Vngrd Mrngstr MD-Cap ETF-UsdVOETF

13F holders, Q1 2024 (March 31)
1,864holders
4famous investors
$249.54avg. 13F price*

At the end of Q1 2024, 1,864 institutions reported holding Vngrd Mrngstr MD-Cap ETF-Usd (VO) in their 13F filings. The largest holders were Wells Fargo & Company ($5.9B), Bank of America Corp. ($3.9B) and Jones Financial Companies LLLP ($2.6B). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Vngrd Mrngstr MD-Cap ETF-Usd
Filed as
VANGUARD INDEX FDS (Q1 2024)
CUSIP
922908629
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,864Q1 2024Q2 2024: 1,886Q2 2024Q3 2024: 1,934Q3 2024Q4 2024: 2,139Q4 2024Q1 2025: 2,127Q1 2025Q2 2025: 2,172Q2 2025Q3 2025: 2,222Q3 2025Q4 2025: 2,379Q4 2025Q1 2026: 2,401Q1 2026Q2 2026: 2,491Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions107$130.6M
Exits72$53.6M

Ownership 1,864 holders

Wells Fargo & Company 1.56% Add +0.3% 23,594,455 $5.9B
Bank of America Corp. 0.39% Add +6.8% 15,720,331 $3.9B
Jones Financial Companies LLLP 3.57% Add +4.1% 10,478,563 $2.6B
Creative Planning 2.29% Reduce -1.1% 8,249,359 $2.1B
Morgan Stanley 0.14% Add +2.4% 7,201,216 $1.8B
UBS Group AG 0.48% Reduce -1.3% 5,786,244 $1.4B
Northwestern Mutual Wealth Management Co. 1.34% Add +1.3% 5,203,331 $1.3B
Raymond James & Associates 0.65% Add +0.1% 3,814,129 $953.0M
Ameriprise Financial Inc. 0.26% Add +2.7% 3,685,649 $924.0M
LPL Financial LLC 0.41% Add +3.0% 3,021,843 $755.0M
Envestnet Asset Management Inc. 0.26% Add +12.4% 2,784,750 $695.8M
PNC Financial Services Group, Inc. 0.43% Reduce -2.1% 2,451,217 $612.5M
JPMorgan Chase & Co. 0.05% Reduce -4.2% 2,332,154 $582.7M
Raymond James Financial Services Advisors, Inc. 0.76% Reduce -3.9% 2,052,408 $512.8M
Tiaa Trust, National Association 1.49% Reduce -8.3% 1,952,744 $487.9M
Bank of New York Mellon Corp 0.08% Reduce -22.9% 1,586,724 $396.5M
Royal Bank of Canada 0.09% Add +1.4% 1,486,508 $371.4M
Natixis Advisors, LLC 0.84% Add +17.7% 1,470,988 $367.5M
JMG Financial Group, Ltd. 11.58% Add +2.3% 1,215,343 $303.7M
CIBC Private Wealth Group LLC 0.59% Add +4.2% 1,222,632 $303.5M
Allworth Financial LP 2.07% Add +3.4% 1,174,247 $293.4M
Mariner, LLC 0.61% Add +10.3% 1,172,984 $293.1M
Commonwealth Equity Services, LLC 0.48% Reduce -0.1% 1,166,207 $291.4M
Border to Coast Pensions Partnership Ltd 6.47% No change 1,159,887 $289.6M
Financial Counselors Inc. 3.28% Add +1.3% 778,178 $194.4M
Goldman Sachs Group Inc. 0.04% Reduce -2.9% 724,418 $181.0M
Cetera Investment Advisers 0.41% Add +524.1% 695,861 $173.9M
HighTower Advisors, LLC 0.27% Reduce -11.2% 662,627 $165.4M
Osaic Holdings, Inc. 0.36% Reduce -8.3% 650,216 $162.5M
Stifel Financial Corp. 0.18% Add +19.9% 642,915 $160.6M
Beacon Pointe Advisors, LLC 1.77% Add +8.9% 636,806 $159.1M
Pathstone Holdings, LLC 0.69% Add +2.3% 586,664 $146.6M
CBIZ Investment Advisory Services, LLC 9.71% Add +26.0% 549,201 $139.7M
Wealthspire Advisors, LLC 1.83% Reduce -1.6% 548,728 $137.1M
Nicholas Hoffman & Company, LLC. 6.86% Add +21.0% 540,989 $135.2M
Baird Financial Group, Inc. 0.28% Add +7.4% 534,915 $133.7M
Moneta Group Investment Advisors LLC 2.07% Add +6.4% 507,992 $126.9M
Fifth Third Bancorp 0.48% Add +0.5% 491,451 $122.8M
First Command Advisory Services, Inc. 1.23% Add +4.5% 470,013 $117.4M
MassMutual Private Wealth & Trust, FSB 3.64% Add +0.6% 468,001 $116.9M
Bank of Montreal 0.04% Add +1.7% 467,663 $116.6M
Cerity Partners LLC 0.31% Reduce -92.5% 466,576 $116.2M
Captrust Financial Advisors 0.40% Reduce -6.6% 435,390 $108.8M
Mercer Global Advisors Inc. 0.30% Add +13.7% 428,097 $107.0M
Cullen/Frost Bankers, Inc. 1.53% Reduce -0.9% 413,127 $103.2M
Charles Schwab Investment Management Inc. 0.02% Reduce -41.0% 397,769 $99.4M
Larson Financial Group LLC 7.52% Add +2.3% 389,684 $97.4M
Rockefeller Capital Management L.P. 0.28% Add +6.2% 388,147 $97.0M
Millburn Ridgefield LLC 2.67% Add +5.0% 386,008 $96.4M
Catalyst Capital Advisors LLC 2.32% Add +5.0% 386,008 $96.4M
Cresset Asset Management, LLC 0.47% Reduce -24.0% 383,967 $95.9M
Janney Montgomery Scott LLC 0.28% Reduce -1.7% 382,853 $95.7M
1832 Asset Management L.P. 0.17% Reduce -25.6% 371,390 $92.8M
Morningstar Investment Services LLC 1.01% Reduce -72.8% 369,447 $92.1M
Wilbanks Smith & Thomas Asset Management LLC 2.53% Add +0.8% 362,227 $90.5M
Simplicity Wealth,LLC 2.11% Add +26407.1% 354,400 $88.6M
Bleakley Financial Group, LLC 2.54% Add +3.8% 350,626 $87.6M
Manufacturers Life Insurance Company, The 0.08% Reduce -43.0% 347,465 $86.8M
Invictus Private Wealth, LLC 7.66% Add +2.6% 345,368 $86.3M
MML Investors Services, LLC 0.35% Add +0.7% 339,695 $84.9M
Joel Isaacson & Co., LLC 4.61% Add +3.6% 336,240 $84.0M
Financial Synergies Wealth Advisors, Inc. 10.80% Add +104.4% 329,509 $82.3M
FMR LLC 0.01% Reduce -1.2% 324,886 $81.2M
Truist Financial Corp. 0.12% Reduce -40.0% 318,542 $79.6M
Assetmark, Inc. 0.25% Add +0.6% 311,460 $77.8M
Cambridge Investment Research Advisors, Inc. 0.29% Add +0.5% 301,411 $75.3M
Chicago Partners Investment Group LLC 3.15% Add +7.0% 310,439 $74.2M
Corient Private Wealth LP 0.12% Add +3.5% 280,221 $70.0M
Smithfield Trust Co 3.70% Reduce -1.4% 280,514 $69.7M
CENTRAL TRUST Co 1.71% Reduce -0.7% 274,291 $68.5M
Clearstead Advisors, LLC 3.37% Add +3.7% 277,646 $68.1M
Trustmark Bank Trust Department 5.44% Reduce -5.3% 266,668 $66.6M
Coldstream Capital Management Inc. 1.63% Add +0.4% 257,562 $64.4M
Nadler Financial Group, Inc. 7.89% Add +0.1% 256,035 $64.0M
Kestra Advisory Services, LLC 0.42% Add +21.2% 252,689 $63.1M
Pittenger & Anderson Inc. 2.48% Add +1.5% 244,787 $61.2M
Axxcess Wealth Management, LLC 1.72% Add +1.5% 243,270 $60.8M
Oppenheimer Asset Management Inc. 0.88% Reduce -10.2% 240,591 $60.1M
Equitable Holdings, Inc. 0.67% Add +0.2% 238,108 $59.5M
National Philanthropic Trust 1.27% Add +1.6% 233,039 $58.2M
Capital Asset Advisory Services LLC 3.25% Add +1.5% 230,779 $56.7M
Northwest Quadrant Wealth Management, LLC 13.68% Add +0.1% 223,572 $55.9M
Peapack Gladstone Financial Corp. 0.84% Add +2.9% 214,479 $53.6M
Private Advisor Group, LLC 0.38% Reduce -6.5% 213,768 $53.4M
Connecticut Wealth Management, LLC 2.70% Reduce -1.1% 203,282 $50.8M
NewEdge Advisors, LLC 0.44% Reduce -14.2% 202,361 $50.6M
Comerica Bank 0.22% Reduce -0.1% 200,308 $50.0M
McIlrath & Eck, LLC 7.78% Add +3.1% 196,542 $49.1M
US Bancorp \de 0.07% Add +0.1% 196,168 $49.0M
SilverOak Wealth Management LLC 11.80% Add +1.2% 190,073 $47.5M
Venture Visionary Partners LLC 2.25% Add +2.6% 189,284 $47.3M
GenTrust, LLC 2.82% Reduce -1.2% 183,074 $45.7M
Thrivent Financial for Lutherans 0.09% Reduce -36.3% 174,841 $43.7M
Schneider Downs Wealth Management Advisors, LP 10.05% Add +8.4% 174,506 $43.6M
Country Trust Bank 1.13% Reduce -8.0% 174,380 $43.6M
BOK Financial Private Wealth, Inc. 3.22% Reduce -3.3% 173,045 $43.2M
Bessemer Group Inc. 0.08% Add +1.7% 171,999 $43.0M
Arkansas Financial Group, Inc. 7.53% Add +1.1% 171,146 $42.8M
Fulcrum Capital LLC 9.92% Add +4.0% 167,249 $41.8M
Leavell Investment Management, Inc. 2.35% Add +1.8% 162,700 $40.7M
TCV Trust & Wealth Management, Inc. 3.88% Reduce -1.2% 161,900 $40.5M
American Trust 3.32% Reduce -46.6% 158,886 $39.7M
Riverpoint Wealth Management Holdings, LLC 10.99% Add +0.3% 158,139 $39.5M
NewEdge Wealth, LLC 0.87% Add +0.6% 161,876 $38.8M
New Hampshire Trust 8.96% Add +0.0% 153,413 $38.3M
Stephens Consulting, LLC 11.02% Reduce -2.9% 143,815 $35.9M
Heartwood Wealth Advisors LLC 4.23% Reduce -0.3% 137,623 $34.4M
CX Institutional 1.66% Add +0.4% 137,426 $34.3M
New York Life Investment Management LLC 0.34% Reduce -22.0% 137,088 $34.3M
Regions Financial Corp. 0.26% Add +0.7% 136,532 $34.1M
Bear Mountain Capital, Inc. 14.63% Reduce -5.9% 144,216 $33.9M
Ellevest, Inc. 2.09% Add +2.5% 135,066 $33.7M
Arrow Financial Corp 3.28% Reduce -3.6% 132,096 $33.0M
Ballast, Inc. 10.33% Add +0.3% 130,790 $32.7M
Marquette Asset Management, LLC 5.54% Add +1.1% 127,855 $31.9M
Perkins Coie Trust Co 7.48% Add +6.0% 127,610 $31.9M
Agf Management Ltd. 0.18% Add +2.6% 126,660 $31.6M
Steward Partners Investment Advisory, LLC 0.34% Add +317.5% 125,181 $31.3M
TL Private Wealth 15.22% Add +2.1% 124,578 $30.8M
BLB&B Advisors, LLC 1.72% Reduce -1.7% 121,957 $30.5M
Glenmede Trust Co. NA 0.15% Add +2.8% 121,898 $30.5M
Conrad Siegel Investment Advisors, Inc. 8.87% Reduce -3.3% 121,365 $30.3M
Wealth Enhancement Advisory Services, LLC 0.08% Add +13.9% 119,258 $29.8M
BCK Partners, Inc. 15.75% Reduce -0.2% 117,792 $29.4M
Fidato Wealth LLC 26.33% Reduce -0.1% 117,540 $29.4M
Atria Wealth Solutions, Inc. 0.33% Add +3.1% 116,572 $29.1M
Associated Banc-Corp 0.92% Reduce -0.4% 116,482 $29.1M
SP Asset Management LLC 2.63% Reduce -0.0% 112,985 $28.2M
Cutler Investment Counsel LLC 3.76% Add +6.3% 112,107 $28.0M
First Manhattan Co. Llc. 0.09% Add +2.0% 112,011 $28.0M
Blankinship & Foster, LLC 7.29% Add +1.3% 111,404 $27.8M
Bouchey Financial Group, Ltd. 2.71% Add +3.3% 110,414 $27.6M
Arax Advisory Partners 2.91% Reduce -2.0% 110,283 $27.6M
Phillips Financial Management, LLC 2.25% Reduce -1.6% 110,073 $27.5M
Wealthquest Corp 2.83% Add +0.0% 105,515 $26.4M
Dechtman Wealth Management, LLC 6.14% Add +2.6% 105,305 $26.3M
DT Investment Partners, LLC 2.65% Add +4.7% 104,983 $26.2M
Ashton Thomas Private Wealth, LLC 1.48% Add +1.3% 103,605 $25.9M
Cranbrook Wealth Management, LLC 6.51% Reduce -0.6% 102,996 $25.7M
Lwmg, LLC 5.90% Add +3.8% 102,311 $25.6M
Whittier Trust Co. 0.37% Reduce -1.8% 100,791 $25.2M
KFA Private Wealth Group, LLC 7.69% Add +3.5% 99,178 $24.8M
Fiducient Advisors LLC 4.88% Add +8.7% 98,645 $24.6M
Axiom Financial Strategies, LLC 15.55% Reduce -1.6% 97,733 $24.4M
HB Wealth Management, LLC 0.31% Reduce -5.0% 97,640 $24.4M
Nicolet Advisory Services, LLC 2.47% Reduce -7.6% 98,494 $24.4M
St Germain D J Co. Inc. 1.19% Reduce -2.2% 97,260 $24.3M
AMG National Trust Bank 0.70% Reduce -3.2% 96,213 $24.0M
Consilio Wealth Advisors, LLC 11.20% Reduce -0.8% 95,732 $23.9M
Performa Ltd (US), LLC 10.48% Add +1.5% 95,289 $23.8M
Northern Trust Corp. 0.00% Add +5.8% 95,250 $23.8M
Pure Financial Advisors, LLC 0.74% Add +0.7% 95,122 $23.8M
Condor Capital Management 2.31% Add +12.0% 94,635 $23.6M
Wolff Financial Management LLC 6.77% Reduce -0.4% 92,942 $23.2M
Searcy Financial Services Inc. 11.76% Add +1.2% 92,479 $23.1M
Blair William & Co. 0.07% Add +3.4% 92,326 $23.1M
Full Sail Capital, LLC 1.60% Reduce -0.1% 91,933 $23.0M
Concourse Financial Group Securities, Inc. 1.47% Reduce -8.3% 90,938 $22.7M
MAI Capital Management 0.23% Add +44.9% 89,754 $22.4M
SOL Capital Management CO 2.82% Add +0.9% 89,680 $22.4M
Empower Advisory Group, LLC 0.08% Reduce -3.7% 89,256 $22.3M
Round Rock Advisors LLC 5.31% Reduce -2.3% 88,700 $22.2M
Woodmont Investment Counsel LLC 1.85% Add +0.0% 88,138 $22.0M
Whittier Trust Co. of Nevada Inc. 0.63% Add +2.0% 87,220 $21.8M
ProVise Management Group, LLC 1.88% Reduce -9.2% 86,783 $21.7M
Wesbanco Bank Inc. 0.82% Add +5.1% 86,423 $21.6M
Simmons Bank 1.62% Reduce 0.0% 86,154 $21.5M
Brown Advisory Inc. 0.03% Reduce -5.8% 83,994 $21.0M
American Financial Advisors, LLC 2.94% Add +0.6% 83,427 $20.8M
Mesirow Financial Investment Management, Inc. 0.47% Add +2.6% 82,894 $20.7M
Wooster Corthell Wealth Management, Inc. 4.74% Reduce -2.2% 82,894 $20.7M
FIDELIS iM, LLC 10.36% Add +1.0% 82,561 $20.6M
Avantax Advisory Services, Inc. 0.18% Reduce -19.6% 82,479 $20.6M
Raymond James Trust N.A. 0.50% Add +3.1% 82,088 $20.5M
Glenview Trust Co 0.44% Add +0.1% 81,749 $20.4M
Transamerica Financial Advisors, LLC 2.05% New 80,711 $20.2M
Integrated Wealth Concepts LLC 0.28% Add +1.2% 78,548 $19.6M
Pathway Financial Advisors LLC 5.30% Add +1.4% 78,413 $19.6M
Stephens Inc. 0.30% Reduce -0.0% 77,762 $19.4M
Berkshire Asset Management LLC 1.02% Add +1.7% 76,976 $19.2M
Lincoln National Corp. 0.30% Reduce -9.8% 76,654 $19.2M
Founders Financial Securities LLC 1.95% Reduce -9.5% 74,464 $18.6M
Exencial Wealth Advisors, LLC 0.69% Add +0.6% 73,534 $18.4M
Prio Wealth Limited Partnership 0.53% Add +12.7% 73,192 $18.3M
Horizon Investments, LLC 0.48% Reduce -9.4% 72,995 $18.2M
Envestnet Portfolio Solutions, Inc. 0.07% Reduce -7.3% 72,552 $18.1M
Pine Ridge Advisers LLC 2.09% Add +2.0% 71,679 $17.9M
Whitegate Investment Counselors, Inc. 4.99% Add +0.6% 70,899 $17.7M
First Horizon Advisors, Inc. 0.54% Reduce -1.7% 69,882 $17.5M
Wealthspire Retirement, LLC 1.50% Add +7.8% 69,826 $17.4M
Marietta Wealth Management, LLC 2.88% Add +0.6% 69,753 $17.4M
Praetorian Wealth Management, Inc. 4.65% Reduce -0.7% 69,657 $17.4M
Heritage Investors Management Corp. 0.61% Reduce -0.5% 69,166 $17.3M
Pinnacle Financial Partners Inc 0.37% Reduce -1.9% 68,638 $17.1M
Northeast Investment Management 0.84% Add +1.1% 68,625 $17.1M
Kellett Wealth Advisors, LLC 11.86% Add +8.9% 68,579 $17.1M
Salem Investment Counselors Inc. 0.56% Add +1.5% 68,232 $17.0M
Lido Advisors, LLC 0.15% Add +6.4% 67,717 $16.9M
GeoWealth Management, LLC 0.65% Add +2256.4% 67,274 $16.8M
Bokf, NA 0.31% Add +1.4% 67,541 $16.8M
AJ Advisors, LLC 9.13% Add +4.7% 66,223 $16.5M
Von Berge Wealth Management Group, LLC 10.53% Add +16.9% 65,508 $16.4M
Retirement Financial Solutions, LLC 8.28% Add +10.1% 64,473 $16.1M
Ballentine Partners, LLC 0.30% No change 63,958 $16.0M
Sage Rhino Capital LLC 3.77% Reduce -0.3% 63,941 $16.0M
Cadence Bank 1.15% Add +4.6% 63,201 $15.8M
Single Point Partners, LLC 3.66% Reduce -0.9% 63,041 $15.8M
Twele Capital Management, Inc. 3.55% Reduce -0.0% 62,857 $15.7M
Tectonic Advisors LLC 1.20% Add +0.2% 62,744 $15.7M
Patriot Investment Management Group, Inc. 1.23% Reduce -17.6% 62,242 $15.6M
GDS Wealth Management 1.81% Add +2.5% 61,852 $15.5M
Veracity Capital LLC 6.00% New 61,820 $15.4M
Tarbox Family Office, Inc. 2.71% Reduce -0.2% 61,765 $15.4M
Sierra Capital LLC 2.02% Add +0.1% 61,714 $15.4M
Montag A & Associates Inc. 0.77% No change 61,540 $15.4M
Advantage Trust Co 11.31% Reduce -1.6% 61,379 $15.3M
Baltimore-Washington Financial Advisors, Inc. 0.97% Reduce -0.7% 61,368 $15.3M
Meridian Management Co. 4.14% Reduce -1.3% 60,606 $15.1M
Abbrea Capital, LLC 1.99% Add +5.3% 60,568 $15.1M
Parallel Advisors, LLC 0.41% Reduce -3.6% 60,408 $15.1M
Advisory Services & Investments, LLC 10.38% Add +4.3% 60,213 $15.0M
Staley Capital Advisers Inc. 0.70% Reduce -1.2% 59,987 $15.0M
Prudent Investors Network, Inc. 5.64% — 59,822 $14.9M
Oppenheimer & Co. Inc. 0.25% Add +5.9% 59,626 $14.9M
Nations Financial Group Inc, /Ia/ 1.24% Reduce -4.6% 58,911 $14.7M
NORTHSTAR ASSET MANAGEMENT Co 3.60% Reduce -0.5% 58,499 $14.6M
Trust Co of the South 3.37% Add +40.8% 58,449 $14.6M
TD Waterhouse Canada Inc. 0.11% Add +10.2% 58,709 $14.6M
Marshall Financial Group Inc. 4.81% Add +1.2% 58,375 $14.6M
D.A. Davidson & Co. 0.13% Add +6.4% 58,344 $14.6M
Riverview Capital Advisers, LLC 5.00% Add +1.5% 58,148 $14.5M
Intrust Bank NA 1.55% Reduce -2.4% 58,053 $14.5M
TrueWealth Financial Partners 10.06% Add +1.9% 57,392 $14.3M
Crane Advisory, LLC 2.87% Add +9.1% 58,406 $14.2M
Ameritas Advisory Services, LLC 0.58% Add +7.7% 56,902 $14.1M
Frisch Financial Group, Inc. 4.66% Add +2.6% 56,256 $14.0M
Great Valley Advisor Group, Inc. 0.43% Add +7.1% 56,164 $14.0M
Annapolis Financial Services, LLC 4.61% Reduce -15.1% 56,001 $14.0M
Johnson Bixby & Associates, LLC 2.39% Add +2351.0% 55,000 $13.7M
Investments & Financial Planning, LLC 9.28% Add +1.5% 54,172 $13.5M
Core Wealth Advisors, Inc. 4.55% Add +6.4% 53,586 $13.4M
Benjamin F. Edwards & Company, Inc. 0.24% Reduce -5.8% 53,393 $13.3M
Fee-Only Financial Planning, L.C. 8.99% Reduce -1.1% 53,298 $13.3M
Exchange Traded Concepts, LLC 0.34% Reduce -47.7% 53,286 $13.3M
Avidian Wealth Enterprises, LLC 0.71% Reduce -7.1% 53,268 $13.3M
Roof Eidam Maycock Peralta, LLC 3.65% Reduce -0.0% 53,201 $13.3M
Towneley Capital Management, Inc / DE 3.22% Reduce -0.3% 52,368 $13.1M
Zhang Financial LLC 0.97% Add +13.7% 52,237 $13.1M
Carnegie Investment Counsel 0.41% Add +5.0% 52,117 $13.0M
Geller Advisors LLC 1.04% No change 51,136 $12.8M
Alliancebernstein L.P. 0.00% Add +0.8% 50,939 $12.7M
Ruggaard & Associates LLC 6.04% Add +4.3% 50,812 $12.7M
Forvis Mazars Wealth Advisors, LLC 0.32% Add +19.2% 50,656 $12.7M
Mitchell McLeod Pugh & Williams Inc. 3.04% Add +18.4% 50,552 $12.6M
Brand Asset Management Group, Inc. 5.43% Reduce -1.0% 50,551 $12.6M
Legend Financial Advisors, Inc. 9.14% Add +3.6% 50,494 $12.6M
Wellington Wealth Strategies, LLC. 5.84% New 50,258 $12.6M
Kiely Wealth Advisory Group, Inc. 7.14% Add +2.1% 51,855 $12.5M
Fidelis Capital Partners, LLC 1.90% Add +24.2% 49,959 $12.5M
National Bank of Canada 0.02% Add +921.2% 50,173 $12.3M
Jackson, Grant Investment Advisers, Inc. 5.05% Reduce -2.4% 49,275 $12.3M
US Financial Advisors, LLC 4.26% Add +2.1% 49,254 $12.3M
TD Private Client Wealth LLC 0.40% Add +3.0% 48,826 $12.2M
SageView Advisory Group, LLC 0.62% Add +1948.3% 158,274 $12.2M
Hillman Co. 5.63% Add +136.2% 48,319 $12.1M
Whelan Financial 5.50% Reduce -3.2% 48,208 $12.0M
jvl associates llc 4.96% Reduce -0.0% 48,183 $12.0M
Stratos Wealth Partners, LTD. 0.20% Reduce -12.3% 48,167 $12.0M
Gemmer Asset Management LLC 1.39% Reduce -1.0% 47,818 $11.9M
Iron Horse Wealth Management, LLC 4.72% Add +4.2% 47,697 $11.9M
Caprock Group, LLC 0.68% Add +11.4% 47,576 $11.9M
Manchester Capital Management LLC 1.46% Add +1.1% 47,450 $11.9M
Grey Fox Wealth Advisors, LLC 4.46% Add +10.8% 47,441 $11.9M
DORVAL Corp 5.47% Add +0.3% 49,128 $11.8M
First National Corp. /Ma/ 2.89% No change 50,460 $11.7M
Cordgrass Capital Advisors, LLC 3.62% Add +41.0% 46,496 $11.6M
Capital Planning LLC 3.77% Add +7.3% 46,200 $11.5M
Noble Family Wealth, LLC 3.28% Reduce -6.7% 46,084 $11.5M
Principal Securities, Inc. 0.36% Reduce -12.4% 46,065 $11.5M
Horizons Wealth Management 7.54% No change 49,440 $11.5M
Lowe Brockenbrough & Co. Inc. 0.78% Reduce -1.4% 45,998 $11.5M
LBMC Investment Advisors, LLC 0.99% Reduce -3.4% 45,689 $11.4M
Arkadios Wealth Advisors 0.88% Add +8.5% 45,473 $11.4M
Dynamic Advisor Solutions LLC 0.38% Reduce -0.8% 45,221 $11.3M
Anderson Hoagland & Co. 1.26% Reduce -2.0% 46,023 $11.2M
Fischer Investment Strategies, LLC 9.77% New 44,718 $11.2M
Merit Financial Group, LLC 0.27% Add +312.1% 46,098 $11.1M
Bank of New Hampshire 2.91% Reduce -0.6% 44,372 $11.1M
Arkos Global Advisors 1.84% Reduce -2.2% 44,200 $11.0M
TriaGen Wealth Management LLC 4.57% Add +9.6% 44,129 $11.0M
KMG Fiduciary Partners, LLC 1.14% Add +0.7% 43,905 $11.0M
Red Wave Investments LLC 4.11% Reduce -4.8% 43,813 $10.9M
McNaughton Wealth Management, LLC 6.07% Add +1.2% 43,799 $10.9M
Ironsides Asset Advisors, LLC 3.75% Add +6.7% 43,754 $10.9M
Graypoint LLC 0.78% Add +3.2% 43,338 $10.8M
TruWealth Advisors, LLC 0.75% Add +0.3% 43,265 $10.8M
Capital Investment Advisory Services, LLC 1.15% Reduce -5.5% 43,076 $10.8M
Sandy Cove Advisors, LLC 4.95% Add +3.3% 42,960 $10.7M
Pinnacle Associates Ltd. 0.17% Add +0.3% 42,923 $10.7M
Ancora Advisors LLC 0.24% Add +8.9% 42,519 $10.6M
Avion Wealth 2.83% Reduce -3.7% 42,143 $10.5M
Wealthcare Advisory Partners LLC 0.34% Add +7.1% 42,099 $10.5M
Summit Financial, LLC 0.62% Add +6.8% 41,931 $10.5M
Sebold Capital Management, Inc. 7.05% Add +4.8% 41,785 $10.4M
Ameraudi Asset Management, Inc. 4.78% Reduce -4.4% 41,104 $10.3M
Per Stirling Capital Management, LLC. 1.71% Add +6.2% 40,956 $10.2M
M Holdings Securities, Inc. 1.71% Add +9.3% 40,740 $10.2M
Rossmore Private Capital 1.32% Add +0.4% 40,459 $10.1M
Platte River Wealth Advisors, LLC 2.87% Add +1.6% 40,322 $10.1M
Custos Family Office, LLC 5.17% Add +0.2% 40,116 $10.0M
SWP Financial LLC 7.02% Add +1.2% 40,253 $10.0M
Greytown Advisors Inc. 5.61% Reduce -5.3% 39,896 $10.0M
Traction Financial Partners, LLC 7.73% Add +18.2% 40,278 $9.9M
Gratus Wealth Advisors, LLC 1.81% Reduce -46.4% 41,883 $9.8M
Aries Wealth Management 3.15% Add +2.9% 39,062 $9.8M
EnRich Financial Partners LLC 3.60% Add +15.8% 38,486 $9.6M
Hoylecohen, LLC 0.73% Add +0.3% 38,214 $9.5M
Prime Capital Investment Advisors, LLC 0.13% Add +9.6% 38,176 $9.5M
Sepio Capital, LP 0.82% Add +4.0% 38,169 $9.5M
Cook Wealth, LLC 5.72% Add +5.8% 39,700 $9.5M
David Kennon Inc 4.05% Reduce -9.8% 37,912 $9.5M
Asset Management Group, Inc. 1.44% Add +0.7% 37,848 $9.5M
Commerce Bank 0.06% Add +36.8% 37,733 $9.4M
Centered Wealth LLC dba Miller Equity Capital Advisors 3.89% Add +4.9% 37,709 $9.4M
WNY Asset Management, LLC 1.43% Add +0.8% 37,583 $9.4M
Vanguard Group Inc. 0.00% Add +42.9% 37,569 $9.4M
Hall Capital Management Co. Inc. 4.63% Add +0.0% 37,531 $9.4M
Financial Futures Ltd Liability Co. 6.08% Add +7.1% 36,693 $9.2M
Curi Capital, LLC 0.21% Add +9.1% 36,457 $9.1M
Houlihan Financial Resource Group, Ltd. 4.07% Reduce -0.6% 36,316 $9.1M
Franklin Resources Inc. 0.00% Add +8.8% 36,306 $9.1M
McClarren Financial Advisors, Inc. 6.46% Add +0.4% 35,998 $9.0M
4Thought Financial Group Inc. 5.89% Add +20.2% 35,845 $9.0M
PDS Planning, Inc 0.94% Add +1.2% 35,674 $8.9M
Sfm, LLC 6.81% Reduce -4.5% 35,670 $8.9M
Scott Capital Advisors, LLC 2.70% Add +1.1% 35,907 $8.9M
Acropolis Investment Management, LLC 0.58% Reduce -5.6% 35,489 $8.9M
Bailard, Inc. 0.24% Add +2.0% 35,475 $8.9M
Wells Financial Advisors INC 5.99% Reduce -1.0% 35,208 $8.8M
Beacon Financial Strategies CORP 6.33% Add +1.1% 35,167 $8.8M
Choreo, LLC 0.22% Reduce -7.0% 34,994 $8.7M
Towerpoint Wealth, LLC 4.36% Add +2.8% 34,704 $8.7M
TD Capital Management LLC 0.92% Add +0.1% 34,662 $8.7M
Prospera Financial Services Inc 0.26% Add +8.5% 34,610 $8.7M
Dakota Wealth Management 0.22% Add +4.5% 34,591 $8.6M
Buckingham Strategic Wealth, LLC 0.09% Add +0.9% 34,478 $8.6M
Smith & Howard Wealth Management, LLC 2.66% Reduce -4.4% 34,431 $8.6M
Royal Fund Management, LLC 0.99% Add +0.7% 34,402 $8.6M
ForthRight Wealth Management, LLC 3.09% Add +2.2% 34,413 $8.6M
Gray Wealth Management Inc. 3.82% Add +1.5% 34,257 $8.6M
RKL Wealth Management LLC 0.84% Add +0.3% 33,932 $8.5M
Wedmont Private Capital 0.62% Add +1.3% 34,267 $8.5M
JDM Financial Group LLC 6.16% Add +10.3% 33,790 $8.4M
Keybank National Association 0.03% Reduce -1.8% 33,761 $8.4M
Aspire Capital Advisors LLC 2.82% Reduce -13.0% 33,566 $8.4M
Texas Yale Capital Corp. 0.37% Add +0.3% 33,381 $8.3M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.85% Reduce -1.4% 33,195 $8.3M
J.W. Cole Advisors, Inc. 0.42% Reduce -12.8% 33,250 $8.3M
Bradley Foster & Sargent Inc. 0.15% Add +0.5% 33,017 $8.2M
New Insight Wealth Advisors 5.14% Add +24.2% 32,975 $8.2M
B. Riley Wealth Advisors, Inc. 0.22% Add +2.7% 39,544 $8.2M
Evermay Wealth Management LLC 1.24% Reduce -0.3% 32,859 $8.2M
Verus Financial Partners, Inc. 0.96% Reduce -0.0% 32,760 $8.2M
First Bancorp, Inc 6.18% Reduce -3.3% 32,688 $8.2M
Drive Wealth Management, LLC 2.29% Add +21.3% 32,649 $8.2M
Family Investment Center, Inc. 2.63% Reduce -15.3% 32,646 $8.2M
Valmark Advisers, Inc. 0.14% Add +1.7% 32,633 $8.2M
CRA Financial Services, LLC 1.77% Add +8.2% 32,580 $8.1M
Sand Hill Global Advisors, LLC 0.38% Reduce -0.7% 32,457 $8.1M
Silverleafe Capital Partners, LLC 3.31% New 32,257 $8.1M
Principle Wealth Partners LLC 0.63% Add +0.3% 32,253 $8.1M
Texas Capital Bank Wealth Management Services Inc 0.87% Reduce -4.7% 31,818 $8.0M
M&T Bank Corp 0.03% Reduce -12.6% 31,759 $7.9M
Roundview Capital LLC 0.65% Add +5.1% 31,758 $7.9M
JNBA Financial Advisors 0.83% Reduce -2.2% 31,588 $7.9M
Waller Financial Planning Group, Inc. 2.10% Reduce -2.9% 31,584 $7.9M
EP Wealth Advisors, LLC 0.09% Add +54.6% 31,557 $7.9M
Cozad Asset Management Inc. 0.82% Add +3.5% 31,522 $7.9M
Prosperitas Financial LLC 5.02% Add +12.6% 31,336 $7.8M
Headinvest, LLC 1.52% Reduce -0.3% 31,258 $7.8M
Black Diamond Financial, LLC 2.10% No change 33,355 $7.8M
Sage Financial Group Inc. 0.70% Reduce -3.9% 30,983 $7.7M
Sowell Financial Services LLC 0.36% Reduce -11.7% 30,704 $7.7M
Wescott Financial Advisory Group, LLC 0.95% Reduce -6.5% 30,691 $7.7M
OneDigital Investment Advisors LLC 0.12% Reduce -6.2% 30,507 $7.6M
Financial Management Professionals, Inc. 1.12% Add +2.1% 30,456 $7.6M
O'Connor Financial Group LLC 4.53% Add +191.5% 30,446 $7.6M
Avior Wealth Management, LLC 0.35% Add +8.5% 32,344 $7.6M
Addis & Hill, Inc 6.44% Add +0.0% 30,577 $7.5M
Nikulski Financial, Inc. 2.49% Add +2.8% 30,029 $7.5M
Wheelhouse Advisory Group LLC 5.76% Add +11.5% 30,017 $7.5M
Elevation Wealth Partners, LLC 3.74% Add +7.5% 30,001 $7.5M
Chesley Taft & Associates LLC 0.38% Add +2.0% 29,905 $7.5M
Apella Capital, LLC 0.38% Add +25.3% 30,184 $7.5M
Caldwell Trust Co 0.87% Add +0.7% 29,872 $7.5M
FLC Capital Advisors 1.89% Add +0.5% 29,870 $7.5M
Almanack Investment Partners, LLC. 1.27% Add +6.2% 29,838 $7.5M
Stratos Wealth Advisors, LLC 0.44% Add +3.6% 29,637 $7.4M
Private Advisory Group LLC 1.06% Add +22.6% 29,621 $7.4M
Citigroup Inc. 0.01% Add +46.0% 29,536 $7.4M
1900 Wealth Management LLC 0.67% Add +0.5% 29,538 $7.4M
Perigon Wealth Management, LLC 0.22% Add +3.1% 29,450 $7.4M
Swisher Financial Concepts, Inc. 6.39% Add +4.1% 30,153 $7.3M
Concurrent Investment Advisors, LLC 0.30% Add +1.6% 29,140 $7.3M
Crestwood Advisors Group, LLC 0.16% Add +6.8% 29,003 $7.2M
Quest Investment Management LLC 0.81% Add +0.8% 28,979 $7.2M
Waverly Advisors, LLC 0.17% Add +10.6% 28,877 $7.2M
Zuckerman Investment Group, LLC 0.83% Add +10.9% 28,871 $7.2M
Visionary Wealth Advisors 0.49% Add +0.5% 28,842 $7.2M
Blackston Financial Advisory Group, LLC 4.76% Reduce -0.1% 28,707 $7.2M
Daymark Wealth Partners, LLC 0.39% Add +11.7% 28,670 $7.2M
Tsfg, LLC 1.81% Add +24.7% 28,656 $7.2M
Sawgrass Asset Management LLC 0.78% No change 28,640 $7.2M
Optas, LLC 1.95% Add +41.2% 28,601 $7.1M
Spire Wealth Management 0.13% Add +443.8% 27,980 $7.0M
Benchmark Financial Wealth Advisors, LLC 2.66% Reduce -2.1% 27,852 $7.0M
Savant Capital, LLC 0.08% Reduce -5.1% 27,732 $6.9M
Global Retirement Partners, LLC 0.26% Reduce -4.8% 27,587 $6.9M
Elwood & Goetz Wealth Advisory Group, LLC 1.67% Add +1.3% 27,537 $6.9M
Prudential Financial Inc. 0.01% Add +26.3% 27,527 $6.9M
Warner Financial, Inc. 3.44% Add +2.5% 27,438 $6.9M
Sigma Planning Corp 0.22% Add +139.5% 27,409 $6.8M
Howe & Rusling Inc. 0.65% Reduce -19.7% 27,270 $6.8M
Meridian Wealth Advisors, LLC 1.28% Add +4.1% 27,268 $6.8M
Ausdal Financial Partners, Inc. 0.79% Add +14.0% 27,090 $6.8M
Caliber Wealth Management, LLC 3.57% Add +4.0% 26,873 $6.7M
Mgo One Seven LLC 0.35% Add +17.0% 26,655 $6.7M
Integrated Advisors Network LLC 0.34% Add +1.4% 26,634 $6.7M
Kestra Private Wealth Services, LLC 0.15% Reduce -4.4% 26,526 $6.6M
Cary Street Partners Investment Advisory LLC 0.28% Add +16.9% 26,485 $6.6M
United Bank 0.79% Add +8.4% 26,445 $6.6M
MorganRosel Wealth Management, LLC 2.35% Add +6.3% 26,408 $6.6M
Kathleen S. Wright Associates Inc. 3.09% Add +2.8% 26,254 $6.6M
CoreCap Advisors, LLC 0.35% Reduce -48.6% 26,218 $6.6M
Moneco Advisors, LLC 1.04% Add +11.1% 26,126 $6.5M
NorthCoast Asset Management LLC 0.08% Add +9.3% 26,041 $6.5M
XML Financial, LLC 0.66% Add +1.1% 25,962 $6.5M
Gill Capital Partners, LLC 2.61% Add +11.1% 27,135 $6.5M
Cornerstone Advisory, LLC 0.92% Add +64.0% 25,812 $6.4M
WMS Partners, LLC 0.44% Reduce -1.1% 25,785 $6.4M
Brighton Jones LLC 0.23% Add +1.2% 25,716 $6.4M
Financial Engines Advisors L.L.C. 0.01% Reduce -17.5% 25,691 $6.4M
Randall & Associates Wealth Management 5.79% Reduce -37.5% 25,659 $6.4M
Northcape Wealth Management, LLC 2.33% Reduce -2.7% 25,576 $6.4M
Steph & Co. 2.19% Add +3.2% 25,507 $6.4M
Cypress Wealth Services, LLC 1.47% Reduce -1.1% 25,283 $6.3M
Harbor Advisory Corp. 2.15% Add +0.2% 25,281 $6.3M
PAX Financial Group, LLC 1.26% Reduce -5.4% 25,171 $6.3M
Shufro Rose & Co. LLC 0.52% Reduce -55.4% 25,053 $6.3M
Aveo Capital Partners, LLC 0.68% Add +8.3% 25,945 $6.3M
Simplex Trading, LLC 0.18% Add +72.0% 25,015 $6.3M
Cahill Financial Advisors Inc. 0.85% Add +0.9% 24,972 $6.2M
WASHINGTON TRUST Co 0.23% Add +3.4% 24,941 $6.2M
First National Bank Sioux Falls 3.40% Add +9.8% 24,899 $6.2M
One Capital Management, LLC 0.23% Add +0.9% 24,822 $6.2M
Focus Partners Advisor Solutions, LLC 0.18% Add +22.9% 24,661 $6.2M
Principal Financial Group Inc. 0.00% Reduce -42.8% 24,479 $6.1M
Bristlecone Advisors, LLC 0.53% Add +13.5% 24,293 $6.1M
Goldstone Financial Group, LLC 1.39% Add +7.3% 24,289 $6.1M
Grove Bank & Trust 1.02% Add +3.6% 24,274 $6.1M
Benedetti & Gucer, Inc. 3.01% Add +3.6% 24,219 $6.1M
Cascade Financial Partners, LLC 0.86% — 24,942 $6.0M
Horizon Family Wealth, Inc. 4.61% Reduce -47.8% 23,941 $6.0M
First PREMIER Bank 1.58% Add +3.2% 23,843 $6.0M
Johnson Investment Counsel Inc. 0.06% Add +2.7% 23,650 $5.9M
Forum Private Client Group LLC 2.85% Add +3.4% 23,587 $5.9M
First Merchants Corp. 0.44% Reduce -1.6% 23,495 $5.9M
Culbertson A N & Co. Inc. 1.01% Add +0.1% 23,480 $5.9M
Farrell Financial LLC 4.76% Add +5.3% 23,264 $5.8M
Centurion Wealth Management LLC 2.29% New 23,217 $5.8M
United Capital Financial Advisors, LLC 0.05% Reduce -2.4% 22,945 $5.7M
Parsons Capital Management Inc. 0.39% Add +3.6% 22,861 $5.7M
Mystic Asset Management, Inc. 2.35% Reduce -0.3% 22,737 $5.7M
Walkner Condon Financial Advisors LLC 1.20% Reduce -1.1% 22,725 $5.7M
Advisory Services Network, LLC 0.13% Add +10.8% 22,675 $5.7M
Capital Insight Partners, LLC 1.06% Add +4.7% 22,652 $5.7M
Fortitude Family Office, LLC 3.77% Add +35.6% 22,458 $5.6M
Essex Financial Services, Inc. 0.52% Add +2.4% 22,349 $5.6M
Gladstone Institutional Advisory LLC 0.31% Reduce -1.1% 22,277 $5.6M
Synovus Financial Corp. 0.07% Reduce -1.8% 22,182 $5.5M
Beirne Wealth Consulting Services, LLC 2.34% Add +585.5% 22,061 $5.5M
MBL Wealth, LLC 0.63% Add +21.9% 22,013 $5.5M
Retirement Income Solutions, Inc. 1.24% Reduce -2.2% 21,956 $5.5M
Lokken Investment Group LLC 2.73% Add +4.1% 21,931 $5.5M
Kingsview Wealth Management, LLC 0.14% Add +40.8% 21,739 $5.4M
Bernardo Wealth Planning LLC 1.51% Add +27.2% 21,725 $5.4M
Mutual Advisors, LLC 0.17% Reduce -6.8% 21,708 $5.4M
Fonville Wealth Management LLC 2.40% Add +10.2% 21,692 $5.4M
Bartlett & Co. Wealth Management LLC 0.08% Reduce -0.7% 21,572 $5.4M
Algorithmic Investment Models, LLC 3.90% Reduce -10.1% 21,223 $5.3M
James J. Burns & Company, LLC 1.85% Reduce -28.4% 21,542 $5.3M
Ziegler Capital Management, LLC 0.20% Add +1.4% 21,162 $5.3M
OneAscent Financial Services LLC 0.58% Reduce -7.2% 20,981 $5.2M
Focus Partners Wealth 0.04% Reduce -3.6% 20,980 $5.2M
Bull Oak Capital, LLC 3.49% Add +20942.4% 20,832 $5.2M
Advisors Capital Management, LLC 0.09% Reduce -10.9% 20,659 $5.2M
Robinswood Financial LLC 2.19% Reduce -6.8% 20,686 $5.1M
Lindbrook Capital, LLC 0.48% Reduce -4.7% 20,520 $5.1M
Spinnaker Trust 0.33% Add +7.6% 20,372 $5.1M
CAP Partners, LLC 4.49% Add +1.6% 20,356 $5.1M
Roger Wittlin Investment Advisory, LLC 3.54% Reduce -5.5% 20,224 $5.1M
Destiny Wealth Partners, LLC 0.90% Reduce -1.3% 20,101 $5.0M
VestGen Investment Management 1.52% Reduce -2.8% 20,031 $5.0M
SVB Wealth LLC 0.11% Add +72.3% 19,996 $5.0M
Regal Investment Advisors LLC 0.34% Add +32.6% 19,925 $5.0M
Kendall Capital Management 1.71% Add +16.7% 19,889 $5.0M
Continuum Advisory, LLC 0.74% Reduce -16.2% 20,168 $4.9M
CPA Asset Management Group, LLC 2.75% Add +4.2% 19,658 $4.9M
Glass Jacobson Investment Advisors llc 1.84% Add +4.9% 19,584 $4.9M
Stratos Investment Management, LLC 0.48% Reduce -3.4% 19,576 $4.9M
Calamos Wealth Management LLC 0.28% No change 19,428 $4.9M
FinDec Wealth Services, Inc. 3.05% Reduce -1.2% 19,420 $4.9M
Financial Planning & Information Services, Inc. 0.72% Reduce -2.2% 19,309 $4.8M
StoneX Group Inc. 0.43% Reduce -0.7% 19,250 $4.8M
Refined Wealth Management 3.38% Add +1.0% 19,198 $4.8M
Lane & Associates LLC 3.01% Reduce -1.7% 19,136 $4.8M
AAF Wealth Management, LLC 2.69% Reduce -33.4% 19,109 $4.8M
Grant Street Asset Management, Inc. 1.55% Add +5.2% 19,092 $4.8M
BBR Partners, LLC 0.38% Reduce -1.0% 18,948 $4.7M
Acorn Financial Advisory Services Inc. 0.89% Reduce -22.7% 18,926 $4.7M
Benchmark Wealth Management, LLC 2.57% Add +4.5% 18,870 $4.7M
King Wealth Management Group 0.83% Add +0.3% 18,855 $4.7M
BKM Wealth Management, LLC 2.01% Add +1.2% 18,673 $4.7M
Family Legacy, Inc. 1.68% Reduce -2.5% 18,655 $4.7M
Salomon & Ludwin, LLC 0.40% No change 18,651 $4.7M
Bridgewealth Advisory Group, LLC 2.27% Add +186.5% 18,537 $4.6M
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 6.11% No change 18,485 $4.6M
DAVENPORT & Co LLC 0.03% Add +2.1% 18,342 $4.6M
Marquette Associates, Inc. 3.22% New 18,251 $4.6M
Park Avenue Securities LLC 0.06% Reduce -1.7% 18,085 $4.5M
Smith, Moore & Co. 0.48% Reduce -3.0% 18,071 $4.5M
Patriot Financial Group Insurance Agency, LLC 0.72% Add +26.3% 18,058 $4.5M
Shorepoint Capital Partners LLC 1.10% Reduce -1.8% 17,966 $4.5M
WP Advisors, LLC 1.47% Add +13.3% 17,930 $4.5M
Financial Insights, Inc. 1.29% Reduce -20.9% 17,905 $4.5M
Fort Washington Investment Advisors Inc. 0.03% Reduce -2.8% 17,816 $4.5M
Pacific Center for Financial Services 1.27% Reduce -1.1% 17,791 $4.4M
Foster Victor Wealth Advisors, LLC 0.41% Reduce -3.9% 18,238 $4.4M
Meridian Financial Advisors, LLC 3.31% Reduce -1.6% 17,762 $4.4M
Argent Trust Co 0.20% Add +2.1% 17,472 $4.4M
Cedrus LLC 2.38% Add +9.6% 17,408 $4.3M
Gleason Group, Inc. 0.91% Reduce -0.1% 17,342 $4.3M
Atria Investments, Inc 0.06% Reduce -18.1% 17,259 $4.3M
S.A. Mason LLC 2.54% Add +0.4% 16,913 $4.2M
Harbour Investments, Inc. 0.15% Add +0.2% 16,903 $4.2M
Councilor Wealth, LLC 2.11% Add +8.3% 16,887 $4.2M
Strategic Investment Advisors / MI 0.54% Add +8.3% 16,773 $4.2M
Philadelphia Trust Co. 0.34% No change 16,760 $4.2M
Federation des caisses Desjardins du Quebec 0.03% Add +82.0% 16,718 $4.2M
REDW Wealth LLC 1.12% Reduce -3.0% 16,683 $4.2M
Gilman Hill Asset Management, LLC 0.74% Add +69.0% 16,612 $4.2M
John W. Brooker & Co., CPAs 2.21% Reduce -2.3% 16,435 $4.1M
Scotia Capital Inc. 0.02% Reduce -10.8% 16,404 $4.1M
Marcum Wealth, LLC 0.42% Add +0.6% 16,392 $4.1M
UMB Bank, n.a. 0.06% Reduce -1.1% 16,350 $4.1M
Motley Fool Wealth Management, LLC 0.21% Add +8.2% 16,256 $4.1M
Sheets Smith Wealth Management 0.45% Add +9.4% 16,233 $4.1M
BCGM Wealth Management, LLC 1.45% Reduce -0.2% 16,208 $4.0M
Legacy Financial Group LLC 0.82% Add +1100.7% 16,174 $4.0M
Gainplan LLC 1.95% Add +7.7% 16,171 $4.0M
Mokosak Advisory Group, LLC 1.33% Add +2.9% 16,158 $4.0M
Beacon Bridge Wealth Partners, LLC 1.90% Reduce -10.3% 16,061 $4.0M
Ellenbecker Investment Group 0.84% Reduce -0.8% 15,995 $4.0M
MAS Advisors LLC 4.61% Add +0.3% 15,975 $4.0M
Hilltop Wealth Advisors, LLC 2.04% Reduce -3.2% 15,972 $4.0M
TrinityPoint Wealth, LLC 0.66% Add +19.2% 15,955 $4.0M
Keystone Financial Group 0.58% Add +4.1% 15,885 $4.0M
Dagco, Inc. 1.80% New 15,847 $4.0M
Armbruster Capital Management, Inc. 0.84% No change 15,787 $3.9M
Evercore Wealth Management, LLC 0.06% Reduce -2.7% 15,664 $3.9M
Composition Wealth, LLC 0.10% Reduce -17.1% 15,629 $3.9M
Petix & Botte Co 0.97% Add +100.5% 15,621 $3.9M
Avestar Capital, LLC 0.45% Add +281.0% 15,618 $3.9M
Berkeley Capital Partners, LLC 1.18% Reduce -62.8% 15,537 $3.9M
Fogel Capital Management, Inc. 2.28% Add +0.8% 16,090 $3.9M
Mather Group, Llc. 0.06% No change 16,636 $3.9M
RFG Advisory, LLC 0.13% Reduce -22.3% 15,329 $3.8M
Wedbush Securities Inc. 0.14% Add +22.4% 15,253 $3.8M
SouthState Bank Corp 0.30% Add +2.9% 15,227 $3.8M
Moisand Fitzgerald Tamayo, LLC 0.58% Reduce -0.5% 15,213 $3.8M
Clayton Financial Group LLC 1.73% Add +3.3% 15,204 $3.8M
MY Wealth Management Inc. 4.17% Reduce -31.7% 15,133 $3.8M
Verus Capital Partners, LLC 0.42% Reduce -0.5% 15,070 $3.8M
White Lighthouse Investment Management Inc. 0.76% Add +7.3% 15,067 $3.8M
Fort Point Capital Partners LLC 0.51% Add +26.7% 15,002 $3.7M
Conservest Capital Advisors, Inc. 0.38% Reduce -8.8% 14,952 $3.7M
Legacy Edge Advisors, LLC 0.78% Reduce -0.0% 14,931 $3.7M
Steward Partners Investment Solutions, LLC 0.63% New 14,908 $3.7M
Alesco Advisors, LLC, An ESL Co 0.12% Reduce -0.3% 14,879 $3.7M
Rockingstone Advisors LLC 1.91% Add +8.8% 14,816 $3.7M
Gradient Capital Advisors, LLC 1.35% Reduce -2.4% 14,735 $3.7M
Guardian Wealth Advisors, LLC / NC 0.45% Add +7.9% 14,719 $3.7M
Fifth Third Securities, Inc. 0.36% Add +1.2% 14,696 $3.7M
First United Bank & Trust 1.36% Add +4.5% 14,670 $3.7M
KCM Investment Advisors LLC 0.14% No change 14,652 $3.7M
Eagle Strategies LLC 0.81% Add +4.6% 14,637 $3.7M
Partners in Financial Planning 0.81% Add +0.1% 14,520 $3.6M
Wilson & Boucher Capital Management, LLC 2.86% Add +0.6% 14,516 $3.6M
Flagship Harbor Advisors, LLC 0.23% Add +1.4% 14,460 $3.6M
Stock Yards Bank & Trust Co. 0.12% Reduce -0.7% 14,394 $3.6M
Hofer & Associates. Inc 2.99% Add +4.1% 14,234 $3.6M
Secure Asset Management, LLC 0.84% Add +4.9% 14,210 $3.6M
Cwm, LLC 0.02% Add +1.8% 14,185 $3.5M
Adapt Wealth Advisors, LLC 2.51% — 14,124 $3.5M
City Holding Co. 0.53% Add +0.9% 14,102 $3.5M
Narus Financial Partners, LLC 1.49% Add +10.3% 13,957 $3.5M
Legacy Advisors, LLC 0.44% Add +0.0% 13,807 $3.4M
Vickerman Investment Advisors, Inc. 1.11% Add +0.8% 13,782 $3.4M
IHT Wealth Management, LLC 0.14% Add +21.7% 13,740 $3.4M
WESCAP Management Group, Inc. 0.99% Reduce -2.0% 13,717 $3.4M
Fermata Advisors, LLC 0.77% Reduce -23.9% 13,678 $3.4M
Vicus Capital 0.31% Reduce -2.0% 13,659 $3.4M
Imprint Wealth LLC 0.82% New 13,677 $3.4M
Legacy PCG, LLC 2.12% Reduce -1.2% 13,545 $3.4M
Alera Investment Advisors, LLC 0.46% Add +0.0% 13,519 $3.4M
Vident Advisory, LLC 0.07% No change 13,362 $3.3M
Omnia Family Wealth, LLC 1.56% Reduce -0.0% 13,352 $3.3M
First Financial Corp. 1.69% Reduce -14.5% 13,326 $3.3M
Retirement Planning Group, LLC 0.25% Add +241.4% 13,321 $3.3M
First National Bank of Omaha 0.23% Reduce -0.7% 12,829 $3.3M
Baron Silver Stevens Financial Advisors, LLC 0.64% Add +3.5% 13,245 $3.3M
Cedar Brook Financial Partners, LLC 0.65% Add +2.1% 13,216 $3.3M
Summit Financial Wealth Advisors, LLC 0.67% Add +0.5% 13,203 $3.3M
GC Wealth Management RIA, LLC 0.66% Add +786.0% 13,193 $3.3M
Brio Consultants, LLC 0.56% Reduce -2.3% 13,193 $3.3M
Greenwich Wealth Management LLC 0.26% Add +1.1% 13,113 $3.3M
Financial Advisory Partners, LLC 1.25% Reduce -14.3% 12,913 $3.2M
Citadel Advisors 0.00% Reduce -11.7% 12,852 $3.2M
SOA Wealth Advisors, LLC. 0.66% Add +0.0% 12,727 $3.2M
Snowden Capital Advisors LLC 0.10% Add +19.8% 12,674 $3.2M
Cornerstone Wealth Management, LLC 0.26% Add +1.9% 12,651 $3.2M
Carmichael Hill & Associates, Inc. 1.30% Add +4.6% 12,644 $3.2M
Silvia McColl Wealth Management, LLC 2.71% Reduce -2.9% 12,950 $3.2M
Bar Harbor Wealth Management 0.21% Reduce -1.0% 12,572 $3.1M
Mayflower Financial Advisors, LLC 0.52% Reduce -1.1% 12,537 $3.1M
IFP Advisors, Inc 0.14% Add +0.6% 12,446 $3.1M
Wealthspan Partners, LLC 1.82% Add +13.8% 12,363 $3.1M
Allen Mooney & Barnes Investment Advisors LLC 0.59% Add +0.1% 12,646 $3.1M
First American Bank 0.23% Add +9.0% 12,232 $3.1M
Retirement Guys Formula LLC 1.49% Reduce -6.6% 12,208 $3.1M
Victory Financial Group, LLC 1.80% Reduce -6.5% 12,201 $3.0M
Badgley Phelps Wealth Managers, LLC 0.08% Reduce -4.6% 12,171 $3.0M
Goelzer Investment Management, Inc. 0.17% Reduce -2.0% 12,125 $3.0M
Alliance Wealth Advisors, LLC 1.90% Add +7.2% 12,048 $3.0M
Dohj, LLC 0.80% Reduce -17.7% 12,023 $3.0M
Capital Advantage, Inc. 0.61% New 12,234 $3.0M
Capital Advisors Wealth Management, LLC 0.62% Reduce -24.8% 11,990 $3.0M
Bank of Marin 2.63% No change 11,975 $3.0M
Koshinski Asset Management, Inc. 0.31% Reduce -10.9% 11,959 $3.0M
Pinnacle Wealth Management Advisory Group, LLC 0.32% Add +2.7% 11,902 $3.0M
St. Louis Trust Co 0.46% Add +41.2% 12,127 $3.0M
Bridges Investment Management Inc. 0.09% No change 11,829 $3.0M
Main Street Financial Solutions, LLC 0.32% Reduce -0.2% 11,826 $3.0M
NWF Advisory Services Inc. 0.49% Add +3.8% 11,814 $3.0M
Lion Street Advisors, LLC 1.20% No change 12,616 $2.9M
Farther Finance Advisors, LLC 0.18% Add +75.8% 11,777 $2.9M
Arvest Trust Co. N A 0.17% Reduce -22.8% 11,698 $2.9M
Topel & Distasi Wealth Management, LLC 1.29% Reduce -7.6% 11,688 $2.9M
Magnus Financial Group LLC 0.35% Reduce -0.1% 11,658 $2.9M
Revolve Wealth Partners, LLC 0.50% Reduce -1.3% 11,597 $2.9M
Peak Asset Management, LLC 0.57% Reduce -4.8% 11,567 $2.9M
Country Club Bank 0.20% Add +2.9% 11,518 $2.9M
Laird Norton Wetherby Wealth Management, LLC 0.14% Add +23.8% 11,481 $2.9M
MIdWestOne Financial Group, Inc. 0.51% Add +2.3% 11,442 $2.9M
&partners 0.39% Add +14.2% 11,731 $2.9M
Modus Advisors, LLC 1.05% Reduce -20.9% 11,357 $2.8M
Bryn Mawr Trust Advisors, LLC 0.16% Reduce -5.4% 11,346 $2.8M
RW Investment Management LLC 0.39% Reduce -5.9% 11,334 $2.8M
Objective Capital Management, LLC 1.91% Reduce -0.3% 11,321 $2.8M
Transcendent Capital Group LLC 1.64% Reduce -0.2% 11,281 $2.8M
Verdence Capital Advisors LLC 0.26% Reduce -2.9% 11,239 $2.8M
Wealth Alliance, LLC 0.37% Reduce -0.3% 11,220 $2.8M
Flow Traders U.S. LLC 0.15% New 11,159 $2.8M
Brown Miller Wealth Management, LLC 1.23% Add +8.0% 11,152 $2.8M
GEM Asset Management, LLC 1.87% Add +0.6% 11,816 $2.8M
Diversified Trust Co. 0.08% Reduce -0.7% 11,126 $2.8M
AdvisorNet Financial, Inc 0.27% Reduce -60.8% 11,084 $2.8M
Centaurus Financial, Inc. 0.19% Reduce -10.0% 11,063 $2.8M
Appleton Partners Inc. 0.21% Add +1.4% 11,006 $2.8M
Fusion Family Wealth, LLC 0.28% Reduce -0.7% 10,979 $2.7M
Duncker Streett & Co. Inc. 0.54% Reduce -1.0% 10,976 $2.7M
Financial Freedom, LLC 1.62% Add +0.1% 10,969 $2.7M
9258 Wealth Management, LLC 0.43% Add +1.4% 10,929 $2.7M
American Money Management, LLC 0.57% Reduce -1.8% 10,924 $2.7M
FDx Advisors, Inc. 0.41% Reduce -25.3% 10,922 $2.7M
Proffitt & Goodson Inc. 0.48% No change 10,884 $2.7M
Apollon Wealth Management, LLC 0.09% Add +7.6% 10,857 $2.7M
Modera Wealth Management, LLC 0.04% Add +1.5% 10,838 $2.7M
Sweet Financial Partners, LLC 0.62% Reduce -0.5% 10,729 $2.7M
CPC Advisors, LLC 0.46% Reduce -4.9% 10,696 $2.7M
First Foundation Advisors 0.11% Reduce -3.2% 10,637 $2.7M
Fiera Capital Corp 0.01% No change 10,623 $2.7M
Conning Inc. 0.09% Reduce -8.9% 10,535 $2.6M
Moneywise, Inc. 1.42% Reduce -13.0% 10,451 $2.6M
GYL Financial Synergies, LLC 0.20% Reduce -3.6% 10,444 $2.6M
Investment Partners, LTD. 1.18% Reduce -4.8% 10,421 $2.6M
Seven Post Investment Office LP 0.64% No change 10,415 $2.6M
Nwam LLC 0.21% Reduce -56.5% 10,436 $2.6M
Creative Financial Designs Inc. 0.24% Reduce -13.7% 10,325 $2.6M
Rwa Wealth Partners, LLC 0.03% Add +8.7% 10,279 $2.6M
Great Lakes Retirement, Inc. 0.38% Add +5.8% 10,279 $2.6M
Financial Advocates Investment Management 0.15% Reduce -6.8% 10,242 $2.6M
Pinnacle Financial Group, LLC / IL 1.12% Add +3.6% 10,230 $2.6M
PFG Advisors 0.19% Add +7.6% 10,196 $2.5M
First National Trust Co 0.10% Reduce -2.1% 10,114 $2.5M
Missouri Trust & Investment Co 0.97% Add +0.6% 10,089 $2.5M
Capital Management Associates, Inc 1.85% Reduce -8.1% 10,072 $2.5M
Columbus Macro, LLC 0.95% No change 10,037 $2.5M
My Personal CFO, LLC 1.44% Add +12.8% 10,021 $2.5M
Atlas Capital Advisors Inc. 0.39% Add +71.7% 10,016 $2.5M
Retirement Planning Co of New England, Inc. 1.37% Reduce -50.5% 9,993 $2.5M
PFW Advisors LLC 0.76% Add +0.1% 9,953 $2.5M
Abbot Financial Management, Inc. 1.37% Reduce -0.4% 9,938 $2.5M
Welch & Forbes LLC 0.03% Reduce -0.7% 9,842 $2.5M
Strategic Family Wealth Counselors, L.L.C. 0.97% Add +2.0% 9,825 $2.5M
Kingfisher Capital LLC 0.60% Reduce -0.7% 9,820 $2.5M
New Perspectives, Inc 1.36% — 9,813 $2.5M
ERn Financial, LLC 0.42% Reduce -1.5% 9,789 $2.4M
Aptus Capital Advisors, LLC 0.05% Add +117.9% 9,746 $2.4M
Focus Financial Network, Inc. 0.12% — 10,343 $2.4M
Brookstone Capital Management 0.04% Add +11.6% 9,595 $2.4M
Thoroughbred Financial Services, LLC 0.23% Reduce -13.5% 9,567 $2.4M
PCA Investment Advisory Services Inc. 1.34% Add +4.8% 9,519 $2.4M
Fiduciary Family Office, LLC 0.93% No change 9,510 $2.4M
GoalFusion Wealth Management, LLC 1.51% Add +3.5% 9,478 $2.4M
CKW Financial Group 0.31% Reduce -0.2% 9,510 $2.4M
Encompass Wealth Advisors, LLC 0.63% Reduce -1.2% 9,449 $2.4M
Sound View Wealth Advisors Group, LLC 0.25% Reduce -7.4% 9,447 $2.4M
Rooted Wealth Advisors, Inc. 1.16% Reduce -33.3% 9,600 $2.4M
GFS Advisors, LLC 0.39% No change 9,405 $2.4M
Advocate Group LLC 0.46% Add +5.6% 9,352 $2.3M
Debussy Capital Management LP 0.68% Reduce -0.4% 9,457 $2.3M
Soltis Investment Advisors LLC 0.26% Add +13.4% 9,287 $2.3M
Valtinson Bruner Financial Planning LLC 0.99% Add +38.6% 9,276 $2.3M
IFS Advisors, LLC 2.02% Reduce -0.1% 9,245 $2.3M
Columbia Asset Management 0.47% No change 9,928 $2.3M
Ridgewood Investments LLC 1.22% Add +3.6% 9,223 $2.3M
Seamount Financial Group Inc. 2.02% Add +4.7% 9,213 $2.3M
Linscomb Wealth, Inc. 0.12% Reduce -11.9% 9,156 $2.3M
Flputnam Investment Management Co. 0.05% Add +9.7% 9,137 $2.3M
Farmers & Merchants Investments Inc. 0.08% Reduce -0.1% 9,129 $2.3M
Intellectus Partners, LLC 0.60% Add +2.6% 9,098 $2.3M
Mason & Associates Inc 0.61% Reduce -72.5% 9,096 $2.3M
Journey Advisory Group, LLC 0.28% Reduce -11.0% 9,085 $2.3M
Summit Trail Advisors, LLC 0.06% Add +10.5% 9,043 $2.3M
Flagstar Securities, Inc. 0.63% Add +4.5% 9,037 $2.3M
Frank, Rimerman Advisors LLC 0.43% No change 8,996 $2.2M
Dogwood Wealth Management LLC 1.51% No change 8,950 $2.2M
Mittelman Wealth Management 1.51% — 8,947 $2.2M
CM Wealth Advisors LLC 0.64% Reduce -7.8% 9,152 $2.2M
Wealthfront Advisers LLC 0.01% Add +49.2% 8,936 $2.2M
High Net Worth Advisory Group LLC 0.70% Add +1.1% 8,911 $2.2M
Newman Dignan & Sheerar, Inc. 0.60% Add +14.3% 8,908 $2.2M
Hall Kathryn A. 0.51% No change 8,905 $2.2M
Idaho Trust Co 2.14% New 8,861 $2.2M
Fingerlakes Wealth Management, Inc. 2.14% Add +2.8% 8,861 $2.2M
Index Fund Advisors, Inc. 0.12% Add +0.1% 8,839 $2.2M
AE Wealth Management LLC 0.02% Reduce -93.6% 8,823 $2.2M
Dana Investment Advisors, Inc. 0.07% Reduce -13.2% 8,773 $2.2M
Pine Valley Investments Ltd Liability Co 0.17% Reduce -1.6% 8,707 $2.2M
Hyman Charles D 0.12% No change 8,667 $2.2M
Defined Wealth Management, LLC 1.55% Reduce -0.1% 8,650 $2.2M
Private Client Services, LLC 1.45% Add +155.0% 8,634 $2.2M
Wintrust Investments LLC 0.19% Add +4.4% 8,626 $2.2M
Anchor Investment Management, LLC 0.23% Reduce -1.7% 8,610 $2.2M
Graves Light Lenhart Wealth, Inc. 0.25% Reduce -1.1% 8,558 $2.1M
Boyd Wealth Management, LLC 1.22% No change 8,547 $2.1M
Millennium Management 0.00% Reduce -35.2% 8,543 $2.1M
Edge Capital Group, LLC 0.11% Add +9.4% 8,507 $2.1M
Evoke Wealth, LLC 0.06% New 8,456 $2.1M
Eclectic Associates Inc. 0.96% Reduce -23.0% 8,397 $2.1M
Hartline Investment Corp./ 0.37% New 8,367 $2.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.37% Add +2.4% 8,367 $2.1M
Patten Group, Inc. 0.51% Reduce -0.1% 8,335 $2.1M
Adero Partners, LLC 0.16% No change 8,328 $2.1M
StrongBox Wealth, LLC 1.09% Add +7.3% 8,309 $2.1M
Aureus Asset Management, LLC 0.14% Reduce -24.6% 8,258 $2.1M
N.E.W. Advisory Services LLC 0.23% Reduce -1.9% 8,237 $2.1M
Twin Focus Capital Partners, LLC 0.39% Add +1.8% 8,236 $2.1M
Wealth Dimensions Group, Ltd. 0.61% Reduce -0.7% 8,234 $2.1M
DeDora Capital, Inc. 0.65% Reduce -15.5% 8,183 $2.0M
IFG Advisors, LLC 0.53% Add +0.4% 8,178 $2.0M
Cyndeo Wealth Partners, LLC 0.17% Add +9.6% 8,109 $2.0M
City State Bank 0.89% Add +2.5% 8,094 $2.0M
Kohmann Bosshard Financial Services, LLC 0.28% Reduce -0.5% 8,079 $2.0M
Gibson Capital, LLC 0.44% Reduce -2.6% 8,057 $2.0M
Independent Financial Group, LLC 0.09% Add +10.4% 8,046 $2.0M
Hilltop Holdings Inc. 0.22% Add +1.2% 8,006 $2.0M
Windham Capital Management, LLC 1.57% Reduce -43.1% 7,994 $2.0M
Haverford Trust Co 0.02% Reduce -1.1% 7,973 $2.0M
Watershed Private Wealth LLC 0.88% Reduce -22.2% 7,959 $2.0M
Stevens Capital Partners 1.18% Reduce -2.2% 7,957 $2.0M
PFG Investments, LLC 0.12% Add +162.4% 7,935 $2.0M
AlTi Global, Inc. 0.06% No change 7,921 $2.0M
Charles Schwab Trust Co 0.19% Add +1.5% 7,906 $2.0M
Gilbert & Cook, Inc. 0.27% Reduce -31.9% 7,895 $2.0M
Argonautica Private Wealth Management, Inc. 0.71% Add +4.3% 7,887 $2.0M
Shepherd Kaplan Krochuk, LLC 1.57% Add +0.4% 7,870 $2.0M
Transcend Capital Advisors, LLC 0.16% Add +3.0% 7,853 $2.0M
Betterment LLC 0.01% Add +111.7% 7,838 $2.0M
Pitcairn Co. 0.13% Add +113.6% 7,825 $2.0M
Bragg Financial Advisors, Inc 0.09% Add +1.1% 7,778 $1.9M
Sentinel Pension Advisors, LLC 0.41% Reduce -13.8% 7,764 $1.9M
Certified Advisory Corp 0.27% Reduce -4.6% 7,743 $1.9M
Boston Trust Walden Corp 0.01% No change 7,705 $1.9M
West Financial Advisors, LLC 0.41% Add +2.7% 7,698 $1.9M
Fiduciary Trust Co 0.03% Reduce -55.6% 7,648 $1.9M
Intergy Private Wealth, LLC 0.78% Add +3.1% 7,614 $1.9M
Sequoia Financial Advisors, LLC 0.02% Reduce -16.4% 7,596 $1.9M
Highland Capital Management, LLC 0.11% Add +1.2% 7,531 $1.9M
Certuity, LLC 0.17% Add +30.4% 7,501 $1.9M
Asset Allocation & Management Company, LLC 1.23% No change 7,491 $1.9M
Grandview Asset Management LLC 0.85% Reduce -1.3% 7,493 $1.9M
Allegiance Financial Group Advisory Services LLC 0.77% Add +0.2% 7,485 $1.9M
Bangor Savings Bank 0.19% Reduce -3.0% 7,471 $1.9M
Harbor Group, Inc. 0.49% Add +0.0% 7,457 $1.9M
Heritage Wealth Advisors 0.08% Add +0.1% 7,433 $1.9M
RE Dickinson Investment Advisors, LLC 1.14% Add +5.4% 7,324 $1.8M
Maltin Wealth Management, Inc. 1.02% Add +20.7% 7,286 $1.8M
Spotlight Asset Group, Inc. 1.30% No change 7,282 $1.8M
Interactive Financial Advisors, Inc. 1.01% Reduce -19.4% 7,281 $1.8M
Elevated Capital Advisors, LLC 0.52% Reduce -5.1% 7,278 $1.8M
Uptick Partners, LLC 1.38% Reduce -4.1% 7,258 $1.8M
Leelyn Smith, LLC 0.36% No change 7,243 $1.8M
VeraBank, N.A. 0.56% Reduce -6.8% 7,212 $1.8M
Callan Capital, LLC 0.16% Reduce -7.2% 7,202 $1.8M
Compound Planning, Inc. 0.17% Add +165.8% 7,177 $1.8M
Lodestar Private Asset Management LLC 0.25% Reduce -1.4% 7,142 $1.8M
Afg Fiduciary Services Limited Partnership 1.32% Reduce -32.8% 7,208 $1.8M
BCM Advisors, LLC 0.45% Add +61.4% 7,418 $1.8M
West Bancorporation Inc. 1.17% Add +4.8% 7,104 $1.8M
Essex Bank 0.52% No change 7,617 $1.8M
Covington Investment Advisors Inc. 0.29% Add +2.6% 7,057 $1.8M
Planning Directions Inc. 1.22% Add +2.7% 7,041 $1.8M
Lincoln Capital Corp. 0.77% No change 7,035 $1.8M
Yarger Wealth Strategies, LLC 1.19% Reduce -57.1% 7,010 $1.8M
Checchi Capital Advisers, LLC 0.14% Reduce -6.7% 6,951 $1.7M
Ironwood Financial, llc 0.40% Add +1.5% 6,875 $1.7M
Next Level Private LLC 0.78% Reduce -0.3% 6,833 $1.7M
McKinley Carter Wealth Services, Inc. 0.11% Reduce -6.4% 6,823 $1.7M
RFG Holdings, Inc. 0.71% Add +106.8% 6,780 $1.7M
Dorsey & Whitney Trust CO LLC 0.12% No change 6,748 $1.7M
Peninsula Wealth, LLC 0.33% New 6,689 $1.7M
Hurlow Wealth Management Group, Inc. 0.59% Add +6.2% 6,645 $1.7M
Addison Advisors LLC 0.57% Reduce -78.5% 6,645 $1.7M
Camelot Portfolios, LLC 1.62% Reduce -22.7% 6,629 $1.7M
Viawealth, LLC 1.03% Reduce -1.6% 6,621 $1.7M
Vanguard Personalized Indexing Management, LLC 0.04% Add +53.3% 6,607 $1.7M
Mosaic Family Wealth Partners, LLC 0.27% No change 6,574 $1.6M
Affiance Financial, LLC 0.44% Reduce -34.6% 6,567 $1.6M
Mission Wealth Management, LP 0.04% Add +130.7% 6,537 $1.6M
Chatham Capital Group, Inc. 0.30% Add +3.2% 6,520 $1.6M
Sandy Spring Bank 0.07% Reduce -3.5% 6,496 $1.6M
RMR Capital Management, LLC 1.61% Add +89.3% 6,485 $1.6M
Cypress Capital Group 0.19% Reduce -6.0% 6,482 $1.6M
Lanark Financial, Inc. 0.15% Add +1.5% 6,462 $1.6M
Stablepoint Partners, LLC 0.33% Add +33.8% 6,451 $1.6M
Sax Wealth Advisors, LLC 0.18% Add +2.7% 6,338 $1.6M
Dark Forest Capital Management LP 0.27% Reduce -74.7% 6,296 $1.6M
Great Lakes Advisors, LLC 0.01% Add +1.8% 6,240 $1.6M
Compass Ion Advisors, LLC 0.22% Add +0.8% 6,197 $1.5M
FF Advisors,LLC 1.07% Add +15.4% 6,195 $1.5M
Laraway Financial Advisors Inc 1.36% Add +0.8% 6,191 $1.5M
Segment Wealth Management, LLC 0.12% Add +20.9% 6,190 $1.5M
Montis Financial, LLC 0.73% Add +0.0% 6,189 $1.5M
Midland Wealth Advisors, LLC 0.10% Reduce -0.2% 6,174 $1.5M
Beaumont Financial Advisors, LLC 0.13% Add +172.6% 6,149 $1.5M
Private Portfolio Partners LLC 0.32% Reduce -3.0% 6,136 $1.5M
Boston Family Office LLC 0.11% No change 6,110 $1.5M
SeaCrest Wealth Management, LLC 0.19% Add +39.6% 6,100 $1.5M
Private Ocean, LLC 0.16% Add +0.2% 6,081 $1.5M
BOS Asset Management, LLC 0.79% Add +0.5% 6,054 $1.5M
Caitlin John, LLC 1.14% Reduce -23.3% 6,034 $1.5M
Aspen Investment Management Inc 0.76% Reduce -0.8% 6,004 $1.5M
Adirondack Trust Co. 0.63% No change 6,000 $1.5M
Choate Investment Advisors 0.04% New 6,000 $1.5M
Relative Value Partners Group, LLC 0.09% Reduce -6.2% 6,532 $1.5M
Droms Strauss Advisors Inc. /Mo/ 0.55% Add +0.0% 5,979 $1.5M
Romano Brothers and Company 0.20% Reduce -1.4% 5,953 $1.5M
Vista Investment Management 0.61% Reduce -1.3% 5,953 $1.5M
Northern Capital Management, Inc. 1.03% Add +22.2% 5,931 $1.5M
Empowered Funds, LLC 0.03% Reduce -91.5% 5,931 $1.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Reduce -18.3% 5,905 $1.5M
LongView Wealth Management 0.58% Reduce -24.9% 5,895 $1.5M
Sachetta, LLC 0.70% No change 6,329 $1.5M
Kelleher Financial Advisors 0.61% Add +13.7% 5,889 $1.5M
Ieq Capital, LLC 0.02% Add +9.6% 5,869 $1.5M
Capital Advisory Group Advisory Services, LLC 0.69% Add +3.0% 5,863 $1.5M
Marks Group Wealth Management, Inc 0.15% Reduce -0.0% 5,860 $1.5M
Private Trust Co. NA 0.16% Reduce -15.5% 5,778 $1.4M
World Equity Group, Inc. 0.30% Add +3.2% 5,774 $1.4M
FreeGulliver LLC 1.28% Add +0.4% 5,748 $1.4M
Eudaimonia Advisors LLC 0.76% Add +3.3% 5,743 $1.4M
waypoint wealth counsel 1.10% Add +0.1% 5,732 $1.4M
Affinity Capital Advisors, LLC 0.32% Reduce -0.3% 5,721 $1.4M
Trust Co. of Vermont 0.08% Add +8.6% 5,715 $1.4M
B & T Capital Management DBA Alpha Capital Management 0.28% Reduce -28.9% 5,713 $1.4M
Truepoint, Inc. 0.04% Reduce -44.1% 5,709 $1.4M
Sightline Wealth Advisors, LLC 0.94% Reduce -30.8% 5,695 $1.4M
Southland Equity Partners LLC 0.40% Add +8.3% 5,674 $1.4M
CreativeOne Wealth, LLC 0.06% Add +37.1% 5,630 $1.4M
Atlas Private Wealth Management, LLC 0.59% Add +66.7% 5,584 $1.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% Add +8.3% 5,582 $1.4M
Mayport, LLC 0.53% No change 5,570 $1.4M
Beacon Financial Group 0.16% Reduce -2.8% 5,538 $1.4M
Chandler Asset Management, Inc. 0.28% No change 5,533 $1.4M
Clear Harbor Asset Management, LLC 0.12% Add +0.9% 5,522 $1.4M
Advisory Research Inc. 0.27% No change 5,505 $1.4M
Fortis Capital Management LLC 0.36% Add +6.5% 5,490 $1.4M
Orion Porfolio Solutions, LLC 0.01% Reduce -27.1% 5,484 $1.4M
Orion Portfolio Solutions, LLC 0.01% Reduce -27.1% 5,484 $1.4M
PGIM Custom Harvest LLC 0.03% Add +168.9% 5,477 $1.4M
Oxford Financial Group, LTD. LLC 0.09% Add +55.3% 5,461 $1.4M
Mustard Seed Financial, LLC 1.36% Reduce -5.1% 5,458 $1.4M
Portland Global Advisors LLC 0.19% Reduce -4.5% 5,451 $1.4M
Citizens Financial Group Inc. 0.05% Reduce -9.3% 5,428 $1.4M
Alerus Financial NA 0.10% New 5,375 $1.3M
KPP Advisory Services LLC 0.37% New 5,330 $1.3M
Perennial Investment Advisors, LLC 0.20% Add +9.0% 5,316 $1.3M
Inspirion Wealth Advisors, LLC 0.22% Add +0.0% 5,312 $1.3M
Everhart Financial Group, Inc. 0.39% Add +1.7% 5,310 $1.3M
Landmark Wealth Management, LLC 0.61% Add +9.0% 5,300 $1.3M
TrueWealth Advisors, LLC 0.51% Reduce -6.4% 5,256 $1.3M
Cutler Group LLC / CA 0.66% New 5,218 $1.3M
Coordinated Financial Services, Inc. 1.15% — 5,213 $1.3M
Aspiriant, LLC 0.05% Reduce -5.7% 5,195 $1.3M
Garden State Investment Advisory Services LLC 0.47% No change 5,222 $1.3M
Security Financial Services, INC. 0.29% Add +2.1% 5,187 $1.3M
Biltmore Family Office, LLC 0.26% No change 5,180 $1.3M
Voisard Asset Management Group, Inc. 0.73% No change 5,173 $1.3M
O'shaughnessy Asset Management, LLC 0.01% Add +24.4% 5,159 $1.3M
Taylor & Morgan Wealth Management, LLC 0.95% No change 5,157 $1.3M
Rehmann Capital Advisory Group 0.10% Add +1.2% 5,122 $1.3M
Townsquare Capital LLC 0.02% Add +91.9% 5,118 $1.3M
Stillwater Capital Advisors, LLC 0.19% Reduce -0.4% 5,109 $1.3M
Center for Financial Planning, Inc. 0.19% Add +3.0% 5,096 $1.3M
Western Wealth Management, LLC 0.10% Reduce -23.4% 5,078 $1.3M
NBT Bank, N.A. 0.09% Reduce -24.4% 5,074 $1.3M
Hiley Hunt Wealth Management 0.83% Reduce -9.1% 5,057 $1.3M
Family Manage LLC 0.23% Reduce -56.3% 5,057 $1.3M
Ramsay, Stattman, Vela & Price, Inc. 0.24% No change 5,055 $1.3M
Greenline Partners, LLC 0.20% No change 5,042 $1.3M
Pallas Capital Advisors LLC 0.05% Reduce -1.3% 5,030 $1.3M
Stonegate Investment Group, LLC 0.04% Add +14.0% 5,011 $1.3M
Trust Point Inc. 0.10% Reduce -1.3% 5,002 $1.2M
Fisher Asset Management 0.00% Add +46.9% 4,974 $1.2M
Valeo Financial Advisors, LLC 0.04% Add +13.3% 5,147 $1.2M
Plimoth Trust Co. LLC 0.32% Add +19.3% 4,879 $1.2M
Titleist Asset Management, LLC 0.21% Add +26.1% 4,868 $1.2M
MidAtlantic Capital Management, Inc. 1.06% Reduce -2.3% 4,853 $1.2M
Acas, LLC 1.17% Reduce -5.8% 4,846 $1.2M
HM Payson & Co. 0.02% Reduce -2.4% 4,845 $1.2M
Capital Analysts, LLC 0.06% Add +36.0% 4,835 $1.2M
Courier Capital LLC 0.09% Add +9.0% 4,830 $1.2M
Clarius Group, LLC 0.08% Reduce -71.0% 4,802 $1.2M
R. W. Roge & Company, Inc. 0.72% Reduce -0.9% 4,798 $1.2M
Summit Financial Strategies, Inc. 0.17% Add +9.1% 4,788 $1.2M
Evergreen Capital Management LLC 0.05% No change 4,785 $1.2M
EagleClaw Capital Managment, LLC 0.22% No change 4,765 $1.2M
Mitchell Sinkler & Starr 0.30% Reduce -46.7% 4,761 $1.2M
Trajan Wealth LLC 0.08% — 4,735 $1.2M
Ironwood Investment Counsel, LLC 0.21% Add +3.8% 4,725 $1.2M
OLIO Financial Planning 0.50% No change 5,045 $1.2M
Nvest Financial, LLC 0.79% Add +1.3% 4,723 $1.2M
Foundations Investment Advisors, LLC 0.03% Reduce -35.0% 4,713 $1.2M
Strategies Wealth Advisors, LLC 0.18% Reduce -2.9% 4,684 $1.2M
Bluestem Financial Advisors, LLC 0.60% Add +16.9% 4,683 $1.2M
Mosaic Financial Group, LLC 0.93% — 4,670 $1.2M
Ritholtz Wealth Management 0.04% Add +44.9% 4,664 $1.2M
Nicolet Bankshares Inc. 0.24% Reduce -9.2% 4,663 $1.2M
Atlanta Consulting Group Advisors, LLC 0.40% — 4,656 $1.2M
Qube Research & Technologies Ltd 0.00% Reduce -67.1% 4,592 $1.1M
OMNI 360 Wealth, Inc. 0.94% Reduce -6.0% 4,547 $1.1M
Rockwood Wealth Management, LLC 0.15% Add +42.4% 4,538 $1.1M
Operose Advisors LLC 0.38% Add +43.5% 4,521 $1.1M
High Note Wealth, LLC 0.37% Reduce -1.8% 4,512 $1.1M
Capstone Wealth Management Group, LLC 0.81% Reduce -3.1% 4,509 $1.1M
SigFig Wealth Management, LLC 0.04% Add +6.0% 4,469 $1.1M
Lutz Financial Services LLC 0.10% Reduce -0.8% 4,462 $1.1M
Montecito Bank & Trust 0.22% Reduce -4.7% 4,450 $1.1M
WealthBridge Capital Management, LLC 0.37% Add +0.1% 4,442 $1.1M
ARK & TLK Investments, LLC 0.43% Reduce -24.4% 4,440 $1.1M
Monograph Wealth Advisors, LLC 0.16% New 4,427 $1.1M
Measured Wealth Private Client Group, LLC 0.38% Reduce -5.1% 4,410 $1.1M
Fragasso Financial Advisors Inc 0.09% Add +2.8% 4,379 $1.1M
Waldron Private Wealth LLC 0.05% Add +57.9% 4,373 $1.1M
Curbstone Financial Management Corp 0.23% No change 4,350 $1.1M
Aspire Wealth Management Corp 0.65% Reduce -0.8% 4,319 $1.1M
Silver Oak Securities, Incorporated 0.17% Reduce -9.3% 4,318 $1.1M
Rockland Trust Co. 0.06% No change 4,310 $1.1M
Mogy Joel R Investment Counsel Inc. 0.07% Reduce -5.5% 4,305 $1.1M
TFB Advisors LLC 0.39% Add +82.4% 4,516 $1.1M
Letson Investment Management, Inc. 0.45% No change 4,295 $1.1M
Omega Financial Group, LLC 0.44% Reduce -19.2% 4,295 $1.1M
Crewe Advisors LLC 0.12% Reduce -1.3% 4,280 $1.1M
Ami Investment Management Inc. 0.39% Add +1.5% 4,259 $1.1M
Clear Creek Financial Management, LLC 0.14% Add +2.1% 4,242 $1.1M
Bowman & Co S.C. 0.64% Add +14.5% 4,208 $1.1M
Strata Wealth Advisors, LLC 0.37% Add +21.5% 4,202 $1.0M
Level Four Advisory Services, LLC 0.06% No change 4,510 $1.0M
Fishman Jay A Ltd. 0.12% Reduce -2.3% 4,182 $1.0M
Kingswood Wealth Advisors, LLC 0.12% Reduce -5.3% 4,178 $1.0M
LexAurum Advisors, LLC 0.26% Add +15.6% 4,174 $1.0M
TFC Financial Management, Inc. 0.18% Add +4.6% 4,163 $1.0M
Delta Financial Advisors LLC 0.41% Add +0.1% 4,158 $1.0M
Farmers National Bank 0.31% Reduce -1.4% 4,148 $1.0M
Balentine LLC 0.03% Add +1259.0% 4,145 $1.0M
Old National Bancorp 0.02% Reduce -20.6% 4,143 $1.0M
Derbend Asset Management 0.51% Add +0.0% 4,138 $1.0M
Chapin Davis, Inc. 0.38% Add +3.3% 4,127 $1.0M
CJM Wealth Advisers, Ltd. 0.39% Reduce -9.4% 4,127 $1.0M
Safeguard Financial, LLC 0.34% Reduce -17.2% 4,123 $1.0M
Mma Asset Management LLC 0.48% New 4,221 $1.0M
Belpointe Asset Management LLC 0.08% Add +2.9% 4,083 $1.0M
Advisory Alpha, LLC 0.04% Add +30.6% 4,073 $1.0M
Birch Hill Investment Advisors LLC 0.05% Reduce -1.9% 4,070 $1.0M
Smartleaf Asset Management LLC 0.20% Add +3783.8% 4,078 $1.0M
Wealth Architects, LLC 0.13% Reduce -2.9% 4,064 $1.0M
Carolinas Wealth Consulting LLC 0.20% Add +47.4% 4,050 $1.0M
Eudaimonia Partners, LLC 0.24% Reduce -5.5% 4,040 $1.0M
Greenhouse Wealth Management, LLC 0.76% Reduce -2.4% 4,034 $1.0M
Baker Tilly Wealth Management, LLC 0.18% Reduce -11.2% 4,029 $1.0M
Cornerstone Wealth Group, LLC 0.09% New 4,012 $1.0M
Longview Financial Advisors, Inc. 0.75% Reduce -8.2% 4,003 $1.0M
Mitchell Capital Management Co. 0.19% Add +16.9% 3,998 $999K
Cary Street Partners Asset Management LLC 0.15% Add +24.6% 3,993 $998K
Sachem Hill LLC 0.23% Add +5.7% 3,977 $994K
Neuberger Berman Group LLC 0.00% Reduce -7.8% 3,973 $993K
Triangle Securities Wealth Management 0.28% No change 3,960 $989K
Orrstown Financial Services Inc. 0.55% New 3,959 $989K
Kwmg, LLC 0.11% Reduce -13.9% 3,941 $985K
Summit Wealth Partners, LLC 0.21% Reduce -1.9% 3,926 $981K
Selective Wealth Management, Inc. 0.43% Reduce -2.4% 4,018 $979K
Stephen J. Garry & Associates, LLC 1.01% Reduce -1.0% 3,915 $978K
Cabana LLC 4.16% Reduce -23.4% 3,912 $977K
WT Wealth Management 0.35% Reduce -19.6% 3,910 $977K
Asset Dedication, LLC 0.07% Reduce -15.1% 3,907 $973K
Rothschild Wealth LLC 0.34% — 3,888 $971K
LifePlan Financial, LLC 0.88% Add +2.8% 3,857 $964K
Williams Jones Wealth Management, LLC. 0.01% No change 3,855 $963K
Modern Wealth Management, LLC 0.09% Add +80.9% 3,841 $960K
Cypress Point Wealth Management, LLC 0.49% Reduce -35.0% 3,821 $955K
TFG Advisers LLC 0.37% Reduce -14.8% 3,794 $948K
Advisor OS, LLC 0.11% Add +0.2% 3,783 $945K
Florida Financial Advisors, LLC 0.69% Reduce -10.3% 3,779 $944K
MilWealth Group LLC 0.30% Reduce -2.0% 3,777 $944K
Aspen Grove Capital, LLC 0.27% Reduce -0.0% 3,774 $943K
Riverview Trust Co 0.73% Add +16.9% 3,765 $941K
Evanson Asset Management, LLC 0.07% Add +0.1% 3,764 $941K
LJI Wealth Management, LLC 0.24% Add +6.2% 3,729 $932K
Marotta Asset Management 0.19% No change 3,722 $930K
MJP Associates Inc. 0.20% Add +0.2% 3,721 $930K
Hancock Whitney Corp. 0.03% No change 3,715 $928K
Kuhn & Co Investment Counsel 0.87% Reduce -0.6% 3,711 $927K
Ardent Capital Management, Inc. 0.46% No change 3,680 $919K
Nixon Peabody Trust Co. 0.08% Reduce -21.5% 3,668 $916K
Plancorp, LLC 0.04% Add +5.0% 3,664 $915K
Garrison Point Advisors, LLC 0.59% Add +28.2% 3,656 $914K
Cibc World Market Inc. 0.00% Reduce -0.4% 3,651 $912K
Interchange Capital Partners, LLC 0.61% Add +3.9% 3,635 $910K
Fifth Third Wealth Advisors LLC 0.14% No change 3,622 $905K
Evernest Financial Advisors, LLC 0.43% Add +1.9% 3,843 $903K
Symphony Financial, Ltd. Co. 0.21% Add +0.3% 3,605 $901K
Peoples Financial Services Corp. 0.39% Reduce -3.7% 3,595 $898K
Covenant Asset Management, LLC 0.22% Add +4.9% 3,577 $894K
Peterson Wealth Advisors, LLC 0.19% Reduce -0.8% 3,574 $893K
Consolidated Portfolio Review Corp 0.23% Reduce -12.5% 3,570 $892K
Pinnacle Bancorp, Inc. 0.26% Add +5.1% 3,563 $890K
Fortitude Advisory Group L.L.C. 0.50% Add +15.2% 3,559 $889K
Johnson Financial Group, LLC 0.11% Reduce -32.3% 3,554 $888K
Chemistry Wealth Management LLC 0.24% Reduce -3.0% 3,555 $888K
Rain Capital Management, LLC 0.59% Add +1.2% 3,552 $888K
Aire Advisors, LLC 0.20% No change 3,528 $882K
Melone Private Wealth, LLC 0.53% Add +0.2% 3,524 $880K
Sigma Investment Counselors Inc. 0.06% Add +3.4% 3,519 $879K
ETF Store, Inc. 0.50% Add +0.4% 3,512 $878K
MBM Wealth Consultants, LLC 0.31% Reduce -2.0% 3,508 $877K
Garde Capital, Inc. 0.06% Reduce -5.4% 3,497 $873K
Waterloo Capital, L.P. 0.11% Add +2.3% 3,475 $868K
U.S. Capital Wealth Advisors, LLC 0.03% Add +0.8% 3,474 $868K
Freestone Capital Holdings, LLC 0.03% Add +8.4% 3,469 $867K
Guardian Wealth Advisors, LLC 0.56% Reduce -20.1% 3,467 $866K
Plan Group Financial, LLC 0.57% New 3,465 $866K
Madden Advisory Services, Inc. 0.46% Reduce -2.7% 3,460 $864K
Goodwin Investment Advisory 0.40% Reduce -6.6% 3,416 $854K
17 Capital Partners, LLC 0.63% New 3,404 $851K
Oxbow Advisors, LLC 0.12% Reduce -10.5% 3,400 $850K
Lazard Asset Management LLC 0.00% No change 3,400 $849K
HBW Advisory Services LLC 0.16% No change 3,645 $848K
Legacy Private Trust Co. 0.06% Add +2.9% 3,389 $847K
Hilltop National Bank 0.29% — 3,386 $846K
First County Bank 0.41% Reduce -0.5% 3,356 $839K
FineMark National Bank & Trust 0.03% Add +3.6% 3,353 $838K
Darden Wealth Group Inc 0.66% Add +9.9% 3,328 $832K
Good Life Advisors, LLC 0.07% Reduce -28.3% 3,317 $829K
Valley Forge Investment Consultants Inc. Adv 0.32% Add +0.1% 3,307 $826K
Keystone Wealth Services, LLC 0.27% No change 3,298 $824K
Deutsche Bank AG 0.00% Reduce -16.5% 3,297 $824K
Traphagen Investment Advisors LLC 0.09% Reduce -0.2% 3,290 $822K
NTV Asset Management LLC 0.13% No change 3,287 $821K
Accredited Investors Inc. 0.05% Add +0.5% 3,283 $820K
SC&H Financial Advisors, Inc. 0.21% Add +2.8% 3,281 $820K
Sharp Wealth Advisory, LLC 0.76% Reduce -23.6% 3,263 $815K
Blue Barn Wealth, LLC 0.45% Reduce -4.4% 3,247 $811K
Realta Investment Advisors 0.17% Reduce -2.4% 3,236 $809K
First Citizens Bank & Trust Co. 0.02% Reduce -18.5% 3,221 $805K
Alexander Labrunerie & Co., Inc. 0.46% — 3,220 $805K
Sovereign Financial Group, Inc. 0.21% Add +11.7% 3,216 $804K
Etesian Wealth Advisors, Inc. 0.46% Reduce -7.0% 3,212 $803K
Sapient Capital LLC 0.02% Add +84.8% 3,209 $802K
Sound Income Strategies, LLC 0.06% Add +1037.2% 3,207 $801K
WBH Advisory Inc. 0.08% Add +0.0% 3,203 $800K
Cassaday & Co Wealth Management LLC 0.03% Add +0.6% 3,183 $795K
Simon Quick Advisors, LLC 0.06% Reduce -12.3% 3,177 $794K
Pecaut & Co. 0.30% Reduce -13.5% 3,163 $790K
Keeley-Teton Advisors, LLC 0.10% Add +62.5% 3,147 $786K
Monterey Private Wealth, Inc. 0.32% Add +21.0% 3,146 $786K
Oldfather Financial Services, LLC 0.32% No change 3,117 $779K
New Century Financial Group, LLC 0.54% Add +44.6% 3,110 $777K
Quadrant Capital Group LLC 0.06% Add +9.1% 3,089 $772K
Atlantic Union Bankshares Corp 0.06% No change 3,078 $769K
Heritage Financial Services, LLC 0.11% Reduce -16.0% 3,059 $764K
Balanced Wealth Group LLC 0.34% Reduce -46.9% 3,113 $764K
Matrix Private Capital Group LLC 0.52% Add +9.2% 3,049 $762K
Mengis Capital Management, Inc. 0.12% Add +15.2% 3,038 $759K
Collective Family Office LLC 0.25% Add +3.1% 3,037 $759K
Channel Wealth LLC 0.30% Reduce -16.2% 3,030 $757K
Litman Gregory Wealth Management LLC 0.07% Add +9.8% 3,028 $757K
Signaturefd, LLC 0.02% Reduce -3.0% 3,023 $755K
O'ROURKE & COMPANY, Inc 0.44% Add +0.8% 3,013 $753K
Tranquility Partners, LLC 0.29% Add +0.0% 3,000 $749K
NorthRock Partners, LLC 0.03% Reduce -2.4% 2,995 $748K
Blue Trust, Inc. 0.01% Add +2.2% 2,991 $747K
German American Bancorp, Inc. 0.09% Reduce -69.3% 2,991 $747K
Savvy Advisors, Inc. 0.43% Add +125.2% 2,968 $742K
Independent Advisor Alliance 0.03% Reduce -22.4% 2,957 $739K
Summit Investment Advisory Services, LLC 0.44% Add +0.8% 2,953 $738K
Vantage Financial Partners, LLC 0.20% Add +0.7% 2,905 $726K
Buttonwood Financial Advisors Inc. 0.34% No change 2,894 $723K
Muirfield Wealth Advisors LLC 0.69% Reduce -2.7% 2,881 $720K
Capital Investment Advisors, LLC 0.02% Add +4.3% 2,852 $713K
Onyx Bridge Wealth Group LLC 0.13% Reduce -0.9% 2,957 $711K
Cambridge Trust Co. 0.03% Reduce -13.8% 2,844 $711K
Tidal Investments LLC 0.01% Reduce -66.1% 2,836 $709K
Cantor Fitzgerald Investment Advisors L.P. 0.05% Reduce -0.6% 2,834 $708K
First Business Financial Services, Inc. 0.08% Reduce -6.0% 2,832 $708K
Independence Bank of Kentucky 0.21% Reduce -52.6% 2,828 $707K
Private Wealth Group, LLC 0.37% No change 2,826 $706K
Aufman Associates Inc 0.50% Add +0.4% 2,825 $706K
Synergy Financial Group, LTD 0.79% Add +43.9% 2,815 $703K
Harbor Investment Advisory, LLC 0.07% Reduce -4.6% 2,813 $703K
Columbia Advisory Partners LLC 0.71% Add +146.7% 2,788 $697K
Advance Capital Management, Inc. 0.05% Add +24.4% 2,783 $695K
Mill Creek Capital Advisors, LLC 0.02% Reduce -22.8% 2,782 $695K
Florida Trust Wealth Management Co 0.02% Add +1.6% 2,771 $692K
Breakwater Capital Group 0.17% Add +17.0% 2,747 $686K
Thomasville National Bank 0.06% Reduce -0.8% 2,730 $682K
Hutchens & Kramer Investment Management Group, LLC 0.40% Reduce -5.9% 2,734 $679K
Westshore Wealth, LLC 0.28% Add +4.1% 2,716 $679K
Moody LYNN Lieberson & Walker, LLC 0.05% Add +3.0% 2,711 $677K
Global Strategic Investment Solutions, LLC 0.08% Reduce -13.0% 2,710 $677K
American National Bank & Trust 0.09% No change 2,707 $676K
Allegheny Financial Group 0.21% Reduce -19.6% 2,699 $674K
Alpha Cubed Investments, LLC 0.04% Reduce -46.5% 2,686 $671K
Libra Wealth LLC 0.29% Reduce -17.4% 2,673 $668K
Sheaff Brock Investment Advisors, LLC 0.05% Reduce -6.3% 2,672 $668K
Northeast Financial Group, Inc. 0.30% Reduce -7.3% 2,671 $667K
Slow Capital, Inc. 0.11% Add +3.1% 2,656 $664K
HBK Sorce Advisory LLC 0.02% Reduce -6.1% 2,647 $662K
International Assets Investment Management, LLC 0.07% Add +8.9% 2,664 $661K
Mascoma Wealth Management LLC 0.19% Add +7.8% 2,636 $659K
Americana Partners, LLC 0.05% Reduce -4.5% 2,620 $655K
Sonoma Private Wealth LLC 1.05% Reduce -0.9% 2,616 $654K
Webster Bank, N. A. 0.07% Add +5.1% 2,609 $652K
Aletheian Wealth Advisors LLC 0.35% Reduce -1.5% 2,606 $651K
Horst & Graben Wealth Management LLC 0.13% Reduce -0.4% 2,593 $648K
Naples Global Advisors, LLC 0.07% No change 2,579 $644K
Paulson Wealth Management Inc. 0.19% Reduce -4.7% 2,575 $643K
BIP Wealth, LLC 0.05% Add +2.5% 2,558 $639K
Hibernia Wealth Partners, LLC 0.43% Add +12.5% 2,557 $639K
American Institute for Advanced Investment Management, LLP 0.50% No change 2,553 $638K
Park Edge Advisors, LLC 0.18% Add +0.0% 2,551 $637K
Farmers & Merchants Trust Co of Chambersburg PA 0.26% Reduce -41.3% 2,545 $636K
Adamsbrown Wealth Consultants LLC 0.26% No change 2,545 $636K
Old North State Trust, LLC 0.54% — 2,536 $634K
DF Dent & Co. Inc. 0.01% No change 2,533 $633K
Eagle Wealth Strategies LLC 0.51% Reduce -96.5% 2,540 $630K
Welch Group, LLC 0.03% Reduce -12.5% 2,519 $630K
Geneos Wealth Management Inc. 0.03% Reduce -15.9% 2,518 $629K
Blossom Wealth Management 1.51% Add +4.9% 2,516 $629K
Johnson Financial Group, Inc. 0.03% Reduce -29.1% 2,516 $629K
Sonata Capital Group Inc. 0.29% No change 2,512 $628K
Diversify Advisory Services, LLC 0.04% — 2,525 $627K
TNF LLC 0.25% Reduce -3.7% 2,613 $626K
Grandfield & Dodd, LLC 0.04% No change 2,494 $623K
Smith Salley Wealth Management 0.05% Reduce -42.9% 2,494 $623K
Milestone Investment Advisors LLC 0.17% No change 2,480 $620K
Wambolt & Associates, LLC 0.19% Reduce -0.9% 2,489 $618K
BSW Wealth Partners 0.10% Reduce -10.5% 2,472 $618K
Robertson Stephens Wealth Management, LLC 0.03% Add +0.0% 2,466 $616K
Stockman Wealth Management, Inc. 0.11% Add +1.6% 2,462 $615K
Diligent Investors, LLC 0.15% Add +0.0% 2,456 $614K
Howard Capital Management Group, LLC 0.05% New 2,453 $613K
Eagle Bay Advisors LLC 0.39% Add +27066.7% 2,445 $611K
CWA Asset Management Group, LLC 0.04% Reduce -12.0% 2,445 $611K
Fulton Bank, N.A. 0.03% Reduce -0.8% 2,442 $610K
Janiczek Wealth Management, LLC 0.13% Add +173.7% 2,428 $607K
Warwick Investment Management, Inc. 0.15% Reduce -2.7% 2,426 $606K
Baron Wealth Management LLC 0.32% Add +15.2% 2,407 $601K
New Covenant Trust Company, N.A. 0.60% — 2,399 $599K
49 Wealth Management, LLC 0.13% No change 2,414 $599K
RDA Financial Network 0.21% Add +0.3% 2,396 $599K
Olistico Wealth, LLC 0.43% Reduce -2.2% 2,392 $598K
Gryphon Financial Partners LLC 0.10% Reduce -7.0% 2,390 $597K
MN Wealth Advisors, LLC 0.37% Add +7.4% 2,389 $597K
Leonard Rickey Investment Advisors P.L.L.C. 0.15% Add +1.1% 2,386 $596K
TAP Consulting, LLC 0.13% Reduce -6.8% 2,382 $595K
Geneva Partners, LLC 0.26% Reduce -84.6% 2,363 $590K
Brass Tax Wealth Management, Inc. 0.31% — 2,362 $590K
Pachira Investments Inc. 0.48% Add +3.0% 2,361 $590K
Stonebridge Financial Planning Group, LLC 0.31% Add +42.9% 2,353 $588K
Herold Advisors, Inc. 0.14% Reduce -10.8% 2,346 $586K
First Bank & Trust 0.12% New 2,330 $582K
Moser Wealth Advisors, LLC 0.32% No change 2,315 $578K
Annex Advisory Services, LLC 0.02% New 2,315 $578K
S&T Bank 0.11% Reduce -1.1% 2,312 $578K
Ranch Capital Advisors Inc. 0.31% Reduce -0.1% 2,309 $577K
GW&K Investment Management, LLC 0.01% No change 2,303 $575K
Blue Bell Private Wealth Management, LLC 0.12% Reduce -0.7% 2,294 $573K
Quantinno Capital Management LP 0.01% Reduce -44.7% 2,292 $573K
Ascent Group, LLC 0.05% Add +20.3% 2,292 $573K
ICA Group Wealth Management, LLC 0.11% Add +0.1% 2,287 $572K
Accel Wealth Management 0.24% Add +0.2% 2,286 $571K
Willis Investment Counsel 0.04% No change 2,276 $569K
Diversified Portfolios, Inc. 0.08% Reduce -2.8% 2,269 $567K
Kelman-Lazarov, Inc. 0.11% Reduce -0.8% 2,268 $567K
Westmount Partners, LLC 0.20% Add +0.3% 2,254 $563K
Lodestone Wealth Management LLC 0.29% Reduce -0.7% 2,249 $562K
Walled Lake Planning & Wealth Management, LLC 0.23% Add +30.5% 2,233 $558K
Nottingham Advisors, Inc. 0.07% Add +3.1% 2,231 $557K
Financial Strategies Group, Inc. 0.15% Reduce -3.5% 2,250 $557K
TCWP LLC 1.46% No change 2,204 $551K
Silverlake Wealth Management LLC 0.28% Reduce -5.0% 2,197 $549K
Falcon Wealth Planning 0.09% Add +1.4% 2,196 $549K
Meridian Wealth Partners, LLC 0.10% Reduce -1.8% 2,193 $548K
Ferguson Wellman Capital Management, Inc. 0.01% Add +7.5% 2,193 $548K
Sunburst Financial Group, LLC 0.15% Reduce -0.6% 2,201 $546K
Sequent Asset Management, LLC 0.29% No change 2,187 $546K
Kennicott Capital Management LLC 0.24% No change 2,168 $542K
Oakworth Capital, Inc. 0.04% Add +0.6% 2,165 $541K
Ehrlich Financial Group 0.45% Reduce -19.5% 2,162 $540K
Clarity Capital Advisors, LLC 0.43% Add +2.2% 2,149 $537K
DGS Capital Management, LLC 0.15% New 2,141 $535K
Francis Financial, Inc. 0.17% No change 2,140 $535K
JFS Wealth Advisors, LLC 0.04% Add +45.8% 2,138 $534K
Birchcreek Wealth Management, LLC 0.28% Reduce -7.2% 2,134 $533K
Basso Capital Management, L.P. 0.50% No change 2,125 $531K
Avantax Planning Partners, Inc. 0.02% Add +18.9% 2,125 $531K
Fiduciary Alliance LLC 0.09% Reduce -4.7% 2,132 $529K
WealthPLAN Partners, LLC 0.05% Add +6.1% 2,115 $528K
Baldwin Investment Management, LLC 0.07% Add +0.2% 2,113 $528K
Financial Alternatives, Inc 0.41% No change 2,110 $527K
Paces Ferry Wealth Advisors, LLC 0.34% Add +0.4% 2,105 $526K
Lyell Wealth Management, LP 0.05% No change 2,097 $524K
Cannell & Spears LLC 0.01% New 2,094 $523K
Boston Financial Mangement LLC 0.02% No change 2,091 $522K
Moloney Securities Asset Management, LLC 0.08% Reduce -0.3% 2,089 $522K
National Wealth Management Group, LLC 0.40% Add +1.9% 2,072 $518K
Pacific Sun Financial Corp 0.30% Reduce -8.1% 2,065 $516K
Wells Trecaso Financial Group, LLC 0.18% Add +1.2% 2,038 $509K
Palisade Asset Management, LLC 0.05% No change 2,037 $509K
Pettyjohn, Wood & White, Inc. 0.10% Add +3.4% 2,029 $507K
Busey Bank 0.02% No change 2,026 $506K
Mayfair Advisory Group, LLC 0.37% New 2,025 $506K
Boston Mountain Money Management Inc. 0.35% — 2,025 $506K
SFG Wealth Management, LLC. 0.30% Reduce -1.4% 2,021 $505K
Strategic Blueprint, LLC 0.04% Reduce -4.5% 2,013 $503K
L. Roy Papp & Associates, LLP 0.06% Reduce -4.1% 1,998 $499K
Jacobi Capital Management LLC 0.05% Reduce -6.9% 1,986 $496K
Galvin, Gaustad & Stein, LLC 0.05% Reduce -4.8% 1,979 $494K
Penobscot Investment Management Company, Inc. 0.05% No change 1,964 $491K
180 Wealth Advisors, LLC 0.09% Reduce -1.0% 1,959 $489K
Fairview Capital Investment Management, LLC 0.03% Add +7.4% 1,950 $487K
Magnolia Capital Management Ltd. 0.41% No change 1,950 $487K
Claro Advisors Inc. 0.08% Add +18.7% 1,942 $485K
Sterling Financial Planning, Inc. 0.20% Reduce -5.2% 1,933 $483K
Burkett Financial Services, LLC 0.25% Add +0.4% 1,925 $481K
Bakala Capital LLC 4.11% Add +96.6% 1,911 $478K
Octavia Wealth Advisors, LLC 0.07% Reduce -1.0% 1,903 $475K
Prostatis Group LLC 0.18% Reduce -3.4% 1,902 $475K
Cove Private Wealth, LLC 0.42% Reduce -17.5% 1,900 $475K
Grey Ledge Advisors, LLC 0.13% Add +0.1% 1,885 $471K
Strategic Wealth Partners Group, LLC 0.05% Reduce -10.9% 1,882 $470K
North Star Asset Management Inc. 0.02% Add +1.5% 1,873 $468K
Plante Moran Financial Advisors, LLC 0.05% Add +69.5% 1,864 $466K
Riverstone Advisors, LLC 0.28% Add +25.0% 1,863 $465K
Orcam Financial Group 0.51% Add +0.2% 1,861 $465K
Security National Bank of So Dak 0.28% Add +33.1% 1,851 $462K
Pacific Sage Partners, LLC 0.12% No change 1,848 $462K
NorthLanding Financial Partners, LLC 0.50% Reduce -2.2% 1,846 $461K
Colonial Trust Co / SC 0.09% Reduce -17.1% 1,840 $460K
Athena Investment Management 0.28% No change 1,839 $459K
Joseph P. Lucia & Associates, LLC 0.24% Add +4.0% 1,823 $455K
Washington Trust Bank 0.04% Add +7.4% 1,819 $454K
Investmark Advisory Group LLC 0.25% No change 1,807 $451K
Unionview, LLC 0.37% Add +0.4% 1,806 $451K
Beacon Investment Advisory Services, Inc. 0.02% No change 1,802 $450K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,900 $450K
Raffa Wealth Management, LLC 0.13% Add +0.4% 1,796 $449K
Shira Ridge Wealth Management 0.26% No change 1,792 $448K
Sage Mountain Advisors LLC 0.05% No change 1,790 $447K
Red Door Wealth Management, LLC 0.09% Add +8.0% 1,789 $447K
RAM Investment Partners, LLC 0.14% No change 1,787 $447K
Investment Advisory Group, LLC 0.18% Add +12.0% 1,780 $445K
Girard Partners LTD. 0.04% Reduce -16.9% 1,776 $444K
Granite Harbor Advisors, Inc. 0.30% Reduce -3.8% 1,776 $444K
American National Bank & Trust Co. 0.10% — 1,773 $443K
McGuire Investment Group, LLC 0.06% Add +10.1% 1,771 $443K
Values Added Financial LLC 0.34% No change 1,755 $439K
Journey Strategic Wealth LLC 0.02% No change 1,753 $438K
ETF Portfolio Partners, Inc. 0.14% Add +1.6% 1,752 $438K
Clarity Capital Partners LLC 0.29% Add +37.8% 1,749 $437K
Stokes Family Office, LLC 0.05% Reduce -7.9% 1,748 $437K
Financial Partners Group, Inc 0.07% Add +0.9% 1,747 $436K
Disciplined Investments, LLC 0.24% Add +10.0% 1,744 $436K
Family Firm, Inc. 0.11% Reduce -14.3% 1,743 $435K
Ti-Trust, Inc. 0.32% Add +32.3% 1,735 $434K
QRG Capital Management, Inc. 0.01% Add +1.5% 1,720 $430K
First Interstate Bank 0.03% Reduce -8.0% 1,715 $429K
Arthur M. Cohen & Associates, LLC 0.09% Add +0.1% 1,706 $426K
Echo Wealth Management, LLC 0.35% Reduce -4.4% 1,701 $425K
Summit Wealth & Retirement Planning, Inc. 0.15% No change 1,699 $425K
Walden Wealth Partners LLC 0.25% No change 1,741 $424K
L.M. Kohn & Company 0.12% Reduce -22.9% 1,697 $424K
Forum Financial Management, LP 0.01% Add +26.7% 1,690 $422K
Tritonpoint Wealth, LLC 0.04% Reduce -13.1% 2,652 $421K
Verum Partners LLC 0.15% Add +0.2% 1,673 $418K
Grant/GrossMendelsohn, LLC 0.19% Add +34.4% 1,687 $417K
Ategra Capital Management, LLC 0.19% No change 1,669 $417K
Bremer Bank National Association 0.08% Add +9.6% 1,664 $416K
Live Oak Private Wealth LLC 0.07% Reduce -24.3% 1,655 $414K
Heirloom Wealth Management 0.14% Reduce -2.8% 1,652 $413K
Mathes Company, Inc. 0.16% No change 1,647 $412K
Willow Creek Wealth Management Inc. 0.05% Add +5.9% 1,646 $411K
Logan Capital Management Inc. 0.02% No change 1,642 $410K
Hardy Reed LLC 0.05% Add +36.2% 1,640 $410K
Portfolio Strategies, Inc. 0.03% New 1,640 $410K
MontVue Capital Management, Inc. 0.36% No change 1,626 $406K
Investment Partners Asset Management, Inc. 0.37% No change 1,624 $406K
Ratio Wealth Group 0.08% Reduce -4.2% 1,617 $404K
River Wealth Advisors LLC 0.06% Add +0.7% 1,617 $404K
Wilmington Savings Fund Society, FSB 0.02% — 1,612 $403K
Equita Financial Network, Inc. 0.18% Add +62.9% 1,603 $401K
Epic Trust Investment Advisors, LLC 0.49% Reduce -16.2% 1,601 $400K
Signet Financial Management, LLC 0.06% Add +28.3% 1,601 $400K
Ellsworth Advisors, LLC 0.11% Add +0.2% 1,663 $399K
Lake Street Advisors Group, LLC 0.02% Add +5.7% 1,595 $399K
Regent Peak Wealth Advisors LLC 0.10% Add +11.3% 1,584 $396K
Davidson Trust Co. 0.23% New 1,579 $395K
Levy Wealth Management Group, LLC 0.11% No change 1,690 $393K
First Financial Bank - Trust Division 0.04% Reduce -1.6% 1,568 $392K
Berger Financial Group, Inc 0.03% Reduce -3.7% 1,568 $392K
Saxon Interests, Inc. 0.19% Reduce -5.3% 1,565 $391K
Vertex Planning Partners, LLC 0.11% No change 1,560 $390K
Swmg, LLC 0.17% Reduce -62.5% 1,548 $387K
Transform Wealth, LLC 0.04% Reduce -1.9% 1,547 $387K
Strategic Financial Services, Inc. 0.02% Add +2.7% 1,540 $385K
Personal Cfo Solutions, LLC 0.06% Add +9.5% 1,512 $378K
Alta Wealth Advisors LLC 0.19% Reduce -1.9% 1,509 $377K
Bordeaux Wealth Advisors LLC 0.13% Add +27.8% 1,507 $377K
Founders Financial Alliance, LLC 0.11% Add +13.3% 1,504 $376K
McAdam, LLC 0.02% Add +0.1% 1,502 $375K
Wimmer Associates 1, LLC 0.20% No change 1,502 $375K
Edgemoor Investment Advisors, Inc. 0.04% No change 1,500 $375K
One Wealth Management Investment & Advisory Services, LLC 0.15% Reduce -34.5% 1,497 $374K
VERITY Wealth Advisors 0.28% Reduce -13.6% 1,487 $371K
Stone House Investment Management, LLC 0.09% Add +12.5% 1,482 $370K
Pegasus Partners Ltd. 0.04% Reduce -31.8% 1,477 $369K
Engineers Gate Manager LP 0.01% New 1,477 $369K
Redwood Financial Network Corp 0.32% Reduce -1.9% 1,472 $368K
First Western Trust Bank 0.02% Reduce -12.3% 1,465 $366K
Wayfinding Financial, LLC 0.21% Reduce -4.2% 1,505 $366K
Wealthstream Advisors, Inc. 0.14% Add +0.3% 1,464 $366K
Moors & Cabot, Inc. 0.02% Add +1.0% 1,463 $366K
Sara-Bay Financial 0.16% Add +8.2% 1,468 $364K
Becker Capital Management Inc. 0.01% Reduce -1.3% 1,458 $364K
Willis Johnson & Associates, Inc. 0.03% Reduce -0.6% 1,458 $364K
Greenleaf Trust 0.00% Reduce -3.3% 1,454 $363K
Sunflower Bank, N.A. 0.08% No change 1,449 $362K
Madison Park Capital Advisors, LLC 0.32% Add +0.8% 1,449 $362K
Delta Financial Group, Inc. 0.11% Add +9.1% 1,449 $362K
Legacy Financial Advisors, Inc. 0.06% Reduce -20.6% 1,445 $361K
Northwest Bank & Trust Co 0.33% No change 1,511 $360K
Sloy Dahl & Holst, LLC 0.08% Add +1.5% 1,435 $359K
Congress Asset Management Co. 0.00% No change 1,428 $357K
Tower View Wealth Management LLC 0.21% Reduce -8.0% 1,427 $357K
Valley National Advisers Inc. 0.05% No change 1,427 $356K
Howard Wealth Management, LLC 0.29% Reduce -2.1% 1,424 $356K
Granite FO LLC 0.21% No change 1,385 $353K
One Wealth Map LLC 0.23% Reduce -33.4% 1,485 $352K
Raymond James Trust Co. of NH 3.50% Reduce -9.8% 1,408 $352K
Edge Financial Advisors LLC 0.31% — 1,407 $351K
New England Private Wealth Advisors LLC 0.06% Add +0.3% 1,414 $351K
Gibson Wealth Advisors LLC 0.34% — 1,397 $349K
Avitas Wealth Management LLC 0.05% Reduce -0.9% 1,397 $349K
Dentgroup LLC 0.29% Add +0.4% 1,396 $349K
Toth Financial Advisory Corp. 0.04% Add +0.1% 1,395 $348K
Signal Advisors Wealth, LLC 0.09% Add +9.3% 1,392 $348K
Parkside Financial Bank & Trust 0.06% Reduce -30.7% 1,384 $346K
Caldwell Sutter Capital, Inc. 0.17% Add +5.8% 1,383 $346K
First National Bank of Mount Dora, Trust Investment Services 0.08% No change 1,381 $345K
Howland Capital Management LLC 0.02% No change 1,375 $344K
Fort Pitt Capital Group, LLC 0.01% No change 1,375 $344K
Lowery Thomas, LLC 0.26% Add +0.4% 1,374 $343K
Better Money Decisions, LLC 0.27% Add +8.5% 1,373 $343K
CGN Advisors LLC 0.04% Reduce -3.5% 1,371 $343K
LifeGuide Financial Advisors, LLC 0.17% Reduce -30.7% 1,364 $341K
Client 1ST Advisory Group, LLC 0.15% No change 1,358 $339K
Strategic Equity Management 0.28% New 1,358 $339K
CWS Financial Advisors, LLC 0.14% No change 1,354 $338K
Clearstead Trust, LLC 0.09% No change 1,352 $338K
Avaii Wealth Management, LLC 0.20% Reduce -0.2% 1,352 $338K
EPG Wealth Management LLC 0.08% Add +7.4% 1,350 $337K
Strategic Advisors LLC 0.07% No change 1,336 $334K
Coastline Trust Co 0.04% New 1,336 $334K
ARS Wealth Advisors Group, LLC 0.04% Add +39.3% 1,333 $333K
Prepared Retirement Institute LLC 0.25% Add +0.1% 1,334 $333K
Guyasuta Investment Advisors Inc. 0.02% No change 1,431 $333K
Flower City Capital 0.22% No change 1,327 $331K
Confluence Wealth Services, Inc. 0.03% Reduce -62.2% 1,323 $331K
KWB Wealth 0.04% Reduce -1.6% 1,322 $330K
North Star Investment Management Corp. 0.02% Add +49.4% 1,322 $330K
Townsend Asset Management Corp. /NC/ 0.13% Reduce -21.0% 1,320 $330K
Compass Advisory Group LLC 0.15% New 1,316 $329K
Csenge Advisory Group 0.02% Add +25.8% 1,313 $328K
Cora Capital Advisors LLC 0.17% Add +0.4% 1,311 $328K
Fairfield, Bush & Co. 0.19% Reduce -1.5% 1,311 $328K
First American Trust, FSB 0.03% Add +19.5% 1,310 $327K
Accretive Wealth Partners, LLC 0.14% Add +4.8% 1,355 $327K
Intrepid Financial Planning Group LLC 0.14% Reduce -3.6% 1,306 $326K
HT Partners LLC 0.12% No change 1,305 $326K
FRG Family Wealth Advisors LLC 0.06% No change 1,369 $326K
KOM Wealth Management Group, LLC 0.32% Add +4.4% 1,301 $325K
Cooper Financial Group 0.05% Add +17.5% 1,298 $324K
Alley Investment Management Company, LLC 0.04% Add +0.2% 1,292 $323K
Camelot Technology Advisors, Inc. 0.30% Add +14.0% 1,283 $321K
Detalus Advisors, LLC 0.11% Reduce -2.7% 1,283 $320K
Brown Brothers Harriman & Co. 0.00% Reduce -35.1% 1,279 $320K
Glassman Wealth Services 0.06% Add +0.2% 1,276 $319K
1ST Source Bank 0.02% No change 1,273 $318K
Intelligence Driven Advisers, LLC 0.05% No change 1,271 $318K
Perissos Private Wealth Management, LLC 0.29% — 1,270 $317K
Catalina Capital Group, LLC 0.14% Add +9.7% 1,269 $317K
Seneca Financial Advisors LLC 0.17% Reduce -11.9% 1,266 $316K
Compass Financial Group, INC 0.07% Reduce -5.7% 1,259 $315K
Element Wealth, LLC 0.18% Add +0.1% 1,258 $314K
Whalerock Point Partners, LLC 0.09% No change 1,255 $314K
American Financial & Tax Strategies Inc. 0.17% Add +2.5% 1,254 $313K
Childress Capital Advisors, LLC 0.09% New 1,253 $313K
Penobscot Wealth Management 0.20% Reduce -9.7% 1,248 $312K
David J Yvars Group 0.21% No change 1,243 $311K
WealthTrust Asset Management, LLC 0.24% Reduce -4.2% 1,242 $310K
Morton Capital Management LLC 0.08% Reduce -7.7% 1,241 $310K
Independence Asset Advisors, LLC 7.45% Add +0.4% 1,238 $309K
Glen Eagle Advisors, LLC 0.06% Add +10.3% 1,236 $309K
Callan Family Office, LLC 0.07% No change 1,234 $308K
Argent Advisors, Inc. 0.12% No change 1,230 $307K
Susquehanna International Group, LLP 0.00% Reduce -98.6% 1,226 $306K
YHB Investment Advisors, Inc. 0.03% No change 1,225 $306K
Unique Wealth, LLC 0.09% New 1,220 $305K
Strategic Wealth Partners, Ltd. 0.03% Add +5.2% 1,212 $303K
Allred Capital Management, LLC 0.12% Add +0.2% 1,208 $302K
MKT Advisors LLC 0.17% No change 1,239 $302K
Raab & Moskowitz Asset Management LLC 0.08% New 1,205 $301K
Grunden Financial Advisory, Inc. 0.16% Reduce -0.3% 1,200 $300K
Acorn Wealth Advisors, LLC 0.16% Add +0.3% 1,197 $299K
SYM FINANCIAL Corp 0.05% No change 1,195 $299K
Bogart Wealth, LLC 0.02% Reduce -4.0% 1,192 $298K
Cambridge Capital Management, LLC 0.23% Add +1.8% 1,191 $297K
GHP Investment Advisors, Inc. 0.01% Add +0.2% 1,184 $296K
Midwest Professional Planners, LTD. 0.10% Reduce -5.1% 1,182 $295K
Byrne Asset Management LLC 0.24% No change 1,177 $294K
Bensler, LLC 0.04% Reduce -38.7% 1,177 $294K
SkyOak Wealth, LLC 0.07% Reduce -7.9% 1,162 $290K
Cladis Investment Advisory, LLC 0.21% Add +1.3% 1,158 $289K
WMG Financial Advisors, LLC 0.17% Reduce -9.0% 1,157 $289K
Turtle Creek Wealth Advisors, LLC 0.07% Add +1.4% 1,154 $288K
Safeguard Investment Advisory Group, LLC 0.10% Reduce -1.9% 1,154 $288K
Cadinha & Co. LLC 0.05% No change 1,150 $287K
Lake Street Private Wealth, LLC 0.04% No change 1,148 $287K
Clifford Swan Investment Counsel LLC 0.01% Add +0.3% 1,146 $286K
Bath Savings Trust Co 0.03% Add +6.9% 1,143 $286K
RVW Wealth, LLC 0.03% New 1,141 $285K
Prosperity Planning, Inc. 0.14% Reduce -1.3% 1,138 $284K
West Michigan Advisors, LLC 0.09% New 1,138 $284K
CW Advisors, LLC 0.00% Reduce -28.4% 1,133 $283K
Old Port Advisors 0.09% Reduce -0.4% 1,130 $282K
Tradewinds Capital Management, LLC 0.08% Add +0.4% 1,128 $282K
Burney Co./ 0.01% Reduce -0.3% 1,127 $282K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.12% Add +0.9% 1,168 $280K
Redhawk Wealth Advisors, Inc. 0.05% Add +0.6% 1,119 $279K
Divergent Planning, LLC 0.12% Reduce -37.6% 1,125 $279K
Three Bridge Wealth Advisors, LLC 0.11% No change 1,115 $279K
Gries Financial LLC 0.05% Reduce -28.1% 1,114 $278K
Weitzel Financial Services, Inc. 0.14% No change 1,119 $278K
Klingman & Associates, LLC 0.02% Add +8.5% 1,111 $278K
HUB Investment Partners, LLC 0.02% Reduce -19.9% 1,108 $277K
Capital Advisors, Ltd. LLC 0.04% No change 1,098 $274K
HTG Investment Advisors, Inc. 0.16% No change 1,093 $273K
Barrett & Company, Inc. 0.13% Add +0.1% 1,093 $273K
Tactive Advisors, LLC 0.14% Reduce -1.8% 1,088 $272K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +3.2% 1,085 $271K
Summitry LLC 0.01% New 1,085 $271K
First Trust Direct Indexing L.P. 0.02% Reduce -1.7% 1,082 $270K
Lathrop Investment Management Co. 0.05% No change 1,080 $270K
Sageworth Trust Co of South Dakota 0.42% No change 1,080 $270K
Ironwood Wealth Management, LLC. 0.09% Add +0.2% 1,074 $268K
All Season Financial Advisors, Inc. 0.22% Reduce -4.3% 1,071 $268K
Fairman Group, LLC 0.25% Add +1.9% 1,067 $267K
Prairie Wealth Advisors, Inc. 0.13% — 1,066 $266K
WealthCare Investment Partners, LLC 0.13% Reduce -2.6% 1,064 $266K
Twin Peaks Wealth Advisors, LLC 0.15% Add +17.9% 1,063 $266K
Cassady Schiller Wealth Management, LLC 0.12% Add +7.9% 1,053 $263K
Tyche Wealth Partners LLC 0.06% Reduce -33.3% 1,053 $263K
Waters Parkerson & Co., LLC 0.01% No change 1,054 $263K
Legacy Trust 0.07% New 1,052 $263K
Ballentine Capital Advisors, Inc 0.14% No change 1,058 $263K
Gotham Asset Management 0.00% New 1,044 $261K
Madison Wealth Partners, Inc 0.09% Add +13.1% 1,043 $261K
Correct Capital Wealth Management 0.06% No change 1,042 $260K
Physician Wealth Advisors, Inc. 0.05% Add +0.2% 1,102 $260K
Washington Trust Advisors, Inc. 0.02% No change 1,038 $259K
Anson Capital, Inc. 0.37% Reduce -14.1% 1,040 $258K
Dearborn Partners LLC 0.01% Reduce -5.3% 1,030 $257K
Naviter Wealth, LLC 0.04% Reduce -17.1% 1,029 $257K
Intrua Financial, LLC 0.04% Reduce -10.2% 1,027 $257K
Mendel Capital Management LLC 0.17% No change 1,025 $256K
Syntegra Private Wealth Group, LLC 0.03% New 1,024 $256K
Greenfield Savings Bank 0.13% No change 1,024 $256K
Peoples Bank 0.14% Add +0.7% 1,023 $256K
Zacks Investment Management 0.00% Reduce -0.2% 1,022 $255K
Enzi Wealth 0.12% Add +20.4% 1,075 $255K
Presilium Private Wealth, LLC 0.07% Add +0.4% 1,018 $254K
FC Advisory LLC 0.09% Reduce -7.7% 1,014 $253K
Westside Investment Management, Inc. 0.06% Add +5.2% 1,009 $252K
Acima Private Wealth, LLC 0.09% Reduce -2.0% 1,007 $252K
Sensible Money, LLC 0.14% No change 1,005 $251K
Tolleson Wealth Management, Inc. 0.05% Reduce -8.0% 1,004 $251K
Money Concepts Capital Corp. 0.02% Add +6.2% 1,004 $251K
Summit Asset Management, LLC 0.03% Reduce -21.5% 1,002 $250K
Novak & Powell Financial Services, Inc. 0.19% Add +1.6% 2,404 $250K
Cedar Wealth Management, LLC 0.08% Add +1.0% 1,001 $250K
Kanawha Capital Management LLC 0.02% New 1,001 $250K
Searle & Co. 0.06% No change 1,000 $250K
Colorado Capital Management, Inc. 0.14% New 992 $248K
Janney Capital Management LLC 0.02% Add +1.5% 992 $248K
Fairway Wealth LLC 0.17% Add +25.1% 986 $246K
Rothschild Investment LLC 0.02% No change 985 $246K
Embree Financial Group 0.05% Reduce -1.1% 985 $246K
Kavar Capital Partners Group, LLC 0.05% No change 981 $245K
SignalPoint Asset Management, LLC 0.07% New 977 $244K
Lazari Capital Management, Inc. 0.13% Add +0.2% 977 $244K
Transatlantique Private Wealth LLC 0.11% No change 976 $244K
Strategic Financial Planning, Inc. 0.18% No change 975 $244K
First Trust Investment Solutions L.P. 0.04% No change 975 $244K
Valley Brook Capital Group, Inc. 0.19% Add +4.4% 965 $241K
Norris Perne & French LLP 0.02% New 962 $240K
Websterrogers Financial Advisors, LLC 0.09% Reduce -11.8% 961 $240K
Columbia Bank 0.10% — 961 $240K
VitalStone Financial, LLC 0.18% No change 962 $240K
Tocqueville Asset Management L.P. 0.00% Add +0.1% 957 $239K
Obsidian Personal Planning Solutions LLC 0.16% New 1,004 $239K
Trustco Bank Corp. N Y 0.25% No change 955 $239K
Jaffetilchin Investment Partners, LLC 0.02% Reduce -0.9% 953 $238K
Covestor Ltd 0.15% Add +13.5% 950 $238K
Cambridge Financial Group, LLC 0.11% Add +0.2% 952 $238K
New Republic Capital, LLC 0.15% Reduce -31.6% 951 $238K
Myecfo, LLC 0.14% New 950 $237K
Fort Sheridan Advisors LLC 0.04% New 949 $237K
Annis Gardner Whiting Capital Advisors, LLC 0.08% Add +92.9% 947 $237K
Cascade Investment Group, Inc. 0.18% No change 943 $236K
Facet Wealth, Inc. 0.01% Reduce -9.4% 962 $234K
HFG Advisors, Inc. 0.21% Reduce -3.4% 938 $234K
Clearwater Capital Advisors, LLC 0.03% Reduce -9.7% 937 $234K
Mfa Wealth Advisors, LLC 0.06% No change 932 $233K
Cobblestone Capital Advisors LLC 0.01% No change 930 $232K
Wagner Wealth Management, LLC 0.07% No change 925 $231K
Astoria Strategic Wealth, Inc. 0.07% New 923 $231K
One Wealth Advisors, LLC 0.04% No change 923 $231K
FourThought Financial Partners, LLC 0.03% Reduce -2.9% 923 $231K
Fortem Financial Group, LLC 0.10% New 920 $230K
First National Advisers, LLC 0.05% Reduce -30.4% 918 $229K
Barclays PLC 0.00% No change 917 $229K
Hummer Financial Advisory Services Inc 0.19% New 915 $229K
Geometric Wealth Advisors 0.05% No change 915 $229K
Bank of Nova Scotia 0.00% No change 910 $227K
McLean Asset Management Corp 0.08% No change 919 $227K
Telos Capital Management, Inc. 0.03% No change 908 $227K
Roberts Wealth Advisors, LLC 0.08% New 956 $227K
FAS Wealth Partners, Inc. 0.02% Reduce -6.4% 906 $226K
Thrive Wealth Management, LLC 0.05% New 900 $225K
Old North State Wealth Management, LLC 0.15% Add +0.5% 893 $224K
Patton Albertson Miller Group, LLC 0.03% No change 894 $223K
Corundum Group, Inc. 0.11% No change 890 $222K
First Long Island Investors, LLC 0.02% No change 890 $222K
Matrix Asset Advisors Inc. 0.03% No change 888 $222K
Pennsylvania Capital Management Inc. 0.09% Add +0.1% 884 $221K
Osborne Partners Capital Management, LLC 0.01% No change 881 $220K
Members Trust Co 0.01% New 876 $219K
BlackRock Inc. 0.00% Add +3.3% 874 $218K
Greenspring Advisors, LLC 0.05% No change 873 $218K
LaSalle St. Investment Advisors, LLC 0.12% No change 940 $218K
Lansing Street Advisors 0.10% Reduce -3.0% 869 $217K
Central Valley Advisors, LLC 0.11% Reduce -0.1% 867 $217K
Mechanics Bank Trust Department 0.03% No change 867 $217K
Courage Miller Partners, LLC 0.07% New 866 $216K
Tradition Wealth Management, LLC 0.02% Add +0.1% 866 $216K
Carson Advisory Inc. 0.15% New 865 $216K
Ted Buchan & Co 0.13% No change 863 $216K
Sound Stewardship, LLC 0.13% Reduce -0.8% 863 $216K
WealthShield Partners, LLC 0.03% Reduce -1.9% 862 $215K
Radnor Capital Management, LLC 0.04% No change 860 $215K
Invst, LLC 0.03% New 865 $215K
Regimen Wealth, LLC 0.07% Reduce -4.6% 859 $215K
Opal Wealth Advisors, LLC 0.07% New 859 $215K
Institutional & Family Asset Management, LLC 0.03% No change 854 $213K
RMR Wealth Builders 0.03% New 851 $213K
Sentry LLC 0.04% New 850 $212K
Financial Life Advisors 0.09% Reduce -21.0% 849 $212K
ROI Financial Advisors, LLC 0.17% Reduce -14.7% 848 $212K
CIC Wealth, LLC 0.06% New 848 $212K
Trust Co 0.03% No change 846 $211K
EPIQ Capital Group, LLC 0.08% New 845 $211K
Strategy Asset Managers LLC 0.05% New 845 $211K
Meritage Portfolio Management 0.01% Reduce -79.6% 845 $211K
Leo Wealth, LLC 0.02% Reduce -0.6% 846 $211K
TKG Advisors, LLC 0.12% New 839 $210K
SpiderRock Advisors, LLC 0.01% — 860 $209K
Middleton & Co. Inc. 0.02% New 834 $208K
Creegan & Nassoura Financial Group, LLC 0.14% New 825 $206K
Abacus Planning Group, Inc. 0.04% New 824 $206K
Planning Capital Management Corp 0.15% Reduce -0.6% 824 $206K
Hudson Value Partners, LLC 0.09% New 822 $205K
True North Advisors, LLC 0.06% New 822 $205K
Keeler & Nadler Financial Planning & Wealth Management 0.12% New 822 $205K
Wealthstar Advisors, LLC 0.07% New 819 $205K
Plotkin Financial Advisors, LLC 0.14% New 818 $204K
Roman Butler Fullerton & Co. 0.08% New 860 $204K
Providence Capital Advisors, LLC 0.04% No change 814 $203K
Midwest Financial Group LLC 0.14% New 812 $203K
F/m Investments LLC 0.14% New 852 $203K
Strategic Financial Partners, Ltd. 0.11% New 809 $202K
Main Management LLC 0.02% No change 807 $202K
Clean Yield Group 0.08% No change 808 $202K
Tortoise Investment Management, LLC 0.02% Add +129.3% 807 $202K
Secured Retirement Advisors, LLC 0.17% New 801 $200K
LFA - Lugano Financial Advisors SA 0.15% Add +100.0% 800 $200K
C M Bidwell & Associates Ltd. 0.14% No change 799 $200K
Indiana Trust & Investment Management Co 0.08% No change 781 $195K
DHJJ Financial Advisors, Ltd. 0.09% No change 779 $195K
Global Trust Asset Management, LLC 0.08% No change 778 $194K
Richardson Capital Management LLC 0.15% No change 754 $188K
Sugarloaf Wealth Management, LLC 0.04% Add +10.9% 752 $188K
Sittner & Nelson, LLC 0.09% No change 738 $184K
HHM Wealth Advisors, LLC 0.03% Reduce -3.7% 738 $184K
Beacon Capital Management, LLC 0.04% Reduce -13.1% 722 $180K
Tyler-Stone Wealth Management 0.08% Add +0.3% 721 $180K
Archer Investment Corp 0.05% Reduce -6.3% 718 $179K
Householder Group Estate & Retirement Specialist, LLC 0.05% Add +7.8% 705 $176K
Private Capital Management LLC 0.04% Reduce -39.1% 690 $172K
Hoese & Co LLP 0.15% No change 700 $168K
Gradient Investments LLC 0.00% Add +0.5% 674 $168K
Rise Advisors, LLC 0.09% Add +0.5% 656 $164K
Key Financial Inc 0.04% Add +11.0% 654 $164K
Morling Financial Advisors, LLC 0.09% Reduce -2.3% 651 $163K
TCTC Holdings, LLC 0.01% Add +2.6% 636 $159K
Register Financial Advisors LLC 0.08% Add +9.7% 634 $158K
Integrity Financial Corp 0.11% Add +22.7% 632 $158K
Red Lighthouse Investment Management, LLC 0.06% No change 624 $156K
Compass Wealth Management LLC 0.04% No change 615 $154K
Balefire, LLC 0.06% Add +11.1% 611 $153K
Cornerstone Planning Group LLC 0.05% Reduce -22.7% 623 $150K
MCF Advisors LLC 0.01% Reduce -1.6% 598 $149K
Birch Capital Management, LLC 0.07% Add +96.2% 569 $142K
PrairieView Partners, LLC 0.02% No change 565 $142K
Cape Investment Advisory, Inc. 0.07% Add +1.6% 561 $140K
Pacifica Partners Inc. 0.06% Add +0.2% 553 $136K
Tompkins Financial Corp. 0.02% Reduce -15.2% 543 $136K
Venturi Wealth Management, LLC 0.01% No change 539 $135K
Solstein Capital, LLC 0.09% No change 537 $134K
Bfsg, LLC 0.02% Reduce -25.4% 536 $134K
Mango Five Family, Inc. 0.04% No change 535 $134K
Sunbelt Securities, Inc. 0.01% Add +24.7% 530 $132K
Cardiff Park Advisors, LLC 0.01% Add +0.4% 515 $129K
Mycio Wealth Partners, LLC 0.03% No change 507 $127K
BNP Paribas Financial Markets 0.00% New 500 $125K
Richardson Financial Services Inc. 0.09% Reduce -0.6% 496 $124K
Mb, Levis & Associates, LLC 0.07% Add +0.4% 493 $123K
EverSource Wealth Advisors, LLC 0.01% Reduce -12.0% 514 $122K
Legacy Bridge, LLC 0.07% Reduce -8.8% 487 $122K
Intelligent Financial Strategies 0.08% Add +0.4% 487 $122K
Cherry Tree Wealth Management, LLC 0.03% No change 481 $120K
Laurel Wealth Advisors LLC 0.02% No change 475 $119K
Clear Point Advisors Inc. 0.10% Add +1.5% 463 $116K
Bell Investment Advisors, Inc 0.02% Add +0.2% 461 $115K
Hills Bank & Trust Co 0.01% No change 458 $114K
Zions Bancorporation, N.A. 0.01% Reduce -20.4% 446 $111K
Copeland Capital Management, LLC 0.00% Reduce -56.6% 438 $109K
Breakwater Investment Management 0.05% — 430 $107K
GAMMA Investing LLC 0.02% Add +99.5% 423 $106K
Global Financial Private Client, LLC 0.05% No change 423 $105K
Tucker Asset Management LLC 0.02% Add +1.4% 420 $105K
Nabity-Jensen Investment Management Inc 0.09% New 418 $104K
Broadwater Capital Management LLC 0.08% No change 415 $104K
First Personal Financial Services 0.02% Reduce -27.4% 413 $103K
Partnership Wealth Management, LLC 0.07% Add +0.3% 409 $102K
DecisionPoint Financial, LLC 0.04% No change 406 $98K
Provident Wealth Management, LLC 0.04% Add +37.0% 374 $93K
Front Row Advisors LLC 0.03% No change 366 $91K
Nemes Rush Group LLC 0.01% Reduce -24.2% 357 $89K
First Community Trust NA 0.08% No change 353 $88K
Brown, Lisle/Cummings, Inc. 0.03% No change 342 $85K
Colonial Trust Advisors 0.01% Add +380.9% 327 $82K
Retirement Group, LLC 0.03% No change 321 $80K
Hantz Financial Services, Inc. 0.00% New 321 $80K
Maryland Capital Advisors Inc. 0.05% Add +6.4% 316 $79K
Beaird Harris Wealth Management, LLC 0.01% No change 314 $78K
Centennial Bank 0.04% No change 310 $77K
Evergreen Private Wealth LLC 0.04% No change 304 $76K
Founders Capital Management 0.05% No change 303 $76K
Vestor Capital, LLC 0.01% Reduce -3.5% 300 $75K
Macroview Investment Management LLC 0.08% No change 300 $75K
TFO Wealth Partners, LLC 0.01% No change 300 $75K
Concord Wealth Partners 0.01% Add +0.3% 297 $74K
Frazier Financial Advisors, LLC 0.06% No change 285 $71K
Keener Financial Planning LLC 0.05% No change 283 $71K
Family CFO Inc 0.04% No change 283 $71K
Morris Financial Concepts, Inc. 0.04% Reduce -6.0% 281 $70K
Gen-Wealth Partners Inc 0.03% — 278 $69K
Evolution Advisers, Inc. 0.04% Reduce -4.2% 271 $68K
Atticus Wealth Management, LLC 0.02% Add +0.4% 258 $65K
Avalon Trust Co 0.01% No change 250 $62K
LifeSteps Financial, Inc. 0.05% New 248 $62K
SRH Advisors, LLC 0.02% No change 245 $61K
Vermillion & White Wealth Management Group, LLC 0.05% No change 242 $60K
Motco 0.00% No change 240 $60K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -78.0% 230 $57K
Criterion Capital Advisors, LLC 0.04% No change 230 $57K
Perritt Capital Management Inc 0.03% Reduce -3.8% 227 $57K
Impact Partnership Wealth, LLC 0.02% Reduce -32.7% 226 $56K
Sawyer & Company, Inc 0.02% Add +62.0% 222 $55K
Bradley & Co. Private Wealth Management, LLC 0.04% No change 220 $55K
Winch Advisory Services, LLC 0.02% Add +0.5% 220 $55K
MTM Investment Management, LLC 0.02% Add +29.1% 213 $53K
GPS Wealth Strategies Group, LLC 0.01% Add +0.5% 201 $50K
Legacies Wealth LLC 0.04% No change 200 $50K
Union Savings Bank 0.03% No change 196 $49K
Wetzel Investment Advisors, Inc. 0.03% Add +2.0% 206 $48K
Halpern Financial, Inc. 0.01% No change 195 $48K
Northwest Investment Counselors, LLC 0.01% New 192 $48K
Insight Inv LLC 0.04% No change 191 $48K
Hanson & Doremus Investment Management 0.01% No change 188 $47K
LRI Investments, LLC 0.01% — 185 $46K
Pension & Wealth Management Advisors, Inc. 0.03% No change 183 $46K
PFS Partners, LLC 0.03% Add +0.6% 183 $46K
GoalVest Advisory LLC 0.02% Add +0.6% 181 $45K
Atlantic Edge Private Wealth Management, LLC 0.02% Add +28.6% 180 $45K
Running Point Capital Advisors, LLC 0.02% Reduce -18.7% 178 $44K
Financial Perspectives, Inc 0.02% Add +32.1% 177 $44K
Pathway Financial Advisers, LLC 0.02% No change 176 $44K
Aberdeen Wealth Management LLC 0.02% New 169 $42K
Goodman Advisory Group, LLC 0.01% No change 165 $41K
Angeles Wealth Management, LLC 0.00% No change 163 $41K
Main Street Group, LTD 0.02% Reduce -3.0% 160 $40K
Hazlett, Burt & Watson, Inc. 0.02% No change 158 $39K
Evensky & Katz LLC 0.00% No change 152 $38K
Peoples Bank 0.03% No change 150 $37K
Abich Financial Wealth Management LLC 0.03% Reduce -52.1% 150 $37K
Citizens National Bank Trust Department 0.01% No change 148 $37K
Orion Capital Management LLC 0.02% No change 143 $36K
CVA Family Office, LLC 0.01% Add +0.7% 140 $35K
Blume Capital Management, Inc. 0.01% No change 139 $35K
Hexagon Capital Partners LLC 0.01% No change 137 $34K
ESL Trust Services, LLC 0.01% New 130 $32K
Coston, McIsaac & Partners 0.01% No change 121 $30K
DiNuzzo Private Wealth, Inc. 0.00% No change 120 $30K
Signature Resources Capital Management, LLC 0.03% No change 127 $30K
CNB Bank 0.01% No change 118 $29K
Resources Management Corp. /CT/ 0.00% No change 116 $29K
Abound Wealth Management 0.01% Reduce -19.7% 114 $28K
Northwest Capital Management Inc 0.01% No change 114 $28K
FinTrust Capital Advisors, LLC 0.01% Add +13.4% 110 $27K
AllSquare Wealth Management LLC 0.02% No change 110 $27K
Armor Investment Advisors, LLC 0.01% Add +5.0% 105 $26K
Arlington Trust Co LLC 0.01% Reduce -30.0% 105 $26K
Princeton Global Asset Management LLC 0.01% No change 105 $26K
Highlander Capital Management, LLC 0.01% No change 100 $25K
Ballast Advisors LLC 0.01% Reduce -35.4% 95 $24K
Versant Capital Management, Inc 0.01% New 94 $23K
PSI Advisors, LLC 0.01% No change 92 $23K
Armstrong Advisory Group, Inc. 0.00% No change 96 $22K
Castleview Partners, LLC 0.01% Reduce -89.6% 86 $21K
Financial Gravity Asset Management, Inc. 0.01% No change 90 $21K
Highline Wealth Partners LLC 0.01% Add +95.1% 80 $20K
Vaughan Nelson Investment Management, L.P. 0.00% Reduce -77.5% 80 $20K
Global Wealth Strategies & Associates 0.01% Add +6.7% 80 $20K
Russell Investments Group, Ltd. 0.00% No change 79 $20K
Kozak & Associates, Inc. 0.01% New 78 $19K
Koesten, Hirschmann & Crabtree, INC. 0.01% Reduce -51.6% 75 $19K
Gilliland Jeter Wealth Management LLC 0.01% New 70 $17K
Tidemark, LLC 0.01% Add +1.5% 69 $17K
Pineridge Advisors LLC 0.01% No change 68 $17K
HighMark Wealth Management LLC 0.01% No change 65 $16K
Private Wealth Strategies, L.L.C. 0.00% New 16,179 $16K
SJS Investment Consulting Inc. 0.00% No change 63 $16K
Morton Brown Family Wealth, LLC 0.01% Add +18.9% 63 $16K
Stuart Chaussee & Associates, Inc. 0.00% New 63 $16K
Creekmur Asset Management LLC 0.01% New 59 $15K
PFG Private Wealth Management, LLC 0.01% No change 55 $14K
Christopher J. Hasenberg, Inc 0.01% New 53 $13K
Investment Research & Advisory Group, Inc. 0.01% No change 53 $13K
Davis Capital Management 0.01% No change 53 $13K
WFA Asset Management Corp 0.01% No change 52 $13K
IAG Wealth Partners, LLC 0.00% No change 49 $12K
Fernwood Investment Management, LLC 0.00% New 49 $12K
Cedar Mountain Advisors, LLC 0.00% No change 49 $12K
Global Assets Advisory, LLC 0.01% New 45 $11K
Dunhill Financial, LLC 0.01% No change 42 $10K
Private Wealth Management Group, LLC 0.00% Reduce -74.5% 40 $10K
Riggs Asset Managment Co. Inc. 0.00% No change 40 $10K
CGC Financial Services, LLC 0.00% No change 25 $6K
True Wealth Design, LLC 0.00% No change 25 $6K
Valley Wealth Managers, Inc. 0.00% Reduce -40.0% 24 $6K
Wolff Wiese Magana LLC 0.01% No change 23 $6K
Game Plan Financial Advisors, LLC 0.00% No change 22 $6K
Emfo, LLC 0.01% No change 22 $5K
University of Texas/Texas Am Investment Management Co. 0.00% Reduce -50.0% 22 $5K
Vima LLC 0.01% No change 23 $5K
MV Capital Management, Inc. 0.00% No change 18 $4K
WR Wealth Planners, LLC 0.00% New 15 $4K
Raleigh Capital Management Inc. 0.00% No change 14 $4K
Aspire Private Capital, LLC 0.00% No change 13 $3K
PFC Capital Group, Inc. 0.00% New 16 $3K
Arvest Investments, Inc. 0.00% No change 12 $3K
Arcadia Investment Advisors LLC 0.00% No change 11 $3K
Anfield Capital Management, LLC 0.00% New 10 $2K
West Branch Capital LLC 0.00% No change 10 $2K
MGB Wealth Management, LLC 0.00% No change 10 $2K
Viewpoint Capital Management LLC 0.00% No change 9 $2K
AlphaMark Advisors, LLC 0.00% No change 10 $2K
FSC Wealth Advisors, LLC 0.00% No change 6 $1K
Rakuten Securities, Inc. 0.00% New 6 $1K
Oliver Lagore Vanvalin Investment Group 0.00% New 6 $1K
Grand Wealth Management, LLC 0.00% No change 5 $1K
Your Advocates Ltd., LLP 0.00% No change 5 $1K
Nordwand Advisors, LLC 0.00% No change 5 $1K
Robbins Farley 0.00% No change 4 $1K
Trifecta Capital Advisors, LLC 0.00% New 3 $750
Baldwin Wealth Partners LLC 0.00% Reduce -87.0% 3 $750
Lowe Wealth Advisors, LLC 0.00% No change 2 $500
Alaska Wealth Advisors, LLC 0.00% New 2 $500
Tower Research Capital LLC (TRC) 0.00% New 2 $500
Semmax Financial Advisors Inc. 0.00% No change 2 $495
Silicon Valley Capital Partners 0.00% No change 1 $234

"% of holder's portfolio" is VO's weight in each manager's 13F, not the share of Vngrd Mrngstr MD-Cap ETF-Usd the manager owns.