,453 $580K
Sequent Asset Management, LLC 0.24% No change 2,452 $580K
Berkshire Asset Management LLC 0.02% Add +14.1% 2,451 $580K
Capital Wealth Alliance, LLC 0.27% Reduce -0.6% 2,451 $580K
Focused Wealth Management, Inc 0.05% Add +2.4% 2,435 $576K
Breakwater Capital Group 0.07% Reduce -2.2% 2,434 $576K
North Capital, Inc. 0.43% No change 2,424 $574K
Columbia Advisory Partners LLC 0.31% Reduce -10.8% 2,410 $570K
SVRN Asset Management, LLC 0.29% Reduce -28.6% 2,406 $569K
VSM Wealth Advisory, LLC 0.15% Reduce -11.6% 2,396 $567K
Alpha Omega Wealth Management LLC 0.09% Reduce -2.0% 2,393 $566K
Commonwealth Retirement Investments LLC 0.15% Add +20.4% 2,391 $566K
Schwallier Wealth Management LLC 0.36% Add +0.3% 2,389 $565K
URS Advisory LLC 0.31% Add +153.9% 2,389 $565K
Y-Intercept (Hong Kong) Ltd 0.01% Add +46.9% 2,388 $565K
Myecfo, LLC 0.21% Add +7.0% 2,369 $561K
Whitener Capital Management, Inc. 0.12% Add +30.6% 2,367 $560K
Quadcap Wealth Management, LLC 0.05% No change 2,367 $560K
Aspire Growth Partners LLC 0.33% Reduce -0.6% 2,367 $560K
Sightline Wealth Advisors, LLC 0.20% Add +0.4% 2,366 $560K
Apeiron RIA LLC 0.14% No change 2,364 $559K
Tounjian Advisory Partners, LLC 0.24% Add +66.1% 2,355 $557K
Paulson Wealth Management Inc. 0.12% Reduce -1.9% 2,354 $557K
TriCert Investment Counsel Inc. 0.05% — 2,350 $556K
Darwin Wealth Management, LLC 0.15% Reduce -6.7% 2,349 $556K
Carroll Advisory Group, LLC 0.18% Add +17.4% 2,347 $555K
Noesis Capital Mangement Corp. 0.07% Add +76.4% 2,346 $555K
Alpine Bank Wealth Management 0.07% Reduce -2.0% 2,343 $554K
SageGuard Financial Group, LLC 0.08% Add +0.5% 2,341 $554K
CX Institutional 0.02% Reduce -3.2% 2,331 $552K
Abound Wealth Management 0.11% Add +0.3% 2,332 $552K
O'Brien Greene & Co. Inc 0.15% Add +0.4% 2,329 $551K
Mengis Capital Management, Inc. 0.08% Add +0.0% 2,321 $549K
Shepherd Financial Partners LLC 0.05% Add +12.8% 2,321 $549K
Grey Fox Wealth Advisors, LLC 0.09% Add +24.7% 2,314 $548K
Tortoise Investment Management, LLC 0.04% Reduce -2.6% 2,312 $547K
Fingerlakes Wealth Management, Inc. 0.29% Add +0.4% 2,304 $545K
Strive Financial Group ,LLC 0.24% Reduce -7.1% 2,295 $543K
Operose Advisors LLC 0.10% Add +0.0% 2,294 $543K
1776 Wealth LLC 0.19% No change 2,289 $542K
Kapstone Financial Advisors LLC 0.23% New 2,279 $539K
Regimen Wealth, LLC 0.14% Add +0.4% 2,267 $536K
W.G. Shaheen & Associates DBA Whitney & Co 0.04% Add +25.3% 2,261 $535K
Walker Asset Management, LLC 0.27% Reduce -3.8% 2,253 $533K
Chevy Chase Trust Holdings, LLC 0.00% No change 2,250 $532K
Key Financial Inc 0.09% Reduce -4.0% 2,248 $532K
Stratos Investment Management, LLC 0.02% Reduce -4.8% 2,245 $531K
Cornerstone Wealth Group, LLC 0.03% Reduce -4.0% 2,245 $531K
PKS Advisory Services, LLC 0.08% Add +4.8% 2,246 $531K
Rydar Equities, Inc. 0.30% Add +0.4% 2,233 $531K
MN Wealth Advisors, LLC 0.23% Add +3.3% 2,241 $530K
Greykasell Wealth Strategies, Inc. 0.19% Add +0.4% 2,239 $530K
Donalies Financial Planning, LLC 0.39% No change 2,238 $530K
Diversified Portfolios, Inc. 0.04% No change 2,236 $529K
GHP Investment Advisors, Inc. 0.02% Add +0.5% 2,235 $529K
Arthur M. Cohen & Associates, LLC 0.08% No change 2,234 $529K
Significant Wealth Partners LLC 0.57% No change 2,226 $527K
Prosperity Advisers, LLC 0.38% Reduce -0.3% 2,226 $527K
Paragon Financial Partners, Inc. 0.28% Add +0.2% 2,192 $527K
Accredited Investor Services, LLC 0.30% Reduce -1.8% 2,220 $525K
Cordoba Advisory Partners LLC 0.11% No change 2,216 $524K
Evolution Wealth Management Inc. 0.31% Add +43.8% 2,213 $524K
Tilia Fiduciary Partners, Inc. 0.25% Reduce -4.8% 2,210 $523K
Blankinship & Foster, LLC 0.11% No change 2,206 $522K
Elyxium Wealth, LLC 0.05% No change 2,200 $521K
CCM Investment Advisers LLC 0.04% No change 2,200 $521K
Orleans Capital Management Corp. 0.27% Add +17.7% 2,194 $519K
Demars Financial Group, LLC 0.14% Add +1.9% 2,186 $517K
L.K. Benson & Company, P.C. 0.16% Add +0.1% 2,178 $516K
Outlook Wealth Advisors, LLC 0.11% Add +12.2% 2,178 $515K
Access Financial Services, Inc. 0.17% No change 2,167 $513K
S.A. Mason LLC 0.16% No change 2,164 $512K
InvesTrust 0.20% No change 2,163 $512K
BSW Wealth Partners 0.06% Reduce -22.7% 2,162 $512K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.16% Add +114.1% 2,162 $512K
Liberty Square Wealth Partners LLC 0.12% Reduce -30.3% 2,158 $511K
Virtue Asset Management LLC 0.37% No change 2,155 $510K
Frank, Rimerman Advisors LLC 0.03% Reduce -40.8% 2,154 $510K
XY Planning Network, Inc. 0.06% Add +22.5% 2,145 $508K
Welch & Forbes LLC 0.01% No change 2,145 $508K
Physician Wealth Advisors, Inc. 0.06% Reduce -8.6% 2,141 $507K
Convergence Financial, LLC 0.04% Reduce -62.7% 2,130 $504K
JHP Wealth Management, LLC 0.41% Reduce -2.2% 2,124 $502K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Add +21.7% 2,123 $502K
Atlantic Family Wealth, LLC 0.32% No change 2,122 $502K
Disciplined Investors, L.L.C. 0.25% No change 2,118 $501K
Herold Advisors, Inc. 0.10% Reduce -7.8% 2,112 $501K
Brookmont Capital Management 0.27% Reduce -12.1% 2,113 $500K
Interchange Capital Partners, LLC 0.09% Add +7.3% 2,107 $498K
Stone Wealth Partners 0.36% Add +0.5% 2,101 $497K
Cape Investment Advisory, Inc. 0.13% Reduce -1.4% 2,097 $496K
Tred Avon Family Wealth, LLC 0.15% No change 2,094 $495K
HMS Capital Management, LLC 0.19% No change 2,093 $495K
Pacific Financial Group Inc. 0.24% Reduce -5.1% 2,090 $495K
Cahaba Wealth Management, Inc. 0.03% Add +2.3% 2,089 $494K
Southland Equity Partners LLC 0.09% Reduce -1.0% 2,087 $494K
Castle Rock Wealth Management, LLC 0.10% Add +0.2% 2,084 $493K
Compass Capital Corp. /Ma/ 0.16% Add +4.7% 1,998 $493K
Wealth Effects LLC 0.13% Add +40.5% 2,080 $492K
Davidson Trust Co. 0.19% No change 2,072 $490K
Palumbo Wealth Management LLC 0.10% Add +0.3% 2,070 $490K
Chemistry Wealth Management LLC 0.08% Add +1.9% 2,069 $490K
Clarity Capital Advisors, LLC 0.21% Add +0.1% 2,069 $489K
Trust Co 0.04% No change 2,068 $489K
RIA Advisory Group LLC 0.11% Reduce -6.3% 2,066 $489K
Caerus Investment Advisors, LLC 0.16% No change 2,063 $488K
Schneider Downs Wealth Management Advisors, LP 0.05% No change 2,061 $488K
First Bank & Trust 0.07% No change 2,056 $486K
Chaney Capital Management, Inc. 0.15% No change 2,055 $486K
NCM Capital Management, LLC 0.15% No change 2,053 $486K
Private Wealth Asset Management, LLC 0.05% Add +12.8% 2,051 $485K
Doliver Advisors, LP 0.11% No change 2,050 $485K
Verus Capital Partners, LLC 0.03% Add +0.3% 2,044 $484K
Nestegg Advisors, Inc. 0.34% Add +0.4% 2,041 $483K
Manchester Capital Management LLC 0.06% Add +9.0% 2,039 $482K
Pennsylvania Capital Management Inc. 0.12% Add +12.9% 2,037 $482K
Higgins & Schmidt Wealth Strategies LLC 0.20% Reduce -0.2% 2,030 $480K
Abacus Planning Group, Inc. 0.06% Reduce -1.0% 2,026 $479K
Ibex Wealth Advisors 0.04% Reduce -16.9% 2,019 $478K
Gimbal Financial 0.30% — 2,014 $476K
Tempo Wealth, LLC 0.07% Add +0.3% 2,010 $476K
Pacific Center for Financial Services 0.11% Add +0.3% 2,008 $475K
Blueline Advisors LLC 0.33% Add +9.1% 2,005 $475K
Copper Harbor Investment Advisors, LLC 0.10% — 2,003 $474K
Ameritas Investment Partners, Inc. 0.01% Add +0.1% 2,003 $474K
Clifford Swan Investment Counsel LLC 0.02% No change 2,001 $473K
Finer Wealth Management, Inc. 0.21% No change 2,000 $473K
FourThought Financial Partners, LLC 0.04% Add +5.3% 1,996 $472K
Gilman Hill Asset Management, LLC 0.07% Reduce -4.1% 1,986 $470K
Procyon Advisors, LLC 0.02% Add +25.1% 1,981 $469K
Old Peak Finance LLC 0.23% No change 1,975 $467K
Redwood Investment Management, LLC 0.05% Add +0.5% 1,973 $467K
Colton Groome Financial Advisors, LLC 0.11% Add +7.0% 1,969 $466K
Zacks Investment Management 0.00% Add +110.5% 1,960 $464K
Pacific Point Advisors, LLC 0.21% Reduce -7.1% 1,959 $464K
Santori & Peters, Inc. 0.13% Add +0.1% 1,952 $462K
Cannon Advisors, Inc. 0.28% Reduce -20.9% 1,944 $461K
Certior Financial Group, LLC 0.25% Add +0.1% 1,947 $461K
Integrity Investment Advisors, LLC 0.20% Reduce -75.0% 1,937 $458K
Strategent Financial, LLC 0.26% No change 1,935 $458K
tru Independence LLC 0.20% Add +0.3% 1,934 $458K
Smart Money Group LLC 0.12% Add +0.8% 1,931 $457K
Manske Wealth Management 0.11% Reduce -2.5% 1,930 $457K
Vima LLC 0.45% — 1,927 $456K
Howard Capital Management Group, LLC 0.03% No change 1,926 $456K
Presilium Private Wealth, LLC 0.07% Reduce -3.1% 1,925 $455K
Founders Grove Wealth Partners, LLC 0.09% No change 1,924 $455K
Catalyst Private Wealth, LLC 0.22% Add +0.1% 1,913 $453K
Disciplined Investments, LLC 0.15% Add +0.1% 1,908 $452K
Millington Financial Advisors, LLC 0.18% No change 1,900 $451K
Madrona Financial Services, LLC 0.08% No change 1,907 $451K
Basso Capital Management, L.P. 0.11% Add +982.4% 1,905 $451K
LMG Wealth Partners, LLC 0.07% No change 1,893 $448K
Independence Asset Advisors, LLC 0.12% Add +57.8% 1,893 $448K
Symmetry Partners, LLC 0.02% Reduce -1.7% 1,892 $448K
Lakeshore Financial Planning, Inc. 0.14% Add +11.4% 1,888 $447K
Portland Financial Advisors Inc 0.81% No change 1,885 $446K
First Western Trust Bank 0.02% Reduce -3.5% 1,885 $446K
Millstone Evans Group, LLC 0.24% No change 1,883 $446K
Investors Asset Management of Georgia Inc. /Ga/ 0.15% Add +0.2% 1,882 $445K
Washington Trust Bank 0.03% No change 1,880 $445K
Faithward Advisors, LLC 0.05% Reduce -2.2% 1,880 $445K
Liberty Wealth Management LLC 0.06% No change 2,066 $444K
Quantum Financial Advisors, LLC 0.04% Add +10.4% 1,860 $440K
Jeppson Wealth Management, LLC 0.13% Reduce -7.0% 1,857 $439K
Seek First Inc. 0.28% Reduce -23.4% 1,856 $439K
Sage Financial Group Inc. 0.02% Reduce -0.5% 1,853 $438K
Vines Capital Management, LLC 0.36% No change 1,848 $437K
Wilsey Asset Management Inc. 0.06% No change 1,846 $437K
Milestone Asset Management, LLC 0.07% Add +41.3% 1,845 $437K
Peregrine Asset Advisers, Inc. 0.09% Add +52.4% 1,845 $436K
Selective Wealth Management, Inc. 0.11% Add +6.7% 1,836 $436K
Elite Financial, Inc. 0.18% Add +0.2% 1,843 $436K
White Pine Capital LLC 0.10% No change 1,840 $435K
Narus Financial Partners, LLC 0.11% Add +3.7% 1,840 $435K
Cura Wealth Advisors, LLC 0.19% Reduce -4.5% 1,835 $434K
Shum Financial Group, Inc. 0.26% Add +4.3% 1,829 $433K
Waldron Private Wealth LLC 0.01% New 1,829 $433K
Ellsworth Advisors, LLC 0.07% Add +0.4% 1,823 $433K
Woodard & Co. Asset Management Group Inc. 0.06% No change 1,825 $432K
Clarity Wealth Development LLC 0.24% Reduce -39.6% 1,823 $431K
Jupiter Wealth Management LLC 0.17% No change 1,821 $431K
Meramec Financial Planners, LLC 0.16% Add +0.4% 1,795 $431K
Curtis Advisory Group, LLC 0.08% Reduce -1.1% 1,819 $430K
Lyell Wealth Management, LP 0.03% Add +0.3% 1,815 $429K
Mustard Seed Financial, LLC 0.22% Add +22.9% 1,812 $429K
Abundance Wealth Counselors 0.03% New 1,804 $427K
Harbor Asset Planning, Inc. 0.32% Add +0.3% 1,799 $426K
Shelter Rock Management, LLC 0.41% Reduce -7.0% 1,796 $425K
Byrne Financial Freedom, LLC 0.17% Add +7.7% 1,794 $424K
Waterfront Wealth Inc. 0.07% Add +0.3% 1,762 $421K
GLR Partners, LLC 0.20% Reduce -8.1% 1,774 $420K
Level Wealth Management LLC 0.17% No change 1,774 $420K
Gen-Wealth Partners Inc 0.12% Reduce -7.2% 1,772 $419K
Barnett & Company, Inc. 0.31% Reduce -0.3% 1,766 $418K
Peddock Capital Advisors, LLC 0.08% Add +0.1% 1,763 $417K
Alterna Wealth Management, Inc. 0.24% Add +11.0% 1,762 $417K
Carl P. Sherr & Co., LLC 0.17% No change 1,760 $416K
Seelaus Asset Management LLC 0.29% Reduce -2.9% 1,759 $416K
Shulman DeMeo Asset Management LLC 0.08% Add +0.1% 1,759 $416K
Syntegra Private Wealth Group, LLC 0.03% Add +0.1% 1,759 $416K
Cairn Investment Group, Inc. 0.18% No change 1,752 $415K
Chokshi & Queen Wealth Advisors, Inc 0.19% No change 1,748 $414K
Elevated Capital Advisors, LLC 0.11% Add +19.3% 1,747 $413K
Asio Capital, LLC 0.05% Add +8.0% 1,745 $413K
Hill Investment Group Partners, LLC 0.04% New 1,745 $413K
Serenus Wealth Advisors, LLC 0.07% No change 1,743 $412K
BDFS Capital LLC 0.18% Add +0.2% 1,741 $412K
Northwest Financial Advisors 0.05% Reduce -9.6% 1,740 $412K
Fairman Group, LLC 0.32% Reduce -0.3% 1,737 $411K
Phoenix Wealth Advisors 0.14% Add +76.0% 1,737 $411K
Elm3 Financial Group, LLC 0.28% Add +66.2% 1,735 $410K
Strait & Sound Wealth Management LLC 0.14% Add +0.1% 1,733 $410K
Kropog Financial Group, LLC 0.29% Add +0.2% 1,732 $410K
Dopkins Wealth Management, LLC 0.15% Add +14.8% 1,732 $410K
Fort Point Capital Partners LLC 0.04% Add +10.5% 1,729 $409K
Almanack Investment Partners, LLC. 0.05% New 1,725 $408K
Goldstone Financial Group, LLC 0.04% Reduce -1.3% 1,724 $408K
Old Second National Bank of Aurora 0.08% Reduce -12.0% 1,722 $407K
Teamwork Financial Advisors, LLC 0.04% Reduce -2.2% 1,719 $407K
Summit Asset Management, LLC 0.05% No change 1,718 $407K
Private Wealth Group, LLC 0.16% Reduce -18.3% 1,709 $404K
Navellier & Associates Inc. 0.03% Reduce -4.1% 1,707 $404K
Mattern Capital Management, LLC 0.05% No change 1,706 $404K
Western Reserve Capital Management, LLC 0.30% Reduce -3.4% 1,704 $403K
RCW Management, LLC 0.36% No change 1,703 $403K
OneAscent Family Office, LLC 0.20% New 1,700 $402K
Astoria Portfolio Advisors LLC. 0.07% Add +1.1% 1,700 $402K
Tower Research Capital LLC (TRC) 0.01% Reduce -96.8% 1,696 $401K
LJI Wealth Management, LLC 0.06% Reduce -0.1% 1,695 $401K
Trust Co. of Toledo NA 0.03% Add +40.3% 1,690 $400K
Mairs & Power Inc. 0.00% Reduce -26.5% 1,690 $400K
JSF Financial, LLC 0.06% Add +68.3% 1,690 $400K
Wealth Enhancement Trust Services, Inc. 0.04% Add +41.1% 1,686 $399K
Gradient Investments LLC 0.01% Reduce -35.6% 1,683 $398K
CFO4Life Group, LLC 0.05% Add +0.2% 1,678 $397K
Ironwood Financial, llc 0.06% No change 1,656 $395K
Regent Peak Wealth Advisors LLC 0.07% Add +0.3% 1,662 $393K
Acropolis Investment Management, LLC 0.02% Reduce -14.1% 1,661 $393K
Sather Financial Group Inc 0.02% Reduce -13.8% 1,656 $392K
Downshift Financial, LLC 0.18% No change 1,654 $391K
Kestra Investment Management, LLC 0.01% No change 1,646 $390K
New Republic Capital, LLC 0.09% No change 1,642 $389K
Lineweaver Wealth Advisors, LLC 0.05% Add +0.1% 1,641 $388K
Stockman Wealth Management, Inc. 0.04% Reduce -3.4% 1,633 $386K
Causey Wealth LLC 0.15% Add +0.4% 1,631 $386K
Richards, Merrill & Peterson, Inc. 0.12% No change 1,630 $386K
CrossGen Wealth, LLC 0.30% Reduce -0.6% 1,626 $385K
GatePass Capital, LLC 0.15% No change 1,625 $385K
Denver Wealth Management, Inc. 0.11% Reduce -20.8% 1,624 $384K
Greenline Partners, LLC 0.04% No change 1,624 $384K
Flagship Private Wealth, LLC 0.14% Add +0.1% 1,624 $384K
WJ Financial Advisors LLC 0.28% No change 1,623 $384K
Weitzel Financial Services, Inc. 0.13% Add +2.0% 1,610 $383K
Wincap Financial LLC 0.21% Reduce -3.0% 1,616 $382K
Trinity Financial Advisors LLC 0.10% Reduce -8.0% 1,607 $380K
Vista Capital Partners, Inc. 0.03% Reduce -7.4% 1,605 $380K
ARS Investment Partners, LLC 0.02% No change 1,604 $379K
Costello Asset Management, INC 0.11% Reduce -25.3% 1,604 $379K
Grandview Asset Management LLC 0.09% Reduce -1.7% 1,603 $379K
Prasad Wealth Partners, LLC 0.09% Reduce -18.8% 1,603 $379K
Landaas & Co. /Wi 0.07% No change 1,598 $378K
Bogart Wealth, LLC 0.01% Reduce -41.2% 1,592 $377K
Golden Reserve Retirement LLC 0.06% New 1,589 $376K
Oakworth Capital, Inc. 0.02% No change 1,587 $375K
My Personal CFO, LLC 0.15% Add +0.1% 1,585 $375K
Williams & Novak, LLC 0.25% No change 1,584 $375K
Commonwealth Financial Services, LLC 0.05% Add +2.1% 1,583 $374K
Veridan Wealth LLC 0.13% Reduce -13.1% 1,582 $374K
PCM Encore, LLC 0.07% Reduce -39.1% 1,580 $374K
Means Investment Co., Inc. 0.03% Add +0.3% 1,576 $373K
Walker Financial Services, Inc. 0.12% New 1,575 $373K
Clarus Group, Inc. 0.13% Reduce -34.1% 1,570 $371K
Wealth Management Associates, Inc. 0.10% No change 1,569 $371K
TruNorth Capital Management, LLC 0.06% No change 1,567 $371K
Eaton-Cambridge Inc. 0.10% Reduce -8.9% 1,567 $371K
Spinnaker Trust 0.02% Reduce -8.6% 1,565 $370K
Twin Peaks Wealth Advisors, LLC 0.08% Add +138.1% 1,564 $370K
Sterling Investment Counsel, LLC 0.09% Reduce -19.1% 1,562 $370K
Beaumont Financial Advisors, LLC 0.02% No change 1,561 $369K
Murphy Pohlad Asset Management LLC 0.13% Reduce -5.6% 1,561 $369K
Oxinas Partners, LLC 0.15% Add +0.3% 1,559 $369K
Wayfinding Financial, LLC 0.14% Add +2.5% 1,557 $368K
Provident Wealth Management, LLC 0.09% Add +0.4% 1,554 $368K
Shakespeare Wealth Management, LLC 0.10% Add +12.3% 1,553 $367K
Uniting Wealth Partners, LLC 0.07% Reduce -38.7% 1,545 $366K
WP Advisors, LLC 0.09% Add +0.5% 1,543 $365K
LifeWealth Investments, LLC 0.10% Add +7.8% 1,542 $365K
Wealthcare Capital Management LLC 0.03% Reduce -3.5% 1,540 $364K
Bernardo Wealth Planning LLC 0.06% Add +0.1% 1,533 $363K
Hills Bank & Trust Co 0.02% No change 1,531 $362K
Fourpath Capital Management, LLC 0.05% Add +0.1% 1,530 $362K
Dominguez Wealth Management Solutions, Inc. 0.20% Add +4.0% 1,529 $362K
Lodestone Wealth Management LLC 0.13% Reduce -4.2% 1,521 $360K
Ipswich Investment Management Co., Inc. 0.08% No change 1,521 $360K
Intrepid Financial Planning Group LLC 0.12% Reduce -1.3% 1,520 $360K
Old Port Advisors 0.07% Add +17.9% 1,520 $360K
Bouchey Financial Group, Ltd. 0.02% Add +0.1% 1,520 $360K
Legacy Capital Wealth Management, LLC 0.17% Reduce -2.8% 1,519 $359K
Checchi Capital Advisers, LLC 0.02% Reduce -9.3% 1,516 $359K
West Branch Capital LLC 0.08% Reduce -8.9% 1,516 $359K
Intrua Financial, LLC 0.03% Reduce -16.2% 1,515 $359K
Kings Path Partners LLC 0.10% Reduce -2.4% 1,511 $358K
Cassady Wealth & Retirement Planning, LLC 0.17% Reduce -11.7% 1,507 $357K
Aurora Private Wealth, Inc. 0.23% Reduce -21.7% 1,507 $356K
Coastwise Capital Group, LLC 0.21% New 1,504 $356K
Accordant Advisory Group Inc 0.24% Reduce -0.8% 1,501 $355K
Holland Advisory Services, Inc. 0.39% Reduce -15.7% 1,500 $355K
Wrenne Financial Planning LLC 0.12% No change 1,499 $355K
Riversedge Advisors, LLC 0.05% No change 1,498 $354K
Leigh Baldwin & Co., LLC 0.19% No change 1,497 $354K
Summit Financial Strategies, Inc. 0.02% Add +26.5% 1,495 $354K
Legacy Capital Wealth Partners, LLC 0.07% Reduce -4.6% 1,492 $353K
SHP Wealth Management 0.02% Add +3.6% 1,492 $353K
Evelyn Partners Group Ltd 0.01% — 1,490 $353K
Able Wealth Management LLC 0.08% Reduce -48.9% 1,489 $352K
Element Pointe Advisors, LLC 0.06% Reduce -23.5% 1,489 $352K
Canvas Wealth Advisors, LLC 0.05% Add +6.4% 1,489 $352K
Grantvest Financial Group LLC 0.20% No change 1,487 $352K
Deutsche Bank AG 0.00% Reduce -36.9% 1,482 $351K
Woodside Wealth Management LLC 0.24% No change 1,481 $350K
Hendershot Investments Inc. 0.05% No change 1,479 $350K
Lake Hills Wealth Management, LLC 0.16% No change 1,478 $350K
Wealth Science Advisors LLC 0.16% Reduce -6.5% 1,475 $349K
Bantamac Capital, LLC 0.25% No change 1,470 $348K
Main Street Group, LTD 0.09% Add +0.1% 1,468 $347K
Weaver Capital Management LLC 0.08% No change 1,609 $346K
RHS Financial, LLC 0.14% Reduce -12.0% 1,462 $346K
Sonoma Allocations LLC 0.11% Reduce -13.4% 1,455 $346K
RMR Wealth Builders 0.02% Add +0.3% 1,460 $346K
McCarter Private Wealth Services LLC 0.12% No change 1,459 $345K
Investor's Fiduciary Advisor Network, LLC 0.12% Reduce -17.1% 1,454 $344K
Sentinel Trust Co. Lba 0.03% No change 1,455 $344K
Gallagher Capital Advisors, LLC 0.20% Reduce -43.4% 1,453 $344K
McHugh Group, LLC 0.18% No change 1,450 $343K
Rose Capital Advisors LLC 0.18% — 1,450 $343K
Continuum Wealth Advisors, LLC 0.12% No change 1,449 $343K
Smith & Howard Wealth Management, LLC 0.07% Reduce -18.3% 1,447 $342K
BetterWealth, LLC 0.06% No change 1,445 $342K
Florida Financial Advisors, LLC 0.06% New 1,444 $342K
Vista Investment Partners LLC 0.09% Add +4.7% 1,437 $340K
Aspire Capital Advisors LLC 0.07% Reduce -2.3% 1,433 $339K
Spectrum Investment Advisors, Inc. 0.14% Add +14.8% 1,431 $339K
American Investment Services, Inc. 0.07% No change 1,427 $338K
Butensky & Cohen Financial Security, Inc. 0.08% Reduce -0.9% 1,422 $336K
Laurel Wealth Planning LLC 0.15% New 1,420 $336K
Highland Capital Management, LLC 0.02% Reduce -0.5% 1,417 $335K
MV Capital Management, Inc. 0.03% No change 1,416 $335K
Petra Financial Advisors Inc. 0.16% No change 1,415 $335K
Hunter Perkins Capital Management, LLC 0.07% No change 1,413 $334K
Windsor Capital Management, LLC 0.09% No change 1,410 $334K
West Wealth Group, LLC 0.05% New 1,410 $334K
Curated Wealth Partners LLC 0.04% No change 1,410 $334K
Ascentis Wealth Management, LLC 0.06% Add +18.4% 1,406 $333K
Compass Advisory Group LLC 0.08% Reduce -11.3% 1,403 $332K
Van Diest Capital, LLC 0.30% New 1,400 $331K
True North Advisors, LLC 0.03% Reduce -74.1% 1,398 $331K
Impact Partnership Wealth, LLC 0.03% Add +3.4% 1,391 $329K
Beaton Management Co. Inc. 0.13% No change 1,389 $329K
Delta Financial Advisors LLC 0.08% Add +19.7% 1,388 $328K
Mirador Capital Partners LP 0.04% Reduce -4.4% 1,384 $327K
Uptown Financial Advisors LLC 0.24% No change 1,384 $327K
Darden Wealth Group Inc 0.13% Add +1.9% 1,379 $326K
Mission Creek Capital Partners, Inc. 0.06% Add +0.1% 1,378 $326K
Global Wealth Management Investment Advisory, Inc. 0.05% No change 1,376 $326K
JTC Employer Solutions Trustee Ltd 0.03% No change 1,375 $325K
Archer Investment Management, LLC 0.11% Reduce -0.7% 1,372 $325K
Foguth Wealth Management, LLC. 0.04% Reduce -1.1% 1,375 $324K
marrick wealth, LLC 0.23% No change 1,367 $323K
Baron Financial Group, LLC 0.15% No change 1,367 $323K
GGM Financial LLC 0.12% Add +0.4% 1,366 $323K
McKinley Carter Wealth Services, Inc. 0.02% New 1,365 $323K
Gould Asset Management LLC 0.05% Reduce -24.9% 1,358 $321K
Barnes Pettey Financial Advisors, LLC 0.10% Reduce -29.4% 1,358 $321K
Liberty Capital Management, Inc. 0.06% — 1,354 $320K
T. Rowe Price Associates Inc. 0.00% Reduce -10.0% 1,350 $320K
Nvwm, LLC 0.06% Reduce -37.5% 1,351 $320K
Birch Hill Investment Advisors LLC 0.01% No change 1,344 $318K
Sun Group Wealth Partners 0.22% Add +43.4% 1,342 $318K
Joule Financial, LLC 0.09% Reduce -0.4% 1,341 $317K
IAM Advisory, LLC 0.06% Add +0.5% 1,340 $317K
Private Client Services, LLC 0.08% Reduce -0.5% 1,339 $317K
Dash Acquisitions Inc. 0.06% Reduce -1.0% 1,284 $316K
Hershey Financial Advisers, LLC 0.23% New 1,333 $315K
Nicholson Wealth Management Group, LLC 0.19% New 1,333 $315K
First Financial Group Corp 0.23% Add +0.1% 1,331 $315K
EPG Wealth Management LLC 0.08% Reduce -2.1% 1,325 $313K
Kera Capital Partners, Inc. 0.03% Add +0.1% 1,323 $313K
SilverOak Wealth Management LLC 0.04% No change 1,318 $312K
United Financial Planning Group LLC 0.16% Add +0.1% 1,317 $312K
Westfuller Advisors, LLC 0.11% Reduce -22.8% 1,317 $312K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.22% No change 1,317 $312K
Signature Wealth Management Partners, LLC 0.15% Reduce -3.5% 1,317 $312K
Tritonpoint Wealth, LLC 0.03% Add +1.9% 1,317 $312K
Wolff Wiese Magana LLC 0.14% Reduce -0.5% 1,315 $311K
Retirement Income Solutions, Inc. 0.05% No change 1,446 $311K
Fermata Advisors, LLC 0.06% Reduce -5.8% 1,312 $311K
Reyes Financial Architecture, Inc. 0.17% No change 1,312 $310K
Cathy Pareto & Associates, Inc. 0.18% Reduce -1.4% 1,301 $308K
Corus Family Wealth Advisors 0.21% No change 1,301 $308K
Next Level Private LLC 0.06% Reduce -0.2% 1,300 $308K
IMPACTfolio, LLC 0.12% Reduce -2.2% 1,293 $306K
Cottage Street Advisors LLC 0.12% Reduce -14.6% 1,291 $306K
Alpha Financial Advisors, LLC 0.09% No change 1,287 $305K
Mid-American Wealth Advisory Group, Inc. 0.11% Reduce -93.9% 1,286 $304K
Resources Management Corp. /CT/ 0.04% No change 1,285 $304K
Haven Private, LLC 0.12% No change 1,280 $303K
Empirical Asset Management, LLC 0.07% Add +0.1% 1,261 $298K
Allied Private Wealth LLC 0.19% — 1,256 $298K
Clarion Wealth Managment Partners, LLC 0.24% Reduce -22.3% 1,259 $298K
Morey & Quinn Wealth Partners, LLC 0.19% Add +24.5% 1,255 $297K
RMG Wealth Management LLC 0.03% No change 1,205 $297K
Plum Street Advisors, LLC 0.09% No change 1,252 $296K
V2 Financial group LLC 0.11% Add +4.3% 1,251 $296K
Zullo Investment Group, Inc. 0.10% Add +2.0% 1,250 $296K
Wealth Management Strategies, Inc. 0.12% Add +0.4% 1,243 $294K
Midland Wealth Advisors, LLC 0.01% Reduce -11.0% 1,242 $294K
IMG Wealth Management, Inc. 0.16% No change 1,240 $293K
Accent Capital Management, LLC 0.13% No change 1,240 $293K
Briggs Wealth Management, Inc 0.27% No change 1,237 $293K
Firethorn Wealth Partners, LLC 0.09% Add +0.2% 1,236 $293K
Stonebridge Capital Advisors LLC 0.02% Reduce -6.7% 1,236 $292K
Francis Financial, Inc. 0.05% Add +3.3% 1,229 $291K
Milestone Investment Advisors LLC 0.06% Reduce -1.8% 1,229 $291K
Level Financial Advisors 0.06% No change 1,228 $291K
Resolute Wealth Strategies, LLC 0.11% Add +0.4% 1,227 $290K
Wealth Advisors of Iowa, LLC 0.08% No change 1,226 $290K
Aull & Monroe Investment Management Corp 0.12% No change 1,225 $290K
Rather & Kittrell, Inc. 0.04% No change 1,224 $290K
Pinnacle Wealth Planning Services, Inc. 0.03% Add +9.3% 1,221 $289K
Quotient Wealth Partners, LLC 0.01% Add +0.7% 1,220 $289K
Valtinson Bruner Financial Planning LLC 0.07% Add +0.1% 1,213 $287K
Emergent Wealth Advisors, LLC 0.15% Add +0.3% 1,211 $287K
Triumph Capital Management 0.05% Reduce -4.5% 1,211 $287K
Acorn Financial Advisory Services Inc. 0.04% Reduce -9.4% 1,211 $287K
Isthmus Partners, LLC 0.03% No change 1,211 $287K
Regatta Research & Money Management 0.27% — 1,210 $286K
Traynor Capital Management, Inc. 0.01% Reduce -16.2% 1,208 $286K
Truepoint, Inc. 0.01% Reduce -0.7% 1,206 $285K
Gryphon Financial Partners LLC 0.03% Reduce -1.2% 1,205 $285K
Beacon Harbor Wealth Advisors, Inc. 0.06% No change 1,187 $284K
Mowery & Schoenfeld Wealth Management, LLC 0.39% New 1,200 $284K
Soltis Investment Advisors LLC 0.02% Add +10.1% 1,199 $284K
Altfest L J & Co. Inc. 0.03% Add +0.4% 1,197 $283K
Klingenstein Fields & Co. LP 0.01% No change 1,197 $283K
Chatterton & Associates Inc. 0.17% No change 1,186 $283K
Elevation Wealth Management LLC 0.21% Add +1.1% 1,179 $279K
Measured Wealth Private Client Group, LLC 0.07% Reduce -12.9% 1,179 $279K
Iowa State Bank 0.05% No change 1,179 $279K
Clearwave Capital, LLC 0.15% Add +0.4% 1,179 $279K
Princeton Global Asset Management LLC 0.04% Add +53.6% 1,178 $279K
G2 Capital Management, LLC / Oh 0.06% No change 1,176 $278K
Summit Investment Advisory Services, LLC 0.07% Reduce -56.8% 1,174 $278K
Team Financial Group, LLC 0.12% Add +38.2% 1,169 $277K
UNIVEST FINANCIAL Corp 0.01% Reduce -27.6% 1,167 $276K
Archvest Wealth Advisors, Inc. 0.16% Reduce -6.1% 1,165 $276K
Financial Concepts Unlimited, Inc. 0.22% Add +7.8% 1,165 $276K
Vawter Financial, Ltd. 0.10% No change 1,164 $275K
A&I Financial Services, LLC 0.12% New 1,164 $275K
Breachway Investments LLC 0.41% Reduce -4.2% 1,163 $275K
Melfa Wealth Management, Inc. 0.15% Reduce -72.4% 1,161 $275K
Silverleafe Capital Partners, LLC 0.07% Add +0.4% 1,161 $275K
Alesco Advisors, LLC, An ESL Co 0.01% No change 1,160 $274K
Sageworth Trust Co 0.01% No change 1,159 $274K
Nemes Rush Group LLC 0.02% No change 1,156 $274K
Vantage Point Financial LLC 0.08% Add +0.4% 1,153 $273K
Bay Harbor Wealth Management, LLC 0.06% Add +0.3% 1,151 $272K
AF Advisors, Inc. 0.13% No change 1,150 $272K
Paces Ferry Wealth Advisors, LLC 0.10% New 1,150 $272K
SMI Advisory Services, LLC 0.04% No change 1,136 $272K
Whelan Financial 0.07% Add +1.9% 1,147 $271K
Evansbrook LLC 0.16% Add +0.3% 1,146 $271K
Riverstone Advisors, LLC 0.11% Reduce -3.6% 1,145 $271K
Marathon Capital Management 0.06% No change 1,144 $271K
Parkwoods Wealth Partners, LLC 0.04% No change 1,143 $270K
Howe & Rusling Inc. 0.02% No change 1,143 $270K
Precedent Wealth Partners, LLC 0.04% No change 1,142 $270K
Park Edge Advisors, LLC 0.06% Add +0.3% 1,141 $270K
Live Oak Private Wealth LLC 0.03% No change 1,140 $270K
Inspire Advisors, LLC 0.02% Add +0.3% 1,139 $270K
Parkway Wealth Management Group, LLC 0.03% Reduce -0.6% 1,139 $270K
Bluebird Wealth Management LLC 0.23% New 1,139 $269K
First City Capital Management, Inc. 0.13% Add +1.1% 1,133 $268K
Vorpal, LLC 0.86% Add +0.3% 1,132 $268K
Benchmark Financial, LLC 0.22% Add +0.1% 1,130 $267K
Bucket List Wealth Management, LLC 0.13% Add +0.1% 1,129 $267K
ORBA Wealth Advisors, L.L.C. 0.23% New 1,128 $267K
Bernicke Wealth Management, Ltd. 0.03% Add +16.2% 1,125 $266K
ETF Store, Inc. 0.22% Add +0.3% 1,125 $266K
KFA Private Wealth Group, LLC 0.06% Reduce -57.7% 1,124 $266K
REAP Financial Group, LLC 0.04% Reduce -8.0% 1,111 $263K
Keebeck Wealth Management 0.03% No change 1,105 $261K
NFSG Corp 0.03% Reduce -3.5% 1,103 $261K
FFT Wealth Management LLC 0.04% No change 1,097 $260K
Mraz, Amerine & Associates, Inc. 0.04% Reduce -3.1% 1,096 $259K
First American Trust, FSB 0.02% Add +0.1% 1,090 $258K
Amarillo National Bank 0.04% Reduce -27.6% 1,090 $258K
Headlands Technologies LLC 0.03% Reduce -14.3% 1,090 $258K
Cross Staff Investments Inc 0.15% Add +9.2% 1,089 $258K
Pioneer Wealth Management Group 0.06% Reduce -21.6% 1,089 $258K
City Holding Co. 0.03% Reduce -13.2% 1,088 $257K
Optimus Capital Advisors, LLC 0.14% Reduce -0.1% 1,081 $256K
Triangle Securities Wealth Management 0.05% Reduce -5.3% 1,080 $256K
W.H. Cornerstone Investments Inc. 0.14% New 1,077 $255K
Concord Wealth Partners 0.03% Add +0.2% 1,076 $255K
Piedmont Capital Management, LLC 0.15% No change 1,070 $253K
Hidden Cove Wealth Management, LLC 0.14% Add +7.4% 1,068 $253K
AA Financial Advisors, LLC 0.03% No change 1,067 $252K
Fortis Capital Management LLC 0.03% Add +0.1% 1,067 $252K
Tucker Asset Management LLC 0.06% New 1,066 $252K
55 North Private Wealth, LLC 0.05% Add +0.2% 1,066 $252K
Chilton Investment Co. Inc. 0.01% No change 1,065 $252K
Napier Financial, LLC 0.05% No change 1,063 $252K
WPWealth LLP 0.04% Add +3.2% 1,062 $251K
Red Door Wealth Management, LLC 0.02% Reduce -0.9% 1,061 $251K
McGinn Penninger Investment Management, Inc. 0.15% Reduce -8.0% 1,062 $251K
Omega Financial Group, LLC 0.08% Reduce -21.4% 1,060 $251K
Charles Schwab Trust Co 0.01% No change 1,059 $251K
Aspiring Ventures, LLC 0.07% No change 1,057 $250K
Mogy Joel R Investment Counsel Inc. 0.01% No change 1,056 $250K
Resolute Capital, LLC 0.09% Add +0.4% 1,055 $250K
Ethic Inc. 0.00% New 1,055 $250K
Waddell & Associates, LLC 0.01% New 1,054 $249K
Vigil Wealth Management, LLC 0.18% No change 1,052 $249K
Anchor Capital Advisors LLC 0.01% No change 1,052 $249K
Campbell Deegan Wealth Management, LLC 0.18% Reduce -5.8% 1,052 $249K
Juncture Wealth Strategies, LLC 0.06% Reduce -11.1% 1,047 $248K
Mars Jewett Financial Group, Inc. 0.05% No change 1,046 $248K
Hibernia Wealth Partners, LLC 0.13% Reduce -50.0% 1,044 $247K
ArchPoint Investors 0.05% No change 1,043 $247K
Silvercrest Asset Management Group LLC 0.00% No change 1,042 $247K
ELCO Management Co., LLC 0.11% No change 1,040 $246K
Financial Discovery Group Inc. 0.52% New 1,040 $246K
Balentine LLC 0.01% Reduce -12.2% 1,039 $246K
WealthTrust Axiom LLC 0.05% Reduce -4.3% 1,039 $246K
Crescent Sterling, Ltd. 0.22% New 1,035 $245K
Core Wealth Partners LLC 0.10% No change 1,033 $244K
Heritage Investment Group, Inc. 0.03% No change 1,033 $244K
Long Island Wealth Management, Inc. 0.10% Reduce -55.9% 1,032 $244K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +146.4% 1,030 $244K
Rockline Wealth Management, LLC 0.05% Add +0.9% 1,029 $243K
SpringVest Wealth Management LLC 0.15% Reduce -36.1% 1,028 $243K
Arjuna Capital 0.05% No change 1,028 $243K
Chapin Davis, Inc. 0.04% Reduce -31.7% 1,028 $243K
Vestia Personal Wealth Advisors 0.10% Add +0.1% 1,028 $243K
Kingsman Wealth Management, Inc. 0.11% Add +0.4% 1,026 $243K
Clarendon Private LLC 0.16% Add +0.2% 1,025 $243K
Coastline Trust Co 0.02% Add +109.0% 1,022 $242K
Fiduciary Wealth Partners, LLC 0.13% No change 1,021 $242K
First County Bank 0.11% Add +2.0% 1,020 $241K
Redwood Financial Network Corp 0.13% Add +0.7% 1,017 $241K
Concentrum Wealth Management 0.06% No change 1,016 $240K
Sound Financial Strategies Group, LLC 0.15% No change 1,014 $240K
Colonial River Investments, LLC 0.07% Reduce -9.3% 1,012 $239K
Ullmann Wealth Partners Group, LLC 0.02% New 1,010 $239K
Alexander Labrunerie & Co., Inc. 0.08% Reduce -5.3% 1,010 $239K
Osprey Private Wealth LLC 0.06% Add +2.0% 1,005 $238K
Advance Capital Management, Inc. 0.01% Add +6.6% 1,004 $238K
Avalon Capital Management 0.06% No change 1,002 $237K
Legacy Wealth Partners, LLC 0.05% No change 1,002 $237K
WoodTrust Financial Corp 0.03% No change 1,000 $237K
Lee Danner & Bass Inc. 0.01% Add +0.6% 1,001 $237K
Solano Wealth Investment Advisors LLC 0.11% No change 1,000 $237K
First Financial Corp. 0.08% No change 1,000 $237K
LMCG Investments, LLC 0.01% No change 1,000 $237K
Ares Financial Consulting, LLC 0.17% Add +0.5% 1,000 $237K
1832 Asset Management L.P. 0.00% No change 999 $236K
Heartwood Wealth Advisors LLC 0.02% No change 998 $236K
Bennett Selby Investments LP 0.08% New 997 $236K
Bar Harbor Wealth Management 0.01% No change 995 $235K
Eagle Bluffs Wealth Management LLC 0.08% Add +0.1% 994 $235K
Southern Capital Advisors, LLC 0.10% New 992 $235K
Falcon Wealth Planning 0.01% New 992 $235K
Capital Management Corp. 0.04% No change 990 $234K
Cloud Capital Management, LLC 0.09% Reduce -2.4% 990 $234K
Northstar Financial Companies, Inc. 0.16% No change 989 $234K
Retirement Planning Co of New England, Inc. 0.08% Reduce -2.4% 988 $234K
Karras Company, Inc. 0.21% Reduce -2.5% 987 $233K
Wealthedge Investment Advisors, LLC 0.08% Add +0.1% 985 $233K
Navigation Group, LLC 0.05% No change 985 $233K
Valley Brook Capital Group, Inc. 0.13% Add +0.2% 983 $233K
NBT Bank, N.A. 0.02% No change 977 $231K
Trust Co of the South 0.03% No change 975 $231K
Legacy Financial Group, Inc. 0.05% No change 972 $230K
TIAA Wealth Investment Management LLC 0.00% Add +84.8% 974 $230K
Clearwater Capital Advisors, LLC 0.02% Reduce -4.9% 971 $230K
Investment House LLC 0.01% No change 971 $230K
Golden Road Advisors LLC 0.11% New 970 $230K
Morangie Management LLC 0.19% Reduce -0.1% 969 $229K
Altiora Financial Group, LLC 0.04% No change 965 $228K
Financial Consulate, Inc. 0.03% Add +0.3% 964 $228K
CapWealth Advisors, LLC 0.02% No change 963 $228K
Vestment Financial LLC 0.10% No change 954 $228K
Nalls Sherbakoff Group, LLC 0.16% No change 962 $228K
Fearless Solutions, LLC dba Best Invest 0.12% No change 954 $226K
Westhampton Capital, LLC 0.09% Add +0.5% 954 $226K
Northstar Advisory Group, LLC 0.07% New 954 $226K
Intergy Private Wealth, LLC 0.05% No change 954 $226K
Evolution Wealth Advisors, LLC 0.03% Reduce -1.0% 954 $226K
Prostatis Group LLC 0.05% New 953 $225K
Chesley Taft & Associates LLC 0.01% No change 953 $225K
Windsor Advisory Group, LLC 0.16% No change 951 $225K
Geometric Wealth Advisors 0.02% New 951 $225K
Heritage Wealth Management, Inc./Texas 0.09% No change 950 $225K
Walleye Partners, LLC 0.26% Reduce -13.2% 950 $225K
SeaBridge Investment Advisors LLC 0.03% No change 949 $225K
Headland Capital, LLC 0.06% New 948 $224K
Copia Wealth Management 0.13% Reduce -1.3% 947 $224K
Optivise Advisory Services LLC 0.11% Reduce -0.2% 934 $221K
Salomon & Ludwin, LLC 0.02% Reduce -4.8% 934 $221K
Kilter Group LLC 0.08% No change 931 $220K
Wealthgarden F.S. LLC 0.12% New 931 $220K
Grand Central Investment Group 0.18% Reduce -16.8% 930 $220K
Allen Capital Group, LLC 0.02% New 930 $220K
Nabity-Jensen Investment Management Inc 0.13% New 927 $219K
MWA Asset Management 0.10% New 926 $219K
Columbia Bank 0.05% New 925 $219K
Daviman Financial, LLC 0.12% New 924 $219K
Foster Dykema Cabot & Partners, LLC 0.01% Reduce -0.5% 924 $219K
Harbor Group, Inc. 0.03% New 921 $218K
APS Management Group, Inc. 0.17% New 920 $218K
IMA Advisory Services, Inc. 0.01% New 916 $217K
Athena Investment Management 0.13% New 915 $217K
Moisand Fitzgerald Tamayo, LLC 0.02% Add +32.7% 913 $216K
SOA Wealth Advisors, LLC. 0.04% No change 913 $216K
Wealth Alliance, LLC 0.02% New 911 $215K
Comprehensive Money Management Services LLC 0.14% New 910 $215K
Virginia Wealth Management Group, Inc. 0.11% New 910 $215K
Dynasty Wealth Management, LLC 0.00% New 910 $215K
Alternative Investment Advisors, LLC. 0.08% New 909 $215K
Hexagon Capital Partners LLC 0.03% New 908 $215K
Everpar Advisors LLC 0.06% New 907 $215K
Cynosure Group, LLC 0.03% Reduce -37.7% 905 $214K
NTV Asset Management LLC 0.02% New 900 $213K
Aviso Wealth Management 0.07% New 900 $213K
TFC Financial Management, Inc. 0.02% Add +0.3% 899 $213K
Fulcrum Wealth Advisors, LLC 0.16% New 898 $212K
IF Advisors, LLC 0.14% New 897 $212K
Dynamic Wealth Strategies, LLC 0.11% No change 897 $212K
Main Management LLC 0.01% Add +7.3% 894 $212K
Truvestments Capital LLC 0.03% Add +104.8% 1,055 $210K
Warren Street Wealth Advisors, LLC 0.05% New 888 $210K
Hudock, Inc. 0.03% New 885 $209K
ZWJ Investment Counsel Inc. 0.01% New 885 $209K
Builder Investment Group Inc. 0.04% New 883 $209K
Brighton Securities Corp. 0.09% Reduce -9.5% 880 $208K
Crusonia Wealth Advisors LLC 0.03% New 880 $208K
Morton Community Bank 0.04% New 879 $208K
Carmel Capital Partners, LLC 0.07% New 878 $208K
Prism Planning Partners LLC 0.22% New 878 $208K
Spartan Wealth Advisory Services LLC 0.02% New 877 $208K
James Investment Research, Inc. 0.02% New 874 $207K
4J Wealth Management LLC 0.10% New 872 $206K
Vance Wealth, LLC 0.05% New 871 $206K
McDonald Partners LLC 0.05% New 869 $206K
FSA Advisors, Inc. 0.09% New 867 $205K
Drake & Associates, LLC 0.03% New 866 $205K
Cornerstone Financial Group, LLC 0.13% New 865 $205K
WealthPLAN Partners, LLC 0.04% New 865 $205K
Financial Synergies Wealth Advisors, Inc. 0.02% Reduce -33.9% 861 $204K
Hippocratic Financial Advisors, LLC 0.08% New 861 $204K
Opal Wealth Advisors, LLC 0.04% Add +138.5% 861 $204K
Gilbert Capital Group, Inc. 0.14% Reduce -7.9% 860 $203K
Rinkey Investments 0.05% New 859 $203K
Carolina Wealth Management Inc 0.09% — 858 $203K
Winch Advisory Services, LLC 0.04% Add +0.2% 857 $203K
IPG Investment Advisors LLC 0.03% New 857 $203K
Banque Transatlantique SA 0.00% New 857 $203K
Entrust Financial LLC 0.13% No change 855 $202K
Iams Wealth Management, LLC 0.06% New 854 $202K
Legacy Financial Group LLC 0.02% New 852 $202K
Ankerstar Wealth, LLC 0.17% Reduce -0.6% 851 $202K
Dodds Wealth, LLC 0.05% New 851 $201K
Alvarez & Marsal Private Wealth Partners, LLC 0.03% New 850 $201K
First Financial Bankshares Inc 0.00% New 850 $201K
Maripau Wealth Management LLC 0.07% New 849 $201K
Parkside Financial Bank & Trust 0.01% No change 849 $201K
Foster Group, Inc. 0.01% New 847 $200K
SP Asset Management LLC 0.02% New 846 $200K
Parcion Private Wealth LLC 0.01% New 846 $200K
Maseco LLP 0.01% Add +24.3% 840 $199K
Tidemark, LLC 0.04% Add +150.3% 816 $193K
GeoWealth Management, LLC 0.01% Add +15.9% 816 $193K
Wellington-Altus USA Inc. 0.14% Add +100.7% 885 $190K
Dorato Capital Management 0.13% No change 789 $188K
Winthrop Capital Management, LLC 0.04% No change 784 $186K
Richardson Capital Management LLC 0.08% Reduce -6.3% 774 $183K
Syntax Research, Inc. 0.13% Add +0.4% 773 $183K
MTM Investment Management, LLC 0.05% Add +9.2% 772 $183K
Pacifica Partners Inc. 0.05% Reduce -12.0% 755 $180K
Stelac Advisory Services LLC 0.03% No change 707 $167K
Key Capital Management, INC 0.09% Add +143.8% 702 $166K
Gill Capital Partners, LLC 0.04% Reduce -0.1% 697 $165K
Brown, Lisle/Cummings, Inc. 0.04% No change 695 $164K
Signature Equity Partners, LLC 0.08% Add +5.8% 694 $164K
Bruce G. Allen Investments, LLC 0.10% Reduce -52.3% 681 $161K
Adirondack Trust Co. 0.05% Reduce -43.9% 681 $161K
Global Trust Asset Management, LLC 0.05% No change 676 $160K
Brooklyn FI, LLC 0.03% New 660 $157K
Mb, Levis & Associates, LLC 0.06% Add +0.3% 661 $156K
Newton One Investments LLC 0.04% Add +0.5% 640 $151K
Point Nemo Capital, LLC 0.08% New 631 $149K
Align Financial, LLC 0.07% No change 630 $149K
Manning & Napier Advisors LLC 0.00% No change 630 $149K
Tiaa Trust, National Association 0.01% Reduce -28.1% 608 $144K
GoalVest Advisory LLC 0.03% No change 598 $141K
Bellevue Asset Management, LLC 0.06% No change 583 $138K
Toronto Dominion Bank 0.00% No change 571 $135K
Harborfront Financial Group LLC 0.50% — 560 $133K
WHI TRUST Co LLC 0.08% No change 547 $129K
Cary Street Partners Investment Advisory LLC 0.03% Add +36.8% 547 $129K
Community Financial Services Group, LLC 0.02% No change 546 $129K
Godsey & Gibb, Inc. 0.01% Reduce -41.3% 543 $128K
EFG International AG 0.00% Reduce -31.4% 537 $127K
Basepoint Wealth LLC 0.07% Add +71.6% 532 $126K
Fourth Dimension Wealth, LLC 0.04% Add +2.0% 516 $122K
Strategic Investment Advisors / MI 0.01% New 515 $122K
Purpose Unlimited Inc. 0.00% No change 493 $117K
Imprint Wealth LLC 0.47% No change 487 $115K
Park Place Capital Corp 0.02% No change 485 $115K
LifeSteps Financial, Inc. 0.05% New 484 $115K
Cornerstone Planning Group LLC 0.01% Reduce -27.5% 482 $115K
Tradewinds Capital Management, LLC 0.02% Add +16.9% 463 $110K
Anchor Bay Capital, Inc. 0.06% — 435 $107K
Seneschal Advisors, LLC 0.07% Add +96.9% 447 $106K
Toth Financial Advisory Corp. 0.01% No change 440 $104K
Aventura Private Wealth, LLC 0.03% No change 426 $101K
Lummis Asset Management, LP 0.06% No change 400 $96K
Centennial Bank 0.03% No change 400 $95K
Godfrey Financial Associates, Inc. 0.07% Reduce -11.2% 397 $94K
WealthCollab, LLC 0.03% No change 390 $92K
Stance Capital LLC 0.03% Add +0.5% 385 $91K
Bullseye Investment Management, LLC 0.04% No change 380 $90K
Colonial Trust Advisors 0.01% Add +3.0% 374 $88K
JDM Financial Group LLC 0.03% No change 369 $87K
Morton Brown Family Wealth, LLC 0.02% Reduce -2.6% 367 $87K
MPWM Advisory Solutions, LLC 0.04% Add +0.6% 349 $83K
Rakuten Securities, Inc. 0.02% Add +467.2% 346 $82K
Innovative Asset Advisors Group, LLC 0.04% Add +137.9% 345 $82K
Bullock Wealth Management Group 0.04% Reduce -57.4% 343 $81K
Atwood & Palmer Inc. 0.00% No change 336 $80K
SJS Investment Consulting Inc. 0.01% Reduce -44.4% 326 $77K
Clearstead Trust, LLC 0.01% Reduce -2.4% 325 $77K
Highline Wealth Partners LLC 0.02% Add +233.0% 323 $76K
Davis Capital Management 0.05% Add +15.8% 322 $76K
Cypress Capital Management LLC (WY) 0.06% No change 318 $75K
WPG Advisers, LLC 0.04% No change 315 $75K
Eukles Asset Management 0.03% No change 314 $74K
NorthAvenue LLC 0.05% Reduce -2.5% 308 $73K
Creative Capital Management Investments LLC 0.02% No change 307 $73K
Wells Financial Advisors INC 0.65% No change 298 $71K
TOWER TRUST & INVESTMENT Co 0.04% No change 288 $68K
Sittner & Nelson, LLC 0.02% No change 284 $67K
Wilkerson Advisory Group LLC 0.02% Add +72.6% 283 $67K
Cornerstone National Bank & Trust Co 0.02% No change 280 $66K
Horrell Capital Management, Inc. 0.03% No change 274 $65K
Atlantic Private Wealth, LLC 0.04% Add +0.4% 272 $64K
Steigerwald, Gordon & Koch Inc. 0.01% Reduce -46.4% 272 $64K
DiNuzzo Private Wealth, Inc. 0.01% No change 271 $64K
First Pacific Financial 0.01% Reduce -4.7% 261 $62K
Legacies Wealth LLC 0.03% No change 250 $59K
Avalon Trust Co 0.00% No change 250 $59K
Solstein Capital, LLC 0.02% No change 246 $58K
Valley Wealth Managers, Inc. 0.00% No change 245 $58K
Ulland Investment Advisors, LLC 0.04% No change 240 $57K
Southern Michigan Bank & Trust 0.02% No change 225 $53K
Everstar Asset Management, LLC 0.03% New 20,404 $53K
Ascentis Independent Advisors 0.14% Reduce -96.3% 224 $53K
Bollard Group LLC 0.00% Add +0.5% 223 $53K
Core Alternative Capital 0.02% No change 223 $53K
Obsidian Cio, LLC 0.04% Reduce -75.9% 216 $51K
Hartford Financial Management Inc. 0.01% New 215 $51K
Burnham & Co LLC 0.04% — 215 $51K
YANKCOM Partnership 0.02% No change 214 $51K
Evermay Wealth Management LLC 0.01% Add +3.5% 210 $50K
HighMark Wealth Management LLC 0.02% Add +0.5% 209 $49K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 208 $49K
Olistico Wealth, LLC 0.02% No change 205 $48K
United Community Bank 0.01% Reduce -59.6% 203 $48K
Founders Capital Management 0.02% Reduce -42.9% 200 $47K
Proffitt & Goodson Inc. 0.01% No change 196 $46K
Tripletail Wealth Management, LLC 0.05% No change 191 $46K
New England Capital Financial Advisors LLC 0.01% No change 192 $45K
CBIZ Investment Advisory Services, LLC 0.00% No change 208 $45K
MidFirst Bank 0.00% No change 185 $44K
Robinswood Financial LLC 0.01% Add +10.4% 181 $43K
Comprehensive Financial Planning, Inc. 0.02% Reduce -29.6% 181 $43K
Quest 10 Wealth Builders, Inc. 0.03% Reduce -5.9% 175 $41K
Longview Financial Advisors LLC 0.02% No change 175 $41K
Thompson Investment Management, Inc. 0.00% No change 175 $41K
PFS Partners, LLC 0.02% New 171 $40K
Twin Lakes Capital Management, LLC 0.02% No change 167 $40K
Valued Wealth Advisors LLC 0.01% Reduce -1.2% 166 $39K
Murphy & Mullick Capital Management Corp 0.02% No change 163 $39K
Fortitude Family Office, LLC 0.01% Reduce -13.4% 161 $38K
Private Wealth Management Group, LLC 0.01% Add +2.6% 158 $37K
Timmons Wealth Management, LLC 0.03% New 154 $36K
Piscataqua Savings Bank 0.02% No change 148 $35K
Pin Oak Investment Advisors Inc. 0.02% Reduce -59.4% 150 $35K
Investment Research & Advisory Group, Inc. 0.01% No change 141 $33K
Hurley Capital, LLC 0.02% Add +0.7% 140 $33K
Y.D. More Investments Ltd 0.00% No change 136 $32K
Allianz SE 0.00% No change 124 $29K
Westend Capital Management, LLC 0.01% New 117 $28K
Atlatl Advisers LLC 0.01% New 113 $27K
Steph & Co. 0.01% Add +39.2% 110 $26K
Hilton Head Capital Partners, LLC 0.01% No change 108 $26K
Tompkins Financial Corp. 0.00% No change 107 $25K
Core Capital Management & Research, inc. 0.01% — 98 $24K
LM Advisors LLC 0.10% Add +362.5% 100,570 $24K
Midwest Capital Advisors, LLC 0.01% No change 100 $24K
Aviso Financial Inc. 0.00% Reduce -69.4% 100 $24K
1620 Investment Advisors, Inc. 0.01% No change 100 $24K
True Wealth Design, LLC 0.01% No change 100 $24K
Cheviot Value Management, LLC 0.00% No change 100 $24K
Beaird Harris Wealth Management, LLC 0.00% Reduce -52.6% 99 $23K
Basecamp Wealth Advisors LLC 0.00% Reduce -84.9% 99 $23K
Barnes Dennig Private Wealth Management LLC 0.02% No change 92 $22K
Osbon Capital Management LLC 0.02% Reduce -93.7% 92 $22K
Activest Wealth Management 0.00% No change 91 $22K
1 North Wealth Services LLC 0.01% No change 90 $21K
Buck Wealth Strategies, LLC 0.00% New 90 $21K
Spectrum Wealth Advisory Group, LLC 0.01% New 90 $21K
GW&K Investment Management, LLC 0.00% Reduce -25.6% 90 $21K
Chelsea Counsel Co. 0.01% No change 88 $21K
Kozak & Associates, Inc. 0.00% No change 83 $20K
Signature Resources Capital Management, LLC 0.01% No change 81 $19K
Horizon Financial Services, LLC 0.01% No change 78 $18K
Rialto Wealth Management, LLC 0.00% New 76 $18K
JPL Wealth Management, LLC 0.00% No change 68 $16K
Navigoe, LLC 0.01% No change 69 $16K
Cedar Mountain Advisors, LLC 0.00% No change 67 $16K
Timbuktu Capital Management, LLC 0.02% — 66 $16K
Bangor Savings Bank 0.00% No change 64 $15K
Washington Trust Advisors, Inc. 0.00% Reduce -68.1% 60 $14K
Sunrise Financial Services, LLC 0.01% No change 59 $14K
Bank of New Hampshire 0.00% Reduce -51.3% 55 $13K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 55 $13K
Stone House Investment Management, LLC 0.00% No change 54 $13K
Pinney & Scofield, Inc. 0.01% No change 53 $12K
PayPay Securities Corp 0.30% Reduce -10.3% 52 $12K
American National Bank & Trust 0.00% New 43 $10K
BankPlus Trust Department 0.00% No change 40 $9K
Strategic Wealth Advisors LLC 0.01% No change 43 $9K
Planning Strategies Inc. 0.01% — 36 $9K
Proathlete Wealth Management LLC 0.00% No change 31 $7K
Lloyd Advisory Services, LLC. 0.00% Reduce -99.8% 31 $7K
PlanVest Financial, Inc 0.00% No change 30 $7K
Bank & Trust Co 0.00% No change 30 $7K
DT Investment Partners, LLC 0.00% No change 29 $7K
Nova Wealth Management, Inc. 0.00% No change 28 $7K
Sfam, LLC 0.00% No change 23 $5K
Prudent Man Investment Management, Inc. 0.00% No change 22 $5K
Gold Investment Management Ltd. 0.00% Add +280.0% 19 $4K
Networth Advisors, LLC 0.00% Reduce -79.3% 18 $4K
Catherine Avery Investment Management LLC 0.00% New 18 $4K
Country Trust Bank 0.00% Reduce -89.3% 16 $4K
Go Invest LLC 0.00% Add +6.7% 16 $4K
Bernard Wealth Management Corp. 0.00% No change 13 $3K
Centerpoint Advisors, LLC 0.00% Add +100.0% 14 $3K
McGuire Capital Advisors Inc. 0.00% No change 10 $2K
Covestor Ltd 0.00% No change 8 $2K
Glass Jacobson Investment Advisors llc 0.00% Reduce -94.7% 7 $2K
Spirit of America Management Corp. 0.00% Add +18919.1% 378,100 $2K
Vision Financial Markets LLC 0.00% No change 6 $1K
Montgomery Financial Services LLC 0.00% — 5 $1K
Gould Capital, LLC 0.00% No change 5 $1K
Blume Capital Management, Inc. 0.00% No change 2 $474
Luminist Capital LLC 0.00% New 2 $473
J.Safra Asset Management Corp 0.00% Reduce -99.9% 1 $236

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