Vngrd Mrngstr MD-Cap ETF-UsdVOETF

13F holders, Q3 2024 (September 30)
1,934holders +48
105new positions
53sold out
7famous investors
$263.13avg. 13F price*

At the end of Q3 2024, 1,934 institutions reported holding Vngrd Mrngstr MD-Cap ETF-Usd (VO) in their 13F filings, up 48 from Q2 2024. 105 opened new positions and 53 sold out. The largest holders were Wells Fargo & Company ($5.9B), Bank of America Corp. ($4.2B) and Jones Financial Companies LLLP ($3.8B). 7 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
Vngrd Mrngstr MD-Cap ETF-Usd
Filed as
VANGUARD INDEX FDS (Q3 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions105$445.7M
Exits53$19.7M

All 13F filers, Q2 2024 → Q3 2024: 7,249,349 shares bought and 3,742,043 shares sold, net +3,507,306 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,934 holders

Wells Fargo & Company 1.43% Reduce -3.5% 22,282,694 $5.9B
Bank of America Corp. 0.37% Add +0.4% 16,074,068 $4.2B
Jones Financial Companies LLLP 3.91% Add +3.1% 14,474,418 $3.8B
Creative Planning 2.14% Reduce -1.1% 8,180,070 $2.2B
Morgan Stanley 0.14% Add +0.9% 7,371,800 $1.9B
Northwestern Mutual Wealth Management Co. 1.31% Add +5.6% 5,596,286 $1.5B
UBS Group AG 0.41% Add +0.5% 5,495,042 $1.4B
Raymond James & Associates 0.62% Add +0.2% 3,882,359 $1.0B
Ameriprise Financial Inc. 0.24% Reduce -0.4% 3,503,224 $925.0M
LPL Financial LLC 0.34% Add +2.5% 2,888,967 $762.2M
Envestnet Asset Management Inc. 0.24% Reduce -0.1% 2,811,380 $741.7M
PNC Financial Services Group, Inc. 0.40% Reduce -0.5% 2,370,206 $625.3M
Raymond James Financial Services Advisors, Inc. 0.79% Reduce -1.0% 2,250,742 $593.8M
JPMorgan Chase & Co. 0.04% Reduce -1.7% 2,103,612 $555.0M
Natixis Advisors, LLC 1.00% Add +10.4% 1,944,886 $513.1M
Tiaa Trust, National Association 1.44% Reduce -2.7% 1,830,474 $482.9M
Royal Bank of Canada 0.09% Add +2.3% 1,483,444 $391.4M
Mariner, LLC 0.63% Add +6.5% 1,344,922 $354.8M
JMG Financial Group, Ltd. 11.54% Add +3.1% 1,280,446 $337.8M
Allworth Financial LP 2.05% Add +3.1% 1,276,734 $336.8M
Commonwealth Equity Services, LLC 0.50% Add +2.3% 1,253,846 $330.8M
CIBC Private Wealth Group LLC 0.59% Reduce -0.5% 1,238,831 $326.8M
Border to Coast Pensions Partnership Ltd 6.28% New 1,169,908 $307.8M
BNP Paribas Financial Markets 0.24% Add +23488000.0% 939,524 $247.9M
Financial Counselors Inc. 3.25% Add +2.2% 832,167 $219.6M
Cetera Investment Advisers 0.44% Add +3.7% 755,537 $199.3M
Goldman Sachs Group Inc. 0.04% Add +1.3% 736,915 $194.4M
Bank of New York Mellon Corp 0.03% Reduce -57.3% 683,747 $180.4M
Clearstead Advisors, LLC 2.77% Add +2.1% 675,614 $178.2M
Cerity Partners LLC 0.39% Add +28.2% 675,078 $178.1M
Nicholas Hoffman & Company, LLC. 7.44% Add +8.3% 668,414 $176.3M
HighTower Advisors, LLC 0.25% Reduce -1.2% 643,030 $169.7M
Beacon Pointe Advisors, LLC 1.91% Reduce -0.3% 626,589 $165.3M
Osaic Holdings, Inc. 0.36% Reduce -6.4% 597,679 $157.8M
Pathstone Holdings, LLC 0.71% Add +0.6% 598,161 $157.8M
Stifel Financial Corp. 0.16% Add +1.1% 565,232 $149.1M
Wealthspire Advisors, LLC 1.48% Add +2.0% 551,127 $145.4M
Moneta Group Investment Advisors LLC 2.11% Add +4.5% 550,302 $145.2M
Truist Financial Corp. 0.22% Reduce -3.8% 534,862 $141.1M
Mercer Global Advisors Inc. 0.31% Add +7.9% 508,011 $133.3M
First Command Advisory Services, Inc. 1.28% Add +3.4% 501,273 $132.3M
Baird Financial Group, Inc. 0.25% Reduce -6.9% 495,797 $130.8M
Bank of Montreal 0.06% Add +3.7% 491,016 $129.2M
MassMutual Private Wealth & Trust, FSB 3.65% Add +2.8% 486,245 $128.3M
Fifth Third Bancorp 0.45% Reduce -2.3% 466,978 $123.2M
Corient Private Wealth LP 0.18% Add +43.6% 422,455 $111.5M
Rockefeller Capital Management L.P. 0.29% Add +3.5% 409,146 $107.9M
Cullen/Frost Bankers, Inc. 1.44% Reduce -4.1% 398,893 $105.2M
Millburn Ridgefield LLC 2.66% Reduce -5.2% 384,454 $101.4M
Catalyst Capital Advisors LLC 2.29% Reduce -5.2% 384,454 $101.4M
Captrust Financial Advisors 0.29% Add +4.5% 414,085 $99.1M
Cresset Asset Management, LLC 0.38% Reduce -2.0% 375,094 $99.0M
Bleakley Financial Group, LLC 2.97% Add +0.8% 368,854 $97.3M
Janney Montgomery Scott LLC 0.27% Add +0.2% 368,301 $97.2M
Joel Isaacson & Co., LLC 4.58% Add +3.4% 363,854 $96.0M
Invictus Private Wealth, LLC 7.58% Add +2.0% 363,106 $95.8M
1832 Asset Management L.P. 0.16% Reduce -1.9% 358,036 $94.5M
Larson Financial Group LLC 5.36% Reduce -5.5% 357,381 $94.3M
Financial Synergies Wealth Advisors, Inc. 11.30% Add +2.8% 344,997 $91.0M
FMR LLC 0.01% Add +3.3% 340,923 $89.9M
MML Investors Services, LLC 0.32% Reduce -1.2% 337,638 $89.1M
Chicago Partners Investment Group LLC 3.14% Add +3.3% 331,041 $88.0M
CBIZ Investment Advisory Services, LLC 4.51% Add +2.1% 328,876 $86.8M
Kestra Advisory Services, LLC 0.47% Reduce -9.9% 323,018 $85.2M
Assetmark, Inc. 0.24% Add +1.3% 317,434 $83.7M
Manufacturers Life Insurance Company, The 0.07% Reduce -6.9% 311,586 $82.2M
Morningstar Investment Services LLC 0.84% Reduce -3.1% 312,222 $82.2M
Trustmark Bank Trust Department 6.04% Add +5.7% 303,094 $80.0M
Cambridge Investment Research Advisors, Inc. 0.25% Reduce -3.0% 280,211 $73.9M
Equitable Holdings, Inc. 0.69% Add +7.7% 270,116 $71.3M
CENTRAL TRUST Co 1.66% Reduce -1.6% 268,421 $70.8M
Nadler Financial Group, Inc. 7.67% Add +1.0% 263,775 $69.6M
Smithfield Trust Co 3.40% Reduce -3.6% 263,245 $69.5M
National Philanthropic Trust 1.26% Add +25.1% 263,203 $69.4M
Oppenheimer Asset Management Inc. 0.82% Reduce -1.7% 257,617 $68.0M
Coldstream Capital Management Inc. 1.47% Add +4.5% 257,049 $67.9M
Pittenger & Anderson Inc. 2.51% Add +2.7% 254,376 $67.1M
Axxcess Wealth Management, LLC 1.69% Add +1.4% 253,180 $66.8M
Capital Asset Advisory Services LLC 3.11% Add +1.6% 236,431 $62.1M
American Trust 5.11% Reduce -8.0% 234,768 $61.9M
NewEdge Advisors, LLC 0.39% Add +2.6% 230,352 $60.8M
Northwest Quadrant Wealth Management, LLC 13.73% Add +0.4% 225,847 $59.6M
Peapack Gladstone Financial Corp. 0.84% Add +0.9% 219,812 $58.0M
Private Advisor Group, LLC 0.35% Reduce -1.8% 210,808 $55.6M
Connecticut Wealth Management, LLC 2.58% Reduce -0.1% 202,256 $53.4M
Focus Partners Wealth 0.17% Add +847.1% 603,854 $52.9M
PDS Planning, Inc 4.72% Add +426.0% 199,411 $52.6M
Schneider Downs Wealth Management Advisors, LP 10.72% Add +4.3% 198,552 $52.4M
SilverOak Wealth Management LLC 11.63% Add +1.7% 196,457 $51.8M
New York Life Investment Management LLC 0.50% Add +8.3% 195,844 $51.6M
Comerica Bank 0.20% Reduce -2.6% 194,145 $51.2M
Venture Visionary Partners LLC 2.26% Add +2.0% 193,303 $51.0M
Citizens Financial Group Inc. 0.96% Add +13.3% 181,078 $47.8M
Bessemer Group Inc. 0.08% Add +1.3% 176,627 $46.6M
Fulcrum Capital LLC 10.13% Add +2.4% 176,325 $46.5M
Sanctuary Advisors, LLC 0.29% Add +3.5% 161,649 $45.6M
Leavell Investment Management, Inc. 2.27% Add +4.6% 172,560 $45.5M
Arkansas Financial Group, Inc. 7.33% Reduce -0.9% 169,672 $44.8M
NewEdge Wealth, LLC 0.80% Add +5.2% 166,959 $44.0M
Mesirow Financial Investment Management, Inc. 0.84% Add +101.7% 164,660 $43.4M
TCV Trust & Wealth Management, Inc. 3.79% Reduce -0.2% 160,446 $42.3M
BOK Financial Private Wealth, Inc. 3.06% Reduce -4.3% 160,108 $42.2M
New Hampshire Trust 9.00% Add +0.7% 159,242 $42.0M
Riverpoint Wealth Management Holdings, LLC 10.75% Add +0.6% 158,929 $41.9M
CX Institutional 1.73% Add +4.8% 148,035 $39.1M
Bear Mountain Capital, Inc. 15.26% Reduce -0.0% 144,302 $38.7M
Steward Partners Investment Advisory, LLC 0.35% Add +14.0% 144,520 $38.1M
GenTrust, LLC 1.87% Reduce -9.5% 144,483 $38.1M
Ellevest, Inc. 2.09% Add +2.8% 143,279 $37.8M
Wealth Enhancement Advisory Services, LLC 0.08% Add +2.6% 142,710 $37.7M
Regions Financial Corp. 0.27% Add +0.4% 140,762 $37.1M
Heartwood Wealth Advisors LLC 4.08% Add +0.7% 139,656 $36.8M
Kestra Investment Management, LLC 1.56% Add +154.1% 138,061 $36.4M
US Bancorp \de 0.05% Reduce -19.1% 136,848 $36.1M
Stephens Consulting, LLC 9.16% Add +1.3% 135,362 $35.7M
Associated Banc-Corp 1.02% Add +6.1% 131,036 $34.6M
Ballast, Inc. 9.79% Add +1.3% 130,768 $34.5M
Marquette Asset Management, LLC 5.43% Reduce -0.2% 129,811 $34.2M
Perkins Coie Trust Co 7.52% Add +0.9% 128,498 $33.9M
Dechtman Wealth Management, LLC 6.93% Add +22.9% 128,420 $33.9M
Cutler Investment Counsel LLC 4.21% Add +12.8% 126,623 $33.4M
Pine Ridge Advisers LLC 3.27% Add +0.2% 124,362 $32.8M
Wealthquest Corp 2.84% Add +11.3% 123,046 $32.3M
TL Private Wealth 14.41% Reduce -1.1% 123,011 $32.2M
Agf Management Ltd. 0.16% Add +1.2% 120,540 $31.8M
Fidato Wealth LLC 25.54% Add +1.0% 120,527 $31.8M
Performa Ltd (US), LLC 11.75% Add +15.5% 119,905 $31.6M
BCK Partners, Inc. 15.09% Add +0.9% 119,881 $31.6M
Glenmede Trust Co. NA 0.15% Add +0.8% 119,692 $31.6M
BLB&B Advisors, LLC 1.61% Reduce -0.9% 119,610 $31.6M
Stephens Inc. 0.45% Add +55.1% 119,337 $31.5M
Lwmg, LLC 5.90% Add +6.0% 117,614 $31.0M
Conrad Siegel Investment Advisors, Inc. 8.31% Reduce -0.1% 116,596 $30.8M
Arrow Financial Corp 2.83% Reduce -3.9% 116,099 $30.6M
SP Asset Management LLC 2.46% Add +0.4% 112,192 $29.6M
Blankinship & Foster, LLC 7.23% Add +0.7% 112,125 $29.6M
&partners 0.57% Add +41.7% 112,127 $29.5M
DT Investment Partners, LLC 2.40% Add +4.6% 112,003 $29.5M
First Manhattan Co. Llc. 0.09% Reduce -3.2% 108,795 $28.7M
Arax Advisory Partners 2.56% Reduce -0.4% 108,452 $28.6M
Avantax Advisory Services, Inc. 0.19% Add +8.4% 107,620 $28.4M
Thrivent Financial for Lutherans 0.05% Add +41.5% 106,578 $28.1M
Phillips Financial Management, LLC 2.17% Reduce -3.3% 106,230 $28.0M
Ashton Thomas Private Wealth, LLC 1.48% Add +1.6% 105,312 $27.8M
Northern Trust Corp. 0.00% Add +5.8% 104,802 $27.6M
Bouchey Financial Group, Ltd. 2.43% Add +5.4% 103,151 $27.2M
Whittier Trust Co. 0.36% Reduce -0.4% 102,106 $26.9M
Integrated Wealth Concepts LLC 0.33% Add +15.0% 102,061 $26.9M
Blair William & Co. 0.08% Add +6.2% 101,851 $26.9M
Cranbrook Wealth Management, LLC 6.10% Reduce -1.3% 101,363 $26.7M
Fiducient Advisors LLC 3.02% Reduce -10.9% 99,257 $26.2M
Axiom Financial Strategies, LLC 13.68% Reduce -0.1% 98,214 $25.9M
World Investment Advisors 0.81% Add +759.6% 97,694 $25.8M
Pure Financial Advisors, LLC 0.61% Reduce -1.2% 96,432 $25.4M
Raymond James Trust N.A. 0.55% Add +10.1% 95,384 $25.2M
St Germain D J Co. Inc. 1.16% Reduce -0.6% 95,309 $25.1M
Searcy Financial Services Inc. 11.77% Add +1.4% 95,071 $25.1M
AMG National Trust Bank 0.68% Reduce -13.3% 94,523 $24.9M
Enclave Advisors LLC 4.22% — 94,452 $24.9M
ProVise Management Group, LLC 1.97% Add +4.3% 94,391 $24.9M
Wesbanco Bank Inc. 0.84% Add +8.5% 94,298 $24.9M
Nicolet Advisory Services, LLC 2.34% Reduce -1.2% 94,734 $24.8M
American Financial Advisors, LLC 3.36% Reduce -1.4% 93,169 $24.6M
Condor Capital Management 2.20% Add +0.2% 92,475 $24.4M
HB Wealth Management, LLC 0.26% Reduce -2.8% 91,824 $24.2M
Atria Wealth Solutions, Inc. 0.26% Reduce -1.7% 91,573 $24.2M
OneDigital Investment Advisors LLC 0.28% Add +166.5% 91,348 $24.1M
MAI Capital Management 0.23% Add +2.6% 91,063 $24.0M
SOL Capital Management CO 2.65% Add +0.2% 90,483 $23.9M
Full Sail Capital, LLC 1.51% Reduce -1.3% 89,428 $23.6M
Woodmont Investment Counsel LLC 1.77% Add +0.2% 89,055 $23.5M
Glenview Trust Co 0.45% Add +5.7% 88,041 $23.2M
Whittier Trust Co. of Nevada Inc. 0.60% Add +0.2% 88,018 $23.2M
Empower Advisory Group, LLC 0.08% Reduce -1.0% 87,933 $23.2M
Country Trust Bank 0.56% Reduce -0.4% 86,995 $23.0M
GeoWealth Management, LLC 0.81% Add +26.4% 86,654 $22.9M
Simmons Bank 1.64% Add +0.3% 85,971 $22.7M
Concourse Financial Group Securities, Inc. 1.34% Reduce -4.9% 85,155 $22.5M
Round Rock Advisors LLC 5.20% Reduce -0.6% 84,283 $22.2M
Wolff Financial Management LLC 6.02% New 84,004 $22.2M
McClarren Financial Advisors, Inc. 2.77% Reduce -0.0% 32,918 $22.0M
Wooster Corthell Wealth Management, Inc. 4.69% Add +0.8% 83,309 $22.0M
Pathway Financial Advisors LLC 5.63% Add +5.9% 83,217 $22.0M
FIDELIS iM, LLC 9.80% Reduce -0.3% 81,910 $21.6M
Brown Advisory Inc. 0.03% Reduce -0.5% 81,445 $21.5M
Founders Financial Securities LLC 1.95% Reduce -0.1% 80,157 $21.1M
SigFig Wealth Management, LLC 0.76% Add +1636.5% 79,724 $21.0M
Horizon Investments, LLC 0.55% Add +2.2% 78,346 $20.7M
Transamerica Financial Advisors, LLC 2.00% Reduce -3.5% 77,894 $20.6M
McIlrath & Eck, LLC 2.62% Add +6.9% 76,964 $20.3M
Stratos Wealth Advisors, LLC 0.93% Add +19.9% 76,898 $20.3M
Prudent Investors Network, Inc. 6.13% Add +23.1% 75,758 $20.0M
Marietta Wealth Management, LLC 2.89% Add +4.1% 75,437 $19.9M
Retirement Financial Solutions, LLC 8.58% Add +1.9% 74,232 $19.6M
Prio Wealth Limited Partnership 0.56% Add +2.2% 72,787 $19.2M
Berkshire Asset Management LLC 0.96% No change 77,849 $18.8M
Whitegate Investment Counselors, Inc. 4.99% Reduce -0.4% 71,265 $18.8M
Mason & Associates, LLC 5.65% Add +2.6% 69,979 $18.5M
Envestnet Portfolio Solutions, Inc. 0.06% Reduce -0.9% 69,636 $18.4M
Heritage Investors Management Corp. 0.61% Reduce -2.8% 69,531 $18.3M
Lido Advisors, LLC 0.14% Reduce -0.6% 69,150 $18.2M
Exencial Wealth Advisors, LLC 0.65% Reduce -2.8% 68,927 $18.2M
Cadence Bank 1.25% Add +4.3% 68,637 $18.1M
First Horizon Advisors, Inc. 0.50% Reduce -0.9% 68,479 $18.1M
Tectonic Advisors LLC 1.19% Add +5.1% 68,422 $18.1M
Praetorian Wealth Management, Inc. 4.48% Reduce -0.5% 68,194 $18.0M
Salem Investment Counselors Inc. 0.54% Reduce -0.2% 68,033 $17.9M
Bokf, NA 0.32% Add +0.3% 68,584 $17.9M
Wealthspire Retirement, LLC 1.45% Reduce -6.2% 67,833 $17.9M
Baltimore-Washington Financial Advisors, Inc. 0.96% Add +3.3% 67,116 $17.7M
Pinnacle Financial Partners Inc 0.35% Reduce -0.0% 66,169 $17.5M
Northeast Investment Management 0.77% Reduce -0.8% 65,463 $17.3M
Advantage Trust Co 11.70% Add +1.2% 65,295 $17.2M
Von Berge Wealth Management Group, LLC 10.57% Reduce -3.9% 62,436 $17.1M
Sage Rhino Capital LLC 3.77% Add +0.2% 64,594 $17.0M
Ballentine Partners, LLC 0.29% Add +0.2% 64,114 $16.9M
Trust Co of the South 3.58% Add +9.6% 64,078 $16.9M
Annapolis Financial Services, LLC 4.97% Add +5.8% 63,607 $16.8M
Staley Capital Advisers Inc. 0.74% Add +2.6% 62,845 $16.6M
Twele Capital Management, Inc. 3.47% Reduce -0.1% 62,619 $16.5M
Mitchell McLeod Pugh & Williams Inc. 3.45% Add +10.7% 62,578 $16.5M
Great Valley Advisor Group, Inc. 0.40% Add +10.4% 62,342 $16.4M
Grey Fox Wealth Advisors, LLC 4.56% Add +23.4% 62,040 $16.4M
Patriot Investment Management Group, Inc. 1.20% Reduce -0.6% 61,832 $16.3M
Veracity Capital LLC 6.22% Add +3.7% 61,640 $16.3M
Crane Advisory, LLC 2.94% Add +1.3% 61,893 $16.3M
AJ Advisors, LLC 8.29% Add +2.0% 61,267 $16.2M
Tarbox Family Office, Inc. 2.64% Add +0.3% 61,058 $16.1M
Montag A & Associates Inc. 0.76% Reduce -0.2% 60,812 $16.0M
Marshall Financial Group Inc. 4.83% Add +4.0% 60,619 $16.0M
Advisory Services & Investments, LLC 10.87% Reduce -1.2% 60,532 $16.0M
Riverview Capital Advisers, LLC 4.90% Reduce -0.3% 60,288 $15.9M
Nations Financial Group Inc, /Ia/ 1.15% Add +1.8% 60,056 $15.8M
TrueWealth Financial Partners 9.40% Reduce -3.5% 59,182 $15.6M
Choreo, LLC 0.23% Add +21.7% 58,434 $15.3M
Zhang Financial LLC 0.97% Add +2.0% 58,103 $15.3M
NORTHSTAR ASSET MANAGEMENT Co 3.51% Reduce -0.7% 58,074 $15.3M
Summit Financial, LLC 0.60% Add +23.1% 57,602 $15.2M
Intrust Bank NA 1.51% Reduce -1.2% 57,205 $15.1M
Frisch Financial Group, Inc. 4.53% Reduce -0.5% 57,123 $15.1M
Avidian Wealth Enterprises, LLC 0.68% Reduce -4.1% 56,771 $15.0M
Fidelis Capital Partners, LLC 1.78% Add +1.4% 56,048 $14.9M
Johnson Bixby & Associates, LLC 2.27% Reduce -3.0% 56,449 $14.9M
Sierra Capital LLC 1.77% Reduce -1.9% 56,256 $14.8M
Oppenheimer & Co. Inc. 0.23% Reduce -10.9% 55,978 $14.8M
D.A. Davidson & Co. 0.12% Reduce -5.1% 55,888 $14.7M
Investments & Financial Planning, LLC 9.34% Add +2.1% 55,878 $14.7M
Parallel Advisors, LLC 0.35% Add +0.9% 55,731 $14.7M
Meridian Management Co. 3.57% Reduce -3.7% 53,269 $14.1M
Benjamin Edwards Inc. 0.20% New 53,199 $14.0M
Roof Eidam Maycock Peralta, LLC 3.55% Reduce -0.6% 52,956 $14.0M
Fee-Only Financial Planning, L.C. 8.93% Add +0.0% 52,842 $13.9M
Kiely Wealth Advisory Group, Inc. 8.77% Reduce -4.0% 49,910 $13.8M
Legend Financial Advisors, Inc. 9.49% Add +1.6% 52,086 $13.7M
Geller Advisors LLC 0.95% Add +1.8% 52,086 $13.7M
Core Wealth Advisors, Inc. 4.39% Add +1.2% 51,834 $13.7M
Alliancebernstein L.P. 0.00% Add +2.1% 51,635 $13.6M
Iron Horse Wealth Management, LLC 4.64% Add +4.7% 51,439 $13.6M
Wedmont Private Capital 0.77% Add +28.3% 51,785 $13.6M
Consilio Wealth Advisors, LLC 5.57% Reduce -0.8% 51,184 $13.5M
US Financial Advisors, LLC 4.19% Add +2.4% 51,036 $13.5M
Merit Financial Group, LLC 0.30% Add +7.5% 50,606 $13.4M
Ruggaard & Associates LLC 5.81% Add +0.1% 50,584 $13.3M
McAdam, LLC 0.75% Add +2996.3% 50,501 $13.3M
Cordgrass Capital Advisors, LLC 3.84% Add +6.6% 50,163 $13.2M
Graypoint LLC 0.85% Reduce -0.0% 50,048 $13.2M
Carnegie Investment Counsel 0.39% Reduce -1.6% 50,008 $13.2M
Jackson, Grant Investment Advisers, Inc. 4.92% Add +0.9% 49,912 $13.2M
Dynamic Advisor Solutions LLC 0.39% Reduce -2.2% 49,619 $13.1M
DORVAL Corp 5.37% Add +0.9% 50,630 $13.1M
Brand Asset Management Group, Inc. 5.04% Reduce -2.3% 48,837 $12.9M
Whelan Financial 5.26% Add +0.3% 48,436 $12.8M
Hillman Co. 5.56% No change 48,319 $12.7M
Capital Planning LLC 3.57% Add +0.6% 48,232 $12.7M
TD Private Client Wealth LLC 0.37% Reduce -3.4% 48,224 $12.7M
Gemmer Asset Management LLC 1.27% Add +0.5% 48,220 $12.7M
Scott Capital Advisors, LLC 3.60% Add +0.8% 48,051 $12.7M
Apella Capital, LLC 0.52% Add +28.0% 48,163 $12.6M
jvl associates llc 4.87% Reduce -0.4% 47,836 $12.6M
Stratos Wealth Partners, LTD. 0.18% Add +2.4% 47,682 $12.6M
Caprock Group, LLC 0.45% Add +1.2% 46,628 $12.3M
Bridges Investment Management Inc. 0.17% Add +0.2% 46,468 $12.3M
TriaGen Wealth Management LLC 4.10% Add +4.8% 46,462 $12.3M
Manchester Capital Management LLC 1.43% Reduce -1.3% 46,233 $12.2M
First National Corp. /Ma/ 2.70% Reduce -2.8% 46,027 $12.1M
McNaughton Wealth Management, LLC 5.91% Add +2.5% 45,985 $12.1M
Savant Capital, LLC 0.10% Add +50.0% 45,555 $12.0M
Roundview Capital LLC 0.87% Add +40.1% 45,362 $12.0M
Sandy Cove Advisors, LLC 4.88% Add +5.3% 45,328 $12.0M
LBMC Investment Advisors, LLC 0.93% Reduce -2.1% 44,733 $11.8M
Synovus Financial Corp. 0.14% Add +103.2% 44,650 $11.8M
Cook Wealth, LLC 5.88% Add +7.9% 43,980 $11.7M
Asset Management Group, Inc. 1.65% Add +8.8% 44,250 $11.7M
Black Diamond Financial, LLC 1.98% Add +0.1% 44,160 $11.7M
Ameritas Advisory Services, LLC 0.50% Reduce -21.6% 44,017 $11.6M
Custos Family Office, LLC 4.18% Add +10.3% 43,757 $11.5M
EnRich Financial Partners LLC 3.85% Add +5.8% 43,648 $11.5M
Vanguard Group Inc. 0.00% Add +8.9% 43,133 $11.4M
Ironsides Asset Advisors, LLC 3.31% Add +0.7% 43,087 $11.4M
Principal Securities, Inc. 0.27% Add +0.6% 43,032 $11.4M
Bank of New Hampshire 2.84% Reduce -2.7% 42,944 $11.3M
Concurrent Investment Advisors, LLC 0.34% Add +33.5% 42,916 $11.3M
Arkos Global Advisors 1.64% Reduce -0.8% 42,860 $11.3M
Red Wave Investments LLC 3.93% Reduce -2.3% 42,708 $11.3M
KMG Fiduciary Partners, LLC 0.97% Reduce -4.2% 42,708 $11.3M
Anderson Hoagland & Co. 1.15% Reduce -2.7% 42,665 $11.3M
Lowe Brockenbrough & Co. Inc. 0.72% Add +0.7% 42,624 $11.2M
Somnio Financial Group, LLC 9.16% Add +1.3% 42,542 $11.2M
Ancora Advisors LLC 0.25% Add +1.1% 42,242 $11.1M
Rossmore Private Capital 1.36% Add +2.2% 41,812 $11.0M
Franklin Resources Inc. 0.00% Add +1.1% 40,759 $11.0M
James J. Burns & Company, LLC 1.97% Add +10.6% 41,176 $10.9M
Avion Wealth 2.84% Add +0.4% 41,089 $10.8M
Aries Wealth Management 2.97% Reduce -0.9% 40,982 $10.8M
B. Riley Wealth Advisors, Inc. 0.30% Reduce -13.8% 41,131 $10.8M
Noble Family Wealth, LLC 2.90% Reduce -9.4% 40,913 $10.8M
Sepio Capital, LP 0.84% Add +5.3% 40,887 $10.8M
Wealthcare Advisory Partners LLC 0.30% Reduce -2.0% 40,565 $10.7M
Swisher Financial Concepts, Inc. 6.74% Add +43.2% 43,253 $10.7M
Gratus Wealth Advisors, LLC 1.74% Add +0.9% 40,819 $10.7M
Sebold Capital Management, Inc. 6.98% Reduce -2.8% 40,137 $10.6M
Commerce Bank 0.06% Add +15.2% 39,760 $10.5M
New Insight Wealth Advisors 5.52% Add +6.7% 39,753 $10.5M
Aspire Capital Advisors LLC 3.12% Add +2.3% 39,688 $10.5M
Forvis Mazars Wealth Advisors, LLC 0.24% Reduce -13.8% 39,491 $10.4M
ForthRight Wealth Management, LLC 3.46% Add +6.1% 39,372 $10.4M
JDM Financial Group LLC 5.62% Add +10.6% 39,183 $10.3M
Canandaigua National Bank & Trust Co. 0.97% Reduce -1.0% 38,538 $10.2M
David Kennon Inc 4.00% Add +1.0% 38,486 $10.2M
Betterment LLC 0.02% Add +68.8% 38,339 $10.1M
BTG Pactual Asset Management US LLC 1.47% New 38,286 $10.1M
Sfm, LLC 7.53% Reduce -0.8% 38,101 $10.1M
CRA Financial Services, LLC 1.84% Add +9.7% 38,100 $10.1M
Pinnacle Associates Ltd. 0.17% Reduce -0.8% 42,814 $10.0M
Platte River Wealth Advisors, LLC 2.61% Reduce -6.9% 36,875 $9.7M
Ameraudi Asset Management, Inc. 4.42% Reduce -6.2% 36,743 $9.7M
Drive Wealth Management, LLC 2.51% Add +3.3% 36,557 $9.6M
Financial Futures Ltd Liability Co. 5.50% Reduce -0.7% 36,380 $9.6M
Traction Financial Partners, LLC 7.52% Reduce -16.7% 36,348 $9.6M
Private Advisory Group LLC 1.21% Add +2.2% 36,266 $9.6M
Towerpoint Wealth, LLC 4.53% Add +5.4% 36,229 $9.6M
4Thought Financial Group Inc. 5.87% Add +0.1% 36,064 $9.5M
Gray Wealth Management Inc. 3.75% Add +2.7% 35,985 $9.5M
Americana Partners, LLC 0.64% Add +1153.3% 35,795 $9.4M
Centered Wealth LLC dba Miller Equity Capital Advisors 3.67% Reduce -1.8% 35,654 $9.4M
Global Retirement Partners, LLC 0.28% Reduce -4.5% 35,616 $9.4M
Avior Wealth Management, LLC 0.37% Add +3.9% 37,557 $9.4M
Curi Capital, LLC 0.21% Reduce -2.2% 35,436 $9.3M
Horizons Wealth Management 7.24% Reduce -2.1% 35,431 $9.3M
Waverly Advisors, LLC 0.17% Add +3.2% 35,361 $9.3M
Smith & Howard Wealth Management, LLC 2.62% Add +1.5% 35,320 $9.3M
Bernardo Wealth Planning LLC 2.26% Add +48.2% 34,562 $9.3M
Bailard, Inc. 0.24% No change 35,182 $9.3M
Houlihan Financial Resource Group, Ltd. 3.83% New 35,100 $9.3M
Beacon Financial Strategies CORP 6.28% Reduce -1.1% 34,934 $9.2M
J.W. Cole Advisors, Inc. 0.39% Reduce -0.8% 34,810 $9.2M
Prospera Financial Services Inc 0.23% Reduce -1.8% 34,642 $9.1M
TD Capital Management LLC 0.91% Reduce -0.1% 34,603 $9.1M
First National Bank Sioux Falls 4.13% Add +18.0% 34,412 $9.1M
Texas Yale Capital Corp. 0.39% Add +0.9% 34,114 $9.0M
Cozad Asset Management Inc. 0.86% Add +4.8% 34,076 $9.0M
Texas Capital Bank Wealth Management Services Inc 0.88% Add +16.9% 33,878 $8.9M
Sage Financial Group Inc. 0.73% Add +0.3% 33,834 $8.9M
Daymark Wealth Partners, LLC 0.38% Add +2.4% 33,829 $8.9M
Kestra Private Wealth Services, LLC 0.16% Add +19.6% 33,824 $8.9M
Manning & Napier Advisors LLC 0.10% Add +1.7% 33,745 $8.9M
Almanack Investment Partners, LLC. 1.39% Add +5.0% 33,638 $8.9M
Wheelhouse Advisory Group LLC 5.69% Add +5.1% 33,501 $8.8M
F/m Investments LLC 0.28% Add +3.0% 33,544 $8.8M
Prime Capital Investment Advisors, LLC 0.13% Reduce -4.4% 33,332 $8.8M
Valmark Advisers, Inc. 0.14% Add +0.8% 33,158 $8.7M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.86% Reduce -1.1% 33,076 $8.7M
Zuckerman Investment Group, LLC 0.90% Add +2.3% 33,048 $8.7M
Prosperitas Financial LLC 4.64% Add +5.6% 32,679 $8.6M
First Bancorp, Inc 5.98% Reduce -0.7% 32,606 $8.6M
Citigroup Inc. 0.01% Add +69.3% 32,591 $8.6M
Bradley Foster & Sargent Inc. 0.14% Reduce -1.1% 32,208 $8.5M
Elevation Wealth Partners, LLC 3.65% Add +2.7% 32,201 $8.5M
Cornerstone Advisory, LLC 1.12% Add +11.4% 32,196 $8.5M
Sand Hill Global Advisors, LLC 0.36% Reduce -0.0% 32,121 $8.5M
Verus Financial Partners, Inc. 0.93% Reduce -0.7% 32,217 $8.5M
Evermay Wealth Management LLC 1.36% Reduce -0.4% 32,025 $8.4M
Acropolis Investment Management, LLC 0.50% Reduce -8.5% 31,938 $8.4M
O'Connor Financial Group LLC 4.43% Add +3.9% 31,932 $8.4M
NorthCoast Asset Management LLC 0.06% Add +36.6% 37,698 $8.4M
Meridian Wealth Advisors, LLC 1.41% Add +13.8% 31,862 $8.4M
Goldstone Financial Group, LLC 1.46% Add +13.6% 31,778 $8.4M
AE Wealth Management LLC 0.08% Reduce -6.6% 31,612 $8.3M
Kingsview Wealth Management, LLC 0.17% Add +2.2% 31,428 $8.3M
Principle Wealth Partners LLC 0.59% Add +1.8% 31,388 $8.3M
Fortitude Family Office, LLC 3.27% Add +7.0% 31,271 $8.3M
Qube Research & Technologies Ltd 0.02% Add +106.4% 31,185 $8.2M
Addis & Hill, Inc 6.30% Reduce -0.2% 31,157 $8.2M
Capital Investment Advisory Services, LLC 0.78% Reduce -0.7% 31,095 $8.2M
Diversify Wealth Management, LLC 0.79% Add +6.1% 30,720 $8.2M
RKL Wealth Management LLC 0.74% Reduce -5.4% 30,866 $8.1M
Family Investment Center, Inc. 2.04% Reduce -2.7% 30,759 $8.1M
Financial Management Professionals, Inc. 1.00% Reduce -0.2% 30,540 $8.1M
CoreCap Advisors, LLC 0.38% New 30,478 $8.0M
Waller Financial Planning Group, Inc. 1.99% Reduce -1.3% 30,425 $8.0M
Retirement Planning Group, LLC 0.44% Add +135.0% 30,337 $8.0M
Keybank National Association 0.03% Reduce -10.1% 30,207 $8.0M
FLC Capital Advisors 1.83% Add +1.2% 30,010 $7.9M
Kathleen S. Wright Associates Inc. 3.25% Add +8.7% 29,823 $7.9M
Optas, LLC 1.80% Add +2.2% 29,702 $7.8M
1900 Wealth Management LLC 0.67% Add +0.6% 29,631 $7.8M
Dakota Wealth Management 0.18% Reduce -2.0% 29,588 $7.8M
Nikulski Financial, Inc. 2.33% Add +0.2% 29,540 $7.8M
Warner Financial, Inc. 3.45% Add +3.8% 29,466 $7.8M
Caldwell Trust Co 0.82% Reduce -4.1% 29,445 $7.8M
Visionary Wealth Advisors 0.47% Reduce -0.5% 29,400 $7.8M
M&T Bank Corp 0.03% Add +2.0% 29,348 $7.7M
Headinvest, LLC 1.42% Reduce -1.7% 29,049 $7.7M
Buck Wealth Strategies, LLC 2.41% Reduce -4.3% 29,001 $7.7M
Gill Capital Partners, LLC 2.74% Add +5.1% 28,967 $7.6M
Howe & Rusling Inc. 0.66% Add +11.7% 28,961 $7.6M
Crestwood Advisors Group, LLC 0.15% Reduce -2.3% 28,911 $7.6M
EP Wealth Advisors, LLC 0.07% Add +10.3% 28,790 $7.6M
Principal Financial Group Inc. 0.00% Reduce -51.4% 28,537 $7.5M
Chesley Taft & Associates LLC 0.35% Add +1.1% 28,206 $7.4M
Wescott Financial Advisory Group, LLC 0.80% Reduce -5.6% 28,155 $7.4M
Quest Investment Management LLC 0.87% Reduce -1.1% 28,147 $7.4M
TruWealth Advisors, LLC 0.45% Reduce -0.0% 28,120 $7.4M
Beirne Wealth Consulting Services, LLC 2.59% Add +26.9% 28,002 $7.4M
MorganRosel Wealth Management, LLC 2.41% Add +0.5% 27,700 $7.3M
Cary Street Partners Investment Advisory LLC 0.27% Add +5.7% 27,490 $7.3M
XML Financial, LLC 0.67% Add +2.9% 27,436 $7.2M
Elwood & Goetz Wealth Advisory Group, LLC 1.79% Add +2.0% 27,412 $7.2M
JNBA Financial Advisors 0.73% Reduce -8.8% 27,410 $7.2M
Prudential Financial Inc. 0.01% Add +51.8% 27,086 $7.1M
Blackston Financial Advisory Group, LLC 3.68% New 27,006 $7.1M
Integrated Advisors Network LLC 0.34% Reduce -0.0% 26,965 $7.1M
Cedrus LLC 2.63% Add +45.8% 26,937 $7.1M
WMS Partners, LLC 0.40% Add +4.0% 26,871 $7.1M
Aveo Capital Partners, LLC 0.75% Reduce -0.8% 26,586 $7.0M
Moneco Advisors, LLC 0.87% Add +0.9% 26,472 $7.0M
Tsfg, LLC 1.52% Add +1.7% 26,387 $7.0M
Beam Wealth Advisors, Inc. 2.10% Add +20.1% 26,318 $6.9M
Benchmark Financial Wealth Advisors, LLC 2.31% Reduce -1.1% 26,269 $6.9M
Creekside Partners 3.58% Add +0.5% 26,265 $6.9M
Sowell Financial Services LLC 0.32% Reduce -8.9% 26,003 $6.9M
United Bank 0.79% Add +1.6% 25,831 $6.8M
Sawgrass Asset Management LLC 0.71% Reduce -8.3% 25,808 $6.8M
Harbor Advisory Corp. 2.21% Add +1.1% 25,650 $6.8M
Bristlecone Advisors, LLC 0.54% Add +5.0% 25,637 $6.8M
Nwam LLC 0.41% New 25,607 $6.8M
Bull Oak Capital, LLC 3.87% Add +2.9% 25,545 $6.7M
KFA Private Wealth Group, LLC 3.21% Reduce -35.0% 25,492 $6.7M
Cahill Financial Advisors Inc. 0.92% Add +0.9% 25,401 $6.7M
Park Avenue Securities LLC 0.08% Add +29.5% 25,393 $6.7M
CPA Asset Management Group, LLC 3.23% Add +27.6% 25,372 $6.7M
Northcape Wealth Management, LLC 2.19% Add +0.2% 25,354 $6.7M
Farrell Financial LLC 4.70% Reduce -0.1% 24,047 $6.7M
Grove Bank & Trust 0.98% Reduce -7.9% 25,176 $6.6M
Amara Financial, Llc. 6.35% — 25,152 $6.6M
Shufro Rose & Co. LLC 0.54% No change 27,362 $6.6M
WASHINGTON TRUST Co 0.23% Reduce -0.2% 24,886 $6.6M
Forum Private Client Group LLC 2.91% Add +4.4% 24,853 $6.6M
Parsons Capital Management Inc. 0.41% Add +5.1% 24,804 $6.5M
Mgo One Seven LLC 0.28% Reduce -8.1% 24,790 $6.5M
Steph & Co. 2.07% Reduce -3.1% 24,686 $6.5M
Fonville Wealth Management LLC 2.25% Add +3.3% 24,667 $6.5M
Walkner Condon Financial Advisors LLC 1.32% Add +3.9% 24,514 $6.5M
Horizon Family Wealth, Inc. 4.58% Add +2.5% 24,350 $6.4M
Cascade Financial Partners, LLC 0.81% Reduce -1.4% 24,076 $6.4M
Cypress Wealth Services, LLC 1.32% Reduce -2.2% 24,259 $6.4M
Essex Financial Services, Inc. 0.46% Reduce -4.0% 23,898 $6.4M
Randall & Associates Wealth Management 5.19% Add +4.3% 24,001 $6.3M
First Merchants Corp. 0.24% Add +0.4% 23,985 $6.3M
Johnson Investment Counsel Inc. 0.06% Add +0.6% 23,888 $6.3M
Advisory Services Network, LLC 0.13% No change 25,963 $6.3M
Culbertson A N & Co. Inc. 1.01% Add +3.1% 23,820 $6.3M
Ausdal Financial Partners, Inc. 0.65% Reduce -7.0% 23,790 $6.3M
Townsquare Capital LLC 0.07% Add +48.2% 23,561 $6.2M
Lokken Investment Group LLC 2.59% Add +3.9% 23,502 $6.2M
PAX Financial Group, LLC 1.11% Reduce -2.8% 23,406 $6.2M
Fischer Investment Strategies, LLC 5.30% Reduce -49.9% 23,352 $6.2M
Financial Engines Advisors L.L.C. 0.01% Reduce -7.3% 23,178 $6.1M
Sigma Planning Corp 0.19% Reduce -4.1% 23,175 $6.1M
CAP Partners, LLC 4.53% Add +5.1% 22,962 $6.1M
Gladstone Institutional Advisory LLC 0.29% Reduce -0.3% 22,832 $6.0M
First PREMIER Bank 1.50% Reduce -3.2% 22,768 $6.0M
Federation des caisses Desjardins du Quebec 0.03% Add +25.4% 22,766 $6.0M
United Capital Financial Advisors, LLC 0.05% Add +0.1% 22,644 $6.0M
MBL Wealth, LLC 0.64% Reduce -0.9% 22,603 $6.0M
One Capital Management, LLC 0.19% Add +0.4% 22,544 $5.9M
Capital Insight Partners, LLC 1.03% Reduce -1.6% 22,310 $5.9M
Bridgewealth Advisory Group, LLC 2.13% Add +9.7% 22,227 $5.9M
Latko Wealth Management, Ltd. 3.54% — 22,115 $5.8M
Harbour Investments, Inc. 0.18% Add +23.2% 22,069 $5.8M
Mystic Asset Management, Inc. 2.18% Reduce -5.0% 21,844 $5.8M
Regal Investment Advisors LLC 0.40% Add +7.3% 21,703 $5.7M
Farther Finance Advisors, LLC 0.21% Add +42.4% 21,639 $5.7M
Capital Advantage, Inc. 1.08% Add +17.3% 21,455 $5.7M
Benchmark Wealth Management, LLC 2.79% Add +9.3% 21,416 $5.7M
Continuum Advisory, LLC 0.72% Reduce -0.1% 20,606 $5.6M
DAVENPORT & Co LLC 0.03% Add +2.2% 21,345 $5.6M
RFG Advisory, LLC 0.17% Add +21.7% 20,911 $5.5M
Robinswood Financial LLC 2.05% Reduce -1.1% 20,860 $5.5M
Bartlett & Co. Wealth Management LLC 0.08% Reduce -2.5% 20,745 $5.5M
Algorithmic Investment Models, LLC 4.01% No change 20,727 $5.5M
Mutual Advisors, LLC 0.16% Reduce -3.2% 20,517 $5.5M
Advisors Capital Management, LLC 0.09% Add +0.1% 20,620 $5.4M
Refined Wealth Management 4.19% Add +3.3% 20,612 $5.4M
Acorn Financial Advisory Services Inc. 0.96% Reduce -0.5% 20,513 $5.4M
Spinnaker Trust 0.33% Reduce -0.1% 20,461 $5.4M
Centurion Wealth Management LLC 1.72% — 20,454 $5.4M
Grant Street Asset Management, Inc. 1.57% Add +3.5% 20,255 $5.3M
Merriman Wealth Management, LLC 0.22% New 20,189 $5.3M
Councilor Wealth, LLC 2.60% Add +8.8% 20,143 $5.3M
Destiny Wealth Partners, LLC 0.93% Add +1.5% 20,078 $5.3M
Kendall Capital Management 1.63% Add +0.8% 20,042 $5.3M
Clayton Financial Group LLC 1.98% Add +18.5% 20,019 $5.3M
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 5.27% Add +8.3% 20,018 $5.3M
Calamos Wealth Management LLC 0.28% Add +2.8% 19,978 $5.3M
Perigon Wealth Management, LLC 0.14% Reduce -30.1% 19,768 $5.2M
Stratos Investment Management, LLC 0.36% Reduce -0.3% 19,712 $5.2M
Roger Wittlin Investment Advisory, LLC 2.98% Reduce -0.3% 19,667 $5.2M
Retirement Income Solutions, Inc. 1.18% Reduce -2.9% 19,575 $5.2M
Scotia Capital Inc. 0.03% Add +11.8% 19,475 $5.1M
Strategic Investment Advisors / MI 0.56% Add +6.8% 19,454 $5.1M
StoneX Group Inc. 0.37% Reduce -0.0% 19,411 $5.1M
Arkadios Wealth Advisors 0.29% Add +117.7% 19,205 $5.1M
Gilman Hill Asset Management, LLC 0.85% Add +0.1% 19,172 $5.1M
FinDec Wealth Services, Inc. 2.93% Add +1.4% 19,131 $5.0M
VestGen Investment Management 1.41% Reduce -1.3% 19,087 $5.0M
Compound Planning, Inc. 0.31% Add +101.4% 19,085 $5.0M
Lindbrook Capital, LLC 0.45% Reduce -5.5% 19,075 $5.0M
BBR Partners, LLC 0.38% Reduce -0.0% 18,936 $5.0M
Family Legacy, Inc. 1.64% Reduce -1.6% 18,658 $4.9M
Marquette Associates, Inc. 3.53% Add +0.0% 18,566 $4.9M
Gleason Group, Inc. 0.89% Add +6.2% 18,423 $4.9M
Glass Jacobson Investment Advisors llc 1.61% Reduce -9.1% 18,394 $4.9M
Alpine Bank Wealth Management 0.77% — 18,359 $4.8M
BKM Wealth Management, LLC 1.97% Reduce -1.5% 18,352 $4.8M
S.A. Mason LLC 2.56% Add +0.6% 18,331 $4.8M
Spectrum Investment Advisors, Inc. 3.29% Add +2.1% 18,190 $4.8M
Financial Planning & Information Services, Inc. 0.66% Add +5.0% 18,179 $4.8M
Patriot Financial Group Insurance Agency, LLC 0.64% Add +1.9% 17,998 $4.7M
Sage Mountain Advisors LLC 0.40% Reduce -9.1% 17,951 $4.7M
SouthState Bank Corp 0.33% Reduce -0.1% 17,901 $4.7M
Meridian Financial Advisors, LLC 3.15% Reduce -0.0% 17,886 $4.7M
Smith, Moore & Co. 0.45% Reduce -1.2% 17,810 $4.7M
Jane Street Group, LLC 0.01% New 17,735 $4.7M
IHT Wealth Management, LLC 0.13% Add +34.3% 17,727 $4.7M
Keystone Financial Group 0.60% New 17,614 $4.6M
Legacy Edge Advisors, LLC 0.74% Add +4.5% 17,612 $4.6M
Shorepoint Capital Partners LLC 1.06% Reduce -0.6% 17,595 $4.6M
Orin Green Financial, LLC 1.99% Add +0.1% 17,489 $4.6M
Fort Point Capital Partners LLC 0.57% Add +5.0% 17,346 $4.6M
Marathon Strategic Advisors, LLC 4.82% Reduce -0.2% 17,302 $4.6M
TrinityPoint Wealth, LLC 0.66% Add +0.7% 17,287 $4.6M
Motley Fool Wealth Management, LLC 0.23% Reduce -3.6% 17,248 $4.6M
Accelerate Investment Advisors LLC 4.42% — 17,171 $4.5M
Drucker Wealth 3.0, LLC 1.09% Add +39.6% 17,164 $4.5M
Pacific Center for Financial Services 1.19% Reduce -0.8% 17,155 $4.5M
Mather Group, Llc. 0.06% Reduce -13.7% 17,147 $4.5M
D. E. Shaw & Co. 0.01% Add +10.7% 17,023 $4.5M
Narus Financial Partners, LLC 1.60% Add +11.3% 16,958 $4.5M
Fort Washington Investment Advisors Inc. 0.03% Reduce -1.5% 16,722 $4.4M
King Wealth Management Group 0.69% Reduce -11.4% 16,709 $4.4M
Composition Wealth, LLC 0.10% Add +9.1% 16,604 $4.4M
Berkeley Capital Partners, LLC 1.25% Add +1.2% 16,601 $4.4M
Modern Wealth Management, LLC 0.27% Add +138.3% 16,565 $4.4M
Marcum Wealth, LLC 0.41% Add +1.5% 16,555 $4.4M
Fortis Group Advisors, LLC 0.80% Add +1015.0% 16,458 $4.3M
Legacy Financial Group LLC 0.83% Add +3.4% 16,441 $4.3M
White Lighthouse Investment Management Inc. 0.78% Add +2.6% 16,397 $4.3M
Philadelphia Trust Co. 0.31% No change 16,355 $4.3M
RW Investment Management LLC 0.53% Add +20.5% 16,232 $4.3M
First United Bank & Trust 1.54% Add +12.6% 16,230 $4.3M
Argent Trust Co 0.18% Reduce -0.3% 16,217 $4.3M
Armbruster Capital Management, Inc. 0.85% Add +1.2% 16,122 $4.3M
Atria Investments, Inc 0.05% Add +0.7% 15,921 $4.2M
Uptick Partners, LLC 1.77% Add +120.2% 15,850 $4.2M
City Holding Co. 0.58% Add +10.5% 15,814 $4.2M
Mokosak Advisory Group, LLC 1.24% Reduce -2.8% 15,720 $4.1M
Salomon & Ludwin, LLC 0.42% Reduce -6.0% 15,721 $4.1M
Evercore Wealth Management, LLC 0.06% Reduce -5.3% 15,711 $4.1M
WP Advisors, LLC 1.51% Reduce -11.8% 15,681 $4.1M
MY Wealth Management Inc. 4.18% Add +1.9% 15,603 $4.1M
Ellenbecker Investment Group 0.78% Reduce -2.0% 15,554 $4.1M
Rockingstone Advisors LLC 2.01% Add +1.9% 15,545 $4.1M
Foster Victor Wealth Advisors, LLC 0.33% Reduce -11.6% 15,476 $4.1M
Focus Partners Advisor Solutions, LLC 0.09% Reduce -30.8% 15,451 $4.1M
Hilltop Wealth Advisors, LLC 1.90% Reduce -1.4% 15,418 $4.1M
Wilson & Boucher Capital Management, LLC 2.80% Add +4.8% 15,416 $4.1M
BCGM Wealth Management, LLC 1.32% Reduce -1.7% 15,402 $4.1M
Guardian Wealth Advisors, LLC / NC 0.44% Add +3.6% 15,362 $4.1M
REDW Wealth LLC 1.03% Reduce -6.9% 15,204 $4.0M
Gainplan LLC 1.89% Add +1.2% 16,483 $4.0M
Verus Capital Partners, LLC 0.39% Reduce -0.1% 15,063 $4.0M
John W. Brooker & Co., CPAs 1.81% Reduce -4.5% 14,982 $4.0M
Moisand Fitzgerald Tamayo, LLC 0.54% Reduce -1.4% 14,937 $3.9M
Sagace Wealth Management LLC 3.03% Add +24.6% 14,571 $3.9M
Alesco Advisors, LLC, An ESL Co 0.12% Reduce -0.3% 14,840 $3.9M
Gradient Capital Advisors, LLC 1.29% Reduce -0.1% 14,813 $3.9M
Rwa Wealth Partners, LLC 0.05% Add +16.3% 14,681 $3.9M
Mittelman Wealth Management 2.18% Add +64.2% 14,573 $3.8M
Hofer & Associates. Inc 2.65% Add +0.7% 14,540 $3.8M
Cascades Capital Asset Management, LLC 2.16% — 14,425 $3.8M
Segall Bryant & Hamill, LLC 0.05% New 14,305 $3.8M
Partners in Financial Planning 0.76% Reduce -1.9% 14,226 $3.8M
Legacy Advisors, LLC 0.41% Add +2.9% 14,214 $3.8M
Financial Advisory Partners, LLC 1.24% Add +2.6% 14,204 $3.7M
Fifth Third Securities, Inc. 0.35% Reduce -4.2% 14,177 $3.7M
Beacon Bridge Wealth Partners, LLC 1.61% Reduce -10.2% 14,168 $3.7M
Conservest Capital Advisors, Inc. 0.38% No change 14,952 $3.7M
Country Club Bank 0.25% Add +8.8% 14,191 $3.7M
Fogel Capital Management, Inc. 1.92% Reduce -11.4% 14,137 $3.7M
Cwm, LLC 0.02% Reduce -8.8% 14,128 $3.7M
Signature Estate & Investment Advisors LLC 0.09% Add +0.8% 13,968 $3.7M
AdvisorNet Financial, Inc 0.27% Add +20.0% 13,905 $3.7M
Vickerman Investment Advisors, Inc. 1.07% Add +1.7% 13,837 $3.7M
Peninsula Wealth, LLC 0.64% Reduce -2.9% 13,499 $3.6M
Adapt Wealth Advisors, LLC 1.95% Reduce -3.5% 13,784 $3.6M
Capital Management Associates, Inc 1.48% Add +47.0% 13,770 $3.6M
Baron Silver Stevens Financial Advisors, LLC 0.63% Add +3.8% 13,731 $3.6M
Allen Mooney & Barnes Investment Advisors LLC 0.62% Reduce -0.8% 13,715 $3.6M
KCM Investment Advisors LLC 0.12% No change 13,652 $3.6M
Greenwich Wealth Management LLC 0.24% Add +3.3% 13,648 $3.6M
WESCAP Management Group, Inc. 0.90% Reduce -0.4% 13,627 $3.6M
Stock Yards Bank & Trust Co. 0.12% Reduce -2.3% 13,601 $3.6M
Financial Insights, Inc. 1.17% Reduce -18.4% 13,585 $3.6M
Carmichael Hill & Associates, Inc. 1.32% Add +7.2% 13,544 $3.6M
Flagship Harbor Advisors, LLC 0.20% Add +0.1% 13,522 $3.6M
Snowden Capital Advisors LLC 0.11% Add +4.7% 13,481 $3.6M
Valeo Financial Advisors, LLC 0.10% Add +2.6% 13,479 $3.6M
Alera Investment Advisors, LLC 0.42% No change 13,477 $3.6M
Cornerstone Wealth Management, LLC 0.25% Add +0.4% 13,468 $3.6M
Kingswood Wealth Advisors, LLC 0.25% Add +126.6% 13,440 $3.5M
Vident Advisory, LLC 0.09% Reduce -0.2% 13,362 $3.5M
Omnia Family Wealth, LLC 1.50% No change 13,257 $3.5M
Level Four Advisory Services, LLC 0.15% Add +53.7% 13,226 $3.5M
Capital Advisors Wealth Management, LLC 0.64% Add +1.1% 13,128 $3.5M
Summit Financial Wealth Advisors, LLC 0.64% Add +0.0% 13,030 $3.4M
Newman Dignan & Sheerar, Inc. 0.82% Add +26.0% 12,856 $3.4M
Badgley Phelps Wealth Managers, LLC 0.08% Add +5.3% 12,811 $3.4M
First National Bank of Omaha 0.22% Add +0.3% 12,810 $3.4M
Alliance Wealth Advisors, LLC 1.95% Add +4.8% 12,806 $3.4M
GC Wealth Management RIA, LLC 0.59% Reduce -8.9% 12,801 $3.4M
IFP Advisors, Inc 0.12% Add +12.7% 12,636 $3.3M
Lion Street Advisors, LLC 1.15% Reduce -0.4% 12,560 $3.3M
Brio Consultants, LLC 0.53% Reduce -1.1% 12,548 $3.3M
Secure Asset Management, LLC 0.56% Reduce -2.0% 12,547 $3.3M
First American Bank 0.24% Reduce -0.1% 12,514 $3.3M
Wealthspan Partners, LLC 1.62% Reduce -1.1% 12,453 $3.3M
Wealth Alliance, LLC 0.39% Add +2.6% 12,445 $3.3M
O'shaughnessy Asset Management, LLC 0.03% Add +45.0% 12,121 $3.3M
Mayflower Financial Advisors, LLC 0.49% Reduce -0.6% 12,280 $3.2M
Royal Fund Management, LLC 0.23% Add +103.5% 12,164 $3.2M
Pinnacle Wealth Management Advisory Group, LLC 0.31% Add +2.3% 12,205 $3.2M
Carrera Capital Advisors 0.79% Add +5.2% 12,200 $3.2M
SOA Wealth Advisors, LLC. 0.61% Reduce -0.8% 12,196 $3.2M
Lane & Associates LLC 1.74% Reduce -19.2% 12,092 $3.2M
Silverleafe Capital Partners, LLC 1.13% Reduce -63.7% 12,066 $3.2M
Susquehanna International Group, LLP 0.01% Reduce -52.4% 11,998 $3.2M
Pinnacle Financial Group, LLC / IL 1.24% Add +8.4% 11,990 $3.2M
Bank of Marin 2.55% No change 11,975 $3.2M
Bar Harbor Wealth Management 0.20% Reduce -6.1% 11,928 $3.1M
Apollon Wealth Management, LLC 0.09% Add +6.5% 11,923 $3.1M
Verdence Capital Advisors LLC 0.25% Add +4.9% 11,919 $3.1M
St. Louis Trust Co 0.44% No change 11,919 $3.1M
Retirement Guys Formula LLC 1.45% Reduce -3.6% 11,825 $3.1M
AAF Wealth Management, LLC 1.57% Reduce -11.3% 11,822 $3.1M
Great Lakes Retirement, Inc. 0.40% Add +5.7% 11,744 $3.1M
Brown Miller Wealth Management, LLC 1.19% Add +0.5% 11,648 $3.1M
GEM Asset Management, LLC 1.76% No change 11,738 $3.1M
Magnus Financial Group LLC 0.31% Add +0.3% 11,640 $3.1M
MIdWestOne Financial Group, Inc. 0.42% Add +1.3% 11,606 $3.1M
My Personal CFO, LLC 1.67% Reduce -7.6% 11,575 $3.1M
First Financial Corp. 1.46% Add +13.4% 11,561 $3.1M
Topel & Distasi Wealth Management, LLC 1.26% Reduce -0.4% 11,544 $3.0M
Main Street Financial Solutions, LLC 0.28% Reduce -2.2% 11,487 $3.0M
Brighton Jones LLC 0.11% Reduce -52.9% 11,448 $3.0M
UMB Bank, n.a. 0.05% Reduce -1.4% 11,441 $3.0M
Wilmington Savings Fund Society, FSB 0.05% Add +435.1% 11,372 $3.0M
Koshinski Asset Management, Inc. 0.26% Add +2.2% 11,341 $3.0M
Sheets Smith Wealth Management 0.36% Reduce -15.9% 11,282 $3.0M
Objective Capital Management, LLC 1.73% — 11,172 $2.9M
NWF Advisory Services Inc. 0.43% Reduce -5.0% 11,156 $2.9M
Laird Norton Wetherby Wealth Management, LLC 0.13% Reduce -0.9% 11,109 $2.9M
Creative Financial Designs Inc. 0.25% Add +5.9% 11,065 $2.9M
Geneos Wealth Management Inc. 0.11% Add +318.9% 11,042 $2.9M
Bryn Mawr Trust Advisors, LLC 0.16% Reduce -0.3% 10,979 $2.9M
Revolve Wealth Partners, LLC 0.44% Reduce -5.1% 10,959 $2.9M
Fusion Family Wealth, LLC 0.27% Reduce -0.3% 10,941 $2.9M
Diversified Trust Co. 0.07% Reduce -3.0% 10,901 $2.9M
First Foundation Advisors 0.11% Add +2.3% 10,882 $2.9M
Financial Freedom, LLC 1.52% Add +0.4% 10,873 $2.9M
Modera Wealth Management, LLC 0.04% Reduce -2.0% 10,849 $2.9M
Sweet Financial Partners, LLC 0.62% Add +0.7% 10,806 $2.9M
GYL Financial Synergies, LLC 0.21% Add +0.3% 10,771 $2.8M
GoalFusion Wealth Management, LLC 1.57% Add +14.9% 10,754 $2.8M
American Money Management, LLC 0.57% Reduce -1.4% 10,734 $2.8M
Goelzer Investment Management, Inc. 0.16% Reduce -4.7% 10,732 $2.8M
Duncker Streett & Co. Inc. 0.52% Reduce -2.6% 10,709 $2.8M
Strengthening Families & Communities, LLC 0.72% Add +13.9% 10,709 $2.8M
Strategic Family Wealth Counselors, L.L.C. 0.99% Add +0.1% 10,704 $2.8M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.43% Add +0.1% 10,687 $2.8M
TPG Financial Advisors, LLC 1.27% Add +2.9% 10,683 $2.8M
Fiera Capital Corp 0.01% No change 10,623 $2.8M
Legacy PCG, LLC 1.99% Reduce -8.3% 10,617 $2.8M
Appleton Partners Inc. 0.20% Reduce -3.5% 10,539 $2.8M
Advocate Group LLC 0.50% Add +6.6% 10,536 $2.8M
Conning Inc. 0.10% No change 10,535 $2.8M
PFG Advisors 0.18% Reduce -1.4% 10,525 $2.8M
Valtinson Bruner Financial Planning LLC 0.97% Add +11.5% 10,515 $2.8M
Retirement Planning Co of New England, Inc. 1.38% Add +1.0% 10,507 $2.8M
Brookstone Capital Management 0.04% Reduce -2.5% 10,489 $2.8M
Wells Financial Advisors INC 3.72% Reduce -64.6% 10,447 $2.8M
Focus Financial Network, Inc. 0.11% Add +0.5% 10,376 $2.7M
Financial Advocates Investment Management 0.15% Add +6.4% 10,622 $2.7M
Colorado Capital Management, Inc. 1.35% Add +146.5% 10,367 $2.7M
Cyndeo Wealth Partners, LLC 0.19% Add +9.5% 10,322 $2.7M
Krilogy Financial LLC 0.19% New 10,275 $2.7M
Fiduciary Trust Co 0.04% Add +3.2% 10,160 $2.7M
Peak Asset Management, LLC 0.50% Reduce -4.1% 10,113 $2.7M
First National Trust Co 0.10% No change 10,039 $2.6M
Investment Partners, LTD. 1.10% Reduce -2.5% 10,034 $2.6M
PCA Investment Advisory Services Inc. 1.24% Add +2.2% 10,001 $2.6M
SWP Financial LLC 1.60% Reduce -0.9% 9,956 $2.6M
Moneywise, Inc. 1.29% Reduce -2.4% 9,939 $2.6M
Abbot Financial Management, Inc. 1.32% Reduce -0.3% 9,913 $2.6M
Wealthfront Advisers LLC 0.01% Add +13.4% 9,909 $2.6M
Meridian Wealth Management, LLC 0.13% New 9,898 $2.6M
City State Bank 0.95% Add +14.4% 9,871 $2.6M
Seamount Financial Group Inc. 1.96% Add +2.3% 9,865 $2.6M
Jackson Square Capital, LLC 0.64% New 9,850 $2.6M
Welch & Forbes LLC 0.03% Reduce -0.8% 9,812 $2.6M
Encompass Wealth Advisors, LLC 0.65% Add +3.0% 9,760 $2.6M
Sound View Wealth Advisors Group, LLC 0.21% Add +2.1% 9,760 $2.6M
Missouri Trust & Investment Co 0.90% Add +0.4% 9,742 $2.6M
Tidal Investments LLC 0.03% Add +164.2% 9,735 $2.6M
Linscomb Wealth, Inc. 0.13% Reduce -0.2% 9,733 $2.6M
Flagstar Securities, Inc. 0.65% Add +9.4% 9,724 $2.6M
New Perspectives, Inc 1.36% Reduce -0.4% 9,685 $2.6M
Soltis Investment Advisors LLC 0.25% Add +1.6% 9,660 $2.5M
AlTi Global, Inc. 0.06% Add +9.0% 9,611 $2.5M
Columbus Macro, LLC 0.92% No change 9,537 $2.5M
Fiduciary Family Office, LLC 0.83% No change 9,510 $2.5M
FreeGulliver LLC 1.49% Add +14.6% 9,493 $2.5M
Stonegate Investment Group, LLC 0.07% Add +68.1% 9,491 $2.5M
Aptus Capital Advisors, LLC 0.04% Add +0.3% 9,476 $2.5M
IFS Advisors, LLC 1.97% Add +2.9% 9,431 $2.5M
Kingfisher Capital LLC 0.57% Reduce -4.6% 9,431 $2.5M
Private Client Services, LLC 1.34% Add +9.3% 9,429 $2.5M
Howland Capital Management LLC 0.11% Add +585.5% 9,425 $2.5M
Cannon Wealth Management Services, LLC 2.26% — 9,378 $2.5M
Transcendent Capital Group LLC 1.27% Reduce -15.5% 9,360 $2.5M
9258 Wealth Management, LLC 0.36% Reduce -1.9% 9,351 $2.5M
Edge Capital Group, LLC 0.11% Add +14.0% 9,333 $2.5M
Debussy Capital Management LP 0.70% Reduce -3.1% 9,171 $2.4M
Ridgewood Investments LLC 1.21% Add +4.3% 9,158 $2.4M
Ieq Capital, LLC 0.03% Add +10.3% 9,141 $2.4M
High Net Worth Advisory Group LLC 0.67% Reduce -0.4% 9,137 $2.4M
BCM Advisors, LLC 0.55% Add +8.3% 9,149 $2.4M
Farmers & Merchants Investments Inc. 0.07% Add +0.5% 9,089 $2.4M
Arvest Bank Trust Division 0.14% — 9,084 $2.4M
CM Wealth Advisors LLC 0.78% No change 9,076 $2.4M
Oxford Financial Group, LTD. LLC 0.15% Reduce -1.0% 9,076 $2.4M
Pine Valley Investments Ltd Liability Co 0.16% Reduce -0.8% 9,029 $2.4M
ERn Financial, LLC 0.36% Reduce -3.7% 9,020 $2.4M
IFG Advisors, LLC 0.51% Add +7.6% 9,015 $2.4M
Frank, Rimerman Advisors LLC 0.17% Add +0.5% 9,014 $2.4M
Dogwood Wealth Management LLC 1.36% No change 8,950 $2.4M
Robertson Stephens Wealth Management, LLC 0.09% Add +50.2% 8,924 $2.4M
Thoroughbred Financial Services, LLC 0.15% Reduce -7.4% 8,912 $2.4M
Hall Kathryn A. 0.49% No change 8,905 $2.3M
Index Fund Advisors, Inc. 0.12% Add +0.6% 8,887 $2.3M
FDx Advisors, Inc. 0.64% Reduce -14.4% 8,873 $2.3M
Eclectic Associates Inc. 0.92% Reduce -5.4% 8,867 $2.3M
Fingerlakes Wealth Management, Inc. 1.94% Add +0.3% 8,859 $2.3M
Intellectus Partners, LLC 0.60% Add +1.8% 8,858 $2.3M
Wedbush Securities Inc. 0.09% Reduce -55.8% 8,854 $2.3M
West Financial Advisors, LLC 0.44% Add +12.0% 8,739 $2.3M
Evoke Wealth, LLC 0.06% New 8,738 $2.3M
Independent Financial Group, LLC 0.08% Reduce -0.9% 8,726 $2.3M
Beckerman Institutional, LLC 1.94% — 8,724 $2.3M
Trinity Financial Advisors LLC 1.03% Add +238.1% 11,792 $2.3M
Maltin Wealth Management, Inc. 1.12% Add +7.9% 8,703 $2.3M
Vanguard Personalized Indexing Management, LLC 0.04% No change 8,703 $2.3M
Defined Wealth Management, LLC 1.48% Add +0.4% 8,653 $2.3M
Sensible Financial Planning & Management, LLC. 0.45% New 8,630 $2.3M
New Century Financial Group, LLC 0.83% Add +53.1% 8,609 $2.3M
BlackRock, Inc. 0.00% — 8,544 $2.3M
Dana Investment Advisors, Inc. 0.07% Reduce -0.8% 8,513 $2.2M
Boyd Wealth Management, LLC 1.14% No change 8,508 $2.2M
Mosaic Family Wealth Partners, LLC 0.33% Add +1.0% 8,489 $2.2M
Graves Light Lenhart Wealth, Inc. 0.27% No change 8,473 $2.2M
Certified Advisory Corp 0.25% Add +3.5% 8,459 $2.2M
Flputnam Investment Management Co. 0.04% Add +0.9% 8,345 $2.2M
Heritage Wealth Advisors 0.10% Add +12.0% 8,328 $2.2M
Arete Wealth Advisors, LLC 0.19% Add +61.2% 8,358 $2.2M
Brown Brothers Harriman & Co. 0.01% Add +388.5% 8,280 $2.2M
RE Dickinson Investment Advisors, LLC 1.22% Add +3.4% 8,232 $2.2M
Callan Capital, LLC 0.15% Add +6.3% 8,229 $2.2M
Essex Bank 0.54% Reduce -0.3% 8,210 $2.2M
Patten Group, Inc. 0.48% Reduce -2.0% 8,195 $2.2M
Columbia Asset Management 0.38% Add +0.9% 8,166 $2.2M
Twin Focus Capital Partners, LLC 0.34% Add +0.6% 8,154 $2.2M
DeDora Capital, Inc. 0.60% Reduce -0.3% 8,145 $2.1M
Haverford Trust Co 0.02% Reduce -1.6% 8,136 $2.1M
Mason & Associates Inc 0.53% Reduce -13.2% 8,112 $2.1M
Argonautica Private Wealth Management, Inc. 0.71% Add +2.6% 8,090 $2.1M
Hilltop Holdings Inc. 0.14% Reduce -0.2% 8,085 $2.1M
Modus Advisors, LLC 0.70% Reduce -14.4% 8,065 $2.1M
Interactive Financial Advisors, Inc. 1.09% Add +5.0% 8,034 $2.1M
Shepherd Kaplan Krochuk, LLC 1.58% Add +0.8% 7,925 $2.1M
Intergy Private Wealth, LLC 0.79% Add +3.0% 7,902 $2.1M
Western Wealth Management, LLC 0.12% Add +20.8% 7,856 $2.1M
Sentinel Pension Advisors, LLC 0.40% Reduce -3.6% 7,842 $2.1M
Pitcairn Co. 0.12% No change 7,825 $2.1M
Wealth Dimensions Group, Ltd. 0.52% Reduce -0.5% 7,811 $2.1M
Stevens Capital Partners 0.98% Reduce -0.7% 7,770 $2.0M
Transcend Capital Advisors, LLC 0.14% Reduce -0.8% 7,725 $2.0M
Boston Trust Walden Corp 0.01% No change 7,705 $2.0M
Anchor Investment Management, LLC 0.19% Reduce -3.6% 7,700 $2.0M
Petix & Botte Co 0.54% Reduce -0.6% 7,699 $2.0M
New Covenant Trust Company, N.A. 1.94% Add +213.2% 7,621 $2.0M
Highland Capital Management, LLC 0.11% Add +9.1% 7,598 $2.0M
Aureus Asset Management, LLC 0.13% Reduce -5.8% 7,565 $2.0M
Allegiance Financial Group Advisory Services LLC 0.69% Reduce -0.4% 7,551 $2.0M
N.E.W. Advisory Services LLC 0.20% Add +3.4% 7,545 $2.0M
Watershed Private Wealth LLC 0.79% Reduce -3.7% 7,525 $2.0M
SeaCrest Wealth Management, LLC 0.21% Add +2.0% 7,498 $2.0M
Caitlin John, LLC 1.26% Add +11.2% 7,112 $2.0M
Gibson Capital, LLC 0.40% Reduce -5.2% 7,438 $2.0M
Lodestar Private Asset Management LLC 0.25% Add +2.5% 7,418 $2.0M
Chatham Capital Group, Inc. 0.32% Add +8.1% 7,380 $1.9M
Charles Schwab Trust Co 0.17% No change 7,362 $1.9M
Bragg Financial Advisors, Inc 0.08% Reduce -0.4% 7,356 $1.9M
JFS Wealth Advisors, LLC 0.13% Add +387.0% 7,285 $1.9M
Cypress Capital Group 0.22% Add +12.4% 7,267 $1.9M
Evernest Financial Advisors, LLC 0.52% Add +88.6% 7,247 $1.9M
Planning Directions Inc. 1.14% Add +1.5% 7,247 $1.9M
Leelyn Smith, LLC 0.34% No change 7,243 $1.9M
Greenline Partners, LLC 0.27% Add +0.8% 7,224 $1.9M
CHB Investment Group, LLC 1.01% — 7,207 $1.9M
Trust Co. of Vermont 0.10% Add +16.5% 7,205 $1.9M
Journey Advisory Group, LLC 0.23% No change 7,823 $1.9M
Bangor Savings Bank 0.18% Reduce -4.4% 7,167 $1.9M
Covington Investment Advisors Inc. 0.28% Reduce -0.9% 7,157 $1.9M
Adero Partners, LLC 0.12% Reduce -10.5% 7,133 $1.9M
Northern Capital Management, Inc. 1.19% Add +6.9% 7,120 $1.9M
Yarger Wealth Strategies, LLC 1.04% Add +1.3% 7,099 $1.9M
Stablepoint Partners, LLC 0.34% Add +1.0% 7,074 $1.9M
Beaumont Financial Advisors, LLC 0.14% Add +14.4% 7,029 $1.9M
Harbor Group, Inc. 0.43% Reduce -5.8% 7,018 $1.9M
Sequoia Financial Advisors, LLC 0.02% Reduce -2.1% 6,989 $1.8M
Monograph Wealth Advisors, LLC 0.24% Add +0.2% 6,988 $1.8M
Ironwood Financial, llc 0.39% Reduce -0.5% 6,982 $1.8M
VeraBank, N.A. 0.54% Reduce -3.9% 6,934 $1.8M
West Bancorporation Inc. 1.22% No change 6,914 $1.8M
Orion Porfolio Solutions, LLC 0.02% Add +19.6% 6,914 $1.8M
Orion Portfolio Solutions, LLC 0.02% Add +19.6% 6,914 $1.8M
Next Level Private LLC 0.74% Add +0.5% 6,872 $1.8M
Quantinno Capital Management LP 0.02% Add +246.3% 6,826 $1.8M
RFG Holdings, Inc. 0.63% Reduce -1.0% 6,809 $1.8M
Affiance Financial, LLC 0.44% Add +0.4% 6,798 $1.8M
Kohmann Bosshard Financial Services, LLC 0.22% Reduce -5.6% 6,776 $1.8M
Hurlow Wealth Management Group, Inc. 0.55% Add +0.7% 6,698 $1.8M
Sachetta, LLC 0.69% Add +2.5% 6,632 $1.7M
Lincoln Capital Corp. 0.71% Reduce -6.1% 6,582 $1.7M
Viawealth, LLC 1.01% Reduce -0.6% 6,580 $1.7M
Gilbert & Cook, Inc. 0.24% Reduce -12.2% 6,569 $1.7M
Afg Fiduciary Services Limited Partnership 1.17% Reduce -0.9% 6,484 $1.7M
Elevated Capital Advisors, LLC 0.46% Reduce -5.2% 6,531 $1.7M
Lanark Financial, Inc. 0.14% Add +0.5% 6,493 $1.7M
National Bank of Canada 0.00% Add +12.9% 6,487 $1.7M
Sandy Spring Bank 0.07% Reduce -0.3% 6,479 $1.7M
RMR Capital Management, LLC 1.45% Add +0.1% 6,467 $1.7M
Montis Financial, LLC 0.60% Add +4.5% 6,419 $1.7M
Security Financial Services, INC. 0.34% Reduce -1.4% 6,410 $1.7M
Boston Family Office LLC 0.11% Reduce -7.8% 6,405 $1.7M
Kelleher Financial Advisors 0.64% Add +8.7% 6,399 $1.7M
Atlas Capital Advisors Inc. 0.26% Reduce -3.3% 6,374 $1.7M
Dorsey & Whitney Trust CO LLC 0.09% Add +1.1% 6,371 $1.7M
Compass Ion Advisors, LLC 0.21% Add +2.6% 6,356 $1.7M
Evergreen Capital Management LLC 0.06% Add +32.6% 6,347 $1.7M
Simplicity Wealth,LLC 0.15% Reduce -98.3% 6,299 $1.7M
Capital Advisory Group Advisory Services, LLC 0.66% Add +2.9% 6,275 $1.7M
Asset Dedication, LLC 0.11% Add +55.7% 6,275 $1.7M
FF Advisors,LLC 1.08% Add +41.8% 6,155 $1.7M
NBT Bank, N.A. 0.11% Reduce -1.8% 6,248 $1.6M
PFG Investments, LLC 0.11% Add +23.6% 6,240 $1.6M
Great Lakes Advisors, LLC 0.01% Reduce -0.1% 6,237 $1.6M
Midland Wealth Advisors, LLC 0.10% No change 6,231 $1.6M
Atlanta Consulting Group Advisors, LLC 0.41% Reduce -33.9% 6,209 $1.6M
LongView Wealth Management 0.52% Add +8.6% 6,197 $1.6M
Segment Wealth Management, LLC 0.11% Add +0.0% 6,177 $1.6M
Private Portfolio Partners LLC 0.30% New 6,095 $1.6M
Camelot Portfolios, LLC 1.57% Reduce -18.6% 6,060 $1.6M
Adirondack Trust Co. 0.61% Add +0.6% 6,038 $1.6M
McKinley Carter Wealth Services, Inc. 0.10% Reduce -9.4% 6,034 $1.6M
Laraway Financial Advisors Inc 1.27% Reduce -6.0% 6,024 $1.6M
Choate Investment Advisors 0.04% Reduce -14.3% 6,000 $1.6M
BOS Asset Management, LLC 0.59% Add +0.5% 5,989 $1.6M
Asset Allocation & Management Company, LLC 0.99% Reduce -20.4% 5,961 $1.6M
Fortis Capital Management LLC 0.32% Add +3.9% 5,958 $1.6M
Droms Strauss Advisors Inc. /Mo/ 0.56% Add +0.1% 5,957 $1.6M
Private Trust Co. NA 0.16% Reduce -2.1% 5,941 $1.6M
Sax Wealth Advisors, LLC 0.14% Reduce -1.2% 5,923 $1.6M
CW Advisors, LLC 0.02% Add +361.3% 5,905 $1.6M
Truepoint, Inc. 0.04% Add +2.7% 5,899 $1.6M
Titleist Asset Management, LLC 0.23% Add +16.6% 5,896 $1.6M
Perennial Investment Advisors, LLC 0.20% Add +6.4% 5,893 $1.6M
Addison Advisors LLC 0.43% Reduce -5.1% 5,876 $1.6M
Summit Financial Strategies, Inc. 0.17% Add +3.4% 5,869 $1.5M
Romano Brothers and Company 0.19% Reduce -2.3% 5,864 $1.5M
Vista Investment Management 0.58% Reduce -0.4% 5,849 $1.5M
PGIM Custom Harvest LLC 0.03% Add +1.0% 5,807 $1.5M
Checchi Capital Advisers, LLC 0.11% Reduce -3.1% 5,802 $1.5M
Aspen Investment Management Inc 0.71% Reduce -3.2% 5,801 $1.5M
Capital Analysts, LLC 0.06% Add +35.9% 5,793 $1.5M
Rehmann Capital Advisory Group 0.10% Add +1.0% 5,767 $1.5M
Atlantic Union Bankshares Corp 0.09% Add +18.9% 5,767 $1.5M
Etesian Wealth Advisors, Inc. 0.69% Add +79.3% 5,759 $1.5M
waypoint wealth counsel 1.03% Add +0.2% 5,758 $1.5M
Rockwood Wealth Management, LLC 0.17% Reduce -2.1% 5,694 $1.5M
Belpointe Asset Management LLC 0.09% Reduce -16.6% 5,675 $1.5M
Ritholtz Wealth Management 0.04% Add +4.3% 5,645 $1.5M
B & T Capital Management DBA Alpha Capital Management 0.28% Reduce -0.3% 5,628 $1.5M
Cantor Fitzgerald Investment Advisors L.P. 0.10% Add +98.1% 5,571 $1.5M
Interchange Capital Partners, LLC 0.52% Reduce -1.8% 5,556 $1.5M
Chandler Asset Management, Inc. 0.28% No change 5,533 $1.5M
Marks Group Wealth Management, Inc 0.14% Add +0.6% 5,523 $1.5M
Beacon Financial Group 0.16% No change 5,517 $1.5M
Mayport, LLC 0.46% No change 5,470 $1.4M
Affinity Capital Advisors, LLC 0.28% Reduce -6.4% 5,456 $1.4M
KPP Advisory Services LLC 0.34% Reduce -1.4% 5,443 $1.4M
Plimoth Trust Co. LLC 0.36% Add +5.7% 5,435 $1.4M
Everhart Financial Group, Inc. 0.32% Add +3.9% 5,434 $1.4M
Mustard Seed Financial, LLC 1.19% Reduce -0.2% 5,423 $1.4M
Strata Wealth Advisors, LLC 0.46% Add +10.7% 5,398 $1.4M
Fermata Advisors, LLC 0.29% Add +70.2% 5,396 $1.4M
Landmark Wealth Management, LLC 0.62% New 5,380 $1.4M
Courier Capital LLC 0.10% Add +3.9% 5,354 $1.4M
TrueWealth Advisors, LLC 0.47% Reduce -2.0% 5,347 $1.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% Reduce -0.4% 5,328 $1.4M
Inspirion Wealth Advisors, LLC 0.20% No change 5,312 $1.4M
Silver Oak Securities, Incorporated 0.15% Add +23.3% 5,530 $1.4M
Strategies Wealth Advisors, LLC 0.19% Add +5.2% 5,255 $1.4M
Biltmore Family Office, LLC 0.23% No change 5,180 $1.4M
Heritage Wealth Management, Inc. 0.45% Reduce -9.0% 5,148 $1.4M
Clear Harbor Asset Management, LLC 0.11% Reduce -0.3% 5,146 $1.4M
Garden State Investment Advisory Services LLC 0.44% Reduce -1.5% 5,143 $1.4M
Foster Dykema Cabot & Partners, LLC 0.11% New 5,137 $1.4M
WT Wealth Management 0.43% Add +29.4% 4,999 $1.4M
Portland Global Advisors LLC 0.17% Reduce -0.6% 5,121 $1.4M
Voisard Asset Management Group, Inc. 0.56% Reduce -1.2% 5,119 $1.4M
Taylor & Morgan Wealth Management, LLC 0.91% No change 5,115 $1.3M
Balentine LLC 0.05% Add +12.4% 5,098 $1.3M
Center for Financial Planning, Inc. 0.18% No change 5,096 $1.3M
Advisory Research Inc. 0.24% No change 5,095 $1.3M
Weil Company, Inc. 0.44% Add +36.7% 5,093 $1.3M
U.S. Capital Wealth Advisors, LLC 0.05% Add +29.3% 5,081 $1.3M
Mill Creek Capital Advisors, LLC 0.03% Add +81.8% 5,059 $1.3M
Ramsay, Stattman, Vela & Price, Inc. 0.25% No change 5,055 $1.3M
Wetzel Investment Advisors, Inc. 0.67% Add +2309.1% 5,011 $1.3M
Mission Creek Capital Partners, Inc. 0.31% Add +19.2% 5,001 $1.3M
Stillwater Capital Advisors, LLC 0.17% New 5,000 $1.3M
Proffitt & Goodson Inc. 0.22% Reduce -54.1% 4,995 $1.3M
Crewe Advisors LLC 0.15% Add +0.7% 4,974 $1.3M
Colonial Trust Co / SC 0.20% Add +97.5% 4,954 $1.3M
MidAtlantic Capital Management, Inc. 0.95% Add +2.2% 4,944 $1.3M
Trajan Wealth LLC 0.08% Add +7.6% 4,899 $1.3M
LexAurum Advisors, LLC 0.29% Reduce -5.5% 4,874 $1.3M
Nvest Financial, LLC 0.73% Reduce -1.8% 4,866 $1.3M
Alpha Cubed Investments, LLC 0.06% Add +80.4% 4,832 $1.3M
Good Life Advisors, LLC 0.08% Add +46.4% 4,826 $1.3M
MAS Advisors LLC 2.72% Reduce -0.2% 4,826 $1.3M
AQR Capital Management 0.00% New 4,813 $1.3M
Mitchell Sinkler & Starr 0.32% Add +0.6% 4,796 $1.3M
HM Payson & Co. 0.02% Reduce -4.3% 4,786 $1.3M
Mma Asset Management LLC 0.34% Add +6.1% 4,773 $1.3M
EagleClaw Capital Managment, LLC 0.21% No change 4,765 $1.3M
SageView Advisory Group, LLC 0.06% Reduce -26.6% 4,722 $1.2M
Hibernia Wealth Partners, LLC 0.43% Add +84.3% 4,697 $1.2M
Aspiriant, LLC 0.05% Reduce -3.8% 4,693 $1.2M
German American Bancorp, Inc. 0.13% Add +30.0% 4,656 $1.2M
Spire Wealth Management 0.04% Reduce -1.2% 4,616 $1.2M
Dohj, LLC 0.28% Reduce -55.3% 4,638 $1.2M
Mosaic Financial Group, LLC 0.86% Reduce -3.8% 4,615 $1.2M
Safeguard Financial, LLC 0.29% Reduce -2.2% 4,612 $1.2M
FineMark National Bank & Trust 0.04% Add +6.5% 4,597 $1.2M
Operose Advisors LLC 0.39% Add +0.1% 4,597 $1.2M
Ami Investment Management Inc. 0.41% Add +3.9% 4,585 $1.2M
Southland Equity Partners LLC 0.29% Reduce -3.0% 4,578 $1.2M
Nicolet Bankshares Inc. 0.24% Reduce -0.8% 4,551 $1.2M
Capstone Wealth Management Group, LLC 0.71% Add +0.4% 4,528 $1.2M
Montecito Bank & Trust 0.20% Add +1.1% 4,519 $1.2M
Callan Family Office, LLC 0.20% Add +48.8% 4,508 $1.2M
R. W. Roge & Company, Inc. 0.64% Reduce -3.1% 4,509 $1.2M
First County Bank 0.59% Add +21.2% 4,498 $1.2M
Garrison Point Advisors, LLC 0.73% Add +9.6% 4,495 $1.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Reduce -6.5% 4,487 $1.2M
OLIO Financial Planning 0.50% No change 5,045 $1.2M
Ironwood Investment Counsel, LLC 0.20% Reduce -0.7% 4,448 $1.2M
ARK & TLK Investments, LLC 0.42% No change 4,440 $1.2M
High Note Wealth, LLC 0.33% Reduce -0.5% 4,439 $1.2M
Lutz Financial Services LLC 0.09% Reduce -0.6% 4,411 $1.2M
Measured Wealth Private Client Group, LLC 0.39% Add +0.0% 4,401 $1.2M
Clarius Group, LLC 0.08% Reduce -6.0% 4,393 $1.2M
Kellett Wealth Advisors, LLC 0.83% Reduce -15.1% 4,387 $1.2M
Bluestem Financial Advisors, LLC 0.54% Reduce -5.6% 4,373 $1.2M
Sachem Hill LLC 0.23% No change 4,360 $1.2M
Clear Creek Financial Management, LLC 0.13% Add +7.2% 4,359 $1.2M
Citadel Advisors 0.00% Reduce -66.5% 4,354 $1.1M
Old National Bancorp 0.03% Add +1.1% 4,350 $1.1M
Hilltop National Bank 0.35% Add +16.3% 4,339 $1.1M
Omega Financial Group, LLC 0.43% Add +0.3% 4,307 $1.1M
Cornerstone Wealth Group, LLC 0.09% Add +0.6% 4,307 $1.1M
Bowman & Co S.C. 0.60% Add +4.6% 4,304 $1.1M
Mogy Joel R Investment Counsel Inc. 0.07% No change 4,305 $1.1M
Wealth Architects, LLC 0.13% No change 4,281 $1.1M
CreativeOne Wealth, LLC 0.04% Reduce -19.2% 4,268 $1.1M
Koss-Olinger Consulting, LLC 0.10% Reduce -3.2% 4,262 $1.1M
RPS Advisory Solutions LLC 0.80% Reduce -12.0% 4,259 $1.1M
Rockland Trust Co. 0.06% Reduce -2.9% 4,248 $1.1M
TFB Advisors LLC 0.33% Reduce -8.2% 4,236 $1.1M
Chapin Davis, Inc. 0.36% Add +1.3% 4,188 $1.1M
Sightline Wealth Advisors, LLC 0.61% Reduce -17.0% 4,183 $1.1M
Acas, LLC 0.91% Reduce -6.1% 4,167 $1.1M
Delta Financial Advisors LLC 0.40% Add +0.2% 4,167 $1.1M
Simon Quick Advisors, LLC 0.07% Add +29.5% 4,139 $1.1M
CJM Wealth Advisers, Ltd. 0.37% Add +0.0% 4,130 $1.1M
TFC Financial Management, Inc. 0.17% Reduce -0.1% 4,119 $1.1M
Baker Tilly Wealth Management, LLC 0.48% Add +2.2% 4,116 $1.1M
Empowered Funds, LLC 0.02% No change 4,104 $1.1M
Cibc World Market Inc. 0.00% Add +3.1% 4,089 $1.1M
StrongBox Wealth, LLC 0.46% Add +1.4% 4,081 $1.1M
Rothschild Wealth LLC 0.32% Add +6.5% 4,078 $1.1M
Birch Hill Investment Advisors LLC 0.05% Add +0.1% 4,073 $1.1M
Cary Street Partners Asset Management LLC 0.14% Add +3.0% 4,070 $1.1M
Summit Trail Advisors, LLC 0.03% Reduce -9.3% 4,066 $1.1M
Longview Financial Advisors, Inc. 0.78% No change 4,044 $1.1M
Fairview Capital Investment Management, LLC 0.06% Add +107.1% 4,039 $1.1M
Hiley Hunt Wealth Management 0.61% Reduce -1.1% 4,024 $1.1M
Greenhouse Wealth Management, LLC 0.71% Add +1.2% 4,010 $1.1M
Mitchell Capital Management Co. 0.18% No change 3,998 $1.1M
Peoples Financial Services Corp. 0.48% Add +11.1% 3,991 $1.1M
Donor Advised Charitable Giving, Inc. 0.03% New 3,987 $1.1M
Trust Point Inc. 0.08% Reduce -20.6% 3,974 $1.0M
Triangle Securities Wealth Management 0.27% No change 3,945 $1.0M
Fortitude Advisory Group L.L.C. 0.66% Add +5.3% 3,940 $1.0M
Stephen J. Garry & Associates, LLC 0.98% No change 3,915 $1.0M
Gotham Asset Management 0.01% Add +17.8% 3,911 $1.0M
WealthBridge Capital Management, LLC 0.30% Add +0.0% 3,910 $1.0M
Synergy Financial Group, LTD 0.98% Add +4.2% 3,894 $1.0M
OMNI 360 Wealth, Inc. 0.70% Reduce -9.4% 3,890 $1.0M
LifePlan Financial, LLC 0.88% Reduce -1.6% 3,867 $1.0M
Advisor OS, LLC 0.10% Reduce -0.4% 3,858 $1.0M
Williams Jones Wealth Management, LLC. 0.01% No change 3,855 $1.0M
Tritonpoint Wealth, LLC 0.09% Add +27.7% 3,856 $1.0M
Sound Income Strategies, LLC 0.07% Add +14.7% 3,842 $1.0M
Consolidated Portfolio Review Corp 0.23% Reduce -1.9% 3,838 $1.0M
Kennebec Savings Bank 1.00% — 3,836 $1.0M
Covenant Asset Management, LLC 0.22% Add +8.0% 3,832 $1.0M
Aspen Grove Capital, LLC 0.22% Add +1.4% 3,826 $1.0M
Cypress Point Wealth Management, LLC 0.39% Reduce -0.3% 3,800 $1.0M
Carolinas Wealth Consulting LLC 0.18% Reduce -1.7% 3,794 $1.0M
Summit Wealth Partners, LLC 0.19% Add +1.4% 3,791 $1.0M
Smartleaf Asset Management LLC 0.12% Reduce -13.8% 3,794 $998K
Kwmg, LLC 0.10% Reduce -1.6% 3,782 $998K
Hobbs Group Advisors, LLC 0.36% Add +0.1% 3,768 $994K
Farnam Financial LLC 1.09% — 3,768 $994K
17 Capital Partners, LLC 0.65% Add +5.8% 3,759 $992K
Neuberger Berman Group LLC 0.00% Reduce -11.2% 3,745 $988K
Fifth Third Wealth Advisors LLC 0.06% Reduce -2.0% 3,744 $988K
Fort Sheridan Advisors LLC 0.15% Add +2.3% 3,739 $986K
Kuhn & Co Investment Counsel 0.84% Add +0.6% 3,738 $986K
MJP Associates Inc. 0.19% Add +0.3% 3,734 $985K
MilWealth Group LLC 0.29% Reduce -1.2% 3,732 $985K
Savvy Advisors, Inc. 0.20% Reduce -33.3% 3,731 $984K
Mission Wealth Management, LP 0.02% Add +11.8% 3,727 $983K
Allegheny Financial Group 0.24% Add +1.1% 3,715 $980K
LJI Wealth Management, LLC 0.20% Reduce -2.1% 3,712 $979K
Plancorp, LLC 0.04% Add +0.9% 3,712 $979K
Silvia McColl Wealth Management, LLC 0.73% Reduce -71.7% 3,693 $974K
TFG Advisers LLC 0.35% Reduce -1.5% 3,693 $974K
Stonebridge Financial Planning Group, LLC 0.46% Add +8.9% 3,685 $972K
Ardent Capital Management, Inc. 0.44% No change 3,680 $971K
Coastline Trust Co 0.11% Add +46.5% 3,656 $965K
Revisor Wealth Management LLC 0.60% Add +73.3% 3,652 $964K
Pinnacle Bancorp, Inc. 0.25% Add +2.9% 3,609 $952K
Marotta Asset Management 0.19% No change 3,601 $950K
Riverview Trust Co 0.83% No change 3,592 $948K
Harbor Investment Advisory, LLC 0.09% Add +41.0% 3,592 $948K
Hancock Whitney Corp. 0.03% No change 3,561 $939K
Aspire Wealth Management Corp 0.51% Reduce -13.1% 3,558 $939K
Johnson Financial Group, LLC 0.11% No change 3,555 $938K
Chemistry Wealth Management LLC 0.22% Reduce -2.5% 3,544 $935K
Melone Private Wealth, LLC 0.50% Add +0.4% 3,539 $934K
Aire Advisors, LLC 0.21% No change 3,528 $931K
Madden Advisory Services, Inc. 0.42% Add +1.4% 3,509 $926K
Collective Family Office LLC 0.25% Reduce -3.0% 3,507 $925K
Pallas Capital Advisors LLC 0.04% Reduce -19.4% 3,470 $924K
Berry Wealth Group, LP 0.66% Add +2.8% 3,495 $922K
Platform Technology Partners 0.29% Add +8.8% 3,491 $921K
Mascoma Wealth Management LLC 0.23% Add +23.2% 3,471 $916K
Sigma Investment Counselors Inc. 0.05% No change 3,469 $915K
Beaird Harris Wealth Management, LLC 0.08% Add +999.4% 3,452 $911K
Oxbow Advisors, LLC 0.09% No change 3,400 $897K
Lazard Asset Management LLC 0.00% No change 3,400 $897K
Matrix Private Capital Group LLC 0.51% No change 3,374 $890K
Guardian Wealth Advisors, LLC 0.55% Reduce -3.0% 3,364 $888K
O'ROURKE & COMPANY, Inc 0.44% Add +8.4% 3,361 $887K
Goodwin Investment Advisory 0.38% Reduce -0.3% 3,357 $886K
Fragasso Financial Advisors Inc 0.07% Add +6.5% 3,302 $871K
NTV Asset Management LLC 0.12% No change 3,287 $867K
Traphagen Investment Advisors LLC 0.09% Reduce -0.2% 3,284 $866K
Evanson Asset Management, LLC 0.06% Reduce -12.8% 3,283 $866K
Garde Capital, Inc. 0.06% Add +1.8% 3,281 $866K
SC&H Financial Advisors, Inc. 0.19% No change 3,281 $866K
Peterson Wealth Advisors, LLC 0.16% Reduce -1.9% 3,251 $858K
Legacy Private Trust Co. 0.06% Reduce -4.4% 3,240 $855K
Deutsche Bank AG 0.00% No change 3,240 $855K
Accredited Investors Inc. 0.05% Add +8.5% 3,201 $845K
GDS Wealth Management 0.08% Reduce -94.9% 3,198 $844K
HBW Advisory Services LLC 0.12% Reduce -3.0% 3,198 $844K
Alexander Labrunerie & Co., Inc. 0.39% Reduce -0.8% 3,190 $842K
Keeley-Teton Advisors, LLC 0.09% Add +1.3% 3,188 $841K
MBM Wealth Consultants, LLC 0.26% Reduce -4.7% 3,168 $836K
Plan Group Financial, LLC 0.44% Reduce -8.9% 3,161 $834K
Blue Barn Wealth, LLC 0.42% Reduce -1.3% 3,131 $826K
Oldfather Financial Services, LLC 0.32% No change 3,117 $822K
Nottingham Advisors, Inc. 0.09% Add +43.0% 3,117 $822K
Fishman Jay A Ltd. 0.08% Reduce -14.2% 3,117 $822K
Cambridge Financial Group, LLC 0.34% Add +0.6% 3,117 $822K
Sovereign Financial Group, Inc. 0.19% Add +4.5% 3,109 $820K
Renaissance Technologies 0.00% New 3,100 $818K
WBH Advisory Inc. 0.08% Reduce -3.6% 3,087 $815K
Cassaday & Co Wealth Management LLC 0.02% Reduce -3.7% 3,085 $814K
Litman Gregory Wealth Management LLC 0.07% No change 3,081 $813K
Capital Investment Advisors, LLC 0.02% Reduce -4.5% 3,048 $804K
Twin Peaks Wealth Advisors, LLC 0.37% Add +18.3% 3,035 $801K
Strategic Equity Management 0.38% Add +48.9% 2,999 $791K
Florida Financial Advisors, LLC 0.41% Reduce -20.3% 2,995 $790K
Breakwater Capital Group 0.16% Add +6.6% 2,994 $790K
Tranquility Partners, LLC 0.29% Add +0.1% 2,987 $788K
Waterloo Capital, L.P. 0.09% Reduce -13.6% 2,984 $787K
Independence Bank of Kentucky 0.17% Reduce -10.9% 2,979 $786K
Waldron Private Wealth LLC 0.03% Add +1.7% 2,974 $786K
First Citizens Bank & Trust Co. 0.02% Reduce -7.0% 2,974 $785K
Towneley Capital Management, Inc / DE 0.18% Reduce -27.6% 2,955 $780K
Summit Investment Advisory Services, LLC 0.41% New 2,951 $779K
Convergence Financial, LLC 0.16% Add +22.8% 2,939 $775K
Muirfield Wealth Advisors LLC 0.66% Add +2.4% 2,938 $775K
Monterey Private Wealth, Inc. 0.26% Reduce -2.9% 2,902 $766K
Gryphon Financial Partners LLC 0.11% Add +0.4% 2,901 $765K
QRG Capital Management, Inc. 0.01% Add +21.0% 2,877 $759K
Brass Tax Wealth Management, Inc. 0.16% Add +12.5% 2,874 $758K
Selective Wealth Management, Inc. 0.31% Reduce -27.7% 2,870 $754K
Aufman Associates Inc 0.48% Add +0.7% 2,846 $751K
First Business Financial Services, Inc. 0.07% No change 2,832 $747K
Fulton Bank, N.A. 0.03% Add +15.9% 2,830 $747K
Private Wealth Group, LLC 0.37% No change 2,826 $746K
FAS Wealth Partners, Inc. 0.06% Add +226.7% 2,819 $744K
Grant/GrossMendelsohn, LLC 0.32% Add +22.1% 2,818 $743K
CFS Investment Advisory Services, LLC 0.06% Reduce -50.4% 2,811 $742K
Blossom Wealth Management 1.49% Add +3.7% 2,810 $741K
Freestone Capital Holdings, LLC 0.03% Add +8.6% 2,783 $734K
Walled Lake Planning & Wealth Management, LLC 0.28% Add +5.5% 2,782 $734K
Boston Mountain Money Management Inc. 0.42% Add +28.1% 2,771 $731K
First Interstate Bank 0.04% Add +41.7% 2,763 $729K
American National Bank & Trust 0.09% Add +0.9% 2,761 $728K
Sheaff Brock Investment Advisors, LLC 0.06% Add +3.2% 2,758 $728K
Foundations Investment Advisors, LLC 0.02% Add +9.9% 2,739 $723K
Advance Capital Management, Inc. 0.03% Reduce -0.9% 2,737 $722K
NorthRock Partners, LLC 0.02% Reduce -9.7% 2,736 $722K
Pecaut & Co. 0.26% Reduce -6.9% 2,734 $721K
Quadcap Wealth Management, LLC 0.11% Reduce -6.9% 2,732 $721K
ETF Store, Inc. 0.74% Reduce -0.4% 2,714 $716K
Florida Trust Wealth Management Co 0.02% No change 2,710 $715K
Westshore Wealth, LLC 0.29% Add +0.1% 2,706 $714K
Moody LYNN Lieberson & Walker, LLC 0.04% No change 2,693 $711K
Thomasville National Bank 0.05% No change 2,684 $708K
Adamsbrown Wealth Consultants LLC 0.25% Add +4.0% 2,680 $707K
Vantage Financial Partners, LLC 0.18% Add +16.7% 2,679 $707K
Johnson Financial Group, Inc. 0.03% Add +7.2% 2,675 $706K
Eagle Strategies LLC 0.13% Reduce -83.7% 2,670 $704K
Advisory Alpha, LLC 0.03% Reduce -3.9% 2,666 $704K
Onyx Bridge Wealth Group LLC 0.11% Reduce -8.6% 2,666 $703K
Avantax Planning Partners, Inc. 0.03% Add +1.2% 2,666 $703K
Pachira Investments Inc. 0.54% Add +0.5% 2,656 $701K
Hutchens & Kramer Investment Management Group, LLC 0.39% Reduce -1.2% 2,669 $700K
Sapient Capital LLC 0.01% Add +3.7% 2,653 $700K
Keystone Wealth Services, LLC 0.19% Reduce -13.1% 2,642 $697K
Blue Bell Private Wealth Management, LLC 0.13% Reduce -4.5% 2,637 $696K
Fiduciary Alliance LLC 0.09% Add +23.0% 2,631 $694K
Ti-Trust, Inc. 0.50% Add +26.3% 2,630 $694K
Libra Wealth LLC 0.28% No change 2,628 $693K
Alerus Financial NA 0.05% Reduce -51.1% 2,628 $693K
Quadrant Capital Group LLC 0.05% No change 2,625 $693K
Channel Wealth LLC 0.23% Add +3.6% 2,625 $693K
Geneva Partners, LLC 0.30% Add +8.3% 2,622 $692K
Certuity, LLC 0.07% Reduce -54.2% 2,615 $690K
Naples Global Advisors, LLC 0.06% No change 2,604 $687K
Horst & Graben Wealth Management LLC 0.12% Add +0.2% 2,597 $685K
Warwick Investment Management, Inc. 0.16% Reduce -0.5% 2,587 $683K
BIP Wealth, LLC 0.05% Add +26.3% 2,586 $682K
Sonoma Private Wealth LLC 1.06% Reduce -6.0% 2,575 $679K
Diversify Advisory Services, LLC 0.04% Add +1.5% 2,545 $679K
Schnieders Capital Management LLC 0.13% New 2,572 $679K
Ranch Capital Advisors Inc. 0.32% Reduce -5.9% 2,570 $678K
Lee Danner & Bass Inc. 0.05% Reduce -2.3% 2,550 $673K
Riverstone Advisors, LLC 0.39% No change 2,547 $672K
Old North State Trust, LLC 0.54% Reduce -0.9% 2,536 $669K
DF Dent & Co. Inc. 0.01% No change 2,533 $668K
Slow Capital, Inc. 0.10% Add +0.7% 2,529 $667K
49 Wealth Management, LLC 0.11% Add +6.9% 2,522 $665K
Moloney Securities Asset Management, LLC 0.09% Add +35.4% 2,518 $664K
Buttonwood Financial Advisors Inc. 0.29% Reduce -8.3% 2,516 $664K
Welch Group, LLC 0.03% Reduce -1.6% 2,514 $663K
Grandfield & Dodd, LLC 0.04% No change 2,509 $662K
Blue Trust, Inc. 0.01% Reduce -9.6% 2,703 $654K
Eagle Wealth Strategies LLC 0.48% Reduce -2.5% 2,480 $654K
Strategic Blueprint, LLC 0.04% Add +5.3% 2,479 $654K
Milestone Investment Advisors LLC 0.18% Reduce -0.8% 2,476 $653K
Penobscot Investment Management Company, Inc. 0.06% Add +26.1% 2,476 $653K
Fisher Asset Management 0.00% Reduce -33.2% 2,474 $653K
Heritage Financial Services, LLC 0.09% Reduce -6.1% 2,473 $652K
American Institute for Advanced Investment Management, LLP 0.47% Reduce -3.1% 2,473 $652K
Webster Bank, N. A. 0.07% Reduce -7.2% 2,466 $651K
Park Edge Advisors, LLC 0.19% Reduce -1.7% 2,463 $650K
Diligent Investors, LLC 0.15% No change 2,456 $648K
TAP Consulting, LLC 0.13% Add +0.4% 2,455 $648K
Howard Capital Management Group, LLC 0.05% No change 2,453 $647K
Clarity Capital Partners LLC 0.38% Add +22.8% 2,450 $646K
Boston Financial Mangement LLC 0.02% Add +11.0% 2,448 $646K
Eagle Bay Advisors LLC 0.25% No change 2,445 $645K
Optivise Advisory Services LLC 0.34% Add +1.4% 2,441 $644K
Clarity Capital Advisors, LLC 0.46% Add +12.9% 2,427 $640K
TNF LLC 0.23% Add +0.0% 2,398 $638K
Valley Forge Investment Consultants Inc. Adv 0.22% Reduce -8.6% 2,417 $638K
Baron Wealth Management LLC 0.31% Add +0.3% 2,413 $637K
Paulson Wealth Management Inc. 0.17% Reduce -7.0% 2,412 $636K
Leonard Rickey Investment Advisors P.L.L.C. 0.14% Add +0.1% 2,379 $628K
Bakala Capital LLC 4.14% Add +2.7% 2,357 $622K
CWA Asset Management Group, LLC 0.03% — 2,355 $621K
Sonata Capital Group Inc. 0.26% No change 2,342 $618K
Financial Strategies Group, Inc. 0.14% Add +2.2% 2,298 $618K
FC Advisory LLC 0.21% Add +131.5% 2,324 $613K
Signaturefd, LLC 0.01% Reduce -19.7% 2,324 $613K
Annex Advisory Services, LLC 0.02% Reduce -9.5% 2,319 $612K
Busey Bank 0.02% Add +10.7% 2,312 $610K
GW&K Investment Management, LLC 0.01% No change 2,303 $608K
Fort Vancouver Investment Management, LLC 0.52% No change 2,303 $608K
Guyasuta Investment Advisors Inc. 0.04% Add +60.8% 2,301 $607K
Novak & Powell Financial Services, Inc. 0.35% Reduce -3.8% 2,301 $607K
Herold Advisors, Inc. 0.13% Reduce -2.0% 2,293 $605K
Moser Wealth Advisors, LLC 0.31% Reduce -1.5% 2,280 $602K
Willis Investment Counsel 0.04% No change 2,276 $600K
Kelman-Lazarov, Inc. 0.10% No change 2,268 $598K
CPC Advisors, LLC 0.09% Reduce -79.1% 2,268 $598K
Falcon Wealth Planning 0.07% Reduce -5.7% 2,253 $595K
BSW Wealth Partners 0.09% Reduce -0.8% 2,250 $594K
Davidson Trust Co. 0.30% Add +0.4% 2,246 $592K
Orrstown Financial Services Inc. 0.17% Reduce -42.7% 2,237 $590K
L. Roy Papp & Associates, LLP 0.07% Add +0.9% 2,218 $585K
Francis Financial, Inc. 0.15% Add +3.3% 2,210 $583K
Sunburst Financial Group, LLC 0.15% No change 2,201 $581K
Per Stirling Capital Management, LLC. 0.08% Add +2.8% 2,200 $581K
Wambolt & Associates, LLC 0.16% Reduce -7.5% 2,199 $577K
Sequent Asset Management, LLC 0.28% Reduce -50.0% 2,187 $577K
First Trust Direct Indexing L.P. 0.03% Add +41.7% 2,172 $573K
Y-Intercept (Hong Kong) Ltd 0.04% New 2,171 $573K
Everstar Asset Management, LLC 0.39% — 2,170 $573K
Diversified Portfolios, Inc. 0.06% Reduce -4.4% 2,169 $572K
Kennicott Capital Management LLC 0.22% No change 2,168 $572K
Oakworth Capital, Inc. 0.04% No change 2,165 $571K
Olistico Wealth, LLC 0.34% Reduce -0.1% 2,132 $563K
ABLE Financial Group, LLC 0.17% Add +14.0% 2,131 $562K
Alpha Financial Partners LLC 0.40% New 2,126 $561K
Ehrlich Financial Group 0.40% No change 2,126 $561K
Paces Ferry Wealth Advisors, LLC 0.32% Add +0.8% 2,121 $559K
Journey Strategic Wealth LLC 0.02% Add +4.6% 2,119 $559K
S&T Bank 0.15% Reduce -8.4% 2,116 $558K
Ascent Group, LLC 0.04% Add +6.3% 2,112 $557K
Financial Alternatives, Inc 0.39% No change 2,110 $557K
Signal Advisors Wealth, LLC 0.08% New 2,105 $555K
WealthShield Partners, LLC 0.07% Add +113.3% 2,092 $552K
Global Strategic Investment Solutions, LLC 0.06% Add +0.1% 2,089 $551K
L.M. Kohn & Company 0.14% Add +55.0% 2,068 $546K
Accel Wealth Management 0.20% Add +0.2% 2,063 $544K
DGS Capital Management, LLC 0.15% Reduce -13.6% 2,061 $544K
Lodestone Wealth Management LLC 0.27% Reduce -7.5% 2,059 $543K
Lyell Wealth Management, LP 0.05% No change 2,057 $543K
Beacon Investment Advisory Services, Inc. 0.02% Add +13.9% 2,052 $541K
Dark Forest Capital Management LP 0.07% New 2,048 $540K
Forum Financial Management, LP 0.01% Add +24.9% 2,046 $540K
Wells Trecaso Financial Group, LLC 0.18% No change 2,038 $538K
Palisade Asset Management, LLC 0.05% No change 2,037 $537K
Mayfair Advisory Group, LLC 0.34% No change 2,025 $534K
Nixon Peabody Trust Co. 0.04% No change 2,020 $533K
Clark Asset Management, LLC 0.11% New 2,017 $532K
World Equity Group, Inc. 0.19% Reduce -28.3% 2,011 $530K
RDA Financial Network 0.16% Reduce -10.9% 2,009 $530K
Grey Ledge Advisors, LLC 0.14% Reduce -1.8% 2,007 $529K
Meridian Wealth Partners, LLC 0.08% Reduce -1.0% 2,003 $528K
Marshall Financial Group, LLC 0.13% New 2,002 $528K
Kirtland Hills Capital Management, LLC 0.29% New 1,975 $521K
SIMA Wealth Partners, LLC 0.45% Reduce -1.7% 1,973 $521K
Pacific Sun Financial Corp 0.29% Reduce -5.3% 1,973 $521K
Empirical Asset Management, LLC 0.19% Add +0.3% 1,971 $520K
Pettyjohn, Wood & White, Inc. 0.10% Add +0.1% 1,968 $519K
Equita Financial Network, Inc. 0.19% Add +11.6% 1,969 $519K
Olde Wealth Management, LLC 0.19% Reduce -0.8% 1,964 $518K
Baldwin Investment Management, LLC 0.06% Add +0.3% 1,963 $518K
Octavia Wealth Advisors, LLC 0.06% Add +0.1% 1,959 $517K
Ashton Thomas Securities, LLC 0.10% Add +84.7% 1,952 $515K
Red Door Wealth Management, LLC 0.09% Add +9.1% 1,951 $515K
Capital City Trust Co. 0.13% No change 1,950 $514K
Magnolia Capital Management Ltd. 0.41% No change 1,950 $514K
Unionview, LLC 0.40% Add +0.7% 1,947 $514K
Tyler-Stone Wealth Management 0.10% Add +167.9% 1,934 $510K
Moors & Cabot, Inc. 0.03% Add +29.4% 1,932 $510K
180 Wealth Advisors, LLC 0.08% Reduce -0.9% 1,931 $509K
Canandaigua National Trust Co of Florida 0.44% — 1,928 $509K
SFG Wealth Management, LLC. 0.27% Reduce -4.9% 1,926 $508K
Silverlake Wealth Management LLC 0.20% Add +5.2% 1,923 $507K
Cynosure Group, LLC 0.07% New 1,920 $506K
Private Management Group Inc. 0.02% No change 1,912 $504K
Burkett Financial Services, LLC 0.21% Add +0.7% 1,907 $503K
Physician Wealth Advisors, Inc. 0.09% Add +95.8% 1,858 $498K
Symphony Financial, Ltd. Co. 0.08% Reduce -47.3% 1,889 $497K
Sterling Financial Planning, Inc. 0.18% Reduce -1.6% 1,874 $494K
Orcam Financial Group 0.48% Add +0.5% 1,870 $493K
HBK Sorce Advisory LLC 0.01% Reduce -22.4% 1,869 $493K
First Western Trust Bank 0.02% Add +19.0% 1,869 $493K
Northeast Financial Group, Inc. 0.19% No change 1,856 $490K
Security National Bank of So Dak 0.27% No change 1,851 $488K
North Star Asset Management Inc. 0.02% Add +0.2% 1,849 $488K
Westmount Partners, LLC 0.15% Reduce -1.2% 1,841 $486K
Galvin, Gaustad & Stein, LLC 0.04% No change 1,839 $485K
Athena Investment Management 0.28% No change 1,839 $485K
Stokes Family Office, LLC 0.05% Add +4.9% 1,834 $484K
Annis Gardner Whiting Capital Advisors, LLC 0.14% Add +93.6% 1,833 $484K
Birchcreek Wealth Management, LLC 0.32% Reduce -1.5% 1,831 $483K
TD Waterhouse Canada Inc. 0.00% Reduce -3.9% 1,841 $482K
Stone House Investment Management, LLC 0.10% Add +10.1% 1,824 $481K
McGuire Investment Group, LLC 0.07% Add +2.1% 1,817 $479K
Values Added Financial LLC 0.30% Reduce -18.5% 1,807 $477K
Alpine Global Management, LLC 0.12% New 1,806 $476K
Pacific Sage Partners, LLC 0.11% Reduce -2.3% 1,806 $476K
Raffa Wealth Management, LLC 0.11% Add +0.5% 1,804 $475K
Ferguson Wellman Capital Management, Inc. 0.01% No change 1,800 $475K
Balanced Wealth Group LLC 0.21% Reduce -24.1% 1,798 $474K
Saxon Interests, Inc. 0.22% Reduce -1.8% 1,797 $474K
Investment Advisory Group, LLC 0.16% Add +0.8% 1,795 $473K
Shira Ridge Wealth Management 0.24% No change 1,792 $473K
NorthLanding Financial Partners, LLC 0.47% Add +0.3% 1,790 $472K
Centaurus Financial, Inc. 0.03% Reduce -83.5% 1,780 $470K
Howard Wealth Management, LLC 0.27% Reduce -0.5% 1,775 $468K
RVW Wealth, LLC 0.04% No change 1,768 $466K
Financial Partners Group, Inc 0.07% Add +0.4% 1,762 $465K
Avitas Wealth Management LLC 0.07% Add +24.9% 1,758 $464K
Family Firm, Inc. 0.10% Add +0.7% 1,755 $463K
UNIVEST FINANCIAL Corp 0.03% New 1,753 $463K
Curbstone Financial Management Corp 0.10% Reduce -59.8% 1,750 $462K
Indiana Trust & Investment Management Co 0.16% Add +133.2% 1,747 $461K
Compass Advisory Group LLC 0.18% Add +32.7% 1,746 $461K
Mengis Capital Management, Inc. 0.09% Reduce -42.8% 1,738 $459K
Sara-Bay Financial 0.17% Reduce -18.2% 1,731 $457K
Joseph P. Lucia & Associates, LLC 0.21% Reduce -1.7% 1,728 $456K
Personal Cfo Solutions, LLC 0.06% Add +4.7% 1,724 $455K
First Bank & Trust 0.09% Reduce -0.6% 1,712 $452K
Disciplined Investments, LLC 0.22% Reduce -1.0% 1,709 $451K
Aletheian Wealth Advisors LLC 0.26% Reduce -32.4% 1,709 $451K
Summit Wealth & Retirement Planning, Inc. 0.14% No change 1,699 $448K
Granite Harbor Advisors, Inc. 0.26% Reduce -0.9% 1,699 $448K
CGN Advisors LLC 0.05% Add +28.0% 1,698 $448K
River Wealth Advisors LLC 0.06% Add +4.7% 1,686 $445K
ETF Portfolio Partners, Inc. 0.13% Reduce -4.0% 1,682 $444K
WNY Asset Management, LLC 0.05% Add +3.8% 1,680 $443K
Redwood Financial Network Corp 0.35% Add +17.4% 1,680 $443K
Verum Partners LLC 0.13% Add +0.4% 1,680 $443K
Tradewinds Capital Management, LLC 0.12% Add +48.1% 1,672 $441K
Ellsworth Advisors, LLC 0.11% Add +0.4% 1,669 $440K
Heirloom Wealth Management 0.14% No change 1,652 $436K
Mathes Company, Inc. 0.15% No change 1,647 $435K
Washington Trust Bank 0.04% Add +20.8% 1,647 $435K
Willow Creek Wealth Management Inc. 0.05% No change 1,646 $434K
Facet Wealth, Inc. 0.01% Add +44.5% 1,650 $433K
Logan Capital Management Inc. 0.02% No change 1,642 $433K
Hardy Reed LLC 0.04% No change 1,640 $433K
Lake Street Advisors Group, LLC 0.02% No change 1,637 $432K
Plante Moran Financial Advisors, LLC 0.04% No change 1,636 $432K
Bordeaux Wealth Advisors LLC 0.08% Add +38.5% 1,633 $431K
Investment Partners Asset Management, Inc. 0.35% No change 1,624 $428K
Northwest Bank & Trust Co 0.33% Add +5.2% 1,624 $428K
Lifeworks Advisors, LLC 0.08% Add +20.6% 1,620 $427K
GHP Investment Advisors, Inc. 0.02% Add +36.5% 1,616 $426K
Cove Private Wealth, LLC 0.34% No change 1,600 $422K
Strategic Wealth Investment Group, LLC 0.05% Reduce -25.9% 1,603 $421K
New England Private Wealth Advisors LLC 0.07% Add +1.5% 1,590 $420K
Newport Capital Group, LLC 0.31% Add +6.3% 1,584 $418K
Cannell & Spears LLC 0.01% Reduce -13.8% 1,581 $417K
Strategic Financial Services, Inc. 0.02% Add +2.3% 1,576 $416K
Jacobi Capital Management LLC 0.03% Add +8.9% 1,572 $415K
MontVue Capital Management, Inc. 0.32% No change 1,571 $414K
Chicago Capital, LLC 0.01% Add +16.8% 1,568 $414K
Raymond James Trust Co. of NH 3.40% Add +13.0% 1,564 $413K
Vertex Planning Partners, LLC 0.10% No change 1,560 $412K
Transform Wealth, LLC 0.03% Reduce -2.5% 1,548 $408K
Wimmer Associates 1, LLC 0.20% No change 1,547 $408K
Becker Capital Management Inc. 0.01% Add +5.8% 1,543 $407K
Detalus Advisors, LLC 0.14% Reduce -5.5% 1,541 $406K
Russell Investments Group, Ltd. 0.00% Add +2.9% 1,539 $406K
Allred Capital Management, LLC 0.16% Add +29.7% 1,533 $405K
Trueblood Wealth Management, LLC 0.20% New 1,519 $401K
Invesco Ltd. 0.00% New 1,517 $400K
Acorn Wealth Advisors, LLC 0.17% Reduce -1.5% 1,510 $398K
Cora Capital Advisors LLC 0.20% Add +12.8% 1,506 $397K
Berger Financial Group, Inc 0.03% Add +15.7% 1,505 $397K
Aaron Wealth Advisors LLC 0.05% Reduce -2.9% 1,501 $396K
VERITY Wealth Advisors 0.28% Add +0.5% 1,494 $394K
Tradewinds, LLC. 0.12% No change 1,490 $393K
Claro Advisors Inc. 0.05% Add +1.9% 1,489 $393K
Pegasus Partners Ltd. 0.04% Add +0.5% 1,485 $392K
Hardin Capital Partners, LLC 0.22% Add +0.2% 1,482 $389K
Keel Point, LLC 0.03% Reduce -2.5% 1,467 $387K
Intelligence Driven Advisers, LLC 0.06% Add +15.2% 1,464 $386K
Madison Park Capital Advisors, LLC 0.29% Add +1.0% 1,464 $386K
Willis Johnson & Associates, Inc. 0.03% Add +1.6% 1,459 $385K
Live Oak Private Wealth LLC 0.06% No change 1,455 $384K
Sunflower Bank, N.A. 0.10% No change 1,449 $382K
Wealthstream Advisors, Inc. 0.07% Reduce -1.2% 1,447 $382K
Arthur M. Cohen & Associates, LLC 0.07% No change 1,452 $381K
Sloy Dahl & Holst, LLC 0.07% Add +0.6% 1,443 $381K
Bremer Bank National Association 0.07% Add +6.1% 1,436 $379K
Valley National Advisers Inc. 0.07% No change 1,427 $376K
Tower View Wealth Management LLC 0.20% Add +0.8% 1,416 $373K
McCollum Christoferson Group LLC 0.11% New 1,408 $371K
Douglass Winthrop Advisors, LLC 0.01% New 1,404 $370K
Edge Financial Advisors LLC 0.33% Reduce -0.1% 1,404 $370K
Regent Peak Wealth Advisors LLC 0.09% Reduce -6.6% 1,403 $370K
Alta Wealth Advisors LLC 0.17% Add +0.4% 1,398 $369K
EPG Wealth Management LLC 0.09% Add +0.0% 1,397 $369K
Stockman Wealth Management, Inc. 0.06% Reduce -43.7% 1,392 $367K
Fortem Financial Group, LLC 0.15% No change 1,386 $366K
Founders Financial Alliance, LLC 0.10% Reduce -5.6% 1,385 $365K
Granite FO LLC 0.21% No change 1,385 $365K
Lowery Thomas, LLC 0.25% Add +0.8% 1,385 $365K
Parkside Financial Bank & Trust 0.05% Reduce -0.1% 1,382 $365K
Toth Financial Advisory Corp. 0.04% Reduce -1.0% 1,381 $364K
First National Bank of Mount Dora, Trust Investment Services 0.08% No change 1,381 $364K
Canvas Wealth Advisors, LLC 0.10% Reduce -17.7% 1,380 $364K
Mairs & Power Inc. 0.00% Reduce -4.6% 1,378 $364K
Caldwell Sutter Capital, Inc. 0.17% Add +0.3% 1,377 $363K
TBH Global Asset Management, LLC 0.08% New 1,377 $363K
Fort Pitt Capital Group, LLC 0.01% No change 1,375 $363K
FRG Family Wealth Advisors LLC 0.06% No change 1,369 $361K
Better Money Decisions, LLC 0.26% Add +0.6% 1,365 $360K
LifeGuide Financial Advisors, LLC 0.15% No change 1,364 $360K
Family Manage LLC 0.06% Reduce -72.5% 1,362 $359K
Client 1ST Advisory Group, LLC 0.14% No change 1,358 $358K
KOM Wealth Management Group, LLC 0.30% Add +4.2% 1,356 $358K
CWS Financial Advisors, LLC 0.13% No change 1,354 $357K
One Wealth Management Investment & Advisory Services, LLC 0.63% Reduce -5.1% 1,353 $357K
Clearstead Trust, LLC 0.09% No change 1,352 $357K
Vestor Capital, LLC 0.03% Add +275.0% 1,350 $356K
Avaii Wealth Management, LLC 0.18% Reduce -0.4% 1,346 $355K
National Wealth Management Group, LLC 0.24% Add +13.4% 1,338 $353K
HUB Investment Partners, LLC 0.02% Reduce -1.4% 1,333 $352K
Prepared Retirement Institute LLC 0.21% Reduce -0.3% 1,330 $351K
Elevatus Welath Management 0.11% New 1,329 $351K
Strategic Advisors LLC 0.07% No change 1,328 $350K
North Star Investment Management Corp. 0.02% Add +0.2% 1,325 $350K
Fairfield, Bush & Co. 0.21% Add +0.5% 1,318 $348K
Dagco, Inc. 0.14% Reduce -91.8% 1,318 $348K
Bogart Wealth, LLC 0.02% Add +3.5% 1,315 $347K
Turtle Creek Wealth Advisors, LLC 0.07% Add +8.8% 1,312 $346K
Edgestream Partners, L.P. 0.02% Add +46.1% 1,312 $346K
Independent Advisor Alliance 0.01% Reduce -54.7% 1,310 $346K
Cassady Schiller Wealth Management, LLC 0.13% Add +13.0% 1,302 $344K
AlphaStar Capital Management, LLC 0.03% Add +12.1% 1,291 $341K
Fiduciary Financial Group, LLC 0.08% Reduce -1.4% 1,297 $341K
Fortis Capital Advisors, LLC 0.11% Reduce -5.8% 1,288 $340K
First American Trust, FSB 0.03% Add +13.4% 1,285 $339K
Morton Capital Management LLC 0.07% Reduce -16.8% 1,283 $338K
Csenge Advisory Group 0.02% Reduce -3.7% 1,268 $338K
First Community Trust NA 0.28% Add +33.7% 1,281 $338K
1ST Source Bank 0.02% No change 1,273 $336K
Kings Path Partners LLC 0.14% Add +16.3% 1,272 $336K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +263.4% 1,272 $336K
Catalina Capital Group, LLC 0.11% No change 1,269 $335K
Seneca Financial Advisors LLC 0.16% No change 1,266 $334K
Dentgroup LLC 0.25% Reduce -7.6% 1,266 $334K
Madison Wealth Partners, Inc 0.10% Add +20.5% 1,264 $334K
Gimbal Financial 0.22% New 1,252 $333K
Smith Salley Wealth Management 0.02% Reduce -7.2% 1,257 $332K
Whalerock Point Partners, LLC 0.08% No change 1,255 $331K
Naviter Wealth, LLC 0.05% Add +2.6% 1,251 $330K
Legacy Financial Advisors, Inc. 0.06% No change 1,250 $330K
Probity Advisors, Inc. 0.06% New 1,248 $329K
Independence Asset Advisors, LLC 6.52% Add +0.7% 1,247 $329K
David J Yvars Group 0.20% No change 1,243 $328K
Childress Capital Advisors, LLC 0.09% No change 1,241 $328K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.09% Add +2.3% 1,237 $327K
Argent Advisors, Inc. 0.12% Add +0.4% 1,235 $326K
HT Partners LLC 0.12% Reduce -5.4% 1,234 $326K
MKT Advisors LLC 0.15% Reduce -0.4% 1,236 $324K
Center For Asset Management LLC 0.19% Add +25.4% 1,225 $323K
YHB Investment Advisors, Inc. 0.03% No change 1,225 $323K
Fairman Group, LLC 0.29% Add +0.7% 1,222 $322K
Penobscot Wealth Management 0.17% Add +5.1% 1,219 $322K
Unique Wealth, LLC 0.07% No change 1,220 $322K
First Financial Bank - Trust Division 0.03% Reduce -1.3% 1,219 $322K
Obsidian Personal Planning Solutions LLC 0.17% Add +0.3% 1,211 $318K
Tudor Investment Corporation 0.00% Reduce -76.5% 1,204 $318K
NorthCrest Asset Manangement, LLC 0.01% No change 1,203 $317K
Sharp Wealth Advisory, LLC 0.24% Reduce -28.3% 1,200 $317K
Grunden Financial Advisory, Inc. 0.16% No change 1,200 $317K
Prosperity Planning, Inc. 0.14% Add +5.5% 1,200 $317K
CFO4Life Group, LLC 0.06% New 1,199 $316K
Glassman Wealth Services 0.05% Add +0.3% 1,196 $316K
SYM FINANCIAL Corp 0.04% Reduce -1.5% 1,195 $315K
Fairway Wealth LLC 0.16% Add +21.1% 1,194 $315K
SkyOak Wealth, LLC 0.07% No change 1,189 $314K
Greenleaf Trust 0.00% Add +37.6% 1,185 $313K
Schrum Private Wealth Management LLC 0.16% New 1,182 $312K
Midwest Professional Planners, LTD. 0.10% No change 1,182 $312K
Westside Investment Management, Inc. 0.07% No change 1,191 $311K
ARS Wealth Advisors Group, LLC 0.04% Add +1.7% 1,179 $311K
Townsend Asset Management Corp. /NC/ 0.12% Add +0.7% 1,176 $310K
Powers Advisory Group, LLC 0.15% Add +23.1% 1,173 $310K
Blake Schutter Theil Wealth Advisors, LLC 0.22% — 1,173 $309K
Enzi Wealth 0.12% Add +1.9% 1,151 $309K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.12% No change 1,173 $308K
Capital Advisors Inc. 0.01% Add +0.3% 1,163 $307K
KWB Wealth 0.04% Reduce -4.3% 1,265 $306K
Cambridge Capital Management, LLC 0.20% Reduce -3.2% 1,153 $304K
Clifford Swan Investment Counsel LLC 0.01% Add +0.5% 1,152 $304K
West Michigan Advisors, LLC 0.09% Add +1.8% 1,151 $304K
Byrne Asset Management LLC 0.21% Add +0.3% 1,150 $303K
Cladis Investment Advisory, LLC 0.21% Reduce -0.7% 1,150 $303K
Cadinha & Co. LLC 0.05% No change 1,150 $303K
Cooper Financial Group 0.04% Reduce -4.4% 1,146 $302K
EverSource Wealth Advisors, LLC 0.02% Add +65.3% 1,139 $300K
WMG Financial Advisors, LLC 0.14% Reduce -1.7% 1,137 $300K
Camelot Technology Advisors, Inc. 0.26% Reduce -11.8% 1,132 $299K
Myecfo, LLC 0.16% Reduce -13.7% 1,130 $298K
Farmers & Merchants Trust Co of Chambersburg PA 0.11% No change 1,125 $297K
LPF Advisors LLC 0.25% No change 1,124 $297K
Vicus Capital 0.03% Add +12.5% 1,124 $297K
Verition Fund Management LLC 0.00% New 1,124 $297K
Gibbs Wealth Management 0.10% New 1,123 $296K
Ascentis Independent Advisors 0.05% Add +8.3% 1,122 $296K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +2.4% 1,119 $295K
Burney Co./ 0.01% No change 1,115 $294K
Redhawk Wealth Advisors, Inc. 0.04% Add +0.3% 1,115 $294K
American Financial & Tax Strategies Inc. 0.15% Reduce -7.4% 1,114 $294K
Lazari Capital Management, Inc. 0.13% Add +13.8% 1,112 $293K
Weitzel Financial Services, Inc. 0.14% No change 1,119 $293K
Hoese & Co LLP 0.25% No change 1,110 $293K
Strategic Wealth Partners, Ltd. 0.03% Reduce -8.3% 1,108 $292K
Bath Savings Trust Co 0.03% Reduce -4.8% 1,103 $291K
Waters Parkerson & Co., LLC 0.01% No change 1,101 $290K
Strategic Financial Concepts, LLC 0.09% Reduce -99.5% 1,099 $290K
Kanawha Capital Management LLC 0.02% No change 1,096 $289K
Kathmere Capital Management, LLC 0.03% New 1,093 $288K
Barrett & Company, Inc. 0.12% No change 1,093 $288K
Capital Advisors, Ltd. LLC 0.04% No change 1,091 $288K
Edgemoor Investment Advisors, Inc. 0.03% Reduce -27.3% 1,090 $288K
Sensible Money, LLC 0.13% Add +8.1% 1,086 $287K
Old Port Advisors 0.08% Add +2.5% 1,086 $287K
Jaffetilchin Investment Partners, LLC 0.02% Reduce -1.0% 1,084 $286K
Covestor Ltd 0.18% Add +7.8% 1,078 $285K
Sageworth Trust Co of South Dakota 0.36% No change 1,080 $285K
Raab & Moskowitz Asset Management LLC 0.07% No change 1,079 $285K
Swmg, LLC 0.12% Reduce -33.1% 1,028 $284K
Ironwood Wealth Management, LLC. 0.09% No change 1,074 $283K
tru Independence LLC 0.08% New 1,072 $283K
United Advisor Group, LLC 0.06% New 1,065 $281K
Tyche Wealth Partners LLC 0.06% No change 1,053 $278K
Invst, LLC 0.03% Add +22.9% 1,053 $278K
Legacy Trust 0.06% No change 1,052 $278K
Compass Financial Group, INC 0.05% Reduce -10.3% 1,050 $277K
Element Wealth, LLC 0.15% Reduce -0.6% 1,047 $276K
VitalStone Financial, LLC 0.19% No change 1,045 $276K
Correct Capital Wealth Management 0.06% No change 1,042 $275K
Hoxton Planning & Management, LLC 0.11% New 1,041 $275K
Washington Trust Advisors, Inc. 0.02% Add +0.1% 1,039 $274K
Lathrop Investment Management Co. 0.05% No change 1,038 $274K
Clearwater Capital Advisors, LLC 0.03% No change 1,038 $274K
Zacks Investment Management 0.00% Add +8.1% 1,038 $274K
Cape Investment Advisory, Inc. 0.11% Add +106.6% 1,029 $271K
Legacy Capital Wealth Partners, LLC 0.05% Reduce -82.8% 5,744 $271K
Echo Wealth Management, LLC 0.19% Reduce -39.9% 1,023 $270K
HTG Investment Advisors, Inc. 0.13% Add +5.9% 1,024 $270K
Klingman & Associates, LLC 0.02% No change 1,024 $270K
Glen Eagle Advisors, LLC 0.05% Reduce -2.3% 1,022 $270K
SignalPoint Asset Management, LLC 0.06% Add +10.9% 1,018 $268K
MB Generational Wealth, LLC 0.19% New 1,015 $268K
Presilium Private Wealth, LLC 0.06% No change 1,014 $268K
Carson Advisory Inc. 0.17% Add +2.8% 1,014 $267K
Embree Financial Group 0.05% Add +2.6% 1,011 $267K
Dearborn Partners LLC 0.01% No change 1,008 $266K
Acima Private Wealth, LLC 0.09% No change 1,007 $266K
Kavar Capital Partners Group, LLC 0.04% Add +2.5% 1,005 $265K
Tolleson Wealth Management, Inc. 0.05% No change 1,004 $265K
Summit Asset Management, LLC 0.03% No change 1,002 $264K
First National Advisers, LLC 0.04% Add +1.7% 1,001 $264K
Searle & Co. 0.07% No change 1,000 $264K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 990 $264K
All Season Financial Advisors, Inc. 0.22% Add +3.3% 998 $263K
Cedar Wealth Management, LLC 0.08% Add +5.3% 996 $263K
Matrix Asset Advisors Inc. 0.03% Add +11.4% 989 $261K
Intrepid Financial Planning Group LLC 0.11% Reduce -24.6% 985 $260K
Strategic Financial Planning, Inc. 0.17% No change 975 $257K
First Trust Investment Solutions L.P. 0.03% No change 975 $257K
RAM Investment Partners, LLC 0.07% Reduce -45.4% 975 $257K
Janney Capital Management LLC 0.02% No change 965 $255K
Gibson Wealth Advisors LLC 0.21% Reduce -26.6% 966 $255K
Norris Perne & French LLP 0.02% No change 962 $254K
Columbia Bank 0.09% No change 961 $254K
Integrity Financial Corp 0.15% Add +7.9% 960 $253K
Tocqueville Asset Management L.P. 0.00% Add +0.1% 959 $253K
Bensler, LLC 0.03% Reduce -7.2% 959 $253K
Geometric Wealth Advisors 0.05% No change 956 $252K
Beacon Capital Management, LLC 0.04% Add +29.8% 955 $252K
Trustco Bank Corp. N Y 0.25% No change 954 $252K
Roberts Wealth Advisors, LLC 0.08% No change 956 $251K
Ballentine Capital Advisors, Inc 0.13% Reduce -10.2% 950 $251K
Henrickson Nauta Wealth Advisors, Inc. 0.10% Reduce -1.4% 950 $251K
Telos Capital Management, Inc. 0.03% New 946 $250K
Mendel Capital Management LLC 0.15% Reduce -7.9% 944 $249K
Mfa Wealth Advisors, LLC 0.05% No change 932 $246K
Cobblestone Capital Advisors LLC 0.01% No change 930 $245K
Flower City Capital 0.14% Reduce -20.6% 927 $244K
Greenfield Savings Bank 0.12% Reduce -9.6% 926 $244K
One Wealth Advisors, LLC 0.04% No change 923 $244K
WealthTrust Asset Management, LLC 0.18% Reduce -23.9% 921 $243K
FourThought Financial Partners, LLC 0.03% Reduce -0.3% 920 $243K
McLean Asset Management Corp 0.07% Reduce -3.2% 919 $242K
Barclays PLC 0.00% No change 917 $242K
Lee Financial Co 0.03% No change 916 $242K
Bank of Nova Scotia 0.00% No change 910 $240K
Astoria Strategic Wealth, Inc. 0.07% Reduce -5.3% 907 $239K
Prairie Wealth Advisors, Inc. 0.12% Reduce -14.0% 907 $239K
Thrive Wealth Management, LLC 0.04% Add +0.6% 905 $239K
Old North State Wealth Management, LLC 0.13% Add +0.8% 900 $238K
Team Hewins, LLC 0.09% No change 897 $237K
Investment Planning Advisors, Inc. 0.12% No change 976 $236K
Roman Butler Fullerton & Co. 0.07% Add +0.7% 880 $236K
Corundum Group, Inc. 0.11% No change 890 $235K
First Long Island Investors, LLC 0.02% No change 890 $235K
Northwest Financial Advisors 0.19% Add +0.6% 890 $235K
Regimen Wealth, LLC 0.08% Add +3.5% 885 $234K
Pennsylvania Capital Management Inc. 0.08% Add +0.1% 885 $233K
Intrua Financial, LLC 0.04% Reduce -11.6% 881 $233K
Money Concepts Capital Corp. 0.02% Reduce -12.3% 881 $232K
Osborne Partners Capital Management, LLC 0.01% Reduce -7.8% 881 $232K
WealthCare Investment Partners, LLC 0.10% Reduce -7.8% 888 $232K
Ethos Financial Group, LLC 0.04% New 874 $231K
Divergent Planning, LLC 0.09% No change 875 $231K
Davis R M Inc. 0.00% New 874 $231K
RMR Wealth Builders 0.02% Add +2.7% 874 $230K
Greenspring Advisors, LLC 0.05% No change 873 $230K
Rooted Wealth Advisors, Inc. 0.10% Reduce -91.5% 881 $230K
Trust Co 0.03% Add +2.6% 868 $229K
Tradition Wealth Management, LLC 0.02% Reduce -9.5% 867 $229K
Basso Capital Management, L.P. 0.21% Reduce -59.2% 867 $229K
Mechanics Bank Trust Department 0.03% No change 867 $229K
Courage Miller Partners, LLC 0.08% No change 866 $228K
Davies Financial Advisors, Inc. 0.20% Reduce -75.9% 865 $228K
Sound Stewardship, LLC 0.13% Add +0.1% 864 $228K
Patton Albertson Miller Group, LLC 0.03% No change 864 $228K
Investors Asset Management of Georgia Inc. /Ga/ 0.11% New 864 $228K
Ted Buchan & Co 0.11% No change 863 $228K
Radnor Capital Management, LLC 0.03% New 860 $227K
Eastern Bank 0.00% New 859 $227K
Gries Financial LLC 0.04% Reduce -1.7% 858 $226K
Lansing Street Advisors 0.08% Reduce -0.7% 858 $226K
Plotkin Financial Advisors, LLC 0.14% New 857 $226K
Valley Brook Capital Group, Inc. 0.16% Reduce -0.6% 856 $226K
Oarsman Capital, Inc. 0.04% Add +0.8% 855 $226K
Auxano Advisors, LLC 0.06% New 853 $225K
EPIQ Capital Group, LLC 0.06% Add +0.8% 852 $225K
Sentry LLC 0.04% No change 850 $224K
Meritage Portfolio Management 0.01% Add +0.4% 848 $224K
ROI Financial Advisors, LLC 0.15% Add +0.1% 849 $224K
Envision Financial Planning, LLC 0.12% Add +0.7% 845 $223K
Accretive Wealth Partners, LLC 0.09% Reduce -42.2% 838 $221K
Napatree Capital LLC 0.15% No change 835 $220K
Everpar Advisors LLC 0.11% Reduce -6.1% 834 $220K
Planning Capital Management Corp 0.15% Add +0.7% 830 $219K
Strategy Asset Managers LLC 0.04% New 829 $219K
Darden Wealth Group Inc 0.16% No change 828 $218K
Teachers Insurance & Annuity Association of America 0.33% — 827 $218K
Hummer Financial Advisory Services Inc 0.17% No change 825 $218K
Creegan & Nassoura Financial Group, LLC 0.14% New 825 $218K
One Day In July LLC 0.02% New 825 $218K
MTM Investment Management, LLC 0.08% Add +41.0% 825 $218K
Abacus Planning Group, Inc. 0.04% New 824 $217K
Essex LLC 0.04% New 821 $217K
Opal Wealth Advisors, LLC 0.07% Reduce -0.3% 814 $215K
True North Advisors, LLC 0.06% New 814 $215K
Midwest Financial Group LLC 0.13% New 812 $214K
Penn Capital Management Company, LLC 0.02% Reduce -36.4% 810 $214K
Safeguard Investment Advisory Group, LLC 0.06% New 809 $213K
Middleton & Co. Inc. 0.02% Reduce -3.0% 809 $213K
Clean Yield Group 0.07% No change 808 $213K
Main Management LLC 0.02% No change 807 $213K
ShoreHaven Wealth Partners, LLC 0.10% New 807 $213K
HFG Advisors, Inc. 0.19% New 803 $212K
Secured Retirement Advisors, LLC 0.15% New 801 $211K
LFA - Lugano Financial Advisors SA 0.14% No change 800 $211K
Bantamac Capital, LLC 0.10% New 800 $211K
C M Bidwell & Associates Ltd. 0.13% No change 799 $211K
Members Trust Co 0.01% Reduce -9.5% 793 $209K
Campbell Wealth Management 0.02% New 788 $208K
Quent Capital, LLC 0.02% New 784 $207K
CIC Wealth, LLC 0.05% New 783 $207K
Prosperity Consulting Group, LLC 0.02% New 782 $206K
Richardson Capital Management LLC 0.14% Reduce -1.1% 781 $206K
Financial & Tax Architects, LLC 0.05% New 780 $206K
Braun Stacey Associates Inc. 0.01% New 780 $206K
DHJJ Financial Advisors, Ltd. 0.08% No change 779 $206K
Clark Capital Management Group, Inc. 0.00% New 779 $206K
Global Trust Asset Management, LLC 0.08% No change 778 $205K
Christensen, King & Associates Investment Services, Inc. 0.10% New 778 $205K
Keeler & Nadler Financial Planning & Wealth Management 0.10% New 773 $204K
Mattern Capital Management, LLC 0.03% New 770 $203K
LaSalle St. Investment Advisors, LLC 0.08% New 770 $203K
Cahaba Wealth Management, Inc. 0.02% New 769 $203K
C2C Wealth Management, LLC 0.19% New 772 $203K
Perissos Private Wealth Management, LLC 0.16% New 767 $202K
FSM Wealth Advisors, LLC 0.05% New 762 $201K
TKG Advisors, LLC 0.10% Reduce -9.4% 760 $201K
Tortoise Investment Management, LLC 0.02% No change 756 $199K
Sunbelt Securities, Inc. 0.02% Add +21.1% 752 $198K
Brown, Lisle/Cummings, Inc. 0.06% Add +119.6% 751 $198K
Earned Wealth Advisors, LLC 0.06% New 748 $197K
HHM Wealth Advisors, LLC 0.03% No change 738 $195K
Balefire, LLC 0.07% Add +4.5% 736 $194K
Sittner & Nelson, LLC 0.09% No change 735 $194K
Providence Capital Advisors, LLC 0.04% Reduce -9.8% 732 $193K
Godsey & Gibb, Inc. 0.02% No change 726 $192K
Flaharty Asset Management, LLC 0.03% New 723 $191K
Sugarloaf Wealth Management, LLC 0.03% Add +5.9% 720 $190K
Rothschild Investment LLC 0.01% No change 700 $185K
Venturi Wealth Management, LLC 0.01% Add +27.3% 686 $181K
Clear Point Advisors Inc. 0.14% Add +47.3% 682 $180K
Key Financial Inc 0.04% No change 678 $179K
Householder Group Estate & Retirement Specialist, LLC 0.05% Add +0.1% 678 $178K
Register Financial Advisors LLC 0.09% Add +12.5% 674 $178K
Wintrust Investments LLC 0.13% Reduce -91.1% 674 $177K
Rise Advisors, LLC 0.08% Add +0.8% 661 $174K
Morling Financial Advisors, LLC 0.07% No change 651 $172K
Red Lighthouse Investment Management, LLC 0.06% No change 624 $165K
Cornerstone Planning Group LLC 0.04% Add +0.3% 617 $164K
Compass Wealth Management LLC 0.04% No change 615 $162K
New Millennium Group LLC 0.10% Reduce -3.9% 587 $155K
Birch Capital Management, LLC 0.07% No change 569 $150K
GAMMA Investing LLC 0.01% Add +34.3% 568 $150K
PrairieView Partners, LLC 0.02% No change 565 $149K
Breakwater Investment Management 0.06% Add +30.9% 563 $149K
Tompkins Financial Corp. 0.01% No change 543 $143K
Strategic Investment Solutions, Inc. 0.04% Add +1491.2% 541 $143K
Solstein Capital, LLC 0.08% No change 537 $142K
Cardiff Park Advisors, LLC 0.01% Add +0.8% 535 $141K
Bfsg, LLC 0.02% Reduce -1.1% 529 $140K
Tucker Asset Management LLC 0.03% Add +22.4% 514 $136K
Mycio Wealth Partners, LLC 0.03% No change 507 $134K
Coppell Advisory Solutions LLC 0.02% Reduce -38.5% 500 $132K
Mb, Levis & Associates, LLC 0.06% Add +0.6% 496 $131K
Intelligent Financial Strategies 0.07% Add +0.6% 490 $129K
Legacy Bridge, LLC 0.07% No change 487 $128K
Allspring Global Investments Holdings, LLC 0.00% No change 485 $128K
Realta Investment Advisors 0.06% Reduce -85.5% 448 $120K
Richardson Financial Services Inc. 0.08% No change 494 $120K
NWK Group, Inc. 0.05% New 448 $118K
Zions Bancorporation, N.A. 0.01% No change 446 $118K
Cherry Tree Wealth Management, LLC 0.03% No change 440 $116K
Front Row Advisors LLC 0.04% Add +3.3% 435 $115K
Bell Investment Advisors, Inc 0.02% Reduce -4.4% 430 $113K
Talon Private Wealth, LLC 0.02% — 426 $112K
Frazier Financial Advisors, LLC 0.09% Add +10.4% 423 $112K
Global Financial Private Client, LLC 0.04% No change 423 $112K
Denver PWM, LLC 0.04% No change 415 $109K
Broadwater Capital Management LLC 0.08% No change 415 $109K
Family Asset Management, LLC 0.07% No change 415 $109K
First Personal Financial Services 0.02% No change 413 $109K
DecisionPoint Financial, LLC 0.03% No change 406 $107K
Avalon Trust Co 0.01% New 400 $105K
Pacifica Partners Inc. 0.04% Reduce -30.5% 385 $102K
Princeton Global Asset Management LLC 0.02% Add +263.8% 382 $101K
Provident Wealth Management, LLC 0.03% No change 376 $99K
Laurel Wealth Advisors LLC 0.02% Add +2.3% 364 $96K
Urban Financial Advisory Corp 0.05% New 356 $94K
Financial Perspectives, Inc 0.03% Add +12.8% 344 $91K
Nemes Rush Group LLC 0.01% Add +39.5% 357 $89K
Colonial Trust Advisors 0.01% No change 327 $86K
Abound Wealth Management 0.03% Add +176.1% 323 $85K
Maryland Capital Advisors Inc. 0.04% No change 316 $83K
Centennial Bank 0.04% Add +1.6% 315 $83K
Evergreen Private Wealth LLC 0.04% No change 304 $80K
Founders Capital Management 0.05% No change 303 $80K
Concord Wealth Partners 0.01% Add +0.7% 299 $79K
Archer Investment Corp 0.02% Reduce -58.5% 298 $79K
Partnership Wealth Management, LLC 0.05% Reduce -29.8% 287 $76K
MCF Advisors LLC 0.01% Reduce -52.1% 286 $75K
Family CFO Inc 0.04% No change 283 $75K
GPS Wealth Strategies Group, LLC 0.01% Add +5.2% 282 $74K
Morris Financial Concepts, Inc. 0.03% No change 281 $74K
Keener Financial Planning LLC 0.05% No change 283 $74K
Gen-Wealth Partners Inc 0.03% No change 278 $74K
Sterling Capital Management LLC 0.00% — 278 $73K
SWAN Capital LLC 0.04% Add +0.7% 275 $73K
Blume Capital Management, Inc. 0.02% Add +97.1% 274 $72K
New Republic Capital, LLC 0.04% Add +44.1% 271 $71K
Kozak & Associates, Inc. 0.02% Add +234.2% 264 $71K
Atticus Wealth Management, LLC 0.02% Add +0.8% 256 $68K
SRH Advisors, LLC 0.02% No change 245 $65K
Vermillion & White Wealth Management Group, LLC 0.05% No change 242 $64K
Motco 0.01% No change 240 $63K
FinTrust Capital Advisors, LLC 0.01% Add +109.7% 237 $63K
Fairscale Capital, LLC 0.05% No change 232 $61K
Perritt Capital Management Inc 0.03% Add +0.9% 229 $60K
Sawyer & Company, Inc 0.02% Add +0.5% 223 $59K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 222 $59K
Winch Advisory Services, LLC 0.02% Add +0.5% 221 $58K
Criterion Capital Advisors, LLC 0.04% No change 230 $56K
Financial Connections Group, Inc. 0.03% No change 205 $54K
Hazlett, Burt & Watson, Inc. 0.02% Add +29.1% 204 $54K
Legacies Wealth LLC 0.04% No change 200 $53K
Union Savings Bank 0.03% No change 196 $52K
Hoey Investments, Inc. 0.01% No change 213 $52K
LRI Investments, LLC 0.00% No change 185 $51K
Northwest Investment Counselors, LLC 0.01% New 192 $51K
Insight Inv LLC 0.04% No change 191 $50K
Hanson & Doremus Investment Management 0.01% No change 188 $50K
PFS Partners, LLC 0.03% Add +0.6% 184 $49K
Pension & Wealth Management Advisors, Inc. 0.02% No change 183 $48K
Goodman Advisory Group, LLC 0.01% Add +10.3% 182 $48K
Halpern Financial, Inc. 0.01% No change 180 $47K
Aberdeen Wealth Management LLC 0.03% No change 178 $47K
Running Point Capital Advisors, LLC 0.02% No change 178 $47K
Pathway Financial Advisers, LLC 0.02% Add +0.6% 178 $47K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 175 $46K
Redmont Wealth Advisors LLC 0.07% Add +147.8% 166 $44K
Angeles Wealth Management, LLC 0.00% No change 163 $43K
Main Street Group, LTD 0.02% No change 160 $42K
Evolution Advisers, Inc. 0.02% No change 155 $40K
Peoples Bank 0.03% No change 150 $40K
Citizens National Bank Trust Department 0.01% No change 148 $39K
Hexagon Capital Partners LLC 0.01% No change 137 $36K
CVA Family Office, LLC 0.01% Add +0.7% 136 $36K
Pin Oak Investment Advisors Inc. 0.03% New 133 $35K
Hemington Wealth Management 0.01% New 135 $35K
ESL Trust Services, LLC 0.01% No change 130 $34K
Financial Network Wealth Advisors LLC 0.03% Add +8.0% 121 $32K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -17.2% 120 $32K
CNB Bank 0.01% No change 118 $31K
Coston, McIsaac & Partners 0.01% No change 121 $31K
Resources Management Corp. /CT/ 0.00% No change 116 $31K
Abich Financial Wealth Management LLC 0.07% Reduce -4.1% 117 $31K
ORG Partners LLC 0.01% Reduce -9.4% 115 $31K
Armstrong Advisory Group, Inc. 0.00% Add +20.8% 116 $31K
AllSquare Wealth Management LLC 0.02% No change 110 $29K
Pineridge Advisors LLC 0.01% Reduce -80.5% 109 $29K
Fairfield Financial Advisors, LTD 0.01% No change 109 $29K
Armor Investment Advisors, LLC 0.01% No change 105 $28K
Arlington Trust Co LLC 0.01% No change 105 $28K
Global Wealth Strategies & Associates 0.01% Add +32.0% 99 $26K
Versant Capital Management, Inc 0.01% No change 94 $25K
PSI Advisors, LLC 0.01% Add +1.1% 93 $24K
Tidemark, LLC 0.01% No change 88 $23K
TCTC Holdings, LLC 0.00% Reduce -86.2% 88 $23K
Castleview Partners, LLC 0.01% Reduce -1.2% 83 $22K
Private Capital Management LLC 0.00% Reduce -44.3% 83 $22K
Dunhill Financial, LLC 0.01% Add +95.2% 82 $22K
Signature Resources Capital Management, LLC 0.02% Reduce -37.0% 80 $21K
Vaughan Nelson Investment Management, L.P. 0.00% No change 80 $21K
Colony Family Offices, LLC 0.01% New 79 $21K
Gilliland Jeter Wealth Management LLC 0.01% No change 70 $18K
HighMark Wealth Management LLC 0.01% No change 65 $17K
SJS Investment Consulting Inc. 0.00% No change 63 $17K
Morton Brown Family Wealth, LLC 0.01% Reduce -13.7% 63 $17K
Stuart Chaussee & Associates, Inc. 0.00% No change 63 $17K
WR Wealth Planners, LLC 0.00% No change 61 $16K
Creekmur Asset Management LLC 0.00% No change 59 $16K
PFG Private Wealth Management, LLC 0.01% No change 55 $15K
Davis Capital Management 0.01% No change 53 $14K
WFA Asset Management Corp 0.01% Add +1.9% 53 $14K
IAG Wealth Partners, LLC 0.00% No change 49 $13K
Financial Gravity Companies, Inc. 0.00% — 49 $13K
Hollencrest Capital Management 0.00% New 48 $13K
Northwest Capital Management Inc 0.00% No change 45 $12K
Thompson Investment Management, Inc. 0.00% New 45 $12K
Christopher J. Hasenberg, Inc 0.00% No change 42 $11K
Private Wealth Management Group, LLC 0.00% No change 40 $11K
Riggs Asset Managment Co. Inc. 0.00% No change 40 $11K
TruNorth Capital Management, LLC 0.00% Reduce -34.0% 35 $9K
Planned Solutions, Inc. 0.00% New 34 $9K
Jamison Private Wealth Management, Inc. 0.00% No change 31 $8K
Van Eck Associates Corp. 0.00% New 31 $8K
Investors Research Corp 0.00% No change 30 $8K
London Co. of Virginia 0.00% Add +80.0% 27 $7K
FSA Wealth Management LLC 0.00% — 26 $7K
True Wealth Design, LLC 0.00% No change 25 $7K
CGC Financial Services, LLC 0.00% No change 25 $7K
Valley Wealth Managers, Inc. 0.00% No change 24 $6K
Reston Wealth Management LLC 0.00% New 23 $6K
Wolff Wiese Magana LLC 0.00% No change 23 $6K
Ballast Advisors LLC 0.00% No change 23 $6K
Game Plan Financial Advisors, LLC 0.00% No change 22 $6K
Bank & Trust Co 0.00% No change 20 $5K
MV Capital Management, Inc. 0.00% No change 18 $5K
Absher Wealth Management, LLC 0.00% No change 17 $4K
Raleigh Capital Management Inc. 0.00% No change 14 $4K
Investment Research & Advisory Group, Inc. 0.00% No change 14 $4K
Aspire Private Capital, LLC 0.00% No change 13 $3K
MGB Wealth Management, LLC 0.00% Add +20.0% 12 $3K
Arvest Investments, Inc. 0.00% No change 12 $3K
Arcadia Investment Advisors LLC 0.00% No change 11 $3K
Lowe Wealth Advisors, LLC 0.00% Add +400.0% 10 $3K
Anfield Capital Management, LLC 0.00% No change 10 $3K
Woodard & Co. Asset Management Group Inc. 0.00% New 10 $3K
Washington Growth Strategies LLC 0.09% — 630 $2K
Viewpoint Capital Management LLC 0.00% No change 9 $2K
Cedar Mountain Advisors, LLC 0.00% Reduce -87.8% 6 $2K
Legacy Investment Solutions, LLC 0.00% — 5 $1K
Legacy Wealth Managment, LLC 0.00% — 5 $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
Fourpath Capital Management, LLC 0.00% New 4 $1K
Semmax Financial Advisors Inc. 0.00% No change 2 $563
Eukles Asset Management 0.00% New 1 $264

"% 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.