Vngrd Mrngstr MD-Cap ETF-UsdVOETF

13F holders, Q4 2024 (December 31)
2,139holders +205
91new positions
58sold out
5famous investors
$264.16avg. 13F price*

At the end of Q4 2024, 2,139 institutions reported holding Vngrd Mrngstr MD-Cap ETF-Usd (VO) in their 13F filings, up 205 from Q3 2024. 91 opened new positions and 58 sold out. The largest holders were Wells Fargo & Company ($5.9B), Jones Financial Companies LLLP ($4.6B) and Bank of America Corp. ($4.4B). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Vngrd Mrngstr MD-Cap ETF-Usd
Filed as
VANGUARD INDEX FDS (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions91$134.9M
Exits58$137.9M

All 13F filers, Q3 2024 → Q4 2024: 8,874,755 shares bought and 2,978,124 shares sold, net +5,896,631 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,139 holders

Wells Fargo & Company 1.43% Add +0.5% 22,395,761 $5.9B
Jones Financial Companies LLLP 4.38% Add +20.5% 17,440,379 $4.6B
Bank of America Corp. 0.41% Add +3.0% 16,558,670 $4.4B
Creative Planning 2.08% Reduce -1.1% 8,086,671 $2.1B
Morgan Stanley 0.14% Add +4.1% 7,673,828 $2.0B
Raymond James Financial Inc. 0.59% — 6,061,609 $1.6B
Northwestern Mutual Wealth Management Co. 1.29% Add +3.5% 5,792,473 $1.5B
UBS Group AG 0.33% Add +1.2% 5,562,655 $1.5B
Ameriprise Financial Inc. 0.23% Reduce -3.1% 3,393,659 $896.0M
LPL Financial LLC 0.33% Add +5.1% 3,035,228 $801.7M
Envestnet Asset Management Inc. 0.24% Reduce -1.1% 2,779,891 $734.3M
PNC Financial Services Group, Inc. 0.42% Add +0.2% 2,375,851 $627.5M
JPMorgan Chase & Co. 0.05% Add +9.7% 2,306,779 $609.3M
Natixis Advisors, LLC 1.08% Add +12.1% 2,180,997 $576.1M
Tiaa Trust, National Association 1.39% Reduce -5.5% 1,729,465 $456.8M
Royal Bank of Canada 0.09% Add +3.9% 1,541,187 $407.1M
Allworth Financial LP 2.08% Add +7.2% 1,368,594 $378.7M
Mariner, LLC 0.62% Add +4.0% 1,399,263 $369.6M
JMG Financial Group, Ltd. 11.74% Add +1.8% 1,303,518 $344.3M
CIBC Private Wealth Group LLC 0.62% Add +3.0% 1,276,174 $340.0M
Commonwealth Equity Services, LLC 0.49% Add +1.3% 1,269,996 $335.4M
Border to Coast Pensions Partnership Ltd 6.26% Add +3.4% 1,210,150 $319.4M
Financial Counselors Inc. 3.38% Add +5.5% 877,652 $231.8M
Cetera Investment Advisers 0.42% Add +0.9% 762,556 $201.4M
Nicholas Hoffman & Company, LLC. 7.88% Add +11.6% 746,133 $197.1M
BNP Paribas Financial Markets 0.15% Reduce -21.0% 741,904 $196.0M
Goldman Sachs Group Inc. 0.04% Reduce -2.0% 722,217 $190.8M
Cerity Partners LLC 0.41% Add +6.9% 721,597 $190.6M
Clearstead Advisors, LLC 2.78% Add +2.2% 690,637 $182.4M
HighTower Advisors, LLC 0.25% Add +7.1% 688,410 $181.8M
Bank of New York Mellon Corp 0.03% Reduce -2.7% 665,513 $175.8M
Mercer Global Advisors Inc. 0.42% Add +29.8% 659,318 $174.1M
Beacon Pointe Advisors, LLC 1.84% Add +0.3% 628,371 $166.0M
Osaic Holdings, Inc. 0.36% Add +1.0% 603,616 $159.5M
Bank of Montreal 0.08% Add +22.4% 601,123 $158.8M
Stifel Financial Corp. 0.16% Add +1.6% 574,132 $151.7M
Pathstone Holdings, LLC 0.67% Reduce -4.2% 572,925 $151.3M
Moneta Group Investment Advisors LLC 2.08% Add +2.3% 562,903 $148.7M
Wealthspire Advisors, LLC 1.46% Add +1.1% 557,214 $147.2M
Truist Financial Corp. 0.22% Add +0.5% 537,265 $141.9M
First Command Advisory Services, Inc. 1.29% Add +3.1% 516,951 $136.5M
MassMutual Private Wealth & Trust, FSB 3.83% Add +6.2% 516,587 $136.4M
Baird Financial Group, Inc. 0.26% Add +3.5% 513,209 $135.6M
Rockefeller Capital Management L.P. 0.33% Add +17.8% 481,904 $127.3M
Fifth Third Bancorp 0.43% Reduce -3.8% 449,225 $118.7M
Choate Investment Advisors 2.72% Add +7038.2% 428,294 $113.1M
1832 Asset Management L.P. 0.20% Add +17.8% 421,615 $111.4M
Millburn Ridgefield LLC 2.68% Add +5.4% 405,078 $107.0M
Catalyst Capital Advisors LLC 2.28% Add +5.4% 405,078 $107.0M
Cullen/Frost Bankers, Inc. 1.46% Add +1.1% 403,082 $106.5M
Joel Isaacson & Co., LLC 4.54% Add +4.9% 381,640 $100.8M
Invictus Private Wealth, LLC 7.48% Add +2.6% 372,513 $98.4M
Cresset Asset Management, LLC 0.47% Reduce -1.1% 370,770 $97.9M
Janney Montgomery Scott LLC 0.27% Reduce -0.7% 365,820 $96.6M
Captrust Financial Advisors 0.27% Reduce -4.9% 393,897 $93.9M
FMR LLC 0.01% Add +3.1% 351,475 $92.8M
Financial Synergies Wealth Advisors, Inc. 11.45% Add +1.3% 349,608 $92.3M
Assetmark, Inc. 0.25% Add +7.6% 341,677 $90.2M
Chicago Partners Investment Group LLC 2.99% Add +1.9% 337,185 $89.8M
MML Investors Services, LLC 0.31% Reduce -0.2% 337,075 $89.0M
CBIZ Investment Advisory Services, LLC 4.39% Add +1.2% 332,760 $87.9M
Trustmark Bank Trust Department 6.45% Add +8.5% 328,840 $86.9M
Larson Financial Group LLC 4.46% Reduce -8.9% 325,661 $86.0M
Bleakley Financial Group, LLC 2.57% Reduce -12.2% 323,802 $85.5M
National Philanthropic Trust 1.14% Add +13.3% 298,302 $78.8M
Corient Private Wealth LP 0.13% Reduce -15.2% 358,363 $76.8M
Manufacturers Life Insurance Company, The 0.07% Reduce -7.1% 289,423 $76.4M
Cambridge Investment Research Advisors, Inc. 0.25% Add +0.7% 282,184 $74.5M
Equitable Holdings, Inc. 0.71% Add +4.4% 281,926 $74.5M
Kestra Advisory Services, LLC 0.39% Reduce -17.0% 268,106 $70.8M
CENTRAL TRUST Co 1.73% Reduce -0.2% 267,972 $70.8M
Nadler Financial Group, Inc. 7.41% Add +0.9% 266,178 $70.3M
NewEdge Advisors, LLC 0.42% Add +15.2% 265,465 $70.1M
Oppenheimer Asset Management Inc. 0.85% Add +2.2% 263,283 $69.5M
Pittenger & Anderson Inc. 2.48% Add +1.8% 258,987 $68.4M
Smithfield Trust Co 3.40% Reduce -1.9% 258,286 $68.2M
Axxcess Wealth Management, LLC 1.66% Add +0.1% 253,457 $66.9M
Capital Asset Advisory Services LLC 3.11% Reduce -0.1% 236,267 $63.1M
Northwest Quadrant Wealth Management, LLC 13.64% Add +0.5% 227,059 $60.0M
Peapack Gladstone Financial Corp. 0.84% Add +0.3% 220,359 $58.2M
American Trust 4.40% Reduce -6.7% 218,969 $57.8M
Schneider Downs Wealth Management Advisors, LP 10.80% Add +9.5% 217,378 $57.4M
Private Advisor Group, LLC 0.31% Reduce -1.0% 208,700 $55.1M
Coldstream Capital Management Inc. 1.14% Reduce -21.0% 203,003 $53.6M
PDS Planning, Inc 4.75% Add +1.6% 202,609 $53.5M
SilverOak Wealth Management LLC 11.51% Add +3.1% 202,512 $53.5M
Comerica Bank 0.21% Add +2.0% 198,011 $52.3M
Venture Visionary Partners LLC 2.22% Add +2.4% 197,905 $52.3M
CX Institutional 2.07% Add +33.1% 197,104 $52.1M
Citizens Financial Group Inc. 1.00% Add +6.8% 193,475 $51.1M
New York Life Investment Management LLC 0.49% Reduce -3.3% 189,376 $50.0M
Fulcrum Capital LLC 9.96% Add +2.2% 180,152 $47.6M
Pine Ridge Advisers LLC 4.17% Add +42.9% 177,662 $46.9M
Sanctuary Advisors, LLC 0.30% Add +4.4% 168,724 $46.9M
Leavell Investment Management, Inc. 2.28% Add +1.9% 175,807 $46.4M
&partners 0.55% Add +53.3% 171,929 $45.8M
Stephens Inc. 0.64% Add +45.0% 173,104 $45.7M
Bessemer Group Inc. 0.07% Reduce -3.6% 170,310 $45.0M
Arax Advisory Partners 2.75% Add +52.6% 165,493 $43.7M
New Hampshire Trust 9.15% Add +3.3% 164,475 $43.4M
Arkansas Financial Group, Inc. 6.99% Reduce -3.4% 163,861 $43.3M
NewEdge Wealth, LLC 0.74% Reduce -2.6% 162,600 $42.9M
TCV Trust & Wealth Management, Inc. 3.91% Reduce -0.2% 160,072 $42.3M
Riverpoint Wealth Management Holdings, LLC 10.85% Reduce -0.9% 157,455 $41.6M
BOK Financial Private Wealth, Inc. 2.97% Reduce -3.4% 154,619 $40.8M
Wealth Enhancement Advisory Services, LLC 0.08% Add +6.7% 152,288 $40.2M
Steward Partners Investment Advisory, LLC 0.35% Add +4.1% 150,490 $39.7M
Kestra Investment Management, LLC 1.56% Add +8.7% 150,133 $39.7M
Bear Mountain Capital, Inc. 15.34% Reduce -1.6% 142,013 $39.4M
GenTrust, LLC 1.71% Add +2.6% 148,294 $39.2M
Associated Banc-Corp 1.13% Add +8.0% 141,515 $37.4M
Heartwood Wealth Advisors LLC 4.20% Add +1.1% 141,132 $37.3M
Ellevest, Inc. 2.15% Reduce -1.9% 140,604 $37.2M
Starr Indemnity & Liability Co 18.28% — 140,160 $37.0M
Regions Financial Corp. 0.27% Reduce -0.6% 139,907 $37.0M
IFC Advisors LLC 8.00% — 138,891 $36.7M
Cutler Investment Counsel LLC 4.50% Add +8.1% 136,878 $36.2M
US Bancorp \de 0.05% Reduce -0.1% 136,661 $36.1M
Stephens Consulting, LLC 9.04% Add +0.8% 136,429 $36.0M
Dechtman Wealth Management, LLC 6.87% Add +4.8% 134,602 $35.6M
Performa Ltd (US), LLC 12.37% Add +10.9% 133,008 $35.1M
Ballast, Inc. 9.81% Reduce -0.7% 129,903 $34.3M
Marquette Asset Management, LLC 5.47% Reduce -2.2% 126,950 $33.5M
Wealthquest Corp 2.72% Add +2.9% 126,653 $33.5M
Perkins Coie Trust Co 7.32% Reduce -2.0% 125,865 $33.2M
Fidato Wealth LLC 24.38% Add +2.1% 123,100 $32.5M
TL Private Wealth 14.51% Reduce -2.2% 120,250 $32.4M
Focus Partners Wealth 0.08% Reduce -79.9% 121,336 $32.0M
Agf Management Ltd. 0.16% Add +0.5% 121,161 $32.0M
Glenmede Trust Co. NA 0.16% Add +1.0% 120,888 $31.9M
BLB&B Advisors, LLC 1.60% Reduce -0.7% 118,814 $31.4M
Thrivent Financial for Lutherans 0.06% Add +7.3% 114,326 $30.9M
Conrad Siegel Investment Advisors, Inc. 8.31% Add +0.2% 116,811 $30.9M
Quadrature Capital Ltd 0.62% New 116,700 $30.8M
Blankinship & Foster, LLC 7.58% Add +4.0% 116,642 $30.8M
Pandi, LLC 4.57% — 115,868 $30.6M
Sagespring Wealth Partners, LLC 0.79% — 112,564 $29.7M
SP Asset Management LLC 2.48% Reduce -0.1% 112,048 $29.6M
Avantax Advisory Services, Inc. 0.19% Add +3.9% 111,775 $29.5M
Bouchey Financial Group, Ltd. 2.58% Add +8.3% 111,719 $29.5M
Northern Trust Corp. 0.00% Add +6.2% 111,263 $29.4M
Arrow Financial Corp 2.78% Reduce -4.4% 110,986 $29.3M
First Manhattan Co. Llc. 0.08% Add +0.6% 109,411 $28.9M
Ashton Thomas Private Wealth, LLC 1.12% Add +3.4% 108,922 $28.8M
Blair William & Co. 0.08% Add +5.2% 107,123 $28.3M
Lido Advisors, LLC 0.18% Add +54.3% 106,695 $28.2M
Enclave Advisors LLC 4.63% Add +12.9% 106,625 $28.2M
MAI Capital Management 0.21% Add +17.0% 106,523 $28.1M
DT Investment Partners, LLC 2.35% Reduce -6.2% 105,047 $27.7M
World Investment Advisors 0.76% Add +7.3% 104,832 $27.7M
AMG National Trust Bank 0.76% Add +10.7% 104,638 $27.6M
Phillips Financial Management, LLC 2.17% Reduce -1.8% 104,300 $27.5M
Integrated Wealth Concepts LLC 0.32% Add +2.0% 104,149 $27.5M
Wesbanco Bank Inc. 0.93% Add +9.1% 102,852 $27.2M
SigFig Wealth Management, LLC 0.98% Add +28.4% 102,400 $27.0M
Cranbrook Wealth Management, LLC 6.20% Reduce -0.1% 101,217 $26.7M
Whittier Trust Co. 0.34% Reduce -4.9% 97,116 $25.7M
Country Trust Bank 0.63% Add +9.1% 94,931 $25.1M
ProVise Management Group, LLC 2.15% Add +0.5% 94,901 $25.1M
OneDigital Investment Advisors LLC 0.29% Add +3.7% 94,709 $25.0M
Searcy Financial Services Inc. 11.53% Reduce -0.5% 94,556 $25.0M
St Germain D J Co. Inc. 1.13% Reduce -1.0% 94,359 $24.9M
Pure Financial Advisors, LLC 0.57% Reduce -2.3% 94,174 $24.9M
Nicolet Advisory Services, LLC 2.28% Reduce -0.1% 94,641 $24.9M
HB Wealth Management, LLC 0.25% Add +2.4% 93,989 $24.8M
Axiom Financial Strategies, LLC 13.72% Reduce -5.2% 93,120 $24.6M
Brown Advisory Inc. 0.03% Add +14.3% 93,107 $24.6M
Condor Capital Management 2.16% Add +0.4% 92,828 $24.5M
American Financial Advisors, LLC 3.45% Reduce -0.5% 92,733 $24.5M
GeoWealth Management, LLC 0.80% Add +6.6% 92,340 $24.4M
BCK Partners, Inc. 14.89% Reduce -23.3% 91,971 $24.3M
Fiducient Advisors LLC 2.96% Reduce -8.7% 90,606 $23.9M
Woodmont Investment Counsel LLC 1.73% Reduce -0.4% 88,699 $23.4M
Empower Advisory Group, LLC 0.08% Add +0.8% 88,681 $23.4M
SOL Capital Management CO 2.60% Reduce -2.5% 88,243 $23.3M
Whittier Trust Co. of Nevada Inc. 0.57% Reduce -0.0% 87,988 $23.2M
C V Starr & Co. Inc. 18.03% — 87,465 $23.1M
Glenview Trust Co 0.43% Reduce -0.7% 87,447 $23.1M
Full Sail Capital, LLC 1.46% Reduce -3.1% 86,646 $22.9M
Concourse Financial Group Securities, Inc. 1.29% Reduce -3.3% 82,336 $22.8M
Atria Wealth Solutions, Inc. 0.25% Reduce -7.1% 85,048 $22.5M
Pathway Financial Advisors LLC 5.14% Add +1.6% 84,526 $22.3M
Round Rock Advisors LLC 4.57% Add +0.1% 84,353 $22.3M
Wolff Financial Management LLC 6.18% Add +0.3% 84,263 $22.3M
Independent Advisor Alliance 0.29% Add +6229.8% 82,920 $21.9M
Wooster Corthell Wealth Management, Inc. 4.74% Reduce -1.0% 82,474 $21.8M
Montag A & Associates Inc. 1.03% Add +35.3% 82,275 $21.7M
Simmons Bank 1.58% Reduce -4.6% 82,034 $21.7M
Mesirow Financial Investment Management, Inc. 0.43% Reduce -50.7% 81,235 $21.5M
Oak Hill Wealth Advisors, LLC 5.10% — 81,051 $21.4M
Founders Financial Securities LLC 1.91% Add +0.1% 80,238 $21.2M
Prudent Investors Network, Inc. 6.14% Add +4.8% 79,430 $21.0M
McIlrath & Eck, LLC 2.67% Add +3.1% 79,323 $21.0M
Horizon Investments, LLC 0.60% Add +0.3% 78,580 $20.8M
Bokf, NA 0.35% Add +14.9% 78,805 $20.7M
Transamerica Financial Advisors, LLC 2.00% Reduce -1.6% 76,674 $20.3M
Marietta Wealth Management, LLC 2.88% Add +0.8% 76,078 $20.1M
Modera Wealth Management, LLC 0.24% Add +594.2% 75,312 $19.9M
Retirement Financial Solutions, LLC 10.50% Reduce -0.7% 73,688 $19.5M
Mason & Associates, LLC 5.79% Add +4.9% 73,378 $19.4M
Cadence Bank 1.30% Add +5.9% 72,708 $19.2M
Berkshire Asset Management LLC 0.90% Reduce -11.4% 68,950 $19.1M
FIDELIS iM, LLC 9.32% Reduce -12.3% 71,880 $19.0M
Trust Co of the South 3.87% Add +12.2% 71,869 $19.0M
Fidelis Capital Partners, LLC 1.90% Add +23.2% 69,072 $19.0M
Stratos Wealth Advisors, LLC 0.91% Reduce -7.0% 71,540 $18.9M
Burling Wealth Partners, LLC 3.80% — 70,541 $18.6M
Tectonic Advisors LLC 1.22% Add +3.0% 70,476 $18.6M
Wealthspire Retirement, LLC 1.47% Add +3.6% 70,284 $18.6M
Great Valley Advisor Group, Inc. 0.41% Add +11.0% 69,197 $18.3M
Mitchell McLeod Pugh & Williams Inc. 3.81% Add +9.9% 68,789 $18.2M
Salem Investment Counselors Inc. 0.59% Add +0.8% 68,612 $18.1M
Advantage Trust Co 10.60% Add +4.5% 68,231 $18.0M
Baltimore-Washington Financial Advisors, Inc. 0.94% Add +1.6% 68,153 $18.0M
Pinnacle Financial Partners Inc 0.36% Add +2.6% 67,876 $17.9M
Heritage Investors Management Corp. 0.58% Reduce -2.7% 67,660 $17.9M
Praetorian Wealth Management, Inc. 4.33% Reduce -0.9% 67,547 $17.8M
Twele Capital Management, Inc. 3.76% Add +7.3% 67,165 $17.7M
Northeast Investment Management 0.79% Add +2.5% 67,116 $17.7M
Shufro Rose & Co. LLC 1.38% Add +145.2% 67,086 $17.7M
Zhang Financial LLC 1.01% Add +15.1% 66,885 $17.7M
Envestnet Portfolio Solutions, Inc. 0.06% Reduce -4.4% 66,545 $17.6M
Exencial Wealth Advisors, LLC 0.65% Reduce -3.7% 66,351 $17.5M
Von Berge Wealth Management Group, LLC 10.55% Add +0.5% 62,742 $17.4M
First Horizon Advisors, Inc. 0.49% Reduce -4.0% 65,712 $17.4M
Ballentine Partners, LLC 0.29% Add +1.4% 64,990 $17.2M
Crane Advisory, LLC 3.00% Add +3.4% 64,025 $17.1M
Veracity Capital LLC 6.18% Add +4.4% 64,330 $17.0M
Grey Fox Wealth Advisors, LLC 4.60% Add +2.3% 63,454 $16.8M
Sage Rhino Capital LLC 3.65% Reduce -1.9% 63,378 $16.7M
Oppenheimer & Co. Inc. 0.25% Add +12.1% 62,746 $16.6M
Summit Financial, LLC 0.58% Add +8.5% 62,524 $16.5M
Betterment LLC 0.04% Add +61.8% 62,028 $16.4M
Staley Capital Advisers Inc. 0.72% Reduce -2.2% 61,437 $16.2M
Marshall Financial Group Inc. 4.96% Add +1.3% 61,394 $16.2M
AJ Advisors, LLC 8.40% Reduce -0.0% 61,258 $16.2M
Tarbox Family Office, Inc. 2.66% Add +0.1% 61,105 $16.1M
Choreo, LLC 0.23% Add +4.5% 61,086 $16.1M
Riverview Capital Advisers, LLC 4.82% Add +0.2% 60,435 $16.0M
Patriot Investment Management Group, Inc. 1.19% Reduce -2.9% 60,025 $15.9M
TrueWealth Financial Partners 9.80% Add +1.0% 59,773 $15.8M
Benjamin Edwards Inc. 0.23% Add +12.0% 59,578 $15.7M
Johnson Bixby & Associates, LLC 2.40% Add +5.4% 59,516 $15.7M
Intrust Bank NA 1.57% Add +2.6% 58,677 $15.5M
NORTHSTAR ASSET MANAGEMENT Co 3.51% Reduce -0.0% 58,054 $15.3M
Merit Financial Group, LLC 0.27% Add +14.1% 57,718 $15.2M
Single Point Partners, LLC 3.50% New 57,528 $15.2M
Frisch Financial Group, Inc. 4.53% Reduce -0.7% 56,722 $15.0M
Investments & Financial Planning, LLC 9.20% Add +1.1% 56,484 $14.9M
Nations Financial Group Inc, /Ia/ 1.09% Reduce -6.1% 56,399 $14.9M
D.A. Davidson & Co. 0.12% Add +0.5% 56,185 $14.8M
Sierra Capital LLC 1.76% Reduce -0.1% 56,178 $14.8M
Parallel Advisors, LLC 0.33% Add +0.6% 56,090 $14.8M
Wedmont Private Capital 0.78% Add +8.6% 56,244 $14.8M
Avidian Wealth Enterprises, LLC 0.66% Reduce -2.2% 55,541 $14.7M
Roof Eidam Maycock Peralta, LLC 3.69% Add +2.1% 54,067 $14.3M
Sepio Capital, LP 1.14% Add +31.9% 53,944 $14.2M
Principal Financial Group Inc. 0.01% Add +88.2% 53,712 $14.2M
Daymark Wealth Partners, LLC 0.59% Add +57.5% 53,282 $14.1M
Iron Horse Wealth Management, LLC 4.70% Add +3.0% 53,010 $14.0M
James Reed Financial Services, Inc. 14.57% — 52,884 $14.0M
Fee-Only Financial Planning, L.C. 8.95% Reduce -0.7% 52,467 $13.9M
Buck Wealth Strategies, LLC 2.87% Add +80.1% 52,238 $13.8M
Geller Advisors LLC 0.90% No change 52,086 $13.8M
Sylvest Advisors, LLC 8.44% — 51,954 $13.7M
DORVAL Corp 5.44% Add +2.3% 51,807 $13.7M
Carnegie Investment Counsel 0.39% Add +3.4% 51,727 $13.7M
US Financial Advisors, LLC 4.20% Add +1.3% 51,707 $13.7M
Legend Financial Advisors, Inc. 9.61% Reduce -1.0% 51,585 $13.6M
Cook Wealth, LLC 6.39% Add +11.6% 49,101 $13.6M
Jackson, Grant Investment Advisers, Inc. 5.24% Add +3.3% 51,538 $13.6M
Kiely Wealth Advisory Group, Inc. 8.72% Reduce -2.3% 48,769 $13.6M
Apella Capital, LLC 0.52% Add +6.5% 51,315 $13.6M
McAdam, LLC 0.74% Add +1.2% 51,102 $13.5M
Cordgrass Capital Advisors, LLC 3.90% Add +1.4% 50,864 $13.4M
Core Wealth Advisors, Inc. 4.42% Reduce -2.0% 50,784 $13.4M
Consilio Wealth Advisors, LLC 5.48% Reduce -0.9% 50,703 $13.4M
Ruggaard & Associates LLC 5.87% Add +0.2% 50,685 $13.4M
M Holdings Securities, Inc. 2.10% New 49,429 $13.1M
Centerline Wealth Advisors, LLC 7.56% — 49,000 $12.9M
Capital Planning LLC 3.38% Add +1.2% 48,795 $12.9M
Scott Capital Advisors, LLC 3.70% Add +1.4% 48,737 $12.9M
Hillman Co. 5.40% No change 48,319 $12.8M
TD Private Client Wealth LLC 0.36% Reduce -0.1% 48,156 $12.7M
Whelan Financial 4.98% Reduce -1.0% 47,960 $12.7M
Brand Asset Management Group, Inc. 5.14% Reduce -2.0% 47,880 $12.6M
Next Level Wealth Planning, LLC 9.91% — 47,676 $12.6M
Vanguard Group Inc. 0.00% Add +10.4% 47,637 $12.6M
Caprock Group, LLC 0.41% Add +1.9% 47,504 $12.5M
jvl associates llc 4.75% Reduce -0.8% 47,477 $12.5M
Manchester Capital Management LLC 1.44% Add +1.6% 46,991 $12.4M
Alliancebernstein L.P. 0.00% Reduce -9.0% 46,977 $12.4M
Cornerstone Advisory, LLC 1.41% Add +39.6% 44,961 $12.4M
Citigroup Inc. 0.01% Add +43.9% 46,890 $12.4M
Custos Family Office, LLC 4.33% Add +7.1% 46,854 $12.4M
TriaGen Wealth Management LLC 4.17% Add +0.7% 46,801 $12.4M
Roundview Capital LLC 0.86% Add +3.1% 46,793 $12.4M
First National Corp. /Ma/ 2.79% Add +1.5% 46,698 $12.3M
Bridges Investment Management Inc. 0.17% Add +0.1% 46,511 $12.3M
McNaughton Wealth Management, LLC 5.89% Add +0.6% 46,272 $12.2M
Graypoint LLC 0.74% Reduce -7.7% 46,212 $12.2M
Pinnacle Associates Ltd. 0.17% Add +7.9% 46,208 $12.2M
Towerpoint Wealth, LLC 5.96% Add +27.2% 46,077 $12.2M
Meridian Management Co. 3.20% Reduce -13.7% 45,999 $12.1M
Gemmer Asset Management LLC 1.19% Reduce -4.7% 45,953 $12.1M
Asset Management Group, Inc. 2.14% Add +3.1% 45,602 $12.0M
EnRich Financial Partners LLC 3.98% Add +3.7% 45,254 $12.0M
Sandy Cove Advisors, LLC 4.69% Reduce -0.2% 45,251 $12.0M
LBMC Investment Advisors, LLC 0.93% Reduce -0.5% 44,524 $11.8M
VSM Wealth Advisory, LLC 4.18% — 44,347 $11.7M
Connable Office Inc. 1.21% New 44,114 $11.7M
Principal Securities, Inc. 0.26% Add +2.4% 44,066 $11.6M
Black Diamond Financial, LLC 1.74% Reduce -0.3% 44,042 $11.6M
Somnio Financial Group, LLC 9.28% Add +3.3% 43,949 $11.6M
James J. Burns & Company, LLC 2.01% Add +6.4% 43,826 $11.6M
Ironsides Asset Advisors, LLC 3.27% Add +0.3% 43,233 $11.4M
Advyzon Investment Management, LLC 4.39% — 43,102 $11.4M
Anderson Hoagland & Co. 1.16% Reduce -3.3% 41,273 $11.3M
Concurrent Investment Advisors, LLC 0.31% Reduce -0.6% 42,657 $11.3M
Franklin Resources Inc. 0.00% Add +4.6% 42,627 $11.3M
Waverly Advisors, LLC 0.17% Add +19.8% 42,377 $11.2M
Fort Point Capital Partners LLC 1.25% Add +144.2% 42,357 $11.2M
Arkos Global Advisors 1.63% Reduce -1.8% 42,092 $11.1M
Bank of New Hampshire 2.85% Reduce -2.3% 41,950 $11.1M
KMG Fiduciary Partners, LLC 0.92% Reduce -2.0% 41,864 $11.1M
Ancora Advisors LLC 0.25% Reduce -1.1% 41,779 $11.0M
Antonelli Financial Advisors, LLC 9.31% — 41,712 $11.0M
Aries Wealth Management 3.01% Add +1.0% 41,405 $10.9M
Rooted Wealth Advisors, Inc. 4.28% Add +4572.5% 41,165 $10.9M
Red Wave Investments LLC 3.82% Reduce -3.2% 41,332 $10.9M
Lowe Brockenbrough & Co. Inc. 0.70% Reduce -3.1% 41,306 $10.9M
Wealthcare Advisory Partners LLC 0.30% Add +0.8% 40,907 $10.8M
Noble Family Wealth, LLC 2.96% Reduce -0.5% 40,715 $10.8M
Avion Wealth 2.76% Reduce -1.1% 40,638 $10.7M
Gratus Wealth Advisors, LLC 1.71% Reduce -0.8% 40,494 $10.7M
NorthCoast Asset Management LLC 0.05% Add +6.9% 40,285 $10.6M
CRA Financial Services, LLC 1.82% Add +5.7% 40,251 $10.6M
New Insight Wealth Advisors 5.32% Add +1.2% 40,246 $10.6M
Drive Wealth Management, LLC 2.59% Add +9.5% 40,024 $10.6M
ForthRight Wealth Management, LLC 3.52% Add +1.6% 39,991 $10.6M
Sebold Capital Management, Inc. 7.08% Reduce -0.4% 39,989 $10.6M
First National Bank Sioux Falls 4.47% Add +15.4% 39,701 $10.5M
Rossmore Private Capital 1.29% Reduce -5.4% 39,542 $10.4M
Aspire Capital Advisors LLC 2.98% Reduce -0.5% 39,472 $10.4M
Stratos Wealth Partners, LTD. 0.15% Reduce -17.7% 39,225 $10.4M
Commerce Bank 0.06% Reduce -1.4% 39,217 $10.4M
JDM Financial Group LLC 5.35% Reduce -0.5% 38,971 $10.3M
Savant Capital, LLC 0.08% Reduce -14.6% 38,928 $10.3M
Hall Capital Management Co. Inc. 4.77% — 38,741 $10.2M
David Kennon Inc 4.03% Add +0.5% 38,681 $10.2M
Randall & Associates Wealth Management 8.47% Add +61.0% 38,640 $10.2M
Renaissance Technologies 0.02% Add +1145.2% 38,600 $10.2M
Avior Wealth Management, LLC 0.37% Add +7.9% 40,509 $10.2M
Goldstone Financial Group, LLC 1.59% Add +20.9% 38,415 $10.1M
Freedom Financial Partners LLC 4.88% — 38,288 $10.1M
F/m Investments LLC 0.37% Add +14.0% 38,240 $10.1M
Canandaigua National Bank & Trust Co. 1.00% Reduce -0.9% 38,177 $10.1M
BTG Pactual Asset Management US LLC 1.30% Reduce -4.3% 36,622 $10.1M
Gray Wealth Management Inc. 3.77% Add +4.7% 37,657 $9.9M
Sfm, LLC 6.98% Reduce -1.5% 37,521 $9.9M
Fortitude Family Office, LLC 3.53% Add +19.7% 37,431 $9.9M
Cozad Asset Management Inc. 0.92% Add +9.5% 37,328 $9.9M
J.W. Cole Advisors, Inc. 0.40% Add +7.2% 37,324 $9.9M
Traction Financial Partners, LLC 7.64% Add +2.4% 37,223 $9.8M
Private Advisory Group LLC 1.10% Add +2.4% 37,148 $9.8M
Daner Wealth Management, LLC 7.18% — 35,230 $9.8M
Parr McKnight Wealth Management Group, LLC 1.40% — 36,980 $9.8M
Zuckerman Investment Group, LLC 0.92% Add +5.3% 34,795 $9.6M
Beacon Financial Strategies CORP 6.36% Add +3.1% 36,022 $9.5M
Centered Wealth LLC dba Miller Equity Capital Advisors 3.62% Add +0.8% 35,935 $9.5M
Horizons Wealth Management 7.33% Add +1.0% 35,792 $9.5M
Townsquare Capital LLC 0.11% Add +51.6% 35,725 $9.4M
Global Retirement Partners, LLC 0.27% Reduce -0.1% 35,577 $9.4M
Curi Capital, LLC 0.22% Reduce -0.3% 35,336 $9.3M
Addis & Hill, Inc 6.89% Add +13.2% 35,274 $9.3M
Bailard, Inc. 0.24% No change 35,182 $9.3M
Wheelhouse Advisory Group LLC 5.51% Add +5.0% 35,164 $9.3M
Prospera Financial Services Inc 0.22% Add +1.3% 35,092 $9.3M
Sage Financial Group Inc. 0.75% Add +3.6% 35,070 $9.3M
Smith & Howard Wealth Management, LLC 2.61% Reduce -1.0% 34,979 $9.2M
Kestra Private Wealth Services, LLC 0.16% Add +3.0% 34,844 $9.2M
Elevation Wealth Partners, LLC 3.86% Add +7.4% 34,570 $9.1M
Texas Yale Capital Corp. 0.36% Add +0.7% 34,366 $9.1M
Financial Futures Ltd Liability Co. 5.14% Reduce -5.8% 34,277 $9.1M
First Bancorp, Inc 6.17% Add +4.8% 34,168 $9.0M
Meridian Wealth Advisors, LLC 1.49% Add +7.2% 34,160 $9.0M
B. Riley Wealth Advisors, Inc. 0.30% Reduce -17.1% 34,109 $9.0M
Forvis Mazars Wealth Advisors, LLC 0.21% Reduce -13.8% 34,061 $9.0M
Sagace Wealth Management LLC 6.71% Add +132.7% 33,904 $9.0M
Kingsview Wealth Management, LLC 0.17% Add +7.6% 33,824 $8.9M
TD Capital Management LLC 0.91% Reduce -2.3% 33,794 $8.9M
Manning & Napier Advisors LLC 0.10% Add +0.1% 33,771 $8.9M
Houlihan Financial Resource Group, Ltd. 3.77% Reduce -4.7% 33,460 $8.8M
Valmark Advisers, Inc. 0.14% Add +0.7% 33,375 $8.8M
Prosperitas Financial LLC 4.44% Add +1.8% 33,250 $8.8M
Ethos Financial Group, LLC 1.15% Add +3697.9% 33,194 $8.8M
4Thought Financial Group Inc. 5.43% Reduce -8.2% 33,103 $8.7M
OneAscent Financial Services LLC 0.74% New 33,100 $8.7M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.92% Reduce -0.0% 33,068 $8.7M
Diversify Wealth Management, LLC 0.68% Add +8.2% 33,230 $8.7M
Whitegate Investment Counselors, Inc. 2.98% Reduce -53.8% 32,948 $8.7M
CoreCap Advisors, LLC 0.39% Add +6.5% 32,443 $8.6M
Morningstar Investment Services LLC 0.78% Reduce -89.6% 32,367 $8.5M
Prime Capital Investment Advisors, LLC 0.12% Reduce -3.0% 32,316 $8.5M
Almanack Investment Partners, LLC. 1.31% Reduce -4.0% 32,276 $8.5M
Waller Financial Planning Group, Inc. 2.15% Add +6.0% 32,241 $8.5M
Grove Bank & Trust 1.18% Add +27.8% 32,165 $8.5M
Keybank National Association 0.03% Add +6.4% 32,140 $8.5M
Evermay Wealth Management LLC 1.28% Reduce -0.1% 31,997 $8.5M
Principle Wealth Partners LLC 0.59% Add +1.7% 31,927 $8.4M
Acropolis Investment Management, LLC 0.50% Reduce -0.2% 31,874 $8.4M
O'Connor Financial Group LLC 4.39% Reduce -0.5% 31,772 $8.4M
Kathleen S. Wright Associates Inc. 3.49% Add +6.5% 31,750 $8.4M
Fischer Investment Strategies, LLC 6.60% Add +34.7% 31,452 $8.3M
Headinvest, LLC 1.56% Add +7.7% 31,285 $8.3M
Bradley Foster & Sargent Inc. 0.14% Reduce -3.2% 31,184 $8.2M
Financial Management Professionals, Inc. 1.03% Add +1.3% 30,925 $8.2M
Verus Financial Partners, Inc. 0.91% Reduce -4.5% 30,756 $8.1M
Dakota Wealth Management 0.19% Add +3.2% 30,537 $8.1M
FLC Capital Advisors 1.85% Add +1.4% 30,419 $8.0M
Family Investment Center, Inc. 2.03% Reduce -1.6% 30,267 $8.0M
Optas, LLC 1.72% Add +1.5% 30,150 $8.0M
Texas Capital Bank Wealth Management Services Inc 0.81% Reduce -11.2% 30,093 $7.9M
Warner Financial, Inc. 3.41% Add +2.0% 30,050 $7.9M
Harbor Advisory Corp. 2.59% Add +16.6% 29,896 $7.9M
Caldwell Trust Co 0.82% Add +1.4% 29,873 $7.9M
Qube Research & Technologies Ltd 0.01% Reduce -4.4% 29,813 $7.9M
Howe & Rusling Inc. 0.68% Add +2.9% 29,802 $7.9M
M&T Bank Corp 0.03% Add +1.2% 29,695 $7.8M
Nikulski Financial, Inc. 2.30% Add +0.5% 29,683 $7.8M
Capital Investment Advisory Services, LLC 0.75% Reduce -4.9% 29,575 $7.8M
Cary Street Partners Financial LLC 0.25% — 29,572 $7.8M
Uptown Financial Advisors LLC 8.38% — 29,432 $7.8M
Crestwood Advisors Group, LLC 0.15% Add +1.6% 29,379 $7.8M
CPA Asset Management Group, LLC 3.60% Add +15.6% 29,318 $7.7M
EP Wealth Advisors, LLC 0.06% Add +1.5% 29,222 $7.7M
XML Financial, LLC 0.71% Add +6.5% 29,210 $7.7M
Greenbush Financial Group, LLC 4.06% — 29,159 $7.7M
Visionary Wealth Advisors 0.45% Reduce -0.9% 29,131 $7.7M
Gill Capital Partners, LLC 2.74% Reduce -0.3% 28,888 $7.6M
1900 Wealth Management LLC 0.64% Reduce -2.6% 28,856 $7.6M
Chesley Taft & Associates LLC 0.35% Add +0.9% 28,458 $7.5M
MorganRosel Wealth Management, LLC 2.46% Add +2.6% 28,414 $7.5M
Beirne Wealth Consulting Services, LLC 2.68% Add +0.4% 28,116 $7.4M
RKL Wealth Management LLC 0.66% Reduce -9.2% 28,043 $7.4M
TruWealth Advisors, LLC 0.45% Reduce -0.5% 27,975 $7.4M
Quest Investment Management LLC 0.85% Reduce -1.1% 27,834 $7.4M
Wealthedge Investment Advisors, LLC 3.31% — 27,805 $7.3M
Holos Integrated Wealth LLC 5.01% — 27,766 $7.3M
Elwood & Goetz Wealth Advisory Group, LLC 1.77% Add +0.5% 27,544 $7.3M
Bridgewealth Advisory Group, LLC 2.05% Add +17.9% 26,211 $7.2M
Integrated Advisors Network LLC 0.35% Add +1.6% 27,396 $7.2M
Tsfg, LLC 1.47% Add +3.0% 27,178 $7.2M
JNBA Financial Advisors 0.73% Reduce -0.9% 27,168 $7.2M
Financial Engines Advisors L.L.C. 0.02% Add +17.0% 27,122 $7.2M
Beam Wealth Advisors, Inc. 2.27% Add +3.0% 27,113 $7.2M
Advisory Services Network, LLC 0.13% Add +4.3% 27,080 $7.2M
Mgo One Seven LLC 0.27% Add +8.8% 26,975 $7.1M
Amara Financial, Llc. 6.57% Add +7.2% 26,953 $7.1M
Benchmark Financial Wealth Advisors, LLC 2.28% Add +2.4% 26,889 $7.1M
Blackston Financial Advisory Group, LLC 3.54% Reduce -0.5% 26,880 $7.1M
Cwm, LLC 0.03% Add +90.3% 26,879 $7.1M
Creekside Partners 3.67% Add +2.0% 26,790 $7.1M
WASHINGTON TRUST Co 0.25% Add +7.5% 26,745 $7.1M
Vident Advisory, LLC 0.12% Add +100.0% 26,724 $7.1M
Bull Oak Capital, LLC 3.92% Add +4.4% 26,680 $7.0M
Park Avenue Securities LLC 0.07% Add +4.5% 26,530 $7.0M
Sawgrass Asset Management LLC 0.77% Add +2.5% 26,458 $7.0M
Aveo Capital Partners, LLC 0.76% Reduce -1.1% 26,303 $6.9M
Nwam LLC 0.43% Add +2.7% 26,299 $6.9M
Fiduciary Advisors, Inc. 6.97% — 26,212 $6.9M
Horizon Family Wealth, Inc. 4.58% Add +7.1% 26,088 $6.9M
WMS Partners, LLC 0.39% Reduce -3.0% 26,055 $6.9M
Bristlecone Advisors, LLC 0.54% Add +1.6% 26,052 $6.9M
Brighton Jones LLC 0.20% Add +127.4% 26,032 $6.9M
May Hill Capital, LLC 2.64% — 25,839 $6.8M
Fonville Wealth Management LLC 2.25% Add +4.5% 25,776 $6.8M
Forum Private Client Group LLC 3.02% Add +3.7% 25,768 $6.8M
Parsons Capital Management Inc. 0.37% Add +3.1% 25,562 $6.8M
Cahill Financial Advisors Inc. 0.91% Add +0.3% 25,479 $6.7M
Ameraudi Asset Management, Inc. 3.71% Reduce -30.8% 25,430 $6.7M
Northcape Wealth Management, LLC 2.15% Reduce -0.6% 25,205 $6.7M
United Bank 0.79% Reduce -3.0% 25,049 $6.6M
Federation des caisses Desjardins du Quebec 0.03% Add +9.8% 25,004 $6.6M
Moneco Advisors, LLC 0.69% Reduce -7.0% 24,608 $6.5M
Ameritas Advisory Services, LLC 0.22% Reduce -44.1% 24,588 $6.5M
Essex Financial Services, Inc. 0.46% Add +2.9% 24,585 $6.5M
First Merchants Corp. 0.25% Add +2.0% 24,468 $6.5M
Drucker Wealth 3.0, LLC 1.49% Add +42.2% 24,413 $6.4M
Compound Planning, Inc. 0.32% Add +27.5% 24,327 $6.4M
Synovus Financial Corp. 0.08% Reduce -45.7% 24,235 $6.4M
Gladstone Institutional Advisory LLC 0.30% Add +6.1% 24,224 $6.4M
Walkner Condon Financial Advisors LLC 1.29% Reduce -1.7% 24,094 $6.4M
Johnson Investment Counsel Inc. 0.06% Add +0.8% 24,069 $6.4M
Steph & Co. 2.14% Reduce -2.7% 24,015 $6.3M
Farrell Financial LLC 4.53% Reduce -0.2% 24,000 $6.3M
Cascade Financial Partners, LLC 0.82% Reduce -0.9% 23,848 $6.3M
Culbertson A N & Co. Inc. 1.00% Add +0.0% 23,827 $6.3M
Wescott Financial Advisory Group, LLC 0.65% Reduce -15.8% 23,720 $6.3M
Envision Financial LLC 4.99% — 23,570 $6.2M
KFA Private Wealth Group, LLC 2.60% Reduce -7.8% 23,508 $6.2M
Sowell Financial Services LLC 0.33% Reduce -9.6% 23,507 $6.2M
Cypress Wealth Services, LLC 1.25% Reduce -3.2% 23,474 $6.2M
Bernardo Wealth Planning LLC 1.48% Reduce -31.8% 23,590 $6.2M
Capital Advantage, Inc. 1.12% Add +8.1% 23,191 $6.1M
Harbour Investments, Inc. 0.18% Add +4.8% 23,118 $6.1M
Ausdal Financial Partners, Inc. 0.53% Reduce -3.1% 23,054 $6.1M
Gilman Hill Asset Management, LLC 1.06% Add +19.9% 22,987 $6.1M
Sigma Planning Corp 0.19% Reduce -1.4% 22,861 $6.0M
Lokken Investment Group LLC 2.60% Reduce -3.0% 22,809 $6.0M
CAP Partners, LLC 4.24% Reduce -0.7% 22,792 $6.0M
United Capital Financial Advisors, LLC 0.05% Add +0.4% 22,732 $6.0M
First PREMIER Bank 1.53% Reduce -0.3% 22,711 $6.0M
Trinity Financial Advisors LLC 2.26% Add +91.4% 22,565 $6.0M
One Capital Management, LLC 0.20% Reduce -0.5% 22,434 $5.9M
MBL Wealth, LLC 0.59% Reduce -1.5% 22,273 $5.9M
PAX Financial Group, LLC 1.05% Reduce -5.5% 22,124 $5.8M
Councilor Wealth, LLC 2.78% Add +9.8% 22,121 $5.8M
Latko Wealth Management, Ltd. 3.43% Reduce -1.0% 21,896 $5.8M
Capital Insight Partners, LLC 1.00% Reduce -2.0% 21,872 $5.8M
Kagan Cocozza Asset Management 4.79% — 21,855 $5.8M
Mystic Asset Management, Inc. 1.55% Reduce -0.1% 21,829 $5.8M
Rialto Wealth Management, LLC 1.90% — 21,816 $5.8M
Grant Street Asset Management, Inc. 1.48% Add +6.0% 21,468 $5.7M
Benchmark Wealth Management, LLC 2.79% Add +0.2% 21,465 $5.7M
Retirement Planning Group, LLC 0.28% Reduce -29.9% 21,266 $5.6M
DAVENPORT & Co LLC 0.03% Reduce -1.0% 21,128 $5.6M
Jackson Square Capital, LLC 1.34% Add +114.4% 21,119 $5.6M
Strategic Investment Advisors / MI 0.59% Add +8.0% 21,003 $5.5M
Perigon Wealth Management, LLC 0.14% Add +2.5% 20,253 $5.5M
Robinswood Financial LLC 2.07% Reduce -0.6% 20,741 $5.5M
William Mack & Associates, Inc. 5.73% — 20,729 $5.5M
Algorithmic Investment Models, LLC 4.22% No change 20,727 $5.5M
Continuum Advisory, LLC 0.70% Add +0.5% 20,707 $5.5M
Advisors Capital Management, LLC 0.09% Add +0.2% 20,652 $5.5M
Spinnaker Trust 0.34% Add +0.9% 20,637 $5.5M
Clayton Financial Group LLC 1.96% Add +3.0% 20,616 $5.4M
Centurion Wealth Management LLC 1.69% Add +0.3% 20,506 $5.4M
Destiny Wealth Partners, LLC 0.88% Add +2.1% 20,505 $5.4M
Refined Wealth Management 4.12% Reduce -0.7% 20,472 $5.4M
FDx Advisors, Inc. 1.57% Add +128.7% 20,294 $5.4M
Kendall Capital Management 1.55% No change 20,042 $5.3M
Bartlett & Co. Wealth Management LLC 0.08% Reduce -3.4% 20,040 $5.3M
Factor Wealth Management LTD 1.75% — 20,008 $5.3M
Calamos Wealth Management LLC 0.27% Add +0.1% 19,999 $5.3M
O'shaughnessy Asset Management, LLC 0.04% Add +64.9% 19,991 $5.3M
Roger Wittlin Investment Advisory, LLC 2.92% Add +0.4% 19,754 $5.2M
Sage Mountain Advisors LLC 0.38% Add +10.0% 19,740 $5.2M
RFG Advisory, LLC 0.15% Reduce -5.7% 19,716 $5.2M
Titleist Asset Management, LLC 0.60% Add +233.6% 19,666 $5.2M
Merriman Wealth Management, LLC 0.21% Reduce -3.3% 19,529 $5.2M
D.B. Root & Company, LLC 1.64% New 19,475 $5.1M
Scotia Capital Inc. 0.03% Reduce -0.1% 19,445 $5.1M
Mutual Advisors, LLC 0.15% Reduce -8.1% 18,846 $5.1M
Stratos Investment Management, LLC 0.31% Reduce -1.5% 19,425 $5.1M
Marquette Associates, Inc. 4.21% Add +3.5% 19,226 $5.1M
GFS Advisors, LLC 0.77% New 19,135 $5.1M
StoneX Group Inc. 0.28% Reduce -1.6% 19,098 $5.0M
King Wealth Management Group 0.73% Add +13.6% 18,977 $5.0M
Legacy Edge Advisors, LLC 0.80% Add +7.7% 18,968 $5.0M
BBR Partners, LLC 0.35% Add +0.1% 18,954 $5.0M
Regal Investment Advisors LLC 0.38% Reduce -12.7% 18,937 $5.0M
Lindbrook Capital, LLC 0.45% Reduce -0.9% 18,895 $5.0M
Family Legacy, Inc. 1.68% Reduce -0.1% 18,631 $5.0M
Spectrum Investment Advisors, Inc. 3.29% Add +2.6% 18,668 $4.9M
Gleason Group, Inc. 0.86% Add +0.4% 18,498 $4.9M
Motley Fool Wealth Management, LLC 0.25% Add +6.4% 18,348 $4.9M
Patriot Financial Group Insurance Agency, LLC 0.65% Add +1.9% 18,344 $4.8M
S.A. Mason LLC 2.54% Reduce -0.2% 18,290 $4.8M
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 4.89% Reduce -8.9% 18,226 $4.8M
SVB Wealth LLC 0.09% New 18,132 $4.8M
VestGen Investment Management 1.30% Reduce -5.4% 18,054 $4.8M
Accelerate Investment Advisors LLC 4.20% Add +5.1% 18,045 $4.8M
SouthState Bank Corp 0.31% Reduce -0.3% 17,857 $4.7M
BKM Wealth Management, LLC 1.93% Reduce -3.0% 17,792 $4.7M
Narus Financial Partners, LLC 1.58% Add +4.5% 17,720 $4.7M
Keystone Financial Group 0.46% Add +0.5% 17,703 $4.7M
Retirement Income Solutions, Inc. 0.94% Reduce -9.8% 17,666 $4.7M
Meridian Financial Advisors, LLC 3.21% Reduce -1.6% 17,601 $4.6M
TrinityPoint Wealth, LLC 0.65% Add +1.7% 17,576 $4.6M
Acorn Financial Advisory Services Inc. 0.76% Reduce -14.8% 17,477 $4.6M
Mather Group, Llc. 0.06% Add +1.7% 17,433 $4.6M
Shorepoint Capital Partners LLC 1.05% Reduce -1.0% 17,413 $4.6M
First United Bank & Trust 1.66% Add +6.7% 17,313 $4.6M
Marathon Strategic Advisors, LLC 4.90% Reduce -0.9% 17,154 $4.5M
White Lighthouse Investment Management Inc. 0.78% Add +3.1% 16,913 $4.5M
Pacific Center for Financial Services 1.15% Reduce -1.4% 16,910 $4.5M
WP Advisors, LLC 1.48% Add +7.4% 16,845 $4.4M
Argent Trust Co 0.18% Add +3.9% 16,844 $4.4M
Berkeley Capital Partners, LLC 1.23% Add +1.3% 16,817 $4.4M
Smith, Moore & Co. 0.40% Reduce -6.1% 16,724 $4.4M
City Holding Co. 0.62% Add +4.3% 16,495 $4.4M
Colorado Capital Management, Inc. 2.11% Add +59.0% 16,480 $4.4M
Uptick Partners, LLC 1.58% Add +4.0% 16,480 $4.4M
Boston Trust Walden Corp 0.03% Add +113.8% 16,475 $4.4M
Marcum Wealth, LLC 0.38% Reduce -0.6% 16,456 $4.3M
Atria Investments, Inc 0.05% Add +3.0% 16,406 $4.3M
Rwa Wealth Partners, LLC 0.05% Add +11.4% 16,360 $4.3M
Philadelphia Trust Co. 0.32% No change 16,355 $4.3M
Cascades Capital Asset Management, LLC 2.36% Add +13.2% 16,333 $4.3M
Americana Partners, LLC 0.18% Reduce -54.5% 16,291 $4.3M
Veridan Wealth LLC 2.02% — 15,666 $4.3M
Rockingstone Advisors LLC 1.90% Add +4.7% 16,276 $4.3M
Fort Washington Investment Advisors Inc. 0.03% Reduce -2.9% 16,243 $4.3M
Fortis Group Advisors, LLC 0.80% Reduce -1.8% 16,169 $4.3M
Innovative Wealth Building LLC 3.86% — 16,156 $4.3M
Gainplan LLC 1.62% Reduce -2.2% 16,117 $4.3M
Modern Wealth Management, LLC 0.16% Reduce -3.1% 16,052 $4.2M
Grandview Asset Management LLC 1.55% New 16,033 $4.2M
RW Investment Management LLC 0.51% Reduce -1.9% 15,929 $4.2M
Wilson & Boucher Capital Management, LLC 2.98% Add +3.2% 15,906 $4.2M
Silverleafe Capital Partners, LLC 1.33% Add +31.7% 15,886 $4.2M
Arete Wealth Advisors, LLC 0.30% Add +90.0% 15,884 $4.2M
Founders Grove Wealth Partners, LLC 1.21% — 15,877 $4.2M
AdvisorNet Financial, Inc 0.35% Add +13.4% 15,766 $4.2M
FinDec Wealth Services, Inc. 2.85% Reduce -18.8% 15,529 $4.1M
MY Wealth Management Inc. 4.09% Reduce -0.5% 15,526 $4.1M
Bearing Point Capital, LLC 0.85% — 15,493 $4.1M
Mokosak Advisory Group, LLC 1.22% Reduce -1.9% 15,416 $4.1M
Legacy Financial Group LLC 0.66% Reduce -6.3% 15,398 $4.1M
Salomon & Ludwin, LLC 0.43% Reduce -2.2% 15,379 $4.1M
Foster Victor Wealth Advisors, LLC 0.31% Reduce -4.3% 14,806 $4.1M
BCGM Wealth Management, LLC 1.29% Reduce -0.4% 15,342 $4.1M
Ellenbecker Investment Group 0.72% Reduce -1.9% 15,251 $4.0M
Verus Capital Partners, LLC 0.38% Add +1.0% 15,219 $4.0M
Gradient Capital Advisors, LLC 1.29% Add +2.5% 15,183 $4.0M
Hilltop Wealth Advisors, LLC 2.03% Reduce -1.5% 15,182 $4.0M
Guardian Wealth Advisors, LLC / NC 0.32% Reduce -1.2% 15,178 $4.0M
Composition Wealth, LLC 0.08% Reduce -9.1% 15,088 $4.0M
Country Club Bank 0.26% Add +5.5% 14,964 $4.0M
Wilmington Savings Fund Society, FSB 0.07% Add +30.8% 14,879 $3.9M
Snowden Capital Advisors LLC 0.12% Add +9.6% 14,773 $3.9M
Alesco Advisors, LLC, An ESL Co 0.12% Reduce -0.5% 14,771 $3.9M
Cornerstone Management, Inc. 0.75% New 14,742 $3.9M
Evercore Wealth Management, LLC 0.06% Reduce -6.2% 14,731 $3.9M
Fifth Third Securities, Inc. 0.33% Add +3.5% 14,676 $3.9M
Financial Advisory Partners, LLC 1.28% Add +2.5% 14,564 $3.8M
Moisand Fitzgerald Tamayo, LLC 0.54% Reduce -2.5% 14,562 $3.8M
Signature Estate & Investment Advisors LLC 0.10% Add +4.2% 14,547 $3.8M
Hofer & Associates. Inc 2.58% Reduce -0.1% 14,526 $3.8M
John W. Brooker & Co., CPAs 1.65% Reduce -3.1% 14,511 $3.8M
Cornerstone Wealth Management, LLC 0.26% Add +7.6% 14,495 $3.8M
Conservest Capital Advisors, Inc. 0.39% Reduce -3.4% 14,439 $3.8M
Valeo Financial Advisors, LLC 0.11% Add +7.0% 14,424 $3.8M
Fjell Capital, LLC 3.90% — 14,302 $3.8M
AE Wealth Management LLC 0.03% Reduce -54.9% 14,267 $3.8M
Partners in Financial Planning 0.77% Add +0.2% 14,260 $3.8M
First Financial Corp. 1.75% Add +23.2% 14,239 $3.8M
Fogel Capital Management, Inc. 1.89% Add +0.6% 14,216 $3.8M
Five Pine Wealth Management 3.15% — 14,158 $3.7M
Pine Valley Investments Ltd Liability Co 0.24% Add +56.7% 14,146 $3.7M
Red Crane Wealth Management, LLC 3.53% — 14,102 $3.7M
Wedbush Securities Inc. 0.13% Add +59.2% 14,095 $3.7M
My Personal CFO, LLC 1.90% Add +21.4% 14,054 $3.7M
Verdence Capital Advisors LLC 0.30% Add +17.9% 14,048 $3.7M
Legacy Advisors, LLC 0.36% Reduce -1.2% 14,045 $3.7M
GC Wealth Management RIA, LLC 0.65% Add +9.4% 14,002 $3.7M
Lion Street Advisors, LLC 1.18% Add +11.4% 13,994 $3.7M
Pinnacle Financial Group, LLC / IL 1.44% Add +16.3% 13,939 $3.7M
Beacon Bridge Wealth Partners, LLC 1.55% Reduce -2.2% 13,853 $3.7M
Baron Silver Stevens Financial Advisors, LLC 0.62% Add +0.4% 13,785 $3.6M
Greenwich Wealth Management LLC 0.26% Add +0.9% 13,768 $3.6M
Marshall & Sterling Wealth Advisors Inc. 2.51% — 13,762 $3.6M
Level Four Advisory Services, LLC 0.15% Add +4.0% 13,748 $3.6M
Segall Bryant & Hamill, LLC 0.05% Reduce -4.0% 13,736 $3.6M
WESCAP Management Group, Inc. 0.88% Add +0.6% 13,711 $3.6M
Flagship Harbor Advisors, LLC 0.19% Add +1.0% 13,663 $3.6M
Adapt Wealth Advisors, LLC 1.77% Reduce -1.0% 13,649 $3.6M
Peninsula Wealth, LLC 0.61% Add +0.4% 13,557 $3.6M
Vista Cima Wealth Management LLC 3.71% — 13,515 $3.6M
Vickerman Investment Advisors, Inc. 0.97% Reduce -2.4% 13,500 $3.6M
Aptus Capital Advisors, LLC 0.04% Add +41.8% 13,440 $3.5M
Alliance Wealth Advisors, LLC 2.02% Add +4.2% 13,341 $3.5M
Summit Financial Wealth Advisors, LLC 0.69% Reduce -1.6% 12,824 $3.5M
KCM Investment Advisors LLC 0.12% Reduce -2.8% 13,272 $3.5M
Omnia Family Wealth, LLC 1.45% No change 13,257 $3.5M
Stock Yards Bank & Trust Co. 0.12% Reduce -2.9% 13,207 $3.5M
Newman Dignan & Sheerar, Inc. 0.89% Add +2.0% 13,119 $3.5M
Allen Mooney & Barnes Investment Advisors LLC 0.58% Reduce -4.4% 13,110 $3.5M
First American Bank 0.24% Add +3.7% 12,975 $3.4M
First National Bank of Omaha 0.22% Add +0.3% 12,848 $3.4M
Capital Advisors Wealth Management, LLC 0.60% Reduce -2.3% 12,828 $3.4M
Focus Partners Advisor Solutions, LLC 0.06% Reduce -17.0% 12,824 $3.4M
Secure Asset Management, LLC 0.51% Add +2.1% 12,811 $3.4M
IHT Wealth Management, LLC 0.11% Reduce -27.9% 12,777 $3.4M
Badgley Phelps Wealth Managers, LLC 0.08% Reduce -0.9% 12,701 $3.4M
IFP Advisors, Inc 0.11% Add +0.3% 12,673 $3.3M
Arkadios Wealth Advisors 0.18% Reduce -34.3% 12,613 $3.3M
Wealth Alliance, LLC 0.40% Add +1.1% 12,582 $3.3M
Carrera Capital Advisors 0.78% Add +2.9% 12,555 $3.3M
Plan A Wealth LLC 3.03% — 12,533 $3.3M
Eagle Strategies LLC 0.57% Add +367.0% 12,470 $3.3M
Retirement Guys Formula LLC 1.66% Add +5.3% 12,454 $3.3M
Brookstone Capital Management 0.05% Add +17.9% 12,367 $3.3M
Kingswood Wealth Advisors, LLC 0.25% Reduce -8.1% 12,358 $3.3M
Great Lakes Retirement, Inc. 0.42% Add +5.0% 12,335 $3.3M
Financial Insights, Inc. 1.25% Reduce -9.9% 12,236 $3.2M
Apollon Wealth Management, LLC 0.07% Add +2.1% 12,175 $3.2M
Richmond Investment Services, LLC 1.81% — 12,174 $3.2M
Brown Miller Wealth Management, LLC 1.23% Add +4.4% 12,161 $3.2M
Diversified Trust Co. 0.08% Add +11.4% 12,148 $3.2M
Brio Consultants, LLC 0.50% Reduce -3.5% 12,107 $3.2M
SOA Wealth Advisors, LLC. 0.59% Reduce -0.9% 12,090 $3.2M
Jane Street Group, LLC 0.01% Reduce -32.0% 12,064 $3.2M
Pinnacle Wealth Management Advisory Group, LLC 0.30% Reduce -1.2% 12,061 $3.2M
Koshinski Asset Management, Inc. 0.27% Add +6.1% 12,034 $3.2M
Mayflower Financial Advisors, LLC 0.47% Reduce -2.7% 11,952 $3.2M
Bar Harbor Wealth Management 0.21% Add +0.1% 11,936 $3.2M
Geneos Wealth Management Inc. 0.11% Add +7.7% 11,891 $3.1M
Lane & Associates LLC 1.61% Reduce -6.7% 11,286 $3.1M
AAF Wealth Management, LLC 1.57% Reduce -0.6% 11,756 $3.1M
Wealthspan Partners, LLC 1.48% Reduce -5.7% 11,740 $3.1M
Curio Wealth, LLC 1.67% — 11,739 $3.1M
Wood Tarver Financial Group, LLC 1.04% — 11,732 $3.1M
Armbruster Capital Management, Inc. 0.63% Reduce -27.3% 11,723 $3.1M
Victory Financial Group, LLC 0.81% — 11,701 $3.1M
Capital Management Associates, Inc 1.15% Reduce -15.3% 11,667 $3.1M
AlTi Global, Inc. 0.07% Add +21.0% 11,632 $3.1M
Magnus Financial Group LLC 0.30% Reduce -0.1% 11,631 $3.1M
MIdWestOne Financial Group, Inc. 0.43% No change 11,606 $3.1M
Glass Jacobson Investment Advisors llc 1.01% Reduce -36.9% 11,601 $3.1M
Bank of Marin 2.43% Reduce -3.2% 11,595 $3.1M
GEM Asset Management, LLC 1.70% Reduce -1.5% 11,557 $3.1M
St. Louis Trust Co 0.43% Reduce -3.8% 11,465 $3.0M
Flywheel Private Wealth LLC 2.78% — 11,454 $3.0M
Creative Financial Designs Inc. 0.24% Add +2.6% 11,348 $3.0M
Hexagon Capital Partners LLC 0.54% Add +8181.8% 11,346 $3.0M
Objective Capital Management, LLC 1.99% Add +1.0% 11,281 $3.0M
NWF Advisory Services Inc. 0.43% Add +0.5% 11,209 $3.0M
Advocate Group LLC 0.56% Add +6.3% 11,200 $3.0M
Sheets Smith Wealth Management 0.36% Reduce -1.0% 11,167 $2.9M
GoalFusion Wealth Management, LLC 1.61% Add +3.7% 11,155 $2.9M
Duncan Williams Asset Management, LLC 1.16% New 11,122 $2.9M
Laird Norton Wetherby Wealth Management, LLC 0.14% Add +0.0% 11,111 $2.9M
Wealthfront Advisers LLC 0.01% Add +12.0% 11,099 $2.9M
Strategic Family Wealth Counselors, L.L.C. 0.95% Add +2.9% 11,019 $2.9M
Revolve Wealth Partners, LLC 0.43% Add +0.5% 11,018 $2.9M
Evoke Wealth, LLC 0.08% Add +26.0% 11,009 $2.9M
Meridian Wealth Management, LLC 0.14% Add +11.2% 11,006 $2.9M
Financial Freedom, LLC 1.53% Add +1.0% 10,980 $2.9M
Cannon Wealth Management Services, LLC 2.50% Add +12.5% 10,550 $2.9M
Fusion Family Wealth, LLC 0.27% Add +0.3% 10,969 $2.9M
Howland Capital Management LLC 0.13% Add +15.7% 10,900 $2.9M
Bryn Mawr Trust Advisors, LLC 0.15% Reduce -1.0% 10,865 $2.9M
TPG Financial Advisors, LLC 1.24% Add +1.3% 10,818 $2.9M
Investor's Fiduciary Advisor Network, LLC 1.09% — 10,816 $2.9M
Topel & Distasi Wealth Management, LLC 1.22% Reduce -6.4% 10,800 $2.9M
First Foundation Advisors 0.11% Reduce -1.0% 10,775 $2.8M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.42% Add +0.8% 10,770 $2.8M
PFG Advisors 0.17% Add +1.2% 10,656 $2.8M
Fiera Capital Corp 0.01% No change 10,623 $2.8M
Cyndeo Wealth Partners, LLC 0.19% Add +2.7% 10,604 $2.8M
American Money Management, LLC 0.55% Reduce -1.3% 10,595 $2.8M
Krilogy Financial LLC 0.19% Add +3.0% 10,587 $2.8M
Conning Inc. 0.10% No change 10,535 $2.8M
BlackRock, Inc. 0.00% Add +23.1% 10,519 $2.8M
Valtinson Bruner Financial Planning LLC 0.96% Reduce -0.6% 10,453 $2.8M
Edge Capital Group, LLC 0.12% Add +12.0% 10,449 $2.8M
Encompass Wealth Advisors, LLC 1.11% Add +6.8% 10,428 $2.8M
Retirement Planning Co of New England, Inc. 1.33% Reduce -0.9% 10,413 $2.8M
CWS Financial Advisors, LLC 0.89% Add +665.3% 10,362 $2.7M
City State Bank 0.96% Add +4.8% 10,342 $2.7M
Duncker Streett & Co. Inc. 0.50% Reduce -4.2% 10,262 $2.7M
Legacy PCG, LLC 1.92% Reduce -3.6% 10,239 $2.7M
Fiduciary Trust Co 0.04% Add +0.5% 10,212 $2.7M
UMB Bank, n.a. 0.04% Reduce -10.8% 10,211 $2.7M
Transcend Capital Advisors, LLC 0.19% Add +31.2% 10,138 $2.7M
Focus Financial Network, Inc. 0.11% Reduce -2.4% 10,126 $2.7M
Ieq Capital, LLC 0.03% Add +10.7% 10,121 $2.7M
Joel Adams & Associates, Inc. 2.43% — 10,120 $2.7M
Scott & Selber, Inc. 0.80% New 10,102 $2.7M
PFW Advisors LLC 0.82% — 10,083 $2.7M
First National Trust Co 0.10% Reduce -0.3% 10,010 $2.6M
Orion Porfolio Solutions, LLC 0.03% Add +44.7% 10,007 $2.6M
Orion Portfolio Solutions, LLC 0.03% Add +44.7% 10,007 $2.6M
Goelzer Investment Management, Inc. 0.15% Reduce -6.8% 10,000 $2.6M
REDW Wealth LLC 0.91% Reduce -34.5% 9,952 $2.6M
FreeGulliver LLC 1.37% Add +4.6% 9,933 $2.6M
Flagstar Securities, Inc. 0.65% Add +2.1% 9,933 $2.6M
SWP Financial LLC 1.57% Reduce -0.9% 9,863 $2.6M
Peak Asset Management, LLC 0.48% Reduce -2.5% 9,862 $2.6M
BCM Advisors, LLC 0.58% Add +2.3% 9,355 $2.6M
Abbot Financial Management, Inc. 1.29% Reduce -1.1% 9,803 $2.6M
Investment Partners, LTD. 1.06% Reduce -2.4% 9,789 $2.6M
Stonegate Investment Group, LLC 0.07% Add +2.7% 9,750 $2.6M
PCA Investment Advisory Services Inc. 1.19% Reduce -2.7% 9,734 $2.6M
Missouri Trust & Investment Co 0.90% Reduce -0.3% 9,713 $2.6M
Soltis Investment Advisors LLC 0.24% Add +0.3% 9,685 $2.6M
Seamount Financial Group Inc. 1.77% Reduce -1.9% 9,679 $2.6M
Linscomb Wealth, Inc. 0.13% Reduce -0.6% 9,675 $2.6M
New Perspectives, Inc 1.37% Reduce -0.3% 9,657 $2.6M
Quantinno Capital Management LP 0.03% Add +41.5% 9,656 $2.6M
Eclectic Associates Inc. 0.75% Add +8.8% 9,643 $2.5M
Welch & Forbes LLC 0.03% Reduce -2.1% 9,601 $2.5M
Sound View Wealth Advisors Group, LLC 0.20% Reduce -1.6% 9,601 $2.5M
Ridgewood Investments LLC 1.22% Add +4.7% 9,585 $2.5M
IFS Advisors, LLC 1.97% Add +0.7% 9,496 $2.5M
Moneywise, Inc. 1.26% Reduce -4.5% 9,496 $2.5M
Haverford Trust Co 0.02% Add +16.5% 9,478 $2.5M
High Net Worth Advisory Group LLC 0.70% Add +3.6% 9,470 $2.5M
Debussy Capital Management LP 0.38% Reduce -1.1% 9,071 $2.5M
Apex Wealth Management, LLC 2.15% — 9,440 $2.5M
Maltin Wealth Management, Inc. 1.22% Add +8.4% 9,431 $2.5M
Frank, Rimerman Advisors LLC 0.18% Add +4.3% 9,405 $2.5M
Beckerman Institutional, LLC 1.98% Add +7.4% 9,367 $2.5M
National Bank of Canada 0.00% Add +43.9% 9,336 $2.5M
Columbus Macro, LLC 0.34% Reduce -2.1% 9,332 $2.5M
Transcendent Capital Group LLC 1.26% Reduce -1.9% 9,186 $2.4M
Mason & Associates Inc 0.57% Add +13.2% 9,180 $2.4M
Farmers & Merchants Investments Inc. 0.08% Add +0.6% 9,141 $2.4M
CM Wealth Advisors LLC 0.79% Add +0.3% 9,100 $2.4M
Crux Wealth Advisors 1.34% — 9,089 $2.4M
Financial Advocates Investment Management 0.14% Reduce -14.7% 9,064 $2.4M
IFG Advisors, LLC 0.47% Add +0.4% 9,048 $2.4M
Main Street Financial Solutions, LLC 0.24% Reduce -21.3% 9,045 $2.4M
Wells Financial Advisors INC 3.24% Reduce -13.8% 9,008 $2.4M
Dogwood Wealth Management LLC 1.25% Add +0.2% 8,970 $2.4M
Intellectus Partners, LLC 0.53% Add +1.2% 8,963 $2.4M
Index Fund Advisors, Inc. 0.13% Reduce -0.3% 8,858 $2.3M
Fingerlakes Wealth Management, Inc. 1.88% Reduce -0.6% 8,804 $2.3M
Robertson Stephens Wealth Management, LLC 0.08% Reduce -1.4% 8,802 $2.3M
ERn Financial, LLC 0.35% Reduce -2.8% 8,764 $2.3M
West Financial Advisors, LLC 0.44% Reduce -0.7% 8,682 $2.3M
Independent Financial Group, LLC 0.08% Reduce -1.0% 8,640 $2.3M
Accredited Wealth Management, LLC 2.00% — 8,634 $2.3M
Defined Wealth Management, LLC 1.51% Reduce -0.5% 8,612 $2.3M
RE Dickinson Investment Advisors, LLC 1.93% Add +3.9% 8,553 $2.3M
Appleton Partners Inc. 0.17% Reduce -19.0% 8,539 $2.3M
Bangor Savings Bank 0.21% Add +19.1% 8,535 $2.3M
Mosaic Family Wealth Partners, LLC 0.33% Add +0.5% 8,530 $2.3M
Certified Advisory Corp 0.24% Add +0.6% 8,508 $2.2M
Thoroughbred Financial Services, LLC 0.14% Reduce -4.6% 8,505 $2.2M
Boyd Wealth Management, LLC 1.11% Reduce -0.3% 8,485 $2.2M
Graves Light Lenhart Wealth, Inc. 0.28% No change 8,473 $2.2M
Interactive Financial Advisors, Inc. 1.17% Add +5.4% 8,468 $2.2M
Brown Brothers Harriman & Co. 0.02% Add +1.7% 8,421 $2.2M
Heritage Wealth Advisors 0.11% Add +0.8% 8,399 $2.2M
Columbia Asset Management 0.42% Add +2.8% 8,398 $2.2M
Flputnam Investment Management Co. 0.04% Add +0.4% 8,377 $2.2M
Dana Investment Advisors, Inc. 0.07% Reduce -2.2% 8,323 $2.2M
DeDora Capital, Inc. 0.60% Add +2.2% 8,321 $2.2M
Trust Co. of Vermont 0.11% Add +15.4% 8,314 $2.2M
Essex Bank 0.54% Reduce -0.0% 8,207 $2.2M
SeaCrest Wealth Management, LLC 0.23% Add +9.1% 8,178 $2.2M
Patten Group, Inc. 0.48% Reduce -0.3% 8,170 $2.2M
Aureus Asset Management, LLC 0.14% Add +6.9% 8,089 $2.1M
Intergy Private Wealth, LLC 0.80% Add +2.3% 8,087 $2.1M
Hilltop Holdings Inc. 0.13% No change 8,085 $2.1M
West Bancorporation Inc. 1.40% Add +16.8% 8,075 $2.1M
Operose Advisors LLC 0.73% Add +75.3% 8,060 $2.1M
Modus Advisors, LLC 0.66% Reduce -0.4% 8,031 $2.1M
Sapient Capital LLC 0.04% Add +201.3% 7,993 $2.1M
Wealth Dimensions Group, Ltd. 0.52% Add +2.0% 7,968 $2.1M
Shepherd Kaplan Krochuk, LLC 1.75% Add +0.3% 7,947 $2.1M
Simplicity Wealth,LLC 0.44% Add +25.9% 7,930 $2.1M
Charles Schwab Trust Co 0.18% Add +6.7% 7,853 $2.1M
N.E.W. Advisory Services LLC 0.20% Add +4.0% 7,849 $2.1M
Pitcairn Co. 0.12% No change 7,825 $2.1M
Planning Directions Inc. 1.20% Add +7.7% 7,808 $2.1M
New Century Financial Group, LLC 0.87% Reduce -10.7% 7,691 $2.1M
Argonautica Private Wealth Management, Inc. 0.66% Reduce -3.9% 7,772 $2.1M
Portland Financial Advisors Inc 5.49% — 7,725 $2.0M
Mittelman Wealth Management 1.89% Reduce -47.1% 7,702 $2.0M
Petix & Botte Co 0.53% Reduce -0.2% 7,683 $2.0M
Vanguard Personalized Indexing Management, LLC 0.03% Reduce -11.8% 7,675 $2.0M
Northern Capital Management, Inc. 1.24% Add +7.7% 7,670 $2.0M
Sentinel Pension Advisors, LLC 0.38% Reduce -2.3% 7,663 $2.0M
Stevens Capital Partners 0.92% Reduce -1.4% 7,658 $2.0M
Chatham Capital Group, Inc. 0.33% Add +3.7% 7,655 $2.0M
Anchor Investment Management, LLC 0.19% Reduce -0.7% 7,644 $2.0M
Farther Finance Advisors, LLC 0.07% Reduce -64.7% 7,642 $2.0M
Harbor Group, Inc. 0.45% Add +8.8% 7,638 $2.0M
Western Wealth Management, LLC 0.11% Reduce -2.9% 7,631 $2.0M
New Covenant Trust Company, N.A. 1.99% Reduce -0.2% 7,603 $2.0M
Private Trust Co. NA 0.20% Add +27.1% 7,552 $2.0M
Watershed Private Wealth LLC 0.77% Reduce -0.2% 7,512 $2.0M
Allegiance Financial Group Advisory Services LLC 0.64% Reduce -1.3% 7,453 $2.0M
Oxford Financial Group, LTD. LLC 0.13% Reduce -17.9% 7,453 $2.0M
Gibson Capital, LLC 0.40% No change 7,438 $2.0M
Capstone Wealth Management Group, LLC 1.05% Add +64.2% 7,435 $2.0M
South Plains Financial, Inc. 1.50% — 7,428 $2.0M
Covington Investment Advisors Inc. 0.29% Add +2.9% 7,366 $1.9M
Lodestar Private Asset Management LLC 0.24% Reduce -0.7% 7,365 $1.9M
Y-Intercept (Hong Kong) Ltd 0.13% Add +238.6% 7,350 $1.9M
Highland Capital Management, LLC 0.11% Reduce -3.4% 7,343 $1.9M
Monograph Wealth Advisors, LLC 0.26% Add +5.1% 7,342 $1.9M
Neuberger Berman Group LLC 0.00% Add +94.2% 7,272 $1.9M
JFS Wealth Advisors, LLC 0.13% Reduce -0.3% 7,267 $1.9M
Leelyn Smith, LLC 0.34% No change 7,243 $1.9M
Greenline Partners, LLC 0.27% Reduce -0.2% 7,212 $1.9M
Reliant Investment Partners, LLC 1.69% — 7,208 $1.9M
LexAurum Advisors, LLC 0.38% Add +47.7% 7,201 $1.9M
Bragg Financial Advisors, Inc 0.08% Reduce -2.2% 7,196 $1.9M
Sequoia Financial Advisors, LLC 0.02% Add +2.6% 7,172 $1.9M
Journey Advisory Group, LLC 0.23% No change 7,823 $1.9M
Dorsey & Whitney Trust CO LLC 0.10% Add +11.7% 7,113 $1.9M
Stablepoint Partners, LLC 0.34% Add +0.1% 7,084 $1.9M
Capital Advisory Group Advisory Services, LLC 0.67% Add +12.7% 7,074 $1.9M
Yarger Wealth Strategies, LLC 1.08% Reduce -0.5% 7,067 $1.9M
Beaumont Financial Advisors, LLC 0.14% Add +0.2% 7,046 $1.9M
PFG Investments, LLC 0.12% Add +12.0% 6,991 $1.8M
Wisconsin Wealth Advisors, LLC 2.72% — 6,985 $1.8M
Affiance Financial, LLC 0.44% Add +2.7% 6,982 $1.8M
Ironwood Financial, llc 0.39% No change 6,982 $1.8M
Callan Capital, LLC 0.13% Reduce -15.3% 6,972 $1.8M
Private Client Services, LLC 0.98% Reduce -26.6% 6,922 $1.8M
Caitlin John, LLC 1.24% Reduce -2.9% 6,907 $1.8M
U.S. Capital Wealth Advisors, LLC 0.06% Add +35.9% 6,906 $1.8M
Next Level Private LLC 0.73% Reduce -0.0% 6,870 $1.8M
Weil Company, Inc. 0.63% Add +34.6% 6,856 $1.8M
CHB Investment Group, LLC 0.98% Reduce -5.0% 6,847 $1.8M
Swisher Financial Concepts, Inc. 2.12% Reduce -84.3% 6,804 $1.8M
Kohmann Bosshard Financial Services, LLC 0.21% No change 6,776 $1.8M
Perennial Investment Advisors, LLC 0.21% Add +14.6% 6,754 $1.8M
Hurlow Wealth Management Group, Inc. 0.55% Add +0.3% 6,721 $1.8M
Ofc Financial Planning, LLC 1.86% — 6,674 $1.8M
Boston Family Office LLC 0.12% Add +3.6% 6,633 $1.8M
Afg Fiduciary Services Limited Partnership 1.24% No change 6,484 $1.7M
Wetzel Investment Advisors, Inc. 0.87% Add +31.6% 6,592 $1.7M
CW Advisors, LLC 0.02% Add +11.4% 6,577 $1.7M
Asset Dedication, LLC 0.14% Add +4.6% 6,565 $1.7M
Grange Capital, LLC 1.82% — 6,561 $1.7M
Sachetta, LLC 0.68% Reduce -1.1% 6,561 $1.7M
Lincoln Capital Corp. 0.71% Reduce -0.3% 6,560 $1.7M
Compass Ion Advisors, LLC 0.21% Add +3.1% 6,551 $1.7M
VeraBank, N.A. 0.49% Reduce -5.8% 6,531 $1.7M
Fermata Advisors, LLC 0.32% Add +20.7% 6,514 $1.7M
Viawealth, LLC 1.04% Reduce -1.2% 6,504 $1.7M
RMR Capital Management, LLC 1.28% Add +0.5% 6,500 $1.7M
Sandy Spring Bank 0.07% Reduce -0.2% 6,468 $1.7M
Summit Financial Strategies, Inc. 0.19% Add +9.9% 6,449 $1.7M
Adero Partners, LLC 0.11% Reduce -9.7% 6,438 $1.7M
Montis Financial, LLC 0.52% No change 6,419 $1.7M
Atlas Capital Advisors Inc. 0.21% Add +0.1% 6,383 $1.7M
Harbor Investment Advisory, LLC 0.16% Add +77.3% 6,370 $1.7M
Great Lakes Advisors, LLC 0.01% Add +1.6% 6,338 $1.7M
Fortis Capital Management LLC 0.31% Add +6.3% 6,332 $1.7M
Evergreen Capital Management LLC 0.05% Reduce -0.3% 6,328 $1.7M
Spire Wealth Management 0.05% Add +37.0% 6,323 $1.7M
Pension & Wealth Management Advisors, Inc. 0.66% Add +3337.7% 6,291 $1.7M
PGIM Custom Harvest LLC 0.03% Add +8.1% 6,279 $1.7M
Midland Wealth Advisors, LLC 0.10% Add +0.2% 6,241 $1.6M
Private Portfolio Partners LLC 0.30% Add +2.0% 6,218 $1.6M
LongView Wealth Management 0.50% Add +0.1% 6,204 $1.6M
Members Wealth LLC 1.22% — 5,952 $1.6M
Royal Fund Management, LLC 0.18% Reduce -49.6% 6,131 $1.6M
Segment Wealth Management, LLC 0.11% Add +0.1% 6,184 $1.6M
Williams Jones Wealth Management, LLC. 0.02% Add +60.4% 6,182 $1.6M
Courier Capital LLC 0.11% Add +14.4% 6,123 $1.6M
FF Advisors,LLC 1.11% Reduce -5.0% 5,850 $1.6M
Hilltop National Bank 0.48% Add +40.6% 6,103 $1.6M
Strata Wealth Advisors, LLC 0.51% Add +12.9% 6,097 $1.6M
Security Financial Services, INC. 0.33% Reduce -5.2% 6,079 $1.6M
Checchi Capital Advisers, LLC 0.12% Add +4.7% 6,076 $1.6M
Romano Brothers and Company 0.20% Add +3.0% 6,040 $1.6M
Adirondack Trust Co. 0.61% No change 6,038 $1.6M
Hidden Cove Wealth Management, LLC 1.29% — 6,033 $1.6M
Mission Creek Capital Partners, Inc. 0.35% Add +20.4% 6,023 $1.6M
McKinley Carter Wealth Services, Inc. 0.10% Reduce -0.3% 6,016 $1.6M
Laraway Financial Advisors Inc 1.22% Reduce -0.7% 5,985 $1.6M
SageView Advisory Group, LLC 0.07% Add +26.6% 5,978 $1.6M
Capital Analysts, LLC 0.06% Add +3.0% 5,968 $1.6M
Sax Wealth Advisors, LLC 0.12% Add +0.6% 5,961 $1.6M
Mascagni Wealth Management, Inc. 1.56% — 6,068 $1.6M
Kelleher Financial Advisors 0.59% Reduce -7.5% 5,919 $1.6M
Clarity Capital Advisors, LLC 1.05% Add +143.7% 5,914 $1.6M
BOS Asset Management, LLC 0.56% Reduce -1.3% 5,914 $1.6M
Opulen Financial Group LLC 1.42% — 5,900 $1.6M
B & T Capital Management DBA Alpha Capital Management 0.28% Add +4.6% 5,886 $1.6M
Rehmann Capital Advisory Group 0.10% Add +1.9% 5,875 $1.6M
Addison Advisors LLC 0.43% Reduce -0.8% 5,830 $1.5M
Sincerus Advisory, LLC 1.65% — 5,829 $1.5M
SoundView Advisors Inc. 0.63% — 5,825 $1.5M
NBT Bank, N.A. 0.11% Reduce -7.0% 5,812 $1.5M
Aspen Investment Management Inc 0.71% No change 5,801 $1.5M
Camelot Portfolios, LLC 1.65% Reduce -4.4% 5,794 $1.5M
Droms Strauss Advisors Inc. /Mo/ 0.50% Reduce -3.0% 5,776 $1.5M
waypoint wealth counsel 0.99% Add +0.2% 5,767 $1.5M
Clear Harbor Asset Management, LLC 0.12% Add +11.4% 5,735 $1.5M
Atlantic Union Bankshares Corp 0.09% Reduce -1.1% 5,702 $1.5M
First County Bank 0.84% Add +26.5% 5,691 $1.5M
Cypress Capital Group 0.18% Reduce -21.7% 5,691 $1.5M
Ami Investment Management Inc. 0.48% Add +22.6% 5,621 $1.5M
Plimoth Trust Co. LLC 0.38% Add +3.0% 5,600 $1.5M
Strategies Wealth Advisors, LLC 0.18% Add +0.9% 5,300 $1.5M
Vista Investment Management 0.56% Reduce -4.8% 5,570 $1.5M
Rockwood Wealth Management, LLC 0.16% Reduce -2.6% 5,545 $1.5M
Truepoint, Inc. 0.04% Reduce -6.0% 5,544 $1.5M
Chandler Asset Management, Inc. 0.28% No change 5,533 $1.5M
Affinity Capital Advisors, LLC 0.27% Add +0.6% 5,488 $1.5M
Beacon Financial Group 0.16% No change 5,517 $1.5M
Interchange Capital Partners, LLC 0.53% Reduce -0.7% 5,517 $1.5M
Ritholtz Wealth Management 0.04% Reduce -2.6% 5,499 $1.5M
Belpointe Asset Management LLC 0.09% Reduce -0.9% 5,622 $1.5M
Marks Group Wealth Management, Inc 0.14% Reduce -0.6% 5,491 $1.5M
Forefront Wealth Partners, LLC 1.08% — 5,476 $1.4M
Mayport, LLC 0.43% No change 5,470 $1.4M
Landmark Wealth Management, LLC 0.64% Add +1.1% 5,442 $1.4M
Etesian Wealth Advisors, Inc. 0.64% Reduce -5.6% 5,437 $1.4M
Baker Tilly Wealth Management, LLC 0.56% Add +31.5% 5,413 $1.4M
Mustard Seed Financial, LLC 1.16% Reduce -0.5% 5,398 $1.4M
Riverbend Wealth Management, LLC 1.27% — 5,356 $1.4M
Yoffe Investment Management, LLC 2.10% — 5,345 $1.4M
Silver Oak Securities, Incorporated 0.13% Reduce -3.9% 5,314 $1.4M
Inspirion Wealth Advisors, LLC 0.20% Reduce -0.6% 5,282 $1.4M
Center for Financial Planning, Inc. 0.19% Add +4.0% 5,300 $1.4M
Everhart Financial Group, Inc. 0.29% Reduce -2.5% 5,298 $1.4M
Cantor Fitzgerald Investment Advisors L.P. 0.10% Reduce -5.0% 5,292 $1.4M
KPP Advisory Services LLC 0.33% Reduce -3.0% 5,282 $1.4M
OLIO Financial Planning 0.49% Add +4.6% 5,279 $1.4M
Florida Trust Wealth Management Co 0.04% Add +92.4% 5,213 $1.4M
TrueWealth Advisors, LLC 0.46% Reduce -2.6% 5,208 $1.4M
Twin Focus Capital Partners, LLC 0.20% Reduce -36.1% 5,206 $1.4M
Biltmore Family Office, LLC 0.23% No change 5,180 $1.4M
Heritage Wealth Management, Inc. 0.45% Add +0.4% 5,167 $1.4M
Atlanta Consulting Group Advisors, LLC 0.50% Reduce -16.9% 5,161 $1.4M
Garden State Investment Advisory Services LLC 0.42% No change 5,143 $1.4M
Coordinated Financial Services, Inc. 1.07% — 5,111 $1.3M
Foster Dykema Cabot & Partners, LLC 0.10% Reduce -0.8% 5,096 $1.3M
Advisory Research Inc. 0.22% No change 5,095 $1.3M
AQR Capital Management 0.00% Add +5.8% 5,093 $1.3M
Taylor & Morgan Wealth Management, LLC 0.94% Reduce -0.6% 5,085 $1.3M
Mill Creek Capital Advisors, LLC 0.03% Add +0.2% 5,070 $1.3M
Garrison Point Advisors, LLC 0.63% Add +12.6% 5,062 $1.3M
Balentine LLC 0.05% Reduce -0.8% 5,056 $1.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% Reduce -5.2% 5,052 $1.3M
Voisard Asset Management Group, Inc. 0.45% Reduce -1.5% 5,044 $1.3M
Portland Global Advisors LLC 0.17% Reduce -1.8% 5,029 $1.3M
InTrack Investment Management Inc 0.92% New 4,969 $1.3M
Crewe Advisors LLC 0.18% No change 4,974 $1.3M
Lutz Financial Services LLC 0.11% Add +12.7% 4,973 $1.3M
Gilbert & Cook, Inc. 0.18% Reduce -24.4% 4,965 $1.3M
Ramsay, Stattman, Vela & Price, Inc. 0.24% Reduce -2.0% 4,955 $1.3M
Medallion Wealth Advisors, LLC 0.65% — 5,022 $1.3M
Nvest Financial, LLC 0.66% Add +1.1% 4,919 $1.3M
Trajan Wealth LLC 0.07% Reduce -0.1% 4,895 $1.3M
Colonial Trust Co / SC 0.19% Reduce -1.4% 4,886 $1.3M
Proffitt & Goodson Inc. 0.21% Reduce -2.2% 4,885 $1.3M
Alpha Cubed Investments, LLC 0.06% Add +0.6% 4,859 $1.3M
WT Wealth Management 0.40% Reduce -3.1% 4,844 $1.3M
MidAtlantic Capital Management, Inc. 0.93% Reduce -2.8% 4,808 $1.3M
Mitchell Sinkler & Starr 0.34% No change 4,796 $1.3M
EagleClaw Capital Managment, LLC 0.20% No change 4,765 $1.3M
HM Payson & Co. 0.02% Reduce -1.6% 4,711 $1.2M
Nicolet Bankshares Inc. 0.24% Add +2.5% 4,665 $1.2M
Mosaic Financial Group, LLC 0.88% Add +0.9% 4,658 $1.2M
Clear Creek Financial Management, LLC 0.13% Add +6.7% 4,651 $1.2M
German American Bancorp, Inc. 0.13% Reduce -1.0% 4,611 $1.2M
Southland Equity Partners LLC 0.28% Add +0.3% 4,594 $1.2M
CreativeOne Wealth, LLC 0.04% Add +7.6% 4,591 $1.2M
Stillwater Capital Advisors, LLC 0.15% Reduce -8.4% 4,580 $1.2M
Montecito Bank & Trust 0.21% Add +1.1% 4,569 $1.2M
Bowman & Co S.C. 0.63% Add +6.1% 4,566 $1.2M
Stonebridge Financial Planning Group, LLC 0.54% Add +23.9% 4,566 $1.2M
IFG Advisory, LLC 0.07% New 4,550 $1.2M
Callan Family Office, LLC 0.08% Add +0.5% 4,530 $1.2M
Safeguard Financial, LLC 0.26% Reduce -2.0% 4,520 $1.2M
Randolph Co Inc 0.13% New 4,511 $1.2M
Sand Hill Global Advisors, LLC 0.05% Reduce -86.0% 4,492 $1.2M
Tocqueville Asset Management L.P. 0.02% Add +368.3% 4,491 $1.2M
Ironwood Investment Counsel, LLC 0.20% Add +0.8% 4,486 $1.2M
Asset Allocation & Management Company, LLC 0.65% Reduce -24.7% 4,486 $1.2M
R. W. Roge & Company, Inc. 0.64% Reduce -0.7% 4,479 $1.2M
ARK & TLK Investments, LLC 0.41% No change 4,440 $1.2M
High Note Wealth, LLC 0.30% Reduce -0.1% 4,433 $1.2M
Cornerstone Wealth Group, LLC 0.10% Add +2.9% 4,432 $1.2M
EverSource Wealth Advisors, LLC 0.07% Add +288.9% 4,430 $1.2M
Comprehensive Financial Planning, Inc. 0.99% — 4,424 $1.2M
Measured Wealth Private Client Group, LLC 0.38% Reduce -0.0% 4,400 $1.2M
Fisher Asset Management 0.00% Add +77.8% 4,399 $1.2M
Tritonpoint Wealth, LLC 0.11% Add +14.0% 4,396 $1.2M
Farmers National Bank 0.34% — 4,385 $1.2M
Ariadne Wealth Management, LP 0.53% New 4,159 $1.2M
Kellett Wealth Advisors, LLC 0.79% Reduce -0.4% 4,368 $1.2M
New England Private Wealth Advisors LLC 0.18% Add +174.4% 4,363 $1.2M
TFB Advisors LLC 0.33% Add +3.0% 4,362 $1.2M
Sachem Hill LLC 0.24% No change 4,360 $1.2M
Smartleaf Asset Management LLC 0.12% Add +14.6% 4,346 $1.1M
Fortitude Advisory Group L.L.C. 0.69% Add +9.9% 4,331 $1.1M
Atlas Legacy Advisors, LLC 0.28% — 4,325 $1.1M
Omega Financial Group, LLC 0.43% Add +0.2% 4,314 $1.1M
Mogy Joel R Investment Counsel Inc. 0.07% No change 4,305 $1.1M
Elevatus Welath Management 0.39% Add +223.2% 4,295 $1.1M
17 Capital Partners, LLC 0.72% Add +14.0% 4,286 $1.1M
Wealth Architects, LLC 0.13% No change 4,281 $1.1M
Synergy Financial Group, LTD 0.94% Add +9.8% 4,276 $1.1M
Farnam Financial LLC 1.18% Add +13.0% 4,259 $1.1M
Plancorp, LLC 0.05% Add +14.6% 4,253 $1.1M
Rockland Trust Co. 0.06% No change 4,248 $1.1M
Bluestem Financial Advisors, LLC 0.53% Reduce -3.0% 4,244 $1.1M
Simon Quick Advisors, LLC 0.07% Add +2.3% 4,236 $1.1M
Cibc World Market Inc. 0.00% Add +3.4% 4,228 $1.1M
RPS Advisory Solutions LLC 0.69% Reduce -0.8% 4,227 $1.1M
Liberty Square Wealth Partners LLC 0.41% — 4,045 $1.1M
FineMark National Bank & Trust 0.04% Reduce -8.2% 4,219 $1.1M
Dohj, LLC 0.26% Reduce -9.1% 4,217 $1.1M
Bravias Capital Group, LLC 0.90% — 4,041 $1.1M
Consolidated Portfolio Review Corp 0.18% Add +9.6% 4,206 $1.1M
Chapin Davis, Inc. 0.36% No change 4,188 $1.1M
Golden State Wealth Management, LLC 0.16% — 4,163 $1.1M
World Equity Group, Inc. 0.24% Add +106.7% 4,156 $1.1M
Acas, LLC 0.81% Reduce -5.3% 3,945 $1.1M
TFC Financial Management, Inc. 0.17% Add +0.3% 4,131 $1.1M
CJM Wealth Advisers, Ltd. 0.37% No change 4,130 $1.1M
Aspiriant, LLC 0.04% Reduce -12.0% 4,130 $1.1M
Fairview Capital Investment Management, LLC 0.06% Add +2.2% 4,129 $1.1M
MN Wealth Advisors, LLC 0.61% New 4,118 $1.1M
Empowered Funds, LLC 0.02% No change 4,104 $1.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Reduce -8.6% 4,103 $1.1M
Delta Financial Advisors LLC 0.40% Reduce -1.8% 4,091 $1.1M
Arvest Bank Trust Division 0.07% Reduce -55.0% 4,091 $1.1M
Aspen Grove Capital, LLC 0.23% Add +6.6% 4,079 $1.1M
Greenhouse Wealth Management, LLC 0.71% Add +1.4% 4,067 $1.1M
Fifth Third Wealth Advisors LLC 0.06% Add +8.6% 4,065 $1.1M
Birch Hill Investment Advisors LLC 0.05% Reduce -0.2% 4,065 $1.1M
Coastline Trust Co 0.13% Add +10.8% 4,049 $1.1M
Michael A. Dubis Financial Planning, LLC 1.03% — 4,049 $1.1M
Longview Financial Advisors, Inc. 0.84% No change 4,044 $1.1M
Fort Sheridan Advisors LLC 0.16% Add +7.7% 4,025 $1.1M
Aire Advisors, LLC 0.22% Add +14.0% 4,023 $1.1M
Allegheny Financial Group 0.27% Add +7.8% 4,003 $1.1M
Murphy & Mullick Capital Management Corp 0.97% — 4,001 $1.1M
Peoples Financial Services Corp. 0.49% No change 3,991 $1.1M
Hiley Hunt Wealth Management 0.58% Reduce -0.8% 3,990 $1.1M
Platform Technology Partners 0.32% Add +14.3% 3,989 $1.1M
Donor Advised Charitable Giving, Inc. 0.02% No change 3,987 $1.1M
Trust Point Inc. 0.07% Reduce -0.3% 3,964 $1.0M
Wernau Asset Management Inc. 1.01% — 3,960 $1.0M
Lee, Kelleher & Klein Wealth Management 0.74% — 3,949 $1.0M
Triangle Securities Wealth Management 0.27% No change 3,945 $1.0M
Savvy Advisors, Inc. 0.12% Add +5.3% 3,927 $1.0M
Stephen J. Garry & Associates, LLC 0.95% No change 3,915 $1.0M
WealthBridge Capital Management, LLC 0.29% No change 3,910 $1.0M
TABR Capital Management, LLC 0.90% — 3,902 $1.0M
OMNI 360 Wealth, Inc. 0.67% Reduce -1.5% 3,831 $1.0M
Novem Group 0.15% — 3,822 $1.0M
Advisor OS, LLC 0.12% Reduce -1.0% 3,820 $1.0M
StrongBox Wealth, LLC 0.43% Reduce -6.7% 3,806 $1.0M
Summit Wealth Partners, LLC 0.21% Add +0.1% 3,793 $1.0M
Kwmg, LLC 0.10% Reduce -0.1% 3,779 $998K
Hobbs Group Advisors, LLC 0.37% Add +0.1% 3,773 $996K
Evernest Financial Advisors, LLC 0.26% Reduce -48.1% 3,760 $993K
Carolinas Wealth Consulting LLC 0.20% Reduce -1.0% 3,756 $992K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +195.4% 3,758 $992K
Kuhn & Co Investment Counsel 0.84% Add +0.4% 3,754 $991K
Old National Bancorp 0.02% Reduce -14.0% 3,741 $988K
MJP Associates Inc. 0.18% Add +0.2% 3,741 $988K
MilWealth Group LLC 0.27% Reduce -0.1% 3,727 $984K
Revisor Wealth Management LLC 0.91% Add +2.0% 3,726 $984K
Kennebec Savings Bank 0.99% Reduce -2.9% 3,724 $984K
Sound Income Strategies, LLC 0.06% Reduce -3.6% 3,704 $978K
Mission Wealth Management, LP 0.02% Reduce -1.1% 3,687 $974K
Covenant Asset Management, LLC 0.22% Reduce -3.8% 3,686 $974K
TFG Advisers LLC 0.35% Reduce -0.2% 3,684 $973K
Strategic Equity Management 0.41% Add +22.7% 3,681 $972K
Ardent Capital Management, Inc. 0.44% No change 3,680 $972K
Milestone Investment Advisors LLC 0.26% Add +47.6% 3,655 $965K
Clarius Group, LLC 0.07% Reduce -17.2% 3,637 $961K
Avalon Capital Management 0.31% New 3,623 $957K
Pinnacle Bancorp, Inc. 0.31% No change 3,609 $953K
Marotta Asset Management 0.20% No change 3,601 $950K
RFG Holdings, Inc. 0.32% Reduce -47.3% 3,589 $949K
Riverview Trust Co 0.87% No change 3,592 $949K
Compass Capital Corp. /Ma/ 0.37% — 3,412 $948K
LifePlan Financial, LLC 0.83% Reduce -7.9% 3,563 $941K
Hancock Whitney Corp. 0.03% No change 3,561 $941K
Evanson Asset Management, LLC 0.06% Add +8.5% 3,561 $940K
Johnson Financial Group, LLC 0.11% No change 3,555 $939K
Cypress Point Wealth Management, LLC 0.29% Reduce -6.6% 3,550 $938K
Melone Private Wealth, LLC 0.49% Add +0.3% 3,548 $937K
Madden Advisory Services, Inc. 0.43% Add +0.5% 3,527 $932K
Silvia McColl Wealth Management, LLC 0.70% Reduce -4.6% 3,522 $930K
Centricity Wealth Management, LLC 0.87% — 3,519 $929K
Vontobel Holding Ltd. 0.00% New 3,515 $928K
Foundations Investment Advisors, LLC 0.02% Add +27.5% 3,493 $923K
Florida Financial Advisors, LLC 0.41% Add +16.5% 3,488 $921K
NorthRock Partners, LLC 0.03% Add +27.4% 3,485 $921K
Gotham Asset Management 0.01% Reduce -10.9% 3,485 $920K
Luminist Capital LLC 1.61% — 3,478 $919K
Pallas Capital Advisors LLC 0.04% No change 3,470 $917K
Sigma Investment Counselors Inc. 0.05% No change 3,469 $916K
Beaird Harris Wealth Management, LLC 0.08% Add +0.4% 3,465 $915K
Sheaff Brock Investment Advisors, LLC 0.08% Add +25.4% 3,459 $914K
Mitchell Capital Management Co. 0.16% Reduce -14.5% 3,420 $903K
Monterey Private Wealth, Inc. 0.30% Add +17.7% 3,415 $902K
Mascoma Wealth Management LLC 0.23% Reduce -1.8% 3,410 $901K
Good Life Advisors, LLC 0.07% Reduce -29.6% 3,400 $898K
Oxbow Advisors, LLC 0.11% No change 3,400 $898K
Lazard Asset Management LLC 0.00% No change 3,400 $898K
Berry Wealth Group, LP 0.65% Reduce -2.8% 3,397 $897K
First Citizens Bank & Trust Co. 0.02% Add +14.2% 3,396 $897K
Collective Family Office LLC 0.25% Reduce -3.4% 3,387 $895K
Chemistry Wealth Management LLC 0.21% Reduce -4.5% 3,384 $894K
Matrix Private Capital Group LLC 0.51% No change 3,374 $891K
Twin Peaks Wealth Advisors, LLC 0.37% Add +10.2% 3,345 $884K
O'ROURKE & COMPANY, Inc 0.43% Reduce -0.9% 3,332 $880K
Independence Bank of Kentucky 0.13% Add +11.4% 3,318 $876K
Cassaday & Co Wealth Management LLC 0.02% Add +6.7% 3,292 $869K
Blossom Wealth Management 1.67% Add +17.0% 3,287 $868K
International Assets Investment Management, LLC 0.07% New 3,287 $867K
SC&H Financial Advisors, Inc. 0.18% No change 3,281 $867K
NTV Asset Management LLC 0.11% Reduce -0.5% 3,270 $864K
Keystone Wealth Services, LLC 0.23% Add +23.2% 3,255 $860K
Annex Advisory Services, LLC 0.03% Add +39.5% 3,236 $855K
Keel Point, LLC 0.07% Add +120.3% 3,232 $854K
Garde Capital, Inc. 0.06% Reduce -1.6% 3,228 $853K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.17% Add +160.1% 3,217 $850K
Financial & Tax Architects, LLC 0.22% Add +312.1% 3,214 $849K
First Trust Advisors LP 0.00% New 3,206 $847K
Peterson Wealth Advisors, LLC 0.15% Reduce -2.5% 3,171 $847K
MPWM Advisory Solutions, LLC 0.62% — 3,206 $847K
Blue Trust, Inc. 0.01% Add +17.9% 3,188 $842K
Muirfield Wealth Advisors LLC 0.69% Add +8.4% 3,185 $841K
Atala Financial Inc 0.59% — 3,184 $841K
Strategic Blueprint, LLC 0.05% Add +28.0% 3,173 $838K
Goodwin Investment Advisory 0.44% Reduce -5.8% 3,163 $835K
Plan Group Financial, LLC 0.44% No change 3,161 $835K
Waldron Private Wealth LLC 0.03% Add +6.0% 3,151 $832K
Citadel Advisors 0.00% Reduce -27.6% 3,150 $832K
Cambridge Financial Group, LLC 0.35% Add +0.3% 3,128 $826K
Capital Investment Advisors, LLC 0.02% Add +2.3% 3,119 $824K
Fragasso Financial Advisors Inc 0.06% Reduce -5.6% 3,118 $823K
Sovereign Financial Group, Inc. 0.19% Reduce -0.2% 3,104 $820K
CFS Investment Advisory Services, LLC 0.07% Add +10.0% 3,093 $817K
Litman Gregory Wealth Management LLC 0.07% No change 3,081 $814K
Alexander Labrunerie & Co., Inc. 0.36% Reduce -3.5% 3,080 $814K
Oldfather Financial Services, LLC 0.31% Reduce -1.3% 3,077 $813K
Windsor Advisory Group, LLC 0.94% New 3,068 $810K
WBH Advisory Inc. 0.08% Reduce -0.8% 3,063 $809K
Deutsche Bank AG 0.00% Reduce -5.6% 3,060 $808K
Summit Investment Advisory Services, LLC 0.42% Add +3.6% 3,058 $808K
Keeley-Teton Advisors, LLC 0.09% Reduce -4.2% 3,054 $807K
Blue Barn Wealth, LLC 0.42% Reduce -2.7% 3,046 $805K
Kieckhefer Group LLC 0.48% — 3,021 $798K
Grant/GrossMendelsohn, LLC 0.42% Add +7.1% 3,019 $797K
BridgePort Financial Solutions, LLC 0.36% — 2,984 $796K
Walled Lake Planning & Wealth Management, LLC 0.30% Add +8.0% 3,005 $794K
MBM Wealth Consultants, LLC 0.24% Reduce -5.4% 2,998 $791K
Tranquility Partners, LLC 0.30% No change 2,987 $789K
Plante Moran Financial Advisors, LLC 0.07% Add +81.5% 2,970 $784K
Nottingham Advisors, Inc. 0.10% Reduce -5.1% 2,957 $781K
QRG Capital Management, Inc. 0.01% Add +2.6% 2,951 $779K
GDS Wealth Management 0.07% Reduce -7.8% 2,949 $779K
Breakwater Capital Group 0.15% Reduce -1.7% 2,943 $777K
Sonata Capital Group Inc. 0.32% Add +25.6% 2,942 $777K
Johnson Financial Group, Inc. 0.04% Add +4.9% 2,807 $774K
Legacy Private Trust Co. 0.05% Reduce -9.7% 2,925 $773K
Sightline Wealth Advisors, LLC 0.42% Reduce -30.3% 2,917 $771K
Dark Forest Capital Management LP 0.11% Add +42.4% 2,917 $770K
Fishman Jay A Ltd. 0.07% Reduce -6.5% 2,915 $770K
Fiduciary Alliance LLC 0.08% Add +10.6% 2,909 $768K
Pennington Partners & Co., LLC 0.38% — 2,904 $767K
BIP Wealth, LLC 0.05% Add +12.1% 2,898 $765K
Gallagher Capital Advisors, LLC 0.55% — 2,875 $759K
Brass Tax Wealth Management, Inc. 0.16% Reduce -0.1% 2,870 $758K
HBW Advisory Services LLC 0.08% Reduce -10.3% 2,869 $758K
First Interstate Bank 0.05% Add +3.7% 2,864 $756K
Accredited Investors Inc. 0.04% Reduce -10.6% 2,861 $756K
Aufman Associates Inc 0.51% Add +0.4% 2,857 $755K
Geneva Partners, LLC 0.31% Add +8.8% 2,854 $754K
Vantage Financial Partners, LLC 0.19% Add +6.2% 2,845 $752K
Bestgate Wealth Advisors, LLC 1.50% — 2,835 $749K
First Business Financial Services, Inc. 0.07% No change 2,832 $748K
Strategic Advisors LLC 0.13% Add +112.5% 2,822 $745K
Selective Wealth Management, Inc. 0.30% Reduce -2.9% 2,788 $744K
FAS Wealth Partners, Inc. 0.06% Reduce -0.2% 2,813 $743K
Traphagen Investment Advisors LLC 0.08% Reduce -14.4% 2,812 $743K
Fulton Bank, N.A. 0.03% Reduce -1.3% 2,792 $737K
Private Wealth Group, LLC 0.36% Reduce -1.7% 2,778 $734K
Hutchens & Kramer Investment Management Group, LLC 0.40% Add +3.9% 2,772 $732K
Advance Capital Management, Inc. 0.03% Add +1.0% 2,764 $730K
Guardian Wealth Advisors, LLC 0.47% Reduce -18.0% 2,758 $728K
Riverstone Advisors, LLC 0.41% Add +8.1% 2,754 $728K
Advisory Alpha, LLC 0.03% Add +3.3% 2,753 $727K
Per Stirling Capital Management, LLC. 0.10% Add +24.7% 2,744 $725K
Ti-Trust, Inc. 0.48% Add +4.0% 2,736 $723K
Pecaut & Co. 0.25% Reduce -0.2% 2,728 $720K
Gryphon Financial Partners LLC 0.10% Reduce -6.3% 2,718 $718K
ETF Store, Inc. 0.89% Add +0.1% 2,717 $718K
Silvercrest Asset Management Group LLC 0.00% New 2,712 $716K
Westshore Wealth, LLC 0.29% Add +0.0% 2,707 $715K
Herold Advisors, Inc. 0.16% Add +17.7% 2,699 $713K
Thomasville National Bank 0.05% Add +0.5% 2,696 $712K
Tme Financial, Inc. 0.66% — 2,687 $709K
Adamsbrown Wealth Consultants LLC 0.24% Add +0.0% 2,681 $708K
Onyx Bridge Wealth Group LLC 0.10% Reduce -0.3% 2,659 $702K
Pachira Investments Inc. 0.43% Reduce -0.2% 2,650 $700K
Channel Wealth LLC 0.23% Add +0.7% 2,644 $698K
Blue Bell Private Wealth Management, LLC 0.13% No change 2,637 $697K
Alerus Financial NA 0.05% Add +0.3% 2,636 $696K
Clarity Capital Partners LLC 0.36% Add +7.5% 2,635 $696K
Park Capital Management, LLC / WI 0.83% — 2,630 $695K
Rothschild Wealth LLC 0.20% Reduce -35.6% 2,626 $694K
MAS Advisors LLC 1.16% Reduce -45.9% 2,613 $690K
Quadrant Capital Group LLC 0.05% Reduce -0.7% 2,606 $688K
LJI Wealth Management, LLC 0.14% Reduce -29.8% 2,605 $688K
Horst & Graben Wealth Management LLC 0.12% Add +0.0% 2,598 $686K
Kelman-Lazarov, Inc. 0.12% Add +14.2% 2,589 $684K
Sovran Advisors, LLC 0.10% — 2,561 $683K
Warwick Investment Management, Inc. 0.14% Reduce -0.0% 2,586 $683K
Davidson Trust Co. 0.35% Add +14.7% 2,576 $680K
Optivise Advisory Services LLC 0.37% Add +5.2% 2,569 $679K
Webster Bank, N. A. 0.07% Add +4.1% 2,567 $678K
Willis Investment Counsel 0.04% Add +12.8% 2,567 $678K
Heritage Financial Services, LLC 0.09% Add +3.7% 2,565 $677K
Certuity, LLC 0.07% Reduce -2.0% 2,562 $677K
Libra Wealth LLC 0.26% Reduce -2.7% 2,557 $675K
Guyasuta Investment Advisors Inc. 0.04% Add +10.8% 2,550 $674K
Moody LYNN Lieberson & Walker, LLC 0.04% Reduce -5.4% 2,548 $673K
Sonoma Private Wealth LLC 1.09% Reduce -1.1% 2,547 $673K
L. Roy Papp & Associates, LLP 0.08% Add +14.6% 2,541 $671K
Beacon Bank & Trust 0.16% New 2,540 $671K
Diversify Advisory Services, LLC 0.04% Add +0.3% 2,552 $671K
Old North State Trust, LLC 0.43% No change 2,536 $670K
Penobscot Investment Management Company, Inc. 0.06% Add +2.3% 2,533 $669K
Slow Capital, Inc. 0.09% Reduce -0.2% 2,525 $667K
Grandfield & Dodd, LLC 0.04% Add +0.4% 2,519 $665K
TFR Capital, LLC. 0.33% — 2,518 $665K
Buttonwood Financial Advisors Inc. 0.29% Add +0.0% 2,517 $665K
Welch Group, LLC 0.03% Add +0.0% 2,515 $664K
Ranch Capital Advisors Inc. 0.31% Reduce -2.2% 2,514 $664K
Optima Capital LLC 0.46% — 2,500 $660K
Lee Danner & Bass Inc. 0.05% Reduce -2.8% 2,480 $655K
DF Dent & Co. Inc. 0.01% Reduce -2.6% 2,468 $652K
Park Edge Advisors, LLC 0.19% Add +0.0% 2,464 $651K
Disciplined Investments, LLC 0.32% Add +43.9% 2,459 $649K
Diligent Investors, LLC 0.15% No change 2,456 $649K
Howard Capital Management Group, LLC 0.04% No change 2,453 $648K
Chokshi & Queen Wealth Advisors, Inc 0.40% — 2,452 $648K
Avantax Planning Partners, Inc. 0.02% Reduce -8.1% 2,450 $647K
Eagle Bay Advisors LLC 0.41% No change 2,445 $646K
WealthTrak Capital Management LLC 0.55% — 2,441 $645K
Facet Wealth, Inc. 0.02% Add +41.4% 2,333 $645K
Valley Forge Investment Consultants Inc. Adv 0.22% Add +0.9% 2,440 $644K
Values Added Financial LLC 0.37% Add +34.8% 2,435 $643K
BSW Wealth Partners 0.09% Add +8.2% 2,435 $643K
Kirtland Hills Capital Management, LLC 0.41% Add +22.4% 2,417 $638K
Baron Wealth Management LLC 0.30% Add +0.1% 2,416 $638K
Eagle Wealth Strategies LLC 0.46% Reduce -2.7% 2,413 $637K
Boston Financial Mangement LLC 0.02% Reduce -1.6% 2,408 $636K
Noble Wealth Management PBC 0.44% — 2,406 $636K
Graney & King, LLC 0.47% — 2,379 $628K
Bakala Capital LLC 3.76% Add +0.4% 2,366 $625K
Kera Capital Partners, Inc. 0.18% — 2,358 $623K
American Institute for Advanced Investment Management, LLP 0.46% Reduce -4.7% 2,358 $623K
CWA Asset Management Group, LLC 0.03% Add +0.0% 2,356 $622K
Moors & Cabot, Inc. 0.03% Add +21.1% 2,340 $618K
J2 Capital Management Inc 0.58% — 2,339 $618K
Grove Street Fiduciary, LLC 0.32% — 2,337 $617K
Leonard Rickey Investment Advisors P.L.L.C. 0.14% Reduce -2.1% 2,328 $615K
Signaturefd, LLC 0.01% No change 2,324 $614K
TAP Consulting, LLC 0.13% Reduce -5.4% 2,322 $613K
DecisionMap Wealth Management, LLC 0.49% — 2,320 $613K
Quadcap Wealth Management, LLC 0.09% Reduce -15.2% 2,318 $612K
Pinnacle Wealth Planning Services, Inc. 0.09% New 2,316 $612K
Peak Retirement Planning, Inc. 0.41% — 2,316 $611K
Stone House Investment Management, LLC 0.16% Add +26.6% 2,310 $610K
Ashton Thomas Securities, LLC 0.17% Add +18.2% 2,308 $610K
Fort Vancouver Investment Management, LLC 0.52% No change 2,303 $608K
GW&K Investment Management, LLC 0.01% No change 2,303 $608K
Novak & Powell Financial Services, Inc. 0.36% Add +0.0% 2,302 $608K
Signal Advisors Wealth, LLC 0.07% Add +9.1% 2,297 $607K
Physician Wealth Advisors, Inc. 0.10% Add +23.6% 2,296 $607K
L.M. Kohn & Company 0.16% Add +10.8% 2,291 $605K
Paulson Wealth Management Inc. 0.16% Reduce -5.7% 2,275 $601K
HBK Sorce Advisory LLC 0.02% Add +20.8% 2,257 $596K
Financial Strategies Group, Inc. 0.14% Reduce -1.8% 2,257 $593K
Comprehensive Money Management Services LLC 0.48% — 2,225 $588K
Forum Financial Management, LP 0.01% Add +8.0% 2,209 $584K
Inman Jager Wealth Management, LLC 0.45% — 2,205 $582K
Winthrop Capital Management, LLC 0.15% New 2,188 $578K
Sequent Asset Management, LLC 0.28% No change 2,187 $578K
Wambolt & Associates, LLC 0.19% Reduce -0.7% 2,184 $577K
Kennicott Capital Management LLC 0.29% No change 2,168 $573K
Oakworth Capital, Inc. 0.04% No change 2,165 $572K
Guidance Capital, Inc. 0.17% New 2,057 $570K
Cobblestone Capital Advisors LLC 0.03% Add +132.2% 2,159 $570K
Freestone Capital Holdings, LLC 0.02% Reduce -22.8% 2,150 $568K
Moser Wealth Advisors, LLC 0.30% Reduce -5.7% 2,150 $568K
Journey Strategic Wealth LLC 0.02% Add +1.4% 2,149 $568K
RiverFront Investment Group, LLC 0.01% New 2,148 $567K
Olde Wealth Management, LLC 0.20% Add +9.4% 2,149 $567K
Diversified Portfolios, Inc. 0.06% Reduce -1.1% 2,145 $567K
Francis Financial, Inc. 0.14% Reduce -3.2% 2,140 $565K
Everstar Asset Management, LLC 0.40% Reduce -1.5% 2,137 $564K
Olistico Wealth, LLC 0.33% Add +0.1% 2,133 $563K
Global Strategic Investment Solutions, LLC 0.07% Add +1.6% 2,123 $561K
ABLE Financial Group, LLC 0.17% Reduce -0.4% 2,123 $561K
Paces Ferry Wealth Advisors, LLC 0.27% No change 2,121 $560K
Winebrenner Capital Management LLC 0.43% — 2,114 $558K
Financial Alternatives, Inc 0.39% No change 2,110 $557K
True North Advisors, LLC 0.13% Add +158.7% 2,106 $556K
Huntleigh Advisors, Inc. 0.12% — 2,085 $551K
Trueblood Wealth Management, LLC 0.27% Add +37.3% 2,085 $551K
S&T Bank 0.18% Reduce -1.5% 2,085 $551K
Unified Investment Management 0.62% — 2,081 $550K
Nautilus Advisors LLC 0.43% — 2,069 $546K
Ehrlich Financial Group 0.39% Reduce -2.7% 2,068 $546K
Accel Wealth Management 0.21% Add +0.1% 2,066 $546K
Lodestone Wealth Management LLC 0.27% Add +0.2% 2,064 $545K
Pacific Sun Financial Corp 0.30% Add +4.6% 2,064 $545K
Lyell Wealth Management, LP 0.05% No change 2,057 $543K
Beacon Investment Advisory Services, Inc. 0.02% No change 2,052 $542K
Octavia Wealth Advisors, LLC 0.07% Add +4.1% 2,039 $539K
Wells Trecaso Financial Group, LLC 0.18% No change 2,038 $538K
Palisade Asset Management, LLC 0.05% No change 2,037 $538K
Red Door Wealth Management, LLC 0.08% Add +4.3% 2,034 $537K
Moloney Securities Asset Management, LLC 0.07% Reduce -19.3% 2,031 $536K
Mayfair Advisory Group, LLC 0.32% No change 2,025 $535K
FC Advisory LLC 0.18% Reduce -12.9% 2,023 $534K
Grey Ledge Advisors, LLC 0.14% Add +0.8% 2,022 $534K
Clark Asset Management, LLC 0.10% Add +0.2% 2,021 $534K
First Bank & Trust 0.10% Add +17.9% 2,019 $533K
Canandaigua National Trust Co of Florida 0.42% Add +4.6% 2,017 $533K
Washington Trust Bank 0.05% Add +22.5% 2,017 $533K
Marshall Financial Group, LLC 0.13% Add +0.3% 2,009 $531K
Claris Financial LLC 0.35% — 2,002 $529K
RDA Financial Network 0.15% Reduce -1.4% 1,980 $523K
Orcam Financial Group 0.50% Add +5.7% 1,976 $522K
Equita Financial Network, Inc. 0.19% Add +0.3% 1,975 $522K
Centaurus Financial, Inc. 0.03% Add +10.9% 1,974 $521K
SIMA Wealth Partners, LLC 0.44% Reduce -0.1% 1,971 $521K
Howard Wealth Management, LLC 0.28% Add +10.9% 1,969 $520K
Pettyjohn, Wood & White, Inc. 0.10% Add +0.1% 1,969 $520K
Stokes Family Office, LLC 0.06% Add +7.0% 1,962 $518K
Delta Financial Group, Inc. 0.12% New 1,956 $517K
Magnolia Capital Management Ltd. 0.41% No change 1,950 $515K
Busey Bank 0.02% Reduce -15.8% 1,946 $514K
Meridian Wealth Partners, LLC 0.08% Reduce -3.1% 1,940 $512K
Waterloo Capital, L.P. 0.05% Reduce -35.1% 1,936 $511K
Tyler-Stone Wealth Management 0.09% No change 1,934 $511K
North Star Asset Management Inc. 0.02% Add +4.1% 1,925 $508K
Astra Wealth Partners LLC 0.48% — 1,924 $508K
Stonebridge Financial Group, LLC 0.06% — 1,916 $506K
Empirical Asset Management, LLC 0.17% Reduce -3.0% 1,911 $505K
Columbia Advisory Partners LLC 0.47% New 1,911 $505K
Jacobi Capital Management LLC 0.04% Add +21.4% 1,909 $504K
McGuire Investment Group, LLC 0.07% Add +4.6% 1,900 $502K
DGS Capital Management, LLC 0.13% Reduce -8.0% 1,897 $501K
Unionview, LLC 0.37% Reduce -3.0% 1,889 $499K
ETF Portfolio Partners, Inc. 0.15% Add +12.1% 1,886 $498K
Security National Bank of So Dak 0.28% Add +1.6% 1,881 $497K
Galvin, Gaustad & Stein, LLC 0.04% Add +2.1% 1,878 $496K
Nixon Peabody Trust Co. 0.04% Reduce -7.4% 1,870 $494K
SFG Wealth Management, LLC. 0.26% Reduce -3.1% 1,867 $493K
Burkett Financial Services, LLC 0.20% Reduce -2.2% 1,865 $493K
Copia Wealth Management 0.47% — 1,863 $492K
Sterling Financial Planning, Inc. 0.18% Reduce -0.8% 1,860 $491K
Ascent Group, LLC 0.04% Reduce -12.2% 1,854 $490K
Root Financial Partners, LLC 0.06% New 1,848 $488K
Athena Investment Management 0.28% No change 1,839 $486K
JPL Wealth Management, LLC 0.14% — 1,837 $485K
Capital City Trust Co. 0.12% Reduce -5.8% 1,837 $485K
L.K. Benson & Company, P.C. 0.34% — 1,835 $485K
SpringVest Wealth Management LLC 0.42% — 1,836 $485K
UNIVEST FINANCIAL Corp 0.03% Add +4.6% 1,833 $484K
Westmount Partners, LLC 0.15% Reduce -0.8% 1,827 $483K
Annis Gardner Whiting Capital Advisors, LLC 0.14% Reduce -0.3% 1,827 $483K
Novus Advisors, LLC 0.48% — 1,817 $480K
Raffa Wealth Management, LLC 0.11% Add +0.7% 1,817 $480K
Birchcreek Wealth Management, LLC 0.30% Reduce -0.9% 1,814 $479K
Tidal Investments LLC 0.00% Reduce -81.4% 1,812 $479K
TD Waterhouse Canada Inc. 0.00% Reduce -1.6% 1,811 $478K
Investment Advisory Group, LLC 0.16% Add +0.8% 1,809 $478K
RAM Investment Partners, LLC 0.12% Add +85.3% 1,807 $477K
NorthLanding Financial Partners, LLC 0.48% Add +0.9% 1,807 $477K
Private Management Group Inc. 0.02% Reduce -5.8% 1,801 $476K
Ferguson Wellman Capital Management, Inc. 0.01% No change 1,800 $475K
Saxon Interests, Inc. 0.21% Add +0.1% 1,798 $475K
Tradewinds Capital Management, LLC 0.13% Add +7.5% 1,797 $475K
Shira Ridge Wealth Management 0.23% No change 1,792 $473K
Live Oak Private Wealth LLC 0.08% Add +23.0% 1,790 $473K
WealthShield Partners, LLC 0.07% Reduce -14.7% 1,784 $471K
Acorn Wealth Advisors, LLC 0.19% Add +17.8% 1,778 $470K
Sara-Bay Financial 0.17% Add +2.7% 1,777 $470K
Midwest Capital Advisors, LLC 0.34% — 1,776 $469K
Falcon Wealth Planning 0.05% Reduce -21.4% 1,772 $468K
Financial Partners Group, Inc 0.07% Add +0.4% 1,769 $467K
Bay Capital Advisors, LLC 0.38% — 1,768 $467K
RVW Wealth, LLC 0.04% No change 1,768 $467K
Next Capital Management LLC 0.19% New 1,763 $466K
Family Firm, Inc. 0.10% Add +0.3% 1,761 $465K
Vista Investment Partners Ii, LLC 0.27% — 1,761 $465K
Hill Investment Group Partners, LLC 0.06% New 1,757 $464K
Cornerstone Advisors Asset Management, LLC 0.10% New 1,757 $464K
Curbstone Financial Management Corp 0.10% No change 1,750 $462K
Indiana Trust & Investment Management Co 0.16% No change 1,747 $461K
Compass Advisory Group LLC 0.17% No change 1,746 $461K
Russell Investments Group, Ltd. 0.00% Add +13.1% 1,740 $460K
Northwest Bank & Trust Co 0.34% Reduce -0.7% 1,612 $459K
Joseph P. Lucia & Associates, LLC 0.20% No change 1,728 $456K
GHP Investment Advisors, Inc. 0.02% Add +6.6% 1,723 $455K
CPC Advisors, LLC 0.06% Reduce -24.3% 1,717 $454K
Astoria Portfolio Advisors LLC. 0.16% New 1,698 $453K
Davis R M Inc. 0.01% Add +96.2% 1,715 $453K
WNY Asset Management, LLC 0.06% Add +2.0% 1,713 $452K
Cora Capital Advisors LLC 0.22% Add +13.3% 1,706 $451K
Topsail Wealth Management, LLC 0.10% — 1,701 $449K
Summit Wealth & Retirement Planning, Inc. 0.14% No change 1,699 $449K
Womack Financial LLC 0.40% — 1,692 $447K
Lake Street Advisors Group, LLC 0.02% Add +3.0% 1,687 $446K
Avitas Wealth Management LLC 0.06% Reduce -4.2% 1,684 $445K
Verum Partners LLC 0.13% Add +0.2% 1,684 $445K
Grantvest Financial Group LLC 0.50% — 1,678 $443K
Impact Capital Partners LLC 0.16% — 1,674 $442K
Towneley Capital Management, Inc / DE 0.10% Reduce -43.4% 1,673 $442K
Ellsworth Advisors, LLC 0.12% Add +0.2% 1,672 $442K
Sloy Dahl & Holst, LLC 0.06% Add +15.4% 1,666 $440K
Heirloom Wealth Management 0.13% No change 1,652 $436K
Granite Harbor Advisors, Inc. 0.24% Reduce -2.8% 1,652 $436K
Mathes Company, Inc. 0.16% No change 1,647 $435K
Lifeworks Advisors, LLC 0.08% Add +1.6% 1,646 $435K
Willow Creek Wealth Management Inc. 0.04% No change 1,646 $435K
Balanced Wealth Group LLC 0.20% Reduce -12.3% 1,577 $435K
River Wealth Advisors LLC 0.06% Reduce -2.5% 1,644 $434K
Logan Capital Management Inc. 0.02% Add +0.1% 1,643 $434K
Hardy Reed LLC 0.04% No change 1,640 $433K
Cannell & Spears LLC 0.01% Add +3.5% 1,636 $432K
Naples Global Advisors, LLC 0.04% Reduce -37.6% 1,624 $429K
Westbourne Investments, Inc. 0.25% — 1,621 $428K
Keyvantage Wealth, LLC 0.31% — 1,619 $428K
Berger Financial Group, Inc 0.03% Add +7.3% 1,615 $427K
Redwood Financial Network Corp 0.32% Reduce -4.6% 1,603 $424K
Cove Private Wealth, LLC 0.26% No change 1,600 $423K
Allodium Investment Consultants, LLC 0.35% — 1,599 $422K
Strategic Wealth Investment Group, LLC 0.02% Reduce -0.4% 1,596 $422K
Bremer Bank National Association 0.08% Add +10.7% 1,589 $420K
Wayfinding Financial, LLC 0.22% New 1,579 $417K
Roberts Wealth Advisors, LLC 0.13% Add +61.8% 1,547 $417K
Transce3nd, LLC 0.14% — 1,578 $417K
Newport Capital Group, LLC 0.31% Reduce -0.5% 1,576 $417K
MontVue Capital Management, Inc. 0.32% No change 1,571 $415K
Jordan Park Group LLC 0.03% New 1,570 $415K
Convergence Financial, LLC 0.08% Reduce -46.6% 1,570 $415K
Chicago Capital, LLC 0.01% No change 1,568 $414K
Vertex Planning Partners, LLC 0.09% No change 1,560 $412K
Ascentis Independent Advisors 0.08% Add +39.0% 1,560 $412K
Transform Wealth, LLC 0.02% Add +0.1% 1,549 $409K
Kathmere Capital Management, LLC 0.04% Add +41.5% 1,547 $409K
Wimmer Associates 1, LLC 0.20% No change 1,547 $409K
Becker Capital Management Inc. 0.01% No change 1,543 $408K
Strategic Financial Services, Inc. 0.02% Reduce -2.3% 1,540 $407K
Mengis Capital Management, Inc. 0.08% Reduce -11.5% 1,538 $406K
Allred Capital Management, LLC 0.16% Add +0.1% 1,535 $406K
Northeast Financial Group, Inc. 0.15% Reduce -17.4% 1,533 $405K
Wealth Management Nebraska 0.07% — 1,529 $404K
Pacific Sage Partners, LLC 0.09% Reduce -15.4% 1,527 $403K
Investment Partners Asset Management, Inc. 0.32% Reduce -6.3% 1,522 $402K
180 Wealth Advisors, LLC 0.06% Reduce -21.4% 1,518 $401K
M1 Capital Management LLC 0.22% — 1,518 $401K
2UniFi Bank 0.27% — 1,515 $400K
Serenus Wealth Advisors, LLC 0.07% — 1,514 $400K
Greenwood Gearhart LLC 0.03% New 1,503 $397K
Aaron Wealth Advisors LLC 0.05% No change 1,501 $396K
Keystone Financial Services, LLC 0.36% — 1,499 $396K
Parkside Financial Bank & Trust 0.05% Add +8.5% 1,499 $396K
VERITY Wealth Advisors 0.29% Add +0.3% 1,499 $396K
Detalus Advisors, LLC 0.13% Reduce -3.1% 1,493 $394K
Hardin Capital Partners, LLC 0.23% Reduce -0.5% 1,474 $389K
Wealthstream Advisors, Inc. 0.07% Add +0.3% 1,452 $384K
Arthur M. Cohen & Associates, LLC 0.07% No change 1,452 $383K
Sunflower Bank, N.A. 0.11% No change 1,449 $383K
Fortem Financial Group, LLC 0.15% Add +4.3% 1,446 $382K
Investment Planning Advisors, Inc. 0.17% Add +47.4% 1,439 $380K
National Wealth Management Group, LLC 0.25% Add +7.4% 1,437 $380K
Stockman Wealth Management, Inc. 0.06% Add +2.9% 1,432 $378K
Claro Advisors Inc. 0.05% Reduce -3.9% 1,431 $378K
Tower View Wealth Management LLC 0.20% Add +0.3% 1,421 $375K
Founders Financial Alliance, LLC 0.10% Add +2.5% 1,419 $375K
Avestar Capital, LLC 0.03% New 1,417 $374K
Prosperity Consulting Group, LLC 0.03% Add +80.8% 1,414 $373K
Canvas Wealth Advisors, LLC 0.09% Add +2.3% 1,412 $373K
McCollum Christoferson Group LLC 0.11% No change 1,408 $372K
Wealthcare Capital Partners, LLC 0.19% — 1,406 $371K
Powers Advisory Group, LLC 0.19% Add +19.8% 1,405 $371K
Regent Peak Wealth Advisors LLC 0.08% Add +0.1% 1,404 $371K
Potentia Wealth 0.16% — 1,400 $370K
Edge Financial Advisors LLC 0.33% Reduce -0.4% 1,398 $369K
EPG Wealth Management LLC 0.10% No change 1,397 $369K
Aletheian Wealth Advisors LLC 0.22% Reduce -18.4% 1,395 $368K
CFC Planning Co LLC 0.39% — 1,393 $368K
Lowery Thomas, LLC 0.24% Add +0.4% 1,390 $367K
Myecfo, LLC 0.20% Add +23.0% 1,390 $367K
Sunburst Financial Group, LLC 0.09% Reduce -36.9% 1,389 $367K
Fairway Wealth LLC 0.16% Add +16.2% 1,387 $366K
Granite FO LLC 0.21% No change 1,385 $366K
Center For Asset Management LLC 0.24% Add +13.0% 1,384 $366K
1ST Source Bank 0.02% Add +8.6% 1,383 $365K
Valley National Advisers Inc. 0.07% Reduce -3.1% 1,382 $365K
Toth Financial Advisory Corp. 0.04% Add +0.1% 1,382 $365K
First National Bank of Mount Dora, Trust Investment Services 0.09% No change 1,381 $365K
Mairs & Power Inc. 0.00% No change 1,378 $364K
TBH Global Asset Management, LLC 0.09% No change 1,377 $364K
Better Money Decisions, LLC 0.25% Add +0.7% 1,375 $363K
Alta Wealth Advisors LLC 0.16% Reduce -1.6% 1,375 $363K
Bogart Wealth, LLC 0.02% Add +4.5% 1,374 $363K
Willis Johnson & Associates, Inc. 0.03% Reduce -5.8% 1,374 $363K
Caldwell Sutter Capital, Inc. 0.17% Reduce -0.4% 1,372 $362K
Juncture Wealth Strategies, LLC 0.13% New 1,371 $362K
FRG Family Wealth Advisors LLC 0.07% No change 1,369 $362K
LifeGuide Financial Advisors, LLC 0.15% No change 1,364 $360K
Ipsen Advisor Group LLC 0.31% — 1,360 $359K
Cape Investment Advisory, Inc. 0.14% Add +32.1% 1,359 $359K
Client 1ST Advisory Group, LLC 0.14% No change 1,358 $359K
North Star Investment Management Corp. 0.03% Add +2.5% 1,358 $359K
KOM Wealth Management Group, LLC 0.26% Add +0.1% 1,357 $359K
Strategic Wealth Partners, Ltd. 0.03% Add +16.6% 1,292 $357K
Clearstead Trust, LLC 0.08% No change 1,352 $357K
Vestor Capital, LLC 0.03% No change 1,350 $357K
One Wealth Management Investment & Advisory Services, LLC 0.56% Reduce -0.4% 1,347 $356K
Invesco Ltd. 0.00% Reduce -11.2% 1,347 $356K
CGN Advisors LLC 0.03% Reduce -20.7% 1,346 $356K
GWN Securities Inc. 0.09% — 1,321 $354K
Matrix Asset Advisors Inc. 0.04% Add +34.7% 1,332 $352K
Prepared Retirement Institute LLC 0.20% Add +0.1% 1,331 $351K
Legacy Capital Wealth Partners, LLC 0.09% Add +15.8% 6,651 $350K
Aspire Growth Partners LLC 0.34% — 1,325 $350K
Fairfield, Bush & Co. 0.20% No change 1,318 $348K
Wealth Management Strategies, Inc. 0.27% — 1,314 $347K
Capstone Wealth Management Group LLC 0.26% — 1,313 $347K
Silverlake Wealth Management LLC 0.13% Reduce -31.8% 1,312 $347K
Gibbs Wealth Management 0.09% Add +16.6% 1,309 $346K
Compass Planning Associates Inc 0.35% — 1,307 $345K
Avaii Wealth Management, LLC 0.17% Reduce -3.0% 1,306 $345K
Trace Wealth Advisors, LLC 0.31% — 1,299 $343K
Smith Salley Wealth Management 0.02% Add +3.3% 1,298 $343K
Compass Investment Advisers LLC 0.99% — 1,297 $343K
Cassady Schiller Wealth Management, LLC 0.13% Reduce -0.5% 1,296 $342K
Richards, Merrill & Peterson, Inc. 0.18% — 1,295 $342K
Fiduciary Financial Group, LLC 0.07% No change 1,297 $341K
SYM FINANCIAL Corp 0.04% Add +8.0% 1,290 $341K
Genesis Private Wealth, LLC 0.19% — 1,288 $340K
Madison Wealth Partners, Inc 0.09% Add +1.7% 1,286 $340K
First Community Trust NA 0.24% Add +0.3% 1,285 $339K
MKT Advisors LLC 0.15% Add +0.2% 1,239 $339K
First American Trust, FSB 0.03% No change 1,285 $339K
Morton Capital Management LLC 0.06% No change 1,283 $339K
Penn Capital Management Company, LLC 0.03% Add +57.9% 1,279 $338K
Argent Advisors, Inc. 0.13% Add +3.4% 1,277 $337K
Hibernia Wealth Partners, LLC 0.26% Reduce -72.9% 1,275 $337K
Catalina Capital Group, LLC 0.11% No change 1,269 $335K
Seneca Financial Advisors LLC 0.17% Add +0.1% 1,267 $335K
Dentgroup LLC 0.26% No change 1,266 $334K
Klingman & Associates, LLC 0.02% Add +23.4% 1,264 $334K
Obsidian Personal Planning Solutions LLC 0.16% No change 1,211 $334K
KWB Wealth 0.04% No change 1,265 $334K
Old Port Advisors 0.10% Add +15.8% 1,257 $332K
Whalerock Point Partners, LLC 0.08% No change 1,255 $331K
Icon Wealth Advisors, LLC 0.03% New 1,253 $331K
Gimbal Financial 0.27% No change 1,252 $331K
Naviter Wealth, LLC 0.04% No change 1,251 $330K
Crews Bank & Trust 0.06% — 1,251 $330K
Farmers & Merchants Trust Co of Chambersburg PA 0.12% Add +10.8% 1,246 $329K
David J Yvars Group 0.20% No change 1,243 $328K
Fairman Group, LLC 0.27% Add +1.5% 1,240 $327K
Kings Path Partners LLC 0.14% Reduce -2.8% 1,236 $326K
Martin Worley Group 0.20% — 1,235 $326K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.12% No change 1,173 $325K
Westside Investment Management, Inc. 0.07% Add +3.4% 1,231 $325K
CFO4Life Group, LLC 0.06% Add +2.5% 1,229 $325K
HT Partners LLC 0.11% Reduce -0.7% 1,226 $324K
Fortis Capital Advisors, LLC 0.11% Reduce -2.7% 1,253 $324K
Providence Capital Advisors, LLC 0.07% Add +67.2% 1,224 $323K
Penobscot Wealth Management 0.15% Add +0.4% 1,224 $323K
Cladis Investment Advisory, LLC 0.23% Add +6.1% 1,220 $322K
Unique Wealth, LLC 0.07% No change 1,220 $322K
First Financial Bank - Trust Division 0.03% No change 1,219 $322K
Csenge Advisory Group 0.02% Reduce -4.1% 1,216 $321K
Accretive Wealth Partners, LLC 0.14% Add +44.8% 1,213 $320K
Enzi Wealth 0.12% Reduce -0.1% 1,150 $318K
NorthCrest Asset Manangement, LLC 0.01% Add +0.1% 1,204 $318K
HUB Investment Partners, LLC 0.01% Reduce -9.8% 1,203 $318K
Ameriflex Group, Inc. 0.15% — 1,151 $317K
Grunden Financial Advisory, Inc. 0.15% No change 1,200 $317K
YHB Investment Advisors, Inc. 0.03% Reduce -2.0% 1,200 $317K
Sharp Wealth Advisory, LLC 0.24% Reduce -0.8% 1,190 $314K
SkyOak Wealth, LLC 0.07% No change 1,189 $314K
Private Wealth Partners, LLC 0.02% New 1,188 $314K
Orrstown Financial Services Inc. 0.08% Reduce -47.0% 1,186 $313K
Midwest Professional Planners, LTD. 0.09% No change 1,182 $312K
Prosperity Planning, Inc. 0.14% Reduce -1.6% 1,181 $312K
Townsend Asset Management Corp. /NC/ 0.11% Add +0.3% 1,180 $312K
ARS Wealth Advisors Group, LLC 0.04% No change 1,179 $312K
Glassman Wealth Services 0.05% Reduce -1.4% 1,179 $311K
Bordeaux Wealth Advisors LLC 0.05% Reduce -27.8% 1,179 $311K
Blake Schutter Theil Wealth Advisors, LLC 0.33% Add +0.2% 1,175 $310K
Elm3 Financial Group, LLC 0.26% — 1,173 $310K
Strategic Financial Concepts, LLC 0.06% Add +6.6% 1,172 $309K
Cadinha & Co. LLC 0.05% Add +1.0% 1,162 $307K
Cambridge Capital Management, LLC 0.20% Add +0.4% 1,158 $306K
Wilkins Miller Wealth Management, LLC 0.32% — 1,157 $306K
Greenleaf Trust 0.00% Reduce -2.4% 1,157 $306K
Clifford Swan Investment Counsel LLC 0.01% Add +0.3% 1,155 $305K
Moment Partners, LLC 0.06% — 1,153 $305K
Shepherd Financial Partners LLC 0.04% New 1,151 $304K
Vicus Capital 0.03% Add +2.2% 1,149 $303K
Members Trust Co 0.01% Add +44.8% 1,148 $303K
Cooper Financial Group 0.04% Add +0.1% 1,147 $303K
Jaffetilchin Investment Partners, LLC 0.02% Add +5.6% 1,145 $302K
Hoxton Planning & Management, LLC 0.12% Add +9.7% 1,142 $302K
Camelot Technology Advisors, Inc. 0.27% Add +0.2% 1,134 $300K
Byrne Asset Management LLC 0.24% Reduce -1.6% 1,131 $299K
Weitzel Financial Services, Inc. 0.14% No change 1,119 $298K
LPF Advisors LLC 0.25% No change 1,124 $297K
Integrity Financial Corp 0.17% Add +17.0% 1,123 $297K
Burney Co./ 0.01% No change 1,115 $295K
American Financial & Tax Strategies Inc. 0.15% No change 1,114 $294K
Ironwood Wealth Management, LLC. 0.09% Add +3.6% 1,113 $294K
Zacks Investment Management 0.00% Add +7.1% 1,112 $294K
Hoese & Co LLP 0.25% No change 1,110 $293K
WMG Financial Advisors, LLC 0.13% Reduce -2.9% 1,104 $292K
Bath Savings Trust Co 0.03% No change 1,103 $291K
Waters Parkerson & Co., LLC 0.02% No change 1,101 $291K
Michels Family Financial, LLC 0.27% — 1,099 $290K
Redhawk Wealth Advisors, Inc. 0.04% Reduce -1.7% 1,096 $290K
BankPlus Wealth Management LLC 0.22% — 1,097 $289K
Kanawha Capital Management LLC 0.02% No change 1,096 $289K
Covestor Ltd 0.18% Add +1.4% 1,093 $289K
West Michigan Advisors, LLC 0.09% Reduce -5.0% 1,093 $289K
Barrett & Company, Inc. 0.12% No change 1,093 $289K
Gerber Kawasaki Wealth & Investment Management 0.01% Reduce -2.5% 1,091 $288K
Capital Advisors, Ltd. LLC 0.04% No change 1,091 $288K
Edgemoor Investment Advisors, Inc. 0.03% No change 1,090 $288K
Foundation Wealth Management, LLC\PA 0.14% — 1,090 $288K
PKS Advisory Services, LLC 0.07% — 1,089 $288K
HTG Investment Advisors, Inc. 0.13% Add +6.3% 1,089 $288K
Pennsylvania Capital Management Inc. 0.10% Add +22.8% 1,087 $287K
Sensible Money, LLC 0.13% No change 1,086 $287K
GK Wealth Management LLC 0.36% — 1,082 $286K
Sageworth Trust Co of South Dakota 0.36% No change 1,080 $285K
Swmg, LLC 0.11% Reduce -0.1% 1,027 $284K
Helium Advisors LLC 0.22% — 1,074 $284K
Beacon Capital Management, LLC 0.04% Add +11.9% 1,069 $282K
Axis Wealth Partners, LLC 0.24% — 1,068 $282K
Tyche Wealth Partners LLC 0.06% Add +0.1% 1,054 $278K
Legacy Trust 0.06% No change 1,052 $278K
Carson Advisory Inc. 0.19% Add +3.8% 1,052 $278K
Element Wealth, LLC 0.14% Add +0.1% 1,048 $277K
Maridea Wealth Management LLC 0.09% — 1,045 $276K
Washington Trust Advisors, Inc. 0.02% Add +0.5% 1,044 $276K
Correct Capital Wealth Management 0.05% No change 1,042 $275K
Snider Financial Group 0.09% New 1,040 $275K
Glen Eagle Advisors, LLC 0.05% Add +1.6% 1,038 $274K
Compass Financial Group, INC 0.05% Reduce -1.3% 1,036 $274K
Apexium Financial, LP 0.02% New 1,034 $273K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 990 $272K
Lee Financial Co 0.04% Add +12.4% 1,030 $272K
Miller Financial Services LLC 0.23% — 1,025 $271K
Clearwater Capital Advisors, LLC 0.03% Reduce -1.4% 1,024 $270K
Echo Wealth Management, LLC 0.19% No change 1,023 $270K
tru Independence LLC 0.08% Reduce -4.7% 1,022 $270K
Sherman Asset Management, Inc. 0.25% — 1,021 $270K
Capital Advisors Inc. 0.01% Reduce -12.2% 1,021 $270K
Geometric Wealth Advisors 0.05% Add +6.7% 1,020 $269K
Prevail Innovative Wealth Advisors, LLC 0.08% New 1,018 $269K
Portside Wealth Group, LLC 0.04% New 1,016 $268K
MB Generational Wealth, LLC 0.20% No change 1,015 $268K
Embree Financial Group 0.05% Add +0.4% 1,015 $268K
Raab & Moskowitz Asset Management LLC 0.07% Reduce -6.0% 1,014 $268K
Presilium Private Wealth, LLC 0.06% No change 1,014 $268K
Acima Private Wealth, LLC 0.09% No change 1,007 $266K
Kavar Capital Partners Group, LLC 0.04% No change 1,005 $265K
Tolleson Wealth Management, Inc. 0.05% No change 1,004 $265K
Summit Asset Management, LLC 0.05% No change 1,002 $265K
Dearborn Partners LLC 0.01% Reduce -0.6% 1,002 $265K
Searle & Co. 0.08% No change 1,000 $264K
FourThought Financial Partners, LLC 0.03% Add +8.6% 999 $264K
Crumly & Associates Inc. 0.07% New 996 $263K
Level Wealth Management LLC 0.19% — 992 $262K
United Advisor Group, LLC 0.05% Reduce -6.8% 992 $262K
Lathrop Investment Management Co. 0.05% Reduce -4.3% 993 $262K
Clarity Financial LLC 0.03% New 987 $261K
Tradewinds, LLC. 0.07% Reduce -36.6% 944 $260K
Intrepid Financial Planning Group LLC 0.11% No change 985 $260K
M Wealth Management, LLC 0.24% — 984 $260K
Madison Park Capital Advisors, LLC 0.21% Reduce -33.0% 981 $259K
Fortress Private Ledger, LLC 0.16% — 978 $258K
Strategic Financial Planning, Inc. 0.18% No change 975 $258K
Clarendon Private LLC 0.27% — 973 $257K
SignalPoint Asset Management, LLC 0.06% Reduce -4.5% 972 $257K
Columbia Bank 0.09% No change 961 $256K
Gibson Wealth Advisors LLC 0.21% No change 966 $255K
First Western Trust Bank 0.01% Reduce -48.3% 966 $255K
Money Concepts Capital Corp. 0.02% Add +9.7% 966 $255K
Janney Capital Management LLC 0.02% No change 965 $255K
Baldwin Investment Management, LLC 0.03% Reduce -50.8% 965 $255K
Norris Perne & French LLP 0.02% No change 962 $254K
Bensler, LLC 0.03% No change 959 $253K
Trustco Bank Corp. N Y 0.27% No change 954 $252K
Ballentine Capital Advisors, Inc 0.13% No change 950 $251K
Henrickson Nauta Wealth Advisors, Inc. 0.10% No change 950 $251K
Northeast Planning Associates, Inc. / NH / 0.26% — 949 $251K
Mendel Capital Management LLC 0.15% Reduce -1.3% 932 $246K
Mfa Wealth Advisors, LLC 0.06% No change 932 $246K
Investors Asset Management of Georgia Inc. /Ga/ 0.12% Add +7.3% 927 $245K
Greenfield Savings Bank 0.12% No change 926 $245K
Opal Wealth Advisors, LLC 0.07% Add +13.4% 923 $244K
One Wealth Advisors, LLC 0.04% No change 923 $244K
Earned Wealth Advisors, LLC 0.08% Add +23.0% 920 $243K
McLean Asset Management Corp 0.07% No change 919 $243K
FSM Wealth Advisors, LLC 0.06% Add +16.8% 890 $242K
First National Advisers, LLC 0.04% Reduce -8.3% 918 $242K
Barclays PLC 0.00% No change 917 $242K
Bank of Nova Scotia 0.00% No change 910 $240K
Prairie Wealth Advisors, Inc. 0.12% Add +0.3% 910 $240K
Thrive Wealth Management, LLC 0.04% Add +0.3% 908 $240K
Astoria Strategic Wealth, Inc. 0.07% No change 907 $240K
Old North State Wealth Management, LLC 0.13% Add +0.4% 904 $239K
Midwest Financial Group LLC 0.14% Add +11.2% 903 $239K
Eastern Bank 0.00% Add +4.5% 898 $237K
Team Hewins, LLC 0.09% No change 897 $237K
Vise Technologies, Inc. 0.02% New 895 $236K
Northwest Financial Advisors 0.19% Add +0.3% 893 $236K
Corundum Group, Inc. 0.09% No change 890 $235K
First Long Island Investors, LLC 0.02% No change 890 $235K
RMR Wealth Builders 0.02% Add +0.8% 881 $233K
Invst, LLC 0.03% Reduce -16.3% 881 $233K
Osborne Partners Capital Management, LLC 0.01% No change 881 $233K
Regimen Wealth, LLC 0.08% Reduce -1.0% 876 $231K
Cathy Pareto & Associates, Inc. 0.21% — 874 $231K
Greenspring Advisors, LLC 0.05% No change 873 $231K
Long Island Wealth Management, Inc. 0.14% New 873 $230K
Valley Brook Capital Group, Inc. 0.17% Add +1.8% 871 $230K
Divergent Planning, LLC 0.08% No change 875 $230K
Trust Co 0.03% No change 868 $229K
Tradition Wealth Management, LLC 0.02% Add +0.1% 868 $229K
Intrua Financial, LLC 0.04% Reduce -1.5% 868 $229K
Atlas Financial Advisors, Inc. 0.36% New 867 $229K
Basso Capital Management, L.P. 0.20% No change 867 $229K
LaSalle St. Investment Advisors, LLC 0.07% Add +13.0% 870 $229K
WealthCare Investment Partners, LLC 0.10% Reduce -2.4% 867 $229K
Courage Miller Partners, LLC 0.08% No change 866 $229K
Ted Buchan & Co 0.11% No change 863 $228K
Prasad Wealth Partners, LLC 0.07% — 861 $227K
Radnor Capital Management, LLC 0.04% No change 860 $227K
Everpar Advisors LLC 0.11% Add +3.0% 859 $227K
Lansing Street Advisors 0.08% Add +0.1% 859 $227K
Gries Financial LLC 0.04% No change 858 $227K
Plotkin Financial Advisors, LLC 0.13% No change 857 $226K
Telos Capital Management, Inc. 0.02% Reduce -9.5% 856 $226K
GAMMA Investing LLC 0.02% Add +50.7% 856 $226K
EPIQ Capital Group, LLC 0.06% Add +0.3% 855 $226K
Probity Advisors, Inc. 0.04% Reduce -31.6% 853 $225K
Meritage Portfolio Management 0.01% Add +0.2% 850 $225K
Trek Financial, LLC 0.02% New 850 $225K
Sentry LLC 0.04% No change 850 $225K
Denver Wealth Management, Inc. 0.10% New 849 $224K
Strengthening Families & Communities, LLC 0.13% Reduce -92.1% 844 $223K
Envision Financial Planning, LLC 0.11% Reduce -0.4% 842 $222K
Mechanics Bank Trust Department 0.03% Reduce -2.9% 842 $222K
Vermillion Wealth Management, Inc. 0.11% — 840 $222K
Sound Stewardship, LLC 0.13% Reduce -2.9% 839 $222K
Horizon Investment Services, LLC 0.09% New 838 $221K
Patton Albertson Miller Group, LLC 0.03% Reduce -3.1% 837 $221K
Napatree Capital LLC 0.13% No change 835 $221K
Ewa, LLC 0.08% New 835 $220K
Websterrogers Financial Advisors, LLC 0.08% New 832 $220K
Darden Wealth Group Inc 0.15% No change 828 $219K
Teachers Insurance & Annuity Association of America 0.29% No change 827 $218K
WealthTrust Asset Management, LLC 0.16% Reduce -10.2% 827 $218K
Safeguard Investment Advisory Group, LLC 0.06% Add +2.2% 827 $218K
Hummer Financial Advisory Services Inc 0.17% No change 825 $218K
Creegan & Nassoura Financial Group, LLC 0.15% No change 825 $218K
MTM Investment Management, LLC 0.08% No change 825 $218K
Abacus Planning Group, Inc. 0.04% No change 824 $218K
One Day In July LLC 0.02% Reduce -0.5% 821 $217K
Tilia Fiduciary Partners, Inc. 0.15% New 821 $217K
Wealthstar Advisors, LLC 0.09% — 819 $216K
Flower City Capital 0.13% Reduce -11.8% 818 $216K
Essex LLC 0.04% Reduce -1.1% 812 $215K
MRWM Advisors, LLC 0.17% — 811 $214K
Middleton & Co. Inc. 0.02% No change 809 $214K
ROI Financial Advisors, LLC 0.15% Reduce -4.7% 809 $214K
ShoreHaven Wealth Partners, LLC 0.10% No change 807 $213K
Main Management LLC 0.02% No change 807 $213K
HFG Advisors, Inc. 0.19% No change 803 $212K
Secured Retirement Advisors, LLC 0.12% No change 801 $212K
LFA - Lugano Financial Advisors SA 0.14% No change 800 $211K
Atlatl Advisers LLC 0.12% — 800 $211K
Bantamac Capital, LLC 0.09% No change 800 $211K
Wintrust Investments LLC 0.19% Add +18.7% 800 $211K
TKG Advisors, LLC 0.10% No change 760 $211K
Integris Wealth Management, LLC 0.06% New 796 $210K
Sugarloaf Wealth Management, LLC 0.04% Add +10.3% 794 $210K
Summit X, LLC 0.05% New 793 $209K
Aquire Wealth Advisors, LLC 0.06% New 792 $209K
Campbell Wealth Management 0.02% No change 788 $208K
Anson Capital, Inc. 0.18% New 795 $207K
Prospect Financial Group LLC 0.25% — 782 $206K
Braun Stacey Associates Inc. 0.01% No change 780 $206K
Global Trust Asset Management, LLC 0.08% No change 778 $205K
Leo Wealth, LLC 0.02% New 776 $205K
PCG Asset Management, LLC 0.18% — 776 $205K
C M Bidwell & Associates Ltd. 0.12% Reduce -3.1% 774 $205K
Trillium Asset Management, LLC 0.01% New 774 $204K
C2C Wealth Management, LLC 0.19% No change 772 $204K
Gutierrez Wealth Advisory, LLC 0.17% — 770 $203K
Mattern Capital Management, LLC 0.03% No change 770 $203K
American National Bank & Trust 0.02% Reduce -72.1% 770 $203K
DHJJ Financial Advisors, Ltd. 0.08% Reduce -1.3% 769 $203K
Insight Advisors, LLC/ PA 0.03% New 766 $202K
Schrum Private Wealth Management LLC 0.17% Reduce -35.3% 765 $202K
Coastal Bridge Advisors, LLC 0.05% New 763 $201K
Clark Capital Management Group, Inc. 0.00% Reduce -2.6% 759 $200K
NavPoint Financial, Inc. 0.16% New 759 $200K
Tortoise Investment Management, LLC 0.02% No change 756 $200K
HHM Wealth Advisors, LLC 0.03% Add +2.3% 755 $199K
Brown, Lisle/Cummings, Inc. 0.06% No change 751 $198K
Venturi Wealth Management, LLC 0.01% Add +8.8% 746 $197K
Richardson Capital Management LLC 0.13% Reduce -4.7% 744 $196K
Balefire, LLC 0.07% Add +0.8% 742 $196K
Sittner & Nelson, LLC 0.08% No change 735 $194K
Family Manage LLC 0.03% Reduce -46.3% 732 $193K
Godsey & Gibb, Inc. 0.02% No change 726 $192K
London Co. of Virginia 0.00% Add +2585.2% 725 $192K
Marshall Investment Management, LLC 0.11% — 724 $191K
Clean Yield Group 0.06% Reduce -11.1% 718 $190K
Rothschild Investment LLC 0.01% No change 700 $185K
Oarsman Capital, Inc. 0.03% Reduce -18.3% 699 $185K
Register Financial Advisors LLC 0.09% Add +0.6% 678 $179K
Watchman Group, Inc. 0.05% New 667 $176K
Morling Financial Advisors, LLC 0.06% Add +1.5% 661 $175K
Sunbelt Securities, Inc. 0.02% Reduce -12.5% 658 $174K
Rise Advisors, LLC 0.08% Reduce -0.5% 658 $174K
10Elms LLP 0.21% — 640 $169K
Princeton Global Asset Management LLC 0.03% Add +65.5% 632 $167K
Key Financial Inc 0.04% Reduce -7.4% 628 $166K
Synergy Investment Management, LLC 0.07% — 625 $165K
Compass Financial Services Inc 0.09% — 624 $165K
Compass Wealth Management LLC 0.04% No change 615 $162K
Red Lighthouse Investment Management, LLC 0.06% Reduce -1.8% 613 $162K
Quent Capital, LLC 0.02% Reduce -22.2% 610 $161K
Realta Investment Advisors 0.06% Add +32.1% 592 $158K
New Millennium Group LLC 0.09% Reduce -0.2% 586 $155K
Coppell Advisory Solutions LLC 0.02% Add +17.2% 586 $155K
IMG Wealth Management, Inc. 0.14% — 566 $149K
PrairieView Partners, LLC 0.02% No change 565 $149K
Breakwater Investment Management 0.06% No change 563 $149K
Human Investing LLC 0.03% New 554 $146K
Solstein Capital, LLC 0.08% No change 537 $142K
Cardiff Park Advisors, LLC 0.01% Add +0.4% 537 $142K
Hollencrest Capital Management 0.01% Add +1016.7% 536 $142K
Birch Capital Management, LLC 0.07% Reduce -7.2% 528 $139K
Bfsg, LLC 0.02% Reduce -0.9% 524 $138K
Reyes Financial Architecture, Inc. 0.11% — 514 $136K
Mycio Wealth Partners, LLC 0.03% No change 507 $134K
Brooklyn Investment Group 0.04% New 500 $132K
Mb, Levis & Associates, LLC 0.07% Add +0.4% 498 $132K
Richardson Financial Services Inc. 0.09% Reduce -0.4% 492 $130K
Intelligent Financial Strategies 0.07% Add +0.4% 492 $130K
Allspring Global Investments Holdings, LLC 0.00% No change 485 $130K
Legacy Bridge, LLC 0.07% No change 487 $129K
SBI Securities Co., Ltd. 0.00% — 485 $128K
DecisionPoint Financial, LLC 0.04% Add +18.2% 480 $127K
Family CFO Inc 0.07% Add +65.7% 469 $124K
Tucker Asset Management LLC 0.03% Reduce -9.7% 464 $123K
Cherry Tree Wealth Management, LLC 0.03% Add +4.1% 458 $121K
NWK Group, Inc. 0.05% No change 448 $118K
Zions Bancorporation, N.A. 0.01% No change 446 $118K
Tompkins Financial Corp. 0.01% Reduce -18.4% 443 $117K
Front Row Advisors LLC 0.04% No change 435 $115K
Bell Investment Advisors, Inc 0.02% No change 430 $113K
Talon Private Wealth, LLC 0.02% No change 426 $113K
Global Financial Private Client, LLC 0.04% No change 423 $112K
Broadwater Capital Management LLC 0.08% No change 415 $110K
Denver PWM, LLC 0.04% No change 415 $110K
Avalon Trust Co 0.01% No change 400 $106K
Abound Wealth Management 0.03% Add +22.6% 396 $105K
Frazier Financial Advisors, LLC 0.08% Reduce -6.6% 395 $104K
Quest 10 Wealth Builders, Inc. 0.10% — 395 $104K
Pacifica Partners Inc. 0.04% No change 385 $102K
Decker Retirement Planning Inc. 0.06% — 382 $101K
MCF Advisors LLC 0.01% Add +33.6% 382 $101K
Provident Wealth Management, LLC 0.03% Reduce -0.5% 374 $99K
Financial Perspectives, Inc 0.03% Add +5.8% 364 $96K
Laurel Wealth Advisors LLC 0.01% Reduce -2.2% 356 $94K
Urban Financial Advisory Corp 0.05% No change 356 $94K
Ritter Daniher Financial Advisory LLC / DE 0.03% Add +97.1% 345 $91K
CVA Family Office, LLC 0.01% Add +148.5% 338 $89K
Nemes Rush Group LLC 0.01% Reduce -5.9% 336 $89K
Maryland Capital Advisors Inc. 0.04% No change 316 $83K
Centennial Bank 0.04% No change 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 +0.3% 300 $79K
Householder Group Estate & Retirement Specialist, LLC 0.06% Reduce -55.9% 299 $78K
Promus Capital, LLC 0.06% — 284 $75K
Keener Financial Planning LLC 0.04% No change 283 $74K
SWAN Capital LLC 0.04% Add +0.4% 276 $73K
BankPlus Trust Department 0.02% — 275 $73K
GPS Wealth Strategies Group, LLC 0.01% Reduce -5.3% 267 $71K
Kozak & Associates, Inc. 0.02% No change 264 $71K
Sterling Capital Management LLC 0.00% Reduce -5.8% 262 $69K
Atticus Wealth Management, LLC 0.02% Add +0.4% 257 $68K
Morris Financial Concepts, Inc. 0.03% Reduce -10.0% 253 $67K
Armstrong Advisory Group, Inc. 0.01% Add +112.1% 246 $65K
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
Pillar Financial Advisors, LLC 0.05% — 237 $63K
Sawyer & Company, Inc 0.02% Add +5.4% 235 $62K
Fairscale Capital, LLC 0.05% No change 232 $61K
Perritt Capital Management Inc 0.03% No change 229 $61K
Bernard Wealth Management Corp. 0.03% — 225 $59K
Van Hulzen Asset Management, LLC 0.00% New 225 $59K
Winch Advisory Services, LLC 0.02% Add +0.5% 222 $59K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 222 $59K
Bradley & Co. Private Wealth Management, LLC 0.04% — 220 $58K
Hoey Investments, Inc. 0.01% Add +0.9% 215 $57K
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% No change 204 $54K
Ogorek Anthony Joseph /NY/ 0.02% New 208 $54K
Legacies Wealth LLC 0.04% No change 200 $53K
Union Savings Bank 0.03% No change 196 $52K
Nvwm, LLC 0.01% New 193 $51K
Insight Inv LLC 0.04% No change 191 $50K
Archer Investment Corp 0.01% Reduce -35.9% 191 $50K
Hanson & Doremus Investment Management 0.01% No change 188 $50K
LRI Investments, LLC 0.00% No change 185 $49K
PFS Partners, LLC 0.03% Add +0.5% 185 $49K
Pathway Financial Advisers, LLC 0.02% Add +0.6% 179 $47K
Running Point Capital Advisors, LLC 0.02% No change 178 $47K
Strategic Investment Solutions, Inc. 0.02% Reduce -67.8% 174 $46K
NewSquare Capital LLC 0.00% New 170 $45K
Millstone Evans Group, LLC 0.03% — 167 $44K
Angeles Wealth Management, LLC 0.00% No change 163 $43K
Main Street Group, LTD 0.02% Add +0.6% 161 $42K
Peoples Bank 0.03% No change 150 $40K
Citizens National Bank Trust Department 0.01% No change 148 $39K
Coston, McIsaac & Partners 0.01% Add +19.8% 145 $38K
Wingate Wealth Advisors, Inc. 0.04% — 143 $38K
Orion Capital Management LLC 0.02% New 143 $38K
Raleigh Capital Management Inc. 0.01% Add +907.1% 141 $37K
Blume Capital Management, Inc. 0.01% Reduce -49.3% 139 $37K
Cornerstone Planning Group LLC 0.01% Reduce -79.1% 129 $35K
Pin Oak Investment Advisors Inc. 0.03% No change 133 $35K
Hemington Wealth Management 0.01% No change 135 $35K
Aberdeen Wealth Management LLC 0.02% Reduce -27.0% 130 $34K
Alexis Investment Partners, LLC 0.02% — 130 $34K
ESL Trust Services, LLC 0.01% No change 130 $34K
AlphaMark Advisors, LLC 0.01% New 130 $34K
ORG Partners LLC 0.00% Add +9.6% 126 $34K
Mainstream Capital Management LLC 0.02% New 124 $33K
DiNuzzo Private Wealth, Inc. 0.00% No change 120 $32K
CNB Bank 0.01% No change 118 $31K
Gen-Wealth Partners Inc 0.01% Reduce -57.5% 118 $31K
Evolution Advisers, Inc. 0.02% Reduce -23.9% 118 $31K
Resources Management Corp. /CT/ 0.00% No change 116 $31K
AllSquare Wealth Management LLC 0.02% No change 110 $29K
Pineridge Advisors LLC 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
Tidemark, LLC 0.01% Add +15.9% 102 $27K
Wagner Wealth Management, LLC 0.01% New 97 $26K
Versant Capital Management, Inc 0.01% No change 94 $25K
PSI Advisors, LLC 0.01% No change 93 $24K
New Republic Capital, LLC 0.02% Reduce -67.2% 89 $24K
TCTC Holdings, LLC 0.00% No change 88 $23K
Dakota Community Bank & Trust NA 0.11% New 88 $23K
FLP Wealth Management, LLC 0.06% — 87 $23K
Global Wealth Strategies & Associates 0.01% Reduce -15.2% 84 $22K
Private Capital Management LLC 0.00% No change 83 $22K
Castleview Partners, LLC 0.01% Reduce -2.4% 81 $21K
Signature Resources Capital Management, LLC 0.02% No change 80 $21K
Vaughan Nelson Investment Management, L.P. 0.00% No change 80 $21K
Aventura Private Wealth, LLC 0.01% — 79 $21K
Colony Family Offices, LLC 0.01% No change 79 $21K
Providence First Trust Co 0.01% New 75 $20K
Kiker Wealth Management, LLC 0.02% — 74 $20K
Fairfield Financial Advisors, LTD 0.01% Reduce -32.1% 74 $20K
Hurley Capital, LLC 0.02% — 72 $19K
WR Wealth Planners, LLC 0.01% Add +18.0% 72 $19K
Synergy Asset Management, LLC 0.00% New 69 $18K
Halbert Hargrove Global Advisors, LLC 0.00% New 66 $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% No change 63 $17K
Stuart Chaussee & Associates, Inc. 0.00% No change 63 $17K
Kentucky Trust Co 0.01% — 60 $16K
Creekmur Asset Management LLC 0.00% No change 59 $16K
Van Eck Associates Corp. 0.00% Add +87.1% 58 $15K
Park Square Financial Group, LLC 0.01% — 54 $14K
WFA Asset Management Corp 0.01% No change 53 $14K
Davis Capital Management 0.01% No change 53 $14K
Crowley Wealth Management, Inc. 0.01% — 50 $13K
Spectrum Wealth Counsel, LLC 0.00% New 49 $13K
Financial Gravity Companies, Inc. 0.00% No change 49 $13K
Northwest Capital Management Inc 0.01% No change 45 $12K
Thompson Investment Management, Inc. 0.00% No change 45 $12K
Fourth Dimension Wealth, LLC 0.01% — 44 $12K
Peterson Wealth Services 0.00% New 44 $12K
PFG Private Wealth Management, LLC 0.01% Reduce -23.6% 42 $11K
Christopher J. Hasenberg, Inc 0.00% No change 42 $11K
Riggs Asset Managment Co. Inc. 0.00% No change 40 $11K
Private Wealth Management Group, LLC 0.00% No change 40 $11K
Retirement Wealth Solutions LLC 0.01% — 38 $10K
TruNorth Capital Management, LLC 0.00% No change 35 $9K
FSA Wealth Management LLC 0.00% No change 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
Wolff Wiese Magana LLC 0.00% No change 23 $6K
Game Plan Financial Advisors, LLC 0.00% Add +4.5% 23 $6K
Bank & Trust Co 0.00% No change 20 $5K
Edmond DE Rothschild Holding S.A. 0.00% New 20 $5K
Ameritas Investment Partners, Inc. 0.00% New 19 $5K
MV Capital Management, Inc. 0.00% No change 18 $5K
WPG Advisers, LLC 0.00% — 18 $5K
Anfield Capital Management, LLC 0.00% Add +70.0% 17 $4K
Absher Wealth Management, LLC 0.00% No change 17 $4K
Lowe Wealth Advisors, LLC 0.00% Add +50.0% 15 $4K
Investment Research & Advisory Group, Inc. 0.00% No change 14 $4K
Capital & Planning, LLC 0.00% — 12 $3K
MGB Wealth Management, LLC 0.00% No change 12 $3K
Arvest Investments, Inc. 0.00% No change 12 $3K
Arcadia Investment Advisors LLC 0.00% No change 11 $3K
Prudent Man Investment Management, Inc. 0.00% — 10 $3K
Woodard & Co. Asset Management Group Inc. 0.00% No change 10 $3K
Investors Research Corp 0.00% Reduce -66.7% 10 $3K
Viewpoint Capital Management LLC 0.00% No change 9 $2K
Financial Network Wealth Advisors LLC 0.00% Reduce -93.4% 8 $2K
Clark Wealth Partners 0.00% — 7 $2K
GoalVest Advisory LLC 0.00% New 7 $2K
Colonial Trust Advisors 0.00% Reduce -97.9% 7 $2K
Lanark Financial, Inc. 0.16% — 6 $2K
Cedar Mountain Advisors, LLC 0.00% No change 6 $2K
IAG Wealth Partners, LLC 0.00% Reduce -87.8% 6 $2K
Legacy Investment Solutions, LLC 0.00% No change 5 $1K
Legacy Wealth Managment, LLC 0.00% No change 5 $1K
Nordwand Advisors, LLC 0.00% No change 5 $1K
Mountain Hill Investment Partners Corp. 0.00% — 4 $1K
North Ridge Wealth Advisors, Inc. 0.00% New 4 $1K
Robbins Farley 0.00% No change 4 $1K
Mattson Financial Services, LLC 0.00% New 3 $791
Semmax Financial Advisors Inc. 0.00% No change 2 $565
Eukles Asset Management 0.00% Add +100.0% 2 $528
Capital Investment Counsel, Inc 0.00% New 2 $528
Bellwether Advisors, LLC 0.00% New 2 $528

"% 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.